A New Summation Formula for WP-Bailey Pairs
James Mc Laughlin

TL;DR
This paper introduces a new summation formula for WP-Bailey pairs, deriving novel hypergeometric identities and theta series formulas through limiting cases and transformations, expanding the theoretical framework of basic hypergeometric series.
Contribution
It presents a new summation formula for WP-Bailey pairs and derives related hypergeometric and theta series identities using limiting cases of known transformations.
Findings
New basic hypergeometric summation and transformation formulas.
Derived identities for theta series and Lambert series.
Extension of WP-Bailey pair theory with new summation techniques.
Abstract
Let be a WP-Bailey pair. Assuming the limits exist, let \[ (\alpha_n^*(a),\beta_n^*(a))_{n\geq 1} = \lim_{k \to 1}\left(\alpha_n(a,k),\frac{\beta_n(a,k)}{1-k}\right)_{n\geq 1} \] be the \emph{derived} WP-Bailey pair. By considering a particular limiting case of a transformation due to George Andrews, we derive new basic hypergeometric summation and transformation formulae involving derived WP-Bailey pairs. We then use these formulae to derive new identities for various theta series/products which are expressible in terms of certain types of Lambert series.
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**A NEW SUMMATION FORMULA FOR WP-BAILEY PAIRS ††footnotetext: 2000 Mathematics Subject Classification: 33D15, 11B65
Keywords and Phrases: Bailey pairs, WP-Bailey Chains, WP-Bailey pairs, Lambert Series, Basic Hypergeometric Series. **
James Mc Laughlin
Let be a WP-Bailey pair. Assuming the limits exist, let
[TABLE]
be the derived WP-Bailey pair. By considering a particular limiting case of a transformation due to George Andrews, we derive new basic hypergeometric summation and transformation formulae involving derived WP-Bailey pairs.
We then use these formulae to derive new identities for various theta series/products which are expressible in terms of certain types of Lambert series.
1. Introduction
In the present paper we describe a new transformation involving WP-Bailey pairs, and describe some of the implications of this transformation. In particular, we show how various theta functions which have representations in terms of certain kinds of Lambert series, may also be represented by basic hypergeometric series involving an arbitrary derived WP-Bailey pair. Throughout the paper we employ the usual notations
[TABLE]
and we also assume throughout that .
Before describing the new results, we first discuss some of the background. A WP-Bailey pair is a pair of sequences , satisfying and
[TABLE]
Andrews [1] described two methods (see (0.2) below for more details of one of these methods) of constructing new WP-bailey pairs from existing pairs. This type of construction is termed a WP-Bailey chain, since the process may be iterated to produce a chain of WP-Bailey pairs
[TABLE]
from any initial pair. These two chains together allow a “tree” of WP-Bailey pairs to be generated from a single initial pair.
The implications of these two branches of the WP-Bailey tree were further investigated by Andrews and Berkovich in [2]. Spiridonov [16] derived an elliptic generalization of Andrews first WP-Bailey chain. Four additional branches were added to the WP-Bailey tree by Warnaar [17], two of which had generalizations to the elliptic level. More recently, Liu and Ma [9] introduced the idea of a general WP-Bailey chain, and added one new branch to the WP-Bailey tree. In [11], the authors added three new WP-Bailey chains. Of course the special case of a WP-Bailey pair (a Bailey pair with respect to ) had been studied for some time prior to Andrews’ paper [1], and indeed Bailey pairs were used by Slater [14, 15] to produce her famous list of 130 identities of Rogers-Ramanujan type.
Andrews [1] second WP-Bailey chain may be described as follows. If satisfy (0.1), then so does ,
[TABLE]
It is not difficult to show that (0.2) implies (see Corollary 1 in [12], for example) that if satisfy (0.1), then subject to suitable convergence conditions,
[TABLE]
Indeed, any WP-Bailey chain, including Andrews [1] first chain, those of Warnaar [17], Liu and Ma [9] and Mc Laughlin and Zimmer [11] will lead to a similar transformation relating WP-Bailey pairs.
Beginning with Andrews first WP-Bailey chain, the present author in [10] derived two new types of transformations relating WP-Bailey pairs.
Theorem 1**.**
If is a WP-Bailey pair, then subject to suitable convergence conditions,
[TABLE]
Theorem 2**.**
If is a WP-Bailey pair, then subject to suitable convergence conditions,
[TABLE]
The results in the present paper follow from a certain limiting case of Andrews’ second chain at (0.2) above. The main result of the present paper may be described as follows. Define, for a WP-Bailey pair and ,
[TABLE]
assuming the limits exist. For ease of notation we call such a pair of sequences a derived WP-Bailey pair. Define
[TABLE]
Theorem 3**.**
Let be a WP-Bailey pair and and complex numbers such that all of the derived WP-Bailey pairs below exist. Let be as defined at (0.7) and suppose further that each of series , , , converges. Then
[TABLE]
We remark that one reason this result is of interest is that the right side is independent of the particular WP-Bailey pair employed on the left side. Note also that, on the left side, the series involving are completely separate from those involving , while on the right side and are inseparable in some of the infinite products.
We apply this identity, and others proved below, to derive new series-product identities. For example, if and are non-zero complex numbers such that , , for , and , then
[TABLE]
We also show how various identities relating theta functions to Lambert series may be replaced with a general identity involving an arbitrary derived WP-Bailey pair. For example, Ramanujan’s identity
[TABLE]
leads to the identity
[TABLE]
where is as defined at (0.7) above. Thus any derived pair inserted in (0.7) will lead to an expression for in terms of basic hypergeometric series, and one particular choice (see Corollary 6 below for details) leads to the following identity.
[TABLE]
1. Proof of the Main Identities
The results in the present paper are derived as consequences of letting in (0.3). Before coming to the proofs, we recall the -Gauss sum
[TABLE]
Lemma 1**.**
Let be a WP-Bailey pair and the derived pair. For , , and assuming suitable convergence conditions,
[TABLE]
where
[TABLE]
For later use we note that
[TABLE]
where is as defined at (0.7).
Proof of Lemma 1.
Rewrite (0.3) as
[TABLE]
The left side of (1.2) now follows upon letting . To get the first expression for , use (1.1) to expand the infinite product on the right side as an infinite series (set , and ) and then once again let .
The second expression for follows upon substituting the unit WP-Bailey pair
[TABLE]
into (0.6) and then inserting the resulting derived pair
[TABLE]
on the left side of (1.2).
For the third representation of define
[TABLE]
and then
[TABLE]
and logarithmic differentiation now easily gives the result. ∎
Remark: The first expression for above also follows from inserting the “trivial” WP-Bailey pair
[TABLE]
into (0.6) and then inserting the resulting derived pair
[TABLE]
on the left side of (1.2).
One way of viewing Lemma 1 is as supplying a large number of representations of the difference of Lambert Series
[TABLE]
Indeed, such a representation arises if any pair deriving from a WP-Bailey is inserted in (1.2), assuming the limits exist and the resulting series converge. We give two example below. The first arises from Singh’s WP-Bailey pair [13]:
[TABLE]
This gives the derived pair
[TABLE]
The parameters and are free, but for simplicity we let to get the derived WP-Bailey pair
[TABLE]
The WP-Bailey pair
[TABLE]
provides the derived pair
[TABLE]
Corollary 1**.**
If , , , then
[TABLE]
Proof.
Insert the derived pairs, respectively, at (1.12) and (1.14) into (1.2). ∎
Before proving Theorem 3, we recall the result from Lemma 4 in [10] (this result was previously given by Andrews, Lewis and Liu in [4], using a different labeling for the parameters): if
[TABLE]
then
[TABLE]
Proof of Theorem 3.
Replace with and set in (1.17), to get (after some simple rearrangements) that
[TABLE]
The result now follows, upon noting that (1.16) and (1.4) imply that
[TABLE]
∎
As remarked earlier, any derived WP-Bailey pair may be used in (0.8), providing the various series involved converge. We also remark that the identities in the next two corollaries illustrate the somewhat interesting fact that the series involving on the left side of (0.8) are completely separable from those involving , while and are inseparable in some of the products on the right side of (0.8).
We note that the left side of (0.8) contains sixteen different infinite series, so for space saving reasons we give two example that uses relatively simple derived pairs. Upon inserting the pair at (1.12) in (0.8) and performing some simple collecting and rearranging of terms, the following identity results.
Corollary 2**.**
Let and be non-zero complex numbers such that , , for . Then
[TABLE]
Corollary 3**.**
Let and be non-zero complex numbers such that , , for , and . Then
[TABLE]
Proof.
Insert the derived pair at (1.9) into (0.8). ∎
2. -series/products that are representable in terms of certain Lambert Series
Many -series and -products have been represented by Ramanujan and others in terms of Lambert series of the types encountered earlier. The various expressions for and stated previously now permit these -series and -products to expressed in several ways as basic hypergeometric series, one way for each derived WP-Bailey pair (or arbitrarily many ways, if a derived pair contains one or more free parameters). We give several examples to illustrate the different ways in which this may be accomplished.
Let
[TABLE]
Here we are using the notation for this series employed in [8], where it was shown that
[TABLE]
where , , and
. The series was also studied by Ramanujan, who showed (Entry 18.2.8 of Ramanujan’s Lost Notebook - see [3, page 402]) that
[TABLE]
From this identity we may deduce several representations of in terms of basic hypergeometric series.
Corollary 4**.**
If and , then
[TABLE]
Proof.
From (2.1) it can be seen that , where is as defined at (1.3). The first two equalities follow from the other two representations of that derive from the right side of (1.3). The last two equalities follow from substituting the derived pairs at (1.11) and (1.12) into (the left of (1.2)) (with replaced with and replaced with ). ∎
Recall that
[TABLE]
is one of the theta functions studied extensively by Ramanujan.
Corollary 5**.**
Let and . Then
[TABLE]
Proof.
By Example (iv) in Section 17 of Chapter 17 of Ramanujan’s second notebook (see [5, page 139]),
[TABLE]
so that
[TABLE]
The first equality now follows from (1.3), using the second representations for and .
The second equality is a consequence of letting in the derived pair at (1.11) and substituting the resulting derived pair into the expression for that follows from (0.7).
The third equality is a consequence of letting in the second equality. ∎
For a third example, we recall another identity of Ramanujan (see Entry 3 (i), Chapter 19, page 223 of [5]):
[TABLE]
From (1.4),
[TABLE]
Thus any derived pair inserted in Lemma 1, with replaced with and taking the values will give an expression for containing 8 series. However, for simplicity, we use the pair at (1.7) (so , reducing the 8 series to 4) to get the following identity.
Corollary 6**.**
[TABLE]
There are a number of other identities where theta functions are expressed in terms of certain Lambert series, which may be treated similarly to derive results like those in this section. These include Entry 34 (p.284) in chapter 36 of Ramanujan’s notebooks (see [7, page 374]),
[TABLE]
and others.
3. Concluding Remarks
In the present paper and its companion [10] we considered limiting cases of the two WP-Bailey chains described by Andrews in [1]. There are a number of other WP-Bailey chains described in the literature (see the papers of Warnaar [17], Liu and Ma [9] and Mc Laughlin and Zimmer [11]), and it may be that a similar analysis of some of these chains may also have interesting consequences.
REFERENCES
The reference list from the paper itself. Each links out to its DOI / PubMed record.
- 1[1] G. E. Andrews, Bailey’s transform, lemma, chains and tree. Special functions 2000: current perspective and future directions (Tempe, AZ), 1–22, NATO Sci. Ser. II Math. Phys. Chem., 30 , Kluwer Acad. Publ., Dordrecht, 2001.
- 2[2] G. E. Andrews, A. Berkovich, The WP-Bailey tree and its implications. J. London Math. Soc. (2) 66 (2002), no. 3, 529–549.
- 3[3] G.E. Andrews and B.C. Berndt, “Ramanujan’s Lost Notebook, Part I”, Springer, 2005.
- 4[4] G. E. Andrews, R. Lewis,Z. G. Liu, An identity relating a theta function to a sum of Lambert series. Bull. London Math. Soc. 33 (2001), no. 1, 25–31.
- 5[5] B. C. Berndt, “Ramanujan’s Notebooks, Part III”, Springer-Verlag, New York, 1991.
- 6[6] B. C. Berndt, “Ramanujan’s Notebooks, Part IV”, Springer-Verlag, New York, 1994.
- 7[7] B. C. Berndt, “Ramanujan’s Notebooks, Part V”, Springer-Verlag, New York, 1998.
- 8[8] J. M. Borwein, P. B. Borwein, A cubic counterpart of Jacobi’s identity and the AGM. Trans. Amer. Math. Soc. 323 (1991), no. 2, 691–701.
