lOMoARcPSD|27097660 Module Mathematics in the Modern World Copy Accountancy (President Ramon Magsaysay State University) Scan to open on Studocu Studocu is not sponsored or endorsed by any college or university Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 1: THE NATURE OF MATHEMATICS οΆ Learning Objectives At the end of this chapter, the student is expected to: ο identify patterns in nature and regularities in the world; ο explain the importance of mathematics in one’s life; and ο express appreciation for mathematics as a human endeavor. Introduction Mathematics relies on both logic and creativity, and it is pursued both for a variety of practical purposes and for its intrinsic interest. For some people, and not only professional mathematicians, the essence of mathematics lies in its beauty and its intellectual challenge. For others, including many scientists and engineers, the chief value of mathematics is how it applies to their own work. Because mathematics plays such a central role in modern culture, some basic understanding of the nature of mathematics is requisite for scientific literacy. To achieve this, students need to perceive mathematics as part of the scientific endeavor, comprehend the nature of mathematical thinking, and become familiar with key mathematical ideas and skills. 1.1 Mathematics in Our World Have you ever wondered how well jeepney drivers give you your change when you hand your fare? How about when you buy street food? Most food vendors do not make a mistake in giving you your change after buying a grilled hotdog on a stick for example, without even using calculators. Routine transactions like these, knowingly or unknowingly, are mathematics at work because they involve computing numbers most of the time. How much time do you allot travelling to avoid getting late for class? Before that, do you track every second you spend taking the shower, eating breakfast, changing into school clothes, or preparing your things for school? Most importantly, do you check if you still have enough money for fare, food, and other expenses for school? Just like budgeting allowance, time is also mathematics at work. Are you watching your weight and your food caloric intake? Do you read the nutrition information from the packages of chocolates, cookies, candies, and drinks you buy? Consciously or unconsciously, all of these activities engage some form of mathematics. The heart of mathematics is more than just numbers, numbers which many supposed to be meaningless and uninteresting. Have you ever gone for beach trips or did mountain climbing perhaps and noticed in awe the beautiful world around you? The different shapes you see around, the changing hues of the sky from sunrise to sunset, the clouds transforming from stratus to cumulus, the contour of the rainbow in the horizon are all beautiful because of harmony. The degree of changing hues of color has to be of exact measurement to appear pleasing and harmonious to the human eye. “And it is mathematics that reveals the simplicities of nature, and permits us to generalize from simple examples to the complexities of the real world. It took many people from many different areas of human activity to turn a mathematical insight into a useful product” (Stewart, 1995, pp. 71-72). 1|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD If you count the number of petals of most flowers, notice that they are either of one petal, two petals, three petals, five petals, eight petals, or thirteen. This sequence of numbers form the set {1, 1, 2, 3, 5, 8, 13, …} whose pattern was discovered by Fibonacci, a great European mathematician of the Middle Ages. His full name in Italian is Leonardo Pisano, which means Leonardo of Pisa, because he was born in Pisa, Italy around 1175. Fibonacci is the shortened word for the Latin term “filius Bonacci,” which stands for “son of Bonaccio.” His father’s name was Guglielmo Bonaccio. The German mathematician and astronomer Johannes Kepler (known for his laws of planetary motion) observed that dividing a Fibonacci number by the number immediately before it in the ordered sequence yields a quotient approximately equal to 1.618. This amazing ratio is denoted by π called the Golden Ratio. Kepler once claimed that “[g]eometry has two great treasures; one is the Theorem of Pythagoras; the other, the division of a line into extreme and mean ratio. The first we may compare to a measure of gold, the second we may name a precious jewel” (Stakhov and Olsen, 2009). The Golden Ratio is so fascinating that proportions of the human body such as the face follows the so called Divine Proportion. The closer the proportion of the body parts to the Golden Ratio, the more aesthetically pleasing and beautiful the body is. Many painter, including the famous Leonardo da Vinci were so fascinated with the Golden Ratio that they used it in their works art. The world and the whole universe is imbued with mathematics. “The Pythagoreans believed that the nature of the universe was directly related to mathematics and that the whole numbers and the ratios formed by the whole numbers could be used to describe and represent all natural events’ (Aufmann, 2014). Can the course of natural events such as winning in a contest or in a game of chance be actually explained? What is your chance of winning the lottery? Have you ever heard of probabilities? Johann Carl Friedrich Gauss (1777-1855) was a remarkable mathematician who made many contributions to the mathematics of probabilities. An important aspect of studying probabilities is the so called combinatorics, a mathematical fields pioneered by Blaise Pascal, the mathematician whose famous Pascal’s Triangle finds useful application in algebra and statistics. Nature has its laws. These laws, such as the law of freely falling bodies, were laid down by Isaac Newton. Newton and Gottfried Leibniz developed modern calculus in the 17 th century. This development would not have been possible without the Cartesian coordinate system-- the fusion of geometry and algebra by Rene Descartes (1596-1650). Albert Einstein (1879-1955), who made a name for his mass and energy equation, E = mc2, would not have gone farther in his theory of relativity without mathematics. Marie Sklodowska Curie (1867-1934) a Polish chemist and mathematician received the 1911 Nobel Prize in chemistry for developing techniques of isolating radioactive elements. Biological scientists have also recently used mathematics extensively to theoretically investigate treatment procedures by modeling and simulating biological processes. Without mathematics, all these inventions and discoveries are not possible. The 20th century saw many breakthroughs in the fields of sciences and engineering which creatively and critically employed mathematics. From the first personal computer named Programma 101 that was released in 1965, to the first landing of man on the moon on July 20, 1969, and to the first Global Positioning System (GPS) satellite launched in 1989 for military use, 2|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD all of these show that Mathematics plays a vital role in the affairs of humanity. Today, there are 24 GPS satellite in orbit helping people locate their travel destinations such as Google Maps or Waze on personal computers, tablets, or smartphones. Despite all these scientific achievements, many “millennials” are hesitant in taking science courses partly because they feel anxious of anything intimately connected with mathematics. The interests of millennials in gadgets, games, and technologies that appeal to their senses have also interfered with the study of mathematics and the sciences. Unknowingly however, these technologies employ gadgets, to the instructions one places on the newly bought device which operate based on mathematical logic. Finally, Ian Stewart (1995) explains in his book Nature’s Numbers that mathematics is a systematic way of digging out the rules and structures that lie behind some observed pattern or regularity, and using these rules and structures to explain what is going on. Now, think of one of the most loved animation characters Dora the Explorer. When Dora gets lost in the jungle, what does she needs? A map. Thanks to Rene Descartes, who made the Cartesian map for without it, Dora will may never find her way. Mathematics is everywhere because it finds many practical applications in daily life. God, the Mathematician Architect, designs everything in this universe to follow rules or formulas. Whether following regular or irregular patterns, His creation benefits humankind, His greatest masterpiece. As Johannes Kepler wrote, “Those laws [of nature] are within the grasp of the human mind; God wanted us to recognize them by creating us after his own image so that we could share in His own thoughts” (Stewart, 2020). 3|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 1.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Write an essay about how you use Mathematics in our world using the following guided questions: (at least 150 words) o What is mathematics for you? o Where do you apply the principles of mathematics? o Do you need mathematics every day? Why? o What have you learned from school on mathematics so far? o Do you appreciate mathematics? Why or why not? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 4|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 1.2 Fibonacci Numbers Fibonacci observed numbers in nature. His most popular contribution perhaps is the number that is seen in the petals of flowers. A calla lily flower has only 1 petal, euphorbia has 2, trillium has 3, hibiscus has 5, cosmos flower has 8, corn marigold has 13, some asters have 21, and a sunflower can have 34, 55, or 89 petals. Surprisingly, these petal counts represent the first ten numbers of the Fibonacci sequence. Calla Lily Euphorbia Marigold Trillium Hibiscus Cosmos Aster Not all petal numbers of flowers, however follow this pattern discovered by Fibonacci. Some examples include the Brassicaceae family having four petals. Remarkably, many of the flowers abide by the pattern observed by Fibonacci. The principle behind the Fibonacci sequence is as follows: ο· ο· ο· ο· Let xn be the nth integer in the Fibonacci sequence, the next (n + 1)th term xn +1 is determined by adding nth and the (n – 1)th integers. Consider the first few terms below: Let x1 = 1 be the first term, and x2 = 1 be the second term, the third term x3 is found by x3 = x1 + x2 = 1 + 1 = 2. The fourth term x4 is 2 + 1 = 3, the sum of the third and the second term. To find the new nth Fibonacci number, simply add the two numbers immediately preceding this nth number. n = 3: x3 = 1 + 1 = 2 n = 6: x6 = 3 + 5 = 8 n = 9: x9 = 13 + 21 = 34 n = 4: x4 = 1 + 2 = 3 n = 7: x7 = 5 + 8 = 13 n = 5: x5 = 2 + 3 = 5 n = 8: x8 = 8 + 13 = 21 5|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD These numbers arranged in increasing order can be written as the sequence {1, 1, 2, 3, 5, 8, 13, 21, 24, 55, 89, …}. Fibonacci Spirals in Sunflowers Pineapples Grow in a Numerical Sequence Similarly, when we count the clockwise and counterclockwise spirals in the sunflower seed, it is interesting to note that the numbers 34 and 5 occur—which are consecutive Fibonacci numbers. Pineapples also have spirals formed by their hexagonal nubs. The nubs on many pineapples form eight spirals that diagonally upward to the left and 13 that rotate diagonally upward to the right, again these are consecutive Fibonacci numbers (Aufmann, 2015). The same is also observed in the clockwise and counterclockwise spirals of a pine cone. Pine Cone Honeycomb 6|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Another interesting pattern in nature is the honeycomb. According to Merriam-Webster dictionary, “a honeycomb is a mass of hexagonal wax cells built by honeybees in their nest to contain their brood and stores of honey.” But why build hexagonal cells? Why not squares? Jin Akiyama, a Japanese mathematician, explains it well in an experiment made on his regular TV show Jinjin Math. In the experiment, a student is asked to step on one mass made up of square cells and the result is unbelievable! The mass with hexagonal cells resisted the weight of the student while the mass with square cells was completely destroyed. It is amazing to know that the mass made up of hexagonal cells is stronger than the one made up of square cells. Moreover, these patterns exist naturally in the world. Another interesting observation is the rabbit population beginning from a baby pair of the first generation. Since it takes the first generation to mature before giving birth to an offspring, there is an adult pair for the second generation, which is ready for reproduction. So, there are two rabbit pairs, the parents and baby pairs, of the third generation. Next, the adult pair begets a baby pair but the previous baby pair simply matures, so a family of three rabbit pairs for the fourth generation exists, and so on. The number of total rabbit pairs at each generation constitutes a Fibonacci sequence. Denoting by Fn the Fibonacci sequence of n generations is the set of Fibonacci numbers {Fn}, that is: {Fn} = {1, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89, 144, …}. In particular, denote F1 = 1 for the 1st generation, F2 = 1 for the 2nd generation, F3 = 2 for the 3rd generation, F4 = 3 for the 4th generation, and so on. It is interesting to point out that the Fibonacci numbers Fn obey the following relationship: πΉ1 = πΉ2 = 1 { πΉπ = πΉπ−1 + πΉπ−2 , π ≥ 3 That is, Fn is given by the sum of the two previous Fibonacci numbers, πΉπ−1 and πΉπ−2 , π ≥ 3. For example: F3 = F2 + F1 F3 = 1 + 1 F3 = 2 It is also seen that F4 = F3 + F2 = 2 + 1 = 3 and F10 = F9 + F8 = 34 + 21 = 55. Let us investigate the ratio of two adjacent Fibonacci numbers as n becomes large. 7|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD πΉ The following tables gives values of the ratio πΉ π as n approaches ∞. n 3 4 5 6 7 8 9 πΉπ πΉπ−1 2/1 = 2 3/2 = 1.5 5/3 = 1.6666667 8/5 = 1.6 13/8 = 1.625 21/13 = 1.615384615 34/21 = 1.619047619 π−1 n 10 11 12 13 14 15 16 πΉπ πΉπ−1 55/34 = 1.617647059 89/55 = 1.618181818 144/89 = 1.617977528 233/144 = 1.61805556 377/233 = 1.618025751 610/377 = 1.618037135 987/610 = 1.618032787 It is interesting to note that the ratio of two adjacent Fibonacci numbers approaches the πΉ golden ratio; that is, π = 1.6180339887 … as n becomes large. This is indeed a mystery. What πΉπ−1 does the golden ratio have to do with a rabbit population method? 8|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 1.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ Identify at least 10 patterns and regularities in your surroundings by taking photos, describe each by applying principles of mathematics. 9|P age Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 1.3 The Golden Ratio The ratio of two consecutive Fibonacci numbers as n πΉ becomes large, approaches the golden ratio; that is, lim π = π→∞ πΉπ−1 1.6180339887 … This can be verified by measuring some parts of the human body: the length of the arm, height, the distance of the fingertips to the elbow. According to Markowsky (1992), “the ratio of a person’s height to the height of his or her navel is roughly the golden ratio. We are not told why this is significant; the navel is a scar of no great importance in an adult human being.” You may verify this for yourself. Did you get a value close to 1.6180339887 … ? The ratio between the forearm and the hand also yields a value close to the golden ratio! Another name for golden ratio is divine proportion. This must be so because human beauty is based on the divine proportion. The photo on the next page illustrates the following golden ratio proportions in the human face: ο· ο· ο· ο· ο· center of pupil: bottom of teeth: bottom of chin outer and inner edge of eye: center of nose outer edges of lips: upper ridges of lips width of center tooth: width of second tooth width of eye: width of iris The golden ratio denoted by π is sometimes called the golden mean or golden section: 10 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD π= 1 + √5 = 1.6180339887 … 2 The golden ratio can be expressed as the ratio between two numbers, if the latter is also the ratio between the sum and the larger of the two numbers. Geometrically, it can also be visualized as a rectangle perfectly formed by a square and another by a square and another rectangle, which can be repeated infinitely inside each section. Golden Rectangle with the Golden Spiral a b a+b Suppose that a line segment is cut into two pieces of length: a and b. Below it is shown that a is longer than b. Clearly, the length of the original segment is a + b. π Now, two ratios are formed: π and π+π π . The first is the ratio of the longer piece a to the shorter piece b, and the second ratio is the whole length to the longer piece a. It is now ideal to ask, when are the two ratios equal? This is an algebraic question that can be solved by equating the two ratios: π π π+π = (1) π π π Simplifying the right side of equation (1), we get π = 1 + π. π Denoting the ratio π by π, we end up with 1 π =1+π (2) On the other hand, dividing both the numerator and denominator of the right side if equation (1) by b, we get π π π +1 = ππ π which by writing π = π becomes π = π π+1 π (3) 1 or π = 1 + π as in (2). Now, by multiplying both sides of equation (2) by π, we get a quadratic equation π2 − π − 1 = 0 (4) Downloaded by fjdh fjdh (fjdh49134@gmail.com) 11 | P a g e lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Using quadratic root formula, we find two roots of equation (4); the first root is π = 1.6180339887 …, and the second root is π = −1.6180339887 ….The first root is the ratio of π = 1.618 that we are looking for, and we ignore the second root because it is negative number. Hence, the value we are looking for is π= 1 + √5 = 1.6180339887 … 2 The golden ratio π = 1.6180339887 … is a strange number. It is the only number that if 1 you subtract one from it, π − 1= 0.6180339887 …, you end up with its own reciprocal π = 0.6180339887 … Shapes and figures that bear in the golden rectangle are generally considered to be aesthetically pleasing. As such, the ratio is visible in many works of art and architecture such as in the Mona Lisa, the Notre Dame Cathedral, and the Parthenon. In fact, the human DNA molecule also contains Fibonacci umbers, being 34 ångstroms long by 21 ångstroms wide for each full cycle of the double helix spiral. It is also visible the patterns of golden spiral in our nature. Mona Lisa The Parthenon DNA molecule of a human Notre Dame Cathedral Golden Spirals in Nature 12 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISE 1.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. With your partner, measure each of the following: o o o o o Height and height of navel Foot and hand length Length of forearm and length of hand Width of center tooth and width of second tooth Shoulder length and waistline Are the results roughly the golden ratio? If not, what must be the ratios to get the golden ratio? 2. A wood that is 12 feet in length is needed to be cut into two parts such that the ratio of the parts constitutes the golden ratio. What must be the lengths of the wood? 13 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 2: MATHEMATICAL LANGUAGE AND SYMBOLS οΆ Learning Objectives At the end of this chapter, the student is expected to: ο· discuss the language, symbols, and conventions used in mathematics; ο· explain the nature of mathematics as a language; ο· evaluate mathematical expressions correctly; and ο· recognize that mathematics is a useful language. Introduction Mathematics has its own language, much of which we are already familiar with. For example, the digits 0, 1, 2, 3, 4, 5, 6, 7, 8, 9 are part of our everyday lives. Whether we refer to 0 as ‘zero’, ‘nothing’, or ‘O’ as in a telephone number, we understand its meaning. There are many symbols in mathematics and most are used as a precise form of shorthand. We need to be confident when using these symbols, and to gain that confidence we need to understand their meaning. To understand their meaning there are two things to help us—context - this is the context in which we are working, or the particular topics being studied, and convention - where mathematicians and scientists have decided that particular symbols will have particular meaning. 2.1 The Language of Mathematics Can you imagine how would you be able to communicate with a seatmate in the bus who speaks an entirely different language from yours? You may be able to tell him or her to watch over your bag as you get off the bus for a while to buy something through certain nonverbal gestures. That can be done with sign language. Language facilitates communication and meaning-making. It allows people to express themselves and maintain their identity. Likewise, language bridges the gap among people from various cultural origins without prejudice to their background and upbringing. If you plan to marry someone with different language and culture, you need to know his or her language and culture to be able to live with him or her as a spouse. Have you seen the characters of Mandarin language? The Mandarin language has different characters for sun, moon, stars, things like house, chair, table, furniture, trees, plants, flowers, and relationships like grandfather, grandmother, father, mother, sister, brother etc. These unfamiliar characters in the written Mandarin language may make learning Mandarin more difficult than the Greek language even if Greek letters are different from the English alphabet. Mathematics is also a language. It has its own symbol system; the same way the English or Greek languages have their own alphabet. Characteristics of Mathematical Language Mathematical language is precise which means it is able to make very fine distinctions or definitions among a set of mathematical symbols. It is concise because a mathematician can express otherwise long expositions or sentences briefly using the language of mathematics. The mathematical language is powerful, that is, one can express complex thoughts with relative case. 14 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD For example, consider the sentence “The sum of any two real numbers is also a real number.” In mathematical notation, this declarative sentence can be written as: ∀π, π ∈ β, π + π ∈ β Mathematics is a symbolic language. Some of the symbols you may encounter as you read this book are the following: Σ ∃ ∀ ∈ ∞ ⊆ The sum of There exists For all/for any Element of/member of infinity Subset of ⇒ βΊ β β β€ β If …, then If and only if Set of real numbers Set of natural numbers Set of integers Set of rational numbers Mathematical language can describe a subset of the real world using only the symbols above. Problems in physics like freely falling bodies, speed, and acceleration; quantities like the chemical content of vegetables; the use of mathematical modeling in biological disease modelling; and the formulas employed in the social sciences can all be expressing using mathematical sentences or formulas. Mathematics describes abstract structures as well. There are areas of Pure Mathematics which deal with abstract algebra, linear algebra, topology, real analysis, and complex analysis. Mathematics, therefore, is a language of Sciences, business, economics, music, architecture, arts, and even politics. There is an intimate connection between the language of Mathematics and the English language. The left brain hemisphere which is responsible for controlling language is also the same part of the brain in charge of tasks involving Mathematics. It is the left brain hemisphere that coordinates logical and analytical thinking while the right brain hemisphere is responsible for creative thinking. Chinese, Greek, and English languages are the same because they communicate ideas through symbols that feed the mind with information. More often however, a Chinese word or symbol may mean differently in the Greek or English language resulting in confusion. Mathematics tries to avoid this difficulty by adopting a universally understood symbolic system for its language. Thus, the language of Mathematics can be considered a common language of the world. Any student learning Mathematics in all parts of the globe should be able to understand Mathematics even if he or she does not understand English or Filipino. 15 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 2.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ Write an essay about the Language of Mathematics using the following guided questions: (at least 150 words) o Is language of Mathematics important to you? Why or why not? o When do you use the language of Mathematics? o Can you live without it? Why or why not? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 16 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 2.2 Expressions vs. Sentences ENGLISH NOUN (name of given to object of interest) SENTENCE (must state a complete thought) PERSON PLACE THING ANIMAL TRUE (T) FALSE (F) SOMETIMES TRUE (ST)/ SOMETIMES FALSE (SF) Cardo Manila gun dog The capital of the Philippines is Manila. Philippines has four major islands. The dog is black. MATHEMATICS EXPRESSION (name of given to mathematical object of interest) NUMBER SET FUNCTION 2 {1, 2} f(x) MATRIX [ 1 4 ] −2 3 SENTENCE (must state a complete thought) ORDERED PAIR TRUE (T) FALSE (F) SOMETIMES TRUE (ST)/ SOMETIMES FALSE (SF) (x,y) 2+5=7 1 + 1 = 11 3x + 5 = -2 A sentence must contain a complete thought. In the English language, an ordinary sentence must contain a subject and a predicate. The subject contains a noun or a whole clause. “Manila” for example is a proper noun but is not in itself a sentence because it does not state a complete thought. Similarly, a mathematical sentence must state a complete thought. An expression is a name given to a mathematical expression but not a mathematical sentence. Types of Mathematical Sentences A mathematical sentence is one in which a fact or complete idea expressed. Because a mathematical sentence states a fact, many of them can be judged to be “true” or “false”. Questions and phrases are not mathematical sentences since they cannot be judged to be true or false. Examples: a. “An isosceles triangle has two congruent sides.” is a true mathematical sentence. b. “10 + 4 = 15” is a false mathematical sentence. c. “Did you get that one right?” is NOT a mathematical sentence – it is a question. d. “All triangles” is NOT a mathematical sentence – it is a phrase. There are two types of mathematical sentences: ο§ Open Sentence An open sentence is a sentence which contains a variable. It can be either true or false depending on what values are used. 17 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Examples: 1. A triangle has n sides. 2. z is a positive number. 3. 3y = 4x + 2 4. a + b = c + d ο§ Closed Sentence A closed sentence is a sentence which can be judged to be always true or always false and has no variables. Examples: 1. A square has four corners. 2. 6 is less than 5. 3. −3 is a negative number. 4. 3 + 5 = 8 5. 9 is an even number. 18 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISE 2.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ Tell whether if each of the following sentences is an open sentence or a closed sentence an. Write OS if a sentence is open and CS if it is closed. If CS, determine if it is true or false. If OS, identify the expression that will make the sentence always true. _________________________ 1. Nine is an even number. _________________________ 2. 4x – 2 = 5 _________________________ 3. Zero is an even number. _________________________ 4. 2 + 5 = 2x _________________________ 5. 1⁄2 > 2⁄3 _________________________ 6. n is a composite number. _________________________ 7. 2n < 5 _________________________ 8. – 0.5 is an integer. _________________________ 9. π is a variable. _________________________ 10. 0 is not an integer. 19 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 2.3 Translating Mathematical Sentences to English Sentences (or vice versa) There is no single strategy for translating Mathematical sentences into English sentences (or vice versa). As long as you can remember the basics, you should be able to tackle the more challenging ones. Just make sure that you can justify how you come up with your own translation, and more importantly that it makes sense to you. To build your skills in writing Mathematical sentences to English sentences (or vice versa), we will go over different ways of how each operation may show up as a word or phrase in the problem. The four arithmetic operations involved are addition, subtraction, multiplication, and division. You can use also the different mathematical symbols as stated in a sentence. Example 1: Write the Mathematical sentences into English sentences a. ∀π₯ ∈ β, π₯ 2 ≥ 0 b. ∀π₯, π¦ ∈ β, (π₯ + π¦)2 = π₯ 2 + 2π₯π¦ + π¦ 2 c. ∃π, π ∈ β€, π − π ≤ π + π d. ∀π, π ∈ β, ππ = 0 ⇒ π = 0 ∨ π = 0 Solution: a. For any real number, its square is greater than or equal to zero. b. For any real numbers x and y, the square of their sum is equal to the sum of their squares plus twice their product. c. There exist integers m and n such that m minus n is less than or equal to m plus n. d. For any rational numbers a and b, if their product is zero, then either a or b equals zero. Example 2: Write the English sentences into Mathematical sentences. a. Ten is the square root of one hundred. b. Ten is greater than nine. c. Ten is an even number. d. Ten is a multiple of 5. Solution: a. √100 = 10 b. 10 > 9 c. 10 ∈ {2π, π ∈ β} d. 10 ∈ {5π, π ∈ β} 20 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISE 2.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ A. Translate each of the following English sentences into Mathematical sentences. 1. The square of the difference of x and y is not more than 10. ______________________________________ 2. The square of a number is positive. ______________________________________ 3. Four is an even number. ______________________________________ 4. One-fourth is a rational number. ______________________________________ 5. Six is the principal square root of 36. ______________________________________ B. Translate each of the following Mathematical sentences into English sentences. 1. ∀π₯ ∈ β, ∃π¦ ∈ β, π₯ + π¦ = 10 _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ 2. ∀π₯ ∈ β€+ , ∃π¦ ∈ β, π¦ 2 = π₯ _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ 3. π₯ + 12 = 8 _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ 4. 2(π₯ − 3) = 12 _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ 5. 2π₯ − 6 = 45 _____________________________________________________________________ _____________________________________________________________________ _____________________________________________________________________ 21 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 3: THE FUNDAMENTALS OF LOGIC οΆ Learning Outcomes At the end of this chapter, the students is expected to: 1. 2. 3. 4. Define a propositional logic and its categories; Explain logical connectives and exemplify truth values status of a proposition; Transform logical statements into symbolic form (or vice versa); and Construct combined truth table of propositions Introduction Why do most people argue over some issue and never get to the bottom of it? Sometimes people in dispute say that “they do not see eye to eye.” This expression means that the people invloved in an argument never get to agree on the issues at hand. In many cases, the disagreement lies on not being able to present sound arguments based on facts, or the failure to convince the conteding party using logical arguments. To avoid such a scenario in Mathematics and to uphold certainly in the validity of mathemtical statements, mathematics employs the powerful language of logic in asserting truths of statements. The use of logic illustrates the importance of precision and conciseness in communicating Mathematics. 4.1Propositional Logic A propositional logic, also known as statement logic, is the branch of mathematical logic that studies the truth and falsity of propositions. In propositional logic, the simplest statements are considered as indivisible units, and hence, propositional logic does not study those logical properties and relations that depend upon parts of statements that are not themselves statements on their own, such as the subject and predicate of a statement. A proposition is a declarative sentence subject for affirmation or denial. It is a statement with truth value; either true (T) or false (F), but not both. Examples: Determine if each sentence is a proposition or not. a. All parallelograms are quadrilaterals. b. Rhombuses are squares. c. Is an equilateral triangle an isosceles triangle? d. Triangle ABC is a right triangle. e. Draw two parallel lines that are cut by a transversal. f. 3 + 4 = 7 g. The sum of two prime numbers is even. h. x > 10 i. n is a prime number. j. 2 + 5 = 5 22 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Answers: a. b. c. d. e. f. g. h. i. j. Proposition Proposition Not a Proposition Proposition Not a Proposition Proposition Proposition Proposition Proposition Proposition Categories of Propositions ο Qualitative Categories of Propositions Propositions are categorized as affirmative or negative. The following sentences are examples of affirmative propositions: 1. A quadrilateral has four sides. 2. The Philippines is a member of the ASEAN. 3. Whales are mammals. The following are examples of negative propositions: 1. A right triangle has no obtuse angle. 2. Tomato is not a fruit. 3. Parallel lines never intersect. ο Quantitative Categories of Propositions Propositions are further classified according to quantity or the different possible extensions of their subject-terms. Type of Categorical Proposition Universal proposition Description The subject term is taken in full extension. Examples All quadrilaterals are polygons. No parallel lines meet at a point. Particular Proposition Singular Proposition The subject term is taken only in particular extension. The subject term denotes a single person or thing. Every integer is a real number. Some algebraic expressions are polynomials. A prime number has only two factors. 23 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD When quality and quantity are combined, propositions may be classified based on its mood as follows: Affirmative Negative Universal A Particular I All x is y. Some x is y. E O All x is not y. Some x is not y. The letters A, E, I and O can be used to refer to propositions universal affirmative, universal negative, particular affirmative and particular negative, respectively. Examples: Determine whether each statement is A, E, I, or O proposition. a. There are snakes in every forest. b. Some crocodiles are found in the city. c. All lambs are not tame. d. Some men are never as free as a bird. Answers: a. b. c. d. A I E O 24 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 3.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ A. Determine if each statement is a proposition or not. ____________ 1. Every triangle is a polygon. ____________ 2. All right angles are congruent. ____________ 3. x is greater than or equal to -2. ____________ 4. If x + 2 = 4, is x = 2? ____________ 5. The sum of the interior angles in a triangle. ____________ 6. Some rectangles are not parallelograms. ____________ 7. Each equilateral triangle is an isosceles triangle. ____________ 8. For all values of a and b, (a + b)(a – b) = a2 – b2 ____________ 9. If a is a real number, a2> 2. ____________ 10. Bisect an angle. B. Determine whether each statement is A, E, I, or O proposition. _______ 1. Some variables are fractions. _______ 2. Each scalene triangle has no equal sides. _______ 3. Some rectangles are parallelograms. _______ 4. All right angles are congruent. _______ 5. Every triangle is not a polygon. _______ 6. Few rational numbers are integers. _______ 7. Every odd number is prime. _______ 8. Some irrational numbers are not terminating decimals. _______ 9. All mathematicians are males. _______ 10. Some polynomials are not congruent sides. 25 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 3.2 Logical Connectives Logical connectives are words or symbols used to connect two or more sentences in a logical and grammatically valid way to produce one compound statement that takes its meaning from the original sentences as well as the logical connective used. They can be used as a means to connect two or more ideas, to compare and contrast different ideas, or to state certain conditions. Examples: Statement Connective Symbol Type of Logical Statement Not p not Negation ¬p p and q And pΛq Conjunction p or q Or pΛ q Disjunction If p, then q If –then Conditional p→π p if and only if q If and only if p ↔ π Biconditional To understand the use of symbols in logic, consider the following simple statements. Let p: The Earth is round. q: The Sun is cold. r: It rains in Spain. The following compound statements can be written in symbolic form. 1. The Earth is round and the sun is cold. Symbolic Form: p Λ q 2. Either the Earth is round or the Sun is not cold. Symbolic Form: p Λ ( ¬ q ) 3. The Earth is round and either the Sun is not cold or it rains in the Spain. Symbolic Form: p Λ (q Λ r) 4. If the Earth is round, then it rains in Spain. Symbolic Form: p → r 5. The Earth is round if and only if it rains in Spain. Symbolic Form: p ↔ r The following symbolic forms can be written in compound statement. 1. ¬r ↔ (¬p Λ q) Compound Statement: It does not rain in Spain if and only if the earth is not round and the sun is cold. 2. (q Λ p) → r Compound Statement: If the sun is cold and the earth is round, then it rains in Spain. 3. (¬q Λ r) → ¬p Compound Statement: If either the Sun is not cold or it rains in Spain, then the Earth is not round. 26 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 4. r Λ (¬ q Λ¬p) Compound Statement: Either it rains in Spain or the Sun is not cold and the Earth is not round. 5. (¬p Λ r) ↔ ¬q Compound Statement: Either the Earth is not round or it rains in Spain if and only if the Sun is not cold. 27 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 3.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ I. Write each statement in symbolic form using connectives ¬, Λ , Λ, →, or ↔. _______________________ 1. If today is Friday (p), then tomorrow is Saturday (q). _______________________ 2. I went to the registrar’s office (p) and I ate lunch at the canteen (q). _______________________ 3. A triangle is an equilateral triangle (p) if and only if it is an equiangular triangle (q). _______________________ 4. If it is bird (p), then it has feathers (q). _______________________ 5. If either x is a fraction or y is a decimal (p), then it is not a rational number (¬q). _______________________ 6. The moon is flat (p) if and only the sun rises at the south (q) and the dog is flying (r). _______________________ 7. If either a frog is an amphibian (p) or a jelly fish is not a fish (¬q), then 1 + 2 = 3 (r). _______________________ 8. Online games are not bad to students (¬p) if and only if it will not destroy their studies (¬q) and they sleep at least 8 hours a day (r). _______________________ 9. Cigarette smoking is dangerous to your health (p) and it gives bad breath (q), or it can kill you (r). _______________________ 10. If x + 5 = 7 (p) and 2x – 7 = 6 (q), then x + 8 = 2 (r) or 6x – 2 = 4 (s). II. Write each symbolic statement as an English sentence. Use p, q, r, s, and t as defined below. p: Sarah Geronimo is a singer. q: Sarah Geronimo is not a songwriter. r: Sarah Geronimo is an actress. s: Sarah Geronimo plays guitar. t: Sarah Geronimo is a dancer. 1. (p Λ r) Λ q _____________________________________________________________________ 2. p → (q Λ¬r) _____________________________________________________________________ 3. (r Λ p) ↔ q _____________________________________________________________________ 4. ¬s → (p Λ¬q ) _____________________________________________________________________ 5. π‘ ↔ (¬r Λ¬p) _____________________________________________________________________ 28 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 3.3 Truth Table The truth table is a table that shows the truth values of a compound statement for all possible truth values of its simple statements. Negation Statement A statement is a negation of another if the word is not introduced in the negative statement. Let p be a proposition. The negation of p is “not p” or ¬p. The following is its truth table: p T F ¬p F T Examples: What is the negative of the following statements? a. p: √2 is a rational number. b. q: 6 is an odd number. Solution: a. √2 is not a rational number. or √2 is an irrational number. In symbols, ¬p. b. 6 is not an odd number. or 6 is an even number. In symbols, ¬q. Conjunction Statement The conjunction of p and q, denoted p ∧ q, is a statement that is true if both p and q are true, and is false otherwise. We read p ∧ q as “p and q” This deο¬nition can be represented by the “truth table”: p q p∧q T T T T F F F T F F F F Note: This truth table shows whether the new statement is true or false for each possible combination of the truth or falsity of each p and q. Example 1 Let p: It is raining. q: The streets are wet. Then, the statement p ∧ q is “It is raining and the streets are wet.” Example 2 Let r: 9 is an even number. 29 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD s: Ten is greater than 9. Then, the statement r ∧ s is “9 is an even number and ten is greater than 9.” Disjunction Statement The disjunction of p and q, denoted p ∨ q, is a statement that is true if either p is true or q is true or both are true, and is false otherwise. We read p ∨ q as “p or q”. The following truth table presents this deο¬nition: p q p∨q T T T T F T F T T F F F Note: The truth of the statement p ∨ q means that at least one of p or q is true. Example 1 Let p: It is raining. q: The streets are wet. Then, the statement p ∨ q is “It is raining or the streets are wet.” Example 2 Let r: 9 is an even number. s: Ten is greater than 9. Then, the statement r ∨ s is “9 is an even number or ten is greater than 9.” Conditional Statement The conditional from p to q, denoted p → q, is a statement that is true if it is never the case that p is true and q is false. We read p → q as “if p then q”. p is called the “antecedent or hypothesis” and q is called the “consequent or conclusion”. The following truth table presents this deο¬nition: p q T T T F F T F F p →q T F T T Notice that the conditional is a new example of a binary logical operator – it assigns to each pair of statements p and q the new statement p→q. Consider the following statement: "If you earn an A in logic, then I'll buy you a Yellow Mustang." It seems to be made up out of two simpler statements: p: "You earn an A in logic," and q: "I will buy you a Yellow Mustang." 30 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD What the original statement is then saying is this: if p is true, then q is true, or, more simply, if p, then q. We can also phrase this as p implies q, and we write p→q. Now let us suppose for the sake of argument that the original statement: "If you earn an A in logic, then I'll buy you a Yellow Mustang," is true. This does not mean that you will earn an A in logic; all it says is that if you do so, then I will buy you that Yellow Mustang. If we think of this as a promise, the only way that it can be broken is if you do earn an A and I do not buy you a Yellow Mustang. In general, we use this idea to define the statement p→q. Notes: 1. The only way that p→q can be false is if p is true and q is false—this is the case of the "broken promise." 2. If you look at the truth table again, you see that we say that "p→q" is true when p is false, no matter what the truth value of q. This again makes sense in the context of the promise — if you don't get that A, then whether or not I buy you a Mustang, I have not broken my promise. However, it goes against the grain if you think of "if p then q" as saying that p causes q. The problem is that there are really many ways in which the English phrase "if ... then ..." is used. Logicians have simply agreed that the meaning given by the truth table above is the most useful for mathematics, and so that is the meaning we shall always use. Shortly we'll talk about other English phrases that we interpret as meaning the same thing. Here are some examples that will help to explain each line in the truth table. Example 1 (True Implies True) is True If p and q are both true, then p→q is true. For instance: If 1+1 = 2 then the sun rises in the east. Here p: "1+1 = 2" and q: "The sun rises in the east." Notice that the statements p and q need not have anything to do with one another. We are not saying that the sun rises in the east because 1+1 = 2, simply that the whole statement is logically true. Example 2 True Can't Imply False If p is true and q is false, then p→q is false. For instance: When it rains, I carry an umbrella. Here p: "It is raining," and q: "I am carrying an umbrella." In other words, we can rephrase the sentence as: "If it is raining then I am carrying an umbrella." Now there are lots of days 31 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD when it rains (p is true) and I forget to bring my umbrella (q is false). On any of those days the statement p→q is clearly false. Notice that we interpreted "When p, q" as "If p, then q." Example 3 False Implies Anything If p is false, then p→q is true, no matter whether q is true or not. For instance: If the moon is made of green cheese, then I am the King of England. Here p: "The moon is made of green cheese," which is false, and q: "I am the King of England." The statement p→q is true, whether or not the speaker happens to be the King of England (or whether, for that matter, there even is a King of England). Biconditional Statement The biconditional from p to q, denoted p ↔ q, is a statement that is true if p and q are both true or both false, and is false otherwise. We read p ↔ q as “p if and only if q” or “p iο¬ q”. The following truth table presents this deο¬nition: p T T F F q T F T F p↔q T F F T Note that, from the truth table, we see that, for p↔q to be true, both p and q must have the same truth values; otherwise it is false. Each of the following is equivalent to the biconditional p↔q. p if and only if q. p is necessary and sufficient for q. p is equivalent to q. Examples: a. True or false? "1+1 = 3 if and only if Mars is a black hole." b. Rephrase the statement: "I teach math if and only if I am paid a large sum of money." Solution: a. True. The given statement has the form p↔q, where p: "1+1=3" and q: "Mars is a black hole." Since both statements are false, the biconditional p↔q is true. 32 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD b. Here are some equivalent ways of phrasing this sentence: "My teaching math is necessary and sufficient for me to be paid a large sum of money." "For me to teach math it is necessary and sufficient that I be paid a large sum of money." Sadly, for our finances, none of these statements are true. More Examples: I. Write the following in symbolic form using p, q, and r for statements and the symbols ¬, β, β, →, ↔ where p: Pres. Duterte is a good president. q: Government officials are corrupt. r: People are happy. a. If Pres. Duterte is a good president, then government officials are corrupt. b. If government officials are not corrupt, then the people are happy. c. If Pres. Duterte is a good president and people are happy, then the government officials are not corrupt. d. Pres. Duterte is not a good president if and only if government officials are corrupt and the people are not happy. Answers: a. p→ (¬π) b. ¬π → π c. (π ∧ π) → (¬π) d. ¬π ↔ (π ∧ (¬π)) In constructing truth tables for a statement that involves a combination of conjunctions, disjunctions, and/or negations, the illustrative examples will be shown below. Illustrative Examples: a. Construct a truth table for ¬(¬ pΛ q)Λ q. b. Use the truth table in the previous discussion to determine the truth value of ¬(¬ pΛ q)Λ q, given that p is true and q is false. Solution: a. Start with the standard truth table form and then include a ¬ p column. p T T F F q T F T F ¬p F F T T 33 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Now use the truth values from the ¬ p and q columns to produce the truth values for ¬pΛ q, as shown in the rightmost column of the following table. p q ¬ p ¬pΛ q T T F T T F F F F T T T F F T T Negate the truth values in the ¬pΛ q column to produce the following. p q ¬ p ¬pΛ q ¬(¬pΛ q) T T F T F T F F F T F T T T F F F T T F As the last step, form the disjunction of ¬(¬ pΛ q)Λ q with q and place the results in the rightmost column of the table. See the following table. The shaded column is the truth table for ¬(¬ pΛ q)Λ q. p T T F F q T F T F ¬p F F T T ¬pΛ q T F T T ¬(¬pΛ q) F T F F ¬(¬ pΛ q)Λ q T T T F b. In row 2 of the above truth table, we see that when p is true, and q is false, the statement ¬(¬ pΛ q)Λ q in the rightmost column is true. 34 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 3.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ I. Write each sentence in symbolic form. Use p, q, r, and s as defined below. Tell whether if each statement is true or false by applying the truth table. p: Stephen Curry is a football player. (False) q: Stephen Curry is a basketball player. (True) r: Stephen Curry is a rock star. (False) s: Stephen Curry plays for the Warriors. (True) __________________________ 1. Stephen Curry is a football player or a basketball player, and he is not a rock star. __________________________ 2. Stephen Curry is a rock star, and he is not a basketball player or a football player. __________________________ 3. If Stephen Curry is a basketball player and a rock star, then he is not a football player. __________________________ 4. Stephen Curry is a basketball player, if and only if he is not a football player and he is not a rock star. __________________________ 5. If Stephen Curry plays for the Warriors, then he is a basketball player and he is not a football player. II. Construct a truth table for [(¬π ∨ π ∨ π)] ∧ [π ∧ (¬π ∨ ¬π)] 35 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 3.4 The Inverse, the Converse, the Contrapositive Every conditional statement has three related statements. They are called the inverse, the converse, and the contrapositive. Suppose π and π are propositions. Given the implication π → π. Its inverse is ¬p→ ¬q, its converse is q→p, and its contrapositive is ¬q→ ¬p. That is, Given: If p, then q. Inverse: If not p, then not q. Converse: If q, then p. Contrapositive: If not q, then not p. To determine whether the conditional statement is true or false, we come up with the following truth table. Referring to the truth table of the implication statement p→q, we then create the truth table for the inverse, converse, and contrapositive statements. p T T F F q p →q ¬p→ ¬q q→p ¬q→ ¬p T T T T T F F T T F T T F F T F T T T T Examples: Give the converse, inverse, and contrapositive of the following implications: a. If this movie is interesting, then I am watching it. b. If p is prime number, then it is odd. Answers: a. Inverse: If this movie is not interesting, then I am not watching it. Converse: If I am watching this movie, then it is interesting. Contrapositive: If I am not watching this movie, then it is not interesting. b. Inverse: If p is not a prime number, then it is not odd. Converse: If p is an odd number, then it is prime. Contrapositive: If p is not an odd number, then it is not a prime. 36 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 3.4 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ Give the inverse, converse, and contrapositive of the following implications and tell whether if the statement is true or false. 1. If π is an irrational number, then it is a number that goes on forever. Inverse: ________________________________________________________________________ ________________________________________________________________________ Converse: ________________________________________________________________________ ________________________________________________________________________ Contrapositive: ________________________________________________________________________ ________________________________________________________________________ 2. If x is an even number, then x + 1 is even. Inverse: ________________________________________________________________________ ________________________________________________________________________ Converse: ________________________________________________________________________ ________________________________________________________________________ Contrapositive: ________________________________________________________________________ ________________________________________________________________________ 37 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 4: PROBLEM SOLVING AND REASONING οΆ Learning Objectives At the end of this chapter, the student is expected to: ο· apply inductive and deductive reasoning to solve problems; ο· solve problems involving patterns and recreational problems following Polya’s Problem Solving Strategy; and ο· organize one’s methods and approaches for proving and solving problems. Introduction Most occupations require good problem-solving skills. For instance, architects and engineers must solve may complicated problems as they design and construct modern buildings that are aesthetically pleasing, functional, and that meet stringent safety requirements. Two goals of his chapter are to help you become a better solver and to demonstrate that problem solving can be an enjoyable experience. One example of this is the movie Die Hard: with a Vengeance (1995) starring Bruce Willis and Samuel Jackson. In one of the action scenes, McClane and Carver (portrayed by Willis and Jackson, respectively) were caught in a breathtaking scenario where they needed to keep a bomb from exploding, and the only way to prevent the explosion is to put exactly four gallons of water on a scale. How would they do it if they only have a five-gallon and a three-gallon jug? 5 gal 3 gal 4 gal In this movie, the bomb did not explode, thanks to McClane’s quick reasoning ability and mathematical strategy. A good problem solver is the one who can find a resolution of which the path to the answer is not immediately known. McClane epitomizes a good problem solver by using a strategy which cannot be learned through school drills. In the real world, decision-making and problem-solving are two key areas that one should be good at in order to survive. In this chapter, you will learn to organize your own methods and approaches to solve mathematical problems. 38 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 4.1 Inductive and Deductive Reasoning Inductive Reasoning The type of reasoning that forms a conclusion based on the examination of specific examples to reach a general conclusion of something is called inductive reasoning. The conclusion formed by using inductive reasoning is called a conjecture. A conjecture is an idea that may or may not be correct. INDUCTIVE REASONING Inductive Reasoning is the process of reaching a general conclusion by examining specific examples. When you examine a list of numbers and predict the next number in the list according some pattern you have observed, you are using inductive reasoning. Example 1: Use inductive reasoning to predict the next number in each of the following lists. a. 5, 10, 15, 20, 25, ? b. 1, 4, 9, 16, 25, ? Solution: a. Each successive number is 5 units larger than the preceding number. Thus, it can be predicted that the next number in the list is 5 units larger than 25, which is 30. b. Observe that all numbers are perfect squares. 1 = 12, 4 = 22, 9 = 32, 16 = 42, 25 = 52. Thus, it can be predicted that the next number is 36, since 36 = 6 2. Inductive reasoning is not just used only to predict number in a list. In Example 2, we use inductive reasoning to make a conjecture about an arithmetic procedure. Example 2: Use Inductive Reasoning to make a conjecture. Consider the following procedure: 1. Pick a number. 2. Multiply the number by 10. 3. Add 8 to the product. 4. Divide the sum by 2. 5. And subtract 4. Repeat the procedure for several different numbers. Make a conjecture between the relationship of the size of the resulting number and the size of the original number using inductive reasoning. 39 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: Suppose we pick 3 as our original number. Then the procedure would produce the following results: Original number: 3 Multiply 3 by 10: 3 x 10 = 30 Add 8 to the product: 8 + 30 = 38 Divide the sum by 2: 38 ÷ 2 = 19 Subtract the quotient by 4: 19 – 4 = 15 We started with 3 and the procedure produces 15. Starting with 2 as our original number and the procedure produces 10. Starting with 5 as our original number and the procedure produces 25. Starting with 10 as our original number and the procedure produces 50. In each of these cases the procedure produces a number that is five times larger than the original number. Thus, it is conjectured that the given procedure produces a number that is five times larger than the original number. Example 3: Use the data in the table and by inductive reasoning, answer the following questions below. Earthquake Max. Tsunami (in Magnitude) Height (in meters) 7.5 5 7.6 9 7.7 13 7.8 17 7.9 21 8.0 25 8.1 29 8.2 33 8.3 37 a. If the earthquake magnitude is 8.5, how high (in meters) can the tsunami be? b. Can a tsunami occur when the earthquake magnitude is less than 7? Explain your answer. Solution: a. In the table, for every 0.1 increase in earthquake magnitude, the maximum tsunami height increases by 4 meters. Thus, it is conjectured that the maximum tsunami height for the earthquake magnitude of 8.5 is 45 meters. b. c. No, because when the earthquake magnitude is 7.4, the maximum tsunami height is only 1 meter. Hence, a tsunami does not occur when the earthquake magnitude is less than 7. Conclusions based on inductive reasoning may not always be true. In other words, a conjecture formed by using inductive reasoning may be incorrect. To illustrate this, consider the circles on the next page. For each circle, all possible line segments have been drawn to connect each dot on the circle with all the other dots on the circle. 40 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 2 1 1 15 9 7 4 5 8 6 3 1 3 3 1 1 10 11 6 4 5 2 2 12 7 4 16 8 13 14 2 The maximum number of regions formed by connecting dots on a circle Take Note: To produce the maximum number of regions, the dots on a circle must be placed so that no three line segments that connect the dots intersect at a single point. For each circle, count the number of regions formed by the line segments that connect the dots on the circle. Your results should agree with the results on the table below. Number of Dots 1 2 3 4 5 6 Maximum Number of Regions 1 2 4 8 16 ? There appears to be a pattern. Each additional dot seems to double the number of regions. Guess the maximum number of regions you expect for a circle with six dots. Check your guess by counting the maximum number of regions formed by the line segments that connect six dots on a large circle. 26 27 19 28 14 7 15 9 21 11 3 31 30 22 23 15 10 1 29 20 8 17 12 4 13 5 18 24 25 6 2 The line segments connecting six dots on a circle yield a maximum of 31 regions Your drawing will show that for six dots, the maximum number of regions is 31 (see the figure above), not 32 as you may have guessed. With seven dots the maximum number of regions is 57. This is good example to keep in mind. Just because a pattern holds true for a few cases, it does not mean the pattern will continue. When you use inductive reasoning, you have no guarantee that your conclusion is correct. 41 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Counterexamples A statement is a true statement provided that it is true in all cases. If you can find one case for which a statement is not true, called counterexamples, then the statement is a false statement. In Example 4, we verify that each statement is a false statement by finding a counterexample for each. Example 4: Find a Counterexample Verify that each of the following statements is a false statement by finding a counterexample. For all numbers x: a. |π₯ | > 0 b. π₯ 2 > π₯ c. √π₯ 2 = π₯ Solution: a. Let π₯ = 0. Then |0| = 0. Because 0 is not greater than 0, we have found a counterexample. Thus, “For all numbers π₯, |π₯ | > 0” is a false statement. b. For π₯ = 1, we have 12 = 1. Since 1 is not greater than 1, we have found a counterexample. Thus, “For all numbers π₯, π₯ 2 > π₯” is a false statement. c. Consider π₯ = −3. Then √(−3)2 = √9 = 3. Since 3 is not equal to −3, we have found a counterexample. Thus, “For all numbers π₯, √π₯ 2 = π₯” is a false statement. Take Note: A statement may have many counterexamples, but we need only one counterexample to verify that the statement is false. Deductive Reasoning Another type of reasoning is called inductive reasoning. Deductive reasoning is distinguished from the inductive reasoning that uses general procedures and principles to reach a conclusion. DEDUCTIVE REASONING Deductive Reasoning is the process of reaching a conclusion by applying general assumptions, procedures, or principles. Example 5: Use Deductive Reasoning to Establish a Conjecture Consider the following procedure: Pick a number. Multiply the number by 10, add 8 to the product, divide the sum by 2, and subtract 4. Solution: Let n represent the original number. Multiply n by 10: 10n 42 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Add 8 to the product: 8 + 10n Divide the sum by two: (8 + 10n) ÷ 2 = 4 + 5n Subtract the quotient by 4: 4 + 5n – 4 = 5n We started with n and ended with 5n after the following given procedure. This means that the given procedure produces a number that is five times larger than the original number. Example 6: Solve a Logic Puzzle Each of the four friends Donna, Sarah, Nikkie, and Xhanelle, has a different pet (fish, cat, dog, and snake). From the following clues, determine the pet of each individual. 1. Sarah is older than her friend who owns the cat and younger than her friend who owns the dog. 2. Nikkie and her friend who owns the snake are both of the same age and are the youngest members of their group. 3. Donna is older than her friend who owns the fish. Solution: From Clue 1, Sarah does not own a cat nor a dog. In the following chart, write X1 (which stands for “ruled out by clue 1”) in the cat and dog column for Sarah. Fish Donna Sarah Nikkie Xhanelle Cat X1 Dog Snake X1 From Clue 2, Nikkie does not own a snake and a dog and being the youngest. And since Sarah is not the youngest from Clue 1, then Sarah does not own a snake as well. Write X2 (ruled out by clue 2) in snake column for Nikkie and X1 in snake column for Sarah. There are now Xs in t he 3 pets in Sarah’s row, therefore Sarah owns the fish. Put a check ( ) which means Sarah’s pet is a fish. So, Donna, Nikkie, and Xhanelle do ot own the fish. Fish X2 Cat Fish X2 Cat X3 Dog Snake Donna Sarah X1 X1 X1 Nikkie X2 X2 X2 Xhanelle X2 From the Clue 3, Donna is older than Sarah, hence, Donna owns the dog. Write X3 (ruled out by clue 3) in cat and snake column for Donna. There are now Xs in snake column for Donna, Sarah, and Nikkie; therefore, Xhanelle owns the snake. Put a check in the box. Write X3 in the cat column for Xhanelle; hence, Nikkie owns the cat. Put a check in the box. Donna Dog Snake X3 43 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Sarah Nikkie Xhanelle X1 X2 X2 X3 X1 X2 X3 X1 X2 Thus, Sarah owns the fish, Donna owns the dog, Xhanelle owns the snake, and Nikkie owns the cat. 44 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 4.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ A. Use inductive reasoning to predict the next number in each of the following lists. 1. 3, 6, 9, 12, 15, ? 2. 1, 3, 6, 10, 15, ? 3. 2, 4, 8, 16, 32, 64, ? 4. 1, 8, 27, 64, 125, ? 5. 2, 5, 10, 17, 26, ? B. Use Inductive Reasoning to make a conjecture. Complete the procedure for several different numbers. Consider the following procedure: 1. Pick a number. 2. Multiply the number by 9. 3. Add 15 to the product. 4. Divide the sum by 3. 5. And subtract 5. C. Verify that each of the following statement is a false statement by finding a counterexample for each. For all numbers x: π₯ 1. = 1 2. π₯ π₯+3 3 = π₯+1 3. √π₯ 2 + 16 = π₯ + 4 D. Use Inductive Reasoning to Solve an Application Scientists often use inductive reasoning. For instance, Galileo Galilei (1564-1642) used inductive reasoning to discover that the time required for a pendulum to complete the swing, called the period of the pendulum, depends on the length of the pendulum. Galileo did not have a clock, so he measured the periods of pendulum in “heartbeats.” The following table shows some results obtained for pendulums of various lengths. For the sake of convenience, a length of 10 inches has been designated as 1 unit. Length of Pendulum Period of Pendulum(in The period of a (in units) heartbeats) pendulum is the 1 1 time it takes for 4 2 the pendulum to swing from left to 9 3 right and back to 16 4 its original 25 5 position. 36 6 Use the data in the above table and inductive reasoning to answer each of the following questions. 45 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD a. If a pendulum has a length of 49 units, what is its period? b. If the length of a pendulum is quadrupled, what happens to its period E. Use Deductive Reasoning to Establish a Conjecture 1. Consider the following procedure: Pick a number. Multiply the number by 8, add 6 to the product, divide the sum by 2, and subtract 3. 2. Consider the following procedure: Pick a number. Add 3 to the number and multiply the sum by 2. Subtract 6 from the product then divide the result by 2. F. Each of four neighbors, Sean, Maria, Sarah, and Brian, has a different occupation (editor, banker, chef, and dentist). From the following clues, determine the occupation of each neighbor. 1. Maria gets home from work after the banker but before the dentist. 2. Sarah, who is the last to get home from work, is not the editor. 3. The dentist and Sarah leave for work at the same time. 4. The banker lives next door to Brian. 46 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 4.2 Problem Solving with Patterns Terms of a Sequence An ordered list of numbers such as 5, 14, 27, 44, 65, … is called a sequence. The numbers in a sequence that are separated by commas are the terms of the sequence. In the above sequence, 5 is the first term, 14 is the second term, 27 is the third term, 44 is the fourth term, and 65 is the fifth term. The three dots “…” indicate that the sequence continues beyond 65, which is the last written term. It is customary to use the subscript notation an to designate the nth term of a sequence. That is, a1 represents the first term of a sequence. a2 represents the second term of a sequence. a3 represents the third term of a sequence. . . . an represents the nth term of a sequence. In the sequence 2, 6, 12, 20, 30, …, π2 + π,… a1 = 2, a2 = 6, a3 = 12, a4 = 20, a5 = 30, and an = π2 + π When we examine a sequence, it is natural to ask: ο· ο· What is the next term? What formula or rule can be used to generate the terms? To answer these questions, we often construct a difference table, which shows the differences between successive terms of the sequence. The following table is a difference table for the sequence. The following table is a difference table for the sequence 2, 5, 8, 11, 14, … Sequence: 2 First differences: 5 3 8 3 11 3 … 14 3 … (1) Each of the numbers in row (1) of the table is the difference between the two closest numbers just above it (upper right number minus upper left number). The differences in row (1) are called the first differences of the sequence. In this case, the first differences are all the same. Thus, if we use the above difference table to predict the next number in the sequence, we predict that the next term is 17 since 14 + 3 = 17. This prediction might be wrong; however, the pattern shown by the first differences seems to indicate that each successive term is 3 larger than the preceding term. 47 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD The following table is a difference table for the sequences 5, 14, 27, 44, 65, … Sequence: 5 First differences: 14 9 Second differences: 27 13 4 44 17 4 … 65 … 21 (1) … 4 (2) In this table, the first differences are not all the same. In such a situation it is often helpful to compute the successive differences of the first differences. These are known in row (2). These differences of the first differences are called the second differences. The differences of the second differences are called the third differences. To predict the next term of a sequence, we often look for a pattern in a row of differences. For instance, in the following table, the second differences shown below are all the same constant, namely 4. If the pattern continues, then a 4 would also be the next second difference, and we can extend he table to the right as shown. Sequence: 5 First differences: 14 9 Second differences: 27 13 4 44 17 4 … 65 … 21 4 (1) 4 (2) Now we work upward. That is, we add 4 to the first difference 21 to produce the next first difference, 25. We then add this difference to the fifth term, 65, to predict that 90 is the next term in the sequence. This process can be repeated to predict additional terms of the sequence. Sequence: 5 First differences: 14 9 Second differences: 27 13 4 44 17 4 65 21 4 90 25 4 (1) (2) Example 1: Predict the Next Term of a Sequence Use a difference table to predict the next term in the sequence. 2, 7, 24, 59, 118, 207, … 48 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: Construct a difference table as shown below. Sequence: 2 First differences: 7 5 Second differences: Third differences: 24 17 12 59 35 18 6 118 59 24 6 207 89 30 6 332 125 36 6 (1) (2) (3) The third differences, shown in row (3), are all the same constant, 6. Extending row (3) so that it is includes an additional 6 enables us to predict that the next second difference will be 36. Adding 36 to the first difference, 89, gives us the next first difference, 125. Adding 125 to the sixth term, 207, yields 332. Using the method of extending the difference table, we predict that 332 is the next term in the sequence. Fibonacci Sequence Fibonacci’s rabbit problem in chapter 1 is not a realistic model of population growth of rabbits but is a very good example of a mathematical problem solved using patterns. It is interesting to note that this famous rabbit problem paved the way to the discovery of a phenomenal sequence of numbers known as the Fibonacci sequence. A sequence is an ordered list of numbers, separated by commas, are called the terms of the sequence. From our discussion in section 1.2, we Leonardo Pisano knew that the first six terms of the Fibonacci sequence are 1, 1, 2, 3, 5, 8. If we use the mathematician notation Fn to denote the nth term of the Fibonacci sequence, then, For the first month, n =1, F1 = 1. For the second month, n = 2, F2 = 1. For the third month, n =3, F3 = 2. For the fourth month, n = 4, F4 = 3. For the fifth month, n =5, F3 = 2. For the fourth month, n = 4, F4 = 3. The Fibonacci sequence then is the ordered list of numbers 1, 1, 2, 3, 5, 8, …, Fn, …where the three dots indicate that the sequence continues beyond 8 and Fn. How do we determine Fn, the nth term? Observe that, F2 = F1 F3 = F2 + F1 F4 = F3 + F2 F5 = F4 + F 3 F6 = F5 + F 4 From these patterns, we conjecture that Fn = Fn – 1 + Fn – 2, for n ≥ 3. Fibonacci discovered that a Fibonacci number can be found by adding its previous two Fibonacci numbers. 49 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD The Fibonacci Numbers F1 = 1, F2 = 1, and Fn = Fn – 1 + Fn – 2, for n ≥ 3. Example 2: Finding a Fibonacci Number. Use the definition of Fibonacci numbers to find the eight and tenth Fibonacci numbers. Solution: The eight Fibonacci number is the sum of the two previous Fibonacci numbers. Thus, F8 = F7 + F 6 = (F6 + F5) + F6 = (8 + 5) + 8 = 13 + 8 = 21 The tenth Fibonacci number is the sum of the two previous Fibonacci numbers in an ordered sequence. Thus, F10 = F9 + F8 = (F8 + F7) + F8 = (21 + 13) + 21 = 34 + 21 = 55 It is easy to find the nth Fibonacci number Fn if the two previous numbers, Fn-1 and Fn-2 are known. Suppose we want to find F20. Using the definition, it is tedious and time consuming to compute F19 and F18 to determine F20. Fortunately, Jacques Binet in 1543 was able to find a formula for the nth Fibonacci number: Binet’s Formula Fn = Jacques Binet 1 √5 1+√5 [( 2 π 1−√5 π ) −( 2 ) ] Example 3: Use Binet’s formula and a calculator to find the 20th and 50th Fibonacci number. Solution: F20 = 1 √5 1+√5 [( = 6,765 2 20 ) 1−√5 −( 2 20 ) ] F50 = 1 √5 1+√5 [( 2 50 ) 1−√5 50 −( 2 ) ] = 12, 586, 269, 020 50 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Pascal’s Triangle Another famous mathematician who loves patterns is Blaise Pascal (1623 – 1662). For hundreds of years, many mathematicians were intrigued with the Pascal’s triangle. The figure below illustrates the first seven rows of the Pascal’s triangle. As you can see, each row starts and ends with the number 1. Any other number x is the sum of the two numbers in the previous row closest to that number x. For instance, the number 15 in row 6 is the sum of numbers 5 and 10 closest to it in the previous row, row 0 row 1 row 2 row 3 row 4 row 5 row 6 Blaise Pascal In algebra, expanding (π₯ + π¦)3 = π₯ 3 + 3π₯ 2 π¦ + 3π₯π¦ 2 + π¦ 3 is just a simple special product process. But expanding (π₯ + π¦)6 can be tedious. Amazingly, note that the numerical coefficients of the expansion of (π₯ + π¦)3 = π₯ 3 + 3π₯ 2 π¦ + 3π₯π¦ 2 + π¦ 3 are the entries of row 3 of the Pascal’s triangle, i.e., 1, 3, 3, 1. Moreover, take note that the exponents of x in the expansion starts with 3 and decreasing in the succeeding terms while the exponents of y starts with 0 and increasing in the remaining terms. Now, we expand (π₯ + π¦)6 using the entries in row 6 (1, 6, 15, 20, 15, 6, 1) of the Pascal’s triangle. The result is given below. (π₯ + π¦)6 = π₯ 6 + 6π₯ 5 π¦ + 15π₯ 4 π¦ 2 + 20π₯ 3 π¦ 3 + 15π₯ 2 π¦ 4 + 6π₯π¦ 5 + π¦ 6 Can you try expanding (π₯ − π¦)7 ? Suppose you add the horizontal entries in the rows of the Pascal’s triangle except row 0. What pattern do you observe in these sums? Can you predict the sum of the sum of the entries in row 10? Row 1 2 3 4 5 6 10 Sum 2 4 8 16 32 64 ? 51 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Another amazing discovery in Pascal’s triangle is that when you get the sum of the numbers using lines as shown in the next figure, the Fibonacci sequence appears. The first seven Fibonacci numbers 1, 1, 2, 3, 5, 8, 13 show up. Website Application Another equally famous problem involving patterns is the Tower of Hanoi, invented by Edouard Lucas in 1883. The Tower of Hanoi is a puzzle consisting of three pegs and a number of disks of distinct diameters piled as shown in the figure below. The puzzle requires that all the disks be moved from the first peg to the third peg such that the largest disk is on the bottom, the next largest disk is placed on top of the largest disk and so on and that only one disk be moved at a time. All pegs may be used. Determine the minimum number of moves required to transfer the disks from the first peg to the third peg for each of the following situations. Visit the website https://www.mathisfun.com/games/towerofhanoi.html for a nice simulation of the puzzle. 52 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 4.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ A. Use a difference table to predict the next term in the sequence. 1. 1, 14, 51, 124, 245, 426, ? 2. – 2, 2, 12, 28, 50, 78, ? 3. – 4, – 1, 14, 47, 104, 191, 314, ? 4. 5, 6, 3, – 4, – 15, – 30, – 49, ? 5. 2, 0, – 18, – 64, – 150, – 288, –490, ? B. Use the given nth term formula to compute the first six terms of the sequence. 1. ππ = 2−π 2. ππ = (−1)π+1 π2 3. ππ = π2 −1 π π 4. ππ = π+1 5. ππ = (−1)(π2 − π + 7) C. Expand the following algebraic expressions using Pascal’s triangle. 1. (x + y)5 2. (x – 2y)4 3. (x + y)8 4. (3x + 2y)4 5. (2x2 – y3)5 D. Determine the minimum number of moves required to transfer all of the disks to another peg for each of the following situations. 1. You start with four disks. 2. You start with five disks. 3. You start with six disks. 4. You start with seven disks. 5. You start with eight disks. 53 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 4.3 Polya’s Problem-Solving Strategy One of the recent mathematician who outlined a strategy for solving problems form virtually any discipline is George Polya (18871985). In his book, How to Solve It, he writes, “A great discovery solves a great problem but there is a grain of discovery in the solution of any problem. Your problem may be modest; but if it challenges your curiosity and brings into play your incentive faculties, and if you solve it by your own means, you may experience the tension and enjoy the triumph of discovery.” Because of his ideas, he is considered the father of problemsolving among mathematicians. The following four-step strategy is named after him: George Polya Polya’s Four-Step Problem-Solving Strategy 1. 2. 3. 4. Understand the problem Devise a plan Carry out the plan Review the solution Understand the Problem This part of problem-solving is sometimes, if not always, neglected. In order to solve a problem, one must first know what is being asked, and what information or data can be extracted from what is given. Furthermore, one must see to it that he or she can state the problem in his or her own words. Devise a Plan For this step, one must think of strategies to solve the problem. Some of these strategies include organizing the given information using a list, table or chart; drawing a diagram; working out the problem backwards; looking for a pattern; trying to solve a similar but simpler problem; writing an equation; or simply guessing at a possible solution and then later checking if the result is valid. Carry Out the Plan Carrying out a plan to solve the problem is basically implementing the strategy chosen in the second step until the problem is solved or until a new course of action is suggested. One may get ideas from others in deciding the best strategy to make sure that the best solution is employed. Review the Solution Questions like “Is your answer reasonable?” is important in checking the veracity of the answer to the problem. For example, if one is looking for the dimensions of a rectangular box of 54 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD least cost and his or her answer yields a negative length, he or she can automatically say that there must be something wrong with the solution because there is no such box with negative dimensions. Example 1: Apply Polya’s strategy in solving the following problem. The GSW basketball team won three out of their last six games. In how many different orders could they have attained three wins and three losses in six games? Solution: Understand the Problem. There are many different ways. GSW may have won three straight wins and three losses (WWWLLL), or maybe they lost in the first three games and won in the last three games (LLLWWW). Likewise, there are other several orders. Devise a Plan. One can organize a list of all possibilities making sure that no entry will be duplicated. Carry Out the Plan. Three Ws must be presented in every entry without duplication The strategy is to start the list with three consecutive wins. Next in the list are all the entries starting with two consecutive wins, then next in the list are all the entries starting with a single win. Following this pattern, consider starting with three consecutive losses and so on. Here are the different orders: 1. 2. 3. 4. 5. 6. 7. 8. WWWLLL WWLWLL WWLLWL WWLLLW WLLLWW WLLWLW WLWWLL WLWLWL 9. LLLWWW 10. LLWLWW 11. LLWWLW 12. LLWWWL 13. LWWWLL 14. LWWLWL 15. LWLLWW 16. LWLWLW Review the Solution. The list is organized and has no duplicates, so there are sixteen (16) different orders in which a basketball team can win exactly three out of six games. Example 2: Solving a tour problem. An agency charged Php 15,000.00 for a 3-day and 2-night tour in Macau and Php 20,000.00 for the same tour with a side trip in Hong Kong. Ten persons joined the trip, which enable them to collect Php 170,000.00. How many tourists made a side trip to Hong Kong? Solution: Understand the Problem. There are two types of tourists in the situation given. Some purely stayed in Macau while others made a side trip to Hong Kong. From the total collection, how much 55 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD was the amount collected from those who made side trips to Hing Kong. It is needed to know how many were bound in Macau and who made a side trip to Hong Kong. Devise a Plan. Use x and y to represent the two types of tourists. Define these variables. Let x = number of tourists bound in Macau alone y = number of tourists bound in Macau but who made a side trip to Hong Kong. Hence, we have the following algebraic equations: 15,000x = amount collected from the tourists bound in Macau alone 20,000y = amount collected from the tourists bound in Macau but who made a side trip to Hong Kong. Carry Our the Plan. Write the equations and solve using the elimination method to the system of equations. Equations: x + y = 10 15,000x + 20,000y = 170,000 (1) (2) To find the number of tourists bound in Macau but who made a side trip in Hong Kong, we solve for y. To do this, we use elimination by substitution. a. Solve for y in (1) x + y = 10 y = 10 – x (3) b. Substitute y = 10 – x in equation (2) 15,000x + 20,000(10 – x) = 170,000 15,000x + 200,000 – 20,000x = 170,000 - 5,000x = 170,000 – 200,000 - 5,000x = - 30,000 x= −30,000 −5,000 x=6 Substituting x = 6 in equation (3), y = 10 – x = 10 – 6 = 4. Therefore, four tourists made a side trip to Hong Kong. Review the Solution. Since there are a total of 10 tourists, six of them only stayed in Macau while four made a side trip to Hong Kong. Now, 15,000(6,000) + 20,000(4) = 170,000. This satisfies the condition that the total amount collected for the whole trip is Php 170,000.00. 56 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Example 3 In consecutive turns of a Monopoly game, Stacy first paid £800 for a hotel. She then lost half her money when she landed on Boardwalk. Next, she collected £200 for passing GO. She then lost half for remaining money when she landed on Illinois Avenue. Stacy now has £2,500. How much did she have just before she purchased the hotel? Solution: Understand the Problem. We need to determine the number of euro that Stacy had just prior to her £800 hotel purchase. Devise a Plan. We could guess and check, but we might need to make several guesses before we found the correct solution. An algebraic method might work, but setting up the necessary equation could be a challenge. Since we know the result, let’s try the method of working backwards. Carry Out the Plan. Stacy must have had £5,000 just before she landed on Illinois Avenue; £4,800 just before she passed GO; and £9,600 prior to landing on Boardwalk. This means she had £10,400 just before she purchased the hotel. Review the Solution. To check our solution, we start with £10,400 and proceed through each of the transactions. £10,400 less £800 is £9,600. Half of £9,600 is £4,800. £4,800 increased by £200 is £5,000. Half of £5,000 is £2,500. 57 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 4.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ A. Apply the Polya’s Problem Solving Strategy by identifying your own problem and life. ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ B. Apply Polya’s Problem Solving Strategy (Guess and Check) 1. A baseball team won two out of their last four games. In how many different orders could they have two wins and two losses in four games? 2. Determine the digit 100 places to the right of the decimal point in the decimal 7 representation . 27 3. The product of the ages, in years, of three teenagers is 4590. None of the teens are the same age. What are the ages of the teenagers? 4. A hat and a jacket together cost Pnp 100.00. The jacket costs Php 90.00 more than the hat. What are the cost of the hat and the cost of the jacket? 58 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 5: THE MATHEMATICS OF FINANCE οΆ Learning Objectives At the end of this chapter, the student is expected to: ο· Differentiate simple and compound interest; ο· Define credit cards, stocks, bonds, and mutual funds; ο· Solve problems involving simple and compound interest; and ο· Display perseverance and patience in dealing with problems associated with mathematics of finance. Introduction Everybody uses money. Sometimes you work for your money and other times your money works for you. For example, unless you are attending college on a full scholarship, it is very likely that you and your family have either saved money or borrowed money, or both, to pay for your education. When we borrow money, we normally have to pay interest for that privilege. When we save money, for a future purchase or retirement, we are lending money to a financial institution and we expect to earn interest on our investment. We will develop the mathematics in this chapter to understand better the principles of borrowing and saving. These ideas will then be used to compare different financial opportunities and make informed decisions 5.1Simple Interest and Compound Interest In the business world, an investor who places capital in a productive enterprise expects not only the eventual return of his capital but also additional payment. An individual who lends his capital expects the debtor to pay back not only the money originally borrowed but also an additional amount. This additional payment or amount is called interest. The interest is the compensation that a borrower of capital pays to a lender for its use. It can be viewed as a form of rent that the borrower pays to the lender to compensate for the loss of opportunity to use the capital to other productive financial transaction. Therefore, interest is the fee paid for borrowed money. We receive interest when we let others use our money (for example, by depositing money in a savings account or making a loan). We pay interest when we use other people’s money (such as when borrow from a bank or a friend). 5.1.1 Simple Interest It is an interest that is calculated on the balance owned but not on previous interest or in other words if interest is computed on the original principal during the whole life of the investment, the interest due at the end of the time is called simple interest. It is computed entirely on the original principal (P), multiplied by the rate of interest (r), and the time (t). This leads to simple interest formula. Simple Interest Formula: πΌ = πππ‘ πΌ π‘ = ππ πΌ π = ππ‘ πΌ π = ππ‘ Downloaded by fjdh fjdh (fjdh49134@gmail.com) 59 | P a g e lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD where I = amount of interest P = principal r = rate per period of time t = time between the date of loan is made and the date it matures Definitions of Basic Terms ο§ ο§ ο§ ο§ ο§ Principal (P) – It is the original amount borrowed. Rate of Interest (r) – It is the percent that the borrower pays for the use of the money commonly expressed as annual interest rate. Time (t) – It is the length of time usually expressed in years. Maturity Date or Due Date – It is the date on which the loan is to be repaid. Maturity Value (M) – It is the total amount the borrower would need to pay back. Examples: 1. Natasha invests P250,000 in a building society account. At the end of the year her account is credited with 2% interest. How much interest had her P250,000 earned in the year? Solution: P = P250,000 r = 2% or 0.02 t = 1 year πΌ = πππ‘ = (250,000)(0.02)(1) = π5,000 2. A business borrowed 10 million pesos from the bank. If he agrees to pay an 8% annual rate of interest, calculate the amount of interest in (a) 5 years, (b) 10 years, and (c) 15 years. Solution: P = P10,000,000 r = 8% a. For t = 5 years πΌ = πππ‘ = (10,000,000)(0.08)(5) = π4,000,000.00 b. For t = 10 years πΌ = πππ‘ = (10,000,000)(0.08)(10) = π8,000,000.00 Downloaded by fjdh fjdh (fjdh49134@gmail.com) 60 | P a g e lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD c. For t = 15 years πΌ = πππ‘ = (10,000,000)(0.08)(15) = π12,000,000.00 Two methods for converting time from days to years a. Exact Method ππ’ππππ ππ πππ¦π 365 b. Ordinary Method (mostly used by businessmen) π‘= π‘= ππ’ππππ ππ πππ¦π 360 3. Compute the simple interest of a loan amounting to P50,000.00 payable in 6 months if the interest rate is 3.5%. Solution: P = P50,000.00 r = 3.5% t = 6 months πΌ = πππ‘ 6 ) 12 = π 875.00 ππ π ππ₯ ππππ‘βπ = (50,000)(0.035)( 4. Mr. Flores plans to buy a Sala set from Department Store which cost P12,000.00. The loan charges P1, 800.00 interest in 6 months. Find the simple interest rate. Solution: P = P 12,000.00 I = P 1,800.00 t = 6 months π= πΌ ππ‘ = 1,800.00 = 0.3(100%) = 30% 6 (12,000)(12) 5. Ryan borrowed P750,000 from a bank to buy a car at 10% interest rate and earned P30,000 interest while clearing the loan, find the time for which the loan was given. Solution: P = P 750,000 r = 10% I = P 30,000 π‘= = πΌ ππ 30,000 ( 750,000)(0.01) = 4 π¦ππππ 61 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Year Table Day – of – the – Year – Table Day of Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec the Month 1 1 32 60 91 121 152 182 213 244 274 305 335 2 2 33 61 92 122 153 183 214 245 275 306 336 3 3 34 62 93 123 154 184 215 246 276 307 337 4 4 35 63 94 124 155 185 216 247 277 308 338 5 5 36 64 95 125 156 186 217 248 278 309 339 6 6 37 65 96 126 157 187 218 249 279 310 340 7 7 38 66 97 127 158 188 219 250 280 311 341 8 8 39 67 97 128 159 189 220 251 281 312 342 9 9 40 68 99 129 160 190 221 252 282 313 343 10 10 41 69 100 130 161 191 222 253 283 314 344 11 11 42 70 101 131 162 192 223 254 284 315 345 12 12 43 71 102 132 163 193 224 255 285 316 346 13 13 44 72 103 133 164 194 225 256 286 317 347 14 14 45 73 104 134 165 195 226 257 287 318 348 15 15 46 74 105 135 166 196 227 258 288 319 349 16 16 47 75 106 136 167 197 228 259 289 320 350 17 17 48 76 107 137 168 197 229 260 290 321 351 18 18 49 77 108 138 169 199 230 261 291 322 352 19 19 50 78 109 139 170 200 231 262 292 323 353 20 20 51 79 110 140 171 201 232 263 293 324 354 21 21 52 80 111 141 172 202 233 264 294 325 355 22 22 53 81 112 142 173 203 234 265 295 326 356 23 23 54 82 113 143 174 204 235 266 296 327 357 24 24 55 83 114 144 175 205 236 267 297 328 358 25 25 56 84 115 145 176 206 237 268 298 329 359 26 26 57 85 116 146 177 207 2382 269 299 330 360 27 27 58 86 117 147 178 208 239 270 300 331 361 28 28 59 87 118 148 179 209 240 271 301 332 362 29 29 --88 119 149 180 210 241 272 302 333 363 30 30 89 120 150 181 211 242 273 303 334 364 31 31 90 151 212 243 304 365 According to Richard Aufmann, the day of the year table can be used to determine the number of days from one date to another date. For instance, because June 30 is day 181 on the table and November 11 is day 315, meaning there are 315 – 181 = 134 days from June 30 to November 11. The table can also be used to determine the due date of a loan. For instance, an 85 – day loan made on march 15, which is day 74 is due on day 74 + 85 = day 159 which is June 8. 62 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Example: 1. Calculate the simple interest due on a P20,600.00 loan made on February 8 and repaid on December 8 of the same year. The interest rate is 7%. Solution: February 8 is day 39 and December 8 is day 342. 342 – 39 = 303 days (term of the loan) πΌ = πππ‘ = (20,600)(0.07)( = π1,213.68 303 ) 360 63 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 5.1.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Mrs. Rodriguez wants to purchase a washing machine listed at P25,000.00 cash and P25,950.00 if paid at an instalment basis of 4 months. What is the rate of interest? 2. An interest of P850.00 was earned in 5 months on an investment at 10%. How much was invested? 3. What principal will accumulate to P215,000.00 in 3 years at 12% simple interest? 4. A bank issued a 6-year loan of P500,000.00 with a simple interest of 7% to an employee. Determine the interest which the employee must pay. 5. A cash of P250,000 is deposited to an account paying at 5% simple interest. How much is the account after five years? 6. Find the interest on a loan of P65,000.00 at 12% interest which will be paid after 6 months. 7. A P10,000.00 savings account earned P1,400.00 interest in 3 years. What was the rate of interest given? 8. Find the number of days from March 15 to September 15 of the same year and calculate the simple interest due on a P35,800.00 loan made with an interest rate of 1.5%. 9. Calculate the simple interest due on a P25,400.00 loan made on June 30 and repaid on February 25 of the following year with 1.65% given interest rate. 10. Find the due date on a 60-day loan made on November 11. 64 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 5.1.2 Maturity Value It is the total amount the borrower would need to pay back and is usually denoted by M. To find the maturity value, we simply add interest to the principal. Maturity Value M=P+I M = Maturity Value P = Principal I = amount of interest Examples: 1. Calculate the maturity value of a P10,000.00 loan with 8% interest rate (a) in 5 years and (b) in 8 months. Solution: P = P10,000.00 r = 8% a. In 5 years Find I: πΌ = πππ‘ = (10,000)(0.08)(5) = π4,000.00 Find M: π=π+πΌ = 10,000 + 4,000 = π14,000.00 b. In 8 months Find I: πΌ = πππ‘ = (10,000)(0.08)( = π533.33 Find M: 8 ) 12 π=π+πΌ = 10,000 + 533.33 = π10,533.33 Downloaded by fjdh fjdh (fjdh49134@gmail.com) 65 | P a g e lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD We can also make use of other formula in computing for the maturity value. This can be done by substituting Prt for I (interest). M = P + I = P + Prt = P(1 + rt) 2. Calculate the maturity value of a simple interest, 9 months loan of P15,300. The interest rate is 8%. Solution: P = P15,300.00 r = 8% t = 9 months π = π(1 + ππ‘) 9 )] 12 = 15,300(1 + 0.0675) = 15,300 [1 + (0.08) ( = 15,300(1.0675) = π16,332.74 3. The maturity value of a 4-month loan of P5,000.00 is P5075.00. What is the simple interest rate? Solution: P = P5,000.00 M = P5,075.00 t = 4 months Find I: πΌ = π−π = 5,075 − 5,000 = 75 Find r: π= = πΌ ππ‘ 75 4 (5,000)(12) 75 1,666.67 = 0.045(100%) = 4.5% = 66 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 5.1.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Calculate the maturity value of a simple interest, a 10-month loan of P20,000.00 if the interest rate is 3.75%. 2. A credit union has issued a 6-month loan of P10,500.00 at a simple interest rate of 2.5%. What amount will be repaid at the end of six months. 3. An employee applied a P50,000.00 loan from the bank. If she agrees to pay the loan in 6 months with a simple interest rate of 1.25% per month. How much should he repay the bank? 4. P45,000.00 is borrowed for 90 days at a 5% interest rate. Calculate the maturity value by the exact method and by the ordinary method. 5. Joshua borrowed P4,895.00 from his employer. He promised to repay him in 60 days with an interest of 10%. How much will he pay using the exact interest? 67 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 5.1.3 Compound Interest Compounding is the concept that any amount earned on an investment can be reinvested to create additional earnings that would not be realized based on the original principal, or original balance, alone The interest on the original balance alone would be called simple interest. The additional earnings plus simple interest would be equal to the total amount earned from compound interest. In other words, an investment earns compound interest when the interest from each time period is added to the principal. And the earns interest in the following time periods. As the principal grows, the rate at which you earn interest grows as well, because you are earing “interest on interest”. Compounding makes a significant difference in the final value of an investment. Compounding increases the amount you earn when investing, but increase the costs when you borrow money. The compound interest formula calculates the amount of interest earned on an account or investment where the amount earned is reinvested. By reinvesting the amount earned, an investment will earn money based on the effect of compounding. Examples: 1. Jonathan deposits P5,000.00 in a savings account earning 2% interest compounded annually. Solution: Compounded annually means that the interest will be calculated once a year. πΌ = πππ‘ = (5,000)(0.02)(1) = π100.00 At the end of one year, his money on bank will be π = π + πΌ = 5,000 + 100 = π5100.00 During its second year, πΌ = πππ‘ = (5,100)(0.02)(1) = π102.00 At the end of the second year, the total amount in the account is π = π + πΌ = 5,100 + 102 = π5,202.00 the interest earned during the third year is calculated using the amount in the account at the end of the second year (P5,202.00) πΌ = πππ‘ = (5,202)(0.02)(1) = π104.04 68 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Notice that the interest earned every year increases. This is what compound interest is all about. However, compound interest is not only limited to annually, we also have semiannually or twice a year, quarterly or four times a year, monthly or even daily. We call this frequency as compounding period. For instance, in our example number 1, if the interest is compounded semiannually, meaning the first interest payment occurs after 6 months and the earned interest is added to the account. Interest earned after six months: 6 ) = π50.00 12 π = π + πΌ = 5,000 + 50 = π5,050.00 πΌ = πππ‘ = (5,000)(0.02) ( Interest earned after second six months: 6 ) = π50.50 12 π = π + πΌ = 5,050 + 50.50 = π5,100.50 πΌ = πππ‘ = (5,050)(0.02) ( The total amount in the account at the end of the first year is P5,100.50 which is called compound amount. Maturity value formula of π = π(1 + ππ‘) can also be used to calculate M at the end of six months. 2. Mr. Agoncillo deposited P16,400.00 in an account earning 3% interest, compounded quarterly. How much is in the account at the end of 1 year. Solution: a. First Quarter π = π(1 + ππ‘) = 16,400 [1 + (0.03) ( 3 )] 12 = π16,523.00 (end of the 1st quarter) b. Second Quarter π = π(1 + ππ‘) 3 )] 12 = π16,646.92 (end of the 2nd quarter) = 16,523 [1 + (0.03) ( Downloaded by fjdh fjdh (fjdh49134@gmail.com) 69 | P a g e lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD c. Third Quarter π = π(1 + ππ‘) = 16,646.92 [1 + (0.03) ( 3 )] 12 = π16,771.77 (end of the 3rd quarter) d. Fourth Quarter π = π(1 + ππ‘) = 16,771.77 [1 + (0.03) ( 3 )] 12 = π16,897.56 (end of the 4th quarter) The total amount in the account at the end of 1 year is P16,897.56 known as the compound amount. Compound Amount Formula π ππ‘ π = π (1 + ) π where: M = compound amount P = amount of money deposited r = interest rate n = number of compounding periods per year t = the number of years Examples: 1. Mr. Misa deposited P15,000.00 in an account earning 5% interest, compounded quarterly, for a period of 2 years. Solution: P = P15,000.00 r = 5% or 0.05 n = 4 t=2 π ππ‘ π = π (1 + ) π 70 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD = 15,000 (1 + 0.05 (4)(2) ) 4 = π16,567.29 (compound amount after 2 years) 2. Calculate the future value of P7,500 earning 9% interest, compounded daily, for 3 years. Solution: P = P7,500.00 r = 9% or 0.09 n = 360 t=3 π ππ‘ π = π (1 + ) π 0.09 (360)(3) ) = 7,500 (1 + 360 = π 9,824.40 (the future value after 3 years) 3. How much interest is earned in 4 years on P8,000.00 deposited in an account paying 6% interest, compounded semiannually. Solution: P = P8,000.00 r = 6% or 0.06 n = 2 t=4 Find M: π ππ‘ π = π (1 + ) π 0.06 (2)(4) ) = 8,000 (1 + 2 Find I: = π10,134.16 (compound amount) πΌ = π−π = 10,134.16 − 8,000 = π2,134.16 (earned interest in 4 years) 71 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 5.1.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Find the compound amount of P35,000.00 compounded semiannually for 3 years at 15% interest rate. 2. Tom deposits P2,000.00 into an account with an interest rate of 2.5% that is compounded quarterly. Rounding to the nearest peso, what is the balance in Tom’s account after 5 years. 3. An engineer deposited P18,000.00 in a savings account at 8% interest rate. If the interest is compounded monthly, what will be the amount of the deposit at the end of three years. 4. Accumulate P5,600.00 for 3 years at 5.5% compounded semiannually. 5. How much money should be invested in an account that earns 6% interest, compounded semiannually in order to have P25,500.00 in 33 years. Use the formula below to find the present value which was derived from the compound amount formula for P. π π= π ππ‘ (1 + π) 72 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 5.2 Credit Cards and Consumer Loans Credit Card A credit card is a payment card issued to users (cardholders) to enable the cardholder to pay a merchant for good and services based on the cardholder’s promise to the card issuer to pay them for the amounts so paid plus the other agreed charges. The card issuer (usually a bank) creates a revolving account and grants a line of credit to the cardholder, from which the cardholder can borrow money for payment to a merchant or as a cash advance. In other words, credit cards combine payment services with extensions of credit. Complex fee structures in the credit card industry may limit costumers’ ability to comparison shop, helping to ensure that the industry is not price-competitive and helping to maximize industry profits. Due to concerns about this, many legislatures have regulated credit card fees. Credit cards are best suited for financing extending over a shorter time period. Remember that it does not give you more money, rather it enables you to have higher purchasing power in your everyday life. And so it is important to be aware of the price of having a credit card. Similar to all the services and products you use, you should be aware of the terms and prices. Remember that it is expensive to postpone payments. Also keep in mind that the sooner you pay, the least interest you pay. As long as you make your payments on time, there are no accruing interests. Many credit cards charge annual fees but also come with interest-free grace periods, balance transfers and rewards. Usually credit card companies issue monthly bills. If the bill is paid in full before its due date no charges is added otherwise interest charges will start to accrue. The most common method of determining finance charges is the average daily balance method π΄π£πππππ πππππ¦ πππππππ = Examples: π π’π ππ π‘βπ π‘ππ‘ππ ππππ’ππ‘ ππ€ππ πππβ πππ¦ ππ π‘βπ ππππ‘β ππ’ππππ ππ πππ¦π ππ π‘βπ πππππππ ππππππ 1. An unpaid bill for P2,500.00 had a due date of January 15. A purchase of P1,650.00 was made on January 18 and P560.00 was charge on January 27. A payment of P2,000.00 was made on January 20. The next billing date is February 15. The interest on the average daily balance is 1.25% per month. Find the finance charge on the February 15 bill. Solution: Prepare first a table showing this information Date Jan 15 – Jan 17 Jan 18 – Jan 19 Jan 20 – Jan 26 Payments or Purchases Balance each day 2,500 No. of days unit balance changes 3 Unpaid balance times no. of days 7,500 1,650 4,150 2 8,300 -2,000.00 2,150 7 15,050 73 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Jan 27 – Feb 14 Total 560 2,750 19 51,490 P82,340.00 π΄π£πππππ πππππ¦ πππππππ = π π’π ππ π‘βπ π‘ππ‘ππ ππππ’ππ‘ ππ€ππ πππβ πππ¦ ππ π‘βπ ππππ‘β ππ’ππππ ππ πππ¦π ππ π‘βπ πππππππ ππππππ 82,340.00 π΄π£πππππ πππππ¦ πππππππ = 31 = P2,656.13 Use the day of the year table to identify the number of days in the billing period. Finding the finance charge on the February 15 bill πΌ = πππ‘ = (2,656.13)(0.0125)(1) = π33.20 2. An unpaid bill P4,585.00 had a due date of March 2. A purchase of P15,000.00 was made on March 8 and another was on March amounting to P3,200.00. An P875.00 was charge on March 21. A payment of P10,000.00 was made on March 15. The interest on the average daily balance is 2.3% per month. Find the finance charge on the April 2 bill. Solution: Prepare a table that shows the given data from the cited problem. Date March 2 – March 7 March 8 – March 9 March 10 – March 14 March 15 – March 20 March 21 – April 2 Total Payments or Purchases Balance each day 4,585 No. of days unit balance changes 6 Unpaid balance times no. of days 27,510 15,000 19,585 2 39,170 3,200 22,785 5 113,925 -10,000 12,785 6 76,710 875 13,660 13 177,580 P434,895.00 π΄π£πππππ πππππ¦ πππππππ = π΄π£πππππ πππππ¦ πππππππ = π π’π ππ π‘βπ π‘ππ‘ππ ππππ’ππ‘ ππ€ππ πππβ πππ¦ ππ π‘βπ ππππ‘β ππ’ππππ ππ πππ¦π ππ π‘βπ πππππππ ππππππ 434,895.00 31 = P14,028.87 74 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Use the day of the year table to identify the number of days in the billing period. Finding the finance charge on the April 2 bill πΌ = πππ‘ = (14,028.87)(0.0235)(1) = π329.68 Annual Percentage Rate (APR) A credit card’s interest rate is the price you pay for borrowing money. For credit cards, the interest rates are typically stated as a yearly rate. This is called the annual percentage rate (APR). On most cards, you can avoid paying interest on purchases if you pay your balance in full each month by the due date. Annual percentage rate is the annualized interest rate on a loan or investment which doesn’t account for the effect of compounding. It is the annualized form of the periodic rate which when applied to a loan or investment balance gives the interest expense or income for the period. In most cases, it is the interest rate quoted by banks and other financial intermediaries on various products like loans, mortgages, credit cards, deposits, etc. It is also called the nominal annual interest rate or simple interest rate. This APR was covered by the Republic Act No. 3765 otherwise known as the “Truth in Lending Act”. It is an act requiring the disclosure of finance charges in connection with the extension of credit. The policy behind the law is to protect the people from lack of awareness of the true cost of credit by assuring full disclosure of such cost with a view of preventing the uninformed use of credit to the detriment of the national economy. The law covers any creditor, which is defined as any person engaged in the business of extending credit (including any person who as a regular business practice make loans or sells or rents property or services on a time, credit, or instalment basis, either as principal or as agent) who requires as an incident to the extension of credit, the payment of a finance charge. A finance charge includes interest, fees, service charges, discounts, and such other charges incident to the extension of credit as may be prescribed by the Monetary Board of the Bangko Sentral ng Pilipinas through regulations. This formula can be used to estimate the annual percentage rate (APR) on a simple interest rate instalment loan. 2ππ π΄ππ = π+1 where: n = number of payments r = simple interest rate Examples: 1. An investors borrowed P35,000.00 from a bank that advertises a 12% simple interest rate. He agrees to a 5 monthly instalment. 75 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD a. Calculate its monthly payment Solution: P = P35,000.00 r = 12% or 0.12 πΌ = πππ‘ = (35,000)(0.12) ( t = 5 months or 5/12 5 ) = π1,750.00 12 π = π + πΌ = 35,000 + 1750 = π36,750.00 π΄ππππππ π·ππππππ = 36,750 = π7,350.00 5 Solving for the interest on the first month 1 πΌ = πππ‘ = (35,000)(0.12) ( ) = π350.00 12 Solving for the interest on the second month 1 πΌ = πππ‘ = (28,000)(0.12) ( ) = π280.00 12 Solving for the interest on the third month 1 πΌ = πππ‘ = (20,930)(0.12) ( ) = π209.30 12 Principal – 7,000 = 28,000 7,350 – 280 = 7,070 28,000 – 7,070 = 20,930 7,350 – 209.30 = 7,140.70 Solving for the interest on the fourth month 1 πΌ = πππ‘ = (13,789.30)(0.12) ( ) = π137.89 20,930 – 7,140.70 = 13,789.30 12 7,350 – 137.89 = 7,212.11 Solving for the interest on the fifth month 1 πΌ = πππ‘ = (6,577.19)(0.12) ( ) = π65.77 13,789 – 7,212.11 = 6,577.19 12 First Payment: P7,000.00; Second Payment: P7,070.00; Third Payment: P7,140.70; Fourth Payment: P7,212.11; and Fifth Payment: P6,577.19 These shows that each month the amount you owe is decreasing and not by a constant amount. Republic Act No. 3765 tells us that the interest rate for a loan be calculated only on the amount owed at a particular time, not on the original amount borrowed. b. Compute for the APR n=5 2ππ π΄ππ = π+π = r = 12% or 0.12 2(5)(0.12) 5+1 = 0.2 or 20% 76 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD The annual percentage are on the loan is approximately 20%. Recall that the simple interest rate was 12% much less than the actual rate. The Truth in Lending act provides the consumer with a standard interest rate, APR, so that it iss possible to compare loans. The 12% simple interest loan described in problem no.1 is equivalent to an APR loan of about 20%. 2. A manager bought a brand new car amounting to P750,000.00 He gave a downpayment of 25% and the balance was agreed to be paid in 18 equal monthly instalments. The finance charge on the balance was given at 12% simple interest. a. Calculate for the finance charge. b. Calculate the annual percentage rate in tow decimal places. Solution: a. Solving for the finance charge Downpayment = 25% of 750,000 = 0.25(750,000) = P187,500.00 Amount Finance = 750,000 – 187,500 = P562,500.00 Interest Owed = finance rate x amount financed = 0.12(562,500) = P67,500.00 (is the finance charge) b. Solving for the annual percentage rate (APR) n = 18 r = 0.12 2ππ π΄ππ = π+π = 2(18)(0.12) 18+1 = 0.227369 or 22.74% Consumer Loans A consumer loan is when a person borrows money from a lender, either unsecured or secured. There are several types of consumer loans and some of the most popular ones include mortgages, refinances, home equity lines of credit, credit cards, auto loans, student loans, and personal loans. A consumer loan is a good alternative to a credit card if you want predictability with your monthly expenses. A consume loan provides a set plan for your monthly down payments which gives many a sense of security. You can arrive back from a vacation paid with a consumer loans and not expect any surprises. You will simply start paying back a pre decided amount each month. It is also called as consumer credit or consumer lending. 77 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD The payment amount for these loans is given by the following formula Payment Formula for an APR Loan πππ = π΄ [ where: π π π −ππ‘ 1 − (1 + π) ] PMT = is the payment A = is the loan amount r = is the annual interest rate n = is the amount of payments per year t = is the number of years Example: 1. A certain computer company is offering an 8% annual interest rate for 2 years on all their computer gadget products. Joshua Emmanuel, a computer technician, decided to buy one set of computer unit for P45,000.00. Find his monthly payment. Solution: r = 8% or 0.08 n =12 t = 2 years πππ = π΄ [ π π π −ππ‘ 1 − (1 + π) ] 0.08 12 ] = 45,000 [ 0.08 −(12)(2) 1 − (1 + ) 12 = π2,035.23 (monthly payment) Calculate APR on Payday Loans To calculate the APR on a short-term payday loan: 1. 2. 3. 4. Divide the finance charge by the loan amount. Multiply the result by 365. Divide the result by the term of the loan. Multiply the result by 100. Example: 1. You get a payday loan for P500.00, and you pay a fee of P50.00. The loan must be repaid within 14 days. What is the APR? 78 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: 50 ) 365 500 50 ) 365 ( ] 100% πΌ = [ 500 14 πΌ=( πΌ=( πΌ=( 36.50 ) 100% 14 36.50 ) 100% 14 πΌ = 260.71% Calculating Loan Payoffs Loan payoffs is a complete repayment of a loan (principal plus interest), full discharge of an obligation, or the return from a deal, decision or investment. Your payoff amount is how much you will actually have to pay to satisfy the terms of your mortgage loan an completely pay off your debt. Your payoff amount also includes the payment of any interest you owe through the day you intend to pay off your loan. APR Loan Payoff Formula The payoff amount for a loan based on APR is given by where: π −π 1 − (1 + π) ] π΄ = πππ [ π π A = is the loan payoff PMT = is the payment r = is the annual interest rate n = is the number of payments per year U = is the number of remaining (or unpaid) balance Example: 1. A lady wants to pay off the loan in 32 months. Her monthly obligation is P850.00 on a 3year loan with an annual percentage rate of 7.5%. Find the payoff amount. Solution: PMT = P850.00 r = 7.5% or 0.075 n = 12 U = 4 months 79 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD π −π 1 − (1 + π) ] π΄ = πππ [ π π 0.75 −4 1 − (1 + 12 ) ] = 850 [ 0.75 12 = π3,347.53 (is the loan payoff) 80 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 5.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. A bill for P65,200.00 was due on August 2. Purchases of P3,800.00 were made on August 8 and P1,800.00 was charged on August 23. A payment of P2,500.00 was made on August 16. The interest on the average daily balance is 2.1% per month. Find the finance charge on the September 2 bill. 2. Mrs. Guanzon bought a gold necklace amounting to P15,000.00. A 10% was given as a required down payment and the balance is to be paid in 12 equal monthly instalments. The finance charge on the balance is 5% simple interest. a. Solve for the finance charge. b. Calculate the annual percentage rate in a tenths place. 3. A doctor purchased a second-hand vehicle from his bestfriend’s show room for P175,000.00. He was given a 20% annual interest rate for 2 years. Find his monthly payment. 4. An Engineer borrowed P2,500.00 for 21 days and pays a fee of P50.00. What is the APR? 5. Mr. Soriano applied a loan for 16 months. His monthly payment is P750.00 on a 2-year loan at an annual percentage rate of 10%. Find the payoff amount. 81 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 5.3 Stocks, Bonds, and Mutual Bonds Stocks A stock is ownership in a company. When you buy a stock, (you are called stockholders) you buy a piece of the company. So if the company does well, you do well. Congruently, if the company tanks, your stock tanks. Just like bonds, there are many types of stocks because there are many different types of companies out there. Large company stocks (large cap), mid cap stocks, small cap stocks, international stocks, emerging stocks, tech stocks, etc. Historically, stocks have an annual average return. However, remember that with more return comes more risk. So when investing in stocks, keep in mind that you have to be able to handle the extra risk or volatility to reap the potential reward in the long run. A company may distribute profits to the owners (stockholders) in the form of dividends. Most dividends are paid in the form of cash—for example, a company might declare a quarterly dividend of P0.50 per share. However, though it’s less common, companies also have the option of declaring stock dividends. When paying a stock dividend, a company issues additional shares of stock proportional to existing investors’ holdings. Calculate Dividends Paid to a Stockholder Example: 1. A stock pays an annual dividend of P0.75 per share. Calculate the dividend paid to a shareholder who has 350 shares of the company’s stock. Solution: (0.75 per share) (350 shares) = P262.50 (the shareholder receives P262.50 in dividends) Before the stock dividends are handed out, they’re known as “stock dividends distributable” and are listed in the stockholders’ equity section of the company’s balance sheet. The first step in calculating stock dividends distributable is to divide that percentage by 100 to convert it inti a decimal. In our example, 10% would become 0.10. Next, multiply the company’s total outstanding shares by this decimal. You can find the number of outstanding shares in most stock quotes. Finally, multiply this amount by the par value of the stock, which can usually be found in the stockholders’ equity section of the balance sheet. This is typically a small amount, such as P0.01, and it has no relation to the actual share price of the stock. Once you multiply these figures by one another, the result is the amount the company would list as stock dividends distributable. ππ‘πππ π·ππ£πππππ π·ππ π‘ππππ’π‘ππππ = ππ‘πππ π·ππ£πππππ % × π βππππ ππ’π‘π π‘ππππππ × πππ π£πππ’π 100 Examples: 1. A company declares a stock dividend of 0.05 shares per outstanding share, and there are 100 million total shares outstanding before the stock dividend is paid. A quick look at the 82 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD balance sheet tells us that the stock’s par value is P0.01 per share, so the stock dividend distributable that the company will list on its balance sheet can be calculated as follows: Solution: ππ‘πππ π·ππ£πππππ π·ππ π‘ππππ’π‘ππππ = ππ‘πππ π·ππ£πππππ % × π βππππ ππ’π‘π π‘ππππππ × πππ π£πππ’π 100 = 0.05 × 100,000,000 × 0.01 = π50,000.00 2. Joshua invested P120,000 in stocks and bonds. If he made a 20% profit on his stocks and a 5% profit on his bonds, and the combined profit was P10,500.00, how much did Joshua invest in stocks. Solution: Let x = amount invested in stock at 20% 120,000 – x = amount invested in bonds at 5% Equation: [(x)(20%)] + [(120,000 – x)(5%)] = 10,500 [(x)(0.20)] + [(120,000 – x)(0.05)] = 10,500 (0.20x + 6,000 – 0.05x) = 10,500 (20x + 600,000 – 5x) = 1,050,000 15x = 1,050,000 – 600,000 15x = 450,000 x = 30,000 (amount invested in stocks) 120,000 – x = 120,000 – 30,000 = 90,000 (amount invested in bonds) Checking: [(30,000)(20%)] + [(120,000 – 30,000)(5%)] = 10,500 [(30,000)(0.20)] + [(90,000)(0.05)] = 10,500 (6,000 + 4,500) = 10,500 10,500 = 10,500 Bonds The best way to describe a bond is to think of it like a loan. You loan your money to the government or a company, and in return they pay you interest for the term of that loan. Typically, bonds are considered conservative types of investments because you can choose the length and term of the bond and know exactly how much money will you get back at the end of the term or “maturity”. There are many types of bonds: government bonds, corporate bonds, short-term bonds, long-term bonds, municipal and inflation protection bonds, etc. Generally, bonds are less risky 83 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD than stocks and the main way you lose money on a bond is if the company or government issuing the bond defaults on their obligations. Historically, bonds have an annual average total return of 6.3%. Bonds are subject to market risk and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Examples: 1. Harold invested P30,000.00 in various stocks and bonds. He earned 6% on his bonds and 12% on his stocks. If Harold’s total profit on both types of investments was P2,460.00, how much of the P30,000.00 did he invest in bonds? Solution: Let x = is the amount invested at 6% on his bonds 30,000 – x = is the amount invested at 12% on his stocks Equation: (interest earned at 6%) + (interest earned at 12%) = 2,460 [(x)(0.06)] + [(30,000 – x)(0.12)] = 2,460 0.06x + 3,600 – 0.12x = 2460 6x + 360,000 – 12x = 246,000 -6x = 246,000 – 360,000 -6x = -114,000 x = 19,000 (amount invested in bonds) 30,000 – x = 30,000 – 19,000 = 11,000 (amount invested in stocks) Checking: [(19,000)(0.06)] + [(30,000 – 19,000)(0.12)] = 2,460 1,140 + (11,000)(0.12) = 2,460 1,140 + 1,320 = 2,460 2,460 = 2,460 Mutual Funds Mutual funds represent another way to invest in stocks, bonds, or cash alternatives. You can think of a mutual fund like a basket of stocks or bonds. A mutual fund investor is buying part ownership of the mutual fund company and its assets. Basically, your money is pooled, along with the money of other investors, into a find, which then invests in certain securities according to a stated investment strategy. The fund is managed by a fund manager who reports to board directors. By investing in the fund, you own a piece of the pie (total portfolio), which could include anywhere from a few dozens to hundreds of securities. This provides you with both a convenient way to obtain professional money management and instant diversification that would be more difficult 84 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD and expensive to achieve on your own. Every mutual fund publishes a prospectus. Before investing in a mutual fund, get a copy and carefully review the information it contains, such as the fund’s investment objective, risks, fees, and expenses. Carefully consider those factors as well as others before investing. Mutual fund units, or shares, can typically be purchased or redeemed as needed at the fund’s current net asset value (NAV) per share, which is sometimes expressed as NAVPS. A fund’s NAV is derived by dividing the total value of the securities in the portfolio by the total amount of shares outstanding. The Net Asset Value of a Mutual Fund Formula is π΄−πΏ ππ΄π = π where: A = is the total fund assets L = is the total fund liabilities N = is the number of shares outstanding Example: 1. A mutual fund has P600,000,000.00 worth of stock, P5,000,000.00 worth of bonds, and P1,000,000.00 in cash. The fund’s total liabilities amount to P2,000,000.00. There are 25,000,000 shares outstanding. You invest P15,000.00 in this fund. a. Solve for the Net Asset Value. b. How many shares will you buy? Solution: a. Find the NAV: π΄−πΏ π (600,000,000 + 5,000,000 + 1,000,000) − 2,000,000 = 25,000,000 ππ΄π = = π24.16 b. Find the number of shares: ππ’ππππ ππ π βππππ = ππππ’ππ‘ πππ£ππ π‘ππ πππ π‘ πππ π βπππ 15,000 24.16 = 621 shares = 85 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Treasury Bills Treasury bills or popularly known as T-Bills, are peso-denominated short-term fixed income securities issued by the Republic of the Philippines through Bureau of Treasury. With a minimum of P200,000.00, you can already enjoy high yields. T-Bills are issued at a discount to the maturity value. Rather than paying a coupon rate of interest, the appreciation between issuance price and maturity price provides the investment return. For instance, a 26-week T-bill is prices at P9,800.00 on issuance to pay P10,000 in six months. No interest payments are made. Investors buying treasury bills on auction day, in the days when paper bills were still issued. You can purchase treasury bills at a bank, though a dealer or broker, or online from a website like Treasury Direct. The bills are issued through an auction bidding process, which occurs weekly. Treasury bills among the safest investments in the market. They are backed by the full faith and credit of the Philippine government, and they come in maturities ranging from four weeks to one year. When buying Treasury bills, you will find that quotes are typically given in terms of their discount, so you will need to calculate the actual price. Keep in mind that the Treasury does not make separate interest payments on Treasury bills. Instead, the discounted price accounts for the interest that you will earn. Example: 1. A certain Electric Company invest in a P60,000.00 Philippine Treasury bill at 4.46% interest for 30 days. The bank through which the bill is purchased charges a service fee of P20.00. What is the cost of the treasury bill? Solution: Principal = P60,000.00 r = 4.46% or 0.0446 t = 30 days or 30/360 πΌ = πππ‘ = (60,000)(0.0446)( = π223.00 30 ) 360 Cost = (face value – interest) + service fee = (60,000 – 223) + 20 = P59,797.00 86 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 5.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Bob earned P420.00 on his investment in bonds and stocks. If his bonds return 2% and his stock returned 6% and his total investment was P10,000.00, how much did he invest in bonds and stocks? 2. A stock pays an annual dividend of P0.85 per share. Calculate the dividends paid to a shareholder who has 650 shares of the company’s stock. 3. Mr. Mendoza invested some of his P18,000.00 in bonds and made a 5% profit and the rest in bonds that made a 12% profit. If the profit on the 12% bond was P885.00 more than the profit on the 5% bonds, how much did Mr. Mendoza invest in the 5% bonds. 4. A manager invested a P20,000.00 in bonds that made an 8% profit and the rest in bonds that made a 7% profit. If the profit on the 8% bonds was P700.00 more than the profit on the 7% bonds, how much did he invest in the 7% bonds? 5. Mr. Cruz has P36,000.00 to invest, some in bonds and the rest in stocks. He has decided that the money invested in bonds must be at least twice as much as that in stocks. But the money invested in bonds must be greater than P20,000.00. If the bonds earn 5% and the stocks earn 7%, how much money should be invested in each to maximize profit? 6. A mutual fund has P659 million worth of stock, P550,000.00 in cash, and P2,500,000.00 in other assets. The fund’s total liabilities amount to P2,500,000.00. There are 20 million shares outstanding. You invest P12,000.00 in this fund. a. Solve for the NAV. b. How many shares will you buy? 7. A P30,000.00 Philippine Treasury bill, purchased at 1.6% interest, matures in 85 days. The purchaser is charged a service fee of P30.00. What is the cost of the treasury bill? 87 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 6: THE STATISTICAL TOOLS οΆ Learning Objectives At the end of this chapter, the student is expected to: ο· apply a variety of statistical tolls to process and manage numerical data; ο· use the methods of linear regression and correlations to predict the value of a variable given certain conditions; and ο· recognize the importance of testing of hypotheses in making decisions. Introduction Statistics involves the collection, organization, summarization, presentation, and interpretation of data. It has two branches: descriptive statistics and inferential statistics. Descriptive statistics is the term given to the analysis of data that helps describe, show or summarize data in a meaningful way. When using descriptive statistics, it is useful to summarize a group of data using a combination of tabulated description (i.e., tables), graphical description (i.e., graphs and charts) and statistical commentary (i.e., a discussion of the results). The branch that allows to make predictions (“inferences”) from the data is called inferential statistics. With inferential statistics, it takes data from samples and make generalizations about a population. For instance, you might stand in a mall and ask a sample of 100 people if they like shopping at SM. You could make a bar chart of yes or no answers (that would be a descriptive statistics) or you could use your research (and inferential statistics) to reason that around 75-80% of the population (all shoppers in all malls) like shopping at SM. Testing the significance of the difference between two means, two standard deviations, two proportions, or two percentages, is an important area of inferential statistics. Comparison between two or more variables often arises in research or experiments and to be able to make valid conclusions regarding the results of the study, one has to apply an appropriate test statistic. This chapter deals with the discussion of the different test statistics that are commonly used in research studies under inferential statistics. 6.1 Hypothesis Testing In Statistics, decision-making starts with a concern about a population regarding its characteristics denoted by parameter values. We might be interested in the population parameter like the mean or the proportion. For instance, you are deciding to put up a business selling cars. Your first course before spending money in business is to know which car sells the most these days. Before you open a business of selling Toyota, Mitsubishi, Hyundai, Honda, Nissan, or Suzuki, you need to gather information which among these get the most number of sales. How many existing distributors of these cars are out there? Do you want to compete? To answer these questions, you need to gather data. What type of data? And where will you get them? You simply need to do a survey. These concerns can be addressed in a procedure in Statistics called hypothesis testing. 88 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Hypothesis A hypothesis is a conjecture or statement which aims to explain certain phenomena in the real world. Many hypotheses, statistical or not, are products of man’s curiosity. To seek for the answers to his questions, he tries to find and present evidences, then tests the resulting hypothesis using statistical tools and analysis. In statistical analysis, the truth of which will be either accepted or rejected within a certain critical interval. The hypothesis that is subjected to testing to determine whether its truth can be accepted or rejected is the null hypothesis by Ho. This hypothesis states that there is no significant relationship or no significant difference between two or more variables, or that one variable does not affect another variable. In statistical research, the hypotheses should be written in null form. For example, suppose you want to know whether method A is not more effective than method B in teaching high school mathematics. The null hypothesis for this study will be: “There is no significant difference between the effectiveness of method A and method B.” Another type of hypothesis is the alternative hypothesis, denoted by Ha. This is the hypothesis that challenges the null hypothesis. The alternative hypothesis for the example above can be: “There is a significant difference between the effectiveness of method A and method B.” or “Method A is more effective than method B,” or Method A is less effective than method B,” depending on whether the type of test is either one-tailed or two-tailed. These will be discussed in the succeeding lessons. Significance Level To test the null hypothesis of no significance in the difference between the two methods in the above example, one must set the level of significance first. This is the probability of having a Type I error and is denoted by the symbol πΌ. A Type I error is the probability of accepting the alternative hypothesis when, in fact, the null hypothesis is true. The probability of accepting the null hypothesis when, in fact, it is false is called a Type II error and it is denoted by the symbol π½. The most common level of significance is 5%. Table 1. Four Possible Outcomes in Decision-Making Decisions about the Ho Ho is true. Reject Do not Reject Ho (or Accept Ho) Type I error Correct Decision Reality Ho is false. Correct Decision Type II error If the null hypothesis is true and accepted, or if it is false and rejected, the decision is correct. If the null hypothesis is true and reject, the decision is incorrect and this is a Type I error. If the null hypothesis is false and accepted, the decision is incorrect and this is a Type II error. For instance, Sarah insists that she is 31 years old when, in fact, she is 35 years old. What error is Sarah 89 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD committing? Mary is rejecting the truth. She is committing a Type I error. Another example, a man plans to go hunting the Philippine monkey-eating eagle believing that it is a proof of his mettle. What type of error is this? Hunting the Philippine eagle is prohibited by law. Thus, it is not a good sport. It is a Type II error. Since hunting the Philippine monkey-eating eagle is against the law, the man may find himself in jail if he goes out of his way hunting endangered species. In decisions that we make, we form conclusions and these conclusions are the bases of our actions. But this is not always the case in Statistics because we make decisions based on sample information. The best that we can do is to control the probability with which an error occurs. This is the reason why we are assigning small probability values to each of them. One-Tailed and Two-Tailed Tests A test is called a one-tailed test if the rejection region lies on one extreme side of the distribution and two-tailed if the rejection region is located on both ends of the distribution. 0.025 or 2.5% . 0.025 or 2.5% . 0.05 5% . 0.05 5% . or (B) (A) (C) Figure 1. Two-tailed (A) and One-tailed (A & B) tests In figure 1.A (two-tailed), the rejection region is the areas to the extreme left and right of the curve marked by the two vertical lines. In figure 1.B&C (both one-tailed), the rejection region is the area to the left (left tail) and to the right (right tail) of the vertical line under the bell curve, respectively. Steps in Testing Hypothesis Below are the steps when testing the truth of a hypothesis. 1. 2. 3. 4. 5. 6. 7. Formulate the null hypothesis. Denote it as Ho and the alternative hypothesis as Ha. Set the desired level of significance (πΌ). Determine the appropriate test statistic to be used in testing the null hypothesis. Compute for the value of the statistic to be used. Compute for the degrees of freedom. Find the tabular value using the table of values for different tests from the appendix tables. State the Decision Rule: If the computed value is less than the tabular value, accept the null hypothesis. If the computed value is greater than the tabular value, reject the null hypothesis. 90 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) or lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 8. Compare the computed value to the tabular value. Make a conclusion using the result of the comparison. Degree of Freedom (df) The degree of freedom gives the number of pieces of independent information available for computing variability. For any statistical tool used in testing hypothesis, the number of degrees of freedom required will vary depending on the size of the distribution. For a single group of population, the number of degrees of freedom is N – 1, where N is the population. For two groups, the formula for df is: N1 + N2 – 2 for t-test and N – 2 for Pearson r. These test statistics will be discussed later in this chapter. 6.1.1 Tests Concerning Means 6.1.1.1 z-test on the Comparison between the Population Mean and the Sample Mean If the population mean (π) and the population standard deviation (π) are known, and π will be compared to a sample mean (π₯Μ ), use the formula below. π§= (π₯Μ −π) π β √π, where n is the number of sample. The tabular values of π§ can be obtained from the following table: Table 2. Summary Table of Critical Values Test Type One-tailed Test Level of Significance 0.10 0.05 0.025 0.01 ±1.28 Two-tailed Test ±1.645 ±1.645 ±1.96 ±2.33 ±1.96 ±2.33 ±2.58 Decision Rule: Example 1 Reject Ho if |π§| ≥ |π§π‘πππ’πππ |. A company, which makes a battery-operated toy car, claims that its products have a mean life span of 5 years with a standard deviation of 2 years. Test the null hypothesis that π = 5 years against the alternative hypothesis that years if a random sample of 40 toy cars was tested and found to have a mean life span of only 3 years. Use a 5% level of significance. Solution: 1. Ho : The mean lifespan of battery-operated toy cars is 5 years. (π = 5) Ha : The mean lifespan of battery-operated toy cars is 5 years. (π ≠ 5) 2. πΌ = 0.05, two-tailed Downloaded by fjdh fjdh (fjdh49134@gmail.com) 91 | P a g e lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 3. Use z-test as test statistic. 4. Computation: Given π₯Μ = 3, π = 5, π = 40, π = 2 (π₯Μ − π) π§= β √π π (3 − 5) = β √40 2 = −6.32 5. Critical Value: π§ < −1.96 πππ π§ > 1.96 6. Decision Rule: Reject Ho if |π§| ≥ |π§π‘πππ’πππ |. 7. Since the computed|π§|, which is 6.32, is greater than |π§π‘πππ’πππ |, which is 1.96, therefore, reject Ho. Hence, there is a significant difference between the population and sample mean lifespan of battery-operated toy cars. Example 2 A manufacturer of bicycle tires has developed a new design which he claims has an average lifespan of 5 years with a standard deviation of 1.2 years. A dealer of the product claims that the average lifespan of 150 samples of the tires is only 3.5 years. Test the difference of the population and sample means at 5% level of significance. Solution: 1. Ho : There is no significant difference between the population and sample mean of bicycle tires’ lifespan. (π₯Μ = π) Ha : There is a significant difference between the population and sample mean of bicycle tires’ lifespan. (π₯Μ < π) 2. πΌ = 0.05, one-tailed, left tail 3. Use z-test as test statistic. 4. Computation: Given π₯Μ = 3.5, π = 5, π = 150, π = 1.2 π§= (π₯Μ − π) β √π π = (3.5−5) 1.2 = −15.31 β √150 5. Critical Value: π§ < −1.645 6. Decision Rule: Reject Ho if |π§| ≥ |π§π‘πππ’πππ |. 7. Since the computed|π§|, which is 15.31, is greater than |π§π‘πππ’πππ |, which is 1.645, therefore, reject Ho. Hence, there is a significant difference between the population and sample mean of bicycle tires’ lifespan. 92 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.1.1.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. A researcher used a developed problem solving test to randomly select 50 Grade 6 pupils. In this sample, π₯Μ = 80 and s = 10. The π and the standard deviation of the population used in the standardization of the test were 75 and 15, respectively. Use the 95% confidence level to answer the following questions: a. Does the sample mean differ significantly from the population mean? b. Can it be said that the sample mean is above average? 2. The owner of a factory that sells a particular bottled fruit juice claims that the average capacity of their product is 250 ml. To test the claim, a consumer group gets a sample of 100 such bottles, calculates the capacity of each bottle, and then finds the mean capacity to be 248 ml. The standard deviation is 5 ml. Is the claim true? 3. In a plant nursery, the owner thinks that the lengths of seedlings in a box sprayed with a new kind of fertilizer has an average height of 26 cm after three days and a standard deviation of 10 cm. One researcher randomly selected 80 such seedlings and calculated the mean height to be 20 cm and the standard deviation was 10 cm. Will you conduct a onetailed test or two-tailed test? Proceed with the test using πΌ = 0.05. 93 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.1.1.2 t-test on the Comparison between the Population Mean and the Sample Mean The t-test can be used to compare the means when the population mean (π) is known but the population standard deviation (π) is unknown. When the population standard deviation is unknown but the sample standard deviation can be computed, the t-test can also be used instead of the z-test. The formula is given below: π‘= (π₯Μ − π) β √π π The denominator of the formula, s, divided by the √π for t is called the standard error of the statistic. It is the standard deviation of the sampling distribution of a statistic for random samples n. Decision Rule: Example 1 Reject Ho if |π‘| ≥ |π‘π‘πππ’πππ |. The average length of time for people to vote using the old procedure during a presidential election period in precinct A is 55 minutes. Using computerization as a new election method, a random sample of 20 registrants was used and found to have a mean length of voting time of 30 minutes with a standard deviation of 1.5 minutes. Test the significance of the difference between the population mean and the sample mean. Solution: 1. Ho : There is no significant difference between the population and sample mean of length of time for people to vote using the old and new procedure. (π₯Μ = π) Ha : There is a significant difference between the population and sample mean length of time for people to vote using the old and new procedure. (π₯Μ < π) 2. πΌ = 0.05, one-tailed, left tail 3. Use t-test as test statistic. 4. Computation: Given π₯Μ = 30, π = 55, π = 20, π = 1.5 π‘= (π₯Μ − π) β √π π = (30−55) 1.5 = −74.54 β √20 5. df = n – 1 = 20 – 1 = 19 6. Tabular Value: t = 1.729 (from Appendix) 94 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 7. Decision Rule: Reject Ho if |π‘| ≥ |π‘π‘πππ’πππ |. 8. Since the computed|π‘|, which is 74.54, is greater than |π§π‘πππ’πππ |, which is 1.729, therefore, reject Ho. Hence, there is a significant difference between the population and sample mean length of time for people to vote using the old and new procedure. It implies that using computerization method in election gives short period of time to vote compare to the old procedure. Example 2 An experiment study was conducted by a researcher to determine if a new time slot has an effect on the performance of pupils in Mathematics. Fifteen randomly selected learners participated in the study. Toward the end of the investigations, a standardized assessment was conducted. The sample mean was 85 and the standard deviation of 3. In the standardization of the test, the mean was 75 and the standard deviation was 10. Based on the evidence at hand, is the new time slot effective? Use 5% level of significance. Solution: 1. Ho: There is no significant difference between the population and sample mean of performance in Mathematics in a new time slot. (π₯Μ = π) Ha: There is a significant difference between the population and sample mean of performance in Mathematics in a new time slot. (π₯Μ > π) 2. πΌ = 0.05, one-tailed, right tail 3. Use t-test as test statistic. 4. Computation: Given π₯Μ = 85, π = 75, π = 15, π = 3 (π₯Μ − π) π‘= β √π π = 5. 6. 7. 8. (85−75) = 12.91 3 β √15 df = n – 1 = 15 – 1 = 14 Tabular Value: t = 1.761 (from Appendix) Decision Rule: Reject Ho if |π‘| ≥ |π‘π‘πππ’πππ |. Since the computed|π‘|, which is 12.91, is greater than |π§π‘πππ’πππ |, which is 1.761, therefore, reject Ho. Hence, there is a significant difference between the population and sample mean of performance in Mathematics in a new time slot. It implies that there is an effect of students’ performance in Mathematics when it changed the time slot. 95 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.1.1.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Drinking water has become an important concern among people. The quality of drinking water must be monitored as often as possible during the day for possible contamination. Another variable of concern is the pH below 7.0 is acidic while a pH above 7.0 is alkaline. A pH of 7.0 is neutral. A water-treatment plant has a target pH of 8.0. based on 16 random water samples, the mean and the standard deviation were found to be 7.6 and 0.4, respectively. Does the sample mean provide enough evidence that it differs significantly from the target mean? Use πΌ = 0.05, two – tailed test. 2. The following sample of eight measurements was randomly selected from a normally distributed population: 12, 10, 9, 8, 15, 10, 11, and 13. Test for significant difference between the sample mean and the population mean of 10. Use πΌ = 0.05. 3. An experiment study was conducted by a researcher to determine if a new time slot has an effect on the performance of pupils in Mathematics. Fifteen randomly selected learners participated in the study. Toward the end of the investigation, a standardized assessment was conducted. The sample mean was 85 and the standard deviation was 3. In the standardization of the test, the mean was 75 and the standard deviation was 10. Based on the evidence at hand, is the new time slot effective? Use πΌ = 0.05. 96 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.1.1.3 t-test Concerning Means of Independent Samples When two samples are drawn from normally distributed population with the assumption that their variances are equal, the t-test with the given formula should be used. Μ Μ Μ 1 − Μ Μ Μ π₯2 π₯ π‘= (π1 − 1)π 1 2 + (π2 − 1)π 2 2 π1 + π2 √[ ][ ] π1 + π2 − 2 π1 π2 where π₯1 Μ Μ Μ Μ Μ Μ , π₯2 = means π1 , π2 = sample sizes π 1 , π 2 = variances Decision Rule: Example 1 Reject Ho if |π‘| ≥ |π‘π‘πππ’πππ |. A course in Physics was taught to 10 students using the traditional method. Another group of students went through the same course using another method. At the end of the semester, the same test was administered to each group. The 10 students under method A got an average of 82 with a standard deviation of 5, while the 11 students under method B got an average of 78 with a standard deviation of 6. Test the null hypothesis of no significant difference in the performance of the two groups of students at 5% level of significance. Solution: 1. Ho: There is no significant difference between the average scores of the two groups of students. (π₯ Μ Μ Μ 1 = Μ Μ Μ ) π₯2 Ha: There is a significant difference between the average scores of the two groups of students. (π₯ Μ Μ Μ 1 > Μ Μ Μ ) π₯2 2. πΌ = 0.05, one-tailed, right tail 3. Use the t-test as test statistic. 4. Computation: π₯2 = 78, π1 = 10, π2 = 11, π 1 = 5, π 2 = 6 Given Μ Μ Μ π₯1 = 82, Μ Μ Μ Μ Μ Μ π₯1 − Μ Μ Μ π₯2 π‘= (π1 − 1)π 1 2 + (π2 − 1)π 2 2 π1 + π2 √[ ][ ] π1 + π2 − 2 π1 π2 97 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD = √[ = = 5. 6. 7. 8. 82 − 78 (10 − 1)(5)2 + (11 − 1)(6)2 10 + 11 ][ ] 10 + 11 − 2 (10)(11) √[ 4 (9)(25) + (10)(36) 21 ][ ] 19 110 4 = 1.65 2.4245 df = π1 + π2 − 2 = 10 + 11 – 2 = 19 Tabular Value: t = 1.729 (from Appendix) Decision Rule: Reject Ho if |π‘| ≥ |π‘π‘πππ’πππ |. Since the computed|π‘|, which is 1.645, is less than |π§π‘πππ’πππ |, which is 1.729, therefore, accept Ho. Hence, there is no significant difference between the average scores of the two groups of students. It implies that there is no significant difference in using method A and method B in their students’ performance in Physics. 98 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.1.1.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. An investigator thinks that people under the age of forty have vocabularies that are different than those of people over sixty years of age. The investigator administers a vocabulary test to a group of 31 younger subjects and to a group of 31 older subjects. Higher scores reflect better performance. The mean score for younger subjects was 14.0 and the standard deviation of younger subject's scores was 5.0. The mean score for older subjects was 20.0 and the standard deviation of older subject's scores was 6.0. Does this experiment provide evidence for the investigator's theory? 2. An investigator predicts that dog owners in the country spend more time walking their dogs than do dog owners in the city. The investigator gets a sample of 21 country owners and 23 city owners. The mean number of hours per week that city owners spend walking their dogs is 10.0. The standard deviation of hours spent walking the dog by city owners is 3.0. The mean number of hours’ country owners spent walking their dogs per week was 15.0. The standard deviation of the number of hours spent walking the dog by owners in the country was 4.0. Do dog owners in the country spend more time walking their dogs than do dog owners in the city? 3. An investigator theorizes that people who participate in a regular program of exercise will have levels of systolic blood pressure that are significantly different from that of people who do not participate in a regular program of exercise. To test this idea, the investigator randomly assigns 21 subjects to an exercise program for 10 weeks and 21 subjects to a nonexercise comparison group. After ten weeks the mean systolic blood pressure of subjects in the exercise group is 137 and the standard deviation of blood pressure values in the exercise group is 10. After ten weeks, the mean systolic blood pressure of subjects in the non-exercise group is 127 and the standard deviation on subjects in the non-exercise group is 9.0. Please test the investigator's theory using an alpha level of 0.05. 99 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.1.1.4 t-test on the Significance of the Difference Between Two Correlated Means When comparing two correlated means, the t-test is the appropriate statistic. A typical example is when comparing the results of the pre-test and post-test administered to group of individuals. The two tests must be the same and the given formula should be used. ∑π π‘= 2 2 √(π ∑ π ) − (∑ π ) π−1 where d = difference between the pre-test and post-test scores n = number of samples Example 1 To determine whether the students’ performance in College Algebra improved after enrolling in the subject for one term, a 60-item pre-test and post-test were administered to them on the first and the last days of classes, respectively. The same test was given as pre-test and posttest. The results are as follows: Student Pre-Test Score Post-Test Score A 34 45 B 23 32 C 40 46 D 31 57 E 24 39 F 45 48 G 27 27 H 32 33 I 12 18 J 45 45 d -11 -9 -6 -26 -15 -3 0 -1 -6 0 π π 121 81 36 676 225 9 0 1 36 0 ∑ π = −77 ∑ π 2 = 1,185 Solution: 1. Ho: There is no significant difference between the pre-test and post-test of the students’ performance in College Algebra. (π1 = π2 ) Ha: There is a significant difference between the pre-test and post-test of the students’ performance in College Algebra. (π1 < π2 ) 2. πΌ = 0.05, one-tailed, left tail 3. Use the t-test as test statistic. 100 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 4. Computation: π‘= = ∑π −77 2 (π ∑ π ) −−(∑(−77) π)2 2 √10(1,185) π10−− 11 = = −77 √5,921 9 −77 25.65 = −3.002 5. 6. 7. 8. df = n – 1 = 10 – 1 = 9 Tabular Value: t = 2.821(from Appendix) Decision Rule: Reject Ho if |π‘| ≥ |π‘π‘πππ’πππ |. Since the computed|π‘|, which is 3.002, is greater than |π§π‘πππ’πππ |, which is 2.821, therefore, reject Ho. Hence, there is a significant difference between the pre-test and post-test of the students’ performance in College Algebra. It implies that the performance of the students in Algebra is significantly improved. 101 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.1.1.4 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Suppose we were interested in determining whether two types of music, A and B, differ with respect to their effects on sensory-motor coordination. We test some subjects in the presence of Type-A music and other subjects in the presence of Type-B music. With the design for correlated samples, we test all subjects in both conditions and focus on the difference between the two measures for each subject. To obviate the potential effects of practice and test sequence in this case, we would also want to arrange that half the subjects are tested first in the Type-A condition, then later in the Type-B condition, and vice versa for the other half. Student 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 A 10.2 8.4 17.8 25.2 23.8 25.7 16.2 21.5 21.1 16.9 24.6 20.4 25.8 17.1 14.4 2. Consider an experimenter interested in whether the time it takes to respond to a visual signal is different from the time it takes to respond to an auditory signal. Ten subjects are tested with both the visual signal and with the auditory signal. (To avoid confounding with practice effects, half are in the auditory condition first and the other half are in the visual task first). The reaction times (in milliseconds) of the ten subjects in the two conditions are shown on the right side. B 13.2 7.4 16.6 27.0 27.5 26.6 18.0 23.4 23.4 21.1 23.8 20.2 29.1 17.7 19.2 Subject 1 2 3 4 5 6 7 8 9 10 Visual 420 235 280 360 305 215 200 460 345 375 Auditory 380 230 300 260 295 190 200 410 330 380 102 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.1.1.5 z-test on the Significance of the Difference Between Two Independent Proportions There are certain situations when the data to be analyzed involve population proportions or percentages. For instance, a shoe company may want to know the proportions of defective shoes to be delivered in other countries. To determine if there is a significant difference between proportions of two variables, the z-test will be used. π§= π1 − π2 π1 π1 π2 π2 + √ π π2 1 where π1 = proportion of first sample π2 = proportion of second sample π1 = 1 - π1 π2 = 1 - π2 π1 = number of cases in the first sample Example 1 π2 = number of cases in the second sample A sample survey of a presidential candidate in the Philippines shows that 120 of 200 male voters dislike candidate X and 175 of 250 female voters dislike the same candidate. Determine 175 120 and 250, is significant or not at 1% whether the difference between the two sample proportions, 200 level of significance. Solution: 1. Ho: There is no significant difference between the proportion of the male votes and the proportion of female votes. (π1 = π2 ) Ha: There is a significant difference between the proportion of the male votes and the proportion of female votes. (π1 ≠ π2 ) 2. πΌ = 0.01, two-tailed 3. Use the z-test as test statistic. 4. Computation: 120 175 Given π1 = 200, π2 = 250 π§= π1 − π2 π1 π1 π2 π2 + √ π π2 1 103 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 120 175 − 200 250 = 120 120 175 175 √(200) (1 − 200) (250) (1 − 250) + 200 250 = = = −0.1 120 80 175 75 √(200) (200) (250) (250) + 200 250 −0.1 √0.24 + 0.21 200 250 −0.1 0.045 = −2.22 5. Tabular Value: z = 2.58 6. Decision Rule: Reject Ho if |π§| ≥ |π§π‘πππ’πππ |. 7. Since the computed|π§|, which is 2.22, is less than |π§π‘πππ’πππ |, which is 2.58, therefore, accept Ho. Hence, there is no significant difference between the proportion of the male votes and the proportion of female votes in their dislike for candidate X. 104 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.1.1.5 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Two types of medication for hives are being tested to determine if there is a difference in the proportions of adult patient reactions. Twenty out of a random sample of 200 adults given medication A still had hives 30 minutes after taking the medication. Twelve out of another random sample of 200 adults given medication B still had hives 30 minutes after taking the medication. Test at a 5% level of significance. 2. A research study was conducted about gender differences in “sexting.” The researcher believed that the proportion of girls involved in “sexting” is less than the proportion of boys involved. The data collected in the spring of 2010 among a random sample of middle and high school students in a large school district in the southern United States is summarized in the table. Is the proportion of girls sending sexts less than the proportion of boys “sexting?” Test at a 5 % level of significance. Males Females Sent “sexts” 183 156 Total number surveyed 2231 2169 3. Researchers conducted a study of smartphone use among adults. A cell phone company claimed that iPhone smartphones are more popular with whites (non-Hispanic) than with African-Americans. The results of the survey indicate that of the 232 African-American cell phone owners randomly sampled, 5% have ab iPhone. Of the 1,343 white cell phone owners randomly sampled, 10% own an iPhone. Test at the 5% level of significance. Is the proportion of white iPhone owners greater than the proportion of African-American iPhone owners? 105 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.1.2 Significance of the Difference Between Variances 6.1.2.1 Analysis of Variance When the variances of two or more independent samples differ, the appropriate test statistic to determine the significance of such difference is the analysis of variance (ANOVA), which makes use of the F ratio or variance ratio. The various groups being compared are assumed to belong to a population with a normal distribution, each group randomly selected and independent from the other groups. The variables from each group also have standard deviations that are approximately equal. Steps in Solving the Analysis of Variance 1. State the null hypothesis. 2. Set the level of significance. 3. Accomplish the ANOVA table. The ANOVA Table Source of Sum of df Variance Square Mean Square Between SSB dfB = k – 1 Within SSW Total TSS dfW = N – k πππ = where πππ΅ = ∑(∑ ππ΄π )2 ππ΄π 2 πππ = ∑ ππ − dfT = N – 1 − πππ΅ = F πππ΅ πππ΅ πππ πππ πΉ = πππ΅ πππ (∑ ππ )2 π (∑ ππ )2 π πππ = πππ − πππ΅ π = sample size π = number of columns π = observed value π = number of rows π΄ = given factor or category π = individual observation of cell 4. Find the tabular value of F at the given level of significance (from Appendix) 5. State the Decision Rule: If the computed value is less than the tabular value, accept the null hypothesis. If the computed value is greater than the tabular value, reject the null hypothesis. 6. Interpret the result. 106 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Example 1 Determine who among the three salesmen will most likely be promoted based on their monthly sales in pesos. Use 5% level of significance. Sales of Three Candidates for Promotion (A, B, C) A B C 12,000 15,500 12,800 10,000 12,500 16,000 10,900 12,000 15,000 18,000 13,000 12,700 16,000 14,000 15,000 14,400 15,000 13,000 14,400 12,300 12,000 15,500 15,000 16,000 18,800 19,000 16,000 Solution: 1. Ho: There is no significant difference between the mean sales of the three candidates for promotion. Ha: There is a significant difference between the mean sales of the three candidates for promotion. 2. πΌ = 0.05 3. Accomplish the ANOVA Table. A 12,000 10,000 10,900 18,000 16,000 14,400 14,400 15,500 18,800 B 15,500 12,500 12,000 13,000 14,000 15,000 12,300 15,000 19,000 C 12,800 16,000 15,000 12,700 15,000 13,000 12,000 16,000 16,000 ∑ π΄ =130,000 ∑ π΅ =128,300 ∑ πΆ =128,500 3.1 Sum of Squares A2 144,000,000 100,000,000 118,810,000 324,000,000 256,000,000 207,360,000 207,360,000 240,250,000 324,000,000 ∑ π΄2 =1,921,780,000 B2 240,250,000 156,250,000 144,000,000 169,000,000 196,000,000 225,000,000 151,290,000 225,000,000 361,000,000 ∑ π΅ 2 =1,867,790,000 C2 163,840,000 256,000,000 225,000,000 161,290,000 225,000,000 169,000,000 144,000,000 256,000,000 256,000,000 ∑ πΆ 2 =1,856,130,000 Find SSB: πππ΅ = ∑(∑ ππ΄π )2 (∑ ππ )2 − ππ΄π π 2 2 (∑ π΄) + (∑ π΅) + (∑ πΆ)2 (∑ π΄ + ∑ π΅ + ∑ πΆ )2 = − ππ΄π π = (130,000)2 + (128,300)2 + (128,500)2 (130,000 + 128,300 + 128,500)2 − 9 27 107 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD = 5,541,460,000 − (386,800)2 27 = 5,541,460,000 − 5,541,268,148.15 πππ΅ = 191,851.85 Find TSS: πππ = ∑ ππ 2 − 2 (∑ ππ )2 π 2 2 = ∑π΄ + ∑π΅ + ∑πΆ − (∑ π΄ + ∑ π΅ + ∑ πΆ )2 π = 1,921,780,000 + 1,867,790,000 + 1,856,130,000 − 5,541,268,148.15 = 5,645,700,000 − 5,541,268,148.15 = 104,431,851.85 Find SSW: πππ = πππ − πππ΅ = 104,431,851.85 − 191,851.85 = 104,240,000 1.2. degrees of freedom dfB = π – 1 = 3 – 1 = 2 dfW = π – π = 27 – 3 = 24 dfT = π – 1 = 27 – 1 = 26 1.3. Mean of Squares πππ΅ = πππ = πππ΅ 191,851.85 = = 95,925.93 πππ΅ 2 πππ 104,240,000 = = 4,343,333.33 πππ 24 108 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 1.4. F – Value πΉ= πππ΅ 95,925.93 = = 0.0221 πππ 4,343,333.33 The ANOVA Table Sum of Source of Square Variance Between Within Total 191,851.85 104,240,000 104,431,851.85 df Mean Square F 2 95,925.93 0.0221 24 26 4,343,333.33 2. Tabular Value: F = 3.40 3. Decision Rule: If the computed value is less than the tabular value, accept the null hypothesis. If the computed value is greater than the tabular value, reject the null hypothesis. 4. Since the computed F-value, which is 0.0221, is less than the tabular value, which is 3.40, so the null hypothesis is accepted. Hence, there is no significant difference between the mean sales of the three candidates for promotion. It implies that the three salesmen have almost equal chances of promotion. 109 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Zelazo et al. (1972) investigated the variability in age at first walking in infants. Study infants were grouped into four groups, according to reinforcement of walking and placement: (1) active (2) passive (3) no exercise; and (4) 8-week control. Sample sizes were 6 per group, for a total of n=24. For each infant, study data included group assignment and age at first walking, in months. The following are the data and consist of recorded values of age (months) by group: Active Group 9.00 9.50 9.75 10.00 13.00 9.50 Passive Group 11.00 10.00 10.00 11.75 10.50 15.00 No-Exercise Group 11.50 12.00 9.00 11.50 13.25 13.00 8-Week Control 13.25 11.50 12.00 13.50 11.50 12.35 2. Four brands of flashlight batteries are to be compared by testing each brand in five flashlights. Twenty flashlights are randomly selected and divided randomly into four groups of five flashlights each. Then each group of flashlights uses a different brand of battery. The lifetimes of the batteries, to the nearest hour, are as follows: Brand A Brand B Brand C Brand D 42 28 24 20 30 36 36 32 39 21 28 38 28 32 28 28 29 27 33 25 Preliminary data analyses indicate that the independent samples come from normal populations with equal standard deviations. At the 5% significance level, does there appear to be a difference in mean lifetime among the four brands of batteries? 3. The times required by three workers to perform an assembly-line task were recorded on five randomly selected occasions. Here are the times, to the nearest minute. Hank 8 10 9 11 10 Joseph 8 9 9 8 10 Susan 10 9 10 11 9 110 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.2 Correlation and Regression Analysis Look at these pictures. What do they show? When we say “healthy students are better students,” are we saying that the academic performance of a student depends on his health? If you know the monthly net profit of a company for a period of time, can you predict its net profit for the coming months? When one applies a job, what requirements are needed for submission? Why are they required? Can a hiring officer predict the kind of worker an applicant will be based on the submitted requirements? These are some of the real-life situations that are require decision-making that will be discussed in this topic. We will learn how to determine whether there is a relationship between two variables using correlation analysis. We will also learn how to predict the value of one variable in terms of the other variable using regression analysis. Correlation Analysis Why do most students who excel in English do not do well in Mathematics? Have you ever wondered whys some of your friends who are good in Mathematics do not have high grades in English? Did it occur to you to find out if there exists a relationship between academic performance in English and achievement in Mathematics? The statistical procedure that is used to determine whether a relationship between two variables is called correlation analysis. Correlation Correlation analysis measures the association or the strength of the relationship between two variables say, x and y. 111 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD The relationship or correlation between two variables may be described in terms of direction and strength. The direction of correlation may be positive, negative, or zero. ο· ο· ο· Two variables are positively correlated if the values of the two variables both increase or both decrease. Two variables are negatively correlated if the values of one variable increase while the values of the other decrease. Two values are not correlated or they have zero correlation if one variable neither increases nod decreases while the other increases. The strength of correlation may be perfect, very high, moderately high, moderately low, very low, and zero. The discussion of the strength is found in the succeeding box. Example 1 Suppose a ten-item test in English and a ten-item test in Mathematics were administered to ten students. The scores of the students are tabulated below. It must be determined if the scores in Mathematics quiz (here labelled variable x) and the English quiz (labelled variable y) are correlated or not. Student 1 2 3 4 5 6 7 8 9 10 Mathematics Score (x) 4 5 9 2 8 1 2 7 6 4 English Score (y) 5 4 8 3 9 2 1 6 7 5 The scatter graph of the data above is given below. Note that x-axis represents the scores in Mathematics and y-axis shows the scores in English. Each point in the graph below is an ordered pair (x, y) corresponding to the score obtained by a student in the two subjects. 112 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU English Score MATHEMATICS IN THE MODERN WORLD 10 9 8 7 6 5 4 3 2 1 0 0 2 4 6 Mathematics Score 8 10 The graph above indicates a direct correlation between variables x and y which appears to be increasing. Example 2 Suppose the scores of the students in those two subjects happen to be as follows: Mathematics Score (x) 9 3 4 7 6 1 2 5 10 2 Student 1 2 3 4 5 6 7 8 9 10 English Score (y) 3 6 7 4 2 9 8 4 2 10 The scatter graph of the data above looks like this: 12 English Score 10 8 6 4 2 0 0 2 4 6 Mathematics Score 8 10 12 113 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD This time the trend of the data is decreasing, hence, the variables are negatively correlated. Example 3 Suppose the same students have the following scores. Mathematics Score (x) 9 2 6 3 4 5 3 6 8 2 Student 1 2 3 4 5 6 7 8 9 10 English Score (y) 8 9 3 7 7 5 6 7 4 2 English Score The scatter graph of the data above looks like this: 10 9 8 7 6 5 4 3 2 1 0 0 1 2 3 4 5 6 Mathematics Score 7 8 9 10 The scatter of the data is neither increasing nor decreasing. It represents a zero correlation. While a scatter plot may be a convenient way of inspecting correlation between two variables, it does not offer a measure of the strength of the correlation. Fortunately, Karl Pearson (1857-1936) developed and perfected a formula that can give a numerical value to measure the strength of correlation. This formula does not only show how greatly two data sets are correlated but also reveals if the correlation is direct or inverse, or if the data sets are not correlated. The formula named after him is called the Pearson Product-Moment Correlation Coefficient. 114 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.2.1 Pearson Product-Moment Correlation Coefficient The most common statistical tool in measuring the linear relationship between two random variables, x and y, is the linear correlation coefficient commonly called the Pearson ProductMoment Correlation Coefficient or Pearson r for short. It became the basis of different theories in the fields of heredity, psychology, anthropometry, and statistics. It can be used to determine the linearity of the relationships between two variables. The Pearson r formula is given by, π= π ∑ π₯π¦ − ∑ π₯ ∑ π¦ √[π ∑ π₯ 2 − (∑ π₯ )2 ][π ∑ π¦ 2 − (∑ π¦)2 ] Note that the results of r should be interpreted only after its value has been found to be significant. We will use the measuring devise to determine the strength of the computed r, as shown below. Pearson r ±1.0 ±0.75 π‘π ± 0.99 ±0.50 π‘π ± 0.74 Qualitative Description Perfect Correlation/Relationship Very High Correlation/Relationship Moderately High Correlation/Relationship ±0.25 π‘π ± 0.49 Moderately Low Correlation/Relationship 0 Zero or No Correlation/Relationship ±0.01 π‘π ± 0.24 Very Low Correlation/Relationship Consider the data in Example 1 of this section. Organize the data as shown in the table below. Mathematics Score English Score x2 y2 xy (x) (y) 4 5 16 25 20 5 4 25 16 20 9 8 81 64 72 2 3 4 9 6 8 9 64 81 72 1 2 1 4 2 2 1 4 1 2 7 6 49 36 42 6 7 36 49 42 4 5 16 25 20 ∑ π₯ = 48 ∑ π¦ = 50 ∑ π₯ 2 = 296 ∑ π¦ 2 = 310 ∑ π₯π¦ = 298 115 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: π= = = = π ∑ π₯π¦ − ∑ π₯ ∑ π¦ √[π ∑ π₯ 2 − (∑ π₯)2 ][π ∑ π¦ 2 − (∑ π¦)2 ] (10)(298) − (48)(50) √[(10)(296)− (48)2 ][(10)(310) − (50)2 ] 580 √(656)(600) 580 62.73755 = 0.92 This result is in conformity with the scatter plot in Example 1 of this section. The computed r is almost 1, hence, it has a very high positive correlation. This the reason why the scatter plot in Example 2 in this section is increasing from left to right. Using the data in Example 2 of this section, we have the following computations. Mathematics Score English Score x2 y2 xy (x) (y) 9 3 81 9 27 3 6 9 36 18 4 7 16 49 28 7 4 49 16 28 6 2 36 4 12 1 9 1 81 9 2 8 4 64 16 5 4 25 16 20 10 2 100 4 20 2 10 4 100 20 ∑ π₯ = 49 ∑ π¦ = 55 ∑ π₯ 2 = 325 ∑ π¦ 2 = 379 ∑ π₯π¦ = 198 Solution: π= = π ∑ π₯π¦ − ∑ π₯ ∑ π¦ √[π ∑ π₯ 2 − (∑ π₯)2 ][π ∑ π¦ 2 − (∑ π¦)2 ] (10)(198) − (49)(55) √[(10)(325)− (49)2 ][(10)(379) − (55)2 ] 116 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD = = −715 √(849)(765) −715 805.906322 = −0.89 The computed r is – 0.89, hence, it has a very high correlation. This is the reason why the scatter plot in Example 2 of this section is decreasing from left to right. We now compute the r of the data on two non-correlated variables in Example 3 of this section. Mathematics Score English Score x2 y2 xy (x) (y) 9 8 81 64 72 2 9 4 81 18 6 3 36 9 18 3 7 9 49 21 4 7 16 49 28 5 5 25 25 25 3 6 9 36 18 6 7 36 49 42 8 4 32 4 32 2 2 4 4 4 ∑ π₯ = 48 ∑ π¦ = 58 ∑ π₯ 2 = 252 ∑ π¦ 2 = 370 ∑ π₯π¦ = 278 Solution: π= = = = π ∑ π₯π¦ − ∑ π₯ ∑ π¦ √[π ∑ π₯ 2 − (∑ π₯)2 ][π ∑ π¦ 2 − (∑ π¦)2 ] (10)(278) − (48)(58) √[(10)(252)− (48)2 ][(10)(370) − (58)2 ] −4 √(216)(336) −4 269.39933 = −0.01 117 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Since the computed r is almost zero, then it has little or zero linear correlation. This conforms with the scatter plot in Example 3 in this section. The graph is neither increasing nor decreasing and therefore the two sets of data are not correlated. Example 4 Test the hypothesis that there is no significant relationship between mental ability and English proficiency at 5% level of significance. Mental Ability (x) 50 54 50 51 49 46 48 47 44 44 46 45 48 53 54 33 34 English Proficiency (y) 200 198 200 203 186 205 185 197 183 171 179 185 184 190 191 170 168 Solution: 1. Ho: There is no significant relationship between mental ability and English proficiency. Ha: There is a significant relationship between mental ability and English proficiency. 2. πΌ = 5% ππ 0.05 3. Pearson r will be used to test the hypothesis. 4. Computation Mental Ability (x) 50 54 50 51 49 46 48 47 44 English Proficiency (y) 200 198 200 203 186 205 185 197 183 x2 y2 xy 2,500 2,916 2,500 2,601 2,401 2,116 2,304 2,209 1,936 40,000 39,204 40,000 41,209 34,596 42,025 34,225 38,809 33,489 10,000 10,692 10,000 10,353 9,114 9,430 8,880 9,259 8,052 118 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU 44 46 45 48 53 54 33 34 ∑ π₯ = 796 MATHEMATICS IN THE MODERN WORLD 171 179 185 184 190 191 170 168 ∑ π¦ = 3,195 π= = = = 1,936 2,116 2,025 2,304 2,809 2,916 1,089 1,156 2 ∑ π₯ = 37,834 29,241 32,041 34,225 33,856 36,100 36,481 28,900 28,224 ∑ π¦2 = 602,625 7,524 8,234 8,325 8,832 10,070 10,314 5,610 5,712 ∑ π₯π¦ = 150,401 π ∑ π₯π¦ − ∑ π₯ ∑ π¦ √[π ∑ π₯ 2 − (∑ π₯)2 ][π ∑ π¦ 2 − (∑ π¦)2 ] (17)(150,401) − (796)(3,195) √[(17)(37,834)− (796)2 ][(17)(602,625) − (3,195)2 ] 13,597 √(9,562)(36,600) 13,597 18,707.46375 = 0.73 5. df = N – 2 = 17 – 2 = 15 6. Tabular Value: r = 0.482 (from Appendix) 7. Decision Rule: If the computed value is less than the tabular value, accept the null hypothesis. If the computed value is greater than the tabular value, reject the null hypothesis. 8. Since the computed r (0.73) is greater than the tabular value (0.482), so reject the null hypothesis. Hence, there is a significant relationship between mental ability and English proficiency. It shows that there is a moderately high positive relationship between the two variables. 119 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.2.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Below are the data for six participants giving their number of years in college (X) and their subsequent yearly income (Y). Income here is in thousands of pesos, but this fact does not require any changes in our computations. Test whether there is a relationship with Alpha = .05. No. of Years of College (x) Income (y) 0 1 3 4 4 6 15 15 20 25 30 35 2. Yvonne is a good student, but at times she doesn’t get enough sleep. She hypothesizes that when she gets more sleep she does better on tests. To test her hypothesis, she tracked how she did on a number of tests, based on how many hours of sleep she got on the night previous. She inputs the following data into her excel file to compute the correlation coefficient equation. Hours of Sleep (x) Test Score (y) 8 8 6 5 7 6 81 80 75 65 91 80 120 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.2.2 Regression Analysis Regression analysis is used when predicting the behavior of a variable. The regression equation explains the amount of variations observable in the independent variable x. It is actually an equation of a straight line in the form: π¦ = ππ₯ + π where y = criterion measure x = predictor a = ordinate or the point where regression line crosses the yaxis b = the slope of the line. To get the regression equation, the values of a and b are computed using the formula below. ∑ π¦ ∑ π₯ 2 − ∑ π₯ ∑ π₯π¦ π= π ∑ π₯ 2 − (∑ π₯ )2 and where n = number of pairs Example 1 π= π ∑ π₯π¦ − ∑ π₯ ∑ π¦ ∑ π₯ 2 − (∑ π₯ )2 The data in the table represent the membership at a university Mathematics club during the past 5 years. Find the regression equation to predict the membership 5 years from now. Number of Years (x) 1 2 3 4 5 Membership (y) 25 30 32 45 50 Number of Years (x) 1 2 3 4 5 ∑ π₯ = 15 x2 xy 1 4 9 16 25 2 ∑ π₯ = 55 25 60 96 180 250 ∑ π₯π¦ = 611 Solution: Membershi p (y) 25 30 32 45 50 ∑ π¦ = 182 121 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Find a: Find b: π= ∑ π¦ ∑ π₯ 2 − ∑ π₯ ∑ π₯π¦ π ∑ π₯ 2 − (∑ π₯)2 π= 5(611) − 15(182) 5(55) − (15)2 325 = 50 182(55) − 15(611) 5(55) − (15)2 845 = 50 = π ∑ π₯π¦ − ∑ π₯ ∑ π¦ ∑ π₯ 2 − (∑ π₯)2 = = 6.5 = 16.9 Substitute the values of a and b in the equation y = bx + a. y = 6.5x + 16.9 Since you need to predict the membership five years from now, or at year 10, substitute 10 for x in the equation. y = 6.5(10) + 16.9 = 81.9 ≈ 82 Thus, five years from now, the Mathematics club would have 82 members. Example 2 The following data pertains to the heights of father and their eldest sons in inches. If there is a significant relationship between two variables, predict the height of the son if the height of his father is 78 inches. Use 5% level of significance. Height of the Father (x) 71 69 69 65 66 63 68 70 60 58 Height of the Son (y) 71 69 71 68 68 66 70 72 65 60 Solution: 1. Ho: There is no significant relationship between heights of father and their eldest sons. Ha: There is a significant relationship between heights of father and their eldest sons. 122 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 2. πΌ = 5% ππ 0.05 3. Pearson r will be used to test the hypothesis. 4. Computation Height of the Father (x) 71 69 69 65 66 63 68 70 60 58 ∑ π₯ = 659 Height of the Son (y) 71 69 71 68 68 66 70 72 65 60 ∑ π¦ = 680 π= x2 y2 xy 5041 4761 4761 4225 4356 3969 4624 4900 3600 3364 2 ∑ π₯ = 43,601 5041 4761 5041 4624 4624 4356 4900 5184 4225 3600 2 ∑ π¦ = 46,356 5041 4761 4899 4420 4488 4158 4760 5040 3900 3480 ∑ π₯π¦ = 44,947 π ∑ π₯π¦ − ∑ π₯ ∑ π¦ √[π ∑ π₯ 2 − (∑ π₯)2 ][π ∑ π¦ 2 − (∑ π¦)2 ] = (10)(44,947) − (659)(680) √[(10)(43,601)− (659)2 ][(10)(46,356) − (680)2 ] = 0.95 5. df = N – 2 = 10 – 2 = 8 6. Tabular Value: r = 0.632 (from Appendix) 7. Decision Rule: If the computed value is less than the tabular value, accept the null hypothesis. If the computed value is greater than the tabular value, reject the null hypothesis. 8. Since the computed r (0.95) is greater than the tabular value (0.632), so reject the null hypothesis. Hence, there is a significant relationship between heights of father and their eldest sons. It shows that there is a very high positive relationship between the two variables. We can now proceed to regression analysis since there was a significant relationship between heights of father and their eldest sons. Find a: Find b: π= ∑ π¦ ∑ π₯ 2 − ∑ π₯ ∑ π₯π¦ π ∑ π₯ 2 − (∑ π₯)2 π= π ∑ π₯π¦ − ∑ π₯ ∑ π¦ ∑ π₯ 2 − (∑ π₯)2 123 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD = 680(43,601) − 659(44,947) (10)(43,601)− (659)2 = 16.55 = 10(44,947) − 659(680) (10)(43,601)− (659)2 = 0.78 Substitute the values of a and b in the equation y = bx + a. y = 0.78x + 16.55 Since you need to predict the height of the son if the height of the father is 78 inches, substitute 78 for x in the equation. y = 0.78(78) + 16.55 = 77.39 ≈ 77 inches Thus, the predicted height of the son whose father’s height is 78 inches is 77 inches. 124 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.2.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. The time x in years that an employee spent at a company and the employee’s hourly pay, y, for 5 employees are listed in the table below. Find the equation of regression line and predict the hourly pay rate of an employee who has worked for 20 years. No. in Years Hourly Pay (x) (y) 5 25 3 20 4 21 10 35 15 38 2. The table below shows the number of absences, x, in a Calculus course and the final exam grade, y, for 7 students. Find the equation of regression line and predict the test score for a student with 5 absences. Number of Absences (x) 1 0 2 6 4 3 3 Test Score (y) 95 90 90 55 70 80 85 125 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 6.2.3 Spearman’s Rank Correlation Coefficient Spearman rho (π) Beauty contests are very popular not only among Filipinos but also to many people around the world. Normally, when the names of the five finalists are announced, people place their own bets on who will be the queen and the runners-up. Very often, they are happy about the results. This happens when their ranks agree with the ranks assigned by the board of judges. There might be some slight differences between the ranks assigned by the people and those by the board of judges but if overall, there is a positive correlation (or agreement) between these ranks, then everyone will be happy about the results. In this next statistical measure, we shall be concerned with correlation between ranks. Like in simple correlation, we have cases of positive correlation, zero correlation, or negative correlation. A positive rank correlation indicates that those categories that are given high ranks by one judge (or rater) are also the categories that are assigned high ranks by the other rater. Or those with low ranks in one have also low ranks in the other. A negative rank correlation is the reverse. It means that those categories who were assigned high ranks by the first rater is given low ranks by the second rater, or vice versa. The most common method used in rank correlation is the statistics developed by Spearman where the coefficient used is symbolized by π (rho, Greek letter for r). To compute π, we use the formula: 6 ∑ π2 π = 1− π(π2 − 1) where d = difference between ranks n = number of categories given ranks. In interpreting the computer π, we use the same qualitative interpretation as the one we use in interpreting Pearson r. Example 1 In a contest for Mr. Campus Personality, two judges gave their ratings to 8 candidates. Transform the ratings to ranks and compute the coefficient of rank correlation. Interpret the result. Candidate 1 2 3 4 5 6 7 8 Judge 1 98 97 95 90 89 88 85 85 Judge 2 94 97 98 95 92 90 89 85 126 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: Candidat e 1 2 3 4 5 6 7 8 Judge 1 (x) 98 97 95 90 89 88 85 85 Judge 2 (y) 94 97 98 95 92 90 89 85 π=1− Rx Ry d d2 1 2 3 4 5 6 7.5 7.5 4 2 1 3 5 6 7 8 -3 0 2 1 0 0 0.5 -0.5 9 0 4 1 0 0 0.25 0.25 6 ∑ π2 6(14.5) =1− = 0.83 2 π(π − 1) 8(82 − 1) ∑ π 2 = 14.5 Interpretation: The computed π (0.83) indicates a “very high positive correlation” between the ranks. This means that those candidates who received high ranks from the first judge are also the candidates who received the same high ranks from the second judge. Similarly, those candidates who were ranked low by the first judge were also ranked low by the other judge. This means that the rankings of the two judges have a very high degree of agreement. It also implies that as to the selection of Mr. Campus Personality, the two judges have more or less the same taste. Example 2 Ten instructors were rated by third- and fourth-year students on their “master of subject matter” and the results were tabulated. What is the Spearman rho value for the data? At 5% level of significance, determine if there is a significant relationship in the scores obtained by the teachers. Instructor 1 2 3 4 5 6 7 8 9 10 3rd Year (x) 44 45 38 32 46 47 37 35 27 40 4th Year (y) 46 43 40 30 39 37 44 46 48 50 127 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: 1. Ho: There is no significant relationship between the ratings given to the ten instructors by third- and fourth-years students. Ha: There is a significant relationship between the ratings given to the ten instructors by third- and fourth-years students. 2. πΌ = 5% ππ 0.05 3. Spearman rho (π)will be used to test the hypothesis. 4. Computation Instructo r 1 2 3 4 5 6 7 8 9 10 3rd Year (x) 44 45 38 32 46 47 37 35 27 40 4th Year (y) 46 43 40 30 39 37 44 46 48 50 Rx Ry d d2 4 3 6 9 2 1 7 8 10 5 3.5 6 7 10 8 9 5 3.5 2 1 0.5 -3 -1 -1 -6 -8 2 4.5 8 4 0.25 9 1 1 36 64 4 20.25 64 16 ∑ π2 = 215.5 π = 1− = 1− 6 ∑ π2 π(π2 − 1) 6(215.5) 10(102 − 1) = 1 − 1.31 = −0.31 5. df = N – 2 = 10 – 2 = 8 6. Tabular Value: π = 0.643 (from Appendix) 7. Decision Rule: If the computed value is less than the tabular value, accept the null hypothesis. If the computed value is greater than the tabular value, reject the null hypothesis. 8. Since the absolute value of the computed π (0.31) is less than the tabular value (0.643), so the null hypothesis accepted. Hence, there is no significant relationship between the ratings given to the ten instructors by third- and fourth-years students. It implies that the ratings of the third- and fourth-years students are not the same. 128 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 6.2.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. The scores for nine students in history and algebra are as follows: History Algebra 34 31 25 32 16 46 9 23 40 9 7 48 28 31 9 4 Compute the Spearman rank correlation. 2. The left side of Figure 1 displays the association between the IQ of each adolescent in a sample with the number of hours they listen to rock music per month. Determine the strength of the correlation between IQ and rock music using both the Pearson’s correlation coefficient and Spearman’s rank correlation. Compare the results. IQ Rock 99 2 120 0 98 25 102 45 123 14 105 20 85 15 110 19 117 22 90 4 129 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 7: THE MATHEMATICS OF GRAPHS οΆ Learning Objectives At the end of this chapter, the student is expected to: ο· differentiate Eulerian from Hamiltonian graphs; ο· apply Euler and Hamiltonian paths to solve problems; and ο· solve problems using graphs. Introduction Graph theory is a branch of Mathematics that was developed after Leonhard Euler (1707 – 1783), a Swiss mathematician, solved an eighteen century problem involving the seven bridges of Konigsberg in Old Prussia. The city of Konigsberg (now Kaliningrad, Russia) has four districts divided by the Pregel River. Seven bridges connected these districts as shown in the figure below. In Euler’s time, people were puzzled if there is a travel route that would only cross each of the seven bridges exactly one. Euler proved in 1736 that it is impossible to take a stroll that would lead them across each bridge and return to the starting point without traversing the same bridge twice. Problems involving connections such as the seven bridges of Konigsberg is the subject matter of this chapter. At present, graph theory finds many applications in the social sciences (social network sites), computer science (networks of communication), chemistry (chemical structure). Communication arts (networks of communication), and operations research (network analysis). 7.1 Graph A graph is a collection of points called vertices or nodes and line segment or curves called edges that connect the vertices. 130 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD The position of the vertices, the lengths of the edges, and the shape of the edges do not matter in a graph. Sometimes the edges are given orientations and are presented by arrows or are given values (weights). But it is the number or vertices and which of them ae joined by edges that matter most. Graphs can be used to illustrate huge connections such as social networks in Facebook, flight destinations of airlines, the simple community garbage collection route, or even the computer system connectivity in a school. Example: Constructing a Graph Brunei Singapore Kuala Lumpur Ho Chi Minh Bangkok Macau Hog Kong Taipei Seoul Tokyo Manila The following table lists eleven cities connected by Cebu Pacific airline flights. The symbol indicates that the cities have direct flights. Manila Tokyo Seoul Taipei Hong Kong Macau Bangkok Ho Chi Minh Kuala Lumpur Singapore Brunei Draw a graph that presents this information where each vertex represents a city and an edge connects two vertices if the two cities have a direct flight. Use your graph to determine which city has the most and least number of direct flights. Solution: a. Draw eleven vertices (in any configuration you wish) to represent the eleven cities, and connect the vertices with edges according to the table. Seoul Hong Kong Ho Chi Minh Bangkok Taipei Macau Tokyo Kuala Lumpur Singapore Manila 131 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD b. The Manila vertex has nine edges attached to it; hence, Manila has the most number of direct flights. On the other hand, the Macau vertex is connected to only one node; hence, Macau has the least number of direct flights. It is important to note also that the vertex of Brunei is not connected to any node; hence, Brunei does not have a direct flight to any of the ten cities. Some Definitions ο· ο· ο· ο· ο· ο· ο· ο· ο· A loop is the edge connecting a vertex to itself. If two vertices are connected by more than one edge, these edges are called multiple edges. A graph with no loops and no multiple edges is called a simple graph. A path is an altering sequence of vertices and edges. It can be seen as a trip from one vertex to another using the edges of the graph. A graph is connected if there is a path connecting all the vertices. If a path begins and end s with the same vertex, it is called a closed path or a circuit or cycle. Two vertices are adjacent if there is an edge joining them. If every pair of vertices of graph are adjacent, the graph is complete. A complete graph with n vertices is denoted by Kn. The degree of a vertex is the number of edges attached to it. Examples of Graph: Null or Disconnected Graph. The graph below is a null or disconnected graph since it has four vertices but no edges. The degree of each vertex is 0. Graph with a Loop. The loop connects vertex A to itself. The degree of a loop is 2. B A Graph with Multiple Edges. Both graphs G1 and G2 on the next page are connected and have multiple edges connecting vertices A and B. The degrees of vertices of A and B in G 1 are both equal to 3 while that of G2 are both equal to 4. 132 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU G1: MATHEMATICS IN THE MODERN WORLD A B G2: A B Complete Graph. A complete graph is a connected graph in which every edge is drawn between vertices. It should not contain multiple edges. K1: One Vertex: K2: Two Vertices: K3: Three Vertices: K4: Four Vertices: K5: Five Vertices: Let e be the number of edges in a complete graph. From the results above, we find that for: K1: e = 0, degree of the vertex is 0. K2: e = 1, degree of the vertex is 1. K3: e = 3, degree of the vertex is 2. K4: e = 6, degree of the vertex is 3. K5: e = 10, degree of the vertex is 4. 133 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD What about Kn, a complete graph with n vertices? How many edges could we possibly get and what is the degree of each vertex in the graph? The number of edges is equal to: ππ = π(π − 1) 2 for n ≥ 3 while the degree of each vertex is obviously equal to n – 1. 134 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 7.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ Aileen Bien Charles David Erica Fred Gladys X X X X Gladys X X X X X X X X X X X Fred X X X Erica David Charles Bien Aileen 1. An “X” in the table below indicates that the corresponding people are connected on Facebook. Draw a graph in which each vertex represents a name and an edge connects two vertices if the two friends are connected on Facebook. X X X X X X 2. Draw a graph that represents the information given in the table below involving teachers and subjects that are assigned to them in a semester. Mathematics College and Calculus I Number in the Modern Advanced with Analytic Theory World Algebra Geometry X X X Leroy X Joan X X Mark Gil X X Kiervin 135 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 7.2Euler Paths and Circuits Euler Circuits An Euler circuit is a closed path that uses every edge, but never uses the same edge twice. The path may cross through vertices more than once. In the Konigsberg bridges problem, finding a path crosses each bridge exactly once and returning to the starting point is the same as finding an Euler circuit in the graph below. Leonhard Euler Euler proved that the graph does not have an Euler circuit because for an Euler circuit to exist, the degree of each vertex in the graph must be even. Apparently, all the vertices in the Konigsberg bridges problem have odd degrees; hence not Eulerian. Consequently, he formulated the following theorem: Eulerian Graph Theorem A connected graph is Eulerian if and only if every vertex of the graph is of even degree. Note that the Eulerian Graph Theorem only guarantees that if the degrees of all the vertices in a graph are even, an Euler circuit exists, but it does not tell us how to find one. Example 1: Determine whether the following graph is Eulerian. If it is, find an Eulerian circuit. If A it is not, explain why. E B D C 136 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: The degree of each of the vertices is 4 (even); hence, the graph is Eulerian. The path A – D – B – E – C – A – E – D – C – B – A starts at vertex A and ends at vertex A; hence it is circuit. Moreover, it uses all the edges all the edges only once; hence it is an Euler circuit. Euler Path An Euler path is a path that uses every edge in the graph exactly once but it does not start and end at the same vertex. Example 2: Determine whether the following graph is Eulerian. If it is, find a Eulerian circuit. If it is not, can you find an Euler path? C B L K A D J G I H E F Solution: Using the Eulerian Graph Theorem, this graph is not Eulerian since vertices A and J both have odd degrees. But the path A – B – C – D – E – F – G – H – I – J – D – G – A – L – K – J uses every edge without duplication, hence the graph contains an Euler path. Furthermore, it can be noted that the path starts at A but ends at J, the vertices having odd degrees. Euler Path Theorem A connected graph contains an Euler path if and only if the graph has two vertices of odd degrees with all other vertices of even degrees. Furthermore, very Euler path must start at one of the vertices of odd degrees and end at the other. Example 3: An Appointment of Euler Path Theorem Below is the map of all the trails in a national park. A biker would like to traverse all the trails exactly once. a. Is it possible for the biker to plan a trip that traverses all the trails exactly once? 137 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD b. Is it possible for him to traverse all the trails and return to the starting point without repeating any trail in the trip? B A C D E G F Solution: a. By the Euler Path Theorem, the map shows an Euler path since the graph has two vertices of odd degree with all other vertices of even degree. By trial and error, the path A – B – E – F – D – B – C – F – G – C – A – G uses every edge without duplication, hence an Euler path. Thus, it is possible for the biker to plan a trip that traverses all the trails exactly once. The trip starts at point A, a vertex with an odd degree and ends at point G, the other vertex with an odd degree. b. Using the Eulerian Graph Theorem, this graph is not Eulerian since vertices A and G both have odd degrees. Thus, it is not possible for the biker to traverse all the trails and return to the starting point without repeating any trail in the trip. 138 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 7.2 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Determine whether the graph is Eulerian. If it is, find an Eulerian circuit. If it is not, explain why? If the graph does not have an Euler circuit, does it have an Euler path? If so, find one If not, explain why. a. A C B A c. B F C E E G F D D A A b. d. B E B C D E C D 2. For each of the networks below, determine whether it has an Euler path. If it does, find one. a. c. b. d. 139 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 7.3Hamiltonian Paths and Circuits Hamiltonian A Hamiltonian path is a path that visits each vertex of the graph exactly once. A Hamiltonian circuit is a path that uses each vertex of a graph exactly once and returns to the starting vertex. A graph that contains a Hamiltonian circuit is called Hamiltonian. Sir William Rowan Hamilton In Euler circuits, closed paths use every edge exactly once, possibly visiting a vertex more than once. On the contrary, in Hamiltonian circuits, paths visit each vertex exactly once, possibly not passing through some of the edges. But unlike the Euler circuit, where the Eulerian Graph Theorem is used to determine whether it contains an Euler circuit or not, there is no straightforward criterion to determine whether or not a Hamiltonian circuit exists in a graph. Fortunately, the following theorem can help: Dirac’s Theorem Consider a connected graph with at least three vertices and no multiple edges. Let n be π the number of vertices in the graph. If every vertex has degree of at least 2 , then the graph must be Hamiltonian. Example 1: Determine whether the graph below is Hamiltonian or not. If it is, find a Hamiltonian circuit. If it is not, explain why. A C B E G F D 140 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: π There are seven vertices, hence 2 = 3.5. Since vertex A is a degree 2, less than 3.5, Dirac’s Theorem does not apply here. But it does not necessarily follow that the graph is not Hamiltonian. In fact, it is. Consider the path A – B – C – E – D – F – G – A. This path visits each vertex only once in the graph and returns to its starting point, therefore, it is Hamiltonian Example 2: An Application of Hamiltonian Circuits The graph below shows the available flights of a popular airline. An edge between two vertices indicates that there is a direct flight between the two cities. Apply Dirac’s Theorem to verify that the graph is Hamiltonian. Then find a Hamiltonian circuit. Seoul Tokyo Hong Kong Taipei Macau Bangkok Ho Chi Minh Manila Kuala Lumpur Singapore Solution: π There are ten vertices in the graph, so n = 10 and = 5. Now, vertex Manila has nine edges, 2 Tokyo has five, Seoul has six, Teipei has six, Hong Kong has seven, Macau has nine, Bangkok has six, Ho Chi Minh has five, Kuala Lumpur has five, and Singapore has five. Using Dirac’s π Theorem, if each vertex has a degree of at least 2 = 5, then the graph is Hamiltonian. This means that the graph contains a circuit that visits each vertex and returns to its starting point without visiting a vertex more than once. By trial and error, one Hamiltonian circuit is Manila – Tokyo – Seoul – Hong Kong – Macau – Bangkok – Ho Chi Minh – Kuala Lumpur – Singapore – Manila. In example 2, there is a number of different paths which are Hamiltonian. For example, Manila – Tokyo – Seoul – Hong Kong – Macau – Bangkok – Ho Chi Minh – Kuala Lumpur – 141 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Singapore – Taipei – Manila is another Hamiltonian circuit that represents a sequence of flights that visits each city and returns to the starting city without visiting any city twice. Although generally the lengths of the edges do not matter in the graph, there is now concern over the route that minimizes the distance travelled. In other words, there is a need to know which of these Hamiltonian routes is the cheapest. Hence, it is but important that one focuses on the distances between cities. These distances can be presented using weighted graphs. Weighted Graphs A weighted graph is a graph in which each edge is associated with a value, called weight. Example 3: An Application of Hamiltonian Circuits Cebu Cagayan de Oro Davao Palawan Ozamis Manila Cebu Cagayan de Oro Davao Palawan Ozamis Manila The table below lists down the distance (miles) between the cities having direct routes as well as the corresponding distances between them. 355 485 355 137 485 137 - 589 240 118 358 354 414 477 148 64 589 358 477 240 354 148 118 414 64 495 133 495 363 133 363 - a. Draw a graph that represents this information where each vertex represents a city and an edge connects two vertices if the two cities have a direct flight with their corresponding weights. b. Find two different routes that visit each of the places and return to its starting point without visiting any city twice. Compare the total number of miles travelled by each of these routes. Solution: a. The graph along with the weights of the edges is shown on the next page. b. One Hamiltonian circuit is Ozamis – Cagayan de Oro – Cebu – Palawan – Manila – Davao – Ozamis. The total distance travelled is 64 + 137 + 354 + 358 + 589 + 133 = 1,635 miles. Another node route is Ozamis – Davao – Cagayan de Oro – Palawan – Cebu – Manila – Ozamis. This circuit has a total distance of 133 + 118 + 414 + 354 + 355 + 477 = 1,851 miles. Obviously, the first node route is shorter than the second. 142 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 355 Manila Cebu 148 477 354 455 358 589 Ozamis Palawan 363 64 240 414 133 137 495 Davao Cagayan de Oro 118 In Example 3, we computed two Hamiltonian routes. But these results do not guarantee that one of them is the shortest distance travelled. From the solution in Example 3, is Ozamis – Cagayan de Oro – Cebu – Palawan –Manila – Davao – Ozamis the shortest route? There is no guarantee. If this is the case, how can the shortest route be determined after visiting all the cities exactly once and going back to the origin city? One method is to down all the Hamiltonian circuits, compute the total weight, and choose the smallest total weight. Unfortunately, this is tedious especially when the number of possible circuits is too large. However, there are two algorithms, the greedy algorithm and the edge-picking algorithm, that can help in finding a good solution. Note that both of these algorithms apply only to complete graphs. The Greedy Algorithm 1. Choose a vertex to start at, and then travel along the connected edge that has the smallest weight. (if two or more edges have the same weight, pick any one.) 2. After arriving at the next vertex, travel along an edge of the smallest weight that connects to a vertex not yet visited. Continue this process until you have visited all vertices. 3. Return to the starting vertex. Example 4: Aaron, Belle, Carol, Donna, Eric, and Fe are best of friends. The figure below shows the distances (in kilometers) from a friend’s place to another. If Aaron wants to visit each of his friend’s houses exactly once, what is the shortest route that he must take? Aaron Carol 13 12 1 3 5 7 8 4 Fe Eric 6 14 15 2 11 Belle 9 10 Donna 143 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Solution: Using the Greedy Algorithm To find the least route that Aaron can take, one can find a Hamiltonian circuit using the greedy algorithm. By trial and error, one Hamilton circuit is from Aaron’s house – Belle’s house – Carol’s house – Donna’s house – Eric’s house – Fe’s house – Aaron’s house. The total weight of the circuit is 1 + 2 + 3 + 9 + 6 + 12 = 33. But there are other Hamiltonian circuit from Aaron’s house. Consider the Hamiltonian circuit from Aaron’s house – Eric’s house – Fe’s house – Carol’s house – Donna’s house – Belle’s house and back to Aaron’s house. The total weight of this circuit is 5 + 6 + 7 + 3 + 10 + 1 = 32. Ironically, this circuit has a weight lesser than the weight of the circuit derived using the greedy algorithm. Thus, the greedy algorithm only attempts to give a circuit of minimal total weight, although it does not always succeed. The Edge-Picking Algorithm 1. Mark the edge of the smallest weight in the graph. (If two or more edges have the same weight, pick any one.) 2. Mark the edge of the next smallest weight in the graph, as long as it does not complete a circuit and does not add a third marked edge to a single vertex. 3. Continue this process until you can no longer mark any edges. Then mark the final edge that completes the Hamiltonian circuit. 13 12 1 3 5 7 8 4 6 Fe Eric 15 14 2 11 9 Solution: Using the Edge-Picking Algorithm To find the route with the least distance that Aaron can take, one can find a Hamiltonian circuit using the edge-picking algorithm. First, mark the line segment from Aaron’s house to Belle’s house, of weight 1. Next, mark the segment from Belle’s to Carol’s house, of weight 2, followed by Carol’s to Donna’s house, of weight 3, followed by Eric’s to Fe’s house, of weight 6. Take note that we cannot mark the segment from Eric’s house to Aaron’s house because it can complete a circuit. Also, we cannot mark the segment from Carol’s to Fe’s house because it can make the third marked edge on a vertex. Finally, to complete the circuit, we mark the line segment from Fe’s house back to Aaron’s. The final Hamiltonian circuit, of the total weight 1 + 2 + 3 + 6 + 9 + 12 = 33, is Aaron’s house – Belle’s house – Carol’s house – Donna’s house –Eric’s house – Fe’s house and back to Aaron’s house. A Hamiltonian circuit forms a complete loop so we can 144 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD actually start from any of the vertices. It is important to note that we can reverse the direction in which we follow the circuit. 145 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 7.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. A garbage collector would like to collect the garbage in all the streets of a subdivision along a shortest possible path. Is this an Eulerian or Hamiltonian problem? Explain why? 2. A school bus driver would like to bring the kids back to their homes along a least expensive route. Is this an Eulerian or Hamiltonian problem? Explain why? 3. Below is the map of streets in a subdivision. A garbage collector would like to collect the garbage of residents along a shortest possible path. a. Is it possible for the garbage collector to find the most efficient route to collect all the garbage with no street to be traversed more than once? b. Is it possible to plan a trip that traverses all the streets and returns to the starting point without repeating any street in the trip? 4. Determine whether the graph is Hamiltonian. If it is, find a Hamiltonian circuit. If it is not, explain why. A A a. b. F F B E G J B E I C D D H C 146 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 7.4Graph Coloring Graph coloring started in the mid-1800’s when Francis Guthrie tried to color the map of England so that it would be easy to distinguish the countries sharing a common border. He made sure that countries with the same border must have different colors. After many attempts, he found out that a maximum of four colors we required to color the map. In graph coloring, each vertex of a graph will be assigned one color in such a way that no two adjacent vertices have the same color. The interesting idea here is to determine the minimum number of distinct colors to be used so that each vertex of a graph is colored such that no two adjacent vertices have the same color. A practical application of the graph coloring problem is in scheduling meetings or events. Planar Graph A planar graph is a graph that can be drawn so that no edges intersect each other (except at vertices) A A Non - Planar Planar The Chromatic Number of a Graph The minimum number of colors needed to color a graph so that no edge connects vertices of the same color is called the chromatic number. 2-Colorable Graph Theorem A graph is 2-colorable if and only if it has no circuits that consist of an odd number of vertices. Four-Color Theorem The chromatic number of a planar graph is at most 4. 147 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Example 1: Consider the complete graphs K4 and K5. Determine their chromatic number. Solution: First, assign vertex A with one color, say red, then vertex B with another color, say blue. Since you cannot color two adjacent vertices using the same color, use green to color the vertex C, and finally, yellow to color the vertex D. Thus, K4 is four-colorable. It is important to note that K4 is planar, hence the Four-Color Theorem is satisfied. A B C D Previously, it is seen that K5 is not planar so the Four-Color Theorem does not hold here. Now, assign each vertex of the graph with one color in such a way that no two adjacent vertices have the same color as shown below. Thus, the chromatic number of K5 is 5. Can you find the chromatic number of K8? E F I H G Example 2: Six college accreditation committees need to hold meetings on the same day, but some teachers belong to more than one committee. In order to avoid members missing meetings, the meetings need to be scheduled at different time slots. An “X” in the table on the next page indicates that the two corresponding committees share at least one member. Use graph coloring to determine the minimum number of time slots necessary to ensure that all faculty members can attend all meetings. 148 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU Faculty Instruction Faculty Development Outreach Program Physical Facility Library Facility Student Welfare X X X X X X X X X X X X X X X X X X Student Welfare (SW) Library Facility (LF) Physical Facility (PF) Outreach Program (OP) Faculty Development (FD) Committee Faculty Instruction (FI) MATHEMATICS IN THE MODERN WORLD X X X X - Solution: First, draw a graph representing the six committees using six vertices or nodes in any configuration. An edge connects two committees that share at least one member. Then assign each vertex of the graph with one color in such a way that no two adjacent vertices have the same color. FD FI OP SW LF PF Obviously, the graph is not 2-colorable because there are circuits of odd length, but the graph is 3-colorable. Hence, the minimum number of time slots necessary to ensure that all faculty members can attend all meeting is 3. First time slot: Faculty Instruction, Student Welfare Second slot: Faculty, Outreach Program Third slot: Library Facility, Physical Facility Example 3: The fictional map on the next page shows the boundaries of barangays on a rectangular town. a. Represent the map of a graph b. Find a coloring of the graph using the fewest possible number of colors 149 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD c. Color the map according to the graph coloring theorem. Solution: First, represent each barangay using vertices A, B, C, D, E, F, G, H, I, and J. G H A I J F B D E C Second, connect two vertices with an edge if the two barangays share the same boundary. Third, color the vertices of the resulting graph so that no edge connects two vertices with the same color. Coloring is not unique. H G A J I B D F C E 150 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Finally, color each barangay in the map according to the color of its assigned vertex in the previous step. H A G J I F B C D E 151 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 7.4 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Color the graph according to the graph coloring concepts discussed in section 7.4. A Determine its chromatic number. F B E C D 2. The fictional map below shows the boundaries of countries on a rectangular continent. a. Represent the map as a graph b. Find a coloring of the graph using the fewest possible number of colors. c. Color the map accordingly using one of the graph coloring theorems. 152 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Debate Club Student Publication Fitness Club X X X X X X X Fitness Club X Arts Club X Science Club Student Council X X X X Student Publication Student Council Science Club Arts Club X Debate Club Honor Society Math Club Honor Society Club Math Club 3. Eight senior high-school student clubs need to hold meetings on the first day of school. However, some students belong to more than one of these clubs so clubs that share members cannot meet at the same time. How many different time slots are required so that all members can attend all meetings? An “X” in the table below indicates that the two corresponding clubs share at least one member. Use graph coloring concepts to solve the minimum number of time slots necessary to ensure that all members can attend all meetings. X X X X X X X X 153 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 7.5Trees A tree is a mathematical structure which is a type of graph which has the following properties: 1. undirected; 2. connected (each of the vertices is connected or linked to at least one other vertex); and 3. acyclic (there is only on route from any vertex to any other vertex or has no cycle). An example of a tree is the Philippine Judiciary Organization Chart as shown in the figure below. Some common terminologies related to the graph of trees are illustrated in the following diagram. a root a b' b internal vertices b' b parent of e c d e d' c' c d d' c' terminal vertices child of vertex d e 154 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD A full m-ary tree is a tree in which all external vertices are at the same time depth or has exactly m children. Tree T1 in the following figure has exactly two children per vertex and hence is called a full binary tree. Tree T2 is a full ternary tree because each vertex has three child vertices. T2 T1 The height of a rooted tree is the number of edges along the longest path from the root vertex to the farthest child vertex. Given a full m-ary tree T of height h, T has: π£= i. πβ+1 −1 π−1 vertices; πβ −1 π = π−1 internal vertices; and ii. π‘ = πβ terminal vertices. iii. The most common application of the tree is determining the number of matches that must be played to determine the champion in a single elimination tournament. Example 1: A local basketball league implements a new ruling of single-elimination wherein a team is eliminated after a single loss. If there are 16 teams to compete in the tournament, how many matches must be played to determine the champion? Solution: The number of teams represent the terminal vertices so t =16. It is a binary tree since there are two teams competing in each ball-game, thus m = 2. Substituting the values of t and m to determine the number of internal vertices, we get: π= πβ − 1 16 − 1 = = 15. π−1 2−1 Thus, there will be 15 matches before a champion will be declared. 155 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 7.5 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. The NBA League will implement a new game rule of single-elimination in which a team is to be eliminated after a single loss. If there are 32 teams to compete in the tournament, how many matches must be played to determine the champion? 2. The PBA League also plans to follow the new NBA ruling of single-elimination. If there are 2 teams to compete in the tournament, how many matches must be played to determine the champion? To help the participants understand the scheduling of the games, draw a full binary tree and explain how your proposed scheduling will work until the champion is proclaimed. 156 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Chapter 8: THE MATHEMATICS OF PATTERNS AND SYMMETRIES οΆ Learning Objectives At the end of this chapter, the student is expected to: ο· draw the image of a polygon after the reflection and specified rotation; ο· use geometric concepts, especially isometries in describing and creating designs; and ο· Apply concepts in geometry for the enrichment of Filipino culture and arts. Introduction The Fibonacci sequence of numbers {1, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89, …} was already discussed in Chapters 1 and 4. Each number in the sequence is the sum of two consecutive numbers before it. There is an underlying pattern in the sequence since each number is generated by repeated applicaton of an operation to get the succeeding numbers. This is an example of a numerical pattern. What about logical patterns? Have you tried taking an IQ test? Patterns may be numerical, logical, or geometric. This lesson focuses on geometric patterns and in particular, isometries. The four types of transformations, symmetry, and pattern, tessellation, and fractal geometry will be discussed in this chapter. It is ideal to start with the concept of motif. Any artistic creation starts with a motif. According to Grunbaum and Shephard (1987), a motif is “any non-empty plane set”. Any object drawn in a plane is a motif. When you repeat the drawing of the fish in the plane not only once, but several times, you have a pattern. A pattern can be described as “repetition of a ‘motif’ in the plane” (Grunbaum and Shephard, 1987). An isometry is the rotation of a motif in a fixed angle about a fixed point. Each rotation of a figure is an isometry. The image of the basic motif under the additional number of rotations is a pattern (Renee Scott, 2008). 8.1Transformations and Isometries Transformation The four types of transformations in the plane are rotation, translation, reflection, and dilation. Rotation turns a figure about a certain point in a plane. The figure below shows the rotation of a polygon. The basic motif here is the polygon. Translation slides a figure in any particular direction or distance. Reflection mirrors a figure over a line. Dilation shrinks or expands a figure by some scaling factor. Each side of the polygon gets smaller or larger with the same scale. Translation Reflection Rotation Dilation 157 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD The motif of the next figure is a bicycle. You can see the bicycle translated, reflected, rotated, and dilated. The basic motif on the next figure is an equilateral triangle. A triangle is translated, changed places from left to right or from down up. The triangle motif also undergoes rotation. Rotating the equilateral triangle by 60° clockwise, the side that looks like the shorter diagonal of a parallelogram becomes one side of the rotated triangle. Reflection can be observed along the vertical lines dividing the panels. Each observed along the vertical lines dividing the panels. Each triangle is mirrored to the other side of the vertical lines. There is no dilation here since all triangles are of the same size. 158 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Translation and reflection can be combined to yield an effect shown below. This transformation is known as glide reflection. It is a combination of a translation and a reflection. Glide Reflection Isometries There are four transformations but only three of them are isometries. These isometric transformations are reflection, rotation, and translation. The characteristics of an isometry is that the original figure and the resulting figure after a transformation are congruent. Dilation is a result of stretching or shrinking of an object. Hence, the mew figure is no longer congruent to the original one. This makes dilation not an isometry. Isometries are also formed from transformations consisting of any combinations of the three operations. A combined translation and reflection is called glide reflection. Another isometry is obtained after a reflection is followed by a rotation as shown in the figure below. Here is how to do this transformation with a triangle. First, draw three circles centered at the rotation point. Each circle passes through the vertices of the triangle. Rotate each of the three vertices by any desired angle. Then connect the three rotated vertices which forms the rotated triangle. 159 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 8.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Work on the following activity and answer the following questions below. a. Draw the image of the given polygon under a reflection in a mirror line AB. A A B B b. Draw the image of the given quadrilateral under the specified rotation: b.1 Counter clockwise at 90° arount point O. b.2 Clockwise at 90° arount point O. B O A 160 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD c. Create a tiling design by translating the polygon below. d. Combine translation and reflection to create a glide reflection of the figure below. 161 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 8.2 Symmetry There are many objects in nature that are symmetrical. The letter M for instance is symmetrical, whereas the letter G is not. Your face is symmetrical and, in fact, the human body also symmetric. The picture of the cathedral below is symmetric. Why is that so? Imagine a vertical line from the tip of the crucifix to the bottom of the church door. The distance of each point on the right side of the façade to this imaginary vertical line is exactly the same as the distance of each point on the left side. The left side and right side wings of the butterfly (see the figure below) is also symmetrical. The leaves and the eagle as well are symmetries. In a previous section, it was discussed that the combined isometric transformation of translation followed by reflection yields a glide reflection. Recall the concept of composition of functions in Algebra. The composition of a function f and a function π is denoted by (π β π)(π₯ ) = π(π(π₯ )). Here, the variable x is first applied to the function f. This notion of composition in Algebra is closely related to the transformation of the figure due to a glide reflection. First, the figure was translated, and then reflected. This composition of isometries in the plane is called a 162 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD symmetry. Mathematically, it simply means mapping the pattern in the plane back onto itself. There are three broad types of symmetries. These are the rosette patterns, the frieze patterns, and the wallpaper patterns. The rosette pattern, has only one reflections and rotation, and has no translations or glide reflections. The frieze pattern has reflections and rotations. It has reflections and rotations. It also contains translations and glide reflections but only along one line. The third type of symmetry is the wallpaper pattern which has rotations, reflections, and glide reflections. This symmetry group also has translations in two linearly independent directions. Consider the figure below. One can perform seven rotations about its center point and seven reflections along some lines passing through the center point. Each of these symmetric transformations generates a new figure that overlaps with the original figure. It takes seven rotations of an angle – 51.43° to get the figure back to its original position. For the reflections, imagine a line between each pair of adjacent figures. These are seven lines for this figure which determine the seven reflections. This group of seven rotations and seven reflections is called the symmetric group D7. In general, any symmetric group involving reflections and rotations are called dihedral group. Rosette Goups Consider another symmetry group consisting of 12 rotations. Examine the figure below. Its center point is located on the center circle. Unlike the case above, any reflection cannot be done on this object because it will not generate a figure that overlaps with the original figure. Hence, the figure below has a symmetry of 12 rotations and which is called R12 illustrate the larger class of rosette group of symmetry 163 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Frieze Groups Now consider a symmetry without a center point, and translate the figure to the right. The figure below has a motif consisting of four pairs of rectangles, each pair of the same size. This motif completes the figure by moving it to the right or left at a fixed distance. This translation symmetry belongs to the frieze group of symmetries and is called a frieze pattern. The distance of translation is minimum. With this restriction there are only seven frieze groups. The other frieze groups have a combination of translation with rotation and translation with reflection (Eck, n.d.). The following are Conway’s seven frieze group patterns (“Frieze Patterns”, 2013) 1. Hop. This pattern only involves translation. 2. Step. The second frieze pattern is a combination of translation and reflection shown by the following figure. Conway also called it glide reflection symmetry. 3. Sidle. The third consists of translation and vertical reflection symmetries. 4. Spinning Hop. The fourth contains translation and rotation (by a half-turn or rotation at 180° angle) symmetries. 164 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 5. Spinning Sidle. The fifth contains translation, glide reflection and rotation (by a halfturn or rotation at 180° angle) symmetries. 6. Jump. The sixth contains translations and horizontal reflection symmetries. 7. Spinning Jump. Finally, the seventh frieze pattern contains all symmetries (translation, horizontal and vertical reflection, and rotation). Wallpaper Groups If translation symmetry is added in a second, independent direction, one gets wallpaper groups. It turns out that there are only 17 different wallpaper groups (again, considering only discrete groups). Below are some examples. These were made using the groups p6m, pgg, and p4m, respectively from the left to right. As always, you have to imagine the patterns extended infinitely in all directions. 165 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD If a wallpaper group has any rotational symmetry, then the smallest rotational symmetry must be one of 180°, 120°, 90°, or 60° angle. A wallpaper group can also have reflection symmetries and glide reflection symmetries. An “m” in the group name indicates a reflection symmetry, while “g” indicates glide reflection symmetry. 166 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 8.1 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. The human face is an imperfect symmetry. How would you look if half of your face is the reflection of the other? Paste it in ta short bond paper. 2. Mark all symmetries for each frieze group pattern. That is, identify and mark all translations, rotations, reflections and glide-reflections if present. a. b. c. 3. For each of the patterns (a) through (c) shown below, determine the wallpaper symmetry group exhibited by the pattern. Show in detail how you determined the group. a b c 167 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 8.3Tessellations A tessellation is a pattern covering a plane by fitting together replicas of the same basic shape. The word tessellation comes from Latin word tessera, which means a square tablet or a die used in gambling. Snake Skin Honeycomb Tessellations have been created by nature and man either by accident or design. Examples range from simple hexagonal pattern of the bees’ honeycomb, snake skin, or a tiled floor to intricate decorations used by the Moors in 13th century Spain or the elaborate mathematical, but artistic, mosaics created by Maurits Cornelis Escher in the 20 th century. Although Sumerians used mosaics as early as 4000 B.C., Escher came to be known as the “Father of Tessellations”. Some of Escher’s famous tessellations are Horsemen, Lizard, and Snakes. Horsemen Lizard Maurits Escher Snakes In geometry terminology, a tessellation is a pattern resulting from the arrangement of regular polygons to cover a plane without any gap or overlap. The patterns are continuously repeated (Scott, 2008). 168 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Regular Tessellation A regular tessellation is a tessellation made up of congruent regular polygons. It has the following properties: 1. The tessellation must tile a floor (that goes on forever) with no overlaps or gaps. 2. The tiles must be the same regular polygons. 3. All vertices must look the same. Vertex The three regular tessellations are shown below: Hexagon πβπβπ Squares πβπβπβπ Triangles πβπβπβπβπβπ How to name a tessellation? Step1. Find the regular polygon with the least number of sides. Step 2. Find the longest consecutive run of this polygon, that is, two or more repetitions of this polygon around the vertex. Step 3. Indicate the number of sides of this regular polygon. Step 4. Proceeding in a clockwise order, indicate the number of sides of each polygon as you see them in the arrangement. Examples: π β ππ° = πππ° Triangular Tiling πβπβπβπβπβπ or ππ Downloaded by fjdh fjdh (fjdh49134@gmail.com) 169 | P a g e lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD ππ° ππ° ππ° ππ° π β ππ° = πππ° π β πππ° = πππ° Square Tiling π β π β π β π or ππ Hexagonal Tiling π β π β π or ππ Can other regular polygons tessellate? Pentagon? Heptagon? Octagon? 170 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Semi-Regular Tessellations Semi-regular tessellations (or Archimedean tessellations) are regular tessellations of two or more different polygons around a vertex and each vertex has the same arrangement of polygons. Vertex Trihexagonal Tiling πβπβπ βπ Vertex Truncated Square Tiling πβπβπ Vertex Snub Square Tiling πβπβπβπβπ 171 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Demi-Regular Tessellations A demi-regular tessellation is an edge-to-edge tessellation, but the order or arrangement of polygons at each vertex is not the same. p4m, *442 p4g, 4*2 pgg, 2× p6m, *632 (33.42; 32.4.3.4)1 (33.42; 32.4.3.4)2 (36; 32.62) p6m, *632 p6m, *632 p6m, *632 p6m, *632 (36; 32.4.3.4) (3.4.6.4; 32.4.3.4) (3.4.6.4; 33.42) (3.4.6.4; 3.42.6) (3.12.12; 3.4.3.12) 172 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 8.3 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Name the following semi-regular tessellations. a.____________________ b.____________________ c.____________________ d.____________________ e.____________________ f.____________________ 2. Name the following demi-regular tessellations. a.____________________ b.____________________ c.____________________ 173 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD 8.4Fractals There are figures that are very interesting, mathematically speaking. These figures can be found in nature. Take for instance the Barnsley Fern below. The fern is created by the computer. See how each branch of the leaf is intricately designed. Each branch becomes smaller and smaller but with a scaling factor. Each point of the fern has an exact location in the xy plane determined by a function. The function which iterates a figure to make it smaller and smaller or bigger and bigger using a scaling factor is called fractals. What are fractals? Fractals are mathematical constructs characterized by self-similarity. This means that as one examines finer and finer details of the object, the magnified area is seen to be similar to the original but is not identical to it. Two objects are self-similar if they can be turned into the same shape by either stretching or shrinking (and sometimes rotating). The family of ducks below is similar but not self-similar because the ducklings only look the same without regard to measurement. 174 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD On the other hand, the school of fish below is self-similar because a uniform stretching and shrinking made them all the same. Here, the uniform stretching and shrinking is done by a scaling factor. Self-similar objects do not have beginning or ending, and they form an endless sequence. A fractal is “a geometric pattern that is repeated at ever smaller scales to produce irregular shapes and surfaces that cannot be represented by classical geometry”. It comes from the Latin adjective “fractus” or verb “frangere” which means to break. Fractal geometry is a discipline named and popularized by the mathematician Benoit Mandelbrot (1924-2010). This category of geometry describes a set of curves many of which were rarely seen before the advent of computers. Mandelbrot wrote The Fractal Geometry of nature (1997) and he started: “Clouds are not spheres, and bark is not smooth, nor does lightning travel in a straight line.” Some popular fractals below are Sierpinski triangle, Pascal’s Triangle, Koch snowflakes, fractal trees, and Barnsley ferns. Benoit Mandelbrot 175 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD In summary, a fractal is a geometric shape which: 1. is self-similar, and 2. has fractional (fractal) dimension. Fractals are about four things: fractions, functions, graphs, and imaginary numbers. Fractal geometry is a useful tool in quantifying the structure of a wide range of objects in nature, from pure mathematics, through physics and chemistry, to biology and the medical sciences like on pathology, neuropsychiatry, and cardiology. Some fractals that can be found in nature are the following: Fractals offer artists a way to create imaginary landscapes with the help of technological tools. Many movie backgrounds are created using fractal graphics. 176 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Iteration Iteration means repeating a process over and over again. In Mathematics, iteration means repeating a function over and over. The Iteration Function System (IFS) is a method for generating fractals involving a large number of calculations of a simple formula. Recursion is a special kind of iteration. With recursion, there is given starting information and a rule for how to use it to get new information. Then the rule is repeated using the new information as though it were the starting information. What comes out of the rule goes back into the rule for the next iteration. A classic example of a recursion is the Fibonacci sequence. The scaling factor is a fraction, with a value of less than 0.1, used to specify the distance from one plotted point to the next plotted point relative to the distance from the original plotted point to one of the fixed points. The scaling factor ultimately governs how diffused or focused the resulting fractal pattern will be. The fractal picture below illustrates the notion of iterating a geometric construction. Example 1: The Cantor Set The cantor set is a fractal that can be formed using IFS. The Cantor set is formed by the following algorithm. Step 1: Begin with the set [0,1]. Step 2: Divide the existing segments into thirds. 177 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Step 3: Remove the middle third. Step 4: Go to Step 2. Dimensions In Euclidean geometry, a one-dimensional line segment has only one length, a twodimensional triangle covers an area in a plane, and a three-dimensional pyramid occupies a volume in space. A line segment is one-dimensional, a triangle or square is two-dimensional, and a pyramid or cube is three-dimensional. Intuitively, dimension has something to with the number of distance measurements needed to specify the size of an object in the Euclidean world. For fractal objects such as, the Cantor set, the Sierpinski triangle, among others, the dimension cannot be determined by simply counting the number of distance measurements. What is the dimension of a fractal object that is fractured and scattered in space? Many resort to a definition of dimension based on the concept of capacity, that is, how much space on object actually takes up in reality. First, the capacity definition is applied to a line, triangle, and cube to recover the Euclidean dimensions 1, 2, and 3, respectively. It is then found that the fractal dimension d is not necessarily a whole integer but can be take on any value between the integers. The formula for the dimension of a fractal is: log π π= 1 log π where: r = ratio of the length of the new object to the length of the original object n = the number of the new objects Example 2: Sierpinski Triangle or Sierpinski Gasket 178 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD One classic example of self-similarity is Sierpinski triangle or Sierpinski gasket. Let an equilateral triangle be decomposed into three congruent figures, each of which is exactly half the size of the original triangle. If any of the three smaller pieces is magnified by a factor of two, an exact replica of the original triangle is obtained. That is, the original triangle consists of three selfsimilar copies of itslelf, each with the magnification factor of two. The Sierpinski triangle can be constructed as follows: Step 1: Begin with an equilateral triangle (although the actual shape does not really matter). Step 2: Find the midpoint of each side. Step 3: Connect the midpoints by a straight line. Step 4: Observe that you created three or more triangles, one on top and two at the bottom. The middle triangle is hollow. Step 5: Repeat the process with all three triangles. First Iteration Observe the two triangles above. The first is the original equilateral triangle with sides measuring one unit each. The recursive procedure is to replace the triangle with three smaller triangle shares a vertex with the large triangle. Repeat the procedure. Note that in the first iteration, the triangle has 3 “miniature” triangles. Each side is half the length of a side of the original triangle. Each “miniature” triangle looks exactly like the original triangle when magnified by a scaling factor or magnification. Take the result and repeat (iterate). Second Iteration Third Iteration 179 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Notice that the lower left portion of the triangle is exactly the same as the entire triangle when magnified by a factor of two. It is self-similar. Fourth Iteration Fifth Iteration Thus, the Sierpinski triangle or gasket begins as an equilateral triangle, with each side as one unit but as the recursive procedure (replacing the triangle with three smaller congruent equilateral triangles such that each smaller triangle shares a vertex with the large triangle) continues without end, the area of the triangle converges to zero. The fifth iteration in the figure above shows a very large number of iterations. Could you believe that the Sierpinski triangle does not have an area? 180 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD EXERCISES 8.4 Name: ______________________________________________Score: ____________________ Section: _____________________________________________Date: _____________________ 1. Create a fractal by starting with a line segment, dividing the segment into four equal lengths, and replacing both the second and the third sections by two segments whose lengths are one-fourth the length of the original segment. Repeat this process to four iterations. Find the dimension of this fractal. 2. Create a fractal by starting with a square, dividing each line segment into three equal lengths, and replacing the middle third of each side with three line segments whose lengths are one-third the length of the original segment. This is the first iteration. Repeat this process and draw the next iteration of this fractal. Find the dimension of this fractal. 3. Draw the first to fourth iterations of the Sierpinski triangle and complete the table below by finding: a. The number of new triangles drawn at each stage. b. The length of each side of the triangle drawn at indicated iteration. c. The area of each new triangle. d. The total area of all triangles. Iteration Number of Triangles Length of Sides Area of Each Triangles Area of All Triangles First Second Third Fourth 181 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD REFERENCES Artmann, B. (2018). Euclidean Geometry. In Encyclopedia Britannica. Retrieved from https://www.britannica.com/topic/Eucledian-geometry Aufmann, R. et al. (2018). www.cenage.com/students/MINDTAP Mathematical 4th Excursions Edition. Baltazar, E. C. et al. (2013). Mathematics in the Modern World. Quezon City: C&E Publishing, Inc. Bayer, D. (2003). The Seventeen Wallpaper Patterns. http://www.math.columbia.edu/~buyer/symmetry/wallpaper Retrieved from Connors, M. A. (2018). Exploring Fractals: From Cantor dust to the Fractal Skewed Web. Department of Mathematics and Statistics, University of Massachusetts Amhest. Retrieved from http://www.math.umass.edu/~mconnors/fractal.html Coolmath.com. (2018). What are tessellations? Retrieved from http://www.coolmath.com/lessontesellations-1 Grunbaum, B. &Shephard, G.C. (1987). Tilings and Patterns. New York, NY: W. H. Freeman and Company. Ikenega, B. (2009). Truth Tables, Tautologies, and Logical Equivalences. Retrieved from http://sites.millersville.edu/bikenaga/math-proof/truth-tables/truth-tables.html Knott, R. (2013). Life and Numbers of Fibonacci. Plus Magazine. Retrieved March 9, 2018, from https://plus.maths.org/content/life-and-numbers-fibonacci Markowsky, G. (1992). Misconceptions about the Golden Ration. The College Mathematics Journal, 23(1), 2-19, doi: 10.1080/07468342.1992.11973428 Mathematical Association of America. (n. d.). Frieze Patterns. Retrieved from https://www.maa.org/sites/default/files/images/upload_library/4/vol1/architecture/Math/s even.html MathIsFun. (2015). Nature, the Golden Ratio and Fibonacci too… Retrieved March 9, 2018, from https://www.mathisfun.com/numbers/nature-golden-ratio-fibonacci.html MathIsFun. (2016). Fibonacci Sequence. Retrieved March https://www.mathisfun.com/numbers/fibonacci-sequence.html MathIsFun. (2017). Tessellation. Retrieved March https://www.mathisfun.com/geometry/tessellation.html MathIsFun. (2017). Tower of Hanoi. Retrieved https://www.mathisfun.com/games/towerofhanoi.html March 9, 9, 9, 2018, from 2018, from 2018 from 182 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com) lOMoARcPSD|27097660 PRMSU MATHEMATICS IN THE MODERN WORLD Meisner, G. (2012). The Golden Sectionn in Nature: Animals. The Golden Numer. Retrieved from https://www.goldennumber.net/nature Nocon, R.C. & Nocon, E.G. (2018). Essential Mathematics for the Modern World. Quezon City: C&E Publishing, Inc. Quintos, R.T. et al. (2018). Mathematics in the Modern World. St. Andrew Publishing House Simmons, J. R. (n.d.). Fibonacci Numbers and Nature. Retrieved March 9, 2018 from http://jwilson.coe.uga.edu/EMAT6680ProjectFibonacci.html Sirug, W. (2017). On Tessellation. [Powerpoint Presentation]. CEU Graduate School. 183 | P a g e Downloaded by fjdh fjdh (fjdh49134@gmail.com)