Quaternionic analysis

The projections of a quaternion onto its scalar part or onto its vector part, as well as the modulus and versor functions, are examples that are basic to understanding quaternion structure.

An important example of a function of a quaternion variable is

${\displaystyle f_{1}(q)=uqu^{-1}}$

which rotates the vector part of q by twice the angle represented by u.

The quaternion multiplicative inverse ${\displaystyle f_{2}(q)=q^{-1}}$ is another fundamental function, but as with other number systems, ${\displaystyle f_{2}(0)}$ and related problems are generally discluded due to the nature of dividing by zero.

Affine transformations of quaternions have the form

${\displaystyle f_{3}(q)=aq+b,\quad a,b,q\in \mathbb {H} .}$

Linear fractional transformations of quaternions can be represented by elements of the matrix ring ${\displaystyle M_{2}(\mathbb {H} )}$ operating on the projective line over ${\displaystyle \mathbb {H} }$. For instance, the mappings ${\displaystyle q\mapsto uqv,}$ where ${\displaystyle u}$ and ${\displaystyle v}$ are fixed versors serve to produce the motions of elliptic space.

Quaternion variable theory differs in some respects from complex variable theory. For example: The complex conjugate mapping of the complex plane is a central tool but requires the introduction of a non-arithmetic, non-analytic operation. Indeed, conjugation changes the orientation of plane figures, something that arithmetic functions do not change.

In contrast to the complex conjugate, the quaternion conjugation can be expressed arithmetically, as ${\displaystyle f_{4}(q)=-{\tfrac {1}{2}}(q+iqi+jqj+kqk)}$

This equation can be proven, starting with the basis {1, i, j, k}:

${\displaystyle f_{4}(1)=-{\tfrac {1}{2}}(1-1-1-1)=1,\quad f_{4}(i)=-{\tfrac {1}{2}}(i-i+i+i)=-i,\quad f_{4}(j)=-j,\quad f_{4}(k)=-k}$.

Consequently, since ${\displaystyle f_{4}}$ is linear,

${\displaystyle f_{4}(q)=f_{4}(w+xi+yj+zk)=wf_{4}(1)+xf_{4}(i)+yf_{4}(j)+zf_{4}(k)=w-xi-yj-zk=q^{*}.}$

The success of complex analysis in providing a rich family of holomorphic functions for scientific work has engaged some workers in efforts to extend the planar theory, based on complex numbers, to a 4-space study with functions of a quaternion variable.[1] These efforts were summarized in Deavours (1973).[lower-alpha 1]

Though ${\displaystyle \mathbb {H} }$ appears as a union of complex planes, the following proposition shows that extending complex functions requires special care:

Let ${\displaystyle f_{5}(z)=u(x,y)+iv(x,y)}$ be a function of a complex variable, ${\displaystyle z=x+iy}$. Suppose also that ${\displaystyle u}$ is an even function of ${\displaystyle y}$ and that ${\displaystyle v}$ is an odd function of ${\displaystyle y}$. Then ${\displaystyle f_{5}(q)=u(x,y)+rv(x,y)}$ is an extension of ${\displaystyle f_{5}}$ to a quaternion variable ${\displaystyle q=x+yr}$ where ${\displaystyle r^{2}=-1}$ and ${\displaystyle r\in \mathbb {H} }$. Then, let ${\displaystyle r^{*}}$ represent the conjugate of ${\displaystyle r}$, so that ${\displaystyle q=x-yr^{*}}$. The extension to ${\displaystyle \mathbb {H} }$ will be complete when it is shown that ${\displaystyle f_{5}(q)=f_{5}(x-yr^{*})}$. Indeed, by hypothesis

${\displaystyle u(x,y)=u(x,-y),\quad v(x,y)=-v(x,-y)\quad }$ one obtains

${\displaystyle f_{5}(x-yr^{*})=u(x,-y)+r^{*}v(x,-y)=u(x,y)+rv(x,y)=f_{5}(q).}$

In the following, colons and square brackets are used to denote homogeneous vectors.

The rotation about axis r is a classical application of quaternions to space mapping.[2] In terms of a homography, the rotation is expressed

${\displaystyle [q:1]{\begin{pmatrix}u&0\\0&u\end{pmatrix}}=[qu:u]\thicksim [u^{-1}qu:1],}$

where ${\displaystyle u=\exp(\theta r)=\cos \theta +r\sin \theta }$ is a versor. If p * = −p, then the translation ${\displaystyle q\mapsto q+p}$ is expressed by

${\displaystyle [q:1]{\begin{pmatrix}1&0\\p&1\end{pmatrix}}=[q+p:1].}$

Rotation and translation xr along the axis of rotation is given by

${\displaystyle [q:1]{\begin{pmatrix}u&0\\uxr&u\end{pmatrix}}=[qu+uxr:u]\thicksim [u^{-1}qu+xr:1].}$

Such a mapping is called a screw displacement. In classical kinematics, Chasles' theorem states that any rigid body motion can be displayed as a screw displacement. Just as the representation of a Euclidean plane isometry as a rotation is a matter of complex number arithmetic, so Chasles' theorem, and the screw axis required, is a matter of quaternion arithmetic with homographies: Let s be a right versor, or square root of minus one, perpendicular to r, with t = rs.

Consider the axis passing through s and parallel to r. Rotation about it is expressed[3] by the homography composition

${\displaystyle {\begin{pmatrix}1&0\\-s&1\end{pmatrix}}{\begin{pmatrix}u&0\\0&u\end{pmatrix}}{\begin{pmatrix}1&0\\s&1\end{pmatrix}}={\begin{pmatrix}u&0\\z&u\end{pmatrix}},}$

where ${\displaystyle z=us-su=\sin \theta (rs-sr)=2t\sin \theta .}$

Now in the (s,t)-plane the parameter θ traces out a circle ${\displaystyle u^{-1}z=u^{-1}(2t\sin \theta )=2\sin \theta (t\cos \theta -s\sin \theta )}$ in the half-plane ${\displaystyle \lbrace wt+xs:x>0\rbrace .}$

Any p in this half-plane lies on a ray from the origin through the circle ${\displaystyle \lbrace u^{-1}z:0<\theta <\pi \rbrace }$ and can be written ${\displaystyle p=au^{-1}z,\ \ a>0.}$

Then up = az, with ${\displaystyle {\begin{pmatrix}u&0\\az&u\end{pmatrix}}}$ as the homography expressing conjugation of a rotation by a translation p.

Since the time of Hamilton, it has been realized that requiring the independence of the derivative from the path that a differential follows toward zero is too restrictive: it excludes even ${\displaystyle f(q)=q^{2}}$ from differentiation. Therefore, a direction-dependent derivative is necessary for functions of a quaternion variable.[4][5] Considering of the increment of polynomial function of quaternionic argument shows that the increment is linear map of increment of the argument. From this, a definition can be made:

Continuous map ${\displaystyle f:\mathbb {H} \rightarrow \mathbb {H} }$ is called differentiable on the set ${\displaystyle U\subset \mathbb {H} }$, if, at every point ${\displaystyle x\in U}$, the increment of the map ${\displaystyle f}$ can be represented as

${\displaystyle f(x+h)-f(x)={\frac {df(x)}{dx}}\circ h+o(h)}$

where

${\displaystyle {\frac {df(x)}{dx}}:\mathbb {H} \rightarrow \mathbb {H} }$

is linear map of quaternion algebra ${\displaystyle \mathbb {H} }$ and ${\displaystyle o:\mathbb {H} \rightarrow \mathbb {H} }$ is such continuous map that

${\displaystyle \lim _{a\rightarrow 0}{\frac {|o(a)|}{|a|}}=0}$

Linear map ${\displaystyle {\frac {df(x)}{dx}}}$ is called derivative of the map ${\displaystyle f}$.

On the quaternions, the derivative may be expressed as

${\displaystyle {\frac {df(x)}{dx}}=\sum _{s}{\frac {d_{s0}f(x)}{dx}}\otimes {\frac {d_{s1}f(x)}{dx}}}$

Therefore, the differential of the map ${\displaystyle f}$ may be expressed as follows with brackets on either side.

${\displaystyle {\frac {df(x)}{dx}}\circ dx=\left(\sum _{s}{\frac {d_{s0}f(x)}{dx}}\otimes {\frac {d_{s1}f(x)}{dx}}\right)\circ dx=\sum _{s}{\frac {d_{s0}f(x)}{dx}}dx{\frac {d_{s1}f(x)}{dx}}}$

The number of terms in the sum will depend on the function f. The expressions ${\displaystyle {\frac {d_{sp}df(x)}{dx}},p=0,1}$ are called components of derivative.

The derivative of a quaternionic function holds the following equalities

${\displaystyle {\frac {df(x)}{dx}}\circ h=\lim _{t\to 0}(t^{-1}(f(x+th)-f(x)))}$

${\displaystyle {\frac {d(f(x)+g(x))}{dx}}={\frac {df(x)}{dx}}+{\frac {dg(x)}{dx}}}$

${\displaystyle {\frac {df(x)g(x)}{dx}}={\frac {df(x)}{dx}}\ g(x)+f(x)\ {\frac {dg(x)}{dx}}}$

${\displaystyle {\frac {df(x)g(x)}{dx}}\circ h=\left({\frac {df(x)}{dx}}\circ h\right)\ g(x)+f(x)\left({\frac {dg(x)}{dx}}\circ h\right)}$

${\displaystyle {\frac {daf(x)b}{dx}}=a\ {\frac {df(x)}{dx}}\ b}$

${\displaystyle {\frac {daf(x)b}{dx}}\circ h=a\left({\frac {df(x)}{dx}}\circ h\right)b}$

For the function f(x) = axb, the derivative is

${\displaystyle {\frac {daxb}{dx}}=a\otimes b}$

${\displaystyle dy={\frac {daxb}{dx}}\circ dx=a\,dx\,b}$

and so the components are:

${\displaystyle {\frac {d_{10}axb}{dx}}=a}$

${\displaystyle {\frac {d_{11}axb}{dx}}=b}$

Similarly, for the function f(x) = x², the derivative is

${\displaystyle {\frac {dx^{2}}{dx}}=x\otimes 1+1\otimes x}$

${\displaystyle dy={\frac {dx^{2}}{dx}}\circ dx=x\,dx+dx\,x}$

and the components are:

${\displaystyle {\frac {d_{10}x^{2}}{dx}}=x}$		${\displaystyle {\frac {d_{11}x^{2}}{dx}}=1}$
${\displaystyle {\frac {d_{20}x^{2}}{dx}}=1}$		${\displaystyle {\frac {d_{21}x^{2}}{dx}}=x}$

Finally, for the function f(x) = x⁻¹, the derivative is

${\displaystyle {\frac {dx^{-1}}{dx}}=-x^{-1}\otimes x^{-1}}$

${\displaystyle dy={\frac {dx^{-1}}{dx}}\circ dx=-x^{-1}dx\,x^{-1}}$

and the components are:

${\displaystyle {\frac {d_{10}x^{-1}}{dx}}=-x^{-1}}$

${\displaystyle {\frac {d_{11}x^{-1}}{dx}}=x^{-1}}$

• Cayley transform

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