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Discrete
Mathematics
An Open Introduction
Oscar Levin
2nd Edition
Oscar Levin
School of Mathematical Science
University of Northern Colorado
Greeley, Co 80639
oscar.levin@unco.edu
http://math.oscarlevin.com/
2nd Edition
ISBN-10: 1534970746
ISBN-13: 978-1534970748
This book would not exist if not for “Discrete and Combinatorial Mathemat-
ics” by Richard Grassl and Tabitha Mingus. It is the book I learned discrete
math out of, and taught out of the semester before I began writing this text. I
wanted to maintain the inquiry based feel of their book but update, expand
and rearrange some of the material. Some of the best exposition and exercises
here were graciously donated from this source.
Thanks to Alees Seehausen who co-taught the Discrete Mathematics
course with me in 2015 and helped develop many of the Investigate! activities
and other problems currently used in the text. She also offered many sugges-
tions for improvement of the expository text, for which I am quite grateful.
Thanks also to Katie Morrison and Nate Eldredge for their suggestions after
using parts of this text in their class.
While odds are that there are still errors and typos in the current book,
there are many fewer thanks to the work of Michelle Morgan over the summer
of 2016.
The book is now available in an interactive online format, and this is
entirely thanks to the work of Rob Beezer and David Farmer along with the
rest of the participants of the mathbook-xml-support group. Thanks for
Finally, a thank you to the numerous students who have pointed out typos
and made suggestions over the years and a thanks in advance to those who
will do so in the future.
v
vi
Preface
vii
viii
examples and exercises that rely on earlier material, but I have tried to keep
these to a minimum and usually can either be skipped or understood without
too much additional study. If you are an instructor, feel free to edit the LATEX
or Mathbook XML source to fit your needs.
This current 2nd edition brings a few major improvements, as well as lots
of minor corrections. The highlights include:
• Some of the material from chapter 3 (on logic) is now part of an intro-
duction section on mathematical statements.
• Behind the scenes, the source of the text transitioned from LATEX to
Mathbook XML, which allows for conversion to LATEX as well as the
creation of an interactive online version.
The previous Fall 2015 edition was essentially the first edition of the book.
I had previously compiled many of the sections in a book format for easy
distribution, but those were mostly just lecture notes and exercises (there
was no index or Investigate problems; very little in the way of consistent
formatting).
My intent is to compile a new edition prior to each fall semester which
incorporate additions and corrections suggested by instructors and students
who use the text the previous semesters. Thus I encourage you to send along
any suggestions and comments as you have them.
Oscar Levin, Ph.D.
University of Northern Colorado, 2016
How to use this book
In addition to expository text, this book has a few features designed to en-
courage you to interact with the mathematics.
Investigate! activities
Examples
Exercises
You get good at math through practice. Each section concludes with
a small number of exercises meant to solidify concepts and basic skills pre-
sented in that section. At the end of each chapter, a larger collection of similar
exercises is included (as a sort of “chapter review”) which might bridge mate-
rial of different sections in that chapter. Many exercise have a hint, answer or
full solution (which in the pdf version of the text can be found by clicking on
the exercises number—clicking on the solution number will bring you back to
the exercise). Readers are encouraged to try these exercises before looking at
the solution. When I teach with this book, I assign these exercises as practice
and then use them, or similar problems, on quizzes and exams. There are
ix
x
Acknowledgements v
Preface vii
1 Counting 41
1.1 Additive and Multiplicative Principles . . . . . . . . . . . . . . 41
Counting With Sets . . . . . . . . . . . . . . . . . . . . . . . . . 45
Principle of Inclusion/Exclusion . . . . . . . . . . . . . . . . . 47
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
1.2 Binomial Coefficients . . . . . . . . . . . . . . . . . . . . . . . . 53
Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Bit Strings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Lattice Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Binomial Coefficients . . . . . . . . . . . . . . . . . . . . . . . . 58
Pascal’s Triangle . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
1.3 Combinations and Permutations . . . . . . . . . . . . . . . . . 63
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
1.4 Combinatorial Proofs . . . . . . . . . . . . . . . . . . . . . . . . 71
Patterns in Pascal’s Triangle . . . . . . . . . . . . . . . . . . . . 71
More Proofs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
xi
xii Contents
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
1.5 Stars and Bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
1.6 Advanced Counting Using PIE . . . . . . . . . . . . . . . . . . 89
Counting Derangements . . . . . . . . . . . . . . . . . . . . . . 93
Counting Functions . . . . . . . . . . . . . . . . . . . . . . . . . 95
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
1.7 Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Chapter Review . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
2 Sequences 111
2.1 Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
2.2 Arithmetic and Geometric Sequences . . . . . . . . . . . . . . . 120
Sums of Arithmetic and Geometric Sequences . . . . . . . . . 123
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
2.3 Polynomial Fitting . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
2.4 Solving Recurrence Relations . . . . . . . . . . . . . . . . . . . 138
The Characteristic Root Technique . . . . . . . . . . . . . . . . 142
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
2.5 Induction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Stamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Formalizing Proofs . . . . . . . . . . . . . . . . . . . . . . . . . 149
Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Strong Induction . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
2.6 Chapter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Chapter Review . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Index 327
xiv Contents
Chapter 0
1
2 0. Introduction and Preliminaries
Investigate!
Note: Throughout the text you will see Investigate! activities like this one.
Answer the questions in these as best you can to give yourself a feel for what
is coming next.
2. At the warm-up event for Oscar’s All Star Hot Dog Eating Con-
test, Al ate one hot dog. Bob then showed him up by eating
three hot dogs. Not to be outdone, Carl ate five. This continued
with each contestant eating two more hot dogs than the previ-
ous contestant. How many hot dogs did Zeno (the 26th and final
contestant) eat? How many hot dogs were eaten all together?
3. After excavating for weeks, you finally arrive at the burial cham-
ber. The room is empty except for two large chests. On each is
carved a message (strangely in English):
4. Back in the days of yore, five small towns decided they wanted
to build roads directly connecting each pair of towns. While
the towns had plenty of money to build roads as long and as
winding as they wished, it was very important that the roads
not intersect with each other (as stop signs had not yet been
invented). Also, tunnels and bridges were not allowed. Is it
possible for each of these towns to build a road to each of the
four other towns without creating any intersections?
Investigate!
While walking through a fictional forest, you encounter three trolls
guarding a bridge. Each is either a knight, who always tells the truth,
or a knave, who always lies. The trolls will not let you pass until you
correctly identify each as either a knight or a knave. Each troll makes
a single statement:
• 42 is a perfect square.
• 3 + 7 12
• 1 + 3 + 5 + 7 + · · · + 2n + 1.
• Go to your room!
• 3 + x 12
Note that we can break this down into two smaller statements. The two
shorter statements are connected by an “and.” We will consider 5 connectives:
“and” (Sam is a man and Chris is a woman), “or” (Sam is a man or Chris is
a woman), “if. . . , then. . . ” (if Sam is a man, then Chris is a woman), “if and
0.2. Mathematical Statements 5
only if” (Sam is a man if and only if Chris is a woman), and “not” (Sam is not a
man). The first four are called binary connectives (because they connect two
statements) while “not” is an example of a unary connective (since it applies
to a single statement).
Which connective we use to modify statement(s) will determine the truth
value of the molecular statement (that is, whether the statement is true or
false), based on the truth values of the statements being modified. It is
important to realize that we do not need to know what the parts actually say,
only whether those parts are true or false. So to analyze logical connectives,
it is enough to consider propositional variables (sometimes called sentential
variables), usually capital letters in the middle of the alphabet: P, Q, R, S, . . ..
These are variables that can take on one of two values: T or F. We also have
symbols for the logical connectives: ∧, ∨, →, ↔, ¬.
Logical Connectives
Note that for us, or is the inclusive or (and not the sometimes used exclusive
or) meaning that P ∨ Q is in fact true when both P and Q are true. As for
the other connectives, “and” behaves as you would expect, as does negation.
The biconditional (if and only if) might seem a little strange, but you should
think of this as saying the two parts of the statements are equivalent. This
leaves only the conditional P → Q which has a slightly different meaning in
6 0. Introduction and Preliminaries
Implications
Implications
P→Q
This is a reasonable way to think about implications: our claim is that the
conclusion (“then” part) is true, but on the assumption that the hypothesis
(“if” part) is true. We make no claim about the conclusion in situations when
the hypothesis is false.
Still, it is important to remember that an implication is a statement, and
therefore is either true or false. The truth value of the implication is deter-
mined by the truth values of its two parts. To agree with the usage above, we
say that an implication is true either when the hypothesis is false, or when
the conclusion is true. This leaves only one way for an implication to be false:
when the hypothesis is true and the conclusion is false.
0.2. Mathematical Statements 7
Example 0.2.2
Consider the statement:
If Bob gets a 90 on the final, then Bob will pass the class.
Example 0.2.3
Decide which of the following statements are true and which are false.
Briefly explain.
1. 0 1 → 1 1
Solution. All four of the statements are true. Remember, the only
way for an implication to be false is for the if part to be true and the
then part to be false.
3. I have no idea what the 7624th digit of π is, but this does not
matter. Since the hypothesis is false, the implication is automat-
ically true.
Example 0.2.4
Prove: If two numbers a and b are even, then their sum a + b is even.
Solution. Suppose the numbers a and b are even. This means that
a 2k and b 2j for some integers k and j. The sum is then
a + b 2k + 2j 2(k + j). Since k + j is an integer, this means that
a + b is even.
Notice that since we get to assume the hypothesis of the implica-
tion we immediately have a place to start. The proof proceeds essen-
tially by repeatedly asking and answering, “what does that mean?”
This sort of argument shows up outside of math as well. If you ever found
yourself starting an argument with “hypothetically, let’s assume ,” then you
have attempted a direct proof of your desired conclusion.
Since implications are so prevalent in mathematics, we have some special
language to help discuss them:
0.2. Mathematical Statements 9
Example 0.2.5
True or false: If you draw any nine playing cards from a regular deck,
then you will have at least three cards all of the same suit. Is the
converse true?
Solution. True. The original implication is a little hard to analyze
because there are so many different combinations of nine cards. But
consider the contrapositive: If you don’t have at least three cards all
of the same suit, then you don’t have nine cards. It is easy to see why
this is true: you can at most have two cards of each of the four suits,
for a total of eight cards (or fewer).
The converse: If you have at least three cards all of the same suit,
then you have nine cards. This is false. You could have three spades
and nothing else. Note that to demonstrate that the converse (an
implication) is false, we provided an example where the hypothesis
is true (you do have three cards of the same suit), but where the
conclusion is false (you do not have nine cards).
10 0. Introduction and Preliminaries
4. What would happen if Sue does not get an A but did get a 93%
on the final? Then P would be true and Q would be false. This
makes the implication P → Q false! It must be that Sue did
not get a 93% on the final. Notice now we have the implication
¬Q → ¬P which is the contrapositive of P → Q. Since P → Q
is assumed to be true, we know ¬Q → ¬P is true as well.
If and only if
You can think of “if and only if” statements as having two parts: an
implication and its converse. We might say one is the “if” part, and the other
is the “only if” part. We also sometimes say that “if and only if” statements
have two directions: a forward direction (P → Q) and a backwards direction
(P ← Q, which is really just sloppy notation for Q → P).
Let’s think a little about which part is which. Is P → Q the “if” part or
the “only if” part? Perhaps we should look at an example:
Example 0.2.7
Suppose it is true that I sing if and only if I’m in the shower. We know
this means both that if I sing, then I’m in the shower, and also the
converse, that if I’m in the shower, then I sing. Let P be the statement,
“I sing,” and Q be, “I’m in the shower.” So P → Q is the statement
“if I sing, then I’m in the shower.” Which part of the if and only if
statement is this?
What we are really asking is what is the meaning of “I sing if I’m
in the shower” and “I sing only if I’m in the shower.” When is the first
one (the “if” part) false? When I am in the shower but not singing.
That is the same condition on being false as the statement “if I’m in
the shower, then I sing.” So the “if” part is Q → P. On the other
hand, to say, “I sing only if I’m in the shower” is equivalent to saying
“if I sing, then I’m in the shower,” so the “only if” part is P → Q.
It is not terribly important to know which part is the “if” or “only if” part,
but this does get at something very, very important: there are many ways to state
an implication! The problem is, since these are all different ways of saying the
same implication, we cannot use truth tables to analyze the situation. Instead,
we just need good English skills.
Example 0.2.8
Rephrase the implication, “if I dream, then I am asleep” in as many
different ways as possible. Then do the same for the converse.
Solution. The following are all equivalent to the original implica-
tion:
1. I am asleep if I dream.
12 0. Introduction and Preliminaries
1. I dream if I am asleep.
Hopefully you agree with the above example. We include the “necessary
and sufficient” versions because those are common when discussing mathe-
matics. In fact, let’s agree once and for all what they mean:
To be honest, I have trouble with these if I’m not very careful. I find it
helps to have an example in mind:
Example 0.2.9
Recall from calculus, if a function is differentiable at a point c, then
it is continuous at c, but that the converse of this statement is not
true (for example, f (x) |x| at the point 0). Restate this fact using
“necessary and sufficient” language.
Solution. It is true that in order for a function to be differentiable
at a point c, it is necessary for the function to be continuous at c.
However, it is not necessary that a function be differentiable at c for
it to be continuous at c.
0.2. Mathematical Statements 13
Thinking about the necessity and sufficiency of conditions can also help
when writing proofs and justifying conclusions. If you want to establish some
mathematical fact, it is helpful to think what other facts would be enough (be
sufficient) to prove your fact. If you have an assumption, think about what
must also be necessary if that hypothesis is true.
Quantifiers
Investigate!
Consider the statement below. Decide whether any are equivalent to
each other, or whether any imply any others.
P(n) → ¬P(n + 7)
where P(n) means “n is prime.” But this is not quite right. For one thing,
because this sentence has a free variable (that is, a variable that we have not
specified anything about), it is not a statement. Now, if we plug in a specific
value for n, we do get a statement. In fact, it turns out that no matter what
value we plug in for n, we get a true implication. What we really want to say
is that for all values of n, if n is prime, then n + 7 is not. We need to quantify
the variable.
Although there are many types of quantifiers in English (e.g., many, few,
most, etc.) in mathematics we, for the most part, stick to two: existential and
universal.
14 0. Introduction and Preliminaries
The existential quantifier is ∃ and is read “there exists” or “there is.” For
example,
∃x(x < 0)
asserts that there is a number less than 0.
The universal quantifier is ∀ and is read “for all” or “every.” For
example,
∀x(x ≥ 0)
asserts that every number is greater than or equal to 0.
You would read this, “for every x there is some y such that y is less than x.”
Is this true? The answer depends on what our domain of discourse is: when
we say “for all” x, do we mean all positive integers or all real numbers or all
elements of some other set? Usually this information is implied. In discrete
mathematics, we almost always quantify over the natural numbers, 0, 1, 2, , so
let’s take that for our domain of discourse here.
For the statement to be true, we need it to be the case that no matter what
natural number we select, there is always some natural number that is strictly
smaller. Perhaps we could let y be x − 1? But here is the problem: what if
x 0? Then y −1 and that is not a number! (in our domain of discourse).
Thus we see that the statement is false because there is a number which is
less than or equal to all other numbers. In symbols,
∃x∀y(y ≥ x).
To show that the original statement is false, we proved that the negation
was true. Notice how the negation and original statement compare. This is
typical.
Essentially, we can pass the negation symbol over a quantifier, but that
causes the quantifier to switch type. This should not be surprising: if not
everything has a property, then something doesn’t have that property. And
0.2. Mathematical Statements 15
if there is not something with a property, then everything doesn’t have that
property.
Exercises
1. Classify each of the sentences below as an atomic statement, and molecular
statement, or not a statement at all. If the statement is molecular, say what
kind it is (conjuction, disjunction, conditional, biconditional, negation).
(a) The sum of the first 100 odd positive integers.
(b) Everybody needs somebody sometime.
(c) The Broncos will win the Super Bowl or I’ll eat my hat.
(d) We can have donuts for dinner, but only if it rains.
(e) Every natural number greater than 1 is either prime or composite.
(f) This sentence is false.
2. Suppose P and Q are the statements: P: Jack passed math. Q: Jill passed
math.
(a) Translate “Jack and Jill both passed math” into symbols.
(b) Translate “If Jack passed math, then Jill did not” into symbols.
(c) Translate “P ∨ Q” into English.
(d) Translate “¬(P ∧ Q) → Q” into English.
(e) Suppose you know that if Jack passed math, then so did Jill. What can
you conclude if you know that:
i. Jill passed math?
ii. Jill did not pass math?
4. Consider the statement “If Oscar eats Chinese food, then he drinks milk.”
(a) Write the converse of the statement.
(b) Write the contrapositive of the statement.
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disturbances of bladder function have been described as vesical
crises, and recent French observers have observed so-called crises
clitoridiennes in female tabic patients which were characterized by
voluptuous sensations. All of these symptoms have these in
common: that they last but a short time, that their disappearance is
as rapid as their advent, and that they depend for their distribution on
the attitude of the disease in the cord. The vesical crises are more
apt to occur early than late in the disease and where the belt
sensation is in the hypogastric region. The gastric and enteric crises
are usually found when the belt is in the epigastric level, and the
bronchial, cardiac, and laryngeal crises when it is in the thorax and
neck. Some connection has been observed between the occurrence
of the lightning-like pains and these crises. Thus, a sudden cessation
of the former is sometimes the forerunner of the latter. It is also
found that one variety of these crises disappears to give way to
another: this is particularly noticed with the bronchial crises, which
often cease suddenly, to be followed by vomiting.
22 Krause, in a paper read before the Society of Neurologists at Berlin
(Neurologisches Centralblatt, 1885, p. 543), found either laryngeal crises or other
laryngeal symptoms, such as demonstrable ataxia of movement of the vocal cords, in
13 out of 38 cases. This proportion would be far too high for tabes in general; his
cases were probably advanced ones. He established the interesting fact that the
laryngeal crisis may sometimes be provoked by pressure with a probe on the superior
laryngeal nerve at its laryngeal entry-point. Jastrowitz claims to have determined the
existence of actual paralysis of the vocal cords with the crises, but Krause concludes
from the experimental inductibility of the crisis that it cannot be due to a posticus
paralysis. In a discussion on the subject Remak affirms that a unilateral paralysis of
the crico-arytenoideus posticus may be an early or the earliest symptom of tabes. It
seems, however, that in all cases where he determined such paralysis there had been
disturbances of function of other cranial nerves in unusual severity at about the same
time.
23 They must be extremely rare: they have not occurred in a single one of my 81
private cases, nor do I recall one in clinic or dispensary experience.
There is some analogy between the exceptionally-occurring mental
disturbance of tabic patients and the crises. Like them, it resembles
a disturbance of innervation, in this instance the centres regulating
the cerebral circulation appearing to be at fault. It also seems as if in
cases of this character the direction of the mental disturbance were
determined in some sense by the emotional relations of the
oblongata, for the insane outbreak usually consists in a brief but
extreme outburst either of a depressed and melancholiac or an
expansive maniacal or delirious outburst. It is a very rare occurrence,
and usually limited to the latest stages. Much more common is the
development of paretic dementia, but this is to be regarded rather as
a complication than an integral feature of tabes. Most tabic patients
retain their mental equilibrium to the last moment; some develop
truly heroic resignation to their terrible sufferings and gloomy
prospects; and a few, becoming irritable, petulant, and abnormally
selfish, show the effect of invalidism manifested equally with other
chronic diseases.
26 Boyer (Revue de Médecine, 1884, p. 487) records a case where the hip became
luxated spontaneously as an early symptom.
The connection between the morbid process in the spinal cord and
these remarkable arthropathies is as yet unexplained; and as
Charcot's original proposition, that they can be always referred to
lesions in the anterior horns of the gray matter, has not been
sustained, some of the German clinicians, notably Strümpell, are
inclined to attribute them, in part at least, to ordinary results and
accidents due to the anæsthesia and its disturbing effect on
voluntary and automatic joint protection. A controversy arose which
was participated in by the Clinical Society of London,27 and evoked
opinions from nearly all the eminent neurologists of Europe. The
result of this thorough discussion has been to establish the joint
affection as a true tabic symptom due to the same morbid process
which underlies the less enigmatical symptoms of the disease. One
of the best reasons for regarding these joint lesions as of trophic
origin is the fact that they are associated with textural bone-changes
by which they become either unduly soft or brittle, and therefore
exposed to apparently spontaneous fracture. Cases of fracture of
almost every long and some of the short bones are recorded, among
the most remarkable being one by Dutil,28 where fracture of the
radius occurred without adequate cause in the initial period of tabes;
and one by Krönig,29 in which the patient, who had been tabic for
eight years, broke a lumbar vertebra while catching himself in the act
of falling down stairs.
27 The question was formally raised by Morrant Baker at the December meeting in
1884, and the discussion participated in by Charcot himself. Among the opponents of
Charcot's theory were Jonathan Hutchinson and Moxon, the latter of whom
administered a sound and well-merited criticism regarding some of the premature, if
not sensational, announcements of the distinguished French neurologist. He
compared the joint lesions of tabes to decubitus: just as the latter can be avoided by a
proper protection of the exposed parts, so the former would not occur if the joints
could be kept in a, surgically speaking, normal state. Moxon seems to have forgotten,
in suggesting this comparison, that there is a form of decubitus which will occur
independently of the greatest care and in spite of every measure taken to arrest it,
and which can be attributed only to an obscure but active perversion of nervous
nutritive control. Barwell, Paget, Herbert Page, Broadbent, and McNamara agreed
that the joint lesions are not of surgical or rheumatic origin, but essentially signs of the
nervous affection. Although Barwell's claim, that the rheumatic and tabic joint
diseases are essentially different, because the former is hyperplastic and the latter is
atrophic, is not borne out by all cases of tabic joint disease, some of which are
certainly hyperplastic, yet the other reasons advanced for regarding these affections
as distinct, and considering the joint affection of Charcot as a trophic disorder, far
outweighed those advanced by the opponents of this view. In fact, the only ground the
latter had to stand on was the fact that Charcot's asserted anatomical foundation was
found to be chimerical.
32 Berliner klinische Wochenschrift, 1885, No. 12. In this unique case the loosening
and falling out of the teeth preceded the tabes by a year. Demange, who observed the
same phenomenon in two cases, found that the ascending root of the fifth pair was
involved. The only analogous observation in my experience relates, like the bleaching
of the hair in circular patches, to a case of spinal irritation: here the gums and alveolar
borders underwent atrophy, exposing the roots of the teeth to beyond the normal
alveolar border: first the right upper row, then the right lower row, and finally the teeth
on the left side in the same order, showed this condition; only the most posterior fell
out.
34 Thirteen patients are now under my observation, or I have been able to obtain
reliable medical information concerning their condition, who have been in the ataxic
period since the date of my first examination, varying from a year to seven years ago.
Not one of these patients is materially much worse than at that time. Two only died,
both being bedridden at the time they came under observation. Of the first group,
three have shown more or less lasting improvement in respect to special symptoms,
as will be detailed in connection with the treatment.
35 In a case of sudden death, with an asthma-like seizure, of a tabic patient under the
charge of T. A. McBride, I found an intense injection of one (the right) vagus nucleus,
the color of the ala cinerea and of the nucleus on section being almost black.
It has also been supposed that the morbid process began in the
posterior roots and crept in with these, thence extending upward.37
This view is opposed by the fact that there is no constant relationship
between the root lesion and the cord lesion; the sclerosis of the root-
zones within the columns of Burdach I found to be absolute in at
least one case where the outer nerve-roots were not distinctly
affected.38
37 Takacs is the most recent defender of this view.
38 The root lesion may, like that of the column of Goll, according to a minority of the
interpreters, be a secondary process, for in ergotin tabes (Tuczek) both are usually
intact.
The triangular field in the lumbar part of the posterior column, which
is one of the typical starting-points of the affection, contains those
ascending nerve-bundles which in their cephalic course emancipate
themselves from the column of Burdach and constitute the slender
columns of Goll. The result is that the degenerative process creeps
up these columns at the same time that it ascends in the root-zones
and deep portions of Burdach's columns. Some authorities regard
this as a mere extension by contiguity;40 others incline to consider it
a secondary degeneration. It may extend to the medulla oblongata,
becoming lost in the level where the nucleus of the column of Goll
terminates, and is accompanied, at least in those advanced cases in
which the upper extremities are involved, by a comma-shaped area
of degeneration in the adjoining part of the column of Burdach, which
similarly extends into the oblongata and terminates slightly more
cephalad. In typical advanced tabes, therefore, the cross-section of
the cord exhibits a characteristic distribution of the sclerosis in each
level. As this distribution is associated with certain constant
symptoms, it is permissible to attempt bringing certain features of the
lesion in relation with special features of the disease symptoms. The
posterior gray horns and the posterior white columns, together with
other fibre-systems connected with them, are much more
complicated in structural and physiological relations than the
corresponding anterior structures. The relations of the anterior
rootlets to the gray substance, and those of the motor ganglionic
elements to their controlling tracts, are comparatively simple; those
of the posterior roots are very intricate. They run up, in great part, at
an angle to the longitudinal tracts; a few pass in directly, and still
fewer dip to a lower level. The result is that a section of the cord
made in the longitudinal direction through the root-zones, so as to
pass from the root-entry to the anterior commissure, shows the
column and root-fibres to be woven into each other like a plait.
Trabeculæ of connective tissue, dragged in as it were with the
posterior roots, fill up the interstices of this labyrinth. They are
particularly dense in the lowest part of the lumbar enlargement of the
cord, constituting the so-called posterior processi reticulares. It is
reasonable to suppose that the overlapping of ascending and
descending root-fibres, associated with the presence of an extra
amount of connective tissue, imbedded as this fibre-maze is in that
part of the cord which is most distant from its lymphatic emunctories,
affords a favorable soil for slow inflammatory trouble. This is the
primary field of tabic sclerosis, and in it the disease may remain most
intense for years, extending but slowly and with diminishing intensity
upward, hand over hand, as it were, on the natural ladder which the
intertwined fasciculi and their matrix constitute. The longitudinal
tracts which lie in and near the root-zones belong to the so-called
short fibre systems, uniting the segments of higher and lower levels
of the cord with each other. As the sclerotic process ascends it
involves the caudal ends of these systems: they consequently
undergo secondary degeneration, and, shrinking in their turn, affect
the caudal part of the next system above in the same manner. The
morbid process in the column of Burdach may therefore be
considered as a combination of inflammatory and degenerative
changes, the inflammatory products causing a series of short
ascending degenerations, and the vulnerable path thus established
being followed by a cirrhotic condition in which the connective and
vascular structures participate actively. With regard to the reasons
for regarding the degeneration of the column of Goll and that of the
comma-shaped field near it as a secondary process due to the
cutting off of its apparent nerve-supply at the caudal end, and of the
posterior nerve-roots or their provisional terminations, they may be
stated in this way: When the lesion of the primary field is limited to
the lower lumbar or sacral part of the cord, the degeneration of the
column of Goll is limited to its postero-internal part; when the upper
lumbar and lower dorsal cord is involved, the entire tract is affected;
and when the cervical portion is diseased, the supplementary
comma-shaped area degenerates. In other words, the projection
tract of the sciatic nerve, as far as it is represented in Goll's column,
suffers in the first, that of the crural nerves in the second, and that of
the brachial nerves in the third instance. In all advanced cases of
tabes the affection of the column of Goll is in direct proportion to the
altitude of the lesion in the primary field. Symptomatically, it bears an
equally constant relation to the ataxia.41 No case is on record in
which these columns were totally degenerated without some motor
inco-ordination of the lower extremity having been observed during
life; and no case is recorded in which brachial ataxia had been a
marked and persistent feature in which the comma-shaped area—
area of the column of Burdach—was healthy.
40 It is held by them that the histological character of the change of the columns of
Goll is not different from that in the column of Burdach. Zacher (Archiv für Psychiatrie,
xv. p. 435) urges that it does not resemble true secondary degeneration, beginning in
the vessels and connective substance instead of the nerve-fibres. Schultze (ibid., xiv.
p. 386), on the other hand, recognizes a primary involvement of the nerve-fibres in
both of the areas of fascicular degeneration in tabes. The observation of intact axis-
cylinders by Babinski in the sclerotic fields is in conflict with the latter's claim, and the
various differences of observation and interpretation seem to be reconcilable only on
the assumption that there are two different modes of origin, both leading to nearly the
same results and occasionally combined in one and the same case.
41 Krause's case and others show that the ataxia of movement is not influenced by
lesion of the column of Clarke; but we are not informed as to the static equilibrium of
the patients in whose cords these columns were found intensely affected.
43 The column of Goll is not present in those mammals which, like the porpoise, have
no developed hind limbs, but these animals have urinary bladders.
44 I have also found that this field corresponds to the column of Goll in its myelinic
development: the lumbar part of this column—designated as such by Flechsig—is an
entirely different tract, which enjoys a remarkable immunity from disease in tabes.
As illustrating the bearing of the lesion of the column of Goll on the motor ataxia I may
refer to two cases which happen to be related side by side by Strümpell (Archiv für
Psychiatrie, xii. p. 737, Cases 1 and 2). As far as the lumbar segment of the cord is
concerned, the distribution of the lesion is similar; but in the one presenting marked
motor ataxia the triangular field was slightly diseased, and there was no upward
extension of the lesion in the column of Goll. In the other, with marked ataxia, the
triangular field was intensely diseased, and ascending degeneration (?) occurred in
the sciatic fields of the latter.
While the evidence of high lesion of the cerebral continuation of the column of Goll,
and, what I regard as its homologue, the comma-shaped area of Burdach, together
with the constant association of marked degeneration of these columns with motor
ataxia, is strong positive proof of its relation to this symptom, there is equally strong
evidence negativing its relation to any other of the prominent symptoms of tabes
dorsalis. Thus Babesin (Virchow's Archiv, lxxvi. p. 74) found degeneration of the
posterior columns limited to the column of Goll, and the patellar reflex was not
destroyed; the root-fields at the upper lumbar levels were intact. That the columns of
Goll have been found profoundly affected without bladder disturbance has been
stated previously, and constitutes a stronger argument against Strümpell's view than
the frequent observation of bladder trouble in spinal diseases, along with which these
columns may be entirely free.
The changes in the optic nerve resemble those of the white columns
of the cord in their naked-eye and minute character as well as in the
controversial nature of the various interpretations made. When
affected, the nerve is found to be firmer than normal, and discolored;
later it becomes quite gray, and may eventually shrink to two-thirds,
and even less, of its normal diameter. It is generally believed that, as
in the cord, the myelin undergoes wasting before the axis-cylinder
disappears, and that the latter may survive a long time, thus
explaining why the patient may retain his visual power for a
considerable period after the ophthalmoscope determines the
existence of atrophy. No satisfactory explanation has as yet been
offered for the optic-nerve affection of tabes. There is no direct
continuity of the spinal and optic sclerosis. Two theoretical
possibilities suggest themselves. The first is that the lesion of the
cord exerts a remote effect upon the physiological, and through this