IB MATHEMATICS: ANALYSIS AND APPROACHES • GEOMETRY AND TRIGONOMETRY

Trig Ratios & Identities — SL 3.5 Trigonometric ratios and identities (tan; basic identities)

Master the tangent ratio and the fundamental identities that connect sine, cosine, and tangent.

Historical Context & Motivation

Long before calculators existed, ancient civilizations needed reliable ways to measure heights, distances, and angles. The word trigonometry literally means "triangle measurement" — from the Greek words trigonon (triangle) and metron (measure). Over thousands of years, mathematicians across many cultures developed the ratios and identities you will learn in this lesson. These tools turn angle information into side-length information and vice versa, which is essential for navigation, engineering, astronomy, and physics.

~1800 BCE
Babylonian Tables
Babylonian scribes recorded tables relating the sides of right triangles on clay tablets, creating the earliest known proto-trigonometric data.
~150 BCE
Hipparchus & Chord Tables
The Greek astronomer Hipparchus compiled the first systematic table of chords, effectively producing values equivalent to modern sine values for astronomical calculations.
~500 CE
Indian Sine & Cosine
Indian mathematicians Aryabhata and Brahmagupta defined the half-chord (jya), which evolved into our modern sine function, and introduced the cosine as a complementary ratio.
~900 CE
Islamic Golden Age — Tangent Emerges
Al-Marwazi and other Islamic scholars introduced the tangent and cotangent ratios. These proved especially useful for calculating shadow lengths from the height of a sundial gnomon.
1600s
European Formalization
Euler, along with earlier European mathematicians, standardized trigonometric notation and established the Pythagorean identity and the tangent identity as formal algebraic tools.

The central question this lesson addresses is: how do the three primary trig ratios — sine, cosine, and tangent — relate to each other, and what algebraic identities tie them together? Understanding these connections will let you simplify expressions, verify equations, and solve problems far more efficiently than treating each ratio in isolation.

Core Principles & Definitions

In IB Math AA SL 3.5, you build on your existing knowledge of sine and cosine to formally define the tangent ratio and to learn the basic trigonometric identities. These identities are equations that are true for every allowed value of the angle, not just for special cases. Let's nail down the foundational ideas.

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SOH-CAH-TOA in Right Triangles

In a right triangle with acute angle θ: sin θ = opposite / hypotenuse, cos θ = adjacent / hypotenuse, and tan θ = opposite / adjacent. These ratios depend only on the angle, not the triangle's size.
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Tangent as a Ratio of Ratios

The tangent of an angle equals the sine divided by the cosine: tan θ = sin θ / cos θ. This identity connects all three primary ratios and is valid whenever cos θ ≠ 0.
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The Pythagorean Identity

For any angle θ, sin²θ + cos²θ = 1. This comes directly from the Pythagorean theorem applied to the unit circle and is the most important identity in trigonometry.
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Identities vs. Equations

An identity is true for all values of the variable (where both sides are defined). An equation is only true for specific values. You prove identities by transforming one side into the other.
KEY TAKEAWAY
Think of sin θ, cos θ, and tan θ as three different ways to describe the same angle — like describing a friend's location using north-south distance, east-west distance, or the slope of the line to them. The identities are the translation rules that let you switch freely between these descriptions.

Visual Explanation — The Unit Circle and Right Triangle

A right triangle inscribed in the unit circle. The horizontal leg represents cos θ, the vertical leg represents sin θ, and the hypotenuse equals 1. The tangent ratio equals the slope of the radius line, or equivalently, the vertical leg divided by the horizontal leg.

In the diagram above, the angle θ sits at the origin, and the point on the unit circle has coordinates (cos θ, sin θ). The vertical leg of the triangle is sin θ, and the horizontal leg is cos θ. Because the hypotenuse is 1, the Pythagorean theorem gives us cos²θ + sin²θ = 1 directly. The tangent is the ratio of the vertical to horizontal legs: tan θ = sin θ / cos θ. Notice that when cos θ = 0 (at 90° and 270°), the tangent is undefined — you'd be dividing by zero.

Mathematical Framework — Identities in Detail

There are three identities at the heart of SL 3.5. Each one can be derived from the definitions of sine, cosine, and tangent, combined with the Pythagorean theorem. You should memorize these — they appear throughout the IB course.

TANGENT IDENTITY
tan θ = sin θ / cos θ
This holds for all values of θ where cos θ ≠ 0. When cos θ = 0, tan θ is undefined. In the unit circle, tan θ represents the slope of the terminal arm.
PYTHAGOREAN IDENTITY
sin²θ + cos²θ = 1
Derived from x² + y² = r² on the unit circle where r = 1. This is the single most-used identity in trigonometry. It lets you find sin θ if you know cos θ (and vice versa), up to a sign determined by the quadrant.
REARRANGED FORMS OF THE PYTHAGOREAN IDENTITY
sin²θ = 1 − cos²θ and cos²θ = 1 − sin²θ
These are just algebraic rearrangements of sin²θ + cos²θ = 1, but they appear so often that it's worth recognizing them instantly.

You can combine these identities. For example, dividing the entire Pythagorean identity by cos²θ gives sin²θ/cos²θ + 1 = 1/cos²θ, which simplifies to tan²θ + 1 = sec²θ. While the secant function isn't heavily tested at SL, this derivation shows how all trig identities are connected. At SL level, focus on being fluent with the three boxed results above.

📝 IB EXAM TIP
In IB exams, the formula booklet provides sin²θ + cos²θ = 1 and tan θ = sin θ / cos θ. However, being able to apply them quickly — especially rearranging the Pythagorean identity — is what earns marks. Practice until these manipulations feel automatic.

Signs of Trig Ratios by Quadrant — The CAST Diagram

When you move beyond acute angles, the sign of each trig ratio depends on which quadrant the terminal arm of the angle falls in. The CAST diagram is a mnemonic that tells you which ratios are positive in each quadrant. Starting from the fourth quadrant and reading counterclockwise, the letters stand for Cosine, All, Sine, Tangent. Understanding CAST is critical for applying the Pythagorean identity, because that identity tells you the magnitude of a ratio but not its sign — you need the quadrant information for that.

The CAST diagram shows which trig ratios are positive in each quadrant. In Quadrant I, all ratios are positive. In Quadrant II, only sine is positive. In Quadrant III, only tangent is positive. In Quadrant IV, only cosine is positive.

Why does the sign pattern work this way? On the unit circle, cos θ is the x-coordinate and sin θ is the y-coordinate. In Quadrant II, x is negative but y is positive, so cos θ < 0 and sin θ > 0. Since tan θ = sin θ / cos θ, a positive divided by a negative gives a negative tangent. Run through each quadrant with this logic and the CAST diagram will make perfect sense.

Signs of trig ratios in each quadrant
QuadrantAngle Rangesin θcos θtan θ
I0° – 90°+++
II90° – 180°+
III180° – 270°+
IV270° – 360°+

Worked Example — Finding the Other Ratios from One

A classic IB-style question gives you one trig ratio and the quadrant, then asks you to find the remaining ratios. Let's work through a full example.

Given sin θ = 3/5 and θ is in Quadrant II, find cos θ and tan θ.
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Step 1 — State what you knowWe are told that sin θ = 3/5 and that θ lies in Quadrant II. From the CAST diagram, in Quadrant II, sine is positive (consistent with 3/5 > 0), cosine is negative, and tangent is negative.
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Step 2 — Apply the Pythagorean identity to find cos θStart with sin²θ + cos²θ = 1. Substitute sin θ = 3/5: (3/5)² + cos²θ = 1 9/25 + cos²θ = 1 cos²θ = 1 − 9/25 = 16/25 cos θ = ±4/5
cos²θ = 16/25, so cos θ = ±4/5
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Step 3 — Use the quadrant to determine the signSince θ is in Quadrant II, cosine must be negative.
cos θ = −4/5
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Step 4 — Find tan θ using the tangent identityApply tan θ = sin θ / cos θ: tan θ = (3/5) / (−4/5) = (3/5) × (5/(−4)) = −3/4
tan θ = −3/4
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Step 5 — Verify the signsQuick check: in Quadrant II, sin > 0 ✓, cos < 0 ✓, tan < 0 ✓. Also, (−4/5)² + (3/5)² = 16/25 + 9/25 = 25/25 = 1 ✓. Everything is consistent.
⚠️ COMMON MISTAKE
Many students forget to consider the sign when taking the square root in Step 2. Always check the quadrant before choosing the positive or negative root. The Pythagorean identity gives you a squared value — you must reason about the sign separately.

Proving Identities — Strategies and Pitfalls

Identity-proving questions regularly appear on IB exams. The golden rule is: work on one side only and transform it until it matches the other side. Never "cross the equals sign" — that would assume the identity is already true, which is what you're trying to show. Here are the main strategies, along with common pitfalls.

Strategies for proving trigonometric identities
StrategyWhen to Use ItWatch Out For…
Rewrite tan θ as sin θ / cos θWhenever tan θ appears and the other side uses only sin and cosDon't forget the condition cos θ ≠ 0
Substitute sin²θ = 1 − cos²θ (or vice versa)When you see a sum of squared trig functions, or need to eliminate one ratioMake sure you're substituting correctly — don't confuse sin²θ with sin(θ²)
Find a common denominatorWhen the expression involves fractions with different trig denominatorsDouble-check that you multiply numerator and denominator by the same thing
Factor expressionsWhen you see difference of squares or common factors (e.g., sin²θ − cos²θ)Don't cancel across an addition sign
Start with the more complex sideAlways — it's generally easier to simplify than to complicateIf you're stuck, try the other side instead
KEY TAKEAWAY
Proving an identity is like solving a puzzle: you have a starting picture (one side of the equation) and a target picture (the other side). You're only allowed to rearrange the pieces of the starting picture — not the target. Each algebraic step (substituting an identity, factoring, combining fractions) is a legal move that brings you closer to the match.

Connection to Advanced Trigonometry

The tangent identity and the Pythagorean identity are the foundation for more advanced work in IB Math AA. At the HL level and in further mathematics, you'll encounter compound angle formulas, double angle formulas, and reciprocal trig functions (sec, csc, cot) — all of which build directly on the identities in this lesson. Even in calculus, when you differentiate and integrate trigonometric functions, these identities appear constantly.

How SL 3.5 content connects to higher-level topics
SL 3.5 (This Lesson)Where It Leads (HL / Further)
tan θ = sin θ / cos θCompound angle formula: tan(A + B) = (tan A + tan B) / (1 − tan A × tan B)
sin²θ + cos²θ = 1Divided by cos²θ → tan²θ + 1 = sec²θ; divided by sin²θ → 1 + cot²θ = csc²θ
CAST diagram for sign determinationSolving trig equations with multiple solutions over extended domains (e.g., 0 ≤ θ ≤ 4π)
Proving simple identities (one or two steps)Proving complex identities involving double angles: sin 2θ = 2 sin θ cos θ, cos 2θ = cos²θ − sin²θ

Mastering SL 3.5 thoroughly will make the transition to these advanced topics much smoother. You'll recognize patterns, apply identities automatically, and focus your energy on the new concepts rather than struggling with the basics. Think of the identities in this lesson as the vocabulary of trigonometry — once you speak the language fluently, more complex conversations become possible.

Practice Problems

PROBLEM 1CONCEPTUAL
Explain why tan θ is undefined when θ = 90°. Use the tangent identity and the unit circle to support your answer.
PROBLEM 2BASIC CALCULATION
Given that cos θ = 5/13 and θ is in Quadrant I, find sin θ and tan θ.
PROBLEM 3INTERMEDIATE
Prove the identity: (sin θ / tan θ) = cos θ.
PROBLEM 4APPLIED
A surveyor stands 40 m from the base of a tower and measures the angle of elevation to the top as θ. She knows that sin θ = 0.6. Using identities (not a calculator), find the height of the tower.
PROBLEM 5CRITICAL THINKING
Prove the identity: sin⁴θ − cos⁴θ = sin²θ − cos²θ. (Hint: factor the left-hand side as a difference of squares.)

Lesson Summary

In this lesson you learned that the tangent ratio is defined as tan θ = sin θ / cos θ, connecting it directly to the other two primary trig ratios. The Pythagorean identity — sin²θ + cos²θ = 1 — allows you to find one ratio from another using algebraic manipulation. The CAST diagram determines the sign of each ratio depending on the quadrant: All positive in QI, Sine in QII, Tangent in QIII, and Cosine in QIV.

When proving identities, always work on one side of the equation and transform it to match the other side. Key strategies include replacing tan θ with sin θ / cos θ, using the Pythagorean identity to substitute sin²θ or cos²θ, finding common denominators, and factoring. These identities form the foundation for all advanced trigonometry in the IB course — from double angle formulas to solving trigonometric equations.

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