Sigma Notation

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Sigma Notation: meaning, method and solved example (Algebra 2) – Maths PDF


In short: Sigma notation is a compact way to write a long sum: the Greek letter Σ, an index with its starting and ending values, and a rule that tells what to add at each step.

Algebra 2AlgebraA-SSE.B.4

What is Sigma Notation?

Sigma notation squeezes a long addition into one short symbol. Instead of writing out twenty terms, you name the rule once and say where the counting starts and stops.

In \(\sum_{k=m}^{n} a_k\), the letter \(k\) is the index, \(m\) is the lower limit, \(n\) is the upper limit, and \(a_k\) is the rule. Substitute \(m, m+1, \ldots, n\) in turn and add the results. The index is a placeholder, so \(k\) could just as well be \(i\) or \(j\) without changing the value.

How to spot it

  • A large Greek capital letter sits in front of an expression, with small numbers above and below it.
  • A problem describes a sum of many similar terms, such as the first 50 multiples of 4.
  • A series formula is written compactly, with the index running from 1 or 0 up to n.
  • You are asked to expand a summation into a list of terms or to write a list of terms as a summation.

The method

  1. Read the lower limit, the upper limit and the rule that follows the sigma.
  2. Substitute the lower limit for the index, then each whole number up to the upper limit, to get the terms.
  3. Calculate each term separately, watching the signs and the order of operations.
  4. Add the terms; to rewrite a list as a sum, find the pattern in the terms and name its rule.
upper limit: 6Σstart: k = 2(3k^2 – k)rule applied for each k10 + 24 + 44 + 70 + 102 = 250
k runs from 2 to 6; the five terms 10, 24, 44, 70 and 102 add to 250.

Sigma Notation: solved example

Problem

Expand and evaluate \(\sum_{k=2}^{6} (3k^2 – k)\).

Solution

Substitute the values 2, 3, 4, 5, 6 into \(3k^2 – k\): \(10\), \(24\), \(44\), \(70\) and \(102\).

Add them: \(10 + 24 + 44 + 70 + 102 = 250\). The sum equals 250.

Try it

Question 1

Write \(5 + 10 + 15 + 20 + 25 + 30\) in sigma form and give its value.

Show the answer

\(\sum_{k=1}^{6} 5k = 5 \cdot 21 = 105\).

Question 2

Evaluate \(\sum_{i=1}^{4} 2^i\).

Show the answer

\(2 + 4 + 8 + 16 = 30\).

Sigma Notation vs. Arithmetic Series

Sigma notation is a way of writing a sum, and it can hold any rule at all: squares, powers, alternating signs. An arithmetic series is one specific kind of sum, with a constant step between terms. A series like that can be written with sigma, but not every sigma sum is arithmetic.

Arithmetic Series

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