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Honors Algebra II Unit 9 Review: Sequences and Series

This unit covers sequences, or ordered lists of numbers, and series, which add terms of sequences. It focuses on arithmetic and geometric sequences, along with formulas for their sums. By the end, you should be able to write formulas for arithmetic and geometric sequences, evaluate sums written in sigma notation, and use induction to prove a formula works for every natural number.

Read the overview first, then work through each topic's notes and try the checkpoint question before you look at the answer.

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What is Honors Algebra II unit 9?

Sequences connect back to functions you already know. An arithmetic sequence follows a linear rule at the positions 1, 2, 3, and so on. A geometric sequence with a positive ratio follows an exponential rule at those positions. This unit adds two new tools on top of that: sum formulas and a new style of proof.

Honors Algebra II Unit 9 covers sequences and series. You learn to tell arithmetic sequences (add a constant dd) from geometric sequences (multiply by a constant rr), write recursive and explicit formulas for each, and find any term directly. You then use sigma notation to write sums compactly and apply the arithmetic series formula, the finite geometric series formula, and the infinite geometric series formula, which only works when ∣r∣<1|r| < 1. The unit also introduces mathematical induction, a proof method that shows a statement is true for every natural number. Exact order and depth vary by school, but these ideas lead straight into precalculus and the infinite series you'll see again in calculus.

Arithmetic sequences use a constant difference, and geometric sequences use a constant ratio.

In 3, 7, 11, 15, you add 4 each time, so the common difference is d=4d = 4. In 3, 6, 12, 24, you multiply by 2 each time, so the common ratio is r=2r = 2. To classify a sequence, check whether consecutive terms have a constant difference or a constant multiplier. You can find a ratio by division when the preceding term is nonzero. A few listed terms alone do not determine all later terms.

Sigma notation and sum formulas let you add many terms without writing them all out.

Adding the first 100 terms of a sequence by hand is slow and easy to mess up. The arithmetic and geometric sum formulas give the total in one step once you know the first term, the number of terms, and dd or rr. An infinite geometric series can even have a finite sum, as long as ∣r∣<1|r| < 1.

Induction proves that a formula works for every natural number, not just the ones you tested.

Checking n=1,2,3n = 1, 2, 3 only shows a formula works for those three values. Induction proves a starting case, then proves that truth at kk forces truth at k+1k + 1. Together those two steps cover every natural number.

A sequence is a function on the positive integers, and you can describe it, sum it, and prove things about it.

Every topic in this unit asks a different question about the same object. Sequences ask what the nnth term is. Series ask what the first nn terms add up to. Induction asks how you know a formula for either one is true for all nn.

Honors Algebra II unit 9 topics

Unit 9 review notes

9.1

Mathematical Induction

Mathematical induction proves a statement P(n)P(n) is true for every natural number nn without checking infinitely many cases. You prove two things. The base case shows P(1)P(1) is true. The inductive step shows that if P(k)P(k) is true for some arbitrary kk, then P(k+1)P(k+1) must also be true. The assumption that P(k)P(k) holds is called the inductive hypothesis.

Think of a line of dominoes. The base case knocks over the first one, and the inductive step guarantees that every falling domino knocks over the next.

A lot of people worry that assuming P(k)P(k) means assuming what you're trying to prove. It doesn't. You never claim P(k)P(k) is true by itself. You only prove the link "if P(k)P(k), then P(k+1)P(k+1)," and the base case supplies the first true statement.

Worked example. Prove 1+2+⋯+n=n(n+1)21 + 2 + \cdots + n = \frac{n(n+1)}{2}. For the base case, n=1n = 1 gives a left side of 1 and a right side of 1⋅22=1\frac{1 \cdot 2}{2} = 1, so they match. Now assume 1+2+⋯+k=k(k+1)21 + 2 + \cdots + k = \frac{k(k+1)}{2}. Add the next term, k+1k + 1, to both sides. The right side becomes k(k+1)2+(k+1)=k(k+1)+2(k+1)2=(k+1)(k+2)2\frac{k(k+1)}{2} + (k+1) = \frac{k(k+1) + 2(k+1)}{2} = \frac{(k+1)(k+2)}{2}. That is exactly the formula with n=k+1n = k + 1, so by induction the formula holds for all n≥1n \ge 1.

  • Base case: The check that the statement is true for the starting value, usually n=1n = 1.
  • Inductive hypothesis: The assumption that the statement is true for some arbitrary natural number kk.
  • Inductive step: The argument that uses the inductive hypothesis to show the statement is also true for k+1k + 1.

Check yourself: To prove 2n>n2^n > n for all n≥1n \ge 1, what must the inductive step show? (Answer: Assuming 2k>k2^k > k, show 2k+1>k+12^{k+1} > k + 1. This works because 2k+1=2⋅2k>2k2^{k+1} = 2 \cdot 2^k > 2k, and 2k≥k+12k \ge k + 1 whenever k≥1k \ge 1.)

9.2

Arithmetic and Geometric Sequences

Arithmetic sequences add the same number each time, and geometric sequences multiply by the same number each time. The added number is the common difference dd, found by subtracting any term from the next one. The multiplier is the common ratio rr. You can find it by dividing a term by the one before it when that preceding term is nonzero.

Each type has a recursive formula, which builds a term from the previous one, and an explicit formula, which jumps straight to term nn. For arithmetic sequences these are an=an−1+da_n = a_{n-1} + d and an=a1+(n−1)da_n = a_1 + (n-1)d. For geometric sequences they are an=r⋅an−1a_n = r \cdot a_{n-1} and an=a1rn−1a_n = a_1 r^{n-1}. For r=0r = 0, use a1a_1 as the starting term and the explicit formula for n≥2n \ge 2. The n−1n - 1 appears because the first term has had zero steps applied to it.

Arithmetic sequences follow linear rules with slope dd. Geometric sequences with r>0r > 0 follow exponential rules with base rr.

Worked example. Find the 8th term of 5,15,45,…5, 15, 45, \ldots and of 5,12,19,…5, 12, 19, \ldots. The first has r=155=3r = \frac{15}{5} = 3, so a8=5⋅37=5⋅2187=10935a_8 = 5 \cdot 3^{7} = 5 \cdot 2187 = 10935. The second has d=12−5=7d = 12 - 5 = 7, so a8=5+7⋅7=54a_8 = 5 + 7 \cdot 7 = 54.

Watch even roots when solving for rr. If a1=2a_1 = 2 and a3=18a_3 = 18, then r2=9r^2 = 9, so r=3r = 3 or r=−3r = -3, and both are valid unless the problem rules one out.

  • Common difference: The constant dd added to each term of an arithmetic sequence to get the next term.
  • Common ratio: The constant rr that each term of a geometric sequence is multiplied by to get the next term.
  • Explicit formula: A formula that gives ana_n directly from the position nn, such as an=a1+(n−1)da_n = a_1 + (n-1)d.
  • Recursive formula: A formula that gives each term from the previous term, together with a starting value.

Check yourself: A geometric sequence has a2=6a_2 = 6 and a5=162a_5 = 162. Find a1a_1. (Answer: Going from a2a_2 to a5a_5 takes three multiplications, so r3=1626=27r^3 = \frac{162}{6} = 27 and r=3r = 3. Then a1=63=2a_1 = \frac{6}{3} = 2.)

FeatureArithmeticGeometric
PatternAdd $d$ each timeMultiply by $r$ each time
How to find it$d = a_{n+1} - a_n$$r = \frac{a_{n+1}}{a_n}$ when $a_n \ne 0$
Recursive formula$a_n = a_{n-1} + d$$a_n = r \cdot a_{n-1}$
Explicit formula$a_n = a_1 + (n-1)d$$a_n = a_1 r^{n-1}$
Function familyLinearExponential when $r > 0$
Example4, 7, 10, 13 ($d = 3$)3, 12, 48, 192 ($r = 4$)
9.3

Series and Summation Notation

A series is the sum of the terms of a sequence. Sigma notation writes that sum compactly. In ∑i=15(3i−1)\sum_{i=1}^{5} (3i - 1), the index ii runs from the lower limit 1 to the upper limit 5, and you add the general term for each value, so the sum is 2+5+8+11+14=402 + 5 + 8 + 11 + 14 = 40.

Count terms carefully. A sum from i=mi = m to i=ni = n has n−m+1n - m + 1 terms, so ∑i=310\sum_{i=3}^{10} has 8 terms, not 7.

An arithmetic series uses Sn=n2(a1+an)S_n = \frac{n}{2}(a_1 + a_n), which is the number of terms times the average of the first and last terms. A finite geometric series uses Sn=a1(1−rn)1−rS_n = \frac{a_1(1 - r^n)}{1 - r} when r≠1r \ne 1. If ∣r∣<1|r| < 1, an infinite geometric series has the sum S=a11−rS = \frac{a_1}{1 - r}. If ∣r∣≥1|r| \ge 1 and a1≠0a_1 \ne 0, the terms do not approach zero, so the series diverges. If a1=0a_1 = 0, every term is zero and the sum is zero for any rr.

Worked example. Find ∑n=1∞12(13)n−1\sum_{n=1}^{\infty} 12\left(\frac{1}{3}\right)^{n-1}. Here a1=12a_1 = 12 and r=13r = \frac{1}{3}. Since ∣r∣<1|r| < 1, the sum is 121−13=1223=18\frac{12}{1 - \frac{1}{3}} = \frac{12}{\frac{2}{3}} = 18. The first four partial sums are approximately 12,16,17.33,17.7812, 16, 17.33, 17.78. They are consistent with the sum of 18.

  • Partial sum: The sum of the first nn terms of a series, written SnS_n.
  • Index of summation: The variable in sigma notation that counts from the lower limit to the upper limit.
  • Converge: An infinite series converges when its partial sums approach a single finite number.
  • Diverge: An infinite series diverges when its partial sums grow without bound or never settle on one value.

Check yourself: Evaluate ∑k=120(2k+1)\sum_{k=1}^{20} (2k + 1). (Answer: This is arithmetic with a1=3a_1 = 3 and a20=41a_{20} = 41, so S20=202(3+41)=10⋅44=440S_{20} = \frac{20}{2}(3 + 41) = 10 \cdot 44 = 440.)

Key terms

TermDefinition
SequenceAn ordered list of numbers, where $a_n$ is the term in position $n$.
Arithmetic sequenceA sequence where each term is found by adding the same constant $d$ to the previous term.
Geometric sequenceA sequence where each term is found by multiplying the previous term by the same constant $r$.
Common differenceThe constant $d$ between consecutive terms of an arithmetic sequence, found by subtracting a term from the next one.
Common ratioThe constant $r$ that multiplies each term of a geometric sequence to produce the next. It can be found by dividing a term by the one before it when that preceding term is nonzero.
Explicit formulaA rule that calculates any term directly from its position $n$.
Recursive formulaA rule that defines each term using the term or terms before it, plus a starting value.
SeriesThe sum of the terms of a sequence, which can be finite or infinite.
Summation notationA compact way to write a sum using $\Sigma$, an index, lower and upper limits, and a general term.
Mathematical inductionA proof method that shows a statement is true for all natural numbers by proving a base case and an inductive step.

Mistakes to avoid in Sequences and Series

Using $n$ instead of $n - 1$ in the explicit formula

It's tempting to write an=a1+nda_n = a_1 + nd, but the first term has had zero steps added. For 4,7,10,…4, 7, 10, \ldots, the 10th term is 4+9⋅3=314 + 9 \cdot 3 = 31, not 4+10⋅3=344 + 10 \cdot 3 = 34. Test your formula with n=1n = 1 and make sure it gives back a1a_1.

Using the infinite geometric sum formula when $|r| \ge 1$

The formula a11−r\frac{a_1}{1 - r} only works when ∣r∣<1|r| < 1. Plugging in 1+2+4+8+⋯1 + 2 + 4 + 8 + \cdots gives 11−2=−1\frac{1}{1 - 2} = -1, which is obviously wrong for a sum of positive numbers that keeps growing. Always check ∣r∣|r| first. If it is 1 or more and the first term is nonzero, the series diverges. If the first term is zero, every term is zero and the sum is zero.

Miscounting the number of terms in sigma notation

Subtracting the limits gives one fewer term than there really is. The sum from i=4i = 4 to i=12i = 12 has 12−4+1=912 - 4 + 1 = 9 terms. Getting nn wrong throws off every sum formula, so count before you substitute.

Treating a few checked cases as an induction proof

Showing a formula works for n=1,2,3n = 1, 2, 3 is only the base case plus some extra examples. The proof needs the inductive step, where you assume the statement for kk and use that assumption to reach the statement for k+1k + 1. The inductive hypothesis often helps establish the k+1k + 1 case, but it is not needed if you can prove that case directly.

Study unit 9 other ways

Ready to review Unit 9?Start with the notes, check the topic cards, and use the practice or resource links when they are available for this course.