PART FOUR

 

THE IMAGINARY NUMBER
DEFINED  & LOCATED

 

 

THE IMAGINARY NUMBER

 DEFINED AND LOCATED

 

The Definition of an Imaginary Number

All five sets of real numbers can be located on the number line. This is a key datum. All the numbers prior to imaginary numbers could use the number line as their anchor. Just as we use maps to locate ourselves in relation to other locations, we have used the number line to locate the 5 different representations of quantities called real numbers. So, in a very important sense, a person studying mathematics can get “lost” when the numbers no longer correspond to observable, graphable points on a number line.

Once upon a time (but, really, not so long ago), some very smart mathematicians asked themselves an out-of-the-box question (no, they probably didn’t ask this exact question but they did ask a similar one):

“Are real numbers and the number line sacred?”

and gave themselves an equally out-of-the-box answer:

“No.”

Simply put, when you enter the world of imaginary numbers you are stepping off the number line. And when you exit the familiar number line, some (but not all) of the familiar properties of real numbers no longer apply. That fact leads to the primary definition of an imaginary number:

Definition #1: An imaginary number is a number that is the square root of a negative number.

Here is the square root of a negative number:

There are no “real things” whose length is √-9 inches.

That means you can’t look at the number line to find a graphical representation of an imaginary number. Thus, one of the most comfortable and familiar properties of real numbers — that they are measurable as a positive or negative distance from zero on a number line — no longer holds true for imaginary numbers.

 

Good Numbers versus Bad Numbers?

 

Definition of “Arbitrary”: An arbitrary idea or action is based solely on personal wishes, feelings, or perceptions, rather than on objective facts, reasons, or principles.

 Mathematically, it makes no sense to talk about “good” numbers and “bad” numbers. But it does make sense to talk about “useful” numbers and numbers which are “not useful right now.”

Definition of “Aeronautics”: the science, art, theory, and practice of designing, building, and operating aircraft.

Let’s look at aeronautics in terms of the numbers that are used to solve a typical problem that occurs in that branch of engineering. Each particular aircraft needs the right wings — wings that enable that specific aircraft to fly efficiently and safely and achieve the purpose of that aircraft.  Consider this: Imaginary numbers are used by aeronautical engineers when they design the airfoils (“wings” to ordinary people) of modern airplanes. Fact: The very planes we ride in to get from Boston to San Francisco or from New York to Miami have the correct shape because imaginary numbers are sometimes used as part of the aeronautical engineer’s mathematical toolbox when he computes the best wing for a given plane.

Question: The above statement being true (and it is), which is more important: that the wings of our aircraft have the optimum design OR that all numbers must be locatable on the number line?

Now doesn’t that question seem silly? Does the engineer care if a number can or cannot be found on the number line? The engineer is (we hope) a practical person. He is not (usually) philosophizing while on the job. He just wants results. He is designing wings. If he is a sensible engineer, he will use the numbers that assist him to achieve the best possible wing design with the minimum use of resources, time and effort. Therefore, he will usually use imaginary numbers.

Bluntly, useful numbers need not be members of the family of real numbers. So what would be a sensible, easy to comprehend and scientific criterion of a useful number? Let’s start with

“DOES IT WORK?”

When imaginary numbers are used properly and at the right time to solve a real-world problem, is the result constructive? Is our survival enhanced in some way by the application of imaginary numbers to the solution of a bona-fide, honest-to-goodness human problem or situation?”

The answer to the above questions is “Yes, we are much better off because of the existence and use of imaginary numbers.”

So, dismissing or ignoring or invalidating or rejecting imaginary numbers because they do not belong to the real number category and because they do not have all the properties of real numbers is an arbitrary.

Happily, imaginary numbers do retain many of the properties of real numbers – enough to allow real numbers and imaginary numbers to “cooperate” for the greatest good. For example, you can add, subtract, multiply and divide imaginary numbers.

 

BUT IF IMAGINARY NUMBERS CANNOT BE LOCATED ON THE NUMBER LINE, then…

 

WHERE,

OH WHERE,

ARE IMAGINARY NUMBERS?

 

 

I remember the first moment when I read in John Saxon’s Algebra 1

that any number is firstly and fundamentally an idea. At that time, this was an entirely new concept to me, and I was struck by its simplicity and truth. Saxon was right on the money. {John H. Saxon Jr. Real numbers and the Number Line. In Algebra 1. Nancy Warren (editor), second edition, pages 19-28. Norman, Oklahoma: Saxon Publishers, Inc. 1990.}

So, if an imaginary number is not graphable on the common number line, where is it? Is it only an idea? Yes, sort of…but no, not only an idea.

I answered that question for myself, so the following is simply my opinion. My personal conclusion is that an imaginary number’s location is the actual physical universe place where it is being used. Although imaginary numbers cannot be found on the number line, they do exist in the physical universe – in addition to being ideas in the minds of those engineers and scientists using them.

That means, literally, where is someone using one or more imaginary numbers to get a practical result? In what lab or factory? Appearing on what computers monitor? Where and in what diagram or rectangular coordinate system?

 

Written down in whose math worksheet? In whose mind is it part of a computation? In what computer’s memory is it being stored and manipulated by strings of smart 1’s and 0’s that were programmed by smart programmers?

What is its specific application? That’s where imaginary numbers are. So you might say they are everywhere people are using them or have used them or will use them. (Gee, that’s at least as many locations as are on the number line!)

Let’s see how this works. Here are three examples of imaginary numbers:

Each of the above expressions contains the square root of a negative number and therefore cannot be found on the number line.

However, imaginary numbers do follow some familiar rules used with real numbers. Like any square root, imaginary numbers can be simplified by using the Product of Square Roots Rule: the square root of a product can be written as the product of the square roots of the factors of the product.

Using the above rule, the simplifications of the above imaginary numbers are:

 

Any and all imaginary numbers can be expressed as the product of a real number (√2, √,  √173) times the square root of negative one (√-1).

IN FACT, ONE COULD SAY THAT √-1 IS

THE IMAGINARY NUMBER.

In practical terms, that means we need only one specific imaginary number to do all our calculations: √-1

To make writing and calculating with imaginary numbers even simpler, a forward-thinking Swiss mathematician named Euler designated the letter “i” as the symbol for the square root of negative one.


To the uninformed observer, Euler’s  use of “i” may seem like a big, fluffy nothing, but this symbol works so darned well that mathematicians, engineers, physicists and others who use a lot of math in their daily work have all agreed thatSo, in math, when you see the symbol  realize that you are looking at an  imaginary number. Imaginary numbers will almost always have an  in them.

(Note: An exception can be found in electrical engineering, where the letter “j” is often used instead of the letter “i” to represent an imaginary number because “i” has a different, well-established meaning in electrical engineering.)

Thus, the  for √-1 .

The advantages of using  are significant. Its use allows us to work with the square roots of all negative numbers simply and accurately. Performing the arithmetic operations on negative numbers is simplified by using .

 

A Unique Property of Imaginary Numbers:

An imaginary number has a peculiar but useful property.

Once again, we’ll start with the definition of a square root for real numbers: THE SQUARE ROOT OF A GIVEN NUMBER IS THAT UNIQUE NUMBER WHICH WHEN MULTIPLIED BY ITSELF EQUALS THE GIVEN NUMBER.

When the given number is 3, then √3 x √3 = 3

This can be proven by using a calculator. Enter “ √3 x √3 ”. The product will be exactly 3.

Now let’s consider the imaginary number √-1 .

While holding our breath, we’ll use the same definition of a square root (for real numbers) and see what happens to our imaginary number:

When we write √1 X √-1 =-1, we have generated the negative real number -1

from the square of an imaginary number √-1 X √-1

Negative one (-1) can be found on the number line. It is therefore a real number.

The imaginary number is gone! (At least to me, that qualifies as pure MathMagic!)

(Note: The above calculation must be done by hand. It does not work in an ordinary electronic calculator that uses an algebraic operating system.  Such devices only calculate with real numbers, not imaginary numbers.)

The equation √-1 √-1 = -1  (figured by hand, not by calculator) is a property of imaginary numbers, but not real numbers. (Remember, there is no real number squared that will generate a negative real number because real numbers squared always generate a positive number. But imaginary numbers do have this property.)

Some math authors use this property as a definition of an imaginary number:

 

DEFINITION #2:  AN IMAGINARY NUMBER IS A NUMBER WHOSE SQUARE IS A NEGATIVE REAL NUMBER.

If we now substitute i for √-1 we get: i X i = -1

And since i X i can be written as

then i² = -1

Property: An imaginary number is a number (√-1) which when squared, (√-1 X √-1), produces the negative real number -1. This property proves itself by being REALLY useful when making real-world calculations with imaginary numbers.

 

PART FIVE

 

 

 

BACKGROUND

 

Definition: A quadratic equation is a polynomial equation in which the highest power of the variable is 2.

 Some historical background is useful here. About 500 years ago, mathematicians were solving quadratic1 and other, higher degree polynomial equations. Some of these equations had “sensible” solutions — recognizable and useful solutions.  For instance, the quadratic equation

has two real number solutions:

Occasionally, however, solutions appeared that the mathematicians did not understand. For example, the solution to the quadratic equation

 This solution includes the square root of the negative number  

 

Those earlier mathematicians might have simplified this solution to

 

and perhaps simplified even it further to

   

But that’s all they could do. The solution still contained the square root of a negative number:

Understandably, they had no idea what it meant or what to do with it because such numbers could not be applied to any of their real-world problems.

In the 17th century, after much research and dispute, Descartes (a math genius in so many ways — but he sure missed on this one!) called them “imaginary” numbers as an insult and the name stuck.

(By the way, there was no “set of real numbers” before Descartes. There were just “numbers”. Descartes invented the name “real numbers” to distinguish them from the “imaginary numbers” he rejected.)

That sad event occurred long ago when mathematicians, physicists and engineers had no knowledge of supersonic jets, electronic circuits and computer graphics.

 

DEFINITION OF A COMPLEX NUMBER

The word “complex” is sometimes used with the meaning: difficult to understand. But there is another definition of complex: involving a lot of different but related parts. And that’s exactly what it means in the term “complex number.”

Mathematicians, physicists, engineers and other scientists have learned that imaginary numbers are most useful when combined with real numbers. So, to describe the applications of imaginary numbers in the real world, we first need to know about the complex number.

DEFINITION: A COMPLEX NUMBER IS A SINGLE NUMBER THAT COMBINES BOTH REAL AND IMAGINARY PARTS.

We can generate a complex number by solving the quadratic equation 3X2 – X + 5 = 0 using the quadratic formula or by completing the square.

The solution is a complex number.

The complex number     is not easily used in this form.

It simplifies to 

which simplifies further to 

 

This solution has both a real number part and an imaginary number part.

The real number part is   The coefficient of  i is   .

The imaginary number part is i.

Here’s another example:  .

The numerals 5 and 6 are the real numbers.

The number √-1 is the imaginary part.

Since complex numbers are written using the symbol i instead of √-1 ,

we can re-write 5 + 6√-1 as 5 + 6i.

 

The Standard Form of a Complex Number:

a + bi

 

In the same way that mathematicians have agreed upon a “standard form” for a linear equation (ax + by + c = 0), and a quadratic equation (ax2 + bx + c = 0), there is a standard form for a complex number: a + bi

By agreeing upon “standard forms” for various expressions and equations, all mathematicians and math students “are on the same page” and can communicate mathematically and work together cooperatively.

 

Standard and Non-Standard Form Symbols

for Complex Numbers

The small letter a, as a variable, represents any real number.

The small letter b, as a variable, represents any real number and is the coefficient of i.

And i of course, represents √-1, the imaginary number itself.

If we write the real part of a complex number first (“a’’) and the imaginary part second (“bi”), we have written a complex number in standard form.

All of these numbers are complex numbers in standard form:

 

PART SIX

THE HOUSE THAT i BUILT

 

BUILDING A REAL WORLD
WITH IMAGINARY AND COMPLEX NUMBERS

 

Some Applications of Imaginary and Complex Numbers

 

An Algebra 2 student researching the subjects of imaginary and complex numbers  runs head on into this fact: a full understanding of any application of imaginary and complex numbers—and there are a great many—requires great familiarity with complex math and science that is learned only in advanced physics, biology, chemistry and statistics courses. In other words, the knowledge required to really grasp their actual use is not available to most Algebra 2 students and is attainable only at the college, university or post-graduate level.

But, given that limitation, many applications of imaginary and complex numbers can be described in a general way.

It should be noted that complex numbers do not usually replace real numbers. For example, in doing circuit design, the electrical engineer can often (but not always) use real numbers for his circuit design work if he chooses. However, since he can do the same task better and faster using complex numbers, he will use complex numbers for certain tasks. This situation is typical of the use of complex numbers: they usually do not replace real numbers but they are often a better mathematical tool than real numbers used by themselves.

 

Electrical Engineering

Complex numbers are used heavily by electrical engineers involved in circuit analysis and design because complex numbers simplify finding solutions to their problems. In particular, they simplify the analysis and control of alternating current signals (alternating electrical signals continuously change direction, first flowing one way on a circuit, then reversing direction and flowing the other way on the same circuit. This reversing pattern repeats as long as the alternating current is on.)

 

Physics

 Physicists use complex numbers when analyzing electromagnetic field strength. An electromagnetic field is the energy field generated by electromagnetic waves, which include such common waves as radio waves, microwaves, visible light (red, orange, yellow, green, blue, indigo and violet), ultraviolet waves and X-Rays. All these waves have two distinctly separate components: an electrical aspect and a magnetic aspect. Rather than trying to describe an electromagnetic field by means of two real quantities (one real number to measure the electric field strength and another real number for the magnetic field strength) it is best described by a single complex number, of which the electric and magnetic components are simply the real and imaginary parts.

 

Software Design and Engineering

For those who create art with computers, complex numbers are used in writing the software that generates a kind of computer graphic called “fractals.” Fractals are geometric objects that are created by making a pattern repeat many times.

 

Aeronautical Engineering

As mentioned earlier, complex numbers are applied to studying the flow of air over airplanes at high speed. For example, an aircraft’s wings are designed using complex numbers.

 

Civil Engineering

Civil engineering is the branch of engineering concerned with the planning, design, and construction of such things as roads, bridges, and dams. Civil Engineers use complex numbers while designing and testing the strength of bridges.

 

Architectural Engineering

(Architectural engineering, also known as building engineering, is the application of engineering principles and technology to the design and construction of buildings.) Complex numbers are used in the analysis of stresses on the structural beams used in buildings.

Also in architectural engineering, complex numbers are applied to the study of resonance of structures. (In physics, resonance is the effect produced when the natural vibration frequency of a body is greatly amplified by vibrations at this same frequency from another body.)

 

Automotive Engineering

Complex numbers are used when analyzing the movement of shock absorbers in cars.

 

Mechanical Engineering

Mechanical engineering is the branch of engineering that involves the design, production, and operation of machinery.) complex numbers are used during the design of dynamos and electric motors. (a dynamo is a machine that generates electricity.)

 

Audio Engineering

Engineers who design speakers use complex numbers.

 

Energy Storage

Scientists and engineers who run experiments on ways to make and store energy using batteries and solar energy systems use complex numbers.

Also, complex numbers are used to analyze the flow of liquids in relation to obstacles as the fluids move through pipes.

 

Quantum Physics

The mathematically-based physics pioneered by Isaac Newton reigned supreme in the physical sciences until the end of the 19th century. At that time, it was observed that matter and energy at the atomic and subatomic level behave very differently than matter and energy at our normal, everyday, human-eye perception level. For example, the equations derived from Newton’s three Laws of Motion were unable to make accurate predictions of location, path and velocity of very small particles, even while the same equations were accurate in our everyday universe. Simply stated, Newton’s Laws of Motion simply failed to work when applied to really small stuff.

This failure of Newton’s physics required the development of a new physics. This new theory, introduced in 1900 by Max Planck and developed by many other scientists since then, is called “quantum theory”. Quantum theory (and the math used in that theory) succeeds in accurately describing what actually happens to the really small particles of energy and matter.

When scientists are working in the field of quantum physics, real numbers (all by themselves) are inadequate to supply the math needed to describe some conditions at the atomic and subatomic level.  Quantum physics requires extensive use of imaginary and complex numbers. In other disciplines (such as the engineering specialties listed above) there are often ways of making calculations that do not require complex numbers. This is not the case with some of the math used in quantum physics. Here you sometimes either use complex numbers for certain calculations or you do not calculate! (Complex numbers in quantum mechanics, ttps://courses.physics.illinois.edu/phys580/fa2013/susy_v2.pdf)

The knowledge and discoveries born out of quantum theory led directly to the invention of the laser, the electron microscope and the transistor. The development of modern computers, smart phones, etc. was made possible by quantum theory.

 

 

PART SEVEN

MATH IN THE FUTURE:
NEW NUMBERS
WITH NEW PROP ERTIES

Math in the Future:

NEW NUMBERS

WITH NEW PROPERTIES

 

Lessons to be Learned

The history of the physical sciences and mathematics demonstrate that progress is often a bumpy road. Science has not always moved upwards on a smooth path with every scientist and mathematician understanding and appreciating the new discoveries that eventually were used to advance the knowledge and survival level of mankind.

Within the mathematical field of numbers, the discovery of irrational numbers by the ancient Greeks and, much later, the use of negative numbers were both originally met with considerable confusion, skepticism and outright rejection. Now, of course, irrational numbers and negative numbers are commonplace, accepted and widely used even by middle school and high school students, as well as the army of engineers, mathematicians and scientists who depend on them for the accuracy of their daily work.

Imaginary and complex numbers are just newer examples of this same cycle of discovery, rejection and ultimate acceptance when the phenomena uncovered are found to increase our understanding and control of the physical universe.

Given mankind’s documented history for discovering and/or creating new and useful mathematical tools that have provided us with greater and greater control of the physical universe, would it really be so surprising if current and future mathematical researchers, while attempting to uncover further hidden  properties from the “measurable”, (the purely quantitative aspects of our universe) bring to light New Numbers with New Properties?

I envision mathematicians, physicists and other scientists (both amateur and professional) uncovering NEW NUMBERS with NEW PROPERTIES that prove to be just as useful as the set of numbers we call “real numbers” — and as useful as imaginary and complex numbers — and then applying these New Numbers with New Properties to achieve practical ends.

 

NEW NUMBERS WITH NEW PROPERTIES

In keeping with the possibility (likelihood, actually) of new numbers being discovered or created, I propose designating those new numbers that will be found “somewhere or anywhere” to be

NEW NUMBERS WITH NEW PROPERTIES.

Such a name would, of course, be instantly abbreviated to just New Numbers and then further abbreviated to NN. (But even NN — italicized, of course — has a nice ring to it!)

But without the number line, how do we orient ourselves with regards to New Numbers with New Properties?

 

THE ANSWER IS
BY MEANS OF REAL-WORLD APPLICATIONS.

The question “Where is New Number XYZ?” is answered by “How will NN XYZ be used? What practical purpose does it fulfill right now? Where do we start applying NN XYZ to the world of people, mountains and bees (and dirt-cheap, renewable sources of energy and black holes and faster-than-light starships and….”)

If no current purpose can be found, we still do not discard, ridicule or smash New Number XYZ. We carefully and respectfully place it in a bin labeled:

THIS IS A VERY SPECIAL NUMBER BIN!

IT IS RESERVED FOR NEW NUMBERS WITH NEW PROPERTIES THAT HAVE NO IMMEDIATE APPLICATIONS. HOLD INDEFINITELY FOR MANKIND’S FUTURE.

 

If such NEW NUMBERS WITH NEW PROPERTIES have an appropriate name and category to be part of, perhaps they will be warmly welcomed, validated and more rapidly applied to helping mankind increase its survival rather than becoming the subject of just another sad event in that dull series of jealousies, arguments and wasteful controversies that have occasionally marred the history of scientific advance.

 

The end

 

Copyright 2016 Bruce Silton

 

A Message from the Author

 

Has the information in this paper helped you understand imaginary and complex numbers better (as well as my Theory of Math Holes)? Do you have question, comments, or ideas of your own? You can write to me by using the contact page on my math educator’s website:

 

www.MathCreativity.com

or my artist/designer’s website:

www.BruceSilton.com

 

 

 ABOUT THE AUTHOR

Bruce Silton is a tutor at Clearwater Academy International, a preschool –12th grade private school in Clearwater, Florida. Since March of 2000, he has delivered approximately 17,000 tutoring sessions to students of all ages. Some 10,000 of those tutoring sessions have been devoted to helping students overcome difficulties learning math.

 

Math editing by Ardiana Radani

English language editing and proofreading by Leslie Silton, Book Doctor

(I added considerable material to this paper after Leslie and Ardiana completed their editing. Therefore, I take full responsibility for any errors in both English and math.)