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Topic 1.02 · SL and HL

Arithmetic Sequences & Series (+Sigma notation): notes and practice questions

Summary
  • A sequence is an ordered set of numbers; terms are denoted by unu_n.
  • A series is the sum of terms in a sequence; the sum of the first nn terms is SnS_n.
  • In an arithmetic sequence, the difference between consecutive terms is constant, called the common difference, dd.
  • The nn th term of an arithmetic sequence: un=u1+(n−1)du_n = u_1 + (n - 1)d.
  • The sum of the first nn terms of an arithmetic series (given u1u_1 and dd): Sn=n2(2u1+(n−1)d)S_n = \frac{n}{2}(2u_1 + (n - 1)d).
  • The sum of the first nn terms of an arithmetic series (given u1u_1 and unu_n): Sn=n2(u1+un)S_n = \frac{n}{2}(u_1 + u_n).
  • Sigma notation ∑\sum concisely represents the sum of a sequence's terms, with limits specifying start and end terms.
  • To find u1u_1 and dd from two given terms, set up a system of two linear equations using un=u1+(n−1)du_n = u_1 + (n - 1)d and solve using a GDC.
  • Evaluate sigma notation directly using the GDC's built-in summation function.
  • Arithmetic sequences model situations where a quantity changes by a fixed amount, such as simple interest.

How it is examined

A staple of Paper 1 at both levels, usually as a short two or three part question that gives a real context and asks for a term, then a sum, then something interpretive. The "not perfectly arithmetic" clause is what makes AI's version different from AA's: data that is roughly linear gets an approximate common difference, and the question then asks whether the model is reasonable. Simple interest lives here, compound interest lives in SL 1.4.

Given in the booklet

The nnth term un=u1+(n−1)du_n = u_1 + (n-1)d and the sum Sn=n2(2u1+(n−1)d)=n2(u1+un)S_n = \frac{n}{2}\left(2u_1 + (n-1)d\right) = \frac{n}{2}(u_1 + u_n).

Key ideas
  • Work with arithmetic sequences and series.
  • Use the formulae for the nnth term and for the sum of the first nn terms.
  • Use sigma notation for sums of arithmetic sequences.
  • Apply arithmetic sequences to real situations.

Linking questions

  • International-mindedness: Aryabhatta is sometimes called the father of algebra, compare with al-Khwarizmi. The use of several alphabets in mathematical notation, for example capital sigma for a sum.
  • TOK: is all knowledge concerned with identifying and using patterns? Consider Fibonacci numbers and the golden ratio.

Practice questions

31 questions · 1 easy · 19 medium · 11 hard
Showing 20 of 20

Question 1

EasyPaper 2 · calculator7 marks
(a)

(a) The total cost, CC, of electricity for a small business varies directly with the number of kilowatt-hours, EE, consumed.

If the business consumed 15001500 kilowatt-hours of electricity and the total cost was 270270, find a relationship connecting CC and EE.

[3]
(b)

(b) Find the total cost if the business consumes 25002500 kilowatt-hours of electricity.

[2]
(c)

(c) Find how many kilowatt-hours were consumed if the total cost was $360.

[2]

Question 2

MediumPaper 1 · calculator10 marks
(a)(i)

A new manufacturing plant, 'InnovateTech', began production. On its first day, the plant produced 1200 units. Due to an optimized workflow, the production increased by 80 units on each subsequent day.

Calculate the number of units produced by InnovateTech on day 15 of its operation.

[3]
(a)(ii)

Another plant, 'QuantumFab', also started production on the same day, producing 1000 units. QuantumFab increased its production by 3% of the previous day's output on each subsequent day.

Calculate the number of units produced by QuantumFab on day 15 of its operation.

[3]
(b)

On which day, nn, will QuantumFab's production exceed InnovateTech's production for the first time?

[4]

Question 3

HardPaper 2 · calculator15 marks
(a)

(a) A local community group, "Green Spaces", is fundraising for a new park playground. They received an initial donation of £750 and plan to collect £200 each month from local businesses. Their goal is to raise £12,000.

Determine how many more months it will take the group to fundraise for their goal.

[3]
(b)

(b) To speed up the fundraising, the group decides to increase the monthly contribution by a fixed amount of £kk each month, starting from the original £200200, so they can reach their £12 00012\,000 goal within 18 months.

Find the smallest value of kk (rounded to the nearest dollar) so that the group can achieve their goal.

[5]
(c)

(c) If the "Green Spaces" group continues to increase their monthly contributions at the rate found in part (b) and spends none of it, they aim for a larger milestone of £25 00025\,000 to include additional facilities.

Determine after how many more months (from the end of the 18-month period in part (b) ) they will have at least £25 00025\,000 fundraised.

[7]

Question 4

MediumPaper 1 · calculator5 marks
(a)

Tech Innovations is a company that produces a new line of smart devices. In its first year of operation, the company produced 15000 units. Due to efficient scaling, the production increases by 8% of the initial production at the start of each subsequent year.

The annual production figures form an arithmetic sequence.

(a) Calculate the common difference of this sequence.

[2]
(b)

(b) After kk complete years, the annual production will exceed 30000 units for the first time.

Find the value of kk.

[3]

Question 5

HardPaper 1 · calculator11 marks
(a)(i)

(a) A tech startup's monthly revenue is modelled as a geometric sequence. The revenue in the first month was R1R_1 dollars, and it increases by a constant factor kk each month.

(i) Write down an expression in terms of R1R_1 and kk for the revenue in the nnth month, RnR_n.

[1]
(a)(ii)

(ii) Write down an expression for the total revenue generated over the first NN months, SNS_N.

[2]
(b)

(b) The marketing team measures the 'growth potential' GnG_n of the startup in the nnth month using the formula Gn=log⁡10RnG_n = \log_{10} R_n.

By writing GnG_n in terms of R1R_1 and kk, determine what type of sequence GnG_n defines, and find an expression for the nnth term GnG_n. You must clearly show your working and justify your answer.

[4]
(c)

(c) Find an expression for the sum TNT_N of the growth potential over the first NN months.

[2]
(d)

(d) Determine whether or not TN=log⁡10SNT_N = \log_{10} S_N. Justify your answer.

[2]

Question 6

MediumPaper 2 · calculator13 marks
(a)

A robotic arm is designed to sweep through a fixed angle of 60 degrees. The arm starts with an initial length of 5 cm and then extends by 2 cm for each subsequent sweep. The path traced by the tip of the arm forms an arc of a circle.

(a) Find the length of the arc traced during the first sweep.

[2]
(b)

(b) Find the length of the arc traced during the second sweep.

[2]
(c)

(c) Find the length of the arc traced during the third sweep.

[2]
(d)

(d) Describe the relationship between the lengths of the arcs traced during the first, second, and third sweeps. Hence, find the lengths of the arcs traced during the fourth and fifth sweeps without performing full calculations.

[4]
(e)

(e) Determine the area of the sector traced by the arm during its sixth sweep.

[3]

Question 7

HardPaper 1 · calculator12 marks
(a)(i)

A construction company, 'BuildFast', is undertaking a large infrastructure project. The project is divided into 12 distinct phases.

Two teams, Team Alpha and Team Beta, are assigned to complete the project, working in parallel on different aspects.

Team Alpha's efficiency: The first phase takes them 33 minutes 3030 seconds. Due to a new process, the time Team Alpha takes to complete each subsequent phase is 55 seconds less than the previous phase.

Team Beta's efficiency: The first phase also takes them 33 minutes 3030 seconds. Due to a continuous learning curve, the time Team Beta takes to complete each subsequent phase is 0.950.95 times the time they took for the previous phase.

(a) (i) State the time Team Alpha takes to complete the third phase of the project.

[2]
(a)(ii)

(a) (ii) Show that Team Beta takes approximately 33 minutes 1010 seconds (to the nearest second) to complete the third phase of the project.

[3]
(b)

(b) Both teams complete all 1212 phases of the project. Show that Team Beta completes the entire project faster than Team Alpha.

[6]
(c)

(c) Hence, state the value of the time difference, correct to the nearest second, between their total project completion times.

[1]

Question 8

MediumPaper 1 · calculator10 marks
(a)

A small business is tracking its monthly profit. The profits for the first four months, in thousands of dollars, form an arithmetic sequence. These profits are given by 2a+b2a+b, a+3ba+3b, 4a−2b4a-2b, and 3a+5b−13a+5b-1 respectively.

Find the value of aa and the value of bb.

[5]
(b)

Find the least number of months required for the total accumulated profit to exceed $50,000.

[5]

Question 9

HardPaper 2 · calculator16 marks
(a)

(a) TechCraft Innovations starts with an annual production of 15001500 drones. Due to market demand and efficiency improvements, the production increases by 8%8\% each year on the previous year's output.

Justify that the annual drone production over the years forms a geometric sequence, and state its common ratio.

[2]
(b)

(b) Determine TechCraft Innovations' annual drone production during the third year of operation.

[2]
(c)

(c) Find the total number of drones produced by TechCraft Innovations during the first 88 years of operation, correct to the nearest whole number.

[3]
(d)

(d) After the initial offer, TechCraft Innovations considers an alternative production plan. They want to start with the same annual production of 15001500 drones, but with a fixed annual increase of dd drones. The company's financial manager agrees to this new plan if the total production over the 88 years remains the same as it was in the original geometric plan.

Determine the value of dd, correct to two decimal places, that satisfies the financial manager's conditions.

[5]
(e)

(e) Hence, determine the number of years for which the second plan (arithmetic) gives TechCraft Innovations a higher annual production than the first plan (geometric).

[4]

Question 10

MediumPaper 1 · calculator7 marks
(a)

A set of numbered cards is created, where each card has a number that is a multiple of 44. The numbers start from 44 and go up to 6n6n, where nn is an even positive integer.

Calculate the total number of cards in the set, in terms of nn.

[3]
(b)

Find the probability, in terms of nn, that a card selected at random from the set shows a number that is divisible by 66.

[4]

Question 11

HardPaper 2 · calculator16 marks
(a)

A new electronics company, 'TechFlow', launched its flagship product. Let nn be the number of years since the product's launch. The sales team recorded the following data for the first two years.

Year (nn)Units Sold (unu_n)
15000
25400

Calculate the percentage increase in units sold from the first year to the second year.

[2]
(b)(i)

It is assumed that the number of units sold each year will follow a geometric sequence, unu_n.

Write down the common ratio of the sequence.

[1]
(b)(ii)

Find an expression for unu_n.

[1]
(b)(iii)

Find the number of units TechFlow expects to sell when n=15n = 15. Express your answer to the nearest integer.

[2]
(c)

In the first year, TechFlow's production facility had a capacity of 55005500 units. The company plans to increase its production capacity by 400400 units every year.

Let vnv_n represent the production capacity of the facility in year nn.

Write down an expression for vnv_n.

[2]
(d)

For the first 1212 years, TechFlow ensures that all units produced are sold. Each unit sold generates a profit of $30.

Calculate the total profit generated from units sold in the first 1212 years.

[3]
(e)

When n=kn = k, the number of units demanded (sales) will, for the first time, exceed the production capacity.

Find kk.

[3]
(f)

State whether, for all n>kn > k, TechFlow will consistently have sales exceeding its production capacity.

Justify your answer.

[2]

Question 12

MediumPaper 2 · calculator6 marks
(a)

A new automated assembly line begins production by manufacturing 1515 components on its first day of operation. Due to continuous optimization, the number of components produced increases by a constant amount each day. On the last day of this initial production phase, the assembly line manufactured 35.435.4 components. The daily increase in production is 0.60.6 components.

(a) Determine the total number of days this initial production phase lasted.

[3]
(b)

(b) Calculate the total number of components produced during this initial production phase.

[3]

Question 13

HardPaper 2 · calculator15 marks
(a)

Leo, a baker, starts a new production schedule. On the first day, he bakes 1515 loaves of bread. On each subsequent day, he plans to bake 88 more loaves than he did the day before.

Calculate the number of loaves Leo would bake on the 1010th day.

[3]
(b)

Leo plans to bake according to this schedule for a total of 1212 days.

Calculate the total number of loaves he would have baked by the end of the 1212th day.

[2]
(c)

Leo wants to have at least 12001200 loaves of bread available after 1212 days. He still plans to bake 1515 loaves on the first day, but he will increase the number of loaves baked each subsequent day by xx (instead of 88).

Given that he will still bake for a total of 1212 days, calculate the minimum integer value of xx required for him to reach his target.

[3]
(d)

Leo then decides to experiment with a new type of dough. He drops a small ball of this dough from a height. After the first bounce, the ball reaches a height of 8080 cm. On each successive bounce, the height the ball reaches is 85%85\% of its previous height.

Calculate the height the ball reaches after the 66th bounce.

[3]
(e)

Calculate the total vertical distance travelled by the ball during the first 1010 bounces (i.e., the sum of the heights reached from the 11st bounce to the 1010th bounce).

[2]
(f)

Calculate the initial height from which Leo dropped the ball before the first recorded bounce.

[2]

Question 14

MediumPaper 2 · calculator7 marks
(a)

(a) A start-up company's profit in its first month of operation was 15000.Duetoaconsistentgrowthstrategy,theprofitincreasedby15000. Due to a consistent growth strategy, the profit increased by 750 each subsequent month.

Find the profit for the second and third months.

[2]
(b)

(b) Write down an expression for PnP_n, the profit in the nn-th month, in terms of nn.

[2]
(c)

(c) The company aims to achieve a monthly profit greater than 35000.Findthesmallestnumberofmonths,35000. Find the smallest number of months, n,forwhichtheprofitwillexceed, for which the profit will exceed 35000.

[3]

Question 15

HardPaper 2 · calculator18 marks
(a)

(a) An architect is designing a modular facade for a building. Each module is based on a fundamental rectangular panel, PP. The vertices of panel PP are (0,0)(0,0), (3,0)(3,0), (3,2)(3,2), and (0,2)(0,2).

Show that the area of the panel PP is 66 square units.

[2]
(b)(i)

(b) The design incorporates 30 elements, each obtained by transforming the panel PP. These elements form a symmetric pattern, with the y-axis acting as a line of symmetry.

The transformation that produces each of the elements on the right side of the design can be represented by a matrix of the form

Mk=((1−k15)cos⁡(k×12°)−(1−k15)sin⁡(k×12°)(1−k15)sin⁡(k×12°)(1−k15)cos⁡(k×12°))M_k = \begin{pmatrix} (1-\frac{k}{15})\cos(k\times12\degree) & -(1-\frac{k}{15})\sin(k\times12\degree) \\ (1-\frac{k}{15})\sin(k\times12\degree) & (1-\frac{k}{15})\cos(k\times12\degree) \end{pmatrix}

where k=0,1,2,...,14k = 0, 1, 2, ..., 14.

(i) Find the matrix M0M_0. Give your answer in the form (abcd)\begin{pmatrix} a & b \\ c & d \end{pmatrix} where a,b,c,d∈Qa, b, c, d \in \mathbb{Q}.

[2]
(b)(ii)

(ii) Hence find the coordinates of the image of the vertex (3,2)(3,2) after it is transformed by the matrix M0M_0.

[2]
(c)(i)

(c) The matrix MkM_k can be expressed as the product of a rotation matrix and an enlargement matrix.

(i) Write down, in terms of kk, the rotation matrix.

[1]
(c)(ii)

(ii) Write down, in terms of kk, the enlargement matrix.

[1]
(c)(iii)

(iii) Write down, in terms of kk, the angle of the rotation.

[1]
(c)(iv)

(iv) Write down, in terms of kk, the scale factor of the enlargement.

[1]
(d)

(d) Using your answer to part (c)(iv), or otherwise, find the determinant of the matrix MkM_k in terms of kk.

[2]
(e)

(e) Hence, or otherwise, find the total area of the elements in the whole design. Give your answer to three significant figures.

[4]
(f)

(f) Each element on the left side of the design can be obtained through a transformation of the panel PP by applying the matrix NkN_k, where k=0,1,2,...,14k = 0, 1, 2, ..., 14.

Write down the matrix NkN_k as a product of two matrices.

[2]

Question 16

MediumPaper 2 · calculator5 marks
(a)

A mountain climber starts at an altitude of 45004500 meters and descends at a constant rate of 180180 meters per hour. Let ana_n represent the climber's altitude after nn hours.

Show that the sequence of altitudes ana_n forms an arithmetic sequence.

[2]
(b)

Find the smallest number of hours, kk, for which the climber's altitude is below 12001200 meters.

[3]

Question 17

HardPaper 2 · calculator21 marks
(a)

Maya is planning for her retirement and decides to invest in two different funds, Fund A and Fund B, both starting with an initial deposit of 1200012000 AUD.

For Fund A, Maya makes annual contributions. She contributes 800800 AUD at the end of the first year, 870870 AUD at the end of the second year, 940940 AUD at the end of the third year, and so on. The amount of contribution continues to increase each year, following an arithmetic sequence.

Find the common difference of the annual contributions.

[2]
(b)

Find the amount of contribution, in AUD, Maya makes at the end of the 10th year.

[3]
(c)

Show that the total amount of money in Fund A after nn years may be expressed as 12000+n2(1530+70n)12000+\frac{n}{2}(1530+70n).

[3]
(d)

Hence or otherwise, find the total amount of money in Fund A at the end of 15 years.

[2]
(e)

Fund B also starts with an initial deposit of 1200012000 AUD. It pays an annual interest rate of 5.5%5.5\% compounded annually. The amount in Fund B after nn years can be expressed as 12000×Bn12000 \times B^n where B∈RB\in \mathbb{R}.

Write down the value of BB.

[1]
(f)

Hence or otherwise, show that Fund A will have more money than Fund B at the end of 15 years.

[4]
(g)

The client is interested in a longer-term investment. Maya finds that it will take at least mm complete years for the amount in Fund B to exceed the amount in Fund A.

Find the value of mm.

[3]
(h)

Determine the total interest added to Fund B at the end of mm years.

Give your answer correct to the nearest dollar.

[3]

Question 18

MediumPaper 2 · calculator7 marks
(a)

A productivity coach challenges their client to complete a growing number of tasks each day. On the first day, the client completes 1515 tasks. Each subsequent day, the client completes 33 more tasks than the previous day.

(a) Write down an expression for SnS_n, the total number of tasks completed after nn days.

[3]
(b)

(b) Hence, find the number of days, nn, it takes for the client to complete a total of 870870 tasks.

[4]

Question 19

HardPaper 2 · calculator15 marks
(a)(i)

(a) A new social media app, "Connectify", reported a user base of 15.7315.73 million users at the end of its first year.

(i) Write down 15.7315.73 million correct to the nearest million.

[1]
(a)(ii)

(ii) Find the percentage error if 15.7315.73 million is rounded to the nearest million.

[2]
(b)

Connectify's initial user growth followed an arithmetic progression. In the first month, they gained 50005000 new users. In the second month, they gained 70007000 new users, and in the third month, 90009000 new users.

(b) Find the month during which Connectify gained 3500035000 new users.

[3]
(c)

(c) Calculate the total number of new users Connectify gained in the first 1212 months.

[2]
(d)

Meanwhile, LinkUp, a rival platform, started with an advertising budget of 100000100000 in the first quarter. Due to its success, they decided to increase their budget by 15%15\% each subsequent quarter.

(d) Determine the first quarter in which LinkUp's advertising budget exceeds $500000.

[4]
(e)

(e) Find the first quarter that the total advertising expenditure by LinkUp, since the start, exceeds $2000000.

[3]

Question 20

MediumPaper 1 · calculator6 marks
(a)

The daily production, PnP_n, of a new electronic gadget on the nn-th day of operation is modelled by the arithmetic sequence formula Pn=138+12nP_n = 138 + 12n.

(a) State the production on the first day.

[1]
(b)

(b) Calculate the production on the 3030th day.

[2]
(c)

(c) Explain why a production target of 500500 gadgets cannot be met exactly on any particular day according to this model.

[3]

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What does Arithmetic Sequences & Series (+Sigma notation) cover in IB Maths AI?

A sequence is an ordered set of numbers; terms are denoted by u_n. A series is the sum of terms in a sequence; the sum of the first n terms is S_n. In an arithmetic sequence, the difference between consecutive terms is constant, called the common difference, d.

Is Arithmetic Sequences & Series (+Sigma notation) SL or HL?

Both. SL and HL students study Arithmetic Sequences & Series (+Sigma notation) to the same depth.

How do I revise Arithmetic Sequences & Series (+Sigma notation) for IB Maths AI?

Start from the core idea: a sequence is an ordered set of numbers; terms are denoted by u_n. In the exam: a staple of Paper 1 at both levels, usually as a short two or three part question that gives a real context and asks for a term, then a sum, then something interpretive. The "not perfectly arithmetic" clause is what makes AI's version different from AA's: data that is roughly linear gets an approximate common difference, and the question then asks whether the model is reasonable. Then practise exam-style questions, easiest first, writing out every step of your working before you check it.

How does FourtyFive help me practise Arithmetic Sequences & Series (+Sigma notation)?

FourtyFive has 31 Arithmetic Sequences & Series (+Sigma notation) questions. Every answer you write is marked mark by mark, IB-style, and you see where each mark was won or lost. Every part has a hint, the AI tutor helps you through the step you are stuck on, and your Study Profile picks what to practise next.

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Can I handwrite Arithmetic Sequences & Series (+Sigma notation) answers on an iPad?

Yes. In the FourtyFive iPad app you write your working by hand with Apple Pencil, the way you would on paper, and it is marked the same way.

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