Abstract
Chowla’s (inverse) problem (CP) is to mean a proof of linear independence of cotangent-like values from non-vanishing of . On the other hand, we refer to determinant expressions for the (relative) class number of a cyclotomic field as the Maillet–Demyanenko determinants (MD). Our aim is to develop the theory of discrete Fourier transforms (DFT) with parity and to unify Chowla’s problem and Maillet–Demyanenko determinants (CPMD) as different-looking expressions of the relative class number via the Dedekind determinant and the base change formula.
Keywords:
class number formula; discrete Fourier transform; Dedekind determinant; Hurwitz zeta function; Lerch zeta function MSC:
11M35; 11R29; 33B15; 43A99
1. Introduction and Main Results
Let be a Dirichlet character and let the Dirichlet L-function (defined for in the first place and then continued meromorphically by the functional equation). Then for non-principal, the series for is convergent for and the value is meaningful, which is one of the most important values in whole number theory. Indeed, Dirichlet’s aim was to show the non-vanishing of (whence the infinitude of primes in an arithmetic progression) by that of the class number, thus leading to the most remarkable class number formula.
Chowla’s (original) problem [1,2,3] refer to an elementary proof of for odd through an elementary proof of the linear independence of cotangent values or similar stuff stated in Theorem 7. However, now, the inverse problem of Chowla is referred to as Chowla’s problem, which we also adopt, i.e., to prove linear independence of circular functions at rational arguments from the nonvanishing of .
On the other hand, Maillet(-Demyanenko) determinants refer to a determinant expression for the relative class number of a cyclotomic field, taken up by [4]. However, here expressions involving are meaningful, and we state this case partially in the proof in Section 3. In early studies on the Maillet determinants, the entries were expressed in terms of the least non-negative residue of a mod M, , , i.e., as in the first equality in (94). Only after the expression
is introduced [5], has the situation become clearer. Cf. Section 4.1 for more details on CPMD.
Although there is an enormous amount of research on these two subjects, most of it is exclusively devoted to only one of them, save for Wang [6,7] who seems to be the only researcher that worked in both Chowla’s problem and the Maillet determinant. In ([7] pp. 306–307), Wang mentioned the link between them, but he did not go further.
Our aim in this paper is two-fold. First, we develop the theory of DFT further to prove the base change formula, Gauss’ first and second formula for the digamma function, and the pair of Eisenstein formulas. Second, as a very ample example, we unify Chowla’s problem and Maillet–Demyanenko determinants (CPMD) as different-looking expressions for the relative class number in Theorem 1, via the Dedekind determinant, the base change formula, and Euler product.
We shall thereby elucidate the underlying principles that make this merging possible. One of them is the notion of parity to be stated toward the end of this section. We develop DFT with parity and reveal to what extent we can accommodate Dirichlet L-functions as a special case of the Dirichlet series with a periodic coefficient f of period M with orthogonality . This corresponds to the case where the ramified functional equation reduces to an unramified one, i.e., the zeta-symmetry travels incognito with specified to Dirichlet L-functions.
In the notation of Section 2.2 and Section 2.3, we state
Theorem 1.
Chowla’s problem and Maillet–Demyanenko determinants amount to the different expressions for a relative class number on the grounds of the Dedekind determinant, Euler product, and the base change formulas
where is the primitive character with conductor f inducing χ and is defined by (57).
Remark 1.
It turns out that DFT alone is not enough for the merging of CPMD, cf. Remark 3 below.
For Chowla’s problem, the odd part of is relevant, which is the cotangent function. This latter part follows from the functional equation or from the defining expression for and the partial fraction expansion for the cotangent function.
For the Maillet–Demyanenko determinants, show up with imprimitive characters in general. They may be expressed in terms of the L-function with primitive character times the product arising from UFD property (Eratosthenes sieve). with primitive odd has the expression in terms of the periodic Bernoulli polynomial, which leads to the expression for the relative class number of a cyclotomic field , with a primitive Mth root of 1. In addition to (3), we need separability of the general Gauss sum and the Eratosthese sieve together with the product formula for the relative class number (odd part) as the quotient of the class number of the Mth cyclotomic field by the class number of its maximal real subfield (even part), i.e., multiplicative parity
As we will see in Lemma 3, it is here that the Riemann–Bochner–Hecke (RHB) correspondence [8]—the zeta-symmetry—takes place implicitly to assure primitivity, which implies separability, cf. the third equality in (2). For RHB, whose equivalent expressions for the functional equation have been developed under the name of modular relations, compare [9].
In [10], parity in a wide sense was introduced, which means a classification of the whole into even and odd parts: W=E+O. This parity classification has been perceived in an implicit way in much mathematical literature and is partially formulated in [11,12,13], cf. Table 1, etc.
Table 1.
Parity and ingredients.
There are many objects which belong to the odd part, being more accessible than the even part. Imaginary quadratic fields, relative class number, Maillet–Demyanenko determinants (with periodic Bernoulli polynomials), linear independence of cotangent values (Chowla’s problem), Riemann’s posthumous fragment, etc. For the even part—Clausen functions, we refer to [5,14] etc.
We define the even resp. odd part by
or in a similar way so that
It follows that f is even resp. f is odd .
2. Establishing the Underlying Principles
In this section we establish the Dedekind determinant Section 2.1, the base change formula in Section 2.2, and Euler product in Section 2.3.
2.1. Dedekind Determinant
Research on CPMD relies on the Dedekind determinant (relation), cf. [15], ([16] pp. 89–91), [17], which we state as
Lemma 1
(Dedekind determinant). Let G be a finite Abelian group, N be a subgroup of G and be a complete system of representatives of . For a character λ of N, let Δ be the set of all characters of G whose restriction to N is λ. Then for any complex-valued function f on G with
we have
and if the principal character , then
For a more general notion of group characters, cf. ([18] pp. 30–34).
Lemma 1 is a special case of the following general theorem.
Theorem 2.
Let G be a finite Abelian group written additively and its character group. Let be the characteristic function
Then, for any function , we have the base change formula
and the relation between linear maps
Their matrix expressions entail
We shall give a proof in the forthcoming paper in which we give a new establishment of the theory of DFT and even part of CPMD.
Proof of Lemma 1.
Fix . Then for any satisfying (7), we have
For any , we have . Hence,
Writing , we apply Theorem 2 to obtain
Remark 2.
Applying Theorem 2 to , and by the theory of periodic functions of period M, it’s clear (11) leads to the base change relation (34). According to the labeling (19), the sum over is the one over characters .
Lemma 1, which is a consequence of Theorem 2, is applied to to handle the Maillet–Demyanenko determinants. In [5], a subgroup is considered (which is to be the congruence group by class field theory), and N is taken to be . In our application, we take and , in which case is the Galois group of .
2.2. DFT and Periodic Dirichlet Series
This is the main body of the paper, and we develop the theory of DFT (discrete Fourier transform) [11,12,19,20,21] further to prove the base change formula, Gauss’ first and second formula for the digamma function, and the pair of Eisenstein formulas.
We also elucidate to what extent we can cover Dirichlet L-functions as a special case of the Dirichlet series with periodic coefficient f of period M with orthogonality .
The most relevant result is Theorem 4, which is an enhanced version of the result in [22] and entails (3).
Let be the vector space of all periodic arithmetic functions f with period M:
The inner product of is defined by
where the bar means the complex conjugation of ·. becomes an inner product space.
Let
be the additive characters of , where a is an integer variable. Then
so that is an orthonormal system (ONS). Suppose it is an orthogonal normal basis (ONB). Then the orthogonal expansion reads
for every . Thus the DFT (or the bth Fourier coefficient) of is to be defined by
and the Fourier inversion or Fourier expansion formula holds true:
Since (23) is the unique expression of f with respect to the ONS , the set forms a basis (i.e., ONB) of and a fortiori is a vector space of dimension M.
As in (5), we define the even resp. odd part of f: . Then the parity inherits to the DFT. To find another natural basis, let be the characteristic function mod M ([23] p. 73).
Then is a basis of and
For , let
Since
where is the Riemann zeta function (102), the series in (27) is absolutely convergent for . Let denote the set of all Dirichlet series of the form (27):
for in the first instance. Then it forms a vector space of dimension M canonically isomorphic to . One of the bases of is , where is the Lerch zeta function in (100). Hence, we have
It follows that can be continued meromorphically over the whole plane and that it is entire if and only if , which reads with (22)
Another basis of is , where
where indicates the partial zeta function and
is the fractional part of x, being the integral part of x. Note that it is that belongs to rather than , cf. Remark 2 and Table 2. Hence in parallel to (29), we have another expression
Table 2.
Vector spaces and their bases.
Theorem 3.
The space of all Dirichlet series with periodic coefficients of period M is an inner product space of dimension M canonically isomorphic to . resp. has ONBs (19) and (25) resp. and .
is an entire function and so is for non-principal Dirichlet character χ.
The following is a slightly enhanced version of ([22] Proposition 1.)
Theorem 4
Theorem 5.
Base change Formula (34) amounts to the pair of generalizations of Eisenstein formula with resp. resp. for which (24) resp. (26) holds:
resp.
(37) entails Gauss’ first formula for the digamma function at rational argument
while (38) entails Gauss’ second formula ( mod M)
and the Kubert identity
with ( mod M).
Gauss’ first formula resp. Gauss’ second formula is also a consequence of (35) with resp. .
Proof.
It follows that
for f odd and
for f even if .
It is known [24] that if (42) and (43) hold for Dirichlet characters, then (39) is equivalent to these finite expressions.
Corollary 1.
In [26] and references therein, a generalization of the Eisenstein formula
has been used, it being understood that for , the right-hand side means the limit as . This follows from (34) with and also follows from the odd part of (34)
Corollary 2.
Let χ be a non-principal Dirichlet character mod M. Then
which entails
Theorem 6
(Refs. [11,12]). Suppose f is a periodic arithmetic function with period M. Then
or the ramified functional equation
Proof.
This theorem has been elucidated in the light of the ramified functional equation [10].
2.3. Dirichlet Characters and L-Functions
The aim of this subsection is to establish the second and the third equality in (2) of our main theorem, i.e., the treatment of imprimitive characters and associated L-functions.
We introduce Dirichlet characters resp. associated Dirichlet L functions as important members of resp. , cf. [19,27,28], ([21] Chapter 3), etc. Along with the additive characters in (19), one considers characters of the multiplicative group of residue classes mod M, an Abelian group of order , the Euler function counting the number of integers relatively prime to M. From each reduced residue class character there arises its 0-extension denoted by the same symbol called a Dirichlet character mod M. The 0-extension of the trivial character is called the principal character and denoted . For a non-principal character there exists the least period (f is a divisor of M) and the unique Dirichlet character to the modulus f such that
f is called the conductor of and is said to be induced by the primitive character. A Dirichlet character mod M is primitive if and only if its conductor is M. The Dirichlet series (27) with Dirichlet character coefficients is called the Dirichlet L-functions and denoted
for in the first instance. It is continued meromorphically over the whole plane with a possible simple pole at . Many formulas for L-functions take their simplest forms only for primitive charactersFor the case of Maillet–Demyanenko determinants, imprimitive characters appear, and the following well-known lemma is essential.
Lemma 2.
If χ is a non-principal character mod M induced by the primitive character , then
If χ is a primitive character mod M, then .
Proof of (57) given on ([21] p. 101) depends on the relative primality principle on ([21] p. 83), which in turn is based on the Möbius inversion formula.
Another proof of (57) may be given by the multiplicative Eratosthenes sieve on ([21] pp. 93–94). Let denote the set of all prime factors of M that do not divide f. Then
whence (57).
To apply Corollary 2, we need to consider the DFT (22) of , which is known as the general Gauss sum
The (normalized) Gauss sum
plays an essential role.
Lemma 3.
(i) Suppose χ is a non-principal character mod M. Then the general Gauss sum (59) is separable, i.e.,
if and only if χ is a primitive character mod M.
(ii) A non-principal character χ mod M is primitive if and only if the functional equation holds true, which reads in the form of a generalized Euler identity
where is the parity symbol
(i) is due to ([27] Theorem 8.19, p. 171) ([21] Theorem 5.4, p.131) and (ii) is due to ([21] Exercise 72, p. 132).
The proper form of the functional equation of for an odd imprimitive induced by the primitive seems to be
The generalized Bernoulli numbers
have been introduced for a primitive with conductor f to express the value :
Cf. (90), ([17] pp. 30–31, 37).
(Ref. [29] p. 12) gives for a primitive with conductor f and positive integers mod 2
and
Both are special cases of the functional equation. In particular, for a primitive odd
Lemma 4.
Let be a Dirichlet character mod M with conductor and let be the product in (57). Then for ,
In particular,
(72) is contained in ([5] Lemma 2) and can be proved by the same Eratosthenes sieve that is used to prove (57).
It is known that is a Dirichlet character mod M if it is multiplicative and for and that Dirichlet characters mod M satisfy the orthogonality.
It follows that a non-principal Dirichlet character is a multiplicative function , which is a 0-extension with orthogonality. Thus we apply (72), which in the long run depends on the primitivity of the associated inducing character and which is equivalent to the unramified functions equation, to arrive at (82) in the proof of the main theorem.
3. Proof of the Main Theorem
Proof of Theorem 1.
In both cases, we apply Lemma 1 with the group of reduced residue classes mod M, , (74) as a complete system T of representatives of and the set of all odd Dirichlet characters.
To prove the Chowla problem part of Theorem 1, it suffices to prove one assertion in Theorem 7. We modify the proof of Shirasaka [30] a little and we may choose as T the complete set of representatives of
where indicates the greatest common divisor of a and M once and for all, so that means that a and M are relatively prime. Suppose ()
say, where
and .
To accommodate this in the framework of Lemma 1, we rewrite (75) as
by applying the automorphism in (97) and consider the determinant . For an odd we have
Indeed, the right-hand side we may factor out the coefficient , which is 1.
Now apply (8) with which is even, to deduce that
so that
in view of (78). We may express as
From the first equality of (2) by orthogonality. Substituting (80) in (79), we compute each factor
Rewriting the inner sum as
which is only when by orthogonality. Hence (79) amounts to
Appealing to the non-vanishingness of , we conclude that the determinant of the system (77) of linear equations in unknowns is non-zero. Hence the equation has only the trivial solution, i.e., cotangent values are linearly independent over .
We turn to Maillet–Demyanenko determinant part of Theorem 1. The proof being almost verbatim to that of ([5], Theorem 1), we reproduce the proof and explain the steps.
where is the least non-negative residue mod M and . Hence
where is the generalized kth Bernoulli number defined by (72) and (72) is used in the last step.
Here we digress by appealing to the right-hand side of (2). For simplicity, we choose . Then and we have by Lemma 4
Then (82) becomes
where slightly correcting ([5] Theorem 3), we understand to mean
Therefore, the essential ingredient is again the product . If all are primitive, the situation will be much simpler. □
Remark 3.
(i) Substituting (22) and using the (inverse) Eisenstein Formula (88), the right-hand side of (3) becomes
i.e., we just return to the left-hand side. It follows that the DFT formula alone does not lead to merging, and the Dedekind determinant formula is needed.
(ii) If we apply the functional equation (twice, cf. below)
then we come back to the same expression as is expected.
In Remark 3, (ii) we applied the (inverse) Eisenstein formula
(88) is the special case of (35) with , which in turn is contained in (36), i.e., the base change formula.
In Remark 3, we used the formulas
and
valid for .
Both follow from the functional equation in the generalized Euler identity form as in Theorem 6.
4. Appendix
Here we collect historical accounts on CPMD and information on zeta-allied functions.
4.1. Chowla’s Problem and Maillet–Demyanenko Determinants
Since [31] is very informative, including applications of [32] and rather thorough references up to 1986, we collect references that are not listed there. The following is the list of papers on Chowla’s problem to be added [1,2,30,33,34,35,36].
Ref. [37] is rather enlightening and clarifies that the rth derivative case of cotangent functions are rather trivial save for in which case [32] gives a more substantial non-vanishing result of .
We note that only Baker–Birch–Wirsing [32] resp. Fujiwara [34] attacked the original problem of Chowla, the former proved the Baker–Birch–Wirsing theorem, claiming that irreducibility of the Mth cyclotomic polynomial implies the non-vanishing of . and the latter tried the theory of n-gons on the grounds of (95).
We quote the following theorems of Funakura, which are more detailed and general versions than those of Fujisaki [33], and clarify the situation.
Theorem 7
(Ref. [20] Theorem 20-I). For a positive integer , the following are equivalent.
(i)
are linearly independent over .
(ii) holds with cotangent replaced by tangent.
(iii) For every divisor d of M, is expressed as a linear combination of cotangents (91) with rational coefficients.
(iv) holds with sin replaced by cosine.
(v)
for all odd characters, mod M.
Theorem 8
(Ref. [20] Theorem 20-II). Suppose one of the conditions in Theorem 7 holds. Then for positive integer M, the following are equivalent.
(II-1) For every prime divisor the exponent is even, where the exponent is defined by
and where is the highest power of p dividing M.
(II-2) For χ odd, (118) holds.
(II-3) The degree matrix
is regular, where run over .
Assume M is odd. Then the above conditions are equivalent to either of the following two conditions.
(II-4) For χ odd,
holds.
(II-5) The degree matrix
is regular, where the conditions are the same as in(II-2).
Remark 4.
(i) Theorems 7 and 8 are for the (inverse) Chowla problem. From the point of view of the original problem of Chowla the statement of Theorem 8 is not satisfactory, and Fujisaki’s version is more relevant: Suppose is odd and . Then statements (i)–(iv) of Theorem 7 are equivalent to statements (II-2) and (II-4) of Theorem 8. However, Maillet–Demyanenko determinants are restricted to the prime modulus.
(ii) Note that the determinant of the matrix in (II-3) resp. (II-5) is the Maillet resp. Demyanenko determinant.
We turn to the Maillet and Demyanenko determinants. Yamamura published an extensive list on MD up to 2008 in [38]. Now he has published the updated list, which may not be easily available, and we record those which are published after 2009 in the References. They are [38,39,40,41,42], in this order which is labelled. Papers [6,43,44,45,46] are to be added in the list.
Research on Maillet–Demyanenko determinants was started by Carlitz and Olson and reference to it is found in [43]. Hence [20,43] (a generalization of [33]) are the missing links that connect them.
The linkage can be perceived in a few papers. Milnor [13] is another essential source on the linkage describing the structure of the Kubert space of functions and referring to Chowlas’ problem. The work in [20] contains a prototype of Theorem 4 for the Laurent constant of a periodic Dirichlet series .
4.2. Cyclotomic Fields and Class Numbers
In this subsection, we briefly describe the underlying class-field-theoretic backbone that clarifies the setting of the Baker–Birch–Wirsing theorem as well as our main theorem, Theorem 1.
We quote from ([47] pp. 171–172). Prime Ideal Theorem in an Arithmetic Progression (PITAP).
Theorem 9
(Theorem 1). For every congruence classification in an algebraic number field k, each congruence class contains infinitely many (absolute) prime ideals of degree 1, so that for the (Hecke) L-function corresponding to the classification, we have ,
Thus is assured rather excessively by class field theory.
Fundamental references on class numbers of an Abelian field are [18,48]. For the relative class number (also referred to as the first factor), cf., e.g., [44]. For cyclotomic fields, we refer to [16,17].
The Mth cyclotomic polynomial is the degree monic polynomial whose roots are primitive Mth roots , of unity. The field is called the Mth cyclotomic field. We may assume that M is not of the form with a odd. K is an Abelian extension of with its Galois group . Here the isomorphism is given by , each being a raising-to-the-power s mod q map , :
Using the Kronecker–Weber theorem, every Abelian extension K of is a subfield of and conversely. Regarding (4), ([49] p. 11, (3b)) reads
where the product is over all odd primitive characters with conductor and and , and where W is the group of roots of unity of K, E resp. is the unit group of K resp. . This follows from class number formulas for K and its maximal real subfield , which depends on the decomposition theorem of the Dedekind zeta function, cf., e.g., ([50] (345), p. 186).
4.3. Zeta Functions and Ramified Functional Equations
In this subsection, we assemble some basics of Hurwitz and Lerch zeta functions and the ramified functional equation (zeta-symmetry) between them, (103) and (104), which are the genesis of the corresponding theorem, Theorem 6 for periodic Dirichlet series. Standard references on special functions used here are [51,52,53] etc.
Let be the (boundary) Lerch zeta function defined by
on which ([19] pp. 277–279) contains rich information. It has its counterpart, the Hurwitz zeta function
This is continued meromorphically over the whole plane with a simple pole at . Both of them reduce to
through which we introduce the Riemann zeta function. These are connected by the Hurwitz formula (i.e., the functional equation for the Hurwitz zeta function): for ,
while its reciprocal is
The limiting case with of (103) amounts to
The Euler digamma function
plays a crucial role in the theory of periodic and L-functions, (35) and (50) in view of its Laurent expansion
whose special case reads
where is the Euler constant.
For and , we have
where the even part is the Clausen function of order
while the odd part is the periodic Bernoulli polynomial of order
These are complementary to each other and satisfy the parity relation
We assemble data on the Lerch zeta function , in (100) and the Euler digamma function , (106) for easy reference, cf. e.g., [19,22,51] etc., Under the Gaussian representation
the following are all equivalent.
, where
is its real part (even part), the first Clausen function (or the logsine function), and the imaginary part (odd part) is (111) with , which reads
4.4. Weighted Character Sums
Weighted character sums have been considered extensively and [19] is the decisive work that has closed further research, cf. [54] for its elucidation and historical account.
Iwasawa ([29] p. 14) states that there is no elementary proof known of
for an odd character to the modulus M.
Using analytic methods, we obtain the following theorem,
Theorem 10.
Suppose χ is odd and primitive. Then we have
which is in conformity with ([17], Theorem 4.9, p. 37) and the first order Riesz sum is
Author Contributions
Conceptualization, S.K. and K.C.; methodology, S.K.; formal analysis, N.W., S.K. and K.C.; investigation, N.W., S.K. and K.C.; resources, S.K.; writing—original draft preparation, S.K.; writing—review and editing, N.W., S.K. and K.C.; funding acquisition, N.W. All authors have read and agreed to the published version of the manuscript.
Funding
The first author is partly supported by the Shaanxi Academy of Fundamental Sciences project (No.11771351).
Institutional Review Board Statement
Not applicable.
Data Availability Statement
Not applicable.
Acknowledgments
The authors would like to thank the Editor and referees for their very helpful and detailed comments, which have significantly improved the presentation of this paper.
Conflicts of Interest
The authors declare no conflict of interest.
Abbreviations
The following abbreviations are used in this manuscript:
| CP | Chowla’s (inverse) problem |
| MD | Maillet–Demyanenko determinants |
| DFT | Discrete Fourier Transforms |
| CPMD | Chowla’s problem and Maillet–Demyanenko determinants |
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