1. Introduction
The operations of addition and subtraction as well as multiplication and division are each explained for elements from a well-defined number system such as that of real numbers or that of complex numbers. But is it reasonable to divide a number from one system by a number from another system? For example, what are the consequences of dividing a real number by an ordered pair of real numbers? From a scientific history perspective, answers to such and similar questions may depend on the time at which they are asked or answered.
When Euler [
1] solved the Basel problem in 1735, he calculated the value of the series
for
. The great importance of his results for number theory lies in the agreement of this so-called Zeta function with Euler’s product
which extends over all prime numbers
p.
Starting with Riemann [
2], the Zeta function
for complex
z is considered, initially with a real part of
z greater than one. Thus, this function was already studied for complex arguments, even before the character of complex numbers was finally and completely explored. To substantiate this, we would like to recall that Gauss [
3], Cauchy [
4], Dedekind [
5] and Hankel [
6] had self-skeptical and critical opinions about the final introduction and representation of the system of complex numbers. To be more specific, Crowe [
7] states that Gauss did not accept his geometric interpretation as the foundation of complex numbers. Bedürftig and Murawski [
8] share this view with reference to the following words of Gauss [
9]: “However, the representation of imaginary magnitudes in the relations of points in plano is not so much their essence itself, which must be understood in a higher and more general way, but rather the purest, or perhaps the only completely pure, example of their applications for us humans.”
A corresponding fundamental problem with many of today’s representations is that a real number
x is equated with the vector
therein, which is often taken as identification but lacks rigorous justification. In this context, real numbers are often unfortunately considered as special complex numbers. But the field of complex numbers is, strictly speaking, not an extension field of the real numbers. Some authors say that they “identify” the vector
with the scalar
x or “interpret” it as such, without giving these words precise and acceptable mathematical content. Conclusions for Euler’s formula and for Riemann’s Zeta function, which result from the author updating and generalizing complex numbers in [
10] and a series of subsequent papers, including those on
-complex numbers, complex numbers in higher dimensions and complex numbers related to semi-antinorms, ellipses or matrix-homogeneous functionals, will be presented here.
Just as Gauss’s ingenious interpretation of complex numbers as points in a number plane [
3,
11] in the form of a suitably formulated axiom found its way into the vector representation of Fourier transforms of probability densities [
12], this is the case with Euler’s formula and Riemann’s Zeta function considered here. The description of the connection between variables through complex numbers, reflected in Euler’s formula [
13] and emphasized by Riemann [
2], is reflected here with great flexibility in the introduction of non-classically generalized complex numbers and the vector representation of the Zeta function based on them. At the same time, it should be emphasized that no undefined or “imaginary” quantities are needed or routinely used for this.
In contrast to the approach of Hamilton [
14] and his numerous successors, the vector product of our non-classically generalized complex numbers is commutative and associative, and the whole number system satisfies a weak distributivity property as considered by Hankel [
6], but not the usual strong one.
Although, or because, the true nature of the so-called “imaginary quantity”
i has been unknown for centuries, the following transformation has become common practice in the literature on complex analysis:
It may not have led to any prominent contradiction since the times of Euler and Gauss. Can it therefore be considered sufficiently proven from a strict mathematical point of view? That would be the case if
i were a real number (satisfying
), but that is exactly what
i is not supposed to be. Using this transformation and the subsequent interpretation adapting Gauss
one arrives at
However, according to the correct definitions of scalar and complex vector-valued vector multiplication as well as vector-valued vector division as in [
10],
differently from Equation (
2),
In this light, the starting point of transformation (
1) may appear to be unmotivated from a rigorous point of view: why should one divide the scalar 1 by the complex number
or ordered pair
or vector
instead of dividing vector
by vector
in a well defined way? The reader might not find the differences between Equations (
1) and (
3) dramatic, but that would not touch the core of the situation.
Classical generalizations of complex numbers often begin by determining the generally non-commutative product for every two or more basic elements. A closed formula or a geometric interpretation of this product within the whole space is generally not a motivating starting point but has emerged as an interesting aspect in some individual cases. For example, the so-called scalar and vectorial parts of a certain quaternion product reflect a certain Euclidean scalar product and a usual vector product, respectively [
15]. In another upcoming work [
16], some of the ideas of this work are transferred to the area of quaternions but using non-commutative products instead of the commutative ones here. In particular, the three imaginary units usually considered in quaternion theory are replaced by three linearly independent vectors, whereby the area of the quaternions is also freed from any alchemical approach.
In contrast, the non-classical generalization of complex numbers that are used in the present work begins with the consideration of geometric locations that represent level lines of a norm, antinorm or semi-antinorm
in
, and with movements along such level lines as well as transitions between these lines. The latter are described based on the situation with complex numbers by varying an angle variable or a generalized radius variable and thus motivate the definitions of generalized coordinates and of a vector-valued vector product of generalized complex numbers as well as its inverse operation of a vector-valued vector division. The manifolds and product operations formed in this way build the Lie groups that we will be talking about. The manifolds generated in this work by certain phs-functionals contain the manifolds arising in earlier considerations on hypercomplex numbers and contain the manifolds generated in the author’s corresponding work by semi-antinorms, in particular
-functionals for
, or
—elliptical functionals as special cases. For numerous figures illustrating these manifolds, we refer to the author’s corresponding work. It should be noted that complex numbers in the context of classical coordinate geometry have already been studied in [
17].
Our vector approach to usual and generalized complex numbers, which was first described in [
10] for the
-case, turns Gauss’s interpretation of complex numbers as points in a number plane into a suitably defined axiom and just starts from a two-dimensional vector space, which we choose
in this paper for the sake of simplicity. In addition, the unexplained classical “imaginary unit”
i from the theory of usual complex numbers is replaced with a well-defined element of the complex plane, that is, a vector
. The reader is encouraged to always strictly distinguish between the two quantities
i and
, while
is a well-defined vector; it is only said with respect to the “imaginary unit”
i that
and
But what kind of squaring could achieve this if, for example,
, or if we had
? And what kind of addition could be considered in this context to form expressions like
? The classical theory of complex numbers raises more questions than it answers! For a basic answer regarding solving quadratic equations, we refer to [
18].
The rest of the paper is organized as follows: We introduce a generalized complex algebraic vector structure and a Lie group in
Section 2.
Section 3 deals with a vector representation of Euler’s formula, and
Section 4 with one of Riemann’s Zeta functions and a generalization of this. Finally, we close this paper with a short discussion.
2. Revised and Non-Classically Generalized Complex Numbers
Let
be the two-dimensional vector space of columns
of real numbers where
and
denote the usual componentwise vector addition and scalar multiplication, respectively. The vector
is the additive neutral element of this space. Suppose that
is a positively, homogeneously functional such that the set
is star-shaped with respect to the inner point
. We call such functional a phs-functional. A particular element of this class of functionals can be a norm, an antinorm or a semi-antinorm. Furthermore, we call
B the unit disk with respect to the functional
, and its boundary
the corresponding unit circle. Based on the classical complex multiplication of
and
, we introduce the notion of the vector-valued complex product of the vectors
from
by
Note that
This notion is now far-reaching and generalized.
Definition 1. The vector-valued generalized complex product of the vectors from with respect to the phs-functional is defined bywhere it is assumed that all values are declared and finite. In short, . Obviously,
Further note that if the functional
denotes the Euclidean norm
, then the multiplication operation ⊙ agrees with the operation ⊛ and is called the vector-valued vector multiplication with respect to the functional
. In addition, the generalized product with respect to the arbitrary phs-functional
is commutative and associative, but addition and multiplication are not distributive, in general. Moreover,
as well as
As usual, for simplicity, we write
and
instead of
and
.
Definition 2. The vector-valued vector division of vector by vector is defined bywith the -complex division according to [10],The vector-valued generalized vector division of by with respect to the phs-functional is defined byorfor short. Table 1 provides an overview of the symbols used here for the different vector-valued operations and the places where they first appear.
Obviously,
Let further linearly independent vectors
from
satisfy
and
Example 1. As one of the simplest examples, the Euclidean norm , the product with respect to the Euclidean norm and the vectors and satisfy the Equations (9)–(11). In this case,replaces the classical complex plane. Note that there is no need to use the “formal” or mystical notion of an “imaginary unit”, which in classical complex number theory is explained more poorly than well by the assumptions (4) and (5). The vectors
and
are called the vector-multiplicative neutral element and the anti-clockwise quarter rotation multiplier, respectively. The latter is well motivated by the obvious relations
Example 2. Let us write Gauss’s interpretation of complex numbers as points in a number plane aswhere “ means “interpret ξ as” η. Then,However, in the literature, one can often read the unproven or “formal” statementwhich then serves as the basis for further statements. Note that the division expression on the right side of (12) combines a real number in the numerator and two complex numbers in the denominator instead of combining only complex numbers or only real numbers. However, the correct way to look at the right side of (12) is Remark 1. One can easily check that this quantity can be evaluated according to the general rule Definition 3. We callthe complex algebraic structure with respect to the phs-functional , . This non-classically generalized complex algebraic structure was first introduced for the particular
-case, that is, for
, in [
10].
Remark 2. Regardless of possible isomorphic considerations commonly used in the literature, there is obviously no true justification for setting the vector equal to the scalar 1 in Equation (11) as is performed by many authors. Generalized trigonometric functions with respect to the unit circle
S are defined by
where
and the corresponding generalized polar coordinate transformation
by
In what follows, we will make use of the equation
If
then
The following theorem is a geometric reflection of the analytical definition of Equation (
7).
Theorem 1. Let . The product satisfies Proof. To see this, we first recall that
Moreover,
Thus,
and
Finally,
□
Remark 3. The manifold together with the vector-valued vector product build the Lie group of the non-classically generalized complex algebraic structure .
Remark 4. This structure is weakly distributive in the sense of Hankel [6] because for all real α and β, . Their assumption of the indispensability of strong distributivity , however, led Hamilton and his successors into a completely different mathematical area than the one considered here. Remark 5. Associativity of multiplication ⊙, that is , obviously follows from that of addition of angles and multiplication of radii according to Theorem 1.
We now turn to power and exponential functions. To this end, let continue to denote an arbitrary phs-functional, x and y be real numbers and let .
Definition 4. The
n-th power of z, with respect to the phs-functional , is defined by Definition 5. The exponential function, with respect to the phs-functional , , as well as the exponential-projection function , are defined byandrespectively. 3. Vector Representation of Euler’s Formula
We recall that the well-known Euler formula relates the so-called “imaginary unit”
i from usual complex number theory with the Euclidean unit circle. The following theorems suitably update and far-reachingly generalize Euler’s formula with respect to circles that are generated by any phs-functionals. Note that, in the sense of mathematical rigor, no non-declared so-called “imaginary unit”
i appears in the present results. Instead, the anti-clockwise quarter rotation multiplier
will be used. The easiest formula of such type is the following vectorial update of Euler’s famous formula, which is an immediate consequence from the latter definition
Theorem 2 (
Vectorial Euler type formula)
. The particular value of the complex exponential function does not depend on the functional , and allows the representation Proof. The theorem continues by rearranging the terms in the series expansion of
as follows:
□
We now present a particular modification of the vectorial Euler type formula wherein is replaced with and the phs-functional is the Euclidean norm .
Theorem 3. For the vector Proof. We start from
Thus, for
,
It follows that
and, with the notation
we arrive at
As H. Kösters and D. Müller kindly informed me, WolframAlpha [
19] applies; it provides
where
denotes the generalized hypergeometric function. In particular,
It follows that
which finally proves the theorem. □
Instead of considering further particular modifications of the Euler-type vector formula, we present the following generalization of the latter theorem.
Theorem 4. The complex exponential function with respect to the Euclidean norm allows the representation Proof. We recall that
and
The statement of the theorem now follows by using properties of distributivity and of Cauchy’s product series:
□
Lemma 1. The n-th vector-valued vector power allows the representation Proof. This follows immediately by induction. □
Theorem 5 (
Vector exponential function and Euler type formula)
. The vector-valued non-classically generalized complex exponential function with respect to the phs-functional allows for , the representationand for , the non-classically generalized vectorial Euler type representation Proof. With Lemma 1, the first statement follows from
and the second statement follows by extending the proof of Theorem 2. □
Example 3. Let with andThis functional is a norm, antinorm or semi-antinorm if, respectively, , or . The vector-valued vector product with respect to the phs-functional is defined byand is suitable for describing or causing movements of points along circles or ellipses and changes between such. The vectorssatisfy Equations (9)–(11), that isThe exponential function with respect to the functional and the corresponding exponential projection function satisfy the representationsandrespectively, where the generalized trigonometric functions and with respect to the unit circle areand satisfy the equationFinally,and Definition 6. We call an elliptic complex algebraic structure.
Remark 6. The symmetry properties of the vectorial Euler-type Formula (13) can be seen particularly impressively in the special case of Example 3. Our next considerations are devoted to the study of complex powers of positive real numbers. For every
, there is a unique
such that
Consequently, every vector allows the representation
Definition 7. For every positive real a and any z from the general complex algebraic structure , we define the z power of a, with respect to the phs-functional , as Remark 7. In the spirit of the discussion in Section 1, one might believe, based on the notation , that here too there is a not well-defined combination of a real and a complex number within this power operation. However, that this is actually not the case follows from the actual definition of the term on the right side of Equation (15). Corollary 1. For every positive real a, the particular power of a, with respect to the functional , does not depend on the choice of , and allows the representation Proof. This statement follows immediately from Definition 5 and the expansions of the trigonometric functions as in the proof of Theorem 2. □
An obvious conclusion from this is that
Corollary 2. For every positive real a, the particular power of a, with respect to the functional , does not depend on the choice of , and allows the representation Remark 8. Norms, antinorms and semi-antinorms used to generate the manifolds underlying the Lie groups considered in this paper do not change the “shape” of the -related circles when changing and could therefore be called shape preserving or static functionals. For the use of shape-changing or dynamic functionals when introducing another type of Lie group, we refer to the author’s work on -complex numbers.
4. Vector Representation of the Zeta Function
Riemann’s Zeta function was introduced in 1859 in [
2] and studied in detail and extensively in [
20,
21] and by many other authors. Let us first restrict our considerations to the classical complex number plane. The Zeta function is usually considered there for the unfortunately not very well-defined symbolic quantities
with
as the series
where it is said that the symbolic quantity
i, together with a non-declared squaring rule, which is also assumed to apply to real numbers, satisfies
and that
i is not a real number. That is, Equations (
4) and (
5) are assumed to be satisfied. These partially unclear or incomplete assumptions make it difficult to handle this function with the greatest possible mathematical rigor.
With regard to our discussion in
Section 1, it turns out that one of the most famous mathematical hypotheses concerns the zeros of this ominous function
and that the formula manipulations carried out to substantiate corresponding statements can only be judged with considerable efforts.
The following considerations are therefore carried out in the completely defined algebraic structure in which real numbers are not considered to be special complex numbers but first components of vectors whose second component is zero and the phs-functional denotes the Euclidean norm.
Theorem 6 (
Vectorially revised Zeta function)
. On making use of the z power function and vector division, with the vectorially updated Zeta functioncan be written as the vector-valued vector functionwith the series converging in the half-plane . Proof. This can be seen as follows: By Definition 5 and Theorem 2,
Finally, complex division results in
□
We note that a zero of the revised Zeta function is a vector with the property , without pursuing the determination of such zeros here. Instead, we consider the following conclusions from Theorem 6:
Corollary 3. The following two particular equations are conclusions from Equation (19):and We now continue our considerations in the non-classically generalized complex algebraic structure
, in which, as already said earlier, the well defined vector
is to be distinguished from the unknown or “imaginary” quantity
i, and where the vector product ⊙ is related to a phs-functional, which can be in particular a norm, antinorm or semi-antinorm, and the vectors
and
still satisfy (
9)–(
11).
Known statements about the Zeta function also raise the question of whether the vector-valued function in (
19) can be continued analytically.
Instead of pursuing this question, we now introduce the following notation.
Definition 8. The generalization of the vectorially revised Zeta function with respect to the functional is defined by Based upon this generalized definition of the vectorially revised Zeta function, the validity of Equations (
20) and (
21) can be extended as follows:
Theorem 7. For the particular values from , the generalization of the vectorially revised Zeta function, with respect to the functional , does actually not depend on the functional , and allows the representationsand Proof. We first recall that
By Lemma 1 and the homogeneity of the phs-functional
,
Similarly,
□
Theorem 8. For with , the generalization of the vectorially revised Zeta function, with respect to the functional , allows the representation Proof. This can be seen as follows:
By Lemma 1 and the homogeneity of the phs functional
,
□
We conclude this section with the brief remark that each point belongs to the -generalized unit circle S.
5. Discussion
Because of the apparent lack of mathematical rigor in the usual way of introducing complex numbers, the consistent vector space approach was established in [
10]. In this approach, known statements regarding complex numbers occasionally need to be adjusted slightly, but others require noticeable change. This was shown for the area of Fourier transformations of probability densities in [
12] and is also evident in the present work. For example, the real number 1 is not a complex number, so that the expression
is strictly speaking unexplained. But the slightly adjusted ratio of complex numbers
is well defined, which has been used in
Section 3. Sometimes similar adjustments do not have a significant impact, but sometimes they do, and it is not always possible to predict in advance which of the two situations will occur.
Some authors encourage their readers to deal with usual complex numbers on the grounds that this is possible without contradiction. Quite often, however, they do not add whether this statement is mathematically proven or empirically observed. Every reader knows, of course, that measuring ten diameters of a Reuleaux triangle does not prove that a Reuleaux triangle is a circle. So why not look for proof of the above statement? If one tries to provide such a proof, one seems to be forced to make use of the inadmissible equation of with i.
Another message from some authors is that some users of “imaginary numbers” “simply use them formally without thinking about further justifications”. This, however, should not tempt any user to deal with mathematical problems according to the “Third Cologne Basic Law”: “it still went well”.
Lie groups have been widely studied in the literature, particularly for matrices. In connection with the generalization of complex numbers, groups acting in general vector spaces may be of interest. However, we limit ourselves here to groups that act in generalized circles belonging to . Several results from the literature now appear as particular cases of the present general result for circles with respect to arbitrary phs-functionals such as norms, antinorms or semi-antinorms.
It may be useful to consider and mathematically describe various applied problems in different algebraic structures. Experts in science, technology and other fields will appropriately contribute their experience to the modeling. Occasionally a specific application or even a large non-mathematical theory will simply make use of existing mathematical methods, but in other cases the application will stimulate the development of new techniques. The knowledge of the large variety of complex algebraic structures and their corresponding Lie groups considered in the present work may motivate, for example, giving a broader meaning to the well-known notion of Riemann’s Zeta function. In the best-case scenario, the present results can stimulate further consideration. Finally, we recall Hankel’s [
6] statement that it was the authority of Gauss that gave complex numbers full rights to exist. Here, we have followed the Gaussian interpretation [
11] of complex numbers as points in a number plane, but even in the sense of a suitably adopted axiom.
6. In Commemoration of the 100th Anniversary of Gottlob Frege’s Death
If one were to call an imaginary unit, then Example 3 would show that this term would not be uniquely defined. The use of the definite article in “the imaginary unit” would then be wrong. Authors in the field of ordinary complex numbers, on the other hand, usually suggest the impression of the unique determination of an “imaginary number i”. The following quotations are intended to prove this, and the following examples illustrate it once again impressively. The very deserving basic researcher Gottlob Frege from Wismar in Mecklenburg-Vorpommern commented on such questions already in the middle of the last century, which is highlighted here on the above-mentioned reason.
“... It is not immaterial to the cogency of our proof whether ‘’ has a sense or is nothing more than printer’s ink. It will not get us anywhere simply to require that it have sense, or to say that it is to have the sense of the sum of a and , when we have not previously defined what ’sum’ means in this case and when we have given no justification for the use of the definite article.”
Is mathematics in 2019 further ahead on this question than Frege was?
“...Frege never developed an account of complex numbers... As I will show, we can be quite confident from what little he does say that Frege intended his logicist program to extend to complex numbers... Frege is famous for his logicism. This is not a doctrine about mathematics generally, but only about one part of it: arithmetic, the science that studies numbers... Frege endorsed a very special form of logicism, what Dummett calls platonistic logicism. This is the thesis that numbers are purely logical objects. To call something a ‘logical object’ in Frege’s sense is to say that it is an object whose existence and uniqueness can be proven...”
To discuss existence and uniqueness in the area of complex numbers, let V be a two-dimensional vector space, the vector space addition, another binary operation, multiplication of a vector by a real scalar, and the elements being neutral with respect to the operations ⊕ and ⊗, respectively, and let there hold . We call an abstract complex algebraic structure.
Example 4. Complex plane revisited: Let , , and .
The mathematical existence of the abstract complex algebraic structure is already proven by the indication of this example. The next example shows that there is not only one realization of the general complex algebraic structure .
Example 5. Let and denote usual matrix addition and multiplication as well as multiplication of a matrix by a scalar, respectively,
Note that we avoid the common “identification” error of the complex analysis literature, which states that “obviously
If one wanted to call “imaginary unit”, then our examples show that it can take different forms. One may now miss the usual relationship , which is deliberately called alchemical or mystical, here. Let us recall that nothing is said in the mathematical literature about the existence of i, nothing about its uniqueness, and nothing about its possible diversity. Exchanging such a nebulous quantity for a tangible one should be one of the concerns of mathematics.