Quaternionic analysis

In mathematics, quaternionic analysis is the study of functions with quaternions as the domain and/or range. Such functions can be called functions of a quaternion variable just as functions of a real variable or a complex variable are called.

As with complex and real analysis, it is possible to study the concepts of analyticity, holomorphy, harmonicity and conformality in the context of quaternions. Unlike the complex numbers and like the reals, the four notions do not coincide.

Properties

The projections of a quaternion onto its scalar part or onto its vector part, as well as the modulus and versor functions, are examples that are basic to understanding quaternion structure.

An important example of a function of a quaternion variable is

${\displaystyle f_{1}(q)=uqu^{-1}}$

which rotates the vector part of q by twice the angle represented by the versor u.

The quaternion multiplicative inverse ${\displaystyle f_{2}(q)=q^{-1}}$ is another fundamental function, but as with other number systems, ${\displaystyle f_{2}(0)}$ and related problems are generally excluded due to the nature of dividing by zero.

Affine transformations of quaternions have the form

${\displaystyle f_{3}(q)=aq+b,\quad a,b,q\in \mathbb {H} .}$

Linear fractional transformations of quaternions can be represented by elements of the matrix ring ${\displaystyle M_{2}(\mathbb {H} )}$ operating on the projective line over ${\displaystyle \mathbb {H} }$. For instance, the mappings ${\displaystyle q\mapsto uqv,}$ where ${\displaystyle u}$ and ${\displaystyle v}$ are fixed versors serve to produce the motions of elliptic space.

Quaternion variable theory differs in some respects from complex variable theory. For example: The complex conjugate mapping of the complex plane is a central tool but requires the introduction of a non-arithmetic, non-analytic operation. Indeed, conjugation changes the orientation of plane figures, something that arithmetic functions do not change.

In contrast to the complex conjugate, the quaternion conjugation can be expressed arithmetically, as ${\displaystyle f_{4}(q)=-{\tfrac {1}{2}}(q+iqi+jqj+kqk)}$

This equation can be proven, starting with the basis {1, i, j, k}:

${\displaystyle f_{4}(1)=-{\tfrac {1}{2}}(1-1-1-1)=1,\quad f_{4}(i)=-{\tfrac {1}{2}}(i-i+i+i)=-i,\quad f_{4}(j)=-j,\quad f_{4}(k)=-k}$.

Consequently, since ${\displaystyle f_{4}}$ is linear,

${\displaystyle f_{4}(q)=f_{4}(w+xi+yj+zk)=wf_{4}(1)+xf_{4}(i)+yf_{4}(j)+zf_{4}(k)=w-xi-yj-zk=q^{*}.}$

The success of complex analysis in providing a rich family of holomorphic functions for scientific work has engaged some workers in efforts to extend the planar theory, based on complex numbers, to a 4-space study with functions of a quaternion variable. ^[1] These efforts were summarized in Deavours (1973). ^[a]

Though ${\displaystyle \mathbb {H} }$ appears as a union of complex planes, the following proposition shows that extending complex functions requires special care:

Let ${\displaystyle f_{5}(z)=u(x,y)+iv(x,y)}$ be a function of a complex variable, ${\displaystyle z=x+iy}$. Suppose also that ${\displaystyle u}$ is an even function of ${\displaystyle y}$ and that ${\displaystyle v}$ is an odd function of ${\displaystyle y}$. Then ${\displaystyle f_{5}(q)=u(x,y)+rv(x,y)}$ is an extension of ${\displaystyle f_{5}}$ to a quaternion variable ${\displaystyle q=x+yr}$ where ${\displaystyle r^{2}=-1}$ and ${\displaystyle r\in \mathbb {H} }$. Then, let ${\displaystyle r^{*}}$ represent the conjugate of ${\displaystyle r}$, so that ${\displaystyle q=x-yr^{*}}$. The extension to ${\displaystyle \mathbb {H} }$ will be complete when it is shown that ${\displaystyle f_{5}(q)=f_{5}(x-yr^{*})}$. Indeed, by hypothesis

${\displaystyle u(x,y)=u(x,-y),\quad v(x,y)=-v(x,-y)\quad }$ one obtains

${\displaystyle f_{5}(x-yr^{*})=u(x,-y)+r^{*}v(x,-y)=u(x,y)+rv(x,y)=f_{5}(q).}$

Homographies

In the following, colons and square brackets are used to denote homogeneous vectors.

The rotation about axis r is a classical application of quaternions to space mapping. ^[2] In terms of a homography, the rotation is expressed

${\displaystyle [q:1]{\begin{pmatrix}u&0\\0&u\end{pmatrix}}=[qu:u]\thicksim [u^{-1}qu:1],}$

where ${\displaystyle u=\exp(\theta r)=\cos \theta +r\sin \theta }$ is a versor. If p * = −p, then the translation ${\displaystyle q\mapsto q+p}$ is expressed by

${\displaystyle [q:1]{\begin{pmatrix}1&0\\p&1\end{pmatrix}}=[q+p:1].}$

Rotation and translation xr along the axis of rotation is given by

${\displaystyle [q:1]{\begin{pmatrix}u&0\\uxr&u\end{pmatrix}}=[qu+uxr:u]\thicksim [u^{-1}qu+xr:1].}$

Such a mapping is called a screw displacement. In classical kinematics, Chasles' theorem states that any rigid body motion can be displayed as a screw displacement. Just as the representation of a Euclidean plane isometry as a rotation is a matter of complex number arithmetic, so Chasles' theorem, and the screw axis required, is a matter of quaternion arithmetic with homographies: Let s be a right versor, or square root of minus one, perpendicular to r, with t = rs.

Consider the axis passing through s and parallel to r. Rotation about it is expressed ^[3] by the homography composition

${\displaystyle {\begin{pmatrix}1&0\\-s&1\end{pmatrix}}{\begin{pmatrix}u&0\\0&u\end{pmatrix}}{\begin{pmatrix}1&0\\s&1\end{pmatrix}}={\begin{pmatrix}u&0\\z&u\end{pmatrix}},}$

where ${\displaystyle z=us-su=\sin \theta (rs-sr)=2t\sin \theta .}$

Now in the (s,t)-plane the parameter θ traces out a circle ${\displaystyle u^{-1}z=u^{-1}(2t\sin \theta )=2\sin \theta (t\cos \theta -s\sin \theta )}$ in the half-plane ${\displaystyle \lbrace wt+xs:x>0\rbrace .}$

Any p in this half-plane lies on a ray from the origin through the circle ${\displaystyle \lbrace u^{-1}z:0<\theta <\pi \rbrace }$ and can be written ${\displaystyle p=au^{-1}z,\ \ a>0.}$

Then up = az, with ${\displaystyle {\begin{pmatrix}u&0\\az&u\end{pmatrix}}}$ as the homography expressing conjugation of a rotation by a translation p.

The derivative for quaternions

Since the time of Hamilton, it has been realized that requiring the independence of the derivative from the path that a differential follows toward zero is too restrictive: it excludes even ${\displaystyle \ f(q)=q^{2}\ }$ from differentiation. Therefore, a direction-dependent derivative is necessary for functions of a quaternion variable. ^{[4] [5]} Considering the increment of polynomial function of quaternionic argument shows that the increment is a linear map of increment of the argument.^{[ dubious – discuss ]} From this, a definition can be made:

A continuous function ${\displaystyle \ f:\mathbb {H} \rightarrow \mathbb {H} \ }$ is called differentiable on the set${\displaystyle \ U\subset \mathbb {H} \ ,}$ if at every point ${\displaystyle \ x\in U\ ,}$ an increment of the function ${\displaystyle \ f\ }$ corresponding to a quaternion increment ${\displaystyle \ h\ }$ of its argument, can be represented as

${\displaystyle f(x+h)-f(x)={\frac {\operatorname {d} f(x)}{\operatorname {d} x}}\circ h+o(h)}$

where

${\displaystyle {\frac {\operatorname {d} f(x)}{\operatorname {d} x}}:\mathbb {H} \rightarrow \mathbb {H} }$

is linear map of quaternion algebra ${\displaystyle \ \mathbb {H} \ ,}$ and ${\displaystyle \ o:\mathbb {H} \rightarrow \mathbb {H} \ }$ represents some continuous map such that

${\displaystyle \lim _{a\rightarrow 0}{\frac {\ \left|\ o(a)\ \right|\ }{\left|\ a\ \right|}}=0\ ,}$

and the notation ${\displaystyle \ \circ h\ }$ denotes ...^{[ further explanation needed ]}

The linear map ${\displaystyle {\frac {\operatorname {d} f(x)}{\operatorname {d} x}}}$ is called the derivative of the map ${\displaystyle \ f~.}$

On the quaternions, the derivative may be expressed as

${\displaystyle {\frac {\operatorname {d} f(x)}{\operatorname {d} x}}=\sum _{s}{\frac {\operatorname {d} _{s0}f(x)}{\operatorname {d} x}}\otimes {\frac {\operatorname {d} _{s1}f(x)}{\operatorname {d} x}}}$

Therefore, the differential of the map ${\displaystyle \ f\ }$ may be expressed as follows, with brackets on either side.

${\displaystyle {\frac {\operatorname {d} f(x)}{\operatorname {d} x}}\circ \operatorname {d} x=\left(\sum _{s}{\frac {\operatorname {d} _{s0}f(x)}{\operatorname {d} x}}\otimes {\frac {\operatorname {d} _{s1}f(x)}{\operatorname {d} x}}\right)\circ \operatorname {d} x=\sum _{s}{\frac {\operatorname {d} _{s0}f(x)}{\operatorname {d} x}}\left(\operatorname {d} x\right){\frac {\operatorname {d} _{s1}f(x)}{\operatorname {d} x}}}$

The number of terms in the sum will depend on the function ${\displaystyle \ f~.}$ The expressions ${\displaystyle ~~{\frac {\operatorname {d} _{sp}\operatorname {d} f(x)}{\operatorname {d} x}}~~{\mathsf {\ for\ }}~~p=0,1~~}$ are called components of derivative.

The derivative of a quaternionic function is defined by the expression

${\displaystyle {\frac {\operatorname {d} f(x)}{\operatorname {d} x}}\circ h=\lim _{t\to 0}\left(\ {\frac {\ f(x+t\ h)-f(x)\ }{t}}\ \right)}$

where the variable ${\displaystyle \ t\ }$ is a real scalar.

The following equations then hold:

${\displaystyle {\frac {\operatorname {d} \left(f(x)+g(x)\right)}{\operatorname {d} x}}={\frac {\operatorname {d} f(x)}{\operatorname {d} x}}+{\frac {\operatorname {d} g(x)}{\operatorname {d} x}}}$

${\displaystyle {\frac {\operatorname {d} \left(f(x)\ g(x)\right)}{\operatorname {d} x}}={\frac {\operatorname {d} f(x)}{\operatorname {d} x}}\ g(x)+f(x)\ {\frac {\operatorname {d} g(x)}{\operatorname {d} x}}}$

${\displaystyle {\frac {\operatorname {d} \left(f(x)\ g(x)\right)}{\operatorname {d} x}}\circ h=\left({\frac {\operatorname {d} f(x)}{\operatorname {d} x}}\circ h\right)\ g(x)+f(x)\left({\frac {\operatorname {d} g(x)}{\operatorname {d} x}}\circ h\right)}$

${\displaystyle {\frac {\operatorname {d} \left(a\ f(x)\ b\right)}{\operatorname {d} x}}=a\ {\frac {\operatorname {d} f(x)}{\operatorname {d} x}}\ b}$

${\displaystyle {\frac {\operatorname {d} \left(a\ f(x)\ b\right)}{\operatorname {d} x}}\circ h=a\left({\frac {\operatorname {d} f(x)}{\operatorname {d} x}}\circ h\right)b}$

For the function ${\displaystyle \ f(x)=a\ x\ b\ ,}$ where ${\displaystyle \ a\ }$ and ${\displaystyle \ b\ }$ are constant quaternions, the derivative is

${\displaystyle {\frac {\operatorname {d} \left(a\ x\ b\right)}{\operatorname {d} x}}=a\otimes b}$

${\displaystyle \operatorname {d} y={\frac {\operatorname {d} \left(a\ x\ b\right)}{\operatorname {d} x}}\circ \operatorname {d} x=a\ \left(\operatorname {d} x\right)\ b}$

and so the components are:

${\displaystyle {\frac {\operatorname {d} _{10}\left(a\ x\ b\right)}{\operatorname {d} x}}=a}$

${\displaystyle {\frac {\operatorname {d} _{11}\left(a\ x\ b\right)}{\operatorname {d} x}}=b}$

Similarly, for the function ${\displaystyle \ f(x)=x^{2}\ ,}$ the derivative is

${\displaystyle {\frac {\operatorname {d} x^{2}}{\operatorname {d} x}}=x\otimes 1+1\otimes x}$

${\displaystyle \operatorname {d} y={\frac {\operatorname {d} x^{2}}{\operatorname {d} x}}\circ \operatorname {d} x=x\ \operatorname {d} x+(\operatorname {d} x)\ x}$

and the components are:

${\displaystyle {\frac {\operatorname {d} _{10}x^{2}}{\operatorname {d} x}}=x}$		${\displaystyle {\frac {\operatorname {d} _{11}x^{2}}{\operatorname {d} x}}=1}$
${\displaystyle {\frac {\operatorname {d} _{20}x^{2}}{\operatorname {d} x}}=1}$		${\displaystyle {\frac {\operatorname {d} _{21}x^{2}}{\operatorname {d} x}}=x}$

Finally, for the function ${\displaystyle \ f(x)=x^{-1}\ ,}$ the derivative is

${\displaystyle {\frac {\operatorname {d} x^{-1}}{\operatorname {d} x}}=-x^{-1}\otimes x^{-1}}$

${\displaystyle \operatorname {d} y={\frac {\operatorname {d} x^{-1}}{\operatorname {d} x}}\circ \operatorname {d} x=-x^{-1}(\operatorname {d} x)\ x^{-1}}$

and the components are:

${\displaystyle {\frac {\operatorname {d} _{10}x^{-1}}{\operatorname {d} x}}=-x^{-1}}$

${\displaystyle {\frac {\operatorname {d} _{11}x^{-1}}{\operatorname {d} x}}=x^{-1}}$

See also

• Cayley transform
• Quaternionic manifold

Notes

1. Deavours (1973) recalls a 1935 issue of Commentarii Mathematici Helvetici where an alternative theory of "regular functions" was initiated by Fueter (1936) through the idea of Morera's theorem: quaternion function ${\displaystyle F}$ is "left regular at ${\displaystyle q}$" when the integral of ${\displaystyle F}$ vanishes over any sufficiently small hypersurface containing ${\displaystyle q}$. Then the analogue of Liouville's theorem holds: The only regular quaternion function with bounded norm in ${\displaystyle \mathbb {E} ^{4}}$ is a constant. One approach to construct regular functions is to use power series with real coefficients. Deavours also gives analogues for the Poisson integral, the Cauchy integral formula, and the presentation of Maxwell’s equations of electromagnetism with quaternion functions.

Citations

1. ( Fueter 1936 )
2. ( Cayley 1848 , especially page 198)
3. ( Hamilton 1853 , §287 pp. 273,4)
4. Hamilton (1866) , Chapter II, On differentials and developments of functions of quaternions, pp. 391–495
5. Laisant (1881) , Chapitre 5: Différentiation des Quaternions, pp. 104–117

References

• Arnold, Vladimir (1995), "The geometry of spherical curves and the algebra of quaternions", Russian Mathematical Surveys, 50 (1), translated by Porteous, Ian R.: 1–68, doi:10.1070/RM1995v050n01ABEH001662, S2CID   250897899, Zbl   0848.58005
• Cayley, Arthur (1848), "On the application of quaternions to the theory of rotation", London and Edinburgh Philosophical Magazine , Series 3, 33 (221): 196–200, doi:10.1080/14786444808645844
• Deavours, C.A. (1973), "The quaternion calculus", American Mathematical Monthly , 80 (9), Washington, DC: Mathematical Association of America: 995–1008, doi:10.2307/2318774, ISSN   0002-9890, JSTOR   2318774, Zbl   0282.30040
• Du Val, Patrick (1964), Homographies, Quaternions and Rotations, Oxford Mathematical Monographs, Oxford: Clarendon Press, MR   0169108, Zbl   0128.15403
• Fueter, Rudolf (1936), "Über die analytische Darstellung der regulären Funktionen einer Quaternionenvariablen", Commentarii Mathematici Helvetici (in German), 8: 371–378, doi:10.1007/BF01199562, S2CID   121227604, Zbl   0014.16702
• Gentili, Graziano; Stoppato, Caterina; Struppa, Daniele C. (2013), Regular Functions of a Quaternionic Variable, Berlin: Springer, doi:10.1007/978-3-642-33871-7, ISBN   978-3-642-33870-0, S2CID   118710284, Zbl   1269.30001
• Gormley, P.G. (1947), "Stereographic projection and the linear fractional group of transformations of quaternions", Proceedings of the Royal Irish Academy, Section A , 51: 67–85, JSTOR   20488472
• Gürlebeck, Klaus; Sprößig, Wolfgang (1990), Quaternionic analysis and elliptic boundary value problems, Basel: Birkhäuser, ISBN   978-3-7643-2382-0, Zbl   0850.35001
• John C.Holladay (1957), "The Stone–Weierstrass theorem for quaternions" (PDF), Proc. Amer. Math. Soc., 8: 656, doi: 10.1090/S0002-9939-1957-0087047-7 .
• Hamilton, William Rowan (1853), Lectures on Quaternions, Dublin: Hodges and Smith, OL   23416635M
• Hamilton, William Rowan (1866), Hamilton, William Edwin (ed.), Elements of Quaternions, London: Longmans, Green, & Company, Zbl   1204.01046
• Joly, Charles Jasper (1903), "Quaternions and projective geometry", Philosophical Transactions of the Royal Society of London , 201 (331–345): 223–327, Bibcode:1903RSPTA.201..223J, doi:10.1098/rsta.1903.0018, JFM   34.0092.01, JSTOR   90902
• Laisant, Charles-Ange (1881), Introduction à la Méthode des Quaternions (in French), Paris: Gauthier-Villars, JFM   13.0524.02
• Porter, R. Michael (1998), "Möbius invariant quaternion geometry" (PDF), Conformal Geometry and Dynamics, 2 (6): 89–196, doi: 10.1090/S1088-4173-98-00032-0 , Zbl   0910.53005
• Sudbery, A. (1979), "Quaternionic analysis", Mathematical Proceedings of the Cambridge Philosophical Society , 85 (2): 199–225, Bibcode:1979MPCPS..85..199S, doi:10.1017/S0305004100055638, hdl: 10338.dmlcz/101933 , S2CID   7606387, Zbl   0399.30038