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ART STUDENTS 2E
Darlene Diaz
Santiago Canyon College
Santiago Canyon College
Math For Liberal Art Students (Diaz)
Darlene Diaz
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TABLE OF CONTENTS
Licensing
1: Problem Solving
1.1: Percents
1.2: Proportions and Rates
1.3: Geometry
1.4: Problem Solving and Estimating
1.5: Exercises
1.6: Extension: Taxes
1.7: Income Taxation
3: Sets
3.1: Basics
3.2: Union, Intersection, and Complement
3.3: Venn Diagrams
3.4: Cardinality
3.5: Exercises
4: Logic
4.1: Boolean Logic
4.2: Conditionals
4.3: Truth Tables
4.4: Arguments
4.5: Logical Fallacies in Common Language
4.6: Exercises
5: Measurement
5.1: U.S. Customary Measurement System
5.2: Metric Units of Measurement
5.3: Temperature Scales
5.4: Exercises
6: Geometry
6.1: Basic Geometric Concepts and Figures
6.2: Perimeter, Circumference, and Area
6.3: Volume of Geometric Solids
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6.4: Exercises
7: Finance
7.1: Simple Interest
7.2: Compound Interest
7.3: Annuities
7.4: Payout Annuities
7.5: Loans
7.6: Remaining Loan Balance
7.7: Solving For Time
7.8: Exercises
10: Probability
10.1: Basic Concepts
10.2: Working with Events
10.3: Bayes' Theorem
10.4: Counting
10.5: Expected Value
10.6: Exercises
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12.8: Chapter 8 Exercise Solutions
12.9: Chapter 9 Exercise Solutions
12.10: Chapter 10 Exercise Solutions
12.11: Chapter 11 Exercise Solutions
Index
Glossary
Detailed Licensing
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Licensing
A detailed breakdown of this resource's licensing can be found in Back Matter/Detailed Licensing.
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CHAPTER OVERVIEW
1: Problem Solving
In previous math courses, you’ve no doubt run into the infamous “word problems.” Unfortunately, these problems rarely resemble
the type of problems we actually encounter in everyday life. In math books, you usually are told exactly which formula or
procedure to use and are given exactly the information you need to answer the question. In real life, problem-solving requires
identifying an appropriate formula or procedure, and determining what information you need (and won’t need) to answer the
question.
In this chapter, we will review several basic but powerful algebraic ideas: percents, rates, and proportions. We will then focus on
the problem-solving process, and explore applying these ideas to solve problems where we don’t have perfect information.
1.1: Percents
1.2: Proportions and Rates
1.3: Geometry
1.4: Problem Solving and Estimating
1.5: Exercises
1.6: Extension: Taxes
1.7: Income Taxation
This page titled 1: Problem Solving is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
1
1.1: Percents
In the 2004 vice-presidential debates, Edwards claimed that US forces have suffered “90% of the coalition casualties” in Iraq.
Cheney disputed this, saying that in fact Iraqi security forces and coalition allies “have taken almost 50 percent” of the casualties
(1). Who is correct? How can we make sense of these numbers?
40
Percent literally means “per 100,” or “parts per hundred.” When we write 40%, this is equivalent to the fraction or the
100
80 10 40
decimal 0.40. Notice that 80 out of 200 and 10 out of 25 are also 40%, since = = .
200 25 100
Example 1.1.1
243 people out of 400 state that they like dogs. What percent is this?
Solution
243 60.75
= 0.6075 = . This is 60.75
400 100
Notice that the percent can be found from the equivalent decimal by moving the decimal point two places to the right.
Example 1.1.2
1
Write each as a percent: a) b) 0.02 c) 2.35
4
Solution
1
a) = 0.25 = 25% b) 0.02 = 2% c) 2.35 = 235%
4
Definition: Percent
To do the calculations, we write the percent as a decimal. Recall, to rewrite the percent as a decimal, we move the decimal over
two places to the left, or, equivalently, divide the percent number by 100.
Example 1.1.3
The sales tax in a town is 9.4%. How much tax will you pay on a $140 purchase?
Solution
Here, $140 is the whole, and we want to find 9.4% of $140. We start by writing the percent as a decimal by moving the
decimal point two places to the left (which is equivalent to dividing by 100). We can then compute:
tax = 0.094(140) = $13.16
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Example 1.1.4
In the news, you hear “tuition is expected to increase by 7% next year.” If tuition this year is $1,200 per quarter, what will it be
next year?
Solution
The tuition next year will be the current tuition plus an additional 7%, so it will be 107% of this year’s tuition:
$1200(1.07) = $1,284
Alternatively, we could have first calculated 7% of $1200: $1200(0.07) = $84. Notice this is not the expected tuition for next
year (we could only wish). Instead, this is the expected increase, so to calculate the expected tuition, we’ll need to add this
change to the previous year’s tuition:
$1200 + $84 = $1,284.
Try It Now 1
A TV originally priced at $799 is on sale for 30% off. There is then a 9.2% sales tax. Find the price after including the discount
and sales tax.
Example 1.1.5
The value of a car dropped from $7,400 to $6,800 over the last year. What percent decrease is this?
Solution
To compute the percent change, we first need to find the dollar value change: $6800-$7400 = -$600. Often, we take the
absolute value of this amount, which is called the absolute change: |-600| = 600.
Since we are computing the percent decrease relative to the starting value, we compute this percent out of $7,400:
600
= 0.081 = 8.1 % decrease. This is called a relative change.
7400
The base of a percent is very important. For example, while Nixon was president, it was argued that marijuana was a “gateway”
drug, claiming that 80% of marijuana smokers went on to use harder drugs like cocaine. The problem is, this isn’t true. The true
claim is that 80% of harder drug users first smoked marijuana. The difference is one of base: 80% of marijuana smokers using hard
drugs, vs. 80% of hard drug users having smoked marijuana. These numbers are not equivalent. As it turns out, only one in 2,400
marijuana users actually go on to use harder drugs (2).
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Example 1.1.6
There are about 75 QFC supermarkets in the U.S. Albertsons has about 215 stores. Compare the size of the two companies.
Solution
When we make comparisons, we must ask first whether an absolute or relative comparison. The absolute difference is 215 – 75
= 140. From this, we could say “Albertsons has 140 more stores than QFC.” However, if you wrote this in an article or paper,
that number does not mean much. The relative difference may be more meaningful. There are two different relative changes we
could calculate, depending on which store we use as the base:
140
Using QFC as the base, = 1.867 .
75
Example 1.1.7
Suppose a stock drops in value by 60% one week, then increases in value the next week by 75%. Is the value higher or lower
than where it started?
Solution
To answer this question, suppose the value started at $100. After one week, the value dropped by 60%:
$100 - $100(0.60) = $100 - $60 = $40.
In the next week, notice that base of the percent has changed to the new value, $40. Computing the 75% increase:
$40 + $40(0.75) = $40 + $30 = $70.
$30
In the end, the stock is still $30 lower, or = 30% lower, valued than it started.
$100
Try It Now 2
The U.S. federal debt at the end of 2001 was $5.77 trillion, and grew to $6.20 trillion by the end of 2002. At the end of 2005, it
was $7.91 trillion, and grew to $8.45 trillion by the end of 2006 (3). Calculate the absolute and relative increase for 2001-2002
and 2005-2006. Which year saw a larger increase in federal debt?
Example 1.1.8
A Seattle Times article on high school graduation rates reported “The number of schools graduating 60 percent or fewer
students in four years – sometimes referred to as “dropout factories” – decreased by 17 during that time period. The number of
kids attending schools with such low graduation rates was cut in half.”
a) Is the “decrease by 17” number a useful comparison?
b) Considering the last sentence, can we conclude that the number of “dropout factories” was originally 34?
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Solution
a) This number is hard to evaluate, since we have no basis for judging whether this is a larger or small change. If the number of
“dropout factories” dropped from 20 to 3, that’d be a very significant change, but if the number dropped from 217 to 200,
that’d be less of an improvement.
b) The last sentence provides relative change which helps put the first sentence in perspective. We can estimate that the number
of “dropout factories” was probably previously around 34. However, it’s possible that students simply moved schools rather
than the school improving, so that estimate might not be fully accurate.
Example 1.1.9
In the 2004 vice-presidential debates, Edwards claimed that US forces have suffered “90% of the coalition casualties” in Iraq.
Cheney disputed this, saying that in fact Iraqi security forces and coalition allies “have taken almost 50 percent” of the
casualties. Who is correct?
Solution
Without more information, it is hard for us to judge who is correct, but we can easily conclude that these two percents are
talking about different things, so one does not necessarily contradict the other. Edward’s claim was a percent with coalition
forces as the base of the percent, while Cheney’s claim was a percent with both coalition and Iraqi security forces as the base of
the percent. It turns out both statistics are in fact fairly accurate.
Try It Now 3
In the 2012 presidential elections, one candidate argued that “the president’s plan will cut $716 billion from Medicare, leading
to fewer services for seniors,” while the other candidate rebuts that “our plan does not cut current spending and actually
expands benefits for seniors, while implementing cost-saving measures.” Are these claims in conflict, in agreement, or not
comparable because they’re talking about different things?
We’ll wrap up our review of percents with a couple cautions. First, when talking about a change of quantities that are already
measured in percents, we have to be careful in how we describe the change.
Example 1.1.10
A politician’s support increases from 40% of voters to 50% of voters. Describe the change.
Solution
We could describe this using an absolute change: |50% - 40%| = 10%. Notice that since the original quantities were percents,
this change also has the units of percent. In this case, it is best to describe this as an increase of 10 percentage points.
10%
In contrast, we could compute the percent change: = 0.25 = 25% increase. This is the relative change, and we’d say the
40%
politician’s support has increased by 25%. Lastly, a caution against averaging percents.
Example 1.1.11
A basketball player scores on 40% of 2-point field goal attempts, and on 30% of 3-point of field goal attempts. Find the
player’s overall field goal percentage.
Solution
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It is very tempting to average these values, and claim the overall average is 35%, but this is likely incorrect since most players
make many more 2-point attempts than 3-point attempts. We don’t actually have enough information to answer the question.
Suppose the player attempted 200 2-point field goals and 100 3-point field goals. Then they made 200(0.40) = 80 2-point shots
110
and 100(0.30) = 30 3-point shots. Overall, they made 110 shots out of 300, for a = 0.367 = 36.7% overall field goal
300
percentage.
Notes:
1) http://www.factcheck.org/cheney_edwards_mangle_facts.html
2) http://tvtropes.org/pmwiki/pmwiki.php/Main/LiesDamnedLiesAndStatistics
3) http://www.whitehouse.gov/sites/default/files/omb/budget/fy2013/assets/hist07z1.xls
This page titled 1.1: Percents is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
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1.2: Proportions and Rates
If you wanted to power the city of Seattle using wind power, how many windmills would you need to install? Questions like these
can be answered using rates and proportions.
Definition: Rates
A rate is the ratio (fraction) of two quantities.
A unit rate is a rate with a denominator of one.
Example 1.2.1
Your car can drive 300 miles on a tank of 15 gallons. Express this as a rate.
Solution
300 miles 20 miles miles
Expressed as a rate, . We can divide to find a unit rate: , which we could also write as 20 , or just
15 gallons 1 gallon gallon
Example 1.2.2
5 6
Solve the proportion = for the unknown value x.
3 x
Solution
5
This proportion is asking us to find a fraction with denominator 6 that is equivalent to the fraction . We can solve this by
3
5
multiplying both sides of the equation by 6, giving x = ⋅ 6 = 10 .
3
Example 1.2.3
1
A map scale indicates that ½ inch on the map corresponds with 3 real miles. How many miles apart are two cities that are 2
4
inches apart on the map?
Solution
map inches
We can set up a proportion by setting equal two rates, and introducing a variable, x, to represent the unknown
real miles
quantity – the mile distance between the cities.
Multiply both sides by x and rewriting the mixed number:
1 1
map inch 2 map inches
2 4
=
3 miles x miles
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1
2 9
⋅x =
3 4
27 1
x = = 13 miles
2 2
Many proportion problems can also be solved using dimensional analysis, the process of multiplying a quantity by rates to change
the units.
Example 1.2.4
Your car can drive 300 miles on a tank of 15 gallons. How far can it drive on 40 gallons?
Solution
300 miles x miles
We could certainly answer this question using a proportion: =
15 gallons 40 gallons
However, we earlier found that 300 miles on 15 gallons gives a rate of 20 miles per gallon. If we multiply the given 40-gallon
quantity by this rate, the gallons units reduces and we’re left with a number of miles:
20 miles 40 gallons 20 miles
40 gallons ⋅ = ⋅ = 800 miles
gallon 1 gallon
Notice if instead we were asked “how many gallons are needed to drive 50 miles?” we could answer this question by inverting
the 20-mile-per-gallon rate so that the miles units reduces and we’re left with gallons:
1 gallon 50 miles 1 gallon 50 gallons
50 miles ⋅ = ⋅ = = 2.5 gallons
20 miles 1 20 miles 20
Dimensional analysis can also be used to do unit conversions. Here are some unit conversions for reference.
Length
1 foot (ft) = 12 inches (in)
1 yard (yd) = 3 feet (ft)
1 mile = 5,280 feet
1000 millimeters (mm) = 1 meter (m)
100 centimeters (cm) = 1 meter
1000 meters (m) = 1 kilometer (km)
2.54 centimeters (cm) = 1 inch
Weight and Mass
1 pound (lb) = 16 ounces (oz)
1 ton = 2000 pounds
1000 milligrams (mg) = 1 gram (g)
1000 grams = 1 kilogram (kg)
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1 kilogram = 2.2 pounds (on earth)
Capacity
1 cup = 8 fluid ounces (fl oz)*
1 pint = 2 cups
1 quart = 2 pints = 4 cups
1 gallon = 4 quarts = 16 cups
1000 milliliters (ml) = 1 liter (L)
* Fluid ounces are a capacity measurement for liquids. 1 fluid ounce ≈ 1 ounce (weight) for water only.
Example 1.2.5
A bicycle is traveling at 15 miles per hour. How many feet will the bicycle travel in 20 seconds?
Solution
To answer this question, we need to convert 20 seconds into feet. If we know the speed of the bicycle in feet per second, this
question would be simpler. Since we don’t, we will need to do additional unit conversions. We will need to know that 5280 ft =
1 mile. We might start by converting the 20 seconds into hours:
1 minute 1 hour 1
20 seconds ⋅ ⋅ = hour
60 seconds 60 minutes 180
We could have also done this entire calculation in one long set of products:
1 minute 1 hour 15 miles 5280 feet
20 seconds ⋅ ⋅ ⋅ ⋅ = 440 feet
60 seconds 60 minutes 1 hour 1 mile
Try It Now 4
A 1,000-foot spool of bare 12-gauge copper wire weighs 19.8 pounds. How much will 18 inches of the wire weigh, in ounces?
Notice that with the miles per gallon example, if we double the miles driven, we double the gas used. Likewise, with the map
distance example. If the map distance doubles, the real-life distance doubles. This is a key feature of proportional relationships, and
we must confirm before assuming two things are related proportionally.
Example 1.2.6
Suppose you’re tiling the floor of a 10 ft by 10 ft room, and find that 100 tiles are needed. How many tiles are needed to tile
the floor of a 20 ft by 20 ft room?
Solution
In this case, while the width the room has doubled, the area has quadrupled. Since the number of tiles needed corresponds with
the area of the floor, not the width, 400 tiles will be needed. We could find this using a proportion based on the areas of the
rooms:
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100 tiles n tiles
=
2 2
100 ft 400 ft
Example 1.2.7
Suppose a small company spends $1,000 on an advertising campaign, and gains 100 new customers from it. How many new
customers should they expect if they spend $10,000?
Solution
While it is tempting to say that they will gain 1,000 new customers, it is likely that additional advertising will be less effective
than the initial advertising. For example, if the company is a hot tub store, there are likely only a fixed number of people
interested in buying a hot tub, so there might not even be 1000 people in the town who would be potential customers.
Sometimes when working with rates, proportions, and percents, the process can be made more challenging by the magnitude of
the numbers involved. Sometimes, large numbers are just difficult to comprehend.
Example 1.2.8
Compare the 2010 U.S. military budget of $683.7 billion to other quantities.
Solution
Here we have a very large number, about $683,700,000,000 written out. Of course, imagining a billion dollars is very difficult,
so it can help to compare it to other quantities.
If that amount of money was used to pay the salaries of the 1.4 million Walmart employees in the U.S., each would earn over
$488,000.
There are about 300 million people in the U.S. The military budget is about $2,200 per person.
If you were to put $683.7 billion in $100 bills, and count out 1 per second, it would take 216 years to finish counting it.
Example 1.2.9
Compare the electricity consumption per capita in China to the rate in Japan.
Solution
To address this question, we will first need data. From the CIA (4) website we can find the electricity consumption in 2011 for
China was 4,693,000,000,000 KWH (kilowatt-hours), or 4.693 trillion KWH, while the consumption for Japan was
859,700,000,000, or 859.7 billion KWH. To find the rate per capita (per person), we will also need the population of the two
countries. From the World Bank (5), we can find the population of China is 1,344,130,000, or 1.344 billion, and the population
of Japan is 127,817,277, or 127.8 million.
Computing the consumption per capita for each country:
4, 693, 000, 000, 000 KWH
China: ≈ 3491.5 KWH per person
1, 344, 130, 000 people
While China uses more than 5 times the electricity of Japan overall, because the population of Japan is so much smaller, it
turns out Japan uses almost twice the electricity per person compared to China.
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Notes:
4) https://www.cia.gov/library/publications/the-world-factbook/rankorder/2042rank.html
5) http://data.worldbank.org/indicator/SP.POP.TOTL
This page titled 1.2: Proportions and Rates is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene
Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
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1.3: Geometry
Geometric shapes, as well as area and volumes, can often be important in problem-solving.
Example 1.3.1
You are curious how tall a tree is, but don’t have any way to climb it. Describe a method for determining the height.
Solution
There are several approaches we could take. We’ll use one based on triangles, which requires that it’s a sunny day. Suppose the
tree is casting a shadow, say 15 ft long. I can then have a friend help me measure my own shadow. Suppose I am 6 ft tall and
cast a 1.5 ft shadow. Since the triangle formed by the tree and its shadow has the same angles as the triangle formed by me and
my shadow, these triangles are called similar triangles and their sides will scale proportionally. In other words, the ratio of
height to width will be the same in both triangles. Using this, we can find the height of the tree, which we’ll denote by h :
6 ft tall h ft tall
=
1.5 ft shadow 15 ft shadow
Multiplying both sides by 15, we get h = 60. The tree is about 60 ft tall.
It may be helpful to recall some formulas for areas and volumes of a few basic shapes.
Definition: Areas
Rectangle
Area: L ⋅ W
Perimeter: 2L + 2W
Circle, radius r
Area: πr 2
Circumference: 2πr
Definition: Volumes
Rectangular Box
Volume: L ⋅ W ⋅ H
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Cylinder
Volume: π r 2
H
Example 1.3.2
If a 12-inch diameter pizza requires 10 ounces of dough, how much dough is needed for a 16- inch pizza?
Solution
To answer this question, we need to consider how the weight of the dough will scale. The weight will be based on the volume
of the dough. However, since both pizzas will be about the same thickness, the weight will scale with the area of the top of the
pizza. We can find the area of each pizza using the formula for area of a circle, A = πr : 2
as the areas. As mentioned earlier, since the thickness is the same for both pizzas, we can safely ignore it.
We can now set up a proportion to find the weight of the dough for a 16-inch pizza:
10 ounces x ounces
=
2 2
113 in 201 in
10
Multiply both sides by 201: x = 201 ⋅ ≈ 17.8 ounces of dough for a 16-inch pizza.
113
16
It is interesting to note that while the diameter is = 1.33 times larger, the dough required, which scales with area, is
12
1.33
2
= 1.78 times larger.
Example 1.3.3
A company makes regular and jumbo marshmallows. The regular marshmallow has 25 calories. How many calories will the
jumbo marshmallow have?
Solution
We would expect the calories to scale with volume. Since the marshmallows have cylindrical shapes, we can use that formula
to find the volume. From the grid in the image, we can estimate the radius and height of each marshmallow.
The regular marshmallow appears to have a diameter of about 3.5 units, giving a radius of 1.75 units, and a height of about 3.5
units. The volume is about π(1.75) (3.5) = 33.7 units .
2 3
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The regular marshmallow appears to have a diameter of about 5.5 units, giving a radius of 2.75 units, and a height of about 5
units. The volume is about π(2.75) (5) = 118.8 units .
2 3
We could now set up a proportion, or use rates. The regular marshmallow has 25 calories for 33.7 cubic units of volume. The
jumbo marshmallow will have:
3
25 calories
118.8 units ⋅ = 88.1 calories
3
33.7 units
It is interesting to note that while the diameter and height are about 1.5 times larger for the jumbo marshmallow, the volume
and calories are about 1.53 = 3.375 times larger.
Try It Now 5
A website says that you’ll need 48 fifty-pound bags of sand to fill a sandbox that measure 8 ft by 8 ft by 1 ft. How many bags
would you need for a sandbox 6 ft by 4 ft by 1 ft?
This page titled 1.3: Geometry is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
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1.4: Problem Solving and Estimating
Finally, we will bring together the mathematical tools we’ve reviewed, and use them to approach more complex problems. In many
problems, it is tempting to take the given information, plug it into whatever formulas you have handy, and hope that the result is
what you were supposed to find. Chances are, this approach has served you well in other math classes.
This approach does not work well with real-life problems. Instead, problem-solving is best approached by first starting at the end:
identifying exactly what you are looking for. From there, you then work backward, asking “what information and procedures will I
need to find this?” Very few interesting questions can be answered in one mathematical step; often times you will need to chain
together a solution pathway, a series of steps that will allow you to answer the question.
In most problems we work on, we will be approximating a solution, because we will not have perfect information. We will begin
with a few examples where we will be able to approximate the solution using basic knowledge from our lives.
Example 1.4.1
Solution
This question is asking for the rate of heart beats per year. Since a year is a long time to measure heart beats for, if we knew the
rate of heart beats per minute, we could scale that quantity up to a year. So, the information we need to answer this question is
heart beats per minute. This is something you can easily measure by counting your pulse while watching a clock for a minute.
Suppose you count 80 beats in a minute. To convert this to beats per year:
80 beats 60 minutes 24 hours 365 days
⋅ ⋅ ⋅ = 42, 048, 000 beats per year
1 minute 1 hour 1 day 1 year
Example 1.4.2
How thick is a single sheet of paper? How much does it weigh?
Solution
While you might have a sheet of paper handy, trying to measure it would be tricky. Instead we might imagine a stack of paper,
and then scale the thickness and weight to a single sheet. If you’ve ever bought paper for a printer or copier, you probably
bought a ream, which contains 500 sheets. We could estimate that a ream of paper is about 2 inches thick and weighs about 5
pounds. Scaling these down,
2 inches 1 ream
⋅ = 0.004 inches per sheet
ream 500 pages
5 inches 1 ream
⋅ = 0.004 pounds per sheet, or 0.16 ounces per sheet.
ream 500 pages
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Example 1.4.3
A recipe for zucchini muffins states that it yields 12 muffins, with 250 calories per muffin. You instead decide to make mini-
muffins, and the recipe yields 20 muffins. If you eat 4, how many calories will you consume?
Solution
There are several possible solution pathways to answer this question. We will explore one.
To answer the question of how many calories 4 mini-muffins will contain, we would want to know the number of calories in
each mini-muffin. To find the calories in each mini-muffin, we could first find the total calories for the entire recipe, then
divide it by the number of mini-muffins produced. To find the total calories for the recipe, we could multiply the calories per
standard muffin by the number per muffin. Notice that this produces a multi-step solution pathway. It is often easier to solve a
problem in small steps, rather than trying to find a way to jump directly from the given information to the solution.
We can now execute our plan:
250 calories
12 muffins ⋅ = 3000 calories for the whole recipe
muffin
3000 calories
gives 150 calories per mini-muffin
20 mini-muffin
150 calories
4 mini-muffins ⋅ = total 600 calories consumed
mini-muffin
Example 1.4.4
You need to replace the boards on your deck. About how much will the materials cost?
Solution
There are two approaches we could take to this problem:
1. Estimate the number of boards we will need and find the cost per board, or
2. Estimate the area of the deck and find the approximate cost per square foot for deck boards. We will take the latter
approach.
For this solution pathway, we will be able to answer the question if we know the cost per square foot for decking boards and
the square footage of the deck. To find the cost per square foot for decking boards, we could compute the area of a single
board, and divide it into the cost for that board. We can compute the square footage of the deck using geometric formulas. So
first we need information: the dimensions of the deck, and the cost and dimensions of a single deck board.
Suppose that measuring the deck, it is rectangular, measuring 16 ft by 24 ft, for a total area of 384 ft . 2
From a visit to the local home store, you find that an 8-foot by 4-inch cedar deck board costs about $7.50. The area of this
board, doing the necessary conversion from inches to feet, is:
1 foot 2
8 feet ⋅ 4 inches ⋅ = 2.667 ft .
12 inches
$7.50 2
The cost per square foot is then = $2.8125 per ft .
2
2.667 ft
2 2
$2.8125
This will allow us to estimate the material cost for the whole 384 ft deck: $384 ft ⋅ = $1080 total cost
2
ft
Of course, this cost estimate assumes that there is no waste, which is rarely the case. It is common to add at least 10% to the
cost estimate to account for waste.
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Example 1.4.5
Is it worth buying a Hyundai Sonata hybrid instead the regular Hyundai Sonata?
Solution
To make this decision, we must first decide what our basis for comparison will be. For the purposes of this example, we’ll
focus on fuel and purchase costs, but environmental impacts and maintenance costs are other factors a buyer might consider.
It might be interesting to compare the cost of gas to run both cars for a year. To determine this, we will need to know the miles
per gallon both cars get, as well as the number of miles we expect to drive in a year. From that information, we can find the
number of gallons required from a year. Using the price of gas per gallon, we can find the running cost.
From Hyundai’s website, the 2013 Sonata will get 24 miles per gallon (mpg) in the city, and 35 mpg on the highway. The
hybrid will get 35 mpg in the city, and 40 mpg on the highway.
An average driver drives about 12,000 miles a year. Suppose that you expect to drive about 75% of that in the city, so 9,000
city miles a year, and 3,000 highway miles a year.
We can then find the number of gallons each car would require for the year.
1 gallon 1 gallon
Sonata: 9000 city miles ⋅ + 3000 highway miles ⋅ = 460.7 gallons
24 city miles 35 city miles
1 gallon 1 gallon
Hybrid: 9000 city miles ⋅ + 3000 highway miles ⋅ = 332.1 gallons
35 city miles 40 city miles
If gas in your area averages about $3.50 we can use that to find the running cost:
$3.50
Sonata: 460.7 gallons ⋅ = $1612.45
gallon
$3.50
Hybrid: 332.1 gallons ⋅ = $1162.35
gallon
$450.10
The hybrid will save $450.10 a year. The gas costs for the hybrid are about = 0.279 = 27.9 lower than the costs for
$1612.45
Try It Now 6
If traveling from Seattle, WA to Spokane WA for a three-day conference, does it make more sense to drive or fly?
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3. Without more information, it is hard to judge these arguments. This is compounded by the complexity of Medicare. As it
turns out, the $716 billion is not a cut in current spending, but a cut in future increases in spending, largely reducing future
growth in health care payments. In this case, at least the numerical claims in both statements could be considered at least
partially true. Here is one source of more information if you’re interested: http://factcheck.org/2012/08/a-campa...-of-
mediscare/
1 foot 19.8 pounds 16 ounces
4. 18 inches ⋅ ⋅ ⋅ ≈ 0.475 ounces
12 inches 1000 feet 1 pound
48 bags x bags
5. The original sandbox has volume 64 ft . The smaller sandbox has volume 24 ft .
3 3
3
=
3
results in x = 18
64 ft 24 ft
bags
6. There is not enough information provided to answer the question, so we will have to make some assumptions, and look up
some values.
Assumptions:
1. We own a car. Suppose it gets 24 miles to the gallon. We will only consider gas cost.
2. We will not need to rent a car in Spokane, but will need to get a taxi from the airport to the conference hotel downtown and
back.
3. We can get someone to drop us off at the airport, so we don’t need to consider airport parking.
4. We will not consider whether we will lose money by having to take time off work to drive.
Values looked up (your values may be different)
1. Flight cost: $184
2. Taxi cost: $25 each way (estimate, according to hotel website)
3. Driving distance: 280 miles each way
4. Gas cost: $3.79 a gallon
Cost for flying: $184 flight cost + $50 in taxi fares = $234.
Cost for driving: 560 miles round trip will require 23.3 gallons of gas, costing $88.31.
Based on these assumptions, driving is cheaper. However, our assumption that we only include gas cost may not be a good one.
Tax law allows you deduct $0.55 (in 2012) for each mile driven, a value that accounts for gas as well as a portion of the car
cost, insurance, maintenance, etc. Based on this number, the cost of driving would be $319.
This page titled 1.4: Problem Solving and Estimating is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by
Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts
platform; a detailed edit history is available upon request.
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1.5: Exercises
1. Out of 230 racers who started the marathon, 212 completed the race, 14 gave up, and 4 were disqualified. What percentage did
not complete the marathon?
2. Patrick left an $8 tip on a $50 restaurant bill. What percent tip is that?
3. Ireland has a 23% VAT (value-added tax, similar to a sales tax). How much will the VAT be on a purchase of a €250 item?
4. Employees in 2012 paid 4.2% of their gross wages towards social security (FICA tax), while employers paid another 6.2%. How
much will someone earning $45,000 a year pay towards social security out of their gross wages?
5. A project on Kickstarter.com was aiming to raise $15,000 for a precision coffee press. They ended up with 714 supporters,
raising 557% of their goal. How much did they raise?
6. Another project on Kickstarter for an iPad stylus raised 1,253% of their goal, raising a total of $313,490 from 7,511 supporters.
What was their original goal?
7. The population of a town increased from 3,250 in 2008 to 4,300 in 2010. Find the absolute and relative (percent) increase.
8. The number of CDs sold in 2010 was 114 million, down from 147 million the previous year (1). Find the absolute and relative
(percent) decrease.
9. A company wants to decrease their energy use by 15%.
a. If their electric bill is currently $2,200 a month, what will their bill be if they’re successful?
b. If their next bill is $1,700 a month, were they successful? Why or why not?
10. A store is hoping an advertising campaign will increase their number of customers by 30%. They currently have about 80
customers a day.
a. How many customers will they have if their campaign is successful?
b. If they increase to 120 customers a day, were they successful? Why or why not?
11. An article reports “attendance dropped 6% this year, to 300.” What was the attendance before the drop?
12. An article reports “sales have grown by 30% this year, to $200 million.” What were sales before the growth?
13. The Walden University had 47,456 students in 2010, while Kaplan University had 77,966 students. Complete the following
statements:
a. Kaplan’s enrollment was ___% larger than Walden’s.
b. Walden’s enrollment was ___% smaller than Kaplan’s.
c. Walden’s enrollment was ___% of Kaplan’s.
14. In the 2012 Olympics, Usain Bolt ran the 100m dash in 9.63 seconds. Jim Hines won the 1968 Olympic gold with a time of
9.95 seconds.
a. Bolt’s time was ___% faster than Hines’.
b. Hine’ time was ___% slower than Bolt’s.
c. Hine’ time was ___% of Bolt’s.
15. A store has clearance items that have been marked down by 60%. They are having a sale, advertising an additional 30% off
clearance items. What percent of the original price do you end up paying?
16. Which is better: having a stock that goes up 30% on Monday than drops 30% on Tuesday, or a stock that drops 30% on Monday
and goes up 30% on Tuesday? In each case, what is the net percent gain or loss?
17. Are these two claims equivalent, in conflict, or not comparable because they’re talking about different things?
a. “16.3% of Americans are without health insurance (2)”
b. “only 55.9% of adults receive employer provided health insurance (3)”
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18. Are these two claims equivalent, in conflict, or not comparable because they’re talking about different things?
a. “We mark up the wholesale price by 33% to come up with the retail price”
b. “The store has a 25% profit margin”
19. Are these two claims equivalent, in conflict, or not comparable because they’re talking about different things?
a. “Every year since 1950, the number of American children gunned down has doubled.”
b. “The number of child gunshot deaths has doubled from 1950 to 1994.”
20. Are these two claims equivalent, in conflict, or not comparable because they’re talking about different things (4)?
a. “75 percent of the federal health care law’s taxes would be paid by those earning less than $120,000 a year”
b. “76 percent of those who would pay the penalty [health care law’s taxes] for not having insurance in 2016 would earn
under $120,000”
21. Are these two claims equivalent, in conflict, or not comparable because they’re talking about different things?
a. “The school levy is only a 0.1% increase of the property tax rate.”
b. “This new levy is a 12% tax hike, raising our total rate to $9.33 per $1000 of value.”
22. Are the values compared in this statement comparable or not comparable? “Guns have murdered more Americans here at home
in recent years than have died on the battlefields of Iraq and Afghanistan. In support of the two wars, more than 6,500 American
soldiers have lost their lives. During the same period, however, guns have been used to murder about 100,000 people on American
soil (5)”
23. A high school currently has a 30% dropout rate. They’ve been tasked to decrease that rate by 20%. Find the equivalent
percentage point drop.
24. A politician’s support grew from 42% by 3 percentage points to 45%. What percent (relative) change is this?
25. Marcy has a 70% average in her class going into the final exam. She says "I need to get a 100% on this final so I can raise my
score to 85%." Is she correct?
26. Suppose you have one quart of water/juice mix that is 50% juice, and you add 2 quarts of juice. What percent juice is the final
mix?
27. Find a unit rate: You bought 10 pounds of potatoes for $4.
28. Find a unit rate: Joel ran 1500 meters in 4 minutes, 45 seconds.
2 6
29. Solve: = .
5 x
n 16
30. Solve: = .
5 20
31. A crepe recipe calls for 2 eggs, 1 cup of flour, and 1 cup of milk. How much flour would you need if you use 5 eggs?
32. An 8ft length of 4 inch wide crown molding costs $14. How much will it cost to buy 40ft of crown molding?
33. Four 3-megawatt wind turbines can supply enough electricity to power 3000 homes. How many turbines would be required to
power 55,000 homes?
34. A highway had a landslide, where 3,000 cubic yards of material fell on the road, requiring 200 dump truck loads to clear. On
another highway, a slide left 40,000 cubic yards on the road. How many dump truck loads would be needed to clear this slide?
35. Convert 8 feet to inches.
36. Convert 6 kilograms to grams.
37. A wire costs $2 per meter. How much will 3 kilometers of wire cost?
38. Sugar contains 15 calories per teaspoon. How many calories are in 1 cup of sugar?
39. A car is driving at 100 kilometers per hour. How far does it travel in 2 seconds?
40. A chain weighs 10 pounds per foot. How many ounces will 4 inches weigh?
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41. The table below gives data on three movies. Gross earnings is the amount of money the movie brings in. Compare the net
earnings (money made after expenses) for the three movies (6)
42. For the movies in the previous problem, which provided the best return on investment?
43. The population of the U.S. is about 309,975,000, covering a land area of 3,717,000 square miles. The population of India is
about 1,184,639,000, covering a land area of 1,269,000 square miles. Compare the population densities of the two countries.
44. The GDP (Gross Domestic Product) of China was $5,739 billion in 2010, and the GDP of Sweden was $435 billion. The
population of China is about 1,347 million, while the population of Sweden is about 9.5 million. Compare the GDP per capita of
the two countries.
45. In June 2012, Twitter was reporting 400 million tweets per day. Each tweet can consist of up to 140 characters (letter, numbers,
etc.). Create a comparison to help understand the amount of tweets in a year by imagining each character was a drop of water and
comparing to filling something up.
46. The photo sharing site Flickr had 2.7 billion photos in June 2012. Create a comparison to understand this number by assuming
each picture is about 2 megabytes in size, and comparing to the data stored on other media like DVDs, iPods, or flash drives.
47. Your chocolate milk mix says to use 4 scoops of mix for 2 cups of milk. After pouring in the milk, you start adding the mix, but
get distracted and accidentally put in 5 scoops of mix. How can you adjust the mix if:
a. There is still room in the cup?
b. The cup is already full?
48. A recipe for sabayon calls for 2 egg yolks, 3 tablespoons of sugar, and ¼ cup of white wine. After cracking the eggs, you start
measuring the sugar, but accidentally put in 4 tablespoons of sugar. How can you compensate?
49. The Deepwater Horizon oil spill resulted in 4.9 million barrels of oil spilling into the Gulf of Mexico. Each barrel of oil can be
processed into about 19 gallons of gasoline. How many cars could this have fueled for a year? Assume an average car gets 20 miles
to the gallon, and drives about 12,000 miles in a year.
50. The store is selling lemons at 2 for $1. Each yield about 2 tablespoons of juice. How much will it cost to buy enough lemons to
make a 9-inch lemon pie requiring ½ cup of lemon juice?
51. A piece of paper can be made into a cylinder in two ways: by joining the short sides together, or by joining the long sides
together (7). Which cylinder would hold more? How much more?
52. Which of these glasses contains more liquid? How much more?
In the next 4 questions, estimate the values by making reasonable approximations for unknown values, or by doing some research
to find reasonable values.
53. Estimate how many gallons of water you drink in a year.
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54. Estimate how many times you blink in a day.
55. How much does the water in a 6-person hot tub weigh?
56. How many gallons of paint would be needed to paint a two-story house 40 ft long and 30 ft wide?
57. During the landing of the Mars Science Laboratory Curiosity, it was reported that the signal from the rover would take 14
minutes to reach earth. Radio signals travel at the speed of light, about 186,000 miles per second. How far was Mars from Earth
when Curiosity landed?
58. It is estimated that a driver takes, on average, 1.5 seconds from seeing an obstacle to reacting by applying the brake or
swerving. How far will a car traveling at 60 miles per hour travel (in feet) before the driver reacts to an obstacle?
59. The flash of lightning travels at the speed of light, which is about 186,000 miles per second. The sound of lightning (thunder)
travels at the speed of sound, which is about 750 miles per hour.
a. If you see a flash of lightning, then hear the thunder 4 seconds later, how far away is the lightning?
b. Now let’s generalize that result. Suppose it takes n seconds to hear the thunder after a flash of lightning. How far away is
the lightning, in terms of n?
60. Sound travels about 750 miles per hour. If you stand in a parking lot near a building and sound a horn, you will hear an echo.
a. Suppose it takes about ½ a second to hear the echo. How far away is the building (8)?
b. Now let’s generalize that result. Suppose it takes n seconds to hear the echo. How far away is the building, in terms of n?
61. It takes an air pump 5 minutes to fill a twin-sized air mattress (39 by 8.75 by 75 inches). How long will it take to fill a queen-
sized mattress (60 by 8.75 by 80 inches)?
62. It takes your garden hose 20 seconds to fill your 2-gallon watering can. How long will it take to fill
a. An inflatable pool measuring 3 feet wide, 8 feet long, and 1 foot deep. (9)
b. A circular inflatable pool 13 feet in diameter and 3 feet deep. (10)
63. You want to put a 2" thick layer of topsoil for a new 20'x30' garden. The dirt store sells by the cubic yards. How many cubic
yards will you need to order?
64. A box of Jell-O costs $0.50, and makes 2 cups. How much would it cost to fill a swimming pool 4 feet deep, 8 feet wide, and
12 feet long with Jell-O? (1 cubic foot is about 7.5 gallons)
65. You read online that a 15 ft by 20 ft brick patio would cost about $2,275 to have professionally installed. Estimate the cost of
having an 18 by 22 ft brick patio installed.
66. I was at the store, and saw two sizes of avocados being sold. The regular size sold for $0.88 each, while the jumbo ones sold for
$1.68 each. Which is the better deal?
67. The grocery store has bulk pecans on sale, which is great since you’re planning on making 10 pecan pies for a wedding. Your
recipe calls for 1¾ cups pecans per pie. However, in the bulk section there’s only a scale available, not a measuring cup. You run
over to the baking aisle and find a bag of pecans, and look at the nutrition label to gather some info. How many pounds of pecans
should you buy?
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68. Soda is often sold in 20 ounce bottles. The nutrition label for one of these bottles is shown to the right. A packet of sugar (the
kind they have at restaurants for your coffee or tea) typically contain 4 grams of sugar in the U.S. Drinking a 20 oz soda is
equivalent to eating how many packets of sugar? (11) For the next set of questions, first identify the information you need to
answer the question, and then turn to the end of the section to find that information. The details may be imprecise; answer the
question the best you can with the provided information. Be sure to justify your decision.
69. You’re planning on making 6 meatloaves for a party. You go to the store to buy breadcrumbs, and see they are sold by the
canister. How many canisters do you need to buy?
70. Your friend wants to cover their car in bottle caps, like in this picture (12). How many bottle caps are you going to need?
71. You need to buy some chicken for dinner tonight. You found an ad showing that the store across town has it on sale for $2.99 a
pound, which is cheaper than your usual neighborhood store, which sells it for $3.79 a pound. Is it worth the extra drive?
72. I have an old gas furnace, and am considering replacing it with a new, high efficiency model. Is upgrading worth it?
73. Janine is considering buying a water filter and a reusable water bottle rather than buying bottled water. Will doing so save her
money?
74. Marcus is considering going car-free to save money and be more environmentally friendly. Is this financially a good decision?
For the next set of problems, research or make educated estimates for any unknown quantities needed to answer the question.
75. You want to travel from Tacoma, WA to Chico, CA for a wedding. Compare the costs and time involved with driving, flying,
and taking a train. Assume that if you fly or take the train you’ll need to rent a car while you’re there. Which option is best?
76. You want to paint the walls of a 6ft by 9ft storage room that has one door and one window. You want to put on two coats of
paint. How many gallons and/or quarts of paint should you buy to paint the room as cheaply as possible?
77. A restaurant in New York tiled their floor with pennies (13). Just for the materials, is this more expensive than using a more
traditional material like ceramic tiles? If each penny has to be laid by hand, estimate how long it would take to lay the pennies for a
12ft by 10ft room. Considering material and labor costs, are pennies a cost-effective replacement for ceramic tiles?
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78. You are considering taking up part of your back yard and turning it into a vegetable garden, to grow broccoli, tomatoes, and
zucchini. Will doing so save you money, or cost you more than buying vegetables from the store?
79. Barry is trying to decide whether to keep his 1993 Honda Civic with 140,000 miles, or trade it in for a used 2008 Honda Civic.
Consider gas, maintenance, and insurance costs in helping him make a decision.
80. Some people claim it costs more to eat vegetarian, while some claim it costs less. Examine your own grocery habits, and
compare your current costs to the costs of switching your diet (from omnivore to vegetarian or vice versa as appropriate). Which
diet is more cost effective based on your eating habits?
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How many gallons does your car hold?
About 14 gallons
How much is gas?
About $3.69/gallon right now.
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She normally drinks 3 bottles a day, each 16.9 ounces.
How much does a bottle of water cost?
She buys 24-packs of 16.9 ounce bottles for $3.99.
How much does a reusable water bottle cost?
About $10.
How long does a reusable water bottle last?
Basically forever (or until you lose it).
How much does a water filter cost? How much water will they filter?
A faucet-mounted filter costs about $28. Refill filters cost about $33 for a 3-pack. The box says each filter will filter up to 100
gallons (378 liters)
A water filter pitcher costs about $22. Refill filters cost about $20 for a 4-pack. The box says each filter lasts for 40 gallons or 2
months
An under-sink filter costs $130. Refill filters cost about $60 each. The filter lasts for 500 gallons.
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cost. Additional miles are $0.45/mile.
The “extra value plan”: Same as above, but with a $50 monthly commitment, getting you a 10% discount on the usage costs.
Notes
1) http://www.cnn.com/2010/SHOWBIZ/Music/07/19/cd.digital.sales/index.html
2) http://www.cnn.com/2012/06/27/politics/btn-health-care/index.html
3) http://www.politico.com/news/stories/0712/78134.html
4) http://factcheck.org/2012/07/twisting-health-care-taxes/
5) http://www.northjersey.com/news/opinions/lautenberg_073112.html?c=y&page=2
6) http://www.the-numbers.com/movies/records/budgets.php
7) http://vimeo.com/42501010
8) http://vimeo.com/40377128
9) http://www.youtube.com/watch?v=DIkwefReHZc
10) http://www.youtube.com/watch?v=p9SABH7Yg9M
11) http://www.youtube.com/watch?v=62JMfv0tf3Q
12) Photo credit: http://www.flickr.com/photos/swayze/, CC-BY
13) http://www.notcot.com/archives/2009/06/floor-of-pennie.php
This page titled 1.5: Exercises is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
1.5.9 https://math.libretexts.org/@go/page/59928
1.6: Extension: Taxes
Governments collect taxes to pay for the services they provide. In the United States, federal income taxes help fund the military, the
environmental protection agency, and thousands of other programs. Property taxes help fund schools. Gasoline taxes help pay for
road improvements. While very few people enjoy paying taxes, they are necessary to pay for the services we all depend upon.
Taxes can be computed in a variety of ways, but are typically computed as a percentage of a sale, of one’s income, or of one’s
assets.
Example 1.6.1
The sales tax rate in a city is 9.3%. How much sales tax will you pay on a $140 purchase?
Solution
The sales tax will be 9.3% of $140. To compute this, we multiply $140 by the percent written as a decimal: $140(0.093) =
$13.02.
When taxes are not given as a fixed percentage rate, sometimes it is necessary to calculate the effective rate.
Example 1.6.2
Joan paid $3,200 in property taxes on her house valued at $215,000 last year. What is the effective tax rate?
Solution
3200
We can compute the equivalent percentage: = 0.01488, or about 1.49% effective rate
215000
Example 1.6.3
The United States federal income tax on earned wages is an example of a progressive tax. People with a higher wage income
pay a higher percent tax on their income.
For a single person in 2011, adjusted gross income (income after deductions) under $8,500 was taxed at 10%. Income over
$8,500 but under $34,500 was taxed at 15%.
Solution
A person earning $10,000 would pay 10% on the portion of their income under $8,500, and 15% on the income over $8,500, so
they’d pay:
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8500(0.10) = 850 (10% of $8500)
1500(0.15) = 225 (15% of the remaining $1500 of income)
Total tax: = $1075
1075
The effective tax rate paid is = 10.75%
10000
A person earning $30,000 would also pay 10% on the portion of their income under $8,500, and 15% on the income over
$8,500, so they’d pay:
8500(0.10) = 850 (10% of $8500)
21500(0.15) = 3225 (15% of the remaining $21500 of income)
Total tax: = $4075
4075
The effective tax rate paid is = 13.58%
30000
Notice that the effective rate has increased with income, showing this is a progressive tax.
Example 1.6.4
A gasoline tax is a flat tax when considered in terms of consumption, a tax of, say, $0.30 per gallon is proportional to the
$3
amount of gasoline purchased. Someone buying 10 gallons of gas at $4 a gallon would pay $3 in tax, which is = 7.5%.
$40
$9
Someone buying 30 gallons of gas at $4 a gallon would pay $9 in tax, which is = 7.5%, the same effective rate.
$120
Solution
However, in terms of income, a gasoline tax is often considered a regressive tax. It is likely that someone earning $30,000 a
year and someone earning $60,000 a year will drive about the same amount. If both pay $60 in gasoline taxes over a year, the
person earning $30,000 has paid 0.2% of their income, while the person earning $60,000 has paid 0.1% of their income in gas
taxes.
Try It Now 1
A sales tax is a fixed percentage tax on a person’s purchases. Is this a flat, progressive, or regressive tax?
This page titled 1.6: Extension: Taxes is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
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1.7: Income Taxation
Many people have proposed various revisions to the income tax collection in the United States. Some, for example, have claimed
that a flat tax would be fairer. Others call for revisions to how different types of income are taxed since currently investment
income is taxed at a different rate than wage income.
The following two projects will allow you to explore some of these ideas and draw your own conclusions.
A $12,000
B $29,000
C $50,000
D $79,000
E $129,000
F $295,000
The third proposal we’ll consider is a progressive tax, where lower income groups are taxed at a lower percent rate, and higher
income groups are taxed at a higher percent rate. For simplicity, we’re going to assume that a household is taxed at the same rate on
all their income.
6) Set progressive tax rates for each income group to bring in enough money. There is no one right answer here – just make sure
you bring in enough money!
Income per Income Tax per Total Tax Collected Income after Taxes
Group Tax Rate (%)
Household Household for All Households per Household
A $12,000
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B $29,000
C $50,000
D $79,000
E $129,000
F $295,000
7) Discretionary income is the income people have left over after paying for necessities like rent, food, transportation, etc. The cost
of basic expenses does increase with income, since housing and car costs are higher, however usually not proportionally. For each
income group, estimate their essential expenses, and calculate their discretionary income. Then compute the effective tax rate for
each plan relative to discretionary income rather than income.
A $12,000
B $29,000
C $50,000
D $79,000
E $129,000
F $295,000
8) Which plan seems the fairest to you? Which plan seems the least fair to you? Why?
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CHAPTER OVERVIEW
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1
2.1: Introduction
As we begin our journey through the history of mathematics, one question to be asked is “Where do we start?” Depending on how
you view mathematics or numbers, you could choose any of a number of launching points from which to begin. Howard Eves
suggests the following list of possibilities [1].
Where to start the study of the history of mathematics…
At the first logical geometric “proofs” traditionally credited to Thales of Miletus (600 BCE).
With the formulation of methods of measurement made by the Egyptians and Mesopotamians/Babylonians.
Where prehistoric peoples made efforts to organize the concepts of size, shape, and number.
In pre-human times in the very simple number sense and pattern recognition that can be displayed by certain animals, birds, etc.
Even before that in the amazing relationships of numbers and shapes found in plants.
With the spiral nebulae, the natural course of planets, and other universe phenomena.
We can choose no starting point at all and instead agree that mathematics has always existed and has simply been waiting in the
wings for humans to discover. Each of these positions can be defended to some degree and which one you adopt (if any) largely
depends on your philosophical ideas about mathematics and numbers.
Nevertheless, we need a starting point. Without passing judgment on the validity of any of these particular possibilities, we will
choose as our starting point the emergence of the idea of number and the process of counting as our launching pad. This is done
primarily as a practical matter given the nature of this course. In the following chapter, we will try to focus on two main ideas. The
first will be an examination of basic number and counting systems and the symbols that we use for numbers. We will look at our
own modern (Western) number system as well those of a couple of selected civilizations to see the differences and diversity that is
possible when humans start counting. The second idea we look at is base systems. By comparing our own base-ten (decimal)
system with other bases, we quickly become aware that the system that we are so used to, when slightly changed, will challenge
our notions about numbers and what symbols for those numbers actually mean.
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Of course, in our modern system, we have replaced the sticks with more abstract objects. In particular,
the top stick is replaced with our symbol “1,” the second stick gets replaced by a “2” and the third stick
is represented by the symbol “3,” but we are getting ahead of ourselves here. These modern symbols
took many centuries to emerge.
Another possible way of employing the “tally stick” counting method is by making marks or cutting
notches into pieces of wood, or even tying knots in string (as we shall see later). In 1937, Karl Absolom
discovered a wolf bone that goes back possibly 30,000 years. It is believed to be a counting device [4].
Another example of this kind of tool is the Ishango Bone, discovered in 1960 at Ishango, and shown
below [5]. It is reported to be between six and nine thousand years old and shows what appear to be
markings used to do counting of some sort.
Figure 2.1.1 : The markings on rows (a) and (b) each add up to 60. Row (b) contains the prime numbers between 10 and 20. Row
(c) seems to illustrate for the method of doubling and multiplication used by the Egyptians. It is believed that this may also
represent a lunar phase counter.
Spoken Words
As methods for counting developed, and as language progressed as well, it is natural to expect that spoken words for numbers
would appear. Unfortunately, the developments of these words, especially those corresponding to the numbers from one through
ten, are not easy to trace. Past ten, however, we do see some patterns:
Eleven comes from “ein lifon,” meaning “one left over.”
Twelve comes from “twe lif,” meaning “two left over.”
Thirteen comes from “Three and ten” as do fourteen through nineteen.
Twenty appears to come from “twe−tig” which means “two tens.”
Hundred probably comes from a term meaning “ten times.”
Written Numbers
When we speak of “written” numbers, we have to be careful because this could mean a variety of things. It is important to keep in
mind that modern paper is only a little more than 100 years old, so “writing” in times past often took on forms that might look quite
unfamiliar to us today.
As we saw earlier, some might consider wooden sticks with notches carved in them as writing as these are means of recording
information on a medium that can be “read” by others. Of course, the symbols used (simple notches) certainly did not leave a lot of
flexibility for communicating a wide variety of ideas or information.
Other mediums on which “writing” may have taken place include carvings in stone or clay tablets, rag paper made by hand (12th
century in Europe, but earlier in China), papyrus (invented by the Egyptians and used up until the Greeks), and parchments from
animal skins. And these are just a few of the many possibilities.
These are just a few examples of early methods of counting and simple symbols for representing numbers. Extensive books,
articles, and research have been done on this topic and could provide enough information to fill this entire course if we allowed it
to. The range and diversity of creative thought that has been used in the past to describe numbers and to count objects and people is
staggering. Unfortunately, we don’t have time to examine them all, but it is fun and interesting to look at one system in more detail
to see just how ingenious people have been.
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Notes:
1) Eves, Howard; An Introduction to the History of Mathematics, p. 9.
2) Eves, p. 9.
3) McLeish, John; The Story of Numbers − How Mathematics Has Shaped Civilization, p. 7.
4) Bunt, Lucas; Jones, Phillip; Bedient, Jack; The Historical Roots of Elementary Mathematics, p. 2.
5) http://www.math.buffalo.edu/mad/Ancient-Africa/mad_zaire-uganda.html
This page titled 2.1: Introduction is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
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2.2: The Number and Counting System of the Inca Civilization
Background
There is generally a lack of books and research material concerning the historical foundations of the Americas. Most of the
“important” information available concentrates on the eastern hemisphere, with Europe as the central focus. The reasons for this
may be twofold: first, it is thought that there was a lack of specialized mathematics in the American regions; second, many of the
secrets of ancient mathematics in the Americas have been closely guarded [6]. The Peruvian system does not seem to be an
exception here. Two researchers, Leland Locke and Erland Nordenskiold, have carried out research that has attempted to discover
what mathematical knowledge was known by the Incas and how they used the Peruvian quipu, a counting system using cords and
knots, in their mathematics. These researchers have come to certain beliefs about the quipu that we will summarize here.
Counting Boards
It should be noted that the Incas did not have a complicated system of computation.
Where other peoples in the regions, such as the Mayans, were doing computations
related to their rituals and calendars, the Incas seem to have been more concerned
with the simpler task of record-keeping. To do this, they used what are called the
“quipu” to record quantities of items. (We will describe them in more detail in a
moment.) However, they first often needed to do computations whose results would
be recorded on quipu. To do these computations, they would sometimes use a
counting board constructed with a slab of stone. In the slab were cut rectangular and
square compartments so that an octagonal (eight−sided) region was left in the middle.
Two opposite corner rectangles were raised. Another two sections were mounted on the original surface of the slab so that there
were actually three levels available. In the figure shown, the darkest shaded corner regions represent the highest, third level. The
lighter shaded regions surrounding the corners are the second highest levels, while the clear white rectangles are the compartments
cut into the stone slab.
Pebbles were used to keep accounts and their positions within the various levels and compartments gave totals. For example, a
pebble in a smaller (white) compartment represented one unit. Note that there are 12 such squares around the outer edge of the
figure. If a pebble was put into one of the two (white) larger, rectangular compartments, its value was doubled. When a pebble was
put in the octagonal region in the middle of the slab, its value was tripled. If a pebble was placed on the second (shaded) level, its
value was multiplied by six. And finally, if a pebble was found on one of the two highest corner levels, its value was multiplied by
twelve. Different objects could be counted at the same time by representing different objects by different colored pebbles.
Example 2.2.1
Suppose you have the following counting board with two different kind of pebbles places as illustrated. Let the solid black
pebble represent a dog and the striped pebble represent a cat. How many dogs are being represented?
Solution
There are two black pebbles in the outer square regions…these represent 2 dogs.
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There are three black pebbles in the larger (white) rectangular compartments. These represent 6 dogs. There is one black
pebble in the middle region…this represents 3 dogs. There are three black pebbles on the second level…these represent 18
dogs. Finally, there is one black pebble on the highest corner level…this represents 12 dogs. We then have a total of
2+6+3+18+12 = 41 dogs.
Try It Now 1
The Quipu
This kind of board was good for doing quick computations, but it did not provide a good way to keep a
permanent recording of quantities or computations. For this purpose, they used the quipu. The quipu is a
collection of cords with knots in them. These cords and knots are carefully arranged so that the position
and type of cord or knot gives specific information on how to decipher the cord.
A quipu is made up of a main cord which has other cords (branches) tied to it. See pictures to the right
[7].
Locke called the branches H cords. They are attached to the main cord. B cords, in turn, were attached to
the H cords. Most of these cords would have knots on them. Rarely are knots found on the main cord,
however, and tend to be mainly on the H and B cords. A quipu might also have a “totalizer” cord that
summarizes all of the information on the cord group in one place.
Locke points out that there are three types of knots, each representing a different value, depending on the
kind of knot used and its position on the cord. The Incas, like us, had a decimal (base-ten) system, so each kind of knot had a
specific decimal value. The Single knot, pictured in the middle of the diagram [8] was used to denote tens, hundreds, thousands,
and ten-thousands. They would be on the upper levels of the H cords. The figure-eight knot on the end was used to denote the
integer “one.” Every other integer from 2 to 9 was represented with a long knot, shown on the left of the figure. (Sometimes long
knots were used to represents tens and hundreds.) Note that the long knot has several turns in it…the number of turns indicates
which integer is being represented. The units (ones) were placed closest to the bottom of the cord, then tens right above them, then
the hundreds, and so on.
In order to make reading these pictures easier, we will adopt a convention that is consistent. For the long knot with turns in it
(representing the numbers 2 through 9), we will use the following notation:
The four horizontal bars represent four turns and the curved arc on the right links the four turns together. This would represent the
number 4.
We will represent the single knot with a large dot (•) and we will represent the figure-eight knot with a sideways eight (∞).
Example 2.2.1
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Solution
On the cord, we see a long knot with four turns in it…this represents four in the ones place. Then 5 single knots appear in the
tens position immediately above that, which represents 5 tens, or 50. Finally, 4 single knots are tied in the hundreds,
representing four 4 hundreds, or 400. Thus, the total shown on this cord is 454.
Try It Now 2
What numbers are represented on each of the four cords hanging from the main cord?
The colors of the cords had meaning and could distinguish one object from another. One color could represent llamas, while a
different color might represent sheep, for example. When all the colors available were exhausted, they would have to be re−used.
Because of this, the ability to read the quipu became a complicated task and specially trained individuals did this job. They were
called Quipucamayoc, which means keeper of the quipus. They would build, guard, and decipher quipus.
As you can see from this photograph of an actual quipu, they could get quite complex.
There were various purposes for the quipu. Some believe that they were used to keep an
account of their traditions and history, using knots to record history rather than some other
formal system of writing. One writer has even suggested that the quipu replaced writing as it
formed a role in the Incan postal system [9]. Another proposed use of the quipu is as a
translation tool. After the conquest of the Incas by the Spaniards and subsequent “conversion”
to Catholicism, an Inca supposedly could use the quipu to confess their sins to a priest. Yet
another proposed use of the quipu was to record numbers related to magic and astronomy,
although this is not a widely accepted interpretation.
The mysteries of the quipu have not been fully explored yet. Recently, Ascher and Ascher have published a book, The Code of the
Quipu: A Study in Media, Mathematics, and Culture, which is “an extensive elaboration of the logical-numerical system of the
quipu.[10]"
We are so used to seeing the symbols 1, 2, 3, 4, etc. that it may be somewhat surprising to see such a creative and innovative way to
compute and record numbers. Unfortunately, as we proceed through our mathematical education in grade and high school, we
receive very little information about the wide range of number systems that have existed and which still exist all over the world.
That’s not to say our own system is not important or efficient. The fact that it has survived for hundreds of years and shows no sign
of going away any time soon suggests that we may have finally found a system that works well and may not need further
improvement, but only time will tell that whether or not that conjecture is valid or not. We now turn to a brief historical look at how
our current system developed over history.
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Notes:
6) Diana, Lind Mae; The Peruvian Quipu in Mathematics Teacher, Issue 60 (Oct., 1967), p. 623−28.
7) Diana, Lind Mae; The Peruvian Quipu in Mathematics Teacher, Issue 60 (Oct., 1967), p. 623−28.
8) http://wiscinfo.doit.wisc.edu/chaysimire/titulo2/khipus/what.htm
9) Diana, Lind Mae; The Peruvian Quipu in Mathematics Teacher, Issue 60 (Oct., 1967), p. 623−28.
10) http://www.cs.uidaho.edu/~casey931/seminar/quipu.html
This page titled 2.2: The Number and Counting System of the Inca Civilization is shared under a CC BY-NC-SA 4.0 license and was authored,
remixed, and/or curated by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and
standards of the LibreTexts platform; a detailed edit history is available upon request.
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2.3: The Hindu-Arabic Number System
The Evolution of a System
Our own number system, composed of the ten symbols {0,1,2,3,4,5,6,7,8,9} is called the Hindu-Arabic system. This is a base-ten
(decimal) system since place values increase by powers of ten. Furthermore, this system is positional, which means that the
position of a symbol has bearing on the value of that symbol within the number. For example, the position of the symbol 3 in the
number 435,681 gives it a value much greater than the value of the symbol 8 in that same number. We’ll explore base systems more
thoroughly later. The development of these ten symbols and their use in a positional system comes to us primarily from India [11].
It was not until the 15th century that the symbols that we are familiar with today first took form in Europe. However, the history of
these numbers and their development goes back hundreds of years. One important source of information on this topic is the writer
al−Biruni, whose picture is shown here [12]. Al−Biruni, who was born in modern-day Uzbekistan, had visited India on several
occasions and made comments on the Indian number system. When we look at the origins of the numbers that al−Biruni
encountered, we have to go back to the third century B.C.E. to explore their origins. It is then that the Brahmi numerals were being
used.
The Brahmi numerals were more complicated than those used in our own modern system. They had separate symbols for the
numbers 1 through 9, as well as distinct symbols for 10, 100, 1000,…, also for 20, 30, 40,…, and others for 200, 300, 400, …, 900.
The Brahmi symbols for 1, 2, and 3 are shown below [13].
These numerals were used all the way up to the 4th century C.E., with variations through time and geographic location. For
example, in the first century C.E., one particular set of Brahmi numerals took on the following form [14]:
From the 4th century on, you can actually trace several different paths that the Brahmi numerals took to get to different points and
incarnations. One of those paths led to our current numeral system, and went through what are called the Gupta numerals. The
Gupta numerals were prominent during a time ruled by the Gupta dynasty and were spread throughout that empire as they
conquered lands during the 4th through 6th centuries. They have the following form [15]:
How the numbers got to their Gupta form is open to considerable debate. Many possible hypotheses have been offered, most of
which boil down to two basic types [16]. The first type of hypothesis states that the numerals came from the initial letters of the
names of the numbers. This is not uncommon…the Greek numerals developed in this manner. The second type of hypothesis states
that they were derived from some earlier number system. However, there are other hypotheses that are offered, one of which is by
the researcher Ifrah. His theory is that there were originally nine numerals, each represented by a corresponding number of vertical
lines. One possibility is this [17]:
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Because these symbols would have taken a lot of time to write, they eventually evolved into cursive symbols that could be written
more quickly. If we compare these to the Gupta numerals above, we can try to see how that evolutionary process might have taken
place, but our imagination would be just about all we would have to depend upon since we do not know exactly how the process
unfolded.
The Gupta numerals eventually evolved into another form of numerals called the Nagari numerals, and these continued to evolve
until the 11th century, at which time they looked like this [18]:
Note that by this time, the symbol for 0 has appeared! The Mayans in the Americas had a symbol for zero long before this,
however, as we shall see later in the chapter.
These numerals were adopted by the Arabs, most likely in the eighth century during Islamic incursions into the northern part of
India [19]. It is believed that the Arabs were instrumental in spreading them to other parts of the world, including Spain (see
below).
Other examples of variations up to the eleventh century include:
Devangari, eighth century [20]:
Finally, one more graphic [23] shows various forms of these numerals as they developed and eventually converged to the 15th
century in Europe.
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The Positional System
More important than the form of the number symbols is the development of the place value system. Although it is in slight dispute,
the earliest known document in which the Indian system displays a positional system dates back to 346 C.E. However, some
evidence suggests that they may have actually developed a positional system as far back as the first century C.E.
The Indians were not the first to use a positional system. The Babylonians (as we will see in Chapter 3) used a positional system
with 60 as their base. However, there is not much evidence that the Babylonian system had much impact on later numeral systems,
except with the Greeks. Also, the Chinese had a base-10 system, probably derived from the use of a counting board [24]. Some
believe that the positional system used in India was derived from the Chinese system.
Wherever it may have originated, it appears that around 600 C.E., the Indians abandoned the use of symbols for numbers higher
than nine and began to use our familiar system where the position of the symbol determines its overall value [25]. Numerous
documents from the seventh century demonstrate the use of this positional system.
Interestingly, the earliest dated inscriptions using the system with a symbol for zero come from Cambodia. In 683, the 605th year of
the Saka era is written with three digits and a dot in the middle. The 608th year uses three digits with a modern 0 in the middle [26].
The dot as a symbol for zero also appears in a Chinese work (Chiu−chih li). The author of this document gives a strikingly clear
description of how the Indian system works:
Using the [Indian] numerals, multiplication and division are carried out. Each numeral is written in one stroke. When a number is
counted to ten, it is advanced into the higher place. In each vacant place a dot is always put. Thus, the numeral is always denoted
in each place. Accordingly, there can be no error in determining the place. With the numerals, calculations are easy…[27]"
Transmission to Europe
It is not completely known how the system got transmitted to Europe. Traders and travelers of the Mediterranean coast may have
carried it there. It is found in a tenth−century Spanish manuscript and may have been introduced to Spain by the Arabs, who
invaded the region in 711 C.E. and were there until 1492.
In many societies, a division formed between those who used numbers and calculation for
practical, every day business and those who used them for ritualistic purposes or for state
business [28]. The former might often use older systems while the latter were inclined to use the
newer, more elite written numbers. Competition between the two groups arose and continued for
quite some time.
In a 14th century manuscript of Boethius’ The Consolations of Philosophy, there appears a well-
known drawing of two mathematicians. One is a merchant and is using an abacus (the “abacist”).
The other is a Pythagorean philosopher (the “algorist”) using his “sacred” numbers. They are in a
competition that is being judged by the goddess of number. By 1500 C.E., however, the newer
symbols and system had won out and has persevered until today. The Seattle Times recently
reported that the Hindu−Arabic numeral system has been included in the book The Greatest
Inventions of the Past 2000 Years [29].
One question to answer is why the Indians would develop such a positional notation.
Unfortunately, an answer to that question is not currently known. Some suggest that the system has its origins with the Chinese
counting boards. These boards were portable and it is thought that Chinese travelers who passed through India took their boards
with them and ignited an idea in Indian mathematics [30]. Others, such as G. G. Joseph propose that it is the Indian fascination with
very large numbers that drove them to develop a system whereby these kinds of big numbers could easily be written down. In this
theory, the system developed entirely within the Indian mathematical framework without considerable influence from other
civilizations.
Notes:
11) http://www-groups.dcs.st-and.ac.uk/~history/HistTopics/Indian_numerals.html
12) http://www-groups.dcs.st-and.ac.uk/~history/Mathematicians/Al-Biruni.html
13) http://www-groups.dcs.st-and.ac.uk/~history/HistTopics/Indian_numerals.html
14) http://www-groups.dcs.st-and.ac.uk/~history/HistTopics/Indian_numerals.html
2.3.3 https://math.libretexts.org/@go/page/59933
15) Ibid
16) Ibid
17) Ibid
18) Ibid
19) Katz, page 230
20) Burton, David M., History of Mathematics, An Introduction, p. 254−255
21) Ibid
22) Ibid
23) Katz, page 231.
24) Ibid, page 230
25) Ibid, page 231.
26) Ibid, page 232.
27) Ibid, page 232.
28) McLeish, p. 18
29) http://seattletimes.nwsource.com/news/health-science/html98/invs_20000201.html, Seattle Times, Feb. 1, 2000
30) Ibid, page 232.
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2.4: The Development and Use of Different Number Bases
Introduction and Basics
During the previous discussions, we have been referring to positional base systems. In this section of the chapter, we will explore
exactly what a base system is and what it means if a system is “positional.” We will do so by first looking at our own familiar, base-
ten system and then deepen our exploration by looking at other possible base systems. In the next part of this section, we will
journey back to Mayan civilization and look at their unique base system, which is based on the number 20 rather than the number
10.
A base system is a structure within which we count. The easiest way to describe a base system is to think about our own base-ten
system. The base-ten system, which we call the “decimal” system, requires a total of ten different symbols/digits to write any
number. They are, of course, 0, 1, 2, …, 9.
The decimal system is also an example of a positional base system, which simply means that the position of a digit gives its place
value. Not all civilizations had a positional system even though they did have a base with which they worked.
In our base-ten system, a number like 5,783,216 has meaning to us because we are familiar with the system and its places. As we
know, there are six ones, since there is a 6 in the ones place. Likewise, there are seven “hundred-thousands,” since the 7 resides in
that place. Each digit has a value that is explicitly determined by its position within the number. We make a distinction between
digit, which is just a symbol such as 5, and a number, which is made up of one or more digits. We can take this number and assign
each of its digits a value. One way to do this is with a table, which follows:
5,783,216 Five million, seven hundred eighty-three thousand, two hundred sixteen
From the third column in the table we can see that each place is simply a multiple of ten. Of course, this makes sense given that our
base is ten. The digits that are multiplying each place simply tell us how many of that place we have. We are restricted to having at
most 9 in any one place before we have to “carry” over to the next place. We cannot, for example, have 11 in the hundreds place.
Instead, we would carry 1 to the thousands place and retain 1 in the hundreds place. This comes as no surprise to us since we
readily see that 11 hundreds is the same as one-thousand, one-hundred. Carrying is a pretty typical occurrence in a base system.
However, base-ten is not the only option we have. Practically any positive integer greater than or equal to 2 can be used as a base
for a number system. Such systems can work just like the decimal system except the number of symbols will be different and each
position will depend on the base itself.
Other Bases
For example, let’s suppose we adopt a base-five system. The only modern digits we would need for this system are 0,1,2,3 and 4.
What are the place values in such a system? To answer that, we start with the ones place, as most base systems do. However, if we
were to count in this system, we could only get to four (4) before we had to jump up to the next place. Our base is 5, after all! What
is that next place that we would jump to? It would not be tens, since we are no longer in base-ten. We’re in a different numerical
world. As the base-ten system progresses from 100 to 101, so does the base-five system moves from 50 to 51 = 5. Thus, we move
from the ones to the fives. After the fives, we would move to the 52 place, or the twenty-fives. Note that in base−ten, we would
have gone from the tens to the hundreds, which is, of course, 102.
After the fives, we would move to the 52 place, or the twenty-fives. Note that in base−ten, we would have gone from the tens to the
hundreds, which is, of course, 102.
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Let’s take an example and build a table. Consider the number 30412 in base five. We will write this as 304125, where the subscript
5 is not part of the number but indicates the base we’re using. First off, note that this is NOT the number “thirty thousand, four
hundred twelve.” We must be careful not to impose the base-ten system on this number. Here’s what our table might look like. We
will use it to convert this number to our more familiar base-ten system.
3× 54 = 3 × 625 = 1875
+ 0 × 53 = 0 × 125 =0
+ 4 × 52 = 4 × 25 = 100
+ 1× 51 =1×5 =5
+ 2 × 50 =2×1 =2
Total 1982
As you can see, the number 304125 is equivalent to 1,982 in base−ten. We will say 304125 = 198210. All of this may seem strange
to you, but that’s only because you are so used to the only system that you’ve ever seen.
Example 2.4.1
Solution
We first note that we are given a base-7 number that we are to convert. Thus, our places will start at the ones (70), and then
move up to the 7’s, 49’s (72), etc. Here’s the breakdown:
= 6 × 73 = 6 × 343 = 2058
+ =2× 72 = 2 × 49 = 98
+ =3×7 =3×7 = 21
+ =4×1 =4×1 =4
Total 2181
Try It Now 3
Convert 410657 to a base-10 number.
Example 2.4.2
Solution
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We can probably easily see that we can rewrite this number as follows: 12 = (2 × 5) + (2 × 1)
Hence, we have two fives and 2 ones. Hence, in base five, we would write twelve as 225. Thus, 1210 = 225.
Example 2.4.3
Solution
We can see now that we have more than 25, so we rewrite sixty-nine as follows: 69 = (2 × 25) + (3 × 5) + (4 × 1)
Here, we have two twenty-fives, 3 fives, and 4 ones. Hence, in base five we have 234. Thus, 6910 = 2345.
Example 2.4.4
Solution
The powers of 7 are
70 = 1
71 = 7
72 = 49
73 = 343
Etc…
32617 = (3×343) + (2×49) + (6×7) + (1×1) = 117010.
Thus 32617 = 117010.
Try It Now 4
Try It Now 5
In general, when converting from base-ten to some other base, it is often helpful to determine the highest power of the base that
will divide into the given number at least once. In the last example, 52 = 25 is the largest power of five that is present in 69, so that
was our starting point. If we had moved to 53 = 125, then 125 would not divide into 69 at least once.
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Example 2.4.5
Convert the base-ten number 348 to base-five.
Solution
The powers of five are
50 = 1
51 = 5
52 = 25
53 = 125
54 = 625
Etc…
Since 348 is smaller than 625, but bigger than 125, we see that 53=125 is the highest power of five present in 348. So, we
divide 125 into 348 to see how many 125’s divide into 348:
348÷125 = 2 with remainder 98
We write down the whole part, 2, and continue with the remainder. There are 98 left over, so we see how many 25’s (the next
smallest power of five) there are in the remainder:
98÷25 = 3 with remainder 23
We write down the whole part, 2, and continue with the remainder. There are 23 left over, so we look at the next place, the 5’s:
23÷5 = 4 with remainder 3
This leaves us with 3, which is less than our base, so this number will be in the “ones” place. We are ready to assemble our
base-five number:
348 = (2×53) + (3×52) + (4×51) + (3×1)
Hence, our base-five number is 2343. We’ll say that 34810 = 23435.
Example 2.4.6
Solution
The powers of 7 are
70 = 1
71 = 7
72 = 49
73 = 343
74 = 2401
75 = 16807
Etc…
The highest power of 7 that will divide into 4,509 is 74 = 2401.
With division, we see that it will go in 1 time with a remainder of 2108. So we have 1 in the 74 place.
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The next power down is 73 = 343, which goes into 2108 six times with a new remainder of 50. So we have 6 in the 73 place.
The next power down is 72 = 49, which goes into 50 once with a new remainder of 1. So there is a 1 in the 72 place.
The next power down is 71 but there was only a remainder of 1, so that means there is a 0 in the 7’s place and we still have 1 as
a remainder.
That, of course, means that we have 1 in the ones place.
4,509 ÷ 74 = 1 R 2108
2108 ÷ 73 = 6 R 50
50 ÷ 72 = 1 R 1
1 ÷ 71 = 0 R 1
1 ÷ 70 = 1
4,50910 = 161017
Putting all of this together means that 4,50910 = 161017.
Try It Now 6
Try It Now 7
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(8.63)(100) = 863
These two statements are equivalent. So, what we are really doing here by multiplying by 10 is rephrasing or converting from one
place (thousands) to the next place down (hundreds).
0.863×10 ⇒ 8.63
(Parts of Thousands) × 10 ⇒ Hundreds
We now have 8 hundreds and a remainder of 0.63 hundreds, which is the same as 6.3 tens. We can do this again with the 0.63 that
remains after this first step.
0.63 × 10 ⇒ 6.3
Hundreds × 10 ⇒ Tens
So, we have six tens and 0.3 tens, which is the same as 3 ones, our last place value.
Now here’s the punch line. Let’s put all of the together in one place:
4863 ÷ 1000 = 4.863
0.863 × 10 = 8.63
0.63 × 10 = 6.3
0.3 × 10 = 3.0
Note that in each step, the remainder is carried down to the next step and multiplied by 10, the base. Also, at each step, the whole
number part, which is circled, gives the digit that belongs in that particular place. What is amazing is that this works for any base!
So, to convert from a base 10 number to some other base, b, we have the following steps we can follow:
Example 2.4.7
Convert the base 10 number, 34810, to base 5.
Solution
This is actually a conversion that we have done in a previous example. The powers of five are
50 = 1
51 = 5
52 = 25
53 = 125
54 = 625
Etc…
The highest power of five that will go into 348 at least once is 53. We divide by 125 and then proceed:
348 ÷ 53 = 2.784
0.784 × 5 = 3.92
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0.92 × 5 = 4.6
0.6 × 5 = 3.0
By keeping all the whole number parts, from top bottom, gives 2343 as our base 5 number. Thus, 23435 = 34810.
We can compare our result with what we saw earlier, or simply check with our calculator, and find that these two numbers
really are equivalent to each other.
Example 2.4.8
Convert the base 10 number, 300710, to base 5.
Solution
The highest power of 5 that divides at least once into 3007 is 54 = 625. Thus, we have:
3007 ÷ 625 = 4.8112
0.8112 × 5 = 4.056
0.056 × 5 = 0.28
0.28 × 5 = 1.4
0.4 × 5 = 2.0
This gives us that 300710 = 440125. Notice that in the third line that multiplying by 5 gave us 0 for our whole number part. We
don’t discard that! The zero tells us that a zero in that place. That is, there are no 52’s in this number.
This last example shows the importance of using a calculator in certain situations and taking care to avoid clearing the calculator’s
memory or display until you get to the very end of the process.
Example 2.4.9
Solution
The powers of 7 are
70 = 1
71 = 7
72 = 49
73 = 343
74 = 2401
75 = 16807
Etc…
The highest power of 7 that will divide at least once into 63201 is 75. When we do the initial division on a calculator, we get
the following:
63201 ÷ 75 = 3.760397453
The decimal part actually fills up the calculators display and we don’t know if it terminates at some point or perhaps even
repeats down the road. So, if we clear our calculator at this point, we will introduce error that is likely to keep this process from
ever ending. To avoid this problem, we leave the result in the calculator and simply subtract 3 from this to get the fractional
part all by itself. DO NOT ROUND OFF! Subtraction and then multiplication by seven gives:
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63201 ÷ 75 = 3.760397453
0.760397453 × 7 = 5.322782174
0.322782174 × 7 = 2.259475219
0.259475219 × 7 = 1.816326531
0.816326531 × 7 = 5.714285714
0.714285714 × 7 = 5.000000000
Yes, believe it or not, that last product is exactly 5, as long as you don’t clear anything out on your calculator. This gives us
our final result: 6320110 = 3521557. If we round, even to two decimal places in each step, clearing our calculator out at each
step along the way, we will get a series of numbers that do not terminate, but begin repeating themselves endlessly. (Try it!) We
end up with something that doesn’t make any sense, at least not in this context. So be careful to use your calculator cautiously
on these conversion problems.
Also, remember that if your first division is by 75, then you expect to have 6 digits in the final answer, corresponding to the
places for 75, 74, and so on down to 70. If you find yourself with more than 6 digits due to rounding errors, you know
something went wrong.
Try It Now 8
Try It Now 9
This page titled 2.4: The Development and Use of Different Number Bases is shared under a CC BY-NC-SA 4.0 license and was authored,
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2.5: The Mayan Numeral System
Background
As you might imagine, the development of a base system is an important step in
making the counting process more efficient. Our own base-ten system probably
arose from the fact that we have 10 fingers (including thumbs) on two hands. This is
a natural development. However, other civilizations have had a variety of bases
other than ten. For example, the Natives of Queensland used a base−two system,
counting as follows: “one, two, two and one, two two’s, much.” Some Modern
South American Tribes have a base-five system counting in this way: “one, two,
three, four, hand, hand and one, hand and two,” and so on. The Babylonians used a
base-60 (sexigesimal) system. In this chapter, we wrap up with a specific example of
a civilization that actually used a base system other than 10.
The Mayan civilization is generally dated from 1500 B.C.E to 1700 C.E. The
Yucatan Peninsula (see map [31]) in Mexico was the scene for the development of
one of the most advanced civilizations of the ancient world. The Mayans had a
sophisticated ritual system that was overseen by a priestly class. This class of priests
developed a philosophy with time as divine and eternal [32]. The calendar, and
calculations related to it, were thus very important to the ritual life of the priestly
class, and hence the Mayan people. In fact, much of what we know about this
culture comes from their calendar records and astronomy data. Another important source of information on the Mayans is the
writings of Father Diego de Landa, who went to Mexico as a missionary in 1549.
There were two numeral systems developed by the Mayans − one for the common people and one for the priests. Not only did
these two systems use different symbols, but they also used different base systems. For the priests, the number system was
governed by ritual. The days of the year were thought to be gods, so the formal symbols for the days were decorated heads [33],
like the sample to the left [34] Since the basic calendar was based on 360 days, the priestly numeral system used a mixed base
system employing multiples of 20 and 360. This makes for a confusing system, the details of which we will skip.
201 20 Kal
200 1 Hun
In order to write numbers down, there were only three symbols needed in this system. A horizontal bar represented the quantity 5, a
dot represented the quantity 1, and a special symbol (thought to be a shell) represented zero. The Mayan system may have been the
first to make use of zero as a placeholder/number. The first 20 numbers are shown in the table to the right [36].
Unlike our system, where the ones place starts on the right and then moves to the left, the Mayan systems places the ones on the
bottom of a vertical orientation and moves up as the place value increases.
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When numbers are written in vertical form, there should never be more than four dots
in a single place. When writing Mayan numbers, every group of five dots becomes
one bar. Also, there should never be more than three bars in a single place…four bars
would be converted to one dot in the next place up. It’s the same as 10 getting
converted to a 1 in the next place up when we carry during addition.
Example 2.5.1
Solution
Starting from the bottom, we have the ones place. There are two bars and three dots
in this place. Since each bar is worth 5, we have 13 ones when we count the three
dots in the ones place. Looking to the place value above it (the twenties places), we
see there are three dots so we have three twenties.
Example 2.5.2
Solution
This number has 11 in the ones place, zero in the 20’s place, and 18 in the 202 = 400’s place. Hence, the value of this number in
base-ten is
(18 × 400) + (0 × 20) + (11 × 1) = 7211.
Try It Now 10
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Example 2.5.3
Solution
This problem is done in two stages. First, we need to convert to a base 20 number. We will do so using the method provided in
the last section of the text. The second step is to convert that number to Mayan symbols.
The highest power of 20 that will divide into 3575 is 202 = 400, so we start by dividing that and then proceed from there:
3575 ÷ 400 = 8.9375
0.9375 × 20 = 18.75
0.75 × 20 = 15.0
This means that 357510 = 8,18,1520
The second step is to convert this to Mayan notation. This number indicates that we have 15 in the ones position. That’s three
bars at the bottom of the number. We also have 18 in the 20’s place, so that’s three bars and three dots in the second position.
Finally, we have 8 in the 400’s place, so that’s one bar and three dots on the top. We get the following
Note that in the previous example a new notation was used when we wrote 8,18,1520. The commas between the three numbers 8,
18, and 15 are now separating place values for us so that we can keep them separate from each other. This use of the comma is
slightly different than how they’re used in the decimal system. When we write a number in base 10, such as 7,567,323, the commas
are used primarily as an aide to read the number easily but they do not separate single place values from each other. We will need
this notation whenever the base we use is larger than 10.
When the base of a number is larger than 10, separate each “digit” with a comma to make the separation of digits clear.
For example, in base 20, to write the number corresponding to 17×202 + 6×201 + 13×200, we’d write 17,6,1320.
Try It Now 11
Try It Now 12
Example 2.5.4
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Solution
First draw a box around each of the vertical places. This will help keep the place values from being mixed up.
Next, put all of the symbols from both numbers into a single set of places (boxes), and to the right of this new number draw a
set of empty boxes where you will place the final sum:
You are now ready to start carrying. Begin with the place that has the lowest value, just as you do with Arabic numbers. Start at
the bottom place, where each dot is worth 1. There are six dots, but a maximum of four are allowed in any one place; once you
get to five dots, you must convert to a bar. Since five dots make one bar, we draw a bar through five of the dots, leaving us with
one dot which is under the four-dot limit. Put this dot into the bottom place of the empty set of boxes you just drew:
Now look at the bars in the bottom place. There are five, and the maximum number the place can hold is three. Four bars are
equal to one dot in the next highest place.
Whenever we have four bars in a single place we will automatically convert that to a dot in the next place up. We draw a circle
around four of the bars and an arrow up to the dots' section of the higher place. At the end of that arrow, draw a new dot. That
dot represents 20 just the same as the other dots in that place. Not counting the circled bars in the bottom place, there is one bar
left. One bar is under the three-bar limit; put it under the dot in the set of empty places to the right.
Now there are only three dots in the next highest place, so draw them in the corresponding empty box.
We can see here that we have 3 twenties (60), and 6 ones, for a total of 66. We check and note that 37 + 29 = 66, so we have
done this addition correctly. Is it easier to just do it in base−ten? Probably, but that’s only because it’s more familiar to you.
Your task here is to try to learn a new base system and how addition can be done in slightly different ways than what you have
seen in the past. Note, however, that the concept of carrying is still used, just as it is in our own addition algorithm.
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Try It Now 13
Try adding 174 and 78 in Mayan by first converting to Mayan numbers and then working entirely within that system. Do not
add in base-ten (decimal) until the very end when you check your work.
Notes:
31) http://www.gorp.com/gorp/location/latamer/map_maya.htm
32) Bidwell, James; Mayan Arithmetic in Mathematics Teacher, Issue 74 (Nov., 1967), p. 762−68.
33) http://www.ukans.edu/~lctls/Mayan/numbers.html
34) http://www.ukans.edu/~lctls/Mayan/numbers.html
35) Bidwell
36) http://www.vpds.wsu.edu/fair_95/gym/UM001.html
37) http://forum.swarthmore.edu/k12/mayan.math/mayan2.html
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Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts
platform; a detailed edit history is available upon request.
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2.6: Addition and Subtraction with Other Bases
Addition in Other Bases
As we saw in the previous section with the Mayan numeration system, we can add or subtract in other bases. Below are a series of
steps, but, overall, we add as usual while finding its equivalent number from base 10 to the new base.
Adding in Base b
1. Rewrite the addition vertically, if not already.
2. Start in the ones place (as usual), but find the number the sum represents in base b.
3. If the sum is larger than base b, then carry over to the b1 place value.
4. Repeat steps 2 and 3 for the b2, b3, … place values.
Example 2.6.1
Solution
Writing this vertically, we get
111two
+11two
–––––
Let’s add the ones place as usual. If we were in base 10, 1+1=2; 2 in base 10 is equivalent to 0 in base 2 and we carry 1 over to
the 2’s place. Recall, base two is {0,1}. Hence, the ones place is 0:
+1
11 1two
+1 1two
–––––––
1 0two
Adding in the 2’s place, 1+1+1=3 in base 10, but 3 is 1 in base 2 and we carry 1 to the 22’s place:
+1
1 11two
+ 11two
–––––––
0 10two
Adding in the 2 ’s place, we get 1+1=2 in base 10, but 2 in base 10 is 0 in base 2 and we carry a 1 over to the 23’s place:
2
+1 1 11two
+ 11two
––––––––
1 010two
Hence, 111two + 11two = 1010two. Note, another way to do this is convert each number to base 10 and add as usual, then convert
the result back into base 2.
Example 2.6.2
Solution
Let’s try this by converting each number to base 10, adding them, then converting the sum back into base 5:
2.6.1 https://math.libretexts.org/@go/page/59936
44five = 4(5) + 4(1) = 24ten
42five = 4(5) + 2(1) = 22ten
Next, we add the base 10 numbers:
24 + 22 = 46ten
Converting 46 in base ten into a number in base 5, we use the previous sections’ technique and obtain 141five. Thus, 46 in base
10 is equivalent to 141 in base 5.
Subtracting in Base b
Example 2.6.3
Solution
240f ive
−40f ive
––––––
If we take the ones place, 0-0 =0, which is 0 in base 5, then the ones place stays 0.
240f ive
−40f ive
––––––
Now let’s take the 5’s place: 4-4=0. Since 0 is in base 5, then the 5’s place is 0.
240f ive
−40f ive
––––––
00
Let’s look at the 52’s place. Notice, we can just drop the two down and get
240f ive
−40f ive
––––––
2005
What if we have to borrow? We can subtract with borrowing easily in base 10, but what if we wanted to subtract two numbers that
included borrowing? Let’s see.
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Example 2.6.4
Solution
Rewriting this vertically, we get
404f ive
−323f ive
–––––––
Subtracting in the ones place, we get 4-3=1. Since 1 is in base 5, then the ones place is 1.
404f ive
−323f ive
–––––––
Looking at the 5’s place, notice that 0 is less than 2 and we have to borrow from the 52 ’s place. Recall, we are in base 5, so
when we borrow, we still reduce 4 to 3, but we carry 5 since we are in base 5:
3 5
4 0 4f ive
−3 2 3f ive
––––––––
0 3 1f ive
Now, we subtract as usual: 5-2 = 3. Since 3 is in base 5, then the 5’s place is 3. Subtracting in the 52’s place, we get 3-3=0;
hence, the 52’s place is 0.
Thus, 404five - 323five = 31five.
Conclusion
In this chapter, we have briefly sketched the development of numbers and our counting system, with the emphasis on the “brief”
part. There are numerous sources of information and research that fill many volumes of books on this topic. Unfortunately, we
cannot begin to come close to covering all of the information that is out there.
We have only scratched the surface of the wealth of research and information that exists on the development of numbers and
counting throughout human history. It is important to note that the system that we use every day is a product of thousands of years
of progress and development. It represents contributions by many civilizations and cultures. It does not come down to us from the
sky, a gift from the gods. It is not the creation of a textbook publisher. It is indeed as human as we are, as is the rest of mathematics.
Behind every symbol, formula, and rule there is a human face to be found, or at least sought.
Furthermore, we hope that you now have a basic appreciation for just how interesting and diverse number systems can get. Also,
we’re pretty sure that you have also begun to recognize that we take our own number system for granted so much that when we try
to adapt to other systems or bases, we find ourselves truly having to concentrate and think about what is going on.
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4. 14310 = 10335
5. 210213 = 19610
6. 65710 = 221014
7. 837710 = 202718
8. 935210 = 2444025
9. 150010 = 20011203
10. 1562
11. 1055310 = 1,6,7,1320
12. 561710 = 14,0,1720. Note that there is a zero in the 20’s place, so you’ll need to use the appropriate zero symbol in between
the ones and 400’s places.
This page titled 2.6: Addition and Subtraction with Other Bases is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or
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LibreTexts platform; a detailed edit history is available upon request.
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2.7: Exercises
Skills
Counting Board and Quipu
1. In the following Peruvian counting board, determine how many of each item is represented. Please show all of your calculations
along with some kind of explanation of how you got your answer. Note the key at the bottom of the drawing.
2. Draw a quipu with a main cord that has branches (H cords) that show each of the following numbers on them. (You should
produce one drawing for this problem with the cord for part a on the left and moving to the right for parts b through d.)
a.232 b. 5065
c.23,451 d. 3002
15. 16.
17. 18.
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Convert the following base 10 numbers to Caidoz, using the symbols shown above.
19. 175 20. 3030
21. 10,000 22. 5507
Mayan Conversions
Convert the following numbers to Mayan notation. Show your calculations used to get your answers.
23. 135 24. 234
25. 360 26. 1,215
27. 10,500 28. 1,100,000
Convert the following Mayan numbers to decimal (base-10) numbers. Show all calculations.
29. 30. 31. 32.
James Bidwell has suggested that Mayan addition was done by “simply combining bars and dots and carrying to the next higher
place.” He goes on to say, “After the combining of dots and bars, the second step is to exchange every five dots for one bar in the
same position.” After converting the following base 10 numbers into vertical Maya notation (in base 20, of course), perform the
indicated addition:
33. 32 + 11 34. 82 + 15
35. 35 + 148 36. 2412 + 5000
37. 450 + 844 38. 10,000 + 20,000
39. 4,500 + 3,500 40. 130,000 + 30,000
41. Use the fact that the Mayans had a base-20 number system to complete the following multiplication table. The table entries
should be in Mayan notation. Remember: Their zero looked like this… . Xerox and then cut out the table below, fill it in, and
paste it onto your homework assignment if you do not want to duplicate the table with a ruler. (To think about but not write up:
Bidwell claims that only these entries are needed for “Mayan multiplication.” What does he mean?)
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Convert the following binary numbers to decimal (base−10) numbers.
42. 1001 43. 1101
44. 110010 45. 101110
Convert the following base-10 numbers to binary.
46. 7 47. 12
48. 36 49. 27
Four binary digits together can represent any base-10 number from 0 to 15. To create a more human-readable representation of
binary-coded numbers, hexadecimal numbers, base 16, are commonly used. Instead of using the 8,13,1216 notation used earlier, the
letter A is used to represent the digit 10, B for 11, up to F for 15, so 8,13,1216 would be written as 8DC.
Convert the following hexadecimal numbers to decimal (base−10) numbers.
50. C3 51. 4D
52. 3A6 53. BC2
Convert the following base-10 numbers to hexadecimal.
54. 152 55. 176
56. 2034 57. 8263
Add or subtract in base 5 or in base 2.
58. 110five - 34five 59. 314five - 32five
60. 30five - 12five 61. 110two + 10two
62. 10011two + 10000two 63. 20five + 42five
64. 14five + 24five 65. 44five - 34five
Exploration
66. What are the advantages and disadvantages of bases other than ten.
67. Supposed you are charged with creating a base-15 number system. What symbols would you use for your system and why?
Explain with at least two specific examples how you would convert between your base−15 system and the decimal system.
68. Describe an interesting aspect of Mayan civilization that we did not discuss in class. Your findings must come from some
source such as an encyclopedia article, or internet site and you must provide reference(s) of the materials you used (either the
publishing information or Internet address).
69. For a Papuan tribe in southeast New Guinea, it was necessary to translate the bible passage John 5:5 “And a certain man was
there, which had an infirmity 30 and 8 years” into “A man lay ill one man, both hands, five and three years.” Based on your own
understanding of bases systems (and some common sense), furnish an explanation of the translation. Please use complete sentences
to do so. (Hint: To do this problem, I am asking you to think about how base systems work, where they come from, and how they
are used. You won’t necessarily find an “answer” in readings or such…you’ll have to think it through and come up with a
reasonable response. Just make sure that you clearly explain why the passage was translated the way that it was.)
70. The Mayan calendar was largely discussed leading up to December 2012. Research how the Mayan calendar works, and how
the counts are related to the number based they use.
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CHAPTER OVERVIEW
3: Sets
3.1: Basics
3.2: Union, Intersection, and Complement
3.3: Venn Diagrams
3.4: Cardinality
3.5: Exercises
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1
3.1: Basics
An art collector might own a collection of paintings, while a music lover might keep a collection of CDs. Any collection of items
can form a set.
Definition: Set
A set is a collection of distinct objects, called elements of the set.
A set can be defined by describing the contents, or by listing the elements of the set, enclosed in curly brackets.
Exercise 3.1.1
Some examples of sets defined by describing the contents:
a) The set of all even numbers
b) The set of all books written about travel to Chile
Some examples of sets defined by listing the elements of the set:
a) {1, 3, 9, 12}
b) {red, orange, yellow, green, blue, indigo, purple}
A set simply specifies the contents; order is not important. The set represented by {1, 2, 3} is equivalent to the set {3, 1, 2}.
Definition: Notation
Commonly, we will use a variable to represent a set, to make it easier to refer to that set later.
The symbol ∊ means “is an element of”.
A set that contains no elements, { }, is called the empty set and is notated ∅.
Example 3.1.2
Let A = {1, 2, 3, 4}
To notate that 2 is element of the set, we’d write 2 ∊ A
Sometimes a collection might not contain all the elements of a set. For example, Chris owns three Madonna albums. While Chris’s
collection is a set, we can also say it is a subset of the larger set of all Madonna albums.
Definition: Subset
A subset of a set A is another set that contains only elements from the set A, but may not contain all the elements of A.
If B is a subset of A, we write B ⊆ A.
A proper subset is a subset that is not identical to the original set – it contains fewer elements.
If B is a proper subset of A, we write B ⊂ A.
Example 3.1.3
Consider these three sets:
A = the set of all even numbers B = {2, 4, 6} C = {2, 3, 4, 6}
Here B ⊂ A since every element of B is also an even number, so is an element of A.
More formally, we could say B ⊂ A since if x ∊ B, then x ∊ A.
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It is also true that B ⊂ C.
C is not a subset of A, since C contains an element, 3, that is not contained in A
Example 3.1.4
Suppose a set contains the plays “Much Ado About Nothing”, “MacBeth”, and “A Midsummer’s Night Dream”. What is a
larger set this might be a subset of?
Solution
There are many possible answers here. One would be the set of plays by Shakespeare. This is also a subset of the set of all
plays ever written. It is also a subset of all British literature.
Try It Now 1
The set A = {1, 3, 5}. What is a larger set this might be a subset of?
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3.2: Union, Intersection, and Complement
Commonly sets interact. For example, you and a new roommate decide to have a house party, and you both invite your circle of
friends. At this party, two sets are being combined, though it might turn out that there are some friends that were in both sets.
The complement of a set A contains everything that is not in the set A . The complement is notated A , or A , or sometimes ∼
′ c
A.
Example 3.2.1
Consider the sets: A = {red, green, blue} B = {red, yellow, orange} C = {red, orange, yellow, green, blue, purple}
Solution
a. Find A ⋃ B The union contains all the elements in either set: A ⋃ B = {red, green, blue, yellow, orange} Notice we only
list red once.
b. Find A ⋂ B The intersection contains all the elements in both sets: A ⋂ B = {red}
c. Find A ⋂ C Here we’re looking for all the elements that are not in set A and are also in C . A ⋂ C = {orange, yellow,
c c
purple}
Try It Now 2
Using the sets from the previous example, find A ⋃ C and B c
⋂A .
Notice that in the example above, it would be hard to just ask for A , since everything from the color fuchsia to puppies and peanut
c
butter are included in the complement of the set. For this reason, complements are usually only used with intersections, or when we
have a universal set in place.
A complement is relative to the universal set, so A contains all the elements in the universal set that are not in A .
c
Example 3.2.2
a. If we were discussing searching for books, the universal set might be all the books in the library.
b. If we were grouping your Facebook friends, the universal set would be all your Facebook friends.
c. If you were working with sets of numbers, the universal set might be all whole numbers, all integers, or all real numbers
Example 3.2.3
Suppose the universal set is U = all whole numbers from 1 to 9. If A = {1, 2, 4}, then A = {3, 5, 6, 7, 8, 9}.
c
As we saw earlier with the expression A ⋂ C , set operations can be grouped together. Grouping symbols can be used like they
c
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Example 3.2.4
Suppose H = {cat, dog, rabbit, mouse}, F = {dog, cow, duck, pig, rabbit} W = {duck, rabbit, deer, frog, mouse}
a. Find (H ⋂ F ) ⋃ W
b. Find H ⋂(F ⋃ W )
c. Find (H ⋂ F ) ⋂ W
c
Solution
a) We start with the intersection: H ⋂ F = {dog, rabbit}
Now we union that result with W : (H ⋂ F ) ⋃ W = {dog, duck, rabbit, deer, frog, mouse}
b) We start with the union: F ⋃W = {dog, cow, rabbit, duck, pig, deer, frog, mouse}
Now we intersect that result with H : H ⋂(F ⋃W) = {dog, rabbit, mouse}
c) We start with the intersection: H ⋂ F = {dog, rabbit}
Now we want to find the elements of W that are not in H ⋂ F .
(H ⋂ F )c ⋂ W = {duck, deer, frog, mouse}
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3.3: Venn Diagrams
To visualize the interaction of sets, John Venn in 1880 thought to use overlapping circles, building on a similar idea used by
Leonhard Euler in the 18th century. These illustrations now called Venn Diagrams.
Basic Venn diagrams can illustrate the interaction of two or three sets.
Example 3.3.1
Create Venn diagrams to illustrate A ⋃ B , A ⋂ B , and A c
⋂B .
Solution
A⋃B contains all elements in either set.
A⋂B contains only those elements in both sets – in the overlap of the circles.
A
c
will contain all elements not in the set A . A
c
⋂B will contain the elements in set B that are not in set A .
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Example 3.3.2
Solution
We’ll start by identifying everything in the set H ⋂ F :
Now, (H ⋂ F ) c
⋂W will contain everything not in the set identified above that is also in set W .
Example 3.3.3
Create an expression to represent the outlined part of the Venn diagram shown.
Solution
The elements in the outlined set are in sets H and F , but are not in set W . So, we could represent this set as H ⋂ F ⋂W
c
.
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Try It Now 3
Create an expression to represent the outlined portion of the Venn diagram shown
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3.4: Cardinality
Often times we are interested in the number of items in a set or subset. This is called the cardinality of the set.
Definition: Cardinality
The number of elements in a set is the cardinality of that set.
The cardinality of the set A is often notated as |A| or n(A).
Example 3.4.1
Let A = {1, 2, 3, 4, 5, 6} and B = {2, 4, 6, 8}. What is the cardinality of B ? A ⋃ B , A ⋂ B ?
Solution
The cardinality of B is 4, since there are 4 elements in the set.
The cardinality of A ⋃ B is 7, since A ⋃ B = {1, 2, 3, 4, 5, 6, 8}, which contains 7 elements.
The cardinality of A ⋂ B is 3, since A ⋂ B = {2, 4, 6}, which contains 3 elements.
Example 3.4.2
What is the cardinality of P = the set of English names for the months of the year?
Solution
The cardinality of this set is 12, since there are 12 months in the year.
Sometimes we may be interested in the cardinality of the union or intersection of sets, but not know the actual elements of each
set. This is common in surveying.
Example 3.4.3
A survey asks 200 people “What beverage do you drink in the morning”, and offers choices
Tea only
Coffee only
Both coffee and tea
Suppose 20 report tea only, 80 report coffee only, 40 report both. How many people drink tea in the morning? How many
people drink neither tea or coffee?
Solution
This question can most easily be answered by creating a Venn diagram. We can see that we
can find the people who drink tea by adding those who drink only tea to those who drink
both: 60 people.
We can also see that those who drink neither are those not contained in the any of the three
other groupings, so we can count those by subtracting from the cardinality of the universal
set, 200. 200 – 20 – 80 – 40 = 60 people who drink neither.
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Example 3.4.4
A survey asks: Which online services have you used in the last month?
Twitter
Facebook
Have used both
The results show 40% of those surveyed have used Twitter, 70% have used Facebook, and 20% have used both. How many
people have used neither Twitter nor Facebook?
Solution
Let T be the set of all people who have used Twitter, and F be the set of all people who have used Facebook. Notice that while
the cardinality of F is 70% and the cardinality of T is 40%, the cardinality of F ⋃ T is not simply 70% + 40%, since that
would count those who use both services twice. To find the cardinality of F ⋃ T , we can add the cardinality of F and the
cardinality of T , then subtract those in the intersection that we’ve counted twice. In symbols,
n(F ⋃ T ) = n(F ) + n(T )– n(F ⋂ T )
Now, to find how many people have not used either service, we’re looking for the cardinality of (F ⋃ T ) . Since the universal
c
set contains 100% of people and the cardinality of F ⋃ T = 90%, the cardinality of (F ⋃ T ) must be the other 10%.
c
c
n(A ) = n(U )– n(A)
Notice that the first property can also be written in an equivalent form by solving for the cardinality of the intersection:
n(A ⋂ B) = n(A) + n(B)– n(A ⋃ B)
Example 3.4.5
Fifty students were surveyed, and asked if they were taking a social science (SS), humanities (HM) or a natural science (NS)
course the next quarter.
21 were taking a SS course
26 were taking a HM course
19 were taking a NS course
9 were taking SS and HM
7 were taking SS and NS
10 were taking HM and NS
3 were taking all three
7 were taking none
How many students are only taking a SS course?
Solution
It might help to look at a Venn diagram. From the given data, we know that there are 3 students in region e and 7 students in
region h .
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Since 7 students were taking a SS and NS course, we know that n(d) + n(e) = 7 . Since we know there are 3 students in
region 3, there must be 7 – 3 = 4 students in region d .
Similarly, since there are 10 students taking HM and NS, which includes regions e and f , there
must be 10 – 3 = 7 students in region f .
Since 9 students were taking SS and HM, there must be 9 – 3 = 6 students in region b .
Now, we know that 21 students were taking a SS course. This includes students from regions a ,
b , d , and e . Since we know the number of students in all but region a , we can determine that 21
Try It Now 4
One hundred fifty people were surveyed and asked if they believed in UFOs, ghosts, and Bigfoot.
43 believed in UFOs
44 believed in ghosts
25 believed in Bigfoot
10 believed in UFOs and ghosts
8 believed in ghosts and Bigfoot
5 believed in UFOs and Bigfoot
2 believed in all three
How many people surveyed believed in at least one of these things?
1. There are several answers: The set of all odd numbers less than 10. The set of all odd numbers. The set of all integers. The
set of all real numbers.
2. A ⋃ C = {red, orange, yellow, green, blue purple} B c
⋂A = {green, blue}
3. A ⋃ B ⋂ C c
4. Starting with the intersection of all three circles, we work our way out. Since 10 people believe in UFOs and Ghosts, and 2
believe in all three, that leaves 8 that believe in only UFOs and Ghosts. We work our way out, filling in all the regions. Once
we have, we can add up all those regions, getting 91 people in the union of all three sets. This leaves 150 – 91 = 59 who
believe in none.
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3.5: Exercises
1. List out the elements of the set “The letters of the word Mississippi.”
2. List out the elements of the set “Months of the year.”
3. Write a verbal description of the set {3, 6, 9}.
4. Write a verbal description of the set {a, e, i, o, u}.
5. Is {1, 3, 5} a subset of the set of odd integers?
6. Is {A, B, C} a subset of the set of letters of the alphabet?
For problems 7-12, consider the sets below, and indicate if each statement is true or false.
A = {1, 2, 3, 4, 5} B = {1, 3, 5} C = {4, 6} U = {numbers from 0 to 10}
7. 3 ∊ B
8. 5 ∊ C
9. B ⊂ A
10. C ⊂A
11. C ⊂B
12. C ⊂D
Using the sets from above, and treating U as the Universal set, find each of the following:
13. A ⋃ B
14. A ⋃ C
15. A ⋂ C
16. B ⋂ C
17. A c
18. B c
Let D = {b, a, c, k}, E = {t, a, s, k}, F = {b, a, t, h}. Using these sets, find the following:
19. D c
⋂E
20. F c
⋂D
21. (D ⋂ E) ⋃ F
22. D ⋂(E ⋃ F )
23. (F ⋂ E)
c
⋂D
24. (D ⋃ E ) c
⋂F
26. (D ⋃ E ) c
⋂F
27. (F c c
⋂E )⋂D
28. (D ⋃ E) ⋃ F
Write an expression for the shaded region.
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29. 30.
31. 32.
Let A = {1, 2, 3, 4, 5} B = {1, 3, 5} C = {4, 6}. Find the cardinality of the given set.
33. n(A)
34. n(B)
35. n(A ⋃ C )
36. n(A ⋂ C )
The Venn diagram here shows the cardinality of each set. Use this in 37-40 to find the cardinality of the given set.
37. n(A ⋂ C )
38. n(B ⋃ C )
39. n(A ⋂ B ⋂ C c
)
40. n(A ⋂ B c
⋂ C)
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52 only use Netflix
62 only use Redbox
24 only use a video store
16 use only a video store and Redbox
48 use only Netflix and Redbox
30 use only a video store and Netflix
10 use all three
25 use none of these
44. A survey asked buyers whether color, size, or brand influenced their choice of cell phone. The results are below. How many
people were influenced by brand?
5 only said color
8 only said size
16 only said brand
20 said only color and size
42 said only color and brand
53 said only size and brand
102 said all three
20 said none of these
45. Use the given information to complete a Venn diagram, then determine: a) how many students have seen exactly one of these
movies, and b) how many had seen only Star Wars.
18 had seen The Matrix (M)
24 had seen Star Wars (SW)
20 had seen Lord of the Rings (LotR)
10 had seen M and SW
14 had seen LotR and SW
12 had seen M and LotR
6 had seen all three
46. A survey asked people what alternative transportation modes they use. Using the data to complete a Venn diagram, then
determine: a) what percent of people only ride the bus, and b) how many people don’t use any alternate transportation.
30% use the bus
20% ride a bicycle
25% walk
5% use the bus and ride a bicycle
10% ride a bicycle and walk
12% use the bus and walk
2% use all three
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CHAPTER OVERVIEW
4: Logic
4.1: Boolean Logic
4.2: Conditionals
4.3: Truth Tables
4.4: Arguments
4.5: Logical Fallacies in Common Language
4.6: Exercises
Thumbnail: Logic is the art of combining smaller arguments (premises) into a bigger argument, not unlike a jigsaw puzzle.
(Pixabay license; PIRO via Pixabay)
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1
4.1: Boolean Logic
We can often classify items as belonging to sets. If you went the library to search for a book and they asked you to express your
search using unions, intersections, and complements of sets, that would feel a little strange. Instead, we typically using words like
“and”, “or”, and “not” to connect our keywords together to form a search. These words, which form the basis of Boolean logic, are
directly related to our set operations.
Suppose M is the set of all mystery books, and C is the set of all comedy books. If we search for “mystery”, we are looking for all
the books that are an element of the set M ; the search is true for books that are in the set.
When we search for “mystery and comedy”, we are looking for a book that is an element of both sets, in the intersection. If we
were to search for “mystery or comedy”, we are looking for a book that is a mystery, a comedy, or both, which is the union of the
sets. If we searched for “not comedy”, we are looking for any book in the library that is not a comedy, the complement of the set C .
Notice here that or is not exclusive. This is a difference between the Boolean logic use of the word and common everyday use.
When your significant other asks “do you want to go to the park or the movies?” they usually are proposing an exclusive choice –
one option or the other, but not both. In Boolean logic, the or is not exclusive – more like being asked at a restaurant “would you
like fries or a drink with that?” Answering “both, please” is an acceptable answer.
Example 4.1.1
Suppose we are searching a library database for Mexican universities. Express a reasonable search using Boolean logic.
Solution
We could start with the search “Mexico and university”, but would be likely to find results for the U.S. state New Mexico. To
account for this, we could revise our search to read: Mexico and university not “New Mexico”
In most internet search engines, it is not necessary to include the word and; the search engine assumes that if you provide two
keywords you are looking for both. In Google’s search, the keyword or has be capitalized as OR, and a negative sign in front of
a word is used to indicate not. Quotes around a phrase indicate that the entire phrase should be looked for. The search from the
previous example on Google could be written: Mexico university -“New Mexico”
Example 4.1.2
Describe the numbers that meet the condition: even and less than 10 and greater than 0
Solution
The numbers that satisfy all three requirements are {2, 4, 6, 8}
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Sometimes statements made in English can be ambiguous. For this reason, Boolean logic uses parentheses to show precedent, just
like in algebraic order of operations.
Example 4.1.3
The English phrase “Go to the store and buy me eggs and bagels or cereal” is ambiguous; it is not clear whether the requestors
is asking for eggs always along with either bagels or cereal, or whether they’re asking for either the combination of eggs and
bagels or just cereal.
Solution
For this reason, using parentheses clarifies the intent:
Eggs and (bagels or cereal) means Option 1: Eggs and bagels, Option 2: Eggs and cereal
(Eggs and bagels) or cereal means Option 1: Eggs and bagels, Option 2: Cereal
Example 4.1.4
Describe the numbers that meet the condition: odd number and less than 20 and greater than 0 and (multiple of 3 or multiple of
5)
Solution
The first three conditions limit us to the set {1, 3, 5, 7, 9, 11, 13, 15, 17, 19}
The last grouped conditions tell us to find elements of this set that are also either a multiple of 3 or a multiple of 5. This leaves
us with the set {3, 5, 9, 15}
Notice that we would have gotten a very different result if we had written (odd number and less than 20 and greater than 0 and
multiple of 3) or multiple of 5
The first grouped set of conditions would give {3, 9, 15}. When combined with the last condition, though, this set expands
without limits: {3, 5, 9, 15, 20, 25, 30, 35, 40, 45, …}
Be aware that when a string of conditions is written without grouping symbols, it is often interpreted from the left to right, resulting
in the latter interpretation.
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4.2: Conditionals
Beyond searching, Boolean logic is commonly used in spreadsheet applications like Excel to do conditional calculations. A
statement is something that is either true or false. A statement like 3 < 5 is true; a statement like “a rat is a fish” is false. A
statement like “x < 5” is true for some values of x and false for others. When an action is taken or not depending on the value of a
statement, it forms a conditional.
Example 4.2.1
In common language, an example of a conditional statement would be “If it is raining, then we’ll go to the mall. Otherwise
we’ll go for a hike.”
Solution
The statement “If it is raining” is the condition – this may be true or false for any given day. If the condition is true, then we
will follow the first course of action, and go to the mall. If the condition is false, then we will use the alternative, and go for a
hike.
Example 4.2.2
As mentioned earlier, conditional statements are commonly used in spreadsheet applications like Excel. If Excel, you can enter
an expression like:
=IF(A1<2000, A1+1, A1*2)
Notice that after the IF, there are three parts. The first part is the condition, and the second two are calculations. Excel will look
at the value in cell A1 and compare it to 2000. If that condition is true, then the first calculation is used, and 1 is added to the
value of A1 and the result is stored. If the condition is false, then the second calculation is used, and A1 is multiplied by 2 and
the result is stored.
In other words, this statement is equivalent to saying “If the value of A1 is less than 2000, then add 1 to the value in A1.
Otherwise, multiple A1 by 2”
Example 4.2.3
The expression =IF(A1 > 5, 2*A1, 3*A1) is used. Find the result if A1 is 3, and the result if A1 is 8.
This is equivalent to saying If A1 >5, then calculate 2*A1. Otherwise, calculate 3*A1.
If A1 is 3, then the condition is false, since 3 > 5 is not true, so we do the alternate action, and multiple by 3, giving 3*3 = 9.
If A1 is 8, then the condition is true, since 8 > 5, so we multiply the value by 2, giving 2*8=16.
Example 4.2.4
An accountant needs to withhold 15% of income for taxes if the income is below $30,000, and 20% of income if the income is
$30,000 or more. Write an expression that would calculate the amount to withhold.
Solution
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Our conditional needs to compare the value to 30,000. If the income is less than 30,000, we need to calculate 15% of the
income: 0.15*income. If the income is more than 30,000, we need to calculate 20% of the income: 0.20*income.
In words, we could write “If income < 30,000, then multiply by 0.15, otherwise multiply by 0.20”. In Excel, we would write:
=IF(A1<30000, 0.15*A1, 0.20*A1)
As we did earlier, we can create more complex conditions by using the operators and, or, and not to join simpler conditions
together.
Example 4.2.5
A parent might say to their child “if you clean your room and take out the garbage, then you can have ice cream.”
Here, there are two simpler conditions:
1. The child cleaning her room
2. The child taking out the garbage
Since these conditions were joined with and, then the combined conditional will only be true if both simpler conditions are
true; if either chore is not completed then the parent’s condition is not met.
Notice that if the parent had said “if you clean your room or take out the garbage, then you can have ice cream”, then the child
would only need to complete one chore to meet the condition.
To create the condition “A1 < 3000 and A1 > 100” in Excel, you would need to enter “AND(A1100)”. Likewise, for the condition
“A1=4 or A1=6” you would enter “OR(A1=4, A1=6).”
Example 4.2.6
In a spreadsheet, cell A1 contains annual income, and A2 contains number of dependents. A certain tax credit applies if
someone with no dependents earns less than $10,000 and has no dependents, or if someone with dependents earns less than
$20,000. Write a rule that describes this.
Solution
There are two ways the rule is met:
income is less than 10,000 and dependents is 0, or
income is less than 20,000 and dependents is not 0.
Informally, we could write these as (A1 < 10000 and A2 = 0) or (A1 < 20000 and A2 > 0)
Notice that the A2 > 0 condition is actually redundant and not necessary since we’d only be considering that or case if the first
pair of conditions were not met. So this could be simplified to: (A1 < 10000 and A2 = 0) or (A1 < 20000)
In Excel’s format, we’d write: = IF ( OR( AND(A1 < 10000, A2 = 0), A1 < 20000), “you qualify”, “you don’t qualify”)
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4.3: Truth Tables
Because complex Boolean statements can get tricky to think about, we can create a truth table to keep track of what truth values for
the simple statements make the complex statement true and false.
Example 4.3.1
Suppose you’re picking out a new couch, and your significant other says “get a sectional or something with a chaise”.
Solution
This is a complex statement made of two simpler conditions: “is a sectional”, and “has a chaise”. For simplicity, let’s use S to
designate “is a sectional”, and C to designate “has a chaise”. The condition S is true if the couch is a sectional.
A truth table for this would look like this:
S C S or C
T T T
T F T
F T T
F F F
In the table, T is used for true, and F for false. In the first row, if S is true and C is also true, then the complex statement “S or
C ” is true. This would be a sectional that also has a chaise, which meets our desire.
Remember also that or in logic is not exclusive; if the couch has both features, it does meet the condition.
To shorthand our notation further, we’re going to introduce some symbols that are commonly used for and, or, and not.
Definition: Symbols
The symbol ⋀ is used for and: A and B is notated A ⋀ B .
The symbol ⋁ is used for or: A or B is notated A ⋁ B
The symbol ~ is used for not: not A is notated ~A
You can remember the first two symbols by relating them to the shapes for the union and intersection. A ⋀ B would be the
elements that exist in both sets, in A ⋂ B . Likewise, A ⋁ B would be the elements that exist in either set, in A ⋃ B .
In the previous example, the truth table was really just summarizing what we already know about how the or statement work. The
truth tables for the basic and, or, and not statements are shown below.
A B A⋀B
T T T
T F F
F T F
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F F F
A B A⋁B
T T T
T F F
F T F
F F F
A ~A
T F
F T
Truth tables really become useful when analyzing more complex Boolean statements.
Example 4.3.2
Solution
It helps to work from the inside out when creating truth tables, and create tables for intermediate operations. We start by listing
all the possible truth value combinations for A , B , and C . Notice how the first column contains 4 Ts followed by 4 Fs, the
second column contains 2 Ts, 2 Fs, then repeats, and the last column alternates. This pattern ensures that all combinations are
considered. Along with those initial values, we’ll list the truth values for the innermost expression, B ⋁ C .
A B C B⋁C
T T T T
T T F T
T F T T
T F F F
F T T T
F T F T
F F T T
F F F F
Next, we can find the negation of B ⋁ C , working off the B ⋁ C column we just created.
A B C B⋁C ~(B ⋁ C)
T T T T F
T T F T F
T F T T F
T F F F T
F T T T F
F T F T F
F F T T F
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F F F F T
T T T T F F
T T F T F F
T F T T F F
T F F F T T
F T T T F F
F T F T F F
F F T T F F
F F F F T F
It turns out that this complex expression is only true in one case: if A is true, B is false, and C is false.
Try It Now 1
When we discussed conditions earlier, we discussed the type where we take an action based on the value of the condition. We are
now going to talk about a more general version of a conditional, sometimes called an implication.
Definition: Implications
Implications are logical conditional sentences stating that a statement p, called the antecedent, implies a consequence q.
Implications are commonly written as p → q
Implications are similar to the conditional statements we looked at earlier; p → q is typically written as “if p then q”, or “p
therefore q”. The difference between implications and conditionals is that conditionals we discussed earlier suggest an action – if
the condition is true, then we take some action as a result. Implications are logical statements that suggest that the consequence
must logically follow if the antecedent is true.
Example 4.3.3
The English statement “If it is raining, then there are clouds is the sky” is a logical implication. It is a valid argument because if
the antecedent “it is raining” is true, then the consequence “there are clouds in the sky” must also be true.
Notice that the statement tells us nothing of what to expect if it is not raining. If the antecedent is false, then the implication
becomes irrelevant.
Example 4.3.4
A friend tells you that “if you upload that picture to Facebook, you’ll lose your job”. There are four possible outcomes:
1. You upload the picture and keep your job
2. You upload the picture and lose your job
3. You don’t upload the picture and keep your job
4. You don’t upload the picture and lose your job
There is only one possible case where your friend was lying – the first option where you upload the picture and keep your job.
In the last two cases, your friend didn’t say anything about what would happen if you didn’t upload the picture, so you can’t
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conclude their statement is invalid, even if you didn’t upload the picture and still lost your job.
In traditional logic, an implication is considered valid (true) as long as there are no cases in which the antecedent is true and the
consequence is false. It is important to keep in mind that symbolic logic cannot capture all the intricacies of the English language.
p q p→q
T T T
T F F
F T T
F F T
Example 4.3.5
Solution
We start by constructing a truth table for the antecedent.
m p ~p m ⋀ ~p
T T F F
T F T T
F T F F
F F T F
m p ~p m ⋀ ~p r (m ⋀ ~p) → r
T T F F T T
T F T T T T
F T F F T T
F F T F T T
T T F F F T
T F T T F F
F T F F F T
F F T F F T
In this case, when m is true, p is false, and r is false, then the antecedent m ⋀ ~p will be true but the consequence false,
resulting in an invalid implication; every other case gives a valid implication.
For any implication, there are three related statements, the converse, the inverse, and the contrapositive.
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Definition: Related Statements
Example 4.3.6
Consider again the valid implication “If it is raining, then there are clouds in the sky”.
The converse would be “If there are clouds in the sky, it is raining.” This is certainly not always true.
The inverse would be “If it is not raining, then there are not clouds in the sky.” Likewise, this is not always true.
The contrapositive would be “If there are not clouds in the sky, then it is not raining.” This statement is valid, and is equivalent
to the original implication.
Looking at truth tables, we can see that the original conditional and the contrapositive are logically equivalent, and that the
converse and inverse are logically equivalent.
p q p→q q→p ~p → ~q ~q → ~p
T T T T T T
T F F T T F
F T T F F T
F F T T T T
Definition: Equivalence
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4.4: Arguments
A logical argument is a claim that a set of premises support a conclusion. There are two general types of arguments: inductive and
deductive arguments.
Argument Types
An inductive argument uses a collection of specific examples as its premises and uses them to propose a general conclusion.
A deductive argument uses a collection of general statements as its premises and uses them to propose a specific situation as
the conclusion.
Example 4.4.1
The argument “when I went to the store last week I forgot my purse, and when I went today I forgot my purse. I always forget
my purse when I go the store” is an inductive argument.
Solution
The premises are:
I forgot my purse last week
I forgot my purse today
The conclusion is:
I always forget my purse
Notice that the premises are specific situations, while the conclusion is a general statement. In this case, this is a fairly weak
argument, since it is based on only two instances.
Example 4.4.2
The argument “every day for the past year, a plane flies over my house at 2 p.m. A plane will fly over my house every day at 2
p.m.” is a stronger inductive argument, since it is based on a larger set of evidence.
Many scientific theories, such as the big bang theory, can never be proven. Instead, they are inductive arguments supported by a
wide variety of evidence. Usually in science, an idea is considered a hypothesis until it has been well tested, at which point it
graduates to being considered a theory. The commonly known scientific theories, like Newton’s theory of gravity, have all stood up
to years of testing and evidence, though sometimes they need to be adjusted based on new evidence. For gravity, this happened
when Einstein proposed the theory of general relativity.
A deductive argument is more clearly valid or not, which makes them easier to evaluate.
A deductive argument is considered valid if all the premises are true, and the conclusion follows logically from those premises.
In other words, the premises are true, and the conclusion follows necessarily from those premises.
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Example 4.4.3
The argument “All cats are mammals and a tiger is a cat, so a tiger is a mammal” is a valid deductive argument.
The premises are:
All cats are mammals
A tiger is a cat
The conclusion is:
A tiger is a mammal
Both the premises are true. To see that the premises must logically lead to the conclusion,
one approach would be to use a Venn diagram. From the first premise, we can conclude that
the set of cats is a subset of the set of mammals. From the second premise, we are told that a
tiger lies within the set of cats. From that, we can see in the Venn diagram that the tiger also
lies inside the set of mammals, so the conclusion is valid.
Example 4.4.4
Solution
From the first premise, we know that firefighters all lie inside the set of those who know CPR. From the second premise, we
know that Jill is a member of that larger set, but we do not have enough information to know if she also is a member of the
smaller subset that is firefighters.
Since the conclusion does not necessarily follow from the premises, this is an invalid argument, regardless of whether Jill
actually is a firefighter.
It is important to note that whether or not Jill is actually a firefighter is not important in evaluating the validity of the argument; we
are only concerned with whether the premises are enough to prove the conclusion.
Try It Now 2
In addition to these categorical style premises of the form “all ___”, “some ____”, and “no ____”, it is also common to see
premises that are implications.
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Example 4.4.5
Solution
From the first premise, we know that the set of people who live in Seattle is inside the set of those who live in Washington.
From the second premise, we know that Marcus does not lie in the Seattle set, but we have insufficient information to know
whether or not Marcus lives in Washington or not. This is an invalid argument.
Example 4.4.6
Consider the argument “You are a married man, so you must have a wife.”
Solution
This is an invalid argument, since there are, at least in parts of the world, men who are married to other men, so the premise not
insufficient to imply the conclusion.
Example 4.4.7
T T T T T
T F F F T
F T T F T
F F T F T
Since the truth table for [(B → S) ⋀ B] → S is always true, this is a valid argument.
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Try It Now 3
Determine if the argument is valid:
Premise: If I have a shovel I can dig a hole.
Premise: I dug a hole
Conclusion: Therefore, I had a shovel
Example 4.4.8
Premise: If I go to the mall, then I’ll buy new jeans
Premise: If I buy new jeans, I’ll buy a shirt to go with it
Conclusion: If I got to the mall, I’ll buy a shirt.
Solution
Let M = I go to the mall, J = I buy jeans, and S = I buy a shirt.
The premises and conclusion can be stated as:
Premise: M → J
Premise: J → S
Conclusion: M → S
We can construct a truth table for [(M → J) ⋀(J → S)] → (M → S)
T T T T T T T T
T T F T F F F T
T F T F T F T T
T F F F T F F T
F T T T T T T T
F T F T F F T T
F F T T T T T T
F F F T T T T T
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Definition: Syllogism
A syllogism is an implication derived from two others, where the consequence of one is the antecedent to the other. The
general form of a syllogism is:
Premise: p → q
Premise: q → r
Conclusion: p → r
This is sometimes called the transitive property for implication.
Example 4.4.9
Solution
If we let W = working hard, R = getting a raise, and B = buying a boat, then we can represent our argument symbolically:
Premise: H → R
Premise: R → B
Conclusion: ~B → ~H
We could construct a truth table for this argument, but instead, we will use the notation of the contrapositive we learned earlier
to note that the implication ~B → ~H is equivalent to the implication H → B. Rewritten, we can see that this conclusion is
indeed a logical syllogism derived from the premises.
Try It Now 4
Lewis Carroll, author of Alice in Wonderland, was a math and logic teacher, and wrote two books on logic. In them, he would
propose premises as a puzzle, to be connected using syllogisms.
Example 4.4.10
Solve the puzzle. In other words, find a logical conclusion from these premises.
All babies are illogical.
Nobody is despised who can manage a crocodile.
Illogical persons are despised
Solution
Let B = is a baby, D = is despised, I = is illogical, and M = can manage a crocodile.
Then we can write the premises as:
B→I
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M → ~D
I→D
From the first and third premises, we can conclude that B → D; that babies are despised. Using the contrapositive of the second
premised, D → ~M, we can conclude that B → ~M; that babies cannot manage crocodiles.
While silly, this is a logical conclusion from the given premises.
Notes:
1) Technically, these are Euler circles or Euler diagrams, not Venn diagrams, but for the sake of simplicity we’ll continue to call
them Venn diagrams.
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4.5: Logical Fallacies in Common Language
In the previous discussion, we saw that logical arguments can be invalid when the premises are not true, when the premises are not
sufficient to guarantee the conclusion, or when there are invalid chains in logic. There are a number of other ways in which
arguments can be invalid, a sampling of which are given here.
Definition: Ad hominem
An ad hominem argument attacks the person making the argument, ignoring the argument itself.
Example 4.5.1
“Jane says that whales aren’t fish, but she’s only in the second grade, so she can’t be right.”
Here the argument is attacking Jane, not the validity of her claim, so this is an ad hominem argument.
Example 4.5.2
“Jane says that whales aren’t fish, but everyone knows that they’re really mammals – she’s so stupid.”
This certainly isn’t very nice, but it is not ad hominem since a valid counterargument is made along with the personal insult.
Example 4.5.3
These arguments attempt to use the authority of a person to prove a claim. While often authority can provide strength to an
argument, problems can occur when the person’s opinion is not shared by other experts, or when the authority is irrelevant to
the claim.
Example 4.5.4
A diet high in bacon can be healthy – Doctor Atkins said so.”
Here, an appeal to the authority of a doctor is used for the argument. This generally would provide strength to the argument,
except that the opinion that eating a diet high in saturated fat runs counter to general medical opinion. More supporting
evidence would be needed to justify this claim.
Example 4.5.5
“Jennifer Hudson lost weight with Weight Watchers, so their program must work.”
Here, there is an appeal to the authority of a celebrity. While her experience does provide evidence, it provides no more than
any other person’s experience would.
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Definition: Appeal To Consequence
An appeal to consequence concludes that a premise is true or false based on whether the consequences are desirable or not.
Example 4.5.6
“Humans will travel faster than light: faster-than-light travel would be beneficial for space travel.”
A false dilemma argument falsely frames an argument as an “either or” choice, without allowing for additional options.
Example 4.5.7
“Either those lights in the sky were an airplane or aliens. There are no airplanes scheduled for tonight, so it must be aliens.”
This argument ignores the possibility that the lights could be something other than an airplane or aliens.
Circular reasoning is an argument that relies on the conclusion being true for the premise to be true.
Example 4.5.8
A straw man argument involves misrepresenting the argument in a less favorable way to make it easier to attack.
Example 4.5.9
“Senator Jones has proposed reducing military funding by 10%. Apparently, he wants to leave us defenseless against attacks by
terrorists”
Here the arguer has represented a 10% funding cut as equivalent to leaving us defenseless, making it easier to attack.
A post hoc argument claims that because two things happened sequentially, then the first must have caused the second.
Example 4.5.10
“Today I wore a red shirt, and my football team won! I need to wear a red shirt every time they play to make sure they keep
winning.”
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Example 4.5.11
“Months with high ice cream sales also have a high rate of deaths by drowning. Therefore, ice cream must be causing people to
drown.”
This argument is implying a causal relation, when really both are more likely dependent on the weather; that ice cream and
drowning are both more likely during warm summer months.
Try It Now 5
1.
A B ~A ~A ⋀ B ~B (~A ⋀ B) ⋁ ~B
T T F F F F
T F F F T T
F T T T F T
F F T F T T
2. Since no cows are purple, we know there is no overlap between the set of cows and the set of purple things. We know Fido is
not in the cow set, but that is not enough to conclude that Fido is in the purple things set.
T T T T T
T F F F T
F T T T F
F F T F T
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4. Letting P = go to the party, T = being tired, and F = seeing friends, then we can represent this argument as P:
Premise: P → T
Premise: P → F
Conclusion: ~F → ~T
We could rewrite the second premise using the contrapositive to state ~F → ~P, but that does not allow us to form a syllogism.
If we don’t see friends, then we didn’t go the party, but that is not sufficient to claim I won’t be tired tomorrow. Maybe I stayed
up all night watching movies.
5. a. Circular
b. Correlation does not imply causation
c. Post hoc
d. Appeal to consequence
e. Straw man
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4.6: Exercises
1. Consider the set of whole numbers from 1 to 10, inclusive. List the numbers that meet the condition: less than seven or odd
2. An accountant needs to withhold 13% of income for taxes if the income is below $40,000, and 20% of income if the income is
$40,000 or more. The income amount is in cell A1. Write a spreadsheet expression that would calculate the amount to withhold.
3. Complete the truth table for the statement ~��⋀~��.
4. Complete the truth table for the statement ~�� → ��.
5. For the statement �� → ��, identify the inverse, converse, contrapositive, and original statement.
______ ~Q → ~R A. Inverse
______ ~R → ~Q B. Contrapositive
______ R → Q C. Converse
______ Q → R D. Statement
6. Complete the truth table for the statement (A ∨ B) ∧ C.
7. Complete the truth table for the statement ~(A ∨ B) ∧ C.
8. Complete the truth table for the implication ~(A ∧ B) → C.
9. Determine if the conclusion follows logically from the premises. Is this a valid or invalid argument?
Premise: No loving persons are thoughtless persons.
Premise: No loving persons are aggressive people.
Conclusion: No aggressive people are thoughtless persons.
10. Determine if the conclusion follows logically from the premises. Is this a valid or invalid argument?
Premise: All sensations are ideas of external material things.
Premise: Some ideas are not sensations.
Conclusion: Some ideas are not ideas of external material things.
11. Determine if the conclusion follows logically from the premises. Is this a valid or invalid argument?
Premise: All complex ideas are works of the mind.
Premise: All relations are works of the mind.
Conclusion: All relations are complex ideas.
12. Determine if the conclusion follows logically from the premises. Is this a valid or invalid argument?
Premise: If an animal is a rodent, then it is a mammal.
Premise: Rats are rodents.
Conclusion: Rats are mammals.
13. Determine if the conclusion follows logically from the premises. Is this a valid or invalid argument?
Premise: If it has an engine, I can fix it.
Premise: Cars have engines.
Conclusion: I can fix cars.
14. Determine if the conclusion follows logically from the premises. Is this a valid or invalid argument?
Premise: If I upgrade my computer, then it will run faster.
Premise: If my computer runs after, I will be more productive.
Conclusion: If I upgrade my computer, then I will be more productive.
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15. Categorize the following logical fallacy.
“It was his fault, Officer. You can tell by the kind of car I'm driving and by my clothes that I am a good citizen and would not
lie. Look at the rattletrap he is driving, and look at how he is dressed. You can't believe anything that a dirty, long-haired
hippie like that might tell you. Search his car; he probably has pot in it.”
16. Categorize the following logical fallacy.
My client is an integral part of this community. If he is sent to prison not only will this city suffer but also, he will be most
missed by his family. You surely cannot find it in your hearts to reach any other verdict than "not guilty."
17. Categorize the following logical fallacy.
“Old man Brown claims that he saw a flying saucer in his farm, but he never got beyond the fourth grade in school and can
hardly read or write. He is completely ignorant of what scientists have written on the subject, so his report cannot possibly
be true.”
This page titled 4.6: Exercises is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
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CHAPTER OVERVIEW
5: Measurement
5.1: U.S. Customary Measurement System
5.2: Metric Units of Measurement
5.3: Temperature Scales
5.4: Exercises
This page titled 5: Measurement is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
1
5.1: U.S. Customary Measurement System
Learning Objectives
1. Define units of length and convert from one to another.
2. Perform arithmetic calculations on units of length.
3. Solve application problems involving units of length.
Introduction
Measurement is a number that describes the size or amount of something. You can measure many things like length, area,
capacity, weight, temperature and time. In the United States, two main systems of measurement are used: the metric system and
the U.S. customary measurement system. This topic addresses the measurement of length using the U.S. customary measurement
system.
Suppose you want to purchase tubing for a project, and you see two signs in a hardware store: $1.88 for 2 feet of tubing and $5.49
for 3 yards of tubing. If both types of tubing will work equally well for your project, which is the better price? You need to know
about two units of measurement, yards and feet, in order to determine the answer.
Units of Length
Length is the distance from one end of an object to the other end, or from one object to another. For example, the length of a letter-
sized piece of paper is 11 inches. The system for measuring length in the United States is based on the four customary units of
length: inch, foot, yard, and mile. Below are examples to show measurement in each of these units.
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Soccer fields vary some in their size. An official field can
Yard/Yards
be any length between 100 and 130 yards.
You can use any of these four U.S. customary measurement units to describe the length of something, but it makes more sense to
use certain units for certain purposes. For example, it makes more sense to describe the length of a rug in feet rather than miles, and
to describe a marathon in miles rather than inches.
You may need to convert between units of measurement. For example, you might want to express your height using feet and inches
(5 feet 4 inches) or using only inches (64 inches). You need to know the unit equivalents in order to make these conversions
between units.
The table below shows equivalents and conversion factors for the four customary units of measurement of length.
Conversion Factors (longer to shorter units Conversion Factors (shorter to longer units
Unit Equivalents
of measurement) of measurement)
12 inches 1 foot
1 foot = 12 inches
1 foot 12 inches
3 feet 1 yard
1 yard = 3 feet
1 yard 3 feet
Note that each of these conversion factors is a ratio of equal values, so each conversion factor equals 1. Multiplying a measurement
by a conversion factor does not change the size of the measurement at all since it is the same as multiplying by 1; it just changes the
units that you are using to measure.
If a length is measured in feet, and you’d like to convert the length to yards, you can think, “I am converting from a shorter unit to a
1 yard
longer one, so the length in yards will be less than the length in feet.” You could use the conversion factor .
3 feet
If a distance is measured in miles, and you want to know how many feet it is, you can think, “I am converting from a longer unit of
measurement to a shorter one, so the number of feet would be greater than the number of miles.” You could use the conversion
5280 feet
factor .
1 mile
You can use the factor label method to convert a length from one unit of measure to another using the conversion factors. In the
factor label method, you multiply by unit fractions to convert a measurement from one unit to another. Study the example below to
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1
see how the factor label method can be used to convert 3 feet into an equivalent number of inches.
2
Example 5.1.1
1
How many inches are in 3 feet?
2
Solution
1
Begin by reasoning about your answer. Since a foot is longer than an inch, this means the answer would be greater than 3 .
2
1
3 feet = _______ inches
2
Find the conversion factor that compares inches and feet, with “inches” in the numerator, and multiply
1 12 inches
3 feet ⋅ = _______ inches
2 1 foot
You can reduce similar units when they appear in the numerator and the denominator. So here, reduce the similar units “feet”
and “foot.” This eliminates this unit from the problem.
7 feet 12 inches
⋅ = _______ inches
2 1 foot
7 12 inches
⋅ = _______ inches
2 1
Multiply.
84 inches
= _______ inches
2
Divide.
84 inches
= 42 inches
2
1
Answer: There are 42 inches in 3 feet.
2
Notice that by using the factor label method you can reduce the units out of the problem, just as if they were numbers. You can only
reduce if the unit being reduced is in both the numerator and denominator of the fractions you are multiplying.
In the problem above, you reduced feet and foot leaving you with inches, which is what you were trying to find.
7 feet 12 inches
⋅ = _______ inches
2 1 foot
You could not reduce the feet because the unit is not the same in both the numerator and the denominator. So if you complete the
computation, you would still have both feet and inches in the answer and no conversion would take place.
Here is another example of a length conversion using the factor label method.
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Example 5.1.2
How many yards is 7 feet?
Solution
Start by reasoning about the size of your answer. Since a yard is longer than a foot, there will be fewer yards. So your answer
will be less than 7.
7 feet = _______ yards
Find the conversion factor that compares feet and yards, with yards in the numerator.
1 yard
7 feet ⋅ = _______ yards
3 feet
Reduce the similar units “feet” and “feet” leaving only yards.
7 feet 1 yard
⋅ = _______ yards
1 3 feet
7 1 yard
⋅ = _______ yards
1 3
Multiply.
7 ⋅ 1 yard
= _______ yards
1⋅3
Divide.
7 yards 1
= 2 yards
3 3
1
Answer: 7 feet equals 2 yards.
3
Note that if the units do not reduce to give you the answer you are trying to find, you may not have used the correct conversion
factor.
Try It Now 1
1
How many feet are in 2 miles?
2
Example 5.1.3
An interior decorator needs border trim for a home she is wallpapering. She needs 15 feet of border trim for the living room, 30
feet of border trim for the bedroom, and 26 feet of border trim for the dining room. How many yards of border trim does she
need?
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Solution
You need to find the total length of border trim that is needed for all three rooms in the house. Since the measurements for each
room are given in feet, you can add the numbers.
15 feet + 30 feet + 26 feet = 71 feet
How many yards is 71 feet? Reason about the size of your answer. Since a yard is longer than a foot, there will be fewer yards.
Expect your answer to be less than 71.
71 feet = ________ yards
1 yard
Use the conversion factor .
3 feet
71 feet 1 yard
⋅ = _______ yards
1 3 feet
Since “feet” is in the numerator and denominator, you can reduce this unit.
71 feet 1 yard
⋅ = _______ yards
1 3 feet
71 1 yard
⋅ = _______ yards
1 3
Multiply.
71 ⋅ 1 yards
_______ yards
1⋅3
71 yards
= _______ yards
3
2
Answer: The interior decorator needs 23 yards of border trim.
3
The next example uses the factor label method to solve a problem that requires converting from miles to feet.
Example 5.1.4
Two runners were comparing how much they had trained earlier that day. Jo said, “According to my pedometer, I ran 8.3
miles.” Alex said, “That’s a little more than what I ran. I ran 8.1 miles.” How many more feet did Jo run than Alex?
Solution
You need to find the difference between the distance Jo ran and the distance Alex ran. Since both distances are given in the
same unit, you can subtract and keep the unit the same.
8.3 miles– 8.1 miles = 0.2 mile
2
0.2 mile = miles
10
Since the problem asks for the difference in feet, you must convert from miles to feet. How many feet is 0.2 mile? Reason
about the size of your answer. Since a mile is longer than a foot, the distance when expressed as feet will be a number greater
than 0.2.
2
miles = ________feet
10
5280 feet
Use the conversion factor .
1 mile
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2 miles 5280 feet
⋅ = ________feet
10 1 mile
2 5280 feet
⋅ = ________feet
10 1
Multiply.
2 ⋅ 5280 feet
= ________feet
10 ⋅ 1
Divide.
10, 560 feet
= 1, 056 feet
10
Example 5.1.5
You are walking through a hardware store and notice two sales on tubing.
3 yards of Tubing A costs $5.49.
Tubing B sells for $1.88 for 2 feet.
Either tubing is acceptable for your project. Which tubing is less expensive?
Solution
Find the unit price for each tubing. This will make it easier to compare.
Tubing A: 3 yards = $5.49
Find the cost per yard of Tubing A by dividing the cost of 3 yards of the tubing by 3.
$5.49 ÷ 3 $1.83
=
3 yards ÷ 3 1 yard
Tubing B is sold by the foot. Find the cost per foot by dividing $1.88 by 2 feet.
Tubing B: 2 feet = $1.88
$1.88 ÷ 2 $0.94
=
2 feet ÷ 2 1 foot
To compare the prices, you need to have the same unit of measure.
$0.94 3 feet $
⋅ = ––––––––
1 foot 1 yard yard
––––––––
3 feet
Use the conversion factor , reduce and multiply
1 yard
$0.94 3 $2.82
⋅ =
1 1 yard 1 yard
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Answer: Tubing A is less expensive than Tubing B.
In the problem above, you could also have found the price per foot for each kind of tubing and compared the unit prices of each per
foot.
Try It Now 2
A fence company is measuring a rectangular area in order to install a fence around its perimeter. If the length of the rectangular
area is 130 yards and the width is 75 feet, what is the total length of the distance to be fenced?
Summary
The four basic units of measurement that are used in the U.S. customary measurement system are: inch, foot, yard, and mile.
Typically, people use yards, miles, and sometimes feet to describe long distances. Measurement in inches is common for shorter
objects or lengths.
You need to convert from one unit of measure to another if you are solving problems that include measurements involving more
than one type of measurement. Each of the units can be converted to one of the other units using the table of equivalents, the
conversion factors, and/or the factor label method shown in this topic.
2. 930 feet; 130 yards is equivalent to 390 feet. To find the perimeter, add length + length + width + width: 390 feet + 390 feet
+ 75 feet + 75 feet = 930 feet.
Weight
Learning Objectives
1. Define units of weight and convert from one to another.
2. Perform arithmetic calculations on units of weight.
3. Solve application problems involving units of weight.
Introduction
When you mention how heavy or light an object is, you are referring to its weight. In the U.S. customary system of measurement,
weight is measured in ounces, pounds, and tons. Like other units of measurement, you can convert between these units and you
sometimes need to do this to solve problems.
In 2010, the post office charges $0.44 to mail something that weighs an ounce or less. The post office charges $0.17 for each
additional ounce, or fraction of an ounce, of weight. How much will it cost to mail a package that weighs two pounds three ounces?
To answer this question, you need to understand the relationship between ounces and pounds.
Units of Weight
You often use the word weight to describe how heavy or light an object or person is. Weight is measured in the U.S. customary
system using three units: ounces, pounds, and tons. An ounce is the smallest unit for measuring weight, a pound is a larger unit,
and a ton is the largest unit.
Whales are some of the largest animals in the world. Some species can
reach weights of up to 200 tons- that’s equal to 400,000 pounds
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Meat is a product that is typically sold by the pound. One pound of
ground beef makes about four hamburger patties.
You can use any of the customary measurement units to describe the weight of something, but it makes more sense to use certain
units for certain purposes. For example, it makes more sense to describe the weight of a human being in pounds rather than tons. It
makes more sense to describe the weight of a car in tons rather than ounces.
1 pound = 16 ounces
1 ton = 2,000 pounds
Conversion Factors (heavier to lighter units Conversion Factors (lighter to heavier units
Unit Equivalents
of measurement) of measurement)
16 ounces 1 pound
1 pound = 16 ounces
1 pound 16 ounces
You can use the factor label method to convert one customary unit of weight to another customary unit of weight. This method uses
conversion factors, which allow you to “reduce” units to end up with your desired unit of measurement.
Each of these conversion factors is a ratio of equal values, so each conversion factor equals 1. Multiplying a measurement by a
conversion factor does not change the size of the measurement at all, since it is the same as multiplying by 1. It just changes the
units that you are using to measure it in.
Two examples illustrating the factor label method are shown below.
Example 5.1.6
1
How many ounces are in 2 pounds?
4
Solution
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Begin by reasoning about your answer. Since a pound is heavier than an ounce, expect your answer to be a number greater than
1
2 .
4
1
2 pounds = ________ounces
4
16 ounces
Multiply by the conversion factor that relates ounces and pounds: .
1 pound
1 16 ounces
2 pounds ⋅ = ________ounces
4 1 pound
The common unit “pound” can be reduced because it appears in both the numerator and denominator.
9 16 ounces
⋅ = ________ounces
4 1
144 ounces
= ________ounces
4
144 ounces
= 36 ounces
4
1
Answer: There are 36 ounces in 2 pounds.
4
Example 5.1.7
Solution
Begin by reasoning about your answer. Since a ton is heavier than a pound, expect your answer to be a number less than 6,500.
6500 pounds = ________tons
1 ton
Multiply by the conversion factor that relates tons to pounds: .
2000 pounds
1 ton
6500 pounds ⋅ = ________tons
2000 pounds
6500 tons 1
=3 tons
2000 4
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1
Answer: There are 6,500 pounds in 3 pounds.
4
Try It Now 1
Example 5.1.8
A municipal trash facility allows a person to throw away a maximum of 30 pounds of trash per week. Last week, 140 people
threw away the maximum allowable trash. How many tons of trash did this equal?
Solution
Determine the total trash for the week expressed in pounds. If 140 people each throw away 30 pounds, you can find the total by
multiplying.
140 ⋅ 30 pounds = 4, 200 pounds
Then convert 4,200 pounds to tons. Reason about your answer. Since a ton is heavier than a pound, expect your answer to be a
number less than 4,200.
4200 pounds = ________ tons
1 ton
Find the conversion factor appropriate for the situation: .
2000 pounds
4200 1 ton
⋅ = ________tons
1 2000
4200 tons
= ________tons
2000
4200 tons 1
=2 tons
2000 10
1
Answer: The total amount of trash generated is 2 tons.
10
Let’s revisit the post office problem that was posed earlier. We can use unit conversion to solve this problem.
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Example 5.1.9
The post office charges $0.44 to mail something that weighs an ounce or less. The charge for each additional ounce, or fraction
of an ounce, of weight is $0.17. At this rate, how much will it cost to mail a package that weighs 2 pounds 3 ounces?
Solution
Since the pricing is for ounces, convert the weight of the package from pounds and ounces into just ounces.
2 pounds 3 ounces = ________ounces
First use the factor label method to convert 2 pounds to ounces.
2 pounds 16 ounces
⋅ = ________ounces
1 pound
2 16 ounces
⋅ = 32 ounces
1 1
∴ 2 pounds = 32 ounces
Add the additional 3 ounces to find the weight of the package. The package weighs 35 ounces. There are 34 additional ounces,
since 35 – 1 = 34.
32 ounces + 3 ounces = 35 ounces
Apply the pricing formula. $0.44 for the first ounce and $0.17 for each additional ounce.
$0.44 + $0.17(34)
$0.44 + $5.78
Answer: It will cost $6.22 to mail a package that weighs 2 pounds 3 ounces.
Try It Now 2
1
The average weight of a northern Bluefin tuna is 1,800 pounds. The average weight of a great white shark is 2 tons. On
2
average, how much more does a great white shark weigh, in pounds, than a northern Bluefin tuna?
Summary
In the U.S. customary system of measurement, weight is measured in three units: ounces, pounds, and tons. A pound is equivalent
to 16 ounces, and a ton is equivalent to 2,000 pounds. While an object’s weight can be described using any of these units, it is
typical to describe very heavy objects using tons and very light objects using an ounce. Pounds are used to describe the weight of
many objects and people. Often, in order to compare the weights of two objects or people or to solve problems involving weight,
you must convert from one unit of measurement to another unit of measurement. Using conversion factors with the factor label
method is an effective strategy for converting units and solving problems.
1
2. 3,200 pounds; 2 tons = 5,000 pounds. 5,000 pounds – 1,800 pounds = 3,200 pounds.
2
Capacity
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Learning Objectives
1. Define units of capacity and convert from one to another.
2. Perform arithmetic calculations on units of capacity.
3. Solve application problems involving units of capacity.
Introduction
Capacity is the amount of liquid (or other pourable substance) that an object can hold when it’s full. When a liquid, such as milk, is
being described in gallons or quarts, this is a measure of capacity.
Understanding units of capacity can help you solve problems like this: Sven and Johanna were hosting a potluck dinner. They did
not ask their guests to tell them what they would be bringing, and three people ended up bringing soup. Erin brought 1 quart,
Richard brought 3 pints, and LeVar brought 9 cups. How many cups of soup did they have all together?
Units of Capacity
There are five main units for measuring capacity in the U.S. customary measurement system. The smallest unit of measurement is a
fluid ounce. “Ounce” is also used as a measure of weight, so it is important to use the word “fluid” with ounce when you are
talking about capacity. Sometimes the prefix “fluid” is not used when it is clear from the context that the measurement is capacity,
not weight.
The other units of capacity in the customary system are the cup, pint, quart, and gallon. The table below describes each unit of
capacity and provides an example to illustrate the size of the unit of measurement.
Fluid Ounce
1
A unit of capacity equal to of a cup.
8
One fluid ounce of water at 62°F weighs about one ounce. The amount
of liquid medicine is often measured in fluid ounces.
Cup
A unit equal to 8 fluid ounces. The capacity of a standard measuring cup
is one cup.
Pint
A unit equal to 16 fluid ounces, or 2 cups. The capacity of a carton of
ice cream is often measured in pints.
Quart
A unit equal to 32 fluid ounces, or 4 cups. You often see quarts of milk
being sold in the supermarket.
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Gallon
A unit equal to 4 quarts, or 128 fluid ounces. When you fill up your car
with gasoline, the price of gas is often listed in dollars per gallon.
You can use any of these five measurement units to describe the capacity of an object, but it makes more sense to use certain units
for certain purposes. For example, it makes more sense to describe the capacity of a swimming pool in gallons and the capacity of
an expensive perfume in fluid ounces.
Sometimes you will need to convert between units of measurement. For example, you might want to express 5 gallons of lemonade
in cups if you are trying to determine how many 8-fluid ounce servings the amount of lemonade would yield.
The table below shows some of the most common equivalents and conversion factors for the five customary units of measurement
of capacity.
Conversion Factors (heavier to lighter units Conversion Factors (lighter to heavier units
Unit Equivalents
of measurement) of measurement)
1 cup 8 fluid ounces
1 cup = 8 fluid ounces
8 fluid ounces 1 cup
1 quart 2 pints
1 quart = 2 pints
2 pints 1 quart
1 quart 4 cups
1 quart = 4 cups
4 cups 1 quart
1 gallon 4 quarts
1 gallon = 4 quarts
4 quarts 1 gallon
1 gallon 16 cups
1 gallon = 16 cups
16 cups 1 gallon
Example 5.1.10
3
How many pints is 2 gallons?
4
Solution
Begin by reasoning about your answer. Since a gallon is larger than a pint, expect the answer in pints to be a number greater
3
than 2 .
4
3
2 gallons = ________ pints
4
The table above does not contain a conversion factor for gallons and pints, so you cannot convert it in one step. However, you
can use quarts as an intermediate unit, as shown here. Set up the equation so that two sets of labels reduce—gallons and quarts.
11 gallons 4 quarts 2 pints
⋅ ⋅ = ________ pints
4 1 gallon 1 quart
11 4 2 pints
⋅ ⋅ = ________ pints
4 1 1
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Multiply and simplify.
11 ⋅ 4 ⋅ 2 pints
= ________ pints
4⋅1⋅1
88 pints
= 22 pints
4
3
Answer: 2 gallons is 22 pints.
4
Example 5.1.11
Solution
Begin by reasoning about your answer. Since gallons is a larger unit than fluid ounces, expect the answer to be less than 32.
32 fluid ounces = ________ gallons
The table above does not contain a conversion factor for gallons and fluid ounces, so you cannot convert it in one step. Use a
series of intermediate units, as shown here.
32 fl oz 1 cup 1 pt 1 qt 1 gal
⋅ ⋅ ⋅ ⋅ ________ gal
1 8 fl oz 2 cups 2 pt 4 qt
32 gal 1
= gal
128 4
1
Answer: 32 fluid ounces is the same as gallon.
4
Try It Now 1
Find the sum of 4 gallons and 2 pints. Express your answer in cups.
Example 5.1.12
Sven and Johanna were hosting a potluck dinner. They did not ask their guests to tell them what they would be bringing, and
three people ended up bringing soup. Erin brought 1 quart, Richard brought 3 pints, and LeVar brought 9 cups. How much
soup did they have total?
Solution
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Since the problem asks for the total amount of soup, you must add the three quantities. Before adding, you must convert the
quantities to the same unit.
1 quart + 3 pints + 9 cups
The problem does not require a particular unit, so you can choose. Cups might be the easiest computation. This is given in the
table of equivalents.
1 quart = 4 cups
3 2 cups
⋅ = 6 cups
1 1
Example 5.1.13
Natasha is making lemonade to bring to the beach. She has two containers. One holds one gallon and the other holds 2 quarts.
If she fills both containers, how many cups of lemonade will she have?
Solution
This problem requires you to find the sum of the capacity of each container and then convert that sum to cups.
1 gallon + 2 quarts = ________ cups
First, find the sum in quarts. 1 gallon is equal to 4 quarts.
4 quarts + 2 quarts = 6 quarts
Since the problem asks for the capacity in cups, convert 6 quarts to cups.
6 quarts 2 pints 2 cups
⋅ ⋅ = ________ cups
1 1 quart 1 pint
Multiply.
6 ⋅ 2 ⋅ 2 = 24 cups
Another way to work the problem above would be to first change 1 gallon to 16 cups and change 2 quarts to 8 cups. Then add: 16 +
8 = 24 cups.
Try It Now 2
Alan is making chili. He is using a recipe that makes 24 cups of chili. He has a 5-quart pot and a 2- gallon pot and is trying to
determine whether the chili will all fit in one of these pots. Which of the pots will fit the chili?
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Summary
There are five basic units for measuring capacity in the U.S. customary measurement system. These are the fluid ounce, cup, pint,
quart, and gallon. These measurement units are related to one another, and capacity can be described using any of the units.
Typically, people use gallons to describe larger quantities and fluid ounces, cups, pints, or quarts to describe smaller quantities.
Often, in order to compare or to solve problems involving the amount of liquid in a container, you need to convert from one unit of
measurement to another.
This page titled 5.1: U.S. Customary Measurement System is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or
curated by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the
LibreTexts platform; a detailed edit history is available upon request.
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5.2: Metric Units of Measurement
Learning Objectives
1. Describe the general relationship between the U.S. customary units and metric units of length, weight/mass, and volume.
2. Define the metric prefixes and use them to perform basic conversions among metric units.
Introduction
In the United States, both the U.S. customary measurement system and the metric system are used, especially in medical,
scientific, and technical fields. In most other countries, the metric system is the primary system of measurement. If you travel to
other countries, you will see that road signs list distances in kilometers and milk is sold in liters. People in many countries use
words like “kilometer,” “liter,” and “milligram” to measure the length, volume, and weight of different objects. These measurement
units are part of the metric system.
Unlike the U.S. customary system of measurement, the metric system is based on 10s. For example, a liter is 10 times larger than a
deciliter, and a centigram is 10 times larger than a milligram. This idea of “10” is not present in the U.S. customary system—there
are 12 inches in a foot, and 3 feet in a yard…and 5,280 feet in a mile!
So, what if you have to find out how many milligrams are in a decigram? Or, what if you want to convert meters to kilometers?
Understanding how the metric system works is a good start.
What is Metric?
The metric system uses units such as meter, liter, and gram to measure length, liquid volume, and mass, just as the U.S. customary
system uses feet, quarts, and ounces to measure these.
In addition to the difference in the basic units, the metric system is based on factors of 10, and different measures for length include
kilometer, meter, decimeter, centimeter, and millimeter. Notice that the word “meter” is part of all of these units.
The metric system also applies the idea that units within the system get larger or smaller by a power of 10. This means that a meter
is 100 times larger than a centimeter, and a kilogram is 1,000 times heavier than a gram. You will explore this idea a bit later. For
now, notice how this idea of “getting bigger or smaller by 10” is very different than the relationship between units in the U.S.
customary system, where 3 feet equals 1 yard, and 16 ounces equals 1 pound.
basic units
In the metric system, the basic unit of length is the meter. A meter is slightly larger than a yardstick, or just over three feet.
The basic metric unit of mass is the gram. A regular-sized paperclip has a mass of about 1 gram.
Among scientists, one gram is defined as the mass of water that would fill a 1-centimeter cube. You may notice that the word
“mass” is used here instead of “weight.” In the sciences and technical fields, a distinction is made between weight and mass.
Weight is a measure of the pull of gravity on an object. For this reason, an object’s weight would be different if it was weighed on
Earth or on the moon because of the difference in the gravitational forces. However, the object’s mass would remain the same in
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both places because mass measures the amount of substance in an object. As long as you are planning on only measuring objects on
Earth, you can use mass/weight fairly interchangeably—but it is worth noting that there is a difference!
Finally, the basic metric unit of volume is the liter. A liter is slightly larger than a quart.
Though it is rarely necessary to convert between the customary and metric systems, sometimes it helps to have a mental image of
how large or small some units are. The table below shows the relationship between some common units in both systems.
1,000 times larger 100 times larger 10 times larger 10 times smaller 100 times smaller 1000 times smaller
base units
than base unit than base unit than base unit than base unit than base unit than base unit
kilogram (kg) hectogram (hg) dekagram (dag) gram (g) decigram (dg) centigram (cg) milligram (mg)
1,000 gram 100 gram 10 gram gram 0.1 gram 0.01 gram 0.001 gram
Since the prefixes remain constant through the metric system, you could create similar charts for length and volume. The prefixes
have the same meanings whether they are attached to the units of length (meter), mass (gram), or volume (liter).
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Try It Now 1
Which of the following sets of three units are all metric measurements of length?
A) inch, foot, yard
B) kilometer, centimeter, millimeter
C) kilogram, gram, centigram
D) kilometer, foot, decimeter
Example 5.2.1
Solution
Identify locations of milligrams and decigrams.
kg hg dag g dg cg mg
Decigrams (dg) are larger than milligrams (mg), so you expect there to be many mg in one dg.
Dg is 10 times larger than a cg, and a cg is 10 times larger than a milligram.
x10 x10
kg hg dag g dg cg mg
→→→→→→→→→→→→→→→
Since you are going from a larger unit to a smaller unit, multiply.
Multiply: 1 ⋅ 10 ⋅ 10 , to find the number of milligrams in one decigram.
1 dg ⋅ 10 ⋅ 10 = 100 mg
Example 5.2.2
Solution
Identify locations of kilometers and centimeters.
km hm dam m dm cm mm
Kilometers (km) are larger than centimeters (cm), so you expect there to be less than one km in a cm.
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Cm is 10 times smaller than a dm; a dm is 10 times smaller than a m, etc.
÷10 ÷10 ÷10 ÷10 ÷10
km hm dam m dm cm mm
←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←←
Since you are going from a smaller unit to a larger unit, divide.
Divide: 1 ÷ 10 ÷ 10 ÷ 10 ÷ 10 ÷ 10 , to find the number of kilometers in one centimeter.
1 cm ÷ 10 ÷ 10 ÷ 10 ÷ 10 ÷ 10 = 0.00001 km
Once you begin to understand the metric system, you can use a shortcut to convert among different metric units. The size of metric
units increases tenfold as you go up the metric scale. The decimal system works the same way: a tenth is 10 times larger than a
hundredth; a hundredth is 10 times larger than a thousandth, etc. By applying what you know about decimals to the metric system,
converting among units is as simple as moving decimal points.
Here is the first problem from above: How many milligrams are in one decigram? You can recreate the order of the metric units as
shown below:
kg hg dag g dg cg mg
This question asks you to start with 1 decigram and convert that to milligrams. As shown above, milligrams is two places to the
right of decigrams. You can just move the decimal point two places to the right to convert decigrams to milligrams:
1. dg = 100. mg (Note the location of the decimal points).
The same method works when you are converting from a smaller to a larger unit, as in the problem: Convert 1 centimeter to
kilometers.
km hm dam m dm cm mm
Note that instead of moving to the right, you are now moving to the left—so the decimal point must do the same:
1. cm = 0.00001 km.
Try It Now 2
Summary
The metric system is an alternative system of measurement used in most countries, as well as in the United States. The metric
system is based on joining one of a series of prefixes, including kilo- , hecto-, deka-, deci-, centi-, and milli-, with a base unit of
measurement, such as meter, liter, or gram. Units in the metric system are all related by a power of 10, which means that each
successive unit is 10 times larger than the previous one. This makes converting one metric measurement to another a
straightforward process, and is often as simple as moving a decimal point. It is always important, though, to consider the direction
of the conversion. If you are converting a smaller unit to a larger unit, then the decimal point has to move to the left (making your
number smaller); if you are converting a larger unit to a smaller unit, then the decimal point has to move to the right (making your
number larger).
1. B) kilometer, centimeter, millimeter; all of these measurements are from the metric system. They are measurements of
length because they all contain the word “meter.”
2. 1,000; there are 10 milliliters in a centiliter, 10 centiliters in a deciliter, and 10 deciliters in a liter. Multiply: 10 ⋅ 10 ⋅ 10 , to
find the number of milliliters in a liter, 1,000.
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Converting within the Metric System
Learning Objective
1. Perform arithmetic calculations on metric units of length, mass, and volume.
Introduction
While knowing the different units used in the metric system is important, the real purpose behind learning the metric system is for
you to be able to use these measurement units to calculate the size, mass, or volume of different objects. In practice, it is often
necessary to convert one metric measurement to another unit—this happens frequently in the medical, scientific, and technical
fields, where the metric system is commonly used.
If you have a prescription for 5,000 mg of medicine, and upon getting it filled, the dosage reads 5 g of medicine, did the pharmacist
make a mistake?
For a moment, imagine that you are a pharmacist. You receive three prescriptions for liquid amoxicillin: one calls for 2.5
centiliters, one calls for 0.3 deciliters, and one calls for 450 milliliters. Amoxicillin is stored in the refrigerator in 1 liter, 1 deciliter,
and 1 centiliter containers. Which container should you use to ensure you are not wasting any of the unused drug?
To solve this problem, you need to know how to convert from one measurement to another as well as how to add different
quantities together. Let’s take a look at how to do this.
Example 5.2.3
Solution
Identify locations of kilometers and decimeters.
km hm dam m dm cm mm
Kilometers (km) are larger than decimeters (dm), so you expect there to be more than one dm in a km.
x10 x10 x10 x10
km hm dam m dm cm mm
→→→→→→→→→→→→→→→→→→→→→→→→→→→→→→→
Count the intermediate units, multiplying by 10 as you go. (Since you are going from a larger unit to a smaller unit, you
multiply.)
Multiply to find the number of decimeters in one kilometer.
1 km ⋅ 10 ⋅ 10 ⋅ 10 ⋅ 10 = 10000 dm
This problem is straightforward because you are converting 1 kilometer to another unit. The example below shows how you would
solve this problem if you were asked to convert 8.2 kilometers to decimeters. Notice that most steps are the same; the critical
difference is that you multiply by 8.2 in the final step.
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Example 5.2.4
Solution
Identify locations of kilometers and decimeters.
km hm dam m dm cm mm
Kilometers (km) are larger than decimeters (dm), so you expect there to be more than one dm in a km.
x10 x10 x10 x10
km hm dam m dm cm mm
→→→→→→→→→→→→→→→→→→→→→→→→→→→→→→→→
Count the intermediate units, multiplying by 10 as you go. Since you are going from a larger unit to a smaller unit, multiply.
Multiply to find the number of decimeters in 8.2 kilometers.
8.2 km ⋅ 10 ⋅ 10 ⋅ 10 ⋅ 10 = 10000 dm
You can also apply the rules of base 10 to use the “move the decimal” shortcut method in this example. Notice how decimeters
(dm) is four places to the right of kilometers (km); similarly, you move the decimal point four places to the right when converting
8.2 kilometers to decimeters.
km hm dam m dm cm mm
8.2000 km = 82000. dm
8.2 km = 82000 dm
Example 5.2.5
Solution
Count two places from liters to centiliters.
kl hl dal l dl cl ml
In 0.55 l, move the decimal point two places to the right.
0.55 l = 0.55.cl
0.55 l = 55 cl
Answer: 0.55 liters = 55 centiliters
Try It Now 1
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Example 5.2.6
Convert 739 centigrams to grams.
Solution
Identify locations of centigrams and grams.
kg hg dag g dg cg mg
Centigrams (cg) are smaller than grams (g), so you expect there to be less than 739 g in 739 cg.
Count the intermediate units, dividing by 10 as you go. Since you are going from a smaller unit to a larger unit, divide.
÷10 ÷10
kg hg dag g dg cg mg
←←←←←←←←←←←←←←←←
Since you are going from a smaller unit to a larger unit, divide.
Divide to find the number of grams in 739 centigrams.
739 ÷ 10 ÷ 10 = 7.39 g
Notice that the shortcut method of counting prefixes and moving the decimal the same number of places also works here. Just make
sure you are moving the decimal point in the correct direction for the conversion.
Example 5.2.7
Solution
Count six places from milliliters to kiloliters.
kl hl dal l dl cl ml
Milliliter is smaller than kiloliter, so you expect the number 205.5 to get smaller as you move up the metric chart.
0.000205.5
In 205.5 ml, move the decimal point six places to the left.
205.5 ml = 0.0002055 kl
Answer: 205.5 milliliters = 0.0002055 kiloliters
Try It Now 2
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that all of the unit fractions contain a factor of 10. Remember that the metric system is based on the notion that each unit is 10
times larger than the one that came before it.)
Also, notice that two new prefixes have been added here: mega- (which is very big) and micro- (which is very small).
1 m 1000 mm
1 meter = 1,000 millimeters
1000 mm 1 m
1 m 100 cm
1 meter = 100 centimeters
100 cm 1 m
1 m 10 dm
1 meter = 10 decimeters
10 dm 1 m
1 dam 10 m
1 dekameter = 10 meters
10 m 1 dam
1 hm 100 m
1 hectometer = 100 meters
100 m 1 hm
1 km 1000 m
1 kilometer = 1,000 meters
1000 m 1 km
1 Mm 1000000 m
1 megameter = 1,000,000 meters
1000000 m 1 Mm
When applying the factor label method in the metric system, be sure to check that you are not skipping over any intermediate units
of measurement.
Example 5.2.8
Solution
Meters is larger than centimeters, so you expect your answer to be less than 7,225.
7225 cm = ________m
Using the factor label method, write 7,225 cm as a fraction and use unit fractions to convert it to m.
7225 cm 1 m
⋅ = ________m
1 100 cm
7225 m
= 72.25 m
100
Try It Now 3
Now that you have seen how to convert among metric measurements in multiple ways, let’s revisit the problem posed earlier.
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Example 5.2.9
If you have a prescription for 5,000 mg of medicine, and upon getting it filled, the dosage reads 5 g of medicine, did the
pharmacist make a mistake?
Solution
Need to convert mg to g.
5000 mg = ________g?
5000 mg 1 g
⋅ = ________g
1 1000 mg
5000 1 g 7225
⋅ = m
1 1000 100
5000 ⋅ 1 g 5000 g
=
1 ⋅ 1000 1000
5000 g
=5 m
1000
Summary
To convert among units in the metric system, identify the unit that you have, the unit that you want to convert to, and then count the
number of units between them. If you are going from a larger unit to a smaller unit, you multiply by 10 successively. If you are
going from a smaller unit to a larger unit, you divide by 10 successively. The factor label method can also be applied to conversions
within the metric system. To use the factor label method, you multiply the original measurement by unit fractions; this allows you
to represent the original measurement in a different measurement unit.
Learning Objectives
1. Solve application problems involving metric units of length, mass, and volume.
Introduction
Learning how to solve real-world problems using metric conversions is as important as learning how to do the conversions
themselves. Mathematicians, scientists, nurses, and even athletes are often confronted with situations where they are presented with
information using metric measurements, and must then make informed decisions based on that data.
To solve these problems effectively, you need to understand the context of a problem, perform conversions, and then check the
reasonableness of your answer. Do all three of these steps and you will succeed in whatever measurement system you find yourself
using.
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Understanding Context and Performing Conversions
The first step in solving any real-world problem is to understand its context. This will help you figure out what kinds of solutions
are reasonable (and the problem itself may give you clues about what types of conversions are necessary). Here is an example.
Example 5.2.10
In the Summer Olympic Games, athletes compete in races of the following lengths: 100 meters, 200 meters, 400 meters, 800
meters, 1500 meters, 5000 meters and 10,000 meters. If a runner were to run in all these races, how many kilometers would he
run?
Solution
To figure out how many kilometers he would run, you need to first add all of the lengths of the races together and then convert
that measurement to kilometers.
10000 + 5000 + 1500 + 800 + 400 + 200 + 100 = 18000
Use the factor label method and unit fractions to convert from meters to kilometers.
18000 m 1 km
⋅ = ________ km
1 1000 m
18000 km
= 18 km
1000
This may not be likely to happen (a runner would have to be quite an athlete to compete in all of these races) but it is an interesting
question to consider. The problem required you to find the total distance that the runner would run (in kilometers). The example
showed how to add the distances, in meters, and then convert that number to kilometers.
An example with a different context, but still requiring conversions, is shown below.
Example 5.2.11
One bottle holds 295 dl while another one holds 28,000 ml. What is the difference in capacity between the two bottles?
Solution
The two measurements are in different units. You can convert both units to liters and then compare them
295 dl = _______l
28000 ml = _______l
Convert dl to liters.
295 dl 1 l
⋅ = ________l
1 10 dl
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Convert ml to liters.
28000 ml 1 l
⋅ = _______l
1 1000 ml
28000 1 l 28000 l
⋅ =
1 1000 1000
28,000 ml = 28 liters
28000 l
= 28 l
1000
Answer: There is a difference in capacity of 1.5 liters between the two bottles.
This problem asked for the difference between two quantities. The easiest way to find this is to convert one quantity so that both
quantities are measured in the same unit, and then subtract one from the other.
Try It Now 1
One boxer weighs in at 85 kg. He is 80 dag heavier than his opponent. How much does his opponent weigh?
Example 5.2.12
A two-liter bottle contains 87 centiliters of oil and 4.1 deciliters of water. How much more liquid is needed to fill the bottle?
Solution
You are looking for the amount of liquid needed to fill the bottle. Convert both measurements to liters and then solve the
problem.
87 cl + 4.1 dl+ _______= 2 l
Convert 87 cl to liters.
87 cl = _______l
87 cl 1 l
⋅ = ________l
1 100 cl
87 1 l 87 l
⋅ =
1 100 100
87 l
= 0.87 l
100
4.1 1 l 4.1 l
⋅ =
1 10 10
4.1 l
= 0.41 l
10
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Subtract to find how much more liquid is needed to fill the bottle.
87 cl + 4.1 dl+ _______= 2 l
0.87 liter + 0.41 liter+ _______= 2 liters
2 liters– 0.87 liter– 0.41 liter = 0.72 liter
Answer: The amount of liquid needed to fill the bottle is 0.72 liter.
Having come up with the answer, you could also check your conversions using the quicker “move the decimal” method, shown
below.
Example 5.2.13
A two-liter bottle contains 87 centiliters of oil and 4.1 deciliters of water. How much more liquid is needed to fill the bottle?
Solution
You are looking for the amount of liquid needed to fill the bottle. Convert both measurements to liters and then solve the
problem.
87 cl + 4.1 dl+ _______= 2 l
Convert 87 cl to liters.
87 cl = _______l
On the chart, l is two places to the left of cl.
kl hl dal l dl cl ml
Move the decimal point two places to the left in 87 cl.
.87. cl
87 cl = 0.87 l
Convert 4.1 dl to liters.
4.1 dl = _______l
On the chart, l is one place to the left of dl.
kl hl dal l dl cl ml
Move the decimal point one place to the left in 4.1 dl.
.4.1 dl
4.1 dl = 0.41 l
Subtract to find how much more liquid is needed to fill the bottle.
87 cl + 4.1 dl+ _______= 2 l
0.87 liter + 0.41 liter+ _______= 2 liters
2 liters– 0.87 liter– 0.41 liter = 0.72 liter
Answer: The amount of liquid needed to fill the bottle is 0.72 liter.
The initial answer checks out—0.72 liter of liquid is needed to fill the bottle. Checking one conversion with another method is a
good practice for catching any errors in scale.
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Summary
Understanding the context of real-life application problems is important. Look for words within the problem that help you identify
what operations are needed, and then apply the correct unit conversions. Checking your final answer by using another conversion
method (such as the “move the decimal” method, if you have used the factor label method to solve the problem) can cut down on
errors in your calculations.
This page titled 5.2: Metric Units of Measurement is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by
Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts
platform; a detailed edit history is available upon request.
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5.3: Temperature Scales
Learning Objectives
1. State the freezing and boiling points of water on the Celsius and Fahrenheit temperature scales.
2. Convert from one temperature scale to the other, using conversion formulas
Introduction
Turn on the television any morning and you will see meteorologists talking about the day’s weather forecast. In addition to telling
you what the weather conditions will be like (sunny, cloudy, rainy, muggy), they also tell you the day’s forecast for high and low
temperatures. A hot summer day may reach 100° in Philadelphia, while a cool spring day may have a low of 40° in Seattle.
If you have been to other countries, though, you may notice that meteorologists measure heat and cold differently outside of the
United States. For example, a TV weatherman in San Diego may forecast a high of 89°, but a similar forecaster in Tijuana, Mexico
—which is only 20 miles south— may look at the same weather pattern and say that the day’s high temperature is going to be 32°.
What’s going on here?
The difference is that the two countries use different temperature scales. In the United States, temperatures are usually measured
using the Fahrenheit scale, while most countries that use the metric system use the Celsius scale to record temperatures. Learning
about the different scales— including how to convert between them—will help you figure out what the weather is going to be like,
no matter which country you find yourself in.
On the Celsius scale, water freezes at 0° and On the Fahrenheit scale, water freezes at 32°
boils at 100°. and boils at 212°.
If the United States were to adopt the Celsius In the United States, forecast temperatures
scale, forecast temperatures would rarely go measured in Fahrenheit rarely go below - 20° or
below -30° or above 45°. (A temperature of above 120°. (A temperature of 0° may be
-18° may be forecast for a cold winter day in forecast for a cold winter day in Michigan,
Michigan, while a temperature of 43° may be while a temperature of 110° may be predicted
predicted for a hot summer day in Arizona.) for a hot summer day in Arizona.)
Most office buildings maintain an indoor Most office buildings maintain an indoor
temperature between 18°C and 24°C to keep temperature between 65°F and 75°F to keep
employees comfortable. employees comfortable.
Try It Now 1
A cook puts a thermometer into a pot of water to see how hot it is. The thermometer reads 132°, but the water is not boiling
yet. Which temperature scale is the thermometer measuring?
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Converting Between the Scales
By looking at the two thermometers shown, you can make some general comparisons between the scales. For example, many
people tend to be comfortable in outdoor temperatures between 50°F and 80°F (or between 10°C and 25°C). If a meteorologist
predicts an average temperature of 0°C (or 32°F), then it is a safe bet that you will need a winter jacket.
Sometimes, it is necessary to convert a Celsius measurement to its exact Fahrenheit measurement or vice versa. For example, what
if you want to know the temperature of your child in Fahrenheit, and the only thermometer you have measures temperature in
Celsius measurement? Converting temperature between the systems is a straightforward process as long as you use the formulas
provided below.
Example 5.3.1
The boiling point of water is 100°C. What temperature does water boil at in the Fahrenheit scale?
Solution
A Celsius temperature is given. To convert it to the Fahrenheit scale, use Equation ??? .
9
F = C + 32
5
900
F = + 32
5
900
Simplify by dividing numerator and denominator by 5.
5
900 ÷ 5
F = + 32
5 ÷5
180
F = + 32
1
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F = 212
Example 5.3.2
Solution
A Fahrenheit temperature is given. To convert it to the Celsius scale, use Equation 5.3.1.
5
C = (F − 32)
9
C =0
The two previous problems used the conversion formulas to verify some temperature conversions that were discussed earlier—the
boiling and freezing points of water. The next example shows how these formulas can be used to solve a real-world problem using
different temperature scales.
Example 5.3.3
Two scientists are doing an experiment designed to identify the boiling point of an unknown liquid. One scientist gets a result
of 120°C; the other gets a result of 250°F. Which temperature is higher and by how much?
Solution
One temperature is given in °C, and the other is given in °F. To find the difference between them, we need to measure them on
the same scale.
What is the difference between 120°C and 250°F?
Use the conversion formula to convert 120°C to °F. (You could convert 250°F to °C instead; this is explained in the text after
this example.)
9
F = C + 32
5
Multiply.
1080
F = + 32
5
1080
Simplify by dividing numerator and denominator by 5.
5
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1080 ÷ 5
F = + 32
5 ÷5
You could have converted 250°F to °C instead, and then found the difference in the two measurements. (Had you done it this way,
you would have found that 250°F = 121.1°C, and that 121.1°C is 1.1°C higher than 120°C.) Whichever way you choose, it is
important to compare the temperature measurements within the same scale, and to apply the conversion formulas accurately.
Try It Now 2
Tatiana is researching vacation destinations, and she sees that the average summer temperature in Barcelona, Spain is around
26°C. What is the average temperature in degrees Fahrenheit?
Summary
Temperature is often measured in one of two scales: the Celsius scale and the Fahrenheit scale. A Celsius thermometer will
measure the boiling point of water at 100° and its freezing point at 0°; a Fahrenheit thermometer will measure the same events at
212° for the boiling point of water and 32° as its freezing point. You can use conversion formulas to convert a measurement made
in one scale to the other scale.
1. Fahrenheit; water boils at 212° on the Fahrenheit scale, so a measurement of 132° on a Fahrenheit scale is legitimate for hot
(but non-boiling) water.
9
2. 79°F; Tatiana can find the Fahrenheit equivalent by solving the equation F = (26) + 32 . The result is 78.8°F, which
5
rounds to 79°F.
Unit Recap
5.1: Length
The four basic units of measurement that are used in the U.S. customary measurement system are: inch, foot, yard, and mile.
Typically, people use yards, miles, and sometimes feet to describe long distances. Measurement in inches is common for shorter
objects or lengths. You need to convert from one unit of measure to another if you are solving problems that include measurements
involving more than one type of measurement. Each of the units can be converted to one of the other units using the table of
equivalents, the conversion factors, and/or the factor label method shown in this topic.
5.1: Weight
In the U.S. customary system of measurement, weight is measured in three units: ounces, pounds, and tons. A pound is equivalent
to 16 ounces, and a ton is equivalent to 2,000 pounds. While an object’s weight can be described using any of these units, it is
typical to describe very heavy objects using tons and very light objects using an ounce. Pounds are used to describe the weight of
many objects and people. Often, in order to compare the weights of two objects or people or to solve problems involving weight,
you must convert from one unit of measurement to another unit of measurement. Using conversion factors with the factor label
method is an effective strategy for converting units and solving problems.
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5.1: Capacity
There are five basic units for measuring capacity in the U.S. customary measurement system. These are the fluid ounce, cup, pint,
quart, and gallon. These measurement units are related to one another, and capacity can be described using any of the units.
Typically, people use gallons to describe larger quantities and fluid ounces, cups, pints, or quarts to describe smaller quantities.
Often, in order to compare or to solve problems involving the amount of liquid in a container, you need to convert from one unit of
measurement to another.
Glossary:
capacity The amount of liquid (or other pourable substance) that an object can hold when it's full.
A measure of temperature commonly used in countries that use the metric system. On the Celsius scale, water freezes
Celsius
at 0° and boils at 100°.
One method of converting a measurement from one unit of measurement to another unit of measurement. In this
factor label method method, you multiply the original measurement by unit fractions containing different units of measurement to obtain
the new unit of measurement.
A measure of temperature commonly used in the United States. On the Fahrenheit scale, water freezes at 32° F and
Fahrenheit
boils at 212° F.
1
fluid ounce A unit of capacity equal to of a cup. One fluid ounce of water at 62°F weighs about one ounce.
8
foot A unit for measuring length in the U.S. customary measurement system. 1 foot = 12 inches
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inch A unit for measuring length in the U.S. customary measurement system. 1 foot = 12 inches
length The distance from one end to the other or the distance from one point to another.
The use of standard units to find out the size or quantity of items such as length, width, height, mass, weight, volume,
measurement
temperature or time.
metric system A widely-used system of measurement that is based on the decimal system and multiples of 10.
mile A unit for measuring length in the U.S. customary measurement system. 1 mile = 5,280 feet or 1,760 yards.
ounce A unit for measuring weight in the U.S. customary measurement system. 16 ounces = 1 pound.
pound A unit for measuring weight in the U.S. customary measurement system. 16 ounces = 1 pound.
A short set of letters that denote the size of measurement units in the Metric System. Metric prefixes include centi-,
prefix
milli-, kilo-, and hecto-.
ton A unit for measuring the weight of heavier items in the U.S. customary measurement system. 1 ton = 2,000 pounds.
U.S. customary The most common system of measurement used in the United States. It is based on English measurement systems of
measurement system the 18th century.
Statements of equivalence between measurement units within a system or in comparison to another system of units.
unit equivalents
For example, 1 foot = 12 inches or 1 inch = 2.54 centimeters are both examples of unit equivalents.
1 kg 12 inches
A fraction where the numerator and denominator are equal amounts, as in or . Unit fractions serve
unit fractions 1000 g 1 foot
yard A unit for measuring length in the U.S. customary measurement system. 1 yard = 3 feet or 36 inches.
To see these and all other available Instructor Resources, visit the NROC Network.
This page titled 5.3: Temperature Scales is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
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5.4: Exercises
For 1-26, convert the measurements. Round your answer up to 3 decimal places, if needed.
1. 5 yards = _____ feet
2. 6 yards = _____ inches
3. 108 inches = _____ yards
4. 257 miles = _____ feet
5. 253 miles = _____ feet
6. 8 pounds = _____ ounces
7. 370 ounces = _____ ton
8. 417 ounces = _____ ton
9. 112 cups = _____ gallons
1
10. 8 gallons = _____ cups
2
Exploration
27. Apollo Spas services 281 hot tubs. If each hot tub needs 105 milliliters of muriatic acid, how many liters of acid are needed for
all of the hot tubs?
28. The photo sharing site Flickr had 2.7 billion photos in June 2012. Create a comparison to understand this number by assuming
each picture is about 2 megabytes in size, and comparing to the data stored on other media like DVDs, iPods, or flash drives.
29. In June 2012, Twitter was reporting 400 million tweets per day. Each tweet can consist of up to 140 characters (letter, numbers,
etc.). Create a comparison to help understand the amount of tweets in a year by imagining each character was a drop of water and
comparing to filling something up.
30. During the landing of the Mars Science Laboratory Curiosity, it was reported that the signal from the rover would take 14
minutes to reach earth. Radio signals travel at the speed of light, about 186,000 miles per second. How far was Mars from Earth
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when Curiosity landed?
31. It is estimated that a driver takes, on average, 1.5 seconds from seeing an obstacle to reacting by applying the brake or
swerving. How far will a car traveling at 60 miles per hour travel (in feet) before the driver reacts to an obstacle?
5.4: Exercises is shared under a CC BY-NC-SA license and was authored, remixed, and/or curated by LibreTexts.
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CHAPTER OVERVIEW
6: Geometry
6.1: Basic Geometric Concepts and Figures
6.2: Perimeter, Circumference, and Area
6.3: Volume of Geometric Solids
6.4: Exercises
Thumbnail: A two-dimensional perspective projection of a sphere (CC BY-3.0; Geek3 via Wikipedia).
This page titled 6: Geometry is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
1
6.1: Basic Geometric Concepts and Figures
Learning Objectives
1. Identify and define points, lines, line segments, rays and planes.
2. Classify angles as acute, right, obtuse, or straight.
Introduction
You use geometric terms in everyday language, often without thinking about it. For example, any time you say “walk along this
line” or “watch out, this road quickly angles to the left” you are using geometric terms to make sense of the environment around
you. You use these terms flexibly, and people generally know what you are talking about.
In the world of mathematics, each of these geometric terms has a specific definition. It is important to know these definitions—as
well as how different figures are constructed—to become familiar with the language of geometry. Let’s start with a basic geometric
figure: the plane.
Figures on a Plane
A plane is a flat surface that continues forever (or, in mathematical terms, infinitely) in every direction. It has two dimensions:
length and width.
You can visualize a plane by placing a piece of paper on a table. Now imagine that the piece of paper stays perfectly flat and
extends as far as you can see in two directions, left-to-right and frontto-back. This gigantic piece of paper gives you a sense of what
a geometric plane is like: it continues infinitely in two directions. (Unlike the piece of paper example, though, a geometric plane
has no height.)
A plane can contain a number of geometric figures. The most basic geometric idea is a point, which has no dimensions. A point is
simply a location on the plane. It is represented by a dot. Three points that don’t lie in a straight line will determine a plane.
The image below shows four points, labeled A, B, C, and D.
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Figure 6.1.2 : Line AB
Example 6.1.1
Solution
←→
The red line goes through the points C and F, so the line is C F .
←→
Answer: C F
There are two more figures to consider. The section between any two points on a line is called a line segment. A line segment can
be very long, very short, or somewhere in between. The difference between a line and a line segment is that the line segment has
¯
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¯
two endpoints and a line goes on forever. A line segment is denoted by its two endpoints, as in C D.
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Figure 6.1.4 : Ray EF
Example 6.1.2
Solution
←→ ←→
Two points define a line, and a line is denoted with arrows. There are two lines in this picture: C E and BG.
¯
¯¯¯¯¯¯
¯
A line segment is a section between two points. DF is a line segment. But there are also two more line segments on the lines
themselves: C E and BG.
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
Answer: Lines: C E, BG
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¯ ¯
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¯
Line segments: DF , C E, BG.
¯
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¯
Example 6.1.3
Solution
There are four points: A, B, C, and D. There are also three rays, though only one may be obvious.
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−
−→ ←→ −
−→ −
−→
Ray BC begins at point B and goes through C. Two more rays exist on line AD: they are DA and AD.
Answer: Points: A, B, C, D
−
−→ −
−→ −
−→
Rays: BC , AD, DA
Try It Now 1
A) BG
B) BA
¯
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¯
C) DF
D) AC
Angles
Lines, line segments, points, and rays are the building blocks of other figures. For example, two rays with a common endpoint
make up an angle. The common endpoint of the angle is called the vertex.
The angle ABC is shown below. This angle can also be called ∠ABC, ∠CBA or simply ∠B. When you are naming angles, be
careful to include the vertex (here, point B) as the middle letter.
The image below shows a few angles on a plane. Notice that the label of each angle is written “point-vertex-point,” and the
geometric notation is in the form ∠ABC.
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Sometimes angles are very narrow; sometimes they are very wide. When people talk about the “size” of an angle, they are referring
to the arc between the two rays. The length of the rays has nothing to do with the size of the angle itself. Drawings of angles will
often include an arc (as shown above) to help the reader identify the correct ‘side’ of the angle.
Think about an analog clock face. The minute and hour hands are both fixed at a point in the middle of the clock. As time passes,
the hands rotate around the fixed point, making larger and smaller angles as they go. The length of the hands does not impact the
angle that is made by the hands.
An angle is measured in degrees, represented by the symbol º. A circle is defined as having 360º. (In skateboarding and basketball,
“doing a 360” refers to jumping and doing one complete body rotation.
A right angle is any degree that measures exactly 90º. This represents exactly one-quarter of the way around a circle. Rectangles
contain exactly four right angles. A corner mark is often used to denote a right angle, as shown in right angle DCB below.
Angles that are between 0º and 90º (smaller than right angles) are called acute angles. Angles that are between 90º and 180º (larger
than right angles and less than 180º) are called obtuse angles. And an angle that measures exactly 180º is called a straight angle
because it forms a straight line.
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Figure 6.1.5 : Examples of Angles
Example 6.1.4
Solution
You can start by identifying any right angles.
∠GFI is a right angle, as indicated by the corner mark at vertex F.
Acute angles will be smaller than ∠GFI (or less than 90º). This means that ∠DAB and ∠MLN are acute.
∠TQS is larger than ∠GFI, so it is an obtuse angle.
Answer: ∠DAB and ∠MLN are acute angles. ∠GFI is a right angle. ∠TQS is an obtuse angle.
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Example 6.1.5
Identify each point, ray, and angle in the picture below.
Solution
Begin by identifying each point in the figure. There are 4: E, F, G, and J.
Now find rays. A ray begins at one point, and then continues through another point towards infinity (indicated by an arrow).
−→ −→ −→
Three rays start at point J: JE , JF , and JG . But also notice that a ray could start at point F and go through J and G, and
−
−→ −
−→
another could start at point G and go through J and F. These rays can be represented by GF and F G.
Finally, look for angles. ∠EJG is obtuse, ∠EJF is acute, and ∠FJG is straight. (Don’t forget those straight angles!)
Answer: Points: E, F, G, J
−→ −→ −→ −
−→ −
−→
Rays: JE , JG, JF , GF , F G
Angles: ∠EJG, ∠EJF, ∠FJG
Try It Now 2
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Measuring Angles with a Protractor
Learning how to measure angles can help you become more comfortable identifying the difference between angle measurements.
For instance, how is a 135º angle different from a 45º angle?
Measuring angles requires a protractor, which is a semi-circular tool containing 180 individual hash marks. Each hash mark
represents 1º. (Think of it like this: a circle is 360º, so a semi-circle is 180º.) To use the protractor, do the following three steps:
Step 1. Line up the vertex of the angle with the dot in the middle of the flat side (bottom) of the protractor,
Step 2. Align one side of the angle with the line on the protractor that is at the zero-degree mark, and
Step 3. Look at the curved section of the protractor to read the measurement.
The example below shows you how to use a protractor to measure the size of an angle.
Example 6.1.6
Solution
Use a protractor to measure the angle.
Align the blue dot on the protractor with the vertex of the angle you want to measure.
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Rotate the protractor around the vertex of the angle until the side of the angle is aligned with the 0 degree mark of the
protractor.
Read the measurement, in degrees, of the angle. Begin with the side of the angle that is aligned with the 0º mark of the
protractor and count up from 0º. This angle measures 38º.
Try It Now 3
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Summary
Geometry begins with simple concepts like points, lines, segments, rays, etc. and expands with angles. As we can see from this
section, there are multiple types of angles and several ways to measure them. The most accurate way of measuring an angle is using
a protractor. When we put angles together, we obtain geometric shapes and solids, which we discuss in future sections. Next, we
discuss lines, and using properties to obtain measures of angles.
Learning Objectives
1. Identify parallel and perpendicular lines.
2. Find measures of angles.
3. Identify complementary and supplementary angles.
Introduction
Imagine two separate and distinct lines on a plane. There are two possibilities for these lines: they will either intersect at one point,
or they will never intersect. When two lines intersect, four angles are formed. Understanding how these angles relate to each other
can help you figure out how to measure them, even if you only have information about the size of one angle.
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If two lines are parallel, then any line that is perpendicular to one line will also be perpendicular to the other line. Similarly, if two
lines are both perpendicular to the same line, then those two lines are parallel to each other. Let’s take a look at one example and
identify some of these types of lines.
Example 6.1.7
Identify a set of parallel lines and a set of perpendicular lines in the image below.
Solution
←→ ←→
Parallel lines never meet, and perpendicular lines intersect at a right angle. AB and C D do not intersect in this image, but if
you imagine extending both lines, they will intersect soon. So, they are neither parallel nor perpendicular.
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←→ ←→
− ←→
AB is perpendicular to both W X and Y Z , as indicated by the right-angle marks at the intersection of those lines.
←→ ←→
− ←→
Since AB is perpendicular to both lines, then W X and Y Z are parallel.
←→
− ←→
Answer: W X || Y Z
←→ ←→
− ←→ ←→
AB ⊥ W X , AB ⊥ Y Z
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Try It Now 1
A) EF || GH
B) AB ⊥ EG
C) FH || EG
D) AB || FH
Example 6.1.8
Solution
Only one angle, ∠HJM, is marked in the image. Notice that it is a right angle, so it measures 90º. ∠HJM is formed by the
←→ ←→ ←→
intersection of lines I M and H F . Since I M is a line, ∠IJM is a straight angle measuring 180º.
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You can use this information to find the measurement of ∠HJI :
m∠HJM + m∠HJI = m∠IJM
90º + m∠HJI = 180º
m∠HJI = 90º
←→ ←→
Now use the same logic to find the measurement of ∠IJF. ∠IJF is formed by the intersection of lines IM and HF . Since
←→
HF is a line, ∠HJF will be a straight angle measuring 180º.
You know that ∠HJI measures 90º. Use this information to find the measurement of ∠IJF:
m∠HJM + m∠IJF = m∠HJF
90º + m∠IJF = 180º
m∠IJF = 90º
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Answer: m∠IJF = 90º
In this example, you may have noticed that angles ∠HJI, ∠IJF, and ∠HJM are all right angles. (If you were asked to find the
measurement of ∠FJM, you would find that angle to be 90º, too.) This is what happens when two lines are perpendicular—the four
angles created by the intersection are all right angles.
Not all intersections happen at right angles, though. In the example below, notice how you can use the same technique as shown
above (using straight angles) to find the measurement of a missing angle.
Example 6.1.9
Solution
←→ −
−→
This image shows the line BC and the ray AD intersecting at point A. The measurement of ∠BAD is 135º. You can use
straight angles to find the measurement of ∠DAC.
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Use this information to find the measurement of ∠DAC.
m∠BAD + m∠DAC = m∠BAC
135º + m∠DAC = 180º
m∠DAC = 45º
Try It Now 2
Example 6.1.10
Two angles are supplementary. If one of the angles measures 48º, what is the measurement of the other angle?
Solution
Two supplementary angles make up a straight angle, so the measurements of the two angles will be 180º.
m∠A + m∠B = 180º
You know the measurement of one angle. To find the measurement of the second angle, subtract 48º from 180º.
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48º+ m∠B = 180º
m∠B = 180º - 48º
m∠B = 132º
Answer: The measurement of the other angle is 132º
Example 6.1.11
Solution
←→ ←→
This image shows two intersecting lines, AB and Y Z . They intersect at point X, forming four angles. Angles ∠AXY and
∠AXZ are supplementary because together they make up the straight angle ∠YXZ.
Example 6.1.12
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Solution
←→ ←→ ←→
This image shows the line C F and the rays AB and AD, all intersecting at point A. Angle ∠BAD is a right angle. Angles
∠BAC and ∠CAD are complementary because together they create ∠BAD.
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Example 6.1.13
Find the measurement of ∠CAD.
Solution
You know the measurements of two angles here: ∠CAB and ∠DAE. You also know that m∠BAE = 180º.
Try It Now 3
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A) ∠PKO and ∠MKN
B) ∠PKO and ∠PKM
C) ∠LKP and ∠LKN
D) ∠LKM and ∠MKN
Summary
Parallel lines do not intersect, while perpendicular lines cross at a 90º angle. Two angles whose measurements add up to 180º are
said to be supplementary, and two angles whose measurements add up to 90º are said to be complementary. For most pairs of
intersecting lines, all you need is the measurement of one angle to find the measurements of all other angles formed by the
intersection.
6.1.2: Triangles
Learning Objectives
1. Identify equilateral, isosceles, scalene, acute, right, and obtuse triangles.
2. Identify whether triangles are similar, congruent, or neither.
3. Identify corresponding sides of congruent and similar triangles.
4. Find the missing measurements in a pair of similar triangles.
5. Solve application problems involving similar triangles
Introduction
Geometric shapes, also called figures, are an important part of the study of geometry. The triangle is one of the basic shapes in
geometry. It is the simplest shape within a classification of shapes called polygons. All triangles have three sides and three angles,
but they come in many different shapes and sizes. Within the group of all triangles, the characteristics of a triangle’s sides and
angles are used to classify it even further. Triangles have some important characteristics, and understanding these characteristics
allows you to apply the ideas in real-world problems.
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The table below shows and describes three classifications of triangles. Notice how the types of angles in the triangle are used to
classify the triangle.
The sum of the measures of the three interior angles of a triangle is always 180°. This fact can be applied to find the measure of the
third angle of a triangle, if you are given the other two. Consider the examples below.
Example 6.1.14
A triangle has two angles that measure 35° and 75°. Find the measure of the third angle.
Solution
The sum of the three interior angles of a triangle is 180°.
35° + 75° + x = 180°
Find the value of x.
110º + x = 180º
x = 180° ‒ 110º
x = 70°
Answer: The third angle of the triangle measures 70°.
Example 6.1.15
One of the angles in a right triangle measures 57º. Find the measurement of the third angle.
Solution
The sum of the three angles of a triangle is 180°. One of the angles has a measure of 90° as it is a right triangle.
57° + 90° + x = 180°
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Simplify.
147º + x = 180°
Find the value of x.
x = 180º - 147º
x = 33º
Answer: The third angle of the right triangle measures 33°.
There is an established convention for naming triangles. The labels of the vertices of the triangle, which are generally capital
letters, are used to name a triangle.
You can call this triangle ABC or ∆ABC since A, B, and C are vertices of the triangle. When naming the triangle, you can begin
with any vertex. Then keep the letters in order as you go around the polygon. The triangle above could be named in a variety of
ways: ∆ABC, or ∆CBA. The sides of the triangle are line segments AB, AC, and CB.
Just as triangles can be classified as acute, obtuse, or right based on their angles, they can also be classified by the length of their
¯
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¯
sides. Sides of equal length are called congruent sides. While we designate a segment joining points A and B by the notation AB,
we designate the length of a segment joining points A and B by the notation AB without a segment bar over it. The length AB is a
¯
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¯
number, and the segment AB is the collection of points that make up the segment.
Mathematicians show congruency by putting a hash mark symbol through the middle of sides of equal length. If the hash mark is
the same on one or more sides, then those sides are congruent. If the sides have different hash marks, they are not congruent. The
table below shows the classification of triangles by their side lengths.
To describe a triangle even more specifically, you can use information about both its sides and its angles. Consider this example.
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Example 6.1.16
Solution
Notice what kind of angles the triangle has. Since one angle is a right angle, this is a right triangle.
Notice the lengths of the sides. Are there congruence marks or other labels?
The congruence marks tell us there are two sides of equal length. So, this is an isosceles triangle.
Answer: This is an isosceles right triangle
Try It Now 1
Since both ∠B and ∠E are right angles, these triangles are right triangles. Let’s call these two triangles ∆ABC and ∆DEF. These
triangles are congruent if every pair of corresponding sides has equal lengths and every pair of corresponding angles has the same
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measure.
The corresponding sides are opposite the corresponding angles.
↔ means “corresponds to”
∠B ↔ ∠E
∠A ↔ ∠D
∠C ↔ ∠F
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
AB ↔ DE
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
AC ↔ DF
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
BC ↔ EF
∆ABC and ∆DEF are congruent triangles as the corresponding sides and corresponding angles are equal.
Let’s take a look at another pair of triangles. Below are the triangles ∆ABC and ∆RST.
These two triangles are surely not congruent because ∆RST is clearly smaller in size than ∆ABC. But, even though they are not the
same size, they do resemble one another. They are the same shape. The corresponding angles of these triangles look like they might
have the same exact measurement, and if they did they would be congruent angles and we would call the triangles similar triangles.
Congruent angles are marked with hash marks, just as congruent sides are.
Figure 6.1.7 : Image showing triangles ABC and RST using hash marks to show angle
congruency.
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We can also show congruent angles by using multiple bands within the angle, rather than multiple hash marks on one band. Below
is an image using multiple bands within the angle.
Figure 6.1.8 : Image showing triangles ABC and RST using bands to show angle congruency.
If the corresponding angles of two triangles have the same measurements they are called similar triangles. This name makes sense
because they have the same shape, but not necessarily the same size. When a pair of triangles is similar, the corresponding sides are
proportional to one another. That means that there is a consistent scale factor that can be used to compare the corresponding sides.
In the previous example, the side lengths of the larger triangle are all 1.4 times the length of the smaller. So, similar triangles are
proportional to one another.
Just because two triangles look similar does not mean they are similar triangles in the mathematical sense of the word. Checking
that the corresponding angles have equal measure is one way of being sure the triangles are similar.
∆ABC is not congruent to ∆DEF because the side lengths of ∆DEF are longer than those of ∆ABC. So, are these triangles similar?
If they are, the corresponding sides should be proportional.
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
Since these triangles are oriented in the same way, you can pair the left, right, and bottom sides: AB and DE , BC and EF , AC
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
and DF . (You might call these the two shortest sides, the two longest sides, and the two leftover sides and arrive at the same
¯
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¯
Substituting the side length values into the proportion, you see that it is true:
3 4 6
= =
9 12 18
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If the corresponding sides are proportional, then the triangles are similar. Triangles ABC and DEF are similar, but not congruent.
Let’s use this idea of proportional corresponding sides to determine whether two more triangles are similar.
Example 6.1.17
Determine if the triangles below are similar by seeing if their corresponding sides are proportional.
Solution
First determine the corresponding sides, which are opposite corresponding angles.
¯
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¯
CA ↔ FD ¯
¯¯¯¯¯¯
¯
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
AB ↔ DE
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
BC ↔ EF
Write the corresponding side lengths as ratios.
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
CA AB BC
= =
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
FD DE EF
Substitute the side lengths into the ratios, and determine if the ratios of the corresponding sides are equivalent. They are, so the
triangles are similar.
10 6 14
= =
5 3 7
2 =2 =2
The mathematical symbol ~ means “is similar to”. So, you can write ∆ABC is similar to ∆DEF as ∆ABC ~ ∆DEF.
Try It Now 2
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Finding Missing Measurements in Similar Triangles
You can find the missing measurements in a triangle if you know some measurements of a similar triangle. Let’s look at an
example.
Example 6.1.18
∆ABC and ∆XYZ are similar triangles. What is the length of side BC?
Solution
In similar triangles, the ratios of corresponding sides are proportional. Set up a proportion of two ratios, one that includes the
missing side.
BC AB
=
Y Z XY
Substitute in the known side lengths for the side names in the ratio. Let the unknown side length be n.
n 6
=
2 1.5
12 = 1.5n
8 =n
This process is fairly straightforward—but be careful that your ratios represent corresponding sides, recalling that corresponding
sides are opposite corresponding angles.
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Example 6.1.19
When the sun is at a certain angle in the sky, a 6-foot tree will cast a 4-foot shadow. How tall is a tree that casts an 8-foot
shadow?
Solution
The angle measurements are the same, so the triangles are similar triangles. Since they are similar triangles, you can use
proportions to find the size of the missing side.
Tree 1 Shadow 1
=
Tree 2 Shadow 2
Set up a proportion comparing the heights of the trees and the lengths of their shadows.
Substitute in the known lengths. Call the missing tree height h.
6 4
=
h 8
48 = 4h
12 = h
Summary
Triangles are one of the basic shapes in the real world. Triangles can be classified by the characteristics of their angles and sides,
and triangles can be compared based on these characteristics. The sum of the measures of the interior angles of any triangle is 180º.
Congruent triangles are triangles of the same size and shape. They have corresponding sides of equal length and corresponding
angles of the same measurement. Similar triangles have the same shape, but not necessarily the same size. The lengths of their sides
are proportional. Knowledge of triangles can be a helpful in solving real-world problems.
1. Obtuse scalene; this triangle has vertices P, Q, and R, one angle (angle Q) that is between 90º and 180º, and sides of three
different lengths.
2. ∆ABC and ∆DEF are neither similar nor congruent; the corresponding angle measures are not known to be equal as shown
6.5 6.5 5
by the absence of congruence marks on the angles. Also, the ratios of the corresponding sides are not equal: = ≠
5 5 5
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6.1.3: Pythagorean Theorem
Learning Objectives
1. Use the Pythagorean Theorem to find the unknown side of a right triangle.
2. Solve application problems involving the Pythagorean Theorem.
Introduction
A long time ago, a Greek mathematician named Pythagoras discovered an interesting property about right triangles: the sum of
the squares of the lengths of each of the triangle’s legs is the same as the square of the length of the triangle’s hypotenuse. This
property—which has many applications in science, art, engineering, and architecture—is now called the Pythagorean Theorem.
Let’s take a look at how this theorem can help you learn more about the construction of triangles. And the best part—you don’t
even have to speak Greek to apply Pythagoras’ discovery.
If a and b are the lengths of the legs of a right triangle and c is the length of the hypotenuse, then the sum of the squares of the
lengths of the legs is equal to the square of the length of the hypotenuse.
This relationship is represented by the formula: a 2 2
+b
2
=c
In the box above, you may have noticed the word “square,” as well as the small 2s to the top right of the letters in a + b = c . To
2 2 2
square a number means to multiply it by itself. So, for example, to square the number 5 you multiply 5 ⋅ 5 , and to square the
number 12, you multiply 12 ⋅ 12. Some common squares are shown in the table below.
1 1
2
= 1 ⋅1 1
2 2
2
= 2 ⋅2 4
3 3
2
= 3 ⋅3 9
4 4
2
= 4 ⋅4 16
5 5
2
= 5 ⋅5 25
10 10
2
= 10 ⋅ 10 100
When you see the equation a + b = c , you can think of this as “the length of side a times itself, plus the length of side b times
2 2 2
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Let’s try out all of the Pythagorean Theorem with an actual right triangle.
This theorem holds true for this right triangle—the sum of the squares of the lengths of both legs is the same as the square of the
length of the hypotenuse. And, in fact, it holds true for all right triangles.
The Pythagorean Theorem can also be represented in terms of area. In any right triangle, the area of the square drawn from the
hypotenuse is equal to the sum of the areas of the squares that are drawn from the two legs. You can see this illustrated below in the
same 3-4-5 right triangle.
Note that the Pythagorean Theorem only works with right triangles.
In the triangle above, you are given measures for legs a and b: 5 and 12, respectively. You can use the Pythagorean Theorem to find
a value for the length of c, the hypotenuse.
The Pythagorean Theorem.
2 2 2
a +b =c
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Evaluate.
2
25 + 144 = c
Simplify. To find the value of c, think about a number that, when multiplied by itself, equals 169. Does 10 work? How about 11?
12? 13? (You can use a calculator to multiply if the numbers are unfamiliar.)
2
169 = c
Using the formula, you find that the length of c, the hypotenuse, is 13.
In this case, you did not know the value of c—you were given the square of the length of the hypotenuse, and had to figure it out
from there. When you are given an equation like 169 = c and are asked to find the value of c, this is called finding the square
2
root of a number. (Notice you found a number, c, whose square was 169.)
Finding a square root takes some practice, but it also takes knowledge of multiplication, division, and a little bit of trial and error.
Look at the table below.
1 1 ⋅1 1
4 2 ⋅2 2
9 3 ⋅3 3
16 4 ⋅4 4
25 5 ⋅5 5
100 10 ⋅ 10 10
It is a good habit to become familiar with the squares of the numbers from 0‒10, as these arise frequently in mathematics. If you
can remember those square numbers—or if you can use a calculator to find them—then finding many common square roots will be
just a matter of recall.
Try It Now 1
A) B)
C) D)
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Finding the Length of a Leg
You can use the same formula to find the length of a right triangle’s leg if you are given measurements for the lengths of the
hypotenuse and the other leg. Consider the example below.
Example 6.1.20
Find the length of side a in the triangle below. Use a calculator to estimate the square root to one decimal place.
Solution
In this right triangle, you are given the measurements for the hypotenuse, c, and one leg, b. The hypotenuse is always opposite
the right angle and it is always the longest side of the triangle.
a =?
b =6
c =7
To find the length of leg a, substitute the known values into the Pythagorean Theorem.
2 2 2
a +b =c
2 2 2
a +6 =7
Solve for a . Think: what number, when added to 36, gives you 49?
2
2
a + 36 = 49
2
a = 13
Use a calculator to find the square root of 13. The calculator gives an answer of 3.6055…, which you can round to 3.6. (Since
you are approximating, you use the symbol ≈.)
a ≈ 3.6
Answer: a ≈ 3.6
Try It Now 2
Which of the following correctly uses the Pythagorean Theorem to find the missing side, x?
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A) 82
+ 10
2
=x
2
B) x + 8 = 10
C) x 2
+8
2
= 10
2
D) x 2
+ 10
2
=8
2
Example 6.1.21
The owners of a house want to convert a stairway leading from the ground to their back porch into a ramp. The porch is 3 feet
off the ground, and due to building regulations, the ramp must start 12 feet away from the base of the porch. How long will the
ramp be?
Use a calculator to find the square root, and round the answer to the nearest tenth.
Solution
To solve a problem like this one, it often makes sense to draw a simple diagram showing where the legs and hypotenuse of the
triangle lie.
Identify the legs and the hypotenuse of the triangle. You know that the triangle is a right triangle since the ground and the
raised portion of the porch are perpendicular—this means you can use the Pythagorean Theorem to solve this problem. Identify
a, b, and c.
a =3
b = 12
c =?
Use the Pythagorean Theorem to find the length of c.
2 2 2
a +b =c
2 2 2
3 + 12 =c
2
9 + 144 = c
2
153 = c
The square root of 153 is 12.369…, so you can round that to 12.4.
Answer: The ramp will be 12.4 feet long.
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Example 6.1.22
A sailboat has a large sail in the shape of a right triangle. The longest edge of the sail measures 17 yards, and the bottom edge
of the sail is 8 yards. How tall is the sail?
Solution
Draw an image to help you visualize the problem. In a right triangle, the hypotenuse will always be the longest side, so here it
must be 17 yards. The problem also tells you that the bottom edge of the triangle is 8 yards.
2 2 2
a +8 = 17
2
a + 64 = 289
2
a = 225
15 ⋅ 15 = 225 , so
a = 15
Summary
The Pythagorean Theorem states that in any right triangle, the sum of the squares of the lengths of the triangle’s legs is the same as
the square of the length of the triangle’s hypotenuse. This theorem is represented by the formula 222 abc + = . Put simply, if you
know the lengths of two sides of a right triangle, you can apply the Pythagorean Theorem to find the length of the third side.
Remember, this theorem only works for right triangles.
1. B) ; this is a right triangle; when you sum the squares of the lengths of the sides, you get the square of the
length of the hypotenuse.
2. C) x + 8 = 10 ; in this triangle, the hypotenuse has length 10, and the legs have length 8 and x. Substituting into the
2 2 2
Pythagorean Theorem you have: x + 8 = 10 ; this equation is the same as x + 64 = 100 , or x = 36 . What number,
2 2 2 2 2
This page titled 6.1: Basic Geometric Concepts and Figures is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or
curated by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the
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LibreTexts platform; a detailed edit history is available upon request.
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6.2: Perimeter, Circumference, and Area
6.2.1: Quadrilaterals
Learning Objective
1. Identify properties, including angle measurements, of quadrilaterals.
Introduction
Quadrilaterals are a special type of polygon. As with triangles and other polygons, quadrilaterals have special properties and can
be classified by characteristics of their angles and sides. Understanding the properties of different quadrilaterals can help you in
solving problems that involve this type of polygon.
Defining a Quadrilateral
Picking apart the name “quadrilateral” helps you understand what it refers to. The prefix “quad-” means “four,” and “lateral” is
derived from the Latin word for “side.” So a quadrilateral is a foursided polygon.
Since it is a polygon, you know that it is a two-dimensional figure made up of straight sides. A quadrilateral also has four angles
formed by its four sides. Below are some examples of quadrilaterals. Notice that each figure has four straight sides and four angles.
You could draw many quadrilaterals such as these and carefully measure the four angles. You would find that for every
quadrilateral, the sum of the interior angles will always be 360°.
You can also use your knowledge of triangles as a way to understand why the sum of the interior angles of any quadrilateral is
360°. Any quadrilateral can be divided into two triangles as shown in the images below.
In the first image, the quadrilaterals have each been divided into two triangles. The angle measurements of one triangle are shown
for each.
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These measurements add up to 180º. Now look at the measurements for the other triangles—they also add up to 180º!
Since the sum of the interior angles of any triangle is 180° and there are two triangles in a quadrilateral, the sum of the angles for
each quadrilateral is 360°.
Imagine extending the pairs of opposite sides. They would never intersect because they are parallel. Notice, also, that the opposite
angles of a parallelogram are congruent, as are the opposite sides. (Remember that “congruent” means “the same size.”) The
geometric symbol for congruent is ≅, so you can write ∠A ≅ ∠C and ∠B ≅ ∠D. The parallel sides are also the same length:
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
AB ≅DC and BC ≅AD . These relationships are true for all parallelograms.
There are two special cases of parallelograms that will be familiar to you from your earliest experiences with geometric shapes.
The first special case is called a rectangle. By definition, a rectangle is a parallelogram because its pairs of opposite sides are
parallel. A rectangle also has the special characteristic that all of its angles are right angles; all four of its angles are congruent.
The other special case of a parallelogram is a special type of rectangle, a square. A square is one of the most basic geometric
shapes. It is a special case of a parallelogram that has four congruent sides and four right angles.
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A square is also a rectangle because it has two sets of parallel sides and four right angles. A square is also a parallelogram because
its opposite sides are parallel. So, a square can be classified in any of these three ways, with “parallelogram” being the least
specific description and “square,” the most descriptive.
Another quadrilateral that you might see is called a rhombus. All four sides of a rhombus are congruent. Its properties include that
each pair of opposite sides is parallel, also making it a parallelogram.
In summary, all squares are rectangles, but not all rectangles are squares. All rectangles are parallelograms, but not all
parallelograms are rectangles. And all of these shapes are quadrilaterals.
The diagram below illustrates the relationship between the different types of quadrilaterals.
You can use the properties of parallelograms to solve problems. Consider the example that follows.
Example 6.2.1
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Solution
Identify opposite angles.
∠L is opposite ∠J
∠M is opposite ∠K
A property of parallelograms is that opposite angles are congruent.
∠L ≅ ∠J
∠M ≅ ∠K
Use the given angle measurements to determine measures of opposite angles.
m∠J = 60°, so m∠L = 60°
m∠K = 120°, so m∠M = 120°
Answer: m∠L = 60° and m∠M = 120°
Trapezoids
There is another special type of quadrilateral. This quadrilateral has the property of having only one pair of opposite sides that are
parallel. Here is one example of a trapezoid.
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯¯¯
¯ ¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯¯¯
¯ ¯¯¯¯¯¯
¯
Notice that XY ||W Z, and that W X and ZY are not parallel. You can easily imagine that if you extended sides WX and ZY ,
they would intersect above the figure.
If the non-parallel sides of a trapezoid are congruent, the trapezoid is called an isosceles trapezoid. Like the similarly named
triangle that has two sides of equal length, the isosceles trapezoid has a pair of opposite sides of equal length. The other pair of
opposite sides is parallel. Below is an example of an isosceles trapezoid.
¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯ ¯
¯¯¯¯¯¯
¯
In this trapezoid ABCD, BC ||AD and AB ≅C D .
Try It Now 1
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C) All rectangles are squares.
D) A shape cannot be a parallelogram and a quadrilateral.
You can use the properties of quadrilaterals to solve problems involving trapezoids. Consider the example below.
Example 6.2.2
Solution
The sum of the measures of the interior angles of a quadrilateral is 360°.
m∠P + m∠Q + m∠R + m∠S = 360°
The square symbol indicates a right angle.
m∠R = 90°
m∠S = 90°
Since three of the four angle measures are given, you can find the fourth angle measurement.
60° + m∠Q + 90° + 90° = 360°
Calculate the measurement of ∠Q.
m∠Q + 240° = 360°
m∠Q = 120°
From the image, you can see that it is an obtuse angle, so its measure must be greater than 90°.
Answer: m∠Q = 120°
The table below summarizes the special types of quadrilaterals and some of their properties.
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4 congruent sides.
4 right angles (90°).
Square
Opposite sides are parallel.
All angles are congruent.
Summary
A quadrilateral is a mathematical name for a four-sided polygon. Parallelograms, squares, rectangles, and trapezoids are all
examples of quadrilaterals. These quadrilaterals earn their distinction based on their properties, including the number of pairs of
parallel sides they have and their angle and side measurements.
1. B) All trapezoids are quadrilaterals; trapezoids are four-sided polygons, so they are all quadrilaterals.
Learning Objectives
1. Find the perimeter of a polygon.
2. Find the area of a polygon.
3. Find the area and perimeter of non-standard polygons
Introduction
Perimeter and area are two important and fundamental mathematical topics. They help you to quantify physical space and also
provide a foundation for more advanced mathematics found in algebra, trigonometry, and calculus. Perimeter is a measurement of
the distance around a shape and area gives us an idea of how much surface the shape covers.
Knowledge of area and perimeter is applied practically by people on a daily basis, such as architects, engineers, and graphic
designers, and is math that is very much needed by people in general. Understanding how much space you have and learning how
to fit shapes together exactly will help you when you paint a room, buy a home, remodel a kitchen, or build a deck.
Perimeter
The perimeter of a two-dimensional shape is the distance around the shape. You can think of wrapping a string around a triangle.
The length of this string would be the perimeter of the triangle. Or walking around the outside of a park, you walk the distance of
the park’s perimeter. Some people find it useful to think “peRIMeter” because the edge of an object is its rim and peRIMeter has
the word “rim” in it.
If the shape is a polygon, then you can add up all the lengths of the sides to find the perimeter. Be careful to make sure that all the
lengths are measured in the same units. You measure perimeter in linear units, which is one-dimensional. Examples of units of
measure for length are inches, centimeters, or feet.
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Example 6.2.3
Find the perimeter of the given figure. All measurements indicated are inches.
Solution
Since all the sides are measured in inches, just add the lengths of all six sides to get the perimeter.
P = 5 +3 +6 +2 +3 +3
This means that a tightly wrapped string running the entire distance around the polygon would measure 22 inches long.
Example 6.2.4
Find the perimeter of a triangle with sides measuring 6 cm, 8 cm, and 12 cm.
Solution
Since all the sides are measured in centimeters, just add the lengths of all three sides to get the perimeter.
P = 6 + 8 + 12
Answer: P = 26 centimeters
Sometimes, you need to use what you know about a polygon in order to find the perimeter. Let’s look at the rectangle in the next
example.
Example 6.2.5
A rectangle has a length of 8 centimeters and a width of 3 centimeters. Find the perimeter.
Solution
Since this is a rectangle, the opposite sides have the same lengths, 3 cm. and 8 cm. Add up the lengths of all four sides to find
the perimeter.
P = 3 +3 +8 +8
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Answer P = 22 cm
Notice that the perimeter of a rectangle always has two pairs of equal-length sides. In the above example, you could have also
written P = 2(3) + 2(8) = 6 + 16 = 22 cm . The formula for the perimeter of a rectangle is often written as P = 2l + 2w , where
l is the length of the rectangle and w is the width of the rectangle.
Area of Parallelograms
The area of a two-dimensional figure describes the amount of surface the shape covers. You measure area in square units of a fixed
size. Examples of square units of measure are square inches, square centimeters, or square miles. When finding the area of a
polygon, you count how many squares of a certain size will cover the region inside the polygon.
Let’s look at a 4 x 4 square.
You can count that there are 16 squares, so the area is 16 square units. Counting out 16 squares doesn’t take too long, but what
about finding the area if this is a larger square or the units are smaller? It could take a long time to count.
Fortunately, you can use multiplication. Since there are 4 rows of 4 squares, you can multiply 4 ⋅ 4 to get 16 squares! And this can
be generalized to a formula for finding the area of a square with any length, s : Area = s ⋅ s = s .
2
You can write “in ” for square inches and “ft ” for square feet.
2 2
To help you find the area of the many different categories of polygons, mathematicians have developed formulas. These formulas
help you find the measurement more quickly than by simply counting. The formulas you are going to look at are all developed
from the understanding that you are counting the number of square units inside the polygon. Let’s look at a rectangle.
You can count the squares individually, but it is much easier to multiply 3 times 5 to find the number more quickly. And, more
generally, the area of any rectangle can be found by multiplying length times width.
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Example 6.2.6
A rectangle has a length of 8 centimeters and a width of 3 centimeters. Find the area.
Solution
Start with the formula for the area of a rectangle, which multiplies the length times the width.
A = l⋅w
Base (b) for the length (of the base), and height (h) for the width of the line perpendicular to the base is often used. So, the formula
for a parallelogram is generally written, Area = b ⋅ h .
Example 6.2.7
Solution
Start with the formula for the area of a parallelogram: Area = base ⋅ height .
A =b⋅h
Multiply.
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A =8
Try It Now 1
Find the area of a parallelogram with a height of 12 feet and a base of 9 feet.
1
Since the area of two congruent triangles is the same as the area of a rectangle, you can come up with the formula Area = bh to
2
find the area of a triangle.
When you use the formula for a triangle to find its area, it is important to identify a base and its corresponding height, which is
perpendicular to the base.
Example 6.2.8
A triangle has a height of 4 inches and a base of 10 inches. Find the area.
Solution
Start with the formula for the area of a triangle.
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1
A = bh
2
Multiply.
1
A = ⋅ 40
2
A = 20
Answer: A = 20 in 2
Now let’s look at the trapezoid. To find the area of a trapezoid, take the average length of the two parallel bases and multiply that
(b1 + b2 )
length by the height: A = h .
2
An example is provided below. Notice that the height of a trapezoid will always be perpendicular to the bases (just like when you
find the height of a parallelogram).
Example 6.2.9
Solution
Start with the formula for the area of a trapezoid.
(b1 + b2 )
A = h
2
Substitute 4 and 7 for the bases and 2 for the height, and find A.
(4 + 7)
A = ⋅2
2
11
A = ⋅2
2
A = 11
Area Formulas
rectangle: A = l ⋅ w
parallelogram: A = b ⋅ h
1
triangle: A = b⋅h
2
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(b1 + b2 )
trapezoid: A = h
2
Example 6.2.10
Solution
To find the perimeter, add together the lengths of the sides. Start at the top and work clockwise around the shape.
P = 18 + 6 + 3 + 11 + 9.5 + 6 + 6
P = 59.5 cm
To find the area, divide the polygon into two separate, simpler regions. The area of the entire polygon will equal the sum of the
areas of the two regions.
Region A is a rectangle. To find the area, multiply the length (18) by the width (6).
Area of Region A = l ⋅ w
= 18 ⋅ 6
= 108
1
Region B is a triangle. To find the area, use the formula bh , where the base is 9 and the height is 9.
2
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1
Area of Region B = b⋅h
2
1
= ⋅9⋅9
2
1
= ⋅ 81
2
= 40.5
You also can use what you know about perimeter and area to help solve problems about situations like buying fencing or paint, or
determining how big a rug is needed in the living room. Here’s a fencing example.
Example 6.2.11
Rosie is planting a garden with the dimensions shown below. She wants to put a thin, even layer of mulch over the entire
surface of the garden. The mulch costs $3 a square foot. How much money will she have to spend on mulch?
Solution
This shape is a combination of two simpler shapes: a rectangle and a trapezoid. Find the area of each.
A =8⋅4
2
A = 32 ft
(14 + 8)
A = ⋅4
2
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22
A = ⋅4
2
A = 11 ⋅ 4
2
A = 44 ft
Answer: Rosie will spend $228 to cover her garden with mulch.
Try It Now 2
Summary
The perimeter of a two-dimensional shape is the distance around the shape. It is found by adding up all the sides (as long as they
are all the same unit). The area of a two-dimensional shape is found by counting the number of squares that cover the shape. Many
formulas have been developed to quickly find the area of standard polygons, like triangles and parallelograms.
1. 108 ft ; the height of the parallelogram is 12 and the base of the parallelogram is 9; the area is 12 times 9, or 108 ft .
2 2
(b1 + b2 ) (2 + 9)
2. 11 ft ; this shape is a trapezoid, so you can use the formula A =
2
h to find the area: A = ⋅2 .
2 2
6.2.3: Circles
Learning Objectives
1. Identify properties of circles.
2. Find the circumference of a circle.
3. Find the area of a circle.
4. Find the area and perimeter of composite geometric figures.
Introduction
Circles are a common shape. You see them all over—wheels on a car, Frisbees passing through the air, compact discs delivering
data. These are all circles.
A circle is a two-dimensional figure just like polygons and quadrilaterals. However, circles are measured differently than these
other shapes—you even have to use some different terms to describe them. Let’s take a look at this interesting shape.
Properties of Circles
A circle represents a set of points, all of which are the same distance away from a fixed, middle point. This fixed point is called the
center. The distance from the center of the circle to any point on the circle is called the radius.
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When two radii (the plural of radius) are put together to form a line segment across the circle, you have a diameter. The diameter
of a circle passes through the center of the circle and has its endpoints on the circle itself.
The diameter of any circle is two times the length of that circle’s radius. It can be represented by the expression 2r, or “two times
the radius.” So, if you know a circle’s radius, you can multiply it by 2 to find the diameter; this also means that if you know a
circle’s diameter, you can divide by 2 to find the radius.
Example 6.2.12
Solution
The diameter is two times the radius, or 2r. The radius of this circle is 7 inches, so the diameter is 2(7) = 14 inches.
d = 2r
d = 2(7)
d = 14
Example 6.2.13
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Solution
1
The radius is half the diameter, or d .
2
1
r = d
2
1
r = (36)
2
r = 18
1
The diameter of this circle is 36 feet, so the radius is r = (36) = 18 feet .
2
Circumference
The distance around a circle is called the circumference. (Recall, the distance around a polygon is the perimeter.)
One interesting property about circles is that the ratio of a circle’s circumference and its diameter is the same for all circles. No
matter the size of the circle, the ratio of the circumference and diameter will be the same.
Some actual measurements of different items are provided below. The measurements are accurate to the nearest millimeter or
quarter-inch (depending on the unit of measurement used). Look at the ratio of the circumference to the diameter for each one—
although the items are different, the ratio for each is approximately the same.
Circumference (C ) (rounded to C
Item Diameter (d) Ratio
nearest hundredth) d
253
Cup 253 mm 79 mm = 3.2025...
79
84
Quarter 84 mm 27 mm = 3.1111...
27
37.25
Bowl 37.25 in 11.5 in = 3.1702...
11.75
The circumference and the diameter are approximate measurements since there is no precise way to measure these dimensions
C
exactly. If you were able to measure them more precisely, however, you would find that the ratio would move towards 3.14 for
d
C
each of the items given. The mathematical name for the ratio is pi and is represented by the Greek letter π.
d
π is a non-terminating, non-repeating decimal, so it is impossible to write it out completely? The first 10 digits of π are
22 22
3.141592653; it is often rounded to 3.14 or estimated as the fraction . Note that both 3.14 and are approximations of π, and
7 7
are used in calculations where it is not important to be precise.
Since you know that the ratio of circumference to diameter (or π) is consistent for all circles, you can use this number to find the
circumference of a circle if you know its diameter.
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C
= π, so C = πd
d
Circumference of a Circle
Example 6.2.14
Solution
To calculate the circumference given a diameter of 9 inches, use the formula C = πd . Use 3.14 as an approximation for π.
Since you are using an approximation for π, you cannot give an exact measurement of the circumference. Instead, you use the
symbol ≈ to indicate “approximately equal to.”
C = πd
C =π⋅9
C ≈ 3.14 ⋅ 9
C ≈ 28.26
Example 6.2.15
Solution
To calculate the circumference of a circle given a radius of 2.5 yards, use the formula C . Use 3.14 as an approximation
= 2πr
for π.
C = 2πr
C = 2π ⋅ 2.5
C =π⋅5
C ≈ 3.14 ⋅ 5
C ≈ 15.7
Try It Now 1
A circle has a radius of 8 inches. What is its circumference, rounded to the nearest inch?
Area
Pi, π, is an important number in geometry. You have already used it to calculate the circumference of a circle. You use π when you
are figuring out the area of a circle, too.
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Area of a Circle
To find the area (A ) of a circle, use the formula: A = πr 2
Example 6.2.16
Solution
To find the area of this circle, use the formula A = πr . Remember to write the answer in terms of square units, since you are
2
2
A =π⋅3
A =π⋅9
A = 3.14 ⋅ 9
A = 28.26
Try It Now 2
A button has a diameter of 20 millimeters. What is the area of the button? Use 3.14 as an approximation of π.
Composite Figures
Now that you know how to calculate the circumference and area of a circle, you can use this knowledge to find the perimeter and
area of composite figures. The trick to figuring out these types of problems is to identify shapes (and parts of shapes) within the
composite figure, calculate their individual dimensions, and then add them together.
For example, look at the image below. Is it possible to find the perimeter?
The first step is to identify simpler figures within this composite figure. You can break it down into a rectangle and a semicircle, as
shown below.
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You know how to find the perimeter of a rectangle, and you know how to find the circumference of a circle. Here, the perimeter of
the three solid sides of the rectangle is 8 + 20 + 20 = 48 feet. (Note that only three sides of the rectangle will add into the perimeter
of the composite figure because the other side is not at an edge; it is covered by the semicircle!)
To find the circumference of the semicircle, use the formula C = πd with a diameter of 8 feet, then take half of the result. The
circumference of the semicircle is 4π, or approximately 12.56 feet, so the total perimeter is about 60.56 feet.
Example 6.2.17
Find the perimeter (to the nearest hundredth) of the composite figure, made up of a semi-circle and a triangle.
Solution
Identify smaller shapes within the composite figure. This figure contains a semicircle and a triangle.
Find the circumference of the circle. Then divide by 2 to find the circumference of the semi-circle.
Diameter (d) = 1
C = πd
C = π(1)
C =π
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1
Circumference of semicircle = π or approximately 1.57 inches
2
Find the total perimeter by adding the circumference of the semicircle and the lengths of the two legs. Since our measurement
of the semicircle’s circumference is approximate, the perimeter will be an approximation also.
1
1 +1 + π ≈ 3.57 inches
2
Example 6.2.18
Find the area of the composite figure, made up of three-quarters of a circle and a square, to the nearest hundredth.
Solution
Identify smaller shapes within the composite figure. This figure contains a circular region and a square. If you find the area of
each, you can find the area of the entire figure.
2
Area of square = s
2
= (2)
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2
= 4 ft
3 3
Note that the region is of a whole circle, so you need to multiply the area of the circle by . Use 3.14 as an approximation
4 4
for π.
2
Area of full circle = πr
2
= π(2)
2
= 4π ft
3
Area of region = ⋅ 4π
4
= 3π
2
≈ 3 ⋅ 3.14 ft
Add the two regions together. Since your measurement of the circular’s area is approximate, the area of the figure will be an
approximation also.
4 feet
2
+ 3π feet
2
= approximately 13.42 feet 2
Try It Now 3
What is the area (to the nearest hundredth) of the figure shown below? (Both rounded regions are semi-circles.)
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Summary
Circles are an important geometric shape. The distance around a circle is called the circumference, and the interior space of a circle
is called the area. Calculating the circumference and area of a circle requires a number called pi (π), which is a non-terminating,
22
non-repeating decimal. Pi is often approximated by the values 3.14 and . You can find the perimeter or area of composite shapes
7
—including shapes that contain circular sections—by applying the circumference and area formulas where appropriate.
2
A = π ⋅ 10 = π ⋅ 100 ≈ 314 mm
2
.
3. 7.14 in ; imagine the two semi-circles being put together to create one circle. The radius of the circle is 1 inch; this means
2
the area of the circle is π r = π ⋅ 1 = π . The area of the square is 2 ⋅ 2 = 4 . Adding those together yields 7.14 in .
2 2 2
This page titled 6.2: Perimeter, Circumference, and Area is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated
by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts
platform; a detailed edit history is available upon request.
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6.3: Volume of Geometric Solids
Learning Objectives
1. Identify geometric solids.
2. Find the volume of geometric solids.
3. Find the volume of a composite geometric solid.
Introduction
Living in a two-dimensional world would be pretty boring. Thankfully, all of the physical objects that you see and use every day—
computers, phones, cars, shoes—exist in three dimensions. They all have length, width, and height. (Even very thin objects like a
piece of paper are threedimensional. The thickness of a piece of paper may be a fraction of a millimeter, but it does exist.)
In the world of geometry, it is common to see three-dimensional figures. In mathematics, a flat side of a three-dimensional figure is
called a face. Polyhedrons are shapes that have four or more faces, each one being a polygon. These include cubes, prisms, and
pyramids. Sometimes you may even see single figures that are composites of two of these figures. Let’s take a look at some
common polyhedrons.
Identifying Solids
The first set of solids contains rectangular bases. Have a look at the table below, which shows each figure in both solid and
transparent form.
Notice the different names that are used for these figures. A cube is different than a square, although they are sometimes confused
with each other—a cube has three dimensions, while a square only has two. Likewise, you would describe a shoebox as a
rectangular prism (not simply a rectangle), and the ancient pyramids of Egypt as…well, as pyramids (not triangles).
In this next set of solids, each figure has a circular base.
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A solid figure with a pair of
Cylinder circular, parallel bases and a
round, smooth face between them.
Take a moment to compare a pyramid and a cone. Notice that a pyramid has a rectangular base and flat, triangular faces; a cone has
a circular base and a smooth, rounded body.
Finally, let’s look at a shape that is unique: a sphere.
There are many spherical objects all around you—soccer balls, tennis balls, and baseballs being three common items. While they
may not be perfectly spherical, they are generally referred to as spheres.
Example 6.3.1
Solution
A rectangular base indicates that it must be a cube, rectangular prism, or pyramid.
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Since the faces are triangular, it must be a pyramid.
Volume
Recall that perimeter measures one dimension (length), and area measures two dimensions (length and width). To measure the
amount of space a three-dimensional figure takes up, you use another measurement called volume.
To visualize what “volume” measures, look back at the transparent image of the rectangular prism mentioned earlier (or just think
of an empty shoebox). Imagine stacking identical cubes inside that box so that there are no gaps between any of the cubes. Imagine
filling up the entire box in this manner. If you counted the number of cubes that fit inside that rectangular prism, you would have its
volume.
Volume is measured in cubic units. The shoebox illustrated above may be measured in cubic inches (usually represented as in or 3
inches ), while the Great Pyramid of Egypt would be more appropriately measured in cubic meters (m or meters ).
3 3 3
To find the volume of a geometric solid, you could create a transparent version of the solid, create a bunch of 1x1x1 cubes, and
then stack them carefully inside. However, that would take a long time! A much easier way to find the volume is to become
familiar with some geometric formulas and to use those instead.
Let’s go through the geometric solids once more and list the volume formula for each.
As you look through the list below, you may notice that some of the volume formulas look similar to their area formulas. To find
the volume of a rectangular prism, you find the area of the base and then multiply that by the height.
3
V a⋅a⋅a = a
Cube
a = the length of one side
V = l⋅w⋅h
l= length
Rectangular prism
w = width
h = height
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l⋅w⋅h
V =
3
Pyramid l= length
w = width
h = height
Remember that all cubes are rectangular prisms, so the formula for finding the volume of a cube is the area of the base of the cube
times the height.
Now let’s look at solids that have a circular base.
2
V = π⋅r ⋅h
Cylinder r = radius
h = height
2
π⋅r ⋅h
V =
3
Cone
r = radius
h = height
2
π⋅r ⋅h l⋅w⋅h
Compare the formula for the volume of a cone (V = ) with the formula for the volume of a pyramid (V = ).
3 3
The numerator of the cone formula is the volume formula for a cylinder, and the numerator of the pyramid formula is the volume
formula for a rectangular prism. Then divide each by 3 to find the volume of the cone and the pyramid. Looking for patterns and
similarities in the formulas can help you remember which formula refers to a given solid.
Finally, the formula for a sphere is provided below. Notice that the radius is cubed, not squared and that the quantity πr
3
is
4
multiplied by .
3
4
3
V = πr
Sphere 3
r = radius
Applying the Formulas You know how to identify the solids, and you also know the volume formulas for these solids. To calculate
the actual volume of a given shape, all you need to do is substitute the solid’s dimensions into the formula and calculate.
In the examples below, notice that cubic units (meters , inches , feet ) are used.
3 3 3
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Example 6.3.2
Solution
Identify the proper formula to use. a = side length
3
V = a⋅a⋅a = a
Example 6.3.3
Solution
Identify the shape. It has a rectangular base and rises to a point, so it is a pyramid.
Identify the proper formula to use. l = length, w = width, and h = height
l⋅w⋅h
V =
3
Use the image to identify the dimensions. 4 = length 3 = width 8 = height. Then substitute l = 4, w = 3, and h = 8 into the
formula.
4⋅3⋅8
V =
3
= 32
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Example 6.3.4
Find the volume of the shape shown below. Use 3.14 for π, and round the answer to the nearest hundredth.
Solution
Identify the shape. It has a circular base and has uniform thickness (or height), so it is a cylinder.
Identify the proper formula to use.
2
V =π⋅r ⋅h
Use the image to identify the dimensions. Then substitute r = 7 and h = 1 into the formula.
2
V =π⋅7 ⋅1
= 49π
≈ 153.86
Try It Now 1
Find the volume of a rectangular prism that is 8 inches long, 3 inches wide, and 10 inches tall.
Composite Solids
Composite geometric solids are made from two or more geometric solids. You can find the volume of these solids as well, as long
as you are able to figure out the individual solids that make up the composite shape.
Look at the image of a capsule below. Each end is a half-sphere. You can find the volume of the solid by taking it apart. What
solids can you break this shape into?
Two half-spheres form a whole one, so if you know the volume formulas for a cylinder and a sphere, you can find the volume of
this capsule.
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Example 6.3.5
If the radius of the spherical ends is 6 inches, find the volume of the solid below. Use 3.14 for π. Round your final answer to
the nearest whole number.
Solution
Identify the composite solids. This capsule can be thought of as a cylinder with a half-sphere on each end.
4
3
Volume of a sphere: πr
3
4
3
Volume of a sphere: π⋅6
3
The height of a cylinder refers to the section between the two circular bases. This dimension is given as 24 inches, so h = 24.
The radius of the sphere is 6 inches. You can use r = 6 in both formulas.
Volume of a cylinder: π ⋅ 36 ⋅ 24
= 864 ⋅ π
≈ 2712.96
= 288 ⋅ π
≈ 904.32
Example 6.3.6
A sculptor carves a rectangular prism out of a solid piece of wood. Then, at the top, she hollows out an inverted pyramid. The
solid, and its dimensions, are shown at right. What is the volume of the finished piece?
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Solution
Identify the composite solids. This sculpture can be thought of as a rectangular prism with a pyramid removed.
Identify the proper formulas to use.
Volume of rectangular prism: l ⋅ w ⋅ h
l⋅w⋅h
Volume of pyramid:
3
1⋅1⋅2 2
Volume of pyramid: =
3 3
Subtract the volume of the pyramid from the volume of the rectangular prism.
2
Volume of sculpture: V = 8 −
3
1
=7
3
1
Answer: The volume of the sculpture is 7 feet
3
.
3
Try It Now 2
A machine takes a solid cylinder with a height of 9 mm and a diameter of 7 mm and bores a hole all the way through it. The
hole that it creates has a diameter of 3 mm. Which of the following expressions would correctly find the volume of the solid?
A) (π ⋅ 7 2
⋅ 9) − (π ⋅ 3
2
⋅ 9)
B) (π ⋅ 3.5 2
⋅ 9) − (π ⋅ 1.5
2
⋅ 9)
C) (π ⋅ 7
2
⋅ 9) + (π ⋅ 3
2
⋅ 9)
D) (π ⋅ 3.5 2
⋅ 9) + (π ⋅ 1.5
2
⋅ 9)
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Summary
Three-dimensional solids have length, width, and height. You use a measurement called volume to figure out the amount of space
that these solids take up. To find the volume of a specific geometric solid, you can use a volume formula that is specific to that
solid. Sometimes, you will encounter composite geometric solids. These are solids that combine two or more basic solids. To find
the volume of these, identify the simpler solids that make up the composite figure, find the volumes of those solids, and combine
them as needed.
Note
1. 240 inches ; to find the volume of the rectangular prism, use the formula V
3
= l⋅w⋅h , and then substitute in the values for
the length, width, and height. 8 inches ⋅ 3 inches ⋅ 10 inches = 240 inches . 3
2. B) (π ⋅ 3.5 ⋅ 9) − (π ⋅ 1.5 ⋅ 9) ; you find the volume of the entire cylinder by multiplying
2 2
π ⋅ 3.5
2
⋅9 , then subtract the
empty cylinder in the middle, which is found by multiplying π ⋅ 1.5 ⋅ 9 . 2
Glossary
acute triangle An angle measuring less than 90º.
angle A figure formed by the joining of two rays with a common endpoint.
area The amount of space inside a two-dimensional shape, measured in square units.
cone A solid figure with a single circular base and a round, smooth face that diminishes to a single point.
corresponding angles Angles of separate figures that are in the same position within each figure.
corresponding sides Sides of separate figures that are opposite corresponding angles.
cylinder A solid figure with a pair of circular, parallel bases and a round, smooth face between them.
diameter The length across a circle, passing through the center of the circle. A diameter is equal to the length of two radii.
equilateral triangle A triangle with 3 equal sides. Equilateral triangles also have three angles that measure the same.
hypotenuse The side opposite the right angle in any right triangle. The hypotenuse is the longest side of any right triangle.
isosceles trapezoid A trapezoid with one pair of parallel sides and another pair of opposite sides that are congruent.
leg, legs In a right triangle, one of the two sides creating a right angle.
line A line is a one-dimensional figure, which extends without end in two directions.
line segment A finite section of a line between any two points that lie on the line.
obtuse triangle A triangle with one angle that measures between 90º and 180º.
parallel lines Two or more lines that lie in the same plane but which never intersect.
parallelogram,
A quadrilateral with two pairs of parallel sides.
parallelograms
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perpendicular lines Two lines that lie in the same plane and intersect at a 90º angle.
The ratio of a circle’s circumference to its diameter. Pi is denoted by the Greek letter π. It is often approximated as
pi 22
3.14 or .
7
In geometry, a two-dimensional surface that continues infinitely. Any three individual points that don't lie on the same
plane
line will lie on exactly one plane.
point A zero-dimensional object that defines a specific location on a plane. It is represented by a small dot.
polygon, polygons A closed plane figure with three or more straight sides.
pyramid, pyramids A polyhedron with a polygonal base and a collection of triangular faces that meet at a point.
The formula that relates the lengths of the sides of any right triangle: a2 2
+b
2
+c , where c is the hypotenuse, and a
Pythagorean Theorem
and b are the legs of the right triangle.
quadrilateral,
A four-sided polygon.
quadrilaterals
radius The distance from the center of a circle to any point on the circle.
ray A half-line that begins at one point and goes on forever in one direction.
rectangle A quadrilateral with two pairs of parallel sides and four right angles.
rectangular prism A polyhedron that has three pairs of congruent, rectangular, parallel faces.
scalene triangle A triangle in which all three sides are a different length.
similar Having the same shape but not necessarily the same size.
sphere A solid, round figure where every point on the surface is the same distance from the center.
square A quadrilateral whose sides are all congruent and which has four right angles.
vertex A turning point in a graph. Also the endpoint of the two rays that form an angle.
volume A measurement of how much it takes to fill up a three-dimensional figure. Volume is measured in cubic units.
This page titled 6.3: Volume of Geometric Solids is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by
Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts
platform; a detailed edit history is available upon request.
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6.4: Exercises
1. Classify the angle below as acute, obtuse, or right.
4. Use the picture below to answer the following questions. Note, ∠COD is a right angle.
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7. Find the unknown angle measure.
11. Find the length of the hypotenuse of the given right triangle pictured below. Round to two decimal places.
12. Find the length of the leg x. Enter the exact value, not a decimal approximation.
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13. Find the perimeter of the figure pictured below.
16. Find the circumference of the circle pictured below. Round your answer to the nearest hundredth.
17. Find the circumference of the circle pictured below. Round your answer to the nearest hundredth.
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19. Find the area of the figure pictured below and state the correct units.
1
21. The area of a triangle can be found using the formula: Area = ⋅ base ⋅ height . Find the area of the triangle pictured below,
2
where the measurements are given in meters (m).
22. Find the area of the circle pictured below. Round your answer to the nearest hundredth.
23. Find the area of the shaded area. Round your answer to the nearest tenth.
24. Match the formula for each volume to the figure to which it applies.
Figure Volume
________ Right Circular Cylinder A. V = πr h
2
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4
________ Rectangular Solid B. V =
3
πr
3
________ Sphere C. V =l
25. The volume of a cylinder with height h and radius r can be found using the formula V = πr h
2
.
Sketch a cylinder with radius 7 feet and height 4 feet, then find the volume and select the correct units. Round your answer
to the nearest tenth.
1
26. The volume of a cone with height h and radius r can be found using the formula V =
2
πr h .
3
Sketch a cone with radius 9 feet and height 3 feet, then find the volume and select the correct units. Round your answer to
the nearest tenth.
27. A sports ball has a diameter of 26 cm. Find the volume of the ball and select the correct units. Round your answer to 2 decimal
places.
6.4: Exercises is shared under a CC BY-NC-SA license and was authored, remixed, and/or curated by LibreTexts.
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CHAPTER OVERVIEW
7: Finance
7.1: Simple Interest
7.2: Compound Interest
7.3: Annuities
7.4: Payout Annuities
7.5: Loans
7.6: Remaining Loan Balance
7.7: Solving For Time
7.8: Exercises
This page titled 7: Finance is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
1
7.1: Simple Interest
Discussing interest starts with the principal, or amount your account starts with. This could be a starting investment, or the starting
amount of a loan. Interest, in its most simple form, is calculated as a percent of the principal. For example, if you borrowed $100
from a friend and agree to repay it with 5% interest, then the amount of interest you would pay would just be 5% of 100:
$100(0.05) = $5. The total amount you would repay would be $105, the original principal plus the interest.
I = P0 r
A = P0 + I = P0 + P0 r = P0 (1 + r)
I is the interest
A is the end amount: principal plus interest
P0 is the principal (starting amount)
r is the interest rate (in decimal form. Example: 5% = 0.05)
Example 7.1.1
A friend asks to borrow $300 and agrees to repay it in 30 days with 3% interest. How much interest will you earn?
Solution
The principal:
P0 = $300
3% rate:
r = 0.03
Therefore:
I = $300(0.03) = $9
One-time simple interest is only common for extremely short-term loans. For longer-term loans, it is common for interest to be paid
on a daily, monthly, quarterly, or annual basis. In that case, interest would be earned regularly. For example, bonds are essentially a
loan made to the bond issuer (a company or government) by you, the bond holder. In return for the loan, the issuer agrees to pay
interest, often annually. Bonds have a maturity date, at which time the issuer pays back the original bond value.
Example 7.1.2
Suppose your city is building a new park, and issues bonds to raise the money to build it. You obtain a $1,000 bond that pays
5% interest annually that matures in 5 years. How much interest will you earn?
Solution
Each year, you would earn 5% interest: $1000(0.05) = $50 in interest. So, over the course of five years, you would earn a total
of $250 in interest. When the bond matures, you would receive back the $1,000 you originally paid, leaving you with a total of
$1,250.
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Simple Interest Over Time
I = P0 rt
A = P0 + I = P0 + P0 rt = P0 (1 + rt)
I is the interest
A is the end amount: principal plus interest
P0 is the principal (starting amount)
r is the interest rate in decimal form.
t is time
Interest rates are usually given as an annual percentage rate (APR) – the total interest that will be paid in the year. If the
interest is paid in smaller time increments, the APR will be divided up.
For example, a 6% APR paid monthly would be divided into twelve 0.5% payments. A 4% annual rate paid quarterly would be
divided into four 1% payments.
Example 7.1.3
Treasury Notes (T-notes) are bonds issued by the federal government to cover its expenses. Suppose you obtain a $1,000 T-
note with a 4% annual rate, paid semi-annually, with a maturity in 4 years. How much interest will you earn?
Solution
Since interest is being paid semi-annually (twice a year), the 4% interest will be divided into two 2% payments.
The principal:
P0 = $1000
3% rate:
r = 0.02
4 years = 8 half-years
t =8
Therefore:
I = $1000(0.02)(8) = $160
You will earn $160 interest total over the four years.
Try It Now 1
A loan company charges $30 interest for a one month loan of $500. Find the annual interest rate they are charging.
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7.2: Compound Interest
With simple interest, we were assuming that we pocketed the interest when we received it. In a standard bank account, any interest
we earn is automatically added to our balance, and we earn interest on that interest in future years. This reinvestment of interest is
called compounding.
Suppose that we deposit $1,000 in a bank account offering 3% interest, compounded monthly. How will our money grow?
The 3% interest is an annual percentage rate (APR) – the total interest to be paid during the year. Since interest is being paid
3%
monthly, each month, we will earn = 0.25% per month.
12
r = 0.0025(0.25%)
I = $1000(0.0025) = $2.50
In the first month, we will earn $2.50 in interest, raising our account balance to $1,002.50. In the second month,
P0 = $1, 002.50
Notice that in the second month we earned more interest than we did in the first month. This is because we earned interest not only
on the original $1,000 we deposited, but we also earned interest on the $2.50 of interest we earned the first month. This is the key
advantage that compounding of interest gives us.
Calculating out a few more months:
To find an equation to represent this, if Pm represents the amount of money after m months, then we could write the recursive
equation:
P0 = $1000
Pm = (1 + 0.0025)Pm−1
You probably recognize this as the recursive form of exponential growth. If not, we could go through the steps to build an explicit
equation for the growth:
7.2.1 https://math.libretexts.org/@go/page/59965
P0 = $1000
P1 = 1.0025 P0 = 1.0025(1000)
Notice that the $1000 in the equation was P , the starting amount. We found 1.0025 by adding one to the growth rate divided by 12
0
since we were compounding 12 times per year. Generalizing our result, we could write
r m
Pm = P0 (1 + )
k
In this formula:
m is the number of compounding periods (months in our example)
r is the annual interest rate
k is the number of compounds per year.
While this formula works fine, it is more common to use a formula that involves the number of years, rather than the number of
compounding periods. If N is the number of years, then m = N k . Making this change gives us the standard formula for
compound interest.
Compound Interest
Nk
r
PN = P0 (1 + )
k
Example 7.2.1
A certificate of deposit (CD) is a savings instrument that many banks offer. It usually gives a higher interest rate, but you
cannot access your investment for a specified length of time. Suppose you deposit $3000 in a CD paying 6% interest,
compounded monthly. How much will you have in the account after 20 years?
Solution
In this example,
The initial deposit:
P0 = $3000
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6% annual rate:
r = 0.06
12 months in 1 year:
k = 12
Since we’re looking for how much we’ll have after 20 years
N = 20
So,
20×12
0.06
P20 = 3000 (1 + ) = $9930.61 (round your answer to the nearest penny)
12
Let us compare the amount of money earned from compounding against the amount you would earn from simple interest.
Years Simple Interest ($15 per month) 6% compounded monthly = 0.5% each month.
5 $3900 $4046.55
10 $4800 $5458.19
15 $5700 $7362.28
20 $6600 $9930.61
25 $7500 $13394.91
30 $8400 $18067.73
35 $9300 $24370.65
As you can see, over a long period of time, compounding makes a large difference in the account balance. You may recognize this
as the difference between linear growth and exponential growth.
When we need to calculate something like 5 it is easy enough to just multiply 5 ⋅ 5 ⋅ 5 = 125 . But when we need to calculate
3
something like 1.0052 , it would be very tedious to calculate this by multiplying 1.005 by itself 240 times! So to make things
40
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Example 7.2.2
You know that you will need $40,000 for your child’s education in 18 years. If your account earns 4% compounded quarterly,
how much would you need to deposit now to reach your goal?
Solution
In this example, we’re looking for P .
0
4%:
r = 0.04
4 quarters in 1 year:
k =4
In this case, we’re going to have to set up the equation and solve for P .
0
18×4
0.04
40000 = P0 (1 + )
4
40000 = P0 (2.0472)
40000
P0 = = $19539.84
2.0472
So, you would need to deposit $19, 539.84now to have $40, 000 in 18 years.
Definition: Rounding
It is important to be very careful about rounding when calculating things with exponents. In general, you want to keep as many
decimals during calculations as you can. Be sure to keep at least 3 significant digits (numbers after any leading zeros).
Rounding 0.00012345 to 0.000123 will usually give you a “close enough” answer, but keeping more digits is always better.
Example 7.2.3
The reason we shouldn’t “over-round” is displayed by this example. Suppose you were investing $1,000 at 5% interest
compounded monthly for 30 years.
Solution
The initial deposit:
P0 = $1000
5%:
r = 0.05
12 months in 1 year:
k = 12
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N = 30
r 0.05
If we first compute , we find = 0.00416666666667
k 12
No Rounding $4467.74
If you’re working in a bank, of course you wouldn’t round at all. For our purposes, the answer we got by rounding to 0.00417,
three significant digits, is close enough - $5 off of $4, 500 isn’t too bad. Certainly, keeping that fourth decimal place wouldn’t
have hurt.
Using your calculator In many cases, you can avoid rounding completely by how you enter things in your calculator. For
example, in the example above, we needed to calculate
12×30
0.05
P30 = 1000 (1 + )
12
360
0.05
We can quickly calculate 12 × 30 = 360 , giving P 30 = 1000 (1 + )
12
0.05 ÷ 12 = 0.00416666666667
+ 1 = 1.00416666666667
y
x
360 = 4.46774431400613
× 1000 = 4467.74431400613
The previous steps were assuming you have a “one operation at a time” calculator; a more advanced calculator will often allow
you to type in the entire expression to be evaluated. If you have a calculator like this, you will probably just need to enter:
x
1000 × (1 + 0.05 ÷ 12) y 360 =
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7.3: Annuities
For most of us, we aren’t able to put a large sum of money in the bank today. Instead, we save for the future by depositing a smaller
amount of money from each paycheck into the bank. This idea is called a savings annuity. Most retirement plans like 401k plans or
IRA plans are examples of savings annuities.
An annuity can be described recursively in a fairly simple way. Recall that basic compound interest follows from the relationship
r
Pm = (1 + ) Pm−1
k
For a savings annuity, we simply need to add a deposit, d , to the account with each compounding period:
r
Pm = (1 + ) Pm−1 + d
k
Taking this equation from recursive form to explicit form is a bit trickier than with compound interest. It will be easiest to see by
working with an example rather than working in general.
Suppose we will deposit $100 each month into an account paying 6% interest. We assume that the account is compounded with the
same frequency as we make deposits unless stated otherwise. In this example:
r = 0.06(6%)
Assuming we start with an empty account, we can begin using this relationship:
P0 = 0
2
P3 = (1.005)P2 + 100 = (1.005)(100(1.005 + 100)) + 100 = 100(1.005 ) + 100(1.005) + 100
In other words, after m months, the first deposit will have earned compound interest for m − 1 months. The second deposit will
have earned interest for m − 2 months. Last months deposit would have earned only one month worth of interest. The most recent
deposit will have earned no interest yet.
This equation leaves a lot to be desired, though – it doesn’t make calculating the ending balance any easier! To simplify things,
multiply both sides of the equation by 1.005:
m−1 m−2
1.005 Pm = 1.005(100(1.005 ) + 100(1.005 ) +. . . +100(1.005) + 100)
Now we’ll line this up with like terms from our original equation, and subtract each side
m m−1
1.005 Pm = 100(1.005 ) + 100(1.005 ) +. . . +100(1.005)
m−1
Pm = 100(1.005 ) +. . . +100(1.005) + 100
Almost all the terms cancel on the right-hand side when we subtract, leaving
m
1.005 Pm − Pm = 100(1.005 ) − 100
Solving for P m
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m
0.005 Pm = 100 ((1.005 ) − 1)
m
100 ((1.005 ) − 1)
Pm =
0.005
r
Recall 0.005 was and 100 was the deposit d . 12 was k , the number of deposit each year. Generalizing this result, we get the
k
saving annuity formula.
Annuity Formula
Nk
r
d ( (1 + ) − 1)
k
PN =
r
( )
k
where
PN is the balance in the account after N years.
d is the regular deposit (the amount you deposit each year, each month, etc.)
r is the annual interest rate in decimal form.
If the compounding frequency is not explicitly stated, assume there are the same number of compounds in a year as there
are deposits made in a year.
If the compounding frequency isn’t stated then use these as rule of thumb:
If you make your deposits every month, use monthly compounding, k = 12 .
If you make your deposits every year, use yearly compounding, k = 1 .
If you make your deposits every quarter, use quarterly compounding, k = 4 .
and so on.
Annuities assume that you put money in the account on a regular schedule (every month, year, quarter, etc.) and let it sit there
earning interest.
Compound interest assumes that you put money in the account once and let it sit there earning interest.
Compound interest: One deposit
Annuity: Many deposits.
Example 7.3.1
A traditional individual retirement account (IRA) is a special type of retirement account in which the money you invest is
exempt from income taxes until you withdraw it. If you deposit $100 each month into an IRA earning 6% interest, how much
will you have in the account after 20 years?
Solution
In this example,
The monthly deposit:
d = $100
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6% annual rate:
r = 0.06
P20 =
0.06
( )
12
240
100 ((1.005) − 1)
P20 =
(0.005)
100 (3.310 − 1)
P20 =
(0.005)
100 (2.310)
P20 = = $46, 200
(0.005)
Example 7.3.2
You want to have $200,000 in your account when you retire in 30 years. Your retirement account earns 8% interest. How much
do you need to deposit each month to meet your retirement goal?
Solution
In this example, we’re looking for d .
8% annual rate:
r = 0.08
30 years:
N = 30
In this case, we’re going to have to set up the equation, and solve for d .
30(12)
0.08
d ( (1 + ) − 1)
12
200000 =
0.08
( )
12
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360
d ((1.00667) − 1)
200000 =
(0.00667)
200000 = d(1491.57)
200000
d = = $134.09
1491.57
So, you would need to deposit $134.09 each month to have $200, 000in 30 years if your account earns 8% interest
In general, if we need to obtain the amount of the deposits, we can just rewrite the annuity formula as
r
PN ⋅
k
d =
r Nk
(1 + ) −1
k
Try It Now 2
A more conservative investment account pays 3% interest. If you deposit $5 a day into this account, how much will you have
after 10 years? How much is from interest?
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7.4: Payout Annuities
In the last section, you learned about annuities. In an annuity, you start with nothing, put money into an account on a regular basis,
and end up with money in your account. In this section, we will learn about a variation called a payout annuity. With a payout
annuity, you start with money in the account and pull money out of the account on a regular basis. Any remaining money in the
account earns interest. After a fixed amount of time, the account will end up empty.
Payout annuities are typically used after retirement. Perhaps you have saved $500,000 for retirement, and want to take money out
of the account each month to live on. You want the money to last you 20 years. This is a payout annuity. The formula is derived in a
similar way as we did for savings annuities. The details are omitted here.
where
P0 is the balance in the account at the beginning (starting amount, or principal).
d is the regular withdrawal (the amount you take out each year, each month, etc.)
Like with annuities, the compounding frequency is not always explicitly given, but is determined by how often you take the
withdrawals.
Example 7.4.1
After retiring, you want to be able to take $1000 every month for a total of 20 years from your retirement account. The account
earns 6% interest. How much will you need in your account when you retire?
Solution
In this example,
The monthly withdrawal:
d = $1000
6% annual rate:
r = 0.06
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Since were taking withdrawals for 20 years:
N = 20
We’re looking for P ; how much money needs to be in the account at the beginning. Putting this into Equation 7.4.1, we get
0
−20(12)
0.06
1000 (1 − (1 + ) )
12
P0 =
0.06
( )
12
−240
1000 × (1 − (1.005) )
=
(0.005)
1000 × (1 − 0.302)
= = $139, 600
(0.005)
You will need to have $139, 600in your account when you retire.
Notice that you withdrew a total of $240, 000($1000 a month for 240 months). The difference between what you pulled out
and what you started with is the interest earned. In this case, it is $240, 000 − $139, 600 = $100, 400in interest.
With these problems, you need to raise numbers to negative powers. Most calculators have a separate button for negating a
number that is different than the subtraction button. Some calculators label this (−), some with +/−. The button is often near
the = key or the decimal point.
If your calculator displays operations on it (typically a calculator with multiline display), to calculate −240
1.005 you'd type
something like 1.005 ^ (−) 240
If your calculator only shows one value at a time, then usually you hit the (−) key after a number to negate it, so you'd enter
x
1.005 y (−) 240 =
Example 7.4.2
You know you will have $500,000 in your account when you retire. You want to be able to take monthly withdrawals from the
account for a total of 30 years. Your retirement account earns 8% interest. How much will you be able to withdraw each
month?
Solution
In this example, we’re looking for d .
8% annual rate:
r = 0.08
30 years:
N = 30
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In this case, we’re going to have to set up Equation 7.4.1, and solve for d .
−30(12)
0.08
d (1 − (1 + ) )
12
500000 =
0.08
( )
12
−360
d (1 − (1.00667) )
500000 =
(0.00667)
500000 = d(136.232)
500000
d = = $3670.21
136.232
In general, if we wanted to obtain the amount of each withdrawal, we can rewrite the payout annuity formula (Equation 7.4.1) as
r
P0 ⋅
k
d =
−N k
r
(1 − (1 + ) )
k
Try It Now 3
A donor gives $100,000 to a university, and specifies that it is to be used to give annual scholarships for the next 20 years. If
the university can earn 4% interest, how much can they give in scholarships each year?
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7.5: Loans
In the last section, you learned about payout annuities.
In this section, you will learn about conventional loans (also called amortized loans or installment loans). Examples include auto
loans and home mortgages. These techniques do not apply to payday loans, add-on loans, or other loan types where the interest is
calculated up front.
One great thing about loans is that they use exactly the same formula as a payout annuity. To see why, imagine that you had
$10,000 invested at a bank, and started taking out payments while earning interest as part of a payout annuity, and after 5 years
your balance was zero. Flip that around, and imagine that you are acting as the bank, and a car lender is acting as you. The car
lender invests $10,000 in you. Since you’re acting as the bank, you pay interest. The car lender takes payments until the balance is
zero.
Loans Formula
r −N k
d (1 − (1 + ) )
k
P0 =
r
( )
k
P0 is the balance in the account at the beginning (the principal, or amount of the loan).
d is your loan payment (your monthly payment, annual payment, etc)
r is the annual interest rate in decimal form.
k is the number of compounding periods in one year.
N is the length of the loan, in years
Like before, the compounding frequency is not always explicitly given, but is determined by how often you make payments.
The loan formula assumes that you make loan payments on a regular schedule (every month, year, quarter, etc.) and are paying
interest on the loan.
Compound interest: One deposit
Annuity: Many deposits
Payout Annuity: Many withdrawals
Loans: Many payments
Example 7.5.1
You can afford $200 per month as a car payment. If you can get an auto loan at 3% interest for 60 months (5 years), how
expensive of a car can you afford? In other words, what amount loan can you pay off with $200 per month?
Solution
In this example,
The monthly loan payment:
d = $200
3% annual rate:
r = 0.03
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Since we’re doing monthly withdrawals, we’ll compound monthly:
k = 12
−5(12)
0.03
200 (1 − (1 + ) )
12
P0 =
0.03
( )
12
−60
200 × (1 − (1.0025) )
P0 =
(0.0025)
200 (1 − 0.861)
P0 = = $11, 120
(0.0025)
You will need to have $11, 120 in your account when you retire.
Notice that you withdrew a total of $12, 000 ($200 a month for 60 months). The difference between what you pulled out and
what you started with is the interest paid. In this case, it is $12, 000 − $11, 120 = $880in interest.
Example 7.5.2
You want to take out a $140,000 mortgage (home loan). The interest rate on the loan is 6%, and the loan is for 30 years. How
much will your monthly payments be?
Solution
In this example, we’re looking for d .
6% annual rate:
r = 0.06
30 years:
N = 30
In this case, we’re going to have to set up the equation, and solve for d .
−30(12)
0.06
d (1 − (1 + ) )
12
140000 =
0.06
( )
12
−360
d (1 − (1.005) )
140000 =
(0.005)
140000 = d(166.792)
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140000
d = = $839.37
166.792
In general, if we wanted to obtain the amount of each payment, we can rewrite the loan formula as
r
P0 ⋅
k
d =
−N k
r
(1 − (1 + ) )
k
Try It Now 4
Janine bought $3,000 of new furniture on credit. Because her credit score isn’t very good, the store is charging her a fairly high
interest rate on the loan: 16%. If she agreed to pay off the furniture over 2 years, how much will she have to pay each month?
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7.6: Remaining Loan Balance
With loans, it is often desirable to determine what the remaining loan balance will be after some number of years. For example, if
you purchase a home and plan to sell it in five years, you might want to know how much of the loan balance you will have paid off
and how much you have to pay from the sale.
To determine the remaining loan balance after some number of years, we first need to know the loan payments, if we don’t already
know them. Remember that only a portion of your loan payments go towards the loan balance; a portion is going to go towards
interest. For example, if your payments were $1,000 a month, after a year you will not have paid off $12,000 of the loan balance.
To determine the remaining loan balance, we can think “how much of the loan will these loan payments be able to pay off in the
remaining time on the loan?”
Example 7.6.1
If a mortgage at a 6% interest rate has payments of $1,000 a month, how much will the loan balance be 10 years from the end
of the loan?
Solution
To determine this, we are looking for the amount of the loan that can be paid off by $1,000 a month payments in 10 years. In
other words, we’re looking for P when
0
6% annual rate:
r = 0.06
−10(12)
0.06
1000 (1 − (1 + ) )
12
P0 =
0.06
( )
12
−120
1000 × (1 − (1.005) )
P0 =
(0.005)
1000 (1 − 0.5496)
P0 = = $90, 073.45
(0.005)
The loan balance with 10 years remaining on the loan will be $90, 073.45.
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Example 7.6.2
A couple purchases a home with a $180,000 mortgage at 4% for 30 years with monthly payments. What will the remaining
balance on their mortgage be after 5 years?
Solution
First, we will calculate their monthly payments, i.e., we’re looking for d .
4% annual rate:
r = 0.04
30 years:
N = 30
180000 =
0.04
( )
12
−360
d (1 − (1.00333) )
180000 =
(0.00333)
180000 = d(209.562)
180000
d = = $858.93
209.562
Now that we know the monthly payments, we can determine the remaining balance. We want the remaining balance after 5
years when 25 years will be remaining on the loan. So, we calculate the loan balance that will be paid off with the monthly
payments over those 25 years.
The monthly loan payment we calculated above:
d = $858.93
4% annual rate:
r = 0.04
−25(12)
0.04
858.93 (1 − (1 + ) )
12
P0 =
0.04
( )
12
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−300
858.93 × (1 − (1.00333) )
P0 =
(0.00333)
858.93 (1 − 0.369)
P0 = = $155, 793.91
(0.00333)
The loan balance after 5 years, with 25 years remaining on the loan, will be $155, 793.91.
Over that 5 years, the couple has paid off $180, 000 − $155, 793.91 = $24, 206.09of the loan balance. They have paid a total
of $858.93 a month for 5 years (60 months), for a total of $51, 535.80, so $51, 535.80 − $24, 206.09 = $27, 329.71of what
they have paid so far has been interest.
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7.7: Solving For Time
Often, we are interested in how long it will take to accumulate money or how long we’d need to extend a loan to bring payments
down to a reasonable level.
Note
This section assumes you’ve covered solving exponential equations using logarithms, either in prior classes or in the growth
models chapter.
Example 7.7.1
If you invest $2,000 at 6% compounded monthly, how long will it take the account to double in value?
Solution
This is a compound interest problem since we are depositing money once and allowing it to grow. In this problem,
The initial deposit:
P0 = $2000
6% annual rate:
r = 0.06
12 months in 1 year:
k = 12
N ×12
0.06
So, our general equation is PN = 2000 (1 + ) . We also know that we want our ending amount to be double of
12
$2,000, which is $4,000, so we’re looking for N so that PN = 4, 000 . To solve this, we set our equation for PN equal to
4, 000.
log(2)
=N
12 log(1.005)
Approximating this to three decimal places, we obtain N = 11.581 . Thus, it will take about 11.581 years for the account to
double in value.
Note that your answer may come out slightly differently if you had evaluated the logs to decimals and rounded during your
calculations, but your answer should be close. For example, if you rounded log(2) to 0.301 and log(1.005) to 0.00217, then
your final answer would have been about 11.577 years.
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Example 7.7.2
If you invest $100 each month into an account earning 3% compounded monthly, how long will it take the account to grow to
$10,000?
Solution
This is a savings annuity problem since we are making regular deposits into the account.
The monthly deposit:
d = $100
3% annual rate:
r = 0.03
10000 =
0.03
( )
12
10000 =
(0.0025)
Divide by 12 log(1.0025)
log(1.25) = 12N log(1.0025)
log(1.25)
=N
12N log(1.0025)
Approximating to three decimal places, we get N = 7.447 years. Thus, it will take about 7.447 years to grow the account to
$10, 000.
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Try It Now 5
Joel is considering putting a $1,000 laptop purchase on his credit card, which has an interest rate of 12% compounded monthly.
How long will it take him to pay off the purchase if he makes payments of $30 a month?
1. I = $30 of interest
P0 = $500 principal
r = unknown
t = 1 month
Using I = P rt , we get 30 = 500 ⋅ r ⋅ 1 . Solving, we get r = 0.06, or
0 6% . Since the time was monthly, this is the monthly
interest. The annual rate would be 12 times this: 72% interest.
2. The daily deposit: d = $5
3% annual rate: r = 0.03
Since we’re doing daily deposits, we’ll compound daily: k = 365
We want the amount after 10 years: N = 10
365×10
0.03
5 ( (1 + ) − 1)
365
365
We would have deposited a total of $5 ⋅ 365 ⋅ 10 = $18250, so $3, 032.07is from interest
3. d = unknown
−20×1
0.04
d (1 − (1 + ) )
1
100000 =
0.04
Solving for d gives $7, 358.18each year that they can give in scholarships.
It is worth noting that usually donors instead specify that only interest is to be used for scholarship, which makes the original
donation last indefinitely. If this donor had specified that, $100, 000(0.04) = $4, 000a year would have been available.
4. d = unknown
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−2×12
0.16
d (1 − (1 + ) )
12
3000 =
0.16
12
1000 =
0.12
12
Solving for N gives 3.396. It will take about 3.4 years to pay off the purchase.
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7.8: Exercises
Skills
1. A friend lends you $200 for a week, which you agree to repay with 5% one-time interest. How much will you have to repay?
2. Suppose you obtain a $3,000 T-note with a 3% annual rate, paid quarterly, with maturity in 5 years. How much interest will you
earn?
3. A T-bill is a type of bond that is sold at a discount over the face value. For example, suppose you buy a 13-week T-bill with a
face value of $10,000 for $9,800. This means that in 13 weeks, the government will give you the face value, earning you $200.
What annual interest rate have you earned?
4. Suppose you are looking to buy a $5,000 face value 26-week T-bill. If you want to earn at least 1% annual interest, what is the
most you should pay for the T-bill?
5. You deposit $300 in an account earning 5% interest compounded annually. How much will you have in the account in 10 years?
6. How much will $1,000 deposited in an account earning 7% interest compounded annually be worth in 20 years?
7. You deposit $2,000 in an account earning 3% interest compounded monthly.
a. How much will you have in the account in 20 years?
b. How much interest will you earn?
8. You deposit $10,000 in an account earning 4% interest compounded monthly.
a. How much will you have in the account in 25 years?
b. How much interest will you earn?
9. How much would you need to deposit in an account now in order to have $6,000 in the account in 8 years? Assume the account
earns 6% interest compounded monthly.
10. How much would you need to deposit in an account now in order to have $20,000 in the account in 4 years? Assume the
account earns 5% interest.
11. You deposit $200 each month into an account earning 3% interest compounded monthly.
a. How much will you have in the account in 30 years?
b. How much total money will you put into the account?
c. How much total interest will you earn?
12. You deposit $1,000 each year into an account earning 8% compounded annually.
a. How much will you have in the account in 10 years?
b. How much total money will you put into the account?
c. How much total interest will you earn?
13. Jose has determined he needs to have $800,000 for retirement in 30 years. His account earns 6% interest.
a. How much would you need to deposit in the account each month?
b. How much total money will you put into the account?
c. How much total interest will you earn?
14. You wish to have $3,000 in 2 years to buy a fancy new stereo system. How much should you deposit each quarter into an
account paying 8% compounded quarterly?
15. You want to be able to withdraw $30,000 each year for 25 years. Your account earns 8% interest.
a. How much do you need in your account at the beginning?
b. How much total money will you pull out of the account?
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c. How much of that money is interest?
16. How much money will I need to have at retirement so I can withdraw $60,000 a year for 20 years from an account earning 8%
compounded annually?
a. How much do you need in your account at the beginning?
b. How much total money will you pull out of the account?
c. How much of that money is interest?
17. You have $500,000 saved for retirement. Your account earns 6% interest. How much will you be able to pull out each month, if
you want to be able to take withdrawals for 20 years?
18. Loren already knows that he will have $500,000 when he retires. If he sets up a payout annuity for 30 years in an account
paying 10% interest, how much could the annuity provide each month?
19. You can afford a $700 per month mortgage payment. You’ve found a 30-year loan at 5% interest.
a. How big of a loan can you afford?
b. How much total money will you pay the loan company?
c. How much of that money is interest?
20. Marie can afford a $250 per month car payment. She’s found a 5-year loan at 7% interest.
a. How expensive of a car can she afford?
b. How much total money will she pay the loan company?
c. How much of that money is interest?
21. You want to buy a $25,000 car. The company is offering a 2% interest rate for 48 months (4 years). What will your monthly
payments be?
22. You decide finance a $12,000 car at 3% compounded monthly for 4 years. What will your monthly payments be? How much
interest will you pay over the life of the loan?
23. You want to buy a $200,000 home. You plan to pay 10% as a down payment and take out a 30-year loan for the rest.
a. How much is the loan amount going to be?
b. What will your monthly payments be if the interest rate is 5%?
c. What will your monthly payments be if the interest rate is 6%?
24. Lynn bought a $300,000 house, paying 10% down, and financing the rest at 6% interest for 30 years.
a. Find her monthly payments.
b. How much interest will she pay over the life of the loan?
25. Emile bought a car for $24,000 three years ago. The loan had a 5-year term at 3% interest rate. How much does he still owe on
the car?
26. A friend bought a house 15 years ago, taking out a $120,000 mortgage at 6% for 30 years. How much does she still owe on the
mortgage?
27. Pat deposits $6,000 into an account earning 4% compounded monthly. How long will it take the account to grow to $10,000?
28. Kay is saving $200 a month into an account earning 5% interest. How long will it take her to save $20,000?
29. James has $3,000 in credit card debt, which charges 14% interest. How long will it take to pay off the card if he makes the
minimum payment of $60 a month?
30. Chris has saved $200,000 for retirement, and it is in an account earning 6% interest. If she withdraws $3,000 a month, how long
will the money last?
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Concepts
31. Suppose you invest $50 a month for 5 years into an account earning 8% compounded monthly. After 5 years, you leave the
money, without making additional deposits, in the account for another 25 years. How much will you have in the end?
32. Suppose you put off making investments for the first 5 years and instead made deposits of $50 a month for 25 years into an
account earning 8% compounded monthly. How much will you have in the end?
33. Mike plans to make contributions to his retirement account for 15 years. After the last contribution, he will start withdrawing
$10,000 a quarter for 10 years. Assuming Mike's account earns 8% compounded quarterly, how large must his quarterly
contributions be during the first 15 years, in order to accomplish his goal?
34. Kendra wants to be able to make withdrawals of $60,000 a year for 30 years after retiring in 35 years. How much will she have
to save each year up until retirement if her account earns 7% interest?
35. You have $2,000 to invest and want it to grow to $3,000 in two years. What interest rate would you need to find to make this
possible?
36. You have $5,000 to invest and want it to grow to $20,000 in ten years. What interest rate would you need to find to make this
possible?
37. You plan to save $600 a month for the next 30 years for retirement. What interest rate would you need to have $1,000,000 at
retirement?
38. You really want to buy a used car for $11,000, but can only afford $200 a month. What interest rate would you need to find to
be able to afford the car, assuming the loan is for 60 months?
Exploration
39. Payday loans are short-term loans that you take out against future paychecks: The company advances you money against a
future paycheck. Either visit a payday loan company or look one up online. Be forewarned that many companies do not make their
fees obvious, so you might need to do some digging or look at several companies.
a. Explain the general method by which the loan works.
b. We will assume that we need to borrow $500 and that we will pay back the loan in 14 days. Determine the total amount
that you would need to pay back and the effective loan rate. The effective loan rate is the percentage of the original loan
amount that you pay back. It is not the same as the APR (annual rate) that is probably published.
c. If you cannot pay back the loan after 14 days, you will need to get an extension for another 14 days. Determine the fees for
an extension, determine the total amount you will be paying for the now 28-day loan, and compute the effective loan rate.
40. Suppose that 10 years ago you bought a home for $110,000, paying 10% as a down payment, and financing the rest at 9%
interest for 30 years.
a. Let's consider your existing mortgage:
i. How much money did you pay as your down payment?
ii. How much money was your mortgage (loan) for?
iii. What is your current monthly payment?
iv. How much total interest will you pay over the life of the loan?
b. This year, you check your loan balance. Only part of your payments has been going to pay down the loan; the rest has been
going towards interest. You see that you still have $88,536 left to pay on your loan. Your house is now valued at $150,000.
i. How much of the loan have you paid off? (i.e., how much have you reduced the loan balance by? Keep in mind that
interest is charged each month - it's not part of the loan balance.)
ii. How much money have you paid to the loan company so far?
iii. How much interest have you paid so far?
iv. How much equity do you have in your home (equity is value minus remaining debt)
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c. Since interest rates have dropped, you consider refinancing your mortgage at a lower 6% rate.
i. If you took out a new 30-year mortgage at 6% for your remaining loan balance, what would your new monthly
payments be?
ii. How much interest will you pay over the life of the new loan?
d. Notice that if you refinance, you are going to be making payments on your home for another 30 years. In addition to the 10
years you've already been paying, that's a total of 40 years.
i. How much will you save each month because of the lower monthly payment?
ii. How much total interest will you be paying (you need to consider the amount from 2c and 3b)
iii. Does it make sense to refinance? (there isn't a correct answer to this question. Just give your opinion and your
reason)
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CHAPTER OVERVIEW
Thumbnail: A visual representation of the sampling process. (CC BY-SA 4.0; Dan Kernler/modified by LibreTexts via Wikipedia)
1
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2
8.1: Populations and Samples
Before we begin gathering and analyzing data we need to characterize the population we are studying. If we want to study the
amount of money spent on textbooks by a typical first-year college student, our population might be all first-year students at your
college. Or it might be:
All first-year community college students in the state of Washington.
All first-year students at public colleges and universities in the state of Washington.
All first-year students at all colleges and universities in the state of Washington.
All first-year students at all colleges and universities in the entire United States.
And so on.
Definition: Population
The population of a study is the group the collected data is intended to describe.
Sometimes the intended population is called the target population since if we design our study badly, the collected data might not
actually be representative of the intended population.
Why is it important to specify the population? We might get different answers to our question as we vary the population we are
studying. First-year students at the University of Washington might take slightly more diverse courses than those at your college,
and some of these courses may require less popular textbooks that cost more; or, on the other hand, the University Bookstore might
have a larger pool of used textbooks, reducing the cost of these books to the students. Whichever the case (and it is likely that some
combination of these and other factors are in play), the data we gather from your college will probably not be the same as that from
the University of Washington. Particularly when conveying our results to others, we want to be clear about the population we are
describing with our data.
Example 8.1.1
A newspaper website contains a poll asking people their opinion on a recent news article. What is the population?
Solution
While the target (intended) population may have been all people, the real population of the survey is readers of the website.
If we were able to gather data on every member of our population, say the average (we will define "average" more carefully in a
subsequent section) amount of money spent on textbooks by each first-year student at your college during the 2009-2010 academic
year, the resulting number would be called a parameter.
Definition: Parameter
A parameter is a value (average, percentage, etc.) calculated using all the data from a population.
We seldom see parameters, however, since surveying an entire population is usually very time-consuming and expensive, unless the
population is very small or we already have the data collected.
Definition: Census
You are probably familiar with two common censuses: the official government Census that attempts to count the population of the
U.S. every ten years, and voting, which asks the opinion of all eligible voters in a district. The first of these demonstrates one
additional problem with a census: the difficulty in finding and getting participation from everyone in a large population, which can
bias, or skew, the results.
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There are occasionally times when a census is appropriate, usually when the population is fairly small. For example, if the manager
of Starbucks wanted to know the average number of hours her employees worked last week, she should be able to pull up payroll
records or ask each employee directly.
Since surveying an entire population is often impractical, we usually select a sample to study;
Definition: Sample
A sample is a smaller subset of the entire population, ideally one that is fairly representative of the whole population.
We discuss sampling methods in greater detail in a later section. For now, let us assume that samples are chosen in an appropriate
manner. If we survey a sample, say 100 first-year students at your college, and find the average amount of money spent by these
students on textbooks, the resulting number is called a statistic.
Definition: Statistic
A statistic is a value (average, percentage, etc.) calculated using the data from a sample.
Example 8.1.2
A researcher wanted to know how citizens of Tacoma felt about a voter initiative. To study this, she goes to the Tacoma Mall
and randomly selects 500 shoppers and asks them their opinion. 60% indicate they are supportive of the initiative. What is the
sample and population? Is the 60% value a parameter or a statistic?
Solution
The sample is the 500 shoppers questioned. The population is less clear. While the intended population of this survey was
Tacoma citizens, the effective population was mall shoppers. There is no reason to assume that the 500 shoppers questioned
would be representative of all Tacoma citizens.
The 60% value was based on the sample, so it is a statistic.
Try It Now 1
To determine the average length of trout in a lake, researchers catch 20 fish and measure them. What is the sample and
population in this study?
Try It Now 2
A college reports that the average age of their students is 28 years old. Is this a statistic or a parameter?
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8.2: Categorizing Data
Once we have gathered data, we might wish to classify it. Roughly speaking, data can be classified as categorical data or
quantitative data.
Example 8.2.1
We might conduct a survey to determine the name of the favorite movie that each person in a math class saw in a movie
theater.
When we conduct such a survey, the responses would look like: Finding Nemo, The Hulk, or Terminator 3: Rise of the
Machines. We might count the number of people who give each answer, but the answers themselves do not have any numerical
values: we cannot perform computations with an answer like "Finding Nemo". This would be categorical data.
Example 8.2.2
A survey could ask the number of movies you have seen in a movie theater in the past 12 months (0, 1, 2, 3, 4, ...).
This would be quantitative data.
Other examples of quantitative data would be the running time of the movie you saw most recently (104 minutes, 137 minutes, 104
minutes, ...) or the amount of money you paid for a movie ticket the last time you went to a movie theater ($5.50, $7.75, $9, ...).
Sometimes, determining whether or not data is categorical or quantitative can be a bit trickier.
Example 8.2.3
Suppose we gather respondents’ ZIP codes in a survey to track their geographical location.
ZIP codes are numbers, but we can’t do any meaningful mathematical calculations with them (it doesn’t make sense to say that
98036 is “twice” 49018 — that’s like saying that Lynnwood, WA is “twice” Battle Creek, MI, which doesn’t make sense at
all), so ZIP codes are really categorical data.
Example 8.2.4
A survey about the movie you most recently attended includes the question "How would you rate the movie you just saw?"
with these possible answers:
1 - it was awful
2 - it was just OK
3 - I liked it
4 - it was great
5 - best movie ever!
Again, there are numbers associated with the responses, but we can’t really do any calculations with them: a movie that rates a
4 is not necessarily twice as good as a movie that rates a 2, whatever that means; if two people see the movie and one of them
thinks it stinks and the other thinks it's the best ever it doesn't necessarily make sense to say that "on average they liked it."
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As we study movie-going habits and preferences, we shouldn’t forget to specify the population under consideration. If we survey 3-
7 year olds the runaway favorite might be Finding Nemo, and 13-17 year-olds might prefer Terminator 3, and 33-37 year-olds
might prefer...well, Finding Nemo.
Try It Now 3
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8.3: Sampling Methods
As we mentioned in a previous section, the first thing we should do before conducting a survey is to identify the population that we
want to study. Suppose we are hired by a politician to determine the amount of support he has among the electorate should he
decide to run for another term. What population should we study? Every person in the district? Not every person is eligible to vote,
and regardless of how strongly someone likes or dislikes the candidate, they don’t have much to do with him being re-elected if
they are not able to vote.
What about eligible voters in the district? That might be better, but if someone is eligible to vote but does not register by the
deadline, they won’t have any say in the election either. What about registered voters? Many people are registered but choose not to
vote. What about "likely voters?"
This is the criteria used in much political polling, but it is sometimes difficult to define a "likely voter." Is it someone who voted in
the last election? In the last general election? In the last presidential election? Should we consider someone who just turned 18 a
"likely voter?" They weren’t eligible to vote in the past, so how do we judge the likelihood that they will vote in the next election?
In November 1998, former professional wrestler Jesse "The Body" Ventura was elected governor of Minnesota. Up until right
before the election, most polls showed he had little chance of winning. There were several contributing factors to the polls not
reflecting the actual intent of the electorate:
Ventura was running on a third-party ticket and most polling methods are better suited to a two-candidate race.
Many respondents to polls may have been embarrassed to tell pollsters that they were planning to vote for a professional
wrestler.
The mere fact that the polls showed Ventura had little chance of winning might have prompted some people to vote for him in
protest to send a message to the major-party candidates.
But one of the major contributing factors was that Ventura recruited a substantial amount of support from young people,
particularly college students, who had never voted before and who registered specifically to vote in the gubernatorial election. The
polls did not deem these young people likely voters (since in most cases young people have a lower rate of voter registration and a
turnout rate for elections) and so the polling samples were subject to sampling bias: they omitted a portion of the electorate that
was weighted in favor of the winning candidate.
So even identifying the population can be a difficult job, but once we have identified the population, how do we choose an
appropriate sample? Remember, although we would prefer to survey all members of the population, this is usually impractical
unless the population is very small, so we choose a sample. There are many ways to sample a population, but there is one goal we
need to keep in mind: we would like the sample to be representative of the population.
Returning to our hypothetical job as a political pollster, we would not anticipate very accurate results if we drew all of our samples
from among the customers at a Starbucks, nor would we expect that a sample drawn entirely from the membership list of the local
Elks club would provide a useful picture of district-wide support for our candidate.
One way to ensure that the sample has a reasonable chance of mirroring the population is to employ randomness. The most basic
random method is simple random sampling
A random sample is where each member of the population has an equal probability of being chosen.
A simple random sample is where every member of the population and any group of members has an equal probability of
being chosen.
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Example 8.3.1
If we could somehow identify all likely voters in the state, put each of their names on a piece of paper, toss the slips into a
(very large) hat and draw 1,000 slips out of the hat, we would have a simple random sample.
In practice, computers are better suited for this sort of endeavor than millions of slips of paper and extremely large headgear.
It is always possible, however, that even a random sample might end up not being totally representative of the population. If we
repeatedly take samples of 1,000 people from among the population of likely voters in the state of Washington, some of these
samples might tend to have a slightly higher percentage of Democrats (or Republicans) than does the general population; some
samples might include more older people and some samples might include more younger people; etc. In most cases, this sampling
variability is not significant.
To help account for variability, pollsters might instead use a stratified sample.
In stratified sampling, a population is divided into a number of subgroups (or strata). Random samples are then taken from
each subgroup with sample sizes proportional to the size of the subgroup in the population.
Example 8.3.2
Suppose in a particular state that previous data indicated that the electorate was comprised of 39% Democrats, 37%
Republicans and 24% independents. In a sample of 1,000 people, they would then expect to get about 390 Democrats, 370
Republicans and 240 independents. To accomplish this, they could randomly select 390 people from among those voters
known to be Democrats, 370 from those known to be Republicans, and 240 from those with no party affiliation.
Stratified sampling can also be used to select a sample with people in desired age groups, a specified mix ratio of males and
females, etc. A variation on this technique is called quota sampling.
Quota sampling is a variation on stratified sampling, wherein samples are collected in each subgroup until the desired quota is
met.
Example 8.3.3
Suppose the pollsters call people at random, but once they have met their quota of 390 Democrats, they only gather people who
do not identify themselves as a Democrat.
You may have had the experience of being called by a telephone pollster who started by asking you your age, income, etc. and then
thanked you for your time and hung up before asking any “real” questions. Most likely, they already had contacted enough people
in your demographic group and were looking for people who were older or younger, richer or poorer, etc. Quota sampling is
usually a bit easier than stratified sampling but also does not ensure the same level of randomness.
Another sampling method is cluster sampling, in which the population is divided into groups, and one or more groups are
randomly selected to be in the sample.
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Definition: Cluster Sampling
In cluster sampling, the population is divided into subgroups (clusters), and a set of subgroups are selected to be in the sample
Example 8.3.4
For example, if the college wanted to survey students, since students are already divided into classes, they could randomly
select 10 classes and give the survey to all the students just in those classes. The classes are the clusters, and we can randomly
select clusters (classes in this case) to survey
Example 8.3.5
To select a sample using systematic sampling, a pollster calls every 100th name in the phone book.
Systematic sampling is not as random as a simple random sample (if your name is Albert Aardvark and your sister Alexis
Aardvark is right after you in the phone book, there is no way you could both end up in the sample), but it can yield acceptable
samples.
Perhaps the worst types of sampling methods are convenience samples and voluntary response samples.
Example 8.3.6
A pollster stands on a street corner and interviews the first 100 people who agree to speak to him. This is a convenience
sample.
Example 8.3.7
A website has a survey asking readers to give their opinion on a tax proposal. This is a self-selected sample, or voluntary
response sample, in which respondents volunteer to participate.
Usually, voluntary response samples are skewed towards people who have a particularly strong opinion about the subject of the
survey or who just have way too much time on their hands and enjoy taking surveys.
Try It Now 4
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e. To survey voters in a town, a polling company randomly selects 10 city blocks, and interviews everyone who lives on those
blocks.
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8.4: How To Mess Things Up
There are numbers of ways that a study can be ruined before you even start collecting data. The first we have already explored –
sampling or selection bias, which is when the sample is not representative of the population. One example of this is voluntary
response bias, which is the bias introduced by only collecting data from those who volunteer to participate. This is not the only
potential source of bias.
Sources of Bias
Sampling bias – when the sample is not representative of the population
Voluntary response bias – the sampling bias that often occurs when the sample is volunteers
Self-interest study – bias that can occur when the researchers have an interest in the outcome
Response bias – when the responder gives inaccurate responses for any reason
Perceived lack of anonymity – when the responder fears giving an honest answer might negatively affect them
Loaded questions – when the question wording influences the responses
Non-response bias – when people refusing to participate in the study can influence the validity of the outcome
Example 8.4.1
Consider a recent study which found that chewing gum may raise math grades in teenagers [1]. This study was conducted by
the Wrigley Science Institute, a branch of the Wrigley chewing gum company. This is an example of a self-interest study; one
in which the researches have a vested interest in the outcome of the study. While this does not necessarily ensure that the study
was biased, it certainly suggests that we should subject the study to extra scrutiny.
Example 8.4.2
A survey asks people “when was the last time you visited your doctor?” This might suffer from response bias since many
people might not remember exactly when they last saw a doctor and give inaccurate responses.
Sources of response bias may be innocent, such as bad memory, or as intentional as pressuring by the pollster. Consider, for
example, how many voting initiative petitions people sign without even reading them
Example 8.4.3
A survey asks participants a question about their interactions with members of other races. Here, a perceived lack of
anonymity could influence the outcome. The respondent might not want to be perceived as racist even if they are, and give an
untruthful answer.
Example 8.4.4
An employer puts out a survey asking their employees if they have a drug abuse problem and need treatment help. Here,
answering truthfully might have consequences; responses might not be accurate if the employees do not feel their responses are
anonymous or fear retribution from their employer.
Example 8.4.5
A survey asks “do you support funding research of alternative energy sources to reduce our reliance on high-polluting fossil
fuels?” This is an example of a loaded or leading question – questions whose wording leads the respondent towards an
answer.
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Loaded questions can occur intentionally by pollsters with an agenda, or accidentally through poor question-wording. Also, a
concern is question order, where the order of questions changes the results. A psychology researcher provides an example [2]:
“My favorite finding is this: we did a study where we asked students, ‘How satisfied are you with your life? How often do you
have a date?’ The two answers were not statistically related - you would conclude that there is no relationship between dating
frequency and life satisfaction. But when we reversed the order and asked, ‘How often do you have a date? How satisfied are you
with your life?’ the statistical relationship was a strong one. You would now conclude that there is nothing as important in a
student’s life as dating frequency.”
Example 8.4.6
A telephone poll asks the question “Do you often have time to relax and read a book?”, and 50% of the people called refused to
answer the survey. It is unlikely that the results will be representative of the entire population. This is an example of non-
response bias, introduced by people refusing to participate in a study or dropping out of an experiment. When people refuse to
participate, we can no longer be so certain that our sample is representative of the population.
Try It Now 5
Notes:
1. Reuters. http://news.yahoo.com/s/nm/20090423/od_uk_nm/oukoe_uk_gum_learning. Retrieved 4/27/09
2. Swartz, Norbert. http://www.umich.edu/~newsinfo/MT/01/Fal01/mt6f01.html. Retrieved 3/31/2009
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detailed edit history is available upon request.
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8.5: Experiments
So far, we have primarily discussed observational studies – studies in which conclusions would be drawn from observations of a
sample or the population. In some cases, these observations might be unsolicited, such as studying the percentage of cars that turn
right at a red light even when there is a “no turn on red” sign. In other cases, the observations are solicited, like in a survey or a
poll.
In contrast, it is common to use experiments when exploring how subjects react to an outside influence. In an experiment, some
kind of treatment is applied to the subjects and the results are measured and recorded.
Example 8.5.1
a. A pharmaceutical company tests a new medicine for treating Alzheimer’s disease by administering the drug to 50 elderly
patients with recent diagnoses. The treatment here is the new drug.
b. A gym tests out a new weight loss program by enlisting 30 volunteers to try out the program. The treatment here is the new
program.
c. You test a new kitchen cleaner by buying a bottle and cleaning your kitchen. The new cleaner is the treatment.
d. A psychology researcher explores the effect of music on temperament by measuring people’s temperament while listening to
different types of music. The music is the treatment.
Try It Now 6
Is each scenario describing an observational study or an experiment?
a. The weights of 30 randomly selected people are measured
b. Subjects are asked to do 20 jumping jacks, and then their heart rates are measured
c. Twenty coffee drinkers and twenty tea drinkers are given a concentration test
Example 8.5.2
Suppose a middle school (junior high) finds that their students are not scoring well on the state’s standardized math test. They
decide to run an experiment to see if an alternate curriculum would improve scores. To run the test, they hire a math specialist
to come in and teach a class using the new curriculum. To their delight, they see an improvement in test scores.
The difficulty with this scenario is that it is not clear whether the curriculum is responsible for the improvement, or whether the
improvement is due to a math specialist teaching the class. This is called confounding – when it is not clear which factor or factors
caused the observed effect. Confounding is the downfall of many experiments, though sometimes it is hidden.
Definition: Confounding
Confounding occurs when there are two potential variables that could have caused the outcome and it is not possible to
determine which actually caused the result.
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Example 8.5.3
A drug company study about a weight loss pill might report that people lost an average of 8 pounds while using their new drug.
However, in the fine print you find a statement saying that participants were encouraged to also diet and exercise. It is not clear
in this case whether the weight loss is due to the pill, to diet and exercise, or a combination of both. In this case confounding
has occurred.
Example 8.5.4
Researchers conduct an experiment to determine whether students will perform better on an arithmetic test if they listen to
music during the test. They first give the student a test without music, then give a similar test while the student listens to music.
In this case, the student might perform better on the second test, regardless of the music, simply because it was the second test
and they were warmed up.
There are a number of measures that can be introduced to help reduce the likelihood of confounding. The primary measure is to use
a control group.
When using a control group, the participants are divided into two or more groups, typically a control group and a treatment
group. The treatment group receives the treatment being tested; the control group does not receive the treatment.
Ideally, the groups are otherwise as similar as possible, isolating the treatment as the only potential source of difference between
the groups. For this reason, the method of dividing groups is important. Some researchers attempt to ensure that the groups have
similar characteristics (same number of females, same number of people over 50, etc.), but it is nearly impossible to control for
every characteristic. Because of this, random assignment is very commonly used.
Example 8.5.5
To determine if a two-day prep course would help high school students improve their scores on the SAT test, a group of
students was randomly divided into two subgroups. The first group, the treatment group, was given a two-day prep course. The
second group, the control group, was not given the prep course. Afterwards, both groups were given the SAT.
Example 8.5.6
A company testing a new plant food grows two crops of plants in adjacent fields, the treatment group receiving the new plant
food and the control group not. The crop yield would then be compared. By growing them at the same time in adjacent fields,
they are controlling for weather and other confounding factors.
Sometimes not giving the control group anything does not completely control for confounding variables. For example, suppose a
medicine study is testing a new headache pill by giving the treatment group the pill and the control group nothing. If the treatment
group showed improvement, we would not know whether it was due to the medicine in the pill, or a response to have taken any
pill. This is called a placebo effect.
The placebo effect is when the effectiveness of a treatment is influenced by the patient’s perception of how effective they think
the treatment will be, so a result might be seen even if the treatment is ineffectual.
Example 8.5.7
A study found that when doing painful dental tooth extractions, patients told they were receiving a strong painkiller while
actually receiving a saltwater injection found as much pain relief as patients receiving a dose of morphine [3].
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To control the placebo effect, a placebo, or dummy treatment, is often given to the control group. This way, both groups are truly
identical except for the specific treatment given.
In some cases, it is more appropriate to compare to a conventional treatment than a placebo. For example, in a cancer research
study, it would not be ethical to deny any treatment to the control group or to give a placebo treatment. In this case, the currently
acceptable medicine would be given to the second group, called a comparison group in this case. In our SAT test example, the
non-treatment group would most likely be encouraged to study on their own, rather than be asked to not study at all, to provide a
meaningful comparison.
When using a placebo, it would defeat the purpose if the participant knew they were receiving the placebo.
A blind study is one in which the participant does not know whether or not they are receiving the treatment or a placebo.
A double-blind study is one in which those interacting with the participants don’t know who is in the treatment group and
who is in the control group.
Example 8.5.8
In a study about anti-depression medicine, you would not want the psychological evaluator to know whether the patient is in
the treatment or control group either, as it might influence their evaluation, so the experiment should be conducted as a double-
blind study.
Example 8.5.9
If a researcher is testing whether a new fabric can withstand fire, she simply needs to torch multiple samples of the fabric –
there is no need for a control group.
Try It Now 7
To test a new lie detector, two groups of subjects are given the new test. One group is asked to answer all the questions
truthfully, and the second group is asked to lie on one set of questions. The person administering the lie detector test does not
know what group each subject is in.
Does this experiment have a control group? Is it blind, double-blind, or neither?
1. The sample is the 20 fish. The population is all fish in the lake. The sample may be somewhat unrepresentative of the
population since not all fish may be large enough to catch the bait.
2. This is a parameter, since the college would have access to data on all students (the population)
3. a. Categorical.
b. Quantitative
c. Quantitative
4. a. Systematic
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b. Stratified or Quota
c. Voluntary response
d. Simple random
e. Cluster
5. a. Response bias – historically, men are likely to over-report, and women are likely to under-report to this question.
b. Voluntary response bias – the sample is self-selected
c. Sampling bias – the sample may not be representative of the whole class
d. Lack of anonymity
e. Self-interest study
f. Loaded question
6. a. Observational study
b. Experiment; the treatment is the jumping jacks
c. Experiment; the treatments are coffee and tea
7. The truth-telling group could be considered the control group, but really both groups are treatment groups here, since it is
important for the lie detector to be able to correctly identify lies, and also not identify truth-telling as lying. This study is blind
since the person running the test does not know what group each subject is in.
Notes:
3. Levine JD, Gordon NC, Smith R, Fields HL. (1981) Analgesic responses to morphine and placebo in individuals with
postoperative pain. Pain. 10:379-89.
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8.6: Exercises
Skills
1. A political scientist surveys 28 of the current 106 representatives in a state’s congress. Of them, 14 said they were supporting a
new education bill, 12 said there were not supporting the bill, and 2 were undecided.
a. What is the population of this survey?
b. What is the size of the population?
c. What is the size of the sample?
d. Give the sample statistic for the proportion of voters surveyed who said they were supporting the education bill.
e. Based on this sample, we might expect how many of the representatives to support the education bill?
2. The city of Raleigh has 9500 registered voters. There are two candidates for city council in an upcoming election: Brown and
Feliz. The day before the election, a telephone poll of 350 randomly selected registered voters was conducted. 112 said they’d vote
for Brown, 207 said they’d vote for Feliz, and 31 were undecided.
a. What is the population of this survey?
b. What is the size of the population?
c. What is the size of the sample?
d. Give the sample statistic for the proportion of voters surveyed who said they’d vote for Brown.
e. Based on this sample, we might expect how many of the 9500 voters to vote for Brown?
3. Identify the most relevant source of bias in this situation: A survey asks the following: Should the mall prohibit loud and
annoying rock music in clothing stores catering to teenagers?
4. Identify the most relevant source of bias in this situation: To determine opinions on voter support for a downtown renovation
project, a surveyor randomly questions people working in downtown businesses.
5. Identify the most relevant source of bias in this situation: A survey asks people to report their actual income and the income they
reported on their IRS tax form.
6. Identify the most relevant source of bias in this situation: A survey randomly calls people from the phone book and asks them to
answer a long series of questions.
7. Identify the most relevant source of bias in this situation: A survey asks the following: Should the death penalty be permitted if
innocent people might die?
8. Identify the most relevant source of bias in this situation: A study seeks to investigate whether a new pain medication is safe to
market to the public. They test by randomly selecting 300 men from a set of volunteers.
9. In a study, you ask the subjects their age in years. Is this data qualitative or quantitative?
10. In a study, you ask the subjects their gender. Is this data qualitative or quantitative?
11. Does this describe an observational study or an experiment: The temperature on randomly selected days throughout the year
was measured.
12. Does this describe an observational study or an experiment? A group of students are told to listen to music while taking a test
and their results are compared to a group not listening to music.
13. In a study, the sample is chosen by separating all cars by size, and selecting 10 of each size grouping. What is the sampling
method?
14. In a study, the sample is chosen by writing everyone’s name on a playing card, shuffling the deck, then choosing the top 20
cards. What is the sampling method?
15. A team of researchers is testing the effectiveness of a new HPV vaccine. They randomly divide the subjects into two groups.
Group 1 receives new HPV vaccine, and Group 2 receives the existing HPV vaccine. The patients in the study do not know which
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group they are in.
a. Which is the treatment group?
b. Which is the control group (if there is one)?
c. Is this study blind, double-blind, or neither?
d. Is this best described as an experiment, a controlled experiment, or a placebo controlled experiment?
16. For the clinical trials of a weight loss drug containing Garcinia cambogia the subjects were randomly divided into two groups.
The first received an inert pill along with an exercise and diet plan, while the second received the test medicine along with the same
exercise and diet plan. The patients do not know which group they are in, nor do the fitness and nutrition advisors.
a. Which is the treatment group?
b. Which is the control group (if there is one)?
c. Is this study blind, double-blind, or neither?
d. Is this best described as an experiment, a controlled experiment, or a placebo controlled experiment?
Concepts
17. A teacher wishes to know whether the males in his/her class have more conservative attitudes than the females. A questionnaire
is distributed assessing attitudes.
a. Is this a sampling or a census?
b. Is this an observational study or an experiment?
c. Are there any possible sources of bias in this study?
18. A study is conducted to determine whether people learn better with spaced or massed practice. Subjects volunteer from an
introductory psychology class. At the beginning of the semester 12 subjects volunteer and are assigned to the massed-practice
group. At the end of the semester 12 subjects volunteer and are assigned to the spacedpractice condition.
a. Is this a sampling or a census?
b. Is this an observational study or an experiment?
c. This study involves two kinds of non-random sampling: (1) Subjects are not randomly sampled from some specified
population and (2) Subjects are not randomly assigned to groups. Which problem is more serious? What affect on the results
does each have?
19. A farmer believes that playing Barry Manilow songs to his peas will increase their yield. Describe a controlled experiment the
farmer could use to test his theory.
20. A sports psychologist believes that people are more likely to be extroverted as adults if they played team sports as children.
Describe two possible studies to test this theory. Design one as an observational study and the other as an experiment. Which is
more practical?
Exploration
21. Studies are often done by pharmaceutical companies to determine the effectiveness of a treatment program. Suppose that a new
AIDS antibody drug is currently under study. It is given to patients once the AIDS symptoms have revealed themselves. Of interest
is the average length of time, in months, patients live once starting the treatment. Two researchers each follow a different set of 50
AIDS patients from the start of treatment until their deaths.
a. What is the population of this study?
b. List two reasons why the data may differ.
c. Can you tell if one researcher is correct and the other one is incorrect? Why?
d. Would you expect the data to be identical? Why or why not?
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e. If the first researcher collected her data by randomly selecting 40 states, then selecting 1 person from each of those states.
What sampling method is that?
f. If the second researcher collected his data by choosing 40 patients he knew. What sampling method would that researcher
have used? What concerns would you have about this data set, based upon the data collection method?
22. Find a newspaper or magazine article, or the online equivalent, describing the results of a recent study (the results of a poll are
not sufficient). Give a summary of the study’s findings, then analyze whether the article provided enough information to determine
the validity of the conclusions. If not, produce a list of things that are missing from the article that would help you determine the
validity of the study. Look for the things discussed in the text: population, sample, randomness, blind, control, placebos, etc.
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CHAPTER OVERVIEW
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1
9.1: Presenting Categorical Data Graphically
Categorical, or qualitative, data are pieces of information that allow us to classify the objects under investigation into various
categories. We usually begin working with categorical data by summarizing the data into a frequency table.
Example 9.1.1
An insurance company determines vehicle insurance premiums based on known risk factors. If a person is considered a higher
risk, their premiums will be higher. One potential factor is the color of your car. The insurance company believes that people
with some color cars are more likely to get in accidents. To research this, they examine police reports for recent total-loss
collisions. The data is summarized in the frequency table below.
Color Frequency
Blue 25
Green 52
Red 41
White 36
Black 39
Grey 23
Sometimes we need an even more intuitive way of displaying data. This is where charts and graphs come in. There are many, many
ways of displaying data graphically, but we will concentrate on one very useful type of graph called a bar graph. In this section, we
will work with bar graphs that display categorical data; the next section will be devoted to graphs that display quantitative data.
To construct a bar graph, we need to draw a vertical axis and a horizontal axis. The vertical direction will have a scale and measure
the frequency of each category; the horizontal axis has no scale in this instance, but only the names of each category. The
construction of a bar chart is most easily described by use of an example.
Example 9.1.2
Using our car data from above, note the highest frequency is 52, so our vertical axis needs to go from 0 to 52, but we might as
well use 0 to 55, so that we can put a hash mark every 5 units:
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Notice that the height of each bar is determined by the frequency of the corresponding color. The horizontal gridlines are a nice
touch, but not necessary. In practice, you will find it useful to draw bar graphs using graph paper, so the gridlines will already be in
place, or using technology. Instead of gridlines, we might also list the frequencies at the top of each bar, like this:
In this case, our chart might benefit from being reordered from largest to smallest frequency values. This arrangement can make it
easier to compare similar values in the chart, even without gridlines. When we arrange the categories in decreasing frequency order
like this, it is called a Pareto chart.
Example 9.1.3
Transforming our bar graph from earlier into a Pareto chart, we get:
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Example 9.1.4
In a survey [1], adults were asked whether they personally worried about a variety of environmental concerns. The numbers
(out of 1012 surveyed) who indicated that they worried “a great deal” about some selected concerns are summarized below.
A pie chart is a circle with wedges cut of varying sizes marked out like slices of pie or pizza. The relative sizes of the wedges
correspond to the relative frequencies of the categories.
Example 9.1.5
For our vehicle color data, a pie chart might look like this:
Pie charts can often benefit from including frequencies or relative frequencies (percents) in the chart next to the pie slices.
Often, having the category names next to the pie slices also makes the chart clearer.
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Example 9.1.6
The pie chart to the right shows the percentage of voters supporting each candidate running for a local senate seat.
If there are 20,000 voters in the district, the pie chart shows that about 11% of those, about 2,200 voters, support Reeves.
Pie charts look nice but are harder to draw by hand than bar charts since to draw them accurately we would need to compute the
angle each wedge cuts out of the circle, then measure the angle with a protractor. Computers are much better suited to drawing pie
charts. Common software programs like Microsoft Word or Excel, OpenOffice.org Write or Calc, or Google Docs are able to create
bar graphs, pie charts, and other graph types. There are also numerous online tools that can create graphs [2].
Try It Now 1
Create a bar graph and a pie chart to illustrate the grades on a history exam below.
A: 12 students,
B: 19 students,
C: 14 students,
D: 4 students,
F: 5 students
Don’t get fancy with graphs! People sometimes add features to graphs that don’t help to convey their information. For example, 3-
dimensional bar charts like the one shown below are usually not as effective as their two-dimensional counterparts.
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Here is another way that fanciness can lead to trouble. Instead of plain bars, it is tempting to substitute meaningful images. This
type of graph is called a pictogram.
Definition: Pictogram
A pictogram is a statistical graphic in which the size of the picture is intended to represent the frequencies or size of the values
being represented.
Example 9.1.7
A labor union might produce the graph to the right to show the difference between the average manager salary and the average
worker salary.
Looking at the picture, it would be reasonable to guess that the manager salaries is 4 times as large as the worker salaries – the
area of the bag looks about 4 times as large. However, the manager salaries are in fact only twice as large as worker salaries,
which were reflected in the picture by making the manager bag twice as tall.
Another distortion in bar charts results from setting the baseline to a value other than zero. The baseline is the bottom of the vertical
axis, representing the least number of cases that could have occurred in a category. Normally, this number should be zero.
Example 9.1.8
Compare the two graphs below showing support for same-sex marriage rights from a poll taken in December 2008 [3]. The
difference in the vertical scale on the first graph suggests a different story than the true differences in percentages; the second
graph makes it look like twice as many people oppose marriage rights as support it.
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Try It Now 2
A poll was taken asking people if they agreed with the positions of the 4 candidates for a county office. Does the pie chart
present a good representation of this data? Explain.
Notes:
1. Gallup Poll. March 5-8, 2009. http://www.pollingreport.com/enviro.htm
2. For example: http://nces.ed.gov/nceskids/createAgraph/ or http://docs.google.com
3. CNN/Opinion Research Corporation Poll. Dec 19-21, 2008, from http://www.pollingreport.com/civil.htm
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9.2: Presenting Quantitative Data Graphically
Quantitative, or numerical, data can also be summarized into frequency tables.
Example 9.2.1
A teacher records scores on a 20-point quiz for the 30 students in his class. The scores are
19 20 18 18 17 18 19 17 20 18 20 16 20 15 17 12 18 19 18 19 17 20 18 16 15 18 20 5 0 0
These scores could be summarized into a frequency table by grouping like values:
Score Frequency
0 2
5 1
12 1
15 2
16 2
17 4
18 8
19 4
20 6
Using this table, it would be possible to create a standard bar chart from this summary, like we did for categorical data:
However, since the scores are numerical values, this chart doesn’t really make sense; the first and second bars are five values apart,
while the later bars are only one value apart. It would be more correct to treat the horizontal axis as a number line. This type of
graph is called a histogram.
Definition: Histogram
A histogram is a graphical representation of quantitative data. The horizontal axis is a number line.
Example 9.2.2
For the values above, a histogram would look like:
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Notice that, in the histogram, a bar represents values on the horizontal axis
from that on the left-hand side of the bar up to, but not including, the
value on the right-hand side of the bar. Some people choose to have bars
1
start at values to avoid this ambiguity.
2
Class intervals are groupings of the data. In general, we define class intervals so that
Each interval is equal in size. For example, if the first class contains values from 120-129, the second class should include
values from 130-139.
Each interval has a lower limit and an upper limit, e.g., for interval 120-129, 120 is the lower limit and 129 is the upper
limit.
The class width is the difference between two consecutive lower limits.
The class width is the same for every interval in the frequency table.
We have somewhere between 5 and 20 classes, typically, depending upon the number of data we’re working with.
Example 9.2.3
Suppose that we have collected weights from 100 male subjects as part of a nutrition study. For our weight data, we have
values ranging from a low of 121 pounds to a high of 263 pounds, giving a total span of 263 − 121 = 142. We could create 7
intervals with a width of around 20, 14 intervals with a width of around 10, or somewhere in between. Oftentimes, we have to
experiment with a few possibilities to find something that represents the data well. Let us try using an interval width of 15. We
could start at 121, or at 120 since it is a nice round number.
Interval Frequency
120-134 4
135-149 14
150-164 16
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Interval Frequency
165-189 28
180-194 12
195-209 8
210-224 7
225-239 6
240-254 2
255-269 3
Notice, the class width is 15 since 150 − 135 = 15 , 165 − 150 = 15 , and so on.
A histogram of this data would look like:
In many software packages, you can create a graph similar to a histogram by putting the class intervals as the labels on a bar chart.
Other graph types such as pie charts are possible for quantitative data. The usefulness of different graph types will vary depending
upon the number of intervals and the type of data being represented. For example, a pie chart of our weight data is difficult to read
because of the quantity of intervals we used.
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Try It Now 3
The total cost of textbooks for the term was collected from 36 students. Create a histogram for this data.
$140 $160 $160 $165 $180 $220 $235 $240 $250 $260 $280 $285
$285 $285 $290 $300 $300 $305 $310 $310 $315 $315 $320 $320
$330 $340 $345 $350 $355 $360 $360 $380 $395 $420 $460 $460
When collecting data to compare two groups, it is desirable to create a graph that compares quantities.
Example 9.2.4
The data below came from a task in which the goal is to move a computer mouse to a target on the screen as fast as possible.
On 20 of the trials, the target was a small rectangle; on the other 20, the target was a large rectangle. Time to reach the target
was recorded on each trial.
300-399 0 0
400-499 1 5
500-599 3 10
600-699 6 5
700-799 5 0
800-899 4 0
900-999 0 0
1000-1099 1 0
1100-1199 0 0
One option to represent this data would be a comparative histogram or bar chart, in which bars for the small target group and
large target group are placed next to each other.
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Definition: Frequency Polygon
An alternative representation is a frequency polygon. A frequency polygon starts out like a histogram, but instead of drawing
a bar, a point is placed in the midpoint of each interval at height equal to the frequency. The midpoint of an interval is
lower limit2 − lower limit1
Typically, the points are connected with straight lines to emphasize the distribution of the data.
Example 9.2.5
This graph makes it easier to see that reaction times were generally shorter for the larger target, and that the reaction times for
the smaller target were more spread out.
This page titled 9.2: Presenting Quantitative Data Graphically is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or
curated by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the
LibreTexts platform; a detailed edit history is available upon request.
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9.3: Measures of Central Tendency
Let’s begin by trying to find the most “typical” value of a data set.
Note that we just used the word “typical” although in many cases you might think of using the word “average.” We need to be
careful with the word “average” as it means different things to different people in different contexts. One of the most common uses
of the word “average” is what mathematicians and statisticians call the arithmetic mean, or just plain old mean for short.
“Arithmetic mean” sounds rather fancy, but it is likely you have calculated a mean many times without realizing it; the mean is
what most people think of when they use the word “average”.
Definition: Mean
The mean of a set of data is the sum of the data values divided by the number of values.
Example 9.3.1
Marci’s exam scores for her last math class were: 79, 86, 82, 94. The mean of these values would be:
79 + 86 + 82 + 94
= 85.25
4
Typically, we round the mean to one more decimal place than the original data. In this case, we would round 85.25 to .
85.3
Thus, we can say Marci’s average score on her math exams was 85.25 or about 85.3.
Example 9.3.2
The number of touchdown (TD) passes thrown by each of the 31 teams in the National Football League in the 2000 season are
shown below.
37 33 33 32 29 28 28 23 22 22 22 21 21 21 20
20 19 19 18 18 18 18 16 15 14 14 14 12 12 9 6
634
Adding these values, we get a sum total of 634 TDs. Dividing by 31, the total number of data values, we get = 20.4516 .
31
It would be appropriate to round this to 20.5.
It would be most correct for us to report that “The mean number of touchdown passes thrown in the NFL in the 2000 season
was 20.5 passes,” but it is not uncommon to see the more casual word “average” used in place of “mean.”
Try It Now 4
The price of a jar of peanut butter at 5 stores was: $3.29, $3.59, $3.79, $3.75, and $3.99. Find the mean price.
Let’s look at an example for calculating the mean given a frequency table.
Example 9.3.3
The one hundred families in a particular neighborhood are asked their annual household income, to the nearest $5 thousand
dollars. The results are summarized in a frequency table below.
15 6
20 8
25 11
30 17
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Income (thousands of dollars) Frequency
35 19
40 20
45 12
50 7
Calculating the mean by hand could get tricky if we try to type in all 100 values:
15 + 15 + 15 + 15 + 15 + 15 + 20 + 20 + … + 50 + 50 + 50 + 50 + 50 + 50 + 50
100
That’s one long numerator! We could calculate this more efficient by noticing that adding 15 to itself six times is the same as
15 ⋅ 6 = 90 . Using this simplification, we get
(15 ⋅ 6) + (20 ⋅ 8) + (25 ⋅ 11) + (30 ⋅ 17) + (35 ⋅ 19) + (40 ⋅ 20) + (45 ⋅ 12) + (50 ⋅ 7) 3390
= = 33.9
100 100
The mean household income of our sample is 33.9 thousand dollars ($33, 900).
Example 9.3.4
Extending off the last example, suppose a new family moves into the neighborhood example that has a household income of $5
million ($5000 thousand). Adding this to our sample, our mean is now:
(15 ⋅ 6) + (20 ⋅ 8) + (25 ⋅ 11) + (30 ⋅ 17) + (35 ⋅ 19) + (40 ⋅ 20) + (45 ⋅ 12) + (50 ⋅ 7) + (5000 ⋅ 1) 8390
=
100 101
= 83.069
While 83.1 thousand dollars ($83, 069) is the correct mean household income, it no longer represents a “typical” value.
Imagine the data values on a see-saw or balance scale. The mean is the value that keeps the data in balance, like in the picture
below.
If we graph our household data, the $5 million data value is so far out to the right that the mean has to adjust up to keep things in
balance
For this reason, when working with data that have outliers – values far outside the primary grouping – it is common to use a
different measure of center, the median.
Definition: Median
The median of a set of data is the value in the middle when the data is in order
To find the median, begin by listing the data in order from smallest to largest, or largest to smallest.
N
If the number of data values, N , is odd, then the median is the middle data value. This value can be found by rounding up
2
to the next whole number.
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N
If the number of data values is even, there is no one middle value, so we find the mean of the two middle values (values
2
N
and +1 )
2
We can interpret the median as “half of the data is less than the median and the other half is more than the median.” Of
course, we can rewrite this in context of the problem.
Example 9.3.5
Returning to the football touchdown data, we would start by listing the data in order. Luckily, it was already in decreasing
order, so we can work with it without needing to reorder it first.
37 33 33 32 29 28 28 23 22 22 22 21 21 21 20
20 19 19 18 18 18 18 16 15 14 14 14 12 12 9 6
31
Since there are 31 data values, an odd number, the median will be the middle number, the 16th data value ( = 15.5 , round
2
th
up to 16, leaving 15 values below and 15 above). The 16 data value is 20, so the median number of touchdown passes in the
2000 season was 20 passes. Notice that for this data, the median is fairly close to the mean we calculated earlier, 20.5. This
means that half of the touchdowns scored were less than 20 and the other half were more than 20.
Example 9.3.6
Solution
We start by listing the data in order: 2 4 5 5 6 7 7 8 8 10
Since there are 10 data values, an even number, there is no one middle number. So, we find the mean of the two middle
numbers, 6 and 7, and get
(6 + 7)
= 6.5.
2
The median quiz score was 6.5. We can say, half of the quiz scores were lower than 6.5 and the other half were higher than 6.5.
Try It Now 5
The price of a jar of peanut butter at 5 stores were: $3.29, $3.59, $3.79, $3.75, and $3.99. Find the median price.
Example 9.3.7
15 6
20 8
25 11
30 17
35 19
40 20
45 12
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Income (thousands of dollars) Frequency
50 7
Here we have 100 data values. If we didn’t already know that, we could find it by adding the frequencies. Since 100 is an even
number, we need to find the mean of the middle two data values - the 50th and 51st data values. To find these, we start counting
up from the bottom:
There are 6 data values of $15, so Values 1 to 6 are $15 thousand
The next 8 data values are $20, so Values 7 to (6+8)=14 are $20 thousand
The next 11 data values are $25, so Values 15 to (14+11)=25 are $25 thousand
The next 17 data values are $30, so Values 26 to (25+17)=42 are $30 thousand
The next 19 data values are $35, so Values 43 to (42+19)=61 are $35 thousand
From this we can tell that values 50 and 51 will be $35 thousand, and the mean of these two values is $35 thousand. The
median income in this neighborhood is $35 thousand. Thus, half of the households’ earned income is less than $35,000 and the
other half earned more than $35,000.
Example 9.3.8
If we add in the new neighbor with a $5 million household income, then there will be 101 data values, and the 51st value will
be the median. As we discovered in the last example, the 51st value is $35 thousand. Notice that the new neighbor did not
affect the median in this case. The median is not swayed as much by outliers as the mean.
Let’s think about the previous example. When we added the 101st family’s income, the mean was $81,069 from $31,900. That’s a
big difference in the average household income. We see that the mean is influenced by the values of the data, i.e., the mean could
get larger or smaller depending on the values of the data. However, when calculating the median including the 101st family’s
income, the median wasn’t influenced at all. In fact, in general, the median is known as a better statistic for household income since
there is a wide spread of income among families. Thus, the values of the data influence the mean, but not the median.
In addition to the mean and the median, there is one other common measurement of the “typical” value of a data set: the mode.
Definition: Mode
The mode is the observed value of the data set that occurs most frequently.
The mode is most commonly used for categorical data, for which the median and mean cannot be computed. Also, the mode is the
only central tendency that is used for both categorical and quantitative data. The mean and median are only used with quantitative
data.
Example 9.3.9
In our vehicle color survey, we collected the data.
Color Frequency
Blue 3
Green 5
Red 4
White 3
Black 2
Grey 3
For this data, Green is the mode, since it is the data value that occurred the most frequently.
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It is possible for a data set to have more than one mode if several categories have the same frequency, or no modes if every
category occurs only once.
Try It Now 6
Rating Frequency
1 4
2 8
3 7
4 3
5 1
This page titled 9.3: Measures of Central Tendency is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by
Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts
platform; a detailed edit history is available upon request.
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9.4: Measures of Variation
Consider these three sets of quiz scores:
Section A: 5 5 5 5 5 5 5 5 5 5
Section B: 0 0 0 0 0 10 10 10 10 10
Section C: 4 4 4 5 5 5 5 6 6 6
All three of these sets of data have a mean of 5 and a median of 5, yet the sets of scores are clearly quite different. In section A,
everyone had the same score; in section B, half the class got no points and the other half got a perfect score, assuming this was a
10-point quiz. Section C was not as consistent as section A, but not as widely varied as section B.
In addition to the mean and median, which are measures of the “typical” or “middle” value, we also need a measure of how “spread
out” or varied each data set is.
There are several ways to measure this “spread” of the data. The first is the simplest and is called the range.
Definition: Range
The range is the difference between the maximum value and the minimum value of the data set.
Example 9.4.1
In the last example, the range seems to be revealing how spread out the data is. However, suppose we add a fourth section, Section
D, with scores
0 5 5 5 5 5 5 5 5 10
This section also has a mean and median of 5. The range is 10, yet, this data set is quite different than Section B. To better
illuminate the differences, we’ll have to turn to more sophisticated measures of variation.
The standard deviation is a measure of variation based on measuring the distance each data value deviates, or is different, from
the mean. A few important characteristics:
Standard deviation is always positive. Standard deviation will be zero if all the data values are equal, and will get larger as
the data spreads out.
Standard deviation has the same units as the original data.
Standard deviation, like the mean, can be highly influenced by outliers.
Using the data from section D, we could compute for each data value the difference between the data value and the mean:
0 0-5 = -5
5 5-5 = 0
5 5-5 = 0
5 5-5 = 0
5 5-5 = 0
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5 5-5 = 0
5 5-5 = 0
5 5-5 = 0
5 5-5 = 0
10 10-5 = 0
We would like to get an idea of the “average” deviation from the mean, but if we find the average of the values in the second
column the negative and positive values cancel each other out (this will always happen), so to prevent this we square every value in
the second column:
0 0-5 = -5 (-5)2 = 25
5 5-5 = 0 02 = 0
5 5-5 = 0 02 = 0
5 5-5 = 0 02 = 0
5 5-5 = 0 02 = 0
5 5-5 = 0 02 = 0
5 5-5 = 0 02 = 0
5 5-5 = 0 02 = 0
5 5-5 = 0 02 = 0
10 10-5 = 5 (5)2 = 25
We then add the squared deviations up to get 25 + 0 + 0 + 0 + 0 + 0 + 0 + 0 + 0 + 25 = 50 . Ordinarily, we would then divide
by the number of scores, n , (in this case, 10) to find the mean of the deviations. But we only do this if the data set represents a
population; if the data set represents a sample (as it almost always does), we instead divide by n − 1 (in this case, 10 − 1 = 9 ) [4].
50 50
So, in our example, we would have =5 if section D represents a population and = about 5.56 if section D represents a
10 9
sample. These values (5 and 5.56) are called, respectively, the population variance and the sample variance for section D.
Variance can be a useful statistical concept, but note that the units of variance in this instance would be points-squared since we
squared all of the deviations. What are points-squared? Good question. We would rather deal with the units we started with (points
in this case), so to convert back we take the square root and get:
−−
−
50 –
Population Standard Deviation = √ = √5 ≈ 2.2
10
−−
−
50
Sample Standard Deviation = √ ≈ 2.4
9
What does this say about section D? We can say that the average score was 5 give or take 2.4. The “give or take” part is the prefix
for standard deviation. In the last chapter, we discuss more about the relationship between the average and standard deviation. For
now, we can interpret results as “the average is ________ give or take [standard deviation].”
If we are unsure whether the data set is a sample or a population, we will usually assume it is a sample, and we will round answers
to one more decimal place than the original data, as we have done above.
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4. Divide by n , the number of data values, if the data represents a whole population; divide by n– 1 if the data is from a
sample. (This result is the sample variance.)
5. Compute the square root of the result. (This result is the standard deviation.)
Example 9.4.2
Computing the standard deviation for Section B above, we first calculate that the mean is 5. Using a table can help keep track
of your computations for the standard deviation:
0 0-5 = -5 (-5)2 = 25
0 0-5 = -5 (-5)2 = 25
0 0-5 = -5 (-5)2 = 25
0 0-5 = -5 (-5)2 = 25
0 0-5 = -5 (-5)2 = 25
10 10-5 = 5 (5)2 = 25
10 10-5 = 5 (5)2 = 25
10 10-5 = 5 (5)2 = 25
10 10-5 = 5 (5)2 = 25
10 10-5 = 5 (5)2 = 25
Assuming this data represents a population, we will add the squared deviations, divide by 10, the number of data values, and
compute the square root:
−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−− − −−−−
25 + 25 + 25 + 25 + 25 + 25 + 25 + 25 + 25 + 25 250
√ =√ =5
10 10
Notice that the standard deviation of this data set is much larger than that of section D since the data in this set is more spread
out. Thus, the average score was 5 give or take 5.
Try It Now 7
The price of a jar of peanut butter at 5 stores were: $3.29, $3.59, $3.79, $3.75, and $3.99. Find the standard deviation of the
prices.
Where standard deviation is a measure of variation based on the mean, quartiles are based on the median.
Definition: Quartiles
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This divides the data into quarters; 25% of the data is between the minimum and Q1, 25% is between Q1 and the median, 25%
is between the median and Q3, and 25% is between Q3 and the maximum value
While quartiles are not a 1-number summary of variation like standard deviation, the quartiles are used with the median, minimum,
and maximum values to form a 5-number summary of the data.
To find the first quartile, we need to find the data value so that 25% of the data is below it. If n is the number of data values, we
compute a locator by finding 25% of n . If this locator is a decimal value, we round up and find the data value in that position. If the
locator is a whole number, we find the mean of the data value in that position and the next data value. This is identical to the
process we used to find the median, except we use 25% of the data values rather than half the data values as the locator.
Let’s look at some examples. We can also calculate the 5-number summary in calculators, or some scientific software like Excel,
Minitab, or R. However, in this course, we only get our feet wet with statistics, so we can calculate these values quickly by hand.
Example 9.4.3
Suppose we have measured 9 females and their heights (in inches), sorted from smallest to largest are:
59 60 62 64 66 67 69 70 72
To find the first quartile we first compute the locator: 25% of 9 is L = 0.25(9) = 2.25. Since this value is not a whole number,
we round up to 3. The first quartile will be the third data value: 62 inches. We can say that 25% of females are shorter than 62
inches and the other 75% is taller than 62 inches.
To find the third quartile, we again compute the locator: 75% of 9 is 0.75(9) = 6.75. Since this value is not a whole number,
we round up to 7. The third quartile will be the seventh data value: 69 inches. We can say that 75% of females are shorter than
69 inches and the other 25% is taller than 69 inches.
Example 9.4.4
Suppose we had measured 8 females and their heights (in inches), sorted from smallest to largest are:
59 60 62 64 66 67 69 70
To find the first quartile we first compute the locator: 25% of 8 is L = 0.25(8) = 2 . Since this value is a whole number, we
(60 + 62)
will find the mean of the 2nd and 3rd data values: = 61 , so the first quartile is 61 inches. We can say that the 25% of
2
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females are shorter than 61 inches and the other 75% is taller than 61 inches.
The third quartile is computed similarly, using 75% instead of 25%. L = 0.75(8) = 6 . This is a whole number, so we will find
(67 + 69)
the mean of the 6th and 7th data values: = 68 , so Q3 is 68 inches. We can say that the 75% of females are shorter
2
than 68 inches and the other 25% is taller than 68 inches.
Note, the median could be computed the same way, using 50% or a locator of L = 0.5n
The 5-number summary combines the first and third quartile with the minimum, median, and maximum values.
Example 9.4.5
In the example with a sample of 9 females, the median is 66, the minimum is 59, and the maximum is 72. Hence, the 5-number
summary is:
59, 62, 66, 69, 72.
In the example with a sample of 8 females, the median is 65, the minimum is 59, and the maximum is 70, so the 5-number
summary is:
59, 61, 65, 68, 70.
Example 9.4.6
Returning to our quiz score data. In each case, the first quartile locator is 0.25(10) = 2.5, so the first quartile will be the 3rd
data value, and the third quartile will be the 8th data value. Creating the five-number summaries:
Of course, with a relatively small data set, finding a five-number summary is a bit silly, since the summary contains almost as many
values as the original data.
Try It Now 8
The total cost of textbooks for the term was collected from 36 students. Find the 5-number summary of this data.
$140 $160 $160 $165 $180 $220 $235 $240 $250 $260 $280 $285
$285 $285 $290 $300 $300 $305 $310 $310 $315 $315 $320 $320
$330 $340 $345 $350 $355 $360 $360 $380 $395 $420 $460 $460
Example 9.4.7
Returning to the household income data from earlier, create the five-number summary.
$15 6
$20 8
$25 11
$30 17
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$35 19
$40 20
$45 12
$50 7
By adding the frequencies, we can see there are 100 data values represented in the table. In Example 9.3.7, we found the
median was $35 thousand. We can see in the table that the minimum income is $15 thousand, and the maximum is $50
thousand.
To find Q1, we calculate the locator: L = 0.25(100) = 25. This is a whole number, so Q1 will be the mean of the 25th and 26th
data values.
Counting up in the data as we did before,
There are 6 data values of $15, so Values 1 to 6 are $15 thousand
The next 8 data values are $20, so Values 7 to (6 + 8) = 14 are $20 thousand
The next 11 data values are $25, so Values 15 to (14 + 11) = 25 are $25 thousand
The next 17 data values are $30, so Values 26 to (25 + 17) = 42 are $30 thousand
The 25th data value is $25 thousand, and the 26th data value is $30 thousand, so Q1 will be the mean of these:
(25 + 30)
= $27.5 thousand.
2
To find Q3, we calculate the locator: L = 0.75(100) = 75. This is a whole number, so Q3 will be the mean of the 75th and 76th
data values. Continuing our counting from earlier,
The next 19 data values are $35, so Values 43 to (42 + 19) = 61 are $35 thousand
The next 20 data values are $40, so Values 61 to (61 + 20) = 81 are $40 thousand
Both the 75th and 76th data values lie in this group, so Q3 will be $40 thousand.
Putting these values together into a five-number summary, we get: 15, 27.5, 35, 40, 50.
Note that the 5-number summary divides the data into four intervals, each of which will contain about 25% of the data. In the
previous example, about 25% of households have income between $40 thousand and $50 thousand. For visualizing data, there is a
graphical representation of a 5-number summary called a box plot, or box and whisker graph.
For visualizing data, there is a graphical representation of a 5-number summary called a box plot, or box and whisker graph.
Example 9.4.8
The box plot below is based on the 5-number summary from the sample of 9 female heights:
59, 62, 66, 69, 72
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Example 9.4.9
The box plot below is based on the 5-number summary from the sample of the household incomes:
15, 27.5, 35, 40, 50
Try It Now 9
Create a boxplot based on the textbook price data from the last Try it Now.
Box plots are particularly useful for comparing data from two populations or samples. In fact, when we have two samples to
compare, it is always preferred to use box plots.
Example 9.4.10
The box plot of service times for two fast-food restaurants is shown below.
While store 2 had a slightly shorter median service time (2.1 minutes vs. 2.3 minutes), store 2 is less consistent, with a wider
spread of the data.
At store 1, 75% of customers were served within 2.9 minutes, while at store 2, 75% of customers were served within 5.7
minutes.
Which store should you go to in a hurry? That depends upon your opinions about luck – 25% of customers at store 2 had to
wait between 5.7 and 9.6 minutes.
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Example 9.4.11
The boxplot below is based on the birth weights of infants with severe idiopathic respiratory distress syndrome (SIRDS) [5].
The boxplot is separated to show the birth weights of infants who survived and those that did not.
Comparing the two groups, the boxplot reveals that the birth weights of the infants that died appear to be, overall, smaller than
the weights of infants that survived. In fact, we can see that the median birth weight of infants that survived is the same as the
third quartile of the infants that died.
Similarly, we can see that the first quartile of the survivors is larger than the median weight of those that died, meaning that
over 75% of the survivors had a birth weight larger than the median birth weight of those that died.
Looking at the maximum value for those that died and the third quartile of the survivors, we can see that over 25% of the
survivors had birth weights higher than the heaviest infant that died.
The box plot gives us a quick, albeit informal, way to determine that birth weight is quite likely linked to survival of infants
with SIRDS.
1.
2. While the pie chart accurately depicts the relative size of the people agreeing with each candidate, the chart is confusing,
since usually percents on a pie chart represent the percentage of the pie the slice represents.
3. Using a class intervals of size 55, we can group our data into six intervals:
$140-194 5
$195-249 3
$250-304 9
$305-359 12
9.4.8 https://math.libretexts.org/@go/page/59979
$360-414 4
$415-469 3
b. There are 23 data values, so the median will be the 12th data value. Ratings of 1 are the first 4 values, while a rating of
2 are the next 8 values, so the 12th value will be a rating of 2. The median is 2.
c. The mode is the most frequent rating. The mode rating is 2.
7. Earlier we found the mean of the data was $3.682.
This data is from a sample, so we will add the squared deviations, divide by 4, the number of data values minus 1, and compute
the square root:
−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−−− −
0.153664 + 0.008464 + 0.011664 + 0.004624 + 0.094864
√ ≈ $0.261
4
Thus, the average price of peanut butter is $3.68 give or take $0.26.
8. The data is already in order, so we don’t need to sort it first. The minimum value is $140 and the maximum is $460.
n
There are 36 data values so n = 36 . = 18 , which is a whole number, so the median is the mean of the 18th and 19th data
2
values, $305 and $310. The median is $307.50.
To find the first quartile, we calculate the locator, L = 0.25(36) = 9 . Since this is a whole number, we know Q1 is the mean of
the 9th and 10th data values, $250 and $260. Q1 = $255.
To find the third quartile, we calculate the locator, L = 0.75(36) = 27. Since this is a whole number, we know Q3 is the mean
of the 27th and 28th data values, $345 and $350. Q3 = $347.50.
The 5-number summary of this data is: $140, $255, $307.50, $347.50, $460
9. Boxplot of textbook costs:
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Notes:
4. The reason we do this is highly technical, but we can see how it might be useful by considering the case of a small sample from a
population that contains an outlier, which would increase the average deviation: the outlier very likely won't be included in the
sample, so the mean deviation of the sample would underestimate the mean deviation of the population; thus, we divide by a
slightly smaller number to get a slightly bigger average deviation.
5. van Vliet, P.K. and Gupta, J.M. (1973) Sodium bicarbonate in idiopathic respiratory distress syndrome. Arch. Disease in
Childhood, 48, 249–255. As quoted on http://openlearn.open.ac.uk/mod/oucontent/view.php?id=398296§ion=1.1.3
This page titled 9.4: Measures of Variation is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene
Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
Current page by Darlene Diaz is licensed CC BY-NC-SA 4.0. Original source: https://www.sccollege.edu/OER/Documents/MATH 105/Math
For Liberal Art Students (2017).pdf.
9.2: Presenting Quantitative Data Graphically by Darlene Diaz is licensed CC BY-NC-SA 4.0. Original source:
https://www.sccollege.edu/OER/Documents/MATH 105/Math For Liberal Art Students (2017).pdf.
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9.5: Exercises
Skills
1. The table below shows scores on a Math test.
a. Complete the frequency table for the Math test scores.
b. Construct a histogram of the data.
c. Construct a pie chart of the data.
80 50 50 90 70 70 100 60 70 80 70 50
90 100 80 70 30 80 80 70 100 60 60 50
2. A group of adults were asked how many cars they had in their household.
a. Complete the frequency table for the car number data.
b. Construct a histogram of the data.
c. Construct a pie chart of the data.
1 4 2 2 1 2 3 3 1 4 2 2
1 2 1 3 2 2 1 2 1 1 1 2
3. A group of adults were asked how many children they have in their families. The bar graph to the right shows the number of
adults who indicated each number of children.
a. How many adults were questioned?
b. What percentage of the adults questioned had 0 children?
4. Jasmine was interested in how many days it would take an order from Netflix to arrive at her door. The graph below shows the
data she collected.
a. How many movies did she order?
b. What percentage of the movies arrived in one day?
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5. The bar graph below shows the percentage of students who received each letter grade on their last English paper. The class
contains 20 students. What number of students earned an A on their paper?
6. Kori categorized her spending for this month into four categories: Rent, Food, Fun, and Other. The percents she spent in each
category are pictured here. If she spent a total of $2600 this month, how much did she spend on rent?
7. A group of diners were asked how much they would pay for a meal. Their responses were: $7.50, $8.25, $9.00, $8.00, $7.25,
$7.50, $8.00, $7.00.
a. Find the mean
b. Find the median
c. Write the 5-number summary for this data
8. You recorded the time in seconds it took for 8 participants to solve a puzzle. The times were: 15.2, 18.8, 19.3, 19.7, 20.2, 21.8,
22.1, 29.4.
a. Find the mean
b. Find the median
c. Write the 5-number summary for this data
9. Refer back to the histogram from question #3.
a. Compute the mean number of children for the group surveyed
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b. Compute the median number of children for the group surveyed
c. Write the 5-number summary for this data.
d. Create box plot.
10. Refer back to the histogram from question #4.
a. Compute the mean number of shipping days
b. Compute the median number of shipping days
c. Write the 5-number summary for this data.
d. Create box plot.
Concepts
11. The box plot below shows salaries for Actuaries and CPAs. Kendra makes the median salary for an Actuary. Kelsey makes the
first quartile salary for a CPA. Who makes more money? How much more?
12. Referring to the boxplot above, what percentage of actuaries makes more than the median salary of a CPA?
Exploration
13. Studies are often done by pharmaceutical companies to determine the effectiveness of a treatment program. Suppose that a new
AIDS antibody drug is currently under study. It is given to patients once the AIDS symptoms have revealed themselves. Of interest
is the average length of time, in months, patients live once starting the treatment. Two researchers each follow a different set of 40
AIDS patients from the start of treatment until their deaths. The following data (in months) are collected.
Researcher 1: 3; 4; 11; 15; 16; 17; 22; 44; 37; 16; 14; 24; 25; 15; 26; 27; 33; 29; 35; 44; 13; 21; 22; 10; 12; 8; 40; 32; 26; 27;
31; 34; 29; 17; 8; 24; 18; 47; 33; 34
Researcher 2: 3; 14; 11; 5; 16; 17; 28; 41; 31; 18; 14; 14; 26; 25; 21; 22; 31; 2; 35; 44; 23; 21; 21; 16; 12; 18; 41; 22; 16; 25;
33; 34; 29; 13; 18; 24; 23; 42; 33; 29
a. Create comparative histograms of the data.
b. Create comparative boxplots of the data.
14. A graph appears below showing the number of adults and children who prefer each type of soda. There were 130 adults and
kids surveyed. Discuss some ways in which the graph below could be improved.
15. Make up three data sets with 5 numbers each that have:
a. the same mean but different standard deviations.
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b. the same mean but different medians.
c. the same median but different means.
16. A sample of 30 distance scores measured in yards has a mean of 7, a variance of 16, and a standard deviation of 4.
a. You want to convert all your distances from yards to feet, so you multiply each score in the sample by 3. What are the new
mean, median, variance, and standard deviation?
b. You then decide that you only want to look at the distance past a certain point. Thus, after multiplying the original scores
by 3, you decide to subtract 4 feet from each of the scores. Now what are the new mean, median, variance, and standard
deviation?
17. In your class, design a poll on a topic of interest to you and give it to the class.
a. Summarize the data, computing the mean and five-number summary.
b. Create a graphical representation of the data.
c. Write several sentences about the topic, using your computed statistics as evidence in your writing.
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Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
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CHAPTER OVERVIEW
10: Probability
Introduction The probability of a specified event is the chance or likelihood that it will occur. There are several ways of viewing
probability. One would be experimental in nature, where we repeatedly conduct an experiment. Suppose we flipped a coin over
and over and over again and it came up heads about half of the time; we would expect that in the future whenever we flipped the
coin it would turn up heads about half of the time. When a weather reporter says “there is a 10% chance of rain tomorrow,” she is
basing that on prior evidence; that out of all days with similar weather patterns, it has rained on 1 out of 10 of those days.
Another view would be subjective in nature, in other words an educated guess. If someone asked you the probability that the
Seattle Mariners would win their next baseball game, it would be impossible to conduct an experiment where the same two teams
played each other repeatedly, each time with the same starting lineup and starting pitchers, each starting at the same time of day on
the same field under the precisely the same conditions. Since there are so many variables to take into account, someone familiar
with baseball and with the two teams involved might make an educated guess that there is a 75% chance they will win the game;
that is, if the same two teams were to play each other repeatedly under identical conditions, the Mariners would win about three out
of every four games. But this is just a guess, with no way to verify its accuracy, and depending upon how educated the educated
guesser is, a subjective probability may not be worth very much.
We will return to the experimental and subjective probabilities from time to time, but in this course, we will mostly be concerned
with theoretical probability, which is defined as follows: Suppose there is a situation with n equally likely possible outcomes and
m
that m of those n outcomes correspond to a particular event; then the probability of that event is defined as .
n
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history is available upon request.
1
10.1: Basic Concepts
If you roll a die, pick a card from deck of playing cards, or randomly select a person and observe their hair color, we are executing
an experiment or procedure. In probability, we look at the likelihood of different outcomes. We begin with some terminology.
Example 10.1.1
If we roll a standard 6-sided die, describe the sample space and some simple events.
Solution
The sample space is the set of all possible simple events: {1,2,3,4,5,6}
Some examples of simple events:
We roll a 1
We roll a 5
Some compound events:
We roll a number bigger than 4
We roll an even number
Example 10.1.2
If we roll a 6-sided die, calculate
a) P(rolling a 1)
b) P(rolling a number bigger than 4)
Solution
Recall that the sample space is {1,2,3,4,5,6}
1
a) There is one outcome corresponding to “rolling a 1”, so the probability is .
6
2 1
b) There are two outcomes bigger than a 4, so the probability is = .
6 3
Probabilities are essentially fractions, and can be reduced to lower terms like fractions.
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Example 10.1.3
Let’s say you have a bag with 20 cherries, 14 sweet and 6 sour. If you pick a cherry at random, what is the probability that it
will be sweet?
Solution
There are 20 possible cherries that could be picked, so the number of possible outcomes is 20. Of these 20 possible outcomes,
14 7
14 are favorable (sweet), so the probability that the cherry will be sweet is = .
20 10
There is one potential complication to this example, however. It must be assumed that the probability of picking any of the cherries
is the same as the probability of picking any other. This wouldn’t be true if (let us imagine) the sweet cherries are smaller than the
sour ones. (The sour cherries would come to hand more readily when you sampled from the bag.) Let us keep in mind, therefore,
that when we assess probabilities in terms of the ratio of favorable to all potential cases, we rely heavily on the assumption of equal
probability for all outcomes.
Try It Now 1
At some random moment, you look at your clock and note the minutes reading.
a. What is probability the minutes reading is 15?
b. What is the probability the minutes reading is 15 or less?
Definition: Cards
A standard deck of 52 playing cards consists of four suits (hearts, spades, diamonds and clubs). Spades and clubs are black
while hearts and diamonds are red. Each suit contains 13 cards, each of a different rank: An Ace (which in many games
functions as both a low card and a high card), cards numbered 2 through 10, a Jack, a Queen, and a King.
Example 10.1.4
Compute the probability of randomly drawing one card from a deck and getting an Ace.
Solution
4 1
There are 52 cards in the deck and 4 Aces so P (Ace) = = ≈ 0.0769
52 13
We can also think of probabilities as percents: There is a 7.69% chance that a randomly selected card will be an Ace.
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Notice that the smallest possible probability is 0 – if there are no outcomes that correspond with the event. The largest possible
probability is 1 – if all possible outcomes correspond with the event.
In the course of this chapter, if you compute a probability and get an answer that is negative or greater than 1, you have made a
mistake and should check your work.
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(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
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10.2: Working with Events
Complementary Events
Now let us examine the probability that an event does not happen. As in the previous section, consider the situation of rolling a six-
1
sided die and first compute the probability of rolling a six: the answer is P (six) = . Now consider the probability that we do not
6
5
roll a six: there are 5 outcomes that are not a six, so the answer is P (not a six) = . Notice that
6
1 5 6
P (six) + P (not a six) = + = =1
6 6 6
This is not a coincidence. Consider a generic situation with n possible outcomes and an event E that corresponds to m of these
outcomes. Then the remaining n − m outcomes correspond to E not happening, thus
n−m n m m
P (not E) = = − =1− = 1 − P (E)
n n n n
Example 10.2.1
If you pull a random card from a deck of playing cards, what is the probability it is not a heart?
Solution
13 1
There are 13 hearts in the deck, so P (heart) = = .
52 4
Example 10.2.2
Suppose we flipped a coin and rolled a die, and wanted to know the probability of getting a head on the coin and a 6 on the die.
Solution
We could list all possible outcomes: {H1, H2, H3, H4, H5, H6, T1, T2, T3, T4, T5, T6}.
1
Notice there are 2 ⋅ 6 = 12 total outcomes. Out of these, only 1 is the desired outcome, so the probability is .
12
The prior example finding the probability for two independent events.
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Example 10.2.3
Solution
1
a) The probability that a head comes up on the second toss is regardless of whether or not a head came up on the first toss,
2
so these events are independent.
b) These events are not independent because it is more likely that it will rain in Galveston on days it rains in Houston than on
days it does not.
c) The probability of the second card being red depends on whether the first card is red or not, so these events are not
independent.
When two events are independent, the probability of both occurring is the product of the probabilities of the individual events.
If events A and B are independent, then the probability of both A and B occurring is
where P (A and B) is the probability of events A and B both occurring, P (A) is the probability of event A occurring, and
P (B) is the probability of event B occurring.
If you look back at the coin and die example from earlier, you can see how the number of outcomes of the first event multiplied by
the number of outcomes in the second event multiplied to equal the total number of possible outcomes in the combined event.
Example 10.2.4
In your drawer, you have 10 pairs of socks, 6 of which are white, and 7 tee shirts, 3 of which are white. If you randomly reach
in and pull out a pair of socks and a tee shirt, what is the probability both are white?
Solution
6
The probability of choosing a white pair of socks is .
10
3
The probability of choosing a white tee shirt is .
7
Since the probability of randomly selecting a white sock is the same whether or not we randomly select a white t-shirt from the
drawer, then these are independent events. Hence, we can use the probability formula for independent events.
6 3 18 9
The probability of both being white is ⋅ = =
10 7 70 35
Try It Now 2
A card is pulled a deck of cards and noted. The card is then replaced, the deck is shuffled, and a second card is removed and
noted. What is the probability that both cards are Aces?
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The previous examples looked at the probability of both events occurring. Now we will look at the probability of either event
occurring
Example 10.2.5
Suppose we flipped a coin and rolled a die, and wanted to know the probability of getting a head on the coin or a 6 on the die.
Solution
Here, there are still 12 possible outcomes: {H1, H2, H3, H4, H5, H6, T1, T2, T3, T4, T5, T6}.
By simply counting, we can see that 7 of the outcomes have a head on the coin or a 6 on the die or both – we use or inclusively
7
here (these 7 outcomes are H1, H2, H3, H4, H5, H6, T6), so the probability is . How could we have found this from the
12
individual probabilities?
1 1
As we would expect, of these outcomes have a head, and of these outcomes have a 6 on the die. If we add these,
2 6
1 1 6 2 8
+ = + = , which is not the correct probability. Looking at the outcomes we can see why: the outcome H6
2 6 12 12 12
1
would have been counted twice, since it contains both a head and a 6; the probability of both a head and rolling a 6 is .
12
8 1 7
If we subtract out this double count, we have the correct probability: − =
12 12 12
Definition: P (A or B)
Example 10.2.6
Suppose we draw one card from a standard deck. What is the probability that we get a Queen or a King?
Solution
There are 4 Queens and 4 Kings in the deck. Hence, 8 outcomes corresponding to a Queen or King out of 52 possible
outcomes. Thus, the probability of drawing a Queen or a King is
8
P (King or Queen) =
52
Note that in this case, there are no cards that are both a Queen and a King, so P (King or Queen) = 0 . Using the probability
rule, we get
4 4 8
P (King or Queen) = P (King) + P (Queen) − P (King and Queen) = + −0 =
52 52 52
In the last example, the events were mutually exclusive, so P (A or B) = P (A) + P (B) .
Two events are mutually exclusive if the events cannot occur at the same time. If this is the case, then we can use the formula
P (A or B) = P (A) + P (B)
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to find the probability.
Some examples:
If we toss a coin, the coin lands on heads or tails, but not both.
If we draw a card, the card cannot be a queen and king at the same time (or any two faces). Careful, though, because if you
draw a card from a deck, then the card could be a heart and an 8 at the same time, making them not mutually exclusive.
Example 10.2.7
Suppose we draw one card from a standard deck. What is the probability that we get a red card or a King?
Solution
26
Half the cards are red, so P (red) =
52
4
There are four kings, so P (King) =
52
2
There are two red kings, so P (Red and King) =
52
Example 10.2.8
In a large population, 70% of the people have been vaccinated. If 5 people are randomly selected, what is the probability that at
least one of them has been vaccinated?
Solution
Since we need to find the probability that at least one of the 5 selected people is vaccinated, we get
P (at least one) = 1 − P (none)
If 70% of the people are vaccinated, then this means 30% are not vaccinated. Hence,
P (at least one is vaccinated) = 1 − P (none of the 5 are vaccinated)
st nd
= 1– P (1 isn’t vaccinated and 2 isn’t vaccinated…)
= 1 − (0.30)(0.30)(0.30)(0.30)(0.30)
5
= 1 − (0.30 ) = 0.99757
Thus, there is a 0.99757 or 99.757% chance that at least one of the selected 5 people is vaccinated.
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Try It Now 3
In your drawer, you have 10 pairs of socks, 6 of which are white, and 7 tee shirts, 3 of which are white. If you reach in and
randomly grab a pair of socks and a tee shirt, what the probability at least one is white?
Example 10.2.9
The table below shows the number of survey subjects who have received and not received a speeding ticket in the last year, and
the color of their car. Find the probability that a randomly chosen person:
a) Has a red car and got a speeding ticket
b) Has a red car or got a speeding ticket.
Solution
Speeding Ticket No Speeding Ticket Total
15
We can see that 15 people of the 665 surveyed had both a red car and got a speeding ticket, so the probability is ≈ 0.0226
665
Notice that having a red car and getting a speeding ticket are not independent events, so the probability of both of them
occurring is not simply the product of probabilities of each one occurring.
We could answer this question by simply adding up the numbers: 15 people with red cars and speeding tickets + 135 with red
195
cars but no ticket + 45 with a ticket but no red car = 195 people. So, the probability is ≈ 0.2932
665
150 60 15 195
= + − =
665 665 665 665
Conditional Probability
Often it is required to compute the probability of an event given that another event has occurred.
Example 10.2.10
What is the probability that two cards drawn at random from a deck of playing cards will both be aces?
Solution
It might seem that you could use the formula for the probability of two independent events and simply multiply
4 4 1
⋅ = . This would be incorrect, however, because the two events are not independent. If the first card drawn is an
52 52 169
ace, then the probability that the second card is also an ace would be lower because there would only be three aces left in the
deck.
Once the first card chosen is an ace, the probability that the second card chosen is also an ace is called the conditional
probability of drawing an ace. In this case, the “condition” is that the first card is an ace. Symbolically, we write this as:
P (ace on second draw|an ace on the first draw)
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The vertical bar “|” is read as “given,” so the above expression is short for “The probability that an ace is drawn on the second
draw given that an ace was drawn on the first draw.” What is this probability? After an ace is drawn on the first draw, there are
3 aces out of 51 total cards left. This means that the conditional probability of drawing an ace after one ace has already been
3 1
drawn is = .
51 17
4 3 12 1
Thus, the probability of both cards being aces is ⋅ = = .
52 51 2652 221
The probability the event B occurs, given that event A has happened, is represented as P (B|A).
This is read as “the probability of B given A ”
Example 10.2.11
Find the probability that a die rolled shows a 6, given that a flipped coin shows a head.
Solution
1
These are two independent events, so the probability of the die rolling a 6 is , regardless of the result of the coin flip.
6
Example 10.2.12
The table below shows the number of survey subjects who have received and not received a speeding ticket in the last year, and
the color of their car. Find the probability that a randomly chosen person:
a) Has a speeding ticket given they have a red car
b) Has a red car given they have a speeding ticket
Solution
a) Since we know the person has a red car, we are only considering the 150 people in the first row of the table. Of those, 15
have a speeding ticket, so
15 1
P (ticket|red car) = = = 0.1
150 10
b) Since we know the person has a speeding ticket, we are only considering the 60 people in the first column of the table. Of
those, 15 have a red car, so
15 1
P (red car|ticket) = = = 0.25
60 4
Notice from the last example that P (B|A) is not equal to P (A|B).
These kinds of conditional probabilities are what insurance companies use to determine your insurance rates. They look at the
conditional probability of you having accident, given your age, your car, your car color, your driving history, etc., and price your
policy based on that likelihood.
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Conditional Probability Formula
If events A and B are not independent, then
Example 10.2.13
If you pull 2 cards out of a deck, what is the probability that both are spades?
Solution
13
The probability that the first card is a spade is .
52
12
The probability that the second card is a spade, given the first was a spade, is , since there is one less spade in the deck, and
51
one less total cards.
13 12 156
The probability that both cards are spades is ⋅ = ≈ 0.0588
52 51 2652
Example 10.2.14
If you draw two cards from a deck, what is the probability that you will get the Ace of Diamonds and a black card?
Solution
You can satisfy this condition by having Case A or Case B, as follows:
Case A) you can get the Ace of Diamonds first and then a black card or
Case B) you can get a black card first and then the Ace of Diamonds.
1
Let’s calculate the probability of Case A. The probability that the first card is the Ace of Diamonds is . The probability that
52
26
the second card is black given that the first card is the Ace of Diamonds is because 26 of the remaining 51 cards are black.
51
1 26 1
The probability is therefore ⋅ = .
52 51 102
26 1
Now for Case B: the probability that the first card is black is = . The probability that the second card is the Ace of
52 2
1 1 1 1
Diamonds given that the first card is black is . The probability of Case B is therefore ⋅ = , the same as the
51 2 51 102
probability of Case 1.
Recall that the probability of A or B is P (A) + P (B) − P (A and B) . In this problem, P (A and B) = 0 since the first card
1 1 2
cannot be the Ace of Diamonds and be a black card. Therefore, the probability of Case A or Case B is + = .
101 101 101
2
The probability that you will get the Ace of Diamonds and a black card when drawing two cards from a deck is .
101
Try It Now 4
In your drawer, you have 10 pairs of socks, 6 of which are white. If you reach in and randomly grab two pairs of socks, what is
the probability that both are white?
10.2.7 https://math.libretexts.org/@go/page/59983
Example 10.2.15
ample 18 A home pregnancy test was given to women, then pregnancy was verified through blood tests. The following table
shows the home pregnancy test results. Find
a) P (not pregnant|positive test result)
b) P (positive test result|not pregnant)
Pregnant 70 4 74
Not Pregnant 5 14 19
Total 75 18 93
Solution
a) Since we know the test result was positive, we’re limited to the 75 women in the first column, of which 5 were not pregnant.
5
P (not pregnant|positive test result) = ≈ 0.067 .
75
b) Since we know the woman is not pregnant, we are limited to the 19 women in the second row, of which 5 had a positive test.
5
P (positive test result|not pregnant) = ≈ 0.263 .
19
The second result is what is usually called a false positive: A positive result when the woman is not actually pregnant.
This page titled 10.2: Working with Events is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene
Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
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10.3: Bayes' Theorem
In this section, we concentrate on the more complex conditional probability problems we began looking at in the last section.
Example 10.3.1
Suppose a certain disease has an incidence rate of 0.1% (that is, it afflicts 0.1% of the population). A test has been devised to
detect this disease. The test does not produce false negatives (that is, anyone who has the disease will test positive for it), but
the false positive rate is 5% (that is, about 5% of people who take the test will test positive, even though they do not have the
disease). Suppose a randomly selected person takes the test and tests positive. What is the probability that this person actually
has the disease?
There are two ways to approach the solution to this problem. One involves an important result in probability theory called
Bayes’ theorem. We will discuss this theorem a bit later, but for now we will use an alternative and, we hope, much more
intuitive approach.
Let’s break down the information in the problem piece by piece.
Suppose a certain disease has an incidence rate of 0.1% (that is, it afflicts 0.1% of the population). The percentage 0.1% can
be converted to a decimal number by moving the decimal place two places to the left, to get 0.001. In turn, 0.001 can be
1
rewritten as a fraction: . This tells us that about 1 in every 1000 people has the disease. (If we wanted we could write
1000
P (disease) = 0.001 .)
A test has been devised to detect this disease. The test does not produce false negatives (that is, anyone who has the disease
will test positive for it). This part is fairly straightforward: everyone who has the disease will test positive, or alternatively
everyone who tests negative does not have the disease. (We could also say P (positive|disease) = 1.)
The false positive rate is 5% (that is, about 5% of people who take the test will test positive, even though they do not have the
disease). This is even more straightforward. Another way of looking at it is that of every 100 people who are tested and do not
have the disease, 5 will test positive even though they do not have the disease. (We could also say that
P (positive|no disease) = 0.05.)
Suppose a randomly selected person takes the test and tests positive. What is the probability that this person actually has the
disease? Here we want to compute P (disease|positive). We already know that P (positive|disease) = 1, but remember that
conditional probabilities are not equal if the conditions are switched.
Rather than thinking in terms of all these probabilities we have developed, let’s create a hypothetical situation and apply the
facts as set out above. First, suppose we randomly select 1000 people and administer the test. How many do we expect to have
1 1
the disease? Since about of all people are afflicted with the disease, of 1000 people is 1. (Now you know why we
1000 1000
chose 1000.) Only 1 of 1000 test subjects actually has the disease; the other 999 do not.
We also know that 5% of all people who do not have the disease will test positive. There are 999 disease-free people, so we
would expect (0.05)(999) = 49.95(so, about 50) people to test positive who do not have the disease.
Now back to the original question, computing P (disease|positive). There are 51 people who test positive in our example (the
one unfortunate person who actually has the disease, plus the 50 people who tested positive but don’t). Only one of these
people has the disease, so
1
P (disease|positive) ≈ ≈ 0.0196
51
or less than 2%. Does this surprise you? This means that of all people who test positive, over 98% do not have the disease.
The answer we got was slightly approximate, since we rounded 49.95 to 50. We could redo the problem with 100,000 test
subjects, 100 of whom would have the disease and (0.05)(99, 900) = 4995 test positive but do not have the disease, so the
exact probability of having the disease if you test positive is
100
P (disease|positive) ≈ ≈ 0.0196
5095
10.3.1 https://math.libretexts.org/@go/page/59984
But back to the surprising result. Of all people who test positive, over 98% do not have the disease. If your guess for the probability
a person who tests positive has the disease was wildly different from the right answer (2%), don’t feel bad. The exact same problem
was posed to doctors and medical students at the Harvard Medical School 25 years ago and the results revealed in a 1978 New
England Journal of Medicine article. Only about 18% of the participants got the right answer. Most of the rest thought the answer
was closer to 95% (perhaps they were misled by the false positive rate of 5%).
So at least you should feel a little better that a bunch of doctors didn’t get the right answer either (assuming you thought the answer
was much higher). But the significance of this finding and similar results from other studies in the intervening years lies not in
making math students feel better but in the possibly catastrophic consequences it might have for patient care. If a doctor thinks the
chances that a positive test result nearly guarantees that a patient has a disease, they might begin an unnecessary and possibly
harmful treatment regimen on a healthy patient. Or worse, as in the early days of the AIDS crisis when being HIV-positive was
often equated with a death sentence, the patient might take a drastic action and commit suicide.
As we have seen in this hypothetical example, the most responsible course of action for treating a patient who tests positive would
be to counsel the patient that they most likely do not have the disease and to order further, more reliable, tests to verify the
diagnosis.
One of the reasons that the doctors and medical students in the study did so poorly is that such problems, when presented in the
types of statistics courses that medical students often take, are solved by use of Bayes’ theorem, which is stated as follows:
Bayes' Theorem
P (A)P (B|A)
P (A|B) =
¯
¯¯¯ ¯
¯¯¯
P (A)P (B|A) + P (A)P (B| A)
Example 10.3.2
A certain disease has an incidence rate of 2%. If the false negative rate is 10% and the false positive rate is 1%, compute the
probability that a person who tests positive actually has the disease.
Solution
Imagine 10,000 people who are tested. Of these 10,000, 200 will have the disease; 10% of them, or 20, will test negative and
the remaining 180 will test positive. Of the 9800 who do not have the disease, 98 will test positive. So, of the 278 total people
who test positive, 180 will have the disease. Thus,
10.3.2 https://math.libretexts.org/@go/page/59984
180
P (disease|positive) = ≈ 0.647
278
so about 65% of the people who test positive will have the disease.
Using Bayes theorem directly would give the same result:
(0.02)(0.90) 0.018
P (disease|positive) = = ≈ 0.647
(0.02)(0.90) + (0.98)(0.01) 0.0278
Try It Now 5
A certain disease has an incidence rate of 0.5%. If there are no false negatives and if the false positive rate is 3%, compute the
probability that a person who tests positive actually has the disease.
This page titled 10.3: Bayes' Theorem is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
10.3.3 https://math.libretexts.org/@go/page/59984
10.4: Counting
Counting? You already know how to count or you wouldn’t be taking a college-level math class, right? Well yes, but what we’ll
really be investigating here are ways of counting efficiently. When we get to the probability situations a bit later in this chapter, we
will need to count some very large numbers, like the number of possible winning lottery tickets. One way to do this would be to
write down every possible set of numbers that might show up on a lottery ticket, but believe me: you don’t want to do this.
Basic Counting
We will start, however, with some more reasonable sorts of counting problems in order to develop the ideas that we will soon need.
Example 10.4.1
Suppose at a particular restaurant you have three choices for an appetizer (soup, salad or breadsticks) and five choices for a
main course (hamburger, sandwich, quiche, fajita or pizza). If you are allowed to choose exactly one item from each category
for your meal, how many different meal options do you have?
Solution
Solution 1: One way to solve this problem would be to systematically list each possible meal:
Assuming that we did this systematically and that we neither missed any possibilities nor listed any possibility more than once,
the answer would be 15. Thus, you could go to the restaurant 15 nights in a row and have a different meal each night.
Solution 2: Another way to solve this problem would be to list all the possibilities in a table:
bread etc.
In each of the cells in the table we could list the corresponding meal: soup + hamburger in the upper left corner, salad +
hamburger below it, etc. But if we didn’t really care what the possible meals are, only how many possible meals there are, we
could just count the number of cells and arrive at an answer of 15, which matches our answer from the first solution. (It’s
always good when you solve a problem two different ways and get the same answer!)
Solution 3: We already have two perfectly good solutions. Why do we need a third? The first method was not very systematic,
and we might easily have made an omission. The second method was better, but suppose that in addition to the appetizer and
the main course we further complicated the problem by adding desserts to the menu: we’ve used the rows of the table for the
appetizers and the columns for the main courses—where will the desserts go? We would need a third dimension, and since
drawing 3-D tables on a 2-D page or computer screen isn't terribly easy, we need a better way in case we have three categories
to choose form instead of just two.
So, back to the problem in the example. What else can we do? Let’s draw a tree diagram:
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This is called a “tree” diagram because at each stage we branch out, like the branches on a tree. In this case, we first drew five
branches (one for each main course) and then for each of those branches we drew three more branches (one for each appetizer).
We count the number of branches at the final level and get (surprise, surprise!) 15.
If we wanted, we could instead draw three branches at the first stage for the three appetizers and then five branches (one for
each main course) branching out of each of those three branches.
Ok, so now we know how to count possibilities using tables and tree diagrams. These methods will continue to be useful in certain
cases, but imagine a game where you have two decks of cards (with 52 cards in each deck) and you select one card from each deck.
Would you really want to draw a table or tree diagram to determine the number of outcomes of this game?
Let’s go back to the previous example that involved selecting a meal from three appetizers and five main courses, and look at the
second solution that used a table. Notice that one way to count the number of possible meals is simply to number each of the
appropriate cells in the table, as we have done above. But another way to count the number of cells in the table would be multiply
the number of rows (3) by the number of columns (5) to get 15. Notice that we could have arrived at the same result without
making a table at all by simply multiplying the number of choices for the appetizer (3) by the number of choices for the main
course (5). We generalize this technique as the basic counting rule:
If we are asked to choose one item from each of two separate categories where there are m items in the first category and n
items in the second category, then the total number of available choices is m ⋅ n .
This is sometimes called the multiplication rule for probabilities.
Example 10.4.1
There are 21 novels and 18 volumes of poetry on a reading list for a college English course. How many different ways can a
student select one novel and one volume of poetry to read during the quarter?
Solution
There are 21 choices from the first category and 18 for the second, so there are 21 ⋅ 18 = 378 possibilities.
The Basic Counting Rule can be extended when there are more than two categories by applying it repeatedly, as we see in the next
example.
Example 10.4.2
Suppose at a particular restaurant you have three choices for an appetizer (soup, salad or breadsticks), five choices for a main
course (hamburger, sandwich, quiche, fajita or pasta) and two choices for dessert (pie or ice cream). If you are allowed to
choose exactly one item from each category for your meal, how many different meal options do you have?
10.4.2 https://math.libretexts.org/@go/page/59985
Solution
There are 3 choices for an appetizer, 5 for the main course and 2 for dessert, so there are 3 ⋅ 5 ⋅ 2 = 30 possibilities.
Example 10.4.3
A quiz consists of 3 true-or-false questions. In how many ways can a student answer the quiz?
Solution
There are 3 questions. Each question has 2 possible answers (true or false), so the quiz may be answered in 2⋅2⋅2 =8
different ways. Recall that another way to write 2 ⋅ 2 ⋅ 2 is 2 , which is much more compact.
3
Try It Now 6
Suppose at a particular restaurant you have eight choices for an appetizer, eleven choices for a main course and five choices for
dessert. If you are allowed to choose exactly one item from each category for your meal, how many different meal options do
you have?
Permutations
In this section, we will develop an even faster way to solve some of the problems we have already learned to solve by other means.
Let’s start with a couple examples.
Example 10.4.4
How many different ways can the letters of the word MATH be rearranged to form a fourletter code word?
Solution
This problem is a bit different. Instead of choosing one item from each of several different categories, we are repeatedly
choosing items from the same category (the category is: the letters of the word MATH) and each time we choose an item we do
not replace it, so there is one fewer choice at the next stage: we have 4 choices for the first letter (say we choose A), then 3
choices for the second (M, T and H; say we choose H), then 2 choices for the next letter (M and T; say we choose M) and only
one choice at the last stage (T). Thus, there are 4 ⋅ 3 ⋅ 2 ⋅ 1 = 24 ways to spell a code worth with the letters MATH.
In this example, we needed to calculate n ⋅ (n– 1) ⋅ (n– 2) ⋅ ⋅ ⋅ 3 ⋅ 2 ⋅ 1 . This calculation shows up often in mathematics, and is
called the factorial, and is notated n!
Definition: Word
A factorial is when we take a positive integer and find the product of all descending positive integers, including itself, all the
way to 1:
n! = n ⋅ (n– 1) ⋅ (n– 2) ⋅ ⋅ ⋅ 3 ⋅ 2 ⋅ 1
Example 10.4.5
How many ways can five different door prizes be distributed among five people?
Solution
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There are 5 choices of prize for the first person, 4 choices for the second, and so on. The number of ways the prizes can be
distributed will be 5! = 5 ⋅ 4 ⋅ 3 ⋅ 2 ⋅ 1 = 120 ways.
Example 10.4.6
A charity benefit is attended by 25 people and three gift certificates are given away as door prizes: one gift certificate is in the
amount of $100, the second is worth $25 and the third is worth $10. Assuming that no person receives more than one prize,
how many different ways can the three gift certificates be awarded?
Solution
Using the Basic Counting Rule, there are 25 choices for the person who receives the $100 certificate, 24 remaining choices for
the $25 certificate, and 23 choices for the $10 certificate, so there are 25 ⋅ 24 ⋅ 23 = 13, 800 ways in which the prizes can be
awarded.
Example 10.4.7
Eight sprinters have made it to the Olympic finals in the 100-meter race. In how many different ways can the gold, silver and
bronze medals be awarded?
Solution
Using the Basic Counting Rule, there are 8 choices for the gold medal winner, 7 remaining choices for the silver, and 6 for the
bronze, so there are 8 ⋅ 7 ⋅ 6 = 336 ways the three medals can be awarded to the 8 runners.
Note that in these preceding examples, the gift certificates and the Olympic medals were awarded without replacement; that is,
once we have chosen a winner of the first door prize or the gold medal, they are not eligible for the other prizes. Thus, at each
succeeding stage of the solution there is one fewer choice (25, then 24, then 23 in the first example; 8, then 7, then 6 in the
second). Contrast this with the situation of a multiple-choice test, where there might be five possible answers — A, B, C, D or
E — for each question on the test.
Note also that the order of selection was important in each example: for the three door prizes, being chosen first means that you
receive substantially more money; in the Olympics example, coming in first means that you get the gold medal instead of the silver
or bronze. In each case, if we had chosen the same three people in a different order there might have been a different person who
received the $100 prize, or a different gold medalist. (Contrast this with the situation where we might draw three names out of a hat
to each receive a $10 gift certificate; in this case, the order of selection is not important since each of the three people receive the
same prize. Situations, where the order is not important, will be discussed in the next section.)
We can generalize the situation in the two examples above to any problem without replacement where the order of selection is
important. If we are arranging in order r items out of n possibilities (instead of 3 out of 25 or 3 out of 8 as in the previous
examples), the number of possible arrangements will be given by
If you don’t see why (n— r + 1) is the right number to use for the last factor, just think back to the first example in this section,
where we calculated 25 ⋅ 24 ⋅ 23 to get 13, 800. In this case n = 25 and r = 3 , so n— r + 1 = 25— 3 + 1 = 23 , which is exactly
the right number for the final factor.
Now, why would we want to use this complicated formula when it’s actually easier to use the Basic Counting Rule, as we did in the
first two examples? Well, we won’t actually use this formula all that often, we only developed it so that we could attach a special
notation and a special definition to this situation where we are choosing r items out of n possibilities without replacement and
where the order of selection is important.
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Definition: Permutations
We say that there are nPr permutations of size r that may be selected from among n choices without replacement when order
matters.
It turns out that we can express this result more simply using factorials.
n!
n Pr =
(n − r)!
In practicality, we usually use technology rather than factorials or repeated multiplication to compute permutations.
Example 10.4.8
I have nine paintings and have room to display only four of them at a time on my wall. How many different ways could I do
this?
Solution
Since we are choosing 4 paintings out of 9 without replacement where the order of selection is important there are
9 P4 = 9 ⋅ 8 ⋅ 7 ⋅ 6 = 3, 024 permutations.
Example 10.4.9
How many ways can a four-person executive committee (president, vice-president, secretary, treasurer) be selected from a 16-
member board of directors of a non-profit organization?
Solution
We want to choose 4 people out of 16 without replacement and where the order of selection is important. So, the answer is
1 6 P4 = 16 ⋅ 15 ⋅ 14 ⋅ 13 = 43, 680 .
Try It Now 7
How many 5 character passwords can be made using the letters A through Z
a. if repeats are allowed
b. if no repeats are allowed
Combinations
In the previous section, we considered the situation where we chose r items out of n possibilities without replacement and where
the order of selection was important. We now consider a similar situation in which the order of selection is not important.
Example 10.4.10
A charity benefit is attended by 25 people at which three $50 gift certificates are given away as door prizes. Assuming no
person receives more than one prize, how many different ways can the gift certificates be awarded?
Solution
Using the Basic Counting Rule, there are 25 choices for the first person, 24 remaining choices for the second person, and 23
for the third, so there are 25 ⋅ 24 ⋅ 23 = 13, 800 ways to choose three people. Suppose for a moment that Abe is chosen first,
10.4.5 https://math.libretexts.org/@go/page/59985
Bea second and Cindy third; this is one of the 13,800 possible outcomes. Another way to award the prizes would be to choose
Abe first, Cindy second and Bea third; this is another of the 13, 800 possible outcomes. But either way Abe, Bea, and Cindy
each get $50, so it doesn’t really matter the order in which we select them. In how many different orders can Abe, Bea and
Cindy be selected? It turns out there are 6:
ABC ACB BAC BCA CAB CBA
How can we be sure that we have counted them all? We are really just choosing 3 people out of 3, so there are 3⋅2⋅1 =6
ways to do this; we didn’t really need to list them all, we can just use permutations!
So, out of the 13, 800 ways to select 3 people out of 25, six of them involve Abe, Bea, and Cindy. The same argument works
for any other group of three people (say Abe, Bea and David or Frank, Gloria and Hildy) so each three-person group is counted
13, 800
six times. Thus the 13, 800 figure is six times too big. The number of distinct three-person groups will be = 2300 .
6
We can generalize the situation in this example above to any problem of choosing a collection of items without replacement where
the order of selection is not important. If we are choosing r items out of n possibilities (instead of 3 out of 25 as in the previous
n Pr
examples), the number of possible choices will be given by , and we could use this formula for computation. However, this
r Pr
situation arises so frequently that we attach a special notation and a special definition to this situation where we are choosing r
items out of n possibilities without replacement where the order of selection is not important.
Definition: Combinations
n Pr
n Cr =
r Pr
We say that there are C combinations of size r that may be selected from among
n r n choices without replacement where
order doesn’t matter. We can also write the combinations formula in terms of factorials:
n!
n Cr =
(n − r)!r!
Example 10.4.11
A group of four students is to be chosen from a 35-member class to represent the class on the student council. How many ways
can this be done?
Solution
Since we are choosing 4 people out of 35 without replacement where the order of selection is not important there are
35 ⋅ 34 ⋅ 33 ⋅ 32
35 C4 = = 52, 360 combinations.
4⋅3⋅2⋅1
Try It Now 8
The United States Senate Appropriations Committee consists of 29 members; the Defense Subcommittee of the Appropriations
Committee consists of 19 members. Disregarding party affiliation or any special seats on the Subcommittee, how many
different 19-member subcommittees may be chosen from among the 29 Senators on the Appropriations Committee?
In the preceding Try it Now problem, we assumed that the 19 members of the Defense Subcommittee were chosen without regard
to party affiliation. In reality this would never happen: if Republicans are in the majority they would never let a majority of
Democrats sit on (and thus control) any subcommittee. (The same of course would be true if the Democrats were in control.) So,
let’s consider the example again, in a slightly more complicated form.
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Example 10.4.12
The United States Senate Appropriations Committee consists of 29 members, 15 Republicans and 14 Democrats. The Defense
Subcommittee consists of 19 members, 10 Republicans and 9 Democrats. How many different ways can the members of the
Defense Subcommittee be chosen from among the 29 Senators on the Appropriations Committee?
Solution
In this case, we need to choose 10 of the 15 Republicans and 9 of the 14 Democrats. There are C = 3003 ways to choose
15 10
the 10 Republicans and C = 2002 ways to choose the 9 Democrats. But now what? How do we finish the problem?
14 9
Suppose we listed all of the possible 10-member Republican groups on 3003 slips of red paper and all of the possible 9-
member Democratic groups on 2002 slips of blue paper. How many ways can we choose one red slip and one blue slip? This is
a job for the Basic Counting Rule! We are simply making one choice from the first category and one choice from the second
category, just like in the restaurant menu problems from earlier.
There must be 3003 ⋅ 2002 = 6, 012, 006possible ways of selecting the members of the Defense Subcommittee.
Example 10.4.13
A 4-digit PIN number is selected. What is the probability that there are no repeated digits?
Solution
There are 10 possible values for each digit of the PIN (namely: 0, 1, 2, 3, 4, 5, 6, 7, 8, 9), so there are
10 ⋅ 10 ⋅ 10 ⋅ 10 = 104 = 10, 000 total possible PIN numbers.
To have no repeated digits, all four digits would have to be different, which is selecting without replacement. We could either
compute 10 ⋅ 9 ⋅ 8 ⋅ 7 , or notice that this is the same as the permutation P = 5040.
10 4
The probability of no repeated digits is the number of 4-digit PIN numbers with no repeated digits divided by the total number
of 4-digit PIN numbers. This probability is
10 P4 5040
= = 0.504
4
10 10000
Hence, there is a 50.4% chance that the 4-digit PIN has no repeated digits.
Example 10.4.14
In a certain state’s lottery, 48 balls numbered 1 through 48 are placed in a machine and six of them are drawn at random. If the
six numbers drawn match the numbers that a player had chosen, the player wins $1,000,000. In this lottery, the order the
numbers are drawn in doesn’t matter. Compute the probability that you win the million-dollar prize if you purchase a single
lottery ticket.
Solution
In order to compute the probability, we need to count the total number of ways six numbers can be drawn, and the number of
ways the six numbers on the player’s ticket could match the six numbers drawn from the machine. Since there is no stipulation
that the numbers be in any particular order, the number of possible outcomes of the lottery drawing is C = 12, 271, 512. Of
48 6
these possible outcomes, only one would match all six numbers on the player’s ticket, so the probability of winning the grand
prize is:
10.4.7 https://math.libretexts.org/@go/page/59985
6 C6 1
= ≈ 0.0000000815
48 C6 12271512
Example 10.4.15
In the state lottery from the previous example, if five of the six numbers drawn match the numbers that a player has chosen, the
player wins a second prize of $1,000. Compute the probability that you win the second prize if you purchase a single lottery
ticket.
Solution
As above, the number of possible outcomes of the lottery drawing is C = 12, 271, 512. In order to win the second prize,
48 6
five of the six numbers on the ticket must match five of the six winning numbers; in other words, we must have chosen five of
the six winning numbers and one of the 42 losing numbers. The number of ways to choose 5 out of the 6 winning numbers is
given by C = 6 and the number of ways to choose 1 out of the 42 losing numbers is given by C = 42 . Thus, the number
6 5 42 1
of favorable outcomes is then given by the Basic Counting Rule: C ⋅ C = 6 ⋅ 42 = 252 . So, the probability of winning
6 5 42 1
This means there is less than a 1% chance of winning second prize. Wow! We now can see why some people call it “luck”
when winning the lottery because the chances of winning are so low.
Try It Now 9
A multiple-choice question on an economics quiz contains 10 questions with five possible answers each. Compute the
probability of randomly guessing the answers and getting 9 questions correct.
Example 10.4.16
Compute the probability of randomly drawing five cards from a deck and getting exactly one Ace.
Solution
In many card games (such as poker) the order in which the cards are drawn is not important (since the player may rearrange the
cards in his hand any way he chooses); in the problems that follow, we will assume that this is the case unless otherwise stated.
Thus, we use combinations to compute the possible number of 5-card hands, C . This number will go in the denominator of
52 5
Aces and we want 4 of them, there will be 48C4 ways to select the four non-Aces. Now we use the Basic Counting Rule to
calculate that there will be C ⋅ C ways to choose one ace and four non-Aces.
4 1 48 4
Thus, there is about a 30% chance of drawing exactly one Ace in a hand of 5 cards.
10.4.8 https://math.libretexts.org/@go/page/59985
Example 10.4.17
Compute the probability of randomly drawing five cards from a deck and getting exactly two Aces.
Solution
The solution is similar to the previous example, except now we are choosing 2 Aces out of 4 and 3 non-Aces out of 48; the
denominator remains the same:
(4 C2 )(48 C3 ) 103776
P (two Aces) = = ≈ 0.0399
(52 C5 ) 2598960
There is about a 4% chance of drawing 2 Aces in a hand of 5 cards. Notice from example 37, the probability of drawing
exactly one Ace is much higher that drawing two.
Try It Now 10
Compute the probability of randomly drawing five cards from a deck of cards and getting three Aces and two Kings.
Birthday Problem
Let’s take a pause to consider a famous problem in probability theory:
Suppose you have a room full of 30 people. What is the probability that there is at least one shared birthday?
Take a guess at the answer to the above problem. Was your guess fairly low, like around 10%? That seems to be the intuitive
30
answer ( , perhaps?). Let’s see if we should listen to our intuition. Let’s start with a simpler problem, however.
365
Example 10.4.18
Suppose three people are in a room. What is the probability that there is at least one shared birthday among these three people?
Solution
There are a lot of ways there could be at least one shared birthday. Fortunately, there is an easier way. We ask ourselves “What
is the alternative to having at least one shared birthday?” In this case, the alternative is that there are no shared birthdays. In
other words, the alternative to “at least one” is having none. In other words, since this is a complementary event,
P (at least one) = 1– P (none)
We will start, then, by computing the probability that there is no shared birthday. Let’s imagine that you are one of these three
people. Your birthday can be anything without conflict, so there are 365 choices out of 365 for your birthday. What is the
probability that the second person does not share your birthday? There are 365 days in the year (let’s ignore leap years) and
removing your birthday from contention, there are 364 choices that will guarantee that you do not share a birthday with this
364
person, so the probability that the second person does not share your birthday is . Now we move to the third person. What
365
is the probability that this third person does not have the same birthday as either you or the second person? There are 363 days
that will not duplicate your birthday or the second person’s, so the probability that the third person does not share a birthday
363
with the first two is .
365
We want the second person not to share a birthday with you and the third person not to share a birthday with the first two
people, so we use the multiplication rule:
365 364 363
P (no shared birthday) = ⋅ ⋅ ≈ 0.9918
365 365 365
10.4.9 https://math.libretexts.org/@go/page/59985
P (shared birthday) = 1– P (no shared birthday) = 1– 0.9918 = 0.0082
This means there is less than a 1% chance that a person in a room of 3 has at least one shared birthday.
This is a pretty small number, so maybe it makes sense that the answer to our original problem will be small. Let’s make our group
a bit bigger.
Example 10.4.19
Suppose five people are in a room. What is the probability that there is at least one shared birthday among these five people?
Solution
Continuing the pattern of the previous example, the answer should be
365 364 363 362 361
P (shared birthday) = 1– ⋅ ⋅ ⋅ ⋅ ≈ 0.0271
365 365 365 365 365
which makes it a bit easier to type into a calculator or computer, and which suggests a nice formula as we continue to expand
the population of our group.
Example 10.4.20
Suppose 30 people are in a room. What is the probability that there is at least one shared birthday among these 30 people?
Solution
Here we can calculate
365 P30
P (shared birthday) = 1– ≈ 0.706
30
365
which gives us the surprising result that when you are in a room with 30 people there is a 70% chance that there will be at least
one shared birthday.
If you like to bet, and if you can convince 30 people to reveal their birthdays, you might be able to win some money by betting a
friend that there will be at least two people with the same birthday in the room anytime you are in a room of 30 or more people. (Of
course, you would need to make sure your friend hasn’t studied probability!) You wouldn’t be guaranteed to win, but you should
win more than half the time.
This is one of many results in probability theory that is counterintuitive; that is, it goes against our gut instincts. If you still don’t
believe the math, you can carry out a simulation. Just so you won’t have to go around rounding up groups of 30 people, someone
has kindly developed a Java applet so that you can conduct a computer simulation. Go to this web page: http://www-
stat.stanford.edu/~susan/.../Birthday.html, and once the applet has loaded, select 30 birthdays and then keep clicking Start and
Reset. If you keep track of the number of times that there is a repeated birthday, you should get a repeated birthday about 7 out of
every 10 times you run the simulation.
Try It Now 11
Suppose 10 people are in a room. What is the probability that there is at least one shared birthday among these 10 people?
This page titled 10.4: Counting is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
10.4.10 https://math.libretexts.org/@go/page/59985
history is available upon request.
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10.5: Expected Value
Expected value is perhaps the most useful probability concept we will discuss. It has many applications, from insurance policies to
making financial decisions, and it’s one thing that the casinos and government agencies that run gambling operations and lotteries
hope most people never learn about.
Example 10.5.1
In the casino game roulette, a wheel with 38 spaces (18 red, 18 black, and 2 green) is spun
[1]. In one possible bet, the player bets $1 on a single number. If that number is spun on the
wheel, then they receive $36 (their original $1 + $35). Otherwise, they lose their $1. On
average, how much money should a player expect to win or lose if they play this game
repeatedly?
Solution
Suppose you bet $1 on each of the 38 spaces on the wheel, for a total of $38 bet. When the winning number is spun, you are
paid $36 on that number. While you won on that one number, overall, you’ve lost $2. On a per-space basis, you have “won”
−$2
≈ −$0.053 . In other words, on average you lose 5.3 cents per space you bet on.
$38
We call this average gain or loss the expected value of playing roulette. Notice that no one ever loses exactly 5.3 cents: most people
(in fact, about 37 out of every 38) lose $1 and a very few people (about 1 person out of every 38) gain $35 (the $36 they win minus
the $1 they spent to play the game).
There is another way to compute expected value without imagining what would happen if we play every possible space. There are
1 37
38 possible outcomes when the wheel spins, so the probability of winning is . The complement, the probability of losing, is .
38 38
37
−$1
38
1 37
Notice that if we multiply each outcome by its corresponding probability we get $35 ⋅ = 0.9211 and −$1 ⋅ = −0.9737 ,
38 38
and if we add these numbers, we get 0.9211 + (−0.9737) ≈ −0.053, which is the expected value we computed above.
Expected Value is the average gain or loss of an event if the procedure is repeated many times.
We can compute the expected value by multiplying each outcome by the probability of that outcome, then adding up the
products.
Try It Now 12
You purchase a raffle ticket to help out a charity. The raffle ticket costs $5. The charity is selling 2000 tickets. One of them will
be drawn and the person holding the ticket will be given a prize worth $4000. Compute the expected value for this raffle.
10.5.1 https://math.libretexts.org/@go/page/59986
Example 10.5.2
In a certain state’s lottery, 48 balls numbered 1 through 48 are placed in a machine and six of them are drawn at random. If the
six numbers drawn match the numbers that a player had chosen, the player wins $1,000,000. If they match 5 numbers, then win
$1,000. It costs $1 to buy a ticket. Find the expected value.
Solution
Earlier, we calculated the probability of matching all 6 numbers and the probability of matching 5 numbers:
6 C6 1
= ≈ 0.0000000815 for all 6 numbers,
48 C6 12271512
(6 C5 )(42 C1 ) 252
= ≈ 0.0000205 for 5 numbers,
48 C6 12271512
252
$999
12271512
253 12271259
-$1 1 − =
12271512 12271512
On average, one can expect to lose about 90 cents on a lottery ticket. Of course, most players will lose $1.
In general, if the expected value of a game is negative, it is not a good idea to play the game, since on average you will lose money.
It would be better to play a game with a positive expected value (good luck trying to find one!), although keep in mind that even if
the average winnings are positive it could be the case that most people lose money and one very fortunate individual wins a great
deal of money. If the expected value of a game is 0, we call it a fair game, since neither side has an advantage.
Not surprisingly, the expected value for casino games is negative for the player, which is positive for the casino. It must be positive
or they would go out of business. Players just need to keep in mind that when they play a game repeatedly, their expected value is
negative. That is fine so long as you enjoy playing the game and think it is worth the cost. But it would be wrong to expect to come
out ahead.
Try It Now 13
A friend offers to play a game, in which you roll 3 standard 6-sided dice. If all the dice roll different values, you give him $1. If
any two dice match values, you get $2. What is the expected value of this game? Would you play?
Expected value also has applications outside of gambling. Expected value is very common in making insurance decisions.
Example 10.5.3
A 40-year-old man in the U.S. has a 0.242% risk of dying during the next year [2]. An insurance company charges $275 for a
life-insurance policy that pays a $100,000 death benefit. What is the expected value for the person buying the insurance?
Solution
The probabilities and outcomes are
10.5.2 https://math.libretexts.org/@go/page/59986
Outcome Probability of Outcome
Not surprisingly, the expected value is negative; the insurance company can only afford to offer policies if they, on average, make
money on each policy. They can afford to pay out the occasional benefit because they offer enough policies that those benefit
payouts are balanced by the rest of the insured people.
For people buying the insurance, there is a negative expected value, but there is a security that comes from insurance that is worth
that cost.
2. Since the second draw is made after replacing the first card, these events are independent. The probability of an ace on each
4 1 1 1 1
draw is = , so the probability of an Ace on both draws is ⋅ = .
52 13 13 13 169
6 3 18
3. P (white sock and white tee) = ⋅ =
10 7 70
6 3 9 27
P (white sock or white tee) = + − =
10 7 35 35
6 5 30 1
4. a. ⋅ = =
10 9 90 3
5. Out of 100,000 people, 500 would have the disease. Of those, all 500 would test positive. Of the 99,500 without the disease,
2,985 would falsely test positive and the other 96,515 would test negative.
500 500
P (disease|positive) = = ≈ 14.3%
500 + 2985 3485
8. Order does not matter. 29 C19 = 20, 030, 010 possible subcommittees
9. There are 5 = 9, 765, 625 different ways the exam can be answered. There are 9 possible locations for the one missed
10
question, and in each of those locations there are 4 wrong answers, so there are 36 ways the test could be answered with one
wrong answer.
36
P (9 answers correct) =
10
≈ 0.0000037 chance
5
(4 C3 )(4 C2 ) 24
10. P (three Aces and two Kings) = = ≈ 0.0000092
52 C5 2598960
365 P1 0
11. P (sharedbirthday) = 1 − 10
≈ 0.117
365
1 1999
12. ($3995) ⋅ + (−$5) ⋅ ≈ −$3.00
2000 2000
5
13. Suppose you roll the first die. The probability the second will be different is . The probability that the third roll is
6
4 5 4 20
different than the previous two is , so the probability that the three dice are different is ⋅ = . The probability that
6 6 6 36
20 16
two dice will match is the complement, 1 − = .
36 36
16 20 12
The expected value is: ($2) ⋅ + (−$1) ⋅ = ≈ $0.33 .
36 36 36
10.5.3 https://math.libretexts.org/@go/page/59986
Yes, it is in your advantage to play. On average, you’d win $0.33 per play.
Notes:
1. Photo CC-BY-SA http://www.flickr.com/photos/stoneflower/
2. According to the estimator at http://www.numericalexample.com/index.php?view=article&id=91
This page titled 10.5: Expected Value is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
10.5.4 https://math.libretexts.org/@go/page/59986
10.6: Exercises
1. A ball is drawn randomly from a jar that contains 6 red balls, 2 white balls, and 5 yellow balls. Find the probability of the given
event.
a. A red ball is drawn
b. A white ball is drawn
2. Suppose you write each letter of the alphabet on a different slip of paper and put the slips into a hat. What is the probability of
drawing one slip of paper from the hat at random and getting:
a. A consonant
b. A vowel
3. A group of people were asked if they had run a red light in the last year. 150 responded “yes”, and 185 responded “no.” Find the
probability that if a person is chosen at random, they have run a red light in the last year.
4. In a survey, 205 people indicated they prefer cats, 160 indicated they prefer dots, and 40 indicated they don’t enjoy either pet.
Find the probability that if a person is chosen at random, they prefer cats.
5. Compute the probability of tossing a six-sided die (with sides numbered 1 through 6) and getting a 5.
6. Compute the probability of tossing a six-sided die and getting a 7.
7. Giving a test to a group of students, the grades and gender are summarized below. If one student was chosen at random, find the
probability that the student was female.
A B C Total
Male 8 18 13 39
Female 10 4 12 26
Total 18 22 25 65
8. The table below shows the number of credit cards owned by a group of individuals. If one person was chosen at random, find the
probability that the person had no credit cards.
Male 9 5 19 33
Female 18 10 20 48
Total 27 15 39 81
9. Compute the probability of tossing a six-sided die and getting an even number.
10. Compute the probability of tossing a six-sided die and getting a number less than 3.
11. If you pick one card at random from a standard deck of cards, what is the probability it will be a King?
12. If you pick one card at random from a standard deck of cards, what is the probability it will be a Diamond?
13. Compute the probability of rolling a 12-sided die and getting a number other than 8.
14. If you pick one card at random from a standard deck of cards, what is the probability it is not the Ace of Spades?
15. Referring to the grade table from question #7, what is the probability that a student chosen at random did NOT earn a C?
16. Referring to the credit card table from question #8, what is the probability that a person chosen at random has at least one credit
card?
17. A six-sided die is rolled twice. What is the probability of showing a 6 on both rolls?
18. A fair coin is flipped twice. What is the probability of showing heads on both flips?
10.6.1 https://math.libretexts.org/@go/page/59987
19. A die is rolled twice. What is the probability of showing a 5 on the first roll and an even number on the second roll?
20. Suppose that 21% of people own dogs. If you pick two people at random, what is the probability that they both own a dog?
21. Suppose a jar contains 17 red marbles and 32 blue marbles. If you reach in the jar and pull out 2 marbles at random, find the
probability that both are red.
22. Suppose you write each letter of the alphabet on a different slip of paper and put the slips into a hat. If you pull out two slips at
random, find the probability that both are vowels.
23. Bert and Ernie each have a well-shuffled standard deck of 52 cards. They each draw one card from their own deck. Compute
the probability that:
a. Bert and Ernie both draw an Ace.
b. Bert draws an Ace but Ernie does not.
c. neither Bert nor Ernie draws an Ace.
d. Bert and Ernie both draw a heart.
e. Bert gets a card that is not a Jack and Ernie draws a card that is not a heart.
24. Bert has a well-shuffled standard deck of 52 cards, from which he draws one card; Ernie has a 12-sided die, which he rolls at
the same time Bert draws a card. Compute the probability that:
a. Bert gets a Jack and Ernie rolls a five.
b. Bert gets a heart and Ernie rolls a number less than six.
c. Bert gets a face card (Jack, Queen or King) and Ernie rolls an even number.
d. Bert gets a red card and Ernie rolls a fifteen.
e. Bert gets a card that is not a Jack and Ernie rolls a number that is not twelve.
25. Compute the probability of drawing a King from a deck of cards and then drawing a Queen.
26. Compute the probability of drawing two spades from a deck of cards.
27. A math class consists of 25 students, 14 female and 11 male. Two students are selected at random to participate in a probability
experiment. Compute the probability that
a. a male is selected, then a female.
b. a female is selected, then a male.
c. two males are selected.
d. two females are selected.
e. no males are selected.
28. A math class consists of 25 students, 14 female and 11 male. Three students are selected at random to participate in a
probability experiment. Compute the probability that
a. a male is selected, then two females.
b. a female is selected, then two males.
c. two females are selected, then one male.
d. three males are selected.
e. three females are selected.
29. Giving a test to a group of students, the grades and gender are summarized below. If one student was chosen at random, find the
probability that the student was female and earned an A.
A B C Total
Male 8 18 13 39
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Female 10 4 12 26
Total 18 22 25 65
30. The table below shows the number of credit cards owned by a group of individuals. If one person was chosen at random, find
the probability that the person was male and had two or more credit cards.
Male 9 5 19 33
Female 18 10 20 48
Total 27 15 39 81
31. A jar contains 6 red marbles numbered 1 to 6 and 8 blue marbles numbered 1 to 8. A marble is drawn at random from the jar.
Find the probability the marble is red or oddnumbered.
32. A jar contains 4 red marbles numbered 1 to 4 and 10 blue marbles numbered 1 to 10. A marble is drawn at random from the jar.
Find the probability the marble is blue or evennumbered.
33. Referring to the table from #29, find the probability that a student chosen at random is female or earned a B.
34. Referring to the table from #30, find the probability that a person chosen at random is male or has no credit cards.
35. Compute the probability of drawing the King of hearts or a Queen from a deck of cards.
36. Compute the probability of drawing a King or a heart from a deck of cards.
37. A jar contains 5 red marbles numbered 1 to 5 and 8 blue marbles numbered 1 to 8. A marble is drawn at random from the jar.
Find the probability the marble is
a. Even-numbered given that the marble is red.
b. Red given that the marble is even-numbered.
38. A jar contains 4 red marbles numbered 1 to 4 and 8 blue marbles numbered 1 to 8. A marble is drawn at random from the jar.
Find the probability the marble is
a. Odd-numbered given that the marble is blue.
b. Blue given that the marble is odd-numbered.
39. Compute the probability of flipping a coin and getting heads, given that the previous flip was tails.
40. Find the probability of rolling a “1” on a fair die, given that the last 3 rolls were all ones.
41. Suppose a math class contains 25 students, 14 females (three of whom speak French) and 11 males (two of whom speak
French). Compute the probability that a randomly selected student speaks French, given that the student is female.
42. Suppose a math class contains 25 students, 14 females (three of whom speak French) and 11 males (two of whom speak
French). Compute the probability that a randomly selected student is male, given that the student speaks French.
43. A certain virus infects one in every 400 people. A test used to detect the virus in a person is positive 90% of the time if the
person has the virus and 10% of the time if the person does not have the virus. Let A be the event “the person is infected” and B be
the event “the person tests positive.”
a. Find the probability that a person has the virus given that they have tested positive, i.e. find P (A|B).
b. Find the probability that a person does not have the virus given that they test negative, i.e. find P (not A|not B) .
44. A certain virus infects one in every 2000 people. A test used to detect the virus in a person is positive 96% of the time if the
person has the virus and 4% of the time if the person does not have the virus. Let A be the event “the person is infected” and B be
the event “the person tests positive.”
a. Find the probability that a person has the virus given that they have tested positive, i.e. find P (A|B).
b. Find the probability that a person does not have the virus given that they test negative, i.e. find P (not A|not B) .
10.6.3 https://math.libretexts.org/@go/page/59987
45. A certain disease has an incidence rate of 0.3%. If the false negative rate is 6% and the false positive rate is 4%, compute the
probability that a person who tests positive actually has the disease.
46. A certain disease has an incidence rate of 0.1%. If the false negative rate is 8% and the false positive rate is 3%, compute the
probability that a person who tests positive actually has the disease.
47. A certain group of symptom-free women between the ages of 40 and 50 are randomly selected to participate in mammography
screening. The incidence rate of breast cancer among such women is 0.8%. The false negative rate for the mammogram is 10%.
The false positive rate is 7%. If a the mammogram results for a particular woman are positive (indicating that she has breast
cancer), what is the probability that she actually has breast cancer?
48. About 0.01% of men with no known risk behavior are infected with HIV. The false negative rate for the standard HIV test
0.01% and the false positive rate is also 0.01%. If a randomly selected man with no known risk behavior tests positive for HIV,
what is the probability that he is actually infected with HIV?
49. A boy owns 2 pairs of pants, 3 shirts, 8 ties, and 2 jackets. How many different outfits can he wear to school if he must wear
one of each item?
50. At a restaurant you can choose from 3 appetizers, 8 entrees, and 2 desserts. How many different three-course meals can you
have?
51. How many three-letter words can be made from 4 letters FGHI if
a. repetition of letters is allowed
b. repetition of letters is not allowed
52. How many four-letter words can be made from 6 letters AEBWDP if
a. repetition of letters is allowed
b. repetition of letters is not allowed
53. All of the license plates in a particular state feature three letters followed by three digits (e.g. ABC 123). How many different
license plate numbers are available to the state’s Department of Motor Vehicles?
54. A computer password must be eight characters long. How many passwords are possible if only the 26 letters of the alphabet are
allowed?
55. A pianist plans to play 4 pieces at a recital. In how many ways can she arrange these pieces in the program?
56. In how many ways can first, second, and third prizes be awarded in a contest with 210 contestants?
57. Seven Olympic sprinters are eligible to compete in the 4 x 100 m relay race for the USA Olympic team. How many four-person
relay teams can be selected from among the seven athletes?
58. A computer user has downloaded 25 songs using an online file-sharing program and wants to create a CD-R with ten songs to
use in his portable CD player. If the order that the songs are placed on the CD-R is important to him, how many different CD-Rs
could he make from the 25 songs available to him?
59. In western music, an octave is divided into 12 pitches. For the film Close Encounters of the Third Kind, director Steven
Spielberg asked composer John Williams to write a five-note theme, which aliens would use to communicate with people on Earth.
Disregarding rhythm and octave changes, how many five-note themes are possible if no note is repeated?
60. In the early twentieth century, proponents of the Second Viennese School of musical composition (including Arnold Schönberg,
Anton Webern and Alban Berg) devised the twelve-tone technique, which utilized a tone row consisting of all 12 pitches from the
chromatic scale in any order, but with not pitches repeated in the row. Disregarding rhythm and octave changes, how many tone
rows are possible?
61. In how many ways can 4 pizza toppings be chosen from 12 available toppings?
62. At a baby shower 17 guests are in attendance and 5 of them are randomly selected to receive a door prize. If all 5 prizes are
identical, in how many ways can the prizes be awarded?
63. In the 6/50 lottery game, a player picks six numbers from 1 to 50. How many different choices does the player have if order
doesn’t matter?
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64. In a lottery daily game, a player picks three numbers from 0 to 9. How many different choices does the player have if order
doesn’t matter?
65. A jury pool consists of 27 people. How many different ways can 11 people be chosen to serve on a jury and one additional
person be chosen to serve as the jury foreman?
66. The United States Senate Committee on Commerce, Science, and Transportation consists of 23 members, 12 Republicans and
11 Democrats. The Surface Transportation and Merchant Marine Subcommittee consists of 8 Republicans and 7 Democrats. How
many ways can members of the Subcommittee be chosen from the Committee?
67. You own 16 CDs. You want to randomly arrange 5 of them in a CD rack. What is the probability that the rack ends up in
alphabetical order?
68. A jury pool consists of 27 people, 14 men and 13 women. Compute the probability that a randomly selected jury of 12 people is
all male.
69. In a lottery game, a player picks six numbers from 1 to 48. If 5 of the 6 numbers match those drawn, they player wins second
prize. What is the probability of winning this prize?
70. In a lottery game, a player picks six numbers from 1 to 48. If 4 of the 6 numbers match those drawn, they player wins third
prize. What is the probability of winning this prize?
71. Compute the probability that a 5-card poker hand is dealt to you that contains all hearts.
72. Compute the probability that a 5-card poker hand is dealt to you that contains four Aces.
73. A bag contains 3 gold marbles, 6 silver marbles, and 28 black marbles. Someone offers to play this game: You randomly select
on marble from the bag. If it is gold, you win $3. If it is silver, you win $2. If it is black, you lose $1. What is your expected value
if you play this game?
74. A friend devises a game that is played by rolling a single six-sided die once. If you roll a 6, he pays you $3; if you roll a 5, he
pays you nothing; if you roll a number less than 5, you pay him $1. Compute the expected value for this game. Should you play
this game?
75. In a lottery game, a player picks six numbers from 1 to 23. If the player matches all six numbers, they win 30,000 dollars.
Otherwise, they lose $1. Find the expected value of this game.
76. A game is played by picking two cards from a deck. If they are the same value, then you win $5, otherwise you lose $1. What is
the expected value of this game?
77. A company estimates that 0.7% of their products will fail after the original warranty period but within 2 years of the purchase,
with a replacement cost of $350. If they offer a 2-year extended warranty for $48, what is the company’s expected value of each
warranty sold?
78. An insurance company estimates the probability of an earthquake in the next year to be 0.0013. The average damage done by
an earthquake it estimates to be $60,000. If the company offers earthquake insurance for $100, what is their expected value of the
policy?
Exploration
Some of these questions were adapted from puzzles at mindyourdecisions.com.
79. A small college has been accused of gender bias in its admissions to graduate programs.
a. Out of 500 men who applied, 255 were accepted. Out of 700 women who applied, 240 were accepted. Find the acceptance
rate for each gender. Does this suggest bias?
b. The college then looked at each of the two departments with graduate programs, and found the data below. Compute the
acceptance rate within each department by gender. Does this suggest bias?
Men Women
Department
Applied Admitted Applied Admitted
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Dept B 100 15 600 150
c. Looking at our results from Parts a and b, what can you conclude? Is there gender bias in this college’s admissions? If so,
in which direction?
18
80. A bet on “black” in Roulette has a probability of of winning. If you win, you double your money. You can bet anywhere
38
from $1 to $100 on each spin.
a. Suppose you have $10, and are going to play until you go broke or have $20. What is your best strategy for playing?
b. Suppose you have $10, and are going to play until you go broke or have $30. What is your best strategy for playing?
81. Your friend proposes a game: You flip a coin. If it’s heads, you win $1. If it’s tails, you lose $1. However, you are worried the
coin might not be fair coin. How could you change the game to make the game fair, without replacing the coin?
82. Fifty people are in a line. The first person in the line to have a birthday matching someone in front of them will win a prize. Of
course, this means the first person in the line has no chance of winning. Which person has the highest likelihood of winning?
83. Three people put their names in a hat, then each draw a name, as part of a randomized gift exchange. What is the probability
that no one draws their own name? What about with four people?
84. How many different “words” can be formed by using all the letters of each of the following words exactly once?
a. “ALICE”
b. “APPLE”
85. How many different “words” can be formed by using all the letters of each of the following words exactly once?
a. “TRUMPS”
b. “TEETER”
86. The Monty Hall problem is named for the host of the game show Let’s make a Deal. In this game, there would be three doors,
behind one of which there was a prize. The contestant was asked to choose one of the doors. Monty Hall would then open one of
the other doors to show there was no prize there. The contestant was then asked if they wanted to stay with their original door, or
switch to the other unopened door. Is it better to stay or switch, or does it matter?
87. Suppose you have two coins, where one is a fair coin, and the other coin comes up heads 70% of the time. What is the
probability you have the fair coin given each of the following outcomes from a series of flips?
a. 5 Heads and 0 Tails
b. 8 Heads and 3 Tails
c. 10 Heads and 10 Tails
d. 3 Heads and 8 Tails
88. Suppose you have six coins, where five are fair coins, and one coin comes up heads 80% of the time. What is the probability
you have a fair coin given each of the following outcomes from a series of flips?
a. 5 Heads and 0 Tails
b. 8 Heads and 3 Tails
c. 10 Heads and 10 Tails
d. 3 Heads and 8 Tails
89. In this problem, we will explore probabilities from a series of events.
a. If you flip 20 coins, how many would you expect to come up “heads”, on average? Would you expect every flip of 20
coins to come up with exactly that many heads?
b. If you were to flip 20 coins, what would you consider a “usual” result? An “unusual” result?
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c. Flip 20 coins (or one coin 20 times) and record how many come up “heads”. Repeat this experiment 9 more times. Collect
the data from the entire class.
d. When flipping 20 coins, what is the theoretic probability of flipping 20 heads?
e. Based on the class’s experimental data, what appears to be the probability of flipping 10 heads out of 20 coins?
f. The formula x
n Cx p (1
n−x
− p) will compute the probability of an event with probability p occurring x times out of n ,
1
such as flipping x heads out of n coins where the probability of heads is p = . Use this to compute the theoretic
2
probability of flipping 10 heads out of 20 coins.
g. If you were to flip 20 coins, based on the class’s experimental data, what range of values would you consider a “usual”
result? What is the combined probability of these results? What would you consider an “unusual” result? What is the
combined probability of these results?
h. We’ll now consider a simplification of a case from the 1960s. In the area, about 26% of the jury eligible population was
black. In the court case, there were 100 men on the juror panel, of which 8 were black. Does this provide evidence of racial
bias in jury selection?
This page titled 10.6: Exercises is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz (ASCCC
Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a detailed edit
history is available upon request.
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CHAPTER OVERVIEW
All of these examples show a typical pattern that seems to be a part of many real-life phenomena. In statistics, because this pattern
is so pervasive, it seems to fit to call it normal, or more formally, the normal distribution. The normal distribution is an extremely
important concept, because it occurs so often in the data we collect from the natural world, as well as in many of the more
theoretical ideas that are the foundation of statistics. This chapter explores the details of the normal distribution.
11.1: The Standard Normal Probability Distribution
11.2: The Density Curve of a Normal Distribution
11.3: Application of Normal Distributions
11.4: Exercises
This page titled 11: Normal Distribution is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated by Darlene Diaz
(ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts platform; a
detailed edit history is available upon request.
1
11.1: The Standard Normal Probability Distribution
Learning Objectives
1. Identify the characteristics of a normal distribution.
2. Identify and use the Empirical Rule (68-95-99.7 Rule) for normal distributions.
3. Calculate a z-score and relate it to probability.
4. Determine if a data set corresponds to a normal distribution.
Because so many real data sets closely approximate a normal distribution, we can use the idealized normal curve to learn a great
deal about such data. With a practical data collection, the distribution will never be exactly symmetric, so just like situations
involving probability, a true normal distribution only results from an infinite collection of data. Also, it is important to note that the
normal distribution describes a continuous random variable.
Center
Due to the exact symmetry of a normal curve, the center of a normal distribution, or a data set that approximates a normal
distribution, is located at the highest point of the distribution, and all the statistical measures of center we have already studied (the
mean, median, and mode) are equal.
It is also important to realize that this center peak divides the data into two equal parts.
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Spread
Let’s go back to our popcorn example. The bag advertises a certain time, beyond which you risk burning the popcorn. From
experience, the manufacturers know when most of the popcorn will stop popping, but there is still a chance that there are those rare
kernels that will require more (or less) time to pop than the time advertised by the manufacturer. The directions usually tell you to
stop when the time between popping is a few seconds, but aren’t you tempted to keep going so you don’t end up with a bag full of
un-popped kernels? Because this is a real, and not theoretical, situation, there will be a time when the popcorn will stop popping
and start burning, but there is always a chance, no matter how small, that one more kernel will pop if you keep the microwave
going. In an idealized normal distribution of a continuous random variable, the distribution continues infinitely in both directions.
Because of this infinite spread, the range would not be a useful statistical measure of spread. The most common way to measure the
spread of a normal distribution is with the standard deviation, or the typical distance away from the mean. Because of the symmetry
of a normal distribution, the standard deviation indicates how far away from the maximum peak the data will be. Here are two
normal distributions with the same center (mean):
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The first distribution pictured above has a smaller standard deviation, and so more of the data are heavily concentrated around the
mean than in the second distribution. Also, in the first distribution, there are fewer data values at the extremes than in the second
distribution. Because the second distribution has a larger standard deviation, the data are spread farther from the mean value, with
more of the data appearing in the tails.
We can graph a normal curve for a probability distribution on the TI-83/84 calculator. To do so, first press [Y=]. To create a
normal distribution, we will draw an idealized curve using something called a density function. The command is called
‘normalpdf(’, and it is found by pressing [2nd][DISTR][1]. Enter an X to represent the random variable, followed by the mean
and the standard deviation, all separated by commas. For this example, choose a mean of 5 and a standard deviation of 1.
Adjust your window to match the following settings and press [GRAPH].
Press [2ND][QUIT] to go to the home screen. We can draw a vertical line at the mean to show it is in the center of the
distribution by pressing [2ND][DRAW] and choosing ‘Vertical’. Enter the mean, which is 5, and press [ENTER].
Remember that even though the graph appears to touch the x-axis, it is actually just very close to it.
In your Y= Menu, enter the following to graph 3 different normal distributions, each with a different standard deviation:
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This makes it easy to see the change in spread when the standard deviation changes.
Notice that vertical lines are drawn at points that are exactly one standard deviation to the left and right of the mean. We have
consistently described standard deviation as a measure of the typical distance away from the mean. How much of the data is
actually within one standard deviation of the mean? To answer this question, think about the space, or area, under the curve. The
entire data set, or 100% of it, is contained under the whole curve. What percentage would you estimate is between the two lines? To
help estimate the answer, we can use a graphing calculator. Graph a standard normal distribution over an appropriate window.
Now press [2ND][DISTR], go to the DRAW menu, and choose ‘ShadeNorm(’. Insert ‘−1, 1’ after the ‘Shade-Norm(’ command
and press [ENTER]. It will shade the area within one standard deviation of the mean.
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The calculator also gives a very accurate estimate of the area. We can see from the rightmost screenshot above that approximately
68% of the area is within one standard deviation of the mean. If we venture to 2 standard deviations away from the mean, how
much of the data should we expect to capture? Make the following changes to the ‘ShadeNorm(’ command to find out:
Notice from the shading that almost all of the distribution is shaded, and the percentage of data is close to 95%. If you were to
venture to 3 standard deviations from the mean, 99.7%, or virtually all of the data, is captured, which tells us that very little of the
data in a normal distribution is more than 3 standard deviations from the mean.
Notice that the calculator actually makes it look like the entire distribution is shaded because of the limitations of the screen
resolution, but as we have already discovered, there is still some area under the curve further out than that. These three approximate
percentages, 68%, 95%, and 99.7%, are extremely important and are part of what is called the Empirical Rule.
The Empirical Rule states that the percentages of data in a normal distribution within 1, 2, and 3 standard deviations of the mean
are approximately 68%, 95%, and 99.7%, respectively.
On the Web
http://tinyurl.com/2ue78u Explore the Empirical Rule.
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You may recall that deviation is the mean value of the variable subtracted from the observed value, so in symbolic terms, the z-
score would be:
x− µ
z =
σ
As previously stated, since σ is always positive, z will be positive when x is greater than µ and negative when x is less than µ . A z-
score of zero means that the term has the same value as the mean. The value of z represents the number of standard deviations the
given value of x is above or below the mean.
Example 11.1.1
What is the z-score for an A on the test described above, which has a mean score of 82? (Assume that an A is a 93.)
Solution
The z-score can be calculated as follows:
x− µ
z =
σ
93 − 82
z =
7
z ≈ 1.57
If we know that the test scores from the last example are distributed normally, then a z-score can tell us something about how our
test score relates to the rest of the class. From the Empirical Rule, we know that about 68% of the students would have scored
between a z-score of −1 and 1, or between a 75 and an 89, on the test. If 68% of the data is between these two values, then that
leaves the remaining 32% in the tail areas. Because of symmetry, half of this, or 16%, would be in each individual tail.
Example 11.1.2
On a nationwide math test, the mean was 65 and the standard deviation was 10. If Robert scored 81, what was his z-score?
Solution
x− µ
z =
σ
81 − 65
z =
10
z ≈ 1.60
Example 11.1.3
On a college entrance exam, the mean was 70, and the standard deviation was 8. If Helen’s zscore was −1.5, what was her
exam score?
Solution
x− µ
Since z = , then we can rewrite this formula solving for x:
σ
x = µ + zσ
Now, we can obtain Helen's exam score with the given parameters:
x = µ + zσ
x = 70 + (−1.5)(8)
x = 58
Thus, Helen’s exam score was 58; notice a score of 58 is below the mean and this makes sense since her z-score was negative.
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Assessing Normality
The best way to determine if a data set approximates a normal distribution is to look at a visual representation. Histograms and box
plots can be useful indicators of normality, but they are not always definitive. It is often easier to tell if a data set is not normal from
these plots.
If a data set is skewed right, it means that the right tail is significantly longer than the left. Similarly, skewed left means the left tail
has more weight than the right. A bimodal distribution, on the other hand, has two modes, or peaks. For instance, with a histogram
of the heights of American 30-yearold adults, you will see a bimodal distribution−one mode for males and one mode for females.
There is a plot we can use to determine if a distribution is normal called a normal probability plot or normal quantile plot. To
make this plot by hand, first order your data from smallest to largest. Then, determine the quantile of each data point. Finally, using
a table of standard normal probabilities, determine the closest z-score for each quantile. Plot these z-scores against the actual data
values. To make a normal probability plot using your calculator, enter your data into a list, then use the last type of graph in the
STAT PLOT menu, as shown below:
If the data set is normal, then this plot will be perfectly linear. The closer to being linear the normal probability plot is, the more
closely the data set approximates a normal distribution.
Look below at the histogram and the normal probability plot for the same data.
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The histogram is fairly symmetric and mound-shaped and appears to display the characteristics of a normal distribution. When the
z-scores of the quantiles of the data are plotted against the actual data values, the normal probability plot appears strongly linear,
indicating that the data set closely approximates a normal distribution. The following example will allow you to see how a normal
probability plot is made in more detail.
Example 11.1.4
The following data set tracked high school seniors’ involvement in traffic accidents. The participants were asked the following
question: “During the last 12 months, how many accidents have you had while you were driving (whether or not you were
responsible)?”
Solution
1991 75.7
1992 76.9
1993 76.1
1994 75.7
1995 75.3
1996 74.1
1997 74.4
1998 74.4
1999 75.1
2000 75.1
2001 75.5
2002 75.5
2003 75.8
Figure: Percentage of high school seniors who said they were involved in no traffic accidents.
Source: Sourcebook of Criminal Justice Statistics: http://www.albany.edu/sourcebook/pdf/t352.pdf
Here is a histogram and a box plot of this data:
The histogram appears to show a roughly mound-shaped and symmetric distribution. The box plot does not appear to be
significantly skewed, but the various sections of the plot also do not appear to be overly symmetric, either. In the following
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chart, the data has been reordered from smallest to largest, the quantiles have been determined, and the closest corresponding
z-scores have been found using a table of standard normal probabilities.
2
1997 74.4 = 0.154 -1.02
13
3
1998 74.4 = 0.231 -0.74
13
4
1999 75.1 = 0.286 -0.56
13
5
2000 75.1 = 0.385 -0.29
13
6
1995 75.3 = 0.462 -0.09
13
7
2001 75.5 = 0.538 0.1
13
8
2002 75.5 = 0.615 0.29
13
9
1991 75.7 = 0.692 0.59
13
10
1994 75.7 = 0.769 0.74
13
11
2003 75.8 = 0.846 1.02
13
12
1993 76.1 = 0.923 1.43
13
13
1992 76.9 = 1 3.49
13
Here is a plot of the percentages versus the z-scores of their quantiles, or the normal probability plot:
Remember that you can simplify this process by simply entering the percentages into a L1 in your calculator and selecting the
normal probability plot option (the last type of plot) in STAT PLOT.
While not perfectly linear, this plot does have a strong linear pattern, and we would, therefore, conclude that the distribution is
reasonably normal.
Exercises
1. Which of the following data sets is most likely to be normally distributed? For the other choices, explain why you believe they
would not follow a normal distribution.
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a) The hand span (measured from the tip of the thumb to the tip of the extended 5th finger) of a random sample of high school
seniors
b) The annual salaries of all employees of a large shipping company
c) The annual salaries of a random sample of 50 CEOs of major companies, 25 women and 25 men
d) The dates of 100 pennies taken from a cash drawer in a convenience store
2. The grades on a statistics mid-term for a high school are normally distributed, with µ = 81 and σ = 6.3. Calculate the z-scores
for each of the following exam grades. Draw and label a sketch for each example. 65, 83, 93, 100
3. Assume that the mean weight of 1-year-old girls in the USA is normally distributed, with a mean of about 9.5 kilograms and a
standard deviation of approximately 1.1 kilograms. Without using a calculator, estimate the percentage of 1-year-old girls who
meet the following conditions. Draw a sketch and shade the proper region for each problem.
a) Less than 8.4 kg
b) Between 7.3 kg and 11.7 kg
c) More than 12.8 kg
4. For a standard normal distribution, place the following in order from smallest to largest.
a) The percentage of data below 1
b) The percentage of data below −1
c) The mean
d) The standard deviation
e) The percentage of data above 2
5. The 2007 AP Statistics examination scores were not normally distributed, with µ = 2.8 and σ = 1.34 [1]. What is the
approximate z-score that corresponds to an exam score of 5? (The scores range from 1 to 5.)
a) 0.786
b) 1.46
c) 1.64
d) 2.20
e) A z-score cannot be calculated because the distribution is not normal.
6. The heights of 5th-grade boys in the USA is approximately normally distributed, with a mean height of 143.5 cm and a standard
deviation of about 7.1 cm. What is the probability that a randomly chosen 5th-grade boy would be taller than 157.7 cm?
7. A statistics class bought some sprinkle (or jimmies) doughnuts for a treat and noticed that the number of sprinkles seemed to
vary from doughnut to doughnut, so they counted the sprinkles on each doughnut.
Here are the results: 241, 282, 258, 223, 133, 335, 322, 323, 354, 194, 332, 274, 233, 147, 213, 262, 227, and 366.
Create a histogram, dot plot, or box plot for this data. Comment on the shape, center, and spread of the distribution.
Notes:
1. Data available on the College Board Website: http://professionals.collegeboard.com/data-reportsresearch/ap/archi ved/2007
This page titled 11.1: The Standard Normal Probability Distribution is shared under a CC BY-NC-SA 4.0 license and was authored, remixed,
and/or curated by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of
the LibreTexts platform; a detailed edit history is available upon request.
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11.2: The Density Curve of a Normal Distribution
Learning Objectives
1. Identify the properties of a normal density curve and the relationship between concavity and standard deviation.
2. Convert between z-scores and areas under a normal probability curve.
3. Calculate probabilities that correspond to left, right, and middle areas from a z-score table.
4. Calculate probabilities that correspond to left, right, and middle areas using a graphing calculator.
5. Calculate for unknown values other than the z-score and area.
Introduction
In this section, we will continue our investigation of normal distributions to include density curves and learn various methods for
calculating probabilities from the normal density curve.
Density Curves
A density curve is an idealized representation of a distribution in which the area under the curve is defined to be 1. Density curves
need not be normal, but the normal density curve will be the most useful to us.
Notice that the curves are spread increasingly wider. Lines have been drawn to show the points that are one standard deviation on
either side of the mean. Look at where this happens on each density curve.
Here is a normal distribution with an even larger standard deviation.
Is it possible to predict the standard deviation of this distribution by estimating the x-coordinate of a point on the density curve?
Read on to find out!
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You may have noticed that the density curve changes shape at two points in each of our examples. These are the points where the
curve changes concavity. Starting from the mean and heading outward to the left and right, the curve is concave down. (It looks
like a mountain, or ‘n ’ shape.) After passing these points, the curve is concave up. (It looks like a valley, or ‘u’ shape.) The points
at which the curve changes from being concave up to being concave down are called the inflection points. On a normal density
curve, these inflection points are always exactly one standard deviation away from the mean.
In this example, the standard deviation is 3 units. We can use this concept to estimate the standard deviation of a normally
distributed data set.
Example 11.2.1
Estimate the standard deviation of the distribution represented by the following histogram.
Solution
This distribution is fairly normal, so we could draw a density curve to approximate it as follows:
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It appears that the mean is about 0.5 and that the x-coordinates of the inflection points are about 0.45 and 0.55, respectively.
This would lead to an estimate of about 0.05 for the standard deviation.
The actual statistics for this distribution are as follows:
s ≈ 0.04988
¯¯
x̄ ≈ 0.4997
We can verify these figures by using the expectations from the Empirical Rule. In the following graph, we have highlighted the bins
that are contained within one standard deviation of the mean.
If you estimate the relative frequencies from each bin, their total is remarkably close to 68%. Make sure to divide the relative
frequencies from the bins on the ends by 2 when performing your calculation.
z-scores
All normal distributions have the same basic shape, and therefore, rescaling and re-centering can be implemented to change any
normal distributions to one with a mean of 0 and a standard deviation of 1. This configuration is referred to as a standard normal
distribution. In a standard normal distribution, the variable along the horizontal axis is the z-score. This score is another measure
of the performance of an individual score in a population. To review, the z-score measures how many standard deviations a score is
away from the mean. The z-score of the term x in a population distribution whose mean is µ and whose standard deviation is σ is
x− µ
given by: . Since σ is always positive, z will be positive when x is greater than µ and negative when x is less than µ . A z-
σ
score of 0 means that the term has the same value as the mean. The value of z is the number of standard deviations the given value
of x is above or below the mean.
Example 11.2.2
On a nationwide math test, the mean was 65 and the standard deviation was 10. If Robert scored 81, what was his z-score?
Solution
x− µ
z =
σ
81 − 65
z =
1.6
z = 10
Example 11.2.3
On a college entrance exam, the mean was 70 and the standard deviation was 8. If Helen’s z-score was −1.5, what was her
exam score?
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Solution
Recall, the equation to obtain x is
x = µ + zσ
x = 70 + (−1.5)(8)
x = 58
Now you will see how z-scores are used to determine the probability of an event.
Example 11.2.4
Suppose you were to toss 8 coins 256 times. The following figure shows the histogram and the approximating normal curve for
the experiment. The random variable represents the number of tails obtained.
The blue section of the graph represents the probability that exactly 3 of the coins turned up tails. Geometrically, this
probability represents the area of the blue shaded bar divided by the total area of the bars. The area of the blue shaded bar is
approximately equal to the area under the normal curve from 2.5 to 3.5.
Since areas under normal curves correspond to the probability of an event occurring, a special normal distribution table is used to
calculate the probabilities. This table can be found at the end of this section where the area is given from the mean. The following
is an example of a table of z-scores and a brief explanation of how it works: http://tinyurl.com/2ce9ogv.
The values inside the given table represent the areas under the standard normal curve for values between 0 and the relative z-score.
For example, to determine the area under the curve between zscores of 0 and 2.36, look in the intersecting cell for the row labeled
2.3 and the column labeled 0.06. The area under the curve is 0.4909. To determine the area between 0 and a negative value, look in
the intersecting cell of the row and column which sums to the absolute value of the number in question. For example, the area
under the curve between −1.3 and 0 is equal to the area under the curve between 1.3 and 0, so look at the cell that is the intersection
of the 1.3 row and the 0.00 column. (The area is 0.4032.)
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Example 11.2.5
Find the probability of choosing a value that is greater than z = −0.528 , or P (z > −0.528).
Solution
Before even using the table, first draw a figure with the shaded region. This z-score is just below the mean, so the answer
should be more than 0.5.
Next, read the table to find the correct probability for the data below this z-score. We must first round this z-score to −0.53, so
this will slightly under-estimate the probability, but it is the best we can do using the table. Looking up a z-score of −0.53, we
see
The table returns an area of 0.20194. Since the area from the mean to z = −0.53 is 0.20194 and the area on the right of the
mean is 0.5, then the area of the shaded region is
0.5 + 0.20194 = 0.70194
Thus, the probability of choosing a value that is greater than z = −0.528 is 0.7019.
What about values between two z-scores? While it is an interesting and worthwhile exercise to do this using a table, we can also
use statistical software or a graphing calculator.
Example 11.2.6
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Since the table gives us the area from the mean to a z-score, we can see that we will add the areas, Area 1 + Area 2, to obtain
the area of the shaded region, resulting in the probability. Let’s look up the z-scores on the table to find the area from the mean
to each z-score:
z 0.00
1.30 0.40320
2.60 0.49534
Area 1 is 0.49534 and Area 2 is 0.40320. Adding these two together, we get
P (−2.60 < z < 1.30) = Area 1 + Area 2 = 0.49534 + 0.40320 = 0.89854
Your graphing calculator has already been programmed to calculate probabilities for a normal density curve using what is
called a cumulative density function. The command you will use is found in the DISTR menu, which you can bring up by
pressing [2ND][DISTR].
Press [2] to select the ‘normalcdf(’ command, which has a syntax of ‘normalcdf(lower bound, upper bound, mean, standard
deviation)’.
The command has been programmed so that if you do not specify a mean and standard deviation, it will default to the standard
normal curve, with µ = 0 and σ = 1 .
For example, entering ‘normalcdf(−1, 1)’ will specify the area within one standard deviation of the mean, which we already
know to be approximately 0.68.
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Try verifying the other values from the Empirical Rule.
Summary:
‘Normalcdf (a, b, µ, σ)’ gives values of the cumulative normal density function. In other words, it gives the probability of an
event occurring between x = a and x = b , or the area under the probability density curve between the vertical lines x = a and
x = b , where the normal distribution has a mean of µ and a standard deviation of σ. If µ and σ are not specified, it is assumed
that µ = 0 and σ = 1 .
Example 11.2.7
Find the probability P (z < −1.58) .
Solution
First, we draw a figure with the shaded region:
Since the table gives us the area from the mean to a z-score and the total area to the left of the mean is 0.5, we can see that we
will subtract the area given in the table from 0.5 to obtain the area of the shaded region, resulting in the probability. Let’s look
up the z-score on the table to find the area from the mean to the z-score:
z 0.08
1.50 0.44295
The area from the mean to z =– 1.58 is 0.44295. Subtracting this from 0.5, we get
P (z < −1.58) = 0.5– 0.44295 = 0.05705
Doing this on the calculator, we must have both an upper and lower bound. Technically, though, the density curve does not
have a lower bound, as it continues infinitely in both directions. We do know, however, that a very small percentage of the data
is below 3 standard deviations to the left of the mean. Use −3 as the lower bound and see what answer you get.
The answer is fairly accurate, but you must remember that there is really still some area under the probability density curve,
even though it is just a little, that we are leaving out if we stop at −3. If you look at the z-table, you can see that we are, in fact,
leaving out about 0.5 − 0.4987 = 0.0013. Next, try going out to −4 and −5.
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Once we get to −5, the answer is quite accurate. Since we cannot really capture all the data, entering a sufficiently small value
should be enough for any reasonable degree of accuracy. A quick and easy way to handle this is to enter −99999 (or “a bunch
of nines”). It really doesn’t matter exactly how many nines you enter. The difference between five and six nines will be beyond
the accuracy that even your calculator can display.
Example 11.2.8
Find the probability P (0 < z < 1.78) .
Solution
First, we draw a figure with the shaded region:
Since the table gives us the area from the mean to a z-score, we can see that whatever area is given from the table results in the
probability. Let’s look up the z-score on the table to find the area from the mean to the z-score.
z 0.08
1.70 0.46246
We are at an advantage using the calculator because we do not have to round off the z-score in this example. Let’s try this
example with the calculator. Enter the ‘normalcdf(’ command, using −0.528 to “a bunch of nines.” The nines represent a
ridiculously large upper bound that will insure that the unaccounted-for probability will be so small that it will be virtually
undetectable.
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Remember that because of rounding, our answer from the table was slightly too small, so when we subtracted it from 1, our
final answer was slightly too large. The calculator answer of about 0.70125 is a more accurate approximation than the answer
arrived at by using the table.
Standardizing
In most practical problems involving normal distributions, the curve will not be as we have seen so far, with µ = 0 and σ =1 .
When using a z-table, you will first have to standardize the distribution by calculating the z-score(s).
Example 11.2.9
A candy company sells small bags of candy and attempts to keep the number of pieces in each bag the same, though small
differences due to random variation in the packaging process lead to different amounts in individual packages. A quality
control expert from the company has determined that the mean number of pieces in each bag is normally distributed, with a
mean of 57.3 and a standard deviation of 1.2. Endy opened a bag of candy and felt he was cheated. His bag contained only 55
candies. Does Endy have reason to complain?
Solution
To determine if Endy was cheated, we need to find the probability of selecting a bag of candy with 55 or fewer candies, i.e., we
let x = 55. Let’s calculate the z-score for 55:
x− µ
z =
σ
55 − 57.3
z =
1.2
z ≈ −1.91
Using a table, we obtain a value 0.47193. This is the area from the mean to z = −1.91 . We can subtract this value from 0.5
Hence, there is about a 3% chance that he would get a bag of candy with 55 or fewer pieces, so Endy should feel cheated
because the chances of getting a bag with 55 or fewer candies is so low.
Using a graphing calculator, the results would look as follows (the ‘Ans’ function has been used to avoid rounding off the z-
score):
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However, one of the advantages of using a calculator is that it is unnecessary to standardize. We can simply enter the mean and
standard deviation from the original population distribution of candy, avoiding the z-score calculation completely.
x = µ+z⋅ σ or µ = x −z⋅ σ
Example 11.2.10
Given the normally-distributed random variable x, with µ = 35 and σ = 7.4, what is the value of x where the probability of
experiencing a value less than it is 80%?
Solution
As suggested before, it is important and helpful to sketch the distribution.
We need to find a z-score from the table that corresponds to the area from the mean. Since the area on the left of the mean is
0.5, we see that the area from the mean to x is 0.30, i.e.,
P (z < x) = 0.8
We need to find, somewhere in the areas given in the table, an area of 0.3 (or the closest to it) and its corresponding z-score.
Let’s take a look:
z 0.04 0.05
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We see the closest area to 0.3, given in the table, is 0.29955, which has a corresponding z-score of 0.84 . Hence, we use
z = 0.84 for the z-score in the formula to obtain x. Given µ = 35 and σ = 7.4 , we get
x = µ+z⋅ σ
x = 35 + 0.84(7.4)
x = 41.216
Thus, the value of x where the probability of experiencing a value less than it is 80% is 41.216. In general, when we want to
obtain an x value from a given probability, we find the z-score first, then plug-n-chug this into the rewritten z-score formula.
When we were given a value of the variable and were asked to find the percentage or probability, the ‘normalcdf(’ command
on a graphing calculator. But how do we find a value given the percentage? Graphing calculators and computer software are
much more convenient and accurate. The command on the TI-83/84 calculator is ‘invNorm(’. You may have seen it already in
the DISTR menu.
Example 11.2.11
For a normally distributed random variable, σ = 4.5, x = 20, and P = 0.05 , find .
Solution
To solve this problem, first draw a sketch:
We need to find a z-score from the table that corresponds to the area from the mean. Since the area on the left of x = 20 is
0.05, we see that the area from the mean to x is 0.45, i.e.,
P (z < x) = 0.05
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We need to find, somewhere in the areas given in the table, an area of 0.45 (or the closest to it) and its corresponding negative
z-score, since the x value lies below the mean. Let’s take a look:
z 0.04 0.05
We see the closest area to 0.45, given in the table, is 0.44950, which has a corresponding z-score of −1.64. Recall, the z-score
is negative because the x value lies below the mean. Hence, we use z = −1.64 for the z-score in the formula to obtain x.
Given σ = 4.5 and x = 20, we get
µ = x −z⋅ σ
µ = 20 − (−1.64)(4.5)
µ = 41.216
µ = x − zσ
µ ≈ 20 − (−1.645)(4.5)
z ≈ 27.402
We can see there was little discrepancy from using the table and using the calculator. However, since we were eye-balling from
the table, the calculator gives more accurate results.
Example 11.2.12
Solution
Again, let’s first look at a sketch of the distribution.
Since about 97.5% of the data is below 2 standard deviations, it seems reasonable to estimate that the x value is less than two
standard deviations away from the mean and that σ might be around 7 or 8.
Again, the first step to see if our prediction is right is to use ‘invNorm(’ to calculate the z-score. Remember that since we are
not entering a mean or standard deviation, the result is based on the assumption that µ = 0 and σ = 1 .
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Now, use the z-score formula and solve for σ as follows:
x− µ
z =
σ
x− µ
σ =
z
94 − 83
σ =
1.282
σ ≈ 8.583
The TI-83/84 calculator will draw a distribution for you, but before doing so, we need to set an appropriate window (see screen
below) and delete or turn off any functions or plots. Let’s use the last example and draw the shaded region below 94 under a
normal curve with µ = 83 and σ = 8.583. Remember from the Empirical Rule that we probably want to show about 3 standard
deviations away from 83 in either direction. If we use 9 as an estimate for σ, then we should open our window 27 units above
and below 83. The y settings can be a bit tricky, but with a little practice, you will get used to determining the maximum
percentage of area near the mean.
The reason that we went below the x-axis is to leave room for the text, as you will see.
Now, press [2ND][DISTR] and arrow over to the DRAW menu.
Choose the ‘ShadeNorm(’ command. With this command, you enter the values just as if you were doing a ‘normal cdf(’
calculation. The syntax for the ‘ShadeNorm(’ command is as follows: ‘ShadeNorm(lower bound, upper bound, mean, standard
deviation)’
Enter the values shown in the following screenshot:
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Technology Note: The 'normalpdf(' Command on TI-83/84 Calculator
You may have noticed that the first option in the DISTR menu is ‘normalpdf(’, which stands for a normal probability density
function. It is the option you used in Lesson 5.1 to draw the graph of a normal distribution. Many students wonder what this
function is for and occasionally even use it by mistake to calculate what they think are cumulative probabilities, but this
function is actually the mathematical formula for drawing a normal distribution. You can find this formula in the resources at
the end of the lesson if you are interested. The numbers this function returns are not really useful to us statistically. The
primary purpose for this function is to draw the normal curve.
To do this, first be sure to turn off any plots and clear out any functions. Then press [Y=], insert ‘normalpdf(’, enter ‘X’, and
close the parentheses as shown. Because we did not specify a mean and standard deviation, the standard normal curve will be
drawn. Finally, enter the following window settings, which are necessary to fit most of the curve on the screen (think about the
Empirical Rule when deciding on settings), and press [GRAPH]. The normal curve below should appear on your screen.
Exercises
1. Estimate the standard deviation of the following distribution.
2. Calculate the following probabilities using only the z-table. Show all your work.
a) P (z ≥ −0.79)
b) P (−1 ≤ z ≤ 1) Show all work.
c) P (−1.56 < z < 0.32)
3. Brielle’s statistics class took a quiz, and the results were normally distributed, with a mean of 85 and a standard deviation of 7.
She wanted to calculate the percentage of the class that got a B (between 80 and 90). She used her calculator and was puzzled by
the result. Here is a screen shot of her calculator:
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Explain her mistake and the resulting answer on the calculator, and then calculate the correct answer.
4. Which grade is better: A 78 on a test whose mean is 72 and standard deviation is 6.5, or an 83 on a test whose mean is 77 and
standard deviation is 8.4. Justify your answer and draw sketches of each distribution.
5. Teachers A and B have final exam scores that are approximately normally distributed, with the mean for Teacher A equal to 72
and the mean for Teacher B equal to 82. The standard deviation of Teacher A’s scores is 10, and the standard deviation of Teacher
B’s scores is 5.
a) With which teacher is a score of 90 more impressive? Support your answer with appropriate probability calculations and
with a sketch.
b) With which teacher is a score of 60 more discouraging? Again, support your answer with appropriate probability
calculations and with a sketch.
6. For each of the following problems, X is a continuous random variable with a normal distribution and the given mean and
standard deviation. P is the probability of a value of the distribution being less than x. Find the missing value and sketch and shade
the distribution.
85 4.5 0.68
1 16 0.05
73 85 0.91
93 5 0.90
7. What is the z-score for the lower quartile in a standard normal distribution?
This page titled 11.2: The Density Curve of a Normal Distribution is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or
curated by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the
LibreTexts platform; a detailed edit history is available upon request.
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11.3: Application of Normal Distributions
Learning Objectives
Apply the characteristics of a normal distribution to solving applications.
Introduction
The normal distribution is the foundation for statistical inference and will be an essential part of many of those topics in later
chapters. In the meantime, this section will cover some of the types of questions that can be answered using the properties of a
normal distribution. The first examples deal with more theoretical questions that will help you master basic understandings and
computational skills, while the later problems will provide examples with real data, or at least a real context.
Example 11.3.1
The Information Centre of the National Health Service in Britain collects and publishes a great deal of information and
statistics on health issues affecting the population. One such comprehensive data set tracks information about the health of
children [1]. According to its statistics, in 2006, the mean height of 12-year-old boys was 152.9 cm, with a standard deviation
estimate of approximately 8.5 cm. (These are not the exact figures for the population, and in later chapters, we will learn how
they are calculated and how accurate they may be, but for now, we will assume that they are a reasonable estimate of the true
parameters.) If 12-year-old Cecil is 158 cm, approximately what percentage of all 12-year-old boys in Britain is he taller than?
Solution
We first must assume that the height of 12-year-old boys in Britain is normally distributed, and this seems like a reasonable
assumption to make. As always, draw a sketch and estimate a reasonable answer prior to calculating the percentage. In this
case, let’s use the calculator to sketch the distribution and the shading. First, decide on an appropriate window that includes
about 3 standard deviations on either side of the mean. In this case, 3 standard deviations is about 25.5 cm, so add and subtract
this value to/from the mean to find the horizontal extremes. Then enter the appropriate ‘ShadeNorm(’ command as shown:
From this data, we would estimate that Cecil is taller than about 73% of 12-year-old boys. We could also phrase our
assumption this way: the probability of a randomly selected British 12- year-old boy being shorter than Cecil is about 0.73.
Often with data like this, we use percentiles. We would say that Cecil is in the 73rd percentile for height among 12-year-old
boys in Britain.
How tall would Cecil need to be in order to be in the top 1% of all 12-year-old boys in Britain?
Here is a sketch:
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In this case, we are given the percentage, so we need to use the ‘invNorm(’ command as shown.
Our results indicate that Cecil would need to be about 173 cm tall to be in the top 1% of 12-year-old boys in Britain.
Example 11.3.2
Suppose that the distribution of the masses of female marine iguanas in Puerto Villamil in the Galapagos Islands is
approximately normal, with a mean mass of 950 g and a standard deviation of 325 g. There are very few young marine iguanas
in the populated areas of the islands, because feral cats tend to kill them. How rare is it that we would find a female marine
iguana with a mass less than 400 g in this area?
Solution
Using a graphing calculator, we can approximate the probability of a female marine iguana being less than 400 grams as
follows:
With a probability of approximately 0.045, or only about 5%, we could say it is rather unlikely that we would find an iguana
this small.
Example 11.3.3
The physical plant at the main campus of a large state university receives daily requests to replace florescent lightbulbs. The
distribution of the number of daily requests is bell-shaped and has a mean of 59 and a standard deviation of 9. Using the
Empirical rule, what is the approximate percentage of lightbulb replacement requests numbering between 59 and 77?
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Solution
Since we want to use the Empirical Rule, we should draw a figure reflecting the Empirical Rule given the mean is 59 and the
standard deviation is 9. Recall, 1 standard deviation from the mean is 59 ± 9 , two standard deviations from the mean is
59 ± 2 ⋅ 9 , and 3 standard deviations from the mean is 59 ± 3 ⋅ 9 .
Once we make this figure, we can easily the percentage of lightbulb replacement requests numbering between 59 and 77:
34% + 13.5% = 47.5%
Example 11.3.4
A company has a policy of retiring company cars; this policy looks at number of miles driven, purpose of trips, style of car and
other features. The distribution of the number of months in service for the fleet of cars is bell-shaped and has a mean of 41
months and a standard deviation of 5 months. Using the Empirical Rule, what is the approximate percentage of cars that remain
in service between 46 and 56 months?
Solution
Since we want to use the Empirical Rule, we should draw a figure reflecting the Empirical Rule given the mean is 41 and the
standard deviation is 5:
Once we make this figure, we can easily the approximate percentage of cars that remain in service between 46 and 56 months:
13.5% + 2.35% = 15.85%
Exercises
1. Which of the following intervals contains the middle 95% of the data in a standard normal distribution?
a) z < 2
b) z ≤ 1.645
c) z ≤ 1.96
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d) −1.645 ≤ z ≤ 1.645
e) −1.96 ≤ z ≤ 1.96
2. The manufacturing process at a metal-parts factory produces some slight variation in the diameter of metal ball bearings. The
quality control experts claim that the bearings produced have a mean diameter of 1.4 cm. If the diameter is more than 0.0035 cm
too wide or too narrow, they will not work properly. In order to maintain its reliable reputation, the company wishes to ensure that
no more than one-tenth of 1% of the bearings that are made are ineffective. What would the standard deviation of the manufactured
bearings need to be in order to meet this goal?
3. Suppose that the wrapper of a certain candy bar lists its weight as 2.13 ounces. Naturally, the weights of individual bars vary
somewhat. Suppose that the weights of these candy bars vary according to a normal distribution, with µ = 2.2 ounces and
σ = 0.04 ounces.
a) What proportion of the candy bars weigh less than the advertised weight?
b) What proportion of the candy bars weight between 2.2 and 2.3 ounces?
c) A candy bar of what weight would be heavier than all but 1% of the candy bars out there?
d) If the manufacturer wants to adjust the production process so that no more than 1 candy bar in 1000 weighs less than the
advertised weight, what would the mean of the actual weights need to be? (Assume the standard deviation remains the same.)
e) If the manufacturer wants to adjust the production process so that the mean remains at 2.2 ounces and no more than 1
candy bar in 1000 weighs less than the advertised weight, how small does the standard deviation of the weights need to be?
4. The Acme Company manufactures widgets. The distribution of widget weights is bell-shaped. The widget weights have a mean
of 51 ounces and a standard deviation of 4 ounces. Use the Empirical Rule to answer the following questions.
a) 99.7% of the widget weights lie between what two weights?
b) What percentage of the widget weights lie between 43 and 63 ounces?
c) What percentage of the widget weights lie above 47?
z 0.00 0.01 0.02 0.03 0.04 0.05 0.06 0.07 0.08 0.09
0.00 0.00000 0.00399 0.00798 0.01197 0.01595 0.01994 0.02392 0.02790 0.03188 0.03586
0.10 0.03983 0.04380 0.04776 0.05172 0.05567 0.05962 0.06356 0.06749 0.07142 0.07535
0.20 0.07926 0.08317 0.08706 0.09095 0.09483 0.09871 0.10257 0.10642 0.11026 0.11409
0.30 0.11791 0.12172 0.12552 0.12930 0.13307 0.13683 0.14058 0.14431 0.14803 0.15173
0.40 0.15542 0.15910 0.16276 0.16640 0.17003 0.17364 0.17724 0.18082 0.18439 0.18793
0.50 0.19146 0.19497 0.19847 0.20194 0.20540 0.20884 0.21226 0.21566 0.21904 0.22240
0.60 0.22575 0.22907 0.23237 0.23565 0.23891 0.24215 0.24537 0.24857 0.25175 0.25490
0.70 0.25804 0.26115 0.26424 0.26730 0.27035 0.27337 0.27637 0.27935 0.28230 0.28524
0.80 0.28814 0.29103 0.29389 0.29673 0.29955 0.30234 0.30511 0.30785 0.31057 0.31327
0.90 0.31594 0.31859 0.32121 0.32381 0.32639 0.32894 0.33147 0.33398 0.33646 0.33891
1.00 0.34134 0.34375 0.34614 0.34849 0.35083 0.35314 0.35543 0.35769 0.35993 0.36214
1.10 0.36433 0.36650 0.36864 0.37076 0.37286 0.37493 0.37698 0.37900 0.38100 0.38298
1.20 0.38493 0.38686 0.38877 0.39065 0.39251 0.39435 0.39617 0.39796 0.39973 0.40147
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Standard Normal Table Area under the Normal Curve from 0 to z
1.30 0.40320 0.40490 0.40658 0.40824 0.40988 0.41149 0.41308 0.41466 0.41621 0.41774
1.40 0.41924 0.42073 0.42220 0.42364 0.42507 0.42647 0.42785 0.42922 0.43056 0.43189
1.50 0.43319 0.43448 0.43574 0.43699 0.43822 0.43943 0.44062 0.44179 0.44295 0.44408
1.60 0.44520 0.44630 0.44738 0.44845 0.44950 0.45053 0.45154 0.45254 0.45352 0.45449
1.70 0.45543 0.45637 0.45728 0.45818 0.45907 0.45994 0.46080 0.46164 0.46246 0.46327
1.80 0.46407 0.46485 0.46562 0.46638 0.46712 0.46784 0.46856 0.46926 0.46995 0.47062
1.90 0.47128 0.47193 0.47257 0.47320 0.47381 0.47441 0.47500 0.47558 0.47615 0.47670
2.00 0.47725 0.47778 0.47831 0.47882 0.47932 0.47982 0.48030 0.48077 0.48124 0.48169
2.10 0.48214 0.48257 0.48300 0.48341 0.48382 0.48422 0.48461 0.48500 0.48537 0.48574
2.20 0.48610 0.48645 0.48679 0.48713 0.48745 0.48778 0.48809 0.48840 0.48870 0.48899
2.30 0.48928 0.48956 0.48983 0.49010 0.49036 0.49061 0.49086 0.49111 0.49134 0.49158
2.40 0.49180 0.49202 0.49224 0.49245 0.49266 0.49286 0.49305 0.49324 0.49343 0.49361
2.50 0.49379 0.49396 0.49413 0.49430 0.49446 0.49461 0.49477 0.49492 0.49506 0.49520
2.60 0.49534 0.49547 0.49560 0.49573 0.49585 0.49598 0.49609 0.49621 0.49632 0.49643
2.70 0.49653 0.49664 0.49674 0.49683 0.49693 0.49702 0.49711 0.49720 0.49728 0.49736
2.80 0.49744 0.49752 0.49760 0.49767 0.49774 0.49781 0.49788 0.49795 0.49801 0.49807
2.90 0.49813 0.49819 0.49825 0.49831 0.49836 0.49841 0.49846 0.49851 0.49856 0.49861
3.00 0.49865 0.49869 0.49874 0.49878 0.49882 0.49886 0.49889 0.49893 0.49896 0.49900
3.10 0.49903 0.49906 0.49910 0.49913 0.49916 0.49918 0.49921 0.49924 0.49926 0.49929
3.20 0.49931 0.49934 0.49936 0.49938 0.49940 0.49942 0.49944 0.49946 0.49948 0.49950
3.30 0.49952 0.49953 0.49955 0.49957 0.49958 0.49960 0.49961 0.49962 0.49964 0.49965
3.40 0.49966 0.49968 0.49969 0.49970 0.49971 0.49972 0.49973 0.49974 0.49975 0.49976
3.50 0.49977 0.49978 0.49978 0.49979 0.49980 0.49981 0.49981 0.49982 0.49983 0.49983
3.60 0.49984 0.49985 0.49985 0.49986 0.49986 0.49987 0.49987 0.49988 0.49988 0.49989
3.70 0.49989 0.49990 0.49990 0.49990 0.49991 0.49991 0.49992 0.49992 0.49992 0.49992
3.80 0.49993 0.49993 0.49993 0.49994 0.49994 0.49994 0.49994 0.49995 0.49995 0.49995
3.90 0.49995 0.49995 0.49996 0.49996 0.49996 0.49996 0.49996 0.49996 0.49997 0.49997
4.00 0.49997 0.49997 0.49997 0.49997 0.49997 0.49997 0.49998 0.49998 0.49998 0.49998
This page titled 11.3: Application of Normal Distributions is shared under a CC BY-NC-SA 4.0 license and was authored, remixed, and/or curated
by Darlene Diaz (ASCCC Open Educational Resources Initiative) via source content that was edited to the style and standards of the LibreTexts
platform; a detailed edit history is available upon request.
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11.4: Exercises
1. The physical plant at the main campus of a large state university receives daily requests to replace fluorescent light bulbs. The
distribution of the number of daily requests is bell-shaped and has a mean of 56 and a standard deviation of 4. Using the Empirical
Rule, what is the approximate percentage of light bulb replacement requests numbering between 56 and 68?
2. A company has a policy of retiring company cars; this policy looks at the number of miles driven, the purpose of trips, style of
car and other features. The distribution of the number of months in service for the fleet of cars is bell-shaped and has a mean of 65
months and a standard deviation of 4 months. Using the Empirical Rule, what is the approximate percentage of cars that remain in
service between 57 and 61 months?
3. The Acme Company manufactures widgets. The distribution of widget weights is bell-shaped. The widget weights have a mean
of 48 ounces and a standard deviation of 11 ounces. Suggestion: sketch the distribution in order to answer these questions.
a. 99.7% of the widget weights lie between ________ and ________.
b. What percentage of the widget weights lie between 26 and 81 ounces?
c. What percentage of the widget weights lie above 37?
4. For a standard normal distribution, find the following probabilities:
a. P (z < 1.42)
b. P (z > −2.52)
c. P (−2.06 < z < 2.81)
5. For a standard normal distribution, given P (z < c) = 0.7055 , find c .
6. For a standard normal distribution, given P (z > c) = 0.7109 , find c .
7. On a nationwide math test, the mean was 72 and the standard deviation was 10. If Roberto scored 70, what was his z-score?
8. On a nationwide math test, the mean was 66 and the standard deviation was 4. If Roberto scored 75, what was his z-score?
9. On a nationwide math test, the mean was 57 and the standard deviation was 4. If Roberto scored 85, what was his z-score?
10. A quick survey of peanut butter prices had a standard deviation and mean of $0.26 and $3.68, respectively. Compute the area
for a peanut butter jar costing less than $3.50.
11. A quick survey of peanut butter prices had a standard deviation and mean of $0.26 and $3.68, respectively. Compute the area
for a peanut butter jar costing more than $4.25.
12. A quick survey of peanut butter prices had a standard deviation and mean of $0.26 and $3.68, respectively. Compute the area
for a peanut butter jar costing between $3.50 and $4.25.
13. A quick survey of peanut butter prices had a standard deviation and mean of $0.81 and $3.22, respectively. Compute the price
for a peanut butter jar costing given the area from the mean is 0.48422.
14. A quick survey of peanut butter prices had a standard deviation and mean of $1.53 and $2.22, respectively. Compute the price
for a peanut butter jar costing given the area from the mean is 0.13683.
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CHAPTER OVERVIEW
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1
12.1: Chapter 1 Exercise Solutions
Chapter 1: Problem Solving
18
1. = 0.07826 = about 7.8%
230
$4 10 pounds
27. = $0.40 per pound (or = 2.5 pounds per dollar)
10 pounds $4
29. x = 15
31. 2.5 cups
33. 74 turbines
35. 96 inches
37. $6000
39. 55.6 meters
43. The population density of the US is 84 people per square mile. The density of India is about 933 people per square mile. The
density of India is about 11 times greater than that of the U.S.
49. The oil in the spill could produce 93.1 million gallons of gasoline. Each car uses about 600 gallons a year. That would fuel
155167 cars for a year.
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0.21n miles away, which is often approximated by dividing the number of seconds by 5.
61. About 8.2 minutes
63. Four cubic yards (or 3.7 if they sell partial cubic yards)
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12.2: Chapter 2 Exercise Solutions
Chapter 2: Historical Counting
1. Partial answer: Jars: 3 singles, 3 @×3, 2 @×6, 1 @×12. 3 + 9 + 12 + 12 = 36
3. 113
5. 3022
7. 53
9. 1100100
11. 332
13. 111100010
15. 7, 1, 10 base 12 = 1030 base 10
33.
35.
58. 21 five
60. 33 five
64. 43 five
65. 10 five
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12.3: Chapter 3 Exercise Solutions
Chapter 3: Sets
1. {m, i, s, p}
3. One possibility is: Multiples of 3 between 1 and 10
5. Yes
7. True
9. True
11. False
13. A ⋃ B = {1, 2, 3, 4, 5}
15. A ⋂ C = {4}
17. A c
= {6, 7, 8, 9, 10}
19. D c
⋂ E = {t, s}
21. (D ⋂ E) ⋃ F = {k, b, a, t, h}
23. (F ⋂ E)
c
⋂ D = {b, c, k}
25.
27.
29. One possible answer: (A ⋂ B) ⋃ (B ⋂ C)
31. (A ⋂ B c
)⋃C
33. 5
35. 6
37. n(A ⋂ C ) = 5
39. n(A ⋂ B ⋂ C c
) =3
41. n(G ⋃ H ) = 45
43. 136 use Redbox
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45.
a) 8 had seen exactly one
b) 6 had only seen SW
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12.4: Chapter 4 Exercise Solutions
Chapter 4: Logic
1. 1, 2, 3, 4, 5, 6, 7, 9
2. = I F (A1 < 40000, 0.13 ⋅ A1, 0.20 ⋅ A1)
3. F ∼T ∼F ∼T
4. T ∼T ∼T ∼F
5. a b c d
6.
A B C (A ∨ B) ∧ C
T T T T
T T F F
T F T T
T F F F
F T T T
F T F F
F F T F
F F F F
7.
A B C ∼ (A ∨ B) ∧ C
T T T F
T T F F
T F T F
T F F F
F T T F
F T F F
F F T T
F F F F
8.
A B C ∼ (A ∨ B) → C
T T T T
T T F T
T F T T
T F F F
F T T T
F T F F
F F T T
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F F F F
9. Invalid argument
10. Invalid argument
11. Invalid argument
12. Valid argument
13. Valid argument
14. Valid argument
15. Ad hominem
16. Appeal to consequence
17. Ad hominem
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12.5: Chapter 5 Exercise Solutions
Chapter 5: Measurement
1. 15
2. 216
3. 3
4. 1356960
5. 1335840
6. 128
7. 0.012
8. 0.013
9. 7
10. 136
11. 224
12. 0.28125
13. 800
14. 4.58
15. 3.52
16. 0.002
17. 1.71
18. 5.18
19. 2.61
20. 2000
21. 5.83
22. 342900
23. 29.505
24. 57.2
25. 5
26. 53.6
27. 37.222222222222
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12.6: Chapter 6 Exercise Solutions
Chapter 6: Geometry
1. Obtuse
2. Right
3. Right
4. Angle COE ∼ Angle AOB ∼ 40 ∼ 130 ∼ 140
5. 44
6. 23
7. 72
8. 6
9. 40 ∼ 112
10. 98
11. 19.1
−−−
12. √168
13. 42
14. 74
15. 212
16. 31.42 or 31.4
17. 62.83 or 62.8
18. 432
19. 50 ∼ square cm
20. 2200
21. 44 ∼ square meters
22. 113.1 or 113.04
23. 40.8 or 40.80
24. a c b
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12.7: Chapter 7 Exercise Solutions
Chapter 7: Finance
1. A = 200 + .05(200) = $210
13
3. I = 200 .t= (13 weeks out of 52 in a year). P 0 = 9800
52
13
200 = 9800(r)( )
52
.03
7. a. P 20 = 2000(1 + )
20(12)
= $3641.51 in 20 years
12
0.03
30(12)
200((1 + ) − 1)
12
11. a. P 30 = = $116, 547.38
0.03
12
12
12
0.05
−30(12)
700(1 − (1 + ) )
12
19. a. P 0 = 500000 = = a $130, 397.13 loan
0.05
12
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0.02
−48
d(1 − (1 + ) )
12
21. P0 = 25000 = = $542.38 a month.
0.02
12
23. a. Down payment of 10% is $20, 000, leaving $180, 000as the loan amount
0.05
−30(12)
d(1 − (1 + ) )
12
b. P 0 = 180000 = d = $966.28 a month.
0.05
12
0.06
−30(12)
d(1 − (1 + ) )
12
c. P
0 = 180000 = d = $1079.19 a month.
0.06
12
12
0.03
−2(12)
431.25(1 − (1 + ) )
12
Remaining balance: P 0 = 24000 = . d = $10033.45
0.03
12
0.04
27. 6000(1 + 12N
) = 10000
12
12N
(1.00333 ) = 1.667
12N
log((1.00333 ) ) = log(1.667)
log(1.667)
N = = about 12.8 years
12 log(1.00333)
0.14
−12N
60(1 − (1 + ) )
12
29. 3000 =
0.14
12
0.14
−12N
3000( ) = 60(1 − (1.0117 ) )
12
0.14
3000( )
12 −12N
= 0.5833 = 1 − (1.0117 )
60
−12N
0.5833 − 1 = −(1.0117)
−12N
−(0.5833 − 1) = (1.0117)
−12N
log(0.4167) = log((1.0117 ) )
log(0.4167)
N = = about 6.3 years.
−12N log(1.0117)
0.08
5(12)
50((1 + ) − 1)
12
31. First 5 years: P 5 = = $3673.84
0.08
12
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0.08
Next 25 years: P 25 = 3673.84(1 +
25(12)
) = $26, 966.65
12
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12.8: Chapter 8 Exercise Solutions
Chapter 8: Statistics, Collecting Data.
1. a. Population is the current representatives in the state’s congress
b. 106
c. the 28 representatives surveyed
1
d. 14 out of 28 = = 50%
2
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12.9: Chapter 9 Exercise Solutions
Chapter 9: Statistics, Describing Data.
1. a. Different tables are possible
Score Frequency
30 1
40 0
50 4
60 3
70 6
80 5
90 2
100 3
c.
3. a. 5 + 3 + 4 + 2 + 1 = 15
5
b. = 0.3333 = 33.33%
15
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b. Median is 8 th
data value: 1 child
c. 0.25 × 15 = 3.75. Q1 is 4 th
data value: 0 children
0.75 × 15 = 11.25 . Q3 is 12th
data value: 2 children
5-number summary: 0, 0, 1, 2, 5
d.
11. Kendra makes $90, 000. Kelsey makes $40, 000. Kendra makes $50, 000 more.
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12.10: Chapter 10 Exercise Solutions
Chapter 10: Probability
6
1. a.
13
2
b.
13
150
3. = 44.8%
335
1
5.
6
26
7.
65
3 1
9. =
6 2
4 1
11. =
52 4
1 11
13. 1 − =
12 12
25 40
15. 1 − =
65 65
1 1 1
17. ⋅ =
6 6 36
1 3 3 1
19. ⋅ = =
6 6 36 12
17 16 17 1 17
21. ⋅ = ⋅ =
49 48 49 3 147
4 4 16 1
23. a. ⋅ = =
52 52 2704 169
4 48 192 12
b. ⋅ = =
52 52 2704 169
48 48 2304 144
c. ⋅ = =
52 52 2704 169
13 13 169 1
d. ⋅ = =
52 52 2704 16
48 39 1872 117
e. ⋅ = =
52 52 2704 169
4 4 16
25. ⋅ =
52 51 2652
11 14 154
27. a. ⋅ =
25 24 600
14 11 154
b. ⋅ =
25 24 600
11 10 110
c. ⋅ =
25 24 600
14 13 182
d. ⋅ =
25 24 600
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6 7 3 10
31. P (red or odd) = + − = . Or 6 red and 4 odd-numbered blue marbles is 10 out of 14.
14 14 14 14
26 22 4 44 18 + 4 + 10 + 12 44
33. P (F or B) = + − = . Or P (F or B) = =
65 65 65 65 65 65
1 4 5
35. P (King of Hearts or Queen) = + =
52 52 52
2
37. a. P (even|red) =
5
2
b. P (even|red) =
6
1
39. P (Heads on second|Tails on first) = . They are independent events.
2
3
41. P (speak French|female) =
14
43. Out of 4, 000 people, 10 would have the disease. Out of those 10, 9 would test positive, while 1 would falsely test negative.
Out of the 3990 uninfected people, 399 would falsely test positive, while 3591 would test negative.
9 9
a. P (virus|positive) = = = 2.2%
9 + 399 408
3591 3591
b. P (no virus|negative) = = = 99.97%
3591 + 1 3592
45. Out of 100, 000 people, 300 would have the disease. Of those, 18 would falsely test negative, while 282 would test positive. Of
the 99, 700 without the disease, 3, 988 would falsely test positive and the other 95, 712 would test negative.
282 720
P (disease|positive) = = = 6.6%
282 + 3988 7664
47. Out of 100, 000 women, 800 would have breast cancer. Out of those, 80 would falsely test negative, while 720 would test
720 720
positive. Of the 99, 200 without cancer, 6, 944 would falsely test positive. P (cancer|positive) = = = 9.4%
720 + 6944 7664
49. 2 ⋅ 3 ⋅ 8 ⋅ 2 = 96 outfits
51. a. 4 ⋅ 4 ⋅ 4 = 64
b. 4 ⋅ 3 ⋅ 2 = 24
53. 26 ⋅ 26 ⋅ 26 ⋅ 10 ⋅ 10 ⋅ 10 = 17, 576, 000
55. 4 P4 or 4 ⋅ 3 ⋅ 2 ⋅ 1 = 24 possible orders
57. Order matters. 7 P4 = 840 possible teams
59. Order matters. 12 P5 = 95, 040 possible themes
61. Order does not matter. 12 C4 = 495
67. There is only 1 way to arrange 5 CD's in alphabetical order. The probability that the CD's are in alphabetical order is one
divided by the total number of ways to arrange 5 CD's. Since alphabetical order is only one of all the possible orderings you can
1 1 1
either use permutations, or simply use 5!. P (alphabetical) = = = .
5! (5 P5 ) 120
69. There are 48 C6 total tickets. To match 5 of the 6, a player would need to choose 5 of those 6, 6 C5 , and one of the 42 non-
6 ⋅ 42 252
winning numbers, 42 C1 . =
12271512 12271512
1287
71. All possible hands is 52 C5 . Hands will all hearts is 13 C5 . .
2598960
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3 6 3 7
73. $3 ( ) + $2 ( ) + (−$1) ( ) = −$ + = −$0.19
37 37 37 37
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12.11: Chapter 11 Exercise Solutions
Chapter 11: Normal Distribution
1. 49.9 or 49.85
2. 13.5
3. 15 ∼ 81 ∼ 97.35 ∼ 84
4. a) 0.9222
b) 0.9941
c) 0.9778
5. 0.54029
6. −0.55602
7. −0.2
8. 2.25
9. 7
10. 0.2451
11. 0.01426
12. 0.74064
13. $4.96
14. $2.76
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Index
A capacity Converse
absolute change 1.2: Proportions and Rates 4.3: Truth Tables
1.1: Percents cardinality converting from base
acute angle 3.4: Cardinality 2.4: The Development and Use of Different Number
cards Bases
6.1: Basic Geometric Concepts and Figures
10.1: Basic Concepts correlation implies causation
ad hominem
categorical data 4.5: Logical Fallacies in Common Language
4.5: Logical Fallacies in Common Language
8.2: Categorizing Data corresponding angles
Adding in Base b
Celsius scale 6.1: Basic Geometric Concepts and Figures
2.5: The Mayan Numeral System
5.3: Temperature Scales corresponding sides
adding Mayan numbers
census 6.1: Basic Geometric Concepts and Figures
2.5: The Mayan Numeral System
8.1: Populations and Samples cube
amortized loans
circles 6.3: Volume of Geometric Solids
7.5: Loans
6.2: Perimeter, Circumference, and Area cup
angle
circular reasoning 5.1: U.S. Customary Measurement System
6.1: Basic Geometric Concepts and Figures
annual percentage rate 4.5: Logical Fallacies in Common Language
7.1: Simple Interest circumference D
Annuity Formula 6.2: Perimeter, Circumference, and Area deductive
7.3: Annuities class intervals 4.4: Arguments
appeal to authority 9.2: Presenting Quantitative Data Graphically density curve
4.5: Logical Fallacies in Common Language Cluster Sampling 11.2: The Density Curve of a Normal Distribution
appeal to consequence 8.3: Sampling Methods diameter
4.5: Logical Fallacies in Common Language Combinations 6.3: Volume of Geometric Solids
appeal to ignorance 10.4: Counting dimensional analysis
4.5: Logical Fallacies in Common Language common truth tables 1.2: Proportions and Rates
Application of Normal Distribution 4.3: Truth Tables
11.3: Application of Normal Distributions comparison group E
area 8.5: Experiments effective rate
1.3: Geometry complement 1.6: Extension: Taxes
6.2: Perimeter, Circumference, and Area 3.2: Union, Intersection, and Complement elements
areas 10.2: Working with Events 3.1: Basics
11.2: The Density Curve of a Normal Distribution complementary angles Empirical Rule
argument 6.1: Basic Geometric Concepts and Figures 11.1: The Standard Normal Probability Distribution
4.4: Arguments compound interest empty set
arithmetic mean 7.2: Compound Interest 3.1: Basics
9.3: Measures of Central Tendency compounding equivalence
7.2: Compound Interest 4.3: Truth Tables
B concave down event
11.2: The Density Curve of a Normal Distribution
bar graph 10.1: Basic Concepts
9.1: Presenting Categorical Data Graphically
concave up expectation value
11.2: The Density Curve of a Normal Distribution
base 10.5: Expected Value
1.1: Percents
conditional expected value
4.2: Conditionals
Basic Counting Rule 10.5: Expected Value
10.4: Counting
conditional probability experimental
10.2: Working with Events
Bayes' Theorem 10: Probability
10.3: Bayes' Theorem
conditional probability formula experiments
10.2: Working with Events
Birthday Problem 8.5: Experiments
10.4: Counting
conditional statement
blind study 4.2: Conditionals F
8.5: Experiments
cone face
6.3: Volume of Geometric Solids
Boolean logic 6.3: Volume of Geometric Solids
4.1: Boolean Logic
confounding factor label method
8.5: Experiments
box plot 5.1: U.S. Customary Measurement System
9.4: Measures of Variation
congruent Fahrenheit scale
6.1: Basic Geometric Concepts and Figures
Brahmi numerals 5.3: Temperature Scales
2.3: The Hindu-Arabic Number System
Contrapositive fair game
4.3: Truth Tables
10.5: Expected Value
C control group false dilemma
8.5: Experiments
Caidoz System convenience samples
4.5: Logical Fallacies in Common Language
2.7: Exercises flat tax
8.3: Sampling Methods
1.6: Extension: Taxes
1 https://math.libretexts.org/@go/page/60010
fluid ounce M perimeter
5.1: U.S. Customary Measurement System mass 6.2: Perimeter, Circumference, and Area
frequency polygon 1.2: Proportions and Rates permutations
9.2: Presenting Quantitative Data Graphically 5.2: Metric Units of Measurement 10.4: Counting
frequency table Mayan Number System perpendicular lines
9.1: Presenting Categorical Data Graphically 2.5: The Mayan Numeral System 6.1: Basic Geometric Concepts and Figures
Mayan numbers pi
G 2.5: The Mayan Numeral System 6.2: Perimeter, Circumference, and Area
gallon Mayan Numeral System pictogram
5.1: U.S. Customary Measurement System 2.5: The Mayan Numeral System 9.1: Presenting Categorical Data Graphically
gram mean pie chart
5.2: Metric Units of Measurement 9.3: Measures of Central Tendency 9.1: Presenting Categorical Data Graphically
Gupta numerals measurement pint
2.3: The Hindu-Arabic Number System 5.1: U.S. Customary Measurement System 5.1: U.S. Customary Measurement System
median placebo
H 9.3: Measures of Central Tendency 8.5: Experiments
histogram meter placebo controlled experiment
9.2: Presenting Quantitative Data Graphically 5.2: Metric Units of Measurement 8.5: Experiments
Hypotenuse metric system placebo effect
6.1: Basic Geometric Concepts and Figures 5.2: Metric Units of Measurement 8.5: Experiments
midpoint plane
I 9.2: Presenting Quantitative Data Graphically 6.1: Basic Geometric Concepts and Figures
2 https://math.libretexts.org/@go/page/60010
Q selection bias theoretical probability
quadilaterals 8.4: How To Mess Things Up 10: Probability
6.2: Perimeter, Circumference, and Area Set Operations ton
Quantitative Data 4.1: Boolean Logic 5.1: U.S. Customary Measurement System
8.2: Categorizing Data Sets trapezoid
quart 3.1: Basics 6.2: Perimeter, Circumference, and Area
5.1: U.S. Customary Measurement System similar triangles treatment
quartiles 1.3: Geometry 8.5: Experiments
6.1: Basic Geometric Concepts and Figures tree diagram
9.4: Measures of Variation
simple event 10.4: Counting
quipu
10.1: Basic Concepts triangle
2.2: The Number and Counting System of the Inca
Civilization simple interest 6.1: Basic Geometric Concepts and Figures
Quota sampling 7.1: Simple Interest truth tables
8.3: Sampling Methods Simple random sampling 4.3: Truth Tables
8.3: Sampling Methods truth values
R sphere 4.3: Truth Tables
6.3: Volume of Geometric Solids
radius
6.2: Perimeter, Circumference, and Area
square U
6.2: Perimeter, Circumference, and Area
range U.S. Customary Measurement System
9.4: Measures of Variation
standard deviation 5.1: U.S. Customary Measurement System
9.4: Measures of Variation
rate unions
1.2: Proportions and Rates
standard normal distribution 3.2: Union, Intersection, and Complement
11.2: The Density Curve of a Normal Distribution
ray unit equivalents
6.1: Basic Geometric Concepts and Figures
Standard Normal Table 5.2: Metric Units of Measurement
11.3: Application of Normal Distributions
rectangle unit fraction
6.2: Perimeter, Circumference, and Area
statement 5.2: Metric Units of Measurement
4.2: Conditionals
rectangular prism unit rate
6.3: Volume of Geometric Solids
statistic 1.2: Proportions and Rates
8.1: Populations and Samples
regressive tax universal
1.6: Extension: Taxes
stratified sample 3.2: Union, Intersection, and Complement
8.3: Sampling Methods
relative change Unknown Value normal distribution
1.1: Percents
straw man 11.2: The Density Curve of a Normal Distribution
4.5: Logical Fallacies in Common Language
remaining loan balance
7.6: Remaining Loan Balance
subjective V
10: Probability
Response bias Venn diagram
8.4: How To Mess Things Up
subset
3.3: Venn Diagrams
3.1: Basics
right angle vertex
6.1: Basic Geometric Concepts and Figures
subtracting in base b
6.1: Basic Geometric Concepts and Figures
2.6: Addition and Subtraction with Other Bases
rounding volume
7.2: Compound Interest
supplementary angle
1.3: Geometry
6.1: Basic Geometric Concepts and Figures 5.2: Metric Units of Measurement
S syllogism 6.3: Volume of Geometric Solids
4.4: Arguments Voluntary response bias
sample symbols 8.4: How To Mess Things Up
8.1: Populations and Samples
4.3: Truth Tables voluntary response samples
sample space Systematic sampling 8.3: Sampling Methods
10.1: Basic Concepts
8.3: Sampling Methods
sample variance
9.4: Measures of Variation
W
T weight
Sampling Bias
8.3: Sampling Methods
target population 1.2: Proportions and Rates
8.1: Populations and Samples 5.1: U.S. Customary Measurement System
sampling variability whole
8.3: Sampling Methods
temperature
5.3: Temperature Scales 1.1: Percents
saving annuities
7.3: Annuities
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Glossary
Sample Word 1 | Sample Definition 1
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Title: Math For Liberal Art Students 2e (Diaz)
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