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Chapter 4 · Complex Numbers and Quadratic Equations

Splitting a number into two parts, and when two such numbers agree

Why the real numbers are not enough13 min

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13 min.

A complex number is not one quantity wearing a strange coat. It is two ordinary real numbers held in two slots, and almost every mistake made with this topic comes from forgetting that the second slot exists. Get that straight and one equation between complex expressions turns into two equations between ordinary unknowns - which is the most useful single move in the whole subject.

The idea

A complex number carries two independent real quantities, so asking whether two of them agree cannot be one question — it has to be two, one for each slot. The book states this as a definition, and a short argument shows that no other reading survives contact with the arithmetic that follows: once complex numbers can be subtracted and multiplied by the ordinary laws, with i² = −1, a number's two-part form is unique, so agreement in both slots is the only thing complex equality could have meant. Be careful about the direction of that claim — it does not derive p. 76's definition from p. 76 alone, since in the book's order that definition is already in force and subtraction and multiplication arrive only in §4.3. What it shows is that the definition is the one reading consistent with the rest of the chapter, which is a different and more honest thing than calling it a consequence of i² = −1. The consequence is the single most useful move in the chapter — one equation between complex expressions is worth two equations between real unknowns, which is exactly how Example 1 turns an unsolvable-looking statement into a pair of ordinary school-algebra equations.

What you should be able to do

  • Given a number in the form a + ib, state its real part and its imaginary part, and say that both are real numbers
  • Explain why the imaginary part is a real number and does not carry the symbol i
  • State the condition under which two complex numbers count as equal
  • Justify componentwise equality by an argument, not by citing the definition
  • Convert a single equation between complex expressions into two real equations by matching the parts
  • Solve the resulting pair of real equations, including cases where one unknown must be substituted into the second equation
  • Recognise, in a longer expression, which terms belong to the real slot and which to the imaginary slot before any simplification is attempted

Words to know

TermDefinition in one lineFirst introduced
real partthe first of the two real quantities in a + ib, written Re zprinted in this chapter, §4.2, p. 76
imaginary partthe second of the two real quantities in a + ib, written Im z — itself a real numberprinted in this chapter, §4.2, p. 76
equalof two complex numbers: agreeing in the first slot and agreeing in the secondprinted in this chapter, §4.2, p. 76
complex numbera quantity built from two reals in the form a + ibprinted in this chapter, §4.2, p. 76
simultaneouslysolving two conditions together rather than one after the otherprinted in this chapter, in the solution to Example 1, p. 77
componentwiseapplying a rule separately to each of the two slotsan added term; the chapter does the thing in §4.2 and §4.3.1 without naming it
slotinformal name for one of the two positions a real number can occupy in a + ibthe explanation's shorthand, not printed anywhere in this chapter
equating partsthe step of turning one complex equation into two real equationsan added phrasing; the move is performed in Example 1, p. 77

Where people slip up

  • "The imaginary part of 2 + i5 is 5i." It is 5. The symbol i is part of the notation for the form, not part of the value being named. Students who carry the i into Im z produce a complex-valued "part" and then cannot compare parts at all.
  • "Equality of complex numbers is just one equation, like for reals." It is two. Losing the second is how a solvable two-unknown problem silently becomes an underdetermined one.
  • "You can balance a shortfall in one part against a surplus in the other." The squaring argument in section 7 shows why not: it would require a real square to equal minus a real square.
  • "Re and Im can be read straight off any expression." Only off the standard form. In 3 + i(2 + i) the visible 3 is not the real part.
  • "Im z is somehow not a real number, because of the name." Both parts are real numbers. The name records the history of the notation, as the chapter's Historical Note on pp. 87–88 makes clear, not a property of the value.
Transcript1,903 words

Every ordinary number you have met can be pinned down with one piece of information. Say where it sits on the line, and you have said all there is to say. Two. Minus a half. Root three. One position each, one number each. The new kind of number is not like that. It is written as a first number, plus the symbol i, times a second number. a plus i b.

And a and b there are both perfectly ordinary numbers — the kind that do sit on the line. So one of these carries two ordinary quantities, not one. That is not decoration. It is the shape of the thing. You cannot pin one down with a single number, because there are two independent things to say. Change either one of them and you have a different number. Two slots. Two quantities.

Every question you ask about one of these will have to reckon with both. The two quantities need names. The first one — the a — is called the real part of the number. The second one — the b — is called the imaginary part. If the number is called z, those are written Re z and Im z. Take z equal to two plus i five. Its real part is two.

Its imaginary part is five. Not five i. Five. Read those two names carefully, because they are about position, not about kind. The real part is the quantity sitting in the first slot. The imaginary part is the quantity sitting in the second slot. Both of them are ordinary real numbers. Both of them live on the line. The names tell you which slot a quantity came out of, and nothing else at all.

That last point is where almost everyone slips. The imaginary part of two plus i five is five. The symbol is part of how the number is written down. It is not part of the value being named. Look at the form once more. a, plus, i, times b. The symbol sits between the plus and the b. It marks the slot. The quantity in the slot is b. Why does this matter so much?

Because five and five i are not the same number. Put the symbol in front of five and you have moved to a different number entirely. Report the imaginary part as five i and you have produced a part that is not a real number. And once your parts stop being real numbers, you cannot compare them and you cannot solve with them. Strip the symbol. Report the number. Five.

Here are three of these written out, to fix what the two slots are allowed to hold. Two, plus i three. Minus one, plus i root three. Four, plus i times minus one eleventh. Read the first slot off each of them: two, minus one, four. Now the second slot: three, root three, and minus one eleventh. Look hard at what turned up in that second slot. One of the three is a whole number.

One of them is not a fraction at all — root three is irrational, and it is perfectly welcome there. And one of them is negative, and a fraction as well. There is no restriction whatever on the imaginary part. It is any real number you like. Negative, fractional, irrational — all allowed. And not one of the three carries the symbol. Now the real question of this video. When should two of these count as the same number?

For ordinary numbers that is barely a question. Two points on a line are the same when they are in the same place. But here you have two objects, and each of them is carrying two quantities. a plus i b on one side. c plus i d on the other. Four ordinary numbers in play, and one question: are these two the same? You could imagine several answers. Perhaps only the first slots have to match, and the second is decoration.

Perhaps some combination of all four has to come out right. Perhaps a shortfall in one slot could be paid for by a surplus in the other. That last one deserves taking seriously — it is what would happen if the two slots were not independent. So which is it? The answer is the strict one. a plus i b is the same number as c plus i d exactly when a equals c, and, separately, b equals d.

Both of them. Independently. No trading between the slots. One question about these new numbers has just become two questions about ordinary ones. Say it the other way round. If either slot disagrees — even in the second slot only, even slightly — they are different numbers. Two plus i three and two plus i four are not nearly the same. They are different, and that is that. So that is the condition, and you could stop here and memorise it.

But a condition you have only memorised is a condition you will misremember under pressure. It is worth a couple of minutes to see why it could not be anything else. Suppose the two are the same number, and see what that forces. a plus i b equals c plus i d. Subtract, and gather the ordinary numbers on one side and the symbol on the other. a minus c equals i, times d minus b.

On the left, a minus c is an ordinary real number. On the right, so is d minus b, with the symbol standing in front of it. Now square both sides. On the left you get a minus c, all squared. On the right, i squared times d minus b, all squared — and i squared is minus one. So the right-hand side is minus, d minus b, all squared.

Look hard at those two. The left is the square of a real number, and a square is never negative. The right is minus the square of a real number, and that is never positive. One of them lives at nothing or above. The other at nothing or below. And they have been set equal. Each shortfall is negative, nothing, or positive — three cases each, so nine pairs of cases in all.

Work through the nine, and exactly one lets the two sides agree. It is the pair where both shortfalls are nothing. So a equals c, and b equals d. Both slots. Which is the condition. That argument is worth being exact about — what it uses, and what it proves. What it uses is subtraction, and squaring. Neither has been given a meaning at the moment the condition is first stated. So this is not a proof that comes first — it borrows arithmetic that arrives later.

And it leans on something else, easy to miss. It leans on i squared being negative. Suppose the symbol squared to plus two instead, and run the same steps. You would arrive at a minus c, all squared, equals two times d minus b, all squared. And that has escapes. Take a minus c to be root two, and d minus b to be one. Two equals two. Both shortfalls are nonzero, and the equation is satisfied.

With a plus, a shortfall in one slot really can be paid for by a surplus in the other. It is the minus that shuts that door. So: granted the ordinary laws of arithmetic and i squared equal to minus one, matching both slots is the only reading the algebra will tolerate. Not a rule to swallow whole. The only one that survives. Now the payoff, and it is the most useful single move in this whole subject.

One equation between these numbers is worth two equations between ordinary ones. Here is why that is worth so much. You are handed one statement. It looks like one condition, and there are two unknowns to find, so it looks hopeless. But the statement is between two-slot numbers. Match the first slots, and that is one ordinary equation. Match the second slots, and that is a second ordinary equation. Two equations, two unknowns, and every method you already have applies to them.

The step is worth a name, so call it equating parts. Get both sides into the standard form. Set first slot against first slot. Set second against second. Then solve. A statement that looked impossible has turned into school algebra. Here is one, exactly as it comes. Four x, plus i times three x minus y, equals three plus i times minus six. x and y are ordinary real numbers, and you must find them.

Do not solve yet. Match first. The first slot on the left is four x. The first slot on the right is three. So four x equals three, and x is three quarters. The second slot on the left is three x minus y. On the right it is minus six. So three x minus y equals minus six. Now solve, and now substitute — in that order. y is three x plus six. x is three quarters, so three x is nine quarters, and six is twenty four quarters.

y is thirty three quarters. Both slots matched, and there is the answer. And watch what each condition manages on its own. Put forty five candidate values on a list for each unknown. The first condition on its own leaves all forty five values of y standing. The second on its own leaves thirteen pairs. Together they leave exactly one. One last trap, and it is a good one. Here is a number. Three, plus i times, two plus i.

What is its real part? The obvious answer is three, because three is what stands in front of the plus. The obvious answer is wrong. Work out what is actually there. i times two plus i is two i, plus i squared. And i squared is minus one. So the number is three, minus one, plus two i. Which is two, plus two i. Its real part is two. Its imaginary part is two.

Not three, and certainly not two plus i. The rule is simple and has no exceptions. Get the number into the standard form first, then read its parts. Read them off an expression that has not been simplified and you are reading the page, not the number. Here the symbol was hiding inside the second slot, which is exactly where it can do the most damage. This matching step is not a one-off.

Whenever two of these numbers get multiplied together, the answer has two slots, and each slot is a separate fact about the product. The real part of a product, for instance, is not what you might guess. It is the real part of the first times the real part of the second, minus the imaginary part of the first times the imaginary part of the second. That minus is the one you have been watching all the way through — it is where i squared equals minus one walks in.

And the general shape turns up constantly: one condition between these numbers, two ordinary unknowns wanted. Every time, the move is the same. Standard form. Match the first slots. Match the second. Solve. Two independent quantities, two names for them, and one equation that was always two.

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

Comes up again in

The book

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