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SL 5.7 · Solve contextual optimization problems

Learn to solve contextual optimization problems through clear examples and targeted practice.

International Baccalaureate (IB) IB AA SL: Mathematics: Analysis and Approaches SL

Calculus

Use a mathematical model to find the best possible value

Optimization means finding the greatest or least value of a quantity under given conditions. Examples include maximizing an area when the amount of fencing is fixed or minimizing the material needed for a container. The essential work is to identify what can vary, express the quantity of interest as a function of that variable, and find the best value within the allowed domain. You will use familiar algebra and the derivative rules for polynomials, then interpret the result in the original situation.

What you will learn

1. From a situation to a function

Begin by identifying the quantity that must be optimized, such as area, volume, cost, or distance. Choose a variable for a dimension or other quantity that can change. Use the conditions in the problem to express the other quantities in terms of that variable. Substituting these relationships into the target quantity gives a function of one variable.
The domain is the set of values the variable is allowed to take. It comes from the physical situation: a length must be positive, and a box cut from a sheet cannot use a cut larger than half the sheet's shorter side. State the domain before optimizing; a mathematical result outside it cannot be a valid answer.
Keep track of units. If a length is measured in metres, an area is measured in square metres. If a function gives volume, its units are cubic units. Write down any assumptions that shape the model, such as a rectangular design or a fixed amount of fencing.

2. Finding and checking an optimum

The derivative describes how a function changes as its input changes. For a smooth function, an interior maximum or minimum can occur where the derivative is zero. Such an input is called a stationary point. For polynomial models, differentiate using the power rule: the derivative of axnax^n is anxn−1anx^{n-1}.
Solve the equation formed by setting the derivative equal to zero, then keep only solutions in the domain. A stationary point is a candidate, not automatically the required answer. Compare relevant candidate values of the original function, including domain endpoints when they are allowed. In many physical situations, a boundary may describe a degenerate object, such as a box with zero volume; explain whether it is included.
A graph offers a visual check. Near a maximum, the function rises and then falls; near a minimum, it falls and then rises. A graphing calculator can help estimate the location and value of a turning point. Use the derivative and the model to justify the result, and give the final answer at the requested accuracy.
ddx(axn)=anxn−1\frac{d}{dx}(ax^n)=anx^{n-1}

3. Representing and checking the model

The algebraic representation is the formula for the target quantity. The numerical representation is a table of values or a calculator estimate. The graph shows how the quantity changes across the allowed domain, while the contextual representation explains what an input and output mean in the real situation. These views should agree.
For a purposeful technology check, enter the function and restrict the viewing window to the domain. Use the graph's maximum or minimum feature to estimate the turning point, or inspect a table near the predicted value. A broad window can hide the important part of the graph, so set the horizontal range using the context. Retain enough calculator digits during working, then round only the final result.
Before presenting an answer, check the units, whether the dimensions are physically possible, and whether the value is genuinely a maximum or minimum. If the question asks for dimensions, report dimensions rather than only the optimized area or volume.

Worked example

Maximum area with a fixed perimeter

A rectangular garden has a perimeter of 40 m. Find the dimensions that give the greatest area.
  1. Choose a variable
    Let the width be xx metres and the length be yy metres. Both dimensions must be positive.
    x>0,y>0x>0,\quad y>0
  2. Build the model
    The perimeter condition gives 2x+2y=402x+2y=40, so y=20−xy=20-x. The area is the product of the dimensions, and the physical domain is 0<x<200<x<20.
    A(x)=x(20−x)=20x−x2A(x)=x(20-x)=20x-x^2
  3. Find the candidate
    Differentiate the area and set the derivative to zero. The solution lies in the domain.
    A′(x)=20−2x=0⇒x=10A'(x)=20-2x=0\quad\Rightarrow\quad x=10
  4. Interpret and check
    The corresponding length is 20−10=1020-10=10 m. The graph is a downward-opening quadratic, so its turning point is a maximum. The area at this point is 100100 square metres.
    A(10)=100A(10)=100
Answer: The greatest area is 100 m2100\text{ m}^2, achieved by a 10 m10\text{ m} by 10 m10\text{ m} garden.
Check: The dimensions have perimeter 2(10)+2(10)=402(10)+2(10)=40 m, as required.

Worked example

Maximum volume from a sheet

Squares of side xx cm are cut from the corners of a 3030 cm by 2020 cm sheet. The sides are folded up to make an open box. Find the cut size that gives the greatest volume, to the nearest 0.010.01 cm.
  1. State dimensions and domain
    After folding, the height is xx cm, and the base dimensions are 30−2x30-2x cm and 20−2x20-2x cm. For all dimensions to be positive, 0<x<100<x<10.
    V(x)=x(30−2x)(20−2x)V(x)=x(30-2x)(20-2x)
  2. Differentiate
    Expand the volume expression to make differentiation straightforward. Set the derivative equal to zero to locate stationary points.
    V(x)=600x−100x2+4x3,V′(x)=600−200x+12x2V(x)=600x-100x^2+4x^3,\quad V'(x)=600-200x+12x^2
  3. Select the feasible point
    Solving V′(x)=0V'(x)=0 gives x=25±573x=\frac{25\pm5\sqrt{7}}{3}. Only the smaller solution is in the domain 0<x<100<x<10.
    x=25−573≈3.92x=\frac{25-5\sqrt{7}}{3}\approx3.92
  4. Check the result
    The volume is zero at the limiting cuts x=0x=0 and x=10x=10. A graph restricted to the domain rises to a turning point near 3.923.92 and then falls, confirming the interior maximum. Substitution gives a maximum volume of about 1056.21056.2 cubic centimetres.
    V(3.92)≈1056.2V(3.92)\approx1056.2
Answer: Cut out squares with side length approximately 3.923.92 cm. The resulting maximum volume is approximately 1056.2 cm31056.2\text{ cm}^3.
Check: At this cut size, both base dimensions are positive: approximately 22.1522.15 cm and 12.1512.15 cm.

Worked example

Fencing beside a river

A farmer has 120120 m of fencing to enclose a rectangular field beside a straight river. The river forms one side, so fencing is needed for only the other three sides. Find the dimensions that maximize the enclosed area.
  1. Represent the sides
    Let each of the two equal sides perpendicular to the river have length xx m. The fenced side parallel to the river then has length 120−2x120-2x m.
    0<x<600<x<60
  2. Form the area function
    Area is the product of the perpendicular width and the fenced length parallel to the river.
    A(x)=x(120−2x)=120x−2x2A(x)=x(120-2x)=120x-2x^2
  3. Optimize
    Set the derivative to zero. The result lies within the domain, and the quadratic graph opens downwards, so its turning point is a maximum.
    A′(x)=120−4x=0⇒x=30A'(x)=120-4x=0\quad\Rightarrow\quad x=30
  4. Interpret the dimensions
    The fenced side parallel to the river is 120−2(30)=60120-2(30)=60 m. The maximum area is therefore 3030 times 6060 square metres.
    A(30)=1800A(30)=1800
Answer: Use two sides of 3030 m perpendicular to the river and one fenced side of 6060 m parallel to it. The maximum area is 1800 m21800\text{ m}^2.
Check: The required fencing is 30+30+60=12030+30+60=120 m.

Common mistakes and how to avoid them

Finding a stationary point but not checking whether it is a maximum or minimum.
Correction: Use the graph or compare function values at relevant candidates and domain boundaries. Explain why the selected candidate gives the requested extreme.
Keeping a solution that is outside the physical domain.
Correction: Write the domain from the context before solving, then reject any candidate that cannot represent the situation.
Optimizing the wrong expression or forgetting a dimension changes with the variable.
Correction: Use the constraints to express every changing dimension in terms of the chosen variable before forming the target function.
Rounding intermediate values too early or giving an answer without units.
Correction: Keep adequate calculator precision during the working and round the final contextual result to the requested accuracy, with units.

Lesson summary

Check your understanding

Question 1

For f(x)=18x−x2f(x)=18x-x^2 on 0<x<180<x<18, which value of xx gives the maximum?
  1. x=9x=9
  2. x=18x=18
  3. x=0x=0
  4. x=18x=18 and x=0x=0 both give the maximum
Show answer and explanation
x=9x=9
The derivative is 18−2x18-2x, which is zero at x=9x=9. The quadratic opens downwards, so this interior stationary point is the maximum.

Question 2

A square is cut from each corner of a 2424 cm by 1616 cm sheet to form an open box. Which domain for the cut size xx keeps all dimensions positive?
  1. 0<x<80<x<8
  2. 0<x<120<x<12
  3. 0<x<160<x<16
  4. x>8x>8
Show answer and explanation
0<x<80<x<8
The base dimensions are 24−2x24-2x and 16−2x16-2x. The shorter side requires 16−2x>016-2x>0, so x<8x<8, with x>0x>0.

Question 3

A graph of a target function rises and then falls within the allowed domain. What does its turning point represent?
  1. A local maximum candidate
  2. A guaranteed minimum
  3. A point outside the domain
  4. A value that must be ignored
Show answer and explanation
A local maximum candidate
Rising and then falling indicates a local maximum. Check its domain and compare with any relevant boundary values before concluding it is the contextual maximum.

Key terms

Optimization
Finding the greatest or least value of a quantity subject to given conditions.
Domain
The allowed input values for a function, restricted in a contextual model by the situation.
Derivative
A measure of how a function changes as its input changes.
Stationary point
A point where the derivative is zero; it may be a maximum, a minimum, or neither.

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