Introduction to Mathematica

Mark G. Alford, Washington University Physics Department.

Revised 2017-04-10


This is an introduction to the most basic usage of Mathematica. For more advanced examples, see Mathematica Techniques.

Full documentation is available from The Mathematica website. There are tutorials at Mathematica Resources.

  1. Running Mathematica
    There are two ways to use Mathematica: the Notebook interface and the Command-line interface.
  2. Expressions.

    In Mathematica, each command you type yields a result. If you terminate the command with a semicolon then the result will discarded and not printed out. This allows you to put several commands on the same line. Much of the notation will be familiar if you know how to program in C or Python.

    Comments are enclosed in parentheses with asterisks (* ... *). Comments can be nested.

    You can write mathematical expressions using the usual operators:
    x = 2*(3+4/2)
      10
    x^2
      100
    y = 2 (3+4/2)   (* you can leave out the multiplication operator *)
      10
    1 / 2Pi    (* but be careful to use parentheses where necessary *)
     Pi / 2
    1 / (2 Pi)
     1/(2*Pi)
    x y        (* same as x*y *)
      100
    x=13; y=17; x*y   (* multiple expressions on one line. Only the value of the last expression is "delivered" as the result *)
      221
    
    Mathematica treats numbers without decimal points as exact, and does not numerically evaluate them. To force numerical evaluation, use the N function, or put a decimal point in a number somewhere:
    x = 70/10
      7
    x = 70/9    (* No decimal point, so not evaluated *)
      70/9
    x = 70.0/9
      7.77778
    x = N[70/9]
      7.77778
    
    Exponential notation for numbers (e.g. "3.5e15" in C) is done by writing "*^",
    x = 3.5*^15;
    x = 3.5 * 10^15; (* same thing *)
    
    To undo assignments and make x and y revert to being symbols of unknown value,
    Clear[x]; Clear[y];
    
  3. Built-in mathematical functions
    These are as you would expect, but they always start with a capital letter, and use square brackets. The constant pi is written Pi, and e is written E.
    Sqrt[2]*Cos[Pi]*Exp[-1]
      -Sqrt[2]/E
    ArcTan[4]
      ArcTan[4]  (* No decimal points, so not evaluated! *)
    ArcTan[4.0]
      1.32582    (* all trig functions are in radians *)
    5!       (* factorial *)
      120
    Gamma[6] (* gamma function *)
      120
    
  4. User-defined functions
    Let us define a function φ(x) that is shaped like a bump centered at x=0,
    phi[x_] = 1/(1+x^2);
    (* Now try using this function in various ways *)
    phi[0.0]
      1.0
    phi[1.5]
      0.307692
    phi[10.0]
      0.00990099
    phi[z]
       (1+z^2)^(-1)
    phi[ Sqrt[w] ]
      (1+w)^(-1)
    
    We can define a generalized version genphi whose width w must also be specified,
    genphi[x_,w_] = 1/(1+(x/w)^2);
    genphi[0.0,0.2]  
      1.0
    genphi[0.8,0.2]  (* now x>>w so the function has a small value *)
      0.0588235
    genphi[x,5]
      (1 + x^2/25)^(-1)
    
    For serious programming, you will want to create functions that have local variables. This is done using the Module construction. Here is an example, with local variables sx and sy:
    bump$fn[x_,y_,a_] = Module[{sx,sy},   (* declare local variables sx,sy *)
     sx = x/a;  
     sy = y/a;
     1/(1+sx^2 + sy^2)  (* returned value: don't put a semicolon after it or you'll get "Null"! *)
    ];
    
    You can also exit from the function and return a result res by using Return[res];.
    All variables that are internal to the function should be declared as local variables. This avoids accidental conflicts with other functions using internal variables with the same names.
    In these examples we defined the function using the = sign which is the immediate evaluation symbol, specifying that the right hand side is to be evaluated immediately. We will see in Mathematica Techniques that for functions that involve numerical calculations one must use the delayed evaluation symbol := which evaluates the right hand side only when the function is called.
  5. Expression manipulation

    The Simplify function can simplify complicated expressions. To get good results you may need to give some assumptions about the variables:
    Simplify[ Cos[theta] Cos[phi] - Sin[theta] Sin[phi] ]  (* no assumptions needed *)
      Cos[phi + theta]
    Simplify[ Sqrt[x^2] * ArcCos[Cos[y]], {x>0,y>0,y<Pi} ] (* assumptions needed *)
      x y
    
    For expressions involving logarithms or trig functions, use FullSimplify which has a more powerful algorithm. It may still need to be told what assumptions to make:
    Simplify[ ArcSinh[x] - Log[x + Sqrt[1+x^2]], {x>0} ]
      ArcSinh[x] - Log[ x + Sqrt[1+x^2] ]      (* no luck *)
    FullSimplify[ ArcSinh[x] - Log[x + Sqrt[1+x^2]] ]
      ArcSinh[x] - Log[ x + Sqrt[1+x^2] ]      (* no luck *)
    FullSimplify[ ArcSinh[x] - Log[x + Sqrt[1+x^2]], {x>0} ]
      0                                        (* at last! *)
    
  6. Plotting

    In the command-line interface you may need to type <<JavaGraphics.m to initialize plotting.
    To plot the cosine function, from -π to π,
    Plot[ Cos[x], {x,-Pi,Pi} ];
    
    plot1
    The plot is itself a "Graphics" object that can be stored in a variable:
    plot1 = Plot[ Cos[x], {x,-Pi,Pi} ];
    
    Showing multiple functions on the same plot:
    Plot[ {Sin[x],Cos[x]}, {x,-Pi,Pi} ];
    
    plot1
    To specify the y-limits of the plot as well as the x-limits, use the PlotRange option:
    Plot[ Cos[x], {x,-Pi,Pi}, PlotRange->{-0.5,0.5}];
    
    To control the positioning of the axes, use the AxesOrigin option:
    Plot[ Sqrt[1+x^2], {x,-3,3} ];                    (* y-axis begins at y=1 *)
    Plot[ Sqrt[1+x^2], {x,-3,3}, AxesOrigin->{0,0} ]; (* Axes cross at (0,0) *)
    
    To make the plot window larger on your screen, use the ImageSize option:
    Plot[ Cos[x], {x,-Pi,Pi}, ImageSize->Scaled[2] ];
    
    To write the plot to PDF file, create it as a Graphics object and then "Export" it:
    plot1 = Plot[ Cos[x], {x,-Pi,Pi} ];
    Export["file.pdf",plot1];
    
    Mathematica infers the format from the dot-extension of the filename. Other possibilities include png, eps, svg, etc.
    For a three-dimensional plot, use the Plot3D function,
    pl3d = Plot3D[ 1/(x^2+y+1), {x,0,10}, {y,0,20} ];
    
    plot1
  7. Symbolic Integration
    For example, to integrate the function 1-x^2 from zero to one:
    Integrate[ 1-x^2 ,{x,0,1}]
      2/3
    
    The limits can be symbols:
    Integrate[ Cos[x], {x,a,b}]
      -Sin[a] + Sin[b]
    
    For a higher-dimensional integral, just give more integration variables along with their limits:
    Integrate[ Cos[x+y], {x,0,1}, {y,-a,a}] 
      2 Sin[1] Sin[a]
    
    Sometimes, in order to get the desired answer you need to give information about the parameters in the form of an "Assumptions" option:
    Integrate[ r^2*Exp[-r/a],{r,0,Infinity}, Assumptions->{a>0} ]
      2 a^3
    
  8. Numerical Integration

    Numerically integrate the function 1-x^2 from zero to one:
    NIntegrate[ 1-x^2, {x,0,1}]
      0.666667
    
    or, integrate a user-defined function,
    phi[x_] = 1/(1+x^2);
    NIntegrate[ phi[x],{x,0,Infinity}]  (* mathematica can integrate to infinity *)
      1.5708
    
    genphi[x_,w_] = 1/(1+(x/w)^2);
    NIntegrate[ genphi[x,y],{x,0,Pi},{y,-1,1}] (* two-dimensional numerical integral *)
      1.36271
    
  9. Complex numbers

    The square root of -1 is written is written as I.
    Exp[I*3.0]
      -0.989992 + 0.14112 I
    
    You can obtain real and imaginary parts of any expression using the Re and Im functions. Functions can accept complex arguments, so you can write things like
    Cos[I*x]
      Cosh[x]
    NIntegrate[ Exp[3*I*x] * Exp[-(x-1)^2],{x,-Infinity,Infinity}]
      -0.184946 + 0.0263634 I
    
    Complex conjugation is done by the Conjugate function:
    Conjugate[ 3 + 4 I ]
      3 - 4 I
    
    You cannot plot a complex function, but you can plot the real and/or imaginary parts of a complex function:
    f[x_] = Exp[(-2+3*I)*x];
    Plot[ Re[f[x]], {x,0,2}];
    Plot[ {Re[f[x]],Im[f[x]]}, {x,0,2}];
    
  10. Arrays and Matrices
    A one-dimensional array is a list, which is enclosed in curly braces
    v = {2.0, -1.0, 0.0} ;
    
    A matrix or two-dimensional array is a list of lists:
    M = {
     {1.3, -2.0, 0.9},
     {-2.2, 0.3, 1.1},
     {-1.4, 1.5, -0.2}
    };
    
    Matrix multiplication or dot product uses the dot operator. Scalar multiplication uses "*",
    w = 0.5 * M.v
      {2.3, -2.35, -2.15}
    w.v
      6.95
    
    There are many useful built-in matrix functions:
    Minv = Inverse[M];
    MT = Transpose[M];
    
    evals = Eigenvalues[M]
      {2.91742, -1.69075, 0.173336}
    evecs = Eigenvectors[M]
      {{-0.512376, 0.661041, 0.548175}, 
       {-0.587781, -0.775991, 0.228806}, 
       {0.397766, 0.553388, 0.731809}}
    Tr[M]   (* Note Trace is "Tr", not "Trace" *)
      1.4
    
    You can even take the exponential of a matrix,
    Mexp = MatrixExp[M];
    
    Of course, you can calculate the norm of a vector or matrix,
    Norm[v]   (* sqrt of sum of absolute value squared of elements *)
      2.23607
    Norm[M]
      3.59095
    
    User-defined functions of matrices are just like any other function. Here are some useful ones:
    Commutator[a_,b_]    = a.b - b.a;
    Anticommutator[a_,b_]= a.b + b.a;
    Adjoint[m_] = Transpose[Conjugate[m]];
    
    Subscripting uses double square brackets. Subscripts start at 1. This is one of the differences between Mathematica and C or Python. (The "zeroth" element of a list is its type, actually).
    v[[3]]
      0.
    M[[2,3]]   (* treat M like a matrix *)
      1.1
    M[[2]][[3]] (* treat M like a list of lists *)
      1.1
    
    Printing matrices in a more readable form:
    Print[MatrixForm[M]];
    
  11. Differentiation
    Mathematica allows you to use several different notations: "prime", the D[...] function, and the Derivative[...] function.
    Function of one variable:
    f[x_]=Exp[-x^2];
    f'[x]                 (* first derivative, prime notation *)
      -2*x*E^(-x^2)
    f''[x]                (* second derivative, prime notation *)
      -2*E^(-x^2) + 4*x^2*E^(-x^2)
    D[f[x],{x,5}];        (* fifth derivative, using D function *)
    Derivative[5][f][x0]; (* fifth derivative of f, at x=x0 *)
    
    Function of more than one variable:
    f[x_,y_] = Exp[-x^2+x*y];
    D[ f[x,y], x] (* derivative with respect to x, at fixed y *)
      E^(-x^2 + x*y)*(-2*x + y)
    D[ f[x,y], {y,2} ] (* second derivative wrt y, at fixed x *)
      E^(-x^2 + x*y)*x^2
    Derivative[5,2][f][x0,y0]; (* fifth deriv wrt x and second deriv wrt y, evaluated at (x0,y0) *)
    
  12. Series Expansions
    Expand Cos[x] around zero, to 4th order:
    Series[ Cos[x], {x,0,4}]  
      1 - x^2/2 + x^4/24 + O[x]^5
    
    Use the Normal function to strip off the + O[x]^5 and get a regular polynomial:
    Normal[Series[ Cos[x], {x,0,4}]]
      1 - x^2/2 + x^4/24
    
    Expand Log[x] around x=1 to 3rd order:
    Normal[Series[ Log[x], {x,1,3}]]
      -1 + x - (-1 + x)^2/2 + (-1 + x)^3/3
    
    Rather than expanding around some nonzero value of the argument, it is often better to rewrite the function so you are expanding in powers of the small quantity:
    Normal[Series[ Log[1+epsilon], {epsilon,0,3}]]
      epsilon - epsilon^2/2 + epsilon^3/3
    
    Sometimes you get a simpler answer when you give information about the parameters in the form of an "Assumptions" option:
    Normal[Series[ Sqrt[ x^2 - a^2 ] , {x,a,1}, Assumptions->{a>0} ]]
      Sqrt[2] Sqrt[a] Sqrt[x-a]
    
    Without the assumption that a is real and positive, Mathematica would deliver a much more complicated-looking result.
  13. Printing numbers
    To print numbers and text, just use Print. The SetPrecision function controls the number of digits printed.
    Print["The log of ",3.5*^15," is ",Log[3.5*^15] ];
                     15
    The log of 3.5 10   is 35.7915
    Print["The log of ",3.5*^15," is ",SetPrecision[Log[3.5*^15],8] ];
                     15
    The log of 3.5 10   is 35.791539
    
    If you don't like the way exponentials are printed, use the "CForm" function to get the more standard "e" notation:
    Print[CForm[3.5*^15]];
      3.5e15
    Print[CForm[ SetPrecision[Pi*10^10,5] ]];
      3.1416e10
    

For more advanced examples, see Mathematica Techniques.


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