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
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.
The following are sets:
- The vowels in the English alphabet: {a, e, i, o, u}.
- The positive integers less than 6: {1, 2, 3, 4, 5}.
- The solutions of x2 - 5x + 6 = 0: {2, 3}.
- 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
then 2, 4, 6 and 8 are elements of A.
The order in which elements are written does not change a set. Thus,
Also, repetition of an element does not create a new element. Hence,
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.
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.
Let A be the set of positive odd integers less than 10. Then
When a pattern is obvious and the set contains many elements, an ellipsis may be used. For example,
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
The colon is read as “such that.” A vertical bar | may also be used with the same meaning.
The set of positive even integers less than 12 may be written as
In roster form, this is
1.4.3 Descriptive Method
A set may be described in words. For example:
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
An empty set is a set containing no element. It is denoted by ∅ or { }.
For example, let
Since no natural number is negative, A = ∅.
∅ 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,
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,
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
and
1.5.5 Universal Set
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
If A is the set of even numbers in this universe, then
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,
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
Two sets A and B are equal if and only if they contain exactly the same elements.
Thus,
means that every element of A belongs to B and every element of B belongs to A.
Let
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.
Consider
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
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
Since every element of A occurs in 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
- Every set is a subset of itself: A ⊆ A.
- The empty set is a subset of every set: ∅ ⊆ A.
- If A ⊆ B and B ⊆ C, then A ⊆ C.
- 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.
If
then A ⊂ B because all members of A occur in B and A ≠ B.
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
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).
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.
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
This follows because, when constructing a subset, each of the n elements has two possibilities: it is either included or excluded. Consequently, there are
possible subsets.
Question: How many subsets does A = {2,4,6,8,10} have?
Given: n = 5.
Required: Number of subsets.
Formula:
Where: n is the number of elements in the original set.
Solution:
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
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
then
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
Therefore,
Answer: The cardinality of B is 4.
Chapter Summary
- A set is a well-defined collection of distinct objects called elements or members.
- Membership is represented by ∈, while non-membership is represented by ∉.
- Sets may be represented by roster form, set-builder form or an unambiguous verbal description.
- Important types of sets include empty, singleton, finite, infinite, universal and disjoint sets.
- Two sets are equal when they contain exactly the same elements.
- Equivalent finite sets contain the same number of elements, although their elements may differ.
- A ⊆ B means every element of A is also an element of B.
- A proper subset of a set is a subset that is not equal to the original set.
- The power set P(A) consists of all subsets of A.
- A finite set containing n elements has 2n subsets.
- The cardinality of a finite set is the number of distinct elements it contains.
Review Exercises
- Define a set and explain why the phrase “well-defined” is important.
- Write the set of positive multiples of 3 less than 20 in roster form and set-builder form.
- State whether each of the following is finite, infinite, singleton or empty where applicable:
- {7}
- {x ∈ ℕ : x < 0}
- {1,2,3,...,100}
- {2,4,6,8,...}
- If A = {1,2,3}, list all the subsets of A.
- Find the power set of {a,b}.
- A set contains six elements. How many subsets does it have? How many of these are proper subsets?
- Distinguish clearly between equal sets and equivalent finite sets, giving one example of each.
- Let A = {2,4,6} and B = {1,2,3,4,5,6}. Determine whether A ⊆ B and justify your answer.
- Explain the difference between ∅ and {∅}. State the cardinality of each.
- 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
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,
Here, the word or is inclusive: an element is included if it belongs to either set or to both.
Let
Then
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,
contains every element that occurs in at least one of the sets A, B or C.
2.3 Intersection of Sets
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,
If
then
Only 4 and 8 occur in both sets.
Intersection and Disjoint Sets
If two sets have no common element, their intersection is empty:
Such sets are called disjoint sets.
If
then
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
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.
Let
Then
while
This example demonstrates an important fact:
in general. Set difference is therefore not commutative.
2.5 Complement of a Set
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′.
Let
and
Then
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
Thus, the order of the sets does not affect their union or intersection.
2.6.2 Associative Laws
Consequently, expressions such as A ∪ B ∪ C and A ∩ B ∩ C may be written without ambiguity.
2.6.3 Distributive Laws
2.6.4 Identity Laws
2.6.5 Domination Laws
2.6.6 Idempotent Laws
2.6.7 Complement Laws
2.6.8 Absorption Laws
2.6.9 De Morgan's Laws
De Morgan's laws describe how complementation interacts with union and intersection:
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.
Question: Verify the first De Morgan law for
Required: Verify that (A ∪ B)c = Ac ∩ Bc.
Solution:
Therefore, relative to U,
Also,
and
Hence,
Thus,
Answer: The identity is verified for the given sets.
2.7 Venn Diagrams
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.
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
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.
The formula may be rearranged according to the unknown quantity. For example,
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:
Where: M ∪ P represents students studying Mathematics or Physics or both.
Solution:
Answer: 45 students study at least one of the two subjects.
Students in Only One Set
If n(A ∩ B) is known, then
and
Therefore, the number belonging to exactly one of the two sets is
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) |
Question: A survey of 80 students showed that 45 students use an electronic textbook, 38 use printed textbooks, and 20 use both. Determine:
- the number who use electronic textbooks only;
- the number who use printed textbooks only;
- the number who use at least one of the two forms;
- the number who use neither form.
Given:
Required: The four specified categories.
Solution:
(a) Electronic textbooks only
(b) Printed textbooks only
(c) At least one form
(d) Neither form
Answer: Electronic only = 25; printed only = 18; at least one = 63; neither = 17.
A useful check is to add the mutually exclusive regions:
Since this equals the total number surveyed, the allocation is consistent.
Finding an Unknown Intersection
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:
Required: n(E ∩ M).
Formula:
Solution:
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
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.
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.
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:
Required: n(M ∪ P ∪ C).
Formula:
Solution:
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.
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:
- the number taking Mathematics and Physics only;
- the number taking only Mathematics;
- the number taking at least one subject;
- the number taking none of the three subjects.
Given:
Solution:
(a) Mathematics and Physics only
The stated intersection M ∩ P includes the 10 students who take all three subjects. Therefore,
(b) Mathematics only
First calculate the pairwise-only regions involving Mathematics:
Therefore,
(c) At least one subject
(d) None of the subjects
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:
- Identify the universal set and the total number of objects, if given.
- Draw and label the required sets.
- Enter the number belonging to all three sets first.
- Calculate and enter the “exactly two sets” regions by subtracting the triple intersection from the corresponding pairwise intersections.
- Calculate the “only” regions of individual sets.
- Add all regions inside the circles to obtain the union.
- If necessary, subtract the union from the universal total to obtain the number belonging to none of the sets.
- Check that all mutually exclusive regions add to the stated total.
Common Mistakes in Set Operations and Venn Diagrams
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.
A ∪ B includes elements in either set or both; A ∩ B contains only elements common to both.
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.
A complement is always relative to a universal set. Without identifying the universe, the complement may be ambiguous.
“Neither A nor B” means elements outside both sets, namely (A ∪ B)c. It does not mean A ∩ B.
Chapter Summary
- The union A ∪ B contains elements belonging to A, B, or both.
- The intersection A ∩ B contains elements common to both sets.
- Two sets are disjoint when their intersection is empty.
- The difference A \ B contains elements in A that are not in B.
- The complement Ac consists of elements of the universal set that are not in A.
- Union and intersection satisfy commutative, associative, distributive and other standard laws.
- De Morgan's laws are (A ∪ B)c = Ac ∩ Bc and (A ∩ B)c = Ac ∪ Bc.
- Venn diagrams represent sets and their relationships visually.
- For two finite sets, n(A ∪ B)=n(A)+n(B)-n(A ∩ B).
- For three finite sets, pairwise intersections are subtracted and the triple intersection is added back once.
- In practical Venn diagram problems, mutually exclusive regions should be identified carefully before totals are calculated.
Review Exercises
-
Let A={1,2,3,4,5} and B={4,5,6,7,8}. Find:
- A ∪ B
- A ∩ B
- A \ B
- B \ A
- Given U={1,2,3,4,5,6,7,8,9,10} and A={1,3,5,7,9}, find Ac.
- If n(A)=28, n(B)=35 and n(A∩B)=12, find n(A∪B).
-
In a class of 60 students, 35 study French, 28 study Arabic and 12 study both languages. Find the number who:
- study French only;
- study Arabic only;
- study at least one language;
- study neither language.
-
In a survey of 120 people, 75 like football, 60 like basketball and 35 like both. Determine the number who like:
- football only;
- basketball only;
- at least one of the sports;
- neither sport.
- State De Morgan's two laws for sets and verify one of them using suitable finite sets.
- 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.
- 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.
- 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.
-
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.
- How many use at least one platform?
- How many use none of the three platforms?
- How many use A and B only?
- 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.
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
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,
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.
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,
is not a natural number, and
is also not a natural number.
Whole Numbers
The whole numbers consist of zero together with the positive counting numbers:
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
The integers are the positive whole numbers, zero and their negative counterparts.
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,
They are not closed under division because the quotient of two integers may not be an integer. For example,
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.
Zero is an integer and a whole number. It is neither positive nor negative.
3.4 Rational Numbers
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.
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.
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
Question: Express 0.777... as a rational number.
Given: x = 0.777...
Required: Express x as a fraction.
Solution:
Multiply both sides by 10:
Subtract the first equation from the second:
Therefore,
Answer: 0.777... = 7/9.
Question: Express 0.272727... as a fraction.
Given: x = 0.272727...
Required: Rational form of x.
Solution:
Since two digits repeat, multiply by 100:
Subtract:
Answer: 0.272727... = 3/11.
3.5 Irrational Numbers
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
For example,
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.
√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
The set of real numbers, denoted by ℝ, is the set containing all rational and all irrational numbers.
The main relationships among the common number systems may be expressed as
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 |
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
are also real numbers. If b ≠ 0, then a/b is also real.
Commutative Property
Subtraction and division are not commutative in general:
and
Associative Property
Distributive Property
Similarly,
Identity Elements
The additive identity is 0:
The multiplicative identity is 1:
Inverse Elements
The additive inverse of a is -a because
For a ≠ 0, the multiplicative inverse of a is 1/a because
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.
Thus,
A negative number farther from zero is not necessarily greater. For instance,
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
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
The square brackets indicate that both endpoints are included.
Open Interval
The round brackets indicate that the endpoints are excluded.
Half-Open Intervals
and
Infinite Intervals
Infinity is never treated as an actual endpoint belonging to an interval. Therefore parentheses are always used beside ∞ or -∞.
| Inequality | Interval Notation |
|---|---|
| 2 ≤ x ≤ 7 | [2,7] |
| 2 < x < 7 | (2,7) |
| 2 ≤ x < 7 | [2,7) |
| x > 4 | (4,∞) |
| x ≤ -1 | (-∞,-1] |
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.
Answer: [-2,5).
3.10 Absolute Value
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,
In ordinary HTML notation, this means:
- If x ≥ 0, then |x| = x.
- If x < 0, then |x| = -x.
|7| = 7.
|-7| = 7.
|0| = 0.
Properties of Absolute Value
For real numbers a and b:
The last result is known as the triangle inequality.
Simple Absolute Value Equations
Question: Solve |x| = 6.
Required: Values of x.
Principle: If |x| = a and a > 0, then x = a or x = -a.
Solution:
Answer: x = ±6.
Question: Solve |2x-1| = 7.
Given: |2x-1|=7.
Required: Values of x.
Solution:
There are two cases:
or
From the first equation,
From the second equation,
Answer: x=4 or x=-3.
3.11 Surds and Simple Operations with Irrational Numbers
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:
Question: Simplify √72.
Given: √72.
Required: Simplest surd form.
Solution:
Answer: 6√2.
Addition and Subtraction of Like Surds
Only like surds may be combined directly:
But
cannot be simplified by addition because the radical parts are different.
Multiplication of Surds
when the expressions are defined in the real numbers.
Rationalising a Simple Denominator
A denominator containing a simple surd may be rationalised by multiplying the numerator and denominator by that surd.
Question: Rationalise 3/√5.
Given: 3/√5.
Required: Equivalent expression with rational denominator.
Solution:
Answer: 3√5/5.
Common Mistakes with Real Numbers
Terminating decimals and recurring decimals are rational. For example, 0.125 = 1/8 and 0.333... = 1/3.
√36 = 6 is rational. A square root becomes irrational only when it cannot be reduced to a rational number.
Expressions such as 5/0 are undefined. Zero cannot be used as a divisor.
On the real number line, -8 < -3, not the other way round.
Chapter Summary
- The natural numbers are the positive counting numbers.
- Whole numbers consist of zero and the positive counting numbers.
- Integers include negative whole numbers, zero and positive whole numbers.
- A rational number can be expressed as p/q, where p and q are integers and q ≠ 0.
- Rational numbers have terminating or recurring decimal expansions.
- Irrational numbers cannot be written as ratios of integers and have non-terminating, non-repeating decimal expansions.
- Rational and irrational numbers together form the real numbers.
- The principal inclusion relationship is ℕ ⊂ W ⊂ ℤ ⊂ ℚ ⊂ ℝ.
- Real numbers satisfy closure, commutative, associative and distributive properties.
- The real number line gives a geometric representation of ordering among real numbers.
- Intervals may be open, closed, half-open or infinite.
- The absolute value of a number is its distance from zero.
- Surds are exact irrational root expressions and may often be simplified or rationalised.
Review Exercises
- Define each of the following: natural number, integer, rational number, irrational number and real number.
- Classify each number as specifically as possible:
- 12
- -9
- 0
- 7/11
- √49
- √13
- π
- Express 0.666... as a fraction.
- Express 0.181818... as a fraction.
- Explain why every integer is rational.
- State the commutative, associative and distributive laws for real numbers.
- Express -4 < x ≤ 6 in interval notation.
- Write the interval [2,9) as an inequality.
- Solve |x|=11.
- Solve |3x+2|=8.
- Simplify √48.
- Simplify 2√3 + 5√3 - √3.
- Rationalise 4/√7.
- State whether each statement is true or false and justify your answer:
- Every rational number is an integer.
- Every integer is rational.
- Every irrational number is real.
- 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.
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:
- Base step: Prove that P(1) is true.
- 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.
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,
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.
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.
Question: Prove by mathematical induction that
for every positive integer n.
Required: Proof by mathematical induction.
Solution:
Base case: n = 1
Left-hand side:
Right-hand side:
Therefore the result is true for n=1.
Inductive hypothesis
Assume the formula is true for n=k. Then
Inductive step
For n=k+1, the left-hand side becomes
Using the inductive hypothesis:
Factor out k+1:
This is exactly the required form with n=k+1, because
Conclusion: Therefore, by mathematical induction,
for all positive integers n.
Question: Prove that
for all positive integers n.
Solution:
Base case: n = 1
The statement is true for n=1.
Inductive hypothesis
Assume
Inductive step
The next odd number after 2k-1 is
Therefore, for n=k+1,
Using the inductive hypothesis:
Thus the statement is true for k+1.
Conclusion: By mathematical induction,
for every positive integer n.
Question: Prove that
Solution:
Base case: n = 1
Hence the result is true for n=1.
Inductive hypothesis
Assume
Inductive step
For n=k+1,
Using the inductive hypothesis:
Factor out k+1:
Place the terms over a common denominator:
Simplify:
Factor the quadratic expression:
Hence,
Since 2k+3 = 2(k+1)+1, this is the required expression
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.
An integer a is divisible by a non-zero integer m if there exists an integer q such that a = mq.
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
which is divisible by 6.
Inductive hypothesis
Assume that 7k-1 is divisible by 6. Then for some integer m,
Therefore,
Inductive step
Consider
Then
Using 7k=6m+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.
Question: Prove that 5n-1 is divisible by 4 for all positive integers n.
Solution:
Base case: n = 1
which is divisible by 4.
Inductive hypothesis
Assume
for some integer m. Then
Inductive step
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.
Question: Prove that 2n ≥ n+1 for all positive integers n.
Solution:
Base case: n = 1
and
Hence 2 ≥ 2, so the statement is true for n=1.
Inductive hypothesis
Assume
Inductive step
Then
Using the inductive hypothesis,
Since k ≥ 1,
Therefore,
This is precisely the required statement for n=k+1, because
Conclusion: Hence 2n ≥ n+1 for all positive integers n.
Question: Prove that n2 ≥ 2n-1 for all positive integers n.
Solution:
Base case: n = 1
and
Therefore the statement is true for n=1.
Inductive hypothesis
Assume
Inductive step
We need to prove
Expand the left-hand side:
By the inductive hypothesis,
For k ≥ 1,
But
Hence
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.
Question: Prove that 2n > n2 for all integers n ≥ 5.
Solution:
Base case: n = 5
while
Therefore, 32 > 25, so the result is true for n=5.
Inductive hypothesis
Assume for some integer k ≥ 5 that
Inductive step
Using the inductive hypothesis,
It remains to compare 2k2 with (k+1)2.
We require
Expanding:
This is equivalent to
For k ≥ 5, this inequality is certainly true; for example,
Therefore,
Conclusion: Hence 2n > n2 for every integer n ≥ 5.
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
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.
The inductive implication P(k) ⇒ P(k+1) does not by itself establish any particular case. A starting value must first be proved.
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).
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.
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
Question: Prove by mathematical induction that
for every positive integer n.
Solution:
Base case: n = 1
True for n=1.
Inductive hypothesis
Assume
Inductive step
For n=k+1,
Using the inductive hypothesis,
Factor:
This is exactly
Conclusion: Hence 2+4+...+2n=n(n+1) for all positive integers n.
Question: Prove that
Solution:
Base case: n = 1
The statement is true for n=1.
Inductive hypothesis
Assume
Inductive step
Using the inductive hypothesis:
Factor:
This is the required expression for n=k+1.
Conclusion: The result holds for all positive integers n.
Question: Prove that 8n-1 is divisible by 7 for every positive integer n.
Solution:
Base case: n = 1
which is divisible by 7.
Inductive hypothesis
Assume
for some integer m. Thus,
Inductive step
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
- Mathematical induction is a rigorous method for proving statements about consecutive integers.
- The method requires a base case and an inductive step.
- The inductive hypothesis assumes that the proposition is true for an arbitrary integer k.
- The inductive step proves that truth at k implies truth at k+1.
- A correct induction proof must include a clear conclusion.
- Induction is commonly used to prove summation formulae.
- It can also establish divisibility properties and inequalities.
- If a proposition begins at an integer other than 1, the base case must use that specified starting integer.
- Checking several numerical cases does not replace a proof.
- The inductive hypothesis must not be confused with the statement to be proved for k+1.
Review Exercises
- State the principle of mathematical induction clearly.
-
Explain the meaning of each of the following:
- base case;
- inductive hypothesis;
- inductive step.
-
Prove by mathematical induction that
1+2+3+...+n = n(n+1)/2.
-
Prove by mathematical induction that
2+4+6+...+2n = n(n+1).
-
Prove that
1+3+5+...+(2n-1)=n2for every positive integer n.
-
Prove that
1+4+7+...+(3n-2)=n(3n-1)/2.
- Prove that 6n-1 is divisible by 5 for every positive integer n.
- Prove that 9n-1 is divisible by 8 for every positive integer n.
- Prove that 3n ≥ 2n+1 for every positive integer n.
- Prove that n2+n is even for every positive integer n.
-
Prove that
1+2+22+...+2n = 2n+1-1for every non-negative integer n.
- 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.
- A theorem is claimed to hold for all integers n ≥ 4. Which value should be used in the base step, and why?
- 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.
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,
is a sequence in which each term after the first is obtained by adding 2 to the preceding term.
Similarly,
is a sequence in which each term after the first is obtained by multiplying the preceding term by 3.
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
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
or sometimes as
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.
Consider the sequence
The general term is
Hence the 20th term is
Question: Given the sequence defined by an = 3n - 2, find the first five terms.
Given: an = 3n - 2.
Required: The first five terms.
Formula:
Where: n = 1,2,3,4,5.
Solution:
Answer: The first five terms are 1, 4, 7, 10, 13.
5.3 Finite and Infinite Sequences
Finite Sequence
A finite sequence is a sequence having a definite last term.
For example,
is finite because the sequence ends at 10.
Infinite Sequence
An infinite sequence is a sequence that continues indefinitely and has no final term.
For example,
is infinite.
The dots, called an ellipsis, indicate that the sequence continues according to the stated or apparent rule.
5.4 Arithmetic Sequences
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.
Consider
The differences are
Therefore, the common difference is
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
The pattern shows that the nth term contains n-1 copies of the common difference. Therefore,
where:
- an = nth term;
- a = first term;
- n = position of the term;
- d = common difference.
Question: Find the 25th term of the arithmetic sequence 4, 7, 10, 13, ....
Given:
Required: a25.
Formula:
Solution:
Answer: The 25th term is 76.
Question: Which term of the arithmetic sequence 8,13,18,23,... is 103?
Given:
Required: n.
Formula:
Solution:
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.
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:
Required: a and d.
Formula:
Solution:
For the 5th term:
For the 11th term:
Subtract the first equation from the second:
Substitute into a+4d=18:
Answer: First term a=2; common difference d=4.
5.7 Arithmetic Means
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
Therefore,
and hence
Question: Insert one arithmetic mean between 12 and 28.
Given: a=12, b=28.
Required: Arithmetic mean A.
Formula:
Solution:
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,
Therefore,
Question: Insert four arithmetic means between 5 and 30.
Given: a=5, b=30, m=4.
Required: Four arithmetic means.
Formula:
Solution:
The sequence is therefore
Answer: The arithmetic means are 10, 15, 20 and 25.
5.8 Geometric Sequences
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.
provided the relevant preceding term is non-zero.
Consider
Then
Hence the common ratio is
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
Thus the nth term is
Question: Find the 8th term of the geometric sequence 3,6,12,24,....
Given:
Required: a8.
Formula:
Solution:
Answer: The 8th term is 384.
Question: Which term of 5,10,20,40,... is 640?
Given:
Required: n.
Formula:
Solution:
Since 128=27,
Answer: 640 is the 8th term.
5.10 Finding Missing Terms in Geometric Sequences
Question: The 3rd term of a geometric sequence is 12 and the 6th term is 96. Find the common ratio and first term.
Given:
Required: a and r.
Formula:
Solution:
For the 3rd term:
For the 6th term:
Divide the second equation by the first:
Substitute into ar2=12:
Answer: First term a=3; common ratio r=2.
5.11 Geometric Means
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
Hence,
For positive a and b,
Question: Find the positive geometric mean between 4 and 25.
Given: a=4, b=25.
Required: G.
Formula:
Solution:
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.
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
a recursive description is
For the geometric sequence
one may write
| 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
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:
Required: Amount saved in the 12th month.
Formula:
Solution:
Answer: The student saves ₦21,500 in the 12th month.
Geometric Growth
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:
Required: 7th term.
Formula:
Solution:
Answer: There are 12,800 bacteria at the beginning of the 7th period.
Common Mistakes in Sequences
An arithmetic sequence is identified by repeated addition or subtraction. A geometric sequence is identified by repeated multiplication or division.
The nth term formulae are a+(n-1)d and arn-1. The exponent or number of common differences is n-1, not n.
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
- Define a sequence and explain how it differs from a set.
- Write the first six terms of the sequence an=4n+1.
- Find the 30th term of 7,11,15,19,....
- Which term of 3,8,13,18,... is 98?
- The 4th term of an arithmetic sequence is 17 and the 10th term is 41. Find the first term and common difference.
- Insert five arithmetic means between 3 and 27.
- Find the 9th term of 2,6,18,54,....
- Which term of 4,12,36,108,... is 972?
- The 2nd term of a geometric sequence is 6 and the 5th term is 162. Find the common ratio and first term.
- Find the positive geometric mean between 9 and 25.
- Determine whether each sequence is arithmetic, geometric or neither:
- 4,9,14,19,...
- 3,12,48,192,...
- 1,4,9,16,...
- 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.
- 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.
A series is the indicated sum of the terms of a sequence.
For example, the sequence
gives the corresponding finite series
Similarly, the infinite sequence
produces the infinite series
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. |
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.”
means
The symbol below sigma gives the initial value of the index, while the symbol above gives its final value.
The expression
means
Question: Evaluate ∑k=14(2k+1).
Given: General term 2k+1, with k=1 to 4.
Required: The value of the sum.
Solution:
Answer: 24.
Basic Properties of Sigma Notation
For constants c and terms ak and bk,
Also,
These laws allow many sums to be separated and simplified.
6.4 Finite and Infinite Series
Finite Series
A finite series contains a finite number of terms.
For example,
is finite.
Infinite Series
An infinite series is a sum containing infinitely many terms.
For example,
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
An arithmetic series is the sum of the terms of an arithmetic sequence.
For example,
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
Writing the same sum in reverse order gives
Adding corresponding terms gives a+l each time. Since there are n such pairs,
Therefore,
Since
we may also write
Question: Find the sum of the first 30 terms of the arithmetic sequence 4,7,10,13,....
Given:
Required: S30.
Formula:
Solution:
Answer: The sum is 1425.
Question: Find the sum of the integers from 1 to 100.
Given:
Required: S100.
Formula:
Solution:
Answer: The sum is 5050.
Finding the Number of Terms Before Summing
Question: Find the sum of the arithmetic series 7+12+17+...+102.
Given:
Required: Sum of the series.
Solution:
First find the number of terms:
Now use
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.
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:
Required: Total savings after 12 months.
Formula:
Solution:
Answer: The total amount saved is ₦252,000.
6.8 Geometric Series
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
6.9 Sum of a Finite Geometric Series
Consider
Multiplying by r gives
Subtracting the second equation from the first gives
Thus,
For r≠1,
An equivalent form, often more convenient when r>1, is
If r=1, every term equals a, so
Question: Find the sum of the first 8 terms of 3+6+12+24+....
Given:
Required: S8.
Formula:
Solution:
Answer: The sum is 765.
Question: Find the sum of the first 6 terms of 64+32+16+8+....
Given:
Required: S6.
Formula:
Solution:
Answer: The sum of the first six terms is 126.
6.10 Infinite Geometric Series
An infinite geometric series has the form
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,
If |r|<1, then rn approaches zero as n becomes indefinitely large. Hence,
Question: Find the sum to infinity of
Given:
Required: S∞.
Formula:
Condition: |r|<1. Here, |1/2|<1, so the series converges.
Solution:
Answer: The sum to infinity is 16.
Question: Find the sum to infinity of 12-6+3-3/2+....
Given:
Required: S∞.
Formula:
Condition:
Solution:
Answer: The sum to infinity is 8.
6.11 Convergence and Divergence of Geometric Series
An infinite series is said to converge if its sequence of partial sums approaches a finite real number.
An infinite series diverges if its partial sums do not approach a finite limit.
For an infinite geometric series,
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. |
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.
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.
Question: Express 0.777... as a fraction using an infinite geometric series.
Given:
Required: Fractional form.
Identify the geometric series:
Formula:
Solution:
Answer: 0.777...=7/9.
Bouncing Ball Model
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:
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
which is an infinite geometric series with
Formula:
Solution:
This 15 m represents the total of all upward rebound heights. These heights are also travelled downward, so
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
If it decreases by p% per period, the multiplier is
Question: A machine worth ₦800,000 loses 10% of its value each year. What is its value after 4 years under this model?
Given:
Required: Value after four successive annual reductions.
Formula:
Solution:
Answer: The machine is worth ₦524,880 after 4 years under the stated depreciation model.
6.13 Common Errors in Series
an usually denotes the nth term, whereas Sn denotes the sum of the first n terms.
Always identify whether the pattern is based on a constant difference or a constant ratio before choosing a formula.
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.
The infinite geometric series formula is valid only when |r|<1.
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
- Distinguish between a sequence and a series, giving one example of each.
- Expand and evaluate:
∑k=16(3k-1).
- Find the sum of the first 25 terms of 6,10,14,18,....
- Find the sum of
9+14+19+...+104.
- Find the sum of the integers from 20 to 80 inclusive.
- 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.
- Find the sum of the first 7 terms of
2+6+18+54+...
- Find the sum of the first 8 terms of
128+64+32+16+...
- Find the sum to infinity of
9+3+1+1/3+...
- Determine whether each series converges or diverges:
- 1+1/3+1/9+...
- 2+4+8+16+...
- 5-2.5+1.25-...
- 1-1+1-1+...
- Express 0.444... as a fraction by interpreting it as an infinite geometric series.
- Express 0.272727... as a fraction.
- 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.
- 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.
- 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.
A quadratic equation in one variable is an equation that can be written in the form
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
the coefficients are
In
we have
Standard Form
A quadratic equation should usually be arranged in standard form before it is solved:
The equation
becomes
7.2 Roots or Solutions of a Quadratic Equation
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.
Consider
If x = 2,
If x = 3,
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:
If
then
Question: Solve x2 - 7x + 12 = 0 by factorisation.
Given:
Required: Values of x.
Solution:
We need two numbers whose product is 12 and whose sum is -7. These numbers are -3 and -4.
Therefore,
Hence,
Answer: x = 3 or x = 4.
Factorising When the Coefficient of x² Is Not 1
Question: Solve 2x2 + 7x + 3 = 0.
Given:
Required: Roots of the equation.
Solution:
Multiply the coefficient of x2 by the constant:
We need two numbers whose product is 6 and whose sum is 7. They are 6 and 1.
Group the terms:
Thus,
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
shows that half the coefficient of x determines the term that must be added to complete the square.
Question: Solve x2 + 6x - 7 = 0 by completing the square.
Given:
Required: Values of x.
Solution:
Move the constant term to the right:
Half the coefficient of x is 3, so add 32 = 9 to both sides:
Take square roots:
Hence,
Answer: x=1 or x=-7.
Completing the Square When a ≠ 1
Question: Solve 2x2 - 8x - 6 = 0 by completing the square.
Solution:
Divide through by 2:
Move the constant term:
Half of -4 is -2, and its square is 4:
Hence,
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
Starting with
divide through by a:
Move the constant term:
Add the square of half the coefficient of x to both sides:
The left side becomes a perfect square:
Taking square roots gives
Therefore,
Question: Solve 3x2 - 5x - 2 = 0 using the quadratic formula.
Given:
Required: Roots of the equation.
Formula:
Solution:
Therefore,
or
Answer: x=2 or x=-1/3.
Question: Solve 2x2 + 4x + 7 = 0.
Given:
Formula:
Solution:
Since the quantity under the square root is negative, the equation has no real roots. In the complex number system,
Hence,
Answer: The equation has no real roots; its complex roots are -1±(i√10)/2.
7.6 The Discriminant and Nature of Roots
The expression
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 |
Question: Determine the nature of the roots of 2x2 - 3x + 5 = 0.
Given:
Required: Nature of roots.
Formula:
Solution:
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.
For x2-5x+6=0,
so the roots are distinct and rational.
For x2-2x-1=0,
so the roots are distinct and irrational.
7.7 Sum and Product of Roots
Suppose the roots of
are α and β. Then the equation may be written as
Expanding gives
Comparing coefficients with
we obtain
Question: Without solving the equation, find the sum and product of the roots of 3x2-11x+6=0.
Given:
Required: α+β and αβ.
Formula:
Solution:
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.
Question: If α and β are roots of 2x2-5x+1=0, find α2+β2.
Given:
Required: α2+β2.
Formula:
Solution:
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
Expanding:
Question: Form the quadratic equation whose roots are 3 and -5.
Given:
Required: Quadratic equation.
Solution:
Therefore,
Answer: x2+2x-15=0.
Question: Form the quadratic equation whose roots are 2+√3 and 2-√3.
Solution:
Sum:
Product:
Therefore,
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
Question: Find the value of k for which x2+kx+9=0 has equal roots.
Given:
Condition:
Solution:
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
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:
In addition, the discriminant must satisfy Δ≥0.
Both Roots Negative
For two real roots to be negative,
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.
Question: Solve
Solution:
Multiply through by 2:
Factorise:
Hence,
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
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:
Solution:
Thus,
Since a physical length cannot be negative, x=5.
Therefore,
Answer: The dimensions are 5 m by 8 m.
Consecutive Integers
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:
Thus,
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
A binomial is an algebraic expression containing exactly two terms joined by addition or subtraction.
Examples include
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:
For the fourth power,
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
The numerical multipliers occurring in the expansion of (a+b)n are called binomial coefficients.
For example, in
the coefficients are
These numbers may be obtained from Pascal's triangle or from combinations.
8.4 Factorials and Combination Notation
Factorials
For a positive integer n, the factorial n! is defined by
By definition,
Combination Notation
The binomial coefficient written as
is given by
Here, 0≤r≤n.
Question: Evaluate C(7,3).
Given:
Required: C(7,3).
Formula:
Solution:
Answer: C(7,3)=35.
Symmetry of Binomial Coefficients
An important identity is
For example,
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
Hence,
8.6 Statement of the Binomial Theorem
For any non-negative integer n,
Written term by term,
The theorem gives every term of the expansion without performing repeated multiplication.
8.7 Expanding Binomial Expressions
Question: Expand (x+2)4.
Given:
Required: Full expansion.
Formula:
Solution:
Answer:
Question: Expand (2x+y)3.
Given:
Formula:
Solution:
Answer:
8.8 General Term of a Binomial Expansion
In the expansion
the first term corresponds to r=0, the second to r=1, and so forth.
The (r+1)th term of the expansion of (a+b)n is
This formula is particularly useful when only one specified term is required.
Question: Find the general term in the expansion of (2x+3)7.
Given:
Formula:
Solution:
Answer:
8.9 Finding a Particular Term
Question: Find the 5th term in the expansion of (x+2)8.
Given:
Required: Fifth term.
Since the general term is Tr+1, the fifth term corresponds to
Formula:
Solution:
Answer: The fifth term is 1120x4.
Question: Find the 4th term in the expansion of (2x+3y)6.
Given:
For the fourth term,
Solution:
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.
Question: Find the middle term in the expansion of (x+2)8.
Given:
The expansion contains
terms. Therefore, the middle term is the 5th term.
Thus r=4.
Answer: The middle term is 1120x4.
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:
For the fifth term, r=4:
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.
Question: Find the coefficient of x3 in the expansion of (2x+1)7.
General Term:
The power of x is 7-r. For the term containing x3,
Therefore,
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.
Question: Find the term independent of x in (x2+2/x)6.
General Term:
Simplify the power of x:
For the term independent of x,
Therefore,
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,
Consequently, the signs in the expansion alternate according to the power of -b.
Question: Expand (x-2)5.
Given:
Solution:
Answer:
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
Question: Use the binomial theorem to evaluate 1014.
Given:
Required: 1014.
Formula:
Solution:
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,
If |x| is very small, a first-order approximation is
Question: Use a binomial approximation to estimate (1.01)5 to first order.
Given:
Formula:
Solution:
Answer: (1.01)5≈1.05 to first order.
Sum of Binomial Coefficients
Setting a=1 and b=1 in the binomial theorem gives
Therefore,
Alternating Sum of Binomial Coefficients
Setting a=1 and b=-1 gives
For n≥1,
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
requires
No real number has square equal to -1. To extend algebra so that such equations can be solved, the complex number system is introduced.
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
so that
Higher powers of i repeat in a cycle of four:
Thereafter the cycle repeats:
Therefore, a high power of i can be simplified by considering the remainder when its exponent is divided by 4.
Question: Simplify i27.
Given: Exponent = 27.
Required: Simplified value.
Principle: Powers of i repeat every four powers.
Solution:
Hence,
Answer: i27=-i.
9.3 Standard Form of a Complex Number
A complex number is normally written as
Here,
- a is the real part of z, written Re(z);
- b is the imaginary part of z, written Im(z).
If
then
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.
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.
If
then
Question: If 2x+(y-1)i=8+5i, find x and y.
Required: Values of x and y.
Solution:
Equate real parts:
Equate imaginary parts:
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.
Question: Simplify (4+7i)+(3-5i).
Solution:
Answer: 7+2i.
Question: Simplify (6-2i)-(1+4i).
Solution:
Answer: 5-6i.
9.6 Multiplication of Complex Numbers
Complex numbers are multiplied using the distributive law, with the important relation i2=-1.
Question: Simplify (3+2i)(4-i).
Solution:
Since i2=-1,
Therefore,
Answer: 14+5i.
9.7 Complex Conjugates
If z=a+bi, the complex conjugate of z is
The conjugate is obtained by changing the sign of the imaginary part while leaving the real part unchanged.
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
The result is always a non-negative real number.
Question: Find z z̄ for z=5-2i.
Given:
Solution:
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.
Question: Simplify
Required: Express the answer in the form a+bi.
Solution:
The conjugate of 2-i is 2+i. Therefore,
The numerator is
The denominator is
Hence,
Answer: 2/5+(11/5)i.
9.9 Modulus of a Complex Number
The modulus of the complex number z=a+bi is
The modulus represents the distance of the point representing z from the origin in the Argand plane.
Question: Find the modulus of z=3+4i.
Given: a=3, b=4.
Formula:
Solution:
Answer: |z|=5.
Useful Properties of the Modulus
For complex numbers z and w:
9.10 The Argand Diagram
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
is represented by the point (a,b).
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
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
For z=a+bi,
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:
A commonly used principal argument, written Arg(z), is chosen in the interval
Question: Find the principal argument of z=1+√3i.
Given:
Formula:
Solution:
The point lies in the first quadrant, and tan(π/3)=√3.
Answer: Arg(z)=π/3.
Question: Find the principal argument of z=-1+√3i.
Solution:
The reference angle satisfies
Since the point lies in the second quadrant,
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
and
Substitution into z=a+bi gives
This is also called the polar form of a complex number.
Question: Express z=1+i in polar form.
Given:
Required: Polar form.
Modulus:
Argument:
Since the number lies in the first quadrant,
Therefore,
Answer: √2[cos(π/4)+i sin(π/4)].
Conversion from Polar to Cartesian Form
Question: Express 4[cos(π/6)+i sin(π/6)] in the form a+bi.
Solution:
Hence,
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
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
Question: Find the distance between z1=2+3i and z2=-1+i.
Formula:
Solution:
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
then its modulus is
and its argument is an angle θ satisfying
Therefore,
For compactness, some texts use
so that
10.2 Multiplication and Division in Polar Form
Let
and
Their product is
Thus, when complex numbers are multiplied, their moduli are multiplied and their arguments are added.
Similarly, provided z2≠0,
Question: Multiply
and
Solution:
Multiply the moduli:
Add the arguments:
Hence,
Answer: 6[cos(5π/12)+i sin(5π/12)].
10.3 Statement of De Moivre's Theorem
If n is an integer, then
More generally, if
then
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
direct expansion gives
Using the double-angle identities,
and
we obtain
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.
Question: Find (1+i)8.
Given:
Required: z8.
Convert to polar form:
Thus,
Formula:
Solution:
Therefore,
Answer: (1+i)8=16.
Question: Evaluate (√3+i)6.
Convert to polar form:
Since the number lies in the first quadrant,
Hence,
Applying De Moivre's theorem:
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,
Since
and
we obtain
Question: Simplify [cos(π/3)+i sin(π/3)]-2.
Solution:
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
then w is called an nth root of z.
Suppose
Because angles differing by integral multiples of 2π represent the same complex number,
If
then
Comparing with z gives
and
Thus,
and
10.7 General Formula for nth Roots
If
then its n distinct nth roots are
where
Only n distinct roots are obtained. Larger integer values of k reproduce roots already found because the arguments differ by multiples of 2π.
Question: Find the cube roots of 8.
Given:
Required: Three cube roots.
Formula:
for k=0,1,2.
For k = 0:
For k = 1:
For k = 2:
Answer:
10.8 Roots of Unity
The nth roots of unity are the complex numbers satisfying
Since
the nth roots of unity are
where
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
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
They are
for k=0,1,2.
Thus,
It is customary to denote
Then
and the three cube roots of unity are
Important Properties of Cube Roots of Unity
Question: Simplify 1+ω+ω2+ω3+ω4.
Given:
Solution:
Since
and
the expression becomes
Using 1+ω+ω2=0,
Answer: 1+ω.
10.11 Fourth and Higher Roots of Unity
Fourth Roots of Unity
The fourth roots satisfy
They are obtained from
for k=0,1,2,3.
Thus,
These points form a square on the unit circle.
Sixth Roots of Unity
The sixth roots of unity satisfy
Their arguments are
They form a regular hexagon centred at the origin.
Question: Find all fourth roots of unity.
Formula:
For k=0,1,2,3:
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.
where
This follows from the finite geometric series formula:
Since ζn=1 and ζ≠1,
Product of All nth Roots of Unity
The roots of
have product
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
give all nth roots of unity without repetition.
Primitive Roots of Unity
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.
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,
Expanding the left-hand side gives
Separate real and imaginary parts:
and
Using sin2θ=1-cos2θ, the first becomes
Using cos2θ=1-sin2θ, the second becomes
Question: Use De Moivre's theorem to express cos 4θ in powers of cos θ.
Solution:
From
the real part is
Substitute
After simplification,
Answer:
Solving Equations of the Form zⁿ = a
Another important application is solving polynomial equations involving powers of complex numbers.
Question: Solve z4=-16.
Given:
Required: Four fourth roots.
Formula:
where k=0,1,2,3.
Arguments:
Hence the roots are
In Cartesian form,
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 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
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
The angle θ in this formula is measured in radians.
For a complete circle, the circumference is 2πr. Hence,
Therefore,
Dividing by 2 gives the fundamental relationship
11.3 Conversion Between Degrees and Radians
The relationship
provides the basis for converting between the two systems.
To convert degrees to radians:
To convert radians to degrees:
| 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 |
Question: Convert 150° to radians.
Given: θ = 150°.
Required: Angle in radians.
Formula:
Solution:
Answer: 150° = 5π/6 radians.
Question: Convert 7π/12 radians to degrees.
Formula:
Solution:
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
multiplication by r gives
where:
- s = length of the arc;
- r = radius of the circle;
- θ = angle subtended at the centre, measured in radians.
The formula s=rθ requires θ to be in radians. If the angle is supplied in degrees, it must first be converted to radians.
Question: A circle has radius 12 cm. Find the length of the arc subtended by an angle of π/3 radians.
Given:
Required: Arc length s.
Formula:
Solution:
Answer: 4π cm, approximately 12.57 cm.
Question: An arc of a circle of radius 8 cm has length 20 cm. Find the angle subtended at the centre in radians.
Given:
Formula:
Solution:
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
of the complete circle. Hence,
Simplifying gives
where θ is measured in radians.
Question: Find the area of a sector of radius 9 cm that subtends an angle of 2π/3 radians.
Given:
Required: Area of the sector.
Formula:
Solution:
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:
Since s=rθ,
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,
The reciprocal functions are
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
The trigonometric functions are defined by
These definitions allow trigonometric functions to be evaluated for angles in all four quadrants.
Question: The terminal side of an angle passes through the point P(-3,4). Find sin θ, cos θ and tan θ.
Given:
First find r:
Solution:
Answer:
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.
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:
11.9 Reference Angles
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 |
Question: Evaluate sin 150°.
Solution:
The angle 150° lies in Quadrant II. Its reference angle is
Sine is positive in Quadrant II. Therefore,
Answer: 1/2.
Question: Evaluate cos 225°.
Solution:
The angle lies in Quadrant III and has reference angle
Cosine is negative in Quadrant III. Hence,
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
Therefore,
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,
while
11.11 Periodicity of Trigonometric Functions
A function f is periodic if there exists a positive number T such that
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:
The tangent function has period π:
| Function | Fundamental Period |
|---|---|
| sin θ | 2π |
| cos θ | 2π |
| tan θ | π |
| cosec θ | 2π |
| sec θ | 2π |
| cot θ | π |
Question: Evaluate sin 750°.
Solution:
Subtract two complete revolutions:
Therefore,
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:
Cosine is an even function:
Angles Related to π
Important reduction relationships include
Complementary Angles
Sine and cosine are cofunctions:
Similarly,
Question: Evaluate cos(-60°).
Solution:
Cosine is an even function. Hence,
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
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:
Required: Distance travelled.
Formula:
Solution:
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
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:
Formula:
Solution:
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
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,
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
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,
Therefore,
Since x2+y2=r2,
This is the fundamental Pythagorean identity.
Derived Pythagorean Identities
Divide
through by cos2θ:
Similarly, division by sin2θ gives
Quotient Identities
Reciprocal Identities
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.
Question: Verify that
Solution:
Begin with the left-hand side:
Using
we obtain
This is the right-hand side. Therefore, the identity is verified wherever the original expression is defined.
Question: Simplify
Solution:
Using
we have
Answer: tan θ, for values of θ for which the original expression is defined.
Question: Verify that
Solution:
Combining the fractions on the left:
Since
we obtain
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.
Derivation of the Tangent Addition Formula
Since
substitution of the sine and cosine addition formulae gives
Dividing numerator and denominator by cos A cos B gives
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.
Question: Find the exact value of sin 75°.
Given:
Formula:
Solution:
Answer:
Question: Find the exact value of cos 15°.
Given:
Formula:
Solution:
Answer: (√6+√2)/4.
Question: Find the exact value of tan 15°.
Formula:
Solution:
Multiplying numerator and denominator by √3 gives
Rationalising,
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
Cosine Double-Angle Formula
Using sin2θ+cos2θ=1, this may also be written as
or
Tangent Double-Angle Formula
provided the expressions involved are defined.
Question: If sin θ=3/5 and θ is acute, find sin2θ and cos2θ.
Given:
Since θ is acute, cos θ>0. Therefore,
For sin2θ:
For cos2θ:
Answer:
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
we obtain
Similarly, from
we obtain
Replacing 2θ by θ gives
The appropriate sign depends on the quadrant in which θ/2 lies.
A useful tangent half-angle form is
and equivalently
where the respective expressions are defined.
Question: Use a half-angle formula to obtain the exact value of sin22.5°.
Given:
Formula:
because 22.5° lies in the first quadrant.
Solution:
Answer:
12.8 Triple-Angle Formulae
Triple-angle formulae can be obtained from the compound-angle formulae or from De Moivre's theorem.
For tangent,
whenever the expressions are defined.
Question: If cos θ=1/2, evaluate cos3θ using the triple-angle formula.
Formula:
Solution:
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.
Question: Express 2sin5x cos3x as a sum.
Formula:
Solution:
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.
Question: Express sin70°+sin30° as a product and hence evaluate it exactly.
Formula:
Solution:
Thus the required product form is
Since sin70°=cos20° and sin30°=1/2, an alternative exact representation is
Answer: 2sin50°cos20°.
12.11 Expressions of the Form a sin θ + b cos θ
An expression of the form
can be written as a single sine function. Suppose
Using the addition formula,
Comparing coefficients gives
and
Squaring and adding,
Therefore,
Also, where appropriate,
Question: Express 3sinθ+4cosθ in the form Rsin(θ+α).
Given:
Required: R and α.
Solution:
Also,
Hence,
Therefore,
where α=tan-1(4/3).
Maximum and Minimum Values
Since
it follows that
Thus, the maximum value of a sinθ+b cosθ is
and its minimum value is
Question: Find the maximum and minimum values of 5sinθ+12cosθ.
Formula:
Solution:
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
Question: Solve sinθ=1/2 for 0°≤θ≤360°.
Solution:
The reference angle is 30°.
Sine is positive in Quadrants I and II. Therefore,
Answer: 30° and 150°.
Equations Involving Cosine
Question: Solve 2cosθ+1=0 for 0°≤θ<360°.
Solution:
The reference angle is 60°.
Cosine is negative in Quadrants II and III. Therefore,
Answer: 120° and 240°.
Equations Involving Tangent
Question: Solve tanθ=-1 for 0°≤θ<360°.
Solution:
The reference angle is 45°. Tangent is negative in Quadrants II and IV.
and
Answer: 135° and 315°.
Equations Requiring Identities
Question: Solve
for 0°≤θ≤360°.
Solution:
Factorise:
Therefore,
or
For sinθ=1/2:
For sinθ=1:
Answer:
Question: Solve cos2θ=0 for 0≤θ<2π.
Solution:
Since cosine is zero when
we obtain
Within 0≤θ<2π, the values are
Answer:
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
Question: Given that tanθ=3/4 and θ is acute, find sin2θ without first finding θ.
Given:
Required: sin2θ.
The double-angle formula can be written entirely in terms of tangent:
Solution:
Answer: 24/25.
Solving a Compound-Angle Equation
Question: Solve sin(θ+30°)=1/2 for 0°≤θ≤360°.
Solution:
Let
The equation becomes
Over the corresponding interval 30°≤x≤390°, the solutions are
Therefore,
Answer: θ=120° or 360°.
Finding an Exact Value Without a Calculator
Question: Evaluate exactly
Formula:
Solution:
Therefore,
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.
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