Σ

Summation of Series

Standard results, method of differences, and partial fractions — the three pillars of Paper 2 series questions.

📐 Standard Results 🔭 Method of Differences ★ Cambridge 9231 Lesson 2.1 of 6
2.1 Series

What is Summation?

A series is the sum of the terms of a sequence. In 9231 Paper 2, you are expected to find closed-form expressions for sums like:

General finite sum S = Σ f(r) for r = 1 to n We seek a formula in n that gives the exact total without adding term by term.

The Cambridge 9231 syllabus tests three distinct techniques. You must recognise which applies — sometimes two are needed in combination.

Technique 1
Standard Results
Memorise the formulae for Σr, Σr², Σr³ and use them directly or in combination.
Technique 2
Method of Differences
Express f(r) = g(r) − g(r−1). The sum telescopes and nearly all terms cancel.
Technique 3
Partial Fractions
Split a rational f(r) into partial fractions first, then apply Method of Differences.

Sigma Notation — a Quick Reminder

Make sure you are fluent with the following sigma algebra before attempting series questions:

Linearity Σ[af(r) + bg(r)] = a·Σf(r) + b·Σg(r)
Constant term Σ c = cn (where c is constant)
Partial sum Σ(r=m to n) f(r) = Σ(r=1 to n) f(r) − Σ(r=1 to m−1) f(r) Used when the lower limit is not 1 — very common in Cambridge questions.
Index shift Σ(r=1 to n) f(r+1) = Σ(r=2 to n+1) f(r) Shift when a substitution changes the summation variable.
⚠️ Common Pitfall — Lower Limit ≠ 1

Cambridge often asks for Σ from r = 3 to n, or r = 2 to 2n. Always subtract the missing initial terms. Writing the full formula and subtracting is safer than guessing at a new formula.

🎯 Paper 2 Exam Pattern
  • A typical question first asks you to show a partial fraction or difference form — this is the setup for part (ii).
  • Part (ii) then asks you to sum to n terms using the result in part (i).
  • Part (iii) often asks for the sum from r = k to n, or for the sum to infinity (only if the series converges).
  • Always simplify your final answer — Cambridge mark schemes expect a neat closed form.

The Standard Results

These four results must be memorised. They are not provided in the Cambridge formula booklet for P2.

Series Closed Form Degree in n Memory Hint
Σ 1  (r=1 to n) n Linear Trivial — n ones
Σ r ½n(n+1) Quadratic "Triangular numbers" — Gauss's formula
Σ r² ⅙n(n+1)(2n+1) Cubic Three factors: n, n+1, 2n+1 divided by 6
Σ r³ [½n(n+1)]² Quartic (Σr)² — beautiful symmetry
💡 Why Σr³ = (Σr)²?

This is one of the most elegant results in elementary number theory. The sum of the first n cubes equals the square of the sum of the first n integers. Verify: 1³+2³+3³ = 36 = 6² = (1+2+3)². It holds for all n — try proving it by induction (Lesson 2.2)!

Using Standard Results in Combination

Most exam questions require you to expand f(r) as a polynomial, then apply the results term-by-term.

E
Using Standard Results — Combination
Find Σ r(2r − 1) for r = 1 to n.
Step 1
Expand:  r(2r − 1) = 2r² − r
Step 2
Apply linearity:  Σ(2r² − r) = 2·Σr² − Σr
Step 3
Substitute standard results:
= 2 · ⅙n(n+1)(2n+1) − ½n(n+1)
= ⅓n(n+1)(2n+1) − ½n(n+1)
Step 4
Factorise — take out n(n+1) as common factor:
= n(n+1) · [⅓(2n+1) − ½]
= n(n+1) · [(4n+2 − 3)/6]
= n(n+1)(4n−1) / 6
Check
n=3: 1(1)+2(3)+3(5) = 1+6+15 = 22.  Formula: 3·4·11/6 = 132/6 = 22. ✓

Partial Sums — Lower Limit Not 1

E
Sum from r = 4 to n
Find Σ r² for r = 4 to n, where n ≥ 4.
Method
Σ(r=4 to n) r²  =  Σ(r=1 to n) r²  −  Σ(r=1 to 3) r²
Calculate
Σ(r=1 to 3) r² = 1 + 4 + 9 = 14
Result
= ⅙n(n+1)(2n+1) − 14

Method of Differences

This is the most important technique in the P2 series topic. It works whenever you can write:

Key identity f(r) = g(r) − g(r−1) [or equivalently g(r+1) − g(r)] The sum then telescopes: all interior terms cancel, leaving only the first and last.

Why It Works — The Telescoping Argument

Write out the sum term by term. With f(r) = g(r) − g(r−1):

Telescoping expansion — terms cancel in pairs
r = 1: g(1) g(0)
r = 2: g(2)* g(1) (g(1) cancels with row above)
r = 3: g(3)* g(2)
r = n−1: g(n−1)* g(n−2)
r = n: g(n) g(n−1)
After cancellation:  S = g(n) − g(0)
📌 Exam Technique — What Survives
  • If f(r) = g(r) − g(r−1), then Σ(r=1 to n) f(r) = g(n) − g(0)
  • If f(r) = g(r+1) − g(r), then Σ(r=1 to n) f(r) = g(n+1) − g(1)
  • For a partial sum Σ(r=m to n), the result is g(n) − g(m−1)
  • Always substitute a few values to confirm which terms survive before writing the final answer.

Finding the Difference Form — Partial Fractions Route

When f(r) is a rational function, use partial fractions to write it as a telescoping difference. The standard pattern is:

Typical rational form 1 / [r(r+1)] = 1/r − 1/(r+1) This telescopes perfectly. Sum from r=1 to n gives 1 − 1/(n+1) = n/(n+1).
Wider spacing 1 / [r(r+2)] = ½·[1/r − 1/(r+2)] Two terms survive at each end — be careful to count them correctly.
1
Decompose into partial fractions: write 1/[r(r+1)] = A/r + B/(r+1), solve for A and B.
2
Identify the telescoping structure: confirm it matches g(r) − g(r−1) or g(r+1) − g(r).
3
Write out the first 2–3 terms and last 2–3 terms to identify what survives. Never skip this step under exam conditions.
4
Simplify the surviving terms into a single fraction. Check with n=1 or n=2.

Sum to Infinity

If the series converges (each term → 0 as r → ∞), take the limit of your finite sum:

Example Σ(r=1 to ∞) 1/[r(r+1)] = lim[n→∞] n/(n+1) = 1
⛔ Do Not Assume Convergence

Only quote a sum to infinity if you can confirm the terms tend to zero. For example, Σ 1/r (harmonic series) diverges even though each term → 0. Always check the form of your closed-form sum as n → ∞.

Worked Examples

1
Method of Differences — Simple Rational
(i) Express 2/[r(r+2)] in partial fractions.
(ii) Hence find Σ 2/[r(r+2)] for r = 1 to n, and deduce the sum to infinity.
Part (i)
Let 2/[r(r+2)] = A/r + B/(r+2).
Multiply through: 2 = A(r+2) + Br
r = 0: 2 = 2A → A = 1
r = −2: 2 = −2B → B = −1
2/[r(r+2)] = 1/r − 1/(r+2)
Part (ii) Setup
S = Σ[1/r − 1/(r+2)] for r = 1 to n
Write out first three and last three terms:
Telescoping — spacing 2 means 2 terms survive at each end
r=1: 1/11/3
r=2: 1/21/4
r=3: 1/31/5
r=n−1: 1/(n−1)1/(n+1)
r=n: 1/n1/(n+2)
Surviving terms: 1 + 1/2 − 1/(n+1) − 1/(n+2)
Simplify
S = 3/2 − 1/(n+1) − 1/(n+2)
= 3/2 − (2n+3)/[(n+1)(n+2)]
S = [3(n+1)(n+2) − 2(2n+3)] / [2(n+1)(n+2)]
Sum to ∞
As n → ∞, both 1/(n+1) → 0 and 1/(n+2) → 0.
S∞ = 3/2
2
Polynomial Difference — Non-Rational Form
Show that r(r+1)(r+2) − (r−1)r(r+1) = 3r(r+1).
Hence find Σ r(r+1) for r = 1 to n.
Show
LHS = r(r+1)[(r+2) − (r−1)] = r(r+1) · 3 = 3r(r+1). ✓
Identify
So r(r+1) = ⅓[r(r+1)(r+2) − (r−1)r(r+1)]
Let g(r) = r(r+1)(r+2). Then r(r+1) = ⅓[g(r) − g(r−1)].
Telescope
Σ r(r+1) = ⅓ · Σ[g(r) − g(r−1)] = ⅓[g(n) − g(0)]
g(n) = n(n+1)(n+2), g(0) = 0.
Σ r(r+1) = ⅓n(n+1)(n+2)
Verify
n=3: 1·2 + 2·3 + 3·4 = 2+6+12 = 20. Formula: ⅓·3·4·5 = 20. ✓
3
Cambridge-Style — Sum from r = 3 to 2n
Given that Σ(r=1 to n) r² = ⅙n(n+1)(2n+1), find Σ(r=3 to 2n) r² in terms of n, simplifying your answer.
Setup
Σ(r=3 to 2n) r²  =  Σ(r=1 to 2n) r²  −  Σ(r=1 to 2) r²
First sum
Replace n with 2n in the formula:
Σ(r=1 to 2n) r² = ⅙·(2n)(2n+1)(4n+1) = ⅓n(2n+1)(4n+1)
Subtract
Σ(r=1 to 2) r² = 1 + 4 = 5
Answer = ⅓n(2n+1)(4n+1) − 5

Practice Questions

All questions are at Cambridge 9231 examination level. Try each before revealing the hint or solution.

Question 1 — Standard Results
[4 marks]
Find Σ r(3r + 2) for r = 1 to n, simplifying your answer fully.
Expand r(3r+2) = 3r² + 2r, then apply Σr² and Σr formulae separately. Factorise the result by taking out n(n+1).
✓ Solution
Σ(3r² + 2r) = 3·⅙n(n+1)(2n+1) + 2·½n(n+1)
= ½n(n+1)(2n+1) + n(n+1)
= n(n+1)[½(2n+1) + 1]
= n(n+1)·½(2n+3)
= ½n(n+1)(2n+3)

Check n=2: 1·5 + 2·8 = 5+16 = 21. Formula: ½·2·3·7 = 21. ✓
Question 2 — Partial Fractions + Method of Differences
[6 marks]
(i) Express 4/[(2r−1)(2r+3)] in partial fractions.
(ii) Hence find Σ 4/[(2r−1)(2r+3)] for r = 1 to n.
For (i): write A/(2r−1) + B/(2r+3). Multiply through and substitute r = ½ and r = −3/2. For (ii): the gap between denominators is 4, so 2 terms survive at each end.
✓ Solution
Part (i):
4/[(2r−1)(2r+3)] = A/(2r−1) + B/(2r+3)
4 = A(2r+3) + B(2r−1)
r = ½: 4 = 4A → A = 1
r = −3/2: 4 = −4B → B = −1
= 1/(2r−1) − 1/(2r+3)
Part (ii):
Surviving terms (gap 4 = step of 2 in odd numbers, so 2 survive at each end):
r=1 gives 1/1; r=2 gives 1/3 — these survive at the start.
At the end: −1/(2n+1) and −1/(2n+3) survive.
S = 1 + 1/3 − 1/(2n+1) − 1/(2n+3)
= 4/3 − 1/(2n+1) − 1/(2n+3)
Question 3 — Sum to Infinity
[3 marks]
Using your answer to Question 2, or otherwise, find Σ(r=1 to ∞) 4/[(2r−1)(2r+3)].
Take the limit as n → ∞ of your closed-form expression. What happens to 1/(2n+1) and 1/(2n+3)?
✓ Solution
As n → ∞, both 1/(2n+1) → 0 and 1/(2n+3) → 0.
S∞ = 4/3
Question 4 — Polynomial Difference (Cambridge 9231 style)
[7 marks]
(i) Show that (r+1)⁴ − r⁴ = 4r³ + 6r² + 4r + 1.
(ii) By summing from r = 1 to n, use this result to derive the standard formula for Σr³.
For (ii): apply Method of Differences to the left side — it telescopes to (n+1)⁴ − 1. Then express 4Σr³ in terms of Σr², Σr, and Σ1 which you already know.
✓ Solution
Part (i): Expand (r+1)⁴ = r⁴ + 4r³ + 6r² + 4r + 1. Subtract r⁴. ✓

Part (ii):
Sum both sides from r=1 to n:
LHS telescopes: (n+1)⁴ − 1⁴ = (n+1)⁴ − 1
RHS: 4Σr³ + 6Σr² + 4Σr + Σ1
= 4Σr³ + 6·⅙n(n+1)(2n+1) + 4·½n(n+1) + n
= 4Σr³ + n(n+1)(2n+1) + 2n(n+1) + n

Rearrange:
4Σr³ = (n+1)⁴ − 1 − n(n+1)(2n+1) − 2n(n+1) − n
After careful expansion and factorisation:
4Σr³ = n²(n+1)²
Σr³ = ¼n²(n+1)² = [½n(n+1)]²

Interactive Series Calculator

Select a series type, set the upper limit n, and explore the partial sums and their closed-form values side by side.

Partial Sum Explorer
Σ r Sum of integers
Σ r² Sum of squares
Σ r³ Sum of cubes
Σ 1/r(r+1) Telescoping
Σ r(r+1) Product pairs
Σ (2r−1) Odd numbers
n = 8
36 Σ r = ½n(n+1) = ½·8·9 = 36
36 Total Sum
8 Last Term
4.5 Mean Term
Growth Type

Formula Sheet — P2 Series

Quick reference for use during revision. These results are not provided in the Cambridge formula booklet — you must know them.

Standard Results
Σ 1 (r=1 to n)n
Σ r½n(n+1)
Σ r²⅙n(n+1)(2n+1)
Σ r³[½n(n+1)]²
Useful Derived Results
Σ r(r+1)⅓n(n+1)(n+2)
Σ r(r+1)(r+2)¼n(n+1)(n+2)(n+3)
Σ (2r−1)
Σ (2r−1)²⅓n(2n−1)(2n+1)
Method of Differences
f(r) = g(r)−g(r−1)⟹ S = g(n)−g(0)
f(r) = g(r+1)−g(r)⟹ S = g(n+1)−g(1)
Sum from r=m to ng(n)−g(m−1)
Common Telescoping PF
1/r(r+1)1/r − 1/(r+1)
1/r(r+2)½[1/r − 1/(r+2)]
1/(2r−1)(2r+1)½[1/(2r−1) − 1/(2r+1)]
Sum to ∞lim(n→∞) S_n
📋 Cambridge Exam Strategy — Summation of Series
  • Read the question structure: A "show that" part (i) always sets up part (ii). Use the given result exactly — don't re-derive.
  • Standard results: Expand f(r) as a polynomial first, then apply Σr², Σr, Σ1 individually.
  • Method of Differences: Always write out at least 3 terms from each end to identify surviving terms — one error here loses all subsequent marks.
  • Partial fractions route: Solve for A and B by substituting roots of the denominators (cover-up method is fastest).
  • Partial sums (r = k to n): Always subtract Σ(r=1 to k−1). Never guess at a new formula.
  • Sum to infinity: State what happens to each remaining term as n → ∞ before quoting the limit.
9231 P2 · Lesson 2.1 of 6