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Calculus of Variations

1696 CE17th-century Switzerland and Italy (Johann Bernoulli and Lagrange)

Concept

Optimization where the unknown is itself a function — the foundation of physical "principle of least action".

Understand it in one breath

Which path makes the first-order change of a quantity vanish under small variations? This stationarity condition can describe a minimum, maximum, or saddle point. It appears in minimal surfaces, geometrical optics, Lagrangian mechanics, and action principles in relativity, with different admissible paths and boundary conditions in each case.

At a glance

Problem

Quantity minimized

Solution

Contributor · year

Brachistochrone

Descent time

Cycloid

Bernoulli, 1696

Shortest path between two points

Distance ∫ds

Straight line (plane) / geodesic (surface)

Euclid

Largest area for a fixed perimeter

−area

Circle

Queen Dido (legend)

Shape of a soap film

Area ∫dA

Minimal surface (mean curvature 0)

Plateau, 1849

Path of light through a varying refractive index

Stationary optical travel time

Fermat’s principle

Fermat, 1662

Planetary orbit

∫(T − V)dt (action)

Newton’s equations of motion

Hamilton, 1834

General relativity

∫R√−g d⁴x (constants omitted)

Einstein field equations

Einstein and Hilbert, 1915

The calculus of variations asks when an entire admissible path, rather than a single number, is stationary under small changes. Additional conditions decide whether a physical solution is actually a minimum.

Key formula

δS=δ ⁣L(q,q˙,t)dt=0\delta S = \delta\!\int L(q,\dot{q},t)\,dt = 0

Key moments

1696 CE

Johann Bernoulli — the brachistochrone challenge

Which curve carries a sliding body between two points in the least time? Bernoulli challenged Europe’s mathematicians; the answer is a cycloid.

1697 CE

Newton answers overnight

Newton solved the brachistochrone problem rapidly and submitted his answer anonymously. Bernoulli reportedly recognized him “by the lion’s claw.”

1736 CE

The Euler–Lagrange equation

Work by Euler and later Lagrange produced a general method for variational problems, opening a path to expressing physical laws through stationary action.

1788 CE

Lagrange — Mécanique analytique

Lagrange rebuilt mechanics in an analytic form centered on generalized coordinates and variational principles, a language later extended throughout physics.

Modern applications

Lagrangian and Hamiltonian physics, geodesics in general relativity, loss minimization in machine learning, Fermat’s principle in optics, and economics.

Beyond MathVoyage

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