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UPCAT Math Review · Sequences and series

Sigma Notation: Reading the Σ

Σ is an instruction, not a mystery: run the index from the bottom number to the top, feed each value into the formula, add everything up.

The problem

Σk=14 (2k + 1)

Anatomy of a Σ.

PieceJob
k = 1 (below)where the index starts
4 (above)where it stops — inclusive
2k + 1 (beside)the recipe each k is fed into

The index letter is disposable — Σ over k of 2k + 1 and Σ over i of 2i + 1 are the same sum. Only the start, the stop and the recipe matter.

Expand small sums by hand — always.

k = 1, 2, 3, 4 → 3, 5, 7, 9

each k through the recipe once

3 + 5 + 7 + 9 = 24

then just add

Count the terms: stop − start + 1.

k = 3 to 7 → 7 − 3 + 1 = 5 terms

both ends count — the classic off-by-one

Σ of a constant: c added n times = cn

no k in the recipe? every term is the same

Long sums: hand over to the series formulas.

Σk=1100 k = 100 · 1012 = 5,050

n(n + 1)2 — the arithmetic series in Σ clothing

Σ (2k + 1) = 2·Σk + Σ1

Σ distributes over + and pulls constants out

The Σ symbol changes the packaging, never the mathematics: an arithmetic recipe inside a Σ is an arithmetic series, formulas included.

The stop is the unknown. Σ (k = 1 to n) of (2k + 1) = 99. Find n.

2 · n(n + 1) ÷ 2 + n = n² + 2n

2·Σk + Σ1, with Σ1 = n

n² + 2n − 99 = 0 → (n + 11)(n − 9) = 0

set it equal to 99

n = 9

a count cannot be negative

The same splitting works on letters: if Σ aₖ = 12 and Σ bₖ = 5 over k = 1 to 8, then Σ (aₖ + 4bₖ − 2) = 12 + 4(5) − 2(8) = 16. The constant −2 is added 8 times.

Writing a sum in Σ form.

the terms rise by 4

so the recipe is 4k + c

k = 1: 4(1) + c = 7, so c = 3

fit the first term

last term: 4k + 3 = 27, so k = 6

fit the last term

Σ (k = 1 to 6) of (4k + 3)

Test both ends: 4(1) + 3 = 7 and 4(6) + 3 = 27 ✓, and 6 − 1 + 1 = 6 terms ✓.

Check the start as well as the recipe

Σ (k = 0 to 6) of (4k + 3) has the right recipe but begins with an extra 3 — seven terms, not six.

Variations: alternating signs, an index that starts at 0.

Alternating signs. Find Σ (j = 1 to 7) of j² × (−1)j.

−1 + 4 − 9 + 16 − 25 + 36 − 49

odd j gives a minus

(4 − 1) + (16 − 9) + (36 − 25) − 49

pair them up; j = 7 is left over

3 + 7 + 11 − 49 = −28

the odd term keeps its minus

What is different: (−1)k only sets the sign. Write the signs first, then pair; with an odd number of terms one is left unpaired.

Starting at k = 0. Evaluate Σ (k = 0 to 5) of 2k.

5 − 0 + 1 = 6 terms

k = 0 counts

1 + 2 + 4 + 8 + 16 + 32

20 = 1

= 63

or 26 − 1, a geometric series

What is different: the first term is the recipe at k = 0, which is 1 here, not 0. The recipe is geometric, so for a long sum use the geometric series formula.

Skipping k = 0

Starting the list at 2 gives 62, one term short; counting “5 terms” and stopping at 16 gives 31. Write the k = 0 term first.

Sums that do not start at 1.

Σ (k = 1 to 40) of k = 40 × 41 ÷ 2 = 820

everything up to 40

Σ (k = 1 to 20) of k = 20 × 21 ÷ 2 = 210

remove 1 to 20 — not 1 to 21

820 − 210 = 610

Second route: 40 − 21 + 1 = 20 terms averaging (21 + 40) ÷ 2 = 30.5, and 20 × 30.5 = 610 ✓.

Removing one term too many

The sum starts at 21, so 21 stays in. Take away 1 to 20 only.

On the exam

Σ questions test reading as much as adding: evaluate a short sum, pick the Σ that matches a written-out sum, or handle a long sum that starts above 1. Count terms as stop − start + 1, and split long sums into Σk and constants. Ten-second check: write out the first and last terms of your Σ and compare them with the question.

Check by the formula route.

split 2(1+2+3+4) + 4 2·Σk plus four 1s
evaluate 2(10) + 4 = 24 matches the hand expansion ✓

Remember the flow

Start, stop, recipe · Expand if short · Formulas if long · Terms = stop − start + 1

Both endpoints count.
Now you try

Practice problem

The problem

Σk=37 k²