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AI HL · 12.1

Sequences & Series

12.1.4

Series & Sigma Notation

12.1.4

Series & Sigma Notation

Target: Understand the difference between a sequence and a series (+3 more)

By the end of this section

Key points

Sigma notation

  • \(\sum\) means add up. \(\displaystyle\sum_{r=1}^{n} u_r = u_1 + u_2 + u_3 + \ldots + u_n\)
  • The number under the sigma is where the counting starts. The number on top is where it stops.
  • The count does not have to start at 1. From \(r = 4\) to \(r = 12\) there are \(12 - 4 + 1 = 9\) terms.

Working one out

  • Write out the first two or three terms. That shows whether the series is arithmetic or geometric, and what \(u_1\) is.

On the calculator

The sum template

Template key, then Σ

  • Fill in the start, the end and the rule. The calculator gives the sum.
The maths templates with the sum template picked out, and the sum from r = 3 to 10 of 5r + 2 giving 276.

Worked examples

Problems like the ones in class. Pick one, try it, then open the working.
Read the notation

Evaluate \(\displaystyle\sum_{r=1}^{5} (3r + 1)\).

Working
  1. Write out the terms

    \(4 + 7 + 10 + 13 + 16\)

    Put \(r = 1, 2, 3, 4, 5\) into \(3r + 1\).

  2. Add

    \(50\)

    Five terms. It is an arithmetic series with \(d = 3\).

Video walkthrough coming
A sum of a constant

Evaluate \(\displaystyle\sum_{r=1}^{15} 4\).

Working
  1. Count the terms

    \(r = 1,\ 2,\ \ldots,\ 15\)

    15 values of \(r\), so 15 terms.

  2. Every term is 4

    \(4 + 4 + \ldots + 4\)

    The expression does not depend on \(r\), so each term is 4.

  3. Add

    \(15 \times 4 = 60\)

    An arithmetic series with \(d = 0\) gives the same answer.

Video walkthrough coming
A sum that does not start at 1

Evaluate \(\displaystyle\sum_{r=4}^{12} (2r + 5)\).

Working
  1. First and last terms

    \(r = 4\) gives 13. \(r = 12\) gives 29.

    The terms go up by 2: an arithmetic series.

  2. How many terms?

    \(12 - 4 + 1 = 9\)

    Count both ends.

  3. The sum

    \(S_9 = \frac{9}{2}(13 + 29) = 189\)

    \(S_n = \frac{n}{2}(u_1 + u_n)\).

Video walkthrough coming
A geometric sum

Evaluate \(\displaystyle\sum_{r=1}^{6} 3 \times 2^r\).

Working
  1. Write out the terms

    \(6 + 12 + 24 + \ldots\)

    Each term is double the one before: geometric with \(u_1 = 6\), \(r = 2\), \(n = 6\).

  2. The sum

    \(S_6 = \frac{6(2^6 - 1)}{2 - 1} = 378\)

    \(S_n = \frac{u_1(r^n - 1)}{r - 1}\).

Video walkthrough coming
How many terms to pass a total?

Find the smallest value of \(n\) for which \(\displaystyle\sum_{r=1}^{n} 2 \times 3^{r-1} > 1000\).

Working
  1. The series

    \(2 + 6 + 18 + \ldots\)

    Geometric with \(u_1 = 2\) and \(r = 3\).

  2. The sum

    \(S_n = \frac{2(3^n - 1)}{3 - 1} = 3^n - 1\)

    Simplify before you compare.

  3. Compare with 1000

    \(S_6 = 728\), \(S_7 = 2186\)

    Use a table on the calculator. 7 terms is the first total above 1000.

Video walkthrough coming
Write a series in sigma notation

Write \(7 + 11 + 15 + \ldots + 47\) in sigma notation, and find its sum.

Working
  1. The rule for a term

    \(u_r = 7 + (r-1)(4) = 4r + 3\)

    Arithmetic with \(u_1 = 7\), \(d = 4\).

  2. The last value of r

    \(4r + 3 = 47\) gives \(r = 11\)

    So there are 11 terms.

  3. Sigma notation

    \(\displaystyle\sum_{r=1}^{11} (4r + 3)\)

    Start at \(r = 1\), stop at \(r = 11\).

  4. The sum

    \(S_{11} = \frac{11}{2}(7 + 47) = 297\)

    First term 7, last term 47, 11 terms.

Video walkthrough coming