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Abstract
A number of new terminating series involving and
are presented and connected to Gauss quadratic sums. Several new closed forms of generic Gauss quadratic sums are obtained and previously known results are generalized.
Public Interest Statement
Scientists frequently need to add numbers up, and this paper presents a new way of determining the sum of a general collection of complicated things without doing any addition. Mathematicians always like to know that such things will work for any case that they may try, so when a new result is presented, it must be proven valid in a relatively rigorous manner. That is why this paper is somewhat longer than it needs to be—the new results must be proven, rather than simply stated.
1. Introduction
In a recent work (Glasser & Milgram, Citation2014), a number of new integrals were evaluated analytically, and in the process, we noted that the limiting case of some of those integrals reduced to simpler known forms that involved trigonometric series with quadratic dummy indices of summation. A reasonably thorough search of the literature indicates that such series are not very well tabulated—in fact only two were found in tables (Hansen, Citation1975)—those two corresponding to the real and imaginary part of Gauss quadratic sums, the series associated with classical number theory (Apostol, Citation1998), and, recently applied to quantum mechanics (Armitage & Rogers, Citation2000; Gheorghiu & Looi, Citation2010). Hardy and Littlewood (Citation1914), in their original work considered integrals that are similar to those considered here (see (2.1) below) but not in closed form; a comprehensive historical summary can be found in Berndt and Evans (Citation1981, Section 2.3)
In Section 2, we summarize the integrals upon which our results are based; all eight variations of alternating quadratic sums analogous to classical quadratic Gauss sums are developed in Section 3.1. These new sums are then connected to the classical sums (Section 3.2), and that relationship is used to find new closed forms for odd-indexed variants of the classical sums (Section 3.3), all of which are believed to be new. The upper summation limit of an interesting subset of these results is extended by the addition of a new parameter p (Section 4.1), and a template proof is provided in the Appendix. Miscellaneous results arising during our investigation are also listed (Section 4.2). The trigonometric forms of the results presented in the first four sections are finally rewritten in the canonical form of a generalized Gauss quadratic sum involving the roots of unity, again leading to new expressions, best described as alternating and extended Gauss quadratic sums (Section 5). It is recognized that many of the results derived here can be obtained by clever —and lengthy— manipulation (Chapman) of known results from number theory starting from the classical Gauss sum. This work provides a simple method of obtaining sums that are not listed in any of the tables or reference works usually consulted (e.g. Hansen, Citation1975), particularly motivated by the fact that number theoretic methods are not well known in other fields where such sums arise (Armitage & Rogers, Citation2000; Gheorghiu & Looi, Citation2010).
2. The basic integrals
In the previous work (Glasser & Milgram, Citation2014, Equation 3.33), with , we evaluated a family of related integrals of the form
(2.1)
(2.1)
where , and, for particular choices of s, this family of integrals (Glasser & Milgram, Citation2014, Equations 3.28, 3.34, 3.46 with s=0 and
and 3.37 and 3.41 combined) gives rise (respectively) to the following particular results:
(2.2)
(2.2)
(2.3)
(2.3)
(2.4)
(2.4)
(2.5)
(2.5)
where(2.6)
(2.6)
and(2.7)
(2.7)
3. Basic derivations
3.1. Alternating Gauss quadratic sums
All the main results in this section depend upon the following well-known result (Gradshteyn & Ryzhik, Citation1980, Equation 3.691) (see cover image)(3.1)
(3.1)
In (2.2), we evaluate the limit , and, after setting
, we eventually arrive at
(3.2)
(3.2)
after setting , we find
(3.3)
(3.3)
Both of these results may be characterized as Alternating Gauss Quadratic Sums for which we can find no references in the literature (e.g. Apostol, Citation1998). In Equations 2.3 and 2.4 let and
, respectively, and, by comparing real and imaginary parts, eventually arrive at
(3.4)
(3.4)
and(3.5)
(3.5)
All of these are believed to be new.
By setting in (2.1) we obtain companions to the above:
(3.6)
(3.6)
after setting , and
(3.7)
(3.7)
after setting .
If in Equation 2.3, after setting
we find
(3.8)
(3.8)
and, after setting we obtain
(3.9)
(3.9)
Adding and subtracting Equations 3.6 and 3.8 gives(3.10)
(3.10)
and(3.11)
(3.11)
while performing the same operations on Equations 3.7 and 3.9 yields(3.12)
(3.12)
and(3.13)
(3.13)
all of which, together with Equations 3.2–3.5 are believed to be new; note the fourfold modularity of these results, and the fact that Equations 3.10–3.13 can be also written, respectively, (and more conveniently)(3.14)
(3.14)
(3.15)
(3.15)
(3.16)
(3.16)
(3.17)
(3.17)
3.2. Variations
An interesting finite sum identity/equality arises from (2.5). Set in the real and imaginary parts to discover
(3.18)
(3.18)
By removing odd multiples of from the arguments of each of the above trigonometric functions, (3.18) can alternatively be written in the form of odd-indexed quadratic Gauss sums
(3.19)
(3.19)
The fact that the arguments of both the sine and cosine terms are fractional multiples of may explain the intriguing equality of these sine and cosine sums of equal argument, which also hints at the existence of some more general property. The only previously tabulated sums of this genre, corresponding to Gauss’ classical result for quadratic sums (Apostol, Citation1998, Equation 9.10(30), Berndt and Evans (Citation1981)) are to be found in the following tabular listing (Hansen, Citation1975, Equations 16.1.1 and 19.1.1):
(3.20)
(3.20)
and(3.21)
(3.21)
This will be discussed further in Section 5.
By adding and subtracting the above, and applying simple trigonometric identities, we also find(3.22)
(3.22)
which can alternatively be rewritten as(3.23)
(3.23)
and(3.24)
(3.24)
which is equivalent to(3.25)
(3.25)
or, in a different form,(3.26)
(3.26)
Similarly, Equation 3.19 can be rewritten as(3.27)
(3.27)
All of these are reminiscent of special values of a truncated Jacobi theta function(3.28)
(3.28)
also recognized as a generalized Gauss quadratic sum (Apostol, Citation1998, Theorem 9.16).
3.3. Odd indexed quadratic sums
Break Equations 3.2 and 3.3 into their even and odd parts to find(3.29)
(3.29)
and(3.30)
(3.30)
Employing the method outlined in the Appendix, and using Equation 4.13 (see next section below) we find(3.31)
(3.31)
and(3.32)
(3.32)
From Equations 3.31 and 3.32, the odd indexed quadratic sums appearing in Equations 3.29 and 3.30 eventually give(3.33)
(3.33)
a generalization of Equation 3.19. This is discussed further in Section 5.
4. Other results
4.1. Generalizations
Along the foregoing lines, we also note that some of the above may be generalized by extending the upper limit of summation. If p is a positive integer, it may be shown (by induction and removing all integral multiples of from the arguments of the corresponding trigonometric functions—see the Appendix for a sample proof) that Equation 3.2 generalizes to
(4.1)
(4.1)
Equation 3.5 generalizes to(4.2)
(4.2)
Equation 3.15 generalizes to(4.3)
(4.3)
and (3.17) generalizes to(4.4)
(4.4)
Similar properties also hold for the alternating cosine sums. Equation 3.3 generalizes to(4.5)
(4.5)
Equation 3.4 generalizes to(4.6)
(4.6)
the variation Equation 3.14 generalizes to(4.7)
(4.7)
and Equation 3.16 generalizes to(4.8)
(4.8)
4.2. Other miscellaneous results
Ancillary to proofs of the above, we obtained a number of miscellaneous results, all of which can be proven by using the methods outlined in the previous section with the help of the Appendix. To prove Equation 4.17 for p odd, the following companion to Equation 3.3 is needed(4.9)
(4.9)
and the following, needed for the proof of Equation 4.16 is a companion to Equation 3.4(4.10)
(4.10)
Further, based on Equations 3.3 and 3.20 with followed by a lengthy series of reductions of the upper limit, we have
(4.11)
(4.11)
Further, Equation 3.19 generalizes to(4.12)
(4.12)
and Equation 3.29 generalizes to(4.13)
(4.13)
Equation 3.2 generalizes to(4.14)
(4.14)
Equation 3.3 generalizes to(4.15)
(4.15)
Equation 3.4 generalizes to(4.16)
(4.16)
Equation 3.5 generalizes to(4.17)
(4.17)
Along with the above, we have also found(4.18)
(4.18)
(4.19)
(4.19)
and(4.20)
(4.20)
All of the above may be proven using the Appendix as a template.
5. Connection with Gauss quadratic sums
As usual, denote the “Extended Gauss Quadratic Sum” for by
(5.1)
(5.1)
and write the (classical) “Gauss Quadratic Sums” as(5.2)
(5.2)
Consistent with this notation, we define the “Extended Alternating Gauss Quadratic Sum” by(5.3)
(5.3)
Along with Gauss’ classical result, equivalent to Equations 3.20 and 3.21, (one of whose proofs involves contour integrals similar to the method used to obtain our results quoted in Section 2)(5.4)
(5.4)
the entire content of Section 4.1 can be newly summarized as a special case of Equation 5.3—in terms of four roots of unity—by(5.5)
(5.5)
As an extension to Equation 5.4, with reference to Equations 3.19, 3.33 and 4.12, we also obtain the following Generalized Odd-indexed Quadratic Gauss sum(5.6)
(5.6)
which could be compared to the known result (Armitage & Rogers,Citation2000, Equation 49.)(5.7)
(5.7)
write Equation 5.7 in the form of Equation 5.6 by setting and noting that the result is formally only valid (if it is technically valid at all) for k even suggests that
(5.8)
(5.8)
which surprisingly reduces to Equation 5.6 for odd values of k when , after correcting for the difference in the summation limits between the two results. Although interesting as a special limiting case of Equations 5.6, 5.8 is only correct when k is odd.
According to our notational definitions, an equivalent form of Equation 5.6 is(5.9)
(5.9)
the asymptotics of which have recently been revisited (Paris, Citation2014) without reference to the closed form Equation 5.9. An alternate (canonical) form of Equation 5.6 is(5.10)
(5.10)
We emphasize that Equation 5.10 is valid for all positive integers p, k and thereby generalizes the (ought-to-be) known result(5.11)
(5.11)
which is only valid for odd values of k. Since Equation 5.11 appears not to be well known, we note that it can be simply obtained by applying the generalized Landsberg–Schaar identity (Berndt & Evans, Citation1981, Equation 2.8)(5.12)
(5.12)
to the left-hand side of Equation 5.11, with the caveat that Equation 5.12 is only valid when is even. Utilizing the freedom to choose p leads to further interesting results. For example, let
in Equation 5.10 and, with reference to Equation 5.9, obtain
(5.13)
(5.13)
Alternatively, let to obtain
(5.14)
(5.14)
6. Cover image
Rendering of the integrand of the second term of Equation 3.1 of the text was created using the plot function of the Maple computer program. Somehow, it all adds up to a finite result. Source: Author.
Acknowledgements
We thank N.E. Frankel who drew our attention to Hardy and Littlewood (1914).
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References
- Apostol, T. M. (1998). Introduction to analytic number theory. New York, NY: Springer.
- Armitage, V., & Rogers, A. (2000). Gauss sums and quantum mechanics. Journal of Physics A: Mathematical and General, 33, 5993. Retrieved from http://arxiv.org/abs/quant-ph/0003107, .
- Berndt, B. C., & Evans, R. J. (1981). The determination of Gauss sums. Bulletin (New Series) of the American Mathematical Society, 5, 107–129.
- Chapman, R. (2014). Some classical Gauss sums (private communication). , Requiring several pages, Chapman obtains Equation 3.19 starting from Equation 5.4 using only classical number theoretic formulae.
- Gheorghiu, V., & Looi, S.Y. (2010). Construction of equally entangled bases in arbitrary dimensions via quadratic Gauss sums and graph states. Physical Review A, 81, 62341–62346. . Retrieved from http://link.aps.org/doi/10.1103/PhysRevA.81.062341, http://arxiv.org/abs/1004.1633, .
- Glasser, M. L., & Milgram, M. (2014). Master theorems for a family of integrals. Retrived from http://arxiv.org/pdf/1403.2281v2.pdf; Integral transforms and special functions. (2014, June 13), electronic eprint available from , .
- Gradshteyn, I. S., & Ryzhik, I. M. (1980). Table of integrals, series and products. New York, NY: Academic Press.
- Hansen, E. R. (1975). A table of series and products. Englewood Cliffs, NJ: Prentice Hall.
- Hardy, G. H., & Littlewood, J. E. (1914). Some problems of diophantine approximation. Acta Mathematica, 37, 193–238; also available in Collected papers of G. H. Hardy. Vol. 1, Oxford, 1966. Retrieved from https://archive.org/details/CollectedPapersOfG.H.Hardy-Volume1
- Paris, R. B. (2014). An asymptotic expansion for the generalized quadratic Gauss sum revisited. Retrived from http://arxiv.org/pdf/1403.7973v1.pdf
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Appendix 1
The following proof of Equation 4.3 is a template for the proof of all results presented in Sections 3.2 and 4. We proceed by induction with the claim(A.1)
(A.1)
The case is known to be true from (3.15). Set
in (A1) giving
(A.2)
(A.2)
Splitting the sum into two parts gives(A.3)
(A.3)
and shifting the summation indices of the second sum, yields(A.4)
(A.4)
Identify the first sum via (3.15), square the argument of the sine term and remove common factors in the second sum to obtain(A.5)
(A.5)
and after removing integral multiples of find
(A.6)
(A.6)
yielding the requisite identity because of (3.15). Therefore, (A1) is true for and
.
Assuming (A1) for any p, let , giving
(A.7)
(A.7)
split the summation into two parts as follows(A.8)
(A.8)
apply (A1) to the first term, shift the summation index of the second, expand and simplify as in the transition from (A4) to (A5) to obtain(A.9)
(A.9)
Now, remove integral multiples of from the argument of the sine function, leaving
(A.10)
(A.10)
which reduces to an identity because of (A1) and the fact that(A.11)
(A.11)
for all integers p. Hence by the usual logic of induction (A1) is true. QED. Note: In some proofs, it is expedient to reverse the order of summation.