Arithmetic Sequences & Series (+Sigma notation): notes and practice questions
- A sequence is an ordered set of numbers; terms are denoted by .
- A series is the sum of terms in a sequence; the sum of the first terms is .
- In an arithmetic sequence, the difference between consecutive terms is constant, called the common difference, .
- The th term of an arithmetic sequence: .
- The sum of the first terms of an arithmetic series (given and ): .
- The sum of the first terms of an arithmetic series (given and ): .
- Sigma notation concisely represents the sum of a sequence's terms, with limits specifying start and end terms.
- To find and from two given terms, set up a system of two linear equations using 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.
The th term and the sum .
- Work with arithmetic sequences and series.
- Use the formulae for the th term and for the sum of the first 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 hardQuestion 1
EasyPaper 2 · calculator7 marks(a) The total cost, , of electricity for a small business varies directly with the number of kilowatt-hours, , consumed.
If the business consumed kilowatt-hours of electricity and the total cost was , find a relationship connecting and .
(b) Find the total cost if the business consumes kilowatt-hours of electricity.
(c) Find how many kilowatt-hours were consumed if the total cost was $360.
Recall that direct variation means one variable is a constant multiple of the other. Set up an equation and use the given values to find the constant of proportionality.
Use the relationship found in part (a) and substitute the new value for the number of kilowatt-hours.
Use the relationship from part (a) and substitute the given cost. Then, solve for the number of kilowatt-hours.
Question 2
MediumPaper 1 · calculator10 marksA 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.
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.
On which day, , will QuantumFab's production exceed InnovateTech's production for the first time?
This scenario describes an arithmetic sequence. Identify the first term and the common difference, then use the formula for the n-th term.
This scenario describes a geometric sequence. Identify the first term and the common ratio, then use the formula for the n-th term.
Set up an inequality where the geometric sequence term is greater than the arithmetic sequence term. You will likely need a GDC to solve this inequality graphically or numerically.
Question 3
HardPaper 2 · calculator15 marks(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.
(b) To speed up the fundraising, the group decides to increase the monthly contribution by a fixed amount of £ each month, starting from the original £, so they can reach their £ goal within 18 months.
Find the smallest value of (rounded to the nearest dollar) so that the group can achieve their goal.
(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 £ 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 £ fundraised.
Calculate the remaining amount needed and divide by the monthly contribution. Remember to round up to the nearest whole month if the goal is reached partway through a month.
This is an arithmetic series problem. The sum of the series () should cover the remaining amount needed. Use the formula . Here, is the first monthly contribution, is , and is 18 months.
Calculate the total number of months from the very beginning required to reach £. Remember to include the initial donation and use the arithmetic series sum with the value from part (b). You will need to solve a quadratic equation for . Then subtract the 18 months already passed.
Question 4
MediumPaper 1 · calculator5 marksTech 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.
(b) After complete years, the annual production will exceed 30000 units for the first time.
Find the value of .
Remember that simple interest or a fixed percentage of the initial amount added each period results in an arithmetic sequence. The common difference is this fixed added amount.
Set up an inequality using the formula for the term of an arithmetic sequence. Be careful with whether 'k complete years' refers to the term or the term.
Question 5
HardPaper 1 · calculator11 marks(a) A tech startup's monthly revenue is modelled as a geometric sequence. The revenue in the first month was dollars, and it increases by a constant factor each month.
(i) Write down an expression in terms of and for the revenue in the th month, .
(ii) Write down an expression for the total revenue generated over the first months, .
(b) The marketing team measures the 'growth potential' of the startup in the th month using the formula .
By writing in terms of and , determine what type of sequence defines, and find an expression for the th term . You must clearly show your working and justify your answer.
(c) Find an expression for the sum of the growth potential over the first months.
(d) Determine whether or not . Justify your answer.
Recall the formula for the th term of a geometric sequence. The first term is and the common ratio is .
Recall the formula for the sum of the first terms of a geometric sequence.
Substitute the expression for from part (a.i) into the formula for . Then use the properties of logarithms to simplify the expression and identify the type of sequence.
Use the formula for the sum of the first terms of an arithmetic sequence, using the first term and common difference found in part (b).
Compare the expression for from part (c) with , where is from part (a.ii). Consider the properties of logarithms, specifically how they interact with sums and products.
Question 6
MediumPaper 2 · calculator13 marksA 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.
(b) Find the length of the arc traced during the second sweep.
(c) Find the length of the arc traced during the third sweep.
(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.
(e) Determine the area of the sector traced by the arm during its sixth sweep.
Remember to convert the angle to radians before using the arc length formula, .
The arm extends by 2 cm for each subsequent sweep. What is the new radius?
Continue the pattern of extension for the radius.
Look for a common difference or common ratio between the arc lengths. Once you identify the pattern, apply it to find the subsequent terms.
First, find the radius of the arm during its sixth sweep. Then use the formula for the area of a sector, .
Question 7
HardPaper 1 · calculator12 marksA 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 minutes seconds. Due to a new process, the time Team Alpha takes to complete each subsequent phase is seconds less than the previous phase.
Team Beta's efficiency: The first phase also takes them minutes seconds. Due to a continuous learning curve, the time Team Beta takes to complete each subsequent phase is 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.
(a) (ii) Show that Team Beta takes approximately minutes seconds (to the nearest second) to complete the third phase of the project.
(b) Both teams complete all phases of the project. Show that Team Beta completes the entire project faster than Team Alpha.
(c) Hence, state the value of the time difference, correct to the nearest second, between their total project completion times.
Team Alpha's completion times form an arithmetic sequence. Remember to convert the initial time to seconds for easier calculation.
Team Beta's completion times form a geometric sequence. Calculate the third term and then convert to minutes and seconds, rounding to the nearest second.
You need to calculate the sum of the first 12 terms for both the arithmetic and geometric sequences. Then compare the total times.
Subtract the total times calculated in part (b) and round the result to the nearest second.
Question 8
MediumPaper 1 · calculator10 marksA 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 , , , and respectively.
Find the value of and the value of .
Find the least number of months required for the total accumulated profit to exceed $50,000.
Recall that in an arithmetic sequence, the difference between consecutive terms is constant. Use this property to set up a system of linear equations.
Use the formula for the sum of an arithmetic series, , and set up an inequality. Remember the profits are in thousands of dollars.
Question 9
HardPaper 2 · calculator16 marks(a) TechCraft Innovations starts with an annual production of drones. Due to market demand and efficiency improvements, the production increases by 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.
(b) Determine TechCraft Innovations' annual drone production during the third year of operation.
(c) Find the total number of drones produced by TechCraft Innovations during the first years of operation, correct to the nearest whole number.
(d) After the initial offer, TechCraft Innovations considers an alternative production plan. They want to start with the same annual production of drones, but with a fixed annual increase of drones. The company's financial manager agrees to this new plan if the total production over the years remains the same as it was in the original geometric plan.
Determine the value of , correct to two decimal places, that satisfies the financial manager's conditions.
(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).
A geometric sequence is formed when each term is found by multiplying the previous term by a constant value. Consider how a percentage increase on the previous value translates into a multiplicative factor.
Use the formula for the -th term of a geometric sequence: . Remember that is the starting production.
Use the formula for the sum of the first terms of a geometric sequence: . Remember to round your final answer to the nearest whole number.
The total production for the arithmetic plan must equal the total production from the geometric plan (found in part c). Use the formula for the sum of an arithmetic series: . Solve for .
You need to compare the general term for both sequences: and . Test values of (from to ) to see when the arithmetic production exceeds the geometric production.
Question 10
MediumPaper 1 · calculator7 marksA set of numbered cards is created, where each card has a number that is a multiple of . The numbers start from and go up to , where is an even positive integer.
Calculate the total number of cards in the set, in terms of .
Find the probability, in terms of , that a card selected at random from the set shows a number that is divisible by .
The numbers on the cards form an arithmetic sequence. Identify the first term, common difference, and the last term. Use the formula for the -th term of an arithmetic sequence to find .
For a number to be divisible by both and , it must be a multiple of their least common multiple (LCM). Determine the LCM of and , then count how many such multiples exist within the given range.
Question 11
HardPaper 2 · calculator16 marksA new electronics company, 'TechFlow', launched its flagship product. Let be the number of years since the product's launch. The sales team recorded the following data for the first two years.
| Year () | Units Sold () |
|---|---|
| 1 | 5000 |
| 2 | 5400 |
Calculate the percentage increase in units sold from the first year to the second year.
It is assumed that the number of units sold each year will follow a geometric sequence, .
Write down the common ratio of the sequence.
Find an expression for .
Find the number of units TechFlow expects to sell when . Express your answer to the nearest integer.
In the first year, TechFlow's production facility had a capacity of units. The company plans to increase its production capacity by units every year.
Let represent the production capacity of the facility in year .
Write down an expression for .
For the first 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 years.
When , the number of units demanded (sales) will, for the first time, exceed the production capacity.
Find .
State whether, for all , TechFlow will consistently have sales exceeding its production capacity.
Justify your answer.
To calculate the percentage increase, use the formula: .
The common ratio of a geometric sequence is found by dividing any term by its preceding term.
The general term of a geometric sequence is given by , where is the first term and is the common ratio.
Substitute into your expression for and calculate the value. Remember to round to the nearest integer.
The production capacity follows an arithmetic sequence. The general term of an arithmetic sequence is , where is the first term and is the common difference.
First, find the total number of units produced (and sold) in the first 12 years using the sum of an arithmetic sequence formula: . Then multiply by the profit per unit.
You need to find the smallest integer for which . You can do this by setting up an inequality and solving it graphically or by testing values.
Consider the long-term behavior of geometric sequences versus arithmetic sequences. How do their growth rates compare?
Question 12
MediumPaper 2 · calculator6 marksA new automated assembly line begins production by manufacturing 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 components. The daily increase in production is components.
(a) Determine the total number of days this initial production phase lasted.
(b) Calculate the total number of components produced during this initial production phase.
Recall the formula for the -th term of an arithmetic sequence: . Identify the first term, common difference, and the last term from the problem description.
Now that you know the number of days (terms), the first term, and the last term, use the formula for the sum of an arithmetic series: .
Question 13
HardPaper 2 · calculator15 marksLeo, a baker, starts a new production schedule. On the first day, he bakes loaves of bread. On each subsequent day, he plans to bake more loaves than he did the day before.
Calculate the number of loaves Leo would bake on the th day.
Leo plans to bake according to this schedule for a total of days.
Calculate the total number of loaves he would have baked by the end of the th day.
Leo wants to have at least loaves of bread available after days. He still plans to bake loaves on the first day, but he will increase the number of loaves baked each subsequent day by (instead of ).
Given that he will still bake for a total of days, calculate the minimum integer value of required for him to reach his target.
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 cm. On each successive bounce, the height the ball reaches is of its previous height.
Calculate the height the ball reaches after the th bounce.
Calculate the total vertical distance travelled by the ball during the first bounces (i.e., the sum of the heights reached from the st bounce to the th bounce).
Calculate the initial height from which Leo dropped the ball before the first recorded bounce.
This scenario describes an arithmetic sequence. Recall the formula for the th term of an arithmetic sequence: . Identify the first term (), the common difference (), and the term number () you need to find.
To find the total number of loaves, you need to calculate the sum of an arithmetic series. The formula for the sum of the first terms is . Use the values for , , and from the problem.
Set up the sum of an arithmetic series formula () with the target total () and solve for . Remember that must be an integer, and you need the minimum integer value to reach at least loaves.
This situation describes a geometric sequence. The formula for the th term of a geometric sequence is . Identify the first term (), the common ratio (), and the term number () you need to find.
To find the total distance, you need to calculate the sum of a geometric series. The formula for the sum of the first terms is . Use the values for , , and from the problem.
The first recorded bounce height () is of the initial drop height (). You can set up an equation and solve for .
Question 14
MediumPaper 2 · calculator7 marks(a) A start-up company's profit in its first month of operation was 750 each subsequent month.
Find the profit for the second and third months.
(b) Write down an expression for , the profit in the -th month, in terms of .
(c) The company aims to achieve a monthly profit greater than n35000.
Recall that in an arithmetic sequence, each term is found by adding the common difference to the previous term. The formula for the -th term is .
Use the general formula for the -th term of an arithmetic sequence: . Substitute the given first term and common difference.
Set up an inequality using the general term from part (b): . Solve this inequality for , remembering that must be an integer.
Question 15
HardPaper 2 · calculator18 marks(a) An architect is designing a modular facade for a building. Each module is based on a fundamental rectangular panel, . The vertices of panel are , , , and .
Show that the area of the panel is square units.
(b) The design incorporates 30 elements, each obtained by transforming the panel . 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
where .
(i) Find the matrix . Give your answer in the form where .
(ii) Hence find the coordinates of the image of the vertex after it is transformed by the matrix .
(c) The matrix can be expressed as the product of a rotation matrix and an enlargement matrix.
(i) Write down, in terms of , the rotation matrix.
(ii) Write down, in terms of , the enlargement matrix.
(iii) Write down, in terms of , the angle of the rotation.
(iv) Write down, in terms of , the scale factor of the enlargement.
(d) Using your answer to part (c)(iv), or otherwise, find the determinant of the matrix in terms of .
(e) Hence, or otherwise, find the total area of the elements in the whole design. Give your answer to three significant figures.
(f) Each element on the left side of the design can be obtained through a transformation of the panel by applying the matrix , where .
Write down the matrix as a product of two matrices.
Recall the formula for the area of a rectangle. The vertices define the width and height of the rectangle.
Substitute into the given matrix formula and simplify the trigonometric functions for .
Multiply the matrix by the column vector representing the vertex .
Identify the standard form of a rotation matrix and extract the relevant parts from .
Identify the standard form of an enlargement matrix and extract the relevant parts from .
The angle of rotation is directly given by the argument of the trigonometric functions in the rotation matrix.
The scale factor is the value in the enlargement matrix.
The determinant of a transformation matrix represents the scale factor of area. For a combined rotation and enlargement, the determinant is the square of the enlargement scale factor.
The area of a transformed shape is the original area multiplied by the absolute value of the determinant of the transformation matrix. Remember there are 15 elements on the right side and 15 on the left, making a total of 30 elements. Sum the areas for to and then multiply by 2.
A reflection across the y-axis can be represented by a specific transformation matrix. The elements on the left side are reflections of the elements on the right side.
Question 16
MediumPaper 2 · calculator5 marksA mountain climber starts at an altitude of meters and descends at a constant rate of meters per hour. Let represent the climber's altitude after hours.
Show that the sequence of altitudes forms an arithmetic sequence.
Find the smallest number of hours, , for which the climber's altitude is below meters.
To show that a sequence is arithmetic, you need to demonstrate that the difference between consecutive terms is constant. Calculate .
Set up an inequality where the altitude is less than . Remember to consider that must be an integer.
Question 17
HardPaper 2 · calculator21 marksMaya 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 AUD.
For Fund A, Maya makes annual contributions. She contributes AUD at the end of the first year, AUD at the end of the second year, 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.
Find the amount of contribution, in AUD, Maya makes at the end of the 10th year.
Show that the total amount of money in Fund A after years may be expressed as .
Hence or otherwise, find the total amount of money in Fund A at the end of 15 years.
Fund B also starts with an initial deposit of AUD. It pays an annual interest rate of compounded annually. The amount in Fund B after years can be expressed as where .
Write down the value of .
Hence or otherwise, show that Fund A will have more money than Fund B at the end of 15 years.
The client is interested in a longer-term investment. Maya finds that it will take at least complete years for the amount in Fund B to exceed the amount in Fund A.
Find the value of .
Determine the total interest added to Fund B at the end of years.
Give your answer correct to the nearest dollar.
Identify the given contributions as terms of an arithmetic sequence and use the formula for the common difference: .
Use the formula for the -th term of an arithmetic sequence: . Remember and .
The total amount in Fund A is the initial deposit plus the sum of all annual contributions. Use the formula for the sum of an arithmetic sequence: .
Substitute into the formula derived in part (c).
For compound interest, the growth factor is .
Calculate the amount in Fund B after 15 years using the formula and compare it with the amount in Fund A after 15 years found in part (d).
Set up an inequality where the amount in Fund B is greater than the amount in Fund A: . Use a GDC (graphing, table, or solver) to find the smallest integer that satisfies this inequality.
Calculate the total amount in Fund B after years (from part (g) ) and subtract the initial deposit.
Question 18
MediumPaper 2 · calculator7 marksA productivity coach challenges their client to complete a growing number of tasks each day. On the first day, the client completes tasks. Each subsequent day, the client completes more tasks than the previous day.
(a) Write down an expression for , the total number of tasks completed after days.
(b) Hence, find the number of days, , it takes for the client to complete a total of tasks.
Recall the formula for the sum of an arithmetic series, , where is the first term and is the common difference.
Set your expression for from part (a) equal to and solve the resulting quadratic equation for . Remember that must be a positive integer.
Question 19
HardPaper 2 · calculator15 marks(a) A new social media app, "Connectify", reported a user base of million users at the end of its first year.
(i) Write down million correct to the nearest million.
(ii) Find the percentage error if million is rounded to the nearest million.
Connectify's initial user growth followed an arithmetic progression. In the first month, they gained new users. In the second month, they gained new users, and in the third month, new users.
(b) Find the month during which Connectify gained new users.
(c) Calculate the total number of new users Connectify gained in the first months.
Meanwhile, LinkUp, a rival platform, started with an advertising budget of in the first quarter. Due to its success, they decided to increase their budget by each subsequent quarter.
(d) Determine the first quarter in which LinkUp's advertising budget exceeds $500000.
(e) Find the first quarter that the total advertising expenditure by LinkUp, since the start, exceeds $2000000.
Identify the digit in the millions place and the digit immediately to its right (the hundreds of thousands place). If the digit to the right is 5 or greater, round up; otherwise, keep the millions digit as is.
The percentage error is calculated as . Use your answer from part (a)(i) as the approximate value.
Identify the first term () and the common difference () of the arithmetic sequence. Use the formula for the -th term of an arithmetic sequence, , and solve for .
Use the formula for the sum of the first terms of an arithmetic sequence, .
Identify the first term () and the common ratio () of the geometric sequence. Set up an inequality using the formula for the -th term of a geometric sequence, , and solve for . Remember to round up to the next whole number for the 'first quarter it exceeds'.
Use the formula for the sum of the first terms of a geometric sequence, . Set up an inequality and solve for . Remember to round up to the next whole number.
Question 20
MediumPaper 1 · calculator6 marksThe daily production, , of a new electronic gadget on the -th day of operation is modelled by the arithmetic sequence formula .
(a) State the production on the first day.
(b) Calculate the production on the th day.
(c) Explain why a production target of gadgets cannot be met exactly on any particular day according to this model.
To find the production on the first day, substitute into the given formula for .
To find the production on the th day, substitute into the formula for .
Set the formula for equal to and solve for . Consider what type of number must be for it to represent a 'day'.
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