Solution of a cubic equation (Part 2)

In the post Solution of a cubic equation Part 1 we found the solution of a cubic equation for a particular condition. Then, in the post Whether real or complex (Cubic Equation) we studied when the roots of a cubic equation will be real and when it will be complex. This post deals with the solution of cubic equation. The algebraic method of solving cubic equations is supposed to be due to the Italian, del Ferro (1465-1526). But it is called Cardano's method because it became known to people after the Italian, Girolamo Cardano, published it in 1545 in his 'Ars Magna'.

Omar Khayyam gave a great deal of thought to the cubic equations. Before him, Greek mathematicians obtained solutions for third degree equations by considering geometric methods that involved the intersection of conics. Although the solution is present but I am searching for a solution of cubic equation with almost a new perspective. I will continue my search but I am giving this method so that until I find my kind of solution the traditional solution is present on my blog.

Let us consider the equation (ax³ + bx² + cx + d = 0 ; a≠0)

Step 1: Express ax³ + bx² + cx + d = 0
as x³ + px² + qx + r = 0

Step 2: Shift the middle point of the curve on the axis x=−p/3.
Read post Solution of a cubic equation. A special solution and Why -b/3a? for detail.
x³ + 3(p/3)x² + 3(p²/9)x + p³/27 − 3(p²/9)x − p³/27 +qx+ r = 0
(x + p/3)³ − [3(p²/9) − q]x − p³/27 + r = 0
(x + p/3)³ − [p²/3 − q]x − p³/27 + r = 0


Step 3:  Let x + p/3 = y then x = y − p/3.
Substitute y and (y − p/3) for (x + p/3) and x in the above equation.
y³ +[q − p²/3](y − p/3) + r − p³/27 = 0
y³ +[q − p²/3]y − [qp/3 − p³/9 − r + p³/27] = 0
y³ +[q − p²/3]y + [r − qp/3 + 2p³/27] = 0
y³ +[q − p²/3]y + [2p³/27 − qp/3 + r] = 0

Step 4: Now the equation is of the form y³ + Ay + B = 0
where A = q − p²/3 and B = 2p³/27 − qp/3 + r
Let y = (s − A/3s)
then s³ − A³/(3s)³ − As + A²/3s + As − A²/3s + B = 0
s³ − A³/(3s)³ + B = 0
Multiplying throughout by s³, we get
s⁶ + Bs³ − A³/27 = 0
Let, s³ = z
z² + Bz − A³/27 = 0
z = [−B ±√(B² + 4A³/27)]/2

s₁³ = [−B +√(B² + 4A³/27)]/2
As we know that any equation has three cube roots. Let its cube root be s₁. then the roots are s₁, ωs₁ and ω²s₁.
Similarly,
s₂³ = [−B −√(B² + 4A³/27)]/2
Let its cube root be s₂. then the roots are s₂, ωs₂ and ω²s₂.
1/s₁³ = −(3s₂/A)³
⇒ 1/s₁³ = 1/[−B +√(B² + 4A³/27)]/2
= {[−B − √(B² + 4A³/27)]/2}/{[−B −√(B² + 4A³/27)][−B +√(B² + 4A³/27)]/4}
= {[−B − √(B² + 4A³/27)]/2}/{−4A³/(27×4)}
= {[−B − √(B² + 4A³/27)]/2}/{A³/27)}
= −(3s₂/A)³
s₁s₂ = −A/3
If we consider s₁ then −A/3s₁ = s₂.
The product of s₁ and s₂ is real so the possibilities of the roots for y (= s − A/3s) are
s₁ + s₂, (ωs₁ + ω²s₂) and (ω²s₁ + ωs₂).

Step 5: Shift the graph to the original position for the roots.
The three roots are
s₁ + s₂ − p/3, (ωs₁ + ω²s₂ − p/3) and (ω²s₁ + ωs₂ − p/3).

The solution of the equation
x³ + px² + qx + r = 0 is
s₁ + s₂ − p/3, (ωs₁ + ω²s₂ − p/3) and (ω²s₁ + ωs₂ − p/3).

Where ω is a cube root of 1 i.e (−1 + i√3)/2
Where s₁ is a cube root of [−B +√(B² + 4A³/27)]/2 and
s₂ is a cube root of [−B − √(B² + 4A³/27)]/2.
and
where A = q − p²/3 and B = 2p³/27 − qp/3 + r

Whether real or complex (Cubic Equation)

This post deal with the conditions to check whether the roots are real or complex of a cubic equation. A cubic equation always has a real root. The other two roots are real or complex according as the graph cuts the x axis in one or three positions. If the graph touches the x-axis then two roots are equal. If the graph cuts the x-axis in three positions then all the roots are real. If the graph cuts the x-axis in one position then other two roots are complex. When we look at the graph of a general cubic equation we see a cup like structure and a cap like structure. The base of the cup like structure gives local minima and the top of cap like structure gives local maxima. Let us find the positions where the curve bends and changes its direction. We call the cup like structure concave upward and a cap like structure convex upward. The quadratic equation is ax³ + bx² + cx + d = 0. Let it be equal to y or f(x). y = ax³ + bx² + cx + d. Now the rate of change of curve is f '(x) = 3ax² + 2bx + c. f(x) is differentiated to obtain f '(x). We again differentiate f '(x) to obtain f ''(x),

f ''(x) = 6ax + 2b
f ''(x) = 6a(x + b/3a)

Let us check, for what values of x it may give maxima and for what values it may give minima.
There are four cases for it and is given in the following table

f ''(x)	x	a	state
> 0	x < (−b/3a)	a < 0	minima
< 0	x > (−b/3a)	a < 0	maxima
< 0	x < (−b/3a)	a > 0	maxima
> 0	x > (−b/3a)	a > 0	minima

When the local maxima and and local minima are on opposite sides of x-axis then all the roots are real.

Let us find the x-coordinate of maxima or minima. It is when f '(x)=0.

Solving 3ax² + 2bx + c = 0 we get
x = [−2b±√(4b² − 12ac)]/6a
x = [−b±√(b² − 3ac)]/3a
or
x₁ = [−b+√(b² − 3ac)]/3a
and
x₂ = [−b−√(b² − 3ac)]/3a Find the value of y for x₁ and x₂, substituting them in place of x.

For x₁ we get y₁ = [4b³ − 15abc + 27a²d + (6ac − 2b²)√(b² −3ac)]/27a²

For x₂ we get y₂ = [4b³ − 15abc + 27a²d − (6ac − 2b²)√(b² −3ac)]/27a²

Now local maxima and local minima lie on the opposite sides of the x-axis when y₁ and y₂ lie on the opposite sides of x-axis. This will happen when they are of opposite sign.

Now four cases arise:

y1	y2	Remark
y1< 0	y2< 0	One root is real and other two are complex. Graph of  y = x3 + 4x2 + 4x − 7
y1< 0	y2> 0	All the three roots are real.  Graph of y = x3 + 6x2 + 4x − 7 If y1 = 0 or y2 = 0 then there are two equal roots and it may be   [−b+√(b2 − 3ac)]/3a or [−b-√(b2 − 3ac)]/3a
y1> 0	y2< 0	All the three roots are real. Graph of y = − x3 + 4x2 + 4x − 7 If y1 = 0 or y2 = 0 then there are two equal roots. and it may be   [−b+√(b2 − 3ac)]/3a or [−b-√(b2 − 3ac)]/3a
y1> 0	y2> 0	One root is real and other two are complex. Graph of y = x3 + 4x2 + 4x + 7

When (b² − 3ac) is less than zero then y₁ and y₂ are complex and there is no maxima and minima. Then the equation has only one real root and other two are complex. See the graph for 3x² + 2x² + 3x + 4 = 0.
Where (b² − 3ac) = (4 − 27) < 0.

When y₁ or y₂ is equal to zero then there are two equal roots.

Complex numbers and its origin

When we hear of complex numbers, one thing comes to our mind and it is something complex. One thing I would like to tell that complex numbers are not as complex as it seems to be. Even Euler wanted it to be taught in schools. It is a combination of symbols, idea and presentation. the evolution of complex numbers is attributed to the equation x² + 1 = 0. As we can see from the above equation that the square of a number is negative. And we know that the square of any integer cannot be negative. To solve such type of equations we use imaginary numbers. The basic of imaginary numbers is √-1. We represent it by i. One of the most interesting thing in the complex numbers is the product of two complex number i. i×i = √-1 × √-1 is not 1 as can be thought. The reasoning of the above is √-1 × √-1 = √(-1×-1) = √1 = 1. But we must keep in mind that now the number can not be thought as per the rules of real algebra. Any negative number n under the root sign can not be thought as a combination of a number, sign and a root. But it is to be interpreted as a sign i√n. Where the number n denotes the magnitude of the negative number. So the new reasoning is i×i = i² = -1.

A complete imaginary number consists of real as well as imaginary parts.But one thing which comes to our mind is what is the representation of these numbers. To show such kind of numbers we use Argand plane or complex plane. A complex number has two parts the real part and the imaginary part. The real part is denoted on the real axis and imaginary part is denoted on the imaginary axis. The real part is equivalent to the x-axis and the imaginary part is equivalent to the y-axis of the Cartesian Coordinates.

Euler established a relationship between e, i, cos θ and sin θ. He found that they form a definition and it is
e^iθ = cos θ + i sin θMuch of the mathematics of complex numbers is result of identity. We find that e^iθ = cos θ + i sin θhas no simple proof but as we expand e^iθ we find that its representation is like this
e^iθ = 1 + iθ + i²θ² + i³θ³ + i⁴θ⁴ + ...
= 1 + iθ − θ² − iθ³ + θ⁴ + ...
= (1 − θ² + θ⁴ ...) + i(θ − θ³ + ...)
We know that (1 − θ² + θ⁴ ...) is expansion of cos θ and (θ − θ³ + ...) is the expansion of sin θ
= cos θ + i sin θ

Similarly by induction we can prove that (cos nθ + i sin nθ) = (cos θ + i sin θ)ⁿ.

There are many such results which form the basis of complex numbers. But the origin of complex numbers if the result of deep knowledge of mathematics as it takes ideas from different fields.