How is trigonometric substitution different from u substitution?

1 Answer
Mar 16, 2016

Generally, trig substitution is used for integrals of the form x2±a2 or x2±a2, while u-substitution is used when a function and its derivative appears in the integral.

Explanation:

I find both types of substitutions very fascinating because of the reasoning behind them. Consider, first, trig substitution. This stems from the Pythagorean Theorem and the Pythagorean Identities, probably the two most important concepts in trigonometry. We use this when we have something like:
x2+a2 where a is constant
x2+a2 again assuming a is constant

We can see that these two look awfully like a2+b2=c2, which is the Pythagorean Theorem. It relates the two sides of a right triangle to the triangle's hypotenuse. If we draw this out, we can see that yes, x2+a2 can be represented with a triangle:
enter image source here

The picture is very useful, because it tells us tanθ=xa, or atanθ=x; this forms the basis of the trig substitution. Furthermore (and this is where it gets awesome), when you substitute x=tanθ into x2+a2, you end up with a Pythagorean Identity, in this case tan2θ+1=sec2θ. You can then do some simplifying for sec2θ if you need to, and the integral is easy there on out. The same goes for the cases x2a2, a2x2, x2a2, and a2x2.

You can use trig sub. for a good deal of problems, but you can use u-substitution arguably even more. We use this technique when we have something like lnxxdx. If we are observant, we see that we have two functions - lnx and 1x. And if we remember our basic derivatives, we know ddxlnx=1x for x>0 (or ddxln|x|=1x for x0). So the idea is to say let u=lnx; then dudx=1x and du=dxx. The problem, after making these substitutions, simplifies to udu - a much easier integral than before.

While these two techniques may be different, they both serve the same purpose: to reduce an integral to a simpler form so we can use basic techniques. I'm sure my explanation does not suffice to include all the specific details about these substitutions, so I invite others to contribute.