Introducing The Quaternions

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Introducing The Quaternions John Huerta Department of Mathematics UC Riverside Fullerton College

The Complex Numbers The complex numbers C form a plane. Their operations are very related to two-dimensional geometry. In particular, multiplication by a unit complex number: which can all be written: z 2 = 1 z = e iθ gives a rotation: R z (w) = zw by angle θ.

The Complex Numbers How does this work? C = { a + bi : a, b R, i 2 = 1 } Any complex number has a length, given by the Pythagorean formula: a + bi = a 2 + b 2. We can add and subtract in C. For example: a + bi + c + di = (a + c) + (b + d)i. We can also multiply, which is much messier: (a + bi)(c + di) = (ac bd) + (ad + bc)i What does this last formula mean?

The Complex Numbers Fortunately, there is a better way to multiply complex numbers, thanks to Leonhard Euler: Figure: Handman s portrait of Euler. Wikimedia Commons. who proved: e iϕ = cos ϕ + i sin ϕ

The Complex Numbers Geometrically, this formula says e iϕ lies on the unit circle in C: Figure: Euler s formula. Wikimedia Commons.

The Complex Numbers e iϕ has unit length. If we multiply by a positive number, r, we get a complex number of length r: re iϕ. By adjusting the length r and angle ϕ, we can write any complex number in this way! In a calculus class, this trick goes by the name polar coordinates.

The Complex Numbers And this gives a great way to multiply complex numbers: Remember our formula was: (a + bi)(c + di) = (ac bd) + (ad + bc)i Instead, we can write each factor in polar coordinates: a + bi = re iϕ, c + di = se iθ And now: (a + bi)(c + di) = re iϕ se iθ = rse i(ϕ+θ). In words: to multiply two complex numbers, multiply their lengths and add their angles!

The Complex Numbers In particular, if we multiply a given complex number z by e iϕ which has unit length 1, the result: e iϕ z has the same length as z. It is rotated by ϕ degrees.

Hamilton s Discovery So, we can use complex arithmetic (multiplication) to do a geometric operation (rotation). The 19th century Irish mathematician and physicist William Rowan Hamilton was fascinated by the role of C in two-dimensional geometry.

Hamilton s Discovery For years, he tried to invent an algebra of triplets to play the same role in three dimenions: a + bi + cj R 3. Alas, we now know this quest was in vain. Theorem The only normed division algebras, which are number systems where we can add, subtract, multiply and divide, and which have a norm satisfying have dimension 1, 2, 4, or 8. zw = z w

Hamilton s Discovery Hamilton s search continued into October, 1843: Every morning in the early part of the above-cited month, on my coming down to breakfast, your (then) little brother William Edwin, and yourself, used to ask me: Well, Papa, can you multiply triplets? Whereto I was always obliged to reply, with a sad shake of the head: No, I can only add and subtract them.

Hamilton s Discovery On October 16th, 1843, while walking with his wife to a meeting of the Royal Society of Dublin, Hamilton discovered a 4-dimensional division algebra called the quaternions: That is to say, I then and there felt the galvanic circuit of thought close; and the sparks which fell from it were the fundamental equations between i, j, k; exactly such as I have used them ever since: i 2 = j 2 = k 2 = ijk = 1.

Hamilton s Discovery Hamilton carved these equations onto Brougham Bridge. A plaque commemorates this vandalism today: Figure: Brougham Bridge plaque. Photo by Tevian Dray.

The Quaternions The quaternions are H = {a + bi + cj + dk : a, b, c, d R}. i, j and k are all square roots of 1. ij = k = ji, jk = i = kj, ki = j = ik. As we shall see, we can use quaternions to do rotations in 3d. Puzzle Check that these relations (ij = k = ji, etc) all follow from Hamilton s definition: i 2 = j 2 = k 2 = ijk = 1.

The Quaternions The quaternions don t commute! A useful mnemonic for multiplication is this picture: Figure: Multiplying quaternions. Figure by John Baez.

The Quaternions If you have studied vectors, you may also recognize i, j and k as unit vectors. The quaternion product is the same as the cross product of vectors: Except, for the cross product: i j = k, j k = i, k i = j. i i = j j = k k = 0 while for quaternions, this is 1. In fact, we can think of a quaternion as having a scalar (number) part and a vector part: v 0 + v 1 i + v 2 j + v 3 k = (v 0, v).

The Quaternions We can use the cross product, and the dot product: v w = v 1 w 1 + v 2 w 2 + v 3 w 3 to define the product of quaternions in yet another way: (v 0, v)(w 0, w) = (v 0 w 0 v w, v 0 w + w 0 v + v w). Puzzle Check that this formula gives the same result for quaternion multiplication as the explicit rules for multiplying i, j, and k.

Rotations Using Quaternions I promised we could use quaternions to do 3d rotations, so here s how: Think of three-dimensional space as being purely imaginary quaternions: R 3 = {xi + yj + zk : x, y, z R}. Just like for complex numbers, the rotations are done using unit quaternions, like: cos ϕ + i sin ϕ, cos ϕ + j sin ϕ, cos ϕ + k sin ϕ. By analogy with Euler s formula, we will write these as: e iϕ, e jϕ e kϕ.

Rotations Using Quaternions But there are many more unit quaternions than these! i, j, and k are just three special unit imaginary quaternions. Take any unit imaginary quaternion, u = u 1 i + u 2 j + u 3 k. That is, any unit vector. Then is a unit quaternion. cos ϕ + u sin ϕ By analogy with Euler s formula, we write this as: e uϕ.

Rotations Using Quaternions Theorem If u is a unit vector, and v is any vector, the expression e uϕ ve uϕ, gives the result of rotating v about the axis in the u direction.

Rotations Using Quaternions Proof. I will prove this for u = i, since there is nothing special about the i direction. e iϕ (v 1 i + v 2 j + v 3 k)e iϕ = e iϕ (v 1 i + (v 2 + v 3 i)j)e iϕ Puzzle! = e iϕ (v 1 i)e iϕ + e iϕ (v 2 + v 3 i)je iϕ = e iϕ (v 1 i)e iϕ + e iϕ (v 2 + v 3 i)e +iϕ j Puzzle! = v 1 i + e i2ϕ (v 2 + v 3 i)j Puzzle! Note the 2ϕ!

Rotations Using Quaternions Theorem (Improved) If u is a unit vector, and v is any vector, the expression e uϕ ve uϕ, gives the result of rotating v about the axis in the u direction by 2ϕ degrees. Amazingly, this 2ϕ is important when describing electrons!

Rotating an Electron Let s write the rotation we get from the unit quaternion e uϕ as: R e uϕ(v) = e uϕ ve uϕ This is a rotation by 2ϕ. To rotate by ϕ, we need: R e uϕ/2(v) = e uϕ/2 ve uϕ/2 And to say how this relates to electrons, we need to talk about quantum mechanics.

Rotating an Electron Quantum mechanics says that particles are represented by waves: The simplest kind of wave is a function: ψ : R R But since we live in three dimensions: ψ : R 3 R And because it s quantum, it s complex-valued: ψ : R 3 C Yet, in 1924, Wolfgang Pauli (secretly) discovered that for electrons, it s quaternion-valued: ψ : R 3 H

Rotating an Electron If we rotate most particles, we rotate its wave: R e uϕ/2ψ(v) := ψ(r e uϕ/2(v)). But to rotate an electron, Pauli found: R e uϕ/2ψ(v) := e uϕ/2 ψ(r e uϕ/2(v)). In particular, for a ϕ = 360 rotation: R e u 360 /2ψ(v) = e u 180 ψ(v) = ψ(v). Electrons can tell if they have been rotated 360 degrees!