In
mathematics, the 'imaginary unit
' (or sometimes the Latin
or the Greek
iota, see below) allows the
real number system
to be extended to the
complex number system
. Its precise definition is dependent upon the particular method of extension.
The primary motivation for this extension is the fact that not every
polynomial equation with real coefficients
has a
solution in the real numbers. In particular, the equation
has no real solution (see "Definition", below). However, if we allow complex numbers as solutions, then this equation, and indeed ''every'' polynomial equation
does have a solution. (See
algebraic closure and
fundamental theorem of algebra.)
For a history of the imaginary unit, see
the history of complex numbers.
The imaginary unit is often loosely referred to as the "square root of negative one" or the "square root of minus one", but see
below for difficulties that may arise from a naive use of this idea.
Definition
By definition, the imaginary unit
is one solution of the
quadratic equation
:
or equivalently
:
.
Since there is no 'real' number that squares to any negative real number, we ''imagine'' such a number and assign to it the symbol
. It is important to realize, though, that
is just as well-defined a mathematical construct as the real numbers, despite its formal name and being less intuitive to study.
Real number operations can be extended to imaginary and complex numbers by treating ''i'' as an unknown quantity while manipulating an expression, and then using the definition to replace occurrences of ''i''
2 with −1. Higher integral powers of
can also be replaced with −
, 1,
, or −1.
''i'' and −''i''
Being a second order polynomial with no
multiple real root, the above equation has ''two'' distinct solutions that are equally valid and that happen to be
additive and
multiplicative inverses of each other. More precisely, once a solution
of the equation has been fixed, the value −
≠
is also a solution. Since the equation is the only definition of
, it appears that the definition is ambiguous (more precisely, not
well-defined). However, no ambiguity results as long as one of the solutions is chosen and fixed as the "positive
". This is because, although −
and
are not ''quantitatively'' equivalent (they ''are'' negatives of each other), there is no ''qualitative'' difference between
and −
(that cannot be said for −1 and +1). Both imaginary numbers have equal claim to square to −1. If all mathematical textbooks and published literature referring to imaginary or complex numbers were rewritten with −
replacing every occurrence of +
(and therefore every occurrence of −
replaced by −(−
) = +
), all facts and theorems would continue to be equivalently valid. The distinction between the two roots
of
with one of them as "positive" is purely a notational relic; neither root can be said to be more important than the other.
The issue can be a subtle one. The most precise explanation is to say that although the complex
field, defined as 'R'[''X'']/ (''X''
2 + 1), (see
complex number) is
unique up to isomorphism, it is ''not'' unique up to a ''unique'' isomorphism — there are exactly 2
field automorphisms of 'R'[''X'']/ (''X''
2 + 1), the identity and the automorphism sending ''X'' to −''X''. (These are not the only field automorphisms of 'C', but are the only field automorphisms of 'C' which keep each real number fixed.) See
complex number,
complex conjugation,
field automorphism, and
Galois group.
A similar issue arises if the complex numbers are interpreted as 2 × 2 real
matrices (see
complex number), because then both
:
and
:
are solutions to the matrix equation
:
.
In this case, the ambiguity results from the geometric choice of which "direction" around the
unit circle is "positive" rotation. A more precise explanation is to say that the
automorphism group of the
special orthogonal group SO (2, 'R') has exactly 2 elements — the identity and the automorphism which exchanges "CW" (clockwise) and "CCW" (counter-clockwise) rotations. See
orthogonal group.
All these ambiguities can be solved by adopting a more rigorous
definition of complex number, and explicitly ''choosing'' one of the solutions to the equation to be the imaginary unit. For example, the ordered pair (0, 1), in the usual construction of the complex numbers with two-dimensional vectors.
Warning
The imaginary unit is sometimes written
in advanced mathematics contexts (as well as in less advanced popular texts); however, great care needs to be taken when manipulating formulas involving
radicals. The notation is reserved either for the principal
square root function, which is ''only'' defined for real
≥ 0, or for the principal branch of the complex square root function. Attempting to apply the calculation rules of the principal (real) square root function to manipulate the principal branch of the complex square root function will produce false results:
:
The calculation rule
:
is only valid for real, non-negative values of
and
.
For a more thorough discussion of this phenomenon, see
square root and
branch.
To avoid making such mistakes when manipulating complex numbers, a strategy is never to use a negative number under a square root sign. For instance, rather than writing expressions like
, one should write
instead. That is the use for which the imaginary unit was created.
Square root of the imaginary unit
One might assume that a further set of imaginary numbers need to be invented to account for the square root of ''i''. However this is not necessary as it can be expressed (''albeit rather poorly - see above'') as either of two complex numbers
[1]:
:
This can be shown to be valid from:
:{|
|
|
|-
|
|
|-
|
|
|-
|
|
|-
|
|
|}
Powers of
The powers of
repeat in a cycle:
:
:
:
:
:
:
:
:
:
:
:
:
This can be expressed with the following pattern where ''n'' is any integer:
:
:
:
:
This leads to the conclusion that
''i'' and Euler's formula
Euler's formula is
:
,
where ''x'' is, at first, a real number (the formula is also analytically extended for complex ''x'') and may represent an angle expressed in radians.
From the above identity and substituting
yields,
:
and one arrives at the elegant
Euler's identity:
:
.
This identity remarkably relates five of the most significant mathematical quantities, ''e'', ''i'', π, 0, and 1, in an equality using the operations of addition, multiplication, and exponentiation, in one simple expression.
Additionally substituting
with any integer ''N'' for
, one arrives at
:
If we raise each side to the power
, we get
:
or
:
.
Which shows that
has an infinite number of ''elements'' in the form of
:
where ''N'' is any integer. This is because in Euler's formula above,
, the right side just represents the angle
plus one full rotation around the circle. From the number theorist's point of view,
is a quadratic
irrational number, like
, and by applying the
Gelfond-Schneider theorem, we can conclude that all of the values we obtained above, and
in particular, are
transcendental.
Operations with ''i''
Many mathematical operations that can be carried out with real numbers can also be carried out with
, such as exponentation, roots and logarithms.
A number raised to the
power is:
:
The
th root of a number is:
:
The
log base i of a number is:
:
Alternative notation
In
electrical engineering and related fields, the imaginary unit is often written as ''j'' to avoid confusion with
electrical current as a function of time, traditionally denoted by ''i''(''t'') or just ''i''. The
Python programming language also uses ''j'' to denote the imaginary unit.
Some extra care needs to be taken in certain textbooks which define ''j'' = −''i'', in particular to traveling waves (e.g. a right traveling plane wave in the x direction
).
Some texts use the Greek letter
iota to write the imaginary unit to avoid confusion. For example:
Biquaternion.
References
1. University of Toronto Mathematics Network: What is the square root of i? URL retrieved March 26, 2007.
★ Paul J. Nahin, An Imaginary Tale, The Story of √-1, Princeton University Press, 1998
See also
★
Imaginary number
★
Complex plane
★
Root of unity
External Links
★
Euler's work on Imaginary Roots of Polynomials at
Convergence