PrepShorts · Study sheet · Class 11 Mathematics · Chapter 4, Complex Numbers and Quadratic Equations
Chapter 4 · Complex Numbers and Quadratic Equations
Reading the plane: real axis, imaginary axis, and a mirror image for the conjugate
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Two plus four i and the point two-across-four-up are not just similar. Plot forty-nine numbers by coordinates and every one lands on its own point, nothing lost.
The idea
The picture is not an illustration of the algebra; it is the algebra. A complex number is two real numbers in a fixed order, a point of the coordinate plane is two real numbers in a fixed order, and the match runs both ways with nothing left over — which is why the correspondence is allowed to carry meaning rather than just being suggestive. Once it is in place two definitions stop being formulas: the modulus becomes the distance from the origin, because the distance formula and the modulus formula are the same sum of two squares, and the conjugate becomes a reflection across the horizontal axis, because flipping the sign of the second part is exactly what a reflection does to a coordinate pair.
What you should be able to do
- Convert a complex number into a coordinate pair and back
- Plot given complex numbers as points and read given points back as numbers
- Name the plane in which this is done, using both names the chapter prints
- Explain why the modulus of a number equals the distance of the corresponding point from the origin, rather than merely asserting it
- Identify which complex numbers correspond to points on each of the two axes, and name those axes
- Locate the point matching the conjugate of a given number, and state the relationship between the two points
- Say precisely where this section of the book stops
Words to know
| Term | Definition in one line | First introduced |
|---|---|---|
| Argand plane | the coordinate plane once a complex number has been attached to each of its points | printed in this chapter, §4.5, p. 83 |
| complex plane | the chapter's other name for the same object | printed in this chapter, §4.5, p. 83 |
| real axis | the horizontal axis, carrying exactly the numbers whose imaginary part is zero | printed in this chapter, §4.5, p. 84 |
| imaginary axis | the vertical axis, carrying exactly the numbers whose real part is zero | printed in this chapter, §4.5, p. 84 |
| ordered pair | two real numbers written in a fixed order, which is what a point and a complex number both are | printed in this chapter, §4.5, p. 83 |
| origin | the point where the two axes meet, matching the complex number zero | printed in this chapter, §4.5, p. 84 |
| mirror image | the relation between the point of a number and the point of its conjugate | printed in this chapter, §4.5, p. 84 |
| polar representation | a description of a point by a distance and a turning, named in the §4.5 heading | named in the §4.5 heading on p. 83 but not developed anywhere in this chapter — see the notes below |
Where people slip up
- "The Argand plane is a special new plane, different from the coordinate plane used in geometry." It is the same plane. What is new is that each point now has a complex number attached to it.
- "Points on the vertical axis are not really numbers." They are complex numbers whose first part is zero, and the coordinate measured along that axis is an ordinary real number. The axis is named for the part it carries, not for the kind of quantity marked on it.
- "The conjugate reflects across the vertical axis." It reflects across the horizontal one. The sign that changes is the one attached to i, which is the vertical coordinate, so the point moves vertically and the horizontal coordinate is untouched.
- "Every complex number sits off both axes." The chapter's own six points include one on each axis. Those are the cases where one part vanishes.
- "A number and its conjugate are always different points." Not when the second part is zero. The real numbers are exactly the points the reflection leaves where they are.
- "The modulus formula is a coincidence that happens to look like the distance formula." They are the same formula. The correspondence is what makes them so.
- "The section will give me the polar form, because the heading says so." It will not. See the last section and the notes below.
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Worked answers: Exercise 4.1 · Miscellaneous Exercise
Transcript1,920 words
A complex number is two real numbers written in a fixed order. A point of the coordinate plane is two real numbers written in a fixed order. That is the whole observation, and everything here comes out of it. So attach each number to the point carrying the same two reals, and the plane acquires a complex number at every point. Read this way, the plane has two names: the complex plane, and the Argand plane.
It is not a new plane. It is the same one, with a number attached to each point. The picture that results is not an illustration of the algebra. It is the algebra, drawn. Which is a strong claim, so we are going to test it rather than admire it. Two definitions that arrived as formulas will turn into things you can see. The size of a number becomes a distance. The conjugate becomes a reflection.
But neither of those is free, and finding out what they cost is the point. First, the pairing itself has to be honest. Take forty-nine numbers, every combination of two parts from minus three to three, and the forty-nine points with the same coordinates. Two things must hold. No two different numbers may land on the same point. And every point must be able to say which number is there, and be right.
Both hold, with nothing left over. Zero collisions, zero points lost on the round trip. That matters because it is easy to write down a pairing that fails. Throw the second part away and send every number to the point with its first coordinate. Now two hundred and ninety-four pairs of different numbers collide, and not one of the forty-nine points can say which number is there. That is not a correspondence. It is a projection, and information has gone.
That difference is what lets the picture carry meaning rather than merely suggest it. Six numbers, placed. Two plus four i goes to the point two across, four up. Call it A. Minus two plus three i goes to minus two across, three up. That is B. Plain i goes to nought across, one up: C. And two, with no second part at all, goes to two across and nought up: D.
Minus five minus two i lands down and to the left, at E. One minus two i lands down and to the right, at F. Notice the last two of those six. C has an empty first part and sits on the vertical axis. D has an empty second part and sits on the horizontal one. Those two are not decoration. They are the cases the axes are named for, and we come back to both.
Now the first of the two claims. The size of a number is the distance of its point from the origin. Before proving that, notice what it needs. Along an axis, distance is easy: it is just a difference of two reals, and no formula is involved. Off the axes it is not, because neither coordinate matches, and that needs a rule. So the rule gets handed in rather than assumed. Three of them.
The first is the one this plane actually uses: square the two gaps and add. The second measures along the grid lines, as though you had to walk street corners. The third takes only the longer of the two gaps and ignores the shorter. On the point three across and four up, those three give twenty-five, forty-nine and sixteen. They are genuinely three different rules. But on the point three across and nought up, all three give nine. Along an axis they agree, because one gap is zero and there is nothing to disagree about.
With the first rule in hand, here is the claim. The squared distance of a point from the origin is the sum of the squares of its two coordinates. The squared size of a number is the sum of the squares of its two parts. Across all forty-nine numbers, those two quantities never once differ. But agreeing at forty-nine places is a demonstration, not a reason, and the reason is better.
Under the pairing, the coordinates of the point are the parts of the number. Not equal to them, not matching them: the same two reals. So the two expressions are not two formulas that happen to give the same answer. They are one expression, with different names written on the letters. That is what the correspondence buys you. Once the two pairs of reals are the same pair, any formula built out of them says the same thing on both sides.
So how much of that came from the picture, and how much from the rule? Take the rule away. Keep the same pairing, the same axes, the same numbers, and measure distance by street corners instead. Almost everything survives. The pairing still runs both ways. The two axes hold exactly the numbers they held before. The conjugate is still a mirror image. One thing breaks, and only one. The distance from the origin no longer matches the size.
And look at where it breaks. Of the forty-nine numbers, thirteen have an empty part, and at every one of those thirteen the two still agree. At the other thirty-six, both parts filled, the two disagree every time. The third rule breaks in exactly the same place, at the same thirty-six. So size being distance is not a fact about pictures. It is a fact about this plane and this rule, doing real work at every point off both axes.
Now the axes, and they are easier. A point sits on the horizontal axis when its up-coordinate is nought. Under the pairing, that coordinate is the second part of the number. So the numbers on the horizontal axis are exactly those with no second part. Exactly, in both directions: across all forty-nine, there is no number that sits there without an empty second part, and none with an empty second part that sits anywhere else.
Seven of the forty-nine qualify, and D is the one among our six. D is the number two, with nothing attached to i. It is an ordinary real number, and it has landed on the line where ordinary real numbers have always lived. Which is why that line gets called the real axis. The other axis is the mirror of that argument. A point sits on the vertical axis when its across-coordinate is nought, and that coordinate is the first part of the number.
So the vertical axis holds exactly the numbers with no first part. Again seven of the forty-nine, and again exactly, in both directions. C is ours: plain i, at nought across and one up. That line is called the imaginary axis, and the name misleads a little, so be careful. The coordinate measured up that axis is an ordinary real number. One, in C's case. What makes the axis imaginary is the part it carries, not the quantity marked along it.
One number is on both axes at once, and there is exactly one: nought, sitting at the origin, with both parts empty. The second claim. The conjugate is a reflection in the horizontal axis. Saying one point is the mirror image of another is a statement about a picture, so settle it in the picture's own terms, not by pointing at a minus sign. Three conditions. The line joining the two points must be vertical. Both must stand the same distance from the axis. And they must be on opposite sides of it.
Test all three, on the point of a number and the point of its conjugate, across all forty-nine. Every one passes. Not one failure. Take A, at two across and four up. Its conjugate is two minus four i, which sits two across and four down. Same first coordinate, so the join is vertical. Sixteen for the squared height in each case, so the distances match. And they are on opposite sides.
Ask the same three questions about the vertical axis instead, and forty-eight of the forty-nine fail. The reflection is in the horizontal axis and nowhere else. A reflection always leaves something where it is, and here that something is worth naming. Of the forty-nine, the mirror moves forty-two and leaves seven exactly where they were. Those seven are precisely the numbers with an empty second part. There is no other number the reflection fixes, and no number with an empty second part that it moves.
So the points the mirror leaves alone are exactly the points of the horizontal axis. Which is the same seven the previous scene counted. D is one of them. The conjugate of the number two is the number two, and its point does not move. That is worth holding onto, because it says the same thing twice over: a number is its own conjugate exactly when it is real, and exactly when it sits on the real axis.
The algebra and the picture are not agreeing here. They are the same statement. One question is still open. Why that pairing? Write down six, and put all six through the same five tests. The one we used. One that reads the second part upside down. One that reads the parts the other way round. One that adds them together for the first coordinate. One that is the right map with the wrong return trip. And the one that throws the second part away.
Test them on collisions, on the round trip, on distance against size, on the axes, and on the mirror. No single test turns down more than two of the six. Distance catches the shear and the projection, and lets the swap straight through, because a sum of two squares does not care which order the squares come in. The axis test catches the swap and the projection, and lets the shear through.
The mirror catches the swap and the shear, and passes the projection, because when everything collapses onto the axis every point is trivially its own reflection. And the one with the wrong return trip is caught by nothing but the round trip, because going forwards it is the correct map. Two of the six pass every test there is. So the picture does not pin the pairing down completely, and knowing how far it does is the difference between a proof and a habit.
Finally, put the six back on the axes and read off something that was there all along. Each of those six points has a distance from the origin, and we can get it without measuring. Square the parts and add. Twenty for A, thirteen for B, one for C, four for D, twenty-nine for E, five for F. So C is exactly one away, and D exactly two. A is the square root of twenty, which is two root five, because two root five squared is four times five.
Change the rule to street corners and those six become thirty-six, twenty-five, one, four, forty-nine and nine. Only two of the six are unchanged, and they are C and D, the two that sit on an axis. A number is two reals in order, a point is two reals in order, and the pairing lets a formula about one be read as a fact about the other. The size became a distance, and it cost one rule about the plane. The conjugate became a mirror, and it cost nothing at all.
Where this fits
Taken from the notes each video was made from, not from the reading order — these are the ideas this one rests on and the ones that later rest on it.
Builds on
- Splitting a number into two parts, and when two such numbers agreeClass 11 · Ch 4, Complex Numbers and Quadratic Equations
- Size and reflection: two quantities that turn algebra into geometryClass 11 · Ch 4, Complex Numbers and Quadratic Equations
Either side of this one
- Everyday constraints that fix a range rather than a valueClass 11 · Ch 5, Linear Inequalities