This strategy is by no means optimal nor exhaustive. It is for students who are struggling with basic integration and anti-differentiation and need something to help them start calculating straightforward integrals and finding anti-derivatives. 

TL;DR: The strategy to antidifferentiate a function f that I present is as follows:

  1. Direct
  2. Manipulation
  3. u-Substitution
  4. Parts

Some Conceptional Basics

Roughly, if a real-valued function f is positive on [a,b]:=a\leq x\leq b then the integral of f on [a,b] is the area under the curve y=f(x) between x=a and x=b. This can be made as rigourous as required: for example see here and here.

 

graph1

If this is the graph of y=f(x) then \displaystyle \int_1^3 f(x)\,dx is the area shaded.

Using the Second Fundamental Theorem of Calculus, to calculate integrals one needs to antidifferentiate. Recall that to differentiate a function f we find the function f', the derivative of f, whose value at x=a, f'(a), is the slope of the tangent to y=f(x) at x=a. For example, the derivative of x^2 is 2x and we write

\displaystyle \frac{d}{dx}(x^2)=2x.

This \displaystyle\frac{d}{dx} is an operator that takes as an input a function (of x), and outputs another function of x (the derivative of the input).

Now antidifferentiating is doing this in reverse. So an antiderivative of 2x is x^2 and, for the moment, we may write

\displaystyle \left(\frac{d}{dx}\right)^{-1}(2x)=x^2.

antiderivative

Antidifferentiating is like running differentiation backwards

The only problem is that this isn’t quite the whole story… because e.g. 2x has more than one antiderivative, for example x^2+3,x^2-4 to name but two. Indeed every function given by f(x)=x^2+C is an antiderivative of 2x. To make all this precise we need the language of equivalence classes but actually for the purposes of integration it doesn’t matter if you use x^2+7, x^2-\pi, or x^2+10^{67890} — for the purposes of integration you get the same answer (and this is one sense in which these functions are all equivalent).

This C is usually called the constant of integration. Were it up to me I would call it the constant of antidifferentiation.

Therefore we may as well think of the antiderivative of 2x — for the purposes of integration — as x^2+0, i.e. just x^2 with no C (the why will be revealed).

Second Fundamental Theorem of Calculus

If F is an antiderivative of f (so that F'=f), then

\displaystyle \int_a^bf(x)\,dx=\left[F(x)\right]_a^b=F(b)-F(a).

Equivalently,

\displaystyle\int_a^b F'(x)\,dx=\left[F(x)\right]_a^b=F(b)-F(a).

In words, to calculate an integral, find an antiderivative, then do ‘(substitute) top limit minus bottom limit’.

 

antiderivative2

To calculate the integral of f we need to antidifferentiate it: we need to find an F such that F'=f

We said earlier it doesn’t matter which antiderivative we use. It can be shown that all antiderivatives of a function f differ by a constant (their graphs are the same except shifted up or down — same derivatives f means same slopes: they are ‘parallel’) and so all are of the form F+C for a constant C. So if F is an antiderivative of f and we use F+C instead of F we find the integral equal to

\displaystyle\int_a^bf(x)\,dx=\left[F(x)+C\right]_a^b=(F(b)+C)-(F(a)+C)

F(b)-F(a)+C-C=F(b)-F(a),

i.e. the same thing as we would had without using the +C.

Therefore, all in all, we need to be able to antidifferentiate if we want to calculate integrals.

Perhaps, amongst other reasons, because antidifferentiation is not a ‘perfect’ inverse of differentiation (we get a ‘family’ of antiderivatives rather than just one) the notation \displaystyle \left(\frac{d}{dx}\right)^{-1} is not used. Instead the notation \int \,dx is used (note the lack of limits). This can be read as ‘antidifferentiate’ (\int), with respect to x) (\, dx). This ‘antiderivative operator’ isn’t exactly an operator in the sense that \frac{d}{dx} but it makes a little sense to write something like:

\displaystyle \int f(x)\,dx:=\left(\frac{d}{dx}\right)^{-1}f(x).

The strategy to antidifferentiate a function f that I present is as follows:

  1. Direct
  2. Manipulation
  3. u-Substitution
  4. Parts

 

1. Direct Antidifferentiation

Historically ‘integrals’ were being calculated in eras BC by the likes of Archimedes long before derivatives were by the likes of Newton and Leibniz in the 17th century, but in a modern learning environment one learns about differentiating and derivatives first.

Therefore there should be a number of derivatives that you are familiar with, for example

\displaystyle \frac{d}{dx}(x^3)=3x^2

\displaystyle \frac{d}{dx}(\sin x)=\cos x

\displaystyle \frac{d}{dx}(\ln x)=\frac{1}{x}

\displaystyle \frac{d}{dx}(\tan^{-1}(x))=\frac{1}{1+x^2}

etc.

Usually such derivatives will be presented in a table of derivatives. Of course running them backwards (Cs omitted):

\displaystyle \int 3x^2\,dx=x^3

\displaystyle \int \cos x\,dx=\sin x

\displaystyle \int \frac{1}{x}\,dx=\ln x (or rather \ln|x|)

\displaystyle \int \frac{1}{1+x^2}\,dx=\tan^{-1}(x)

etc.

gives a table of antiderivatives. A lot of antiderivatives may of course be found in a table of derivatives: just run things backwards.

Probably the three functions that people assume are not in the tables, and attempt to use more sophisticated than necessary techniques on are

\displaystyle \frac{1}{a^2+x^2},\quad \frac{1}{\sqrt{a^2-x^2}},\text{ and }\quad \frac{1}{x}.

All are in the tables. Note finally that linear combinations of functions may be antidifferentiated term-by-term-fixing-the-constants:

\displaystyle \int\left(a\cdot f(x)+b\cdot g(x)\right)\,dx=a\cdot \int f(x)\,dx+b\cdot \int g(x)\,dx.

You can use a single C here: if you use two (say C_1,C_2) you end up with C_1+C_2 — which is just a constant C. This is as a consequence of the linearity of differentiation:

\displaystyle \frac{d}{dx}\left(a\cdot f(x)+b\cdot g(x)\right)=a\cdot f'(x)+b\cdot g'(x).

Examples

Find the following

(a) \displaystyle \int (2x^3+3\cos x-2e^x)\,dx

(b) \displaystyle \int \frac{4}{x}\,dx

(c) \displaystyle \int \frac{1}{1+x^2}\,dx

Solutions

(a) Using term-by-term-fixing-the-constants, and the table-found antiderivatives:

\displaystyle \int x^n\,dx=\frac{x^{n+1}}{n+1}

\displaystyle \int \cos x\,dx=\sin x

\displaystyle \int e^x\,dx=e^x

we find

\displaystyle \int (2x^3+3\cos x-2e^x)\,dx=2\cdot \frac{x^4}{4}+3\cdot \sin x-2\cdot e^x

\displaystyle=\frac{x^4}{2}+3\sin x-2e^x+C.

(b) Fixing the constant 4 by \displaystyle \frac{4}{x}=4\cdot \frac{1}{x} (a bit of a manipulation — see below) and using the table antiderivative:

\displaystyle \int \frac{1}{x}\,dx=\ln|x|,

we find

\displaystyle \int \frac{4}{x}\,dx=4\cdot \ln|x|=4\ln|x|+C.

(c) This is the table antiderivative:

\displaystyle \int \frac{1}{a^2+x^2}\,dx=\frac{1}{a}\tan^{-1}\left(\frac{x}{a}\right)

with a=1. We antidifferentiate directly (note 1=1^2:

\displaystyle \int \frac{1}{1+x^2}\,dx =\int\frac{1}{1^2+x^2}\,dx=\frac{1}{1}\tan^{-1}\left(\frac{x}{1}\right)=\tan^{-1}(x)+C.

2. Manipulation

There are a whole host of functions that need a bit of manipulation before they can be antidifferentiated directly. It would be impossible to list all the possible manipulations one might need, but here we present a selection of commonly occurring examples.

(a) Negative Powers \displaystyle \frac{1}{x^n}: if you know your way around indices, you know that while multiplying gives positive powers:

x\cdot x\cdot x\cdot x=x^4,

that dividing gives by contrast negative powers:

\displaystyle ((1\div x)\div x)\div x=\frac{1}{x}\cdot \frac{1}{x}\cdot \frac{1}{x}=\frac{1}{x^3}=x^{-3}.

So write

\displaystyle \frac{1}{x^n}=x^{-n},

and then the table antiderivative

\displaystyle\int x^n\,dx=\frac{x^{n+1}}{n+1}, n\neq -1,

may be used. Let us call this the power rule.

So, for example,

\displaystyle \int \frac{1}{x^6}\,dx =\int x^{-6}\,dx=\frac{x^{-6+1}}{-6+1}=\frac{x^{-5}}{-5}=-\frac{1}{5x^5}+C.

(b) Surds \sqrt[m]{x^n} If you know your way around indices you know that

\sqrt[m]{x^n}=(x^{n})^{1/m}=x^{n\cdot \frac{1}{m}}=x^{\frac{n}{m}},

which may be antidifferentiated using the Power Rule. For example, consider

\displaystyle \int \sqrt[5]{x^4}\,dx=\int x^{4/5}\,dx=\frac{x^{9/5}}{9/5}=\frac{5}{9}\sqrt[5]{x^9}+C

(c) Multiply Out Functions such as x^m(a+bx^n) or (ax^n+b)^m can be written as a linear combination. For example,

\displaystyle \int \sqrt{x}(1+\sqrt{x})\,dx=\int (\sqrt{x}+x)\,dx=\int(x^{1/2}+x^1)\,dx

\displaystyle=\frac{x^{3/2}}{3/2}+\frac{x^2}{2}=\frac23\cdot \sqrt{x^3}+\frac{x^2}{2}+C.

Another example,

\displaystyle \int \left(x^2+\frac{1}{x^2}\right)^2\,dx=\int\left(x^4+2+\frac{1}{x^4}\right)\,dx=\int \left(x^4+2+x^{-4}\right)\,dx

\displaystyle =\frac{x^{5}}{5}+2x+\frac{x^{-3}}{-3}=\frac15\cdot x^5+2x-\frac{1}{3x^3}+C.

(d) Divide in Functions such as \displaystyle \frac{p(x)}{x^n} or \displaystyle \frac{p(x)}{q(x)} for polynomials p, q. For an example of the first,

\displaystyle \int \frac{x^2+1}{\sqrt{x}}\,dx=\int \left(\frac{x^2}{\sqrt{x}}+\frac{1}{\sqrt{x}}\right)\,dx=\int\left(x^{2-1/2}+x^{-1/2}\right)\,dx

\displaystyle \int (x^{3/2}+x^{-1/2})\,dx=\frac{x^{5/2}}{5/2}+\frac{x^{1/2}}{1/2}=\frac25\cdot \sqrt{x^5}+2\sqrt{x}+C.

The other type is harder but if you know how to do polynomial long division you can tackle antiderivatives such as

\displaystyle\int\frac{x^3-2x+1}{x-1}\,dx

(e) Trigonometric manipulations. There are a wealth of trigonometric identities that can be used to simplify a function. For example, perhaps \cos^2(x) isn’t in your table of antiderivatives but what you can do is use the identity

\displaystyle \cos^2(A)=\frac12(1+\cos(2A),

to rewrite \cos^2(x)… this does still leave you with \int \cos(2x)\,dx which is not in tables but we will learn below how to attack this using u-substitution (see below).

Another example might be something like

\int \sec x\,\sin x\cos x\,dx.

If you know your way around trig you can find that \sec x\,\sin x\,\cos x=\sin x and so

\int \sec x\,\sin x\,\cos x\,dx=\int \sin x\,dx=-\cos x+C.

 

Other, slightly more advanced but routine techniques include partial fractions (writing a rational function \displaystyle \frac{p(x)}{q(x)} as a sum of simpler fractions), and completing the square (useful for antidifferentiating some of these so-called simpler fractions). An example of the use of partial fractions:

\displaystyle \int \frac{1}{x^3-1}\,dx=\int\left(\frac{1}{x+1}-\frac{1}{x-1}+\frac{2}{(x-1)^2}\right)\,dx.

We can antidifferentiate the three of these using a u-substitution.

An example of completing the square would be:

\displaystyle\int \frac{1}{\sqrt{3-2x-x^2}}\,dx=\int \frac{1}{\sqrt{2^2-(x+1)^2}}\,dx,

with again the u-substitution being required to finish the antiderivative off.

 

3. u-Substitution

When we run the rules of differentiation backwards, we get rules for antidifferentiation. u-substitution comes from running the Chain Rule backwards. The chain rules says that if f=v\circ u is a composition, f(x)=v(u(x)), then the derivative of f is given by:

\displaystyle \frac{d}{dx}(v(u(x)))=v'(u(x))\cdot u'(x).

Written as a rule of antidifferentiation we get

\displaystyle \int v'(u(x))\cdot u'(x)\,dx=v(u(x))+C.

This is perhaps a difficult pattern to spot so what we do is let u=u(x), and then get a relationship between du and dx by differentiating u(x):

\displaystyle\frac{du}{dx}=u'(x)\Rightarrow dx=\frac{du}{u'(x)},

and putting the antiderivative back together:

\displaystyle \int v'(u(x))\cdot u'(x)\,dx=\int v'(u)\cdot u'(x)\cdot \frac{du}{u'(x)}=\int v'(u)\,du

\displaystyle =v(u)=v(u(x))+C.

Strictly speaking when we wrote:

\displaystyle\frac{du}{dx}=u'(x)\Rightarrow dx=\frac{du}{u'(x)},

well, this is nonsense, but it can be shown that although nonsense, it always gives you the correct antiderivative.

How do you know if an antiderivative requires a u-substitution? Well, in terms of this strategy you have failed to find the antiderivative in the tables and none of the manipulations you have done have put the function you want to antidifferentiate in the form of something which can be antidifferentiated using the tables (sometimes you might need a back-substitution: you  haveu=u(x) but you need to replace x with x=u^{-1}).

How do you pick the u(x)? Well there are four ways, listed from best to worst:

(a) spot a function u(x) inside another, and a constant-multiple of its derivative: v'(u(x))\cdot k\cdot u'(x)

(b) spot a function u(x) inside another: v'(u(x))

(c) use LIATE. That is pick the u as the first thing you can see in the following list:

  1. Logs
  2. Inverse Trig
  3. Algebraic: sums of powers of x —- highest power first
  4. Trigonometric
  5. Exponential

(d) just try something! Usually there are only two options for u — if the first doesn’t work, start again with the other.

Examples

Find the following

(a) \displaystyle I=\int\frac{x^2}{x^3+1}\,dx

(b) \displaystyle J=\int \frac{e^{\tan^{-1}(x)}}{1+x^2}\,dx

(c) \displaystyle K=\int \sin^3x\cos x\,dx

Solutions

(a) Let us go through Direct and Manipulation first. Firstly, this is not in the tables. In terms of a manipulation we could say \div (x^3+1)=(x^3+1)^{-1}:

\displaystyle I=\int x^2(x^3+1)^{-1}\,dx.

With nothing left to do we should try a u-substitution. There are three reasons to try u=x^3+1.

  • its derivative is 3x^2 and we have a multiple of this (x^2)
  • x^3+1 is inside x^{-1} (and originally \displaystyle \frac{1}{x})
  • by LIATE: no logs, no inverse trig, algebraic – yes. Pick the higher power of x^3+1 over x^2.

Proceed with u=x^3+1:

\displaystyle \frac{du}{dx}=3x^2\Rightarrow dx=\frac{du}{3x^2},

so that

\displaystyle I=\int x^2 u^{-1}\,\frac{du}{3x^2}=\frac13 \int u^{-1}\,du.

Note that \displaystyle u^{-1}=\frac{1}{u}, which can be antidifferentiated directly:

\displaystyle I=\ln|u|.

The original I had a dx — antidifferentiate with respect to x — so we should go back in terms of x — and include the +C:

I=\ln|x^3+1|+C.

(b) This is not in the tables and the only apparent manipulation is writing

J=\int e^{\tan^{-1} x}(1+x^2)^{-1}\,dx.

So we try a substitution. There are two good reasons to try u=\tan^{-1}(x):

  • it’s derivative is \displaystyle \frac{1}{1+x^2}, and we have a multiple of that.
  • by LIATE: no logs, inverse trig: yes!

The third way doesn’t work great because there are two functions ‘inside’ another. In this case you would just try u=1+x^2 and u=\tan^{-1}(x) and see what happens.

We know we should try u=\tan^{-1}x but less us try u=1+x^2 to see how we know things have gone wrong. Proceeding we have

\displaystyle \frac{du}{dx}=2x\Rightarrow dx=\frac{du}{2x},

so that

\displaystyle J=\int e^{\tan^{-1}(x)}u^{-1}\,\frac{du}{2x}.

This mix of u and x is BAD and suggests we won’t be able to find the antiderivative.

It might be possible to proceed though: perhaps we could go from u=1+x^2 to $x=\pm\sqrt{u-1}$ (we will choose +\sqrt{u-1}… dangerously?) to get

\displaystyle J=\int \frac{e^{\tan^{-1}(\sqrt{u-1})}u^{-1}}{2\sqrt{u-1}}\,du

This is worse, suggesting — correctly — we should have tried u=\tan^{-1}(x). We calculate:

\displaystyle \frac{du}{dx}=\frac{1}{1+x^2}\Rightarrow dx=(1+x^2)\,du:

\displaystyle J=\int e^{u}(1+x^2)^{-1}\,(1+x^2)\,du=\int e^{u}\,du,

which is in the tables;

\displaystyle =e^{u}=e^{\tan^{-1}(x)}+C.

(c) This is not in the tables. There are two possible manipulations. One involves writing \sin^3x as a sum and then multiplying this sum by \cos x… and then writing those sums as products. It is a good lesson to go through this as it exhibits the principle that for antidifferentiation, sums are easy while products are hard — so try and write things as sums.

But we won’t pursue that here. Instead we will rewrite \sin^3x=(\sin x)^3 (for that is what \sin^3 means — warning though, \sin^{-1}(x)\neq (\sin x)^{-1} but the inverse of the \sin:[-\pi/2,\pi/2]\rightarrow [-1,1] function. So we have

\displaystyle K=\int (\sin x)^3\,\cos x\,dx,

and as this is not in the tables and we are not pursuing further manipulations, we will try a u-substitution. There are two reasons to pick u=\sin x (note LIATE fails):

  • u=\sin x has derivative \cos x, which also appears.
  • u=\sin x appears inside another function; x\mapsto x^3.

Off we go

\displaystyle \frac{du}{dx}=\cos x \Rightarrow dx=\frac{du}{\cos x},

so that

\displaystyle K=\int u^3\cos x\,\frac{du}{\cos x}=\int u^3\,du.

This is in the tables:

\displaystyle \int u^3\,du=\frac{u^4}{4}=\frac{\sin^4(x)}{4}+C.

Parts

Consider the following

\displaystyle I=\int x\,e^x\,dx.

It isn’t in the tables, there are no obvious manipulations. The substitution u=x yields

\displaystyle I=\int u\,e^u\,du,

that is the same thing (and why in general you won’t do the u-substitution u=x). The substitution u=e^x does actually give something that looks useful. It gives

\displaystyle I=\int x\,du,

but u=e^x\Rightarrow x=\ln u, and so we have via the back-substitution x=\ln u

I=\int \ln u\,du,

which is simpler but isn’t in the tables…

We need a change of tack. Note x\,e^x is a product. Derivatives that are products come from products. For example, x\,e^x occurs when you differentiate y=x\,e^x using the product rule:

\displaystyle \frac{d}{dx}(x\,e^x)=x\cdot e^x+e^x\cdot 1.

Of course therefore

\displaystyle \int (x\,e^x+e^x)\,dx =x\,e^x

\displaystyle \int x\,e^x\,dx=x\cdot e^x-\int e^x\,dx,

that is we can run the product rule backwards to generate a new way of antidifferentiating. This is (integration by) Parts. The ‘parts’ basically means that when running the product rule backwards:

\displaystyle \int (u\cdot v'+v\cdot u')\,dx=u\cdot v+C,

there are two antidifferentiations u'\rightarrow u and v'\rightarrow v, you do one and then the other — you break it into two parts.

What we basically do is subtract \int v\cdot u'\,dx from both sides to get:

\displaystyle \int u\cdot v'\,dx=uv-\int v\cdot u'\,dx,

commonly written

\displaystyle \int u\,dv=uv-\int v\,du,

where dv=v'\,dx and du=u'\,dx.

So given something you want to antidifferentiate

\displaystyle \int F(x)\,dx,

you let u= something and the result be dv:

\displaystyle \int \overbrace{u(x)}^{=u}\cdot \underbrace{\frac{F(x)}{u(x)}\,dx}_{=dv}.

Now look at the formula again:

\displaystyle \int u\,dv=uv-\int v\,du,

you have u; how do you get from dv\rightarrow v? The answer is you integrate… wait why didn’t I say antidifferentiate?

OK, let us slow down. What I want to say is that

\displaystyle \int \,dv=v.

There are two good ways to see why this is the case, and one involves integration.

  • \displaystyle \int dv=\int 1\,dv=v, because \displaystyle \frac{d}{dv}(v)=1.
  • \displaystyle \int dv. The \int symbol is an elongated ‘S’ standing for ‘sum’. The dv means a very small bit of v. So really \int dv\sim\sum (\Delta v). And what happens when you add up all the small bits of v? Well you get v so \int dv=v!

So, you’ll have both u and v and now you are looking at \int v\,du. Well, you can get du by differentiating u=u(x).

Wait! How do we know how to pick the u? A good way is LIATE: that is pick the u as the first thing you can see in the following list:

  1. Logs
  2. Inverse Trig
  3. Algebraic: sums of powers of x —- highest power first
  4. Trigonometric
  5. Exponential

LIATE doesn’t work really well for u-substitution but generally works well for Parts. The reason it works well for Parts is because LIATE is in reverse order of ease of antidifferentiation. Recall you will

  • differentiate u, and
  • antidifferentiate dv

In a certain sense (in another what I am about to say is incorrect), it is easier to differentiate in that you know how to differentiate commonly appearing functions, so you want to make the antidifferentiating of dv as easy as possible. The things at the top of LIATE are the most difficult to antidifferentiate, so we pick u near the top of LIATE: then dv will be lower down and hence easier to antidifferentiate.

Examples

(a) \displaystyle I=\int x\,e^x\,dx

(b) \displaystyle J=\int \ln x\,dx

Solutions

(a) We pick u=x by LIATE (no logs, no inverse trig, algebraic — yes, the ‘multiplying’ x) and everything else — e^x\,dx — is dv.

We differentiate u=x:

\displaystyle \frac{du}{dx}=1\Rightarrow du=dx;

we antidifferentiate dv=e^x\,dx:

\displaystyle v=\int dv=\int e^x\,dx=e^x,

that antiderivative was in the tables.

Now we use

\displaystyle \int u\,dv=uv-\int v\,du

to give

\displaystyle I=x\cdot e^x-\int e^x\,dx,

and of course \int e^x\,dx=e^x is in the tables so we have

\displaystyle I=xe^x-e^x+C.

(b) We might expect this to be in the tables but it is not. Of course if it was in the tables the question would have to be begged, how did they find that antiderivative? Outside trial and error they used Parts. Let u=\ln x (logs — yes), and so the rest of \int\ln x\,dxdx — is dv.

We differentiate u=\ln x:

\displaystyle \frac{du}{dx}=\frac{1}{x}\Rightarrow du=\frac{dx}{x};

antidifferentiating dv=dx:

\displaystyle v=\int dv=\int dx=x.

Now we use

\displaystyle \int u\,dv=uv-\int v\,du

to give

\displaystyle I=\ln x\cdot x-\int x\,\frac{dx}{x}

\displaystyle =x\ln x-\int dx=x\ln x-x+C.

Remark

With u=e^x and a u-substitution we had

\int xe^x\,dx=\int \ln u\,du.

Using this example, we have

\int \ln u,du=u\ln u-u=e^x\ln(e^x)-e^x+C

but x\mapsto e^x and x\mapsto \ln x are inverse, and so \ln(e^x)=x, and we recover

\displaystyle I=\int xe^x\,dx=xe^x-e^x+C.

Just tying up that little knot.

Beyond Parts?

There are many, many more techniques. There is a big world out there… click here to have a look.

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