Sequences and Series

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A sequence is a list of numbers made by a rule. A series is the sum of its terms. The sequence 1, 2, 3, 4 has four terms; the series 1 + 2 + 3 + 4 is 10. A sequence question asks for a term. A series question asks for a total.

What is the nth term, and how do you find it?

An nth-term formula gives any term of a sequence from its position n. Put in n = 100 and it gives the hundredth term, while a term-to-term rule such as "add 3" needs 99 steps to get there. See Term-to-Term Rules. For an arithmetic sequence, the common difference is the coefficient of n. In 7, 11, 15, 19 the difference is 4, so start from 4n, which gives 4, 8, 12, 16; every term is 3 more, so the nth term is 4n + 3. This works because the first term is 4 × 1 + 3 = 7, and each step adds one more 4. Only the constant depends on the first term, and subtracting finds it. The method fails when the differences change, as in 1, 4, 9, 16, whose nth term is n². Check the formula on a term you did not use: the 4th term is 4 × 4 + 3 = 19.

215283114145176

the nth term is a + (n − 1)d, so the common difference is added n − 1 times

Make the fifth term 20

05101520
3, 7, 11, 15. The gaps are all the same size, so the rule is add 4. Full lesson: Term-to-Term Rules

In 5, 8, 11, 14 the common difference is 3, so start from 3n, which gives 3, 6, 9, 12. Every term is 2 more than that, so the nth term is 3n + 2. See The nth Term.

term 1term 2+4term 3+4term 4+44n
The 4 times table grows the same way, one dot ahead of ours each time. Full lesson: The nth Term

Some sequences are recognized rather than worked out: the squares 1, 4, 9, 16, the triangle numbers 1, 3, 6, 10, the powers of two 1, 2, 4, 8, and Fibonacci 1, 1, 2, 3, 5, 8, where each term is the sum of the two before it. See Sequences Worth Knowing.

1, 4, 9, 16 are the square numbers, each one a square you can draw. Full lesson: Sequences Worth Knowing

Now you

xy

2, 8, 14, 20, … what is the nth term?

xy

7, 16, 25, 34, … what is the nth term?

When the differences are not constant

If the first differences are not constant but the second differences are, the sequence is quadratic and its nth term contains n². The coefficient of n² is half the second difference.

Tₙ38152435Δ₁57911Δ₂222Tₙ = 1n² + 2nΔ₂ = 2a = 2a = 1b = 2

a = 1: whatever b is, the second differences are all 2 = 2a, so read the flat row, halve it, and you have the coefficient of n²

Set a = 2 and b = 1 and read the second row

Tₙ38152435Δ₁57911Δ₂222Tₙ = 1n² + 2nΔ₂ = 2a = 2a = 1b = 2
The gaps go 5, 7, 9. Their gaps are a steady 2, which is the signal. Full lesson: Quadratic Sequences

Here the second difference is 2, so the coefficient of n² is 1. Subtract n² from each term and 2, 4, 6, 8 is left, which is 2n. The nth term is n² + 2n. See Quadratic Sequences.

If instead each term is a fixed multiple of the one before, the sequence is geometric and that multiple is the common ratio. For 3, 6, 12, 24, with ratio 2, the nth term is 3 × 2ⁿ⁻¹. The exponent is n − 1 because the first term has been multiplied by the ratio zero times. See Geometric Sequences.

2412
Divide any term by the one before and you always get the same 2 — the common ratio. Full lesson: Geometric Sequences

A recurrence relation writes the term-to-term rule in symbols, with a first term: uₙ₊₁ = uₙ + 4 and u₁ = 3 gives 3, 7, 11, 15. Without the first term the rule names no sequence. See Recurrence Relations.

, and the rule: double, then subtract 1
and u₄ = 2 × 5 − 1 = 9
Run it: from u₁ = 2, doubling and subtracting 1 walks out 2, 3, 5, 9. Full lesson: Recurrence Relations

Now you

1st2nd3rdgaps468

2, 6, 12, 20, … the n² coefficient is…?

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3, 8, 15, 24, … what comes next?

How do you add up a long list?

An arithmetic series is added by pairing its terms from the outside in: first with last, second with second-last. Every pair has the same total, and there are half as many pairs as terms, so n terms from a to l add to n(a + l)/2. In 3 + 7 + 11 + … + 39 the terms rise by 4, so there are (39 − 3) ÷ 4 + 1 = 10 of them. Each pair totals 3 + 39 = 42, and five pairs give 5 × 42 = 210. The pairs match because moving inward adds 4 at one end and removes 4 at the other. With an odd number of terms, the unpaired middle term counts as half a pair. When the last term is unknown, use n(2a + (n − 1)d)/2 with the difference d. Confirm with the mean term, (3 + 39) ÷ 2 = 21: 10 × 21 = 210.

1 + 2 + … + 9 + 10fold the ends inward(1 + 10) + (2 + 9) + …one step up meets one step downevery pair makes 11
Fold the list in half: 1 with 10, 2 with 9, 3 with 8 — every pair makes the same 11. Full lesson: The Sum of an Arithmetic Series
The pairing works for any arithmetic series, because as one end rises by the common difference the other falls by the same amount. The formula S = n/2 × (first + last) is that pairing written down. See The Sum of an Arithmetic Series.

Sigma notation writes a sum in one line. The letter under the Σ is the counter, the numbers below and above it are where the counter starts and stops, and the expression to the right is the term to add. Σ 2n from n = 1 to 4 is 2 + 4 + 6 + 8 = 20. See Sigma Notation.

n = 12342n2468
The little numbers are the limits: start at n = 1, stop at 4. Four terms, no more. Full lesson: Sigma Notation

A geometric series needs a different move. Write S = 3 + 6 + 12 + 24, multiply by the common ratio to get 2S = 6 + 12 + 24 + 48, and subtract the first line from the second, leaving S = 48 − 3 = 45. In letters the same subtraction gives S = a(rⁿ − 1)/(r − 1). See The Sum of a Geometric Series.

S = 1 + 2 + 4 + 8double every term2S = 2 + 4 + 8 + 16the shared terms cancel2S − S = 16 − 1
Double the sum and subtract the original: the overlapping terms wipe each other out. Full lesson: The Sum of a Geometric Series

Now you

1 + 2 + … + 10why does folding help?

Folding 1 + 2 + … + 10 works because…

2 + 4 + … + 20the fold5 pairs of (2 + 20)

2 + 4 + 6 + … + 20 has 10 terms. What is its sum?

Why can an infinite sum be finite?

An infinite sum can be finite because its terms can shrink fast enough for the running totals to close in on a limit, the sum to infinity. Add 1/2, then 1/4, then 1/8: the totals are 0.5, 0.75, 0.875. Each term covers half of the gap left to 1, so after n terms the gap is 1/2ⁿ, and no total passes 1. A geometric series with first term a and ratio r has sum to infinity a/(1 − r), valid only when r is strictly between −1 and 1. Here a = 1/2 and 1 − r = 1/2, so the sum is 1/2 ÷ 1/2 = 1. The formula is the limit of the finite sum a(1 − rⁿ)/(1 − r), as rⁿ shrinks to 0. Shrinking terms alone are not enough: 1 + 1/2 + 1/3 + … grows past every bound. Check a partial total: 1/2 + 1/4 + 1/8 = 7/8, which is 1/8 short of 1.

1/21/41/81/16colored 0.9844gap 1/64

each step colors half of what remains, so after n steps the gap is 1/2ⁿ and the total is 1 − 1/2ⁿ; the gap now is 1/64

Take 8 steps and read what is left

123478
The halving story again: 1/2 + 1/4 + 1/8 + … fills the bar toward 1, never past it. Full lesson: The Sum to Infinity

By that formula, a/(1 − r), the series 8 + 4 + 2 + 1 + … with a = 8 and r = 1/2 has the sum 8/(1 − 1/2) = 16. See The Sum to Infinity.

r = 1/2r = 2termsshrinkgrowtotalsettlesruns away
The condition is a shrinking multiplier: r strictly between −1 and 1. At r = 2 the sum diverges. Full lesson: The Sum to Infinity

Now you

a = 12,

First term 12, ratio 1/4. What is S∞?

r = 1/2r = 2termsshrinkgrow

A geometric series has a sum to infinity when…

How do you prove a formula holds for every n?

Induction proves a formula for every whole number n in two steps. The base case shows the statement is true for n = 1. The inductive step assumes it is true for n = k and shows it must then be true for n = k + 1. Together the two steps reach every n. To prove that the first n odd numbers add to n², check n = 1: 1 = 1². Assume the first k odd numbers add to k², then add the next, 2k + 1: k² + 2k + 1 = (k + 1)², the statement for k + 1. This is not circular: it assumes one case to prove the next. Both steps are needed: n² + n + 41 is prime for every n from 1 to 39, yet no inductive step can be proved, and n = 40 fails. Check one case directly: 1 + 3 + 5 + 7 = 16 = 4².

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Knock one domino over, and make sure each one topples the next. Full lesson: Proof by Induction: Summing 1 to n

Take 1 + 2 + … + n = n(n + 1)/2. At n = 1 both sides are 1, and adding n + 1 to both sides turns the case for n into the case for n + 1. See Proof by Induction: Summing 1 to n.

1 + 2 + … + n + (n + 1)add the next term to both sides
both parts carry (n + 1)
the claim, with n + 1 in place of n
Add (n + 1) to both sides and it tidies to (n + 1)(n + 2)/2 — the very next case. Full lesson: Proof by Induction: Summing 1 to n

The same two steps prove that 8ⁿ − 1 is a multiple of 7 for every n: check n = 1, then show that moving to the next case adds another multiple of 7. See Proof by Induction: Divisibility.

The first n squares and the first n cubes also have closed formulas; the cubes add to (1 + 2 + … + n)². See Sums of Squares and Cubes. The method of differences writes each term as a difference of two consecutive values: 1/(r(r + 1)) is 1/r − 1/(r + 1), so the sum from r = 1 to n collapses to 1 − 1/(n + 1). See The Method of Differences.

each one meets its opposite
the inner halves and thirds cancel
Written out, every piece meets its opposite in the next bracket and cancels. Full lesson: The Method of Differences

Does this series converge?

A series converges when its partial sums approach a limit. Start with the cheapest test, the nth term test: if the terms do not tend to zero, the series diverges. The terms of Σ n/(2n + 1) tend to 1/2, so that series diverges. See The nth Term Test for Divergence. The test works because a convergent series must eventually add almost nothing. It only ever proves divergence: terms tending to zero are necessary for convergence, not sufficient, and the harmonic series 1 + 1/2 + 1/3 + … diverges although its terms shrink. When the terms do tend to zero, choose a sharper test by the shape of the term: a p-series such as Σ 1/n² converges because its power exceeds 1, and the ratio test handles factorials. Check the example by computing terms: the 99th is 99/199, close to a half, and the first two add to 1/3 + 2/5 = 11/15.

024S∞ = 1/(1 − r) = 5r = 0.8: S₄ = 2.952gap 2.048r = 0.8N = 4

r = 0.8: |r| < 1, so rᴺ → 0 and the sums approach 1/(1 − r) = 5 without crossing it; the gap is 2.048

Set r = 0.5 and take at least 10 terms

the harmonic series
yet has no upper bound
The converse is false: 1/n does shrink to 0 and its sum still grows past every bound. Full lesson: The nth Term Test for Divergence

The p-series Σ 1/nᵖ converges exactly when p > 1, so Σ 1/n² converges and the harmonic series Σ 1/n, where p = 1, does not. The test compares the sum with the area under y = 1/xᵖ. See The p-Series.

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Each term 1/n is a strip one wide, standing on the curve y = 1/x at its left edge. Full lesson: The p-Series

A comparison test uses a series you already know. A positive series whose terms stay below those of a convergent series converges too; one whose terms stay above those of a divergent series diverges too. Σ 1/(n² + 1) converges, because each term is below 1/n². See Comparison Tests for Series.

The ratio test handles factorials and powers. Let L be the limit of each term divided by the one before: L < 1 converges, L > 1 diverges, and L = 1 decides nothing. For Σ 2ⁿ/n! the ratio is 2/(n + 1), which tends to 0, so the series converges. See The Ratio Test.

When the signs alternate the conditions are lighter: sizes that decrease and tend to zero are enough, because the limit is trapped between consecutive partial sums. So 1 − 1/2 + 1/3 − 1/4 + … converges while the harmonic series does not. See The Alternating Series Test.

0.40.60.81
Partial sums of 1 − 1/2 + 1/3 − 1/4 + … jump over the limit, then back under it. Full lesson: The Alternating Series Test

Now you

ratio
the verdict
, which is under 1

By the ratio test, Σ 2ⁿ/n!

: L = 1, diverges
: L = 1, converges

When L = 1, the ratio test

Turning a function into an infinite polynomial

A power series has terms containing powers of x, so it converges for some x and not others. The ratio test's condition L < 1 says x must lie within a distance R of the center, and R is the radius of convergence. The test says nothing at the two endpoints, so check each separately. For Σ xⁿ/n the radius is 1: at x = 1 it is the harmonic series and diverges, at x = −1 it alternates and converges, so the interval is −1 ≤ x < 1. See Radius and Interval of Convergence.

-2π−ππ2πP3(x) = x − x³/3!within 0.01 for |x| ≤ 1.04N = 3

P3 stays within 0.01 of sin x for |x| ≤ 1.04: each extra degree matches one more derivative at 0, so the polynomial hugs the curve further before it flies away

Step the degree until the polynomial stays within 0.01 of sin x out to π

−2−1012
That is an interval: the center, and a distance R either side of it. Full lesson: Radius and Interval of Convergence

A Maclaurin series writes a function as a power series centered at 0. The nth coefficient is the nth derivative at 0 divided by n!, so the series and the function agree in value and in every derivative at 0. Know eˣ, sin x, cos x, ln(1 + x) and 1/(1 − x); the rest come from these by substituting, differentiating or integrating term by term. See The Standard Maclaurin Series.

integrate the series term by term
Integrate both sides term by term and the series for ln(1 + x) appears. Full lesson: The Standard Maclaurin Series

A Taylor series uses a different center a: derivatives at a, and powers of x − a. ln x has no value at 0, so its series is built at x = 1. See Taylor Series About a Point.

x
Two terms already follow ln x closely near 1, and drift away as x moves further off. Full lesson: Taylor Series About a Point

Cutting a series after degree n leaves an error. The Lagrange error bound says it is at most M × |x − a|ⁿ⁺¹/(n + 1)!, where M is the largest size of the (n + 1)th derivative between a and x. For sin x to degree 3 on |x| ≤ 1, every derivative has size at most 1, so the error is at most 1/24. A bound is the most the error can be, not the error itself. See The Lagrange Error Bound.

The mistakes worth naming

The neighboring guides are quadratics and polynomials, where the binomial theorem produces series of its own, and functions and rational functions, which sets up the exponential and the logarithm used in the Maclaurin list. Related guides: Applications of Integration and Polar Curves and Complex Numbers.

Your turn

Three to try — tap what you get.

Next in 2, 5, 8, 11, …

The nth term of 3, 6, 9, …

1 + 2 + … + 10

Questions and answers

How do you find the nth term of a sequence?
For a sequence that goes up by the same amount each time, the common difference is the coefficient of n, and the constant is whatever adjusts the first term to fit. In 5, 8, 11, 14 the difference is 3, so start with 3n, which gives 3, 6, 9, 12 — every value is 2 short, so the nth term is 3n plus 2. The coefficient of n is always the step size, never the first term.
What is the difference between a sequence and a series?
A sequence is a list of terms; a series is what you get when you add them up. The sequence 1, 2, 3, 4 has four terms, and the corresponding series 1 plus 2 plus 3 plus 4 has the single value 10. Questions about sequences ask what a particular term is; questions about series ask what a run of terms totals.
How can an infinite sum be a finite number?
Because the terms can shrink fast enough that the running total closes in on a limit instead of growing without bound. Adding a half, then a quarter, then an eighth takes you to 0.5, 0.75, 0.875 — always closer to 1 and never past it, because each term covers exactly half the remaining gap. The sum to infinity is that limit, and it exists only when the common ratio is between minus 1 and 1.
How do you tell whether a series converges?
Check first that the terms tend to zero — if they do not, the series definitely diverges. That test can never prove convergence, though, so you then compare the series to one whose behavior you know, or apply the ratio test, which looks at the limiting ratio of consecutive terms and concludes convergence when it is less than 1. The harmonic series is the standard warning: its terms tend to zero and it still diverges.
What is a Taylor series for?
It rewrites a complicated function as an infinite polynomial, so that things a calculator or a computer can do — adding and multiplying — replace things it cannot. Sine, cosine, the exponential and the logarithm are all evaluated this way underneath. Cutting the series off after a few terms gives an approximation, and the Lagrange error bound says exactly how far off it can be.
What is proof by induction?
It proves a statement for every whole number by proving two things: that it holds for the first case, and that whenever it holds for one case it holds for the next. Together those give an unbroken chain — the first case is true, so the second is, so the third is, and so on forever. It is the standard way to prove a formula for the sum of a sequence.
Mr. Chalk