Abstract
We explore a recently opened approach to the study of zeta functions, namely the approach of fractional calculus. By utilising the machinery of fractional derivatives and integrals, which have rarely been applied in analytic number theory before, we are able to obtain some fractional differential relations and finally a partial differential equation of fractional type which is satisfied by the Lerch zeta function.
Similar content being viewed by others
Avoid common mistakes on your manuscript.
1 Introduction and preliminaries
The Riemann zeta function is one of the most important functions in the field of analytic number theory. It is the subject of the famous Riemann hypothesis, as well as the Lindelöf hypothesis and several other unsolved mathematical problems, and its properties contain the key to describing the distribution of the prime numbers, which in turn is important in cryptography and computer security. For detailed discussion of this function and its significance, we refer to textbooks such as [1,2,3].
The Riemann zeta function is usually denoted by \(\zeta (s)\) where \(s=\sigma +it\) is a complex variable. In the right half plane \(\sigma >1\), the function is defined by
Its definition for the remainder of the complex plane is given by analytic continuation in the variable s. There is a functional equation which relates \(\zeta (s)\) with \(\zeta (1-s)\) in an elementary way, and the most interesting and unknown range of values is given by \(0<\sigma <1\), the so-called “critical strip”.
There are many generalisations of the Riemann zeta function, such as the Dirichlet L-functions in number theory, and the Hurwitz and Lerch zeta functions which are again analytic functions of complex variables. We are going to focus on the latter functions, whose definitions we borrow from [4]. The Hurwitz zeta function is defined by
and by analytic continuation for all \(s\in \mathbb {C}\backslash \{1\}\), while the Lerch zeta function is defined by
and by analytic continuation for (t, x, s) in larger domains, extending to a universal cover of the manifold \(\mathbb {C} \backslash \mathbb {Z}\times \mathbb {C}\backslash \mathbb {Z}_0^-\times \mathbb {C}\) (see [4] for details). As one could have expected, the Riemann, Hurwitz, and Lerch zeta functions are related by the following identities:
Not only the Riemann zeta function, but also its extensions such as the Hurwitz and Lerch zeta functions, have been the subject of many analytic studies. In particular, a recent paper [5] of the first author established a new formula for the Lerch zeta function (hence also the Hurwitz and Riemann zeta functions as special cases) in terms of fractional calculus. This formula is reproduced in Theorem 2.2 below, but first we shall introduce some main concepts and important properties of fractional calculus.
Fractional derivatives and integrals are the operators which emerge from the notion of the nth derivative or nth repeated integral when n is no longer an integer. The theory of these operators has discovered many applications, for example in the study of special functions as well as in physics, biology, and engineering [6,7,8], but they have very rarely been applied in analytic number theory. There is a lot of undiscovered potential lying in the connection between these two fields—fractional calculus and analytic number theory – since they can both be understood from the viewpoint of mathematical analysis and then combined in a natural way.
Several different proposals exist for how to define the operators of fractional differentiation and integration, which can be classified into broad classes of “fractional operators” [9], including integral operators with various kernel functions [10] and differentiation operators with respect to monotonic functions [6, Section 18], among others.
We shall focus here on the definition of fractional calculus which is generally seen as the most fundamental and important, namely the Riemann–Liouville definition. Then, fractional integrals are defined by
where a is a constant of integration. (In this paper, we shall usually take \(a=-\infty \) for a semi-infinite interval of integration.) Fractional derivatives are defined by
and we shall use the convention that so that the expression is defined for all \(\nu \) in the whole complex plane. We sometimes call this expression a fractional differintegral, this term covering both derivatives and integrals.
It is also possible to define the right-handed version of Riemann–Liouville fractional calculus, which can be viewed as fractional powers of the operators \(\int _t^b\) and \(-\frac{\mathrm {d}}{\mathrm {d}t}\) instead of the operators \(\int _a^t\) and \(\frac{\mathrm {d}}{\mathrm {d}t}\). In this case, the formulae are
where b is a constant of integration. In the special case that \(b=\infty \), for a semi-infinite interval of integration, this type of fractional calculus is called Weyl fractional calculus [7]. There is a simple relationship between and which is given by changing the sign of the variable t [7].
The operators of Riemann–Liouville and Weyl fractional calculus have many interesting properties, and their theory is covered in depth in several textbooks such as [6,7,8]. In particular, we would like to mention the generalised Leibniz rule for fractional derivatives and integrals, as follows.
Theorem 1.1
([11, 12]). If f(z) and g(z) are two analytic functions on \(\mathbb {C}\), then the fractional differintegral of their product is given by
for any \(\mu ,\nu \in \mathbb {C}\) with \(\nu \not \in \mathbb {Z}^-\).
As a special case of this Theorem, putting \(\mu =0\), we get the most natural generalisation of the original Leibniz rule for repeated derivatives:
The symmetry between f and g in this expression (1.4), however, is not clear, while it is clear in the more general expression (1.3).
Additionally, the same results (1.3) and (1.4) are also valid for the right-handed differintegrals , and in particular for the Weyl fractional calculus given by \(b=\infty \).
In a recent paper of the first author [5], a new connection was established between zeta functions and fractional calculus. The first such connection was discovered by J.B. Keiper in 1975 [13], and further connections have been studied by others, but the paper [5] was the first to discover an expression for the Riemann zeta function \(\zeta (s)\) as a fractional differintegral which is valid even for s in the critical strip . Here, we use these results as a starting point and continue with further investigation of the Lerch zeta function from the viewpoint of fractional calculus.
In Sect. 2, we revisit the results of [5], provide a correction to the domain of validity, and prove a related result involving Weyl fractional calculus. In Sects. 3 and 4, we consider partial fractional differintegration with respect to t and x respectively of the formula (2.2). In Sect. 5, we combine the results of the previous two sections to obtain an infinite-order partial fractional differential equation which is satisfied by the Lerch zeta function.
2 Revisiting the results of [5]
It is necessary to correct an omission in the paper [5] in the assumptions on certain variables. The correct statement of [5, Lemma 1.2] is as follows.
Lemma 2.1
For \(\alpha ,k\in \mathbb {C}\) with ,
where complex power functions are defined by the principal branch.
Proof
We first assume , an assumption we will remove later by analytic continuation. Then, substituting \(v=kt-k\tau \), we have
This integral can be deformed to the usual gamma-function integral from 0 to \(\infty \), but only under the assumption that , or, by Jordan’s lemma, . \(\square \)
Due to the extra assumption required in the above lemma, the main result of [5] also requires an extra assumption on the variable x. We state the correct form as follows, as it is our main starting point for this paper.
Theorem 2.2
([5]). The Lerch zeta function can be written as
for any complex numbers s, x, t satisfying and , \(x\not \in (-\infty ,0]\).
In the original paper [5], this result was stated without the assumption. In the case , however, we do have an analogous result, which involves right-handed differintegrals or Weyl differintegrals. This is derived as follows, starting with a lemma analogous to Lemma 2.1 above.
Lemma 2.3
For \(\alpha ,k\in \mathbb {C}\) with ,
where complex power functions are defined by the principal branch.
Proof
We first assume , an assumption we will remove later by analytic continuation. Then, substituting \(v=kt-k\tau \) as before, we have
This integral can be deformed to the usual gamma-function integral from 0 to \(\infty \), but only under the assumption that , or, by Jordan’s lemma, . \(\square \)
Theorem 2.4
The Lerch zeta function can be written as
for any complex numbers s, x, t satisfying and , \(x\not \in (-\infty ,0]\).
Proof
The method of proof is exactly the same as in [5]. We start from the series definition (1.2) of the Lerch zeta function and follow the argument of [5, Theorem 2.1]:
provided that for the Weyl differintegration of the exponential function. The result is now proved under the assumptions , , , and . The remaining argument, using analytic continuation to remove these assumptions, is exactly as in [5]. \(\square \)
The original work of [5] demonstrated that the formula (2.2) is consistent with certain other properties of the Lerch zeta function. Now, we shall take this work to the next stage by using the result of Theorem 2.2 to prove further results on fractional derivatives of the Lerch zeta function, which can be written in the form of fractional partial differential equations satisfied by this function.
3 Partial derivatives with respect to \(\varvec{t}\)
Before stating the main result of this section, we shall motivate it by deriving it in an unrigorous way using the series (1.2) for the Lerch zeta function. Our aim here is to find an expression for the fractional derivative with respect to t of the Lerch zeta function L(t, x, s). Starting from the series (1.2), we can think in the following way:
Using the binomial theorem, we have
and therefore
The above derivation is neat but not rigorous. We have interchanged the order of fractional differintegration and summation; we have interchanged the two infinite series over m and n; and we have not considered the restrictions on parameters necessary for all these series to converge. The final result, however, is valid, and more easily proved by using Theorem 2.2, as follows.
Theorem 3.1
For any \(\alpha \in \mathbb {C}\), the Lerch zeta function satisfies the identity
for , , \(x\not \in (-\infty ,0]\), and , and also for any t, x, s such that both sides converge.
Proof
We start from the expression (2.2) for the Lerch zeta function, and use the fractional Leibniz rule (1.3) for fractional differintegrals of products:
Here we have assumed that , so that the composition of fractional differintegrals works smoothly without extra initial value terms, as well as the restrictions on t and x from Theorem 2.2. But these conditions can be removed by analytic continuation, provided that both sides of the identity are well-defined and analytic. \(\square \)
Theorem 3.2
For any \(\alpha \in \mathbb {C}\), the Lerch zeta function satisfies the identity
for , , , and , and also for any t, x, s such that both sides converge.
Proof
The argument goes in exactly the same way as for Theorem 3.1,with all powers of \(2\pi i\) replaced by the corresponding powers of \(-2\pi i\) andvice versa. \(\square \)
4 Partial derivatives with respect to \(\varvec{x}\)
Lemma 4.1
For any \(k\in \mathbb {N}\) and t, x, s in the domain of analyticity of the Lerch zeta function,
Proof
First of all, we note that applying the fractional Leibniz rule (1.3) with \(\mu =0\) and \(g(z)=1\) gives the following neat identity:
For the proof, we start with \(k=1\) and use the expression (2.2) for the Lerch zeta function:
where in the third line we used the identity (4.1). The result for general k follows by finite descent:
The above argument relies on the result of Theorem 2.2, with the associated restrictions on t, x, s. However, these restrictions can be removed for the final result by analytic continuation. \(\square \)
Remark 4.2
The result of Lemma 4.1 could also be shown directly from the series definition of the Lerch zeta function, using analytic continuation again to extend the result beyond the domains specified in (1.2). This is why we have called the result a lemma rather than a theorem. The purpose of including the above proof is to showcase the usage of the fractional formula for the Lerch zeta function, in preparation for the similar but harder proof of Theorem 4.3, which does require the usage of fractional calculus. Note that the result of Theorem 4.3 below generalises the result of Lemma 4.1; the extra \(e^{-i\pi \alpha }\) appearing in the general result is because the fractional derivative used is right-handed.
Theorem 4.3
For any \(\alpha \in \mathbb {C}\), the Lerch zeta function satisfies the identity
for any t, x, s such that this fractional derivative exists.
Proof
We start from (2.2) as usual, and use the general fractional Leibniz rule (1.3) twice with respect to x in the following manipulations:
where \(\beta \) and \(\gamma \) are the arbitrary parameters from Theorem 1.1 (denoted there as \(\mu \)). The free choice of these two parameters will enable us to prove the theorem.
Note that in the above manipulation we have assumed that the fractional differintegration of exponential functions works in the way of Lemma 2.3. This assumption will be justified later, after we have fixed the values of \(\beta \) and \(\gamma \).
Firstly, we choose \(\beta = \gamma + n\):
Swapping k with \(-k\), we get the following:
Next, we choose \(\gamma = \alpha \):
Swapping n with \(-n\), we get the following:
Setting \(m=n+k\) to simplify:
But since
we have that
We now note that, at the beginning of the proof, the differintegral to order \(\alpha -\gamma -n\) was actually a standard repeated derivative since \(\alpha =\gamma \) and \(n\in \mathbb {Z}^-\) (before the swapping of n with \(-n\)). Meanwhile, the differintegration to order \(\gamma +n\) was valid by Lemma 2.3 because by the assumptions of Theorem 2.2. So the result is valid.
Again, the conditions on t, x, s which are required by Theorem 2.2 can be removed by analytic continuation at the end of the proof. \(\square \)
5 A fractional infinite-order partial differential equation
Combining the results of Theorems 3.1 and 4.3, we obtain the following result on the Lerch zeta function.
Theorem 5.1
The Lerch zeta function satisfies the following infinite-order partial fractional differential equation in t and x
or, using Weyl differintegrals only,
Proof
By Theorem 4.3, we have
Substituting this into the results of Theorem 3.1 and Theorem 3.2 yields, respectively, the two stated identities. \(\square \)
6 Conclusions
This paper has been a continuation of the work of [5], whose main result we cited as our Theorem 2.2 above. We have added an extra condition in this theorem which was erroneously omitted in the corresponding result in [5]; however, this does not affect the validity of the expression. Starting from this theorem and the closely related Theorem 2.4 which uses Weyl fractional calculus, we have considered fractional partial derivatives of the Lerch zeta function with respect to both t and x, and in each case, we discovered some functional equation relationships. Combining the results of these partial differentiation studies with respect to t and x, we produced a fractional partial differential equation of infinite order which is satisfied by the Lerch zeta function.
References
Titchmarsh, E.C.: The Theory of the Riemann Zeta Function, 2nd edn. Edited and with a preface by D.R. Heath-Brown. The Clarendon Press, Oxford University Press, New York (1986)
Edwards, H.M.: Riemann’s Zeta Function, 2nd edn. Dover, New York (2001)
Ivić, A.: The Riemann Zeta-Function: Theory and Applications, 2nd edn. Dover, New York (2003)
Lagarias, J.C., Li, W.-C.W.: The Lerch zeta function II. Analytic continuation. Forum Math. 24(1), 49–84 (2012)
A. Fernandez. The Lerch zeta function as a fractional derivative. In: Number Theory Week 2017, pp. 113–124. Banach Center Publ., 118, Polish Acad. Sci. Inst. Math., Warsaw (2019)
Samko, S.G., Kilbas, A.A., Marichev, O.I.: Fractional Integrals and Derivatives: Theory and Applications. Edited and with a foreword by S.M. Nikol’skiĭ. Translated from the 1987 Russian original. Revised by the authors. Gordon and Breach Science Publishers, Yverdon (1993)
Miller, K.S., Ross, B.: An Introduction to the Fractional Calculus and Fractional Differential Equations, 2nd edn. Wiley, New York (1993)
Oldham, K.B., Spanier, J.: The Fractional Calculus. Academic Press, San Diego (1974)
Baleanu, D., Fernandez, A.: On fractional operators and their classifications. Mathematics 7(9), 830 (2019)
Fernandez, A., Özarslan, M.A., Baleanu, D.: On fractional calculus with general analytic kernels. Appl. Math. Comput. 354, 248–265 (2019)
Watanabe, Y.: Notes on the generalized derivative of Riemann-Liouville and its application to Leibniz’s formula. I and II. Tôhoku Math. J. 34(1), 8–41 (1931)
Osler, T.J.: Leibniz rule for fractional derivatives generalized and an application to infinite series. SIAM J. Appl. Math. 18(3), 658–674 (1970)
Keiper, J.B.: Fractional calculus and its relationship to Riemann’s zeta function. Master’s thesis (1975)
Funding
Open Access funding enabled and organized by Projekt DEAL.
Author information
Authors and Affiliations
Corresponding author
Additional information
Publisher's Note
Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
The second author’s work is supported by the Deutscher Akademischer Austauschdienst/German Academic Exchange Service (DAAD)
Rights and permissions
Open Access This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made. The images or other third party material in this article are included in the article’s Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article’s Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/.
About this article
Cite this article
Fernandez, A., Djida, JD. Fractional differential relations for the Lerch zeta function. Arch. Math. 117, 515–527 (2021). https://doi.org/10.1007/s00013-021-01654-5
Received:
Revised:
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1007/s00013-021-01654-5