Integration by substitution
Integration by substitution simplifies a composite integrand by replacing an inner expression with a new variable. It is the integration counterpart of the chain rule.
The key recognition is
where . In words: look for an inner function and its derivative, perhaps multiplied by a constant.
Prerequisites
Section titled “Prerequisites”You should be able to:
- apply the chain rule
- differentiate powers, exponentials, logarithms and trigonometric functions
- use the standard results in integration basics
- rearrange expressions and change the limits of a definite integral
Why substitution works
Section titled “Why substitution works”Suppose . Then
so the differential notation records the factor needed when changing variable. Therefore
This is exactly the chain rule read backwards. For example,
Hence
The symbols and are not decoration. They identify the variable with respect to which the integration is taking place.
The substitution method
Section titled “The substitution method”For an indefinite integral:
- Choose to be an expression that simplifies the integrand.
- Differentiate it to obtain in terms of .
- Rewrite the entire integral in terms of and .
- Integrate with respect to .
- Substitute back to and add .
- Differentiate the answer to check it.
A good substitution usually removes a repeated inner expression, a root, a denominator, or a complicated power.
Direct reverse chain rule
Section titled “Direct reverse chain rule”Worked example 1: a power of a linear expression
Section titled “Worked example 1: a power of a linear expression”Find
Let
Then , so . Replace both the bracket and :
Check:
The factor compensates for the derivative of .
Worked example 2: the derivative is present up to a constant
Section titled “Worked example 2: the derivative is present up to a constant”Find
Choose . Since ,
Therefore
It is not necessary for to appear exactly. A non-zero constant multiple can be adjusted outside the integral.
Logarithmic forms
Section titled “Logarithmic forms”The pattern
is substitution with .
Worked example 3: numerator related to the denominator
Section titled “Worked example 3: numerator related to the denominator”Find
Let
The integral becomes
Here for every real , so is also valid. Keeping the absolute value is the safe general form.
Worked example 4: split the numerator first
Section titled “Worked example 4: split the numerator first”Find
The derivative of the denominator is , but the numerator is not a constant multiple of it. Rewrite
Then
The first integral is logarithmic. For the second, complete the square:
Using gives
This example shows an important limit of pattern matching: substitution may solve only part of an integral.
Exponential and trigonometric composites
Section titled “Exponential and trigonometric composites”Worked example 5: exponential composite
Section titled “Worked example 5: exponential composite”Evaluate
Let . Then , so
Worked example 6: trigonometric composite
Section titled “Worked example 6: trigonometric composite”Find
Because , choose . Then :
The notation means .
Worked example 7: a reciprocal trigonometric result
Section titled “Worked example 7: a reciprocal trigonometric result”Find
Let . Then , giving
Since , the expression inside the logarithm is always positive.
Substitutions that change the form completely
Section titled “Substitutions that change the form completely”Sometimes the useful substitution is supplied in a question. You must transform every occurrence of and .
Worked example 8: removing a square root
Section titled “Worked example 8: removing a square root”Use to find
From ,
Now transform the whole integrand:
Substitute back:
An equivalent simplified answer is . Different looking antiderivatives are acceptable if they differ only by a constant.
Definite integrals and changing limits
Section titled “Definite integrals and changing limits”For a definite integral, change the limits from values to values as soon as you substitute:
Once the limits are in , do not substitute back to . Alternatively, find an antiderivative in and retain the original limits. Do not mix the two approaches.
Worked example 9: changing the limits
Section titled “Worked example 9: changing the limits”Evaluate
Let , so . Transform the limits:
Therefore
Worked example 10: a decreasing substitution
Section titled “Worked example 10: a decreasing substitution”Evaluate
Let . Then , so . The new limits are
Thus
The reversed limits are correct because decreases as increases. Reversing the limits introduces a second minus sign.
Choosing an effective substitution
Section titled “Choosing an effective substitution”Ask these questions in order:
- Is there a composite expression whose derivative also appears?
- Does a denominator have its derivative in the numerator?
- Would replacing a repeated bracket, root, exponential or trigonometric expression remove most occurrences of ?
- Can algebraic simplification make the pattern visible first?
| Integrand | Useful choice | Reason |
|---|---|---|
| numerator is | ||
| linear inner function | ||
| removes the root and |
Substitution is not automatic whenever brackets appear. For example,
has no single inner function whose derivative accounts for the other factor. It is naturally handled by integration by parts. A rational function may instead require partial fractions.
Common misconceptions
Section titled “Common misconceptions”Forgetting to transform
Section titled “Forgetting to transform dxdxdx”If , writing
is invalid. The variables have been mixed. Use , so .
Missing the constant factor
Section titled “Missing the constant factor”Differentiating the right side gives . The correct result is
Leaving both and
Section titled “Leaving both xxx and uuu”Before integrating, the new integral should contain only and . If an remains, either express it in terms of or choose a better substitution.
Using old limits with a new variable
Section titled “Using old limits with a new variable”After changing from to , the limits must also be values. Limits and do not retain their meaning merely because they are numbers.
Adding to a definite integral
Section titled “Adding CCC to a definite integral”Add to an indefinite integral. A definite integral is a number, and any constant cancels when the limits are applied.
Self-check
Section titled “Self-check”1. Linear inner function
Section titled “1. Linear inner function”Find
Answer
Let , so .
2. Logarithmic substitution
Section titled “2. Logarithmic substitution”Find
Answer
Take , so :
The absolute value is needed because can be negative.
3. Exponential substitution
Section titled “3. Exponential substitution”Find
Answer
Let . Then , so
4. Definite integral
Section titled “4. Definite integral”Evaluate
Answer
Write and let . Then . The limits become and :
5. Diagnose the error
Section titled “5. Diagnose the error”A student claims
Is the answer correct?
Answer
Yes. With , , so
Do not reject a correct answer merely because the chain rule would produce an extra factor: here the factor is already present.
Exam strategy and next steps
Section titled “Exam strategy and next steps”- State the substitution clearly, including or .
- Show how any constant factor is handled.
- For definite integrals, display the transformed limits before integrating.
- Check an indefinite answer by differentiation.
- Estimate the sign and size of a definite answer when possible.
Next, learn how reversing the product rule leads to integration by parts, and how algebraic decomposition prepares rational functions for integration using partial fractions. Return to definite integrals and areas when substitution is used inside area or accumulation problems.