In
mathematics, a 'quartic equation' is one which can be expressed as a
quartic function equalling zero. The general form of a quartic equation is
:
where
.
The 'quartic' is the highest order polynomial equation that can be solved by
radicals in the general case (i.e., one where the coefficients can take any value).
History
Quartic equations were first considered by
Jaina Mathematicians in
ancient India between
400 BC and
200 AD. See
History of Cubic equation for more details.
Lodovico Ferrari is attributed with the discovery of the solution to the quartic in 1540, but since this solution, like all algebraic solutions of the quartic, requires the solution of a
cubic to be found, it couldn't be published immediately.
[1] The solution of the quartic was published together with that of the cubic by Ferrari's mentor
Gerolamo Cardano in the book ''
Ars Magna'' (1545).
The proof that this was the highest order general polynomial for which such solutions could be found was first given in the
Abel–Ruffini theorem in 1824, proving that all attempts at solving the higher order polynomials would be futile. The notes left by
Évariste Galois in 1832 later led to the complete theory of the roots of polynomials, of which this theorem was one result.
[1]
Applications
Polynomials of high degrees often appear in problems involving
Optimization (mathematics), and sometimes these polynomials happen to be quartics, but this is a coincidence.
Quartics often arise in computer graphics and during
ray-tracing against surfaces such as
quadrics or
tori surfaces, which are the next level beyond the
sphere and
developable surfaces.
[2]
Another frequent generator of quartics is the intersection of two ellipses.
In
Computer-aided manufacturing, the
torus is a common shape associated with the
endmill cutter. In order to calculate its location relative to a triangulated surface, the position of a horizontal torus on the Z-axis must be found where it is tangent to a fixed line, and this requires the solution of a general quartic equation to be calculated. Over 10% of the computational time in a CAM system can be consumed simply calculating the solution to millions of quartic equations.
A program demonstrating various analytic solutions to the quartic was provided in
Graphics Gems Book V.
[3]
However, none of the three algorithms implemented are unconditionally stable.
In an updated version of the paper
[4], which compares the 3 algorithms from the original paper and 2 others, it is demonstrated that computationally stable solutions exist only for 4 of the possible 16 sign combinations of the quartic coefficients.
Solving a quartic equation
Special cases
Consider a quartic equation expressed in the form
:
Degenerate case
If ''a''
4 = 0, then one of the roots is ''x'' = 0, and the other roots can be found by dividing by ''x'', and solving the resulting
cubic equation,
:
Evident roots: 1 and -1 and -k
Call our quartic polynomial ''Q(x)''. Since 1 raised to any power is 1,
. Thus if
, ''Q(1)=0'' and so ''x=1'' is a root of ''Q(x)''. It can similarly be shown that if
, ''x=-1'' is a root.
In either case case the full quartic can then be divided by the factor ''(x-1)'' or ''(x+1)'' respectively yielding a new
cubic polynomial, which can be solved to find the quartic's other roots.
If
,
and
, then ''x= - k'' is a root of the equation. The full quartic can then be factorized this way:
.
If
,
and
, ''x=0'' and ''x= k'' are two known roots. Q(x)divided by
is a
quadratic equation.
Biquadratic equations
A quartic equation where ''a''
3 and ''a''
1 are equal to 0 takes the form
:
and thus is a 'biquadratic equation', which is easy to solve: let
, so our equation turns to
:
which is a simple quadratic equation, whose solutions are easily found using the quadratic formula:
:
When we've solved it (i.e. found these two ''z'' values), we can extract ''x'' from them
:
:
:
:
If either of the ''z'' solutions were negative or complex numbers, some of the ''x'' solutions are complex numbers.
These equations can be solved as particular cases of
Quasi-symmetric equation too.
Symmetric equations
Symmetric equations
are particular cases of these kind of equations too. So are equations like this one:
These equations can be solved as particular cases of
Quasi-symmetric equation too.
So can be equations like this one:
All of them can be solved using the same variable change.
, where m= 1 in the first and the third cases and m= -1 in the second one.
The general case, along Ferrari's lines
To begin, the quartic must first be converted to a ''depressed quartic''.
Converting to a depressed quartic
Let
:
be the general quartic equation which it is desired to solve. Divide both sides by ''A'',
:
The first step should be to eliminate the ''x''
3 term. To do this, change variables from ''x'' to ''u'', such that
:
.
Then
:
Expanding the powers of the binomials produces
:
Collecting the same powers of ''u'' yields
:
Now rename the coefficients of ''u''. Let
:
The resulting equation is
:
which is a 'depressed quartic equation'.
If
then we have a
Biquadratic equation, which (as explained above) is easily solved; using reverse substitution we can find our values for
.
Ferrari's solution
Otherwise, the depressed quartic can be solved by means of a method discovered by
Ferrari. Once the depressed quartic has been obtained, the next step is to add the valid identity
:
to equation (1), yielding
:
The effect has been to fold up the ''u''
4 term into a perfect square: (''u''
2 + α)
2. The second term, α''u''
2 did not disappear, but its sign has changed and it has been moved to the right side.
The next step is to insert a variable ''y'' into the perfect square on the left side of equation (2), and a corresponding 2''y'' into the coefficient of ''u''
2 in the right side. To accomplish these insertions, the following valid formulas will be added to equation (2),
:
and
:
These two formulas, added together, produce
:
which added to equation (2) produces
:
This is equivalent to
:
The objective now is to choose a value for ''y'' such that the right side of equation (3) becomes a perfect square. This can be done by letting the discriminant of the quadratic function become zero. To explain this, first expand a perfect square so that it equals a quadratic function:
:
The quadratic function on the right side has three coefficients. It can be verified that squaring the second coefficient and then subtracting four times the product of the first and third coefficients yields zero:
:
Therefore to make the right side of equation (3) into a perfect square, the following equation must be solved:
:
Multiply the binomial with the polynomial,
:
Divide both sides by −4, and move the −''β''
2/4 to the right,
:
This is a
cubic equation for ''y''. Divide both sides by 2,
:
Conversion of the nested cubic into a depressed cubic
Equation (4) is a cubic equation nested within the quartic equation. It must be solved in order to solve the quartic. To solve the cubic, first transform it into a depressed cubic by means of the substitution
:
Equation (4) becomes
:
Expand the powers of the binomials,
:
Distribute, collect like powers of ''v'', and cancel out the pair of ''v''
2 terms,
:
This is a depressed cubic equation.
Relabel its coefficients,
:
:
The depressed cubic now is
:
Solving the nested depressed cubic
The solutions (any solution will do, so pick any of the three complex roots) of equation (5) are
:::let
::::(taken from
Cubic equation)
:
therefore the solution of the original nested cubic is
:
::Remember 1:
::Remember 2:
Folding the second perfect square
With the value for ''y'' given by equation (6), it is now known that the right side of equation (3) is a perfect square of the form
:
::This is correct for both signs of square root, as long as the same sign is taken for both square roots. A ± is redundant, as it would be absorbed by another ± a few equations further down this page.
so that it can be folded:
:
.
::Note: If ''β'' ≠ 0 then ''α'' + 2''y'' ≠ 0. If ''β'' = 0 then this would be a biquadratic equation, which we solved earlier.
Therefore equation (3) becomes
:
.
Equation (7) has a pair of folded perfect squares, one on each side of the equation. The two perfect squares balance each other.
If two squares are equal, then the sides of the two squares are also equal, as shown by:
:
.
Collecting like powers of u produces
:
.
::Note: The subscript ''s'' of
and
is to note that they are dependent.
Equation (8) is a
quadratic equation for ''u''. Its solution is
:
Simplifying, one gets
:
This is the solution of the depressed quartic, therefore the solutions of the original quartic equation are
:
::Remember: The two
come from the same place in equation (7'), and should both have the same sign, while the sign of
is independent.
Summary of Ferrari's method
Given the quartic equation
:
its solution can be found by means of the following calculations:
:
:
:
::if
solve
and substitute
finding the roots
:::
.
:
:
:
, (either sign of the square root will do)
:
, (there are 3 complex roots, any one of them will do)
:
:
:
::The two ±
s must have the same sign, the ±
t is independent. To get all roots, find x for ±
s,±
t = +,+ and for +,− and for −,+ and for −,−. Double roots will be given twice, triple roots 3 times and quadruple roots would be given 4 times (although then ''β'' = 0, which is a special case). The order of the roots depends on which cubic root ''U'' one chose. (see note for (8) vis-Ã -vis (8'))
''Quod Erat Faciendum.''
There are other methods of solving the quartic equations, perhaps more optimal. Ferrari was the first to discover one of these
labyrinthine solutions. The equation which he solved was
:
which was already in depressed form. It has a pair of solutions which can be found with the set of formulas shown above.
Obtaining alternative solutions the hard way
It could happen that one only obtained one solution through the seven formulae above, because one doesn't like trying all four sign patterns to get all four solutions, and the solution one obtained is
complex. It may also be the case that one is only looking for a real solution. Let ''x''
1 denote the complex solution. If all the original coefficients ''A'', ''B'', ''C'', ''D'' and ''E'' are real -- which should be the case when one desires only real solutions -- then there is another complex solution ''x''
2 which is the
complex conjugate of ''x''
1. If the other two roots are denoted as ''x''
3 and ''x''
4 then the quartic equation can be expressed as
:
but this quartic equation is equivalent to the product of two quadratic equations:
:
and
:
Since
:
then
:
Let
:
:
so that equation (9) becomes
:
Also let there be (unknown) variables ''w'' and ''v'' such that equation (10) becomes
:
Multiplying equations (11) and (12) produces
:
Comparing equation (13) to the original quartic equation, it can be seen that
:
:
:
and
:
Therefore
:
:
Equation (12) can be solved for ''x'' yielding
:
:
One of these two solutions should be the desired real solution.
Alternative methods
Quick and memorable solution from first principles
Most textbook solutions of the quartic equation require a magic substitution that is almost impossible to memorize. Here is a way to approach it that makes it easy to understand.
The job is done if we can factorize the quartic equation into a product of two
quadratics. Let
:
By equating coefficients, this results in the following set of simultaneous equations:
:
This is harder to solve than it looks, but if we start again with a
depressed quartic where
, which can be obtained by substituting
for
, then
, and:
:
It's now easy to eliminate both
and
by doing the following:
:
If we set
, then this equation turns into the
cubic equation:
:
which is solved elsewhere. Once you have
, then:
:
The symmetries in this solution are easy to see. There are three roots of the cubic, corresponding to the three ways that a quartic can be factored into two quadratics, and choosing positive or negative values of
for the square root of
merely exchanges the two quadratics with one another.
Galois theory and factorization
The
symmetric group S
4 on four elements has the
Klein four-group as a
normal subgroup. This suggests using a resolvent whose roots may be variously described as a discrete Fourier transform or a
Hadamard matrix transform of the roots.
Suppose r
i for i from 0 to 3 are roots of
:
If we now set
:
then since the transformation is an
involution we may express the roots in terms of the four s
i in exactly the same way. Since we know the value s
0 = -b/2, we really only need the values for s
1, s
2 and s
3. These we may find by expanding the polynomial
:
which if we make the simplifying assumption that b=0, is equal to
:
This polynomial is of degree six, but only of degree three in z
2, and so the corresponding equation is solvable. By trial we can determine which three roots are the correct ones, and hence find the solutions of the quartic.
We can remove any requirement for trial by using a root of the same resolvent polynomial for factoring; if w is any root of (3), and if
then
:
We therefore can solve the quartic by solving for w and then solving for the roots of the two factors using the quadratic formula.
See also
★
Linear equation
★
Quadratic equation
★
Cubic equation
★
Quintic equation
★
Quasi-symmetric equation
★
Polynomial
★
Lodovico Ferrari
★
Girolamo Cardano
References
★
Ferrari's achievement
★
Quartic formula as four single equations
1. Stewart, Ian, ''Galois Theory, Third Edition'' (Chapman & Hall/CRC Mathematics, 2004)
1. Stewart, Ian, ''Galois Theory, Third Edition'' (Chapman & Hall/CRC Mathematics, 2004)