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Linearization and Differentials · Tutorial 601 of 1495

Deriving the Linearization Formula

Learn how a tangent line at a base point leads to a function’s linearization, and practise building and checking that linear model.

Intermediate 9 min read

What You'll Learn

  • Derive the linearization formula using a tangent’s slope and point-slope form.
  • Identify the function value and derivative that determine a linearization at a base point.
  • Construct linearizations for specified differentiable functions and base points.
  • Verify a proposed linearization by checking its value and slope at the base point.
  • Explain how differentiability makes the linearization a first-order local model.
  • Recognize errors caused by using the wrong point, slope, or intercept.

From a Tangent Line to a Linearization

A differentiable function can often be represented near a chosen input by a line that follows the function at that input. The line is not generally equal to the function at nearby inputs, but it provides a simple local model. To construct it, we need the function’s value and slope at one specified input, called the base point.

The formula comes directly from two familiar facts about a tangent line: its slope at the base point is the derivative there, and it passes through the point on the graph at that input. Combining those facts gives a formula that can be applied systematically.

Deriving the Formula

Let \(f\) be differentiable at a point \(a\) in its domain. The graph of \(f\) contains the point \((a,f(a))\), and the tangent line to the graph there has slope \(f'(a)\). A line of slope \(m\) through \((x_0,y_0)\) has point-slope form \(y-y_0=m(x-x_0)\). Use \(m=f'(a)\), \(x_0=a\), and \(y_0=f(a)\). The tangent line is therefore

$$ y-f(a)=f'(a)(x-a). $$

Solving for \(y\) gives the line’s output as a function of \(x\). We call this line the linearization of \(f\) at \(a\).

Definition: If \(f\) is differentiable at \(a\), its linearization at \(a\) is the function
$$ L(x)=f(a)+f'(a)(x-a). $$
Here \(a\) is the base point, \(f(a)\) is the function value at that point, and \(f'(a)\) is the slope there.

This expression is the tangent line written as a function of \(x\). The two terms have distinct roles: \(f(a)\) places the line at the correct height, while \(f'(a)(x-a)\) changes its output according to the tangent slope and the horizontal displacement from \(a\).

Why This Is a Local Model

The formula does more than describe a line with the right value and slope. Differentiability explains why that line models the function near the base point. By the definition of the derivative, for \(x\ne a\),

$$ \frac{f(x)-f(a)}{x-a}\longrightarrow f'(a) \qquad\text{as }x\longrightarrow a. $$

Subtract the tangent-line change \(f'(a)(x-a)\) from the actual change \(f(x)-f(a)\). The difference is

$$ f(x)-L(x) = f(x)-f(a)-f'(a)(x-a). $$

For \(x\ne a\), factor out \(x-a\) and divide the remaining factor by \(x-a\):

$$ f(x)-L(x) = (x-a)\left(\frac{f(x)-f(a)}{x-a}-f'(a)\right). $$

The expression in parentheses tends to zero as \(x\) approaches \(a\), by differentiability. Thus the difference between the function and its linearization is \(x-a\) multiplied by a quantity that tends to zero. In particular, the error is smaller than a fixed multiple of \(|x-a|\) sufficiently close to \(a\). This is the precise first-order sense in which the tangent line models the function locally.

Why the formula works: Differentiability makes the function’s change near \(a\) approach the tangent-line change \(f'(a)(x-a)\). The linearization has the exact function value at \(a\), and its error relative to the distance from \(a\) tends to zero as \(x\) approaches \(a\).

A Reliable Construction Process

For a specified function and base point, the calculation has three essential ingredients: evaluate the function at the base point, evaluate the derivative there, and place both values in the formula. The following sequence keeps those ingredients visible.

1
Check the base point.
Confirm that \(f(a)\) and \(f'(a)\) are defined. Differentiability at \(a\) is required for the tangent-line construction.
2
Find the point on the graph.
Calculate \(f(a)\), so the tangent line passes through \((a,f(a))\).
3
Find the tangent slope.
Differentiate \(f\), then calculate \(f'(a)\).
4
Substitute and check.
Write \(L(x)=f(a)+f'(a)(x-a)\). Verify that \(L(a)=f(a)\) and that the coefficient of \(x-a\) is \(f'(a)\).

Worked Examples

Worked Example: Linearize a Quadratic at \(a=2\)

Find the linearization of \(f(x)=2x^2-3x+1\) at the base point \(a=2\).

First calculate the function value:

$$ f(2)=2(2^2)-3(2)+1=2(4)-6+1=8-6+1=3. $$

Differentiate and evaluate the derivative at the same point:

$$ f'(x)=4x-3, \qquad f'(2)=4(2)-3=8-3=5. $$

Substitute \(a=2\), \(f(a)=3\), and \(f'(a)=5\) into the formula:

$$ L(x)=3+5(x-2)=3+5x-10=5x-7. $$

Check the value at the base point: \(L(2)=5(2)-7=10-7=3=f(2)\). The slope of \(L\) is \(5\), which equals \(f'(2)\). Both checks agree, so the linearization is \(L(x)=5x-7\).

Worked Example: Linearize a Cubic at \(a=-1\)

Find the linearization of \(f(x)=x^3-2x+4\) at \(a=-1\).

Evaluate the function at the base point:

$$ f(-1)=(-1)^3-2(-1)+4=-1+2+4=5. $$

Differentiate and evaluate the slope:

$$ f'(x)=3x^2-2, \qquad f'(-1)=3(-1)^2-2=3(1)-2=1. $$

Use the linearization formula, keeping the base-point difference \(x-(-1)\) explicit at first:

$$ L(x)=5+1\bigl(x-(-1)\bigr)=5+(x+1)=x+6. $$

Check the value: \(L(-1)=-1+6=5=f(-1)\). The slope of the line \(L(x)=x+6\) is \(1\), equal to \(f'(-1)\). Therefore the value and slope both match at the base point.

Worked Example: Linearize at \(a=1\) and Check a Nearby Value

Find the linearization of \(f(x)=(x-1)^3+2x\) at \(a=1\). Then compare the function and its linearization at \(x=1.1\).

At the base point, the function value is

$$ f(1)=(1-1)^3+2(1)=0+2=2. $$

Differentiate each term and evaluate at \(1\):

$$ f'(x)=3(x-1)^2+2, \qquad f'(1)=3(1-1)^2+2=3(0)^2+2=2. $$

Thus the linearization is

$$ L(x)=2+2(x-1)=2+2x-2=2x. $$

Check at the base point: \(L(1)=2(1)=2=f(1)\), and the slope of \(L\) is \(2=f'(1)\). At \(x=1.1\), the linearized value is \(L(1.1)=2(1.1)=2.2\). The function value is

$$ f(1.1)=(1.1-1)^3+2(1.1)=(0.1)^3+2.2=0.001+2.2=2.201. $$

The two values differ: \(2.201-2.2=0.001\). The line matches the function’s value and slope at the base point, but this example confirms that the linearization need not equal the function at a different input.

Conditions and Common Errors

The formula requires a function that is differentiable at the chosen base point. If \(f'(a)\) does not exist, there is no tangent slope supplied by the derivative definition, so this tangent-based construction is not available there. Also, \(a\) must be an input where the function is defined. It is not enough to substitute a number into the derivative formula if the original function is not defined at that number.

A common algebra error is to treat \(f'(a)\) as the line’s intercept. For the quadratic example above, a wrong calculation might be

$$ L_{\text{wrong}}(x)=5x+3. $$

This uses the derivative value \(5\) as the slope and the function value \(3\) as an added constant, but it does not use the required horizontal displacement \(x-a\). The check exposes the problem: \(L_{\text{wrong}}(2)=5(2)+3=13\), whereas \(f(2)=3\). The correct point-slope calculation is

$$ L(x)=3+5(x-2)=5x-7, \qquad L(2)=3=f(2). $$

Always retain the factor \(x-a\) until the point-slope expression is correctly formed. Expanding too early or confusing the point’s coordinates can produce a line with the right slope but the wrong height.

Why the Formula Matters

The linearization formula turns local information about a function into a concrete line. Once \(f(a)\) and \(f'(a)\) are known, the line is fixed: there is only one line through \((a,f(a))\) with slope \(f'(a)\). The formula makes that uniqueness visible and gives a repeatable way to construct the line without guessing its intercept.

It also keeps exact and approximate statements separate. At the base point, \(L(a)=f(a)\) exactly, and the tangent slope agrees with the derivative there. At other inputs, \(L(x)\) is a linear model, not a claim that \(L(x)=f(x)\). Differentiability explains why that model captures the function’s first-order change close to the base point, while the worked comparison shows that a difference can remain.

Key takeaway: To linearize \(f\) at \(a\), use the graph point \((a,f(a))\) and tangent slope \(f'(a)\). Point-slope form then gives \(L(x)=f(a)+f'(a)(x-a)\). Check the result by confirming its value and slope at \(a\).

Check Your Understanding

Use the tangent point and slope to answer each question. For each proposed linearization, check its value and slope at the stated base point.

  1. For \(f(x)=x^2+1\) at \(a=1\), what are \(f(a)\) and \(f'(a)\), and what is \(L(x)\)?
  2. For \(f(x)=x^3+x\) at \(a=0\), find the linearization and verify that it passes through the graph point at the base point.
  3. State the two values from \(f\) and \(f'\) that determine the linearization at \(a\).
  4. Why is differentiability at the base point required for this tangent-line construction?
  5. For \(f(x)=x^2\) at \(a=2\), a student writes \(L(x)=4x+4\). Which base-point check fails, and what is the correct linearization?

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