Number Systems

Understanding the Imaginary Unit i

The imaginary unit i is defined by i^2=-1. It extends real arithmetic so equations such as x^2+1=0 have solutions.

Reviewed

Powers of i repeat every four steps

Reduce a large exponent modulo 4 instead of multiplying i repeatedly.

Exponent formRemainder mod 4Value
i^(4k)01
i^(4k+1)1i
i^(4k+2)2-1
i^(4k+3)3-i

Why the real numbers are not enough

Every real square is nonnegative, so no real number solves x^2=-1. Introducing i provides a consistent solution and creates the complex number system a+bi.

This extension preserves ordinary addition, multiplication, and distributive laws.

Formulai^2=-1; sqrt(-a)=i sqrt(a) for a>0 under the principal-root convention

Why introducing i is a consistent extension

No real number solves x^2 + 1 = 0 because every real square is nonnegative. The new symbol i is defined by i^2 = -1, then ordinary algebraic rules determine its consequences.

  1. i^2 = -1This is the defining relation.
  2. (a + bi) + (c + di) = (a+c) + (b+d)iAddition remains component by component.
  3. (a + bi)(c + di) = (ac-bd) + (ad+bc)iExpand normally and replace i^2 by -1.
  4. (a+bi)(a-bi) = a^2 + b^2Conjugates produce a real, nonnegative product.

The extension preserves the familiar arithmetic of real numbers while making every quadratic polynomial solvable over a sufficiently broad number system.

Simplify i^37

Divide the exponent by 4 and use the remainder.

  1. 37=4 x 9 + 1
  2. i^37=(i^4)^9 i
  3. i^4=1

Result: i^37=i

The four-step power cycle

Successive powers repeat every four exponents: i, -1, -i, 1. Reduce a large positive integer exponent modulo 4 to find its value quickly.

An exponent divisible by 4 gives 1. Remainders 1, 2, and 3 give i, -1, and -i respectively.

Formulai^(n+4)=i^n

Do not split every square root into factors

Incorrect chain: sqrt((-1)(-1)) = sqrt(-1)sqrt(-1) = i^2 = -1

The left side is sqrt(1) = 1.

The real-number product rule for square roots does not extend unchanged to negative or general complex factors.

Square roots and branch choice

The equation z^2=-9 has two solutions, 3i and -3i. The principal square-root symbol sqrt(-9) conventionally returns 3i.

As with positive square roots, distinguish a principal function value from all solutions of an equation.

Solve x^2+16=0

Isolate the square.

  1. x^2=-16
  2. x=+/-sqrt(-16)
  3. sqrt(-16)=4i

Result: x=+/-4i

Sources and further reading