IB Mathematics AI – Topic 1

Number and Algebra: Sequences & Series

Arithmetic Sequences

Definition

Definition: An arithmetic sequence is a sequence where each term differs from the previous term by a constant value called the common difference (d).

General Form:

\[ a, \quad a+d, \quad a+2d, \quad a+3d, \quad \ldots \]

where a is the first term and d is the common difference

Common Difference:

\[ d = u_{n+1} - u_n \]

nth Term Formula:

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

where \(u_n\) is the nth term, a is the first term, d is the common difference, n is the term number

Examples:

  • 2, 5, 8, 11, 14, ... (a = 2, d = 3)
  • 10, 7, 4, 1, -2, ... (a = 10, d = -3)
  • 0.5, 1.0, 1.5, 2.0, ... (a = 0.5, d = 0.5)

⚠️ Common Pitfalls & Tips:

  • Always identify 'a' (first term) and 'd' (common difference) first
  • The coefficient of n is NOT the common difference – it's (n-1)d in the formula
  • Negative common difference means sequence is decreasing
  • To find d: subtract any term from the next term

📝 Worked Example 1: Finding Terms in Arithmetic Sequence

Question: An arithmetic sequence has first term 7 and common difference 8.

(a) Write down the first four terms of the sequence.

(b) Find the 10th term.

(c) The nth term is 199. Find the value of n.

Solution:

Given: a = 7, d = 8

(a) First four terms:

\(u_1 = 7\)

\(u_2 = 7 + 8 = 15\)

\(u_3 = 15 + 8 = 23\)

\(u_4 = 23 + 8 = 31\)

Answer: 7, 15, 23, 31

(b) Find 10th term:

Using \(u_n = a + (n-1)d\)

\[ u_{10} = 7 + (10-1)(8) = 7 + 9(8) = 7 + 72 = 79 \]

Answer: 79

(c) Find n when \(u_n = 199\):

Using \(u_n = a + (n-1)d\)

\[ 199 = 7 + (n-1)(8) \]

\[ 192 = (n-1)(8) \]

\[ n-1 = 24 \]

\[ n = 25 \]

Answer: n = 25 (the 25th term)

Arithmetic Series

Sum of Arithmetic Series

Definition: An arithmetic series is the sum of the terms in an arithmetic sequence.

Sum of First n Terms:

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

Or equivalently:

\[ S_n = \frac{n}{2}(a + l) \]

where l is the last term, \(l = u_n = a + (n-1)d\)

Which formula to use?

  • Use \(S_n = \frac{n}{2}(2a + (n-1)d)\) when you know a, n, and d
  • Use \(S_n = \frac{n}{2}(a + l)\) when you know first term, last term, and n

⚠️ Common Pitfalls & Tips:

  • Don't forget the \(\frac{n}{2}\) factor – this is NOT optional!
  • Be careful with brackets: \((2a + (n-1)d)\) not \(2a + n-1d\)
  • If you know the last term, the second formula is usually quicker
  • Check your answer: \(S_n\) should be larger than individual terms for positive sequences

📝 Worked Example 2: Arithmetic Series

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

Solution:

Step 1: Identify a and d

First term: a = 3

Common difference: d = 7 - 3 = 4

Number of terms: n = 20

Step 2: Use sum formula

Using \(S_n = \frac{n}{2}(2a + (n-1)d)\)

\[ S_{20} = \frac{20}{2}(2(3) + (20-1)(4)) \]

\[ = 10(6 + 19 \times 4) \]

\[ = 10(6 + 76) \]

\[ = 10(82) = 820 \]

Answer: 820

Geometric Sequences

Definition

Definition: A geometric sequence is a sequence where each term is obtained by multiplying the previous term by a constant value called the common ratio (r).

General Form:

\[ a, \quad ar, \quad ar^2, \quad ar^3, \quad \ldots \]

Common Ratio:

\[ r = \frac{u_{n+1}}{u_n} \]

nth Term Formula:

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

where \(u_n\) is the nth term, a is the first term, r is the common ratio

Examples:

  • 2, 6, 18, 54, ... (a = 2, r = 3)
  • 100, 50, 25, 12.5, ... (a = 100, r = 0.5)
  • 1, -2, 4, -8, ... (a = 1, r = -2)

⚠️ Common Pitfalls & Tips:

  • The power is (n-1), NOT n: \(ar^{n-1}\)
  • To find r: divide any term by the previous term
  • r can be negative, giving alternating signs
  • If |r| > 1, sequence grows rapidly; if |r| < 1, sequence approaches zero

📝 Worked Example 3: Geometric Sequence

Question: A geometric sequence has first term 5 and common ratio 2.

(a) Find the 6th term.

(b) The nth term is 640. Find n.

Solution:

Given: a = 5, r = 2

(a) Find 6th term:

Using \(u_n = ar^{n-1}\)

\[ u_6 = 5 \times 2^{6-1} = 5 \times 2^5 = 5 \times 32 = 160 \]

Answer: 160

(b) Find n when \(u_n = 640\):

Using \(u_n = ar^{n-1}\)

\[ 640 = 5 \times 2^{n-1} \]

\[ 128 = 2^{n-1} \]

\[ 2^7 = 2^{n-1} \]

\[ n - 1 = 7 \]

\[ n = 8 \]

Answer: n = 8

Geometric Series & Infinite Sum

Sum of Geometric Series

Sum of First n Terms (r ≠ 1):

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

Both forms are equivalent; use first when |r| < 1, second when r > 1

Infinite Geometric Series (|r| < 1):

When |r| < 1, the series converges to a finite sum:

\[ S_{\infty} = \frac{a}{1-r} \quad \text{for } |r| < 1 \]

Convergence Conditions:

  • Converges: |r| < 1 (series has finite sum)
  • Diverges: |r| ≥ 1 (series does not have finite sum)

⚠️ Common Pitfalls & Tips:

  • Infinite sum ONLY exists when |r| < 1
  • Don't confuse \(S_n\) (finite sum) with \(S_{\infty}\) (infinite sum)
  • Check |r| < 1 before using infinite sum formula
  • For \(S_{\infty}\), there is NO 'n' in the formula

📝 Worked Example 4: Geometric Series and Infinite Sum

Question: Consider the geometric series: 12 + 6 + 3 + 1.5 + ...

(a) Find the common ratio.

(b) Find the sum of the first 8 terms.

(c) Find the sum to infinity.

Solution:

(a) Common ratio:

First term: a = 12

\[ r = \frac{6}{12} = \frac{1}{2} = 0.5 \]

Answer: r = 0.5

(b) Sum of first 8 terms:

Using \(S_n = \frac{a(1-r^n)}{1-r}\)

\[ S_8 = \frac{12(1-0.5^8)}{1-0.5} \]

\[ = \frac{12(1-0.00390625)}{0.5} \]

\[ = \frac{12 \times 0.99609375}{0.5} = \frac{11.953125}{0.5} = 23.90625 \]

Answer: 23.9 (3 s.f.)

(c) Sum to infinity:

Since |r| = 0.5 < 1, infinite sum exists

Using \(S_{\infty} = \frac{a}{1-r}\)

\[ S_{\infty} = \frac{12}{1-0.5} = \frac{12}{0.5} = 24 \]

Answer: 24

Sigma Notation

Definition & Usage

Definition: Sigma notation (Σ) is a compact way to represent the sum of a sequence of terms.

General Form:

\[ \sum_{k=1}^{n} u_k = u_1 + u_2 + u_3 + \cdots + u_n \]

where k is the index, starting value is below Σ, ending value is above Σ

Components:

  • Σ (Sigma): Summation symbol
  • k = 1: Starting index value
  • n: Ending index value
  • \(u_k\): General term expression

Examples:

\(\sum_{k=1}^{5} k = 1 + 2 + 3 + 4 + 5 = 15\)

\(\sum_{k=1}^{4} 2k = 2(1) + 2(2) + 2(3) + 2(4) = 2 + 4 + 6 + 8 = 20\)

\(\sum_{k=1}^{3} k^2 = 1^2 + 2^2 + 3^2 = 1 + 4 + 9 = 14\)

For Arithmetic Series:

\[ \sum_{k=1}^{n} [a + (k-1)d] = S_n = \frac{n}{2}(2a + (n-1)d) \]

For Geometric Series:

\[ \sum_{k=1}^{n} ar^{k-1} = S_n = \frac{a(1-r^n)}{1-r} \]

⚠️ Common Pitfalls & Tips:

  • The index variable (k, i, n) is just a placeholder – can be any letter
  • Always substitute the starting value first to check the pattern
  • Number of terms = (upper limit - lower limit + 1)
  • Can use GDC to evaluate sigma notation directly

📝 Worked Example 5: Sigma Notation

Question: Evaluate \(\sum_{k=1}^{20} (3k + 2)\)

Solution:

Method 1: Recognize as arithmetic series

First, write out first few terms to identify pattern:

When k = 1: 3(1) + 2 = 5

When k = 2: 3(2) + 2 = 8

When k = 3: 3(3) + 2 = 11

Pattern: 5, 8, 11, 14, ...

This is arithmetic with a = 5, d = 3, n = 20

Using \(S_n = \frac{n}{2}(2a + (n-1)d)\)

\[ S_{20} = \frac{20}{2}(2(5) + (20-1)(3)) \]

\[ = 10(10 + 19 \times 3) \]

\[ = 10(10 + 57) = 10(67) = 670 \]

Method 2: Using sigma properties

\[ \sum_{k=1}^{20} (3k + 2) = \sum_{k=1}^{20} 3k + \sum_{k=1}^{20} 2 \]

\[ = 3\sum_{k=1}^{20} k + 2(20) \]

Using \(\sum_{k=1}^{n} k = \frac{n(n+1)}{2}\)

\[ = 3 \times \frac{20(21)}{2} + 40 = 3(210) + 40 = 630 + 40 = 670 \]

Answer: 670

📊 Quick Reference Summary

Arithmetic

  • \(u_n = a + (n-1)d\)
  • \(S_n = \frac{n}{2}(2a + (n-1)d)\)
  • or \(S_n = \frac{n}{2}(a + l)\)

Geometric

  • \(u_n = ar^{n-1}\)
  • \(S_n = \frac{a(1-r^n)}{1-r}\)
  • \(S_{\infty} = \frac{a}{1-r}\) (|r| < 1)

✍️ IB Exam Strategy

  1. Identify sequence type: Check if adding (arithmetic) or multiplying (geometric)
  2. Write down given information: a, d/r, n clearly
  3. Choose correct formula: Don't mix arithmetic and geometric formulas
  4. For infinite sums: Always check |r| < 1 first
  5. Show working: Write formula, substitute, then calculate
  6. Use GDC: For sigma notation or checking answers
  7. Round appropriately: 3 s.f. unless otherwise stated

🚫 Top Mistakes to Avoid

  1. Using \(ar^n\) instead of \(ar^{n-1}\) for geometric sequences
  2. Forgetting \(\frac{n}{2}\) in arithmetic sum formula
  3. Trying to find \(S_{\infty}\) when |r| ≥ 1
  4. Mixing up arithmetic and geometric formulas
  5. Not checking which type of sequence you have
  6. Forgetting brackets in \((n-1)d\) or \((1-r^n)\)
  7. Using wrong formula variant for geometric sum