An
alternative way to solve the general cubic, from Dan Kalman
and James White.
Here follows an alternative way to derive a
solution to the cubic equation
rediscovered by Kalman and White. A closely related approach was presented by
Oglesby in 1923.
Any arbitrary cubic equation can be reduced to
one of the form
x3 + px + q = 0 (1)
by a linear change of variable. So in what
follows, we will only consider this kind of cubic equation.
The derivation that we will present depends on the following identity.
(wa + b + c)(a + wb
+ c)(a + b + wc) = (a3 +b3 +c3)w - 3abcw2 (2)
Here, a; b; and c are
arbitrary complex constants and
w =
1+iÖ3 w is a cube root of 1,
2
and so satisfies a number of identities: w3 = 1, w2+w+1 = 0, w +
1 = -w2
To verify Eq. (2), simply multiply out the left
side, collect like monomials in a; b; and c,and apply the
identities for w listed above. Symmetry simplies the process
considerably.
Collecting together all terms involving a2b results in a coefficient off w2 + w+1 = 0. By symmetry,
the
terms involving a2c, b2c, etc.,
also vanish. In the expansion of the lefthand side of the identity, that
leaves
only terms involving a3; b3; c3; and abc; and by considering the
coefficients of these terms, Eq. (2) is
easily established.To render the identity more recognizable, replace a with
x; which is to be thought of
as the variable of the cubic.
That produces (wx + b + c)(x + wb + c)(x
+ b + wc) = (x3 +b3 +c3)w - 3abcw2
Factoring out w on
the right and rerranging the remaining terms then leads to:
(wx + b + c)(x + wb
+ c)(x + b + wc) = w(x3 - 3xbcw
+ b3 + c3) (3)
Now we can recognize that the right side is
essentially the same as what appears in Eq. (1), provided
that the following relations hold:
-3bcw = p
(4)
b3 + c3 = q (5)
Given values of p and q; we need
only determine a, b and c satisfying these relations,
whereupon Eq. (3)
provides a factorization to linear factors. Fortunately, we can solve (2) for b
and c in a straightforward
way. Indeed, if the original system of equations is rewritten in the following
form:
b3c3 = - p3/27
b3 + c3 = q
it is immediately apparent that b3 and c3 are the roots of the quadratic
equation x2 + qx + p3/27 = 0;
and
are given by[q ± Ö( q2 + 4p3/27)]1/3
2
Note here that when p and q are
real, we obtain real values for b3 and c3 just when q2 + 4p3=27 ¸ 0.
That leads to
b = [q + Ö( q2 + 4p3/27)]1/3
2
c = [q - Ö( q2 + 4p3/27)]1/3
2
When the equations for b3 and c3 produce complex (that is, non-real)
values, we have to be a bit
more careful. There are three complex cuberoots among which to choose b and
c, and not all
combinations satisfy the original equations for b and c. While it
is clear that Eq. (5) will be satisfied
in any case, Eq. (4) requires that consistent values of b and c be
selected. For this situation, we can
choose any of the three complex cuberoots for b, and then define c as
- p/(3wb). To complete
the
solution of the cubic, we note that the solutions to Eq. (1) must also be
roots of (wx + b + c)(x + wb + c)(x
+ b + wc) = 0
By inspection, the solutions are:
x = -(b + c)=w; x
= -(wb + c) x = -(b
+ wc)
This result is closely related to, but slightly
different from the standard solution to the cubic that has
been handed down with little if any modification since it was published by
Cardano in 1545. Although
it was originally derived by a different method, Cardano's solution can be
formulated in terms of the
following identity:
(a + b + c)(a + wb
+ w2c)(a +
w2b + wc)
= a3 +b3 +c3 -3abc (6)
This identity has appeared in earlier
papers ([6, 9]) on the solution of cubic equations. It is very similar
to Eq. (2), from which it can be derived by replacing a with a=w.From
Eq. (6), virtually the same steps
presented above lead to the traditional form of Cardano's solution to the
cubic. The symmetry of Eq. (2)
may make its verification somewhat simpler than the verification of Eq.
(6). Otherwise, either identity
provides a simple approach to solving the cubic.A streamlined version of the
Cardano solution is
particularly simple and memorable.Following the presentation in [10], begin
with the cubic in the
form x3 = px + q and replace x with b + c.
That leads directly to the equation
3bcx + b3 + c3 = px + q
Now match the coefficients of x : make 3bc
= p and b3 + c3 = q: These conditions are virtually
identical to those used earlier, and allow us to find b and c in
terms of p and q:
From this point on, the derivation is
essentially the same as what was presented before. There is a large
literature on solving the cubic. References [3], [4], [9], and [11] are
representative samples. Besides
the previously cited presentation in [10], there is a recently published
version in [5]. A translation of
Cardano's published solution appears in [2]. Kleiner [7] provides an
interesting discussion of the role
of the solution of the cubic in the development of complex numbers. There is
also an interesting history
associated with Cardano's publication and his dispute with Tartaglia [1, 8].
Link to
the source:
http://www.american.edu/academic.depts/cas/mathstat/People/kalman/pdffiles/Newcubic.pdf
References
[1] Carl Boyer. A History of Mathematics, 2nd
edition, revised by Uta C. Merzbach,Wiley,
New York, 1991, pp 282 { 286.
[2] Ronald Calinger, ed. Classics of
Mathematics, Moore Publishing, Oak Park, Illinois,1982,
pp 235 { 237.
[3] H. B. Curtis. A derivation of Cardan's formula.
American Mathematical Monthly, 51(1),
January, 1944, p. 35.
[4] Orrin Frink Jr. A method for solving the
cubic. American Mathematical Monthly,32(3), March,
1925, p. 134.
[5] Jan Gullberg. Mathematics from the birth
of numbers, W. W. Norton, New York,1997, p. 318.
[6] Morton J. Hellman. A unifying technique for
the solution of the quadratic, cubic, and quartic.
American Mathematical Monthly, 65(4), April, 1959, pp. 274 { 276.
[7] Isreal Kleiner. Thinking the Unthinkable:
The story of the complex numbers (with amoral).
Mathematics Teacher, 81, October, 1988, pp. 583 { 592. Reprinted in Frank
J. Swetz, ed., From Øve Øngers to inØnity, Open
Court, Chicago and La Salle, Ill,1994,
pp. 711 { 720.
[8] Victor J. Katz. A History of Mathematics
- an Introduction, Harper Collins, NewYork,
1993, pp 330 { 334.
[9] E. J. Oglesby. Note on the algebraic
solution of the cubic. American Mathematical Montly,
30(6), Sept - Oct, 1923, pp. 321 { 323.
[10] John Stillwell. Mathematics and its
History, Springer-Verlag, New York, 1989, pp 55.
[11] Robert Y. Suen. Roots of cubics via
determinants. College Mathematics Journal, 25(2),
March, 1994, pp. 115 { 117.