doc-src/isac/jrocnik/eJMT-paper/jrocnik_eJMT.tex
author Walther Neuper <neuper@ist.tugraz.at>
Mon, 03 Sep 2012 20:51:44 +0200
changeset 42464 1a411c68a582
parent 42463 83abf12ee6fb
child 42465 908a10fab49a
permissions -rwxr-xr-x
jrocnik: review of eJMT-paper

excluding \sect{Workflow ...}
     1 %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
     2 % Electronic Journal of Mathematics and Technology (eJMT) %
     3 % style sheet for LaTeX.  Please do not modify sections   %
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    10 \documentclass[12pt,a4paper]{article}%                    %
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    60 \fancyhead[c]{\small The Electronic Journal of Mathematics%
    61 \ and Technology, Volume 1, Number 1, ISSN 1933-2823}     %
    62 \cfoot{%                                                  %
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    67 %                                                         %
    68 %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
    69 %
    70 % Please place your own definitions here
    71 %
    72 \def\isac{${\cal I}\mkern-2mu{\cal S}\mkern-5mu{\cal AC}$}
    73 \def\sisac{\footnotesize${\cal I}\mkern-2mu{\cal S}\mkern-5mu{\cal AC}$}
    74 
    75 \usepackage{color}
    76 \definecolor{lgray}{RGB}{238,238,238}
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    78 %
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    89 % \href{http://something.somewhere.com/mystuff}{My Text Link}
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    91 %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
    92 %
    93 \begin{document}
    94 %
    95 % document title
    96 %
    97 \title{Trials with TP-based Programming
    98 \\
    99 for Interactive Course Material}%
   100 %
   101 % Single author.  Please supply at least your name,
   102 % email address, and affiliation here.
   103 %
   104 \author{\begin{tabular}{c}
   105 \textit{Jan Ro\v{c}nik} \\
   106 jan.rocnik@student.tugraz.at \\
   107 IST, SPSC\\
   108 Graz University of Technologie\\
   109 Austria\end{tabular}
   110 }%
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   120 %
   121 % abstract
   122 %
   123 \begin{abstract}
   124 
   125 Traditional course material in engineering disciplines lacks an
   126 important component, interactive support for step-wise problem
   127 solving. Theorem-Proving (TP) technology is appropriate for one part
   128 of such support, in checking user-input. For the other part of such
   129 support, guiding the learner towards a solution, another kind of
   130 technology is required. %TODO ... connect to prototype ...
   131 
   132 A prototype combines TP with a programming language, the latter
   133 interpreted in a specific way: certain statements in a program, called
   134 tactics, are treated as breakpoints where control is handed over to
   135 the user. An input formula is checked by TP (using logical context
   136 built up by the interpreter); and if a learner gets stuck, a program
   137 describing the steps towards a solution of a problem ``knows the next
   138 step''. This kind of interpretation is called Lucas-Interpretation for
   139 \emph{TP-based programming languages}.
   140 
   141 This paper describes the prototype's TP-based programming language
   142 within a case study creating interactive material for an advanced
   143 course in Signal Processing: implementation of definitions and
   144 theorems in TP, formal specification of a problem and step-wise
   145 development of the program solving the problem. Experiences with the
   146 ork flow in iterative development with testing and identifying errors
   147 are described, too. The description clarifies the components missing
   148 in the prototype's language as well as deficiencies experienced during
   149 programming.
   150 \par
   151 These experiences are particularly notable, because the author is the
   152 first programmer using the language beyond the core team which
   153 developed the prototype's TP-based language interpreter.
   154 %
   155 \end{abstract}%
   156 %
   157 %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
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   164 %
   165 % Please use the following to indicate sections, subsections,
   166 % etc.  Please also use \subsubsection{...}, \paragraph{...}
   167 % and \subparagraph{...} as necessary.
   168 %
   169 
   170 \section{Introduction}\label{intro}
   171 
   172 % \paragraph{Didactics of mathematics} 
   173 %WN: wenn man in einem high-quality paper von 'didactics' spricht, 
   174 %WN muss man am state-of-the-art ankn"upfen -- siehe
   175 %WN W.Neuper, On the Emergence of TP-based Educational Math Assistants
   176 % faces a specific issue, a gap
   177 % between (1) introduction of math concepts and skills and (2)
   178 % application of these concepts and skills, which usually are separated
   179 % into different units in curricula (for good reasons). For instance,
   180 % (1) teaching partial fraction decomposition is separated from (2)
   181 % application for inverse Z-transform in signal processing.
   182 % 
   183 % \par This gap is an obstacle for applying math as an fundamental
   184 % thinking technology in engineering: In (1) motivation is lacking
   185 % because the question ``What is this stuff good for?'' cannot be
   186 % treated sufficiently, and in (2) the ``stuff'' is not available to
   187 % students in higher semesters as widespread experience shows.
   188 % 
   189 % \paragraph{Motivation} taken by this didactic issue on the one hand,
   190 % and ongoing research and development on a novel kind of educational
   191 % mathematics assistant at Graz University of
   192 % Technology~\footnote{http://www.ist.tugraz.at/isac/} promising to
   193 % scope with this issue on the other hand, several institutes are
   194 % planning to join their expertise: the Institute for Information
   195 % Systems and Computer Media (IICM), the Institute for Software
   196 % Technology (IST), the Institutes for Mathematics, the Institute for
   197 % Signal Processing and Speech Communication (SPSC), the Institute for
   198 % Structural Analysis and the Institute of Electrical Measurement and
   199 % Measurement Signal Processing.
   200 %WN diese Information ist f"ur das Paper zu spezielle, zu aktuell 
   201 %WN und damit zu verg"anglich.
   202 % \par This thesis is the first attempt to tackle the above mentioned
   203 % issue, it focuses on Telematics, because these specific studies focus
   204 % on mathematics in \emph{STEOP}, the introductory orientation phase in
   205 % Austria. \emph{STEOP} is considered an opportunity to investigate the
   206 % impact of {\sisac}'s prototype on the issue and others.
   207 % 
   208 
   209 Traditional course material in engineering disciplines lacks an
   210 important component, interactive support for step-wise problem
   211 solving. Theorem-Proving (TP) technology can provide such support by
   212 specific services. An important part of such services is called
   213 ``next-step-guidance'', generated by a specific kind of ``TP-based
   214 programming language''. In the
   215 {\sisac}-project~\footnote{http://www.ist.tugraz.at/projects/isac/} such
   216 a language is prototyped in line with~\cite{plmms10} and built upon
   217 the theorem prover
   218 Isabelle~\cite{Nipkow-Paulson-Wenzel:2002}\footnote{http://isabelle.in.tum.de/}.
   219 The TP services are coordinated by a specific interpreter for the
   220 programming language, called
   221 Lucas-Interpreter~\cite{wn:lucas-interp-12}. The language and the
   222 interpreter will be briefly re-introduced in order to make the paper
   223 self-contained.
   224 
   225 \medskip The main part of the paper is an account of first experiences
   226 with programming in this TP-based language. The experience was gained
   227 in a case study by the author. The author was considered an ideal
   228 candidate for this study for the following reasons: as a student in
   229 Telematics (computer science with focus on Signal Processing) he had
   230 general knowledge in programming as well as specific domain knowledge
   231 in Signal Processing; and he was not involved in the development of
   232 {\sisac}'s programming language and interpeter, thus a novice to the
   233 language.
   234 
   235 The goal of the case study was (1) some TP-based programs for
   236 interactive course material for a specific ``Adavanced Signal
   237 Processing Lab'' in a higher semester, (2) respective program
   238 development with as little advice from the {\sisac}-team and (3) records
   239 and comments for the main steps of development in an Isabelle theory;
   240 this theory should provide guidelines for future programmers. An
   241 excerpt from this theory is the main part of this paper.
   242 
   243 \medskip The paper will use the problem in Fig.\ref{fig-interactive} as a
   244 running example:
   245 \begin{figure} [htb]
   246 \begin{center}
   247 \includegraphics[width=120mm]{fig/isac-Ztrans-math.png}
   248 \caption{Step-wise problem solving guided by the TP-based program}
   249 \label{fig-interactive}
   250 \end{center}
   251 \end{figure}
   252 The problem is from the domain of Signal Processing and requests to
   253 determine the inverse Z-transform for a given term. Fig.\ref{fig-interactive}
   254 also shows the beginning of the interactive construction of a solution
   255 for the problem. This construction is done in the right window named
   256 ``Worksheet''.
   257 
   258 User-interaction on the Worksheet is {\em checked} and {\em guided} by
   259 TP services:
   260 \begin{enumerate}
   261 \item Formulas input by the user are {\em checked} by TP: such a
   262 formula establishes a proof situation --- the prover has to derive the
   263 formula from the logical context. The context is built up from the
   264 formal specification of the problem (here hidden from the user) by the
   265 Lucas-Interpreter.
   266 \item If the user gets stuck, the program developed below in this
   267 paper ``knows the next step'' from behind the scenes. How the latter
   268 TP-service is exploited by dialogue authoring is out of scope of this
   269 paper and can be studied in~\cite{gdaroczy-EP-13}.
   270 \end{enumerate} It should be noted that the programmer using the
   271 TP-based language is not concerned with interaction at all; we will
   272 see that the program contains neither input-statements nor
   273 output-statements. Rather, interaction is handled by services
   274 generated automatically.
   275 
   276 \medskip So there is a clear separation of concerns: Dialogues are
   277 adapted by dialogue authors (in Java-based tools), using automatically
   278 generated TP services, while the TP-based program is written by
   279 mathematics experts (in Isabelle/ML). The latter is concern of this
   280 paper.
   281 
   282 \medskip The paper is structed as follows: The introduction
   283 \S\ref{intro} is followed by a brief re-introduction of the TP-based
   284 programming language in \S\ref{PL}, which extends the executable
   285 fragment of Isabelle's language (\S\ref{PL-isab}) by tactics which
   286 play a specific role in Lucas-Interpretation and in providing the TP
   287 services (\S\ref{PL-tacs}). The main part in \S\ref{trial} describes
   288 the main steps in developing the program for the running example:
   289 prepare domain knowledge, implement the formal specification of the
   290 problem, prepare the environment for the program, implement the
   291 program. The workflow of programming, debugging and testing is
   292 described in \S\ref{workflow}. The conclusion \S\ref{conclusion} will
   293 give directions identified for future development. 
   294 
   295 
   296 \section{\isac's Prototype for a Programming Language}\label{PL} 
   297 The prototype's language extends the executable fragment in the
   298 language of the theorem prover
   299 Isabelle~\cite{Nipkow-Paulson-Wenzel:2002}\footnote{http://isabelle.in.tum.de/}
   300 by tactics which have a specific role in Lucas-Interpretation.
   301 
   302 \subsection{The Executable Fragment of Isabelle's Language}\label{PL-isab}
   303 The executable fragment consists of data-type and function
   304 definitions.  It's usability even suggests that fragment for
   305 introductory courses \cite{nipkow-prog-prove}. HOL is a typed logic
   306 whose type system resembles that of functional programming
   307 languages. Thus there are
   308 \begin{description}
   309 \item[base types,] in particular \textit{bool}, the type of truth
   310 values, \textit{nat}, \textit{int}, \textit{complex}, and the types of
   311 natural, integer and complex numbers respectively in mathematics.
   312 \item[type constructors] allow to define arbitrary types, from
   313 \textit{set}, \textit{list} to advanced data-structures like
   314 \textit{trees}, red-black-trees etc.
   315 \item[function types,] denoted by $\Rightarrow$.
   316 \item[type variables,] denoted by $^\prime a, ^\prime b$ etc, provide
   317 type polymorphism. Isabelle automatically computes the type of each
   318 variable in a term by use of Hindley-Milner type inference
   319 \cite{pl:hind97,Milner-78}.
   320 \end{description}
   321 
   322 \textbf{Terms} are formed as in functional programming by applying
   323 functions to arguments. If $f$ is a function of type
   324 $\tau_1\Rightarrow \tau_2$ and $t$ is a term of type $\tau_1$ then
   325 $f\;t$ is a term of type~$\tau_2$. $t\;::\;\tau$ means that term $t$
   326 has type $\tau$. There are many predefined infix symbols like $+$ and
   327 $\leq$ most of which are overloaded for various types.
   328 
   329 HOL also supports some basic constructs from functional programming:
   330 {\it\label{isabelle-stmts}
   331 \begin{tabbing} 123\=\kill
   332 \>$( \; {\tt if} \; b \; {\tt then} \; t_1 \; {\tt else} \; t_2 \;)$\\
   333 \>$( \; {\tt let} \; x=t \; {\tt in} \; u \; )$\\
   334 \>$( \; {\tt case} \; t \; {\tt of} \; {\it pat}_1
   335   \Rightarrow t_1 \; |\dots| \; {\it pat}_n\Rightarrow t_n \; )$
   336 \end{tabbing} }
   337 \noindent \textit{The running example's program uses some of these elements
   338 (marked by {\tt tt-font} on p.\pageref{expl-program}): ${\tt
   339 let}\dots{\tt in}$ in lines $02 \dots 11$, as well as {\tt last} for
   340 lists and {\tt o} for functional (forward) composition in line
   341 $10$. In fact, the whole program is an Isabelle term with specific
   342 function constants like {\sc program}, {\sc Substitute} and {\sc
   343 Rewrite\_Set\_Inst} in lines $01$ and $10$ respectively.}
   344 
   345 % Terms may also contain $\lambda$-abstractions. For example, $\lambda
   346 % x. \; x$ is the identity function.
   347 
   348 \textbf{Formulae} are terms of type \textit{bool}. There are the basic
   349 constants \textit{True} and \textit{False} and the usual logical
   350 connectives (in decreasing order of precedence): $\neg, \land, \lor,
   351 \rightarrow$.
   352 
   353 \textbf{Equality} is available in the form of the infix function $=$
   354 of type $a \Rightarrow a \Rightarrow {\it bool}$. It also works for
   355 formulas, where it means ``if and only if''.
   356 
   357 \textbf{Quantifiers} are written $\forall x. \; P$ and $\exists x. \;
   358 P$.  Quantifiers lead to non-executable functions, so functions do not
   359 always correspond to programs, for instance, if comprising \\$(
   360 \;{\it if} \; \exists x.\;P \; {\it then} \; e_1 \; {\it else} \; e_2
   361 \;)$.
   362 
   363 \subsection{\isac's Tactics for Lucas-Interpretation}\label{PL-tacs}
   364 The prototype extends Isabelle's language by specific statements
   365 called tactics~\footnote{{\sisac}'s tactics are different from
   366 Isabelle's tactics: the former concern steps in a calculation, the
   367 latter concern proof steps.}  and tacticals. For the programmer these
   368 statements are functions with the following signatures:
   369 
   370 \begin{description}
   371 \item[Rewrite:] ${\it theorem}\Rightarrow{\it term}\Rightarrow{\it
   372 term} * {\it term}\;{\it list}$:
   373 this tactic appplies {\it theorem} to a {\it term} yielding a {\it
   374 term} and a {\it term list}, the list are assumptions generated by
   375 conditional rewriting. For instance, the {\it theorem}
   376 $b\not=0\land c\not=0\Rightarrow\frac{a\cdot c}{b\cdot c}=\frac{a}{b}$
   377 applied to the {\it term} $\frac{2\cdot x}{3\cdot x}$ yields
   378 $(\frac{2}{3}, [x\not=0])$.
   379 
   380 \item[Rewrite\_Set:] ${\it ruleset}\Rightarrow{\it
   381 term}\Rightarrow{\it term} * {\it term}\;{\it list}$:
   382 this tactic appplies {\it ruleset} to a {\it term}; {\it ruleset} is
   383 a confluent and terminating term rewrite system, in general. If
   384 none of the rules ({\it theorem}s) is applicable on interpretation
   385 of this tactic, an exception is thrown.
   386 
   387 % \item[Rewrite\_Inst:] ${\it substitution}\Rightarrow{\it
   388 % theorem}\Rightarrow{\it term}\Rightarrow{\it term} * {\it term}\;{\it
   389 % list}$:
   390 % 
   391 % \item[Rewrite\_Set\_Inst:] ${\it substitution}\Rightarrow{\it
   392 % ruleset}\Rightarrow{\it term}\Rightarrow{\it term} * {\it term}\;{\it
   393 % list}$:
   394 
   395 \item[Substitute:] ${\it substitution}\Rightarrow{\it
   396 term}\Rightarrow{\it term}$:
   397 
   398 \item[Take:] ${\it term}\Rightarrow{\it term}$:
   399 this tactic has no effect in the program; but it creates a side-effect
   400 by Lucas-Interpretation (see below) and writes {\it term} to the
   401 Worksheet.
   402 
   403 \item[Subproblem:] ${\it theory} * {\it specification} * {\it
   404 method}\Rightarrow{\it argument}\;{\it list}\Rightarrow{\it term}$:
   405 this tactic allows to enter a phase of interactive specification
   406 of a theory ($\Re$, $\cal C$, etc), a formal specification (for instance,
   407 a specific type of equation) and a method (for instance, solving an
   408 equation symbolically or numerically).
   409 
   410 \end{description}
   411 The tactics play a specific role in
   412 Lucas-Interpretation~\cite{wn:lucas-interp-12}: they are treated as
   413 break-points and control is handed over to the user. The user is free
   414 to investigate underlying knowledge, applicable theorems, etc.  And
   415 the user can proceed constructing a solution by input of a tactic to
   416 be applied or by input of a formula; in the latter case the
   417 Lucas-Interpreter has built up a logical context (initialised with the
   418 precondition of the formal specification) such that Isabelle can
   419 derive the formula from this context --- or give feedback, that no
   420 derivation can be found.
   421 
   422 \subsection{Tacticals for Control of Interpretation}
   423 The flow of control in a program can be determined by {\tt if then else}
   424 and {\tt case of} as mentioned on p.\pageref{isabelle-stmts} and also
   425 by additional tacticals:
   426 \begin{description}
   427 \item[Repeat:] ${\it tactic}\Rightarrow{\it term}\Rightarrow{\it
   428 term}$: iterates over tactics which take a {\it term} as argument as
   429 long as a tactic is applicable (for instance, {\it Rewrite\_Set} might
   430 not be applicable).
   431 
   432 \item[Try:] ${\it tactic}\Rightarrow{\it term}\Rightarrow{\it term}$:
   433 if {\it tactic} is applicable, then it is applied to {\it term},
   434 otherwise {\it term} is passed on unchanged.
   435 
   436 \item[Or:] ${\it tactic}\Rightarrow{\it tactic}\Rightarrow{\it
   437 term}\Rightarrow{\it term}$:
   438 
   439 
   440 \item[@@:] ${\it tactic}\Rightarrow{\it tactic}\Rightarrow{\it
   441 term}\Rightarrow{\it term}$:
   442 
   443 \item[While:] ${\it term::bool}\Rightarrow{\it tactic}\Rightarrow{\it
   444 term}\Rightarrow{\it term}$:
   445 
   446 \end{description}
   447 
   448 no input / output --- Lucas-Interpretation
   449 
   450 .\\.\\.\\TODO\\.\\.\\
   451 
   452 \section{Development of a Program on Trial}\label{trial} 
   453 As mentioned above, {\sisac} is an experimental system for a proof of
   454 concept for Lucas-Interpretation~\cite{wn:lucas-interp-12}.  The
   455 latter interprets a specific kind of TP-based programming language,
   456 which is as experimental as the whole prototype --- so programming in
   457 this language can be only ``on trial'', presently.  However, as a
   458 prototype, the language addresses essentials described below.
   459 
   460 \subsection{Mechanization of Math --- Domain Engineering}\label{isabisac}
   461 
   462 %WN was Fachleute unter obigem Titel interessiert findet
   463 %WN unterhalb des auskommentierten Textes.
   464 
   465 %WN der Text unten spricht Benutzer-Aspekte anund ist nicht speziell
   466 %WN auf Computer-Mathematiker fokussiert.
   467 % \paragraph{As mentioned in the introduction,} a prototype of an
   468 % educational math assistant called
   469 % {{\sisac}}\footnote{{{\sisac}}=\textbf{Isa}belle for
   470 % \textbf{C}alculations, see http://www.ist.tugraz.at/isac/.} bridges
   471 % the gap between (1) introducation and (2) application of mathematics:
   472 % {{\sisac}} is based on Computer Theorem Proving (TP), a technology which
   473 % requires each fact and each action justified by formal logic, so
   474 % {{{\sisac}{}}} makes justifications transparent to students in
   475 % interactive step-wise problem solving. By that way {{\sisac}} already
   476 % can serve both:
   477 % \begin{enumerate}
   478 %   \item Introduction of math stuff (in e.g. partial fraction
   479 % decomposition) by stepwise explaining and exercising respective
   480 % symbolic calculations with ``next step guidance (NSG)'' and rigorously
   481 % checking steps freely input by students --- this also in context with
   482 % advanced applications (where the stuff to be taught in higher
   483 % semesters can be skimmed through by NSG), and
   484 %   \item Application of math stuff in advanced engineering courses
   485 % (e.g. problems to be solved by inverse Z-transform in a Signal
   486 % Processing Lab) and now without much ado about basic math techniques
   487 % (like partial fraction decomposition): ``next step guidance'' supports
   488 % students in independently (re-)adopting such techniques.
   489 % \end{enumerate} 
   490 % Before the question is answers, how {{\sisac}}
   491 % accomplishes this task from a technical point of view, some remarks on
   492 % the state-of-the-art is given, therefor follow up Section~\ref{emas}.
   493 % 
   494 % \subsection{Educational Mathematics Assistants (EMAs)}\label{emas}
   495 % 
   496 % \paragraph{Educational software in mathematics} is, if at all, based
   497 % on Computer Algebra Systems (CAS, for instance), Dynamic Geometry
   498 % Systems (DGS, for instance \footnote{GeoGebra http://www.geogebra.org}
   499 % \footnote{Cinderella http://www.cinderella.de/}\footnote{GCLC
   500 % http://poincare.matf.bg.ac.rs/~janicic/gclc/}) or spread-sheets. These
   501 % base technologies are used to program math lessons and sometimes even
   502 % exercises. The latter are cumbersome: the steps towards a solution of
   503 % such an interactive exercise need to be provided with feedback, where
   504 % at each step a wide variety of possible input has to be foreseen by
   505 % the programmer - so such interactive exercises either require high
   506 % development efforts or the exercises constrain possible inputs.
   507 % 
   508 % \subparagraph{A new generation} of educational math assistants (EMAs)
   509 % is emerging presently, which is based on Theorem Proving (TP). TP, for
   510 % instance Isabelle and Coq, is a technology which requires each fact
   511 % and each action justified by formal logic. Pushed by demands for
   512 % \textit{proven} correctness of safety-critical software TP advances
   513 % into software engineering; from these advancements computer
   514 % mathematics benefits in general, and math education in particular. Two
   515 % features of TP are immediately beneficial for learning:
   516 % 
   517 % \paragraph{TP have knowledge in human readable format,} that is in
   518 % standard predicate calculus. TP following the LCF-tradition have that
   519 % knowledge down to the basic definitions of set, equality,
   520 % etc~\footnote{http://isabelle.in.tum.de/dist/library/HOL/HOL.html};
   521 % following the typical deductive development of math, natural numbers
   522 % are defined and their properties
   523 % proven~\footnote{http://isabelle.in.tum.de/dist/library/HOL/Number\_Theory/Primes.html},
   524 % etc. Present knowledge mechanized in TP exceeds high-school
   525 % mathematics by far, however by knowledge required in software
   526 % technology, and not in other engineering sciences.
   527 % 
   528 % \paragraph{TP can model the whole problem solving process} in
   529 % mathematical problem solving {\em within} a coherent logical
   530 % framework. This is already being done by three projects, by
   531 % Ralph-Johan Back, by ActiveMath and by Carnegie Mellon Tutor.
   532 % \par
   533 % Having the whole problem solving process within a logical coherent
   534 % system, such a design guarantees correctness of intermediate steps and
   535 % of the result (which seems essential for math software); and the
   536 % second advantage is that TP provides a wealth of theories which can be
   537 % exploited for mechanizing other features essential for educational
   538 % software.
   539 % 
   540 % \subsubsection{Generation of User Guidance in EMAs}\label{user-guid}
   541 % 
   542 % One essential feature for educational software is feedback to user
   543 % input and assistance in coming to a solution.
   544 % 
   545 % \paragraph{Checking user input} by ATP during stepwise problem solving
   546 % is being accomplished by the three projects mentioned above
   547 % exclusively. They model the whole problem solving process as mentioned
   548 % above, so all what happens between formalized assumptions (or formal
   549 % specification) and goal (or fulfilled postcondition) can be
   550 % mechanized. Such mechanization promises to greatly extend the scope of
   551 % educational software in stepwise problem solving.
   552 % 
   553 % \paragraph{NSG (Next step guidance)} comprises the system's ability to
   554 % propose a next step; this is a challenge for TP: either a radical
   555 % restriction of the search space by restriction to very specific
   556 % problem classes is required, or much care and effort is required in
   557 % designing possible variants in the process of problem solving
   558 % \cite{proof-strategies-11}.
   559 % \par
   560 % Another approach is restricted to problem solving in engineering
   561 % domains, where a problem is specified by input, precondition, output
   562 % and postcondition, and where the postcondition is proven by ATP behind
   563 % the scenes: Here the possible variants in the process of problem
   564 % solving are provided with feedback {\em automatically}, if the problem
   565 % is described in a TP-based programing language: \cite{plmms10} the
   566 % programmer only describes the math algorithm without caring about
   567 % interaction (the respective program is functional and even has no
   568 % input or output statements!); interaction is generated as a
   569 % side-effect by the interpreter --- an efficient separation of concern
   570 % between math programmers and dialog designers promising application
   571 % all over engineering disciplines.
   572 % 
   573 % 
   574 % \subsubsection{Math Authoring in Isabelle/ISAC\label{math-auth}}
   575 % Authoring new mathematics knowledge in {{\sisac}} can be compared with
   576 % ``application programing'' of engineering problems; most of such
   577 % programing uses CAS-based programing languages (CAS = Computer Algebra
   578 % Systems; e.g. Mathematica's or Maple's programing language).
   579 % 
   580 % \paragraph{A novel type of TP-based language} is used by {{\sisac}{}}
   581 % \cite{plmms10} for describing how to construct a solution to an
   582 % engineering problem and for calling equation solvers, integration,
   583 % etc~\footnote{Implementation of CAS-like functionality in TP is not
   584 % primarily concerned with efficiency, but with a didactic question:
   585 % What to decide for: for high-brow algorithms at the state-of-the-art
   586 % or for elementary algorithms comprehensible for students?} within TP;
   587 % TP can ensure ``systems that never make a mistake'' \cite{casproto} -
   588 % are impossible for CAS which have no logics underlying.
   589 % 
   590 % \subparagraph{Authoring is perfect} by writing such TP based programs;
   591 % the application programmer is not concerned with interaction or with
   592 % user guidance: this is concern of a novel kind of program interpreter
   593 % called Lucas-Interpreter. This interpreter hands over control to a
   594 % dialog component at each step of calculation (like a debugger at
   595 % breakpoints) and calls automated TP to check user input following
   596 % personalized strategies according to a feedback module.
   597 % \par
   598 % However ``application programing with TP'' is not done with writing a
   599 % program: according to the principles of TP, each step must be
   600 % justified. Such justifications are given by theorems. So all steps
   601 % must be related to some theorem, if there is no such theorem it must
   602 % be added to the existing knowledge, which is organized in so-called
   603 % \textbf{theories} in Isabelle. A theorem must be proven; fortunately
   604 % Isabelle comprises a mechanism (called ``axiomatization''), which
   605 % allows to omit proofs. Such a theorem is shown in
   606 % Example~\ref{eg:neuper1}.
   607 
   608 The running example, introduced by Fig.\ref{fig-interactive} on
   609 p.\pageref{fig-interactive}, requires to determine the inverse $\cal
   610 Z$-transform for a class of functions. The domain of Signal Processing
   611 is accustomed to specific notation for the resulting functions, which
   612 are absolutely summable and are called TODO: $u[n]$, where $u$ is the
   613 function, $n$ is the argument and the brackets indicate that the
   614 arguments are TODO. Surprisingly, Isabelle accepts the rules for
   615 ${\cal Z}^{-1}$ in this traditional notation~\footnote{Isabelle
   616 experts might be particularly surprised, that the brackets do not
   617 cause errors in typing (as lists).}:
   618 %\vbox{
   619 % \begin{example}
   620   \label{eg:neuper1}
   621   {\small\begin{tabbing}
   622   123\=123\=123\=123\=\kill
   623   \hfill \\
   624   \>axiomatization where \\
   625   \>\>  rule1: ``${\cal Z}^{-1}\;1 = \delta [n]$'' and\\
   626   \>\>  rule2: ``$\vert\vert z \vert\vert > 1 \Rightarrow {\cal Z}^{-1}\;z / (z - 1) = u [n]$'' and\\
   627   \>\>  rule3: ``$\vert\vert$ z $\vert\vert$ < 1 ==> z / (z - 1) = -u [-n - 1]'' and \\
   628 %TODO
   629   \>\>  rule4: ``$\vert\vert$ z $\vert\vert$ > $\vert\vert$ $\alpha$ $\vert\vert$ ==> z / (z - $\alpha$) = $\alpha^n$ $\cdot$ u [n]'' and\\
   630 %TODO
   631   \>\>  rule5: ``$\vert\vert$ z $\vert\vert$ < $\vert\vert$ $\alpha$ $\vert\vert$ ==> z / (z - $\alpha$) = -($\alpha^n$) $\cdot$ u [-n - 1]'' and\\
   632 %TODO
   633   \>\>  rule6: ``$\vert\vert$ z $\vert\vert$ > 1 ==> z/(z - 1)$^2$ = n $\cdot$ u [n]''\\
   634 %TODO
   635   \end{tabbing}
   636   }
   637 % \end{example}
   638 %}
   639 These 6 rules can be used as conditional rewrite rules, depending on
   640 the respective convergence radius. Satisfaction from notation
   641 contrasts with the word {\em axiomatization}: As TP-based, the
   642 programming language expects these rules as {\em proved} theorems, and
   643 not as axioms implemented in the above brute force manner; otherwise
   644 all the verification efforts envisaged (like proof of the
   645 post-condition, see below) would be meaningless.
   646 
   647 Isabelle provides a large body of knowledge, rigorously proven from
   648 the basic axioms of mathematics~\footnote{This way of rigorously
   649 deriving all knowledge from first principles is called the
   650 LCF-paradigm in TP.}. In the case of the Z-Transform the most advanced
   651 knowledge can be found in the theoris on Multivariate
   652 Analysis~\footnote{http://isabelle.in.tum.de/dist/library/HOL/HOL-Multivariate\_Analysis}. However,
   653 building up knowledge such that a proof for the above rules would be
   654 reasonably short and easily comprehensible, still requires lots of
   655 work (and is definitely out of scope of our case study).
   656 
   657 \medskip At the state-of-the-art in mechanization of knowledge in
   658 engineering, the process does not stop with the mechanization of
   659 mathematics. Rather, ``Formal Methods''~\cite{TODO-formal-methods}
   660 proceed to formal description of physical items.  Signal Processing,
   661 for instance is concerned with physical devices for signal acquisition
   662 and reconstruction, which involve measuring a physical signal, storing
   663 it, and possibly later rebuilding the original signal or an
   664 approximation thereof. For digital systems, this typically includes
   665 sampling and quantization; devices for signal compression, including
   666 audio compression, image compression, and video compression, etc.
   667 ``Domain engineering''\cite{db-domain-engineering} is concerned with
   668 {\em specification} of these devices' components and features; this
   669 part in the process of mechanization is only at the beginning.
   670 
   671 \medskip TP-based programming, concern of this paper, adds a third
   672 part of mechanisation, providing a third axis of ``algorithmic
   673 knowledge'' in Fig.\ref{fig:mathuni} on p.\pageref{fig:mathuni}.
   674 
   675   \begin{figure}
   676     \hfill \\
   677     \begin{center}
   678       \includegraphics{fig/universe}
   679       \caption{Didactic ``Math-Universe''\label{fig:mathuni}}
   680     \end{center}
   681   \end{figure}
   682 %WN Deine aktuelle Benennung oben wird Dir kein Fachmann abnehmen;
   683 %WN bitte folgende Bezeichnungen nehmen:
   684 %WN 
   685 %WN axis 1: Algorithmic Knowledge (Programs)
   686 %WN axis 2: Application-oriented Knowledge (Specifications)
   687 %WN axis 3: Deductive Knowledge (Axioms, Definitions, Theorems)
   688 
   689 \subsection{Specification of the Problem}\label{spec}
   690 %WN <--> \chapter 7 der Thesis
   691 %WN die Argumentation unten sollte sich NUR auf Verifikation beziehen..
   692 In order to provide TP with logical facts for checking user input, the
   693 Lucas-Interpreter requires a \textbf{specification}. Such a
   694 specification is shown in Example~\ref{eg:neuper2}.
   695 
   696 -------------------------------------------------------------------
   697 
   698 Hier brauchen wir die Spezifikation des 'running example' ...
   699 
   700 \vbox{
   701   \begin{example}
   702   \label{eg:neuper2}
   703   {\small\begin{tabbing}
   704   123,\=postcond \=: \= $\forall \,A^\prime\, u^\prime \,v^\prime.\,$\=\kill
   705   \hfill \\
   706   Specification no.1:\\
   707   %\>input\>: $\{\;r={\it arbitraryFix}\;\}$  \\
   708   \>input    \>: $\{\;r\;\}$  \\
   709   \>precond  \>: $0 < r$   \\
   710   \>output   \>: $\{\;A,\; u,v\;\}$ \\
   711   \>postcond \>:{\small  $\;A=2uv-u^2 \;\land\; (\frac{u}{2})^2+(\frac{v}{2})^2=r^2 \;\land$}\\
   712   \>     \>\>{\small $\;\forall \;A^\prime\; u^\prime \;v^\prime.\;(A^\prime=2u^\prime v^\prime-(u^\prime)^2 \land
   713   (\frac{u^\prime}{2})^2+(\frac{v^\prime}{2})^2=r^2) \Longrightarrow A^\prime \leq A$} \\
   714   \>props\>: $\{\;A=2uv-u^2,\;(\frac{u}{2})^2+(\frac{v}{2})^2=r^2\;\}$
   715   \end{tabbing}
   716   }
   717   \end{example}
   718 }
   719 
   720 ... und die Implementation in Isac (mit Kommentaren aus dem datatype)
   721 
   722 %WN das w"urde ich in \sec\label{}
   723 Such a specification is checked before the execution of a program is
   724 started, the same applies for sub-programs. In the following example
   725 (Example~\ref{eg:subprob}) shows the call of such a subproblem:
   726 
   727 \vbox{
   728   \begin{example}
   729   \label{eg:subprob}
   730   \hfill \\
   731   {\ttfamily \begin{tabbing}
   732   ``(L\_L::bool list) = (\=SubProblem (\=Test','' \\
   733   ``\>\>[linear,univariate,equation,test],'' \\
   734   ``\>\>[Test,solve\_linear])'' \\
   735   ``\>[BOOL equ, REAL z])'' \\
   736   \end{tabbing}
   737   }
   738   {\small\textit{
   739     \noindent If a program requires a result which has to be
   740 calculated first we can use a subproblem to do so. In our specific
   741 case we wanted to calculate the zeros of a fraction and used a
   742 subproblem to calculate the zeros of the denominator polynom.
   743     }}
   744   \end{example}
   745 }
   746 
   747 \subsection{Implementation of the Method}\label{meth}
   748 %WN <--> \chapter 7 der Thesis
   749 TODO
   750 \subsection{Preparation of ML-Functions for the Program}\label{funs}
   751 %WN <--> Thesis 6.1 -- 6.3: jene ausw"ahlen, die Du f"ur \label{progr}
   752 %WN brauchst
   753 TODO
   754 \subsection{Implementation of the TP-based Program}\label{progr}
   755 %WN <--> \chapter 8 der Thesis
   756 TODO
   757 
   758 \section{Workflow of Programming in the Prototype}\label{workflow}
   759 -------------------------------------------------------------------
   760 
   761 ``workflow'' heisst: das mache ich zuerst, dann das ...
   762 
   763 \subsection{Preparations and Trials}\label{flow-prep}
   764 TODO ... Build\_Inverse\_Z\_Transform.thy !!!
   765 
   766 \subsection{Implementation in Isabelle/{\isac}}\label{flow-impl}
   767 TODO Build\_Inverse\_Z\_Transform.thy ... ``imports Isac''
   768 
   769 \subsection{Transfer into the Isabelle/{\isac} Knowledge}\label{flow-trans}
   770 TODO http://www.ist.tugraz.at/isac/index.php/Extend\_ISAC\_Knowledge\#Add\_an\_example ?
   771 
   772 -------------------------------------------------------------------
   773 
   774 Das unterhalb hab' ich noch nicht durchgearbeitet; einiges w\"are 
   775 vermutlich auf andere sections aufzuteilen.
   776 
   777 -------------------------------------------------------------------
   778 
   779 \subsection{Formalization of missing knowledge in Isabelle}
   780 
   781 \paragraph{A problem} behind is the mechanization of mathematic
   782 theories in TP-bases languages. There is still a huge gap between
   783 these algorithms and this what we want as a solution - in Example
   784 Signal Processing. 
   785 
   786 \vbox{
   787   \begin{example}
   788     \label{eg:gap}
   789     \[
   790       X\cdot(a+b)+Y\cdot(c+d)=aX+bX+cY+dY
   791     \]
   792     {\small\textit{
   793       \noindent A very simple example on this what we call gap is the
   794 simplification above. It is needles to say that it is correct and also
   795 Isabelle for fills it correct - \emph{always}. But sometimes we don't
   796 want expand such terms, sometimes we want another structure of
   797 them. Think of a problem were we now would need only the coefficients
   798 of $X$ and $Y$. This is what we call the gap between mechanical
   799 simplification and the solution.
   800     }}
   801   \end{example}
   802 }
   803 
   804 \paragraph{We are not able to fill this gap,} until we have to live
   805 with it but first have a look on the meaning of this statement:
   806 Mechanized math starts from mathematical models and \emph{hopefully}
   807 proceeds to match physics. Academic engineering starts from physics
   808 (experimentation, measurement) and then proceeds to mathematical
   809 modeling and formalization. The process from a physical observance to
   810 a mathematical theory is unavoidable bound of setting up a big
   811 collection of standards, rules, definition but also exceptions. These
   812 are the things making mechanization that difficult.
   813 
   814 \vbox{
   815   \begin{example}
   816     \label{eg:units}
   817     \[
   818       m,\ kg,\ s,\ldots
   819     \]
   820     {\small\textit{
   821       \noindent Think about some units like that one's above. Behind
   822 each unit there is a discerning and very accurate definition: One
   823 Meter is the distance the light travels, in a vacuum, through the time
   824 of 1 / 299.792.458 second; one kilogram is the weight of a
   825 platinum-iridium cylinder in paris; and so on. But are these
   826 definitions usable in a computer mechanized world?!
   827     }}
   828   \end{example}
   829 }
   830 
   831 \paragraph{A computer} or a TP-System builds on programs with
   832 predefined logical rules and does not know any mathematical trick
   833 (follow up example \ref{eg:trick}) or recipe to walk around difficult
   834 expressions. 
   835 
   836 \vbox{
   837   \begin{example}
   838     \label{eg:trick}
   839   \[ \frac{1}{j\omega}\cdot\left(e^{-j\omega}-e^{j3\omega}\right)= \]
   840   \[ \frac{1}{j\omega}\cdot e^{-j2\omega}\cdot\left(e^{j\omega}-e^{-j\omega}\right)=
   841      \frac{1}{\omega}\, e^{-j2\omega}\cdot\colorbox{lgray}{$\frac{1}{j}\,\left(e^{j\omega}-e^{-j\omega}\right)$}= \]
   842   \[ \frac{1}{\omega}\, e^{-j2\omega}\cdot\colorbox{lgray}{$2\, sin(\omega)$} \]
   843     {\small\textit{
   844       \noindent Sometimes it is also useful to be able to apply some
   845 \emph{tricks} to get a beautiful and particularly meaningful result,
   846 which we are able to interpret. But as seen in this example it can be
   847 hard to find out what operations have to be done to transform a result
   848 into a meaningful one.
   849     }}
   850   \end{example}
   851 }
   852 
   853 \paragraph{The only possibility,} for such a system, is to work
   854 through its known definitions and stops if none of these
   855 fits. Specified on Signal Processing or any other application it is
   856 often possible to walk through by doing simple creases. This creases
   857 are in general based on simple math operational but the challenge is
   858 to teach the machine \emph{all}\footnote{Its pride to call it
   859 \emph{all}.} of them. Unfortunately the goal of TP Isabelle is to
   860 reach a high level of \emph{all} but it in real it will still be a
   861 survey of knowledge which links to other knowledge and {{\sisac}{}} a
   862 trainer and helper but no human compensating calculator. 
   863 \par
   864 {{{\sisac}{}}} itself aims to adds an \emph{application} axis (formal
   865 specifications of problems out of topics from Signal Processing, etc.)
   866 and an \emph{algorithmic} axis to the \emph{deductive} axis of
   867 physical knowledge. The result is a three-dimensional universe of
   868 mathematics seen in Figure~\ref{fig:mathuni}.
   869 
   870   \begin{figure}
   871     \hfill \\
   872     \begin{center}
   873       \includegraphics{fig/universe}
   874       \caption{Didactic ``Math-Universe''\label{fig:mathuni}}
   875     \end{center}
   876   \end{figure}
   877 
   878 \subsection{Notes on Problems with Traditional Notation}
   879 
   880 \paragraph{During research} on these topic severely problems on
   881 traditional notations have been discovered. Some of them have been
   882 known in computer science for many years now and are still unsolved,
   883 one of them aggregates with the so called \emph{Lambda Calculus},
   884 Example~\ref{eg:lamda} provides a look on the problem that embarrassed
   885 us.
   886 
   887 \vbox{
   888   \begin{example}
   889     \label{eg:lamda}
   890 
   891   \[ f(x)=\ldots\;  \quad R \rightarrow \quad R \]
   892 
   893 
   894   \[ f(p)=\ldots\;  p \in \quad R \]
   895 
   896     {\small\textit{
   897       \noindent Above we see two equations. The first equation aims to
   898 be a mapping of an function from the reel range to the reel one, but
   899 when we change only one letter we get the second equation which
   900 usually aims to insert a reel point $p$ into the reel function. In
   901 computer science now we have the problem to tell the machine (TP) the
   902 difference between this two notations. This Problem is called
   903 \emph{Lambda Calculus}.
   904     }}
   905   \end{example}
   906 }
   907 
   908 \paragraph{An other problem} is that terms are not full simplified in
   909 traditional notations, in {{\sisac}} we have to simplify them complete
   910 to check weather results are compatible or not. in e.g. the solutions
   911 of an second order linear equation is an rational in {{\sisac}} but in
   912 tradition we keep fractions as long as possible and as long as they
   913 aim to be \textit{beautiful} (1/8, 5/16,...).
   914 \subparagraph{The math} which should be mechanized in Computer Theorem
   915 Provers (\emph{TP}) has (almost) a problem with traditional notations
   916 (predicate calculus) for axioms, definitions, lemmas, theorems as a
   917 computer program or script is not able to interpret every Greek or
   918 Latin letter and every Greek, Latin or whatever calculations
   919 symbol. Also if we would be able to handle these symbols we still have
   920 a problem to interpret them at all. (Follow up \hbox{Example
   921 \ref{eg:symbint1}})
   922 
   923 \vbox{
   924   \begin{example}
   925     \label{eg:symbint1}
   926     \[
   927       u\left[n\right] \ \ldots \ unitstep
   928     \]
   929     {\small\textit{
   930       \noindent The unitstep is something we need to solve Signal
   931 Processing problem classes. But in {{{\sisac}{}}} the rectangular
   932 brackets have a different meaning. So we abuse them for our
   933 requirements. We get something which is not defined, but usable. The
   934 Result is syntax only without semantic.
   935     }}
   936   \end{example}
   937 }
   938 
   939 In different problems, symbols and letters have different meanings and
   940 ask for different ways to get through. (Follow up \hbox{Example
   941 \ref{eg:symbint2}}) 
   942 
   943 \vbox{
   944   \begin{example}
   945     \label{eg:symbint2}
   946     \[
   947       \widehat{\ }\ \widehat{\ }\ \widehat{\ } \  \ldots \  exponent
   948     \]
   949     {\small\textit{
   950     \noindent For using exponents the three \texttt{widehat} symbols
   951 are required. The reason for that is due the development of
   952 {{{\sisac}{}}} the single \texttt{widehat} and also the double were
   953 already in use for different operations.
   954     }}
   955   \end{example}
   956 }
   957 
   958 \paragraph{Also the output} can be a problem. We are familiar with a
   959 specified notations and style taught in university but a computer
   960 program has no knowledge of the form proved by a professor and the
   961 machines themselves also have not yet the possibilities to print every
   962 symbol (correct) Recent developments provide proofs in a human
   963 readable format but according to the fact that there is no money for
   964 good working formal editors yet, the style is one thing we have to
   965 live with.
   966 
   967 \section{Problems rising out of the Development Environment}
   968 
   969 fehlermeldungen! TODO
   970 
   971 \section{Conclusion}\label{conclusion}
   972 
   973 TODO
   974 
   975 \bibliographystyle{alpha}
   976 \bibliography{references}
   977 
   978 \end{document}