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A '''physical system''' is the part of the universe that a physicist is interested in. [[Physics]] is a [[reductionism|reductionist]] science meaning that a physicist restricts his<ref>For linguistic reason we write "he" and "his" when referring to a physicist. This does not imply that physicists are necessarily male.</ref> studies to that part of the universe that is as simple as possible and yet shows&mdash;as far as he can see&mdash;all the physical phenomena that are essential to his study. This delimitation of his object of study is a ''conditio sine qua non'' in  understanding and
{{Image|Complex number.png|right|350px| Complex number ''z'' &equiv; ''r'' exp(''i''&theta;) multiplied by ''i'' gives <i>z'</i> <nowiki>=</nowiki> <i>z</i>&times;''i''  
explaining his observations.
<nowiki>=</nowiki> ''z'' exp(''i''&thinsp;&pi;/2) (counter clockwise rotation over 90°). Division of ''z'' by ''i'' gives ''z''". Division by ''i'' is multiplication by &minus;''i'' <nowiki> = </nowiki> exp(&minus;''i''&thinsp; &pi;/2) (clockwise rotation over 90°).}}


Hand in hand with ''reduction'' go ''idealization'' and ''abstraction''. Non-physicists are
==Complex numbers in physics==
amused by the idealizations commonly applied in physics. Many have heard in high
===Classical physics===
school of the proverbial infinitely thin, infinitely strong, yet massless, rope from which hangs a heavy mass of infinitely small diameter. Many non-physicists are  deterred by the abstractions that have entered physics over the last three centuries. What does it mean that a physical system strives for maximum [[entropy]] or that a [[wave function]] of a system collapses when measurements
Classical physics consists of [[classical mechanics]], [[Maxwell's equations|electromagnetic theory]], and phenomenological [[thermodynamics]]. One can add Einstein's special and general theory of [[relativity]] to this list, although this theory, being formulated in the 20th century, is usually not referred to as "classical". In these four branches of physics the basic quantities and equations governing the behavior of the quantities are real.
are performed on it? What exactly vibrates when a radio signal is emitted? It takes
physics students quite some time and effort before they can visualize in their minds these concepts.
Interested laymen are often irritated by the abstractions of physicists that they conceive
as unnecessary ''Wichtigmacherei'' (making important).


When a physicist separates part of the universe as his physical system, i.e., as his object of
Classical mechanics has three different, but equivalent, formulations. The oldest, due to [[Isaac Newton|Newton]], deals with masses and position vectors of particles, which are real, as is time ''t''. The first and second time derivatives of the position vectors enter Newton's equations and these are obviously real, too. The same is true for [[Lagrange formalism|Lagrange's formulation]] of classical mechanics in terms of position vectors and velocities of particles and for [[Hamilton formalism|Hamilton's formulation]] in terms of [[momentum|momenta]] and positions.
study, then he must define  at the same time the variables that determine the ''state'' of the
system. Without the concept of state the concept of physical system is valueless. When
[[Newton]] considered around 1666 his physical system to consist of the point masses [[Sun]]
and [[Earth]], he simultaneously assumed that the state of this system is uniquely
determined by the position and the velocity of the Earth. In this he made the
idealizing assumptions that the Sun is at rest and that the diameters of Sun and Earth are
of no importance and may be set equal to zero. (When Newton later explained the origin of
the tides, the diameter of the Earth became, of course, non-negligible).


Most physical states are non-stationary, they develop in time. The pertinent parameters,
Maxwell equations, that constitute the basis of electromagnetic theory, are in terms of real vector operators ([[gradient]], [[divergence]], and [[curl]]) acting on real [[electric field|electric]] and [[magnetic field|magnetic]] fields.  
which&mdash;by another idealization&mdash;are assumed to be observable (measurable),
change in time. The main purpose of physics is to discover the laws that describe
the development in time of the state of the physical system. When a physicist sets himself to the task of discovering these laws, he makes the
assumption that the time development of a state is ''causal'', that is to say, that a state at certain
time uniquely fixes the state of the same system at a later time. Further he will search for
the mathematical equation that will describe the time development. This is the ''equation of motion'' of the physical system. Newton discovered by his study of two attracting masses
his famous second law '''F''' = ''m'' '''a''' and Schrödinger discovered ''H''&Psi;= ''i d&Psi;/dt'' for the causal development of the wave function &Psi; of a system consisting
of microscopic quantum particles.


We saw that a physical system does not have to be separated mechanically from the
Thermodynamics is concerned with concepts as [[internal energy]], [[entropy]], and [[work]]. Again, these properties are real.  
universe. Indeed, it is evident that Newton did not put the Sun and the Earth inside a
vessel with adiabatic walls, in other words, a physical system is not
necessarily physically isolated from his environment. However, in practice it can be very
convenient if it is separated, because it will aid the interpretation and explanation of
measurements when one is assured that certain interactions with the surroundings are not present.


It is usually not easy for an experimentator to separate a physical system from the rest
The special theory of relativity is formulated in [[Minkowski space]]. Although this space is sometimes described as a 3-dimensional [[Euclidean space]] to which the axis ''ict'' (''i'' is the imaginary unit, ''c'' is speed of light, ''t'' is time) is added as a fourth dimension, the role of ''i'' is non-essential. The imaginary unit is introduced as a pedestrian way to the computation of the indefinite, real, inner product that in Lorentz coordinates has the metric
of the universe. For instance, a physical chemist studying a system consisting of
:<math>
molecules will try to observe only the molecules that he is interested in, and will try to
\begin{pmatrix}
reduce the number of other molecules. Thus, he needs very thorough purification and/or
-1 & 0 & 0 & 0 \\
high vacuum. He will also try to shield the molecules from unwanted external fields, such as
0  & 1 & 0 & 0 \\
electrostatic, magnetic, and gravitational fields. (The latter field cannot be shielded,
0  & 0 & 1 & 0 \\
but weightless conditions are possible in space stations). For a theoretician, on the
0  & 0 & 0 & 1 \\
other hand, the definition of an isolated physical system is trivial, it is just the part of the
\end{pmatrix},
universe (matter and fields) that he considers in his equations.
</math>
which obviously is real. In other words, Minkowski space is a space over the real field ℝ.
The general theory of relativity is formulated over  real [[differentiable manifold]]s that  are  locally Lorentzian. Further, the Einstein field equations contain mass distributions that are  real.


The conceptually most important physical system is the ''closed system'', where it assumed that there
So, although the classical branches of physics do not need complex numbers, this does not mean that these numbers cannot be useful. A very important mathematical technique, especially for those branches of physics where there is flow (of electricity, heat, or mass) is [[Fourier analysis]]. The Fourier series is most conveniently formulated in complex form. Although it would be possible to formulate it in real terms (expansion in terms of sines and cosines) this would be cumbersome, given the fact that the application of the usual trigonometric formulas for the multiplication of sines and cosines is so much more difficult than the corresponding multiplication of complex numbers. Especially electromagnetic theory makes heavy use of complex numbers, but it must be remembered that the final results, that are to be compared with observable quantities, are real.
is no interaction with the rest of the universe. No energy or matter can flow in or out of
===Quantum physics===
a closed system. Obviously, completely closed systems are of no interest to experimental physicists, because no signals will leave such a system and he will not be able to manipulate the system because no signals will enter a closed system either. Thus, in the laboratory, physical systems are always partly open. For a theoretician the idealizing concept of closed system is of great importance and almost always applied, even in studies of open systems. For instance, when a thermodynamicist considers a system that is in temperature equilibrium with its environment (an open system, heat may flow in and out), he will assume it to be in a very large heat bath and  the original system plus the heat bath is then again a closed physical system.
In quantum physics complex numbers are essential. In the oldest formulation, due to [[Heisenberg]] the imaginary unit appears in an essential way through the canonical commutation relation
:<math>
[p_i,q_j] \equiv p_i q_j - q_j p_i = -i\hbar \delta_{ij},
</math> 
''p''<sub>''i''</sub> and ''q''<sub>''j''</sub> are linear operators (matrices) representing the ''i''th and ''j''th component of the momentum and position  of a particle, respectively,.
 
The time-dependent [[Schrödinger equation]] also contains ''i'' in an essential manner. For a free particle of mass ''m'' the equation reads
:<math>
\frac{\hbar}{2m} \nabla^2 \Psi(\mathbf{r},t) = -i \frac{\partial}{\partial t} \Psi(\mathbf{r},t) .
</math>
This equation may be compared to the [[wave equation]] that appears in several branches of classical physics
:<math>
v^2 \nabla^2 \Psi(\mathbf{r},t) =  \frac{\partial^2}{\partial t^2} \Psi(\mathbf{r},t),
</math>
where ''v'' is the [[phase velocity|velocity]] of the wave. It is clear from this similarity why
Schrödinger's equation is sometimes called the wave equation of quantum mechanics. It is also clear that the essential difference between quantum physics and classical physics is the first-order time derivative including the imaginary unit. The classical equation is real and has on the right hand side a second derivative with respect to time.
 
The more general form of the Schrödinger equation is
:<math>
H \Psi(t) = i \hbar \frac{\partial}{\partial t} \Psi(t) ,
</math>
where ''H'' is the operator representing the energy of the quantum system under consideration. If this energy is time-independent (no time-dependent external fields interact with the system), the equation can be separated, and the imaginary unit enters fairly trivially through a so-called phase factor,
:<math>
\Psi(t) = e^{-iEt/\hbar} \Phi\quad\hbox{with}\quad H\Phi = E\Phi.
</math>
The second equation has the form of an operator [[eigenvalue equation]]. The eigenvalue ''E'' (one of the possible observable values of the energy) is real, which is a fairly deep consequence of the quantum laws.<ref>If ''E'' were complex, two separate measurements would be necessary to determine it. One for its real and one for its imaginary part. Since quantum physics states that a measurement gives a collapse of the wave function to an undetermined state, the measurements, even if they would be made in quick succession, would interfere with each other and energy would be unobservable.</ref>  The time-independent function &Phi; can very often be chosen to be real. The exception being the case that ''H'' is not invariant under [[time-reversal]]. Indeed, since the time-reversal operator &theta; is [[anti-unitary]], it follows that
:<math>
\theta H \theta^\dagger \bar{\Phi} =  E \bar{\Phi}
</math>
where the bar indicates [[complex conjugation]]. Now, if ''H'' is invariant,
:<math>
\theta H \theta^\dagger = H \Longrightarrow H\bar{\Phi} = E\bar{\Phi}\quad\hbox{and}\quad
H\Phi = E\Phi,
</math>
then also the real linear combination <math>\Phi+\bar{\Phi}</math> is an eigenfunction belonging to ''E'', which means that the wave function may be chosen real. If ''H'' is not invariant, it usually is transformed into minus itself. Then <math>\Phi\;</math> and <math>\bar{\Phi}</math> belong to ''E'' and &minus;''E'', respectively, so that they are essentially different and cannot be combined to real form. Time-reversal symmetry is usually broken by magnetic fields, which give rise to interactions linear in spin or orbital [[angular momentum]].


==Note==
==Note==
<references />
<references />

Latest revision as of 08:21, 15 February 2010

PD Image
Complex number zr exp(iθ) multiplied by i gives z' = z×i = z exp(i π/2) (counter clockwise rotation over 90°). Division of z by i gives z". Division by i is multiplication by −i = exp(−i  π/2) (clockwise rotation over 90°).

Complex numbers in physics

Classical physics

Classical physics consists of classical mechanics, electromagnetic theory, and phenomenological thermodynamics. One can add Einstein's special and general theory of relativity to this list, although this theory, being formulated in the 20th century, is usually not referred to as "classical". In these four branches of physics the basic quantities and equations governing the behavior of the quantities are real.

Classical mechanics has three different, but equivalent, formulations. The oldest, due to Newton, deals with masses and position vectors of particles, which are real, as is time t. The first and second time derivatives of the position vectors enter Newton's equations and these are obviously real, too. The same is true for Lagrange's formulation of classical mechanics in terms of position vectors and velocities of particles and for Hamilton's formulation in terms of momenta and positions.

Maxwell equations, that constitute the basis of electromagnetic theory, are in terms of real vector operators (gradient, divergence, and curl) acting on real electric and magnetic fields.

Thermodynamics is concerned with concepts as internal energy, entropy, and work. Again, these properties are real.

The special theory of relativity is formulated in Minkowski space. Although this space is sometimes described as a 3-dimensional Euclidean space to which the axis ict (i is the imaginary unit, c is speed of light, t is time) is added as a fourth dimension, the role of i is non-essential. The imaginary unit is introduced as a pedestrian way to the computation of the indefinite, real, inner product that in Lorentz coordinates has the metric

which obviously is real. In other words, Minkowski space is a space over the real field ℝ. The general theory of relativity is formulated over real differentiable manifolds that are locally Lorentzian. Further, the Einstein field equations contain mass distributions that are real.

So, although the classical branches of physics do not need complex numbers, this does not mean that these numbers cannot be useful. A very important mathematical technique, especially for those branches of physics where there is flow (of electricity, heat, or mass) is Fourier analysis. The Fourier series is most conveniently formulated in complex form. Although it would be possible to formulate it in real terms (expansion in terms of sines and cosines) this would be cumbersome, given the fact that the application of the usual trigonometric formulas for the multiplication of sines and cosines is so much more difficult than the corresponding multiplication of complex numbers. Especially electromagnetic theory makes heavy use of complex numbers, but it must be remembered that the final results, that are to be compared with observable quantities, are real.

Quantum physics

In quantum physics complex numbers are essential. In the oldest formulation, due to Heisenberg the imaginary unit appears in an essential way through the canonical commutation relation

pi and qj are linear operators (matrices) representing the ith and jth component of the momentum and position of a particle, respectively,.

The time-dependent Schrödinger equation also contains i in an essential manner. For a free particle of mass m the equation reads

This equation may be compared to the wave equation that appears in several branches of classical physics

where v is the velocity of the wave. It is clear from this similarity why Schrödinger's equation is sometimes called the wave equation of quantum mechanics. It is also clear that the essential difference between quantum physics and classical physics is the first-order time derivative including the imaginary unit. The classical equation is real and has on the right hand side a second derivative with respect to time.

The more general form of the Schrödinger equation is

where H is the operator representing the energy of the quantum system under consideration. If this energy is time-independent (no time-dependent external fields interact with the system), the equation can be separated, and the imaginary unit enters fairly trivially through a so-called phase factor,

The second equation has the form of an operator eigenvalue equation. The eigenvalue E (one of the possible observable values of the energy) is real, which is a fairly deep consequence of the quantum laws.[1] The time-independent function Φ can very often be chosen to be real. The exception being the case that H is not invariant under time-reversal. Indeed, since the time-reversal operator θ is anti-unitary, it follows that

where the bar indicates complex conjugation. Now, if H is invariant,

then also the real linear combination is an eigenfunction belonging to E, which means that the wave function may be chosen real. If H is not invariant, it usually is transformed into minus itself. Then and belong to E and −E, respectively, so that they are essentially different and cannot be combined to real form. Time-reversal symmetry is usually broken by magnetic fields, which give rise to interactions linear in spin or orbital angular momentum.

Note

  1. If E were complex, two separate measurements would be necessary to determine it. One for its real and one for its imaginary part. Since quantum physics states that a measurement gives a collapse of the wave function to an undetermined state, the measurements, even if they would be made in quick succession, would interfere with each other and energy would be unobservable.