+++ title = "Sequences & series" description = "Work with arithmetic and geometric sequences, sigma notation, and finite summation formulas." template = "chapter.html" weight = 17 [extra] subject = "math" chapter_id = "sequences-series" strand = "Number & Algebra" +++

A sequence is an ordered list of numbers. A series is the sum of terms in a sequence. These ideas are key in algebra, finance, and modeling.

Sequence notation

Terms are often written \(u_1,u_2,u_3,\dots\) where \(u_n\) is the \(n\)-th term.

Example: \(2,5,8,11,\dots\) has \(u_1=2\), \(u_2=5\), \(u_3=8\).

Arithmetic sequences

Difference between consecutive terms is constant \(d\).

\[ u_n=a+(n-1)d \]

where \(a\) is first term.

Example: \(a=4,d=3\Rightarrow u_n=4+3(n-1)=3n+1\).

Arithmetic series

Sum of first \(n\) terms:

\[ S_n=\frac{n}{2}\big(2a+(n-1)d\big)=\frac{n}{2}(a+l) \]

where \(l\) is the \(n\)-th term.

Geometric sequences

Ratio between consecutive terms is constant \(r\).

\[ u_n=ar^{n-1} \]

Example: \(3,6,12,24,\dots\) has \(a=3,r=2\).

Geometric series

For \(r\ne1\), sum of first \(n\) terms:

\[ S_n=a\frac{1-r^n}{1-r} \]

Equivalent form: \(S_n=a\frac{r^n-1}{r-1}\).

Infinite geometric series

If \(|r|<1\), the sum to infinity exists:

\[ S_\infty=\frac{a}{1-r}. \]

If \(|r|\ge1\), no finite sum to infinity.

Sigma notation

\[ \sum_{k=1}^{n} f(k) \] means add values of \(f(k)\) from \(k=1\) to \(k=n\).

Example: \(\sum_{k=1}^{4}(2k+1)=3+5+7+9=24.\)

Typical problem-solving workflow

  1. Identify arithmetic or geometric behavior.
  2. Find key parameters (\(a,d\) or \(a,r\)).
  3. Use \(u_n\) for term questions, \(S_n\) for sum questions.
  4. Check reasonableness (growth/decay, sign, size).

Exam strategy

History

Sequences and sums appear in ancient mathematics, including arithmetic progressions used for counting and trade. Later, geometric series became central in finance and calculus.

Derivation and reasoning

Why the arithmetic sum formula works

Write \(S_n=a+(a+d)+\dots+l\) and reverse it. Adding line-by-line gives \(2S_n=n(a+l)\), so \(S_n=\frac{n}{2}(a+l)\).

Why the geometric sum formula works

Let \(S_n=a+ar+\dots+ar^{n-1}\). Multiply by \(r\), subtract, and simplify: \[ (1-r)S_n=a(1-r^n). \]

Checkpoints

Find the 20th term of \(5,8,11,\dots\).

Answer: \(u_{20}=5+19(3)=62\).

Find \(S_{30}\) for \(2,5,8,\dots\).

Answer: \(a=2,d=3\Rightarrow S_{30}=\frac{30}{2}[2(2)+29(3)]=1365\).

For \(3,6,12,\dots\), find the 8th term.

Answer: \(u_8=3\cdot2^7=384\).

Compute \(1+\frac12+\frac14+\frac18+\dots\).

Answer: \(a=1,r=\frac12\Rightarrow S_\infty=\frac{1}{1-1/2}=2\).

Evaluate \(\sum_{k=1}^{5}(k+2)\).

Answer: \(3+4+5+6+7=25\).

Applications

References