Equivalence relations partition sets into disjoint classes of "equivalent" elements. This fundamental concept underlies quotient spaces in linear algebra, modular arithmetic, and the construction of new algebraic structures from old ones.
The concept of equivalence relations emerged in the late 19th century as mathematicians sought to formalize the notion of "sameness up to some property."
Gauss (1801) introduced modular arithmetic in Disquisitiones Arithmeticae, using congruence to classify integers—an early example of equivalence relations.
Dedekind and Cantor developed set theory in the 1870s-1880s, providing the language for relations and partitions.
Emmy Noether (1920s) championed the abstract approach, using quotient structures systematically in algebra. Today, equivalence relations are foundational in every area of mathematics.
A relation is a way of associating elements of a set with each other. We start with the general concept before specializing to equivalence relations.
A relation on a set is a subset .
If , we write or and say " is related to ."
A relation on is:
Consider the relation "≤" on :
Since ≤ is not symmetric, it's not an equivalence relation.
Relations with different property combinations have special names:
A relation is antisymmetric if:
Note: antisymmetry is NOT the same as "not symmetric."
On , the divisibility relation is:
So divisibility is a partial order, not an equivalence relation.
An equivalence relation on a set is a relation that is reflexive, symmetric, and transitive.
On , define iff .
This is the equivalence relation behind modular arithmetic.
Given an equivalence relation on , the equivalence class of is:
Any element of is called a representative of the class.
In with congruence mod 3:
Note that , , etc.
On , define iff .
Equivalence classes: for , and .
On , define iff and leave the same remainder when divided by 5.
This is an equivalence relation with 5 classes:
For any equivalence relation:
On the set of matrices over , define iff for some invertible .
This is an equivalence relation (similarity):
Similar matrices share eigenvalues, trace, determinant, and rank.
On the class of groups, define iff (isomorphic).
This is an equivalence relation on groups. Each class contains all groups with the same structure.
Equivalence relations allow us to ignore irrelevant differences and focus on essential structure. "Same up to isomorphism," "same up to similarity," and "same up to a constant" are all examples of this powerful idea.
Let be an equivalence relation on . For any :
Equivalently, either or .
Suppose . Then and .
By symmetry, . By transitivity, .
Now take any . Then . Since (symmetry) and , we have (transitivity), so .
Thus . By a symmetric argument, .
A partition of a set is a collection of non-empty subsets of such that:
There is a bijective correspondence between equivalence relations on and partitions of .
Equivalence → Partition:
Partition → Equivalence:
The partition of into even and odd integers:
This corresponds to the equivalence relation iff .
Let . The following are valid partitions:
The following are NOT valid partitions of :
For a finite set with , the number of partitions is finite (the Bell number ).
For an infinite set, there are uncountably many equivalence relations.
A partition is a refinement of partition if every part of is contained in some part of .
Equivalently, is "finer" and is "coarser."
The partitions of a set form a lattice under refinement. The finest partition is (equality). The coarsest is (everything equivalent).
On , the partition (odd/even) is coarser than .
The second partition refines the first: every part of the second is contained in a part of the first.
Given two partitions and :
If corresponds to and to , then the meet partition corresponds to the intersection of relations (as subsets of ).
The quotient set of by is the set of all equivalence classes:
The quotient (or ) is:
This has exactly elements. Operations on are induced from :
When defining operations on quotient sets, we must verify well-definedness: the result should not depend on which representative we choose.
For : if and , we need . This works because and implies .
The map defined by is a surjection called the canonical projection.
If is a function such that , then there exists a unique function such that .
Define .
Well-defined: If , then , so by assumption.
Unique: If also satisfies , then .
The function from Theorem 1.4 is called the function induced by on the quotient.
Let be .
This induces with .
In fact, is an isomorphism!
Consider with iff .
The equivalence classes are:
So has exactly 2 elements.
If is finite and has equivalence classes, then .
If all classes have the same size , then .
The notation means "quotient of by ." For modular arithmetic, or denotes the quotient by congruence mod .
The circle can be viewed as the quotient , where iff .
Each equivalence class is , with unique representative in .
The Bell number counts the number of partitions (equivalently, equivalence relations) on an -element set.
The first few Bell numbers are:
Bell numbers satisfy:
Consider where element goes in a partition of .
Choose elements from to be in the same class as : ways.
Partition the remaining elements: ways.
Wait—the recurrence uses , not . By substitution , we get the standard form.
The Stirling number of the second kind counts partitions of an -element set into exactly non-empty parts.
List all partitions of :
Total: .
The Bell numbers can be computed as:
The Stirling numbers for partitions of a 4-element set:
Check: . ✓
In linear algebra, if is a vector space and is a subspace, we define an equivalence relation:
The equivalence classes are cosets:
The quotient set becomes a vector space (the quotient space) with operations:
We will study this in detail in LA-2.5: Direct Sums & Quotient Spaces.
If is finite-dimensional and is a subspace, then:
Let and (the -plane).
The cosets are horizontal planes: for each .
. Indeed, .
In group theory, if is a normal subgroup, define:
The equivalence classes are cosets , and is a group.
Let and (the -axis).
Two vectors are equivalent iff they have the same -coordinate:
Each equivalence class is a horizontal line. The quotient .
For a linear map , define .
This is an equivalence relation with classes .
The First Isomorphism Theorem states:
Consider the projection with .
(the -axis).
By the First Isomorphism Theorem:
The vector space operations on are well-defined because if and (i.e., ), then:
Problem: Is the relation " and have the same last digit" an equivalence relation on ?
Solution:
Yes, it's an equivalence relation with 10 equivalence classes (one for each digit 0-9).
Problem: On , define iff . Is this an equivalence relation?
Solution:
No, it's not reflexive, so it's not an equivalence relation.
Problem: On , define iff . Describe .
Solution:
The equivalence class consists of all numbers differing from by an integer:
Each class has exactly one representative in .
So with endpoints identified—this is a circle!
Problem: On the set , define iff . How many equivalence classes are there?
Solution:
There are 3 equivalence classes.
Problem: On , is well-defined?
Solution: We need: if , then .
If , then for some .
So , which means . ✓
Yes, is well-defined.
Problem: On , is well-defined?
Solution: Check: , so we need .
and . ✓
Check another: , so we need .
and . ✓
After checking all cases, yes, is well-defined on .
Problem: In , prove that .
Solution: We need to show .
, and . ✓
Therefore .
Problem: Find all distinct equivalence classes in .
Solution: Every integer is congruent to exactly one of mod 7.
The distinct classes are:
There are exactly 7 equivalence classes in .
Problem: Let with . Define iff . Describe the equivalence classes.
Solution: iff iff .
The equivalence classes are:
Problem: On the set of lines in , define iff (including ). Is this an equivalence relation?
Solution:
Yes! Each equivalence class consists of all lines with a given slope (a "direction").
An equivalence relation must be reflexive, symmetric, AND transitive. Failing any one means it's not an equivalence relation. Always check all three!
Transitivity says: if AND , then . The middle element must be the same in both conditions!
Equivalence classes partition the set, but they need not have equal cardinality. For example, on , the partition has classes of size 3 and 2.
When defining a function on a quotient set , you MUST check that the output doesn't depend on the representative. If , you need .
is a SET. You can have (an element is in a class), but is nonsense. If , then .
Equivalence relation = reflexive + symmetric + transitive. It formalizes "sameness up to some property."
Equivalence relations ↔ Partitions. The equivalence classes form a partition; every partition defines an equivalence relation.
is the set of equivalence classes. Operations on that respect induce operations on .
Quotient spaces use the equivalence . The dimension drops: .
Quotient spaces V/W are constructed using equivalence relations: v ~ u iff v - u ∈ W. The equivalence classes [v] = v + W are the elements of V/W. This construction is fundamental for the First Isomorphism Theorem.
An equivalence class is a single piece of a partition—all elements equivalent to a given element. A partition is the collection of all equivalence classes, which together cover the entire set with no overlaps.
No! This is a key theorem. If [a] and [b] share any element, then [a] = [b]. Equivalence classes are either identical or disjoint—there's no middle ground.
A function f: S/∼ → T is well-defined if f([a]) doesn't depend on the representative chosen. If a ~ b, we need f([a]) = f([b]). This is crucial when working with quotient spaces.
ℤₙ is the quotient ℤ/nℤ where the equivalence relation is a ~ b iff n | (a-b). The equivalence classes are [0], [1], ..., [n-1]. Addition and multiplication are well-defined on these classes.
The Bell number Bₙ counts the number of partitions (equivalently, equivalence relations) on an n-element set. B₀=1, B₁=1, B₂=2, B₃=5, B₄=15, B₅=52. They grow very rapidly.
Equality is the finest equivalence relation: a ~ b iff a = b. General equivalence relations are 'coarser'—they identify more elements as 'equivalent' even if they're not literally equal.
A congruence is an equivalence relation that respects algebraic operations. For groups, a ~ b means ab⁻¹ ∈ N for a normal subgroup N. The quotient G/N inherits a group structure.
Every function f: A → B induces an equivalence relation: a ~ a' iff f(a) = f(a'). The equivalence classes are the fibers f⁻¹(b). Conversely, functions on A/~ correspond to functions that are constant on equivalence classes.
In topology, given an equivalence relation on a space X, the quotient space X/~ has the finest topology making the projection π: X → X/~ continuous. This extends the algebraic quotient to topological spaces.