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Optimization Techniques Overview

The document outlines various optimization methods including Dichotomous Search, Fibonacci Search, and Golden Section Search, each with step-by-step procedures for minimizing unimodal functions over specified intervals. It also discusses derivative-based root-finding methods like the Bisection Method and Newton-Raphson Method, highlighting their applicability, iterative formulas, and convergence properties. Additionally, it covers concepts related to convex sets, affine sets, hyperplanes, and convex functions, providing strategies for verifying these properties and finding optimal solutions.

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0% found this document useful (0 votes)
7 views11 pages

Optimization Techniques Overview

The document outlines various optimization methods including Dichotomous Search, Fibonacci Search, and Golden Section Search, each with step-by-step procedures for minimizing unimodal functions over specified intervals. It also discusses derivative-based root-finding methods like the Bisection Method and Newton-Raphson Method, highlighting their applicability, iterative formulas, and convergence properties. Additionally, it covers concepts related to convex sets, affine sets, hyperplanes, and convex functions, providing strategies for verifying these properties and finding optimal solutions.

Uploaded by

irisafedia1
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

1.

Dichotomous Search
Goal: Minimize a unimodal function f (x)over interval [a , b]

✅ Step-by-Step Procedure:

1. Choose parameters:

o Small number ϵ >0 (e.g., ϵ=10−5)

o Tolerance δ for stopping (e.g., δ=10−3)

2. Repeat until b−a< δ :


a+ b
o Compute midpoint: m=
2

o Evaluate two points:

 x 1=m−ϵ

 x 2=m+ϵ

o Compare:

 If f (x 1)< f (x 2): set b=x 2

 Else: set a=x 1

3. Return:
a+b
o Approximate minimum at
2

🔢 2. Fibonacci Search
Goal: Minimize f (x)over [a , b]using Fibonacci numbers

✅ Step-by-Step Procedure:

1. Choose total number of iterations n based on desired accuracy:

o Use Fibonacci numbers F 0 , F 1 , ... , F nwhere F k =F k−1+ F k−2

2. Initialize:

o Compute two interior points:


F n−2
 x 1=a+ (b−a)
Fn

F n−1
 x 2=a+ (b−a)
Fn
3. Repeat for k =n , n−1 , ... ,2:

o Evaluate f (x 1)and f (x 2)

o If f (x 1)< f (x 2):

 Set b=x 2

 Update x 2=x 1
F k−3
 Recompute x 1=a+ (b−a)
F k−1

o Else:

 Set a=x 1

 Update x 1=x 2
F k−2
 Recompute x 2=a+ (b−a)
F k−1

4. Return:
a+b
o Approximate minimum at
2

🟡 3. Golden Section Search


Goal: Minimize f (x)over [a , b]using the golden ratio

✅ Step-by-Step Procedure:

1. Define golden ratio:

ϕ=
√ 5−1 ≈ 0.618
2

2. Initialize:

o Compute:

 x 1=a+(1−ϕ)(b−a)

 x 2=a+ ϕ (b−a)

3. Repeat until b−a< δ :

o Evaluate f (x 1)and f (x 2)

o If f (x 1)< f (x 2):

 Set b=x 2
 Update x 2=x 1

 Recompute x 1=a+(1−ϕ)(b−a)

o Else:

 Set a=x 1

 Update x 1=x 2

 Recompute x 2=a+ ϕ (b−a)

4. Return:
a+b
o Approximate minimum at
2

Would you like me to turn this into a printable study sheet or overlay it with a visual diagram
for each method?

printable study sheet


Study Notes: Derivative-Based Root-
Finding Methods
🔹 1. Bisection Method (Not derivative-
based, but often grouped with Newton
for comparison)
✅ Applicability:

 Function must be continuous on interval [a , b]

 f (a)⋅f (b)< 0(i.e., root lies between a and b )

🔁 Iterative Formula:
a+ b
Let c=
2

 If f (c )=0: root found

 If f (a)⋅f (c)<0 : set b=c

 Else: set a=c

Repeat until ∣b−a ∣<ϵ (tolerance)

📐 Convergence:

 Linear

 Guaranteed if conditions are met

🧮 Example:

Solve f (x)=x3 −x−2in [1, 2]

1. f (1)=−2, f (2)=4 → sign change

2. c=1.5 , f (1.5)=0.875

3. New interval: [1, 1.5]

4. Repeat until desired accuracy

2. Newton-Raphson Method
✅ Applicability:

 Function must be differentiable

 Good initial guess required

🔁 Iterative Formula:

f (x n )
x n+1=x n −
f ' (x n)

📐 Convergence:

 Quadratic (fast if close to root)

 May diverge if guess is poor or f ' ( xn )=0

🧮 Example:

Solve f (x)=x3 −x−2

1. f (x)=x3 −x−2, f ' ( x)=3 x 2−1


2. Initial guess: x 0=1.5

3. Compute:
x 1=1.5−¿ ¿

4. Repeat until ∣ x n+ 1−x n ∣<ϵ

🧠 Comparison Table

Method Requires Derivative Convergence Robustness Speed

Bisection ❌ No Linear Very High Slow

Newton-Raphson ✅ Yes Quadratic Moderate Fast

📌 Tips for Solving Problems

 Always plot the function if possible to choose a good initial guess.

 For Newton-Raphson, ensure f ' ( x)is not zero or near-zero.

 Use Bisection for guaranteed convergence; Newton for speed

Optimization for Data Science – Study Notes

1. 🧭 Line and Line Segment


 Line: All points on the line passing through x 1and x 2in Rn :
n
{ y ∈ R : y =λ x 1+(1− λ)x 2 , λ ∈ R }

 Line Segment: Points between x 1and x 2:


n
LS [x 1 , x 2 ]={ y ∈ R : y=λ x 1 +(1−λ) x2 , λ ∈[0 ,1]}

 Example: Let x 1=(1, 2), x 2=(3 , 4), and λ=0.5:

y=0.5(1 , 2)+0.5 (3 , 4)=(2 ,3)

2. 🧮 Affine Sets
 Definition: A set X ⊆ Rn is affine if:

∀ x 1 , x 2 ∈ X , ∀ λ ∈ R , λ x 1 +(1−λ) x 2 ∈ X

 Generalization:
k k

∑ ❑ λ i x i ∈ X if ∑ ❑ λi=1
i=1 i=1
 Examples:

o A single point

o A line, plane, or hyperplane

o Solution set of linear equations: {x ∈ R n : Ax=b }

3. 📐 Convex Sets
 Definition: A set C ⊆ R nis convex if:

∀ x 1 , x 2 ∈C , ∀ λ ∈[0 , 1], λ x1 +(1−λ) x 2 ∈ C

 Examples:

o Empty set, singleton, Rn

o Balls: B(x 0 ,r )

o Affine sets

o Line segments

 Theorems:

o Intersection of convex sets is convex

o Sum of convex sets: C 1+C 2is convex

o Scalar multiplication: aC is convex for any scalar a

4. 🧊 Hyperplanes and Half-Spaces


 Hyperplane:
n T
H={x ∈ R : a x=b }

 a : normal vector

 b : offset from origin

 Half-Spaces:
T
o Positive: H +¿={x: a x≥ b }¿

T
o Negative: H −¿={x : a x≤ b }¿

 Examples:

o In R1: a point divides the line

o In R2: a line divides the plane


o In R3: a plane divides space

5. 🧭 Convex Hull
 Definition: The smallest convex set containing a set S:

conv (S)=⋂ {C :C is convex and S ⊆C }

 Examples:
o conv ({ x , y })=LS [x , y ]

o If S={(x , 0): x ∈ R }∪{(0 , y ): y ∈ R } , then conv (S)=R 2

6. 📉 Convex and Concave Functions


 Convex Function:

f (λ x 1+(1− λ) x 2 )≤ λf (x 1)+(1−λ)f (x 2)

 Concave Function:

f (λ x 1+(1− λ) x 2 )≥ λf (x 1)+(1−λ)f (x 2)

 Visual Test:

o Convex: lies below the chord connecting two points

o Non-convex: may lie above the chord

 Example:

f (x)=x is convex
2
o

f ( x)=−x is concave
2
o

🧭 1. Line and Line Segment Strategy

🔹 Problem Type:

Find whether a point lies on a line or within a line segment between two vectors.

🔹 Strategy:

 Use the parametric form:

y= λ x1 +(1−λ) x 2

 Check if the point satisfies this equation for some λ ∈[0 , 1](line segment) or λ ∈ R
(line).

🔹 Example:
Is y=(2 , 3) on the line segment between x 1=(1, 2)and x 2=(3 , 4)?

 Solve:

y= λ(1 , 2)+(1−λ)(3 , 4)⇒(2 , 3)=λ(1 , 2)+(1− λ)(3 , 4)

 Find λ : Solving gives λ=0.5, which is in [0, 1] ⇒ Yes, it lies on the segment.

🧮 2. Affine Set Strategy

🔹 Problem Type:

Verify if a set is affine or find if a point belongs to an affine set.

🔹 Strategy:

 Use the definition:

λ x 1 +(1−λ)x 2 ∈ X ∀ λ ∈ R

 For multiple points:


∑ λ i x i ∈ X if ∑ λi=1

🔹 Example:

Is the solution set of Ax=baffine?

 Yes. Any linear combination of solutions with weights summing to 1 is also a solution.

📐 3. Convex Set Strategy

🔹 Problem Type:

Determine if a set is convex or prove convexity.

🔹 Strategy:

 Use the convexity condition:

λ x 1 +(1−λ)x 2 ∈C ∀ λ ∈[0 , 1]

 Use known properties:

o Affine sets are convex

o Balls, line segments, intersections of convex sets are convex

🔹 Example:

Prove that the intersection of two convex sets is convex.

 Let x 1 , x 2 ∈ C1 ∩C 2

 Since both sets are convex:


λ x 1 +(1−λ)x 2 ∈C 1 and C2 ⇒ λ x 1+(1− λ)x 2 ∈ C1 ∩C 2

🧊 4. Hyperplane and Half-Space Strategy

🔹 Problem Type:

Classify a point relative to a hyperplane or find the separating hyperplane.

🔹 Strategy:

 Use the equation:


T
H={x : a x=b }

 For classification:

a x> b: positive half-space


T
o

a x< b: negative half-space


T
o

🔹 Example:

Given a=(1 , 2), b=5, classify x=(1 ,1)

 Compute:
T −¿¿
a x=1⋅1+2 ⋅1=3 <5 ⇒ x ∈ H
🧭 5. Convex Hull Strategy

🔹 Problem Type:

Find the convex hull of a set of points.

🔹 Strategy:

 Use definition: Convex hull = all convex combinations of points in the set

 For two points:

conv ({ x , y })=LS [x , y ]

🔹 Example:

Find the convex hull of S={(1 , 0),(0 , 1)}

 Convex combinations:

λ (1 ,0)+(1−λ)(0 ,1)=( λ , 1−λ)⇒conv (S)={(λ ,1−λ): λ ∈[0 , 1]}

📉 6. Convex Function Strategy

🔹 Problem Type:

Verify convexity or use convexity in optimization.


🔹 Strategy:

 Use definition:

f (λ x 1+(1− λ)x 2 )≤ λf (x 1)+(1−λ)f (x 2)

 Use second derivative test:

o If f '' (x )≥ 0, then f is convex

🔹 Example:

Is f (x)=x2 convex?

 Compute:
''
f (x )=2 ≥0 ⇒ Convex

To find the optimal step length ( \alpha ) that minimizes the quadratic function
[ \phi(\alpha) = 5\alpha^2 - 10\alpha + 8, ]
we use the vertex formula for a parabola:

🧮 Step-by-step:

This is a standard quadratic of the form: [ \phi(\alpha) = A\alpha^2 + B\alpha + C ] where:

 (A=5)

 ( B = -10 )

The minimum occurs at: [ \alpha^* = -\frac{B}{2A} = -\frac{-10}{2 \cdot 5} = \frac{10}{10} = \


boxed{1} ]

✅ Final Answer:

[ \alpha = \boxed{1} ]

This value gives the exact step length that minimizes the function along a search direction—
perfect for line search in gradient-based optimization. Want to explore how this connects to
Wolfe conditions or backtracking strategies next?

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