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Review Special Issues

Molecular typing methods & resistance mechanisms of MDR Klebsiella pneumoniae

  • Received: 20 November 2022 Revised: 12 February 2023 Accepted: 20 February 2023 Published: 27 February 2023
  • The emergence and transmission of carbapenem-resistant Klebsiella pneumoniae (CRKP) have been recognized as a major public health concern. Here, we investigated the molecular epidemiology and its correlation with the mechanisms of resistance in CRKP isolates by compiling studies on the molecular epidemiology of CRKP strains worldwide. CRKP is increasing worldwide, with poorly characterized epidemiology in many parts of the world. Biofilm formation, high efflux pump gene expression, elevated rates of resistance, and the presence of different virulence factors in various clones of K. pneumoniae strains are important health concerns in clinical settings. A wide range of techniques has been implemented to study the global epidemiology of CRKP, such as conjugation assays, 16S-23S rDNA, string tests, capsular genotyping, multilocus sequence typing, whole-genome sequencing-based surveys, sequence-based PCR, and pulsed-field gel electrophoresis. There is an urgent need to conduct global epidemiological studies on multidrug-resistant infections of K. pneumoniae across all healthcare institutions worldwide to develop infection prevention and control strategies. In this review, we discuss different typing methods and resistance mechanisms to explore the epidemiology of K. pneumoniae pertaining to human infections.

    Citation: Sunil Kumar, Razique Anwer, Arezki Azzi. Molecular typing methods & resistance mechanisms of MDR Klebsiella pneumoniae[J]. AIMS Microbiology, 2023, 9(1): 112-130. doi: 10.3934/microbiol.2023008

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  • The emergence and transmission of carbapenem-resistant Klebsiella pneumoniae (CRKP) have been recognized as a major public health concern. Here, we investigated the molecular epidemiology and its correlation with the mechanisms of resistance in CRKP isolates by compiling studies on the molecular epidemiology of CRKP strains worldwide. CRKP is increasing worldwide, with poorly characterized epidemiology in many parts of the world. Biofilm formation, high efflux pump gene expression, elevated rates of resistance, and the presence of different virulence factors in various clones of K. pneumoniae strains are important health concerns in clinical settings. A wide range of techniques has been implemented to study the global epidemiology of CRKP, such as conjugation assays, 16S-23S rDNA, string tests, capsular genotyping, multilocus sequence typing, whole-genome sequencing-based surveys, sequence-based PCR, and pulsed-field gel electrophoresis. There is an urgent need to conduct global epidemiological studies on multidrug-resistant infections of K. pneumoniae across all healthcare institutions worldwide to develop infection prevention and control strategies. In this review, we discuss different typing methods and resistance mechanisms to explore the epidemiology of K. pneumoniae pertaining to human infections.



    The Bernoulli numbers are defined by the exponential generating function:

    yey1=n=0Bnynn!.

    For their wide applications to classical analysis (cf. Stromberg [47, Chapter 7], number theory (cf. Apostol [3, §12.12]), combinatorics [44, §3.4] and numerical mathematics (cf. Arfken [5]), these numbers appear frequently in the mathematical literature (see Comtet [17, §1.14], Graham et al. [26, §6.5] and Hansen [27, §50]).

    There exist numerous interesting properties (cf. [2,4,8,13,24]); in particular, about recurrence relations (cf. [1,21,30,37]), reciprocities (cf. [12,25,41,42,49]), convolutions (cf. [14,15,16,22,34]), multiple sums (cf. [10,11,19,32]) and combinatorial applications (cf. [6,31,35,38]). A few of them are recorded here as examples:

    ● Arithmetic sums

    mk=1kn=nj=0(m+1)j+1n+1(n+1j+1)Bnj.

    ● Binomial recurrences

    nk=0(nk)Bk=(1)nBn,n0;n2k=1(nk)kBk=n2Bn1,n3;nk=0(nk)Bk2+nk=Bn+1n+1,n0.

    ● Convolutions of the Miki type (cf. [12,22,34,36,40])

    1k=1BkBkk1k=2(k)BkBkk=HB,k=0BkBk2k=2(+1k+1)BkBkk+2=(+1)B.

    ● Riemann zeta series

    k=11k2n=(1)n122n1B2n(2n)!π2n,k=1(1)k1k2n=(1)n(122n1)B2n(2n)!π2n,k=11(2k1)2n=(1)n(122n)B2n2(2n)!π2n.

    The aim of this paper is to examine and review systematically explicit formulae of Bernoulli numbers. Among known double sum expressions, the simplest one reads as

    Bn=nj=0jk=0(1)kj+1(jk)kn=nk=0knnj=k(1)kj+1(jk).

    We observe that when the upper limit n is replaced by mn, the last formula is still valid. Letting Ω(m,k) be the connection coefficients

    Ω(m,k)=mj=k(1)kj+1(jk),

    we have the following formula (see Theorem 1) with an extra parameter m:

    Bn=mk=0knΩ(m,k),wheremn.

    Three remarkable formulae can be highlighted in anticipation as exemplification (see Eqs (2.20), (3.14) and (4.1)), where for m=n, the last two identities resemble those found respectively by Bergmann [7] and Gould [24, Eq (1.4)]:

    n+Bn=mk=0(k+2)nmj=k(1)kj+1(jk),mn2;Bn=mk=1knmj=k(1)j1j(j+1)(mj),mn2;Bn=mk=1knmj=k(1)k1(j1k1)Hj,m>n1.

    The rest of the paper will be organized as follows. In the next section, we shall establish several representation formulae of Bn by parameterizing known double sums with m. Then in Section 3, by examining equivalent expressions for Ω(m,k) and another connection coefficient ω(m,k), we shall prove further explicit formulae for Bernoulli numbers. Finally, the paper will end in Section 4, where more summation formulae will be shown.

    Throughout the paper, we shall frequently make use of the following notations. Let N be the set of natural numbers with N0={0}N. For nN0 and an indeterminate x, the shifted factorial is defined by

    (x)01and(x)n=n1k=0(x+k)fornN.

    The harmonic numbers Hn are given by the partial sums Hn=nk=11k,wherenN.

    Denote by [yn]ϕ(y) the coefficient of yn in the formal power series ϕ(y). Recall the exponential generating function of the Bernoulli numbers

    yey1=n=0Bnn!yn.

    Expanding this function into the series

    yey1=ln{1+(ey1)}ey1=j=0(1)jj+1(ey1)j,

    we get, for mn, the following expression

    Bn=n![yn]mj=0(1)jj+1(ey1)j=n!mj=0(1)jj!j+1[yn](ey1)jj!=mj=0(1)jj!j+1S2(n,j),

    where S2(n,j) is the Stirling number of the second kind

    S2(n,j)=n![yn](ey1)jj!=1j!jk=0(1)jk(jk)kn. (2.1)

    Therefore, we have established, by substitution, the following explicit formula.

    Theorem 1 (m,nN0 with mn).

    Bn=mj=0jk=0(1)kj+1(jk)kn=mk=0knmj=k(1)kj+1(jk).

    This fundamental result will be the starting point for us to examine explicit formulae of Bernoulli numbers. When m=n+1, the corresponding formula can be located in Jordan [29, §78, Page 236]. Instead, its m=n case is well-known; that can be found in Cook [18], Gould [23, Eq (1)] and [24, Eq (1.3)], Higgens [28], Quaintance and Gould [43, Eq (15.2)].

    Define the coefficients Ω(m,k) by

    Ω(m,k):=mj=k(1)kj+1(jk). (2.2)

    We can rewrite the basic formula in Theorem 1 as

    Bn=mk=0knΩ(m,k),wheremn. (2.3)

    Lemma 2. For mk, the coefficients Ω(m,k) satisfy the recurrence relations:

    Ω(m,k)Ω(m1,k)=(1)km+1(mk), (2.4)
    Ω(m,k)Ω(m,k1)=(1)kk(m+1k). (2.5)

    Proof. The first one (2.4) follows directly from the definition of Ω(m,k). The second one can be done as follows

    Ω(m,k)Ω(m,k1)=mj=k(1)kj+1(jk)+mj=k1(1)kj+1(jk1)=mj=k1(1)kj+1{(jk)+(jk1)}=mj=k1(1)kj+1(j+1k)=(1)kkmj=k1(jk1),

    which confirms (2.5) after having evaluated the binomial sum

    mj=k1(jk1)=(m+1k).

    In addition, the lower triangular matrix

    Ωm:=[Ω(i,j)]1i,jm

    with diagonal elements

    Ω(k,k)=(1)kk+1

    is invertible. We can determine its inverse explicitly by

    Ω1m=[(1)j(ij)1+2i+ij1+j]1i,jm.

    Similar to the formula in Theorem 1, we have the following three variants.

    Proposition 3 (m,nN).

    Bn=mk=1kn+1mj=k(1)k1j2(jk),m>n2; (2.6)
    Bn=mk=1knmj=k(1)k1j(j+1)(jk),mn2; (2.7)
    Bn=mk=1knmj=k(1)k2j+1j(j+1)(jk),mn2. (2.8)

    Among these formulae, the first two reduce, for m=n+1 and m=n, to Fekih-Ahmed [20, Eqs (5) and (6)], respectively.

    Proof. According to (2.5), we have, for mn>1, the following equalities:

    Bn=mk=1knΩ(m,k)=mk=1(1)k(m+1k)kn1+mk=1knΩ(m,k1)=(1)m(m+1)n1+mk=1knmi=k1(1)k1i+1(ik1).

    Simplifying the last line

    Bn=m+1k=1knmi=k1(1)k1i+1(ik1),(mn2) (2.9)

    and then reformulating it as

    Bn=m+1k=1kn+1mi=k1(1)k1(i+1)2(i+1k),

    we confirm (2.6) under the replacements "mm1" and "ij1".

    Observe further that for mn, the double sum vanishes

    mk=1knmj=k(1)kj(jk)=0,(mn2), (2.10)

    which is justified by the finite differences

    mk=1(1)kkn1mj=k(j1k1)=mk=1(1)k(mk)kn1=0.

    Then (2.7) and (2.8) follow respectively from the difference and sum between Eq (2.10) and that in Theorem 1.

    Besides (2.10) and the formula in Theorem 1, we also have the following counterparts.

    Theorem 4 (m,nN with mn1).

    mk=1knmj=k(1)kj+2(jk)={Bn,n20;Bn+1,n21. (2.11)
    mk=1knmj=k(1)kj+3(jk)={Bn+12Bn+2,n20;32Bn+1,n21. (2.12)

    Proof. In accordance with the binomial relation

    (jk)=(j+1k)(jk1), (2.13)

    we can write the sum in (2.11) as "A+B", where

    A=mk=0knmj=k(1)kj+2(j+1k),B=mk=0knmj=k(1)k1j+2(jk1).

    Replacing the summation index j by i1 in "A", we can reformulate it as follows:

    A=mk=0knm+1i=k+1(1)ki+1(ik)=m+1k=0knm+1i=k(1)ki+1(ik)m+1k=0(1)kknk+1.

    Recalling Theorem 1, we deduce the expression

    A=Bnm+1k=0(1)kknk+1. (2.14)

    When n>1, applying first the partial fractions and then making the replacement "ji1", we can rewrite "B" as

    B=mk=1kn+1mj=k(1)k1(j+1)(j+2)(j+1k)=mk=1kn+1mj=k(1)k1j+1(j+1k)+mk=1kn+1mj=k(1)kj+2(j+1k)=mk=1kn+1m+1i=k+1(1)ki+1(ik)mk=1kn+1m+1i=k+1(1)ki(ik).

    By appealing to Theorem 1 and (2.10), we reduce the last expression to the following one:

    B=Bn+1+m+1k=1(1)kknm+1k=1(1)kkn+1k+1=Bn+1+m+1k=1(1)kknk+1. (2.15)

    Putting together (2.14) and (2.15), we find that

    A+B=Bn+Bn+1,

    which is equivalent to the expression in (2.11).

    Similarly, by making use of (2.13), we can write the sum (2.12) as "C+D", where

    C=mk=1knmj=k(1)kj+3(j+1k),D=mk=1knmj=k(1)k1j+3(jk1).

    Replacing the summation index j by i1 in "C", we can manipulate it as follows:

    C=mk=1knm+1i=k+1(1)ki+2(ik)=m+1k=1knm+1i=k(1)ki+2(ik)m+1k=1(1)kknk+2.

    Evaluating the first sum by (2.11), we obtain the expression

    C=Bn+Bn+1m+1k=1(1)kknk+2. (2.16)

    We can analogously treat "D" as follows:

    D=mk=1kn+1mj=k(1)k+1(j+1)(j+3)(j+1k)=12mk=1kn+1mj=k(1)kj+3(j+1k)12mk=1kn+1mj=k(1)kj+1(j+1k)=12mk=1kn+1m+1i=k+1(1)ki+2(ik)12mk=1kn+1m+1i=k+1(1)ki(ik).

    Applying (2.10) and (2.11), we can further simplify the last expression

    D=Bn+1+Bn+2212m+1k=1(1)kkn+1k+2+12m+1k=1(1)kkn=Bn+1+Bn+22+m+1k=1(1)kknk+2. (2.17)

    Finally, putting (2.16) and (2.17), we arrive at

    C+D=Bn+3Bn+1+Bn+22,

    which proves the second identity (2.12).

    Furthermore, there are four similar sums that can be expressed in closed forms in Bernoulli numbers.

    Theorem 5 (m,nN).

    mk=0(k+1)nmi=k(1)ki+1(ik)=Bn,mn2; (2.18)
    mk=0(k+1)nmi=k(1)ki+2(ik)=Bn+1,mn1; (2.19)
    mk=0(k+2)nmi=k(1)ki+1(ik)=n+Bn,mn2; (2.20)
    mk=0(k+2)nmi=k(1)ki+2(ik)=1Bn+Bn+1,mn1. (2.21)

    Proof. The first one (2.18) is deduced from (2.9) under the replacement "kk+1".

    By splitting the sum in (2.19) into two, then making the replacements "ij1,kk1" for the former and "kk1" for the latter, we can confirm the second identity (2.19) as follows:

    mk=0(k+1)nmi=k(1)ki+2(ik)=mk=0(k+1)nmi=k(1)ki+2{(i+1k+1)(ik+1)}=m+1k=1knm+1j=k(1)k1j+1(jk)+m+1k=1knmi=k1(1)ki+2(ik)=mk=1knmi=k(1)ki+2(ik)m+1k=1knm+1j=k(1)kj+1(jk)=(Bn+Bn+1)Bn=Bn+1.

    According to (2.13), we can write the third sum in (2.20) as "E+F", where

    E=mk=0(k+2)nmi=k(1)ki+1(i+1k+1),F=mk=0(k+2)nmi=k(1)k1i+1(ik+1).

    The sum "E" can be evaluated by

    E=mk=0(1)k(k+2)nk+1mi=k(ik)=mk=0(1)k(k+2)nk+1(m+1k+1)=ni=0(ni)mk=0(1)k(m+1k+1)(k+1)i1.

    Because the above inner sum results in zero for 2in, there remain, for "E", only two terms corresponding to i=1 and i=0:

    E=n+mk=0(1)kk+1(m+1k+1)=n+Hm+1. (2.22)

    The sum "F" can be restated, under "kk1", as

    F=m+1k=1(k+1)nmi=k1(1)ki+1(ik)=mk=1(k+1)nmi=k(1)ki+1(ik)=mk=0(k+1)nmi=k(1)ki+1(ik)mi=01i+1.

    Evaluating the former sum by (2.18), we find that

    F=BnHm+1. (2.23)

    Then the third identity (2.20) follows by putting (2.22) and (2.23) together.

    Finally, for (2.21), write that sum as "G+H", where

    G=mk=0(k+2)nmi=k(1)ki+2(i+1k+1),H=mk=0(k+2)nmi=k(1)k1i+2(ik+1).

    By making use of (2.18) and (2.7), we can evaluate

    G=m+1k=1(k+1)nm+1j=k(1)k1j+1(jk)=Hm+2Bn,H=mk=0(k+2)n+1mi=k(1)k1(i+1)(i+2)(i+1k+2)=m+1k=2kn+1m+1j=k(1)k+1j(j+1)(jk)=Bn+1m+1j=11j+1=1+Bn+1Hm+2.

    It follows consequently that

    G+H=1Bn+Bn+1,

    which coincides with the right-hand side of (2.21).

    In this section, we shall first prove a binomial identity. Then it will be utilized to derive equivalent expressions for the connection coefficients Ω(m,k) and ω(m,k). These equivalent forms will be useful in proving further explicit formulae for Bernoulli numbers.

    We begin with the following binomial identity.

    Theorem 6. For two indeterminates x,y and m,kN0 with mk, the following algebraic identity holds:

    mj=k(xj)k(1+y)k(1x+y+j)=mi=k{(xi)k(1+y+mi)k+1+(xk)k+1(1x+y+i)(1+yk+i)k+1}=mi=k{(xm+ik)k(1+yk+i)k+1+(xk)k+1(1x+y+i)(1+yk+i)k+1}.

    Proof. We prove the theorem by examining the double sum

    S:=mi=kmj=iΛ(i,j),whereΛ(i,j):=(k+1)(xi)k(yi+j)k+2.

    For the given λj-sequence below, it is routine to check its difference

    λj=(xi)k(yi+j)k+1,λjλj+1=Λ(i,j).

    Therefore, we can manipulate S by telescoping as follows:

    S=mi=kmj=iΛ(i,j)=mi=kmj=i{λjλj+1}=mi=k{λiλm+1},

    which can be restated as

    S=mi=k{(xi)k(y)k+1(xi)k(1+yi+m)k+1}. (3.1)

    Alternatively, for another λi-sequence, we have

    λi:=(xi)k+1(1+yi+j)k+1,λiλi+1=(1x+y+j)Λ(i,j).

    Hence, we can reformulate S analogously as follows:

    S=mj=kji=kΛ(i,j)=mj=kji=kλiλi+11x+y+j=mj=kλkλj+11x+y+j,

    which can be rewritten explicitly

    S=mj=k{(xk)k+1(1x+y+j)(1+yk+j)k+1(xj1)k+1(1x+y+j)(y)k+1}. (3.2)

    By relating (3.1) to (3.2), we derive the equality

    mi=k(xi)k(1+yi+m)k+1+mj=k(xk)k+1(1x+y+j)(1+yk+j)k+1=mi=k(xi)k(y)k+1+mj=k(xj1)k+1(1x+y+j)(y)k+1=mj=k(xj)k(1x+y+j)(1+y)k,

    which is equivalent to the expression in the theorem.

    When x=y=0, Theorem 6 reduces to the crucial identity used by Komatsu and Pita-Ruiz [31, Eq (27)].

    mj=km+1j+1(jk)=mi=k(m+1ik)(mi)=mi=k(m+1mi)(mik).

    From this, we deduce the equivalent expressions below

    Ω(m,k)=mi=k(1)km+1(m+1ik)(mi)=mi=k(i)k(1+mi)k+1. (3.3)

    This leads us to the following formula which reduces, for m=n, to Munch [39] (cf. Gould [24, Eq (1.8)], Quaintance and Gould [43, Eq (15.7)]).

    Theorem 7 (mn1).

    Bn=mk=1knmi=k(i)k(1+mi)k+1=mk=1knmi=k(1)km+1(m+1ik)(mi).

    Consider the difference

    mk=1knmi=k{(1i)k1(2+mi)k(i)k(1+mi)k+1}=mk=1knmi=k(1i)k1(1+mi)k+1(m+1)=mk=1knmi=kλiλi+1k where λi=(1i)k(2+mi)k=mk=1(1)k1(mk)kn1=0,mn>1.

    We infer that the formula in Theorem 7 is equivalent to the following one.

    Theorem 8 (mn2).

    Bn=mk=1knmi=k(1)k1m+1(m+1ik)(mi1). (3.4)

    Its special case m=n can be found in Gould [24, Eq (1.9)], Quaintance and Gould [43, Eq (15.5)] and Shanks [45]. However, the formula produced by Komatsu and Pita–Ruiz [31, Eq (2)] is incorrect.

    The last formula can be rewritten as

    Bn=mk=1knω(m,k), (3.5)

    where the connection coefficients are defined by

    ω(m,k)=mi=k(1i)k1(2+mi)k=mi=k(1)k1m+1(m+1ik)(mi1). (3.6)

    It is obvious that the matrix of the connection coefficients

    ωm:=[ω(i,j)]1i,jm

    with diagonal entries

    ω(k,k)=(1)k+1k(k+1)

    is lower triangular and invertible. It is not difficult to check that its inverse is given explicitly by

    ω1m=[(1)j+1(ij)(2ij+ij)]1i,jm.

    Observing further that

    ω(m,k)=m1j=k1(j)k1(1+mj)k,

    we can prove the following interesting lemma.

    Lemma 9. The connection coefficients satisfy the properties:

    Relations between Ω(m,k) and ω(m,k)

    ω(m,k)=Ω(m,k1)(m)k1k!,Ω(m,k)=ω(m,k+1)+(m)k(k+1)!. (3.7)

    Recurrence relations: m,kN

    ω(m,k)ω(m,k1)=(1)k1k(k1)(mk1), (3.8)
    ω(m,k)ω(m1,k)=(1)k1m(m+1)(mk). (3.9)

    Equivalent expression: m,kN

    ω(m,k)=mj=k(1)k1j(j+1)(jk). (3.10)

    Proof. The recurrence relations (3.8) and (3.9) follow by combining (3.7) with (2.4) and (2.5). The equivalent expression displayed in (3.10) is obtained by iterating (3.9), which has already appeared in (2.7).

    The connection coefficients Ω(m,k) and ω(m,k) are related to the harmonic numbers in the following manners.

    Proposition 10 (Equivalent expressions: m,kN).

    Ω(m,k)=Hm+1+ki=1(1)ii(m+1i)=mi=k(1)ii+1(m+1i+1), (3.11)
    ω(m,k)=Hm+11+k1i=1(1)ii(i+1)(mi)=mi=k(1)i1i(i+1)(mi). (3.12)

    Proof. By iterating the relation (2.5) k-times, we find that

    Ω(m,k)=Ω(m,0)+ki=1(1)ii(m+1i)

    which becomes the first expression in (3.11) since Ω(m,0)=Hm+1. The second expression in (3.11) follows by the inverse pair

    Hn=ni=1(1)i1i(ni)and1n=ni=1(1)i1(ni)Hi.

    Analogously, by iterating the relation (3.8) k-times, we have that

    ω(m,k)=ω(m,1)+k1i=1(1)ii(i+1)(mi),

    which gives the first expression in (3.12) since ω(m,1)=Hm+11. The second expression in (3.12) follows by another inverse pair

    Hm+11=mi=1(1)i1i(i+1)(mi)and1m(m+1)=mi=1(1)i1(mi)(Hi+11).

    We have therefore the following four explicit formulae.

    Theorem 11 (m,nN0).

    Bn=mi=0(1)ii+1(m+1i+1)ik=0kn,mn0; (3.13)
    Bn=mi=1(1)i1i(i+1)(mi)ik=1kn,mn2; (3.14)
    Bn=mi=0(1)ii+1(m+1i+1)i+1k=0kn,mn2; (3.15)
    Bn=(1)nn!χ(m=n)n+1+mi=0(1)ii+1(mi+1)ik=0kn,mn0. (3.16)

    In the last line, χ stands for the logical function with χ(true)=1 and χ(false)=0. When m=n, the first identity recovers Bergmann [7] (cf. Gould [23, Eq (5)], [24, Eq (1.10)]), and the two variants (3.15) and (3.16) reduce to Gould [24, Eqs (1.11) and (1.12)]. In addition, we remark that when m>n, (3.15) is substantially the same as (3.13).

    Proof. The first two identities follow directly by (3.11) and (3.12). In comparison with (3.13), the third identity (3.15) is equivalent to

    mi=0(1)i(m+1i+1)(i+1)n1=m+1j=1(1)j1(m+1j)jn1=0,

    because for mn>1, the order m+1 of the differences is higher than the polynomial degree n1.

    By means of the binomial relation

    (n+1i+1)=(ni+1)+(ni),

    we can rewrite (3.13) as

    Bn=mi=0(1)ii+1(mi+1)ik=0kn+mi=0(1)ii+1(mi)ik=0kn.

    Recall that the power sum j1k=0kn results in a polynomial of degree n+1 in j with the leading coefficient being equal to 1n+1. We can evaluate the second sum above in closed form as follows:

    mi=0(1)ii+1(mi)ik=0kn=(1)mm+1mj=0(1)1+mj(m+1j)j1k=0kn=(1)mm+1Δm+1xn+1n+1|x=0=(1)nn!n+1χ(m=n).

    This confirms identity (3.16) and completes the proof of Theorem 11.

    Consider the partial fraction decomposition

    (x)(1+m+x)+1=j=0(1)j+1+m+x+j(j)(1+m+j).

    In the above equation, letting "xi,k" and "x1i,k1", we have, respectively, the two equalities:

    (i)k(1+mi)k+1=kj=0(1)j+k1+mi+j(kj)(1+m+jk),(1i)k1(2+mi)k=kj=1(1)j+k1+mi+j(k1j1)(m+jk1).

    Substituting them into (3.3) and (3.6), respectively, then manipulating the double sums by exchanging the summation order, we derive the following equivalent expressions in terms of harmonic numbers.

    Proposition 12 (m,kN0).

    Ω(m,k)=kj=0(1)j+k(kj)(1+m+jk){H1+mk+jHj},mk0;ω(m,k)=kj=1(1)j+k(k1j1)(m+jk1){H1+mk+jHj},mk1.

    Consequently, we find two further explicit formulae involving harmonic numbers.

    Theorem 13 (m,nN).

    Bn=mk=1knkj=0(1)j+k(kj)(1+m+jk){H1+mk+jHj},mn1;Bn=mk=1knkj=1(1)j+k(k1j1)(m+jk1){H1+mk+jHj},mn2.

    We are going to review, finally in this section, more summation formulae involving harmonic numbers and Stirling numbers of the second kind by intervening with an extra integer parameter m.

    There exist two formulae expressing Bn in terms of harmonic numbers, that are quite different from those in Theorem 13.

    Theorem 14 (m>n1).

    Bn=mi=1Hiik=1(1)k1(i1k1)kn=mk=1knmi=k(1)k1(i1k1)Hi, (4.1)
    Bn=2n+1mi=1Hii+1ik=1(1)k1(ik)kn+1=2n+1mk=1kn+1mi=k(1)k1(ik)Hii+1. (4.2)

    When m=n, the second formula (4.2) recovers Gould [24, Eq (1.4)].

    Proof. Recalling the generating function

    i=1Hiyi=ln(1y)1y,

    we can proceed with

    Bn=n![xn]xex1=n![xn]ex1ex×ln{1(1ex)}1(1ex)=n![xn]mi=1Hiex(1ex)i1m>n=n![xn]mi=1Hiik=1(1)k1(i1k1)ekx,

    which results in the first formula (4.1).

    The second formula (4.2) is a variant of (4.1), which can be verified by making use of another generating function

    i=1Hii+1yi+1=ln2(1y)2.

    In fact, we can similarly extract the coefficient as follows:

    Bn=n![xn]xex1=n![xn]2ln2{1(1ex)}2x(ex1)=2n![xn+1]mi=1Hii+1(1ex)im>n=2n![xn+1]mi=1Hii+1ik=1(1)k(ik)ekx=2n+1mi=1Hii+1ik=1(1)k1(ik)kn+1.

    Here we offer three formulae containing the Stirling numbers of the second kind, extending those by Shirai [46, Theorem 6 and Corollary 7] (cf. Morrow [38, Eq (1.5)]).

    Theorem 15 (λ0 and m,nN with mn0).

    Bn=mj=0(1)j(m+1j+1)(n+jj)S2(n+j,j), (4.3)
    Bn=nn1m+1j=1(1)j(m+2j+1)(n+j1j)S2(n+j,j), (4.4)
    Bn=nn1m+2j=1(1)jλ+j+1λ(m+3j+1)(n+j1j)S2(n+j,j). (4.5)

    When m=n, the first formula (4.3) can be found in Gould [23, Eq (11)], [24, Eq (1.5)] (see also Luo [33], Quaintance and Gould [43, Eq (15.10)], Shirai [46, Theorem 6]). Two variants (4.4) and (4.5) with m=n and λ=n+23 are due to Shirai [46, Corollary 7].

    Proof. Recall the exponential generating function

    (ex1)jj!=n=0xn+j(n+j)!S2(n+j,j).

    We can extract the coefficient

    Bn=n![xn]xex1=n![xn]11{1ex1x}=n![xn]mi=0{1ex1x}imn=n!mi=0ij=0(1)j(ij)[xn+j](ex1)j=n!mj=0(1)j[xn+j](ex1)jmi=j(ij).

    Evaluating the last sum

    mi=j(ij)=(m+1j+1),

    we get the expression

    Bn=n!mj=0(1)j(m+1j+1)[xn+j](ex1)j=mj=0(1)j(m+1j+1)(n+jj)S2(n+j,j),

    which proves the first formula (4.3).

    The second sum (4.4) can be evaluated as follows:

    m+1j=1(1)jnn1(m+2j+1)(n+j1j)S2(n+j,j)=n![xn]m+1j=1(1)j(m+2j+1)n+jn1(ex1x)j=n![xn]m+1j=1(1)j(m+2j+1)(1+j+1n1)(ex1x)j=Bn+n!(m+2)n1[xn]m+1j=0(1)j(m+1j)(ex1x)j=Bn+n!(m+2)n1[xn](1ex1x)m+1,

    because the last coefficient vanishes, thanks to the fact that m+1>n and the constant term of (1ex1x) is equal to zero.

    Finally, writing

    λ+j+1λ=1+j+1λ,

    we can reformulate the third sum in (4.5) as

    m+2j=1(1)jn(λ+j+1)(n1)λ(m+3j+1)(n+j1j)S2(n+j,j)=nn1m+2j=1(1)j(m+3j+1)(n+j1j)S2(n+j,j)+n(m+3)(n1)λm+2j=1(1)j(m+2j)(n+j1j)S2(n+j,j).

    The first term on the right equals Bn in view of (4.4). The second term on the right vanishes again, which is justified analogously as follows:

    m+2j=1(1)j(m+2j)(n+j1j)S2(n+j,j)=(n1)!m+2j=1(1)j(n+j)(m+2j)[xn](ex1x)j=n(n1)![xn]m+2j=0(1)j(m+2j)(ex1x)j+(m+2)(n1)![xn]m+2j=1(1)j(m+1j1)(ex1x)j=n(n1)![xn](1ex1x)m+2(m+2)(n1)![xn](1ex1x)m+1(ex1x).

    Theorem 16 (mn2).

    Bn=n2n1mi=1(1)i1i!2i+1S2(n1,i) (4.6)
    =n2n1mk=1kn1mi=k(1)k12i+1(ik),Bn=n2n1mk=1kn1mi=k(1)k12i(i1k1). (4.7)

    The special case m=n1 of the first formula (4.6) was found by Worptzky [50] (see also Carlitz [9, Eq (6)], Garabedian [21], Gould [23, Eq (2)], [24, Eq (3.22)]). Instead, the variant (4.7) reduces, for m=n, to Carlitz [9, Eq (5)].

    Proof. By making use of the algebraic identity

    F(x):={2xe2x11}{xex11}=x1+ex,

    we can extract the coefficient

    2n1n!Bn=[xn]F(x)=[xn]x1+ex=[xn1]12(1ex)=[xn1]mi=1(1)i2i+1(ex1)i1+mn>0=mi=1(1)i12i+1i!(n1)!S2(n1,i),

    which proves the first identity (4.6). Analogously, we have

    2n1n!Bn=[xn]F(x)=[xn1]11+ex=[xn1]{12(11ex2)111ex2}=mi=1(1)i12i[xn1]{(ex1)i+(ex1)i1}mn1=mi=1(1)i12i(n1)!{i!S2(n1,i)+(i1)!S2(n1,i1)}.

    By invoking the expression

    S2(n,i)=ij=1(1)i+ji!(ij)jn,

    we can further manipulate the last sum

    2n1nBn=mi=1(1)k12iik=1{(ik)(i1k)}kn1=mi=1(1)k12iik=1(i1k1)kn1=mi=1(1)k1i2iik=1(ik)kn.

    This confirms the second formula (4.7).

    The formulae in Theorem 16 imply the following results, that recover, for m=n1 and m=n, the two formulae due to Todorov [48, Eqs (8) and (9)] (see also Gould [24, Eq (3.23)] for the former one).

    Theorem 17 (mn2).

    Bn=n2m+1(2n1)mj=0jk=0(1)k1(m+1j+1)kn1, (4.8)
    Bn=n2m(2n1)mj=1jk=1(1)k1(mj)kn1. (4.9)

    Proof. By means of the binomial transform

    mi=k(ik)2mi=mi=k(ik)mj=i(miji)=mj=kji=k(ik)(mimj)=mj=k(m+1jk)=mj=k(m+1j+1),

    we can reformulate the sum in (4.6) as

    Bn=n2n1mk=0(1)k1kn12m+1mi=k2m+12i+1(ik)=n2n1mk=0(1)k1kn12m+1mj=k(m+1j+1)=n2m+1(2n1)mj=0jk=0(1)k1(m+1j+1)kn1,

    which confirms the first identity (4.8). The second one (4.8) can be done analogously by applying another binomial transform

    mi=k(i1k1)2mi=mi=k(i1k1)mj=i(miji)=mj=kji=k(i1k1)(mimj)=mj=k(mjk)=mj=k(mj)

    to (4.6) and then manipulate the double sum as follows:

    Bn=n2n1nk=1knni=k(1)k1i2i(ik)=n2n1mk=1kn1(1)k12mmi=k(i1k1)2mi=n2n1mk=1kn1(1)k12mmj=k(mj)=n2m(2n1)mj=1jk=1(1)k1(mj)kn1.

    Nadia Na Li: Computation, Writing, and Editing; Wenchang Chu: Original draft, Review, and Supervision. Both authors have read and agreed to the published version of the manuscript.

    The authors express their sincere gratitude to the three reviewers for the careful reading, critical comments, and valuable suggestions that contributed significantly to improving the manuscript during revision.

    Prof. Wenchang Chu is the Guest Editor of special issue "Combinatorial Analysis and Mathematical Constants" for AIMS Mathematics. Prof. Wenchang Chu was not involved in the editorial review and the decision to publish this article. The authors declare no conflicts of interest.


    Acknowledgments



    The authors extend their appreciation to the Deputyship for Research & Innovation, Ministry of Education in Saudi Arabia for funding this research work through project number 1089.

    Conflict of interests



    All authors declare no conflicts of interest in this paper.

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