Mechanical Production Technician  ·  Level 6
Engineering Mathematics
Chapter 3: Carry out binomial expansion
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⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • Correctly determine the binomial series expansion for given problems.
  • Accurately find the roots of numbers using the correct mathematical methods.
  • Calculate errors caused by small changes with accuracy and to the required standard.

Mastering these skills will help you solve real engineering problems with confidence and precision in your future trade.

Carry out binomial expansion is an essential skill for Mechanical Production Technicians in Kenya, enabling them to simplify and work with expressions involving powers of sums. It is particularly useful in calculations related to tolerances, stress-strain relationships, and approximations in mechanical design. This chapter develops the mathematical foundation for expanding binomial expressions, focusing on powers and coefficients necessary to handle expansions up to the fourth power and beyond.

3.1.1 Powers

Binomial powers refer to the exponent applied to a binomial expression such as \((a + b)^n\), where \(n\) is a non-negative integer. Expanding such powers into sums of terms allows Mechanical Production Technicians to estimate values and simplify complex expressions encountered in mechanical component design and analysis. The general expansion follows a pattern where the powers of the first term decrease, and the powers of the second term increase in each successive term.

The binomial theorem states that for any integer \(n \geq 0\),

$$ (a + b)^n = \sum_{k=0}^n \binom{n}{k} a^{n-k} b^k $$

where \(\binom{n}{k}\) are the binomial coefficients.

Worked Examples

Example 1: Expand \((x + 2)^2\) for a mechanical part dimension tolerance calculation.

Given: \(a = x\), \(b = 2\), \(n = 2\)

$$ (x + 2)^2 = \binom{2}{0} x^2 (2)^0 + \binom{2}{1} x^{1} (2)^{1} + \binom{2}{2} x^{0} (2)^2 $$

$$ = 1 \times x^2 \times 1 + 2 \times x \times 2 + 1 \times 1 \times 4 $$

$$ = x^2 + 4x + 4 $$

Answer: \(x^2 + 4x + 4\)


Example 2: Expand \((3 + y)^3\) where \(y\) represents a small deformation value in mm.

Given: \(a = 3\), \(b = y\), \(n = 3\)

$$ (3 + y)^3 = \binom{3}{0} 3^3 y^0 + \binom{3}{1} 3^2 y^1 + \binom{3}{2} 3^1 y^2 + \binom{3}{3} 3^0 y^3 $$

$$ = 1 \times 27 \times 1 + 3 \times 9 \times y + 3 \times 3 \times y^2 + 1 \times 1 \times y^3 $$

$$ = 27 + 27y + 9y^2 + y^3 $$

Answer: \(27 + 27y + 9y^2 + y^3\)


Example 3: Expand \((a + b)^4\) where \(a\) and \(b\) represent forces in kN applied on a machine component.

Given: \(a\), \(b\), \(n = 4\)

$$ (a + b)^4 = \sum_{k=0}^4 \binom{4}{k} a^{4-k} b^k = \binom{4}{0} a^4 + \binom{4}{1} a^3 b + \binom{4}{2} a^2 b^2 + \binom{4}{3} a b^3 + \binom{4}{4} b^4 $$

$$ = 1 \times a^4 + 4 \times a^3 b + 6 \times a^2 b^2 + 4 \times a b^3 + 1 \times b^4 $$

Answer: \(a^4 + 4a^3 b + 6 a^2 b^2 + 4 a b^3 + b^4\)


Example 4: Expand \((2x + 5)^3\) where \(x\) is a dimension in cm.

Given: \(a = 2x\), \(b = 5\), \(n = 3\)

$$ (2x + 5)^3 = \binom{3}{0} (2x)^3 (5)^0 + \binom{3}{1} (2x)^2 (5)^1 + \binom{3}{2} (2x)^1 (5)^2 + \binom{3}{3} (2x)^0 (5)^3 $$

$$ = 1 \times 8x^3 \times 1 + 3 \times 4x^2 \times 5 + 3 \times 2x \times 25 + 1 \times 1 \times 125 $$

$$ = 8x^3 + 60x^2 + 150x + 125 $$

Answer: \(8x^3 + 60x^2 + 150x + 125\)


Example 5: Expand \((m - 3)^4\) where \(m\) is a measurement in mm, using the binomial theorem with subtraction.

Given: \(a = m\), \(b = -3\), \(n = 4\)

$$ (m - 3)^4 = \sum_{k=0}^4 \binom{4}{k} m^{4-k} (-3)^k = m^4 + 4 m^3 (-3) + 6 m^2 (-3)^2 + 4 m (-3)^3 + (-3)^4 $$

$$ = m^4 - 12 m^3 + 54 m^2 - 108 m + 81 $$

Answer: \(m^4 - 12 m^3 + 54 m^2 - 108 m + 81\)


3.1.2 Coefficients

Binomial coefficients are the numerical factors in the expansion of \((a + b)^n\). These coefficients determine the relative weight of each term in the expansion and can be found using Pascal's Triangle or the combination formula. In mechanical production calculations, coefficients help to quickly identify the magnitude of terms when approximating values or calculating tolerances.

The binomial coefficient \(\binom{n}{k}\) is given by the formula:

$$ \binom{n}{k} = \frac{n!}{k! (n-k)!} $$

where \(n!\) denotes the factorial of \(n\).

Worked Examples

Example 1: Find the binomial coefficients for the expansion of \((a + b)^3\).

Given: \(n = 3\)

Using the formula:

$$ \binom{3}{0} = \frac{3!}{0! \times 3!} = \frac{6}{1 \times 6} = 1 $$

$$ \binom{3}{1} = \frac{3!}{1! \times 2!} = \frac{6}{1 \times 2} = 3 $$

$$ \binom{3}{2} = \frac{3!}{2! \times 1!} = \frac{6}{2 \times 1} = 3 $$

$$ \binom{3}{3} = \frac{3!}{3! \times 0!} = \frac{6}{6 \times 1} = 1 $$

Answer: The coefficients are 1, 3, 3, 1


Example 2: Calculate the coefficients for \((x + y)^5\).

Given: \(n = 5\)

$$ \binom{5}{0} = \frac{5!}{0! \times 5!} = 1 $$

$$ \binom{5}{1} = \frac{5!}{1! \times 4!} = \frac{120}{1 \times 24} = 5 $$

$$ \binom{5}{2} = \frac{5!}{2! \times 3!} = \frac{120}{2 \times 6} = 10 $$

$$ \binom{5}{3} = \frac{5!}{3! \times 2!} = \frac{120}{6 \times 2} = 10 $$

$$ \binom{5}{4} = \frac{5!}{4! \times 1!} = \frac{120}{24 \times 1} = 5 $$

$$ \binom{5}{5} = \frac{5!}{5! \times 0!} = 1 $$

Answer: The coefficients are 1, 5, 10, 10, 5, 1


Example 3: Find the coefficient of the fourth term in the expansion of \((a + b)^6\).

Given: \(n = 6\), term number \(k+1 = 4\) (so \(k = 3\))

$$ \binom{6}{3} = \frac{6!}{3! \times 3!} = \frac{720}{6 \times 6} = 20 $$

Answer: The coefficient of the fourth term is 20


Example 4: Determine the coefficients of \((2x + 3)^4\) using Pascal's Triangle or combination formula.

Given: \(n = 4\)

Coefficients from Pascal's Triangle for \(n=4\) are \(1, 4, 6, 4, 1\).

Using combination formula for confirmation:

$$ \binom{4}{0} = 1, \quad \binom{4}{1} = 4, \quad \binom{4}{2} = 6, \quad \binom{4}{3} = 4, \quad \binom{4}{4} = 1 $$

Answer: The coefficients are 1, 4, 6, 4, 1


Example 5: Calculate the coefficient of the term containing \(x^2 y^3\) in the expansion of \((x + y)^5\).

Given: \(n = 5\), powers of \(x\) and \(y\) are 2 and 3 respectively, so \(k = 3\).

$$ \binom{5}{3} = \frac{5!}{3! \times 2!} = \frac{120}{6 \times 2} = 10 $$

Answer: The coefficient of the term \(x^2 y^3\) is 10


Practice Questions

  1. Expand \((5 + x)^3\) fully. (6 marks)
  2. Find the binomial coefficients for the expansion of \((a + b)^5\). (5 marks)
  3. Expand \((3m - 2)^4\) showing all terms. (8 marks)
  4. Calculate the coefficient of the term containing \(x^3 y^2\) in \((x + y)^5\). (5 marks)
  5. Expand \((2x + 1)^4\) and simplify the terms. (6 marks)

3.1.3 Pascals triangle

Pascal's triangle is a triangular array of numbers that provides coefficients for expanding binomial expressions, which are common in mechanical production calculations such as tolerances and material strength estimations. In Kenyan mechanical workshops and manufacturing units, understanding Pascal's triangle helps technicians quickly expand powers of binomials without extensive multiplication, saving time and reducing errors in design computations. The triangle's structure reveals patterns useful for both small and moderately large powers of binomials, especially relevant in component stress analysis and machining parameter calculations.

Structure and Formation of Pascal's Triangle

Pascal's triangle starts with a single 1 at the top. Each number inside the triangle is found by adding the two numbers directly above it from the previous row. This pattern generates the coefficients used in binomial expansions.

$$ \begin{array}{ccccccc} &&&&1&&\\ &&&1&&1&\\ &&1&&2&&1\\ &1&&3&&3&&1\\ 1&&4&&6&&4&&1\\ \end{array} $$

The first and last number of each row is always 1. The rows correspond to the powers of the binomial expansion, starting from power 0 at the top.

Worked Examples

Example 1: Find the coefficients for the expansion of \((a + b)^3\) using Pascal's triangle.

Given: Power \(n=3\)

Row 3 in Pascal's triangle is: \(1, 3, 3, 1\)

Answer: The coefficients are \(1, 3, 3, 1\).


Example 2: Determine the coefficients for \((x + y)^5\).

Given: Power \(n=5\)

Using Pascal's triangle rows:

Row 0: 1

Row 1: 1 1

Row 2: 1 2 1

Row 3: 1 3 3 1

Row 4: 1 4 6 4 1

Row 5: 1 5 10 10 5 1

Answer: Coefficients are \(1, 5, 10, 10, 5, 1\).


Example 3: Find the coefficient of the 4th term in the expansion of \((m + n)^6\).

Given: Power \(n=6\), term number \(k=4\)

The coefficient corresponds to the 3rd index in row 6 (starting at index 0):

Row 6: \(1, 6, 15, 20, 15, 6, 1\)

Coefficient = 20

Answer: Coefficient of 4th term is \(20\).


Example 4: Using Pascal's triangle, find the coefficients for \((2a + 3b)^4\).

Given: Power \(n=4\)

Row 4 coefficients: \(1, 4, 6, 4, 1\)

Answer: Coefficients are \(1, 4, 6, 4, 1\).


Example 5: Verify the coefficient of the 5th term for \((p + q)^7\).

Given: Power \(n=7\), term number \(k=5\)

Row 7: \(1, 7, 21, 35, 35, 21, 7, 1\)

Coefficient at index 4 (term 5) = 35

Answer: Coefficient is \(35\).

Properties of Pascal's Triangle Relevant to Binomial Expansion

The triangle exhibits symmetry and relationships between coefficients that simplify expansions:

  • The coefficients are symmetrical: the \(k\)th coefficient from the start equals the \(k\)th from the end.
  • Each coefficient is the sum of two coefficients above it.
  • The sum of coefficients in the \(n\)th row is \(2^n\).
  • Coefficients correspond to combinations: \(\binom{n}{k}\).
  • The triangle can be used to find coefficients up to moderate powers without factorial calculations.

Worked Examples

Example 1: Show that the sum of coefficients for \((a + b)^4\) is \(2^4\).

Row 4 coefficients: \(1 + 4 + 6 + 4 + 1 = 16\)

Calculate:

$$2^4 = 16$$

Answer: Sum of coefficients is \(16\).


Example 2: Verify that the 3rd coefficient of \((x + y)^5\) equals \(\binom{5}{2}\).

Given: \(n=5\), \(k=2\)

Calculate combination:

$$\binom{5}{2} = \frac{5!}{2!(5-2)!} = \frac{120}{2 \times 6} = 10$$

From Pascal's triangle row 5: coefficients are \(1, 5, 10, 10, 5, 1\)

3rd coefficient = 10

Answer: Coefficient equals \(10\).


Example 3: Find the coefficient of the 2nd term in \((3m + 4n)^6\) using symmetry.

Row 6: \(1, 6, 15, 20, 15, 6, 1\)

2nd term coefficient = 6

Answer: Coefficient is \(6\).


Example 4: Calculate the sum of coefficients for \((p + q)^7\).

Sum = \(2^7 = 128\)

Row 7 coefficients: \(1 + 7 + 21 + 35 + 35 + 21 + 7 + 1 = 128\)

Answer: Sum of coefficients is \(128\).


Example 5: Using Pascal's triangle, find the coefficient of \(a^3b^2\) in \((a + b)^5\).

The term with \(a^{5-k} b^k\), \(k=2\):

Coefficient = \(\binom{5}{2} = 10\)

Answer: Coefficient is \(10\).

Using Pascal's Triangle to Find Specific Terms in Expansion

To find a specific term in \((a + b)^n\), use the coefficient from Pascal's triangle and powers of \(a\) and \(b\) that sum to \(n\).

The general term is:

$$T_{k+1} = \binom{n}{k} a^{n-k} b^{k}$$

where \(k=0, 1, 2, ..., n\).

Worked Examples

Example 1: Find the 3rd term in \((x + y)^4\).

Given: \(n=4\), \(k=2\)

Coefficient \(\binom{4}{2} = 6\)

Term:

$$T_3 = 6 x^{4-2} y^{2} = 6 x^{2} y^{2}$$

Answer: \(6 x^{2} y^{2}\)


Example 2: Find the 5th term in \((2a + 3b)^6\).

Given: \(n=6\), \(k=4\)

Coefficient \(\binom{6}{4} = 15\)

Term:

$$T_5 = 15 (2a)^{6-4} (3b)^4 = 15 (2a)^2 (3b)^4$$

Calculate powers:

$$(2a)^2 = 4a^2$$

$$(3b)^4 = 81b^4$$

Multiply:

$$15 \times 4 \times 81 = 15 \times 324 = 4860$$

Term:

$$4860 a^{2} b^{4}$$

Answer: \(4860 a^{2} b^{4}\)


Example 3: Find the 2nd term in \((m, n)^5\).

Given: \(n=5\), \(k=1\), note the minus sign.

Coefficient \(\binom{5}{1} = 5\)

Term:

$$T_2 = 5 m^{5-1} (-n)^1 = 5 m^{4} (-n) = -5 m^{4} n$$

Answer: \(-5 m^{4} n\)


Example 4: Find the 4th term in \((x + 2y)^7\).

Given: \(n=7\), \(k=3\)

Coefficient \(\binom{7}{3} = 35\)

Term:

$$T_4 = 35 x^{7-3} (2y)^3 = 35 x^{4} (8 y^{3}) = 280 x^{4} y^{3}$$

Answer: \(280 x^{4} y^{3}\)


Example 5: Find the 6th term in \((3p - 4q)^6\).

Given: \(n=6\), \(k=5\)

Coefficient \(\binom{6}{5} = 6\)

Term:

$$T_6 = 6 (3p)^{6-5} (-4q)^5 = 6 (3p)^1 (-4q)^5$$

Calculate powers:

$$(3p)^1 = 3p$$

$$(-4q)^5 = (-4)^5 q^5 = -1024 q^5$$

Multiply:

$$6 \times 3 \times (-1024) = -18432$$

Term:

$$-18432 p q^{5}$$

Answer: \(-18432 p q^{5}\)

Limitations and Practical Use of Pascal's Triangle in Mechanical Calculations

Pascal's triangle is practical for expansions up to about the 7th or 8th power due to the increasing size of coefficients and complexity of terms. In mechanical production tasks such as calculating load distributions or tolerances involving binomial expressions raised to moderate powers, Pascal's triangle provides a quick method for coefficient determination. For higher powers, factorial or combination formulas are more efficient or computer-aided techniques are used.

Worked Examples

Example 1: Using Pascal's triangle, find coefficients for \((a + b)^8\).

Row 8 coefficients are obtained by adding adjacent pairs from row 7:

Row 7: \(1, 7, 21, 35, 35, 21, 7, 1\)

Add pairs:

\(1+7=8\), \(7+21=28\), \(21+35=56\), \(35+35=70\), \(35+21=56\), \(21+7=28\), \(7+1=8\)

Row 8:

\(1, 8, 28, 56, 70, 56, 28, 8, 1\)

Answer: Coefficients are \(1, 8, 28, 56, 70, 56, 28, 8, 1\).


Example 2: Find the coefficient of the 5th term in \((x + y)^8\).

Coefficient = 70 (from previous example)

Answer: Coefficient is \(70\).


Example 3: Find the 6th term in \((2m + 3n)^8\).

Given: \(n=8\), \(k=5\)

Coefficient \(\binom{8}{5} = 56\)

Term:

$$T_6 = 56 (2m)^{8-5} (3n)^5 = 56 (2m)^3 (3n)^5$$

Calculate powers:

$$(2m)^3 = 8 m^{3}$$

$$(3n)^5 = 243 n^{5}$$

Multiply:

$$56 \times 8 \times 243 = 56 \times 1944 = 108864$$

Term:

$$108864 m^{3} n^{5}$$

Answer: \(108864 m^{3} n^{5}\)


Example 4: Why is Pascal's triangle less practical for powers above 8?

  • Coefficients become very large, increasing calculation complexity.
  • Number of terms grows, making manual expansion tedious.
  • Mechanical calculations often require quick approximations; factorial formulas or software are preferred for high powers.

Example 5: Use combination formula to find coefficient for \((a + b)^{10}\) 4th term.

Given: \(n=10\), \(k=3\)

Calculate:

$$\binom{10}{3} = \frac{10!}{3! \times 7!} = \frac{3628800}{6 \times 5040} = \frac{3628800}{30240} = 120$$

Answer: Coefficient is \(120\).

Practice Questions

  1. Find the coefficients of \((x + y)^6\) using Pascal's triangle. (5 marks)
  2. Determine the 4th term in the expansion of \((2a + 3b)^5\). (6 marks)
  3. Calculate the coefficient of the 3rd term in \((m, n)^7\). (5 marks)
  4. Using Pascal's triangle, find the sum of coefficients for \((p + q)^8\). (4 marks)
  5. Find the 5th term in \((3x + 2y)^6\) including coefficients and powers. (6 marks)

3.1.4 Expansion Binomial theorem

The binomial theorem provides a general formula to expand powers of binomials \((a + b)^n\) for any positive integer \(n\). This theorem is crucial for mechanical production technicians when dealing with polynomial expressions in design calculations, stress analysis, and tolerance stacking. It allows quick and accurate expansion without repeated multiplication, which is essential in Kenyan manufacturing environments where precision and efficiency are valued.

Binomial Theorem Statement and Formula

The binomial theorem states that for any integer \(n \geq 0\),

$$ (a + b)^n = \sum_{k=0}^{n} \binom{n}{k} a^{n-k} b^{k} $$

where \(\binom{n}{k} = \frac{n!}{k!(n-k)!}\) is the binomial coefficient, giving the number of ways to choose \(k\) elements from \(n\).

Worked Examples

Example 1: Expand \((x + y)^2\) using the binomial theorem.

Given: \(n=2\), \(a=x\), \(b=y\)

Formula:

$$(x + y)^2 = \binom{2}{0} x^{2} y^{0} + \binom{2}{1} x^{1} y^{1} + \binom{2}{2} x^{0} y^{2}$$

Calculate coefficients:

\(\binom{2}{0} = 1\), \(\binom{2}{1} = 2\), \(\binom{2}{2} = 1\)

Write terms:

$$1 \times x^{2} \times 1 + 2 \times x^{1} \times y^{1} + 1 \times 1 \times y^{2}$$

Simplify:

$$x^{2} + 2xy + y^{2}$$

Answer: \(x^{2} + 2xy + y^{2}\)


Example 2: Expand \((a + b)^3\).

Given: \(n=3\)

Formula:

$$(a + b)^3 = \sum_{k=0}^3 \binom{3}{k} a^{3-k} b^{k}$$

Calculate coefficients:

\(\binom{3}{0} = 1\), \(\binom{3}{1} = 3\), \(\binom{3}{2} = 3\), \(\binom{3}{3} = 1\)

Write terms:

$$1 a^{3} b^{0} + 3 a^{2} b^{1} + 3 a^{1} b^{2} + 1 a^{0} b^{3}$$

Simplify:

$$a^{3} + 3 a^{2} b + 3 a b^{2} + b^{3}$$

Answer: \(a^{3} + 3 a^{2} b + 3 a b^{2} + b^{3}\)


Example 3: Expand \((2x + 3y)^2\).

Given: \(n=2\), \(a=2x\), \(b=3y\)

Formula:

$$(2x + 3y)^2 = \sum_{k=0}^2 \binom{2}{k} (2x)^{2-k} (3y)^k$$

Calculate coefficients:

\(\binom{2}{0} = 1\), \(\binom{2}{1} = 2\), \(\binom{2}{2} = 1\)

Write terms:

$$1 (2x)^2 (3y)^0 + 2 (2x)^1 (3y)^1 + 1 (2x)^0 (3y)^2$$

Calculate powers:

$$(2x)^2 = 4x^{2}$$

$$(3y)^0 = 1$$

$$(2x)^1 = 2x$$

$$(3y)^1 = 3y$$

$$(2x)^0 = 1$$

$$(3y)^2 = 9 y^{2}$$

Multiply:

$$1 \times 4x^{2} \times 1 = 4x^{2}$$

$$2 \times 2x \times 3y = 12 x y$$

$$1 \times 1 \times 9 y^{2} = 9 y^{2}$$

Sum:

$$4x^{2} + 12 x y + 9 y^{2}$$

Answer: \(4x^{2} + 12 x y + 9 y^{2}\)


Example 4: Expand \((m, n)^3\).

Given: \(n=3\), \(a=m\), \(b=-n\)

Formula:

$$(m, n)^3 = \sum_{k=0}^3 \binom{3}{k} m^{3-k} (-n)^k$$

Calculate coefficients:

\(\binom{3}{0} = 1\), \(\binom{3}{1} = 3\), \(\binom{3}{2} = 3\), \(\binom{3}{3} = 1\)

Write terms:

$$1 m^{3} (-n)^0 + 3 m^{2} (-n)^1 + 3 m^{1} (-n)^2 + 1 m^{0} (-n)^3$$

Calculate powers:

$$(-n)^0 = 1$$

$$(-n)^1 = -n$$

$$(-n)^2 = n^{2}$$

$$(-n)^3 = -n^{3}$$

Multiply:

$$1 \times m^{3} \times 1 = m^{3}$$

$$3 \times m^{2} \times (-n) = -3 m^{2} n$$

$$3 \times m \times n^{2} = 3 m n^{2}$$

$$1 \times 1 \times (-n^{3}) = -n^{3}$$

Sum:

$$m^{3} - 3 m^{2} n + 3 m n^{2} - n^{3}$$

Answer: \(m^{3} - 3 m^{2} n + 3 m n^{2} - n^{3}\)


Example 5: Expand \((x + 2y)^4\).

Given: \(n=4\), \(a=x\), \(b=2y\)

Formula:

$$(x + 2y)^4 = \sum_{k=0}^4 \binom{4}{k} x^{4-k} (2y)^k$$

Coefficients:

\(\binom{4}{0} = 1\), \(\binom{4}{1} = 4\), \(\binom{4}{2} = 6\), \(\binom{4}{3} = 4\), \(\binom{4}{4} = 1\)

Terms:

$$1 x^{4} (2y)^0 + 4 x^{3} (2y)^1 + 6 x^{2} (2y)^2 + 4 x^{1} (2y)^3 + 1 x^{0} (2y)^4$$

Calculate powers:

$$(2y)^0 = 1$$

$$(2y)^1 = 2 y$$

$$(2y)^2 = 4 y^{2}$$

$$(2y)^3 = 8 y^{3}$$

$$(2y)^4 = 16 y^{4}$$

Multiply terms:

$$1 \times x^{4} \times 1 = x^{4}$$

$$4 \times x^{3} \times 2 y = 8 x^{3} y$$

$$6 \times x^{2} \times 4 y^{2} = 24 x^{2} y^{2}$$

$$4 \times x \times 8 y^{3} = 32 x y^{3}$$

$$1 \times 1 \times 16 y^{4} = 16 y^{4}$$

Sum:

$$x^{4} + 8 x^{3} y + 24 x^{2} y^{2} + 32 x y^{3} + 16 y^{4}$$

Answer: \(x^{4} + 8 x^{3} y + 24 x^{2} y^{2} + 32 x y^{3} + 16 y^{4}\)

Finding Specific Terms and Coefficients in Binomial Expansion

To find any term in \((a + b)^n\), the general term \(T_{k+1}\) is:

$$ T_{k+1} = \binom{n}{k} a^{n-k} b^{k} $$

where \(k = 0, 1, 2, ..., n\).

This formula is used to find specific terms without expanding the entire expression, useful in mechanical engineering problems involving polynomial expressions.

Worked Examples

Example 1: Find the 4th term of \((x + y)^5\).

Given: \(n=5\), \(k=3\)

Calculate coefficient:

$$\binom{5}{3} = \frac{5!}{3! 2!} = \frac{120}{6 \times 2} = 10$$

Term:

$$T_4 = 10 x^{5-3} y^{3} = 10 x^{2} y^{3}$$

Answer: \(10 x^{2} y^{3}\)


Example 2: Find the 3rd term in \((2m + 3n)^4\).

Given: \(n=4\), \(k=2\)

Calculate coefficient:

$$\binom{4}{2} = \frac{4!}{2! 2!} = \frac{24}{2 \times 2} = 6$$

Calculate powers:

$$(2m)^{4-2} = (2m)^2 = 4 m^{2}$$

$$(3n)^2 = 9 n^{2}$$

Multiply:

$$T_3 = 6 \times 4 m^{2} \times 9 n^{2} = 216 m^{2} n^{2}$$

Answer: \(216 m^{2} n^{2}\)


Example 3: Find the 5th term in \((3p - 2q)^6\).

Given: \(n=6\), \(k=4\), \(b = -2q\)

Calculate coefficient:

$$\binom{6}{4} = \frac{6!}{4! 2!} = \frac{720}{24 \times 2} = 15$$

Calculate powers:

$$(3p)^{6-4} = (3p)^2 = 9 p^{2}$$

$$(-2q)^4 = 16 q^{4}$$

Multiply:

$$T_5 = 15 \times 9 p^{2} \times 16 q^{4} = 2160 p^{2} q^{4}$$

Answer: \(2160 p^{2} q^{4}\)


Example 4: Find the 2nd term in \((x + 5y)^7\).

Given: \(n=7\), \(k=1\)

Calculate coefficient:

$$\binom{7}{1} = 7$$

Calculate powers:

$$(x)^{7-1} = x^{6}$$

$$(5y)^1 = 5 y$$

Multiply:

$$T_2 = 7 \times x^{6} \times 5 y = 35 x^{6} y$$

Answer: \(35 x^{6} y\)


Example 5: Find the coefficient of the 7th term in \((2a - 3b)^9\).

Given: \(n=9\), \(k=6\), \(b = -3b\)

Calculate coefficient:

$$\binom{9}{6} = \frac{9!}{6! 3!} = \frac{362880}{720 \times 6} = 84$$

Calculate powers:

$$(2a)^{9-6} = (2a)^3 = 8 a^{3}$$

$$(-3b)^6 = (-3)^6 b^{6} = 729 b^{6}$$

Multiply:

Coefficient term:

$$84 \times 8 \times 729 = 84 \times 5832 = 489,888$$

Term:

$$489,888 a^{3} b^{6}$$

Answer: \(489,888 a^{3} b^{6}\)

Binomial Expansion for Negative and Fractional Powers (Introductory)

For mechanical production technicians, expansions of binomials with negative or fractional powers occur in advanced calculations, such as stress-strain relationships or fluid flow equations. The binomial theorem extends to these cases using infinite series, but expansions are approximated to a finite number of terms.

The general expansion for \((1 + x)^n\) where \(n\) is any real number is:

$$ (1 + x)^n = 1 + n x + \frac{n(n-1)}{2!} x^{2} + \frac{n(n-1)(n-2)}{3!} x^{3} + \cdots $$

valid for \(|x| < 1\).

Worked Examples

Example 1: Expand \((1 + x)^{-1}\) up to \(x^{3}\).

Terms:

  • \(1\)

  • \(n x = (-1) x = -x\)

  • \(\frac{n(n-1)}{2!} x^{2} = \frac{-1 \times -2}{2} x^{2} = 1 x^{2} = x^{2}\)

  • \(\frac{n(n-1)(n-2)}{3!} x^{3} = \frac{-1 \times -2 \times -3}{6} x^{3} = \frac{-6}{6} x^{3} = -x^{3}\)

Sum:

$$1 - x + x^{2} - x^{3}$$

Answer: \(1 - x + x^{2} - x^{3}\)


Example 2: Expand \((1 + x)^{1/2}\) up to \(x^{3}\).

Terms:

  • \(1\)

  • \(n x = \frac{1}{2} x\)

  • \(\frac{n(n-1)}{2!} x^{2} = \frac{\frac{1}{2} \times -\frac{1}{2}}{2} x^{2} = -\frac{1}{8} x^{2}\)

  • \(\frac{n(n-1)(n-2)}{3!} x^{3} = \frac{\frac{1}{2} \times -\frac{1}{2} \times -\frac{3}{2}}{6} x^{3} = \frac{3}{16} x^{3}\)

Sum:

$$1 + \frac{1}{2} x - \frac{1}{8} x^{2} + \frac{3}{16} x^{3}$$

Answer: \(1 + \frac{1}{2} x - \frac{1}{8} x^{2} + \frac{3}{16} x^{3}\)


Example 3: Expand \((1 - 2x)^{-2}\) up to \(x^{2}\).

Rewrite as:

$$(1 + (-2x))^{-2}$$

Terms:

  • \(1\)

  • \(n x = -2 \times (-2x) = 4x\)

  • \(\frac{n(n-1)}{2!} x^{2} = \frac{-2 \times (-3)}{2} (-2x)^2 = \frac{6}{2} \times 4 x^{2} = 3 \times 4 x^{2} = 12 x^{2}\)

Sum:

$$1 + 4 x + 12 x^{2}$$

Answer: \(1 + 4 x + 12 x^{2}\)


Example 4: Approximate \(\sqrt{1 + 0.1}\) using binomial expansion up to \(x^{2}\).

Given: \(n = \frac{1}{2}\), \(x = 0.1\)

Approximation:

$$1 + \frac{1}{2} (0.1) - \frac{1}{8} (0.1)^2 = 1 + 0.05 - 0.00125 = 1.04875$$

Answer: Approximate value is \(1.04875\)


Example 5: Expand \((1 + 3x)^{-1}\) up to \(x^{2}\).

Rewrite as:

$$(1 + 3x)^{-1} = 1 + (-1) \times 3x + \frac{-1 \times (-2)}{2} (3x)^2$$

Calculate terms:

  • \(1\)

  • \(-3x\)

  • \(\frac{2}{2} \times 9 x^{2} = 9 x^{2}\)

Sum:

$$1 - 3 x + 9 x^{2}$$

Answer: \(1 - 3 x + 9 x^{2}\)

Application of Binomial Expansion in Mechanical Production Calculations

Binomial expansions are used in mechanical production for estimating powers of sums in load calculations, material deformation, and machining parameters. They simplify polynomial expressions, allowing technicians to predict component behavior under varying conditions efficiently.

Worked Examples

Example 1: A shaft radius increases by \(x = 0.02\) mm from nominal \(r = 50\) mm. Estimate \((r + x)^3\) using binomial expansion.

Given: \(r=50\) mm, \(x=0.02\) mm, \(n=3\)

Expand:

$$(r + x)^3 = r^{3} + 3 r^{2} x + 3 r x^{2} + x^{3}$$

Calculate:

$$50^{3} = 125,000 \text{ mm}^3$$

$$3 \times 50^{2} \times 0.02 = 3 \times 2,500 \times 0.02 = 150$$

$$3 \times 50 \times (0.02)^2 = 3 \times 50 \times 0.0004 = 0.06$$

$$(0.02)^3 = 0.000008$$

Sum:

$$125,000 + 150 + 0.06 + 0.000008 = 125,150.060008 \text{ mm}^3$$

Answer: Volume estimate is approximately \(125,150.06\) mm\(^3\).


Example 2: Calculate \((1.05)^4\) using binomial expansion.

Given: \(a=1\), \(b=0.05\), \(n=4\)

Expand:

$$(1 + 0.05)^4 = 1^{4} + 4 \times 1^{3} \times 0.05 + 6 \times 1^{2} \times (0.05)^2 + 4 \times 1 \times (0.05)^3 + (0.05)^4$$

Calculate terms:

$$1$$

$$4 \times 0.05 = 0.2$$

$$6 \times 0.0025 = 0.015$$

$$4 \times 0.000125 = 0.0005$$

$$0.00000625$$

Sum:

$$1 + 0.2 + 0.015 + 0.0005 + 0.00000625 = 1.21550625$$

Answer: \((1.05)^4 \approx 1.2155\)


Example 3: Approximate \((1 - 0.03)^5\) using binomial expansion.

Given: \(a=1\), \(b=-0.03\), \(n=5\)

Terms:

$$1 + 5(-0.03) + 10(-0.03)^2 + 10(-0.03)^3 + 5(-0.03)^4 + (-0.03)^5$$

Calculate powers:

\(-0.03)^2 = 0.0009\)

\(-0.03)^3 = -0.000027\)

\(-0.03)^4 = 0.00000081\)

\(-0.03)^5 = -0.0000000243\)

Calculate terms:

$$1 - 0.15 + 0.009 - 0.00027 + 0.00000405 - 0.0000000243$$

Sum:

$$1 - 0.15 + 0.009 - 0.00027 + 0.00000405 - 0.0000000243 = 0.858734$$

Answer: Approximate value is \(0.8587\)


Example 4: The diameter of a rod increases by 0.01 m from 0.5 m. Estimate the volume change using \((d + x)^3\).

Given: \(d=0.5\) m, \(x=0.01\) m, \(n=3\)

Expand:

$$(d + x)^3 = d^{3} + 3 d^{2} x + 3 d x^{2} + x^{3}$$

Calculate:

$$0.5^{3} = 0.125 \text{ m}^3$$

$$3 \times 0.5^{2} \times 0.01 = 3 \times 0.25 \times 0.01 = 0.0075$$

$$3 \times 0.5 \times 0.0001 = 0.00015$$

$$(0.01)^3 = 0.000001$$

Sum:

$$0.125 + 0.0075 + 0.00015 + 0.000001 = 0.132651 \text{ m}^3$$

Answer: Volume estimate is approximately \(0.13265\) m\(^3\).


Example 5: Use binomial expansion to approximate \((1.08)^{3}\).

Given: \(a=1\), \(b=0.08\), \(n=3\)

Expand:

$$1 + 3 \times 0.08 + 3 \times (0.08)^2 + (0.08)^3$$

Calculate powers:

$$(0.08)^2 = 0.0064$$

$$(0.08)^3 = 0.000512$$

Calculate terms:

$$1 + 0.24 + 0.0192 + 0.000512 = 1.259712$$

Answer: \((1.08)^3 \approx 1.2597\)

Practice Questions

  1. Expand \((3x + 2y)^3\) using the binomial theorem. (6 marks)
  2. Find the 5th term in the expansion of \((2a, b)^6\). (7 marks)
  3. Approximate \((1.04)^5\) using binomial expansion. (5 marks)
  4. Find the coefficient of \(x^2 y^3\) in \((x + y)^5\). (4 marks)
  5. Expand \((1 - 0.02)^4\) up to the \(x^{2}\) term using the binomial series for negative powers. (6 marks)

3.2.1 Positive powers of n

Expanding binomial expressions with positive integer powers is a fundamental skill in mechanical production, especially when calculating forces, material properties, or dimensions raised to powers. The binomial expansion allows efficient computation without multiplying the expression repeatedly. The expansion of \((a + b)^n\) for positive integer \(n\) uses coefficients from Pascal's triangle and follows the formula:

$$ (a + b)^n = \sum_{k=0}^n \binom{n}{k} a^{n-k} b^{k} $$

where \(\binom{n}{k} = \frac{n!}{k!(n-k)!}\) are the binomial coefficients.

Worked Examples

Example 1:
Expand \((x + 2)^3\) and find the term when \(x = 4\).

Given: \(n=3\), \(a = x\), \(b=2\), \(x=4\)

$$ (x + 2)^3 = \sum_{k=0}^3 \binom{3}{k} x^{3-k} 2^k $$

$$ = \binom{3}{0} x^3 2^0 + \binom{3}{1} x^2 2^1 + \binom{3}{2} x^1 2^2 + \binom{3}{3} x^0 2^3 $$

Calculate coefficients:

\(\binom{3}{0} = 1\), \(\binom{3}{1} = 3\), \(\binom{3}{2} = 3\), \(\binom{3}{3} = 1\)

$$ = 1 \times x^3 + 3 \times x^2 \times 2 + 3 \times x \times 4 + 1 \times 8 $$

Substitute \(x=4\):

$$ = 1 \times 4^3 + 3 \times 4^2 \times 2 + 3 \times 4 \times 4 + 8 $$

Calculate powers and products:

$$ = 64 + 3 \times 16 \times 2 + 3 \times 4 \times 4 + 8 $$

$$ = 64 + 96 + 48 + 8 $$

Sum all terms:

$$ = 216 $$

Answer: 216


Example 2:
Find the expansion of \((3 + y)^4\) and evaluate for \(y = 1\).

Given: \(n=4\), \(a=3\), \(b=y\), \(y=1\)

$$ (3 + y)^4 = \sum_{k=0}^4 \binom{4}{k} 3^{4-k} y^k $$

Coefficients:

\(\binom{4}{0} = 1\), \(\binom{4}{1} = 4\), \(\binom{4}{2} = 6\), \(\binom{4}{3} = 4\), \(\binom{4}{4} = 1\)

Expansion:

$$ = 1 \times 3^4 + 4 \times 3^3 y + 6 \times 3^2 y^2 + 4 \times 3 y^3 + 1 \times y^4 $$

Substitute \(y=1\):

$$ = 81 + 4 \times 27 \times 1 + 6 \times 9 \times 1 + 4 \times 3 \times 1 + 1 $$

Calculate:

$$ = 81 + 108 + 54 + 12 + 1 $$

Sum:

$$ = 256 $$

Answer: 256


Example 3:
A mechanical part has dimensions expressed as \((2m + 0.5)^5\). Find the expanded form and calculate the value when \(m=1.2\).

Given: \(n=5\), \(a=2m\), \(b=0.5\), \(m=1.2\)

$$ (2m + 0.5)^5 = \sum_{k=0}^5 \binom{5}{k} (2m)^{5-k} (0.5)^k $$

Coefficients:

\(\binom{5}{0} = 1\), \(\binom{5}{1} = 5\), \(\binom{5}{2} = 10\), \(\binom{5}{3} = 10\), \(\binom{5}{4} = 5\), \(\binom{5}{5} = 1\)

Expand terms:

$$ = 1 \times (2m)^5 + 5 \times (2m)^4 \times 0.5 + 10 \times (2m)^3 \times (0.5)^2 + 10 \times (2m)^2 \times (0.5)^3 + 5 \times (2m) \times (0.5)^4 + 1 \times (0.5)^5 $$

Calculate powers of 0.5:

\[ (0.5)^2 = 0.25, \quad (0.5)^3 = 0.125, \quad (0.5)^4 = 0.0625, \quad (0.5)^5 = 0.03125 \]

Substitute \(m=1.2\):

Calculate powers of \(2m = 2 \times 1.2 = 2.4\):

\[ (2.4)^5 = 2.4 \times 2.4 \times 2.4 \times 2.4 \times 2.4 \]
Calculate stepwise:

\[ 2.4^2 = 5.76 \]
\[ 2.4^3 = 5.76 \times 2.4 = 13.824 \]
\[ 2.4^4 = 13.824 \times 2.4 = 33.1776 \]
\[ 2.4^5 = 33.1776 \times 2.4 = 79.62624 \]

Similarly,

\[ (2.4)^4 = 33.1776, \quad (2.4)^3 = 13.824, \quad (2.4)^2 = 5.76, \quad (2.4)^1 = 2.4 \]

Now substitute:

$$ = 1 \times 79.62624 + 5 \times 33.1776 \times 0.5 + 10 \times 13.824 \times 0.25 + 10 \times 5.76 \times 0.125 + 5 \times 2.4 \times 0.0625 + 1 \times 0.03125 $$

Calculate each term:

$$ = 79.62624 + 5 \times 16.5888 + 10 \times 3.456 + 10 \times 0.72 + 5 \times 0.15 + 0.03125 $$

$$ = 79.62624 + 82.944 + 34.56 + 7.2 + 0.75 + 0.03125 $$

Sum all:

$$ = 205.11149 $$

Answer: 205.11


Example 4:
Calculate the coefficient of the \(x^3 y^2\) term in the expansion of \((x + y)^5\).

Given: \(n=5\), term with \(x^{3}\), so \(k=2\) since powers add to 5.

Coefficient:

$$ \binom{5}{2} = \frac{5!}{2! \times 3!} = \frac{120}{2 \times 6} = 10 $$

Term:

$$ 10 \times x^{3} \times y^{2} $$

Answer: Coefficient is 10


Example 5:
A tensile force \(F\) is given by \((100 + 5x)^4\), where \(x\) is a small extension in mm. Find the term independent of \(x\) and the coefficient of the \(x^2\) term.

Given: \(n=4\), \(a=100\), \(b=5x\)

The general term is:

$$ T_{k+1} = \binom{4}{k} 100^{4-k} (5x)^k $$

  • Term independent of \(x\) is when \(k=0\):

$$ T_1 = \binom{4}{0} 100^4 (5x)^0 = 1 \times 100000000 \times 1 = 100000000 $$

  • Coefficient of \(x^2\) term is when \(k=2\):

$$ T_3 = \binom{4}{2} 100^{2} (5)^2 x^{2} = 6 \times 10000 \times 25 \times x^{2} $$

Calculate coefficient:

$$ 6 \times 10000 \times 25 = 6 \times 250000 = 1500000 $$

Answer:

  • Term independent of \(x\) = \(100000000\)
  • Coefficient of \(x^2\) term = \(1500000\)

Practice Questions

  1. Expand \((5 + x)^3\) and evaluate for \(x=2\). (5 marks)
  2. Find the coefficient of \(a^3 b^2\) in \((a + b)^5\). (4 marks)
  3. Calculate the expansion of \((2m + 1)^4\) and find the value when \(m=0.5\). (6 marks)
  4. Determine the term independent of \(y\) and the coefficient of the \(y^3\) term in \((3 + y)^5\). (5 marks)
  5. A cylindrical rod's volume varies as \((r + 0.1)^3\), where \(r=5\) cm. Expand and calculate the volume. (6 marks)

3.2.2 Negative powers of n

Expanding binomial expressions with negative integer powers is crucial in mechanical production calculations involving inverse relations such as stiffness, compliance, or stress-strain inverses. The binomial series for negative powers is an infinite series and converges when \(|b/a| < 1\). The general formula for \((1 + x)^n\) where \(n\) is negative integer is:

$$ (1 + x)^n = 1 + n x + \frac{n(n-1)}{2!} x^2 + \frac{n(n-1)(n-2)}{3!} x^3 + \cdots $$

The expansion continues infinitely but in practical engineering, only the first few terms are used for approximations.

Worked Examples

Example 1:
Expand \((1 + x)^{-1}\) up to \(x^3\) terms and evaluate for \(x = 0.1\).

Given: \(n = -1\)

$$ (1 + x)^{-1} = 1 + (-1) x + \frac{(-1)(-2)}{2!} x^2 + \frac{(-1)(-2)(-3)}{3!} x^3 $$

Calculate coefficients:

$$ = 1 - x + \frac{2}{2} x^2 - \frac{6}{6} x^3 = 1 - x + x^2 - x^3 $$

Substitute \(x=0.1\):

$$ = 1 - 0.1 + 0.01 - 0.001 = 0.909 $$

Answer: 0.909


Example 2:
Find the first four terms of \((1 - 0.2)^{-2}\) using binomial expansion.

Given: \(n = -2\), \(x = -0.2\)

Formula:

$$ (1 + x)^n = 1 + n x + \frac{n(n-1)}{2!} x^2 + \frac{n(n-1)(n-2)}{3!} x^3 $$

Calculate terms:

$$ = 1 + (-2)(-0.2) + \frac{-2 \times -3}{2} (-0.2)^2 + \frac{-2 \times -3 \times -4}{6} (-0.2)^3 $$

Calculate each term:

  • First term: \(1\)
  • Second term: \(+0.4\)
  • Third term: \(\frac{6}{2} \times 0.04 = 3 \times 0.04 = 0.12\)
  • Fourth term: \(\frac{-24}{6} \times -0.008 = -4 \times -0.008 = +0.032\)

Sum:

$$ = 1 + 0.4 + 0.12 + 0.032 = 1.552 $$

Answer: 1.552


Example 3:
A mechanical part's compliance varies as \((1 + x)^{-3}\). Find the expansion up to \(x^3\) for \(x=0.05\).

Given: \(n = -3\), \(x=0.05\)

Formula:

$$ (1 + x)^{-3} = 1 + n x + \frac{n(n-1)}{2!} x^2 + \frac{n(n-1)(n-2)}{3!} x^3 $$

Calculate coefficients:

$$ = 1 - 3 x + \frac{-3 \times -4}{2} x^2 - \frac{-3 \times -4 \times -5}{6} x^3 $$

Calculate terms:

  • \(1\)
  • \(-3 \times 0.05 = -0.15\)
  • \(\frac{12}{2} \times (0.05)^2 = 6 \times 0.0025 = 0.015\)
  • \(-\frac{-60}{6} \times (0.05)^3 = -(-10) \times 0.000125 = +0.00125\)

Sum:

$$ = 1 - 0.15 + 0.015 + 0.00125 = 0.86625 $$

Answer: 0.86625


Example 4:
Expand \((1 + 2x)^{-2}\) up to the \(x^3\) term and evaluate for \(x = 0.1\).

Given: \(n = -2\), \(x = 2x\), substitute \(2x\) as variable.

Formula:

$$ (1 + 2x)^{-2} = 1 + n(2x) + \frac{n(n-1)}{2!} (2x)^2 + \frac{n(n-1)(n-2)}{3!} (2x)^3 $$

Calculate coefficients and powers:

$$ = 1 - 2 \times 2x + \frac{-2 \times -3}{2} (2x)^2 - \frac{-2 \times -3 \times -4}{6} (2x)^3 $$

$$ = 1 - 4x + 3 \times 4x^2 - 4 \times 8 x^3 = 1 - 4x + 12 x^2 - 32 x^3 $$

Substitute \(x=0.1\):

$$ = 1 - 4 \times 0.1 + 12 \times 0.01 - 32 \times 0.001 $$

Calculate:

$$ = 1 - 0.4 + 0.12 - 0.032 = 0.688 $$

Answer: 0.688


Example 5:
A machine's efficiency factor is given by \(\frac{1}{(1 + 0.03x)^4}\). Expand using binomial expansion up to \(x^3\) and calculate for \(x=2\).

Given: \(n = -4\), \(x = 0.03x\), \(x=2\)

Formula:

$$ (1 + 0.03x)^{-4} = 1 + n (0.03x) + \frac{n(n-1)}{2!} (0.03x)^2 + \frac{n(n-1)(n-2)}{3!} (0.03x)^3 $$

Calculate coefficients:

$$ = 1 - 4 (0.06) + \frac{-4 \times -5}{2} (0.06)^2 - \frac{-4 \times -5 \times -6}{6} (0.06)^3 $$

Calculate powers:

\[ 0.03 \times 2 = 0.06 \]
\[ (0.06)^2 = 0.0036 \]
\[ (0.06)^3 = 0.000216 \]

Calculate terms:

  • \(1\)
  • \(-4 \times 0.06 = -0.24\)
  • \(\frac{20}{2} \times 0.0036 = 10 \times 0.0036 = 0.036\)
  • \(-\frac{-120}{6} \times 0.000216 = -(-20) \times 0.000216 = +0.00432\)

Sum:

$$ = 1 - 0.24 + 0.036 + 0.00432 = 0.80032 $$

Answer: 0.80032


Practice Questions

  1. Expand \((1 + 0.05)^{-1}\) up to the \(x^3\) term and evaluate. (5 marks)
  2. Find the first four terms of \((1 - 0.1)^{-3}\). (5 marks)
  3. Calculate the expansion of \((1 + 0.02x)^{-2}\) up to \(x^3\) for \(x=3\). (6 marks)
  4. A lever arm length is approximated by \(\frac{1}{(1 + 0.04x)^3}\). Expand and find the value for \(x=1.5\). (6 marks)
  5. Determine the coefficient of \(x^2\) in the expansion of \((1 + x)^{-4}\). (4 marks)

3.2.3 Fractional powers of n (roots)

Fractional powers represent roots and fractional exponents of numbers, which are common in mechanical production calculations such as determining dimensions based on volume or stress-strain relations. In Kenyan workshops and manufacturing settings, understanding fractional powers is essential for accurate measurements and design calculations where quantities like square roots or cube roots appear frequently.

The general form for fractional powers is:

$$ a^{\frac{m}{n}} = \sqrt[n]{a^m} = (\sqrt[n]{a})^m $$

where \(a\) is a positive real number, \(m\) and \(n\) are integers, and \(n > 0\).

Worked Examples

Example 1:
Calculate the square root of 81 raised to the power 3, i.e., \(81^{\frac{3}{2}}\), for a metal rod's cross-sectional area calculation.

Given: \(a = 81\), \(m = 3\), \(n = 2\)$$a^{\frac{m}{n}} = \sqrt[n]{a^m}$$$$81^{\frac{3}{2}} = \sqrt{81^3}$$ Calculate \(81^3\):$$81^3 = 81 \times 81 \times 81 = 531441$$ Calculate \(\sqrt{531441}\):$$\sqrt{531441} = 729$$ Answer: 729

Example 2:
Find the cube root of 125 raised to the power 2, \(125^{\frac{2}{3}}\), used in volume-related machining operations.

Given: \(a = 125\), \(m = 2\), \(n = 3\)$$125^{\frac{2}{3}} = \sqrt[3]{125^2}$$ Calculate \(125^2\):$$125^2 = 15625$$ Calculate \(\sqrt[3]{15625}\):
Since \(25^3 = 15625\),$$\sqrt[3]{15625} = 25$$ Answer: 25

Example 3:
Evaluate \(( \frac{16}{81} )^{\frac{3}{4}}\), relevant in stress analysis where material properties involve fractional exponents.

Given: \(a = \frac{16}{81}\), \(m = 3\), \(n = 4\)$$(\frac{16}{81})^{\frac{3}{4}} = (\sqrt[4]{\frac{16}{81}})^3$$ Calculate \(\sqrt[4]{\frac{16}{81}}\):$$\sqrt[4]{16} = 2$$$$\sqrt[4]{81} = 3$$ So,$$\sqrt[4]{\frac{16}{81}} = \frac{2}{3}$$ Raise to the power 3:$$(\frac{2}{3})^3 = \frac{8}{27}$$ Answer: \(\frac{8}{27}\)

Example 4:
Calculate \(49^{-\frac{1}{2}}\), a fractional negative power used in inverse square root scaling in tool wear rate estimations.

Given: \(a = 49\), \(m = -1\), \(n = 2\)$$49^{-\frac{1}{2}} = \frac{1}{\sqrt{49}}$$ Calculate \(\sqrt{49}\):$$\sqrt{49} = 7$$$$49^{-\frac{1}{2}} = \frac{1}{7}$$ Answer: \(\frac{1}{7}\)

Example 5:
A gear ratio calculation involves \(27^{\frac{4}{3}}\). Find the value.

Given: \(a = 27\), \(m = 4\), \(n = 3\)$$27^{\frac{4}{3}} = (\sqrt[3]{27})^4$$ Calculate \(\sqrt[3]{27}\):$$\sqrt[3]{27} = 3$$ Calculate \(3^4\):$$3^4 = 81$$ Answer: 81

Practice Questions

  1. Calculate \(64^{\frac{5}{3}}\) relevant to volume scaling in casting (4 marks)
  2. Find the value of \(81^{-\frac{3}{4}}\) used in inverse scaling of force (4 marks)
  3. Evaluate \((\frac{9}{16})^{\frac{3}{2}}\) for surface area calculations (4 marks)

3.2.4 Estimation of errors of small changes

In mechanical production, small changes in dimensions or measurements can significantly affect the performance of components. Estimating errors due to these small changes is crucial for quality control and ensuring mechanical parts meet tolerance requirements. The differential calculus approach is used to approximate errors for functions of one or more variables.

For a function \(y = f(x)\), the approximate change in \(y\) due to a small change \(\Delta x\) in \(x\) is given by:

$$ \Delta y \approx \frac{dy}{dx} \Delta x $$

where \(\frac{dy}{dx}\) is the derivative of the function.

For functions involving powers such as \(y = x^n\), the error estimation formula becomes:

$$ \Delta y \approx n x^{n-1} \Delta x $$

Worked Examples

Example 1:
Estimate the error in the volume of a cube if the side length \(x = 10\,cm\) has an error \(\Delta x = 0.1\,cm\). Volume \(V = x^3\).

Given: \(x = 10\,cm\), \(\Delta x = 0.1\,cm\), \(V = x^3\)
Derivative:$$\frac{dV}{dx} = 3x^2$$ Error in volume:$$\Delta V \approx 3x^2 \Delta x$$ Substitute values:$$\Delta V \approx 3 \times (10)^2 \times 0.1$$$$\Delta V \approx 3 \times 100 \times 0.1 = 30\,cm^3$$ Answer: 30 cm³

Example 2:
A shaft diameter is \(d = 50\,mm\) with a possible measurement error of \(\Delta d = 0.2\,mm\). Calculate the approximate error in cross-sectional area \(A = \frac{\pi}{4} d^2\).

Given: \(d = 50\,mm\), \(\Delta d = 0.2\,mm\),$$A = \frac{\pi}{4} d^2$$ Derivative:$$\frac{dA}{dd} = \frac{\pi}{2} d$$ Error in area:$$\Delta A \approx \frac{\pi}{2} d \Delta d$$ Substitute values:$$\Delta A \approx \frac{3.1416}{2} \times 50 \times 0.2$$$$\Delta A \approx 1.5708 \times 50 \times 0.2 = 15.708\,mm^2$$ Answer: 15.708 mm²

Example 3:
Estimate the error in the length of a cylindrical rod \(L = k t^{\frac{1}{2}}\) where \(k = 5\), thickness \(t = 16\,mm\) and error \(\Delta t = 0.1\,mm\).

Given: \(L = 5 t^{\frac{1}{2}}\), \(t = 16\,mm\), \(\Delta t = 0.1\,mm\)
Derivative:$$\frac{dL}{dt} = 5 \times \frac{1}{2} t^{-\frac{1}{2}} = \frac{5}{2 \sqrt{t}}$$ Calculate derivative at \(t=16\):$$\frac{dL}{dt} = \frac{5}{2 \times 4} = \frac{5}{8} = 0.625$$ Error in length:$$\Delta L \approx 0.625 \times 0.1 = 0.0625\,mm$$ Answer: 0.0625 mm

Example 4:
A rectangular plate has length \(l = 2\,m\) and width \(w = 1\,m\) with possible errors \(\Delta l = 0.01\,m\), \(\Delta w = 0.005\,m\). Estimate the error in area \(A = l \times w\).

Given: \(l = 2\,m\), \(w = 1\,m\), \(\Delta l = 0.01\,m\), \(\Delta w = 0.005\,m\)
Total differential:$$\Delta A \approx w \Delta l + l \Delta w$$ Substitute values:$$\Delta A \approx 1 \times 0.01 + 2 \times 0.005 = 0.01 + 0.01 = 0.02\,m^2$$ Answer: 0.02 m²

Example 5:
Estimate the error in the volume \(V = \pi r^2 h\) of a cylinder where \(r = 0.3\,m\), \(h = 1\,m\), \(\Delta r = 0.002\,m\), \(\Delta h = 0.005\,m\).

Given: \(V = \pi r^2 h\), \(r=0.3\,m\), \(h=1\,m\), \(\Delta r=0.002\,m\), \(\Delta h=0.005\,m\)
Partial derivatives:$$\frac{\partial V}{\partial r} = 2 \pi r h$$$$\frac{\partial V}{\partial h} = \pi r^2$$ Error estimation:$$\Delta V \approx | \frac{\partial V}{\partial r} | \Delta r + | \frac{\partial V}{\partial h} | \Delta h$$ Calculate derivatives:$$\frac{\partial V}{\partial r} = 2 \times 3.1416 \times 0.3 \times 1 = 1.88496$$$$\frac{\partial V}{\partial h} = 3.1416 \times (0.3)^2 = 3.1416 \times 0.09 = 0.282744$$ Calculate error:$$\Delta V \approx 1.88496 \times 0.002 + 0.282744 \times 0.005$$$$\Delta V \approx 0.00376992 + 0.00141372 = 0.00518364\,m^3$$ Answer: 0.00518 m³

Practice Questions

  1. Estimate the error in the surface area \(A = 4 \pi r^2\) of a ball bearing where \(r = 0.05\,m\) and \(\Delta r = 0.001\,m\) (5 marks)
  2. A metal plate thickness is \(t = 0.02\,m\) with error \(\Delta t = 0.0005\,m\). Calculate the error in the volume \(V = A \times t\) if the area \(A = 1.5\,m^2\) (4 marks)
  3. Estimate the error in \(y = x^{3/2}\) when \(x = 4\) and \(\Delta x = 0.1\) (4 marks)

Chapter Summary

This chapter began by exploring powers in binomial expressions, establishing the foundation for understanding terms raised to various exponents. The concept of coefficients was then introduced, explaining their role as multipliers in each term of the expansion. Pascal's triangle was presented as a practical tool to quickly determine these coefficients without complex calculations. The binomial theorem was developed to provide a systematic method for expanding binomials raised to any power. Attention then shifted to expansions involving positive powers of n, demonstrating straightforward polynomial forms. More advanced cases included negative powers of n, where infinite series expansions were necessary. The chapter also covered fractional powers of n, involving roots and their corresponding series representations. Finally, methods for the estimation of errors caused by small changes in variables were discussed, highlighting the practical importance of approximations in engineering calculations.

Self-Assessment

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Written Assessment

  1. Calculate \((1 + x)^3\) using binomial expansion for \(x = 0.2\). (2 marks)

  2. Find the coefficient of \(x^2\) in the expansion of \((2 + x)^4\). (2 marks)

  3. Using Pascal’s triangle, write down the coefficients for the expansion of \((a + b)^5\). (2 marks)

  4. Expand \((1 + 3x)^3\) using the binomial theorem and find the value when \(x = 0.1\). (3 marks)

  5. Calculate the positive power term \(\binom{6}{2} x^2\) in the expansion of \((1 + x)^6\) for \(x = 0.05\). (2 marks)

  6. Use binomial expansion to approximate \((1 - 0.02)^5\) up to the third term. (3 marks)

  7. Using fractional powers, expand \((1 + x)^{\frac{1}{2}}\) up to the second term for \(x = 0.04\). (3 marks)

  8. Estimate the percentage error in the volume of a cylindrical shaft if the radius is measured as 10 cm with an error of +0.1 cm, using binomial expansion for volume formula \(V = \pi r^2 h\) with \(h = 50\) cm. (4 marks)

  9. For a metal rod of length 2 m, the length changes by +0.005 m due to temperature. Use binomial expansion to estimate the change in cross-sectional area if the radius 1 cm expands similarly. (4 marks)

  10. A gear tooth thickness is measured as 20 mm with a possible error of -0.1 mm. Using binomial expansion, estimate the resulting percentage change in the moment of inertia \(I = \frac{bt^3}{12}\), where \(b = 50\) mm, \(t\) is thickness. (5 marks)

Show Worked Solutions
  1. Given: Expand \((1 + x)^3\) for \(x = 0.2\).

Formula: $$ (1 + x)^3 = \sum_{k=0}^3 \binom{3}{k} x^k = 1 + 3x + 3x^2 + x^3 $$

Substitute \(x=0.2\):$$ = 1 + 3(0.2) + 3(0.2)^2 + (0.2)^3 $$ Calculate stepwise:$$ = 1 + 0.6 + 3(0.04) + 0.008 $$$$ = 1 + 0.6 + 0.12 + 0.008 = 1.728 $$ Answer: \(1.728\)

  1. Find coefficient of \(x^2\) in \((2 + x)^4\).

Formula:$$ (2 + x)^4 = \sum_{k=0}^4 \binom{4}{k} 2^{4-k} x^k $$

Coefficient of \(x^2\) is:$$ \binom{4}{2} 2^{4-2} = 6 \times 2^2 = 6 \times 4 = 24 $$

Answer: Coefficient of \(x^2\) is 24

  1. Coefficients for \((a + b)^5\) using Pascal’s triangle:

Row 5 coefficients are:$$ 1, 5, 10, 10, 5, 1 $$

Answer: \(1, 5, 10, 10, 5, 1\)

  1. Expand \((1 + 3x)^3\) and evaluate at \(x=0.1\).

Formula:$$ (1 + 3x)^3 = \sum_{k=0}^3 \binom{3}{k} (3x)^k = 1 + 3(3x) + 3(3x)^2 + (3x)^3 $$

Calculate terms:$$ = 1 + 9x + 27x^2 + 27x^3 $$

Substitute \(x=0.1\):$$ = 1 + 9(0.1) + 27(0.1)^2 + 27(0.1)^3 $$ Calculate stepwise:$$ = 1 + 0.9 + 27(0.01) + 27(0.001) $$$$ = 1 + 0.9 + 0.27 + 0.027 = 2.197 $$

Answer: \(2.197\)

  1. Calculate \(\binom{6}{2} x^2\) term in \((1 + x)^6\) for \(x = 0.05\).

Calculate \(\binom{6}{2}\):$$ \binom{6}{2} = \frac{6 \times 5}{2 \times 1} = 15 $$

Calculate term:$$ 15 \times (0.05)^2 = 15 \times 0.0025 = 0.0375 $$

Answer: \(0.0375\)

  1. Approximate \((1 - 0.02)^5\) up to third term.

Binomial expansion:$$ (1 + x)^n = 1 + nx + \frac{n(n-1)}{2} x^2 + \ldots $$

Here, \(n=5\), \(x = -0.02\):

Calculate terms:$$ 1 + 5(-0.02) + \frac{5 \times 4}{2} (-0.02)^2 = 1 - 0.1 + 10 \times 0.0004 $$$$ = 1 - 0.1 + 0.004 = 0.904 $$

Answer: \(0.904\)

  1. Expand \((1 + x)^{\frac{1}{2}}\) up to second term for \(x=0.04\).

Binomial expansion for fractional power:$$ (1 + x)^{\alpha} \approx 1 + \alpha x + \frac{\alpha(\alpha -1)}{2} x^2 $$

Only up to second term means:$$ 1 + \frac{1}{2} x $$

Calculate:$$ 1 + \frac{1}{2} \times 0.04 = 1 + 0.02 = 1.02 $$

Answer: \(1.02\)

  1. Estimate percentage error in volume of cylinder \(V = \pi r^2 h\) with \(r=10\) cm, error \(\Delta r = +0.1\) cm, \(h=50\) cm.

Relative change in volume:$$ \frac{\Delta V}{V} \approx 2 \frac{\Delta r}{r} $$

Calculate:$$ 2 \times \frac{0.1}{10} = 2 \times 0.01 = 0.02 = 2\% $$

Volume increases by approximately 2%.

Answer: \(2\%\) increase

  1. Rod length \(L=2\) m, length change \(\Delta L=0.005\) m, radius \(r=1\) cm, radius change also \(\Delta r = 0.01\) cm (assumed same fractional change).

Fractional change in radius:$$ \frac{\Delta r}{r} = \frac{0.01}{1} = 0.01 $$

Cross-sectional area \(A = \pi r^2\), relative change:$$ \frac{\Delta A}{A} \approx 2 \frac{\Delta r}{r} = 2 \times 0.01 = 0.02 = 2\% $$

Answer: Cross-sectional area increases by approximately 2%

  1. Gear tooth thickness \(t=20\) mm, error \(\Delta t = -0.1\) mm, width \(b=50\) mm.

Moment of inertia:$$ I = \frac{b t^3}{12} $$

Relative change in \(I\):$$ \frac{\Delta I}{I} \approx 3 \frac{\Delta t}{t} = 3 \times \frac{-0.1}{20} = 3 \times -0.005 = -0.015 = -1.5\% $$

Answer: Moment of inertia decreases by approximately 1.5%

Chapter Examination Questions

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SECTION A (40 Marks) - Answer ALL Questions

  1. Expand \( (1 + 0.05)^4 \) using binomial expansion to estimate the increase in volume of a metallic block when each side is increased by 5% (4 marks)
  2. Find the coefficient of the \(x^3\) term in the expansion of \( (2x - 3)^5 \) relevant to calculating force variations in a mechanical linkage (4 marks)
  3. Using Pascal’s triangle, write the coefficients for the expansion of \( (a + b)^6 \) (4 marks)
  4. Expand \( (1 + x)^3 \) and verify the coefficients using the binomial theorem (4 marks)
  5. Calculate the expansion of \( (1 + \frac{1}{n})^4 \) for large \(n\), and explain the significance of positive powers of \(n\) in mechanical tolerances (4 marks)
  6. Use binomial expansion to approximate \( (1 - 0.02)^5 \) and interpret the result in terms of material contraction (4 marks)
  7. Expand \( (1 + x)^{\frac{1}{2}} \) up to the third term and explain its relevance in calculating the radius from volume changes in spherical tanks (4 marks)
  8. Use the binomial theorem to estimate the error in the length of a shaft if the radius changes by a small amount, given \(L = 2\pi r\) (4 marks)
  9. Determine the first four terms of the expansion of \( (1 + x)^{-3} \) and discuss its application in stress-strain calculations (4 marks)
  10. Explain how to estimate the percentage error in the volume of a cylindrical pipe when small changes occur in radius and length using binomial expansion (4 marks)
Section A - Answers
  1. \( (1 + 0.05)^4 = 1 + 4(0.05) + 6(0.05)^2 + 4(0.05)^3 + (0.05)^4 = 1 + 0.2 + 0.015 + 0.0005 + 0.00000625 = 1.2155 \) (approx)
  2. Coefficient of \( x^3 \) in \( (2x - 3)^5 \) is \( \binom{5}{3} (2)^3 (-3)^2 = 10 \times 8 \times 9 = 720 \)
  3. Pascal’s triangle row for \( (a + b)^6 \) is: 1, 6, 15, 20, 15, 6, 1
  4. \( (1 + x)^3 = 1 + 3x + 3x^2 + x^3 \), coefficients 1, 3, 3, 1 verified by binomial theorem
  5. \( (1 + \frac{1}{n})^4 = 1 + \frac{4}{n} + \frac{6}{n^2} + \frac{4}{n^3} + \frac{1}{n^4} \), positive powers show influence of large \(n\) on tolerance
  6. \( (1 - 0.02)^5 = 1 - 5(0.02) + 10(0.02)^2 - 10(0.02)^3 + 5(0.02)^4 - (0.02)^5 = 0.9039 \) approx
  7. \( (1 + x)^{\frac{1}{2}} = 1 + \frac{1}{2}x - \frac{1}{8}x^2 + \frac{1}{16}x^3 \) relevant for radius estimation from volume
  8. \( L = 2\pi r \), small change \( \Delta r \), \( \Delta L \approx 2\pi \Delta r \) using linear term of binomial expansion
  9. \( (1 + x)^{-3} = 1 - 3x + 6x^2 - 10x^3 \) first four terms; applies in inverse relations in stress calculations
  10. Volume \( V = \pi r^2 h \), percentage error \( \approx 2 \times \% \Delta r + \% \Delta h \) from binomial expansion

SECTION B (60 Marks) - Answer any TWO Questions

Question 11 (Compulsory - 20 marks)
A mechanical workshop at Kenya Railways is modifying a cylindrical piston. The piston radius increases by 2% due to thermal expansion, and the length increases by 1.5%.
a) Use binomial expansion to estimate the percentage increase in the piston volume up to the second order terms. (10 marks)
b) If the piston volume originally is 500 cm³, calculate the approximate new volume after expansion using your expansion results. (10 marks)

Question 12 (20 marks)
A steel rod length \(L\) depends on temperature and is given by \(L = L_0 (1 + \alpha \Delta T)^n\), where \(\alpha = 0.000012 / ^\circ C\), \(\Delta T\) is temperature change, and \(n = \frac{1}{2}\).
a) Use binomial expansion to approximate \(L\) for small \(\Delta T = 30 ^\circ C\) up to the third term. (10 marks)
b) Explain how fractional powers in the expansion affect the accuracy of length estimation. (10 marks)

Question 13 (20 marks)
A metal sheet thickness is reduced by 3%, and its width is increased by 2%.
a) Using binomial expansion, estimate the approximate percentage change in the cross-sectional area of the sheet. (10 marks)
b) Discuss the implications of ignoring higher-order terms in such mechanical tolerance calculations. (10 marks)

Question 14 (20 marks)
The force \(F\) in a mechanical spring is given by \(F = kx^n\), where \(k\) is a constant, \(x\) is displacement, and \(n = -2\). If the displacement \(x\) changes slightly by \(\Delta x = 0.05x\),
a) Use binomial expansion to estimate the percentage change in force \(F\). (10 marks)
b) Calculate the approximate new force if the original force is 1000 N. (10 marks)

Section B - Answers

Question 11
a) Volume \( V = \pi r^2 h \), percentage increases in \(r\) and \(h\) are 2% and 1.5% respectively. Using binomial expansion:$$ (1 + 0.02)^2 = 1 + 2(0.02) + (0.02)^2 = 1 + 0.04 + 0.0004 = 1.0404 $$$$ (1 + 0.015) = 1 + 0.015 $$ Combined volume increase factor:$$ 1.0404 \times 1.015 = 1.056006 $$ Percentage increase:$$ (1.056006 - 1) \times 100 = 5.6\% $$

b) New volume:$$ 500 \times 1.056006 = 528.0 \text{ cm}^3 $$ Answer: Approximate new volume is 528.0 cm³

Question 12
a) Given \( L = L_0 (1 + \alpha \Delta T)^{\frac{1}{2}} \), with \(\alpha \Delta T = 0.000012 \times 30 = 0.00036\)
Binomial expansion up to third term:$$ (1 + x)^{\frac{1}{2}} = 1 + \frac{1}{2} x - \frac{1}{8} x^2 + \frac{1}{16} x^3 $$ Substitute \( x = 0.00036 \):$$ L = L_0 (1 + \frac{1}{2}(0.00036) - \frac{1}{8}(0.00036)^2 + \frac{1}{16}(0.00036)^3 ) $$ Calculate terms:$$ \frac{1}{2} \times 0.00036 = 0.00018 $$$$ \frac{1}{8} \times (0.00036)^2 = \frac{1}{8} \times 0.0000001296 = 0.0000000162 $$$$ \frac{1}{16} \times (0.00036)^3 = \frac{1}{16} \times 0.0000000467 = 0.0000000029 $$ So:$$ L = L_0 (1 + 0.00018 - 0.0000000162 + 0.0000000029) \approx L_0 (1.00018) $$ b) Fractional powers reduce the magnitude of changes for small \(x\), improving estimation accuracy for small temperature changes.

Question 13
a) Cross-sectional area \( A = \text{thickness} \times \text{width} \)
Thickness decreases by 3% → factor \( (1 - 0.03) \)
Width increases by 2% → factor \( (1 + 0.02) \)
Area change factor:$$ (1 - 0.03)(1 + 0.02) = 1 - 0.03 + 0.02 - 0.0006 = 0.9894 $$ Percentage change:$$ (0.9894 - 1) \times 100 = -1.06\% $$ b) Ignoring higher-order terms (like the product \( -0.0006 \)) can lead to slight errors in critical tolerance calculations, affecting quality control.

Question 14
a) Given \( F = k x^{-2} \), small change \( \Delta x = 0.05 x \), so:$$ F = k x^n = k x^{-2} $$ Using binomial expansion for \( (1 + \frac{\Delta x}{x})^n \):$$ (1 + 0.05)^{-2} = 1 - 2(0.05) + \frac{(-2)(-3)}{2} (0.05)^2 = 1 - 0.1 + 0.0075 = 0.9075 $$ Percentage change:$$ (0.9075 - 1) \times 100 = -9.25\% $$ b) New force:$$ 1000 \times 0.9075 = 907.5 \text{ N} $$ Answer: Force decreases by approximately 9.25% to 907.5 N

References

  1. TVET CDACC - Engineering Mathematics Curriculum (Cycle 3, 2025)
  2. TVET CDACC - Engineering Mathematics Occupational Standards
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At the start of this chapter we promised you would be able to:

  • Correctly determine the binomial series expansion for given problems.
  • Accurately find the roots of numbers using the correct mathematical methods.
  • Calculate errors caused by small changes with accuracy and to the required standard.

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