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Pearson Edexcel · International A-Level · Further Mathematics

  • 1

    FP1 · Further Pure Mathematics 1

    1.4.1

    Further Pure Mathematics 1: complex numbers, matrices and proof

    Further Pure Mathematics 1 (FP1, paper WFM01/01, 1 hour 30 minutes, 75 marks) is compulsory for International AS and A Level Further Mathematics and for International AS and A Level Pure Mathematics. P1–P2 are assumed and may be tested, including sign-change location of roots, rotating shapes about the origin, and dividing a cubic or quartic by a quadratic. This reference covers complex numbers, roots of quadratic equations, numerical methods, the parabola and rectangular hyperbola, matrix algebra, transformations, finite series and proof by induction.

    Must-know for FP1 (not in the booklet):

    Family Formulae
    quadratic roots for $ax^2 + bx + c = 0$ with roots $\alpha, \beta$: $\alpha + \beta = -\dfrac ba$, $\quad\alpha\beta = \dfrac ca$
    series $\displaystyle\sum_{r=1}^n r = \tfrac12 n(n+1)$
    complex numbers $z = a + bi$, $\lvert z\rvert = \sqrt{a^2 + b^2}$, $\bar z = a - bi$, $\lvert z_1z_2\rvert = \lvert z_1\rvert\lvert z_2\rvert$
    conics parabola $y^2 = 4ax$ (parametric $x = at^2$, $y = 2at$); rectangular hyperbola $xy = c^2$ (parametric $x = ct$, $y = \tfrac ct$)
    matrices $\det\begin{pmatrix}a&b\\c&d\end{pmatrix} = ad - bc$, $\quad\mathbf M^{-1} = \dfrac1{ad-bc}\begin{pmatrix}d&-b\\-c&a\end{pmatrix}$, $(\mathbf{AB})^{-1} = \mathbf B^{-1}\mathbf A^{-1}$
    1.1.1 1.1.2 1.1.3 1.1.4

    Complex numbers

    A complex number 复数 is $z = a + bi$ with $i^2 = -1$; $a$ is the real part 实部, $b$ the imaginary part 虚部. The conjugate 共轭复数 $\bar z = a - bi$ reverses the sign of the imaginary part, and $z\bar z = a^2 + b^2 = \lvert z\rvert^2$ — the trick that makes a quotient real: $\dfrac{z_1}{z_2} = \dfrac{z_1\bar z_2}{\lvert z_2\rvert^2}$. Two complex numbers are equal only when both real and imaginary parts match. The polar form $z = r(\cos\theta + i\sin\theta)$ pairs the modulus 模 $r$ with the argument 辐角 $\theta$; multiplying complex numbers multiplies their moduli ($\lvert z_1z_2\rvert = \lvert z_1\rvert\lvert z_2\rvert$).

    Worked example — a real sum pins the imaginary part. $z_1 = r(\cos\tfrac{7\pi}6 + i\sin\tfrac{7\pi}6)$ with $r > 0$, and $z_2$ has modulus 5. Since $\lvert z_1z_2\rvert = \lvert z_1\rvert\lvert z_2\rvert = 5r = 15$, we get $r = 3$. So $z_1 = 3(-\tfrac{\sqrt3}2 - \tfrac12i) = -\tfrac{3\sqrt3}2 - \tfrac32 i$. If $z_1 + z_2$ is real, its imaginary part is zero, so $z_2 = a + \tfrac32 i$; then $a^2 + \tfrac94 = 25$ gives $a = \pm\tfrac{\sqrt{91}}2 \approx \pm4.77$. Both $z_2 = \tfrac{\sqrt{91}}2 + \tfrac32i$ and its reflection in the imaginary axis work.

    On an Argand diagram 阿甘特图 (Argand diagram) plot $z = a + bi$ as the point $(a, b)$: addition is vector addition, the conjugate reflects in the real axis, and $\lvert z\rvert$ is the distance from the origin.

    Left: an Argand diagram showing z1 = 3 + 2i, z2 = −1 + 2i, their sum 2 + 4i as a vector parallelogram, and both conjugates dashed below the real axis. Right: the same points with modulus arrows and the argument of z1 marked from the positive real axis.
    Vocabulary Train
    English
    complex number/ˈkɒmpleks ˈnʌmbə/
    real part/rɪəl pɑːt/
    imaginary part/ɪˈmædʒɪnəri pɑːt/
    conjugate/ˈkɒndʒuːɡeɪt/
    modulus/ˈmɒdjʊləs/
    argument/ˈɑːɡjuːmənt/
    Argand diagram/ˈɑːɡænd ˈdaɪəɡræm/
    1.1.5 1.1.6

    Complex roots of polynomials

    For a quadratic with real coefficients and negative discriminant, complete the square: $x^2 - 6x + 13 = (x-3)^2 + 4 = 0$ gives $x = 3 \pm 2i$. The roots are a conjugate pair — and this survives degree: if $f(z_1) = 0$ for real coefficients, then $f(\bar z_1) = 0$ too. So a real cubic has either three real roots or one real root plus one conjugate pair, and $(z - z_1)(z - \bar z_1) = z^2 - 2\operatorname{Re}(z_1)z + \lvert z_1\rvert^2$ is a real quadratic factor. Divide it out to reach the rest.

    Worked example — a quartic with a given complex root (WFM01 June 2025 Q7). $f(z) = Pz^4 - 36z^3 + Qz^2 + 192z + 68$ has root $3 + 5i$, so $3 - 5i$ is also a root and

    $$z^2 - 6z + 34 \ \text{is a factor} \quad(\text{sum } 6,\ \text{product } 9 + 25 = 34).$$

    Writing $f(z) = (z^2 - 6z + 34)(Pz^2 + bz + c)$ and comparing: $34c = 68$ so $c = 2$; $-6c + 34b = 192$ so $34b = 204$, $b = 6$; then $b - 6P = -36$ gives $P = 7$ and $c - 6b + 34P = Q$ gives $Q = 204$. (Check against $f(3+5i) = 0$: the real equation $644P + 16Q + 7772$-type balance holds since $644(7) + 16(204) - 7772 = 0$.) The other roots solve $7z^2 + 6z + 2 = 0$:

    $$z = \frac{-6 \pm\sqrt{36 - 56}}{14} = \frac{-6 \pm 2i\sqrt5}{14} = \frac{-3 \pm i\sqrt5}{7}.$$

    Without a calculator: only $b^2 - 4ac < 0$ arithmetic and the conjugate fact are used.

    1.2.1 1.2.2 1.2.3

    Roots of quadratic equations

    For $ax^2 + bx + c = 0$ with roots $\alpha, \beta$: $\alpha + \beta = -\tfrac ba$ and $\alpha\beta = \tfrac ca$. Symmetric expressions in $\alpha, \beta$ then need no individual roots: $\alpha^2 + \beta^2 = (\alpha+\beta)^2 - 2\alpha\beta$, $\alpha^3 + \beta^3 \equiv (\alpha + \beta)^3 - 3\alpha\beta(\alpha + \beta)$, and $\tfrac1\alpha + \tfrac1\beta = \tfrac{\alpha+\beta}{\alpha\beta}$. To build a new quadratic, express the new sum and product in terms of the old ones; the equation is $x^2 - (\text{sum})x + \text{product} = 0$.

    Worked example — new roots without solving (WFM01 June 2025 Q6). $f(x) = 3x^2 + kx - 5$ has roots $\alpha, \beta$, so $\alpha\beta = -\tfrac53$. If $\alpha + \beta = 9\alpha\beta$, then $-\tfrac k3 = -15$, so $k = 45$ and $\alpha + \beta = -15$. For roots $\alpha^2 + \beta$ and $\alpha + \beta^2$:

    $$\text{sum} = \alpha^2 + \beta^2 + \alpha + \beta = (\alpha+\beta)^2 - 2\alpha\beta + (\alpha+\beta) = 225 + \tfrac{10}3 - 15 = \tfrac{640}3,$$
    $$\text{product} = (\alpha^3 + \beta^3) + \alpha\beta + (\alpha\beta)^2 = -3450 - \tfrac53 + \tfrac{25}9 = -\tfrac{31040}9.$$

    The new equation is $9x^2 - 1920x - 31040 = 0$ (multiply $x^2 - \tfrac{640}3x - \tfrac{31040}9 = 0$ by 9).

    1.3.1

    Numerical solution of equations

    Three iterative locators, all needing $f$ continuous on the interval: interval bisection 区间二分法 halves an interval carrying a sign change; linear interpolation 线性插值 chords from $(a, f(a))$ to $(b, f(b))$ and takes the chord's zero $\beta \approx a - \dfrac{(b-a)f(a)}{f(b)-f(a)}$; the Newton–Raphson method 牛顿-拉夫逊法 (formula given in the booklet) iterates $x_{n+1} = x_n - \dfrac{f(x_n)}{f'(x_n)}$. Show every evaluation — "calculator-only" answers score nothing.

    Worked example — bisection and interpolation (WFM01 June 2025 Q3). (i) $f(x) = x^2 + 5 - 8^{5x}$ has a single root $\alpha$ in $[0, 1]$: $f(0) = 4 > 0$, $f(0.5) = 5.25 - 8^{2.5} = -175.77 < 0$, so halve: $f(0.25) = 5.0625 - 8^{1.25} = -8.392 < 0$. The sign change sits in $[0, 0.25]$. (ii) $g(x) = 3^{\sin x} - 3\cos x$ (radians): $g(4) = 2.396 > 0$ and $g(5) = -0.502 < 0$, and $g$ is continuous, so a root $\beta$ lies in $[4, 5]$. Interpolating once: $\beta \approx 4 + \dfrac{2.396}{2.396 + 0.502} = 4.827$ (4 s.f.).

    Newton–Raphson (original example). Solve $x^3 - 2x - 5 = 0$ from $x_0 = 2$: $f(2) = -1$, $f'(x) = 3x^2 - 2$ so $f'(2) = 10$ and $x_1 = 2 - \tfrac{-1}{10} = 2.1$; then $f(2.1) = 0.061$, $f'(2.1) = 11.23$, $x_2 = 2.0946$. The iterates home in on the true root $2.0946\ldots$ (check: $2.0946^3 - 2(2.0946) - 5 \approx +0.0005$).

    Vocabulary Train
    English
    interval bisection
    linear interpolation
    Newton–Raphson method
    1.4.1 1.4.2 1.4.3 1.4.4

    Parabola and rectangular hyperbola

    The parabola 抛物线 $y^2 = 4ax$ has parametric form $x = at^2$, $y = 2at$; the rectangular hyperbola 直角双曲线 $xy = c^2$ has $x = ct$, $y = \tfrac ct$. Tangents and normals come from differentiating the Cartesian equation (parametric differentiation is not required): $y^2 = 4ax$ gives $\tfrac{dy}{dx} = \tfrac{2a}y = \tfrac1t$ at parameter $t$, and $xy = c^2$ gives $y = \tfrac{c^2}x$ so $\tfrac{dy}{dx} = -\tfrac{c^2}{x^2} = -\tfrac1{t^2}$ at $x = ct$.

    Worked example — normal to a hyperbola (WFM01 June 2025 Q4). For $xy = 81$ at $P(9t, \tfrac9t)$: $\tfrac{dy}{dx} = -\tfrac{81}{x^2} = -\tfrac1{t^2}$, so the normal has gradient $t^2$:

    $$y - \tfrac9t = t^2(x - 9t) \implies ty = t^3x + 9(1 - t^4).$$

    At the $y$-axis, $A = (0, \tfrac{9(1-t^4)}t)$. With $t = \tfrac13$: $P = (3, 27)$ and $A = (0, \tfrac{80}3)$, so triangle $OPA$ has area $\tfrac12 \times 3 \times \tfrac{80}3 = 40$.

    The parabola is the locus of points equidistant from the focus 焦点 $(a, 0)$ and the directrix 准线 $x = -a$. Distances, not algebra, unlock the geometry questions.

    Worked example — focus-directrix distances (WFM01 June 2025 Q9). $P$ lies on the parabola 5 units from the focus, so $P$ is also 5 units from the directrix ($PF = PM = 5$, with $PM$ perpendicular to the directrix). Points $Q, R$ on the directrix satisfy $PQ = PR = 10$. Each right triangle $PQM$ gives $QM = \sqrt{10^2 - 5^2} = \sqrt{75} = 5\sqrt3$, and $M$ lies between $Q$ and $R$, so $QR = 10\sqrt3$.

    Left: the parabola y² = 4ax with focus (a, 0), directrix x = −a, and a point P whose equal perpendicular distance to focus and directrix (PF = PM) is marked with ticks. Right: the rectangular hyperbola xy = c² with the parametric point (ct, c/t) and the normal line at that point.
    Vocabulary Train
    English
    parabola/pəˈræbələ/
    rectangular hyperbola
    focus/ˈfəʊkəs/
    directrix
    1.5.1 1.5.2 1.5.3 1.5.4 1.5.5

    Matrix algebra

    Matrices add entry-wise (same shape), scale entry-wise, and multiply row-by-column ($(\mathbf{AB})_{ik} = \sum_j A_{ij}B_{jk}$; $\mathbf{AB} \ne \mathbf{BA}$ in general). For $2\times 2$ matrices $\det\mathbf M = ad - bc$: zero means singular 奇异 (no inverse); otherwise $\mathbf M^{-1} = \dfrac1{ad-bc}\begin{pmatrix}d&-b\\-c&a\end{pmatrix}$, and $\mathbf M\mathbf M^{-1} = \mathbf I$. Inverses reverse order: $(\mathbf{AB})^{-1} = \mathbf B^{-1}\mathbf A^{-1}$ — undo the last transformation first.

    Worked example — an inverse that must stay consistent (WFM01 June 2025 Q1). $\mathbf M = \begin{pmatrix}1&a\\3&-5\end{pmatrix}$ with $a \ne -\tfrac53$:

    $$\mathbf M^{-1} = \frac{1}{-(5+3a)}\begin{pmatrix}-5&-a\\-3&1\end{pmatrix}.$$

    Given $\mathbf M^{-1} = 2\mathbf M + 8\mathbf I = \begin{pmatrix}10&2a\\6&-2\end{pmatrix}$, compare entries: $\dfrac{-3}{-(5+3a)} = 6$ gives $5 + 3a = \tfrac12$, and every other entry confirms it, so $a = -\tfrac32$.

    Vocabulary Train
    English
    singular/ˈsɪŋɡjʊlə/
    1.6.1 1.6.2 1.6.3 1.6.4

    Transformations using matrices

    A $2\times 2$ matrix $\mathbf M$ transforms column vectors by $\mathbf y = \mathbf{Mx}$; its columns are the images of $\mathbf i$ and $\mathbf j$ — read any transformation straight off the matrix. The standard results:

    Transformation Matrix
    reflection in the $x$-axis $\begin{pmatrix}1&0\\0&-1\end{pmatrix}$
    reflection in the $y$-axis $\begin{pmatrix}-1&0\\0&1\end{pmatrix}$
    reflection in $y = x$ / $y = -x$ $\begin{pmatrix}0&1\\1&0\end{pmatrix}$ / $\begin{pmatrix}0&-1\\-1&0\end{pmatrix}$
    rotation, angle $\theta$ anticlockwise about $O$ $\begin{pmatrix}\cos\theta&-\sin\theta\\\sin\theta&\cos\theta\end{pmatrix}$
    stretch, factor $k$ parallel to the $x$-axis $\begin{pmatrix}k&0\\0&1\end{pmatrix}$ (swap for the $y$-axis)
    enlargement, scale factor $k$ about $O$ $\begin{pmatrix}k&0\\0&k\end{pmatrix}$

    For combinations, $\mathbf{AB}$ means "apply $\mathbf B$ first, then $\mathbf A$". The inverse transformation undoes it, and $\lvert\det\mathbf M\rvert$ is the area scale factor 面积比例因子: areas multiply by the determinant (negative determinants add a reflection).

    Worked example — describing and combining (WFM01 June 2025 Q2). $\mathbf P = \begin{pmatrix}0&1\\-1&0\end{pmatrix}$ maps $\mathbf i \to (0,-1)^T$ and $\mathbf j \to (1,0)^T$: a quarter-turn clockwise (270° anticlockwise) about $O$. $\mathbf Q = 5\mathbf I$ is an enlargement, scale factor 5, centre $O$. Reflection in $y = -x$ is $\mathbf R = \begin{pmatrix}0&-1\\-1&0\end{pmatrix}$, so $A = \mathbf R(4,3)^T = (-3,-4)$. If $\mathbf Q$ follows $\mathbf P$ and maps $B$ to $A$, then $B = \mathbf P^{-1}\mathbf Q^{-1}A = \mathbf P^{-1}\cdot\tfrac15(-3,-4)^T = \tfrac15(4,-3)^T = (0.8, -0.6)$ — $\mathbf P$'s own inverse is its transpose, so this is arithmetic only.

    Left: the unit square with basis vectors i and j, and its image under the matrix with columns equal to the images of i and j. Right: the same transformation shown as a rotation and stretch combination, with the determinant marked as the area scale factor between the two parallelograms.
    Vocabulary Train
    English
    area scale factor/ˈeərɪə skeɪl ˈfæktə/
    1.7.1

    Series

    With $\sum_{r=1}^n r = \tfrac12 n(n+1)$ (and $\sum r^2 = \tfrac16 n(n+1)(2n+1)$ from the booklet), any polynomial summand splits into standard pieces — including sums to an even limit $2n$ (substitute $k = 2n$ into the standard formulae) and shifted sums like $\sum (r+1)^2$.

    Worked example — a sum to 2n (WFM01 June 2025 Q8a). Show $\sum_{r=1}^{2n}(2r^2 - 1) = \tfrac43 n(n+1)(an + b)$:

    $$2\sum_1^{2n} r^2 - 2n = 2\cdot\frac{(2n)(2n+1)(4n+1)}6 - 2n = \frac{2n(2n+1)(4n+1) - 6n}3 = \frac{2n(8n^2 + 6n - 2)}3 = \frac{4n(4n^2+3n-1)}3,$$

    and $4n^2 + 3n - 1 = (n+1)(4n - 1)$, so the sum is $\tfrac43n(n+1)(4n-1)$: $a = 4$, $b = -1$. (Check $n = 1$: $1 + 7 = 8$ and $\tfrac43\cdot1\cdot2\cdot3 = 8$.)

    1.8.1

    Proof by mathematical induction

    Induction 数学归纳法 proves a statement $P(n)$ for all positive integers in three moves: verify $P(1)$; assume $P(k)$; deduce $P(k+1)$ from it — then close with "true for $n = 1$, and truth for $n = k$ implies truth for $n = k+1$, so by induction true for all positive integers $n$". The closing sentence is part of the proof. Four assessed families: summation formulae, divisibility, sequences given by a recurrence, and matrix powers.

    Worked example — a summation (WFM01 June 2025 Q8b). Prove $\sum_{r=1}^n r(3r-2)^2 = \tfrac14 n^2(n+1)(9n-7)$. For $n = 1$: LHS $= 1\cdot1^2 = 1$ and RHS $= \tfrac14\cdot1\cdot2\cdot2 = 1$ — true. Assume true for $n = k$; the $(k+1)$th term is $(k+1)(3k+1)^2$, so

    $$\sum_{r=1}^{k+1} r(3r-2)^2 = \tfrac14 k^2(k+1)(9k-7) + (k+1)(3k+1)^2 = \tfrac14(k+1)\big[k^2(9k-7) + 4(3k+1)^2\big].$$

    Expand the bracket: $9k^3 - 7k^2 + 36k^2 + 24k + 4 = 9k^3 + 29k^2 + 24k + 4$. The target for $n = k+1$ is $\tfrac14(k+1)^2(k+2)(9k+2)$, and its bracket $(k+1)(k+2)(9k+2)$ expands as $(k^2+3k+2)(9k+2) = 9k^3 + 29k^2 + 24k + 4$ — identical. So the statement holds for $n = k+1$, and by induction for all positive integers $n$.

    Divisibility (original example). Prove $n^3 + 2n$ is divisible by 3. For $n = 1$: $3$. Assume $k^3 + 2k = 3m$; then $(k+1)^3 + 2(k+1) = (k^3 + 2k) + 3k^2 + 3k + 3 = 3(m + k^2 + k + 1)$, still a multiple of 3. By induction, true for all $n$.

    Matrix powers (original example). Prove $\begin{pmatrix}1&1\\0&1\end{pmatrix}^n = \begin{pmatrix}1&n\\0&1\end{pmatrix}$. True for $n = 1$. If true for $k$, then $\begin{pmatrix}1&1\\0&1\end{pmatrix}^{k+1} = \begin{pmatrix}1&k\\0&1\end{pmatrix} \begin{pmatrix}1&1\\0&1\end{pmatrix} = \begin{pmatrix}1&k+1\\0&1\end{pmatrix}$, completing the induction.

    Vocabulary Train
    English
    Induction/ɪnˈdʌkʃn/
    1.8.1

    Checklist before you call this unit done

    • Work with $a + bi$ and $r(\cos\theta + i\sin\theta)$: modulus, argument, conjugate; quotients made real.
    • Use conjugate pairs to factor cubics and quartics with real coefficients; find all roots without a calculator.
    • Convert symmetric expressions via $\alpha + \beta$ and $\alpha\beta$; form new quadratics for transformed roots.
    • Locate roots by bisection and linear interpolation with every evaluation shown; iterate Newton–Raphson from a given start.
    • Use $y^2 = 4ax$ and $xy = c^2$ parametrics; tangents/normals via Cartesian differentiation; focus-directrix distances.
    • Invert $2\times2$ matrices (and $(\mathbf{AB})^{-1} = \mathbf{B}^{-1}\mathbf{A}^{-1}$); solve matrix equations entry by entry.
    • Identify reflections, rotations, stretches, enlargements from matrices; combine in the right order; use $|\det|$ as the area scale factor.
    • Sum series to $n$ and $2n$ with the standard formulae; prove series, divisibility, recurrence and matrix results by induction with a closing statement.
  • 2

    FP2 · Further Pure Mathematics 2

    Learning program coming soon

    Handout

    Further Pure Mathematics 2: inequalities, further complex numbers and differential equations

    Further Pure Mathematics 2 (FP2, paper WFM02/01, 1 hour 30 minutes, 75 marks, first assessment June 2020) builds directly on P1–P4 and FP1 and counts one sixth of an International Advanced Level. Every unit is equally weighted, so FP2 material can also surface inside Further Mathematics. P1–P4 assumed content stays live: partial fractions, parametric and implicit differentiation, integration by parts and substitution, and the whole FP1 complex-number and proof toolkit. This reference covers modulus inequalities, the method of differences, Euler's relation and de Moivre's theorem, loci and z→w transformations, first and second order differential equations, Maclaurin and Taylor series, and polar coordinates.

    Must-know for FP2 (assumed, not re-taught):

    Family Formulae
    modulus $\lvert x\rvert = x$ for $x \ge 0$ and $-x$ for $x < 0$; $\lvert z\rvert = \sqrt{a^2+b^2}$, $\lvert z_1z_2\rvert = \lvert z_1\rvert\lvert z_2\rvert$, $\arg(z_1z_2) = \arg z_1 + \arg z_2$
    sums $\sum_{r=1}^n r = \tfrac12n(n+1)$, $\sum r^2$, $\sum r^3$ (booklet)
    algebra partial fractions, e.g. $\dfrac{1}{r(r+1)} = \dfrac1r - \dfrac1{r+1}$ (P4)
    calculus product, quotient and chain rules; integration by substitution, parts, partial fractions (P4)
    differential equations separation of variables; exponential growth/decay $y = Ae^{kt}$ (P4)

    Inequalities involving the modulus sign

    Two safe moves and one banned move. Safe: split into cases from the definition of the modulus ($\lvert f\rvert = f$ where $f \ge 0$, $-f$ where $f < 0$), and square both sides of $\lvert A\rvert > \lvert B\rvert$ to get $A^2 > B^2$. Banned: multiplying or dividing by an expression whose sign you have not fixed — case-split on that sign instead, and intersect each case with its own domain.

    Worked example — one branch dies (specimen style). Solve $\lvert x^2-1\rvert > 2(x+1)$. Where $x^2 \ge 1$: $x^2 - 2x - 3 > 0$, so $(x-3)(x+1) > 0$, giving $x > 3$ or $x < -1$; keeping only $x \le -1$ or $x \ge 1$ leaves $x < -1$ or $x > 3$. Where $x^2 < 1$: $1 - x^2 > 2x + 2$ becomes $(x+1)^2 < 0$ — impossible. The solution is $x < -1$ or $x > 3$. A dead branch is a result, not a mistake: report it.

    Worked example — modulus on both sides (WFM02 June 2025 Q8). The curve C has equation $y = \dfrac{15x}{\lvert x\rvert + 4}$ and the line l has equation $y = x - 2$.

    (a) Solve $x - 2 > \dfrac{15x}{\lvert x\rvert+4}$. The denominator is always positive, so multiply straight through. For $x \ge 0$: $(x-2)(x+4) > 15x$ gives $x^2 - 13x - 8 > 0$, so $x > \tfrac{13+\sqrt{201}}2$ (the other root is negative). For $x < 0$: $(x-2)(4-x) > 15x$ gives $-x^2 - 9x - 8 > 0$, i.e. $(x+1)(x+8) < 0$, so $-8 < x < -1$. Together: $-8 < x < -1$ or $x > \tfrac{13+\sqrt{201}}2$.

    (b) Solve $\lvert x-2\rvert > \left\lvert\dfrac{15x}{\lvert x\rvert+4}\right\rvert$. Squaring (both sides non-negative) turns this into $(x-2)(\lvert x\rvert+4) > 15x$ — part (a) — or $(x-2)(\lvert x\rvert+4) < -15x$. The new branch: for $x \ge 0$, $x^2 + 17x - 8 < 0$ gives $0 \le x < \tfrac{\sqrt{321}-17}2$; for $x < 0$, $x^2 - 21x + 8 > 0$ holds for every $x < 0$. So the answer is $x < \tfrac{\sqrt{321}-17}2$ or $x > \tfrac{13+\sqrt{201}}2$. The "hence" is real: half of part (b) is part (a)'s answer.

    Left: the curve y = 15x/(|x| + 4) with its horizontal asymptotes at ±15, the line y = x − 2, and the intervals where the line is above the curve shaded. Right: the same setting after taking both sides' moduli — the reflected curve |15x/(|x| + 4)| and the V of |x − 2|, with the solution intervals shaded.

    The method of differences

    The method of differences 差分法 sums a series by splitting the summand (usually via partial fractions 部分分式) so that each term cancels part of a later one — the middle collapses and only the first and last fragments survive. Write out $r = 1$, $r = 2$, $r = n-1$, $r = n$ explicitly and watch what cancels; that display earns the marks.

    Worked example — telescoping to a closed form (WFM02 June 2025 Q5). Show $\displaystyle\sum_{r=1}^n \frac{1}{(r+1)(r+2)} = \frac{n}{2(n+2)}$. Split:

    $$\frac{1}{(r+1)(r+2)} = \frac{1}{r+1} - \frac{1}{r+2}.$$

    The sum is $\left(\tfrac12 - \tfrac13\right) + \left(\tfrac13 - \tfrac14\right) + \cdots + \left(\tfrac1{n+1} - \tfrac1{n+2}\right)$: everything from $\tfrac13$ to $\tfrac1{n+1}$ cancels, leaving $\tfrac12 - \tfrac1{n+2} = \tfrac{n}{2(n+2)}$. (Check $n = 1$: both sides $\tfrac16$.) This is also how inequality follow-ups are set: $\dfrac{n}{2(n+2)} > 0.49$ needs $n > 98$, so the smallest is $n = 99$ — the algebra, not a table of values.

    Euler's relation and de Moivre's theorem

    Euler's relation 欧拉关系式 $e^{i\theta} = \cos\theta + i\sin\theta$ turns the polar form into an exponential: $z = re^{i\theta}$, and $z^n = r^ne^{in\theta}$ becomes pure arithmetic. Read off the companions $\cos\theta = \tfrac12(e^{i\theta} + e^{-i\theta})$ and $\sin\theta = \dfrac1{2i}(e^{i\theta} - e^{-i\theta})$. De Moivre's theorem 棣莫弗定理 $(\cos\theta + i\sin\theta)^n = \cos n\theta + i\sin n\theta$ follows, and is provable for every positive integer $n$ by induction: true for $n = 1$; if true for $k$, multiplying $(\cos k\theta + i\sin k\theta)(\cos\theta + i\sin\theta)$ and expanding with the addition formulae gives $\cos(k+1)\theta + i\sin(k+1)\theta$. For negative $n$, take reciprocals and note $\cos(-n\theta) + i\sin(-n\theta)$ has modulus 1 and the right argument.

    Worked example — a multiple-angle identity (WFM02 June 2025 Q9). Expand the imaginary part of $(\cos\theta + i\sin\theta)^5$ by the binomial theorem:

    $$\operatorname{Im} = 5c^4s - 10c^2s^3 + s^5 \quad (c = \cos\theta,\ s = \sin\theta).$$

    De Moivre says this equals $\sin 5\theta$. Substituting $c^2 = 1 - s^2$: $5s(1-s^2)^2 - 10s^3(1-s^2) + s^5 = 16s^5 - 20s^3 + 5s$, so

    $$\sin 5\theta = 16\sin^5\theta - 20\sin^3\theta + 5\sin\theta.$$

    Setting $5\theta = \pi$ gives $16s^4 - 20s^2 + 5 = 0$, so $s^2 = \tfrac{5\pm\sqrt5}8$ and $\sin\tfrac\pi5 = \sqrt{\tfrac{5-\sqrt5}8} = \tfrac{\sqrt{10-2\sqrt5}}4$ — take the smaller root because $\sin\tfrac\pi5 < \sin\tfrac{3\pi}5$, and indeed $\sin\tfrac{3\pi}5$ is the larger root.

    Worked example — fifth roots (WFM02 June 2025 Q1). Solve $z^5 = -2\sqrt2 - 2\sqrt6i$. Modulus $\sqrt{8 + 24} = \sqrt{32} = 4\sqrt2$; the argument is $-\tfrac{2\pi}3$ (third quadrant, $\tan = \sqrt3$). So

    $$z = (4\sqrt2)^{1/5}\,e^{i(-2\pi/15\,+\,2\pi k/5)} = \sqrt2\,e^{i\left(-\frac{2\pi}{15} + \frac{2\pi k}{5}\right)}, \quad k = 0, 1, 2, 3, 4,$$

    five roots spaced $\tfrac{2\pi}5$ apart on the circle $\lvert z\rvert = \sqrt2$. Use the $n$th-root pattern $\sqrt[n]{r}\,e^{i(\theta + 2\pi k)/n}$ — never decimal approximations.

    Loci, regions and z→w transformations

    Locus 轨迹 toolkit in the Argand diagram: $\lvert z - a\rvert = b$ is a circle (centre $a$, radius $b$); $\lvert z - a\rvert = \lvert z - b\rvert$ is the perpendicular bisector 垂直平分线 of $a$ and $b$; $\lvert z - a\rvert = k\lvert z - b\rvert$ with $k \ne 1$ is a circle (square both sides and collect terms); $\arg(z - a) = \beta$ is a half-line from $a$. Regions replace = by < or >: test one convenient point (the origin rarely lies on the locus). For Möbius transformations 莫比乌斯变换 $w = \dfrac{az+b}{cz+d}$, never try to substitute point-by-point: make $z$ the subject first, then take moduli (or arguments) of both sides. A circle through the pole $z = -\tfrac dc$ maps to a straight line; a circle not through the pole maps to a circle.

    Worked example — image of a circle (WFM02 June 2025 Q3). $w = \dfrac{9i - iz}{1+z}$ ($z \ne -1$) maps P, where $\lvert z\rvert = 1$, to a line l. Making $z$ the subject: $z(w + i) = 9i - w$, so $z = \dfrac{9i - w}{w+i}$. Then $\lvert z\rvert = 1$ forces

    $$\lvert 9i - w\rvert = \lvert w + i\rvert \implies u^2 + (v-9)^2 = u^2 + (v+1)^2 \implies 81 - 18v = 2v + 1,$$

    so $20v = 80$ and l is $v = 4$ — the perpendicular bisector of $9i$ and $-i$, exactly as the equal-moduli reading predicts. Spot-check with the endpoints of the vertical diameter: $z = i \mapsto 5 + 4i$ and $z = -i \mapsto -5 + 4i$; both land on $v = 4$.

    Left: the z-plane with the unit circle |z| = 1 and the pole z = −1 marked. Right: the w-plane with the image line v = 4 and the images of z = i and z = −i lying on it.

    First order differential equations

    Separable equations are assumed. The new standard form is $\dfrac{dy}{dx} + Py = Q$ with $P, Q$ functions of $x$: multiply by the integrating factor 积分因子 $e^{\int P\,dx}$, chosen so the left side becomes $\dfrac d{dx}\left(ye^{\int P\,dx}\right)$, then integrate once. For a given substitution (say $z = f(y)$), compute $\dfrac{dz}{dx}$ by the chain rule, rewrite the equation in $z$ and $x$, solve the (now linear or separable) equation, and substitute back — the question names the target form, so end in it.

    Worked example — integrating factor warm-up. $\dfrac{dy}{dx} + 2y = e^{-x}$: $e^{\int 2\,dx} = e^{2x}$, so $\dfrac d{dx}(ye^{2x}) = e^x$ and $ye^{2x} = e^x + C$, i.e. $y = e^{-x} + Ce^{-2x}$.

    Worked example — a substitution then an integrating factor (WFM02 June 2025 Q6). Equation (I) is $2\dfrac{dy}{dx} + y\cot x + y^3\tan x\sec x = 0$ on $0 < x < \tfrac\pi2$.

    (a) With $z = \tfrac1{y^2}$, $\dfrac{dz}{dx} = -2y^{-3}\dfrac{dy}{dx}$, so $2\dfrac{dy}{dx} = -y^3\dfrac{dz}{dx}$. Substituting and dividing by $y^3$: $-\dfrac{dz}{dx} + y^{-2}\cot x + \tan x\sec x = 0$, i.e.

    $$\frac{dz}{dx} - z\cot x = \tan x\sec x \quad (\text{II}).$$

    (b) The integrating factor is $e^{-\int\cot x\,dx} = \csc x$, so $\dfrac d{dx}(z\csc x) = \csc x\tan x\sec x = \dfrac1{\cos^2x} = \sec^2x$. Hence $z\csc x = \tan x + C$, giving $z = \sin x\tan x + C\sin x$ and

    $$y^2 = \frac{1}{\sin x\tan x + C\sin x}.$$

    (c) At $x = \tfrac\pi6$: $y^2 = \tfrac{4\sqrt3}3$ so $z = \tfrac{\sqrt3}4 = \tfrac12\cdot\tfrac1{\sqrt3} + \tfrac C2$, forcing $C = \tfrac1{2\sqrt3}$. At $x = \tfrac\pi3$: $z = \tfrac{\sqrt3}2\cdot\sqrt3 + \tfrac1{2\sqrt3}\cdot\tfrac{\sqrt3}2 = \tfrac32 + \tfrac14 = \tfrac74$, so $y^2 = \tfrac47$ and $y = \pm\dfrac2{\sqrt7}$. Both signs are answers — $y^2$, not $y$, was determined.

    Second order differential equations

    For $a\dfrac{d^2y}{dx^2} + b\dfrac{dy}{dx} + cy = f(x)$, the general solution is $\text{CF} + \text{PI}$: the complementary function 余函数 solves the homogeneous equation via the auxiliary equation 辅助方程 $am^2 + bm + c = 0$; the particular integral 特积分 is any single solution of the full equation.

    Auxiliary equation Complementary function
    distinct real roots $m_1 \ne m_2$ $y = Ae^{m_1x} + Be^{m_2x}$
    repeated root $m$ $y = (A + Bx)e^{mx}$
    complex roots $p \pm qi$ $y = e^{px}(A\cos qx + B\sin qx)$
    Right-hand side $f(x)$ Trial PI
    $ke^{px}$ $\lambda e^{px}$; if $p$ is a root, use $\lambda xe^{px}$ (again if repeated)
    $a + bx( + cx^2)$ $\lambda + \mu x( + \nu x^2)$ — every degree present
    $m\cos\omega x + n\sin\omega x$ $\lambda\cos\omega x + \mu\sin\omega x$

    Given initial or boundary conditions, find the constants last, from the full general solution.

    Worked example — resonance, then conditions (WFM02 June 2025 Q4). Given that $y = \lambda xe^{3x}$ is a particular integral of $4\dfrac{d^2y}{dx^2} - 11\dfrac{dy}{dx} - 3y = 78e^{3x}$:

    (a) $y' = \lambda e^{3x}(1 + 3x)$ and $y'' = \lambda e^{3x}(6 + 9x)$, so the left side is $\lambda e^{3x}\big(24 + 36x - 11 - 33x - 3x\big) = 13\lambda e^{3x}$. Matching $78e^{3x}$ gives $\lambda = 6$. (The plain trial $\lambda e^{3x}$ would give $0\cdot e^{3x}$ — hence the extra $x$.)

    (b) Auxiliary equation $4m^2 - 11m - 3 = (4m+1)(m-3) = 0$, so $m = -\tfrac14$ or $3$: $y = Ae^{-x/4} + Be^{3x} + 6xe^{3x}$.

    (c) With $y = \tfrac92$ and $y' = 0$ at $x = 0$: $A + B = \tfrac92$ and $-\tfrac A4 + 3B + 6 = 0$. Solving, $A = 6$, $B = -\tfrac32$, so

    $$y = 6e^{-x/4} - \tfrac32 e^{3x} + 6xe^{3x}.$$

    Maclaurin and Taylor series

    The Maclaurin series 麦克劳林级数 of $f$ is $\displaystyle\sum_{n=0}^\infty \frac{f^{(n)}(0)}{n!}x^n$ — differentiate as many times as the question asks (third and higher derivatives are examinable in their own right). The Taylor series 泰勒级数 about $x = a$ replaces $x$ by the offset: $\displaystyle\sum_{n=0}^\infty \frac{f^{(n)}(a)}{n!}(x-a)^n$. For a differential equation, differentiate the equation itself to climb the derivative ladder: $y(a)$ and $y'(a)$ feed the equation for $y''(a)$, then the derivative of the equation for $y'''(a)$, and so on — never re-derive, differentiate.

    Worked example — a series solution about a non-zero centre (WFM02 June 2025 Q2). Given $\dfrac{d^2y}{dx^2} - 4\dfrac{dy}{dx} - 5y = e^{2x/9}$ with $y = 2$ and $y' = -1$ at $x = 3$:

    at $x = 3$: $y'' = 4y' + 5y + e^{2/3} = -4 + 10 + e^{2/3} = 6 + e^{2/3}$, so the quadratic term is $\tfrac12(6 + e^{2/3})(x-3)^2 = (3 + \tfrac12e^{2/3})(x-3)^2$. Differentiating the equation, $y''' = 4y'' + 5y' + \tfrac29e^{2x/9}$, so at $x = 3$: $y''' = 4(6 + e^{2/3}) - 5 + \tfrac29e^{2/3} = 19 + \tfrac{38}9e^{2/3}$, and the cubic term is $\tfrac16y'''(x-3)^3$. The series is

    $$y = 2 - (x-3) + \left(3 + \tfrac12e^{2/3}\right)(x-3)^2 + \left(\tfrac{19}6 + \tfrac{19}{27}e^{2/3}\right)(x-3)^3.$$

    Polar coordinates and areas

    In polar coordinates 极坐标 a point is $(r, \theta)$ with $r \ge 0$ measured from the initial line 初始线 (the positive $x$-axis, $\theta$ anticlockwise). Convert with $x = r\cos\theta$, $y = r\sin\theta$, $r^2 = x^2 + y^2$: for example $r = 4\cos\theta$ gives $r^2 = 4r\cos\theta$, i.e. $x^2 + y^2 = 4x$ — the circle $(x-2)^2 + y^2 = 4$. Know the sketch staples: $r = 2a\cos\theta$ (circle on the initial line through the pole), $r = k\theta$ (spiral), $r = a(1+\cos\theta)$ (cardioid 心形线), $r = a\cos2\theta$ (four petals), $r^2 = a^2\cos2\theta$ (lemniscate 双纽线, existing only where $\cos2\theta \ge 0$). The area swept from $\theta = \alpha$ to $\beta$ is $\tfrac12\displaystyle\int_\alpha^\beta r^2\,d\theta$; tangents parallel to the initial line occur where $\dfrac{dy}{d\theta} = \dfrac{dr}{d\theta}\sin\theta + r\cos\theta = 0$.

    Worked example — exact areas. The whole lemniscate $r^2 = 8\cos2\theta$: by symmetry the right loop is $\tfrac12\int_{-\pi/4}^{\pi/4}8\cos2\theta\,d\theta = 4\Big[\tfrac12\sin2\theta\Big]_{-\pi/4}^{\pi/4} = 4$, so both loops enclose total area $8$. The cardioid $r = 2(1+\cos\theta)$: $\tfrac12\int_{-\pi}^{\pi}4(1+\cos\theta)^2d\theta = 2\int_{-\pi}^{\pi}(1 + 2\cos\theta + \cos^2\theta)d\theta = 2(2\pi + 0 + \pi) = 6\pi$, since $\int_{-\pi}^\pi\cos^2\theta\,d\theta = \pi$.

    Three polar staples drawn on polar grids: the circle r = 2a cos θ through the pole, the cardioid r = a(1 + cos θ), and the lemniscate r² = a² cos 2θ with one loop shaded and the sector area element ½r²dθ marked.

    Checklist before you call this unit done

    • Solve modulus inequalities by case split and by squaring; handle $|x|$ inside denominators; report dead branches; reuse an earlier part when "hence" appears.
    • Sum finite series by partial fractions and cancellation, writing the $r = 1, 2, n-1, n$ lines; close the follow-up inequality by algebra.
    • Use $e^{i\theta}$, the exponential forms of $\cos$ and $\sin$, and de Moivre (proved for integer $n$) to expand multiple angles and powers, and to find all $n$th roots in exact polar form.
    • Sketch circles, bisectors, Apollonius circles and argument half-lines; test regions; make $z$ the subject of a Möbius transformation and equate moduli or arguments.
    • Solve $\frac{dy}{dx} + Py = Q$ with an integrating factor; execute given substitutions and answer in the form demanded, minding $\pm$ from $y^2$.
    • Solve second order equations via auxiliary equation and trial PI (including the multiply-by-$x$ resonance), then fit initial conditions.
    • Build Maclaurin and Taylor series, including series solutions of differential equations by differentiating the equation.
    • Sketch polar staples, convert to and from Cartesian, and evaluate exact areas with $\frac12\int r^2\,d\theta$.
    Vocabulary
    English
    method of differences/ˈmeθəd ɒv ˈdɪfrənsɪz/
    partial fractions/ˈpɑːʃl ˈfrækʃnz/
    Euler's relation
    de Moivre's theorem/də ˈmɔɪvəz ˈθɪərəm/
    locus/ˈləʊkəs/
    perpendicular bisector/ˌpɜːpənˈdɪkjʊlə baɪˈsektə/
    Möbius transformation
    integrating factor/ˈɪntɪɡreɪtɪŋ ˈfæktə/
    complementary function/ˌkɒmplɪˈmentəri ˈfʌŋkʃn/
    particular integral/pəˈtɪkjʊlə ˈɪntɪɡrəl/
    auxiliary equation/ɔːkˈsɪlɪəri ɪˈkweɪʒn/
    Maclaurin series/məˈklɔːrɪn ˈsɪəriːz/
    Taylor series/ˈteɪlə ˈsɪəriːz/
    polar coordinates/ˈpəʊlə kəʊˈɔːdɪnəts/
    initial line
    cardioid/ˈkɑːdɪəʊɪd/
    lemniscate
  • 3

    FP3 · Further Pure Mathematics 3

    3.1.1

    Further Pure Mathematics 3: hyperbolic functions, conics, vectors and matrices

    Further Pure Mathematics 3 (FP3, paper WFM03/01, 1 hour 30 minutes, 75 marks, first assessment June 2020) is the last pure unit: P1–P4 and FP1 are assumed and may be tested. It adds the hyperbolic functions and their inverses, the ellipse and hyperbola with their focus-directrix properties, the remaining differentiation and integration techniques (reduction formulae, arc length, surfaces of revolution), vector products with lines and planes in three dimensions, and matrix algebra up to eigenvalues and diagonalisation. This reference covers all of it, with the June 2025 paper as the worked spine.

    Must-know for FP3 (assumed, not re-taught):

    Family Formulae
    calculus product, quotient and chain rules; integration by parts and by substitution (P4, FP2)
    trigonometry $\sec^2\theta \equiv 1 + \tan^2\theta$, $\tan\theta = \tfrac{\sin\theta}{\cos\theta}$, double angles
    vectors (P4) $\mathbf a\cdot\mathbf b = a_1b_1 + a_2b_2 + a_3b_3$, $\cos\theta = \dfrac{\mathbf a\cdot\mathbf b}{\lvert\mathbf a\rvert\lvert\mathbf b\rvert}$
    matrices (FP1) $2\times2$ inverse, $(\mathbf{AB})^{-1} = \mathbf B^{-1}\mathbf A^{-1}$, transformation matrices
    exponentials $e^{\ln x} = x$, quadratic-in-$e^x$ substitutions, $\ln$ laws
    3.1.1

    Hyperbolic functions

    The hyperbolic functions 双曲函数 are built from exponentials: $\cosh x = \tfrac12(e^x + e^{-x})$ and $\sinh x = \tfrac12(e^x - e^{-x})$, with $\tanh x = \dfrac{\sinh x}{\cosh x}$. The graph of $\cosh$ is the catenary 悬链线, even with minimum $(0, 1)$; $\sinh$ is odd through the origin; $\tanh$ is odd and trapped between the asymptote 渐近线 lines $y = \pm 1$. The two identities to derive on demand are $\cosh^2x - \sinh^2x \equiv 1$ and $\cosh 2x \equiv \cosh^2x + \sinh^2x$; the sum-to-product identities mirror the trigonometric ones.

    Left: y = cosh x built from the dashed half-exponentials, with y = sinh x. Right: y = tanh x between its asymptotes y = ±1.

    Worked example — an identity from the definitions (WFM03 June 2025 Q1). Show that $\cosh 6x + \cosh 4x = 2\cosh 5x\cosh x$. From the left:

    $$\tfrac12(e^{6x} + e^{-6x}) + \tfrac12(e^{4x} + e^{-4x}) = \tfrac12(e^{5x} + e^{-5x})(e^x + e^{-x}) = 2\cosh 5x\cosh x,$$

    pairing $e^{6x} = e^{5x}e^{x}$ with $e^{-6x} = e^{-5x}e^{-x}$ and likewise for the $4x$ terms — every step is bookkeeping with products $e^{\pm x}e^{\pm 5x}$, which is why the marks demand the exponential forms before any cancellation. Then solve $\cosh 6x + \cosh 4x = 8\cosh x$: the identity collapses it to $\cosh x(2\cosh 5x - 8) = 0$, and $\cosh$ is never zero, so $\cosh 5x = 4$, giving $5x = \pm\operatorname{arcosh}4 = \pm\ln(4 + \sqrt{15})$ and $x = \pm\tfrac15\ln(4 + \sqrt{15})$.

    Worked example — a cosh–sinh equation (original). Solve $2\cosh x + \sinh x = 2$: the exponential definitions give $2\cdot\tfrac12(e^x + e^{-x}) + \tfrac12(e^x - e^{-x}) = 2$, so $3e^x + e^{-x} = 4$, i.e. $3e^{2x} - 4e^x + 1 = 0$, i.e. $(3e^x - 1)(e^x - 1) = 0$, and $x = 0$ or $x = -\ln 3$. Check both in the original equation — no squaring is ever needed.

    Vocabulary Train
    English
    hyperbolic functions/ˌhaɪpəˈbɒlɪk ˈfʌŋkʃnz/
    catenary/kæˈtiːnəri/
    asymptote/ˈæsɪmptəʊt/
    3.1.2

    Inverse hyperbolic functions

    The inverses exist as single functions because $\sinh$ and $\tanh$ are one-to-one and $\cosh$ is one-to-one for $x \ge 0$; their graphs are reflections in $y = x$ of the restricted originals. The logarithmic equivalents must be derivable, not just quoted:

    $$\operatorname{arsinh}x = \ln\left(x + \sqrt{x^2 + 1}\right),\quad \operatorname{arcosh}x = \ln\left(x + \sqrt{x^2 - 1}\right)\ (x \ge 1),\quad \operatorname{artanh}x = \tfrac12\ln\tfrac{1+x}{1-x}\ (\lvert x\rvert < 1).$$

    Derivation pattern (arsinh). Set $w = \sinh x = \tfrac12(e^x - e^{-x})$: then $e^{2x} - 2we^x - 1 = 0$, so $e^x = w + \sqrt{w^2 + 1}$ (the negative root is rejected because $e^x > 0$) and $x = \ln(w + \sqrt{w^2+1})$. The same quadratic-in-$e^x$ structure solves every mixed hyperbolic equation exactly.

    3.2.1 3.2.2

    The ellipse and the hyperbola

    The ellipse 椭圆 $\dfrac{x^2}{a^2} + \dfrac{y^2}{b^2} = 1$ has parametric form $x = a\cos t$, $y = b\sin t$; the hyperbola 双曲线 $\dfrac{x^2}{a^2} - \dfrac{y^2}{b^2} = 1$ has $x = a\sec t$, $y = b\tan t$ and also $x = a\cosh t$, $y = b\sinh t$ (the right branch). The eccentricity 离心率 $e$ ties everything to the focus 焦点–directrix 准线 property $PS = e\cdot PN$ (distance to focus = $e$ × distance to directrix): for the ellipse $b^2 = a^2(1 - e^2)$, foci $(\pm ae, 0)$, directrices $x = \pm\dfrac ae$; for the hyperbola $b^2 = a^2(e^2 - 1)$ with the same focus and directrix formulas.

    Left: the ellipse with foci (±ae, 0), the directrix x = a/e, and the ratio property PS = e·PN marked at a point P. Right: the hyperbola with both branches, asymptotes y = ±(b/a)x and foci.

    Worked example — eccentricity and foci (WFM03 June 2025 Q9a). For H: $\dfrac{x^2}{64} - \dfrac{y^2}{49} = 1$: $a^2 = 64$, $b^2 = 49$, so $49 = 64(e^2 - 1)$, $e^2 = \tfrac{113}{64}$ and $e = \tfrac{\sqrt{113}}8$; the foci are $(\pm\sqrt{113}, 0)$.

    Vocabulary Train
    English
    ellipse/ɪˈlɪps/
    hyperbola/haɪˈpɜːbələ/
    eccentricity
    focus/ˈfəʊkəs/
    directrix
    3.2.3 3.2.4

    Tangents, normals and loci

    Substituting $y = mx + c$ into the conic and forcing a zero discriminant gives the tangent condition: $c^2 = a^2m^2 + b^2$ for the ellipse, $c^2 = a^2m^2 - b^2$ for the hyperbola (so $\lvert m\rvert > \tfrac ba$ is needed there). At a parametric point, differentiate instead — no discriminant required. Loci problems replay FP1: distances to foci, midpoints, or a fixed ratio.

    Worked example — tangent, normal and a focal circle (WFM03 June 2025 Q9b–e). At $P(8\sec\theta, 7\tan\theta)$ on H: $\dfrac{dy}{dx} = \dfrac{7\sec^2\theta}{8\sec\theta\tan\theta} = \dfrac{7\sec\theta}{8\tan\theta}$, so the tangent is

    $$\tfrac x8\sec\theta - \tfrac y7\tan\theta = \sec^2\theta - \tan^2\theta = 1,$$

    meeting the $y$-axis at $Q = (0, -7\cot\theta)$; the given normal $8x\cos\theta + 7y\cot\theta = 113$ meets it at $R = (0, \tfrac{113}7\tan\theta)$. The circle on diameter $QR$ (endpoints $q, r$ on the $y$-axis) has equation $x^2 + (y - \tfrac{q+r}2)^2 = (\tfrac{r-q}2)^2$, which contains a point $(x, 0)$ exactly when $x^2 = -qr$. Here $qr = -7\cot\theta\cdot\tfrac{113}7\tan\theta = -113$ for every $\theta$, and $113 = (\sqrt{113})^2$ is exactly the squared focal distance — so both foci $(\pm\sqrt{113}, 0)$ lie on the circle. The $\theta$ cancelling is the point of the question.

    3.3.1 3.3.2

    Differentiating hyperbolic and inverse functions

    $\dfrac d{dx}\sinh x = \cosh x$, $\dfrac d{dx}\cosh x = \sinh x$, $\dfrac d{dx}\tanh x = \operatorname{sech}^2x$, and from the inverses: $\dfrac d{dx}\operatorname{arsinh}x = \dfrac1{\sqrt{x^2+1}}$, $\dfrac d{dx}\operatorname{arcosh}x = \dfrac1{\sqrt{x^2-1}}$, $\dfrac d{dx}\operatorname{artanh}x = \dfrac1{1-x^2}$ — each provable by inverting $y = f(x)$ and differentiating implicitly, and each valid only on its domain.

    Worked example — inverse derivatives on a restricted domain (WFM03 June 2025 Q4). For $y = \operatorname{arsinh}x + \operatorname{arsinh}\dfrac1x$ with $x > 0$:

    $$\dfrac{dy}{dx} = \dfrac1{\sqrt{1+x^2}} + \dfrac{-1/x^2}{\sqrt{1 + 1/x^2}} = \dfrac1{\sqrt{1+x^2}} - \dfrac1{x\sqrt{1+x^2}} = \dfrac{x-1}{x\sqrt{1+x^2}},$$

    where $x > 0$ turns $\sqrt{x^2}$ into $x$ — the domain condition is doing real work. Setting $\dfrac{dy}{dx} = 0$ gives $x = 1$ and $y = 2\operatorname{arsinh}1 = 2\ln(1 + \sqrt2)$.

    3.4.1 3.4.2

    Integrating hyperbolic and inverse functions

    The standard results mirror the derivatives. Complete the square first for surd denominators, and handle inverse functions by parts — take $u$ as the inverse function and $1$ as the rest:

    Worked example — both techniques (WFM03 June 2025 Q2). (i) $\displaystyle\int\frac{dx}{\sqrt{4x^2+8x+9}}$: since $4x^2 + 8x + 9 = 4\left((x+1)^2 + \tfrac54\right)$, the integral is $\tfrac12\displaystyle\int\frac{dx}{\sqrt{(x+1)^2 + 5/4}} = \tfrac12\operatorname{arsinh}\frac{2x+2}{\sqrt5} + c$ (differentiate back to check). (ii) $\displaystyle\int\operatorname{arcosh}3x\,dx = x\operatorname{arcosh}3x - \int\frac{3x}{\sqrt{9x^2-1}}dx = x\operatorname{arcosh}3x - \tfrac13\sqrt{9x^2-1} + c$.

    3.4.3 3.4.4 3.4.5 3.4.6

    Substitutions, reduction formulae and surfaces of revolution

    Four integrals to know cold, each via $x = a\sinh t$ (or $x = a\tan t$, $a\coth$-type splits): $\displaystyle\int\!\frac{dx}{\sqrt{x^2+a^2}} = \operatorname{arsinh}\frac xa + c$, $\ \displaystyle\int\!\frac{dx}{\sqrt{x^2-a^2}} = \operatorname{arcosh}\frac xa + c$, $\ \displaystyle\int\!\frac{dx}{x^2+a^2} = \tfrac1a\arctan\frac xa + c$, $\ \displaystyle\int\!\frac{dx}{x^2-a^2} = \tfrac1{2a}\ln\left|\frac{x-a}{x+a}\right| + c$. A reduction formula 递推公式 expresses $I_n$ through $I_{n-1}$ (or $I_{n-2}$): integrate by parts with the surd as $v$, then rewrite the leftover surd integral using the definition of $I_n$. Arc length 弧长 and the surface of revolution 旋转曲面 need $s = \displaystyle\int\sqrt{1 + \left(\tfrac{dy}{dx}\right)^2}\,dx$ and $S = 2\pi\displaystyle\int y\sqrt{1 + \left(\tfrac{dy}{dx}\right)^2}\,dx$ (parametrically, $s = \int\sqrt{\dot x^2 + \dot y^2}\,dt$ with $y\sqrt{\dot x^2+\dot y^2}$ for $S$).

    Worked example — building a reduction formula (WFM03 June 2025 Q5). With $I_n = \displaystyle\int_1^6 \frac{x^n}{\sqrt{3x-2}}dx$, take $u = x^n$ and $v = \tfrac23\sqrt{3x-2}$:

    $$I_n = \left[\tfrac23x^n\sqrt{3x-2}\right]_1^6 - \tfrac{2n}3\int_1^6 x^{n-1}\sqrt{3x-2}\,dx = \tfrac{8\cdot 6^n - 2}3 - \tfrac{2n}3\left(3I_n - 2I_{n-1}\right),$$

    using $\sqrt{3x-2} = \dfrac{3x-2}{\sqrt{3x-2}}$ to expose $I_n$ and $I_{n-1}$. Collecting: $(3 + 6n)I_n = 4nI_{n-1} + 8\cdot6^n - 2$. Seed with $I_0 = \tfrac23(4 - 1) = 2$ and $I_1 = 6$ (by direct substitution), then $15I_2 = 8(6) + 8(36) - 2 = 334$, and $21I_3 = 12\cdot\tfrac{334}{15} + 8(216) - 2$, giving $I_3 = \tfrac{3322}{35}$.

    Worked example — a surface with a sinh substitution (WFM03 June 2025 Q7). Rotating $y = \cos 2x$, $0 \le x \le \tfrac\pi4$, through $2\pi$ about the $x$-axis (calculator-banned): $S = 2\pi\displaystyle\int_0^{\pi/4}\cos 2x\sqrt{1 + 4\sin^22x}\,dx$. With $2\sin 2x = \sinh\theta$, so $4\cos 2x\,dx = \cosh\theta\,d\theta$, the integral becomes $\tfrac\pi2\displaystyle\int\cosh^2\theta\,d\theta = \tfrac\pi4\Big[\sinh\theta\cosh\theta + \theta\Big]$ between $0$ and $\operatorname{arsinh}2 = \ln(2+\sqrt5)$, so $S = \tfrac\pi4\left(2\sqrt5 + \ln(2+\sqrt5)\right)$ — the $\cos 2x$ factors cancel exactly, which is why the substitution is supplied.

    Vocabulary Train
    English
    reduction formula/rɪˈdʌkʃn ˈfɔːmjʊlə/
    arc length/ɑːk leŋθ/
    surface of revolution
    3.5.1 3.5.2 3.5.3

    Vectors: products, lines and planes

    The vector product 向量积 $\mathbf a\times\mathbf b = \begin{vmatrix}\mathbf i&\mathbf j&\mathbf k\\a_1&a_2&a_3\\b_1&b_2&b_3\end{vmatrix}$ is perpendicular to both factors with $\lvert\mathbf a\times\mathbf b\rvert = \lvert\mathbf a\rvert\lvert\mathbf b\rvert\sin\theta$ — the parallelogram area. The scalar triple product 混合积 $\mathbf a\cdot(\mathbf b\times\mathbf c)$ is the signed parallelepiped volume; zero means the three vectors are coplanar. Lines: $\mathbf r = \mathbf a + t\mathbf b$ or $(\mathbf r - \mathbf a)\times\mathbf b = \mathbf 0$; planes: $\mathbf r\cdot\mathbf n = p$ or $\mathbf r = \mathbf a + s\mathbf b + t\mathbf c$ with $\mathbf n = \mathbf b\times\mathbf c$. Distance from a point to a plane: $\dfrac{\lvert\mathbf x\cdot\mathbf n - p\rvert}{\lvert\mathbf n\rvert}$; shortest distance between skew lines 异面直线: project the offset between anchor points onto the common normal $\mathbf b_1\times\mathbf b_2$.

    Left: the vector product as the parallelogram area with its normal. Right: the scalar triple product as the volume of the parallelepiped with the height marked.

    Worked example — planes to lines to distance (WFM03 June 2025 Q8). For $\Pi_1: \mathbf r = (4,2,-1) + \lambda(7,5,-6) + \mu(-3,1,2)$: the normal is $(7,5,-6)\times(-3,1,2) = (16,4,22) = 2(8,2,11)$, and substituting the anchor point gives $\mathbf r\cdot(8\mathbf i + 2\mathbf j + 11\mathbf k) = 32 + 4 - 11 = 25$. Intersecting with $\Pi_2: x - y + z = 7$: the line direction is $(8,2,11)\times(1,-1,1) = (13,3,-10)$ and a point solving both planes is $(\tfrac{13}5, -\tfrac{17}5, 1)$, so $(\mathbf r - (\tfrac{13}5, -\tfrac{17}5, 1))\times(13,3,-10) = \mathbf 0$. The line through $A(2,1,3)$ and $B(3,0,2)$ has direction $(1,-1,-1)$; the common normal is $(13,3,-10)\times(1,-1,-1) = (-13,3,-16)$, and the shortest distance is

    $$\frac{\left\lvert\left(-\tfrac35, \tfrac{22}5, 2\right)\cdot(-13,3,-16)\right\rvert}{\sqrt{434}} = \frac{\left\lvert\tfrac{39}5 + \tfrac{66}5 - 32\right\rvert}{\sqrt{434}} = \frac{11}{\sqrt{434}}.$$
    Vocabulary Train
    English
    vector product/ˈvektə ˈprɒdʌkt/
    scalar triple product
    skew lines/skjuː laɪnz/
    3.6.1 3.6.2 3.6.3 3.6.4 3.6.5 3.6.6 3.6.7 3.6.8

    Further matrix algebra

    Determinants and inverses extend to $3\times3$: expand along any row or column (signs $+\,-\,+\,-\,+\,-$); $\mathbf A^{-1} = \dfrac1{\det\mathbf A}(\text{adjugate})$, the adjugate being the transpose of the cofactor matrix. Singular 奇异 matrices ($\det = 0$) have no inverse and collapse dimension. $(\mathbf{AB})^T = \mathbf B^T\mathbf A^T$ and $(\mathbf{AB})^{-1} = \mathbf B^{-1}\mathbf A^{-1}$. An eigenvalue 特征值 $\lambda$ with eigenvector 特征向量 $\mathbf v$ satisfies $\mathbf{Av} = \lambda\mathbf v$ — row by row, each component of $\mathbf{Av}$ equals $\lambda$ times the corresponding component of $\mathbf v$ (not $\lambda$ itself). Given $\mathbf v$, read $\lambda$ off any row with a nonzero product; otherwise solve $\det(\mathbf A - \lambda\mathbf I) = 0$ and back-substitute. For a symmetric $\mathbf A$, eigenvectors for distinct eigenvalues are orthogonal, and an orthogonal matrix $\mathbf P$ of normalised eigenvectors diagonalises 对角化 it: $\mathbf P^T\mathbf{AP} = \mathbf D$.

    Worked example — eigenvalues from a given eigenvector (WFM03 June 2025 Q3). $\mathbf M = \begin{pmatrix}1&-1&4\\3&a&b\\a&1&b\end{pmatrix}$ has eigenvector $\mathbf i + 2\mathbf j + \mathbf k$. Row 1: $1 - 2 + 4 = 3 = 3(1)$, so $\lambda = 3$. Row 2: $3 + 2a + b$ must equal $\lambda\times 2 = 6$, and row 3: $a + 2 + b$ must equal $\lambda\times 1 = 3$. So $2a + b = 3$ and $a + b = 1$: subtracting, $a = 2$ and $b = -1$. With $\mathbf M = \begin{pmatrix}1&-1&4\\3&2&-1\\2&1&-1\end{pmatrix}$: the trace is $2$ and, expanding along row 1, $\det\mathbf M = 1(-2+1) + 1(-3+2) + 4(3-4) = -1 - 1 - 4 = -6$. The remaining eigenvalues then sum to $2 - 3 = -1$ and multiply to $\tfrac{-6}3 = -2$: they are $1$ and $-2$. Eigenvectors: for $\lambda = 1$, solving $(\mathbf M - \mathbf I)\mathbf v = \mathbf 0$ gives $-\,y + 4z = 0$ and $3x + y - z = 0$, so $\mathbf v = (-1, 4, 1)$; for $\lambda = -2$, $(\mathbf M + 2\mathbf I)\mathbf v = \mathbf 0$ gives $3x - y + 4z = 0$ and $2x + y + z = 0$, so $\mathbf v = (-1, 1, 1)$ (both row-checked). Trace and determinant are the free verification: $3 + 1 - 2 = 2$ ✓ and $3\cdot1\cdot(-2) = -6$ ✓.

    Worked example — singular and inverse with a parameter (WFM03 June 2025 Q6). $\mathbf A = \begin{pmatrix}1&k&2\\5&3&-2\\6&-1&4\end{pmatrix}$: $\det\mathbf A = 1(12-2) - k(20+12) + 2(-5-18) = -36 - 32k$, so $\mathbf A$ is singular when $k = -\tfrac98$. The adjugate (transposed cofactors) gives

    $$\mathbf A^{-1} = \frac1{-36-32k}\begin{pmatrix}10&-4k-2&-2k-6\\-32&-8&12\\-23&6k+1&3-5k\end{pmatrix}.$$

    Sanity-check the (1,1) entry of the product: $(1,k,2)\cdot(10,-32,-23) = 10 - 32k - 46 = -36 - 32k$, which cancels against the determinant to give $1$ ✓.

    Vocabulary Train
    English
    eigenvalue/ˈaɪdʒənvæljuː/
    eigenvector/ˈaɪdʒənvektə/
    diagonalise
    singular/ˈsɪŋɡjʊlə/
    3.6.1 3.6.2 3.6.3 3.6.4 3.6.5 3.6.6 3.6.7 3.6.8

    Checklist before you call this unit done

    • Define $\cosh, \sinh, \tanh$ from exponentials; derive the core identities; solve mixed equations via $e^x$ quadratics with exact $\ln$ answers.
    • Derive the $\operatorname{arsinh}, \operatorname{arcosh}, \operatorname{artanh}$ log forms; differentiate inverses with domains respected.
    • Use ellipse and hyperbola parametrics; convert between $b^2 = a^2(1-e^2)$ and $a^2(e^2-1)$; place foci and directrices; find tangents/normals at parametric points and via the $y = mx + c$ condition $c^2 = a^2m^2 \pm b^2$.
    • Differentiate and integrate hyperbolic and inverse functions, including by parts for $\int\operatorname{arcosh}$-type integrands.
    • Know the four surd/rational standard integrals; build reduction formulae by parts and iterate; compute arc lengths and surfaces of revolution exactly.
    • Compute $\mathbf a\times\mathbf b$ and $\mathbf a\cdot(\mathbf b\times\mathbf c)$ with their area and volume meanings; move between plane and line forms; find point-to-plane and skew-line distances.
    • Evaluate $3\times3$ determinants, invert via the adjugate, handle the singular case, find eigenvalues/eigenvectors (normalised when asked) and diagonalise symmetric matrices with an orthogonal $\mathbf P$.
  • 4

    M1 · Mechanics 1

    1.1.1

    Mechanics 1: models, motion and forces

    Mechanics 1 (M1, paper WME01/01, 1 hour 30 minutes, 75 marks, first assessment June 2019) is the applied unit of International AS Mathematics: P1 and P2 are assumed. Take $g = 9.8\ \mathrm{m\,s^{-2}}$ unless told otherwise, and give inexact answers to 2 or 3 significant figures. This reference covers modelling assumptions, vectors in mechanics, constant-acceleration kinematics, Newton's laws with connected particles, momentum and impulse, friction, statics and moments.

    Must-know for M1 (not in the formula booklet — memorise):

    Family Formulae
    momentum momentum $= mv$, impulse $= mv - mu$
    suvat $v = u + at$, $\ s = ut + \tfrac12at^2$, $\ s = vt - \tfrac12at^2$, $\ v^2 = u^2 + 2as$, $\ s = \tfrac12(u+v)t$
    forces resultant $= ma$ (component-wise), weight $= mg$, friction $F = \mu R$ when moving
    vectors $\lvert a\mathbf i + b\mathbf j\rvert = \sqrt{a^2+b^2}$, bearing from atan in the correct quadrant
    1.1.1

    Mathematical models in mechanics

    The words in a stem are instructions. A particle 粒子 has mass but no size; a lamina 薄片 has area but no thickness; a rod 杆 has length but no thickness; a rigid body 刚体 keeps its shape. Light means massless (a light rope transmits tension unchanged), uniform means the centre of mass sits at the midpoint, an inextensible string 不可伸长绳 keeps both ends moving with the same speed, and a smooth surface 光滑表面 versus a rough surface 粗糙表面 decide whether friction acts. A light smooth pulley 滑轮 changes a tension's direction, not its size. State the assumption you use — "smooth, so no friction" — because the marks are in the modelling as much as the algebra.

    Vocabulary Train
    English
    particle/ˈpɑːtɪkl/
    lamina/ˈlæmɪnə/
    rod
    rigid body/ˈrɪdʒɪd ˈbɒdi/
    inextensible string
    smooth surface
    rough surface
    pulley/ˈpʊli/
    1.2.1 1.2.2

    Vectors in mechanics

    Displacements, velocities, accelerations and forces are vectors: $(3\mathbf i - 4\mathbf j)$ has magnitude $5$ and direction $\tan^{-1}(-4/3)$ from the positive $x$-axis. Resolve into components, work component-wise, and combine at the end. The resultant 合力 of $\begin{pmatrix}a_1\\b_1\end{pmatrix} + \begin{pmatrix}a_2\\b_2\end{pmatrix}$ is $\begin{pmatrix}a_1+a_2\\b_1+b_2\end{pmatrix}$. With $\mathbf i$ east and $\mathbf j$ north, a bearing 方位角 is measured clockwise from north: the vector $-5\mathbf i - 12\mathbf j$ points south-west, at $\tan^{-1}(5/12) = 22.6°$ west of due south, so its bearing is $180 + 23 = 203°$.

    Worked example — position vectors and bearings (WME01 June 2025 Q2). Particle A has $\mathbf r_A(2) = (-5\mathbf i + 16\mathbf j)$ and $\mathbf r_A(5) = (10\mathbf i + 4\mathbf j)$. Velocity $= \dfrac{\Delta\mathbf r}{\Delta t} = \dfrac{15\mathbf i - 12\mathbf j}3 = 5\mathbf i - 4\mathbf j$, so $\mathbf r_A(t) = (-5\mathbf i + 16\mathbf j) + (t-2)(5\mathbf i - 4\mathbf j) = (5t-15)\mathbf i + (24-4t)\mathbf j$. With B at $\mathbf s_B = -5\mathbf i + 7\mathbf j + t(2\mathbf i - 3\mathbf j)$, at $t = 5$: $\overrightarrow{AB} = (5\mathbf i - 8\mathbf j) - (10\mathbf i + 4\mathbf j) = -5\mathbf i - 12\mathbf j$, bearing $203°$.

    Vocabulary Train
    English
    bearing/ˈbeərɪŋ/
    resultant/rɪˈzʌltənt/
    1.3.1

    Kinematics of a particle in a straight line

    Constant acceleration means the suvat formulae apply once per phase; the discipline is signs. Choose positive, write $s, u, v, a, t$ with signs for each phase, and pick the formula that avoids the unknown you do not want. Graphs: on a velocity–time graph the gradient is acceleration and the area is displacement (area below the axis counts negative); a speed–time graph cannot go negative, so upward motion then downward motion appears as a V.

    Worked example — up and down (WME01 June 2025 Q3). A ball is projected vertically up from A, 12 m above the ground at B, and takes 4 s to reach B. Taking up positive with $A$ as origin, $s = -12$: $-12 = 4U - 4.9(16)$, so $U = 16.6\ \mathrm{m\,s^{-1}}$ (2 s.f. 17). Speed at the ground: $v^2 = 16.6^2 + 2(9.8)(12) = 510.8$, so $v = 22.6\ \mathrm{m\,s^{-1}}$. The speed–time graph is a V: falling from 16.6 to zero at the top (after $16.6/9.8 = 1.7$ s), then rising to 22.6 at $t = 4$ — the downward leg is longer and steeper.

    Left: a velocity-time trapezium with gradient a and area s marked. Right: the speed-time V of the worked example, vertex on the time axis, labelled 16.6, 22.6 and t = 4.
    1.4.1 1.4.2

    Newton's laws and connected particles

    Newton's second law, applied one way along a line: $F_{\text{net}} = ma$ with every force resolved and signed. For two connected particles on a light inextensible string, write an equation of motion for EACH body (same tension, same speed magnitude), then eliminate $T$. On an inclined plane resolve along and perpendicular to the slope; $\tan\theta = 3/4$ means $\sin\theta = 3/5$, $\cos\theta = 4/5$.

    Worked example — two ropes on a barge (WME01 June 2025 Q4). Forces of 800 N at $25°$ above the line of motion and 500 N at $\alpha$ below it pull a barge straight along the canal. Perpendicular to the motion there is no acceleration: $800\sin25° = 500\sin\alpha$, so $\sin\alpha = 0.676$ and $\alpha = 43°$. Along the motion, with mass 15000 kg and resistance 750 N: $800\cos25° + 500\cos\alpha - 750 = 15000a$, giving $a = 0.023\ \mathrm{m\,s^{-2}}$ — three-decimal answers are expected when the numbers are this small.

    Worked example — pulley, start to finish (WME01 June 2025 Q8). Balls P (mass $kM$) and Q (mass $3M$, $k < 3$) hang over a fixed light smooth pulley and accelerate at $\tfrac g5$. Equations of motion: $T - kMg = kM\cdot\tfrac g5$ (P up) and $3Mg - T = 3M\cdot\tfrac g5$ (Q down). Eliminating $T$: $3Mg - kMg = \tfrac{g}5(3M + kM)$, so $5(3-k) = 3+k$ and $k = 2$. The string pulls the pulley down with $2T$: with $M = 0.5$ kg, $T = 1(9.8 + 1.96) = 11.76$ N, so the force is $23.5$ N. When Q lands after falling 2.5 m its speed is $\sqrt{2\cdot\frac g5\cdot2.5} = \sqrt{g} = 3.13$; if it rebounds at $0.4\ \mathrm{m\,s^{-1}}$, the impulse on Q is $1.5(3.13 + 0.4) = 5.3$ N s. P then coasts upward against gravity alone for $\tfrac{\sqrt g}g = 0.32$ s after a $5/\sqrt g = 1.60$ s descent phase: total time to rest $\approx 1.9$ s.

    A light smooth pulley with P of mass kM on the left and Q of mass 3M on the right, tensions T up each side, weights drawn, and the force 2T on the pulley marked.
    1.4.3

    Momentum and impulse

    Momentum $mv$ and impulse 冲量 $I = mv - mu$ are signed along the line. Newton's third law makes the impulse exerted on each of two colliding bodies equal in magnitude and opposite in direction — use one of them, not both. For a direct collision, conservation of momentum $m_1u_1 + m_2u_2 = m_1v_1 + m_2v_2$ needs consistent signs; restitution is NOT in M1.

    Worked example — impulse on both bodies (WME01 June 2025 Q1). P (mass $km$, speed $5u$) catches Q (mass $3m$, speed $2u$); afterwards P still moves forward at $2u$ and Q at $v$. The impulse on Q is $4.5mu$: $3m(v - 2u) = 4.5mu$, so $v = 3.5u$. The impulse on P is equal and opposite: $km(5u - 2u) = 4.5mu$, so $k = 1.5$.

    Vocabulary Train
    English
    impulse/ˈɪmpʌls/
    1.4.4

    Friction

    On a rough surface the contact force splits into the normal reaction 法向反力 $R$ (perpendicular) and friction $F$ (along, opposing motion or its tendency). Moving: $F = \mu R$ with $\mu$ the coefficient of friction 摩擦系数. In equilibrium $F \le \mu R$, with equality at limiting equilibrium — the phrase "on the point of moving" licenses $F = \mu R$.

    Worked example — a package on a rough slope (WME01 June 2025 Q6). With $\tan\theta = \tfrac34$ and $\mu = \tfrac14$: perpendicular, $R = mg\cos\theta = \tfrac45mg$; along (up positive, decelerating): $-mg\sin\theta - \tfrac14R = ma$, so $a = -g(\tfrac35 + \tfrac15) = -\tfrac45g$ — the deceleration is $\tfrac45g$, and the answer must stay as an exact fraction of $g$. Held at rest on the slope by a force $X$ up the plane (mass 2 kg): $X + \tfrac14(2g\cdot\tfrac45) = 2g\cdot\tfrac35$, so $X = \tfrac45g = 7.84$ N.

    A block of mass m on a plane inclined at theta with tan theta = 3/4, showing the weight resolved into mg sin theta and mg cos theta, the normal reaction R, and friction F = mu R acting down the slope.
    Vocabulary Train
    English
    coefficient of friction/ˌkəʊɪˈfɪʃənt ɒv ˈfrɪkʃn/
    normal reaction/ˈnɔːml rɪˈækʃn/
    1.5.1 1.5.2 1.5.3

    Statics of a particle

    A particle is in equilibrium 平衡 when the resultant force is zero: resolve in two perpendicular directions and set both totals to zero, or draw a closed vector triangle. Weight $mg$ down, normal reaction perpendicular to the surface, tension 张力 along a string away from the body (thrust along a rod pushes), friction along the surface opposing slipping. On rough ground at rest, $F$ is whatever closes the polygon, capped at $\mu R$.

    Worked example — forces in equilibrium (original). A particle of weight 50 N hangs from two light strings at $40°$ and $60°$ to the vertical. Resolving horizontally: $T_1\sin40° = T_2\sin60°$; vertically: $T_1\cos40° + T_2\cos60° = 50$. From the first, $T_2 = 0.742T_1$; then $T_1(0.766 + 0.371) = 50$, so $T_1 = 44$ N and $T_2 = 33$ N (2 s.f.).

    Vocabulary Train
    English
    tension/ˈtenʃn/
    equilibrium/ˌiːkwɪˈlɪbrɪəm/
    1.6.1

    Moments

    The moment of a force 力矩 about a point is force × perpendicular distance, with a sign per sense. A rigid body in equilibrium has zero resultant moment about ANY point — so pick the pivot that kills the most unknowns. "On the point of tilting about X" means the reaction elsewhere has dropped to zero and moments are taken about X.

    Worked example — a rod on a ledge (WME01 June 2025 Q5). A non-uniform rod AB of length $3a$ rests on a horizontal ledge with the edge at C, $AC = 2a$, centre of mass $d$ from A. An upward force $P$ at B tilts it about A: moments about A give $3aP = Wd$. A downward force $1.25P$ at B tilts it about C: $1.25Pa = W(2a - d)$. Substituting $P = \tfrac{Wd}{3a}$ (in units of $a$): $1.25\cdot\tfrac d3 = 2 - d$, so $1.25d = 6a - 3d$, giving $4.25d = 6a$ and $d = \tfrac{24a}{17}$. The lesson: each tilting case has its own pivot, and only the weight's moment survives unchanged between them.

    Vocabulary Train
    English
    moment of a force/ˈməʊmənt əvə fɔːs/
    1.6.1

    Checklist before you call this unit done

    • Name the modelling assumptions in play (particle, light rod, inextensible string, smooth/rough) and say what each buys you.
    • Work with position and velocity vectors component-wise; convert directions to bearings; find relative positions at a common time.
    • Solve one-phase and multi-phase suvat problems with signs fixed per phase; read gradients and areas off motion graphs; sketch the speed-time V for up-then-down motion.
    • Apply $F = ma$ per body along the line of motion; handle connected particles over pulleys with paired equations; find the force on a pulley as $2T$.
    • Use impulse-momentum on ONE body of a collision pair; conserve momentum with consistent signs.
    • Split contact forces into $R$ and $F$; apply $F = \mu R$ when moving or limiting; resolve on inclined planes using $\sin\theta = 3/5$, $\cos\theta = 4/5$ for $\tan\theta = 3/4$.
    • Close force polygons for equilibrium in two directions; cap static friction at $\mu R$.
    • Take moments about the pivot that removes unknowns; switch pivots when the tilting point changes.
  • 5

    M2 · Mechanics 2

    2.1.1

    Mechanics 2: projectiles, centres of mass, energy and collisions

    Mechanics 2 (M2, paper WME02/01, 1 hour 30 minutes, 75 marks, first assessment June 2020) is the IAL applied unit that builds on M1: P1–P4 and M1 are assumed. Take $g = 9.8\ \mathrm{m\,s^{-2}}$ unless the question's model says otherwise (one June 2025 question uses 10). This reference covers variable-acceleration kinematics, centres of mass, work, energy and power, collisions with restitution, and statics of rigid bodies.

    Must-know for M2 (not in the booklet):

    Family Formulae
    energy kinetic energy 动能 $= \tfrac12mv^2$, potential energy 势能 $= mgh$, work $= Fs$, power $= Fv = \tfrac{dW}{dt}$
    calculus kinematics $v = \int a\,dt$, $s = \int v\,dt$ (constants closed by initial conditions)
    restitution $e = \dfrac{v_B - v_A}{u_A - u_B}$ along the line, $0 \le e \le 1$
    M1 carryover momentum $mv$, impulse $= mv - mu$, $F = \mu R$, moments
    Vocabulary Train
    English
    kinetic energy/kɪˈnetɪk ˈenədʒi/
    potential energy/pəˈtenʃl ˈenədʒi/
    2.1.1 2.1.2 2.1.3 2.1.4

    Kinematics with variable acceleration

    When acceleration is a function of time, integrate: 积分 $v = \int a\,dt$ and $s = \int v\,dt$, with the constants fixed by the initial conditions ("at rest at O" kills both). For total DISTANCE when the particle turns around, find the stopping time ($v = 0$) and add both legs. Position vectors differentiate component-wise: $\mathbf v = \tfrac{d\mathbf r}{dt}$, $\mathbf a = \tfrac{d\mathbf v}{dt}$.

    Worked example — integration with a trap (WME02 June 2025 Q1). With $a = k(3 - t^2)$ from rest at O and $v(1.5) = 13.5$: $v = k(3t - \tfrac{t^3}3)$ (constant zero by rest), and $k(4.5 - 1.125) = 3.375k = 13.5$ gives $k = 4$. Then $s = 6t^2 - \tfrac{t^4}3 = \tfrac{t^2}3(18 - t^2)$. For the total distance back to O: $v = \tfrac{4t}3(9 - t^2) = 0$ at $t = 3$, $s(3) = 27$, so the particle travels $27 + 27 = 54$ m — the return leg is a second 27, not a subtraction.

    Worked example — vector velocity then impulse (WME02 June 2025 Q2). With $\mathbf r = 4\sqrt t\,\mathbf i - 3t\mathbf j$ (metres, $t$ seconds), mass 3 kg: $\mathbf v = \tfrac{d\mathbf r}{dt} = 2t^{-1/2}\mathbf i - 3\mathbf j$, so at $t = 4$ the velocity is $\mathbf i - 3\mathbf j$. An impulse $(6\mathbf i - 3\mathbf j)$ N s gives $3(\mathbf v' - (\mathbf i - 3\mathbf j)) = (6\mathbf i - 3\mathbf j)$, so $\mathbf v' = 3\mathbf i - 4\mathbf j$ and the speed is $5\ \mathrm{m\,s^{-1}}$ — differentiate FIRST, apply the impulse at the stated instant second.

    Vocabulary Train
    English
    integration/ˌɪntɪˈɡreɪʃn/
    2.2.1 2.2.2

    Centres of mass: particles, laminas and wire frameworks

    Left: the S-shaped wire framework - straight line A-C-O-D-B with the outer semicircular arc of radius 2a to the right and the inner arc of radius a to the left, COM distances 4a/pi and 2a/pi marked from the line. Right: the construction triangle A-O-E with the right angle at O, G on OE at distance d, the dashed hanging line AG, and the angles theta and OAG at A.

    For particles: the centre of mass 质心 is $\bar x = \dfrac{\sum mx}{\sum m}$. For uniform bodies use the table method — split into pieces whose COM you know (booklet: semicircular wire $\tfrac{2r}\pi$, semicircular lamina $\tfrac{4r}{3\pi}$, sector, arc), weight each piece by MASS (lamina: area; wire: length), and take moments about a convenient line. Pieces on opposite sides of the line carry opposite signs. Composite laminas subtract holes as negative areas.

    Worked example — an S-shaped wire framework 线框架 (WME02 June 2025 Q3). Two semicircular wire arcs, AB of radius $2a$ and CD of radius $a$, both centred at O on opposite sides of the straight wire ACDB ($AC = DB = a$). Table (about the line AB):

    piece length COM from AB moment
    arc AB $2\pi a$ $\tfrac{2(2a)}\pi = \tfrac{4a}\pi$ $8a^2$
    arc CD $\pi a$ $-\tfrac{2a}\pi$ (opposite side) $-2a^2$
    straights $2a$ $0$ $0$

    Total length $(3\pi + 2)a$; moments $6a^2$; so the centre of mass is $\dfrac{6a}{3\pi + 2}$ from AB. Suspended from A with E on the arc where $\angle AOE = 90°$: the symmetry line OE carries G, so $\tan\angle OAG = \dfrac{3}{3\pi+2}$, and since $OA = OE$ makes $\angle OAE = 45°$, the angle $\theta$ of AE below the vertical satisfies $\theta = 45° - \angle OAG$, giving $\tan\theta = \dfrac{3\pi - 1}{3\pi + 5}$.

    Vocabulary Train
    English
    centre of mass/ˈsentə ɒv mæs/
    wire framework
    2.2.3

    Suspending laminas and frameworks

    A freely suspended body hangs with its centre of mass vertically below the point of suspension. The angle asked for is usually between a drawn chord of the body and the vertical: find the angle at the suspension point by right-angled trigonometry with the COM distance, then adjust by any geometry angle (isosceles triangles are the standard source of 45°, 60°).

    2.3.1

    Work, energy and power

    Work done 功 by a constant force: $Fs$ along the motion (negative against it); gravity does $\pm mgh$. The work-energy principle 功能原理: total work = change in KE. conservation of mechanical energy 机械能守恒: energy is conserved when only gravity does work; resistance enters as work $-Rs$. power 功率 $P = Fv$: at constant speed the driving force balances resistance plus gravity-components, so $v = \tfrac PF$; at a given speed the excess force accelerates.

    Worked example — a car on a slope (WME02 June 2025 Q4). A 750 kg car climbs a slope with $\sin\alpha = \tfrac17$, resistance 200 N, engine at 20 kW. Constant speed: $\tfrac{20000}V = 750(9.8)\tfrac17 + 200 = 1250$, so $V = 16\ \mathrm{m\,s^{-1}}$. At $10\ \mathrm{m\,s^{-1}}$: $2000 - 1250 = 750a$, so $a = 1\ \mathrm{m\,s^{-2}}$. Engine off at A at $10\ \mathrm{m\,s^{-1}}$: work-energy gives $\tfrac12(750)(100) = 750g(d\sin\alpha) + 200d$, i.e. $37500 = 1250d$ and $d = 30$ m — the resistance acts over the SLOPE distance $d$, gravity over the height $d\sin\alpha$.

    Left: a projectile trajectory meeting a 60-degree plane perpendicularly at A, with the velocity arrow at 30 degrees below the horizontal and the height H marked. Right: the same trajectory with the velocity components V (vertical) and 2V (horizontal) marked at the 11 m point.

    Worked example — a projectile closed by energy (WME02 June 2025 Q7). A projectile 抛体 on a parabolic trajectory 轨迹 leaves O at $20\ \mathrm{m\,s^{-1}}$ ($g = 10$) is 11 m up when its vertical component is $V$ and its horizontal component $2V$. Energy: $200 = \tfrac12(V^2 + 4V^2) + 110$, so $V = 6$ (components 6 and 12). It meets a plane at $60°$ to the horizontal PERPENDICULARLY, so the velocity is at $30°$ below horizontal: speed $= \tfrac{12}{\cos30°} = 8\sqrt3$, and energy from O gives $200 = \tfrac12(192) + 10H$, so $H = 10.4 \to 10$ m (2 s.f.).

    Vocabulary Train
    English
    projectile/prəˈdʒektaɪl/
    trajectory/trəˈdʒektəri/
    work done/wɜːk dʌn/
    power/ˈpaʊə/
    work-energy principle
    conservation of mechanical energy
    2.4.1 2.4.2

    Collisions and restitution

    Newton's experimental law, the coefficient of restitution 恢复系数: $e = \dfrac{v_B - v_A}{u_A - u_B}$ (separation speed over approach speed, $0 \le e \le 1$; $e = 1$ elastic, $e = 0$ they stick). With conservation of momentum, two equations solve any direct collision. The KE loss always factorises with $(1 - e^2)$: loss $= \tfrac{m_Am_B}{2(m_A+m_B)}(1-e^2)(u_A - u_B)^2$ — and the impulse on either body comes from its own momentum change. A rebound from a fixed wall multiplies the speed by $e$ outright.

    Worked example — the full collision story (WME02 June 2025 Q5). P (mass $2m$, speed $u$) strikes Q (mass $m$) at rest, restitution $e$. Momentum: $2u = 2v_P + v_Q$; restitution: $eu = v_Q - v_P$. Solving: $v_Q = \tfrac{2(1+e)u}3$, $v_P = \tfrac{(2-e)u}3$. The KE after is $\tfrac{mu^2}3(2 + e^2)$, so the loss is $\tfrac{mu^2}3(1 - e^2)$ — the factor $k = \tfrac13$. If the impulse on Q is $\tfrac89mu$: $m\cdot\tfrac{2(1+e)u}3 = \tfrac{8mu}9$ gives $e = \tfrac13$. Q then rebounds from a wall with restitution $f$ to match P's speed $\tfrac59u$: $f\cdot\tfrac89u = \tfrac59u$, so $f = \tfrac58$.

    Vocabulary Train
    English
    coefficient of restitution/ˌkəʊɪˈfɪʃənt ɒv rɪstɪˈtjuːʃn/
    2.4.3

    Successive impacts

    Three-body and wall chains are bookkeeping: solve the first collision completely, carry the surviving speeds into the next impact, and only equate quantities the question ties together ("same speed", "at rest"). Wall rebounds reverse direction and scale speed by $e$; keep a signed diagram per stage.

    2.5.1 2.5.2

    Statics of rigid bodies

    A uniform rod AB leaning at angle theta with end A on rough ground, resting against a smooth horizontal rail at C (AC = 1.5a): the weight mg at the midpoint, the rail reaction S perpendicular to the rod, and the floor components F (horizontal) and V (vertical) at A.

    A rigid body 刚体 in equilibrium needs zero resultant force AND zero resultant moment 力矩 about any point. Choose the pivot to eliminate unknowns (a smooth rail's single unknown reaction is why moments about the floor contact pay off). Resolve horizontally and vertically for the contact components; on a rough floor at limiting equilibrium 极限平衡 friction 摩擦力 $F = \mu R$ with $F$ horizontal.

    Worked example — a rod against a smooth rail (WME02 June 2025 Q6). A uniform rod AB (mass $m$, length $2a$) rests with A on rough ground against a smooth rail at C, $AC = 1.5a$, inclination $\theta$, the normal reaction 法向反力 $S$ of the rail, perpendicular to the rod. Moments about A: $S(1.5a) = mg\,a\cos\theta$, so $S = \tfrac{2mg\cos\theta}3$. Vertically: $V = mg - S\cos\theta = \tfrac{mg}3(3 - 2\cos^2\theta)$. Limiting equilibrium with $\mu = \tfrac47$: $F = S\sin\theta$, so $\tfrac47\cdot\tfrac{mg}3(3 - 2\cos^2\theta) = \tfrac{2mg}3\cos\theta\sin\theta$. Dividing by $\cos^2\theta$ and using $\sec^2\theta = 1 + \tan^2\theta$: $12\tan^2\theta - 14\tan\theta + 4 = 0$, i.e. $6\tan^2\theta - 7\tan\theta + 2 = 0$.

    Vocabulary Train
    English
    limiting equilibrium/ˈlɪmɪtɪŋ ˌiːkwɪˈlɪbrɪəm/
    normal reaction/ˈnɔːml rɪˈækʃn/
    friction/ˈfrɪkʃn/
    rigid body/ˈrɪdʒɪd ˈbɒdi/
    moment/ˈməʊmənt/
    2.5.1 2.5.2

    Checklist before you call this unit done

    • Integrate $a(t)$ to $v$ and $s$ with constants from the initial conditions; handle total distance via the turning point; differentiate $\mathbf r(t)$ for vector velocity and apply impulses as $\mathbf I = m\Delta\mathbf v$.
    • Build COM tables (mass/area/length weighting) with signed distances for opposite-side pieces and negative holes; use the booklet's wire and lamina results; find suspension angles by trigonometry at the suspension point plus any isosceles-triangle angle.
    • Apply work-energy and conservation of mechanical energy, with resistance work over slope distance and $P = Fv$ both ways.
    • Solve direct collisions with momentum + restitution; state both speeds; compute the $(1-e^2)$ energy loss and per-body impulses; chain wall rebounds and second collisions with a signed diagram.
    • For rigid bodies: moments about the unknown-killing pivot, resolve for components, and close limiting-equilibrium problems into an equation in $\tan\theta$.
  • 6

    M3 · Mechanics 3

    Learning program coming soon

  • 7

    S1 · Statistics 1

    1.1.1

    Statistics 1: data, probability, regression and distributions

    Statistics 1 (S1, paper WST01/01, 1 hour 30 minutes, 75 marks, first assessment June 2019) is the statistics partner of M1 in International AS Mathematics; P1 and P2 are assumed. The formula booklet carries the statistical tables; the formulas below are yours to know. This reference covers data representation and summary, probability, correlation and regression, discrete random variables and the Normal distribution.

    Must-know for S1 (not in the booklet):

    Family Formulae
    means $\bar x = \dfrac{\sum x}n$ or $\dfrac{\sum fx}{\sum f}$
    probability $P(A') = 1 - P(A)$, $\ P(A\cup B) = P(A)+P(B)-P(A\cap B)$, $\ P(A\cap B) = P(A)P(B\mid A)$
    coding $E(aX+b) = aE(X)+b$, $\ \mathrm{Var}(aX+b) = a^2\mathrm{Var}(X)$
    Normal $Z = \dfrac{X-\mu}\sigma$ for $X\sim N(\mu, \sigma^2)$
    1.1.1

    Mathematical models in probability and statistics

    A statistical model is a simplified description of a real situation used to represent, analyse and predict. Reasons to use one: it is quicker and cheaper than the real experiment, it can be repeated and refined, and it exposes relationships. Know the standard reasons — "to make predictions" alone is not enough for the mark.

    1.2.1

    Representing data: histograms, stem and leaf, box plots

    In a histogram 直方图 the AREA is frequency: bar height is frequency density $\dfrac{\text{frequency}}{\text{class width}}$, so unequal classes get unequal widths, and comparing bars is comparing densities. A stem and leaf 茎叶图 keeps the original values (back-to-back compares two groups). A box plot 箱线图 shows minimum, lower quartile, median, upper quartile, maximum, with outliers 异常值 marked as separate crosses under whatever rule the question states.

    Left: a histogram of unequal-width classes with frequency density on the vertical axis, one bar annotated frequency = density x width. Right: a box plot with the quartiles labelled and an outlier marked beyond the whisker.

    Worked example — histogram heights by ratio (WST01 June 2025 Q5a). Speeds of 225 cars in classes of widths 5, 5, 10, 15, 15 with frequencies 54, 90, 60, 15, 6: the densities are 10.8, 18, 6, 1, 0.4. The tallest bar (25–30, density 18) is drawn 10 cm tall, so the second-tallest (20–25, density 10.8) measures $\tfrac{10.8}{18}\times 10 = 6$ cm. Beware: the 30–40 bar ALSO has density 6 — only the ratio argument earns the marks, not "60 ÷ 10".

    Vocabulary Train
    English
    histogram/ˈhɪstəɡræm/
    stem and leaf
    box plot/bɒks plɒt/
    outlier/ˈaʊtlaɪə/
    1.2.2 1.2.3

    Measures of location and dispersion

    For grouped data, estimate the median 中位数 or quartiles by linear interpolation inside the containing class: $Q_2 = a + w\times\dfrac{\tfrac n2 - F}{f}$. The interquartile range 四分位距 is $Q_3 - Q_1$; variance is $\sigma^2 = \dfrac{\sum x^2}n - \bar x^2$ (or $\dfrac{\sum fx^2}{\sum f} - \bar x^2$). Combining groups: total $\sum x = \sum n_i\bar x_i$, total $\sum x^2$ adds directly, then reapply the formulas. The standard deviation 标准差 is the square root of the variance. Coding reverses: if $w = 11.5d$, then $S_{td} = \dfrac{S_{tw}}{11.5}$ and $S_{dd} = \dfrac{S_{ww}}{11.5^2}$.

    Worked example — combining two classes (WST01 June 2025 Q2). Class A: $n = 24$, $\bar x = 47$, $\sum x^2 = 66876$; class B: $n = 30$, $\bar x = b$, $\sum x^2 = 73826$; the 54 combined students average 45. Then $\sum x = 54(45) = 2430$, so $\sum x_B = 2430 - 24(47) = 1302$ and $b = 43.4$. The combined standard deviation: $\sigma = \sqrt{\tfrac{66876 + 73826}{54} - 45^2} = \sqrt{24.095\ldots} = 24.1$. If every B mark rises by 2: B's variance is unchanged (shifting moves nothing), the combined mean increases, and the combined SD decreases — B now sits closer to A, so the whole group is less spread.

    Worked example — interpolation quartiles (WST01 June 2025 Q5c–d). With cumulative frequencies 54, 144, 204, 219, 225: the median is the 112.5th value, inside 25–30: $Q_2 = 25 + 5\times\tfrac{112.5-54}{90} = 28.25$. $Q_3$ is the 168.75th, inside 30–40: $Q_3 = 30 + 10\times\tfrac{168.75-144}{60} = 34.125$, so with $Q_1 = 25.14$ given, $IQR = 8.985$.

    Vocabulary Train
    English
    median/ˈmiːdiːən/
    interquartile range/ˌɪntəˈkwɔːtaɪl reɪndʒ/
    standard deviation/ˈstændəd ˌdiːvɪˈeɪʃn/
    1.2.4

    Skewness

    Compare distances: $(Q_3 - Q_2)$ versus $(Q_2 - Q_1)$, or mean versus median. Above, $5.875 > 3.11$ (and mean $30.6 >$ median $28.25$), so the speeds are positively skewed 右偏 (right-skewed) — which is also why a Normal model would be refused.

    Vocabulary Train
    English
    positively skewed
    1.3.1 1.3.2 1.3.3 1.3.4

    Probability

    Work from the sample space 样本空间: listing outcomes beats formula-grabbing. For any two events, $P(A\cup B) = P(A) + P(B) - P(A\cap B)$ and $P(A\cap B) = P(A)P(B\mid A)$; independence 独立 means $P(B\mid A) = P(B)$, giving the product rule. Conditional probability 条件概率 reverses the tree: $P(B\mid A) = \dfrac{P(A\cap B)}{P(A)}$. Without replacement, the second-layer fractions drop by one in numerator and denominator.

    Left: a tree diagram for two beads drawn without replacement, first-layer fractions 6/9 and 3/9, second layer 5/8, 3/8 and 6/8, 2/8. Right: a Venn diagram of events C and D with P(C) = 0.23, P(D) = 0.45, intersection 0.09.

    Worked example — Venn to conditional (WST01 June 2025 Q4). $P(C\cup D) = 0.59$, $P(D) = 0.45$, $P(C\mid D) = 0.2$. Then $P(C\cap D) = 0.2 \times 0.45 = 0.09$ and $P(C) = 0.59 + 0.09 - 0.45 = 0.23$ — fill the Venn diagram and both answers fall out.

    Worked example — a tree with reversal (WST01 June 2025 Q7). Bag: 3 white, 6 yellow; two drawn without replacement. Tree: $\tfrac69, \tfrac39$, then $\tfrac58, \tfrac38$ after yellow and $\tfrac68, \tfrac28$ after white. Exactly one yellow: $\tfrac69\cdot\tfrac38 + \tfrac39\cdot\tfrac68 = \tfrac12$. At least one white: $1 - \tfrac69\cdot\tfrac58 = \tfrac7{12}$. Given at least one white, both white: $\dfrac{\tfrac39\cdot\tfrac28}{\tfrac7{12}} = \dfrac1{12}\cdot\dfrac{12}7 = \dfrac17$.

    Vocabulary Train
    English
    conditional probability/kənˈdɪʃənl ˌprɒbəˈbɪlɪti/
    independence/ˌɪndɪˈpendəns/
    sample space/ˈsæmpl speɪs/
    1.4.1 1.4.2 1.4.3

    Correlation and regression

    The product moment correlation coefficient 相关系数 $r = \dfrac{S_{xy}}{\sqrt{S_{xx}S_{yy}}}$ measures LINEAR association ($-1 \le r \le 1$); interpret in context. The least-squares regression line 回归线 of $y$ on $x$ is $y = a + bx$ with $b = \dfrac{S_{xy}}{S_{xx}}$ and $a = \bar y - b\bar x$ — only usable to predict $y$ FROM $x$, and only within the data range (extrapolation is the flagged danger). Swap $x$ and $y$ and the line is different.

    Worked example — coded regression (WST01 June 2025 Q3). With $w = 11.5d$, $S_{tt} = 26.43$, $S_{tw} = -91.55$, $\sum w = 339.25$, $\sum t = 9.1$, $\sum w^2 = 10036.45$ over 12 days: $S_{ww} = 10036.45 - \tfrac{339.25^2}{12} = 445.57$; the pmcc $r = \dfrac{-91.55}{\sqrt{26.43 \times 445.57}} = -0.844$ — warmer days, less gas. The regression of $w$ on $t$: $b = \tfrac{-91.55}{26.43} = -3.46$, $a = \tfrac{339.25}{12} - (-3.46)\tfrac{9.1}{12} = 30.9$, so $w = -3.46t + 30.9$; divide through by 11.5 for $d$ on $t$: $d = -0.301t + 2.69$. At $t = 2$: $d = 2.09$ m³, and each extra degree means about $0.3$ m³ less gas.

    Vocabulary Train
    English
    regression line/rɪˈɡreʃn laɪn/
    correlation coefficient/ˌkɒrɪˈleɪʃn ˌkəʊɪˈfɪʃənt/
    1.5.1 1.5.2 1.5.3 1.5.4

    Discrete random variables

    A discrete random variable 离散随机变量 takes isolated values with probabilities $p(x) = P(X = x)$ summing to 1; its probability function 概率函数 table is the object. Expectation 期望 $E(X) = \sum xp(x)$, $E(X^2) = \sum x^2p(x)$, variance 方差 $\mathrm{Var}(X) = E(X^2) - [E(X)]^2$. The cumulative function $F(x_0) = P(X \le x_0)$ adds probabilities up to $x_0$. The discrete UNIFORM distribution on $1, \dots, n$ has $E(X) = \tfrac{n+1}2$ and $\mathrm{Var}(X) = \tfrac{n^2-1}{12}$.

    Worked example — the full routine (WST01 June 2025 Q1). X with probabilities 0.3, 0.2, 0.35, 0.15 on 1–4. $F(3.5) = 0.3+0.2+0.35 = 0.85$. The inequality $3X - 3 < X + 2$ solves to $X < 2.5$, so $P = 0.5$ — solve for $X$ FIRST, then add. $E(X) = 2.35$, $E(X^2) = 6.65$, $\mathrm{Var}(X) = 6.65 - 2.35^2 = 1.1275$; and $\mathrm{Var}(5-2X) = 4(1.1275) = 4.51$ by the coding rule.

    Vocabulary Train
    English
    discrete random variable/dɪˈskriːt ˈrændəm ˈveərɪəbl/
    probability function
    expectation/ekspɪkˈteɪʃn/
    variance/ˈveərɪəns/
    1.5.1#occurrence2

    The Normal distribution

    For the Normal distribution 正态分布 $X\sim N(\mu, \sigma^2)$, standardise: $Z = \dfrac{X-\mu}\sigma$ then read the table. Symmetry does half the work: $P(X > \mu + 2\sigma) = P(Z > 2) = 0.0228$ and $P(\mu - 2\sigma < X < \mu + 2\sigma) = 1 - 2(0.0228) = 0.9544$. Reverse problems give $z$ from the table, then $x = \mu + z\sigma$; two conditions on the same $k$ give simultaneous equations.

    The Normal curve centred at mu = 502 with standard-deviation ticks at 496, 499, 505, 508; the tails beyond 496 and 508 shaded (about 2.28 percent each), and the standardising arrow Z = (X minus mu)/sigma.

    Worked example — bags of flour (WST01 June 2025 Q6). Small bags $X\sim N(502, 3^2)$: $P(X > 508) = P(Z > 2) = 0.0228$. Of 4 bags, exactly 2 over 508: $6(0.0228)^2(0.9772)^2 = 0.00298$. Large bags $Y\sim N(1024, \sigma^2)$ with 85th percentile 1038.51: $z_{0.85} = 1.0364$, so $\sigma = \tfrac{14.51}{1.0364} = 14$. If $P(X > k) = P(Y < 2k)$, then $\tfrac{k-502}3 = \tfrac{1024-2k}{14}$, so $14k - 7028 = 3072 - 6k$, $k = 505$, and $p = P(Z > 1) = 0.159$.

    Vocabulary Train
    English
    Normal distribution/ˈnɔːml ˌdɪstrɪˈbjuːʃn/
    1.5.1#occurrence2

    Checklist before you call this unit done

    • Give several reasons why statistical models are used; keep "cheap and quick" plus one more.
    • Compute frequency densities for unequal classes; compare histogram bars by ratio; interpolate quartiles inside the containing class; mark outliers under the stated rule.
    • Combine data sets through $\sum x$ and $\sum x^2$; reverse coding on $S$ statistics; predict the effect of shifting or scaling on mean, variance and SD.
    • Solve probability questions from Venn diagrams and trees, with and without replacement; reverse conditionals with $P(A\cap B)/P(A)$.
    • Compute $r$ from $S$ statistics and interpret it; fit $y = a + bx$; predict only within range; pass coded data back to the original variable.
    • Run the discrete DRV routine: probabilities sum to 1, solve inequalities for $X$ first, $E(X)$, $E(X^2)$, variance, linear coding; quote the uniform results.
    • Standardise both directions for Normal questions; use symmetry; finish two-condition problems with simultaneous equations.
  • 8

    S2 · Statistics 2

    Learning program coming soon

    Handout

    Statistics 2: distributions, continuous variables and hypothesis tests

    Statistics 2 (S2, paper WST02/01, 1 hour 30 minutes, 75 marks, first assessment June 2020) follows S1 in the applied route: P1–P2 and S1 are assumed. The booklet carries the binomial, Poisson and Normal tables. This reference covers the binomial and Poisson distributions with their approximations, continuous random variables, the uniform distribution, sampling and the full hypothesis-testing routine.

    Must-know for S2 (not in the booklet):

    Family Formulae
    binomial $X\sim B(n, p)$: $E(X) = np$, $\mathrm{Var}(X) = np(1-p)$, $P(X = r) = \binom nr p^r(1-p)^{n-r}$
    Poisson $X\sim\mathrm{Po}(\lambda)$: $E(X) = \mathrm{Var}(X) = \lambda$; rates scale with time
    continuous $P(a < X < b) = \int_a^b f(x)\,dx$, $f(x) = F'(x)$, $E(X) = \int xf(x)\,dx$, $E(X^2) = \int x^2f(x)\,dx$
    uniform on $[a, b]$: mean $\tfrac{a+b}2$, variance $\tfrac{(b-a)^2}{12}$, density $\tfrac1{b-a}$

    The binomial and Poisson distributions

    Binomial distribution 二项分布: $n$ independent trials, constant probability $p$ — the two assumptions to state in context. Poisson distribution 泊松分布: events occur singly, independently, at a constant average rate — the rate scales ($\mathrm{Po}(\lambda)$ per minute gives $\mathrm{Po}(5\lambda)$ in 5 minutes). Moments come as formulas: $np$ and $np(1-p)$; $\lambda$ and $\lambda$. Given the mean and variance of a binomial, solve for $n$ and $p$ simultaneously. The Poisson approximation to the binomial needs $n$ large and $p$ small (use $\lambda = np$).

    Worked example — moments then approximations (WST02 June 2025 Q3). Blue sweets per small bag have mean 3 and variance 2.55: $np = 3$ and $np(1-p) = 2.55$ give $1 - p = 0.85$, so $p = 0.15$ and $n = 20$. A medium bag of 40 with 20% green: $X\sim B(40, 0.2)$, $E(X) = 8$, and $P(X > 8) = 1 - P(X \le 8) = 0.407$. A large bag of 80 with 10% yellow: with $n = 80$ large and $p = 0.1$ small, $X\approx\mathrm{Po}(8)$ and $P(X \ge 12) = 1 - P(X \le 11) = 0.112$.

    Continuous random variables

    A continuous random variable has a probability density function 概率密度函数 $f$ with total area 1 and $P(X = x) = 0$ at every point; the cumulative distribution function 分布函数 $F(x) = P(X \le x)$ satisfies $f = F'$ and $F(a) = \int_{-\infty}^a f$. Piecewise densities: normalise $\int f = 1$ (which pins the unknown constant), then read off the median 中位数 ($F = \tfrac12$), quartiles, and the mode 众数 from the peak of $f$ (set $f' = 0$, or inspect corners). $E(X) = \int xf\,dx$, $E(X^2) = \int x^2f\,dx$, $\mathrm{Var} = E(X^2) - [E(X)]^2$; skewness compares mean, median and mode.

    Left: the CDF F(x) = (6x^2 - x^4)/5 on [0, 1] rising from 0 to 1 with the median marked at F = 1/2 (x = 0.671). Right: the density f(x) = (12x - 4x^3)/5 with the mode at x = 1 and the area beyond x = 0.6 shaded (0.594).

    Worked example — a CDF worked through (WST02 June 2025 Q1). $F(x) = k(6x^2 - x^4)$ on [0, 1]: $F(1) = 1$ gives $5k = 1$. $P(X > 0.6) = 1 - \tfrac{6(0.36) - 0.1296}{5} = 0.594$. The median: $\tfrac{6m^2 - m^4}{5} = \tfrac12$, i.e. $2m^4 - 12m^2 + 5 = 0$, so $m = 0.671$. The mode: $f(x) = \tfrac{12x - 4x^3}{5}$ and $f'(x) = \tfrac{12 - 12x^2}{5} = 0$ gives $x = 1$ (reject $-1$, outside the support). Skewness: mean $0.64 <$ median $0.671 <$ mode $1$ — negative skew.

    Left: a triangular pdf rising along 2x/21 from 0 to k = 3.5 then falling along 2(6-x)/15 to x = 6, peak value 1/3 marked. Right: the uniform density on [-2, 14] at height 1/16 with the interval [8, 14] shaded (area 3/8).

    Worked example — a piecewise-linear pdf, no calculator (WST02 June 2025 Q5). With $f(x) = \tfrac{2x}{21}$ on $[0, k]$ and $f(x) = \tfrac{2(6-x)}{15}$ on $(k, 6]$: normalising,

    $$\frac{k^2}{21} + \frac{2}{15}\left(18 - 6k + \frac{k^2}{2}\right) = 1 \implies 4k^2 - 28k + 49 = 0 \implies (2k-7)^2 = 0,$$

    so $k = 3.5$ (the pdf is continuous there, both pieces equalling $\tfrac13$). Then $E(X) = \tfrac{2}{21}\cdot\tfrac{k^3}{3} + \tfrac{2}{15}\int_{3.5}^6(6x - x^2)dx = \tfrac{19}6$, and with $E(X^2) = \tfrac{277}{24}$ given, $\mathrm{Var}(X) = \tfrac{277}{24} - \tfrac{361}{36} = \tfrac{109}{72}$.

    The continuous uniform distribution

    The continuous uniform distribution 均匀分布 on $[a, b]$ Uniform on $[a, b]$: density $\tfrac1{b-a}$, straight CDF, mean $\tfrac{a+b}2$, variance $\tfrac{(b-a)^2}{12}$. Two facts pin $a$ and $b$ (an interval probability gives $b - a$; the mean gives $a + b$). Coding scales the mean; probabilities are lengths over $b - a$.

    Worked example — uniform on a wide interval (WST02 June 2025 Q6). $P(2 < X < 5) = \tfrac3{16}$ gives $b - a = 16$; $E(X) = 6$ gives $a + b = 12$: so $a = -2$, $b = 14$ ($a = 4.4$, $b = 7.6$ also fits — but keep one root for the whole question). $E(cX + 1) = 3$ gives $c = \tfrac13$; $\mathrm{Var} = \tfrac{256}{12} = \tfrac{64}3$; $E(X^2) = \tfrac{64}3 + 36 = \tfrac{172}3$; and $P(\tfrac32X - b > a) = P(X > \tfrac{2(a+b)}3) = P(X > 8) = \tfrac{14-8}{16} = \tfrac38$.

    Populations, samples and statistics

    A census 普查 measures everybody (complete but costly, slow, possibly destructive); a sample 抽样 measures part (cheaper, faster, but with sampling error). The sampling frame 抽样框 lists the sampling units. A statistic 统计量 is a function of the sample values only (no unknown parameters) — $\bar X$ is, $\bar X - \mu$ is not; its distribution over repeated samples is the sampling distribution 抽样分布.

    Worked example — a sampling distribution (WST02 June 2025 Q4). Three beads from a 2:5 black:white bag, scoring 4 per black and 1 per white: with $P(\text{black}) = \tfrac27$, the score $X$ takes 3, 6, 9, 12 with probabilities $\tfrac{125}{343}, \tfrac{150}{343}, \tfrac{60}{343}, \tfrac{8}{343}$ (binomial weights $\binom30(\tfrac57)^3$ etc.). If $Y$ counts 9-point sets among $n$ independent plays, $Y\sim B(n, \tfrac{60}{343})$ and $1 - (\tfrac{283}{343})^n > 0.95$ needs $n > 15.6$, so $n = 16$.

    Hypothesis tests

    A hypothesis test 假设检验 compares data against a null model.

    State the null hypothesis 原假设 $H_0$ (no change, the quoted parameter) and $H_1$ (one- or two-tailed as asked). Find the critical region 临界域 at the stated level by accumulating tail probabilities until crossing $\alpha$; report the actual significance level 显著性水平 as the total tail probability. One-tailed tests put the whole level in one tail; two-tailed split it. Conclude IN CONTEXT: "insufficient evidence that … has changed". Normal approximations to the binomial: mean $np$, variance $np(1-p)$, with the continuity correction 连续性修正 (at least $t$ means $t - 0.5$).

    Left: the Po(10) distribution as vertical bars with the critical regions X <= 3 and X >= 18 in a contrasting colour and the observed 16 marked between them. Right: the N(60, 42) curve with the area below 49.5 shaded and the continuity-corrected z = -1.62 marked.

    Worked example — a Poisson rate test (WST02 June 2025 Q2). Customers average 20/hour; after alterations one 30-minute interval is watched: $X\sim\mathrm{Po}(10)$, $H_0\colon\lambda = 10$, $H_1\colon\lambda \ne 10$. At 3%: $P(X \le 3) = 0.0103$ but $P(X \le 4) = 0.0293$ (too big); $P(X \ge 17) = 0.0270$ but $P(X \ge 18) = 0.0143$ — critical region $X \le 3$ or $X \ge 18$, actual level $0.0103 + 0.0143 = 2.46\%$. The observed 16 lies outside → do not reject $H_0$.

    Worked example — binomial test with a Normal middle (WST02 June 2025 Q7). 30% of customers take insurance; a sample of 40 gives $X\sim B(40, 0.3)$. Largest $r$ with $P(X < r) < 0.05$ (fewer than $r$): $P(X \le 6) = 0.0238 < 0.05$ but $P(X \le 7) = 0.0553 > 0.05$, so $r = 7$. For 200 customers, $B(200, 0.3)\approx N(60, 42)$: $P(X \ge t) = 0.9474$ means $\tfrac{t - 0.5 - 60}{\sqrt{42}} = -1.62$, so $t = 50$. After a special offer, 11 of 25 buy: $H_0\colon p = 0.3$, $H_1\colon p > 0.3$; $P(X \ge 11) = 0.0978 < 0.10$, so reject $H_0$ — evidence the proportion has increased.

    Checklist before you call this unit done

    • State binomial/Poisson assumptions in context; solve mean/variance pairs for $n$, $p$; scale Poisson rates with time.
    • Normalise piecewise densities (constants, perfect-square k); differentiate F for f; find median/quartiles from F, mode from f' or corners; run E(X), E(X²), Var; read skewness from mean–median–mode.
    • Quote and derive the uniform facts; pin a and b from an interval plus the mean; keep probabilities as lengths.
    • Distinguish census vs sample with pros and cons; recognise statistics; build small sampling distributions by enumeration; wrap counts in B(n, p) for follow-ups.
    • Run one- and two-tailed tests: hypotheses in symbols and words, critical region by accumulation, actual significance level, in-context conclusion; Normal approximation with continuity correction when n is large.
    Vocabulary
    English
    probability density function/ˌprɒbəˈbɪlɪti ˈdensɪti ˈfʌŋkʃn/
    cumulative distribution function/ˈkjuːmjʊlətɪv ˌdɪstrɪˈbjuːʃn ˈfʌŋkʃn/
    mode/məʊd/
    median/ˈmiːdiːən/
    binomial distribution/baɪˈnəʊmɪəl ˌdɪstrɪˈbjuːʃn/
    Poisson distribution/ˈpɔɪsn ˌdɪstrɪˈbjuːʃn/
    continuous uniform distribution
    census/ˈsensəs/
    sample/ˈsæmpl/
    sampling frame/ˈsæmplɪŋ freɪm/
    statistic/stəˈtɪstɪk/
    sampling distribution/ˈsæmplɪŋ ˌdɪstrɪˈbjuːʃn/
    hypothesis test/haɪˈpɒθəsɪs test/
    null hypothesis/nʌl haɪˈpɒθəsɪs/
    critical region
    significance level/sɪɡˈnɪfɪkəns ˈlevl/
    continuity correction/kɒntɪˈnjuːɪti kəˈrekʃn/
  • 9

    S3 · Statistics 3

    Learning program coming soon

  • 10

    D1 · Decision Mathematics 1

    1.1.1

    Decision Mathematics 1: algorithms, networks and linear programming

    Decision Mathematics 1 (D1, paper WDM01/01, 1 hour 30 minutes, 75 marks, first assessment June 2019) is the discrete option of the IAL: P1–P2 are assumed, and every method is an ALGORITHM — a finite list of exact instructions. No formula booklet entries beyond the basics: the marks are for executing procedures precisely and stating results in the required form. This reference covers sorting and packing algorithms, minimum spanning trees, shortest paths, the Chinese postman and travelling salesman problems, critical path analysis and linear programming.

    House rules for algorithm answers:

    Task Required form
    sorting list the list after EACH pass (or pivot choices for quick sort)
    bin packing name the algorithm (first-fit, first-fit decreasing, full-bin) and show each placement
    graph algorithms state the order edges/nodes are chosen; show final values (labels, total weight)
    route inspection list the odd nodes, the pairings and their weights, before totalling
    linear programming define variables, objective and EVERY constraint with non-negativity
    Vocabulary Train
    English
    minimum spanning tree/ˈmɪnɪməm ˈspænɪŋ triː/
    1.1.1 1.1.2

    Sorting and packing algorithms

    The bubble sort 冒泡排序 compares adjacent items, swapping out-of-order pairs, one pass at a time; a pass with no swaps ends it. The quick sort 快速排序 picks the MIDDLE item of the list as pivot, partitions the remaining items into "less than pivot" and "greater than pivot" sublists (keeping their order) and recurses — always quote the pivot and the list after each partition. The spec pins the middle-item choice to the method defined in its glossary, so exercise lists here keep an odd number of items and the middle item is the one at position $\tfrac{n+1}2$. Bin packing 装箱问题: first-fit places each item in the first bin with room; first-fit decreasing sorts items largest-first then applies first-fit; full-bin packing looks for combinations filling a bin exactly.

    Worked example — quick sort (original). Sort 9, 2, 7, 5, 3, 4, 6. The middle item (position 4 of 7) is 5: less = 2, 3, 4; greater = 9, 7, 6, giving 2, 3, 4, 5, 9, 7, 6. Sublist 2, 3, 4 (pivot 3): 2, 3, 4 — sorted. Sublist 9, 7, 6 (pivot 7): 6, 7, 9 — sorted. Final list: 2, 3, 4, 5, 6, 7, 9.

    Worked example — bin packing (original). Bins of capacity 10; items 7, 5, 4, 3, 6, 2 (total 27, so at least 3 bins). First-fit: 7→b1, 5→b2 (7+5 > 10), 4→b2 (9), 3→b1 (10), 6→b3, 2→b3 (8): bins (7,3), (5,4), (6,2). First-fit decreasing: 7, 6, 5, 4, 3, 2: 7→b1, 6→b2, 5→b3 (6+5 > 10), 4→b2 (10), 3→b1 (10), 2→b3 (7): bins (7,3), (6,4), (5,2) — also 3 bins.

    Vocabulary Train
    English
    bin packing
    bubble sort/ˈbʌbl sɔːt/
    quick sort
    1.2.1 1.2.2

    Minimum spanning trees

    Left: a weighted network on A, B, C, D with the MST edges AC 2, CD 1, CB 3 highlighted and Dijkstra labels 0, 2, 3, 8 at the vertices. Right: the feasible region of a linear program with vertices (0,0), (7,0), (4,6), (0,10) and the objective line touching the optimum at (4,6).

    A minimum spanning tree (MST) 最小生成树 connects every vertex at least total weight. Kruskal's algorithm 克鲁斯卡尔算法: sort edges by weight, add the smallest that does NOT form a cycle (reject and move on when it would). Prim's algorithm 普里姆算法: grow a tree from any start vertex, repeatedly adding the cheapest edge from the tree to a new vertex. The matrix form of Prim: cross out the start row, ring the cheapest remaining entry in the column of the chosen vertex, and continue. Kruskal is edge-driven (good on a drawn network); Prim is vertex-driven (good on a matrix). Both give the same total; edges may differ only when weights tie.

    Worked example (original). Edges AB 4, AC 2, BC 3, BD 5, CD 1: Kruskal takes CD 1, AC 2, BC 3 (B joins — no cycle), then rejects AB 4 and BD 5 (cycles): MST total 6. Prim from A: AC 2, CD 1 (cheapest edge from {A,C} to a new vertex), CB 3: the same tree, and the total 6 ✓. Always list the edges in the order chosen and give the total.

    Vocabulary Train
    English
    Kruskal's algorithm
    Prim's algorithm
    1.2.2

    Shortest paths

    Dijkstra's algorithm 迪杰斯特拉算法 labels vertices with the smallest total distance found so far: start vertex label 0; repeatedly pick the unlabelled vertex of smallest temporary label, make it permanent, and update its neighbours (new = permanent + weight, only if smaller). Record the order of permanence and the final labels; the route is recovered by tracing back through vertices whose label equals the final label minus the connecting weight.

    Worked example (original). Edges AB 4, AC 2, BC 1, BD 5, CD 8. Labels: A = 0 permanent; C = 2 permanent; B = min(4, 2+1) = 3 permanent; D = min(3+5, 2+8) = 8 permanent. The shortest route from A to D has length 8: A–C–B–D (trace back: 8 = 3 + 5 at B, 3 = 2 + 1 at C).

    Vocabulary Train
    English
    Dijkstra's algorithm
    1.3.1

    The Chinese postman problem

    The route inspection (Chinese postman) problem 中国邮递员问题 walks every EDGE at least once and returns to the start. Total length = total of all edges + the shortest way to duplicate edges so every vertex becomes even. Find the odd vertices (at most four), list their pairings, choose the pairing of least total weight, and duplicate those edges. State the pairing before the total.

    Worked example (original). Edges AB 4, AC 2, BC 3, BD 5, CD 1 (total 15). Degrees: A 2, B 3, C 3, D 2 — the odd nodes are B and C, so duplicate BC (weight 3): the shortest closed route walking every edge at least once has length 15 + 3 = 18.

    Vocabulary Train
    English
    route inspection (Chinese postman) problem
    1.3.2 1.3.3 1.3.4

    The travelling salesman problem

    The classical travelling salesman problem 旅行商问题 tours every VERTEX exactly once and returns, on a complete graph with the triangle inequality. Bounds: a lower bound is the MST of the network doubled is an UPPER bound route (walk each MST edge twice); a better upper bound applies shortcuts. Lower bounds come from MST-based arguments (e.g. the MST itself, or deleting a vertex and adding its two cheapest edges). The nearest neighbour algorithm 最近邻算法 builds a tour: from the start vertex repeatedly go to the nearest unvisited vertex, then return. Convert to a complete network of shortest distances first when the graph is not complete (via Dijkstra or inspection).

    Worked example (original). Complete network: AB 4, AC 2, AD 7, BC 3, BD 5, CD 6 (the triangle inequality holds throughout). Nearest neighbour from A: A–C (2), C–B (3), B–D (5), D–A (7): tour length 17 — an upper bound. The MST is AC + BC + BD = 10, so doubling it gives the crude upper bound 20, improved to 17 by shortcuts; a lower bound from deleting A (MST of B, C, D is 3 + 5 = 8, plus A's two cheapest edges AC + AB = 2 + 4 = 6) is 14. The optimal tour lies between 14 and 17.

    Vocabulary Train
    English
    classical travelling salesman problem
    nearest neighbour algorithm
    1.4.1 1.4.2 1.4.3 1.4.4

    Critical path analysis

    Model a project as an activity-on-arc network 活动在弧上的网络 from a precedence table; dummies 虚活动 (zero-weight arcs) resolve dependencies that shared endpoints cannot express. The critical path 关键路径 is the longest chain through the network: the project duration. Compute earliest event times 最早事件时间 (forward pass: the max of arrivals) and latest event times 最晚事件时间 (backward pass: the min of departures). An activity's total float 总时差 = latest finish − earliest start − duration; critical activities have zero float. Gantt (cascade) charts 甘特图 bar each activity from its earliest start with its float as a trailing space; scheduling allocates workers day by day.

    Worked example (original). Activities A (3 days), B (4), C (4 after A), D (1 after B), E (5 after C and D). Chain A–C–E = 12 days; chain B–D–E = 10 days: the critical path is A–C–E and the project takes 12 days; D's total float = 12 − (4 + 1 + 5) = 2 days.

    Left: three first-fit bins of capacity 10 holding items (7,3), (5,4), (6,2). Right: an activity-on-arc network with events 1-5, activities A 3, B 4, C 4, D 1 and E 5, the critical arcs highlighted, and event times 0, 3/4, 7, 12.
    Vocabulary Train
    English
    activity-on-arc network
    critical path/ˈkrɪtɪkl pæθ/
    dummy
    earliest event times
    latest event times
    total float/ˈtəʊtl fləʊt/
    1.5.1 1.5.2 1.5.3

    Linear programming

    Formulate: define the decision variables, write the objective (maximise/minimise) and every constraint as an inequality, including $x, y \ge 0$. Solve two-variable problems graphically: shade the feasible region, then use the ruler method 尺子法 (slide a ruler along the objective's gradient) or the vertex method 顶点法 (evaluate the objective at each vertex of the feasible region). Integer solutions: test integer points near the optimal vertex inside the region.

    Vocabulary Train
    English
    ruler method
    vertex method
    1.5.1 1.5.2 1.5.3

    Checklist before you call this unit done

    • Execute bubble and quick sorts showing every pass and pivot; bin pack by first-fit, first-fit decreasing and full-bin with placements shown.
    • Find MSTs by Kruskal and by Prim (node and matrix forms); draw a network from a matrix and back.
    • Run Dijkstra with labels in order of permanence; recover the route, not just the length.
    • Solve route inspection: odd nodes, all pairings with weights, least duplication, total walk length.
    • Bound the classical TSP: doubled MST and shortcuts for upper bounds, MST-deletion for lower bounds; run nearest neighbour on the complete shortest-distance network.
    • Build activity networks with dummies; forward and backward passes for event times; total floats; identify the critical path; draw the Gantt chart and schedule.

    Worked example (original). Activities A (3 days), B (4), C (4 after A), D (1 after B), E (5 after C and D). Chain A–C–E = 12 days; chain B–D–E = 10 days: the critical path is A–C–E and the project takes 12 days; D's total float = 12 − (4 + 1 + 5) = 2 days.

    Worked example — linear programming (original). Maximise $P = 3x + 2y$ subject to $x + y \le 10$, $2x + y \le 14$, $x, y \ge 0$. The feasible region's vertices are $(0,0)$, $(7,0)$, $(4,6)$, $(0,10)$; evaluating $P$: 0, 21, 24, 20 — the maximum is $P = 24$ at $(4,6)$, where both constraints are tight.

    • Formulate linear programs fully; solve graphically by ruler or vertex methods; find best integer solutions.
    Vocabulary Train
    English
    Gantt chart

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