Derivatives and Their Applications

Master differentiation for IB Maths AA SL. Covers power rule, chain rule, product/quotient rule, tangent lines, optimisation, and curve sketching.

Differentiation is one of the most powerful tools in mathematics, and it forms a major part of the IB Mathematics Analysis and Approaches course. At its heart, the derivative measures the rate of change of a function — how quickly one quantity changes relative to another.

In IB Mathematics AA SL, you need to master the rules of differentiation (power rule, chain rule, product and quotient rules) and apply them to practical problems: finding equations of tangent and normal lines, optimising quantities, and analysing the behaviour of curves. These topics are heavily tested in both Paper 1 (non-calculator) and Paper 2 (calculator).

Your IB formula booklet contains the standard derivatives and differentiation rules. This guide will help you understand when and how to use them effectively, with an emphasis on the conceptual understanding that the IB rewards.

Core Concepts

The Derivative as a Rate of Change

The derivative of f(x)f(x) with respect to xx is written as f(x)f'(x) or dydx\frac{dy}{dx}. Geometrically, f(a)f'(a) gives the gradient of the tangent line to the curve y=f(x)y = f(x) at the point where x=ax = a.

If f(a)>0f'(a) > 0, the function is increasing at x=ax = a. If f(a)<0f'(a) < 0, the function is decreasing. If f(a)=0f'(a) = 0, the tangent is horizontal — this is a stationary point.

The Power Rule

The most fundamental differentiation rule:

If f(x)=xn, then f(x)=nxn1\text{If } f(x) = x^n, \text{ then } f'(x) = nx^{n-1}

This works for any real exponent nn, including negative and fractional values:

  • f(x)=x3f(x)=3x2f(x) = x^3 \Rightarrow f'(x) = 3x^2
  • f(x)=x1=1xf(x)=x2=1x2f(x) = x^{-1} = \frac{1}{x} \Rightarrow f'(x) = -x^{-2} = -\frac{1}{x^2}
  • f(x)=x1/2=xf(x)=12x1/2=12xf(x) = x^{1/2} = \sqrt{x} \Rightarrow f'(x) = \frac{1}{2}x^{-1/2} = \frac{1}{2\sqrt{x}}

Constants differentiate to zero: if f(x)=cf(x) = c, then f(x)=0f'(x) = 0.

The Chain Rule

Used to differentiate composite functions f(g(x))f(g(x)):

ddx[f(g(x))]=f(g(x))g(x)\frac{d}{dx}[f(g(x))] = f'(g(x)) \cdot g'(x)

Informally: "differentiate the outer function, keep the inner function unchanged, then multiply by the derivative of the inner function."

Example: y=(3x+1)5y = (3x + 1)^5

Let u=3x+1u = 3x + 1, so y=u5y = u^5.

dydx=5u43=15(3x+1)4\frac{dy}{dx} = 5u^4 \cdot 3 = 15(3x+1)^4

The Product Rule

Used when differentiating a product of two functions y=u(x)v(x)y = u(x) \cdot v(x):

ddx[uv]=uv+uv\frac{d}{dx}[uv] = u'v + uv'

Remember: differentiate each factor in turn while keeping the other unchanged, then add.

Example: y=x2sinxy = x^2 \sin x

Let u=x2u = x^2 and v=sinxv = \sin x.

dydx=2xsinx+x2cosx\frac{dy}{dx} = 2x \sin x + x^2 \cos x

The Quotient Rule

Used when differentiating a quotient y=u(x)v(x)y = \frac{u(x)}{v(x)}:

ddx[uv]=uvuvv2\frac{d}{dx}\left[\frac{u}{v}\right] = \frac{u'v - uv'}{v^2}

This is in your formula booklet. A useful mnemonic: "low d-high minus high d-low, over the square of what's below."

Derivatives of Standard Functions

From your IB formula booklet (these must be recognised, not memorised from scratch):

f(x)f(x) f(x)f'(x)
sinx\sin x cosx\cos x
cosx\cos x sinx-\sin x
tanx\tan x sec2x=1cos2x\sec^2 x = \frac{1}{\cos^2 x}
exe^x exe^x
lnx\ln x 1x\frac{1}{x}
axa^x axlnaa^x \ln a

Tangent and Normal Lines

At a point (a,f(a))(a, f(a)):

  • The tangent line has gradient m=f(a)m = f'(a) and equation yf(a)=f(a)(xa)y - f(a) = f'(a)(x - a)
  • The normal line is perpendicular to the tangent, so its gradient is mn=1f(a)m_n = -\frac{1}{f'(a)} (provided f(a)0f'(a) \neq 0)

Stationary Points and Classification

Stationary points occur where f(x)=0f'(x) = 0. To classify them:

First derivative test: Check the sign of f(x)f'(x) just before and after the stationary point.

  • ff' changes from ++ to -: local maximum
  • ff' changes from - to ++: local minimum
  • ff' does not change sign: point of inflection (horizontal)

Second derivative test: Find f(x)f''(x) at the stationary point.

  • f(a)<0f''(a) < 0: local maximum (concave down)
  • f(a)>0f''(a) > 0: local minimum (concave up)
  • f(a)=0f''(a) = 0: test is inconclusive — use the first derivative test instead

Optimisation

Optimisation problems ask you to find the maximum or minimum value of a quantity. The general approach:

  1. Define variables and write the quantity to optimise as a function of one variable
  2. Differentiate and set the derivative equal to zero
  3. Solve for the critical value
  4. Verify it is a maximum or minimum (using the second derivative or reasoning)
  5. Answer the question in context

Often you need to use a constraint equation to eliminate one variable before differentiating.

Strategy Tips

Tip 1: Rewrite Before Differentiating

Before applying the power rule, rewrite expressions in index form: 1x2=x2\frac{1}{x^2} = x^{-2}, x3=x1/3\sqrt[3]{x} = x^{1/3}, 5x=5x1/2\frac{5}{\sqrt{x}} = 5x^{-1/2}. This makes the power rule straightforward to apply.

Tip 2: Show the Rule You Are Using

In IB exams, examiners look for evidence that you know which rule to apply. Write "using the chain rule" or "by the product rule" — this earns method marks even if your arithmetic has a small error.

Tip 3: Use the Second Derivative for Classification

The second derivative test is usually quicker than the first derivative test. Compute ff'' at the stationary point: if it is negative, you have a maximum; if positive, a minimum. Only resort to the sign-change test if f=0f'' = 0.

Tip 4: Verify Optimisation Answers with Your GDC

After solving an optimisation problem algebraically, graph the function on your GDC and use the maximum/minimum feature to confirm your answer. This catches errors and takes only seconds.

Tip 5: Read Optimisation Questions Carefully

Make sure you answer what is asked. If the question asks for the minimum cost, don't stop after finding the value of xx — substitute back to find the actual cost.

Worked Example: Example 1

Problem

Differentiate f(x)=3x42x3+5x7f(x) = 3x^4 - 2x^3 + 5x - 7.

Solution

Applying the power rule term by term:

f(x)=12x36x2+5f'(x) = 12x^3 - 6x^2 + 5

Worked Example: Example 2

Problem

Find the equation of the tangent to y=x32x+1y = x^3 - 2x + 1 at the point where x=2x = 2.

Solution

First, find the yy-coordinate: y=84+1=5y = 8 - 4 + 1 = 5. So the point is (2,5)(2, 5).

Next, differentiate: dydx=3x22\frac{dy}{dx} = 3x^2 - 2.

At x=2x = 2: m=3(4)2=10m = 3(4) - 2 = 10.

Tangent equation: y5=10(x2)y - 5 = 10(x - 2), which gives y=10x15y = 10x - 15.

Worked Example: Example 3

Problem

Find and classify the stationary points of f(x)=x33x29x+5f(x) = x^3 - 3x^2 - 9x + 5.

Solution

f(x)=3x26x9=3(x22x3)=3(x3)(x+1)f'(x) = 3x^2 - 6x - 9 = 3(x^2 - 2x - 3) = 3(x-3)(x+1)

Setting f(x)=0f'(x) = 0: x=3x = 3 or x=1x = -1.

f(x)=6x6f''(x) = 6x - 6

At x=3x = 3: f(3)=12>0f''(3) = 12 > 0local minimum. f(3)=272727+5=22f(3) = 27 - 27 - 27 + 5 = -22.

At x=1x = -1: f(1)=12<0f''(-1) = -12 < 0local maximum. f(1)=13+9+5=10f(-1) = -1 - 3 + 9 + 5 = 10.

Stationary points: local maximum at (1,10)(-1, 10) and local minimum at (3,22)(3, -22).

Worked Example: Example 4

Problem

A farmer has 200 metres of fencing and wants to enclose a rectangular area against a straight river (no fencing needed along the river). Find the dimensions that maximise the enclosed area.

Solution

Let the side perpendicular to the river be xx metres and the side parallel to the river be yy metres.

Constraint: 2x+y=2002x + y = 200, so y=2002xy = 200 - 2x.

Area: A=xy=x(2002x)=200x2x2A = xy = x(200 - 2x) = 200x - 2x^2

Differentiate: dAdx=2004x\frac{dA}{dx} = 200 - 4x

Set dAdx=0\frac{dA}{dx} = 0: 2004x=0200 - 4x = 0, so x=50x = 50.

Second derivative: d2Adx2=4<0\frac{d^2A}{dx^2} = -4 < 0, confirming a maximum.

Dimensions: x=50x = 50 m, y=200100=100y = 200 - 100 = 100 m. Maximum area =50×100=5000= 50 \times 100 = 5000 m².

Worked Example: Example 5

Problem

Differentiate y=(2x2+1)4y = (2x^2 + 1)^4 using the chain rule.

Solution

Let u=2x2+1u = 2x^2 + 1, so y=u4y = u^4.

dydu=4u3=4(2x2+1)3\frac{dy}{du} = 4u^3 = 4(2x^2+1)^3

dudx=4x\frac{du}{dx} = 4x

By the chain rule: dydx=4(2x2+1)34x=16x(2x2+1)3\frac{dy}{dx} = 4(2x^2+1)^3 \cdot 4x = 16x(2x^2+1)^3

Practice Problems

  1. Problem 1

    Differentiate f(x)=5x32x+3xf(x) = 5x^3 - \frac{2}{x} + 3\sqrt{x}. (Hint: rewrite in index form first.)

    Problem 2

    Find the equation of the normal to y=ln(2x+1)y = \ln(2x+1) at the point where x=0x = 0.

    Problem 3

    The curve y=ax2+bx+cy = ax^2 + bx + c has a stationary point at (1,4)(1, 4) and passes through the origin. Find the values of aa, bb, and cc.

    Problem 4

    A closed cylindrical can has a total surface area of 600π600\pi cm². Find the radius and height that maximise the volume.

    Problem 5

    Use the product rule to differentiate y=x2e3xy = x^2 e^{3x}, and find the values of xx for which dydx=0\frac{dy}{dx} = 0.

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Common Mistakes

  • Forgetting the chain rule. The derivative of (3x+1)5(3x+1)^5 is NOT 5(3x+1)45(3x+1)^4. You must multiply by the derivative of the inner function: 15(3x+1)415(3x+1)^4. Always ask: "Is there a function inside another function?"

  • Not simplifying before differentiating. Expressions like x3+2xx\frac{x^3 + 2x}{x} should be simplified to x2+2x^2 + 2 before differentiating, rather than using the quotient rule unnecessarily.

  • Confusing stationary points with roots. f(x)=0f'(x) = 0 gives the xx-values of stationary points, not the xx-intercepts of ff. Students sometimes set f(x)=0f(x) = 0 when they should be setting f(x)=0f'(x) = 0.

  • Stopping too early in optimisation. After finding the critical xx-value, you must substitute back to find the quantity being optimised and verify it is indeed a maximum or minimum.

  • Sign errors in the quotient rule. The quotient rule has a subtraction: uvuvu'v - uv' (not uvuvuv' - u'v). Getting this backwards gives the wrong sign. The mnemonic "low d-high minus high d-low" can help.

  • Not checking the domain. In optimisation, ensure your answer lies within the feasible domain. For physical problems, xx must usually be positive.

Frequently Asked Questions

When should I use the chain rule vs the product rule?

Use the chain rule when one function is inside another (composition), e.g., sin(3x2)\sin(3x^2) or (x+1)5(x+1)^5. Use the product rule when two functions are multiplied together, e.g., x2sinxx^2 \sin x. Sometimes you need both in the same problem.

Do I need to know the proof of the derivative rules?

At SL, you do not need to prove the rules from first principles. However, understanding the concept of the derivative as a limit (f(x)=limh0f(x+h)f(x)hf'(x) = \lim_{h \to 0} \frac{f(x+h)-f(x)}{h}) is expected and occasionally tested.

How do I differentiate $e^{kx}$?

Using the chain rule: ddx[ekx]=kekx\frac{d}{dx}[e^{kx}] = ke^{kx}. The derivative of exe^x is itself, and the chain rule introduces the factor kk.

What is the difference between a local and global maximum?

A local maximum is the highest point in a neighbourhood — the function is higher there than at nearby points. A global (absolute) maximum is the highest point on the entire domain. In optimisation, check endpoints of the domain as well as stationary points.

Can I use my GDC to find derivatives in the exam?

On Paper 2 (calculator paper), you can use your GDC to evaluate derivatives at specific points and to find zeros of f(x)f'(x). However, you should still show your working for full marks. On Paper 1, no calculator is allowed.

Key Takeaways

  • The derivative measures the rate of change. f(a)f'(a) gives the gradient of the tangent at x=ax = a and tells you whether the function is increasing or decreasing.

  • Master the differentiation rules. Power rule for polynomials, chain rule for compositions, product rule for products, quotient rule for fractions. Know which to use and when.

  • Stationary points occur where f(x)=0f'(x) = 0. Classify using the second derivative test: f<0f'' < 0 means maximum, f>0f'' > 0 means minimum.

  • Optimisation follows a clear process. Define variables, write a single-variable function, differentiate, solve, classify, and interpret in context.

  • Rewrite before differentiating. Convert roots, fractions, and reciprocals to index form before applying the power rule.

  • Show your method clearly. Name the rules you use, show intermediate steps, and verify your answers using your GDC where permitted.

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