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Coordinated Calculus

Section 5.8 Trigonometric Substitutions

We’ve now studied three integration techniques: u-substitution, integration by parts, and the method of partial fractions. However, none of these may be used in situations involving rational functions with a single quadratic factor in the denominator like 11+x2dx or when integrating many functions containing expressions like a2x2.
In this section, we’ll study the technique of trigonometric substitution. You may wish to revisit Example 5.54, further considering which integrals also cannot be evaluated using the method of partial fractions.

Subsection 5.8.1 Trigonometric Substitutions

In Section 5.5, we saw that certain integrals could be simplified considerably by making a u-substitution. Here, we’ll see an extension of this idea that will allow us to compute some integrals which don’t immediately appear amenable to traditional substitutions. Making a substitution of the form x=sin(θ) or x=tan(θ) and applying of one of the following trigonometric identities will be our modus operandi.

Key Trigonometric Identities.

  • Pythagorean Identity:
    sin2(θ)+cos2(θ)=1
  • Modified Pythagorean Identity:
    tan2(θ)+1=sec2(θ)
    (Note that this identity follows from the regular Pythagorean identity and dividing both sides by cos2(θ).)
First, let’s look at the substitution x=sin(θ) where π2θπ2
 31 
Example 5.60 will show why we need these bounds on θ
to see how it can be used to find the indefinite integral 11x2dx.

Example 5.60.

Use the substitution x=sin(θ) where π2θπ2 to find the general antiderivative
11x2dx.
When using the substitution x=sin(θ) where π2θπ2, we are regarding x as a function of θ. The goal is to change the integrand to contain trigonometric functions so that the Pythagorean Identity can be used. To do this, the integral will be changed to be in terms of the variable θ. With this in mind, both x and dx will need to be changed. Starting from x=sin(θ), take the derivative with respect to θ to find that
dxdθ=cos(θ).
In other words, dx=cos(θ)dθ. Now, change the original integral to be in terms of the variable θ:
11x2dx=cos(θ)1sin2(θ)dθ
Use the Pythagorean Identity, 1sin2(θ)=cos2(θ) to simplify the denominator of the integrand:
cos(θ)1sin2(θ)dθ=cos(θ)cos2(θ)dθ.
Now we need to use the assumption that π2θπ2. In general, cos2(θ)=|cos(θ)|, but cos(θ)0 on the interval π2θπ2. Thus, |cos(θ)|=cos(θ) if π2θπ2. The denominator can now be further simplified, and the remaining steps lead to a familar integral:
cos(θ)cos2(θ)dθ=cos(θ)|cos(θ)|dθ=cos(θ)cos(θ)dθ=1dθ=θ+C
While we have computed an antiderivative successfully, we aren’t quite done yet because the answer is not written in terms of the original variable x. Rearrange the substitution equation x=sin(θ) to find that θ=arcsin(x) and use this to turn θ back into a function of x. Therefore,
11x2dx=arcsin(x)+C
From now on, we’ll usually omit the explanation that cos2(θ)=|cos(θ)|=cos(θ) since we additionally assume that π2θπ2 in order to force cos(θ)0. It is still incredibly important so that the calculation of the antiderivative is seamless, but since we always assume that π2θπ2 the same reasoning always applies.
The substitution demonstrated in the previous example can be generalized to situations in which the integrand contains a2x2, where a is a real number and x is a variable. In this case, setting x=asin(θ) results in the simplification a2x2=a2(1sin2(θ))=a2cos2(θ).

Example 5.61.

In this example, we’ll evaluate the definite integral 0416x2dx.
  1. Use a trigonometric substitution of the form x=asin(θ), with a a real number, to find an antiderivative of
    16x2dx.
    Leave the antiderivative in terms of θ.
  2. Using the solution to part (a), evaluate the definite integral 0416x2dx by writing the bounds of integration in terms of θ.
Hint.
  1. Use the substitution x=4sin(θ) with π2θπ2. The double angle formula cos2(θ)=1+cos(2θ)2 will be useful in evaluating the integral that results from this substitution.
  2. To rewrite the bounds in terms of θ, solve the equations 0=4sin(θ) and 4=4sin(θ) for θ[π/2,π/2].
Answer.
  1. With x=4sin(θ), a general antiderivative in terms of θ is given by
    8θ+4sin(2θ)+C
  2. 0416x2dx=4π
Solution.
  1. Use the substitution x=4sin(θ). Then x2=16sin2(θ) and dx=4cos(θ)dθ. So
    16x2dx=1616sin2(θ)4cos(θ)dθ=16(1sin2(θ))4cos(θ)dθ=16cos2(θ)4cos(θ)dθ=4cos(θ)4cos(θ)dθ=16cos2(θ)dθ
    From the hint, we may write cos2(θ)=1+cos(2θ)2. Thus,
    16cos2(θ)dθ=161+cos(2θ)2dθ=81+cos(2θ)dθ=8(θ+12sin(2θ))+C=8θ+4sin(2θ)+C
  2. Using x=4sin(θ), when x=0 we must have 0=4sin(θ), which implies θ=0 (recall π/2θπ/2). Similarly, when x=4 we have 4=4sin(θ), which has solution θ=π/2.
    Thus, using part (a), we may write
    0416x2dx=8θ+4sin(2θ)|0π/2=4π+4sin(π)(0+4sin(0))=4π
    It is worth noting that the curve y=16x2 for 0x4 is the part of the circle of radius 4 centered at the origin which lies in the first quadrant of the plane. The definite integral 0416x2dx thus gives the area of the part of this circle which lies in the first quadrant. Since the circle in question has total area 16π and the portion in the first quadrant compirese precisely 1/4 of the total area, we are assured our solution of 4π is correct.

Example 5.62.

Use a trigonometric substitution to find the indefinite integral
194x2dx.
Hint.
Notice that 94x2=9(2x)2, so we’ll want to replace 2x by an appropriate trigonometric function.
Answer.
194x2dx=12arcsin(2x3)+C
Solution.
Compared to the first example, where the substitution x=sin(θ) worked, we’ll need to make two adjustments so that we can still use Pythagoren’s Identity. Since 94x2=9(2x)2, we’ll want to substitute 2x=3sin(θ) so that we can factor out the 9 and obtain the expression 1sin2(θ). Assuming 2x=3sin(θ) then (2x)2=9sin2(θ) and 2dx=3cos(θ)dθ.
194x2dx=19(2x)2dx=19(2x)2dx=(3/2)cos(θ)99sin2(θ)dθ=32cos(θ)9(1sin2(θ))dθ=32cos(θ)3cos2(θ)dθ=32cos(θ)3cos(θ)dθ=361dθ=12θ+C 
We can solve for θ in our substitution equation to find that the antiderivative is:
194x2dx=12arcsin(2x3)+C
Note that we could have also computed the integral above using a u-substitution and the fact that 11x2dx=arcsin(x)+C. What is the right choice for u in this substitution?

Example 5.63.

Find the antiderivative
9(9x2)3/2dx
Hint.
Use the substitution x=3sin(θ) and treat (9x2)3/2 as ((9x2)1/2)3.
Answer.
9(9x2)3/2dx=x9x2+C
Solution.
Use the substitution x=3sin(θ). Then x2=9sin2(θ) and dx=3cos(θ)dθ. As stated in the hint, we’ll use that (9x2)3/2=((9x2)1/2)3 and simplify the inner most set of parentheses before cubing.
9(9x2)3/2dx=93cos(θ)(99sin2(θ))3/2dθ=27cos(θ)(9(1sin2(θ)))3/2dθ=27cos(θ)93/2((1sin2(θ))1/2)3dθ=2727cos(θ)((cos2(θ))1/2)3dθ=cos(θ)(cos(θ))3dθ=1cos2(θ)dθ=tan(θ)+C
When we solve for θ and replace it with a function of x, we obtain
9(9x2)3/2dx=tan(arcsin(x/3))+C.
In other words, the general antiderivative is “the tangent of the angle whose sine is x3”. To simplify this expression, we can look at a right triangle that has θ as one of its angles and use some trigonometry. Since sin(θ)=x3, we’ll assume that the hypotenuse has length 3 and the side opposite the angle θ has length x. The missing side length is found by using Pythagorean’s Theorem. Then using this right triangle, we find that tan(θ)=x9x2. Therefore,
9(9x2)3/2dx=x9x2+C
Figure 5.64. A right triangle corresponding to sin(θ)=x3
We summarize the substitution x=asin(θ) below.

Trigonometric Substitution: u=asin(θ).

The substitution u=asin(θ) where u is some function of x, a is a real number, and π2θπ2 is often helpful when the integrand contains an expression of the form a2u2. When this substitution is used, then u2=a2sin2(θ) and after factoring out a2, the Pythagorean Identity
 32 
1sin2(θ)=cos2(θ)
can be used to simplify part of the integrand:
a2u2=a2a2sin2(θ)=a2(1sin2(θ))=a2cos2(θ).
Since we assumed π2θπ2, then cos(θ)0. This implies that cos2(θ)=|cos(θ)|=cos(θ).
Another important trigonometric substitution is x=tan(θ) where π2<θ<π2. This substitution can be used to show that 11+x2dx=arctan(x)+C.

Example 5.65.

Use the trigonometric substitution x=tan(θ) to find the antiderivative
11+x2dx.
Hint.
Proceed in a manner analogous to Example 5.60.
Answer.
11+x2dx=arctan(x)+C
Solution.
When using the substitution x=tan(θ) where π2<θ<π2, we are regarding x as a function of θ. The goal is to change the integrand to contain trigonometric functions so that a modified version of the Pythagorean Identity can be used. The version of the Pythagorean Identity we will use when simplifying after a tangent substitution is tan2(θ)+1=sec2(θ). To achieve this goal, the integral will be changed to be in terms of the variable θ. With this in mind, both x and dx will need to be changed. Starting from x=tan(θ), take the derivative with respect to θ to find that
dxdθ=sec2(θ).
In other words, dx=sec2(θ)dθ. Now, change the original integral to be in terms of the variable θ:
11+x2dx=sec2(θ)1+tan2(θ)dθ
Use a modified version of the Pythagorean Identity, 1+tan2(θ)=sec2(θ) to simplify the denominator of the integrand:
sec2(θ)1+tan2(θ)dθ=sec2(θ)sec2(θ)dθ.
The integrand can now be further simplified, and the remaining steps lead to a familar antiderivative:
sec2(θ)sec2(θ)dθ=1dθ=θ+C
While we have computed an antiderivative successfully, we aren’t quite done yet because the answer is not written in terms of the original variable x. Rearrange the substitution equation x=tan(θ) to find that θ=arctan(x) and use this to turn θ back into a function of x. Therefore,
11+x2dx=arctan(x)+C
Just as the substition x=asin(θ) can be useful when a2x2 appears in the integrand, x=atan(θ) may be the right substitution when dealing with terms involving a2+x2. The following examples will explore this idea.

Example 5.66.

Use a trigonometric substitution to find the antiderivative
1x24+x2dx.
Hint.
Try the substitution x=2tan(θ). The integral that results from this substitution may require a u-substitution to compute.
Answer.
1x24+x2dx=4+x24x+C.
Solution.
Set x=2tan(θ), so that dx=2sec2(θ)dθ. Since x2=4tan2(θ), we get
1x24+x2dx=2sec2(θ)4tan2(θ)4+4tan2(θ)dθ=2sec2(θ)4tan2(θ)2sec(θ)dθ=14sec(θ)tan2(θ)dθ
Since tan(θ)=sin(θ)cos(θ) and sec(θ)=1cos(θ), we have
sec(θ)tan2(θ)=cos2(θ)sin2(θ)1cos(θ)=cos(θ)sin2(θ).
The integral 14cos(θ)sin2(θ)dθ can be evaluated via yet another substitution---this time, a u-substitution in which we set u=sin(θ). Then du=cos(θ)dθ. Finally,
14cos(θ)sin2(θ)dθ=141u2du=14u+C
Substituting back for u, we reach 14u=14sin(θ)=csc(θ)4.
Now, one may establish a right triangle relating the angle θ and the variable x, just as in Example 5.63. Doing this yields sin(θ)=x4+x2, and thus csc(θ)4=4+x24x. We conclude 1x24+x2dx=4+x24x+C.
In the following example, we’ll see why it is important that we restrict θ to be in the interval π2<θ<π2 when we use a tangent substitution.

Example 5.67.

  1. Use a trigonometric substitution to find the integral
    3x25+9x2dx.
  2. A trigonometric substitution was not necessary to find the antiderivative in part (a). In fact, only a standard u-subsitution was needed. Verify the answer from part (a) using the method of u-substitution.
Hint.
  1. The expression 25+9x2 can be rewritten as 52+(3x)2 so that it looks like u2+a2. Try the substitution 3x=5tan(θ).
  2. The expressions 3x and 9x2+25 are nearly a function-derivative pair.
Answer.
  1. 3x25+9x2dx=139x2+25+C
  2. 3x25+9x2dx=139x2+25+C
Solution.
  1. The expression 25+9x2 can be rewritten as 52+(3x)2 so that it looks like u2+a2. The substitution 3x=5tan(θ) will allow us to use the modified Pythagorean Identity. Then (3x)2=25tan2(θ) and dx=53sec2(θ)dθ. The original integral can be transformed using this substitution:
    3x25+9x2dx=535tan(θ)sec2(θ)25+25tan2(θ)dθ=253tan(θ)sec2(θ)25(1+tan2(θ)dθ=253tan(θ)sec2(θ)25sec2(θ)dθ=253tan(θ)sec2(θ)25sec2(θ)dθ
    We must be careful at this step when we simplify sec2(θ). Because we chose π2<θ<π2, then sec2(θ)10. Notice that if we had picked a different interval for θ, sec(θ) could be negative and then we would have to introduce an absolute value in order for the square root to be defined. Since we know sec2(θ)10 on the interval of θ we care about then sec2(θ)=sec(θ). Therefore, the integral simplifies further:
    253tan(θ)sec2(θ)25sec2(θ)dθ=53tan(θ)sec2(θ)sec(θ)dθ=53tan(θ)sec(θ)dθ=53sec(θ)+C=53sec(arctan(3x5))+C
    This answer can be simplified to a more recognizable form by using a right triangle with angle θ and tan(θ)=3x5, and finding sec(θ) by using the triangle.
    Figure 5.68. A right triangle corresponding to tan(θ)=3x5
    Thus
    3x25+9x2dx=53sec(arctan(3x5))+C=539x2+255+C=139x2+25+C
  2. Use the substitution u=9x2+25 with du=18xdx to change the original integral.
    3x25+9x2dx=16u1/2du=16u1/21/2+C=139x2+25+C
In our study of the method of partial fractions, we saw how to deal with rational functions whose denominators could be factored into smaller degree pieces. What if the denominator cannot be factored, as is the case with 1x2+4x+13?
If we complete the square in the denominator to recognize it as (xa)2+b where a and b are real numbers, then substitution becomes feasible. (For more on completing the square, see the relevant section in the Precalculus Textbook
 33 
mathbooks.unl.edu/PreCalculus/Solving-Quadratic-Equations.html
).

Example 5.69.

Find the integral
1x2+4x+13dx.
Hint.
Completing the square in the denominator gives
1x2+4x+13=1(x+2)2+9
Answer.
1x2+4x+13dx=13arctan(x+23)+C
Solution.
To complete the square in the denominator, we need to add and substract 4 so that we can factor a portion of the expression into a linear term that is squared:
1x2+4x+13=1x2+4x+44+13=1(x+2)2+9
Now, use the u-substitution u=x+2 ,du=dx.
1(x+2)2+9dx=1u2+9du
Use the tangent subsitution
 34 
We could also factor out 9 from the denominator and use a substitution with w=x+23 as demonstrated in Example 5.66.
u=3tan(θ), so u2=9tan2(θ) and du=3sec2(θ)dθ.
1u2+9du=3sec2(θ)9tan2(θ)+9dθ=3sec2(θ)9(tan2(θ)+1)dθ=39sec2(θ)sec2(θ)dθ=131dθ=13θ+C=13arctan(u3)+C=13arctan(x+23)+C

Trigonometric Substitution: u=atan(θ).

The substitution u=atan(θ) where u is some function of x, a is a real number, and π2<θ<π2 is often helpful when the integrand contains an expression of the form a2+u2. When this substitution is used, then u2=a2tan2(θ) and after factoring out a2, the modified Pythagorean Identity
 35 
1+tan2(θ)=sec2(θ)
can be used to simplify part of the integrand:
a2+u2=a2+a2tan2(θ)=a2(1+tan2(θ))=a2sec2(θ).
Since we assumed π2<θ<π2, then sec(θ)10. This implies that sec2(θ)=|sec(θ)|=sec(θ).

Example 5.70.

Find the following antiderivatives using a trigonometric substitution or some other method.
  1. 3(9x2+1)3/2dx
  2. 1x25x2dx
  3. 259x29x2dx
  4. 2x+7x2+6x+18dx
Hint.
  1. There is a sum of squares, 9x2+1=(3x)2+12, so a tangent substitutuion is likely to help.
  2. There is a difference of squares since 5x2=(5)2x2, so a sine substitution is likely to help.
  3. There is a difference of squares starting with a constant term 259x2=52(3x)2, so a sine substitution is likely to help.
  4. First, complete the square in the denominator. Then, split the integrand into two rational expressions and use different methods for each of the resulting rational expressions.
Answer.
  1. 3(9x2+1)3/2dx=3x9x2+1+C
  2. 1x25x2dx=5x25x+C
  3. 259x29x2dx=25x299x13arcsin(3x5)+C 
  4. 2x+7x2+6x+18dx=ln|x2+6x+18|+43arctan(x+33)+C
Solution.
  1. Use the substitution 3x=tan(θ), so (3x)2=9x2=tan2(θ) and 3dx=sec2(θ)dθ. We can transform the orignal integral using this substitution:
    3(9x2+1)3/2dx=sec2(θ)(tan2(θ)+1)3/2dθ=sec2(θ)(sec2(θ))3/2dθ=sec2(θ)sec3(θ)dθ=cos(θ)dθ=sin(θ)+C
    To find the antiderivative in terms of x, consider a right triangle with angle θ and tan(θ)=3x.
    Figure 5.71. A right triangle with one interior angle measureing θ and with tan(θ)=3x
    From the triangle, we can see that sin(θ)=3x9x2+1, so
    3(9x2+1)3/2dx=3x9x2+1+C
  2. Use the substitution x=5sin(θ), then x2=5sin2(θ) and dx=5cos(θ)dθ.
    1x25x2dx=5cos(θ)5sin2(θ)55sin2(θ)dθ=5cos(θ)5sin2(θ)5cos2(θ)dθ=555cos(θ)sin2(θ)cos(θ)dθ=151sin2(θ)dθ=15cot(θ)+C
    Use a right triangle with one angle measuring θ and with sin(θ)=x5 to find the antiderivative with respect to x.
    Figure 5.72. A right triangle with one interior angle measureing θ and with sin(θ)=x5
    We can see from the triangle that cot(θ)=5x2x. Therefore,
    1x25x2dx=5x25x+C
  3. Use the substitution 3x=5sin(θ), then 9x2=25sin2(θ) and 3dx=5cos(θ)dθ.
    259x29x2dx=2525sin2(θ)25sin2(θ)53cos(θ)dθ=25cos2(θ)75sin2(θ)dθ=131sin2(θ)sin2(θ)dθ=131sin2(θ)dθ131dθ=13cot(θ)13arcsin(θ)+C
    Use a right triangle with one angle measuring θ and with sin(θ)=3x5 to find cot(θ):
    Figure 5.73. A right triangle with one interior angle measureing θ and with tan(θ)=3x
    From the triangle, we can see that cot(θ)=259x23x. Therefore,
    259x29x2dx=259x29x13arcsin(3x5)+C
  4. 2x+7x2+6x+18dx=2x+7(x+3)2+9dxuse the substitution u=x+3du=dx=2(u3)+7u2+9dx=2uu2+9du+4u2+9du
    To integrate 2uu2+9du, use the substitution w=u2+9 and dw=2udu. Thus,
    2uu2+9du=1wdw=ln|w|+C1=ln|(x+3)2+9|+C1
    To integrate 4u2+9du, we can use a trigonometric substitution or we can factor out the 9, use the substitution v=w/3 and dv=dw/3 and use the antidifferentiation rule 11+u2du=arctan(u)+C. The latter method will be shown:
    4u2+9du=491(u/3)2+1du=431v2+1dv=43arctan(v)+C2=43arctan(x+33)+C2
    Therefore,
    2x+7x2+6x+18dx=ln|(x+3)2+9|+43arctan(x+33)+C

Subsection 5.8.2 Summary

  • Trigonometric substitutions of the form u=sin(x), u=tan(x), or variants thereof let us find integrals like 11x2dx, 11+x2dx, and 11x2dx. A tangent-based substitution is essential for finding integrals of the form Bx+Ct(x) where t(x) is an irreducible quadratic.

Exercises 5.8.3 Exercises

1. Trigonometric Substitutions.

Use a trigonometric substitution to find the following indefinite integrals:
  1. 125x2dx
  2. 11+4x2dx
  3. 1254x2dx
  4. 17+9x2dx

2. Combined Methods.

Use any method or combination of methods to find the following indefinite integrals:
  1. 1+x1+x2dx
  2. x2+4x+1x3+xdx
  3. 1x2+6x+10dx
  4. exe2x+1dx