Method line M15 · When and why do we use it?

Assigning Values

In the Chinese book: 赋值法

Give objects clever values (±1, 0/1, roots of unity) and let arithmetic decide.

📖 Chapter 15 of 《解题方法与策略》

One idea, one pictureTap cells to switch +1 to −1. Can you make the 10 products on the right and at the bottom add up to 0?

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In one sentence

Assigning values means giving well-chosen numbers to objects that had nothing to do with numbers (or to the variables of an identity), so that the problem becomes a piece of arithmetic:

Once the values are assigned, the sign of a product, the parity of a sum, a sum of coefficients and the exponent of a prime factor can all be worked out by the rules of arithmetic. A good assignment turns the quantity you care about into one you can compute.

Predict first

Fill each cell of a 5×5 table with or . Compute the product of each row and of each column: numbers in all. Can these numbers add up to ?

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

Example: for odd n, the sum of the 2n products is not 0

Step 1 / 4
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  1. If the sum were 0

    Ten numbers add up to exactly when there are of and of .

Stop 1 · Plugging values into functional equations (Vol. 2)

When an equation holds for all , you may plug in whatever values are most convenient: first , then .

Example: find all f: R → R with f(x)f(y) − f(xy) = x + y for all real x, y

Step 1 / 4
  1. Let x = y = 0

    , so or .

Stop 2 · Roots of unity: “sifting out” coefficients (Vol. 4)

adds up all the coefficients, and separates the odd and even terms. To separate by the index mod , let () and use the fact that is when and otherwise.

One problem, several solutions

Find .

Compute directly

.

CostFastest when there are few terms, but hopeless when there are many.

Plug in roots of unity

In , let in turn and add. All the terms whose index is not divisible by cancel:

, so ; likewise . So the sum is .

CostA little more complex arithmetic, in exchange for a formula that works for any n.

Stop 3 · Special values in an identity (Vol. 5)

Example: (2x − 1)⁶ = a₀ + a₁x + … + a₆x⁶. Find a₀ + a₂ + a₄ + a₆

Step 1 / 4
  1. Let x = 1

    The sum of all the coefficients.

Stop 4 · Partitions of a set and exponents of primes (Vol. 1)

Give each positive integer the value , “the exponent of the prime in ”. The exponent of a product is the sum of the exponents: .

Example: can {1, 2, …, 10} be split into two groups with equal products?

Step 1 / 3
  1. Assign values

    Give each number its (the exponent of the factor ). Among to , only has a factor .

Practice

Exercise 1Basic

In a 3×3 table, one cell holds and all the others hold . What is the sum of the three row products and the three column products?

Exercise 2Basic

. Find .

Exercise 3Advanced

Plug in to find .

Exercise 4Challenge

Find (the sum of the binomial coefficients whose lower index is mod ).

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

Substituting only x = 1

The wrong step: . Setting gives , so the sum of the even-numbered terms, , is about half of that.
What went wrong? Think first, then open

Diagnosis only gives the sum of all the coefficients; it cannot separate the odd and even terms. To “cancel” the odd terms you need a value that changes the sign of odd powers and leaves even powers alone: .

The right step: Set : . Set : . Add and divide by : .

“To separate some terms, choose a value that changes their sign”

Exhibit

Plugging in values gives only a necessary condition

The wrong step: : setting gives , so , and the answer is this family of functions.
What went wrong? Think first, then open

Diagnosis Plugging in values only shows “if there is a solution, it must look like this”. Here has not been found yet, and you must substitute back into the original equation before you can say it really is a solution.

The right step: First set : . If we get , a contradiction, so and . Substitute back: . It holds.

“Plugging in finds candidates; substituting back makes them answers”

Stops on this line

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

  1. Functional Equations: Plugging in ValuesVol. 2 Functions and Functional Equations, §7.2
  2. Properties of SetsVol. 1 Sets, ch. 6
  3. Roots of Unity and Their UsesVol. 4 Complex Numbers and Vectors, ch. 7
  4. Changing the StatementVol. 5 Sequences and Mathematical Induction, ch. 13