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NotesMath AA HLTopic 1.2
Unit 1 · Number & Algebra · Topic 1.2

IB Math AA HL — Arithmetic sequences & series

Topic 1.2 of IB Mathematics: Analysis and Approaches covers Arithmetic sequences & series, which is part of Unit 1: Number & Algebra. Students explore key concepts including nth term, Sum of n terms, Sigma notation, Applications. A strong understanding of arithmetic sequences & series is essential for IB Math AA HL exams and builds the foundation for connected topics across the syllabus.

Higher Level students should use this topic hub as a map: start with the shared sub-topics, then follow the HL-only extensions and exam-skill links where this topic asks for deeper analysis.

Exam technique guidePractice questions

Key concepts in Arithmetic sequences & series

Key Idea: Arithmetic sequences add the same number every step — you'll find a single term or sum a list of terms. It's one of the most reliable Unit-1 questions, on both papers.

🔢 The two formulas

un=u1+(n−1)du_n = u_1 + (n-1)dun​=u1​+(n−1)d
u1u_1u1​
the first term
ddd
the common difference (the fixed step)
nnn
the position — you add d only (n−1) times
Sn=n2(2u1+(n−1)d)=n2(u1+un)S_n = \frac{n}{2}\big(2u_1 + (n-1)d\big) = \frac{n}{2}\big(u_1 + u_n\big)Sn​=2n​(2u1​+(n−1)d)=2n​(u1​+un​)
SnS_nSn​
the sum of the first n terms
2u1+(n−1)d2u_1+(n-1)d2u1​+(n−1)d
use when you know u₁ and d
u1+unu_1+u_nu1​+un​
use when you know the first and last term
You're asked for…UseKey move
d from two termsgap ÷ stepsu₇ and u₃ are 4 steps apart (7−3), not 7.
a term uₙuₙ = u₁ + (n−1)dSpot u₁ first; add d only (n−1) times.
a sum SₙSₙ = (n/2)(…)The factor is n/2, not n.
a term from a sum ruleuₙ = Sₙ − Sₙ₋₁Also u₁ = S₁ (Paper 1 favourite).
a sigma sum ΣSₙ (it's arithmetic)Terms = upper − lower + 1.
If the exam gives an explicit rule like uₙ = 20 − 4n, then d = the coefficient of n (= −4) and u₁ = put n = 1 (= 16) — no working needed. A summand linear in the index (e.g. 3r + 2) is always arithmetic, with d = the coefficient of the index.

✏️ IB-style worked examples

IB-style question — find a term from two known terms

The 3rd term of an arithmetic sequence is 17 and the 7th term is 41. Find the 20th term.

Step by step:

  1. Find d: subtract the values, divide by the number of steps (7 − 3).

    d=41−177−3=244=6d = \frac{41 - 17}{7 - 3} = \frac{24}{4} = 6d=7−341−17​=424​=6
  2. Step back to u₁: from u₃, subtract two d's.

    u1=17−2(6)=5u_1 = 17 - 2(6) = 5u1​=17−2(6)=5
  3. Now use the nth-term formula with n = 20.

    u20=5+(20−1)×6=5+114u_{20} = 5 + (20-1)\times 6 = 5 + 114u20​=5+(20−1)×6=5+114
Final answer:

u₂₀ = 119.

IB-style question — recover a term from a sum formula (Paper 1)

The sum of the first n terms of an arithmetic sequence is Sₙ = 2n² + 3n. Find u₁ and an expression for uₙ.

Step by step:

  1. The first term is just S₁.

    u1=S1=2(1)2+3(1)=5u_1 = S_1 = 2(1)^2 + 3(1) = 5u1​=S1​=2(1)2+3(1)=5
  2. For any term use uₙ = Sₙ − Sₙ₋₁. Put (n − 1) in place of every n.

    Sn−1=2(n−1)2+3(n−1)=2n2−n−1S_{n-1} = 2(n-1)^2 + 3(n-1) = 2n^2 - n - 1Sn−1​=2(n−1)2+3(n−1)=2n2−n−1
  3. Subtract — the 2n² terms cancel, leaving a linear term.

    un=(2n2+3n)−(2n2−n−1)=4n+1u_n = (2n^2 + 3n) - (2n^2 - n - 1) = 4n + 1un​=(2n2+3n)−(2n2−n−1)=4n+1
Final answer:

u₁ = 5 and uₙ = 4n + 1 (check: u₁ = 5 ✓).

IB-style question — evaluate a sigma sum (Paper 1)

Without a calculator, evaluate Σr=1¹⁰ (3r + 2).

Step by step:

  1. It's linear in r → arithmetic. First term (put r = 1):

    u1=3(1)+2=5u_1 = 3(1)+2 = 5u1​=3(1)+2=5
  2. Last term (put r = 10):

    u10=3(10)+2=32u_{10} = 3(10)+2 = 32u10​=3(10)+2=32
  3. Count the terms: upper − lower + 1.

    n=10−1+1=10n = 10 - 1 + 1 = 10n=10−1+1=10
  4. Use the first-and-last sum form.

    S10=102(5+32)=5×37S_{10} = \frac{10}{2}(5 + 32) = 5 \times 37S10​=210​(5+32)=5×37
Final answer:

The sum is 185.

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IB-style question — maximum sum of a decreasing sequence (Paper 2)

An arithmetic sequence has first term 48 and common difference −3. Find the maximum value of Sₙ.

Step by step:

  1. The sum is biggest at the last non-negative term — find where uₙ = 0.

    48−3(n−1)=0  ⇒  n=1748 - 3(n-1) = 0 \;\Rightarrow\; n = 1748−3(n−1)=0⇒n=17
  2. So u₁₇ = 0; adding later (negative) terms only shrinks the total. Use the first-and-last form.

    S17=172(48+0)S_{17} = \frac{17}{2}(48 + 0)S17​=217​(48+0)
Final answer:

Maximum is S₁₇ = 408.

Important: You add d (n − 1) times, not n times: the 10th term is only 9 steps from u₁. Likewise, two terms are (later − earlier) steps apart, and a sigma sum has (upper − lower + 1) terms — the +1 is the one everyone drops.

Tap each card to reveal the answer.

u₁ = 5, d = 3 — find the 10th term u₁₀ = 32 — add d nine times: 5 + 9×3.

uₙ = 20 − 4n — write down u₁ and d u₁ = 16, d = −4 — put n = 1 for u₁; d is the coefficient of n.

How many terms in Σ from r = 3 to 12? 10 terms — 12 − 3 + 1 (don't forget the +1).

Sum of 4 + 7 + 10 + … (first 10 terms) 175 — (10/2)(2×4 + 9×3) = 5×35.

Sₙ = 2n² + 3n — find u₁ u₁ = S₁ = 5 — substitute n = 1 into Sₙ.

Decreasing sequence — where is the sum biggest? At the last non-negative term — find where uₙ = 0.

Exam Tips

  • Two formulas only: uₙ = u₁ + (n−1)d and Sₙ = (n/2)(…). Both are in the booklet.
  • Find d from two terms by gap ÷ steps — count steps, not term numbers.
  • Explicit rule → d is the coefficient of n; u₁ = put n = 1.
  • Sum given as a quadratic? Use u₁ = S₁ and uₙ = Sₙ − Sₙ₋₁.
  • Paper 2: sum(seq(…)) totals any Σ, and the table/graph finds a maximum sum.

What you'll learn in Topic 1.2

  • 1.2.1 nth term
  • 1.2.2 Sum of n terms
  • 1.2.3 Sigma notation
  • 1.2.4 Applications
Suggested study order: Read the notes for each sub-topic below → test yourself with flashcards → attempt practice questions → review exam technique.

Study resources — 1.2 Arithmetic sequences & series

1.2.1

nth term

Notes
1.2.2

Sum of n terms

Notes
1.2.3

Sigma notation

Notes
1.2.4

Applications

Notes

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Topic 1.2 Arithmetic sequences & series forms a core part of Unit 1: Number & Algebra in IB Math AA HL. Mastering these concepts will strengthen your understanding of connected topics across the syllabus and prepare you for exam questions that require analysis, evaluation, and real-world application.

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