Sign Restricted variables

Sign-Restricted Variables

Standard form requires every variable to be nonnegative.

If a variable has a different sign restriction, it must be transformed.

Standard-Form Requirement

In standard form:

\[x\ge 0\]

This means:

\[x_j\ge 0\]

for every variable $j$.

Nonpositive Variables

If a variable satisfies:

\[x_j\le 0\]

replace it by:

\[x_j=-y_j\]

where:

\[y_j\ge 0\]

Now the new variable $y_j$ satisfies the standard-form sign rule.

Example

Suppose:

\[x_1\le 0\]

and the constraint is:

\[2x_1+x_2\le 5\]

Replace:

\[x_1=-y_1, \qquad y_1\ge 0\]

Then:

\[2(-y_1)+x_2\le 5\]

so:

\[-2y_1+x_2\le 5\]

Objective Example

If the objective is:

\[\min 3x_1+4x_2\]

and:

\[x_1\le 0\]

then after $x_1=-y_1$:

\[\min -3y_1+4x_2\]

with:

\[y_1,x_2\ge 0\]

Variables With Lower Bounds

If:

\[x_j\ge L\]

where $L$ is a constant, define:

\[y_j=x_j-L\]

so:

\[y_j\ge 0\]

and:

\[x_j=y_j+L\]

Then substitute $y_j+L$ everywhere.

Variables With Upper Bounds

If:

\[x_j\le U\]

one method is to define:

\[y_j=U-x_j\]

so:

\[y_j\ge 0\]

and:

\[x_j=U-y_j\]

Then substitute $U-y_j$ everywhere.

Free Variables

If a variable has no sign restriction:

\[x_j\in\mathbb{R}\]

replace it by:

\[x_j=x_j^+-x_j^-\]

where:

\[x_j^+,x_j^-\ge 0\]

Summary Table

Original restriction Replacement New restriction
$x_j\ge 0$ keep $x_j$ $x_j\ge 0$
$x_j\le 0$ $x_j=-y_j$ $y_j\ge 0$
$x_j$ free $x_j=x_j^+-x_j^-$ $x_j^+,x_j^-\ge 0$
$x_j\ge L$ $x_j=y_j+L$ $y_j\ge 0$
$x_j\le U$ $x_j=U-y_j$ $y_j\ge 0$

Common Mistake

When substituting a transformed variable, update every occurrence:

  • objective function
  • every constraint
  • sign restrictions

Changing it in only one place creates a different problem.

Checklist

You understand sign-restricted variables if you can:

  • identify variables not already nonnegative
  • transform $x_j\le 0$ using $x_j=-y_j$
  • transform free variables using two nonnegative variables
  • handle lower and upper bounds by shifting variables
  • substitute consistently throughout the whole model

See Also

Exam checkpoint

For standard-form questions, use the course convention $\min c^Tx$ subject to $Ax=b$, $x\ge0$. Convert max objectives, add slack to $\le$, subtract surplus from $\ge$, and split free variables.

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