“Partial Sums and Telescoping” made S₁, S₂, S₃, … a sequence in its own right. This lesson asks one question about that sequence, and the answer to it is what the phrase "the sum of an infinite series" is defined to mean.
Definition · Convergent and divergent seriesGiven a₁ + a₂ + a₃ + … , form the partial sums Sₙ. If there is a number S such that the partial sums can be brought within any distance you name of S by taking n large enough, and stay within it for every larger n, the series converges and S is its sum, written S∞. Otherwise the series diverges and has no sum.
The definition is about a sequence of numbers, each of which is an ordinary finite sum. At no point does anything infinite get added.
The sum of a convergent series is also written Σ aₖ with k running from 1 to ∞. Writing the symbol does not bring the number into existence: for a divergent series it is notation with nothing behind it. For 2 + 6 + 18 + …, the expression a₁/(1 - r) returns -1; the partial sums run away, so that number is not a sum and the expression was used without a licence.
Sₙ = a₁(1 - rⁿ)/(1 - r) r ≠ 1
= a₁/(1 - r) - [a₁/(1 - r)]·rⁿ split the numerator
constant constant · rⁿ
how fast does rⁿ shrink when |r| < 1?
r = 1/2 (1/2)¹⁰ = 1/1024
(1/2)²⁰ = 1/1048576
r = 9/10 (9/10)¹⁰⁰ is smaller than 1/37000
so Sₙ closes in on a₁/(1 - r), and the gap is that constant times rⁿ
Theorem · The geometric series, settledIf a₁ ≠ 0, the series a₁ + a₁r + a₁r² + … converges if and only if |r| < 1, and then S∞ = a₁/(1 - r). If a₁ = 0, every term and every partial sum is 0, so the series converges to 0 for any chosen r.
The case r = 0 needs no exclusion. With a₁ ≠ 0 it gives a₁, 0, 0, …, and the formula returns a₁; with a₁ = 0 it is the all-zero case.
If a₁ = 0, the recurrence multiplies 0 at every step and the partial sums are 0, 0, 0, …, which already proves the stated exception. Now take a₁ ≠ 0.
For r = 0, the partial sums are a₁, a₁, a₁, …, so they converge to a₁ = a₁/(1 - 0). For 0 < |r| < 1, Exponential and Logarithmic Functions's exponential-decay result says the positive sequence |r|ⁿ approaches 0. Since |rⁿ| = |r|ⁿ, the signed power rⁿ does too, alternating when r < 0. In Sₙ = a₁/(1 - r) - [a₁/(1 - r)]rⁿ, the second piece therefore approaches 0, leaving a₁/(1 - r).
Suppose instead |r| > 1. Then |aₙ| = |a₁||r|ⁿ⁻¹ grows without bound, and by “Partial Sums and Telescoping” the gap between consecutive partial sums is aₙ. Partial sums moving further and further apart cannot be settling on a number. For r = 1, Sₙ = na₁, which runs away; for r = -1, Sₙ is a₁, 0, a₁, 0, … , visiting two values for ever and approaching neither. Those three exhaust |r| ≥ 1.
□
How close, after how many terms
4 + 2 + 1 + 1/2 + … a₁ = 4, r = 1/2, S∞ = 4/(1 - 1/2) = 8
Sₙ = 8(1 - (1/2)ⁿ) so 8 - Sₙ = 8(1/2)ⁿ exactly
n = 4 S₄ = 15/2 8 - S₄ = 1/2
n = 10 S₁₀ = 1023/128 8 - S₁₀ = 1/128
n = 12 S₁₂ = 4095/512 8 - S₁₂ = 1/512 not yet below 1/1000
n = 13 S₁₃ = 8191/1024 8 - S₁₃ = 1/1024 below 1/1000
13 terms for 1/1000, and a term count for every distance you name
The gap 8(1/2)ⁿ is positive for every n, so no partial sum ever equals 8 and none exceeds it. S∞ = 8 holds anyway, because "sum" was defined as the number approached and not a number reached. This is where 0.999… = 1 stops being surprising: that no truncation of it equals 1 is a fact about truncations.
Example · One series, three wrong answers1 - 1 + 1 - 1 + … is geometric with a₁ = 1 and r = -1, so |r| = 1 and it has no sum; its partial sums are 1, 0, 1, 0, … . Bracketing it as (1 - 1) + (1 - 1) + … suggests 0. Bracketing it as 1 - (1 - 1) - (1 - 1) - … suggests 1. The formula a₁/(1 - r) returns 1/2. Three manipulations, three answers, and none of the three is licensed: brackets may be moved around a finite sum, and this is not one.
If a series converges then aₙ = Sₙ - Sₙ₋₁ approaches 0, since both partial sums approach the same number. The converse is false. In the harmonic series 1 + 1/2 + 1/3 + 1/4 + … the terms shrink to 0; but group the finite partial sum S₁₆ as 1 + 1/2 + (1/3 + 1/4) + (1/5 + … + 1/8) + (1/9 + … + 1/16) and each bracket exceeds 1/2, so S₁₆ > 3, and every doubling of n adds more than another 1/2. The partial sums pass every bound. Each step there regroups one finite sum, which is what the previous example was not entitled to do.
For a geometric series the question is now closed: find r, compare |r| with 1, and either write a₁/(1 - r) or say there is no sum. The general question — hand me a series, does it converge — has no one-line answer of that kind, and it is the business of calculus.