IB Maths Paper 1 & 2 15 min read

Sigma Notation

Hi! Today we’re learning sigma notation — a fancy way of writing “add up these numbers” using the Greek letter Σ. It looks scary on first sight, but I promise it’s just a compact way of writing a long sum. Once you know how to read it, you’ll save tons of writing time, and exam questions become much easier to handle.

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What you will learn today

  • What the Σ symbol actually means
  • How to read a sigma expression piece by piece
  • How to expand a sigma expression into a normal sum
  • How to write a sum in sigma notation yourself
  • How to use your GDC to evaluate a sum quickly
  • 3 worked examples covering everything you need for the exam

Step 1: What is sigma notation?

The Greek capital letter Σ (called “sigma”) stands for “sum”. Whenever mathematicians want to say “add up a list of things”, they use this symbol instead of writing out the whole sum.

For example, instead of writing:

1 + 2 + 3 + 4 + 5 + 6 + 7 + 8 + 9 + 10

You can write the same thing as:

10Σr = 1 r   =   1 + 2 + 3 + … + 10

Both expressions mean exactly the same thing — but the sigma version is much shorter, especially when you have lots of terms. It’s just shorthand!

Why “Σ” for sum? “Σ” is the capital version of the Greek letter “sigma”, which is the equivalent of the English letter “S” — and “S” stands for Sum. Mathematicians have been using this symbol for over 250 years (since Leonhard Euler in the 1700s). Don’t let the foreign letter scare you — it’s just a fancy “S”.

Step 2: The anatomy of a sigma expression

Every sigma expression has 4 parts. Let me break them down using a simple example:

5Σr = 1 (2r − 1)
1Σ (the sigma) — tells you to “add up” everything that follows.
2The bottom (lower limit) — tells you the starting value of r. Here, start at r = 1.
3The top (upper limit) — tells you the ending value of r. Here, end at r = 5.
4The expression after Σ — the formula for each term. Here, it’s (2r − 1).

So this expression says: “Take (2r − 1), substitute r = 1, 2, 3, 4, 5, and add up all the answers.”

  1. r = 1:   2(1) − 1 = 1
  2. r = 2:   2(2) − 1 = 3
  3. r = 3:   2(3) − 1 = 5
  4. r = 4:   2(4) − 1 = 7
  5. r = 5:   2(5) − 1 = 9
  6. Add them up:   1 + 3 + 5 + 7 + 9 = 25

So 5Σr = 1 (2r − 1) = 25. We just turned a 5-term sum into a single number.

Memory hook: the sigma is like a recipe. The top and bottom numbers tell you how many times to repeat the recipe. The expression on the right is what to cook each time. The Σ symbol means “add it all up at the end”.

Step 3: The “letter” doesn’t matter

The letter inside the sum (we used r above) is called the index or counter. You can use any letter you like — most commonly r, k, or i. The letter is just a placeholder. The result is exactly the same:

Using r

4Σr = 1 r²

= 1² + 2² + 3² + 4² = 30

Using k

4Σk = 1 k²

= 1² + 2² + 3² + 4² = 30

See? Same answer. Don’t get confused if a question uses k or i instead of r — they all do the same job.

Step 4: Lower limits don’t have to start at 1

This is something students often miss. The lower limit (the bottom number) doesn’t always have to be 1. It can be 0, 2, 7 — any whole number. Always check carefully where the sum starts.

For example:

4Σk = 0 k³   =   0³ + 1³ + 2³ + 3³ + 4³   =   0 + 1 + 8 + 27 + 64 = 100

Notice that we start at k = 0 and end at k = 4 — that’s 5 terms, not 4!

Another example with a higher starting point:

14Σk = 7 (2k − 13)

This says: substitute k = 7, 8, 9, 10, 11, 12, 13, 14 (that’s 8 terms!) into (2k − 13), and add them all up.

Counting tip: the number of terms in a sigma expression is (upper limit − lower limit + 1). So 14Σk = 7 has 14 − 7 + 1 = 8 terms. Don’t forget the “+ 1” — that catches almost every student at least once!

Step 5: Reading sigma in 4 quick steps

Whenever you see a sigma expression, follow this little routine:

  1. Identify the index letter (usually r, k, or i).
  2. Note the start value (the bottom number).
  3. Note the end value (the top number).
  4. Substitute each whole number from start to end into the expression, then add them all up.

That’s it! With practice, you’ll be able to read sigma expressions as fast as a normal sum.

Step 6: Writing your own sigma notation

Sometimes the exam will ask you to convert a written-out sum INTO sigma notation. The trick is to find the nth term formula for the pattern, then plug it into the sigma “template”.

Let’s try one. Write the sum 2 + 4 + 6 + 8 + 10 + 12 in sigma notation.

  1. Spot the pattern. Each term is even — the rule is “double the term number”. So the formula is 2k.
  2. Find the limits. First term (2) corresponds to k = 1, and last term (12) corresponds to k = 6.
  3. Write it:   6Σk = 1 2k

Quick check: does 6Σk = 1 2k = 2 + 4 + 6 + 8 + 10 + 12 = 42? Yes ✓ — and 6 + 5 + 4 + 3 + 2 + 1 = 21, doubled = 42. Lovely.

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Use your GDC to check your answers!

Almost every modern graphing calculator (GDC) has a built-in sigma function. On a TI-84 or TI-Nspire, you can find it under the Math menu (look for “summation Σ”). On a Casio fx-CG50, it’s under the OPTN menu.

Type in the lower limit, upper limit, and expression — and your GDC will work out the sum instantly. This is the perfect way to check your answer after working it out by hand.

Step 7: Worked examples

Worked Example 1 — Evaluate a sigma expression

Evaluate:   4Σr = 1 r²

Answer:

Step 1: substitute r = 1, 2, 3, 4 into r². r = 1:   1² = 1 r = 2:   2² = 4 r = 3:   3² = 9 r = 4:   4² = 16 Step 2: add them all up. 1 + 4 + 9 + 16 = 30 30 This is the sum of the first 4 perfect squares!

Worked Example 2 — Convert to sigma notation

A sequence is given by un = 2 × 3n − 1 for n ∈ ℤ⁺.

(a) Write u1 + u2 + u3 + … + u6 in sigma notation.

(b) Write u7 + u8 + u9 + … + u12 in sigma notation.

Answer:

Part (a): we want the sum from term 1 to term 6. Lower limit: k = 1 Upper limit: k = 6 Expression: 2 × 3k − 1 6Σk = 1 2 × 3k − 1 Part (b): now we want the sum from term 7 to term 12. Lower limit: k = 7 Upper limit: k = 12 12Σk = 7 2 × 3k − 1 The expression stays the same — only the limits change!

Worked Example 3 — Lower limit not 1

Evaluate:   5Σk = 2 (3k + 1)

Answer:

Step 1: notice the lower limit is k = 2, NOT k = 1! Step 2: substitute k = 2, 3, 4, 5 into (3k + 1). k = 2:   3(2) + 1 = 7 k = 3:   3(3) + 1 = 10 k = 4:   3(4) + 1 = 13 k = 5:   3(5) + 1 = 16 Step 3: add them up. Number of terms = 5 − 2 + 1 = 4. 7 + 10 + 13 + 16 = 46 46

Mistakes to avoid

  • Assuming the lower limit is always 1. Always check! It can be 0, 2, 7, or any whole number. Read carefully before plugging in.
  • Forgetting the “+ 1” when counting terms. The number of terms is (upper limit − lower limit + 1). For example, 10Σr = 3 has 10 − 3 + 1 = 8 terms, not 7.
  • Stopping the sum one term too early or late. The upper limit is INCLUDED in the sum. 5Σr = 1 means r goes 1, 2, 3, 4, 5 — and r = 5 IS one of the terms.
  • Misreading the index letter. If the expression is r² but you accidentally use k, you might get confused. Always make sure the letter you substitute matches the letter under the Σ.
  • Not substituting carefully when the formula is complex. For something like 3Σr = 1 2r, the answer is 2¹ + 2² + 2³ = 14, NOT 2 + 2 + 2 = 6. Substitute carefully!
  • Forgetting brackets. If the expression is (2r − 1) and you skip the brackets, you might compute 2r first and then subtract 1 only once at the end. The minus 1 applies to EACH term.

Final word from your teacher: sigma notation is one of those things that seems intimidating but is actually just a shortcut. Once you’ve practised reading 4 or 5 expressions, you’ll start to “see through” the symbol and understand the sum behind it. In future lessons (especially arithmetic and geometric series), you’ll see sigma notation again and again — so it’s worth getting comfortable with it now. And remember: your GDC can always check your work!

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