How do we use calculus to find the maximum or minimum value of a real-world quantity?
Optimisation problems use the first derivative to locate the maximum or minimum value of a quantity subject to a constraint.
A step-by-step method for solving optimisation problems: build the function, use a constraint to reduce to one variable, differentiate, solve for stationary points, and justify the maximum or minimum.
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What this dot point is asking
An optimisation problem asks for the largest or smallest possible value of some quantity - maximum volume, minimum cost, shortest distance, greatest area. Calculus solves these because a smooth maximum or minimum occurs where the gradient is zero, i.e. at a stationary point where .
The standard method
Almost every optimisation problem follows the same five steps:
- Define variables and write the quantity to optimise as a formula. This is the objective function.
- Use the constraint to express the objective in terms of a single variable.
- Differentiate and set the derivative equal to zero.
- Solve for the stationary point(s).
- Justify that you have the required maximum or minimum (second-derivative test or sign of ), and state the domain so you can also check endpoints.
Reducing to one variable
The step students find hardest is using the constraint. Suppose a rectangle has perimeter m, so , giving . The area then becomes a function of alone:
Now there is only one variable to differentiate with respect to.
Justifying the nature of the stationary point
You must show why your answer is a maximum (or minimum) - marks are lost for finding but not justifying it.
- Second-derivative test: if at the stationary point it is a local maximum; if it is a local minimum.
- Sign test: check the sign of just before and just after the stationary point. A change from to is a maximum; to is a minimum.
A volume problem with a chain of variables
Common errors
Why it matters
Optimisation is the headline application of differentiation in Stage 2 and a reliable source of extended-response marks in both the Skills and Applications Tasks and the external exam. The same five-step structure - model, constrain, differentiate, solve, justify - recurs in your Mathematical Investigation, where you may optimise a quantity in a modelling context of your own choosing.
Exam-style practice questions
Practice questions written in the style of SACE Board exam questions on this dot point, with worked answer explainers. The year tag is the paper they imitate, not the source.
SACE 20224 marksCalculator-assumed. For with , the tangent to the graph at the point where has -intercept . Determine the value of that maximises the -intercept of the tangent, and justify that it is a maximum.Show worked answer →
Optimise over using calculus.
Differentiate with the product rule. Let and , so and :
Set . Since always, the stationary points are and .
Justify: for , so (increasing); for , so (decreasing). The gradient changes from positive to negative at , confirming a local maximum.
So the -intercept is maximised at . Marks: one for differentiating, one for , one for the stationary points, and one for the sign-test justification.
SACE 20215 marksCalculator-assumed. A closed cylindrical can has volume . Its surface area is , where is the base radius in cm. Find the value of that minimises the surface area, and the minimum surface area, giving answers to one decimal place.Show worked answer →
Differentiate :
Set : , so and . Thus .
Confirm a minimum: for all , so it is a minimum.
Minimum area: .
Marks: one for , one for solving to find , one for the second-derivative justification, and two for the numerical and to one decimal place.
