Algebra 2Sequences and Series

Sigma Notation

Σ is shorthand for adding the terms of a pattern.

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Adding up the terms of a sequence from Recursive Formulas is so common that it has its own symbol, the Greek capital letter sigma, $\Sigma$, for "sum."

Key idea

$$\sum_{k=m}^{n} f(k) = f(m) + f(m + 1) + \cdots + f(n)$$ Plug in each whole number $k$ from $m$ to $n$ and add the results. The number of terms is $n - m + 1$.

Why it works

Sigma notation is a compact recipe: the expression after $\Sigma$ makes each term, and the numbers below and above say where the index starts and stops. Counting the terms: from $m$ to $n$ there are $n - m$ steps, but both ends count, so there are $n - m + 1$ terms, just as there are 3 numbers from 5 to 7.
The terms $a_k = 2k + 1$ as dots, with the running sums $S_n$ (the value of the sigma sum up to $n$).

Worked examples

Worked example: Evaluating a sum

Evaluate $\displaystyle\sum_{k=2}^{5} (3k - 1)$.
  1. $k = 2, 3, 4, 5$ give $5, 8, 11, 14$.
  2. Add: $5 + 8 + 11 + 14 = 38$.

Answer: $38$

Worked example: Counting terms

How many terms are in $\displaystyle\sum_{k=4}^{20} k^2$?
  1. $20 - 4 + 1 = 17$.

Answer: 17 terms

Worked example: Writing a sum in sigma notation

Write $3 + 7 + 11 + 15 + 19$ in sigma notation.
  1. The terms go up by 4, so the general term is $4k + c$. With $k = 1$ the term is 3, so $c = -1$.
  2. There are 5 terms, so $k$ runs from 1 to 5. Check: $4(5) - 1 = 19$.

Answer: $\displaystyle\sum_{k=1}^{5} (4k - 1)$

Two handy facts: a constant added $N$ times is $N$ times the constant, so $\sum_{k=1}^{10} 4 = 40$; and sums split, so $\sum (a_k + b_k) = \sum a_k + \sum b_k$ and $\sum c\,a_k = c\sum a_k$. They follow from regrouping and factoring an ordinary sum.

Common mistake

Miscounting terms when the index doesn't start at 1. $\sum_{k=4}^{20}$ has 17 terms, not 16 and not 20. Another slip is starting the substitution at $k = 1$ out of habit. Always begin with the number written under the sigma.

Practice

Pass with 3 right answers, the last 2 in a row. Each right answer earns 2 XP.

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Sources and further reading

  • OpenStax College Algebra 2e, Section 9.4 Series and Their Notations
  • Common Core State Standards, A-SSE.B.4
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