"The weird case" of quadratic factoring is where it doesn't seem like we're factoring a quadratic, but we kind-of are. We need to be clever with these, but they reduce to little more than pattern-recognition once you catch on to how to do them.
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The expressions are said to be "quadratic in form" (though not quadratic "in x"), and we can apply the usual factorization methods to them.
For a polynomial to be "quadratic in form", it must be possible to restate the polynomial as (a number)×(something squared) plus (some other number)×(the same something, unsquared this time) plus (still another number). An example would be the following:
3x6 + 7x3 + 2
The above can be restated like this:
3(x3)2 + 7(x3) + 2
This follows the pattern of a quadratic, but this is not a quadratic "in x", because the thing being squared in the leading term is not x, but x3. So this is a quadratic "in x3".
At first glance, this does not appear to be a quadratic — and, in technical terms, it isn't. But this expression is quadratic in form, meaning that it can be restated as a quadratic, it follows the same patterns, and it can be factored by using the same techniques.
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This polynomial has three terms (so it's a trinomial). Taking a closer look at those exponents, I see that the power on the leading term is 4, and the power on the middle term is 2, which is half of 4.
In a regular quadratic, I would have the powers 2 and 1, where 1 is half of 2. (And, in either case, the third term is just a number.) So this polynomial follows the quadratic pattern; it is a quadratic "in x2", rather than "in x". In fact, I can rewrite the expression as:
(x2)2 − 2(x2) − 8
My leading coefficient is just (the "understood") 1, so this is a case of simple quadratic factoring. I'll draw my parentheses as usual, but I'll put an x2 at the beginning of each factor:
(x2 )(x2 )
Factors of −8 that add to −2 are −4 and +2, so I get:
(x2 − 4)(x2 + 2)
Because this didn't start out as a regular quadratic, but instead started out as a polynomial in quadratic form, I still need to check to see if there is any further factoring possible. In this case, my first factor is a difference of squares, x2 − 4, and that is something I can factor.
This gives me a final answer of:
(x − 2)(x + 2)(x2 + 2)
Some books will encourage you to switch variables. Using the above example, they'd have you plugging, say, a y in the original expression, in place of the x2, so you'd convert the original polynomial to:
y2 − 2y − 8
After this substitution, the result is clearly a quadratic, which easily factors as:
(y − 4)(y + 2)
Then you'd be expected to back-substitute the x2 for the y to get:
(x2 − 4)(x2 + 2)
The entire process would look like this:
x4 − 2x2 − 8
(x2)2 − 2(x2) − 8
y2 − 2y − 8
(y − 4)(y + 2)
(x2 − 4)(x2 + 2)
The textbooks and instructors that teach this "substitution and back-substitution" method truly mean well and honestly are trying to be helpful. However, in my experience, many ("most"?) students find this process to be just beyond confusing. So believe me when I tell you that this method is not at all necessary. If you're one of the few that happens to find it helpful, more power to you. As always, you should use whatever works better for you.
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To factor almost-quadratics (that is, three-term polynomials which are quadratic in form), re-state the polynomial so that you've got a polynomial with the following structure:
a(variable stuff)2 + b(same stuff) + c
Then factor as usual.
What follows are some fairly typical examples of almost-quadratics. Note that there are always three terms in a quadratic-form expression (unless you're in a difference-of-squares situation), and the power (that is, the exponent) on the middle term is always half of the power on the leading term. And also keep in mind that you might not be done after the initial factorization; you should always check to see if there is more that you can factor.
This polynomial has three terms, and the degree of the middle term, being 3, is half of the degree of the leading term, being 6. So this is a quadratic "in x3"; in fact, it's even a simple quadratic to factor.
I need factors of +5 that add to +6, so I'll use +1 and +5 to split the middle term's coefficient:
x6 + 6x3 + 5
(x3)2 + 6(x3) + 5
(x3 + 5)(x3 + 1)
I didn't start with an actual quadratic, so I might not actually be done with this factorization. I need to check to see if there is more that I can do. So I look at the two factors I've got. I see that the second of these factors is a sum of cubes, which is something that I can factor further:
x3 + 1
(x)3 + (1)3
(x + 1)(x2 − x + 1)
Putting this all together, my complete answer is:
(x3 + 5)(x + 1)(x2 − x + 1)
In the two examples above, after I'd factored the quadratic-form expression, I still had to do some more factoring. This will not always be the case, but it will often be the case on tests when the instructor will be checking to see if you're on top of your game. So keep in mind that, just because you've completed one factoring step, this doesn't mean that you've completed the exercise.
This expression isn't even a polynomial, since polynomials are required to have whole-number exponents. However, this expression does have three terms, and the degree on the middle term is half of the degree on the leading term; and the third term is just a number. So this is in quadratic form; it's a quadratic in x1/3. And, because the leading coefficient is just 1, this is actually a simple case of factoring.
I need factors of −6 that add to −1. I'll use −3 and +2 to split the middle term's coefficient. This gives me:
x2/3 − x1/3 − 6
(x1/3)2 − 1(x1/3) − 6
(x1/3 − 3)(x1/3 + 2)
There's nothing more that I can do with this, so I'm done. My answer is:
(x1/3 − 3)(x1/3 + 2)
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This expression isn't entirely a polynomial, because of the one-half power on the middle term's variable. But the expression has three terms, and the power on the middle term is half of the power on the leading term (being the understood 1), so this is of quadratic form; it's a quadratic in x1/2, and it's a simple case of factoring.
x + 5x1/2 + 4
(x1/2)2 + 5(x1/2) + 4
(x1/2 + 4)(x1/2 + 1)
Because the one-half power is the same as the square root, my answer, in radical form (that is, when written with the square-root symbol), is:
You may find yourself presented with an expression to factor, where it's stated like this:
If so, then convert the square root to a one-half power, and factor as usual. Then convert back to radical form, because they generally (unless specified otherwise) expect and require the answer to be in the same format as was the original question. The point here, though, is to keep in mind that the one-half power is the same as the square root, and to remember that it's okay to switch back and forth between the two forms, as needed (or as you find useful).
This has only two terms, and nothing comes out of both. So they've thrown me a curveball; this is actually just a difference of squares. I will factor in the usual way:
4x4 − 25
(2x2)2 − (52)
(2x2 − 5)(2x2 + 5)
Checking, I see that neither of these factors is a difference of squares, nor a sum or difference of cubes, so there's nothing more I can do. My answer is:
(2x2 − 5)(2x2 + 5)
This expression is a polynomial, and it does have three terms, though they're big lumpy ones. The power on the middle term (namely, 2) is half of the power on the leading term (namely, 4), so this is quadratic in form; it's a quadratic in (x − 3)2. I will factor as usual....
Well, actually, because I'm lazy and this particular expression has such big lumpy terms, I'll do the substitution thing. But I won't bother with a variable; I'll just use a shape.
(x − 3)4 + 2(x − 3)2 − 8
▭4 + 2▭2 − 8
(▭2 + 4)(▭2 − 2)
((x − 3)2 + 4)((x − 3)2 − 2)
I'm not done yet, because I've got a squared binomial in there that I can multiply out, and then simplify inside each of the two resulting parentheticals:
((x2 − 6x + 9) + 4)((x2 − 6x + 9) − 2)
(x2 − 6x + 13)(x2 − 6x + 7)
Now I need to check to see if either of these simple-case quadratics factors further.
In the first parenthetical, I need factors of +13 that add to −6; the only factor pair for 13 is 1 and 13, so the first quadratic doesn't factor. In the second parenthetical, I need factors of +7 that add to −6; the only factor pair for 7 is 1 and 7. But I'm multiplying to a "plus", so the factors have to have the same sign; neither −1 − 7 nor +1 + 7 equals −6, so this quadratic doesn't factor, either.
My final answer then is:
(x2 − 6x + 13)(x2 − 6x + 7)
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I can check my answer this last exercise by multiplying the two polynomial factors in my answer, multiplying everything out in the original expression, and verifying (by looking at them) that they both simplify to the same fourth-degree polynomial:
x4 − 12x3 + 56x2 − 120x + 91
In fact, you can use this method to check any factorization answer. If you multiply everything back together, and you get what you'd started with, you then know that your factorization was correct. This can be handy, if you've got some time left over after you've finished answering everything on the test.
However, if I'd completely multiplied out the original expression, I may not have been able to figure out the factorization. Even though the original polynomial was lumpen, it paid off to work with it as it stood, rather than trying to simplify too early.
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