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.

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      What is the value of the sum Σ from r = 1 to 4 of r?

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