HL Paper 3 · IA · AA and AI

From Paper 3 to your IA: one way of thinking, two assessments

Paper 3 hands you a new idea and walks you through it: try some cases, spot a pattern, prove it, push it further. A good IA does the same, except nobody gives you the steps and you have to write it up so a reader can follow. If you practise the steps on Paper 3-style questions, you are practising your IA too.

By , former Head of Maths with IB examining experience (independent) · Published 1 November 2026

The six steps Start investigation 1

The six steps, and where each one earns marks

Every investigation on this page follows the same six steps. The middle column shows how a Paper 3 question usually asks for the step. The right-hand columns show which IA criterion rewards the same step when you do it on your own. The current criteria A to E apply to exams up to May 2028. The new criteria apply to the courses with first exams in May 2029 (see the new syllabus).

StepIn Paper 3 it looks likeIA now (A–E)IA from 2029 (A–D)
1. Try cases"Find the values for \(n = 1, 2, 3\)", "use your GDC to…"E: relevant mathematics. C: you chose cases that tell you something.C: computation
2. Conjecture"Suggest an expression", "make a conjecture"C: your own ideas. B: clear notation for the pattern.B: abstraction
3. Test"Verify for \(n = 4\)", "show that the result does not hold when…"D: you question your own result.D: interpretation
4. Generalise"Find a formula in terms of \(a\) and \(b\)"E: depth and sophistication.B: abstraction
5. Justify"Prove", "show that", "hence"E: correct, rigorous mathematics.C: computation
6. ExtendThe last part: "comment on", "what happens as…"D: limitations and next questions. A: a clear ending.A and D: what the question was, and what the answer means

The criteria names come from the IB guides. The links between them and the steps are our own teaching view, not IB wording. For each criterion in full, see the IA criteria guide.

Two investigations, step by step

Try each part before you open its solution. Under each solution, an IA link note says what the same step would look like in your own exploration. Every number on this page was checked in code.

Investigation 1: The best box from a sheet of card

  • AA and AI
  • GDC
  • A conjecture that breaks

A rectangular sheet of card measures \(a\) cm by \(b\) cm, with \(a \le b\). A square of side \(x\) cm is cut from each corner and the sides are folded up to make an open box.

(a) For a square sheet with \(a = b = 30\), write down the volume \(V\) in terms of \(x\), and use your GDC to find the value of \(x\) that gives the largest volume. Step 1: try a case

Solution (a)

\(V = x(30-2x)^2\) for \(0 < x < 15\). The graph has its maximum at \(x = 5\), where \(V = 5 \times 20 \times 20 = 2000\ \text{cm}^3\).

IA link: say why you started with a square: it is the simplest case and has only one variable. Show the graph with labelled axes and units, and state the domain. That is criterion A and B work, and it shows the reader your choices (C).

(b) Repeat (a) for square sheets of side 12, 18 and 24. Put your results in a table and make a conjecture about the best \(x\) for a square sheet of side \(a\). Step 2: conjecture

Solution (b)
\(a\)12182430
best \(x\)2345
largest \(V\)12843210242000

Conjecture: for a square sheet of side \(a\), the best cut is \(x = \dfrac{a}{6}\).

IA link: a table followed by a conjecture written in words and in symbols is exactly how a reader likes to meet a pattern. Choose your cases so the pattern is easy to see, and say why you chose them.

(c) Prove your conjecture, and find the largest volume in terms of \(a\). Step 5: justify

Solution (c)

\(V = x(a-2x)^2\), so \(\dfrac{dV}{dx} = (a-2x)^2 - 4x(a-2x) = (a-2x)(a-6x)\).

\(\dfrac{dV}{dx} = 0\) when \(x = \dfrac{a}{6}\) or \(x = \dfrac{a}{2}\). At \(x = \dfrac{a}{2}\) the box has no base and \(V = 0\), so that is not the maximum. The gradient changes from positive to negative at \(x = \dfrac{a}{6}\), so it is a maximum.

\(V_{\max} = \dfrac{a}{6}\left(\dfrac{2a}{3}\right)^2 = \dfrac{2a^3}{27}\). Check: \(a = 30\) gives \(2000\).

IA link: this is criterion E: correct calculus, explained, with the end-points dealt with. Checking the general result against the case you started with is a short line that reviewers notice.

(d) Does the rule \(x = \dfrac{a}{6}\) still work for a rectangular sheet? Test it on a 20 cm by 30 cm sheet. Step 3: test

Solution (d)

\(V = x(20-2x)(30-2x)\). The GDC gives the maximum at \(x \approx 3.92\), with \(V \approx 1056.3\ \text{cm}^3\).

Using \(x = \dfrac{20}{6} \approx 3.33\) gives \(V \approx 1037.0\ \text{cm}^3\), which is less. So the rule from the square does not carry over: the best cut on a rectangle is a bigger fraction of the short side.

IA link: when an idea fails, say so plainly and say what you learned. That is reflection (D), not a weakness. Many strong explorations turn on one moment like this.

(e) Show that for an \(a\) by \(b\) sheet the best cut is \(x = \dfrac{(a+b) - \sqrt{a^2 - ab + b^2}}{6}\), and explain why the other root is rejected. Step 4: generalise

Solution (e)

\(V = x(a-2x)(b-2x) = 4x^3 - 2(a+b)x^2 + abx\), so \(\dfrac{dV}{dx} = 12x^2 - 4(a+b)x + ab\).

Setting this to zero and using the quadratic formula: \(x = \dfrac{4(a+b) \pm \sqrt{16(a+b)^2 - 48ab}}{24} = \dfrac{(a+b) \pm \sqrt{a^2 - ab + b^2}}{6}\).

The cut must satisfy \(x < \dfrac{a}{2}\). Since \(b \ge a\), \(b^2 - ab \ge 0\), so \(\sqrt{a^2 - ab + b^2} \ge a\) and the plus root is at least \(\dfrac{2a + b}{6} \ge \dfrac{a}{2}\): outside the domain. So the best cut is the minus root. For \(20 \times 30\) it gives \(3.92\), matching (d).

IA link: going from numbers to letters is the "abstraction" step the new criteria name directly. Always check the general formula against a case you already know: put \(a = b\) and it gives \(\dfrac{a}{6}\).

(f) Keep \(a = 20\) and let \(b\) get very large. What happens to the best cut? Explain the answer in terms of the box. Step 6: extend

Solution (f)

For \(b = 60, 200, 2000\) the best \(x\) is about \(4.51, 4.87, 4.99\). It approaches \(5 = \dfrac{a}{4}\).

Reason: a very long sheet is nearly a gutter. Its volume is close to (cross-section) \(\times\) length, and the cross-section \(x(a-2x)\) is largest at \(x = \dfrac{a}{4}\). So the answer moves from \(\dfrac{a}{6}\) (square) towards \(\dfrac{a}{4}\) (very long strip).

IA link: a limit with a physical meaning is a strong way to finish. It shows you understand the result, not just that you found it (D, and interpretation from 2029).

Turn it into your own IA

The steps above are a guided route. An IA needs a question you chose yourself. Some seeds: the best cut for A4 paper (the ratio \(1:\sqrt2\) gives \(x \approx 0.192a\)); adding a lid; card with thickness; or turning the problem round, so that the volume is fixed and you minimise the card used. Measure some real boxes and compare: is industry optimising volume, or something else?

Investigation 2: Which numbers are sums of consecutive whole numbers?

  • AA HL
  • No GDC needed
  • Proof both ways

Some positive integers can be written as a sum of two or more consecutive positive integers: \(9 = 4 + 5 = 2 + 3 + 4\). Call these staircase numbers.

(a) Find which of the numbers 1 to 20 are staircase numbers, and write each one as a staircase. Step 1: try cases

Solution (a)

Every number from 1 to 20 is a staircase number except 1, 2, 4, 8 and 16. For example \(3 = 1+2\), \(6 = 1+2+3\), \(10 = 1+2+3+4\), \(12 = 3+4+5\), \(15 = 7+8 = 4+5+6 = 1+2+3+4+5\), \(20 = 2+3+4+5+6\).

IA link: work systematically (one number at a time, shortest staircase first) and say that you did. A reader trusts a pattern more when they can see how the evidence was collected.

(b) Make a conjecture about which positive integers are not staircase numbers. Step 2: conjecture

Solution (b)

The powers of 2: \(1, 2, 4, 8, 16, \dots\) Every other positive integer is a staircase number.

IA link: a conjecture is worth more if you test it on a case you did not use to make it. Check 32 and 30 before trying to prove anything.

(c) A staircase has \(k \ge 2\) terms and starts at \(s \ge 1\). Show that its total \(N\) satisfies \(2N = k(2s + k - 1)\). Step 4: generalise

Solution (c)

The terms are \(s, s+1, \dots, s+k-1\): an arithmetic series with \(k\) terms, first term \(s\) and last term \(s+k-1\). So \(N = \dfrac{k}{2}\left(s + s + k - 1\right)\), which gives \(2N = k(2s + k - 1)\).

IA link: one good piece of notation turns lots of examples into one equation. Define every letter before you use it (criterion B).

(d) Prove that a power of 2 is never a staircase number. Step 5: justify

Solution (d)

The factors \(k\) and \(2s + k - 1\) differ by \(2s - 1\), which is odd, so one of them is odd and the other is even. Both are at least 2, and the odd one is at least 3.

So \(2N\) has an odd factor of at least 3. A power of 2 has no odd factor greater than 1, and neither does twice a power of 2. So \(N\) is not a power of 2.

IA link: parity arguments are short and convincing. Explain the key idea in a sentence before the algebra, so the reader knows where you are heading.

(e) Prove the converse: if \(N\) has an odd factor \(d \ge 3\), then \(N\) is a staircase number. Step 5: justify

Solution (e)

Write \(2N = d \times \dfrac{2N}{d}\). Here \(d\) is odd and \(\dfrac{2N}{d}\) is even, and both are at least 2. Let \(k\) be the smaller of the two and \(L\) the larger. Since one is odd and one is even, \(L - k\) is odd, so \(L \ne k\).

Put \(s = \dfrac{L - k + 1}{2}\). This is a positive integer, because \(L - k\) is odd and positive. Then \(2s + k - 1 = L\), so \(k(2s + k - 1) = 2N\): a staircase of \(k\) terms starting at \(s\).

Check with \(N = 20\), \(d = 5\): \(2N = 5 \times 8\), \(k = 5\), \(L = 8\), \(s = 2\), giving \(2+3+4+5+6\).

IA link: proving both directions is the difference between "I think" and "I know". Say clearly which direction each part proves.

(f) How many different staircases does a number have? Investigate 15, 30, 45 and 105, and make a conjecture. Step 6: extend

Solution (f)

15 has 3, 30 has 3, 45 has 5 and 105 has 7. In each case that is one less than the number of odd divisors: 15 has 4 odd divisors (1, 3, 5, 15), 30 has 4, 45 has 6 and 105 has 8.

Conjecture: the number of staircases equals (number of odd divisors of \(N\)) \(- 1\). The proof in (e) suggests why: each odd divisor \(d \ge 3\) gives a different staircase. We checked the conjecture by computer for every \(N\) up to 500.

IA link: say what you have shown and what you have only checked. "Verified by computer up to 500" is honest and is a good limitation to discuss.

Turn it into your own IA

Change one rule and the question becomes yours: allow zero and negative numbers; use consecutive odd numbers, or consecutive squares; or ask which numbers have exactly one staircase. Write down your first guesses before you work anything out, and come back to them in your reflection.

Why step 3 matters: a pattern that lies

Put \(n\) points on a circle and join every pair with a straight line, placing the points so that no three lines meet at one point inside. Count the regions the circle is cut into. For \(n = 1, 2, 3, 4, 5\) you get 1, 2, 4, 8, 16. It is very tempting to write "\(2^{n-1}\)" and move on.

What happens at \(n = 6\)?

There are 31 regions, not 32. The correct count is \(\dbinom{n}{4} + \dbinom{n}{2} + 1\), which gives 1, 2, 4, 8, 16, 31, 57. Five cases agreed with the wrong formula.

In Paper 3, a "verify" or "show that it does not hold" part exists to catch this. In your IA, testing a conjecture on a case you did not use to make it is one of the clearest signs of real reflection.

Write it like an IA, not like an exam answer

A Paper 3 answer only has to be correct. An IA has to be correct and readable by someone who was not in your head. Here is part (d) of investigation 1, written both ways.

Exam answer

\(V = x(20-2x)(30-2x)\). Max at \(x = 3.92\), \(V = 1056.3\). \(x = 20/6\) gives 1037.0, so the rule fails.

IA paragraph

Having proved that \(\frac{a}{6}\) is optimal for a square, I wanted to know whether the rule depends on the sheet being square. I chose a 20 cm by 30 cm sheet because its sides are in a simple ratio. Graphing \(V = x(20-2x)(30-2x)\) (Figure 3) gave a maximum of about \(1056\ \text{cm}^3\) at \(x \approx 3.92\), while the square rule \(x = \frac{20}{6}\) gave only \(1037\ \text{cm}^3\). So the shape of the sheet matters, and I needed a formula with both \(a\) and \(b\) in it.

The IA version says why the step was taken, refers to a figure, keeps the units, and ends by setting up the next step. Those four habits cover a lot of criteria A to D. For more, see criterion B and criterion D.

Six short "investigate this" starters

Each one takes 20 to 40 minutes and trains one step in particular. Do them on paper with a GDC, then write one paragraph in IA style about what you found.

Step 3: test

A prime factory?

Work out \(n^2 + n + 41\) for \(n = 0, 1, 2, \dots\) Is it always prime? Find the first \(n\) where it is not, and explain why that value had to fail.

Step 2: conjecture

Last digits of powers

List the last digits of \(7^1, 7^2, 7^3, \dots\) Do the same for every base from 2 to 9. Which bases repeat every 4 powers, and which repeat sooner? Predict the last digit of \(7^{2027}\).

Step 6: extend

How fast does it reach \(e\)?

Work out \(e - \left(1 + \frac1n\right)^n\) for \(n = 10, 100, 1000\). Multiply each answer by \(n\). What do you notice, and what does it tell you about how fast the sequence converges?

Step 4: generalise

Halving the strips

Estimate \(\int_0^1 x^3\,dx\) with the trapezium rule using 2, 4, 8 and 16 strips. Find the error each time. What happens to the error when the number of strips doubles? Does the same happen for \(\int_0^\pi \sin x\,dx\)?

Step 1: try cases

A rare condition

A screening test correctly flags 95% of people who have a condition and wrongly flags 5% of people who do not. Suppose 1 in 100 people have it. Find the probability that someone who tests positive has it. Now vary the 1 in 100 and sketch the result.

Step 5: justify

Does the order matter?

Start from \(y = f(x)\). Is \(y = f(2x + 6)\) a stretch then a shift, or a shift then a stretch? Try both orders on a graph of your choice, then prove which order is right for every \(f\).

Answers in brief: \(n = 40\) gives \(41^2\) (in fact \(n = 40\) and \(n = 41\) both fail); 2, 3, 7 and 8 repeat every 4 powers, 4 and 9 every 2, and 5 and 6 every 1, so \(7^{2027}\) ends in 3; \(n \times\) error tends to \(\frac{e}{2} \approx 1.36\); doubling the strips roughly quarters the error; about 16%; shift left by 6, then stretch by factor \(\frac12\) horizontally, or stretch first and then shift left by 3.

Where to go next

Common questions

Is Paper 3 only for HL students?

Yes, Paper 3 is sat by HL students only, in both AA and AI. The investigation habits on this page still help SL students, because every student writes an IA.

Can I turn a Paper 3 question into my IA?

You can start from the same idea, but a Paper 3 question is a guided route someone else designed. An IA needs your own question, your own choices and your own reflection, so treat a Paper 3 idea as a seed, not a finished plan.

Which IA criteria does this page refer to?

The five criteria for the current courses: A presentation, B mathematical communication, C personal engagement, D reflection and E use of mathematics. For the new courses (first exams in May 2029) the IB has announced four criteria built on the inquiry process: problem specification, abstraction, computation and interpretation. The table on this page maps each step to both.

Are these official IB questions?

No. Every question on this page is our own. This site is independent and is not connected to the IB.

IB Math Revision is independent and is not affiliated with, endorsed by or connected to the International Baccalaureate Organization. This work/product/service has been developed independently from and is not endorsed by the International Baccalaureate Organization. International Baccalaureate, Baccalauréat International, Bachillerato Internacional and IB are registered trademarks owned by the International Baccalaureate Organization.