Classical Hamiltonian quaternions

William Rowan Hamilton invented quaternions, a mathematical entity in 1843. This article describes Hamilton's original treatment of quaternions, using his notation and terms. Hamilton's treatment is more geometric than the modern approach, which emphasizes quaternions' algebraic properties. Mathematically, quaternions discussed differ from the modern definition only by the terminology which is used.

Classical elements of a quaternion

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Hamilton defined a quaternion as the quotient of two directed lines in tridimensional space;[1] or, more generally, as the quotient of two vectors.[2]

A quaternion can be represented as the sum of a scalar and a vector. It can also be represented as the product of its tensor and its versor.

Scalar

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Hamilton invented the term scalars for the real numbers, because they span the "scale of progression from positive to negative infinity"[3] or because they represent the "comparison of positions upon one common scale".[4] Hamilton regarded ordinary scalar algebra as the science of pure time.[5]

Vector

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Hamilton defined a vector as "a right line ... having not only length but also direction".[6] Hamilton derived the word vector from the Latin vehere, to carry.[7]

Hamilton conceived a vector as the "difference of its two extreme points."[6] For Hamilton, a vector was always a three-dimensional entity, having three co-ordinates relative to any given co-ordinate system, including but not limited to both polar and rectangular systems.[8] He therefore referred to vectors as "triplets".

Hamilton defined addition of vectors in geometric terms, by placing the origin of the second vector at the end of the first.[9] He went on to define vector subtraction.

By adding a vector to itself multiple times, he defined multiplication of a vector by an integer, then extended this to division by an integer, and multiplication (and division) of a vector by a rational number. Finally, by taking limits, he defined the result of multiplying a vector α by any scalar x as a vector β with the same direction as α if x is positive; the opposite direction to α if x is negative; and a length that is |x| times the length of α.[10]

The quotient of two parallel or anti-parallel vectors is therefore a scalar with absolute value equal to the ratio of the lengths of the two vectors; the scalar is positive if the vectors are parallel and negative if they are anti-parallel.[11]

Unit vector

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A unit vector is a vector of length one. Examples of unit vectors include i, j and k.

Tensor

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Note: The use of the word tensor by Hamilton does not coincide with modern terminology. Hamilton's tensor is actually the absolute value on the quaternion algebra, which makes it a normed vector space.

Hamilton defined tensor as a positive numerical quantity, or, more properly, signless number.[12][13][14] A tensor can be thought of as a positive scalar.[15] The "tensor" can be thought of as representing a "stretching factor."[16]

Hamilton introduced the term tensor in his first book, Lectures on Quaternions, based on lectures he gave shortly after his invention of the quaternions:

  • it seems convenient to enlarge by definition the signification of the new word tensor, so as to render it capable of including also those other cases in which we operate on a line by diminishing instead of increasing its length; and generally by altering that length in any definite ratio. We shall thus (as was hinted at the end of the article in question) have fractional and even incommensurable tensors, which will simply be numerical multipliers, and will all be positive or (to speak more properly) SignLess Numbers, that is, unclothed with the algebraic signs of positive and negative; because, in the operation here considered, we abstract from the directions (as well as from the situations) of the lines which are compared or operated on.

Each quaternion has a tensor, which is a measure of its magnitude (in the same way as the length of a vector is a measure of a vectors' magnitude). When a quaternion is defined as the quotient of two vectors, its tensor is the ratio of the lengths of these vectors.

Versor

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A versor is a quaternion with a tensor of 1. Alternatively, a versor can be defined as the quotient of two equal-length vectors.[17][18]

In general a versor defines all of the following: a directional axis; the plane normal to that axis; and an angle of rotation.[19]

When a versor and a vector which lies in the plane of the versor are multiplied, the result is a new vector of the same length but turned by the angle of the versor.

Vector arc

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Since every unit vector can be thought of as a point on a unit sphere, and since a versor can be thought of as the quotient of two vectors, a versor has a representative great circle arc, called a vector arc, connecting these two points, drawn from the divisor or lower part of quotient, to the dividend or upper part of the quotient.[20][21]

Right versor

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When the arc of a versor has the magnitude of a right angle, then it is called a right versor, a right radial or quadrantal versor.

Degenerate forms

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There are two special degenerate versor cases, called the unit-scalars.[22] These two scalars (negative and positive unity) can be thought of as scalar quaternions. These two scalars are special limiting cases, corresponding to versors with angles of either zero or π.

Unlike other versors, these two cannot be represented by a unique arc. The arc of 1 is a single point, and –1 can be represented by an infinite number of arcs, because there are an infinite number of shortest lines between antipodal points of a sphere.

Quaternion

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Every quaternion can be decomposed into a scalar and a vector.

 

These two operations S and V are called "take the Scalar of" and "take the vector of" a quaternion. The vector part of a quaternion is also called the right part.[23]

Every quaternion is equal to a versor multiplied by the tensor of the quaternion. Denoting the versor of a quaternion by

 

and the tensor of a quaternion by

 

we have

 

Right quaternion

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A real multiple of a right versor is a right quaternion, thus a right quaternion is a quaternion whose scalar component is zero,

 

The angle of a right quaternion is 90 degrees. So a right quaternion has only a vector part and no scalar part. Right quaternions may be put in standard trinomial form. For example, if Q is a right quaternion, it may be written as:

 [24]

Four operations

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Four operations are of fundamental importance in quaternion notation.[25]

+ − ÷ ×

In particular it is important to understand that there is a single operation of multiplication, a single operation of division, and a single operation each of addition and subtraction. This single multiplication operator can operate on any of the types of mathematical entities. Likewise every kind of entity can be divided, added or subtracted from any other type of entity. Understanding the meaning of the subtraction symbol is critical in quaternion theory, because it leads to an understanding of the concept of a vector.

Ordinal operators

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The two ordinal operations in classical quaternion notation were addition and subtraction or + and −.

These marks are:

"...characteristics of synthesis and analysis of a state of progression, according as this state is considered as being derived from, or compared with, some other state of that progression."[26]

Subtraction

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Subtraction is a type of analysis called ordinal analysis[27]

...let space be now regarded as the field of progression which is to be studied, and POINTS as states of that progression. ...I am led to regard the word "Minus," or the mark −, in geometry, as the sign or characteristic of analysis of one geometric position (in space), as compared with another (such) position. The comparison of one mathematical point with another with a view to the determination of what may be called their ordinal relation, or their relative position in space...[28]

The first example of subtraction is to take the point A to represent the earth, and the point B to represent the sun, then an arrow drawn from A to B represents the act of moving or vection from A to B.

B − A

this represents the first example in Hamilton's lectures of a vector. In this case the act of traveling from the earth to the sun.[29][30]

Addition

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Addition is a type of analysis called ordinal synthesis.[31]

Addition of vectors and scalars
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Vectors and scalars can be added. When a vector is added to a scalar, a completely different entity, a quaternion is created.

A vector plus a scalar is always a quaternion even if the scalar is zero. If the scalar added to the vector is zero then the new quaternion produced is called a right quaternion. It has an angle characteristic of 90 degrees.

Cardinal operations

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The two Cardinal operations[32] in quaternion notation are geometric multiplication and geometric division and can be written:

÷, ×

It is not required to learn the following more advanced terms in order to use division and multiplication.

Division is a kind of analysis called cardinal analysis.[33] Multiplication is a kind of synthesis called cardinal synthesis[34]

Division

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Classically, the quaternion was viewed as the ratio of two vectors, sometimes called a geometric fraction.

If OA and OB represent two vectors drawn from the origin O to two other points A and B, then the geometric fraction was written as

 

Alternately if the two vectors are represented by α and β the quotient was written as

 

or

 

Hamilton asserts: "The quotient of two vectors is generally a quaternion".[35] Lectures on Quaternions also first introduces the concept of a quaternion as the quotient of two vectors:

Logically and by definition,[36][37]

if  

then  .

In Hamilton's calculus the product is not commutative, i.e., the order of the variables is of great importance. If the order of q and β were to be reversed the result would not in general be α. The quaternion q can be thought of as an operator that changes β into α, by first rotating it, formerly an act of version and then changing the length of it, formerly called an act of tension.

Also by definition the quotient of two vectors is equal to the numerator times the reciprocal of the denominator. Since multiplication of vectors is not commutative, the order cannot be changed in the following expression.

 

Again the order of the two quantities on the right hand side is significant.

Hardy presents the definition of division in terms of mnemonic cancellation rules. "Canceling being performed by an upward right hand stroke".[38]

If alpha and beta are vectors and q is a quaternion such that

 

then  

and  [39]

  and   are inverse operations, such that:
  and  [40]

and

 [41]

An important way to think of q is as an operator that changes β into α, by first rotating it (version) and then changing its length (tension).

 [42]

Division of the unit vectors i, j, k

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The results of using the division operator on i, j, and k was as follows.[43]

   
   
   
   
   
   
   
   
   
   
   
   

The reciprocal of a unit vector is the vector reversed.[44]

 

Because a unit vector and its reciprocal are parallel to each other but point in opposite directions, the product of a unit vector and its reciprocal have a special case commutative property, for example if a is any unit vector then:[45]

 

However, in the more general case involving more than one vector (whether or not it is a unit vector) the commutative property does not hold.[46] For example:

  

This is because k/i is carefully defined as:

 .

So that:

 ,

however

 

Division of two parallel vectors

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While in general the quotient of two vectors is a quaternion, If α and β are two parallel vectors then the quotient of these two vectors is a scalar. For example, if

 ,

and   then

 

Where a/b is a scalar.[47]

Division of two non-parallel vectors
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The quotient of two vectors is in general the quaternion:

  

Where α and β are two non-parallel vectors, φ is that angle between them, and ε is a unit vector perpendicular to the plane of the vectors α and β, with its direction given by the standard right hand rule.[48]

Multiplication

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Classical quaternion notation had only one concept of multiplication. Multiplication of two real numbers, two imaginary numbers or a real number by an imaginary number in the classical notation system was the same operation.

Multiplication of a scalar and a vector was accomplished with the same single multiplication operator; multiplication of two vectors of quaternions used this same operation as did multiplication of a quaternion and a vector or of two quaternions.

Factor, Faciend and Factum
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Factor × Faciend = Factum[49]

When two quantities are multiplied the first quantity is called the factor,[50] the second quantity is called the faciend and the result is called the factum.

Distributive
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In classical notation, multiplication was distributive. Understanding this makes it simple to see why the product of two vectors in classical notation produced a quaternion.

 
 

Using the quaternion multiplication table we have:

 

Then collecting terms:

 

The first three terms are a scalar.

Letting

 
 
 
 

So that the product of two vectors is a quaternion, and can be written in the form:

 
Product of two right quaternions
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The product of two right quaternions is generally a quaternion.

Let α and β be the right quaternions that result from taking the vectors of two quaternions:

 
 

Their product in general is a new quaternion represented here by r. This product is not ambiguous because classical notation has only one product.

 

Like all quaternions r may now be decomposed into its vector and scalar parts.

 

The terms on the right are called scalar of the product, and the vector of the product[51] of two right quaternions.

Note: "Scalar of the product" corresponds to Euclidean scalar product of two vectors up to the change of sign (multiplication to −1).

Other operators in detail

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Scalar and vector

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Two important operations in two the classical quaternion notation system were S(q) and V(q) which meant take the scalar part of, and take the imaginary part, what Hamilton called the vector part of the quaternion. Here S and V are operators acting on q. Parenthesis can be omitted in these kinds of expressions without ambiguity. Classical notation:

 

Here, q is a quaternion. Sq is the scalar of the quaternion while Vq is the vector of the quaternion.

Conjugate

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K is the conjugate operator. The conjugate of a quaternion is a quaternion obtained by multiplying the vector part of the first quaternion by minus one.

If

 

then

 .

The expression

 ,

means, assign the quaternion r the value of the conjugate of the quaternion q.

Tensor

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T is the tensor operator. It returns a kind of number called a tensor.

The tensor of a positive scalar is that scalar. The tensor of a negative scalar is the absolute value of the scalar (i.e., without the negative sign). For example:

 
 

The tensor of a vector is by definition the length of the vector. For example, if:

 

Then

 

The tensor of a unit vector is one. Since the versor of a vector is a unit vector, the tensor of the versor of any vector is always equal to unity. Symbolically:

 [52]

A quaternion is by definition the quotient of two vectors and the tensor of a quaternion is by definition the quotient of the tensors of these two vectors. In symbols:

 
 [53]

From this definition it can be shown that a useful formula for the tensor of a quaternion is:[54]

 

It can also be proven from this definition that another formula to obtain the tensor of a quaternion is from the common norm, defined as the product of a quaternion and its conjugate. The square root of the common norm of a quaternion is equal to its tensor.

 

A useful identity is that the square of the tensor of a quaternion is equal to the tensor of the square of a quaternion, so that the parentheses may be omitted.[55]

 

Also, the tensors of conjugate quaternions are equal.[56]

 

The tensor of a quaternion is now called its norm.

Axis and angle

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Taking the angle of a non-scalar quaternion, resulted in a value greater than zero and less than π.[57][58]

When a non-scalar quaternion is viewed as the quotient of two vectors, then the axis of the quaternion is a unit vector perpendicular to the plane of the two vectors in this original quotient, in a direction specified by the right hand rule.[59] The angle is the angle between the two vectors.

In symbols,

 
 

Reciprocal

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If

 

then its reciprocal is defined as

 

The expression:

 

Reciprocals have many important applications,[60][61] for example rotations, particularly when q is a versor. A versor has an easy formula for its reciprocal.[62]

 

In words the reciprocal of a versor is equal to its conjugate. The dots between operators show the order of the operations, and also help to indicate that S and U for example, are two different operations rather than a single operation named SU.

Common norm

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The product of a quaternion with its conjugate is its common norm.[63]

The operation of taking the common norm of a quaternion is represented with the letter N. By definition the common norm is the product of a quaternion with its conjugate. It can be proven[64][65] that common norm is equal to the square of the tensor of a quaternion. However this proof does not constitute a definition. Hamilton gives exact, independent definitions of both the common norm and the tensor. This norm was adopted as suggested from the theory of numbers, however to quote Hamilton "they will not often be wanted". The tensor is generally of greater utility. The word norm does not appear in Lectures on Quaternions, and only twice in the table of contents of Elements of Quaternions.

In symbols:

 

The common norm of a versor is always equal to positive unity.[66]

 

Biquaternions

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Geometrically real and geometrically imaginary numbers

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In classical quaternion literature the equation

 

was thought to have infinitely many solutions that were called geometrically real. These solutions are the unit vectors that form the surface of a unit sphere.

A geometrically real quaternion is one that can be written as a linear combination of i, j and k, such that the squares of the coefficients add up to one. Hamilton demonstrated that there had to be additional roots of this equation in addition to the geometrically real roots. Given the existence of the imaginary scalar, a number of expressions can be written and given proper names. All of these were part of Hamilton's original quaternion calculus. In symbols:

 

where q and q′ are real quaternions, and the square root of minus one is the imaginary of ordinary algebra, and are called an imaginary or symbolical roots[67] and not a geometrically real vector quantity.

Imaginary scalar

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Geometrically Imaginary quantities are additional roots of the above equation of a purely symbolic nature. In article 214 of Elements Hamilton proves that if there is an i, j and k there also has to be another quantity h which is an imaginary scalar, which he observes should have already occurred to anyone who had read the preceding articles with attention.[68] Article 149 of Elements is about Geometrically Imaginary numbers and includes a footnote introducing the term biquaternion.[69] The terms imaginary of ordinary algebra and scalar imaginary are sometimes used for these geometrically imaginary quantities.

Geometrically Imaginary roots to an equation were interpreted in classical thinking as geometrically impossible situations. Article 214 of Elements of Quaternions explores the example of the equation of a line and a circle that do not intersect, as being indicated by the equation having only a geometrically imaginary root.[70]

In Hamilton's later writings he proposed using the letter h to denote the imaginary scalar[71][72][73]

Biquaternion

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On page 665 of Elements of Quaternions Hamilton defines a biquaternion to be a quaternion with complex number coefficients. The scalar part of a biquaternion is then a complex number called a biscalar. The vector part of a biquaternion is a bivector consisting of three complex components. The biquaternions are then the complexification of the original (real) quaternions.

Other double quaternions

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Hamilton invented the term associative to distinguish between the imaginary scalar (known by now as a complex number) which is both commutative and associative, and four other possible roots of negative unity which he designated L, M, N and O, mentioning them briefly in appendix B of Lectures on Quaternions and in private letters. However, non-associative roots of minus one do not appear in Elements of Quaternions. Hamilton died before he worked[clarification needed] on these strange entities. His son claimed them to be "bows reserved for the hands of another Ulysses".[74]

See also

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Footnotes

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  1. ^ Hamilton 1853 pg. 60 at Google Books
  2. ^ Hardy 1881 pg. 32 at Google Books
  3. ^ Hamilton, in the Philosophical magazine, as cited in the OED.
  4. ^ Hamilton (1866) Book I Chapter II Article 17 at Google Books
  5. ^ Hamilton 1853, pg 2 paragraph 3 of introduction. Refers to his early article "Algebra as the Science of pure time". at Google Books
  6. ^ a b Hamilton (1866) Book I Chapter I Article 1 at Google Books
  7. ^ Hamilton (1853) Lecture I Article 15, introduction of term vector, from vehere at Google Books
  8. ^ Hamilton (1853) Lecture I Article 17 vector is natural triplet at Google Books
  9. ^ aHamilton (1866) Book I Chapter I Article 6 at Google Books
  10. ^ Hamilton (1866) Book I Chapter I Article 15 at Google Books
  11. ^ Hamilton (1866) Book I Chapter II Article 19 at Google Books
  12. ^ Hamilton 1853 pg 57 at Google Books
  13. ^ Hardy 1881 pg 5 at Google Books
  14. ^ Tait 1890 pg.31 explains Hamilton's older definition of a tensor as a positive number at Google Books
  15. ^ Hamilton 1989 pg 165, refers to a tensor as a positive scalar. at Google Books
  16. ^ (1890), pg 32 31 at Google Books
  17. ^ Hamilton 1898 section 8 pg 133 art 151 On the versor of a quaternion or a vector and some general formula of transformation at Google Books
  18. ^ Hamilton (1899), art 156 pg 135, introduction of term versor at Google Books
  19. ^ Hamilton (1899), Section 8 article 151 pg 133 at Google Books
  20. ^ Hamilton 1898 section 9 art 162 pg 142 Vector Arcs considered as representative of versors of quaternions at Google Books
  21. ^ (1881), art. 49 pg 71-72 71 at Google Books
  22. ^ Elements of Quaternions Article 147 pg 130 130 at Google Books
  23. ^ See Elements of Quaternions Section 13 starting on page 190 at Google Books
  24. ^ Hamilton (1899), Section 14 article 221 on page 233 at Google Books
  25. ^ Hamilton 1853 pg 4 at Google Books
  26. ^ Hamilton 1853 art 5 pg 4 -5 at Google Books
  27. ^ Hamilton pg 33 at Google Books
  28. ^ Hamilton 1853 pg 5-6 at Google Books
  29. ^ see Hamilton 1853 pg 8-15 at Google Books
  30. ^ Hamilton 1853 pg 15 introduction of the term vector as the difference between two points. at Google Books
  31. ^ Hamilton 1853 pg.19 Hamilton associates plus sign with ordinal synthesis at Google Books
  32. ^ Hamilton (1853), pg 35, Hamilton first introduces cardinal operations at Google Books
  33. ^ Hamilton 1953 pg.36 Division defined as cardinal analysis at Google Books
  34. ^ Hamilton 1853 pg 37 at Google Books
  35. ^ Hamilton (1899), Article 112 page 110 at Google Books
  36. ^ Hardy (1881), pg 32 at Google Books
  37. ^ Hamilton Lectures on Quaternions page 37 at Google Books
  38. ^ Elements of quaternions at Google Books
  39. ^ Tait Treaties on Quaternions at Google Books
  40. ^ Hamilton Lectures On Quaternions pg 38 at Google Books
  41. ^ Hamilton Lectures on quaternions page 41 at Google Books
  42. ^ Hamilton Lectures on quaternions pg 42 at Google Books
  43. ^ Hardy (1881), page 40-41 at Google Books
  44. ^ Hardy 1887 pg 45 formula 29 at Google Books
  45. ^ Hardy 1887 pg 45 formula 30 at Google Books
  46. ^ Hardy 1887 pg 46 at Google Books
  47. ^ Elements of Quaternions, book one. at Google Books
  48. ^ Hardy (1881), pg 39 article 25 at Google Books
  49. ^ Hamilton 1853 pg. 27 explains Factor Faciend and Factum at Google Books
  50. ^ Hamilton 1898 section 103 at Google Books
  51. ^ (1887) scalar of the product vector of the product defined, pg 57 at Google Books
  52. ^ Hamilton 1898 pg164 Tensor of the versor of a vector is unity. at Google Books
  53. ^ Elements of Quaternions, Ch. 11 at Google Books
  54. ^ Hardy (1881), pg 65 at Google Books
  55. ^ Hamilton 1898 pg 169 art 190 Tensor of the square is the square of the tensor at Google Books
  56. ^ Hamilton 1898 pg 167 art. 187 equation 12 Tensors of conjugate quaternions are equal at Google Books
  57. ^ "Hamilton (1853), pg 164, art 148".
  58. ^ Hamilton (1899), pg 118 at Google Books
  59. ^ Hamilton (1899), pg 118 at Google Books
  60. ^ See Goldstein (1980) Chapter 7 for the same function written in matrix notation
  61. ^ "Lorentz Transforms Hamilton (1853), pg 268 1853".
  62. ^ Hardy (1881), pg 71 at Google Books
  63. ^ Hamilton (1899), pg 128 -129 at Google Books
  64. ^ See foot note at bottom of page, were word proven is highlighted. at Google Books
  65. ^ See Hamilton 1898 pg. 169 art. 190 for proof of relationship between tensor and common norm at Google Books
  66. ^ Hamilton 1899 pg 138 at Google Books
  67. ^ See Elements of Quaternions Articles 256 and 257 at Google Books
  68. ^ Hamilton Elements article 214 infamous remark...as would already have occurred to anyone who had read the preceding articles with attention at Google Books
  69. ^ Elements of Quaternions Article 149 at Google Books
  70. ^ See elements of quaternions article 214 at Google Books
  71. ^ Hamilton Elements of Quaternions pg 276 Example of h notation for imaginary scalar at Google Books
  72. ^ Hamilton Elements Article 274 pg 300 Example of use of h notation at Google Books
  73. ^ Hamilton Elements article 274 pg. 300 Example of h denoting imaginary of ordinary algebra at Google Books
  74. ^ Hamilton, William Rowan (1899). Elements of Quaternions. London, New York, and Bombay: Longmans, Green, and Co. p. v. ISBN 9780828402194.

References

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  • W.R. Hamilton (1853), Lectures on Quaternions at Google Books Dublin: Hodges and Smith
  • W.R. Hamilton (1866), Elements of Quaternions at Google Books, 2nd edition, edited by Charles Jasper Joly, Longmans Green & Company.
  • A.S. Hardy (1887), Elements of Quaternions
  • P.G. Tait (1890), An Elementary Treatise on Quaternions, Cambridge: C.J. Clay and Sons
  • Herbert Goldstein(1980), Classical Mechanics, 2nd edition, Library of congress catalog number QA805.G6 1980