Change of Variables

Sometimes "changing a variable" can help us solve an equation.

The Idea: If we can't solve it here, then move somewhere else where we can solve it, and then move back to the original position.

Like this:

Diagram showing flow from original variable to new variable and back to the start

These are the steps:

We often use the new variable "u", giving this the name u-substitution.

Here is a simple example: .

Example: solve (x+1)2 − 4 = 0

Replace "x+1" with "u" ... Solve ... Replace "u" with "x+1":

Substitution steps replacing x plus 1 with u, solving, then replacing u with x plus 1

In other words, by replacing x+1 with u:

  • (x+1)2 − 4 = 0 becomes u2 − 4 = 0
  • Solve: u = ±2
  • Then put x+1 back: x+1 = ±2

Which gives us x = 1 or −3

Confirm this yourself, is that solution correct?

More Examples

OK, we could have solved that without doing that "u=x+1" thing, but here is question where "changing variables" is very useful:

Example: (x2+2)2 − 2(x2+2) − 15 = 0

It could be hard to solve, but let's try a change of variables:

Let u = x2+2, then our equation becomes:

u2 − 2u − 15 = 0

Which is a quadratic equation that factors nicely into:

(u−5)(u+3)

And the solutions are simply:

u = 5 or u = −3

But wait! We still need to turn "u" back into "x2+2":

First Solution
u = 5
x2+2 = 5
x2 = 5−2 = 3
x = ±√3
Second Solution
u = −3
x2+2 = −3
x2 = −3−2
x = ±√(−5)

The second solution is imaginary (it has the square root of a negative number), so let's just use the First Solution:

Answer: x = ±√3

Check: ((√3)2+2)2 − 2((√3)2+2) − 15 = = 52 − 2·5 − 15 = 25−10−15 = 0
Check: ((−√3)2+2)2 − 2((−√3)2+2) − 15 = = 52 − 2·5 − 15 = 25−10−15 = 0

Example: 3x8 + 5x4 − 2 = 0

It sort of looks Quadratic, but it is degree 8 which could be impossible to solve.

But if we use:

u = x4

Then it becomes:

3u2 + 5u − 2 = 0

Which is Quadratic. And solving it gives:

u = 1/3 or u = −2

Now put the original back again:

First Solution
u = 1/3
x4 = 1/3
x = ±(1/3)1/4
Second Solution
u = −2
x4 = −2
x = ±(−2)1/4

Answers: x = ±(1/3)1/4 and x = ±(−2)1/4

Check: You can check the answers!

Conclusion

"Change of Variable" can help us solve difficult questions, using the steps:

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