Sequences: Terms, Explicit & Recursive Rules
A sequence is an ordered list of numbers called terms. We label them with subscripts: (first term), (second term), and in general (the th term). There are two ways to describe the pattern:
- Explicit rule: a formula for directly in terms of . Plug in to get any term instantly. Example: .
- Recursive rule: a starting term plus a formula that builds each term from the previous one. Example: .
An arithmetic sequence adds a constant; a geometric one multiplies by a constant. Both have explicit formulas for the th term and for the sum of the first terms, and a geometric series with ratio between and even has a finite infinite sum. Sigma notation is a compact way to write a sum.
A sequence is a function whose inputs are the counting numbers , so its graph is a row of separate dots, not a curve. An explicit rule is that function's formula, which is why it can jump to any term; a recursive rule describes each dot only in terms of the one before, so it must be followed step by step from the start.
Find the first four terms of .
The sequence is
Using the infinite-sum formula when . The series diverges; the formula gives a meaningless number.
Find the first four terms of .
The sequence is
Tip. An explicit rule is a shortcut — you can jump straight to . A recursive rule must climb one step at a time. When a problem asks for a far-off term, look for an explicit formula.
The sequence can be described two ways. Write a recursive rule and an explicit rule, and find .
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Recursive: , . Explicit: . The explicit rule jumps straight to ; the recursive one would need steps.
Arithmetic Sequences
A sequence is arithmetic when each term differs from the one before it by the same amount, the common difference . Test it by subtracting:
Here is the first term and is the common difference. Note the : to reach the th term you take steps of size .
Getting from to takes steps, and each step adds : that is the whole formula . The dots of an arithmetic sequence therefore lie on a line of slope ; an arithmetic sequence is a linear function sampled at the whole numbers.
For find .
Using steps instead of : . From the first term to the tenth there are only steps: .
Remember: arithmetic means ADD. You move from term to term by adding (a negative means the terms decrease). Do not confuse this with geometric sequences, which multiply.
An arithmetic sequence has and . Find , and .
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From term to term is steps: , . Then and .
Arithmetic Series (Partial Sums)
A series is the sum of the terms of a sequence. The sum of the first terms of an arithmetic sequence is
Read it as: (number of terms) (average of the first and last term). If you do not yet know , find it first with .
Write the sum forward and backward and add in columns: , , , and so on, every pair makes . Ten columns give , which is twice the sum, so . That is : the number of terms times the average of the first and last.
Find for From the previous section, .
Multiplying the last term by the count: "." That treats every term as . Use the average term, , times : .
Find (the first positive even numbers). Here , , .
Find the sum of all multiples of from to .
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Terms with : . .
Geometric Sequences
A sequence is geometric when each term is a fixed multiple of the one before it, the common ratio . Test it by dividing:
Again note the exponent : reaching the th term takes multiplications by .
Each step multiplies by , and there are steps from to , so . Geometric sequences are exponential functions sampled at whole numbers, which is why their dots curve upward so sharply when .
For find .
Multiplying the base by the first term before raising: . The exponent applies to only: .
Remember: geometric means MULTIPLY. Move from term to term by multiplying by . If the terms grow; if they shrink toward ; a negative makes the signs alternate.
A geometric sequence has and . Find , and .
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Three steps from to : , so . , and .
Geometric Series (Finite Sums)
The sum of the first terms of a geometric sequence (with ) is
Multiply the sum by and every term shifts one place: . Subtracting, all the middle terms cancel, leaving , which gives . The formula is that one cancellation.
Find for where and .
Using in the sum formula: . The sum of terms uses : . Check by adding .
Watch the signs. When both and are negative, and the negatives cancel to give a positive sum. Compute the exponent before subtracting.
Find .
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, , and there are terms ( through ). .
Infinite Geometric Series
An infinite geometric series converges (adds up to a finite number) exactly when
In that case as grows, and the finite formula collapses to
If the terms do not shrink, the partial sums run off to infinity, and the series diverges — there is no sum.
When the term in the finite formula shrinks toward , so the partial sums approach and never pass it. The picture for : each piece fills half of the gap left in a bar of length , so the pieces fill the whole bar without ever overflowing it.
Find Here and . Since , the sum exists.
Summing a divergent series: . A sum of positive terms cannot be negative; since the series has no sum.
Write as a fraction. This is geometric with and .
Always check first. An infinite geometric sum only exists when the ratio is between and . If , the correct answer is “diverges (no sum).”
Find the sum if it exists: (a) ; (b) as a fraction.
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(a) , : . (b) has , : .
Summation (Sigma) Notation
The Greek capital sigma is shorthand for “add these up.”
The letter is the index; it starts at the number written below and climbs by up to the number written above. Substitute each index value into the expression and add the results.
Sigma notation packs a rule and a range into one symbol, so a long sum can be written, and manipulated, without dots. Because addition can be regrouped, sums split: , which is how closed formulas are built from simpler ones.
Evaluate .
Miscounting terms: has terms, not . Both endpoints are included.
Write using sigma notation. Each term is for to :
Tip. If the index starts somewhere other than (say ), substitute exactly those values — do not restart at . And a constant like just adds that constant once per index value: .
Evaluate and .
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Arithmetic with , : . Geometric: .
Applications
Real-world patterns are often sequences or series. Decide which type first:
- Repeated adding (a fixed raise, a fixed monthly deposit) arithmetic.
- Repeated multiplying (a percent growth or decay, compound interest, a ball rebounding to a fraction of its height) geometric.
- “How high is the th bounce?” or “salary in year ?” asks for a single term. “Total distance” or “total earned” asks for a series (sum).
Recognizing the pattern is the whole job: a fixed amount added each period (a raise of a year, seats added per row) is arithmetic; a fixed percentage (interest, depreciation, a bouncing ball's rebound) is geometric. The same situation's total uses the matching series formula.
A machine worth $50,000 loses of its value each year, so it keeps : . Find its value after years, i.e. the term at .
Modeling a percentage raise as arithmetic: a salary rising a year does not add every year; each raise is of the current salary, so year pays .
A ball dropped from m rebounds to of its previous height. Find the total vertical distance it travels before resting. It falls m, then each rebound goes up and back down. The rebound heights are geometric with , .
The factor of counts each rebound up and down; the initial m drop is counted once.
You start at $35,000 and receive a $1,500 raise each year. Total earned over years? Arithmetic with , .
A ball dropped from m rebounds to of each height. What total vertical distance does it travel?
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Down ; then each rebound goes up and comes back down. Rebound heights sum to . Total: m.
Going Deeper: Advanced Sequences & Series
A sum telescopes when each term splits into two pieces that cancel against neighbors, leaving only the very first and very last. The trick is partial fractions: rewrite the general term as a difference . Then
because every interior piece appears once with a and once with a . The classic case:
Evaluate , then take . Split each term with partial fractions:
As , , so the infinite sum equals .
Three closed forms let you sum powers of the first whole numbers without adding term by term:
The last line hides a beautiful identity: the sum of the first cubes is the square of the sum of the first whole numbers,
For example .
Break sums apart. A sum like splits by linearity: . Handle each power sum with its own formula, remembering for a constant.
Terms like mix an arithmetic factor () with a geometric one (). Evaluate using the shift-and-subtract trick. First check convergence: here , and since the sum exists. Write the finite sum and subtract :
With , both and as , leaving the tidy formula
Now substitute :
So .
Turn the recursive rule into an explicit formula. First find the fixed point that the constant term wants to settle at, by solving , which gives . Add to both sides of the recurrence and the “” disappears:
So the shifted sequence is geometric with ratio and first term . Therefore
Check: , , . Matches
Induction proves a statement is true for every whole number using two steps, like knocking over an infinite line of dominoes:
- Base case: show is true (the first domino falls).
- Inductive step: assume is true (the inductive hypothesis) and use it to prove (each domino knocks over the next).
Together these force true for all .
Claim. For every integer , (the sum of the first odd numbers).
Base case (). The left side is ; the right side is . They agree, so holds.
Inductive step. Assume the formula holds for some ; that is, assume
We must show it holds for , i.e. that the sum equals . Start from the -term sum and peel off the last term:
This is exactly . By the principle of mathematical induction, the formula holds for all .
Many word problems hide a convergent geometric series. The pattern is always the same: identify and , confirm , then apply .
- Repeating decimals: is a geometric series with (or for two repeating digits).
- Bouncing ball: rebound heights shrink by a fixed fraction each bounce.
- Perpetuity / annuity: a payment made every period, discounted by per period, has whenever the interest rate .
An endowment pays $100 at the end of every year forever, and money is discounted at per year. Its present value is the sum of all payments discounted back to today:
This is geometric with and . Since we have , so the sum converges:
A perpetual stream of $100 per year is worth just $2000 today — a clean shortcut: .
Advanced pitfalls. (1) For and other infinite sums, always verify before writing a finite answer. (2) Partial fractions only telescope if the pieces truly cancel — write out three terms to confirm. (3) An induction proof is incomplete without both the base case and an inductive step that explicitly uses the hypothesis.
Why It Works
Gauss's trick proves the arithmetic sum: write the sum forwards and backwards and add; each of the column pairs equals , so . For a geometric sum, subtract from : everything cancels except the first and last terms, giving . When , , and the infinite sum is — and for the terms do not shrink, so no total can exist.
Do not read a proof the way you read a rule. Cover the last line, ask what the previous line forces, and only then uncover it. If a step feels like magic, that is the step to work by hand with a concrete number.
Formulas, Proofs & Tips
What it means. A constant is added each step; the sum is the number of terms times the average of the first and last.
Example. : and .
Why it works. Getting to the th term takes steps of size . For the sum, write forwards and backwards and add: every column totals , and there are columns, giving .
Tip. It is , not — the first term takes no steps. Check with .
What it means. A constant multiplier each step. If the ratio is small enough the infinite sum settles on a finite number.
Example. : and .
Why it works. For the finite sum, subtract from : every middle term cancels, leaving . When , as grows, which collapses the numerator to .
Tip. The infinite formula needs . If the terms do not shrink and the sum diverges.