Complex Numbers and the Plane

Use complex arithmetic to describe points, distances, rotations, roots, and geometric loci.

Learning goals

  • Move between Cartesian and polar forms.
  • Interpret arithmetic as geometry and justify modulus identities.
  • Translate a geometric locus into an equation and prove the result.

A number is also a point

Complex numbers let us treat a planar point as a number on which we can calculate. The real and imaginary parts provide coordinates; later, multiplication will express rotation and scaling. We begin by connecting the arithmetic with the picture so the formulas retain geometric meaning.

Complex coordinates

Write \(z=x+iy\) with \(x,y\in\mathbb R\) and \(i^2=-1\). The real part is \(x\); the imaginary part is the real number \(y\). The same expression represents the point \((x,y)\) or its position vector.

Addition combines horizontal and vertical displacements. The parallelogram picture explains why the order of addition makes no difference.

\[(x+iy)+(s+it)=(x+s)+i(y+t)\]

Add and scale

Find \((2+3i)+(1-6i)\) and \(4(-2+5i)-(-7-2i)\).

Show worked solution
\[(2+3i)+(1-6i)=3-3i\]\[4(-2+5i)-(-7-2i)=-8+20i+7+2i=-1+22i\]

Collect the real and imaginary parts separately. Subtracting a negative contribution adds it.

Conjugation, modulus, and distance

We can now read a complex number as a point. Let us use that picture to interpret the next operations before computing them. Conjugation reflects the point across the real axis, while the modulus measures its distance from the origin. For the distance between two points, first form their displacement; this explains why a difference appears inside the modulus.

Reflection and length

\[\bar z=x-iy,\qquad |z|=\sqrt{x^2+y^2},\qquad d(z,w)=|z-w|\]

Conjugation reflects a point across the real axis. Modulus is a nonnegative real length, not a complex coordinate.

A rectangle of related points

Plot \(z=2+i\), \(-z\), \(\bar z\) and \(-\bar z\). Explain the shape.

Show worked solution

The four points are \((2,1),(-2,-1),(2,-1),(-2,1)\). Their sides lie on two horizontal and two vertical lines. Adjacent sides are perpendicular, so they form a rectangle with center at the origin.

Prove a modulus identity

Prove \(z\bar z=|z|^2\) and deduce that \(|z|=0\iff z=0\).

Show worked solution
\[(x+iy)(x-iy)=x^2+y^2=|z|^2\]

A sum of real squares is zero exactly when both are zero. Thus \(x=y=0\), precisely \(z=0\).

Multiplication and division

Addition already has a familiar vector picture. Multiplication needs a new viewpoint: it changes both size and direction. We will first calculate with coordinates, then use polar form to see why those calculations describe stretches and rotations.

\[(x+iy)(s+it)=(xs-yt)+i(xt+ys)\]

Distribute as in algebra, then replace the square of the imaginary unit by negative one. For division, multiply numerator and denominator by the conjugate of the denominator.

\[\frac1z=\frac{\bar z}{|z|^2}\quad(z\ne0)\]

Two products

Calculate \((1+i)^2\) and \((4+5i)(1-i)\).

Show worked solution
\[1+2i+i^2=2i\]\[4-4i+5i-5i^2=9+i\]

Divide without a complex denominator

Compute \(\frac2{3+i}\).

Show worked solution
\[\frac2{3+i}=\frac{2(3-i)}{(3+i)(3-i)}=\frac{6-2i}{10}=\frac35-\frac15i\]
The conjugate changes only the imaginary sign. It does not negate the whole number. Division by zero remains undefined.

Polar form makes multiplication geometric

Modulus and argument describe different measurements

The modulus is a complex point’s distance from the origin. An argument of a nonzero complex number is a directed angle from the positive real axis to the ray through its point.

Adding a whole turn gives another argument for the same nonzero point. Zero has modulus zero but no defined argument, so angle-based formulas need that special case handled separately.

The coordinate calculation gives an exact product, but it can conceal the motion. Polar form records how far a point is from zero and which direction it faces. Compare those two pieces of information before and after multiplication. Once you see the scale factor and turn separately, the rules for powers will have a geometric explanation.

Polar form

\[z=r(\cos\theta+i\sin\theta)=re^{i\theta},\qquad r=|z|\]

For a nonzero number the argument is defined modulo \(2\pi\). Zero has no unique argument. Choose the angle using both coordinate signs.

\[re^{i\alpha}se^{i\beta}=rs e^{i(\alpha+\beta)}\]

Multiplication stretches by the modulus and rotates by the argument. Multiplication by the imaginary unit is a counterclockwise quarter-turn.

Choose the correct quadrant

Write \(-1+i\sqrt3\) in polar form.

Show worked solution
\[r=\sqrt{1+3}=2,\quad \cos\theta=-\tfrac12,\quad\sin\theta=\tfrac{\sqrt3}2\]

The point is in the second quadrant.

\[z=2e^{2\pi i/3}\]

Prove multiplicativity

Show \(|zw|=|z||w|\).

Show worked solution

If either number is zero, both sides are zero. Otherwise write both in polar form. The product has modulus equal to the product of their positive radii, because its exponential factor lies on the unit circle.

Powers and roots

Once multiplication adds arguments, repeated multiplication becomes easier to visualize. Taking a root reverses that process, but there is a catch: several different starting directions can arrive at the same final direction. We must account for all of them.

\[(re^{i\theta})^n=r^ne^{in\theta}\]

To take roots, divide the angle but remember all full turns before dividing. Two square roots of a nonzero complex number are opposite points.

Square roots of a nonreal number

Solve \(w^2=2i\).

Show worked solution
\[2i=2e^{i\pi/2},\quad w=\sqrt2e^{i\pi/4}\ \text{or}\ \sqrt2e^{5i\pi/4}\]\[w=1+i\quad\text{or}\quad w=-1-i\]

Squaring either candidate returns the original number.

Why there are exactly two

For \(z\ne0\), prove that no further square roots exist once a root \(u\) is known.

Show worked solution

If \(v^2=u^2\), factor to obtain \((v-u)(v+u)=0\). Complex numbers have no zero divisors, so \(v=u\) or \(v=-u\). Since \(u\ne0\), these roots are distinct.

Why the roots form a regular polygon

An nth root of a complex number z is a number w satisfying \(w^n=z\), where n is a positive integer. If \(z=Re^{i\theta}\ne0\), every root must have modulus \(R^{1/n}\); its argument must satisfy \(n\phi=\theta+2\pi k\). Therefore the distinct roots are \(w_k=R^{1/n}e^{i(\theta+2\pi k)/n},\quad k=0,\ldots,n-1\). For n≥3 they are the vertices of a regular n-gon centered at zero. The formula is exhaustive because any root must satisfy those modulus and angle conditions; two listed roots coincide only when their indices differ by a multiple of n.

This connects algebraic equations to the rotation picture: each next root is the previous one rotated by one nth of a full turn. Choosing another argument for z merely reorders the same roots. Zero is an exception: it has only one distinct nth root, zero.

Place three equally spaced directions

Find every solution of \(w^3=8\), then explain why their sum is zero without adding decimal approximations.

Show worked solution

The modulus is \(2\), and the arguments are \(0,2\pi/3,4\pi/3\). The roots are \(2,-1+i\sqrt3,-1-i\sqrt3\), whose sum is zero. More generally let \(\zeta=e^{2\pi i/n}\) for n≥2. The geometric sum satisfies \((1-\zeta)(1+\zeta+\cdots+\zeta^{n-1})=1-\zeta^n=0\). Since \(\zeta\ne1\), the sum is zero, and multiplying by any initial root preserves that conclusion.

Taking only the positive real nth root misses the other complex roots. Conversely, listing n copies of zero does not produce n distinct roots.

Loci: turn a picture into an equation

What a locus asks us to find

A locus is the set of all points satisfying a stated geometric condition.

To identify it, we need both directions: every allowed point satisfies the resulting equation, and every point claimed by the equation satisfies the original condition. Squaring or dividing during the derivation can introduce or lose points, so check those steps.

Now use complex notation to describe a whole set of points. Translate each modulus or real-part condition into a distance or coordinate statement before simplifying. At the end, check for excluded points; an algebraic rearrangement can hide them.

The equation \(|z-a|=R\) describes a circle when \(R>0\). Equality of distances to two distinct points describes their perpendicular bisector. Begin by writing \(z=x+iy\) and square nonnegative lengths.

An Apollonius circle

Describe all points satisfying \(\left|\frac z{z-i}\right|=2\).

Show worked solution

The expression requires \(z\ne i\). Squaring gives \(x^2+y^2=4[x^2+(y-1)^2]\). Rearranging and completing the square:

\[3x^2+3y^2-8y+4=0\]\[x^2+\left(y-\frac43\right)^2=\frac49\]

This circle has center \(4i/3\) and radius \(2/3\). The excluded point \(i\) does not satisfy the circle equation, so no point of this circle must be removed.

Practice: a reciprocal locus

Describe \(\operatorname{Re}(1/z)=1\).

Show worked solution

For \(z\ne0\), the real part is \(x/(x^2+y^2)\). Thus \(x=x^2+y^2\).

\[(x-\tfrac12)^2+y^2=\tfrac14\]

Remove the origin: it satisfies the final polynomial equation but the original reciprocal is undefined there.

Proof practice and common mistakes

The calculations have given us geometric candidates. A proof must also show that they describe precisely the original condition. For a locus, check both directions: every allowed point satisfies your equation, and every point you retain on the resulting curve satisfies the original statement. Excluded denominators and special points need explicit attention.

Triangle inequality

Prove \(|z+w|\le |z|+|w|\). When can equality occur?

Show worked solution

Since \(\operatorname{Re}(z\bar w)\le|z\bar w|=|z||w|\),

\[|z+w|^2=|z|^2+2\operatorname{Re}(z\bar w)+|w|^2\le(|z|+|w|)^2\]

Both sides are nonnegative, so square roots preserve the inequality. Equality holds when a number is zero or the two nonzero numbers point in the same direction.

  • A polar angle needs a quadrant, not just a tangent value.
  • A locus obtained after clearing a denominator still needs the original exclusions.
  • A computation illustrates a theorem; a proof must cover all permitted inputs.

Complex Numbers: discussion A–F

Work through each question before revealing its solution. For proof questions, compare both the reasoning and the required hypotheses.

Question A

Write \((2+3i)+(1-6i)\) and \(4(-2+5i)-(-7-2i)\) in Cartesian form.

Show worked solution

Approach. Combine real parts and imaginary parts separately.

  • First. \(2+1+(3-6)i=3-3i\)
  • Second. \(-8+20i+7+2i=-1+22i\)

Question B

Explain commutativity of complex addition algebraically and geometrically.

Show worked solution

Approach. Use coordinate addition, then the parallelogram rule.

For \(z=x+iy\) and \(w=s+it\), real addition gives \(z+w=(x+s)+i(y+t)=(s+x)+i(t+y)=w+z\). Geometrically, the two possible orders traverse adjacent sides of the same parallelogram and reach its opposite vertex. This also covers collinear vectors, where the parallelogram is degenerate.

Question C

Plot \(z,-z,\bar z,-\bar z\) when \(z=2+i\). Describe their configuration.

Show worked solution

Approach. Conjugation changes the sign of the imaginary coordinate.

The points are \((2,1),(-2,-1),(2,-1),(-2,1)\). In cyclic order they form a rectangle centered at the origin, with horizontal sides of length \(4\) and vertical sides of length \(2\). Both coordinate axes are symmetry axes.

Question D

Find \(|2+i|\).

Show worked solution

Approach. Interpret the modulus as distance from the origin.

By the distance formula, \(|2+i|=\sqrt{2^2+1^2}=\sqrt5\).

Question E

Verify \(i^2=-1\), \((1+i)^2=2i\), and \((4+5i)(1-i)=9+i\).

Show worked solution

Approach. Expand and replace every occurrence of the square of i by −1.

The first is the defining rule for \(i\). Expanding the others gives \(1+2i+i^2=2i\) and \(4-4i+5i-5i^2=9+i\).

Question F

Give polar forms for \(1+i\) and \(1-i\).

Show worked solution

Approach. Identify the quadrant before choosing an argument.

Both moduli equal \(\sqrt2\). Their arguments are respectively \(\pi/4\) and \(-\pi/4\) modulo \(2\pi\). Thus \(1+i=\sqrt2e^{i\pi/4}\) and \(1-i=\sqrt2e^{-i\pi/4}\).

Complex Numbers: exercises 1–6

Work through each question before revealing its solution. For proof questions, compare both the reasoning and the required hypotheses.

Exercise 1

Convert each expression to Cartesian form.

  • a. \(4(1+2i)-2(5-i)\)
  • b. \((1+i\sqrt2)+\sqrt2(\pi+i)\)
  • c. \(2(4+i)-(1+6i)\)
  • d. \(1-2(i+3(1-4i))\)
Show worked solution

Approach. Distribute first; collect real and imaginary terms last.

  • a. \(4+8i-10+2i=-6+10i\)
  • b. \(1+\pi\sqrt2+2\sqrt2i\)
  • c. \(8+2i-1-6i=7-4i\)
  • d. \(1-2(3-11i)=-5+22i\)

Exercise 2

Multiply and simplify.

  • a. \((1+i)(1-i)\)
  • b. \((5+10i)(-2+3i)\)
  • c. \((1+i)^3\)
  • d. \((1+2i)(3-4i)(5+6i)\)
Show worked solution

Approach. For a product of three factors, simplify the first two before multiplying the third.

  • a. \(1-i^2=2\)
  • b. \(-10+15i-20i+30i^2=-40-5i\)
  • c. \(2i(1+i)=-2+2i\)
  • d. \((11+2i)(5+6i)=55+76i+12i^2=43+76i\)

Exercise 3

Prove \(|kz|=|k||z|\) for real \(k\), \(|z|^2=z\bar z\), \(|wz|=|w||z|\), and \(\overline{zw}=\bar z\bar w\).

Show worked solution

Approach. Prove the conjugation identity before using it in the modulus-of-a-product proof.

Write \(z=x+iy\) and \(w=s+it\).

  • a. \(|kz|=\sqrt{k^2x^2+k^2y^2}=|k|\sqrt{x^2+y^2}=|k||z|\)
  • b. \(z\bar z=(x+iy)(x-iy)=x^2+y^2=|z|^2\)
  • d. \(\overline{zw}=(xs-yt)-i(xt+ys)=(x-iy)(s-it)=\bar z\bar w\)
  • c. Using (b) and (d), \(|zw|^2=zw\overline{zw}=z\bar z w\bar w=|z|^2|w|^2\). Both sides of the desired identity are nonnegative, so taking their nonnegative square roots proves it.

Exercise 4

Prove \(z(w+u)=zw+zu\) directly from Cartesian multiplication.

Show worked solution

Approach. Use real distributivity on the real and imaginary coordinates.

Let \(z=x+iy,w=s+it,u=a+ib\). The left side is \(x(s+a)-y(t+b)+i[x(t+b)+y(s+a)]\). Distributivity of real multiplication rewrites this as \((xs-yt)+i(xt+ys)+(xa-yb)+i(xb+ya)\), which is precisely \(zw+zu\).

Exercise 5

Evaluate the legible expressions \(e^{1+i\pi}\) and \(e^{i\pi/2}\). For a general third expression \(e^{a+ib}\), give the evaluation rule.

The third exponent in Exercise 5 is not reliably legible in the supplied scan, even at higher rendering resolution. Its exact numerical subpart is not reconstructed; the general rule is supplied pending a clearer scan.
Show worked solution

Approach. Separate the real and imaginary parts of the exponent.

Euler’s definition gives \(e^{1+i\pi}=e(\cos\pi+i\sin\pi)=-e\) and \(e^{i\pi/2}=i\). In general \(e^{a+ib}=e^a\cos b+i e^a\sin b\).

Exercise 6

Prove \(e^{z+w}=e^ze^w\) for arbitrary complex \(z,w\).

Show worked solution

Approach. Use the real exponential law and the two trigonometric addition formulas.

Set \(z=x+iy,w=s+it\). By definition and the real exponential law,

\[e^ze^w=e^{x+s}[(\cos y\cos t-\sin y\sin t)+i(\sin y\cos t+\cos y\sin t)].\]

The real angle-addition identities turn the bracket into \(\cos(y+t)+i\sin(y+t)\). This is exactly the defining expression for \(e^{(x+s)+i(y+t)}=e^{z+w}\).

Complex Numbers: exercises 7–12

Work through each question before revealing its solution. For proof questions, compare both the reasoning and the required hypotheses.

Exercise 7

Use the power series for the exponential, sine, and cosine to justify Euler’s formula.

Show worked solution

Approach. Separate even and odd powers; justify the rearrangement by absolute convergence.

For real \(t\), the exponential series at \(it\) is absolutely convergent, so it may be separated into its even and odd terms:

\[\sum_{n=0}^{\infty}\frac{(it)^n}{n!}=\sum_{k=0}^{\infty}\frac{(-1)^kt^{2k}}{(2k)!}+i\sum_{k=0}^{\infty}\frac{(-1)^kt^{2k+1}}{(2k+1)!}=\cos t+i\sin t.\]

The two resulting series are precisely the real cosine and sine series.

Exercise 8

Explain why \(e^{i0}=1\) agrees with both exponent rules and trigonometry.

Show worked solution

Approach. Evaluate sine and cosine at zero.

The exponent \(i0\) is zero, so the ordinary rule gives \(e^0=1\). Euler’s formula independently gives \(\cos0+i\sin0=1+i0=1\). These two descriptions agree.

Exercise 9

Find polar forms of \(-1+i\sqrt3\), \(4i\), and \(5-5i\sqrt3\).

Show worked solution

Approach. Use modulus and the signs of both coordinates to choose the correct angle.

  • First. Modulus \(2\), argument \(2\pi/3\): \(2e^{2\pi i/3}\).
  • Second. Modulus \(4\), argument \(\pi/2\): \(4e^{i\pi/2}\).
  • Third. Modulus \(10\), argument \(-\pi/3\): \(10e^{-i\pi/3}\).

Exercise 10

Express \(1/i,\ 1/(1+i),\ (1+i)/i,\ (4+i)/(1-2i),\ i/4\) in Cartesian form.

Show worked solution

Approach. Multiply numerator and denominator by the denominator’s conjugate.

  • a. \(1/i=-i\)
  • b. \(\frac1{1+i}=\frac{1-i}{2}\)
  • c. \((1+i)(-i)=1-i\)
  • d. \(\frac{(4+i)(1+2i)}5=\frac25+\frac95i\)
  • e. \(i/4=0+(1/4)i\)

Exercise 11

Use polar form to prove that every nonzero complex number has a multiplicative inverse.

The source’s initial sentence omits “nonzero”; the accompanying note confirms that nonzero is required.
Show worked solution

Approach. Invert the modulus and negate the argument.

If \(z=re^{i\theta}\) with \(r>0\), put \(w=r^{-1}e^{-i\theta}\). The multiplication rule gives \(zw=1\). An inverse is unique because \(zu=zv=1\) implies \(u=u(zv)=(uz)v=v\). Zero has no inverse, since \(0w=0\) for every \(w\).

Exercise 12

Show that every nonzero complex number has exactly two square roots.

Show worked solution

Approach. Squaring doubles the angle and squares the modulus.

Let \(z=re^{i\theta}\) with \(r>0\). If \(w=\rho e^{i\phi}\) and \(w^2=z\), then \(\rho^2=r\) and \(2\phi=\theta\pmod{2\pi}\). Consequently \(\rho=\sqrt r\) and \(\phi=\theta/2\pmod\pi\). The two distinct roots are \(\sqrt r e^{i\theta/2}\) and its negative. Their squares equal \(z\); the preceding necessity proves there are no others. Zero has only the root zero.

Complex Numbers: exercises 13–18

Work through each question before revealing its solution. For proof questions, compare both the reasoning and the required hypotheses.

Exercise 13

Verify the Cartesian square-root formula for \(z=x+iy\) when \(y\ge0\); identify the other root and handle \(y<0\).

Show worked solution

Approach. Check the real part and twice the product of the proposed root’s coordinates.

Write \(r=\sqrt{x^2+y^2}\) and \(a=\sqrt{(r+x)/2},\ b=\sqrt{(r-x)/2}\). These are real and nonnegative because \(r\ge|x|\). Then \(a^2-b^2=x\) and \(2ab=\sqrt{r^2-x^2}=|y|\). Hence for \(y\ge0\), \((a+ib)^2=x+iy\); the other root is \(-a-ib\). For \(y<0\), use \(a-ib\) and its negative. At \(z=0\) the two displayed values coincide, so there is only one root.

Exercise 14

Find every square root.

  • a. \(-1\)
  • b. \(-4\)
  • c. \(i\)
  • d. \(2i\)
  • e. \(-i\)
  • f. \(-1-i\sqrt3\)
  • g. \(2+2i\)
  • h. \(4\)
Show worked solution

Approach. Use half-arguments for simple polar forms and the Cartesian formula otherwise.

  • a. \(\pm i\)
  • b. \(\pm2i\)
  • c. \(\pm(1+i)/\sqrt2\)
  • d. \(\pm(1+i)\)
  • e. \(\pm(1-i)/\sqrt2\)
  • f. \(\pm(1-i\sqrt3)/\sqrt2\)
  • g. \(\pm(\sqrt{\sqrt2+1}+i\sqrt{\sqrt2-1})\)
  • h. \(\pm2\)

For (f), squaring gives \((1-2i\sqrt3-3)/2=-1-i\sqrt3\). For (g), the difference of squared real and imaginary parts is \(2\) and twice their product is \(2\sqrt{(\sqrt2+1)(\sqrt2-1)}=2\). The other cases follow by direct squaring. Exercise 12 proves each nonzero number has no further square roots.

Exercise 15

Prove the quadratic \(az^2+bz+c=0\) with complex coefficients and \(a\ne0\) has one or two distinct roots.

A quadratic requires a≠0; for a=0 the equation is linear, inconsistent, or identically zero.
Show worked solution

Approach. Complete the square without assuming the coefficients are real.

Multiplying by \(4a\) and completing the square gives the equivalent equation \((2az+b)^2=b^2-4ac\). Every complex number has a square root, so

\[z=\frac{-b\pm\sqrt{b^2-4ac}}{2a}.\]

If the discriminant is zero these coincide; otherwise the two square roots are distinct, and division by \(2a\ne0\) preserves distinctness. Completing the square was reversible, so these are all roots.

Exercise 16

Complete the square in \(z\bar z-kz-\bar k\bar z\), where \(k\) is any complex constant.

Show worked solution

Approach. Expand the modulus squared as a number times its conjugate.

Conjugation gives \(\overline{z-\bar k}=\bar z-k\). Therefore

\[|z-\bar k|^2=(z-\bar k)(\bar z-k)=z\bar z-kz-\bar k\bar z+|k|^2.\]

Subtract \(|k|^2\) to obtain the required expression. Note that the center is \(\bar k\), not \(k\).

Exercise 17

For \(p\ne q\) and \(r\ne q\), explain the directed-angle formula \(\angle pqr=\arg((r-q)/(p-q))\).

The displayed source formula uses directed angles; an ordinary interior angle needs the smaller-angle convention.
Show worked solution

Approach. Translate the vertex to zero before using polar form.

Translation by \(-q\) places the vertex at zero and changes the two rays to vectors \(p-q\) and \(r-q\). Write these as \(\rho e^{i\alpha}\) and \(\sigma e^{i\beta}\) with positive moduli. Their quotient is \((\sigma/\rho)e^{i(\beta-\alpha)}\), whose argument is precisely the counterclockwise directed angle from the first ray to the second, modulo \(2\pi\). For the ordinary undirected angle, choose the representative in \([0,\pi]\) by taking the smaller angular separation.

Exercise 18

Describe each locus in the complex plane.

  • a. \(|z|=1\)
  • b. \(|z|=2\)
  • c. \(|z-1|=2\)
  • d. \(|z+i|=3\)
  • e. \(|iz/2+1/2|=3\)
  • f. \(|4z+2i|=1/2\)
  • g. \(|3z-i|>6\)
  • h. \(|z/10+1-i|<5\)
  • i. \(|z-1|=|z|\)
  • j. \(|z+i|=|z-i|\)
  • k. \(\operatorname{Re}z=1\)
  • l. \(\operatorname{Im}z>-1\)
Show worked solution

Approach. Factor a constant out of each modulus, then use distance from a center.

  • a–d. Circles with (center, radius) respectively \((0,1),(0,2),(1,2),(-i,3)\).
  • e. Since \(|iz+1|=|i(z-i)|=|z-i|\), the locus is the circle centered at \(i\) with radius \(6\).
  • f. Divide by \(4\): \(|z+i/2|=1/8\). The center is \(-i/2\) and radius \(1/8\).
  • g. The strict exterior \(|z-i/3|>2\); omit the boundary.
  • h. The open disk \(|z-(-10+10i)|<50\).
  • i. Squaring gives \((x-1)^2+y^2=x^2+y^2\), hence the perpendicular bisector \(x=1/2\).
  • j. Squaring gives \(x^2+(y+1)^2=x^2+(y-1)^2\), hence \(y=0\).
  • k. The vertical line \(x=1\).
  • l. The open half-plane above \(y=-1\).

Complex Numbers: exercises 19–23

Work through each question before revealing its solution. For proof questions, compare both the reasoning and the required hypotheses.

Exercise 19

Describe the following loci, keeping every denominator restriction.

  • a. \(\operatorname{Re}(1/z)=1\)
  • b. \(\operatorname{Im}(1/z)=1/2\)
  • c. \(\operatorname{Re}(1/(z-1))=1\)
  • d. \(\operatorname{Im}(z/(z-i))<1/2\)
  • e. \(|1/(z-1)|=1\)
  • f. \(|z/(z+i)|=4\)
  • g. \(|iz/(z+2)|=1/2\)
  • h. \(|(z+1)/(iz-2)|=3\)
Show worked solution

Approach. Rationalize real/imaginary parts, or square a modulus equation. Never restore a pole after simplifying.

  • a. For \(z=x+iy\ne0\), \(\operatorname{Re}(1/z)=x/(x^2+y^2)\). Thus \((x-1/2)^2+y^2=1/4\), with \(0\) removed.
  • b. \(\operatorname{Im}(1/z)=-y/(x^2+y^2)\), so \(x^2+(y+1)^2=1\), again with \(0\) removed.
  • c. Replace \(x\) by \(x-1\) in (a): \((x-3/2)^2+y^2=1/4\), with \(z=1\) removed.
  • d. Since \(z/(z-i)=1+i/(z-i)\), its imaginary part is \(x/[x^2+(y-1)^2]\). Multiplying by the positive denominator gives \((x-1)^2+(y-1)^2>1\). The pole \(i\) lies on the excluded boundary.
  • e. \(|z-1|=1\): center \(1\), radius \(1\); the pole is not on this circle.
  • f. Squaring gives \(15x^2+15y^2+32y+16=0\), or \(x^2+(y+16/15)^2=16/225\). Center \(-16i/15\), radius \(4/15\); the pole \(-i\) is not on it.
  • g. Squaring gives \(4(x^2+y^2)=(x+2)^2+y^2\), so \((x-2/3)^2+y^2=16/9\). The pole \(-2\) is not on this circle.
  • h. Since \(|iz-2|^2=x^2+(y+2)^2\), squaring yields \(8x^2+8y^2-2x+36y+35=0\). Thus \((x-1/8)^2+(y+9/4)^2=45/64\); center \(1/8-9i/4\), radius \(3\sqrt5/8\). The pole \(-2i\) is not on it.

Exercise 20

Analyze \(\operatorname{Im}(\alpha z+\beta)=0\). When is it a line, and can every line be written this way?

The nonzero condition on α is necessary for the source’s line assertion.
Show worked solution

Approach. Expand only the imaginary part.

Put \(\alpha=a+ib,\ \beta=c+id,\ z=x+iy\). The equation becomes \(bx+ay+d=0\). This is a line exactly when \(\alpha\ne0\). Conversely, for a line \(Ax+By+C=0\) with \((A,B)\ne(0,0)\), choose \(\alpha=B+iA,\ \beta=iC\). If \(\alpha=0\), the locus is the whole plane when \(d=0\) and empty otherwise.

Exercise 21

Using exponential definitions of \(\cosh t\) and \(\sinh t\), prove \(\cosh^2t-\sinh^2t=1\) and both derivative formulas.

Show worked solution

Approach. Expand a difference of squares, then differentiate the two exponentials.

\[\cosh^2t-\sinh^2t=\frac{(e^t+e^{-t})^2-(e^t-e^{-t})^2}{4}=1.\]

The real chain rule gives \((\cosh t)^{\prime}=(e^t-e^{-t})/2=\sinh t\) and \((\sinh t)^{\prime}=(e^t+e^{-t})/2=\cosh t\).

Exercise 22

Prove \((\cosh t,\sinh t)\) parametrizes the entire branch \(x^2-y^2=1,\ x>0\) exactly once for real \(t\).

Show worked solution

Approach. Recover the parameter from x+y.

Exercise 21 proves the equation, and \(\cosh t>0\). Conversely, on this branch \(x=\sqrt{1+y^2}>|y|\), so \(x+y>0\). Define \(t=\ln(x+y)\). Because \((x+y)(x-y)=1\), we have \(e^t=x+y\) and \(e^{-t}=x-y\). Taking their half-sum and half-difference recovers \(x=\cosh t,y=\sinh t\). The formula for \(t\) is unique.

Exercise 23

Compare the hyperbolic identities and parametrization with their circular counterparts. Why are sine and cosine called circular functions?

Show worked solution

Approach. Compare the equations of the unit circle and the unit hyperbola.

The counterparts are \(\cos^2t+\sin^2t=1\), \((\sin t)^{\prime}=\cos t\), and \((\cos t)^{\prime}=-\sin t\). The point \((\cos t,\sin t)\) runs around the unit circle, whereas \((\cosh t,\sinh t)\) runs along a hyperbola branch. Circular functions are periodic; the hyperbolic parametrization is one-to-one on the real line. The changed signs are important, so the analogies are not literal equalities of all properties.

A note on the source

Chapter 2 Exercise 5: third exponent is not reliably legible in the supplied scan.

References and further study

Primary source: Michael Henle, Modern Geometries: Non-Euclidean, Projective, and Discrete, 2nd edition, Prentice Hall, 2001, pp. 13–21. ISBN 9780130323132. The supplied chapter scans determine the discussion sequence and source questions. Solutions are worked explanations; qualifications are noted where needed.

Book bibliographic record. Supplementary course notes provide supporting examples and model conventions.

Continue exploring

Synthesis and proof challenges

The preceding exercises develop arithmetic, roots and loci. These synthesis questions ask you to classify a whole family and connect algebraic equality with a geometric configuration. Sketch first, then use the equations to justify all cases.

Parameter investigation · A circle becomes a line

For real \(t>0\), classify the locus \(|z|=t|z-1|\). Give its center and radius when it is a circle, and explain the exceptional parameter.

Hint

Write z in Cartesian coordinates, square nonnegative lengths and separate the case where the quadratic coefficient vanishes.

Show worked solution

Writing \(z=x+iy\) gives \((1-t^2)(x^2+y^2)+2t^2x-t^2=0\). At \(t=1\), this is \(x=1/2\), the perpendicular bisector of zero and one. Otherwise completing the square gives center \(t^2/(t^2-1)\) on the real axis and radius \(t/|1-t^2|\). Squaring introduced no extra points because both original sides are nonnegative. The excluded parameter is not a missing locus: it produces a line instead of a circle.

Advanced / Honors · Equality has a geometric meaning

For complex z,w, prove \(|z+w|^2+|z-w|^2=2|z|^2+2|w|^2\). Interpret it as a statement about a parallelogram.

Hint

Expand each squared modulus using a number times its conjugate.

Show worked solution

The two expansions are \(|z|^2+|w|^2+z\bar w+\bar z w\) and \(|z|^2+|w|^2-z\bar w-\bar z w\). Adding cancels the mixed terms and proves the identity, including zero or collinear inputs. In a parallelogram with adjacent side vectors z,w, the diagonal vectors are z+w and z-w. Thus the sum of squared diagonal lengths equals the sum of squared lengths of all four sides.

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