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Year 11 Maths

Series and Sigma Notation

Learn to find partial sums of arithmetic and geometric series, and express them using sigma notation.

What Is a Series?

A series is the sum of the terms of a sequence. While a sequence lists terms, a series adds them together. The sum of the first n terms is called the nth partial sum, denoted Sn.

Sequence: 2, 5, 8, 11, 14

Series: S5 = 2 + 5 + 8 + 11 + 14 = 40

Arithmetic Series Formula

For an arithmetic series with first term a, common difference d, and n terms:

Using first and last terms:

Sn = n/2 (a + l)

where l = last term

Using a and d:

Sn = n/2 (2a + (n-1)d)

when last term is unknown

Geometric Series and Sigma Notation

For a geometric series with first term a, common ratio r (where r is not equal to 1), and n terms:

Sn = a(rn - 1) / (r - 1)

or equivalently Sn = a(1 - rn) / (1 - r) when |r| < 1

Sigma notation provides a compact way to write a series. The Greek letter Σ (sigma) means "sum":

Σk=1n Tk = T1 + T2 + T3 + ... + Tn

Σk=15 (2k + 1) = 3 + 5 + 7 + 9 + 11 = 35

Σk=04 3k = 1 + 3 + 9 + 27 + 81 = 121

Key Vocabulary

Series

The sum of terms in a sequence. An arithmetic series adds AP terms; a geometric series adds GP terms.

Partial Sum (Sn)

The sum of the first n terms of a series: Sn = T1 + T2 + ... + Tn.

Sigma Notation (Σ)

A compact notation for writing sums using the Greek letter sigma, with an index variable, lower bound, and upper bound.

Index Variable

The variable (often k, i, or n) that counts through the terms in sigma notation, running from the lower bound to the upper bound.

Worked Examples

1

Find the sum of the first 20 terms of the AP: 3, 7, 11, 15, ...

Step 1: a = 3, d = 4, n = 20.

Step 2: S20 = 20/2 (2(3) + (20-1)(4)) = 10(6 + 76) = 10(82) = 820.

Answer: S20 = 820.

2

Find the sum of the first 6 terms of the GP: 2, 6, 18, 54, ...

Step 1: a = 2, r = 3, n = 6.

Step 2: S6 = 2(36 - 1)/(3 - 1) = 2(729 - 1)/2 = 728.

Answer: S6 = 728.

3

Evaluate Σk=14 (3k - 1).

Step 1: Substitute k = 1, 2, 3, 4 into (3k - 1):

k=1: 3(1)-1 = 2; k=2: 3(2)-1 = 5; k=3: 3(3)-1 = 8; k=4: 3(4)-1 = 11.

Step 2: Sum = 2 + 5 + 8 + 11 = 26.

Answer: Σk=14 (3k - 1) = 26.

Knowledge Check

Select the correct answer for each question. Click "Check Answer" to see if you are right.

Question 1

Find S10 for the AP: 1, 4, 7, 10, ...

Question 2

What does Σk=13 k2 equal?

Question 3

Find S5 for the GP: 4, 12, 36, 108, ...

Question 4

Express the sum 5 + 10 + 15 + 20 + 25 in sigma notation.

Question 5

Find the sum of the first 100 positive integers (1 + 2 + 3 + ... + 100).

Key Concepts Summary

Geometric Sequences Permutations