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MTH 101
ELEMENTARY MATHEMATICS I (ALGEBRA AND TRIGONOMETRY)
Course Code: MTH 101
Course Title: Elementary Mathematics I (Algebra and Trigonometry)
Published by: Book Bank Team
Material: Book Bank Material

CHAPTER ONE

Elementary Set Theory

1.1 Introduction to Sets

The concept of a set is one of the fundamental ideas of mathematics. Much of modern mathematics involves identifying objects, grouping them according to specified properties, and studying relationships among such groups. Numbers, points, functions, solutions of equations, students in a class, and outcomes of an experiment may all be considered as members of suitable sets.

Set theory therefore provides a language for describing collections of mathematical objects precisely. Before one can study operations such as union and intersection, or use Venn diagrams to solve problems, it is necessary to understand what constitutes a set, how sets are represented, and how one set may be related to another.

1.2 Meaning and Definition of a Set

Definition

A set is a well-defined collection of distinct objects considered as a single entity. The objects belonging to the set are called its elements or members.

The expression well-defined is important. It means that there must be an unambiguous rule for deciding whether a particular object belongs to the collection. Membership should not depend merely on personal opinion.

Examples

The following are sets:

  1. The vowels in the English alphabet: {a, e, i, o, u}.
  2. The positive integers less than 6: {1, 2, 3, 4, 5}.
  3. The solutions of x2 - 5x + 6 = 0: {2, 3}.
  4. The months having exactly 30 days: {April, June, September, November}.

By contrast, a collection such as “the most beautiful cities in Nigeria” does not, without an agreed objective criterion, define a mathematical set satisfactorily. Different people may disagree about which cities satisfy the description. The collection is therefore not well-defined in the mathematical sense.

Elements of a Set

The individual objects in a set are its elements. Sets are usually denoted by capital letters such as A, B, C, X and Y, while their elements are often represented by lower-case letters or appropriate numbers.

For example, if

A = {2, 4, 6, 8},

then 2, 4, 6 and 8 are elements of A.

The order in which elements are written does not change a set. Thus,

{1, 2, 3} = {3, 1, 2}.

Also, repetition of an element does not create a new element. Hence,

{1, 1, 2, 2, 3} = {1, 2, 3}.
Important Point

A set records membership, not frequency. An element either belongs to a set or it does not. Writing an element several times does not alter the set.

1.3 Set Notation and Membership

Two symbols are particularly important when discussing membership of sets:

Symbol Meaning Example
∈ “is an element of” or “belongs to” 3 ∈ {1, 2, 3, 4}
∉ “is not an element of” or “does not belong to” 7 ∉ {1, 2, 3, 4}

If A = {2, 4, 6, 8}, then 4 ∈ A, while 5 ∉ A.

Braces and Set Notation

The elements of a set are conventionally enclosed in braces { }. Parentheses and square brackets have other mathematical functions and should not normally replace braces when listing the elements of a set.

Common Student Mistake

Do not confuse ∈ with ⊆. The symbol ∈ relates an element to a set, whereas ⊆ relates one set to another set.

For example, if A = {1,2,3}, then 1 ∈ A, while {1} ⊆ A.

1.4 Methods of Describing Sets

A set may be represented in several ways. The two most important methods at this level are the roster method and the set-builder method. A set may also be described verbally when the defining property is sufficiently clear.

1.4.1 Roster or Listing Method

In the roster method, the elements of the set are listed individually inside braces and separated by commas.

Example 1

Let A be the set of positive odd integers less than 10. Then

A = {1, 3, 5, 7, 9}.

When a pattern is obvious and the set contains many elements, an ellipsis may be used. For example,

B = {2, 4, 6, 8, 10, ...}

describes the positive even integers, provided the intended pattern is clear.

1.4.2 Set-Builder Method

The set-builder method describes a set by specifying the property that every member must satisfy. A common form is

A = {x : x satisfies a specified condition}.

The colon is read as “such that.” A vertical bar | may also be used with the same meaning.

Example 2

The set of positive even integers less than 12 may be written as

A = {x ∈ ℕ : x is even and x < 12}.

In roster form, this is

A = {2, 4, 6, 8, 10}.

1.4.3 Descriptive Method

A set may be described in words. For example:

C = {the prime numbers less than 10}.

Its roster form is C = {2, 3, 5, 7}.

Comparison of Roster and Set-Builder Forms

Feature Roster Form Set-Builder Form
Method Lists individual elements. States a defining property.
Example {2,4,6,8} {x ∈ ℕ : x is even, 2 ≤ x ≤ 8}
Convenience Useful for small finite sets. Useful when listing every member is inconvenient or impossible.

1.5 Types of Sets

Sets may be classified according to the number of elements they contain or according to their relationship with other sets. The classifications below occur frequently in elementary mathematics.

1.5.1 Empty or Null Set

Definition

An empty set is a set containing no element. It is denoted by ∅ or { }.

For example, let

A = {x ∈ ℕ : x < 0}.

Since no natural number is negative, A = ∅.

Important Distinction

∅ and {∅} are not the same set. The set ∅ has no element, whereas {∅} has one element, namely the empty set itself.

1.5.2 Singleton Set

A singleton set contains exactly one element.

For example,

A = {5}

is a singleton set. Similarly, the set of solutions of x + 3 = 0 is {-3}, which is a singleton.

1.5.3 Finite Set

A set is finite if it contains a definite number of elements.

For example,

B = {2, 4, 6, 8, 10}

is finite because it contains five elements.

1.5.4 Infinite Set

A set is infinite if it is not finite; that is, its elements do not terminate after a finite number of members.

Examples include

ℕ = {1, 2, 3, 4, ...}

and

{2, 4, 6, 8, 10, ...}.

1.5.5 Universal Set

Definition

A universal set is the set containing all objects under consideration in a particular discussion. It is commonly denoted by U.

The universal set depends on the context. Suppose a problem concerns integers from 1 to 10. One may define

U = {1,2,3,4,5,6,7,8,9,10}.

If A is the set of even numbers in this universe, then

A = {2,4,6,8,10}.

The same set A could have a different universal set in another problem. The universal set must therefore be determined from the context rather than assumed automatically.

1.5.6 Disjoint Sets

Two sets are disjoint if they have no element in common.

For example,

A = {1,3,5},    B = {2,4,6}.

No element belongs to both sets. Therefore, A and B are disjoint. In the next chapter, this condition will be expressed as A ∩ B = ∅.

1.6 Equality and Equivalence of Sets

Equal Sets

Definition

Two sets A and B are equal if and only if they contain exactly the same elements.

Thus,

A = B

means that every element of A belongs to B and every element of B belongs to A.

Example 3

Let

A = {1,2,3,4},    B = {4,3,2,1}.

Then A = B. The different order of listing does not affect equality.

Equivalent Sets

Two finite sets are equivalent if they contain the same number of elements. They need not contain the same elements.

Example 4

Consider

A = {2,4,6},    B = {a,b,c}.

Each set contains three elements. They are therefore equivalent in cardinality, but they are not equal because their elements are different.

Equal Sets Equivalent Finite Sets
Contain exactly the same elements. Contain the same number of elements.
Must have the same cardinality. Need not contain the same elements.
Example: {1,2} = {2,1}. Example: {1,2} and {a,b}.

1.7 Subsets and Proper Subsets

Meaning of a Subset

Definition

A set A is a subset of a set B if every element of A is also an element of B. This is written as A ⊆ B.

For example, let

A = {2,4},    B = {1,2,3,4,5}.

Since every element of A occurs in B,

A ⊆ B.

If at least one element of A is not in B, then A is not a subset of B, written A ⊈ B.

Important Properties of Subsets

  1. Every set is a subset of itself: A ⊆ A.
  2. The empty set is a subset of every set: ∅ ⊆ A.
  3. If A ⊆ B and B ⊆ C, then A ⊆ C.
  4. If A ⊆ B and B ⊆ A, then A = B.

Proper Subset

A set A is a proper subset of B when every element of A belongs to B, but A is not equal to B. This may be written as A ⊂ B.

Example 5

If

A = {1,2},    B = {1,2,3},

then A ⊂ B because all members of A occur in B and A ≠ B.

Notation Note

Textbooks are not completely uniform in their use of ⊂. Some use it for any subset, while others reserve it for a proper subset. In this material, ⊆ denotes “subset” and ⊂ denotes “proper subset.”

1.8 Power Sets

Definition

The power set of a set A is the set of all subsets of A. It is denoted by P(A) or sometimes 𝒫(A).

Worked Example 1

Question: Find the power set of A = {a,b}.

Given: A = {a,b}.

Required: P(A).

Solution:

The subsets of A are:

  • the empty set ∅;
  • the singleton set {a};
  • the singleton set {b};
  • the set {a,b} itself.
P(A) = {∅, {a}, {b}, {a,b}}.

Answer: P(A) = {∅, {a}, {b}, {a,b}}.

Number of Subsets

If a finite set contains n elements, then the total number of its subsets is

2n.

This follows because, when constructing a subset, each of the n elements has two possibilities: it is either included or excluded. Consequently, there are

2 × 2 × ··· × 2 = 2n

possible subsets.

Worked Example 2

Question: How many subsets does A = {2,4,6,8,10} have?

Given: n = 5.

Required: Number of subsets.

Formula:

Number of subsets = 2n.

Where: n is the number of elements in the original set.

Solution:

25 = 32.

Answer: The set has 32 subsets.

For a non-empty finite set with n elements, the number of proper subsets is 2n - 1, since the set itself is excluded from its proper subsets.

1.9 Cardinality of Sets

Definition

The cardinality of a finite set is the number of distinct elements in the set. The cardinality of A is commonly denoted by n(A) or |A|.

If

A = {2,4,6,8,10},

then

n(A) = 5.
Worked Example 3

Question: Determine the cardinality of B = {1,2,2,3,3,3,4}.

Given: B = {1,2,2,3,3,3,4}.

Required: n(B).

Solution: Repeated entries do not count as additional elements. Hence the set is simply

B = {1,2,3,4}.

Therefore,

n(B) = 4.

Answer: The cardinality of B is 4.

Chapter Summary

  1. A set is a well-defined collection of distinct objects called elements or members.
  2. Membership is represented by ∈, while non-membership is represented by ∉.
  3. Sets may be represented by roster form, set-builder form or an unambiguous verbal description.
  4. Important types of sets include empty, singleton, finite, infinite, universal and disjoint sets.
  5. Two sets are equal when they contain exactly the same elements.
  6. Equivalent finite sets contain the same number of elements, although their elements may differ.
  7. A ⊆ B means every element of A is also an element of B.
  8. A proper subset of a set is a subset that is not equal to the original set.
  9. The power set P(A) consists of all subsets of A.
  10. A finite set containing n elements has 2n subsets.
  11. The cardinality of a finite set is the number of distinct elements it contains.

Review Exercises

  1. Define a set and explain why the phrase “well-defined” is important.
  2. Write the set of positive multiples of 3 less than 20 in roster form and set-builder form.
  3. State whether each of the following is finite, infinite, singleton or empty where applicable:
    1. {7}
    2. {x ∈ ℕ : x < 0}
    3. {1,2,3,...,100}
    4. {2,4,6,8,...}
  4. If A = {1,2,3}, list all the subsets of A.
  5. Find the power set of {a,b}.
  6. A set contains six elements. How many subsets does it have? How many of these are proper subsets?
  7. Distinguish clearly between equal sets and equivalent finite sets, giving one example of each.
  8. Let A = {2,4,6} and B = {1,2,3,4,5,6}. Determine whether A ⊆ B and justify your answer.
  9. Explain the difference between ∅ and {∅}. State the cardinality of each.
  10. If P(A) contains 128 elements, determine the number of elements in A.

CHAPTER TWO

Operations on Sets and Venn Diagrams

2.1 Introduction to Set Operations

Once sets have been defined, new sets can be formed from existing ones by means of standard operations. These operations allow us to combine sets, identify elements common to them, remove certain elements, or describe elements lying outside a specified set.

The principal operations considered in this chapter are union, intersection, difference and complement. These operations are not merely symbolic procedures. They provide powerful methods for organising information and solving classification and counting problems.

2.2 Union of Sets

Definition

The union of two sets A and B is the set of all elements that belong to A, to B, or to both sets. It is denoted by A ∪ B.

In set-builder notation,

A ∪ B = {x : x ∈ A or x ∈ B}.

Here, the word or is inclusive: an element is included if it belongs to either set or to both.

Example 1

Let

A = {1,2,3,4},    B = {3,4,5,6}.

Then

A ∪ B = {1,2,3,4,5,6}.

Notice that 3 and 4 are written only once. Repetition does not affect the membership of a set.

Union of More Than Two Sets

The union operation can be extended to three or more sets. For example,

A ∪ B ∪ C

contains every element that occurs in at least one of the sets A, B or C.

2.3 Intersection of Sets

Definition

The intersection of two sets A and B is the set containing all elements that belong simultaneously to both A and B. It is denoted by A ∩ B.

In set-builder notation,

A ∩ B = {x : x ∈ A and x ∈ B}.
Example 2

If

A = {2,4,6,8},    B = {4,8,12,16},

then

A ∩ B = {4,8}.

Only 4 and 8 occur in both sets.

Intersection and Disjoint Sets

If two sets have no common element, their intersection is empty:

A ∩ B = ∅.

Such sets are called disjoint sets.

Example 3

If

A = {1,3,5,7},    B = {2,4,6,8},

then

A ∩ B = ∅.

Union versus Intersection

Union Intersection
Symbol: ∪ Symbol: ∩
Combines elements occurring in either set or both. Retains only elements common to both sets.
Associated with inclusive “or.” Associated with “and.”
{1,2,3} ∪ {3,4} = {1,2,3,4} {1,2,3} ∩ {3,4} = {3}

2.4 Difference of Sets

Definition

The difference of A and B, written A \ B or A - B, is the set of elements that belong to A but do not belong to B.

A \ B = {x : x ∈ A and x ∉ B}.
Example 4

Let

A = {1,2,3,4,5},    B = {4,5,6,7}.

Then

A \ B = {1,2,3},

while

B \ A = {6,7}.

This example demonstrates an important fact:

A \ B ≠ B \ A

in general. Set difference is therefore not commutative.

2.5 Complement of a Set

Definition

Let A be a subset of a universal set U. The complement of A is the set of all elements of U that do not belong to A. It is denoted by Ac or A′.

Ac = U \ A.
Example 5

Let

U = {1,2,3,4,5,6,7,8,9,10}

and

A = {2,4,6,8,10}.

Then

Ac = {1,3,5,7,9}.
Common Mistake

A complement cannot be determined correctly unless the universal set is known or clear from the context. For example, if A = {1,2}, the elements of Ac depend entirely on the chosen universal set.

2.6 Fundamental Laws of Set Operations

Set operations obey several algebraic laws. These laws are useful when simplifying set expressions and proving relationships between sets.

2.6.1 Commutative Laws

A ∪ B = B ∪ A
A ∩ B = B ∩ A

Thus, the order of the sets does not affect their union or intersection.

2.6.2 Associative Laws

(A ∪ B) ∪ C = A ∪ (B ∪ C)
(A ∩ B) ∩ C = A ∩ (B ∩ C)

Consequently, expressions such as A ∪ B ∪ C and A ∩ B ∩ C may be written without ambiguity.

2.6.3 Distributive Laws

A ∩ (B ∪ C) = (A ∩ B) ∪ (A ∩ C)
A ∪ (B ∩ C) = (A ∪ B) ∩ (A ∪ C)

2.6.4 Identity Laws

A ∪ ∅ = A
A ∩ U = A

2.6.5 Domination Laws

A ∪ U = U
A ∩ ∅ = ∅

2.6.6 Idempotent Laws

A ∪ A = A
A ∩ A = A

2.6.7 Complement Laws

A ∪ Ac = U
A ∩ Ac = ∅
(Ac)c = A
Uc = ∅,    ∅c = U

2.6.8 Absorption Laws

A ∪ (A ∩ B) = A
A ∩ (A ∪ B) = A

2.6.9 De Morgan's Laws

De Morgan's laws describe how complementation interacts with union and intersection:

(A ∪ B)c = Ac ∩ Bc
(A ∩ B)c = Ac ∪ Bc.

The first law states that the elements outside the union of A and B are precisely those that are outside both sets. The second states that an element outside their intersection fails to belong to at least one of the two sets.

Worked Example 1

Question: Verify the first De Morgan law for

U = {1,2,3,4,5,6}, A = {1,2,3}, B = {3,4}.

Required: Verify that (A ∪ B)c = Ac ∩ Bc.

Solution:

A ∪ B = {1,2,3,4}.

Therefore, relative to U,

(A ∪ B)c = {5,6}.

Also,

Ac = {4,5,6}

and

Bc = {1,2,5,6}.

Hence,

Ac ∩ Bc = {5,6}.

Thus,

(A ∪ B)c = Ac ∩ Bc.

Answer: The identity is verified for the given sets.

2.7 Venn Diagrams

Definition

A Venn diagram is a diagrammatic representation of sets and their relationships, usually using a rectangle for the universal set and closed curves, commonly circles, for subsets.

Venn diagrams are particularly useful for visualising union, intersection, complement and set difference. They also provide an efficient method for solving counting problems involving overlapping groups.

A
B

Two overlapping sets A and B within a universal set. The overlapping region represents A ∩ B.

Representing Common Set Operations

In a two-set Venn diagram:

  • A ∪ B consists of every region lying inside A or B, including their overlap.
  • A ∩ B is only the overlapping region.
  • A \ B is the portion of A outside B.
  • Ac consists of everything in the universal set outside A.
  • (A ∪ B)c is the region outside both circles.

2.8 Cardinality and the Inclusion-Exclusion Principle

Suppose A and B are finite sets. A common mistake is to assume that

n(A ∪ B) = n(A) + n(B).

This is correct only when A and B are disjoint. If they overlap, elements in A ∩ B are counted once in n(A) and again in n(B). The duplicate count must therefore be removed.

Inclusion-Exclusion Principle for Two Sets
n(A ∪ B) = n(A) + n(B) - n(A ∩ B).

The formula may be rearranged according to the unknown quantity. For example,

n(A ∩ B) = n(A) + n(B) - n(A ∪ B).
Worked Example 2

Question: In a class, 32 students study Mathematics, 25 study Physics, and 12 study both subjects. How many students study at least one of the two subjects?

Given:

n(M) = 32

n(P) = 25

n(M ∩ P) = 12

Required: n(M ∪ P).

Formula:

n(M ∪ P) = n(M) + n(P) - n(M ∩ P).

Where: M ∪ P represents students studying Mathematics or Physics or both.

Solution:

n(M ∪ P) = 32 + 25 - 12 = 45.

Answer: 45 students study at least one of the two subjects.

Students in Only One Set

If n(A ∩ B) is known, then

n(A \ B) = n(A) - n(A ∩ B)

and

n(B \ A) = n(B) - n(A ∩ B).

Therefore, the number belonging to exactly one of the two sets is

n(A) + n(B) - 2n(A ∩ B).

2.9 Applications of Venn Diagrams to Two-Set Problems

Many practical counting problems involve individuals or objects belonging to two categories. Typical expressions must be interpreted carefully:

Expression Set Meaning
Both A and B A ∩ B
A or B or both A ∪ B
A only A \ B
B only B \ A
Neither A nor B (A ∪ B)c
Exactly one of A and B (A \ B) ∪ (B \ A)
Worked Example 3

Question: A survey of 80 students showed that 45 students use an electronic textbook, 38 use printed textbooks, and 20 use both. Determine:

  1. the number who use electronic textbooks only;
  2. the number who use printed textbooks only;
  3. the number who use at least one of the two forms;
  4. the number who use neither form.

Given:

n(U)=80,   n(E)=45,   n(P)=38,   n(E ∩ P)=20.

Required: The four specified categories.

Solution:

(a) Electronic textbooks only

n(E\text{ only}) = 45 - 20 = 25.

(b) Printed textbooks only

n(P\text{ only}) = 38 - 20 = 18.

(c) At least one form

n(E ∪ P) = 45 + 38 - 20 = 63.

(d) Neither form

n((E ∪ P)c) = 80 - 63 = 17.

Answer: Electronic only = 25; printed only = 18; at least one = 63; neither = 17.

A useful check is to add the mutually exclusive regions:

25 + 20 + 18 + 17 = 80.

Since this equals the total number surveyed, the allocation is consistent.

Finding an Unknown Intersection

Worked Example 4

Question: In a group of 70 students, 42 offer Economics and 36 offer Mathematics. If every student offers at least one of these subjects, how many offer both?

Given:

n(E)=42,   n(M)=36,   n(E ∪ M)=70.

Required: n(E ∩ M).

Formula:

n(E ∪ M)=n(E)+n(M)-n(E ∩ M).

Solution:

70 = 42 + 36 - n(E ∩ M).
70 = 78 - n(E ∩ M).
n(E ∩ M)=78-70=8.

Answer: 8 students offer both Economics and Mathematics.

2.10 Three-Set Problems

Venn diagrams may also involve three sets. With three sets A, B and C, several overlapping regions are possible: elements belonging to only one set, to exactly two sets, or to all three sets.

The inclusion-exclusion principle for three finite sets is

n(A ∪ B ∪ C) = n(A) + n(B) + n(C) - n(A ∩ B) - n(A ∩ C) - n(B ∩ C) + n(A ∩ B ∩ C).

Why the Triple Intersection Is Added Back

When n(A), n(B) and n(C) are added, an element belonging to all three sets is counted three times. Subtracting the three pairwise intersections then removes that same element three times. It has consequently been counted zero times. The term n(A ∩ B ∩ C) is therefore added once so that every element in the union is ultimately counted exactly once.

Important Interpretation

Unless a problem explicitly says otherwise, a statement such as “20 students study Mathematics and Physics” normally includes students who may also study a third subject. Thus, in a three-set problem, n(M ∩ P) includes the triple intersection M ∩ P ∩ C.

Worked Example 5

Question: In a survey of university students, 50 study Mathematics, 45 study Physics and 40 study Chemistry. Twenty study both Mathematics and Physics, 18 study both Mathematics and Chemistry, 15 study both Physics and Chemistry, while 8 study all three subjects. How many students study at least one of the three subjects?

Given:

n(M)=50,   n(P)=45,   n(C)=40,
n(M ∩ P)=20,   n(M ∩ C)=18,   n(P ∩ C)=15,
n(M ∩ P ∩ C)=8.

Required: n(M ∪ P ∪ C).

Formula:

n(M ∪ P ∪ C)=n(M)+n(P)+n(C)-n(M ∩ P)-n(M ∩ C)-n(P ∩ C)+n(M ∩ P ∩ C).

Solution:

n(M ∪ P ∪ C)=50+45+40-20-18-15+8.
n(M ∪ P ∪ C)=135-53+8=90.

Answer: 90 students study at least one of the three subjects.

Solving a Detailed Three-Set Venn Problem

When a problem asks for individual regions of a three-set Venn diagram, the safest procedure is usually to begin with the innermost region, A ∩ B ∩ C, and then work outward.

Worked Example 6

Question: Among 100 students, 55 take Mathematics, 50 take Physics and 45 take Chemistry. Twenty-five take Mathematics and Physics, 20 take Mathematics and Chemistry, 18 take Physics and Chemistry, and 10 take all three subjects. Determine:

  1. the number taking Mathematics and Physics only;
  2. the number taking only Mathematics;
  3. the number taking at least one subject;
  4. the number taking none of the three subjects.

Given:

n(U)=100,\; n(M)=55,\; n(P)=50,\; n(C)=45,
n(M∩P)=25,\; n(M∩C)=20,\; n(P∩C)=18,\; n(M∩P∩C)=10.

Solution:

(a) Mathematics and Physics only

The stated intersection M ∩ P includes the 10 students who take all three subjects. Therefore,

M \text{ and } P \text{ only} = 25 - 10 = 15.

(b) Mathematics only

First calculate the pairwise-only regions involving Mathematics:

M \text{ and } P \text{ only} = 25-10=15,
M \text{ and } C \text{ only} = 20-10=10.

Therefore,

M\text{ only} = 55 - 15 - 10 - 10 = 20.

(c) At least one subject

n(M∪P∪C)=55+50+45-25-20-18+10.
n(M∪P∪C)=97.

(d) None of the subjects

100-97=3.

Answer: Mathematics and Physics only = 15; Mathematics only = 20; at least one subject = 97; none = 3.

A Systematic Strategy for Venn Diagram Problems

Venn diagram questions become much easier when information is entered in a logical order. For three-set problems, the following reasoning is particularly reliable:

  1. Identify the universal set and the total number of objects, if given.
  2. Draw and label the required sets.
  3. Enter the number belonging to all three sets first.
  4. Calculate and enter the “exactly two sets” regions by subtracting the triple intersection from the corresponding pairwise intersections.
  5. Calculate the “only” regions of individual sets.
  6. Add all regions inside the circles to obtain the union.
  7. If necessary, subtract the union from the universal total to obtain the number belonging to none of the sets.
  8. Check that all mutually exclusive regions add to the stated total.

Common Mistakes in Set Operations and Venn Diagrams

Mistake 1: Adding Without Correcting for Overlap

If 30 students belong to A and 25 belong to B, it is not generally correct to conclude that 55 students belong to A ∪ B. Students belonging to both sets would have been counted twice.

Mistake 2: Confusing Union with Intersection

A ∪ B includes elements in either set or both; A ∩ B contains only elements common to both.

Mistake 3: Treating Pairwise Intersections as “Only” Regions

In a three-set problem, A ∩ B normally includes members that may also belong to C. If the question asks for those in A and B only, the triple intersection must be excluded.

Mistake 4: Ignoring the Universal Set When Taking Complements

A complement is always relative to a universal set. Without identifying the universe, the complement may be ambiguous.

Mistake 5: Confusing “Neither” with the Intersection

“Neither A nor B” means elements outside both sets, namely (A ∪ B)c. It does not mean A ∩ B.

Chapter Summary

  1. The union A ∪ B contains elements belonging to A, B, or both.
  2. The intersection A ∩ B contains elements common to both sets.
  3. Two sets are disjoint when their intersection is empty.
  4. The difference A \ B contains elements in A that are not in B.
  5. The complement Ac consists of elements of the universal set that are not in A.
  6. Union and intersection satisfy commutative, associative, distributive and other standard laws.
  7. De Morgan's laws are (A ∪ B)c = Ac ∩ Bc and (A ∩ B)c = Ac ∪ Bc.
  8. Venn diagrams represent sets and their relationships visually.
  9. For two finite sets, n(A ∪ B)=n(A)+n(B)-n(A ∩ B).
  10. For three finite sets, pairwise intersections are subtracted and the triple intersection is added back once.
  11. In practical Venn diagram problems, mutually exclusive regions should be identified carefully before totals are calculated.

Review Exercises

  1. Let A={1,2,3,4,5} and B={4,5,6,7,8}. Find:
    1. A ∪ B
    2. A ∩ B
    3. A \ B
    4. B \ A
  2. Given U={1,2,3,4,5,6,7,8,9,10} and A={1,3,5,7,9}, find Ac.
  3. If n(A)=28, n(B)=35 and n(A∩B)=12, find n(A∪B).
  4. In a class of 60 students, 35 study French, 28 study Arabic and 12 study both languages. Find the number who:
    1. study French only;
    2. study Arabic only;
    3. study at least one language;
    4. study neither language.
  5. In a survey of 120 people, 75 like football, 60 like basketball and 35 like both. Determine the number who like:
    1. football only;
    2. basketball only;
    3. at least one of the sports;
    4. neither sport.
  6. State De Morgan's two laws for sets and verify one of them using suitable finite sets.
  7. In a group of students, 48 take Mathematics, 40 take Statistics and 15 take both subjects. If 20 students take neither subject, determine the total number of students in the group.
  8. In a survey, 60 people read newspaper A, 50 read newspaper B, and 30 read both. If 90 people were surveyed, determine how many read neither newspaper.
  9. In a class, 40 students take Mathematics, 35 take Physics and 30 take Chemistry. Fifteen take Mathematics and Physics, 12 take Mathematics and Chemistry, 10 take Physics and Chemistry, and 5 take all three. Find the number of students who take at least one of the three subjects.
  10. A survey of 150 students showed that 80 use platform A, 70 use platform B and 60 use platform C. Thirty use both A and B, 25 use both A and C, 20 use both B and C, while 10 use all three platforms.
    1. How many use at least one platform?
    2. How many use none of the three platforms?
    3. How many use A and B only?
    4. How many use only A?

MTH 101

Elementary Mathematics I (Algebra and Trigonometry)

CHAPTER THREE

The Real Number System

3.1 Introduction to the Real Number System

The number system used in elementary algebra is built from several related classes of numbers. These classes did not arise merely as names for different kinds of quantities; each one addresses a particular mathematical need. Counting requires natural numbers, subtraction leads naturally to integers, division introduces rational numbers, while certain lengths and roots lead to irrational numbers. Rational and irrational numbers together form the set of real numbers.

A good understanding of these number classes is essential because algebraic expressions, equations, inequalities, sequences and trigonometric quantities are frequently defined over specified number systems. A solution that is acceptable over the real numbers, for example, may not be acceptable if a problem is restricted to integers.

Central Idea

The real number system consists of all numbers that can be represented as points on the real number line. It includes both rational and irrational numbers.

3.2 Natural Numbers and Whole Numbers

Natural Numbers

The natural numbers are the numbers used in counting. A common convention is

ℕ = {1, 2, 3, 4, 5, ...}.

Some authors include zero in the natural numbers. Because conventions differ, a textbook or examination question should be interpreted according to the definition being used. In this material, unless otherwise stated,

ℕ = {1,2,3,4,...}.

Natural numbers possess several familiar properties. They are closed under addition and multiplication. This means that adding or multiplying any two natural numbers produces another natural number.

Example

Since 5 + 8 = 13 and 4 × 7 = 28, the results remain in ℕ.

However, natural numbers are not closed under subtraction or division. For example,

3 - 7 = -4

is not a natural number, and

3 ÷ 2 = 1.5

is also not a natural number.

Whole Numbers

The whole numbers consist of zero together with the positive counting numbers:

W = {0,1,2,3,4,...}.

Thus, every natural number is a whole number, but zero is a whole number that is not included in our chosen definition of the natural numbers.

3.3 Integers

Definition

The integers are the positive whole numbers, zero and their negative counterparts.

ℤ = {...,-3,-2,-1,0,1,2,3,...}.

Integers arise naturally whenever subtraction produces values below zero. They are used to represent quantities such as temperature below zero, financial debts, downward displacement and positions relative to a chosen reference point.

Properties of Integers

Integers are closed under addition, subtraction and multiplication. For example,

-5 + 8 = 3,
4 - 11 = -7,
(-3)(6) = -18.

They are not closed under division because the quotient of two integers may not be an integer. For example,

5 ÷ 2 = 2.5.

Positive and Negative Integers

A positive integer is greater than zero, while a negative integer is less than zero. Zero itself is neither positive nor negative.

Important Point

Zero is an integer and a whole number. It is neither positive nor negative.

3.4 Rational Numbers

Definition

A rational number is any number that can be expressed in the form p/q, where p and q are integers and q ≠ 0.

The set of rational numbers is denoted by ℚ.

ℚ = {p/q : p, q ∈ ℤ and q ≠ 0}.

Examples of Rational Numbers

The following are rational:

  • 3/5, because it is already a ratio of integers;
  • -7/4;
  • 5, because 5 = 5/1;
  • 0, because 0 = 0/1;
  • 0.75, because 0.75 = 3/4;
  • 0.333..., because 0.333... = 1/3.

Decimal Characterisation of Rational Numbers

A rational number has a decimal expansion that either terminates or repeats periodically.

Examples

1/4 = 0.25 is terminating.

2/3 = 0.666... is recurring.

5/11 = 0.454545... is recurring.

Converting a Recurring Decimal to a Fraction

Worked Example 1

Question: Express 0.777... as a rational number.

Given: x = 0.777...

Required: Express x as a fraction.

Solution:

x = 0.777...

Multiply both sides by 10:

10x = 7.777...

Subtract the first equation from the second:

10x - x = 7.777... - 0.777...
9x = 7.

Therefore,

x = 7/9.

Answer: 0.777... = 7/9.

Worked Example 2

Question: Express 0.272727... as a fraction.

Given: x = 0.272727...

Required: Rational form of x.

Solution:

Since two digits repeat, multiply by 100:

100x = 27.272727...

Subtract:

100x - x = 27.272727... - 0.272727...
99x = 27.
x = 27/99 = 3/11.

Answer: 0.272727... = 3/11.

3.5 Irrational Numbers

Definition

An irrational number is a real number that cannot be expressed as a ratio p/q of two integers with q ≠ 0.

The decimal expansion of an irrational number is non-terminating and non-repeating.

Common examples include

√2, √3, √5, π, e.

For example,

√2 = 1.4142135623...

The digits continue indefinitely without forming a repeating block.

Not Every Square Root Is Irrational

A frequent student mistake is to assume that every square root is irrational. This is false.

Examples

√16 = 4, which is rational.

√49 = 7, which is rational.

√7 is irrational because 7 is not a perfect square.

3.6 Real Numbers and Their Classification

Definition

The set of real numbers, denoted by ℝ, is the set containing all rational and all irrational numbers.

ℝ = ℚ ∪ {irrational numbers}.

The main relationships among the common number systems may be expressed as

ℕ ⊂ W ⊂ ℤ ⊂ ℚ ⊂ ℝ.

This means that every natural number is a whole number, every whole number is an integer, every integer is rational, and every rational number is real.

Number Natural Whole Integer Rational Irrational Real
5 Yes Yes Yes Yes No Yes
0 No, by our convention Yes Yes Yes No Yes
-3 No No Yes Yes No Yes
2/7 No No No Yes No Yes
√3 No No No No Yes Yes
π No No No No Yes Yes
Worked Example 3

Question: Classify each of the following numbers as specifically as possible: 8, -5, 3/4, √25, √10, 0.125, π.

Solution:

  • 8 is natural, whole, integer, rational and real.
  • -5 is integer, rational and real.
  • 3/4 is rational and real.
  • √25 = 5, so it is natural, whole, integer, rational and real.
  • √10 is irrational and real.
  • 0.125 = 1/8, so it is rational and real.
  • π is irrational and real.

3.7 Properties of Real Numbers

The real numbers obey algebraic laws that justify many routine manipulations in algebra. Understanding these laws helps a student distinguish legitimate algebraic steps from invalid ones.

Closure Property

If a and b are real numbers, then

a + b, a - b, ab

are also real numbers. If b ≠ 0, then a/b is also real.

Commutative Property

a + b = b + a
ab = ba.

Subtraction and division are not commutative in general:

a - b ≠ b - a

and

a/b ≠ b/a.

Associative Property

(a+b)+c = a+(b+c)
(ab)c = a(bc).

Distributive Property

a(b+c)=ab+ac.

Similarly,

a(b-c)=ab-ac.

Identity Elements

The additive identity is 0:

a + 0 = a.

The multiplicative identity is 1:

a × 1 = a.

Inverse Elements

The additive inverse of a is -a because

a + (-a) = 0.

For a ≠ 0, the multiplicative inverse of a is 1/a because

a(1/a)=1.
Common Mistake

Zero has no multiplicative inverse because there is no real number x for which 0 × x = 1. Division by zero is therefore undefined.

3.8 Number Line and Ordering of Real Numbers

Every real number corresponds to exactly one point on the real number line. Numbers increase as one moves to the right and decrease as one moves to the left.

-3 -2 -1 0 1 2 3

Thus,

-3 < -1 < 0 < 2 < 5.

A negative number farther from zero is not necessarily greater. For instance,

-8 < -3

because -8 lies farther to the left on the number line.

Density of the Real Numbers

Between any two distinct real numbers, there are infinitely many other real numbers. For example, between 2 and 3 lie

2.1, 2.25, 2.5, 2.99, ...

and infinitely many more.

3.9 Intervals of Real Numbers

An interval is a set of real numbers lying between specified endpoints. Interval notation gives a compact way to describe such sets.

Closed Interval

The closed interval from a to b is

[a,b] = {x ∈ ℝ : a ≤ x ≤ b}.

The square brackets indicate that both endpoints are included.

Open Interval

(a,b) = {x ∈ ℝ : a < x < b}.

The round brackets indicate that the endpoints are excluded.

Half-Open Intervals

[a,b) = {x ∈ ℝ : a ≤ x < b}

and

(a,b] = {x ∈ ℝ : a < x ≤ b}.

Infinite Intervals

Infinity is never treated as an actual endpoint belonging to an interval. Therefore parentheses are always used beside ∞ or -∞.

(a,∞) = {x ∈ ℝ : x > a}
(-∞,b] = {x ∈ ℝ : x ≤ b}.
Inequality Interval Notation
2 ≤ x ≤ 7 [2,7]
2 < x < 7 (2,7)
2 ≤ x < 7 [2,7)
x > 4 (4,∞)
x ≤ -1 (-∞,-1]
Worked Example 4

Question: Express -2 ≤ x < 5 in interval notation.

Given: -2 ≤ x < 5.

Required: Interval notation.

Solution:

Since -2 is included, use a square bracket at the left endpoint. Since 5 is excluded, use a round bracket at the right endpoint.

[-2,5).

Answer: [-2,5).

3.10 Absolute Value

Definition

The absolute value of a real number x, denoted by |x|, is its distance from zero on the real number line.

Because distance is non-negative,

|x| = \begin{cases} x, & x \ge 0, \\ -x, & x < 0. \end{cases}

In ordinary HTML notation, this means:

  • If x ≥ 0, then |x| = x.
  • If x < 0, then |x| = -x.
Examples

|7| = 7.

|-7| = 7.

|0| = 0.

Properties of Absolute Value

For real numbers a and b:

|a| ≥ 0
|ab| = |a||b|
|a/b| = |a|/|b|,   b ≠ 0
|a+b| ≤ |a|+|b|.

The last result is known as the triangle inequality.

Simple Absolute Value Equations

Worked Example 5

Question: Solve |x| = 6.

Required: Values of x.

Principle: If |x| = a and a > 0, then x = a or x = -a.

Solution:

x = 6   or   x = -6.

Answer: x = ±6.

Worked Example 6

Question: Solve |2x-1| = 7.

Given: |2x-1|=7.

Required: Values of x.

Solution:

There are two cases:

2x-1=7

or

2x-1=-7.

From the first equation,

2x=8,   x=4.

From the second equation,

2x=-6,   x=-3.

Answer: x=4 or x=-3.

3.11 Surds and Simple Operations with Irrational Numbers

Definition

A surd is an irrational root written in exact radical form, such as √2, √5 or ∛7.

Surds allow irrational quantities to be kept in exact form rather than replaced by decimal approximations.

Simplifying Surds

A surd may often be simplified by extracting perfect-square factors:

Worked Example 7

Question: Simplify √72.

Given: √72.

Required: Simplest surd form.

Solution:

√72 = √(36 × 2).
√72 = √36 × √2.
√72 = 6√2.

Answer: 6√2.

Addition and Subtraction of Like Surds

Only like surds may be combined directly:

3√5 + 2√5 = 5√5.

But

√2 + √3

cannot be simplified by addition because the radical parts are different.

Multiplication of Surds

√a × √b = √(ab)

when the expressions are defined in the real numbers.

Example
√3 × √12 = √36 = 6.

Rationalising a Simple Denominator

A denominator containing a simple surd may be rationalised by multiplying the numerator and denominator by that surd.

Worked Example 8

Question: Rationalise 3/√5.

Given: 3/√5.

Required: Equivalent expression with rational denominator.

Solution:

3/√5 × √5/√5 = 3√5/5.

Answer: 3√5/5.

Common Mistakes with Real Numbers

Mistake 1: Assuming Every Decimal Is Irrational

Terminating decimals and recurring decimals are rational. For example, 0.125 = 1/8 and 0.333... = 1/3.

Mistake 2: Assuming Every Root Is Irrational

√36 = 6 is rational. A square root becomes irrational only when it cannot be reduced to a rational number.

Mistake 3: Treating Division by Zero as Allowed

Expressions such as 5/0 are undefined. Zero cannot be used as a divisor.

Mistake 4: Misreading Negative Numbers

On the real number line, -8 < -3, not the other way round.

Chapter Summary

  1. The natural numbers are the positive counting numbers.
  2. Whole numbers consist of zero and the positive counting numbers.
  3. Integers include negative whole numbers, zero and positive whole numbers.
  4. A rational number can be expressed as p/q, where p and q are integers and q ≠ 0.
  5. Rational numbers have terminating or recurring decimal expansions.
  6. Irrational numbers cannot be written as ratios of integers and have non-terminating, non-repeating decimal expansions.
  7. Rational and irrational numbers together form the real numbers.
  8. The principal inclusion relationship is ℕ ⊂ W ⊂ ℤ ⊂ ℚ ⊂ ℝ.
  9. Real numbers satisfy closure, commutative, associative and distributive properties.
  10. The real number line gives a geometric representation of ordering among real numbers.
  11. Intervals may be open, closed, half-open or infinite.
  12. The absolute value of a number is its distance from zero.
  13. Surds are exact irrational root expressions and may often be simplified or rationalised.

Review Exercises

  1. Define each of the following: natural number, integer, rational number, irrational number and real number.
  2. Classify each number as specifically as possible:
    1. 12
    2. -9
    3. 0
    4. 7/11
    5. √49
    6. √13
    7. π
  3. Express 0.666... as a fraction.
  4. Express 0.181818... as a fraction.
  5. Explain why every integer is rational.
  6. State the commutative, associative and distributive laws for real numbers.
  7. Express -4 < x ≤ 6 in interval notation.
  8. Write the interval [2,9) as an inequality.
  9. Solve |x|=11.
  10. Solve |3x+2|=8.
  11. Simplify √48.
  12. Simplify 2√3 + 5√3 - √3.
  13. Rationalise 4/√7.
  14. State whether each statement is true or false and justify your answer:
    1. Every rational number is an integer.
    2. Every integer is rational.
    3. Every irrational number is real.
    4. Every square root is irrational.

CHAPTER FOUR

Mathematical Induction

4.1 Introduction to Mathematical Induction

Many mathematical statements are intended to hold for every positive integer. For example, a formula may be proposed for the sum of the first n natural numbers, or a divisibility property may be claimed for all positive integers n. Testing a statement for a few numerical values may suggest that it is true, but such testing does not constitute a proof.

Mathematical induction is a rigorous method for proving statements indexed by the positive integers or, more generally, by consecutive integers beginning from a specified starting value.

Definition

Mathematical induction is a method of proof used to establish that a proposition P(n) is true for all integers n from a specified starting value onward.

The method is based on a chain principle. If the first case is true and each true case forces the next case to be true, then every subsequent case must also be true.

4.2 Principle of Mathematical Induction

Let P(n) be a statement defined for positive integers n. To prove that P(n) is true for every positive integer, it is sufficient to establish the following two conditions:

  1. Base step: Prove that P(1) is true.
  2. Inductive step: Assume that P(k) is true for an arbitrary positive integer k, and use that assumption to prove that P(k+1) is true.

If both steps are successfully completed, then P(n) is true for all positive integers n.

Logical Meaning

The assumption that P(k) is true is called the inductive hypothesis. It is not an assumption that the entire theorem is already proved. It is a temporary assumption about one arbitrary case, used to establish the next case.

4.3 Structure of an Inductive Proof

A well-written proof by mathematical induction usually follows a recognisable structure.

Step 1: State the Proposition

Write clearly what is to be proved. For example,

1 + 2 + 3 + ... + n = n(n+1)/2.

Step 2: Verify the Base Case

Substitute the starting value, usually n=1, into both sides of the proposition and show that they agree.

Step 3: State the Inductive Hypothesis

Assume the result is true when n=k. This gives an equation or relation that may be used in the next step.

Step 4: Prove the Case n = k + 1

Begin with the expression corresponding to the k+1 case. Use the inductive hypothesis and simplify until the required form is obtained.

Step 5: Conclude

State that, since the proposition is true for the base case and truth for n=k implies truth for n=k+1, the result is true for all integers in the stated range.

Important

Checking only the base case does not prove the result. Likewise, proving only the inductive step without establishing the first case is incomplete.

4.4 Proofs of Summation Formulae

One of the most common applications of mathematical induction is the proof of formulae involving sums.

Worked Example 1

Question: Prove by mathematical induction that

1 + 2 + 3 + ... + n = n(n+1)/2

for every positive integer n.

Required: Proof by mathematical induction.

Solution:

Base case: n = 1

Left-hand side:

1.

Right-hand side:

1(1+1)/2 = 1.

Therefore the result is true for n=1.

Inductive hypothesis

Assume the formula is true for n=k. Then

1 + 2 + 3 + ... + k = k(k+1)/2.

Inductive step

For n=k+1, the left-hand side becomes

1 + 2 + 3 + ... + k + (k+1).

Using the inductive hypothesis:

k(k+1)/2 + (k+1).

Factor out k+1:

(k+1)(k/2 + 1).
(k+1)(k+2)/2.

This is exactly the required form with n=k+1, because

(k+1)((k+1)+1)/2 = (k+1)(k+2)/2.

Conclusion: Therefore, by mathematical induction,

1+2+3+...+n = n(n+1)/2

for all positive integers n.

Worked Example 2

Question: Prove that

1+3+5+...+(2n-1)=n2

for all positive integers n.

Solution:

Base case: n = 1

LHS = 1
RHS = 12 = 1.

The statement is true for n=1.

Inductive hypothesis

Assume

1+3+5+...+(2k-1)=k2.

Inductive step

The next odd number after 2k-1 is

2(k+1)-1 = 2k+1.

Therefore, for n=k+1,

1+3+5+...+(2k-1)+(2k+1).

Using the inductive hypothesis:

k2+2k+1.
(k+1)2.

Thus the statement is true for k+1.

Conclusion: By mathematical induction,

1+3+5+...+(2n-1)=n2

for every positive integer n.

Worked Example 3

Question: Prove that

12+22+32+...+n2 = n(n+1)(2n+1)/6.

Solution:

Base case: n = 1

LHS = 1.
RHS = 1(2)(3)/6 = 1.

Hence the result is true for n=1.

Inductive hypothesis

Assume

12+22+...+k2 = k(k+1)(2k+1)/6.

Inductive step

For n=k+1,

12+22+...+k2+(k+1)2.

Using the inductive hypothesis:

k(k+1)(2k+1)/6 + (k+1)2.

Factor out k+1:

(k+1)[k(2k+1)/6 + (k+1)].

Place the terms over a common denominator:

(k+1)[k(2k+1)+6(k+1)]/6.

Simplify:

(k+1)(2k2+7k+6)/6.

Factor the quadratic expression:

2k2+7k+6 = (k+2)(2k+3).

Hence,

(k+1)(k+2)(2k+3)/6.

Since 2k+3 = 2(k+1)+1, this is the required expression

(k+1)((k+1)+1)(2(k+1)+1)/6.

Conclusion: Therefore the formula holds for all positive integers n.

4.5 Proofs Involving Divisibility

Mathematical induction is also useful for proving that certain algebraic expressions are divisible by a given integer.

Divisibility Reminder

An integer a is divisible by a non-zero integer m if there exists an integer q such that a = mq.

Worked Example 4

Question: Prove that 7n-1 is divisible by 6 for every positive integer n.

Required: Show that 6 | (7n-1).

Solution:

Base case: n = 1

71-1 = 6,

which is divisible by 6.

Inductive hypothesis

Assume that 7k-1 is divisible by 6. Then for some integer m,

7k-1 = 6m.

Therefore,

7k = 6m+1.

Inductive step

Consider

7k+1-1.

Then

7k+1-1 = 7·7k-1.

Using 7k=6m+1,

7(6m+1)-1.
42m+7-1.
42m+6 = 6(7m+1).

Since 7m+1 is an integer, 7k+1-1 is divisible by 6.

Conclusion: By mathematical induction, 7n-1 is divisible by 6 for all positive integers n.

Worked Example 5

Question: Prove that 5n-1 is divisible by 4 for all positive integers n.

Solution:

Base case: n = 1

5-1=4,

which is divisible by 4.

Inductive hypothesis

Assume

5k-1=4m

for some integer m. Then

5k=4m+1.

Inductive step

5k+1-1 = 5·5k-1.
= 5(4m+1)-1.
= 20m+4.
= 4(5m+1).

Hence the expression is divisible by 4.

Conclusion: 5n-1 is divisible by 4 for every positive integer n.

4.6 Proofs Involving Inequalities

Induction may be used to prove inequalities, but such proofs require care. One must use the inductive hypothesis in a way that preserves the direction of the inequality.

Worked Example 6

Question: Prove that 2n ≥ n+1 for all positive integers n.

Solution:

Base case: n = 1

21 = 2

and

1+1=2.

Hence 2 ≥ 2, so the statement is true for n=1.

Inductive hypothesis

Assume

2k ≥ k+1.

Inductive step

Then

2k+1 = 2·2k.

Using the inductive hypothesis,

2k+1 ≥ 2(k+1).

Since k ≥ 1,

2(k+1) = 2k+2 ≥ k+2.

Therefore,

2k+1 ≥ k+2.

This is precisely the required statement for n=k+1, because

(k+1)+1 = k+2.

Conclusion: Hence 2n ≥ n+1 for all positive integers n.

Worked Example 7

Question: Prove that n2 ≥ 2n-1 for all positive integers n.

Solution:

Base case: n = 1

12 = 1

and

2(1)-1=1.

Therefore the statement is true for n=1.

Inductive hypothesis

Assume

k2 ≥ 2k-1.

Inductive step

We need to prove

(k+1)2 ≥ 2(k+1)-1.

Expand the left-hand side:

(k+1)2 = k2+2k+1.

By the inductive hypothesis,

k2+2k+1 ≥ (2k-1)+2k+1.
=4k.

For k ≥ 1,

4k ≥ 2k+1.

But

2(k+1)-1 = 2k+1.

Hence

(k+1)2 ≥ 2(k+1)-1.

Conclusion: The result holds for all positive integers n.

4.7 Induction Beginning at an Integer Other Than 1

Not every inductive statement begins at n=1. If a proposition is claimed for all integers n ≥ n0, the base case must be checked at n=n0.

Worked Example 8

Question: Prove that 2n > n2 for all integers n ≥ 5.

Solution:

Base case: n = 5

25 = 32

while

52 = 25.

Therefore, 32 > 25, so the result is true for n=5.

Inductive hypothesis

Assume for some integer k ≥ 5 that

2k > k2.

Inductive step

2k+1 = 2·2k.

Using the inductive hypothesis,

2k+1 > 2k2.

It remains to compare 2k2 with (k+1)2.

We require

2k2 ≥ (k+1)2.

Expanding:

2k2 ≥ k2+2k+1.

This is equivalent to

k2-2k-1 ≥ 0.

For k ≥ 5, this inequality is certainly true; for example,

k2-2k-1 = k(k-2)-1 ≥ 5(3)-1 = 14 > 0.

Therefore,

2k+1 > 2k2 ≥ (k+1)2.

Conclusion: Hence 2n > n2 for every integer n ≥ 5.

Important Point

The base case must match the first integer for which the theorem is claimed. If a result is stated for n ≥ 4, checking only n=1 does not establish the required starting point.

4.8 Common Errors in Mathematical Induction

Error 1: Testing Several Cases Instead of Proving the Statement

Verifying P(1), P(2), P(3) and P(4) may suggest a pattern, but it does not prove that the statement holds for every positive integer.

Error 2: Forgetting the Base Case

The inductive implication P(k) ⇒ P(k+1) does not by itself establish any particular case. A starting value must first be proved.

Error 3: Assuming the k+1 Case

In the inductive step, one may assume P(k), but one must not assume P(k+1). The purpose of the step is to prove P(k+1).

Error 4: Failing to Use the Inductive Hypothesis

A valid induction proof normally requires the k-case assumption to establish the k+1 case. If the hypothesis is never used, the argument may not be an induction proof at all.

Error 5: Starting from the Wrong Expression

In summation problems, it is often best to begin the inductive step with the left-hand side for k+1, split off the final term, and then use the inductive hypothesis.

4.9 Examination-Style Applications

Worked Example 9

Question: Prove by mathematical induction that

2+4+6+...+2n = n(n+1)

for every positive integer n.

Solution:

Base case: n = 1

LHS = 2.
RHS = 1(2)=2.

True for n=1.

Inductive hypothesis

Assume

2+4+...+2k = k(k+1).

Inductive step

For n=k+1,

2+4+...+2k+2(k+1).

Using the inductive hypothesis,

k(k+1)+2(k+1).

Factor:

(k+1)(k+2).

This is exactly

(k+1)((k+1)+1).

Conclusion: Hence 2+4+...+2n=n(n+1) for all positive integers n.

Worked Example 10

Question: Prove that

3 + 6 + 9 + ... + 3n = 3n(n+1)/2.

Solution:

Base case: n = 1

LHS = 3.
RHS = 3(1)(2)/2 = 3.

The statement is true for n=1.

Inductive hypothesis

Assume

3+6+9+...+3k = 3k(k+1)/2.

Inductive step

3+6+...+3k+3(k+1).

Using the inductive hypothesis:

3k(k+1)/2 + 3(k+1).

Factor:

3(k+1)[k/2 + 1].
3(k+1)(k+2)/2.

This is the required expression for n=k+1.

Conclusion: The result holds for all positive integers n.

Worked Example 11

Question: Prove that 8n-1 is divisible by 7 for every positive integer n.

Solution:

Base case: n = 1

8-1=7,

which is divisible by 7.

Inductive hypothesis

Assume

8k-1=7m

for some integer m. Thus,

8k=7m+1.

Inductive step

8k+1-1 = 8·8k-1.
= 8(7m+1)-1.
= 56m+7.
= 7(8m+1).

Therefore 8k+1-1 is divisible by 7.

Conclusion: Hence 8n-1 is divisible by 7 for every positive integer n.

When Mathematical Induction Is Appropriate

Mathematical induction is particularly appropriate when:

  • a statement is indexed by an integer n;
  • the statement is claimed to hold for all integers from some starting value onward;
  • the k+1 case can naturally be related to the k case;
  • the problem involves sums, products, divisibility, recursively defined sequences or inequalities.

It is less suitable when a direct algebraic argument proves the result more naturally. Induction is a powerful proof technique, but not every statement involving n requires it.

Chapter Summary

  1. Mathematical induction is a rigorous method for proving statements about consecutive integers.
  2. The method requires a base case and an inductive step.
  3. The inductive hypothesis assumes that the proposition is true for an arbitrary integer k.
  4. The inductive step proves that truth at k implies truth at k+1.
  5. A correct induction proof must include a clear conclusion.
  6. Induction is commonly used to prove summation formulae.
  7. It can also establish divisibility properties and inequalities.
  8. If a proposition begins at an integer other than 1, the base case must use that specified starting integer.
  9. Checking several numerical cases does not replace a proof.
  10. The inductive hypothesis must not be confused with the statement to be proved for k+1.

Review Exercises

  1. State the principle of mathematical induction clearly.
  2. Explain the meaning of each of the following:
    1. base case;
    2. inductive hypothesis;
    3. inductive step.
  3. Prove by mathematical induction that
    1+2+3+...+n = n(n+1)/2.
  4. Prove by mathematical induction that
    2+4+6+...+2n = n(n+1).
  5. Prove that
    1+3+5+...+(2n-1)=n2
    for every positive integer n.
  6. Prove that
    1+4+7+...+(3n-2)=n(3n-1)/2.
  7. Prove that 6n-1 is divisible by 5 for every positive integer n.
  8. Prove that 9n-1 is divisible by 8 for every positive integer n.
  9. Prove that 3n ≥ 2n+1 for every positive integer n.
  10. Prove that n2+n is even for every positive integer n.
  11. Prove that
    1+2+22+...+2n = 2n+1-1
    for every non-negative integer n.
  12. A student verifies a proposition for n=1,2,3,4,5 and concludes that it is true for every positive integer. Explain why this is not a valid proof.
  13. A theorem is claimed to hold for all integers n ≥ 4. Which value should be used in the base step, and why?
  14. Identify and correct the logical error in the following statement: “Assume the theorem is true for k+1. Therefore it is true for k+1.”

CHAPTER FIVE

Real Sequences

5.1 Meaning of a Sequence

A sequence is one of the simplest ways in which mathematics describes an ordered pattern of numbers. Unlike a set, in which the order of elements is generally irrelevant, the position of a term in a sequence is fundamental. The first term, second term, third term and subsequent terms occupy distinct positions and may follow a definite rule.

Definition

A real sequence is an ordered list of real numbers arranged according to a definite rule or pattern. Each number in the sequence is called a term.

For example,

2, 4, 6, 8, 10, ...

is a sequence in which each term after the first is obtained by adding 2 to the preceding term.

Similarly,

3, 9, 27, 81, ...

is a sequence in which each term after the first is obtained by multiplying the preceding term by 3.

Important Distinction

A sequence is ordered. Thus, 1, 2, 3 and 3, 2, 1 are different sequences even though they contain the same numbers.

5.2 Sequence Notation and General Terms

The terms of a sequence are commonly denoted by

a1, a2, a3, ..., an, ...

where a1 is the first term, a2 is the second term, and an is the term in the nth position.

A sequence may therefore be written compactly as

{an}

or sometimes as

(an).

The General Term

A formula that gives the value of the term in any position is called the general term or nth term of the sequence.

Example

Consider the sequence

2, 4, 6, 8, 10, ...

The general term is

an = 2n.

Hence the 20th term is

a20 = 2(20) = 40.
Worked Example 1

Question: Given the sequence defined by an = 3n - 2, find the first five terms.

Given: an = 3n - 2.

Required: The first five terms.

Formula:

an = 3n - 2.

Where: n = 1,2,3,4,5.

Solution:

a1 = 3(1)-2 = 1
a2 = 3(2)-2 = 4
a3 = 3(3)-2 = 7
a4 = 3(4)-2 = 10
a5 = 3(5)-2 = 13.

Answer: The first five terms are 1, 4, 7, 10, 13.

5.3 Finite and Infinite Sequences

Finite Sequence

Definition

A finite sequence is a sequence having a definite last term.

For example,

2, 4, 6, 8, 10

is finite because the sequence ends at 10.

Infinite Sequence

Definition

An infinite sequence is a sequence that continues indefinitely and has no final term.

For example,

1, 2, 3, 4, 5, ...

is infinite.

The dots, called an ellipsis, indicate that the sequence continues according to the stated or apparent rule.

5.4 Arithmetic Sequences

Definition

An arithmetic sequence, also called an arithmetic progression, is a sequence in which the difference between any term and the preceding term is constant.

The constant difference is called the common difference and is usually denoted by d.

d = an+1 - an.
Example

Consider

5, 9, 13, 17, 21, ...

The differences are

9-5=4,   13-9=4,   17-13=4.

Therefore, the common difference is

d=4.

An arithmetic sequence may increase, decrease or remain constant depending on the value of d.

Value of d Behaviour Example
d > 0 Increasing arithmetic sequence 2,5,8,11,...
d < 0 Decreasing arithmetic sequence 20,16,12,8,...
d = 0 Constant sequence 7,7,7,7,...

5.5 The nth Term of an Arithmetic Sequence

Let the first term of an arithmetic sequence be a and the common difference be d. Then

a,   a+d,   a+2d,   a+3d, ...

The pattern shows that the nth term contains n-1 copies of the common difference. Therefore,

nth Term of an Arithmetic Sequence
an = a + (n-1)d.

where:

  • an = nth term;
  • a = first term;
  • n = position of the term;
  • d = common difference.
Worked Example 2

Question: Find the 25th term of the arithmetic sequence 4, 7, 10, 13, ....

Given:

a=4,   d=3,   n=25.

Required: a25.

Formula:

an = a+(n-1)d.

Solution:

a25 = 4+(25-1)(3)
=4+72
=76.

Answer: The 25th term is 76.

Worked Example 3

Question: Which term of the arithmetic sequence 8,13,18,23,... is 103?

Given:

a=8,   d=5,   an=103.

Required: n.

Formula:

an = a+(n-1)d.

Solution:

103 = 8+(n-1)5
95 = 5(n-1)
19 = n-1
n=20.

Answer: 103 is the 20th term.

5.6 Finding Missing Terms in Arithmetic Sequences

When some terms of an arithmetic sequence are given, the common difference may be found by using the relationship between positions.

Worked Example 4

Question: The 5th term of an arithmetic sequence is 18 and the 11th term is 42. Find the first term and the common difference.

Given:

a5=18,   a11=42.

Required: a and d.

Formula:

an=a+(n-1)d.

Solution:

For the 5th term:

a+4d=18.

For the 11th term:

a+10d=42.

Subtract the first equation from the second:

6d=24.
d=4.

Substitute into a+4d=18:

a+16=18.
a=2.

Answer: First term a=2; common difference d=4.

5.7 Arithmetic Means

Definition

An arithmetic mean between two numbers is a number inserted between them so that the resulting terms form an arithmetic sequence.

If a, A, b form an arithmetic sequence, then

A-a = b-A.

Therefore,

2A=a+b

and hence

A=(a+b)/2.
Worked Example 5

Question: Insert one arithmetic mean between 12 and 28.

Given: a=12, b=28.

Required: Arithmetic mean A.

Formula:

A=(a+b)/2.

Solution:

A=(12+28)/2=40/2=20.

Answer: The arithmetic mean is 20.

Inserting Several Arithmetic Means

Suppose m arithmetic means are inserted between a and b. The resulting arithmetic sequence contains m+2 terms. Hence,

b = a+(m+1)d.

Therefore,

d=(b-a)/(m+1).
Worked Example 6

Question: Insert four arithmetic means between 5 and 30.

Given: a=5, b=30, m=4.

Required: Four arithmetic means.

Formula:

d=(b-a)/(m+1).

Solution:

d=(30-5)/5=25/5=5.

The sequence is therefore

5,10,15,20,25,30.

Answer: The arithmetic means are 10, 15, 20 and 25.

5.8 Geometric Sequences

Definition

A geometric sequence, or geometric progression, is a sequence in which each term after the first is obtained by multiplying the preceding term by a fixed non-zero constant.

The fixed multiplier is called the common ratio and is denoted by r.

r = an+1/an,

provided the relevant preceding term is non-zero.

Example

Consider

2, 6, 18, 54, ...

Then

6/2=3,   18/6=3,   54/18=3.

Hence the common ratio is

r=3.

Behaviour of Geometric Sequences

Condition on r Typical Behaviour
r > 1 Magnitudes generally increase if the first term is non-zero.
0 < r < 1 Terms decrease in magnitude towards zero.
r < 0 Signs alternate.
r=1 All terms are equal.

5.9 The nth Term of a Geometric Sequence

If the first term is a and the common ratio is r, then

a, ar, ar2, ar3, ...

Thus the nth term is

nth Term of a Geometric Sequence
an=arn-1.
Worked Example 7

Question: Find the 8th term of the geometric sequence 3,6,12,24,....

Given:

a=3,   r=2,   n=8.

Required: a8.

Formula:

an=arn-1.

Solution:

a8=3(2)7.
=3(128)=384.

Answer: The 8th term is 384.

Worked Example 8

Question: Which term of 5,10,20,40,... is 640?

Given:

a=5,   r=2,   an=640.

Required: n.

Formula:

an=arn-1.

Solution:

640=5(2)n-1.
128=2n-1.

Since 128=27,

n-1=7.
n=8.

Answer: 640 is the 8th term.

5.10 Finding Missing Terms in Geometric Sequences

Worked Example 9

Question: The 3rd term of a geometric sequence is 12 and the 6th term is 96. Find the common ratio and first term.

Given:

a3=12,   a6=96.

Required: a and r.

Formula:

an=arn-1.

Solution:

For the 3rd term:

ar2=12.

For the 6th term:

ar5=96.

Divide the second equation by the first:

r3=96/12=8.
r=2.

Substitute into ar2=12:

4a=12.
a=3.

Answer: First term a=3; common ratio r=2.

5.11 Geometric Means

Definition

A geometric mean between two positive numbers is a number inserted between them so that the three numbers form a geometric sequence.

If a, G, b form a geometric sequence, then

G/a = b/G.

Hence,

G2=ab.

For positive a and b,

G=√(ab).
Worked Example 10

Question: Find the positive geometric mean between 4 and 25.

Given: a=4, b=25.

Required: G.

Formula:

G=√(ab).

Solution:

G=√(4×25)=√100=10.

Answer: The positive geometric mean is 10.

5.12 Recursive and Explicit Forms of Sequences

A sequence can be described in two important ways: explicitly or recursively.

Explicit Form

An explicit formula gives a term directly in terms of its position n.

an=4n-1.

This formula allows any term to be found immediately without calculating earlier terms.

Recursive Form

A recursive definition specifies one or more starting terms and describes each later term using one or more preceding terms.

For the arithmetic sequence

3,7,11,15,...

a recursive description is

a1=3,   an+1=an+4.

For the geometric sequence

2,6,18,54,...

one may write

a1=2,   an+1=3an.
Explicit Description Recursive Description
Gives the nth term directly. Builds later terms from earlier terms.
Useful for finding distant terms quickly. Useful for describing step-by-step generation.
an=a+(n-1)d an+1=an+d

5.13 Applications of Sequences

Sequences occur naturally whenever a quantity changes according to a repeated rule. Arithmetic sequences model repeated addition or subtraction, while geometric sequences model repeated multiplication.

Arithmetic Growth

Worked Example 11

Question: A student saves ₦5,000 in the first month and increases the amount saved each subsequent month by ₦1,500. How much does the student save in the 12th month?

Given:

a=₦5,000,   d=₦1,500,   n=12.

Required: Amount saved in the 12th month.

Formula:

an=a+(n-1)d.

Solution:

a12=5,000+(11)(1,500).
=5,000+16,500.
=₦21,500.

Answer: The student saves ₦21,500 in the 12th month.

Geometric Growth

Worked Example 12

Question: A culture initially contains 200 bacteria and doubles during each fixed growth period. How many bacteria are present at the beginning of the 7th period?

Given:

a=200,   r=2,   n=7.

Required: 7th term.

Formula:

an=arn-1.

Solution:

a7=200(2)6.
=200(64)=12,800.

Answer: There are 12,800 bacteria at the beginning of the 7th period.

Common Mistakes in Sequences

Mistake 1: Confusing Common Difference and Common Ratio

An arithmetic sequence is identified by repeated addition or subtraction. A geometric sequence is identified by repeated multiplication or division.

Mistake 2: Using n Instead of n - 1

The nth term formulae are a+(n-1)d and arn-1. The exponent or number of common differences is n-1, not n.

Mistake 3: Assuming Every Pattern Is Arithmetic or Geometric

A sequence such as 1,4,9,16,25,... is neither arithmetic nor geometric because it has neither a constant difference nor a constant ratio.

Chapter Summary

  • A sequence is an ordered list of terms.
  • The nth term gives the value of a sequence at position n.
  • A finite sequence has a final term, while an infinite sequence continues indefinitely.
  • An arithmetic sequence has a constant common difference.
  • The nth term of an arithmetic sequence is an=a+(n-1)d.
  • An arithmetic mean between a and b is (a+b)/2.
  • A geometric sequence has a constant common ratio.
  • The nth term of a geometric sequence is an=arn-1.
  • The positive geometric mean between positive numbers a and b is √(ab).
  • Sequences may be described explicitly or recursively.
  • Arithmetic sequences model constant additive change, while geometric sequences model constant multiplicative change.

Review Exercises

  1. Define a sequence and explain how it differs from a set.
  2. Write the first six terms of the sequence an=4n+1.
  3. Find the 30th term of 7,11,15,19,....
  4. Which term of 3,8,13,18,... is 98?
  5. The 4th term of an arithmetic sequence is 17 and the 10th term is 41. Find the first term and common difference.
  6. Insert five arithmetic means between 3 and 27.
  7. Find the 9th term of 2,6,18,54,....
  8. Which term of 4,12,36,108,... is 972?
  9. The 2nd term of a geometric sequence is 6 and the 5th term is 162. Find the common ratio and first term.
  10. Find the positive geometric mean between 9 and 25.
  11. Determine whether each sequence is arithmetic, geometric or neither:
    1. 4,9,14,19,...
    2. 3,12,48,192,...
    3. 1,4,9,16,...
  12. A worker earns ₦80,000 in the first month of a temporary contract and receives an increase of ₦5,000 each month. Find the monthly earning in the 10th month.
  13. A quantity begins at 500 and decreases by a factor of 1/2 during each stage. Find the 8th term of the resulting geometric sequence.

CHAPTER SIX

Real Series

6.1 Meaning of a Series

A sequence lists terms in a specified order. A series is formed when those terms are added. The distinction is elementary but fundamental. Students often use the two words interchangeably, yet they represent different mathematical objects.

Definition

A series is the indicated sum of the terms of a sequence.

For example, the sequence

2,4,6,8,10

gives the corresponding finite series

2+4+6+8+10.

Similarly, the infinite sequence

1, 1/2, 1/4, 1/8, ...

produces the infinite series

1+1/2+1/4+1/8+...

6.2 Sequence and Series Compared

Sequence Series
An ordered list of numbers. A sum of the terms of a sequence.
2,4,6,8,... 2+4+6+8+...
The central question may concern a particular term. The central question usually concerns a sum.
Notation often uses an. Partial sums often use Sn.
Common Misconception

3,6,9,12,... is an arithmetic sequence, whereas 3+6+9+12+... is an arithmetic series.

6.3 Sigma Notation

Long sums can be written compactly using the Greek capital letter sigma, Σ, which means “sum.”

∑k=1n ak

means

a1+a2+a3+...+an.

The symbol below sigma gives the initial value of the index, while the symbol above gives its final value.

Example

The expression

∑k=15 k

means

1+2+3+4+5=15.
Worked Example 1

Question: Evaluate ∑k=14(2k+1).

Given: General term 2k+1, with k=1 to 4.

Required: The value of the sum.

Solution:

∑k=14(2k+1) =(3)+(5)+(7)+(9).
=24.

Answer: 24.

Basic Properties of Sigma Notation

For constants c and terms ak and bk,

∑(ak+bk) = ∑ak+∑bk.

Also,

∑cak = c∑ak.

These laws allow many sums to be separated and simplified.

6.4 Finite and Infinite Series

Finite Series

Definition

A finite series contains a finite number of terms.

For example,

4+7+10+13+16

is finite.

Infinite Series

Definition

An infinite series is a sum containing infinitely many terms.

For example,

1+1/2+1/4+1/8+...

is an infinite series.

It is important to recognise that not every infinite series has a finite sum. Some converge to a definite real number, while others diverge.

6.5 Arithmetic Series

Definition

An arithmetic series is the sum of the terms of an arithmetic sequence.

For example,

5+8+11+14+17

is an arithmetic series because its underlying sequence has common difference 3.

6.6 Sum of the First n Terms of an Arithmetic Series

Suppose an arithmetic sequence has first term a, common difference d, and nth term l. Then

Sn=a+(a+d)+(a+2d)+...+l.

Writing the same sum in reverse order gives

Sn=l+(l-d)+(l-2d)+...+a.

Adding corresponding terms gives a+l each time. Since there are n such pairs,

2Sn=n(a+l).

Therefore,

Arithmetic Series Formula
Sn=n(a+l)/2.

Since

l=a+(n-1)d,

we may also write

Alternative Arithmetic Series Formula
Sn=n[2a+(n-1)d]/2.
Worked Example 2

Question: Find the sum of the first 30 terms of the arithmetic sequence 4,7,10,13,....

Given:

a=4,   d=3,   n=30.

Required: S30.

Formula:

Sn=n[2a+(n-1)d]/2.

Solution:

S30=30[2(4)+29(3)]/2.
=15[8+87].
=15(95)=1425.

Answer: The sum is 1425.

Worked Example 3

Question: Find the sum of the integers from 1 to 100.

Given:

a=1,   l=100,   n=100.

Required: S100.

Formula:

Sn=n(a+l)/2.

Solution:

S100=100(1+100)/2.
=50(101)=5050.

Answer: The sum is 5050.

Finding the Number of Terms Before Summing

Worked Example 4

Question: Find the sum of the arithmetic series 7+12+17+...+102.

Given:

a=7,   d=5,   l=102.

Required: Sum of the series.

Solution:

First find the number of terms:

102=7+(n-1)5.
95=5(n-1).
n-1=19.
n=20.

Now use

Sn=n(a+l)/2.
S20=20(7+102)/2.
=10(109)=1090.

Answer: The sum is 1090.

6.7 Applications of Arithmetic Series

Arithmetic series arise when quantities accumulate while increasing or decreasing by a fixed amount.

Worked Example 5

Question: A student saves ₦10,000 in the first month and increases the monthly saving by ₦2,000 each month. Find the total amount saved in 12 months.

Given:

a=₦10,000,   d=₦2,000,   n=12.

Required: Total savings after 12 months.

Formula:

Sn=n[2a+(n-1)d]/2.

Solution:

S12=12[2(10,000)+11(2,000)]/2.
=6[20,000+22,000].
=6(42,000)=₦252,000.

Answer: The total amount saved is ₦252,000.

6.8 Geometric Series

Definition

A geometric series is the sum of the terms of a geometric sequence.

A geometric series with first term a and common ratio r has the form

a+ar+ar2+ar3+...

6.9 Sum of a Finite Geometric Series

Consider

Sn=a+ar+ar2+...+arn-1.

Multiplying by r gives

rSn=ar+ar2+...+arn.

Subtracting the second equation from the first gives

Sn-rSn=a-arn.

Thus,

Sn(1-r)=a(1-rn).

For r≠1,

Finite Geometric Series Formula
Sn=a(1-rn)/(1-r).

An equivalent form, often more convenient when r>1, is

Sn=a(rn-1)/(r-1).

If r=1, every term equals a, so

Sn=na.
Worked Example 6

Question: Find the sum of the first 8 terms of 3+6+12+24+....

Given:

a=3,   r=2,   n=8.

Required: S8.

Formula:

Sn=a(rn-1)/(r-1).

Solution:

S8=3(28-1)/(2-1).
=3(256-1).
=3(255)=765.

Answer: The sum is 765.

Worked Example 7

Question: Find the sum of the first 6 terms of 64+32+16+8+....

Given:

a=64,   r=1/2,   n=6.

Required: S6.

Formula:

Sn=a(1-rn)/(1-r).

Solution:

S6 = 64[1-(1/2)6]/(1-1/2).
= 64(1-1/64)/(1/2).
= 64(63/64)×2.
=126.

Answer: The sum of the first six terms is 126.

6.10 Infinite Geometric Series

An infinite geometric series has the form

a+ar+ar2+ar3+...

The phrase “sum to infinity” does not mean that infinitely many numbers are literally added one by one and eventually finished. Rather, it refers to the limiting value approached by the sequence of partial sums.

For the first n terms,

Sn=a(1-rn)/(1-r).

If |r|<1, then rn approaches zero as n becomes indefinitely large. Hence,

Sum to Infinity of a Geometric Series
S∞=a/(1-r),   |r|<1.
Worked Example 8

Question: Find the sum to infinity of

8+4+2+1+...

Given:

a=8,   r=1/2.

Required: S∞.

Formula:

S∞=a/(1-r).

Condition: |r|<1. Here, |1/2|<1, so the series converges.

Solution:

S∞=8/(1-1/2).
=8/(1/2)=16.

Answer: The sum to infinity is 16.

Worked Example 9

Question: Find the sum to infinity of 12-6+3-3/2+....

Given:

a=12,   r=-1/2.

Required: S∞.

Formula:

S∞=a/(1-r).

Condition:

|-1/2|=1/2<1.

Solution:

S∞=12/[1-(-1/2)].
=12/(3/2)=8.

Answer: The sum to infinity is 8.

6.11 Convergence and Divergence of Geometric Series

Convergence

An infinite series is said to converge if its sequence of partial sums approaches a finite real number.

Divergence

An infinite series diverges if its partial sums do not approach a finite limit.

For an infinite geometric series,

a+ar+ar2+...

the decisive condition is the magnitude of the common ratio:

Condition Behaviour
|r|<1 Series converges and has sum a/(1-r).
|r|≥1 Series generally diverges for non-zero a.
Examples

1+1/2+1/4+1/8+... converges because |r|=1/2<1.

1+2+4+8+... diverges because r=2.

1-1+1-1+... does not converge because r=-1, so |r|=1.

Critical Condition

The formula S∞=a/(1-r) must not be used unless |r|<1.

6.12 Applications of Geometric Series

Recurring Decimals

Certain recurring decimals can be interpreted as infinite geometric series.

Worked Example 10

Question: Express 0.777... as a fraction using an infinite geometric series.

Given:

0.777... = 0.7+0.07+0.007+...

Required: Fractional form.

Identify the geometric series:

a=0.7=7/10,   r=1/10.

Formula:

S∞=a/(1-r).

Solution:

S∞ = (7/10)/(1-1/10).
=(7/10)/(9/10).
=7/9.

Answer: 0.777...=7/9.

Bouncing Ball Model

Worked Example 11

Question: A ball is dropped from a height of 10 m. After each bounce it rises to 3/5 of the height from which it fell. Find the total vertical distance travelled if the bouncing continues indefinitely.

Given:

Initial drop = 10 m,   r=3/5.

Required: Total vertical distance.

Reasoning:

The initial fall of 10 m occurs only once. Thereafter, each rebound height is travelled twice: once upward and once downward.

The rebound heights form

6, 3.6, 2.16, ...

which is an infinite geometric series with

a=6,   r=3/5.

Formula:

S∞=a/(1-r).

Solution:

S∞=6/(1-3/5)=6/(2/5)=15.

This 15 m represents the total of all upward rebound heights. These heights are also travelled downward, so

Total distance = 10 + 2(15).
=40 m.

Answer: The total vertical distance travelled is 40 m.

Repeated Percentage Change

A quantity that repeatedly changes by the same percentage follows geometric behaviour. If it increases by p% per period, the multiplier is

r=1+p/100.

If it decreases by p% per period, the multiplier is

r=1-p/100.
Worked Example 12

Question: A machine worth ₦800,000 loses 10% of its value each year. What is its value after 4 years under this model?

Given:

Initial value = ₦800,000,   r=0.90.

Required: Value after four successive annual reductions.

Formula:

V=800,000(0.90)4.

Solution:

V=800,000(0.6561).
V=₦524,880.

Answer: The machine is worth ₦524,880 after 4 years under the stated depreciation model.

6.13 Common Errors in Series

Mistake 1: Confusing a Term with a Sum

an usually denotes the nth term, whereas Sn denotes the sum of the first n terms.

Mistake 2: Using the Arithmetic Formula for a Geometric Series

Always identify whether the pattern is based on a constant difference or a constant ratio before choosing a formula.

Mistake 3: Forgetting to Determine n

When only the first and last terms are given, it may first be necessary to determine the number of terms before applying a sum formula.

Mistake 4: Using a Sum-to-Infinity Formula When |r| ≥ 1

The infinite geometric series formula is valid only when |r|<1.

Mistake 5: Counting the Initial Distance Twice in Rebound Problems

In bouncing-ball problems, the original fall normally occurs only once. Rebound heights are usually traversed both upward and downward.

Chapter Summary

  • A series is the sum of the terms of a sequence.
  • A finite series has finitely many terms, while an infinite series continues indefinitely.
  • Sigma notation provides a compact method of writing sums.
  • An arithmetic series is formed from an arithmetic sequence.
  • The sum of the first n terms of an arithmetic series is Sn=n(a+l)/2.
  • An equivalent arithmetic-series formula is Sn=n[2a+(n-1)d]/2.
  • A geometric series is formed from a geometric sequence.
  • For r≠1, the finite geometric sum is Sn=a(1-rn)/(1-r).
  • An infinite geometric series converges only when |r|<1.
  • For a convergent infinite geometric series, S∞=a/(1-r).
  • Recurring decimals and repeated percentage-change models provide useful applications of geometric ideas.
  • In applied problems, formulas must be interpreted according to the actual physical or financial quantities being accumulated.

Review Exercises

  1. Distinguish between a sequence and a series, giving one example of each.
  2. Expand and evaluate:
    ∑k=16(3k-1).
  3. Find the sum of the first 25 terms of 6,10,14,18,....
  4. Find the sum of
    9+14+19+...+104.
  5. Find the sum of the integers from 20 to 80 inclusive.
  6. A worker saves ₦15,000 in the first month and increases the amount by ₦2,500 monthly. Find the total saved in the first 10 months.
  7. Find the sum of the first 7 terms of
    2+6+18+54+...
  8. Find the sum of the first 8 terms of
    128+64+32+16+...
  9. Find the sum to infinity of
    9+3+1+1/3+...
  10. Determine whether each series converges or diverges:
    1. 1+1/3+1/9+...
    2. 2+4+8+16+...
    3. 5-2.5+1.25-...
    4. 1-1+1-1+...
  11. Express 0.444... as a fraction by interpreting it as an infinite geometric series.
  12. Express 0.272727... as a fraction.
  13. A ball is dropped from a height of 20 m and rebounds to one-half of its previous height after every impact. Find the total distance travelled if the motion continues indefinitely.
  14. A piece of equipment is worth ₦1,200,000 and depreciates by 8% each year. Calculate its value after 5 years under the geometric depreciation model.
  15. Explain why the expression S∞=a/(1-r) cannot be used for the series 3+6+12+24+....

CHAPTER SEVEN

Theory of Quadratic Equations

7.1 Meaning and General Form of a Quadratic Equation

A quadratic equation is one of the most important algebraic equations encountered in elementary mathematics. It arises whenever the highest power of the unknown quantity is two. Quadratic equations occur naturally in algebra, geometry, mechanics, optimisation, finance and many other mathematical applications.

Definition

A quadratic equation in one variable is an equation that can be written in the form

ax2 + bx + c = 0,

where a, b and c are real constants and a ≠ 0.

The condition a ≠ 0 is essential. If a = 0, the term in x2 disappears and the equation becomes linear rather than quadratic.

In

3x2 - 5x + 2 = 0,

the coefficients are

a = 3,   b = -5,   c = 2.

In

x2 - 16 = 0,

we have

a = 1,   b = 0,   c = -16.

Standard Form

A quadratic equation should usually be arranged in standard form before it is solved:

ax2 + bx + c = 0.
Example

The equation

2x2 + 7 = 9x

becomes

2x2 - 9x + 7 = 0.

7.2 Roots or Solutions of a Quadratic Equation

Definition

A root or solution of a quadratic equation is a value of the variable that makes the equation true.

A quadratic equation may have two distinct real roots, one repeated real root, or no real roots. In the larger number system of complex numbers, every quadratic equation with complex coefficients and non-zero leading coefficient has two roots when multiplicities are counted.

Example

Consider

x2 - 5x + 6 = 0.

If x = 2,

22 - 5(2) + 6 = 4 - 10 + 6 = 0.

If x = 3,

32 - 5(3) + 6 = 9 - 15 + 6 = 0.

Therefore, 2 and 3 are roots.

7.3 Solution by Factorisation

Factorisation is often the quickest method when the quadratic expression can be written as a product of two linear factors.

The method relies on the zero-product principle:

Zero-Product Principle

If

AB = 0,

then

A = 0   or   B = 0.
Worked Example 1

Question: Solve x2 - 7x + 12 = 0 by factorisation.

Given:

x2 - 7x + 12 = 0.

Required: Values of x.

Solution:

We need two numbers whose product is 12 and whose sum is -7. These numbers are -3 and -4.

x2 - 7x + 12 = (x-3)(x-4).

Therefore,

(x-3)(x-4)=0.

Hence,

x-3=0   or   x-4=0.
x=3   or   x=4.

Answer: x = 3 or x = 4.

Factorising When the Coefficient of x² Is Not 1

Worked Example 2

Question: Solve 2x2 + 7x + 3 = 0.

Given:

2x2 + 7x + 3 = 0.

Required: Roots of the equation.

Solution:

Multiply the coefficient of x2 by the constant:

2 × 3 = 6.

We need two numbers whose product is 6 and whose sum is 7. They are 6 and 1.

2x2 + 6x + x + 3 = 0.

Group the terms:

2x(x+3)+1(x+3)=0.
(2x+1)(x+3)=0.

Thus,

2x+1=0   or   x+3=0.
x=-1/2   or   x=-3.

Answer: x=-1/2 or x=-3.

7.4 Solution by Completing the Square

The method of completing the square rewrites a quadratic expression as a perfect square plus or minus a constant. It works for every quadratic equation and is especially important because it provides the basis for deriving the quadratic formula.

The identity

x2 + 2px + p2 = (x+p)2

shows that half the coefficient of x determines the term that must be added to complete the square.

Worked Example 3

Question: Solve x2 + 6x - 7 = 0 by completing the square.

Given:

x2 + 6x - 7 = 0.

Required: Values of x.

Solution:

Move the constant term to the right:

x2 + 6x = 7.

Half the coefficient of x is 3, so add 32 = 9 to both sides:

x2 + 6x + 9 = 7 + 9.
(x+3)2 = 16.

Take square roots:

x+3 = ±4.

Hence,

x=1   or   x=-7.

Answer: x=1 or x=-7.

Completing the Square When a ≠ 1

Worked Example 4

Question: Solve 2x2 - 8x - 6 = 0 by completing the square.

Solution:

Divide through by 2:

x2 - 4x - 3 = 0.

Move the constant term:

x2 - 4x = 3.

Half of -4 is -2, and its square is 4:

x2 - 4x + 4 = 7.
(x-2)2 = 7.

Hence,

x-2 = ±√7.
x = 2 ± √7.

Answer: x=2+√7 or x=2-√7.

7.5 Derivation and Use of the Quadratic Formula

The quadratic formula provides a general solution to

ax2 + bx + c = 0,   a ≠ 0.

Starting with

ax2 + bx + c = 0,

divide through by a:

x2 + (b/a)x + c/a = 0.

Move the constant term:

x2 + (b/a)x = -c/a.

Add the square of half the coefficient of x to both sides:

x2 + (b/a)x + b2/(4a2) = -c/a + b2/(4a2).

The left side becomes a perfect square:

(x+b/(2a))2 = (b2-4ac)/(4a2).

Taking square roots gives

x+b/(2a) = ±√(b2-4ac)/(2a).

Therefore,

Quadratic Formula
x = [-b ± √(b2-4ac)]/(2a).
Worked Example 5

Question: Solve 3x2 - 5x - 2 = 0 using the quadratic formula.

Given:

a=3,   b=-5,   c=-2.

Required: Roots of the equation.

Formula:

x=[-b±√(b2-4ac)]/(2a).

Solution:

x=[5±√((-5)2-4(3)(-2))]/6.
x=[5±√(25+24)]/6.
x=[5±7]/6.

Therefore,

x=(5+7)/6=2

or

x=(5-7)/6=-1/3.

Answer: x=2 or x=-1/3.

Worked Example 6

Question: Solve 2x2 + 4x + 7 = 0.

Given:

a=2,   b=4,   c=7.

Formula:

x=[-b±√(b2-4ac)]/(2a).

Solution:

x=[-4±√(16-56)]/4.
x=[-4±√(-40)]/4.

Since the quantity under the square root is negative, the equation has no real roots. In the complex number system,

√(-40)=2i√10.

Hence,

x=(-4±2i√10)/4.
x=-1±(i√10)/2.

Answer: The equation has no real roots; its complex roots are -1±(i√10)/2.

7.6 The Discriminant and Nature of Roots

Definition

The expression

Δ = b2 - 4ac

is called the discriminant of the quadratic equation ax2+bx+c=0.

The discriminant determines the nature of the roots without requiring the equation to be solved completely.

Condition Nature of Roots
Δ > 0 Two distinct real roots
Δ = 0 Two equal real roots, often described as one repeated root
Δ < 0 No real roots; two complex conjugate roots
Worked Example 7

Question: Determine the nature of the roots of 2x2 - 3x + 5 = 0.

Given:

a=2,   b=-3,   c=5.

Required: Nature of roots.

Formula:

Δ=b2-4ac.

Solution:

Δ=(-3)2-4(2)(5).
Δ=9-40=-31.

Since Δ<0, the equation has no real roots.

Answer: The equation has two complex conjugate roots.

Rational and Irrational Real Roots

If the coefficients are rational and Δ>0, the roots are rational when the discriminant is a perfect square of a rational number. If the discriminant is positive but not a perfect square, the roots are irrational.

Examples

For x2-5x+6=0,

Δ=25-24=1,

so the roots are distinct and rational.

For x2-2x-1=0,

Δ=4+4=8,

so the roots are distinct and irrational.

7.7 Sum and Product of Roots

Suppose the roots of

ax2+bx+c=0

are α and β. Then the equation may be written as

a(x-α)(x-β)=0.

Expanding gives

a[x2-(α+β)x+αβ]=0.
ax2-a(α+β)x+aαβ=0.

Comparing coefficients with

ax2+bx+c=0,

we obtain

Relationships Between Roots and Coefficients
α+β=-b/a
αβ=c/a.
Worked Example 8

Question: Without solving the equation, find the sum and product of the roots of 3x2-11x+6=0.

Given:

a=3,   b=-11,   c=6.

Required: α+β and αβ.

Formula:

α+β=-b/a,   αβ=c/a.

Solution:

α+β=-(-11)/3=11/3.
αβ=6/3=2.

Answer: Sum of roots = 11/3; product of roots = 2.

Expressions Involving the Roots

Many expressions involving roots can be evaluated from the sum and product without calculating the roots individually.

Worked Example 9

Question: If α and β are roots of 2x2-5x+1=0, find α2+β2.

Given:

α+β=5/2,   αβ=1/2.

Required: α2+β2.

Formula:

α2+β2=(α+β)2-2αβ.

Solution:

α2+β2=(5/2)2-2(1/2).
=25/4-1=21/4.

Answer: α2+β2=21/4.

7.8 Forming Quadratic Equations from Given Roots

If the roots of a quadratic equation are α and β, then

(x-α)(x-β)=0.

Expanding:

x2-(α+β)x+αβ=0.
Equation from Given Roots
x2-(sum of roots)x+(product of roots)=0.
Worked Example 10

Question: Form the quadratic equation whose roots are 3 and -5.

Given:

α=3,   β=-5.

Required: Quadratic equation.

Solution:

α+β=3-5=-2.
αβ=3(-5)=-15.

Therefore,

x2-(-2)x-15=0.
x2+2x-15=0.

Answer: x2+2x-15=0.

Worked Example 11

Question: Form the quadratic equation whose roots are 2+√3 and 2-√3.

Solution:

Sum:

(2+√3)+(2-√3)=4.

Product:

(2+√3)(2-√3)=4-3=1.

Therefore,

x2-4x+1=0.

Answer: x2-4x+1=0.

7.9 Conditions on the Roots of Quadratic Equations

The relationships between roots and coefficients allow conditions on roots to be translated into algebraic conditions on the coefficients.

Equal Roots

The roots are equal if and only if

b2-4ac=0.
Worked Example 12

Question: Find the value of k for which x2+kx+9=0 has equal roots.

Given:

a=1,   b=k,   c=9.

Condition:

b2-4ac=0.

Solution:

k2-4(1)(9)=0.
k2-36=0.
k=±6.

Answer: k=6 or k=-6.

Roots of Opposite Signs

If the roots are real and their product is negative, then one root is positive and the other is negative. Since

αβ=c/a,

a negative value of c/a implies roots of opposite signs.

Both Roots Positive

For two real roots to be positive, their sum and product must both be positive:

α+β>0,   αβ>0.

In addition, the discriminant must satisfy Δ≥0.

Both Roots Negative

For two real roots to be negative,

α+β<0,   αβ>0,   Δ≥0.

7.10 Quadratic Equations with Fractional and Radical Coefficients

The same general methods apply even when coefficients contain fractions or radicals. It is often helpful to simplify the equation before solving.

Worked Example 13

Question: Solve

x2/2 - 3x/2 - 2 = 0.

Solution:

Multiply through by 2:

x2-3x-4=0.

Factorise:

(x-4)(x+1)=0.

Hence,

x=4   or   x=-1.

Answer: x=4 or x=-1.

7.11 Applications of Quadratic Equations

Quadratic equations arise in problems in which a product of two varying quantities is involved, particularly in geometry and motion.

Geometric Application

Worked Example 14

Question: The length of a rectangle is 3 m greater than its width. If its area is 40 m2, find its dimensions.

Given:

Let the width be x m. Then the length is x+3 m.

Required: Length and width.

Formula:

Area = length × width.

Solution:

x(x+3)=40.
x2+3x-40=0.
(x+8)(x-5)=0.

Thus,

x=-8   or   x=5.

Since a physical length cannot be negative, x=5.

Therefore,

Width = 5 m,   Length = 8 m.

Answer: The dimensions are 5 m by 8 m.

Consecutive Integers

Worked Example 15

Question: The product of two consecutive positive integers is 72. Find the integers.

Given:

Let the smaller integer be x. The next integer is x+1.

Solution:

x(x+1)=72.
x2+x-72=0.
(x+9)(x-8)=0.

Thus,

x=-9   or   x=8.

The positive solution is x=8.

Answer: The integers are 8 and 9.

Chapter Summary

  • A quadratic equation has the general form ax2+bx+c=0, where a≠0.
  • Roots are values of the variable that satisfy the equation.
  • Quadratic equations may be solved by factorisation, completing the square or the quadratic formula.
  • The quadratic formula is x=[-b±√(b2-4ac)]/(2a).
  • The discriminant is Δ=b2-4ac.
  • If Δ>0, the equation has two distinct real roots; if Δ=0, it has equal real roots; if Δ<0, it has no real roots.
  • If the roots are α and β, then α+β=-b/a and αβ=c/a.
  • A quadratic equation with roots α and β can be written as x2-(α+β)x+αβ=0.
  • Conditions on the roots can be analysed through the discriminant, sum and product of roots.
  • Quadratic equations provide useful mathematical models for many geometric and numerical problems.

CHAPTER EIGHT

Binomial Theorem

8.1 Meaning of a Binomial Expression

Definition

A binomial is an algebraic expression containing exactly two terms joined by addition or subtraction.

Examples include

x+y,   a-b,   2x+3,   3p-5q.

Expressions such as (x+y)n occur frequently in algebra. When n is a small positive integer, the expansion can be obtained by direct multiplication. For large values of n, direct multiplication becomes inefficient. The binomial theorem provides a systematic method for obtaining the expansion.

8.2 Expansion of Simple Binomial Powers

Some familiar identities arise from multiplying binomials directly:

(a+b)2=a2+2ab+b2.
(a+b)3 = a3+3a2b+3ab2+b3.

For the fourth power,

(a+b)4 = a4 +4a3b +6a2b2 +4ab3 +b4.

Several patterns can be observed:

  • The expansion of (a+b)n contains n+1 terms after like terms have been combined.
  • The power of a decreases from n to 0.
  • The power of b increases from 0 to n.
  • The sum of the exponents of a and b in every term is n.
  • The numerical coefficients follow a definite combinatorial pattern.

8.3 Binomial Coefficients

Definition

The numerical multipliers occurring in the expansion of (a+b)n are called binomial coefficients.

For example, in

(a+b)4 = a4+4a3b+6a2b2+4ab3+b4,

the coefficients are

1,4,6,4,1.

These numbers may be obtained from Pascal's triangle or from combinations.

8.4 Factorials and Combination Notation

Factorials

Definition

For a positive integer n, the factorial n! is defined by

n! = n(n-1)(n-2)...3·2·1.

By definition,

0! = 1.
Examples
5! = 5×4×3×2×1 = 120.
7! = 5040.

Combination Notation

The binomial coefficient written as

C(n,r),   nCr,   or   (n choose r)

is given by

Combination Formula
C(n,r)=n!/[r!(n-r)!].

Here, 0≤r≤n.

Worked Example 1

Question: Evaluate C(7,3).

Given:

n=7,   r=3.

Required: C(7,3).

Formula:

C(n,r)=n!/[r!(n-r)!].

Solution:

C(7,3)=7!/[3!4!].
=(7×6×5)/(3×2×1).
=35.

Answer: C(7,3)=35.

Symmetry of Binomial Coefficients

An important identity is

C(n,r)=C(n,n-r).

For example,

C(8,2)=C(8,6)=28.

This explains the symmetry seen in Pascal's triangle.

8.5 Pascal's Triangle

Pascal's triangle is a triangular arrangement of binomial coefficients. Each interior number is obtained by adding the two numbers immediately above it.

Power Coefficients
n=0 1
n=1 1, 1
n=2 1, 2, 1
n=3 1, 3, 3, 1
n=4 1, 4, 6, 4, 1
n=5 1, 5, 10, 10, 5, 1
n=6 1, 6, 15, 20, 15, 6, 1

For example, the coefficients in the expansion of (a+b)5 are

1,5,10,10,5,1.

Hence,

(a+b)5 = a5 +5a4b +10a3b2 +10a2b3 +5ab4 +b5.

8.6 Statement of the Binomial Theorem

Binomial Theorem

For any non-negative integer n,

(a+b)n = ∑r=0n C(n,r)an-rbr.

Written term by term,

(a+b)n = an + nan-1b + [n(n-1)/2!]an-2b2 +... +bn.

The theorem gives every term of the expansion without performing repeated multiplication.

8.7 Expanding Binomial Expressions

Worked Example 2

Question: Expand (x+2)4.

Given:

a=x,   b=2,   n=4.

Required: Full expansion.

Formula:

(a+b)4 = a4 +4a3b +6a2b2 +4ab3 +b4.

Solution:

(x+2)4 = x4 +4x3(2) +6x2(22) +4x(23) +24.
=x4+8x3+24x2+32x+16.

Answer:

(x+2)4 = x4+8x3+24x2+32x+16.
Worked Example 3

Question: Expand (2x+y)3.

Given:

a=2x,   b=y,   n=3.

Formula:

(a+b)3 = a3+3a2b+3ab2+b3.

Solution:

(2x+y)3 = (2x)3 +3(2x)2y +3(2x)y2 +y3.
=8x3+12x2y+6xy2+y3.

Answer:

8x3+12x2y+6xy2+y3.

8.8 General Term of a Binomial Expansion

In the expansion

(a+b)n = ∑r=0n C(n,r)an-rbr,

the first term corresponds to r=0, the second to r=1, and so forth.

General Term

The (r+1)th term of the expansion of (a+b)n is

Tr+1 = C(n,r)an-rbr.

This formula is particularly useful when only one specified term is required.

Worked Example 4

Question: Find the general term in the expansion of (2x+3)7.

Given:

a=2x,   b=3,   n=7.

Formula:

Tr+1 = C(n,r)an-rbr.

Solution:

Tr+1 = C(7,r)(2x)7-r3r.

Answer:

Tr+1 = C(7,r)(2x)7-r3r.

8.9 Finding a Particular Term

Worked Example 5

Question: Find the 5th term in the expansion of (x+2)8.

Given:

n=8,   a=x,   b=2.

Required: Fifth term.

Since the general term is Tr+1, the fifth term corresponds to

r+1=5.
r=4.

Formula:

T5=C(8,4)x8-424.

Solution:

C(8,4)=70.
T5=70x4(16).
T5=1120x4.

Answer: The fifth term is 1120x4.

Worked Example 6

Question: Find the 4th term in the expansion of (2x+3y)6.

Given:

n=6,   a=2x,   b=3y.

For the fourth term,

r=3.

Solution:

T4 = C(6,3)(2x)3(3y)3.
=20(8x3)(27y3).
=4320x3y3.

Answer: T4=4320x3y3.

8.10 Finding the Middle Term or Middle Terms

The expansion of (a+b)n contains n+1 terms.

If n is even, then n+1 is odd, so there is one middle term.

If n is odd, then n+1 is even, so there are two middle terms.

Worked Example 7

Question: Find the middle term in the expansion of (x+2)8.

Given:

n=8.

The expansion contains

8+1=9

terms. Therefore, the middle term is the 5th term.

Thus r=4.

T5=C(8,4)x424.
=70×16x4.
=1120x4.

Answer: The middle term is 1120x4.

Worked Example 8

Question: Identify the two middle terms of (a+b)7.

Since the expansion contains 8 terms, the middle terms are the 4th and 5th terms.

For the fourth term, r=3:

T4=C(7,3)a4b3 = 35a4b3.

For the fifth term, r=4:

T5=C(7,4)a3b4 = 35a3b4.

Answer: The two middle terms are 35a4b3 and 35a3b4.

8.11 Coefficients of Particular Powers

A common application of the general term is to find the coefficient of a specified power without expanding the entire expression.

Worked Example 9

Question: Find the coefficient of x3 in the expansion of (2x+1)7.

General Term:

Tr+1 = C(7,r)(2x)7-r.

The power of x is 7-r. For the term containing x3,

7-r=3.
r=4.

Therefore,

T5 = C(7,4)(2x)3.
=35(8x3) = 280x3.

Answer: The coefficient of x3 is 280.

Terms Independent of x

A term independent of x is called a constant term. In expressions containing both positive and negative powers of x, the constant term occurs when the total exponent of x is zero.

Worked Example 10

Question: Find the term independent of x in (x2+2/x)6.

General Term:

Tr+1 = C(6,r)(x2)6-r(2/x)r.

Simplify the power of x:

x2(6-r)x-r = x12-3r.

For the term independent of x,

12-3r=0.
r=4.

Therefore,

T5 = C(6,4)(x2)2(2/x)4.
=15x4(16/x4).
=240.

Answer: The term independent of x is 240.

8.12 Expansions Involving Negative Terms

When a binomial contains subtraction, the second term is treated as a negative quantity.

For example,

(a-b)n=(a+(-b))n.

Consequently, the signs in the expansion alternate according to the power of -b.

Worked Example 11

Question: Expand (x-2)5.

Given:

a=x,   b=-2,   n=5.

Solution:

(x-2)5 = x5 +5x4(-2) +10x3(-2)2 +10x2(-2)3 +5x(-2)4 +(-2)5.
= x5 -10x4 +40x3 -80x2 +80x -32.

Answer:

(x-2)5 = x5 -10x4 +40x3 -80x2 +80x -32.

8.13 Applications of the Binomial Theorem

The binomial theorem is useful not only for symbolic expansion but also for numerical evaluation, approximation and coefficient problems.

Numerical Evaluation

Worked Example 12

Question: Use the binomial theorem to evaluate 1014.

Given:

101 = 100+1.

Required: 1014.

Formula:

(a+b)4 = a4+4a3b+6a2b2+4ab3+b4.

Solution:

1014 = (100+1)4.
= 1004 +4(1003) +6(1002) +4(100) +1.
= 100,000,000 +4,000,000 +60,000 +400 +1.
=104,060,401.

Answer: 1014=104,060,401.

Approximation for Small Quantities

For small values of x, higher powers such as x2, x3 and beyond may be much smaller than x. This permits simple approximations.

For example,

(1+x)n = 1+nx+[n(n-1)/2]x2+...

If |x| is very small, a first-order approximation is

(1+x)n ≈ 1+nx.
Worked Example 13

Question: Use a binomial approximation to estimate (1.01)5 to first order.

Given:

1.01=1+0.01,   n=5.

Formula:

(1+x)n≈1+nx.

Solution:

(1.01)5 ≈1+5(0.01).
=1.05.

Answer: (1.01)5≈1.05 to first order.

Sum of Binomial Coefficients

Setting a=1 and b=1 in the binomial theorem gives

(1+1)n = C(n,0)+C(n,1)+...+C(n,n).

Therefore,

Sum of Binomial Coefficients
C(n,0)+C(n,1)+...+C(n,n)=2n.

Alternating Sum of Binomial Coefficients

Setting a=1 and b=-1 gives

(1-1)n = C(n,0)-C(n,1)+C(n,2)-...+(-1)nC(n,n).

For n≥1,

C(n,0)-C(n,1)+C(n,2)-...+(-1)nC(n,n)=0.

Chapter Summary

  • A binomial is an algebraic expression consisting of two terms.
  • The coefficients in powers of a binomial are called binomial coefficients.
  • Factorial notation is defined by n!=n(n-1)...2·1, with 0!=1.
  • The binomial coefficient is C(n,r)=n!/[r!(n-r)!].
  • Pascal's triangle provides binomial coefficients for successive non-negative integer powers.
  • The binomial theorem is (a+b)n=∑C(n,r)an-rbr.
  • The general term is Tr+1=C(n,r)an-rbr.
  • An expansion of (a+b)n contains n+1 terms.
  • If n is even, there is one middle term; if n is odd, there are two middle terms.
  • The general term can be used to locate a specified power, coefficient or constant term without performing the full expansion.
  • For expressions involving subtraction, the negative second term must retain its sign throughout the expansion.
  • The theorem can be applied to numerical evaluation, approximation and identities involving binomial coefficients.

CHAPTER NINE

Complex Numbers and the Argand Diagram

9.1 Introduction to Complex Numbers

The real number system is sufficient for a very large class of algebraic problems, but it does not contain solutions to every polynomial equation. For example, the equation

x2+1=0

requires

x2=-1.

No real number has square equal to -1. To extend algebra so that such equations can be solved, the complex number system is introduced.

Definition

A complex number is a number of the form a+bi, where a and b are real numbers and i is the imaginary unit satisfying i2=-1.

Complex numbers include the real numbers as a special case. If b=0, then a+bi=a, which is purely real.

9.2 The Imaginary Unit

Imaginary Unit
i=√(-1)

so that

i2=-1.

Higher powers of i repeat in a cycle of four:

i1=i
i2=-1
i3=-i
i4=1.

Thereafter the cycle repeats:

i5=i,   i6=-1,   i7=-i,   i8=1.

Therefore, a high power of i can be simplified by considering the remainder when its exponent is divided by 4.

Worked Example 1

Question: Simplify i27.

Given: Exponent = 27.

Required: Simplified value.

Principle: Powers of i repeat every four powers.

Solution:

27 = 4(6)+3.

Hence,

i27=i3=-i.

Answer: i27=-i.

9.3 Standard Form of a Complex Number

A complex number is normally written as

z=a+bi.

Here,

  • a is the real part of z, written Re(z);
  • b is the imaginary part of z, written Im(z).
Example

If

z=5-3i,

then

Re(z)=5,   Im(z)=-3.

Purely Real and Purely Imaginary Numbers

If b=0, the complex number is purely real. If a=0 and b≠0, the number is purely imaginary.

Examples

7=7+0i is purely real.

-4i=0-4i is purely imaginary.

9.4 Equality of Complex Numbers

Two complex numbers are equal if and only if their corresponding real and imaginary parts are equal.

Equality Condition

If

a+bi=c+di,

then

a=c   and   b=d.
Worked Example 2

Question: If 2x+(y-1)i=8+5i, find x and y.

Required: Values of x and y.

Solution:

Equate real parts:

2x=8.
x=4.

Equate imaginary parts:

y-1=5.
y=6.

Answer: x=4, y=6.

9.5 Addition and Subtraction of Complex Numbers

Complex numbers are added or subtracted by combining real parts with real parts and imaginary parts with imaginary parts.

Addition
(a+bi)+(c+di)=(a+c)+(b+d)i.
Subtraction
(a+bi)-(c+di)=(a-c)+(b-d)i.
Worked Example 3

Question: Simplify (4+7i)+(3-5i).

Solution:

(4+7i)+(3-5i) =(4+3)+(7-5)i.
=7+2i.

Answer: 7+2i.

Worked Example 4

Question: Simplify (6-2i)-(1+4i).

Solution:

(6-2i)-(1+4i) =6-2i-1-4i.
=5-6i.

Answer: 5-6i.

9.6 Multiplication of Complex Numbers

Complex numbers are multiplied using the distributive law, with the important relation i2=-1.

Multiplication Rule
(a+bi)(c+di)=(ac-bd)+(ad+bc)i.
Worked Example 5

Question: Simplify (3+2i)(4-i).

Solution:

(3+2i)(4-i) =12-3i+8i-2i2.

Since i2=-1,

-2i2=2.

Therefore,

12+2+5i=14+5i.

Answer: 14+5i.

9.7 Complex Conjugates

Definition

If z=a+bi, the complex conjugate of z is

z̄=a-bi.

The conjugate is obtained by changing the sign of the imaginary part while leaving the real part unchanged.

Examples

If z=4+3i, then z̄=4-3i.

If w=-2-5i, then w̄=-2+5i.

Product of a Complex Number and Its Conjugate

An important identity is

(a+bi)(a-bi)=a2+b2.

The result is always a non-negative real number.

Worked Example 6

Question: Find z z̄ for z=5-2i.

Given:

z=5-2i,   z̄=5+2i.

Solution:

z z̄=(5-2i)(5+2i).
=25-(2i)2.
=25+4=29.

Answer: z z̄=29.

9.8 Division of Complex Numbers

To divide one complex number by another, the denominator is rationalised by multiplying the numerator and denominator by the conjugate of the denominator.

Worked Example 7

Question: Simplify

(3+4i)/(2-i).

Required: Express the answer in the form a+bi.

Solution:

The conjugate of 2-i is 2+i. Therefore,

(3+4i)/(2-i) × (2+i)/(2+i).

The numerator is

(3+4i)(2+i) =6+3i+8i+4i2.
=2+11i.

The denominator is

(2-i)(2+i)=4+1=5.

Hence,

(3+4i)/(2-i)=2/5+(11/5)i.

Answer: 2/5+(11/5)i.

9.9 Modulus of a Complex Number

Definition

The modulus of the complex number z=a+bi is

|z|=√(a2+b2).

The modulus represents the distance of the point representing z from the origin in the Argand plane.

Worked Example 8

Question: Find the modulus of z=3+4i.

Given: a=3, b=4.

Formula:

|z|=√(a2+b2).

Solution:

|z|=√(32+42) =√25 =5.

Answer: |z|=5.

Useful Properties of the Modulus

For complex numbers z and w:

|zw|=|z||w|
|z/w|=|z|/|w|,   w≠0
|z|2=z z̄.

9.10 The Argand Diagram

Definition

An Argand diagram is a coordinate plane used to represent complex numbers geometrically. The horizontal axis represents the real part and the vertical axis represents the imaginary part.

The complex number

z=a+bi

is represented by the point (a,b).

Real axis Imaginary axis z = 3 + 2i

The origin represents the complex number zero. Numbers on the real axis have zero imaginary part, while numbers on the imaginary axis have zero real part.

Quadrants in the Argand Plane

Quadrant Sign of Real Part Sign of Imaginary Part
First Positive Positive
Second Negative Positive
Third Negative Negative
Fourth Positive Negative

9.11 Argument of a Complex Number

Definition

The argument of a non-zero complex number z is the angle θ measured from the positive real axis to the line segment joining the origin to the point representing z.

It is denoted by

arg(z)=θ.

For z=a+bi,

tan θ=b/a,

but the correct quadrant must be taken into account.

Principal Argument

Because adding any integer multiple of 2π gives a coterminal angle, a non-zero complex number has infinitely many arguments:

θ+2kπ,   k∈ℤ.

A commonly used principal argument, written Arg(z), is chosen in the interval

-π<Arg(z)≤π.
Worked Example 9

Question: Find the principal argument of z=1+√3i.

Given:

a=1,   b=√3.

Formula:

tan θ=b/a.

Solution:

tan θ=√3.

The point lies in the first quadrant, and tan(π/3)=√3.

θ=π/3.

Answer: Arg(z)=π/3.

Worked Example 10

Question: Find the principal argument of z=-1+√3i.

Solution:

The reference angle satisfies

tan α=√3.
α=π/3.

Since the point lies in the second quadrant,

θ=π-π/3=2π/3.

Answer: Arg(z)=2π/3.

9.12 Polar and Trigonometric Forms

If a complex number z=a+bi has modulus r and argument θ, then

a=r cos θ

and

b=r sin θ.

Substitution into z=a+bi gives

Trigonometric Form
z=r(cos θ+i sin θ).

This is also called the polar form of a complex number.

Worked Example 11

Question: Express z=1+i in polar form.

Given:

a=1,   b=1.

Required: Polar form.

Modulus:

r=√(12+12)=√2.

Argument:

tan θ=1.

Since the number lies in the first quadrant,

θ=π/4.

Therefore,

z=√2[cos(π/4)+i sin(π/4)].

Answer: √2[cos(π/4)+i sin(π/4)].

Conversion from Polar to Cartesian Form

Worked Example 12

Question: Express 4[cos(π/6)+i sin(π/6)] in the form a+bi.

Solution:

cos(π/6)=√3/2,   sin(π/6)=1/2.

Hence,

z=4(√3/2)+4i(1/2).
z=2√3+2i.

Answer: 2√3+2i.

9.13 Geometrical Interpretation of Complex Numbers

Complex numbers can be interpreted as points or position vectors in the plane. This geometric viewpoint makes several algebraic properties more intuitive.

Modulus as Distance

For z=a+bi, the modulus

|z|=√(a2+b2)

is the distance from the origin to the point (a,b).

Distance Between Two Complex Numbers

If z1 and z2 are represented by two points in the Argand plane, then the distance between them is

|z1-z2|.
Worked Example 13

Question: Find the distance between z1=2+3i and z2=-1+i.

Formula:

Distance=|z1-z2|.

Solution:

z1-z2 =(2+3i)-(-1+i) =3+2i.
|3+2i|=√(32+22)=√13.

Answer: The distance is √13.

Conjugation as Reflection

The points representing z=a+bi and z̄=a-bi are reflections of one another in the real axis. Their real parts are equal while their imaginary parts have opposite signs.

Chapter Summary

  • A complex number has the form a+bi, where i2=-1.
  • The real and imaginary parts of z=a+bi are a and b, respectively.
  • Two complex numbers are equal when their corresponding real and imaginary parts are equal.
  • Complex numbers can be added, subtracted and multiplied using ordinary algebra together with i2=-1.
  • The conjugate of a+bi is a-bi.
  • Division is performed by multiplying numerator and denominator by the conjugate of the denominator.
  • The modulus of a+bi is √(a2+b2).
  • The Argand diagram represents a complex number as a point whose coordinates are its real and imaginary parts.
  • The argument of a non-zero complex number is the directed angle from the positive real axis to its representing vector.
  • The polar form of a complex number is r(cos θ+i sin θ).
  • The distance between two complex numbers is the modulus of their difference.

CHAPTER TEN

De Moivre's Theorem and Roots of Unity

10.1 Review of Polar Form

The polar representation of a complex number is especially useful when powers and roots are involved. If

z=a+bi,

then its modulus is

r=√(a2+b2)

and its argument is an angle θ satisfying

a=r cos θ,   b=r sin θ.

Therefore,

z=r(cos θ+i sin θ).

For compactness, some texts use

cis θ = cos θ+i sin θ,

so that

z=r cis θ.

10.2 Multiplication and Division in Polar Form

Let

z1=r1(cos θ1+i sin θ1)

and

z2=r2(cos θ2+i sin θ2).

Their product is

Multiplication in Polar Form
z1z2 = r1r2 [cos(θ1+θ2) +i sin(θ1+θ2)].

Thus, when complex numbers are multiplied, their moduli are multiplied and their arguments are added.

Similarly, provided z2≠0,

Division in Polar Form
z1/z2 = (r1/r2) [cos(θ1-θ2) +i sin(θ1-θ2)].
Worked Example 1

Question: Multiply

z1=2[cos(π/6)+i sin(π/6)]

and

z2=3[cos(π/4)+i sin(π/4)].

Solution:

Multiply the moduli:

2×3=6.

Add the arguments:

π/6+π/4=2π/12+3π/12=5π/12.

Hence,

z1z2 = 6[cos(5π/12)+i sin(5π/12)].

Answer: 6[cos(5π/12)+i sin(5π/12)].

10.3 Statement of De Moivre's Theorem

De Moivre's Theorem

If n is an integer, then

(cos θ+i sin θ)n = cos(nθ)+i sin(nθ).

More generally, if

z=r(cos θ+i sin θ),

then

zn = rn[cos(nθ)+i sin(nθ)].

De Moivre's theorem transforms the otherwise difficult task of repeatedly multiplying complex numbers into the simpler operations of raising the modulus to a power and multiplying the argument by the exponent.

Illustration for n = 2

Starting with

(cos θ+i sin θ)2,

direct expansion gives

cos2θ-sin2θ+2i sin θ cos θ.

Using the double-angle identities,

cos 2θ=cos2θ-sin2θ

and

sin 2θ=2 sin θ cos θ,

we obtain

(cos θ+i sin θ)2 = cos 2θ+i sin 2θ.

This is precisely De Moivre's theorem for n=2.

10.4 Powers of Complex Numbers

To find a high power of a complex number efficiently, first express it in polar form and then apply De Moivre's theorem.

Worked Example 2

Question: Find (1+i)8.

Given:

z=1+i.

Required: z8.

Convert to polar form:

r=√2,   θ=π/4.

Thus,

z=√2[cos(π/4)+i sin(π/4)].

Formula:

zn = rn[cos(nθ)+i sin(nθ)].

Solution:

z8 = (√2)8 [cos(2π)+i sin(2π)].
(√2)8=16.
cos(2π)=1,   sin(2π)=0.

Therefore,

z8=16.

Answer: (1+i)8=16.

Worked Example 3

Question: Evaluate (√3+i)6.

Convert to polar form:

r=√[(√3)2+12]=2.
tan θ=1/√3.

Since the number lies in the first quadrant,

θ=π/6.

Hence,

√3+i = 2[cos(π/6)+i sin(π/6)].

Applying De Moivre's theorem:

(√3+i)6 = 26[cos π+i sin π].
=64(-1+0i).
=-64.

Answer: -64.

10.5 Negative Integer Powers

De Moivre's theorem also applies to negative integer powers, provided the complex number is non-zero.

For example,

(cos θ+i sin θ)-n = cos(-nθ)+i sin(-nθ).

Since

cos(-x)=cos x

and

sin(-x)=-sin x,

we obtain

(cos θ+i sin θ)-n = cos(nθ)-i sin(nθ).
Worked Example 4

Question: Simplify [cos(π/3)+i sin(π/3)]-2.

Solution:

=cos(-2π/3)+i sin(-2π/3).
=-1/2-(√3/2)i.

Answer: -1/2-(√3/2)i.

10.6 Roots of Complex Numbers

The reverse problem of raising a complex number to a power is extracting its roots. If

wn=z,

then w is called an nth root of z.

Suppose

z=r[cos θ+i sin θ].

Because angles differing by integral multiples of 2π represent the same complex number,

z=r[cos(θ+2kπ)+i sin(θ+2kπ)].

If

w=ρ[cos φ+i sin φ],

then

wn = ρn[cos(nφ)+i sin(nφ)].

Comparing with z gives

ρn=r

and

nφ=θ+2kπ.

Thus,

ρ=r1/n

and

φ=(θ+2kπ)/n.

10.7 General Formula for nth Roots

nth Roots of a Complex Number

If

z=r[cos θ+i sin θ],   r>0,

then its n distinct nth roots are

wk = r1/n [ cos((θ+2kπ)/n) + i sin((θ+2kπ)/n) ],

where

k=0,1,2,...,n-1.

Only n distinct roots are obtained. Larger integer values of k reproduce roots already found because the arguments differ by multiples of 2π.

Worked Example 5

Question: Find the cube roots of 8.

Given:

8=8[cos(0)+i sin(0)].

Required: Three cube roots.

Formula:

wk = 2[ cos(2kπ/3)+i sin(2kπ/3) ],

for k=0,1,2.

For k = 0:

w0=2.

For k = 1:

w1 = 2[cos(2π/3)+i sin(2π/3)].
=-1+i√3.

For k = 2:

w2 = 2[cos(4π/3)+i sin(4π/3)].
=-1-i√3.

Answer:

2,   -1+i√3,   -1-i√3.

10.8 Roots of Unity

Definition

The nth roots of unity are the complex numbers satisfying

zn=1.

Since

1=cos(2kπ)+i sin(2kπ),

the nth roots of unity are

zk = cos(2kπ/n)+i sin(2kπ/n),

where

k=0,1,2,...,n-1.

Every root has modulus 1. Therefore, all roots of unity lie on the unit circle in the Argand plane.

10.9 Geometrical Representation of Roots of Unity

The arguments of successive nth roots of unity differ by

2π/n.

Consequently, the roots are equally spaced around the unit circle. They form the vertices of a regular n-sided polygon centred at the origin.

Roots Angular Separation Geometrical Figure
2nd roots π Two opposite points
3rd roots 2π/3 Equilateral triangle
4th roots π/2 Square
5th roots 2π/5 Regular pentagon
6th roots π/3 Regular hexagon

10.10 Cube Roots of Unity

The cube roots of unity satisfy

z3=1.

They are

zk = cos(2kπ/3)+i sin(2kπ/3),

for k=0,1,2.

Thus,

z0=1,
z1 = -1/2+(√3/2)i,
z2 = -1/2-(√3/2)i.

It is customary to denote

ω=-1/2+(√3/2)i.

Then

ω2 = -1/2-(√3/2)i

and the three cube roots of unity are

1, ω, ω2.

Important Properties of Cube Roots of Unity

ω3=1
1+ω+ω2=0
ω+ω2=-1
ωω2=ω3=1.
Worked Example 6

Question: Simplify 1+ω+ω2+ω3+ω4.

Given:

ω3=1.

Solution:

Since

ω3=1

and

ω4=ω,

the expression becomes

1+ω+ω2+1+ω.

Using 1+ω+ω2=0,

=0+1+ω.

Answer: 1+ω.

10.11 Fourth and Higher Roots of Unity

Fourth Roots of Unity

The fourth roots satisfy

z4=1.

They are obtained from

zk = cos(kπ/2)+i sin(kπ/2),

for k=0,1,2,3.

Thus,

1,   i,   -1,   -i.

These points form a square on the unit circle.

Sixth Roots of Unity

The sixth roots of unity satisfy

z6=1.

Their arguments are

0,   π/3,   2π/3,   π,   4π/3,   5π/3.

They form a regular hexagon centred at the origin.

Worked Example 7

Question: Find all fourth roots of unity.

Formula:

zk = cos(2kπ/4)+i sin(2kπ/4).

For k=0,1,2,3:

z0=1
z1=i
z2=-1
z3=-i.

Answer: 1, i, -1, -i.

10.12 Algebraic Properties of Roots of Unity

The roots of unity possess several useful algebraic properties.

Sum of All nth Roots of Unity

For n>1, the sum of all nth roots of unity is zero.

1+ζ+ζ2+...+ζn-1=0,

where

ζ=cos(2π/n)+i sin(2π/n).

This follows from the finite geometric series formula:

1+ζ+ζ2+...+ζn-1 = (1-ζn)/(1-ζ).

Since ζn=1 and ζ≠1,

(1-1)/(1-ζ)=0.

Product of All nth Roots of Unity

The roots of

zn-1=0

have product

(-1)n+1.

This follows from the relationship between roots and the constant term of a polynomial.

Powers of a Primitive Root

If ζ is a primitive nth root of unity, then

1, ζ, ζ2, ..., ζn-1

give all nth roots of unity without repetition.

Primitive Roots of Unity

Definition

An nth root of unity is called primitive if its powers generate all the nth roots of unity before returning to 1.

Equivalently, ζk is a primitive nth root when k is relatively prime to n.

Example

For the fourth roots of unity, i and -i are primitive fourth roots because their successive powers generate all four roots. The root -1 is not primitive because (-1)2=1.

10.13 Applications of De Moivre's Theorem

De Moivre's theorem is useful for powers and roots of complex numbers, but it also provides elegant derivations of multiple-angle trigonometric identities.

Deriving cos 3θ and sin 3θ

By De Moivre's theorem,

(cos θ+i sin θ)3 = cos 3θ+i sin 3θ.

Expanding the left-hand side gives

cos3θ +3i cos2θ sin θ -3 cos θ sin2θ -i sin3θ.

Separate real and imaginary parts:

cos 3θ = cos3θ -3 cos θ sin2θ

and

sin 3θ = 3 cos2θ sin θ -sin3θ.

Using sin2θ=1-cos2θ, the first becomes

cos 3θ=4cos3θ-3cos θ.

Using cos2θ=1-sin2θ, the second becomes

sin 3θ=3sin θ-4sin3θ.
Worked Example 8

Question: Use De Moivre's theorem to express cos 4θ in powers of cos θ.

Solution:

From

(cos θ+i sin θ)4 = cos 4θ+i sin 4θ,

the real part is

cos 4θ = cos4θ -6cos2θ sin2θ +sin4θ.

Substitute

sin2θ=1-cos2θ.

After simplification,

cos 4θ = 8cos4θ -8cos2θ +1.

Answer:

cos 4θ = 8cos4θ -8cos2θ +1.

Solving Equations of the Form zⁿ = a

Another important application is solving polynomial equations involving powers of complex numbers.

Worked Example 9

Question: Solve z4=-16.

Given:

-16=16[cos π+i sin π].

Required: Four fourth roots.

Formula:

zk = 2[ cos((π+2kπ)/4) + i sin((π+2kπ)/4) ],

where k=0,1,2,3.

Arguments:

π/4,   3π/4,   5π/4,   7π/4.

Hence the roots are

2[cos(π/4)+i sin(π/4)],
2[cos(3π/4)+i sin(3π/4)],
2[cos(5π/4)+i sin(5π/4)],
2[cos(7π/4)+i sin(7π/4)].

In Cartesian form,

√2+i√2,   -√2+i√2,   -√2-i√2,   √2-i√2.

Answer: The four roots are ±√2±i√2 with the corresponding sign combinations shown above.

Chapter Summary

  • A non-zero complex number may be written in polar form as r(cos θ+i sin θ).
  • When complex numbers are multiplied in polar form, their moduli are multiplied and their arguments are added.
  • When they are divided, their moduli are divided and their arguments are subtracted.
  • De Moivre's theorem states that (cos θ+i sin θ)n=cos(nθ)+i sin(nθ) for integer n.
  • For z=r(cos θ+i sin θ), zn=rn[cos(nθ)+i sin(nθ)].
  • The nth roots of r(cos θ+i sin θ) have modulus r1/n and arguments (θ+2kπ)/n.
  • An nth-degree root problem produces n distinct complex roots when the original number is non-zero.
  • The nth roots of unity satisfy zn=1 and lie on the unit circle.
  • Successive nth roots of unity are separated by an angle of 2π/n.
  • The cube roots of unity are 1,ω,ω2, where 1+ω+ω2=0.
  • Roots of unity form regular polygons in the Argand plane.
  • De Moivre's theorem can also be used to derive multiple-angle trigonometric identities and solve equations involving complex powers.

CHAPTER ELEVEN

Circular Measure and Trigonometric Functions

11.1 Angles and Circular Measure

An angle is formed when a line or ray rotates about a fixed point. The fixed point is called the vertex, the initial position of the rotating ray is the initial side, and its final position is the terminal side.

Angles may be measured in degrees or radians. Degree measure divides one complete revolution into 360 equal parts, whereas circular measure expresses an angle in radians. Radian measure is particularly important in higher mathematics because it relates an angle directly to the geometry of a circle.

Circular Measure

Circular measure is the measurement of angles in radians. It is based on the relationship between the length of an arc of a circle and the radius of that circle.

A complete anticlockwise revolution corresponds to 360°, while a complete clockwise revolution corresponds to −360°. In the usual convention, anticlockwise angles are positive and clockwise angles are negative.

11.2 The Radian

Definition of One Radian

One radian is the angle subtended at the centre of a circle by an arc whose length is equal to the radius of the circle.

If an arc of length s subtends an angle θ at the centre of a circle of radius r, then

θ = s/r.

The angle θ in this formula is measured in radians.

For a complete circle, the circumference is 2πr. Hence,

θ = 2πr/r = 2π radians.

Therefore,

360° = 2π radians.

Dividing by 2 gives the fundamental relationship

180° = π radians.

11.3 Conversion Between Degrees and Radians

The relationship

180° = π radians

provides the basis for converting between the two systems.

Conversion Formulae

To convert degrees to radians:

Radians = Degrees × π/180.

To convert radians to degrees:

Degrees = Radians × 180/π.
Degrees Radians
0°0
30°π/6
45°π/4
60°π/3
90°π/2
120°2π/3
135°3π/4
150°5π/6
180°π
270°3π/2
360°2π
Worked Example 1

Question: Convert 150° to radians.

Given: θ = 150°.

Required: Angle in radians.

Formula:

Radians = Degrees × π/180.

Solution:

150 × π/180 = 5π/6.

Answer: 150° = 5π/6 radians.

Worked Example 2

Question: Convert 7π/12 radians to degrees.

Formula:

Degrees = Radians × 180/π.

Solution:

(7π/12) × (180/π) = 105°.

Answer: 105°.

11.4 Arc Length

When an angle is measured in radians, there is a simple relationship among the angle, the radius of a circle and the length of the corresponding arc.

Since

θ = s/r,

multiplication by r gives

Arc Length Formula
s = rθ

where:

  • s = length of the arc;
  • r = radius of the circle;
  • θ = angle subtended at the centre, measured in radians.
Important

The formula s=rθ requires θ to be in radians. If the angle is supplied in degrees, it must first be converted to radians.

Worked Example 3

Question: A circle has radius 12 cm. Find the length of the arc subtended by an angle of π/3 radians.

Given:

r=12 cm,   θ=π/3.

Required: Arc length s.

Formula:

s=rθ.

Solution:

s=12×π/3=4π cm.

Answer: 4π cm, approximately 12.57 cm.

Worked Example 4

Question: An arc of a circle of radius 8 cm has length 20 cm. Find the angle subtended at the centre in radians.

Given:

s=20 cm,   r=8 cm.

Formula:

θ=s/r.

Solution:

θ=20/8=5/2.

Answer: 2.5 radians.

11.5 Area of a Sector

A sector is the region of a circle bounded by two radii and the arc joining their endpoints.

A complete circle has angle 2π radians and area πr2. A sector whose central angle is θ therefore occupies the fraction

θ/(2π)

of the complete circle. Hence,

A = [θ/(2π)]πr2.

Simplifying gives

Area of a Sector
A = 1/2 r2θ,

where θ is measured in radians.

Worked Example 5

Question: Find the area of a sector of radius 9 cm that subtends an angle of 2π/3 radians.

Given:

r=9 cm,   θ=2π/3.

Required: Area of the sector.

Formula:

A=1/2 r2θ.

Solution:

A = 1/2 × 92 × 2π/3.
A=27π cm2.

Answer: 27π cm2, approximately 84.82 cm2.

Perimeter of a Sector

If a sector has radius r and arc length s, its perimeter consists of the arc and two radii:

P=2r+s.

Since s=rθ,

P=2r+rθ=r(2+θ).

11.6 Trigonometric Functions

The basic trigonometric functions are sine, cosine and tangent. Their reciprocals give the cosecant, secant and cotangent functions.

For an acute angle θ in a right-angled triangle,

sin θ = Opposite/Hypotenuse,
cos θ = Adjacent/Hypotenuse,
tan θ = Opposite/Adjacent.

The reciprocal functions are

cosec θ = 1/sin θ,
sec θ = 1/cos θ,
cot θ = 1/tan θ.

The right-triangle definitions are useful for acute angles, but they are not sufficient for angles greater than 90° or for negative angles. To deal with angles of any magnitude, trigonometric functions are defined using coordinates on a circle.

11.7 Trigonometric Functions of Angles of Any Magnitude

Consider a point P(x,y) on the terminal side of an angle θ in standard position. Let its distance from the origin be r. Then

r=√(x2+y2).

The trigonometric functions are defined by

Coordinate Definitions
sin θ = y/r
cos θ = x/r
tan θ = y/x,   x≠0
cosec θ = r/y,   y≠0
sec θ = r/x,   x≠0
cot θ = x/y,   y≠0.

These definitions allow trigonometric functions to be evaluated for angles in all four quadrants.

Worked Example 6

Question: The terminal side of an angle passes through the point P(-3,4). Find sin θ, cos θ and tan θ.

Given:

x=-3,   y=4.

First find r:

r=√[(-3)2+42]=√25=5.

Solution:

sin θ=4/5,
cos θ=-3/5,
tan θ=4/(-3)=-4/3.

Answer:

sin θ=4/5,   cos θ=-3/5,   tan θ=-4/3.

11.8 Quadrants and Signs of Trigonometric Functions

The signs of the trigonometric functions depend on the quadrant in which the terminal side of the angle lies.

Quadrant x y sin θ cos θ tan θ
I + + + + +
II − + + − −
III − − − − +
IV + − − + −

Thus:

  • in Quadrant I, all three basic trigonometric functions are positive;
  • in Quadrant II, only sine is positive;
  • in Quadrant III, only tangent is positive;
  • in Quadrant IV, only cosine is positive.
Worked Example 7

Question: Determine the signs of sin 210°, cos 210° and tan 210°.

Solution:

Since 180°<210°<270°, the angle lies in Quadrant III.

In Quadrant III, sine and cosine are negative, while tangent is positive.

Answer:

sin 210° < 0,   cos 210° < 0,   tan 210° > 0.

11.9 Reference Angles

Definition

A reference angle is the acute positive angle between the terminal side of an angle and the x-axis.

Reference angles allow trigonometric values of angles in different quadrants to be related to familiar acute angles.

Quadrant Angle θ Reference Angle α
I 0° < θ < 90° α=θ
II 90° < θ < 180° α=180°−θ
III 180° < θ < 270° α=θ−180°
IV 270° < θ < 360° α=360°−θ
Worked Example 8

Question: Evaluate sin 150°.

Solution:

The angle 150° lies in Quadrant II. Its reference angle is

180°−150°=30°.

Sine is positive in Quadrant II. Therefore,

sin 150°=sin 30°=1/2.

Answer: 1/2.

Worked Example 9

Question: Evaluate cos 225°.

Solution:

The angle lies in Quadrant III and has reference angle

225°−180°=45°.

Cosine is negative in Quadrant III. Hence,

cos 225°=-cos 45°=-√2/2.

Answer: -√2/2.

11.10 Standard Angles and Exact Values

The exact trigonometric values of certain standard angles occur repeatedly in algebra, calculus, geometry and mathematical analysis. They should therefore be understood and used without dependence on decimal approximations.

θ 0° 30° 45° 60° 90°
Radians 0 π/6 π/4 π/3 π/2
sin θ 0 1/2 √2/2 √3/2 1
cos θ 1 √3/2 √2/2 1/2 0
tan θ 0 1/√3 1 √3 Undefined

Deriving the 45° Values

Consider an isosceles right-angled triangle whose two perpendicular sides each have length 1. By Pythagoras' theorem, the hypotenuse is

√(12+12)=√2.

Therefore,

sin 45°=1/√2=√2/2,
cos 45°=1/√2=√2/2,
tan 45°=1.

Deriving the 30° and 60° Values

Take an equilateral triangle of side 2 and bisect it. Each half is a right-angled triangle with hypotenuse 2, shorter side 1 and longer side √3. Consequently,

sin 30°=1/2,   cos 30°=√3/2,   tan 30°=1/√3,

while

sin 60°=√3/2,   cos 60°=1/2,   tan 60°=√3.

11.11 Periodicity of Trigonometric Functions

Periodic Function

A function f is periodic if there exists a positive number T such that

f(θ+T)=f(θ)

for every value of θ in the domain. The smallest positive such value of T is called the fundamental period.

The sine and cosine functions have period 2π:

sin(θ+2π)=sin θ,
cos(θ+2π)=cos θ.

The tangent function has period π:

tan(θ+π)=tan θ.
Function Fundamental Period
sin θ2π
cos θ2π
tan θπ
cosec θ2π
sec θ2π
cot θπ
Worked Example 10

Question: Evaluate sin 750°.

Solution:

Subtract two complete revolutions:

750°−720°=30°.

Therefore,

sin 750°=sin 30°=1/2.

Answer: 1/2.

11.12 Related Angles and Reduction

Trigonometric functions of large or negative angles can often be reduced to functions of familiar acute angles.

Negative Angles

The sine and tangent functions are odd functions:

sin(-θ)=-sin θ,
tan(-θ)=-tan θ.

Cosine is an even function:

cos(-θ)=cos θ.

Angles Related to π

Important reduction relationships include

sin(π-θ)=sin θ,
cos(π-θ)=-cos θ,
tan(π-θ)=-tan θ,
sin(π+θ)=-sin θ,
cos(π+θ)=-cos θ,
tan(π+θ)=tan θ.

Complementary Angles

Sine and cosine are cofunctions:

sin(π/2-θ)=cos θ,
cos(π/2-θ)=sin θ.

Similarly,

tan(π/2-θ)=cot θ.
Worked Example 11

Question: Evaluate cos(-60°).

Solution:

Cosine is an even function. Hence,

cos(-60°)=cos 60°=1/2.

Answer: 1/2.

11.13 Applications of Circular Measure and Trigonometric Functions

Circular measure has direct applications in problems involving rotating objects, wheels, gears, pendulums and circular paths. Trigonometric functions also provide mathematical relationships between angles, lengths and coordinates.

Distance Travelled by a Rotating Wheel

Worked Example 12

Question: A wheel of radius 0.35 m rotates through an angle of 8 radians without slipping. Find the distance travelled along the ground.

Given:

r=0.35 m,   θ=8 radians.

Required: Distance travelled.

Formula:

s=rθ.

Solution:

s=0.35×8=2.8 m.

Answer: The wheel travels 2.8 m.

Length of a Chord

For a circle of radius r, a chord subtending an angle θ at the centre has length

c=2r sin(θ/2).
Worked Example 13

Question: Find the length of a chord in a circle of radius 10 cm if the chord subtends an angle of 60° at the centre.

Given:

r=10 cm,   θ=60°.

Formula:

c=2r sin(θ/2).

Solution:

c=2(10)sin30°.
c=20×1/2=10 cm.

Answer: 10 cm.

Chapter Summary

  • Circular measure expresses angles in radians.
  • One radian is the angle subtended at the centre of a circle by an arc whose length equals the radius.
  • 180°=π radians and 360°=2π radians.
  • Degrees are converted to radians by multiplying by π/180.
  • Radians are converted to degrees by multiplying by 180/π.
  • For an angle measured in radians, arc length is s=rθ.
  • The area of a sector is A=1/2 r2θ.
  • The basic trigonometric functions are sine, cosine and tangent; cosecant, secant and cotangent are their reciprocals.
  • Coordinate definitions extend trigonometric functions to angles of any magnitude.
  • The signs of trigonometric functions depend on the quadrant containing the terminal side of the angle.
  • A reference angle enables the exact value of a trigonometric function to be determined from a corresponding acute angle.
  • Sine and cosine have fundamental period 2π, while tangent has fundamental period π.
  • Sine and tangent are odd functions, while cosine is an even function.

CHAPTER TWELVE

Trigonometric Identities, Addition and Factor Formulae

12.1 Meaning of Trigonometric Identities

Definition

A trigonometric identity is an equation involving trigonometric functions that is true for every value of the variable for which both sides of the equation are defined.

For example,

sin2θ+cos2θ=1

is an identity because it holds for every permissible value of θ.

An identity must be distinguished from a trigonometric equation. An equation such as

sin θ=1/2

is true only for particular values of θ; it is therefore not an identity.

Trigonometric Identity Trigonometric Equation
True for every permissible value of the variable. True only for particular values of the variable.
Used to transform or simplify expressions. Usually requires finding unknown angles.
Example: 1+tan2θ=sec2θ. Example: tan θ=1.

12.2 Fundamental Trigonometric Identities

Pythagorean Identity

From the coordinate definitions,

sin θ=y/r,   cos θ=x/r.

Therefore,

sin2θ+cos2θ = (y2+x2)/r2.

Since x2+y2=r2,

sin2θ+cos2θ=1.

This is the fundamental Pythagorean identity.

Derived Pythagorean Identities

Divide

sin2θ+cos2θ=1

through by cos2θ:

tan2θ+1=sec2θ.

Similarly, division by sin2θ gives

1+cot2θ=cosec2θ.
Principal Pythagorean Identities
sin2θ+cos2θ=1
1+tan2θ=sec2θ
1+cot2θ=cosec2θ.

Quotient Identities

tan θ=sin θ/cos θ
cot θ=cos θ/sin θ.

Reciprocal Identities

cosec θ=1/sin θ,
sec θ=1/cos θ,
cot θ=1/tan θ.

12.3 Simplification and Verification of Identities

To verify a trigonometric identity, one side is normally transformed independently until it becomes identical to the other side. It is usually preferable to begin with the more complicated side.

Useful techniques include replacing tangent and cotangent by sine and cosine, using Pythagorean identities, taking common denominators, factoring algebraic expressions and multiplying by appropriate conjugate expressions.

Worked Example 1

Question: Verify that

(1-cos2θ)/sin θ = sin θ.

Solution:

Begin with the left-hand side:

(1-cos2θ)/sin θ.

Using

1-cos2θ=sin2θ,

we obtain

sin2θ/sin θ=sin θ.

This is the right-hand side. Therefore, the identity is verified wherever the original expression is defined.

Worked Example 2

Question: Simplify

(sec2θ-1)/tan θ.

Solution:

Using

sec2θ-1=tan2θ,

we have

tan2θ/tan θ=tan θ.

Answer: tan θ, for values of θ for which the original expression is defined.

Worked Example 3

Question: Verify that

1/(1-sin θ) + 1/(1+sin θ)=2sec2θ.

Solution:

Combining the fractions on the left:

[(1+sin θ)+(1-sin θ)]/ [(1-sin θ)(1+sin θ)].
=2/(1-sin2θ).

Since

1-sin2θ=cos2θ,

we obtain

2/cos2θ=2sec2θ.

Hence the identity is verified.

12.4 Compound-Angle Formulae

Compound-angle formulae express trigonometric functions of the sum or difference of two angles in terms of the trigonometric functions of the individual angles.

Addition and Subtraction Formulae
sin(A+B)=sin A cos B+cos A sin B
sin(A-B)=sin A cos B-cos A sin B
cos(A+B)=cos A cos B-sin A sin B
cos(A-B)=cos A cos B+sin A sin B
tan(A+B)= (tan A+tan B)/(1-tan A tan B)
tan(A-B)= (tan A-tan B)/(1+tan A tan B).

Derivation of the Tangent Addition Formula

Since

tan(A+B)=sin(A+B)/cos(A+B),

substitution of the sine and cosine addition formulae gives

tan(A+B) = [sin A cos B+cos A sin B]/ [cos A cos B-sin A sin B].

Dividing numerator and denominator by cos A cos B gives

tan(A+B)= (tan A+tan B)/(1-tan A tan B).

12.5 Applications of Compound-Angle Formulae

One important use of the compound-angle formulae is obtaining exact values of trigonometric functions for angles that are not among the basic standard angles.

Worked Example 4

Question: Find the exact value of sin 75°.

Given:

75°=45°+30°.

Formula:

sin(A+B)=sin A cos B+cos A sin B.

Solution:

sin75° = sin45°cos30°+cos45°sin30°.
= (√2/2)(√3/2)+(√2/2)(1/2).
=√6/4+√2/4.

Answer:

sin75°=(√6+√2)/4.
Worked Example 5

Question: Find the exact value of cos 15°.

Given:

15°=45°−30°.

Formula:

cos(A-B)=cos A cos B+sin A sin B.

Solution:

cos15° = cos45°cos30°+sin45°sin30°.
= (√2/2)(√3/2)+(√2/2)(1/2).
=(√6+√2)/4.

Answer: (√6+√2)/4.

Worked Example 6

Question: Find the exact value of tan 15°.

Formula:

tan(A-B)= (tan A-tan B)/(1+tan A tan B).

Solution:

tan15° = (tan45°-tan30°)/ (1+tan45°tan30°).
= (1-1/√3)/(1+1/√3).

Multiplying numerator and denominator by √3 gives

(√3-1)/(√3+1).

Rationalising,

tan15°=2-√3.

Answer: 2-√3.

12.6 Double-Angle Formulae

Double-angle formulae are obtained from the compound-angle formulae by putting A=B=θ.

Sine Double-Angle Formula

sin2θ=2sinθcosθ.

Cosine Double-Angle Formula

cos2θ=cos2θ-sin2θ.

Using sin2θ+cos2θ=1, this may also be written as

cos2θ=2cos2θ-1

or

cos2θ=1-2sin2θ.

Tangent Double-Angle Formula

tan2θ= 2tanθ/(1-tan2θ),

provided the expressions involved are defined.

Worked Example 7

Question: If sin θ=3/5 and θ is acute, find sin2θ and cos2θ.

Given:

sin θ=3/5.

Since θ is acute, cos θ>0. Therefore,

cos θ=√(1-9/25)=4/5.

For sin2θ:

sin2θ=2(3/5)(4/5)=24/25.

For cos2θ:

cos2θ=(4/5)2-(3/5)2.
cos2θ=16/25-9/25=7/25.

Answer:

sin2θ=24/25,   cos2θ=7/25.

12.7 Half-Angle Formulae

The cosine double-angle formulae can be rearranged to obtain expressions for the squares of sine and cosine of half an angle.

From

cos2θ=1-2sin2θ,

we obtain

sin2θ=(1-cos2θ)/2.

Similarly, from

cos2θ=2cos2θ-1,

we obtain

cos2θ=(1+cos2θ)/2.

Replacing 2θ by θ gives

Half-Angle Formulae
sin(θ/2)=±√[(1-cosθ)/2]
cos(θ/2)=±√[(1+cosθ)/2].

The appropriate sign depends on the quadrant in which θ/2 lies.

A useful tangent half-angle form is

tan(θ/2)=sinθ/(1+cosθ)

and equivalently

tan(θ/2)=(1-cosθ)/sinθ,

where the respective expressions are defined.

Worked Example 8

Question: Use a half-angle formula to obtain the exact value of sin22.5°.

Given:

22.5°=45°/2.

Formula:

sin(θ/2)=√[(1-cosθ)/2]

because 22.5° lies in the first quadrant.

Solution:

sin22.5° = √[(1-cos45°)/2].
= √[(1-√2/2)/2].
=√(2-√2)/2.

Answer:

sin22.5°=√(2-√2)/2.

12.8 Triple-Angle Formulae

Triple-angle formulae can be obtained from the compound-angle formulae or from De Moivre's theorem.

Triple-Angle Formulae
sin3θ=3sinθ-4sin3θ
cos3θ=4cos3θ-3cosθ.

For tangent,

tan3θ= (3tanθ-tan3θ)/ (1-3tan2θ),

whenever the expressions are defined.

Worked Example 9

Question: If cos θ=1/2, evaluate cos3θ using the triple-angle formula.

Formula:

cos3θ=4cos3θ-3cosθ.

Solution:

cos3θ = 4(1/2)3-3(1/2).
=4(1/8)-3/2.
=1/2-3/2=-1.

Answer: cos3θ=-1.

12.9 Product-to-Sum Formulae

Product-to-sum formulae convert products of trigonometric functions into sums or differences. They follow directly from the compound-angle formulae.

Product-to-Sum Formulae
2sin A cos B=sin(A+B)+sin(A-B)
2cos A sin B=sin(A+B)-sin(A-B)
2cos A cos B=cos(A+B)+cos(A-B)
2sin A sin B=cos(A-B)-cos(A+B).
Worked Example 10

Question: Express 2sin5x cos3x as a sum.

Formula:

2sin A cos B=sin(A+B)+sin(A-B).

Solution:

2sin5x cos3x = sin(8x)+sin(2x).

Answer: sin8x+sin2x.

12.10 Sum-to-Product Formulae

The factor formulae, also called sum-to-product formulae, perform the reverse transformation: they convert sums or differences into products.

Sum-to-Product Formulae
sin A+sin B = 2sin[(A+B)/2]cos[(A-B)/2]
sin A-sin B = 2cos[(A+B)/2]sin[(A-B)/2]
cos A+cos B = 2cos[(A+B)/2]cos[(A-B)/2]
cos A-cos B = -2sin[(A+B)/2]sin[(A-B)/2].
Worked Example 11

Question: Express sin70°+sin30° as a product and hence evaluate it exactly.

Formula:

sin A+sin B= 2sin[(A+B)/2]cos[(A-B)/2].

Solution:

sin70°+sin30° = 2sin50°cos20°.

Thus the required product form is

2sin50°cos20°.

Since sin70°=cos20° and sin30°=1/2, an alternative exact representation is

cos20°+1/2.

Answer: 2sin50°cos20°.

12.11 Expressions of the Form a sin θ + b cos θ

An expression of the form

a sinθ+b cosθ

can be written as a single sine function. Suppose

a sinθ+b cosθ=R sin(θ+α).

Using the addition formula,

R sin(θ+α) = R cosα sinθ+R sinα cosθ.

Comparing coefficients gives

R cosα=a

and

R sinα=b.

Squaring and adding,

R2=a2+b2.

Therefore,

R=√(a2+b2).

Also, where appropriate,

tanα=b/a.
Worked Example 12

Question: Express 3sinθ+4cosθ in the form Rsin(θ+α).

Given:

a=3,   b=4.

Required: R and α.

Solution:

R=√(32+42)=5.

Also,

cosα=3/5,   sinα=4/5.

Hence,

α=tan-1(4/3).

Therefore,

3sinθ+4cosθ = 5sin(θ+α),

where α=tan-1(4/3).

Maximum and Minimum Values

Since

-1≤sin(θ+α)≤1,

it follows that

-R≤Rsin(θ+α)≤R.

Thus, the maximum value of a sinθ+b cosθ is

√(a2+b2),

and its minimum value is

-√(a2+b2).
Worked Example 13

Question: Find the maximum and minimum values of 5sinθ+12cosθ.

Formula:

R=√(a2+b2).

Solution:

R=√(52+122) =√169=13.

Answer: Maximum value = 13; minimum value = −13.

12.12 Solving Trigonometric Equations

A trigonometric equation requires the determination of all angles within a specified interval that satisfy the equation. The periodic nature of trigonometric functions means that an equation may have several solutions.

Equations Involving Sine

Worked Example 14

Question: Solve sinθ=1/2 for 0°≤θ≤360°.

Solution:

The reference angle is 30°.

Sine is positive in Quadrants I and II. Therefore,

θ=30°,   150°.

Answer: 30° and 150°.

Equations Involving Cosine

Worked Example 15

Question: Solve 2cosθ+1=0 for 0°≤θ<360°.

Solution:

2cosθ=-1.
cosθ=-1/2.

The reference angle is 60°.

Cosine is negative in Quadrants II and III. Therefore,

θ=120°,   240°.

Answer: 120° and 240°.

Equations Involving Tangent

Worked Example 16

Question: Solve tanθ=-1 for 0°≤θ<360°.

Solution:

The reference angle is 45°. Tangent is negative in Quadrants II and IV.

θ=180°-45°=135°

and

θ=360°-45°=315°.

Answer: 135° and 315°.

Equations Requiring Identities

Worked Example 17

Question: Solve

2sin2θ-3sinθ+1=0

for 0°≤θ≤360°.

Solution:

Factorise:

(2sinθ-1)(sinθ-1)=0.

Therefore,

sinθ=1/2

or

sinθ=1.

For sinθ=1/2:

θ=30°,150°.

For sinθ=1:

θ=90°.

Answer:

θ=30°,90°,150°.
Worked Example 18

Question: Solve cos2θ=0 for 0≤θ<2π.

Solution:

Since cosine is zero when

2θ=π/2+kπ,   k∈ℤ,

we obtain

θ=π/4+kπ/2.

Within 0≤θ<2π, the values are

θ=π/4,   3π/4,   5π/4,   7π/4.

Answer:

π/4,   3π/4,   5π/4,   7π/4.

12.13 Applications and Integrated Problems

Trigonometric identities and formulae are not isolated algebraic rules. They provide methods for transforming expressions, determining exact values, solving equations and analysing periodic relationships.

Using an Identity to Determine an Unknown Trigonometric Value

Worked Example 19

Question: Given that tanθ=3/4 and θ is acute, find sin2θ without first finding θ.

Given:

tanθ=3/4.

Required: sin2θ.

The double-angle formula can be written entirely in terms of tangent:

sin2θ= 2tanθ/(1+tan2θ).

Solution:

sin2θ = [2(3/4)]/[1+(3/4)2].
=(3/2)/(1+9/16).
=(3/2)/(25/16).
=(3/2)(16/25)=24/25.

Answer: 24/25.

Solving a Compound-Angle Equation

Worked Example 20

Question: Solve sin(θ+30°)=1/2 for 0°≤θ≤360°.

Solution:

Let

x=θ+30°.

The equation becomes

sin x=1/2.

Over the corresponding interval 30°≤x≤390°, the solutions are

x=150°,   390°.

Therefore,

θ=120°,   360°.

Answer: θ=120° or 360°.

Finding an Exact Value Without a Calculator

Worked Example 21

Question: Evaluate exactly

cos75°cos15°.

Formula:

2cosAcosB=cos(A+B)+cos(A-B).

Solution:

2cos75°cos15° = cos90°+cos60°.
=0+1/2=1/2.

Therefore,

cos75°cos15°=1/4.

Answer: 1/4.

Connection Between the Major Formulae

The various formulae developed in this chapter form a connected system. The compound-angle formulae generate the double-angle formulae by setting the two angles equal. The double-angle formulae produce the half-angle formulae by rearrangement and substitution. Adding or subtracting appropriate compound-angle identities produces the product-to-sum formulae, while reversing those relationships produces the sum-to-product formulae.

This connection is important because a complicated trigonometric problem often does not announce which identity should be used. The structure of the expression determines the appropriate transformation. A product such as sin A cos B suggests a product-to-sum formula, while a sum such as sin A+sin B suggests a sum-to-product formula. Expressions involving sin2θ and cos2θ frequently call for a Pythagorean or double-angle identity.

Chapter Summary

  • A trigonometric identity is true for every value for which both sides are defined, whereas a trigonometric equation is true only for particular values.
  • The fundamental Pythagorean identity is sin2θ+cos2θ=1.
  • Two related identities are 1+tan2θ=sec2θ and 1+cot2θ=cosec2θ.
  • Compound-angle formulae express the sine, cosine and tangent of A±B in terms of the individual angles.
  • The sine double-angle formula is sin2θ=2sinθcosθ.
  • The cosine double-angle formula can be written as cos2θ=cos2θ-sin2θ, 2cos2θ-1, or 1-2sin2θ.
  • The tangent double-angle formula is tan2θ=2tanθ/(1-tan2θ).
  • Half-angle formulae follow from rearranging the cosine double-angle identities.
  • Triple-angle formulae include sin3θ=3sinθ-4sin3θ and cos3θ=4cos3θ-3cosθ.
  • Product-to-sum formulae convert products of trigonometric functions into sums or differences.
  • Sum-to-product formulae convert sums and differences into products and are also known as factor formulae.
  • An expression a sinθ+b cosθ can be represented by a single trigonometric function with amplitude √(a2+b2).
  • Trigonometric equations must be solved with careful attention to quadrants, periodicity and the specified interval.

References

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