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From: [email protected] (Alex Lopez-Ortiz)
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Subject: sci.math FAQ: Euler's Formula
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Date: 17 Feb 2000 22:51:58 GMT
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Archive-name: sci-math-faq/euler
Last-modified: February 20, 1998
Version: 7.5


_________________________________________________________________

                       Euler's formula: e^(i pi) = -1

  The definition and domain of exponentiation has been changed several
  times. The original operation x^y was only defined when y was a
  positive integer. The domain of the operation of exponentation has
  been extended, not so much because the original definition made sense
  in the extended domain, but because there were (almost) unique ways to
  extend exponentation which preserved many of what seemed to be the
  ``important" properties of the original operation. So in part, these
  definitions are only convention, motivated by reasons of aesthetics
  and utility.

  The original definition of exponentiation is, of course, that x^y = 1
  * x *x * ... * x, where 1 is multiplied by x, y times. This is only a
  reasonable definition for y = 1, 2, 3, ... (It could be argued that it
  is reasonable when y=0, but that issue is taken up in a different part
  of the FAQ). This operation has a number of properties, including

   1. x^1 = x
   2. For any x, n, m, x^n x^m = x^(n + m).
   3. If x is positive, then x^n is positive.
      Now, we can try to see how far we can extend the domain of
      exponentiation so that the above properties (and others) still
      hold. This naturally leads to defining the operation x^y on the
      domain x positive real; y rational, by setting x^(p/q) = the
      q^(th) root of x^p. This operation agrees with the original
      definition of exponentiation on their common domain, and also
      satisfies (1), (2) and (3). In fact, it is the unique operation on
      this domain that does so. This operation also has some other
      properties:
   4. If x>1, then x^y is an increasing function of y.
   5. If 0<x<1, then x^y is a decreasing function of y.
      Again, we can again see how far we can extend the domain of
      exponentiation while still preserving properties (1)-(5). This
      leads naturally to the following definition of x^y on the domain x
      positive real; y real:
      If x>1, x^y is defined to be sup_q { x^q } , where q runs over a
      ll rationals less than or equal to y.
      If x<1, x^y is defined to be inf_q { x^q } , where q runs over a
      ll rationals bigger than or equal to y.
      If x=1, x^y is defined to be 1.
      Again, this operation satisfies (1)-(5), and is in fact the only
      operation on this domain to do so.
      The next extension is somewhat more complicated. As can be proved
      using the methods of calculus or combinatorics, if we define e to
      be the number
      e = 1 + 1/1! + 1/2! + 1/3! + ... = 2.71828...
      it turns out that for every real number x,
   6. e^x = 1 + x/1! + x^2/2! + x^3/3! + ...
      e^x is also denoted exp(x). (This series always converges
      regardless of the value of x).
      One can also define an operation ln(x) on the positive reals,
      which is the inverse of the operation of exponentiation by e. In
      other words, exp(ln(x)) = x for all positive x. Moreover,
   7. If x is positive, then x^y = exp(y ln(x)). Because of this, the
      natural extension of exponentiation to complex exponents, seems to
      be to define
      exp(z) = 1 + z/1! + z^2/2! + z^3/3! + ...
      for all complex z (not just the reals, as before), and to define
      x^z = exp(z ln(x))
      when x is a positive real and z is complex.
      This is the only operation x^y on the domain x positive real, y
      complex which satisfies all of (1)-(7). Because of this and other
      reasons, it is accepted as the modern definition of
      exponentiation.
      From the identities
      sin x = x - x^3/3! + x^5/5! - x^7/7! + ...
      cos x = 1 - x^2/2! + x^4/4! - x^6/6! + ...
      which are the Taylor series expansion of the trigonometric sine
      and cosine functions respectively. From this, one sees that, for
      any real x,
   8. exp(ix) = cos x + i sin x.
      Thus, we get Euler's famous formula
      e^(pi i) = -1
      and
      e^(2 pi i) = e^0 = 1.
      One can also obtain the classical addition formulae for sine and
      cosine from (8) and (1).

  All of the above extensions have been restricted to a positive real
  for the base. When the base x is not a positive real, it is not as
  clear-cut how to extend the definition of exponentiation. For example,
  (-1)^(1/2) could well be i or -i, (-1)^(1/3) could be -1, 1/2 +
  sqrt(3)i/2, or 1/2 - sqrt(3)i/2, and so on. Some values of x and y
  give infinitely many candidates for x^y, all equally plausible. And of
  course x=0 has its own special problems. These problems can all be
  traced to the fact that the exp function is not injective on the
  complex plane, so that ln is not well defined outside the real line.
  There are ways around these difficulties (defining branches of the
  logarithm, for example), but we shall not go into this here.

  The operation of exponentiation has also been extended to other
  systems like matrices and operators. The key is to define an
  exponential function by (6) and work from there. [Some reference on
  operator calculus and/or advanced linear algebra?]

     References

  Complex Analysis. Ahlfors, Lars V. McGraw-Hill, 1953.
--
Alex Lopez-Ortiz                                         [email protected]
http://www.cs.unb.ca/~alopez-o                       Assistant Professor
Faculty of Computer Science                  University of New Brunswick