This part of the H2 Mathematics sequences and series chapter covers simple recurrence relations, using a GC to describe how a sequence generated by uₙ₊₁ = f(uₙ) behaves, and sigma notation with its standard results and rules of summation.
A summary then brings together the key results for all sequences and series, convergence and sum to infinity, and the formulae for arithmetic and geometric progressions. It is followed by an assignment of A-Level, promotional and preliminary examination questions with answers.
What these notes cover
- •Simple recurrence relations
- •General term from a recurrence relation
- •Using the GC to generate a sequence
- •Sigma notation
- •Sigma identities
- •Rules of summation
- •Evaluating sums with the GC
- •Summary: all sequences and series
- •Convergence, limit and sum to infinity
- •AP and GP formulae
- •Assignment 9 with answers
Key definitions
- Recurrence relation
- A formula which will generate any term from the previous term or terms. For the Fibonacci sequence, a₁ = 1, a₂ = 1 and aₙ = aₙ₋₁ + aₙ₋₂ for n ≥ 3.
- Index of summation
- In Σ Tᵣ, r is the index of summation. It is also called a dummy variable, because the same series can be written using r, k, m or any other letter.
- General term, lower limit and upper limit
- In the sum from r = a to b of Tᵣ, Tᵣ is the general term, a is the lower limit and b is the upper limit, where a and b are integers and a ≤ b. For an infinite series, the upper limit is replaced by ∞.
- Convergent sequence and limit
- As n gets larger, if the terms of an infinite sequence tend to a certain value (which does not always need to be 0), the sequence is convergent and that value is the limit, lim (n → ∞) Tₙ. Otherwise, the sequence is divergent.
- Convergent series and sum to infinity
- As n gets larger, if an infinite series tends to a certain value, the series is convergent and that value is the sum to infinity, S∞ = lim (n → ∞) Sₙ. Otherwise, the series is divergent and the sum to infinity does not exist.
Key formulas
nth term from the sum to n terms
Sₙ = T₁ + T₂ + … + Tₙ; T₁ = S₁ and Tₙ = Sₙ − Sₙ₋₁ for n ≥ 2
Applies to all types of sequences and series. Sₙ is the sum of the first n terms and Tₙ is the nth term.
Arithmetic progression (AP)
a is the first term, d is the common difference and l = a + (n − 1)d is the last term. A sequence is an AP if Tₙ − Tₙ₋₁ is a constant independent of n. Sum to infinity is not applicable to an AP.
Geometric progression (GP)
a is the first term and r is the common ratio. S∞ exists if and only if |r| < 1, since rⁿ → 0 as n → ∞ when |r| < 1. A sequence is a GP if Tₙ ÷ Tₙ₋₁ is a constant independent of n.
Sigma results with lower limit 1
All sums run from r = 1 to n. Σ a is the sum of a constant; Σ r is the sum of an AP with first term 1 and common difference 1; Σ bʳ is the sum of a GP with first term b and common ratio b.
Standard results for Σ r² and Σ r³
Sums run from r = 1 to n. These can be used without proof and will be provided in the question if they are needed.
Rules of summation
k is a constant and the first two sums run from r = a to b. The third rule gives the sum of the ath to the bth term as (sum of the first b terms) − (sum of the first a − 1 terms). Each rule can be verified by listing the terms.
Worked example
A sequence x₁, x₂, x₃, … is defined by the recurrence relation x₁ = 4, xₙ = xₙ₋₁ + 3. Find an expression for xₙ in terms of n.
- 1Start with the first term: x₁ = 4.
- 2Generate the next term: x₂ = x₁ + 3 = 4 + 3 = 4 + (1)(3).
- 3Continue: x₃ = x₂ + 3 = 4 + 3 + 3 = 4 + (2)(3), and x₄ = x₃ + 3 = 4 + 3 + 3 + 3 = 4 + (3)(3).
- 4The multiple of 3 is one less than the term number, so xₙ = 4 + (n − 1)(3) = 3n + 1.
- 5Alternatively, xₙ − xₙ₋₁ = 3 is a constant independent of n, so the sequence is an AP with a = 4 and d = 3, giving xₙ = 4 + (n − 1)(3) = 3n + 1.
Watch out: Count the 3s carefully: x₄ has three 3s added to 4, so xₙ has (n − 1) of them, not n.
Common mistakes
Miscounting the terms in a sigma sum
Wrong: The sum from r = 1 to 20 has 20 − 1 = 19 terms.
Right: The number of terms is b − a + 1, so the sum from r = 1 to 20 has 20 − 1 + 1 = 20 terms.
Subtracting the wrong partial sum
Wrong: Σ(r = a to b) Tᵣ = Σ(r = 1 to b) Tᵣ − Σ(r = 1 to a) Tᵣ
Right: Σ(r = a to b) Tᵣ = Σ(r = 1 to b) Tᵣ − Σ(r = 1 to a − 1) Tᵣ, so that the ath term itself stays in the sum.
Thinking a limit must be 0
Wrong: A sequence or series is convergent only if it tends to 0.
Right: It is convergent if it tends to a certain value, which does not always need to be 0. For example, uₙ₊₁ = √(uₙ) + 2 with u₁ = 1 has positive terms that increase and converge to 4.
Questions students ask
How do I use the GC to describe the behaviour of a sequence?
Change the mode to SEQ, key in the expression for uₙ₊₁ under [y=] and enter the value of u(1), then press [2nd] [graph] to see the terms in a table or [graph] to see them plotted. For u₁ = 7 and uₙ₊₁ = 2uₙ − 5, the terms are positive, increase and tend to infinity, so the sequence diverges; for u₁ = 5, every term equals 5.
How do you show that a sequence is an AP or a GP?
For an AP, show that Tₙ − Tₙ₋₁ (or Tₙ₊₁ − Tₙ) is a constant independent of n. For a GP, show that Tₙ ÷ Tₙ₋₁ (or Tₙ₊₁ ÷ Tₙ) is a constant independent of n.
When does the sum to infinity of a geometric series exist?
The sum to infinity of a GP exists if and only if |r| < 1, because rⁿ → 0 as n → ∞ when |r| < 1. It is then given by S∞ = a ÷ (1 − r).
Can I use the GC to evaluate a sigma notation sum?
The GC can be used to obtain the answer (if the question allows it) or to check it, provided there are no unknowns in the lower limit, upper limit and general term. Press [alpha] [window], select 2: summation Σ, then enter the limits and the general term. For example, the sum from r = 1 to 10 of (4r² + 3r − 1) is 1695.
In the full PDF
- •GC keystroke tables with screen displays for generating sequences and evaluating sums
- •Further examples on recurrence relations, sigma notation and summation (Examples 27, 29 and 31–35, and Practice 36)
- •Five recurrence relations to explore on the GC, with described behaviour
- •Full end-of-chapter summary of learning outcomes and the AP and GP comparison table
- •Assignment 9: ten questions from A-Level, promotional and preliminary papers, including oil-drilling and savings-account problems
- •Answers to the assignment and to Example 35 and Practice 36