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2. Developments in Factorization.
\The problem of distinguishing prime numbers from composite
numbers and of resolving the latter into their prime factors is
known to be one of the most important and useful in arithmetic.
It has engaged the industry and wisdom of ancient and modern
geometers to such an extent that it would be superuous
to discuss the problem at length. Nevertheless we must confess
that all methods that have been proposed thus far are either
restricted to very special cases or are so laborious and prolix
that even for numbers that do not exceed the limits of tables
constructed by estimable men, i.e. for numbers that do not yield
to arti_cial methods, they try the patience of even the practiced
calculator: : : The dignity of the science itself seems to require
that every possible means be explored for the solution of a problem
so elegant and so celebrated." C. F. Gauss [21, Sec. 329]
In the past, before electronic computers, only a few factors of the numbers in
these tables were discovered in a year's time, and a record was kept of who had
discovered the factors. Computers have made factorization such a proli_c activity
that exhaustive documentation is, of course, no longer practicable. Accordingly, we
mention only a few outstanding cases in this Introduction and make no attempt at
all to document the tables themselves. A few factors in the tables have appeared
earlier in privately circulated lists of E. Karst and M. Merson. (See [6, 7, 30].)
After the extensive searches for factors that we conducted, a _nal search by
SSW put the tables in almost _nal form for publication. This was a direct search
made after the compilation and distribution of a _rst version of the tables in 1976
to a few interested parties. In this search all the numbers in the tables were refactored
up to a common search limit of 235. With the known factors having been
rediscovered and the new factors entered in the tables, we are con_dent that the
tables contain all prime factors less than 235.
In this section, we limit our discussion to the factoring methods we have actually
used, since, as mentioned before, this is not a history of the subject, but rather
an account of the building of these tables.
III B 2 DEVELOPMENTS IN FACTORIZATION lvi
(a) Direct Search. This \divide and conquer" method (most often more divide
than conquer) is a factoring method in which a sequence of trial divisors is generated,
usually in order of increasing magnitude. Each member of the sequence,
less than some factoring bound, is divided into the number N to see if it divides
exactly.
The most common method of generating the sequence of trial divisors is with
the use of an increment table. The increments in the table are the remaining
di_erences after certain terms in the appropriate arithmetic sequence are sieved
out because they are multiples of small primes. These primes usually don't exceed
13 because of space limitations in the computer [92, 2]. The table of increments
is _rst constructed by the computer and is then used over and over again to create
the sequence of trial divisors.
Although composite trial divisors remain in the sequence, it is more practical
just to try them as possible divisors than to spend time eliminating them, unless
trying one of them is very time-consuming. In [26] the authors found it better to
use an extensive sieve and eliminate most composite numbers from the sequence of
trial divisors.
Perhaps the simplest way to program the construction of the increment table
is through the use of a GCD subroutine, which rejects a member of the arithmetic
sequence to which the factors belong if it has a factor in common with any of the
sieve primes. A good check on the increment table is to sum its entries. In the
direct search to 235, SSW did not use an increment table. To seek small factors of
2p 1, for example, he chose J so that 8pJ was a reasonable size, say 8pJ _ 105
with J the product of small odd primes. Then for each appropriate S _ 8pJ
with (S; J) = 1, the trial divisors f = S + 8pJk, k = 0; 1; 2; : : : ; were tested in
that order for f < 235. This strategy kept the memory requirements small. Here,
\appropriate" means that if N has a particular form, the sequence to which the
factors belong may be severely restricted. For example, if N = 2p 1, p prime,
all factors are of the form kp + 1 and 8k _ 1. For another example, the possible
prime factors q of _n(b), apart from a possible intrinsic factor, must belong to the
arithmetic progression q _ 1 (mod n) if n is even, or q _ 1 (mod 2n) if n is odd.
(See section C.)
A direct search is usually made to try to _nd small prime factors of N before
anything else is done. When the factors less than the search bound are removed,
then the remaining cofactor (again called N) is tested in Fermat's congruence to
determine if N is composite or if N is a probable prime, i.e., a number that
satis_es Fermat's congruence for some nontrivial base.
(b) Legendre's Method. In this method the sequence of trial divisors is obtained
by using a much more elaborate sifting method, a quadratic sieve. By using quadratic
residues of N, each prime factor of N is discovered to have certain numbers
(usually primes) as quadratic residues. This implies that the prime factors of N
lie in readily determined arithmetic sequences. By combining these, a sequence of
trial divisors can be generated.
This method [38, 75, p. 198] was used by Jerry Johnson in 1963 to factor
N = 2101 1, a number which had stood for decades as the Mersenne number
whose factorization was \most wanted". In the IBM 704 program that factored it,
prime quadratic residues of N were obtained from the continued fraction expansion
of
p
mN for various values of m. (See [32] for a discussion of this method.) The
lvii III B 2 DEVELOPMENTS IN FACTORIZATION
program that expanded
p
mN and factored the denominators of the complete quotients
also checked to see if any of these denominators was a square, just as hand
calculators had done for decades. The occurrence of a square can sometimes give
an immediate factorization of N.
(c) Di_erence of Squares and Quadratic Forms. The di_erence of squares
method is one of the oldest factorization methods we have used. This method,
introduced by Fermat, was improved by Gauss [21, Sec. 319{321]. (See [42] for a
discussion of the use of this method on early sieves and [6] for its implementation
on an electronic computer, and see also [49, 50, 33, Ch. VI].) Fermat would seek
to _nd nontrivial x and y so that x2 y2 = N, from which a factorization directly
follows. Gauss wrote this equation as the congruence y2 _ x2 N (mod E) for
various moduli E, thereby restricting the values of x to about one half of the possible
residues modulo E. Combining these restrictions produced a sieve which excluded
all values of x except for about one in 2s when s exclusion moduli E were used.
For some numbers with a special form such as 2n 1, the x in this representation
can be shown to lie in a certain arithmetic sequence. When this information is
introduced at the outset as a change of variable, the sifting problem is considerably
reduced [45, 50].
Since the di_erence of squares method works best when N can be expressed as
a product of two factors of comparable size, it is sometimes better to factor mN,
instead of N, for some value of m. (See [39] for a discussion of this old idea.) One
then seeks values for x and y so that y2 _ x2 mN (mod E), again for various
values of E. A sieve on x is then set up as before.
This method was used on all the sieve machines of DHL, one of the most
impressive results being the DLS 127 factorization
2136 + 1
257:383521
= 2368179743873:373200722470799764577
[7, p. 644]. This problem was run on a standby basis on that sieve for 2600 hours
before the number factored. Ten di_erent multipliers m were used, the last, which
did the job, being
m10 = 165670849 = 1 + 26:32:7:17:2417 :
The sieve was run for only 12.5 hours with m10. This sobering result shows all too
well how little we knew (and still know) about choosing a good multiplier in this
method.
In addition to the special case of a di_erence of squares, there is also Euler's
factorization method of expressing N as a quadratic form in two di_erent ways.
This method was employed on the di_erent sieves to good e_ect [68, 48, p. 106].
A still further method, using sets of forms, was developed in [65]. Generally speaking,
however, sieve methods of factorization no longer compete with the continued
fraction method. (See also [48].)
(d) The Continued Fraction Method. Experience with Legendre's method and
an analysis of its arithmetical behavior suggested to JB that certain residues produced
in the simple continued fraction expansion of
p
mN might be multiplied together
to produce a perfect square. This procedure (incorrectly called \Legendre's
Method" in the _rst edition (1969) of [32]) contrasts with method (b) above, in
III B 2 DEVELOPMENTS IN FACTORIZATION lviii
which a square times a prime is sought. Although previous hand calculation with
this method had shown that a square produced in this way quite often failed to
lead to a factorization of N, it became apparent when this method was running
at UCLA that it was, despite these failures, very much more powerful than any
general factoring method that had been used before [75].
The ideas in this method had been discussed earlier from the point of view
of the failures in the method by DHL and R. E. Powers [46], because as a hand
method it continually failed to factor N despite a large amount of computation.
As the method was developed by Mike Morrison and JB, it also became apparent
that a small set of primes was all that was needed in factoring the denominators
of the complete quotients; most of the denominators were discarded when they did
not factor enough with just these primes. This has been veri_ed in general through
the statistics that have been kept in recent years by Marvin Wunderlich. In private
conversations, H. J. Godwin has also indicated that in his experience with the
method, a small set of primes augmented by new primes that arise from completely
factoring some of the denominators, seems to provide a growing factor base which
is quite e_ective for the method.
Although the method often fails to factor N the _rst time that a square has
been constructed, it almost always factors the number soon after the squares begin
to appear. The power of the method can be illustrated by the factorization of 2128+1
[73], that of 2149 1 by Rich Schroeppel [7, p. 645], that of the 49-digit cofactor
of 3121 1 by SSW, and by the fact that throughout these tables no composite
number with 50 or fewer digits remains to be factored. (See IV for more recent
information.) The main reason for this power is that all the auxiliary factoring is
of numbers less than 2
p
mN.
(e) The Methods of John Pollard. Two other methods, introduced by John
Pollard, were of great importance in carrying out the factorizations in these tables.
The _rst, or \p 1" method [80] is often spectacularly successful since it can
sometimes _nd a quite enormous factor p with very little computing if p 1 splits
entirely or almost entirely into a product of small primes.
The p 1 method may have one or two steps. Using only the _rst step, one
_nds a factor p, regardless of its size, if p 1 is a product of small primes. Using
both steps, one _nds a factor p if p 1 is a product of small primes and a single
larger prime.
Both the single and double step methods have been programmed and have
occasionally produced much larger factors than those which can be found by most
other methods. For example, using only the single step method, we found the 19-
digit factor p = 1325815267337711173 of 1053 1 in only a few minutes on the
IBM 360/67, since p 1 = 22:32:11:53:1279:1553:3557:8941. Robert Baillie at the
University of Illinois used the double step method to _nd the impressive 25-digit
factor p = 1155685395246619182673033 of the 63-digit cofactor of the Mersenne
number 22571 in about 50 minutes on the Plato system's CDC 6500, since p1 =
23:32:192:47:67:257:439:119173:1050151. It was fortunate that the _rst step was
taken at least up to 119173, for otherwise this factor of 2257 1 would not have
been found. He has kindly permitted us to publish other factors he has found by
this method.
A related method which can _nd prime factors p of N when p + 1 factors
completely into small primes, has been programmed by Earl Ecklund and JB at
lix III B 3(a) THE THEORY
DeKalb. The two step method for p 1 and p + 1 has been programmed by Hugh
Williams at Winnipeg. In this modi_cation of Pollard's method the divisibility
properties of Lucas sequences are used. The factors found by Williams are included
here with his permission (two factors were found independently by G. J. Stevens).
It sometimes happens in this method that the smallest factor is not the _rst
to be found. For example, the impressive 23-digit factor 53199025841281128499153
is the largest factor of 1159 + 1, and this was discovered before the two 17-digit
factors.
The second method of Pollard [81], the so-called \Rho" or \Monte Carlo"
method, has been used by the authors only in auxiliary factoring associated with
primality testing. This powerful method was also used by M. Penk [77] to discover
the factor 535006138814359 of 22571, the largest of the originalMersenne numbers
and known to be composite for half a century. Richard Brent also used a variation
of this method to factor the eighth Fermat number F8 = 2256 + 1, obtaining the
factor 1238926361552897. The cofactor of F8 was shown to be prime by Williams
and Brent.
The factorization of 2191 1 is interesting in that it was accomplished through
the use of four di_erent factoring methods: besides the \Euler factor" 383, the
second factor was then found by direct search; the fourth was found by Pollard
p 1; the third and _fth were found using the continued fraction method. (The
second factor could actually have been found much more readily using the Pollard
p 1 method.)
There is little doubt that Pollard's methods will have great importance in
further factorizations in these tables, since most composite numbers in these tables
have not yet been attacked by either of these methods. (This work was done by
the time of the second edition. See Section IV A 2(a).)
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