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Now that we have reviewed the basics of polynomial arithmetic it’s time to review the basic techniques of factoring polynomial expressions. Our goal is to apply these techniques to help us solve certain specialized classes of non-linear equations. Given that ‘factoring’ literally means to resolve a product into its factors, it is, in the purest sense, ‘undoing’ multiplication. If this sounds like division to you then you’ve been paying attention. Let’s start with a numerical example.
Suppose we are asked to factor \(16337\). We could write \(16337 = 16337 \cdot 1\), and while this is technically a factorization of \(16337\), it’s probably not an answer the poser of the question would accept. Usually, when we’re asked to factor a natural number, we are being asked to resolve it into to a product of so-called ‘prime’ numbers. Recall that prime numbers are defined as natural numbers whose only (natural number) factors are themselves and \(1\). They are, in essence, the ‘building blocks’ of natural numbers as far as multiplication is concerned. Said differently, we can build - via multiplication - any natural number given enough primes.
So how do we find the prime factors of \(16337\)? We start by dividing each of the primes: \(2\), \(3\), \(5\), \(7\), etc., into \(16337\) until we get a remainder of \(0\). Eventually, we find that \(16337 \div 17 = 961\) with a remainder of \(0\), which means \(16337 = 17 \cdot 961\). So factoring and division are indeed closely related - factors of a number are precisely the divisors of that number which produce a zero remainder. We continue our efforts to see if \(961\) can be factored down further, and we find that \(961 = 31 \cdot 31\). Hence, \(16337\) can be ‘completely factored’ as \(17 \cdot 31^2\). (This factorization is called the prime factorization of \(16337\).)
In factoring natural numbers, our building blocks are prime numbers, so to be completely factored means that every number used in the factorization of a given number is prime. One of the challenges when it comes to factoring polynomial expressions is to explain what it means to be ‘completely factored’. In this section, our ‘building blocks’ for factoring polynomials are ‘irreducible’ polynomials as defined below.
While Definition irreduciblepoly seems straightforward enough, sometimes a greater level of specificity is required. For example, \(x^2 - 3 = (x-\sqrt {3})(x + \sqrt {3})\). While \(x-\sqrt {3}\) and \(x+\sqrt {3}\) are perfectly fine polynomials, factoring which requires irrational numbers is usually saved for a more advanced treatment of factoring. For now, we will restrict ourselves to factoring using rational coefficients. So, while the polynomial \(x^2 - 3\) can be factored using irrational numbers, it is called irreducible over the rationals, since there are no polynomials with rational coefficients of smaller degree which can be used to factor it.
Since polynomials involve terms, the first step in any factoring strategy involves pulling out factors which are common to all of the terms. For example, in the polynomial \(18x^2y^3 - 54x^3y^2 - 12xy^2\), each coefficient is a multiple of \(6\) so we can begin the factorization as \(6(3x^2y^3 - 9x^3y^2 - 2xy^2)\). The remaining coefficients: \(3\), \(9\) and \(2\), have no common factors so \(6\) was the greatest common factor. What about the variables? Each term contains an \(x\), so we can factor an \(x\) from each term. When we do this, we are effectively dividing each term by \(x\) which means the exponent on \(x\) in each term is reduced by \(1\): \(6x(3xy^3 - 9x^2y^2 - 2y^2)\). Next, we see that each term has a factor of \(y\) in it. In fact, each term has at least two factors of \(y\) in it, since the lowest exponent on \(y\) in each term is \(2\). This means that we can factor \(y^2\) from each term. Again, factoring out \(y^2\) from each term is tantamount to dividing each term by \(y^2\) so the exponent on \(y\) in each term is reduced by two: \(6xy^2(3xy - 9x^2 - 2)\). Just like we checked our division by multiplication in the previous section, we can check our factoring here by multiplication, too. \(6xy^2(3xy - 9x^2 - 2) = (6xy^2)(3xy) - (6xy^2)(9x^2) - (6xy^2)(2) = 18x^2y^3 - 54x^3y^2 - 12xy^2 \, \checkmark \). We summarize how to find the Greatest Common Factor (G.C.F.) of a polynomial expression below.
If the coefficients are integers, find the G.C.F. of the coefficients.
NOTE 1: If all of the coefficients are negative, consider the negative as part of the G.C.F..
NOTE 2: If the coefficients involve fractions, get a common denominator, combine numerators, reduce to lowest terms and apply this step to the polynomial in the numerator.
For example, to factor \(-\frac {3}{5}z^3 - 6z^2\), we would first get a common denominator and factor as:
We now list some common factoring formulas, each of which can be verified by multiplying out the right side of the equation. While they all should look familiar - this is a review section after all - some should look more familiar than others since they appeared as ‘special product’ formulas in the previous section.
Difference of Two Squares: \(a^2 - b^2 = (a-b)(a+b)\)
NOTE: In general, the sum of squares, \(a^2 + b^2\) is irreducible over the rationals.
Sum of Two Cubes: \(a^3 + b^3 = (a + b)(a^2 - ab + b^2)\)
NOTE: In general, \(a^2 - ab + b^2\) is irreducible over the rationals.
Difference of Two Cubes: \(a^3 - b^3 = (a - b)(a^2 + ab + b^2)\)
NOTE: In general, \(a^2 + ab + b^2\) is irreducible over the rationals.
The example on the next page gives us practice with these formulas.
Our first step is to factor out the G.C.F. which in this case is \(2\). To match what is left with one of the special forms, we rewrite \(9x^2 = (3x)^2\) and \(16 = 4^2\). Since the ‘middle’ term is \(-24x = -2(4)(3x)\), we see that we have a perfect square trinomial.
For \(64y^2 - 1\), we note that the G.C.F. of the terms is just \(1\), so there is nothing (of substance) to factor out of both terms. Since \(64y^2 - 1\) is the difference of two terms, one of which is a square, we look to the Difference of Squares Formula for inspiration. Seeing \(64y^2 = (8y)^2\) and \(1 = 1^2\), we get
The G.C.F. of the terms in \(75t^4 + 30t^3 + 3t^2\) is \(3t^2\), so we factor that out first. We identify what remains as a perfect square trinomial:
For \(w^4 z - w z^4\), we identify the G.C.F. as \(wz\) and once we factor it out a difference of cubes is revealed:
The G.C.F. of the terms in \(81 - 16t^4\) is just \(1\) so there is nothing of substance to factor out from both terms. With just a difference of two terms, we are limited to fitting this polynomial into either the Difference of Two Squares or Difference of Two Cubes formula. Since the variable here is \(t^4\), and \(4\) is a multiple of \(2\), we can think of \(t^4 = (t^2)^2\). This means that we can write \(16t^4 = (4t^2)^2\) which is a perfect square. (Since \(4\) is not a multiple of \(3\), we cannot write \(t^4\) as a perfect cube of a polynomial.) Identifying \(81 = 9^2\) and \(16t^4 = (4t^2)^2\), we apply the Difference of Squares Formula to get:
With a G.C.F. of \(1\) and just two terms, \(x^6 - 64\) is a candidate for both the Difference of Squares and the Difference of Cubes formulas. Notice that we can identify \(x^6 = (x^3)^2\) and \(64 = 8^2\) (both perfect squares), but also \(x^6 = (x^2)^3\) and \(64 = 4^3\) (both perfect cubes). If we follow the Difference of Squares approach, we get:
Following the Difference of Cubes Formula approach, we get
Unfortunately, the remaining factor \(x^4 + 4x^2 + 16\) is not a perfect square trinomial - the middle term would have to be \(8x^2\) for this to work - so our final answer using this approach is \((x-2)(x+2)(x^4 + 4x^2 + 16)\). This isn’t as factored as our result from the Difference of Squares approach which was \((x-2)(x+2)(x^2-2x+4)(x^2+2x+4)\). While it is true that \(x^4 + 4x^2 + 16 = (x^2-2x+4)(x^2+2x+4)\), there is no ‘intuitive’ way to motivate this factorization at this point. The moral of the story? When given the option between using the Difference of Squares and Difference of Cubes, start with the Difference of Squares. Our final answer to this problem is \((x-2)(x+2)(x^2-2x+4)(x^2+2x+4)\). The reader is strongly encouraged to show that this reduces down to \(x^6 - 64\) after performing all of the multiplication. □
The formulas on page 2, while useful, can only take us so far. Thus we need to review some additional factoring strategies which should be good friends from back in the day!
‘un-F.O.I.L.ing’: Given a trinomial \(Ax^2 + Bx + C\), try to reverse the F.O.I.L. process.
That is, find \(a\), \(b\), \(c\) and \(d\) such that \(Ax^2 + Bx + C= (ax+b)(cx+d)\).
NOTE: This means \(ac = A\), \(bd = C\) and \(B = ad+bc\).
Factor by Grouping: If the expression contains four terms with no common factors among the four terms, try ‘factor by grouping’:
The techniques of ‘un-F.O.I.L.ing’ and ‘factoring by grouping’ are difficult to describe in general but should make sense to you with enough practice. Be forewarned - like all ‘Rules of Thumb’, these strategies work just often enough to be useful, but you can be sure there are exceptions which will defy any advice given here and will require some ‘inspiration’ to solve. Even though Section RealZeros will give us more powerful factoring methods, we’ll find that, in the end, there is no single algorithm for factoring which works for every polynomial. In other words, there will be times when you just have to try something and see what happens.
Since \(2t^3 - 10t^2 - 3t + 15\) has four terms, we are pretty much resigned to factoring by grouping. The strategy here is to factor out the G.C.F. from two pairs of terms, and see if this reveals a common factor. If we group the first two terms, we can factor out a \(2t^2\) to get \(2t^3 - 10t^2 = 2t^2(t-5)\). We now try to factor something out of the last two terms that will leave us with a factor of \((t-5)\). Sure enough, we can factor out a \(-3\) from both: \(-3t + 15 = -3(t-5)\). Hence, we get
Our last example, \(x^4 + 4x^2 + 16\), is our old friend from Example FormulaFactoring. As noted there, it is not a perfect square trinomial, so we could try to reverse the F.O.I.L. process. This is complicated by the fact that our highest degree term is \(x^4\), so we would have to look at factorizations of the form \((x+b)(x^3+d)\) as well as \((x^2 + b)(x^2 + d)\). We leave it to the reader to show that neither of those work. This is an example of where ‘trying something’ pays off. Even though we’ve stated that it is not a perfect square trinomial, it’s pretty close. Identifying \(x^4 = (x^2)^2\) and \(16 = 4^2\), we’d have \((x^2 + 4)^2 = x^4 + 8x^2 + 16\), but instead of \(8x^2\) as our middle term, we only have \(4x^2\). We could add in the extra \(4x^2\) we need, but to keep the balance, we’d have to subtract it off. Doing so produces an unexpected opportunity:
We leave it to the reader to check that neither \(x^2 - 2x + 4\) nor \(x^2 + 2x + 4\) factor over the integers, so we are done. □
Many students wonder why they are forced to learn how to factor. Simply put, factoring is our main tool for solving the non-linear equations which arise in many of the applications of Mathematics. We use factoring in conjunction with the Zero Product Property of Real Numbers which was first stated on page ?? and is given here again for reference.
The Zero Product Property of Real Numbers: If \(a\) and \(b\) are real numbers with \(ab = 0\) then either \(a = 0\) or \(b = 0\) or both.
Consider the equation \(6x^2 + 11x = 10\). To see how the Zero Product Property is used to help us solve this equation, we first set the equation equal to zero and then apply the techniques from Example 2:
The reader should check that both of these solutions satisfy the original equation.
It is critical that you see the importance of setting the expression equal to \(0\) before factoring. Otherwise, we’d get something silly like:
What we cannot deduce from this equation is that \(x = 10\) or \(6x+11 = 10\) or that \(x = 2\) and \(6x+11 = 5\). (It’s wrong and you should feel bad if you do it.) It is precisely because \(0\) plays such a special role in the arithmetic of real numbers (as the Additive Identity) that we can assume a factor is \(0\) when the product is \(0\). No other real number has that ability.
We summarize the correct equation solving strategy below.
Let’s finish the section with a collection of examples in which we use this strategy.
We begin by gathering all of the nonzero terms to one side getting \(0\) on the other and then we proceed to factor and apply the Zero Product Property.
We check our answers by substituting each of them into the original equation. Plugging in \(x = \frac {5}{3}\) yields \(\frac {25}{3}\) on both sides while \(x = -7\) gives \(147\) on both sides.
To solve \(t = \frac {1+4t^2}{4}\), we first clear fractions then move all of the nonzero terms to one side of the equation, factor and apply the Zero Product Property.
At this point, we get \((2t-1)^2 = (2t-1)(2t-1) = 0\), so, the Zero Product Property gives us \(2t-1 =0\) in both cases. Our final answer is \(t = \frac {1}{2}\), which we invite the reader to check.
Following the strategy outlined above, the first step to solving \((y-1)^2 = 2(y-1)\) is to gather the nonzero terms on one side of the equation with \(0\) on the other side and factor.
An alternative method to solving this equation is to begin by dividing both sides by \((y-1)\) to simplify things outright. As we saw in Example ??, however, whenever we divide by a variable quantity, we make the explicit assumption that this quantity is nonzero. Thus we must stipulate that \(y - 1 \neq 0\).
Proceeding as before, we clear fractions, gather the nonzero terms on one side of the equation, have \(0\) on the other and factor.
For our next example, we begin by subtracting the \(25\) from both sides then work out the indicated operations before factoring by grouping.
At this point, we use the Zero Product Property and get \(9z^2 - 25 = 0\) or \(2z + 1 = 0\). The latter gives \(z = -\frac {1}{2}\) whereas the former factors as \((3z - 5)(3z+5) = 0\). Applying the Zero Product Property again gives \(3z-5 = 0\) (so \(z = \frac {5}{3}\)) or \(3z+5 = 0\) (so \(z = -\frac {5}{3}\).) Our final answers are \(z = -\frac {1}{2}\), \(z = \frac {5}{3}\) and \(z = -\frac {5}{3}\), each of which is good fun to check.
The nonzero terms of the equation \(x^4-8x^2 - 9= 0\) are already on one side of the equation so we proceed to factor. This trinomial doesn’t fit the pattern of a perfect square so we attempt to reverse the F.O.I.L.ing process. With an \(x^4\) term, we have two possible forms to try: \((ax^2 + b)(cx^2 + d)\) and \((ax^3 + b)(cx +d)\). We leave it to you to show that \((ax^3 + b)(cx +d)\) does not work and we show that \((ax^2 + b)(cx^2 + d)\) does.
Since the coefficient of \(x^4\) is \(1\), we take \(a = c = 1\). The constant term is \(-9\) so we know \(b\) and \(d\) have opposite signs and our choices are limited to two options: either \(b\) and \(d\) come from \(\pm 1\) and \(\pm 9\) OR one is \(3\) while the other is \(-3\). After some trial and error, we get \(x^4 - 8x^2 - 9 = (x^2 - 9)(x^2+1)\). Hence \(x^4-8x^2 - 9= 0\) reduces to \((x^2 - 9)(x^2 + 1) = 0\). The Zero Product Property tells us that either \(x^2 - 9 = 0\) or \(x^2+1 = 0\). To solve the former, we factor: \((x-3)(x+3) = 0\), so \(x-3 = 0\) (hence, \(x = 3\)) or \(x+3 = 0\) (hence, \(x = -3\)). The equation \(x^2 + 1 = 0\) has no (real) solution, since for any real number \(x\), \(x^2\) is always \(0\) or greater. Thus \(x^2 + 1\) is always positive. Our final answers are \(x = 3\) and \(x = -3\). As always, the reader is invited to check both answers in the original equation. □