Definitions, notations and proofs for Bernoulli numbers
Jacques G\'elinas

TL;DR
This paper compiles definitions, notations, and elementary proofs for Bernoulli numbers, clarifying conventions and providing accessible proofs using basic combinatorial tools and symbolic notation.
Contribution
It offers a unified presentation of Bernoulli number definitions and proofs, including elementary demonstrations for different conventions, using simple mathematical tools.
Findings
Elementary proofs for Bernoulli numbers with different conventions
Clarification of historical and modern notations
Accessible derivations using binomial theorem and umbral notation
Abstract
This is a collection of definitions, notations and proofs for the Bernoulli numbers appearing in formulas for the sum of integer powers, some of which can be found scattered in the large related historical literature in French, English and German. We provide elementary proofs for the original convention with and also for the current convention with , using only the binomial theorem and the concise Blissard symbolic (umbral) notation.
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Taxonomy
TopicsNumerical Methods and Algorithms · Mathematical and Theoretical Analysis · History and Theory of Mathematics
Definitions, notations and proofs for Bernoulli numbers
Jacques Gélinas
Ottawa, Canada
Abstract.
This is a collection of definitions, notations and proofs for the Bernoulli numbers appearing in formulas for the sum of integer powers, some of which can be found scattered in the large related historical literature in French, English and German. We provide elementary proofs for the original convention with and also for the current convention with , using only the binomial theorem and the concise Blissard symbolic notation.
Key words and phrases:
Bernoulli numbers, sums of powers, Blissard symbolic calculus
1991 Mathematics Subject Classification:
Primary 11B68, Secondary 05A40
This work was done in 2018 while the author was a retired mathematician
1. Historical definition and notations
The Bernoulli numbers are an infinite sequence of rational coefficients appearing in the polynomials expressing the sum of the powers of the first natural numbers as a function of . Jacob Bernoulli (1655–1705) was the first to define them in his book “Ars Conjectandi” published posthumously in 1713. This book, one of the first on probability, was translated with explanations into English in 1795, into German in 1899, and again into English in 2006. Its second part deals with counting permutations and combinations, and the sums of powers are included there on pages 96–97.
Bernoulli states that in a table of combinations, figurate numbers, or binomial coefficients, each element is equal to the sum of the numbers above it in the previous column :
[TABLE]
This is indeed easily proven by Bernoulli’s own telescoping summation method, or by counting combinations, and gives the convenient recurrence relation explained below for the sums of powers of integers which he denoted by .
If for example, then and
[TABLE]
if , then and
[TABLE]
The derivation of the sum of the cubes is also explained (up to in the 1795 translation).
Bernoulli boasted that he could thus derive the sums of the first six powers on a single page, a result obtained previously with difficulty by Ismael Bulliadus (1631–1694). In fact he provided a table of the first ten formulas, so that the exact sum of the tenth powers of the the first integers could be computed in “half the quarter of an hour”. Much more importantly, he gave an explicit formula for , featuring the numbers as coefficients of in the successive . Finally, he indicated that other numbers in the list could be computed successively by increasing and using (since then ). However, he provided no formal proof of this rule or of the formula itself.
In 1730, Abraham De Moivre expressed the rule of Jacob Bernoulli as a recurrence relation for the computation of what he called “Bernoulli numbers”, , and so forth :
[TABLE]
This was included in the 1800 treatise on finite differences of Lacroix, with different signs and indices (see below right). De Moivre had used it to reformulate and prove an asymptotic relation communicated to him by Stirling and featuring a series shown later by Bayes to be divergent [15] :
[TABLE]
Next, the publication in 1755 of “Institutiones Calculi Differentialis” by Euler was a revolution in the early history of these Bernoulli numbers. He proved that these numbers are the Maclaurin coefficients of the even “generating function” , that their signs alternate, and that they appear in the Euler-Maclaurin summation formula and in the values of the infinite series . He also computed the values of the next 10 numbers (§V.132), via a binomial convolution formula obtained from the differential equation of () whose series coefficients after are all negative and prove the alternating sign rule (§V.119,[17]).
The general Bernoulli formula can be displayed as follows, using the convention adopted early in the 19th century of summing only the first powers while starting at [math] so that when we agree to define . Alternating signs and missing terms stand out clearly.
[TABLE]
The current even index notation, already used by De Morgan in 1836, includes all the successive coefficients of the polynomials, , , , , , , and so forth, allowing the use of the summation symbol as in
[TABLE]
We can simplify this further with the representative symbolic notation introduced by the Rev. John Blissard in a series of articles on “Generic Equations” published during the 1860s in the Quarterly Journal of Mathematics edited by Arthur Cayley and J.J. Sylvester. This notation was quickly adopted by Lucas (1870s) and Cesàro (1880s) and has become standard (Nörlund 1924).
First, any real polynomial of degree can obviously be written with binomial factors as
[TABLE]
Secondly, if we introduce a dummy variable as a representative of the coefficients and agree to downgrade the exponents of to indices after expansion via the binomial theorem (including ), then we can write symbolically
[TABLE]
It is also easily verified that is a symbolic representation of , as it should.
If B is the representative of the Bernoulli numbers, (1) thus becomes
[TABLE]
or, equivalently,
[TABLE]
If we accept the validity of (2), we also obtain immediately by differentation
[TABLE]
This suggests a fast method [30] for computing the numeric coefficients of the polynomials , increasing successively the exponent by unity from : add to the anti-derivative of a last linear term , choosing so that . Thus, from ,
[TABLE]
This also works for the original Bernoulli , but the sum of the coefficients must now be instead of [math], since adding to changes the sign of the second term on the right of (1).
The usual convention of summing up to can be justified by an asymmetric property of finite differences and the convenience of having all the Bernoulli polynomials symmetric or antisymmetric about . On the other hand, as noted by Lucas and Cesàro, symbolic formulas are simpler and more natural with , such as (Cesàro, 1880) or (Yiping Yu, 2012). Adopting the usual notation with often implies the addition of an extra sign factor only needed for as in .
Throughout the 19th century, only the positive coefficients with consecutive indices in the Bernoulli formula were most often considered, and usually defined via the Euler identity
[TABLE]
With this 19th century notation, the Bernoulli rule (De Moivre recurrence) was written as
[TABLE]
The Blissard representative notation gives us more concise and mnemonic recurrence formulas :
[TABLE]
2. Proofs that Jacob Bernoulli could have provided
In his 1893 treatise “Vorlesungen über die Bernoullischen Zahlen”, Louis Saaltschütz noted that he was not aware, two centuries later, of anyone using the original definition of Bernoulli to prove the sum of powers formula, given the availability of the clever and powerful generating function approach of Euler. Saaltschütz pointed out the following particular properties as needing justification:
- (1)
The can be expressed by polynomials of degree in the variable . 2. (2)
The are constants invariant with respect to the exponent . 3. (3)
The are zero for and all terms in have the parity of if . 4. (4)
The alternate in sign for .
This section fills the gap in a shorter fashion than Saaltschütz did in the first chapter of his book. Let us start by assembling the following table, using current notations with .
[TABLE]
The ––recurrence (B), discovered by Pascal around 1654, comes from a telescoping sum :
[TABLE]
By induction using (B) and (C), is therefore a polynomial of degree without constant term in the variable , proving (D) and also giving .
The ––recurrence (E) is equivalent to the definition (A) and remains valid for , since the difference of the two sides of its equation is a polynomial vanishing for all . This yields from ; and we have by the definition (A), proving (F).
Since , is well defined in (G). Dividing the ––recurrence (B) by and then setting yields the –recurrence (H), since is the coefficient of in by (G). The –recurrence (H) has a unique solution, which shows the invariance of the with respect to the exponent .
The values in (I) are obtained from (C) or from (H).
We will now deduce (J) from (H), by induction on for a fixed . First, (J) is verified for all when since both sides vanish by (F). Next, if (J) is true for a fixed and a certain , then (J) is also true for , from the –recurrence (H) and the ––recurrence (E) :
[TABLE]
Next, repeated applications of the --recurrence (E) starting with negative , given the value of from (F), prove the parity property (L), from which (K) follows by (G).
[TABLE]
This concludes the justification of our table, and we can boast of having proven an infinity of formulas for the sums of powers in one page and a quarter, using only the binomial theorem.
The alternating sign property can be proven by the following Abel integral formula, equivalent to the Euler equation ,
[TABLE]
Next, we convert the previous table to the conventions used by Jacob Bernoulli, Euler, and Saaltschütz, but we will replace by and by , including again null coefficients.
[TABLE]
Assuming the validity of the first table, the justification of this second table is immediate since, for ,
[TABLE]
The ––recurrence () is the symbolic form of the one presented without proof by Bernoulli, and the –recurrence () follows after dividing by and then setting .
We note that from and , divides if .
Alternatively, Jacob Bernoulli could have used a simple induction to justify directly his general formula noted by in the preceeding table, should he have felt the need to provide a formal proof. Let us take his crucial rule for extending the list of numbers as a definition, and assume that for a fixed integer , the numbers have been choosen so as to satisfy the formula for and the successive powers , so that
[TABLE]
or [10], replacing by , noting that and that empty sums are zero by convention,
[TABLE]
Now we can suppose by induction on that the formula has been verified for this fixed power and a certain , and we consider the next case .
[TABLE]
Thus the formula is also valid for , which completes its proof by induction on the variable for a fixed integer power , using the original definition of the Bernoulli numbers.
In summary, the Bernoulli general formula is valid for all if and only if it is valid for , and we note that only the Newton binomial theorem was required here. A 2014 book by Arakawa, Ibukiyama, and Kaneko also adopts the convention but uses instead Taylor’s theorem for polynomials for the proof of , a calculus method dating back to an 1846 note by Arndt [2].
Finally, we present the exponential generating function proof of formula for , based on the Euler definition of the Bernoulli numbers as Maclaurin coefficients of his very special function,
[TABLE]
This more advanced method elegantly deduces at once formula for all as follows.
[TABLE]
The proof of formula for would be similar, using the original Euler definition,
[TABLE]
3. Equivalent definitions
Many different equations involve the Bernoulli numbers, in particular the even indexed , and some yield equivalent definitions [21]. Currently, the first two in the following table are used most often (“E.G.F.” means “exponential generating function”). We use the Blissard representative notation for power series and current conventions with , so that .
[TABLE]
The “Blissard calculus” formula, not attributed in [31, p. 82], gives a simple example of his symbolic manipulations. With in his symbolic Euler E.G.F., he applies times the operator , and finally sets . “Required to express in direct terms” :
[TABLE]
This uses the differences of . The concise symbolic form is in [9, p. 95].
4. Conclusion
We have shown that the original simple rule provided by Jacob Bernoulli to compute sequentially the Bernoulli numbers (via the De Moivre recurrence) is sufficient to prove many of the well known properties of this sequence of rational numbers, except their alternating signs.
The reference list from the paper itself. Each links out to its DOI / PubMed record.
- 1[1] Tsuneo Arakawa, T. Ibukiyama, and M. Kaneko. Bernoulli numbers and zeta functions . Springer, Tokyo, 2014.
- 2[2] F. Arndt. Entwickelung der Summe der n-ten Potenzen de natürlichen Zahlen nach der Potenzen der Index mittelst de Taylorschen Lehrsatzes. Journal für die Reine und Angewandte Mathematik , 31:249–252, 1846. (Proof of Bernoulli’s formula via Taylor’s theorem for polynomials).
- 3[3] Jacques Bernoulli. Ars Conjectandi . Thurneysen, Bâle, 1713.
- 4[4] Jakob Bernoulli. Wahrscheinlichkeitsrechnung (Ars Conjectandi) . Engelman, Leipzig, 1899. (Uebersetzt von R. Haussner).
- 5[5] Jakob Bernoulli. The Art of Conjecturing, together with Letter to a Friend on Sets in Court Tennis . John Hopkins, Baltimore, 2006. (Translated by Edith Sylla).
- 6[6] James Bernoulli. The Doctrine of Permutations and Combinations . B. and J. White, London, 1795. (Translated by Francis Maseres).
- 7[7] John Blissard. Theory of generic equations. Quart. J. Pure Appl. Math. , 4:279–305, 1861.
- 8[8] John Blissard. Theory of generic equations. Quart. J. Pure Appl. Math. , 5:58–75, 1862.
