Unit 10

Infinite Sequences and Series

~5–6 weeks · March into April · BC only · 15–20% — tied heaviest, and the hardest
Why it's last, and why it feels disconnected for three weeks

It comes last because it needs everything: limits (of sequences now), integration (the integral test), improper integrals (the p-threshold), and derivatives of every order (Taylor).

Warn her about the three weeks. The convergence-test section feels like an unrelated course — a zoo of arbitrary rules about infinite sums with no visible purpose. Then Taylor series arrives and retroactively justifies all of it: the tests were the tools needed to know when an infinite polynomial is legitimate. Knowing the payoff is coming makes the zoo tolerable.

It's also the hardest unit in BC and the largest slice of the exam. Budget accordingly.

Sequences

Sequence An infinite ordered list of numbers, a₁, a₂, a₃, … — formally, a function whose input is a positive integer. It converges if the terms approach a limit, and diverges otherwise. Same limit concept as Unit 1, applied along the integers rather than a continuum.

Useful fact: if f(x) → L as x → ∞ and aₙ = f(n), then aₙ → L. So all the Unit 1 machinery — the growth hierarchy, L'Hôpital, dividing by the highest power — carries over unchanged.

Series

Series An infinite sum, Σaₙ. It is defined as the limit of its partial sums Sₙ = a₁ + a₂ + ⋯ + aₙ. The series converges exactly when that sequence of partial sums converges.
Why the definition has to be indirect — and Zeno

An infinite sum is not a sum. You cannot perform infinitely many additions. What you can do is perform each finite prefix and ask where those results are heading.

Zeno's paradoxes are precisely this confusion. To cross a room you must first cross half, then half the remainder, and so on — infinitely many steps, so (Zeno concluded) motion is impossible. The resolution is that ½ + ¼ + ⅛ + ⋯ has partial sums ½, ¾, ⅞, … converging to 1. Infinitely many terms, finite total. That took 2,400 years to state properly, and the reason is that nobody had the concept of a limit.

Trap — the nth term test only goes one way

If aₙ does not → 0, the series diverges. That's valid and it's the first thing to check.

The converse is false, and this is the single most important fact in the unit. Terms going to zero does not imply convergence — see the harmonic series below. A student who thinks it does will get half this unit wrong.

Check — limiting behaviour

Before choosing a test, look at the terms. If aₙ does not go to 0, the series diverges — no further work required. For Σ n/(n+1) the terms head to 1, so no amount of test-shopping will make it converge.

It is the cheapest check in the unit and it settles more questions than it has any right to.

The convergence tests

The organizing question behind all of them

The tests look like an arbitrary collection. They're all asking one thing: does the tail shrink fast enough? Each test is a different way of measuring "fast enough," and each is really the Unit 1 growth hierarchy in disguise.

Geometric series

Σn=0 arn = a/(1 − r),  converging exactly when |r| < 1
Derivation — the one series where you get the actual sum
Sₙ = a + ar + ar² + ⋯ + arn−1the partial sum
rSₙ = ar + ar² + ⋯ + arnmultiply by r — everything shifts one place
Sₙ − rSₙ = a − arnsubtract; the entire middle cancels
Sₙ = a(1 − rn)/(1 − r)factor and divide
if |r| < 1 then rn → 0, so S = a/(1 − r)if |r| ≥ 1 the rn term blows up or oscillates

Worth doing once. Geometric series are the backbone of the unit — the ratio test is essentially "is this eventually geometric?", and the interval of convergence of every power series is a geometric-series question.

p-series

Σ 1/np converges ⟺ p > 1

Exactly the threshold from Unit 6's improper integrals, and the integral test is why: Σf(n) and ∫f(x)dx converge or diverge together, for positive decreasing f, because the sum is a Riemann-sum staircase bracketing the integral.

The harmonic series

Derivation — Oresme's grouping argument, c. 1350

Σ1/n = 1 + ½ + ⅓ + ¼ + ⋯ has terms going to zero. It still diverges.

⅓ + ¼ > ¼ + ¼ = ½replace each term by the smallest in its group
⅕ + ⅙ + ⅐ + ⅛ > 4×(⅛) = ½next group of four
the next eight terms > 8×(1/16) = ½and so on, forever
you can accumulate ½ infinitely many times ⟹ diverges

It diverges like ln n, which is agonizingly slow: to exceed 100 you need roughly e100 terms — vastly more than there are atoms in the observable universe. It gets there, infinitely slowly. This single example is why "terms → 0" proves nothing.

The rest of the toolkit

TestUse when
nth termAlways check first. aₙ ↛ 0 ⟹ diverges. Never proves convergence.
GeometricConstant ratio between terms. Gives the sum.
p-seriesTerms look like 1/np.
Integralaₙ = f(n) with f positive, decreasing, and easily integrable.
ComparisonTerms are bounded by a known series. Smaller than convergent ⟹ converges; bigger than divergent ⟹ diverges.
Limit comparisonTerms resemble a known series. If lim(aₙ/bₙ) is finite and positive, both do the same thing. Best for messy rational expressions — keep the dominant powers.
Alternating seriesSigns alternate, |terms| decrease, terms → 0 ⟹ converges. Bonus: clean error bound.
RatioFactorials or n-th powers. lim|an+1/aₙ| = L: converges if L < 1, diverges if L > 1, inconclusive if L = 1.
Worked — choosing a test
Σ n²/(n⁴+3)rational — limit comparison with 1/n², a convergent p-series → converges
Σ 2n/n!factorial present — ratio test: |an+1/aₙ| = 2/(n+1) → 0 < 1 → converges
Σ (−1)n/nalternating, terms decrease to 0 → converges (to −ln2), though Σ1/n diverges
Σ n/(2n+1)terms → ½ ≠ 0 → diverges by the nth term test; stop immediately
Σ 1/(n ln n)integral test: ∫dx/(x ln x) = ln(ln x) → ∞ → diverges. Barely.

Decision habit: check the nth term first (free elimination), look for a factorial or n-th power (ratio), look for alternating signs, then try to match it against a p-series or geometric series by limit comparison. That order resolves nearly everything on the exam.

Absolute versus conditional convergence

Absolute convergence Σ|aₙ| converges. This is the strong, robust kind — it implies Σaₙ converges too. Conditional convergence Σaₙ converges but Σ|aₙ| does not. Fragile. Σ(−1)ⁿ/n is the standard example: convergent only because of the cancellation between positive and negative terms.
Why the distinction isn't pedantry — Riemann's rearrangement theorem

A conditionally convergent series can be rearranged to sum to any real number you choose. Any number at all. Or to +∞, or to −∞.

The mechanism: the positive terms alone diverge and the negative terms alone diverge. So take positive terms until you exceed your target, then negatives until you fall below, then positives again — you can steer the partial sums anywhere.

For conditionally convergent series, addition stops being commutative. That's a genuinely disturbing fact about infinity, and it's the entire reason the absolute/conditional distinction exists. Absolutely convergent series are immune — you can reorder them freely.

Check — sign and size

If you have concluded that a positive-term series converges, its partial sums must stay bounded. Σ1/n² summed to ten thousand terms gives 1.64483 and is barely moving — consistent with convergence, and close to the π²/6 it is heading for.

Partial sums that keep marching upward mean the conclusion is wrong, whatever test you used to reach it.

Power series

Power series Σcₙ(x − a)n — a polynomial of infinite degree, centred at a. It converges for x in an interval around a. The half-width of that interval is the radius of convergence R; the interval itself is the interval of convergence.

Finding the interval

Worked — the standard procedure

Find the interval of convergence of Σ(x−2)n/(n·3n).

ratio test: |an+1/aₙ| = |x−2|n+1n3n / [(n+1)3n+1|x−2|n]always use the ratio test to find R
= |x−2|/3 · n/(n+1) → |x−2|/3
converges when |x−2|/3 < 1, i.e. |x−2| < 3R = 3, centre 2, so the interval is (−1, 5)
at x = 5: Σ3n/(n3n) = Σ1/ntest each endpoint separately by hand
harmonic → diverges, so exclude 5
at x = −1: Σ(−3)n/(n3n) = Σ(−1)n/n
alternating harmonic → converges. Interval: [−1, 5)
Trap — the endpoints

The ratio test is always inconclusive at the endpoints — that's where L = 1 by construction. Each endpoint must be substituted in and tested with a different test. They can behave differently from each other, as above, and students routinely lose points by assuming the interval is symmetric in its inclusion.

Taylor series — the payoff

f(x) = Σn=0 [ f(n)(a)/n! ] (x − a)n

A Maclaurin series is the special case a = 0.

Derivation — why the coefficients are forced

Suppose f(x) = c₀ + c₁(x−a) + c₂(x−a)² + c₃(x−a)³ + ⋯ . What must the c's be?

set x = a: every term with (x−a) vanishes → f(a) = c₀
differentiate: f′ = c₁ + 2c₂(x−a) + 3c₃(x−a)² + ⋯, set x = a → f′(a) = c₁
again: f″ = 2c₂ + 6c₃(x−a) + ⋯, set x = a → f″(a) = 2c₂so c₂ = f″(a)/2
again: f‴(a) = 6c₃ → c₃ = f‴(a)/6
in general cₙ = f(n)(a)/n!differentiating (x−a)n exactly n times produces n!

The n! isn't decoration — it's there precisely to cancel the factorial that n-fold differentiation generates. And the coefficients aren't chosen; they're forced. If f equals any power series, it equals this one.

Why this is Unit 2's second definition, continued forever

Look at the first few terms:

Every approximation idea in the course was a truncated Taylor series. Linear approximation, differentials, the second derivative test, Newton's method, Euler's method, L'Hôpital — all of them are this, cut off early. That's why the Unit 2 framing "the derivative is the multiplier in the best linear approximation" was worth carrying since September: this unit is where it pays.

The four to memorize

ex = 1 + x + x²/2! + x³/3! + ⋯  (all x)
sin x = x − x³/3! + x⁵/5! − ⋯  (all x, odd powers only)
cos x = 1 − x²/2! + x⁴/4! − ⋯  (all x, even powers only)
1/(1−x) = 1 + x + x² + x³ + ⋯  (|x| < 1 — it's geometric)
Why only four, and why they're the right four

Sine is odd, so only odd powers survive; cosine is even, so only even ones. Their coefficients alternate because their derivatives cycle with period 4 (Unit 3 flagged this). ex has no alternation because every derivative is itself.

Everything else in the course is obtained from these by substitution, differentiation, integration, or multiplication — and doing it that way is far faster and far less error-prone than computing derivatives one at a time.

Worked — building new series from old ones
e−x² = 1 − x² + x⁴/2! − x⁶/3! + ⋯substitute −x² into the ex series
∫e−x²dx = x − x³/3 + x⁵/10 − ⋯ + Cintegrate term by term — and note we just antidifferentiated the function Unit 6 said has no elementary antiderivative
1/(1+x²) = 1 − x² + x⁴ − ⋯substitute −x² into the geometric series
arctan x = x − x³/3 + x⁵/5 − ⋯integrate the previous line, since arctan is its antiderivative

The second line is worth pausing on. Series give you access to functions that no integration technique can touch. This is how error functions and Bessel functions are actually computed, and how a calculator evaluates sin(1).

Taylor's theorem with remainder

Lagrange error bound: |Rₙ(x)| ≤ [ max|f(n+1)| / (n+1)! ] · |x − a|n+1
Why this is the part that matters

Students skip the error bound because it's fiddly. It is the part that makes the whole enterprise useful rather than decorative — without it, a truncated series is a guess, and with it, it's a guarantee.

Read the formula: it's the next term you didn't include, with the derivative replaced by its worst-case value on the interval. Nothing more.

The alternating series bound is even simpler and worth preferring when it applies: for an alternating series with decreasing terms, the error is smaller than the first omitted term. One term, no maximization.

Worked — bounding an error

Approximate sin(0.5) with the first two nonzero terms and bound the error.

sin(0.5) ≈ 0.5 − 0.5³/6 = 0.5 − 0.0208333 = 0.4791667
the series alternates with decreasing termsso use the alternating bound
first omitted term: 0.5⁵/5! = 0.03125/120
error < 0.00026true value 0.4794255 — actual error 0.00026 ✓
Check — special case

Evaluate your series at its centre. A Taylor series for f about 0 has to give f(0) when x = 0 — every term but the constant dies. For eˣ = Σxⁿ/n!, that is 1 = e⁰ ✓.

Then check one more value. The first sixteen terms at x = 1 give e correct to nine decimal places, which tells you the coefficients are right and not merely plausible.

Figure — interactiveTaylor partial sums closing on sin x

Each term buys you accuracy further from the centre and buys nothing at all beyond the radius. Watch where the approximation peels away — that is the interval of convergence made visible.

Series, expanded — the parts that decide the score

Why this section gets extra weight

This is the largest unit on the exam and reliably the hardest. What follows is the additional depth that the earlier pass compressed: a proper decision procedure, the root test, the tests she'll misapply, and the Taylor manipulations that come up every year.

The decision procedure, as an actual algorithm

Does aₙ → 0? no → DIVERGES, stop Recognize the form? geometric / p-series → done Factorials or n-th powers? yes → RATIO (or ROOT) Alternating signs? yes → check |aₙ| first, then AST Rational / algebraic? yes → LIMIT COMPARISON Easy to integrate? yes → INTEGRAL TEST Otherwise: direct comparison
Work top to bottom and stop at the first match. Roughly ninety percent of exam series resolve in the top four boxes. The most common wasted effort is jumping straight to a comparison when the ratio test would have finished it in two lines.

The root test

lim |aₙ|1/n = L: converges if L < 1, diverges if L > 1, inconclusive if L = 1

Use it when the whole term is raised to the n-th power — that's the signal. It's the ratio test's sibling and answers the same question ("is this eventually geometric?"), just measured differently.

Worked — where root beats ratio

Σ (3n+1)n/(4n)n.

the entire term is an n-th powerthe root test signal
|aₙ|1/n = (3n+1)/(4n)the n-th root simply strips the exponent — no algebra at all
→ 3/4 < 1, convergesthe ratio test here would require expanding (n+1)-th powers: painful

The tests she will misapply

Alternating Series Test — three conditions, all required

Terms must (1) alternate in sign, (2) decrease in absolute value, and (3) → 0. Students check (1) and (3) and skip (2).

Counterexample worth knowing: a series alternating with terms 1, ½, ⅓, ¼ rearranged so the magnitudes don't decrease monotonically can fail to converge even though the terms → 0. Demonstrating that |an+1| ≤ |aₙ| is a scored step on free response — usually by showing the derivative of the corresponding function is negative.

Also: AST proves convergence only. It says nothing about absolute convergence. Σ(−1)ⁿ/n converges by AST and Σ1/n diverges, so it's conditional.

Limit comparison — pick the comparison series by dominant powers

For Σ(2n² + 5)/(n⁴ − 3n), strip everything but the leading behavior: 2n²/n⁴ ~ 1/n². Compare with Σ1/n², a convergent p-series. The limit of the ratio is 2 — finite and positive — so both do the same thing.

The error: choosing a comparison series that doesn't actually match the growth rate, so the limit comes out 0 or ∞ and the test says nothing conclusive. Keep only the dominant power in numerator and denominator, exactly as in the Unit 1 growth hierarchy.

Integral test — the hypotheses are real

f must be positive, continuous, and decreasing on the interval. Stating those three is a scored step. And the test tells you convergence or divergence only — the integral's value is not the series' sum. ∫₁dx/x² = 1 but Σ1/n² = π²/6 ≈ 1.645. Students report the integral as the sum every year.

Taylor manipulations the exam actually asks for

Worked — series for a function nobody would differentiate

Find the Maclaurin series for x²·e−x through the x⁵ term.

e−x = 1 − x + x²/2 − x³/6 + ⋯substitute −x into the memorized ex series
multiply every term by x²multiplication by a power just shifts the exponents
x² − x³ + x⁴/2 − x⁵/6 + ⋯computing five derivatives of x²e−x by hand would take a page
Worked — finding a derivative from a series

If f(x) = Σ (−1)nx2n/(2n+1), find f(4)(0).

the coefficient of x⁴ is the n = 2 term: (+1)/52n = 4 means n = 2
but by Taylor, that coefficient equals f(4)(0)/4!the definition, read backwards
f(4)(0)/24 = 1/5
f(4)(0) = 24/5

This is a favourite question type and it's pure bookkeeping once you see it: the coefficient of xn is f(n)(0)/n!, so multiply the coefficient by n! to recover the derivative. Do not differentiate anything.

Worked — a limit by series instead of L'Hôpital

Find limx→0 (sin x − x)/x³.

sin x = x − x³/6 + x⁵/120 − ⋯memorized
sin x − x = −x³/6 + x⁵/120 − ⋯the x terms cancel exactly
÷ x³ = −1/6 + x²/120 − ⋯
→ −1/6 as x → 0L'Hôpital would need three applications

Once she has the four memorized series, series is usually faster than L'Hôpital for 0/0 limits at the origin, and far less error-prone than differentiating three times. This also retroactively explains the Unit 4 example whose answer was ½ — that was the x² coefficient of ex.

The three things to save for the end of the year

The Basel problem

What is 1 + ¼ + ⅑ + 1/16 + ⋯ ? Posed in 1650, it resisted the Bernoullis for decades — they could prove it converged and could not find the value.

Euler solved it in 1735 at age 28 and got π²/6. Where does π come from in a sum of reciprocal squares? His method — factoring sin x as an infinite product from its roots, treating a transcendental function as a giant polynomial — was completely unjustified by the standards of the time and completely correct. It made him famous across Europe overnight.

The alternating harmonic series

1 − ½ + ⅓ − ¼ + ⋯ = ln 2. The same terms, without the signs, diverge to infinity. And by Riemann's theorem, those same terms rearranged can be made to sum to 7, or to π, or to anything you name.

Euler's identity — she can derive this herself

Write out the Maclaurin series for ex and substitute ix. The powers of i cycle 1, i, −1, −i, with period 4 — the same period as the derivative cycle of sine and cosine, which is not a coincidence.

Separate the real and imaginary terms. The real ones are exactly cosine's series. The imaginary ones are exactly sine's:

eix = cos x + i sin x

Set x = π, and since cos π = −1 and sin π = 0:

e + 1 = 0

Five fundamental constants, three operations, no slack. And it isn't mysticism — it's three series sitting next to each other, and she can do the derivation herself in about six lines.

Save this for the last week. It's the best possible ending to the year, and it only works as an ending if the three series are already familiar.

Where series go

Next stop — Fourier series. Taylor series builds functions out of powers; Fourier builds them out of sines and cosines. It turns out to be the better basis for anything periodic, and it is the mathematical foundation of signal processing, audio and image compression, MRI reconstruction, and the JPEG format. The conceptual leap — that a function can be decomposed into frequencies — is one of the most consequential ideas in applied mathematics.

Then — complex analysis. Taylor series over the complex numbers behave far better than over the reals: a complex-differentiable function is automatically infinitely differentiable and automatically equal to its Taylor series. Facts that are fussy in real calculus become clean. It also explains something Unit 10 leaves mysterious: why 1/(1+x²) has radius of convergence 1 despite the function being perfectly well-behaved everywhere on the real line. The answer is that it blows up at x = ±i, and the radius of convergence is the distance to the nearest complex singularity. That's a genuinely satisfying loose end to be able to tie off.

Beyond BC · the Russian approach — telescoping, and exact sums

BC teaches her to decide whether a series converges. The tradition also asks what it converges to, and telescoping is the main tool.

Σn=1 1/[n(n+1)]
partial fractions: 1/[n(n+1)] = 1/n − 1/(n+1)a Unit 6 technique used on a series
SN = (1 − ½) + (½ − ⅓) + ⋯ + (1/N − 1/(N+1))write out the partial sum
everything cancels but the endsthe "telescope"
SN = 1 − 1/(N+1) → 1an exact sum, not just convergence

Now use it as a comparison. For n ≥ 2, 1/n² < 1/[n(n−1)], and that series telescopes to 1. So Σ1/n² < 1 + 1 = 2 — convergence proved by elementary means, no integral test required. It doesn't give Euler's π²/6, but it proves the sum is finite and bounds it, which is what Jacob Bernoulli managed before Euler cracked the exact value.

Also worth doing: Σ ln(1 + 1/n) diverges — because it telescopes to ln(N+1). The terms go to zero and the sum still runs away, which is the harmonic series' lesson in a new costume.

Beyond BC · generating functions

A genuinely different way to use power series: as bookkeeping devices for sequences. Standard in the Russian olympiad tradition, absent from AP, and it takes one example to see the point.

Let F(x) = Σ Fₙxⁿ, where Fₙ are the Fibonacci numbers (F₀=0, F₁=1, Fₙ = Fₙ₋₁ + Fₙ₋₂). The recurrence, translated into a statement about F(x), gives

F(x) = x / (1 − x − x²)

A single rational function encodes the entire infinite sequence. Expand it as a power series — via partial fractions and the geometric series — and out drops Binet's formula, a closed form for the n-th Fibonacci number in terms of the golden ratio. A recurrence became an algebra problem.

This is the seed of a large field: generating functions are how combinatorics, probability distributions, and algorithm analysis are actually done.

Beyond BC · what a college course does here — Fourier series

Taylor builds functions out of powers and works beautifully near a point. Fourier builds them out of sines and cosines and works globally, on anything periodic:

f(x) = a₀/2 + Σ [ aₙcos(nx) + bₙsin(nx) ]

The coefficients come from integrals rather than derivatives — aₙ = (1/π)∫−ππf(x)cos(nx)dx — which is why it needs all of Unit 6 first.

Three reasons it's the more consequential of the two:

And it produces exact sums for free. Evaluating a particular Fourier series at a particular point yields 1 − ⅓ + ⅕ − ⅐ + ⋯ = π/4, a result Leibniz found in 1676. Fourier series are the natural sequel to this unit and by far the most useful mathematics reachable from where she'll be standing in May.

Beyond BC · the loose end this unit leaves

Worth flagging because a sharp student will notice it and the textbook won't answer.

The series for 1/(1 − x²) has radius of convergence 1, which makes sense — the function blows up at x = ±1. But the series for 1/(1 + x²) also has radius 1, and that function is perfectly well-behaved everywhere on the real line. Nothing goes wrong at x = 1. So why does the series quit there?

Because the singularities are at x = ±i, off the real line, at distance 1 from the origin. The radius of convergence is the distance to the nearest singularity in the complex plane — and a power series on the real line has no way to know the difference between an obstacle it can see and one it can't.

This is unanswerable within real analysis and immediate in complex analysis. It's the single best argument for taking that course, and it's a satisfying thing to be able to hand her.

Formula sheet

Unit 10 — Sequences and Series

Foundations

The standard series

Test selection

Power series

Taylor

Practise Unit 10 → Fresh problems from this unit, with worked solutions.