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D · Sequences and series

AQA · A-Level · Mathematics · Topic 4

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4.1

Scope and prerequisites

AQA A-level Mathematics 7357, section D (Sequences and series), version 1.3 (first assessment 2018). Original teaching notes; objective-level mapping lives in content/teaching/aqa_a_level_mathematics/objective-review.yaml.

Prerequisites: GCSE arithmetic sequences and simultaneous equations. Each lesson develops its own method before independent transfer.

These are original teaching examples, not official AQA material.

Vocabulary Train
English
sequence/ˈsiːkwəns/
4.2

Sequences and series 数列

What would explain this observation?

  • A saver deposits the same amount every year while an investment grows by the same percentage every year. After eight years, which balance can you total exactly in one line?
  • Start with a prediction. State which of the two grows by addition and which by multiplication, and what each sum formula needs.

Build the model

  • An arithmetic sequence 等差数列 adds a constant difference: uₙ = a + (n − 1)d. Its series sums by pairing ends: Sₙ = n(a + uₙ)/2. A geometric sequence 等比数列 multiplies by a constant ratio: uₙ = arⁿ⁻¹, with Sₙ = a(1 − rⁿ)/(1 − r) for r ≠ 1.
  • An infinite geometric sum exists only when |r| < 1, because the terms shrink towards zero: S∞ = a/(1 − r). A recurrence relation 递推关系 defines each term from the previous one and needs an initial value; a periodic sequence 周期数列 repeats after a fixed number of steps.
  • arithmetic sequence: A sequence with a constant difference between terms; geometric sequence: A sequence with a constant ratio between terms; recurrence relation: A rule giving each term from the preceding value; periodic sequence: A sequence whose terms repeat after a fixed number of steps.
Sequences and series: original worked-case diagram

Choose evidence that can test it

  • Recover a and d from two stated terms by simultaneous equations before using a formula: u₃ = 10 and u₇ = 22 give 4d = 12, so d = 3 and a = 4. A term count must come out as a positive integer; a fraction or negative root is rejected, never rounded into place.
  • Check a claimed sum against the first few terms directly, and verify an at-least target against the integers on BOTH sides of the crossing.

Work from known quantities

  • State the known values and their units. Choose the relation because its assumptions fit this case, then rearrange before substitution.
  • Known: a = 5, d = 3, n = 8. The eighth term is u₈ = 5 + 7 × 3 = 26. The sum is S₈ = n(a + uₙ)/2 = 8(5 + 26)/2 = 124. Each of the four end-pairs totals 31, and 4 × 31 = 124 ✓.

Example:

For a = 12, r = 0.5, find the infinite sum and the first n whose partial sum exceeds 23.9, using the same sequence: known → formula → substitution → integer check. (Answer: S∞ = 12/(1 − 0.5) = 24. The partial sums are Sₙ = 24(1 − 0.5ⁿ): S₇ = 24(1 − 1/128) = 23.8125 < 23.9 and S₈ = 24(1 − 1/256) = 23.90625 ≥ 23.9, so n = 8.)


Check the conclusion and its limits

  • The infinite-sum formula is invalid at r = 1 or r = −1, where the terms do not shrink; a negative ratio converges if its MAGNITUDE is below 1. A recurrence needs the operation order preserved exactly: B next = 1.1B + 50 differs from 1.1(B + 50).
  • Return to the original observation. Explain what the result supports, which conditions it assumes, and one way to test a competing explanation.

Warn:

Every geometric series has a finite sum to infinity. This claim is false: the sum exists only when |r| < 1. At r = 2 the terms grow without bound, and at r = −1 the partial sums oscillate forever — neither converges.

Key:

Sequences and series: arithmetic adds (pair the ends to sum), geometric multiplies (Sₙ = a(1−rⁿ)/(1−r), and S∞ = a/(1−r) only for |r| < 1). Recover parameters from stated terms, and demand integer answers for counts.

Vocabulary Train
English
arithmetic sequence/əˈrɪθmətɪk ˈsiːkwəns/
geometric sequence/ˌdʒiːəʊˈmetrɪk ˈsiːkwəns/
recurrence relation/rɪˈkʌrəns rɪˈleɪʃn/
periodic sequence/ˌpɪərɪˈɒdɪk ˈsiːkwəns/

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