Special functions · Number theory
Jacob Bernoulli wanted a formula for \( 1^n + 2^n + \cdots + m^n \) for every power \(n\). He found one, and in it appeared a mysterious sequence of rational numbers: \( 1, -\frac12, \frac16, 0, -\frac1{30}, 0, \frac1{42}, \dots \). These Bernoulli numbers later turned up in Taylor series, in the Euler–Maclaurin formula, and in the values of the zeta function. This post introduces them the modern way, through a generating function, and shows how to compute them and use them.
The idea: pack an infinite sequence into one function, as the coefficients of its power series in \(t\). One closed-form function then "remembers" the whole sequence, and manipulations of the function (multiplying, differentiating, substituting) translate into identities for the sequence. To recover \(\varphi_n\), expand \(G\) in powers of \(t\): \( \varphi_n(x) = \frac{1}{n!}\frac{\partial^nG}{\partial t^n}(0, x) \).
So, in the modern normalization,
\[ \frac{t\,e^{tx}}{e^t - 1} = \sum_{n=0}^\infty B_n(x)\,\frac{t^n}{n!}. \]The first few polynomials (obtained by expanding, or from Section 4):
\[ B_0(x) = 1, \quad B_1(x) = x - \tfrac12, \quad B_2(x) = x^2 - x + \tfrac16, \quad B_3(x) = x^3 - \tfrac32x^2 + \tfrac12x, \quad B_4(x) = x^4 - 2x^3 + x^2 - \tfrac1{30}. \]The Bernoulli numbers are the values at \(x = 0\): \( B_n = B_n(0) \). Putting \(x = 0\) in the generating function:
Multiply \( \frac{x}{e^x - 1} = \sum\frac{B_k}{k!}x^k \) by \( e^x - 1 = \sum_{j\ge1}\frac{x^j}{j!} \) and compare coefficients of \(x^n\) on both sides of \( x = (e^x - 1)\sum\frac{B_k}{k!}x^k \). This gives the recurrence
\[ \sum_{k=0}^{n-1}\binom nk B_k = 0 \quad (n \ge 2), \qquad B_0 = 1. \]| \(n\) | 0 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| \(B_n\) | \(1\) | \(-\frac12\) | \(\frac16\) | \(0\) | \(-\frac1{30}\) | \(0\) | \(\frac1{42}\) | \(0\) | \(-\frac1{30}\) | \(0\) | \(\frac5{66}\) |
Why the odd ones vanish (from \(B_3\) on): the function \( \frac{x}{e^x - 1} + \frac x2 = \frac x2\cdot\frac{e^x + 1}{e^x - 1} = \frac x2\coth\frac x2 \) is even. So after removing the term \( B_1x = -\frac x2 \), only even powers remain. The nonzero ones alternate in sign, and they eventually grow very fast: \( |B_{2k}| \approx \frac{4\sqrt{\pi k}}{(\pi e)^{2k}}(2k)^{2k} \). For example \( B_{30} \approx 6\cdot10^{8} \).
Why: the generating function is a product: \( \frac{te^{tx}}{e^t - 1} = \frac{t}{e^t - 1}\cdot e^{tx} = \Big(\sum_k B_k\frac{t^k}{k!}\Big)\Big(\sum_j x^j\frac{t^j}{j!}\Big) \). The coefficient of \(\frac{t^n}{n!}\) in the product is \( \sum_k\binom nkB_kx^{n-k} \), exactly the binomial expansion with \(B^k \to B_k\). This "pretend \(B\) is a number and lower the exponents at the end" trick is called the umbral (shadow) calculus. (In the book's normalization, the same formula reads \( n!\,B_n(x) = (B + x)^n \).)
The recurrence of Section 3 is itself umbral: it says \( (B + 1)^n = B^n \) for \(n \ge 2\), i.e. \( B_n(1) = B_n(0) \).
All of the following follow from simple manipulations of the generating function (modern normalization):
| Property | Formula | From the generating function |
|---|---|---|
| Derivative | \( B_n'(x) = nB_{n-1}(x) \) | \(\partial_x\) multiplies \(G\) by \(t\) |
| Difference | \( B_n(x + 1) - B_n(x) = nx^{n-1} \) | \( G(t, x + 1) - G(t, x) = te^{tx} \) |
| Symmetry | \( B_n(1 - x) = (-1)^nB_n(x) \) | \( G(-t, 1 - x) = G(t, x) \) |
| Mean value | \( \int_0^1B_n(x)\,dx = 0 \) (\(n \ge 1\)) | \( \int_0^1G\,dx = 1 \) |
| Endpoints | \( B_n(1) = B_n(0) = B_n \) (\(n \ge 2\)) | difference formula at \(x = 0\) |
The first property makes Bernoulli polynomials an Appell sequence, like the powers \(x^n\) themselves; the second is the one that powers sums of powers.
Bernoulli's original problem. Sum the difference formula \( B_{n+1}(k + 1) - B_{n+1}(k) = (n + 1)k^n \) over \(k = 0, 1, \dots, m - 1\): the left side telescopes, so
Bernoulli was proud that his formula let him compute \( 1^{10} + 2^{10} + \cdots + 1000^{10} \) "in half a quarter of an hour". The same mechanism, applied to sums \(\sum f(k)\) of general smooth functions, gives the Euler–Maclaurin formula, which compares sums with integrals and has Bernoulli numbers as its correction coefficients.
The poles of \( \frac{x}{e^x - 1} \) at \( x = \pm2\pi i, \pm4\pi i, \dots \) determine how fast its Taylor coefficients grow, and expanding by partial fractions (\( \frac x2\coth\frac x2 = 1 + 2\sum_{k\ge1}\frac{x^2}{x^2 + 4\pi^2k^2} \)) links them to sums of \(\frac{1}{k^{2n}}\). The result, in the modern convention:
\[ \zeta(2n) = \frac{(-1)^{n+1}B_{2n}(2\pi)^{2n}}{2\,(2n)!}. \]For \(n = 1\): \( \frac{\frac16\cdot4\pi^2}{4} = \frac{\pi^2}{6} \); for \(n = 2\): \( \frac{\frac1{30}\cdot16\pi^4}{48} = \frac{\pi^4}{90} \). This is the formula from the post on the zeta function, now written with modern Bernoulli numbers. It also shows that the \(B_{2n}\) alternate in sign and grow like \( \frac{2(2n)!}{(2\pi)^{2n}} \), since \(\zeta(2n) \to 1\).
| Concept | Formula (modern normalization) |
|---|---|
| Generating function | \( \frac{te^{tx}}{e^t - 1} = \sum B_n(x)\frac{t^n}{n!} \), \(|t| < 2\pi\) |
| Bernoulli numbers | \( \frac{x}{e^x - 1} = \sum B_n\frac{x^n}{n!} \); \( \sum_{k<n}\binom nkB_k = 0 \) |
| Values | \(1, -\frac12, \frac16, 0, -\frac1{30}, 0, \frac1{42}, \dots\); \(B_{2k+1} = 0\) for \(k \ge 1\) |
| Polynomials | \( B_n(x) = \sum\binom nkB_kx^{n-k} = (B + x)^n \) |
| Key properties | \( B_n' = nB_{n-1} \), \( B_n(x + 1) - B_n(x) = nx^{n-1} \) |
| Sums of powers | \( \sum_{k=0}^{m-1}k^n = \frac{B_{n+1}(m) - B_{n+1}}{n + 1} \) |
| Zeta | \( \zeta(2n) = \frac{(-1)^{n+1}B_{2n}(2\pi)^{2n}}{2(2n)!} \) |
| Book's normalization | book's \(B_n(x)\) = (modern \(B_n(x)\)) / \(n!\) |
Try each one before opening the solution. More solved problems from this topic are in Series.
\(n = 7\): \( B_0 + 7B_1 + 21B_2 + 35B_3 + 35B_4 + 21B_5 + 7B_6 = 0 \): \( 1 - \frac72 + \frac72 + 0 - \frac76 + 0 + 7B_6 = 0 \), so \( 7B_6 = \frac16 \), \( B_6 = \frac1{42} \).
\( B_2 + 2B_1x + x^2 = \frac16 - x + x^2 \). Derivative \( 2x - 1 = 2(x - \frac12) \). ✓
\( n = 1 \): \( \frac{B_2(m) - B_2}{2} = \frac{m^2 - m}{2} \).
\( \frac13 - \frac12 + \frac16 = 0 \). ✓
\( \frac{\frac1{42}(2\pi)^6}{2\cdot720} = \frac{64\pi^6}{60480} = \frac{\pi^6}{945} \).
\(1\), \( x - \frac12 \), \( \frac12\big(x^2 - x + \frac16\big) \), \( \frac16\big(x^3 - \frac32x^2 + \frac12x\big) \). They satisfy \( \frac{te^{tx}}{e^t - 1} = \sum B_n(x)t^n \).
A single function, \( \frac{te^{tx}}{e^t - 1} \), contains the whole theory. Expanding it in \(t\) defines the Bernoulli polynomials; setting \(x = 0\) gives the Bernoulli numbers; multiplying generating functions explains the symbolic formula \((B + x)^n\); shifting \(x\) by \(1\) gives the difference equation, and with it Bernoulli's formula for sums of powers. The same numbers then reappear in Euler–Maclaurin summation and in the values \(\zeta(2n)\). Mind the conventions, though: the factor \(n!\) and the sign of \(B_1\) vary from book to book.
Related posts: the hypergeometric and zeta functions, power series, and Taylor's formula.