Method line M11 · When and why do we use it?

Combining Numbers and Figures

In the Chinese book: 数形结合

Read formulas as pictures: radicals are distances, ratios are slopes.

📖 Chapter 11 of 《解题方法与策略》

One idea, one pictureDrag the point P along the x-axis to make f(x) as small as possible. Stuck? Tap “Reflect B in the x-axis”.

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In one sentence

The same expression often has a second identity as a figure:

As algebra, such expressions need case analysis or derivatives; as figures, the answer is often visible at a glance: a straight segment is the shortest path, tangent lines bound the slope, and the point of a circle farthest from a fixed point lies on the line through the center. Combining numbers and figures means translating back and forth between the two: use the figure to find the way, use the numbers to make it rigorous.

Predict first

What is the minimum value of ?

Choose an answer first; then you can see the result.

Example: the minimum of a sum of radicals

Step 1 / 5
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  1. Read the radicals as distances

    is the distance from the point to ; is the distance from to .

Stop 1 · Where the roots of a quadratic lie (Vol. 2)

“Where are the roots of the equation?” is a question about numbers; “where does the parabola cross the -axis?” is a question about a figure. The second needs only a few checks: which way it opens, the axis of symmetry, the values at the endpoints, and the discriminant.

Example: both real roots (possibly equal) of x² − 2ax + a + 2 = 0 lie in the interval (0, 3). Find the range of a

Step 1 / 4
  1. Draw it

    Let ; it opens upward. Both roots in means, in the picture, that the points where the parabola meets (or touches) the -axis lie between and .

All four conditions are needed. With only and , both roots could lie to the right of : draw a parabola with axis of symmetry and you will see it.

Stop 2 · The modulus of a complex number (Vol. 4)

is the distance from the point to the point in the complex plane. So “the extreme values of a modulus” become “the extreme distances from a point on a circle to a fixed point”.

Example: |z − 3 − 4i| = 2. Find the maximum and minimum of |z|

Step 1 / 4
  1. Translate

    : the point lies on the circle with center and radius . is the distance from to the origin .

Stop 3 · The range of a trigonometric expression (Vol. 3)

looks like a trigonometry problem, but it is exactly “the slope of the line joining the point on the unit circle to the fixed point ”.

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Drag once around the unit circle. At which two positions does the slope reach its extremes? Tap “Draw the two tangents” to check.

One problem, several solutions

Find the range of .

Read it as a slope

is the slope of , with on the unit circle. A line through is tangent to the circle when the distance from the center to the line is : , so . As goes once around the circle, the slope varies continuously between those of the two tangents, so the range is .

CostOne picture gives the answer and where the extremes are reached.

Auxiliary angle

, that is, , and the left side . There is a solution if and only if , that is, , which again gives .

CostPure algebra, but y must first be moved to the other side.

Stop 4 · Curves and equations (Vol. 7)

How many roots does the equation have? Split it into “left side right side”, draw each side as a curve, and count the crossings.

Example: how many real roots does √(4 − x²) = x + m have?

Step 1 / 4
  1. The left side is a semicircle

    is equivalent to with : the upper semicircle with center at the origin and radius , with endpoints and .

Practice

Exercise 1Basic

Find the minimum value of .

Exercise 2Basic

The complex number satisfies . Find the maximum of .

Exercise 3Advanced

How many real roots does the equation have?

Exercise 4Challenge

Real numbers satisfy . Find the maximum of .

Mistake Museum · Exhibits from this stop

Before you leave, look at the traps other people fell into here.See every exhibit in the museum →

Exhibit

Joining two points on the same side with a straight line

The wrong step: Minimum of : it is the sum of the distances from to and , so the minimum is .
What went wrong? Think first, then open

Diagnosis and are both above the -axis. The segment never meets the -axis, so can never lie on it, and is never reached. “A straight segment is the shortest path” only helps when the broken line can actually be pulled straight.

The right step: First reflect in the -axis to , so that . Then join : it crosses the -axis, and the minimum is .

“Same side? Reflect first. Only points on opposite sides can be joined straight”

Exhibit

Treating a semicircle as a full circle

The wrong step: Squaring both sides of gives : a circle and a line. Whenever they meet there are two roots, so there are two roots for .
What went wrong? Think first, then open

Diagnosis requires , so it is only the upper half of the circle. Squaring invites the lower half in as well, and the extra intersection points are not roots of the original equation.

The right step: Draw the semicircle and the family of lines of slope , and count only the intersections with the semicircle: there are two roots for .

“See exactly which part of the curve you have before counting crossings”

Stops on this line

The same idea, used once in each of several places.

  1. Quadratic FunctionsVol. 2 Functions and Functional Equations, §3.1
  2. Graphs and Their TransformationsVol. 3 Trigonometric Functions, ch. 1
  3. Modulus and Argument (I)Vol. 4 Complex Numbers and Vectors, ch. 2
  4. AM–GM in Geometric InequalitiesVol. 6 The Mean Inequalities and the Cauchy Inequality, §2.3
  5. Curves and EquationsVol. 7 Analytic Geometry, §2.4
  6. How Curves Divide the Plane into RegionsVol. 7 Analytic Geometry, §8.1