Homeschool · Diploma track · Grades 10-11

Algebra 2

A full year of Algebra 2 on the California traditional pathway, built to be the student's whole course in the subject rather than a supplement to one. Algebra 2 is where the function concept stops being one idea among many and becomes the organizing principle of the subject: every family studied here is introduced the same way, by what it does, what its graph looks like, how it transforms, and what kind of equation it solves. Eleven units take the year from functions and transformations through quadratics and complex numbers, polynomials, rational and radical functions, exponentials and logarithms, sequences and series, trigonometry, and a closing unit on statistics and inference. Every solution is worked line by line, and every extraneous solution is checked rather than assumed away.

DIPLOMA TRACK CA CCSS MATH TRADITIONAL PATHWAY MODEL ANSWERS 75 LESSONS 880 PRACTICE PROBLEMS Algebra 1 and Geometry. This is a complete course in Algebra 2 and does not assume other instruction in the subject.

Course overview

What this year covers

Algebra 2 is the course that decides whether a student can take Precalculus and then calculus. It is also the course where the subject changes character: Algebra 1 asks you to solve, and Algebra 2 asks you to recognize what kind of object you are looking at before you do anything to it. The eleven units follow the California traditional pathway, and they are ordered so that each function family arrives with the algebra it needs already in place. Unit 1 sets up functions, transformations, composition and inverses, because every later unit is an application of those four ideas to a new family. Units 2 through 5 work through the algebraic families in order of the arithmetic they require: quadratics and the complex numbers that complete them, polynomials, rational expressions, then radicals and rational exponents. Units 6 and 7 introduce exponential and logarithmic functions as inverses of each other, which is why they sit adjacent. Unit 8 covers sequences and series, Units 9 and 10 trigonometry as a function rather than as triangle measurement, and Unit 11 closes on statistics, sampling and inference, which the standards place in this course and which most textbooks bury at the back. Every lesson opens with the method, names the specific error that costs the marks, works an example in full, and then gives ten practice problems with complete solutions.

  • U1Unit 1: Functions, Transformations and Inverses7 lessons
  • U2Unit 2: Quadratic Functions and Complex Numbers7 lessons
  • U3Unit 3: Polynomial Functions7 lessons
  • U4Unit 4: Rational Expressions and Functions7 lessons
  • U5Unit 5: Radicals, Rational Exponents and Radical Functions7 lessons
  • U6Unit 6: Exponential Functions and Modeling7 lessons
  • U7Unit 7: Logarithmic Functions7 lessons
  • U8Unit 8: Sequences and Series7 lessons
  • U9Unit 9: Trigonometric Functions7 lessons
  • U10Unit 10: Trigonometric Identities and Equations6 lessons
  • U11Unit 11: Statistics, Sampling and Inference6 lessons

All eleven units are open, 75 lessons in all. Every lesson opens with the method, one extended worked example, and ten practice problems. Every problem has a full worked solution, so you can find the step where yours went wrong. Each unit closes with a ten-problem mixed review.

Free preview: open any 5 lessons without an account. The counter on the left keeps track.

Lesson 1.1 · Unit 1 · F-IF.1, F-IF.2

What a function is, and what its notation actually says

Algebra 2 is organized around functions rather than around equations, so the year starts by pinning down what a function is and what the notation means. Most of the trouble students have with \( f(x) \) later comes from reading it as multiplication early.

The method
  1. A relation pairs inputs with outputs. It is a function when every input has exactly one output.
  2. The vertical line test reads that condition off a graph: if any vertical line meets the graph twice, some input has two outputs and it is not a function.
  3. \( f(x) \) is not multiplication. It names the output of the function \( f \) at the input \( x \), and the parentheses are part of the name.
  4. To evaluate, replace every \( x \) with the input, in brackets, then simplify.
  5. The input can be an expression, so \( f(a + 1) \) means substitute \( a + 1 \) everywhere \( x \) appeared.
  6. The domain is the set of allowed inputs. Unless stated, it is every real number the rule can actually accept.
  7. Three things exclude an input: a zero denominator, a negative radicand under an even root, and a nonpositive argument of a logarithm.
  8. The range is the set of outputs produced, usually read from the graph rather than computed.

Where students lose marks: giving a domain as a list of excluded values when the question asked for the domain. "All reals except 7" is an answer; "7" is not. Write it as an interval or as a condition, and say what it is.

Worked example

The problem. Let \( f(x) = 3x^2 - 5x + 2 \). (a) Find \( f(-2) \). (b) Find \( f(a + 1) \) and simplify. (c) Find the domain of \( g(x) = \dfrac{\sqrt{x - 3}}{x - 7} \). (d) Explain why the vertical line test works.

Step one: evaluate (a) with brackets. Substitute \( -2 \) for every \( x \), keeping it in brackets so the squaring applies to the sign: \( f(-2) = 3(-2)^2 - 5(-2) + 2 \).

Step two: simplify. \( 3(4) + 10 + 2 = 12 + 10 + 2 = 24 \). Note the middle term: \( -5(-2) = +10 \). Dropping that sign change is the most common slip in evaluation, and writing the brackets prevents it.

Step three: substitute for (b). \( f(a + 1) = 3(a + 1)^2 - 5(a + 1) + 2 \). Every \( x \) became \( (a + 1) \), including the one inside the square.

Step four: expand and simplify (b). \( (a + 1)^2 = a^2 + 2a + 1 \), so \( 3(a^2 + 2a + 1) = 3a^2 + 6a + 3 \). And \( -5(a + 1) = -5a - 5 \). Together: \( 3a^2 + 6a + 3 - 5a - 5 + 2 = 3a^2 + a \).

Step five: check (b). Put \( a = 1 \). The formula gives \( 3(1) + 1 = 4 \). Directly, \( f(1 + 1) = f(2) = 3(4) - 10 + 2 = 4 \). They agree. Checking a simplified expression at one value costs seconds and catches most algebra errors.

Step six: find the restrictions for (c). Two things can go wrong. The square root is an even root, so its radicand must be nonnegative: \( x - 3 \ge 0 \), giving \( x \ge 3 \). The denominator cannot be zero: \( x - 7 \ne 0 \), giving \( x \ne 7 \).

Step seven: combine and write (c) as an interval. Both conditions must hold at once, so the domain is every \( x \) at least 3 except 7: \( [3, 7) \cup (7, \infty) \). The bracket at 3 is square because 3 is included, and both sides of 7 are open because 7 is excluded.

Step eight: answer (d). A point on a graph is a pair of an input and its output, with the input read horizontally. All points on one vertical line share the same \( x \)-coordinate, that is the same input. So two points on one vertical line mean one input with two different outputs, which is exactly what the definition of a function forbids. The test is the definition restated geometrically, not a separate rule. A useful consequence: a circle is not a function, and neither is \( x = y^2 \), since both fail the test. Relations are not useless; they simply cannot be written as \( y = f(x) \) without splitting them into pieces.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Use \( f(x) = x^2 - 4x \) where a function is not named.

  1. Find \( f(3) \).
    Show the full solution

    \( 9 - 12 \). \( -3 \)

  2. Find \( f(-1) \).
    Show the full solution

    \( 1 + 4 \). 5

  3. Find \( f(0) \).
    Show the full solution

    0

  4. Find the domain of \( \dfrac{1}{x - 5} \).
    Show the full solution

    Only the zero denominator excludes anything. All reals except 5

  5. Find the domain of \( \sqrt{x + 2} \).
    Show the full solution

    \( x + 2 \ge 0 \). \( x \ge -2 \)

  6. Find \( f(t - 2) \) and simplify.
    Show the full solution

    \( (t - 2)^2 - 4(t - 2) = t^2 - 4t + 4 - 4t + 8 = t^2 - 8t + 12 \). Check at \( t = 3 \): the formula gives \( 9 - 24 + 12 = -3 \), and \( f(1) = 1 - 4 = -3 \). Agrees. \( t^2 - 8t + 12 \)

  7. Find the domain of \( \dfrac{x + 1}{x^2 - 9} \).
    Show the full solution

    Factor the denominator: \( (x - 3)(x + 3) \), which is zero at \( x = 3 \) and \( x = -3 \). Domain: all reals except 3 and \( -3 \), or \( (-\infty, -3) \cup (-3, 3) \cup (3, \infty) \). Note that the numerator plays no part: a zero numerator gives an output of zero, which is perfectly allowed. All reals except \( \pm 3 \)

  8. Find the domain of \( \dfrac{\sqrt{2x + 6}}{x - 1} \).
    Show the full solution

    Radicand nonnegative: \( 2x + 6 \ge 0 \), so \( x \ge -3 \). Denominator nonzero: \( x \ne 1 \). Both must hold: \( [-3, 1) \cup (1, \infty) \). Check a boundary: at \( x = -3 \) the expression is \( \dfrac{0}{-4} = 0 \), which is fine, so \( -3 \) is included. \( [-3, 1) \cup (1, \infty) \)

  9. Explain why \( f(x) \) is not \( f \) times \( x \), and why the distinction matters.
    Show the full solution

    \( f \) is not a number. It is a rule, and the notation \( f(x) \) names the output that rule produces from the input \( x \). The parentheses are part of the naming, not a multiplication sign. Why it matters. Reading it as multiplication makes several later statements come out wrong. A student who believes \( f(x) \) is a product will "simplify" \( \dfrac{f(2x)}{f(x)} \) to 2, which is almost never true. Take \( f(x) = x^2 \): then \( f(2x) = 4x^2 \) and the ratio is 4, not 2. Take \( f(x) = x + 1 \): the ratio is \( \dfrac{2x + 1}{x + 1} \), which is not constant at all. The same misreading produces \( f(a + b) = f(a) + f(b) \), which is the linearity error this course names. It holds only for functions of the form \( f(x) = mx \), and for nothing else. The reliable habit. Read \( f(x) \) aloud as "f of x" rather than "f x". It costs nothing and it keeps the two ideas apart. \( f \) is a rule, not a factor; reading it as a product produces the linearity error

  10. A function is defined by the table: \( f(1) = 4 \), \( f(2) = 7 \), \( f(3) = 4 \), \( f(4) = 10 \). State its domain and range, and say whether \( f \) has an inverse function.
    Show the full solution

    Domain. The set of inputs the table defines: \( \{1, 2, 3, 4\} \). Range. The set of outputs produced, each listed once: \( \{4, 7, 10\} \). The value 4 appears twice in the table but the range is a set, so it is written once. Is it a function? Yes. Each input appears exactly once with exactly one output. Two inputs sharing an output is entirely allowed; it is two outputs sharing an input that is forbidden. Does it have an inverse function? No. An inverse would have to send 4 back to its input, but 4 came from both 1 and 3. The inverse relation would pair the input 4 with two different outputs, which is not a function. The general statement. A function has an inverse function exactly when no output is repeated, which is the horizontal line test of lesson 1.7. This table fails it. What could be done. Restricting the domain to \( \{1, 2, 4\} \), or to \( \{2, 3, 4\} \), removes the repetition and produces a function that does have an inverse. That is the same move that makes \( \sqrt{x} \) the inverse of \( x^2 \). Domain \( \{1,2,3,4\} \), range \( \{4,7,10\} \), no inverse function because 4 is repeated

Lesson 1.2 · Unit 1 · F-IF.7

Nine graphs worth knowing before you need them

Every function studied this year is one of nine basic shapes, moved and stretched. Learning the nine now means that later units introduce no new graphing work at all, only new algebra. This lesson is a reference you will come back to.

The method
  1. Linear, \( f(x) = x \). A straight line through the origin at \( 45^\circ \). Domain and range both all reals.
  2. Quadratic, \( f(x) = x^2 \). A parabola with vertex at the origin opening up. Domain all reals, range \( y \ge 0 \). Even.
  3. Cubic, \( f(x) = x^3 \). Through the origin, rising left to right with a flattening at zero. Domain and range all reals. Odd.
  4. Square root, \( f(x) = \sqrt{x} \). Half a sideways parabola starting at the origin. Domain \( x \ge 0 \), range \( y \ge 0 \).
  5. Cube root, \( f(x) = \sqrt[3]{x} \). Like the square root but continuing into the third quadrant. Domain and range all reals. Odd.
  6. Absolute value, \( f(x) = \left| x \right| \). A V with its corner at the origin. Domain all reals, range \( y \ge 0 \). Even.
  7. Reciprocal, \( f(x) = \dfrac{1}{x} \). Two branches with asymptotes on both axes. Domain and range all reals except zero. Odd.
  8. Exponential \( f(x) = 2^x \) and logarithmic \( f(x) = \log_2 x \), reflections of each other in the line \( y = x \), with a horizontal and a vertical asymptote respectively.

Where students lose marks: confusing the square root graph with half a parabola turned on its side and drawing it symmetric about the \( x \)-axis. \( y = \sqrt{x} \) has only the upper half, because the radical sign means the principal root. The full sideways parabola is \( x = y^2 \), which is not a function.

Worked example

The problem. (a) State the domain and range of \( f(x) = \sqrt{x} \) and of \( g(x) = \sqrt[3]{x} \), and explain the difference. (b) Describe the end behavior of \( x^2 \), \( x^3 \) and \( \dfrac{1}{x} \). (c) Which of the nine are even, which odd, and which neither? (d) Explain why the exponential and logarithmic graphs are reflections in \( y = x \).

Step one: answer (a) for the square root. The radicand must be nonnegative, so the domain is \( x \ge 0 \). The radical sign denotes the principal, nonnegative root, so the range is \( y \ge 0 \). The graph occupies only the first quadrant and the origin.

Step two: answer (a) for the cube root. An odd root accepts negative inputs, because a negative number has a real cube root: \( \sqrt[3]{-8} = -2 \), since \( (-2)^3 = -8 \). So both the domain and the range are all real numbers.

Step three: explain the difference. Squaring destroys sign information: both \( 3 \) and \( -3 \) square to 9, so \( \sqrt{9} \) must choose one and chooses the positive. Cubing preserves sign, since a negative cubed stays negative, so the cube root can recover the input uniquely and needs no restriction. That single fact explains every later difference between even and odd roots, including the absolute value that appears when simplifying \( \sqrt{x^2} \).

Step four: end behavior of \( x^2 \) for (b). As \( x \to \infty \) the outputs grow without bound, and as \( x \to -\infty \) they also grow without bound, since squaring removes the sign. Both ends rise.

Step five: end behavior of \( x^3 \) and \( \dfrac{1}{x} \). For \( x^3 \), cubing preserves sign, so the outputs rise without bound to the right and fall without bound to the left. One end up, one end down. For \( \dfrac{1}{x} \), dividing 1 by an ever larger number gives an ever smaller result, so the outputs approach zero from above on the right and from below on the left. The \( x \)-axis is a horizontal asymptote at both ends, and the \( y \)-axis is a vertical asymptote at zero.

Step six: classify for (c). Even means \( f(-x) = f(x) \), a graph symmetric about the \( y \)-axis. Odd means \( f(-x) = -f(x) \), a graph unchanged by a \( 180^\circ \) rotation about the origin. Even: \( x^2 \) and \( \left| x \right| \). Odd: \( x \), \( x^3 \), \( \sqrt[3]{x} \) and \( \dfrac{1}{x} \). Neither: \( \sqrt{x} \), \( 2^x \) and \( \log_2 x \).

Step seven: check one of each. For \( \dfrac{1}{x} \): \( f(-x) = \dfrac{1}{-x} = -\dfrac{1}{x} = -f(x) \). Odd, confirmed. For \( \sqrt{x} \): \( f(-x) \) does not even exist for positive \( x \), so it cannot equal \( \pm f(x) \). Neither, and the domain alone settles it. Lesson 1.4 develops these tests properly.

Step eight: answer (d). The logarithm is defined as the inverse of the exponential: \( \log_2 y = x \) means exactly \( 2^x = y \). So the two functions swap the roles of input and output. A point \( (a, b) \) on the exponential graph means \( 2^a = b \), which means \( \log_2 b = a \), which is the point \( (b, a) \) on the logarithmic graph. Swapping coordinates is precisely reflection in the line \( y = x \), so the graphs are mirror images in that line. A concrete case: \( (3, 8) \) lies on \( y = 2^x \) since \( 2^3 = 8 \), and \( (8, 3) \) lies on \( y = \log_2 x \) since \( \log_2 8 = 3 \). Correct. That relationship also explains their asymptotes: the exponential's horizontal asymptote at \( y = 0 \) reflects into the logarithm's vertical asymptote at \( x = 0 \), which is why the logarithm's domain excludes zero and everything below it.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. State the range of \( f(x) = x^2 \).
    Show the full solution

    \( y \ge 0 \)

  2. State the domain of \( f(x) = \sqrt[3]{x} \).
    Show the full solution

    Odd roots accept negatives. All reals

  3. State the range of \( f(x) = \left| x \right| \).
    Show the full solution

    \( y \ge 0 \)

  4. Name the asymptotes of \( f(x) = \dfrac{1}{x} \).
    Show the full solution

    \( x = 0 \) and \( y = 0 \)

  5. Which parent function has a corner rather than a smooth turn?
    Show the full solution

    Absolute value

  6. Compare the graphs of \( x^2 \) and \( x^3 \) for \( x \) between 0 and 1.
    Show the full solution

    On \( 0 \lt x \lt 1 \), raising to a higher power makes a number smaller, since multiplying by a fraction reduces it. At \( x = 0.5 \): \( x^2 = 0.25 \) and \( x^3 = 0.125 \). So the cubic lies below the quadratic on that interval, which reverses outside it: at \( x = 2 \), \( x^2 = 4 \) and \( x^3 = 8 \). They cross at \( x = 0 \) and \( x = 1 \), where both equal 0 and 1 respectively. The cubic is below the quadratic on \( (0, 1) \) and above it beyond 1

  7. State the domain and range of \( f(x) = 2^x \), and of \( f(x) = \log_2 x \).
    Show the full solution

    Exponential: domain all reals, range \( y \gt 0 \). No power of 2 is zero or negative, so the graph stays strictly above the \( x \)-axis. Logarithmic: domain \( x \gt 0 \), range all reals. Notice the swap: the exponential's domain is the logarithm's range and the exponential's range is the logarithm's domain. That is what being inverses means. Exponential: all reals, \( y \gt 0 \). Logarithmic: \( x \gt 0 \), all reals

  8. Sketch-describe \( y = \sqrt{x} \) and \( y = x^2 \) on the same axes for \( x \ge 0 \), and say where they cross.
    Show the full solution

    Both start at the origin and rise. The square root rises quickly at first and then flattens; the parabola starts flat and then rises steeply. They cross where \( \sqrt{x} = x^2 \). Squaring both sides gives \( x = x^4 \), so \( x^4 - x = 0 \) and \( x(x^3 - 1) = 0 \), giving \( x = 0 \) or \( x = 1 \). Check both in the original: \( \sqrt{0} = 0 = 0^2 \) and \( \sqrt{1} = 1 = 1^2 \). Both genuine, neither extraneous. Between 0 and 1 the square root is above; beyond 1 the parabola is above. At \( x = 0.25 \): \( \sqrt{x} = 0.5 \) and \( x^2 = 0.0625 \). Confirmed. They cross at \( (0,0) \) and \( (1,1) \)

  9. Explain why knowing these nine graphs makes the rest of the year easier.
    Show the full solution

    Every function in Algebra 2 is one of these nine with some combination of shifts, reflections and stretches applied, and lesson 1.3 shows that those transformations change a graph in entirely predictable ways. So graphing a new function is never a fresh problem. It is two questions: which parent is this, and what has been done to it. A student who can answer both can sketch \( y = -3\sqrt{x + 4} - 1 \) without plotting a single point. What that buys in each later unit. Unit 2's parabolas are the quadratic parent transformed. Unit 4's rational functions start from the reciprocal parent. Unit 5's radical functions are the square root and cube root parents. Units 6 and 7 are the exponential and logarithmic parents. Unit 9's sinusoids add one more parent and reuse the same four transformations. The deeper point. Organizing the course this way is a claim about mathematics, not a study tip: the transformations form a structure that acts the same way on every function, so learning it once covers every family. That is why this unit comes first rather than being tucked into whichever chapter happens to need it. Every later function is one of these nine transformed, so graphing reduces to identifying the parent and the transformation

  10. For each of \( x^2 \), \( x^3 \), \( \sqrt{x} \) and \( \dfrac{1}{x} \), state whether it has an inverse function on its natural domain, and if not, what restriction fixes it.
    Show the full solution

    The test. A function has an inverse function exactly when no output is repeated, which on a graph is the horizontal line test: no horizontal line may meet the graph twice. \( x^2 \). Fails. The line \( y = 4 \) meets it at \( x = 2 \) and \( x = -2 \). Restricting the domain to \( x \ge 0 \) removes the left branch and makes it one-to-one; the inverse is then \( \sqrt{x} \). Restricting to \( x \le 0 \) works equally well and gives \( -\sqrt{x} \). \( x^3 \). Passes. The cubic is increasing everywhere, so no output repeats, and its inverse is \( \sqrt[3]{x} \) on all reals with no restriction needed. \( \sqrt{x} \). Passes on its natural domain \( x \ge 0 \), since it is increasing. Its inverse is \( x^2 \) restricted to \( x \ge 0 \), and that restriction on the inverse is the mirror image of the restriction that was needed on \( x^2 \) in the first place. \( \dfrac{1}{x} \). Passes. Although it has two branches, no output is repeated: the right branch produces only positive values and the left only negative. Its inverse is itself, since solving \( y = \dfrac{1}{x} \) for \( x \) gives \( x = \dfrac{1}{y} \). A function equal to its own inverse is called an involution, and its graph is symmetric about the line \( y = x \). The pattern. The even-powered and even-root functions need restrictions; the odd-powered and odd-root ones do not. It is the same sign-destroying property that separated \( \sqrt{x} \) from \( \sqrt[3]{x} \) in the worked example. \( x^3 \), \( \sqrt{x} \) and \( \frac{1}{x} \) have inverses as they stand; \( x^2 \) needs its domain restricted to \( x \ge 0 \)

Lesson 1.3 · Unit 1 · F-BF.3

Four moves, and why the horizontal ones run backward

A transformation changes a graph in a predictable way, and there are only four kinds. The one thing that reliably confuses students is that changes inside the function act opposite to their sign, so this lesson explains why rather than asking you to memorize it.

The method
  1. The general form is \( g(x) = a \cdot f\big(b(x - h)\big) + k \), and each letter does one job.
  2. \( k \) shifts vertically, up for positive, and it acts as its sign suggests because it is applied after the function.
  3. \( h \) shifts horizontally, right for positive, because the form subtracts it.
  4. \( a \) stretches vertically by a factor of \( \left| a \right| \), and reflects in the \( x \)-axis if it is negative.
  5. \( b \) compresses horizontally by a factor of \( \dfrac{1}{\left| b \right|} \), and reflects in the \( y \)-axis if it is negative.
  6. Anything inside the function acts on the input, so it runs opposite to intuition; anything outside acts on the output and runs as expected.
  7. Factor out \( b \) before reading \( h \). In \( f(2x - 6) \) the shift is 3, not 6, because \( 2x - 6 = 2(x - 3) \).
  8. Order: horizontal stretch, then horizontal shift, then vertical stretch, then vertical shift. Inside-out.

Where students lose marks: reading the shift straight off \( f(2x - 6) \) as 6 units. The horizontal shift is whatever makes the inside zero, here \( x = 3 \). Factoring first makes it visible and removes the guesswork.

Worked example

The problem. (a) Describe the transformations taking \( f(x) = x^2 \) to \( g(x) = -2(x + 3)^2 + 5 \), and give the vertex. (b) Describe \( y = \sqrt{2x - 6} \) as a transformation of \( \sqrt{x} \). (c) Explain why the horizontal transformations act opposite to their sign. (d) Write the function whose graph is \( \left| x \right| \) reflected in the \( x \)-axis, stretched vertically by 3, and moved 2 left and 1 down.

Step one: match (a) to the general form. \( g(x) = -2(x + 3)^2 + 5 \) has \( a = -2 \), \( b = 1 \), \( h = -3 \) and \( k = 5 \), reading \( (x + 3) \) as \( (x - (-3)) \).

Step two: list the transformations for (a). \( a = -2 \): reflect in the \( x \)-axis, then stretch vertically by 2. \( h = -3 \): shift 3 units left. \( k = 5 \): shift 5 units up.

Step three: find the vertex. The parent's vertex is at the origin. Moving 3 left and 5 up puts it at \( (-3, 5) \), and the negative \( a \) means the parabola opens downward, so that vertex is a maximum. Check by substituting: \( g(-3) = -2(0) + 5 = 5 \). Correct. A second check: \( g(-2) = -2(1) + 5 = 3 \), which is below 5. Consistent with a maximum.

Step four: factor before reading (b). \( \sqrt{2x - 6} = \sqrt{2(x - 3)} \). Now \( b = 2 \) and \( h = 3 \) are visible.

Step five: describe (b). A horizontal compression by a factor of \( \dfrac{1}{2} \), then a shift 3 units right. Check the starting point: the parent starts at \( (0, 0) \), and this graph starts where the radicand is zero, at \( x = 3 \). Correct. Had the shift been read as 6, the graph would have been drawn starting at \( x = 6 \), where the actual value is \( \sqrt{6} \approx 2.449 \), not 0.

Step six: begin (c). Ask what input the new function needs in order to do what the old one did at a particular value. Take \( g(x) = f(x - 3) \). For \( g \) to produce what \( f \) produced at 0, the inside must equal 0, so \( x - 3 = 0 \) and \( x = 3 \).

Step seven: draw the conclusion for (c). The behavior that used to happen at \( x = 0 \) now happens at \( x = 3 \), so the graph has moved 3 units right, even though the formula says minus 3. The same reasoning covers the stretch. In \( f(2x) \), the inside reaches a given value at half the \( x \), so everything happens twice as early and the graph is squeezed toward the \( y \)-axis by a factor of \( \dfrac{1}{2} \), despite the 2. Vertical changes need no such reasoning because they are applied to the answer after the function has done its work, so adding 5 genuinely raises the output by 5. The one-sentence version: horizontal changes are demands on the input, and to meet a larger demand you supply a smaller input.

Step eight: build the function for (d). Reflection and vertical stretch by 3 give \( a = -3 \). Two left gives \( h = -2 \). One down gives \( k = -1 \). \( y = -3\left| x + 2 \right| - 1 \). Check the corner: the parent's corner is at the origin, so it moves to \( (-2, -1) \). Substituting: \( -3\left| 0 \right| - 1 = -1 \). Correct. Check the shape: at \( x = -1 \), \( y = -3(1) - 1 = -4 \), which is below the corner, so the V opens downward as the reflection requires. Correct.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Describe the transformation from \( x^2 \) to \( x^2 + 4 \).
    Show the full solution

    Up 4

  2. Describe the transformation from \( x^2 \) to \( (x - 5)^2 \).
    Show the full solution

    Right 5

  3. Describe the transformation from \( \left| x \right| \) to \( -\left| x \right| \).
    Show the full solution

    Reflection in the \( x \)-axis

  4. Describe the transformation from \( \sqrt{x} \) to \( 4\sqrt{x} \).
    Show the full solution

    Vertical stretch by 4

  5. Give the vertex of \( y = (x + 1)^2 - 7 \).
    Show the full solution

    \( (-1, -7) \)

  6. Describe \( y = \dfrac{1}{x - 2} + 3 \) as a transformation, and give its asymptotes.
    Show the full solution

    From the reciprocal parent: right 2, up 3. The parent's asymptotes are \( x = 0 \) and \( y = 0 \). Moving right 2 carries the vertical asymptote to \( x = 2 \); moving up 3 carries the horizontal one to \( y = 3 \). Check: at \( x = 3 \), \( y = 1 + 3 = 4 \). At \( x = 102 \), \( y = 0.01 + 3 \), close to 3. Consistent with a horizontal asymptote at 3. Right 2 and up 3; asymptotes \( x = 2 \) and \( y = 3 \)

  7. Describe \( y = \sqrt{3x + 12} \) as a transformation of \( \sqrt{x} \).
    Show the full solution

    Factor the inside first: \( \sqrt{3x + 12} = \sqrt{3(x + 4)} \). So \( b = 3 \) and \( h = -4 \): a horizontal compression by \( \dfrac{1}{3} \), then a shift 4 units left. Check the starting point: the radicand is zero at \( x = -4 \), and the graph starts there. Reading the shift as 12 would have put the start at \( x = -12 \), where the radicand is \( -24 \) and the function is undefined. Compression by \( \frac{1}{3} \), then left 4

  8. Write the equation of \( y = x^3 \) reflected in the \( y \)-axis, then moved 1 right and 2 up. Simplify if possible.
    Show the full solution

    Reflection in the \( y \)-axis replaces \( x \) with \( -x \): \( y = (-x)^3 = -x^3 \). Right 1: replace \( x \) with \( x - 1 \), giving \( y = -(x - 1)^3 \). Up 2: \( y = -(x - 1)^3 + 2 \). A simplification worth noticing. Since the cubic is odd, \( -(x-1)^3 = (1 - x)^3 \), so the answer can also be written \( y = (1 - x)^3 + 2 \). Both are correct; the first shows the transformations more clearly. Check at \( x = 1 \): \( y = 0 + 2 = 2 \). The parent's inflection point at the origin has moved to \( (1, 2) \), as the shifts require. Check at \( x = 2 \): \( y = -(1) + 2 = 1 \), below the inflection point, which is right for a reflected cubic. \( y = -(x - 1)^3 + 2 \)

  9. Explain why \( f(x) + 3 \) and \( f(x + 3) \) are different transformations.
    Show the full solution

    They act at different stages, and that is the whole difference. \( f(x) + 3 \) feeds \( x \) into the function, gets an answer, then adds 3 to that answer. Every output rises by 3, so the graph moves up 3. \( f(x + 3) \) adds 3 to the input before the function sees it. The function then behaves at \( x = -3 \) the way it used to behave at \( 0 \), so the graph moves left 3. A concrete comparison. Take \( f(x) = x^2 \). \( f(x) + 3 = x^2 + 3 \), with vertex \( (0, 3) \). \( f(x + 3) = (x + 3)^2 \), with vertex \( (-3, 0) \). Different graphs entirely: one moved vertically, one horizontally, in opposite apparent directions from their signs. The general rule this illustrates. Outside the function means the output, and acts as written. Inside the function means the input, and acts opposite. Everything in this lesson is that one distinction applied four times. One adds to the output and moves the graph up; the other adds to the input and moves it left

  10. A graph of \( y = f(x) \) passes through \( (2, 5) \) and \( (-1, 0) \). Find the corresponding points on \( y = -2f(x - 1) + 4 \).
    Show the full solution

    Work out what happens to a general point. Suppose \( (p, q) \) is on \( y = f(x) \), so \( f(p) = q \). For the new function to use that value, its input must satisfy \( x - 1 = p \), so \( x = p + 1 \). The \( x \)-coordinate increases by 1. The output is then \( -2q + 4 \). So \( (p, q) \) maps to \( (p + 1,\; -2q + 4) \). Apply it to \( (2, 5) \). New \( x \): \( 2 + 1 = 3 \). New \( y \): \( -2(5) + 4 = -6 \). The point is \( (3, -6) \). Apply it to \( (-1, 0) \). New \( x \): \( -1 + 1 = 0 \). New \( y \): \( -2(0) + 4 = 4 \). The point is \( (0, 4) \). Check the order of operations on the output. The stretch and reflection apply before the shift, because the form is \( -2f(\cdot) + 4 \): multiply first, then add. Adding 4 first and then multiplying would give \( -2(5 + 4) = -18 \), which is wrong. Sanity check on the \( x \)-coordinate. The transformation is a shift right by 1, so both \( x \)-coordinates should increase by exactly 1, and they do. A note on what does not change. The horizontal shift does not touch the \( y \)-coordinate and the vertical work does not touch the \( x \)-coordinate. Keeping the two columns separate is the reliable way to do these. \( (3, -6) \) and \( (0, 4) \)

Lesson 1.4 · Unit 1 · F-BF.3

Two kinds of symmetry, tested algebraically

A graph symmetric about the \( y \)-axis and a graph unchanged by a half-turn about the origin are the two symmetries a function can have. Both have a one-line algebraic test, and most functions have neither.

The method
  1. A function is even when \( f(-x) = f(x) \) for every \( x \) in the domain.
  2. Even means symmetric about the \( y \)-axis: the left half is the mirror image of the right.
  3. A function is odd when \( f(-x) = -f(x) \) for every \( x \) in the domain.
  4. Odd means symmetric about the origin: rotating the graph \( 180^\circ \) about the origin returns the same graph.
  5. To test, compute \( f(-x) \) fully and compare it with \( f(x) \) and with \( -f(x) \).
  6. Most functions are neither, and saying so is a complete answer.
  7. A power function \( x^n \) is even when \( n \) is even and odd when \( n \) is odd, which is where the names come from.
  8. The only function that is both is \( f(x) = 0 \).

Where students lose marks: concluding "odd" from the fact that \( f(-x) \ne f(x) \). Failing the even test does not pass the odd test. The odd condition has to be checked separately, and a function can fail both.

Worked example

The problem. Classify each as even, odd or neither. (a) \( f(x) = x^3 - 4x \). (b) \( g(x) = x^4 - 3x^2 + 1 \). (c) \( h(x) = x^2 + x \). (d) Explain why the only function that is both even and odd is the zero function.

Step one: compute \( f(-x) \) for (a). \( f(-x) = (-x)^3 - 4(-x) \). \( (-x)^3 = -x^3 \), since an odd power keeps the sign. \( -4(-x) = 4x \). So \( f(-x) = -x^3 + 4x \).

Step two: compare for (a). \( f(x) = x^3 - 4x \), so \( -f(x) = -x^3 + 4x \). That is exactly \( f(-x) \). The function is odd. Numerical check: \( f(2) = 8 - 8 = 0 \) and \( f(-2) = -8 + 8 = 0 \). Both zero, consistent. A better check: \( f(1) = 1 - 4 = -3 \) and \( f(-1) = -1 + 4 = 3 \). Opposite signs, as odd requires.

Step three: compute \( g(-x) \) for (b). \( g(-x) = (-x)^4 - 3(-x)^2 + 1 \). \( (-x)^4 = x^4 \) and \( (-x)^2 = x^2 \), since even powers destroy the sign. So \( g(-x) = x^4 - 3x^2 + 1 = g(x) \). The function is even. Check: \( g(2) = 16 - 12 + 1 = 5 \) and \( g(-2) = 16 - 12 + 1 = 5 \). Equal.

Step four: compute \( h(-x) \) for (c). \( h(-x) = (-x)^2 + (-x) = x^2 - x \).

Step five: compare both ways for (c). Against \( h(x) = x^2 + x \): not equal, since the linear terms differ in sign. Not even. Against \( -h(x) = -x^2 - x \): not equal, since the squared terms differ in sign. Not odd. The function is neither. Both comparisons were necessary, and this is the case the warning is about.

Step six: note the pattern. Part (a) had only odd powers of \( x \), and came out odd. Part (b) had only even powers, counting the constant 1 as \( x^0 \), and came out even. Part (c) mixed them, and came out neither. That is a reliable shortcut for polynomials: all-odd exponents means odd, all-even means even, mixed means neither. It does not extend to non-polynomials, so the algebraic test remains the method.

Step seven: set up (d). Suppose \( f \) is both even and odd. Then for every \( x \) in the domain, \( f(-x) = f(x) \) from evenness, and \( f(-x) = -f(x) \) from oddness.

Step eight: finish (d). The two right-hand sides must be equal, since both equal \( f(-x) \): \( f(x) = -f(x) \). Adding \( f(x) \) to both sides gives \( 2f(x) = 0 \), so \( f(x) = 0 \). This holds for every \( x \), so \( f \) is the zero function. Conversely the zero function does satisfy both conditions, since \( 0 = 0 \) and \( 0 = -0 \), so it genuinely is both and is the only such function. The result is worth having because it rules out a whole class of wrong answers: a classification of "both" is never correct unless the function is identically zero.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Classify \( f(x) = x^2 \).
    Show the full solution

    Even

  2. Classify \( f(x) = x^5 \).
    Show the full solution

    Odd

  3. Classify \( f(x) = \left| x \right| \).
    Show the full solution

    \( \left| -x \right| = \left| x \right| \). Even

  4. Classify \( f(x) = x + 2 \).
    Show the full solution

    \( f(-x) = -x + 2 \), which is neither \( f(x) \) nor \( -f(x) \). Neither

  5. What symmetry does an even function's graph have?
    Show the full solution

    Symmetry about the \( y \)-axis

  6. Classify \( f(x) = \dfrac{1}{x^3} \).
    Show the full solution

    \( f(-x) = \dfrac{1}{(-x)^3} = \dfrac{1}{-x^3} = -\dfrac{1}{x^3} = -f(x) \). Odd Check: \( f(2) = \dfrac{1}{8} \) and \( f(-2) = -\dfrac{1}{8} \). Opposite. Correct.

  7. Classify \( f(x) = x^4 + x^2 - 6 \).
    Show the full solution

    \( f(-x) = x^4 + x^2 - 6 = f(x) \), since both powers are even and the constant is unchanged. Even The shortcut confirms it: every exponent present is even, counting \( -6 \) as \( -6x^0 \). Check: \( f(1) = 1 + 1 - 6 = -4 \) and \( f(-1) = -4 \). Equal.

  8. Classify \( f(x) = \dfrac{x^2}{x^3 - x} \), and state its domain.
    Show the full solution

    Domain first. The denominator factors as \( x(x^2 - 1) = x(x-1)(x+1) \), zero at \( 0 \), \( 1 \) and \( -1 \). Domain: all reals except those three. Note the domain is symmetric about zero, which it must be for either classification to be possible. Test. \( f(-x) = \dfrac{(-x)^2}{(-x)^3 - (-x)} = \dfrac{x^2}{-x^3 + x} = \dfrac{x^2}{-(x^3 - x)} = -\dfrac{x^2}{x^3 - x} = -f(x) \). Odd Check at \( x = 2 \): \( f(2) = \dfrac{4}{8 - 2} = \dfrac{2}{3} \), and \( f(-2) = \dfrac{4}{-8 + 2} = -\dfrac{2}{3} \). Opposite. Correct. Note on the shortcut. The all-even or all-odd exponent rule applies to polynomials, not to quotients. Here an even numerator over an odd denominator produced an odd function, which the rule would not have predicted.

  9. Explain why a function whose domain is \( x \ge 0 \) cannot be even or odd, unless its domain is just \( \{0\} \).
    Show the full solution

    Both tests require evaluating \( f(-x) \). For the test to mean anything, \( -x \) must be in the domain whenever \( x \) is. A domain of \( x \ge 0 \) fails that at once: if \( x = 2 \) is in the domain then \( -2 \) must be too, and it is not. So \( f(-2) \) does not exist and the equation \( f(-2) = f(2) \) cannot hold or fail; it is not a statement about anything. The general requirement. A function can be even or odd only if its domain is symmetric about zero. That is a precondition, checked before any algebra. Why \( \{0\} \) is the exception. The set \( \{0\} \) is symmetric about zero, since \( -0 = 0 \). A function defined only there is even if \( f(0) \) is anything, and odd only if \( f(0) = 0 \), since oddness would demand \( f(0) = -f(0) \). A worked case. \( f(x) = \sqrt{x} \) has domain \( x \ge 0 \) and is therefore neither, for this reason rather than for any algebraic one. By contrast \( f(x) = \sqrt[3]{x} \) has all reals as its domain and is genuinely odd. The practical order. Check the domain for symmetry first. If it is not symmetric, the answer is "neither" and no computation is needed. The tests require \( -x \) to be in the domain whenever \( x \) is, and a domain of \( x \ge 0 \) is not symmetric about zero

  10. Prove that the product of two odd functions is even, and that the product of an even and an odd function is odd.
    Show the full solution

    Set up. Let \( f \) and \( g \) be functions on a domain symmetric about zero, and let \( p(x) = f(x)g(x) \). First claim: odd times odd is even. Suppose \( f \) and \( g \) are both odd, so \( f(-x) = -f(x) \) and \( g(-x) = -g(x) \). Then \[ p(-x) = f(-x)\,g(-x) = \big(-f(x)\big)\big(-g(x)\big) = f(x)g(x) = p(x) \] The two negatives multiply to a positive, so \( p \) is even. Check with an example. \( f(x) = x \) and \( g(x) = x^3 \) are both odd, and their product is \( x^4 \), which is even. Confirmed. Second claim: even times odd is odd. Suppose \( f \) is even and \( g \) is odd, so \( f(-x) = f(x) \) and \( g(-x) = -g(x) \). Then \[ p(-x) = f(-x)\,g(-x) = f(x)\big(-g(x)\big) = -f(x)g(x) = -p(x) \] One negative survives, so \( p \) is odd. Check with an example. \( f(x) = x^2 \) is even and \( g(x) = x \) is odd, and their product is \( x^3 \), which is odd. Confirmed. The third case, for completeness. Even times even is even, by the same argument with no negatives at all. So the three rules together behave exactly like multiplying signs, or like adding exponents in \( x^m \cdot x^n = x^{m+n} \) and asking whether the sum is even or odd. Why the analogy is not a coincidence. The names come from the power functions, where evenness and oddness are literally the parity of the exponent. Since multiplying powers adds exponents, and parity adds the way these rules multiply, the general result had to come out matching. A caution. The corresponding statements for sums are weaker: even plus even is even and odd plus odd is odd, but even plus odd is usually neither. \( x^2 + x \) from the worked example is exactly that case. Proved by substituting the definitions and tracking the signs

Lesson 1.5 · Unit 1 · F-IF.7b

One function, different rules on different intervals

A piecewise function uses one rule on part of its domain and a different rule elsewhere. Absolute value is the most common example, and rewriting it piecewise is what turns absolute value equations and inequalities into ordinary ones.

The method
  1. A piecewise rule lists a formula and the interval it applies on, and the intervals must not overlap.
  2. To evaluate, find which interval the input is in first, then use only that formula.
  3. To graph, draw each piece only on its interval, with a closed circle at an included endpoint and an open circle at an excluded one.
  4. Absolute value is piecewise: \( \left| x \right| = x \) when \( x \ge 0 \) and \( -x \) when \( x \lt 0 \).
  5. To solve \( \left| A \right| = b \) with \( b \gt 0 \), write \( A = b \) or \( A = -b \) and solve both.
  6. If \( b \lt 0 \) there is no solution, since an absolute value is never negative.
  7. \( \left| A \right| \lt b \) becomes \( -b \lt A \lt b \), a single compound inequality with an "and".
  8. \( \left| A \right| \gt b \) becomes \( A \gt b \) or \( A \lt -b \), two separate intervals joined by "or".

Where students lose marks: writing a "greater than" absolute value inequality as a single compound statement. \( \left| x \right| \gt 3 \) is not \( -3 \gt x \gt 3 \), which asserts something impossible. It is two rays, \( x \gt 3 \) or \( x \lt -3 \), and they cannot be written as one chain.

Worked example

The problem. Let \( f(x) = \begin{cases} 2x + 1 & x \lt 1 \\ x^2 & x \ge 1 \end{cases} \) (a) Find \( f(0) \), \( f(1) \) and \( f(3) \). (b) Describe the graph at \( x = 1 \). (c) Solve \( \left| 2x - 5 \right| = 9 \). (d) Solve \( \left| 3x + 2 \right| \lt 8 \) and \( \left| x - 4 \right| \ge 3 \).

Step one: evaluate (a) by choosing the interval. \( 0 \lt 1 \), so use the first rule: \( f(0) = 2(0) + 1 = 1 \). \( 3 \ge 1 \), so use the second: \( f(3) = 9 \).

Step two: handle the boundary. At \( x = 1 \) the condition \( x \ge 1 \) is satisfied, so the second rule applies: \( f(1) = 1^2 = 1 \). The first rule would have given \( 2(1) + 1 = 3 \), but it does not apply, since its condition is \( x \lt 1 \) strictly. Reading the inequality signs carefully is the whole of this step.

Step three: describe the graph for (b). Approaching \( x = 1 \) from the left, the first piece climbs toward \( 2(1) + 1 = 3 \), but never reaches it, so the line ends at \( (1, 3) \) with an open circle. At \( x = 1 \) itself the parabola takes over with value 1, so there is a closed circle at \( (1, 1) \).

Step four: name what that is. The graph jumps from a height of 3 down to a height of 1 at \( x = 1 \). This is a jump discontinuity, and it is perfectly allowed: a piecewise function need not connect. Had the pieces been \( 2x - 1 \) and \( x^2 \), both would give 1 at \( x = 1 \) and the graph would join smoothly. Whether a piecewise function is continuous is decided by comparing the two formulas at the boundary.

Step five: solve (c). Since 9 is positive, split into two cases: \( 2x - 5 = 9 \) gives \( 2x = 14 \) and \( x = 7 \). \( 2x - 5 = -9 \) gives \( 2x = -4 \) and \( x = -2 \).

Step six: check (c). \( \left| 2(7) - 5 \right| = \left| 9 \right| = 9 \). Correct. \( \left| 2(-2) - 5 \right| = \left| -9 \right| = 9 \). Correct. Both are genuine; absolute value equations of this form usually have exactly two solutions.

Step seven: solve the "less than" in (d). \( \left| 3x + 2 \right| \lt 8 \) means the inside is within 8 of zero: \( -8 \lt 3x + 2 \lt 8 \). Subtract 2 throughout: \( -10 \lt 3x \lt 6 \). Divide by 3: \( -\dfrac{10}{3} \lt x \lt 2 \). Check an interior point: at \( x = 0 \), \( \left| 2 \right| = 2 \lt 8 \). Correct. Check an exterior point: at \( x = 3 \), \( \left| 11 \right| = 11 \), not less than 8. Correct.

Step eight: solve the "greater than or equal" in (d). \( \left| x - 4 \right| \ge 3 \) means the inside is at least 3 away from zero in either direction, which is two separate conditions: \( x - 4 \ge 3 \), giving \( x \ge 7 \), or \( x - 4 \le -3 \), giving \( x \le 1 \). Solution: \( x \le 1 \) or \( x \ge 7 \), written \( (-\infty, 1] \cup [7, \infty) \). Check: at \( x = 8 \), \( \left| 4 \right| = 4 \ge 3 \). Correct. At \( x = 4 \), \( \left| 0 \right| = 0 \), which fails, and 4 is correctly outside the solution set. The interpretation is worth keeping: \( \left| x - 4 \right| \) is the distance from \( x \) to 4, so the question asks which points are at least 3 away from 4. Reading it that way makes the two-ray answer obvious rather than a rule to recall.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Solve \( \left| x \right| = 6 \).
    Show the full solution

    \( x = 6 \) or \( x = -6 \)

  2. Solve \( \left| x \right| = -2 \).
    Show the full solution

    An absolute value is never negative. No solution

  3. Solve \( \left| x \right| \lt 5 \).
    Show the full solution

    \( -5 \lt x \lt 5 \)

  4. Solve \( \left| x \right| \gt 2 \).
    Show the full solution

    Two rays. \( x \lt -2 \) or \( x \gt 2 \)

  5. For \( f(x) = \begin{cases} x + 3 & x \le 0 \\ 5 & x \gt 0 \end{cases} \), find \( f(-2) \).
    Show the full solution

    \( -2 \le 0 \), so use the first rule. 1

  6. Solve \( \left| 4x - 1 \right| = 11 \).
    Show the full solution

    \( 4x - 1 = 11 \) gives \( x = 3 \). \( 4x - 1 = -11 \) gives \( 4x = -10 \) and \( x = -\dfrac{5}{2} \). Check: \( \left| 12 - 1 \right| = 11 \). Correct. \( \left| -10 - 1 \right| = 11 \). Correct. \( x = 3 \) or \( x = -\frac{5}{2} \)

  7. Solve \( \left| 2x + 7 \right| \le 3 \).
    Show the full solution

    \( -3 \le 2x + 7 \le 3 \). Subtract 7: \( -10 \le 2x \le -4 \). Divide by 2: \( -5 \le x \le -2 \). Check an endpoint: at \( x = -5 \), \( \left| -3 \right| = 3 \le 3 \). Included, correctly. Check the middle: at \( x = -3.5 \), \( \left| 0 \right| = 0 \le 3 \). Correct. \( [-5, -2] \)

  8. Write \( f(x) = \left| x - 3 \right| \) as a piecewise function, and give its vertex.
    Show the full solution

    The absolute value returns its input when the input is nonnegative and the opposite otherwise, so split at the point where \( x - 3 = 0 \), that is \( x = 3 \). \[ f(x) = \begin{cases} x - 3 & x \ge 3 \\ 3 - x & x \lt 3 \end{cases} \] Note the second piece: \( -(x - 3) = 3 - x \), not \( -x - 3 \). Distributing the negative across both terms is where this is usually lost. Vertex. The corner is where the two pieces meet, at \( x = 3 \), with \( f(3) = 0 \). Vertex \( (3, 0) \). Check: \( f(5) = 2 \) from the first piece, and \( \left| 5 - 3 \right| = 2 \). Correct. \( f(1) = 3 - 1 = 2 \) from the second, and \( \left| 1 - 3 \right| = 2 \). Correct. Piecewise as above, vertex \( (3, 0) \)

  9. Explain why \( \left| A \right| \lt b \) gives one interval but \( \left| A \right| \gt b \) gives two.
    Show the full solution

    Read \( \left| A \right| \) as the distance from \( A \) to zero on the number line. The "less than" case. Asking for points within \( b \) of zero describes a single stretch centered on zero, from \( -b \) to \( b \). That is one interval, and it can be written as the chain \( -b \lt A \lt b \) because every point in it satisfies both halves at once. The "greater than" case. Asking for points more than \( b \) from zero describes everything outside that stretch, and the outside of an interval on a line is two pieces: one running left from \( -b \) and one running right from \( b \). Nothing lies in both, so they are joined by "or" rather than "and". Why the chain notation fails there. Writing \( -b \gt A \gt b \) reads as \( A \) being simultaneously less than \( -b \) and greater than \( b \), which no number is when \( b \) is positive. The notation asserts an impossibility, so it can never be right. The check that catches it. Test a value. For \( \left| x \right| \gt 3 \), the number 5 should work: \( \left| 5 \right| = 5 \gt 3 \). Substituting into \( -3 \gt x \gt 3 \) gives \( -3 \gt 5 \), which is false, so the notation has excluded a genuine solution. Less than means inside a single centered interval; greater than means outside it, and the outside of an interval is two pieces

  10. A machine part must be 12.0 cm long with a tolerance of 0.4 cm. Write this as an absolute value inequality, solve it, and then write the acceptable range as a piecewise description of a "reject" function.
    Show the full solution

    Write the inequality. "Within 0.4 of 12.0" is a statement about distance, so it is an absolute value: \( \left| L - 12.0 \right| \le 0.4 \), where \( L \) is the measured length in centimeters. Solve it. \( -0.4 \le L - 12.0 \le 0.4 \). Add 12.0 throughout: \( 11.6 \le L \le 12.0 + 0.4 = 12.4 \). Acceptable range: \( [11.6,\; 12.4] \). Check the endpoints. At \( L = 11.6 \), \( \left| -0.4 \right| = 0.4 \le 0.4 \). Accepted, correctly, since the tolerance is inclusive. At \( L = 12.5 \), \( \left| 0.5 \right| = 0.5 \), which exceeds 0.4. Rejected. Correct. The reject function. Define \( R(L) \) as 1 for a rejected part and 0 for an accepted one: \[ R(L) = \begin{cases} 1 & L \lt 11.6 \\ 0 & 11.6 \le L \le 12.4 \\ 1 & L \gt 12.4 \end{cases} \] This is a genuine piecewise function with three pieces and two jump discontinuities, at 11.6 and at 12.4. Why the boundary convention matters here. The inequalities on the middle piece are inclusive, which is a real decision with a cost: a part measuring exactly 12.4 is accepted. Writing the middle piece with strict inequalities would reject it. In manufacturing that convention is written into the specification precisely because measurement noise makes borderline parts common. A note on the model. The function treats measurement as exact. A real inspection has its own uncertainty, so a part measured at 12.41 might truly be 12.39. That is why tolerances in practice are set tighter than the true requirement, and it is the kind of assumption a modeling answer should state rather than hide. \( \left| L - 12.0 \right| \le 0.4 \), giving \( 11.6 \le L \le 12.4 \), with the three-piece reject function above

Lesson 1.6 · Unit 1 · F-BF.1c

Feeding one function's output into another

Composition applies one function to the result of another. It is the operation that makes inverse functions definable in the next lesson, and it is the reason the order of transformations in lesson 1.3 mattered.

The method
  1. \( (f \circ g)(x) \) means \( f(g(x)) \): apply \( g \) first, then \( f \).
  2. The inner function is written closest to \( x \), which is the reliable way to remember the order.
  3. To evaluate at a number, work inside out: compute \( g \) of the number, then apply \( f \) to that.
  4. To form the rule, substitute the whole of \( g(x) \) into every \( x \) of \( f \).
  5. Composition is not commutative: \( f \circ g \) and \( g \circ f \) are usually different functions.
  6. The domain of \( f \circ g \) is the inputs that \( g \) accepts and whose outputs \( f \) then accepts.
  7. Check the inner restriction first, then check what the composed rule itself demands.
  8. A restriction can survive even when the simplified rule hides it, which is why the domain is found from the composition, not from the final formula.

Where students lose marks: computing \( g(f(x)) \) when the question asked for \( f(g(x)) \). The circle notation is read right to left, which is the opposite of how English reads, and it is worth writing out \( f(g(x)) \) explicitly before doing any algebra.

Worked example

The problem. Let \( f(x) = x^2 + 1 \) and \( g(x) = 2x - 3 \). (a) Find \( (f \circ g)(x) \). (b) Find \( (g \circ f)(x) \) and compare. (c) Evaluate both at \( x = 2 \) two ways. (d) Find the domain of \( (p \circ q)(x) \) where \( p(x) = \sqrt{x} \) and \( q(x) = x - 5 \).

Step one: set up (a). \( (f \circ g)(x) = f(g(x)) = f(2x - 3) \). The inner function \( g \) goes first, and its whole output \( 2x - 3 \) becomes the input to \( f \).

Step two: substitute and expand (a). \( f(2x - 3) = (2x - 3)^2 + 1 \). \( (2x - 3)^2 = 4x^2 - 12x + 9 \). So \( (f \circ g)(x) = 4x^2 - 12x + 10 \).

Step three: set up and compute (b). \( (g \circ f)(x) = g(f(x)) = g(x^2 + 1) = 2(x^2 + 1) - 3 = 2x^2 + 2 - 3 = 2x^2 - 1 \).

Step four: compare. \( 4x^2 - 12x + 10 \) against \( 2x^2 - 1 \). Different degrees of coefficient, different graphs, different functions entirely. Composition is not commutative, and this pair is a clean demonstration. Only in special cases, such as when the two functions are inverses, does the order not matter.

Step five: evaluate (c) inside out. \( (f \circ g)(2) \): first \( g(2) = 4 - 3 = 1 \), then \( f(1) = 1 + 1 = 2 \). \( (g \circ f)(2) \): first \( f(2) = 4 + 1 = 5 \), then \( g(5) = 10 - 3 = 7 \).

Step six: evaluate (c) from the formulas and confirm. \( 4(4) - 12(2) + 10 = 16 - 24 + 10 = 2 \). Matches. \( 2(4) - 1 = 7 \). Matches. Both routes agree, which checks the algebra in steps two and three at the same time. Doing the evaluation both ways is the cheapest available verification of a composed rule.

Step seven: set up (d). \( (p \circ q)(x) = p(q(x)) = p(x - 5) = \sqrt{x - 5} \).

Step eight: find the domain of (d) properly. Two conditions, in order. First, \( x \) must be acceptable to \( q \). Since \( q(x) = x - 5 \) is defined for every real number, this imposes nothing. Second, the output of \( q \) must be acceptable to \( p \). Since \( p \) is a square root, it needs a nonnegative input: \( x - 5 \ge 0 \), so \( x \ge 5 \). Domain: \( [5, \infty) \). Check: at \( x = 9 \), \( \sqrt{4} = 2 \). Defined. At \( x = 1 \), \( \sqrt{-4} \) is not real. Correctly excluded. The order of the two checks matters in general. Had \( q \) been \( \dfrac{1}{x} \), the value \( x = 0 \) would be excluded by the inner function even if the final simplified formula showed no trace of it, which is the situation item 8 of the method warns about.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Use \( f(x) = 3x + 1 \) and \( g(x) = x^2 \) unless told otherwise.

  1. Find \( f(g(2)) \).
    Show the full solution

    \( g(2) = 4 \), then \( f(4) = 13 \). 13

  2. Find \( g(f(2)) \).
    Show the full solution

    \( f(2) = 7 \), then \( g(7) = 49 \). 49

  3. Find \( (f \circ g)(x) \).
    Show the full solution

    \( f(x^2) = 3x^2 + 1 \). \( 3x^2 + 1 \)

  4. Find \( (g \circ f)(x) \).
    Show the full solution

    \( g(3x + 1) = (3x + 1)^2 \). \( (3x+1)^2 = 9x^2 + 6x + 1 \)

  5. Which function is applied first in \( (f \circ g)(x) \)?
    Show the full solution

    \( g \)

  6. With \( f(x) = \dfrac{1}{x} \) and \( g(x) = x + 4 \), find \( (f \circ g)(x) \) and its domain.
    Show the full solution

    \( f(g(x)) = f(x + 4) = \dfrac{1}{x + 4} \). Domain: \( g \) accepts everything, and \( f \) rejects an input of zero, so \( x + 4 \ne 0 \) and \( x \ne -4 \). Domain: all reals except \( -4 \). Check: at \( x = -4 \) the expression is \( \dfrac{1}{0} \), undefined. Correctly excluded. \( \frac{1}{x+4} \), all reals except \( -4 \)

  7. With \( f(x) = \sqrt{x} \) and \( g(x) = x^2 \), find \( (f \circ g)(x) \) and simplify carefully.
    Show the full solution

    \( f(g(x)) = \sqrt{x^2} \). The simplification is not \( x \). The radical denotes the principal root, which is never negative, so \( \sqrt{x^2} = \left| x \right| \). Check with a negative input: at \( x = -3 \), \( \sqrt{9} = 3 \), not \( -3 \). So the answer must be \( \left| x \right| \). Domain: \( g \) accepts every real, and its output \( x^2 \) is never negative, so \( f \) accepts it. Domain: all reals. This is the even-root absolute value that appears throughout unit 5. \( \left| x \right| \), domain all reals

  8. With \( f(x) = 2x - 6 \) and \( g(x) = \dfrac{x + 6}{2} \), find both compositions and say what you notice.
    Show the full solution

    \( (f \circ g)(x) = f\left( \dfrac{x+6}{2} \right) = 2 \cdot \dfrac{x+6}{2} - 6 = (x + 6) - 6 = x \). \( (g \circ f)(x) = g(2x - 6) = \dfrac{(2x - 6) + 6}{2} = \dfrac{2x}{2} = x \). Both compositions give \( x \), the identity function. What that means. Each function exactly undoes the other, so they are inverses. That is the definition lesson 1.7 uses, and it is the one case where the order of composition genuinely does not matter. Check numerically: \( f(5) = 4 \) and \( g(4) = 5 \). Round trip confirmed. Both equal \( x \); the functions are inverses

  9. Explain why the domain of a composition must be found before simplifying.
    Show the full solution

    Simplification can cancel the very expression that caused a restriction, leaving a formula that looks unrestricted while the function still is. A concrete case. Let \( f(x) = x^2 \) and \( g(x) = \dfrac{1}{x} \). Then \( (f \circ g)(x) = \left( \dfrac{1}{x} \right)^2 = \dfrac{1}{x^2} \), which still shows the restriction. But take \( f(x) = \dfrac{1}{x} \) and \( g(x) = \dfrac{1}{x} \): the composition simplifies to \( x \), and the final formula shows no restriction at all. Yet \( x = 0 \) is not in the domain, because the inner function cannot accept it. The composition is the identity on every input except zero, where it is undefined. Why this is not a technicality. Two functions are equal only when they have the same domain and the same rule. The composition above and the identity function \( y = x \) are different functions, and a graph of the composition has a hole at the origin. The reliable procedure. First require that \( x \) is in the domain of the inner function. Then require that the inner output is in the domain of the outer function. Only then simplify, and never let the simplified form revise the domain. Canceling can hide a restriction that the inner function still imposes, so the domain is read from the composition rather than from the simplified formula

  10. A store applies a 20 percent discount and then adds 8 percent sales tax. Write both operations as functions, compose them in both orders, and say whether the order matters.
    Show the full solution

    Write the functions. Let \( x \) be the marked price in dollars. Discount: paying 80 percent of the price, so \( d(x) = 0.80x \). Tax: adding 8 percent, so \( t(x) = 1.08x \). Discount first, then tax. \( (t \circ d)(x) = t(0.80x) = 1.08(0.80x) = 0.864x \). Tax first, then discount. \( (d \circ t)(x) = d(1.08x) = 0.80(1.08x) = 0.864x \). The order does not matter here. Both give \( 0.864x \), that is 86.4 percent of the marked price. Check with a number. Take \( x = 100 \). Discount first: \( 100 \to 80 \to 86.40 \). Tax first: \( 100 \to 108 \to 86.40 \). Identical. Confirmed. Why the order does not matter in this case. Both operations are multiplications by a constant, and multiplication is commutative: \( 1.08 \times 0.80 = 0.80 \times 1.08 \). Composition of two such functions is just multiplication of their factors. When the order would matter. Change the discount to a flat $20 off, so \( d(x) = x - 20 \). Then \( (t \circ d)(100) = t(80) = 86.40 \), while \( (d \circ t)(100) = d(108) = 88 \). Now the order costs the customer $1.60, because one operation is multiplicative and the other additive, and those do not commute. The general lesson. Composition commutes only in special circumstances, and "both operations scale by a constant" is one of the few. Whenever a problem mixes a percentage with a flat amount, the order has to be stated, which is why real tax law specifies it explicitly. Both orders give \( 0.864x \); the order does not matter because both are scalings, but it would if either were a flat amount

Lesson 1.7 · Unit 1 · F-BF.4

The function that undoes the function

An inverse reverses what a function did: it takes the output back to the input. Not every function has one, and the condition that decides it is the same condition that will later force a restriction on the square root, the logarithm and the inverse trigonometric functions.

The method
  1. \( f^{-1} \) is the function with \( f^{-1}(f(x)) = x \) and \( f(f^{-1}(x)) = x \).
  2. The notation is not a reciprocal. \( f^{-1}(x) \) is not \( \dfrac{1}{f(x)} \).
  3. To find it algebraically: write \( y = f(x) \), swap \( x \) and \( y \), solve for \( y \), and rename it \( f^{-1}(x) \).
  4. An inverse function exists only if \( f \) is one-to-one, meaning no output is repeated.
  5. The horizontal line test checks that: if any horizontal line meets the graph twice, no inverse function exists.
  6. A failing function can be fixed by restricting its domain, which is how \( \sqrt{x} \) becomes the inverse of \( x^2 \).
  7. The graphs are reflections in the line \( y = x \), because swapping coordinates is exactly that reflection.
  8. Domain and range swap: the domain of \( f^{-1} \) is the range of \( f \), and its range is the domain of \( f \).

Where students lose marks: reading \( f^{-1} \) as a reciprocal. For \( f(x) = x + 3 \), the inverse is \( x - 3 \), while the reciprocal is \( \dfrac{1}{x + 3} \). They are not remotely the same function, and the notation is genuinely ambiguous English that has to be learned rather than deduced.

Worked example

The problem. (a) Find the inverse of \( f(x) = x^3 + 2 \) and verify it. (b) Find the inverse of \( g(x) = \dfrac{2x - 3}{x + 4} \). (c) Explain why \( h(x) = x^2 \) has no inverse function, and fix it. (d) State the domain and range of \( g^{-1} \) from part (b).

Step one: solve (a). Write \( y = x^3 + 2 \), then swap: \( x = y^3 + 2 \). Solve for \( y \): \( y^3 = x - 2 \), so \( y = \sqrt[3]{x - 2} \). Therefore \( f^{-1}(x) = \sqrt[3]{x - 2} \).

Step two: verify (a) by composing both ways. \( f^{-1}(f(x)) = \sqrt[3]{(x^3 + 2) - 2} = \sqrt[3]{x^3} = x \). Correct. \( f(f^{-1}(x)) = \left( \sqrt[3]{x - 2} \right)^3 + 2 = (x - 2) + 2 = x \). Correct. Both compositions give the identity, which is the definition, so the answer is confirmed. Numerically: \( f(2) = 10 \) and \( f^{-1}(10) = \sqrt[3]{8} = 2 \). Round trip closed.

Step three: set up (b). Write \( y = \dfrac{2x - 3}{x + 4} \) and swap: \( x = \dfrac{2y - 3}{y + 4} \).

Step four: clear the denominator. \( x(y + 4) = 2y - 3 \), so \( xy + 4x = 2y - 3 \).

Step five: collect the \( y \) terms and solve (b). Move every term with \( y \) to one side and everything else to the other: \( xy - 2y = -3 - 4x \). Factor: \( y(x - 2) = -3 - 4x \). Divide: \( y = \dfrac{-3 - 4x}{x - 2} \), which is tidier as \( y = \dfrac{4x + 3}{2 - x} \) after multiplying numerator and denominator by \( -1 \). So \( g^{-1}(x) = \dfrac{4x + 3}{2 - x} \).

Step six: verify (b) numerically. \( g(1) = \dfrac{2 - 3}{5} = -\dfrac{1}{5} \). \( g^{-1}\left( -\dfrac{1}{5} \right) = \dfrac{4\left(-\frac{1}{5}\right) + 3}{2 + \frac{1}{5}} = \dfrac{-\frac{4}{5} + \frac{15}{5}}{\frac{11}{5}} = \dfrac{\frac{11}{5}}{\frac{11}{5}} = 1 \). Correct. Factoring out the variable in step five is the move worth remembering: whenever the unknown appears in more than one term, collect and factor rather than trying to isolate directly.

Step seven: answer (c). The function \( h(x) = x^2 \) is not one-to-one: \( h(3) = 9 \) and \( h(-3) = 9 \). An inverse would have to send 9 back to its input, but there are two candidates and no rule can choose. The horizontal line \( y = 9 \) meets the graph twice, so the test fails. The fix is to restrict the domain to \( x \ge 0 \), which discards the left branch. On that restricted domain the function is one-to-one, and its inverse is \( \sqrt{x} \). Restricting to \( x \le 0 \) would work equally well and give \( -\sqrt{x} \); the choice of the nonnegative branch is a convention, made so that \( \sqrt{9} \) has one agreed meaning.

Step eight: answer (d) by swapping. The domain of \( g^{-1} \) is the range of \( g \), and its range is the domain of \( g \). \( g(x) = \dfrac{2x - 3}{x + 4} \) has domain all reals except \( -4 \). As \( x \) grows the value approaches \( \dfrac{2x}{x} = 2 \) without reaching it, so the range is all reals except 2. Therefore \( g^{-1} \) has domain all reals except 2 and range all reals except \( -4 \). Confirm directly from the formula: \( g^{-1}(x) = \dfrac{4x + 3}{2 - x} \) is undefined at \( x = 2 \), matching, and its own horizontal asymptote is at \( \dfrac{4x}{-x} = -4 \), matching too. The swap is not a shortcut to be trusted blindly, but when the direct reading agrees with it the answer is secure.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the inverse of \( f(x) = x + 7 \).
    Show the full solution

    \( f^{-1}(x) = x - 7 \)

  2. Find the inverse of \( f(x) = 5x \).
    Show the full solution

    \( f^{-1}(x) = \frac{x}{5} \)

  3. Find the inverse of \( f(x) = 2x - 8 \).
    Show the full solution

    \( x = 2y - 8 \), so \( y = \dfrac{x + 8}{2} \). \( f^{-1}(x) = \frac{x+8}{2} \)

  4. Does \( f(x) = x^4 \) have an inverse function on all reals?
    Show the full solution

    An even power repeats outputs. No

  5. What line are \( f \) and \( f^{-1} \) reflections in?
    Show the full solution

    \( y = x \)

  6. Find the inverse of \( f(x) = \dfrac{x}{x - 1} \).
    Show the full solution

    Swap: \( x = \dfrac{y}{y - 1} \). Clear: \( x(y - 1) = y \), so \( xy - x = y \). Collect: \( xy - y = x \), so \( y(x - 1) = x \) and \( y = \dfrac{x}{x - 1} \). The function is its own inverse. Check: \( f(2) = \dfrac{2}{1} = 2 \), and \( f(3) = \dfrac{3}{2} \), then \( f\left( \dfrac{3}{2} \right) = \dfrac{3/2}{1/2} = 3 \). Round trip closed. \( f^{-1}(x) = \frac{x}{x-1} \), the same function

  7. Find the inverse of \( f(x) = \sqrt{x - 4} \) and state its domain.
    Show the full solution

    Swap: \( x = \sqrt{y - 4} \). Square both sides: \( x^2 = y - 4 \), so \( y = x^2 + 4 \). The domain restriction is essential. The original function outputs only nonnegative values, so its range is \( y \ge 0 \), which becomes the domain of the inverse. \( f^{-1}(x) = x^2 + 4 \) for \( x \ge 0 \). Without that restriction, \( x^2 + 4 \) would not be an inverse: at \( x = -3 \) it gives 13, but \( f(13) = \sqrt{9} = 3 \), not \( -3 \). Check with a valid value: \( f(20) = \sqrt{16} = 4 \), and \( f^{-1}(4) = 16 + 4 = 20 \). Correct. \( f^{-1}(x) = x^2 + 4 \), domain \( x \ge 0 \)

  8. Verify that \( f(x) = \dfrac{x - 5}{3} \) and \( g(x) = 3x + 5 \) are inverses.
    Show the full solution

    Both compositions must give the identity. \( f(g(x)) = \dfrac{(3x + 5) - 5}{3} = \dfrac{3x}{3} = x \). Correct. \( g(f(x)) = 3 \cdot \dfrac{x - 5}{3} + 5 = (x - 5) + 5 = x \). Correct. Why both are needed. One composition alone is not enough in general. A function can undo another in one direction only, when domains are restricted, so the definition requires both and a complete verification shows both. Numerical confirmation: \( g(2) = 11 \) and \( f(11) = \dfrac{6}{3} = 2 \). Verified: both compositions equal \( x \)

  9. Explain why a function must be one-to-one to have an inverse function.
    Show the full solution

    An inverse must send each output back to the input it came from. If two different inputs produced the same output, the inverse would have to send that one output back to two different values, and a function is not permitted to do that. The definition it violates. A function assigns exactly one output to each input. The inverse relation would assign two, so it is a relation but not a function. A concrete case. For \( f(x) = x^2 \), both 4 and \( -4 \) map to 16. Asking for \( f^{-1}(16) \) has no single right answer, and choosing 4 by convention is what defines \( \sqrt{\cdot} \) rather than what the inverse would naturally be. Where this recurs this year. The same problem forces every restriction of the year: \( \sqrt{x} \) exists as a function only because \( x^2 \) was restricted to \( x \ge 0 \); the logarithm works without restriction because the exponential is already one-to-one; and the inverse sine, cosine and tangent of unit 10 need narrow restricted ranges because the trigonometric functions repeat their outputs infinitely often. The pattern worth extracting. Whenever a course introduces an inverse with an odd-looking restriction attached, the restriction is not arbitrary. It is the minimum needed to make the original function one-to-one, and it was chosen once, by convention, so that the inverse has a single agreed value. Two inputs sharing an output would force the inverse to assign two outputs to one input, which no function may do

  10. A temperature conversion is \( F(c) = \dfrac{9}{5}c + 32 \). Find its inverse, interpret both functions, and find the temperature at which the two scales agree.
    Show the full solution

    Find the inverse. Write \( f = \dfrac{9}{5}c + 32 \) and solve for \( c \): \( f - 32 = \dfrac{9}{5}c \), so \( c = \dfrac{5}{9}(f - 32) \). As a function of its input, \( F^{-1}(f) = \dfrac{5}{9}(f - 32) \). Interpret. \( F \) converts Celsius to Fahrenheit; \( F^{-1} \) converts Fahrenheit back to Celsius. The inverse undoes the conversion, which is exactly what the word means here. Verify both ways. \( F(100) = \dfrac{9}{5}(100) + 32 = 180 + 32 = 212 \), the boiling point. Correct. \( F^{-1}(212) = \dfrac{5}{9}(180) = 100 \). Round trip closed. \( F(0) = 32 \) and \( F^{-1}(32) = 0 \), the freezing point. Correct. Find where the scales agree. The two scales give the same number when \( F(c) = c \): \( \dfrac{9}{5}c + 32 = c \). Multiply through by 5: \( 9c + 160 = 5c \). So \( 4c = -160 \) and \( c = -40 \). Check. \( F(-40) = \dfrac{9}{5}(-40) + 32 = -72 + 32 = -40 \). Correct. Minus forty degrees is the same temperature on both scales, which is why weather reports at that temperature omit the unit without ambiguity. The graphical meaning. Solving \( F(c) = c \) finds where the graph of \( F \) meets the line \( y = x \). Since \( F \) and \( F^{-1} \) are reflections in that line, any point where a function meets \( y = x \) is a point the function and its inverse share. So \( (-40, -40) \) lies on both graphs, and it is their only intersection here because both are lines with different slopes. A note on the model. The conversion is exact by definition rather than approximate, since both scales are defined by fixed reference points. That is unusual: most formulas in an applied problem are models with error, and this one is not. \( F^{-1}(f) = \frac{5}{9}(f - 32) \); the scales agree at \( -40^\circ \)

Unit 1 mixed review · 10 problems · all topics

Unit 1: Functions, Transformations and Inverses

These are shuffled across the whole unit and do not tell you which family or which transformation they want, which is what makes them closer to a real test than a single lesson's practice set.

  1. For \( f(x) = 3x - 5 \), find \( f(4) \).
    Show the full solution

    \( 3(4) - 5 = 12 - 5 \). 7

  2. Give the domain of \( f(x) = \sqrt{x - 3} \).
    Show the full solution

    The radicand must be nonnegative: \( x - 3 \ge 0 \). \( x \ge 3 \)

  3. Is \( f(x) = x^3 \) even, odd or neither?
    Show the full solution

    \( f(-x) = (-x)^3 = -x^3 = -f(x) \). Odd

  4. Describe the transformation from \( y = x^2 \) to \( y = x^2 + 4 \).
    Show the full solution

    The addition is outside the function, so it acts on outputs. Up 4

  5. For \( f(x) = 2x + 1 \) and \( g(x) = x^2 \), find \( f(g(3)) \).
    Show the full solution

    Inside first: \( g(3) = 9 \). Then \( f(9) = 19 \). 19

  6. Find the inverse of \( f(x) = 3x - 6 \).
    Show the full solution

    Write \( y = 3x - 6 \), swap the variables, and solve: \( x = 3y - 6 \), so \( 3y = x + 6 \) and \( y = \dfrac{x + 6}{3} \). \( f^{-1}(x) = \frac{x+6}{3} \)

  7. Describe every transformation in \( y = -2|x - 3| + 1 \), in the order they apply.
    Show the full solution

    Inside the function: \( x - 3 \) shifts right 3. Outside: the coefficient \( -2 \) gives a vertical stretch by 2 and a reflection in the \( x \)-axis. Then \( +1 \) shifts up 1. The vertex moves from \( (0, 0) \) to \( (3, 1) \), and the graph opens downward. Check at \( x = 5 \): \( -2|2| + 1 = -3 \). Right 3, stretch by 2, reflect vertically, up 1

  8. For the piecewise function \( f(x) = \begin{cases} 2x & x \lt 0 \\ x^2 & x \ge 0 \end{cases} \), find \( f(-3) \) and \( f(2) \).
    Show the full solution

    \( -3 \lt 0 \), so use the first rule: \( f(-3) = -6 \). \( 2 \ge 0 \), so use the second: \( f(2) = 4 \). Choosing the rule by which interval the input falls in is the whole technique. \( f(-3) = -6 \), \( f(2) = 4 \)

  9. Verify that \( f(x) = \dfrac{x + 6}{3} \) and \( g(x) = 3x - 6 \) are inverses.
    Show the full solution

    Both compositions must return the input. \( f(g(x)) = \dfrac{(3x - 6) + 6}{3} = \dfrac{3x}{3} = x \) ✓ \( g(f(x)) = 3\left( \dfrac{x + 6}{3} \right) - 6 = (x + 6) - 6 = x \) ✓ Checking only one composition is not enough in general, since a function can undo another in one direction without the reverse holding. Both compositions give \( x \), so they are inverses

  10. Give the domain and range of \( y = -\sqrt{x + 2} + 5 \), and explain how each follows from a transformation.
    Show the full solution

    Start from the parent. \( y = \sqrt{x} \) has domain \( x \ge 0 \) and range \( y \ge 0 \), starting at the origin and rising. Read the transformations. Inside: \( x + 2 \) shifts left 2. Outside: the minus reflects in the \( x \)-axis, and \( +5 \) shifts up 5. Domain. Only the horizontal shift affects it. The radicand must be nonnegative: \( x + 2 \ge 0 \), so \( x \ge -2 \). Range. The reflection turns \( y \ge 0 \) into \( y \le 0 \), and the shift up 5 turns that into \( y \le 5 \). Check the endpoint. At \( x = -2 \): \( -\sqrt{0} + 5 = 5 \), the maximum ✓ Check another point. At \( x = 7 \): \( -3 + 5 = 2 \), which is below 5 as required ✓ Domain \( x \ge -2 \), range \( y \le 5 \)

Lesson 2.1 · Unit 2 · F-IF.8a

Three ways to write the same parabola, each showing something different

A quadratic can be written three ways, and they are genuinely equivalent: the same function, the same graph, the same values. What differs is which feature is visible without work. Choosing the form the question wants is most of the skill in this unit.

The method
  1. Standard form \( f(x) = ax^2 + bx + c \) shows the \( y \)-intercept immediately: it is \( c \).
  2. Vertex form \( f(x) = a(x - h)^2 + k \) shows the vertex \( (h, k) \) and therefore the maximum or minimum.
  3. Factored form \( f(x) = a(x - r_1)(x - r_2) \) shows the \( x \)-intercepts, \( r_1 \) and \( r_2 \).
  4. \( a \) is the same in all three and decides the direction: up if positive, down if negative.
  5. The axis of symmetry is \( x = h \), which also equals \( -\dfrac{b}{2a} \) and the midpoint of the two roots.
  6. Standard to vertex: complete the square, which is lesson 2.2.
  7. Standard to factored: factor, or find the roots and build the factors from them.
  8. Vertex or factored to standard: expand and collect.

Where students lose marks: reading the vertex as \( (h, k) \) with the wrong sign on \( h \). In \( 2(x + 3)^2 - 5 \) the vertex is \( (-3, -5) \), because the form subtracts \( h \), so \( x + 3 \) means \( h = -3 \).

Worked example

The problem. Let \( f(x) = 2x^2 - 12x + 10 \). (a) Write it in vertex form and give the vertex. (b) Write it in factored form and give the roots. (c) Verify all three forms agree at \( x = 0 \). (d) Explain why the axis of symmetry is the midpoint of the roots.

Step one: factor out the leading coefficient for (a). Completing the square needs a coefficient of 1 on \( x^2 \), so take the 2 out of the first two terms only: \( f(x) = 2(x^2 - 6x) + 10 \). The 10 stays outside, because it has no \( x \) in it.

Step two: complete the square inside. Half of \( -6 \) is \( -3 \), and \( (-3)^2 = 9 \). Add and subtract 9 inside the bracket: \( f(x) = 2(x^2 - 6x + 9 - 9) + 10 \).

Step three: finish (a). The first three terms inside form a perfect square, and the \( -9 \) must be multiplied by the 2 as it comes out: \( f(x) = 2\big[(x - 3)^2 - 9\big] + 10 = 2(x - 3)^2 - 18 + 10 = 2(x - 3)^2 - 8 \). The vertex is \( (3, -8) \), and since \( a = 2 \) is positive it is a minimum.

Step four: factor for (b). Take out the 2 first: \( f(x) = 2(x^2 - 6x + 5) \). Two numbers multiplying to 5 and adding to \( -6 \) are \( -1 \) and \( -5 \): \( f(x) = 2(x - 1)(x - 5) \). The roots are \( x = 1 \) and \( x = 5 \).

Step five: verify (c) at \( x = 0 \). Standard: \( 2(0) - 12(0) + 10 = 10 \). Vertex: \( 2(0 - 3)^2 - 8 = 2(9) - 8 = 18 - 8 = 10 \). Factored: \( 2(0 - 1)(0 - 5) = 2(-1)(-5) = 10 \). All three give 10, which is also the \( y \)-intercept that standard form displays directly.

Step six: cross-check the vertex against the roots. The midpoint of 1 and 5 is \( \dfrac{1 + 5}{2} = 3 \), which matches the \( h \) found by completing the square. And \( -\dfrac{b}{2a} = -\dfrac{-12}{4} = 3 \), a third route to the same number. Three independent computations agreeing is strong evidence the algebra is right.

Step seven: begin (d). A parabola is symmetric about a vertical line through its vertex. Symmetry means that for any horizontal level, the two points at that level are equidistant from the axis, on opposite sides.

Step eight: finish (d). The roots are the two points at the level \( y = 0 \). By the symmetry just described they are equidistant from the axis on opposite sides, and the point equidistant from two numbers is their average. So the axis is at \( x = \dfrac{r_1 + r_2}{2} \). Algebraically this falls out of the quadratic formula: the roots are \( \dfrac{-b \pm \sqrt{b^2 - 4ac}}{2a} \), so their average is \( \dfrac{1}{2}\left( \dfrac{-b + \sqrt{\phantom{x}}}{2a} + \dfrac{-b - \sqrt{\phantom{x}}}{2a} \right) = \dfrac{-2b}{4a} = -\dfrac{b}{2a} \), since the radicals cancel. This gives a useful shortcut: with the roots in hand, the vertex needs no completing the square. Average the roots for \( h \), then evaluate the function there for \( k \). Here \( f(3) = 2(9) - 36 + 10 = -8 \), matching.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the vertex of \( y = (x - 4)^2 + 3 \).
    Show the full solution

    \( (4, 3) \)

  2. Give the vertex of \( y = (x + 2)^2 - 7 \).
    Show the full solution

    \( x + 2 \) means \( h = -2 \). \( (-2, -7) \)

  3. Give the roots of \( y = (x - 3)(x + 5) \).
    Show the full solution

    3 and \( -5 \)

  4. Give the \( y \)-intercept of \( y = 3x^2 - x + 7 \).
    Show the full solution

    7

  5. Does \( y = -2x^2 + 5 \) open up or down?
    Show the full solution

    Down

  6. Find the axis of symmetry of \( y = x^2 - 8x + 3 \) two ways.
    Show the full solution

    By formula: \( x = -\dfrac{b}{2a} = -\dfrac{-8}{2} = 4 \). By completing the square: \( x^2 - 8x + 16 - 16 + 3 = (x - 4)^2 - 13 \), so \( h = 4 \). Both give \( x = 4 \), and the vertex is \( (4, -13) \). Check: \( f(4) = 16 - 32 + 3 = -13 \). Correct. \( x = 4 \)

  7. Write \( y = (x - 2)(x + 6) \) in standard form and give its vertex.
    Show the full solution

    Expand: \( x^2 + 6x - 2x - 12 = x^2 + 4x - 12 \). Axis: the midpoint of the roots 2 and \( -6 \) is \( \dfrac{2 + (-6)}{2} = -2 \). Evaluate there: \( (-2)^2 + 4(-2) - 12 = 4 - 8 - 12 = -16 \). Vertex \( (-2, -16) \). Check with the formula: \( -\dfrac{4}{2} = -2 \). Agrees. \( y = x^2 + 4x - 12 \), vertex \( (-2, -16) \)

  8. A parabola has roots at \( -1 \) and 7 and passes through \( (0, -14) \). Find its equation in all three forms.
    Show the full solution

    Start from factored form, since the roots are given: \( y = a(x + 1)(x - 7) \). Find \( a \) using the extra point. At \( x = 0 \), \( y = -14 \): \( -14 = a(1)(-7) = -7a \), so \( a = 2 \). Factored: \( y = 2(x + 1)(x - 7) \). Standard: \( 2(x^2 - 6x - 7) = 2x^2 - 12x - 14 \). Vertex: the axis is the midpoint of \( -1 \) and 7, which is 3. \( f(3) = 2(9) - 36 - 14 = 18 - 50 = -32 \). Vertex form: \( y = 2(x - 3)^2 - 32 \). Check all three at \( x = 0 \): factored \( 2(1)(-7) = -14 \); standard \( -14 \); vertex \( 2(9) - 32 = -14 \). All agree. \( 2(x+1)(x-7) = 2x^2 - 12x - 14 = 2(x-3)^2 - 32 \)

  9. Explain why a quadratic with no real roots cannot be written in factored form over the real numbers.
    Show the full solution

    Factored form is \( a(x - r_1)(x - r_2) \), and substituting \( x = r_1 \) makes the first factor zero, so the whole expression is zero. That means \( r_1 \) is an \( x \)-intercept, and likewise \( r_2 \). So a factored form over the reals exists only when real \( x \)-intercepts exist. A parabola sitting entirely above the \( x \)-axis has none, so no such factorization is available. A concrete case. \( y = x^2 + 1 \) has minimum value 1 and never reaches zero. Any real factorization \( (x - r_1)(x - r_2) \) would produce a root, so none exists. What lesson 2.6 adds. The factorization does exist over the complex numbers: \( x^2 + 1 = (x - i)(x + i) \), and expanding confirms it, since \( x^2 - i^2 = x^2 + 1 \). The roots are \( \pm i \), which are not points on the real graph but are genuine solutions of the equation. The distinction worth keeping. "No solution" and "no real solution" are different statements. Algebra 1 said the first; Algebra 2 corrects it to the second, and this unit supplies the numbers that make the correction possible. Factored form would exhibit real roots, and a parabola with no \( x \)-intercepts has none; it factors over the complex numbers instead

  10. A parabola has vertex \( (2, -9) \) and passes through \( (5, 0) \). Find all three forms and both roots.
    Show the full solution

    Start from vertex form, since the vertex is given: \( y = a(x - 2)^2 - 9 \). Find \( a \) with the extra point. At \( x = 5 \), \( y = 0 \): \( 0 = a(3)^2 - 9 = 9a - 9 \), so \( a = 1 \). Vertex form: \( y = (x - 2)^2 - 9 \). Standard form. Expand: \( x^2 - 4x + 4 - 9 = x^2 - 4x - 5 \). Factored form. Two numbers multiplying to \( -5 \) and adding to \( -4 \) are \( -5 \) and \( 1 \): \( y = (x - 5)(x + 1) \). Roots: \( x = 5 \) and \( x = -1 \). Check the roots against the vertex. Their midpoint is \( \dfrac{5 + (-1)}{2} = 2 \), which is the given \( h \). Consistent. Check all three forms at \( x = 0 \). Vertex: \( (0-2)^2 - 9 = 4 - 9 = -5 \). Standard: \( -5 \). Factored: \( (-5)(1) = -5 \). All agree. A second route worth seeing. Because the vertex is a minimum 9 units below the axis and \( a = 1 \), the roots sit \( \sqrt{9} = 3 \) units either side of \( x = 2 \), giving \( -1 \) and 5 directly. In general, solving \( a(x-h)^2 + k = 0 \) gives \( x = h \pm \sqrt{-k/a} \), which is why a vertex below the axis on an upward parabola always produces two real roots symmetric about the axis. \( (x-2)^2 - 9 = x^2 - 4x - 5 = (x-5)(x+1) \), roots 5 and \( -1 \)

Lesson 2.2 · Unit 2 · A-REI.4a

Turning any quadratic into a perfect square plus a constant

Completing the square is the one technique this unit is built on. It converts to vertex form, it solves any quadratic, and in the next lesson it derives the quadratic formula. It is also the move that finds the center of a circle in Geometry, so it repays being learned properly rather than memorized.

The method
  1. A perfect square trinomial is \( x^2 + 2px + p^2 = (x + p)^2 \), so the constant is always the square of half the linear coefficient.
  2. Take half of \( b \), then square it. That number completes the square.
  3. If the leading coefficient is not 1, factor it out first from the \( x^2 \) and \( x \) terms only.
  4. When adding inside a bracket that has been factored, remember that the amount added is multiplied by the factor when it comes back out.
  5. To convert to vertex form, add and subtract the completing constant in the same expression, keeping the function unchanged.
  6. To solve an equation, add the constant to both sides instead, which also keeps the equation balanced.
  7. Then take the square root of both sides, writing \( \pm \) because both roots are wanted.
  8. Check every answer by substituting into the original.

Where students lose marks: forgetting the \( \pm \) when taking a square root, which loses one of the two solutions. The equation \( (x - 3)^2 = 7 \) has two solutions, not one, because both \( \sqrt{7} \) and \( -\sqrt{7} \) square to 7.

Worked example

The problem. (a) Write \( x^2 + 8x - 3 \) in vertex form. (b) Write \( 3x^2 + 12x + 5 \) in vertex form. (c) Solve \( x^2 - 6x + 2 = 0 \) by completing the square. (d) Explain the geometric picture that gives the technique its name.

Step one: find the completing constant for (a). Half of 8 is 4, and \( 4^2 = 16 \).

Step two: add and subtract it. \( x^2 + 8x - 3 = x^2 + 8x + 16 - 16 - 3 = (x + 4)^2 - 19 \). Vertex \( (-4, -19) \). Check at \( x = 0 \): the original gives \( -3 \), and \( (4)^2 - 19 = 16 - 19 = -3 \). Correct.

Step three: factor out the 3 for (b). \( 3x^2 + 12x + 5 = 3(x^2 + 4x) + 5 \). Only the first two terms went inside; the 5 is untouched.

Step four: complete inside and account for the factor. Half of 4 is 2, and \( 2^2 = 4 \): \( 3(x^2 + 4x + 4 - 4) + 5 = 3\big[(x + 2)^2 - 4\big] + 5 \). Distributing the 3: \( 3(x + 2)^2 - 12 + 5 = 3(x + 2)^2 - 7 \). Vertex \( (-2, -7) \). Check at \( x = 0 \): the original gives 5, and \( 3(4) - 7 = 12 - 7 = 5 \). Correct. The \( -4 \) inside became \( -12 \) outside, and forgetting that multiplication is the characteristic error of this step.

Step five: set up (c) for solving. Move the constant to the right first, because when solving there is no need to keep the expression unchanged: \( x^2 - 6x = -2 \).

Step six: complete both sides. Half of \( -6 \) is \( -3 \), squared is 9. Add 9 to both sides: \( x^2 - 6x + 9 = -2 + 9 = 7 \), so \( (x - 3)^2 = 7 \).

Step seven: solve and check (c). \( x - 3 = \pm\sqrt{7} \), so \( x = 3 \pm \sqrt{7} \). Numerically \( \sqrt{7} \approx 2.6458 \), giving \( x \approx 5.6458 \) or \( x \approx 0.3542 \). Check the first: \( 5.6458^2 - 6(5.6458) + 2 \approx 31.875 - 33.875 + 2 = 0 \). Correct. Check exactly instead, which is better: substituting \( 3 + \sqrt{7} \) gives \( (3 + \sqrt{7})^2 - 6(3 + \sqrt{7}) + 2 = 9 + 6\sqrt{7} + 7 - 18 - 6\sqrt{7} + 2 = 0 \). The radical terms cancel, which is the signature of a correct pair of conjugate roots.

Step eight: answer (d). Picture \( x^2 + 8x \) as areas. The \( x^2 \) is a square of side \( x \). The \( 8x \) is a rectangle, which can be cut in half lengthwise into two rectangles of dimensions \( x \) by 4. Attach one to the right side of the square and one to the bottom. The result is almost a larger square of side \( x + 4 \), missing only the small corner square where the two rectangles would meet. That missing corner measures 4 by 4, with area 16, which is exactly the constant the method adds. Adding it literally completes the square. This is why half of \( b \) appears: the rectangle is split into two equal halves so it can be attached on two sides symmetrically. The picture is due to the ninth-century algebraists who solved quadratics geometrically, long before the symbolic notation existed, and it is the reason the operation has the name it does rather than something like "adjusting the constant."

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. What constant completes the square for \( x^2 + 10x \)?
    Show the full solution

    Half of 10 is 5, squared. 25

  2. What constant completes the square for \( x^2 - 14x \)?
    Show the full solution

    Half of \( -14 \) is \( -7 \), squared. 49

  3. Write \( x^2 + 6x + 9 \) as a square.
    Show the full solution

    \( (x + 3)^2 \)

  4. Solve \( (x - 2)^2 = 25 \).
    Show the full solution

    \( x - 2 = \pm 5 \). \( x = 7 \) or \( x = -3 \)

  5. Write \( x^2 - 4x \) in the form \( (x - p)^2 + q \).
    Show the full solution

    \( x^2 - 4x + 4 - 4 \). \( (x - 2)^2 - 4 \)

  6. Write \( x^2 + 5x + 1 \) in vertex form.
    Show the full solution

    Half of 5 is \( \dfrac{5}{2} \), squared is \( \dfrac{25}{4} \). \( x^2 + 5x + \dfrac{25}{4} - \dfrac{25}{4} + 1 = \left( x + \dfrac{5}{2} \right)^2 - \dfrac{21}{4} \). Check at \( x = 0 \): the original gives 1, and \( \dfrac{25}{4} - \dfrac{21}{4} = \dfrac{4}{4} = 1 \). Correct. An odd linear coefficient produces fractions, and that is normal rather than a sign of error. \( \left( x + \frac{5}{2} \right)^2 - \frac{21}{4} \)

  7. Solve \( x^2 + 10x + 7 = 0 \) by completing the square.
    Show the full solution

    \( x^2 + 10x = -7 \). Half of 10 is 5, squared is 25. Add to both sides: \( x^2 + 10x + 25 = 18 \), so \( (x + 5)^2 = 18 \). \( x + 5 = \pm\sqrt{18} = \pm 3\sqrt{2} \). \( x = -5 \pm 3\sqrt{2} \). Check exactly with \( -5 + 3\sqrt{2} \): \( (-5 + 3\sqrt{2})^2 = 25 - 30\sqrt{2} + 18 = 43 - 30\sqrt{2} \). \( 10(-5 + 3\sqrt{2}) = -50 + 30\sqrt{2} \). Sum with the 7: \( 43 - 30\sqrt{2} - 50 + 30\sqrt{2} + 7 = 0 \). Correct. \( x = -5 \pm 3\sqrt{2} \)

  8. Write \( -2x^2 + 8x - 1 \) in vertex form and give the maximum value.
    Show the full solution

    Factor out \( -2 \) from the first two terms: \( -2(x^2 - 4x) - 1 \). Half of \( -4 \) is \( -2 \), squared is 4: \( -2(x^2 - 4x + 4 - 4) - 1 = -2\big[(x - 2)^2 - 4\big] - 1 \). Distribute: \( -2(x - 2)^2 + 8 - 1 = -2(x - 2)^2 + 7 \). Watch the sign. The \( -4 \) inside became \( +8 \) outside, because \( -2 \times -4 = +8 \). Getting this sign wrong is the most common error with a negative leading coefficient. Vertex \( (2, 7) \), and since \( a = -2 \) is negative the parabola opens down, so 7 is a maximum. Check at \( x = 0 \): the original gives \( -1 \), and \( -2(4) + 7 = -1 \). Correct. Check at \( x = 2 \): \( -8 + 16 - 1 = 7 \). Correct. \( -2(x-2)^2 + 7 \), maximum value 7

  9. Explain why completing the square works on every quadratic, while factoring does not.
    Show the full solution

    Completing the square is a construction, not a search. Given \( x^2 + bx \), the constant \( \left( \dfrac{b}{2} \right)^2 \) always exists as a real number, so the perfect square \( \left( x + \dfrac{b}{2} \right)^2 \) can always be formed. Nothing about the coefficients can prevent it. Factoring over the integers is a search for two integers with a given product and sum, and no such pair need exist. For \( x^2 - 6x + 2 \) from the worked example, no integers multiply to 2 and add to \( -6 \), so integer factoring fails while completing the square succeeds and yields \( 3 \pm \sqrt{7} \). The consequence for the course. Because the method never fails, it can be applied to the general quadratic \( ax^2 + bx + c = 0 \) with letters in place of numbers. Doing so produces the quadratic formula, which is lesson 2.3. A method that worked only sometimes could not have been used that way. The one thing it does not guarantee. Completing the square always produces \( (x + p)^2 = q \), but if \( q \) is negative there is no real square root and the solutions are complex. The method still works; it simply reports honestly that the roots are not real, which lessons 2.5 and 2.6 then take seriously rather than treating as a dead end. The completing constant always exists, so the method never fails; factoring requires a pair of integers that may not exist

  10. Find the center and radius of the circle \( x^2 + y^2 - 10x + 4y + 13 = 0 \) by completing the square twice, and explain the connection to this lesson.
    Show the full solution

    Group the variables. \( (x^2 - 10x) + (y^2 + 4y) = -13 \). Complete the square in \( x \). Half of \( -10 \) is \( -5 \), squared is 25. Complete the square in \( y \). Half of 4 is 2, squared is 4. Add both to both sides: \( (x^2 - 10x + 25) + (y^2 + 4y + 4) = -13 + 25 + 4 = 16 \). \( (x - 5)^2 + (y + 2)^2 = 16 \). Read off. Center \( (5, -2) \), radius \( \sqrt{16} = 4 \). Check with a point. Moving 4 right of the center gives \( (9, -2) \). Substituting into the original: \( 81 + 4 - 90 - 8 + 13 = 0 \). Correct. Watch the two traps. The signs flip when reading the center, so \( (y + 2)^2 \) gives \( -2 \). And the right side is \( r^2 \), so the radius is 4, not 16. The connection. This is the identical algebraic move done twice, once per variable. The circle equation is the distance formula squared, and completing the square undoes the expansion that hid the center. Nothing new was learned here beyond applying a quadratic technique to a two-variable equation. Why that matters. Completing the square is not a quadratic-equation trick. It is the general method for converting any squared expression from expanded to centered form, and it reappears with conic sections in Precalculus and with integration techniques in calculus. Learning it as a construction rather than a recipe is what makes those later uses recognizable. Center \( (5, -2) \), radius 4

Lesson 2.3 · Unit 2 · A-REI.4b

Completing the square once, with letters, so you never have to again

The quadratic formula is not a separate technique. It is the result of completing the square on \( ax^2 + bx + c = 0 \) one time, in general, so that the work never has to be repeated. Seeing the derivation is what makes the formula memorable and what makes the discriminant in the next lesson obvious rather than arbitrary.

The method
  1. The formula: \( x = \dfrac{-b \pm \sqrt{b^2 - 4ac}}{2a} \) for \( ax^2 + bx + c = 0 \) with \( a \ne 0 \).
  2. Write the equation in standard form first, with zero on one side, or the coefficients will be wrong.
  3. Identify \( a \), \( b \) and \( c \) with their signs before substituting anything.
  4. Compute \( b^2 - 4ac \) on its own before doing anything else, since it is the part that goes wrong.
  5. \( b^2 \) is never negative, even when \( b \) is, because it is a square.
  6. The whole numerator is over \( 2a \), including the \( -b \), which the fraction bar must show.
  7. Simplify the radical and reduce the fraction only if every term shares a factor.
  8. Check by substitution, or by confirming that the roots sum to \( -\dfrac{b}{a} \) and multiply to \( \dfrac{c}{a} \).

Where students lose marks: computing \( b^2 \) as negative when \( b \) is negative. For \( 3x^2 - 5x - 2 \), \( b = -5 \) and \( b^2 = 25 \), not \( -25 \). Writing the substitution as \( (-5)^2 \) with brackets prevents it.

Worked example

The problem. (a) Derive the quadratic formula by completing the square on \( ax^2 + bx + c = 0 \). (b) Solve \( 3x^2 - 5x - 2 = 0 \). (c) Solve \( 2x^2 + 3x - 4 = 0 \). (d) Check (b) using the sum and product of the roots.

Step one: begin (a) by making the leading coefficient 1. Divide every term by \( a \), which is allowed because \( a \ne 0 \): \( x^2 + \dfrac{b}{a}x + \dfrac{c}{a} = 0 \). Move the constant: \( x^2 + \dfrac{b}{a}x = -\dfrac{c}{a} \).

Step two: complete the square. Half of \( \dfrac{b}{a} \) is \( \dfrac{b}{2a} \), and its square is \( \dfrac{b^2}{4a^2} \). Add that to both sides: \[ x^2 + \frac{b}{a}x + \frac{b^2}{4a^2} = \frac{b^2}{4a^2} - \frac{c}{a} \]

Step three: write the left side as a square and combine the right. The left is \( \left( x + \dfrac{b}{2a} \right)^2 \). On the right, use the common denominator \( 4a^2 \): \( \dfrac{c}{a} = \dfrac{4ac}{4a^2} \), so the right side is \( \dfrac{b^2 - 4ac}{4a^2} \).

Step four: take the square root and finish (a). \[ x + \frac{b}{2a} = \pm\frac{\sqrt{b^2 - 4ac}}{2a} \] The denominator came out as \( \sqrt{4a^2} = 2\left| a \right| \), and the \( \pm \) absorbs the sign, so writing \( 2a \) is safe. Subtracting \( \dfrac{b}{2a} \): \[ x = \frac{-b \pm \sqrt{b^2 - 4ac}}{2a} \] That is the formula, and every step was an ordinary completing-the-square move.

Step five: identify the coefficients for (b). \( 3x^2 - 5x - 2 = 0 \) gives \( a = 3 \), \( b = -5 \), \( c = -2 \). Discriminant: \( (-5)^2 - 4(3)(-2) = 25 + 24 = 49 \). Note both signs: \( b^2 \) is positive, and \( -4ac \) became \( +24 \) because \( c \) is negative.

Step six: solve (b). \( x = \dfrac{5 \pm \sqrt{49}}{6} = \dfrac{5 \pm 7}{6} \). \( x = \dfrac{12}{6} = 2 \) or \( x = \dfrac{-2}{6} = -\dfrac{1}{3} \). Check: \( 3(4) - 5(2) - 2 = 12 - 10 - 2 = 0 \). Correct. \( 3\left( \dfrac{1}{9} \right) + \dfrac{5}{3} - 2 = \dfrac{1}{3} + \dfrac{5}{3} - 2 = 0 \). Correct. A perfect-square discriminant means rational roots, which is why this one also factors as \( (3x + 1)(x - 2) \).

Step seven: solve (c). \( a = 2 \), \( b = 3 \), \( c = -4 \). Discriminant: \( 9 - 4(2)(-4) = 9 + 32 = 41 \), which is not a perfect square. \( x = \dfrac{-3 \pm \sqrt{41}}{4} \). Numerically \( \sqrt{41} \approx 6.4031 \), so \( x \approx 0.8508 \) or \( x \approx -2.3508 \). Check the first: \( 2(0.7239) + 3(0.8508) - 4 \approx 1.4478 + 2.5524 - 4 \approx 0 \). Correct to rounding. The exact form is the answer to give; the decimal is only a check.

Step eight: check (b) by sum and product for (d). From the formula, the two roots add to \( \dfrac{-2b}{2a} = -\dfrac{b}{a} \), since the radicals cancel, and multiply to \( \dfrac{b^2 - (b^2 - 4ac)}{4a^2} = \dfrac{4ac}{4a^2} = \dfrac{c}{a} \), by the difference of squares. Here \( -\dfrac{b}{a} = \dfrac{5}{3} \) and \( \dfrac{c}{a} = -\dfrac{2}{3} \). The roots found were 2 and \( -\dfrac{1}{3} \): sum \( 2 - \dfrac{1}{3} = \dfrac{5}{3} \). Correct. product \( 2 \times \left( -\dfrac{1}{3} \right) = -\dfrac{2}{3} \). Correct. This check is quicker than substitution and catches sign errors in the numerator, which is where most quadratic formula mistakes live.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Give exact answers.

  1. Identify \( a \), \( b \) and \( c \) in \( x^2 - 7x + 2 = 0 \).
    Show the full solution

    \( a = 1 \), \( b = -7 \), \( c = 2 \)

  2. Compute the discriminant of \( x^2 + 4x + 3 = 0 \).
    Show the full solution

    \( 16 - 12 \). 4

  3. Solve \( x^2 - 5x + 6 = 0 \).
    Show the full solution

    Discriminant \( 25 - 24 = 1 \), so \( x = \dfrac{5 \pm 1}{2} \). \( x = 3 \) or \( x = 2 \)

  4. Solve \( x^2 - 2x - 1 = 0 \).
    Show the full solution

    Discriminant \( 4 + 4 = 8 \), so \( x = \dfrac{2 \pm 2\sqrt{2}}{2} \). \( x = 1 \pm \sqrt{2} \)

  5. What must be true before the formula is applied?
    Show the full solution

    The equation must be in standard form with zero on one side

  6. Solve \( 2x^2 - 7x + 3 = 0 \).
    Show the full solution

    \( a = 2 \), \( b = -7 \), \( c = 3 \). Discriminant: \( 49 - 24 = 25 \), a perfect square. \( x = \dfrac{7 \pm 5}{4} \), giving \( x = 3 \) or \( x = \dfrac{1}{2} \). Check by sum and product: sum should be \( \dfrac{7}{2} \), and \( 3 + \dfrac{1}{2} = \dfrac{7}{2} \). Product should be \( \dfrac{3}{2} \), and \( 3 \times \dfrac{1}{2} = \dfrac{3}{2} \). Both correct. \( x = 3 \) or \( x = \frac{1}{2} \)

  7. Solve \( 3x^2 + 2x - 4 = 0 \).
    Show the full solution

    \( a = 3 \), \( b = 2 \), \( c = -4 \). Discriminant: \( 4 - 4(3)(-4) = 4 + 48 = 52 \). \( \sqrt{52} = 2\sqrt{13} \). \( x = \dfrac{-2 \pm 2\sqrt{13}}{6} = \dfrac{-1 \pm \sqrt{13}}{3} \), after dividing numerator and denominator by 2. The reduction is only valid because every term shared the factor 2, including the \( -2 \). Canceling the 2 from the radical alone would be wrong. Check numerically: \( \sqrt{13} \approx 3.6056 \), so \( x \approx 0.8685 \). \( 3(0.7543) + 2(0.8685) - 4 \approx 2.263 + 1.737 - 4 = 0 \). Correct. \( x = \frac{-1 \pm \sqrt{13}}{3} \)

  8. Solve \( x^2 = 6x - 4 \).
    Show the full solution

    Rearrange first. The formula needs zero on one side: \( x^2 - 6x + 4 = 0 \). So \( a = 1 \), \( b = -6 \), \( c = 4 \). Discriminant: \( 36 - 16 = 20 \). \( \sqrt{20} = 2\sqrt{5} \). \( x = \dfrac{6 \pm 2\sqrt{5}}{2} = 3 \pm \sqrt{5} \). Check exactly with \( 3 + \sqrt{5} \): \( (3 + \sqrt{5})^2 = 9 + 6\sqrt{5} + 5 = 14 + 6\sqrt{5} \). \( 6(3 + \sqrt{5}) - 4 = 18 + 6\sqrt{5} - 4 = 14 + 6\sqrt{5} \). Equal. Correct. A warning about skipping the rearrangement. Reading \( c \) as \( -4 \) from the unrearranged form would give a discriminant of 52 and completely wrong roots. \( x = 3 \pm \sqrt{5} \)

  9. Explain why the quadratic formula is guaranteed to work on every quadratic equation.
    Show the full solution

    It is not an independent rule to be trusted. It is the recorded result of completing the square on the general equation, and every step of that derivation is valid for any coefficients. Step by step, what could have gone wrong and did not. Dividing by \( a \) is safe because \( a \ne 0 \) is part of what makes the equation quadratic. The completing constant \( \dfrac{b^2}{4a^2} \) always exists. Combining the right side over \( 4a^2 \) is ordinary fraction arithmetic. Taking the square root is the only step that can produce something unexpected, and it does so only when \( b^2 - 4ac \) is negative, in which case the roots are complex rather than nonexistent. What this buys. Since completing the square never fails, and the formula is that method executed once with letters, the formula never fails either. Factoring, by contrast, works only when convenient integers exist. The formula is the general method and factoring is the shortcut, not the other way round. When to use which. If the quadratic factors by inspection in a few seconds, factor. Otherwise use the formula. Completing the square is worth doing explicitly only when vertex form is what the question wants. It is completing the square performed once in general, and every step of that derivation holds for all coefficients

  10. For what values of \( k \) does \( x^2 + kx + 9 = 0 \) have exactly one real solution? Find the solution in each case.
    Show the full solution

    Translate the condition. Exactly one real solution means the two roots coincide, which happens when the radical vanishes, that is when the discriminant is zero. Set up. \( a = 1 \), \( b = k \), \( c = 9 \). \( b^2 - 4ac = k^2 - 36 \). Set to zero: \( k^2 - 36 = 0 \), so \( k^2 = 36 \) and \( k = \pm 6 \). Two values, not one. Taking the square root of \( k^2 = 36 \) requires the \( \pm \), and losing the negative answer is the characteristic error here. Case \( k = 6 \). The equation is \( x^2 + 6x + 9 = 0 \), which is \( (x + 3)^2 = 0 \), so \( x = -3 \), a double root. Check: \( 9 - 18 + 9 = 0 \). Correct. Case \( k = -6 \). The equation is \( x^2 - 6x + 9 = 0 \), which is \( (x - 3)^2 = 0 \), so \( x = 3 \). Check: \( 9 - 18 + 9 = 0 \). Correct. The geometric reading. A discriminant of zero means the parabola touches the \( x \)-axis at exactly one point rather than crossing it, so the vertex sits on the axis. Confirming: for \( k = 6 \) the vertex is at \( x = -\dfrac{6}{2} = -3 \) with value \( 9 - 18 + 9 = 0 \). On the axis, as predicted. Why the two answers are mirror images. Changing the sign of \( b \) reflects the parabola in the \( y \)-axis, which moves the tangent point from \( -3 \) to 3 without changing the fact that it is tangent. The symmetry is structural, not a coincidence. \( k = 6 \) giving \( x = -3 \), or \( k = -6 \) giving \( x = 3 \)

Lesson 2.4 · Unit 2 · A-REI.4b

One number that classifies the roots without finding them

The expression under the radical decides everything about the roots: how many there are, and what kind. Computing it alone answers a large class of questions, and it costs one line rather than a full solution.

The method
  1. The discriminant is \( D = b^2 - 4ac \), the expression inside the radical of the quadratic formula.
  2. If \( D \gt 0 \) there are two distinct real roots, and the parabola crosses the \( x \)-axis twice.
  3. If \( D = 0 \) there is one repeated real root, and the parabola is tangent to the \( x \)-axis at its vertex.
  4. If \( D \lt 0 \) there are two complex conjugate roots, and the parabola never meets the \( x \)-axis.
  5. If \( D \) is a positive perfect square and the coefficients are rational, the roots are rational and the quadratic factors over the integers.
  6. If \( D \gt 0 \) but not a perfect square, the roots are irrational conjugates of the form \( p \pm q\sqrt{n} \).
  7. Standard form first, always, before reading any coefficient.
  8. Setting \( D \) to zero or comparing it to zero is how questions about an unknown coefficient are solved.

Where students lose marks: answering "no solution" when \( D \lt 0 \). There are two solutions; they are not real. Since Algebra 2 has complex numbers available, the honest answer is "two complex roots", and lesson 2.6 finds them.

Worked example

The problem. Classify the roots of each without solving: (a) \( x^2 - 6x + 5 = 0 \), (b) \( x^2 - 6x + 9 = 0 \), (c) \( x^2 - 6x + 7 = 0 \), (d) \( x^2 - 6x + 13 = 0 \). Then find \( k \) so that \( kx^2 + 6x + 3 = 0 \) has exactly one solution.

Step one: classify (a). \( a = 1 \), \( b = -6 \), \( c = 5 \). \( D = 36 - 20 = 16 \), positive and a perfect square. Two distinct rational roots. The quadratic factors as \( (x - 1)(x - 5) \), giving 1 and 5, which confirms the classification.

Step two: classify (b). \( D = 36 - 36 = 0 \). One repeated real root. It is \( x = -\dfrac{b}{2a} = 3 \), and indeed \( x^2 - 6x + 9 = (x - 3)^2 \). The parabola touches the axis at \( (3, 0) \) without crossing.

Step three: classify (c). \( D = 36 - 28 = 8 \), positive but not a perfect square. Two distinct irrational roots: \( x = \dfrac{6 \pm \sqrt{8}}{2} = 3 \pm \sqrt{2} \). They are conjugates, which is why the sum \( 6 \) is rational even though each root is not.

Step four: classify (d). \( D = 36 - 52 = -16 \), negative. Two complex conjugate roots, and the parabola stays entirely above the \( x \)-axis. Lesson 2.6 computes them as \( 3 \pm 2i \).

Step five: notice the pattern across the four. All four have the same \( a \) and \( b \), so all four have the same axis of symmetry at \( x = 3 \) and the same shape. Only \( c \) changed, which slides the parabola vertically. As \( c \) increases from 5 to 13, the vertex rises from \( -4 \) to 0 to 1 to 4, and the roots go from two, to one, to two irrational, to none real. The discriminant is measuring exactly how far the vertex is below the axis.

Step six: make that precise. Completing the square gives \( (x - 3)^2 + (c - 9) \), so the vertex height is \( c - 9 \). And \( D = 36 - 4c = -4(c - 9) \). So \( D \) is \( -4 \) times the vertex height: positive when the vertex is below the axis, zero when on it, negative when above. The classification is geometry, not a memorized table.

Step seven: set up the \( k \) question. Exactly one solution means \( D = 0 \). \( a = k \), \( b = 6 \), \( c = 3 \). \( D = 36 - 4(k)(3) = 36 - 12k \).

Step eight: solve and check. \( 36 - 12k = 0 \) gives \( k = 3 \). Check: \( 3x^2 + 6x + 3 = 3(x^2 + 2x + 1) = 3(x + 1)^2 \), which is zero only at \( x = -1 \). Exactly one solution. Correct. One caution: the answer assumed the equation is genuinely quadratic. If \( k = 0 \) the equation becomes \( 6x + 3 = 0 \), a linear equation with exactly one solution \( x = -\dfrac{1}{2} \). Whether to include \( k = 0 \) depends on whether the question means "one solution" or "one solution as a quadratic". Stating that ambiguity is part of a complete answer, and the intended reading here is the quadratic one.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Compute the discriminant of \( x^2 + 2x + 1 = 0 \).
    Show the full solution

    \( 4 - 4 \). 0

  2. How many real roots does a quadratic with \( D = 0 \) have?
    Show the full solution

    One, repeated

  3. Classify the roots of \( x^2 + x + 5 = 0 \).
    Show the full solution

    \( D = 1 - 20 = -19 \). Two complex roots

  4. Classify the roots of \( 2x^2 - 7x + 3 = 0 \).
    Show the full solution

    \( D = 49 - 24 = 25 \), a perfect square. Two rational roots

  5. What does \( D \lt 0 \) mean about the graph?
    Show the full solution

    It does not cross the \( x \)-axis

  6. Classify the roots of \( 4x^2 - 12x + 9 = 0 \) and find them.
    Show the full solution

    \( D = 144 - 4(4)(9) = 144 - 144 = 0 \). One repeated real root, at \( x = -\dfrac{b}{2a} = \dfrac{12}{8} = \dfrac{3}{2} \). Confirming: \( 4x^2 - 12x + 9 = (2x - 3)^2 \), zero when \( 2x = 3 \). Check: \( 4\left( \dfrac{9}{4} \right) - 12\left( \dfrac{3}{2} \right) + 9 = 9 - 18 + 9 = 0 \). Correct. One repeated root, \( x = \frac{3}{2} \)

  7. For what values of \( k \) does \( x^2 + kx + 4 = 0 \) have two distinct real roots?
    Show the full solution

    Two distinct real roots means \( D \gt 0 \): \( k^2 - 16 \gt 0 \). Factor: \( (k - 4)(k + 4) \gt 0 \), which is positive outside the roots. \( k \lt -4 \) or \( k \gt 4 \). Check \( k = 5 \): \( D = 25 - 16 = 9 \gt 0 \). Correct. Check \( k = 0 \): \( D = -16 \), so \( x^2 + 4 = 0 \) has no real roots. Correctly excluded. Check \( k = -5 \): \( D = 25 - 16 = 9 \gt 0 \). Correct, and this is why the negative branch belongs. \( k \lt -4 \) or \( k \gt 4 \)

  8. A parabola \( y = x^2 + bx + 10 \) is tangent to the \( x \)-axis. Find \( b \) and the point of tangency.
    Show the full solution

    Tangent to the axis means exactly one root, so \( D = 0 \): \( b^2 - 40 = 0 \), giving \( b^2 = 40 \) and \( b = \pm 2\sqrt{10} \). Case \( b = 2\sqrt{10} \). The root is at \( x = -\dfrac{b}{2a} = -\sqrt{10} \). Point of tangency \( (-\sqrt{10},\, 0) \). Check: \( (-\sqrt{10})^2 + 2\sqrt{10}(-\sqrt{10}) + 10 = 10 - 20 + 10 = 0 \). Correct. Case \( b = -2\sqrt{10} \). The root is at \( x = \sqrt{10} \), and the same substitution gives \( 10 - 20 + 10 = 0 \). Correct. \( b = \pm 2\sqrt{10} \), touching at \( (\mp\sqrt{10},\, 0) \)

  9. Explain why a quadratic with rational coefficients and irrational roots must have those roots in conjugate pairs.
    Show the full solution

    The two roots are \( \dfrac{-b + \sqrt{D}}{2a} \) and \( \dfrac{-b - \sqrt{D}}{2a} \). They differ only in the sign attached to the radical; everything else is identical. If the coefficients are rational then \( -b \), \( 2a \) and \( D \) are all rational, so the only irrational ingredient is \( \sqrt{D} \). Writing the roots as \( p \pm q\sqrt{n} \) with \( p \) and \( q \) rational shows the structure: the two roots share \( p \) and \( q \) and differ only in sign. A concrete case. \( x^2 - 6x + 7 = 0 \) has roots \( 3 + \sqrt{2} \) and \( 3 - \sqrt{2} \). Neither is rational, but their sum is 6 and their product is \( 9 - 2 = 7 \), both rational, matching \( -\dfrac{b}{a} \) and \( \dfrac{c}{a} \). Why the sum and product must be rational. They equal \( -\dfrac{b}{a} \) and \( \dfrac{c}{a} \), which are ratios of rational numbers. The irrational parts have to cancel in the sum and in the product, and the only way a pair of numbers of the form \( p \pm q\sqrt{n} \) can do both is by being exactly conjugate. Where this recurs. Lesson 2.6 proves the identical statement for complex roots, for the identical reason: the radical carries the whole difference between the two roots, so they are always conjugate. Unit 3 extends it to polynomials of any degree. The two roots differ only in the sign on \( \sqrt{D} \), so with rational coefficients they must be conjugates

  10. For what values of \( m \) does the line \( y = mx + 1 \) intersect the parabola \( y = x^2 + 3 \) in exactly one point?
    Show the full solution

    Set them equal. An intersection is a point on both graphs, so \( mx + 1 = x^2 + 3 \). Rearrange to standard form. \( 0 = x^2 - mx + 2 \). Translate the condition. Exactly one intersection point means this quadratic has exactly one solution, so its discriminant is zero. The line is tangent to the parabola. \( D = (-m)^2 - 4(1)(2) = m^2 - 8 \). Set to zero: \( m^2 = 8 \), so \( m = \pm 2\sqrt{2} \). Find the point for \( m = 2\sqrt{2} \). The repeated root is \( x = \dfrac{m}{2} = \sqrt{2} \). Then \( y = x^2 + 3 = 2 + 3 = 5 \). Check with the line: \( y = 2\sqrt{2}\cdot\sqrt{2} + 1 = 4 + 1 = 5 \). Agrees, so \( (\sqrt{2},\, 5) \) is the tangent point. Find the point for \( m = -2\sqrt{2} \). By the mirror symmetry, the root is \( x = -\sqrt{2} \) and the point is \( (-\sqrt{2},\, 5) \). Check: parabola gives \( 2 + 3 = 5 \); line gives \( -2\sqrt{2}(-\sqrt{2}) + 1 = 5 \). Agrees. Sanity check on the whole setup. Try \( m = 0 \), a horizontal line \( y = 1 \). The parabola's minimum is 3, so they never meet, and indeed \( D = -8 \lt 0 \). Try \( m = 4 \), which is steeper than \( 2\sqrt{2} \approx 2.83 \): \( D = 16 - 8 = 8 \gt 0 \), two intersections. Both consistent. What the three cases mean geometrically. \( D \lt 0 \) is a line that misses the parabola, \( D = 0 \) is a tangent line, and \( D \gt 0 \) is a secant line cutting it twice. The discriminant of the combined equation classifies the line's relationship to the curve, which is the same role it played for the \( x \)-axis in the worked example. \( m = \pm 2\sqrt{2} \), touching at \( (\pm\sqrt{2},\, 5) \)

Lesson 2.5 · Unit 2 · N-CN.1, N-CN.2

The number whose square is negative one

Algebra 1 called \( \sqrt{-1} \) impossible. Algebra 2 gives it a name and works with it, and the result is a number system in which every quadratic has exactly two roots. Nothing about the arithmetic is new: it is ordinary algebra plus one substitution rule.

The method
  1. The imaginary unit is \( i \), defined by \( i^2 = -1 \).
  2. A complex number is \( a + bi \) with \( a \) and \( b \) real; \( a \) is the real part and \( b \) the imaginary part.
  3. Powers of \( i \) cycle with period four: \( i, -1, -i, 1 \), then repeat. Divide the exponent by 4 and use the remainder.
  4. To add or subtract, combine real parts and imaginary parts separately, exactly like collecting like terms.
  5. To multiply, expand as usual, then replace \( i^2 \) with \( -1 \).
  6. The conjugate of \( a + bi \) is \( a - bi \), written \( \overline{z} \).
  7. A number times its conjugate is real: \( (a + bi)(a - bi) = a^2 + b^2 \).
  8. To divide, multiply numerator and denominator by the conjugate of the denominator, which is the same move as rationalizing.

Where students lose marks: writing \( i^2 \) as \( 1 \) by analogy with \( (-1)^2 \). It is \( -1 \); that is the entire definition. A sign error here propagates through every subsequent line, so it is worth writing the substitution explicitly rather than doing it mentally.

Worked example

The problem. (a) Simplify \( i^{50} \). (b) Compute \( (3 + 4i) + (2 - 7i) \) and \( (3 + 4i)(2 - 5i) \). (c) Compute \( \dfrac{3 + 2i}{1 - 4i} \). (d) Explain why multiplying by the conjugate clears the denominator.

Step one: use the cycle for (a). Divide 50 by 4: \( 50 = 4(12) + 2 \), so the remainder is 2. \( i^{50} = i^2 = -1 \). The reasoning: \( i^{50} = (i^4)^{12} \cdot i^2 = 1^{12} \cdot i^2 = -1 \), since \( i^4 = (i^2)^2 = (-1)^2 = 1 \).

Step two: add for (b). Real parts: \( 3 + 2 = 5 \). Imaginary parts: \( 4 - 7 = -3 \). \( (3 + 4i) + (2 - 7i) = 5 - 3i \).

Step three: multiply for (b). Expand every pair: \( (3 + 4i)(2 - 5i) = 6 - 15i + 8i - 20i^2 \). Combine the middle terms: \( -15i + 8i = -7i \).

Step four: apply the definition. \( -20i^2 = -20(-1) = +20 \). So the product is \( 6 + 20 - 7i = 26 - 7i \). The real part grew because the \( i^2 \) term converted into a real contribution, which is the only thing that distinguishes complex multiplication from ordinary binomial expansion.

Step five: set up (c). The conjugate of \( 1 - 4i \) is \( 1 + 4i \). Multiply numerator and denominator by it, which is multiplying by 1 and therefore changes nothing: \( \dfrac{3 + 2i}{1 - 4i} \cdot \dfrac{1 + 4i}{1 + 4i} \).

Step six: expand the numerator. \( (3 + 2i)(1 + 4i) = 3 + 12i + 2i + 8i^2 = 3 + 14i - 8 = -5 + 14i \).

Step seven: expand the denominator and finish (c). \( (1 - 4i)(1 + 4i) = 1 + 4i - 4i - 16i^2 = 1 + 16 = 17 \), a real number. So the quotient is \( \dfrac{-5 + 14i}{17} = -\dfrac{5}{17} + \dfrac{14}{17}i \). Check by multiplying back: \( \left( \dfrac{-5 + 14i}{17} \right)(1 - 4i) = \dfrac{(-5 + 14i)(1 - 4i)}{17} = \dfrac{-5 + 20i + 14i - 56i^2}{17} = \dfrac{-5 + 34i + 56}{17} = \dfrac{51 + 34i}{17} = 3 + 2i \). That is the original numerator, so the division is correct.

Step eight: answer (d). Multiply out the general case: \( (a + bi)(a - bi) = a^2 - abi + abi - b^2i^2 = a^2 - b^2(-1) = a^2 + b^2 \). The two middle terms cancel because they are opposites, and the last term flips sign because \( i^2 = -1 \). What is left is a sum of two squares, which is real and, unless both \( a \) and \( b \) are zero, positive. So the conjugate is exactly the factor that removes \( i \) from the denominator. It is the same algebra as rationalizing \( \dfrac{1}{1 - \sqrt{2}} \) by multiplying by \( 1 + \sqrt{2} \): in both cases a difference of squares turns two terms into one, and in both cases the unwanted object appears squared and therefore disappears. Unit 5 uses the real version of this move, and recognizing them as one technique is worth more than learning them separately.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Give answers in the form \( a + bi \).

  1. Simplify \( i^3 \).
    Show the full solution

    \( i^2 \cdot i = -i \). \( -i \)

  2. Simplify \( i^{12} \).
    Show the full solution

    12 is a multiple of 4. 1

  3. Compute \( (5 + 2i) + (1 - 6i) \).
    Show the full solution

    \( 6 - 4i \)

  4. Compute \( (2 + 3i)(2 - 3i) \).
    Show the full solution

    \( 4 + 9 \), by the conjugate rule. 13

  5. Simplify \( \sqrt{-25} \).
    Show the full solution

    \( \sqrt{25}\sqrt{-1} \). \( 5i \)

  6. Compute \( (4 - i)(3 + 2i) \).
    Show the full solution

    Expand: \( 12 + 8i - 3i - 2i^2 \). Combine: \( 12 + 5i - 2i^2 \). Substitute \( i^2 = -1 \): \( 12 + 5i + 2 = 14 + 5i \). \( 14 + 5i \)

  7. Simplify \( i^{103} \).
    Show the full solution

    Divide 103 by 4: \( 103 = 4(25) + 3 \), remainder 3. \( i^{103} = i^3 = -i \). Reasoning: \( i^{103} = (i^4)^{25} \cdot i^3 = 1 \cdot (-i) = -i \). \( -i \)

  8. Compute \( \dfrac{2 - i}{3 + i} \).
    Show the full solution

    Multiply by the conjugate \( 3 - i \) over itself. Numerator: \( (2 - i)(3 - i) = 6 - 2i - 3i + i^2 = 6 - 5i - 1 = 5 - 5i \). Denominator: \( (3 + i)(3 - i) = 9 + 1 = 10 \). \( \dfrac{5 - 5i}{10} = \dfrac{1}{2} - \dfrac{1}{2}i \). Check by multiplying back: \( \left( \dfrac{1}{2} - \dfrac{1}{2}i \right)(3 + i) = \dfrac{3}{2} + \dfrac{1}{2}i - \dfrac{3}{2}i - \dfrac{1}{2}i^2 = \dfrac{3}{2} - i + \dfrac{1}{2} = 2 - i \). Correct. \( \frac{1}{2} - \frac{1}{2}i \)

  9. Explain why \( \sqrt{-4} \cdot \sqrt{-9} \) is not \( \sqrt{36} \).
    Show the full solution

    Compute it correctly first. \( \sqrt{-4} = 2i \) and \( \sqrt{-9} = 3i \). Their product is \( 2i \cdot 3i = 6i^2 = -6 \). The tempting wrong route. Applying \( \sqrt{a}\sqrt{b} = \sqrt{ab} \) would give \( \sqrt{(-4)(-9)} = \sqrt{36} = 6 \), the wrong sign entirely. Why the rule fails. The identity \( \sqrt{a}\sqrt{b} = \sqrt{ab} \) is proved for nonnegative \( a \) and \( b \), and its proof uses the fact that the principal square root is well defined on nonnegatives. With negative radicands that guarantee is gone, and the rule breaks. The safe procedure. Convert every negative radicand to \( i \) form before multiplying. Write \( \sqrt{-4} = 2i \) first, then multiply. Doing the conversion first and the multiplication second is always correct. A second case to confirm the danger. \( \sqrt{-1}\cdot\sqrt{-1} = i \cdot i = -1 \), whereas the misapplied rule gives \( \sqrt{1} = 1 \). The two answers differ in sign, and the correct one is \( -1 \) by the definition of \( i \). The radical product rule requires nonnegative radicands; convert to \( i \) form first, giving \( -6 \)

  10. Show that \( 1 + 2i \) is a solution of \( x^2 - 2x + 5 = 0 \), find the other solution, and verify the sum and product of the roots.
    Show the full solution

    Substitute \( x = 1 + 2i \). \( (1 + 2i)^2 = 1 + 4i + 4i^2 = 1 + 4i - 4 = -3 + 4i \). \( -2(1 + 2i) = -2 - 4i \). Sum with the 5: \( (-3 + 4i) + (-2 - 4i) + 5 = (-3 - 2 + 5) + (4 - 4)i = 0 + 0i = 0 \). Verified. Find the other root. By the conjugate pair theorem of lesson 2.6, a real quadratic with one non-real root has its conjugate as the other: \( 1 - 2i \). Confirm by the quadratic formula: \( D = 4 - 20 = -16 \), so \( x = \dfrac{2 \pm \sqrt{-16}}{2} = \dfrac{2 \pm 4i}{2} = 1 \pm 2i \). Agrees. Verify the sum. It should be \( -\dfrac{b}{a} = 2 \). \( (1 + 2i) + (1 - 2i) = 2 \). The imaginary parts cancel, as conjugates must. Correct. Verify the product. It should be \( \dfrac{c}{a} = 5 \). \( (1 + 2i)(1 - 2i) = 1^2 + 2^2 = 1 + 4 = 5 \), by the conjugate rule. Correct. What the check demonstrates. Both the sum and the product came out real, even though neither root is. That is not luck: a quadratic with real coefficients has \( -\dfrac{b}{a} \) and \( \dfrac{c}{a} \) real by construction, so its roots must be arranged so that their imaginary parts cancel in the sum and annihilate in the product. Conjugate pairs are the only arrangement that does both, which is the content of the next lesson's theorem. Verified; the other root is \( 1 - 2i \), with sum 2 and product 5

Lesson 2.6 · Unit 2 · N-CN.7, N-CN.8

Every quadratic has exactly two roots, once you allow complex ones

With complex numbers available, the phrase "no solution" disappears from quadratics entirely. A negative discriminant produces two roots, they always come as a conjugate pair, and the quadratic always factors. This lesson closes the gap Algebra 1 left open.

The method
  1. When \( D \lt 0 \), write \( \sqrt{D} = i\sqrt{\left| D \right|} \) and continue with the quadratic formula unchanged.
  2. The roots come out as \( p \pm qi \), a conjugate pair.
  3. The conjugate pair theorem: if a polynomial with real coefficients has the root \( p + qi \), then \( p - qi \) is also a root.
  4. This requires real coefficients. A quadratic with complex coefficients need not have conjugate roots.
  5. To build a quadratic from a complex root, pair it with its conjugate, then use the sum and product.
  6. Sum of the pair is \( 2p \) and product is \( p^2 + q^2 \), both real.
  7. The quadratic is then \( x^2 - (\text{sum})x + (\text{product}) \) for a leading coefficient of 1.
  8. Over the complex numbers every quadratic factors into two linear factors, which is the fundamental theorem of algebra in its smallest case.

Where students lose marks: writing \( \sqrt{-16} = -4 \). It is \( 4i \). The negative sign inside the radical becomes a factor of \( i \) outside, not a negative sign outside, and \( (-4)^2 = 16 \) rather than \( -16 \).

Worked example

The problem. (a) Solve \( x^2 - 4x + 13 = 0 \). (b) Build a quadratic with real coefficients having \( 3 - 2i \) as a root. (c) Factor \( x^2 + 9 \) over the complex numbers. (d) Prove the conjugate pair theorem for a quadratic.

Step one: compute the discriminant for (a). \( a = 1 \), \( b = -4 \), \( c = 13 \). \( D = 16 - 52 = -36 \), negative, so the roots are complex.

Step two: handle the negative radical. \( \sqrt{-36} = \sqrt{36}\sqrt{-1} = 6i \). So \( x = \dfrac{4 \pm 6i}{2} = 2 \pm 3i \).

Step three: check (a). Substitute \( 2 + 3i \): \( (2 + 3i)^2 = 4 + 12i + 9i^2 = 4 + 12i - 9 = -5 + 12i \). \( -4(2 + 3i) = -8 - 12i \). Total with the 13: \( (-5 + 12i) + (-8 - 12i) + 13 = (-5 - 8 + 13) + (12 - 12)i = 0 \). Correct. The imaginary parts cancel, which is what a correct complex root always does.

Step four: set up (b). Real coefficients force the conjugate to be a root too, so the pair is \( 3 - 2i \) and \( 3 + 2i \).

Step five: compute sum and product. Sum: \( (3 - 2i) + (3 + 2i) = 6 \). Product: \( (3 - 2i)(3 + 2i) = 9 + 4 = 13 \), by the conjugate rule. Both real, as they must be.

Step six: write the quadratic and check (b). \( x^2 - (\text{sum})x + (\text{product}) = x^2 - 6x + 13 \). Check with the discriminant: \( 36 - 52 = -16 \), so \( x = \dfrac{6 \pm 4i}{2} = 3 \pm 2i \). The intended roots. Correct. Any nonzero multiple, such as \( 2x^2 - 12x + 26 \), also works, since scaling does not change roots. The monic version is the standard answer.

Step seven: factor for (c). Over the reals \( x^2 + 9 \) is irreducible, since it has no real roots. Over the complex numbers its roots are \( x^2 = -9 \), so \( x = \pm 3i \). Therefore \( x^2 + 9 = (x - 3i)(x + 3i) \). Check by expanding: \( x^2 + 3ix - 3ix - 9i^2 = x^2 + 9 \). Correct. This is the difference of squares in disguise: \( x^2 + 9 = x^2 - (3i)^2 \).

Step eight: prove the theorem for (d). Let \( ax^2 + bx + c = 0 \) have real coefficients and a non-real root. Non-real means \( D \lt 0 \). By the quadratic formula the two roots are \( \dfrac{-b + i\sqrt{\left| D \right|}}{2a} \) and \( \dfrac{-b - i\sqrt{\left| D \right|}}{2a} \). Since \( a \), \( b \) and \( \left| D \right| \) are all real, both roots have the same real part \( -\dfrac{b}{2a} \) and imaginary parts that are exact opposites. That is the definition of a conjugate pair. Why the hypothesis is needed. The proof used that the coefficients are real at the point where it claimed \( -\dfrac{b}{2a} \) is real and \( \left| D \right| \) is a real number under the radical. Drop that and it fails: the quadratic \( x^2 - (1 + i)x + i = 0 \) factors as \( (x - 1)(x - i) \), with roots 1 and \( i \), which are not conjugates of each other. So the theorem is genuinely about real-coefficient polynomials, and unit 3 will extend it to any degree by the same reasoning applied to factors.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( \sqrt{-49} \).
    Show the full solution

    \( 7i \)

  2. Solve \( x^2 + 16 = 0 \).
    Show the full solution

    \( x^2 = -16 \). \( x = \pm 4i \)

  3. If \( 2 + 5i \) is a root of a real quadratic, what is the other root?
    Show the full solution

    \( 2 - 5i \)

  4. Find the sum of \( 4 + 3i \) and its conjugate.
    Show the full solution

    8

  5. Find the product of \( 4 + 3i \) and its conjugate.
    Show the full solution

    \( 16 + 9 \). 25

  6. Solve \( x^2 - 6x + 10 = 0 \).
    Show the full solution

    \( D = 36 - 40 = -4 \), so \( \sqrt{-4} = 2i \). \( x = \dfrac{6 \pm 2i}{2} = 3 \pm i \). Check \( 3 + i \): \( (3 + i)^2 = 9 + 6i - 1 = 8 + 6i \). \( -6(3 + i) = -18 - 6i \). Total with 10: \( 8 + 6i - 18 - 6i + 10 = 0 \). Correct. \( x = 3 \pm i \)

  7. Build a monic quadratic with real coefficients having \( -1 + 4i \) as a root.
    Show the full solution

    The conjugate \( -1 - 4i \) must also be a root. Sum: \( -2 \). Product: \( (-1)^2 + 4^2 = 1 + 16 = 17 \). \( x^2 - (-2)x + 17 = x^2 + 2x + 17 \). Check: \( D = 4 - 68 = -64 \), so \( x = \dfrac{-2 \pm 8i}{2} = -1 \pm 4i \). Correct. \( x^2 + 2x + 17 \)

  8. Factor \( x^4 - 16 \) completely over the complex numbers.
    Show the full solution

    Difference of squares twice: \( x^4 - 16 = (x^2 - 4)(x^2 + 4) \). The first factors over the reals: \( (x - 2)(x + 2) \). The second has roots \( x^2 = -4 \), so \( x = \pm 2i \), giving \( (x - 2i)(x + 2i) \). Complete factorization: \( (x - 2)(x + 2)(x - 2i)(x + 2i) \). Check by expanding the complex pair: \( x^2 - 4i^2 = x^2 + 4 \). Correct, and \( (x^2 - 4)(x^2 + 4) = x^4 - 16 \). Correct. Four roots for a degree-four polynomial, two real and one conjugate pair, which is the fundamental theorem of algebra of lesson 3.6. \( (x-2)(x+2)(x-2i)(x+2i) \)

  9. Explain why a real quadratic cannot have exactly one complex root.
    Show the full solution

    Suppose it had one non-real root and one real root. The conjugate pair theorem says the conjugate of the non-real root must also be a root, so that would be three roots in total for a quadratic. A quadratic has at most two roots, since a polynomial of degree \( n \) has at most \( n \) roots. The conjugate is not equal to the original, because a number equals its own conjugate only when its imaginary part is zero, that is only when it is real. So the three would be genuinely distinct. That is a contradiction, so the case is impossible. The complete list of possibilities. A real quadratic has either two real roots, counting a repeated root twice, or two non-real roots forming a conjugate pair. Nothing else. Confirmed by the discriminant. \( D \gt 0 \) gives two real, \( D = 0 \) gives one real repeated, \( D \lt 0 \) gives two complex. The negative case produces both roots at once, since the \( \pm \) applies to an imaginary quantity and yields two non-real values. There is no way to get one of each. The general version. For a real polynomial of any degree, non-real roots always come in pairs, so a real polynomial of odd degree must have at least one real root. That is why every cubic crosses the \( x \)-axis somewhere, which unit 3 uses. The conjugate would be a third root, which a quadratic cannot have

  10. Show that \( (1 + i)^2 = 2i \), then use it to find all four solutions of \( x^4 = -4 \).
    Show the full solution

    Verify the given fact. \( (1 + i)^2 = 1 + 2i + i^2 = 1 + 2i - 1 = 2i \). Confirmed. Set up the equation. Write \( x^4 = -4 \) as \( x^4 + 4 = 0 \). Factor as a difference of squares in disguise. Add and subtract \( 4x^2 \) to build a perfect square: \( x^4 + 4 = x^4 + 4x^2 + 4 - 4x^2 = (x^2 + 2)^2 - (2x)^2 \). That is a difference of squares: \( = (x^2 + 2 - 2x)(x^2 + 2 + 2x) \). Solve each quadratic. First: \( x^2 - 2x + 2 = 0 \), with \( D = 4 - 8 = -4 \), so \( x = \dfrac{2 \pm 2i}{2} = 1 \pm i \). Second: \( x^2 + 2x + 2 = 0 \), with \( D = 4 - 8 = -4 \), so \( x = \dfrac{-2 \pm 2i}{2} = -1 \pm i \). The four solutions: \( 1 + i \), \( 1 - i \), \( -1 + i \), \( -1 - i \). Check one using the given fact. \( (1 + i)^4 = \big[(1 + i)^2\big]^2 = (2i)^2 = 4i^2 = -4 \). Correct. Check another. \( (-1 + i)^2 = 1 - 2i + i^2 = -2i \), so \( (-1 + i)^4 = (-2i)^2 = 4i^2 = -4 \). Correct. Note the structure. The four solutions form two conjugate pairs, \( 1 \pm i \) and \( -1 \pm i \), exactly as a real polynomial requires. They also sit symmetrically: each has real and imaginary parts of size 1, so all four lie at the same distance \( \sqrt{2} \) from the origin, spaced a quarter turn apart. That regular spacing is a general fact about the \( n \)th roots of any number, developed properly in Precalculus. Why the factoring trick worked. Adding and subtracting \( 4x^2 \) is completing the square on \( x^4 + 4 \) viewed as a quadratic in \( x^2 \), then using the difference of squares. It is the same technique as lesson 2.2 applied one level up, which is the substitution idea that lesson 3.5 develops. \( x = 1 + i,\; 1 - i,\; -1 + i,\; -1 - i \)

Lesson 2.7 · Unit 2 · A-CED.1

Where a parabola is above the axis, and what that means in a problem

A quadratic inequality asks for the interval on which the parabola sits above or below a level, and the answer is read from the sign of the factored form rather than computed. The lesson closes with the two applications that use it constantly: projectile motion and optimizing an area.

The method
  1. Get zero on one side and factor, or find the roots by the formula.
  2. Mark the roots on a number line. They are the only places the expression can change sign.
  3. Test one value in each region the roots create, and record the sign of the result.
  4. Read off the regions matching the inequality, using square brackets for \( \le \) and \( \ge \) and round ones for strict inequalities.
  5. For an upward parabola the expression is negative between the roots and positive outside them; for a downward one it is reversed.
  6. If there are no real roots the sign never changes, so the answer is either all reals or nothing.
  7. In a modeling problem, the situation restricts the domain beyond whatever the algebra allows.
  8. A maximum or minimum is at the vertex, found by \( x = -\dfrac{b}{2a} \).

Where students lose marks: multiplying or dividing an inequality by a negative number without reversing the sign. Dividing \( -16t^2 + 64t - 48 \gt 0 \) by \( -16 \) gives \( t^2 - 4t + 3 \lt 0 \), with the inequality flipped. Forgetting that gives the complement of the right answer.

Worked example

The problem. (a) Solve \( x^2 - x - 6 \gt 0 \). (b) Solve \( x^2 + 2x - 8 \le 0 \). (c) A ball is thrown so that its height in feet after \( t \) seconds is \( h(t) = -16t^2 + 64t + 80 \). Find its maximum height, when it lands, and when it is above 128 feet. (d) A rectangular pen is built against a wall using 80 m of fencing on the other three sides. Find the dimensions giving the largest area.

Step one: solve (a). Factor: \( x^2 - x - 6 = (x - 3)(x + 2) \), so the roots are 3 and \( -2 \). Three regions: \( x \lt -2 \), \( -2 \lt x \lt 3 \), and \( x \gt 3 \). Test \( x = -3 \): \( (-6)(-1) = 6 \), positive. Test \( x = 0 \): \( (-3)(2) = -6 \), negative. Test \( x = 4 \): \( (1)(6) = 6 \), positive. The inequality wants positive, so \( x \lt -2 \) or \( x \gt 3 \).

Step two: solve (b). Factor: \( (x + 4)(x - 2) \), roots \( -4 \) and 2. The parabola opens up, so it is negative between the roots. Since the inequality is \( \le \), the roots are included: \( -4 \le x \le 2 \), or \( [-4, 2] \). Check \( x = 0 \): \( -8 \le 0 \). Correct. Check \( x = 3 \): \( 9 + 6 - 8 = 7 \), which fails, and 3 is correctly outside.

Step three: find the maximum height in (c). The vertex is at \( t = -\dfrac{b}{2a} = -\dfrac{64}{2(-16)} = 2 \) seconds. \( h(2) = -16(4) + 128 + 80 = -64 + 208 = 144 \) feet. Since \( a \) is negative the parabola opens down, so this is a maximum.

Step four: find when it lands. Landing means \( h = 0 \): \( -16t^2 + 64t + 80 = 0 \). Divide by \( -16 \): \( t^2 - 4t - 5 = 0 \), so \( (t - 5)(t + 1) = 0 \) and \( t = 5 \) or \( t = -1 \). Only \( t = 5 \) is in the domain, since negative time has no meaning here. The ball lands after 5 seconds. Check: \( h(5) = -400 + 320 + 80 = 0 \). Correct.

Step five: solve the inequality in (c). Above 128 feet means \( -16t^2 + 64t + 80 \gt 128 \). Subtract 128: \( -16t^2 + 64t - 48 \gt 0 \). Divide by \( -16 \) and flip the inequality: \( t^2 - 4t + 3 \lt 0 \).

Step six: finish (c). Factor: \( (t - 1)(t - 3) \lt 0 \), roots 1 and 3. An upward parabola is negative between its roots, so \( 1 \lt t \lt 3 \). Check \( t = 2 \): \( h(2) = 144 \gt 128 \). Correct. Check \( t = 0.5 \): \( h = -4 + 32 + 80 = 108 \), not above 128. Correctly excluded. The ball is above 128 feet between 1 and 3 seconds, a two-second window centered on the peak at \( t = 2 \), which the symmetry of the parabola predicts.

Step seven: set up (d). Let \( w \) be the length of each of the two sides perpendicular to the wall, and \( L \) the side parallel to it. Only three sides are fenced: \( L + 2w = 80 \), so \( L = 80 - 2w \). Area: \( A(w) = Lw = (80 - 2w)w = 80w - 2w^2 \).

Step eight: optimize and check (d). The vertex is at \( w = -\dfrac{80}{2(-2)} = 20 \) m. Then \( L = 80 - 40 = 40 \) m, and \( A = 40 \times 20 = 800 \) square meters. Check the fencing: \( 40 + 20 + 20 = 80 \) m. Correct. Check it is a maximum: \( a = -2 \) is negative, so the parabola opens down. And testing nearby, \( w = 19 \) gives \( A = 80(19) - 2(361) = 1520 - 722 = 798 \), and \( w = 21 \) gives \( 1680 - 882 = 798 \). Both below 800, symmetric about the vertex as expected. The domain the situation imposes: \( w \gt 0 \) and \( L \gt 0 \), so \( 0 \lt w \lt 40 \). The algebra would accept any \( w \), but a pen with negative width is not a pen, and stating that restriction is part of the answer. A pattern worth noticing: the optimum puts exactly half the fencing, 40 m, on the side parallel to the wall and half split between the two perpendicular sides. That is true for every problem of this shape, whatever the total, and it is a quick way to check a result of this kind.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Solve \( (x - 1)(x - 4) \lt 0 \).
    Show the full solution

    Negative between the roots. \( 1 \lt x \lt 4 \)

  2. Solve \( (x + 2)(x - 5) \gt 0 \).
    Show the full solution

    Positive outside the roots. \( x \lt -2 \) or \( x \gt 5 \)

  3. Solve \( x^2 - 9 \le 0 \).
    Show the full solution

    \( (x-3)(x+3) \le 0 \). \( -3 \le x \le 3 \)

  4. Find the vertex of \( h(t) = -16t^2 + 32t \).
    Show the full solution

    \( t = -\dfrac{32}{-32} = 1 \), and \( h(1) = -16 + 32 = 16 \). \( (1, 16) \)

  5. Solve \( x^2 + 4 \gt 0 \).
    Show the full solution

    No real roots, and the expression is always positive. All real numbers

  6. Solve \( 2x^2 - 5x - 3 \ge 0 \).
    Show the full solution

    Factor: \( 2x^2 - 5x - 3 = (2x + 1)(x - 3) \). Check the factoring: \( 2x^2 - 6x + x - 3 = 2x^2 - 5x - 3 \). Correct. Roots: \( x = -\dfrac{1}{2} \) and \( x = 3 \). The parabola opens up, so it is nonnegative outside the roots, inclusive: \( x \le -\dfrac{1}{2} \) or \( x \ge 3 \). Check \( x = 0 \): \( -3 \), which fails, and 0 is correctly between the roots. Check \( x = 4 \): \( 32 - 20 - 3 = 9 \ge 0 \). Correct. \( \left( -\infty, -\frac{1}{2} \right] \cup [3, \infty) \)

  7. Solve \( x^2 + 2x + 5 \lt 0 \).
    Show the full solution

    Discriminant: \( 4 - 20 = -16 \), negative, so there are no real roots and the sign never changes. Test any value, say \( x = 0 \): the expression is 5, positive. Since it is positive somewhere and never changes sign, it is positive everywhere. The inequality asks for negative values. No solution Confirming with vertex form: \( x^2 + 2x + 1 + 4 = (x + 1)^2 + 4 \), whose minimum is 4. Never negative.

  8. A rocket's height in meters after \( t \) seconds is \( h(t) = -5t^2 + 40t \). Find the maximum height, the landing time, and the interval when it is above 60 m.
    Show the full solution

    Maximum. \( t = -\dfrac{40}{2(-5)} = 4 \) seconds. \( h(4) = -80 + 160 = 80 \) m. Landing. \( -5t^2 + 40t = 0 \), so \( -5t(t - 8) = 0 \) and \( t = 0 \) or \( t = 8 \). \( t = 0 \) is the launch, so it lands at \( t = 8 \) seconds. Note the symmetry: the peak at \( t = 4 \) is exactly halfway. Correct. Above 60 m. \( -5t^2 + 40t \gt 60 \), so \( -5t^2 + 40t - 60 \gt 0 \). Divide by \( -5 \) and flip: \( t^2 - 8t + 12 \lt 0 \). Factor: \( (t - 2)(t - 6) \lt 0 \), so \( 2 \lt t \lt 6 \). Check \( t = 4 \): \( h = 80 \gt 60 \). Correct. Check \( t = 1 \): \( h = -5 + 40 = 35 \), not above 60. Correctly excluded. Max 80 m at 4 s; lands at 8 s; above 60 m from 2 s to 6 s

  9. Explain why the sign of a quadratic can only change at its roots.
    Show the full solution

    A polynomial is a continuous function: its graph has no breaks or jumps. To go from a positive value to a negative one, a continuous graph must pass through zero somewhere in between. So a sign change forces a root. Contrapositively, on any interval containing no root, the sign cannot change, and testing a single point in that interval determines the sign on the whole of it. Why this makes the test-point method valid. Marking the roots cuts the number line into intervals, none of which contains a root in its interior. On each one the sign is constant, so one test value settles it. Without continuity the method would be unjustified. A contrast that shows the point. The function \( \dfrac{1}{x} \) changes sign at \( x = 0 \) without having a root there, because it is not continuous: it has a vertical asymptote. So for rational functions the sign can change at a root or at a value excluded from the domain, and lesson 4.6 handles that extra case. For polynomials, roots are the only possibility. A related consequence. The same continuity argument gives the intermediate value property used in unit 3: if a polynomial is negative at one point and positive at another, it has a root between them. That is how a root is located numerically when no exact method applies. Polynomials are continuous, so passing from positive to negative requires crossing zero

  10. A company's profit from selling \( x \) units is \( P(x) = -0.5x^2 + 60x - 1000 \) dollars. Find the break-even points, the maximum profit, and the production range that keeps profit above $500.
    Show the full solution

    Break-even points. Profit is zero: \( -0.5x^2 + 60x - 1000 = 0 \). Multiply through by \( -2 \) to clear the decimal: \( x^2 - 120x + 2000 = 0 \). Discriminant: \( 14400 - 8000 = 6400 \), and \( \sqrt{6400} = 80 \). \( x = \dfrac{120 \pm 80}{2} \), giving \( x = 100 \) or \( x = 20 \). Check \( x = 20 \): \( -0.5(400) + 1200 - 1000 = -200 + 200 = 0 \). Correct. Check \( x = 100 \): \( -0.5(10000) + 6000 - 1000 = -5000 + 5000 = 0 \). Correct. Maximum profit. \( x = -\dfrac{60}{2(-0.5)} = 60 \) units. \( P(60) = -0.5(3600) + 3600 - 1000 = -1800 + 2600 = 800 \) dollars. Sanity check: 60 is the midpoint of 20 and 100, as the axis of symmetry must be. Profit above $500. \( -0.5x^2 + 60x - 1000 \gt 500 \), so \( -0.5x^2 + 60x - 1500 \gt 0 \). Multiply by \( -2 \) and flip: \( x^2 - 120x + 3000 \lt 0 \). Discriminant: \( 14400 - 12000 = 2400 \), and \( \sqrt{2400} = 20\sqrt{6} \approx 48.99 \). \( x = \dfrac{120 \pm 20\sqrt{6}}{2} = 60 \pm 10\sqrt{6} \), approximately 35.51 and 84.49. Negative between the roots: \( 35.51 \lt x \lt 84.49 \). Check \( x = 60 \): profit 800, above 500. Correct. Check \( x = 30 \): \( -450 + 1800 - 1000 = 350 \), below 500. Correctly excluded. Interpreting in context. Units sold are whole numbers, so the usable answer is 36 through 84 units. Verify the endpoints: \( P(36) = -648 + 2160 - 1000 = 512 \), above 500. And \( P(35) = -612.5 + 2100 - 1000 = 487.5 \), below. So 36 is genuinely the first qualifying value. At the top: \( P(84) = -3528 + 5040 - 1000 = 512 \), above 500, and \( P(85) = -3612.5 + 5100 - 1000 = 487.5 \), below. So 84 is the last. What the model assumes. It treats every unit produced as sold at a price that falls with volume, which is what the negative quadratic term encodes, and it assumes the $1000 fixed cost does not change with output. Beyond 100 units the model predicts losses, and beyond some point it would predict arbitrarily large losses, which no real firm would incur because it would stop producing. The model is trustworthy in the neighborhood of the data it was fitted to and not outside it. Break even at 20 and 100 units; maximum profit $800 at 60 units; above $500 for 36 to 84 units

Unit 2 mixed review · 10 problems · all topics

Unit 2: Quadratic Functions and Complex Numbers

The questions do not say which solving method to use. Choosing it is part of the work, and the choice should follow from what the equation looks like.

  1. Give the vertex of \( y = (x - 3)^2 + 5 \).
    Show the full solution

    \( (3, 5) \)

  2. Solve \( x^2 = 49 \).
    Show the full solution

    Both roots. \( x = \pm 7 \)

  3. Simplify \( i^2 \).
    Show the full solution

    \( -1 \)

  4. Find the discriminant of \( x^2 + 4x + 4 = 0 \).
    Show the full solution

    \( 16 - 4(1)(4) = 0 \). 0

  5. How many real roots does an equation with a negative discriminant have?
    Show the full solution

    None

  6. Solve \( 2x^2 + 3x - 5 = 0 \).
    Show the full solution

    Try factoring first, since the coefficients are small. \( (2x + 5)(x - 1) = 0 \). Check by expanding: \( 2x^2 - 2x + 5x - 5 = 2x^2 + 3x - 5 \) ✓ \( x = -\dfrac{5}{2} \) or \( x = 1 \). \( x = -\frac{5}{2} \) and \( x = 1 \)

  7. Simplify \( (3 + 2i)(4 - i) \).
    Show the full solution

    Expand: \( 12 - 3i + 8i - 2i^2 \). Since \( i^2 = -1 \), the last term is \( +2 \). \( 12 + 2 + 5i = 14 + 5i \). \( 14 + 5i \)

  8. Solve \( x^2 - 6x + 2 = 0 \) by completing the square.
    Show the full solution

    Move the constant: \( x^2 - 6x = -2 \). Half of \( -6 \) is \( -3 \), and \( (-3)^2 = 9 \). Add 9 to both sides: \( x^2 - 6x + 9 = 7 \), so \( (x - 3)^2 = 7 \). \( x - 3 = \pm\sqrt{7} \), giving \( x = 3 \pm \sqrt{7} \). Check with the quadratic formula: \( \dfrac{6 \pm \sqrt{36 - 8}}{2} = \dfrac{6 \pm \sqrt{28}}{2} = 3 \pm \sqrt{7} \) ✓ \( x = 3 \pm \sqrt{7} \)

  9. Solve \( x^2 + 2x + 5 = 0 \).
    Show the full solution

    Discriminant: \( 4 - 20 = -16 \), so the roots are complex. \( x = \dfrac{-2 \pm \sqrt{-16}}{2} = \dfrac{-2 \pm 4i}{2} = -1 \pm 2i \). The roots are a conjugate pair, as they must be for a quadratic with real coefficients. Check: \( (-1 + 2i)^2 + 2(-1 + 2i) + 5 = (1 - 4i - 4) + (-2 + 4i) + 5 = (-3 - 4i) + (-2 + 4i) + 5 = 0 \) ✓ \( x = -1 \pm 2i \)

  10. Write \( y = x^2 - 8x + 11 \) in vertex form, give the minimum, and state where the graph crosses the \( x \)-axis.
    Show the full solution

    Complete the square. Half of \( -8 \) is \( -4 \), and \( (-4)^2 = 16 \). \( y = (x^2 - 8x + 16) - 16 + 11 = (x - 4)^2 - 5 \). Read the vertex. \( (4, -5) \), so the minimum value is \( -5 \), occurring at \( x = 4 \). Find the \( x \)-intercepts. Set \( y = 0 \): \( (x - 4)^2 = 5 \), so \( x = 4 \pm \sqrt{5} \). Numerically: \( 4 \pm 2.236 \), so about 1.764 and 6.236. Check against the discriminant. \( 64 - 44 = 20 \), positive, so two real roots ✓ And \( \dfrac{8 \pm \sqrt{20}}{2} = 4 \pm \sqrt{5} \) ✓ Check the symmetry. The two intercepts average to 4, which is the axis of symmetry ✓ \( y = (x-4)^2 - 5 \), minimum \( -5 \) at \( x = 4 \), crossing at \( 4 \pm \sqrt{5} \)

Lesson 3.1 · Unit 3 · F-IF.7c

What the two ends of the graph do, from two numbers

Far from the origin, a polynomial behaves like its leading term alone: every other term is negligible by comparison. That single fact reduces end behavior to two questions, the parity of the degree and the sign of the leading coefficient, with four possible answers.

The method
  1. A polynomial is a sum of terms \( ax^n \) with \( n \) a nonnegative integer; no variable in a denominator, under a radical, or in an exponent.
  2. The degree is the highest exponent, and the leading coefficient is the number attached to it.
  3. Standard form lists terms by descending degree, which is how the leading term is identified.
  4. End behavior is decided by the leading term alone, because for large \( \left| x \right| \) it dominates every other term.
  5. Even degree, positive leading coefficient: both ends rise.
  6. Even degree, negative: both ends fall.
  7. Odd degree, positive: falls on the left, rises on the right.
  8. Odd degree, negative: rises on the left, falls on the right.

Where students lose marks: reading the degree off an unordered expression. In \( 5x^2 - x^7 + 3 \) the degree is 7 and the leading coefficient is \( -1 \), not 5. Rewrite in standard form before reading anything.

Worked example

The problem. (a) Give the degree, leading coefficient and end behavior of \( f(x) = 2x^3 - 5x + 1 \). (b) Do the same for \( g(x) = -x^4 + 3x^2 \). (c) Explain why the leading term dominates. (d) What is the largest number of \( x \)-intercepts each could have, and the smallest?

Step one: read (a). The expression is already in standard form. The highest exponent is 3, so the degree is 3 and the leading coefficient is 2.

Step two: give the end behavior for (a). Odd degree with a positive leading coefficient: the graph falls to the left and rises to the right. In symbols: as \( x \to -\infty \), \( f(x) \to -\infty \); as \( x \to \infty \), \( f(x) \to \infty \). Check numerically: \( f(10) = 2000 - 50 + 1 = 1951 \), large and positive. \( f(-10) = -2000 + 50 + 1 = -1949 \), large and negative. Consistent.

Step three: read (b). Degree 4, leading coefficient \( -1 \). Even degree with a negative leading coefficient: both ends fall. \( g(10) = -10000 + 300 = -9700 \). \( g(-10) = -10000 + 300 = -9700 \). Both large and negative, and equal, since \( g \) happens to be even.

Step four: begin (c) with numbers. Take \( f(x) = 2x^3 - 5x + 1 \) at \( x = 100 \). Leading term: \( 2(1{,}000{,}000) = 2{,}000{,}000 \). Other terms: \( -500 + 1 = -499 \). The others contribute about 0.025 percent of the total. At \( x = 1000 \) the leading term is \( 2 \times 10^9 \) and the rest is about \( -5000 \), which is 0.00025 percent.

Step five: explain why for (c). Factor out the leading power: \[ 2x^3 - 5x + 1 = x^3\left( 2 - \frac{5}{x^2} + \frac{1}{x^3} \right) \] As \( \left| x \right| \) grows, both fractions approach zero, so the bracket approaches 2. The whole expression therefore behaves like \( 2x^3 \). The lower-degree terms matter enormously near the origin, where they determine the wiggles and the roots. They just stop mattering far away, and end behavior is a statement about far away.

Step six: begin (d) with the maximum. A polynomial of degree \( n \) has at most \( n \) roots, so \( f \) has at most 3 \( x \)-intercepts and \( g \) at most 4. Why: each root corresponds to a linear factor, and multiplying more than \( n \) linear factors would produce a degree higher than \( n \).

Step seven: find the minimum for the odd case. Since \( f \) has odd degree, it falls to \( -\infty \) on one side and rises to \( \infty \) on the other. A polynomial is continuous, so to get from a negative value to a positive one it must pass through zero. Therefore \( f \) has at least one real root, and every odd-degree polynomial does. Here \( f \) could have 1 or 3 real roots but never 0 or 2, because non-real roots come in conjugate pairs and removing pairs from 3 leaves an odd number.

Step eight: find the minimum for the even case. \( g \) has even degree, so both ends go the same way and no such argument applies. It can have zero real roots: \( -x^4 - 1 \) is negative everywhere. For this particular \( g(x) = -x^4 + 3x^2 = -x^2(x^2 - 3) \), the roots are \( x = 0 \) with multiplicity 2 and \( x = \pm\sqrt{3} \), so three distinct intercepts and four roots counted with multiplicity. Check: \( g(\sqrt{3}) = -9 + 9 = 0 \). Correct. The general statement: an even-degree polynomial has an even number of real roots counted with multiplicity, and an odd-degree one has an odd number, so the odd case is never zero.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the degree of \( 4x^5 - x^2 + 9 \).
    Show the full solution

    5

  2. Give the leading coefficient of \( -3x^4 + 2x \).
    Show the full solution

    \( -3 \)

  3. Describe the end behavior of \( y = x^2 \).
    Show the full solution

    Both ends rise

  4. Describe the end behavior of \( y = -x^3 \).
    Show the full solution

    Odd degree, negative leading coefficient. Rises left, falls right

  5. Is \( \dfrac{1}{x} + 3 \) a polynomial?
    Show the full solution

    A variable in a denominator is not allowed. No

  6. Give the degree, leading coefficient and end behavior of \( 7 - 2x^6 + x^3 \).
    Show the full solution

    Rewrite in standard form: \( -2x^6 + x^3 + 7 \). Degree 6, leading coefficient \( -2 \). Even degree with a negative leading coefficient, so both ends fall. Check: \( f(10) = -2{,}000{,}000 + 1000 + 7 \), large and negative. And \( f(-10) = -2{,}000{,}000 - 1000 + 7 \), also large and negative. Correct. Degree 6, leading coefficient \( -2 \), both ends fall

  7. A polynomial of degree 5 has a negative leading coefficient. How many real roots could it have?
    Show the full solution

    At most 5, since the degree bounds the number of roots. At least 1, because odd degree forces the graph to run from \( +\infty \) to \( -\infty \) and therefore to cross the axis. Non-real roots come in conjugate pairs, so removing them from 5 removes an even number each time. The possible counts of real roots, with multiplicity, are 1, 3 or 5. The leading coefficient being negative affects which end goes which way but not the counting. 1, 3 or 5

  8. Two polynomials have degree 4 and degree 3. What are the possible degrees of their sum and of their product?
    Show the full solution

    Product. Multiplying the leading terms gives a term of degree \( 4 + 3 = 7 \), and nothing can cancel it since no other product of terms reaches degree 7. The product has degree exactly 7. Sum. The degree-4 term has nothing to cancel against, because the second polynomial has no degree-4 term at all. So the sum has degree exactly 4. When cancellation is possible. Had both polynomials been degree 4, the sum could drop: \( (x^4 + x) + (-x^4 + 1) = x + 1 \), degree 1. Equal degrees are the only case where the sum's degree is uncertain, and then it can be anything from 0 up to that degree, or the zero polynomial. Product degree 7; sum degree 4

  9. Explain why end behavior depends only on the leading term.
    Show the full solution

    Factor the leading power out of the whole polynomial. For \( a_n x^n + a_{n-1}x^{n-1} + \cdots + a_0 \) this gives \[ x^n\left( a_n + \frac{a_{n-1}}{x} + \frac{a_{n-2}}{x^2} + \cdots + \frac{a_0}{x^n} \right) \] Every term inside the bracket except \( a_n \) has a positive power of \( x \) in its denominator, so each approaches zero as \( \left| x \right| \) grows. The bracket approaches \( a_n \), and the whole expression behaves like \( a_n x^n \). What decides the picture. The parity of \( n \) decides whether the two ends agree: an even power turns a large negative input into a large positive output, so both ends match, while an odd power preserves sign and the ends oppose. The sign of \( a_n \) then flips both ends or neither. The limits of the statement. End behavior says nothing about the middle. Two polynomials with identical end behavior can look completely different near the origin, with different numbers of turns and roots. End behavior is the first thing to establish when sketching and never the last. Dividing by the leading power sends every other term to zero, leaving the leading coefficient

  10. Sketch-describe a possible graph of a degree-4 polynomial with positive leading coefficient, exactly two real roots, and a negative \( y \)-intercept. Give a formula.
    Show the full solution

    Work out what the description forces. Degree 4 with a positive leading coefficient means both ends rise. Exactly two real roots means the graph crosses or touches the axis at exactly two places. A negative \( y \)-intercept means it is below the axis at \( x = 0 \). Reconcile them. If the graph rises at both ends and dips below the axis in the middle, it must cross the axis twice, once coming down and once going back up. Between those crossings it stays below, which accommodates the negative \( y \)-intercept provided 0 lies between the two roots. Account for the other two roots. Degree 4 requires four roots counted with multiplicity, and only two are real. So the other two form a complex conjugate pair, contributing an irreducible quadratic factor. Build a formula. Take real roots at \( -1 \) and 2, and an irreducible quadratic factor such as \( x^2 + 1 \), which has no real roots since its discriminant is \( -4 \): \( f(x) = (x + 1)(x - 2)(x^2 + 1) \). Check the leading coefficient. Multiplying the leading terms gives \( x \cdot x \cdot x^2 = x^4 \), so the coefficient is \( +1 \). Positive, as required. Check the \( y \)-intercept. \( f(0) = (1)(-2)(1) = -2 \). Negative, as required. Check the roots. \( f(-1) = 0 \) and \( f(2) = 0 \), and \( x^2 + 1 \) contributes no real roots. Exactly two. Correct. Check the shape between them. At \( x = 1 \): \( (2)(-1)(2) = -4 \), below the axis, consistent with the dip. At \( x = 3 \): \( (4)(1)(10) = 40 \), above. At \( x = -2 \): \( (-1)(-4)(5) = 20 \), above. So the graph is above, dips below between \( -1 \) and 2, and returns above. Matches the description. Note that the answer is not unique. Any positive multiple works, as does any other pair of real roots straddling zero and any irreducible quadratic. The question asked for a possible graph, and demonstrating that the constraints are consistent is the substance of the answer. \( f(x) = (x+1)(x-2)(x^2+1) \), with both ends rising, crossings at \( -1 \) and 2, and \( f(0) = -2 \)

Lesson 3.2 · Unit 3 · A-APR.1

Adding, subtracting and multiplying without losing a term

Polynomial arithmetic is ordinary distribution with bookkeeping. The only real difficulty is keeping every term accounted for when the expressions get long, and there is a reliable way to do that.

The method
  1. To add, combine like terms: terms with the same variable and the same exponent.
  2. To subtract, distribute the negative to every term of the second polynomial before combining.
  3. To multiply, multiply every term of the first by every term of the second. A product of \( m \) and \( n \) terms has \( mn \) products before collecting.
  4. Count the products as a check that none was missed.
  5. Collect by degree, writing the answer in standard form.
  6. The degree of a product is the sum of the degrees.
  7. Special products worth recognizing: \( (a + b)(a - b) = a^2 - b^2 \), \( (a \pm b)^2 = a^2 \pm 2ab + b^2 \).
  8. Check by substituting a convenient value, usually \( x = 1 \) or \( x = 2 \), into both the original and the answer.

Where students lose marks: distributing a subtraction to only the first term. \( (3x^2 + 2x) - (x^2 - 5x + 4) \) is \( 3x^2 + 2x - x^2 + 5x - 4 \), not \( 3x^2 + 2x - x^2 - 5x + 4 \). Every sign inside the bracket flips.

Worked example

The problem. (a) Simplify \( (3x^3 - 2x + 5) - (x^3 + 4x^2 - 2x - 1) \). (b) Expand \( (2x^2 - 3x + 1)(x^2 + 4x - 2) \). (c) Check (b) by substitution. (d) Explain why polynomials are closed under addition and multiplication but not division.

Step one: distribute the negative for (a). \( 3x^3 - 2x + 5 - x^3 - 4x^2 + 2x + 1 \). All four signs inside the second bracket changed, including the \( -1 \) which became \( +1 \).

Step two: collect by degree. \( x^3 \): \( 3 - 1 = 2 \). \( x^2 \): only \( -4 \). \( x \): \( -2 + 2 = 0 \), so that term vanishes. constant: \( 5 + 1 = 6 \). Answer: \( 2x^3 - 4x^2 + 6 \).

Step three: set up the multiplication for (b). Three terms times three terms gives nine products. List them systematically, taking each term of the first in turn: \( 2x^2 \) against each: \( 2x^4 \), \( 8x^3 \), \( -4x^2 \). \( -3x \) against each: \( -3x^3 \), \( -12x^2 \), \( 6x \). \( 1 \) against each: \( x^2 \), \( 4x \), \( -2 \). Nine products, as counted.

Step four: collect for (b). \( x^4 \): \( 2 \). \( x^3 \): \( 8 - 3 = 5 \). \( x^2 \): \( -4 - 12 + 1 = -15 \). \( x \): \( 6 + 4 = 10 \). constant: \( -2 \). Answer: \( 2x^4 + 5x^3 - 15x^2 + 10x - 2 \).

Step five: check the degree. Degree 2 times degree 2 should give degree 4, and it does. That confirms no leading term was lost.

Step six: check (c) by substitution at \( x = 1 \). First factor: \( 2 - 3 + 1 = 0 \). Second factor: \( 1 + 4 - 2 = 3 \). Product: \( 0 \times 3 = 0 \). Answer at \( x = 1 \): \( 2 + 5 - 15 + 10 - 2 = 0 \). Agrees. A value that makes a factor zero is a convenient check but a weak one, since many wrong answers also give zero there. Use a second value.

Step seven: check at \( x = 2 \). First factor: \( 8 - 6 + 1 = 3 \). Second factor: \( 4 + 8 - 2 = 10 \). Product: \( 30 \). Answer: \( 2(16) + 5(8) - 15(4) + 10(2) - 2 = 32 + 40 - 60 + 20 - 2 = 30 \). Agrees. Two independent values matching is strong evidence for a degree-4 answer.

Step eight: answer (d). Closure means the result of the operation is still a polynomial. Addition and subtraction: combining like terms produces terms of the form \( ax^n \) with \( n \) a nonnegative integer, since no new exponents are created. Still a polynomial. Multiplication: multiplying \( ax^m \) by \( bx^n \) gives \( abx^{m+n} \), and a sum of two nonnegative integers is a nonnegative integer. Still a polynomial. Division: dividing \( x^2 \) by \( x \) gives \( x \), a polynomial, but dividing \( 1 \) by \( x \) gives \( x^{-1} \), which has a negative exponent and is not. So division sometimes leaves the set and sometimes does not, which is exactly what failing closure means. The analogy is the integers: closed under addition, subtraction and multiplication, but \( \dfrac{1}{2} \) is not an integer. That parallel is not decorative; polynomials and integers share enough structure that division with remainder, the factor theorem and unique factorization all have polynomial versions, which is what the next four lessons develop.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( (2x + 3) + (5x - 1) \).
    Show the full solution

    \( 7x + 2 \)

  2. Simplify \( (4x^2 - x) - (x^2 + 3x) \).
    Show the full solution

    \( 4x^2 - x - x^2 - 3x \). \( 3x^2 - 4x \)

  3. Expand \( (x + 5)(x - 5) \).
    Show the full solution

    Difference of squares. \( x^2 - 25 \)

  4. Expand \( (2x - 3)^2 \).
    Show the full solution

    \( 4x^2 - 12x + 9 \). \( 4x^2 - 12x + 9 \)

  5. What is the degree of the product of a degree-3 and a degree-5 polynomial?
    Show the full solution

    8

  6. Expand \( (x + 2)(x^2 - 3x + 4) \).
    Show the full solution

    Six products: \( x \) against each: \( x^3 \), \( -3x^2 \), \( 4x \). \( 2 \) against each: \( 2x^2 \), \( -6x \), \( 8 \). Collect: \( x^3 + (-3 + 2)x^2 + (4 - 6)x + 8 = x^3 - x^2 - 2x + 8 \). Check at \( x = 1 \): \( (3)(2) = 6 \), and \( 1 - 1 - 2 + 8 = 6 \). Agrees. \( x^3 - x^2 - 2x + 8 \)

  7. Expand \( (x - 1)^3 \).
    Show the full solution

    First square: \( (x - 1)^2 = x^2 - 2x + 1 \). Then multiply by \( (x - 1) \): \( x \) against each: \( x^3 \), \( -2x^2 \), \( x \). \( -1 \) against each: \( -x^2 \), \( 2x \), \( -1 \). Collect: \( x^3 - 3x^2 + 3x - 1 \). Check at \( x = 2 \): \( (1)^3 = 1 \), and \( 8 - 12 + 6 - 1 = 1 \). Agrees. The coefficients 1, 3, 3, 1 are the fourth row of Pascal's triangle, with alternating signs from the minus. Lesson 8.7 makes that general. \( x^3 - 3x^2 + 3x - 1 \)

  8. Expand \( (x^2 + 2x - 1)(x^2 - 2x + 1) \) and simplify.
    Show the full solution

    Spot the structure first. The second factor is \( (x - 1)^2 \), and the first can be written as \( x^2 + (2x - 1) \), which does not obviously help. Expand directly instead, but notice that grouping will pay off: write the first as \( x^2 + (2x - 1) \) and the second as \( x^2 - (2x - 1) \). That is a difference of squares with \( a = x^2 \) and \( b = 2x - 1 \): \( a^2 - b^2 = x^4 - (2x - 1)^2 = x^4 - (4x^2 - 4x + 1) = x^4 - 4x^2 + 4x - 1 \). Check by direct expansion at \( x = 2 \). First factor: \( 4 + 4 - 1 = 7 \). Second: \( 4 - 4 + 1 = 1 \). Product: 7. Answer: \( 16 - 16 + 8 - 1 = 7 \). Agrees. Check at \( x = 3 \). First: \( 9 + 6 - 1 = 14 \). Second: \( 9 - 6 + 1 = 4 \). Product: 56. Answer: \( 81 - 36 + 12 - 1 = 56 \). Agrees. \( x^4 - 4x^2 + 4x - 1 \)

  9. Explain why checking an expansion at \( x = 1 \) alone is not sufficient.
    Show the full solution

    Substituting \( x = 1 \) makes every power of \( x \) equal 1, so the check reduces to comparing the sum of the coefficients on each side. Many different wrong answers have the same coefficient sum as the right one. A concrete failure. Suppose the correct expansion is \( x^2 + 3x + 2 \), with coefficient sum 6. The wrong answer \( x^2 + 2x + 3 \) also sums to 6, so the \( x = 1 \) check passes on an answer with two coefficients swapped. At \( x = 2 \), the correct one gives \( 4 + 6 + 2 = 12 \) and the wrong one gives \( 4 + 4 + 3 = 11 \). The second check separates them. Why \( x = 0 \) is also weak. It tests only the constant term, since every other term vanishes. It is a useful quick check of the constant and nothing more. How many checks are enough. Two polynomials of degree \( n \) that agree at \( n + 1 \) distinct values are identical, so a degree-4 expansion is fully verified by five well-chosen values. In practice two or three catch essentially every arithmetic slip, and \( x = 2 \) is a good default because it weights the higher powers heavily. At \( x = 1 \) the check compares only the sums of the coefficients, which many wrong answers also match

  10. A box is made from a 20 cm by 30 cm sheet by cutting squares of side \( x \) from each corner and folding up. Write its volume as a polynomial, give the valid domain, and find the volume at \( x = 4 \).
    Show the full solution

    Work out the dimensions. Cutting a square of side \( x \) from each corner removes \( x \) from both ends of each dimension. Base length: \( 30 - 2x \). Base width: \( 20 - 2x \). Height: \( x \), the folded-up flap. Write the volume. \( V(x) = x(30 - 2x)(20 - 2x) \). Expand. Multiply the two brackets first: \( (30 - 2x)(20 - 2x) = 600 - 60x - 40x + 4x^2 = 4x^2 - 100x + 600 \). Then multiply by \( x \): \( V(x) = 4x^3 - 100x^2 + 600x \). Check the degree. Three linear factors give degree 3. Correct, and a volume built from three lengths should be cubic. Find the domain the situation allows. The height must be positive, so \( x \gt 0 \). Both base dimensions must be positive, so \( 30 - 2x \gt 0 \) giving \( x \lt 15 \), and \( 20 - 2x \gt 0 \) giving \( x \lt 10 \). The binding constraint is the smaller one: \( 0 \lt x \lt 10 \). Why the narrower constraint wins. The shorter side runs out first. A cut of 12 cm would satisfy \( x \lt 15 \) but would consume more than the entire 20 cm width, which is physically impossible. Evaluate at \( x = 4 \). From the factored form: \( 4(30 - 8)(20 - 8) = 4(22)(12) = 1056 \) cubic centimeters. From the expanded form: \( 4(64) - 100(16) + 600(4) = 256 - 1600 + 2400 = 1056 \). Both agree, which checks the expansion. A sanity check on the size. The original sheet is 600 square centimeters. A box roughly 22 by 12 by 4 holding about a liter is plausible for that amount of material. \( V(x) = 4x^3 - 100x^2 + 600x \) on \( 0 \lt x \lt 10 \); \( V(4) = 1056 \) cubic cm

Lesson 3.3 · Unit 3 · A-APR.6

Dividing one polynomial by another, two ways

Polynomial division works exactly like long division of numbers, and it produces a quotient and a remainder in the same way. Synthetic division is a compressed version that works only for a linear divisor, but that is the case needed constantly.

The method
  1. Write both polynomials in standard form, inserting a zero coefficient for every missing degree.
  2. Long division: divide the leading terms, multiply the divisor by that result, subtract, bring down, and repeat.
  3. Stop when the remainder's degree is below the divisor's.
  4. Write the result as \( \dfrac{P}{D} = Q + \dfrac{R}{D} \), or equivalently \( P = DQ + R \).
  5. Synthetic division applies only when the divisor is \( x - c \), a linear factor with leading coefficient 1.
  6. Write \( c \), then the coefficients of \( P \) including zeros for missing terms.
  7. Bring down the first, multiply by \( c \), add to the next, and repeat across.
  8. The last number is the remainder; the others are the quotient's coefficients, one degree lower than \( P \).

Where students lose marks: omitting a zero for a missing term. Dividing \( x^3 - 8 \) means using coefficients \( 1, 0, 0, -8 \). Writing \( 1, -8 \) shifts everything and produces a completely wrong quotient.

Worked example

The problem. (a) Divide \( 2x^3 + 3x^2 - 5x + 7 \) by \( x + 2 \) using synthetic division. (b) Verify by multiplying back. (c) Divide \( x^3 - 8 \) by \( x - 2 \). (d) Explain why synthetic division works.

Step one: identify \( c \) for (a). The divisor is \( x + 2 \), which is \( x - (-2) \), so \( c = -2 \). The sign flip is the step most often reversed: a divisor of \( x + 2 \) uses \( -2 \), not \( +2 \).

Step two: set up and run the algorithm. Coefficients: \( 2, 3, -5, 7 \), with no missing degrees. Bring down 2. \( 2 \times (-2) = -4 \); \( 3 + (-4) = -1 \). \( -1 \times (-2) = 2 \); \( -5 + 2 = -3 \). \( -3 \times (-2) = 6 \); \( 7 + 6 = 13 \).

Step three: read off (a). The bottom row is \( 2, -1, -3, 13 \). The last entry is the remainder: 13. The others are the quotient, one degree lower than the original cubic: \( 2x^2 - x - 3 \). So \( \dfrac{2x^3 + 3x^2 - 5x + 7}{x + 2} = 2x^2 - x - 3 + \dfrac{13}{x + 2} \).

Step four: verify (b). Multiply the divisor by the quotient and add the remainder: \( (x + 2)(2x^2 - x - 3) = 2x^3 - x^2 - 3x + 4x^2 - 2x - 6 = 2x^3 + 3x^2 - 5x - 6 \). Adding 13: \( 2x^3 + 3x^2 - 5x + 7 \). That is the original. Correct. This multiplication check should be done every time; it is fast and it catches every error in the algorithm.

Step five: set up (c) with the zeros. \( x^3 - 8 \) has no \( x^2 \) term and no \( x \) term, so the coefficients are \( 1, 0, 0, -8 \). The divisor \( x - 2 \) gives \( c = 2 \).

Step six: run and read (c). Bring down 1. \( 1 \times 2 = 2 \); \( 0 + 2 = 2 \). \( 2 \times 2 = 4 \); \( 0 + 4 = 4 \). \( 4 \times 2 = 8 \); \( -8 + 8 = 0 \). Bottom row \( 1, 2, 4, 0 \): quotient \( x^2 + 2x + 4 \), remainder 0. So \( x^3 - 8 = (x - 2)(x^2 + 2x + 4) \), which is the difference of cubes factorization that lesson 3.5 states as a formula. Check: \( (x-2)(x^2 + 2x + 4) = x^3 + 2x^2 + 4x - 2x^2 - 4x - 8 = x^3 - 8 \). Correct.

Step seven: begin (d) by comparing with long division. In long division by \( x - c \), the leading term of the remainder at each stage is what gets divided next, and dividing by \( x \) with leading coefficient 1 simply copies the coefficient down. The subtraction then always involves multiplying by \( -c \) and subtracting, which is the same as multiplying by \( c \) and adding.

Step eight: finish (d). Synthetic division records only the coefficients, drops the powers of \( x \) since their positions carry that information, and replaces "multiply by \( -c \) then subtract" with "multiply by \( c \) then add". Nothing else differs. Why it needs a monic linear divisor. Dividing the leading terms is trivial only when the divisor's leading coefficient is 1; otherwise each step would need a division that the shortcut does not perform. And the divisor must be degree 1 because the method advances one coefficient per step. The workaround for a non-monic divisor. To divide by \( 2x - 6 \), factor it as \( 2(x - 3) \), divide synthetically by \( x - 3 \), then divide the quotient by 2. The remainder is unaffected by that last step. Long division remains the general method, and it handles any divisor of any degree.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. What value of \( c \) does synthetic division use for the divisor \( x - 5 \)?
    Show the full solution

    5

  2. What value for the divisor \( x + 3 \)?
    Show the full solution

    \( x + 3 = x - (-3) \). \( -3 \)

  3. List the coefficients to use for \( x^3 + 5 \).
    Show the full solution

    Insert zeros for the missing degrees. \( 1, 0, 0, 5 \)

  4. Divide \( x^2 + 5x + 6 \) by \( x + 2 \).
    Show the full solution

    \( c = -2 \): bring down 1; \( 5 - 2 = 3 \); \( 6 - 6 = 0 \). \( x + 3 \), remainder 0

  5. If the remainder is zero, what does that mean?
    Show the full solution

    The divisor is a factor

  6. Divide \( 3x^3 - 2x^2 + 4x - 1 \) by \( x - 1 \).
    Show the full solution

    \( c = 1 \), coefficients \( 3, -2, 4, -1 \). Bring down 3. \( 3 \times 1 = 3 \); \( -2 + 3 = 1 \). \( 1 \times 1 = 1 \); \( 4 + 1 = 5 \). \( 5 \times 1 = 5 \); \( -1 + 5 = 4 \). Quotient \( 3x^2 + x + 5 \), remainder 4. Check: \( (x-1)(3x^2 + x + 5) + 4 = 3x^3 + x^2 + 5x - 3x^2 - x - 5 + 4 = 3x^3 - 2x^2 + 4x - 1 \). Correct. \( 3x^2 + x + 5 \), remainder 4

  7. Divide \( x^4 - 16 \) by \( x - 2 \).
    Show the full solution

    Coefficients with zeros: \( 1, 0, 0, 0, -16 \). \( c = 2 \). Bring down 1. \( 2 \); \( 0 + 2 = 2 \). \( 4 \); \( 0 + 4 = 4 \). \( 8 \); \( 0 + 8 = 8 \). \( 16 \); \( -16 + 16 = 0 \). Quotient \( x^3 + 2x^2 + 4x + 8 \), remainder 0. Check: \( (x - 2)(x^3 + 2x^2 + 4x + 8) = x^4 + 2x^3 + 4x^2 + 8x - 2x^3 - 4x^2 - 8x - 16 = x^4 - 16 \). Correct. Three zeros had to be inserted here; omitting them is the classic failure. \( x^3 + 2x^2 + 4x + 8 \), remainder 0

  8. Divide \( 2x^3 + x^2 - 8x + 5 \) by \( 2x - 1 \).
    Show the full solution

    The divisor is not monic, so factor it: \( 2x - 1 = 2\left( x - \dfrac{1}{2} \right) \). Divide synthetically by \( x - \dfrac{1}{2} \), with \( c = \dfrac{1}{2} \) and coefficients \( 2, 1, -8, 5 \). Bring down 2. \( 2 \times \dfrac{1}{2} = 1 \); \( 1 + 1 = 2 \). \( 2 \times \dfrac{1}{2} = 1 \); \( -8 + 1 = -7 \). \( -7 \times \dfrac{1}{2} = -\dfrac{7}{2} \); \( 5 - \dfrac{7}{2} = \dfrac{3}{2} \). So \( P = \left( x - \dfrac{1}{2} \right)(2x^2 + 2x - 7) + \dfrac{3}{2} \). Now account for the factor of 2. Since \( 2x - 1 = 2\left( x - \dfrac{1}{2} \right) \), divide the quotient by 2: \( P = (2x - 1)\left( x^2 + x - \dfrac{7}{2} \right) + \dfrac{3}{2} \). Quotient \( x^2 + x - \dfrac{7}{2} \), remainder \( \dfrac{3}{2} \). Check at \( x = 1 \): \( P(1) = 2 + 1 - 8 + 5 = 0 \). And \( (1)\left( 1 + 1 - \dfrac{7}{2} \right) + \dfrac{3}{2} = -\dfrac{3}{2} + \dfrac{3}{2} = 0 \). Correct. The remainder was not divided by 2, because only the quotient absorbs the factor. \( x^2 + x - \frac{7}{2} \), remainder \( \frac{3}{2} \)

  9. Explain why the quotient has degree exactly one less than the dividend when dividing by a linear factor.
    Show the full solution

    Write the division as \( P = DQ + R \), where \( D \) is the linear divisor. Degrees add under multiplication, so \( DQ \) has degree \( 1 + \deg Q \). The remainder \( R \) has degree less than 1, so it is a constant and cannot affect the leading term. Therefore \( \deg P = 1 + \deg Q \), giving \( \deg Q = \deg P - 1 \). The bookkeeping consequence. Dividing a cubic by a linear factor must give a quadratic quotient. If synthetic division produces three numbers before the remainder, that is a quadratic and the count is right; two numbers would mean a coefficient was skipped, almost always a missing zero. Why the remainder is a constant. The algorithm stops when the remainder's degree drops below the divisor's. With a linear divisor that means degree 0 or the zero polynomial, so the remainder is always a single number. That is what makes the remainder theorem of lesson 3.4 possible: a constant remainder can be equal to a function value. The general version. Dividing by a divisor of degree \( d \) gives a quotient of degree \( \deg P - d \) and a remainder of degree at most \( d - 1 \). Dividing a quartic by a quadratic gives a quadratic quotient and a remainder that may be linear. Degrees add in \( DQ \), and the constant remainder cannot change the leading term, so \( \deg Q = \deg P - 1 \)

  10. When \( P(x) = x^3 + kx^2 - 4x + 6 \) is divided by \( x - 3 \), the remainder is 12. Find \( k \), then factor \( P \) completely.
    Show the full solution

    Use synthetic division with \( c = 3 \). Coefficients \( 1, k, -4, 6 \). Bring down 1. \( 1 \times 3 = 3 \); \( k + 3 \). \( (k + 3) \times 3 = 3k + 9 \); \( -4 + 3k + 9 = 3k + 5 \). \( (3k + 5) \times 3 = 9k + 15 \); \( 6 + 9k + 15 = 9k + 21 \). Set the remainder equal to 12. \( 9k + 21 = 12 \), so \( 9k = -9 \) and \( k = -1 \). Check with the remainder theorem instead. \( P(3) = 27 + 9k - 12 + 6 = 9k + 21 \). Same expression, confirming the synthetic work. Setting it to 12 gives \( k = -1 \). Agrees. Write out \( P \). \( P(x) = x^3 - x^2 - 4x + 6 \). Find a root. Try the divisors of 6. \( P(1) = 1 - 1 - 4 + 6 = 2 \), not a root. \( P(-1) = -1 - 1 + 4 + 6 = 8 \), no. \( P(2) = 8 - 4 - 8 + 6 = 2 \), no. \( P(-2) = -8 - 4 + 8 + 6 = 2 \), no. \( P(3) = 27 - 9 - 12 + 6 = 12 \), no, as expected. \( P(-3) = -27 - 9 + 12 + 6 = -18 \), no. No rational roots exist. The rational root theorem of lesson 3.6 says any rational root must be a divisor of 6, and all eight candidates fail. So \( P \) does not factor over the rationals. It still has a real root, since it has odd degree, but that root is irrational. Numerically \( P(2.5) = 15.625 - 6.25 - 10 + 6 = 5.375 \) and \( P(1.5) = 3.375 - 2.25 - 6 + 6 = 1.125 \), while \( P(1) = 2 \) and \( P(1.2) = 1.728 - 1.44 - 4.8 + 6 = 1.488 \). All positive. Trying negative values: \( P(-2.5) = -15.625 - 6.25 + 10 + 6 = -5.875 \), and \( P(-2) = 2 \). So a root lies between \( -2.5 \) and \( -2 \). The honest answer. \( P(x) = x^3 - x^2 - 4x + 6 \) has one real irrational root near \( -2.2 \) and two complex roots, and it cannot be factored further over the rationals. Reporting that, rather than forcing a factorization, is the correct conclusion. \( k = -1 \); \( P \) has no rational roots and does not factor over the rationals

Lesson 3.4 · Unit 3 · A-APR.2

A root and a factor are the same information

Two short theorems connect division, evaluation and factoring. Together they say that knowing a root of a polynomial and knowing a linear factor of it are the same thing, which is what makes finding roots a matter of factoring rather than of searching.

The method
  1. The remainder theorem: dividing \( P(x) \) by \( x - c \) leaves a remainder of exactly \( P(c) \).
  2. So evaluation and division give the same number, and either can be used to find the other.
  3. The factor theorem: \( x - c \) is a factor of \( P(x) \) if and only if \( P(c) = 0 \).
  4. It is an if and only if, so it works in both directions.
  5. To test a candidate root, evaluate rather than dividing, which is usually faster.
  6. Once a root is found, divide it out to get a polynomial of lower degree, and continue on that.
  7. Each root found reduces the degree by one, so a cubic needs one root found before the quadratic formula finishes the job.
  8. Verify every factorization by expanding back to the original.

Where students lose marks: testing \( P(-c) \) for the factor \( x - c \). The factor \( x - 3 \) corresponds to the root \( +3 \), because setting \( x - 3 = 0 \) gives \( x = 3 \). Read the factor as an equation to get the sign right.

Worked example

The problem. (a) Use the remainder theorem to find the remainder when \( P(x) = 2x^3 + 3x^2 - 5x + 7 \) is divided by \( x + 2 \), and compare with lesson 3.3. (b) Show \( x - 2 \) is a factor of \( Q(x) = x^3 - 4x^2 + x + 6 \) and factor it completely. (c) Prove the remainder theorem. (d) Deduce the factor theorem from it.

Step one: evaluate for (a). The divisor \( x + 2 \) is \( x - (-2) \), so \( c = -2 \). \( P(-2) = 2(-8) + 3(4) - 5(-2) + 7 = -16 + 12 + 10 + 7 = 13 \).

Step two: compare. Lesson 3.3 found the remainder 13 by synthetic division. The theorem gives the same number in one line of arithmetic, with no algorithm at all. When only the remainder is wanted, evaluation is the faster route. When the quotient is also wanted, division is necessary.

Step three: test the factor for (b). The factor \( x - 2 \) corresponds to \( c = 2 \). \( Q(2) = 8 - 16 + 2 + 6 = 0 \). By the factor theorem, \( x - 2 \) is a factor.

Step four: divide it out. Synthetic division with \( c = 2 \) on coefficients \( 1, -4, 1, 6 \): bring down 1; \( 1 \times 2 = 2 \), \( -4 + 2 = -2 \); \( -2 \times 2 = -4 \), \( 1 - 4 = -3 \); \( -3 \times 2 = -6 \), \( 6 - 6 = 0 \). Quotient \( x^2 - 2x - 3 \), remainder 0 as expected.

Step five: finish factoring (b). The quadratic factors: \( x^2 - 2x - 3 = (x - 3)(x + 1) \). So \( Q(x) = (x - 2)(x - 3)(x + 1) \), with roots 2, 3 and \( -1 \). Check the other two roots: \( Q(3) = 27 - 36 + 3 + 6 = 0 \). Correct. \( Q(-1) = -1 - 4 - 1 + 6 = 0 \). Correct. Check by expanding at \( x = 0 \): the factored form gives \( (-2)(-3)(1) = 6 \), and the original constant is 6. Agrees.

Step six: prove the remainder theorem for (c). Division by a linear divisor gives \( P(x) = (x - c)Q(x) + R \), where \( R \) is a constant because the remainder's degree must be below 1. This is an identity, true for every value of \( x \).

Step seven: substitute the one value that helps. Put \( x = c \): \( P(c) = (c - c)Q(c) + R = 0 \cdot Q(c) + R = R \). So \( R = P(c) \), which is the theorem. The whole proof is choosing the substitution that annihilates the unknown quotient, and it works because the identity holds for every \( x \), including inconvenient ones.

Step eight: deduce the factor theorem for (d). Forward direction. Suppose \( x - c \) is a factor. Then the remainder on division is 0, and by the remainder theorem that remainder is \( P(c) \), so \( P(c) = 0 \). Reverse direction. Suppose \( P(c) = 0 \). By the remainder theorem the remainder is \( P(c) = 0 \), so \( P(x) = (x - c)Q(x) + 0 = (x - c)Q(x) \), which exhibits \( x - c \) as a factor. Both directions hold, so the theorem is a genuine "if and only if", and either statement can be used to establish the other. Why this matters for the rest of the unit. It converts the problem of finding roots into the problem of finding factors and back again. Lesson 3.6 exploits the conversion: it generates candidate roots, tests them by evaluation, and divides out each success, reducing the degree until the quadratic formula can finish.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the remainder when \( x^2 + 3x - 4 \) is divided by \( x - 1 \).
    Show the full solution

    \( P(1) = 1 + 3 - 4 \). 0

  2. Is \( x - 1 \) a factor of that polynomial?
    Show the full solution

    The remainder is zero. Yes

  3. Find the remainder when \( x^3 + 2x \) is divided by \( x - 2 \).
    Show the full solution

    \( 8 + 4 \). 12

  4. What value do you substitute to test the factor \( x + 4 \)?
    Show the full solution

    \( x + 4 = 0 \) gives \( x = -4 \). \( -4 \)

  5. If \( P(5) = 0 \), name a factor of \( P \).
    Show the full solution

    \( x - 5 \)

  6. Find the remainder when \( 3x^4 - 2x^2 + 1 \) is divided by \( x + 1 \).
    Show the full solution

    \( c = -1 \). \( P(-1) = 3(1) - 2(1) + 1 = 3 - 2 + 1 = 2 \). Note that \( (-1)^4 = 1 \) and \( (-1)^2 = 1 \), both positive. 2

  7. Show that \( x + 3 \) is a factor of \( x^3 + 2x^2 - 5x - 6 \) and factor completely.
    Show the full solution

    Test \( c = -3 \): \( -27 + 18 + 15 - 6 = 0 \). It is a factor. Synthetic division with \( -3 \) on \( 1, 2, -5, -6 \): bring down 1; \( -3 \), \( 2 - 3 = -1 \); \( 3 \), \( -5 + 3 = -2 \); \( 6 \), \( -6 + 6 = 0 \). Quotient \( x^2 - x - 2 = (x - 2)(x + 1) \). Complete factorization: \( (x + 3)(x - 2)(x + 1) \). Check the roots: \( P(2) = 8 + 8 - 10 - 6 = 0 \). Correct. \( P(-1) = -1 + 2 + 5 - 6 = 0 \). Correct. \( (x+3)(x-2)(x+1) \)

  8. Find \( k \) so that \( x - 2 \) is a factor of \( x^3 + kx^2 - 7x + 2 \).
    Show the full solution

    By the factor theorem, \( x - 2 \) is a factor exactly when \( P(2) = 0 \). \( P(2) = 8 + 4k - 14 + 2 = 4k - 4 \). Set to zero: \( 4k = 4 \), so \( k = 1 \). Check: with \( k = 1 \), \( P(x) = x^3 + x^2 - 7x + 2 \) and \( P(2) = 8 + 4 - 14 + 2 = 0 \). Correct. Factoring further: synthetic division with 2 on \( 1, 1, -7, 2 \) gives \( 1, 3, -1, 0 \), so \( P(x) = (x - 2)(x^2 + 3x - 1) \). The quadratic has discriminant \( 9 + 4 = 13 \), so its roots are \( \dfrac{-3 \pm \sqrt{13}}{2} \), irrational. \( k = 1 \)

  9. Explain why the remainder theorem makes testing candidate roots faster than dividing.
    Show the full solution

    Dividing produces both a quotient and a remainder, and the algorithm has to be run in full to get either. Evaluating produces only the remainder, but when the question is "is this a root", the remainder is the only thing wanted. The cost comparison. Testing \( P(c) \) on a cubic is three multiplications and three additions, done mentally for small \( c \). Synthetic division is the same arithmetic but with the intermediate results recorded, and long division is considerably more writing. The practical strategy this supports. Lesson 3.6 lists many candidate roots, often a dozen or more. Evaluating each is quick, and most fail. Only once a candidate succeeds is division performed, and then it is performed once rather than a dozen times. A refinement worth knowing. Evaluation is fastest in nested form. Writing \( 2x^3 + 3x^2 - 5x + 7 \) as \( ((2x + 3)x - 5)x + 7 \) needs three multiplications instead of six, and it is exactly the arithmetic synthetic division performs. So the two methods are the same computation, with division additionally recording the partial results that form the quotient. Evaluation gives the remainder alone, which is all a root test needs, and the quotient is only computed once a root is confirmed

  10. A cubic \( P \) satisfies \( P(1) = 0 \), \( P(-2) = 0 \), \( P(3) = 0 \) and \( P(0) = 12 \). Find \( P \).
    Show the full solution

    Convert the roots to factors. By the factor theorem, each root gives a linear factor: \( P(1) = 0 \) gives the factor \( x - 1 \). \( P(-2) = 0 \) gives \( x + 2 \). \( P(3) = 0 \) gives \( x - 3 \). Account for the degree. Three linear factors multiply to a cubic, and \( P \) is a cubic, so there is no room for further factors. The only freedom left is a constant multiplier: \( P(x) = a(x - 1)(x + 2)(x - 3) \). Use the fourth condition to find \( a \). \( P(0) = a(-1)(2)(-3) = 6a \). Setting \( 6a = 12 \) gives \( a = 2 \). Write the answer. \( P(x) = 2(x - 1)(x + 2)(x - 3) \). Expand to standard form. First \( (x - 1)(x + 2) = x^2 + x - 2 \). Then \( (x^2 + x - 2)(x - 3) = x^3 - 3x^2 + x^2 - 3x - 2x + 6 = x^3 - 2x^2 - 5x + 6 \). Multiply by 2: \( P(x) = 2x^3 - 4x^2 - 10x + 12 \). Check all four conditions. \( P(1) = 2 - 4 - 10 + 12 = 0 \). Correct. \( P(-2) = -16 - 16 + 20 + 12 = 0 \). Correct. \( P(3) = 54 - 36 - 30 + 12 = 0 \). Correct. \( P(0) = 12 \). Correct. Why the answer is unique. Three roots fixed the factors up to a constant, and the fourth condition fixed the constant. In general a polynomial of degree \( n \) is determined by \( n + 1 \) conditions, and here four conditions determined a cubic exactly. Had only the three roots been given, every multiple \( a(x-1)(x+2)(x-3) \) would have qualified, so the value at a non-root was genuinely necessary. \( P(x) = 2(x-1)(x+2)(x-3) = 2x^3 - 4x^2 - 10x + 12 \)

Lesson 3.5 · Unit 3 · A-SSE.2

Four techniques, tried in a fixed order

Factoring a polynomial of degree three or more is a matter of recognizing which of a small number of structures is present. Trying them in a fixed order means nothing is missed, and the first step is always the same.

The method
  1. Always take out the greatest common factor first. It simplifies everything that follows and is the step most often skipped.
  2. Count the terms. Four terms suggests grouping; two suggests a special form; three suggests a quadratic pattern.
  3. Grouping: split four terms into two pairs, factor each pair, and look for a common bracket.
  4. Difference of squares: \( a^2 - b^2 = (a + b)(a - b) \). There is no sum of squares over the reals.
  5. Sum of cubes: \( a^3 + b^3 = (a + b)(a^2 - ab + b^2) \).
  6. Difference of cubes: \( a^3 - b^3 = (a - b)(a^2 + ab + b^2) \).
  7. Quadratic form: if the exponents are \( 2n \), \( n \) and 0, substitute \( u = x^n \) and factor as a quadratic.
  8. Factor completely: keep going until no factor can be broken down further.

Where students lose marks: stopping too early. Factoring \( x^4 - 13x^2 + 36 \) into \( (x^2 - 4)(x^2 - 9) \) is correct but incomplete: both factors are differences of squares and break down further. "Factor completely" means until nothing left can be factored.

Worked example

The problem. Factor completely. (a) \( x^3 + 3x^2 - 4x - 12 \). (b) \( 8x^3 - 27 \). (c) \( x^4 - 13x^2 + 36 \). (d) \( 3x^4 - 48 \).

Step one: choose the technique for (a). No common factor, and four terms, so try grouping. Split into pairs: \( (x^3 + 3x^2) + (-4x - 12) \).

Step two: factor each pair and finish (a). First pair: \( x^2(x + 3) \). Second pair: \( -4(x + 3) \). Taking out \( -4 \) rather than 4 is what makes the brackets match. Common bracket: \( (x + 3)(x^2 - 4) \). The second factor is a difference of squares, so continue: \( (x + 3)(x - 2)(x + 2) \). Check at \( x = 1 \): the original gives \( 1 + 3 - 4 - 12 = -12 \), and the factored form gives \( (4)(-1)(3) = -12 \). Agrees.

Step three: identify the form in (b). Two terms, both perfect cubes: \( 8x^3 = (2x)^3 \) and \( 27 = 3^3 \). A difference of cubes with \( a = 2x \), \( b = 3 \).

Step four: apply the formula and check (b). \( a^3 - b^3 = (a - b)(a^2 + ab + b^2) \): \( 8x^3 - 27 = (2x - 3)\big[(2x)^2 + (2x)(3) + 3^2\big] = (2x - 3)(4x^2 + 6x + 9) \). Check by expanding: \( 8x^3 + 12x^2 + 18x - 12x^2 - 18x - 27 = 8x^3 - 27 \). Correct, and the middle terms canceling in pairs is the signature of a correct cubes factorization. The quadratic factor has discriminant \( 36 - 144 = -108 \), so it does not factor further over the reals.

Step five: recognize the quadratic form in (c). The exponents are 4, 2 and 0, so substituting \( u = x^2 \) gives \( u^2 - 13u + 36 \). Two numbers multiplying to 36 and adding to \( -13 \) are \( -4 \) and \( -9 \): \( (u - 4)(u - 9) \).

Step six: substitute back and finish (c). \( (x^2 - 4)(x^2 - 9) \). Both are differences of squares, so neither is finished: \( (x - 2)(x + 2)(x - 3)(x + 3) \). Check at \( x = 1 \): the original gives \( 1 - 13 + 36 = 24 \), and the factored form gives \( (-1)(3)(-2)(4) = 24 \). Agrees. Four linear factors for a degree-4 polynomial, as the fundamental theorem requires.

Step seven: take the common factor in (d) first. \( 3x^4 - 48 = 3(x^4 - 16) \). Skipping this step and trying to factor \( 3x^4 - 48 \) directly as a difference of squares fails, because 3 is not a perfect square and neither is 48.

Step eight: finish (d). \( x^4 - 16 = (x^2 - 4)(x^2 + 4) \). The first breaks down further: \( (x - 2)(x + 2) \). The second is a sum of squares, which does not factor over the reals. Over the complex numbers it is \( (x - 2i)(x + 2i) \), by lesson 2.6. Over the reals: \( 3(x - 2)(x + 2)(x^2 + 4) \). Check at \( x = 1 \): the original gives \( 3 - 48 = -45 \), and \( 3(-1)(3)(5) = -45 \). Agrees. The lesson from (d): "factor completely" depends on the number system. Unless a question says otherwise, it means over the reals, and an irreducible quadratic factor is a legitimate final answer.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Factor completely over the reals.

  1. Factor \( x^2 - 49 \).
    Show the full solution

    \( (x-7)(x+7) \)

  2. Factor \( x^3 + 8 \).
    Show the full solution

    Sum of cubes with \( a = x \), \( b = 2 \). \( (x+2)(x^2 - 2x + 4) \)

  3. Factor \( 2x^3 + 6x^2 \).
    Show the full solution

    Common factor first. \( 2x^2(x + 3) \)

  4. Factor \( x^3 - 27 \).
    Show the full solution

    \( (x-3)(x^2 + 3x + 9) \)

  5. Does \( x^2 + 16 \) factor over the reals?
    Show the full solution

    A sum of squares does not. No

  6. Factor \( x^3 - 2x^2 - 9x + 18 \) by grouping.
    Show the full solution

    Pair them: \( (x^3 - 2x^2) + (-9x + 18) \). First pair: \( x^2(x - 2) \). Second pair: \( -9(x - 2) \). Common bracket: \( (x - 2)(x^2 - 9) \). The second factor is a difference of squares: \( (x - 2)(x - 3)(x + 3) \). Check at \( x = 1 \): the original gives \( 1 - 2 - 9 + 18 = 8 \), and \( (-1)(-2)(4) = 8 \). Agrees. \( (x-2)(x-3)(x+3) \)

  7. Factor \( x^4 - 5x^2 + 4 \).
    Show the full solution

    Quadratic form with \( u = x^2 \): \( u^2 - 5u + 4 = (u - 1)(u - 4) \). Substituting back: \( (x^2 - 1)(x^2 - 4) \). Both are differences of squares: \( (x - 1)(x + 1)(x - 2)(x + 2) \). Check at \( x = 3 \): the original gives \( 81 - 45 + 4 = 40 \), and \( (2)(4)(1)(5) = 40 \). Agrees. \( (x-1)(x+1)(x-2)(x+2) \)

  8. Factor \( 16x^4 - 81 \).
    Show the full solution

    Difference of squares with \( a = 4x^2 \) and \( b = 9 \): \( (4x^2 - 9)(4x^2 + 9) \). The first is again a difference of squares, with \( a = 2x \) and \( b = 3 \): \( (2x - 3)(2x + 3) \). The second is a sum of squares and does not factor over the reals. \( (2x - 3)(2x + 3)(4x^2 + 9) \). Check at \( x = 1 \): the original gives \( 16 - 81 = -65 \), and \( (-1)(5)(13) = -65 \). Agrees. \( (2x-3)(2x+3)(4x^2+9) \)

  9. Explain why a sum of squares does not factor over the reals but a sum of cubes does.
    Show the full solution

    A real factorization into linear factors would exhibit real roots, so the question is whether real roots exist. Sum of squares. \( a^2 + b^2 = 0 \) with real numbers requires both \( a = 0 \) and \( b = 0 \), since a sum of two nonnegative quantities is zero only when both are. So \( x^2 + k \) with \( k \gt 0 \) has no real root, and no real linear factor. It is irreducible over the reals. Sum of cubes. \( x^3 + k \) does have a real root, namely \( x = -\sqrt[3]{k} \), because odd roots of negatives exist. So a real linear factor exists, and it is \( x + \sqrt[3]{k} \). Dividing it out leaves the quadratic \( x^2 - \sqrt[3]{k}\,x + \sqrt[3]{k^2} \), which is the second factor in the formula. The underlying reason. It is the same parity distinction that runs through the course: even powers destroy sign information and odd ones preserve it. Squaring makes everything nonnegative, so a sum of squares can never reach zero without both parts vanishing. Cubing does not, so a cube can be negative and a sum of cubes can vanish. A check on the quadratic factor. In \( a^3 + b^3 = (a + b)(a^2 - ab + b^2) \), the quadratic \( a^2 - ab + b^2 \), viewed in \( a \), has discriminant \( b^2 - 4b^2 = -3b^2 \), negative unless \( b = 0 \). So it is irreducible over the reals, confirming that the given formula is already complete. A sum of squares has no real root because squares are nonnegative; a sum of cubes does, because odd powers preserve sign

  10. Factor \( x^6 - 64 \) completely over the reals, two different ways, and reconcile the results.
    Show the full solution

    First route: treat it as a difference of squares. \( x^6 - 64 = (x^3)^2 - 8^2 = (x^3 - 8)(x^3 + 8) \). Now each factor is a difference or sum of cubes: \( x^3 - 8 = (x - 2)(x^2 + 2x + 4) \). \( x^3 + 8 = (x + 2)(x^2 - 2x + 4) \). Result: \( (x - 2)(x + 2)(x^2 + 2x + 4)(x^2 - 2x + 4) \). Second route: treat it as a difference of cubes. \( x^6 - 64 = (x^2)^3 - 4^3 = (x^2 - 4)(x^4 + 4x^2 + 16) \). The first factor is a difference of squares: \( (x - 2)(x + 2) \). The quartic looks irreducible but is not. Add and subtract \( 4x^2 \): \( x^4 + 4x^2 + 16 = x^4 + 8x^2 + 16 - 4x^2 = (x^2 + 4)^2 - (2x)^2 \). That is a difference of squares: \( = (x^2 + 4 - 2x)(x^2 + 4 + 2x) = (x^2 - 2x + 4)(x^2 + 2x + 4) \). Result: \( (x - 2)(x + 2)(x^2 - 2x + 4)(x^2 + 2x + 4) \). Reconcile. The two results are identical, with the quadratic factors in the opposite order. Multiplication is commutative, so they are the same factorization. Check the quadratics are irreducible. \( x^2 + 2x + 4 \) has discriminant \( 4 - 16 = -12 \), negative. \( x^2 - 2x + 4 \) has discriminant \( 4 - 16 = -12 \), negative. Neither factors over the reals, so the factorization is complete. Verify numerically at \( x = 3 \). Original: \( 729 - 64 = 665 \). Factored: \( (1)(5)(9 - 6 + 4)(9 + 6 + 4) = (1)(5)(7)(19) = 665 \). Agrees. Verify at \( x = 1 \). Original: \( 1 - 64 = -63 \). Factored: \( (-1)(3)(1 - 2 + 4)(1 + 2 + 4) = (-1)(3)(3)(7) = -63 \). Agrees. Why the second route needed a trick. Choosing the cubes route first produced a quartic that no listed technique handles directly. The add-and-subtract move that rescued it is the same completing-the-square idea from lesson 2.2, used to manufacture a difference of squares. It is worth knowing precisely because it rescues expressions of the form \( x^4 + ax^2 + b^2 \) that appear irreducible. The practical lesson. When more than one technique applies, the order of application can make the work much easier or much harder, but the final complete factorization is unique up to the order of the factors and constant multiples. That uniqueness is the polynomial version of prime factorization for integers. \( (x-2)(x+2)(x^2-2x+4)(x^2+2x+4) \) by either route

Lesson 3.6 · Unit 3 · N-CN.9

A finite list of candidates, and how many roots to expect

Nothing so far says where to look for a root of a cubic that does not factor by inspection. The rational root theorem narrows the search to a finite list, and the fundamental theorem of algebra says exactly how many roots there are in total.

The method
  1. The rational root theorem: any rational root of a polynomial with integer coefficients has the form \( \dfrac{p}{q} \), where \( p \) divides the constant term and \( q \) divides the leading coefficient.
  2. List every divisor of the constant and every divisor of the leading coefficient, then form all the quotients, with both signs.
  3. It gives candidates, not roots. Most candidates fail, and a polynomial may have no rational roots at all.
  4. Test by evaluating, starting with the small integers, which are the most likely to work.
  5. When one succeeds, divide it out and continue on the lower-degree quotient.
  6. Once the quotient is quadratic, stop searching and use the quadratic formula.
  7. The fundamental theorem of algebra: a polynomial of degree \( n \) has exactly \( n \) complex roots, counted with multiplicity.
  8. Multiplicity is how many times a factor is repeated, and it counts toward that total.

Where students lose marks: treating every candidate as a root. The theorem restricts where a rational root could be; it does not assert that any exists. A polynomial like \( x^3 - 2 \) has candidates \( \pm 1, \pm 2 \) and none of them works, because its only real root is \( \sqrt[3]{2} \), which is irrational.

Worked example

The problem. (a) Find all roots of \( P(x) = 2x^3 - 3x^2 - 11x + 6 \). (b) Verify each. (c) Give the roots of \( (x - 1)^2(x + 3) \) with multiplicity. (d) Explain why the theorem restricts \( p \) and \( q \) the way it does.

Step one: list the candidates for (a). The constant is 6, with divisors \( 1, 2, 3, 6 \). The leading coefficient is 2, with divisors \( 1, 2 \). Candidates \( \dfrac{p}{q} \): \( \pm 1, \pm 2, \pm 3, \pm 6, \pm\dfrac{1}{2}, \pm\dfrac{3}{2} \). Twelve candidates in all. Note that \( \dfrac{2}{2} = 1 \) and \( \dfrac{6}{2} = 3 \) duplicate earlier entries and are not listed twice.

Step two: test the small ones. \( P(1) = 2 - 3 - 11 + 6 = -6 \). No. \( P(-1) = -2 - 3 + 11 + 6 = 12 \). No. \( P(2) = 16 - 12 - 22 + 6 = -12 \). No. \( P(-2) = -16 - 12 + 22 + 6 = 0 \). A root.

Step three: divide out the root just found. Synthetic division with \( c = -2 \) on coefficients \( 2, -3, -11, 6 \): bring down 2; \( 2 \times (-2) = -4 \), \( -3 - 4 = -7 \); \( -7 \times (-2) = 14 \), \( -11 + 14 = 3 \); \( 3 \times (-2) = -6 \), \( 6 - 6 = 0 \). Quotient: \( 2x^2 - 7x + 3 \).

Step four: finish with the quadratic. \( 2x^2 - 7x + 3 \) has discriminant \( 49 - 24 = 25 \), a perfect square. \( x = \dfrac{7 \pm 5}{4} \), giving \( x = 3 \) or \( x = \dfrac{1}{2} \). Both were on the candidate list, which is a consistency check on the list itself. All roots: \( -2 \), 3 and \( \dfrac{1}{2} \).

Step five: verify (b). \( P(-2) = -16 - 12 + 22 + 6 = 0 \). Correct. \( P(3) = 54 - 27 - 33 + 6 = 0 \). Correct. \( P\left( \dfrac{1}{2} \right) = 2\left( \dfrac{1}{8} \right) - 3\left( \dfrac{1}{4} \right) - \dfrac{11}{2} + 6 = \dfrac{1}{4} - \dfrac{3}{4} - \dfrac{11}{2} + 6 = -\dfrac{1}{2} - \dfrac{11}{2} + 6 = -6 + 6 = 0 \). Correct. A fourth check: the product of the roots should be \( -\dfrac{d}{a} = -\dfrac{6}{2} = -3 \), and \( (-2)(3)\left( \dfrac{1}{2} \right) = -3 \). Correct.

Step six: answer (c). \( (x - 1)^2(x + 3) \) has degree 3, so it has exactly 3 roots counted with multiplicity. Root \( x = 1 \) with multiplicity 2, and root \( x = -3 \) with multiplicity 1. Total \( 2 + 1 = 3 \), matching the degree. Only two distinct roots, which is why the theorem counts multiplicity: without it the statement would be false.

Step seven: begin (d). Suppose \( \dfrac{p}{q} \) is a root in lowest terms, so \( p \) and \( q \) share no common factor. Substituting into \( a_n x^n + \cdots + a_0 = 0 \) and multiplying through by \( q^n \) gives \[ a_n p^n + a_{n-1}p^{n-1}q + \cdots + a_1 p q^{n-1} + a_0 q^n = 0 \]

Step eight: finish (d). Isolate the last term: \( a_0 q^n = -p\big( a_n p^{n-1} + a_{n-1}p^{n-2}q + \cdots + a_1 q^{n-1} \big) \). The right side has a factor of \( p \), so \( p \) divides \( a_0 q^n \). Since \( p \) and \( q \) share no factor, \( p \) shares none with \( q^n \) either, so \( p \) must divide \( a_0 \). That is the first half of the theorem. Isolating the first term instead: \( a_n p^n = -q\big( a_{n-1}p^{n-1} + \cdots + a_0 q^{n-1} \big) \), so \( q \) divides \( a_n p^n \), and by the same coprimality argument \( q \) divides \( a_n \). That is the second half. What the proof explains. The restriction comes entirely from the two ends of the polynomial, which is why only the constant and the leading coefficient appear in the rule and the middle coefficients are irrelevant. It also explains the requirement of integer coefficients: the divisibility argument has no meaning for fractions or irrationals.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. List the candidate rational roots of \( x^3 + 2x - 5 \).
    Show the full solution

    Constant 5, leading coefficient 1. \( \pm 1, \pm 5 \)

  2. How many complex roots does a degree-6 polynomial have?
    Show the full solution

    Counted with multiplicity. 6

  3. Give the roots of \( (x - 4)^3 \) with multiplicity.
    Show the full solution

    \( x = 4 \), multiplicity 3

  4. Is 2 a root of \( x^3 - 3x - 2 \)?
    Show the full solution

    \( 8 - 6 - 2 = 0 \). Yes

  5. Does the rational root theorem guarantee a rational root exists?
    Show the full solution

    No, it only restricts where one could be

  6. List the candidate rational roots of \( 3x^3 - x + 4 \).
    Show the full solution

    Divisors of the constant 4: \( 1, 2, 4 \). Divisors of the leading coefficient 3: \( 1, 3 \). Candidates: \( \pm 1, \pm 2, \pm 4, \pm\dfrac{1}{3}, \pm\dfrac{2}{3}, \pm\dfrac{4}{3} \). Twelve in all. \( \pm 1, \pm 2, \pm 4, \pm\frac{1}{3}, \pm\frac{2}{3}, \pm\frac{4}{3} \)

  7. Find all roots of \( x^3 - 6x^2 + 11x - 6 \).
    Show the full solution

    Candidates: \( \pm 1, \pm 2, \pm 3, \pm 6 \). \( P(1) = 1 - 6 + 11 - 6 = 0 \). A root. Synthetic division with 1 on \( 1, -6, 11, -6 \): bring down 1; \( -6 + 1 = -5 \); \( 11 - 5 = 6 \); \( -6 + 6 = 0 \). Quotient \( x^2 - 5x + 6 = (x - 2)(x - 3) \). All roots: 1, 2, 3. Check: \( P(2) = 8 - 24 + 22 - 6 = 0 \). Correct. \( P(3) = 27 - 54 + 33 - 6 = 0 \). Correct. Check the sum: it should be \( -\dfrac{b}{a} = 6 \), and \( 1 + 2 + 3 = 6 \). Correct. \( x = 1, 2, 3 \)

  8. Find all roots of \( x^3 - x^2 + 4x - 4 \), including complex ones.
    Show the full solution

    Candidates: \( \pm 1, \pm 2, \pm 4 \). \( P(1) = 1 - 1 + 4 - 4 = 0 \). A root. Synthetic division with 1 on \( 1, -1, 4, -4 \): bring down 1; \( -1 + 1 = 0 \); \( 4 + 0 = 4 \); \( -4 + 4 = 0 \). Quotient \( x^2 + 0x + 4 = x^2 + 4 \). That has no real roots, but over the complex numbers \( x^2 = -4 \) gives \( x = \pm 2i \). All roots: \( 1 \), \( 2i \), \( -2i \). Three roots for a cubic, as the fundamental theorem requires, with the non-real pair conjugate, as a real polynomial requires. Check: \( P(2i) = (2i)^3 - (2i)^2 + 4(2i) - 4 = -8i + 4 + 8i - 4 = 0 \). Correct. Grouping gives the same result faster: \( x^2(x - 1) + 4(x - 1) = (x - 1)(x^2 + 4) \). \( x = 1,\; \pm 2i \)

  9. Explain why a polynomial of odd degree with real coefficients must have at least one real root.
    Show the full solution

    Two facts combine. First, the total count. By the fundamental theorem, a polynomial of degree \( n \) has exactly \( n \) complex roots counted with multiplicity. Second, the pairing. By the conjugate pair theorem of lesson 2.6, non-real roots of a real polynomial come in conjugate pairs, so the number of non-real roots is even. If \( n \) is odd, subtracting an even number of non-real roots from an odd total leaves an odd number of real roots. An odd number is at least 1, so a real root exists. The graphical version of the same fact. An odd-degree polynomial has opposite end behaviors, so it takes both large positive and large negative values. Being continuous, it must cross zero in between. Both arguments give the same conclusion by different routes, which is a good sign that the conclusion is structural. Why the even case differs. An even degree allows all roots to be non-real, since an even total can be entirely made of pairs. \( x^2 + 1 \) has roots \( \pm i \) and no real root, and its graph never touches the axis. A consequence worth stating. Every cubic with real coefficients crosses the \( x \)-axis at least once, so every cubic equation has at least one real solution. That is why the cubic was solvable by radicals historically while the general question of complex roots took much longer to settle. An odd total minus an even number of non-real roots leaves an odd number of real roots, which is at least one

  10. Find all roots of \( 2x^4 - x^3 - 19x^2 + 9x + 9 \).
    Show the full solution

    List candidates. Divisors of 9: \( 1, 3, 9 \). Divisors of 2: \( 1, 2 \). Candidates: \( \pm 1, \pm 3, \pm 9, \pm\dfrac{1}{2}, \pm\dfrac{3}{2}, \pm\dfrac{9}{2} \). Test. \( P(1) = 2 - 1 - 19 + 9 + 9 = 0 \). A root. Divide out. Synthetic division with 1 on \( 2, -1, -19, 9, 9 \): bring down 2; \( -1 + 2 = 1 \); \( -19 + 1 = -18 \); \( 9 - 18 = -9 \); \( 9 - 9 = 0 \). Quotient: \( 2x^3 + x^2 - 18x - 9 \). Test again on the cubic. \( 2 + 1 - 18 - 9 = -24 \) at \( x = 1 \). No. At \( x = -1 \): \( -2 + 1 + 18 - 9 = 8 \). No. At \( x = 3 \): \( 54 + 9 - 54 - 9 = 0 \). A root. Divide again. Synthetic division with 3 on \( 2, 1, -18, -9 \): bring down 2; \( 1 + 6 = 7 \); \( -18 + 21 = 3 \); \( -9 + 9 = 0 \). Quotient: \( 2x^2 + 7x + 3 \). Finish with the quadratic. Discriminant: \( 49 - 24 = 25 \). \( x = \dfrac{-7 \pm 5}{4} \), giving \( x = -\dfrac{1}{2} \) or \( x = -3 \). All four roots: \( 1 \), \( 3 \), \( -\dfrac{1}{2} \), \( -3 \). Verify each in the original. \( P(3) = 162 - 27 - 171 + 27 + 9 = 0 \). Correct. \( P(-3) = 162 + 27 - 171 - 27 + 9 = 0 \). Correct. \( P\left( -\dfrac{1}{2} \right) = 2\left( \dfrac{1}{16} \right) + \dfrac{1}{8} - 19\left( \dfrac{1}{4} \right) - \dfrac{9}{2} + 9 = \dfrac{1}{8} + \dfrac{1}{8} - \dfrac{19}{4} - \dfrac{9}{2} + 9 = \dfrac{1}{4} - \dfrac{19}{4} - \dfrac{18}{4} + \dfrac{36}{4} = \dfrac{0}{4} = 0 \). Correct. Check the count. Degree 4 with four distinct real roots, so no complex roots and no repeated ones. Consistent with the fundamental theorem. Check the product of the roots. It should be \( \dfrac{a_0}{a_n} = \dfrac{9}{2} \) for even degree. \( (1)(3)\left( -\dfrac{1}{2} \right)(-3) = \dfrac{9}{2} \). Correct. Check the sum. It should be \( -\dfrac{a_3}{a_4} = \dfrac{1}{2} \). \( 1 + 3 - \dfrac{1}{2} - 3 = \dfrac{1}{2} \). Correct. The factored form. \( 2(x - 1)(x - 3)\left( x + \dfrac{1}{2} \right)(x + 3) \), or equivalently \( (x - 1)(x - 3)(2x + 1)(x + 3) \). \( x = 1,\; 3,\; -\frac{1}{2},\; -3 \)

Lesson 3.7 · Unit 3 · F-IF.7c

Sketching from the factored form, without calculus

A polynomial's graph is determined near the axis by its roots and far from it by its leading term. Between those two pieces of information a good sketch is possible, and the one new idea is that a repeated root behaves differently from a simple one.

The method
  1. Factor completely to expose the roots.
  2. Determine the end behavior from the degree and leading coefficient, as in lesson 3.1.
  3. Mark each root with its multiplicity.
  4. Odd multiplicity: the graph crosses the axis there.
  5. Even multiplicity: the graph touches and turns back, without changing sign.
  6. Multiplicity 3 or higher flattens against the axis as it crosses or touches.
  7. Find the \( y \)-intercept by evaluating at zero.
  8. Test a point in each interval between roots to confirm which side of the axis the graph is on.

Where students lose marks: drawing a crossing at every root. At a root of even multiplicity the graph touches the axis and returns the way it came, so the sign does not change there. Checking the sign on both sides catches this.

Worked example

The problem. Sketch-describe \( f(x) = (x + 2)(x - 1)^2(x - 3) \). (a) Give the degree, leading coefficient and end behavior. (b) Give the roots with multiplicities and say what happens at each. (c) Find the \( y \)-intercept and the sign on each interval. (d) Explain why even multiplicity produces a touch rather than a crossing.

Step one: find the degree for (a). Four linear factors counting the repeated one twice, so degree 4. The leading term comes from multiplying the leading terms: \( x \cdot x^2 \cdot x = x^4 \), with coefficient \( +1 \).

Step two: give the end behavior. Even degree with a positive leading coefficient, so both ends rise. Check: \( f(10) = (12)(81)(7) = 6804 \), large and positive. \( f(-10) = (-8)(121)(-13) = 12584 \), also large and positive. Consistent.

Step three: list the roots for (b). \( x = -2 \), multiplicity 1, odd, so the graph crosses. \( x = 1 \), multiplicity 2, even, so the graph touches and turns back. \( x = 3 \), multiplicity 1, odd, so the graph crosses. Total multiplicity \( 1 + 2 + 1 = 4 \), matching the degree.

Step four: find the \( y \)-intercept for (c). \( f(0) = (2)(-1)^2(-3) = (2)(1)(-3) = -6 \). The graph passes through \( (0, -6) \), which is below the axis and between the roots \( -2 \) and 1.

Step five: test the outer intervals. For \( x \lt -2 \), take \( x = -3 \): \( (-1)(16)(-6) = 96 \), positive. Above the axis, consistent with the left end rising. For \( x \gt 3 \), take \( x = 4 \): \( (6)(9)(1) = 54 \), positive. Above, consistent with the right end rising.

Step six: test the inner intervals and finish (c). For \( -2 \lt x \lt 1 \), take \( x = 0 \): \( -6 \), negative. For \( 1 \lt x \lt 3 \), take \( x = 2 \): \( (4)(1)(-1) = -4 \), negative. Notice what happened at \( x = 1 \): the sign is negative on both sides. The graph dips down, touches the axis at \( (1, 0) \), and goes back down. It does not cross. That is exactly what even multiplicity predicts, and the sign test confirms it independently.

Step seven: assemble the sketch. Coming from the upper left, the graph falls and crosses at \( x = -2 \), continues down through \( (0, -6) \), rises to touch the axis at \( x = 1 \), falls back down, then rises and crosses at \( x = 3 \), continuing up. That is three turning points, which is the most a quartic can have, since a polynomial of degree \( n \) has at most \( n - 1 \) turns.

Step eight: answer (d). Near a root \( r \) of multiplicity \( m \), the factor \( (x - r)^m \) dominates the behavior, because the other factors are nearly constant there. If \( m \) is odd, \( (x - r)^m \) changes sign as \( x \) passes through \( r \), just as \( x^3 \) changes sign at 0. So the graph crosses. If \( m \) is even, \( (x - r)^m \) is nonnegative on both sides, just as \( x^2 \) is. The product's sign is then controlled entirely by the other factors, which do not change sign at \( r \). So the graph touches and returns. Confirming with the example: near \( x = 1 \) the other factors are \( (x + 2) \approx 3 \) and \( (x - 3) \approx -2 \), whose product is about \( -6 \), negative on both sides. Multiplying by the nonnegative \( (x - 1)^2 \) keeps it negative on both sides, which is what was found numerically in step six. The flattening at higher multiplicity: near the root, \( (x - r)^m \) for large \( m \) is extremely small, so the graph hugs the axis before departing. A triple root crosses but with a visible flattening, like \( x^3 \) at the origin.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the roots of \( y = (x - 1)(x + 4) \).
    Show the full solution

    1 and \( -4 \)

  2. Does the graph cross or touch at a root of multiplicity 2?
    Show the full solution

    Touches

  3. Give the degree of \( y = (x - 2)^3(x + 1) \).
    Show the full solution

    \( 3 + 1 \). 4

  4. Find the \( y \)-intercept of \( y = (x - 1)(x + 2) \).
    Show the full solution

    \( (-1)(2) \). \( -2 \)

  5. At most how many turning points can a degree-5 polynomial have?
    Show the full solution

    4

  6. Describe the graph of \( y = -(x - 2)^2(x + 1) \) at each root and at its ends.
    Show the full solution

    Degree 3, and the leading term is \( -x^2 \cdot x = -x^3 \), so the leading coefficient is \( -1 \). Odd degree, negative leading coefficient: rises on the left, falls on the right. Root \( x = 2 \), multiplicity 2: touches and turns back. Root \( x = -1 \), multiplicity 1: crosses. \( y \)-intercept: \( -(4)(1) = -4 \). Sign check: at \( x = -2 \), \( -(16)(-1) = 16 \), positive. At \( x = 0 \), \( -4 \), negative. At \( x = 3 \), \( -(1)(4) = -4 \), negative. Negative on both sides of \( x = 2 \), confirming the touch. Rises from the left, crosses at \( -1 \), touches at 2, falls to the right

  7. A quartic has roots at \( -1 \), 0 and 2, with 0 having multiplicity 2, and a positive leading coefficient. Write a possible equation and give its \( y \)-intercept.
    Show the full solution

    Multiplicities must total 4: \( 1 + 2 + 1 = 4 \). Correct. \( y = a\,x^2(x + 1)(x - 2) \) with \( a \gt 0 \). Take \( a = 1 \): \( y = x^2(x + 1)(x - 2) \). \( y \)-intercept: \( f(0) = 0 \), since \( x = 0 \) is a root. The graph passes through the origin and touches there. Check the degree: \( x^2 \cdot x \cdot x = x^4 \). Correct, leading coefficient 1, positive. Sign check: at \( x = 1 \), \( (1)(2)(-1) = -2 \), negative. At \( x = -0.5 \), \( (0.25)(0.5)(-2.5) = -0.3125 \), negative. Negative on both sides of 0, confirming the touch. \( y = x^2(x+1)(x-2) \), \( y \)-intercept 0

  8. Sketch-describe \( y = (x + 1)^3(x - 2) \), including what happens at each root.
    Show the full solution

    Degree \( 3 + 1 = 4 \), leading term \( x^3 \cdot x = x^4 \), coefficient positive. Both ends rise. Root \( x = -1 \), multiplicity 3: odd, so it crosses, but with a visible flattening against the axis because the cube is very small nearby. Root \( x = 2 \), multiplicity 1: crosses normally. \( y \)-intercept: \( (1)^3(-2) = -2 \). Sign check: at \( x = -2 \), \( (-1)^3(-4) = 4 \), positive. At \( x = 0 \), \( -2 \), negative. At \( x = 3 \), \( (64)(1) = 64 \), positive. The sign changes at both roots, confirming both are crossings. The shape. Falls from the upper left, crosses at \( -1 \) with a flattening, dips to a minimum, crosses at 2, rises. Two turning points, fewer than the three a quartic allows, because the triple root uses up the wiggle room. Crosses flatly at \( -1 \), crosses at 2, both ends rise

  9. Explain why a polynomial of degree \( n \) has at most \( n - 1 \) turning points.
    Show the full solution

    A turning point is where the graph changes from increasing to decreasing or the reverse. Between two consecutive turning points the graph is monotonic, so it can cross any given horizontal level at most once in that stretch. If a polynomial had \( n \) turning points, the graph would have \( n + 1 \) monotonic stretches. Choosing a horizontal line at a suitable height would then cut the graph \( n + 1 \) times, giving \( n + 1 \) solutions to an equation of degree \( n \). That contradicts the fact that a degree-\( n \) polynomial equation has at most \( n \) solutions. The calculus version, for later. Turning points occur where the derivative is zero, and the derivative of a degree-\( n \) polynomial has degree \( n - 1 \), so it has at most \( n - 1 \) roots. That is the same bound reached by a shorter route, and it is why this lesson can state the fact without proving it from calculus. When the maximum is not reached. \( y = x^4 \) has degree 4 but only one turning point, and \( y = x^3 \) has degree 3 and none at all. Repeated roots and flattening consume the available turns, which is why the statement is "at most" rather than "exactly". A useful check when sketching. Counting the turns in a sketch and comparing with \( n - 1 \) catches a graph drawn with too many wiggles. A cubic cannot have three humps. More than \( n-1 \) turns would let a horizontal line cross more than \( n \) times, giving too many solutions to a degree-\( n \) equation

  10. A quartic with positive leading coefficient has \( f(-2) = 0 \), \( f(1) = 0 \), \( f(4) = 0 \), touches the axis at \( x = 1 \), and has \( f(0) = 16 \). Find it and describe its graph.
    Show the full solution

    Assign multiplicities. Touching at \( x = 1 \) means even multiplicity there, and the degree is 4 with three distinct roots, so the multiplicities must be \( 1 + 2 + 1 = 4 \). The double root is at 1. Write the form. \( f(x) = a(x + 2)(x - 1)^2(x - 4) \). Find \( a \) from the \( y \)-intercept. \( f(0) = a(2)(1)(-4) = -8a \). Setting \( -8a = 16 \) gives \( a = -2 \). A problem. The question specified a positive leading coefficient, and the leading coefficient here is \( a = -2 \), which is negative. The four stated conditions are therefore inconsistent with each other. Check that carefully before concluding. The leading term is \( a \cdot x \cdot x^2 \cdot x = a x^4 \), so the leading coefficient is exactly \( a \). And \( f(0) \) with \( a \) positive would be \( -8a \), which is negative, never 16. So no quartic satisfies all five conditions. Why this happens. With both ends rising and roots at \( -2 \), 1 and 4, the graph is above the axis outside \( [-2, 4] \) and its sign inside is determined. Just to the right of \( -2 \) it must be below the axis, and since the double root at 1 does not change the sign, it stays below all the way to 4. The point \( x = 0 \) lies in that interval, so \( f(0) \) must be negative. A value of \( +16 \) is impossible. Resolve it the useful way. Drop the leading-coefficient condition, which is the one the other four contradict: \( f(x) = -2(x + 2)(x - 1)^2(x - 4) \). Verify. \( f(0) = -2(2)(1)(-4) = 16 \). Correct. \( f(-2) = 0 \), \( f(1) = 0 \), \( f(4) = 0 \). Correct. Describe the graph. Leading coefficient \( -2 \), even degree, so both ends fall. Crosses at \( -2 \), touches at 1, crosses at 4. Sign check: at \( x = -3 \), \( -2(-1)(16)(-7) = -224 \), negative. At \( x = 0 \), \( +16 \), positive. At \( x = 2 \), \( -2(4)(1)(-2) = 16 \), positive. At \( x = 5 \), \( -2(7)(16)(1) = -224 \), negative. Positive on both sides of 1, confirming the touch. What the exercise demonstrates. Conditions on a polynomial can over-determine it, and the right response is to notice the contradiction and say so rather than to force an answer. Here the sign of the \( y \)-intercept was already fixed by the roots and the end behavior, so specifying it independently was one condition too many. No quartic meets all five conditions; dropping the positive leading coefficient gives \( f(x) = -2(x+2)(x-1)^2(x-4) \)

Unit 3 mixed review · 10 problems · all topics

Unit 3: Polynomial Functions

Several of these can be done more than one way. Division, the factor theorem and the rational root theorem are different tools for the same job, and choosing well saves most of the work.

  1. Give the degree of \( 5x^4 - 3x + 1 \).
    Show the full solution

    4

  2. Give the leading coefficient of \( -7x^5 + 2x^2 \).
    Show the full solution

    \( -7 \)

  3. Describe the end behavior of \( y = -x^3 \) as \( x \to \infty \).
    Show the full solution

    Odd degree with a negative leading coefficient. It falls without bound

  4. Simplify \( (x^2 + 3x) + (2x^2 - 5x) \).
    Show the full solution

    \( 3x^2 - 2x \)

  5. For \( f(x) = x^3 - 2x + 1 \), find \( f(2) \).
    Show the full solution

    \( 8 - 4 + 1 \). 5

  6. Use the factor theorem to test whether \( x - 2 \) divides \( x^3 - 3x^2 + 4 \).
    Show the full solution

    Evaluate at \( x = 2 \): \( 8 - 12 + 4 = 0 \). The remainder is zero, so it is a factor. Yes

  7. Factor \( x^3 + 8 \) completely.
    Show the full solution

    A sum of cubes, with \( a = x \) and \( b = 2 \): \( a^3 + b^3 = (a + b)(a^2 - ab + b^2) \). \( (x + 2)(x^2 - 2x + 4) \). The quadratic factor has discriminant \( 4 - 16 = -12 \), so it does not factor further over the reals. Check by expanding: \( x^3 - 2x^2 + 4x + 2x^2 - 4x + 8 = x^3 + 8 \) ✓ \( (x+2)(x^2-2x+4) \)

  8. Divide \( x^3 - 4x^2 + x + 6 \) by \( x - 3 \) using synthetic division, and factor completely.
    Show the full solution

    Coefficients 1, \( -4 \), 1, 6 with divisor root 3. Bring down 1. Multiply by 3 to get 3; \( -4 + 3 = -1 \). Multiply by 3 to get \( -3 \); \( 1 - 3 = -2 \). Multiply by 3 to get \( -6 \); \( 6 - 6 = 0 \). Quotient \( x^2 - x - 2 \), remainder 0. Factor the quotient: \( (x - 2)(x + 1) \). Complete factorization: \( (x - 3)(x - 2)(x + 1) \). Check the constant: \( (-3)(-2)(1) = 6 \) ✓ \( (x-3)(x-2)(x+1) \)

  9. Describe the graph of \( y = (x - 1)^2(x + 3) \): degree, zeros, behavior at each zero, and the \( y \)-intercept.
    Show the full solution

    Degree 3 with a positive leading coefficient, so it falls on the left and rises on the right. Zeros at \( x = 1 \) with multiplicity 2, so the graph touches and turns around there, and at \( x = -3 \) with multiplicity 1, so it crosses. \( y \)-intercept: at \( x = 0 \), \( (1)(3) = 3 \). Even multiplicity touches, odd multiplicity crosses, which is enough to sketch the shape without plotting points. Degree 3, touches at \( x=1 \), crosses at \( x=-3 \), \( y \)-intercept 3

  10. Find all roots of \( 2x^3 - 3x^2 - 8x + 12 = 0 \).
    Show the full solution

    List the candidates with the rational root theorem. Possible rational roots are \( \dfrac{p}{q} \) where \( p \) divides 12 and \( q \) divides 2: \( \pm 1, \pm 2, \pm 3, \pm 4, \pm 6, \pm 12, \pm\dfrac{1}{2}, \pm\dfrac{3}{2} \). Test the easy ones. \( x = 1 \): \( 2 - 3 - 8 + 12 = 3 \). Not a root. \( x = 2 \): \( 16 - 12 - 16 + 12 = 0 \). A root. Divide out the factor. Synthetic division by 2 on 2, \( -3 \), \( -8 \), 12: Bring down 2. \( 2 \times 2 = 4 \); \( -3 + 4 = 1 \). \( 1 \times 2 = 2 \); \( -8 + 2 = -6 \). \( -6 \times 2 = -12 \); \( 12 - 12 = 0 \) ✓ Quotient: \( 2x^2 + x - 6 \). Factor the quadratic. \( (2x - 3)(x + 2) \). Check: \( 2x^2 + 4x - 3x - 6 = 2x^2 + x - 6 \) ✓ Collect the roots. \( x = 2 \), \( x = \dfrac{3}{2} \), \( x = -2 \). Check with the coefficients. The roots should sum to \( -\dfrac{b}{a} = \dfrac{3}{2} \): \( 2 + 1.5 - 2 = 1.5 \) ✓ Their product should be \( -\dfrac{d}{a} = -\dfrac{12}{2} = -6 \): \( 2 \times 1.5 \times (-2) = -6 \) ✓ Why the rational root theorem was the right opening. A cubic with no obvious factoring gives no other entry point, and testing a short list of candidates is far faster than guessing. Once one root is found, division reduces the problem to a quadratic, which always yields. \( x = 2 \), \( \frac{3}{2} \) and \( -2 \)

Lesson 4.1 · Unit 4 · A-APR.7

Canceling factors, never terms, and keeping the excluded values

A rational expression is a ratio of polynomials, and simplifying one means canceling common factors. The word factor is doing all the work in that sentence, and the error it guards against is the most common in the entire course.

The method
  1. A rational expression is \( \dfrac{P(x)}{Q(x)} \) with \( P \) and \( Q \) polynomials and \( Q \) not the zero polynomial.
  2. Factor the numerator and denominator completely before doing anything else.
  3. State the excluded values from the original denominator, before any canceling.
  4. Cancel only factors of the entire numerator and the entire denominator.
  5. A term is not a factor. In \( \dfrac{x + 3}{3} \) the 3 in the numerator is a term, so nothing cancels.
  6. Opposite factors cancel to \( -1 \): \( \dfrac{x - 2}{2 - x} = -1 \), because \( 2 - x = -(x - 2) \).
  7. The excluded values survive the simplification. They belong to the original expression and the simplified form does not show them.
  8. Check by substituting a legal value into both the original and the simplified form.

Where students lose marks: canceling a term. Writing \( \dfrac{x + 3}{3} = x \) is the same arithmetic as claiming \( \dfrac{6 + 4}{4} = 6 \), which is false since the left side is \( 2.5 \). Test any wrong cancellation with numbers and it collapses immediately.

Worked example

The problem. Simplify and state the excluded values. (a) \( \dfrac{x^2 - 9}{x^2 + 7x + 12} \). (b) \( \dfrac{2x^2 - 8}{x^2 - 4x + 4} \). (c) \( \dfrac{3 - x}{x^2 - 9} \). (d) Explain why the excluded values must be stated from the original.

Step one: factor both parts of (a). Numerator: \( x^2 - 9 = (x - 3)(x + 3) \), a difference of squares. Denominator: \( x^2 + 7x + 12 = (x + 3)(x + 4) \), since \( 3 \times 4 = 12 \) and \( 3 + 4 = 7 \).

Step two: state exclusions and cancel for (a). The denominator is zero when \( x = -3 \) or \( x = -4 \), so those are excluded. The factor \( (x + 3) \) appears in both, and it is a factor of the whole numerator and the whole denominator, so it cancels: \( \dfrac{x - 3}{x + 4} \), with \( x \ne -3 \) and \( x \ne -4 \). Check at \( x = 0 \): the original gives \( \dfrac{-9}{12} = -\dfrac{3}{4} \), and the simplified form gives \( \dfrac{-3}{4} \). Agrees.

Step three: factor (b). Numerator: \( 2x^2 - 8 = 2(x^2 - 4) = 2(x - 2)(x + 2) \). The common factor came out first. Denominator: \( x^2 - 4x + 4 = (x - 2)^2 \), a perfect square.

Step four: cancel for (b). Excluded: \( x = 2 \), from \( (x - 2)^2 \). One factor of \( (x - 2) \) cancels, leaving one in the denominator: \( \dfrac{2(x + 2)}{x - 2} \), with \( x \ne 2 \). Check at \( x = 0 \): the original gives \( \dfrac{-8}{4} = -2 \), and the simplified form gives \( \dfrac{2(2)}{-2} = -2 \). Agrees.

Step five: handle the opposite factors in (c). Denominator: \( x^2 - 9 = (x - 3)(x + 3) \), excluding \( x = \pm 3 \). The numerator \( 3 - x \) is the opposite of \( x - 3 \): \( 3 - x = -(x - 3) \).

Step six: finish (c). \( \dfrac{-(x - 3)}{(x - 3)(x + 3)} = \dfrac{-1}{x + 3} \), with \( x \ne \pm 3 \). Check at \( x = 0 \): the original gives \( \dfrac{3}{-9} = -\dfrac{1}{3} \), and the simplified form gives \( \dfrac{-1}{3} \). Agrees. Factoring out the negative rather than canceling directly is what keeps the sign correct; canceling \( 3 - x \) against \( x - 3 \) as if they were identical loses the minus.

Step seven: begin (d). Two functions are equal only when they have the same domain and the same values. The original in (a) is undefined at \( x = -3 \), because that makes the denominator zero.

Step eight: finish (d). The simplified form \( \dfrac{x - 3}{x + 4} \) is perfectly well defined at \( x = -3 \), giving \( \dfrac{-6}{1} = -6 \). So the two expressions are not the same function. They agree everywhere except at \( x = -3 \), where the original has a hole and the simplified form does not. Writing "with \( x \ne -3 \)" is what makes the statement true rather than approximately true, and lesson 4.6 shows that this hole is visible on the graph. The practical rule: read the exclusions off the factored original, before canceling, because canceling destroys the evidence. Reading them off the simplified form would have found only \( x \ne -4 \) and missed the hole entirely.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. State excluded values every time.

  1. Simplify \( \dfrac{6x^2}{2x} \).
    Show the full solution

    \( 3x \), with \( x \ne 0 \)

  2. Simplify \( \dfrac{x^2 - 4}{x - 2} \).
    Show the full solution

    \( \dfrac{(x-2)(x+2)}{x-2} \). \( x + 2 \), with \( x \ne 2 \)

  3. Can \( \dfrac{x + 5}{5} \) be simplified?
    Show the full solution

    The 5 on top is a term, not a factor. No

  4. Simplify \( \dfrac{x - 4}{4 - x} \).
    Show the full solution

    Opposites. \( -1 \), with \( x \ne 4 \)

  5. State the excluded values of \( \dfrac{1}{x^2 - 16} \).
    Show the full solution

    \( x \ne 4 \) and \( x \ne -4 \)

  6. Simplify \( \dfrac{x^2 + 5x + 6}{x^2 - x - 6} \).
    Show the full solution

    Numerator: \( (x + 2)(x + 3) \). Denominator: \( (x - 3)(x + 2) \). Excluded: \( x = 3 \) and \( x = -2 \). Cancel \( (x + 2) \): \( \dfrac{x + 3}{x - 3} \). Check at \( x = 0 \): the original gives \( \dfrac{6}{-6} = -1 \), and the simplified form gives \( \dfrac{3}{-3} = -1 \). Agrees. \( \frac{x+3}{x-3} \), with \( x \ne 3, -2 \)

  7. Simplify \( \dfrac{3x^2 - 12x}{x^2 - 16} \).
    Show the full solution

    Numerator: \( 3x(x - 4) \), taking the common factor first. Denominator: \( (x - 4)(x + 4) \). Excluded: \( x = 4 \) and \( x = -4 \). Cancel \( (x - 4) \): \( \dfrac{3x}{x + 4} \). Check at \( x = 1 \): the original gives \( \dfrac{3 - 12}{1 - 16} = \dfrac{-9}{-15} = \dfrac{3}{5} \), and the simplified form gives \( \dfrac{3}{5} \). Agrees. \( \frac{3x}{x+4} \), with \( x \ne \pm 4 \)

  8. Simplify \( \dfrac{x^3 - 8}{x^2 - 4} \).
    Show the full solution

    Numerator is a difference of cubes: \( x^3 - 8 = (x - 2)(x^2 + 2x + 4) \). Denominator: \( (x - 2)(x + 2) \). Excluded: \( x = 2 \) and \( x = -2 \). Cancel \( (x - 2) \): \( \dfrac{x^2 + 2x + 4}{x + 2} \). Check at \( x = 0 \): the original gives \( \dfrac{-8}{-4} = 2 \), and the simplified form gives \( \dfrac{4}{2} = 2 \). Agrees. The quadratic factor has discriminant \( 4 - 16 = -12 \), so nothing further cancels. \( \frac{x^2+2x+4}{x+2} \), with \( x \ne \pm 2 \)

  9. Explain why a term cannot be canceled, using a numerical counterexample.
    Show the full solution

    Canceling is division, and division distributes over a product, not over a sum. \( \dfrac{ab}{b} = a \) because the \( b \) divides the whole numerator. But \( \dfrac{a + b}{b} \) is \( \dfrac{a}{b} + 1 \), not \( a \), because only part of the numerator has a \( b \) in it. The counterexample. Take \( \dfrac{6 + 4}{4} \). The true value is \( \dfrac{10}{4} = 2.5 \). Canceling the 4s would give 6, which is wrong by a factor of more than two. The same test on an expression. Take \( \dfrac{x + 3}{3} \) at \( x = 6 \): the true value is \( \dfrac{9}{3} = 3 \), while the false cancellation gives 6. Different. Why the error is tempting. The 3 appears above and below, and the eye pattern-matches on appearance rather than on structure. The defense is to factor first: if a factored numerator does not contain the denominator as a whole factor, nothing cancels. Where this recurs. The same mistake appears as the linearity error throughout the course: \( \sqrt{a + b} \ne \sqrt{a} + \sqrt{b} \), \( \log(a + b) \ne \log a + \log b \). In every case an operation is being distributed across a sum when it distributes only across a product. Division distributes over products, not sums; \( \frac{6+4}{4} = 2.5 \), not 6

  10. Simplify \( \dfrac{2x^2 + 5x - 3}{6 - x - x^2} \) and state the excluded values.
    Show the full solution

    Factor the numerator. Look for two numbers multiplying to \( 2 \times (-3) = -6 \) and adding to 5: they are 6 and \( -1 \). \( 2x^2 + 6x - x - 3 = 2x(x + 3) - 1(x + 3) = (x + 3)(2x - 1) \). Check: \( (x+3)(2x-1) = 2x^2 - x + 6x - 3 = 2x^2 + 5x - 3 \). Correct. Factor the denominator. It is written in ascending order and has a negative leading term, so rearrange and factor out \( -1 \) first: \( 6 - x - x^2 = -(x^2 + x - 6) = -(x + 3)(x - 2) \). Check: \( -(x^2 + x - 6) = -x^2 - x + 6 \). Correct. State the exclusions from the original denominator. It is zero when \( x = -3 \) or \( x = 2 \). Cancel. \( \dfrac{(x + 3)(2x - 1)}{-(x + 3)(x - 2)} = \dfrac{2x - 1}{-(x - 2)} = \dfrac{2x - 1}{2 - x} \). The negative can be placed in the denominator to turn \( -(x - 2) \) into \( 2 - x \), or kept out front as \( -\dfrac{2x - 1}{x - 2} \). Both are correct. Check at \( x = 0 \). Original: \( \dfrac{-3}{6} = -\dfrac{1}{2} \). Simplified: \( \dfrac{-1}{2} = -\dfrac{1}{2} \). Agrees. Check at \( x = 1 \). Original: \( \dfrac{2 + 5 - 3}{6 - 1 - 1} = \dfrac{4}{4} = 1 \). Simplified: \( \dfrac{2 - 1}{2 - 1} = 1 \). Agrees. Note which exclusion is invisible afterward. The simplified form shows only \( x \ne 2 \). The exclusion \( x \ne -3 \) came from a canceled factor and must be carried along explicitly. At \( x = -3 \) the graph has a hole, which lesson 4.6 locates at \( \left( -3,\, \dfrac{-7}{5} \right) \), since the simplified form there gives \( \dfrac{-6 - 1}{2 + 3} = -\dfrac{7}{5} \). \( \frac{2x-1}{2-x} \), with \( x \ne -3 \) and \( x \ne 2 \)

Lesson 4.2 · Unit 4 · A-APR.7

Factor everything first, then cancel across

Multiplying rational expressions is easier than adding them, because no common denominator is needed. Division is multiplication by the reciprocal. The only subtlety is that the excluded values come from more denominators than the final answer shows.

The method
  1. To multiply, factor everything, then cancel any factor appearing in a numerator against the same factor in a denominator.
  2. Canceling works across the whole product, so a numerator factor may cancel a denominator factor from the other fraction.
  3. To divide, multiply by the reciprocal of the second fraction, then proceed as a multiplication.
  4. Invert only the divisor, never the dividend.
  5. Exclusions come from every denominator that appears, including the one created by inverting.
  6. So for division, the numerator of the divisor also gives exclusions, because it becomes a denominator.
  7. Do not multiply out unless asked; factored form is the answer.
  8. Check with a legal numerical value.

Where students lose marks: missing an excluded value on a division. In \( \dfrac{A}{B} \div \dfrac{C}{D} \), the exclusions come from \( B \), \( D \) and also \( C \), since \( C \) ends up underneath. Dividing by zero is what \( C = 0 \) would mean.

Worked example

The problem. (a) Simplify \( \dfrac{x^2 - 4}{x^2 + 5x + 6} \cdot \dfrac{x + 3}{x - 2} \). (b) Simplify \( \dfrac{x^2 - 1}{x + 2} \div \dfrac{x - 1}{x^2 - 4} \). (c) Check both numerically. (d) Explain why the divisor's numerator creates an exclusion.

Step one: factor everything in (a). \( x^2 - 4 = (x - 2)(x + 2) \). \( x^2 + 5x + 6 = (x + 2)(x + 3) \). The other two are already factored. \( \dfrac{(x - 2)(x + 2)}{(x + 2)(x + 3)} \cdot \dfrac{x + 3}{x - 2} \).

Step two: list exclusions before canceling. The denominators are \( (x + 2)(x + 3) \) and \( (x - 2) \), so \( x \ne -2 \), \( x \ne -3 \), \( x \ne 2 \).

Step three: cancel across and finish (a). \( (x + 2) \) cancels within the first fraction. \( (x + 3) \) in the second numerator cancels \( (x + 3) \) in the first denominator. \( (x - 2) \) in the first numerator cancels \( (x - 2) \) in the second denominator. Everything cancels, leaving \( 1 \), with \( x \ne -2, -3, 2 \). The answer is the constant function 1 with three points removed, which is not the same as the function \( y = 1 \).

Step four: set up (b) by inverting the divisor. \( \dfrac{x^2 - 1}{x + 2} \cdot \dfrac{x^2 - 4}{x - 1} \). Only the second fraction was flipped.

Step five: factor and list exclusions for (b). \( x^2 - 1 = (x - 1)(x + 1) \) and \( x^2 - 4 = (x - 2)(x + 2) \). Exclusions: \( x \ne -2 \) from the original first denominator; \( x \ne 2 \) and \( x \ne -2 \) from the divisor's denominator \( x^2 - 4 \), which cannot be zero even before inverting; and \( x \ne 1 \) from the divisor's numerator, which becomes a denominator. Together: \( x \ne 1, 2, -2 \).

Step six: cancel and finish (b). \( \dfrac{(x - 1)(x + 1)}{x + 2} \cdot \dfrac{(x - 2)(x + 2)}{x - 1} \). \( (x - 1) \) cancels across, and \( (x + 2) \) cancels across. Left: \( (x + 1)(x - 2) \), with \( x \ne 1, 2, -2 \).

Step seven: check both for (c). For (a) at \( x = 0 \): \( \dfrac{-4}{6} \cdot \dfrac{3}{-2} = \left( -\dfrac{2}{3} \right)\left( -\dfrac{3}{2} \right) = 1 \). Matches. For (b) at \( x = 0 \): \( \dfrac{-1}{2} \div \dfrac{-1}{-4} = \dfrac{-1}{2} \div \dfrac{1}{4} = \dfrac{-1}{2} \times 4 = -2 \). The answer \( (x + 1)(x - 2) \) at \( x = 0 \) gives \( (1)(-2) = -2 \). Matches.

Step eight: answer (d). Division by zero is undefined, so \( \dfrac{A}{B} \div \dfrac{C}{D} \) requires \( \dfrac{C}{D} \ne 0 \). A fraction is zero exactly when its numerator is zero, so \( C \ne 0 \) is a genuine requirement of the original expression, before any rewriting. Inverting makes this visible, since \( C \) moves to a denominator where a zero is obviously forbidden, but the restriction was there all along. The inversion did not create it; it exposed it. In part (b) concretely: at \( x = 1 \) the divisor \( \dfrac{x - 1}{x^2 - 4} \) equals \( \dfrac{0}{-3} = 0 \), and dividing by zero is undefined. So \( x = 1 \) was never legal, even though the original expression shows no denominator vanishing there. The habit this supports: write down every exclusion at the moment the expression is first read, from all four polynomials in a division, and carry them through.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( \dfrac{2}{x} \cdot \dfrac{x}{3} \).
    Show the full solution

    \( \frac{2}{3} \), with \( x \ne 0 \)

  2. Simplify \( \dfrac{x}{4} \div \dfrac{x}{2} \).
    Show the full solution

    \( \dfrac{x}{4} \cdot \dfrac{2}{x} = \dfrac{2}{4} \). \( \frac{1}{2} \), with \( x \ne 0 \)

  3. Which fraction gets inverted in a division?
    Show the full solution

    The second one, the divisor

  4. Simplify \( \dfrac{x + 1}{x} \cdot \dfrac{x}{x + 1} \).
    Show the full solution

    Everything cancels. 1, with \( x \ne 0, -1 \)

  5. Is a common denominator needed to multiply?
    Show the full solution

    No

  6. Simplify \( \dfrac{x^2 - 9}{x + 1} \cdot \dfrac{x^2 - 1}{x - 3} \).
    Show the full solution

    Factor: \( \dfrac{(x-3)(x+3)}{x+1} \cdot \dfrac{(x-1)(x+1)}{x-3} \). Exclusions: \( x \ne -1 \) and \( x \ne 3 \). Cancel \( (x - 3) \) and \( (x + 1) \) across. Left: \( (x + 3)(x - 1) \). Check at \( x = 0 \): the original gives \( \dfrac{-9}{1} \cdot \dfrac{-1}{-3} = -9 \times \dfrac{1}{3} = -3 \), and \( (3)(-1) = -3 \). Agrees. \( (x+3)(x-1) \), with \( x \ne -1, 3 \)

  7. Simplify \( \dfrac{x^2 + 2x}{x^2 - 9} \div \dfrac{x + 2}{x - 3} \).
    Show the full solution

    Invert the divisor: \( \dfrac{x^2 + 2x}{x^2 - 9} \cdot \dfrac{x - 3}{x + 2} \). Factor: \( \dfrac{x(x + 2)}{(x-3)(x+3)} \cdot \dfrac{x - 3}{x + 2} \). Exclusions: \( x \ne 3 \) and \( x \ne -3 \) from the first denominator, \( x \ne 3 \) from the divisor's denominator, and \( x \ne -2 \) from the divisor's numerator. Together: \( x \ne 3, -3, -2 \). Cancel \( (x + 2) \) and \( (x - 3) \). Left: \( \dfrac{x}{x + 3} \). Check at \( x = 0 \): the original gives \( \dfrac{0}{-9} \div \dfrac{2}{-3} = 0 \div \left( -\dfrac{2}{3} \right) = 0 \), and \( \dfrac{0}{3} = 0 \). Agrees. \( \frac{x}{x+3} \), with \( x \ne 3, -3, -2 \)

  8. Simplify \( \dfrac{2x^2 - 2}{x^2 + 4x + 3} \cdot \dfrac{x^2 + 6x + 9}{4x - 4} \).
    Show the full solution

    Factor each part. \( 2x^2 - 2 = 2(x - 1)(x + 1) \). \( x^2 + 4x + 3 = (x + 1)(x + 3) \). \( x^2 + 6x + 9 = (x + 3)^2 \). \( 4x - 4 = 4(x - 1) \). Exclusions: \( x \ne -1 \), \( x \ne -3 \), \( x \ne 1 \). Assemble: \( \dfrac{2(x-1)(x+1)}{(x+1)(x+3)} \cdot \dfrac{(x+3)^2}{4(x-1)} \). Cancel \( (x - 1) \), \( (x + 1) \), and one \( (x + 3) \). Numbers: \( \dfrac{2}{4} = \dfrac{1}{2} \). Left: \( \dfrac{x + 3}{2} \). Check at \( x = 0 \): the original gives \( \dfrac{-2}{3} \cdot \dfrac{9}{-4} = \dfrac{-18}{-12} = \dfrac{3}{2} \), and \( \dfrac{0 + 3}{2} = \dfrac{3}{2} \). Agrees. \( \frac{x+3}{2} \), with \( x \ne 1, -1, -3 \)

  9. Explain why the answer to a multiplication can be a polynomial even though both inputs were fractions.
    Show the full solution

    A rational expression is a fraction of polynomials, and a polynomial is the special case where the denominator is 1. So polynomials are already rational expressions, and nothing unusual has happened when one appears as an answer. How it happens mechanically. Canceling removes factors from the denominator. If every denominator factor finds a partner in some numerator, the denominator reduces to 1 and the result is a polynomial. The numerical analogy. \( \dfrac{3}{4} \times \dfrac{8}{3} = 2 \), an integer, although neither factor was. Multiplying fractions can land on a whole number whenever the denominators divide out, and the polynomial case is identical. The one thing that does not go away. The exclusions remain. In problem 6 the answer \( (x + 3)(x - 1) \) is a polynomial, defined for every real number, but the expression it came from is undefined at \( x = -1 \) and \( x = 3 \). The answer is that polynomial with two points removed, and the graph has holes there. Denominators can cancel completely, leaving a denominator of 1; the excluded values still apply

  10. Simplify \( \dfrac{x^3 - 27}{x^2 - 4} \div \dfrac{x^2 + 3x + 9}{x^2 + 2x} \), stating all excluded values.
    Show the full solution

    Invert the divisor. \( \dfrac{x^3 - 27}{x^2 - 4} \cdot \dfrac{x^2 + 2x}{x^2 + 3x + 9} \). Factor every part. \( x^3 - 27 = (x - 3)(x^2 + 3x + 9) \), a difference of cubes. \( x^2 - 4 = (x - 2)(x + 2) \). \( x^2 + 2x = x(x + 2) \). \( x^2 + 3x + 9 \) has discriminant \( 9 - 36 = -27 \), so it is irreducible over the reals and stays as it is. Collect the exclusions before canceling. From the first denominator \( x^2 - 4 \): \( x \ne 2 \) and \( x \ne -2 \). From the divisor's denominator \( x^2 + 2x = x(x + 2) \): \( x \ne 0 \) and \( x \ne -2 \). From the divisor's numerator \( x^2 + 3x + 9 \), which becomes a denominator: it is never zero for real \( x \), since its discriminant is negative, so it excludes nothing. Together: \( x \ne 2 \), \( x \ne -2 \), \( x \ne 0 \). Assemble and cancel. \( \dfrac{(x - 3)(x^2 + 3x + 9)}{(x - 2)(x + 2)} \cdot \dfrac{x(x + 2)}{x^2 + 3x + 9} \). The irreducible quadratic cancels across, and so does \( (x + 2) \). Left: \( \dfrac{x(x - 3)}{x - 2} \). Check at \( x = 1 \). Original: \( \dfrac{1 - 27}{1 - 4} \div \dfrac{1 + 3 + 9}{1 + 2} = \dfrac{-26}{-3} \div \dfrac{13}{3} = \dfrac{26}{3} \times \dfrac{3}{13} = 2 \). Answer: \( \dfrac{1(1 - 3)}{1 - 2} = \dfrac{-2}{-1} = 2 \). Agrees. Check at \( x = 4 \). Original: \( \dfrac{64 - 27}{16 - 4} \div \dfrac{16 + 12 + 9}{16 + 8} = \dfrac{37}{12} \div \dfrac{37}{24} = \dfrac{37}{12} \times \dfrac{24}{37} = 2 \). Answer: \( \dfrac{4(1)}{2} = 2 \). Agrees. Why the irreducible quadratic mattered. Spotting that \( x^3 - 27 \) contains \( x^2 + 3x + 9 \) as a factor is what makes the problem collapse. Without recognizing the difference of cubes, the expression looks unsimplifiable. The three special factorizations of lesson 3.5 earn their place here. \( \frac{x(x-3)}{x-2} \), with \( x \ne 0, 2, -2 \)

Lesson 4.3 · Unit 4 · A-APR.7

Building the least common denominator from the factorizations

Addition needs a common denominator, and finding the least one requires factoring first. Subtraction adds one hazard: the minus sign applies to every term of the second numerator, not just the first.

The method
  1. Factor every denominator completely.
  2. Build the least common denominator by taking each distinct factor to the highest power it appears with anywhere.
  3. Multiply each fraction by whatever is missing, top and bottom, so all share the common denominator.
  4. Combine the numerators over that single denominator.
  5. When subtracting, bracket the second numerator before distributing the minus.
  6. Expand and collect the numerator, leaving the denominator factored.
  7. Factor the numerator and cancel if anything matches.
  8. State the exclusions from the original denominators.

Where students lose marks: distributing the subtraction to only the first term. \( \dfrac{5}{x} - \dfrac{x + 2}{x} \) is \( \dfrac{5 - x - 2}{x} = \dfrac{3 - x}{x} \), not \( \dfrac{5 - x + 2}{x} \). Writing the numerator as \( 5 - (x + 2) \) with the brackets visible prevents it.

Worked example

The problem. (a) Simplify \( \dfrac{3}{x + 2} + \dfrac{5}{x - 1} \). (b) Simplify \( \dfrac{5}{x^2 - 9} - \dfrac{2}{x + 3} \). (c) Check both numerically. (d) Explain how to build the least common denominator when factors repeat.

Step one: find the common denominator for (a). The denominators \( x + 2 \) and \( x - 1 \) share no factors, so the least common denominator is their product: \( (x + 2)(x - 1) \). Exclusions: \( x \ne -2 \) and \( x \ne 1 \).

Step two: rewrite each fraction. The first needs \( (x - 1) \): \( \dfrac{3(x - 1)}{(x + 2)(x - 1)} \). The second needs \( (x + 2) \): \( \dfrac{5(x + 2)}{(x + 2)(x - 1)} \).

Step three: combine and finish (a). Numerator: \( 3(x - 1) + 5(x + 2) = 3x - 3 + 5x + 10 = 8x + 7 \). \( \dfrac{8x + 7}{(x + 2)(x - 1)} \), with \( x \ne -2, 1 \). The numerator does not factor usefully, and \( 8x + 7 \) shares no factor with either denominator factor, so nothing cancels.

Step four: factor first in (b). \( x^2 - 9 = (x - 3)(x + 3) \). The second denominator \( x + 3 \) already divides that, so the least common denominator is \( (x - 3)(x + 3) \), not the product of the two written denominators. Exclusions: \( x \ne 3 \) and \( x \ne -3 \).

Step five: rewrite for (b). The first fraction already has the common denominator. The second needs \( (x - 3) \): \( \dfrac{2(x - 3)}{(x - 3)(x + 3)} \).

Step six: subtract carefully and finish (b). Numerator: \( 5 - 2(x - 3) \). Bracketing first, then distributing: \( 5 - 2x + 6 = 11 - 2x \). The \( -3 \) inside became \( +6 \), which is the sign the warning is about. \( \dfrac{11 - 2x}{(x - 3)(x + 3)} \), with \( x \ne \pm 3 \).

Step seven: check both for (c). For (a) at \( x = 0 \): \( \dfrac{3}{2} + \dfrac{5}{-1} = 1.5 - 5 = -3.5 \). The answer gives \( \dfrac{7}{(2)(-1)} = -3.5 \). Agrees. For (b) at \( x = 0 \): \( \dfrac{5}{-9} - \dfrac{2}{3} \approx -0.5556 - 0.6667 = -1.2222 \). The answer gives \( \dfrac{11}{(-3)(3)} = -\dfrac{11}{9} \approx -1.2222 \). Agrees.

Step eight: answer (d). Take each distinct factor that appears in any denominator, and raise it to the highest power it reaches in any single denominator. Worked instance. For \( \dfrac{1}{x(x-1)^2} + \dfrac{1}{x^2(x-1)} \), the distinct factors are \( x \) and \( (x - 1) \). \( x \) appears to the first power in the first denominator and the second power in the second, so take \( x^2 \). \( (x - 1) \) appears squared in the first and to the first power in the second, so take \( (x - 1)^2 \). Least common denominator: \( x^2(x - 1)^2 \). Why "least" matters. The product of the two denominators, \( x^3(x - 1)^3 \), is also a common denominator and would work, but it produces larger numerators and a final answer that then has to be reduced. Using the least one avoids that extra work. The parallel with integers. Adding \( \dfrac{1}{12} + \dfrac{1}{18} \) uses 36, built by taking \( 2^2 \) from 12 and \( 3^2 \) from 18, not 216. The procedure is identical, with polynomial factors in place of primes.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( \dfrac{2}{x} + \dfrac{3}{x} \).
    Show the full solution

    \( \frac{5}{x} \), with \( x \ne 0 \)

  2. Simplify \( \dfrac{7}{x} - \dfrac{4}{x} \).
    Show the full solution

    \( \frac{3}{x} \), with \( x \ne 0 \)

  3. Give the least common denominator of \( \dfrac{1}{x} \) and \( \dfrac{1}{x + 1} \).
    Show the full solution

    \( x(x+1) \)

  4. Give the least common denominator of \( \dfrac{1}{x^2} \) and \( \dfrac{1}{x^3} \).
    Show the full solution

    Highest power of the only factor. \( x^3 \)

  5. Simplify \( \dfrac{1}{2} + \dfrac{1}{x} \).
    Show the full solution

    Common denominator \( 2x \): \( \dfrac{x + 2}{2x} \). \( \frac{x+2}{2x} \), with \( x \ne 0 \)

  6. Simplify \( \dfrac{4}{x - 2} - \dfrac{3}{x + 1} \).
    Show the full solution

    Least common denominator \( (x-2)(x+1) \). Exclusions: \( x \ne 2, -1 \). \( \dfrac{4(x + 1) - 3(x - 2)}{(x-2)(x+1)} \). Numerator: \( 4x + 4 - 3x + 6 = x + 10 \). Note \( -3(x - 2) = -3x + 6 \), with both signs changing. \( \dfrac{x + 10}{(x-2)(x+1)} \). Check at \( x = 0 \): \( \dfrac{4}{-2} - \dfrac{3}{1} = -2 - 3 = -5 \), and \( \dfrac{10}{(-2)(1)} = -5 \). Agrees. \( \frac{x+10}{(x-2)(x+1)} \), with \( x \ne 2, -1 \)

  7. Simplify \( \dfrac{3}{x^2 - x} + \dfrac{2}{x} \).
    Show the full solution

    Factor: \( x^2 - x = x(x - 1) \). Least common denominator: \( x(x - 1) \). Exclusions: \( x \ne 0, 1 \). Second fraction needs \( (x - 1) \): \( \dfrac{3 + 2(x - 1)}{x(x - 1)} = \dfrac{3 + 2x - 2}{x(x-1)} = \dfrac{2x + 1}{x(x-1)} \). Check at \( x = 2 \): \( \dfrac{3}{2} + \dfrac{2}{2} = 1.5 + 1 = 2.5 \), and \( \dfrac{5}{2(1)} = 2.5 \). Agrees. \( \frac{2x+1}{x(x-1)} \), with \( x \ne 0, 1 \)

  8. Simplify \( \dfrac{x}{x^2 - 4} - \dfrac{1}{x - 2} \).
    Show the full solution

    Factor: \( x^2 - 4 = (x-2)(x+2) \), which already contains \( x - 2 \). Least common denominator: \( (x-2)(x+2) \). Exclusions: \( x \ne \pm 2 \). \( \dfrac{x - (x + 2)}{(x-2)(x+2)} \). Numerator: \( x - x - 2 = -2 \). Both terms of \( (x + 2) \) received the minus. \( \dfrac{-2}{(x-2)(x+2)} \), or \( \dfrac{-2}{x^2 - 4} \). Check at \( x = 0 \): \( \dfrac{0}{-4} - \dfrac{1}{-2} = 0 + 0.5 = 0.5 \), and \( \dfrac{-2}{-4} = 0.5 \). Agrees. Check at \( x = 3 \): \( \dfrac{3}{5} - \dfrac{1}{1} = -0.4 \), and \( \dfrac{-2}{5} = -0.4 \). Agrees. \( \frac{-2}{(x-2)(x+2)} \), with \( x \ne \pm 2 \)

  9. Explain why the least common denominator is built from factorizations rather than by multiplying the denominators.
    Show the full solution

    Multiplying the denominators always produces a common denominator, since each original divides the product. It is just rarely the smallest one, and using an unnecessarily large denominator makes every subsequent step harder. A concrete comparison. For \( \dfrac{5}{x^2 - 9} - \dfrac{2}{x + 3} \), multiplying gives \( (x^2 - 9)(x + 3) = (x - 3)(x + 3)^2 \), a cubic. The numerators would then be larger, and the final answer would contain a common factor of \( (x + 3) \) that has to be canceled at the end. Building from factorizations gives \( (x - 3)(x + 3) \) directly, and the answer comes out already in lowest terms. Why factoring is unavoidable anyway. Even with the larger denominator, the factorizations are needed at the end to cancel. Doing them first saves the work rather than adding to it. The case where it matters most. When the denominators share a repeated factor, such as \( (x-1)^2 \) and \( (x-1)^3 \), multiplying gives \( (x-1)^5 \) where \( (x-1)^3 \) suffices. The difference grows with the exponents, and with three or more fractions it becomes substantial. Multiplying gives a valid but unnecessarily large denominator, forcing bigger numerators and a cancellation at the end

  10. Simplify \( \dfrac{2}{x^2 - x - 6} + \dfrac{3}{x^2 - 9} - \dfrac{1}{x^2 + 5x + 6} \).
    Show the full solution

    Factor all three denominators. \( x^2 - x - 6 = (x - 3)(x + 2) \). \( x^2 - 9 = (x - 3)(x + 3) \). \( x^2 + 5x + 6 = (x + 2)(x + 3) \). Build the least common denominator. The distinct factors are \( (x - 3) \), \( (x + 2) \) and \( (x + 3) \), each appearing to the first power only: \( (x - 3)(x + 2)(x + 3) \). Exclusions. \( x \ne 3 \), \( x \ne -2 \), \( x \ne -3 \). Rewrite each fraction with the missing factor. First needs \( (x + 3) \): \( \dfrac{2(x + 3)}{(x-3)(x+2)(x+3)} \). Second needs \( (x + 2) \): \( \dfrac{3(x + 2)}{(x-3)(x+2)(x+3)} \). Third needs \( (x - 3) \): \( \dfrac{1(x - 3)}{(x-3)(x+2)(x+3)} \). Combine the numerators, bracketing the subtracted one. \( 2(x + 3) + 3(x + 2) - (x - 3) \) \( = 2x + 6 + 3x + 6 - x + 3 \) \( = 4x + 15 \). The \( -(x - 3) \) contributed \( -x + 3 \), with both signs flipped. The answer. \( \dfrac{4x + 15}{(x - 3)(x + 2)(x + 3)} \), with \( x \ne 3, -2, -3 \). Check whether anything cancels. The numerator is zero at \( x = -\dfrac{15}{4} \), which is none of the denominator's roots, so nothing cancels and the answer is in lowest terms. Check at \( x = 0 \). Original: \( \dfrac{2}{-6} + \dfrac{3}{-9} - \dfrac{1}{6} = -\dfrac{1}{3} - \dfrac{1}{3} - \dfrac{1}{6} = -\dfrac{5}{6} \). Answer: \( \dfrac{15}{(-3)(2)(3)} = \dfrac{15}{-18} = -\dfrac{5}{6} \). Agrees. Check at \( x = 1 \). Original: \( \dfrac{2}{-6} + \dfrac{3}{-8} - \dfrac{1}{12} = -\dfrac{1}{3} - \dfrac{3}{8} - \dfrac{1}{12} \). Over 24: \( -\dfrac{8}{24} - \dfrac{9}{24} - \dfrac{2}{24} = -\dfrac{19}{24} \). Answer: \( \dfrac{19}{(-2)(3)(4)} = \dfrac{19}{-24} = -\dfrac{19}{24} \). Agrees. What made this manageable. All three denominators were built from the same three factors, so the least common denominator had only three factors rather than six. Multiplying the denominators together would have produced a degree-6 expression with every factor duplicated, and the final answer would have needed a substantial cancellation. Factoring first is what kept the work small. \( \frac{4x+15}{(x-3)(x+2)(x+3)} \), with \( x \ne 3, -2, -3 \)

Lesson 4.4 · Unit 4 · A-APR.7

Fractions inside fractions, cleared in one move

A complex fraction has a fraction in its numerator, its denominator, or both. There are two ways to simplify one, and knowing which is faster in a given case saves a great deal of writing.

The method
  1. Method one: combine the top into a single fraction and the bottom into a single fraction, then divide by inverting.
  2. Method two: multiply the whole thing, top and bottom, by the least common denominator of every small fraction appearing.
  3. Method two is usually faster and produces fewer intermediate fractions.
  4. Method one is clearer when the top and bottom are already single fractions.
  5. Multiplying top and bottom by the same thing changes nothing, since it is multiplication by 1.
  6. Collect the exclusions from every denominator that appears, including the small internal ones.
  7. The main fraction bar also creates an exclusion: the whole denominator cannot be zero.
  8. Simplify the result by factoring and canceling as usual.

Where students lose marks: missing the exclusion from the main denominator. In \( \dfrac{1/x}{1 - 1/x} \), the small fractions give \( x \ne 0 \), but the main denominator \( 1 - \dfrac{1}{x} \) is zero when \( x = 1 \), which must also be excluded.

Worked example

The problem. (a) Simplify \( \dfrac{\dfrac{1}{x} + \dfrac{1}{y}}{\dfrac{1}{x} - \dfrac{1}{y}} \) by both methods. (b) Simplify \( \dfrac{1 - \dfrac{4}{x^2}}{1 + \dfrac{2}{x}} \). (c) Check both numerically. (d) Explain why multiplying top and bottom by the least common denominator is legitimate.

Step one: apply method one to (a). Combine the numerator: \( \dfrac{1}{x} + \dfrac{1}{y} = \dfrac{y + x}{xy} \). Combine the denominator: \( \dfrac{1}{x} - \dfrac{1}{y} = \dfrac{y - x}{xy} \).

Step two: divide and finish method one. \( \dfrac{\frac{y + x}{xy}}{\frac{y - x}{xy}} = \dfrac{y + x}{xy} \cdot \dfrac{xy}{y - x} = \dfrac{y + x}{y - x} \). The \( xy \) canceled, which is what always happens when both parts share a denominator.

Step three: apply method two to (a). The small denominators are \( x \) and \( y \), so their least common denominator is \( xy \). Multiply top and bottom by it: Numerator: \( xy\left( \dfrac{1}{x} + \dfrac{1}{y} \right) = y + x \). Denominator: \( xy\left( \dfrac{1}{x} - \dfrac{1}{y} \right) = y - x \). Result: \( \dfrac{y + x}{y - x} \), the same answer in one step rather than three.

Step four: state the exclusions for (a). \( x \ne 0 \) and \( y \ne 0 \) from the small fractions. \( y \ne x \), because the main denominator \( \dfrac{1}{x} - \dfrac{1}{y} \) is zero exactly when \( x = y \). Three conditions, and the third is the one method two makes visible only at the end.

Step five: set up (b) with method two. The small denominators are \( x^2 \) and \( x \), so the least common denominator is \( x^2 \). Numerator: \( x^2\left( 1 - \dfrac{4}{x^2} \right) = x^2 - 4 \). Denominator: \( x^2\left( 1 + \dfrac{2}{x} \right) = x^2 + 2x \).

Step six: factor and finish (b). \( \dfrac{x^2 - 4}{x^2 + 2x} = \dfrac{(x - 2)(x + 2)}{x(x + 2)} = \dfrac{x - 2}{x} \). Exclusions: \( x \ne 0 \) from the small fractions, and \( x \ne -2 \) because the main denominator \( 1 + \dfrac{2}{x} \) is zero when \( x = -2 \). Both exclusions are needed, and the second is invisible in the final form.

Step seven: check for (c). For (a) with \( x = 2 \) and \( y = 3 \): \( \dfrac{0.5 + 0.3333}{0.5 - 0.3333} = \dfrac{0.8333}{0.16667} = 5 \). The answer gives \( \dfrac{3 + 2}{3 - 2} = 5 \). Agrees. For (b) at \( x = 4 \): \( \dfrac{1 - \frac{4}{16}}{1 + \frac{2}{4}} = \dfrac{0.75}{1.5} = 0.5 \). The answer gives \( \dfrac{4 - 2}{4} = 0.5 \). Agrees.

Step eight: answer (d). Multiplying the numerator and the denominator of a fraction by the same nonzero quantity produces an equal fraction, because \( \dfrac{A}{B} = \dfrac{A}{B} \cdot \dfrac{k}{k} = \dfrac{Ak}{Bk} \) whenever \( k \ne 0 \). That is multiplication by 1. Why it clears the small fractions. The multiplier is chosen to be the least common denominator of every internal fraction, so multiplying through cancels each internal denominator exactly. The result has no fractions inside it. The one condition. The multiplier must be nonzero, which is why the values making it zero are excluded. In part (b) the multiplier was \( x^2 \), requiring \( x \ne 0 \), which was already excluded anyway. The parallel with equations. Lesson 4.5 uses the same move on rational equations, multiplying both sides by the least common denominator. The difference is that there it can introduce extraneous solutions, because an equation can be satisfied by a value that makes the multiplier zero. Here nothing is being solved, so no such risk exists; the expression is merely being rewritten.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( \dfrac{\frac{1}{2}}{\frac{3}{4}} \).
    Show the full solution

    \( \dfrac{1}{2} \cdot \dfrac{4}{3} \). \( \frac{2}{3} \)

  2. Simplify \( \dfrac{\frac{x}{3}}{\frac{x}{6}} \).
    Show the full solution

    \( \dfrac{x}{3} \cdot \dfrac{6}{x} \). 2, with \( x \ne 0 \)

  3. What is the fastest multiplier for \( \dfrac{\frac{1}{x}}{\frac{1}{x^2}} \)?
    Show the full solution

    \( x^2 \)

  4. Simplify that expression.
    Show the full solution

    Top becomes \( x \), bottom becomes 1. \( x \), with \( x \ne 0 \)

  5. Why is multiplying top and bottom by the same thing allowed?
    Show the full solution

    It is multiplication by 1

  6. Simplify \( \dfrac{1 + \frac{1}{x}}{1 - \frac{1}{x}} \).
    Show the full solution

    Multiply top and bottom by \( x \): Numerator: \( x + 1 \). Denominator: \( x - 1 \). \( \dfrac{x + 1}{x - 1} \). Exclusions: \( x \ne 0 \) from the small fractions, and \( x \ne 1 \) because the main denominator \( 1 - \dfrac{1}{x} \) is zero there. Check at \( x = 3 \): \( \dfrac{1 + \frac{1}{3}}{1 - \frac{1}{3}} = \dfrac{4/3}{2/3} = 2 \), and \( \dfrac{4}{2} = 2 \). Agrees. \( \frac{x+1}{x-1} \), with \( x \ne 0, 1 \)

  7. Simplify \( \dfrac{\frac{2}{x} - \frac{2}{3}}{x - 3} \).
    Show the full solution

    Multiply top and bottom by \( 3x \), the least common denominator of the small fractions: Numerator: \( 3x\left( \dfrac{2}{x} - \dfrac{2}{3} \right) = 6 - 2x \). Denominator: \( 3x(x - 3) \). \( \dfrac{6 - 2x}{3x(x - 3)} = \dfrac{-2(x - 3)}{3x(x - 3)} = \dfrac{-2}{3x} \). Factoring out \( -2 \) revealed the matching factor. Exclusions: \( x \ne 0 \) and \( x \ne 3 \). Check at \( x = 1 \): \( \dfrac{2 - \frac{2}{3}}{-2} = \dfrac{4/3}{-2} = -\dfrac{2}{3} \), and \( \dfrac{-2}{3} = -\dfrac{2}{3} \). Agrees. \( \frac{-2}{3x} \), with \( x \ne 0, 3 \)

  8. Simplify \( \dfrac{\frac{1}{x + 2} + \frac{1}{x}}{\frac{1}{x}} \).
    Show the full solution

    Multiply top and bottom by \( x(x + 2) \): Numerator: \( x(x+2)\left( \dfrac{1}{x+2} + \dfrac{1}{x} \right) = x + (x + 2) = 2x + 2 \). Denominator: \( x(x+2) \cdot \dfrac{1}{x} = x + 2 \). \( \dfrac{2x + 2}{x + 2} = \dfrac{2(x + 1)}{x + 2} \). Exclusions: \( x \ne 0 \) and \( x \ne -2 \). The main denominator \( \dfrac{1}{x} \) is never zero, so it adds nothing further. Check at \( x = 2 \): \( \dfrac{\frac{1}{4} + \frac{1}{2}}{\frac{1}{2}} = \dfrac{0.75}{0.5} = 1.5 \), and \( \dfrac{2(3)}{4} = 1.5 \). Agrees. \( \frac{2(x+1)}{x+2} \), with \( x \ne 0, -2 \)

  9. Explain when method one is preferable to method two.
    Show the full solution

    Method two, multiplying through by the least common denominator, is faster whenever the top or the bottom is a sum of several fractions, because it clears them all at once instead of combining them first. Method one, combining and then inverting, is preferable when the numerator and denominator are each already a single fraction. Then there is nothing to combine, and the problem is just a division. A case for method one. \( \dfrac{\frac{x^2 - 1}{x + 3}}{\frac{x - 1}{x^2 - 9}} \) is immediately \( \dfrac{x^2 - 1}{x + 3} \cdot \dfrac{x^2 - 9}{x - 1} \), which factors and cancels to \( (x + 1)(x - 3) \). Multiplying through by a common denominator here would be needless work. A case for method two. \( \dfrac{\frac{1}{x} + \frac{1}{y} + \frac{1}{z}}{\frac{1}{xy}} \) has three fractions on top. Combining them takes three steps; multiplying through by \( xyz \) takes one. The practical rule. Count the fractions. One over one means method one. Several on either side means method two. Method one is better when the top and bottom are each already a single fraction; method two when either is a sum of several

  10. Simplify \( \dfrac{\frac{1}{x^2} - \frac{1}{9}}{\frac{1}{x} + \frac{1}{3}} \), state all exclusions, and verify at two values.
    Show the full solution

    Choose the multiplier. The small denominators are \( x^2 \), 9, \( x \) and 3. The least common denominator is \( 9x^2 \). Multiply the numerator. \( 9x^2\left( \dfrac{1}{x^2} - \dfrac{1}{9} \right) = 9 - x^2 \). Multiply the denominator. \( 9x^2\left( \dfrac{1}{x} + \dfrac{1}{3} \right) = 9x + 3x^2 \). Factor both. Numerator: \( 9 - x^2 = (3 - x)(3 + x) \). Denominator: \( 9x + 3x^2 = 3x(3 + x) \). Cancel. \( \dfrac{(3 - x)(3 + x)}{3x(3 + x)} = \dfrac{3 - x}{3x} \). Collect every exclusion. From the small fractions: \( x \ne 0 \). From the main denominator: \( \dfrac{1}{x} + \dfrac{1}{3} = 0 \) gives \( \dfrac{1}{x} = -\dfrac{1}{3} \), so \( x = -3 \). Excluded. Together: \( x \ne 0 \) and \( x \ne -3 \). Note that \( x = 3 \) is not excluded: the numerator vanishes there, giving an answer of 0, which is perfectly legal. Verify at \( x = 1 \). Original: \( \dfrac{1 - \frac{1}{9}}{1 + \frac{1}{3}} = \dfrac{8/9}{4/3} = \dfrac{8}{9} \times \dfrac{3}{4} = \dfrac{2}{3} \). Answer: \( \dfrac{3 - 1}{3} = \dfrac{2}{3} \). Agrees. Verify at \( x = 6 \). Original: \( \dfrac{\frac{1}{36} - \frac{1}{9}}{\frac{1}{6} + \frac{1}{3}} \). Numerator: \( \dfrac{1}{36} - \dfrac{4}{36} = -\dfrac{3}{36} = -\dfrac{1}{12} \). Denominator: \( \dfrac{1}{6} + \dfrac{2}{6} = \dfrac{1}{2} \). Quotient: \( -\dfrac{1}{12} \times 2 = -\dfrac{1}{6} \). Answer: \( \dfrac{3 - 6}{18} = \dfrac{-3}{18} = -\dfrac{1}{6} \). Agrees. Why this one rewards recognizing the structure. The numerator is a difference of squares in \( \dfrac{1}{x} \) and \( \dfrac{1}{3} \), and the denominator is their sum. So the whole expression is \( \dfrac{a^2 - b^2}{a + b} = a - b \) with \( a = \dfrac{1}{x} \) and \( b = \dfrac{1}{3} \), giving \( \dfrac{1}{x} - \dfrac{1}{3} = \dfrac{3 - x}{3x} \) directly. Same answer, no common denominator needed. Spotting the algebraic identity inside a complex fraction is worth a moment's look before starting the mechanical route. \( \frac{3-x}{3x} \), with \( x \ne 0 \) and \( x \ne -3 \)

Lesson 4.5 · Unit 4 · A-REI.2

Clearing denominators, and why the answers must be checked

Multiplying both sides of an equation by a variable expression can create solutions the original never had. This is the second of the four errors the course names, and the fix is not a ritual but an understanding of what the step actually does.

The method
  1. Factor every denominator and note the excluded values immediately.
  2. Multiply every term on both sides by the least common denominator.
  3. Every term, including any term that had no fraction in it.
  4. Solve the resulting polynomial equation by the methods of units 2 and 3.
  5. Check each solution against the excluded values. Any solution equal to an excluded value is extraneous and must be discarded.
  6. Substitute the survivors into the original to confirm.
  7. The answer may be no solution, if every candidate is extraneous.
  8. State the solution set, not just the numbers found.

Where students lose marks: reporting an extraneous root as a solution. The equation \( \dfrac{x}{x - 2} = \dfrac{2}{x - 2} + 3 \) leads to \( x = 2 \), which is excluded, so the equation has no solution at all. Skipping the check turns "no solution" into a confident wrong answer.

Worked example

The problem. (a) Solve \( \dfrac{1}{x} + \dfrac{1}{x + 3} = \dfrac{1}{2} \). (b) Solve \( \dfrac{x}{x - 2} = \dfrac{2}{x - 2} + 3 \). (c) Explain the mechanism that creates extraneous roots. (d) Explain why checking against the excluded values is enough.

Step one: set up (a). Denominators \( x \), \( x + 3 \) and 2, so the least common denominator is \( 2x(x + 3) \). Exclusions: \( x \ne 0 \) and \( x \ne -3 \).

Step two: clear the denominators. Multiply every term by \( 2x(x + 3) \): \( 2(x + 3) + 2x = x(x + 3) \). Each term lost exactly its own denominator, which is what the least common denominator is chosen to do.

Step three: solve the polynomial equation. \( 2x + 6 + 2x = x^2 + 3x \), so \( 4x + 6 = x^2 + 3x \). Bring everything to one side: \( 0 = x^2 - x - 6 = (x - 3)(x + 2) \). Candidates: \( x = 3 \) and \( x = -2 \).

Step four: check (a). Neither is an excluded value, so both survive that test. Substituting into the original: At \( x = 3 \): \( \dfrac{1}{3} + \dfrac{1}{6} = \dfrac{2}{6} + \dfrac{1}{6} = \dfrac{1}{2} \). Correct. At \( x = -2 \): \( \dfrac{1}{-2} + \dfrac{1}{1} = -\dfrac{1}{2} + 1 = \dfrac{1}{2} \). Correct. Both are genuine solutions.

Step five: set up (b). The only denominator is \( x - 2 \), so the least common denominator is \( x - 2 \). Exclusion: \( x \ne 2 \). Note this before solving, not after.

Step six: solve (b). Multiply every term by \( x - 2 \), including the 3: \( x = 2 + 3(x - 2) \). \( x = 2 + 3x - 6 = 3x - 4 \). \( -2x = -4 \), so \( x = 2 \).

Step seven: apply the check to (b). The only candidate is \( x = 2 \), which is excluded. Substituting confirms it: \( \dfrac{2}{0} \) is undefined, so 2 cannot be a solution. Every candidate is extraneous, so the equation has no solution. Reporting \( x = 2 \) here would be reporting a value at which the equation is not even defined.

Step eight: answer (c) and (d). The mechanism. Multiplying both sides by \( x - 2 \) is a valid step only when \( x - 2 \ne 0 \). At \( x = 2 \) it multiplies both sides by zero, which turns any equation whatsoever into \( 0 = 0 \). So the new equation is satisfied by \( x = 2 \) regardless of whether the original was. In logical terms, the original implies the cleared equation but not conversely. The cleared equation's solution set can therefore be larger, never smaller, and the extra members are exactly the values that zeroed the multiplier. Why the excluded-value check suffices. The only way the step can fail is by multiplying by zero, and the multiplier is the least common denominator, which is zero exactly at the excluded values. So an extraneous root must be an excluded value. Comparing the candidates against that list catches every one. Why substitution is still worth doing. The excluded-value check catches extraneous roots; it does not catch arithmetic errors made while solving. Substituting into the original catches both, which is why the method lists them as separate steps.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Check every answer.

  1. Solve \( \dfrac{x}{3} = 4 \).
    Show the full solution

    \( x = 12 \)

  2. Solve \( \dfrac{6}{x} = 2 \).
    Show the full solution

    \( 6 = 2x \). \( x = 3 \)

  3. What value must be excluded when solving \( \dfrac{1}{x - 5} = 2 \)?
    Show the full solution

    \( x = 5 \)

  4. Solve that equation.
    Show the full solution

    \( 1 = 2(x - 5) \), so \( 1 = 2x - 10 \) and \( x = 5.5 \). Not excluded. Check: \( \dfrac{1}{0.5} = 2 \). Correct. \( x = 5.5 \)

  5. Why might a solution have to be discarded?
    Show the full solution

    It may make a denominator zero

  6. Solve \( \dfrac{3}{x + 1} + 1 = \dfrac{5}{x + 1} \).
    Show the full solution

    Least common denominator \( x + 1 \), excluding \( x \ne -1 \). Multiply every term: \( 3 + (x + 1) = 5 \). \( x + 4 = 5 \), so \( x = 1 \). Not excluded. Check: \( \dfrac{3}{2} + 1 = 2.5 \), and \( \dfrac{5}{2} = 2.5 \). Correct. \( x = 1 \)

  7. Solve \( \dfrac{2x}{x - 3} = \dfrac{6}{x - 3} + 4 \).
    Show the full solution

    Least common denominator \( x - 3 \), excluding \( x \ne 3 \). Multiply every term, including the 4: \( 2x = 6 + 4(x - 3) \). \( 2x = 6 + 4x - 12 = 4x - 6 \). \( -2x = -6 \), so \( x = 3 \). That is the excluded value, so it is extraneous. Substituting confirms: \( \dfrac{6}{0} \) is undefined. No solution

  8. Solve \( \dfrac{1}{x - 1} + \dfrac{2}{x + 1} = \dfrac{4}{x^2 - 1} \).
    Show the full solution

    Factor: \( x^2 - 1 = (x - 1)(x + 1) \), which is the least common denominator. Exclusions: \( x \ne 1 \) and \( x \ne -1 \). Multiply every term: \( (x + 1) + 2(x - 1) = 4 \). \( x + 1 + 2x - 2 = 4 \), so \( 3x - 1 = 4 \) and \( x = \dfrac{5}{3} \). Not excluded. Check: \( \dfrac{1}{2/3} + \dfrac{2}{8/3} = \dfrac{3}{2} + \dfrac{6}{8} = 1.5 + 0.75 = 2.25 \). Right side: \( x^2 - 1 = \dfrac{25}{9} - 1 = \dfrac{16}{9} \), so \( \dfrac{4}{16/9} = \dfrac{36}{16} = 2.25 \). Correct. \( x = \frac{5}{3} \)

  9. Explain why squaring and clearing denominators can add solutions but never lose them.
    Show the full solution

    Both operations transform an equation into a consequence of it. If \( A = B \) then \( A^2 = B^2 \), and if \( A = B \) then \( kA = kB \) for any \( k \). So anything satisfying the original also satisfies the transformed equation. That is exactly the statement that no solution is lost: every original solution survives into the new solution set. Why the reverse can fail. The implications do not run backward. \( A^2 = B^2 \) allows \( A = -B \) as well as \( A = B \), so squaring admits sign flips. And \( kA = kB \) is automatic when \( k = 0 \), whatever \( A \) and \( B \) are, so multiplying by a variable quantity admits the values that zero it. The consequence for practice. The transformed equation's solution set contains the original's and may be strictly larger. So the candidates found are a superset of the true solutions, and checking is a filtering step rather than a verification of arithmetic. Why this is reassuring. Since nothing is lost, there is no risk of missing a solution by clearing denominators. The only risk is including too many, and that is entirely fixable by checking. An operation that could lose solutions, such as dividing both sides by a variable expression, is genuinely dangerous and should be avoided: dividing \( x^2 = x \) by \( x \) loses the solution \( x = 0 \). Both operations preserve every original solution but are not reversible, so the new solution set can be larger

  10. Solve \( \dfrac{x}{x - 2} - \dfrac{2}{x + 2} = \dfrac{8}{x^2 - 4} \) completely, checking every candidate.
    Show the full solution

    Factor and find the least common denominator. \( x^2 - 4 = (x - 2)(x + 2) \), which contains both other denominators. Least common denominator: \( (x - 2)(x + 2) \). Exclusions. \( x \ne 2 \) and \( x \ne -2 \). Multiply every term. First term: \( \dfrac{x}{x-2} \cdot (x-2)(x+2) = x(x + 2) \). Second term: \( \dfrac{2}{x+2} \cdot (x-2)(x+2) = 2(x - 2) \). Right side: \( \dfrac{8}{(x-2)(x+2)} \cdot (x-2)(x+2) = 8 \). Equation: \( x(x + 2) - 2(x - 2) = 8 \). Expand and solve. \( x^2 + 2x - 2x + 4 = 8 \). \( x^2 + 4 = 8 \), so \( x^2 = 4 \) and \( x = \pm 2 \). Apply the exclusion check. \( x = 2 \) is excluded. Extraneous. \( x = -2 \) is excluded. Extraneous. Both candidates fail, so the equation has no solution. Confirm by substitution. At \( x = 2 \) the first term is \( \dfrac{2}{0} \), undefined. At \( x = -2 \) the second term is \( \dfrac{2}{0} \), undefined. Neither value is even in the domain of the equation. Why this happened. Clearing the denominators produced \( x^2 + 4 = 8 \), whose solutions are precisely the two values that were forbidden. The multiplication by zero at those points turned the undefined original into a true statement, manufacturing both roots. A sanity check that the answer is right. Rewrite the original with a common denominator without clearing: \( \dfrac{x(x+2) - 2(x-2)}{(x-2)(x+2)} = \dfrac{x^2 + 4}{x^2 - 4} \). Setting that equal to \( \dfrac{8}{x^2 - 4} \) requires \( x^2 + 4 = 8 \) and \( x^2 - 4 \ne 0 \). The first gives \( x^2 = 4 \) and the second forbids it. The two conditions are incompatible, so no solution exists. This route reaches the same conclusion without ever producing a false candidate. No solution; both candidates are extraneous

Lesson 4.6 · Unit 4 · F-IF.7d

What happens at an excluded value, and what happens far away

A rational function's graph is governed by two things: what it does near the values where the denominator vanishes, and what it does as \( x \) runs to infinity. A canceled factor and an uncanceled one behave completely differently, which is why lesson 4.1 insisted on keeping both.

The method
  1. Factor the numerator and denominator and note every excluded value.
  2. A factor that cancels gives a hole at that \( x \)-value.
  3. A factor left in the denominator gives a vertical asymptote at that \( x \)-value.
  4. Find a hole's height by substituting into the simplified expression.
  5. If the numerator's degree is less than the denominator's, the horizontal asymptote is \( y = 0 \).
  6. If the degrees are equal, it is the ratio of the leading coefficients.
  7. If the numerator's degree is exactly one more, there is a slant asymptote, found by division.
  8. \( x \)-intercepts come from the simplified numerator; the \( y \)-intercept from evaluating at zero.

Where students lose marks: marking a vertical asymptote at every excluded value. An excluded value whose factor cancels gives a hole, not an asymptote, and the graph passes smoothly through the gap. Deciding which is which requires the factored form before canceling.

Worked example

The problem. (a) Analyze \( f(x) = \dfrac{x^2 - 4}{x^2 - x - 6} \) completely. (b) Find the horizontal asymptote of \( \dfrac{3x + 1}{x^2 + 5} \) and of \( \dfrac{2x^2 - 1}{5x^2 + x} \). (c) Find the slant asymptote of \( \dfrac{x^2 + 1}{x - 1} \). (d) Explain why a canceled factor gives a hole.

Step one: factor (a). Numerator: \( x^2 - 4 = (x - 2)(x + 2) \). Denominator: \( x^2 - x - 6 = (x - 3)(x + 2) \). Excluded values: \( x = 3 \) and \( x = -2 \).

Step two: classify each excluded value. \( (x + 2) \) appears in both and cancels, so \( x = -2 \) gives a hole. \( (x - 3) \) remains in the denominator, so \( x = 3 \) gives a vertical asymptote. Simplified: \( f(x) = \dfrac{x - 2}{x - 3} \), with \( x \ne -2 \).

Step three: locate the hole. Substitute \( x = -2 \) into the simplified form: \( \dfrac{-2 - 2}{-2 - 3} = \dfrac{-4}{-5} = \dfrac{4}{5} \). The hole is at \( \left( -2,\, \dfrac{4}{5} \right) \): the graph approaches that point from both sides but the point itself is missing.

Step four: find the remaining features of (a). Horizontal asymptote: the degrees of numerator and denominator are both 2 in the original, so it is the ratio of leading coefficients, \( \dfrac{1}{1} = 1 \). So \( y = 1 \). Check: at \( x = 100 \), \( \dfrac{98}{97} \approx 1.010 \). Close to 1. Correct. \( x \)-intercept: the simplified numerator is zero at \( x = 2 \), giving \( (2, 0) \). \( y \)-intercept: \( f(0) = \dfrac{-2}{-3} = \dfrac{2}{3} \).

Step five: answer (b). For \( \dfrac{3x + 1}{x^2 + 5} \), the numerator has degree 1 and the denominator degree 2. The denominator grows faster, so the quotient shrinks toward zero: \( y = 0 \). Check at \( x = 1000 \): \( \dfrac{3001}{1{,}000{,}005} \approx 0.003 \). Near zero. For \( \dfrac{2x^2 - 1}{5x^2 + x} \), the degrees are equal, so the asymptote is \( y = \dfrac{2}{5} \). Check at \( x = 1000 \): \( \dfrac{1{,}999{,}999}{5{,}001{,}000} \approx 0.3999 \). Near 0.4. Correct.

Step six: find the slant asymptote in (c). The numerator's degree is exactly one more than the denominator's, so divide. Synthetic division of \( x^2 + 0x + 1 \) by \( x - 1 \), with \( c = 1 \): bring down 1; \( 0 + 1 = 1 \); \( 1 + 1 = 2 \). Quotient \( x + 1 \), remainder 2. So \( f(x) = x + 1 + \dfrac{2}{x - 1} \).

Step seven: read the asymptote and check. As \( \left| x \right| \) grows, \( \dfrac{2}{x - 1} \) approaches zero, so the function approaches the line \( y = x + 1 \). That is the slant asymptote. Check at \( x = 101 \): \( \dfrac{10202}{100} = 102.02 \), and the line gives \( 101 + 1 = 102 \). Within 0.02, as the remainder term predicts. There is also a vertical asymptote at \( x = 1 \), since that factor does not cancel.

Step eight: answer (d). Suppose the factor \( (x - c) \) appears in both the numerator and the denominator. For every \( x \ne c \), that factor is nonzero and cancels legitimately, so the function agrees exactly with the simplified expression there. At \( x = c \) itself the original is \( \dfrac{0}{0} \), undefined, so nothing is plotted. The result. The graph is the simplified function's graph with a single point removed: a hole. Approaching \( c \) from either side, the values approach the simplified function's value at \( c \), because the simplified function is continuous there. Contrast with an uncanceled factor. If \( (x - c) \) is in the denominator only, then near \( c \) the denominator approaches zero while the numerator does not, so the quotient grows without bound. That is a vertical asymptote, and the graph shoots off rather than approaching a finite height. Why the distinction is visible in the algebra. A hole is a \( \frac{0}{0} \) situation and an asymptote is a \( \frac{\text{nonzero}}{0} \) one. Checking the numerator at the excluded value distinguishes them in one substitution.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the vertical asymptote of \( \dfrac{1}{x - 4} \).
    Show the full solution

    \( x = 4 \)

  2. Find the horizontal asymptote of \( \dfrac{5}{x + 2} \).
    Show the full solution

    Numerator degree 0, denominator degree 1. \( y = 0 \)

  3. Find the horizontal asymptote of \( \dfrac{4x}{x - 7} \).
    Show the full solution

    Equal degrees, ratio of leading coefficients. \( y = 4 \)

  4. Does \( \dfrac{x - 1}{x - 1} \) have an asymptote or a hole at \( x = 1 \)?
    Show the full solution

    The factor cancels. A hole

  5. Find the \( y \)-intercept of \( \dfrac{x + 6}{x - 3} \).
    Show the full solution

    \( \dfrac{6}{-3} \). \( -2 \)

  6. Analyze \( f(x) = \dfrac{x - 5}{x^2 - 25} \): holes, asymptotes and intercepts.
    Show the full solution

    Factor: \( \dfrac{x - 5}{(x - 5)(x + 5)} \). Excluded: \( x = 5 \) and \( x = -5 \). \( (x - 5) \) cancels, so \( x = 5 \) is a hole. Simplified: \( \dfrac{1}{x + 5} \). Hole height: \( \dfrac{1}{5 + 5} = \dfrac{1}{10} \), so the hole is at \( \left( 5, \dfrac{1}{10} \right) \). \( (x + 5) \) remains, so \( x = -5 \) is a vertical asymptote. Horizontal asymptote: numerator degree 1, denominator degree 2, so \( y = 0 \). \( x \)-intercept: the simplified numerator is the constant 1, never zero, so there is none. \( y \)-intercept: \( \dfrac{-5}{-25} = \dfrac{1}{5} \). Hole at \( \left( 5, \frac{1}{10} \right) \), vertical asymptote \( x = -5 \), horizontal asymptote \( y = 0 \)

  7. Find all asymptotes of \( f(x) = \dfrac{2x^2 + 3}{x^2 - 1} \).
    Show the full solution

    Denominator: \( (x - 1)(x + 1) \), zero at \( x = \pm 1 \). The numerator \( 2x^2 + 3 \) is never zero, so neither factor cancels and both give vertical asymptotes: \( x = 1 \) and \( x = -1 \). Horizontal: degrees equal, so \( y = \dfrac{2}{1} = 2 \). Check at \( x = 100 \): \( \dfrac{20003}{9999} \approx 2.0005 \). Near 2. Correct. Vertical \( x = \pm 1 \), horizontal \( y = 2 \)

  8. Find the slant asymptote of \( f(x) = \dfrac{x^2 - 3x + 2}{x + 1} \).
    Show the full solution

    Numerator degree 2, denominator degree 1, so the difference is 1 and a slant asymptote exists. Synthetic division with \( c = -1 \) on \( 1, -3, 2 \): bring down 1; \( -3 - 1 = -4 \); \( 2 + 4 = 6 \). Quotient \( x - 4 \), remainder 6. \( f(x) = x - 4 + \dfrac{6}{x + 1} \). Slant asymptote: \( y = x - 4 \). Check at \( x = 99 \): \( \dfrac{9801 - 297 + 2}{100} = \dfrac{9506}{100} = 95.06 \), and the line gives \( 99 - 4 = 95 \). Within 0.06. Correct. Also a vertical asymptote at \( x = -1 \), since the numerator \( (x-1)(x-2) \) is not zero there. \( y = x - 4 \)

  9. Explain why the horizontal asymptote is the ratio of leading coefficients when the degrees match.
    Show the full solution

    Divide the numerator and denominator by the highest power of \( x \) appearing. For \( \dfrac{ax^n + \cdots}{bx^n + \cdots} \), dividing top and bottom by \( x^n \) gives \[ \frac{a + \frac{\cdots}{x} + \cdots}{b + \frac{\cdots}{x} + \cdots} \] Every term except \( a \) and \( b \) now has a positive power of \( x \) in its denominator, so every one approaches zero as \( \left| x \right| \) grows. The quotient approaches \( \dfrac{a}{b} \). The same argument covers the other cases. If the numerator's degree is smaller, dividing by the denominator's leading power leaves the numerator with only vanishing terms, so the limit is \( \dfrac{0}{b} = 0 \). If the numerator's degree is larger, the numerator grows without bound relative to the denominator and no horizontal asymptote exists. Why this is the same idea as end behavior. Lesson 3.1 argued that a polynomial behaves like its leading term far from the origin. A rational function is a ratio of two polynomials, so far from the origin it behaves like the ratio of their leading terms, \( \dfrac{ax^n}{bx^m} \). When \( n = m \) that is the constant \( \dfrac{a}{b} \). A caution about crossing. A graph may cross its horizontal asymptote, unlike a vertical one. The asymptote describes behavior far away, not a barrier. For example \( \dfrac{x}{x^2 + 1} \) has asymptote \( y = 0 \) and crosses it at the origin. Dividing through by the common leading power sends every other term to zero, leaving \( \frac{a}{b} \)

  10. Analyze \( f(x) = \dfrac{x^3 - x^2 - 6x}{x^2 - 9} \) completely: holes, all asymptotes, and intercepts.
    Show the full solution

    Factor both parts. Numerator: \( x^3 - x^2 - 6x = x(x^2 - x - 6) = x(x - 3)(x + 2) \). Denominator: \( x^2 - 9 = (x - 3)(x + 3) \). Excluded values. \( x = 3 \) and \( x = -3 \). Classify them. \( (x - 3) \) appears in both and cancels, so \( x = 3 \) is a hole. \( (x + 3) \) remains in the denominator, so \( x = -3 \) is a vertical asymptote. Simplify. \( f(x) = \dfrac{x(x + 2)}{x + 3} = \dfrac{x^2 + 2x}{x + 3} \), with \( x \ne 3 \). Locate the hole. Substitute \( x = 3 \) into the simplified form: \( \dfrac{3(5)}{6} = \dfrac{15}{6} = \dfrac{5}{2} \). Hole at \( \left( 3,\, \dfrac{5}{2} \right) \). Find the slant asymptote. In the simplified form the numerator's degree is 2 and the denominator's is 1, a difference of exactly 1, so a slant asymptote exists. Synthetic division with \( c = -3 \) on \( 1, 2, 0 \): bring down 1; \( 2 - 3 = -1 \); \( 0 + 3 = 3 \). Quotient \( x - 1 \), remainder 3. \( f(x) = x - 1 + \dfrac{3}{x + 3} \). Slant asymptote: \( y = x - 1 \). Check the slant numerically. At \( x = 97 \): \( f(97) = \dfrac{9409 + 194}{100} = \dfrac{9603}{100} = 96.03 \), and the line gives \( 96 \). Within 0.03. Correct. Note that there is no horizontal asymptote, since a function cannot have both. The numerator's degree exceeds the denominator's, so the values grow without bound. Find the intercepts. \( x \)-intercepts from the simplified numerator \( x(x + 2) \): at \( x = 0 \) and \( x = -2 \). Both are legal values, so both are genuine intercepts: \( (0, 0) \) and \( (-2, 0) \). \( y \)-intercept: \( f(0) = \dfrac{0}{3} = 0 \), the same point as one of the \( x \)-intercepts. The graph passes through the origin. Verify the intercepts in the original. \( f(-2) = \dfrac{-8 - 4 + 12}{4 - 9} = \dfrac{0}{-5} = 0 \). Correct. Sign behavior near the vertical asymptote. At \( x = -2.9 \): \( \dfrac{(-2.9)(-0.9)}{0.1} = \dfrac{2.61}{0.1} = 26.1 \), large and positive. At \( x = -3.1 \): \( \dfrac{(-3.1)(-1.1)}{-0.1} = \dfrac{3.41}{-0.1} = -34.1 \), large and negative. So the graph rises to \( +\infty \) on the right of \( x = -3 \) and falls to \( -\infty \) on the left, which is the behavior of an odd-order asymptote. The full description. Hole at \( \left( 3, \frac{5}{2} \right) \), vertical asymptote at \( x = -3 \), slant asymptote \( y = x - 1 \), intercepts at \( (0,0) \) and \( (-2, 0) \). What the analysis order buys. Factoring first and canceling second is what separated the hole from the asymptote. Simplifying first would have produced the right slant asymptote but lost the hole entirely, which is the error lesson 4.1 warned about and this problem is built to expose. Hole \( \left( 3, \frac{5}{2} \right) \); vertical asymptote \( x = -3 \); slant asymptote \( y = x - 1 \); intercepts \( (0,0) \) and \( (-2,0) \)

Lesson 4.7 · Unit 4 · A-CED.1

Rates, mixtures and average cost

Rational functions arise whenever a quantity is divided by another that varies: work done per unit time, solute per unit solution, cost per unit produced. The asymptote is usually the most informative part of the answer, because it says what happens in the long run.

The method
  1. Work problems: rates add. If one worker takes \( a \) hours alone, the rate is \( \dfrac{1}{a} \) of the job per hour.
  2. Together, \( \dfrac{1}{a} + \dfrac{1}{b} = \dfrac{1}{t} \), where \( t \) is the combined time.
  3. Mixture problems: track the solute, not the solution. The amount of the substance is what is conserved.
  4. Concentration is solute over total, and adding pure solvent changes only the denominator.
  5. Average cost is total cost over quantity, \( \overline{C}(x) = \dfrac{C(x)}{x} \).
  6. A fixed cost divided by \( x \) shrinks as \( x \) grows, which is why average cost has a horizontal asymptote.
  7. Read the asymptote as a statement about the situation, not just about the graph.
  8. State the domain the situation allows, which is usually narrower than the algebra permits.

Where students lose marks: adding times instead of rates. If one pump takes 6 hours and another 4, the combined time is not 10 hours or 5 hours. It must be less than 4, since two pumps beat one. Adding the rates gives 2.4 hours, and the plausibility check catches the error instantly.

Worked example

The problem. (a) Pump A fills a tank in 6 hours and pump B in 4 hours. How long together? (b) 10 L of a 30 percent solution is diluted with pure water. How much water gives a 20 percent solution? (c) A firm has fixed costs of $5000 and variable costs of $12 per unit. Find the average cost function, its value at 500 and 1000 units, and its asymptote. (d) Interpret that asymptote.

Step one: set up (a) with rates. Pump A does \( \dfrac{1}{6} \) of the tank per hour; pump B does \( \dfrac{1}{4} \). Together they do \( \dfrac{1}{6} + \dfrac{1}{4} \) per hour.

Step two: solve (a). \( \dfrac{1}{6} + \dfrac{1}{4} = \dfrac{2}{12} + \dfrac{3}{12} = \dfrac{5}{12} \) of the tank per hour. Time to fill one tank: \( t = \dfrac{1}{5/12} = \dfrac{12}{5} = 2.4 \) hours. Check: in 2.4 hours A does \( \dfrac{2.4}{6} = 0.4 \) of the tank and B does \( \dfrac{2.4}{4} = 0.6 \). Together \( 0.4 + 0.6 = 1 \), exactly one tank. Correct. Plausibility: 2.4 hours is less than 4, the faster pump's solo time, as it must be.

Step three: set up (b) by tracking the solute. The 10 L at 30 percent contains \( 0.30 \times 10 = 3 \) L of solute. Adding \( x \) L of pure water adds no solute, so the solute stays at 3 L while the total becomes \( 10 + x \) L. Concentration: \( \dfrac{3}{10 + x} \).

Step four: solve (b). \( \dfrac{3}{10 + x} = 0.20 \). Multiply both sides by \( 10 + x \): \( 3 = 0.20(10 + x) = 2 + 0.2x \). \( 0.2x = 1 \), so \( x = 5 \) liters. Check: the new total is 15 L containing 3 L of solute, and \( \dfrac{3}{15} = 0.20 \). Correct. Plausibility: diluting from 30 percent to 20 percent needs the total to rise by a factor of \( \dfrac{30}{20} = 1.5 \), from 10 L to 15 L, so 5 L of water. The same answer by a different route.

Step five: build the average cost function for (c). Total cost: \( C(x) = 5000 + 12x \). Average cost: \( \overline{C}(x) = \dfrac{5000 + 12x}{x} = \dfrac{5000}{x} + 12 \). The split into two terms is worth doing, because it separates the part that changes from the part that does not.

Step six: evaluate (c). At \( x = 500 \): \( \dfrac{5000}{500} + 12 = 10 + 12 = 22 \) dollars per unit. At \( x = 1000 \): \( \dfrac{5000}{1000} + 12 = 5 + 12 = 17 \) dollars per unit. Check the first directly: \( \dfrac{5000 + 6000}{500} = \dfrac{11000}{500} = 22 \). Correct.

Step seven: find the asymptote for (c). As \( x \) grows, \( \dfrac{5000}{x} \) approaches zero, so \( \overline{C}(x) \) approaches 12. Horizontal asymptote: \( y = 12 \). The same answer from the degree rule: numerator and denominator both have degree 1, so the asymptote is the ratio of leading coefficients, \( \dfrac{12}{1} = 12 \). Domain: \( x \gt 0 \), since average cost over zero units is meaningless. The algebra would also accept negative \( x \), which the situation does not.

Step eight: interpret for (d). The asymptote \( y = 12 \) is the variable cost per unit. It says that as production grows, the fixed $5000 is spread over more and more units, so its contribution per unit shrinks toward nothing and the average cost approaches the cost of making one more unit. The asymptote is never reached. Average cost is always strictly above $12, because the fixed cost never vanishes entirely. At a million units it is $12.005. The economic name for this is economies of scale, and the shape of the graph is its mathematical content: steep decline at low volumes, then flattening. Going from 500 to 1000 units saves $5 per unit; going from 10,000 to 20,000 saves only $0.25. What the model leaves out. It assumes the variable cost stays exactly $12 at every volume, which real production does not: materials get cheaper in bulk, but capacity limits eventually push costs up. So the model is trustworthy over the range where the assumptions hold and not far beyond it, and the honest way to report the result is with that range stated.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. A worker finishes a job in 5 hours. What fraction does he do per hour?
    Show the full solution

    \( \frac{1}{5} \)

  2. Two workers take 4 and 4 hours alone. How long together?
    Show the full solution

    Rate \( \dfrac{1}{4} + \dfrac{1}{4} = \dfrac{1}{2} \). 2 hours

  3. How much salt is in 20 L of a 15 percent solution?
    Show the full solution

    \( 0.15 \times 20 \). 3 L

  4. Total cost is \( 300 + 5x \). Write the average cost.
    Show the full solution

    \( \frac{300}{x} + 5 \)

  5. What is that function's horizontal asymptote?
    Show the full solution

    \( y = 5 \)

  6. Pipe A fills a pool in 9 hours and pipe B in 18 hours. How long together?
    Show the full solution

    Combined rate: \( \dfrac{1}{9} + \dfrac{1}{18} = \dfrac{2}{18} + \dfrac{1}{18} = \dfrac{3}{18} = \dfrac{1}{6} \). Time: 6 hours. Check: in 6 hours A does \( \dfrac{6}{9} = \dfrac{2}{3} \) and B does \( \dfrac{6}{18} = \dfrac{1}{3} \). Total 1. Correct. Plausibility: 6 hours is less than 9, the faster pipe alone. Correct. 6 hours

  7. How much pure alcohol must be added to 40 L of a 20 percent solution to make it 50 percent?
    Show the full solution

    Current alcohol: \( 0.20 \times 40 = 8 \) L. Adding \( x \) L of pure alcohol adds \( x \) L of alcohol and \( x \) L to the total. New concentration: \( \dfrac{8 + x}{40 + x} = 0.50 \). Multiply: \( 8 + x = 0.5(40 + x) = 20 + 0.5x \). \( 0.5x = 12 \), so \( x = 24 \) L. Check: alcohol \( 8 + 24 = 32 \), total \( 40 + 24 = 64 \), and \( \dfrac{32}{64} = 0.50 \). Correct. Note the difference from the worked example: adding pure solute changes both the numerator and the denominator, while adding pure water changed only the denominator. 24 L

  8. A car travels 120 km at speed \( v \) and returns at \( v + 20 \). Write the total time as a function of \( v \) and find it when \( v = 60 \).
    Show the full solution

    Time is distance over speed. Out: \( \dfrac{120}{v} \). Back: \( \dfrac{120}{v + 20} \). Total: \( T(v) = \dfrac{120}{v} + \dfrac{120}{v + 20} \). Combined over a common denominator: \( T(v) = \dfrac{120(v + 20) + 120v}{v(v + 20)} = \dfrac{240v + 2400}{v(v + 20)} \). At \( v = 60 \): \( \dfrac{120}{60} + \dfrac{120}{80} = 2 + 1.5 = 3.5 \) hours. Check with the combined form: \( \dfrac{14400 + 2400}{60(80)} = \dfrac{16800}{4800} = 3.5 \). Agrees. Domain: \( v \gt 0 \), since a speed must be positive. \( T(v) = \frac{240v + 2400}{v(v+20)} \); 3.5 hours at \( v = 60 \)

  9. Explain why average cost always exceeds the variable cost per unit.
    Show the full solution

    Write the total cost as fixed plus variable: \( C(x) = F + vx \), with \( F \gt 0 \) the fixed cost and \( v \) the variable cost per unit. Average cost is \( \overline{C}(x) = \dfrac{F + vx}{x} = \dfrac{F}{x} + v \). Since \( F \gt 0 \) and \( x \gt 0 \), the term \( \dfrac{F}{x} \) is strictly positive. So \( \overline{C}(x) \gt v \) for every positive \( x \). What that means economically. Every unit produced carries its own variable cost plus a share of the fixed cost, and the share is never zero. So the average can approach the variable cost but never reach it. The graph. The horizontal asymptote at \( y = v \) is approached from above and never crossed, which is unusual: many rational functions do cross their horizontal asymptotes, and this one cannot for a structural reason rather than an accidental one. The limiting case. If the fixed cost were zero, average cost would equal variable cost exactly at every volume, and the function would be the constant \( v \) rather than a rational function at all. The curvature in the graph is entirely caused by the fixed cost. Why firms care. The gap \( \dfrac{F}{x} \) is the per-unit burden of the fixed cost, and it is what makes low-volume production expensive. Halving it requires doubling output, which is why the savings from scale diminish so quickly. Average cost is \( v + \frac{F}{x} \), and the second term is strictly positive for any positive output

  10. Working together, two crews resurface a road in 6 days. Alone, the first crew would take 5 days longer than the second. Find how long each takes alone.
    Show the full solution

    Define the variable. Let \( x \) be the number of days the second crew takes alone. Then the first takes \( x + 5 \) days. Write the rates. Second crew: \( \dfrac{1}{x} \) of the job per day. First crew: \( \dfrac{1}{x + 5} \) per day. Together they complete the job in 6 days, so their combined rate is \( \dfrac{1}{6} \) per day. Set up the equation. \( \dfrac{1}{x} + \dfrac{1}{x + 5} = \dfrac{1}{6} \). Note the exclusions. \( x \ne 0 \) and \( x \ne -5 \). Clear the denominators by multiplying every term by \( 6x(x + 5) \): \( 6(x + 5) + 6x = x(x + 5) \). Expand and solve. \( 6x + 30 + 6x = x^2 + 5x \). \( 12x + 30 = x^2 + 5x \). \( 0 = x^2 - 7x - 30 \). Factor: two numbers multiplying to \( -30 \) and adding to \( -7 \) are \( -10 \) and 3: \( 0 = (x - 10)(x + 3) \). Candidates: \( x = 10 \) and \( x = -3 \). Apply the checks. Neither is an excluded value, so neither is extraneous in the algebraic sense. But \( x = -3 \) is rejected by the situation: a crew cannot take a negative number of days. The domain the problem imposes is \( x \gt 0 \). Verify \( x = 10 \) in the original. Second crew: 10 days, rate \( \dfrac{1}{10} \). First crew: 15 days, rate \( \dfrac{1}{15} \). Combined: \( \dfrac{1}{10} + \dfrac{1}{15} = \dfrac{3}{30} + \dfrac{2}{30} = \dfrac{5}{30} = \dfrac{1}{6} \). Correct, giving 6 days together. Check the work done. In 6 days the second crew does \( \dfrac{6}{10} = 0.6 \) of the job and the first does \( \dfrac{6}{15} = 0.4 \). Together exactly 1. Correct. Plausibility check. The combined time of 6 days is less than 10, the faster crew's solo time, as it must be. And the slower crew at 15 days is indeed 5 days longer than the faster. Both conditions hold. The distinction worth noting. The root \( x = -3 \) was not extraneous in the technical sense of lesson 4.5: it genuinely satisfies the cleared equation, and substituting it into the original gives \( -\dfrac{1}{3} + \dfrac{1}{2} = \dfrac{1}{6} \), which is true. It was rejected by the context, not by the algebra. Distinguishing "extraneous" from "rejected by the situation" is worth keeping straight, because the two require different justifications in a written answer. The second crew takes 10 days alone and the first takes 15

Unit 4 mixed review · 10 problems · all topics

Unit 4: Rational Expressions and Functions

Every one of these has a domain restriction somewhere. Stating it is part of a complete answer, and in the equations it is what separates a real solution from an extraneous one.

  1. Simplify \( \dfrac{x^2 - 9}{x - 3} \).
    Show the full solution

    Factor and cancel: \( \dfrac{(x-3)(x+3)}{x-3} \). \( x + 3 \), with \( x \ne 3 \)

  2. Give the excluded value of \( \dfrac{5}{x - 2} \).
    Show the full solution

    \( x = 2 \)

  3. Simplify \( \dfrac{2}{x} + \dfrac{3}{x} \).
    Show the full solution

    \( \frac{5}{x} \)

  4. Simplify \( \dfrac{x}{2} \cdot \dfrac{4}{x^2} \).
    Show the full solution

    \( \dfrac{4x}{2x^2} \). \( \frac{2}{x} \)

  5. Give the vertical asymptote of \( y = \dfrac{1}{x + 5} \).
    Show the full solution

    \( x = -5 \)

  6. Simplify \( \dfrac{x^2 + 5x + 6}{x^2 - 4} \).
    Show the full solution

    Factor both: \( \dfrac{(x+2)(x+3)}{(x-2)(x+2)} \). Cancel the common factor: \( \dfrac{x+3}{x-2} \). Both original restrictions survive: \( x \ne 2 \) and \( x \ne -2 \). The second is invisible in the simplified form, which is why it has to be recorded before canceling. \( \frac{x+3}{x-2} \), with \( x \ne \pm 2 \)

  7. Add \( \dfrac{3}{x + 1} + \dfrac{2}{x - 1} \).
    Show the full solution

    Common denominator \( (x+1)(x-1) = x^2 - 1 \): \( \dfrac{3(x-1) + 2(x+1)}{x^2 - 1} = \dfrac{3x - 3 + 2x + 2}{x^2 - 1} = \dfrac{5x - 1}{x^2 - 1} \). Check at \( x = 2 \): original gives \( 1 + 2 = 3 \), and the answer gives \( \dfrac{9}{3} = 3 \) ✓ \( \frac{5x-1}{x^2-1} \), with \( x \ne \pm 1 \)

  8. Solve \( \dfrac{2}{x - 1} = \dfrac{3}{x + 4} \).
    Show the full solution

    Restrictions: \( x \ne 1 \) and \( x \ne -4 \). Cross multiply: \( 2(x + 4) = 3(x - 1) \). \( 2x + 8 = 3x - 3 \), so \( x = 11 \). Not an excluded value, so it is genuine. Check: \( \dfrac{2}{10} = 0.2 \) and \( \dfrac{3}{15} = 0.2 \) ✓ \( x = 11 \)

  9. Solve \( \dfrac{x}{x - 2} = \dfrac{2}{x - 2} + 3 \).
    Show the full solution

    Note the restriction first: \( x \ne 2 \). Multiply through by \( x - 2 \): \( x = 2 + 3(x - 2) = 2 + 3x - 6 = 3x - 4 \). \( -2x = -4 \), so \( x = 2 \). But \( x = 2 \) is excluded, so it is extraneous and there is no solution. Confirm by substituting: both sides have \( \dfrac{\text{something}}{0} \), which is undefined. No solution

  10. For \( f(x) = \dfrac{2x^2 + 6x}{x^2 - 9} \), find every asymptote and every hole, and state the domain.
    Show the full solution

    Factor both parts. Numerator: \( 2x(x + 3) \). Denominator: \( (x - 3)(x + 3) \). Record the restrictions before canceling. The denominator is zero at \( x = 3 \) and \( x = -3 \), so both are excluded from the domain. Cancel the common factor. \( f(x) = \dfrac{2x}{x - 3} \), valid for \( x \ne -3 \). Identify the hole. The factor \( x + 3 \) canceled, so \( x = -3 \) gives a hole rather than an asymptote. Its height is the simplified function's value there: \( \dfrac{2(-3)}{-3 - 3} = \dfrac{-6}{-6} = 1 \). Hole at \( (-3, 1) \). Identify the vertical asymptote. The factor \( x - 3 \) did not cancel, so \( x = 3 \) is a vertical asymptote. Check the behavior: approaching 3 from the right, the denominator is small and positive and the numerator is near 6, so the values rise without bound. Identify the horizontal asymptote. Numerator and denominator have the same degree in the original, so the asymptote is the ratio of the leading coefficients: \( y = \dfrac{2}{1} = 2 \). Confirm with the simplified form: as \( x \) grows, \( \dfrac{2x}{x-3} \) approaches 2. At \( x = 1000 \): \( \dfrac{2000}{997} \approx 2.006 \) ✓ State the domain. All real numbers except 3 and \( -3 \). Why the hole and the asymptote are different. Both come from a zero denominator, but a canceling factor means the numerator vanishes at the same rate, so the function approaches a finite value it simply does not attain. A factor that does not cancel leaves the denominator alone in going to zero, which sends the values off to infinity. Hole at \( (-3, 1) \), vertical asymptote \( x = 3 \), horizontal asymptote \( y = 2 \), domain all reals except \( \pm 3 \)

Lesson 5.1 · Unit 5 · N-RN.1, N-RN.2

What a fractional exponent has to mean

A fractional exponent is not a new invention. It is the only definition that keeps the exponent rules working, and seeing why makes the notation obvious rather than arbitrary.

The method
  1. \( x^{1/n} = \sqrt[n]{x} \), the \( n \)th root.
  2. \( x^{m/n} = \left( \sqrt[n]{x} \right)^m = \sqrt[n]{x^m} \). Both orders give the same value.
  3. Take the root first when evaluating by hand, since the numbers stay small.
  4. A negative exponent means a reciprocal: \( x^{-m/n} = \dfrac{1}{x^{m/n}} \).
  5. All the exponent rules apply unchanged: \( x^a x^b = x^{a+b} \), \( \dfrac{x^a}{x^b} = x^{a-b} \), \( (x^a)^b = x^{ab} \).
  6. The denominator of the exponent is the index of the root, and the numerator is the power.
  7. An even denominator requires a nonnegative base for a real result, since an even root of a negative is not real.
  8. Convert to exponent form to simplify, then back to radical form if the answer is wanted that way.

Where students lose marks: reading \( x^{2/3} \) as \( \dfrac{x^2}{3} \). The whole fraction is the exponent. Writing it as \( \left( \sqrt[3]{x} \right)^2 \) once, before computing, removes the ambiguity.

Worked example

The problem. (a) Explain why \( x^{1/2} \) must mean \( \sqrt{x} \). (b) Evaluate \( 8^{2/3} \), \( 16^{3/4} \) and \( 27^{-2/3} \). (c) Simplify \( \dfrac{x^{3/4} \cdot x^{1/2}}{x^{1/4}} \). (d) Explain the restriction when the denominator of the exponent is even.

Step one: argue (a) from the power rule. The rule \( (x^a)^b = x^{ab} \) is established for integer exponents. If fractional exponents are to obey it as well, then \( \left( x^{1/2} \right)^2 = x^{(1/2)(2)} = x^1 = x \).

Step two: draw the conclusion. So \( x^{1/2} \) is a number whose square is \( x \). That is exactly what a square root is. Taking the nonnegative one, to match the principal-root convention, \( x^{1/2} = \sqrt{x} \). The same argument with \( n \) in place of 2 gives \( x^{1/n} = \sqrt[n]{x} \). The definition is forced, not chosen.

Step three: evaluate the first two in (b). \( 8^{2/3} = \left( \sqrt[3]{8} \right)^2 = 2^2 = 4 \). Taking the root first kept the numbers small. The other order gives \( \sqrt[3]{8^2} = \sqrt[3]{64} = 4 \), the same answer with a larger intermediate. \( 16^{3/4} = \left( \sqrt[4]{16} \right)^3 = 2^3 = 8 \). Check the other order: \( \sqrt[4]{16^3} = \sqrt[4]{4096} = 8 \). Agrees, and the advantage of rooting first is obvious.

Step four: handle the negative exponent in (b). \( 27^{-2/3} = \dfrac{1}{27^{2/3}} = \dfrac{1}{\left( \sqrt[3]{27} \right)^2} = \dfrac{1}{3^2} = \dfrac{1}{9} \). The negative sign moved the whole thing to a denominator; it did not make the answer negative. That is worth separating explicitly, because a negative exponent and a negative result are unrelated.

Step five: set up (c). Multiplication adds exponents and division subtracts: \( \dfrac{x^{3/4} \cdot x^{1/2}}{x^{1/4}} = x^{3/4 + 1/2 - 1/4} \).

Step six: do the fraction arithmetic. Over a common denominator of 4: \( \dfrac{3}{4} + \dfrac{2}{4} - \dfrac{1}{4} = \dfrac{4}{4} = 1 \). So the expression is \( x^1 = x \). Check at \( x = 16 \): \( \dfrac{16^{3/4} \cdot 16^{1/2}}{16^{1/4}} = \dfrac{8 \times 4}{2} = 16 \). Correct.

Step seven: note why the exponent form was easier. In radical form the same expression is \( \dfrac{\sqrt[4]{x^3} \cdot \sqrt{x}}{\sqrt[4]{x}} \), which offers no obvious way forward. Converting to exponents turns it into fraction addition. That is the general strategy of this lesson: radicals are for displaying answers, exponents are for doing algebra.

Step eight: answer (d). An even root of a negative number is not real, because an even power of any real number is nonnegative. So \( \sqrt{-4} \) has no real value, and neither does \( (-4)^{1/2} \). Where this bites. The rule \( (x^a)^b = x^{ab} \) can fail for negative bases with fractional exponents. Consider \( \left( (-8)^2 \right)^{1/2} = 64^{1/2} = 8 \), while \( (-8)^{2 \cdot 1/2} = (-8)^1 = -8 \). Different answers. The safe statement is that rational exponents behave properly for nonnegative bases, and for negative bases only when the root's index is odd. \( (-8)^{1/3} = -2 \) is fine, since \( (-2)^3 = -8 \). The practical rule for this course: assume variables under even roots are nonnegative unless told otherwise, and say so when it matters. Lesson 5.2 handles the case where that cannot be assumed.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Write \( \sqrt{x} \) with a rational exponent.
    Show the full solution

    \( x^{1/2} \)

  2. Write \( \sqrt[3]{x^2} \) with a rational exponent.
    Show the full solution

    \( x^{2/3} \)

  3. Evaluate \( 9^{1/2} \).
    Show the full solution

    3

  4. Evaluate \( 8^{1/3} \).
    Show the full solution

    2

  5. Evaluate \( 4^{-1/2} \).
    Show the full solution

    \( \dfrac{1}{4^{1/2}} = \dfrac{1}{2} \). \( \frac{1}{2} \)

  6. Evaluate \( 32^{3/5} \).
    Show the full solution

    Root first: \( \sqrt[5]{32} = 2 \), since \( 2^5 = 32 \). Then cube: \( 2^3 = 8 \). Check the other order: \( \sqrt[5]{32^3} = \sqrt[5]{32768} = 8 \), since \( 8^5 = 32768 \). Agrees, but the numbers were much larger. 8

  7. Evaluate \( \left( \dfrac{1}{16} \right)^{-3/4} \).
    Show the full solution

    The negative exponent inverts the base: \( \left( \dfrac{1}{16} \right)^{-3/4} = 16^{3/4} \). Root first: \( \sqrt[4]{16} = 2 \). Then cube: \( 8 \). Check: \( \left( \dfrac{1}{16} \right)^{3/4} = \dfrac{1}{8} \), and its reciprocal is 8. Agrees. 8

  8. Simplify \( \left( x^{2/3} y^{-1/2} \right)^6 \).
    Show the full solution

    Raise each factor to the sixth, multiplying exponents: \( x^{(2/3)(6)} y^{(-1/2)(6)} = x^4 y^{-3} \). Write with a positive exponent: \( \dfrac{x^4}{y^3} \). Check at \( x = 8 \), \( y = 4 \): \( x^{2/3} = 4 \), \( y^{-1/2} = \dfrac{1}{2} \), so the inside is 2 and \( 2^6 = 64 \). The answer gives \( \dfrac{4096}{64} = 64 \). Agrees. \( \frac{x^4}{y^3} \)

  9. Explain why \( x^{1/n} \) has to mean the \( n \)th root rather than anything else.
    Show the full solution

    The exponent rules were established for integers, and extending them to fractions is only worth doing if the rules keep holding. That requirement determines the meaning completely. The argument. If \( (x^a)^b = x^{ab} \) is to survive, then \( \left( x^{1/n} \right)^n = x^{(1/n)(n)} = x^1 = x \). So \( x^{1/n} \) is a quantity whose \( n \)th power is \( x \), which is the definition of an \( n \)th root. Why no other choice works. Any other definition would break the power rule, and then every algebraic manipulation involving exponents would need a separate case for fractions. The whole value of the notation is that one set of rules covers integers and fractions alike. The same reasoning fixes other extensions. \( x^0 = 1 \) because \( x^a x^0 = x^{a+0} = x^a \) forces \( x^0 \) to be the multiplicative identity. And \( x^{-n} = \dfrac{1}{x^n} \) because \( x^n x^{-n} = x^0 = 1 \). In each case the definition is the unique one that preserves the rules. What this says about mathematics generally. Definitions of this kind are not arbitrary conventions. They are the only options consistent with what is already established, which is why they feel inevitable once the reason is seen. It is the only definition under which \( (x^a)^b = x^{ab} \) continues to hold

  10. Simplify \( \dfrac{\sqrt[3]{x^4} \cdot \sqrt{x}}{\sqrt[6]{x}} \), stating any assumption.
    Show the full solution

    Convert everything to exponent form. \( \sqrt[3]{x^4} = x^{4/3} \). \( \sqrt{x} = x^{1/2} \). \( \sqrt[6]{x} = x^{1/6} \). Combine the exponents. \( x^{4/3 + 1/2 - 1/6} \). Over a common denominator of 6: \( \dfrac{8}{6} + \dfrac{3}{6} - \dfrac{1}{6} = \dfrac{10}{6} = \dfrac{5}{3} \). So the expression is \( x^{5/3} \). Convert back to radical form if wanted. \( x^{5/3} = \sqrt[3]{x^5} = x\sqrt[3]{x^2} \), since \( x^5 = x^3 \cdot x^2 \) and the \( x^3 \) comes out of the cube root as \( x \). State the assumption. The expression contains \( \sqrt{x} \), an even root, so \( x \ge 0 \) is required for a real result. The other two radicals would accept negatives, but the square root does not, so the domain is \( x \ge 0 \). Verify at \( x = 64 \). \( \sqrt[3]{64^4} \): since \( \sqrt[3]{64} = 4 \), this is \( 4^4 = 256 \). \( \sqrt{64} = 8 \). \( \sqrt[6]{64} = 2 \), since \( 2^6 = 64 \). Original: \( \dfrac{256 \times 8}{2} = \dfrac{2048}{2} = 1024 \). Answer: \( 64^{5/3} = \left( \sqrt[3]{64} \right)^5 = 4^5 = 1024 \). Agrees. Verify at \( x = 1 \). Everything is 1, and \( 1^{5/3} = 1 \). Agrees trivially, which is a weak check, but the \( x = 64 \) case is strong. Why exponent form was essential. In radical form, with three different indices, there is no way to combine the terms directly. Converting turns the problem into adding three fractions, which is routine. This is the single most useful reason to learn rational exponents. \( x^{5/3} = x\sqrt[3]{x^2} \), assuming \( x \ge 0 \)

Lesson 5.2 · Unit 5 · N-RN.2

Pulling perfect powers out from under the sign

Simplifying a radical means extracting every factor that is a perfect power of the index. The one subtlety is the absolute value that appears when an even root meets a variable that might be negative.

The method
  1. The index is the small number on the radical, understood to be 2 when none is written; the radicand is what sits underneath.
  2. Product property: \( \sqrt[n]{ab} = \sqrt[n]{a} \cdot \sqrt[n]{b} \) for nonnegative \( a \) and \( b \).
  3. Quotient property: \( \sqrt[n]{\dfrac{a}{b}} = \dfrac{\sqrt[n]{a}}{\sqrt[n]{b}} \).
  4. Factor the radicand to find the largest perfect \( n \)th power inside it.
  5. Extract that factor, taking its \( n \)th root outside the sign.
  6. For variables, divide the exponent by the index: the quotient comes out and the remainder stays in.
  7. \( \sqrt{x^2} = \left| x \right| \), not \( x \), because the principal root is never negative.
  8. \( \sqrt[3]{x^3} = x \) with no absolute value, since odd roots preserve sign.

Where students lose marks: writing \( \sqrt{x^2} = x \). At \( x = -5 \) the left side is \( \sqrt{25} = 5 \) and the right is \( -5 \). The correct simplification is \( \left| x \right| \), and it is needed whenever the index is even and the variable's sign is unknown.

Worked example

The problem. Simplify. (a) \( \sqrt{72} \). (b) \( \sqrt[3]{54} \). (c) \( \sqrt{18x^3y^4} \), assuming \( x \ge 0 \). (d) \( \sqrt{x^2 - 6x + 9} \) with no assumption on \( x \).

Step one: factor for (a). Look for the largest perfect square dividing 72. \( 72 = 36 \times 2 \), and 36 is a perfect square.

Step two: extract and finish (a). \( \sqrt{72} = \sqrt{36}\sqrt{2} = 6\sqrt{2} \). Check numerically: \( 6 \times 1.41421 \approx 8.4853 \), and \( \sqrt{72} \approx 8.4853 \). Correct. Using a smaller square would work but leave more to do: \( \sqrt{72} = \sqrt{4}\sqrt{18} = 2\sqrt{18} = 2\sqrt{9}\sqrt{2} = 6\sqrt{2} \). Same answer, one extra step.

Step three: adapt for the cube root in (b). Now the target is a perfect cube, not a square. \( 54 = 27 \times 2 \), and \( 27 = 3^3 \). \( \sqrt[3]{54} = \sqrt[3]{27}\sqrt[3]{2} = 3\sqrt[3]{2} \). Check: \( 3 \times 1.2599 \approx 3.7798 \), and \( \sqrt[3]{54} \approx 3.7798 \). Correct. Note that 9 divides 54 but is not a perfect cube, so it does not help here. The index decides what to look for.

Step four: split the radicand in (c). \( 18x^3y^4 = 9 \cdot 2 \cdot x^2 \cdot x \cdot y^4 \). The perfect squares are 9, \( x^2 \) and \( y^4 \).

Step five: extract for (c). \( \sqrt{9} = 3 \), \( \sqrt{x^2} = x \) since \( x \ge 0 \) is given, and \( \sqrt{y^4} = y^2 \). \( \sqrt{18x^3y^4} = 3xy^2\sqrt{2x} \). Check at \( x = 2 \), \( y = 1 \): the radicand is \( 18(8)(1) = 144 \), so the value is 12. The answer gives \( 3(2)(1)\sqrt{4} = 6 \times 2 = 12 \). Correct.

Step six: note the exponent shortcut. For \( \sqrt{y^4} \), dividing the exponent 4 by the index 2 gives 2 with remainder 0, so \( y^2 \) comes out and nothing stays. For \( \sqrt{x^3} \), dividing 3 by 2 gives 1 remainder 1, so \( x^1 \) comes out and \( x^1 \) stays under. That matches the split done by hand. Note also that \( y^4 \) needed no absolute value even without an assumption, because \( y^2 \) is nonnegative automatically.

Step seven: factor first in (d). The radicand is a perfect square trinomial: \( x^2 - 6x + 9 = (x - 3)^2 \). So \( \sqrt{x^2 - 6x + 9} = \sqrt{(x - 3)^2} \).

Step eight: apply the absolute value and finish (d). Since no assumption was given, \( x - 3 \) could be negative, so \( \sqrt{(x - 3)^2} = \left| x - 3 \right| \). Check at \( x = 1 \): the radicand is \( 1 - 6 + 9 = 4 \), so the value is 2. And \( \left| 1 - 3 \right| = 2 \). Correct, while \( x - 3 = -2 \) would have been wrong. Check at \( x = 5 \): the radicand is \( 25 - 30 + 9 = 4 \), value 2, and \( \left| 5 - 3 \right| = 2 \). Correct. Why this matters beyond the notation. The expression \( \left| x - 3 \right| \) is the distance from \( x \) to 3, and the original radical was the distance formula in one dimension. The absolute value is not a technicality; it is what makes the answer a distance, which is never negative.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( \sqrt{50} \).
    Show the full solution

    \( \sqrt{25}\sqrt{2} \). \( 5\sqrt{2} \)

  2. Simplify \( \sqrt{48} \).
    Show the full solution

    \( \sqrt{16}\sqrt{3} \). \( 4\sqrt{3} \)

  3. Simplify \( \sqrt[3]{16} \).
    Show the full solution

    \( 16 = 8 \times 2 \). \( 2\sqrt[3]{2} \)

  4. Simplify \( \sqrt{x^6} \) for \( x \ge 0 \).
    Show the full solution

    \( x^3 \)

  5. Simplify \( \sqrt{x^2} \) with no assumption on \( x \).
    Show the full solution

    \( \left| x \right| \)

  6. Simplify \( \sqrt{75x^4y^3} \), assuming \( y \ge 0 \).
    Show the full solution

    Factor: \( 75 = 25 \times 3 \); \( x^4 \) is a perfect square; \( y^3 = y^2 \cdot y \). Extract: \( \sqrt{25} = 5 \), \( \sqrt{x^4} = x^2 \) with no absolute value needed since \( x^2 \ge 0 \) always, and \( \sqrt{y^2} = y \) given \( y \ge 0 \). \( 5x^2y\sqrt{3y} \). Check at \( x = 1 \), \( y = 3 \): radicand \( 75(1)(27) = 2025 \), and \( \sqrt{2025} = 45 \). Answer: \( 5(1)(3)\sqrt{9} = 15 \times 3 = 45 \). Correct. \( 5x^2y\sqrt{3y} \)

  7. Simplify \( \sqrt[3]{-40x^5} \).
    Show the full solution

    An odd root accepts a negative radicand, so no restriction is needed. Factor: \( -40 = -8 \times 5 \), and \( -8 \) is a perfect cube. \( x^5 = x^3 \cdot x^2 \). Extract: \( \sqrt[3]{-8} = -2 \) and \( \sqrt[3]{x^3} = x \), with no absolute value. \( -2x\sqrt[3]{5x^2} \). Check at \( x = 1 \): radicand \( -40 \), and \( \sqrt[3]{-40} \approx -3.4200 \). Answer: \( -2\sqrt[3]{5} \approx -2(1.70998) \approx -3.4200 \). Correct. \( -2x\sqrt[3]{5x^2} \)

  8. Simplify \( \sqrt{\dfrac{9x^4}{25y^2}} \), assuming \( y \gt 0 \).
    Show the full solution

    Apply the quotient property: \( \dfrac{\sqrt{9x^4}}{\sqrt{25y^2}} \). Numerator: \( \sqrt{9} = 3 \) and \( \sqrt{x^4} = x^2 \), nonnegative automatically. Denominator: \( \sqrt{25} = 5 \) and \( \sqrt{y^2} = y \), given \( y \gt 0 \). \( \dfrac{3x^2}{5y} \). Check at \( x = 2 \), \( y = 1 \): radicand \( \dfrac{9(16)}{25} = \dfrac{144}{25} \), and its root is \( \dfrac{12}{5} \). Answer: \( \dfrac{3(4)}{5} = \dfrac{12}{5} \). Correct. \( \frac{3x^2}{5y} \)

  9. Explain why \( \sqrt{x^2} = \left| x \right| \) but \( \sqrt[3]{x^3} = x \).
    Show the full solution

    The difference is whether the power destroys sign information. The square case. Squaring maps both 5 and \( -5 \) to 25. The radical sign denotes the principal root, which is by convention the nonnegative one, so \( \sqrt{25} = 5 \). Starting from \( x = -5 \), squaring gives 25 and rooting gives 5, which is \( \left| x \right| \) rather than \( x \). The sign was lost in the squaring and the root cannot recover it. The cube case. Cubing preserves sign: \( (-5)^3 = -125 \) and \( 5^3 = 125 \). The cube root is therefore unambiguous, with \( \sqrt[3]{-125} = -5 \). Starting from \( x = -5 \), cubing gives \( -125 \) and rooting returns \( -5 \), which is \( x \) exactly. No information was lost, so no absolute value is needed. The general statement. For even \( n \), \( \sqrt[n]{x^n} = \left| x \right| \). For odd \( n \), \( \sqrt[n]{x^n} = x \). Where the same distinction recurs. Even roots have restricted domains and odd roots do not. \( x^2 \) needs a restricted domain to have an inverse and \( x^3 \) does not. The parity of the exponent runs through every part of this unit, and it is always the same underlying fact. Even powers destroy sign, so the principal root returns the magnitude; odd powers preserve it, so the root recovers the original

  10. Simplify \( \sqrt{4x^2 + 12x + 9} \) with no assumption on \( x \), and evaluate it at \( x = 1 \) and \( x = -4 \).
    Show the full solution

    Factor the radicand. Check whether it is a perfect square trinomial. The first term is \( (2x)^2 \) and the last is \( 3^2 \), so the middle term would need to be \( 2(2x)(3) = 12x \). It is. \( 4x^2 + 12x + 9 = (2x + 3)^2 \). Take the root. The index is even and nothing is assumed about \( x \), so \( 2x + 3 \) could be negative: \( \sqrt{(2x + 3)^2} = \left| 2x + 3 \right| \). Evaluate at \( x = 1 \). Directly: the radicand is \( 4 + 12 + 9 = 25 \), so the value is 5. From the answer: \( \left| 2 + 3 \right| = 5 \). Agrees. Note that \( 2x + 3 = 5 \) here, positive, so the absolute value changed nothing. Evaluate at \( x = -4 \). Directly: the radicand is \( 4(16) + 12(-4) + 9 = 64 - 48 + 9 = 25 \), so the value is 5. From the answer: \( \left| -8 + 3 \right| = \left| -5 \right| = 5 \). Agrees. This is the case that proves the absolute value necessary. Without it the answer would have been \( 2x + 3 = -5 \), which is wrong: a principal square root is never negative. Find where the sign changes. \( 2x + 3 \) is negative when \( x \lt -\dfrac{3}{2} \). So the expression equals \( 2x + 3 \) for \( x \ge -\dfrac{3}{2} \) and \( -(2x + 3) \) for \( x \lt -\dfrac{3}{2} \). Writing it piecewise makes the behavior explicit: \[ \sqrt{4x^2 + 12x + 9} = \begin{cases} 2x + 3 & x \ge -\frac{3}{2} \\ -2x - 3 & x \lt -\frac{3}{2} \end{cases} \] The shape this describes. The graph is a V with its corner at \( \left( -\dfrac{3}{2},\, 0 \right) \), which is the absolute value parent stretched by 2 and shifted. That corner is exactly where the radicand's perfect square touches zero, and it is why an expression that looks like a smooth parabola under a radical comes out with a sharp point. \( \left| 2x + 3 \right| \); the value is 5 at both \( x = 1 \) and \( x = -4 \)

Lesson 5.3 · Unit 5 · N-RN.2

Adding like radicals, and multiplying anything

Radicals add only when they match, exactly as like terms do. Multiplication has no such restriction, and the binomial products here are the same expansions as in unit 3 with radicals in place of variables.

The method
  1. Like radicals have the same index and the same radicand, such as \( 3\sqrt{2} \) and \( 5\sqrt{2} \).
  2. To add or subtract, combine the coefficients and keep the radical unchanged.
  3. Simplify first. Radicals that look different often match after simplification.
  4. Unlike radicals cannot be combined, and \( \sqrt{2} + \sqrt{3} \) is already in simplest form.
  5. \( \sqrt{a} + \sqrt{b} \) is never \( \sqrt{a + b} \), which is the linearity error this course names.
  6. To multiply, use the product property and then simplify the result.
  7. For binomials, expand as usual, then simplify each radical product.
  8. \( \left( \sqrt{a} \right)^2 = a \) for \( a \ge 0 \), which is what makes conjugate products come out rational.

Where students lose marks: adding radicands. \( \sqrt{9} + \sqrt{16} \) is \( 3 + 4 = 7 \), while \( \sqrt{25} = 5 \). They are not equal, and that single comparison settles the rule permanently.

Worked example

The problem. (a) Simplify \( 3\sqrt{12} + 5\sqrt{27} \). (b) Expand \( (2 + \sqrt{3})(5 - 2\sqrt{3}) \). (c) Expand \( (\sqrt{7} + \sqrt{2})(\sqrt{7} - \sqrt{2}) \). (d) Show numerically that \( \sqrt{a} + \sqrt{b} \ne \sqrt{a + b} \).

Step one: simplify each radical in (a). \( \sqrt{12} = \sqrt{4}\sqrt{3} = 2\sqrt{3} \). \( \sqrt{27} = \sqrt{9}\sqrt{3} = 3\sqrt{3} \). They looked unlike and are in fact like, which is why simplification comes first.

Step two: combine and finish (a). \( 3(2\sqrt{3}) + 5(3\sqrt{3}) = 6\sqrt{3} + 15\sqrt{3} = 21\sqrt{3} \). Check numerically: \( \sqrt{12} \approx 3.4641 \), so \( 3\sqrt{12} \approx 10.3923 \). \( \sqrt{27} \approx 5.1962 \), so \( 5\sqrt{27} \approx 25.9808 \). Sum \( \approx 36.3731 \). And \( 21\sqrt{3} \approx 21 \times 1.7321 \approx 36.3731 \). Correct.

Step three: expand (b). Four products: \( 2 \times 5 = 10 \). \( 2 \times (-2\sqrt{3}) = -4\sqrt{3} \). \( \sqrt{3} \times 5 = 5\sqrt{3} \). \( \sqrt{3} \times (-2\sqrt{3}) = -2(\sqrt{3})^2 = -2(3) = -6 \).

Step four: collect for (b). Rational parts: \( 10 - 6 = 4 \). Radical parts: \( -4\sqrt{3} + 5\sqrt{3} = \sqrt{3} \). Answer: \( 4 + \sqrt{3} \). Check: \( (2 + 1.7321)(5 - 3.4641) = (3.7321)(1.5359) \approx 5.7321 \), and \( 4 + 1.7321 = 5.7321 \). Correct.

Step five: recognize the pattern in (c). This is a difference of squares with \( a = \sqrt{7} \) and \( b = \sqrt{2} \): \( (a + b)(a - b) = a^2 - b^2 \).

Step six: finish (c). \( \left( \sqrt{7} \right)^2 - \left( \sqrt{2} \right)^2 = 7 - 2 = 5 \). Both radicals vanished, leaving a rational number. That is the property lesson 5.4 exploits to rationalize denominators. Check: \( (2.6458 + 1.4142)(2.6458 - 1.4142) = (4.0600)(1.2316) \approx 5.0003 \). Correct to rounding.

Step seven: answer (d) with the cleanest case. Take \( a = 9 \) and \( b = 16 \), chosen because both roots are whole numbers. \( \sqrt{9} + \sqrt{16} = 3 + 4 = 7 \). \( \sqrt{9 + 16} = \sqrt{25} = 5 \). \( 7 \ne 5 \), so the claim is false.

Step eight: explain why the error is tempting and where it comes from. The product property \( \sqrt{ab} = \sqrt{a}\sqrt{b} \) is true, and the eye generalizes it to addition by analogy. But the square root is not a linear function, and only linear functions distribute over addition. The algebraic reason. Squaring the false claim gives \( \left( \sqrt{a} + \sqrt{b} \right)^2 = a + 2\sqrt{ab} + b \), while \( \left( \sqrt{a + b} \right)^2 = a + b \). They differ by the cross term \( 2\sqrt{ab} \), which is zero only when \( a \) or \( b \) is zero. So the two are equal only in the trivial cases. The family this belongs to. \( (a + b)^2 \ne a^2 + b^2 \), \( \log(a + b) \ne \log a + \log b \), \( \dfrac{1}{a + b} \ne \dfrac{1}{a} + \dfrac{1}{b} \). All four are the same mistake, and in every case the missing piece is a cross term. Testing with small numbers exposes each one in seconds.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( 2\sqrt{5} + 7\sqrt{5} \).
    Show the full solution

    \( 9\sqrt{5} \)

  2. Can \( \sqrt{2} + \sqrt{5} \) be combined?
    Show the full solution

    Different radicands. No

  3. Simplify \( \sqrt{3} \cdot \sqrt{12} \).
    Show the full solution

    \( \sqrt{36} \). 6

  4. Simplify \( \left( \sqrt{11} \right)^2 \).
    Show the full solution

    11

  5. Simplify \( \sqrt{8} + \sqrt{18} \).
    Show the full solution

    \( 2\sqrt{2} + 3\sqrt{2} \). \( 5\sqrt{2} \)

  6. Simplify \( 4\sqrt{20} - 2\sqrt{45} + \sqrt{5} \).
    Show the full solution

    Simplify each: \( \sqrt{20} = 2\sqrt{5} \) and \( \sqrt{45} = 3\sqrt{5} \). \( 4(2\sqrt{5}) - 2(3\sqrt{5}) + \sqrt{5} = 8\sqrt{5} - 6\sqrt{5} + \sqrt{5} = 3\sqrt{5} \). Check: \( 4(4.4721) - 2(6.7082) + 2.2361 \approx 17.889 - 13.416 + 2.236 = 6.708 \), and \( 3\sqrt{5} \approx 6.708 \). Correct. \( 3\sqrt{5} \)

  7. Expand \( (3 - \sqrt{5})^2 \).
    Show the full solution

    \( (a - b)^2 = a^2 - 2ab + b^2 \) with \( a = 3 \), \( b = \sqrt{5} \). \( 9 - 2(3)\sqrt{5} + 5 = 14 - 6\sqrt{5} \). Check: \( (3 - 2.2361)^2 = (0.7639)^2 \approx 0.5835 \), and \( 14 - 6(2.2361) \approx 14 - 13.4164 = 0.5836 \). Correct. \( 14 - 6\sqrt{5} \)

  8. Expand \( (2\sqrt{3} + \sqrt{2})(\sqrt{3} - 3\sqrt{2}) \).
    Show the full solution

    Four products: \( 2\sqrt{3} \cdot \sqrt{3} = 2(3) = 6 \). \( 2\sqrt{3} \cdot (-3\sqrt{2}) = -6\sqrt{6} \). \( \sqrt{2} \cdot \sqrt{3} = \sqrt{6} \). \( \sqrt{2} \cdot (-3\sqrt{2}) = -3(2) = -6 \). Collect: rational \( 6 - 6 = 0 \); radical \( -6\sqrt{6} + \sqrt{6} = -5\sqrt{6} \). Answer: \( -5\sqrt{6} \). Check: \( (3.4641 + 1.4142)(1.7321 - 4.2426) = (4.8783)(-2.5105) \approx -12.247 \), and \( -5\sqrt{6} \approx -5(2.4495) = -12.247 \). Correct. \( -5\sqrt{6} \)

  9. Explain why simplifying radicals before adding is necessary rather than optional.
    Show the full solution

    Two radicals can be like without looking like it. The test for like radicals is applied to the simplified forms, not to whatever was written down. The worked case. \( \sqrt{12} \) and \( \sqrt{27} \) have different radicands and appear uncombinable. Simplified they are \( 2\sqrt{3} \) and \( 3\sqrt{3} \), plainly like, and they combine to \( 5\sqrt{3} \). A student who skipped the simplification would report \( \sqrt{12} + \sqrt{27} \) as already in simplest form, which is wrong on two counts: the terms are not simplified and they do combine. It also works the other way. Simplification can reveal that terms which look combinable are not. \( \sqrt{8} \) and \( \sqrt{12} \) both simplify, to \( 2\sqrt{2} \) and \( 2\sqrt{3} \), and those are genuinely unlike. Without simplifying, a careless reader might combine the coefficients. The reliable procedure. Simplify every radical completely first, then compare index and radicand, then combine only exact matches. Skipping the first step makes the second step unreliable. A parallel with fractions. \( \dfrac{2}{6} + \dfrac{1}{3} \) looks like unlike fractions until the first is reduced to \( \dfrac{1}{3} \). The situation is identical: simplification is what makes the comparison meaningful. Radicals that look unlike often become like after simplification, so the comparison is only valid on simplified forms

  10. Simplify \( \sqrt{50x^3} - x\sqrt{18x} + \sqrt{8x^3} \), assuming \( x \ge 0 \), and verify at \( x = 2 \).
    Show the full solution

    Simplify each term. First: \( \sqrt{50x^3} = \sqrt{25 \cdot 2 \cdot x^2 \cdot x} = 5x\sqrt{2x} \). Second: \( x\sqrt{18x} = x\sqrt{9 \cdot 2 \cdot x} = 3x\sqrt{2x} \). Third: \( \sqrt{8x^3} = \sqrt{4 \cdot 2 \cdot x^2 \cdot x} = 2x\sqrt{2x} \). All three are like radicals, each a multiple of \( \sqrt{2x} \), although none looked that way at the start. Combine the coefficients. \( 5x - 3x + 2x = 4x \). Answer: \( 4x\sqrt{2x} \). Verify at \( x = 2 \). First term: \( \sqrt{50(8)} = \sqrt{400} = 20 \). Second term: \( 2\sqrt{36} = 2(6) = 12 \). Third term: \( \sqrt{8(8)} = \sqrt{64} = 8 \). Original: \( 20 - 12 + 8 = 16 \). Answer: \( 4(2)\sqrt{4} = 8 \times 2 = 16 \). Agrees. Verify at \( x = 1 \). Original: \( \sqrt{50} - \sqrt{18} + \sqrt{8} \approx 7.0711 - 4.2426 + 2.8284 = 5.6569 \). Answer: \( 4\sqrt{2} \approx 5.6569 \). Agrees. Why the assumption was needed. Each simplification used \( \sqrt{x^2} = x \), which requires \( x \ge 0 \). Without it the answer would be \( 4\left| x \right|\sqrt{2x} \), and in fact the whole expression requires \( x \ge 0 \) anyway for the radicands to be nonnegative, so the assumption costs nothing here. The pattern worth extracting. Every term reduced to a multiple of the same radical \( \sqrt{2x} \). That is common when the radicands share the same non-square part, here \( 2x \), and differ only by perfect square factors. Spotting that in advance predicts that the terms will combine. \( 4x\sqrt{2x} \)

Lesson 5.4 · Unit 5 · N-RN.2

Moving the radical off the bottom

A radical in a denominator is conventionally removed, and the technique for a two-term denominator is the same conjugate trick used for complex division in lesson 2.5. Recognizing them as one method is worth more than learning them separately.

The method
  1. For a single square root, multiply top and bottom by that root.
  2. \( \sqrt{a} \cdot \sqrt{a} = a \), which clears the denominator.
  3. For a higher root, multiply by whatever completes the power: for \( \sqrt[3]{a} \), multiply by \( \sqrt[3]{a^2} \).
  4. For a two-term denominator, multiply by its conjugate, the same two terms with the middle sign reversed.
  5. The conjugate product is a difference of squares, so both radicals disappear.
  6. Multiplying top and bottom by the same thing changes nothing, since it is multiplication by 1.
  7. Expand the numerator fully and simplify.
  8. Reduce the final fraction if every term shares a factor.

Where students lose marks: changing the sign of the wrong term. The conjugate of \( 3 - \sqrt{2} \) is \( 3 + \sqrt{2} \), flipping the sign between the terms. Writing \( -3 - \sqrt{2} \) instead changes the whole expression's sign and does not produce a difference of squares.

Worked example

The problem. Rationalize. (a) \( \dfrac{6}{\sqrt{3}} \). (b) \( \dfrac{5}{3 - \sqrt{2}} \). (c) \( \dfrac{\sqrt{5} + 1}{\sqrt{5} - 1} \). (d) Explain why the conjugate works.

Step one: multiply for (a). \( \dfrac{6}{\sqrt{3}} \cdot \dfrac{\sqrt{3}}{\sqrt{3}} = \dfrac{6\sqrt{3}}{3} \). The denominator became \( \sqrt{3} \cdot \sqrt{3} = 3 \).

Step two: reduce and check (a). \( \dfrac{6\sqrt{3}}{3} = 2\sqrt{3} \). Check: \( \dfrac{6}{1.7321} \approx 3.4641 \), and \( 2 \times 1.7321 = 3.4641 \). Correct.

Step three: identify the conjugate for (b). The denominator is \( 3 - \sqrt{2} \), so its conjugate is \( 3 + \sqrt{2} \). \( \dfrac{5}{3 - \sqrt{2}} \cdot \dfrac{3 + \sqrt{2}}{3 + \sqrt{2}} \).

Step four: compute both parts of (b). Denominator: \( (3 - \sqrt{2})(3 + \sqrt{2}) = 9 - 2 = 7 \), by the difference of squares. Numerator: \( 5(3 + \sqrt{2}) = 15 + 5\sqrt{2} \). Answer: \( \dfrac{15 + 5\sqrt{2}}{7} \). Check: \( \dfrac{5}{3 - 1.4142} = \dfrac{5}{1.5858} \approx 3.1530 \), and \( \dfrac{15 + 7.0711}{7} = \dfrac{22.0711}{7} \approx 3.1530 \). Correct. Note that the numerator does not reduce with the 7, since 15 and 5 do not share a factor with 7.

Step five: set up (c). The conjugate of \( \sqrt{5} - 1 \) is \( \sqrt{5} + 1 \). \( \dfrac{\sqrt{5} + 1}{\sqrt{5} - 1} \cdot \dfrac{\sqrt{5} + 1}{\sqrt{5} + 1} \).

Step six: expand the numerator of (c). It is a square: \( (\sqrt{5} + 1)^2 = 5 + 2\sqrt{5} + 1 = 6 + 2\sqrt{5} \).

Step seven: finish (c). Denominator: \( (\sqrt{5} - 1)(\sqrt{5} + 1) = 5 - 1 = 4 \). \( \dfrac{6 + 2\sqrt{5}}{4} = \dfrac{2(3 + \sqrt{5})}{4} = \dfrac{3 + \sqrt{5}}{2} \), reducing by the common factor 2. Check: \( \dfrac{2.2361 + 1}{2.2361 - 1} = \dfrac{3.2361}{1.2361} \approx 2.6180 \), and \( \dfrac{3 + 2.2361}{2} = \dfrac{5.2361}{2} \approx 2.6180 \). Correct. The reduction was legitimate because the 2 divided both terms of the numerator, not just one.

Step eight: answer (d). The product of conjugates is a difference of squares: \( (a + b)(a - b) = a^2 - ab + ab - b^2 = a^2 - b^2 \). The two cross terms cancel because they are opposites, which is the whole mechanism. Why that removes the radical. Squaring a square root produces a rational number, so if \( a \) and \( b \) are each rational or a square root, then \( a^2 - b^2 \) is rational. The radical is eliminated by being squared. The identical move in lesson 2.5. For complex numbers, \( (a + bi)(a - bi) = a^2 + b^2 \), a real number. The mechanism is the same cancellation of cross terms, and the sign differs only because \( i^2 = -1 \) rather than a positive square. What it does not do. The conjugate clears a two-term denominator containing square roots. A denominator with a cube root, such as \( 1 + \sqrt[3]{2} \), needs a different multiplier, built from the sum-of-cubes factorization rather than the difference of squares. Why rationalize at all. The convention predates calculators, when dividing by a whole number was far easier than dividing by a decimal approximation of an irrational one. It persists because it produces a canonical form, so two people simplifying the same expression get the same answer and can compare them.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Rationalize \( \dfrac{1}{\sqrt{2}} \).
    Show the full solution

    \( \frac{\sqrt{2}}{2} \)

  2. Rationalize \( \dfrac{4}{\sqrt{5}} \).
    Show the full solution

    \( \frac{4\sqrt{5}}{5} \)

  3. Give the conjugate of \( 2 + \sqrt{7} \).
    Show the full solution

    \( 2 - \sqrt{7} \)

  4. Compute \( (4 - \sqrt{3})(4 + \sqrt{3}) \).
    Show the full solution

    \( 16 - 3 \). 13

  5. Rationalize \( \dfrac{3}{\sqrt{12}} \).
    Show the full solution

    Simplify first: \( \sqrt{12} = 2\sqrt{3} \), so the expression is \( \dfrac{3}{2\sqrt{3}} \). Multiply by \( \dfrac{\sqrt{3}}{\sqrt{3}} \): \( \dfrac{3\sqrt{3}}{6} = \dfrac{\sqrt{3}}{2} \). \( \frac{\sqrt{3}}{2} \)

  6. Rationalize \( \dfrac{2}{\sqrt{5} + 1} \).
    Show the full solution

    Multiply by the conjugate \( \sqrt{5} - 1 \): Denominator: \( 5 - 1 = 4 \). Numerator: \( 2(\sqrt{5} - 1) = 2\sqrt{5} - 2 \). \( \dfrac{2\sqrt{5} - 2}{4} = \dfrac{2(\sqrt{5} - 1)}{4} = \dfrac{\sqrt{5} - 1}{2} \). Check: \( \dfrac{2}{3.2361} \approx 0.6180 \), and \( \dfrac{2.2361 - 1}{2} = 0.6180 \). Correct. \( \frac{\sqrt{5} - 1}{2} \)

  7. Rationalize \( \dfrac{\sqrt{3}}{\sqrt{6} - \sqrt{3}} \).
    Show the full solution

    Conjugate: \( \sqrt{6} + \sqrt{3} \). Denominator: \( 6 - 3 = 3 \). Numerator: \( \sqrt{3}(\sqrt{6} + \sqrt{3}) = \sqrt{18} + 3 = 3\sqrt{2} + 3 \). \( \dfrac{3\sqrt{2} + 3}{3} = \dfrac{3(\sqrt{2} + 1)}{3} = \sqrt{2} + 1 \). Check: \( \dfrac{1.7321}{2.4495 - 1.7321} = \dfrac{1.7321}{0.7174} \approx 2.4143 \), and \( 1.4142 + 1 = 2.4142 \). Correct. \( \sqrt{2} + 1 \)

  8. Rationalize \( \dfrac{1}{\sqrt[3]{4}} \).
    Show the full solution

    The square-root trick does not apply. Multiplying by \( \sqrt[3]{4} \) gives \( \sqrt[3]{16} \) underneath, which is still a radical. Find what completes the cube. \( 4 = 2^2 \), so \( \sqrt[3]{4} = \sqrt[3]{2^2} = 2^{2/3} \). Multiplying by \( 2^{1/3} \) gives \( 2^{3/3} = 2 \), a whole number. And \( 2^{1/3} = \sqrt[3]{2} \). Multiply top and bottom by \( \sqrt[3]{2} \): \( \dfrac{\sqrt[3]{2}}{\sqrt[3]{4} \cdot \sqrt[3]{2}} = \dfrac{\sqrt[3]{2}}{\sqrt[3]{8}} = \dfrac{\sqrt[3]{2}}{2} \). Check: \( \dfrac{1}{1.5874} \approx 0.6300 \), and \( \dfrac{1.2599}{2} = 0.6300 \). Correct. The general rule: for \( \sqrt[n]{a^m} \) in a denominator, multiply by \( \sqrt[n]{a^{n-m}} \) so the exponents sum to \( n \). \( \frac{\sqrt[3]{2}}{2} \)

  9. Explain why rationalizing does not change the value of an expression.
    Show the full solution

    Every step multiplies the expression by a fraction whose numerator and denominator are identical, which is multiplication by 1. Multiplying by 1 leaves a value unchanged. Written out. \( \dfrac{A}{B} = \dfrac{A}{B} \cdot 1 = \dfrac{A}{B} \cdot \dfrac{k}{k} = \dfrac{Ak}{Bk} \), valid for any \( k \ne 0 \). The multiplier is chosen so that \( Bk \) is rational, but any nonzero \( k \) would preserve the value; the choice is about the form, not the number. The one condition. The multiplier must be nonzero. A conjugate \( a - b \) is zero only when \( a = b \), which would mean the original denominator was also zero and the expression was undefined to begin with. So the condition is automatically satisfied whenever the expression makes sense. Confirmed numerically throughout. Every worked example in this lesson checked the decimal value before and after, and they matched each time. That is not a coincidence but a consequence of multiplying by 1. What changes and what does not. The appearance changes, the value does not. \( \dfrac{1}{\sqrt{2}} \) and \( \dfrac{\sqrt{2}}{2} \) are the same number, approximately 0.7071, written two ways. Neither is more correct; the second is the conventional form. It multiplies by \( \frac{k}{k} \), which equals 1, so only the form changes

  10. Rationalize \( \dfrac{\sqrt{x} + \sqrt{y}}{\sqrt{x} - \sqrt{y}} \) for positive \( x \) and \( y \) with \( x \ne y \), and verify at \( x = 9 \), \( y = 4 \).
    Show the full solution

    Multiply by the conjugate \( \sqrt{x} + \sqrt{y} \). \( \dfrac{\sqrt{x} + \sqrt{y}}{\sqrt{x} - \sqrt{y}} \cdot \dfrac{\sqrt{x} + \sqrt{y}}{\sqrt{x} + \sqrt{y}} \). Denominator. \( (\sqrt{x} - \sqrt{y})(\sqrt{x} + \sqrt{y}) = x - y \), a difference of squares with both radicals eliminated. Numerator. \( (\sqrt{x} + \sqrt{y})^2 = x + 2\sqrt{xy} + y \). The answer. \( \dfrac{x + y + 2\sqrt{xy}}{x - y} \). Why \( x \ne y \) was required. If \( x = y \) the denominator of the original is zero, so the expression is undefined. The condition was stated in the problem and the answer's denominator \( x - y \) shows why. Verify at \( x = 9 \), \( y = 4 \). Original: \( \dfrac{3 + 2}{3 - 2} = \dfrac{5}{1} = 5 \). Answer: \( \dfrac{9 + 4 + 2\sqrt{36}}{9 - 4} = \dfrac{13 + 12}{5} = \dfrac{25}{5} = 5 \). Agrees. Verify at \( x = 16 \), \( y = 1 \). Original: \( \dfrac{4 + 1}{4 - 1} = \dfrac{5}{3} \approx 1.6667 \). Answer: \( \dfrac{16 + 1 + 2\sqrt{16}}{16 - 1} = \dfrac{17 + 8}{15} = \dfrac{25}{15} = \dfrac{5}{3} \). Agrees. Verify at \( x = 2 \), \( y = 1 \), where the roots are irrational. Original: \( \dfrac{1.41421 + 1}{1.41421 - 1} = \dfrac{2.41421}{0.41421} \approx 5.8284 \). Answer: \( \dfrac{2 + 1 + 2\sqrt{2}}{2 - 1} = 3 + 2(1.41421) = 5.8284 \). Agrees. A structural observation. Note that \( \sqrt{xy} \) survives in the numerator. Rationalizing removes radicals from the denominator only; it makes no promise about the numerator, and here a new radical appeared there. That is normal and is not a failure of the method. The pattern. The answer has the form \( \dfrac{(\sqrt{x} + \sqrt{y})^2}{x - y} \), which is worth recognizing: whenever a fraction's numerator and denominator are conjugates, the rationalized form is the numerator squared over the difference of the squares. \( \frac{x + y + 2\sqrt{xy}}{x - y} \)

Lesson 5.5 · Unit 5 · A-REI.2

Squaring both sides, and the roots that squaring invents

Squaring is not reversible, so an equation obtained by squaring can have solutions the original did not. This is the same phenomenon as in lesson 4.5, arriving through a different door, and the check is again mandatory rather than advisory.

The method
  1. Isolate the radical on one side before squaring.
  2. Square both sides, squaring each side as a whole rather than term by term.
  3. If a radical remains, isolate and square again.
  4. Solve the resulting polynomial equation.
  5. Check every candidate in the original equation. This step is not optional.
  6. A candidate making a radicand negative is rejected, as is one making the two sides unequal in sign.
  7. Odd-index radicals produce no extraneous roots, since cubing is one-to-one.
  8. The answer may be no solution.

Where students lose marks: squaring term by term. The equation \( \sqrt{x} + 1 = 5 \) does not become \( x + 1 = 25 \). Isolate first, giving \( \sqrt{x} = 4 \), then square to get \( x = 16 \). Squaring a sum requires the full binomial expansion.

Worked example

The problem. (a) Solve \( \sqrt{2x + 5} = x + 1 \). (b) Solve \( \sqrt{x + 7} - \sqrt{x} = 1 \). (c) Solve \( \sqrt[3]{2x - 1} = 3 \). (d) Explain why squaring creates extraneous roots but cubing does not.

Step one: square both sides of (a). The radical is already isolated. \( \left( \sqrt{2x + 5} \right)^2 = (x + 1)^2 \). \( 2x + 5 = x^2 + 2x + 1 \). The right side needed the full expansion; writing \( x^2 + 1 \) would be the linearity error.

Step two: solve (a). Subtract \( 2x \) from both sides: \( 5 = x^2 + 1 \). \( x^2 = 4 \), so \( x = 2 \) or \( x = -2 \).

Step three: check both candidates in (a). At \( x = 2 \): left side \( \sqrt{4 + 5} = \sqrt{9} = 3 \); right side \( 2 + 1 = 3 \). Equal. Genuine. At \( x = -2 \): left side \( \sqrt{-4 + 5} = \sqrt{1} = 1 \); right side \( -2 + 1 = -1 \). \( 1 \ne -1 \). Extraneous. Only \( x = 2 \) solves the equation.

Step four: note why \( x = -2 \) appeared. The radicand was fine there, so the rejection was not about the domain. The problem was the sign: the left side is a principal square root and therefore nonnegative, while the right side was negative. Squaring erased that distinction, since \( 1^2 = (-1)^2 \). That is a second kind of extraneous root, distinct from the domain violations of lesson 4.5, and it is why the check must compare the two sides rather than only test the domain.

Step five: isolate before squaring in (b). \( \sqrt{x + 7} = 1 + \sqrt{x} \). Squaring with both radicals on the same side would leave a cross term and make no progress.

Step six: square and simplify (b). \( x + 7 = (1 + \sqrt{x})^2 = 1 + 2\sqrt{x} + x \). Subtract \( x \) and 1: \( 6 = 2\sqrt{x} \), so \( \sqrt{x} = 3 \). Square again: \( x = 9 \).

Step seven: check (b). \( \sqrt{9 + 7} - \sqrt{9} = \sqrt{16} - 3 = 4 - 3 = 1 \). Correct. The solution is \( x = 9 \). Note that one squaring reduced two radicals to one, and the second squaring finished the job. Equations with two radicals generally need two rounds.

Step eight: solve (c) and answer (d). For (c), cube both sides: \( 2x - 1 = 27 \), so \( 2x = 28 \) and \( x = 14 \). Check: \( \sqrt[3]{28 - 1} = \sqrt[3]{27} = 3 \). Correct. Why no extraneous root appeared. Squaring is not one-to-one: both 3 and \( -3 \) square to 9, so \( A^2 = B^2 \) permits \( A = -B \) as well as \( A = B \). The squared equation is satisfied by more values than the original. Cubing is one-to-one: \( A^3 = B^3 \) forces \( A = B \), because the cubing function is strictly increasing and never repeats a value. So cubing is reversible and adds nothing. The general rule. Raising both sides to an even power can create extraneous roots; raising to an odd power cannot. It is the same parity distinction that governs domains, absolute values and inverses throughout this unit. The practical consequence. Checking is still worth doing after cubing, because arithmetic errors are always possible. But a candidate that survives the algebra after an odd-power step is guaranteed to be genuine, which is not true after squaring.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Check every candidate.

  1. Solve \( \sqrt{x} = 6 \).
    Show the full solution

    \( x = 36 \)

  2. Solve \( \sqrt{x - 3} = 4 \).
    Show the full solution

    \( x - 3 = 16 \). \( x = 19 \)

  3. Solve \( \sqrt{x} + 2 = 7 \).
    Show the full solution

    Isolate first: \( \sqrt{x} = 5 \). \( x = 25 \)

  4. Solve \( \sqrt[3]{x} = -2 \).
    Show the full solution

    Cube both sides. An odd root accepts a negative value. \( x = -8 \)

  5. Solve \( \sqrt{x} = -3 \).
    Show the full solution

    A principal square root is never negative. No solution

  6. Solve \( \sqrt{3x + 1} = x - 1 \).
    Show the full solution

    Square: \( 3x + 1 = x^2 - 2x + 1 \). \( 0 = x^2 - 5x = x(x - 5) \). Candidates: \( x = 0 \) and \( x = 5 \). Check \( x = 0 \): left \( \sqrt{1} = 1 \); right \( -1 \). Not equal. Extraneous. Check \( x = 5 \): left \( \sqrt{16} = 4 \); right \( 4 \). Equal. Genuine. \( x = 5 \) only

  7. Solve \( \sqrt{x + 5} = \sqrt{2x - 1} \).
    Show the full solution

    Square both sides: \( x + 5 = 2x - 1 \). \( 6 = x \). Check: left \( \sqrt{11} \approx 3.3166 \); right \( \sqrt{11} \approx 3.3166 \). Equal. Genuine. Both radicands are positive at \( x = 6 \), so the domain is satisfied. \( x = 6 \)

  8. Solve \( \sqrt{x + 4} + 2 = x \).
    Show the full solution

    Isolate: \( \sqrt{x + 4} = x - 2 \). Square: \( x + 4 = x^2 - 4x + 4 \). \( 0 = x^2 - 5x = x(x - 5) \). Candidates: \( x = 0 \) and \( x = 5 \). Check \( x = 0 \): \( \sqrt{4} + 2 = 2 + 2 = 4 \), but \( x = 0 \). Not equal. Extraneous. Check \( x = 5 \): \( \sqrt{9} + 2 = 3 + 2 = 5 \), and \( x = 5 \). Equal. Genuine. \( x = 5 \) only

  9. Explain why the check must compare both sides rather than only test the domain.
    Show the full solution

    There are two distinct ways a candidate can fail, and a domain test catches only one. Failure one: the radicand goes negative. A candidate making \( x - 3 \) negative in \( \sqrt{x - 3} \) is outside the equation's domain, so it cannot be a solution. A domain test catches this. Failure two: the signs disagree. A principal square root is nonnegative, so an equation \( \sqrt{A} = B \) requires \( B \ge 0 \). A candidate making \( B \) negative fails even though every radicand is perfectly legal. In the worked example, \( x = -2 \) gave a radicand of 1, entirely within the domain, but made the right side \( -1 \). A domain test would have passed it. Why squaring hides the second failure. Squaring maps \( 1 \) and \( -1 \) to the same value, so the squared equation cannot distinguish them. The information about sign is destroyed by the operation and can only be recovered by returning to the original. The reliable procedure. Substitute each candidate into the original equation and evaluate both sides independently. If they are equal, the candidate is genuine. That single test catches both failure modes without needing to classify them. A domain test misses candidates whose radicands are legal but whose two sides have opposite signs

  10. Solve \( \sqrt{2x + 3} - \sqrt{x - 2} = 2 \), checking every candidate.
    Show the full solution

    Note the domain first. Both radicands must be nonnegative: \( 2x + 3 \ge 0 \) gives \( x \ge -\dfrac{3}{2} \), and \( x - 2 \ge 0 \) gives \( x \ge 2 \). The binding condition is \( x \ge 2 \). Isolate one radical. \( \sqrt{2x + 3} = 2 + \sqrt{x - 2} \). Square both sides. Left: \( 2x + 3 \). Right: \( (2 + \sqrt{x-2})^2 = 4 + 4\sqrt{x - 2} + (x - 2) = x + 2 + 4\sqrt{x - 2} \). So \( 2x + 3 = x + 2 + 4\sqrt{x - 2} \). Isolate the remaining radical. \( x + 1 = 4\sqrt{x - 2} \). Square again. \( (x + 1)^2 = 16(x - 2) \). \( x^2 + 2x + 1 = 16x - 32 \). \( x^2 - 14x + 33 = 0 \). Solve. Two numbers multiplying to 33 and adding to \( -14 \) are \( -3 \) and \( -11 \): \( (x - 3)(x - 11) = 0 \). Candidates: \( x = 3 \) and \( x = 11 \). Both are in the domain \( x \ge 2 \), so the domain test passes both and the substitution check is essential. Check \( x = 3 \). \( \sqrt{6 + 3} - \sqrt{3 - 2} = \sqrt{9} - \sqrt{1} = 3 - 1 = 2 \). Correct. Genuine. Check \( x = 11 \). \( \sqrt{22 + 3} - \sqrt{11 - 2} = \sqrt{25} - \sqrt{9} = 5 - 3 = 2 \). Correct. Genuine. Both candidates survive, so the equation has two solutions. Why this one behaved well. At the intermediate step \( x + 1 = 4\sqrt{x - 2} \), the left side must be nonnegative for a solution to exist, requiring \( x \ge -1 \). Both candidates satisfy that comfortably, which is why neither was rejected on sign grounds. Contrast with the worked example. There the intermediate equation was \( \sqrt{2x + 5} = x + 1 \), and \( x = -2 \) made the right side negative. Checking the sign condition at each isolation step predicts which candidates will fail, though substituting into the original remains the definitive test. A verification of the algebra. The sum of the roots should be \( -\dfrac{b}{a} = 14 \), and \( 3 + 11 = 14 \). The product should be 33, and \( 3 \times 11 = 33 \). Both correct. \( x = 3 \) and \( x = 11 \), both genuine

Lesson 5.6 · Unit 5 · F-IF.7b

Two parent graphs, transformed the usual way

The square root and cube root functions are two of the nine parents from lesson 1.2, and the four transformations apply to them unchanged. The only new work is tracking the domain, which the even root restricts and the odd root does not.

The method
  1. \( y = \sqrt{x} \) starts at the origin and rises to the right, with domain \( x \ge 0 \) and range \( y \ge 0 \).
  2. \( y = \sqrt[3]{x} \) passes through the origin and extends both ways, with domain and range all reals.
  3. The general form is \( y = a\sqrt[n]{b(x - h)} + k \), with the same four transformations as lesson 1.3.
  4. For a square root, the starting point is at \( (h, k) \), where the radicand is zero.
  5. Find the domain by setting the radicand at least zero for an even index.
  6. The range follows from the starting point and the sign of \( a \): \( y \ge k \) if \( a \gt 0 \), and \( y \le k \) if \( a \lt 0 \).
  7. A cube root has no restriction, so its domain and range stay all reals.
  8. Plot the starting point and one or two convenient values where the radicand is a perfect power.

Where students lose marks: giving a cube root function a restricted domain by analogy with the square root. \( y = \sqrt[3]{x - 5} \) is defined for every real \( x \), including values making the radicand negative, because odd roots of negatives exist.

Worked example

The problem. For each, give the transformations, domain, range and two points. (a) \( y = \sqrt{x - 2} + 3 \). (b) \( y = -2\sqrt{x + 4} \). (c) \( y = \sqrt[3]{x + 1} - 2 \). (d) Explain why the square root graph is only half a sideways parabola.

Step one: read the transformations in (a). Comparing with \( a\sqrt{x - h} + k \): \( a = 1 \), \( h = 2 \), \( k = 3 \). Right 2 and up 3, with no reflection or stretch.

Step two: give the domain, range and points for (a). Radicand nonnegative: \( x - 2 \ge 0 \), so \( x \ge 2 \). Starting point: where the radicand is zero, at \( x = 2 \), giving \( y = 0 + 3 = 3 \). The point \( (2, 3) \). Range: \( y \ge 3 \), since the radical contributes only nonnegative amounts. A second point: at \( x = 6 \) the radicand is 4, so \( y = 2 + 3 = 5 \), giving \( (6, 5) \). Choosing \( x \) to make the radicand a perfect square keeps the arithmetic exact.

Step three: read (b). \( a = -2 \), \( h = -4 \), \( k = 0 \). Left 4, reflected in the \( x \)-axis, stretched vertically by 2.

Step four: give the details for (b). Domain: \( x + 4 \ge 0 \), so \( x \ge -4 \). Starting point: \( (-4, 0) \). Range: since \( a \) is negative, the graph goes downward from the start, so \( y \le 0 \). A second point: at \( x = 0 \) the radicand is 4, so \( y = -2(2) = -4 \), giving \( (0, -4) \). Check the reflection: without the negative, \( x = 0 \) would give \( +4 \). The graph is the mirror image below the axis. Correct.

Step five: read (c). \( a = 1 \), \( h = -1 \), \( k = -2 \), with index 3. Left 1 and down 2.

Step six: give the details for (c). Domain: all real numbers, since a cube root accepts any radicand. Range: all real numbers, for the same reason. The point where the radicand is zero is \( (-1, -2) \), which is the inflection point rather than a starting point, since the graph continues on both sides. Two more points: at \( x = 7 \) the radicand is 8, so \( y = 2 - 2 = 0 \), giving \( (7, 0) \). At \( x = -9 \) the radicand is \( -8 \), so \( y = -2 - 2 = -4 \), giving \( (-9, -4) \). That second point exists only because the cube root accepts a negative, which is the whole difference from part (a).

Step seven: begin (d). Consider the relation \( x = y^2 \), a parabola opening to the right. Solving for \( y \) gives \( y = \pm\sqrt{x} \), two values for every positive \( x \). That fails the vertical line test, so \( x = y^2 \) is not a function.

Step eight: finish (d). The radical symbol denotes the principal root, defined to be the nonnegative one, so \( y = \sqrt{x} \) takes only the upper branch. The lower branch is \( y = -\sqrt{x} \), a separate function. Why the convention exists. Without it, \( \sqrt{9} \) would have two values and the symbol could not be used in a formula. Choosing one value makes the square root a function, at the cost of losing half the parabola. The connection to inverses. Lesson 5.7 shows that this is exactly the restriction needed to make \( x^2 \) invertible. The square root is the inverse of \( x^2 \) restricted to \( x \ge 0 \), and the missing lower branch is the inverse of the other half. The contrast with the cube root. \( x = y^3 \) already passes the vertical line test, since each \( x \) has exactly one real cube root. No branch has to be discarded, which is why \( \sqrt[3]{x} \) is the full inverse of \( x^3 \) with no restriction anywhere.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the domain of \( y = \sqrt{x - 7} \).
    Show the full solution

    \( x \ge 7 \)

  2. Give the domain of \( y = \sqrt[3]{x - 7} \).
    Show the full solution

    Odd index, no restriction. All reals

  3. Give the starting point of \( y = \sqrt{x + 3} \).
    Show the full solution

    Radicand zero at \( x = -3 \). \( (-3, 0) \)

  4. Give the range of \( y = \sqrt{x} + 5 \).
    Show the full solution

    \( y \ge 5 \)

  5. Does \( y = -\sqrt{x} \) open upward or downward from its start?
    Show the full solution

    Downward

  6. Give the domain, range and starting point of \( y = 3\sqrt{2x - 6} + 1 \).
    Show the full solution

    Factor the radicand: \( 2x - 6 = 2(x - 3) \), so \( h = 3 \). Domain: \( 2x - 6 \ge 0 \), giving \( x \ge 3 \). Starting point: at \( x = 3 \) the radicand is 0, so \( y = 1 \). The point \( (3, 1) \). Range: \( a = 3 \) is positive, so \( y \ge 1 \). Check a second point: at \( x = 5 \) the radicand is 4, so \( y = 3(2) + 1 = 7 \). The point \( (5, 7) \). Domain \( x \ge 3 \), range \( y \ge 1 \), start \( (3, 1) \)

  7. Give the domain and range of \( y = -\sqrt{5 - x} \).
    Show the full solution

    Radicand nonnegative: \( 5 - x \ge 0 \), so \( x \le 5 \). The domain runs to the left, because the variable has a negative coefficient inside the radical. That is a horizontal reflection. Starting point: at \( x = 5 \) the radicand is 0, so \( y = 0 \). The point \( (5, 0) \). Range: the outside negative makes every value nonpositive, so \( y \le 0 \). Check: at \( x = 1 \) the radicand is 4, so \( y = -2 \). The point \( (1, -2) \), which is left of the start and below the axis. Consistent. Domain \( x \le 5 \), range \( y \le 0 \)

  8. Write the equation of \( y = \sqrt{x} \) reflected in the \( x \)-axis, shifted 2 left and 5 up, and give its range.
    Show the full solution

    Reflection in the \( x \)-axis: \( a = -1 \). Left 2: \( h = -2 \). Up 5: \( k = 5 \). \( y = -\sqrt{x + 2} + 5 \). Domain: \( x \ge -2 \). Starting point: \( (-2, 5) \). Range: the reflection sends the graph downward from the start, so \( y \le 5 \). Check at \( x = 2 \): radicand 4, so \( y = -2 + 5 = 3 \), which is below 5. Consistent. Check at \( x = 7 \): radicand 9, so \( y = -3 + 5 = 2 \). Still falling. Correct. \( y = -\sqrt{x+2} + 5 \), range \( y \le 5 \)

  9. Explain why the graph of a square root function has a definite endpoint but a cube root function does not.
    Show the full solution

    The endpoint is where the domain stops, and the domain stops because of the even index. Square root. The radicand must be nonnegative, so there is a smallest permitted value of \( x \), the one making the radicand exactly zero. At that point the function is defined and takes the value \( k \), and for smaller \( x \) it is not defined at all. So the graph begins abruptly at \( (h, k) \) and does not continue leftward. Cube root. Every real number has a real cube root, so no value of \( x \) is forbidden. The point where the radicand is zero is not an endpoint but an ordinary interior point, and the graph passes through it and continues. What happens at that point instead. For the cube root, the point where the radicand vanishes is an inflection point: the curve flattens there and changes its direction of bending, but it does not stop or turn back. The shape consequence. A square root graph is half of a sideways parabola. A cube root graph is a full sideways cubic, stretching to infinity in both directions, because the cubic \( x = y^3 \) already passes the vertical line test and needs no branch removed. The general rule. Even index means a restricted domain and an endpoint; odd index means an unrestricted domain and no endpoint. It is the same parity distinction that governs absolute values in lesson 5.2 and extraneous roots in lesson 5.5. An even radicand must be nonnegative, creating a smallest permitted \( x \); an odd root accepts every real number

  10. A pendulum's period in seconds is \( T = 2\pi\sqrt{\dfrac{L}{9.8}} \) with \( L \) in meters. Find the period of a 1 m pendulum, the length giving a 2-second period, and describe how the graph behaves.
    Show the full solution

    Find the period at \( L = 1 \). \( T = 2\pi\sqrt{\dfrac{1}{9.8}} = 2\pi\sqrt{0.10204} \). \( \sqrt{0.10204} \approx 0.31944 \). \( T \approx 2\pi(0.31944) \approx 6.28319 \times 0.31944 \approx 2.007 \) seconds. Find the length for a 2-second period. \( 2 = 2\pi\sqrt{\dfrac{L}{9.8}} \). Divide by \( 2\pi \): \( \sqrt{\dfrac{L}{9.8}} = \dfrac{1}{\pi} \approx 0.31831 \). Square both sides: \( \dfrac{L}{9.8} = \dfrac{1}{\pi^2} \approx 0.101321 \). \( L = 9.8 \times 0.101321 \approx 0.9929 \) meters. Check by substituting back. \( T = 2\pi\sqrt{\dfrac{0.9929}{9.8}} = 2\pi\sqrt{0.101317} \approx 2\pi(0.31831) = 2.000 \) seconds. Correct. Was squaring safe here? Yes. Both sides were positive before squaring, a period and a square root, so no sign information was lost and no extraneous root could appear. The check confirms it. Describe the graph. Writing \( T = \dfrac{2\pi}{\sqrt{9.8}}\sqrt{L} \approx 2.006\sqrt{L} \), it is the square root parent stretched vertically by about 2.006, with no shift. Domain: \( L \ge 0 \), and physically \( L \gt 0 \), since a pendulum of zero length is not a pendulum. Starting point: the origin, approached as the length shrinks. The behavior worth noticing. The graph rises steeply at first and then flattens. Going from 0.25 m to 1 m, a fourfold increase in length, only doubles the period, from about 1.00 s to about 2.01 s. Quadrupling the length doubles the period, because the relationship is a square root. Verify: \( T(0.25) \approx 2.006\sqrt{0.25} = 2.006(0.5) \approx 1.003 \) s. And \( T(4) \approx 2.006(2) = 4.01 \) s. So 1 m gives 2 s, 4 m gives 4 s. Confirmed. Why this matters historically. The near-coincidence that a 1 m pendulum has a period very close to 2 seconds, so that each swing takes about 1 second, made the pendulum the basis of accurate clocks for nearly three centuries. The flattening of the curve also means a small error in length causes an even smaller proportional error in period, which is what made such clocks reliable. What the model assumes. The formula holds for small swings; for large amplitudes the true period is longer, and the square root relationship is only an approximation. It also assumes no air resistance and a massless string. About 2.007 s for 1 m; about 0.993 m for a 2-second period

Lesson 5.7 · Unit 5 · F-BF.4

Why the square root needs a restriction and the cube root does not

This lesson closes the unit by connecting it to lesson 1.7. Roots are inverses of powers, and everything that has been said about domains, absolute values and extraneous roots follows from a single question: is the power function one-to-one?

The method
  1. \( f(x) = x^n \) for odd \( n \) is one-to-one on all reals, so it has an inverse without restriction.
  2. Its inverse is \( f^{-1}(x) = \sqrt[n]{x} \), with domain and range all reals.
  3. \( f(x) = x^n \) for even \( n \) is not one-to-one, since \( c \) and \( -c \) share an output.
  4. Restricting to \( x \ge 0 \) makes it one-to-one, and the inverse is then \( \sqrt[n]{x} \).
  5. So \( \sqrt{x} \) is the inverse of \( x^2 \) on \( x \ge 0 \) only, and its own domain and range are \( x \ge 0 \) and \( y \ge 0 \).
  6. \( \left( \sqrt{x} \right)^2 = x \) for \( x \ge 0 \), the composition in one order.
  7. \( \sqrt{x^2} = \left| x \right| \) for all \( x \), the composition in the other order, and the absolute value is the trace of the restriction.
  8. For odd \( n \) both compositions give \( x \) with no qualification.

Where students lose marks: claiming both compositions give \( x \) for square roots. \( \left( \sqrt{x} \right)^2 = x \) needs \( x \ge 0 \) merely to be defined, while \( \sqrt{x^2} = \left| x \right| \) differs from \( x \) for every negative \( x \). The two orders are genuinely different.

Worked example

The problem. (a) Show that \( f(x) = x^3 + 2 \) and \( g(x) = \sqrt[3]{x - 2} \) are inverses. (b) Explain why \( f(x) = x^2 \) has no inverse on all reals, and give the two possible restricted inverses. (c) Evaluate \( \sqrt{x^2} \) and \( \left( \sqrt{x} \right)^2 \) at \( x = 4 \) and \( x = -4 \). (d) Explain how this lesson accounts for the extraneous roots of lesson 5.5.

Step one: compose one way for (a). \( g(f(x)) = \sqrt[3]{(x^3 + 2) - 2} = \sqrt[3]{x^3} = x \). No absolute value appeared, because the index is odd.

Step two: compose the other way. \( f(g(x)) = \left( \sqrt[3]{x - 2} \right)^3 + 2 = (x - 2) + 2 = x \). Both compositions give the identity on all reals, so the functions are inverses with no restriction needed. Numerical check: \( f(2) = 10 \) and \( g(10) = \sqrt[3]{8} = 2 \). Round trip closed. Another: \( f(-3) = -25 \) and \( g(-25) = \sqrt[3]{-27} = -3 \). Closed, and this one uses a negative input that a square root could not have handled.

Step three: answer the first part of (b). \( f(x) = x^2 \) sends both 3 and \( -3 \) to 9. An inverse would have to send 9 back to a single value, and there are two candidates with no rule to choose between them. The horizontal line \( y = 9 \) meets the graph twice, so the horizontal line test fails and no inverse function exists on all reals.

Step four: give the two restricted inverses. Restricting to \( x \ge 0 \) keeps the right half of the parabola, which is one-to-one. Its inverse is \( \sqrt{x} \), with domain \( x \ge 0 \) and range \( y \ge 0 \). Restricting to \( x \le 0 \) keeps the left half, also one-to-one. Its inverse is \( -\sqrt{x} \), with domain \( x \ge 0 \) and range \( y \le 0 \). Check the second: if \( f(-3) = 9 \), then the inverse should return \( -3 \), and \( -\sqrt{9} = -3 \). Correct. The choice of the nonnegative branch is a convention, adopted so that \( \sqrt{9} \) has one agreed meaning, and the other branch is equally valid mathematically.

Step five: evaluate (c) at \( x = 4 \). \( \sqrt{4^2} = \sqrt{16} = 4 \). \( \left( \sqrt{4} \right)^2 = 2^2 = 4 \). Both give 4, so for a nonnegative input the two orders agree.

Step six: evaluate (c) at \( x = -4 \). \( \sqrt{(-4)^2} = \sqrt{16} = 4 \). The answer is \( +4 \), not \( -4 \), which is \( \left| -4 \right| \). \( \left( \sqrt{-4} \right)^2 \) is not defined over the reals, since \( \sqrt{-4} \) is not real. So at a negative input, one order gives the absolute value and the other gives nothing at all. The two compositions are genuinely different functions.

Step seven: state the general pattern. \( \left( \sqrt{x} \right)^2 = x \), with domain \( x \ge 0 \). Squaring undoes the root wherever the root exists. \( \sqrt{x^2} = \left| x \right| \), with domain all reals. The root does not undo the squaring for negative inputs, because the squaring destroyed the sign. For odd indices neither complication arises: \( \left( \sqrt[3]{x} \right)^3 = x \) and \( \sqrt[3]{x^3} = x \), both on all reals.

Step eight: answer (d). Solving a radical equation by squaring replaces \( \sqrt{A} = B \) with \( A = B^2 \). That step applies the squaring function to both sides, and squaring is not one-to-one. Because it is not one-to-one, it collapses \( B \) and \( -B \) to the same value. The squared equation therefore cannot tell whether the original right side was positive or negative, and it accepts solutions of both kinds. The ones where \( B \) was negative are the extraneous roots. Confirming with the lesson 5.5 example. There, \( \sqrt{2x+5} = x+1 \) produced \( x = -2 \), where the right side was \( -1 \). Squaring had mapped \( -1 \) to \( 1 \), matching the left side's value of 1, so the squared equation was satisfied while the original was not. Why cubing is safe. Cubing is one-to-one, so \( A^3 = B^3 \) genuinely implies \( A = B \). No information is lost and no false solutions are admitted, which is exactly why lesson 5.5 could report that odd-index equations produce no extraneous roots. The unifying statement for the whole unit. Every complication in units 4 and 5, the absolute value in \( \sqrt{x^2} \), the restricted domain of the square root, the extraneous roots from squaring, and the two branches of the inverse, is a consequence of one fact: even powers are not one-to-one and odd powers are.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the inverse of \( f(x) = x^3 \).
    Show the full solution

    \( \sqrt[3]{x} \)

  2. Give the inverse of \( f(x) = x^2 \) restricted to \( x \ge 0 \).
    Show the full solution

    \( \sqrt{x} \)

  3. Evaluate \( \sqrt{(-7)^2} \).
    Show the full solution

    \( \sqrt{49} \). 7

  4. Evaluate \( \sqrt[3]{(-7)^3} \).
    Show the full solution

    Odd index preserves sign. \( -7 \)

  5. Why does \( x^4 \) need a restricted domain to have an inverse?
    Show the full solution

    It is not one-to-one, since \( c \) and \( -c \) share an output

  6. Find the inverse of \( f(x) = (x - 3)^3 + 1 \) and verify.
    Show the full solution

    Write \( y = (x - 3)^3 + 1 \) and swap: \( x = (y - 3)^3 + 1 \). \( x - 1 = (y - 3)^3 \). Cube root both sides: \( \sqrt[3]{x - 1} = y - 3 \). \( y = \sqrt[3]{x - 1} + 3 \). Verify: \( f(5) = 8 + 1 = 9 \), and \( f^{-1}(9) = \sqrt[3]{8} + 3 = 2 + 3 = 5 \). Round trip closed. Verify with a negative: \( f(1) = (-2)^3 + 1 = -7 \), and \( f^{-1}(-7) = \sqrt[3]{-8} + 3 = -2 + 3 = 1 \). Closed. No restriction is needed, since cubing is one-to-one. \( f^{-1}(x) = \sqrt[3]{x-1} + 3 \)

  7. Find the inverse of \( f(x) = x^2 - 4 \) restricted to \( x \ge 0 \), and state its domain.
    Show the full solution

    Write \( y = x^2 - 4 \) and swap: \( x = y^2 - 4 \). \( y^2 = x + 4 \), so \( y = \pm\sqrt{x + 4} \). Choose the branch matching the restriction. The original was restricted to \( x \ge 0 \), so its outputs became the inverse's inputs and its inputs became the inverse's outputs. The inverse's range must therefore be \( y \ge 0 \), which selects the positive root: \( f^{-1}(x) = \sqrt{x + 4} \). Domain of the inverse. It is the range of the original. With \( x \ge 0 \), the smallest value of \( x^2 - 4 \) is \( -4 \), so the range is \( y \ge -4 \). The inverse's domain is \( x \ge -4 \), which also matches the radicand requirement. Verify: \( f(3) = 5 \), and \( f^{-1}(5) = \sqrt{9} = 3 \). Closed. \( f^{-1}(x) = \sqrt{x+4} \), domain \( x \ge -4 \)

  8. Simplify \( \sqrt[4]{x^4} \) and \( \sqrt[5]{x^5} \), with no assumption on \( x \).
    Show the full solution

    Index 4 is even, so the principal root is nonnegative and the sign cannot be recovered: \( \sqrt[4]{x^4} = \left| x \right| \). Check at \( x = -2 \): \( \sqrt[4]{16} = 2 \), and \( \left| -2 \right| = 2 \). Correct. Writing \( x \) would have given \( -2 \), which is wrong. Index 5 is odd, so the root preserves sign: \( \sqrt[5]{x^5} = x \). Check at \( x = -2 \): \( \sqrt[5]{-32} = -2 \), since \( (-2)^5 = -32 \). And \( x = -2 \). Correct. The rule: even index gives \( \left| x \right| \), odd index gives \( x \). \( \left| x \right| \) and \( x \)

  9. Explain why \( \left( \sqrt{x} \right)^2 \) and \( \sqrt{x^2} \) are different functions.
    Show the full solution

    Two functions are equal only when they have the same domain and the same values, and these differ on both counts. Domains. \( \left( \sqrt{x} \right)^2 \) requires \( \sqrt{x} \) to exist first, so its domain is \( x \ge 0 \). \( \sqrt{x^2} \) has radicand \( x^2 \), which is nonnegative for every real \( x \), so its domain is all reals. Already different. Values. On the shared domain \( x \ge 0 \), both give \( x \), so they agree there. On \( x \lt 0 \), the first is undefined and the second gives \( \left| x \right| \), a positive number. The order of operations explains it. In the first, rooting happens before squaring, so a negative input is rejected at the first step. In the second, squaring happens first and destroys the sign, so every input is accepted and the output carries no memory of the original sign. Graphically. \( \left( \sqrt{x} \right)^2 \) is the line \( y = x \) for \( x \ge 0 \) only, a ray from the origin. \( \sqrt{x^2} \) is the full absolute value graph, a V with its corner at the origin. They coincide on the right half and differ entirely on the left. Why this is the central fact of the unit. It is the statement that rooting and squaring undo each other in one order and not the other. Every restriction, absolute value and extraneous root in units 4 and 5 traces back to it. Different domains and different values: one is defined only for \( x \ge 0 \), the other is \( \left| x \right| \) on all reals

  10. The volume of a sphere is \( V = \dfrac{4}{3}\pi r^3 \). Find the inverse function, state its domain, and find the radius of a sphere of volume 500 cubic cm.
    Show the full solution

    Solve for \( r \). \( V = \dfrac{4}{3}\pi r^3 \). Multiply both sides by \( \dfrac{3}{4\pi} \): \( r^3 = \dfrac{3V}{4\pi} \). Take the cube root: \( r = \sqrt[3]{\dfrac{3V}{4\pi}} \). State the domain. Mathematically the cube root accepts any real input, so the algebra imposes no restriction. Physically a volume cannot be negative, so the domain is \( V \ge 0 \), or \( V \gt 0 \) for a sphere that exists. This is the situation restricting the domain, not the algebra, which is the distinction lesson 4.7 emphasized. Had the formula involved a square root, the algebra would have restricted it too. Find the radius for \( V = 500 \). \( r = \sqrt[3]{\dfrac{3(500)}{4\pi}} = \sqrt[3]{\dfrac{1500}{12.56637}} = \sqrt[3]{119.3662} \). Estimating: \( 4.9^3 = 117.649 \) and \( 5.0^3 = 125 \). So \( r \) is between 4.9 and 5.0, closer to 4.9. \( 4.92^3 = 119.095 \) and \( 4.93^3 = 119.823 \). So \( r \approx 4.924 \) cm. Check by substituting back. \( V = \dfrac{4}{3}\pi(4.924)^3 = \dfrac{4}{3}\pi(119.389) \approx 1.33333 \times 3.14159 \times 119.389 \approx 500.1 \) cubic cm. Correct to rounding. Why no extraneous solution could appear. The inverse used a cube root, and cubing is one-to-one, so the operation is fully reversible. Each volume corresponds to exactly one radius, with no ambiguity to resolve. Contrast with a formula involving an even power. The area of a circle is \( A = \pi r^2 \), and inverting gives \( r = \pm\sqrt{\dfrac{A}{\pi}} \). Here the two branches genuinely exist mathematically, and the negative one is discarded because a radius cannot be negative. The cube root case needed no such choice. A sanity check on the size. A sphere of radius about 4.9 cm is roughly the size of a tennis ball, and 500 cubic cm is half a liter. Plausible. \( r = \sqrt[3]{\frac{3V}{4\pi}} \), domain \( V \gt 0 \); about 4.92 cm for 500 cubic cm

Unit 5 mixed review · 10 problems · all topics

Unit 5: Radicals, Rational Exponents and Radical Functions

Converting a radical to a rational exponent makes most of these routine, since the exponent rules then apply directly. The equations still require a check at the end.

  1. Simplify \( 8^{1/3} \).
    Show the full solution

    The cube root of 8. 2

  2. Simplify \( \sqrt{50} \).
    Show the full solution

    \( \sqrt{25 \cdot 2} \). \( 5\sqrt{2} \)

  3. Write \( \sqrt{x} \) using a rational exponent.
    Show the full solution

    \( x^{1/2} \)

  4. Simplify \( 16^{3/4} \).
    Show the full solution

    Take the fourth root first: \( 16^{1/4} = 2 \). Then cube: \( 2^3 \). 8

  5. Rationalize \( \dfrac{1}{\sqrt{3}} \).
    Show the full solution

    Multiply top and bottom by \( \sqrt{3} \). \( \frac{\sqrt{3}}{3} \)

  6. Simplify \( \sqrt{12} + \sqrt{27} \).
    Show the full solution

    \( \sqrt{12} = 2\sqrt{3} \) and \( \sqrt{27} = 3\sqrt{3} \). These are like radicals, so they add: \( 5\sqrt{3} \). Check numerically: \( 3.464 + 5.196 = 8.660 \), and \( 5\sqrt{3} = 8.660 \) ✓ Simplifying first is what made them like, since the original forms looked unrelated. \( 5\sqrt{3} \)

  7. Simplify \( \left( 27x^6 \right)^{2/3} \).
    Show the full solution

    Apply the exponent to each factor. \( 27^{2/3} = \left( \sqrt[3]{27} \right)^2 = 3^2 = 9 \). \( \left( x^6 \right)^{2/3} = x^{4} \). \( 9x^4 \)

  8. Give the domain of \( y = \sqrt{2x - 6} \).
    Show the full solution

    \( 2x - 6 \ge 0 \), so \( x \ge 3 \). \( x \ge 3 \)

  9. Solve \( \sqrt{x + 5} = x - 1 \).
    Show the full solution

    Square both sides: \( x + 5 = x^2 - 2x + 1 \). \( x^2 - 3x - 4 = 0 \), so \( (x - 4)(x + 1) = 0 \). Candidates \( x = 4 \) and \( x = -1 \). Check \( x = 4 \): \( \sqrt{9} = 3 \) and \( 4 - 1 = 3 \) ✓ genuine. Check \( x = -1 \): \( \sqrt{4} = 2 \) but \( -1 - 1 = -2 \) ✗ Extraneous, because squaring lost the sign: the left side is never negative, so the right side cannot be either. \( x = 4 \) only

  10. Rationalize \( \dfrac{6}{\sqrt{5} - 1} \) and verify numerically.
    Show the full solution

    Multiply by the conjugate over itself. The conjugate of \( \sqrt{5} - 1 \) is \( \sqrt{5} + 1 \). \[ \frac{6}{\sqrt{5}-1} \cdot \frac{\sqrt{5}+1}{\sqrt{5}+1} = \frac{6(\sqrt{5}+1)}{(\sqrt{5})^2 - 1^2} \] Simplify the denominator. It is a difference of squares: \( 5 - 1 = 4 \). \[ = \frac{6(\sqrt{5}+1)}{4} = \frac{3(\sqrt{5}+1)}{2} \] Verify numerically. Original: \( \sqrt{5} \approx 2.23607 \), so the denominator is 1.23607 and \( \dfrac{6}{1.23607} \approx 4.8541 \). Answer: \( \dfrac{3(3.23607)}{2} = \dfrac{9.70820}{2} = 4.8541 \) ✓ Why the conjugate works. Multiplying \( a - b \) by \( a + b \) gives \( a^2 - b^2 \), and squaring removes the radical. Multiplying by \( \sqrt{5} \) alone would not, since it would leave a \( \sqrt{5} \) attached to the \( -1 \). Why anyone bothers. Before calculators, dividing by an irrational number by hand was far harder than multiplying by one, so the rationalized form was easier to evaluate. Today the reason is that it is the standard form, which lets two expressions be compared at a glance. \( \frac{3(\sqrt{5}+1)}{2} \approx 4.854 \)

Lesson 6.1 · Unit 6 · F-IF.7e

The variable moves into the exponent

Every function so far has put the variable in the base. An exponential function puts it in the exponent, and that single change produces growth of a completely different character from anything in units 2 through 5.

The method
  1. An exponential function has the form \( f(x) = ab^x \) with \( a \ne 0 \), \( b \gt 0 \) and \( b \ne 1 \).
  2. \( a \) is the initial value, since \( f(0) = ab^0 = a \).
  3. \( b \) is the growth factor, the number the output is multiplied by each time \( x \) increases by 1.
  4. If \( b \gt 1 \) the function grows; if \( 0 \lt b \lt 1 \) it decays.
  5. The horizontal asymptote is \( y = 0 \), approached on the left for growth and on the right for decay.
  6. The range is \( y \gt 0 \) when \( a \gt 0 \), since a positive base to any power is positive.
  7. The base must be positive, or fractional exponents produce non-real values.
  8. The base cannot be 1, since \( 1^x \) is the constant function and not exponential at all.

Where students lose marks: confusing \( 2^x \) with \( x^2 \). At \( x = 10 \) the first is 1024 and the second is 100; at \( x = 2 \) both are 4. They agree at two points and diverge everywhere else, and which one is which is decided by where the variable sits.

Worked example

The problem. (a) For \( f(x) = 3 \cdot 2^x \), give the initial value, growth factor, and values at \( x = -1, 0, 1, 2 \). (b) Do the same for \( g(x) = 5(0.8)^x \). (c) Give the domain, range and asymptote of each. (d) Explain why the base must be positive and not 1.

Step one: read the parameters in (a). Comparing with \( ab^x \): \( a = 3 \) and \( b = 2 \). Initial value 3, growth factor 2, and since \( b \gt 1 \) this is growth.

Step two: tabulate (a). \( f(-1) = 3 \cdot 2^{-1} = 3 \cdot \dfrac{1}{2} = 1.5 \). \( f(0) = 3 \cdot 1 = 3 \). \( f(1) = 3 \cdot 2 = 6 \). \( f(2) = 3 \cdot 4 = 12 \). Each step right multiplies by 2, which is what the growth factor means. Note that the outputs never reach zero, even for large negative \( x \): at \( x = -10 \) the value is \( \dfrac{3}{1024} \approx 0.0029 \), small but positive.

Step three: read and tabulate (b). \( a = 5 \), \( b = 0.8 \). Since \( 0 \lt b \lt 1 \), this is decay. \( g(0) = 5 \). \( g(1) = 5(0.8) = 4 \). \( g(2) = 5(0.64) = 3.2 \). \( g(-1) = 5(0.8)^{-1} = \dfrac{5}{0.8} = 6.25 \). Each step right multiplies by 0.8, which shrinks the value by 20 percent.

Step four: give the domain for (c). Both functions accept every real \( x \): there is no denominator, no even radicand, no restriction of any kind. Domain: all reals, for both. That is worth noticing, because it is the first family in this course with no domain trouble at all.

Step five: give the range and asymptote for (c). A positive base raised to any real power is positive, and multiplying by a positive \( a \) keeps it positive. So the range is \( y \gt 0 \) for both. The horizontal asymptote is \( y = 0 \) for both. For \( f \) the graph approaches it going left; for \( g \) it approaches going right. The direction differs, the asymptote does not.

Step six: begin (d) with the base-1 case. If \( b = 1 \) then \( f(x) = a \cdot 1^x = a \) for every \( x \), a horizontal line. That is a perfectly good function but it is constant, with no growth or decay, so it is excluded from the family by definition rather than by any failure.

Step seven: handle a negative base. Suppose \( b = -4 \). Then \( b^{1/2} = \sqrt{-4} \), which is not real. The function would be defined at some inputs and not at others, with gaps at every fraction having an even denominator. Its graph would be a scattering of isolated points rather than a curve, so it would not behave like a function of a continuous variable at all.

Step eight: handle \( b = 0 \) and state the conclusion. If \( b = 0 \) then \( 0^x \) is 0 for positive \( x \), undefined for negative \( x \), and \( 0^0 \) is undefined as well. So the requirements \( b \gt 0 \) and \( b \ne 1 \) are exactly what is needed for \( b^x \) to be defined and non-constant for every real \( x \). The contrast worth keeping. In \( x^2 \) the variable is the base and the exponent is fixed, so the function is a polynomial and grows by squaring. In \( 2^x \) the exponent is the variable, so the function multiplies by a fixed amount at each step. Lesson 6.5 shows that the second eventually outruns the first by any margin, however large the polynomial's degree.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the initial value of \( f(x) = 7 \cdot 3^x \).
    Show the full solution

    7

  2. Give the growth factor of that function.
    Show the full solution

    3

  3. Is \( f(x) = 4(0.5)^x \) growth or decay?
    Show the full solution

    The base is between 0 and 1. Decay

  4. Give the horizontal asymptote of \( y = 2^x \).
    Show the full solution

    \( y = 0 \)

  5. Evaluate \( 5 \cdot 2^3 \).
    Show the full solution

    Exponent before multiplication. 40

  6. For \( f(x) = 6(1.5)^x \), find \( f(0) \), \( f(2) \) and \( f(-1) \).
    Show the full solution

    \( f(0) = 6 \). \( f(2) = 6(1.5)^2 = 6(2.25) = 13.5 \). \( f(-1) = 6(1.5)^{-1} = \dfrac{6}{1.5} = 4 \). Check the pattern: each step right multiplies by 1.5, and \( 4 \times 1.5 = 6 \), \( 6 \times 1.5 = 9 \), \( 9 \times 1.5 = 13.5 \). Consistent. 6, 13.5 and 4

  7. Compare \( 2^x \) and \( x^2 \) at \( x = 2 \), \( x = 4 \) and \( x = 5 \).
    Show the full solution

    At \( x = 2 \): \( 2^2 = 4 \) and \( 2^2 = 4 \). Equal. At \( x = 4 \): \( 2^4 = 16 \) and \( 4^2 = 16 \). Equal again. At \( x = 5 \): \( 2^5 = 32 \) and \( 5^2 = 25 \). The exponential is ahead. They agree at exactly \( x = 2 \) and \( x = 4 \), and the exponential wins beyond that. Between 2 and 4 the square is larger: at \( x = 3 \), \( 2^3 = 8 \) and \( 3^2 = 9 \). Equal at 2 and 4; exponential larger at 5

  8. A function has \( f(0) = 80 \) and multiplies by \( \dfrac{3}{4} \) each step. Write it and find \( f(3) \).
    Show the full solution

    Initial value 80, growth factor \( \dfrac{3}{4} = 0.75 \): \( f(x) = 80(0.75)^x \). \( f(3) = 80(0.75)^3 = 80(0.421875) = 33.75 \). Check step by step: \( 80 \to 60 \to 45 \to 33.75 \). Correct. Since the base is under 1, this is decay, losing 25 percent each step. \( f(x) = 80(0.75)^x \), \( f(3) = 33.75 \)

  9. Explain why an exponential function with \( a \gt 0 \) never reaches zero.
    Show the full solution

    The value is \( ab^x \) with \( a \gt 0 \) and \( b \gt 0 \). A positive number raised to any real power is positive, never zero, so \( b^x \gt 0 \) always. Multiplying a positive by a positive gives a positive, so \( ab^x \gt 0 \) for every \( x \). What happens instead. For decay, the values shrink toward zero without reaching it. For \( 5(0.8)^x \), at \( x = 50 \) the value is about \( 5 \times 1.4 \times 10^{-5} \), tiny but positive. At \( x = 100 \) it is smaller still, and no finite \( x \) makes it zero. Why \( b^x \) cannot be zero. If \( b^x = 0 \) for some \( x \), then raising both sides to the power \( \dfrac{1}{x} \) would give \( b = 0 \), which is excluded. So no such \( x \) exists. The graphical statement. This is exactly what the horizontal asymptote \( y = 0 \) says: the curve approaches the axis arbitrarily closely and never touches it. The practical consequence. A decay model never predicts that a quantity reaches exactly zero. A drug is never fully cleared, a radioactive sample never fully decays. Real problems handle this by asking when the amount falls below some threshold rather than when it reaches zero. A positive base to any real power is positive, so the product with a positive \( a \) is always positive

  10. Two functions pass through \( (0, 4) \). One is \( f(x) = 4 \cdot 3^x \) and the other is \( g(x) = 4 \cdot 3^{-x} \). Compare them and explain the relationship.
    Show the full solution

    Rewrite the second. Using \( 3^{-x} = \left( 3^{-1} \right)^x = \left( \dfrac{1}{3} \right)^x \), \( g(x) = 4\left( \dfrac{1}{3} \right)^x \). So \( g \) is an exponential with base \( \dfrac{1}{3} \), which is decay. Tabulate both. At \( x = -2 \): \( f = \dfrac{4}{9} \approx 0.444 \); \( g = 4(9) = 36 \). At \( x = -1 \): \( f = \dfrac{4}{3} \approx 1.333 \); \( g = 12 \). At \( x = 0 \): both 4. At \( x = 1 \): \( f = 12 \); \( g = \dfrac{4}{3} \approx 1.333 \). At \( x = 2 \): \( f = 36 \); \( g = \dfrac{4}{9} \approx 0.444 \). The relationship. The two tables are mirror images. Reading \( f \) left to right gives the same values as reading \( g \) right to left. Algebraically, \( g(x) = f(-x) \), which by lesson 1.3 is a reflection in the \( y \)-axis. Verify the reflection. \( f(-x) = 4 \cdot 3^{-x} = g(x) \). Confirmed directly. Both share the same asymptote. Reflecting in the \( y \)-axis leaves the horizontal asymptote \( y = 0 \) unchanged, since the reflection moves points horizontally and the asymptote is horizontal. Both approach zero, but from opposite sides: \( f \) as \( x \to -\infty \) and \( g \) as \( x \to \infty \). The general statement. Replacing \( b \) with \( \dfrac{1}{b} \) and replacing \( x \) with \( -x \) are the same operation. Every decay function can be written as a growth function with a negative exponent, and the two descriptions are interchangeable. That is why lesson 6.6 can convert freely between a half-life form and a base-\( e \) form. \( g \) is \( f \) reflected in the \( y \)-axis, since \( 3^{-x} = \left( \frac{1}{3} \right)^x \)

Lesson 6.2 · Unit 6 · F-LE.2

From a table or a percentage to a formula

An exponential model is built from two numbers: where it starts and what it multiplies by. Finding them from a table means looking for a common ratio; finding them from a description means converting a percentage rate into a growth factor, which is where the errors are.

The method
  1. From a table with equally spaced inputs, divide consecutive outputs. A constant ratio means the data is exponential.
  2. That ratio is \( b \) when the inputs step by 1.
  3. The initial value \( a \) is the output at \( x = 0 \), or is found by working backward.
  4. From a percentage increase of \( r \), the growth factor is \( 1 + r \), with \( r \) written as a decimal.
  5. From a percentage decrease, the factor is \( 1 - r \).
  6. The growth rate and the growth factor are different numbers. A 6 percent increase has rate 0.06 and factor 1.06.
  7. If the inputs step by something other than 1, write the exponent as \( \dfrac{t}{\text{step}} \).
  8. Check the model against every data point, not just the one used to build it.

Where students lose marks: using the rate as the factor. A quantity growing 6 percent per year is modeled by \( (1.06)^t \), not \( (0.06)^t \). The second describes something losing 94 percent per year, which is a wildly different situation, and checking one data point catches it immediately.

Worked example

The problem. (a) Find an exponential model for the table \( x = 0, 1, 2, 3 \) with \( y = 7, 21, 63, 189 \). (b) A town of 20,000 grows 3 percent per year. Write a model and find the population after 10 years. (c) A car worth $24,000 loses 15 percent of its value each year. Write a model and find its value after 4 years. (d) A culture doubles every 5 hours starting from 300. Write a model.

Step one: test for a constant ratio in (a). \( \dfrac{21}{7} = 3 \), \( \dfrac{63}{21} = 3 \), \( \dfrac{189}{63} = 3 \). Constant, so the data is exponential with \( b = 3 \).

Step two: read the initial value and check (a). The output at \( x = 0 \) is 7, so \( a = 7 \). Model: \( y = 7 \cdot 3^x \). Check every point: \( 7 \cdot 3^1 = 21 \), \( 7 \cdot 3^2 = 63 \), \( 7 \cdot 3^3 = 189 \). All four correct. Checking every point rather than one is what distinguishes a verified model from a guess.

Step three: convert the rate in (b). A 3 percent increase means the new amount is the old amount plus 3 percent of it, that is 103 percent of it. Growth factor: \( 1 + 0.03 = 1.03 \). Model: \( P(t) = 20000(1.03)^t \), with \( t \) in years.

Step four: evaluate (b). \( P(10) = 20000(1.03)^{10} \). \( (1.03)^{10} \approx 1.343916 \). \( P(10) \approx 20000 \times 1.343916 \approx 26{,}878 \) people. Sanity check: 3 percent of 20,000 is 600 per year, so simple growth would give \( 20000 + 6000 = 26{,}000 \). The exponential answer is slightly higher because each year's growth is computed on a larger base, and 26,878 exceeds 26,000 by about 878. Consistent.

Step five: convert the decay rate in (c). Losing 15 percent leaves 85 percent. Decay factor: \( 1 - 0.15 = 0.85 \). Model: \( V(t) = 24000(0.85)^t \).

Step six: evaluate (c). \( (0.85)^4 = 0.85^2 \times 0.85^2 = 0.7225 \times 0.7225 \approx 0.522006 \). \( V(4) \approx 24000 \times 0.522006 \approx \$12{,}528 \). Check year by year: \( 24000 \to 20400 \to 17340 \to 14739 \to 12528 \). Correct. Sanity check: the car has lost slightly more than half its value in four years, which is typical of real depreciation.

Step seven: handle the non-unit step in (d). The doubling happens every 5 hours, not every hour, so the exponent must count how many 5-hour periods have passed: \( \dfrac{t}{5} \). Model: \( N(t) = 300 \cdot 2^{t/5} \), with \( t \) in hours.

Step eight: check (d) and note the alternative form. At \( t = 0 \): \( 300 \cdot 2^0 = 300 \). Correct. At \( t = 5 \): \( 300 \cdot 2^1 = 600 \). Doubled, as required. At \( t = 15 \): \( 300 \cdot 2^3 = 2400 \). Three doublings. Correct. The hourly form. The same model can be written with an hourly factor: \( 2^{1/5} \approx 1.148698 \), so \( N(t) \approx 300(1.1487)^t \). Check at \( t = 5 \): \( 300(1.1487)^5 \approx 300 \times 2.0000 = 600 \). Agrees. That says the culture grows about 14.87 percent per hour, which is a genuinely useful restatement. Converting between the two forms is exactly what lesson 6.6 does for half-life problems.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the growth factor for a 5 percent increase.
    Show the full solution

    1.05

  2. Give the decay factor for a 20 percent decrease.
    Show the full solution

    \( 1 - 0.20 \). 0.80

  3. A table has outputs 4, 12, 36, 108. Find the common ratio.
    Show the full solution

    3

  4. Write the model for that table if the first output is at \( x = 0 \).
    Show the full solution

    \( y = 4 \cdot 3^x \)

  5. Write a model for 500 growing 8 percent per year.
    Show the full solution

    \( y = 500(1.08)^t \)

  6. A table has outputs 64, 48, 36, 27 at \( x = 0, 1, 2, 3 \). Write the model.
    Show the full solution

    Ratios: \( \dfrac{48}{64} = 0.75 \), \( \dfrac{36}{48} = 0.75 \), \( \dfrac{27}{36} = 0.75 \). Constant. \( a = 64 \), \( b = 0.75 \). Model: \( y = 64(0.75)^x \). Check at \( x = 3 \): \( 64(0.421875) = 27 \). Correct. This is decay at 25 percent per step. \( y = 64(0.75)^x \)

  7. An investment of $2000 grows 4.5 percent per year. Find its value after 12 years.
    Show the full solution

    Factor: \( 1.045 \). Model: \( A(t) = 2000(1.045)^t \). \( (1.045)^{12} \approx 1.695881 \). \( A(12) \approx 2000 \times 1.695881 \approx \$3391.76 \). Sanity check: simple interest would give \( 2000 + 12(90) = \$3080 \). Compounding adds about $312 more, which is the interest earned on previously earned interest. Plausible. About $3391.76

  8. A substance halves every 3 days, starting at 48 grams. Write the model and find the amount after 12 days.
    Show the full solution

    The step is 3 days, so the exponent counts three-day periods: \( A(t) = 48\left( \dfrac{1}{2} \right)^{t/3} \). At \( t = 12 \): the exponent is \( \dfrac{12}{3} = 4 \), so \( A(12) = 48\left( \dfrac{1}{2} \right)^4 = 48 \times \dfrac{1}{16} = 3 \) grams. Check step by step: \( 48 \to 24 \to 12 \to 6 \to 3 \) over four three-day periods. Correct. \( A(t) = 48(0.5)^{t/3} \), giving 3 grams

  9. Explain why the growth rate and the growth factor must not be confused.
    Show the full solution

    They measure different things. The rate is the fractional change, and the factor is what the quantity is multiplied by. For 6 percent growth, the rate is 0.06 and the factor is 1.06. The 1 accounts for keeping what was already there, and the 0.06 adds the growth on top. What goes wrong if they are swapped. Modeling with \( (0.06)^t \) describes a quantity keeping only 6 percent of itself each period, that is losing 94 percent. Starting at 1000, the correct model gives 1060 after one year while the wrong one gives 60. The check that catches it. Evaluate at \( t = 1 \) and compare with the description. If the answer should be slightly more than the start and it comes out far less, the factor is wrong. Where the confusion is most dangerous. With decay, both numbers are less than 1 and the error is less obvious. For a 15 percent loss, the factor is 0.85 and the rate is 0.15. Using 0.15 as the factor would describe an 85 percent loss per period, which after four periods gives \( 24000(0.15)^4 \approx \$12 \) instead of about $12,528. Three orders of magnitude apart. The rate is the fractional change; the factor is \( 1 \pm \) the rate, and it is the factor that goes in the model

  10. A bacterial culture is measured at 50, 112, 245 and 560 cells at \( t = 0, 2, 4, 6 \) hours. Decide whether an exponential model fits, build one, and predict the count at \( t = 10 \).
    Show the full solution

    Test for a constant ratio. The inputs step by 2, so compare consecutive outputs: \( \dfrac{112}{50} = 2.24 \). \( \dfrac{245}{112} = 2.1875 \). \( \dfrac{560}{245} \approx 2.2857 \). Not exactly constant, but close. The three ratios range from 2.19 to 2.29, a spread of about 4 percent. Real measurements always scatter, so this is consistent with exponential growth plus counting error, and inconsistent with linear growth, whose differences would be constant instead. Check the linear alternative. Differences: \( 62 \), \( 133 \), \( 315 \). Nowhere near constant, and growing. Linear is clearly wrong. Build the model. Average the ratios: \( \dfrac{2.24 + 2.1875 + 2.2857}{3} \approx 2.2377 \) per two hours. With \( a = 50 \) and the exponent counting two-hour periods: \( N(t) = 50(2.2377)^{t/2} \). Convert to an hourly form. The hourly factor is \( \sqrt{2.2377} \approx 1.4959 \), so \( N(t) \approx 50(1.4959)^t \), a growth of about 49.6 percent per hour. Check the model against every data point. \( t = 2 \): \( 50(2.2377) \approx 111.9 \). Measured 112. Off by 0.1. \( t = 4 \): \( 50(2.2377)^2 = 50(5.0073) \approx 250.4 \). Measured 245. Off by about 2 percent. \( t = 6 \): \( 50(2.2377)^3 = 50(11.205) \approx 560.2 \). Measured 560. Off by 0.2. All within a few percent, which is good agreement for biological counts. Predict at \( t = 10 \). The exponent is \( \dfrac{10}{2} = 5 \). \( (2.2377)^5 = (2.2377)^3 \times (2.2377)^2 \approx 11.205 \times 5.0073 \approx 56.11 \). \( N(10) \approx 50 \times 56.11 \approx 2806 \) cells. How much to trust it. The prediction at \( t = 10 \) is an extrapolation four hours beyond the last measurement, which is a modest reach and probably reliable to within 10 percent. Where it stops being trustworthy. Exponential growth assumes unlimited nutrients and space. A real culture slows as the food runs out and eventually levels off, so the model overestimates increasingly badly at large \( t \). Extending it to \( t = 48 \) would predict \( 50(2.2377)^{24} \), a number around \( 10^{10} \), which no flask could hold. The honest statement is that the model describes the growth phase and says nothing about what follows. Exponential fits; \( N(t) \approx 50(1.4959)^t \), predicting about 2800 cells at 10 hours

Lesson 6.3 · Unit 6 · F-LE.1

What happens when the compounding never stops

Compounding more often earns more interest, but not without limit. Pushing the frequency to infinity produces a specific number, and that number turns out to be the natural base for every exponential process in mathematics and science.

The method
  1. Compound interest: \( A = P\left( 1 + \dfrac{r}{n} \right)^{nt} \), with \( P \) the principal, \( r \) the annual rate as a decimal, \( n \) the compoundings per year and \( t \) the years.
  2. \( \dfrac{r}{n} \) is the rate per period and \( nt \) is the total number of periods.
  3. More frequent compounding earns more, but with rapidly diminishing returns.
  4. As \( n \) grows without bound, \( \left( 1 + \dfrac{1}{n} \right)^n \) approaches a limit.
  5. That limit is \( e \approx 2.718282 \), an irrational number.
  6. Continuous compounding: \( A = Pe^{rt} \).
  7. \( e \) is a number, not a variable, and \( e^x \) is an exponential function with base \( e \).
  8. Keep full precision until the final step, since rounding a factor early distorts a compounded result badly.

Where students lose marks: using the annual rate as the periodic rate. At 6 percent compounded monthly the periodic rate is \( \dfrac{0.06}{12} = 0.005 \), not 0.06. Using 0.06 with 60 periods would compute about 33 times the principal instead of about 1.35 times.

Worked example

The problem. $1000 is invested at 6 percent annual interest for 5 years. (a) Find the value compounded annually and monthly. (b) Find it compounded continuously. (c) Show numerically that \( \left( 1 + \dfrac{1}{n} \right)^n \) approaches \( e \). (d) Explain why more frequent compounding has diminishing returns.

Step one: compound annually for (a). Here \( n = 1 \), so the formula is \( A = 1000(1 + 0.06)^5 = 1000(1.06)^5 \). \( (1.06)^5 \approx 1.338226 \). \( A \approx \$1338.23 \).

Step two: compound monthly for (a). Now \( n = 12 \), so the periodic rate is \( \dfrac{0.06}{12} = 0.005 \) and the number of periods is \( 12 \times 5 = 60 \). \( A = 1000(1.005)^{60} \). \( (1.005)^{60} \approx 1.348850 \). \( A \approx \$1348.85 \). Monthly compounding earned $10.62 more than annual over five years.

Step three: compound continuously for (b). \( A = Pe^{rt} = 1000e^{0.06 \times 5} = 1000e^{0.3} \). \( e^{0.3} \approx 1.349859 \). \( A \approx \$1349.86 \).

Step four: compare the three. Annually: $1338.23. Monthly: $1348.85. Continuously: $1349.86. Going from annual to monthly gained $10.62. Going from monthly to continuous, which means compounding infinitely often, gained only $1.01 more. The entire remaining benefit of infinite compounding is about a tenth of what the first step to monthly provided.

Step five: tabulate for (c). Compute \( \left( 1 + \dfrac{1}{n} \right)^n \) for increasing \( n \): \( n = 1 \): \( 2^1 = 2 \). \( n = 2 \): \( (1.5)^2 = 2.25 \). \( n = 10 \): \( (1.1)^{10} \approx 2.593742 \). \( n = 100 \): \( (1.01)^{100} \approx 2.704814 \). \( n = 1000 \): \( (1.001)^{1000} \approx 2.716924 \). \( n = 10{,}000 \): \( (1.0001)^{10000} \approx 2.718146 \).

Step six: read the pattern. The values increase but slow dramatically, settling toward \( 2.718282 \). They never exceed it, and the gaps shrink by roughly a factor of 10 each time \( n \) is multiplied by 10. That behavior is what a limit looks like numerically. The limit is defined to be \( e \), and it is irrational, so the decimal never terminates or repeats.

Step seven: connect (c) to (b). In the compound interest formula with \( r = 1 \) and \( t = 1 \), the expression becomes exactly \( \left( 1 + \dfrac{1}{n} \right)^n \). So \( e \) is literally the value of one dollar after one year at 100 percent interest compounded infinitely often. For a general rate, substituting \( m = \dfrac{n}{r} \) turns \( \left( 1 + \dfrac{r}{n} \right)^{nt} \) into \( \left[ \left( 1 + \dfrac{1}{m} \right)^m \right]^{rt} \), which approaches \( e^{rt} \). That is where the continuous formula comes from.

Step eight: answer (d). Each extra compounding earns interest on interest that has already been earned, and that second-order amount is small. Concretely. Over one year at 6 percent, annual compounding gives $60 on $1000. Semiannual gives $30 at six months, and the second half earns 3 percent on $1030, that is $30.90, for $60.90 total. The extra 90 cents is interest on the first $30. Compounding again splits that 90 cents into smaller pieces, each earning a little more, but the amounts shrink geometrically. The limit exists because the extra gains form a convergent series. No matter how finely the year is divided, the total cannot exceed \( Pe^{rt} \). The practical consequence. Banks advertising "compounded daily" rather than monthly are offering a difference of a few cents per thousand dollars per year. The advertised rate matters enormously; the compounding frequency almost never does.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Round money to the nearest cent.

  1. Give the periodic rate for 12 percent compounded monthly.
    Show the full solution

    \( \dfrac{0.12}{12} \). 0.01

  2. Give the number of periods for 4 years compounded quarterly.
    Show the full solution

    \( 4 \times 4 \). 16

  3. State the approximate value of \( e \).
    Show the full solution

    2.71828

  4. Write the continuous compounding formula.
    Show the full solution

    \( A = Pe^{rt} \)

  5. Find $500 at 4 percent compounded annually for 3 years.
    Show the full solution

    \( 500(1.04)^3 = 500(1.124864) \). About $562.43

  6. Find $3000 at 5 percent compounded quarterly for 6 years.
    Show the full solution

    Periodic rate: \( \dfrac{0.05}{4} = 0.0125 \). Periods: \( 4 \times 6 = 24 \). \( A = 3000(1.0125)^{24} \). \( (1.0125)^{24} \approx 1.347351 \). \( A \approx 3000 \times 1.347351 \approx \$4042.05 \). Sanity check: simple interest would give \( 3000 + 6(150) = \$3900 \). Compounding adds about $142. Plausible. About $4042.05

  7. Find $2000 at 7 percent compounded continuously for 10 years.
    Show the full solution

    \( A = 2000e^{0.07 \times 10} = 2000e^{0.7} \). \( e^{0.7} \approx 2.013753 \). \( A \approx 2000 \times 2.013753 \approx \$4027.51 \). Sanity check: the money has slightly more than doubled in 10 years at 7 percent, which matches the rule of thumb that 7 percent doubles in about 10 years. About $4027.51

  8. Compare $5000 at 8 percent for 20 years compounded annually against continuously.
    Show the full solution

    Annually: \( 5000(1.08)^{20} \). \( (1.08)^{20} \approx 4.660957 \). \( A \approx \$23{,}304.79 \). Continuously: \( 5000e^{0.08 \times 20} = 5000e^{1.6} \). \( e^{1.6} \approx 4.953032 \). \( A \approx \$24{,}765.16 \). Difference: about $1460.37, roughly 6 percent more. Why the gap is larger here than in the worked example: both the rate and the time are larger, and the compounding advantage compounds too. Over 5 years at 6 percent the gap was under 1 percent; over 20 years at 8 percent it is over 6 percent. $23,304.79 against $24,765.16

  9. Explain why \( e \) is called the natural base.
    Show the full solution

    The name records that \( e \) arises unavoidably from processes that grow in proportion to their own size, rather than being chosen for convenience. Where it comes from here. Continuous compounding means the interest is added at every instant, so the growth rate at any moment is proportional to the amount present. Solving that condition produces \( e^{rt} \) and nothing else. The number was not selected; it fell out. Why it recurs. The same condition describes radioactive decay, population growth without constraint, cooling toward room temperature, the discharge of a capacitor and the concentration of a drug in the bloodstream. Every one of them is modeled with base \( e \), because every one of them has a rate proportional to the current amount. The property that makes it special. In calculus, \( e^x \) is the only exponential function equal to its own rate of change. Any other base introduces a constant multiplier. That is the precise sense in which \( e \) is natural and 10 or 2 are not. Why other bases survive anyway. Base 2 is natural for doubling and for computing; base 10 matches decimal notation and the pH, Richter and decibel scales. All three are interchangeable through the change of base formula of lesson 7.4, so nothing is lost by preferring one. It arises automatically from any process growing in proportion to its own size, rather than being chosen

  10. An account offers 5 percent compounded monthly and another offers 4.9 percent compounded continuously. Compare them over 15 years on a $10,000 deposit, and say which is better and why.
    Show the full solution

    First account: 5 percent monthly. Periodic rate: \( \dfrac{0.05}{12} \approx 0.00416667 \). Periods: \( 12 \times 15 = 180 \). \( A = 10000(1.00416667)^{180} \). \( (1.00416667)^{180} \approx 2.113704 \). \( A \approx \$21{,}137.04 \). Second account: 4.9 percent continuous. \( A = 10000e^{0.049 \times 15} = 10000e^{0.735} \). \( e^{0.735} \approx 2.085459 \). \( A \approx \$20{,}854.59 \). The first account wins by about $282.45 over 15 years. Why, when continuous compounding sounds better. Continuous compounding is the best possible use of a given rate, but it cannot make up an inferior rate. The 0.1 percentage point difference in rate outweighs the compounding advantage. Quantify the two effects separately. Compare 5 percent monthly against 5 percent continuous: \( 10000e^{0.75} = 10000(2.117000) \approx \$21{,}170.00 \). So continuous compounding at the same rate would add only about $32.96 over 15 years, or 0.16 percent. Meanwhile dropping the rate from 5 percent to 4.9 percent costs about $315, ten times as much. The effective annual rate settles it cleanly. For 5 percent monthly: \( (1.00416667)^{12} - 1 \approx 0.051162 \), that is 5.1162 percent. For 4.9 percent continuous: \( e^{0.049} - 1 \approx 0.050220 \), that is 5.0220 percent. The first has the higher effective rate, so it must win over any time period, and the 15-year comparison is just one instance of that. The general lesson. Compare accounts by effective annual rate, not by compounding frequency. Frequency is a second-order effect that advertising tends to emphasize precisely because the rate difference is unfavorable. The 5 percent monthly account, by about $282; its effective rate of 5.12 percent beats 5.02 percent

Lesson 6.4 · Unit 6 · F-BF.3

The same four moves, with one thing to watch

Exponential graphs transform exactly as the parents in lesson 1.3 did. The one new consideration is the horizontal asymptote, which moves with a vertical shift and stays put under a horizontal one.

The method
  1. The general form is \( y = a \cdot b^{\,x - h} + k \).
  2. \( h \) shifts horizontally, right for positive.
  3. \( k \) shifts vertically, up for positive.
  4. \( a \) stretches vertically and reflects in the \( x \)-axis if negative.
  5. The horizontal asymptote is \( y = k \), not \( y = 0 \), once a vertical shift is applied.
  6. A horizontal shift does not move the asymptote, since it is a horizontal line.
  7. The range is \( y \gt k \) if \( a \gt 0 \) and \( y \lt k \) if \( a \lt 0 \).
  8. The \( y \)-intercept is found by evaluating at \( x = 0 \), which is no longer simply \( a \) once shifts are present.

Where students lose marks: keeping the asymptote at \( y = 0 \) after a vertical shift. For \( y = 2^x + 3 \) the asymptote is \( y = 3 \), because the whole graph rose by 3 and the line it approaches rose with it.

Worked example

The problem. For each, give the transformations, asymptote, range and \( y \)-intercept. (a) \( y = 2^{\,x - 3} + 1 \). (b) \( y = -3 \cdot 2^x \). (c) \( y = 4\left( \dfrac{1}{2} \right)^x - 2 \). (d) Explain why a horizontal shift leaves the asymptote alone.

Step one: read (a). Comparing with \( a \cdot b^{x-h} + k \): \( a = 1 \), \( b = 2 \), \( h = 3 \), \( k = 1 \). Right 3 and up 1.

Step two: give the details for (a). Asymptote: \( y = k = 1 \). Range: \( a = 1 \) is positive, so \( y \gt 1 \). \( y \)-intercept: \( y = 2^{-3} + 1 = \dfrac{1}{8} + 1 = 1.125 \). Check a second point: at \( x = 3 \), \( y = 2^0 + 1 = 2 \). And at \( x = 5 \), \( y = 2^2 + 1 = 5 \). The values rise steeply, as growth requires. Check the asymptote: at \( x = -10 \), \( y = 2^{-13} + 1 \approx 1.0001 \). Very close to 1 from above. Correct.

Step three: read and analyze (b). \( a = -3 \), \( b = 2 \), with no shifts. Reflected in the \( x \)-axis and stretched vertically by 3. Asymptote: \( y = 0 \), unchanged since \( k = 0 \). Range: \( a \) is negative, so \( y \lt 0 \). The entire graph lies below the axis. \( y \)-intercept: \( -3 \cdot 2^0 = -3 \).

Step four: check (b) against the parent. At \( x = 2 \), \( y = -3(4) = -12 \). The parent \( 2^x \) would give 4, so the image is 3 times as far from the axis and on the opposite side. Correct. As \( x \to -\infty \) the values approach 0 from below, since a negative times a small positive is a small negative. The asymptote is approached from underneath, which the reflection predicts.

Step five: read (c). \( a = 4 \), \( b = \dfrac{1}{2} \), \( h = 0 \), \( k = -2 \). Vertical stretch by 4, down 2, and the base under 1 makes it decay.

Step six: give the details for (c). Asymptote: \( y = -2 \). Range: \( a \) is positive, so the graph sits above its asymptote: \( y \gt -2 \). \( y \)-intercept: \( 4(1) - 2 = 2 \). Check the decay: at \( x = 1 \), \( y = 4(0.5) - 2 = 0 \). At \( x = 2 \), \( y = 4(0.25) - 2 = -1 \). At \( x = 3 \), \( y = 4(0.125) - 2 = -1.5 \). The values fall toward \( -2 \) without reaching it. Correct. This one has an \( x \)-intercept, at \( x = 1 \), which the unshifted parent never has. A vertical shift downward is what allows an exponential graph to cross the axis.

Step seven: begin (d). The horizontal asymptote describes what the outputs approach as \( x \) runs to infinity in one direction. It is a statement about the \( y \)-values.

Step eight: finish (d). A horizontal shift changes which input produces a given output, but it does not change the set of outputs at all. The graph slides sideways, so the same heights occur, merely at different \( x \)-values. A horizontal line is unmoved by sliding the picture horizontally. A vertical shift, by contrast, adds \( k \) to every output, so every height changes by \( k \), including the limiting height. The asymptote moves with it. Checking numerically. For \( y = 2^{x-3} \), at \( x = -20 \) the value is \( 2^{-23} \approx 1.2 \times 10^{-7} \), essentially zero. The shift delayed the approach but did not change what is approached. The general rule for any function. Horizontal transformations never move a horizontal asymptote, and vertical transformations never move a vertical one. Lesson 4.6's rational functions obey the same principle, and it is worth carrying forward to the trigonometric graphs of unit 9.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the asymptote of \( y = 3^x + 5 \).
    Show the full solution

    \( y = 5 \)

  2. Give the asymptote of \( y = 3^{\,x - 5} \).
    Show the full solution

    A horizontal shift does not move it. \( y = 0 \)

  3. Give the \( y \)-intercept of \( y = 5 \cdot 2^x \).
    Show the full solution

    5

  4. Give the range of \( y = 2^x - 4 \).
    Show the full solution

    \( y \gt -4 \)

  5. Does \( y = -2^x \) lie above or below the \( x \)-axis?
    Show the full solution

    Below

  6. For \( y = 3 \cdot 2^{\,x+1} - 6 \), give the asymptote, range and \( y \)-intercept.
    Show the full solution

    Comparing with \( a \cdot b^{x-h} + k \): \( x + 1 = x - (-1) \), so \( h = -1 \), and \( k = -6 \), \( a = 3 \). Asymptote: \( y = -6 \). Range: \( a \) positive, so \( y \gt -6 \). \( y \)-intercept: \( 3 \cdot 2^1 - 6 = 6 - 6 = 0 \). The graph passes through the origin. Check: at \( x = 1 \), \( y = 3(4) - 6 = 6 \). At \( x = -1 \), \( y = 3(1) - 6 = -3 \). Rising, and above \( -6 \). Correct. Asymptote \( y = -6 \), range \( y \gt -6 \), intercept 0

  7. Write the equation of \( y = 2^x \) reflected in the \( x \)-axis and shifted up 8, and find its \( x \)-intercept.
    Show the full solution

    Reflection: \( a = -1 \). Up 8: \( k = 8 \). \( y = -2^x + 8 \). Asymptote: \( y = 8 \). Range: \( a \) negative, so \( y \lt 8 \). \( x \)-intercept: set \( -2^x + 8 = 0 \), so \( 2^x = 8 \) and \( x = 3 \). Check: \( -2^3 + 8 = -8 + 8 = 0 \). Correct. \( y \)-intercept: \( -1 + 8 = 7 \). \( y = -2^x + 8 \), \( x \)-intercept at \( x = 3 \)

  8. A graph has asymptote \( y = 2 \), passes through \( (0, 5) \) and has base 3. Write its equation.
    Show the full solution

    The asymptote gives \( k = 2 \), so the form is \( y = a \cdot 3^x + 2 \), assuming no horizontal shift. Use the point: at \( x = 0 \), \( y = a(1) + 2 = a + 2 = 5 \), so \( a = 3 \). \( y = 3 \cdot 3^x + 2 \), which can also be written \( y = 3^{\,x+1} + 2 \). Check: at \( x = 0 \), \( 3 + 2 = 5 \). Correct. At \( x = 1 \), \( 9 + 2 = 11 \), and the alternative form gives \( 3^2 + 2 = 11 \). Agrees. The two forms are the same function, since a vertical stretch by the base is indistinguishable from a horizontal shift by 1 for an exponential. That is a property no other family has. \( y = 3 \cdot 3^x + 2 = 3^{x+1} + 2 \)

  9. Explain why a vertical shift can give an exponential graph an \( x \)-intercept when the parent has none.
    Show the full solution

    The parent \( y = b^x \) has range \( y \gt 0 \), so it never takes the value zero and has no \( x \)-intercept. Its asymptote is the \( x \)-axis itself, approached but never met. What a downward shift does. Subtracting \( k \) moves the whole graph down, including its asymptote, which becomes \( y = -k \). The graph now lives above the line \( y = -k \) rather than above the axis, so part of it lies below the axis and it must cross. The condition. An \( x \)-intercept exists exactly when the asymptote and the graph lie on opposite sides of the axis. For \( y = a b^x + k \) with \( a \gt 0 \), that means \( k \lt 0 \). For \( a \lt 0 \) it means \( k \gt 0 \), as in problem 7. Finding it. Setting \( ab^x + k = 0 \) gives \( b^x = -\dfrac{k}{a} \), which has a solution exactly when the right side is positive. Solving for \( x \) generally needs a logarithm, which lesson 7.5 supplies; the cases in this lesson were arranged so the answer is a recognizable power. How many intercepts are possible. At most one, because an exponential is strictly increasing or strictly decreasing and therefore takes each value at most once. That contrasts with the quadratics of unit 2, which can have two. The parent's range excludes zero, but shifting moves the asymptote off the axis so the graph must cross it

  10. A cup of coffee at \( 90^\circ \)C cools in a \( 20^\circ \)C room, losing 12 percent of the temperature difference each minute. Write a model, find the temperature after 10 minutes, and explain why the model has a vertical shift.
    Show the full solution

    Identify what decays. The coffee does not cool toward zero; it cools toward room temperature. What decays exponentially is the difference between the coffee and the room. Initial difference: \( 90 - 20 = 70 \) degrees. Model the difference. Losing 12 percent per minute means the decay factor is \( 1 - 0.12 = 0.88 \): \( D(t) = 70(0.88)^t \). Convert to temperature. The coffee's temperature is the room temperature plus the remaining difference: \( T(t) = 20 + 70(0.88)^t \). That is the vertical shift. The \( +20 \) raises the whole exponential so its asymptote is \( y = 20 \) rather than \( y = 0 \), which encodes the physical fact that the coffee approaches room temperature and not absolute zero. Evaluate at \( t = 10 \). \( (0.88)^{10} \): \( 0.88^2 = 0.7744 \); \( 0.88^4 = 0.7744^2 \approx 0.599695 \); \( 0.88^8 \approx 0.599695^2 \approx 0.359634 \); \( 0.88^{10} = 0.88^8 \times 0.88^2 \approx 0.359634 \times 0.7744 \approx 0.278502 \). \( T(10) \approx 20 + 70(0.278502) \approx 20 + 19.50 \approx 39.5^\circ \)C. Check the trajectory. \( T(0) = 20 + 70 = 90 \). Correct, the initial temperature. \( T(1) = 20 + 70(0.88) = 20 + 61.6 = 81.6 \). The coffee lost 8.4 degrees in the first minute, which is 12 percent of 70. Correct. \( T(5) = 20 + 70(0.88)^5 \). \( 0.88^5 = 0.88^4 \times 0.88 \approx 0.527732 \), so \( T(5) \approx 20 + 36.9 = 56.9^\circ \)C. Check the long-run behavior. \( T(30) \approx 20 + 70(0.88)^{30} \). Since \( 0.88^{30} = (0.88^{10})^3 \approx 0.278502^3 \approx 0.0216 \), \( T(30) \approx 21.5^\circ \)C. After half an hour the coffee is nearly at room temperature, as expected. Why the shift is essential. Without it, the model \( T(t) = 90(0.88)^t \) would predict the coffee cooling toward \( 0^\circ \)C, and at \( t = 30 \) it would give about \( 1.9^\circ \)C, which is below room temperature and physically impossible without a refrigerator. What this model is. It is Newton's law of cooling, which states that the rate of cooling is proportional to the temperature difference. Every application of it has this structure: an exponential decay of the difference, plus the ambient value as a vertical shift. \( T(t) = 20 + 70(0.88)^t \), giving about \( 39.5^\circ \)C after 10 minutes

Lesson 6.5 · Unit 6 · F-LE.3

Why exponential always wins eventually

Linear, quadratic and exponential growth look similar over a short range and behave completely differently over a long one. Telling them apart from a table is a mechanical test, and the reason exponential dominates is worth understanding rather than accepting.

The method
  1. Linear growth has constant first differences: subtract consecutive outputs and the results match.
  2. Quadratic growth has constant second differences: the differences of the differences match.
  3. Exponential growth has a constant ratio: divide consecutive outputs and the results match.
  4. The inputs must be equally spaced for any of these tests to be valid.
  5. Linear adds a fixed amount each step; exponential multiplies by a fixed amount.
  6. An exponential eventually exceeds any polynomial, whatever the degree and whatever the coefficients.
  7. "Eventually" can be a long time, so a short table can be misleading.
  8. Choose a model from the mechanism, not only from the fit: ask whether the quantity adds or multiplies.

Where students lose marks: calling data exponential because it curves upward. A quadratic curves upward too. The test is the constant ratio, not the appearance, and computing three ratios takes seconds.

Worked example

The problem. (a) Classify the data \( x = 1,2,3,4 \) with \( y = 3, 6, 12, 24 \). (b) Classify \( x = 1,2,3,4 \) with \( y = 2, 8, 18, 32 \). (c) Compare \( f(x) = 1000x + 50000 \) with \( g(x) = 2^x \) and find where the exponential overtakes. (d) Explain why the exponential must win eventually.

Step one: test (a) for differences. \( 6 - 3 = 3 \), \( 12 - 6 = 6 \), \( 24 - 12 = 12 \). Not constant, so not linear. Second differences: \( 6 - 3 = 3 \), \( 12 - 6 = 6 \). Not constant either, so not quadratic.

Step two: test (a) for ratios. \( \dfrac{6}{3} = 2 \), \( \dfrac{12}{6} = 2 \), \( \dfrac{24}{12} = 2 \). Constant. Exponential, with \( b = 2 \). Building the model: at \( x = 1 \) the value is 3, so \( a \cdot 2^1 = 3 \) gives \( a = 1.5 \), and \( y = 1.5 \cdot 2^x \). Check at \( x = 4 \): \( 1.5 \times 16 = 24 \). Correct.

Step three: test (b). First differences: \( 8 - 2 = 6 \), \( 18 - 8 = 10 \), \( 32 - 18 = 14 \). Not constant. Second differences: \( 10 - 6 = 4 \), \( 14 - 10 = 4 \). Constant. Quadratic.

Step four: identify the quadratic in (b). The second difference is 4, and for a quadratic \( ax^2 + bx + c \) with unit steps the second difference is \( 2a \), so \( a = 2 \). Testing \( y = 2x^2 \): at \( x = 1, 2, 3, 4 \) this gives \( 2, 8, 18, 32 \). Exactly the data. The contrast with (a) is the point: both tables curve upward and both grow quickly, but one multiplies by 2 each step and the other does not.

Step five: compare at small values in (c). At \( x = 1 \): \( f = 51{,}000 \); \( g = 2 \). At \( x = 10 \): \( f = 60{,}000 \); \( g = 1024 \). The linear function is ahead by a factor of nearly 60. Nothing suggests the exponential will catch up.

Step six: push further and find the crossover. At \( x = 15 \): \( f = 65{,}000 \); \( g = 32{,}768 \). Still behind, but the gap has closed sharply. At \( x = 16 \): \( f = 66{,}000 \); \( g = 65{,}536 \). Behind by only 464. At \( x = 17 \): \( f = 67{,}000 \); \( g = 131{,}072 \). Ahead by more than 64,000. The crossover is between \( x = 16 \) and \( x = 17 \).

Step seven: note what happens afterward. At \( x = 20 \): \( f = 70{,}000 \); \( g = 1{,}048{,}576 \), fifteen times larger. At \( x = 30 \): \( f = 80{,}000 \); \( g \approx 1.07 \times 10^9 \), more than thirteen thousand times larger. The exponential does not merely overtake; it leaves the linear function behind by a ratio that itself grows without bound.

Step eight: answer (d). Compare how each behaves per step. A linear function adds the same amount every step, so the increment is fixed forever. A quadratic's increment grows, but only linearly. An exponential multiplies by \( b \) every step, so its increment is proportional to its current size. Once the exponential is large, its growth per step is large, and that feeds back into making it larger still. The precise statement. For the ratio \( \dfrac{b^x}{x^n} \) with \( b \gt 1 \), increasing \( x \) by 1 multiplies the numerator by \( b \) and the denominator by \( \left( \dfrac{x+1}{x} \right)^n \), which approaches 1. So the ratio is eventually multiplied by something close to \( b \) at each step, and therefore grows without bound. Why the head start does not matter. A larger linear coefficient or a higher polynomial degree delays the crossover but cannot prevent it. Replacing \( 1000x \) with \( x^{100} \) moves the crossover out enormously and changes nothing about the eventual outcome. Where this matters in practice. Compound interest beats a fixed annual payment given enough time; an epidemic's case count outruns any linear projection; and an algorithm with exponential running time becomes unusable at a problem size where a polynomial one is still fast. In each case the short-run comparison is actively misleading, which is the reason to know the long-run result.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. What is constant for linear data?
    Show the full solution

    The first differences

  2. What is constant for exponential data?
    Show the full solution

    The ratio of consecutive outputs

  3. Classify 5, 10, 15, 20.
    Show the full solution

    Differences all 5. Linear

  4. Classify 5, 10, 20, 40.
    Show the full solution

    Ratios all 2. Exponential

  5. Does an exponential eventually exceed any polynomial?
    Show the full solution

    Yes

  6. Classify 1, 4, 9, 16, 25 and give a formula.
    Show the full solution

    First differences: 3, 5, 7, 9. Not constant. Second differences: 2, 2, 2. Constant. Quadratic. The second difference is 2, so \( 2a = 2 \) and \( a = 1 \). Testing \( y = x^2 \) at \( x = 1 \) through 5 gives exactly the data. Quadratic, \( y = x^2 \)

  7. Classify 100, 90, 81, 72.9 and give a formula.
    Show the full solution

    Differences: \( -10 \), \( -9 \), \( -8.1 \). Not constant. Ratios: \( \dfrac{90}{100} = 0.9 \), \( \dfrac{81}{90} = 0.9 \), \( \dfrac{72.9}{81} = 0.9 \). Constant. Exponential decay with \( b = 0.9 \). If the first value is at \( x = 0 \), the model is \( y = 100(0.9)^x \). Check at \( x = 3 \): \( 100(0.729) = 72.9 \). Correct. Exponential, \( y = 100(0.9)^x \)

  8. Two savings plans: Plan A adds $2000 per year to an account starting at $10,000. Plan B starts at $10,000 and grows 8 percent per year. Compare after 5, 15 and 30 years.
    Show the full solution

    Plan A is linear: \( A(t) = 10000 + 2000t \). Plan B is exponential: \( B(t) = 10000(1.08)^t \). At \( t = 5 \). \( A = 10000 + 10000 = \$20{,}000 \). \( B = 10000(1.08)^5 = 10000(1.469328) \approx \$14{,}693 \). Plan A is well ahead. At \( t = 15 \). \( A = 10000 + 30000 = \$40{,}000 \). \( B = 10000(1.08)^{15} = 10000(3.172169) \approx \$31{,}722 \). Plan A still ahead, but the gap has narrowed in relative terms. At \( t = 30 \). \( A = 10000 + 60000 = \$70{,}000 \). \( B = 10000(1.08)^{30} = 10000(10.062657) \approx \$100{,}627 \). Plan B is now ahead by over $30,000. The crossover. Testing between: at \( t = 24 \), \( A = \$58{,}000 \) and \( B = 10000(6.341181) \approx \$63{,}412 \), so B is already ahead. At \( t = 22 \), \( A = \$54{,}000 \) and \( B = 10000(5.436540) \approx \$54{,}365 \), B barely ahead. At \( t = 21 \), \( A = \$52{,}000 \) and \( B \approx \$50{,}338 \), A ahead. So the crossover is between 21 and 22 years. Plan A leads for about 22 years, then Plan B pulls away permanently

  9. Explain why a short table can make exponential and quadratic data look alike.
    Show the full solution

    Over a few steps both curve upward and both have growing increments, so the shapes are visually similar. The difference is in how the increments grow, and that takes several data points to become visible. A concrete near-collision. Compare \( y = 2^x \) and \( y = x^2 \) at \( x = 2, 3, 4 \): the values are 4, 8, 16 and 4, 9, 16. They agree at both ends and differ by only 1 in the middle. A three-point table there would not distinguish them. What separates them. Extending to \( x = 5 \) gives 32 and 25, and to \( x = 10 \) gives 1024 and 100. The gap becomes decisive, but only after the range is extended. The reliable test. Compute both the second differences and the ratios. For genuinely quadratic data the second differences are exactly constant; for exponential data the ratios are. Applying both tests to the same table settles it without needing more points. The judgment the test cannot make. Real data is never exact, so both tests give approximately constant results and the choice becomes a matter of which is closer. That is where the mechanism matters: ask whether the quantity grows by adding a fixed amount, by an amount that itself grows steadily, or by multiplying. A population reproducing multiplies; an object falling under gravity accumulates distance quadratically. The physical reasoning usually decides the model more reliably than the numbers do. Both curve upward with growing increments, and the difference in how the increments grow only becomes visible over a longer range

  10. A rumor spreads so that the number of people who have heard it doubles every 3 hours, starting with 2 people. A town has 50,000 residents. Find when everyone has heard it, and explain what the model gets wrong.
    Show the full solution

    Build the model. Doubling every 3 hours from an initial 2: \( N(t) = 2 \cdot 2^{t/3} \), with \( t \) in hours. Tabulate by doublings. \( t = 0 \): 2. \( t = 3 \): 4. \( t = 6 \): 8. \( t = 15 \): \( 2 \cdot 2^5 = 64 \). \( t = 30 \): \( 2 \cdot 2^{10} = 2048 \). \( t = 39 \): \( 2 \cdot 2^{13} = 16{,}384 \). \( t = 42 \): \( 2 \cdot 2^{14} = 32{,}768 \). \( t = 45 \): \( 2 \cdot 2^{15} = 65{,}536 \). Find when it reaches 50,000. Between \( t = 42 \) and \( t = 45 \), since 32,768 is below and 65,536 is above. Testing \( t = 44 \): the exponent is \( \dfrac{44}{3} \approx 14.667 \), so \( N \approx 2 \cdot 2^{14.667} \). Since \( 2^{0.667} \approx 1.587 \), \( N \approx 2 \times 16384 \times 1.587 \approx 52{,}000 \). Just above. Testing \( t = 43.5 \): exponent 14.5, \( 2^{0.5} \approx 1.414 \), so \( N \approx 2 \times 16384 \times 1.414 \approx 46{,}340 \). Just below. So the model predicts everyone has heard it after roughly 43.8 hours, a little under two days. Check the scale of the answer. Going from 2 people to 50,000 requires about \( \log_2 25000 \approx 14.6 \) doublings, and at 3 hours each that is about 43.8 hours. Consistent. What the model gets wrong. First, it assumes every person who knows tells new people at a constant rate. In reality, as the rumor spreads, more and more of the people told already know it, so the effective rate falls. The growth slows long before saturation. Second, it treats the population as unlimited during the growth phase, but the last doubling would require 25,000 new listeners, which is half the town. There are not enough uninformed people left. Third, it produces non-integer counts, predicting 46,340.7 people at some instant, when the real quantity is a whole number. Fourth, it ignores that some people never hear rumors at all. What a better model looks like. Spread of this kind is usually modeled with a logistic curve, which grows exponentially at first, then bends over and levels off at the population size. The exponential model is the early portion of that curve and is accurate only while the informed fraction is small, here for perhaps the first 30 hours. Why the exponential model is still useful. It correctly captures the order of magnitude of the timescale, days rather than weeks or minutes, and it correctly identifies that the last few doublings happen astonishingly fast. Those two conclusions survive the model's flaws, and stating which conclusions survive is what makes a limited model worth reporting. About 44 hours; the model ignores saturation and overestimates the late stages

Lesson 6.6 · Unit 6 · F-LE.4

Writing a model when the period, not the rate, is given

Many real processes are described by how long they take to halve or double rather than by a percentage rate. The model is built by putting that period into the exponent, and converting between the two descriptions is a matter of rewriting the base.

The method
  1. Half-life form: \( A(t) = A_0\left( \dfrac{1}{2} \right)^{t/h} \), where \( h \) is the half-life.
  2. Doubling form: \( N(t) = N_0 \cdot 2^{t/d} \), where \( d \) is the doubling time.
  3. The exponent counts how many periods have elapsed, which is why the time is divided by the period.
  4. Check by substituting one period: the result must be exactly half or exactly double.
  5. To convert to a per-unit-time base, compute \( \left( \dfrac{1}{2} \right)^{1/h} \) or \( 2^{1/d} \).
  6. To convert to base \( e \), write \( A_0e^{kt} \) with \( k \) negative for decay; finding \( k \) needs a logarithm, from lesson 7.5.
  7. A quantity never reaches zero, so questions ask when it falls below a threshold.
  8. Whole numbers of periods are computable without logarithms; anything else needs unit 7.

Where students lose marks: writing the exponent as \( t \times h \) rather than \( \dfrac{t}{h} \). With a half-life of 5730 years, 11,460 years is two half-lives, so the exponent is 2, not 65,668,000. Substituting one half-life and checking for exactly half catches the error instantly.

Worked example

The problem. (a) Carbon-14 has a half-life of 5730 years. Write a model and find when a sample is at 25 percent of its original amount. (b) 200 mg of a drug has a 4-hour half-life. Find the amount after 12 hours. (c) A population of 500 doubles every 12 years. Find it after 36 years. (d) Convert the model in (c) to a per-year growth rate.

Step one: write the model for (a). \( A(t) = A_0\left( \dfrac{1}{2} \right)^{t/5730} \), with \( t \) in years. Check at \( t = 5730 \): the exponent is 1, giving \( \dfrac{A_0}{2} \). Exactly half. Correct.

Step two: solve the 25 percent question in (a). Twenty-five percent is \( \dfrac{1}{4} = \left( \dfrac{1}{2} \right)^2 \), which is two halvings. So the exponent must equal 2: \( \dfrac{t}{5730} = 2 \), giving \( t = 11{,}460 \) years. Check: after 5730 years the sample is at 50 percent, and after another 5730 it is at 25 percent. Correct. Why no logarithm was needed: 25 percent is a whole number of halvings. Asking for 30 percent would require lesson 7.5.

Step three: set up (b). \( A(t) = 200\left( \dfrac{1}{2} \right)^{t/4} \), with \( t \) in hours.

Step four: evaluate (b). At \( t = 12 \) the exponent is \( \dfrac{12}{4} = 3 \), three half-lives. \( A(12) = 200\left( \dfrac{1}{2} \right)^3 = 200 \times \dfrac{1}{8} = 25 \) mg. Check step by step: \( 200 \to 100 \to 50 \to 25 \) over three four-hour periods. Correct. The clinical meaning: this is why a drug with a 4-hour half-life is dosed every 4 to 6 hours. After 12 hours only an eighth remains, below the effective level for most medications.

Step five: set up and evaluate (c). \( P(t) = 500 \cdot 2^{t/12} \), with \( t \) in years. At \( t = 36 \) the exponent is \( \dfrac{36}{12} = 3 \), three doublings. \( P(36) = 500 \cdot 8 = 4000 \). Check: \( 500 \to 1000 \to 2000 \to 4000 \) over three twelve-year periods. Correct.

Step six: begin (d). A per-year model has the form \( P_0 b^t \), so the task is to find the single-year factor. Setting \( t = 1 \) in the doubling form gives the factor \( 2^{1/12} \).

Step seven: compute and interpret (d). \( 2^{1/12} \approx 1.059463 \). So \( P(t) \approx 500(1.059463)^t \), a growth rate of about 5.95 percent per year. Check at \( t = 12 \): \( (1.059463)^{12} \approx 2.0000 \), so \( P(12) \approx 1000 \). Doubled. Correct. Check at \( t = 36 \): \( (1.059463)^{36} = \left( (1.059463)^{12} \right)^3 \approx 8 \), giving 4000. Agrees with the doubling form.

Step eight: note the general relationship. The two forms describe the same function and are freely interchangeable: a doubling time of \( d \) corresponds to an annual factor of \( 2^{1/d} \), and conversely an annual factor of \( b \) corresponds to a doubling time found by solving \( b^d = 2 \), which needs a logarithm. A useful approximation. The rule of 70 says the doubling time is roughly \( \dfrac{70}{\text{percent rate}} \). Here \( \dfrac{70}{5.95} \approx 11.8 \) years, against the exact 12. Close enough for mental estimates, and it works because of a property of logarithms developed in lesson 7.5. Why the factor \( 2^{1/12} \approx 1.0595 \) is not \( \dfrac{2}{12} \). Growth compounds, so twelve years of 5.95 percent growth multiplies by \( 1.0595^{12} = 2 \), while twelve years of simple 8.33 percent growth would add 100 percent linearly and give a different result. Confusing the two is the same rate-against- factor error as lesson 6.2.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. A substance has a 10-year half-life. What fraction remains after 20 years?
    Show the full solution

    Two half-lives. \( \frac{1}{4} \)

  2. What fraction remains after 30 years?
    Show the full solution

    Three half-lives. \( \frac{1}{8} \)

  3. Write a model for 80 grams with a 6-day half-life.
    Show the full solution

    \( A(t) = 80(0.5)^{t/6} \)

  4. A culture doubles every 4 hours from 25 cells. Find the count after 8 hours.
    Show the full solution

    Two doublings. 100 cells

  5. Does a decaying quantity ever reach exactly zero?
    Show the full solution

    No

  6. A 500 mg dose has a 6-hour half-life. Find the amount after 24 hours.
    Show the full solution

    \( \dfrac{24}{6} = 4 \) half-lives. \( A = 500\left( \dfrac{1}{2} \right)^4 = 500 \times \dfrac{1}{16} = 31.25 \) mg. Check: \( 500 \to 250 \to 125 \to 62.5 \to 31.25 \). Correct. 31.25 mg

  7. A radioactive sample is at 12.5 percent of its original amount after 900 years. Find its half-life.
    Show the full solution

    12.5 percent is \( \dfrac{1}{8} = \left( \dfrac{1}{2} \right)^3 \), so three half-lives have passed. \( 3h = 900 \), giving \( h = 300 \) years. Check: after 300 years 50 percent remains, after 600 years 25 percent, after 900 years 12.5 percent. Correct. 300 years

  8. A town of 8000 grows with a doubling time of 25 years. Write the model, find the population after 50 years, and give the annual growth rate.
    Show the full solution

    Model: \( P(t) = 8000 \cdot 2^{t/25} \). At \( t = 50 \): two doublings, so \( P = 8000 \times 4 = 32{,}000 \). Annual factor: \( 2^{1/25} \approx 1.028140 \), so about 2.81 percent per year. Check: \( (1.028140)^{25} \approx 2.0000 \), confirming the doubling. Cross-check with the rule of 70: \( \dfrac{70}{2.81} \approx 24.9 \) years, against the exact 25. Close. \( P(t) = 8000 \cdot 2^{t/25} \), 32,000 people, about 2.81 percent per year

  9. Explain why the exponent is \( \dfrac{t}{h} \) rather than \( th \) or \( \dfrac{h}{t} \).
    Show the full solution

    The exponent must count how many half-lives have elapsed, because each half-life contributes one factor of \( \dfrac{1}{2} \). Elapsed time divided by the length of one period gives that count. With a half-life of 5 years, 15 years is \( \dfrac{15}{5} = 3 \) periods, so the exponent is 3 and the amount is \( \left( \dfrac{1}{2} \right)^3 \). Why \( th \) fails. It would give \( 15 \times 5 = 75 \) as the exponent, meaning 75 halvings after only 15 years. The prediction would be about \( 3 \times 10^{-23} \) of the original, which is absurd. Why \( \dfrac{h}{t} \) fails. It gives \( \dfrac{5}{15} = 0.333 \), meaning a third of one halving in 15 years, so the quantity would barely decrease. It also behaves backwards: more elapsed time would make the exponent smaller and the remaining amount larger. The one-line check. Substitute \( t = h \), one full period. The correct form gives an exponent of exactly 1 and therefore exactly half. Any other form fails this test, and it takes a few seconds. The units view. An exponent must be a pure number, not a quantity with units. Dividing years by years leaves a dimensionless count, while multiplying years by years would give square years, which cannot be an exponent. That check generalizes to every model of this kind. The exponent counts elapsed periods, which is time divided by the period's length; substituting \( t = h \) must give exactly one halving

  10. A patient takes 300 mg of a drug with a 5-hour half-life every 10 hours. Find how much remains just before the second dose, just before the third, and explain what happens in the long run.
    Show the full solution

    Set up. Each dose decays according to \( A(t) = 300\left( \dfrac{1}{2} \right)^{t/5} \). Doses arrive at \( t = 0, 10, 20, \ldots \) hours. Just before the second dose, at \( t = 10 \). Only the first dose has been taken, and 10 hours is two half-lives. \( 300 \times \dfrac{1}{4} = 75 \) mg. The second dose is then added, bringing the total to \( 75 + 300 = 375 \) mg. Just before the third dose, at \( t = 20 \). Both previous doses have decayed. The first has been in the body 20 hours, four half-lives; the second has been in 10 hours, two half-lives. First dose remaining: \( 300 \times \dfrac{1}{16} = 18.75 \) mg. Second dose remaining: \( 300 \times \dfrac{1}{4} = 75 \) mg. Total: \( 93.75 \) mg. Check by a shortcut. The 375 mg present just after the second dose decays for 10 hours, two half-lives: \( 375 \times \dfrac{1}{4} = 93.75 \) mg. Agrees, and this is the faster route. Continue the pattern. After the third dose: \( 93.75 + 300 = 393.75 \) mg. Just before the fourth: \( 393.75 \times \dfrac{1}{4} = 98.44 \) mg. After the fourth: \( 398.44 \) mg. Just before the fifth: \( 99.61 \) mg. The long-run behavior. The trough values are climbing but by ever smaller amounts: 75, 93.75, 98.44, 99.61. They are approaching a limit. Find the limit. At steady state, the amount just before a dose, call it \( L \), must satisfy: add 300, then decay for two half-lives, and return to \( L \): \( (L + 300) \times \dfrac{1}{4} = L \). \( L + 300 = 4L \), so \( 3L = 300 \) and \( L = 100 \) mg. Verify. Starting at 100, adding 300 gives 400, and quartering gives 100. Stable. Correct. So the peaks approach 400 mg and the troughs approach 100 mg. The body reaches a steady state where each dose exactly replaces what was cleared. Why this matters clinically. The steady state is higher than a single dose, which is why a loading dose is sometimes given: to reach the therapeutic range immediately rather than after four or five doses. And the trough of 100 mg is the number that determines whether the drug stays effective between doses. The mathematics underneath. The trough values form a geometric series, and the limit found above is its sum. Lesson 8.6 develops infinite geometric series properly and would give the same 100 mg directly as \( \dfrac{300 \times \frac{1}{4}}{1 - \frac{1}{4}} = \dfrac{75}{0.75} = 100 \). 75 mg, then 93.75 mg; the troughs approach 100 mg and the peaks 400 mg

Lesson 6.7 · Unit 6 · S-ID.6a

Interpolation, extrapolation and when to stop trusting a model

Real data never fits a formula exactly. Fitting a model means choosing the best available description, and using it responsibly means knowing the range over which it can be trusted. This lesson closes the unit on that distinction.

The method
  1. Plot or tabulate the data first and look at its shape before choosing a model type.
  2. Test for a constant ratio to check whether exponential is plausible.
  3. Real ratios will vary; judge whether the variation is small relative to the trend.
  4. Fit by averaging the ratios, or by using the first and last points to find the overall factor.
  5. Check the fitted model against every data point, and report the largest disagreement.
  6. Interpolation means predicting inside the measured range, and is usually reliable.
  7. Extrapolation means predicting outside it, and becomes less reliable the further it reaches.
  8. State the domain on which the model should be trusted, and say what would make it fail.

Where students lose marks: extrapolating without comment. A model fitted to five years of data can be evaluated at \( t = 500 \), and the arithmetic will be correct while the answer is meaningless. A complete answer states the range of validity alongside the prediction.

Worked example

The problem. A town's population is recorded as 12,000, 13,300, 14,600 and 16,200 at the start of years 0, 2, 4 and 6. (a) Decide whether a linear or exponential model fits better. (b) Fit an exponential model. (c) Predict the population at year 5 and at year 10. (d) State which prediction is more trustworthy and why.

Step one: test linear for (a). Differences over each two-year step: \( 13300 - 12000 = 1300 \). \( 14600 - 13300 = 1300 \). \( 16200 - 14600 = 1600 \). The first two match exactly and the third is 23 percent larger. Roughly linear, with a deviation at the end.

Step two: test exponential for (a). Ratios over each step: \( \dfrac{13300}{12000} \approx 1.10833 \). \( \dfrac{14600}{13300} \approx 1.09774 \). \( \dfrac{16200}{14600} \approx 1.10959 \). These agree to within about 1 percent of each other, which is much tighter than the differences agreed. Exponential fits better.

Step three: fit the model for (b). Average the three ratios: \( \dfrac{1.10833 + 1.09774 + 1.10959}{3} \approx 1.10522 \) per two years. With \( a = 12000 \) and the exponent counting two-year periods: \( P(t) = 12000(1.10522)^{t/2} \).

Step four: convert to an annual form. The annual factor is \( \sqrt{1.10522} \approx 1.05129 \). \( P(t) \approx 12000(1.05129)^t \), a growth of about 5.13 percent per year. Either form is acceptable; the annual one is easier to interpret.

Step five: check the model against every data point. \( t = 0 \): 12,000. Exact by construction. \( t = 2 \): \( 12000(1.10522) \approx 13{,}263 \). Measured 13,300. Off by 37, about 0.3 percent. \( t = 4 \): \( 12000(1.10522)^2 \approx 14{,}657 \). Measured 14,600. Off by 57, about 0.4 percent. \( t = 6 \): \( 12000(1.10522)^3 \approx 16{,}199 \). Measured 16,200. Off by 1. The largest disagreement is under half a percent, which is excellent agreement for population data.

Step six: interpolate for (c). Year 5 lies between measurements at years 4 and 6, so this is interpolation. \( P(5) \approx 12000(1.05129)^5 \). \( (1.05129)^5 \approx 1.28418 \). \( P(5) \approx 15{,}410 \) people. Sanity check: it should fall between the measured 14,600 and 16,200, and it does, closer to the midpoint. Correct.

Step seven: extrapolate for (c). Year 10 is four years beyond the last measurement, so this is extrapolation. \( (1.05129)^{10} \approx 1.64912 \). \( P(10) \approx 12000 \times 1.64912 \approx 19{,}789 \) people.

Step eight: answer (d). The year 5 prediction is far more trustworthy. Why interpolation is safe here. The model was verified to within half a percent at years 0, 2, 4 and 6, and year 5 sits between two of those checks. Whatever the model gets wrong, it cannot get it very wrong in a gap that narrow. Why extrapolation is riskier. Nothing has been verified beyond year 6. The model assumes the growth rate stays at 5.13 percent for four more years, and that is an assumption about the future rather than a fact about the data. A factory closing, a housing development opening, or a change in the regional economy would break it. How the risk grows. At year 10 the prediction is about 19,800. At year 50 the same model gives \( 12000(1.05129)^{50} \approx 12000 \times 12.15 \approx 146{,}000 \), and at year 100 it gives about 1.8 million. A town does not grow that way indefinitely, because land, water and infrastructure impose limits. The model contains no mechanism for those limits, so it happily predicts impossible numbers. The honest way to report the results. Give the year 5 figure as a prediction with a stated uncertainty of roughly half a percent. Give the year 10 figure as a projection conditional on the growth rate continuing, and say explicitly that the model should not be used beyond about year 10 without new data.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. What does interpolation mean?
    Show the full solution

    Predicting inside the measured range

  2. What does extrapolation mean?
    Show the full solution

    Predicting outside the measured range

  3. Which is generally more reliable?
    Show the full solution

    Interpolation

  4. Data has ratios 1.21, 1.19 and 1.20. Is exponential plausible?
    Show the full solution

    Nearly constant. Yes

  5. Should a model be checked against one data point or all of them?
    Show the full solution

    All of them

  6. Data at \( x = 0, 1, 2, 3 \) is 200, 240, 288, 346. Decide the model type and fit it.
    Show the full solution

    Differences: 40, 48, 58. Not constant, and growing. Ratios: \( \dfrac{240}{200} = 1.20 \), \( \dfrac{288}{240} = 1.20 \), \( \dfrac{346}{288} \approx 1.2014 \). Nearly constant. Exponential with \( b \approx 1.20 \) and \( a = 200 \). Model: \( y = 200(1.2)^x \). Check: \( x = 3 \) gives \( 200(1.728) = 345.6 \), against the measured 346. Off by 0.4, about 0.1 percent. Excellent. \( y = 200(1.2)^x \)

  7. A model \( P(t) = 500(1.04)^t \) was fitted to data from \( t = 0 \) to \( t = 8 \). Evaluate at \( t = 6 \) and \( t = 40 \), and comment on each.
    Show the full solution

    At \( t = 6 \): \( (1.04)^6 \approx 1.265319 \), so \( P \approx 633 \). This is interpolation, inside the fitted range, and should be reliable to whatever accuracy the original fit achieved. At \( t = 40 \): \( (1.04)^{40} \approx 4.801021 \), so \( P \approx 2401 \). This is extrapolation 32 years beyond the data, four times the length of the fitted range. The arithmetic is correct but the prediction rests entirely on the assumption that 4 percent growth continues for four decades, which nothing in the data supports. 633 is a prediction; 2401 is a projection conditional on an unverified assumption

  8. Two models are fitted to the same data. Model A misses by at most 2 percent; Model B misses by at most 0.5 percent but is a degree-6 polynomial. Which would you prefer and why?
    Show the full solution

    Model A, in most circumstances. Why the closer fit is not automatically better. A degree-6 polynomial has seven coefficients, enough freedom to pass very close to almost any small data set. Fitting the data well is therefore weak evidence that it has captured the underlying pattern; it may simply be tracing the noise. What that costs. A model that fits the noise behaves wildly outside the data range. High-degree polynomials typically swing off to large positive or negative values just beyond the last data point, so Model B's predictions would be unusable for extrapolation even though its fit looks better. When Model B would be preferable. If there is a reason to expect the underlying process to be a degree-6 polynomial, or if the only use is interpolation well inside the data range, the closer fit is worth having. The general principle. Prefer the simplest model consistent with the data, and prefer a model whose form matches the mechanism. A 2 percent miss from a model with two parameters is usually more informative than a 0.5 percent miss from one with seven. Model A, because a high-degree fit likely traces noise and behaves badly outside the data

  9. Explain why a model should be reported with its range of validity.
    Show the full solution

    A formula does not know where it came from. It will return a number for any input, including inputs the data never covered and situations the model was never meant to describe. Reporting the range of validity is what prevents that number from being mistaken for a finding. What goes wrong without it. An exponential population model extended far enough predicts more people than the planet can hold. A linear model of a child's height extended far enough predicts a forty-foot adult. Both are arithmetically correct and both are worthless, and nothing inside the model flags the problem. What the range should be based on. The span of the data is the starting point: predictions inside it are interpolations and are supported. Beyond it, the question is whether the mechanism producing the pattern can reasonably be expected to continue, which is a judgment about the situation rather than about the numbers. What else belongs in the report. The largest disagreement between the model and the data, so a reader knows the accuracy. The assumptions, such as constant growth rate or unlimited resources. And what would make the model fail, which is often the most useful sentence in the whole analysis. Why this is a mathematical point and not just good manners. A model is a claim about a relationship, and a claim without its conditions is not a complete claim. Stating the domain is part of stating the function, exactly as it was in lesson 1.1. A formula returns a number for any input, so without a stated range nothing distinguishes a supported prediction from a meaningless one

  10. Website visits are measured at 1200, 1560, 2028 and 2636 over four consecutive months. Fit a model, predict month 6, and assess how far the model can be pushed.
    Show the full solution

    Label the months. Take \( t = 0, 1, 2, 3 \) for the four measurements. Test linear. Differences: 360, 468, 608. Growing, not constant. Not linear. Test exponential. Ratios: \( \dfrac{1560}{1200} = 1.30 \). \( \dfrac{2028}{1560} = 1.30 \). \( \dfrac{2636}{2028} \approx 1.29980 \). Constant to four decimal places. Strongly exponential. Fit the model. \( V(t) = 1200(1.3)^t \), with \( t \) in months. Check against every point. \( t = 1 \): \( 1200(1.3) = 1560 \). Exact. \( t = 2 \): \( 1200(1.69) = 2028 \). Exact. \( t = 3 \): \( 1200(2.197) = 2636.4 \). Measured 2636. Off by 0.4, under 0.02 percent. The fit is essentially perfect, which suggests the data was generated by a clean process or has been rounded. Predict month 6, that is \( t = 5 \). \( (1.3)^5 = (1.3)^2 \times (1.3)^3 = 1.69 \times 2.197 = 3.71293 \). \( V(5) \approx 1200 \times 3.71293 \approx 4456 \) visits. Check the intermediate month. \( t = 4 \) gives \( 1200(2.8561) \approx 3427 \), so the sequence runs 2636, 3427, 4456. The growth is accelerating in absolute terms, as exponential growth does. How far can this be pushed? Short reach is reasonable. Two months beyond four months of data is a modest extrapolation, and the fit is exceptionally tight, so 4456 is a defensible projection. Longer reach is not. At \( t = 12 \), one year from the start, \( 1200(1.3)^{12} \approx 1200 \times 23.30 \approx 27{,}960 \) visits. At \( t = 24 \), \( 1200(1.3)^{24} \approx 1200 \times 542.8 \approx 651{,}000 \). At \( t = 36 \), about 15.2 million. At \( t = 48 \), about 353 million, which exceeds the population of the United States. Why it must break down. Thirty percent monthly growth means roughly a 23-fold increase per year. No website sustains that for long, because the pool of potential visitors is finite and marketing, server capacity and interest all saturate. What a better long-run model would look like. A logistic curve, growing exponentially at first and leveling off at some ceiling set by the addressable audience. The exponential model is the early part of that curve. The recommendation. Use \( V(t) = 1200(1.3)^t \) for projections up to about month 8, report the month 6 figure of roughly 4450 visits, and collect more data before projecting further. State that the 30 percent monthly rate is the assumption the whole projection depends on and that it is the first thing to re-examine. \( V(t) = 1200(1.3)^t \), about 4456 visits in month 6; trustworthy for a few months and not beyond

Unit 6 mixed review · 10 problems · all topics

Unit 6: Exponential Functions and Modeling

The modeling problems all ask the same two questions in different clothing: what is the starting amount, and what is the multiplier per period.

  1. Give the \( y \)-intercept of \( y = 5(2)^x \).
    Show the full solution

    At \( x = 0 \), \( 2^0 = 1 \). 5

  2. Is \( y = 3(0.7)^x \) growth or decay?
    Show the full solution

    The base is between 0 and 1. Decay

  3. Give \( e \) to three decimal places.
    Show the full solution

    2.718

  4. For \( f(x) = 2^x \), find \( f(5) \).
    Show the full solution

    32

  5. Give the horizontal asymptote of \( y = 3^x \).
    Show the full solution

    \( y = 0 \)

  6. A culture of 400 bacteria triples every hour. Write a model and find the count after 4 hours.
    Show the full solution

    \( y = 400(3)^t \) with \( t \) in hours. \( y(4) = 400(81) = 32{,}400 \). 32,400

  7. A substance has a half-life of 8 days. How much of a 200 g sample remains after 24 days?
    Show the full solution

    \( \dfrac{24}{8} = 3 \) half-lives. \( 200 \left( \dfrac{1}{2} \right)^3 = \dfrac{200}{8} = 25 \) g. 25 g

  8. Find the value of $2,000 invested at 4 percent compounded annually for 10 years.
    Show the full solution

    \( 2000(1.04)^{10} \). \( \ln(1.04) \approx 0.039221 \), times 10 gives 0.392207, and \( e^{0.392207} \approx 1.480244 \). \( 2000(1.480244) = 2960.49 \). About $2,960.49

  9. A town of 5,000 grows 3 percent per year. Find its population after 12 years.
    Show the full solution

    \( 5000(1.03)^{12} \). \( \ln(1.03) \approx 0.0295588 \), times 12 gives 0.354706, and \( e^{0.354706} \approx 1.425761 \). \( 5000(1.425761) \approx 7128.8 \). Round to a whole number of people: about 7,129. Sanity check: 3 percent for 12 years is roughly 36 percent simple growth, and compounding should push it somewhat above that. An increase of 42.6 percent is consistent ✓ About 7,129

  10. Compare $1,000 invested for 5 years at 6 percent compounded monthly against the same rate compounded continuously, and explain why the gap is so small.
    Show the full solution

    Monthly compounding. The monthly rate is \( \dfrac{0.06}{12} = 0.005 \), over \( 5 \times 12 = 60 \) periods. \( 1000(1.005)^{60} \). \( \ln(1.005) \approx 0.00498754 \), times 60 gives 0.299252, and \( e^{0.299252} \approx 1.348850 \). Value: $1,348.85. Continuous compounding. \( 1000e^{0.06 \times 5} = 1000e^{0.3} \). \( e^{0.3} \approx 1.349859 \). Value: $1,349.86. The difference. $1.01 over five years on a $1,000 investment, about one tenth of one percent. Why it is so small. Continuous compounding is the limit of compounding more and more often, and that limit is approached quickly. Annual compounding gives \( 1000(1.06)^5 = \$1{,}338.23 \), monthly gets within $1 of the limit, and daily gets within a few cents. The gains from compounding more frequently shrink rapidly once the periods are short. Check the ordering. Annual $1,338.23, monthly $1,348.85, continuous $1,349.86. Each more frequent scheme gives more, as it must, and the increments fall sharply ✓ What this means practically. The advertised rate matters far more than the compounding frequency. A difference of a tenth of a percentage point in the rate would outweigh the entire monthly-to-continuous gap. $1,348.85 monthly and $1,349.86 continuously; the limit is approached quickly

Lesson 7.1 · Unit 7 · F-BF.5

The question "what exponent gives this?" has a name

Unit 6 could answer "what is \( 2^5 \)?" but not "two to what power gives 32?" The logarithm is the notation for that second question, and it is the inverse of the exponential in exactly the sense lesson 1.7 defined.

The method
  1. \( \log_b x = y \) means exactly \( b^y = x \). The two statements are the same fact written two ways.
  2. Read it aloud as a question: \( \log_2 32 \) asks "2 to what power gives 32?"
  3. The base \( b \) must be positive and not 1, the same condition the exponential needed.
  4. The argument \( x \) must be positive, because no real power of a positive base is zero or negative.
  5. \( \log_b 1 = 0 \) for every base, since \( b^0 = 1 \).
  6. \( \log_b b = 1 \) for every base, since \( b^1 = b \).
  7. \( \log \) with no base written means base 10; \( \ln \) means base \( e \).
  8. To evaluate by hand, convert to exponential form and ask what exponent works.

Where students lose marks: taking the logarithm of a negative number or zero. \( \log(-5) \) and \( \log 0 \) are undefined over the reals. That restriction is the source of every extraneous solution in lesson 7.6, so it is worth recording as a domain condition the moment a logarithm appears.

Worked example

The problem. (a) Evaluate \( \log_2 8 \), \( \log_3 81 \), \( \log_{10} 0.001 \) and \( \log_2 \dfrac{1}{16} \). (b) Convert \( \log_5 125 = 3 \) and \( 4^{-2} = \dfrac{1}{16} \) into the other form. (c) Explain why the argument must be positive. (d) Explain why \( \log_b b^x = x \) and \( b^{\log_b x} = x \).

Step one: evaluate the first two in (a). \( \log_2 8 \) asks what power of 2 gives 8. Since \( 2^3 = 8 \), the answer is 3. \( \log_3 81 \) asks what power of 3 gives 81. Since \( 3^4 = 81 \), the answer is 4.

Step two: handle the negative answers in (a). \( \log_{10} 0.001 \) asks what power of 10 gives 0.001. Since \( 0.001 = \dfrac{1}{1000} = 10^{-3} \), the answer is \( -3 \). \( \log_2 \dfrac{1}{16} \) asks what power of 2 gives \( \dfrac{1}{16} \). Since \( 2^{-4} = \dfrac{1}{16} \), the answer is \( -4 \). The output of a logarithm may be negative even though its input may not. Those are different restrictions and confusing them is common.

Step three: convert the first statement in (b). \( \log_5 125 = 3 \) says 5 to the power 3 gives 125, so the exponential form is \( 5^3 = 125 \). Check: \( 5^3 = 125 \). Correct.

Step four: convert the second statement in (b). \( 4^{-2} = \dfrac{1}{16} \) says the exponent \( -2 \) on base 4 produces \( \dfrac{1}{16} \), so the logarithmic form is \( \log_4 \dfrac{1}{16} = -2 \). The pattern for converting: the base stays the base, the exponent becomes the logarithm's value, and the result becomes the argument.

Step five: answer (c). Suppose \( \log_b x \) existed for some \( x \le 0 \). Then there would be a real \( y \) with \( b^y = x \). But \( b \) is positive, and a positive number raised to any real power is positive, as lesson 6.1 established. So \( b^y \) can never be zero or negative, and no such \( y \) exists. The domain of \( \log_b \) is therefore \( x \gt 0 \), which is exactly the range of the exponential. That is what being inverses requires: the domain of one is the range of the other.

Step six: begin (d). Consider \( \log_b b^x \). The question it asks is "what power of \( b \) gives \( b^x \)?" The answer is visibly \( x \). So \( \log_b b^x = x \) for every real \( x \), with no restriction, since \( b^x \) is always positive and therefore always a legal argument.

Step seven: the other composition. Consider \( b^{\log_b x} \). The exponent \( \log_b x \) is by definition the power of \( b \) that produces \( x \). Raising \( b \) to it therefore produces \( x \). So \( b^{\log_b x} = x \), but only for \( x \gt 0 \), since otherwise \( \log_b x \) does not exist to begin with.

Step eight: connect to lesson 1.7. These two statements are exactly the compositions \( f^{-1}(f(x)) = x \) and \( f(f^{-1}(x)) = x \) that define inverse functions. Verify numerically. \( \log_2 2^5 = \log_2 32 = 5 \). Correct. And \( 2^{\log_2 8} = 2^3 = 8 \). Correct. Note the asymmetry in the restrictions. The first composition works for all real \( x \); the second needs \( x \gt 0 \). That is the same asymmetry as \( \sqrt{x^2} \) against \( \left( \sqrt{x} \right)^2 \) in lesson 5.7, and it arises for the same reason: the two functions have different domains, so composing them in different orders produces different conditions.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Evaluate \( \log_3 9 \).
    Show the full solution

    \( 3^2 = 9 \). 2

  2. Evaluate \( \log_5 1 \).
    Show the full solution

    Any base to the zero power is 1. 0

  3. Evaluate \( \log_{10} 10000 \).
    Show the full solution

    \( 10^4 \). 4

  4. Write \( 2^6 = 64 \) in logarithmic form.
    Show the full solution

    \( \log_2 64 = 6 \)

  5. Is \( \log(-8) \) defined over the reals?
    Show the full solution

    No power of 10 is negative. No

  6. Evaluate \( \log_4 \dfrac{1}{64} \).
    Show the full solution

    \( 64 = 4^3 \), so \( \dfrac{1}{64} = 4^{-3} \). \( -3 \)

  7. Evaluate \( \log_9 27 \).
    Show the full solution

    Write both in base 3: \( 9 = 3^2 \) and \( 27 = 3^3 \). Let \( \log_9 27 = y \), so \( 9^y = 27 \), that is \( 3^{2y} = 3^3 \). Equating exponents: \( 2y = 3 \), so \( y = \dfrac{3}{2} \). Check: \( 9^{3/2} = \left( \sqrt{9} \right)^3 = 27 \). Correct. A logarithm need not be a whole number, and rewriting both base and argument as powers of a common base is the way to find an exact fractional value. \( \frac{3}{2} \)

  8. Solve \( \log_x 49 = 2 \) for \( x \).
    Show the full solution

    Convert to exponential form: \( x^2 = 49 \), so \( x = \pm 7 \). But a base must be positive and not 1, so \( x = -7 \) is rejected. \( x = 7 \). Check: \( \log_7 49 = 2 \) since \( 7^2 = 49 \). Correct. \( x = 7 \)

  9. Explain why a logarithm can be negative even though its argument cannot.
    Show the full solution

    The two are different quantities with different restrictions, and the definition makes the difference visible. The argument is the output of an exponential. In \( \log_b x = y \), the \( x \) is \( b^y \), and a positive base raised to any power is positive. So the argument is confined to positive values. The logarithm is the exponent. An exponent may be any real number: positive, zero or negative. A negative exponent produces a value between 0 and 1, which is still positive. Concretely. \( \log_2 \dfrac{1}{8} = -3 \). The argument \( \dfrac{1}{8} \) is positive and the logarithm \( -3 \) is negative, and both are legitimate. The pattern to remember. A logarithm is negative exactly when its argument is between 0 and 1, zero when the argument is 1, and positive when the argument exceeds 1. That reads directly off the graph in lesson 7.2. The argument is a positive power of the base; the logarithm is the exponent, and exponents may be negative

  10. Evaluate \( \log_2 \left( \log_3 \left( \log_5 125 \right) \right) \).
    Show the full solution

    Work from the inside out. Innermost. \( \log_5 125 \) asks what power of 5 gives 125. Since \( 5^3 = 125 \), the value is 3. Middle. The expression becomes \( \log_3 3 \), which asks what power of 3 gives 3. The answer is 1. Outermost. The expression becomes \( \log_2 1 \), which asks what power of 2 gives 1. Since \( 2^0 = 1 \), the answer is 0. 0 Check every stage is legal. Each argument must be positive: 125 is, 3 is, and 1 is. So no step is undefined. A caution about what comes next. Had the innermost evaluated to 1, the middle would give \( \log_3 1 = 0 \), and the outermost would be \( \log_2 0 \), which is undefined. Nested logarithms can fail even when each individual base and argument looks reasonable, so the domain has to be checked at every level rather than only at the start. Why the answer is exactly 0 and not approximately. Every step used an exact power relationship, so no rounding entered anywhere. Evaluating with a calculator would give 0 as well, but the exact route shows why.

Lesson 7.2 · Unit 7 · F-IF.7e

The exponential graph, reflected

Because the logarithm is the inverse of the exponential, its graph is the exponential's graph reflected in the line \( y = x \). Everything about its shape follows from that one fact, including the vertical asymptote and the domain restriction.

The method
  1. \( y = \log_b x \) is the reflection of \( y = b^x \) in the line \( y = x \).
  2. Domain \( x \gt 0 \), range all reals, the exponential's range and domain swapped.
  3. The vertical asymptote is \( x = 0 \), the reflection of the exponential's horizontal asymptote.
  4. It always passes through \( (1, 0) \), since \( \log_b 1 = 0 \) for every base.
  5. It also passes through \( (b, 1) \), since \( \log_b b = 1 \).
  6. For \( b \gt 1 \) the graph increases, slowly but without bound.
  7. The general form is \( y = a\log_b(x - h) + k \), with the same four transformations as always.
  8. The asymptote moves to \( x = h \), and the domain becomes \( x \gt h \).

Where students lose marks: leaving the domain unrestricted after a horizontal shift. For \( y = \log_2(x - 3) \) the argument must be positive, so \( x \gt 3 \), and the asymptote is \( x = 3 \) rather than \( x = 0 \).

Worked example

The problem. (a) Plot five points on \( y = \log_2 x \) and describe the graph. (b) Give the domain, asymptote and two points for \( y = \log_2(x - 3) + 1 \). (c) Give the same for \( y = -\log_3 x \). (d) Explain why the graph rises so slowly.

Step one: choose convenient points for (a). Pick \( x \)-values that are powers of 2, so the logarithms are exact. \( \left( \dfrac{1}{4}, -2 \right) \), \( \left( \dfrac{1}{2}, -1 \right) \), \( (1, 0) \), \( (2, 1) \), \( (4, 2) \), \( (8, 3) \).

Step two: describe the shape. The graph rises from left to right, steeply near the \( y \)-axis and then flattening. As \( x \) approaches 0 from the right, the values fall without bound, so \( x = 0 \) is a vertical asymptote. The graph never reaches or crosses the \( y \)-axis. Domain \( x \gt 0 \), range all reals.

Step three: read the transformations in (b). Comparing with \( a\log_b(x - h) + k \): \( h = 3 \) and \( k = 1 \). Right 3 and up 1.

Step four: give the details for (b). Domain: the argument must be positive, so \( x - 3 \gt 0 \) and \( x \gt 3 \). Asymptote: \( x = 3 \), moved right along with the graph. Two points: at \( x = 4 \) the argument is 1, so \( y = 0 + 1 = 1 \), giving \( (4, 1) \). At \( x = 7 \) the argument is 4, so \( y = 2 + 1 = 3 \), giving \( (7, 3) \). Choosing \( x \) to make the argument a power of the base keeps the arithmetic exact.

Step five: read and analyze (c). \( y = -\log_3 x \) has \( a = -1 \), a reflection in the \( x \)-axis. Domain: still \( x \gt 0 \), since the reflection is vertical and does not touch the argument. Asymptote: still \( x = 0 \), for the same reason. The graph now decreases: it falls from left to right.

Step six: give points for (c). At \( x = 1 \): \( y = -0 = 0 \), giving \( (1, 0) \). At \( x = 9 \): \( \log_3 9 = 2 \), so \( y = -2 \), giving \( (9, -2) \). At \( x = \dfrac{1}{3} \): \( \log_3 \dfrac{1}{3} = -1 \), so \( y = 1 \), giving \( \left( \dfrac{1}{3}, 1 \right) \). The graph passes through \( (1, 0) \) as every logarithmic graph does, since the reflection fixes that point.

Step seven: begin (d). The exponential \( y = 2^x \) rises extremely quickly: to get from \( y = 1 \) to \( y = 1024 \) takes only 10 steps in \( x \). Reflecting in \( y = x \) swaps the axes, so what was rapid vertical growth becomes rapid horizontal growth, which looks like slow vertical growth.

Step eight: make it concrete. On \( y = \log_2 x \), reaching \( y = 10 \) requires \( x = 1024 \). Reaching \( y = 20 \) requires \( x = 1{,}048{,}576 \). Each additional unit of height requires doubling the input. The consequence. Logarithmic growth is the slowest growth that still increases without bound: it does eventually exceed any fixed number, but it takes exponentially long to do so. Why that makes it useful. Any quantity spanning many orders of magnitude can be compressed onto a readable scale by taking logarithms. Lesson 7.7 shows the Richter, decibel and pH scales all doing exactly that: they turn a range of a trillion into a range of twelve.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the domain of \( y = \log_5 x \).
    Show the full solution

    \( x \gt 0 \)

  2. Give the vertical asymptote of \( y = \log x \).
    Show the full solution

    \( x = 0 \)

  3. Through which point does every graph \( y = \log_b x \) pass?
    Show the full solution

    \( (1, 0) \)

  4. Give the range of \( y = \log_2 x \).
    Show the full solution

    All real numbers

  5. In which line is \( y = \log_b x \) the reflection of \( y = b^x \)?
    Show the full solution

    \( y = x \)

  6. Give the domain and asymptote of \( y = \log_3(x + 4) \).
    Show the full solution

    The argument must be positive: \( x + 4 \gt 0 \), so \( x \gt -4 \). Asymptote: \( x = -4 \). Check a point: at \( x = -1 \) the argument is 3, so \( y = 1 \), giving \( (-1, 1) \). The shift is left 4, since \( x + 4 = x - (-4) \). Domain \( x \gt -4 \), asymptote \( x = -4 \)

  7. Give the domain and asymptote of \( y = \log_2(6 - x) \).
    Show the full solution

    Argument positive: \( 6 - x \gt 0 \), so \( x \lt 6 \). The domain runs to the left, because the variable has a negative coefficient inside, which is a horizontal reflection. Asymptote: \( x = 6 \). Check: at \( x = 2 \) the argument is 4, so \( y = 2 \). At \( x = 5 \) the argument is 1, so \( y = 0 \). The graph falls as \( x \) increases toward 6. Domain \( x \lt 6 \), asymptote \( x = 6 \)

  8. Write the equation of \( y = \log_2 x \) shifted 1 right and 3 down, and give its \( x \)-intercept.
    Show the full solution

    \( y = \log_2(x - 1) - 3 \). Domain: \( x \gt 1 \). Asymptote: \( x = 1 \). \( x \)-intercept: set \( y = 0 \): \( \log_2(x - 1) = 3 \), so \( x - 1 = 2^3 = 8 \) and \( x = 9 \). Check: \( \log_2(8) - 3 = 3 - 3 = 0 \). Correct. \( y = \log_2(x-1) - 3 \), \( x \)-intercept at \( x = 9 \)

  9. Explain why a logarithmic graph has a vertical asymptote rather than a horizontal one.
    Show the full solution

    It inherits it from the exponential by reflection. The exponential's asymptote. \( y = b^x \) approaches \( y = 0 \) as \( x \) runs to negative infinity, so it has a horizontal asymptote along the \( x \)-axis. What reflection does to it. Reflecting in \( y = x \) swaps the two axes. A horizontal line through the origin becomes a vertical line through the origin, so the asymptote \( y = 0 \) becomes \( x = 0 \). The direct reason, without reflection. As \( x \) approaches 0 from the right, the question "what power of \( b \) gives \( x \)?" requires an increasingly large negative exponent. To get \( 2^y = 0.001 \) needs \( y \approx -9.97 \); to get \( 2^y = 0.000001 \) needs \( y \approx -19.9 \). The output falls without bound while the input stays near zero, which is exactly what a vertical asymptote is. Why it never crosses. The argument cannot be zero or negative, so the graph has no points at or left of \( x = 0 \). The asymptote is not merely approached; it is the edge of the domain. Reflection in \( y = x \) turns the exponential's horizontal asymptote into a vertical one

  10. The graphs of \( y = 2^x \) and \( y = \log_2 x \) both approach the line \( y = x \) without crossing it. Verify this at three points and explain what it means.
    Show the full solution

    Check \( y = 2^x \) against \( y = x \). At \( x = 1 \): \( 2^1 = 2 \), which exceeds 1. At \( x = 0.5 \): \( 2^{0.5} \approx 1.414 \), which exceeds 0.5. At \( x = 0 \): \( 2^0 = 1 \), which exceeds 0. At \( x = -1 \): \( 2^{-1} = 0.5 \), which exceeds \( -1 \). The exponential lies above \( y = x \) everywhere. Find where they come closest. The gap \( 2^x - x \) is 1 at \( x = 0 \), about 0.914 at \( x = 0.5 \), 1 at \( x = 1 \). Testing between: at \( x = 0.5 \) the gap is 0.914; at \( x = 0.6 \), \( 2^{0.6} \approx 1.516 \), gap 0.916. So the minimum gap is near \( x = 0.53 \) and is about 0.914. It never reaches zero. Check \( y = \log_2 x \) against \( y = x \). At \( x = 1 \): \( \log_2 1 = 0 \), which is below 1. At \( x = 2 \): \( \log_2 2 = 1 \), below 2. At \( x = 0.5 \): \( \log_2 0.5 = -1 \), below 0.5. The logarithm lies below \( y = x \) everywhere. Why the two facts are the same fact. The two graphs are reflections of each other in \( y = x \). If one lies entirely above that line, its mirror image must lie entirely below it. So verifying either statement establishes the other. What it means about solutions. The equation \( 2^x = x \) has no real solution, because the graphs never meet. Neither does \( \log_2 x = x \). That is worth knowing because such equations look solvable and are not. The contrast with a smaller base. This depends on the base being large enough. For \( y = 1.2^x \), the curve does cross \( y = x \): at \( x = 1 \) it gives 1.2, above the line, but at \( x = 2 \) it gives 1.44, below 2. So a crossing occurs between 1 and 2. The general statement holds for bases above \( e^{1/e} \approx 1.4447 \), which is a genuinely surprising threshold and one worth knowing exists even before Precalculus explains it. Both verified; the exponential stays above \( y = x \) and the logarithm below, because they are reflections in that line

Lesson 7.3 · Unit 7 · A-SSE.2

Three properties, each an exponent rule in disguise

The logarithm properties are not new facts. Each is an exponent rule from lesson 5.1 rewritten through the definition, and deriving them once makes them memorable and makes the properties that do not exist obvious.

The method
  1. Product: \( \log_b(MN) = \log_b M + \log_b N \). A logarithm turns multiplication into addition.
  2. Quotient: \( \log_b \dfrac{M}{N} = \log_b M - \log_b N \).
  3. Power: \( \log_b(M^p) = p\log_b M \). The exponent comes out front.
  4. All three require \( M \) and \( N \) positive, since logarithms of nonpositive numbers do not exist.
  5. Expanding means using the properties left to right, breaking one logarithm into several.
  6. Condensing means using them right to left, combining several into one.
  7. Condense before solving, because an equation with a single logarithm converts directly to exponential form.
  8. There is no property for a logarithm of a sum. \( \log_b(M + N) \) does not simplify at all.

Where students lose marks: writing \( \log(M + N) = \log M + \log N \). This is the linearity error the course names, and it is false: \( \log_{10}(10 + 90) = \log_{10} 100 = 2 \), while \( \log_{10} 10 + \log_{10} 90 \approx 1 + 1.954 = 2.954 \). The property turns a product into a sum, never a sum into a sum.

Worked example

The problem. (a) Derive the product property from the exponent rules. (b) Expand \( \log \dfrac{x^3 y}{z^2} \). (c) Condense \( 2\log x + \log y - 3\log z \). (d) Show numerically that \( \log(M + N) \ne \log M + \log N \).

Step one: set up (a). Let \( \log_b M = x \) and \( \log_b N = y \). By the definition, that means \( M = b^x \) and \( N = b^y \).

Step two: multiply. \( MN = b^x \cdot b^y = b^{x+y} \), using the exponent rule that multiplying powers adds exponents.

Step three: convert back and finish (a). The statement \( MN = b^{x+y} \) says in logarithmic form that \( \log_b(MN) = x + y \). Substituting back what \( x \) and \( y \) were: \( \log_b(MN) = \log_b M + \log_b N \). The whole derivation is one exponent rule read through the definition. The quotient property follows identically from \( \dfrac{b^x}{b^y} = b^{x-y} \), and the power property from \( (b^x)^p = b^{xp} \).

Step four: expand the quotient in (b). \( \log \dfrac{x^3 y}{z^2} = \log(x^3 y) - \log(z^2) \), by the quotient property.

Step five: expand the product and the powers. \( \log(x^3 y) = \log(x^3) + \log y \), by the product property. Then the power property brings each exponent out front: \( \log(x^3) = 3\log x \) and \( \log(z^2) = 2\log z \). Altogether: \( 3\log x + \log y - 2\log z \). Note the sign. The \( z \) term is subtracted because it was in the denominator, and the 2 multiplies the whole logarithm rather than only part of it.

Step six: condense (c) by reversing the steps. First move each coefficient back inside as an exponent: \( 2\log x = \log(x^2) \) and \( 3\log z = \log(z^3) \). The expression becomes \( \log(x^2) + \log y - \log(z^3) \).

Step seven: combine into one logarithm. Addition becomes multiplication and subtraction becomes division: \( \log \dfrac{x^2 y}{z^3} \). Check by expanding it back: the quotient property gives \( \log(x^2y) - \log(z^3) \), then the product and power properties give \( 2\log x + \log y - 3\log z \). Matches.

Step eight: answer (d). Choose numbers with clean logarithms. Take \( M = 10 \) and \( N = 90 \), base 10. \( \log(M + N) = \log(100) = 2 \) exactly. \( \log M + \log N = \log 10 + \log 90 = 1 + 1.9542 = 2.9542 \). These differ by nearly a whole unit, which on a logarithmic scale is a factor of 10. Where the false rule comes from. The genuine property \( \log(MN) = \log M + \log N \) is visually similar, and the eye substitutes a plus sign inside for the times sign. Checking which operation is inside the logarithm before applying anything prevents it. What is actually true about a sum. Nothing simplifies it. If \( M + N \) can be factored, the product property applies to the factored form: for instance \( \log(x^2 + 2x) = \log\big(x(x+2)\big) = \log x + \log(x + 2) \). The factoring, not the addition, is what permits the split.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Expand \( \log(xy) \).
    Show the full solution

    \( \log x + \log y \)

  2. Expand \( \log \dfrac{x}{y} \).
    Show the full solution

    \( \log x - \log y \)

  3. Expand \( \log(x^5) \).
    Show the full solution

    \( 5\log x \)

  4. Condense \( \log 3 + \log 4 \).
    Show the full solution

    \( \log 12 \). \( \log 12 \)

  5. Does \( \log(x + y) \) simplify?
    Show the full solution

    No

  6. Expand \( \ln \dfrac{\sqrt{x}}{y^3} \) completely.
    Show the full solution

    Quotient first: \( \ln\sqrt{x} - \ln(y^3) \). Write the radical as an exponent: \( \sqrt{x} = x^{1/2} \). Power property on each: \( \dfrac{1}{2}\ln x - 3\ln y \). Converting the radical to a rational exponent is what lets the power property apply, which is lesson 5.1 earning its place here. \( \frac{1}{2}\ln x - 3\ln y \)

  7. Condense \( 3\log_2 x - \dfrac{1}{2}\log_2 y + \log_2 5 \).
    Show the full solution

    Move the coefficients inside as exponents: \( \log_2(x^3) - \log_2(y^{1/2}) + \log_2 5 \). Combine: addition means multiply, subtraction means divide: \( \log_2 \dfrac{5x^3}{\sqrt{y}} \). Check by expanding back: \( \log_2(5x^3) - \log_2(y^{1/2}) = \log_2 5 + 3\log_2 x - \frac{1}{2}\log_2 y \). Matches. \( \log_2 \frac{5x^3}{\sqrt{y}} \)

  8. Given \( \log 2 \approx 0.3010 \) and \( \log 3 \approx 0.4771 \), evaluate \( \log 12 \) and \( \log 1.5 \) without a calculator.
    Show the full solution

    \( \log 12 \). Factor: \( 12 = 2^2 \times 3 \). \( \log 12 = 2\log 2 + \log 3 \approx 2(0.3010) + 0.4771 = 0.6020 + 0.4771 = 1.0791 \). \( \log 1.5 \). Write it as a quotient: \( 1.5 = \dfrac{3}{2} \). \( \log 1.5 = \log 3 - \log 2 \approx 0.4771 - 0.3010 = 0.1761 \). Check both. \( 10^{1.0791} \approx 12.0 \) and \( 10^{0.1761} \approx 1.50 \). Correct. This is what logarithm tables were for before calculators: knowing a handful of values let every product, quotient and power be computed by addition. About 1.0791 and 0.1761

  9. Explain why the logarithm properties are just the exponent rules restated.
    Show the full solution

    A logarithm is an exponent, so any statement about how exponents combine becomes a statement about how logarithms combine. Property by property. \( b^x b^y = b^{x+y} \) says multiplying powers adds exponents. Reading it through the definition, with \( M = b^x \) and \( N = b^y \), it says the logarithm of a product is the sum of the logarithms. That is the product property. \( \dfrac{b^x}{b^y} = b^{x-y} \) becomes the quotient property by the same substitution. \( (b^x)^p = b^{xp} \) becomes the power property: raising to a power multiplies the exponent, so it multiplies the logarithm. Why there is no sum property. There is no exponent rule for \( b^x + b^y \). Adding powers of the same base does not simplify, so neither does the logarithm of a sum. The absence is not an oversight; it mirrors an absence one level down. What this buys practically. A forgotten logarithm property can be rederived in two lines from the corresponding exponent rule. And the pattern predicts which manipulations are legal without memorizing a list. A logarithm is an exponent, so each property is an exponent rule read through the definition; there is no sum rule because there is none for exponents either

  10. A student writes \( \dfrac{\log 8}{\log 2} = \log 4 \). Show this is wrong, find the correct value, and explain what property was misapplied.
    Show the full solution

    Evaluate both sides. \( \log 8 \approx 0.9031 \) and \( \log 2 \approx 0.3010 \), so the left side is \( \dfrac{0.9031}{0.3010} \approx 3.000 \). \( \log 4 \approx 0.6021 \). These are not equal, so the claim is false. The correct value is exactly 3. By the change of base formula of lesson 7.4, \( \dfrac{\log 8}{\log 2} = \log_2 8 = 3 \), since \( 2^3 = 8 \). The decimal 3.000 confirms it. What was misapplied. The student used the quotient property backwards. That property says \( \log M - \log N = \log \dfrac{M}{N} \): a difference of logarithms becomes the logarithm of a quotient. A quotient of logarithms is something entirely different and does not simplify that way. The correct difference, for contrast. \( \log 8 - \log 2 = \log 4 \approx 0.6021 \), and checking, \( 0.9031 - 0.3010 = 0.6021 \). Correct. So the student's answer is right for the wrong expression. The pair worth keeping apart. \( \log M - \log N = \log \dfrac{M}{N} \), a difference. \( \dfrac{\log M}{\log N} = \log_N M \), a quotient, which is the change of base formula. Both are true and they say completely different things. A memorable check. \( \dfrac{\log 100}{\log 10} = \dfrac{2}{1} = 2 \), which is \( \log_{10} 100 \). Meanwhile \( \log 100 - \log 10 = 2 - 1 = 1 \), which is \( \log 10 \). Two different operations, two different answers. The value is 3; the quotient property applies to a difference of logarithms, not a quotient of them

Lesson 7.4 · Unit 7 · F-BF.5

Computing a logarithm of any base with the two your calculator has

A calculator offers base 10 and base \( e \), and nothing else. The change of base formula converts any logarithm into those, which is what makes every base usable in practice.

The method
  1. The formula: \( \log_b x = \dfrac{\log_a x}{\log_a b} \) for any valid new base \( a \).
  2. In practice use base 10 or base \( e \): \( \log_b x = \dfrac{\log x}{\log b} = \dfrac{\ln x}{\ln b} \).
  3. The argument goes on top and the base goes on the bottom. Getting that backward inverts the answer.
  4. Either choice of new base gives the same value, so use whichever the calculator makes convenient.
  5. Check the result by exponentiating: raise the original base to the answer and confirm it gives the argument.
  6. Estimate first by bracketing between whole powers, so an inverted answer is obvious.
  7. It also rewrites a logarithmic function in a chosen base, which is how \( \log_2 x \) is graphed on a calculator that has no base-2 button.
  8. A quotient of logarithms is not a logarithm of a quotient. The formula is the one case where a quotient of logarithms means something.

Where students lose marks: inverting the fraction. For \( \log_3 50 \) the answer is a little under 4, since \( 3^4 = 81 \). Computing \( \dfrac{\ln 3}{\ln 50} \approx 0.281 \) instead of \( \dfrac{\ln 50}{\ln 3} \approx 3.56 \) gives an answer the estimate immediately rejects.

Worked example

The problem. (a) Derive the change of base formula. (b) Evaluate \( \log_3 50 \), estimating first. (c) Evaluate \( \log_7 200 \) two ways and confirm they agree. (d) Explain why any new base gives the same answer.

Step one: set up (a). Let \( y = \log_b x \). By the definition this means \( b^y = x \).

Step two: take a logarithm of both sides. Choose any convenient base \( a \) and apply \( \log_a \) to both sides of \( b^y = x \): \( \log_a(b^y) = \log_a x \).

Step three: use the power property and solve. The power property brings the exponent out front: \( y\log_a b = \log_a x \). Dividing by \( \log_a b \), which is nonzero because \( b \ne 1 \): \( y = \dfrac{\log_a x}{\log_a b} \). Since \( y = \log_b x \), the formula is proved.

Step four: estimate before computing (b). \( 3^3 = 27 \) and \( 3^4 = 81 \). Since 50 lies between 27 and 81, \( \log_3 50 \) lies between 3 and 4, and closer to 4 than to 3 in proportional terms. Doing this first is what catches an inverted fraction.

Step five: compute (b). \( \log_3 50 = \dfrac{\ln 50}{\ln 3} \approx \dfrac{3.9120}{1.0986} \approx 3.5609 \). That falls between 3 and 4 as predicted. Check by exponentiating: \( 3^{3.5609} = e^{3.5609 \times 1.0986} = e^{3.9120} \approx 50.0 \). Correct.

Step six: compute (c) with natural logarithms. \( \log_7 200 = \dfrac{\ln 200}{\ln 7} \approx \dfrac{5.2983}{1.9459} \approx 2.7229 \).

Step seven: compute (c) with common logarithms and compare. \( \log_7 200 = \dfrac{\log 200}{\log 7} \approx \dfrac{2.3010}{0.8451} \approx 2.7228 \). The two agree to four significant figures, the small difference being rounding in the intermediate values. Estimate check: \( 7^2 = 49 \) and \( 7^3 = 343 \), so the answer should lie between 2 and 3. It does.

Step eight: answer (d). Changing the new base from \( a \) to \( c \) multiplies both the numerator and the denominator by the same factor, so the quotient is unchanged. In detail. By the formula itself, \( \log_a x = \dfrac{\log_c x}{\log_c a} \) and \( \log_a b = \dfrac{\log_c b}{\log_c a} \). Dividing one by the other, the common factor \( \log_c a \) cancels: \[ \frac{\log_a x}{\log_a b} = \frac{\log_c x}{\log_c b} \] So the two computations give the same number, which is what part (c) confirmed numerically. The practical reading. Logarithms to different bases are proportional to one another, differing only by a constant multiplier. That is why the choice of base is a matter of convenience rather than of substance, and why a graph of \( \log_2 x \) is just a vertical stretch of \( \ln x \).

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Round to four decimal places.

  1. Write \( \log_5 30 \) using natural logarithms.
    Show the full solution

    \( \frac{\ln 30}{\ln 5} \)

  2. Which goes on top, the base or the argument?
    Show the full solution

    The argument

  3. Evaluate \( \log_2 10 \).
    Show the full solution

    \( \dfrac{\ln 10}{\ln 2} \approx \dfrac{2.3026}{0.6931} \). About 3.3219

  4. Between which whole numbers does \( \log_4 100 \) lie?
    Show the full solution

    \( 4^3 = 64 \) and \( 4^4 = 256 \). Between 3 and 4

  5. Evaluate \( \log_4 100 \).
    Show the full solution

    \( \dfrac{\ln 100}{\ln 4} \approx \dfrac{4.6052}{1.3863} \). About 3.3219

  6. Evaluate \( \log_6 250 \), estimating first.
    Show the full solution

    Estimate: \( 6^3 = 216 \) and \( 6^4 = 1296 \), so the answer is just above 3. \( \log_6 250 = \dfrac{\ln 250}{\ln 6} \approx \dfrac{5.5215}{1.7918} \approx 3.0816 \). Just above 3, as predicted. Check: \( 6^{3.0816} = e^{3.0816 \times 1.7918} = e^{5.5216} \approx 250.0 \). Correct. About 3.0816

  7. Problems 3 and 5 gave the same answer. Explain why.
    Show the full solution

    Because \( 4 = 2^2 \) and \( 100 = 10^2 \), so both logarithms are asking the same proportional question. Algebraically. \( \log_4 100 = \dfrac{\ln 100}{\ln 4} = \dfrac{\ln(10^2)}{\ln(2^2)} = \dfrac{2\ln 10}{2\ln 2} = \dfrac{\ln 10}{\ln 2} = \log_2 10 \). The factor of 2 appears in both the numerator and the denominator and cancels. The general fact. \( \log_{b^n}(x^n) = \log_b x \) for any \( n \). Raising the base and the argument to the same power leaves the logarithm unchanged. Check with another instance. \( \log_8 1000 = \dfrac{\ln 1000}{\ln 8} = \dfrac{3\ln 10}{3\ln 2} = \log_2 10 \approx 3.3219 \). The same value again. Raising base and argument to the same power cancels out

  8. Rewrite \( f(x) = \log_5 x \) in terms of \( \ln \), and state the transformation this represents.
    Show the full solution

    \( \log_5 x = \dfrac{\ln x}{\ln 5} = \dfrac{1}{\ln 5}\ln x \). Since \( \ln 5 \approx 1.6094 \), the coefficient is \( \dfrac{1}{1.6094} \approx 0.6213 \). So \( f(x) \approx 0.6213 \ln x \). The transformation is a vertical compression of \( \ln x \) by a factor of about 0.62, since the coefficient is between 0 and 1. Check at \( x = 5 \): \( \log_5 5 = 1 \), and \( 0.6213 \ln 5 = 0.6213(1.6094) = 1.0000 \). Correct. Why every logarithmic graph has the same shape. Changing the base only scales the graph vertically. All logarithmic functions are vertical stretches or compressions of one another, which is why they share the asymptote, the point \( (1, 0) \) and the overall form. \( f(x) = \frac{\ln x}{\ln 5} \), a vertical compression by about 0.62

  9. Explain why the formula cannot use a new base of 1.
    Show the full solution

    The formula divides by \( \log_a b \), and with \( a = 1 \) that quantity is not defined at all. Why \( \log_1 b \) fails. It asks what power of 1 gives \( b \). But \( 1^y = 1 \) for every \( y \), so the question has no answer when \( b \ne 1 \), and infinitely many answers when \( b = 1 \). Neither case defines a function value. That is exactly why base 1 was excluded in lesson 7.1. The restriction is not arbitrary; a base of 1 makes the exponential constant, so it is not one-to-one and has no inverse. The parallel restriction on the original base. The same argument excludes \( b = 1 \) from \( \log_b x \) itself. And negative bases are excluded because fractional powers of a negative are not real. What remains. Any base that is positive and not 1 works, and all such choices give the same answer, as the worked example showed. Base 10 and base \( e \) are conventional only because calculators provide them. \( \log_1 b \) is undefined, since every power of 1 is 1, so the formula's denominator would not exist

  10. A calculator shows only \( \log \) and \( \ln \). Use it to find the exact value of \( \log_8 32 \), and verify the exact answer independently.
    Show the full solution

    Compute with the calculator. \( \log_8 32 = \dfrac{\ln 32}{\ln 8} \approx \dfrac{3.4657}{2.0794} \approx 1.6667 \). The decimal repeats, suggesting an exact fraction of \( \dfrac{5}{3} \). Confirm exactly, without the calculator. Write both base and argument as powers of 2: \( 8 = 2^3 \) and \( 32 = 2^5 \). Let \( y = \log_8 32 \), so \( 8^y = 32 \), that is \( 2^{3y} = 2^5 \). Equating exponents: \( 3y = 5 \), so \( y = \dfrac{5}{3} \) exactly. Check. \( 8^{5/3} = \left( \sqrt[3]{8} \right)^5 = 2^5 = 32 \). Correct. Confirm the decimal matches. \( \dfrac{5}{3} = 1.6\overline{6} \), and the calculator gave 1.6667. Agrees. The general shortcut this illustrates. When the base and the argument are powers of a common number, the logarithm is the ratio of the exponents: \( \log_{a^m}(a^n) = \dfrac{n}{m} \). Here \( \dfrac{5}{3} \). Why the exact route is worth taking. The calculator gives a decimal that might be \( \dfrac{5}{3} \) or might be something near it. Only the algebra establishes that it is exactly \( \dfrac{5}{3} \), and an exact answer is what a question asking for one requires. A caution. The shortcut works only when a common base exists. \( \log_8 30 \) has no such simplification, because 30 is not a power of 2, and the change of base formula with a decimal answer is then the best available. Exactly \( \frac{5}{3} \)

Lesson 7.5 · Unit 7 · F-LE.4

Getting the variable out of the exponent

Unit 6 could build exponential models but could not answer "when does it reach this value?" The logarithm answers it. There are two routes, and which one applies depends on whether the two sides can be written with the same base.

The method
  1. Isolate the exponential expression before doing anything else.
  2. If both sides can be written with the same base, equate the exponents.
  3. That works because an exponential is one-to-one, so equal outputs force equal inputs.
  4. Otherwise take a logarithm of both sides, using any base; \( \ln \) is usual.
  5. The power property then brings the variable down from the exponent.
  6. Solve the resulting linear or quadratic equation.
  7. No extraneous roots arise from taking logarithms, provided both sides were positive, which an isolated exponential guarantees.
  8. Check by substituting back into the original.

Where students lose marks: taking the logarithm before isolating. In \( 3 \cdot 2^x = 24 \), dividing by 3 first gives \( 2^x = 8 \) and \( x = 3 \) immediately. Applying \( \ln \) to the unisolated form gives \( \ln 3 + x\ln 2 = \ln 24 \), which works but is slower and invites error.

Worked example

The problem. (a) Solve \( 3^{x+1} = 81 \) by matching bases. (b) Solve \( 5^x = 20 \). (c) Solve \( 2^{3x} = 7 \). (d) An investment of $1000 grows 5 percent per year. Find when it doubles.

Step one: match the bases in (a). Since \( 81 = 3^4 \), the equation becomes \( 3^{x+1} = 3^4 \).

Step two: equate the exponents. An exponential function is one-to-one, so equal values force equal exponents: \( x + 1 = 4 \), giving \( x = 3 \). Check: \( 3^{3+1} = 3^4 = 81 \). Correct. No logarithm was needed, because the two sides shared a base.

Step three: set up (b). Here 20 is not a power of 5, so the bases cannot be matched. Take the natural logarithm of both sides: \( \ln(5^x) = \ln 20 \).

Step four: bring the exponent down and solve (b). By the power property, \( x\ln 5 = \ln 20 \), so \( x = \dfrac{\ln 20}{\ln 5} \approx \dfrac{2.9957}{1.6094} \approx 1.8614 \). Estimate check: \( 5^1 = 5 \) and \( 5^2 = 25 \), so the answer should be between 1 and 2, closer to 2. It is. Exact check: \( 5^{1.8614} = e^{1.8614 \times 1.6094} = e^{2.9957} \approx 20.0 \). Correct. Note the answer is \( \log_5 20 \), which is the change of base formula appearing naturally.

Step five: set up (c). The exponent is \( 3x \), not \( x \). Take the natural logarithm: \( \ln(2^{3x}) = \ln 7 \), so \( 3x\ln 2 = \ln 7 \).

Step six: solve (c). \( x = \dfrac{\ln 7}{3\ln 2} \approx \dfrac{1.9459}{3(0.6931)} = \dfrac{1.9459}{2.0794} \approx 0.9358 \). The whole coefficient of the variable comes down, so the 3 divides at the end. Check: \( 2^{3(0.9358)} = 2^{2.8074} = e^{2.8074 \times 0.6931} = e^{1.9458} \approx 7.00 \). Correct.

Step seven: set up (d). The model is \( A(t) = 1000(1.05)^t \), and doubling means \( A = 2000 \): \( 1000(1.05)^t = 2000 \). Isolate the exponential by dividing by 1000: \( (1.05)^t = 2 \).

Step eight: solve and interpret (d). \( t\ln(1.05) = \ln 2 \), so \( t = \dfrac{\ln 2}{\ln 1.05} \approx \dfrac{0.6931}{0.04879} \approx 14.21 \) years. Check: \( (1.05)^{14.21} = e^{14.21 \times 0.04879} = e^{0.6933} \approx 2.000 \). Correct. Interpretation. The money doubles after about 14.2 years, so in practice during the fifteenth year. The rule of 70 as a check. Dividing 70 by the percentage rate gives \( \dfrac{70}{5} = 14 \) years, close to the exact 14.21. The rule works because \( \ln 2 \approx 0.693 \) and for small \( r \), \( \ln(1 + r) \approx r \), so \( t \approx \dfrac{0.693}{r} = \dfrac{69.3}{100r} \), and 70 is a convenient round number. Note what the doubling time does not depend on. The starting amount canceled when we divided by 1000, so $1,000 and $1,000,000 both double in 14.2 years. That is a general property of exponential growth and is worth stating explicitly.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Solve \( 2^x = 32 \).
    Show the full solution

    \( 32 = 2^5 \). \( x = 5 \)

  2. Solve \( 3^x = 27 \).
    Show the full solution

    \( x = 3 \)

  3. Solve \( 10^x = 1000 \).
    Show the full solution

    \( x = 3 \)

  4. Solve \( 4^{x} = 64 \).
    Show the full solution

    \( 64 = 4^3 \). \( x = 3 \)

  5. Solve \( e^x = 10 \), exactly.
    Show the full solution

    Take \( \ln \) of both sides. \( x = \ln 10 \approx 2.3026 \)

  6. Solve \( 2^{x-3} = 16 \).
    Show the full solution

    \( 16 = 2^4 \), so \( 2^{x-3} = 2^4 \). Equating exponents: \( x - 3 = 4 \), so \( x = 7 \). Check: \( 2^{7-3} = 2^4 = 16 \). Correct. \( x = 7 \)

  7. Solve \( 4 \cdot 3^x = 36 \).
    Show the full solution

    Isolate first. Divide both sides by 4: \( 3^x = 9 \). Then \( 9 = 3^2 \), so \( x = 2 \). Check: \( 4 \cdot 3^2 = 4(9) = 36 \). Correct. Isolating turned a problem that looked as if it needed logarithms into one that did not. \( x = 2 \)

  8. Solve \( 7^{2x} = 100 \).
    Show the full solution

    Take natural logarithms: \( 2x\ln 7 = \ln 100 \). \( x = \dfrac{\ln 100}{2\ln 7} \approx \dfrac{4.6052}{2(1.9459)} = \dfrac{4.6052}{3.8918} \approx 1.1833 \). Estimate check: \( 7^2 = 49 \) and \( 7^{2.5} \approx 129 \), so \( 2x \) is between 2 and 2.5, making \( x \) between 1 and 1.25. Consistent. Check: \( 7^{2(1.1833)} = 7^{2.3666} = e^{2.3666 \times 1.9459} = e^{4.6051} \approx 100.0 \). Correct. About 1.1833

  9. Explain why matching bases and taking logarithms give the same answer.
    Show the full solution

    They are the same operation, with one route hiding the logarithm inside a recognizable power. Matching bases. From \( b^{f(x)} = b^{g(x)} \), concluding \( f(x) = g(x) \) uses that the exponential is one-to-one. Taking logarithms. Applying \( \log_b \) to both sides gives \( \log_b(b^{f(x)}) = \log_b(b^{g(x)}) \), and since \( \log_b b^u = u \) by lesson 7.1, this reduces to \( f(x) = g(x) \). Exactly the same conclusion. So matching bases is taking a base-\( b \) logarithm, done mentally because the result is obvious. A demonstration. Solve \( 2^x = 8 \) both ways. Matching: \( 8 = 2^3 \), so \( x = 3 \). By logarithms: \( x = \dfrac{\ln 8}{\ln 2} = \dfrac{2.0794}{0.6931} = 3.000 \). Identical. Which to use. Match bases when it is quick, because the answer is exact and requires no calculator. Use logarithms otherwise. The logarithm route always works; the matching route only sometimes does. Matching bases is applying a base-\( b \) logarithm and simplifying in one step

  10. A radioactive sample decays with a half-life of 12 years. Find how long until 10 percent remains, and check the answer against the half-life directly.
    Show the full solution

    Write the model. With a 12-year half-life, \( A(t) = A_0\left( \dfrac{1}{2} \right)^{t/12} \). Set up the equation. Ten percent remaining means \( \dfrac{A}{A_0} = 0.10 \): \( \left( \dfrac{1}{2} \right)^{t/12} = 0.10 \). Take natural logarithms. \( \dfrac{t}{12}\ln(0.5) = \ln(0.10) \). \( \ln(0.5) \approx -0.6931 \) and \( \ln(0.10) \approx -2.3026 \). \( \dfrac{t}{12} = \dfrac{-2.3026}{-0.6931} \approx 3.3219 \). Both logarithms are negative and the quotient is positive, which it must be since the time is positive. A negative answer here would signal a setup error. \( t \approx 12 \times 3.3219 \approx 39.86 \) years. Check against the half-life directly. After 36 years, three half-lives have passed, leaving \( \left( \dfrac{1}{2} \right)^3 = 12.5 \) percent. After 48 years, four half-lives, leaving \( 6.25 \) percent. Ten percent lies between 12.5 and 6.25, so the answer must lie between 36 and 48 years. The computed 39.86 does. Consistent. Verify by substitution. \( \left( \dfrac{1}{2} \right)^{39.86/12} = \left( \dfrac{1}{2} \right)^{3.3217} = e^{3.3217 \times (-0.6931)} = e^{-2.3023} \approx 0.1000 \). Correct. Note what the exponent 3.3219 means. It is the number of half-lives required, and it equals \( \log_2 10 \), which appeared in lesson 7.4. Reducing to a tenth takes about 3.32 halvings, whatever the substance, because the ratio is what determines it. A useful consequence. Since ten percent takes 3.32 half-lives, one percent takes twice that, about 6.64 half-lives or 80 years here. Each further factor of ten costs the same 3.32 half-lives, which is the logarithmic scale of lesson 7.7 showing up in a decay problem. About 39.9 years

Lesson 7.6 · Unit 7 · A-REI.2

Condense, convert, and then check the domain

A logarithmic equation is solved by collapsing it to a single logarithm and converting to exponential form. The domain check at the end is not optional: the logarithm's argument must be positive, and solutions that violate that are extraneous in exactly the sense of lessons 4.5 and 5.5.

The method
  1. Note the domain first: every argument must be positive, which gives conditions on \( x \) before any solving.
  2. Use the properties to condense to a single logarithm on one side.
  3. Convert to exponential form and solve.
  4. If both sides are single logarithms with the same base, equate the arguments directly.
  5. That is valid because the logarithm is one-to-one.
  6. Check every candidate against the domain conditions. Any that makes an argument nonpositive is extraneous.
  7. Substitute the survivors into the original to confirm.
  8. The answer may be no solution.

Where students lose marks: reporting a negative solution without checking. Condensing can hide the restriction: \( \log x + \log(x - 3) = 1 \) becomes \( \log(x^2 - 3x) = 1 \), whose argument is positive at \( x = -2 \), but the original requires both \( x \gt 0 \) and \( x \gt 3 \). The check must use the original.

Worked example

The problem. (a) Solve \( \log_2 x = 5 \). (b) Solve \( \log x + \log(x - 3) = 1 \). (c) Solve \( \log_3(x + 6) - \log_3 x = 2 \). (d) Explain why condensing can hide a domain restriction.

Step one: solve (a). Convert directly to exponential form: \( x = 2^5 = 32 \). Domain check: the argument \( x \) must be positive, and 32 is. Genuine. Check: \( \log_2 32 = 5 \). Correct.

Step two: note the domain for (b) before solving. Two arguments must be positive: \( x \gt 0 \) from the first logarithm, and \( x - 3 \gt 0 \), that is \( x \gt 3 \), from the second. The binding condition is \( x \gt 3 \). Recording this now is what makes the later check reliable.

Step three: condense and convert for (b). By the product property, \( \log\big(x(x - 3)\big) = 1 \). Since the base is 10, converting gives \( x(x - 3) = 10^1 = 10 \), so \( x^2 - 3x - 10 = 0 \).

Step four: solve and check (b). \( (x - 5)(x + 2) = 0 \), giving candidates \( x = 5 \) and \( x = -2 \). \( x = 5 \) satisfies \( x \gt 3 \). Genuine. \( x = -2 \) violates it, and substituting shows why: \( \log(-2) \) does not exist. Extraneous. Verify the survivor: \( \log 5 + \log 2 = \log 10 = 1 \). Correct. Solution: \( x = 5 \) only.

Step five: note the domain for (c). \( x + 6 \gt 0 \) gives \( x \gt -6 \), and \( x \gt 0 \) from the second logarithm. Binding condition: \( x \gt 0 \).

Step six: condense and convert for (c). By the quotient property, \( \log_3 \dfrac{x + 6}{x} = 2 \). Converting: \( \dfrac{x + 6}{x} = 3^2 = 9 \).

Step seven: solve and check (c). \( x + 6 = 9x \), so \( 8x = 6 \) and \( x = \dfrac{3}{4} = 0.75 \). Domain check: \( 0.75 \gt 0 \). Genuine. Verify: \( \log_3(6.75) - \log_3(0.75) = \log_3 \dfrac{6.75}{0.75} = \log_3 9 = 2 \). Correct.

Step eight: answer (d). The properties are stated for positive arguments, and condensing quietly assumes that assumption holds. The mechanism. In part (b), the original required \( x \gt 0 \) and \( x \gt 3 \) separately. After condensing, the single argument is \( x^2 - 3x \), which is positive whenever \( x \gt 3 \) or \( x \lt 0 \). The condensed form therefore accepts a whole region the original rejected. At \( x = -2 \): the condensed argument is \( 4 + 6 = 10 \), perfectly positive, while the original's first argument is \( -2 \), which is not. Why this is the same phenomenon as before. Condensing, like squaring or clearing denominators, produces an equation implied by the original but not equivalent to it. Its solution set can be larger, never smaller. The reliable procedure. Write the domain conditions from the original equation before condensing anything, and test every candidate against those. Testing against the condensed form will pass extraneous roots.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Check every candidate.

  1. Solve \( \log_3 x = 4 \).
    Show the full solution

    \( x = 3^4 \). \( x = 81 \)

  2. Solve \( \log x = 2 \).
    Show the full solution

    Base 10. \( x = 100 \)

  3. Solve \( \ln x = 0 \).
    Show the full solution

    \( x = e^0 \). \( x = 1 \)

  4. Solve \( \log_2(x + 1) = 3 \).
    Show the full solution

    \( x + 1 = 8 \). \( x = 7 \)

  5. What must be true of every logarithm's argument?
    Show the full solution

    It must be positive

  6. Solve \( \log_5 x + \log_5 4 = 2 \).
    Show the full solution

    Domain: \( x \gt 0 \). Condense: \( \log_5(4x) = 2 \). Convert: \( 4x = 25 \), so \( x = 6.25 \). Domain check: positive. Genuine. Verify: \( \log_5 6.25 + \log_5 4 = \log_5 25 = 2 \). Correct. \( x = 6.25 \)

  7. Solve \( \log(x + 3) = \log(2x - 1) \).
    Show the full solution

    Domain: \( x + 3 \gt 0 \) gives \( x \gt -3 \); \( 2x - 1 \gt 0 \) gives \( x \gt 0.5 \). Binding: \( x \gt 0.5 \). Both sides are single logarithms with the same base, so equate the arguments: \( x + 3 = 2x - 1 \), giving \( x = 4 \). Domain check: \( 4 \gt 0.5 \). Genuine. Verify: \( \log 7 = \log 7 \). Correct. \( x = 4 \)

  8. Solve \( \log_2 x + \log_2(x - 2) = 3 \).
    Show the full solution

    Domain: \( x \gt 0 \) and \( x \gt 2 \). Binding: \( x \gt 2 \). Condense: \( \log_2\big(x(x-2)\big) = 3 \). Convert: \( x^2 - 2x = 8 \), so \( x^2 - 2x - 8 = 0 \). Factor: \( (x - 4)(x + 2) = 0 \), giving \( x = 4 \) or \( x = -2 \). \( x = 4 \) satisfies \( x \gt 2 \). Genuine. \( x = -2 \) violates it. Extraneous. Verify: \( \log_2 4 + \log_2 2 = 2 + 1 = 3 \). Correct. \( x = 4 \) only

  9. Explain why an extraneous root here is the same phenomenon as in lessons 4.5 and 5.5.
    Show the full solution

    In all three the solving step produces an equation that is implied by the original but does not imply it back, so the new solution set can be strictly larger. Lesson 4.5. Multiplying by a variable denominator is valid only when that denominator is nonzero. At the excluded values it multiplies by zero, which makes any equation true. Lesson 5.5. Squaring is not one-to-one, so it collapses \( B \) and \( -B \) together and accepts solutions where the signs disagreed. This lesson. Condensing logarithms uses properties that hold only for positive arguments. Applying them where an argument is negative produces a valid-looking equation with a larger solution set. The common structure. Each step is a one-way implication. Original implies transformed; transformed does not imply original. So the candidates found form a superset of the true solutions, and checking is a filtering step. The common remedy. Record the conditions from the original before transforming, and test every candidate against the original rather than against any later line. Why it is reassuring. Since no solution is ever lost, the method is safe. The only risk is admitting too many, and that is entirely fixable by checking. All three apply a step that is implied by the original but not equivalent to it, so the solution set can only grow

  10. Solve \( \log(x - 1) + \log(x + 2) = 1 \), checking every candidate carefully.
    Show the full solution

    Note the domain from the original. \( x - 1 \gt 0 \) gives \( x \gt 1 \). \( x + 2 \gt 0 \) gives \( x \gt -2 \). The binding condition is \( x \gt 1 \). Condense. By the product property, \( \log\big((x-1)(x+2)\big) = 1 \). Convert to exponential form. The base is 10, so \( (x - 1)(x + 2) = 10 \). Expand and solve. \( x^2 + 2x - x - 2 = 10 \), so \( x^2 + x - 12 = 0 \). Factor: two numbers multiplying to \( -12 \) and adding to 1 are 4 and \( -3 \): \( (x + 4)(x - 3) = 0 \). Candidates: \( x = -4 \) and \( x = 3 \). Apply the domain check. \( x = 3 \) satisfies \( x \gt 1 \). Genuine. \( x = -4 \) violates it. Substituting confirms: \( \log(-5) \) and \( \log(-2) \) are both undefined. Extraneous. Why the condensed form would have passed it. At \( x = -4 \) the condensed argument is \( (-5)(-2) = 10 \), which is positive, so \( \log 10 = 1 \) holds. The condensed equation is genuinely satisfied by \( -4 \); the original is not. That is precisely the hazard the domain note guards against. Verify the survivor in the original. \( \log(3 - 1) + \log(3 + 2) = \log 2 + \log 5 = \log 10 = 1 \). Correct. Numerically. \( 0.3010 + 0.6990 = 1.0000 \). Correct. A note on how many solutions to expect. The condensed equation was quadratic, so at most two candidates. One survived. There is no general rule that a logarithmic equation has one solution, so both candidates always have to be examined rather than assuming the negative one fails. \( x = 3 \) only

Lesson 7.7 · Unit 7 · N-Q.1

Compressing a range of a trillion into a range of twelve

Several quantities in science span so many orders of magnitude that no linear scale can display them. The standard solution is to report the logarithm instead, and three familiar scales do exactly that. Reading them correctly means remembering that one unit is a factor, not an amount.

The method
  1. A logarithmic scale reports \( \log \) of a quantity rather than the quantity itself.
  2. A one-unit increase means a factor of 10, not an addition of 10.
  3. A two-unit increase means a factor of 100, and so on.
  4. pH: \( \text{pH} = -\log[\text{H}^+] \), so lower pH means more acidic and the minus sign makes ordinary acids fall in a positive range.
  5. Richter magnitude measures the logarithm of an earthquake's wave amplitude, so magnitude 7 has 100 times the amplitude of magnitude 5.
  6. Decibels: \( \text{dB} = 10\log\dfrac{I}{I_0} \), so an increase of 10 dB is a tenfold increase in intensity.
  7. To compare two readings, subtract them and raise 10 to the difference.
  8. The reason for the scale is that the underlying quantity spans many orders of magnitude.

Where students lose marks: treating a difference on the scale as a difference in the quantity. An earthquake of magnitude 8 is not "slightly worse" than magnitude 6; it has 100 times the wave amplitude. The scale compresses precisely so that enormous differences look small.

Worked example

The problem. (a) A solution has pH 3. Find its hydrogen ion concentration, and compare it with pH 6. (b) Compare the wave amplitudes of magnitude 7 and magnitude 5 earthquakes. (c) Compare the intensities of a 60 dB conversation and a 30 dB whisper. (d) Explain why these scales are logarithmic.

Step one: convert pH to concentration for (a). \( \text{pH} = -\log[\text{H}^+] \), so \( \log[\text{H}^+] = -\text{pH} \) and \( [\text{H}^+] = 10^{-\text{pH}} \). At pH 3: \( [\text{H}^+] = 10^{-3} = 0.001 \) moles per liter.

Step two: compare with pH 6. At pH 6: \( [\text{H}^+] = 10^{-6} = 0.000001 \) moles per liter. Ratio: \( \dfrac{10^{-3}}{10^{-6}} = 10^3 = 1000 \). The pH 3 solution is a thousand times more acidic, from a difference of only 3 on the scale. For reference, lemon juice sits near pH 2 and milk near pH 6.5, so this is a realistic comparison rather than an extreme one.

Step three: set up (b). Richter magnitude is the logarithm of amplitude, so the difference in magnitudes is the logarithm of the ratio of amplitudes: \( 7 - 5 = 2 \).

Step four: convert the difference to a ratio. Ratio \( = 10^2 = 100 \). The magnitude 7 earthquake has 100 times the wave amplitude. Energy release scales even faster, by roughly \( 10^{1.5} \approx 31.6 \) per unit, so the energy ratio is about \( 31.6^2 \approx 1000 \). That is why a two-point difference in magnitude separates a damaging earthquake from a catastrophic one.

Step five: set up (c). \( \text{dB} = 10\log\dfrac{I}{I_0} \), so a difference of \( d \) decibels corresponds to \( 10\log\dfrac{I_1}{I_2} = d \), giving \( \dfrac{I_1}{I_2} = 10^{d/10} \).

Step six: compute (c). The difference is \( 60 - 30 = 30 \) dB. Ratio \( = 10^{30/10} = 10^3 = 1000 \). A conversation carries a thousand times the sound intensity of a whisper, although it does not sound a thousand times louder. Perceived loudness grows much more slowly than intensity, which is part of why the decibel scale is useful.

Step seven: begin (d). Consider the range each scale must cover. Audible sound intensity runs from the threshold of hearing to the threshold of pain, a factor of about \( 10^{12} \). Hydrogen ion concentrations in common solutions span from about \( 10^0 \) to \( 10^{-14} \). Earthquake amplitudes span many orders of magnitude between the barely detectable and the devastating.

Step eight: finish (d). A linear scale for sound would need to run from 1 to 1,000,000,000,000, and every ordinary sound would be crushed into an unreadable sliver near zero. Taking logarithms turns that range of a trillion into a range of 0 to 120, which fits on a dial and in a sentence. The second reason is perceptual. Human response to sound, and to many other stimuli, is closer to logarithmic than linear: each tenfold increase in intensity produces roughly the same increase in perceived loudness. A logarithmic scale therefore matches how the quantity is experienced, not just how it is measured. The cost of the compression. Differences look small when they are not. That is the trap the warning names, and it is why a report of an earthquake should state the magnitude and the consequence rather than assuming the reader converts. The check worth doing every time. Convert the difference back to a ratio before drawing any conclusion. Subtract the two readings, then raise the base to that difference. A difference of 1 is a factor of 10; a difference of 3 is a factor of a thousand.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. A one-unit increase on a logarithmic scale means what factor?
    Show the full solution

    10

  2. Find \( [\text{H}^+] \) for a solution of pH 5.
    Show the full solution

    \( 10^{-5} \). \( 10^{-5} \) moles per liter

  3. Which is more acidic, pH 2 or pH 6?
    Show the full solution

    Lower pH means more acidic. pH 2

  4. How many times greater is the amplitude of a magnitude 6 earthquake than magnitude 4?
    Show the full solution

    \( 10^2 \). 100 times

  5. An increase of 10 dB corresponds to what factor in intensity?
    Show the full solution

    10

  6. A solution has \( [\text{H}^+] = 4 \times 10^{-5} \). Find its pH.
    Show the full solution

    \( \text{pH} = -\log(4 \times 10^{-5}) \). Using the product property: \( -\big(\log 4 + \log 10^{-5}\big) = -(0.6021 - 5) = 4.3979 \). About pH 4.40. Check: \( 10^{-4.40} \approx 3.98 \times 10^{-5} \). Correct to rounding. Sanity check: the concentration is between \( 10^{-5} \) and \( 10^{-4} \), so the pH must be between 4 and 5. It is. About 4.40

  7. A sound is 85 dB and another is 55 dB. Find the ratio of their intensities.
    Show the full solution

    Difference: \( 85 - 55 = 30 \) dB. Ratio: \( 10^{30/10} = 10^3 = 1000 \). The 85 dB sound has a thousand times the intensity. For reference, 85 dB is heavy traffic and 55 dB is a quiet office, and prolonged exposure above 85 dB is the usual threshold for hearing protection. 1000 times

  8. An earthquake of magnitude 6.5 is compared with one of magnitude 5.0. Find the amplitude ratio.
    Show the full solution

    Difference: \( 6.5 - 5.0 = 1.5 \). Ratio: \( 10^{1.5} = 10 \times 10^{0.5} = 10\sqrt{10} \approx 31.6 \). The magnitude 6.5 quake has about 31.6 times the wave amplitude. A non-integer difference still works, and \( 10^{0.5} = \sqrt{10} \) is worth recognizing. Check: \( \log(31.6) \approx 1.4997 \), close to 1.5. Correct. About 31.6 times

  9. Explain why a magnitude 8 earthquake is far more than twice as severe as a magnitude 4.
    Show the full solution

    The magnitudes are logarithms, so the ratio of the underlying quantities is determined by the difference of the magnitudes, not their quotient. The amplitude comparison. The difference is \( 8 - 4 = 4 \), so the amplitude ratio is \( 10^4 = 10{,}000 \). The ground moves ten thousand times as far, not twice as far. The energy comparison. Energy scales as roughly \( 10^{1.5} \) per magnitude unit, so the ratio is \( 10^{1.5 \times 4} = 10^6 \), a million times the energy released. Why "twice" is the wrong instinct. Dividing 8 by 4 treats the scale as linear, which is exactly what it is not. On a logarithmic scale the arithmetic operation that means "how many times bigger" is subtraction followed by exponentiation, never division. A check that makes it concrete. Magnitude 4 quakes happen thousands of times a year and are usually felt but harmless. Magnitude 8 quakes occur roughly once a year worldwide and are catastrophic. If the relationship were a factor of two, that difference in consequence would be inexplicable. The general rule. To compare two readings on any logarithmic scale, subtract and then raise the base to the result. Subtracting gives 4, so the amplitude ratio is \( 10^4 \) and the energy ratio about \( 10^6 \)

  10. Rainwater has pH 5.6 because dissolved carbon dioxide makes it slightly acidic. Acid rain in an industrial region measures pH 4.2. Find how many times more acidic it is, and comment on whether the scale makes the difference look larger or smaller than it is.
    Show the full solution

    Convert both to concentrations. Normal rain: \( [\text{H}^+] = 10^{-5.6} \). Acid rain: \( [\text{H}^+] = 10^{-4.2} \). Find the ratio. \( \dfrac{10^{-4.2}}{10^{-5.6}} = 10^{-4.2 - (-5.6)} = 10^{1.4} \). \( 10^{1.4} = 10 \times 10^{0.4} \approx 10 \times 2.512 \approx 25.1 \). The acid rain is about 25 times more acidic. Verify with actual concentrations. \( 10^{-5.6} \approx 2.51 \times 10^{-6} \) and \( 10^{-4.2} \approx 6.31 \times 10^{-5} \). Ratio: \( \dfrac{6.31 \times 10^{-5}}{2.51 \times 10^{-6}} \approx 25.1 \). Agrees. Does the scale make it look larger or smaller? Much smaller. On the pH scale the difference reads as 1.4, a change that sounds minor and would be easy to dismiss. The underlying change is a factor of 25, which is substantial. Why that matters here specifically. A 25-fold increase in hydrogen ion concentration is enough to damage forests, acidify lakes past the tolerance of fish eggs, and dissolve limestone and marble. Reporting only the pH difference of 1.4 understates the effect to anyone who reads the scale linearly. The honest way to report it. Give both: the pH values, because that is the standard measurement, and the concentration ratio, because that is what the chemistry responds to. A report that gives only one of the two is incomplete. A note on the reference point. Pure water is pH 7, but unpolluted rain is naturally about 5.6 because atmospheric carbon dioxide dissolves into it forming carbonic acid. So acid rain is defined against 5.6, not 7, and using 7 as the baseline would overstate the human contribution. About 25 times more acidic; the scale makes a substantial difference look small

Unit 7 mixed review · 10 problems · all topics

Unit 7: Logarithmic Functions

Half of these are answered by converting to exponential form and asking what power works. The rest need a property, and the equations need a domain check.

  1. Evaluate \( \log_2 16 \).
    Show the full solution

    \( 2^4 = 16 \). 4

  2. Evaluate \( \log 1000 \).
    Show the full solution

    Base 10. 3

  3. Evaluate \( \ln e \).
    Show the full solution

    1

  4. Expand \( \log(xy) \).
    Show the full solution

    \( \log x + \log y \)

  5. Is \( \log(-4) \) defined over the reals?
    Show the full solution

    No

  6. Solve \( 3^x = 81 \).
    Show the full solution

    \( 81 = 3^4 \), so match the bases. \( x = 4 \)

  7. Condense \( 2\log x - \log y \).
    Show the full solution

    Move the coefficient inside, then combine: \( \log(x^2) - \log y = \log\dfrac{x^2}{y} \). \( \log\frac{x^2}{y} \)

  8. Evaluate \( \log_7 90 \) to four decimal places.
    Show the full solution

    Change of base: \( \dfrac{\ln 90}{\ln 7} = \dfrac{4.4998}{1.9459} \approx 2.3125 \). Estimate check: \( 7^2 = 49 \) and \( 7^3 = 343 \), so the answer should be between 2 and 3, nearer 2 ✓ Verify: \( 7^{2.3125} = e^{2.3125 \times 1.9459} = e^{4.4999} \approx 90.0 \) ✓ About 2.3125

  9. Solve \( \log x + \log(x - 3) = 1 \).
    Show the full solution

    Domain first: \( x \gt 0 \) and \( x \gt 3 \), so \( x \gt 3 \). Condense: \( \log\big(x(x-3)\big) = 1 \). Convert: \( x^2 - 3x = 10 \), so \( x^2 - 3x - 10 = 0 \) and \( (x - 5)(x + 2) = 0 \). \( x = 5 \) satisfies \( x \gt 3 \) ✓ genuine. \( x = -2 \) violates it, and \( \log(-2) \) does not exist. Extraneous. Check: \( \log 5 + \log 2 = \log 10 = 1 \) ✓ \( x = 5 \) only

  10. An earthquake of magnitude 7.2 is compared with one of magnitude 5.4. Find the ratio of their wave amplitudes and explain why the scale understates the difference.
    Show the full solution

    Subtract the magnitudes. \( 7.2 - 5.4 = 1.8 \). Convert the difference to a ratio. Richter magnitude is the logarithm of amplitude, so the ratio is \( 10^{1.8} \). \( 10^{1.8} = 10 \times 10^{0.8} \). \( 10^{0.8} \approx 6.3096 \), so the ratio is about 63.1. Check. \( \log(63.1) \approx 1.8000 \) ✓ The energy comparison. Energy scales as roughly \( 10^{1.5} \) per magnitude unit, so the energy ratio is \( 10^{1.5 \times 1.8} = 10^{2.7} \approx 501 \). The larger quake releases about five hundred times the energy. Why the scale understates it. A reader who takes the scale as linear sees 7.2 against 5.4 and reads a difference of 1.8 on a scale that runs to about 9, which looks like a modest gap of perhaps twenty percent. The actual gap is a factor of 63 in ground movement and about 500 in energy. Why the scale is logarithmic anyway. Earthquake amplitudes span many orders of magnitude, from barely detectable to catastrophic. A linear scale would need to run from 1 to hundreds of millions, and every ordinary earthquake would be crushed into an unreadable sliver near zero. The correct habit. On any logarithmic scale, subtract the readings and then raise the base to the difference before drawing any conclusion. Never compare the readings directly. About 63 times the amplitude and about 500 times the energy, from a difference that reads as only 1.8

Lesson 8.1 · Unit 8 · F-BF.2

A function whose only legal inputs are 1, 2, 3, and so on

A sequence is an ordered list, and the ordering is what makes it a function: position 1 has one value, position 2 has another. Two ways of describing it are in use, and each answers a different question well.

The method
  1. A sequence is a function whose domain is the positive integers. \( a_n \) is the term at position \( n \).
  2. An explicit rule gives \( a_n \) directly from \( n \), so any term can be found without the others.
  3. A recursive rule gives each term from the previous one, and must state a starting value.
  4. A recursive rule without a starting value is incomplete, since the pattern has no anchor.
  5. To convert recursive to explicit, compute several terms and find the pattern in \( n \).
  6. To convert explicit to recursive, ask what is done to \( a_{n-1} \) to reach \( a_n \).
  7. Explicit is better for distant terms; recursive is better for describing a process.
  8. Check any rule against at least three given terms, not just the first.

Where students lose marks: confusing \( n \) with \( a_n \). The subscript is the position and the whole symbol is the value. In the sequence 5, 8, 11, the term \( a_2 = 8 \): the position is 2 and the value is 8.

Worked example

The problem. (a) For \( a_n = 3n + 2 \), list the first four terms and find \( a_{50} \). (b) Write a recursive rule for the same sequence. (c) For \( a_1 = 4 \) and \( a_n = 2a_{n-1} - 1 \), list four terms and find an explicit rule. (d) Explain when each form is the better choice.

Step one: list the terms in (a). Substitute \( n = 1, 2, 3, 4 \): \( a_1 = 5 \), \( a_2 = 8 \), \( a_3 = 11 \), \( a_4 = 14 \).

Step two: find the distant term in (a). \( a_{50} = 3(50) + 2 = 152 \). One substitution, no intermediate terms. That is what explicit form buys.

Step three: write the recursive rule in (b). The terms increase by 3 each time, and the first is 5: \( a_1 = 5 \), \( a_n = a_{n-1} + 3 \) for \( n \ge 2 \). Check: \( a_2 = 5 + 3 = 8 \), \( a_3 = 8 + 3 = 11 \). Matches. The starting value is part of the rule, not an afterthought. Without it, 5, 8, 11 and 100, 103, 106 satisfy the same recursion.

Step four: list the terms in (c). \( a_1 = 4 \). \( a_2 = 2(4) - 1 = 7 \). \( a_3 = 2(7) - 1 = 13 \). \( a_4 = 2(13) - 1 = 25 \). So 4, 7, 13, 25.

Step five: look for the pattern in (c). The differences are 3, 6, 12, which double each time. That suggests a power of 2. Compare the terms with powers of 2: \( 4, 7, 13, 25 \) against \( 2, 4, 8, 16 \). Each term is one more than three times the corresponding power? Check: \( 3(2^0) + 1 = 4 \) ✓, \( 3(2^1) + 1 = 7 \) ✓, \( 3(2^2) + 1 = 13 \) ✓, \( 3(2^3) + 1 = 25 \) ✓.

Step six: write and verify the explicit rule. \( a_n = 3 \cdot 2^{n-1} + 1 \). Check all four: \( n = 1 \) gives \( 3(1) + 1 = 4 \); \( n = 2 \) gives \( 3(2) + 1 = 7 \); \( n = 3 \) gives \( 3(4) + 1 = 13 \); \( n = 4 \) gives \( 3(8) + 1 = 25 \). All correct. Checking four terms rather than two matters here, because many rules agree on the first two and diverge afterward.

Step seven: begin (d). Explicit form answers "what is term 200?" in one step. Recursive form would require 199 computations. So for any question about a distant term, or about the behavior of the sequence as \( n \) grows, explicit is far better.

Step eight: finish (d). Recursive form describes a process: a bank balance that earns interest and then has a payment taken, a population that grows and then loses a fixed number. The rule reads directly off the situation, while the explicit rule may take real work to find or may not exist in closed form at all. The example above illustrates the cost. The recursion \( a_n = 2a_{n-1} - 1 \) is one line and obvious from a described process. The explicit rule \( 3 \cdot 2^{n-1} + 1 \) required pattern hunting. The Fibonacci sequence is the standard illustration. \( a_1 = 1 \), \( a_2 = 1 \), \( a_n = a_{n-1} + a_{n-2} \) is easy to state recursively. Its explicit rule exists but involves \( \dfrac{1 + \sqrt{5}}{2} \) and is not something anyone would guess from the terms. The practical habit. Write whichever form the situation hands you, then convert only if the question demands the other.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. For \( a_n = 2n + 1 \), find \( a_5 \).
    Show the full solution

    \( 2(5) + 1 \). 11

  2. For \( a_n = n^2 \), list the first four terms.
    Show the full solution

    1, 4, 9, 16

  3. For \( a_1 = 3 \), \( a_n = a_{n-1} + 5 \), find \( a_3 \).
    Show the full solution

    \( a_2 = 8 \), \( a_3 = 13 \). 13

  4. What must every recursive rule include besides the recursion?
    Show the full solution

    A starting value

  5. What is the domain of a sequence?
    Show the full solution

    The positive integers

  6. Write an explicit rule for 6, 10, 14, 18, and find \( a_{30} \).
    Show the full solution

    The terms increase by 4, so the rule has the form \( 4n + c \). At \( n = 1 \): \( 4 + c = 6 \), so \( c = 2 \). \( a_n = 4n + 2 \). Check: \( n = 3 \) gives 14 ✓, \( n = 4 \) gives 18 ✓. \( a_{30} = 4(30) + 2 = 122 \). \( a_n = 4n + 2 \), \( a_{30} = 122 \)

  7. Write a recursive rule for 2, 6, 18, 54.
    Show the full solution

    Each term is 3 times the previous: \( 6 = 3(2) \), \( 18 = 3(6) \), \( 54 = 3(18) \). \( a_1 = 2 \), \( a_n = 3a_{n-1} \). Multiplication, not addition, which is what makes this geometric rather than arithmetic. \( a_1 = 2 \), \( a_n = 3a_{n-1} \)

  8. For \( a_1 = 100 \) and \( a_n = 0.5a_{n-1} + 10 \), find the first five terms and describe what happens.
    Show the full solution

    \( a_1 = 100 \). \( a_2 = 0.5(100) + 10 = 60 \). \( a_3 = 0.5(60) + 10 = 40 \). \( a_4 = 0.5(40) + 10 = 30 \). \( a_5 = 0.5(30) + 10 = 25 \). The terms are falling but the gaps are shrinking: 40, 20, 10, 5. They are approaching a limit. Find it. A steady value \( L \) satisfies \( L = 0.5L + 10 \), so \( 0.5L = 10 \) and \( L = 20 \). Check: \( 0.5(20) + 10 = 20 \). Once the sequence reaches 20 it stays there. The terms approach 20 from above without reaching it. This is the drug dosage pattern of lesson 6.7 appearing as a recursion. 100, 60, 40, 30, 25, approaching 20

  9. Explain why a recursive rule needs a starting value but an explicit rule does not.
    Show the full solution

    An explicit rule computes each term from its position alone, while a recursive rule computes each term from the one before, so it needs somewhere to begin. The explicit case. In \( a_n = 3n + 2 \), asking for \( a_7 \) needs only the number 7. Nothing earlier in the sequence is consulted, so no anchor is required. The recursive case. In \( a_n = a_{n-1} + 3 \), computing \( a_7 \) requires \( a_6 \), which requires \( a_5 \), and so on back to \( a_1 \). If \( a_1 \) is not given, the chain has no bottom and nothing can be computed. Concretely. The rule \( a_n = a_{n-1} + 3 \) is satisfied by 5, 8, 11 and by 100, 103, 106 and by infinitely many other sequences. The starting value is what selects one of them. The parallel elsewhere. This is the same structure as an antiderivative needing an initial condition, or a differential equation needing a boundary value. A rule about change determines the shape but not the position. How many starting values. A recursion referring only to \( a_{n-1} \) needs one starting value. Fibonacci refers to \( a_{n-1} \) and \( a_{n-2} \), so it needs two. Recursion computes from the previous term, so without an anchor the chain never terminates

  10. A sequence begins 1, 2, 4, 8. Give two different rules that produce these four terms and disagree at the fifth.
    Show the full solution

    The obvious rule. Doubling: \( a_n = 2^{n-1} \). Terms: 1, 2, 4, 8, and the fifth is \( 2^4 = 16 \). A second rule that also fits. The number of regions a circle is cut into by chords joining \( n \) points on its edge, in general position, is \[ a_n = \frac{n^4 - 6n^3 + 23n^2 - 18n + 24}{24} \] Check \( n = 1 \): \( \dfrac{1 - 6 + 23 - 18 + 24}{24} = \dfrac{24}{24} = 1 \) ✓ Check \( n = 2 \): \( \dfrac{16 - 48 + 92 - 36 + 24}{24} = \dfrac{48}{24} = 2 \) ✓ Check \( n = 3 \): \( \dfrac{81 - 162 + 207 - 54 + 24}{24} = \dfrac{96}{24} = 4 \) ✓ Check \( n = 4 \): \( \dfrac{256 - 384 + 368 - 72 + 24}{24} = \dfrac{192}{24} = 8 \) ✓ Where they disagree. At \( n = 5 \): \( \dfrac{625 - 750 + 575 - 90 + 24}{24} = \dfrac{384}{24} = 16 \). Still 16. They agree at the fifth term too. At \( n = 6 \): \( \dfrac{1296 - 1296 + 828 - 108 + 24}{24} = \dfrac{744}{24} = 31 \), while doubling gives 32. They disagree at the sixth. A simpler pair that disagrees at the fifth. Take \( b_n = 2^{n-1} \) and \( c_n = 2^{n-1} + (n-1)(n-2)(n-3)(n-4) \). The added product is zero at \( n = 1, 2, 3, 4 \), so the first four terms match. At \( n = 5 \) it contributes \( 4 \cdot 3 \cdot 2 \cdot 1 = 24 \), giving 40 instead of 16. What this shows. Four terms never determine a sequence. Adding any expression that vanishes at those four positions produces another rule fitting the same data. There are infinitely many such rules. Why the convention is still reasonable. When a problem asks for "the" pattern, it wants the simplest rule that fits, and in practice that is nearly always intended and nearly always unique in its simplicity. But "the next term must be 16" is a statement about convention, not about logic. Why it matters practically. In any setting where the sequence comes from data rather than from a stated rule, extrapolating past the observed terms is a guess. The mathematics does not certify it. \( a_n = 2^{n-1} \) and \( a_n = 2^{n-1} + (n-1)(n-2)(n-3)(n-4) \), which give 16 and 40

Lesson 8.2 · Unit 8 · F-BF.2

Adding the same amount every step

An arithmetic sequence adds a fixed number each time. That is the discrete version of a constant rate of change, so an arithmetic sequence is a linear function with its domain cut down to the positive integers.

The method
  1. A sequence is arithmetic when consecutive differences are constant. That constant is the common difference \( d \).
  2. Find \( d \) by subtracting any term from the next, and confirm with a second pair.
  3. Explicit rule: \( a_n = a_1 + (n - 1)d \).
  4. Recursive rule: \( a_1 \) given and \( a_n = a_{n-1} + d \).
  5. To find a term, substitute \( n \).
  6. To find a position, set \( a_n \) equal to the value and solve for \( n \).
  7. A non-integer \( n \) means the value is not in the sequence.
  8. The graph is points on a line of slope \( d \), not a continuous line.

Where students lose marks: writing \( a_n = a_1 + nd \), dropping the \( -1 \). The first term must come out right: at \( n = 1 \) the correct formula gives \( a_1 + 0 = a_1 \), while the wrong one gives \( a_1 + d \), off by one whole step for every term.

Worked example

The problem. A sequence begins 7, 11, 15, 19. (a) Write the explicit and recursive rules. (b) Find \( a_{20} \). (c) Determine whether 111 and 130 appear in the sequence. (d) Explain the relationship to linear functions.

Step one: find the common difference. \( 11 - 7 = 4 \), \( 15 - 11 = 4 \), \( 19 - 15 = 4 \). Constant, so the sequence is arithmetic with \( d = 4 \). Checking more than one pair is what confirms it, since one matching difference proves nothing.

Step two: write the rules in (a). Explicit: \( a_n = 7 + (n - 1)(4) \), which simplifies to \( a_n = 4n + 3 \). Recursive: \( a_1 = 7 \), \( a_n = a_{n-1} + 4 \). Check the explicit form at \( n = 1 \): \( 4 + 3 = 7 \) ✓. At \( n = 4 \): \( 16 + 3 = 19 \) ✓.

Step three: find \( a_{20} \) for (b). \( a_{20} = 4(20) + 3 = 83 \). Sanity check: 19 terms past the first, each adding 4, gives \( 7 + 76 = 83 \). Agrees.

Step four: test 111 for (c). Set the rule equal to 111 and solve for the position: \( 4n + 3 = 111 \), so \( 4n = 108 \) and \( n = 27 \). An integer, so 111 is the 27th term. Check: \( 4(27) + 3 = 111 \). Correct.

Step five: test 130 for (c). \( 4n + 3 = 130 \), so \( 4n = 127 \) and \( n = 31.75 \). Not an integer, so 130 is not in the sequence. There is no position 31.75. Confirm by bracketing: \( a_{31} = 127 \) and \( a_{32} = 131 \). The sequence steps over 130.

Step six: begin (d). The explicit rule simplified to \( a_n = 4n + 3 \), which has the form \( y = mx + b \) with slope 4 and intercept 3. The slope is the common difference. Both measure how much the output changes per unit increase in the input.

Step seven: identify the intercept. The value 3 is \( a_0 \), the term that would sit at position zero if the sequence extended back one step: \( 7 - 4 = 3 \). That is why the general form is \( a_n = a_1 + (n-1)d \) rather than \( a_1 + nd \): the sequence starts at position 1, not position 0, so the count of steps taken by term \( n \) is \( n - 1 \). Expanding confirms it: \( a_1 + (n-1)d = (a_1 - d) + dn \), and \( a_1 - d \) is exactly the intercept.

Step eight: state the difference that remains. The graph of \( y = 4x + 3 \) is a solid line containing points at \( x = 1.5 \) and \( x = \pi \). The graph of the sequence is only the dots at \( n = 1, 2, 3, \ldots \) That is why 130 fails. The line \( y = 4x + 3 \) passes through \( y = 130 \) at \( x = 31.75 \), which is a perfectly good point on the line and not a term of the sequence. The general statement. Every arithmetic sequence is a linear function restricted to the positive integers, and every constant-difference pattern can be analyzed with the linear tools of Algebra 1. The same statement will hold in lesson 8.4 for geometric sequences and exponential functions.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the common difference of 3, 9, 15, 21.
    Show the full solution

    6

  2. Find \( a_{10} \) for \( a_1 = 5 \), \( d = 3 \).
    Show the full solution

    \( 5 + 9(3) \). 32

  3. Write the explicit rule for \( a_1 = 2 \), \( d = 7 \).
    Show the full solution

    \( 2 + 7(n-1) = 7n - 5 \). \( a_n = 7n - 5 \)

  4. Is 4, 8, 16, 32 arithmetic?
    Show the full solution

    Differences 4, 8, 16 are not constant. No

  5. Find the common difference of 20, 17, 14, 11.
    Show the full solution

    \( -3 \)

  6. An arithmetic sequence has \( a_3 = 14 \) and \( a_7 = 30 \). Find \( a_1 \) and \( d \).
    Show the full solution

    From position 3 to position 7 is 4 steps, and the value rose by \( 30 - 14 = 16 \). So \( 4d = 16 \) and \( d = 4 \). Step back from \( a_3 \) by two: \( a_1 = 14 - 2(4) = 6 \). Check: 6, 10, 14, 18, 22, 26, 30. The third is 14 ✓ and the seventh is 30 ✓. \( a_1 = 6 \), \( d = 4 \)

  7. Determine whether 87 appears in 5, 12, 19, 26.
    Show the full solution

    \( d = 7 \), so \( a_n = 5 + 7(n-1) = 7n - 2 \). Set \( 7n - 2 = 87 \): \( 7n = 89 \), \( n = \dfrac{89}{7} \approx 12.71 \). Not an integer, so 87 is not a term. Confirm: \( a_{12} = 82 \) and \( a_{13} = 89 \). The sequence steps over 87. No

  8. A theater has 22 seats in the first row and 3 more in each successive row. Find the number of seats in row 15 and which row has 76 seats.
    Show the full solution

    Arithmetic with \( a_1 = 22 \) and \( d = 3 \). \( a_n = 22 + 3(n-1) = 3n + 19 \). Row 15: \( a_{15} = 3(15) + 19 = 64 \) seats. Row with 76 seats: \( 3n + 19 = 76 \), so \( 3n = 57 \) and \( n = 19 \). Check: \( 3(19) + 19 = 76 \) ✓. 64 seats in row 15; row 19 has 76 seats

  9. Explain why an arithmetic sequence is a linear function and what the restriction changes.
    Show the full solution

    Both are defined by a constant rate of change, and the restriction is only on which inputs are allowed. The shared structure. A linear function adds \( m \) to the output for every unit added to the input. An arithmetic sequence adds \( d \) for every step in position. Those are the same statement, with \( d \) playing the role of \( m \). The algebra confirms it. Expanding \( a_n = a_1 + (n-1)d \) gives \( a_n = dn + (a_1 - d) \), which is \( y = mx + b \) with \( m = d \) and \( b = a_1 - d \). What the restriction changes. The domain. A linear function accepts every real input; a sequence accepts only positive integers. So the graph is isolated dots rather than a connected line. The practical consequence. A value can lie on the line without being a term, which is exactly what happens when solving for a position gives a fraction. The linear equation has a solution; the sequence question does not. What carries over. Slope, intercept, and solving for an input all work the same way. Only the final check on whether the answer is a legal position is new. Both have a constant rate of change; restricting the domain to positive integers turns the line into isolated points

  10. The sum of the first three terms of an arithmetic sequence is 24 and the sum of the next three is 69. Find the first term and the common difference.
    Show the full solution

    Write the first six terms in terms of \( a_1 \) and \( d \). \( a_1 \), \( a_1 + d \), \( a_1 + 2d \), \( a_1 + 3d \), \( a_1 + 4d \), \( a_1 + 5d \). Translate the first condition. \( a_1 + (a_1 + d) + (a_1 + 2d) = 3a_1 + 3d = 24 \). Dividing by 3: \( a_1 + d = 8 \). Translate the second condition. \( (a_1 + 3d) + (a_1 + 4d) + (a_1 + 5d) = 3a_1 + 12d = 69 \). Dividing by 3: \( a_1 + 4d = 23 \). Solve the system. Subtracting the first from the second: \( 3d = 15 \), so \( d = 5 \). Then \( a_1 + 5 = 8 \), giving \( a_1 = 3 \). Check both conditions. The sequence is 3, 8, 13, 18, 23, 28. First three: \( 3 + 8 + 13 = 24 \) ✓ Next three: \( 18 + 23 + 28 = 69 \) ✓ A shortcut worth noticing. Dividing each sum by 3 gave the middle term of that group: \( a_2 = 8 \) and \( a_5 = 23 \). In an arithmetic sequence the mean of any odd number of consecutive terms equals the middle term, because the deviations above and below cancel in pairs. Using that directly. From \( a_2 = 8 \) and \( a_5 = 23 \), three steps apart, \( 3d = 15 \) so \( d = 5 \), and \( a_1 = 8 - 5 = 3 \). Same answer in two lines. \( a_1 = 3 \), \( d = 5 \)

Lesson 8.3 · Unit 8 · A-SSE.4

Adding up the terms, by pairing them

A series is the sum of a sequence's terms. For an arithmetic sequence there is a formula, and the derivation is worth seeing once because it makes the formula impossible to misremember.

The method
  1. A sequence is a list; a series is its sum. The distinction matters in the wording of problems.
  2. \( S_n \) means the sum of the first \( n \) terms.
  3. The formula: \( S_n = \dfrac{n}{2}(a_1 + a_n) \), which is \( n \) times the average of the first and last terms.
  4. An equivalent form: \( S_n = \dfrac{n}{2}\big(2a_1 + (n - 1)d\big) \), useful when the last term is not given.
  5. Find \( a_n \) first when only \( a_1 \), \( d \) and \( n \) are known.
  6. Summation notation \( \displaystyle\sum_{k=1}^{n} a_k \) means the same thing, read as "the sum from \( k = 1 \) to \( n \)".
  7. Read the question for "total" or "altogether", which signal a series rather than a term.
  8. Check a small case by adding directly.

Where students lose marks: answering with a term when the question asked for a total. "How many seats in row 15" is a term; "how many seats in the first 15 rows" is a series. The two answers differ by a factor of roughly \( n \), so the error is large.

Worked example

The problem. (a) Derive the sum formula by pairing. (b) Find \( 1 + 2 + 3 + \cdots + 100 \). (c) Find the sum of the first 20 terms of 7, 11, 15, 19. (d) A theater has 22 seats in row 1 and 3 more in each row. Find the total in 15 rows.

Step one: set up (a). Write the sum forward and then backward: \[ S_n = a_1 + a_2 + \cdots + a_{n-1} + a_n \] \[ S_n = a_n + a_{n-1} + \cdots + a_2 + a_1 \]

Step two: add the two lines term by term. Each vertical pair sums to the same thing. The first pair is \( a_1 + a_n \). The second is \( a_2 + a_{n-1} \), which equals \( (a_1 + d) + (a_n - d) = a_1 + a_n \). Every pair gives \( a_1 + a_n \), because moving one step forward from the front and one step back from the end changes the total by \( +d \) and \( -d \). There are \( n \) such pairs, so \( 2S_n = n(a_1 + a_n) \), giving \( S_n = \dfrac{n}{2}(a_1 + a_n) \). The formula says: the sum is the number of terms times the average of the first and last. Stated that way it is hard to get wrong.

Step three: apply to (b). Here \( a_1 = 1 \), \( a_{100} = 100 \), \( n = 100 \). \( S_{100} = \dfrac{100}{2}(1 + 100) = 50(101) = 5050 \). This is the classroom story about Gauss, and the pairing argument is essentially the one attributed to him: 1 pairs with 100, 2 with 99, each giving 101, and there are 50 such pairs.

Step four: prepare (c). From lesson 8.2 this sequence has \( a_1 = 7 \), \( d = 4 \), and \( a_{20} = 83 \).

Step five: compute (c). \( S_{20} = \dfrac{20}{2}(7 + 83) = 10(90) = 900 \). Check with the other form: \( S_{20} = \dfrac{20}{2}\big(2(7) + 19(4)\big) = 10(14 + 76) = 10(90) = 900 \). Agrees. Sanity check: the average term is 45, and 20 terms averaging 45 give 900. Consistent.

Step six: set up (d). The rows form an arithmetic sequence with \( a_1 = 22 \) and \( d = 3 \). The question asks for a total, so this is a series. First find the last row: \( a_{15} = 22 + 14(3) = 64 \) seats.

Step seven: compute (d). \( S_{15} = \dfrac{15}{2}(22 + 64) = \dfrac{15}{2}(86) = 15(43) = 645 \) seats. Sanity check: the average row has 43 seats, and 15 rows give 645. Consistent. Contrast with the term question. Row 15 alone has 64 seats. The total is 645. Answering 64 to a question about the whole theater would be off by a factor of ten.

Step eight: connect to summation notation. Part (c) can be written \[ \sum_{k=1}^{20} (4k + 3) = 900 \] The letter \( k \) is the index, running from the value below the sign to the value above, and the expression after it is the term at position \( k \). The index letter is arbitrary. Writing \( j \) or \( i \) instead changes nothing, in the same way that the variable of integration or of a function definition is arbitrary. A caution on limits. The number of terms in \( \displaystyle\sum_{k=1}^{n} \) is \( n \), but in \( \displaystyle\sum_{k=5}^{12} \) it is \( 12 - 5 + 1 = 8 \), not 7. Counting inclusive endpoints requires the \( +1 \), and dropping it is a common source of an off-by-one error.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find \( 1 + 2 + \cdots + 10 \).
    Show the full solution

    \( \dfrac{10}{2}(1 + 10) \). 55

  2. Find \( S_{10} \) for \( a_1 = 3 \), \( a_{10} = 30 \).
    Show the full solution

    \( 5(33) \). 165

  3. How many terms are in \( \displaystyle\sum_{k=1}^{15} \)?
    Show the full solution

    15

  4. What is the difference between a sequence and a series?
    Show the full solution

    A sequence is a list; a series is the sum of its terms

  5. Evaluate \( \displaystyle\sum_{k=1}^{4} 2k \).
    Show the full solution

    \( 2 + 4 + 6 + 8 \). 20

  6. Find the sum of the first 25 terms of 4, 9, 14, 19.
    Show the full solution

    \( a_1 = 4 \), \( d = 5 \). \( a_{25} = 4 + 24(5) = 124 \). \( S_{25} = \dfrac{25}{2}(4 + 124) = \dfrac{25}{2}(128) = 25(64) = 1600 \). Check with the other form: \( \dfrac{25}{2}(8 + 120) = \dfrac{25}{2}(128) = 1600 \). Agrees. 1600

  7. Evaluate \( \displaystyle\sum_{k=5}^{12} (3k - 1) \).
    Show the full solution

    Count the terms. From 5 to 12 inclusive is \( 12 - 5 + 1 = 8 \) terms. Find the first and last. At \( k = 5 \): \( 3(5) - 1 = 14 \). At \( k = 12 \): \( 3(12) - 1 = 35 \). Apply the formula. \( S = \dfrac{8}{2}(14 + 35) = 4(49) = 196 \). Check by listing: 14, 17, 20, 23, 26, 29, 32, 35. Sum in pairs from the outside: \( 14 + 35 = 49 \), \( 17 + 32 = 49 \), \( 20 + 29 = 49 \), \( 23 + 26 = 49 \). Four pairs of 49 give 196 ✓ The \( +1 \) in the count is essential; using 7 terms would give 171.5, which is not even a whole number and so is visibly wrong. 196

  8. A worker is paid $500 in week 1 with a $25 raise each week. Find the total pay over one year of 52 weeks.
    Show the full solution

    Arithmetic with \( a_1 = 500 \), \( d = 25 \), \( n = 52 \). Final week: \( a_{52} = 500 + 51(25) = 500 + 1275 = 1775 \). Total: \( S_{52} = \dfrac{52}{2}(500 + 1775) = 26(2275) = 59{,}150 \). Sanity check: the average weekly pay is \( \dfrac{500 + 1775}{2} = 1137.50 \), and \( 52 \times 1137.50 = 59{,}150 \) ✓ Note the size of the raise's effect. Flat pay at $500 would total $26,000. The raises more than doubled the year's earnings. $59,150

  9. Explain why the pairing derivation works and what would break it for a geometric sequence.
    Show the full solution

    Pairing works because in an arithmetic sequence moving inward from both ends changes the two terms by equal and opposite amounts. The mechanism. Stepping forward one place from the front adds \( d \). Stepping back one place from the end subtracts \( d \). So the pair's sum is unchanged, and every pair equals \( a_1 + a_n \). Why that gives the formula. Writing the sum forward and backward and adding produces \( n \) identical pairs, so \( 2S_n = n(a_1 + a_n) \). Why it fails for geometric. There, stepping forward multiplies by \( r \) and stepping back divides by \( r \). Those do not cancel in a sum. Take 1, 2, 4, 8: the outer pair gives \( 1 + 8 = 9 \) and the inner pair gives \( 2 + 4 = 6 \). Not equal, so the argument collapses at its first step. What replaces it. Lesson 8.5 uses a different trick entirely: multiplying the whole sum by \( r \) and subtracting, which exploits the multiplicative structure instead of fighting it. The general lesson. Each kind of series needs a derivation matched to how its terms are built. There is no single technique that handles both. Equal and opposite steps cancel in an arithmetic pair; in a geometric sequence the steps multiply and divide, which does not cancel in a sum

  10. The sum of the first \( n \) terms of an arithmetic sequence with \( a_1 = 6 \) and \( d = 4 \) is 510. Find \( n \).
    Show the full solution

    Use the form that does not need \( a_n \). \( S_n = \dfrac{n}{2}\big(2a_1 + (n-1)d\big) = \dfrac{n}{2}\big(12 + 4(n-1)\big) \). Simplify inside. \( 12 + 4n - 4 = 4n + 8 \). So \( S_n = \dfrac{n(4n + 8)}{2} = \dfrac{4n^2 + 8n}{2} = 2n^2 + 4n \). Set equal to 510 and solve. \( 2n^2 + 4n = 510 \). \( 2n^2 + 4n - 510 = 0 \). Divide by 2: \( n^2 + 2n - 255 = 0 \). Factor. Two numbers multiplying to \( -255 \) and adding to 2. Since \( 255 = 15 \times 17 \), try 17 and \( -15 \): product \( -255 \) ✓, sum 2 ✓. \( (n + 17)(n - 15) = 0 \), so \( n = -17 \) or \( n = 15 \). Reject the negative. A count of terms must be a positive integer, so \( n = 15 \). This rejection is not an extraneous root in the technical sense. The algebra is exact; \( -17 \) is a genuine solution of the quadratic. It is rejected because the context restricts the domain, which is a different kind of check from the one in lesson 7.6. Verify. \( a_{15} = 6 + 14(4) = 62 \). \( S_{15} = \dfrac{15}{2}(6 + 62) = \dfrac{15}{2}(68) = 15(34) = 510 \) ✓ Note the quadratic structure. The sum \( S_n = 2n^2 + 4n \) is quadratic in \( n \), which is always true of an arithmetic series: adding a linear amount repeatedly accumulates quadratically. That is why questions about a total can have two algebraic answers when questions about a term cannot. \( n = 15 \)

Lesson 8.4 · Unit 8 · F-BF.2

Multiplying by the same factor every step

A geometric sequence multiplies by a fixed number each time. It stands in the same relation to exponential functions that arithmetic sequences do to linear ones, and unit 6 already established what that behavior looks like.

The method
  1. A sequence is geometric when consecutive ratios are constant. That constant is the common ratio \( r \).
  2. Find \( r \) by dividing a term by the one before, and confirm with a second pair.
  3. Explicit rule: \( a_n = a_1 r^{n-1} \).
  4. Recursive rule: \( a_1 \) given and \( a_n = r \cdot a_{n-1} \).
  5. The exponent is \( n - 1 \), for the same reason as in the arithmetic case: term 1 has had zero multiplications.
  6. \( |r| \gt 1 \) means growth; \( 0 \lt |r| \lt 1 \) means decay.
  7. A negative \( r \) makes the terms alternate in sign.
  8. To find a position, set \( a_n \) equal to the value and solve with logarithms.

Where students lose marks: writing \( a_1 \cdot r^n \). At \( n = 1 \) that gives \( a_1 r \) rather than \( a_1 \), so every term is one multiplication too far along. The check is always to substitute \( n = 1 \) and confirm the first term comes back.

Worked example

The problem. A sequence begins 3, 6, 12, 24. (a) Write the explicit and recursive rules. (b) Find \( a_{10} \). (c) Find which term equals 3072. (d) Explain the relationship to exponential functions.

Step one: find the common ratio. \( \dfrac{6}{3} = 2 \), \( \dfrac{12}{6} = 2 \), \( \dfrac{24}{12} = 2 \). Constant, so the sequence is geometric with \( r = 2 \). Note the differences are not constant (3, 6, 12), which is what rules out arithmetic.

Step two: write the rules in (a). Explicit: \( a_n = 3 \cdot 2^{n-1} \). Recursive: \( a_1 = 3 \), \( a_n = 2a_{n-1} \). Check the explicit form at \( n = 1 \): \( 3 \cdot 2^0 = 3 \) ✓. At \( n = 4 \): \( 3 \cdot 8 = 24 \) ✓.

Step three: find \( a_{10} \) for (b). \( a_{10} = 3 \cdot 2^9 = 3(512) = 1536 \). The growth is startling. From 3 to 1536 in nine steps, where an arithmetic sequence with the same start and second term would reach only \( 3 + 9(3) = 30 \).

Step four: set up (c). \( 3 \cdot 2^{n-1} = 3072 \). Isolate the power: \( 2^{n-1} = 1024 \).

Step five: solve (c). Since \( 1024 = 2^{10} \), matching bases gives \( n - 1 = 10 \), so \( n = 11 \). Check: \( a_{11} = 3 \cdot 2^{10} = 3(1024) = 3072 \) ✓ When the value is not a clean power, use logarithms as in lesson 7.5, and a non-integer answer means the value is not in the sequence.

Step six: begin (d). The rule \( a_n = 3 \cdot 2^{n-1} \) has the same shape as the exponential \( f(x) = ab^x \) of lesson 6.2. Rewriting: \( 3 \cdot 2^{n-1} = \dfrac{3}{2} \cdot 2^n \), so the sequence is the function \( f(x) = 1.5 \cdot 2^x \) evaluated at the positive integers. The common ratio plays the role of the base, and the constant absorbs the offset just as \( a_1 - d \) did in the arithmetic case.

Step seven: check the correspondence. \( f(1) = 1.5(2) = 3 \) ✓ \( f(4) = 1.5(16) = 24 \) ✓ \( f(10) = 1.5(1024) = 1536 \) ✓ All match the sequence's terms.

Step eight: state the table of correspondences. Arithmetic sequences correspond to linear functions, with the common difference as the slope. Geometric sequences correspond to exponential functions, with the common ratio as the base. The distinguishing test is the same as in lesson 6.3. Constant differences mean linear; constant ratios mean exponential. Applied to a sequence rather than a table, the test is identical. What the restriction changes, again. The exponential function \( 1.5 \cdot 2^x \) is defined at \( x = 2.5 \) and \( x = -3 \); the sequence is not. So a value can lie on the curve without being a term, and a non-integer answer when solving for a position means exactly that.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the common ratio of 2, 10, 50, 250.
    Show the full solution

    5

  2. Find \( a_5 \) for \( a_1 = 4 \), \( r = 3 \).
    Show the full solution

    \( 4 \cdot 3^4 = 4(81) \). 324

  3. Write the explicit rule for \( a_1 = 5 \), \( r = 2 \).
    Show the full solution

    \( a_n = 5 \cdot 2^{n-1} \)

  4. Is 3, 7, 11, 15 geometric?
    Show the full solution

    Ratios are not constant; the differences are. No, it is arithmetic

  5. Find the common ratio of 80, 40, 20, 10.
    Show the full solution

    \( \frac{1}{2} \)

  6. Find \( a_8 \) for the sequence 2, \( -6 \), 18, \( -54 \).
    Show the full solution

    \( r = \dfrac{-6}{2} = -3 \). Confirm: \( \dfrac{18}{-6} = -3 \) ✓ \( a_8 = 2(-3)^7 = 2(-2187) = -4374 \). The sign alternates because \( r \) is negative, and odd powers keep the minus sign. Even positions are negative here and odd positions positive, since \( n - 1 \) is odd when \( n \) is even. \( -4374 \)

  7. A geometric sequence has \( a_2 = 12 \) and \( a_5 = 96 \). Find \( a_1 \) and \( r \).
    Show the full solution

    From position 2 to position 5 is 3 steps, so \( a_5 = a_2 \cdot r^3 \). \( 96 = 12r^3 \), so \( r^3 = 8 \) and \( r = 2 \). Step back one: \( a_1 = \dfrac{12}{2} = 6 \). Check: 6, 12, 24, 48, 96. Second is 12 ✓ and fifth is 96 ✓ Note the contrast with the arithmetic version. There, three steps meant \( 3d \); here it means \( r^3 \). Steps add in one case and multiply in the other. \( a_1 = 6 \), \( r = 2 \)

  8. A ball dropped from 10 feet rebounds to 60 percent of its previous height each bounce. Find the height after the fifth bounce.
    Show the full solution

    Geometric with \( a_1 = 10 \) (the drop height) and \( r = 0.6 \). After the fifth bounce the ball has been multiplied by 0.6 five times: \( 10(0.6)^5 \). \( 0.6^2 = 0.36 \), \( 0.6^3 = 0.216 \), \( 0.6^4 = 0.1296 \), \( 0.6^5 = 0.07776 \). Height \( = 10(0.07776) = 0.7776 \) feet, about 9.3 inches. Watch the indexing. Calling the drop height \( a_1 \) makes the height after the first bounce \( a_2 \), so "after the fifth bounce" is \( a_6 = 10(0.6)^5 \). Stating which term is which before computing avoids an off-by-one error here. About 0.778 feet

  9. Explain why a geometric sequence is an exponential function and what the restriction changes.
    Show the full solution

    Both are defined by a constant multiplier per step, and again only the domain differs. The shared structure. An exponential function multiplies the output by \( b \) for every unit added to the input. A geometric sequence multiplies by \( r \) for every step in position. The same statement, with \( r \) as the base. The algebra. \( a_n = a_1 r^{n-1} = \dfrac{a_1}{r} \cdot r^n \), which is \( f(x) = ab^x \) with \( b = r \) and \( a = \dfrac{a_1}{r} \). What the restriction changes. Only positive integers are legal inputs, so the graph is isolated points on the exponential curve rather than the curve itself. What carries over from unit 6. Everything about growth and decay: \( r \gt 1 \) grows, \( 0 \lt r \lt 1 \) decays, doubling and half-life arguments apply unchanged, and solving for a position uses the logarithms of lesson 7.5. One thing that does not carry over. A negative common ratio makes a perfectly good sequence with alternating signs, while \( b^x \) with a negative base is not a real function for most inputs. So the sequence version is slightly more general at that point. Both multiply by a constant per step; restricting the domain to positive integers turns the curve into isolated points

  10. A culture starts with 500 bacteria and triples every 4 hours. Write the count as a geometric sequence indexed by 4-hour periods, find the count after 24 hours, and find when it first exceeds one million.
    Show the full solution

    Set up the indexing. Let \( a_1 = 500 \) be the count at time zero, so \( a_n \) is the count after \( n - 1 \) periods of 4 hours. \( a_n = 500 \cdot 3^{n-1} \). Find the count after 24 hours. That is \( \dfrac{24}{4} = 6 \) periods, so \( n - 1 = 6 \) and \( n = 7 \). \( a_7 = 500 \cdot 3^6 = 500(729) = 364{,}500 \). Check by stepping. 500, 1500, 4500, 13500, 40500, 121500, 364500. Seven terms, the last at 24 hours ✓ Find when it first exceeds one million. \( 500 \cdot 3^{n-1} \gt 1{,}000{,}000 \). Isolate: \( 3^{n-1} \gt 2000 \). Take natural logarithms: \( (n-1)\ln 3 \gt \ln 2000 \). \( n - 1 \gt \dfrac{7.6009}{1.0986} \approx 6.919 \). So \( n \gt 7.919 \), and since \( n \) must be an integer, \( n = 8 \). Check both sides of the threshold. \( a_7 = 364{,}500 \), which is below one million. \( a_8 = 500 \cdot 3^7 = 500(2187) = 1{,}093{,}500 \), which is above ✓ Convert to time. \( n = 8 \) means 7 periods, or \( 7 \times 4 = 28 \) hours. Why rounding up is right here. The inequality asked for the first term exceeding the threshold, so a fractional answer must be rounded up to the next integer position. Rounding 7.919 down to 7 would give a term still below one million. A note on the continuous version. The population is actually growing continuously, not jumping every 4 hours, so the true crossing happens partway through the eighth period. The sequence model reports the first observation past the threshold, which is the right answer to the question as asked but not the same as the exact crossing time. 364,500 after 24 hours; it first exceeds one million at 28 hours

Lesson 8.5 · Unit 8 · A-SSE.4

Summing a geometric sequence by subtracting it from itself

The pairing trick of lesson 8.3 fails here, as that lesson's practice showed. A different device works: multiply the whole sum by the ratio and subtract. Nearly everything cancels.

The method
  1. The formula: \( S_n = a_1 \dfrac{1 - r^n}{1 - r} \) for \( r \ne 1 \).
  2. An equivalent form: \( S_n = a_1 \dfrac{r^n - 1}{r - 1} \), obtained by negating both the numerator and denominator.
  3. Use whichever keeps the signs positive, the first for \( r \lt 1 \) and the second for \( r \gt 1 \).
  4. \( r = 1 \) must be excluded, since the denominator vanishes; that case is just \( n \) copies of \( a_1 \).
  5. Identify \( a_1 \), \( r \) and \( n \) before substituting.
  6. \( n \) is the number of terms, not the last index if the sum does not start at 1.
  7. For savings with regular deposits, each deposit grows for a different time, which is what makes the total a geometric series.
  8. Check a small case by adding directly.

Where students lose marks: using \( r^{n-1} \) in the sum formula because the term formula uses it. The sum formula genuinely has \( r^n \). Checking against a small case settles it: for 1, 2, 4 the sum is 7, and \( \dfrac{1 - 2^3}{1 - 2} = \dfrac{-7}{-1} = 7 \) ✓, while \( r^{n-1} \) would give 3.

Worked example

The problem. (a) Derive the formula by shift and subtract. (b) Find the sum of the first 10 terms of 3, 6, 12, 24. (c) Find the sum of the first 8 terms of 100, 50, 25. (d) $200 is deposited at the end of each month into an account paying 6 percent annual interest compounded monthly. Find the balance after 2 years.

Step one: set up (a). Write the sum: \[ S_n = a_1 + a_1r + a_1r^2 + \cdots + a_1r^{n-1} \]

Step two: multiply by \( r \). Every term shifts up one power: \[ rS_n = a_1r + a_1r^2 + \cdots + a_1r^{n-1} + a_1r^n \] The two lines share every term except two: the first line has \( a_1 \) which the second lacks, and the second has \( a_1r^n \) which the first lacks.

Step three: subtract and solve. \( S_n - rS_n = a_1 - a_1r^n \). Factor both sides: \( S_n(1 - r) = a_1(1 - r^n) \). Divide, which requires \( r \ne 1 \): \[ S_n = a_1\frac{1 - r^n}{1 - r} \] Why \( r = 1 \) must be excluded is now visible: the division step is illegal there. And it is not a real loss, since with \( r = 1 \) every term is \( a_1 \) and the sum is simply \( na_1 \).

Step four: compute (b). Here \( a_1 = 3 \), \( r = 2 \), \( n = 10 \). Since \( r \gt 1 \), use the second form: \( S_{10} = 3 \cdot \dfrac{2^{10} - 1}{2 - 1} = 3 \cdot \dfrac{1024 - 1}{1} = 3(1023) = 3069 \). Check by listing: 3, 6, 12, 24, 48, 96, 192, 384, 768, 1536. Adding: \( 3 + 6 = 9 \), \( +12 = 21 \), \( +24 = 45 \), \( +48 = 93 \), \( +96 = 189 \), \( +192 = 381 \), \( +384 = 765 \), \( +768 = 1533 \), \( +1536 = 3069 \) ✓

Step five: compute (c). Here \( a_1 = 100 \), \( r = 0.5 \), \( n = 8 \). Since \( r \lt 1 \), use the first form: \( S_8 = 100 \cdot \dfrac{1 - 0.5^8}{1 - 0.5} = 100 \cdot \dfrac{1 - 0.00390625}{0.5} = 100 \cdot \dfrac{0.99609375}{0.5} = 100(1.9921875) = 199.21875 \). Notice the total is approaching 200 and will never pass it, which is what lesson 8.6 is about.

Step six: set up (d). The monthly rate is \( \dfrac{0.06}{12} = 0.005 \), and there are \( 24 \) deposits. The deposit at the end of month 24 earns no interest, so it contributes 200. The deposit at the end of month 23 earns one month's interest: \( 200(1.005) \). The first deposit earns 23 months of interest: \( 200(1.005)^{23} \). The total is a geometric series with \( a_1 = 200 \), \( r = 1.005 \), \( n = 24 \).

Step seven: compute (d). \( 1.005^{24} = e^{24\ln(1.005)} = e^{24(0.0049875)} = e^{0.11970} \approx 1.127160 \). \( S_{24} = 200 \cdot \dfrac{1.127160 - 1}{1.005 - 1} = 200 \cdot \dfrac{0.127160}{0.005} = 200(25.4320) = 5086.40 \). The balance is about $5,086.40.

Step eight: check the answer for reasonableness. Total deposited: \( 24 \times 200 = \$4{,}800 \). Interest earned: \( 5086.40 - 4800 = \$286.40 \). Is that plausible? The average deposit sits in the account about 12 months, and \( \$4{,}800 \) at 6 percent for one year would earn about \( \$288 \). The computed \( \$286.40 \) is right beside it. Consistent. What the formula is doing. It is adding 24 separate compound interest calculations, each for a different length of time, in one step. Doing them individually would take 24 computations and give the same answer. A caution on the ratio. The common ratio here is \( 1 + i \), not \( i \). Using \( r = 0.005 \) instead of \( 1.005 \) is a common slip and produces a sum barely above 200, which the reasonableness check would catch at once.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find \( 1 + 2 + 4 + 8 \) using the formula.
    Show the full solution

    \( \dfrac{2^4 - 1}{2 - 1} = 15 \). 15

  2. Find \( S_5 \) for \( a_1 = 2 \), \( r = 3 \).
    Show the full solution

    \( 2 \cdot \dfrac{243 - 1}{2} = 242 \). 242

  3. Which value of \( r \) must be excluded from the formula?
    Show the full solution

    \( r = 1 \)

  4. Does the sum formula use \( r^n \) or \( r^{n-1} \)?
    Show the full solution

    \( r^n \)

  5. Find \( S_4 \) for \( a_1 = 5 \), \( r = 2 \).
    Show the full solution

    \( 5(15) \). Check: \( 5 + 10 + 20 + 40 = 75 \) ✓ 75

  6. Find the sum of the first 6 terms of 4, 12, 36.
    Show the full solution

    \( a_1 = 4 \), \( r = 3 \), \( n = 6 \). \( S_6 = 4 \cdot \dfrac{3^6 - 1}{3 - 1} = 4 \cdot \dfrac{729 - 1}{2} = 4(364) = 1456 \). Check by listing: 4, 12, 36, 108, 324, 972. Sum: \( 4 + 12 + 36 + 108 + 324 + 972 = 1456 \) ✓ 1456

  7. Find the sum of the first 10 terms of 64, 32, 16.
    Show the full solution

    \( a_1 = 64 \), \( r = 0.5 \), \( n = 10 \). \( 0.5^{10} = \dfrac{1}{1024} \approx 0.0009766 \). \( S_{10} = 64 \cdot \dfrac{1 - 0.0009766}{0.5} = 64(1.9980469) = 127.875 \). Exactly: \( 64 \cdot \dfrac{1 - \frac{1}{1024}}{\frac{1}{2}} = 128 \cdot \dfrac{1023}{1024} = \dfrac{1023}{8} = 127.875 \). The sum is creeping toward 128 and is now within \( \frac{1}{8} \) of it. 127.875

  8. A machine worth $40,000 loses 15 percent of its value each year. Find the total depreciation over 5 years.
    Show the full solution

    Find each year's loss. Year 1 loses \( 0.15(40000) = 6000 \), leaving $34,000. Year 2 loses \( 0.15(34000) = 5100 \). Each loss is 0.85 times the previous, so the losses form a geometric sequence with \( a_1 = 6000 \) and \( r = 0.85 \). Sum five terms. \( 0.85^5 = 0.4437053 \). \( S_5 = 6000 \cdot \dfrac{1 - 0.4437053}{0.15} = 6000 \cdot \dfrac{0.5562947}{0.15} = 6000(3.708631) = 22{,}251.79 \). Check a different way. The value after 5 years is \( 40000(0.85)^5 = 40000(0.4437053) = 17{,}748.21 \). Total depreciation \( = 40000 - 17748.21 = 22{,}251.79 \) ✓ The second route is shorter, and it is worth noticing that a question about accumulated loss can often be answered by tracking the remaining value instead. About $22,251.79

  9. Explain why the shift-and-subtract trick works and why it does not help an arithmetic series.
    Show the full solution

    Multiplying a geometric sum by \( r \) produces almost the same sum shifted one position, so subtracting cancels everything in the overlap. The mechanism. Each term times \( r \) is the next term. So \( rS_n \) contains terms 2 through \( n+1 \), while \( S_n \) contains terms 1 through \( n \). The overlap is terms 2 through \( n \), which is nearly all of both, and subtracting removes it entirely. What survives. Only \( a_1 \) from the first sum and \( a_1r^n \) from the second, which is why the formula is so short. Why it fails for arithmetic. There, multiplying by anything does not shift the sequence along itself. Take 1, 3, 5, 7. Multiplying by 3 gives 3, 9, 15, 21, which is a different arithmetic sequence, not this one shifted. Nothing cancels on subtraction. What does shift an arithmetic sequence. Adding \( d \) to every term gives 3, 5, 7, 9, which is the original shifted. Subtracting \( S_n \) from that shifted sum gives \( nd \), which recovers the sum formula by a slightly different route than pairing. The general principle. The operation that shifts a sequence along itself is the operation that built it: addition for arithmetic, multiplication for geometric. Each derivation uses its own. Multiplying by \( r \) shifts a geometric sequence one place, so subtraction cancels the overlap; multiplication does not shift an arithmetic sequence

  10. A person saves $100 at the end of each month in an account paying 4.8 percent annual interest compounded monthly. Find the balance after 3 years, and find how much of it is interest.
    Show the full solution

    Find the monthly rate and the number of deposits. Monthly rate: \( \dfrac{0.048}{12} = 0.004 \). Number of deposits: \( 3 \times 12 = 36 \). Set up the series. The last deposit earns nothing, the one before earns one month, and the first earns 35 months. So the total is \[ 100 + 100(1.004) + 100(1.004)^2 + \cdots + 100(1.004)^{35} \] a geometric series with \( a_1 = 100 \), \( r = 1.004 \), \( n = 36 \). Compute the power. \( \ln(1.004) \approx 0.0039920 \). \( 36 \times 0.0039920 = 0.1437129 \). \( 1.004^{36} = e^{0.1437129} \approx 1.1545537 \). Apply the formula. \( S_{36} = 100 \cdot \dfrac{1.1545537 - 1}{0.004} = 100 \cdot \dfrac{0.1545537}{0.004} = 100(38.638425) = 3863.84 \). The balance is about $3,863.84. Separate the interest. Total deposited: \( 36 \times 100 = \$3{,}600 \). Interest: \( 3863.84 - 3600 = \$263.84 \). Check for reasonableness. The average deposit sits about 17.5 months. \( \$3{,}600 \) at 4.8 percent for 17.5 months is roughly \( 3600 \times 0.048 \times \dfrac{17.5}{12} \approx \$252 \). Close to $263.84, with the difference coming from compounding. Consistent. Compare with a lump sum. Depositing all $3,600 at the start would give \( 3600(1.004)^{36} = 3600(1.1545537) = \$4{,}156.39 \), nearly $300 more. Money deposited later has less time to earn, which is why the monthly total falls short of the lump sum. The practical reading. Over three years at this rate the interest is about 7.3 percent of what was deposited. That is modest, and the reason to save monthly is that $3,600 at once is usually not available, not that it earns more. $3,863.84, of which $263.84 is interest

Lesson 8.6 · Unit 8 · A-SSE.4

Adding infinitely many numbers and getting a finite answer

The sums in lesson 8.5 with \( r \) between \( -1 \) and 1 were visibly approaching a limit and never passing it. That limit exists, it has a formula, and the condition on \( r \) is not a technicality.

The method
  1. An infinite geometric series converges exactly when \( |r| \lt 1 \).
  2. When it converges: \( S = \dfrac{a_1}{1 - r} \).
  3. When \( |r| \ge 1 \) the series diverges and has no sum.
  4. The formula comes from the finite one as \( r^n \) shrinks to zero.
  5. Check \( |r| \lt 1 \) before using the formula, every time.
  6. A repeating decimal is an infinite geometric series, which is how it converts to a fraction.
  7. Identify \( a_1 \) and \( r \) from the decimal's repeating block.
  8. The sum can be larger than any single term but is always finite when the condition holds.

Where students lose marks: applying the formula without checking \( r \). For 2, 6, 18, the formula would give \( \dfrac{2}{1 - 3} = -1 \), a negative answer for a sum of positive growing terms. The absurdity is the signal that the condition was violated.

Worked example

The problem. (a) Explain why \( |r| \lt 1 \) makes the sum finite, and derive the formula. (b) Find \( 8 + 4 + 2 + 1 + \cdots \). (c) Convert \( 0.\overline{36} \) to a fraction. (d) Explain what \( 0.\overline{9} \) equals and why.

Step one: start from the finite formula for (a). \( S_n = a_1 \dfrac{1 - r^n}{1 - r} \). The only part depending on \( n \) is \( r^n \).

Step two: examine \( r^n \). When \( |r| \lt 1 \), repeated multiplication by \( r \) shrinks the value. For \( r = 0.5 \): \( 0.5^{10} \approx 0.00098 \), \( 0.5^{20} \approx 0.00000095 \), \( 0.5^{50} \approx 8.9 \times 10^{-16} \). The powers approach zero, and no positive number is small enough to be a lower bound. Replacing \( r^n \) with 0: \[ S = \frac{a_1(1 - 0)}{1 - r} = \frac{a_1}{1 - r} \]

Step three: examine the other cases. When \( |r| \gt 1 \), the powers grow without bound, so \( S_n \) does too and there is no limit. When \( r = 1 \), the sum is \( na_1 \), which grows without bound. When \( r = -1 \), the partial sums oscillate between \( a_1 \) and 0 forever, settling nowhere. So \( |r| \lt 1 \) is exactly the condition, and each excluded case fails for a visible reason rather than a technical one.

Step four: compute (b). Here \( a_1 = 8 \) and \( r = \dfrac{4}{8} = 0.5 \), which satisfies \( |r| \lt 1 \). \( S = \dfrac{8}{1 - 0.5} = \dfrac{8}{0.5} = 16 \). Check with partial sums: 8, 12, 14, 15, 15.5, 15.75, 15.875. Approaching 16 and never reaching it ✓ Each partial sum is exactly halfway from the previous to 16, which is why it never arrives in finitely many steps and why 16 is nonetheless the correct total.

Step five: set up (c). The decimal \( 0.\overline{36} \) means \( 0.363636\ldots \), which is \( 0.36 + 0.0036 + 0.000036 + \cdots \) Each term is \( \dfrac{1}{100} \) of the previous, so \( a_1 = 0.36 \) and \( r = 0.01 \).

Step six: compute (c). \( S = \dfrac{0.36}{1 - 0.01} = \dfrac{0.36}{0.99} = \dfrac{36}{99} = \dfrac{4}{11} \). Check by dividing: \( 4 \div 11 = 0.363636\ldots \) ✓ The pattern generalizes. A repeating block of \( k \) digits gives \( r = 10^{-k} \), so the denominator is \( 1 - 10^{-k} \), which is \( k \) nines over \( 10^k \). That is why \( 0.\overline{36} = \dfrac{36}{99} \) and \( 0.\overline{142857} = \dfrac{142857}{999999} = \dfrac{1}{7} \).

Step seven: apply the same method to (d). \( 0.\overline{9} = 0.9 + 0.09 + 0.009 + \cdots \), with \( a_1 = 0.9 \) and \( r = 0.1 \). \( S = \dfrac{0.9}{1 - 0.1} = \dfrac{0.9}{0.9} = 1 \). So \( 0.\overline{9} = 1 \) exactly. Not approximately, not "almost".

Step eight: address the objection. The resistance to this comes from reading \( 0.\overline{9} \) as a process that keeps adding nines and never quite arrives. But the notation does not name a process; it names the limit of that process, which is a single number, and that number is 1. A second argument. \( \dfrac{1}{3} = 0.\overline{3} \) is uncontroversial. Multiplying both sides by 3 gives \( 1 = 0.\overline{9} \). A third. If \( 0.\overline{9} \) and 1 were different numbers, some number would lie between them. Name it. Any candidate fails, because any number less than 1 differs from it by some positive amount, and \( 0.\overline{9} \) is closer to 1 than that. What it really shows. Decimal notation is not unique. Every terminating decimal has a second representation ending in repeating nines: \( 0.5 = 0.4\overline{9} \), \( 2 = 1.\overline{9} \). That is a feature of the notation, not a defect in the numbers.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. For what values of \( r \) does an infinite geometric series converge?
    Show the full solution

    \( |r| \lt 1 \)

  2. Find the sum of \( 6 + 3 + 1.5 + \cdots \).
    Show the full solution

    \( \dfrac{6}{1 - 0.5} \). 12

  3. Does \( 1 + 2 + 4 + \cdots \) converge?
    Show the full solution

    \( r = 2 \). No

  4. Find the sum of \( 100 + 20 + 4 + \cdots \).
    Show the full solution

    \( r = 0.2 \), so \( \dfrac{100}{0.8} \). 125

  5. Convert \( 0.\overline{7} \) to a fraction.
    Show the full solution

    \( \dfrac{0.7}{0.9} \). \( \frac{7}{9} \)

  6. Find the sum of \( 27 - 9 + 3 - 1 + \cdots \).
    Show the full solution

    \( r = \dfrac{-9}{27} = -\dfrac{1}{3} \), and \( |r| = \dfrac{1}{3} \lt 1 \), so it converges. \( S = \dfrac{27}{1 - \left( -\frac{1}{3} \right)} = \dfrac{27}{\frac{4}{3}} = 27 \cdot \dfrac{3}{4} = \dfrac{81}{4} = 20.25 \). Check with partial sums: 27, 18, 21, 20, 20.333, 20.222. Closing in on 20.25 from both sides ✓ A negative ratio makes the partial sums alternate around the limit rather than approaching from one side. 20.25

  7. Convert \( 0.2\overline{45} \) to a fraction.
    Show the full solution

    Split off the non-repeating part. \( 0.2\overline{45} = 0.2 + 0.0454545\ldots \) The repeating part is a geometric series with \( a_1 = 0.045 \) and \( r = 0.01 \). \( S = \dfrac{0.045}{0.99} = \dfrac{45}{990} = \dfrac{1}{22} \). Add the parts. \( \dfrac{1}{5} + \dfrac{1}{22} = \dfrac{22}{110} + \dfrac{5}{110} = \dfrac{27}{110} \). Check: \( 27 \div 110 = 0.24545\ldots \) ✓ The non-repeating digits must be separated first, because they are not part of the geometric pattern. \( \frac{27}{110} \)

  8. A ball dropped from 12 feet rebounds to 40 percent of its height each bounce. Find the total vertical distance it travels before coming to rest.
    Show the full solution

    Account for both directions. The ball falls 12 feet, then rises and falls 4.8 feet, then rises and falls 1.92 feet, and so on. Total \( = 12 + 2(4.8 + 1.92 + 0.768 + \cdots) \). Sum the series inside. \( a_1 = 4.8 \), \( r = 0.4 \). \( S = \dfrac{4.8}{1 - 0.4} = \dfrac{4.8}{0.6} = 8 \). Combine. Total \( = 12 + 2(8) = 28 \) feet. The factor of 2 is where this problem is usually lost. Every rebound height is traveled twice, once up and once down, while the initial drop is traveled once. Check the size. The ball falls 12, rises 4.8, falls 4.8, rises 1.92, and so on. Partial totals: 12, 16.8, 21.6, 23.52, 25.44, 26.2. Climbing toward 28 ✓ 28 feet

  9. Explain why an infinite sum of positive numbers can be finite.
    Show the full solution

    Because the terms shrink fast enough that the running total is bounded above, and a bounded increasing total has a limit. The mechanism with a specific series. In \( 8 + 4 + 2 + 1 + \cdots \), each partial sum is exactly halfway from the previous one to 16. So the total gets closer to 16 at every step and never passes it. Why "infinitely many" does not force "infinitely large". How many terms there are is not what decides the total. What decides it is how fast they shrink. Adding infinitely many copies of 0.001 gives an unbounded total; adding infinitely many halvings does not. The condition made precise. For a geometric series, shrinking fast enough means \( |r| \lt 1 \). The remaining amount after \( n \) terms is \( a_1r^n \) divided by \( 1 - r \), and that goes to zero. A counterexample worth knowing about. Shrinking terms alone is not enough. The series \( 1 + \frac{1}{2} + \frac{1}{3} + \frac{1}{4} + \cdots \) has terms going to zero and yet grows without bound. It just does so extremely slowly, needing more than \( 10^{43} \) terms to pass 100. Geometric shrinkage is fast enough; that one is not. Calculus proves which is which. The terms shrink fast enough that the running total stays below a fixed bound

  10. A drug with a 6-hour half-life is taken as a 200 mg dose every 6 hours. Find the long-run maximum and minimum amounts in the body, using an infinite series.
    Show the full solution

    Set up what remains from each past dose. With a 6-hour half-life and 6-hour intervals, each dose has exactly half left when the next arrives. Find the maximum, just after a dose. In the long run the body holds the new 200 mg, plus half of the previous dose, plus a quarter of the one before, and so on: \[ 200 + 100 + 50 + 25 + \cdots \] This is geometric with \( a_1 = 200 \) and \( r = 0.5 \), and \( |r| \lt 1 \), so it converges. \( S = \dfrac{200}{1 - 0.5} = \dfrac{200}{0.5} = 400 \) mg. Find the minimum, just before the next dose. Six hours later everything has halved: \( \dfrac{400}{2} = 200 \) mg. Check the steady state directly. If the peak is \( P \), then six hours later the body holds \( \dfrac{P}{2} \), and adding the next dose gives \( \dfrac{P}{2} + 200 \). For a steady state this must equal \( P \): \( \dfrac{P}{2} + 200 = P \), so \( \dfrac{P}{2} = 200 \) and \( P = 400 \) ✓ Two independent routes agreeing is the check worth having, since the series argument and the steady-state equation use entirely different reasoning. Trace the approach. Dose 1: peak 200, trough 100. Dose 2: peak 300, trough 150. Dose 3: peak 350, trough 175. Dose 4: peak 375, trough 187.5. Dose 5: peak 387.5. Climbing toward 400, halving the remaining gap each time ✓ What this means clinically. The body holds twice as much at steady state as a single dose provides, and reaching that level takes four or five doses, about a day here. That delay is why some medications begin with a larger loading dose: to reach the working level immediately instead of after a day. The fluctuation. The amount swings between 400 and 200 mg, a factor of two. Shorter intervals relative to the half-life would give a higher average and a smaller swing, which is the trade-off behind a dosing schedule. Maximum 400 mg, minimum 200 mg

Lesson 8.7 · Unit 8 · A-APR.5

Expanding a binomial power without multiplying it out

Expanding \( (a + b)^7 \) by repeated multiplication is possible and miserable. The binomial theorem gives every coefficient directly, and it also gives any single term without producing the rest.

The method
  1. Pascal's triangle begins with 1, and each entry is the sum of the two above it.
  2. Row \( n \) gives the coefficients of \( (a + b)^n \), counting the top row as row 0.
  3. The binomial coefficient: \( \dbinom{n}{k} = \dfrac{n!}{k!(n-k)!} \), the entry in row \( n \), position \( k \), counting from 0.
  4. The theorem: \( (a + b)^n = \displaystyle\sum_{k=0}^{n} \binom{n}{k} a^{n-k} b^k \).
  5. The exponent on \( a \) falls from \( n \) to 0 while the one on \( b \) rises, and they always total \( n \).
  6. The general term is \( \dbinom{n}{k} a^{n-k} b^k \), where \( k + 1 \) is the term's position.
  7. To find one term, solve for \( k \) from the exponent required.
  8. When a term is itself a product, raise the whole thing, including coefficients, to the power.

Where students lose marks: forgetting to raise the coefficient. In \( (2x + 3)^5 \), the term with \( x^3 \) uses \( (2x)^3 = 8x^3 \), not \( 2x^3 \). Writing each piece in parentheses before applying the exponent prevents it.

Worked example

The problem. (a) Write the first six rows of Pascal's triangle. (b) Expand \( (x + 2)^4 \). (c) Find the \( x^3 \) term of \( (2x + 3)^7 \) without expanding. (d) Explain why the coefficients are what they are.

Step one: build the triangle for (a). Start with 1, and make each new entry the sum of the two above.

Row 01
Row 11  1
Row 21  2  1
Row 31  3  3  1
Row 41  4  6  4  1
Row 51  5  10  10  5  1

Step two: set up (b). The power is 4, so use row 4: 1, 4, 6, 4, 1. The terms run \( x^4, x^3, x^2, x^1, x^0 \) with \( 2^0, 2^1, 2^2, 2^3, 2^4 \).

Step three: write out (b). \( 1 \cdot x^4 + 4 \cdot x^3 \cdot 2 + 6 \cdot x^2 \cdot 4 + 4 \cdot x \cdot 8 + 1 \cdot 16 \) \( = x^4 + 8x^3 + 24x^2 + 32x + 16 \). Check at \( x = 1 \). The original gives \( (1 + 2)^4 = 81 \). The expansion gives \( 1 + 8 + 24 + 32 + 16 = 81 \) ✓ Substituting 1 checks every coefficient at once and is worth doing every time.

Step four: set up (c). The general term of \( (2x + 3)^7 \) is \( \dbinom{7}{k}(2x)^{7-k}(3)^k \). The power of \( x \) is \( 7 - k \), and we need \( x^3 \), so \( 7 - k = 3 \) and \( k = 4 \).

Step five: compute the binomial coefficient. \( \dbinom{7}{4} = \dfrac{7!}{4!\,3!} = \dfrac{5040}{24 \times 6} = \dfrac{5040}{144} = 35 \). Confirm from the triangle: row 7 is 1, 7, 21, 35, 35, 21, 7, 1, and position 4 counting from 0 is 35 ✓

Step six: assemble (c). \( (2x)^3 = 8x^3 \) and \( 3^4 = 81 \). Term \( = 35 \times 8x^3 \times 81 = 35 \times 648 \, x^3 = 22{,}680x^3 \). Note that the coefficient 2 was cubed, which is the error the warning names. Using \( 2x^3 \) would give 5,670, four times too small.

Step seven: begin (d). Expanding \( (a + b)^n \) means multiplying \( n \) copies of \( (a + b) \), choosing either \( a \) or \( b \) from each factor and adding every possible result. A term \( a^{n-k}b^k \) arises once for every way of choosing which \( k \) of the \( n \) factors contribute the \( b \).

Step eight: finish (d). The number of ways to choose \( k \) items from \( n \) is exactly \( \dbinom{n}{k} \). So the coefficient counts choices. Check with a small case. \( (a+b)^3 \) expanded by hand gives \( a^3 + 3a^2b + 3ab^2 + b^3 \). The coefficient 3 on \( a^2b \) counts the three ways to pick which single factor supplies the \( b \): the first, the second or the third. Why the triangle's addition rule works. Choosing \( k \) items from \( n \) either includes the last item, leaving \( k - 1 \) to choose from \( n - 1 \), or excludes it, leaving \( k \) to choose from \( n - 1 \). Those cases do not overlap and cover everything, so \( \dbinom{n}{k} = \dbinom{n-1}{k-1} + \dbinom{n-1}{k} \), which is precisely "add the two above". Where else this appears. The same coefficients count outcomes in probability: the chance of exactly \( k \) heads in \( n \) coin flips uses \( \dbinom{n}{k} \), for the identical reason. Unit 11 uses that connection.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Write row 4 of Pascal's triangle.
    Show the full solution

    1, 4, 6, 4, 1

  2. Evaluate \( \dbinom{5}{2} \).
    Show the full solution

    \( \dfrac{120}{2 \times 6} \). 10

  3. Expand \( (x + 1)^3 \).
    Show the full solution

    Row 3 is 1, 3, 3, 1. \( x^3 + 3x^2 + 3x + 1 \)

  4. How many terms does \( (a + b)^6 \) have?
    Show the full solution

    Row 6 has 7 entries. 7

  5. Evaluate \( \dbinom{6}{0} \).
    Show the full solution

    1

  6. Expand \( (x - 3)^4 \).
    Show the full solution

    Treat it as \( (x + (-3))^4 \) with row 4: 1, 4, 6, 4, 1. \( x^4 + 4x^3(-3) + 6x^2(9) + 4x(-27) + 81 \) \( = x^4 - 12x^3 + 54x^2 - 108x + 81 \). The signs alternate because odd powers of \( -3 \) are negative. Check at \( x = 1 \): original gives \( (-2)^4 = 16 \); expansion gives \( 1 - 12 + 54 - 108 + 81 = 16 \) ✓ \( x^4 - 12x^3 + 54x^2 - 108x + 81 \)

  7. Find the \( x^2 \) term of \( (x + 5)^6 \).
    Show the full solution

    General term: \( \dbinom{6}{k} x^{6-k} 5^k \). For \( x^2 \): \( 6 - k = 2 \), so \( k = 4 \). \( \dbinom{6}{4} = \dfrac{720}{24 \times 2} = 15 \). \( 5^4 = 625 \). Term \( = 15(625)x^2 = 9375x^2 \). \( 9375x^2 \)

  8. Find the constant term of \( (3x + 2)^5 \).
    Show the full solution

    The constant term has \( x^0 \), so \( 5 - k = 0 \) and \( k = 5 \). \( \dbinom{5}{5} = 1 \), \( (3x)^0 = 1 \), \( 2^5 = 32 \). Term \( = 32 \). Check directly. Setting \( x = 0 \) in the original gives \( (0 + 2)^5 = 32 \) ✓ Substituting zero is the fastest check for a constant term, since every other term vanishes. 32

  9. Explain why the binomial coefficients count combinations.
    Show the full solution

    Because expanding the product requires choosing one term from each factor, and collecting like terms counts how many choices produce the same result. The setup. \( (a+b)^n \) is \( n \) factors, each offering \( a \) or \( b \). Multiplying out before simplifying produces \( 2^n \) products, one for each pattern of choices. Which products are alike. A product equals \( a^{n-k}b^k \) exactly when \( b \) was chosen from \( k \) of the factors. Which \( k \) does not affect the product, only how many. So the coefficient is a count. It is the number of ways to select \( k \) factors out of \( n \), which is \( \dbinom{n}{k} \) by definition. Verify on \( (a+b)^3 \). There are \( 2^3 = 8 \) products: aaa, aab, aba, baa, abb, bab, bba, bbb. Grouping: one \( a^3 \), three \( a^2b \), three \( ab^2 \), one \( b^3 \). Coefficients 1, 3, 3, 1, matching row 3 ✓ Why the rows are symmetric. Choosing which \( k \) factors give \( b \) is the same as choosing which \( n - k \) give \( a \), so \( \dbinom{n}{k} = \dbinom{n}{n-k} \). The symmetry of Pascal's triangle is that fact. Why row \( n \) sums to \( 2^n \). Every one of the \( 2^n \) products lands in exactly one group, so the group sizes must total \( 2^n \). Row 3 sums to 8 ✓ Substituting \( a = b = 1 \) proves it in one line. Each coefficient counts the ways of choosing which factors contribute the \( b \)

  10. Find the term containing \( x^4 \) in \( \left( x^2 + \dfrac{1}{x} \right)^8 \).
    Show the full solution

    Write the general term. \[ \binom{8}{k}\left( x^2 \right)^{8-k}\left( \frac{1}{x} \right)^{k} \] Find the power of \( x \). \( \left( x^2 \right)^{8-k} = x^{16 - 2k} \) and \( \left( \dfrac{1}{x} \right)^k = x^{-k} \). Combining: \( x^{16 - 2k - k} = x^{16 - 3k} \). Set the exponent to 4 and solve. \( 16 - 3k = 4 \), so \( 3k = 12 \) and \( k = 4 \). An integer in range, so the term exists. Had \( k \) come out fractional or outside 0 to 8, there would be no such term, and that is a real possibility worth checking rather than assuming. Compute the coefficient. \( \dbinom{8}{4} = \dfrac{8!}{4!\,4!} = \dfrac{40320}{24 \times 24} = \dfrac{40320}{576} = 70 \). Assemble the term. \( 70 \left( x^2 \right)^4 \left( \dfrac{1}{x} \right)^4 = 70 \cdot x^8 \cdot x^{-4} = 70x^4 \). Verify the exponent arithmetic. With \( k = 4 \): \( 16 - 3(4) = 4 \) ✓ Note what makes this harder than the earlier problems. Both parts of the binomial contain \( x \), so the exponent of \( x \) in a term depends on \( k \) through both pieces. Tracking it as a single linear expression in \( k \) is what keeps it manageable. A related question the same setup answers. Is there a constant term? Set \( 16 - 3k = 0 \), giving \( k = \dfrac{16}{3} \), not an integer. So no constant term exists in this expansion. The method answers existence questions as easily as value questions. \( 70x^4 \)

Unit 8 mixed review · 10 problems · all topics

Unit 8: Sequences and Series

The first decision in every one of these is whether the pattern adds or multiplies. Everything else follows from that, including which sum formula applies.

  1. Give the common difference of 5, 9, 13, 17.
    Show the full solution

    4

  2. Give the common ratio of 3, 12, 48.
    Show the full solution

    4

  3. For \( a_1 = 2 \) and \( d = 5 \), find \( a_{10} \).
    Show the full solution

    \( 2 + 9(5) \). 47

  4. Find \( 1 + 2 + \cdots + 20 \).
    Show the full solution

    \( \dfrac{20}{2}(1 + 20) \). 210

  5. Write row 3 of Pascal's triangle.
    Show the full solution

    1, 3, 3, 1

  6. Find \( a_8 \) for the sequence 5, 10, 20, 40.
    Show the full solution

    Geometric with \( r = 2 \). \( a_8 = 5 \cdot 2^7 = 5(128) = 640 \). 640

  7. Find the sum of the first 12 terms of 3, 7, 11, 15.
    Show the full solution

    Arithmetic with \( a_1 = 3 \), \( d = 4 \). \( a_{12} = 3 + 11(4) = 47 \). \( S_{12} = \dfrac{12}{2}(3 + 47) = 6(50) = 300 \). Check: the average term is 25, and 12 terms give 300 ✓ 300

  8. Find the sum of the infinite series \( 20 + 5 + 1.25 + \cdots \).
    Show the full solution

    \( r = \dfrac{5}{20} = \dfrac{1}{4} \), and \( |r| \lt 1 \), so it converges. \( S = \dfrac{20}{1 - \frac{1}{4}} = \dfrac{20}{\frac{3}{4}} = \dfrac{80}{3} \approx 26.67 \). Check with partial sums: 20, 25, 26.25, 26.5625. Closing in on 26.67 ✓ \( \frac{80}{3} \approx 26.67 \)

  9. Convert \( 0.\overline{45} \) to a fraction.
    Show the full solution

    The repeating block has two digits, so \( a_1 = 0.45 \) and \( r = 0.01 \). \( S = \dfrac{0.45}{0.99} = \dfrac{45}{99} = \dfrac{5}{11} \). Check: \( 5 \div 11 = 0.454545\ldots \) ✓ \( \frac{5}{11} \)

  10. Find the term containing \( x^3 \) in \( (x + 3)^6 \), and check the whole expansion's coefficients another way.
    Show the full solution

    Write the general term. \( \dbinom{6}{k} x^{6-k} 3^k \). Solve for \( k \). The power of \( x \) is \( 6 - k \), and we need 3, so \( k = 3 \). Compute the binomial coefficient. \( \dbinom{6}{3} = \dfrac{720}{6 \times 6} = 20 \). Confirm from row 6 of Pascal's triangle: 1, 6, 15, 20, 15, 6, 1. Position 3 counting from 0 is 20 ✓ Assemble. \( 3^3 = 27 \), so the term is \( 20(27)x^3 = 540x^3 \). Check the whole expansion with a substitution. Setting \( x = 1 \) should give \( (1 + 3)^6 = 4096 \). The full expansion is \( x^6 + 18x^5 + 135x^4 + 540x^3 + 1215x^2 + 1458x + 729 \). Sum: \( 1 + 18 + 135 + 540 + 1215 + 1458 + 729 \). \( 1 + 18 = 19 \); \( +135 = 154 \); \( +540 = 694 \); \( +1215 = 1909 \); \( +1458 = 3367 \); \( +729 = 4096 \) ✓ Why substituting 1 is a good check. It tests every coefficient at once against a value computable directly from the original. An arithmetic slip anywhere in the expansion shows up as a mismatch. 540\( x^3 \)

Lesson 9.1 · Unit 9 · F-TF.1

A second unit for angles, and the reason it exists

Geometry measured angles in degrees, a unit inherited from Babylonian astronomy with no mathematical justification. Radians measure an angle by the arc it cuts, which makes several formulas simpler and is the unit every later course uses.

The method
  1. An angle is in standard position when its vertex is at the origin and its initial side lies along the positive \( x \)-axis.
  2. Counterclockwise is positive; clockwise is negative.
  3. Coterminal angles share a terminal side and differ by a whole number of full turns.
  4. One radian is the angle whose arc equals the radius: \( \theta = \dfrac{s}{r} \).
  5. A full circle is \( 2\pi \) radians, so \( 180^\circ = \pi \) radians.
  6. Degrees to radians: multiply by \( \dfrac{\pi}{180} \). Radians to degrees: multiply by \( \dfrac{180}{\pi} \).
  7. Arc length: \( s = r\theta \), with \( \theta \) in radians.
  8. Sector area: \( A = \dfrac{1}{2}r^2\theta \), also requiring radians.

Where students lose marks: using \( s = r\theta \) with \( \theta \) in degrees. A circle of radius 10 and a \( 90^\circ \) angle has arc length \( 10 \cdot \dfrac{\pi}{2} \approx 15.7 \), not \( 10(90) = 900 \). The formula is stated for radians and is false otherwise.

Worked example

The problem. (a) Convert \( 150^\circ \) to radians and \( \dfrac{3\pi}{4} \) to degrees. (b) Find one positive and one negative angle coterminal with \( 400^\circ \). (c) A circle has radius 8 cm and a central angle of \( \dfrac{\pi}{3} \). Find the arc length and the sector area. (d) Explain why the arc length formula is so simple in radians.

Step one: convert degrees to radians in (a). \( 150 \times \dfrac{\pi}{180} = \dfrac{150\pi}{180} = \dfrac{5\pi}{6} \). Sanity check: \( 150^\circ \) is slightly less than \( 180^\circ = \pi \), and \( \dfrac{5\pi}{6} \) is slightly less than \( \pi \) ✓

Step two: convert radians to degrees in (a). \( \dfrac{3\pi}{4} \times \dfrac{180}{\pi} = \dfrac{3(180)}{4} = 135^\circ \). Sanity check: \( \dfrac{3\pi}{4} \) is three quarters of the way to \( \pi \), and \( 135 \) is three quarters of the way to 180 ✓ The two conversions are inverses, so applying both returns the original.

Step three: find coterminal angles for (b). Adding or subtracting \( 360^\circ \) does not move the terminal side. Positive: \( 400 - 360 = 40^\circ \). Negative: \( 40 - 360 = -320^\circ \). Every coterminal angle has the form \( 40 + 360n \) for integer \( n \), and \( 40^\circ \) is the one in the standard range \( 0^\circ \) to \( 360^\circ \).

Step four: find the arc length in (c). \( s = r\theta = 8 \cdot \dfrac{\pi}{3} = \dfrac{8\pi}{3} \approx 8.38 \) cm. Sanity check: \( \dfrac{\pi}{3} \) is one sixth of a full turn, and the full circumference is \( 2\pi(8) \approx 50.27 \). One sixth of that is 8.38 ✓

Step five: find the sector area in (c). \( A = \dfrac{1}{2}r^2\theta = \dfrac{1}{2}(64)\left( \dfrac{\pi}{3} \right) = \dfrac{32\pi}{3} \approx 33.51 \) cm². Sanity check: the full circle's area is \( \pi(64) \approx 201.06 \), and one sixth is 33.51 ✓

Step six: begin (d). The definition of a radian is \( \theta = \dfrac{s}{r} \), so multiplying both sides by \( r \) gives \( s = r\theta \) immediately. The formula is not a discovery; it is the definition rearranged.

Step seven: compare with degrees. In degrees, the arc is the fraction \( \dfrac{\theta}{360} \) of the circumference: \( s = \dfrac{\theta}{360} \cdot 2\pi r = \dfrac{\pi r\theta}{180} \). That carries a conversion factor \( \dfrac{\pi}{180} \) that radians simply do not need. The same happens to the sector area. In radians it is \( \dfrac{1}{2}r^2\theta \); in degrees it is \( \dfrac{\pi r^2 \theta}{360} \).

Step eight: state the larger reason. Radians are dimensionless, being a length divided by a length. That is why they combine cleanly with other quantities and why \( s = r\theta \) has no stray constant. The payoff comes later. In calculus the derivative of \( \sin x \) is \( \cos x \) only when \( x \) is in radians; in degrees it picks up a factor of \( \dfrac{\pi}{180} \), and every formula in the subject would carry it. The practical rule for this course. Work in radians unless a problem states degrees, and check which mode a calculator is in before every trigonometric computation. A calculator in the wrong mode produces answers that are not merely inaccurate but unrelated.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Convert \( 90^\circ \) to radians.
    Show the full solution

    \( \frac{\pi}{2} \)

  2. Convert \( \pi \) radians to degrees.
    Show the full solution

    \( 180^\circ \)

  3. Find a positive angle coterminal with \( -50^\circ \).
    Show the full solution

    \( -50 + 360 \). \( 310^\circ \)

  4. Find the arc length for \( r = 5 \), \( \theta = 2 \) radians.
    Show the full solution

    \( s = 5(2) \). 10

  5. How many radians are in a full circle?
    Show the full solution

    \( 2\pi \)

  6. Convert \( 225^\circ \) to radians and \( \dfrac{7\pi}{6} \) to degrees.
    Show the full solution

    \( 225 \times \dfrac{\pi}{180} = \dfrac{225\pi}{180} = \dfrac{5\pi}{4} \). \( \dfrac{7\pi}{6} \times \dfrac{180}{\pi} = \dfrac{7(180)}{6} = 210^\circ \). Both land in the third quadrant, between \( 180^\circ \) and \( 270^\circ \), consistent with each other's position ✓ \( \frac{5\pi}{4} \) and \( 210^\circ \)

  7. Find the sector area for \( r = 6 \), \( \theta = \dfrac{\pi}{4} \).
    Show the full solution

    \( A = \dfrac{1}{2}(36)\left( \dfrac{\pi}{4} \right) = \dfrac{36\pi}{8} = \dfrac{9\pi}{2} \approx 14.14 \). Check: the full circle has area \( 36\pi \approx 113.10 \), and \( \dfrac{\pi}{4} \) is one eighth of a turn. One eighth of 113.10 is 14.14 ✓ \( \frac{9\pi}{2} \approx 14.14 \)

  8. A pendulum 30 inches long swings through an angle of \( 40^\circ \). Find the distance the bob travels.
    Show the full solution

    Convert to radians first, since the arc formula requires it. \( 40 \times \dfrac{\pi}{180} = \dfrac{2\pi}{9} \approx 0.6981 \) radians. \( s = r\theta = 30(0.6981) \approx 20.94 \) inches. Check a different way: \( 40^\circ \) is \( \dfrac{1}{9} \) of a full turn, and the full circle of radius 30 has circumference \( 60\pi \approx 188.50 \). One ninth is 20.94 ✓ Using \( 40 \) directly in \( s = r\theta \) would give 1200 inches, a hundred feet, which the physical setup rejects at a glance. About 20.9 inches

  9. Explain why radian measure has no units.
    Show the full solution

    Because it is defined as one length divided by another, and the units cancel. The definition. \( \theta = \dfrac{s}{r} \), where \( s \) is an arc length and \( r \) a radius. Both are lengths, so the quotient is a pure number. Check with a concrete case. An arc of 6 cm on a circle of radius 3 cm gives \( \theta = \dfrac{6 \text{ cm}}{3 \text{ cm}} = 2 \). The centimeters cancel, leaving 2, and the answer is the same in inches or meters. Why "radians" is still written. As a reminder of which convention is in use, not as a genuine unit. Degrees, by contrast, genuinely are a unit: a degree is \( \dfrac{1}{360} \) of a turn, a choice with no mathematical content. What being dimensionless buys. A radian measure can be multiplied by a length to give a length, as in \( s = r\theta \), without any conversion factor. A degree measure cannot, which is why the degree version of that formula carries \( \dfrac{\pi}{180} \). Where it matters most. In any formula mixing angles with other physical quantities, such as angular velocity in radians per second, the dimensionless angle lets the units work out correctly on their own. It is an arc length divided by a radius, so the length units cancel

  10. A circular pizza of radius 9 inches is cut into 8 equal slices. Find one slice's arc length, area, and the angle in both units, then find what radius would give a slice of exactly 20 square inches at the same angle.
    Show the full solution

    Find the angle. Eight equal slices means each is \( \dfrac{1}{8} \) of a full turn. In degrees: \( \dfrac{360}{8} = 45^\circ \). In radians: \( \dfrac{2\pi}{8} = \dfrac{\pi}{4} \approx 0.7854 \). Find the arc length. \( s = r\theta = 9 \left( \dfrac{\pi}{4} \right) = \dfrac{9\pi}{4} \approx 7.07 \) inches of crust. Check: the full circumference is \( 18\pi \approx 56.55 \), and one eighth is 7.07 ✓ Find the area. \( A = \dfrac{1}{2}r^2\theta = \dfrac{1}{2}(81)\left( \dfrac{\pi}{4} \right) = \dfrac{81\pi}{8} \approx 31.81 \) square inches. Check: the full area is \( 81\pi \approx 254.47 \), and one eighth is 31.81 ✓ Now solve for the radius giving 20 square inches. \( \dfrac{1}{2}r^2\left( \dfrac{\pi}{4} \right) = 20 \). \( \dfrac{\pi r^2}{8} = 20 \), so \( r^2 = \dfrac{160}{\pi} \approx 50.93 \). \( r \approx 7.14 \) inches. Check. \( \dfrac{1}{2}(50.93)\left( \dfrac{\pi}{4} \right) = \dfrac{50.93\pi}{8} \approx 20.00 \) ✓ Note the relationship between the two radii. The ratio of areas is \( \dfrac{20}{31.81} = 0.6287 \), and the ratio of radii is \( \dfrac{7.14}{9} = 0.7935 \). Squaring 0.7935 gives 0.6296, matching to rounding. Area scales as the square of the radius, which is the same relationship Geometry established for similar figures. The practical reading. To cut the slice area by about a third, the pizza's radius shrinks by only about a fifth. Diameter is a poor guide to how much pizza is being bought, and doubling the diameter quadruples the food. Arc \( \frac{9\pi}{4} \approx 7.07 \) in, area \( \frac{81\pi}{8} \approx 31.81 \) in², angle \( 45^\circ = \frac{\pi}{4} \); a radius of about 7.14 in gives 20 in²

Lesson 9.2 · Unit 9 · F-TF.2

Sine and cosine as coordinates

Geometry defined sine and cosine as ratios in a right triangle, which restricted them to acute angles. Defining them instead as coordinates on a circle of radius 1 extends them to every angle, and agrees with the old definition wherever both apply.

The method
  1. The unit circle is \( x^2 + y^2 = 1 \) centered at the origin.
  2. For an angle \( \theta \) in standard position, the terminal side meets the circle at one point.
  3. \( \cos\theta \) is that point's \( x \)-coordinate and \( \sin\theta \) is its \( y \)-coordinate.
  4. So the point is \( (\cos\theta, \sin\theta) \).
  5. \( \cos^2\theta + \sin^2\theta = 1 \) follows immediately from the circle's equation.
  6. Both outputs lie between \( -1 \) and 1, since the circle has radius 1.
  7. The quadrantal angles are read off directly: \( (1, 0) \), \( (0, 1) \), \( (-1, 0) \), \( (0, -1) \).
  8. The exact values at multiples of \( 30^\circ \) and \( 45^\circ \) come from the two special triangles of Geometry.

Where students lose marks: swapping the coordinates. Cosine is \( x \) and sine is \( y \). One way to keep it: alphabetically, cosine comes before sine and \( x \) before \( y \). Getting it backward makes every quadrant sign wrong as well.

Worked example

The problem. (a) Derive the coordinates at \( 45^\circ \). (b) Derive them at \( 30^\circ \) and \( 60^\circ \). (c) Give \( \sin \) and \( \cos \) at the four quadrantal angles. (d) Explain why this definition agrees with the right triangle one.

Step one: set up (a). At \( 45^\circ \) the terminal side is the line \( y = x \), so the point has equal coordinates. Call them both \( t \).

Step two: use the circle's equation. \( t^2 + t^2 = 1 \), so \( 2t^2 = 1 \) and \( t^2 = \dfrac{1}{2} \). \( t = \dfrac{1}{\sqrt{2}} = \dfrac{\sqrt{2}}{2} \), taking the positive root since the point is in the first quadrant. So \( \cos 45^\circ = \sin 45^\circ = \dfrac{\sqrt{2}}{2} \approx 0.7071 \). Rationalizing the denominator is why the standard form is \( \dfrac{\sqrt{2}}{2} \) rather than \( \dfrac{1}{\sqrt{2}} \); the two are equal.

Step three: set up (b) with an equilateral triangle. Take an equilateral triangle of side 1 with one vertex at the origin and one side along the positive \( x \)-axis. Its third vertex sits at the \( 60^\circ \) position on the unit circle. Dropping a perpendicular from that vertex bisects the base, so the foot is at \( x = \dfrac{1}{2} \).

Step four: find the height and read off the values. By the Pythagorean theorem, \( \left( \dfrac{1}{2} \right)^2 + y^2 = 1 \), so \( y^2 = \dfrac{3}{4} \) and \( y = \dfrac{\sqrt{3}}{2} \). \( \cos 60^\circ = \dfrac{1}{2} \), \( \sin 60^\circ = \dfrac{\sqrt{3}}{2} \approx 0.8660 \). At \( 30^\circ \) the roles swap, since \( 30^\circ \) and \( 60^\circ \) are reflections of one another in the line \( y = x \): \( \cos 30^\circ = \dfrac{\sqrt{3}}{2} \), \( \sin 30^\circ = \dfrac{1}{2} \). Check both on the circle: \( \dfrac{3}{4} + \dfrac{1}{4} = 1 \) ✓

Step five: answer (c). Read the coordinates where the axes meet the circle.

\( 0 \)\( (1, 0) \)\( \cos = 1 \), \( \sin = 0 \)
\( \dfrac{\pi}{2} \)\( (0, 1) \)\( \cos = 0 \), \( \sin = 1 \)
\( \pi \)\( (-1, 0) \)\( \cos = -1 \), \( \sin = 0 \)
\( \dfrac{3\pi}{2} \)\( (0, -1) \)\( \cos = 0 \), \( \sin = -1 \)

Step six: begin (d). Take an acute angle \( \theta \) in standard position, and drop a perpendicular from the point on the unit circle to the \( x \)-axis. This makes a right triangle with hypotenuse 1, horizontal leg \( x \) and vertical leg \( y \).

Step seven: apply the right triangle definitions. Geometry defined \( \sin\theta = \dfrac{\text{opposite}}{\text{hypotenuse}} \), which here is \( \dfrac{y}{1} = y \). And \( \cos\theta = \dfrac{\text{adjacent}}{\text{hypotenuse}} \), which is \( \dfrac{x}{1} = x \). The two definitions give identical values. Choosing radius 1 is what makes the hypotenuse disappear from the ratios.

Step eight: state what has been gained. The triangle definition needs an acute angle, since a right triangle has no angle of \( 120^\circ \) or \( 250^\circ \) to work with. The circle definition needs only a terminal side, which every angle has, including obtuse ones, negative ones and angles past a full turn. So the new definition extends the old rather than replacing it. Everything proved in Geometry remains true, and the domain has grown from acute angles to all real numbers. Why that extension is needed. Nothing in a triangle repeats, but tides, daylight and alternating current do. Lesson 9.7 models them with functions that must accept every real input, which the triangle definition could never supply.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find \( \cos 0 \).
    Show the full solution

    1

  2. Find \( \sin \dfrac{\pi}{2} \).
    Show the full solution

    1

  3. Find \( \cos \dfrac{\pi}{3} \).
    Show the full solution

    \( \dfrac{\pi}{3} = 60^\circ \). \( \frac{1}{2} \)

  4. Find \( \sin \dfrac{\pi}{4} \).
    Show the full solution

    \( \frac{\sqrt{2}}{2} \)

  5. What is the largest value \( \sin\theta \) can take?
    Show the full solution

    1

  6. Find the coordinates on the unit circle at \( \dfrac{5\pi}{6} \).
    Show the full solution

    \( \dfrac{5\pi}{6} = 150^\circ \), in the second quadrant with reference angle \( 30^\circ \). At \( 30^\circ \) the coordinates are \( \left( \dfrac{\sqrt{3}}{2}, \dfrac{1}{2} \right) \). In the second quadrant \( x \) is negative and \( y \) is positive: \( \left( -\dfrac{\sqrt{3}}{2}, \dfrac{1}{2} \right) \). Check on the circle: \( \dfrac{3}{4} + \dfrac{1}{4} = 1 \) ✓ \( \left( -\frac{\sqrt{3}}{2}, \frac{1}{2} \right) \)

  7. Given \( \sin\theta = \dfrac{3}{5} \) with \( \theta \) in the first quadrant, find \( \cos\theta \).
    Show the full solution

    Use \( \cos^2\theta + \sin^2\theta = 1 \): \( \cos^2\theta = 1 - \dfrac{9}{25} = \dfrac{16}{25} \). \( \cos\theta = \pm\dfrac{4}{5} \), and the first quadrant has positive \( x \), so \( \cos\theta = \dfrac{4}{5} \). The quadrant is what selects the sign, and without it both answers would be possible. Check: \( \dfrac{16}{25} + \dfrac{9}{25} = 1 \) ✓ \( \frac{4}{5} \)

  8. Find \( \sin \dfrac{7\pi}{4} \) and \( \cos \dfrac{7\pi}{4} \).
    Show the full solution

    \( \dfrac{7\pi}{4} = 315^\circ \), in the fourth quadrant with reference angle \( 45^\circ \). At \( 45^\circ \) both coordinates are \( \dfrac{\sqrt{2}}{2} \). In the fourth quadrant \( x \) is positive and \( y \) is negative. \( \cos \dfrac{7\pi}{4} = \dfrac{\sqrt{2}}{2} \), \( \sin \dfrac{7\pi}{4} = -\dfrac{\sqrt{2}}{2} \). Check: \( \dfrac{1}{2} + \dfrac{1}{2} = 1 \) ✓ \( \sin = -\frac{\sqrt{2}}{2} \), \( \cos = \frac{\sqrt{2}}{2} \)

  9. Explain why the unit circle definition works for angles a right triangle cannot represent.
    Show the full solution

    Because it asks only where the terminal side lands, and every angle has a terminal side. The triangle's limitation. A right triangle's angles must total \( 180^\circ \) with one of them \( 90^\circ \), so the other two are strictly between \( 0^\circ \) and \( 90^\circ \). There is no triangle containing a \( 150^\circ \) angle as one of its acute angles, and none at all for \( -40^\circ \) or \( 500^\circ \). What the circle needs instead. An angle in standard position rotates the terminal side from the positive \( x \)-axis. Any amount of rotation is allowed, in either direction, past a full turn or several. The terminal side always meets the circle at exactly one point, and that point's coordinates are the definition. What changes and what does not. The values can now be negative, since coordinates can be. They still satisfy \( \cos^2 + \sin^2 = 1 \), since every point is on the circle. And they repeat every full turn, since coterminal angles share a point. Why the agreement on acute angles matters. Everything proved in Geometry stays true, so the extension costs nothing. A definition that disagreed on the overlap would not be an extension at all. What it makes possible. Periodicity. The repetition every \( 2\pi \) is what lets these functions model anything that cycles, and a triangle-bound definition could not produce it. Every angle has a terminal side meeting the circle once, while only acute angles fit inside a right triangle

  10. Find all angles \( \theta \) in \( [0, 2\pi) \) with \( \sin\theta = \dfrac{1}{2} \), and explain why there are exactly that many.
    Show the full solution

    Read the question geometrically. \( \sin\theta \) is the \( y \)-coordinate, so this asks where the unit circle has height \( \dfrac{1}{2} \). Find the intersections. The horizontal line \( y = \dfrac{1}{2} \) cuts the unit circle in two points, one on the right half and one on the left. Find their \( x \)-coordinates. \( x^2 + \dfrac{1}{4} = 1 \), so \( x^2 = \dfrac{3}{4} \) and \( x = \pm\dfrac{\sqrt{3}}{2} \). The points are \( \left( \dfrac{\sqrt{3}}{2}, \dfrac{1}{2} \right) \) and \( \left( -\dfrac{\sqrt{3}}{2}, \dfrac{1}{2} \right) \). Identify the angles. The first is the familiar \( 30^\circ \) point, so \( \theta = \dfrac{\pi}{6} \). The second is its mirror image across the \( y \)-axis, at \( 180^\circ - 30^\circ = 150^\circ \), so \( \theta = \dfrac{5\pi}{6} \). Verify. \( \sin \dfrac{\pi}{6} = \dfrac{1}{2} \) ✓ \( \sin \dfrac{5\pi}{6} = \dfrac{1}{2} \), since the second quadrant keeps \( y \) positive ✓ Why exactly two. A horizontal line at any height strictly between \( -1 \) and 1 cuts a circle in exactly two points. Each point corresponds to one angle in a single revolution, so there are exactly two solutions in \( [0, 2\pi) \). The exceptional heights. At \( y = 1 \) and \( y = -1 \) the line is tangent and meets the circle once, so \( \sin\theta = 1 \) has the single solution \( \dfrac{\pi}{2} \) and \( \sin\theta = -1 \) has only \( \dfrac{3\pi}{2} \). Above 1 or below \( -1 \) there are no solutions at all, which is why \( \sin\theta = 2 \) is impossible. Beyond one revolution. Every coterminal angle also works, so the full solution set is \( \dfrac{\pi}{6} + 2\pi n \) and \( \dfrac{5\pi}{6} + 2\pi n \) for every integer \( n \). Lesson 10.5 makes this general form the standard way to answer. \( \theta = \frac{\pi}{6} \) and \( \frac{5\pi}{6} \); a horizontal line at a height between \( -1 \) and 1 cuts the circle exactly twice

Lesson 9.3 · Unit 9 · F-TF.2

Four more functions, all built from the first two

Tangent and the three reciprocal functions add nothing genuinely new, since each is a combination of sine and cosine. They earn their names by appearing often enough to be worth abbreviating, and each has its own domain restriction.

The method
  1. For a point \( (x, y) \) on the terminal side at distance \( r = \sqrt{x^2 + y^2} \) from the origin:
  2. \( \sin\theta = \dfrac{y}{r} \), \( \cos\theta = \dfrac{x}{r} \), \( \tan\theta = \dfrac{y}{x} \).
  3. \( \csc\theta = \dfrac{r}{y} \), \( \sec\theta = \dfrac{r}{x} \), \( \cot\theta = \dfrac{x}{y} \).
  4. Each reciprocal pairs with the function it inverts: cosecant with sine, secant with cosine, cotangent with tangent.
  5. The pairing is not alphabetical, so secant going with cosine is worth memorizing directly.
  6. \( \tan\theta = \dfrac{\sin\theta}{\cos\theta} \), since the \( r \) cancels.
  7. Any point on the terminal side gives the same values, because the triangles are similar.
  8. A function is undefined where its denominator is zero: tangent and secant at \( x = 0 \), cosecant and cotangent at \( y = 0 \).

Where students lose marks: pairing secant with sine. Secant is the reciprocal of cosine, and cosecant is the reciprocal of sine. A check that settles it: \( \sec 0 = \dfrac{1}{\cos 0} = 1 \), a perfectly ordinary value, while \( \csc 0 = \dfrac{1}{\sin 0} \) is undefined.

Worked example

The problem. (a) The terminal side of \( \theta \) passes through \( (-3, 4) \). Find all six functions. (b) Verify that \( (-6, 8) \) gives the same values. (c) Find all six at \( \theta = \dfrac{\pi}{6} \). (d) Explain where each function is undefined and why.

Step one: find \( r \) for (a). \( r = \sqrt{(-3)^2 + 4^2} = \sqrt{9 + 16} = \sqrt{25} = 5 \). \( r \) is always positive, being a distance, regardless of the signs of \( x \) and \( y \).

Step two: compute the three primary functions. \( \sin\theta = \dfrac{4}{5} \), \( \cos\theta = \dfrac{-3}{5} = -\dfrac{3}{5} \), \( \tan\theta = \dfrac{4}{-3} = -\dfrac{4}{3} \). The point is in the second quadrant, so sine is positive and cosine negative, matching lesson 9.4's sign pattern in advance.

Step three: compute the three reciprocals. \( \csc\theta = \dfrac{5}{4} \), \( \sec\theta = -\dfrac{5}{3} \), \( \cot\theta = -\dfrac{3}{4} \). Check one: \( \sin\theta \cdot \csc\theta = \dfrac{4}{5} \cdot \dfrac{5}{4} = 1 \) ✓

Step four: test the second point for (b). \( r = \sqrt{36 + 64} = \sqrt{100} = 10 \). \( \sin\theta = \dfrac{8}{10} = \dfrac{4}{5} \) ✓ \( \cos\theta = \dfrac{-6}{10} = -\dfrac{3}{5} \) ✓ \( \tan\theta = \dfrac{8}{-6} = -\dfrac{4}{3} \) ✓ All identical.

Step five: explain why (b) had to work. The point \( (-6, 8) \) is \( (-3, 4) \) scaled by 2, so it lies on the same ray from the origin. The two right triangles formed are similar, with a scale factor of 2, and similar triangles have equal corresponding ratios. That is why the definition is well posed. The functions depend on the angle, not on which point of the terminal side is chosen.

Step six: compute (c). At \( \dfrac{\pi}{6} = 30^\circ \), lesson 9.2 gives the unit circle point \( \left( \dfrac{\sqrt{3}}{2}, \dfrac{1}{2} \right) \), so \( r = 1 \). \( \sin = \dfrac{1}{2} \), \( \cos = \dfrac{\sqrt{3}}{2} \). \( \tan = \dfrac{1/2}{\sqrt{3}/2} = \dfrac{1}{\sqrt{3}} = \dfrac{\sqrt{3}}{3} \).

Step seven: the reciprocals for (c). \( \csc = 2 \), \( \sec = \dfrac{2}{\sqrt{3}} = \dfrac{2\sqrt{3}}{3} \), \( \cot = \sqrt{3} \). Check: \( \tan \cdot \cot = \dfrac{\sqrt{3}}{3} \cdot \sqrt{3} = \dfrac{3}{3} = 1 \) ✓

Step eight: answer (d). A quotient is undefined when its denominator is zero, and \( r \) is never zero for an angle in standard position, so only \( x = 0 \) and \( y = 0 \) cause trouble. Sine and cosine are never undefined, since both have \( r \) in the denominator. Tangent and secant are undefined where \( x = 0 \), which is at \( \dfrac{\pi}{2} \) and \( \dfrac{3\pi}{2} \) and every coterminal angle. Those are exactly the angles where the terminal side is vertical. Cosecant and cotangent are undefined where \( y = 0 \), at 0 and \( \pi \) and their coterminal angles, where the terminal side is horizontal. The geometric reading of the tangent failure. \( \tan\theta = \dfrac{y}{x} \) is the slope of the terminal side, and a vertical line has no slope. So tangent's undefined points are not an algebraic accident; they are where the line it measures becomes vertical.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Which function is the reciprocal of cosine?
    Show the full solution

    Secant

  2. Find \( \tan\theta \) if \( \sin\theta = 0.6 \) and \( \cos\theta = 0.8 \).
    Show the full solution

    \( \dfrac{0.6}{0.8} \). 0.75

  3. Find \( r \) for the point \( (3, 4) \).
    Show the full solution

    5

  4. Find \( \csc\theta \) if \( \sin\theta = \dfrac{2}{7} \).
    Show the full solution

    \( \frac{7}{2} \)

  5. Where is \( \tan\theta \) undefined in \( [0, 2\pi) \)?
    Show the full solution

    Where \( \cos\theta = 0 \). \( \frac{\pi}{2} \) and \( \frac{3\pi}{2} \)

  6. The terminal side passes through \( (5, -12) \). Find all six functions.
    Show the full solution

    \( r = \sqrt{25 + 144} = \sqrt{169} = 13 \). \( \sin = -\dfrac{12}{13} \), \( \cos = \dfrac{5}{13} \), \( \tan = -\dfrac{12}{5} \). \( \csc = -\dfrac{13}{12} \), \( \sec = \dfrac{13}{5} \), \( \cot = -\dfrac{5}{12} \). The point is in the fourth quadrant, where cosine is positive and the other two primaries are negative. Consistent ✓ Check: \( \left( \dfrac{5}{13} \right)^2 + \left( -\dfrac{12}{13} \right)^2 = \dfrac{25 + 144}{169} = 1 \) ✓ \( \sin = -\frac{12}{13} \), \( \cos = \frac{5}{13} \), \( \tan = -\frac{12}{5} \), \( \csc = -\frac{13}{12} \), \( \sec = \frac{13}{5} \), \( \cot = -\frac{5}{12} \)

  7. Given \( \cos\theta = -\dfrac{8}{17} \) with \( \theta \) in the third quadrant, find the other five functions.
    Show the full solution

    Use \( \sin^2\theta = 1 - \cos^2\theta = 1 - \dfrac{64}{289} = \dfrac{225}{289} \). \( \sin\theta = \pm\dfrac{15}{17} \), and the third quadrant has negative \( y \), so \( \sin\theta = -\dfrac{15}{17} \). \( \tan\theta = \dfrac{-15/17}{-8/17} = \dfrac{15}{8} \), positive, as the third quadrant requires. \( \csc\theta = -\dfrac{17}{15} \), \( \sec\theta = -\dfrac{17}{8} \), \( \cot\theta = \dfrac{8}{15} \). The quadrant is what chose the sine's sign, and the tangent's sign then followed without a separate decision. \( \sin = -\frac{15}{17} \), \( \tan = \frac{15}{8} \), \( \csc = -\frac{17}{15} \), \( \sec = -\frac{17}{8} \), \( \cot = \frac{8}{15} \)

  8. Find all six functions at \( \theta = \dfrac{3\pi}{4} \).
    Show the full solution

    \( \dfrac{3\pi}{4} = 135^\circ \), second quadrant, reference angle \( 45^\circ \). Unit circle point: \( \left( -\dfrac{\sqrt{2}}{2}, \dfrac{\sqrt{2}}{2} \right) \). \( \sin = \dfrac{\sqrt{2}}{2} \), \( \cos = -\dfrac{\sqrt{2}}{2} \), \( \tan = \dfrac{\sqrt{2}/2}{-\sqrt{2}/2} = -1 \). \( \csc = \dfrac{2}{\sqrt{2}} = \sqrt{2} \), \( \sec = -\sqrt{2} \), \( \cot = -1 \). Tangent is \( -1 \) because the terminal side is the line \( y = -x \), whose slope is \( -1 \). That is the geometric reading from the worked example. \( \sin = \frac{\sqrt{2}}{2} \), \( \cos = -\frac{\sqrt{2}}{2} \), \( \tan = -1 \), \( \csc = \sqrt{2} \), \( \sec = -\sqrt{2} \), \( \cot = -1 \)

  9. Explain why any point on the terminal side gives the same function values.
    Show the full solution

    Because the right triangles formed by different points on the same ray are similar, and similar triangles have equal ratios of corresponding sides. The setup. Take two points \( P \) and \( Q \) on the same terminal side, and drop perpendiculars from each to the \( x \)-axis. Both triangles have a right angle and share the angle \( \theta \) at the origin, so they are similar by angle angle. What similarity gives. Corresponding sides are proportional. If \( Q \) is \( k \) times as far out as \( P \), then its coordinates are \( kx \) and \( ky \), and its distance is \( kr \). The ratios are unchanged. \( \dfrac{ky}{kr} = \dfrac{y}{r} \), so the sine is the same. Every other function is also a ratio of two of these three quantities, so the \( k \) cancels in each. A concrete check. \( (3, 4) \) gives \( \sin = \dfrac{4}{5} \). \( (30, 40) \) has \( r = 50 \) and gives \( \dfrac{40}{50} = \dfrac{4}{5} \) ✓ Why this matters for the definition. A function must give one output per input. If different points gave different values, "the sine of \( \theta \)" would be meaningless. Similarity is what makes the definition legitimate. Why the unit circle is the convenient choice. Taking \( r = 1 \) makes the denominators disappear, so the coordinates are the cosine and sine. Any radius would work; radius 1 is just the least cluttered. Different points give similar triangles, whose corresponding ratios are equal

  10. Given \( \tan\theta = -\dfrac{3}{4} \), find \( \sin\theta \) and \( \cos\theta \) for both possible quadrants, and explain why two answers exist.
    Show the full solution

    Identify the possible quadrants. Tangent is \( \dfrac{y}{x} \), so a negative tangent means \( x \) and \( y \) have opposite signs. That happens in quadrant II, where \( x \lt 0 \) and \( y \gt 0 \), and in quadrant IV, where \( x \gt 0 \) and \( y \lt 0 \). Find \( r \) in each case. In quadrant II, take \( (x, y) = (-4, 3) \): \( r = \sqrt{16 + 9} = 5 \). In quadrant IV, take \( (x, y) = (4, -3) \): \( r = 5 \). Both give \( \tan\theta = -\dfrac{3}{4} \) ✓ Quadrant II answer. \( \sin\theta = \dfrac{3}{5} \), \( \cos\theta = -\dfrac{4}{5} \). Quadrant IV answer. \( \sin\theta = -\dfrac{3}{5} \), \( \cos\theta = \dfrac{4}{5} \). Verify both. Quadrant II: \( \dfrac{9}{25} + \dfrac{16}{25} = 1 \) ✓ and \( \dfrac{3/5}{-4/5} = -\dfrac{3}{4} \) ✓ Quadrant IV: same sum ✓ and \( \dfrac{-3/5}{4/5} = -\dfrac{3}{4} \) ✓ Why two answers exist. Knowing the tangent fixes the slope of the terminal side, and a line through the origin with a given slope extends in two opposite directions. Each direction is a different angle, and the two differ by \( \pi \). What that says about tangent's period. Since opposite directions give the same tangent, \( \tan(\theta + \pi) = \tan\theta \). Tangent repeats every \( \pi \), not every \( 2\pi \) as sine and cosine do. Sine and cosine distinguish the two directions because they depend on the actual coordinates, not just their ratio. What extra information would settle it. Any one of: the quadrant, the sign of sine, or the sign of cosine. Problems that give only the tangent and expect one answer are underdetermined, and noticing that is the point of the exercise. Quadrant II: \( \sin = \frac{3}{5} \), \( \cos = -\frac{4}{5} \). Quadrant IV: \( \sin = -\frac{3}{5} \), \( \cos = \frac{4}{5} \). Tangent fixes a slope, and a line has two directions

Lesson 9.4 · Unit 9 · F-TF.2

Every angle reduces to an acute one plus a sign

The exact values at \( 30^\circ \), \( 45^\circ \) and \( 60^\circ \) are worth knowing. Every other special angle reduces to one of them, with only the sign to determine, and the sign is readable from the coordinates rather than from a mnemonic.

The method
  1. The reference angle is the acute angle between the terminal side and the \( x \)-axis. Always positive, always at most \( 90^\circ \).
  2. Quadrant I: the reference angle is \( \theta \) itself.
  3. Quadrant II: \( 180^\circ - \theta \), or \( \pi - \theta \).
  4. Quadrant III: \( \theta - 180^\circ \), or \( \theta - \pi \).
  5. Quadrant IV: \( 360^\circ - \theta \), or \( 2\pi - \theta \).
  6. Evaluate at the reference angle, then attach the sign the quadrant requires.
  7. The sign comes from the coordinates: sine follows \( y \), cosine follows \( x \), tangent follows their quotient.
  8. Reduce to \( [0^\circ, 360^\circ) \) first if the angle is negative or past a full turn.

Where students lose marks: giving a reference angle that is negative or obtuse. For \( \theta = 210^\circ \), the reference angle is \( 210 - 180 = 30^\circ \), not \( 180 - 210 = -30^\circ \). The quadrant determines which subtraction to use, and the result must always come out between \( 0^\circ \) and \( 90^\circ \).

Worked example

The problem. (a) Find the reference angle for \( 210^\circ \), \( 135^\circ \) and \( 300^\circ \). (b) Evaluate all three primary functions at \( 210^\circ \). (c) Evaluate \( \sin \dfrac{5\pi}{3} \) and \( \cos(-\dfrac{\pi}{4}) \). (d) Explain the sign pattern without a mnemonic.

Step one: handle \( 210^\circ \) in (a). It lies between \( 180^\circ \) and \( 270^\circ \), so quadrant III. Reference angle \( = 210 - 180 = 30^\circ \) ✓ (acute, as required)

Step two: handle the other two in (a). \( 135^\circ \) is between \( 90^\circ \) and \( 180^\circ \), so quadrant II. Reference \( = 180 - 135 = 45^\circ \). \( 300^\circ \) is between \( 270^\circ \) and \( 360^\circ \), so quadrant IV. Reference \( = 360 - 300 = 60^\circ \). All three came out acute, which is the check that the right subtraction was used.

Step three: evaluate at the reference angle for (b). At \( 30^\circ \): \( \sin = \dfrac{1}{2} \), \( \cos = \dfrac{\sqrt{3}}{2} \), \( \tan = \dfrac{\sqrt{3}}{3} \).

Step four: attach the signs for (b). In quadrant III both coordinates are negative, so sine and cosine are negative and tangent, their quotient, is positive. \( \sin 210^\circ = -\dfrac{1}{2} \), \( \cos 210^\circ = -\dfrac{\sqrt{3}}{2} \), \( \tan 210^\circ = \dfrac{\sqrt{3}}{3} \). Check: \( \dfrac{-1/2}{-\sqrt{3}/2} = \dfrac{1}{\sqrt{3}} = \dfrac{\sqrt{3}}{3} \), positive ✓

Step five: evaluate the first part of (c). \( \dfrac{5\pi}{3} = 300^\circ \), quadrant IV, reference angle \( 60^\circ \). At \( 60^\circ \), \( \sin = \dfrac{\sqrt{3}}{2} \). Quadrant IV has \( y \lt 0 \), so \( \sin \dfrac{5\pi}{3} = -\dfrac{\sqrt{3}}{2} \).

Step six: evaluate the second part of (c). \( -\dfrac{\pi}{4} \) is negative, so add \( 2\pi \) to get the coterminal \( \dfrac{7\pi}{4} = 315^\circ \), quadrant IV, reference angle \( 45^\circ \). At \( 45^\circ \), \( \cos = \dfrac{\sqrt{2}}{2} \), and quadrant IV has \( x \gt 0 \), so the value stays positive: \( \cos\left( -\dfrac{\pi}{4} \right) = \dfrac{\sqrt{2}}{2} \). A shortcut worth noticing. \( \cos(-\theta) = \cos\theta \) always, since reflecting across the \( x \)-axis leaves \( x \) unchanged. Similarly \( \sin(-\theta) = -\sin\theta \).

Step seven: begin (d). The standard mnemonic names which functions are positive in each quadrant, but it has to be memorized and is easy to misremember. The coordinates give the same information and can be reconstructed in seconds. \( \sin\theta = \dfrac{y}{r} \) with \( r \gt 0 \), so sine has the sign of \( y \): positive above the \( x \)-axis, in quadrants I and II. \( \cos\theta = \dfrac{x}{r} \), so cosine has the sign of \( x \): positive right of the \( y \)-axis, in quadrants I and IV.

Step eight: finish (d). Tangent is \( \dfrac{y}{x} \), positive when the two agree in sign, which is quadrants I and III. The reciprocals share each parent's sign, since a reciprocal never changes a sign.

Quadrant I\( x \gt 0 \), \( y \gt 0 \)all positive
Quadrant II\( x \lt 0 \), \( y \gt 0 \)sine and cosecant positive
Quadrant III\( x \lt 0 \), \( y \lt 0 \)tangent and cotangent positive
Quadrant IV\( x \gt 0 \), \( y \lt 0 \)cosine and secant positive

The whole table is reconstructed from two facts: which coordinates are positive where, and which coordinate each function uses. Nothing needs to be memorized as an isolated list.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the reference angle for \( 150^\circ \).
    Show the full solution

    \( 180 - 150 \). \( 30^\circ \)

  2. In which quadrants is sine positive?
    Show the full solution

    I and II

  3. Find the reference angle for \( 240^\circ \).
    Show the full solution

    \( 240 - 180 \). \( 60^\circ \)

  4. Is \( \cos 200^\circ \) positive or negative?
    Show the full solution

    Quadrant III has \( x \lt 0 \). Negative

  5. In which quadrants is tangent positive?
    Show the full solution

    I and III

  6. Evaluate \( \cos 225^\circ \) exactly.
    Show the full solution

    Quadrant III, reference angle \( 225 - 180 = 45^\circ \). At \( 45^\circ \), \( \cos = \dfrac{\sqrt{2}}{2} \). Quadrant III has \( x \lt 0 \), so the value is negative. \( -\frac{\sqrt{2}}{2} \)

  7. Evaluate \( \tan \dfrac{4\pi}{3} \) exactly.
    Show the full solution

    \( \dfrac{4\pi}{3} = 240^\circ \), quadrant III, reference angle \( 60^\circ \). At \( 60^\circ \), \( \tan = \sqrt{3} \). Quadrant III has both coordinates negative, so tangent is positive. \( \sqrt{3} \)

  8. Evaluate \( \sin(-120^\circ) \) exactly.
    Show the full solution

    Add \( 360^\circ \): coterminal with \( 240^\circ \), quadrant III, reference angle \( 60^\circ \). At \( 60^\circ \), \( \sin = \dfrac{\sqrt{3}}{2} \). Quadrant III has \( y \lt 0 \), so the value is negative. Faster route. \( \sin(-\theta) = -\sin\theta \), and \( \sin 120^\circ = \dfrac{\sqrt{3}}{2} \), so the answer is \( -\dfrac{\sqrt{3}}{2} \). Both routes agree ✓ \( -\frac{\sqrt{3}}{2} \)

  9. Explain why the sign pattern can be derived rather than memorized.
    Show the full solution

    Because each function is a ratio built from \( x \), \( y \) and \( r \), and only \( x \) and \( y \) change sign. The one fact that does need knowing. Where the coordinates are positive: \( x \) is positive to the right of the \( y \)-axis, \( y \) is positive above the \( x \)-axis. That is ordinary coordinate geometry, not trigonometry. The second fact. \( r \) is a distance, so it is always positive and never affects a sign. Deriving each function's pattern. Sine is \( \dfrac{y}{r} \), so it has the sign of \( y \): positive in I and II. Cosine is \( \dfrac{x}{r} \), so it has the sign of \( x \): positive in I and IV. Tangent is \( \dfrac{y}{x} \), positive when the signs agree: I and III. The reciprocals follow free. A reciprocal has the same sign as what it inverts, so cosecant matches sine, secant matches cosine, cotangent matches tangent. Why this is more reliable than a mnemonic. A mnemonic gives no way to check itself. Someone who misremembers it has no recourse. The coordinate argument can be redone in fifteen seconds and will always come out right, and it also explains the answer rather than just producing it. A place the mnemonic is silent. It names which functions are positive but says nothing about the reciprocals or about why. The coordinate reasoning covers all six at once. Sine follows \( y \), cosine follows \( x \), tangent follows their quotient, and \( r \) is always positive

  10. Find all \( \theta \) in \( [0^\circ, 360^\circ) \) with \( \cos\theta = -\dfrac{1}{2} \), and state the general solution.
    Show the full solution

    Find the reference angle. Ignore the sign for a moment: \( \cos(\text{ref}) = \dfrac{1}{2} \) gives \( \text{ref} = 60^\circ \), one of the known values. Determine the quadrants. Cosine is negative where \( x \lt 0 \), which is quadrants II and III. Convert the reference angle into each quadrant. Quadrant II: \( 180 - 60 = 120^\circ \). Quadrant III: \( 180 + 60 = 240^\circ \). Verify both. \( \cos 120^\circ \): reference \( 60^\circ \), quadrant II, \( x \lt 0 \), so \( -\dfrac{1}{2} \) ✓ \( \cos 240^\circ \): reference \( 60^\circ \), quadrant III, \( x \lt 0 \), so \( -\dfrac{1}{2} \) ✓ Check geometrically. The vertical line \( x = -\dfrac{1}{2} \) cuts the unit circle at two points, one above and one below the \( x \)-axis. Two solutions, as found. State the general solution. Adding any whole number of revolutions gives another solution, so \( \theta = 120^\circ + 360^\circ n \) or \( \theta = 240^\circ + 360^\circ n \) for every integer \( n \). In radians: \( \dfrac{2\pi}{3} + 2\pi n \) and \( \dfrac{4\pi}{3} + 2\pi n \). A symmetry worth noticing. The two solutions are \( 120^\circ \) and \( 240^\circ \), which average to \( 180^\circ \). Cosine solutions always pair symmetrically about \( 0^\circ \) or \( 180^\circ \), because cosine is determined by the horizontal position and the circle is symmetric across the \( x \)-axis. Sine solutions pair about \( 90^\circ \) instead, for the corresponding reason. Using that as a check. Having found \( 120^\circ \), the second solution is \( 360 - 120 = 240^\circ \), found without any quadrant reasoning at all. \( 120^\circ \) and \( 240^\circ \); in general \( 120^\circ + 360^\circ n \) and \( 240^\circ + 360^\circ n \)

Lesson 9.5 · Unit 9 · F-IF.7e

Unrolling the circle into a wave

Plotting \( \sin\theta \) against \( \theta \) traces the height of a point going around the circle. Since the point returns to where it started every revolution, the graph repeats, and that repetition is what makes these functions useful for anything cyclic.

The method
  1. \( y = \sin x \) starts at 0, rises to 1 at \( \dfrac{\pi}{2} \), returns to 0 at \( \pi \), falls to \( -1 \) at \( \dfrac{3\pi}{2} \), and returns to 0 at \( 2\pi \).
  2. \( y = \cos x \) starts at 1 and is the sine graph shifted left by \( \dfrac{\pi}{2} \).
  3. Both have period \( 2\pi \), amplitude 1, and midline \( y = 0 \).
  4. In \( y = a\sin(bx) \), the amplitude is \( |a| \), the distance from the midline to a peak.
  5. The period is \( \dfrac{2\pi}{b} \), so a larger \( b \) means a faster cycle.
  6. A negative \( a \) flips the graph vertically.
  7. Graph one cycle with five key points, at each quarter period.
  8. Amplitude is never negative, being a distance.

Where students lose marks: reading \( b \) as the period. In \( y = \sin(4x) \) the period is \( \dfrac{2\pi}{4} = \dfrac{\pi}{2} \), not 4. A larger coefficient compresses the graph horizontally, which is the same inside-the-function behavior as everywhere else in unit 1.

Worked example

The problem. (a) Give five key points for \( y = \sin x \) on one cycle. (b) Graph \( y = 3\sin(2x) \): amplitude, period, key points. (c) Graph \( y = -2\cos\left( \dfrac{x}{3} \right) \). (d) Explain why the coefficient inside divides the period.

Step one: list the key points for (a). Take the quarter points of one revolution.

\( x = 0 \)\( y = 0 \)midline, rising
\( x = \dfrac{\pi}{2} \)\( y = 1 \)maximum
\( x = \pi \)\( y = 0 \)midline, falling
\( x = \dfrac{3\pi}{2} \)\( y = -1 \)minimum
\( x = 2\pi \)\( y = 0 \)back to start

Step two: read the parameters in (b). Comparing \( 3\sin(2x) \) with \( a\sin(bx) \): \( a = 3 \) and \( b = 2 \). Amplitude \( = |3| = 3 \). Period \( = \dfrac{2\pi}{2} = \pi \).

Step three: find the key points for (b). One cycle runs from 0 to \( \pi \), so the quarter points are at \( 0, \dfrac{\pi}{4}, \dfrac{\pi}{2}, \dfrac{3\pi}{4}, \pi \). The pattern of heights is the same as the parent, scaled by 3: \( (0, 0) \), \( \left( \dfrac{\pi}{4}, 3 \right) \), \( \left( \dfrac{\pi}{2}, 0 \right) \), \( \left( \dfrac{3\pi}{4}, -3 \right) \), \( (\pi, 0) \). Check one directly: at \( x = \dfrac{\pi}{4} \), \( 3\sin\left( \dfrac{\pi}{2} \right) = 3(1) = 3 \) ✓

Step four: read the parameters in (c). \( a = -2 \), so the amplitude is 2 and the graph is flipped vertically. \( b = \dfrac{1}{3} \), so the period is \( \dfrac{2\pi}{1/3} = 6\pi \). A coefficient less than 1 stretches the graph, which is again the standard inside-the-function behavior.

Step five: find the key points for (c). One cycle runs from 0 to \( 6\pi \), with quarter points at \( 0, \dfrac{3\pi}{2}, 3\pi, \dfrac{9\pi}{2}, 6\pi \). The parent cosine starts at its maximum, but the negative flips it to a minimum: \( (0, -2) \), \( \left( \dfrac{3\pi}{2}, 0 \right) \), \( (3\pi, 2) \), \( \left( \dfrac{9\pi}{2}, 0 \right) \), \( (6\pi, -2) \). Check at \( x = 3\pi \): \( -2\cos(\pi) = -2(-1) = 2 \) ✓

Step six: begin (d). A full cycle happens when the quantity inside the function passes through \( 2\pi \), since that is the sine function's own period. So a cycle of \( \sin(bx) \) finishes when \( bx \) reaches \( 2\pi \).

Step seven: solve for \( x \). \( bx = 2\pi \) gives \( x = \dfrac{2\pi}{b} \). That value of \( x \) is the period, and the formula falls out of the definition rather than having to be memorized separately.

Step eight: give the intuition. With \( b = 2 \), the inside runs twice as fast as \( x \) does, so the graph finishes its cycle in half the horizontal distance. With \( b = \dfrac{1}{3} \) the inside runs a third as fast, so the cycle takes three times as long. This is the same pattern as every horizontal transformation. A coefficient on the inside divides the horizontal extent, so it compresses when greater than 1 and stretches when between 0 and 1. Unit 1 established it for every function family, and trigonometric functions do not behave differently. What is genuinely new. The period is a meaningful physical quantity here in a way it is not elsewhere. Lesson 9.7 works in reverse from it: a tide cycle of 12 hours forces \( \dfrac{2\pi}{b} = 12 \), so \( b = \dfrac{\pi}{6} \), and the coefficient is read off the situation rather than given.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the amplitude of \( y = 5\sin x \).
    Show the full solution

    5

  2. Give the period of \( y = \sin(3x) \).
    Show the full solution

    \( \dfrac{2\pi}{3} \). \( \frac{2\pi}{3} \)

  3. Give the amplitude of \( y = -4\cos x \).
    Show the full solution

    Amplitude is a distance. 4

  4. What is the period of \( y = \cos x \)?
    Show the full solution

    \( 2\pi \)

  5. At what \( x \) does \( y = \cos x \) first equal \( -1 \)?
    Show the full solution

    \( \pi \)

  6. Give the amplitude and period of \( y = 6\sin\left( \dfrac{x}{2} \right) \).
    Show the full solution

    \( a = 6 \), so amplitude 6. \( b = \dfrac{1}{2} \), so period \( \dfrac{2\pi}{1/2} = 4\pi \). Check: at \( x = \pi \), \( 6\sin\left( \dfrac{\pi}{2} \right) = 6 \), the maximum. A quarter of \( 4\pi \) is \( \pi \), so the first peak should be there ✓ Amplitude 6, period \( 4\pi \)

  7. Give five key points for \( y = 2\cos(4x) \).
    Show the full solution

    Amplitude 2, period \( \dfrac{2\pi}{4} = \dfrac{\pi}{2} \). Quarter points: \( 0, \dfrac{\pi}{8}, \dfrac{\pi}{4}, \dfrac{3\pi}{8}, \dfrac{\pi}{2} \). Cosine starts at its maximum: \( (0, 2) \), \( \left( \dfrac{\pi}{8}, 0 \right) \), \( \left( \dfrac{\pi}{4}, -2 \right) \), \( \left( \dfrac{3\pi}{8}, 0 \right) \), \( \left( \dfrac{\pi}{2}, 2 \right) \). Check at \( x = \dfrac{\pi}{4} \): \( 2\cos(\pi) = -2 \) ✓ \( (0,2) \), \( \left( \frac{\pi}{8},0 \right) \), \( \left( \frac{\pi}{4},-2 \right) \), \( \left( \frac{3\pi}{8},0 \right) \), \( \left( \frac{\pi}{2},2 \right) \)

  8. Write an equation for a sine curve with amplitude 7 and period \( \dfrac{\pi}{3} \).
    Show the full solution

    Amplitude 7 gives \( a = 7 \). Period \( \dfrac{2\pi}{b} = \dfrac{\pi}{3} \), so \( b = \dfrac{2\pi}{\pi/3} = 2\pi \cdot \dfrac{3}{\pi} = 6 \). \( y = 7\sin(6x) \). Check the period: \( \dfrac{2\pi}{6} = \dfrac{\pi}{3} \) ✓ Solving for \( b \) from the period is the reverse of reading it off, and it is the direction every modeling problem needs. \( y = 7\sin(6x) \)

  9. Explain why sine and cosine are the same curve shifted, and give the shift.
    Show the full solution

    They track the two coordinates of the same rotating point, and those coordinates run through the identical pattern a quarter turn apart. The observation. \( \cos x \) starts at 1 and falls to 0 at \( \dfrac{\pi}{2} \). \( \sin x \) starts at 0 and rises to 1 at \( \dfrac{\pi}{2} \). The cosine reaches each of its landmarks a quarter period before the sine reaches the corresponding one. The shift stated. \( \cos x = \sin\left( x + \dfrac{\pi}{2} \right) \). Cosine is sine shifted left by \( \dfrac{\pi}{2} \). Equivalently, \( \sin x = \cos\left( x - \dfrac{\pi}{2} \right) \). Verify at several points. At \( x = 0 \): \( \cos 0 = 1 \) and \( \sin\left( \dfrac{\pi}{2} \right) = 1 \) ✓ At \( x = \dfrac{\pi}{2} \): \( \cos\left( \dfrac{\pi}{2} \right) = 0 \) and \( \sin(\pi) = 0 \) ✓ At \( x = \pi \): \( \cos\pi = -1 \) and \( \sin\left( \dfrac{3\pi}{2} \right) = -1 \) ✓ Why the unit circle makes it obvious. Cosine is the horizontal coordinate and sine the vertical. Rotating the whole picture by \( 90^\circ \) turns one axis into the other, so one function becomes the other with a quarter-turn offset. What follows practically. Any sinusoid can be written with either function by adjusting the phase shift. Lesson 9.7 uses that: whichever function starts where the data starts is chosen, purely to avoid a shift. Cosine is sine shifted left by \( \frac{\pi}{2} \)

  10. A sinusoid has a maximum of 9 at \( x = 0 \), a minimum of \( -3 \), and a period of 8. Find its equation and verify three points.
    Show the full solution

    Find the midline. It is halfway between the extremes: \( \dfrac{9 + (-3)}{2} = 3 \). So the graph oscillates about \( y = 3 \), and the equation will need \( +3 \) at the end. Find the amplitude. The distance from the midline to a peak: \( 9 - 3 = 6 \). Confirm from below: \( 3 - (-3) = 6 \) ✓ Find \( b \) from the period. \( \dfrac{2\pi}{b} = 8 \), so \( b = \dfrac{2\pi}{8} = \dfrac{\pi}{4} \). Choose the function. The maximum is at \( x = 0 \), and cosine starts at its maximum. So cosine with no horizontal shift. \[ y = 6\cos\left( \frac{\pi}{4}x \right) + 3 \] Verify at \( x = 0 \). \( 6\cos 0 + 3 = 6 + 3 = 9 \) ✓ the stated maximum. Verify at \( x = 4 \), half a period along, where the minimum should be. \( 6\cos\left( \dfrac{\pi}{4} \cdot 4 \right) + 3 = 6\cos\pi + 3 = -6 + 3 = -3 \) ✓ Verify at \( x = 2 \), a quarter period along, where the midline should be crossed. \( 6\cos\left( \dfrac{\pi}{2} \right) + 3 = 0 + 3 = 3 \) ✓ Check the period independently. At \( x = 8 \): \( 6\cos(2\pi) + 3 = 9 \), back to the maximum after exactly 8 units ✓ Could sine have been used instead? Yes, with a shift: \( y = 6\sin\left( \dfrac{\pi}{4}(x + 2) \right) + 3 \) gives the same curve, since shifting sine left a quarter period produces cosine. Checking at \( x = 0 \): \( 6\sin\left( \dfrac{\pi}{2} \right) + 3 = 9 \) ✓ Why cosine was the better choice here. It needed no phase shift, which removes the step where errors most often occur. The rule of thumb: use cosine when the data starts at an extreme, sine when it starts at the midline. \( y = 6\cos\left( \frac{\pi}{4}x \right) + 3 \)

Lesson 9.6 · Unit 9 · F-TF.5

All four parameters at once

Adding a horizontal and a vertical shift completes the general sinusoid. Three of the four parameters read off directly; the phase shift does not, and the step that makes it readable is where nearly all the difficulty in this lesson lives.

The method
  1. The general form is \( y = a\sin\big(b(x - h)\big) + k \), and the same for cosine.
  2. \( |a| \) is the amplitude, \( \dfrac{2\pi}{b} \) the period, \( h \) the phase shift, \( k \) the vertical shift.
  3. The midline is \( y = k \), and the graph runs from \( k - |a| \) to \( k + |a| \).
  4. Factor \( b \) out of the argument before reading \( h \). That is the essential step.
  5. \( \sin(2x - \pi) \) has \( h = \dfrac{\pi}{2} \), not \( \pi \), since it equals \( \sin\big(2(x - \frac{\pi}{2})\big) \).
  6. Positive \( h \) shifts right, because of the minus sign in the form.
  7. To graph, shift the five key points of the unshifted version.
  8. To write an equation from a graph, find \( k \) from the midline, \( a \) from the height, \( b \) from the period, and \( h \) from where a cycle starts.

Where students lose marks: reading the phase shift without factoring. In \( y = \sin(3x - \pi) \), the shift is \( \dfrac{\pi}{3} \), not \( \pi \). Factoring first gives \( \sin\big(3(x - \frac{\pi}{3})\big) \), which shows it. The size of the error grows with \( b \).

Worked example

The problem. (a) Give all four parameters of \( y = 4\sin\left( 2x - \dfrac{\pi}{2} \right) + 1 \). (b) Give the key points of one cycle. (c) Write an equation for a cosine curve with amplitude 3, period 4, midline \( y = -2 \), shifted right 1. (d) Explain why the factoring step is necessary.

Step one: factor the argument in (a). \( 2x - \dfrac{\pi}{2} = 2\left( x - \dfrac{\pi}{4} \right) \). Check by expanding: \( 2x - \dfrac{2\pi}{4} = 2x - \dfrac{\pi}{2} \) ✓ So the function is \( y = 4\sin\left( 2\left( x - \dfrac{\pi}{4} \right) \right) + 1 \).

Step two: read all four parameters. Amplitude \( |a| = 4 \). Period \( = \dfrac{2\pi}{2} = \pi \). Phase shift \( h = \dfrac{\pi}{4} \), to the right. Vertical shift \( k = 1 \), so the midline is \( y = 1 \). Range: from \( 1 - 4 = -3 \) to \( 1 + 4 = 5 \).

Step three: locate the cycle for (b). The unshifted cycle runs from 0 to \( \pi \). Shifting right by \( \dfrac{\pi}{4} \) moves it to run from \( \dfrac{\pi}{4} \) to \( \dfrac{5\pi}{4} \). Quarter points: \( \dfrac{\pi}{4}, \dfrac{\pi}{2}, \dfrac{3\pi}{4}, \pi, \dfrac{5\pi}{4} \).

Step four: find the heights for (b). The sine pattern is midline, max, midline, min, midline, with the midline at 1 and the extremes at 5 and \( -3 \): \( \left( \dfrac{\pi}{4}, 1 \right) \), \( \left( \dfrac{\pi}{2}, 5 \right) \), \( \left( \dfrac{3\pi}{4}, 1 \right) \), \( (\pi, -3) \), \( \left( \dfrac{5\pi}{4}, 1 \right) \). Verify the second directly: at \( x = \dfrac{\pi}{2} \), \( 4\sin\left( \pi - \dfrac{\pi}{2} \right) + 1 = 4\sin\left( \dfrac{\pi}{2} \right) + 1 = 4 + 1 = 5 \) ✓

Step five: assemble (c). \( a = 3 \), \( k = -2 \), \( h = 1 \). Period 4 gives \( \dfrac{2\pi}{b} = 4 \), so \( b = \dfrac{\pi}{2} \). \[ y = 3\cos\left( \frac{\pi}{2}(x - 1) \right) - 2 \]

Step six: verify (c). Cosine peaks where its argument is zero, which is at \( x = 1 \): \( 3\cos 0 - 2 = 3 - 2 = 1 \), the maximum, correctly at \( x = 1 \) ✓ Half a period later, at \( x = 3 \): \( 3\cos\left( \dfrac{\pi}{2}(2) \right) - 2 = 3\cos\pi - 2 = -3 - 2 = -5 \), the minimum ✓ Midline check: \( \dfrac{1 + (-5)}{2} = -2 \) ✓ Leaving it as \( \dfrac{\pi}{2}(x - 1) \) rather than expanding keeps the shift visible, which is why the factored form is the standard way to present an answer.

Step seven: begin (d). The phase shift is the value of \( x \) at which the cycle starts, which is where the whole argument equals zero. For \( \sin(3x - \pi) \), set \( 3x - \pi = 0 \): \( x = \dfrac{\pi}{3} \). So the shift is \( \dfrac{\pi}{3} \), and reading \( \pi \) off the unfactored form gives an answer three times too large.

Step eight: give the reason and the check. The general form \( \sin\big(b(x - h)\big) \) is written that way precisely so \( h \) is a shift in \( x \). Expanding it gives \( \sin(bx - bh) \), and the constant sitting there is \( bh \), not \( h \). Reading it as the shift confuses the two. The reliable procedure. Either factor \( b \) out, or set the whole argument to zero and solve for \( x \). Both give the same answer and neither can be misread. Why the same problem does not arise vertically. The \( +k \) sits outside the function, so nothing multiplies it. Outside operations are read directly; inside operations must be untangled first. That asymmetry is the one from unit 1, appearing here in its most consequential form. A check that catches the error. Substitute the claimed shift and confirm the function is at the right place in its cycle. For a sine, \( y \) should equal \( k \) and be rising. Testing \( x = \pi \) in \( \sin(3x - \pi) \) gives \( \sin(2\pi) = 0 \), which is on the midline but the wrong point in the cycle to be its start, and testing further values would reveal it.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Give the midline of \( y = \sin x + 4 \).
    Show the full solution

    \( y = 4 \)

  2. Give the phase shift of \( y = \cos(x - 2) \).
    Show the full solution

    2 right

  3. Give the range of \( y = 3\sin x + 5 \).
    Show the full solution

    \( 5 \pm 3 \). 2 to 8

  4. Which parameter moves the midline?
    Show the full solution

    \( k \)

  5. What must be done before reading the phase shift?
    Show the full solution

    Factor \( b \) out of the argument

  6. Give all four parameters of \( y = 2\cos(3x + \pi) - 1 \).
    Show the full solution

    Factor: \( 3x + \pi = 3\left( x + \dfrac{\pi}{3} \right) = 3\left( x - \left( -\dfrac{\pi}{3} \right) \right) \). Amplitude 2, period \( \dfrac{2\pi}{3} \), phase shift \( \dfrac{\pi}{3} \) to the left, midline \( y = -1 \). Check: the maximum occurs where the argument is zero, at \( x = -\dfrac{\pi}{3} \), giving \( 2(1) - 1 = 1 \) ✓ Amplitude 2, period \( \frac{2\pi}{3} \), shift \( \frac{\pi}{3} \) left, midline \( y = -1 \)

  7. Write an equation for a sine curve with amplitude 5, period \( \pi \), midline \( y = 3 \), shifted right \( \dfrac{\pi}{4} \).
    Show the full solution

    \( a = 5 \), \( k = 3 \), \( h = \dfrac{\pi}{4} \). Period \( \pi \) gives \( \dfrac{2\pi}{b} = \pi \), so \( b = 2 \). \( y = 5\sin\left( 2\left( x - \dfrac{\pi}{4} \right) \right) + 3 \). Expanded: \( y = 5\sin\left( 2x - \dfrac{\pi}{2} \right) + 3 \). Check at \( x = \dfrac{\pi}{4} \): \( 5\sin 0 + 3 = 3 \), on the midline at the start of a cycle ✓ \( y = 5\sin\left( 2\left( x - \frac{\pi}{4} \right) \right) + 3 \)

  8. Give the maximum and minimum of \( y = -4\cos(x) + 7 \) and where each first occurs for \( x \ge 0 \).
    Show the full solution

    Amplitude 4, midline 7, so the range is 3 to 11. The negative flips the graph, so cosine's usual maximum at \( x = 0 \) becomes a minimum. At \( x = 0 \): \( -4(1) + 7 = 3 \), the minimum. At \( x = \pi \): \( -4(-1) + 7 = 11 \), the maximum. Minimum 3 at \( x = 0 \), maximum 11 at \( x = \pi \)

  9. Explain why a vertical shift is read directly but a horizontal one is not.
    Show the full solution

    Because \( k \) sits outside the function where nothing acts on it, while \( h \) sits inside where the coefficient \( b \) multiplies it. The vertical case. In \( y = a\sin(\ldots) + k \), the \( +k \) is applied last, to whatever the function produced. Nothing can alter it, so it is read at face value. The horizontal case. In \( \sin\big(b(x - h)\big) \), the subtraction happens to \( x \) before \( b \) multiplies. Expanding gives \( \sin(bx - bh) \), so the constant that appears is \( bh \). What that means for reading. Seeing \( \sin(4x - \pi) \), the \( \pi \) is \( bh = 4h \), so \( h = \dfrac{\pi}{4} \). Reading \( \pi \) as the shift is four times too large. Why there is no matching complication vertically. There is no coefficient multiplying the outside sum. The amplitude \( a \) multiplies the function's output, not \( k \), so \( k \) is untouched. The general principle from unit 1. Outside operations act on outputs and are read directly. Inside operations act on inputs and are read in reverse and divided by any coefficient. Trigonometric graphs are where this bites hardest, because \( b \) is rarely 1. The foolproof method. Set the entire argument to zero and solve for \( x \). That value is where the cycle starts, whatever the coefficients, and it cannot be misread. \( k \) is outside and untouched; \( h \) is inside where \( b \) multiplies it

  10. A graph has a maximum of 10 at \( x = 2 \), the next minimum of 4 at \( x = 8 \). Write two equations for it, one with sine and one with cosine.
    Show the full solution

    Find the midline. \( \dfrac{10 + 4}{2} = 7 \), so \( k = 7 \). Find the amplitude. \( 10 - 7 = 3 \), so \( |a| = 3 \). Find the period. A maximum to the next minimum is half a period, and that distance is \( 8 - 2 = 6 \). So the period is 12. \( \dfrac{2\pi}{b} = 12 \), giving \( b = \dfrac{\pi}{6} \). Write the cosine version. Cosine starts at a maximum, and the maximum is at \( x = 2 \), so shift right 2 with a positive \( a \): \[ y = 3\cos\left( \frac{\pi}{6}(x - 2) \right) + 7 \] Verify it. At \( x = 2 \): \( 3\cos 0 + 7 = 10 \) ✓ the maximum. At \( x = 8 \): \( 3\cos\left( \dfrac{\pi}{6}(6) \right) + 7 = 3\cos\pi + 7 = -3 + 7 = 4 \) ✓ the minimum. At \( x = 14 \): \( 3\cos(2\pi) + 7 = 10 \) ✓ back to a maximum one period later. Write the sine version. Sine starts on the midline going up. The graph crosses its midline rising a quarter period before each maximum, which is \( 2 - 3 = -1 \). \[ y = 3\sin\left( \frac{\pi}{6}(x + 1) \right) + 7 \] Verify it. At \( x = -1 \): \( 3\sin 0 + 7 = 7 \) ✓ the midline. At \( x = 2 \): \( 3\sin\left( \dfrac{\pi}{6}(3) \right) + 7 = 3\sin\left( \dfrac{\pi}{2} \right) + 7 = 3 + 7 = 10 \) ✓ the maximum. At \( x = 8 \): \( 3\sin\left( \dfrac{\pi}{6}(9) \right) + 7 = 3\sin\left( \dfrac{3\pi}{2} \right) + 7 = -3 + 7 = 4 \) ✓ the minimum. Both equations describe the identical curve. They differ only in which function was chosen as the starting point, and the phase shift absorbs the difference. A third form, using a negative cosine. \( y = -3\cos\left( \dfrac{\pi}{6}(x - 8) \right) + 7 \) also works: a flipped cosine starts at a minimum, and the minimum is at \( x = 8 \). Check at \( x = 8 \): \( -3(1) + 7 = 4 \) ✓ Why several correct answers exist. A sinusoid is determined by its midline, amplitude and period together with any one landmark. Since the curve has infinitely many landmarks, and two function choices with two sign choices, there are infinitely many equivalent equations. A problem asking for "an" equation accepts any of them, and the check is whether it reproduces the stated points. \( y = 3\cos\left( \frac{\pi}{6}(x-2) \right) + 7 \) and \( y = 3\sin\left( \frac{\pi}{6}(x+1) \right) + 7 \)

Lesson 9.7 · Unit 9 · F-TF.5

Building the equation from the situation

Anything that cycles can be modeled with a sinusoid: tides, daylight, temperature, a wheel turning, an alternating current. The work is reading the four parameters out of the description, and each one corresponds to something physically meaningful.

The method
  1. Midline \( k \) is the average of the maximum and minimum, the value the quantity oscillates about.
  2. Amplitude \( |a| \) is half the difference between the maximum and minimum.
  3. Find \( b \) from the period: \( b = \dfrac{2\pi}{\text{period}} \).
  4. Choose cosine if the data starts at an extreme, sine if it starts at the midline.
  5. Choosing well makes the phase shift zero, which removes the step most likely to go wrong.
  6. Use a negative coefficient if it starts at a minimum rather than shifting half a period.
  7. State the meaning of each parameter in the units of the problem.
  8. Check the model at the maximum, the minimum and one intermediate point.

Where students lose marks: using the maximum as the amplitude. If the tide runs between 2 and 12 feet, the amplitude is \( \dfrac{12 - 2}{2} = 5 \) and the midline is 7, not amplitude 12 about a midline of 0. The amplitude is measured from the midline, not from zero.

Worked example

The problem. (a) A tide is 12 feet at midnight, falls to 2 feet six hours later, and repeats every 12 hours. Model the depth. (b) Use the model to find the depth at 4 a.m. (c) A Ferris wheel of diameter 40 m has its center 22 m above the ground, turns once every 4 minutes, and a rider boards at the bottom. Model the rider's height. (d) Explain what each parameter means physically in (c).

Step one: find the midline and amplitude for (a). Midline: \( \dfrac{12 + 2}{2} = 7 \) feet. Amplitude: \( \dfrac{12 - 2}{2} = 5 \) feet.

Step two: find \( b \) for (a). The period is 12 hours, so \( b = \dfrac{2\pi}{12} = \dfrac{\pi}{6} \).

Step three: choose the function and write the model. At \( t = 0 \) the tide is at its maximum, and cosine starts at its maximum. So use cosine with no shift. \[ h(t) = 5\cos\left( \frac{\pi}{6}t \right) + 7 \] where \( t \) is hours after midnight and \( h \) is feet.

Step four: verify the model at three points. \( t = 0 \): \( 5(1) + 7 = 12 \) ✓ the stated high tide. \( t = 6 \): \( 5\cos\pi + 7 = -5 + 7 = 2 \) ✓ the stated low tide. \( t = 3 \): \( 5\cos\left( \dfrac{\pi}{2} \right) + 7 = 0 + 7 = 7 \), the midline, correctly halfway between ✓ \( t = 12 \): \( 5\cos(2\pi) + 7 = 12 \) ✓ back to high tide after one full period.

Step five: answer (b). At 4 a.m., \( t = 4 \): \( h(4) = 5\cos\left( \dfrac{4\pi}{6} \right) + 7 = 5\cos\left( \dfrac{2\pi}{3} \right) + 7 \). \( \cos\left( \dfrac{2\pi}{3} \right) = -\dfrac{1}{2} \) by lesson 9.4, since \( \dfrac{2\pi}{3} = 120^\circ \) has reference angle \( 60^\circ \) in quadrant II. \( h(4) = 5\left( -\dfrac{1}{2} \right) + 7 = -2.5 + 7 = 4.5 \) feet. Reasonableness: 4 a.m. is two thirds of the way from high to low tide, so a depth below the midline of 7 and above the minimum of 2 is expected. It is ✓

Step six: find the parameters for (c). Diameter 40 means radius 20, so the amplitude is 20 m. The center is at 22 m, so the midline is \( k = 22 \). The rider's height ranges from \( 22 - 20 = 2 \) m at the bottom to \( 22 + 20 = 42 \) m at the top. Period 4 minutes gives \( b = \dfrac{2\pi}{4} = \dfrac{\pi}{2} \).

Step seven: write and verify the model for (c). The rider starts at the minimum, so use a negative cosine, which starts at its minimum: \[ h(t) = -20\cos\left( \frac{\pi}{2}t \right) + 22 \] \( t = 0 \): \( -20(1) + 22 = 2 \) ✓ boarding at the bottom. \( t = 2 \): \( -20\cos\pi + 22 = 20 + 22 = 42 \) ✓ at the top after half a turn. \( t = 1 \): \( -20\cos\left( \dfrac{\pi}{2} \right) + 22 = 22 \) ✓ level with the center after a quarter turn. \( t = 4 \): \( -20(1) + 22 = 2 \) ✓ back at the bottom after one full revolution.

Step eight: answer (d).

\( |a| = 20 \)the wheel's radius, in meters
\( k = 22 \)the height of the wheel's center above the ground
\( b = \dfrac{\pi}{2} \)radians per minute, the rotation rate
the minus signboarding at the bottom rather than the top

Every parameter is a physical measurement, which is what makes the model checkable against the situation rather than only against itself. A wrong amplitude would mean a wheel of the wrong size. What the model assumes. Constant rotation speed and a perfectly circular wheel. A real wheel stops to load passengers, so the model describes the ride once it is turning steadily rather than the whole experience. Why the same structure fits daylight hours. A city with 15.2 hours of daylight on day 172 and 9.0 hours at its minimum has midline \( \dfrac{15.2 + 9.0}{2} = 12.1 \), amplitude \( \dfrac{15.2 - 9.0}{2} = 3.1 \), and period 365, so \( D(t) = 3.1\cos\left( \dfrac{2\pi}{365}(t - 172) \right) + 12.1 \). The parameters mean the average day length, the seasonal swing, the year, and the date of the solstice. The mathematics is identical to the Ferris wheel's.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. A quantity ranges from 4 to 16. Find the midline.
    Show the full solution

    \( \dfrac{4 + 16}{2} \). 10

  2. A quantity ranges from 4 to 16. Find the amplitude.
    Show the full solution

    \( \dfrac{16 - 4}{2} \). 6

  3. A cycle takes 24 hours. Find \( b \).
    Show the full solution

    \( \dfrac{2\pi}{24} \). \( \frac{\pi}{12} \)

  4. Which function should be used when the data starts at a maximum?
    Show the full solution

    Cosine

  5. What does a negative amplitude coefficient indicate about the start?
    Show the full solution

    It starts at a minimum

  6. A temperature cycles between \( 52^\circ \)F at 4 a.m. and \( 78^\circ \)F at 4 p.m. each day. Write a model with \( t \) in hours after midnight.
    Show the full solution

    Midline: \( \dfrac{52 + 78}{2} = 65 \). Amplitude: \( \dfrac{78 - 52}{2} = 13 \). Period: 24 hours, so \( b = \dfrac{\pi}{12} \). The minimum is at \( t = 4 \), so use a negative cosine shifted right 4: \( T(t) = -13\cos\left( \dfrac{\pi}{12}(t - 4) \right) + 65 \). Check \( t = 4 \): \( -13(1) + 65 = 52 \) ✓ Check \( t = 16 \): \( -13\cos\pi + 65 = 13 + 65 = 78 \) ✓ \( T(t) = -13\cos\left( \frac{\pi}{12}(t-4) \right) + 65 \)

  7. Using the tide model \( h(t) = 5\cos\left( \dfrac{\pi}{6}t \right) + 7 \), find the depth at 9 a.m.
    Show the full solution

    \( t = 9 \): \( h(9) = 5\cos\left( \dfrac{9\pi}{6} \right) + 7 = 5\cos\left( \dfrac{3\pi}{2} \right) + 7 \). \( \cos\left( \dfrac{3\pi}{2} \right) = 0 \), so \( h(9) = 7 \) feet. Makes sense: 9 a.m. is three quarters of the way through a 12-hour cycle that began at high tide, which is a midline crossing on the way back up. 7 feet

  8. A wheel of radius 3 m has its center 4 m above ground and turns once every 10 seconds starting at the rightmost point, level with the center. Model the height.
    Show the full solution

    Amplitude 3, midline 4, period 10 so \( b = \dfrac{2\pi}{10} = \dfrac{\pi}{5} \). Starting level with the center means starting at the midline, and if the wheel turns counterclockwise the rider then rises. Sine starts at the midline rising. \( h(t) = 3\sin\left( \dfrac{\pi}{5}t \right) + 4 \). Check \( t = 0 \): \( 0 + 4 = 4 \) ✓ level with the center. Check \( t = 2.5 \): \( 3\sin\left( \dfrac{\pi}{2} \right) + 4 = 7 \) ✓ at the top after a quarter turn. Check \( t = 7.5 \): \( 3\sin\left( \dfrac{3\pi}{2} \right) + 4 = 1 \) ✓ at the bottom. \( h(t) = 3\sin\left( \frac{\pi}{5}t \right) + 4 \)

  9. Explain why choosing the right function removes the need for a phase shift.
    Show the full solution

    Because each function already starts at a particular place in its cycle, and picking the one matching the data's starting point means nothing has to be moved. Where each starts. Cosine starts at its maximum. Negative cosine starts at its minimum. Sine starts on the midline rising. Negative sine starts on the midline falling. The four cases. Data starting at a maximum takes cosine; at a minimum takes negative cosine; at the midline going up takes sine; at the midline going down takes negative sine. In each case \( h = 0 \). Why it is worth the trouble. The phase shift is the parameter most often misread, as lesson 9.6 showed, because of the factoring step. Eliminating it removes the most likely error. When a shift is unavoidable. When the data starts somewhere in between, or when the starting time is fixed by the problem rather than chosen. The temperature problem above is an example: \( t = 0 \) is midnight, but the minimum is at 4 a.m., so a shift of 4 is forced. A trick that sometimes helps. Redefine \( t = 0 \) to be a moment when the quantity is at an extreme, and state that definition clearly. This is legitimate modeling, not evasion, as long as the interpretation says what \( t \) means. Each function starts at a known point in its cycle; matching that to the data makes the shift zero

  10. A city's daylight runs from 9.0 hours at the winter solstice to 15.2 hours at the summer solstice on day 172. Write a model, find the daylight on day 1, and find when daylight first reaches 12 hours.
    Show the full solution

    Find the parameters. Midline: \( \dfrac{15.2 + 9.0}{2} = 12.1 \) hours. Amplitude: \( \dfrac{15.2 - 9.0}{2} = 3.1 \) hours. Period: 365 days, so \( b = \dfrac{2\pi}{365} \approx 0.017214 \). Choose the function. The maximum is at day 172, so cosine shifted right 172. \[ D(t) = 3.1\cos\left( \frac{2\pi}{365}(t - 172) \right) + 12.1 \] Verify at the two solstices. At \( t = 172 \): \( 3.1(1) + 12.1 = 15.2 \) ✓ Half a period later is \( t = 172 + 182.5 = 354.5 \): \( 3.1\cos\pi + 12.1 = -3.1 + 12.1 = 9.0 \) ✓ Find the daylight on day 1. \( \dfrac{2\pi}{365}(1 - 172) = 0.017214(-171) = -2.9437 \) radians. Cosine is even, so \( \cos(-2.9437) = \cos(2.9437) \). \( 2.9437 \) radians is close to \( \pi \approx 3.1416 \), so the cosine is close to \( -1 \): \( \cos(2.9437) \approx -0.9806 \). \( D(1) = 3.1(-0.9806) + 12.1 = -3.040 + 12.1 = 9.06 \) hours. Reasonable: January 1 is ten days after the winter solstice, so the daylight should be barely above its minimum of 9.0. It is ✓ Find when daylight first reaches 12 hours. \( 3.1\cos\left( \dfrac{2\pi}{365}(t - 172) \right) + 12.1 = 12 \). \( \cos(\ldots) = \dfrac{12 - 12.1}{3.1} = -0.032258 \). The angle whose cosine is \( -0.032258 \) is about \( 1.6031 \) radians, just past \( \dfrac{\pi}{2} \) as expected for a value barely below zero. Cosine is also \( -0.032258 \) at \( -1.6031 \) radians, and that is the earlier crossing in the year. \( \dfrac{2\pi}{365}(t - 172) = -1.6031 \). \( t - 172 = \dfrac{-1.6031}{0.017214} = -93.13 \). \( t = 172 - 93.13 = 78.87 \), so about day 79. Check. Day 79 is around March 20, which is the spring equinox, when daylight is about 12 hours everywhere. The model landed on the right date without being told about it ✓ Verify by substitution. \( \dfrac{2\pi}{365}(78.87 - 172) = 0.017214(-93.13) = -1.6030 \). \( \cos(-1.6030) = -0.03216 \). \( 3.1(-0.03216) + 12.1 = -0.0997 + 12.1 = 12.00 \) ✓ Why the equinox is not exactly at 12.1 hours. The midline is 12.1, not 12, because daylight is measured from sunrise to sunset and the sun's disk is visible slightly before its center rises and after it sets, plus atmospheric refraction bends light over the horizon. So the average day is a few minutes longer than 12 hours, and the equinox falls slightly below the midline. What the model does not capture. The real curve is not exactly sinusoidal, because Earth's orbit is elliptical so it moves faster near perihelion. The sinusoid is accurate to within a few minutes for most latitudes, which is far better than the precision most questions need. \( D(t) = 3.1\cos\left( \frac{2\pi}{365}(t-172) \right) + 12.1 \); about 9.06 hours on day 1; 12 hours around day 79

Unit 9 mixed review · 10 problems · all topics

Unit 9: Trigonometric Functions

Every exact value here comes from the unit circle and a reference angle. Every graph question comes from the four parameters. Nothing needs a calculator except where one is named.

  1. Convert \( 60^\circ \) to radians.
    Show the full solution

    \( 60 \times \dfrac{\pi}{180} \). \( \frac{\pi}{3} \)

  2. Evaluate \( \sin \dfrac{\pi}{2} \).
    Show the full solution

    1

  3. Give the period of \( y = \sin x \).
    Show the full solution

    \( 2\pi \)

  4. Give the amplitude of \( y = 4\cos x \).
    Show the full solution

    4

  5. Find the reference angle for \( 320^\circ \).
    Show the full solution

    Quadrant IV: \( 360 - 320 \). \( 40^\circ \)

  6. The terminal side of \( \theta \) passes through \( (-8, 6) \). Find \( \sin\theta \), \( \cos\theta \) and \( \tan\theta \).
    Show the full solution

    \( r = \sqrt{64 + 36} = \sqrt{100} = 10 \). \( \sin\theta = \dfrac{6}{10} = \dfrac{3}{5} \), \( \cos\theta = -\dfrac{8}{10} = -\dfrac{4}{5} \), \( \tan\theta = \dfrac{6}{-8} = -\dfrac{3}{4} \). Quadrant II, where sine is positive and the other two are negative ✓ \( \frac{3}{5} \), \( -\frac{4}{5} \), \( -\frac{3}{4} \)

  7. Give the amplitude, period and midline of \( y = 3\sin(4x) - 2 \).
    Show the full solution

    Amplitude \( |3| = 3 \). Period \( \dfrac{2\pi}{4} = \dfrac{\pi}{2} \). Midline \( y = -2 \), so the graph runs from \( -5 \) to 1. Amplitude 3, period \( \frac{\pi}{2} \), midline \( y = -2 \)

  8. Find the arc length cut by a central angle of \( \dfrac{5\pi}{6} \) on a circle of radius 12.
    Show the full solution

    \( s = r\theta = 12 \left( \dfrac{5\pi}{6} \right) = 10\pi \approx 31.42 \). Check: \( \dfrac{5\pi}{6} \) is \( \dfrac{5}{12} \) of a full turn, and the circumference is \( 24\pi \). Five twelfths of that is \( 10\pi \) ✓ \( 10\pi \approx 31.4 \)

  9. Evaluate \( \cos \dfrac{7\pi}{6} \) exactly.
    Show the full solution

    \( \dfrac{7\pi}{6} = 210^\circ \), quadrant III, reference angle \( 30^\circ \). At \( 30^\circ \), \( \cos = \dfrac{\sqrt{3}}{2} \). Quadrant III has \( x \lt 0 \), so the value is negative. \( -\frac{\sqrt{3}}{2} \)

  10. A tide is 8 feet at midnight, falls to 2 feet six hours later, and repeats every 12 hours. Model the depth, and find when the depth first reaches 6.5 feet.
    Show the full solution

    Find the midline. \( \dfrac{8 + 2}{2} = 5 \) feet. Find the amplitude. \( \dfrac{8 - 2}{2} = 3 \) feet. Find \( b \). Period 12 gives \( b = \dfrac{2\pi}{12} = \dfrac{\pi}{6} \). Choose the function. The maximum is at \( t = 0 \), so cosine with no shift. \[ h(t) = 3\cos\left( \frac{\pi}{6}t \right) + 5 \] Verify at three points. \( t = 0 \): \( 3 + 5 = 8 \) ✓ \( t = 6 \): \( 3(-1) + 5 = 2 \) ✓ \( t = 3 \): \( 0 + 5 = 5 \), the midline at the quarter point ✓ Solve for a depth of 6.5 feet. \( 3\cos\left( \dfrac{\pi}{6}t \right) + 5 = 6.5 \). \( \cos\left( \dfrac{\pi}{6}t \right) = \dfrac{1.5}{3} = 0.5 \). Solve the trigonometric equation. Cosine equals \( \dfrac{1}{2} \) at \( \dfrac{\pi}{3} \) and \( \dfrac{5\pi}{3} \) in one revolution. Taking the first: \( \dfrac{\pi}{6}t = \dfrac{\pi}{3} \), so \( t = 2 \). Check. \( 3\cos\left( \dfrac{\pi}{3} \right) + 5 = 3(0.5) + 5 = 6.5 \) ✓ Interpret. The depth first reaches 6.5 feet at 2 a.m., on the way down from the midnight high. Find the other crossing, for completeness. \( \dfrac{\pi}{6}t = \dfrac{5\pi}{3} \) gives \( t = 10 \), so 10 a.m., on the way back up. Check the pattern. The two times, 2 and 10, are symmetric about \( t = 6 \), the low tide. That symmetry is a property of every cosine model and is worth using as a check ✓ \( h(t) = 3\cos\left( \frac{\pi}{6}t \right) + 5 \); 6.5 feet first at 2 a.m.

Lesson 10.1 · Unit 10 · F-TF.8

One identity, and its two children

An identity is an equation true for every legal value, unlike the equations of lesson 10.5 which are true only for particular ones. The Pythagorean identity is the fundamental one, and the other two come from it by a single division each.

The method
  1. The primary identity: \( \sin^2\theta + \cos^2\theta = 1 \).
  2. It is the unit circle's equation \( x^2 + y^2 = 1 \) with the coordinates named.
  3. \( \sin^2\theta \) means \( (\sin\theta)^2 \), never \( \sin(\theta^2) \).
  4. Dividing by \( \cos^2\theta \) gives \( \tan^2\theta + 1 = \sec^2\theta \).
  5. Dividing by \( \sin^2\theta \) gives \( 1 + \cot^2\theta = \csc^2\theta \).
  6. Each rearranges: \( \sin^2\theta = 1 - \cos^2\theta \) and so on.
  7. Given one function and a quadrant, all six follow.
  8. The quadrant chooses the sign when taking a square root.

Where students lose marks: writing \( \sin\theta = \sqrt{1 - \cos^2\theta} \) with no sign. The square root of a square is the absolute value, so the correct statement is \( \sin\theta = \pm\sqrt{1 - \cos^2\theta} \), with the quadrant deciding. This is the same issue as lesson 5.7.

Worked example

The problem. (a) Derive the primary identity from the unit circle. (b) Derive the other two. (c) Given \( \sin\theta = \dfrac{3}{5} \) with \( \theta \) in quadrant II, find the other five functions. (d) Explain why the derived identities have domain restrictions the primary one lacks.

Step one: derive (a). Every point on the unit circle satisfies \( x^2 + y^2 = 1 \). Lesson 9.2 named those coordinates: \( x = \cos\theta \) and \( y = \sin\theta \). Substituting: \( \cos^2\theta + \sin^2\theta = 1 \). The identity is the circle's equation in different notation, which is why it holds for every angle without exception.

Step two: derive the tangent version for (b). Divide every term of \( \sin^2\theta + \cos^2\theta = 1 \) by \( \cos^2\theta \): \[ \frac{\sin^2\theta}{\cos^2\theta} + \frac{\cos^2\theta}{\cos^2\theta} = \frac{1}{\cos^2\theta} \] The first quotient is \( \tan^2\theta \), the second is 1, and the right side is \( \sec^2\theta \): \( \tan^2\theta + 1 = \sec^2\theta \).

Step three: derive the cotangent version. Divide the primary identity by \( \sin^2\theta \) instead: \[ 1 + \frac{\cos^2\theta}{\sin^2\theta} = \frac{1}{\sin^2\theta} \] which is \( 1 + \cot^2\theta = \csc^2\theta \). All three are one fact, and remembering the first plus how to divide is enough.

Step four: find the cosine for (c). \( \cos^2\theta = 1 - \sin^2\theta = 1 - \dfrac{9}{25} = \dfrac{16}{25} \). \( \cos\theta = \pm\dfrac{4}{5} \). Quadrant II has \( x \lt 0 \), so \( \cos\theta = -\dfrac{4}{5} \).

Step five: find the rest for (c). \( \tan\theta = \dfrac{3/5}{-4/5} = -\dfrac{3}{4} \). \( \csc\theta = \dfrac{5}{3} \), \( \sec\theta = -\dfrac{5}{4} \), \( \cot\theta = -\dfrac{4}{3} \). Check against a derived identity. \( \tan^2\theta + 1 = \dfrac{9}{16} + 1 = \dfrac{25}{16} \), and \( \sec^2\theta = \dfrac{25}{16} \) ✓ Signs check: quadrant II has sine and cosecant positive and everything else negative, matching lesson 9.4 ✓

Step six: begin (d). The primary identity involves only sine and cosine, which are defined for every angle. So it holds everywhere, with no exceptions.

Step seven: examine the tangent version. Deriving it required dividing by \( \cos^2\theta \), which is illegal when \( \cos\theta = 0 \). And indeed \( \tan\theta \) and \( \sec\theta \) are both undefined at \( \dfrac{\pi}{2} \) and \( \dfrac{3\pi}{2} \). So the identity holds wherever both sides are defined, which is every angle except those.

Step eight: state the general point. The cotangent version similarly excludes the angles where \( \sin\theta = 0 \), namely 0 and \( \pi \) and their coterminal angles. What "identity" means precisely. True for every value in the domain of both sides, not literally every number. An expression cannot be required to hold where it does not exist. Why this matters in practice. When an identity is used to transform an expression, the transformation can quietly change the domain. Multiplying by \( \dfrac{\sec\theta}{\sec\theta} \) is legal only where secant exists, and a solution found afterward at \( \dfrac{\pi}{2} \) would be extraneous for exactly that reason. This is the same hazard as in lessons 4.5 and 7.6, in trigonometric dress.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. State the primary Pythagorean identity.
    Show the full solution

    \( \sin^2\theta + \cos^2\theta = 1 \)

  2. Simplify \( 1 - \sin^2\theta \).
    Show the full solution

    \( \cos^2\theta \)

  3. Simplify \( \sec^2\theta - \tan^2\theta \).
    Show the full solution

    1

  4. What does dividing the primary identity by \( \sin^2\theta \) give?
    Show the full solution

    \( 1 + \cot^2\theta = \csc^2\theta \)

  5. If \( \cos\theta = 0.6 \) and \( \theta \) is in quadrant I, find \( \sin\theta \).
    Show the full solution

    \( \sqrt{1 - 0.36} = \sqrt{0.64} \). 0.8

  6. Given \( \tan\theta = -\dfrac{5}{12} \) in quadrant IV, find \( \sec\theta \) and \( \cos\theta \).
    Show the full solution

    \( \sec^2\theta = \tan^2\theta + 1 = \dfrac{25}{144} + 1 = \dfrac{169}{144} \). \( \sec\theta = \pm\dfrac{13}{12} \), and quadrant IV has cosine positive, so secant is positive: \( \sec\theta = \dfrac{13}{12} \). \( \cos\theta = \dfrac{12}{13} \). Check: \( \sin\theta = \tan\theta \cos\theta = -\dfrac{5}{12} \cdot \dfrac{12}{13} = -\dfrac{5}{13} \), and \( \dfrac{144 + 25}{169} = 1 \) ✓ \( \sec\theta = \frac{13}{12} \), \( \cos\theta = \frac{12}{13} \)

  7. Simplify \( \dfrac{\sin^2\theta}{1 - \cos\theta} \).
    Show the full solution

    Replace the numerator using the identity: \( \sin^2\theta = 1 - \cos^2\theta \). Factor as a difference of squares: \( (1 - \cos\theta)(1 + \cos\theta) \). \( \dfrac{(1 - \cos\theta)(1 + \cos\theta)}{1 - \cos\theta} = 1 + \cos\theta \), valid where \( \cos\theta \ne 1 \). Check at \( \theta = \dfrac{\pi}{2} \): original is \( \dfrac{1}{1 - 0} = 1 \), and the answer gives \( 1 + 0 = 1 \) ✓ The domain restriction survives the cancellation, exactly as in lesson 4.1. \( 1 + \cos\theta \)

  8. Simplify \( \cot\theta \sec\theta \sin\theta \).
    Show the full solution

    Convert everything to sine and cosine: \( \dfrac{\cos\theta}{\sin\theta} \cdot \dfrac{1}{\cos\theta} \cdot \sin\theta \). The cosines cancel and the sines cancel, leaving 1. Check at \( \theta = \dfrac{\pi}{4} \): \( 1 \cdot \sqrt{2} \cdot \dfrac{\sqrt{2}}{2} = \dfrac{2}{2} = 1 \) ✓ Converting to sine and cosine is the default first move whenever an expression mixes several functions. 1

  9. Explain why the Pythagorean identity is called that.
    Show the full solution

    Because it is the Pythagorean theorem applied to a right triangle with hypotenuse 1. The triangle. Take an acute angle \( \theta \) in standard position and drop a perpendicular from the unit circle point to the \( x \)-axis. The resulting right triangle has legs \( \cos\theta \) and \( \sin\theta \) and hypotenuse 1. Apply the theorem. Leg squared plus leg squared equals hypotenuse squared: \( \cos^2\theta + \sin^2\theta = 1^2 = 1 \). The circle version says the same thing. The equation \( x^2 + y^2 = 1 \) is itself the Pythagorean theorem, stating that every point at distance 1 from the origin has coordinates whose squares total 1. The distance formula of coordinate geometry is the theorem in algebraic form. Why the circle statement is more general. The triangle argument needs an acute angle. The circle argument works for every angle, since every point on the circle satisfies the equation regardless of which quadrant it sits in and regardless of the signs of its coordinates. Why squaring makes the signs irrelevant. In quadrant III both coordinates are negative, but squaring makes both terms positive, so the sum is still 1. That is exactly why the identity needs no quadrant case analysis. It is the Pythagorean theorem for a right triangle with hypotenuse 1, whose legs are the cosine and the sine

  10. Given \( \csc\theta = -\dfrac{25}{7} \) with \( \theta \) in quadrant III, find all five other functions and verify with two identities.
    Show the full solution

    Find the sine first, since cosecant is its reciprocal. \( \sin\theta = -\dfrac{7}{25} \). Negative, as quadrant III requires ✓ Find the cosine. \( \cos^2\theta = 1 - \dfrac{49}{625} = \dfrac{576}{625} \). \( \cos\theta = \pm\dfrac{24}{25} \), and quadrant III has \( x \lt 0 \), so \( \cos\theta = -\dfrac{24}{25} \). Find the remaining three. \( \tan\theta = \dfrac{-7/25}{-24/25} = \dfrac{7}{24} \), positive as quadrant III requires ✓ \( \sec\theta = -\dfrac{25}{24} \). \( \cot\theta = \dfrac{24}{7} \). First verification, with the primary identity. \( \left( -\dfrac{7}{25} \right)^2 + \left( -\dfrac{24}{25} \right)^2 = \dfrac{49 + 576}{625} = \dfrac{625}{625} = 1 \) ✓ Second verification, with the tangent identity. \( \tan^2\theta + 1 = \dfrac{49}{576} + 1 = \dfrac{625}{576} \). \( \sec^2\theta = \left( -\dfrac{25}{24} \right)^2 = \dfrac{625}{576} \) ✓ A third check, with the cotangent identity. \( 1 + \cot^2\theta = 1 + \dfrac{576}{49} = \dfrac{625}{49} \). \( \csc^2\theta = \dfrac{625}{49} \) ✓ Note the Pythagorean triple. The numbers 7, 24, 25 satisfy \( 49 + 576 = 625 \), which is why every value came out as a clean fraction. Problems are usually built from such triples, and recognizing 3-4-5, 5-12-13, 8-15-17 and 7-24-25 makes the arithmetic fast and gives an early warning when an answer does not fit. Why all three identities had to agree. The second and third were derived from the first by division, so an answer satisfying the first necessarily satisfies the others where they are defined. The checks are therefore not independent, but they do catch arithmetic slips in the reciprocals. \( \sin = -\frac{7}{25} \), \( \cos = -\frac{24}{25} \), \( \tan = \frac{7}{24} \), \( \sec = -\frac{25}{24} \), \( \cot = \frac{24}{7} \)

Lesson 10.2 · Unit 10

Transform one side until it becomes the other

Proving an identity is different in kind from solving an equation, and the difference is what makes the rules different. A proof may not assume what it is proving, so the two sides must be worked on separately rather than together.

The method
  1. Start with the more complicated side and transform it into the other.
  2. Work on one side at a time. Never apply an operation to both.
  3. Converting everything to sine and cosine is the reliable opening move.
  4. Combine fractions over a common denominator when a sum of quotients appears.
  5. Factor whenever a common factor or a difference of squares appears.
  6. Watch for a Pythagorean identity hiding in a sum or difference of squares.
  7. Multiplying by a conjugate over itself often creates one.
  8. Each line must equal the previous, so the chain reads as a sequence of equalities.

Where students lose marks: cross multiplying across the equals sign. Doing that assumes the equation is true, which is what the proof is meant to establish. The argument then proves nothing, since the same steps would "prove" a false statement.

Worked example

The problem. Prove each identity. (a) \( \sec\theta - \cos\theta = \sin\theta\tan\theta \). (b) \( (1 - \cos^2\theta)(1 + \cot^2\theta) = 1 \). (c) \( \dfrac{1 + \sin\theta}{\cos\theta} + \dfrac{\cos\theta}{1 + \sin\theta} = 2\sec\theta \). (d) Explain why both sides may not be operated on at once.

Step one: start (a) from the left, which is more complicated. \( \sec\theta - \cos\theta = \dfrac{1}{\cos\theta} - \cos\theta \). Common denominator: \( \dfrac{1 - \cos^2\theta}{\cos\theta} \).

Step two: finish (a). By the Pythagorean identity, \( 1 - \cos^2\theta = \sin^2\theta \): \( \dfrac{\sin^2\theta}{\cos\theta} \). Now work toward the right side. Split the square: \( \sin\theta \cdot \dfrac{\sin\theta}{\cos\theta} = \sin\theta\tan\theta \) ✓ The chain of equalities is the proof, and every step was applied to the left side alone.

Step three: start (b) from the left. The first factor is \( 1 - \cos^2\theta = \sin^2\theta \). The second is \( 1 + \cot^2\theta = \csc^2\theta \), by the derived identity of lesson 10.1.

Step four: finish (b). \( \sin^2\theta \cdot \csc^2\theta = \sin^2\theta \cdot \dfrac{1}{\sin^2\theta} = 1 \) ✓ Recognizing both Pythagorean forms at once turned a four-term expression into a one-line proof.

Step five: set up (c). The left side is a sum of two fractions, so combine them over the common denominator \( \cos\theta(1 + \sin\theta) \): \[ \frac{(1 + \sin\theta)^2 + \cos^2\theta}{\cos\theta(1 + \sin\theta)} \]

Step six: expand the numerator. \( (1 + \sin\theta)^2 = 1 + 2\sin\theta + \sin^2\theta \). Adding \( \cos^2\theta \): \( 1 + 2\sin\theta + \sin^2\theta + \cos^2\theta \). The last two terms combine to 1 by the primary identity: \( 1 + 2\sin\theta + 1 = 2 + 2\sin\theta = 2(1 + \sin\theta) \).

Step seven: finish (c). \[ \frac{2(1 + \sin\theta)}{\cos\theta(1 + \sin\theta)} = \frac{2}{\cos\theta} = 2\sec\theta \] ✓ The factor \( 1 + \sin\theta \) canceling is what made it work, and it appeared only because the numerator was expanded and then refactored. Stopping at the expanded form would have left the proof stuck.

Step eight: answer (d). An identity is a claim, and the proof must establish it without assuming it. What operating on both sides assumes. Writing "multiply both sides by \( \cos\theta \)" treats the equation as a known true statement, since that operation is only justified if there is a genuine equation to operate on. The reasoning is circular. A demonstration of why it is unsafe. Start from the false claim \( \sin\theta = -\sin\theta \). Square both sides: \( \sin^2\theta = \sin^2\theta \), which is true. The false statement has produced a true one, so the argument proves nothing. What is legitimate. Transform one side into the other. Or transform each side independently into the same third expression, keeping the two columns separate. Both establish equality without assuming it. The contrast with solving. When solving an equation, operating on both sides is correct, because the equation is a hypothesis being explored rather than a claim being proved. The question there is "for which values is this true?", not "is this always true?" Knowing which task is in front of you is what determines which rules apply.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Simplify \( \tan\theta\cos\theta \).
    Show the full solution

    \( \dfrac{\sin\theta}{\cos\theta} \cdot \cos\theta \). \( \sin\theta \)

  2. Simplify \( \dfrac{\sin\theta}{\cos\theta} \).
    Show the full solution

    \( \tan\theta \)

  3. Simplify \( \csc\theta\sin\theta \).
    Show the full solution

    1

  4. What is the standard first move in a proof?
    Show the full solution

    Convert everything to sine and cosine

  5. May you multiply both sides of an identity being proved?
    Show the full solution

    No

  6. Prove \( \cot\theta\sin\theta = \cos\theta \).
    Show the full solution

    Start from the left. \( \cot\theta\sin\theta = \dfrac{\cos\theta}{\sin\theta} \cdot \sin\theta \). The sines cancel, leaving \( \cos\theta \) ✓ Valid where \( \sin\theta \ne 0 \), since cotangent is undefined there. Proved

  7. Prove \( \dfrac{1 - \cos^2\theta}{\sin\theta} = \sin\theta \).
    Show the full solution

    Start from the left. The numerator is \( \sin^2\theta \) by the primary identity. \( \dfrac{\sin^2\theta}{\sin\theta} = \sin\theta \) ✓ Valid where \( \sin\theta \ne 0 \). Check at \( \theta = \dfrac{\pi}{3} \): left is \( \dfrac{1 - 1/4}{\sqrt{3}/2} = \dfrac{3/4}{\sqrt{3}/2} = \dfrac{3}{2\sqrt{3}} = \dfrac{\sqrt{3}}{2} \), and the right is \( \dfrac{\sqrt{3}}{2} \) ✓ Proved

  8. Prove \( \sec^2\theta + \csc^2\theta = \sec^2\theta\csc^2\theta \).
    Show the full solution

    Start from the left and convert: \( \dfrac{1}{\cos^2\theta} + \dfrac{1}{\sin^2\theta} \). Common denominator \( \sin^2\theta\cos^2\theta \): \( \dfrac{\sin^2\theta + \cos^2\theta}{\sin^2\theta\cos^2\theta} \). The numerator is 1 by the primary identity: \( \dfrac{1}{\sin^2\theta\cos^2\theta} = \dfrac{1}{\cos^2\theta} \cdot \dfrac{1}{\sin^2\theta} = \sec^2\theta\csc^2\theta \) ✓ Combining over a common denominator is what exposed the identity, which was invisible in the original form. Proved

  9. Explain the difference between proving an identity and solving an equation.
    Show the full solution

    They ask opposite questions, and that determines which manipulations are allowed. Solving asks: for which values is this true? The equation is a hypothesis. Operating on both sides produces an equivalent or implied equation, and the goal is to isolate the variable. The answer is a set of values. Proving asks: is this true for every value? The equation is a claim about all values. Operating on both sides assumes the claim, which is circular. The goal is to show the two expressions are the same, and the answer is a demonstration. The permitted moves differ accordingly. In solving, add to both sides, multiply both sides, square both sides. In proving, rewrite one side using known identities and algebra until it matches the other. A worked contrast. \( \sin^2\theta = \dfrac{1}{4} \) is an equation: solve it and get \( \theta = \dfrac{\pi}{6} \) and three others in \( [0, 2\pi) \). \( \sin^2\theta = 1 - \cos^2\theta \) is an identity: prove it and the answer is that it holds for every \( \theta \). How to tell which is which. Read the instruction. "Solve", "find all \( \theta \)" and "for what values" mean an equation. "Prove", "verify" and "show that" mean an identity. When the instruction is missing, an equation with isolated numerical constants is usually to be solved and a general relationship is usually to be proved. Why the distinction is not merely procedural. A false statement can be turned into a true one by operating on both sides, as squaring \( \sin\theta = -\sin\theta \) shows. So the proof rules are strict for a reason, not by convention. Solving finds which values satisfy an equation; proving shows every value does, so a proof may not assume the equation holds

  10. Prove \( \dfrac{\cos\theta}{1 - \sin\theta} = \sec\theta + \tan\theta \).
    Show the full solution

    Choose a side. The left is a single fraction and the right is a sum, so the left is the easier starting point for reaching a sum. Multiply by the conjugate over itself. The denominator is \( 1 - \sin\theta \), whose conjugate is \( 1 + \sin\theta \). Multiplying by \( \dfrac{1 + \sin\theta}{1 + \sin\theta} \) is multiplying by 1, so it changes nothing and is legal on one side alone. \[ \frac{\cos\theta}{1 - \sin\theta} \cdot \frac{1 + \sin\theta}{1 + \sin\theta} = \frac{\cos\theta(1 + \sin\theta)}{1 - \sin^2\theta} \] Recognize the Pythagorean identity in the denominator. \( 1 - \sin^2\theta = \cos^2\theta \). \[ = \frac{\cos\theta(1 + \sin\theta)}{\cos^2\theta} \] Cancel one cosine. \[ = \frac{1 + \sin\theta}{\cos\theta} \] Split the fraction. \[ = \frac{1}{\cos\theta} + \frac{\sin\theta}{\cos\theta} = \sec\theta + \tan\theta \] ✓ Why the conjugate was the right move. The denominator \( 1 - \sin\theta \) is half of a difference of squares. Supplying the other half creates \( 1 - \sin^2\theta \), which the Pythagorean identity immediately simplifies. That pattern, conjugate then identity, is worth recognizing as a standard technique rather than rediscovering each time. The parallel with earlier work. This is the same move as rationalizing a denominator in lesson 5.3. There it removed a radical; here it creates a Pythagorean form. The algebra is identical and only the purpose differs. Verify numerically at \( \theta = \dfrac{\pi}{6} \). Left: \( \dfrac{\sqrt{3}/2}{1 - 1/2} = \dfrac{\sqrt{3}/2}{1/2} = \sqrt{3} \approx 1.7321 \). Right: \( \sec\dfrac{\pi}{6} + \tan\dfrac{\pi}{6} = \dfrac{2}{\sqrt{3}} + \dfrac{1}{\sqrt{3}} = \dfrac{3}{\sqrt{3}} = \sqrt{3} \approx 1.7321 \) ✓ Note the domain. Both sides require \( \cos\theta \ne 0 \), and the left also requires \( \sin\theta \ne 1 \). Those turn out to be the same condition, since \( \sin\theta = 1 \) exactly when \( \cos\theta = 0 \) at \( \dfrac{\pi}{2} \). So the identity holds wherever either side is defined. Proved

Lesson 10.3 · Unit 10

What the trigonometric function of a sum actually is

The linearity error this course names would suggest \( \sin(A + B) = \sin A + \sin B \). It is false, as one substitution shows. The correct formulas are more elaborate, and they make exact values available at angles like \( 15^\circ \) that no special triangle provides.

The method
  1. \( \sin(A + B) = \sin A\cos B + \cos A\sin B \).
  2. \( \sin(A - B) = \sin A\cos B - \cos A\sin B \).
  3. \( \cos(A + B) = \cos A\cos B - \sin A\sin B \). Note the sign is opposite to the angle's.
  4. \( \cos(A - B) = \cos A\cos B + \sin A\sin B \).
  5. \( \tan(A + B) = \dfrac{\tan A + \tan B}{1 - \tan A\tan B} \).
  6. For an exact value, write the angle as a sum or difference of \( 30^\circ \), \( 45^\circ \) and \( 60^\circ \).
  7. The formulas run backward too, collapsing a two-term expression into one function of one angle.
  8. The sine formulas keep the sign; the cosine formulas flip it.

Where students lose marks: writing \( \sin(A + B) = \sin A + \sin B \). Test it with \( A = B = 30^\circ \): \( \sin 60^\circ = \dfrac{\sqrt{3}}{2} \approx 0.866 \), while \( \sin 30^\circ + \sin 30^\circ = 1 \). Not equal. This is the linearity error the course names, in its trigonometric form.

Worked example

The problem. (a) Show \( \sin(A + B) \ne \sin A + \sin B \) with a counterexample. (b) Find \( \cos 15^\circ \) exactly. (c) Find \( \sin 75^\circ \) exactly and note what it equals. (d) Simplify \( \sin 40^\circ\cos 10^\circ - \cos 40^\circ\sin 10^\circ \).

Step one: choose values for (a). Take \( A = B = 30^\circ \). Left side: \( \sin 60^\circ = \dfrac{\sqrt{3}}{2} \approx 0.8660 \). Right side: \( \dfrac{1}{2} + \dfrac{1}{2} = 1 \). Not equal, so the claim is false ✓

Step two: confirm with the correct formula. \( \sin(30^\circ + 30^\circ) = \sin 30^\circ\cos 30^\circ + \cos 30^\circ\sin 30^\circ \) \( = \dfrac{1}{2} \cdot \dfrac{\sqrt{3}}{2} + \dfrac{\sqrt{3}}{2} \cdot \dfrac{1}{2} = \dfrac{\sqrt{3}}{4} + \dfrac{\sqrt{3}}{4} = \dfrac{\sqrt{3}}{2} \) ✓ Matches \( \sin 60^\circ \).

Step three: decompose the angle in (b). \( 15^\circ = 45^\circ - 30^\circ \), both of which have known exact values. Apply the cosine difference formula, which uses a plus sign: \( \cos 15^\circ = \cos 45^\circ\cos 30^\circ + \sin 45^\circ\sin 30^\circ \).

Step four: substitute and simplify (b). \( = \dfrac{\sqrt{2}}{2} \cdot \dfrac{\sqrt{3}}{2} + \dfrac{\sqrt{2}}{2} \cdot \dfrac{1}{2} \) \( = \dfrac{\sqrt{6}}{4} + \dfrac{\sqrt{2}}{4} = \dfrac{\sqrt{6} + \sqrt{2}}{4} \). Check numerically: \( \dfrac{2.4495 + 1.4142}{4} = \dfrac{3.8637}{4} = 0.96593 \). A calculator gives \( \cos 15^\circ = 0.96593 \) ✓ Reasonableness: \( 15^\circ \) is close to zero, so its cosine should be close to 1. It is.

Step five: compute (c). \( 75^\circ = 45^\circ + 30^\circ \). \( \sin 75^\circ = \sin 45^\circ\cos 30^\circ + \cos 45^\circ\sin 30^\circ \) \( = \dfrac{\sqrt{2}}{2} \cdot \dfrac{\sqrt{3}}{2} + \dfrac{\sqrt{2}}{2} \cdot \dfrac{1}{2} = \dfrac{\sqrt{6} + \sqrt{2}}{4} \).

Step six: note the coincidence and explain it. \( \sin 75^\circ = \cos 15^\circ \), the same exact value. That is not a coincidence. Geometry established that \( \sin\theta = \cos(90^\circ - \theta) \) for complementary angles, and \( 75^\circ + 15^\circ = 90^\circ \). The sum formulas had to produce equal values, and that they did is a check on the arithmetic.

Step seven: recognize the pattern in (d). The expression \( \sin A\cos B - \cos A\sin B \) is exactly the right side of the sine difference formula, with \( A = 40^\circ \) and \( B = 10^\circ \). So it equals \( \sin(40^\circ - 10^\circ) = \sin 30^\circ = \dfrac{1}{2} \).

Step eight: verify and comment. \( \sin 40^\circ \approx 0.64279 \), \( \cos 10^\circ \approx 0.98481 \), \( \cos 40^\circ \approx 0.76604 \), \( \sin 10^\circ \approx 0.17365 \). \( 0.64279(0.98481) - 0.76604(0.17365) = 0.63302 - 0.13302 = 0.50000 \) ✓ Using a formula backward is often the harder direction, because it requires recognizing a pattern rather than following a procedure. The signals are two products of four factors, combined with a plus or minus, where each product pairs a sine of one angle with a cosine of the other. Which formula to match. If both products are sine times cosine with the angles crossed, it is a sine formula, and the sign carries through. If the products are cosine times cosine and sine times sine, it is a cosine formula, and the sign flips.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. State \( \cos(A + B) \).
    Show the full solution

    \( \cos A\cos B - \sin A\sin B \)

  2. Does \( \sin(A + B) = \sin A + \sin B \)?
    Show the full solution

    No

  3. Write \( 15^\circ \) as a difference of two special angles.
    Show the full solution

    \( 45^\circ - 30^\circ \)

  4. Simplify \( \sin 20^\circ\cos 10^\circ + \cos 20^\circ\sin 10^\circ \).
    Show the full solution

    \( \sin 30^\circ \). \( \frac{1}{2} \)

  5. In \( \cos(A + B) \), is the sign between the terms plus or minus?
    Show the full solution

    Minus

  6. Find \( \sin 15^\circ \) exactly.
    Show the full solution

    \( 15^\circ = 45^\circ - 30^\circ \). \( \sin 15^\circ = \sin 45^\circ\cos 30^\circ - \cos 45^\circ\sin 30^\circ \) \( = \dfrac{\sqrt{2}}{2} \cdot \dfrac{\sqrt{3}}{2} - \dfrac{\sqrt{2}}{2} \cdot \dfrac{1}{2} = \dfrac{\sqrt{6} - \sqrt{2}}{4} \). Numerically: \( \dfrac{2.4495 - 1.4142}{4} = \dfrac{1.0353}{4} = 0.25882 \), matching \( \sin 15^\circ \) ✓ \( \frac{\sqrt{6} - \sqrt{2}}{4} \)

  7. Find \( \cos 75^\circ \) exactly.
    Show the full solution

    \( 75^\circ = 45^\circ + 30^\circ \), and the cosine sum formula uses a minus. \( \cos 75^\circ = \dfrac{\sqrt{2}}{2} \cdot \dfrac{\sqrt{3}}{2} - \dfrac{\sqrt{2}}{2} \cdot \dfrac{1}{2} = \dfrac{\sqrt{6} - \sqrt{2}}{4} \). Equal to \( \sin 15^\circ \), as complementary angles require ✓ Numerically 0.25882, matching \( \cos 75^\circ \) ✓ \( \frac{\sqrt{6} - \sqrt{2}}{4} \)

  8. Given \( \sin A = \dfrac{3}{5} \) in quadrant I and \( \cos B = \dfrac{5}{13} \) in quadrant I, find \( \sin(A + B) \).
    Show the full solution

    Find the missing values. In quadrant I both are positive. \( \cos A = \sqrt{1 - \dfrac{9}{25}} = \dfrac{4}{5} \). \( \sin B = \sqrt{1 - \dfrac{25}{169}} = \dfrac{12}{13} \). \( \sin(A + B) = \sin A\cos B + \cos A\sin B = \dfrac{3}{5} \cdot \dfrac{5}{13} + \dfrac{4}{5} \cdot \dfrac{12}{13} \) \( = \dfrac{15}{65} + \dfrac{48}{65} = \dfrac{63}{65} \). Check the size: \( \dfrac{63}{65} \approx 0.969 \), within \( [-1, 1] \) as required ✓ \( \frac{63}{65} \)

  9. Explain why \( \sin(A + B) \) is not \( \sin A + \sin B \), and what kind of error that would be.
    Show the full solution

    Because sine is not a linear function, and treating it as one is the linearity error this course names. What linearity would mean. A function \( f \) is linear in this sense when \( f(a + b) = f(a) + f(b) \) for every input. Very few functions have that property, and almost none of the ones in this course do. The same error in other clothing. \( \sqrt{a + b} \ne \sqrt{a} + \sqrt{b} \). \( (a + b)^2 \ne a^2 + b^2 \). \( \log(a + b) \ne \log a + \log b \). \( \dfrac{1}{a + b} \ne \dfrac{1}{a} + \dfrac{1}{b} \). All four are the identical mistake, and \( \sin(A+B) \ne \sin A + \sin B \) joins them. Why sine in particular fails. Sine is bounded between \( -1 \) and 1, while a sum of two sines can reach 2. So the claimed identity would require values outside sine's range, which is impossible. The counterexample that shows it. \( A = B = 90^\circ \) gives \( \sin 180^\circ = 0 \) on the left and \( 1 + 1 = 2 \) on the right. As far apart as the range permits. What the correct formula does instead. It mixes both functions of both angles. That mixing is unavoidable: knowing only \( \sin A \) and \( \sin B \) is not enough to determine \( \sin(A + B) \), since the cosines matter too and their signs depend on the quadrants. How to check any suspected identity. Substitute convenient values. Thirty seconds of arithmetic settles what memory cannot. Sine is not linear; this is the same error as \( \sqrt{a+b} = \sqrt a + \sqrt b \)

  10. Prove \( \cos(A - B) = \cos A\cos B + \sin A\sin B \) implies \( \cos(90^\circ - \theta) = \sin\theta \), and use the result to explain the "co" in cosine.
    Show the full solution

    Apply the formula with \( A = 90^\circ \) and \( B = \theta \). \[ \cos(90^\circ - \theta) = \cos 90^\circ\cos\theta + \sin 90^\circ\sin\theta \] Substitute the quadrantal values from lesson 9.2: \( \cos 90^\circ = 0 \) and \( \sin 90^\circ = 1 \). \[ = 0 \cdot \cos\theta + 1 \cdot \sin\theta = \sin\theta \] ✓ Verify at two angles. \( \theta = 30^\circ \): \( \cos 60^\circ = \dfrac{1}{2} \) and \( \sin 30^\circ = \dfrac{1}{2} \) ✓ \( \theta = 0^\circ \): \( \cos 90^\circ = 0 \) and \( \sin 0^\circ = 0 \) ✓ Derive the companion statement. Replacing \( \theta \) with \( 90^\circ - \theta \) in what was just proved: \( \cos\big(90^\circ - (90^\circ - \theta)\big) = \sin(90^\circ - \theta) \), so \( \cos\theta = \sin(90^\circ - \theta) \). The relationship runs both ways. What "co" means. It is short for complementary. The cosine of an angle is the sine of its complement, the angle that completes it to \( 90^\circ \). The name records the relationship. The same holds for the other pairs. \( \cot\theta = \tan(90^\circ - \theta) \) and \( \csc\theta = \sec(90^\circ - \theta) \). Every function beginning with "co" is its partner evaluated at the complement, which is why the six functions come in three pairs. Check one. \( \cot 30^\circ = \sqrt{3} \) and \( \tan 60^\circ = \sqrt{3} \) ✓ Where this appeared before. Geometry proved it for acute angles in a right triangle, where the two acute angles are complementary and one's opposite leg is the other's adjacent leg. The sum and difference formulas extend it to every angle, including obtuse and negative ones where no such triangle exists. Why the extension is worth having. The triangle argument stops at \( 90^\circ \). The formula version holds for all \( \theta \), so \( \cos(90^\circ - 200^\circ) = \cos(-110^\circ) = \sin 200^\circ \) is a legitimate statement that the triangle picture could not produce. Check: \( \cos(-110^\circ) = \cos 110^\circ = -0.34202 \) and \( \sin 200^\circ = -0.34202 \) ✓ Proved; "co" abbreviates complementary, and each co-function is its partner at the complementary angle

Lesson 10.4 · Unit 10

The sum formulas with both angles the same

Setting \( B = A \) in the sum formulas produces the double angle formulas, so nothing new has to be memorized. The cosine version has three equivalent forms, and choosing the right one for a given problem is most of the skill.

The method
  1. \( \sin 2\theta = 2\sin\theta\cos\theta \).
  2. \( \cos 2\theta = \cos^2\theta - \sin^2\theta \), the direct form.
  3. \( \cos 2\theta = 2\cos^2\theta - 1 \), useful when only the cosine is known.
  4. \( \cos 2\theta = 1 - 2\sin^2\theta \), useful when only the sine is known.
  5. \( \tan 2\theta = \dfrac{2\tan\theta}{1 - \tan^2\theta} \).
  6. The three cosine forms are equal, converted by the Pythagorean identity.
  7. Used backward, they collapse a squared expression into a function of double the angle.
  8. \( \sin 2\theta \ne 2\sin\theta \), which is the linearity error again.

Where students lose marks: writing \( \sin 2\theta = 2\sin\theta \). At \( \theta = 90^\circ \) that would give \( \sin 180^\circ = 2 \), outside sine's range entirely. The correct value is 0, and \( 2\sin 90^\circ\cos 90^\circ = 2(1)(0) = 0 \) ✓

Worked example

The problem. (a) Derive the sine and cosine double angle formulas. (b) Derive the other two cosine forms. (c) Given \( \sin\theta = \dfrac{3}{5} \) in quadrant I, find \( \sin 2\theta \), \( \cos 2\theta \) and \( \tan 2\theta \). (d) Simplify \( 1 - 2\sin^2 15^\circ \).

Step one: derive the sine formula in (a). Write \( 2\theta = \theta + \theta \) and apply the sum formula: \( \sin(\theta + \theta) = \sin\theta\cos\theta + \cos\theta\sin\theta \). The two terms are identical, so \( \sin 2\theta = 2\sin\theta\cos\theta \).

Step two: derive the cosine formula. \( \cos(\theta + \theta) = \cos\theta\cos\theta - \sin\theta\sin\theta \) \( = \cos^2\theta - \sin^2\theta \). Both derivations are one substitution, which is why these are not separate facts to memorize.

Step three: derive the second cosine form in (b). Start from \( \cos^2\theta - \sin^2\theta \) and replace \( \sin^2\theta \) with \( 1 - \cos^2\theta \): \( \cos^2\theta - (1 - \cos^2\theta) = 2\cos^2\theta - 1 \).

Step four: derive the third form. Instead replace \( \cos^2\theta \) with \( 1 - \sin^2\theta \): \( (1 - \sin^2\theta) - \sin^2\theta = 1 - 2\sin^2\theta \). All three are the same number, written using whichever function is available. Check at \( \theta = 30^\circ \), where \( \cos 60^\circ = \dfrac{1}{2} \): Form 1: \( \dfrac{3}{4} - \dfrac{1}{4} = \dfrac{1}{2} \) ✓ Form 2: \( 2\left( \dfrac{3}{4} \right) - 1 = \dfrac{1}{2} \) ✓ Form 3: \( 1 - 2\left( \dfrac{1}{4} \right) = \dfrac{1}{2} \) ✓

Step five: prepare (c). In quadrant I the cosine is positive: \( \cos\theta = \sqrt{1 - \dfrac{9}{25}} = \dfrac{4}{5} \).

Step six: compute \( \sin 2\theta \) and \( \cos 2\theta \). \( \sin 2\theta = 2\left( \dfrac{3}{5} \right)\left( \dfrac{4}{5} \right) = \dfrac{24}{25} \). \( \cos 2\theta = 1 - 2\left( \dfrac{9}{25} \right) = 1 - \dfrac{18}{25} = \dfrac{7}{25} \). The third form was the convenient one since the sine was given, though all three agree: \( \dfrac{16}{25} - \dfrac{9}{25} = \dfrac{7}{25} \) ✓

Step seven: compute \( \tan 2\theta \) and check. \( \tan 2\theta = \dfrac{\sin 2\theta}{\cos 2\theta} = \dfrac{24/25}{7/25} = \dfrac{24}{7} \). Check with the tangent formula: \( \tan\theta = \dfrac{3}{4} \), so \( \tan 2\theta = \dfrac{2(3/4)}{1 - 9/16} = \dfrac{3/2}{7/16} = \dfrac{3}{2} \cdot \dfrac{16}{7} = \dfrac{24}{7} \) ✓ Check the Pythagorean identity on the doubled angle: \( \left( \dfrac{24}{25} \right)^2 + \left( \dfrac{7}{25} \right)^2 = \dfrac{576 + 49}{625} = 1 \) ✓

Step eight: recognize the pattern in (d). The expression \( 1 - 2\sin^2 15^\circ \) is exactly the third cosine form with \( \theta = 15^\circ \). So it equals \( \cos(2 \times 15^\circ) = \cos 30^\circ = \dfrac{\sqrt{3}}{2} \). Verify: \( \sin 15^\circ \approx 0.25882 \), so \( 1 - 2(0.066987) = 1 - 0.133975 = 0.866025 \), and \( \dfrac{\sqrt{3}}{2} \approx 0.866025 \) ✓ Running the formula backward is what turns a messy expression into a known value, and the signal to look for is a squared trigonometric function paired with the constant 1 or 2. Lesson 10.5 uses the same move to reduce equations with two different angles to equations with one.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. State \( \sin 2\theta \).
    Show the full solution

    \( 2\sin\theta\cos\theta \)

  2. Simplify \( 2\cos^2\theta - 1 \).
    Show the full solution

    \( \cos 2\theta \)

  3. Simplify \( 2\sin 20^\circ\cos 20^\circ \).
    Show the full solution

    \( \sin 40^\circ \). \( \sin 40^\circ \)

  4. Does \( \cos 2\theta = 2\cos\theta \)?
    Show the full solution

    No

  5. How many equivalent forms does the cosine double angle formula have?
    Show the full solution

    Three

  6. Given \( \cos\theta = \dfrac{5}{13} \) in quadrant I, find \( \cos 2\theta \).
    Show the full solution

    Use the form needing only the cosine: \( \cos 2\theta = 2\cos^2\theta - 1 = 2\left( \dfrac{25}{169} \right) - 1 = \dfrac{50}{169} - \dfrac{169}{169} = -\dfrac{119}{169} \). Negative, which makes sense: \( \cos\theta = \dfrac{5}{13} \approx 0.385 \) means \( \theta \approx 67.4^\circ \), so \( 2\theta \approx 134.8^\circ \) is in quadrant II where cosine is negative ✓ \( -\frac{119}{169} \)

  7. Simplify \( \cos^2 25^\circ - \sin^2 25^\circ \).
    Show the full solution

    This is the first cosine form with \( \theta = 25^\circ \). \( = \cos 50^\circ \approx 0.64279 \). Check: \( \cos^2 25^\circ = 0.82139 \), \( \sin^2 25^\circ = 0.17861 \), difference \( 0.64279 \) ✓ \( \cos 50^\circ \)

  8. Given \( \tan\theta = 2 \), find \( \tan 2\theta \).
    Show the full solution

    \( \tan 2\theta = \dfrac{2(2)}{1 - 4} = \dfrac{4}{-3} = -\dfrac{4}{3} \). Check independently. \( \tan\theta = 2 \) puts \( \theta \) on the line \( y = 2x \), so take the point \( (1, 2) \) with \( r = \sqrt{5} \). \( \sin\theta = \dfrac{2}{\sqrt{5}} \), \( \cos\theta = \dfrac{1}{\sqrt{5}} \). \( \sin 2\theta = 2 \cdot \dfrac{2}{\sqrt{5}} \cdot \dfrac{1}{\sqrt{5}} = \dfrac{4}{5} \). \( \cos 2\theta = \dfrac{1}{5} - \dfrac{4}{5} = -\dfrac{3}{5} \). \( \tan 2\theta = \dfrac{4/5}{-3/5} = -\dfrac{4}{3} \) ✓ \( -\frac{4}{3} \)

  9. Explain why the cosine double angle formula has three forms but the sine has one.
    Show the full solution

    Because the cosine formula is a difference of two squares, and the Pythagorean identity can eliminate either one of them, while the sine formula is a product with no square to replace. The cosine case. The direct form \( \cos 2\theta = \cos^2\theta - \sin^2\theta \) contains both squares. The identity \( \sin^2\theta + \cos^2\theta = 1 \) lets either be written in terms of the other, so there are three possibilities: keep both, eliminate the sine, or eliminate the cosine. The sine case. \( \sin 2\theta = 2\sin\theta\cos\theta \) has one factor of each, not squares. The Pythagorean identity relates the squares, so it cannot replace a single factor. There is nothing to substitute. Why the three cosine forms matter practically. A problem giving only the cosine uses \( 2\cos^2\theta - 1 \) with no extra work. A problem giving only the sine uses \( 1 - 2\sin^2\theta \). Using the wrong form forces finding the other function first, which means a square root and a sign decision that the right form avoids entirely. Where each earns its place elsewhere. Rearranged, the second and third forms become \( \cos^2\theta = \dfrac{1 + \cos 2\theta}{2} \) and \( \sin^2\theta = \dfrac{1 - \cos 2\theta}{2} \). These power reducing formulas turn a squared function into a first-power one, which is essential in calculus for integrating \( \sin^2 x \). The cosine form is a difference of squares that the Pythagorean identity can rewrite two ways; the sine form is a product with no square to replace

  10. Given \( \sin\theta = -\dfrac{8}{17} \) with \( \theta \) in quadrant III, find \( \sin 2\theta \) and \( \cos 2\theta \), and state which quadrant \( 2\theta \) is in.
    Show the full solution

    Find the cosine. \( \cos^2\theta = 1 - \dfrac{64}{289} = \dfrac{225}{289} \). \( \cos\theta = \pm\dfrac{15}{17} \), and quadrant III has \( x \lt 0 \), so \( \cos\theta = -\dfrac{15}{17} \). Compute \( \sin 2\theta \). \( 2\left( -\dfrac{8}{17} \right)\left( -\dfrac{15}{17} \right) = \dfrac{240}{289} \). Positive, since both factors were negative. Compute \( \cos 2\theta \). Use the form with the known sine: \( 1 - 2\left( \dfrac{64}{289} \right) = 1 - \dfrac{128}{289} = \dfrac{161}{289} \). Verify with a second form. \( \cos^2\theta - \sin^2\theta = \dfrac{225 - 64}{289} = \dfrac{161}{289} \) ✓ Verify with the Pythagorean identity. \( \left( \dfrac{240}{289} \right)^2 + \left( \dfrac{161}{289} \right)^2 = \dfrac{57600 + 25921}{83521} = \dfrac{83521}{83521} = 1 \) ✓ Determine the quadrant of \( 2\theta \). Both \( \sin 2\theta \) and \( \cos 2\theta \) are positive, so \( 2\theta \) is in quadrant I. Confirm by estimating the angle. \( \sin\theta = -\dfrac{8}{17} \approx -0.4706 \) with \( \theta \) in quadrant III means \( \theta \approx 180^\circ + 28.07^\circ = 208.07^\circ \). So \( 2\theta \approx 416.14^\circ \), which is coterminal with \( 416.14 - 360 = 56.14^\circ \). Quadrant I ✓ Check the values against that angle. \( \sin 56.14^\circ \approx 0.8304 \) and \( \dfrac{240}{289} \approx 0.8304 \) ✓ \( \cos 56.14^\circ \approx 0.5571 \) and \( \dfrac{161}{289} \approx 0.5571 \) ✓ The point worth taking. Doubling an angle in quadrant III can land it anywhere, since \( 2\theta \) ranges over \( 360^\circ \) to \( 540^\circ \), which sweeps through every quadrant. So the quadrant of \( 2\theta \) must be read off the computed signs rather than guessed from the quadrant of \( \theta \). A related caution. Knowing \( \theta \) is in quadrant III fixes the signs of \( \sin\theta \) and \( \cos\theta \), which is what the problem needed. It does not fix the signs of the doubled values, and assuming it does is a common error. \( \sin 2\theta = \frac{240}{289} \), \( \cos 2\theta = \frac{161}{289} \), and \( 2\theta \) is in quadrant I

Lesson 10.5 · Unit 10 · F-TF.7

Infinitely many solutions, described by a formula

Because the functions repeat, a trigonometric equation with any solution has infinitely many. The work is finding the ones in a single revolution and then describing the rest, and every algebraic technique from earlier units reappears here.

The method
  1. Isolate the trigonometric function as far as possible.
  2. Find the reference angle from the absolute value of the result.
  3. Place it in the quadrants where the function has the required sign.
  4. That gives the solutions in \( [0, 2\pi) \); there are usually two.
  5. For the general solution, add \( 2\pi n \) to each, with \( n \) any integer.
  6. Tangent equations add \( \pi n \) instead, since tangent repeats every \( \pi \).
  7. Factor when the equation is quadratic in one function, then solve each factor.
  8. Use an identity first when two different angles or two different functions appear.

Where students lose marks: giving only the reference angle. \( \sin\theta = \dfrac{1}{2} \) has two solutions in \( [0, 2\pi) \), namely \( \dfrac{\pi}{6} \) and \( \dfrac{5\pi}{6} \). Reporting only the first misses half the answer, and a calculator's inverse function returns only that one.

Worked example

The problem. Solve on \( [0, 2\pi) \) unless stated otherwise. (a) \( 2\sin\theta - 1 = 0 \), and give the general solution. (b) \( 2\cos^2\theta + \cos\theta - 1 = 0 \). (c) \( \sin 2\theta = \sin\theta \). (d) \( \cos\theta - \sin\theta = 1 \).

Step one: isolate and solve (a). \( 2\sin\theta = 1 \), so \( \sin\theta = \dfrac{1}{2} \). Reference angle: \( \dfrac{\pi}{6} \), since \( \sin\dfrac{\pi}{6} = \dfrac{1}{2} \). Sine is positive in quadrants I and II. Quadrant I: \( \dfrac{\pi}{6} \). Quadrant II: \( \pi - \dfrac{\pi}{6} = \dfrac{5\pi}{6} \).

Step two: give the general solution for (a). Adding any whole number of revolutions preserves a solution: \( \theta = \dfrac{\pi}{6} + 2\pi n \) or \( \theta = \dfrac{5\pi}{6} + 2\pi n \), for every integer \( n \). Check \( n = 1 \) on the first: \( \dfrac{13\pi}{6} \), coterminal with \( \dfrac{\pi}{6} \) ✓

Step three: factor (b). The equation is quadratic in \( \cos\theta \). Substituting \( u = \cos\theta \) gives \( 2u^2 + u - 1 = 0 \), which factors as \( (2u - 1)(u + 1) = 0 \). So \( (2\cos\theta - 1)(\cos\theta + 1) = 0 \).

Step four: solve each factor for (b). \( \cos\theta = \dfrac{1}{2} \): reference angle \( \dfrac{\pi}{3} \), cosine positive in quadrants I and IV, giving \( \dfrac{\pi}{3} \) and \( \dfrac{5\pi}{3} \). \( \cos\theta = -1 \): this is a quadrantal value, giving \( \theta = \pi \). Solutions: \( \dfrac{\pi}{3} \), \( \pi \), \( \dfrac{5\pi}{3} \). Check \( \theta = \pi \): \( 2(1) + (-1) - 1 = 0 \) ✓

Step five: use an identity on (c). Two different angles appear, so reduce to one with the double angle formula: \( 2\sin\theta\cos\theta = \sin\theta \). Do not divide by \( \sin\theta \), which would discard every solution where it is zero. Move everything to one side and factor instead: \( 2\sin\theta\cos\theta - \sin\theta = 0 \), so \( \sin\theta(2\cos\theta - 1) = 0 \).

Step six: solve each factor for (c). \( \sin\theta = 0 \): \( \theta = 0 \) and \( \pi \). \( \cos\theta = \dfrac{1}{2} \): \( \theta = \dfrac{\pi}{3} \) and \( \dfrac{5\pi}{3} \). Four solutions: \( 0, \dfrac{\pi}{3}, \pi, \dfrac{5\pi}{3} \). Check \( \theta = \dfrac{\pi}{3} \): \( \sin\dfrac{2\pi}{3} = \dfrac{\sqrt{3}}{2} \) and \( \sin\dfrac{\pi}{3} = \dfrac{\sqrt{3}}{2} \) ✓ Dividing would have lost \( 0 \) and \( \pi \), which is the same hazard as dividing by a variable in unit 2.

Step seven: square (d), carefully. Two different functions appear with no common factor, so square both sides: \( (\cos\theta - \sin\theta)^2 = 1 \) \( \cos^2\theta - 2\sin\theta\cos\theta + \sin^2\theta = 1 \). The squares total 1 by the Pythagorean identity: \( 1 - 2\sin\theta\cos\theta = 1 \), so \( \sin\theta\cos\theta = 0 \). Candidates: \( \sin\theta = 0 \) gives \( 0 \) and \( \pi \); \( \cos\theta = 0 \) gives \( \dfrac{\pi}{2} \) and \( \dfrac{3\pi}{2} \).

Step eight: check every candidate in the original. \( \theta = 0 \): \( 1 - 0 = 1 \) ✓ genuine. \( \theta = \dfrac{\pi}{2} \): \( 0 - 1 = -1 \ne 1 \). Extraneous. \( \theta = \pi \): \( -1 - 0 = -1 \ne 1 \). Extraneous. \( \theta = \dfrac{3\pi}{2} \): \( 0 - (-1) = 1 \) ✓ genuine. Solutions: \( 0 \) and \( \dfrac{3\pi}{2} \). Squaring created two false solutions, exactly as in lesson 5.5, because it discards the sign information the original equation carried. The check is not optional here; half the candidates fail it.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Solve on \( [0, 2\pi) \) unless told otherwise.

  1. Solve \( \sin\theta = 0 \).
    Show the full solution

    \( 0 \) and \( \pi \)

  2. Solve \( \cos\theta = 1 \).
    Show the full solution

    \( 0 \)

  3. Solve \( \sin\theta = 1 \).
    Show the full solution

    \( \frac{\pi}{2} \)

  4. Solve \( 2\cos\theta = 1 \).
    Show the full solution

    \( \cos\theta = \dfrac{1}{2} \). \( \frac{\pi}{3} \) and \( \frac{5\pi}{3} \)

  5. By how much does a tangent equation's general solution increment?
    Show the full solution

    \( \pi n \)

  6. Solve \( 2\sin\theta + \sqrt{3} = 0 \).
    Show the full solution

    \( \sin\theta = -\dfrac{\sqrt{3}}{2} \). Reference angle \( \dfrac{\pi}{3} \). Sine is negative in quadrants III and IV. Quadrant III: \( \pi + \dfrac{\pi}{3} = \dfrac{4\pi}{3} \). Quadrant IV: \( 2\pi - \dfrac{\pi}{3} = \dfrac{5\pi}{3} \). Check \( \dfrac{4\pi}{3} \): \( 2\left( -\dfrac{\sqrt{3}}{2} \right) + \sqrt{3} = 0 \) ✓ \( \frac{4\pi}{3} \) and \( \frac{5\pi}{3} \)

  7. Solve \( \tan\theta = 1 \) and give the general solution.
    Show the full solution

    Reference angle \( \dfrac{\pi}{4} \). Tangent is positive in quadrants I and III. Quadrant I: \( \dfrac{\pi}{4} \). Quadrant III: \( \dfrac{5\pi}{4} \). Those differ by exactly \( \pi \), so the general solution collapses to one family: \( \theta = \dfrac{\pi}{4} + \pi n \). Tangent's period is \( \pi \), as lesson 9.3's practice showed, which is why its general solution needs only one term where sine and cosine need two. \( \frac{\pi}{4} \) and \( \frac{5\pi}{4} \); in general \( \frac{\pi}{4} + \pi n \)

  8. Solve \( 2\sin^2\theta - \sin\theta - 1 = 0 \).
    Show the full solution

    Quadratic in \( \sin\theta \). Factor: \( (2\sin\theta + 1)(\sin\theta - 1) = 0 \). Check the factoring: \( 2\sin^2\theta - 2\sin\theta + \sin\theta - 1 = 2\sin^2\theta - \sin\theta - 1 \) ✓ \( \sin\theta = -\dfrac{1}{2} \): reference \( \dfrac{\pi}{6} \), quadrants III and IV, giving \( \dfrac{7\pi}{6} \) and \( \dfrac{11\pi}{6} \). \( \sin\theta = 1 \): \( \theta = \dfrac{\pi}{2} \). \( \frac{\pi}{2} \), \( \frac{7\pi}{6} \), \( \frac{11\pi}{6} \)

  9. Explain why a trigonometric equation has infinitely many solutions and why dividing by a trigonometric function is dangerous.
    Show the full solution

    On the infinitely many solutions. The functions are periodic, so coterminal angles give identical values. If \( \theta_0 \) works, so does \( \theta_0 + 2\pi \), and \( \theta_0 + 4\pi \), and every \( \theta_0 + 2\pi n \). Why a finite answer is still meaningful. Every solution is coterminal with one in \( [0, 2\pi) \), so listing those and adding \( 2\pi n \) describes the entire infinite set compactly. Nothing is lost. The tangent exception. Tangent repeats every \( \pi \), so its solutions come in families spaced \( \pi \) apart rather than \( 2\pi \). Using \( 2\pi n \) for a tangent equation lists only half the solutions. On dividing. Dividing by \( \sin\theta \) is legal only where \( \sin\theta \ne 0 \). Every angle where it is zero gets silently removed from consideration, and those angles may well be solutions. A concrete loss. In \( \sin 2\theta = \sin\theta \), dividing by \( \sin\theta \) gives \( 2\cos\theta = 1 \), whose solutions are \( \dfrac{\pi}{3} \) and \( \dfrac{5\pi}{3} \). The genuine solutions \( 0 \) and \( \pi \) have vanished. The safe alternative. Move everything to one side and factor. Each factor set to zero is then solved separately, and no case is discarded. The contrast with squaring. Dividing loses solutions; squaring adds false ones. Losing is worse, because a check cannot recover what was never found, while a check does remove what squaring added. Periodicity repeats every solution infinitely often; dividing discards the angles where the divisor is zero, and those may be solutions

  10. Solve \( \cos 2\theta + 3\cos\theta = 1 \) on \( [0, 2\pi) \).
    Show the full solution

    Reduce to one angle. The equation mixes \( 2\theta \) and \( \theta \), so use a double angle formula. Since the other term involves cosine, choose the form written in cosine: \( \cos 2\theta = 2\cos^2\theta - 1 \). Substitute. \( 2\cos^2\theta - 1 + 3\cos\theta = 1 \). \( 2\cos^2\theta + 3\cos\theta - 2 = 0 \). Factor as a quadratic in \( \cos\theta \). Looking for factors of \( 2 \times (-2) = -4 \) adding to 3: those are 4 and \( -1 \). \( 2\cos^2\theta + 4\cos\theta - \cos\theta - 2 = 0 \) \( 2\cos\theta(\cos\theta + 2) - 1(\cos\theta + 2) = 0 \) \( (2\cos\theta - 1)(\cos\theta + 2) = 0 \). Solve each factor. \( \cos\theta + 2 = 0 \) gives \( \cos\theta = -2 \). No solution, since cosine never leaves \( [-1, 1] \). This is a genuine rejection on range grounds, not an extraneous root. \( 2\cos\theta - 1 = 0 \) gives \( \cos\theta = \dfrac{1}{2} \). Reference angle \( \dfrac{\pi}{3} \), cosine positive in quadrants I and IV: \( \theta = \dfrac{\pi}{3} \) and \( \dfrac{5\pi}{3} \). Check \( \theta = \dfrac{\pi}{3} \). \( \cos\dfrac{2\pi}{3} = -\dfrac{1}{2} \). \( 3\cos\dfrac{\pi}{3} = 3\left( \dfrac{1}{2} \right) = \dfrac{3}{2} \). Sum: \( -\dfrac{1}{2} + \dfrac{3}{2} = 1 \) ✓ Check \( \theta = \dfrac{5\pi}{3} \). \( 2\theta = \dfrac{10\pi}{3} \), coterminal with \( \dfrac{10\pi}{3} - 2\pi = \dfrac{4\pi}{3} \), and \( \cos\dfrac{4\pi}{3} = -\dfrac{1}{2} \). \( 3\cos\dfrac{5\pi}{3} = 3\left( \dfrac{1}{2} \right) = \dfrac{3}{2} \). Sum: 1 ✓ Why the cosine form of the double angle was the right choice. The equation's other term was \( 3\cos\theta \). Using \( 1 - 2\sin^2\theta \) instead would have produced an equation in both functions, requiring another substitution. Matching the form to what is already present is what keeps the problem to one variable. Why \( \cos\theta = -2 \) is rejected differently from an extraneous root. An extraneous root satisfies a transformed equation but not the original. Here \( -2 \) satisfies the factored quadratic, but no angle has that cosine at all, so there is no candidate \( \theta \) to test. The rejection happens before any angle is named. \( \frac{\pi}{3} \) and \( \frac{5\pi}{3} \)

Lesson 10.6 · Unit 10 · F-BF.4

Undoing a function that is nowhere one-to-one

Lesson 1.7 required a function to be one-to-one before it could have an inverse. Sine fails badly, taking the value \( \dfrac{1}{2} \) at infinitely many angles. The solution is to restrict the domain to a stretch where it is one-to-one, and the choice of stretch is what makes a calculator's answers look surprising.

The method
  1. \( \arcsin \) has domain \( [-1, 1] \) and range \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \), quadrants IV and I.
  2. \( \arccos \) has domain \( [-1, 1] \) and range \( [0, \pi] \), quadrants I and II.
  3. \( \arctan \) has domain all reals and range \( \left( -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right) \).
  4. The notation \( \sin^{-1} \) means the inverse, not the reciprocal. The reciprocal is \( \csc \).
  5. An inverse returns exactly one angle, the one inside the restricted range.
  6. \( \sin(\arcsin x) = x \) for \( x \) in \( [-1, 1] \), with no exceptions.
  7. \( \arcsin(\sin\theta) = \theta \) only when \( \theta \) is in the restricted range.
  8. For a composition like \( \cos(\arcsin x) \), draw the triangle or use the Pythagorean identity.

Where students lose marks: expecting \( \arcsin\left( \sin\dfrac{5\pi}{6} \right) = \dfrac{5\pi}{6} \). Since \( \sin\dfrac{5\pi}{6} = \dfrac{1}{2} \), the answer is \( \arcsin\dfrac{1}{2} = \dfrac{\pi}{6} \). The inverse must return a value in its range, and \( \dfrac{5\pi}{6} \) is not in it.

Worked example

The problem. (a) Explain why the domains must be restricted, and why these particular ranges. (b) Evaluate \( \arcsin\dfrac{1}{2} \), \( \arccos\left( -\dfrac{1}{2} \right) \) and \( \arctan(-1) \). (c) Evaluate \( \arcsin\left( \sin\dfrac{5\pi}{6} \right) \). (d) Evaluate \( \cos\left( \arcsin\dfrac{3}{5} \right) \) and \( \tan\left( \arccos\left( -\dfrac{5}{13} \right) \right) \).

Step one: state the problem in (a). A function has an inverse only if it is one-to-one, so that each output comes from exactly one input. Sine takes the value \( \dfrac{1}{2} \) at \( \dfrac{\pi}{6} \), \( \dfrac{5\pi}{6} \), \( \dfrac{13\pi}{6} \) and infinitely many others. Asking "which angle has sine \( \dfrac{1}{2} \)?" has no single answer, so no inverse function exists.

Step two: state the fix. Restrict the domain to an interval on which sine is one-to-one, and define the inverse only there. On \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \), sine rises steadily from \( -1 \) to 1, hitting each value exactly once. So the inverse is well defined on that stretch.

Step three: explain the particular choices. The interval must be one where the function is one-to-one and covers the full range from \( -1 \) to 1. Many intervals qualify; the conventional ones are chosen to sit as close to zero as possible and to include the familiar acute angles. For cosine, \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \) would not work, since cosine is not one-to-one there: \( \cos\left( -\dfrac{\pi}{3} \right) = \cos\dfrac{\pi}{3} \). The interval \( [0, \pi] \) is used instead, where cosine falls steadily from 1 to \( -1 \). That is why arcsine and arccosine have different ranges, which is otherwise an arbitrary-looking asymmetry.

Step four: evaluate (b). \( \arcsin\dfrac{1}{2} \): which angle in \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \) has sine \( \dfrac{1}{2} \)? \( \dfrac{\pi}{6} \). \( \arccos\left( -\dfrac{1}{2} \right) \): which angle in \( [0, \pi] \) has cosine \( -\dfrac{1}{2} \)? Reference angle \( \dfrac{\pi}{3} \) in quadrant II, so \( \dfrac{2\pi}{3} \). \( \arctan(-1) \): which angle in \( \left( -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right) \) has tangent \( -1 \)? \( -\dfrac{\pi}{4} \). Each answer is a single angle, not a family, because the range permits only one.

Step five: evaluate (c) carefully. Work from the inside out. \( \sin\dfrac{5\pi}{6} = \dfrac{1}{2} \), since \( \dfrac{5\pi}{6} \) is in quadrant II with reference angle \( \dfrac{\pi}{6} \). Then \( \arcsin\dfrac{1}{2} = \dfrac{\pi}{6} \). So the answer is \( \dfrac{\pi}{6} \), not \( \dfrac{5\pi}{6} \). The composition did not return the original angle because \( \dfrac{5\pi}{6} \) is outside arcsine's range. Arcsine returned the angle in its range with the same sine.

Step six: evaluate the first part of (d). Let \( \theta = \arcsin\dfrac{3}{5} \), so \( \sin\theta = \dfrac{3}{5} \) with \( \theta \) in \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \). Since the sine is positive, \( \theta \) is in quadrant I, where cosine is positive. \( \cos\theta = \sqrt{1 - \dfrac{9}{25}} = \dfrac{4}{5} \). Answer: \( \dfrac{4}{5} \). The triangle picture: opposite 3, hypotenuse 5, so the adjacent leg is 4 by the Pythagorean theorem, and the cosine is \( \dfrac{4}{5} \).

Step seven: evaluate the second part of (d). Let \( \theta = \arccos\left( -\dfrac{5}{13} \right) \), so \( \cos\theta = -\dfrac{5}{13} \) with \( \theta \) in \( [0, \pi] \). A negative cosine in that range puts \( \theta \) in quadrant II, where sine is positive. \( \sin\theta = \sqrt{1 - \dfrac{25}{169}} = \sqrt{\dfrac{144}{169}} = \dfrac{12}{13} \). \( \tan\theta = \dfrac{12/13}{-5/13} = -\dfrac{12}{5} \).

Step eight: note where the sign decision came from. The sine had to be positive, and nothing in the problem said so directly. It followed from arccosine's range being \( [0, \pi] \), which lies entirely above the \( x \)-axis where \( y \ge 0 \). That is the whole reason the ranges must be known, rather than merely the values. Every composition problem involves a sign choice, and the range is what settles it. A check on the answer's plausibility. \( \cos\theta = -\dfrac{5}{13} \approx -0.385 \) means \( \theta \approx 112.6^\circ \), in quadrant II where tangent is negative. The answer \( -\dfrac{12}{5} = -2.4 \) is negative ✓ And \( \tan 112.6^\circ \approx -2.400 \) ✓

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Evaluate \( \arcsin 0 \).
    Show the full solution

    0

  2. Evaluate \( \arccos 1 \).
    Show the full solution

    0

  3. Evaluate \( \arctan 1 \).
    Show the full solution

    \( \frac{\pi}{4} \)

  4. Give the range of \( \arccos \).
    Show the full solution

    \( [0, \pi] \)

  5. Does \( \sin^{-1}x \) mean \( \dfrac{1}{\sin x} \)?
    Show the full solution

    No, it means the inverse function

  6. Evaluate \( \arcsin\left( -\dfrac{\sqrt{3}}{2} \right) \).
    Show the full solution

    Which angle in \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \) has sine \( -\dfrac{\sqrt{3}}{2} \)? Reference angle \( \dfrac{\pi}{3} \), and a negative sine within the range means a negative angle. \( -\dfrac{\pi}{3} \). Check: \( \sin\left( -\dfrac{\pi}{3} \right) = -\dfrac{\sqrt{3}}{2} \) ✓ and \( -\dfrac{\pi}{3} \) is in the range ✓ \( -\frac{\pi}{3} \)

  7. Evaluate \( \arccos\left( \cos\dfrac{7\pi}{6} \right) \).
    Show the full solution

    Inside first: \( \cos\dfrac{7\pi}{6} = -\dfrac{\sqrt{3}}{2} \), since \( \dfrac{7\pi}{6} \) is in quadrant III with reference angle \( \dfrac{\pi}{6} \). Then \( \arccos\left( -\dfrac{\sqrt{3}}{2} \right) \) asks for the angle in \( [0, \pi] \) with that cosine: quadrant II, reference \( \dfrac{\pi}{6} \), so \( \dfrac{5\pi}{6} \). Not \( \dfrac{7\pi}{6} \), which is outside arccosine's range. \( \frac{5\pi}{6} \)

  8. Evaluate \( \sin\left( \arctan\dfrac{4}{3} \right) \).
    Show the full solution

    Let \( \theta = \arctan\dfrac{4}{3} \), so \( \tan\theta = \dfrac{4}{3} \) with \( \theta \) in \( \left( -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right) \). A positive tangent within that range puts \( \theta \) in quadrant I. Triangle: opposite 4, adjacent 3, so the hypotenuse is \( \sqrt{9 + 16} = 5 \). \( \sin\theta = \dfrac{4}{5} \). Check: \( \tan\theta = \dfrac{4/5}{3/5} = \dfrac{4}{3} \) ✓ \( \frac{4}{5} \)

  9. Explain why \( \arcsin \) and \( \arccos \) have different ranges.
    Show the full solution

    Because each range must be an interval on which its own function is one-to-one and covers every output from \( -1 \) to 1, and the two functions achieve that on different intervals. Sine's requirement. On \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \), sine increases steadily from \( -1 \) to 1, so every value in \( [-1, 1] \) is taken exactly once. Why that interval fails for cosine. Cosine is even, so \( \cos(-x) = \cos x \). On a symmetric interval about zero it takes every value twice, except at zero itself. It is not one-to-one there. Cosine's interval. On \( [0, \pi] \), cosine decreases steadily from 1 to \( -1 \), taking each value once. That is why arccosine's range starts at 0. The underlying reason for the asymmetry. Sine is odd and cosine is even. An odd function is naturally one-to-one on an interval centered at zero; an even function never is. The ranges differ because the symmetries differ. The practical consequence. Arcsine returns angles in quadrants IV and I, so its output is negative for negative inputs. Arccosine returns angles in quadrants I and II, so its output is always between 0 and \( \pi \) and never negative. \( \arcsin(-0.5) = -\dfrac{\pi}{6} \) while \( \arccos(-0.5) = \dfrac{2\pi}{3} \). Why the choice is conventional but not arbitrary. Other intervals would work: \( \left[ \dfrac{\pi}{2}, \dfrac{3\pi}{2} \right] \) makes sine one-to-one too. The standard choices are the ones nearest zero that satisfy the requirement, and universal agreement on them is what lets a calculator's answer mean something definite. Sine is odd and one-to-one on an interval centered at zero; cosine is even and needs an interval on one side of it

  10. A ladder leans against a wall, reaching 12 feet up, with its base 5 feet from the wall. Find the angle with the ground exactly and approximately, and explain why the inverse function gives an unambiguous answer here.
    Show the full solution

    Set up. The ladder, the wall and the ground form a right triangle with the wall as the opposite side and the ground as the adjacent side, relative to the angle \( \theta \) at the base. Choose the function. Both legs are known and the hypotenuse is not, so tangent is the one that uses exactly what is given. \( \tan\theta = \dfrac{12}{5} = 2.4 \). Apply the inverse. \( \theta = \arctan 2.4 \). Find the value. \( \arctan 2.4 \approx 1.1760 \) radians. In degrees: \( 1.1760 \times \dfrac{180}{\pi} \approx 67.38^\circ \). Check. \( \tan 67.38^\circ \approx 2.400 \) ✓ A second check using a different function. The ladder's length is \( \sqrt{25 + 144} = 13 \) feet, so \( \sin\theta = \dfrac{12}{13} \approx 0.9231 \), and \( \arcsin 0.9231 \approx 67.38^\circ \) ✓ Two routes agreeing. Note the 5-12-13 triple, which is why the hypotenuse came out whole. Why the answer is unambiguous. The angle is a physical angle at the base of a ladder, so it must be between \( 0^\circ \) and \( 90^\circ \). That interval sits entirely inside arctangent's range, so the single value the inverse returns is the one the situation requires. No quadrant reasoning is needed. Contrast with an equation. Solving \( \tan\theta = 2.4 \) as an equation on \( [0, 2\pi) \) would give two answers, \( 1.1760 \) and \( 1.1760 + \pi \approx 4.3176 \) radians, since tangent is positive in quadrants I and III. The second is about \( 247.4^\circ \), which no ladder makes with the ground. The general principle. An inverse function returns one value by design. Whether that value is the answer depends on whether the situation's own constraints match the function's range. In right triangle problems they always do, since acute angles sit inside every inverse's range. In equations without such constraints, all solutions must be found separately, which is lesson 10.5's work. Why this matters for reading a calculator. A calculator applies the inverse function, so it returns one angle. Treating that as the only solution to an equation is the error; treating it as the answer to a triangle question is correct. \( \theta = \arctan\frac{12}{5} \approx 67.4^\circ \), unambiguous because a physical acute angle lies inside arctangent's range

Unit 10 mixed review · 10 problems · all topics

Unit 10: Trigonometric Identities and Equations

Read each instruction carefully. "Prove" and "solve" are different tasks with different rules, and mixing them up is the single most costly error in this unit.

  1. Simplify \( \sin^2\theta + \cos^2\theta \).
    Show the full solution

    1

  2. Simplify \( 1 + \tan^2\theta \).
    Show the full solution

    \( \sec^2\theta \)

  3. State \( \sin 2\theta \).
    Show the full solution

    \( 2\sin\theta\cos\theta \)

  4. Evaluate \( \arcsin \dfrac{1}{2} \).
    Show the full solution

    \( \frac{\pi}{6} \)

  5. Give the range of \( \arctan \).
    Show the full solution

    \( \left( -\frac{\pi}{2}, \frac{\pi}{2} \right) \)

  6. Solve \( 2\cos\theta + 1 = 0 \) on \( [0, 2\pi) \).
    Show the full solution

    \( \cos\theta = -\dfrac{1}{2} \). Reference angle \( \dfrac{\pi}{3} \), cosine negative in quadrants II and III. \( \pi - \dfrac{\pi}{3} = \dfrac{2\pi}{3} \) and \( \pi + \dfrac{\pi}{3} = \dfrac{4\pi}{3} \). \( \frac{2\pi}{3} \) and \( \frac{4\pi}{3} \)

  7. Given \( \sin\theta = \dfrac{1}{3} \), find \( \cos 2\theta \).
    Show the full solution

    Use the form needing only the sine: \( \cos 2\theta = 1 - 2\sin^2\theta = 1 - 2\left( \dfrac{1}{9} \right) = 1 - \dfrac{2}{9} = \dfrac{7}{9} \). No quadrant information was needed, because that form uses the sine squared, which is the same whichever sign the cosine has. \( \frac{7}{9} \)

  8. Prove \( \tan\theta\csc\theta = \sec\theta \).
    Show the full solution

    Start from the left and convert to sine and cosine. \( \dfrac{\sin\theta}{\cos\theta} \cdot \dfrac{1}{\sin\theta} \). The sines cancel: \( \dfrac{1}{\cos\theta} = \sec\theta \) ✓ Valid where \( \sin\theta \ne 0 \) and \( \cos\theta \ne 0 \). Only the left side was operated on, which is what a proof requires. Proved

  9. Find \( \sin 105^\circ \) exactly.
    Show the full solution

    \( 105^\circ = 60^\circ + 45^\circ \). \( \sin 105^\circ = \sin 60^\circ\cos 45^\circ + \cos 60^\circ\sin 45^\circ \) \( = \dfrac{\sqrt{3}}{2} \cdot \dfrac{\sqrt{2}}{2} + \dfrac{1}{2} \cdot \dfrac{\sqrt{2}}{2} = \dfrac{\sqrt{6} + \sqrt{2}}{4} \). Numerically: \( \dfrac{2.4495 + 1.4142}{4} = 0.96593 \), matching \( \sin 105^\circ \) ✓ Equal to \( \cos 15^\circ \), as complementary angles require. \( \frac{\sqrt{6} + \sqrt{2}}{4} \)

  10. Solve \( 2\sin^2\theta - \sin\theta - 1 = 0 \) on \( [0, 2\pi) \), and give the general solution.
    Show the full solution

    Recognize the structure. This is quadratic in \( \sin\theta \), so factor as if \( \sin\theta \) were a single variable. Factor. Looking for factors of \( 2 \times (-1) = -2 \) adding to \( -1 \): those are \( -2 \) and 1. \( 2\sin^2\theta - 2\sin\theta + \sin\theta - 1 = 0 \) \( 2\sin\theta(\sin\theta - 1) + 1(\sin\theta - 1) = 0 \) \( (2\sin\theta + 1)(\sin\theta - 1) = 0 \). Solve the first factor. \( \sin\theta = -\dfrac{1}{2} \). Reference angle \( \dfrac{\pi}{6} \), sine negative in quadrants III and IV. Quadrant III: \( \pi + \dfrac{\pi}{6} = \dfrac{7\pi}{6} \). Quadrant IV: \( 2\pi - \dfrac{\pi}{6} = \dfrac{11\pi}{6} \). Solve the second factor. \( \sin\theta = 1 \), which occurs once per revolution at \( \dfrac{\pi}{2} \). Collect. \( \dfrac{\pi}{2} \), \( \dfrac{7\pi}{6} \), \( \dfrac{11\pi}{6} \). Check each in the original. \( \dfrac{\pi}{2} \): \( 2(1) - 1 - 1 = 0 \) ✓ \( \dfrac{7\pi}{6} \): \( 2\left( \dfrac{1}{4} \right) - \left( -\dfrac{1}{2} \right) - 1 = 0.5 + 0.5 - 1 = 0 \) ✓ \( \dfrac{11\pi}{6} \): same values, so 0 ✓ General solution. Add a whole number of revolutions to each: \( \theta = \dfrac{\pi}{2} + 2\pi n \), \( \dfrac{7\pi}{6} + 2\pi n \), \( \dfrac{11\pi}{6} + 2\pi n \), for every integer \( n \). Why \( 2\pi n \) rather than \( \pi n \). Sine repeats every \( 2\pi \). The \( \pi n \) increment belongs to tangent only, and using it here would claim solutions that do not exist. Why one factor gave two solutions and the other gave one. The value \( -\dfrac{1}{2} \) is strictly between \( -1 \) and 1, so the horizontal line at that height cuts the unit circle twice. The value 1 is the maximum, where the line is tangent and touches once. \( \frac{\pi}{2} \), \( \frac{7\pi}{6} \), \( \frac{11\pi}{6} \), each plus \( 2\pi n \)

Lesson 11.1 · Unit 11 · S-ID.1-3

Shape, center and spread, reported together

A single number never describes a data set. Three things have to be said: what shape the distribution has, where its center sits, and how spread out it is. The shape is reported first, because it determines which measures of the other two are appropriate.

The method
  1. Describe the shape first: symmetric, skewed right, skewed left, or bimodal.
  2. Skewed right means a long tail toward high values, and skewed left toward low ones.
  3. For a symmetric distribution, report the mean and standard deviation.
  4. For a skewed distribution, report the median and interquartile range, which resist outliers.
  5. The mean is the balance point; the median is the middle value.
  6. Standard deviation is roughly the typical distance from the mean.
  7. Compute it as \( s = \sqrt{\dfrac{\sum(x - \bar{x})^2}{n - 1}} \) for a sample.
  8. An outlier moves the mean substantially and the median barely.

Where students lose marks: reporting the mean of a strongly skewed data set as though it were typical. If most households in a town earn $45,000 and one earns $9 million, the mean income is misleading and the median is the honest summary.

Worked example

The problem. (a) For 12, 15, 15, 18, 20, 22, 25, find the mean and median. (b) Add the value 100 and recompute both. Comment. (c) Find the standard deviation of 4, 6, 8, 10, 12. (d) Explain what standard deviation measures and why the formula squares the deviations.

Step one: compute the mean for (a). Sum: \( 12 + 15 + 15 + 18 + 20 + 22 + 25 = 127 \). \( \bar{x} = \dfrac{127}{7} \approx 18.14 \).

Step two: find the median for (a). The data are already in order and there are 7 values, so the median is the 4th: Median \( = 18 \). The mean and median are close, which suggests the distribution is roughly symmetric.

Step three: recompute with the outlier for (b). New sum: \( 127 + 100 = 227 \), over 8 values. \( \bar{x} = \dfrac{227}{8} = 28.375 \). With 8 values the median is the average of the 4th and 5th: \( \dfrac{18 + 20}{2} = 19 \).

Step four: compare and comment on (b). The mean rose from 18.14 to 28.375, a jump of more than 10. The median rose from 18 to 19, a change of 1. The mean is not resistant and the median is. After adding the outlier, the mean of 28.375 exceeds every original value except 100 itself, so it describes none of the data. The median of 19 still sits in the middle of the bulk.

Step five: begin (c). Mean of 4, 6, 8, 10, 12: \( \dfrac{40}{5} = 8 \). Deviations from the mean: \( -4, -2, 0, 2, 4 \). Note they sum to zero, which is always true and is why the deviations cannot simply be averaged.

Step six: finish (c). Square each deviation: \( 16, 4, 0, 4, 16 \), totaling 40. Treating these five as a sample, divide by \( n - 1 = 4 \): \( \dfrac{40}{4} = 10 \), and \( s = \sqrt{10} \approx 3.16 \). If the five values were the entire population, divide by 5 instead: \( \sqrt{8} \approx 2.83 \). The distinction matters and should be stated.

Step seven: answer what it measures for (d). The standard deviation is roughly the typical distance of a value from the mean. Here the actual distances are 4, 2, 0, 2, 4, averaging 2.4, and the standard deviation is 3.16. In the same neighborhood, slightly larger. A standard deviation of zero would mean every value equals the mean, and larger values mean more spread.

Step eight: explain the squaring. The deviations always sum to zero, since the mean is the balance point. Averaging them would give zero for every data set, which measures nothing. Squaring removes the signs so the positive and negative deviations stop canceling. Why not absolute values? They would work and give a genuine measure, the mean absolute deviation. Squaring is preferred because it is differentiable everywhere, which matters for the mathematics built on top of it, and because it connects to the normal distribution of lesson 11.2 in a way absolute values do not. The square root at the end returns the answer to the original units. Without it the measure would be in squared units, which is the variance and is harder to interpret directly. Why \( n - 1 \) for a sample. A sample's values cluster slightly closer to their own mean than to the population mean, so dividing by \( n \) would underestimate the spread. Using \( n - 1 \) corrects for it, and the correction matters most when \( n \) is small.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the mean of 3, 7, 8, 10, 12.
    Show the full solution

    \( \dfrac{40}{5} \). 8

  2. Find the median of 3, 7, 8, 10, 12.
    Show the full solution

    8

  3. Which measure of center resists outliers?
    Show the full solution

    The median

  4. A distribution has a long tail toward high values. What is its shape called?
    Show the full solution

    Skewed right

  5. What does a standard deviation of zero mean?
    Show the full solution

    Every value equals the mean

  6. Find the mean and median of 2, 4, 4, 5, 30, and say which better describes the data.
    Show the full solution

    Mean: \( \dfrac{2 + 4 + 4 + 5 + 30}{5} = \dfrac{45}{5} = 9 \). Median: the 3rd of 5 ordered values, which is 4. The median describes the data better. Four of the five values are 5 or below, so a "center" of 9 sits above all but one of them. The 30 is an outlier pulling the mean up. Mean 9, median 4; the median

  7. Find the sample standard deviation of 10, 12, 14, 16, 18.
    Show the full solution

    Mean: \( \dfrac{70}{5} = 14 \). Deviations: \( -4, -2, 0, 2, 4 \). Squares: \( 16, 4, 0, 4, 16 \), totaling 40. \( s = \sqrt{\dfrac{40}{4}} = \sqrt{10} \approx 3.16 \). Same as the worked example, because the values differ from those only by a constant shift of 6, and shifting every value leaves every deviation unchanged. That is worth knowing: adding a constant moves the center and not the spread. About 3.16

  8. A data set has mean 50 and standard deviation 8. Every value is doubled. Find the new mean and standard deviation.
    Show the full solution

    The mean doubles to 100, since the mean is a sum divided by a count and doubling every term doubles the sum. The standard deviation also doubles to 16, since every deviation from the mean doubles as well. Check with a small case. Take 2, 4, 6: mean 4, deviations \( -2, 0, 2 \), sample \( s = \sqrt{\dfrac{8}{2}} = 2 \). Doubled: 4, 8, 12, mean 8, deviations \( -4, 0, 4 \), \( s = \sqrt{\dfrac{32}{2}} = 4 \) ✓ Both doubled. Contrast with adding a constant, which moves the mean and leaves the standard deviation alone. Multiplying scales both. Mean 100, standard deviation 16

  9. Explain why the shape should be described before choosing a measure of center.
    Show the full solution

    Because the shape determines whether the mean is honest, and reporting the wrong measure can misrepresent the data badly. In a symmetric distribution the mean and median are close, so either works. The mean is usually preferred because it uses every value and is the basis for the standard deviation and the normal-distribution methods of lesson 11.3. In a skewed distribution the mean is dragged toward the long tail while the median stays with the bulk. Reporting the mean then describes a value few observations are near. A concrete case. Household income is strongly skewed right. A town where most households earn $45,000 and one earns $9 million has a mean income far above what any typical household receives. The median reports the typical household; the mean reports the total divided by the count, which is a different question. Which direction the skew pushes the mean. Toward the tail. Skewed right means the mean exceeds the median; skewed left means the mean falls below it. Comparing the two is a quick diagnostic for skew. The matching choice of spread. A symmetric distribution takes the standard deviation, which also uses every value and is also pulled by outliers. A skewed one takes the interquartile range, which like the median depends only on position. Why not always use the median. The mean carries more information when the data are symmetric, and nearly every technique built on data, including everything in the next two lessons, assumes the mean. Resistance is bought at the cost of efficiency. The shape decides whether the mean is representative, and a skewed distribution's mean describes almost none of its values

  10. Two classes take the same test. Class A has mean 78 with standard deviation 4; Class B has mean 78 with standard deviation 12. Describe how the classes differ and what a score of 86 means in each.
    Show the full solution

    What is the same. Both classes have the same center. A report of the mean alone would say the classes performed identically, and that would be seriously incomplete. What differs. The spread. Class A's scores cluster tightly around 78, while Class B's are three times as scattered. Make it concrete with the empirical rule, assuming roughly normal distributions. Class A: about 68 percent of scores fall between \( 78 - 4 = 74 \) and \( 78 + 4 = 82 \). About 95 percent fall between 70 and 86. Class B: about 68 percent fall between 66 and 90, and about 95 percent between 54 and 102. The upper end exceeds a reasonable test maximum, which itself suggests Class B's scores may not be well modeled as normal. Interpret a score of 86 in Class A. \( \dfrac{86 - 78}{4} = 2 \) standard deviations above the mean. By the empirical rule only about 2.5 percent of the class scores higher. An excellent result relative to that class. Interpret a score of 86 in Class B. \( \dfrac{86 - 78}{12} \approx 0.67 \) standard deviations above the mean. Roughly the top quarter. Good but unremarkable. The same raw score means very different things. That is the entire point of reporting spread alongside center, and it is why lesson 11.2 defines the z-score as the standard way to say where a value sits. What each class's spread might indicate about teaching. Class A's small spread means most students ended up near the same level, which could mean effective uniform instruction or a test that failed to distinguish among them. Class B's large spread means a wide range of outcomes, which could mean a wide range of preparation or a test that discriminated well. The numbers do not settle which, and stating a cause from summary statistics alone would be exactly the overreach lesson 11.5 warns about. Same center, very different spread; a score of 86 is about the 97th percentile in Class A and about the 75th in Class B

Lesson 11.2 · Unit 11 · S-ID.4

One shape that appears everywhere, and a way to locate a value on it

A great many measurements produce the same bell-shaped distribution, and there is a reason for that rather than a coincidence. Once a distribution is known to be normal, its mean and standard deviation determine everything else about it.

The method
  1. A normal distribution is symmetric and bell shaped, with a single peak at the mean.
  2. Its mean, median and mode coincide, which follows from the symmetry.
  3. Two parameters determine it completely: the mean \( \mu \) and the standard deviation \( \sigma \).
  4. \( \mu \) locates the peak; \( \sigma \) controls the width.
  5. The z-score is \( z = \dfrac{x - \mu}{\sigma} \), the number of standard deviations a value sits from the mean.
  6. A positive z is above the mean, negative below.
  7. The z-score is unitless, so it compares values from different distributions.
  8. A quantity built from many small independent contributions tends toward normal.

Where students lose marks: comparing raw scores across different scales. A 1350 SAT and a 28 ACT cannot be compared directly because the scales differ entirely. Converting both to z-scores is what makes the comparison meaningful.

Worked example

The problem. (a) IQ scores are normal with \( \mu = 100 \) and \( \sigma = 15 \). Find the z-scores for 115 and 82. (b) A student scores 1350 on the SAT (\( \mu = 1050 \), \( \sigma = 200 \)) and a friend scores 28 on the ACT (\( \mu = 21 \), \( \sigma = 5 \)). Who did better relative to their test? (c) A normal distribution has \( \mu = 60 \), \( \sigma = 8 \). Find the value with \( z = -1.5 \). (d) Explain why so many quantities are approximately normal.

Step one: compute the first z-score for (a). \( z = \dfrac{115 - 100}{15} = \dfrac{15}{15} = 1 \). So 115 is exactly one standard deviation above the mean.

Step two: compute the second. \( z = \dfrac{82 - 100}{15} = \dfrac{-18}{15} = -1.2 \). So 82 is 1.2 standard deviations below the mean. The sign carries the direction and must not be dropped.

Step three: convert both scores in (b). SAT: \( z = \dfrac{1350 - 1050}{200} = \dfrac{300}{200} = 1.5 \). ACT: \( z = \dfrac{28 - 21}{5} = \dfrac{7}{5} = 1.4 \).

Step four: compare and interpret (b). \( 1.5 \gt 1.4 \), so the SAT taker performed slightly better relative to the test-taking population. The comparison is meaningful only because the z-scores are unitless. The raw numbers 1350 and 28 are on incomparable scales and their difference says nothing. The margin is small. A difference of 0.1 standard deviations is a few percentile points, so the honest summary is that the two performances are close.

Step five: work backward for (c). Rearrange the z-score formula: \( x = \mu + z\sigma \). \( x = 60 + (-1.5)(8) = 60 - 12 = 48 \). Check: \( \dfrac{48 - 60}{8} = \dfrac{-12}{8} = -1.5 \) ✓ This direction is what percentile questions need, as lesson 11.3 shows.

Step six: begin (d). Consider adult height. It is influenced by many genetic variants, childhood nutrition, illness, sleep and other factors, each contributing a small amount up or down, and largely independently of one another.

Step seven: state what happens to such a sum. When many small independent influences add together, the extreme outcomes require nearly all of them to push the same way, which is rare. Outcomes near the middle can happen in many combinations, so they are common. The result is a peak in the middle tapering symmetrically, which is the normal shape. This is the central limit theorem, proved in a later course, and it holds regardless of the shape of the individual contributions.

Step eight: state when it does not apply. The argument needs the influences to be numerous, small, independent and additive. Income fails it. Wealth compounds multiplicatively, and advantages reinforce rather than act independently. Income distributions are strongly skewed right, not normal, and treating them as normal produces badly wrong conclusions. A single dominant cause fails it. If one factor overwhelms the rest, the outcome follows that factor's own distribution. The practical rule. Normality is an assumption to be checked, not assumed. A histogram that is visibly skewed or bimodal is evidence against it, and the methods of lesson 11.3 should not be applied to such data.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Find the z-score for \( x = 70 \) when \( \mu = 60 \), \( \sigma = 5 \).
    Show the full solution

    \( \dfrac{10}{5} \). 2

  2. What does a negative z-score mean?
    Show the full solution

    The value is below the mean

  3. What is the z-score of the mean itself?
    Show the full solution

    0

  4. Find \( x \) when \( \mu = 50 \), \( \sigma = 10 \), \( z = 2 \).
    Show the full solution

    \( 50 + 20 \). 70

  5. Which two numbers determine a normal distribution?
    Show the full solution

    The mean and the standard deviation

  6. A test has \( \mu = 72 \), \( \sigma = 9 \). Find the z-scores for 90 and 63.
    Show the full solution

    \( \dfrac{90 - 72}{9} = 2 \). \( \dfrac{63 - 72}{9} = -1 \). 2 and \( -1 \)

  7. Two runners: one runs a 5K in 22 minutes where \( \mu = 26 \), \( \sigma = 3 \); another runs a 10K in 48 minutes where \( \mu = 55 \), \( \sigma = 5 \). Who did better?
    Show the full solution

    5K: \( z = \dfrac{22 - 26}{3} = -1.33 \). 10K: \( z = \dfrac{48 - 55}{5} = -1.40 \). For race times, lower is better, so the more negative z-score is the better performance. \( -1.40 \lt -1.33 \), so the 10K runner did better relative to that field. Direction matters here. With test scores a higher z is better; with times it is the reverse. The z-score reports position, and which end is good depends on the quantity. The 10K runner

  8. A normal distribution has \( \mu = 200 \). A value of 236 has \( z = 1.5 \). Find \( \sigma \).
    Show the full solution

    \( 1.5 = \dfrac{236 - 200}{\sigma} = \dfrac{36}{\sigma} \). \( \sigma = \dfrac{36}{1.5} = 24 \). Check: \( \dfrac{236 - 200}{24} = 1.5 \) ✓ \( \sigma = 24 \)

  9. Explain why z-scores allow comparison across different distributions.
    Show the full solution

    Because a z-score reports position rather than magnitude, and it carries no units. What the formula does. \( z = \dfrac{x - \mu}{\sigma} \) subtracts the center, so the result measures distance from the mean rather than distance from zero. Then it divides by the spread, so the result is measured in units of that distribution's own variability. Why the units cancel. Both the numerator and the denominator are in the original units. Their quotient is a pure number, exactly as the radian measure of lesson 9.1 was. What that buys. A z-score of 1.5 means the same thing whether the measurement was test points, minutes, or kilograms: one and a half standard deviations above the mean, and, for a normal distribution, about the 93rd percentile. The SAT and ACT example. The raw scores 1350 and 28 are on scales that share no common unit. Converting to 1.5 and 1.4 puts both on the same scale, where they can be compared honestly. An important limit. The comparison is of relative standing within each population, not of absolute ability. If one test is taken by a much stronger group, an equal z-score represents stronger absolute performance. The z-score says nothing about that. A second limit. Translating a z-score into a percentile requires the distribution to be normal. For a skewed distribution the z-score is still defined and still says how many standard deviations out a value is, but the percentile it corresponds to would be different. Subtracting the mean and dividing by the standard deviation removes both the location and the units, leaving a pure measure of position

  10. A manufacturer's bolts have mean length 50 mm with standard deviation 0.4 mm. A customer rejects any bolt outside 49 mm to 51 mm. Find the z-scores of the limits, and find what the standard deviation would have to become for the limits to sit at \( z = \pm 4 \).
    Show the full solution

    Find the z-scores of the current limits. Lower: \( \dfrac{49 - 50}{0.4} = \dfrac{-1}{0.4} = -2.5 \). Upper: \( \dfrac{51 - 50}{0.4} = \dfrac{1}{0.4} = 2.5 \). Symmetric, as expected since the limits are equally far from the mean on both sides. Interpret them. The acceptable range extends 2.5 standard deviations each way. By the empirical rule of lesson 11.3, about 95 percent of bolts fall within 2 standard deviations and about 99.7 percent within 3, so the acceptance rate here is somewhere between those, closer to the higher end. A z-table gives about 98.8 percent accepted, so roughly 12 bolts per thousand are rejected. Now solve for the required standard deviation. The limits stay at 49 and 51, so the distance from the mean stays 1 mm. Setting that equal to 4 standard deviations: \( 4 = \dfrac{1}{\sigma} \), so \( \sigma = 0.25 \) mm. Check. \( \dfrac{51 - 50}{0.25} = 4 \) ✓ What the change would mean. The standard deviation would have to fall from 0.4 mm to 0.25 mm, a reduction of about 37 percent. That is a real improvement in manufacturing precision, not a change in the specification. Why a company would want \( z = \pm 4 \). At 4 standard deviations, the rejection rate falls to about 63 per million rather than 12 per thousand, roughly 190 times better. Quality programs set targets in exactly these terms, because the rejection rate depends on the z-score of the tolerance limits and on nothing else. The two ways to improve the rejection rate. Reduce the variability, as computed here, or widen the tolerance. Only the first is under the manufacturer's control once a customer has set the specification, which is why process improvement means reducing \( \sigma \). What the calculation assumes. That the lengths are normally distributed and that the mean stays exactly at 50. If the process drifts off center, the two limits stop being symmetric and the rejection rate rises sharply on one side even with the same \( \sigma \). Monitoring the mean matters as much as monitoring the spread. Limits at \( z = \pm 2.5 \); \( \sigma \) would need to fall to 0.25 mm

Lesson 11.3 · Unit 11 · S-ID.4

Turning a position into a proportion

Knowing a value is 1.5 standard deviations above the mean is only useful if it can be turned into "about 93 percent of values are below it". For a normal distribution it can, and three benchmark figures cover most of what is needed without any table at all.

The method
  1. The empirical rule: about 68 percent of values lie within 1 standard deviation of the mean, 95 percent within 2, and 99.7 percent within 3.
  2. The distribution is symmetric, so each tail holds half of what lies outside.
  3. Beyond 2 standard deviations is about 5 percent total, so about 2.5 percent in each tail.
  4. Beyond 3 is about 0.3 percent total, about 0.15 percent per tail.
  5. For values not at whole standard deviations, use a z-table or technology.
  6. A z-table gives the proportion below a z-score.
  7. Subtract from 1 for the proportion above, and subtract two table values for a proportion between.
  8. To work backward from a percentile, find the z first, then use \( x = \mu + z\sigma \).

Where students lose marks: forgetting to halve when only one tail is wanted. The 95 percent figure covers both sides, so the proportion above \( z = 2 \) is \( \dfrac{100 - 95}{2} = 2.5 \) percent, not 5 percent. Sketching the curve and shading the region prevents it.

Worked example

The problem. IQ scores are normal with \( \mu = 100 \), \( \sigma = 15 \). (a) Give the intervals covered by the empirical rule. (b) Find the proportion above 130 and the proportion below 85. (c) Find the proportion between 85 and 122.5 using a z-table. (d) Find the score at the 90th percentile.

Step one: build the intervals for (a).

1 SD85 to 115about 68 percent
2 SD70 to 130about 95 percent
3 SD55 to 145about 99.7 percent

Step two: find the proportion above 130 for (b). \( 130 = 100 + 2(15) \), so \( z = 2 \). Outside 2 standard deviations is about \( 100 - 95 = 5 \) percent, split between two tails. Above 130: about \( \dfrac{5}{2} = 2.5 \) percent.

Step three: find the proportion below 85. \( 85 = 100 - 15 \), so \( z = -1 \). Outside 1 standard deviation is about \( 100 - 68 = 32 \) percent, split between two tails. Below 85: about 16 percent. Sketching helps. Draw the bell, mark the mean, shade the region asked for, and the halving becomes obvious rather than a rule to remember.

Step four: convert both bounds for (c). \( z_1 = \dfrac{85 - 100}{15} = -1 \). \( z_2 = \dfrac{122.5 - 100}{15} = \dfrac{22.5}{15} = 1.5 \).

Step five: read the table and subtract. A standard normal table gives the proportion below each z: \( P(z \lt 1.5) = 0.9332 \). \( P(z \lt -1) = 0.1587 \). Proportion between: \( 0.9332 - 0.1587 = 0.7745 \), about 77.5 percent. Check against the empirical rule. The interval from \( -1 \) to \( +1 \) holds 68 percent, and extending the upper bound to 1.5 should add several more points. The answer of 77.5 percent is consistent ✓

Step six: set up the backward problem in (d). The 90th percentile is the score with 90 percent of values below it. Search the table for the z whose proportion below is 0.9000. The nearest entries are \( z = 1.28 \) giving 0.8997 and \( z = 1.29 \) giving 0.9015, so \( z \approx 1.28 \).

Step seven: convert back to a score. \( x = \mu + z\sigma = 100 + 1.28(15) = 100 + 19.2 = 119.2 \). So about 119 is the 90th percentile. Check: \( \dfrac{119.2 - 100}{15} = 1.28 \) ✓

Step eight: check the answer for reasonableness. The 90th percentile should fall between the 84th (\( z = 1 \), score 115) and the 97.5th (\( z = 2 \), score 130). The answer 119.2 sits between them and closer to the lower end, which matches 90 being closer to 84 than to 97.5 ✓ The two directions are distinct skills. Forward: given a score, find a proportion. Backward: given a proportion, find a score. Reading the question carefully for which is being asked is where most errors originate, and the two use the table in opposite directions. What the empirical rule is for. It is a fast approximation for whole standard deviations and an essential sanity check on any table value. A table lookup that contradicts it has been misread.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Use \( \mu = 100 \), \( \sigma = 15 \) where a distribution is not stated.

  1. What percentage lies within 1 standard deviation of the mean?
    Show the full solution

    About 68 percent

  2. What percentage lies within 2 standard deviations?
    Show the full solution

    About 95 percent

  3. What percentage lies above the mean?
    Show the full solution

    By symmetry. 50 percent

  4. What proportion lies below \( z = 0 \)?
    Show the full solution

    0.5

  5. What percentage lies above \( z = 3 \)?
    Show the full solution

    \( \dfrac{100 - 99.7}{2} \). About 0.15 percent

  6. Find the percentage of IQ scores between 70 and 115.
    Show the full solution

    \( 70 \) is \( z = -2 \); \( 115 \) is \( z = 1 \). From \( -2 \) to \( +2 \) is 95 percent, so from \( -2 \) to 0 is 47.5 percent. From 0 to \( +1 \) is half of 68, which is 34 percent. Total: \( 47.5 + 34 = 81.5 \) percent. Splitting at the mean is what makes an asymmetric interval manageable with only the empirical rule. About 81.5 percent

  7. Heights of adult men are normal with \( \mu = 70 \) inches, \( \sigma = 3 \). Find the percentage taller than 76 inches.
    Show the full solution

    \( z = \dfrac{76 - 70}{3} = 2 \). Above \( z = 2 \) is about \( \dfrac{100 - 95}{2} = 2.5 \) percent. Interpretation: roughly 1 man in 40 is 6 feet 4 inches or taller. About 2.5 percent

  8. Using a z-table, find the proportion of IQ scores above 112.
    Show the full solution

    \( z = \dfrac{112 - 100}{15} = 0.8 \). A table gives \( P(z \lt 0.8) = 0.7881 \). Above: \( 1 - 0.7881 = 0.2119 \), about 21.2 percent. Check against the empirical rule. Above \( z = 1 \) is 16 percent, and above \( z = 0 \) is 50 percent. The answer for \( z = 0.8 \) should fall between, and closer to 16. It does ✓ About 21.2 percent

  9. Explain why the empirical rule works only for normal distributions.
    Show the full solution

    Because the 68, 95 and 99.7 figures are computed from the normal curve's specific shape, and a different shape gives different proportions. What the numbers are. They are the areas under the standard normal curve between \( \pm 1 \), \( \pm 2 \) and \( \pm 3 \). They are properties of that one function, not general facts about data. A distribution where they fail badly. Take data uniformly spread between 0 and 10. The mean is 5 and the standard deviation is about 2.89. The interval within 1 standard deviation runs from 2.11 to 7.89, which contains 57.8 percent of the data, not 68. And everything lies within 2 standard deviations, since the interval extends past both ends of the range, so the figure is 100 percent rather than 95. A skewed case. For a strongly right-skewed distribution, more than 68 percent typically falls within 1 standard deviation because the bulk is tightly packed, while the upper tail extends far beyond 3 standard deviations, which the rule says should essentially never happen. What holds for every distribution. Chebyshev's inequality guarantees at least 75 percent within 2 standard deviations and at least 89 percent within 3, for any shape at all. Those bounds are far weaker than the empirical rule, which is the price of assuming nothing. The practical consequence. Check the shape before applying the rule. A histogram that is visibly skewed or bimodal, or a data set with a mean far from its median, is a warning that the normal assumption is wrong and any resulting percentages are fiction. The figures are areas under one specific curve, and other shapes enclose different areas

  10. A factory's bags of flour have mean weight 1000 g with standard deviation 12 g. The label says 1000 g and regulations require that at most 2.5 percent of bags fall below 985 g. Determine whether the process complies, and find the mean weight that would be needed if it does not.
    Show the full solution

    Find the z-score of the regulatory limit. \( z = \dfrac{985 - 1000}{12} = \dfrac{-15}{12} = -1.25 \). Find the proportion below it. A z-table gives \( P(z \lt -1.25) = 0.1056 \), about 10.6 percent. Check against the empirical rule. Below \( z = -1 \) is 16 percent and below \( z = -2 \) is 2.5 percent. A value of 10.6 percent for \( z = -1.25 \) sits between them and nearer the higher figure ✓ Verdict: the process does not comply. About 10.6 percent of bags fall below 985 g, more than four times the permitted 2.5 percent. Find the required mean. To have exactly 2.5 percent below 985 g, the limit must sit at \( z = -1.96 \), the z-score with 0.025 below it. \( -1.96 = \dfrac{985 - \mu}{12} \). \( 985 - \mu = -1.96(12) = -23.52 \). \( \mu = 985 + 23.52 = 1008.52 \) g. Check. \( \dfrac{985 - 1008.52}{12} = \dfrac{-23.52}{12} = -1.96 \) ✓ Interpret the result. The factory would have to overfill by about 8.5 g per bag, nearly 1 percent of the contents, to keep the underweight rate within the regulation while the variability stays at 12 g. The alternative, and why it is usually preferred. Reduce \( \sigma \) instead. If the standard deviation could be cut to 7.6 g while the mean stayed at 1000, then \( z = \dfrac{985 - 1000}{7.6} = -1.97 \), which complies with no overfilling at all. Check: \( 1.96 \times 7.6 = 14.9 \), just inside 15 ✓ The economics. Overfilling by 8.5 g on, say, ten million bags per year gives away 85 tonnes of flour. Investing in a more precise filling machine is very often cheaper, which is why manufacturers pursue reduced variability rather than raised targets. This is the same trade-off as the bolt problem in lesson 11.2, arriving from the opposite direction. What the analysis assumes. That the weights are normally distributed and that the mean and standard deviation are stable over time. A filling machine that drifts as it wears would invalidate both, which is why such processes are monitored continuously rather than certified once. Not compliant at 10.6 percent underweight; a mean of about 1008.5 g would be required, or a standard deviation reduced to about 7.6 g

Lesson 11.4 · Unit 11 · S-IC.1-3

How the data were collected decides what they can show

Every technique in this unit assumes the data represent something. Whether they do is determined entirely by how they were gathered, and a badly collected large sample is worse than a well collected small one, because its size lends unearned confidence.

The method
  1. A population is everyone or everything of interest; a sample is the subset actually measured.
  2. A parameter describes a population; a statistic describes a sample.
  3. In a simple random sample every subset of the given size is equally likely.
  4. Randomness is what makes a sample representative, not size.
  5. Convenience sampling takes whoever is easy to reach, and they differ systematically from everyone else.
  6. Voluntary response over-represents people with strong opinions.
  7. Undercoverage leaves part of the population no chance of selection; nonresponse loses people who were selected.
  8. Three designs: a sample survey observes, an observational study compares existing groups, an experiment imposes a treatment.

Where students lose marks: treating a large sample as a good one. A poll of a million self-selected website visitors is less trustworthy than a random sample of a thousand. Size reduces random error; it does nothing about bias, and a biased large sample is confidently wrong.

Worked example

The problem. (a) Identify the population, sample, parameter and statistic: a researcher surveys 500 of a city's 200,000 registered voters and finds 58 percent support a measure. (b) Name the bias in each: a reporter interviews shoppers at one mall; a magazine asks readers to mail in a response; a phone poll uses only landlines. (c) Classify each as a survey, observational study or experiment. (d) Explain why random selection is what matters.

Step one: identify the parts in (a). Population: all 200,000 registered voters in the city. Sample: the 500 surveyed. Statistic: 58 percent, since it was computed from the sample. Parameter: the true percentage of all 200,000 who support the measure, which is unknown and is what the study is trying to estimate. The statistic is known and the parameter is not. That asymmetry is the whole problem of inference.

Step two: analyze the mall interviews in (b). This is convenience sampling, taking whoever happens to be at hand. Mall shoppers differ systematically from the general population: they are more likely to have free time midday, transportation and disposable income, and they live near that mall. Nothing about a larger number of interviews fixes this. Interviewing 5,000 shoppers at the same mall still reaches only mall shoppers.

Step three: analyze the other two. The mail-in response is voluntary response bias. People who take the trouble to reply are those with unusually strong feelings, usually negative ones, so the result overstates the intensity of opinion in the population. The landline-only poll is undercoverage. Households without a landline have no chance of selection at all, and they skew younger and more mobile, which correlates with many opinions of interest.

Step four: classify the first two in (c). A sample survey asks questions of a sample and reports what it finds, with no comparison and no intervention. The voter poll in (a) is one. An observational study compares groups that already exist, without assigning anyone to them. Comparing the health of people who already exercise with those who do not is one.

Step five: classify the third. An experiment assigns subjects to treatments, ideally at random, and then compares outcomes. Randomly assigning volunteers to an exercise program or a control group and measuring health after six months is one. The distinguishing question is whether the researcher assigned the condition. If the subjects arrived already in their groups, it is observational, however carefully the comparison is made.

Step six: begin (d). Every non-random selection method chooses people according to some characteristic, even when the researcher does not intend it. Mall sampling selects on being at a mall. Voluntary response selects on caring enough to respond. Landline-only selects on owning a landline. Each of those characteristics correlates with the opinions being measured, which is why the resulting estimate is off in a predictable direction.

Step seven: state what randomness does. A random mechanism selects without reference to any characteristic of the people. So the sample has no systematic tendency to differ from the population in any respect, whether or not the researcher thought of that respect. The last clause is the important one. Random selection protects against biases nobody anticipated, which is something no amount of careful stratifying can do.

Step eight: state what randomness does not do. A random sample still differs from the population by chance. That difference is sampling error, and it is unavoidable. But it is measurable and it shrinks with sample size, which is exactly what the margin of error in lesson 11.6 quantifies. Bias is neither measurable nor shrinking. A biased method gives the same wrong answer no matter how many people are asked, and nothing in the data reveals that it is wrong. That is why the collection method must be reported alongside any result, and why a result from an unstated method cannot be evaluated at all.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. What is the difference between a parameter and a statistic?
    Show the full solution

    A parameter describes a population; a statistic describes a sample

  2. What makes a sample representative?
    Show the full solution

    Random selection

  3. Name the bias when people choose to respond on their own.
    Show the full solution

    Voluntary response bias

  4. Which design imposes a treatment?
    Show the full solution

    An experiment

  5. Does a larger sample fix bias?
    Show the full solution

    No

  6. A school surveys students leaving the library about how much they study. Identify the bias and its likely direction.
    Show the full solution

    Convenience sampling, and specifically sampling at a location associated with the behavior being measured. Students in the library study more than average, almost by definition. Direction: the estimate will be too high. The survey will report more study hours than the student body actually averages. What would fix it. Selecting students at random from the full enrollment list, regardless of where they happen to be. Convenience sampling, biased upward

  7. Classify: researchers compare lung cancer rates among people who already smoke and people who do not.
    Show the full solution

    An observational study. The researchers did not assign anyone to smoke; the participants arrived already in their groups. Why it could not be an experiment. Randomly assigning people to smoke would be unethical, so an experiment on humans is impossible here. Observational evidence is the only kind available, which is why the smoking and cancer link took decades and many converging lines of evidence to establish. An observational study

  8. A poll finds 71 percent support for a policy. It was conducted by an organization that advocates for the policy, among its own newsletter subscribers. Identify every problem.
    Show the full solution

    Undercoverage. Only subscribers could be selected, and the general public had no chance at all. Selection on the outcome. People subscribe to an advocacy organization's newsletter because they already agree with it. The sample is built from supporters. Possible voluntary response bias, if subscribers chose whether to answer. Possible question wording bias, since an advocacy organization has an interest in the result and may phrase the question favorably. What the poll actually measures. The opinion of that newsletter's respondents, which is a real fact but not the public's opinion. Reporting it as public support would be false. Undercoverage, selection on the outcome, and likely voluntary response and wording bias

  9. Explain why random assignment in an experiment is different from random selection in a survey.
    Show the full solution

    They solve different problems and support different conclusions, and a strong study uses both. Random selection decides who is in the study. Choosing participants at random from a population means the sample resembles that population, so the findings can be generalized back to it. Random assignment decides which treatment each participant gets. Assigning at random means the treatment groups are comparable on every characteristic, known and unknown, so a difference in outcome can be attributed to the treatment. What each permits. Random selection permits generalization. Random assignment permits a causal claim. Neither substitutes for the other. The four combinations. Both: results generalize to the population and support causation. The strongest design. Assignment only: causation is supported, but only for the kind of people who volunteered. Most clinical trials are here. Selection only: the findings describe the population accurately but cannot establish cause. Most well conducted surveys are here. Neither: neither conclusion is supported. Much of what is reported casually is here. Why volunteers limit generalization. A drug trial recruiting volunteers learns whether the drug works for people like those volunteers. Whether it works for the population as a whole is a further question, which is why trials are criticized when their participants are unrepresentative. Random selection makes a sample resemble a population; random assignment makes treatment groups resemble each other

  10. A city wants to estimate the proportion of residents who recycle. Design a study, identify the biases your design guards against and the ones it does not, and explain what conclusion the result will support.
    Show the full solution

    Choose a sampling frame. Use the city's list of residential addresses. It covers nearly all residents, which is what a frame must do. Select at random. Number every address and select, say, 800 of them using a random number generator, so every address has an equal chance. Contact them properly. Visit or mail each selected address and follow up at least twice with non-responders, at varied times of day. Word the question neutrally. "In the past month, did you place items in a recycling bin?" rather than "Do you do your part to protect the environment by recycling?" The second invites the answer the respondent thinks is expected. Biases this design guards against. Convenience sampling, since selection is random rather than by who is easy to reach. Voluntary response, since the researchers choose whom to contact rather than waiting for volunteers. Undercoverage, largely, since the address list covers nearly everyone. Wording bias, by the neutral phrasing. Biases it does not eliminate. Nonresponse. Some selected households will not answer, and they may differ systematically from those who do. Follow-up reduces this but never removes it. Residual undercoverage. People without a fixed address are not on the list at all. Response bias. Recycling is socially approved, so some respondents will overstate it regardless of how the question is worded. This is a bias in what people say, not in who was asked, and no sampling method fixes it. How to address the response bias. Verify against an objective measure, such as the tonnage of recycling collected in the sampled neighborhoods. If self-report consistently exceeds what the collection data support, the size of the overstatement can be estimated. What conclusion the result supports. An estimate of the proportion of residents who report recycling, generalizable to the city's residents, with a margin of error computable from the sample size. With \( n = 800 \), that margin is roughly \( \dfrac{1}{\sqrt{800}} \approx 3.5 \) percent at 95 percent confidence. What it does not support. Any causal claim. If the survey also finds that households with curbside bins recycle more, that is an observational comparison. The bins might cause the recycling, or households that already recycled might have requested bins. Establishing the causal direction would need an experiment: randomly providing bins to some households and not others, then comparing. Why the nonresponse caveat should be stated in the report. If 40 percent of selected households do not respond, the 800 became about 480, and those 480 are no longer a random sample of the city. They are a random sample of people willing to answer surveys. The margin of error formula does not know this and will report a confident number anyway, which is precisely why the response rate belongs in the report beside the estimate. A random sample of addresses with neutral wording and follow-up; it supports a generalizable estimate of self-reported recycling, with no causal claim

Lesson 11.5 · Unit 11 · S-IC.3

Association is not causation, and the difference is a design

Two variables moving together is a fact about data. That one causes the other is a claim about the world, and only one kind of study establishes it. Knowing which claims a design supports is the single most useful thing statistics offers a general reader.

The method
  1. An observational study can establish association and nothing stronger.
  2. Only a randomized controlled experiment supports a causal claim.
  3. A confounding variable affects both the explanatory and the response variable, creating an association with no causal link between them.
  4. Random assignment balances confounders, including ones nobody identified.
  5. A control group shows what would have happened without the treatment.
  6. Blinding prevents expectations from affecting the outcome or its measurement.
  7. Reverse causation is always a candidate: the response may be causing the explanatory variable.
  8. State conclusions at the strength the design supports, using "associated with" for observational work.

Where students lose marks: reporting an observational result in causal language. "Students who eat breakfast score higher" is what the data show. "Eating breakfast raises scores" is a causal claim the study cannot support, and the two sentences will be read as equivalent unless the difference is stated explicitly.

Worked example

The problem. (a) Ice cream sales and drowning deaths rise and fall together. Explain. (b) A study finds people who take vitamin supplements are healthier. Give two explanations besides the vitamins working. (c) Design an experiment that would settle (b). (d) Explain why random assignment handles confounders nobody thought of.

Step one: state the association in (a). The data are real: months with higher ice cream sales genuinely do have more drownings. The correlation is strong.

Step two: identify the confounder. Hot weather causes both. People buy more ice cream when it is hot, and they swim more when it is hot, and more swimming means more drownings. Temperature is a confounding variable: it affects both measured quantities, producing an association between them with no causal link from one to the other. The test of a proposed confounder is whether it plausibly affects both. Heat clearly does.

Step three: give the first alternative for (b). Confounding by health consciousness. People who take supplements also tend to exercise more, smoke less, sleep better and see doctors regularly. Any of those could produce the health difference, with the supplements doing nothing.

Step four: give the second alternative. Reverse causation. Healthy people may be more likely to take supplements, rather than supplements making people healthy. Someone already feeling well and managing their health is more likely to add a daily vitamin; someone seriously ill may have other priorities. Both explanations fit the data exactly as well as the supplements working, and the observational study provides nothing to distinguish among the three.

Step five: begin the design for (c). Recruit a large group of volunteers and assign them at random to take either the supplement or an identical placebo. Random assignment is what makes the two groups comparable on every characteristic, so any later difference cannot be attributed to who they were beforehand.

Step six: add the other controls. Use a placebo so that both groups have the same experience of taking a daily pill. Blind the participants so neither group knows which they received, removing the placebo effect as an explanation. Blind the assessors as well, so the people measuring health outcomes cannot let expectations influence borderline judgments. Together these make it double blind. Follow both groups for a fixed period and measure predefined health outcomes, chosen before the data are seen.

Step seven: state what the experiment would license. If the supplement group ends up healthier by a margin larger than chance would produce, the conclusion "the supplement improves health" is supported, because random assignment removed every competing explanation. The generalization is still limited, as lesson 11.4 noted, to people like the volunteers.

Step eight: answer (d). A researcher can only control for confounders they have thought of. Matching the groups on age, sex, income and exercise leaves every unconsidered variable free to differ. Random assignment does not require knowing what the confounders are. It distributes every characteristic, listed or not, measured or not, even conceived of or not, approximately evenly between the groups. Why "approximately" is enough. With small groups a characteristic could still land unevenly by chance. With large groups that becomes very unlikely, and the statistical methods explicitly account for the chance that remains. Why this is the deepest idea in the unit. It is the only known way to rule out explanations that have not been imagined. No amount of statistical adjustment after the fact can do it, because adjustment requires naming the variable to adjust for.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning.

  1. Which design supports a causal claim?
    Show the full solution

    A randomized controlled experiment

  2. What is a confounding variable?
    Show the full solution

    One that affects both the explanatory and the response variable

  3. What does a control group show?
    Show the full solution

    What happens without the treatment

  4. What phrase should an observational conclusion use?
    Show the full solution

    "Associated with"

  5. What does blinding prevent?
    Show the full solution

    Expectations from influencing the outcome or its measurement

  6. Cities with more police officers have more crime. Explain without claiming police cause crime.
    Show the full solution

    Confounding by city size. Larger cities have more of everything, including both officers and crimes. The association reflects population, not a link between the two. Reverse causation is also plausible. Cities with more crime hire more officers in response. The causation may run from crime to police rather than the other way. How to investigate properly. Compare crime rates per capita rather than totals, which removes the size confounder, and examine changes over time within a single city, which removes the differences between cities. Confounding by city size, and plausible reverse causation

  7. A study finds students who take music lessons have higher math scores. Give two non-causal explanations.
    Show the full solution

    Confounding by family resources. Music lessons cost money and require someone to arrange transportation. Families able to provide them typically also provide tutoring, books, quiet study space and educated help with homework, any of which could raise math scores. Confounding by student characteristics. Students who persist with music lessons tend to have discipline, practice habits and parental encouragement, all of which independently help in mathematics. Selection. Students who struggle academically may drop music lessons first when time is short, so the remaining music students are the more successful ones by that filtering alone. What would settle it. Randomly assigning some students to free music lessons and comparing math outcomes. Such studies have been done and generally find effects much smaller than the observational association suggests, which is what confounding predicts. Family resources and student characteristics, both confounded with music lessons

  8. Rewrite this conclusion at the strength the design supports: "An observational study of 10,000 adults shows that drinking coffee reduces the risk of heart disease by 15 percent."
    Show the full solution

    The problem. "Reduces" is a causal verb, and an observational study cannot establish causation regardless of its size. Rewritten. "In an observational study of 10,000 adults, coffee drinkers had a 15 percent lower rate of heart disease than non-drinkers." What changed. The causal verb became a comparison of rates, the study design is stated, and the groups are named rather than implied. What should be added. A sentence noting that coffee drinkers may differ from non-drinkers in other ways, and that the association does not establish that coffee is responsible. Why the sample size does not help. Ten thousand people makes the measured association precise. It does nothing about whether the association reflects causation. Precision and validity are separate properties. "Coffee drinkers had a 15 percent lower rate of heart disease" rather than "coffee reduces the risk"

  9. Explain why an observational study can never establish causation, however large and careful.
    Show the full solution

    Because the groups being compared differ in ways the researcher did not choose and may not know about, so a difference in outcome always has competing explanations. The structural problem. In an observational study, subjects sorted themselves into groups. Whatever caused them to sort that way may also affect the outcome, and there is no way to rule out every such factor. Why statistical adjustment is insufficient. Controlling for a confounder requires having measured it, which requires having thought of it. Any unmeasured or unimagined variable remains free to explain the result. The list of possible confounders is not finite in any usable sense. Why size does not help. Increasing the sample makes the association more precisely measured. A confounded association measured very precisely is still confounded. Size addresses random error only. Why reverse causation cannot be excluded. Observing that A and B occur together says nothing about which came first unless the timing is recorded, and even then something earlier may have caused both. What observational studies are genuinely good for. Establishing that an association exists, which is often the first thing worth knowing. Generating hypotheses worth testing experimentally. Studying questions where experiments are impossible or unethical, such as smoking. How observational evidence can become convincing anyway. Not by any single study, but by many converging lines: a dose-response relationship, consistency across different populations and methods, a plausible biological mechanism, the effect disappearing when exposure stops, and the elimination of specific confounders one at a time. The case for smoking causing cancer was built exactly this way over decades, without a single randomized trial in humans. The honest position. An observational study raises a possibility and measures an association. Treating that as proof is the most common error in the public reporting of research, and recognizing it is worth more than any formula in this unit. Subjects sorted themselves into groups, and no analysis can rule out explanations that were never measured or imagined

  10. A hospital reports that patients treated in its intensive care unit die more often than patients on general wards. A journalist concludes the ICU is dangerous. Analyze this and describe what comparison would be legitimate.
    Show the full solution

    Identify the confounder immediately. Patients are sent to intensive care because they are severely ill. Illness severity affects both which unit a patient is in and whether they survive. It is a textbook confounder, and an enormous one. The direction of the bias. The ICU receives the sickest patients, so its mortality rate would be higher even if its care were dramatically better than the general ward's. The comparison is rigged against the ICU by the assignment process itself. Why this is the same structure as the earlier problems. It is selection on the outcome's own predictor. The police and crime example had the same shape: the response variable determines the group assignment. The reductio. Taken seriously, the journalist's reasoning implies that closing the ICU would save lives, since nobody could then die in it. The deaths would simply occur on the general wards instead, among patients receiving less appropriate care. That the conclusion is absurd shows the reasoning is. What comparison would be legitimate. Compare patients of similar severity who received different levels of care. This can be approached several ways, each with limits. Matching. Pair each ICU patient with a general ward patient having the same diagnosis, age and measured severity score, then compare outcomes. This handles the confounders that were measured, and no others. Natural experiment. Compare hospitals or time periods where ICU bed availability differed for reasons unrelated to patient condition, such as capacity limits. Patients admitted when beds happened to be full form a comparison group not selected on severity. Randomized trial. For borderline cases where genuine clinical uncertainty exists about whether intensive care helps, random assignment is ethical and has been done. This is the only design that settles the question outright, and it applies only to the borderline cases. What each design would support. Matching supports "among patients who looked similar on these measures, outcomes differed by this much", which leaves unmeasured severity as an open explanation. The randomized trial supports a causal claim about the borderline population it studied. How the hospital should report the original figure. Alongside a severity-adjusted rate and a plain statement that ICU patients are more seriously ill on admission. The raw comparison is not merely uninformative; presented without context it is actively misleading, and a reader will draw the journalist's conclusion by default. A related trap worth naming. The same structure appears whenever a service exists to handle difficult cases. Specialist surgeons have worse raw outcomes than general ones because they receive the hardest operations. Schools serving struggling students have lower average scores. Ranking any such providers by raw outcome penalizes exactly those who take on the hardest work, and can push them to refuse difficult cases. Illness severity confounds the comparison entirely; only a severity-matched or randomized comparison could support a conclusion about the care itself

Lesson 11.6 · Unit 11 · S-IC.4-6

How much a sample result could be wrong by, and what that permits you to say

A sample proportion is an estimate, and every estimate needs an honest statement of its uncertainty. The margin of error supplies it, simulation supplies a way to judge whether a difference is real, and together they are what a published statistical claim should be tested against.

The method
  1. A sample proportion \( \hat{p} \) estimates the population proportion \( p \).
  2. The margin of error at 95 percent confidence is about \( \dfrac{1}{\sqrt{n}} \), a conservative approximation.
  3. More precisely it is \( 1.96\sqrt{\dfrac{\hat{p}(1 - \hat{p})}{n}} \).
  4. The confidence interval is \( \hat{p} \pm \) the margin of error.
  5. Quadrupling the sample halves the margin, since it depends on \( \sqrt{n} \).
  6. The margin covers sampling error only, never bias.
  7. A simulation repeats the situation under an assumption to see how often the observed result occurs by chance.
  8. A result that chance rarely produces is evidence against the assumption.

Where students lose marks: declaring a winner when the interval includes the tie. A poll showing 52 percent with a margin of 3.2 points gives an interval of 48.8 to 55.2 percent, which contains 50. The honest report is that the race is too close to call, not that the candidate leads.

Worked example

The problem. (a) A poll of 1,000 people finds 52 percent support. Find the margin of error and interpret it. (b) A survey of 200 people finds 120 prefer option A. Can a real majority be claimed? (c) A coin is flipped 20 times and lands heads 15 times. Judge whether it is fair. (d) Explain why the margin of error does not cover bias.

Step one: compute the margin for (a). Using the quick approximation: \( \dfrac{1}{\sqrt{1000}} = \dfrac{1}{31.62} \approx 0.0316 \), about 3.2 percentage points. More precisely: \( 1.96\sqrt{\dfrac{0.52(0.48)}{1000}} = 1.96\sqrt{\dfrac{0.2496}{1000}} = 1.96\sqrt{0.0002496} = 1.96(0.015799) \approx 0.0310 \), about 3.1 points. The two agree closely, which is why the quick version is used for mental estimates.

Step two: interpret (a). The confidence interval is \( 52 \pm 3.2 \), running from 48.8 to 55.2 percent. That interval contains 50 percent. So the data are consistent with the true support being below half, and the poll does not establish majority support. What 95 percent confidence means. If this polling procedure were repeated many times, about 95 percent of the intervals produced would contain the true value. It is a statement about the procedure's long-run reliability, not a probability about this particular interval.

Step three: set up (b). \( \hat{p} = \dfrac{120}{200} = 0.60 \). Quick margin: \( \dfrac{1}{\sqrt{200}} = \dfrac{1}{14.14} \approx 0.0707 \), about 7.1 points. Precise margin: \( 1.96\sqrt{\dfrac{0.6(0.4)}{200}} = 1.96\sqrt{0.0012} = 1.96(0.034641) \approx 0.0679 \), about 6.8 points.

Step four: answer (b). Using the conservative margin, the interval is \( 60 \pm 7.1 \), from 52.9 to 67.1 percent. The entire interval lies above 50 percent. So yes, a real majority can be claimed at 95 percent confidence. The contrast with (a) is the lesson. The second survey has one fifth the sample size but a much larger margin above the threshold, so it supports a firmer conclusion. What matters is not the sample size alone but how far the estimate sits from the value being tested, measured in margins.

Step five: set up the simulation for (c). Assume the coin is fair, and ask how often 15 or more heads in 20 flips would occur under that assumption. Expected heads: \( 20(0.5) = 10 \). Standard deviation: \( \sqrt{20(0.5)(0.5)} = \sqrt{5} \approx 2.236 \).

Step six: judge the result for (c). \( z = \dfrac{15 - 10}{2.236} \approx 2.24 \), so the result is 2.24 standard deviations above what a fair coin gives. By the empirical rule, that is beyond the 2 standard deviation mark, in the top 2.5 percent or so. Exact calculation. The probability of 15 or more heads in 20 fair flips is \( \dfrac{15504 + 4845 + 1140 + 190 + 20 + 1}{1{,}048{,}576} = \dfrac{21{,}700}{1{,}048{,}576} \approx 0.0207 \), about 2.1 percent. The binomial coefficients in the numerator are row 20 of Pascal's triangle from lesson 8.7.

Step seven: state the conclusion for (c) carefully. A fair coin produces a result this extreme about 2 percent of the time. That is unusual but not impossible. The honest statement: this is moderate evidence against the coin being fair. It would not be conclusive on its own, and flipping it another 200 times would settle the question far better. What must not be said. "The coin is definitely biased", since fair coins do this 1 time in 50. Nor "there is a 2 percent chance the coin is fair", which reverses the conditional: the 2 percent is the probability of the data given fairness, not of fairness given the data.

Step eight: answer (d). The margin of error formula uses only the sample size and the sample proportion. Those are the only inputs. What it measures. How much a randomly selected sample of that size would be expected to vary from the population by chance alone. What it assumes. That the sample was randomly selected from the population of interest. If it was not, the calculation is still performed and still produces a number, and that number is meaningless. A concrete failure. A voluntary online poll of 100,000 self-selected visitors has a computed margin of about 0.3 percentage points. That figure is arithmetically correct and completely worthless, because the sample is not random and the true error is dominated by a bias the formula knows nothing about. The rule that follows. Before computing or believing a margin of error, ask how the sample was obtained. A margin of error reported without the sampling method cannot be evaluated, and a small margin on a biased sample is a confident statement of a wrong answer.

Practice · 10 problems

Problems 1 to 5 are routine. Problems 6 to 10 are multi-step or ask for reasoning. Use the approximation \( \dfrac{1}{\sqrt{n}} \) unless told otherwise.

  1. Find the approximate margin of error for \( n = 400 \).
    Show the full solution

    \( \dfrac{1}{20} \). 5 percent

  2. Find the approximate margin of error for \( n = 2500 \).
    Show the full solution

    \( \dfrac{1}{50} \). 2 percent

  3. Does the margin of error account for bias?
    Show the full solution

    No

  4. By what factor must \( n \) grow to halve the margin?
    Show the full solution

    4

  5. A poll gives 47 percent with a margin of 4 points. State the interval.
    Show the full solution

    43 to 51 percent

  6. A sample of 625 finds 55 percent agreement. Find the interval and state whether a majority is established.
    Show the full solution

    Margin: \( \dfrac{1}{\sqrt{625}} = \dfrac{1}{25} = 0.04 \), 4 points. Interval: 51 to 59 percent. The entire interval exceeds 50 percent, so a majority is established at 95 percent confidence. Note how narrow the margin above 50 is. With a sample of 400 the margin would be 5 points, giving 50 to 60 percent, which just touches the tie and would not establish a majority. 51 to 59 percent; yes, a majority is established

  7. A poll of 1,111 people has a margin of error of 3 points. How many would be needed for 1 point?
    Show the full solution

    Reducing the margin by a factor of 3 requires increasing \( n \) by a factor of \( 3^2 = 9 \). \( 1111 \times 9 = 9{,}999 \), so about 10,000. Check: \( \dfrac{1}{\sqrt{10000}} = \dfrac{1}{100} = 0.01 \) ✓ This is why polls stop around 1,000 to 1,500. Going from 3 points to 1 point costs nine times as much fieldwork, and the remaining error is usually dominated by nonresponse and wording rather than sample size. About 10,000

  8. A die is rolled 60 times and shows a six 16 times. Judge whether it is fair.
    Show the full solution

    Under fairness, expected sixes: \( 60 \times \dfrac{1}{6} = 10 \). Standard deviation: \( \sqrt{60 \cdot \dfrac{1}{6} \cdot \dfrac{5}{6}} = \sqrt{\dfrac{50}{6}} = \sqrt{8.333} \approx 2.887 \). \( z = \dfrac{16 - 10}{2.887} \approx 2.08 \). Just past 2 standard deviations, so about 2 percent of fair dice would produce this many sixes or more. Conclusion: moderate evidence the die favors six, not proof. Rolling it another 300 times would settle it. A single result this far out happens with fair dice about 1 time in 50. Moderate evidence of bias, not conclusive

  9. Explain what "95 percent confidence" actually means.
    Show the full solution

    It describes the long-run reliability of the procedure, not the probability that a particular interval is correct. The precise statement. If the sampling and interval construction were repeated many times on the same population, about 95 percent of the intervals produced would contain the true population value. Why the distinction matters. Once a specific interval has been computed, say 48.8 to 55.2 percent, the true value either is in it or is not. There is no randomness left in that particular statement. The 95 percent describes how often the method succeeds, not this instance. The common misstatement. "There is a 95 percent chance the true value is between 48.8 and 55.2." Under the standard interpretation of probability used here, this is not what the calculation establishes, because the true value is a fixed number and not a random one. An analogy. A machine that fills bags correctly 95 percent of the time has a 95 percent success rate. For the bag in your hand, it is either right or wrong. The rate describes the machine. What raising the confidence costs. A 99 percent interval is wider than a 95 percent one, using 2.576 in place of 1.96. Greater confidence means less precision, and the choice of 95 percent is a convention balancing the two rather than a discovery. What it still does not cover. The whole framework assumes a random sample. Confidence at any level says nothing about a biased one. About 95 percent of intervals built this way would contain the true value; it describes the procedure, not this particular interval

  10. A headline reads: "New study: commuters who bike to work are 40 percent less likely to develop heart disease. Based on 250,000 participants." Critique this claim fully and state what it does and does not establish.
    Show the full solution

    First question: what was the design? The headline does not say. Nobody randomly assigns 250,000 people to bike to work, so this is almost certainly an observational study. That alone rules out the causal reading the wording invites. The word "likely" is doing causal work. "Less likely to develop" suggests biking reduces the risk. What the data can show is that cyclists had a lower rate, which is an association. Identify the confounders. Baseline health. People able to bike to work are already healthier. Someone with existing heart trouble is less likely to cycle, so the healthiest people select themselves into the cycling group. Overall activity. Cyclists likely exercise more generally, and the general exercise rather than the commute may be responsible. Socioeconomic factors. Cycling to work requires living within range, safe routes, and often showering facilities, all of which correlate with income, education and neighborhood, each of which independently affects heart disease rates. Smoking and diet. People who cycle to work tend to smoke less and eat differently. Either could account for the entire difference. Reverse causation. Early undiagnosed heart disease causes fatigue, so people in the earliest stages may have stopped cycling before diagnosis. The disease would then be causing the non-cycling rather than the reverse. What the sample size does and does not do. With 250,000 participants, the margin of error is about \( \dfrac{1}{\sqrt{250000}} = \dfrac{1}{500} = 0.2 \) percent. The association is measured extremely precisely. But precision is not validity: a confounded association measured to within 0.2 percent is still confounded. This is the central point. The enormous sample is presented as the reason to believe the causal claim, and it is not evidence for it at all. Size addresses only sampling error, and sampling error was never the problem here. What the study does establish. That in this population, cyclists had substantially lower heart disease rates, and that this difference is far too large to be chance. That is a genuine and useful finding. What it does not establish. That biking to work causes the reduction. That someone who starts cycling will lower their own risk. That a policy encouraging cycling would reduce heart disease by 40 percent, or by any particular amount. An honest rewrite. "In a study following 250,000 people, those who biked to work developed heart disease at a 40 percent lower rate than those who did not. The study did not assign people to cycle, so it cannot show that cycling was the cause; cyclists may differ in other ways that affect heart health." What would strengthen the case. A dose-response pattern, with more cycling associated with lower rates. Consistency across countries and decades. The association surviving adjustment for smoking, income, body mass and baseline health. A plausible physiological mechanism, which exercise certainly has. Randomized trials of exercise showing cardiovascular benefits, which exist and do support a causal role for activity in general. The reasonable overall position. Exercise almost certainly does reduce heart disease risk, supported by randomized trials of exercise programs. But the specific 40 percent figure from an observational commuting study overstates what biking to work by itself would do for a given person, because the cycling group differs in many favorable ways. Believing the direction while doubting the magnitude is the appropriate response. Why this matters beyond this headline. This structure appears constantly in health reporting: an observational association, a large sample offered as reassurance, and a causal verb in the headline. Recognizing the pattern is what this unit is for. It establishes a strong association, not causation; the large sample removes sampling error but does nothing about confounding

Unit 11 mixed review · 10 problems · all topics

Unit 11: Statistics, Sampling and Inference

The computational questions here are the easy half. The questions about what a study can conclude are the ones worth getting right, because they are the ones that come up outside a mathematics class.

  1. Find the mean of 5, 7, 9, 11, 13.
    Show the full solution

    \( \dfrac{45}{5} \). 9

  2. Find the median of 5, 7, 9, 11, 13.
    Show the full solution

    9

  3. Which study design supports a causal claim?
    Show the full solution

    A randomized controlled experiment

  4. What percentage of a normal distribution lies within 2 standard deviations of the mean?
    Show the full solution

    About 95 percent

  5. Does the margin of error account for bias?
    Show the full solution

    No

  6. Find the z-score for \( x = 88 \) when \( \mu = 76 \) and \( \sigma = 6 \).
    Show the full solution

    \( \dfrac{88 - 76}{6} = \dfrac{12}{6} \). 2

  7. Find the approximate margin of error for a sample of 900, and state the interval for a result of 46 percent.
    Show the full solution

    \( \dfrac{1}{\sqrt{900}} = \dfrac{1}{30} \approx 0.0333 \), about 3.3 points. Interval: 42.7 to 49.3 percent. The entire interval lies below 50 percent, so a result of 46 percent with this sample size does rule out a majority. About 3.3 points; 42.7 to 49.3 percent

  8. Scores are normal with \( \mu = 500 \) and \( \sigma = 100 \). What percentage exceed 700?
    Show the full solution

    \( z = \dfrac{700 - 500}{100} = 2 \). Beyond 2 standard deviations is about 5 percent total, split between two tails. Above: about 2.5 percent. Halving is the step most often skipped, and sketching the curve with the upper tail shaded prevents it. About 2.5 percent

  9. Find the mean and median of 3, 5, 6, 7, 79, and say which better describes the data.
    Show the full solution

    Mean: \( \dfrac{3 + 5 + 6 + 7 + 79}{5} = \dfrac{100}{5} = 20 \). Median: the 3rd of 5 ordered values, which is 6. The median describes the data better. Four of the five values are 7 or below, so a center of 20 sits above all but one of them. The mean is not wrong, it simply answers a different question: the total divided by the count. If the values were costs and the question was the total budget, the mean would be the right summary. Mean 20, median 6; the median

  10. A headline reads: "Study of 80,000 people finds that those who sleep eight hours a night are 30 percent less likely to develop dementia." Critique the claim and state what it does and does not establish.
    Show the full solution

    First, identify the design. Nobody can randomly assign 80,000 people to sleep eight hours a night for decades, so this is observational. That alone rules out the causal reading the headline invites. The wording is causal. "Less likely to develop" reads as though sleep reduces the risk. What the data show is that eight-hour sleepers had a lower rate, which is an association. Identify the confounders. Overall health. People who sleep well are typically healthier in many ways that independently affect dementia risk. Other conditions. Depression, chronic pain, sleep apnea and medication side effects all disrupt sleep and are themselves associated with cognitive decline. Socioeconomic factors. Consistent sleep requires a stable schedule and often a quiet home, which correlate with income and education, both of which relate to dementia rates. Reverse causation is especially plausible here. Dementia begins altering sleep patterns years before diagnosis. Disrupted sleep may be an early symptom rather than a cause, which would produce exactly this association with no causal link in the claimed direction. What the sample size does. With 80,000 people the margin of error is about \( \dfrac{1}{\sqrt{80000}} \approx 0.35 \) percent. The association is measured very precisely. What the sample size does not do. Nothing about confounding or reverse causation. A confounded association measured to within a third of a percent is still confounded. The size is presented as the reason to believe the causal claim and is not evidence for it at all. What the study establishes. That in this population, eight-hour sleepers developed dementia at a substantially lower rate, and that the difference is far too large to be chance. A real and useful finding. What it does not establish. That sleeping eight hours causes lower dementia risk. That changing one's sleep would change one's risk. That a public health campaign about sleep would reduce dementia by 30 percent, or by any amount. An honest rewrite. "In a study following 80,000 people, those who slept about eight hours a night developed dementia at a 30 percent lower rate. The study did not assign sleep patterns, so it cannot show sleep was the cause; disrupted sleep may itself be an early sign of the disease." What would strengthen the causal case. A dose-response pattern. The association surviving adjustment for depression, apnea and baseline cognitive scores. The association persisting when the years immediately before diagnosis are excluded, which would address reverse causation directly. A biological mechanism, and randomized trials of sleep interventions measuring cognitive outcomes. Why recognizing this pattern matters. The structure appears constantly: an observational association, a very large sample offered as reassurance, and a causal verb in the headline. The large number is the part that makes the claim feel established, and it is precisely the part that is irrelevant to whether the causal claim is true. A strong association, not causation; the large sample removes sampling error but does nothing about confounding or reverse causation

Cumulative review 1 · 10 problems · units 1 to 6

Everything from functions through exponential models

A unit review tells you which unit the problem came from. This one does not, which is the point: naming the family before you touch the problem is half of the work on a real test.

  1. For \( f(x) = x^2 - 4x \), find \( f(-2) \).
    Show the full solution

    \( (-2)^2 - 4(-2) = 4 + 8 \). Watch both minus signs. The squared term is positive and the subtracted term becomes an addition. 12

  2. Solve \( 3x^2 - 12 = 0 \).
    Show the full solution

    \( 3x^2 = 12 \), so \( x^2 = 4 \). \( x = \pm 2 \)

  3. Simplify \( \dfrac{x^2 - 16}{x + 4} \).
    Show the full solution

    Factor the difference of squares: \( \dfrac{(x-4)(x+4)}{x+4} \). \( x - 4 \), with \( x \ne -4 \)

  4. Simplify \( 32^{3/5} \).
    Show the full solution

    Take the fifth root first: \( 32^{1/5} = 2 \). Then cube: \( 2^3 \). Rooting before raising keeps the numbers small, since \( 32^3 = 32768 \) would also work but is harder by hand. 8

  5. Describe the transformations in \( y = (x + 2)^3 - 5 \).
    Show the full solution

    Inside: \( x + 2 = x - (-2) \), so left 2. Outside: down 5. The point of inflection moves from \( (0,0) \) to \( (-2, -5) \). Left 2 and down 5

  6. Divide \( x^3 + 2x^2 - 5x - 6 \) by \( x + 1 \) and factor completely.
    Show the full solution

    Synthetic division with the root \( -1 \) on 1, 2, \( -5 \), \( -6 \): Bring down 1. \( 1(-1) = -1 \); \( 2 - 1 = 1 \). \( 1(-1) = -1 \); \( -5 - 1 = -6 \). \( -6(-1) = 6 \); \( -6 + 6 = 0 \) ✓ Quotient \( x^2 + x - 6 = (x + 3)(x - 2) \). Complete factorization: \( (x + 1)(x + 3)(x - 2) \). Check the constant term: \( (1)(3)(-2) = -6 \) ✓ The synthetic divisor is the root, not the factor. Dividing by \( x + 1 \) means using \( -1 \). \( (x+1)(x+3)(x-2) \)

  7. Solve \( \sqrt{3x + 1} = x - 1 \).
    Show the full solution

    Square both sides: \( 3x + 1 = x^2 - 2x + 1 \). \( x^2 - 5x = 0 \), so \( x(x - 5) = 0 \) and the candidates are \( x = 0 \) and \( x = 5 \). Check \( x = 0 \): \( \sqrt{1} = 1 \) but \( 0 - 1 = -1 \). ✗ Extraneous. Check \( x = 5 \): \( \sqrt{16} = 4 \) and \( 5 - 1 = 4 \) ✓ The left side is never negative, so the right side cannot be either. Squaring destroyed that information, which is why the check is required. \( x = 5 \) only

  8. Find the value of $5,000 invested at 5 percent compounded quarterly for 8 years.
    Show the full solution

    Quarterly rate: \( \dfrac{0.05}{4} = 0.0125 \), over \( 8 \times 4 = 32 \) periods. \( 5000(1.0125)^{32} \). \( \ln(1.0125) \approx 0.0124225 \), times 32 gives 0.397520, and \( e^{0.397520} \approx 1.488130 \). \( 5000(1.488130) \approx 7440.65 \). Sanity check: 5 percent simple for 8 years would give \( 5000(1.4) = \$7{,}000 \). Compounding should exceed that, and $7,440.65 does ✓ About $7,440.65

  9. Find all roots of \( x^3 - 6x^2 + 11x - 6 = 0 \).
    Show the full solution

    Rational root candidates: \( \pm 1, \pm 2, \pm 3, \pm 6 \). Test \( x = 1 \): \( 1 - 6 + 11 - 6 = 0 \) ✓ Synthetic division by 1 on 1, \( -6 \), 11, \( -6 \): Bring down 1. \( 1 \); \( -6 + 1 = -5 \). \( -5 \); \( 11 - 5 = 6 \). \( 6 \); \( -6 + 6 = 0 \) ✓ Quotient \( x^2 - 5x + 6 = (x - 2)(x - 3) \). Roots: 1, 2, 3. Check with the coefficients: the sum should be \( -\dfrac{b}{a} = 6 \), and \( 1 + 2 + 3 = 6 \) ✓ The product should be \( -\dfrac{d}{a} = 6 \), and \( 1 \times 2 \times 3 = 6 \) ✓ \( x = 1, 2, 3 \)

  10. A ball is thrown upward from a height of 6 feet with an initial speed of 40 feet per second, so its height is \( h(t) = -16t^2 + 40t + 6 \). Find the maximum height, the time it hits the ground, and explain what the discriminant says about the situation.
    Show the full solution

    Find the maximum. The leading coefficient is negative, so the parabola opens downward and the vertex is the maximum. \( t = -\dfrac{b}{2a} = -\dfrac{40}{2(-16)} = \dfrac{40}{32} = 1.25 \) seconds. \( h(1.25) = -16(1.5625) + 40(1.25) + 6 = -25 + 50 + 6 = 31 \) feet. Sanity check the time. The ball rises for 1.25 seconds and then falls, which is a plausible flight for a 40 ft/s throw ✓ Find when it hits the ground. Set \( h(t) = 0 \): \( -16t^2 + 40t + 6 = 0 \). Compute the discriminant. \( b^2 - 4ac = 1600 - 4(-16)(6) = 1600 + 384 = 1984 \). \( \sqrt{1984} \approx 44.5421 \). Apply the quadratic formula. \( t = \dfrac{-40 \pm 44.5421}{-32} \). First root: \( \dfrac{-40 - 44.5421}{-32} = \dfrac{-84.5421}{-32} \approx 2.642 \) seconds. Second root: \( \dfrac{-40 + 44.5421}{-32} = \dfrac{4.5421}{-32} \approx -0.142 \) seconds. Reject the negative root. Time cannot be negative in this situation, so the ball lands at about 2.64 seconds. Verify. \( h(2.642) = -16(6.980) + 40(2.642) + 6 = -111.68 + 105.68 + 6 = 0.00 \) ✓ What the discriminant says. It is 1984, which is positive, so the parabola crosses the horizontal axis at two distinct points. Mathematically both are solutions; physically only the positive one is a time. What the negative root means. It is where the parabola would have been at ground level if the motion had extended backward in time before the throw. The model does not describe that period, so the root is discarded on physical grounds rather than mathematical ones. This is a domain restriction from the context, not an extraneous root. Why the discriminant had to be positive here. The ball starts at 6 feet, above the ground, so the parabola begins above the axis and must eventually cross it. A zero or negative discriminant would mean the ball never reached the ground, which the physical setup forbids. Check the symmetry. The two roots, \( -0.142 \) and 2.642, average to 1.250, which is exactly the vertex time ✓ That is a good check on the arithmetic, since the roots of any parabola are symmetric about its axis. Maximum 31 feet at 1.25 seconds; lands at about 2.64 seconds; the positive discriminant means two crossings, only one of which is a physical time

Cumulative review 2 · 10 problems · units 1 to 11

The whole year, in no particular order

These are drawn from every unit and shuffled. If you can identify what kind of object each problem is about before deciding what to do with it, the course has done what it was meant to.

  1. Evaluate \( \log_3 81 \).
    Show the full solution

    \( 3^4 = 81 \). 4

  2. Convert \( 135^\circ \) to radians.
    Show the full solution

    \( 135 \times \dfrac{\pi}{180} = \dfrac{135\pi}{180} \). \( \frac{3\pi}{4} \)

  3. Give the common ratio of 24, 12, 6, 3.
    Show the full solution

    \( \frac{1}{2} \)

  4. Evaluate \( \sin \dfrac{\pi}{6} \).
    Show the full solution

    \( \frac{1}{2} \)

  5. Find the z-score for \( x = 64 \) when \( \mu = 70 \) and \( \sigma = 4 \).
    Show the full solution

    \( \dfrac{64 - 70}{4} = \dfrac{-6}{4} \). \( -1.5 \)

  6. Solve \( 5^x = 60 \) to four decimal places.
    Show the full solution

    Take natural logarithms: \( x\ln 5 = \ln 60 \). \( x = \dfrac{\ln 60}{\ln 5} = \dfrac{4.09434}{1.60944} \approx 2.5439 \). Estimate check: \( 5^2 = 25 \) and \( 5^3 = 125 \), so the answer should fall between 2 and 3 ✓ Verify: \( 5^{2.5439} = e^{2.5439 \times 1.60944} = e^{4.0943} \approx 60.0 \) ✓ About 2.5439

  7. Find the sum of \( 36 + 12 + 4 + \cdots \).
    Show the full solution

    Geometric with \( r = \dfrac{12}{36} = \dfrac{1}{3} \), and \( |r| \lt 1 \), so it converges. \( S = \dfrac{36}{1 - \frac{1}{3}} = \dfrac{36}{\frac{2}{3}} = 54 \). Check with partial sums: 36, 48, 52, 53.33, 53.78. Approaching 54 ✓ 54

  8. Solve \( 2\sin\theta = \sqrt{2} \) on \( [0, 2\pi) \).
    Show the full solution

    \( \sin\theta = \dfrac{\sqrt{2}}{2} \). Reference angle \( \dfrac{\pi}{4} \), sine positive in quadrants I and II. Quadrant I: \( \dfrac{\pi}{4} \). Quadrant II: \( \pi - \dfrac{\pi}{4} = \dfrac{3\pi}{4} \). \( \frac{\pi}{4} \) and \( \frac{3\pi}{4} \)

  9. Given \( \sin\theta = \dfrac{4}{5} \) with \( \theta \) in quadrant II, find \( \sin 2\theta \) and \( \cos 2\theta \).
    Show the full solution

    Find the cosine: \( \cos^2\theta = 1 - \dfrac{16}{25} = \dfrac{9}{25} \), and quadrant II has \( x \lt 0 \), so \( \cos\theta = -\dfrac{3}{5} \). \( \sin 2\theta = 2\left( \dfrac{4}{5} \right)\left( -\dfrac{3}{5} \right) = -\dfrac{24}{25} \). \( \cos 2\theta = 1 - 2\left( \dfrac{16}{25} \right) = 1 - \dfrac{32}{25} = -\dfrac{7}{25} \). Check: \( \dfrac{576 + 49}{625} = \dfrac{625}{625} = 1 \) ✓ Both negative, so \( 2\theta \) is in quadrant III. The quadrant of a doubled angle has to be read from the computed signs, not guessed from the original. \( \sin 2\theta = -\frac{24}{25} \), \( \cos 2\theta = -\frac{7}{25} \)

  10. A medication with a 6-hour half-life is taken as a 300 mg dose every 6 hours. Find the long-run peak and trough amounts in the body using an infinite series, then find how long it would take to fall from the peak to 50 mg if dosing stopped.
    Show the full solution

    Set up the steady-state series. With a 6-hour half-life and 6-hour intervals, each previous dose has exactly half remaining when the next arrives. In the long run, just after a dose the body holds \[ 300 + 150 + 75 + 37.5 + \cdots \] Sum it. Geometric with \( a_1 = 300 \) and \( r = 0.5 \), and \( |r| \lt 1 \), so it converges. \( S = \dfrac{300}{1 - 0.5} = 600 \) mg. Find the trough. Six hours later everything has halved: \( \dfrac{600}{2} = 300 \) mg. Check by a second route. If the steady peak is \( P \), then six hours later the body holds \( \dfrac{P}{2} \), and the next dose brings it to \( \dfrac{P}{2} + 300 \). For a steady state that must equal \( P \): \( \dfrac{P}{2} = 300 \), so \( P = 600 \) ✓ Two independent arguments agreeing. Trace the approach. Dose 1: peak 300, trough 150. Dose 2: peak 450, trough 225. Dose 3: peak 525, trough 262.5. Dose 4: peak 562.5. Climbing toward 600, halving the remaining gap each time ✓ Now find the decay time from 600 mg to 50 mg. The decay model is \( A(t) = 600 \left( \dfrac{1}{2} \right)^{t/6} \). Set it equal to 50: \( \left( \dfrac{1}{2} \right)^{t/6} = \dfrac{50}{600} = \dfrac{1}{12} \). Take natural logarithms. \( \dfrac{t}{6}\ln(0.5) = \ln\left( \dfrac{1}{12} \right) \). \( \ln(0.5) \approx -0.69315 \) and \( \ln\left( \dfrac{1}{12} \right) \approx -2.48491 \). \( \dfrac{t}{6} = \dfrac{-2.48491}{-0.69315} \approx 3.5850 \). Both logarithms are negative and their quotient is positive, as it must be for a time. \( t \approx 6(3.5850) \approx 21.5 \) hours. Verify by substitution. \( 600 \left( \dfrac{1}{2} \right)^{3.585} = 600 \, e^{3.585 \times (-0.69315)} = 600 \, e^{-2.4850} = 600(0.08333) = 50.0 \) ✓ Check against the half-lives directly. After 3 half-lives (18 hours): \( \dfrac{600}{8} = 75 \) mg. After 4 half-lives (24 hours): \( \dfrac{600}{16} = 37.5 \) mg. Fifty milligrams lies between 75 and 37.5, so the time must lie between 18 and 24 hours. The computed 21.5 does ✓ What the exponent 3.585 is. It is the number of half-lives needed, and it equals \( \log_2 12 \), since the amount must fall by a factor of 12. Check: \( 2^{3.585} = e^{3.585 \times 0.69315} = e^{2.4850} \approx 12.0 \) ✓ What the two parts have in common. Both are the same exponential decay with the same half-life. The first part sums what accumulates under repeated dosing; the second follows a single decay curve. The series and the logarithm are answering questions about one process from opposite ends. What this means clinically. The body holds twice as much at steady state as one dose supplies, and reaching that level takes four or five doses, about a day. That delay is why some medications begin with a larger loading dose. On the other end, clearing down to a low level after stopping takes about the same day again, which is why the effects of a drug do not end when the last dose is taken. The fluctuation. The amount swings between 600 and 300 mg, a factor of two, because the dosing interval equals the half-life exactly. Dosing more often relative to the half-life would raise the average and narrow the swing, which is the trade-off behind any dosing schedule. Peak 600 mg, trough 300 mg; about 21.5 hours to fall to 50 mg

Reference · always available

Everything this course lets you quote without deriving it

This sheet lists every formula and named result the course establishes, with the lesson that derives each one, so you can check whether a result is available to you yet. Nothing here is meant to be memorized in one sitting; it is meant to be looked up. Where a formula has a short derivation, the lesson gives it, and rederiving is usually faster than trying to recall a form you half remember.

Calculator policy. Units 1 through 5 need no calculator and expect exact answers: write \( 3 \pm \sqrt{7} \) rather than 5.65, and \( \dfrac{\sqrt{6}+\sqrt{2}}{4} \) rather than 0.966, unless a question asks for a decimal. Units 6 through 8 need one for logarithms and compound interest. Unit 9 onward needs one in radian mode for anything not an exact value. A quick test: \( \sin(1) \) must give 0.8415. If it gives 0.0175 the calculator is in degrees, and every trigonometric answer this course expects will be wrong.

The four errors this course names

The errorWhy it is wrong
Canceling a term instead of a factor\( \dfrac{x+3}{3} \ne x \). Only factors of the whole numerator cancel. Lesson 4.1
Not checking for extraneous rootsSquaring, clearing denominators and condensing logarithms can add solutions. Lessons 4.5, 5.5, 7.6, 10.5
The linearity error\( (a+b)^2 \ne a^2+b^2 \), \( \sqrt{a+b} \ne \sqrt a + \sqrt b \), \( \log(a+b) \ne \log a + \log b \), \( \dfrac{1}{a+b} \ne \dfrac1a + \dfrac1b \), \( \sin(A+B) \ne \sin A + \sin B \). All one mistake
Losing the domainA restriction that vanishes when an expression is simplified is still a restriction. Lessons 4.1, 5.6, 7.1

Functions and transformations

ResultWhere it comes from
\( y = af\big(b(x-h)\big) + k \)General transformed form, lesson 1.3
Outside operations act on outputs and read directly; inside operations act on inputs and read in reverseLesson 1.3
Even: \( f(-x) = f(x) \), symmetric in the \( y \)-axisLesson 1.4
Odd: \( f(-x) = -f(x) \), symmetric about the originLesson 1.4
\( (f \circ g)(x) = f\big(g(x)\big) \), inner function firstComposition, lesson 1.6
Inverses satisfy \( f\big(f^{-1}(x)\big) = x \) and \( f^{-1}\big(f(x)\big) = x \)Lesson 1.7
A function has an inverse only if it is one-to-oneLesson 1.7

Quadratics and complex numbers

ResultWhere it comes from
Standard \( ax^2+bx+c \), vertex \( a(x-h)^2+k \), factored \( a(x-r_1)(x-r_2) \)The three forms, lesson 2.1
Axis of symmetry \( x = -\dfrac{b}{2a} \)Lesson 2.1
Complete the square: add \( \left( \dfrac{b}{2} \right)^2 \)Lesson 2.2
\( x = \dfrac{-b \pm \sqrt{b^2-4ac}}{2a} \)Quadratic formula, lesson 2.3
\( b^2-4ac \): positive two real roots, zero one, negative two complexDiscriminant, lesson 2.4
\( i^2 = -1 \), \( i^3 = -i \), \( i^4 = 1 \)Lesson 2.5
Complex roots of a real polynomial come in conjugate pairsLesson 2.6
Sum of roots \( -\dfrac{b}{a} \), product \( \dfrac{c}{a} \)Lesson 2.6

Polynomials

ResultWhere it comes from
End behavior is set by the degree's parity and the leading coefficient's signLesson 3.1
Synthetic division works only for a divisor \( x - c \)Lesson 3.3
Remainder theorem: dividing by \( x-c \) leaves \( f(c) \)Lesson 3.4
Factor theorem: \( x-c \) is a factor exactly when \( f(c)=0 \)Lesson 3.4
\( a^3 \pm b^3 = (a \pm b)(a^2 \mp ab + b^2) \)Sum and difference of cubes, lesson 3.5
Rational roots have the form \( \dfrac{p}{q} \) with \( p \mid \) constant, \( q \mid \) leading coefficientLesson 3.6
Odd multiplicity crosses, even multiplicity touchesLesson 3.7

Rational expressions

ResultWhere it comes from
Record the restrictions from the original denominator, before any cancelingLesson 4.1
Divide by multiplying by the reciprocalLesson 4.2
Adding needs a common denominator; the least one is the product of every distinct factor at its highest powerLesson 4.3
Every candidate solution must be checked against the restrictionsLesson 4.5
Vertical asymptote where a denominator factor does not cancel; hole where it doesLesson 4.6
Horizontal asymptote: \( y=0 \) if the bottom degree is larger, the ratio of leading coefficients if equal, none if the top is largerLesson 4.6

Exponents and radicals

ResultWhere it comes from
\( x^{m/n} = \sqrt[n]{x^m} = \left( \sqrt[n]{x} \right)^m \)Lesson 5.1
\( x^a x^b = x^{a+b} \), \( \dfrac{x^a}{x^b} = x^{a-b} \), \( (x^a)^b = x^{ab} \)Lesson 5.1
\( x^{-n} = \dfrac{1}{x^n} \), \( x^0 = 1 \) for \( x \ne 0 \)Lesson 5.1
\( \sqrt{ab} = \sqrt a \sqrt b \) and \( \sqrt{\dfrac{a}{b}} = \dfrac{\sqrt a}{\sqrt b} \), for nonnegative valuesLesson 5.2
Rationalize a binomial denominator with its conjugateLesson 5.4
Squaring can add solutions, so every candidate must be checkedLesson 5.5
\( \sqrt{x^2} = |x| \), not \( x \)Lesson 5.7

Exponential and logarithmic functions

ResultWhere it comes from
\( f(x) = ab^x \), with \( a \) the initial value and \( b \) the multiplierLesson 6.1
\( A = P\left( 1 + \dfrac{r}{n} \right)^{nt} \)Compound interest, lesson 6.3
\( A = Pe^{rt} \)Continuous compounding, lesson 6.3
\( A = A_0 \left( \dfrac{1}{2} \right)^{t/h} \), with \( h \) the half-lifeLesson 6.6
Constant differences mean linear; constant ratios mean exponentialLesson 6.5
\( \log_b x = y \) means exactly \( b^y = x \); the argument must be positiveLesson 7.1
\( \log_b(MN) = \log_b M + \log_b N \)Product property, lesson 7.3
\( \log_b \dfrac{M}{N} = \log_b M - \log_b N \)Quotient property, lesson 7.3
\( \log_b(M^p) = p\log_b M \)Power property, lesson 7.3
\( \log_b x = \dfrac{\ln x}{\ln b} = \dfrac{\log x}{\log b} \)Change of base, lesson 7.4
One unit on a logarithmic scale is a factor of 10; subtract the readings, then raise 10 to the differenceLesson 7.7

Sequences and series

ResultWhere it comes from
Arithmetic: \( a_n = a_1 + (n-1)d \)Lesson 8.2
\( S_n = \dfrac{n}{2}(a_1 + a_n) = \dfrac{n}{2}\big(2a_1 + (n-1)d\big) \)Arithmetic series, lesson 8.3
Geometric: \( a_n = a_1 r^{n-1} \)Lesson 8.4
\( S_n = a_1 \dfrac{1 - r^n}{1-r} \) for \( r \ne 1 \). Note \( r^n \), not \( r^{n-1} \)Geometric series, lesson 8.5
\( S = \dfrac{a_1}{1-r} \), only when \( |r| \lt 1 \)Infinite geometric series, lesson 8.6
\( \dbinom{n}{k} = \dfrac{n!}{k!(n-k)!} \), the entry in row \( n \), position \( k \)Lesson 8.7
\( (a+b)^n = \displaystyle\sum_{k=0}^{n} \binom{n}{k} a^{n-k}b^k \)Binomial theorem, lesson 8.7

Angles and the unit circle

ResultWhere it comes from
\( 180^\circ = \pi \) radians; multiply by \( \dfrac{\pi}{180} \) or \( \dfrac{180}{\pi} \)Lesson 9.1
\( s = r\theta \) and \( A = \dfrac{1}{2}r^2\theta \), both requiring radiansLesson 9.1
The unit circle point at \( \theta \) is \( (\cos\theta, \sin\theta) \)Lesson 9.2
\( \tan\theta = \dfrac{y}{x} \), \( \csc\theta = \dfrac{1}{\sin\theta} \), \( \sec\theta = \dfrac{1}{\cos\theta} \), \( \cot\theta = \dfrac{1}{\tan\theta} \)Lesson 9.3
Reference angle: \( \theta \), \( \pi-\theta \), \( \theta-\pi \), \( 2\pi-\theta \) by quadrantLesson 9.4
Sine follows \( y \), cosine follows \( x \), tangent follows their quotientSigns by quadrant, lesson 9.4

Exact values worth knowing

AngleSine, cosine, tangent
\( 0 \)\( 0 \), \( 1 \), \( 0 \)
\( \dfrac{\pi}{6} = 30^\circ \)\( \dfrac{1}{2} \), \( \dfrac{\sqrt3}{2} \), \( \dfrac{\sqrt3}{3} \)
\( \dfrac{\pi}{4} = 45^\circ \)\( \dfrac{\sqrt2}{2} \), \( \dfrac{\sqrt2}{2} \), \( 1 \)
\( \dfrac{\pi}{3} = 60^\circ \)\( \dfrac{\sqrt3}{2} \), \( \dfrac{1}{2} \), \( \sqrt3 \)
\( \dfrac{\pi}{2} = 90^\circ \)\( 1 \), \( 0 \), undefined

Trigonometric graphs and identities

ResultWhere it comes from
\( y = a\sin\big(b(x-h)\big)+k \): amplitude \( |a| \), period \( \dfrac{2\pi}{b} \), shift \( h \), midline \( y=k \)Lessons 9.5 and 9.6
Factor \( b \) out before reading the phase shift, or set the whole argument to zeroLesson 9.6
Midline is the average of the extremes; amplitude is half their differenceModeling, lesson 9.7
\( \sin^2\theta + \cos^2\theta = 1 \)Lesson 10.1
\( \tan^2\theta + 1 = \sec^2\theta \) and \( 1 + \cot^2\theta = \csc^2\theta \)Lesson 10.1
\( \sin(A \pm B) = \sin A\cos B \pm \cos A\sin B \)Lesson 10.3
\( \cos(A \pm B) = \cos A\cos B \mp \sin A\sin B \), sign opposite to the angle'sLesson 10.3
\( \sin 2\theta = 2\sin\theta\cos\theta \)Lesson 10.4
\( \cos 2\theta = \cos^2\theta - \sin^2\theta = 2\cos^2\theta - 1 = 1 - 2\sin^2\theta \)Lesson 10.4
Sine and cosine solutions add \( 2\pi n \); tangent solutions add \( \pi n \)Lesson 10.5
\( \arcsin \) ranges over \( \left[ -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right] \), \( \arccos \) over \( [0, \pi] \), \( \arctan \) over \( \left( -\dfrac{\pi}{2}, \dfrac{\pi}{2} \right) \)Lesson 10.6

Statistics and inference

ResultWhere it comes from
Symmetric data take the mean and standard deviation; skewed data take the median and interquartile rangeLesson 11.1
\( s = \sqrt{\dfrac{\sum(x-\bar x)^2}{n-1}} \) for a sampleLesson 11.1
\( z = \dfrac{x - \mu}{\sigma} \), and \( x = \mu + z\sigma \) in reverseLesson 11.2
68, 95 and 99.7 percent within 1, 2 and 3 standard deviationsEmpirical rule, lesson 11.3
Halve the outside percentage for a single tailLesson 11.3
Randomness, not size, is what makes a sample representativeLesson 11.4
Only a randomized controlled experiment supports a causal claimLesson 11.5
Margin of error about \( \dfrac{1}{\sqrt n} \), or \( 1.96\sqrt{\dfrac{\hat p(1-\hat p)}{n}} \)Lesson 11.6
Quadrupling the sample halves the margin; the margin never covers biasLesson 11.6

Two habits are worth more than any single entry above. The first is naming the family before touching the problem, since every technique in this course belongs to a family and applying the wrong one wastes the effort entirely. The second is checking: substitute the answer back, test the domain, and confirm the size is plausible. Nearly every error this reference warns about is caught by one of those two steps.

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