1 Mathematical Modeling and Quantitative Reasoning
A practical guide to building, interpreting, checking, and communicating mathematical models of real-world situations.
From situations to mathematical models
A model translates selected features of reality into a mathematical representation. It may use an equation, function, table, graph, or diagram to describe a relationship and support estimation or prediction.
For example, a car-rental cost can be represented by
where is the total cost in dollars and is the number of miles driven. The value represents a fixed fee, while represents a cost of dollars per mile.
This is useful because it isolates the relationship between mileage and cost. It does not claim to include every feature of an actual rental, such as taxes, fuel, insurance, or traffic conditions.
Takeaway: A model is a purposeful approximation, not the real-world situation itself.
Defining variables and relationships
Begin by identifying the quantities that are known, changing, or unknown. Define each with a symbol, meaning, and . Clear definitions make the model easier to interpret and check.
For a tank that begins with 500 gallons and drains at 4 gallons per minute, define
Because volume depends on time, a suitable function is
Here, is the input and is the output. The starting value is 500 gallons, and the coefficient describes a decrease of 4 gallons for each minute.
A helpful modeling habit is to choose symbols that suggest the quantities they represent, such as for time, for distance, or for cost.
Takeaway: Define quantities before writing equations, and make the dependence between input and output explicit.
Assumptions, constraints, and
Real situations contain more details than a manageable model can usually include. An states which conditions will be treated as approximately true. For the draining-tank example, possible assumptions include a starting volume of exactly 500 gallons, a constant drainage rate of 4 gallons per minute, no incoming water, and sufficiently small measurement errors.
A states which values are allowed. Time cannot be negative, and water volume cannot be less than zero. Solving
gives minutes, so a reasonable for the tank model is
Although the formula can be evaluated beyond this interval, negative values of do not describe actual water volume. The formula has therefore been used outside the in which the model is meaningful.
Takeaway: State assumptions and constraints explicitly; they determine when the model can be trusted.
Units and dimensional reasoning
A numerical answer is incomplete without its . Units identify what is being measured and allow calculations to be interpreted correctly.
Units can also test . In the tank model,
so subtracting gallons from 500 gallons is meaningful. Similarly, in the car-rental model,
which can be added to a fee measured in dollars.
Conversions must preserve the quantity while changing its . If a cyclist travels 18 miles in 1.5 hours, then
The is essential: the number 12 alone does not specify the speed measurement.
Takeaway: Attach units to quantities, check that units are compatible, and include units in the final interpretation.
Scales and graphical interpretation
A determines how values appear on a graph, map, diagram, or model. Always inspect what each axis measures, the units used, where the axes begin and end, and how much numerical change is represented by equal spacing.
For a map with
an illustrated distance of 3 inches represents
Graphical scales can affect visual interpretation. A narrow range on an axis may make a small change appear dramatic, while a broad range may make a substantial change look minor. Horizontal and vertical axes may appropriately use different scales when they represent different quantities or units.
Takeaway: Read labels, units, intervals, and axis limits before drawing conclusions from a graph or diagram.
A complete modeling workflow
A reliable modeling process connects the situation, the mathematics, and the interpretation:
Read the situation and identify what is known, what changes, and what must be found.
Define variables with symbols, meanings, and units.
Identify the relationship using operations, proportionality, or function dependence.
State assumptions and constraints.
Choose a representation such as a sentence, table, equation, function, graph, or diagram.
Check units, , and whether the result is reasonable.
Interpret the result in context and mention relevant limitations.
For a subscription with a monthly fee of 12 dollars and a charge of 3 dollars for each premium movie, define as the number of movies and as the monthly cost in dollars. The model is
Because counts movies, its is
For 5 movies,
so the monthly cost is 27 dollars under the stated pricing assumptions.
Takeaway: A complete solution defines the quantities, builds and checks the model, and explains what the result means in context.
Evaluating model quality and limitations
Model evaluation asks whether the mathematical representation is suitable for its intended use. Check whether the variables are clear, the units are consistent, the assumptions are reasonable, the is appropriate, and the outputs make sense at important inputs.
Also consider sensitivity: would a small change in an substantially change the result? Compare predictions with observations or data when those are available. If a model produces an impossible result, investigate whether a or has been ignored rather than accepting the output literally.
The tank function illustrates this point. It predicts negative volume when , but that does not imply that a tank can contain a negative amount of water. It indicates that the linear relationship should not be extended beyond the period in which the tank is draining and contains water.
Takeaway: A model is reliable only within the conditions, assumptions, and that support it.