On Tuesday, November 4, 2014 8:48:21 PM UTC+1, Richard Fateman wrote:
>
> I think your citing of Karr's paper is OK;  the more modern notation seems 
> to be
> sum  (i in the set{M}  of  f(i))   which avoids the order of enumeration 
> of elements of M.
>
> As far as the best known algorithm,  what about
>
> Bill Gosper's?
> e.g.
> http://mathworld.wolfram.com/GospersAlgorithm.html
>
> and the umpteen related papers some of which are in the references there? 
> (which don't mention Karr;
> in fact, it seems mathematica ignores him!)
>
> While I have not recently read Karr's paper (the one in J. ACM)  I recall 
> it being quite lengthy and not contributing
> anything new that could be programmed in Macsyma.  At least not programmed 
> by me.
> Not to say that anything in it is wrong. Just not helpful.
>
> Other work, Zeilberger, Wilf.  .. has been put into Maxima, I think.
>
> RJF
>
>
Karr's algorithm is much more general than Gosper's algorithm -- it 
encompasses Gosper's algorithm as a special case, but is also able to deal 
with q-hypergeometric series and holonomic series. For example, it can be 
used to simplify horrible-looking nested sums involving generalized 
harmonic numbers. This has some applications -- there's a very active 
research project going on at RISC and DESY (Deutsches Elektronen 
Synchrotron) that uses Karr's algorithm to evaluate Feynman diagrams, which 
amount to precisely such sums 
(http://www.risc.jku.at/research/combinat/subgroups/QFT/index.html)

It's quite accurate to desribe Karr's algorithm as an analog of the Risch 
algorithm, only in the setting of difference fields instead of differential 
fields. Why is it much less well known than Risch's algorithm? To begin 
with, symbolic integration is probably considered a more important problem 
for the obvious practical reason: it's often less painful to compute a 
numerical value from a closed form of an integral than doing numerical 
integration, but you usually don't need a closed form to evaluate a finite 
sum. Moreover, hypergeometric series already cover the most common 
applications, so Gosper's algorithm plus some pattern matching goes a long 
way. In terms of practical importance, you could almost compare 
hypergeometric terms to elementary functions in the 
differential/integration setting (algebraically, however, hypergeometric 
terms are arguably a more restricted class than elementary functions).

A second reason why Karr's work is much less known is that his papers 
indeed are rather theoretical. You could compare it to Risch's work in a 
sense. Risch provided the theoretical foundations, but the hard work of 
actually making all the steps of the algorithm concrete and implementing it 
in software was done later by Manuel Bronstein and others. The same has now 
been done with Karr's algorithm, and it might just be a historical accident 
that this development is less well-known. Carsten Schneider (RISC) has 
implemented Karr's algorithm in his Mathematica package Sigma, and also 
extended the algorithm. He has written numerous papers about this, for 
example http://arxiv.org/abs/0808.2543 and he very clearly attributes the 
whole machinery to Karr, so I think it's fair to follow that example.

Probably a third reason is that in the summation setting, some things are 
just harder. In the Risch algorithm, the hardest part is integrating 
algebraic functions, but this problem has been solved, at least in theory 
(it seems to be extremely difficult to implement completely). In Karr's 
difference field setting, the counterpart of algebraic functions are terms 
like (-1)^n. These are clearly important in practice, but Karr's theory 
basically breaks down when you include them. The field extension for such a 
term is not transcendental, and Karr's algorithm like the Risch algorithm 
depends on using transcendental extensions (and yes, a factor (-1)^n is not 
a problem in a hypergeometric series, but that's a trivial special case). I 
don't think the problem of supporting such terms has been completely solved 
yet. Burcin Erocal did some work on this problem in his thesis, and I think 
Carsten Schneider has made more progress recently, but I don't recall the 
details.

Fredrik

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