Lesson 2.2.
Sigma Notation
Time Frame: 2 one-hour sessions
Learning Outcomes of the Lesson
At the end of the lesson, the student is able to use the sigma notation to
represent a series.
Lesson Outline
(1) Definition of and writing in sigma notation
(2) Evaluate sums written in sigma notation
(3) Properties of sigma notation
(4) Calculating sums using the properties of sigma notation
Introduction
The sigma notation is a shorthand for writing sums. In this lesson, we will see the
power of this notation in computing sums of numbers as well as algebraic expressions.
2.2.1. Writing and Evaluating Sums in Sigma Notation
Mathematicians use the sigma notation to denote a sum. The uppercase Greek
letter ∑ (sigma) is used to indicate a “sum.” The notation consists of several
components or parts.
Let f(i) be an expression involving an integer i. The expression
f(m) + f(m + 1) + f(m + 2) + · · · + f(n)
can be compactly written in sigma notation, and we write it as
which is read “the summation of f(i) from i = m to n.” Here, m
and n are integers with m < n, f(i) is a term (or summand) of the
summation, and the letter i is the index, m the lower bound, and n the upper
bound.
Teaching Notes
Emphasize that
the value of i starts
at m, increases by
1, and ends at n.
Example 2.2.1. Expand each summation, and simplify if possible.
Solution. We apply the definition of sigma notation.
Example 2.2.2. Write each expression in sigma notation.
Solution.
The sigma notation of a sum expression is not necessarily unique. For example,
the last item in the preceding example can also be expressed in sigma
notation as follows:
However, this last sigma notation is equivalent to the one given in the example.
Seatwork/Homework 2.2.1
1. Expand each summation, and simplify if possible.
2. Write each expression in sigma notation.
2.2.2. Properties of Sigma Notation
We start with finding a formula for the sum of
in terms of n.
The sum can be evaluated in different ways. A simple, though informal,
approach is pictorial.
Teaching Notes
This illustration
can be done with
manipulatives, and
allow the students
to guess.
Another way is to use the formula for an arithmetic series with a1 = 1 and
an = n: .
We now derive some useful summation facts. They are based on the axioms
of arithmetic addition and multiplication.
A special case of the above result which you might encounter more often is
the following:
Example 2.2.3. Evaluate:
Example 2.2.4. Evaluate:
Example 2.2.5. Derive a formula for using a telescoping sum with terms f(i) = i 3.
Seatwork/Homework 2.2.2
1. Use the properties of sigma notation to evaluate the following summations.
Exercises 2.2
1. Expand each sum.
2. Write each expression in sigma notation.
3. Evaluate each sum.