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Sigma notation and arithmetic seriesAQA A-Level Maths: Revision notes

Section 1

Sigma notation

The symbol ∑\sum means 'sum of'. In ∑r=1nur\sum_{r=1}^{n}u_r, the limits show that rr runs from 11 to nn, and each value is substituted into the expression uru_r. Example: ∑r=14(3r+2)=5+8+11+14=38\sum_{r=1}^{4}(3r+2)=5+8+11+14=38. Useful rules: ∑r=1n(ur+vr)=∑ur+∑vr\sum_{r=1}^{n}(u_r+v_r)=\sum u_r+\sum v_r, ∑r=1nk=nk\sum_{r=1}^{n}k=nk for a constant kk, and a sum from r=mr=m to nn is Sn−Sm−1S_n-S_{m-1}, where SnS_n is the sum from r=1r=1. Example: ∑r=1030=S30−S9\sum_{r=10}^{30}=S_{30}-S_9, which has 30−10+1=2130-10+1=21 terms.

Key termssigmalimits
Common mistake

Subtracting SmS_{m} instead of Sm−1S_{m-1} when the sum starts at r=mr=m. That loses the mmth term.

Section 2

Arithmetic sequences and the nth term

In an arithmetic sequence each term is the previous term plus a constant common difference dd. With first term aa: un=a+(n−1)d.u_n=a+(n-1)d. For a=7a=7, d=4d=4: u20=7+19×4=83u_{20}=7+19\times4=83. The sequence 5,8,11,14,…5,8,11,14,\dots has ur=3r+2u_r=3r+2, so ∑(3r+2)\sum(3r+2) is an arithmetic series. You can find aa and dd from two terms by simultaneous equations: u3=17u_3=17 and u10=45u_{10}=45 give a+2d=17a+2d=17 and a+9d=45a+9d=45, so d=4d=4, a=9a=9.

Key termsarithmetic sequencecommon difference
Common mistake

Using ndnd instead of (n−1)d(n-1)d. The first term has no difference added.

Section 3

The sum of an arithmetic series

The sum of the first nn terms of an arithmetic series is Sn=n2(2a+(n−1)d)=n2(a+l),S_n=\frac n2\left(2a+(n-1)d\right)=\frac n2(a+l), where ll is the last term. Use the second form when the last term is known. For a=7a=7, d=4d=4, n=20n=20: S20=10(14+76)=900S_{20}=10(14+76)=900. In sigma notation: ∑r=1n(3r+2)=n2(5+3n+2)=n(3n+7)2\sum_{r=1}^{n}(3r+2)=\frac n2\left(5+3n+2\right)=\frac{n(3n+7)}{2}.

Key termsarithmetic series
Exam tip

Check a formula for SnS_n by putting in n=1n=1: it must give the first term.

Section 4

Solving for n

When the sum is given, form an equation in nn. For a=9a=9, d=4d=4 and Sn=1425S_n=1425: n2(18+4(n−1))=2n2+7n=1425⇒(n−25)(2n+57)=0.\frac n2\left(18+4(n-1)\right)=2n^2+7n=1425\Rightarrow(n-25)(2n+57)=0. Reject the negative root, since nn is a positive integer: n=25n=25. For an inequality such as Sn>5000S_n>5000 with Sn=2n2+5nS_n=2n^2+5n, solve the quadratic equation, then round up to the next whole number: n=48.77…n=48.77\dots gives n=49n=49. Check by evaluating S48=4848S_{48}=4848 and S49=5047S_{49}=5047.

Common mistake

Leaving a non-integer or negative nn as an answer. The number of terms must be a positive whole number.

Section 5

Worked example: finding a and d from two sums

Given S8=148S_8=148 and S12=342S_{12}=342: 4(2a+7d)=148⇒2a+7d=37,6(2a+11d)=342⇒2a+11d=57.4(2a+7d)=148\Rightarrow2a+7d=37,\qquad6(2a+11d)=342\Rightarrow2a+11d=57. Subtract: 4d=204d=20, so d=5d=5 and a=1a=1. Then ur=5r−4u_r=5r-4 and ∑r=1n(5r−4)=n(5n−3)2\sum_{r=1}^{n}(5r-4)=\frac{n(5n-3)}{2}, so ∑r=1120(5r−4)=S20−S10=970−235=735\sum_{r=11}^{20}(5r-4)=S_{20}-S_{10}=970-235=735. Show every step: substitute into the formula, simplify, solve.

Exam tip

Cancel the factor in front before subtracting: dividing 148148 by 44 gives 3737 cleanly.

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Exam questions on Sigma notation and arithmetic series

  1. An arithmetic sequence has first term 77 and common difference 44.
    Find the least value of nn for which the sum of the first nn terms exceeds 50005000.2 marks
  2. A series is given in sigma notation as ∑r=1n(3r+2)\sum_{r=1}^{n}(3r+2).
    Find ∑r=1030(3r+2)\sum_{r=10}^{30}(3r+2).2 marks
  3. An arithmetic series has third term 1717 and tenth term 4545.
    Find the first term and the common difference.3 marks
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Written by the Exaim team, led by Shaun Daswani (Head of Upper Secondary, Improve ME Institute; MSc Financial Mathematics, Imperial College London; BSc, UCL) and Jason Daswani (operational lead, Improve ME Institute; LSE).