I want to study Mazur's torsion theorem for elliptic curves over $Q$ and its generalizations for number fields, i.e., papers by Kamienny, Kenku & Momose, Filip Najman. So please suggest to me what background I should have before starting to read the relevant papers. If you could offer me some books/papers/articles, I would be glad.
[Math] Mazur’s torsion theorem on elliptic curves and its generalisations
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First of all, Kevin is being quite modest in his comment above: his paper
Buzzard, Kevin. Integral models of certain Shimura curves. Duke Math. J. 87 (1997), no. 3, 591--612.
contains many basic results on integral models of Shimura curves over totally real fields, and is widely cited by workers in the field: 22 citations on MathSciNet. The most recent is a paper of mine:
Clark, Pete L. On the Hasse principle for Shimura curves. Israel J. Math. 171 (2009), 349--365.
http://alpha.math.uga.edu/~pete/plclarkarxiv7.pdf
Section 3 of this paper spends 2-3 pages summarizing results on the structure of the canonical integral model of a Shimura curve over $\mathbb{Q}$ (with applications to the existence of local points). From the introduction to this paper:
"This result [something about local points] follows readily enough from a description of their [certain Shimura curves over Q] integral canonical models. Unfortunately I know of no unique, complete reference for this material. I have myself written first (my 2003 Harvard thesis) and second (notes from a 2005 ISM course in Montreal) approximations of such a work, and in so doing I have come to respect the difficulty of this expository problem."
I wrote that about three years ago, and I still feel that way today. Here are the documents:
is my thesis. "Chapter 0" is an exposition on Shimura curves: it is about 50 pages long.
- For my (incomplete) lecture notes from 2005, go to
http://alpha.math.uga.edu/~pete/expositions2012.html
and scroll down to "Shimura Curves". There are 12 files there, totalling 106 pages [perhaps I should also compile them into a single file]. On the other hand, the title of the course was Shimura Varieties, and although I don't so much as attempt to give the definition of a general Shimura variety, some of the discussion includes other PEL-type Shimura varieties like Hilbert and Siegel moduli space. These notes do not entirely supercede my thesis: each contains some material that the other omits.
When I applied for an NSF grant 3 years ago, I mentioned that if I got the grant, as part of my larger impact I would write a book on Shimura curves. Three years later I have written up some new material (as yet unreleased) but am wishing that I had not said that so directly: I would need at least a full semester off to make real progress (partly, of course, to better understand much of the material).
Let me explain the scope of the problem as follows: there does not even exist a single, reasonably comprehensive reference on the arithmetic geometry of the classical modular curves (i.e., $X_0(N)$ and such). This would-be bible of modular curves ought to contain most of the material from Shimura's book (260 pages) and the book of Katz and Mazur Arithmetic Moduli of Elliptic Curves (514 pages). These two books don't mess around and have little overlap, so you get a lower bound of, say, 700 pages that way.
Conversely, I claim that there is some reasonable topology on the arithmetic geometry of modular curves whose compactification is the theory of Shimura curves. The reason is that in many cases there are several ways to establish a result about modular curves, and "the right one" generalizes to Shimura curves with little trouble. (For example, to define the rational canonical model for classical modular curves, one could use the theory of Fourier expansions at the cusps -- which won't generalize -- or the theory of moduli spaces -- which generalizes immediately. Better yet is to use Shimura's theory of special points, which nowadays you need to know anyway to study Heegner point constructions.) Most of the remainder concerns quaternion arithmetic, which, while technical, is nowadays well understood and worked out.
Caveat: in order to give you an overview, I've been vague/sloppy in several places.
Well the basic link to representation theory is that modular forms (and automorphic forms) can be viewed as functions in representation spaces of reductive groups. What I mean is the following: take for example a modular form, i.e. a function $f$ on the upper-half plane satisfying certain conditions. Since the upper-half plane is a quotient of $G=\mathrm{GL}(2,\mathbf{R})$, you can pull $f$ back to a function on $G$ (technically you massage it a bit, but this is the main idea) which will be invariant under a discrete subgroup $\Gamma$. Functions that look like this are called automorphic forms on $G$. The space all automorphic forms on $G$ is a representation of $G$ (via the right regular represenation, i.e. $(gf)(x)=f(xg)$). Basically, any irreducible subrepresentation of the space of automorphic forms is what is called an automorphic representation of $G$. So, modular forms can be viewed as certain vectors in certain (generally infinite-dimensional) representations of $G$. In this context, one can define the Hecke algebra of $G$ as the complex-valued $C^\infty$ functions on $G$ with compact support viewed as a ring under convolution. This is a substitute for the group ring that occurs in the representation theory of finite groups, i.e. the (possibly infinite-dimensional) group representations of $G$ should correspond to the (possibly infinite-dimensional) algebra representations of its Hecke algebra. This type of stuff is the basic connection of modular forms to representation theory and it goes back at least to Gelfand–Graev–Piatestkii-Shapiro's Representation theory and automorphic functions. You can replace $G$ with a general reductive group.
To get to more advanced stuff, you need to start viewing modular forms not just as functions on $\mathrm{GL}(2,\mathbf{R})$ but rather on $\mathrm{GL}(2,\mathbf{A})$, where $\mathbf{A}$ are the adeles of $\mathbf{Q}$. This is a "restricted direct product" of $\mathrm{GL}(2,\mathbf{R})$ and $\mathrm{GL}(2,\mathbf{Q}_p)$ for all primes $p$. Again you can define a Hecke algebra. It will break up into a "restricted tensor product" of the local Hecke algebras as $H=\otimes_v^\prime H_v$ where $v$ runs over all primes $p$ and $\infty$ ($\infty$ is the infinite prime and corresponds to $\mathbf{R}$). For a prime $p$, $H_p$ is the space of locally constant compact support complex-valued functions on the double-coset space $K\backslash\mathrm{GL}(2,\mathbf{Q}_p)/K$ where $K$ is the maximal compact subgroup $\mathrm{GL}(2,\mathbf{Z}_p)$. If you take something like the characteristic function of the double coset $KA_pK$ where $A_p$ is the matrix with $p$ and $1$ down the diagonal, and look at how to acts on a modular form you'll see that this is the Hecke operator $T_p$.
Then there's the connection with number theory. This is mostly encompassed under the phrase "Langlands program" and is a significantly more complicated beast than the above stuff. At least part of this started with Langlands classification of the admissible representation of real reductive groups. He noticed that he could phrase the parametrization of the admissible representations say of $\mathrm{GL}(n,\mathbf{R})$ in a way that made sense for $\mathrm{GL}(n,\mathbf{Q}_p)$. This sets up a (conjectural, though known now for $\mathrm{GL}(n)$) correspondence between admissible representations of $\mathrm{GL}(n,\mathbf{Q}_p)$ and certain $n$-dimensional representations of a group that's related to the absolute Galois group of $\mathbf{Q}_p$ (the Weil–Deligne group). This is called the Local Langlands Correspondence. The Global Langlands Correspondence is that a similar kind of relation holds between automorphic representations of $\mathrm{GL}(n,\mathbf{A})$ and $n$-dimensional representations of some group related to Galois group (the conjectural Langlands group). These correspondences should be nice in that things that happen on one side should correspond to things happening on the other. This fits into another part of the Langlands program which is the functoriality conjectures (really the correspondences are special cases). Basically, if you have two reductive groups $G$ and $H$ and a certain type of map from one to the other, then you should be able to transfer automorphic representations from one to the other. From this view point, the algebraic geometry side of the picture enters simply as the source for proving instances of the Langlands conjectures. Pretty much the only way to take an automorphic representation and prove that it has an associated Galois representation is to construct a geometric object whose cohomology has both an action of the Hecke algebra and the Galois group and decompose it into pieces and pick out the one you want.
As for suggestions on what to read, I found Gelbart's book Automorphic forms on adele groups pretty readable. This will get you through some of what I've written in the first two paragraphs for the group $\mathrm{GL}(2)$. The most comprehensive reference is the Corvallis proceedings available freely at ams.org. To get into the Langlands program there's the book an introduction to the Langlands program (google books) you could look at. It's really a vast subject and I didn't learn from any one or few sources. But hopefully what I've written has helped you out a bit. I think I need to go to bed now. G'night.
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Andrew Snowden has just finished teaching a course on Mazur's torsion theorem--video-taped lectures and extensive notes may be found here. I've watched several of the lectures; they are excellent.