DoAssignment.ca
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
- Translate a practical situation into a function to maximize or minimize.
- Choose a suitable variable and state its allowed domain and units.
- Use derivatives to locate candidate optimum values and check that they make sense in context.
- Use a graphing calculator to check, rather than replace, mathematical reasoning.
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.
- Define the variable and target quantity.
- Use the context to reduce the target to a function of one variable.
- State a realistic domain and include units in the final interpretation.
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 is .
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.
- Differentiate the target function with respect to its variable.
- Solve and check the domain.
- Check that the candidate gives the required maximum or minimum in context.
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.
- Use a graph or table as a check on the analytical result.
- Set the calculator window to the allowed domain.
- Interpret the optimum in words and with appropriate units.
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.
- Choose a variableLet the width be metres and the length be metres. Both dimensions must be positive.
- Build the modelThe perimeter condition gives , so . The area is the product of the dimensions, and the physical domain is .
- Find the candidateDifferentiate the area and set the derivative to zero. The solution lies in the domain.
- Interpret and checkThe corresponding length is m. The graph is a downward-opening quadratic, so its turning point is a maximum. The area at this point is square metres.
Answer: The greatest area is , achieved by a by garden.
Check: The dimensions have perimeter m, as required.
Worked example
Maximum volume from a sheet
Squares of side cm are cut from the corners of a cm by cm sheet. The sides are folded up to make an open box. Find the cut size that gives the greatest volume, to the nearest cm.
- State dimensions and domainAfter folding, the height is cm, and the base dimensions are cm and cm. For all dimensions to be positive, .
- DifferentiateExpand the volume expression to make differentiation straightforward. Set the derivative equal to zero to locate stationary points.
- Select the feasible pointSolving gives . Only the smaller solution is in the domain .
- Check the resultThe volume is zero at the limiting cuts and . A graph restricted to the domain rises to a turning point near and then falls, confirming the interior maximum. Substitution gives a maximum volume of about cubic centimetres.
Answer: Cut out squares with side length approximately cm. The resulting maximum volume is approximately .
Check: At this cut size, both base dimensions are positive: approximately cm and cm.
Worked example
Fencing beside a river
A farmer has 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.
- Represent the sidesLet each of the two equal sides perpendicular to the river have length m. The fenced side parallel to the river then has length m.
- Form the area functionArea is the product of the perpendicular width and the fenced length parallel to the river.
- OptimizeSet the derivative to zero. The result lies within the domain, and the quadratic graph opens downwards, so its turning point is a maximum.
- Interpret the dimensionsThe fenced side parallel to the river is m. The maximum area is therefore times square metres.
Answer: Use two sides of m perpendicular to the river and one fenced side of m parallel to it. The maximum area is .
Check: The required fencing is 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
- Choose a variable, use the constraints to form a one-variable target function, and state its physical domain.
- Differentiate, solve for stationary candidates, and keep only feasible values.
- Check that the candidate gives the required maximum or minimum; use a domain-aware graph or table as a check.
- State the result in context with suitable units and accuracy.
Check your understanding
Question 1
For on , which value of gives the maximum?
- and both give the maximum
Show answer and explanation
The derivative is , which is zero at . The quadratic opens downwards, so this interior stationary point is the maximum.
Question 2
A square is cut from each corner of a cm by cm sheet to form an open box. Which domain for the cut size keeps all dimensions positive?
Show answer and explanation
The base dimensions are and . The shorter side requires , so , with .
Question 3
A graph of a target function rises and then falls within the allowed domain. What does its turning point represent?
- A local maximum candidate
- A guaranteed minimum
- A point outside the domain
- 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.
Continue through IB AA SL
- SL 5.1 · Interpret limits and derivatives as gradients and rates of change
- SL 5.2 · Connect derivative functions to increasing and decreasing behaviour
- SL 5.3 · Differentiate powers, trigonometric, exponential, and logarithmic functions
- SL 5.4 · Apply chain, product, and quotient rules
- SL 5.5 · Use second derivatives and interpret concavity
- SL 5.6 · Find and classify stationary points
About this lesson and its review
Published by DoAssignment. This AI-assisted lesson follows International Baccalaureate (IB) IB AA SL: Mathematics: Analysis and Approaches SL, study topic SL 5.7. It is a study resource, not an official curriculum publication.
Before publication, the draft is checked for structure, mathematical or chemical notation, calculations, course boundaries, and readability, and then requires administrator approval. Errors can still occur, so corrections are welcomed.