Series Studio Edexcel
01 / Decode the notation

Make the
pattern click.

An interactive guide to sequences, sigma notation and series — including both parts of the worked examples.

Edexcel A level Mathematics · 9MA0 Pure
One rule. Many terms.
1 + ½ + ¼ + ⅛ + ⋯
Infinitely many terms. A finite sum.
What this coversThe sequences and series skills behind your screenshot: sigma, arithmetic and geometric methods, convergence, logarithmic cancellation, proofs, recurrence relations and modelling. It is a focused topic guide, not the whole A level course.

A sequence is a list

3, 6, 12, 24, …

un means the nth term. Here un = 3 × 2n−1.

A series adds the list

3 + 6 + 12 + 24 + …

SN means the sum of the first N terms. Here S4 = 45.

Read sigma by substitution

Move the limits

Σ says “add”. Use every integer from the lower limit to the upper limit, including both ends.

The index letter is a label: k, r, i or n can do the same job. In the worked examples, r is the index; the common ratio is ½. This guide uses q for a ratio to keep them distinct.

Three rules that prevent most mistakes

Number of terms = M − m + 1For integer limits m ≤ M. From 4 to 10 there are 7 terms.
∑(Ak + Bk) = ∑Ak + ∑BkThe sums must use the same limits. A constant factor can also come outside Σ.
∑k=mM uk = SM − Sm−1If Sj = u1 + ⋯ + uj, with S0 = 0.

Also: ∑k=1N 1 = N and ∑k=1N k = N(N + 1)/2. A constant is added once per term: ∑k=37 5 = 25.

02 / The same difference

Arithmetic sequences.

Add the same amount each time. That amount, d, can be positive, zero or negative.

Build a sequence

Drag to explore
First term
Nth term uN
Sum SN

Find a term

un = a + (n − 1)d

The first term has had zero additions. Reaching the nth term takes n − 1 additions.

If u3 = 11 and u8 = 31, subtract: 5d = 20, so d = 4. Then a + 2(4) = 11, giving a = 3.

Add the terms

SN = N2(2a + (N − 1)d)

= N2(a + l)

l is the last term. The sum is the number of terms × the average of the first and last terms.

Proof you should know: reverse and add
SN = a + (a + d) + ⋯ + l
SN = l + (l − d) + ⋯ + a
2SN = N(a + l)

Each vertical pair has the same total a + l, and there are N pairs. Divide by 2, then use l = a + (N − 1)d.

Derive the sum of the first N natural numbers

1 + 2 + ⋯ + N = N(1 + N)/2.

This is the arithmetic sum with a = 1 and d = 1.

Shifted sigma example

∑k=37 (2k + 1) = 7 + 9 + 11 + 13 + 15

There are 7 − 3 + 1 = 5 terms. So the sum is 5(7 + 15)/2 = 55. The first included term is 7.

03 / The same multiplier

Geometric sequences.

Multiply by the same number, q, each time. Edexcel usually writes the common ratio as r.

From terms to a sum

Ratio q
Nth term uN
Sum SN

Nth term

un = aqn−1

q = next term ÷ current term, whenever the current term is non-zero. Check more than one pair.

If u3 = 12 and u6 = 96, divide: q3 = 96/12 = 8, so q = 2. Then a = 12/2² = 3.

An even power can give two signs: q² = 4 means q = ±2 unless other information rules one out.

Finite geometric sum

SN = a(1 − qN)1 − q q ≠ 1

= a(qN − 1)q − 1

Both forms work for q < 1 or q > 1. Match the order of subtraction in the numerator and denominator.

If q = 1: every term is a, so SN = Na.

Proof you should know: multiply and subtract
SN = a + aq + aq² + ⋯ + aqN−1
qSN = aq + aq² + ⋯ + aqN
SN − qSN = a − aqN
(1 − q)SN = a(1 − qN)

The middle terms cancel. Divide by 1 − q, provided q ≠ 1.

How sigma changes the first term

∑k=mM Cqk = Cqm(1 − qM−m+1)1 − q

First included term a = Cqm; number of terms N = M − m + 1. Use the ordinary sum formula with these values. If q = 1, the sum is C(M − m + 1).

For k = 4 to 7, ∑20(½)k has 4 terms, starts at 5/4, and sums to 75/32.

Write a series using sigma

5 + 15 + 45 + 135 + 405
= ∑k=15 5 × 3k−1 = ∑j=04 5 × 3j

Both are valid. Substitute the first, second and last index values to check.

04 / A limit, not a last term

Can infinity add up?

Move the ratio to see partial sums approach a limit, oscillate, or grow without settling.

The infinity lab

Worked examples loaded
Geometric partial sumsChange the controls to explore convergence.
Partial sumLimit, when it exists
First included term a = Cqm
Sum of N drawn terms
Sum to infinity

The condition comes first

S∞ = a1 − q For a non-zero geometric series, only when |q| < 1.

|q| < 1 means −1 < q < 1. Negative ratios can converge: the terms alternate in sign while shrinking.

As N → ∞, qN → 0. Hence a(1 − qN)/(1 − q) → a/(1 − q).

How much is left?

RN = S∞ − SN = aqN1 − q

This is the signed remainder after N terms, when |q| < 1. The absolute error is |RN|.

The remaining tail starts at aqN. For the worked examples, the infinite tail starts at r = 4, so a = 20(½)⁴.

Know the boundary cases

Ratio qNon-zero termsSum to infinity?
0 < q < 1Shrink with the same signYes
−1 < q < 0Alternate and shrinkYes
q = 1Stay constantNo
q = −1Alternate without shrinkingNo: partial sums alternate
|q| > 1Grow in magnitudeNo

q = 0 gives a, 0, 0, …, so the sum is a. If every included term is zero, the sum is 0 regardless of the multiplier. Terms tending to zero is necessary for a convergent series, but is not sufficient for general series.

05 / Let the middle disappear

Telescoping logarithms.

Add the logs, multiply the fractions, then cancel common factors. This is the idea in part (ii).

For long sums the middle factors are shortened with “…”. All displayed crossed-out factors cancel with matching factors in the full product.

The three log laws

logb A + logb B = logb(AB)
logb A − logb B = logb(A/B)
p logb A = logb(Ap)

For real logs, b > 0, b ≠ 1 and A, B > 0. Also logb(bp) = p and logb 1 = 0.

log(A + B) is generally not log A + log B. The product law needs a common base.

A second way: cancel differences

Use log(A/B) = log A − log B:

(log5 3 − log5 2)
+ (log5 4 − log5 3)
+ ⋯ + (log5 50 − log5 49)

Everything in the middle cancels, leaving log5 50 − log5 2 = log5 25 = 2.

Generalise the pattern

∑n=LU logbn + c + 1n + c = logbU + c + 1L + c

For integer L ≤ U, L + c > 0, b > 0 and b ≠ 1. Write out boundary terms if the shift differs from 1: a larger gap can leave several boundary factors.

Telescoping without logarithms

∑n=1N 1n(n + 1) = ∑n=1N (1/n − 1/(n + 1))
= 1 − 1/(N + 1)

The same cancellation idea works after splitting into partial fractions. As N → ∞, this sum tends to 1. This is an extension connecting the pattern to algebra.

06 / Your exact question

One step at a time.

Choose a part and use Next step. Try saying why each line follows before revealing it.

Reveal the full written solution

How to write a clear exam answer

  1. Translate the limits. Show the first included term or the first and final fractions.
  2. Name the method. Identify a geometric series or use a log law.
  3. Show the reason. State |q| < 1 for an infinite geometric sum, or show the cancellation in a telescoping product.
  4. Give an exact result. Here the answers are 5/2 and 2. A decimal approximation alone is weak evidence for a “show that” question.
In (i), a = 20(½)⁴ = 5/4. In (ii), n = 48 gives 50/49. These are the two boundary substitutions to check.
07 / Finish the topic

The exam toolkit.

Choose a method, solve for unknowns, and connect sequences to models and recurrence relations.

Start by asking: what changes?

ClueMethodFirst check
Same differenceArithmetic nth term / sumFind d and the first included term
Same ratioGeometric nth term / finite sumCount terms; q = 1 is separate
∞ on a geometric sumSum to infinityCheck |q| < 1
Sum of logs of neighbouring fractionsProduct law, then telescopeCommon base; positive arguments
Unknown in an exponentIsolate the power; take logsPositive log arguments; integer n
Next term given from previous termIterate the recurrenceUse the stated starting value

Use logs to find the number of terms

For 100 + 80 + 64 + ⋯, find the smallest number of terms whose sum exceeds 490.

SN = 100(1 − 0.8N)/(1 − 0.8)
500(1 − 0.8N) > 490
0.8N < 0.02
N ln(0.8) < ln(0.02)
N > ln(0.02)/ln(0.8) ≈ 17.53

So the smallest integer is N = 18.

The inequality reversesln(0.8) is negative. Dividing by a negative number reverses < to >. Check the neighbouring integers: S17 ≈ 488.74 and S18 ≈ 490.99.

For equations qN = t with q > 0, q ≠ 1 and t > 0: N = ln(t)/ln(q). With negative q, handle the sign and parity separately; do not take a real log of a negative number.

Precision question: when is the error small enough?

If a = 10 and q = ½, then |RN| = 20(½)N. To make the error less than 0.01:

(½)N < 0.0005 ⇒ N > 10.965…

The smallest integer is 11. Always interpret a strict inequality correctly; if the threshold were exactly an integer, “greater than” would require the next integer.

Recurrence relations

A recurrence tells you how to generate the next term. You also need a starting value.

u1 = 3,   un+1 = 2un
3, 6, 12, 24, …

un+1 = un + d is arithmetic. un+1 = qun is geometric.

Try a recurrence that is neither

u1 = 1,   un+1 = 2un + 1

Terms: 1, 3, 7, 15, … . Their differences and ratios are not constant. Here un = 2n − 1; substitute to check it fits the recurrence and start.

Increasing, decreasing, periodic

Increasing: un+1 > un for every allowed n. Example: 2n.

Decreasing: un+1 < un. Example: 3 + 1/n for n ≥ 1.

Periodic: the sequence repeats. u1 = 3, un+1 = 1/un gives 3, ⅓, 3, ⅓, …, with period 2.

To prove increasing or decreasing, show the sign of un+1 − un for all allowed n. A few terms suggest a pattern; they do not prove it.

Modelling: put time on the terms

Same percentage

A £2000 item loses 10% of its value per year. After t complete years, Vt = 2000(0.9)t, with V0 = 2000.

A 5% increase uses 1.05; a 5% decrease uses 0.95. Repeated percentage change is geometric.

Regular payments

Pay £100 at each year-end into an account earning 2% annually. Just after payment n:

Vn+1 = 1.02Vn + 100, V0 = 0.

Thus Vn = 100[1 + 1.02 + ⋯ + 1.02n−1] = 5000(1.02n − 1). The balances themselves do not have a constant ratio.

State the assumptions: fixed rates, payment timing, and no extra charges. Check whether the first time is t = 0 or t = 1. Round money at the end and judge whether the model stays realistic.

Mistakes to catch before moving on

Tempting mistakeCorrect habit
Use C as the first term of ∑k=m CqkSubstitute k = m: first term is Cqm
Use M − m termsInclude both ends: M − m + 1
Use aqn when u1 = aUse aqn−1; u1 needs q⁰
Claim convergence because q < 1Need −1 < q < 1; q = −2 fails
Cancel terms in a sum of fractionsRewrite as a product or differences first
Round the answer for n to the nearest integerUse the inequality and check neighbouring integers
Prove a “show that” using only decimalsShow the algebra and keep an exact answer
08 / Make it stick

Try it yourself.

Original practice, from boundary substitutions to exam-style reasoning. Write your working, then check the answer.

Ready for this topic?

Use these checks to decide what to revisit.

If one feels uncertain, return to its lesson, change the numbers and explain the method aloud.

Related reference: Pearson Edexcel 9MA0 specification, sections 4.2–4.6, with log laws used for the worked examples. Original explanations and practice; not an official Pearson resource. Log telescoping is an application of those skills.

The formula sheet.

q is the common ratio here. In Edexcel notation it is usually r. a means the first term of the series you are actually summing.

Arithmetic: un = a + (n − 1)d
SN = N[2a + (N − 1)d]/2 = N(a + l)/2
Geometric: un = aqn−1
SN = a(1 − qN)/(1 − q),   q ≠ 1
q = 1: SN = Na
Infinity: S∞ = a/(1 − q),   |q| < 1
RN = aqN/(1 − q)For a non-zero series. The absolute error is |RN|.
∑k=mM Cqk:   a = Cqm,   N = M − m + 1
logb A + logb B = logb(AB)
logb A − logb B = logb(A/B)
logb(Ap) = p logb Ab > 0, b ≠ 1, A > 0, B > 0.
∑n=LU logb((n + c + 1)/(n + c))
= logb((U + c + 1)/(L + c))Integer L ≤ U; L + c > 0; valid base b.
Always check: first included term • number of terms • convergence condition • exact answer.