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Sigma Notation Simplified Revision Notes

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4.5.2 Sigma Notation

Sigma Notation

n=142n+1\sum_{n=1}^{4} 2n + 1

Sigma notation is a compact way of expressing the sum of a series of terms. It uses the Greek letter Σ\Sigma (capital sigma), which stands for "sum."

These are called limits.

This means to evaluate 2n+12n + 1 for n=1n = 1 to n=4,nNn = 4, n \in \mathbb{N}.

2(1)+1+2(2)+1+2(3)+1+2(4)+1=:highlight[24]2(1) + 1 + 2(2) + 1 + 2(3) + 1 + 2(4) + 1 = :highlight[24] image

e.g. Find n=142\sum_{n=1}^{4} 2

This refers to the variable that we are incrementing. If the variable does not appear in the expression, we still evaluate the expression.

2+2+2+2=:highlight[8]2 + 2 + 2 + 2 = :highlight[8]

With each term corresponding to n=1,2,3,4n = 1, 2, 3, 4.


General Form:

infoNote

The sigma notation is written as: k=mnak\sum_{k=m}^{n} a_k

This represents the sum of the terms  ak\ a_k from  k=m to k=n.\ k = m \ to \ k = n . Here's what each part means:

  •  Σ\ \Sigma denotes summation.
  •  k\ k is the index of summation, which starts at the lower limit  m\ m and increases to the upper limit  n.\ n .
  •  ak\ a_k is the general term of the sequence you're summing.
infoNote

Example 1:

Sum the first 55 natural numbers:

k=15k=1+2+3+4+5=:highlight[15]\sum_{k=1}^{5} k = 1 + 2 + 3 + 4 + 5 = :highlight[15]

infoNote

Example 2:

Sum the squares of the first 4 natural numbers:

k=14k2=12+22+32+42=1+4+9+16=:highlight[30]\sum_{k=1}^{4} k^2 = 1^2 + 2^2 + 3^2 + 4^2 = 1 + 4 + 9 + 16 = :highlight[30]


Step-by-Step Breakdown:

  1. Identify the General Term  ak:\ a_k : This is the expression that changes as  k\ k changes. For example, in k=14k2\ \sum_{k=1}^{4} k^2, the general term  ak=k2.\ a_k = k^2 .

  2. Determine the Limits of Summation: The lower limit mm is where  k\ k starts, and the upper limit  n\ n is where  k\ k ends. In the example  k=14k2 k\ \sum_{k=1}^{4} k^2 \, \ k starts at 11 and ends at 44.

  3. Expand and Calculate: Substitute the values of  k from m to n\ k \ from \ m \ to \ n into the general term and add them together.

Properties of Sigma Notation:

  1. Linearity: k=mn(ak+bk)=k=mnak+k=mnbk\sum_{k=m}^{n} (a_k + b_k) = \sum_{k=m}^{n} a_k + \sum_{k=m}^{n} b_k k=mncak=ck=mnak\sum_{k=m}^{n} c \cdot a_k = c \cdot \sum_{k=m}^{n} a_k where c\ c is a constant.

  2. Shifting the Index: If you shift the index by a constant c\ c , the sum changes accordingly: k=mnak=j=m+cn+cajc\sum_{k=m}^{n} a_k = \sum_{j=m+c}^{n+c} a_{j-c} where  j=k+c.\ j = k + c .

  3. Splitting the Sum: k=mnak=k=mpak+k=p+1nak\sum_{k=m}^{n} a_k = \sum_{k=m}^{p} a_k + \sum_{k=p+1}^{n} a_k for any integer  p\ p between  m and n.\ m \ and \ n .

infoNote

Example Exam Question:

Question: Evaluate the sum:

k=16(2k+1)\sum_{k=1}^{6} (2k + 1)

[3 marks]

Solution:

  1. Expand the Summation: k=16(2k+1)=(2(1)+1)+(2(2)+1)+(2(3)+1)+(2(4)+1)+(2(5)+1)+(2(6)+1)\sum_{k=1}^{6} (2k + 1) = (2(1) + 1) + (2(2) + 1) + (2(3) + 1) + (2(4) + 1) + (2(5) + 1) + (2(6) + 1) =3+5+7+9+11+13= 3 + 5 + 7 + 9 + 11 + 13
  2. Calculate the Sum: 3+5+7+9+11+13=:highlight[48]3 + 5 + 7 + 9 + 11 + 13 = :highlight[48] Final Answer: k=16(2k+1)=:highlight[48]\sum_{k=1}^{6} (2k + 1) = :highlight[48]
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