Contents / Algebra / Foundations of Algebra
Chapter 1
Foundations of Algebra
Variables, expressions, equations, inequalities, and order of operations — the language of symbolic math.
Introduction
Variables, expressions, equations, inequalities, and order of operations — the language of symbolic math.
Algebra is the language of generalization in mathematics. Instead of working only with specific numbers like 3 + 5 = 8, algebra lets us write rules and solve problems that apply to whole families of numbers using symbols.
It forms the foundation for almost every branch of mathematics that follows: geometry with coordinates, calculus with rates of change, statistics with models, and physics with formulas. Mastering algebra means learning to think symbolically and manipulate relationships fluently.
1.1What is Algebra?
Algebra begins with the idea of replacing specific numbers with letters (or other symbols) so that statements become general. Arithmetic tells us 2 + 3 = 5; algebra lets us say x + 3 = 5 and then solve for the unknown x.
At its core algebra studies structures, relations, and operations on symbols. The same techniques solve problems in finance, science, engineering, and daily life.
Intuition. Think of arithmetic as counting specific apples; algebra is writing a recipe that works no matter how many apples you have.
Letters are like boxes that can hold different numbers; we open the box by solving.
Example 1.1. Suppose you know that a number plus 7 equals 12. In arithmetic you might guess, but algebra writes the equation .
Solution. undo the "+ 7" by subtracting 7 from both sides (whatever we do to one side we must do to the other): . Step 2 — simplify each side: . Sanity check — put the answer back into the original: . Correct.
The symbol stood for the specific number , but the method would work for "a number plus 7 equals anything."□
1.2Variables and Symbolic Thinking
A variable is a symbol (commonly x, y, n, or t) that represents an unknown or a quantity that can change. Constants are fixed numbers like 2 or π.
Expressions combine variables and constants with operations: 2x + 3y − 5. Equations set two expressions equal: 2x + 3 = 11.
Using variables we can write formulas that work universally, such as the area of a rectangle A = l w or the distance formula.
Intuition. A variable is a placeholder, like a blank in a mad-lib that gets filled with a number later.
Once you choose a value for x, the whole expression becomes a regular arithmetic problem.
Example 1.2. The perimeter of a rectangle is , where is the length and is the width.
Solution. choose values for the variables, say and . Step 2 — substitute them in: . Step 3 — evaluate, multiplication before addition: .
The very same formula gives for a rectangle — one formula, infinitely many rectangles.□
1.3Solving Problems Algebraically
The power of algebra appears when we translate real situations into symbols, solve the resulting equation or inequality, and translate the answer back.
Method 1.3 (Solving a word problem algebraically).
- Assign a variable to the unknown.
- Write an equation from the given relationships.
- Perform inverse operations to isolate the variable.
- Check the solution.
- Interpret the answer in the words of the original problem.
Algebraic manipulation (adding the same to both sides, multiplying both sides by the same nonzero number) preserves equality and lets us rearrange any equation.
Intuition. Solving is like unwrapping a present: each inverse operation removes one layer until the variable is revealed.
Always check by plugging the answer back into the original statement.
Example 1.4. A number is doubled and then 4 is subtracted; the result is 10. Find the number.
Solution. assign a variable: let the number be . Step 2 — translate the sentence into symbols. "Doubled" is ; "4 subtracted" is ; "the result is 10" is . So . Step 3 — undo the subtraction: add 4 to both sides, . Step 4 — undo the doubling: divide both sides by 2 (allowed because ), . Sanity check — reread the story with : double it to get , subtract 4 to get . Correct.
Notice the "translate, then solve, then check" pattern — it is the whole job of algebra in miniature.□
- Treating algebra like pure arithmetic without variables: Forgetting to use letters when a problem asks for a general rule.
- Changing the value of one side without doing the same to the other: The golden rule "do the same to both sides" is broken.
- Assuming a variable can only be a positive integer: Variables can represent fractions, negatives, or even other expressions.
- Skipping the check step: Solutions that satisfy a manipulated equation may be extraneous if operations like squaring or dividing by variables were used.
- Confusing expressions with equations: 2x + 3 is an expression (has no =); 2x + 3 = 7 is an equation.
A variable is a symbol that stands for a number we do not yet know or that is allowed to change. It is the central tool that turns arithmetic into the powerful general language of algebra.
Without variables we could only solve one problem at a time with specific numbers. With variables we write once and solve for all similar problems.
1.4Definition of a Variable
Definition 1.5 (Variable). A variable is a letter or other symbol that represents a quantity whose value is unknown, unspecified, or allowed to vary. Common choices include , , , , , , .
Variables are distinct from constants (fixed numbers such as 2, −7, or π) and from the operators that combine them.
Intuition. Imagine a box with a question mark on it; inside is a number, but we have not opened it yet. The box is the variable.
Later we may discover the number inside is 4, or we may decide the box can hold any number we like.
Example 1.6. The sentence "a number plus four equals ten" becomes the equation .
Solution. Here is the variable — the symbol for the unknown number. and are constants — fixed, known numbers. and are the operator and the relation that tie them together.
Solving gives (subtract 4 from both sides). Before solving, was a box with a question mark; after solving, we know the box held .□
1.5Uses of Variables in Mathematics
Variables appear everywhere:
- To represent unknowns we want to solve for.
- To express general relationships and formulas (area, distance, interest).
- To define functions that map inputs to outputs.
- In statistics to represent data values or parameters.
- In science to stand for measurable quantities like time, mass, or temperature.
Using the same variable consistently within a problem keeps the meaning clear.
Intuition. A single formula with variables is like a machine: drop in different numbers for the variables and it produces the correct answer every time.
One equation can answer "what if the price is $5?" and "what if the price is $12?" without rewriting everything.
Example 1.7. The formula for the area of a triangle is , where is the base and is the height (both measured in the same units).
Solution. substitute and : . Step 2 — evaluate left to right: , then .
So square units. Change the inputs to and the same machine returns — the formula is a reusable machine, and and are the slots you drop numbers into.□
1.6Notation and Conventions
Notation (Conventional letters). Certain letters carry conventional meanings that make reading mathematics easier:
- : general unknowns or coordinates.
- : coefficients or constants in equations.
- : counting numbers, indices, or discrete quantities.
- : time or a parameter.
- Greek letters (, , , ): often reserved for angles or special constants.
Coefficients are the numbers multiplying variables (the 2 in ). Subscripts () distinguish different variables of the same letter.
Intuition. Mathematicians are a little lazy and very consistent; they reuse the same letters for the same kinds of jobs so readers instantly know what role each symbol plays.
Subscripts are like name tags: is "the first ", is "the second ".
Example 1.8. In the quadratic equation , the letters , , and are conventionally the coefficients and is the unknown.
Solution. In , matching against the template gives (coefficient of ), (coefficient of , sign included), and (the constant term). The must carry its minus sign: the coefficient is , not .
Reading coefficients by their conventional roles lets you drop them straight into a formula like the quadratic formula without re-deriving what each letter means.□
- Using the same letter for two different unknowns in one problem: This creates confusion; choose distinct letters.
- Treating a variable as always positive or always an integer: Variables can represent any real (or complex) number unless the context restricts them.
- Forgetting that the variable name is arbitrary: x + 3 = 7 is the same problem as w + 3 = 7; only the label changed.
- Confusing the variable with its value: The variable x is the symbol; after solving we may say "x equals 4" meaning the value that x represents.
- Omitting the multiplication sign before a variable: 3x means 3 × x; writing 3 × x is also correct but 3x is standard.
An algebraic expression is a phrase made of numbers, variables, and operation symbols. It has a value once the variables are given numbers, but it does not assert that anything equals anything else.
Expressions are the building blocks out of which equations, inequalities, and functions are constructed.
1.7Definition and Structure
Definition 1.9 (Algebraic expression). An expression is any finite combination of constants, variables, and the four arithmetic operations (and sometimes exponents, roots, etc.) that represents a single mathematical object.
Examples: , , , , .
Expressions do not contain an equals sign, question mark, or the instruction "solve." A fractional expression such as is only defined where its denominator is nonzero (here, for ).
Intuition. An expression is like a recipe or a shopping list: it tells you what to combine, but it is not yet a complete sentence claiming a fact.
Once you fill in numbers for the variables you can calculate a single number result.
Example 1.10. Take apart the expression .
Solution. It has a variable term (coefficient times the variable ) and a constant term , joined by subtraction. In words it says "take four times some number and subtract nine." It is a phrase, not a claim: it does not say it equals anything. Only when we write do we have an equation to solve.
Its value depends on : at it is ; at it is . Different input, different value — but always just a value, never true or false on its own.□
1.8Evaluating Expressions
Definition 1.11 (Evaluating an expression). To evaluate an expression means to substitute specific numbers for each variable and then compute the resulting arithmetic value.
Order of operations (PEMDAS) must be respected. Parentheses first, then exponents, multiplication/division left to right, addition/subtraction left to right.
Intuition. Plugging in numbers turns the abstract recipe into a concrete calculation you can do on a calculator or by hand.
Every different choice of numbers for the variables generally gives a different numerical answer.
Example 1.12. Evaluate when .
Solution. substitute, using parentheses around the value to protect signs: . Step 2 — exponents first: , giving . Step 3 — multiplication next: , giving . Step 4 — addition/subtraction left to right: , then .
So the value is . At : . The parentheses matter most with negatives: at , — squaring the gives , and subtracting adds 6.□
1.9Simplifying Expressions
Definition 1.13 (Simplifying an expression). To simplify an expression is to rewrite it in a shorter, clearer, or more convenient equivalent form, without changing its value for any substitution.
Common techniques: combine like terms, factor out common factors, expand using the distributive property, cancel common factors in fractions (when defined).
Intuition. Simplifying is housekeeping: you tidy up the expression so it is easier to read, compare, or use in the next step.
2x + 3x is the same as 5x, but 5x is neater.
Example 1.14 ((combining like terms):). Simplify .
Solution. identify like terms: and are both " terms"; and are both constants. Step 2 — group them: . Step 3 — combine each group: .
The result equals the original for every value of (check at : original ; simplified ).□
Example 1.15 ((distributing):). Expand and simplify .
Solution. the distributive property says , so multiply the into each term inside: . Step 2 — simplify: .
A common trap is to write , forgetting to multiply the . Distribution touches every term inside the parentheses.□
1.10Expressions versus Equations
An expression is a phrase; an equation is a sentence that claims two expressions have the same value.
You can simplify or evaluate expressions. You solve equations (find values that make the sentence true).
An expression by itself is never "true" or "false"; it simply has a value.
Intuition. "My age plus five" is an expression. "My age plus five equals 20" is an equation you can solve.
You cannot "solve" an expression; you can only simplify it or plug numbers into it.
Example 1.16. The expression x + 5 can be simplified (it already is simple) or evaluated. The equation x + 5 = 12 can be solved: x = 7.
- Putting an equals sign after an expression when you only meant to simplify: Write 2x + 3x = 5x only if you are stating an identity; otherwise just write the result 5x.
- Forgetting to distribute the negative sign: −(x + 2) = −x − 2, not −x + 2.
- Evaluating without respecting order of operations: Always do parentheses and exponents before multiplying.
- Confusing "simplify" with "solve": Simplifying produces another expression; solving produces numbers that satisfy an equation.
- Canceling terms that are not factors: You can cancel common factors in a fraction but not common addends in a sum.
An equation is a complete mathematical sentence that says two expressions represent the same quantity. The equals sign = is the verb of the sentence.
Solving an equation means discovering the value or values of the variable that make the sentence true.
Equations are the primary tool we use to answer "what number satisfies this condition?" questions in every quantitative field.
1.11Definition and Components
Definition 1.17 (Equation). An equation consists of two expressions joined by an equals sign. The expressions on either side are called the left-hand side (LHS) and right-hand side (RHS).
Examples: (identity, always true), (conditional, true only for specific ), (identity).
Definition 1.18 (Identity, conditional equation, contradiction). An equation may be true for all values of the variable — an identity — for some values only — a conditional equation — or for none at all, in which case it is a contradiction.
Intuition. Think of the = sign as a balance scale that is perfectly level only when the two sides weigh the same.
The job of solving is to find which weight on the variable side makes the scale balance.
Example 1.19. Look at the equation .
Solution. The left-hand side is the expression ; the right-hand side is the expression ; the claims they have the same value. It is a conditional equation: it is true only for the one value (since ) and false for every other — e.g. at we get , false.
Contrast with an identity like , which is true for all , and a contradiction like , which is true for no . Solving means finding exactly which of these three cases you are in, and, when conditional, which value(s) work.□
1.12Solving Linear Equations
The basic strategy is to use inverse operations to isolate the variable while keeping the equation balanced.
Method 1.20 (Isolating the variable). Each of these moves turns an equation into an equivalent one, so you may use them freely:
- Add or subtract the same number from both sides.
- Multiply or divide both sides by the same nonzero number.
- Simplify expressions on either side.
Repeat until the variable stands alone on one side.
Intuition. Each move is like carefully removing one layer of wrapping without tilting the balance.
You want the variable standing alone on one side and a number on the other.
Example 1.21. Solve .
Solution. undo the " " by adding 5 to both sides: , so . Step 2 — undo the " " by dividing both sides by 3 (legal because ): , so . Sanity check — substitute back into the original: . Matches the right-hand side.
Undo operations in reverse of how they were applied: the was multiplied by 3 then had 5 subtracted, so we add back the 5 first and divide by 3 last.□
1.13Properties that Preserve Equality
The reflexive, symmetric, and transitive properties, plus the addition and multiplication properties of equality, guarantee that the steps we take do not change the solution set.
Theorem 1.22 (Properties of equality). Suppose . Then for any number ,
The first is the addition property (subtraction is just adding a negative); the second is the multiplication property. Dividing both sides by is allowed only when , since dividing by zero is undefined.
These properties justify every legal manipulation: they are the reason "do the same thing to both sides" keeps the equation true.
Intuition. If two piles of blocks are equal, adding the same number of blocks to each pile keeps them equal.
The same holds for multiplying every block count by the same factor.
Example 1.23. Starting from , add 4 to both sides: , so . Because we added the same amount to both sides, the addition property guarantees any that solved the first equation still solves the second, and no new solutions sneak in — the solution set is exactly preserved. Check: . Correct.
1.14Checking Solutions
After obtaining a candidate solution, substitute it back into the original equation. If both sides become equal, it is a valid solution.
Checking catches arithmetic errors and extraneous solutions introduced by operations such as multiplying by an expression containing the variable or raising to an even power.
Intuition. Checking is your safety net. The algebra steps can sometimes create "fake" answers that only work after you changed the equation.
Always plug the number back into the very first version you wrote.
Example 1.24. Suppose we solved and got the candidate .
Solution. substitute into the original equation: . Step 2 — evaluate: . Step 3 — compare with the right-hand side: . The candidate checks out, so is a genuine solution.
Checking is not busywork: had a slip given us , the check would flag it immediately.□
- Moving a term to the other side without changing its sign: Subtracting 5 is the same as adding −5; the sign must flip when crossing the equals sign.
- Dividing by zero or by an expression that might be zero: This is illegal and can lose or add solutions.
- Forgetting to distribute when parentheses are present: 3(x + 2) = 3x + 6, not 3x + 2.
- Not checking the solution: Many errors are revealed only at verification time.
- Assuming every equation has exactly one solution: Some have none, some have infinitely many (identities), some have two or more.
An inequality is a statement that one quantity is larger than, smaller than, or possibly equal to another. The symbols <, >, ≤, and ≥ replace the equals sign of an equation.
Solving inequalities is almost identical to solving equations, with one crucial extra rule: multiplying or dividing by a negative number reverses the inequality direction.
Inequalities describe ranges of values and appear in optimization, constraints, and describing intervals.
1.15Definition and Symbols
Notation (The four inequality symbols).
- : is less than .
- : is greater than .
- : is less than or equal to .
- : is greater than or equal to .
These comparisons can involve variables and are true for some numbers and false for others.
Intuition. The symbols are like hungry alligators: the open mouth always points toward the bigger number.
≤ adds a little line that means "or equal," like including the endpoint on a fence.
Example 1.25. Decide whether each statement is true, and describe the last one's solution set.
Solution. : is 3 less than 7? Yes — true. : is greater than 1? On the number line sits to the left of 1, so no — false. : this involves a variable, so instead of true/false it has a solution set — every number that is 5 or smaller. That includes itself (the " " part), , , , and so on, but not .
Unlike an equation, an inequality with a variable usually has infinitely many solutions — a whole range, not a single value.□
1.16Solving Linear Inequalities
The same inverse operations used for equations apply, with one exception.
Theorem 1.26 (Multiplying an inequality by a negative). If and , then
So whenever you multiply or divide both sides of an inequality by a negative number, you must flip the inequality symbol. All other operations — adding, subtracting, and multiplying or dividing by a positive number — keep the direction unchanged.
Intuition. Multiplying by a negative is like looking in a mirror: left becomes right and the order reverses.
Adding or subtracting never flips the order.
Example 1.27. Solve .
Solution. subtract 1 from both sides (adding/subtracting never flips): . Step 2 — divide both sides by . Because the divisor is negative, flip to : . Sanity check — pick a value in the claimed solution, say : . Works. Now test a value outside it, : is false, as it should be.
Contrast with a positive divisor: solving gives with no flip — the direction only reverses for a negative multiplier or divisor.□
1.17Graphing Solutions on the Number Line
The solution set of an inequality is an interval (or union of intervals) that can be shown on a number line.
Notation (Marking a solution set).
- Open circle (○) for strict inequalities or (endpoint not included).
- Closed/filled circle (●) for or (endpoint included).
- Arrow or shading shows the direction of the solution ray or interval.
Intuition. The number line becomes a "road" where only certain parts are open for travel.
The circle tells you whether the exact endpoint house is allowed or off-limits.
Example 1.28. Graph .
Solution. mark the boundary at . Because the inequality is strict (, not ), draw an open circle at : the point itself is not a solution ( is false). Step 2 — decide the direction: solutions are numbers greater than 2, which lie to the right, so shade rightward and draw an arrow toward .
If instead we had , the only change would be a closed (filled) circle at , because now satisfies and belongs to the solution set.□
1.18Compound Inequalities
Definition 1.29 (Compound inequality). A compound inequality combines two inequalities with "and" (intersection) or "or" (union). An "and" statement is usually written as a chain,
which describes the interval between the two numbers.
Solving often requires splitting into two separate inequalities and then intersecting or unioning the results.
Intuition. "And" means both conditions must be true at the same time, like being taller than 5 feet AND shorter than 6 feet.
"Or" means at least one is true.
Example 1.30. Solve the compound inequality . This is shorthand for two conditions at once: and .
Solution. whatever we do, do it to all three parts to keep them lined up. To isolate , subtract 2 everywhere: . Step 2 — simplify each part: . Sanity check — the endpoints tell the story: is included (since holds with equality), but is excluded (since is not ). A middle value like gives . True.
The solution is every from inclusive up to exclusive.□
- Forgetting to flip the inequality when multiplying or dividing by a negative: This is the single most common error and produces an interval on the wrong side of the number line.
- Using a closed circle for a strict inequality: < or > never include the endpoint.
- Treating compound inequalities as two separate problems without recombining: The final answer must satisfy both parts simultaneously for "and" statements.
- Dividing by a variable without knowing its sign: You cannot decide whether to flip without knowing the sign.
- Writing the answer with the variable on the wrong side: x < 5 is preferred over 5 > x for readability, though both are correct.
When an expression contains several different operations, we need an agreed-upon sequence so that everyone who reads it computes exactly the same value. That sequence is called the order of operations.
The most common mnemonic is PEMDAS (or BODMAS in some countries). The rules are universal in mathematics.
1.19The PEMDAS Rule
Method 1.31 (Order of operations (PEMDAS)). Evaluate an expression in this order:
- Parentheses (or other grouping symbols: brackets, braces, fraction bars, absolute value bars).
- Exponents (and roots, which are fractional exponents).
- Multiplication and Division, performed left to right.
- Addition and Subtraction, performed left to right.
Multiplication does not always come before division, nor addition before subtraction; they are peers and we scan left to right.
Intuition. Parentheses are like a force field that says "do this part first no matter what."
Exponents are powerful and happen early. Multiplication/division are next because they are repeated addition/subtraction. Plain + and − finish last.
Example 1.32. Start with . No exponents.
Solution.
- Multiplication first (left to right): .
- Then addition and subtraction left to right: , then .
1.20Why a Standard Order Matters
Without a fixed order the expression 3 + 4 × 2 could legitimately be interpreted as either 14 or 11. Ambiguity would make formulas, computer programs, and communication unreliable.
The order of operations is a social contract that lets us write compact expressions while guaranteeing a unique result.
Intuition. Imagine traffic lights: everyone agrees red means stop. If every driver chose their own rule, crashes would be constant.
The same for math symbols; the PEMDAS contract prevents crashes in calculations.
Example 1.33. Consider evaluated two ways.
Solution. No agreed order — someone reading strictly left to right computes , then . PEMDAS order — multiplication outranks addition, so first, then .
Two readers, two different numbers ( vs. ) from the same symbols. The order-of-operations convention exists precisely to rule out one of them: the agreed answer is . (The viral debates arise not because PEMDAS fails, but because the notation is written ambiguously — the cure is to add parentheses, e.g. or , so there is nothing left to argue about.)□
1.21Parentheses and Exponents
Parentheses override every other rule. They force early evaluation.
Exponents (powers) are performed before multiplication. Roots are also early because √x = x^{1/2}.
Nested parentheses are evaluated from the innermost outward.
Intuition. Parentheses are the "do this NOW" boss of the expression.
Exponents tell how many times to multiply a number by itself; they are stronger than ordinary multiplication so they come first.
Example 1.34. Start with .
Solution.
- Innermost parentheses: .
- Exponent: .
- Multiplication: .
1.22Common Expressions and Left-to-Right Rule
In real expressions multiplication and division often appear together, as do addition and subtraction. Always finish one pair left to right before moving to the next lower priority.
Fraction bars act as grouping symbols: the entire numerator and denominator are evaluated before the division occurs.
Intuition. When two operations have the same "rank" (× and ÷, or + and −), read the sentence from left to right just as you read English.
The fraction bar is like a big pair of parentheses around top and bottom.
Example 1.35. Start with .
Solution.
- Division and multiplication left to right: , .
- Addition and subtraction left to right: , .
- Doing operations strictly in the order the letters appear instead of left-to-right for MD and AS: PEMDAS does not mean "multiplication always before division"; it means the MD group, then within the group left to right.
- Ignoring parentheses: 2 × (3 + 4) is 14, not 2 × 3 + 4 = 10.
- Applying an exponent to the wrong base: exponents bind tighter than multiplication, so means , not . The exponent attaches only to its own base.
- Forgetting that a fraction bar groups the numerator and denominator: (1+2)/3 is not 1 + 2/3.
- Performing addition before multiplication just because it appears first on the page: 2 + 3 × 4 = 14, never 20.