IB Mathematics AI – Topic 5
Calculus: Differentiation
Overview: Differentiation finds the rate of change of a function. It's fundamental for optimization, motion analysis, and understanding function behavior.
Key Applications: Finding maximum/minimum values, optimization problems, rates of change, tangent lines, motion problems (velocity, acceleration).
Basic Differentiation Rules
Power Rule & Standard Functions
Notation:
If \(y = f(x)\), the derivative is written as:
\(f'(x)\), \(\frac{dy}{dx}\), or \(y'\)
Power Rule:
\[ \frac{d}{dx}(x^n) = nx^{n-1} \]
Works for all \(n \in \mathbb{Q}\)
Standard Derivatives (HL):
- \(\frac{d}{dx}(\sin x) = \cos x\)
- \(\frac{d}{dx}(\cos x) = -\sin x\)
- \(\frac{d}{dx}(\tan x) = \sec^2 x = \frac{1}{\cos^2 x}\)
- \(\frac{d}{dx}(e^x) = e^x\)
- \(\frac{d}{dx}(\ln x) = \frac{1}{x}\)
Constant Multiple & Sum Rules:
\[ \frac{d}{dx}(cf(x)) = c \cdot f'(x) \]
\[ \frac{d}{dx}(f(x) + g(x)) = f'(x) + g'(x) \]
⚠️ Common Pitfalls & Tips:
- Power rule: bring exponent down, then reduce exponent by 1
- Constants differentiate to zero
- Use GDC to verify derivatives
- All standard derivatives in formula booklet
Product Rule (HL Only)
Differentiating Products
Product Rule:
For \(y = u(x) \cdot v(x)\):
\[ \frac{dy}{dx} = u'v + uv' \]
Or in words: "First times derivative of second plus second times derivative of first"
Steps:
- Identify u and v
- Find u' and v'
- Apply formula: u'v + uv'
- Simplify
Example:
If \(y = x^2 \sin x\):
Let \(u = x^2\), \(v = \sin x\)
Then \(u' = 2x\), \(v' = \cos x\)
\[ \frac{dy}{dx} = 2x \cdot \sin x + x^2 \cdot \cos x \]
⚠️ Common Pitfalls & Tips:
- Don't just multiply derivatives: \((uv)' \neq u'v'\)
- Keep original functions in formula
- Simplify final answer
- Use GDC to verify
Chain Rule (HL Only)
Differentiating Composite Functions
Chain Rule:
For \(y = f(g(x))\) or \(y = f(u)\) where \(u = g(x)\):
\[ \frac{dy}{dx} = \frac{dy}{du} \cdot \frac{du}{dx} \]
Or: derivative of outer function × derivative of inner function
Steps:
- Identify outer function f and inner function g
- Differentiate outer function (keep inner unchanged)
- Multiply by derivative of inner function
Common Examples:
1. \(y = (3x + 2)^5\)
Outer: \(u^5\), Inner: \(u = 3x + 2\)
\[ \frac{dy}{dx} = 5(3x + 2)^4 \cdot 3 = 15(3x + 2)^4 \]
2. \(y = e^{2x}\)
\[ \frac{dy}{dx} = e^{2x} \cdot 2 = 2e^{2x} \]
3. \(y = \sin(x^2)\)
\[ \frac{dy}{dx} = \cos(x^2) \cdot 2x = 2x\cos(x^2) \]
⚠️ Common Pitfalls & Tips:
- CRITICAL: Don't forget to multiply by inner derivative
- Keep inner function unchanged when differentiating outer
- Chain rule needed for ANY composite function
- Practice identifying outer and inner functions
Quotient Rule (HL Only)
Differentiating Quotients
Quotient Rule:
For \(y = \frac{u(x)}{v(x)}\):
\[ \frac{dy}{dx} = \frac{u'v - uv'}{v^2} \]
Memory aid: "Low dee high minus high dee low, all over low squared"
Steps:
- Identify u (numerator) and v (denominator)
- Find u' and v'
- Apply formula: \(\frac{u'v - uv'}{v^2}\)
- Simplify if possible
Example:
If \(y = \frac{x^2}{x+1}\):
Let \(u = x^2\), \(v = x+1\)
Then \(u' = 2x\), \(v' = 1\)
\[ \frac{dy}{dx} = \frac{2x(x+1) - x^2(1)}{(x+1)^2} = \frac{2x^2 + 2x - x^2}{(x+1)^2} = \frac{x^2 + 2x}{(x+1)^2} \]
⚠️ Common Pitfalls & Tips:
- Order matters: u'v - uv' NOT uv' - u'v
- Don't forget to square the denominator
- Simplify numerator before final answer
- Alternative: rewrite as product and use product + chain rule
Second Derivative Test (HL Only)
Classifying Stationary Points
Second Derivative:
The derivative of the derivative:
\[ f''(x) = \frac{d^2y}{dx^2} = \frac{d}{dx}\left(\frac{dy}{dx}\right) \]
Second Derivative Test:
At a stationary point where \(f'(x_0) = 0\):
- If \(f''(x_0) > 0\): Local MINIMUM (concave up, ∪)
- If \(f''(x_0) < 0\): Local MAXIMUM (concave down, ∩)
- If \(f''(x_0) = 0\): Test inconclusive (use first derivative test)
Concavity:
- \(f''(x) > 0\): Graph is concave up (curves upward)
- \(f''(x) < 0\): Graph is concave down (curves downward)
- \(f''(x) = 0\): Possible point of inflection
Steps to Find & Classify Stationary Points:
- Find \(f'(x)\)
- Solve \(f'(x) = 0\) for x-coordinates
- Find \(f''(x)\)
- Evaluate \(f''(x_0)\) at each stationary point
- Classify: positive = min, negative = max
⚠️ Common Pitfalls & Tips:
- Positive second derivative = minimum (think of a smiley face)
- Must have \(f'(x_0) = 0\) first before using second derivative test
- If \(f''(x_0) = 0\), test fails - use first derivative test instead
- Use GDC to verify classification
📝 Worked Example 1: Second Derivative Test
Question: Find and classify all stationary points of \(f(x) = x^3 - 6x^2 + 9x + 1\)
Solution:
Step 1: Find first derivative
\[ f'(x) = 3x^2 - 12x + 9 \]
Step 2: Solve f'(x) = 0
\[ 3x^2 - 12x + 9 = 0 \]
\[ x^2 - 4x + 3 = 0 \]
\[ (x-1)(x-3) = 0 \]
Stationary points at x = 1 and x = 3
Step 3: Find second derivative
\[ f''(x) = 6x - 12 \]
Step 4: Classify at x = 1
\[ f''(1) = 6(1) - 12 = -6 < 0 \]
Negative → LOCAL MAXIMUM
\(f(1) = 1 - 6 + 9 + 1 = 5\)
Maximum at (1, 5)
Step 5: Classify at x = 3
\[ f''(3) = 6(3) - 12 = 6 > 0 \]
Positive → LOCAL MINIMUM
\(f(3) = 27 - 54 + 27 + 1 = 1\)
Minimum at (3, 1)
Answer: Local maximum at (1, 5); Local minimum at (3, 1)
Tangents & Normals
Equations of Lines
Tangent Line:
A line that touches the curve at exactly one point
Gradient of tangent = \(f'(x_0)\) at point \((x_0, y_0)\)
Equation of Tangent:
\[ y - y_0 = f'(x_0)(x - x_0) \]
Normal Line:
A line perpendicular to the tangent at that point
Gradient of normal = \(-\frac{1}{f'(x_0)}\) (negative reciprocal)
Equation of Normal:
\[ y - y_0 = -\frac{1}{f'(x_0)}(x - x_0) \]
Steps:
- Find \(f'(x)\)
- Evaluate \(f'(x_0)\) at given point
- Find \(y_0 = f(x_0)\) if not given
- Use point-gradient form with \((x_0, y_0)\) and gradient
- Simplify to \(y = mx + c\) form
⚠️ Common Pitfalls & Tips:
- Tangent uses derivative directly
- Normal uses negative reciprocal of derivative
- Must use point-gradient form correctly
- Simplify to y = mx + c form for final answer
Optimization Problems
Maximum & Minimum Problems
Definition:
Finding maximum or minimum values of a function subject to constraints
General Steps:
- Define variables and express quantity to optimize as function
- Express any constraints as equations
- Use constraints to eliminate variables (get single variable function)
- Differentiate the function
- Set derivative equal to zero and solve
- Verify it's max/min using second derivative test or context
- Answer question in context with units
Common Optimization Problems:
- Maximum area/volume for given perimeter/surface area
- Minimum cost/time/distance
- Maximum profit/revenue
- Optimal dimensions for containers
⚠️ Common Pitfalls & Tips:
- Read question carefully - what are you optimizing?
- Use constraints to reduce to single variable
- Check endpoints if domain is restricted
- Answer in context with correct units
📝 Worked Example 2: Optimization
Question: A farmer has 100m of fencing to enclose a rectangular field against a straight wall. Find dimensions that maximize area. (No fence needed along wall)
Solution:
Step 1: Define variables
Let x = width (perpendicular to wall)
Let y = length (parallel to wall)
Area to maximize: \(A = xy\)
Step 2: Express constraint
Fencing needed: two widths + one length = 100
\[ 2x + y = 100 \]
\[ y = 100 - 2x \]
Step 3: Express A in terms of x only
\[ A(x) = x(100 - 2x) = 100x - 2x^2 \]
Step 4: Differentiate
\[ \frac{dA}{dx} = 100 - 4x \]
Step 5: Set derivative = 0
\[ 100 - 4x = 0 \]
\[ x = 25 \text{ m} \]
Step 6: Find y
\[ y = 100 - 2(25) = 50 \text{ m} \]
Step 7: Verify maximum
\(\frac{d^2A}{dx^2} = -4 < 0\) → Maximum ✓
Answer: Width = 25m, Length = 50m (Maximum area = 1250 m²)
Related Rates (HL Only)
Rates of Change Problems
Definition:
Problems where multiple quantities change with respect to time, and their rates of change are related through an equation
Strategy:
- Identify all variables and what's changing with time
- Write equation relating the variables
- Differentiate both sides with respect to time (use chain rule!)
- Substitute known values and rates
- Solve for unknown rate
Key Notation:
- \(\frac{dx}{dt}\) = rate of change of x with respect to time
- Use chain rule: \(\frac{dy}{dt} = \frac{dy}{dx} \cdot \frac{dx}{dt}\)
Common Applications:
- Expanding circles/spheres (radius vs. area/volume)
- Filling/emptying tanks
- Moving shadows
- Ladder sliding problems
⚠️ Common Pitfalls & Tips:
- Differentiate equation BEFORE substituting values
- Use chain rule when differentiating with respect to time
- Keep track of units (m/s, cm³/min, etc.)
- Draw diagram to visualize relationships
📊 Differentiation Quick Reference
Rules (HL)
- Product: u'v + uv'
- Quotient: (u'v - uv')/v²
- Chain: outer' × inner'
Second Derivative
- f''(x) > 0: Minimum
- f''(x) < 0: Maximum
- f''(x) = 0: Inconclusive
Lines
- Tangent: m = f'(x₀)
- Normal: m = -1/f'(x₀)
- Use point-gradient form
Optimization
- Set f'(x) = 0
- Solve for x
- Verify max/min
✍️ IB Exam Strategy
- Use GDC extensively: Verify derivatives, find max/min
- Show formula setup before calculating
- For product/quotient/chain: Identify u and v clearly
- Second derivative test: State sign and conclusion
- Optimization: Answer in context with units
- Related rates: Differentiate before substituting
- Check formula booklet for standard derivatives
- Simplify final answers where possible
🚫 Top Mistakes to Avoid
- Chain rule: Forgetting to multiply by inner derivative
- Product rule: Writing (uv)' = u'v' (WRONG!)
- Quotient rule: Wrong order (must be u'v - uv')
- Second derivative test: Confusing positive (min) with negative (max)
- Tangent/normal: Using wrong gradient
- Optimization: Not checking if it's actually max/min
- Related rates: Substituting values before differentiating
- Not simplifying final answers
- Forgetting units in applied problems
- Not showing working - lose method marks!