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On Parameterized Theta Function Identities

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14 June 2023

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19 June 2023

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Abstract
In history, theta function identities have been studied extensively and deeply. In this paper, applying the residue theorem of an elliptic function, we obtain a parameterized theta function identity. Then, by selecting the appropriate parameter, we derive some famous Jacobi identities, as well as other relatively simple theta function identities.
Keywords: 
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Introduction

Theta function identities are classical and important objects of study. There are many relations between theta function identities, combinatorics, number theory and modular forms.
Around 1995, Farkas and Kopeliovich [1,2] proved some Ramanujan’s identities and modular equations by applying the residue theorem of elliptic functions. In 2001, using similar methods, Liu [4] studied the theta function satisfying the following functional equations
f ( z + π ) = ( 1 ) n f ( z ) and f ( z + π τ ) = q 1 e 2 i z n f ( z ) ,
where n = 3 , 4 , 5 . He arrived at many theta identities, some of which are classical and others are new. For more theta functions, their remarkable history and modern developments, see [5,6,7,8,10,11,12].
First, we will give a brief view of fundamental facts about classical theta functions.
Let q = e π i τ , and I m ( τ ) > 0 . The Jacobi theta functions are defined by
θ 1 ( z τ ) = i q 1 4 n = ( 1 ) n q n ( n + 1 ) e ( 2 n + 1 ) z i = 2 q 1 4 n = 0 ( 1 ) n q n ( n + 1 ) sin ( 2 n + 1 ) z , θ 2 ( z τ ) = q 1 4 n = q n ( n + 1 ) e ( 2 n + 1 ) z i = 2 q 1 4 n = 0 q n ( n + 1 ) cos ( 2 n + 1 ) z , θ 3 ( z τ ) = n = q n 2 e 2 n z i = 1 + 2 n = 1 q n 2 cos 2 n z , θ 4 ( z τ ) = n = ( 1 ) n q n 2 e 2 n z i = 1 + 2 n = 1 ( 1 ) n q n 2 cos 2 n z .
We will use θ j ( z | q ) to denote the partial derivative with respect to the variable z.
Lemma 1.1 
([4]). We have
θ 1 ( z τ ) θ 1 ( z τ ) = cot z + 4 n = 1 q 2 n 1 q 2 n sin 2 n z .
The q shifted factorial [3] is defined by
( a ; q ) 0 : = 1 , ( a ; q ) n : = k = 0 n 1 ( 1 a q k ) , ( a ; q ) : = k = 0 ( 1 a q k ) .
For convenience, we use ( a ) n to denote ( a ; q ) n .
When z = π 3 , we have
θ 1 π 3 τ = 3 ( q ; q ) 3 θ 1 ( 0 3 τ ) q 3 ; q 3 θ 1 ( 0 τ ) ,
θ 2 π 3 τ = ( q ; q ) 3 θ 2 ( 0 3 τ ) q 3 ; q 3 θ 2 ( 0 τ ) ,
θ 3 π 3 τ = ( q ; q ) 3 θ 3 ( 0 3 τ ) q 3 ; q 3 θ 3 ( 0 τ ) ,
θ 4 π 3 τ = ( q ; q ) 3 θ 4 ( 0 3 τ ) q 3 ; q 3 θ 4 ( 0 τ ) .
With respect to the (quasi) periods π and π τ , we have
θ 1 ( z + π τ ) = θ 1 ( z τ ) ; θ 1 ( z + π τ τ ) = q 1 e 2 i z θ 1 ( z τ ) ,
θ 2 ( z + π τ ) = θ 2 ( z τ ) ; θ 2 ( z + π τ τ ) = q 1 e 2 i z θ 2 ( z τ ) ,
θ 3 ( z + π τ ) = θ 3 ( z τ ) ; θ 3 ( z + π τ τ ) = q 1 e 2 i z θ 3 ( z τ ) ,
θ 4 ( z + π τ ) = θ 4 ( z τ ) ; θ 4 ( z + π τ τ ) = q 1 e 2 i z θ 4 ( z τ ) .
We also have the following relations:
θ 1 z + π 2 τ = θ 2 ( z τ ) ; θ 1 z + π τ 2 τ = i A θ 4 ( z τ ) ,
θ 2 z + π 2 τ = θ 1 ( z τ ) ; θ 2 z + π τ 2 τ = A θ 3 ( z τ ) ,
θ 3 z + π 2 τ = θ 4 ( z τ ) ; θ 3 z + π τ 2 τ = A θ 2 ( z τ ) ,
θ 4 z + π 2 τ = θ 3 ( z τ ) ; θ 4 z + π τ 2 τ = i A θ 1 ( z τ )
In the following, we will provide the definition for the residue and the process of computing for the residue of f ( z ) . Let
f ( z ) : = a n z n + + a 1 z + a 0 + a 1 + .
Throughout this paper, we will denote the residue of f ( z ) by R e s f ( z ) . Set F ( z ) : = z n f ( z ) . It is well-known that
Res ( f ; 0 ) = 1 ( n 1 ) ! F ( n 1 ) ( 0 ) .
When 2 n 6 , we have the following theorem.
Theorem 1.2. 
Let F ( z ) be the above definition , and set ϕ ( z ) = F ( z ) F ( z ) , then
n = 1 : Res ( f ; 0 ) = F ( 0 ) , n = 2 : Res ( f ; 0 ) = F ( 0 ) ϕ ( 0 ) , n = 3 : Res ( f ; 0 ) = 1 2 F ( 0 ) ϕ 2 ( 0 ) + ϕ ( 0 ) n = 4 : Res ( f ; 0 ) = 1 6 F ( 0 ) ϕ 3 ( 0 ) + 3 ϕ ( 0 ) ϕ ( 0 ) + ϕ ( 0 ) , n = 5 : Res ( f ; 0 ) = 1 24 F ( 0 ) ϕ 4 ( 0 ) + 6 ϕ 2 ( 0 ) ϕ ( 0 ) + 4 ϕ ( 0 ) ϕ ( 0 ) + 3 ϕ ( 0 ) 2 + ϕ ( 0 ) , n = 6 : Res ( f ; 0 ) = 1 120 F ( 0 ) ϕ 5 ( 0 ) + 10 ϕ 3 ( 0 ) ϕ ( 0 ) + 10 ϕ 2 ( 0 ) ϕ ( 0 ) + 15 ϕ ( 0 ) ϕ ( 0 ) 2 + 5 ϕ ( 0 ) ϕ ( 0 ) + 10 ϕ ( 0 ) ϕ ( 0 ) + ϕ ( 4 ) ( n ) .
Theorem 1.3. 
The sums of all the residues of an elliptic function in the period parallelogram is zero.
In this paper, we study the case n = 6 . We get an identity with five paremeters. As applications, we obtain the Jacobi identity and some new identities.

1. Main results

In this section, we apply logarithmic differerentiation to compute the residue of elliptic functions at high order poles. Then we obtain an theta identity with five parameters.
Theorem 2.1. 
Suppose f ( z ) is an entire function satisfying the functional equations
f ( z + π ) = ( 1 ) 6 f ( z ) and f ( z + π τ ) = q 1 e 2 i z 6 f ( z ) ,
then, we have
f ( 0 ) 2 θ 1 ( 0 τ ) 2 f ( 0 ) 1 24 n = 1 q 2 n 1 q 2 n · n θ 1 ( 0 τ ) 2 + q 3 2 f π τ 2 θ 4 2 ( 0 τ ) + q 3 2 f π + π τ 2 θ 3 2 ( 0 τ ) = f π 2 θ 2 2 ( 0 τ ) .
Proof. 
We consider the following function
g ( z ) = f ( z ) θ 1 2 ( z τ ) θ 1 ( 2 z τ ) ,
From (6) and (14), we find that g ( z ) satisfies
g ( z + π ) = g ( z ) and g ( z + π τ ) = g ( z ) .
Thus, g ( z ) is an elliptic function with the periods π and π τ . The poles of g ( z ) are 0, π 2 , π τ 2 , π + π τ 2 , all of which are simple poles.
Based on Theorem 0.3, we have
Res ( g ; 0 ) + Res g ; π 2 + Res g ; π τ 2 + Res g ; π + π τ 2 = 0 .
Now let us computer the above residues, respectively.
Suppose G ( z ) = z 3 g ( z ) and ϕ ( z ) = G ( z ) G ( z ) . Notice that
lim z 0 θ 1 ( z τ ) = lim z 0 z θ 1 ( z τ ) , lim z 0 θ 1 ( 2 z τ ) = lim z 0 2 z θ 1 ( 2 z τ ) .
By using L’Hoptital’rule, we derive
G ( 0 ) = lim z 0 z 3 f ( z ) θ 1 2 ( z τ ) θ 1 ( 2 z τ ) = lim z 0 z 3 f ( z ) 2 z 3 θ 1 ( z τ ) 2 θ 1 ( 2 z τ ) = f ( 0 ) 2 θ 1 ( 0 τ ) 3 .
From the expression of G ( z ) , we have
ln G ( z ) = ln z 3 g ( z ) = 3 ln z + ln g ( z )
and
G ( z ) G ( z ) = 3 z + g ( z ) g ( z ) .
On the other hand, we have
ln g ( z ) = ln f ( z ) θ 1 2 ( z τ ) θ 1 ( 2 z τ ) = ln f ( z ) 2 ln θ 1 ( z τ ) ln θ 1 ( 2 z τ ) ,
and
g ( z ) g ( z ) = f ( z ) f ( z ) 2 θ 1 ( z τ ) θ 1 ( z τ ) 2 θ 1 ( 2 z τ ) θ 1 ( 2 z τ ) .
Thus,
G ( z ) G ( z ) = 3 z + f ( z ) f ( z ) 2 θ 1 ( z τ ) θ 1 ( z τ ) 2 θ 1 ( 2 z τ ) θ 1 ( 2 z τ ) .
In view of (1), we arrive at
ϕ ( z ) = G ( z ) G ( z ) = 3 z + f ( z ) f ( z ) 2 1 z z 3 O z 3 + 4 n = 1 q 2 n 1 q 2 n sin 2 n z 2 1 2 z 2 z 3 O z 3 + 4 n = 1 q 2 n 1 q 2 n sin 4 n z = 2 z + f ( z ) f ( z ) 8 n = 1 q 2 n 1 q 2 n ( sin 2 n z + sin 4 n z ) + O z 3 .
Furthermore, we have
ϕ ( z ) = G ( z ) G ( z ) = 2 + f ( z ) f ( z ) 8 n = 1 q 2 n 1 q 2 n ( 2 n cos 2 n z + 4 n cos 4 n z ) + O z 2 .
Based on Theorem 0.2, (17), (18), and (19), we have
Res ( g ; 0 ) = 1 2 G ( 0 ) ϕ 2 ( 0 ) + ϕ ( 0 ) = 1 2 · f ( 0 ) 2 θ 1 ( 0 τ ) 3 · f ( 0 ) f ( 0 ) 2 + f ( 0 ) f ( 0 ) + 2 48 n = 1 q 2 n 1 q 2 n · n = f ( 0 ) 4 θ 1 ( 0 τ ) 3 f ( 0 ) 1 24 n = 1 q 2 n 1 q 2 n · n 2 θ 1 ( 0 τ ) 3 .
In terms of the definition of residue, we have the following results.
Res g ; π 2 = lim z π 2 z π 2 f ( z ) θ 1 2 ( z τ ) θ 1 ( 2 z τ ) = lim z 0 z f z + π 2 θ 1 2 z + π 2 τ θ 1 ( 2 z + π τ ) = f π 2 2 θ 1 ( 0 τ ) θ 2 2 ( 0 τ ) ,
Res g ; π τ 2 = q 3 2 f π τ 2 2 θ 1 ( 0 τ ) θ 4 2 ( 0 τ ) ,
and
Res g ; π + π τ 2 = q 3 2 f π + π τ 2 2 θ 1 ( 0 τ ) θ 3 2 ( 0 τ ) .
Substituting the (20)–(23) into (16), we obtain (15). We complete the proof.□
Theorem 1.2. 
For any complex numbers a , b , c , d , e , let f ( z ) = θ 1 ( z + a τ ) θ 1 ( z + b τ ) θ 1 ( z + c τ ) θ 1 ( z + d τ ) θ 1 ( z + e τ ) θ 1 ( z a b c d e τ ) , we have
f ( 0 ) 2 θ 1 ( 0 τ ) 2 + θ 1 ( a τ ) θ 1 ( b τ ) θ 1 ( c τ ) θ 1 ( d τ ) θ 1 ( e τ ) θ 1 ( a + b + c + d + e τ ) 1 24 n = 1 q 2 n 1 q 2 n · n θ 1 ( 0 τ ) 2 + θ 3 ( a τ ) θ 3 ( b τ ) θ 3 ( c τ ) θ 3 ( d τ ) θ 3 ( e τ ) θ 3 ( a + b + c + d + e τ ) θ 3 2 ( 0 τ ) = θ 4 ( a τ ) θ 4 ( b τ ) θ 4 ( c τ ) θ 4 ( d τ ) θ 4 ( e τ ) θ 4 ( a + b + c + d + e τ ) θ 4 2 ( 0 τ ) + θ 2 ( a τ ) θ 2 ( b τ ) θ 2 ( c τ ) θ 2 ( d τ ) θ 2 ( e τ ) θ 2 ( a + b + c + d + e τ ) θ 2 2 ( 0 τ ) .
Proof. 
Based on (6)-() and the following
θ 1 ( z τ ) = θ 1 ( z τ ) , θ 2 ( z τ ) = θ 2 ( z τ ) , θ 3 ( z τ ) = θ 3 ( z τ ) θ 4 ( z τ ) = θ 4 ( z τ ) , θ 1 ( z τ ) = θ 1 ( z τ ) , θ 1 ( z τ ) = θ 1 ( z τ ) ,
we can derive
f ( z + π ) = ( 1 ) 6 f ( z ) = f ( z ) f ( z + π τ ) = q 1 e 2 i z 6 f ( z )
so, f ( z ) satisfies (14).
On the other hand, we have
f π 2 = θ 2 ( a τ ) θ 2 ( b τ ) θ 2 ( c τ ) θ 2 ( d τ ) θ 2 ( e τ ) θ 2 ( a + b + c + d + e τ ) , f π τ 2 = q 3 2 θ 4 ( a τ ) θ 4 ( b τ ) θ 4 ( c τ ) θ 4 ( d τ ) θ 4 ( e τ ) θ 4 ( a + b + c + d + e τ ) , f π + π τ 2 = q 3 2 θ 3 ( a τ ) θ 3 ( b τ ) θ 3 ( c τ ) θ 3 ( d τ ) θ 3 ( e τ ) θ 3 ( a + b + c + d + e τ ) .
Substituting the above three identities into (15), we derive (24). We compete the proof.□
Let a = b = c = d = e = 0 in (24), we obtain the famous Jacobi identity [13].
θ 2 4 ( 0 | τ ) + θ 4 4 ( 0 | τ ) = θ 3 4 ( 0 | τ ) .
Let a = 0 , b = c = d = π 3 , e = 0 in (24), we have the following theta identity.
θ 2 3 π 3 τ θ 2 ( 0 τ ) + θ 3 3 π 3 τ θ 3 ( 0 τ ) = θ 4 3 π 3 τ θ 4 ( 0 τ ) .
Based on (2)-(), we have
θ 2 ( 0 3 τ ) θ 2 ( 0 3 τ ) θ 2 ( 0 τ ) + θ 3 ( 0 3 τ ) θ 3 ( 0 3 τ ) θ 3 ( 0 τ ) = θ 4 ( 0 3 τ ) θ 4 ( 0 3 τ ) θ 4 ( 0 τ ) .
Let τ 1 3 τ , we get
θ 3 ( 0 τ ) θ 3 ( 0 τ ) θ 3 ( 0 3 τ ) + θ 4 ( 0 τ ) θ 4 ( 0 τ ) θ 4 ( 0 3 τ ) = θ 2 ( 0 τ ) θ 2 ( 0 τ ) θ 2 ( 0 3 τ ) .
Notice that the above two identities are relative with modular equations which are found by Ramanujan [9].

References

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  2. H.M. Farkas, Y. H.M. Farkas, Y. Kopeliovich. New theta constant identities II. Proc. Amer. Math. Soc.1995,123:1009-1020.
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  5. Zhi-Guo Liu. Some theta function identities associated with the modular equations of degree 5. Integers: Electron. J. Combin. Number Theory. 2001.
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  8. Zhi-Guo Liu. An identity of Ramanujan and the representation of integers as sums of triangular numbers. The Ramanujan Journal, 2003, 7: 407-434.
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  10. L.-C Shen, On some modular equations of degree 5, Proc. Amer. Math. Soc. 1995, 123: 1521-1526.
  11. L.-C Shen, On the additive of the theta functions and a collection of Lambert series pertaining to the modular equations of degree 5, Trans. Amer. Math. Soc. 1995, 123: 1521-1526.
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  13. E. T. Whittaker, G. N. Watson. A Course of Modern Analysis, 4th ed, Cambridge UniversityPress, Cambridge, 1966.
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