Math 419W/519: (Intro to) Stochastic Math Modeling

Winter Semester 2023

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Land Acknowledgement

The campus of Eastern Michigan University is located on the traditional territory (ceded in the 1807 Treaty of Detroit) of the Anishinaabeg, which refers collectively to the Ojibwe, Odawa, and Potawatomi (also known as the People of the Three Fires), and was also home to the Wendat/Wyandot people. This acknowledgement is included here to honor the elders and stewards of these heritages.

Official Course Catalog Entry

419: Models of randomness in a variety of fields: actuarial studies, economics, biology, engineering, and others as appropriate for student population. Discrete time Markov chains, Poisson processes and generalizations, time series, Brownian motion, and dynamic programming. An important part of the course is an opportunity for a student to become involved in an actual modeling problem.

519: Models of randomness in a variety of applications. Discrete and Continuous Time Markov chains, Renewal processes and generalizations, queueing theory, time series, Brownian motion, and dynamic programming. Completion of basic linear algebra and probability is assumed.

Prerequisites

419: Math 122 and at least one of Math/Stat 223, 311, 319, 360, 370

519: Linear algebra at the level of Math 122 and probability at the level of Stat 360 is assumed.

Some experience using Excel, R, or Python will also be VERY helpful (or Matlab or Sage, or to a lesser extent Maple or Mathematica), but it is not strictly a prerequisite.

419 Follow-up courses: Math 436 Numerical Analysis, various statistics classes

519 Follow-up courses: various statistics classes

Class Format and Meetings

Format: In-person , with recordings usually available if needed (not guaranteed though).
Meetings: Mon, Wed 2:00pm-3:15pm
"Final Exam" (actually, presentations) schedule: Mon Apr 24, 1:30-3:00 A HALF HOUR EARLY
Math 419W: CRN 23825 3 credit hours.
Math 519: CRN 23826, 3 credit hours.

Class meetings will be mostly interactive lectures, with some time to discuss homework.

Instructor information

Professor Andrew Ross
Pray-Harrold 515L
andrew.ross@emich.edu
My homepage
(734) 487-1658, but I strongly prefer e-mail instead of phone contact.
Math department main office: Pray-Harrold 515 (734) 487-1444

Office Hours and other help

Here is my complete schedule aside from many online Zoom meetings with my online class:
 
Mon/Wed:
	1:30	2:00	office hours	
	2:00	3:15	Math 419W/519
	3:15	4:00	office hours	
Tue/Thu: various meetings for research and with students
Fri
	11:00-12:00 once/month: department Colloquium (students invited!)
	12:30- 2:30 once/month: department meeting

I am also happy to make appointments if you cannot come to the general office hours. Please send me e-mail to arrange an appointment, or use the online calendar appointment system that I'm linking to in Canvas/made an Announcement about.

The Mathematics Student Services Center (or "Math Lab") is also here to help you, in Pray-Harrold 411. Their hours are posted here. Please give them a call at 734-487-0983 or just drop by. However, very few tutors have taken Math 419W/519, so while it's a good place to work (meet with classmates, etc.) the tutoring might not be as good as it usually is for 100, 200, and 300-level classes.

Many assignments in this course will be in the form of papers, which I want to be well written. I will be providing you with as much discipline-specific writing help as I can. You may also find it helpful to consult with the Academic Project Center for help in tuning up your writing.

Required materials

Heavy use of a computer is required in this class. We will mostly use Excel and R/Rstudio, but Python is also acceptable. Many days, it will be best to have a laptop in class, but if you can't bring one, you can probably buddy up with someone.

We will use files from this webpage sometimes in class.

Recommended materials

Our recommended (not required) textbook is "Introduction to Probability Models", by Sheldon Ross (no relation to your instructor), published by Academic Press, any edition

Course Web Page

We will use the Canvas system. You are expected to keep an eye on your scores using the system, and get extra help if your scores indicate the need.

Supplementary Materials

Here is a list of books that I have found interesting and related to math modeling. Perhaps some of them will strike your fancy, too. I own the ones that are starred (*) and can lend them to you. Others you will have to find at the library or on the usual Internet booksellers. Links are given to Amazon, but I do not specifically endorse them or any particular bookseller. Of course, if you like a book you can see what similar books the online bookseller recommends.

Course Content

Course Goals

Our primary goal is to teach you to be a good (or great!) stochastic math modeler. To be a good modeler, you need:

We have a few secondary goals, which may be more or less applicable to your personal situation:

Outline/schedule

We will start by reviewing basic probability ideas. We will also learn how to simulate a variety of random variables using Excel or R or Python (your choice)--doing little simulations will help understand a fair amount of the theory we will learn.

Time Series are used for a variety of things in economics and the various sciences. This will be the most statistics-oriented part of the class.

After that, we will talk about Discrete Time Markov Chains (DTMCs), which are used to model a wide variety of phenomena, from people moving between socio-economic classes to babies learning where one word ends and the next begins. Then, we will talk about Poisson Processes, which are useful for modeling the arrival of demands (like phone calls or customers) or other time-based phenomena (radiation particles, asteroids, etc.)

We will also study Renewal Theory, in which many of the results are completely intuitive, but there is one important result (called the Inspection Paradox) that takes some getting used to.

Queueing Theory is the study of how long people (or items) have to wait to be served.

Reliability Theory is in the book, but we will not cover it in this course unless there is a demand for it and some extra time.

Brownian Motion is the basis of a lot of stock market models. It is essentially a random walk. We will also look at some generalizations.

Dynamic Programming is a method of optimizing one's decisions as they unfold in time. It often includes some model of randomness, because we don't know what the future will hold. It is also used in some pattern recognition problems, such as speech recognition and genomic searches/ DNA alignment.

Schedule

See the schedule in our Coursepack (readings, Homeworks).

Also in that file is the link for our Class Logbook where I paste in various stuff from "lecture" and we do our end-of-class writing/questions.

Detailed Learning Outcomes

By the end of the course, students will be able to:

Grading Policies

Attendance

Regular attendance is strongly recommended. There will be material presented in class that is not in the textbook, yet will be very useful. Similarly, there are things in the textbook that are might not be covered in class, but are still very useful. If you must miss a class, arrange to get a copy of the notes from someone, and arrange for someone to ask your questions for you. If you are stuck on occasion without your usual child care, you may bring your child to class, and need not even get advanced permission (this is my personal policy--I don't know if EMU has a policy). Please be considerate to your classmates if your child becomes disruptive.

My lectures and discussions mostly use the document camera, along with demonstrations in Excel and other mathematical software. I sometimes have PowerPoint-like presentations, and I distribute electronic copies.

Homework

Homework will be assigned about once or twice a week. It will sometimes be a small problem set designed to help you understand the behavior of math models. Other times, it will involve writing up a little paper on an assigned topic. All homework should be typed.

Homework papers should be submitted on-line via Canvas, where they may be checked by TurnItIn.com or a similar service. This is partly to help keep you honest, and partly to help you learn acceptable ways to cite the work of others. A side benefit is that sometimes TurnItIn finds papers relevant to your work that you would not have found otherwise!

Exams

There will be no exams unless the class has trouble being otherwise motivated. If you would like an interesting project, you could create a final exam for this course, along with a writeup justifying why each question is appropriate, and of course a solution key along with rubric for grading incorrect answers.

Projects

Instead of a mid-term and a final exam, you will do a mid-term and a final project. Your results will be reported in a paper and a presentation to the class. The grade for each project is split into:

Project Guides

Final presentations will be made during the time slot reserved for the final exam. If there will not be enough time to do all final presentations, then posters, random selection, or point-auction may be used.

Overall Grades

No scores will be dropped, unless a valid medical excuse with evidence is given. In the unfortunate event of a medical need, the appropriate grade or grades may be dropped entirely, rather than giving a make-up, at the instructor's discretion. You are highly encouraged to still complete the relevant assignments and consult with me during office hours to ensure you know the material.

Your final score will be computed as follows:

Once final scores are computed, we will use the following grading scale:

	92.0 and above : A
	88.0 to 92.0: A-
	84.0 to 88.0: B+
	80.0 to 84.0: B
	76.0 to 80.0: B-
	72.0 to 76.0: C+, etc.
	

Writing-Intensive Rationale

Whether you go into industry or academics, you will need to be able to write reports on the mathematical work you have done. Math 419 is designed to enable students to apply math modeling techniques to formulate and solve problems in applied mathematics/operations research. In this class, students learn how to present their findings in the format of a peer-reviewed scientific journal or technical report, and how to present their findings in the format of PowerPoint-type presentations. Of the final grade in Math 419, over 50 percent is based on the writing assignments. Students are provided with the tools to enable them to communicate successfully their modeling findings. They receive written and oral feedback on smaller, staged writing assignments, as well as opportunities for revision, providing them with the skills to improve their writing and excel at writing complete papers. Students will individually write two full-length math modeling papers and presentations (those with an interest in secondary education may substitute one lesson plan for a modeling paper). Students who successfully complete Math 419 have the ability to read critically and evaluate peer-reviewed journal articles and present their own research in the same format. As such, Math 419 meets the requirements of a Writing Intensive Course in the Major of the General Education program. Unofficial additional rationale thinking: On the other hand, who says the current system of writing expectations in academia or industry is the best possible system? The paragraph above is about learning to "play the game". If you are more interested in "changing the game" instead, let me know (well in advance of due dates) and we can work together to try new things.

Side note:

Math 419W is distinct from Math 311W, Mathematical Problem Solving, because 419W projects focus more on applied work where a substantial part of the difficulty is figuring out what problem we want to solve-do we optimize today's operations, or our tactics for the next few months, or our long-term corporate strategy? Also, Math 419W projects often start with real-world data that students obtain from their workplaces. Formal mathematical proofs are only rarely a part of Math 419W, whereas they are a mainstay of 311W. Computer simulations, computations, and sensitivity analysis are important parts of most 419W projects, while they are not usually important in 311W. Math 419W tends to consider stochastic (random) phenomena, while 311W considers deterministic formulas.

Advice from Other Math Modelling Students

In the last few semesters, I've asked my math modeling students to give advice to you, future math modeling students, based on their experiences in my course. Here are some of the highlights:

See any common themes?

Standard University Policies

In addition to the articulated course specific policies and expectations, students are responsible for understanding all applicable University guidelines, policies, and procedures. The EMU Student Handbook is the primary resource provided to students to ensure that they have access to all university policies, support resources, and student's rights and responsibilities. Changes may be made to the EMU Student Handbook whenever necessary, and shall be effective immediately, and/or as of the date on which a policy is formally adopted, and/or on the date specified in the amendment. Please note: Electing not to access the link provided below does not absolve a student of responsibility. For questions about any university policy, procedure, practice, or resource, please contact the Office of the Ombuds: 248 Student Center, 734.487.0074, emu_ombuds@emich.edu, or visit the website: www.emich.edu/ombuds .

University Course Policies: https://www.emich.edu/studenthandbook/policies/academic.php

Student Handbook Link: https://www.emich.edu/studenthandbook/index.php

Graduate School Policies: http://www.emich.edu/graduate/policies/index.php In addition to the articulated course specific policies and expectation, students are responsible for understanding all applicable university guidelines, policies, and procedures. The EMU Student Handbook is the primary resource provided to students to ensure that they have access to all university policies, support resources, and student's rights and responsibilities. Changes may be made to the EMU Student Handbook whenever necessary, and shall be effective immediately, and/or as of the date on which a policy is formally adopted, and/or the date specified in the amendment. Electing not to access the link provided below does not absolve a student of responsibility. For questions about any university policy, procedure, practice, or resource, please contact the Office of the Ombuds: 248 Student Center, 734.487.0074, emu_ombuds@emich.edu, or visit the website at www.emich.edu/ombuds . CLICK HERE to access the University Course Policies

University Writing Center

Please see the University Writing Center information.

Mental Health Support

EMU's Counseling and Psychological Services is here to help you with anxiety, depression, and many other difficulties.

Policy on Sexual Misconduct

Acts of sexual violence are intolerable. Eastern Michigan expects all members of the campus community to act in a manner that does not infringe on the rights of others. We are committed to eliminating all acts of sexual violence. Eastern Michigan faculty and staff are concerned about the well-being and development of our students. We are obligated to share information with the Eastern Michigan Title IX Coordinator in certain situations to help ensure that the students’ safety and welfare is being addressed, consistent with the requirements of the law. These disclosures include but are not limited to reports of sexual assault, relationship violence, and stalking. If you have experienced or know someone who has experienced sexual violence, services and resources are available. You may also choose to file a report. For further information, contact Dr. Doris Fields, EMU's Interim Title IX Coordinator, dfields1@emich.edu; 734.487.7696, and visit the Sexual Misconduct Prevention and Response Office website

Food Pantry

Swoop's Pantry (104 Pierce Hall, emich.edu/swoopspantry, 734 487 4173) offers food assistance to all EMU students who could benefit. Students are able to visit twice per month to receive perishable and non-perishable food items, personal hygiene items, baby items, and more. Students can visit our website for hours of operation and more information. If you are in a position to donate to Swoop's, I encourage you to do so!