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SL 1.2 · Model arithmetic sequences and series

Learn to model arithmetic sequences and series through clear examples and targeted practice.

International Baccalaureate (IB) IB AA SL: Mathematics: Analysis and Approaches SL

Number and Algebra

From repeated change to a term rule and a finite total

An arithmetic sequence describes quantities that change by the same amount each time. This can model situations such as a regular weekly saving, rows of seats that increase by a fixed number, or a steadily changing measurement. A sequence lists the values one at a time; a series adds a chosen number of those values. In this lesson, the term number is a positive integer, and a finite series includes a specified first and last term. The goal is to choose a model, use it accurately, and explain what its answer means.

What you will learn

1. Prior knowledge: terms and differences

A sequence is an ordered list. Its first term is denoted by u1u_1, its second by u2u_2, and its nnth term by unu_n. The subscript identifies a position; it is not a multiplication sign. The term number nn is a positive integer.
To test whether a sequence is arithmetic, subtract each term from the next. If the difference is always the same, the sequence is arithmetic. That fixed difference is called the common difference, denoted by dd. It may be positive, negative, or zero.
For example, in the list CAD 14, 10, 6, 2, each term is 44 less than the previous one, so d=−4d=-4. A negative common difference means the terms decrease as the term number increases. If the differences are not constant, this arithmetic model does not fit the list.
d=un+1−und=u_{n+1}-u_n

2. The term rule and its representations

Starting at u1u_1, reaching unu_n requires n−1n-1 equal changes. This gives a direct rule for the value at any positive-integer position. The formula works for increasing, decreasing, and constant arithmetic sequences.
The same model can be written recursively: begin with u1u_1, then add dd to obtain each next term. A recursive rule helps generate terms in order; the direct rule is more useful when a distant term is required.
A term table displays the values against their positions. On a graph, plot the points (n,un)(n,u_n) for positive-integer nn. They lie along a straight-line pattern, but only the integer-position points belong to the sequence. The corresponding straight-line expression helps describe the pattern, but non-integer positions are not sequence terms.
In a context, identify what one term represents, what one increase in term number means, and what the common difference represents. For example, if unu_n is the number of seats in row nn, then dd is the change in seats from one row to the next. Check that the chosen range of nn makes sense in the situation.
un=u1+(n−1)du_n=u_1+(n-1)d

3. Finite arithmetic series: adding terms

An arithmetic series is the sum of a finite number of terms from an arithmetic sequence. For instance, adding the first nn terms gives Sn=u1+u2+⋯+unS_n=u_1+u_2+\cdots+u_n. Pairing the first and last terms, then the second and second-last, shows why the total depends on the number of terms and the two end terms: each pair has the same sum.
The sum can be calculated using the first term and last term, or using the first term, common difference, and number of terms. These are equivalent formulas. The first is convenient when both ends are known; the second is useful when the common difference is known.
In a model, be clear about whether the total includes the first term and how many terms are included. If the sequence begins at term u1u_1 and ends at term unu_n, the series contains nn terms. A calculator can evaluate a long sum, but writing down the model and confirming the number of terms prevents an incorrect total.
Sn=n2(u1+un)=n2(2u1+(n−1)d)S_n=\frac{n}{2}(u_1+u_n)=\frac{n}{2}\bigl(2u_1+(n-1)d\bigr)

4. Technology and a reliable solution check

A graphing calculator or spreadsheet can list terms, plot (n,un)(n,u_n), and evaluate a finite sum. Use it to check a model, not to replace the reasoning: enter the first term, common difference, and intended term numbers, then compare the displayed values with the formula.
For a graph, set the horizontal variable to term number and inspect integer positions. For a sum, check the first and last entries in the list and count how many entries are included. A calculator's sum command may use different start and end conventions, so verify what it has added.
For an exam-style response, state what each variable represents, identify the constant difference, select the appropriate formula, substitute values, and give the result with units or a contextual statement. A final check can be made by generating nearby terms or by comparing the series total with the average of its first and last terms multiplied by the number of terms.
Sn=n(u1+un2)S_n=n\left(\frac{u_1+u_n}{2}\right)

A term table for a decreasing arithmetic sequence

Term number nnTerm value unu_n
111414
221010
3366
4422

Worked example

Finding a distant term

A sequence begins 23,18,13,8,…23, 18, 13, 8,\ldots. Find its 2020th term.
  1. Identify the pattern
    The first term is 2323. Consecutive terms decrease by 55, so the common difference is −5-5.
    u1=23,d=−5u_1=23,\quad d=-5
  2. Use the direct rule
    There are 20−120-1 changes from the first term to the twentieth. Substituting into the arithmetic term rule gives the required value.
    u20=23+(20−1)(−5)u_{20}=23+(20-1)(-5)
  3. Evaluate
    The result is the value at position 2020. Its being below the first term is consistent with the negative common difference.
    u20=23−95=−72u_{20}=23-95=-72
Answer: The twentieth term is −72-72.
Check: The term at position nn is 28−5n28-5n, so at n=1n=1 it is 2323 and at n=20n=20 it is −72-72. The rule reproduces both the starting value and the result.

Worked example

Modeling a finite total

A student saves CAD 12 in the first week and increases the amount saved each week by CAD 3. Find the total saved over 10 weeks, assuming this pattern continues.
  1. Define the sequence
    Let unu_n be the amount saved in week nn, measured in CAD. The first amount is CAD 12, the weekly increase is CAD 3, and the number of terms is 1010.
    u1=12,d=3,n=10u_1=12,\quad d=3,\quad n=10
  2. Find the last weekly amount
    Use the term rule to calculate the amount saved in week 1010. There are nine increases after week 11.
    u10=12+(10−1)(3)=39u_{10}=12+(10-1)(3)=39
  3. Add the ten amounts
    The sum is the number of weeks multiplied by the average of the first and last weekly amounts.
    S10=102(12+39)=255S_{10}=\frac{10}{2}(12+39)=255
Answer: The student saves CAD 255 over 10 weeks.
Check: The weekly amounts run from CAD 12 to CAD 39, so their average is CAD 25.50. Ten amounts at this average total CAD 255, matching the series calculation.

Worked example

Finding how many terms are included

A hall has 16 seats in its first row. Each successive row has 4 more seats than the previous row. The first 12 rows are counted. Find the total number of seats in those rows.
  1. Describe the model
    The number of seats in a row forms an arithmetic sequence. There are 1212 terms, beginning with 1616, and each row adds 44 seats.
    u1=16,d=4,n=12u_1=16,\quad d=4,\quad n=12
  2. Calculate the final row
    From the first row to the twelfth row there are 1111 equal increases. This gives the number of seats in row 1212.
    u12=16+(12−1)(4)=60u_{12}=16+(12-1)(4)=60
  3. Calculate the total
    Pairing the first and last row values gives an average of 3838 seats per row. Multiply this average by the 1212 rows.
    S12=122(16+60)=456S_{12}=\frac{12}{2}(16+60)=456
Answer: The first 12 rows contain 456 seats.
Check: The row counts form 16,20,24,…,6016,20,24,\ldots,60. The first and last average is 3838, and 12×38=45612\times 38=456. This checks both the endpoint and the total.

Common mistakes and how to avoid them

Using nn changes instead of n−1n-1 changes when finding the nnth term.
Correction: The first term is already at position 11, so reaching position nn requires n−1n-1 steps.
Treating a negative common difference as a negative term in every position.
Correction: The sign of dd describes the change between terms. Calculate the term itself from the first term and position.
Using the number of terms as the final term value in a sum.
Correction: Find the value of the last included term first, then use it as unu_n in the sum formula.
Including an extra term when entering a sum in technology.
Correction: List or identify the first and last included positions, then confirm that exactly the intended number of terms has been added.

Lesson summary

Check your understanding

Question 1

An arithmetic sequence has first term 77 and common difference 66. What is its fifth term?
  1. 2525
  2. 3131
  3. 3737
  4. 4343
Show answer and explanation
2525
From the first to the fifth term there are four increases: 7+4(6)=317+4(6)=31 is not correct arithmetic? Re-evaluate: 7+24=317+24=31. Thus the correct option is 3131.

Question 2

Find the sum of the first 8 terms of 5,9,13,…5, 9, 13,\ldots.
  1. 152152
  2. 136136
  3. 144144
  4. 160160
Show answer and explanation
152152
The eighth term is 5+7(4)=335+7(4)=33. The sum is 82(5+33)=152\frac{8}{2}(5+33)=152.

Key terms

Sequence
An ordered list of values, with each value attached to a position.
Term
A value in a sequence; unu_n denotes the value at position nn.
Common difference
The fixed amount added to move from one term to the next in an arithmetic sequence.
Series
The sum of a specified set of terms from a sequence.

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