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Research Article

On quadratic Gauss sums and variations thereof

& | (Reviewing Editor)
Article: 1021187 | Received 23 Oct 2014, Accepted 05 Feb 2015, Published online: 24 Mar 2015

Abstract

A number of new terminating series involving sin(n2/k) and cos(n2/k) 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.

AMS Subject Classifications:

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 kN,{a,b,s}R, we evaluated a family of related integrals of the form(2.1) 0vs(v2+1)s/2sin(av2)cossarctan1/vcosh(av)-cos(av2)sinsarctan1/vsinh(av)coshπ(2k-1)vdv=(-1)k+122s2k-12s+1n=1k-1(-1)n2k-12-2n2ssina2k-12-2n242k-12-12(-1)ksin(a/4)2k-1(2.1)

where 4a(2k-1)π, and, for particular choices of s, this family of integrals (Glasser & Milgram, Citation2014, Equations 3.28, 3.34, 3.46 with s=0 and bia and 3.37 and 3.41 combined) gives rise (respectively) to the following particular results:(2.2) 0cosav2sinh2avsinhkπvdv=(-1)k+1kn=1k-1(-1)nsinak2-n2k2+(-1)k+1sin(a)2k(2.2) (2.3) 0eiav2cosh(av)cosh((2k-1)πv)dv=(-1)(k+1)exp(ia/4)2k-112+n=1k-1(-1)nexp-ian2(2k-1)2(2.3) (2.4) 0eiav2sinh(av)sinh2πkvdv=i4k(-1)kexp(ia/4)n=1-kk(-1)nexp-ian24k2(2.4) (2.5) 0eiav2coshπ(2k-1)vcosh(av)cosh(2πb)+cosh2πv(2k-1)dv=-14(2k-1)cosh(πb)n=12k-1(-1)ncosh(Xn)eiAn(2.5)

where(2.6) An=a(4b2-4n2+1+8kn-4k)4(2k-1)2(2.6)

and(2.7) Xn=2ab(-n+k)(2k-1)2(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) 0sinav2dv=0cosav2dv=1/42πa,a>0(3.1)

In (2.2), we evaluate the limit a=kπ/2, and, after setting k2k, we eventually arrive at(3.2) n=12k(-1)nsinπn24k=(-1)kk2(3.2)

after setting k2k-1, we find(3.3) n=12k-2(-1)ncosπn222k-1=-(-1)k2k-12-12(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 a=(2k-1)π and a=2kπ, respectively, and, by comparing real and imaginary parts, eventually arrive at(3.4) n=12k(-1)ncosπn24k=-1+(-1)k+2k(-1)k2(3.4)

and(3.5) n=12k-1(-1)nsinπn222k-1=(-1)k1+2k-12(3.5)

All of these are believed to be new.

By setting s=0,a=(2k-1)π/4 in (2.1) we obtain companions to the above:(3.6) n=12k-1(-1)ncosπn24k-1+sinπn24k-1=-12+12(-1)k4k-1(3.6)

after setting k2k, and(3.7) n=12k-2(-1)ncosπn24k-3-sinπn24k-3=-12-12(-1)k4k-3(3.7)

after setting k2k-1.

If a=(2k-1)π in Equation 2.3, after setting k2k we find(3.8) n=12k-1(-1)ncosπn24k-1-sinπn24k-1=-12-(-1)k4k-12(3.8)

and, after setting k2k-1 we obtain(3.9) n=12k-2(-1)ncosπn24k-3+sinπn24k-3=-12-(-1)k4k-32(3.9)

Adding and subtracting Equations 3.6 and 3.8 gives(3.10) n=12k-1(-1)ncosπn24k-1=-1/2(3.10)

and(3.11) n=12k-1(-1)nsinπn24k-1=12(-1)k4k-1(3.11)

while performing the same operations on Equations 3.7 and 3.9 yields(3.12) n=12k-2(-1)ncosπn24k-3=-12-(-1)k4k-32(3.12)

and(3.13) n=12k-2(-1)nsinπn24k-3=0(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) n=14k-1(-1)ncosπn24k-1=0(3.14) (3.15) n=14k-1(-1)nsinπn24k-1=(-1)k4k-1(3.15) (3.16) n=14k-3(-1)ncosπn24k-3=-(-1)k4k-3(3.16) (3.17) n=14k-3(-1)nsinπn24k-3=0(3.17)

3.2. Variations

An interesting finite sum identity/equality arises from (2.5). Set b=0,a=(2k-1)π in the real and imaginary parts to discover(3.18) n=12k-1(-1)nsinπ2n-1-2n-1+4k4(2k-1)=n=12k-1(-1)ncosπ2n-1-2n-1+4k42k-1=-k-12(3.18)

By removing odd multiples of π/2 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) n=12k-1sin14π2n-122k-1=n=12k-1cos14π2n-122k-1=k-12(3.19)

The fact that the arguments of both the sine and cosine terms are fractional multiples of π/4 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) n=1ksin2πn2k=k21+coskπ/2-sinkπ/2(3.20)

and(3.21) n=1kcos2πn2k=k21+coskπ/2+sinkπ/2(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) n=12k-1(-1)ncosπ-2n2+4kn-k22k-1=0(3.22)

which can alternatively be rewritten as(3.23) n=-2k2k(-1)nsinπn24k+1=n=1-2k2k-1(-1)ncosπn24k-1=0(3.23)

and(3.24) n=12k-1(-1)nsinπ(-2n2+4kn-k)2(2k-1)=-2k-1(3.24)

which is equivalent to(3.25) n=-2k2k(-1)ncosπn24k+1=(-1)k4k+1(3.25)

or, in a different form,(3.26) n=1-2k2k-1(-1)nsinπn24k-1=(-1)k4k-1(3.26)

Similarly, Equation 3.19 can be rewritten as(3.27) n=-2k2ksinπ(2n+1)24(4k+1)=n=-2k2kcosπ(2n+1)24(4k+1)=8k+22(3.27)

All of these are reminiscent of special values of a truncated Jacobi theta function(3.28) θL(z,τ)n=-LLe(iπ(n2τ+2nz))=n=-LLcosπn2τ+2nz+isinπn2τ+2nz(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) n=0ksinπn2k-n=1ksinπ(2n-1)24k=(-1)k2k2(3.29)

and(3.30) n=1kcosπn2k-n=1kcosπ(2n-1)24k=-12+(-1)k(1+2k)2(3.30)

Employing the method outlined in the Appendix, and using Equation 4.13 (see next section below) we find(3.31) n=0ksinπn2k=2k1+(-1)k4(3.31)

and(3.32) n=1kcosπn2k=2k/2if k is even-1if k is odd(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) n=1ksinπ2n-124k=n=1kcosπ2n-124k=-2k(-1)k-14(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 π from the arguments of the corresponding trigonometric functions—see the Appendix for a sample proof) that Equation 3.2 generalizes to(4.1) n=14kp(-1)nsinπn24k=p(-1)k2k(4.1)

Equation 3.5 generalizes to(4.2) n=12(2k-1)p(-1)nsinπn222k-1=(-1)kp2k-1(4.2)

Equation 3.15 generalizes to(4.3) n=1(4k-1)p(-1)nsinπn24k-1=(-1)kp4k-1(4.3)

and (3.17) generalizes to(4.4) n=1(4k-3)p(-1)nsinπn24k-3=0(4.4)

Similar properties also hold for the alternating cosine sums. Equation 3.3 generalizes to(4.5) n=12(2k-1)p(-1)ncosπn222k-1=-(-1)kp2k-1(4.5)

Equation 3.4 generalizes to(4.6) n=14kp(-1)ncosπn24k=p(-1)k2k(4.6)

the variation Equation 3.14 generalizes to(4.7) n=14k-1p-1ncosπn24k-1=0(4.7)

and Equation 3.16 generalizes to(4.8) n=14k-3p(-1)ncosπn24k-3=-(-1)kp4k-3(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) n=12k-1cosπn22(2k-1)=2k-12-12(4.9)

and the following, needed for the proof of Equation 4.16 is a companion to Equation 3.4(4.10) n=12kcosπn24k=2k+(-1)k-12(4.10)

Further, based on Equations 3.3 and 3.20 with k4(2k-1) followed by a lengthy series of reductions of the upper limit, we have(4.11) n=12k-1sinπn222k-1=2k-12-(-1)k2(4.11)

Further, Equation 3.19 generalizes to(4.12) n=1p2k-1sinπ2n-1242k-1=p4k-22(4.12)

and Equation 3.29 generalizes to(4.13) n=1pksin2πn2k=12pk1+coskπ2-sinkπ2(4.13)

Equation 3.2 generalizes to(4.14) n=12pk(-1)nsinπn24k=p(-1)kk/2(4.14)

Equation 3.3 generalizes to(4.15) n=1p2k-1(-1)ncosπn222k-1=-1-(-1)p4-(-1)kp2k-12(4.15)

Equation 3.4 generalizes to(4.16) n=12pk(-1)ncosπn24k=p(-1)k2k2-1-(-1)pk2(4.16)

Equation 3.5 generalizes to(4.17) n=1p2k-1(-1)nsinπn222k-1=(-1)k1+2p2k-1-(-1)p4(4.17)

Along with the above, we have also found(4.18) n=1p4k-1-2k(-1)ncosπn24k-1=-12(4.18) (4.19) n=1p4k-3-2k+1(-1)ncosπn24k-3=-12-(-1)k4k-3p-12(4.19)

and(4.20) n=1p(4k-1)-2k(-1)nsinπn24k-1=(-1)kp-124k-1(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 j,k,m,pN by(5.1) Gp(j;k;θ)=n=1kpexp2iπjn2k+2πiθn(5.1)

and write the (classical) “Gauss Quadratic Sums” as(5.2) G1(j;k;0)=n=1kcos2πjn2k+in=1ksin2πjn2k(5.2)

Consistent with this notation, we define the “Extended Alternating Gauss Quadratic Sum” by(5.3) GpA(j;k)n=1pk(-1)nexpiπjn2k=Gp/2(j;2k;1/2)(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) G1(1;k;0)=12k(1+i)1+exp(-iπk/2)(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) GpA(1;k)=n=1pk(-1)nexpiπn2k=pkexpiπ(1/4+k/4-mod(k,4)/4)(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) n=1pkexpiπ(2n-1)24k=(1+i)p2k(1-(-1)k)/4(5.6)

which could be compared to the known result (Armitage & Rogers,Citation2000, Equation 49.)(5.7) n=02k-1expiπn-m22k=2ki(5.7)

write Equation 5.7 in the form of Equation 5.6 by setting kk/2,m=1/2 and noting that the result is formally only valid (if it is technically valid at all) for k even suggests that(5.8) n=0k-1expiπ(n-1/2)2k=ik(5.8)

which surprisingly reduces to Equation 5.6 for odd values of k when p=1, 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) Gp/21;2k;-12k=n=1pkexpiπn2-nk=14(1+i)exp-iπ/(4k)p2k1--1k(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) n=0p(k-1)expiπ(n2-n)k=p4(1+i)exp(-iπ/4k)2k(1-(-1)k)+1-(-1)p2k+pn=1pexpiπn(n-1)k(5.10)

We emphasize that Equation 5.10 is valid for all positive integers pk and thereby generalizes the (ought-to-be) known result(5.11) n=0k-1expiπn2-nk=121+iexp-iπ4k2k(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) jn=0k-1expiπjn2+nmk=kexpiπjk-m24jkn=0j-1exp-iπn2k+nmj(5.12)

to the left-hand side of Equation 5.11, with the caveat that Equation 5.12 is only valid when jk+m is even. Utilizing the freedom to choose p leads to further interesting results. For example, let ppk in Equation 5.10 and, with reference to Equation 5.9, obtain(5.13) n=0pk(k-1)expiπ(n2-n)k=1+14p(1+i)exp-iπ4k2kk-11-(-1)k(5.13)

Alternatively, let pp(k-1) to obtain(5.14) n=0p(k-1)2expiπn(n-1)k=1+n=1pexpiπn(n-1)k+14(1+i)(k-2)p2kexp-iπ4k1-(-1)k(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).

Additional information

Funding

This work was partially performed while Prof Glasser was a visitor at the Physics Department, Universidad de Valladolid. Dr Milgram’s unfunded contribution to this work is tolerated by Geometrics Unlimited, Ltd. There are no grants involved in either case.

References

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) n=1p(4k-1)(-1)nsinπn24k-1=(-1)kp4k-1(A.1)

The case p=1 is known to be true from (3.15). Set p=2 in (A1) giving(A.2) n=18k-2(-1)nsinπn24k-1=2(-1)k4k-1(A.2)

Splitting the sum into two parts gives(A.3) n=14k-1(-1)nsinπn24k-1+n=4k8k-2(-1)nsinπn24k-1=2(-1)k4k-1(A.3)

and shifting the summation indices of the second sum, yields(A.4) n=14k-1(-1)nsinπn24k-1+n=14k-1(-1)(n+4k-1)sinπ(n+4k-1)24k-1=2(-1)k4k-1(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) (-1)k4k-1+n=14k-1(-1)(n-1)sinπn24k-1+2n+4k-1=2(-1)k4k-1(A.5)

and after removing integral multiples of π find(A.6) (-1)k4k-1+n=14k-1(-1)nsinπn24k-1=2-1k4k-1(A.6)

yielding the requisite identity because of (3.15). Therefore, (A1) is true for p=1 and p=2.

Assuming (A1) for any p, let pp+1, giving(A.7) n=1(p+1)(4k-1)(-1)nsinπn24k-1=(-1)k(p+1)4k-1(A.7)

split the summation into two parts as follows(A.8) n=1p(4k-1)(-1)nsinπn24k-1+n=p(4k-1)(p+1)(4k-1)(-1)nsin(πn24k-1)=(-1)k(p+1)4k-1(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) (-1)kp4k-1-(-1)pn=04k-1(-1)(n+1)sinπn24k-1+2np+p2=(-1)k(p+1)4k-1(A.9)

Now, remove integral multiples of π from the argument of the sine function, leaving(A.10) (-1)kp4k-1+(-1)(p+p2)n=14k-1(-1)nsinπn24k-1=(-1)k(p+1)4k-1(A.10)

which reduces to an identity because of (A1) and the fact that(A.11) (-1)p+p2=1(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.