AQA · A-Level · Mathematics
Course version: 7357 · Version from Sept 2017
D: Sequences and series: Understand and use sigma notation for sums of series.
Sigma notation compactly represents a sum.
Study notes
From the checked teaching notes for this specification point.
The idea
Sigma notation compactly represents a sum. In Σ_{r=1}^{n}(2r+1), r is the index, 1 is the lower limit, n is the upper limit, and the expression is evaluated at each integer index and added. You must read, write and evaluate finite sums, including sums with non-unit lower limits, sums of constants, and sums whose terms follow a given formula. For example, Σ_{r=1}^{4}(2r+1)=3+5+7+9=24. You should translate between expanded and sigma forms, choosing an index and limits that reproduce every term exactly. Standard summation results such as Σr are not required in this specification; they belong to Further Mathematics. Focus on direct expansion and evaluation, and on recognising the number of terms when limits are not 1 and n.
What earns the marks
- Interprets the index, lower limit and upper limit of a sigma expression correctly and expands the sum term by term.
- Evaluates a finite sum accurately, including cases where the general term is linear or constant.
- Writes a given finite series in sigma notation, choosing a suitable index and limits that reproduce every term exactly.
- Handles a sum whose lower limit is not 1 by substituting the correct starting value and counting the correct number of terms.
- Distinguishes the index variable from any other variable in the general term and treats it as a dummy variable.
- Translates between expanded form and sigma form, checking the first and last terms to confirm limits.
Common mistakes and how to put them right
Miscounting the number of terms when the lower limit is not 1, for example treating Σ_{r=3}^{7} as having 7 terms.
Put it right: Count from the lower to the upper limit inclusive, giving 5 terms.
Substituting the upper limit only instead of summing every integer index.
Put it right: Expand each term explicitly before adding.
Confusing the index letter with a fixed unknown.
Put it right: The index is a placeholder that runs through the stated integer values.
Including standard summation results such as Σr or Σr² when they are not required.
Put it right: Use direct expansion for the sums in this specification.
Exam tips
- Expand the first two or three terms and the last term before summing; this confirms the pattern and guards against off-by-one errors.
- When converting to sigma notation, check your limits by substituting the first and last index values back into the general term.
- For sums involving constants, count the number of terms carefully and multiply the constant by that count.
- Show the expanded terms clearly, then add, so your method is transparent.
Try the lesson
The start of the D: Sequences and series: Understand and use sigma notation for sums of series. lesson, made from checked teaching notes for this specification point.
Have a go first
What is the value of the sum Σ from r = 1 to 4 of r?
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