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Sequences & Series

Master IB Math AI Sequences & Series with notes created by examiners and strictly aligned with the syllabus.

IB Syllabus Requirements for Sequences & Series

1.2

Arithmetic sequences and series

1.3

Geometric sequences and series

1.11

Infinite geometric series

HL

1.2

ARITHMETIC SEQUENCES AND SERIES

Recognizing an arithmetic pattern

A sequence is an ordered list of terms that follows a rule. A series is the sum formed when the terms of a sequence are added.

In an arithmetic sequence, the change between one term and the next stays constant. This fixed change is the common difference. Find it by subtracting consecutive terms in the order later minus earlier. The order matters, especially for a decreasing sequence.

The general term is

un=a+(n1)du_n=a+(n-1)d

To reach term nn from the first term, there are n1n-1 equal changes. That’s why the formula contains n1n-1, not nn.

Finite arithmetic series

The sum of the first nn terms is

Sn=n2(2a+(n1)d)S_n=\frac{n}{2}\left(2a+(n-1)d\right)

The final term is un=a+(n1)du_n=a+(n-1)d, so the formula can also be written as

Sn=n2(a+un)S_n=\frac{n}{2}(a+u_n)

Here, the number of terms is multiplied by the average of the first and last terms. Choose the form that best fits the information given.

Sigma notation

Sigma notation gives a compact way to specify a sum using an expression, an index and lower and upper limits. For example, an arithmetic sum can be written as

Sn=k=1n(a+(k1)d)S_n=\sum_{k=1}^{n}\left(a+(k-1)d\right)

Since the index is only a temporary counter, replacing it with another letter does not change the sum.

Technology and representation

In a spreadsheet, term numbers can go in one column and the terms in another, calculated either recursively or directly. Consecutive differences can then be found. A GDC or graphing package can show the sequence as a list, table or set of discrete points. Technology may generate the values, but you still need to identify the first term and common difference yourself.

Image

When term value is plotted against term number, an arithmetic sequence forms a straight-line pattern of discrete points. Don’t join the points if only integer term numbers have meaning.

Applications and imperfect models

Arithmetic models work well for quantities that change by approximately the same amount in each equal time interval. Simple interest is one example. Each year’s interest is calculated from the original principal, so the balance rises by a fixed monetary amount. The same structure appears in repeated fixed additions or deductions, regular saving without compound growth, and measurements that change at an approximately steady rate.

With real data, identical first differences are unusual. Calculate several consecutive differences, then decide whether they remain reasonably stable compared with the scale and precision of the data. If they fluctuate around a typical value, estimate an approximate common difference using their mean or the overall change divided by the number of intervals. The model may then be used for interpolation or cautious prediction, though the wording should make clear that it is an approximation.

Recognizing a pattern does not prove that it will continue. The Fibonacci sequence, for instance, has a pattern but is not arithmetic. Its connection with the golden ratio shows how different mathematical rules can produce deeper related structures. This leads to a useful knowledge question: is knowledge mainly about detecting and using patterns, or must it also justify why a pattern should persist?

Mathematical notation reflects an international history. Aryabhata and al-Khwarizmi come from different scholarly traditions associated with the development of algebra, while modern notation draws freely on several alphabets. One familiar example of this shared mathematical language is the capital Greek sigma used for summation.

1.3

GEOMETRIC SEQUENCES AND SERIES

Recognizing a geometric pattern

A geometric sequence is one where each term after the first comes from multiplying the previous term by a fixed constant. This constant is called the common ratio.

Its general term is

un=arn1u_n=ar^{n-1}

To find the ratio from data, divide each term by the one immediately before it. Constant quotients show that the sequence is geometric.

The ratio determines how the sequence behaves:

  • If r>1r>1 and the first term is positive, the positive terms increase.
  • If 0<r<10<r<1, the terms stay positive and decrease towards zero.
  • If r=1r=1, the sequence is constant.
  • If r<0r<0, the signs alternate. The magnitude grows when r>1\lvert r\rvert>1 and shrinks when r<1\lvert r\rvert<1.

Image

Finite geometric series

For r1r\ne1, the sum of the first nn terms is

Sn=a(1rn)1rS_n=\frac{a(1-r^n)}{1-r}

An equivalent form is

Sn=a(rn1)r1S_n=\frac{a(r^n-1)}{r-1}

and this is often easier to use when r>1r>1. The two formulas give the same result, so choose either one and enter the brackets carefully. If r=1r=1, every term is equal to aa, giving Sn=naS_n=na.

The same finite sum can be written in sigma notation:

Sn=k=1nark1S_n=\sum_{k=1}^{n}ar^{k-1}

Watch the exponent at the lower limit. When k=1k=1, the exponent is zero, so the first term is aa.

Technology and models

Spreadsheets, GDCs and graphing software can generate a geometric sequence recursively or evaluate its explicit formula, then show the results in a table or discrete graph. You still need to identify the first term and ratio. For values in a table, check consecutive quotients. In a verbal context, convert each percentage change into a multiplier.

Geometric sequences model repeated proportional change. A fixed percentage increase gives a multiplier greater than one; a fixed percentage decrease gives one between zero and one. These models can describe changing wages, population growth or decline, and the development of infectious case numbers over equal time intervals. Radioactive decay and idealized models of capacitor charging or discharging use the same mathematics, connecting sequences with physics.

Because geometric sequences are discrete versions of exponential models, their graphs and formulas link directly to functions in topic 2. Real measurements may be only approximately geometric. In that case, exponential regression from topic 4 can estimate a suitable model instead of forcing all consecutive ratios to be identical.

Pattern, culture and intuition

The traditional chessboard story based on repeated doubling shows how quickly geometric growth can outrun everyday intuition. It also demonstrates how apparently modest repeated multiplication can produce an enormous total.

Some mathematical conclusions feel counterintuitive. With repeated geometric scaling, a figure can have a finite enclosed area even while its boundary length grows without bound. There’s no contradiction: area and perimeter follow different sequences, with different ratios and convergence behaviour. Intuition becomes reliable only after the two quantities are analysed separately.

1.11

INFINITE GEOMETRIC SERIES

HL

From partial sums to an infinite sum

A partial sum adds a specified finite number of terms from the beginning of a series. An infinite geometric series is the limit that these partial sums approach as more and more terms of a geometric sequence are included without bound.

An infinite series is a convergent series if its partial sums approach one finite value. A geometric series converges precisely when

r<1\lvert r\rvert<1

When this condition holds, its sum to infinity is

S=a1rS_\infty=\frac{a}{1-r}

where SS_\infty is the limiting sum of the infinite series, measured in the same contextual unit as its terms. The formula works because successive powers of rr approach zero whenever the magnitude of rr is less than one.

For r1\lvert r\rvert\ge1, the partial sums don’t approach a single finite value, so there is no sum to infinity. If r=1r=-1, the partial sums alternate instead of settling. If r=1r=1, the same non-zero amount keeps being added. Always check the convergence condition before using the infinite-sum formula.

Image

“Infinite” refers to the number of additions, not necessarily the size of the answer. The limiting value can be finite because the terms being added become sufficiently small. This applies the limit concept from topic 5 directly.

Bouncing motion and repeated scaling

A bouncing object can be modelled geometrically when every rebound reaches a fixed fraction of the previous height. Its upward distances form a geometric sequence, and the corresponding downward distances do as well. Treat the initial drop separately because it happens only once. Then use the infinite geometric sum for the repeated up-and-down motion. The model assumes that the rebound ratio stays the same indefinitely, although a real object eventually stops and measurements have finite precision.

Image

Further connections

In fractals, repeated self-similar construction produces geometric sequences of lengths, areas or counts. Convergence then decides whether a limiting measurement is finite. Repeated transitions in Markov chains may also approach a stable long-term state. Both topics depend on understanding what happens after indefinitely many repetitions.

We cannot complete infinity through physical observation. Instead, mathematics handles it using definitions and limits: without performing infinitely many additions, we can prove what finite partial sums approach. This addresses the knowledge question of whether we can know about something we cannot directly experience. Such knowledge rests on deductive structure rather than observation alone.

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