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Linearization

MATH161
Reference: Stewart 2.9  •  Chapter: 2  •  Section: 9

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Linearization

Why Approximate with a Line?

Here's a problem: you need to compute $\sqrt{4.02}$ without a calculator. The exact value is irrational and impossible to write down. But notice that $4.02$ is very close to $4$, where we know $\sqrt{4} = 2$ exactly.

The key insight is that near any point where a function is differentiable, the function looks almost exactly like its tangent line. If you zoom in far enough on a smooth curve, it becomes indistinguishable from a straight line. So instead of computing $f(x)$ (which may be hard), we compute values on the tangent line (which is always easy—it's linear!).

This "tangent line as a function" has a special name: the linearization.

Prerequisite Map

This skill
Linearization

Quick Reference

Property Value
Concept Linear Approximations and Differentials
Chapter 2.9
Difficulty Intermediate
Time ~20 minutes

Key Concepts

The Linearization Formula

If $f$ is differentiable at $a$, the linearization of $f$ at $a$ is:

$$\boxed{L(x) = f(a) + f'(a)(x - a)}$$

This is simply the tangent line at $(a, f(a))$, rewritten as a function.

Symbol Meaning
$a$ The base point (where we know exact values)
$f(a)$ The function value at the base point
$f'(a)$ The slope of the tangent line at the base point
$L(x)$ The linear function approximating $f$ near $a$

The Linear Approximation

The linear approximation (or tangent line approximation) says:

$$f(x) \approx L(x) = f(a) + f'(a)(x - a) \quad \text{when } x \text{ is near } a$$

The approximation improves as $x$ gets closer to $a$.

Geometric Picture

        y
        │           curve y = f(x)
        │         /
        │       ●───────── tangent line L(x)
        │      /│
        │    /  │ f(a)
        │  /    │
        │/      │
        ├───────┼───────── x
                a

Near $x = a$, the curve and tangent line are nearly identical. Farther away, they diverge.

Why This Works

By the definition of the derivative, as $x \to a$:

$$\frac{f(x) - f(a)}{x - a} \to f'(a)$$

Rearranging: $f(x) - f(a) \approx f'(a)(x - a)$, so $f(x) \approx f(a) + f'(a)(x - a) = L(x)$.

The derivative tells us the best linear approximation to a function near a point.

Standard Linearizations at $a = 0$

These are worth memorizing for quick estimates:

Function Linearization at $a = 0$
$\sqrt{1 + x}$ $1 + \frac{1}{2}x$
$(1 + x)^n$ $1 + nx$
$\sin x$ $x$
$\cos x$ $1$
$\tan x$ $x$
$e^x$ $1 + x$
$\ln(1 + x)$ $x$

Practice Problems

Level 1 Identifying the Components

For $f(x) = x^2$ at $a = 3$, identify:

(a) The value $f(a)$

(b) The value $f'(a)$

(c) The linearization $L(x)$

Thought Process

The linearization formula is $L(x) = f(a) + f'(a)(x - a)$.

So we need:

  1. Evaluate $f$ at $a = 3$
  2. Find $f'(x)$, then evaluate at $a = 3$
  3. Plug into the formula
Show Answer

(a) $f(3) = 3^2 = 9$

(b) $f'(x) = 2x$, so $f'(3) = 6$

(c) $L(x) = 9 + 6(x - 3) = 9 + 6x - 18 = 6x - 9$

Level 2 Finding a Linearization

Find the linearization of $f(x) = \sqrt[3]{x}$ at $a = 8$.

Thought Process

We need $f(8)$ and $f'(8)$.

For the derivative, rewrite $f(x) = x^{1/3}$ and use the power rule: $f'(x) = \frac{1}{3}x^{-2/3}$.

Then substitute $x = 8$ into both $f$ and $f'$.

Show Answer

$f(x) = x^{1/3}$, so $f(8) = 8^{1/3} = 2$

$f'(x) = \frac{1}{3}x^{-2/3} = \frac{1}{3x^{2/3}}$

$f'(8) = \frac{1}{3 \cdot 8^{2/3}} = \frac{1}{3 \cdot 4} = \frac{1}{12}$

Therefore: $$L(x) = 2 + \frac{1}{12}(x - 8) = 2 + \frac{x - 8}{12} = \frac{16 + x}{12}$$

Level 3 Using Linearization for Approximation

Use linearization to estimate $\sqrt[3]{8.3}$.

Thought Process

We want to approximate $f(8.3)$ where $f(x) = \sqrt[3]{x}$.

The value $8.3$ is close to $8$, where we can compute $\sqrt[3]{8} = 2$ exactly.

Use the linearization at $a = 8$ (from Level 2) and evaluate at $x = 8.3$.

Show Answer

From Level 2, $L(x) = \frac{16 + x}{12}$.

$$\sqrt[3]{8.3} \approx L(8.3) = \frac{16 + 8.3}{12} = \frac{24.3}{12} = 2.025$$

For comparison, $\sqrt[3]{8.3} \approx 2.0248...$ (calculator), so the approximation is accurate to three decimal places.

Level 4 Overestimate or Underestimate?

Consider $g(x) = \ln x$ and its linearization at $a = 1$.

(a) Find the linearization $L(x)$.

(b) Use it to estimate $\ln(1.2)$.

(c) Is your estimate an overestimate or underestimate? Explain using the concavity of $g$.

Thought Process

For (a) and (b): Standard linearization calculation.

For (c): The key insight is that linearization uses a tangent line. If the curve is:

  • Concave up ($f'' > 0$): tangent line lies below the curve → underestimate
  • Concave down ($f'' < 0$): tangent line lies above the curve → overestimate

Check the sign of $g''(x)$ for $\ln x$.

Show Answer

(a) $g(1) = \ln 1 = 0$

$g'(x) = \frac{1}{x}$, so $g'(1) = 1$

$L(x) = 0 + 1(x - 1) = x - 1$

(b) $\ln(1.2) \approx L(1.2) = 1.2 - 1 = 0.2$

(c) $g''(x) = -\frac{1}{x^2} < 0$ for all $x > 0$, so $\ln x$ is concave down.

Since the curve is concave down, the tangent line lies above the curve.

Therefore, $L(x) > g(x)$ near $x = 1$, and 0.2 is an overestimate.

(Actual value: $\ln(1.2) \approx 0.182...$)

Level 5 Accuracy Interval

The linearization of $f(x) = e^x$ at $a = 0$ is $L(x) = 1 + x$.

(a) Write an inequality expressing that $L(x)$ approximates $e^x$ to within an error of $0.05$.

(b) Using the fact that $e^x > L(x)$ for $x \neq 0$ (since $e^x$ is concave up), determine the interval of $x$ values where the approximation is accurate to within $0.05$. You may use that $e^{0.3} \approx 1.35$ and $e^{-0.35} \approx 0.70$.

(c) Explain why the interval is not symmetric about $x = 0$.

Thought Process

(a) "Accurate to within 0.05" means $\vert f(x) - L(x)\vert < 0.05$.

(b) Since $e^x > 1 + x$ always (for $x \neq 0$), we need $e^x - (1 + x) < 0.05$, i.e., $e^x < 1.05 + x$.

Find where $e^x = 1.05 + x$ (the boundary).

(c) The exponential grows faster for positive $x$ than it decreases for negative $x$, so the approximation breaks down sooner on the right.

Show Answer

(a) The approximation is accurate to within $0.05$ when: $$\vert e^x - (1 + x)\vert < 0.05$$

(b) Since $e^x > 1 + x$ for all $x \neq 0$, this becomes: $$e^x - 1 - x < 0.05$$ $$e^x < 1.05 + x$$

We need to find where $e^x = 1.05 + x$.

For $x > 0$: Testing $x = 0.3$: $e^{0.3} \approx 1.35$ and $1.05 + 0.3 = 1.35$. ✓

For $x < 0$: Testing $x = -0.35$: $e^{-0.35} \approx 0.70$ and $1.05 - 0.35 = 0.70$. ✓

So the approximation is accurate to within $0.05$ for approximately $-0.35 < x < 0.3$.

(c) The interval is not symmetric because:

  • For $x > 0$: $e^x$ curves upward rapidly (concave up), pulling away from the tangent line quickly
  • For $x < 0$: $e^x \to 0$ more gradually, staying closer to the tangent line for a wider range

The exponential's asymmetric growth rate creates an asymmetric accuracy interval.

CCI-Style Conceptual Questions

Level 3 Conceptual: Reading Linearization from a Graph

The graph shows $y = f(x)$ and its tangent line at $x = 2$, where $f(2) = 3$ and the tangent line passes through $(4, 7)$.

Without computing $f'(2)$ algebraically, write down the linearization $L(x)$ of $f$ at $a = 2$.

Thought Process

The linearization is the tangent line expressed as a function.

From the given points $(2, 3)$ and $(4, 7)$, we can find the slope (which equals $f'(2)$).

Then write the line in point-slope form.

Show Answer

Slope = $\frac{7 - 3}{4 - 2} = \frac{4}{2} = 2$

So $f'(2) = 2$.

$L(x) = f(2) + f'(2)(x - 2) = 3 + 2(x - 2) = 2x - 1$

Level 4 Conceptual: Matching Functions to Linearizations

Three functions have linearizations at $a = 0$ given by $L(x) = 1 + 2x$.

Which of the following could NOT be one of these functions?

(A) $f(x) = e^{2x}$

(B) $g(x) = (1 + x)^2$

(C) $h(x) = 1 + 2x + x^2$

(D) $k(x) = \frac{1}{1 - 2x}$

Thought Process

For linearization at $a = 0$ to equal $L(x) = 1 + 2x$, we need:

  • $f(0) = 1$ (the constant term)
  • $f'(0) = 2$ (the coefficient of $x$)

Check each function.

Show Answer

(A) $f(x) = e^{2x}$: $f(0) = 1$, $f'(x) = 2e^{2x}$, $f'(0) = 2$ ✓

(B) $g(x) = (1 + x)^2$: $g(0) = 1$, $g'(x) = 2(1 + x)$, $g'(0) = 2$ ✓

(C) $h(x) = 1 + 2x + x^2$: $h(0) = 1$, $h'(x) = 2 + 2x$, $h'(0) = 2$ ✓

(D) $k(x) = \frac{1}{1 - 2x}$: $k(0) = 1$, $k'(x) = \frac{2}{(1-2x)^2}$, $k'(0) = 2$ ✓

All four have the same linearization! None can be ruled out.

This illustrates that infinitely many functions share the same linearization at a point—the linearization only captures local behavior (value and slope).

Mastery Checklist

Mental Model

The "Zoom In" Analogy:

Imagine looking at a curved road on a map. From far away, you see all the bends and turns. But if you zoom in close enough to any smooth section, it looks like a straight line.

Linearization is like using that "zoomed-in straight line" to estimate positions on the actual curved road. The estimate is excellent if you stay close to your zoom point, but becomes unreliable if you wander too far.


Connections

Looking back:

Looking ahead:


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Last updated: 2026-01-22