The chain rule differentiates composite functions: the derivative of sin(x2) is cos(x2)⋅2x — differentiate the outer function, then multiply by the derivative of the inside. Integration asks the reverse: given cos(x2)⋅2x, find the original function. That's what u substitution does — it reverses the chain rule.
The Core Intuition
When an integral looks like "a function times the derivative of its inside," substitute the inside with u and the derivative of the inside with du. Consider:
∫2xcos(x2)dx
Here 2x is the derivative of x2, and x2 is the inside of cos(x2). Let u=x2, so du=2xdx:
∫cos(u)du=sin(u)+C=sin(x2)+C
Check: the derivative of sin(x2) is cos(x2)⋅2x.
The Precise Statement
∫f(g(x))⋅g′(x)dx=∫f(u)duwhere u=g(x),du=g′(x)dx
Valid provided g is differentiable and the resulting integral in u is simpler.
The Step-by-Step Method
Identify a function g(x) whose derivative g′(x) also appears (possibly up to a constant factor).
Setu=g(x), compute du=g′(x)dx.
Rewrite the entire integral in u and du — every x and dx must be replaced.
Integrate with respect to u.
Substitute backu=g(x).
Watch out
You cannot mix variables. If any x remains after substitution, you chose the wrong u (or must solve for x in terms of u — rare).
A Second Example (with a constant factor)
Evaluate ∫xx2+1dx. Let u=x2+1, so xdx=21du:
∫u⋅21du=21⋅32u3/2+C=31(x2+1)3/2+C
When Does It Work?
When the integrand is something times the derivative of something inside. Common patterns:
Use the identity tan2x=sec2x−1 to rewrite the integrand entirely in terms of secx, then substitute u=tanx (or u=secx) — the integral becomes a simple polynomial in u. The final result is 51tan5x+31tan3x+C.
When you see powers of tanx and secx multiplied together, the natural instinct is to look for a substitution. The key is that the derivative of tanx is sec2x, and the derivative of secx is secxtanx. So if you have an extra sec2x factor, u=tanx works beautifully; if you have an extra secxtanx factor, u=secx is the way.
Here we have tan2xsec4x. Notice sec4x=sec2x⋅sec2x. One of those sec2x factors is the derivative of tanx — that’s our cue.
Rewrite the integrand to expose the derivative.
Write sec4x=sec2x⋅sec2x. Then the integral becomes
∫tan2x⋅sec2x⋅sec2xdx.
The sec2x at the end is d(tanx)/dx, so we set u=tanx, du=sec2xdx.
Express the remaining sec2x in terms of u.
Using the identity sec2x=1+tan2x=1+u2, we have
∫tan2x⋅sec2x⋅sec2xdx=∫u2⋅(1+u2)⋅du.
Simplify and integrate.
Multiply out: u2(1+u2)=u2+u4. So
∫(u2+u4)du=3u3+5u5+C.
Substitute back.
Since u=tanx,
∫tan2xsec4xdx=31tan3x+51tan5x+C. …
Why it's wrong: without setting aside one sec2x, the substitution u=tanx has no matching differential. Correct approach: write sec4x=sec2x⋅sec2x and convert one factor to 1+tan2x.
Mistake 2: Using the wrong Pythagorean identity.
Why it's wrong: sec2x=1+tan2x; writing sec2x=1−tan2x or mixing in sin/cos derails the polynomial. Correct approach: memorise 1+tan2x=sec2x. …