Introduction to Mathematical Modeling
N. L. Gibson
Department of Mathematics
Oregon State University
MTH 323: MATHEMATICAL MODELING
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Outline
1 What is a Mathematical Model?
2 The Process of Mathematical Modeling
3 Example of A Conceptual Model: The SIR Epidemic Model
4 Why do Mathematical Modeling?
5 Types of Mathematical Models
6 Conclusions
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What is a Mathematical Model?
What is a Mathematical Model?
1 Models are abstractions of reality!
2 Models are a representation of a particular thing, idea, or
condition.
3 Mathematical Models are simplified representations of some real-
world entity or process
can be in equations or computer code
are intended to mimic essential features while leaving out
inessentials
4 Mathematical models are characterized by assumptions about:
Variables (the things which change)
Parameters (the things which do not change)
Functional forms (the relationship between the two)
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The Process of Mathematical Modeling
The Modeling Process...
...is a series of steps taken to convert an idea first into a conceptual
model and then into a quantitative model.
1 A conceptual model represents our ideas about how the system
works. It can be expressed visually in a model diagram, for
example, involving boxes (state variables) and arrows (material
flows or causal effects).
2 Equations are developed to form a quantitative model, for
example, consisting of dynamic (i.e., varying with time) equations
for each state variable involving the rates of each process.
3 The equations can then be studied mathematically or translated
into computer code to obtain numerical solutions, for example,
state variable trajectories.
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Example of A Conceptual Model: The SIR Epidemic Model
A Conceptual Model Diagram
Spread of an infectious disease.
The SIR Epidemic Model
Transmission (β) Recovery (α)
S I R
State Variables
Susceptibles (S): Individuals susceptible to the disease
Infectious (I): Infected Individuals able to transmit the parasite to
others
Recovered (R): Individuals that have recovered, are immune or
have died from the disease and do not contribute to the
transmission of the disease
Parameters: α, β
Functional Forms?
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Why do Mathematical Modeling?
Why do Mathematical Modeling?
Scientific Understanding
A model embodies a hypothesis about the study system, and lets
you compare that hypothesis with data.
A model can still be useful when it fails to fit the data, because that
says that some of your ideas about the study system are wrong.
Mathematical models and computer simulations are useful
experimental tools for building and testing theories, assesing
quantitative conjectures, answering specific questions, determining
sensitivities to changes in parameter values and estimating key
parameters from data.
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Why do Mathematical Modeling?
Why do Mathematical Modeling? (cont)
Clarification
The model formulation process clarifies assumptions, variables,
and parameters
The process of formulating a model is extremely helpful for
organizing one’s thinking, bringing hidden assumptions to light and
identifying data needs.... do you really have all the necessary
pieces?!
Using our Scientific Understanding to Manage the World
Forecasting disease outbreaks or weather
Designing man-made systems, for example, bioengineering,
nanodevices, electronics
Managing existing systems such as agriculture, health care,
reservoirs
Regulating policies like medical treatments, pollution, natural
resources
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Why do Mathematical Modeling?
Why do Mathematical Modeling? (cont)
Simulated Experimentation
Realistic experimenting may be impossible
Experiments with infectious disease spread in human populations
are often impossible, unethical or expensive.
We cannnot manage endangered species by trial and error.
We dare not set dosage for clinical trials of new drugs on humans
or set safe limits for exposure to toxic substances without proper
knowledge of the consequences.
The curse of dimensionality
Sometimes a purely experimental approach is not feasible because
the data requirements for estimating a model grow rapidly in the
number of variables.
Modeling using computer programs is cheap.
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Types of Mathematical Models
Types of Mathematical Models
Qualitative vs. Quantitative Models
Qualitative models lead to a detailed, numerical predicition about
responses, whereas qualitative models lead to general descriptions
about the responses.
Static vs. Dynamic Models
Static models are at an equilibrium or steady state, as opposed to
dynamic models which change with respect to time.
Continuous vs. Discrete Models
Differential vs. difference equations
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Types of Mathematical Models
Types of Mathematical Models (cont)
Individual vs. Structured Models
Structured models based on age, size, stage, etc.
Mechanistic vs. Statistical Models
Statistical or empirical models are usually regression based. They
provide a quantitative summary of the observed relationships
among a set of measured variables.
A mechanistic or scientific model begins with a description of how
nature might work, and proceeds from this description to a set of
predictions relating the independent and dependent variables.
Deterministic vs. Stochastic models
Deterministic models have no components that are inherently
uncertain, i.e., no parameters in the model are characterized by
probability distributions, as opposed to stochastic models.
For fixed starting values, a deterministic model will always produce
the same result. A stochastic model will produce many different
results depending on the actual values that the random variables
take in each realization.
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Conclusions
Conclusions
Modeling clarifies what the underlying assumptions are.
Model analysis and/or simulation predictions can suggest crucial
data that should be gathered.
Model analysis and/or simulation can suggest control strategies
that could be implemented.
Models are abstractions of reality; modeling is essentially a
tradeoff between: Generality, Realism and Precision.
The usefulness of any particular model depends on the modeler’s
goals. To describe general principles, it is usually necessary to
sacrifice realism and precision. To describe a particular situation
precisely, it is usually necessary to sacrifice generality.
Modeling is not perfect and usually is a simplification of reality.
Remember a model is only as good as its assumptions are.
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Appendix References and Further Reading
References and Further Reading I
N. T. J. Bailey.
The Mathematical Theory of Infectious Diseases.
Griffin, London 1975.
A. Okubo.
Diffusion and Ecological Problems: Mathematical Models.
Springer-Verlag, Berlin, Heidelberg, 1980.
S. P. Ellner and J. Guckenheimer
Dynamic Models in Biology.
Princeton University Press, 2006.
R. Hillborn and M. Mangel
The Ecological Detective: Confronting Models with Data.
Princeton University Press, 1997.
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