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Section 0.10: Complex Numbers from Precalculus Prerequisites a.k.a. ‘Chapter 0’ by Carl Stitz, PhD, and Jeff Zeager, PhD, is available under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 license. © 2013, Carl Stitz. UMGC has modified this work and it is available under the original license.

126 Prerequisites

0.10 Complex Numbers

We conclude our Prerequisites chapter with a review the set of Complex Numbers. As you may recall, the complex numbers fill an algebraic gap left by the real numbers. There is no real number x with x 2 = �1, since for any real number x 2 � 0. However, we could formally extract square roots and write x = ±

p �1. We build the complex numbers by relabeling the quantity

p �1 as i ,

the unfortunately misnamed imaginary unit.1 The number i , while not a real number, is defined so that it plays along well with real numbers and acts very much like any other radical expression. For instance, 3(2i ) = 6i , 7i � 3i = 4i , (2 � 7i ) + (3 + 4i ) = 5 � 3i , and so forth. The key properties which distinguish i from the real numbers are listed below.

Definition 0.18. The imaginary unit i satisfies the two following properties:

1. i 2 = �1

2. If c is a real number with c � 0 then p �c = i

p c

Property 1 in Definition 0.18 establishes that i does act as a square root2 of �1, and property 2 establishes what we mean by the ‘principal square root’ of a negative real number. In property 2, it is important to remember the restriction on c. For example, it is perfectly acceptable to sayp �4 = i

p 4 = i (2) = 2i . However,

p

�(�4) 6= i p �4, otherwise, we’d get

2 = p

4 = p

�(�4) = i p �4 = i (2i ) = 2i 2 = 2(�1) = �2,

which is unacceptable. The moral of this story is that the general properties of radicals do not apply for even roots of negative quantities. With Definition 0.18 in place, we are now in position to define the complex numbers.

Definition 0.19. A complex number is a number of the form a + bi , where a and b are real numbers and i is the imaginary unit. The set of complex numbers is denoted C.

Complex numbers include things you’d normally expect, like 3 + 2i and 25 � i p

3. However, don’t forget that a or b could be zero, which means numbers like 3i and 6 are also complex numbers. In other words, don’t forget that the complex numbers include the real numbers,3 so 0 and ⇡ �

p 21

are both considered complex numbers. The arithmetic of complex numbers is as you would expect. The only things you need to remember are the two properties in Definition 0.18. The next example should help recall how these animals behave.

1Some Technical Mathematics textbooks label it ‘j ’. While it carries the adjective ‘imaginary’, these numbers have essential real-world implications. For example, every electronic device owes its existence to the study of ‘imaginary’ numbers.

2Note the use of the indefinite article ‘a’. Whatever beast is chosen to be i , �i is the other square root of �1. 3To use the language of Section 0.1.2, R ✓ C.

0.10 Complex Numbers 127

Example 0.10.1. Perform the indicated operations.

1. (1 � 2i ) � (3 + 4i ) 2. (1 � 2i )(3 + 4i ) 3. 1 � 2i 3 � 4i

4. p �3

p �12 5.

p

(�3)(�12) 6. (x � [1 + 2i ])(x � [1 � 2i ])

Solution.

1. As mentioned earlier, we treat expressions involving i as we would any other radical. We distribute and combine like terms:

(1 � 2i ) � (3 + 4i ) = 1 � 2i � 3 � 4i Distribute = �2 � 6i Gather like terms

Technically, we’d have to rewrite our answer �2 � 6i as (�2) + (�6)i to be (in the strictest sense) ‘in the form a + bi ’. That being said, even pedants have their limits, and we’ll consider �2 � 6i good enough.

2. Using the Distributive Property (a.k.a. F.O.I.L.), we get

(1 � 2i )(3 + 4i ) = (1)(3) + (1)(4i ) � (2i )(3) � (2i )(4i ) F.O.I.L. = 3 + 4i � 6i � 8i 2 = 3 � 2i � 8(�1) i 2 = �1 = 3 � 2i + 8 = 11 � 2i

3. How in the world are we supposed to simplify 1�2i3�4i ? Well, we deal with the denominator 3 � 4i as we would any other denominator containing two terms, one of which is a square root: we and multiply both numerator and denominator by 3 + 4i , the (complex) conjugate of 3 � 4i . Doing so produces

1 � 2i 3 � 4i

= (1 � 2i )(3 + 4i ) (3 � 4i )(3 + 4i )

Equivalent Fractions

= 3 + 4i � 6i � 8i 2

9 � 16i 2 F.O.I.L.

= 3 � 2i � 8(�1)

9 � 16(�1) i 2 = �1

= 11 � 2i

25

= 11 25

� 2 25

i

4. We use property 2 of Definition 0.18 first, then apply the rules of radicals applicable to real numbers to get

p �3

p �12 =

i p

3 ⌘⇣

i p

12 ⌘

= i 2 p

3 · 12 = � p

36 = �6.

128 Prerequisites

5. We adhere to the order of operations here and perform the multiplication before the radical to get

p

(�3)(�12) = p

36 = 6.

6. We can brute force multiply using the distributive property and see that

(x � [1 + 2i ])(x � [1 � 2i ]) = x 2 � x [1 � 2i ] � x [1 + 2i ] + [1 � 2i ][1 + 2i ] F.O.I.L. = x 2 � x + 2ix � x � 2ix + 1 � 2i + 2i � 4i 2 Distribute = x 2 � 2x + 1 � 4(�1) Gather like terms = x 2 � 2x + 5 i 2 = �1

This type of factoring will be revisited in Section 3.4.

In the previous example, we used the ‘conjugate’ idea from Section 0.9 to divide two complex numbers. More generally, the complex conjugate of a complex number a + bi is the number a � bi . The notation commonly used for complex conjugation is a ‘bar’: a + bi = a � bi . For example, 3 + 2i = 3 � 2i and 3 � 2i = 3 + 2i . To find 6, we note that 6 = 6 + 0i = 6 � 0i = 6, so 6 = 6. Similarly, 4i = �4i , since 4i = 0 + 4i = 0 � 4i = �4i . Note that 3 +

p 5 = 3 +

p 5, not 3 �

p 5, since

3 + p

5 = 3 + p

5 + 0i = 3 + p

5 � 0i = 3 + p

5. Here, the conjugation specified by the ‘bar’ notation involves reversing the sign before i =

p �1, not before

p 5. The properties of the conjugate are

summarized in the following theorem.

Theorem 0.12. Properties of the Complex Conjugate: Let z and w be complex numbers.

• z = z

• z + w = z + w

• zw = z w

• zn = (z)n, for any natural number n

• z is a real number if and only if z = z.

Essentially, Theorem 0.12 says that complex conjugation works well with addition, multiplication and powers. The proofs of these properties can best be achieved by writing out z = a + bi and w = c + di for real numbers a, b, c and d . Next, we compute the left and right sides of each equation and verify that they are the same. The proof of the first property is a very quick exercise.4 To prove the second property, we compare z + w with z + w . We have z + w = a + bi + c + di = a � bi + c � di . To find z + w , we first compute

z + w = (a + bi ) + (c + di ) = (a + c) + (b + d )i

so

z + w = (a + c) + (b + d )i = (a + c) � (b + d )i = a + c � bi � di = a � bi + c � di = z + w 4Trust us on this.

0.10 Complex Numbers 129

As such, we have established z + w = z + w . The proof for multiplication works similarly. The proof that the conjugate works well with powers can be viewed as a repeated application of the product rule, and is best proved using a technique called Mathematical Induction.5 The last property is a characterization of real numbers. If z is real, then z = a + 0i , so z = a � 0i = a = z. On the other hand, if z = z, then a + bi = a � bi which means b = �b so b = 0. Hence, z = a + 0i = a and is real.

We now return to the business of solving quadratic equations. Consider x 2 � 2x + 5 = 0. The discriminant b2 � 4ac = �16 is negative, so we know by Theorem 0.10 there are no real solutions, since the Quadratic Formula would involve the term

p �16. Complex numbers, however, are built

just for such situations, so we can go ahead and apply the Quadratic Formula to get:

x = �(�2) ±

p

(�2)2 � 4(1)(5) 2(1)

= 2 ±

p �16

2 =

2 ± 4i 2

= 1 ± 2i .

Example 0.10.2. Find the complex solutions to the following equations.6

1. 2x

x + 1 = x + 3 2. 2t

4 = 9t 2 + 5 3. z3 + 1 = 0

Solution.

1. Clearing fractions yields a quadratic equation so we then proceed as in Section 0.7.

2x x + 1

= x + 3

2x = (x + 3)(x + 1) Multiply by (x + 1) to clear denominators 2x = x 2 + x + 3x + 3 F.O.I.L. 2x = x 2 + 4x + 3 Gather like terms

0 = x 2 + 2x + 3 Subtract 2x

From here, we apply the Quadratic Formula

x = �2 ±

p

22 � 4(1)(3) 2(1)

Quadratic Formula

= �2 ±

p �8

2 Simplify

= �2 ± i

p 8

2 Definition of i

= �2 ± i 2

p 2

2 Product Rule for Radicals

= ◆ 2(�1 ± i

p 2)

◆2 Factor and reduce

= �1 ± i p

2

5See Section 9.3. 6Remember, all real numbers are complex numbers, so ‘complex solutions’ means both real and non-real answers.

130 Prerequisites

We get two answers: x = �1 + i p

2 and its conjugate x = �1 � i p

2. Checking both of these answers reviews all of the salient points about complex number arithmetic and is therefore strongly encouraged.

2. Since we have three terms, and the exponent on one term (‘4’ on t 4) is exactly twice the exponent on the other (‘2’ on t 2), we have a Quadratic in Disguise. We proceed accordingly.

2t 4 = 9t 2 + 5 2t 4 � 9t 2 � 5 = 0 Subtract 9t 2 and 5

(2t 2 + 1)(t 2 � 5) = 0 Factor 2t 2 + 1 = 0 or t 2 = 5 Zero Product Property

From 2t 2 + 1 = 0 we get 2t 2 = �1, or t 2 = � 12 . We extract square roots as follows:

t = ± r

� 1 2

= ±i r

1 2

= ±i p

1 p

2 = ±i

1 p

2 = ±

i p

2 2

,

where we have rationalized the denominator per convention. From t 2 = 5, we get t = ± p

5. In total, we have four complex solutions - two real: t = ±

p 5 and two non-real: t = ± i

p 2

2 .

3. To find the real solutions to z3 + 1 = 0, we can subtract the 1 from both sides and extract cube roots: z3 = �1, so z = 3

p �1 = �1. It turns out there are two more non-real complex

number solutions to this equation. To get at these, we factor:

z3 + 1 = 0 (z + 1)(z2 � z + 1) = 0 Factor (Sum of Two Cubes)

z + 1 = 0 or z2 � z + 1 = 0

From z + 1 = 0, we get our real solution z = �1. From z2 � z + 1 = 0, we apply the Quadratic Formula to get:

z = �(�1) ±

p

(�1)2 � 4(1)(1) 2(1)

= 1 ±

p �3

2 =

1 ± i p

3 2

Thus we get three solutions to z3 + 1 = 0 - one real: z = �1 and two non-real: z = 1±i p

3 2 . As

always, the reader is encouraged to test their algebraic mettle and check these solutions.

It is no coincidence that the non-real solutions to the equations in Example 0.10.2 appear in com- plex conjugate pairs. Any time we use the Quadratic Formula to solve an equation with real coef- ficients, the answers will form a complex conjugate pair owing to the ± in the Quadratic Formula. This leads us to a generalization of Theorem 0.10 which we state on the next page.

0.10 Complex Numbers 131

Theorem 0.13. Discriminant Theorem: Given a Quadratic Equation AX 2 + BX + C = 0, where A, B and C are real numbers, let D = B2 � 4AC be the discriminant.

• If D > 0, there are two distinct real number solutions to the equation.

• If D = 0, there is one (repeated) real number solution.

Note: ‘Repeated’ here comes from the fact that ‘both’ solutions �B±02A reduce to � B 2A .

• If D < 0, there are two non-real solutions which form a complex conjugate pair.

We will have much more to say about complex solutions to equations in Section 3.4 and we will revisit Theorem 0.13 then.

132 Prerequisites

0.10.1 Exercises

In Exercises 1 - 10, use the given complex numbers z and w to find and simplify the following.

• z + w • zw • z2

• 1 z

• z w

• w z

• z • zz • (z)2

1. z = 2 + 3i , w = 4i 2. z = 1 + i , w = �i

3. z = i , w = �1 + 2i 4. z = 4i , w = 2 � 2i

5. z = 3 � 5i , w = 2 + 7i 6. z = �5 + i , w = 4 + 2i

7. z = p

2 � i p

2, w = p

2 + i p

2 8. z = 1 � i p

3, w = �1 � i p

3

9. z = 1 2

+ p

3 2

i , w = � 1 2

+ p

3 2

i 10. z = � p

2 2

+ p

2 2

i , w = � p

2 2

� p

2 2

i

In Exercises 11 - 18, simplify the quantity.

11. p �49 12.

p �9 13.

p �25

p �4 14.

p

(�25)(�4)

15. p �9

p �16 16.

p

(�9)(�16) 17. p

�(�9) 18. � p

(�9)

We know that i 2 = �1 which means i 3 = i 2 · i = (�1) · i = �i and i 4 = i 2 · i 2 = (�1)(�1) = 1. In Exercises 19 - 26, use this information to simplify the given power of i .

19. i 5 20. i 6 21. i 7 22. i 8

23. i 15 24. i 26 25. i 117 26. i 304

In Exercises 27 - 35, find all complex solutions.

27. 3x 2 + 6 = 4x 28. 15t 2 + 2t + 5 = 3t (t 2 + 1) 29. 3y 2 + 4 = y 4

30. 2

1 � w = w 31.

y 3 �

3 y

= y 32. x 3

2x � 1 =

x 3

33. x = 2

p 5 � x

34. 5y 4 + 1 y 2 � 1

= 3y 2 35. z4 = 16

36. Multiply and simplify: ⇣

x � [3 � i p

23] ⌘⇣

x � [3 + i p

23] ⌘

0.10 Complex Numbers 133

0.10.2 Answers

1. For z = 2 + 3i and w = 4i

• z + w = 2 + 7i • zw = �12 + 8i • z2 = �5 + 12i

• 1z = 2 13 �

3 13 i •

z w =

3 4 �

1 2 i •

w z =

12 13 +

8 13 i

• z = 2 � 3i • zz = 13 • (z)2 = �5 � 12i

2. For z = 1 + i and w = �i

• z + w = 1 • zw = 1 � i • z2 = 2i

• 1z = 1 2 �

1 2 i •

z w = �1 + i •

w z = �

1 2 �

1 2 i

• z = 1 � i • zz = 2 • (z)2 = �2i

3. For z = i and w = �1 + 2i

• z + w = �1 + 3i • zw = �2 � i • z2 = �1

• 1z = �i • z w =

2 5 �

1 5 i •

w z = 2 + i

• z = �i • zz = 1 • (z)2 = �1

4. For z = 4i and w = 2 � 2i

• z + w = 2 + 2i • zw = 8 + 8i • z2 = �16

• 1z = � 1 4 i •

z w = �1 + i •

w z = �

1 2 �

1 2 i

• z = �4i • zz = 16 • (z)2 = �16

5. For z = 3 � 5i and w = 2 + 7i

• z + w = 5 + 2i • zw = 41 + 11i • z2 = �16 � 30i

• 1z = 3 34 +

5 34 i •

z w = �

29 53 �

31 53 i •

w z = �

29 34 +

31 34 i

• z = 3 + 5i • zz = 34 • (z)2 = �16 + 30i

134 Prerequisites

6. For z = �5 + i and w = 4 + 2i

• z + w = �1 + 3i • zw = �22 � 6i • z2 = 24 � 10i

• 1z = � 5

26 � 1

26 i • z w = �

9 10 +

7 10 i •

w z = �

9 13 �

7 13 i

• z = �5 � i • zz = 26 • (z)2 = 24 + 10i

7. For z = p

2 � i p

2 and w = p

2 + i p

2

• z + w = 2 p

2 • zw = 4 • z2 = �4i

• 1z = p

2 4 +

p 2

4 i • z w = �i •

w z = i

• z = p

2 + i p

2 • zz = 4 • (z)2 = 4i

8. For z = 1 � i p

3 and w = �1 � i p

3

• z + w = �2i p

3 • zw = �4 • z2 = �2 � 2i p

3

• 1z = 1 4 +

p 3

4 i • z w =

1 2 +

p 3

2 i • w z =

1 2 �

p 3

2 i

• z = 1 + i p

3 • zz = 4 • (z)2 = �2 + 2i p

3

9. For z = 12 + p

3 2 i and w = �

1 2 +

p 3

2 i

• z + w = i p

3 • zw = �1 • z2 = � 12 + p

3 2 i

• 1z = 1 2 �

p 3

2 i • z w =

1 2 �

p 3

2 i • w z =

1 2 +

p 3

2 i

• z = 12 � p

3 2 i • zz = 1 • (z)

2 = � 12 � p

3 2 i

10. For z = � p

2 2 +

p 2

2 i and w = � p

2 2 �

p 2

2 i

• z + w = � p

2 • zw = 1 • z2 = �i

• 1z = � p

2 2 �

p 2

2 i • z w = �i •

w z = i

• z = � p

2 2 �

p 2

2 i • zz = 1 • (z) 2 = i

11. 7i 12. 3i 13. �10 14. 10

0.10 Complex Numbers 135

15. �12 16. 12 17. 3 18. �3i

19. i 5 = i 4 · i = 1 · i = i 20. i 6 = i 4 · i 2 = 1 · (�1) = �1

21. i 7 = i 4 · i 3 = 1 · (�i ) = �i 22. i 8 = i 4 · i 4 = �

i 4 �2

= (1)2 = 1

23. i 15 = �

i 4 �3 · i 3 = 1 · (�i ) = �i 24. i 26 =

i 4 �6 · i 2 = 1 · (�1) = �1

25. i 117 = �

i 4 �29 · i = 1 · i = i 26. i 304 =

i 4 �76

= 176 = 1

27. x = 2 ± i

p 14

3 28. t = 5, ±

i p

3 3

29. y = ±2, ±i

30. w = 1 ± i

p 7

2 31. y = ±

3i p

2 2

32. x = 0, 1 ± i

p 2

3

33. x = p

5 ± i p

3 2

34. y = ±i , ± i p

2 2

35. z = ±2, ±2i

36. x 2 � 6x + 32