Chain Rule and u-Substitution: Example with y = \ln(x^4 + 2)

Infinity, limits, and motivation

  • Infinitely many infinitely thin rectangles: a way people visualize area under a curve. The idea leads to limits and integration concepts.

  • The statement Infinity times zero is undefined: \infty \cdot 0 is not a well-defined number; a formal treatment uses limits instead.

  • The goal is to formalize how to handle limits and inner-outer function relationships when differentiating or integrating.

  • Acknowledgement of a transition to working with x and y explicitly, and the introduction of an intermediate variable (u) to simplify the process.

Chain rule refresher and the role of an intermediate variable (u)

  • There are many notations for derivatives and several ways to write the chain rule; the common intuition is that the chain rule looks like fractional cancellation, but it is not cancelling fractions—it's a product of derivatives.

  • The chain rule can be written as:

    • \frac{dy}{dx} = \frac{dy}{du} \cdot \frac{du}{dx}

  • The idea is to introduce an intermediate variable u to simplify the derivative when y is a function of u, which is itself a function of x.

  • In practice, you choose u to be a function of x that makes the expression easier to differentiate.

Concrete example: y = \ln(u) with a chosen inner function u(x)

  • Define the inner substitution: u = x^4 + 2

  • Then define the outer function: y = \ln(u)

  • Compute the necessary derivatives:

    • \frac{dy}{du} = \frac{1}{u}

    • \frac{du}{dx} = \frac{d}{dx}(x^4 + 2) = 4x^3

  • Apply the chain rule:

    • \frac{dy}{dx} = \frac{dy}{du} \cdot \frac{du}{dx} = \frac{1}{u} \cdot 4x^3

    • Substituting back for u yields:
      \frac{dy}{dx} = \frac{4x^3}{x^4 + 2}

  • Note on notation:

    • The expression "1 over u times 4x^3" comes from treating dy/du and du/dx as separate derivatives.

    • The appearance of a fraction in the chain rule notation should be understood as a product of derivatives, not literal cancellation of factors.

  • Conceptual takeaway: this approach uses the inner function u to organize derivatives so that dy/dx can be written in terms of x (or in terms of u after substitution).

Inner function emphasis and the algebra of the chain rule

  • The inner function is often denoted f or, here, u, with a derivative that you try to “pull into” the numerator.

  • If you view the inner function as f(x) = x^4 + 2, then f'(x) = 4x^3, which sits in the numerator when you apply the chain rule in the form dy/dx = (dy/df) (df/dx) with y = something of f.

  • The speaker describes the sense of being “greedy” about putting the inner derivative in the numerator to make the structure clear and to set up substitution nicely.

  • This perspective aligns with the idea of choosing substitutions that render the integrand a simple function of the new variable (u) instead of a messy composition in x.

Connection to integrals and practical guidance

  • Although the example is a differentiation scenario, the same substitution mindset applies to integration (u-substitution): choose a u that is the inner function so that du appears in the integrand.

  • In integration, if you have an integral involving a composite function, you try to spot a part whose derivative also appears in the integrand, enabling a clean substitution to simplify the integral.

  • A common related result (for intuition) is: if you encounter an integrand of the form \frac{f'(x)}{f(x)}, then the antiderivative is \ln|f(x)| + C, which mirrors the chain-rule structure from differentiation.

Key takeaways and practical tips

  • When using substitution (u-substitution) in differentiation or integration:

    • Identify an inner function u = g(x) that simplifies the expression.

    • Compute du/dx and relate dy/dx (or the integrand) to dy/du and du/dx.

    • Remember that the chain-rule notation resembles cancellation but is actually a product of derivatives; treat it as such.

  • In practice, the choice of u is strategic: pick the inner function so that the derivative du/dx appears naturally in front of the rest of the expression.

  • The approach is useful in various scenarios; practice with different forms to build fluency.

Quick recap of the explicit results from the example

  • Inner substitution: u = x^4 + 2

  • Outer function: y = \ln(u)

  • Derivatives:

    • \frac{\mathrm{d}y}{\mathrm{d}u} = \frac{1}{u}

    • \frac{\mathrm{d}u}{\mathrm{d}x} = 4x^3

  • Chain-rule result: \frac{\mathrm{d}y}{\mathrm{d}x} = \frac{\mathrm{d}y}{\mathrm{d}u} \cdot \frac{\mathrm{d}u}{\mathrm{d}x} = \frac{1}{u} \cdot 4x^3 = \frac{4x^3}{x^4 + 2}

Note about the next steps

  • The instructor mentions planning to show the next clicker question, indicating this is part of a broader set of practice problems on substitution or chain-rule applications.

  • Mathematical symbols in this note use LaTeX formatting where helpful to display derivatives and substitutions clearly. For reference:

    • u = x^4 + 2

    • y = \ln(u)

    • \frac{dy}{dx} = \frac{dy}{du} \cdot \frac{du}{dx} = \frac{1}{u} \cdot 4x^3 = \frac{4x^3}{x^4 + 2}