4.2 Linear Approximations and Differentials

The linearization of a function at a point and its use for approximating values, the differential as the change along the tangent, the direction of the error decided by concavity and its second-order growth with the step, and relative and percentage error in propagated measurements.

Subject: Calculus I · 65 slides · symbolic lesson

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What this lesson covers

The lesson, slide by slide

1. Section 4.2 Linear Approximations and Differentials

Title

Calculus I · Chapter 4 — Applications of Derivatives

Linear Approximations and Differentials

2. By the end of this lesson you can

Objectives

Five outcomes. The first is Section 3.1's tangent line read as a tool rather than a description.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 308-316 — the section these objectives are drawn from

3. What you already have

Warm-up

Section 3.4 estimated the change in a quantity by multiplying its rate by a small step, and noticed the estimate was slightly low for a curve bending upward.

Discussion prompt

Section 3.1 found the tangent to the square root at 9 to be y equals x over 6 plus 3 halves. Use it to estimate the square root of 10, and say what the estimate really is.

Hint: Substitute 10 into the tangent line rather than into the curve.

Answer:

\[ y = \tfrac{x}{6} + \tfrac{3}{2} \;\Longrightarrow\; \text{at } x = 10: \; \tfrac{10}{6} + \tfrac{3}{2} = 3.1\overline{6} \]

The true value is about 3.1623, so the estimate is high by 0.0044 — a relative error of about a tenth of a percent.

What has been computed is the height of the tangent line at 10, standing in for the height of the curve. That substitution is the whole method of this section, and the rest is about how good it is and when.

4. Use the tangent line in place of the curve

Concept

Near the point of contact, a differentiable function is almost indistinguishable from its tangent. Replacing the function by that line gives an approximation which is easy to compute and whose error can be described.

linearization — The linear function whose graph is the tangent to f at a. It equals f of a plus f prime of a times the step from a, and it is the best linear approximation to f near that point.

\[ L(x) = f(a) + f'(a)(x-a) \approx f(x) \]

This is not a new object. It is the tangent line from Section 3.1, written in point-slope form and read as a recipe: start from a value you know, and travel along the slope.

Figure (svg): The linearization formula, with each piece labelled by where it comes from

Nothing new is being defined — this is Section 3.1's tangent line, read as a formula for estimating.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 308-310

5. The linearization

Section

Section 1

6. Start from a value you know and travel along the slope

Concept

Choose a nearby point where both the value and the derivative are easy. The linearization then estimates the function at any nearby input by stepping along the tangent from that anchor.

the anchor point — The input a at which the value and derivative are known exactly. It should be as close as possible to the target while still being easy to evaluate — usually a perfect square, a whole number or a landmark angle.

\[ f(x) \approx f(a) + f'(a)(x-a) \]

The choice of anchor matters more than anything else. Estimating the root of 10 from 9 works because 9 is a perfect square one unit away; anchoring at 4 would give a far worse estimate for the same effort.

Figure (svg): A curve with its tangent at a point, and the approximation error opening up away from contact

The tangent is the best straight-line stand-in for the curve, and it is only good near where it touches.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 308-311 — linear approximation of a function at a point

7. Tangent standing in for curve

Picture it

The square root near nine.

Figure (svg): A curve with its tangent at a point, and the approximation error opening up away from contact

The tangent is the best straight-line stand-in for the curve, and it is only good near where it touches.

One unit from contact the two graphs are barely distinguishable, and the estimate is right to three decimal places. Ten units away they have separated visibly.

8. Worked example: approximating a root

Worked example

Example 4.7. Anchor at the nearest easy point.

\[ \text{Estimate } \sqrt{10} \text{ using a linear approximation.} \]

Choose the anchor

Why: The nearest perfect square.

\[ a = 9, f(9) = 3 \]

Compute the derivative there

Why: One over twice the root.

\[ f'(9) = \frac{1}{6} \]

Write the linearization

Why: Value plus slope times step.

\[ L(x) = 3 + (\frac{1}{6}) (x - 9) \]

Evaluate at the target

Why: The step is 1.

\[ L(10) = 3 + \frac{1}{6} \]

State

Why: As a decimal.

\[ \text{about } 3.1667 \]

Figure (svg): The solution to Worked example approximating a root shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \sqrt{10} \approx 3 + \tfrac16 \approx 3.1667 \]

Verify: compute the error and its relative size

Why: The true value is 3.16228, so the estimate is high by 0.0044 — a relative error of 0.14 percent, from a calculation needing no more than a division by 6. The estimate is high because the square root bends downward, so its tangent lies above it, which the next-but-one idea makes into a rule. Anchoring at 4 instead would have given 2 plus 6 over 4, which is 3.5 — far worse, because the step is six times longer.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 309-310

9. Target to the best anchor

Matching

Nearest point where the value is easy.

Match the pairs

  • l1. sqrt(10)
  • l2. sqrt(26)
  • l3. sin(0.1)
  • l4. (1.02)^5
  • r1. a = 9
  • r2. a = 25
  • r3. a = 0
  • r4. a = 1

Why: In every case the anchor is the nearest input at which both the value and the derivative are trivial. Since the error grows with the square of the step, closeness is worth far more than any convenience gained by a rounder anchor.

10. Worked example: a trigonometric estimate

Worked example

Checkpoint 4.7. A landmark angle as the anchor.

\[ \text{Estimate } \sin(0.1) \text{ using a linear approximation, in radians.} \]

Choose the anchor

Why: The nearest angle with known values.

\[ a = 0, \sin 0 = 0 \]

Compute the derivative there

Why: Cosine of 0.

\[ f'(0) = 1 \]

Write the linearization

Why: Value plus slope times step.

\[ L(x) = 0 + 1(x - 0) = x \]

Evaluate

Why: The step is 0.1.

\[ L(0.1) = 0.1 \]

Compare

Why: The true value.

\[ \sin(0.1) = 0.099833 \]

Figure (svg): The solution to Worked example a trigonometric estimate shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \sin x \approx x \text{ for small } x \]

Verify: recognise the result and check the direction of the error

Why: The linearization of sine at the origin is simply x, which is the small-angle approximation used throughout physics — and it is nothing more than this section's method applied at a convenient anchor. The estimate is high by 0.000167, and sine bends downward for small positive x, so the tangent lies above it exactly as expected. Note also that this only works in radians: in degrees the slope at 0 would be pi over 180, not 1.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 310-311

11. Trap: anchoring too far from the target

Trap

The trap

\[ \text{estimate } \sqrt{10} \text{ from } a = 4 \]

Use a familiar anchor rather than a near one

Why: The student picks 4 because its root is 2.

\[ L(10) = 2 + \tfrac14(6) = 3.5 \quad \text{(error } 0.34\text{)} \]

The step is six units long, and the error is nearly eighty times larger than anchoring at 9 would have given.

The fix

\[ a = 9: \quad L(10) = 3 + \tfrac16 \approx 3.1667 \quad \text{(error } 0.0044\text{)} \]

Choose the NEAREST point at which the value is easy

Why: The error grows with the square of the step, so distance is expensive.

Both anchors are equally easy to compute with, so nothing was gained by the poorer choice. Since the error grows quadratically, a step six times longer produces roughly thirty-six times the error — and here it produced eighty, because the curve is bending more sharply over the wider interval.

12. Build the linearization

Fill the middle

The square root anchored at nine.

Fill in the blanks

L(x) = 3 + \tfrac16(x - 9) \;\Longrightarrow\; L(10) = 3 + 1/6

Why: The step is 1, so the correction is one sixth. The estimate 3.1667 is high by 0.0044, since the square root's tangent lies above the curve.

13. Order the method

Ranking

Approximating a value linearly.

Put in order

  1. Identify the function and the target input
  2. Choose the nearest anchor at which the value is easy
  3. Compute the value and the derivative at the anchor
  4. Write the linearization and evaluate it at the target
  5. Use concavity to say which way the estimate errs

Why: Step b is where most of the accuracy is won or lost, since the error is quadratic in the step. Step e costs one second and turns an estimate into an estimate with a known direction of error, which is often what an application needs.

14. What is the linearization, really?

Prediction

Commit before reasoning.

Predict first

What object is the linearization of f at a?

  • A new kind of approximation
  • The tangent line to f at a, written in point-slope form
  • The derivative
  • A quadratic fitted to the curve

Correct: The tangent line, written in point-slope form.

\[ y - f(a) = f'(a)(x-a) \;\Longleftrightarrow\; L(x) = f(a) + f'(a)(x-a) \]

Why: Nothing new is being defined. Section 3.1's tangent equation was y minus f of a equals f prime of a times x minus a, and rearranging gives exactly the linearization. The only change is one of attitude: instead of describing the curve's direction, the line is being used to stand in for the curve's values. A quadratic fit would be a better approximation and is a genuine idea, but it belongs to Taylor polynomials rather than here.

15. Differentials

Section

Section 2

16. The change along the tangent, given a name

Concept

The differential dy is the change in height along the tangent when the input changes by dx. It approximates the true change in the function, and the two agree in the limit as the step shrinks.

the differential — For a differentiable function, dy equals f prime of x times dx. It is the rise along the tangent line over a step dx, and it approximates the actual change delta y in the function.

\[ dy = f'(x)\,dx \approx \Delta y = f(x+dx) - f(x) \]

The notation finally makes dy by dx look like a genuine quotient, and here it is one: dy divided by dx really is f prime of x. That is why Leibniz shaped the symbol as he did.

Figure (svg): The differential dy against the true change, with the gap between them marked

The two quantities agree in the limit and differ for any finite step, and the gap is what the second derivative measures.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 311-313 — differentials

17. Two vertical distances

Picture it

The differential and the true change, for the squaring function.

Figure (svg): The differential dy against the true change, with the gap between them marked

The two quantities agree in the limit and differ for any finite step, and the gap is what the second derivative measures.

The green segment is dy, travelling along the tangent, and the true change reaches one unit higher. The red gap is the error, and it is exactly the square of the step for this function.

18. Worked example: computing a differential

Worked example

Example 4.9. The differential against the true change.

\[ \text{For } y = x^{2} \text{ at } x = 2 \text{ with } dx = 1, \text{ find } dy \text{ and } \Delta y. \]

Compute the derivative

Why: Power rule.

\[ \,dy / \,dx = 2 x,\text{ so } 4\text{ at } x = 2 \]

Compute the differential

Why: Slope times step.

\[ \,dy = 4(1) = 4 \]

Compute the actual change

Why: The function's values.

\[ f(3) - f(2) = 9 - 4 = 5 \]

Compare

Why: The differential is low.

\[ \text{error } 1 \]

Note the error's form

Why: For this function it is exactly the square of the step.

\[ (\,dx) ^{2} = 1 \]

Figure (svg): The solution to Worked example computing a differential shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ dy = 4, \qquad \Delta y = 5 \]

Verify: repeat with a smaller step and watch the error

Why: With dx equal to 0.1: dy is 0.4 and the true change is 4.41 minus 4, which is 0.41 — an error of 0.01, exactly the square of the step. With dx equal to 0.01 the error is 0.0001. The error is second order in the step, which is why the approximation is excellent for small steps and poor for large ones. For the squaring function the error is exactly dx squared; in general it is approximately half the second derivative times dx squared.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 312-313

19. Compute the differential

Fill the middle

The squaring function at x equal to 2, stepping one unit.

Fill in the blanks

dy = f'(2)\,dx = 4(1) = 4

Why: The differential is 4, while the true change is 5. The gap of 1 is exactly the square of the step for this function, which is why the approximation improves so sharply as the step shrinks.

20. Worked example: using a differential to estimate

Worked example

Checkpoint 4.9. The same method, applied.

\[ \text{Use a differential to estimate } (1.02)^{5}. \]

Identify the function and anchor

Why: The fifth power, near 1.

\[ f(x) = x ^{5}, a = 1 \]

Compute the value and derivative there

Why: Both easy.

\[ f(1) = 1, f'(1) = 5 \]

Compute the differential

Why: Slope times step.

\[ \,dy = 5(0.02) = 0.1 \]

Add to the anchor's value

Why: Estimate.

\[ 1 + 0.1 = 1.1 \]

Compare with the true value

Why: By direct computation.

\[ 1.10408 \]

Figure (svg): The solution to Worked example using a differential to estimate shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ (1.02)^{5} \approx 1.1 \]

Verify: check the direction and the size of the error

Why: The estimate is low by 0.004, and the fifth power bends upward, so its tangent lies below the curve — the direction is as the concavity predicts. The relative error is about 0.4 percent from a mental calculation. Note that the exponent 5 became the magnification factor: a 2 percent step in x produced a 10 percent change in the output, which is the propagation effect the last idea makes precise.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 313-313

21. Find the error: the differential mistaken for the true change

Error analysis

A student computes a change in area.

Annotate

On: \( A = x^{2}, \; x: 2 \to 3 \;\Longrightarrow\; \Delta A = dA = 2(2)(1) = 4 \)

  • The differential dA = 4 is computed correctly.
  • But it is being reported as the exact change, which it is not.
  • The true change is 9 - 4 = 5, so the differential is low by 1.
  • Over a step this large the two are noticeably different.

The differential is an approximation to the change, exact only in the limit. For a step of 1 on this function the gap is a fifth of the answer, which is far too large to ignore — though at a step of 0.01 it would be a hundredth of a percent.

22. Along the tangent, or along the curve?

Sorting

Distinguish the two vertical distances.

Sort into buckets

Sort each quantity.

Along the tangent
dy; f'(a) dx
Along the curve
delta y; f(a + dx) - f(a); the exact change in the function
tan
Computed from the slope, so it travels along the straight tangent line.
curve
Computed from the function's own values, so it follows the curve exactly.

The two agree in the limit as the step shrinks to zero, which is exactly the definition of the derivative read backwards. For any finite step they differ, and the gap is what the second derivative controls.

23. One of these claims is false

Two truths and a lie

All three are about differentials.

Eliminate the wrong options

Two of these are true. Knock those out and keep the false one.

  • A. dy = f'(x) dx by definition
  • C. dy and delta y agree in the limit as dx shrinks to zero
  • B. dy equals the exact change in the function

Survives elimination: B

Why: The survivor is the false one. The differential travels along the tangent and the true change along the curve, so they differ for any finite step. For the squaring function at 2 with a step of 1 they are 4 and 5, a 20 percent discrepancy. Only in the limit do they coincide.

24. Why is the notation shaped this way?

Prediction

Commit before reasoning.

Predict first

Section 3.2 warned that dy/dx is not really a fraction. What changes here?

  • Nothing; the warning still stands in full
  • dy and dx are now defined as separate quantities, and their quotient genuinely is the derivative
  • The derivative changes meaning
  • Fractions are now allowed

Correct: dy and dx are now separately defined, and their quotient really is f prime of x.

\[ dy = f'(x)\,dx \;\Longrightarrow\; \frac{dy}{dx} = f'(x) \quad \text{genuinely} \]

Why: Section 3.2's warning was about the derivative symbol taken as a whole, where no separate du existed to cancel. Here dx is chosen freely and dy is DEFINED as f prime of x times dx, so dividing gives the derivative exactly. This retrospectively justifies Leibniz's notation and is why substitution in Section 5.5 will manipulate dx and dy as though they were quantities — because with this definition, they are.

25. Concavity and the direction of the error

Section

Section 3

26. The bending decides which side the tangent lies on

Concept

A curve bending upward lies above every one of its tangent lines, so a linear estimate undershoots. A curve bending downward lies below them, so the estimate overshoots. The sign of the second derivative decides which.

concavity and estimation error — When the second derivative is positive the graph bends upward and lies above its tangents, so linear estimates are too small. When it is negative the graph bends downward and estimates are too large.

\[ f'' > 0 \Rightarrow \text{undershoot}; \qquad f'' < 0 \Rightarrow \text{overshoot} \]

The direction is the same on both sides of the anchor, which is worth noticing. It depends on how the curve bends, not on which way you step from the point.

Figure (svg): The error's direction decided by concavity, shown for an upward and a downward bending curve

Knowing the direction of the error is often as useful as bounding its size, and one sign supplies it.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 310-314 — accuracy of the approximation

27. Above or below

Picture it

Two curves with tangents at the same relative position.

Figure (svg): The error's direction decided by concavity, shown for an upward and a downward bending curve

Knowing the direction of the error is often as useful as bounding its size, and one sign supplies it.

On the left the tangent runs beneath the curve on both sides; on the right it runs above. One sign of one derivative settles which case you are in.

28. Worked example: predicting the direction

Worked example

Example 4.10. Check the second derivative before computing.

\[ \text{Will the linear estimate of } \sqrt{10} \text{ from } a=9 \text{ be too high or too low?} \]

Compute the first derivative

Why: The root's derivative.

\[ f'(x) = (\frac{1}{2}) x ^{-\frac{1}{2}} \]

Differentiate again

Why: Reduce the exponent.

\[ f''(x) = -(\frac{1}{4}) x ^{-\frac{3}{2}} \]

Determine the sign

Why: Negative for every positive x.

\[ f'' < 0 \]

Conclude

Why: The curve bends downward, so the tangent is above it.

Check against the numbers

Why: Estimate 3.1667 against true 3.1623.

Figure (svg): The solution to Worked example predicting the direction shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ f'' < 0 \;\Longrightarrow\; \text{the estimate overshoots} \]

Verify: confirm the prediction was made before the true value was known

Why: The sign of the second derivative was determined from the formula alone, with no reference to the actual value of the root of 10 — and it correctly predicted the direction. That is the practical value: in a real application the true value is unknown, so knowing that an estimate is an overestimate rather than an underestimate is genuine information. For a safety margin it is often the more important half of the answer.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 313-314

29. Overshoot or undershoot?

Sorting

Determine the sign of the second derivative.

Sort into buckets

Sort each linear estimate.

Overshoots: f'' < 0
sqrt(x) near 9; sin x near 0, for small positive x; ln x near 1
Undershoots: f'' > 0
x^5 near 1; e^x near 0
over
The curve bends downward there, so it lies below its tangent and the estimate is too large.
under
The curve bends upward, so it lies above its tangent and the estimate is too small.

The three overshooting cases are all functions that grow ever more slowly — roots, sines and logarithms — while the two undershooting ones accelerate. That correspondence between growth behaviour and bending is what Section 4.5 will formalise.

30. Worked example: the other direction

Worked example

Checkpoint 4.10. A curve bending upward.

\[ \text{Will the estimate of } (1.02)^{5} \text{ from } a = 1 \text{ be too high or too low?} \]

Differentiate twice

Why: Power rule twice.

\[ f' = 5 x ^{4}, f'' = 20 x ^{3} \]

Determine the sign near the anchor

Why: Positive for positive x.

\[ f'' > 0 \]

Conclude

Why: Bending upward, so the tangent is below.

Check

Why: Estimate 1.1 against true 1.10408.

Figure (svg): The solution to Worked example the other direction shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ f'' > 0 \;\Longrightarrow\; \text{the estimate undershoots} \]

Verify: test the claim that the direction is the same on both sides

Why: Estimating at x equal to 0.98 gives 1 minus 0.1, or 0.9, while the true value is 0.90392 — again an underestimate, on the other side of the anchor. The direction depends on the concavity rather than on which way the step goes, which is what makes it a reliable rule. Chapter 4's Section 4.5 will develop concavity properly; here only its sign is needed.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 314-314

31. Trap: assuming the error direction depends on the step's sign

Trap

The trap

\[ \text{stepping right undershoots, so stepping left must overshoot} \]

Assume the error flips with the direction of the step

Why: The student expects symmetry about the anchor.

For the fifth power, estimates at 1.02 and at 0.98 are BOTH too low. The direction did not flip.

The fix

\[ f'' > 0 \;\Longrightarrow\; \text{the curve is above its tangent on BOTH sides} \]

Read the direction from the concavity alone

Why: A curve bending upward lies above its tangent everywhere near the point, left and right alike.

The picture makes it obvious once seen: a tangent to a bowl-shaped curve touches at one point and lies beneath it in both directions. Only at an inflection point, where the concavity changes, does the tangent cross the curve — and Section 4.5 is where those are hunted.

32. Find the second derivative's sign

Fill the middle

The square root, differentiated twice.

Fill in the blanks

f'(x) = \tfrac12 x^-3/2 \;\Longrightarrow\; f''(x) = -\tfrac14 x^___}

Why: Negative one half minus one is negative three halves, and the coefficient picks up a minus. The result is negative for every positive x, so the square root bends downward and its tangent lies above it.

33. One of these claims is false

Two truths and a lie

All three are about the error's direction.

Eliminate the wrong options

Two of these are true. Knock those out and keep the false one.

  • A. A curve bending upward lies above its tangents
  • C. The direction of the error can be predicted before the true value is known
  • B. Stepping left instead of right reverses the error's direction

Survives elimination: B

Why: The survivor is the false one. Concavity is a property of the curve, not of the direction of travel, so a bowl-shaped curve lies above its tangent on both sides and every linear estimate from that point undershoots. Testing the fifth power at 0.98 and 1.02 confirms it: both estimates are low.

34. Why is knowing the direction useful?

Prediction

Commit before reasoning.

Predict first

An engineer estimates a load-bearing capacity linearly and knows the function bends downward. What follows?

  • Nothing useful
  • The estimate is too high, so the true capacity is lower and the margin must be widened
  • The estimate is too low, so there is spare capacity
  • The estimate is exact

Correct: The estimate is too high, so the true capacity is lower than computed.

\[ f'' < 0 \;\Longrightarrow\; L(x) > f(x) \text{ near } a \]

Why: A downward-bending function lies below its tangent, so the linear estimate overstates it — and in a safety calculation that is exactly the dangerous direction. Knowing the sign of the error without knowing its size is often decisive: it tells you whether the approximation is conservative or optimistic. That is why the second derivative's sign is worth the ten seconds it costs, even when no error bound is computed.

35. How the error grows

Section

Section 4

36. Second order in the step

Concept

The error in a linear approximation is roughly proportional to the square of the step. Halving the step quarters the error, which is why these estimates are excellent nearby and worthless far away.

second-order error — The gap between a function and its linearization is approximately half the second derivative times the square of the step. Because the step is squared, small steps give disproportionately small errors.

\[ f(x) - L(x) \approx \tfrac{1}{2}f''(a)(x-a)^{2} \]

The quadratic growth explains both the method's power and its limits. A step of a hundredth gives an error of order a ten-thousandth; a step of ten gives an error of order a hundred.

Figure (svg): The error growing with the square of the step, tabulated

The error is second order in the step, which is why the approximation is excellent for small steps and useless for large ones.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 313-315 — the accuracy of linear approximation

37. Quartering with each halving

Picture it

The error tabulated against the step.

Figure (svg): The error growing with the square of the step, tabulated

The error is second order in the step, which is why the approximation is excellent for small steps and useless for large ones.

Each row's step is a fifth or a half of the previous one and the error falls by the square of that factor. For the squaring function the relationship is exact rather than approximate.

38. Worked example: the error's growth measured

Worked example

Example 4.11. Tabulate and read the pattern.

\[ \text{For } f(x)=x^{2} \text{ at } a=2, \text{ compute the error for } dx = 1, 0.5, 0.1. \]

Compute the differential in general

Why: Slope times step.

\[ \,dy = 4 \,dx \]

Compute the true change in general

Why: Expand.

\[ (2 + \,dx) ^{2} - 4 = 4 \,dx + (\,dx) ^{2} \]

Subtract

Why: The difference.

\[ \text{error } = (\,dx) ^{2} \]

Tabulate

Why: Three steps.

\[ 1, 0.25, 0.01 \]

Read the pattern

Why: The square of the step, exactly.

Figure (svg): The solution to Worked example the error's growth measured shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \Delta y - dy = (dx)^{2} \]

Verify: compare with the general second-order formula

Why: The general estimate says the error is about half the second derivative times the step squared. Here the second derivative is 2, so half of it is 1, and the predicted error is exactly the step squared — matching the exact computation. For the squaring function the formula is exact because the third and higher derivatives vanish; for other functions it is an approximation that improves as the step shrinks.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 314-315

39. Scale the error

Fill the middle

For the squaring function, where the error is exactly the square of the step.

Fill in the blanks

\text0.0001 0.1 \Rightarrow \text___ 0.01; \quad \text___ 0.01 \Rightarrow \text___ ___

Why: The error is the square of the step, so a tenfold smaller step gives a hundredfold smaller error. That quadratic improvement is what makes linear approximation so effective at short range.

40. Worked example: judging whether an estimate is trustworthy

Worked example

Checkpoint 4.11. Bound the error before relying on it.

\[ \text{Estimate } \sqrt{10} \text{ and bound the error using the second derivative.} \]

Write the second derivative

Why: From the earlier computation.

\[ f''(x) = -(\frac{1}{4}) x ^{-\frac{3}{2}} \]

Bound its size on the interval

Why: Largest in magnitude at the left end.

\[ | f'' | \le \frac{1}{108}\text{ on } [9, 10] \]

Apply the second-order bound

Why: Half the bound times the step squared.

\[ \text{error } \le(\frac{1}{2}) (\frac{1}{108}) (1) \]

Evaluate

Why: About 0.0046.

\[ \text{at most } 0.005 \]

Compare with the actual error

Why: 0.0044.

Figure (svg): The solution to Worked example judging whether an estimate is trustworthy shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ |\text{error}| \le \tfrac12\cdot\tfrac{1}{108}\cdot 1 \approx 0.0046 \]

Verify: check the bound is honest rather than lucky

Why: The actual error, 0.0044, is just under the bound of 0.0046, so the bound is tight but valid. It was obtained without knowing the true value — only from the second derivative's size on the interval — which is what makes it useful in practice. Note that the bound needed the maximum of the second derivative's magnitude over the whole interval, not just at the anchor, since the curve bends throughout the step.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 315-315

41. Find the error: assuming the error grows linearly

Error analysis

A student reasons about how a linear estimate degrades.

Annotate

On: \( \text{step } 0.1 \text{ gives error } 0.01, \text{ so step } 1 \text{ gives error } 0.1 \)

  • The first figure is correct for the squaring function at a = 2.
  • But the reasoning scales the error linearly with the step.
  • The error is SECOND order, so a tenfold larger step gives a hundredfold larger error.
  • The actual error at step 1 is 1, not 0.1.

The quadratic growth is what makes these approximations both powerful and dangerous. Small steps are far better than linear reasoning suggests, and large steps are far worse.

42. Is the estimate trustworthy?

Sorting

Judge by the step size and the curvature.

Sort into buckets

Sort each situation.

Exact
any step on a linear function
Reliable
step 0.01 on a gently curving function; step 0.1 on a gently curving function
Unreliable
step 5 on a sharply curving function; step 3 near a vertical asymptote
exact
A line IS its own tangent, so the second derivative is zero and there is no error at all.
good
The step is short and the curvature mild, so the second-order error term is tiny.
poor
Either the step is long or the second derivative is large, and the error scales with the product of the curvature and the square of the step.

The linear case is worth dwelling on: with a zero second derivative the error term vanishes identically, so the approximation is exact for any step whatever. Everything else is a matter of how much bending happens over the interval.

43. One of these claims is false

Two truths and a lie

All three are about the error.

Eliminate the wrong options

Two of these are true. Knock those out and keep the false one.

  • A. Halving the step quarters the error
  • C. For a linear function the approximation is exact
  • B. The error is proportional to the step

Survives elimination: B

Why: The survivor is the false one, and it badly misjudges the method in both directions. The error is proportional to the SQUARE of the step, so short steps are far better than linear reasoning predicts and long steps far worse. For the squaring function the error is exactly the step squared, which makes the pattern easy to verify.

44. Where does the squared step come from?

Prediction

Commit before reasoning.

Predict first

Why is the error second order rather than first order in the step?

  • An empirical observation
  • Because the tangent already matches the function's value and slope, so the first thing left over involves the second derivative
  • Because functions are usually quadratic
  • Because of rounding

Correct: Because the tangent already matches both the value and the slope, so the leading leftover involves the second derivative.

\[ f(x) = f(a) + f'(a)(x-a) + \tfrac12 f''(c)(x-a)^{2} \]

Why: The linearization is built to agree with f in value and in first derivative at the anchor, so those two contributions cancel exactly. The first surviving discrepancy comes from the second derivative, and it enters multiplied by the square of the step. This is the first term of a Taylor expansion, and it explains both why the method works so well nearby and why a quadratic approximation would do better still.

45. Relative error and propagation

Section

Section 5

46. Errors in measurements magnify through formulas

Concept

A measured quantity carries an error, and computing with it propagates that error. The differential converts a small measurement error into the resulting error in the computed quantity, and relative errors magnify by the exponent involved.

relative and percentage error — The relative error is the absolute error divided by the quantity, and the percentage error is that times a hundred. Relative errors are what compare across scales, since an absolute error means nothing without a size to compare it with.

\[ \frac{dV}{V} = 3\frac{dr}{r} \quad \text{for a sphere} \]

The magnification by the exponent is the practical headline. A one percent error in a measured radius becomes a three percent error in the computed volume, because the volume depends on the cube.

Figure (svg): Absolute against relative error, showing why the second is usually what matters

Absolute error alone says nothing about whether a measurement is good, which is why science reports the relative kind.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 315-316 — calculating the amount of error

47. The same error, two scales

Picture it

One centimetre, on a rod and on a road.

Figure (svg): Absolute against relative error, showing why the second is usually what matters

Absolute error alone says nothing about whether a measurement is good, which is why science reports the relative kind.

The absolute error is identical and the two situations are not comparable at all. Only the relative error distinguishes a ruinous measurement from a negligible one.

48. Worked example: propagating a measurement error

Worked example

Example 4.12. The differential does the propagation.

\[ \text{A sphere's radius is measured as } 10 \text{ cm with a possible error of } 0.1 \text{ cm. Bound the error in the computed volume.} \]

Write the volume relation

Why: The sphere.

\[ V = (\frac{4}{3}) \pi r ^{3} \]

Take the differential

Why: The chain rule factor is the surface area.

Substitute the measured values

Why: Radius 10, error 0.1.

Evaluate

Why: About 125.7.

Express as a relative error

Why: Divide by the volume.

Figure (svg): How a measurement error in a radius propagates into the volume, magnified by the power

The exponent becomes the magnification factor, which is why volumes computed from measured lengths are so sensitive.

\[ dV = 40\pi \approx 126 \text{ cm}^{3}, \quad \frac{dV}{V} = 3\% \]

Verify: check the relative error against the exponent rule

Why: The radius carries a 1 percent error and the volume a 3 percent one — exactly three times, because the volume depends on the cube of the radius. That relationship comes straight from differentiating: the exponent 3 comes down and becomes the magnification factor. The absolute figure of 126 cubic centimetres sounds large but is only 3 percent of a volume of about 4189, which is why the relative form is the more informative one.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 315-316

49. Propagate the relative error

Fill the middle

A sphere, whose volume depends on the cube of the radius.

Fill in the blanks

\frac3___ = ___\,\frac______

Why: The exponent 3 becomes the magnification factor, so a 1 percent error in the radius gives a 3 percent error in the volume. The same happens for any power: the exponent is the multiplier.

50. Worked example: working backwards from a tolerance

Worked example

Checkpoint 4.12. How precisely must you measure?

\[ \text{How accurately must a sphere's radius be measured for the volume to be within } 1\%? \]

Write the relative error relation

Why: From the propagation rule.

Substitute the required tolerance

Why: One percent on the volume.

\[ 0.01 = 3(\,dr / r) \]

Solve for the radius's relative error

Why: Divide by 3.

\[ \,dr / r = \frac{1}{300} \]

Express as a percentage

Why: About a third of a percent.

\[ 0.33 \% \]

Interpret for a 10 cm sphere

Why: Multiply by the radius.

\[ \text{within } 0.033 \text{cm} \]

Figure (svg): The solution to Worked example working backwards from a tolerance shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \frac{dr}{r} = \frac{1}{300} \approx 0.33\% \]

Verify: notice the direction of the demand

Why: The tolerance on the radius is three times TIGHTER than the tolerance on the volume, because errors are magnified going forwards and so must be shrunk going backwards. This is the practically important direction: a specification on a computed quantity translates into a much stricter demand on the measured one. For a cube, where volume also goes as the third power, the same factor of three applies.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 316-316

51. Trap: reporting an absolute error with no scale

Trap

The trap

\[ dV = 126 \text{ cm}^{3} \]

Report the absolute error alone

Why: The student gives the figure without context.

Is that a serious error? The number alone cannot say — it depends entirely on how large the volume is.

The fix

\[ dV = 126 \text{ cm}^{3}, \quad \frac{dV}{V} = 3\% \]

Report the relative error alongside the absolute one

Why: Only the relative figure is comparable across scales.

A 126 cubic centimetre error is 3 percent of this sphere and would be a millionth of a percent of a swimming pool. Scientific work reports relative or percentage error for exactly this reason, and a specification is almost always stated that way too.

52. Quantity to its error magnification

Matching

The exponent is the factor.

Match the pairs

  • l1. perimeter, from a side
  • l2. area, from a side
  • l3. volume, from a side
  • l4. side, from a volume
  • r1. same relative error
  • r2. doubled
  • r3. tripled
  • r4. one third

Why: The last row runs the propagation backwards, and the factor inverts: computing a side from a measured volume divides the relative error by three. That is why a volume measurement can give a surprisingly precise length even when the volume itself is roughly known.

53. Absolute or relative?

Sorting

Which figure answers the question asked?

Sort into buckets

Sort each statement.

Absolute
the volume error is 126 cm^3; the radius is 10 +- 0.1 cm; the rod is 1 cm too long
Relative
the volume error is 3 percent; the measurement is accurate to 1 percent
abs
An amount in the quantity's own units, which means nothing without knowing the size involved.
rel
A proportion of the quantity, which compares meaningfully across any scale.

Specifications are almost always relative and raw measurements almost always absolute, so converting between them is routine work. The conversion is a single division, and forgetting to do it is what makes an error figure uninterpretable.

54. How tight must the input be?

Prediction

Commit before reasoning.

Predict first

You need a computed volume accurate to 2 percent. How accurately must the radius be measured?

  • 2 percent
  • About 0.67 percent, since errors are tripled going forward
  • 6 percent
  • It cannot be determined

Correct: About 0.67 percent — the tolerance tightens by a factor of three.

\[ \frac{dV}{V} = 3\frac{dr}{r} = 0.02 \;\Longrightarrow\; \frac{dr}{r} = 0.0067 \]

Why: Since the volume's relative error is three times the radius's, the radius's must be a third of the target, which is 2 over 3 percent. The demand on the input is always stricter than the specification on the output when a power is involved, and by exactly the exponent's factor. Six percent goes the wrong way entirely and would give an 18 percent volume error.

55. The pieces, and what each does

Comparison

Fill the blanks. Every row is a different reading of the same tangent line.

Comparison matrix

ObjectWhat it isWhat it is used for
L(x)the tangent line as a functionapproximating f(x) near a
dythe rise along the tangent over a step dxestimating the change in f
delta ythe actual change in fthe truth that dy approximates
f''the bendingthe direction and size of the error

The last row is what turns an estimate into a usable one. Without it you have a number; with it you have a number, a direction of error and a bound.

56. The procedure, in order

Pattern

Given a value to approximate or an error to propagate.

  1. Identify the function and the target, and choose the nearest anchor at which the value and derivative are easy.
  2. Compute the value and the derivative at that anchor.
  3. Write the linearization, or the differential if a change rather than a value is wanted, and evaluate.
  4. Determine the sign of the second derivative to say whether the estimate overshoots or undershoots.
  5. Convert an absolute error to a relative or percentage one, and remember that a power magnifies the relative error by its exponent.

Step one dominates the accuracy, since the error grows with the square of the step. Step four costs one differentiation and turns a bare estimate into one whose error direction is known.

Stewart, Calculus: Early Transcendentals 8e, §3.10 Linear Approximations and Differentials §3.10, pp. 251-258

57. Check yourself 1 of 3

Check

The linearization. Anchor nearby.

Check your understanding

Estimate sqrt(10) using a linear approximation at a = 9.

  • A. About 3.1667 (correct)
  • B. About 3.1623
  • C. 3.5
  • D. About 3.05

Answer: A

Why: L(x) = 3 + (1/6)(x - 9), so L(10) = 3 + 1/6.

Why B tempts people
This is the true value, not the linear estimate. The estimate is slightly higher.
Why C tempts people
This anchors at 4 instead of 9, giving a step six times longer and a far worse estimate.
Why D tempts people
The derivative was taken as 1/12 rather than 1/6, halving the correction.

58. Check yourself 2 of 3

Check

Differential against actual change.

Check your understanding

For y = x^2 at x = 2 with dx = 1, what are dy and delta y?

  • A. dy = 4 and delta y = 5 (correct)
  • B. both equal 4
  • C. both equal 5
  • D. dy = 5 and delta y = 4

Answer: A

Why: The differential is the slope 4 times the step 1; the true change is 9 - 4 = 5.

Why B tempts people
The true change was taken as the differential. They agree only in the limit.
Why C tempts people
The differential was taken as the true change. It travels along the tangent, not the curve.
Why D tempts people
The two are swapped. The differential is the smaller here, since the parabola bends upward.

59. Check yourself 3 of 3

Check

Propagation. The exponent magnifies.

Check your understanding

A sphere's radius carries a 1 percent error. What is the relative error in the volume?

  • A. 3 percent (correct)
  • B. 1 percent
  • C. 1/3 percent
  • D. It depends on the radius

Answer: A

Why: dV/V = 3 dr/r, because the volume depends on the cube of the radius.

Why B tempts people
Relative errors are magnified by the exponent, not carried across unchanged.
Why C tempts people
This is the backwards direction: computing a radius FROM a volume divides the error by three.
Why D tempts people
The relative error is independent of the radius, which is exactly what makes the relative form useful.

60. Where this shows up outside the textbook

Real world

A surveyor measures the angle of elevation to the top of a tower as 32 degrees, standing 100 metres away. The angle is accurate to plus or minus half a degree, and the horizontal distance is exact.

Discussion prompt

Compute the tower's height, propagate the angular error into a height error, and say whether measuring from further away would help.

Hint: Height is 100 times the tangent of the angle, and the error propagates through the derivative of tangent.

Answer:

\[ h = 100\tan\theta \;\Longrightarrow\; h(32^\circ) = 100\tan(0.5585) \approx 62.5 \text{ m} \]

The differential propagates the angular error, and the angle must be in radians for the derivative to be right:

\[ dh = 100\sec^{2}\theta\,d\theta, \qquad d\theta = 0.5^\circ = 0.00873 \text{ rad} \]

\[ dh = 100(1.390)(0.00873) \approx 1.21 \text{ m} \]

So the height is 62.5 plus or minus 1.2 metres, a relative error of about 1.9 percent — from an angular error of only half a degree. The secant squared factor is what magnifies it.

Measuring from further away makes it worse, not better. At 200 metres the angle would be about 17.4 degrees, where secant squared is smaller — but the distance factor of 200 more than compensates, and the height error rises to about 1.9 metres. The angle shrinks faster than the sensitivity falls.

The general lesson is the one from the sphere: an error in a measured quantity is magnified by the derivative of whatever is computed from it, and the magnification can be large. Here it is the trigonometry rather than an exponent, but the mechanism is identical.

61. How sure are you?

Commit first

Answer, then rate your confidence honestly.

Predict first

A linear estimate is made of a function that bends upward. What can you say about it?

  • It is too high
  • It is too low, since the curve lies above its tangent
  • It is exact
  • Nothing without computing the true value

Correct: It is too low — the curve lies above its tangent.

\[ f'' > 0 \;\Longrightarrow\; f(x) > L(x) \text{ for } x \ne a \text{ nearby} \]

Why: A positive second derivative means the graph is bowl-shaped, and a tangent to a bowl touches at one point and runs beneath it on both sides. So every linear estimate from that point undershoots, whichever direction you step. Knowing this requires only the sign of the second derivative and not the true value, which is precisely what makes it useful in an application where the true value is unknown.

62. Explain it to someone a year behind you

Explain it

They think a linear approximation is just a rough guess and cannot see why anyone would trust it.

Discussion prompt

In four sentences or fewer, show them why the estimate is better than they expect.

Hint: Have them halve the step and watch the error.

Answer:

Ask them to estimate the square of 2.1 from the tangent at 2: they get 4.4, and the true value is 4.41, so the error is 0.01. Now try 2.01: the estimate is 4.04 and the truth is 4.0401, an error of 0.0001.

The step shrank by a factor of ten and the error by a factor of a hundred, because the error is proportional to the SQUARE of the step. That is why these estimates are trustworthy close in and worthless far out — and why the whole method is about choosing an anchor near the target.

63. Exit ticket

Exit ticket

Name the weakest spot before you close the deck.

Predict first

Which of these would you least want handed to you cold?

  • Choosing a good anchor point
  • Telling dy from delta y
  • Predicting the error's direction from concavity
  • Propagating a relative error through a formula

Correct: Whichever you picked is tonight's ten minutes, and each has a one-line fix.

Why: For anchors, take the nearest input where the value is easy — closeness beats convenience because the error is quadratic. For dy and delta y, remember one travels along the tangent and the other along the curve. For direction, compute the second derivative's sign and read it as bowl or dome. For propagation, remember the exponent is the magnification factor. Do five of your chosen kind rather than twenty mixed ones.

64. Draw the lesson on one page

Connect it up

Paper. Fifteen minutes.

Draw it

At the top, draw the square root curve near x equal to 9 with its tangent, mark the point of contact, the true value at 10 and the estimate at 10, and label the gap between them. Write the linearization formula beside it with each of its three pieces labelled. Below, draw the parabola at x equal to 2 with a step of one, marking dx, dy and the true change, and write the numerical values of all three. Beneath that, tabulate the error for steps of 1, 0.5 and 0.1 and write one sentence saying how the error scales. In the lower half, draw two small pictures side by side of a bowl-shaped and a dome-shaped curve, each with a tangent, and write which way the estimate errs in each case. At the bottom, take a sphere of radius 10 with a measurement error of 0.1, compute the volume error both absolutely and as a percentage, and write the relation between the two relative errors with the exponent circled. In a margin, write the second-order error formula.

If your error table does not fall by a factor of a hundred between the steps of 1 and 0.1, recheck it — that hundredfold drop from a tenfold shorter step is the whole reason the method is worth having.

65. What you can do now

Recap

Five things, and together they turn a tangent line into a working tool.

If you seeThen
A value to approximateAnchor at the nearest easy point
f'' > 0The estimate undershoots
f'' < 0The estimate overshoots
A step ten times shorterAn error a hundred times smaller
A linear functionThe approximation is exact
An absolute error aloneConvert it to relative before judging it
A quantity raised to a powerThe relative error is multiplied by the exponent

Section 4.3 changes the question. Instead of asking what a function does near one point, it asks where a function attains its largest and smallest values — and the answer turns out to depend on exactly the points where the derivative vanishes or fails to exist.

OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials §4.2, pp. 308-316 — everything on these slides traces back here

Sources

  1. OpenStax Calculus Volume 1, §4.2 Linear Approximations and Differentials — Strang & Herman, OpenStax / Rice University, CC BY-NC-SA 4.0, pp. 308-316
  2. Stewart, Calculus: Early Transcendentals 8e, §3.10 Linear Approximations and Differentials — James Stewart, Cengage Learning, 2016, pp. 251-258

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