Hi! Welcome to the world of sequences and series. Don’t be put off by the technical names — at heart, these are just patterns of numbers that follow a rule. Once you learn the simple language used to describe them, every IB question on this topic becomes much easier to read. In this lesson we’ll cover all the words and symbols you need before diving into arithmetic and geometric sequences in the next lessons.
A sequence is just an ordered list of numbers that follows a rule. The order matters — you can’t shuffle them around.
Here are some examples of sequences:
Each number in the sequence is called a term. So in the sequence 2, 4, 6, 8, 10:
Easy way to picture a sequence: imagine you’re walking up a staircase. Each step is a “term”, and there’s a rule for how big each step is. Some staircases have steps that get higher each time (like 2, 4, 8, 16…), some are even (2, 4, 6, 8…), and some go down (10, 7, 4…). The rule tells you what kind of staircase it is.
Mathematicians don’t like writing “the first term”, “the second term”, etc., because it takes too long. So we use a much shorter notation. Each term gets the letter u with a small subscript (the little number underneath) that tells you which term it is.
So:
For example, in the sequence 2, 4, 6, 8, 10:
Shortcut: the subscript is just the term’s position in the line. So if I ask “what is u7?” — I’m asking “what’s the 7th number in this sequence?”
Here’s where things get clever. Instead of writing out the sequence forever, we can give a single formula that lets you find any term you want — without listing all the previous ones.
This is called the nth term formula, and it’s usually written as un = (some expression in n).
For example, suppose the formula is:
To find any term, you just substitute the term number in for n. Watch:
So the sequence is 1, 3, 5, 7, 9, … — the odd numbers! And we can jump straight to the 100th term without writing out the first 99. That’s the power of the formula.
When you’re given a formula, always start by computing the first 3 or 4 terms. This helps you “see” the pattern and check that you’re using the formula correctly. Many exam questions reward you for clearly listing out the early terms.
Once you understand sequences, a series is super easy. A series is just what you get when you add up the terms of a sequence.
2, 4, 6, 8, 10
An ordered list of numbers, separated by commas.
2 + 4 + 6 + 8 + 10
The sum of those same numbers, joined by plus signs.
So they’re closely related — a series is what you get when you “add up” a sequence. Whenever a question asks for the “sum of the first n terms”, they want a series.
One-line summary: a sequence is a list, a series is a sum. Same numbers, different operation.
Just like we used un for “the nth term”, we use Sn as shorthand for “the sum of the first n terms”.
So:
Let’s try it. For the sequence 1, 3, 5, 7, 9:
Cool spot: notice anything? The sums 1, 4, 9, 16, 25 are the perfect squares! That’s because the sum of the first n odd numbers is always n². Sequences and series are full of beautiful patterns like this.
Before the worked examples, let’s lock in all the language we’ve learned. You’ll see these terms in every IB exam question on this topic:
Term: a single number in the sequence
First term: u1
nth term: un (the general term)
Rule: the pattern that links each term
Series: the sum of a sequence
Sn: sum of the first n terms
Partial sum: the sum up to a certain term (e.g. S5)
Sum to infinity: the sum of all terms (you’ll meet this later)
A sequence is given by the formula un = 5 − 2n. Find:
(a) The first five terms of the sequence.
(b) The value of S5.
Answer:
A sequence has nth term formula un = n² + 1. Find:
(a) The 8th term.
(b) The value of n for which un = 50.
Answer:
Final word from your teacher: the language of sequences and series might look formal at first, but it’s really just shorthand. Once you’re comfortable with un (the nth term) and Sn (the sum of the first n terms), the upcoming lessons on arithmetic and geometric sequences will feel like a natural extension. Practise generating a few sequences from formulas — that’s all the foundation you need to move forward.
Get 1-on-1 help from an IB examiner who knows exactly what Paper 1 & 2 are looking for.