Skip to content

Unit 10: Infinite Sums and Series (BC-only)

AP Calc cheatsheet

Open β†—

Loading…

A sequence is a function whose domain is the positive integers:

a1,a2,a3,…a_1, a_2, a_3, \dots

We write

lim⁑nβ†’βˆžan=L\lim_{n \to \infty} a_n = L

if the terms approach LL.

If βˆ‘an\sum a_n converges, then necessarily anβ†’0a_n \to 0. The converse is false.

A sequence can converge, diverge to infinity, diverge to negative infinity, or oscillate without approaching one value.

Common tools for sequence limits include:

  • comparing growth rates,
  • using known function limits,
  • dividing by the highest power of nn,
  • recognizing geometric behavior,
  • using monotonicity and boundedness.

If a sequence is increasing and bounded above, it converges. If it is decreasing and bounded below, it converges. This is useful when an explicit limit is hard to compute. To review sequences, you can check out Unit 13/14 of AP Precalculus.


A sequence is a list of terms. A series is the sum of those terms. Again, you can review more in Unit 13/14 of AP Precalculus.

An infinite series is the sum

βˆ‘n=1∞an.\sum_{n=1}^{\infty} a_n.

Its convergence is defined by the sequence of partial sums:

SN=βˆ‘n=1Nan.S_N = \sum_{n=1}^{N} a_n.

The series converges when

lim⁑Nβ†’βˆžSN\lim_{N\to\infty}S_N

exists as a finite number. Otherwise, the series diverges.


Theorem (nth-Term Test for Divergence). If

lim⁑nβ†’βˆžanβ‰ 0\lim_{n \to \infty} a_n \ne 0

or the limit does not exist, then

βˆ‘an\sum a_n

diverges.

Proof (nth-term test for divergence). If an infinite series converges to a finite sum, then the partial sums

SN=a1+a2+β‹―+aNS_N=a_1+a_2+\cdots+a_N

must settle down. Consecutive partial sums then get closer together. But

SNβˆ’SNβˆ’1=aN.S_N-S_{N-1}=a_N.

So the terms must approach 00. If they do not, the partial sums cannot settle to one finite value, and thus, the infinite series diverges.

Key idea. The nth-term test can only prove divergence. It never proves convergence.

Example. Use the nth-term test to determine whether βˆ‘n=1∞3n+12nβˆ’5\sum_{n=1}^{\infty}\frac{3n+1}{2n-5} converges or diverges.

Look at the terms:

an=3n+12nβˆ’5.a_n=\frac{3n+1}{2n-5}.

Divide numerator and denominator by nn:

lim⁑nβ†’βˆž3n+12nβˆ’5=lim⁑nβ†’βˆž3+1n2βˆ’5n=32.\lim_{n\to\infty}\frac{3n+1}{2n-5} = \lim_{n\to\infty}\frac{3+\frac1n}{2-\frac5n} = \frac32.

Since the terms do not approach 00, the series diverges by the nth-term test.


The infinite series (known as a geometric series)

βˆ‘n=0∞arn\sum_{n=0}^{\infty} ar^n

converges when ∣r∣<1\lvert r \rvert < 1 and then

βˆ‘n=0∞arn=a1βˆ’r.\sum_{n=0}^{\infty} ar^n = \frac{a}{1-r}.

Proof (Geometric series formula). Let

SN=a+ar+ar2+β‹―+arN.S_N=a+ar+ar^2+\cdots+ar^N.

Multiplying by rr gives

rSN=ar+ar2+β‹―+arN+1.rS_N=ar+ar^2+\cdots+ar^{N+1}.

Subtracting cancels the middle terms:

SNβˆ’rSN=aβˆ’arN+1.S_N-rS_N=a-ar^{N+1}.

So

SN=a(1βˆ’rN+1)1βˆ’r.S_N=\frac{a(1-r^{N+1})}{1-r}.

If ∣r∣<1\lvert r\rvert<1, then rN+1β†’0r^{N+1}\to0, leaving

a1βˆ’r.\frac{a}{1-r}.

Example. Does the series βˆ‘n=0∞3(14)n\displaystyle\sum_{n=0}^{\infty} 3\left(\tfrac{1}{4}\right)^n converge? If so, evaluate it out.

This is geometric with first term a=3a=3 and ratio r=14r=\tfrac14. Since ∣r∣=14<1\lvert r \rvert=\tfrac14<1, the series converges and we may apply the formula:

βˆ‘n=0∞3(14)n=a1βˆ’r=31βˆ’14=334.\sum_{n=0}^{\infty} 3\left(\tfrac{1}{4}\right)^n = \frac{a}{1-r} = \frac{3}{1-\tfrac14} = \frac{3}{\tfrac34}.

Simplifying,

334=3β‹…43=4.\frac{3}{\tfrac34} = 3\cdot\frac{4}{3} = 4.

So the sum is 44.


Definition. A p-series is defined as

βˆ‘n=1∞1np\sum_{n=1}^{\infty} \frac{1}{n^p}

for some positive integer pp. The p-series wil only converges if and only if p>1p>1.

The harmonic series is a special case of the pp-series with p=1p=1:

βˆ‘n=1∞1n.\sum_{n=1}^{\infty} \frac{1}{n}.

The harmonic series by definition diverges.

The proof of the pp-series converge requires techniques talked about later in this lesson.

Example. Classify each series as convergent or divergent:

βˆ‘n=1∞1n2,βˆ‘n=1∞1n.\sum_{n=1}^{\infty}\frac{1}{n^2},\qquad \sum_{n=1}^{\infty}\frac{1}{\sqrt{n}}.

Each is a p-series, so we only need to read off pp and compare it to 11.

For the first series, the denominator is n2n^2, so p=2p=2. Since p=2>1p=2>1, the series

βˆ‘n=1∞1n2\sum_{n=1}^{\infty}\frac{1}{n^2}

converges.

For the second series, 1n=1n1/2\frac{1}{\sqrt{n}}=\frac{1}{n^{1/2}}, so p=12p=\tfrac12. Since p=12≀1p=\tfrac12\le1, the series

βˆ‘n=1∞1n\sum_{n=1}^{\infty}\frac{1}{\sqrt{n}}

diverges. The terms shrink to zero, but not fast enough for the sum to stay finite.

Note that while pp-series are easy to determine convergence, it is really hard to find the value for a convergent series. If you are curious, you can research the Riemann zeta function.


Theorem (Integral Test). If f(x)f(x) is positive, continuous, and decreasing for large xx with f(n)=anf(n)=a_n, then

βˆ‘an\sum a_n

and

∫f(x) dx\int f(x)\,dx

either both converge or both diverge.

Proof (Integral Test). Suppose ff is positive, continuous, and decreasing, with f(n)=anf(n)=a_n. On each interval [n,n+1][n,n+1], the decreasing condition gives

f(n+1)≀f(x)≀f(n).f(n+1)\le f(x)\le f(n).

Integrating over that interval gives

f(n+1)β‰€βˆ«nn+1f(x) dx≀f(n).f(n+1)\le \int_n^{n+1}f(x)\,dx\le f(n).

Adding these inequalities from n=1n=1 to n=Nn=N gives comparison bounds between partial sums and integrals:

βˆ‘n=2N+1anβ‰€βˆ«1N+1f(x) dxβ‰€βˆ‘n=1Nan.\sum_{n=2}^{N+1}a_n \le \int_1^{N+1}f(x)\,dx \le \sum_{n=1}^{N}a_n.

These inequalities show that the positive series and the improper integral control each other up to a finite first term. Therefore, if one has a finite limit, so does the other; if one grows without bound, so does the other.

Example. Use the Integral Test to determine whether

βˆ‘n=2∞1nln⁑n\sum_{n=2}^{\infty}\frac{1}{n\ln n}

converges or diverges.

Let

f(x)=1xln⁑x.f(x)=\frac{1}{x\ln x}.

For xβ‰₯2x\ge2, this function is positive, continuous, and decreasing. Compare the series to the improper integral

∫2∞1xln⁑x dx.\int_2^\infty \frac{1}{x\ln x}\,dx.

Use u=ln⁑xu=\ln x, so du=1x dxdu=\frac{1}{x}\,dx:

∫2∞1xln⁑x dx=∫ln⁑2∞1u du.\int_2^\infty \frac{1}{x\ln x}\,dx = \int_{\ln 2}^{\infty}\frac{1}{u}\,du.

This integral diverges because

∫ln⁑2b1u du=ln⁑bβˆ’ln⁑(ln⁑2)\int_{\ln 2}^{b}\frac{1}{u}\,du = \ln b-\ln(\ln 2)

grows without bound as bβ†’βˆžb\to\infty. Therefore, by the Integral Test,

βˆ‘n=2∞1nln⁑n\sum_{n=2}^{\infty}\frac{1}{n\ln n}

diverges.


Comparison tests are about matching behavior to a known benchmark. For positive series:

  • to prove convergence, compare above by a convergent series,
  • to prove divergence, compare below by a divergent series.

There are two types of comparisons: direct comparison, and limit comparison.

Theorem (Direct comparison test).

  • If 0≀an≀bn0 \le a_n \le b_n and βˆ‘bn\sum b_n converges, then βˆ‘an\sum a_n converges,
  • If 0≀bn≀an0 \le b_n \le a_n and βˆ‘bn\sum b_n diverges, then βˆ‘an\sum a_n diverges.

Theorem (Limit comparison test). If

lim⁑nβ†’βˆžanbn=c\lim_{n \to \infty} \frac{a_n}{b_n} = c

with 0<c<∞0<c<\infty, then βˆ‘an\sum a_n and βˆ‘bn\sum b_n behave the same.

Limit comparison is often cleaner when the terms look like rational expressions or radicals, where it is hard to see if all the terms are greater/less than the desired function.

Proof (Comparison tests). For direct comparison, assume 0≀an≀bn0\le a_n\le b_n. If βˆ‘bn\sum b_n converges, then its partial sums are bounded above. Since

0β‰€βˆ‘n=1Nanβ‰€βˆ‘n=1Nbn,0\le \sum_{n=1}^{N}a_n\le \sum_{n=1}^{N}b_n,

the partial sums of βˆ‘an\sum a_n are increasing and bounded, so βˆ‘an\sum a_n converges. The divergence part is the same idea reversed: if 0≀bn≀an0\le b_n\le a_n and βˆ‘bn\sum b_n diverges, then the larger partial sums βˆ‘an\sum a_n must also grow without bound.

For limit comparison, if

lim⁑nβ†’βˆžanbn=c\lim_{n\to\infty}\frac{a_n}{b_n}=c

with 0<c<∞0<c<\infty, then for large nn the ratio an/bna_n/b_n is trapped between two positive constants. That means ana_n is eventually between constant multiples of bnb_n, so direct comparison makes the two series have the same convergence behavior.

Example. Determine whether βˆ‘n=1∞1n2+1\displaystyle\sum_{n=1}^{\infty}\frac{1}{n^2+1} converges.

The terms are positive, and for every nβ‰₯1n\ge1 we have n2+1>n2n^2+1>n^2, so

0≀1n2+1≀1n2.0 \le \frac{1}{n^2+1} \le \frac{1}{n^2}.

The benchmark series βˆ‘1n2\sum \frac{1}{n^2} is a p-series with p=2>1p=2>1, so it converges. By direct comparison, the smaller positive series converges as well:

βˆ‘n=1∞1n2+1\sum_{n=1}^{\infty}\frac{1}{n^2+1}

converges.

Example. Determine whether

βˆ‘n=1∞3n2+1n3+5\sum_{n=1}^{\infty}\frac{3n^2+1}{n^3+5}

converges or diverges.

For large nn, the dominant terms are 3n23n^2 and n3n^3, so the series behaves like

3n2n3=3n.\frac{3n^2}{n^3}=\frac{3}{n}.

Use Limit Comparison with bn=1nb_n=\frac{1}{n}:

lim⁑nβ†’βˆž3n2+1n3+51n=lim⁑nβ†’βˆžn(3n2+1)n3+5=lim⁑nβ†’βˆž3n3+nn3+5=3.\lim_{n\to\infty} \frac{\frac{3n^2+1}{n^3+5}}{\frac{1}{n}} = \lim_{n\to\infty} \frac{n(3n^2+1)}{n^3+5} = \lim_{n\to\infty} \frac{3n^3+n}{n^3+5} =3.

Since the limit is a positive finite number and βˆ‘1n\sum \frac1n diverges, the given series diverges by Limit Comparison.


An alternating series often has the form

βˆ‘n=1∞(βˆ’1)nbn\sum_{n=1}^{\infty} (-1)^n b_n

or

βˆ‘n=1∞(βˆ’1)n+1bn\sum_{n=1}^{\infty} (-1)^{n+1} b_n

with bn>0b_n > 0.

For positive-term series, convergence is about whether the sum of positive amounts stays finite. For alternating series, positive and negative terms can cancel. That creates two levels of convergence.

If

βˆ‘βˆ£an∣\sum \lvert a_n \rvert

converges, then βˆ‘an\sum a_n converges absolutely.

If βˆ‘an\sum a_n converges but βˆ‘βˆ£an∣\sum \lvert a_n \rvert diverges, the convergence is conditional.

Absolute convergence is stronger. If a series converges absolutely, it converges.

Theorem (Alternating Series Test). The series converges conditionally if:

  • bnb_n decreases eventually,
  • bnβ†’0b_n \to 0.

Proof (Alternating Series Test). Consider an alternating series

b1βˆ’b2+b3βˆ’b4+β‹―b_1-b_2+b_3-b_4+\cdots

where bn>0b_n>0, bnb_n decreases, and bn→0b_n\to0. The even partial sums increase:

S2≀S4≀S6≀⋯ ,S_2\le S_4\le S_6\le\cdots,

because each pair added after S2S_2 has the form b2k+1βˆ’b2k+2β‰₯0b_{2k+1}-b_{2k+2}\ge0. The odd partial sums decrease:

S1β‰₯S3β‰₯S5β‰₯⋯ ,S_1\ge S_3\ge S_5\ge\cdots,

because each pair added after S1S_1 has the form βˆ’b2k+b2k+1≀0-b_{2k}+b_{2k+1}\le0. Also, every even partial sum is below every odd partial sum, and the gap between neighboring odd and even partial sums is one term:

S2k+1βˆ’S2k=b2k+1β†’0.S_{2k+1}-S_{2k}=b_{2k+1}\to0.

So the even and odd partial sums squeeze toward the same limit, meaning the alternating series converges.

Example. Show that the alternating harmonic series βˆ‘n=1∞(βˆ’1)n+1n\displaystyle\sum_{n=1}^{\infty}\frac{(-1)^{n+1}}{n} converges.

Write the series as βˆ‘(βˆ’1)n+1bn\sum (-1)^{n+1} b_n with bn=1n>0b_n=\frac{1}{n}>0. We check the two hypotheses of the Alternating Series Test.

First, the magnitudes decrease, since

bn+1=1n+1<1n=bn.b_{n+1}=\frac{1}{n+1} < \frac{1}{n} = b_n.

Second, the magnitudes tend to zero:

lim⁑nβ†’βˆž1n=0.\lim_{n\to\infty}\frac{1}{n}=0.

Both conditions hold, so by the Alternating Series Test the series converges. (Its sum is in fact ln⁑2\ln 2, and because βˆ‘1n\sum\frac1n diverges, the convergence here is conditional.)

For an alternating series satisfying the Alternating Series Test, the error after using nn terms is at most the magnitude of the first omitted term:

∣Rnβˆ£β‰€bn+1.\lvert R_n\rvert\le b_{n+1}.

This works because the partial sums trap the true value from alternating sides, and each new term makes the trap smaller, and thus the β€œtrap” can be modeled as the next term in the series.

Example. Approximate βˆ‘n=1∞(βˆ’1)n+1n2\sum_{n=1}^{\infty}\frac{(-1)^{n+1}}{n^2} using the first 44 terms, and bound the error.

The first four terms give

1βˆ’14+19βˆ’116.1-\frac14+\frac19-\frac{1}{16}.

The first omitted term has magnitude

152=125.\frac{1}{5^2}=\frac{1}{25}.

Therefore the approximation error is at most

125=0.04.\frac{1}{25}=0.04.

Theorem (Ratio Test). Define a variable LL such that

L=lim⁑nβ†’βˆžβˆ£an+1an∣.L = \lim_{n \to \infty} \left\lvert\frac{a_{n+1}}{a_n}\right\rvert.
  • if L<1L<1, converge absolutely,
  • if L>1L>1 or infinite, diverge,
  • if L=1L=1, inconclusive.

Proof (Ratio Test). If

lim⁑nβ†’βˆžβˆ£an+1an∣=L<1,\lim_{n\to\infty}\left\lvert\frac{a_{n+1}}{a_n}\right\rvert=L<1,

then for some number rr with L<r<1L<r<1, the ratio is eventually less than rr. That means the tail of βˆ‘βˆ£an∣\sum \lvert a_n\rvert is bounded by a geometric series with ratio rr, so the series converges absolutely.

If L>1L>1, then eventually ∣an+1∣>∣an∣\lvert a_{n+1}\rvert>\lvert a_n\rvert often enough that the terms cannot approach 00. Therefore the original series diverges by the nth-term test. When L=1L=1, both convergent and divergent examples are possible, so the test is inconclusive.

Theorem (Root Test). Define a variable LL such that

L=lim⁑nβ†’βˆžβˆ£an∣nL = \lim_{n \to \infty} \sqrt[n]{\lvert a_n \rvert}
  • if L<1L<1, converge absolutely,
  • if L>1L>1 or infinite, diverge,
  • if L=1L=1, inconclusive.

Proof (Root Test). If

lim⁑nβ†’βˆžβˆ£an∣n=L<1,\lim_{n\to\infty}\sqrt[n]{\lvert a_n\rvert}=L<1,

then for some rr with L<r<1L<r<1, the terms eventually satisfy

∣an∣n≀r.\sqrt[n]{\lvert a_n\rvert}\le r.

Raising both sides to the nnth power gives

∣anβˆ£β‰€rn.\lvert a_n\rvert\le r^n.

The tail is bounded by a convergent geometric series, so βˆ‘an\sum a_n converges absolutely. If L>1L>1, then eventually ∣an∣n>1\sqrt[n]{\lvert a_n\rvert}>1, so ∣an∣>1\lvert a_n\rvert>1 and the terms do not approach 00. Thus the series diverges. If L=1L=1, the test is inconclusive.

Example. Determine if βˆ‘n=0∞2nn!\displaystyle\sum_{n=0}^{\infty}\frac{2^n}{n!} converges.

Here an=2nn!a_n=\dfrac{2^n}{n!}. Form the ratio of consecutive terms:

an+1an=2n+1(n+1)!β‹…n!2n.\frac{a_{n+1}}{a_n} = \frac{2^{n+1}}{(n+1)!}\cdot\frac{n!}{2^n}.

Now cancel: 2n+12n=2\dfrac{2^{n+1}}{2^n}=2 and n!(n+1)!=1n+1\dfrac{n!}{(n+1)!}=\dfrac{1}{n+1}, so

an+1an=2n+1.\frac{a_{n+1}}{a_n} = \frac{2}{n+1}.

Taking the limit,

L=lim⁑nβ†’βˆž2n+1=0.L=\lim_{n\to\infty}\frac{2}{n+1}=0.

Since L=0<1L=0<1, the Ratio Test guarantees the series converges absolutely. (This is the Maclaurin series for exe^x evaluated at x=2x=2, so it sums to e2e^2. We will learn about this later.)


A power series is a series with a variable in it, often written in the form

βˆ‘n=0∞an(xβˆ’c)n.\sum_{n=0}^{\infty} a_n(x-c)^n.

For a fixed value of xx, this becomes an ordinary numerical series. Some values of xx make the series converge, and other values make it diverge.

The interval of convergence is the set of all xx-values where the power series converges. The radius of convergence is the distance from the center cc to the edge of that interval.

For a power series centered at cc, convergence is centered around cc:

  • the series always converges at x=cx=c,
  • it converges for ∣xβˆ’c∣<R\lvert x-c\rvert<R,
  • it diverges for ∣xβˆ’c∣>R\lvert x-c\rvert>R,
  • the endpoints x=cβˆ’Rx=c-R and x=c+Rx=c+R must be checked separately.

The radius usually comes from the Ratio Test or Root Test. These tests give an inequality involving xx. Solving that inequality gives the open interval first; endpoint testing comes afterward because the Ratio/Root Test usually becomes inconclusive there.

xcΒ‘Rcc+RRRtestsaysconvergeinsidedivergeoutsidedivergeoutsideendpointsneedseparatetests

Example. Find the radius and interval of convergence of βˆ‘n=1∞xnn.\displaystyle\sum_{n=1}^{\infty}\frac{x^n}{n}.

Apply the Ratio Test to the absolute values of the terms, with an=xnna_n=\dfrac{x^n}{n}:

∣an+1an∣=∣xn+1n+1β‹…nxn∣=∣xβˆ£β‹…nn+1.\left\lvert\frac{a_{n+1}}{a_n}\right\rvert = \left\lvert\frac{x^{n+1}}{n+1}\cdot\frac{n}{x^n}\right\rvert = \lvert x\rvert\cdot\frac{n}{n+1}.

Taking the limit,

L=lim⁑nβ†’βˆžβˆ£xβˆ£β‹…nn+1=∣x∣.L=\lim_{n\to\infty}\lvert x\rvert\cdot\frac{n}{n+1}=\lvert x\rvert.

The series converges when L<1L<1, that is when ∣x∣<1\lvert x\rvert<1, so the radius of convergence is R=1R=1. Now test the endpoints.

At x=1x=1 the series is βˆ‘1n\sum \frac{1}{n}, the harmonic series, which diverges.

At x=βˆ’1x=-1 the series is βˆ‘(βˆ’1)nn\sum \frac{(-1)^n}{n}, which converges by the Alternating Series Test.

Including only the endpoint that converges, the interval of convergence is

[βˆ’1, 1).[-1,\,1).

Series tests are tools for different patterns.


A power series is like an infinite polynomial:

βˆ‘n=0∞an(xβˆ’c)n.\sum_{n=0}^{\infty} a_n(x-c)^n.

Inside its interval of convergence, it behaves nicely:

  • it can be differentiated term by term,
  • it can be integrated term by term,
  • the center cc acts like the anchor point for the expansion.

Power series are most often used to approximate functions, especially rational, trigonometric, exponential, or logarithmic functions.

Inside the interval of convergence, a power series can be differentiated or integrated term by term.

This is allowed because power series behave like polynomials inside their interval of convergence. On any smaller closed interval inside the radius of convergence, the series converges uniformly, which means the infinite sum is well-behaved enough that limits, derivatives, and integrals can be handled term by term. For AP purposes, the main rule is:

Example. Find a power series for 1(1βˆ’x)2\frac{1}{(1-x)^2}.

Start with

11βˆ’x=βˆ‘n=0∞xn,∣x∣<1.\frac{1}{1-x}=\sum_{n=0}^{\infty}x^n, \qquad \lvert x\rvert<1.

Differentiate both sides:

1(1βˆ’x)2=βˆ‘n=1∞nxnβˆ’1.\frac{1}{(1-x)^2} = \sum_{n=1}^{\infty}n x^{n-1}.

The interval of convergence remains ∣x∣<1\lvert x\rvert<1 before checking endpoints. In this case, both endpoints diverge, so the interval is (βˆ’1,1)(-1,1).


Taylor series is a power series that build a function from derivative information at one center point. The terms are chosen so that the polynomial matches the function’s value, slope, concavity, and higher-order derivative behavior at the center.

Definition. The Taylor series of ff centered at cc is defined as

βˆ‘n=0∞f(n)(c)n!(xβˆ’c)n.\sum_{n=0}^{\infty} \frac{f^{(n)}(c)}{n!}(x-c)^n.

The Maclaurin series is the special case where c=0c=0.

A function equals its Taylor series only where the series converges to the function, not merely where the series converges.

Proof (Taylor coefficient formula). Suppose a polynomial centered at cc has the form

P(x)=a0+a1(xβˆ’c)+a2(xβˆ’c)2+⋯ .P(x)=a_0+a_1(x-c)+a_2(x-c)^2+\cdots.

Plugging in x=cx=c gives P(c)=a0P(c)=a_0. Differentiating once and plugging in cc gives Pβ€²(c)=a1P'(c)=a_1. Differentiating twice gives Pβ€²β€²(c)=2!a2P''(c)=2!a_2. In general,

P(n)(c)=n!an.P^{(n)}(c)=n!a_n.

So to make the polynomial match the derivatives of ff at cc, the coefficient must be

an=f(n)(c)n!.a_n=\frac{f^{(n)}(c)}{n!}.

Useful Maclaurin series to memorize:

11βˆ’x=βˆ‘n=0∞xn,∣x∣<1\frac{1}{1-x} = \sum_{n=0}^{\infty} x^n, \qquad \lvert x \rvert<1 ex=βˆ‘n=0∞xnn!e^x = \sum_{n=0}^{\infty} \frac{x^n}{n!} sin⁑x=βˆ‘n=0∞(βˆ’1)nx2n+1(2n+1)!\sin x = \sum_{n=0}^{\infty} (-1)^n \frac{x^{2n+1}}{(2n+1)!} cos⁑x=βˆ‘n=0∞(βˆ’1)nx2n(2n)!\cos x = \sum_{n=0}^{\infty} (-1)^n \frac{x^{2n}}{(2n)!}

Note that these are Maclaurin series, meaning that the approximations are centered at x=0x=0.

Example. Find the Maclaurin series for eβˆ’x2e^{-x^2}.

Start from the known series

eu=βˆ‘n=0∞unn!=1+u+u22!+u33!+⋯ ,e^u = \sum_{n=0}^{\infty}\frac{u^n}{n!} = 1 + u + \frac{u^2}{2!} + \frac{u^3}{3!} + \cdots,

which is valid for all uu. Substitute u=βˆ’x2u=-x^2:

eβˆ’x2=βˆ‘n=0∞(βˆ’x2)nn!=βˆ‘n=0∞(βˆ’1)nx2nn!.e^{-x^2} = \sum_{n=0}^{\infty}\frac{(-x^2)^n}{n!} = \sum_{n=0}^{\infty}\frac{(-1)^n x^{2n}}{n!}.

Writing out the first few terms,

eβˆ’x2=1βˆ’x2+x42!βˆ’x63!+β‹―=1βˆ’x2+x42βˆ’x66+⋯ .e^{-x^2} = 1 - x^2 + \frac{x^4}{2!} - \frac{x^6}{3!} + \cdots = 1 - x^2 + \frac{x^4}{2} - \frac{x^6}{6} + \cdots.

Because the original series converges for all uu, this one converges for all xx.

The nnth Taylor polynomial is the finite truncation:

Tn(x)=βˆ‘k=0nf(k)(c)k!(xβˆ’c)k.T_n(x) = \sum_{k=0}^{n} \frac{f^{(k)}(c)}{k!}(x-c)^k.

Taylor polynomials are used to estimate values of functions when exact computation is inconvenient. The center should be close to the input value whenever possible, because powers of xβˆ’cx-c become small near the center. For alternating series, the first omitted term gives a clean error bound (since like before, the other terms will slowly make the error less). For non-alternating Taylor series, we often use the Lagrange error bound:

∣Rn(x)βˆ£β‰€M(n+1)!∣xβˆ’c∣n+1,\lvert R_n(x)\rvert \le \frac{M}{(n+1)!}\lvert x-c\rvert^{n+1},

where MM is an upper bound for ∣f(n+1)(t)∣\lvert f^{(n+1)}(t)\rvert between cc and xx.

Proof (Lagrange error bound). The remainder after the degree nn Taylor polynomial is

Rn(x)=f(x)βˆ’Tn(x).R_n(x)=f(x)-T_n(x).

For functions with enough derivatives, a result about Taylor remainders says this leftover error can be written as

Rn(x)=f(n+1)(ΞΎ)(n+1)!(xβˆ’c)n+1R_n(x)=\frac{f^{(n+1)}(\xi)}{(n+1)!}(x-c)^{n+1}

for some number ξ\xi between cc and xx. If MM is an upper bound for ∣f(n+1)(t)∣\lvert f^{(n+1)}(t)\rvert on that interval, then

∣f(n+1)(ΞΎ)βˆ£β‰€M.\lvert f^{(n+1)}(\xi)\rvert\le M.

Taking absolute values of the remainder formula gives

∣Rn(x)∣=∣f(n+1)(ΞΎ)(n+1)!(xβˆ’c)n+1βˆ£β‰€M(n+1)!∣xβˆ’c∣n+1.\lvert R_n(x)\rvert = \left\lvert\frac{f^{(n+1)}(\xi)}{(n+1)!}(x-c)^{n+1}\right\rvert \le \frac{M}{(n+1)!}\lvert x-c\rvert^{n+1}.

Example. The Maclaurin series sin⁑x=xβˆ’x33!+x55!βˆ’β‹―\displaystyle\sin x = x - \frac{x^3}{3!} + \frac{x^5}{5!} - \cdots is alternating with decreasing magnitudes for small xx. Estimate sin⁑(0.5)\sin(0.5) using the first two terms and bound the error.

Using the first two terms,

sin⁑(0.5)β‰ˆ0.5βˆ’(0.5)33!=0.5βˆ’0.1256β‰ˆ0.479167.\sin(0.5) \approx 0.5 - \frac{(0.5)^3}{3!} = 0.5 - \frac{0.125}{6} \approx 0.479167.

By the alternating series error bound, the error is at most the magnitude of the first omitted term, here the x5x^5 term:

∣Rβˆ£β‰€(0.5)55!=0.03125120β‰ˆ0.00026.\lvert R \rvert \le \frac{(0.5)^5}{5!} = \frac{0.03125}{120} \approx 0.00026.

So the true value of sin⁑(0.5)\sin(0.5) lies within about 0.000260.00026 of the estimate. (The actual value is sin⁑(0.5)β‰ˆ0.479426\sin(0.5)\approx0.479426, comfortably inside that bound.)

Example. How many nonzero terms of the Maclaurin series for sin⁑x\sin x are needed to approximate sin⁑(0.4)\sin(0.4) with error less than 0.00010.0001?

The Maclaurin series is

sin⁑x=xβˆ’x33!+x55!βˆ’x77!+⋯ .\sin x=x-\frac{x^3}{3!}+\frac{x^5}{5!}-\frac{x^7}{7!}+\cdots.

This is alternating near x=0x=0, so the error is at most the first omitted term. Test the omitted terms at x=0.4x=0.4.

Using only the first term 0.40.4, the first omitted term is

0.433!β‰ˆ0.0107,\frac{0.4^3}{3!}\approx0.0107,

which is too large. Using the first two nonzero terms, the first omitted term is

0.455!β‰ˆ0.0000853.\frac{0.4^5}{5!}\approx0.0000853.

This is less than 0.00010.0001, so two nonzero terms are enough:

sin⁑(0.4)β‰ˆ0.4βˆ’0.433!.\sin(0.4)\approx0.4-\frac{0.4^3}{3!}.

The binomial series generalizes powers of a+xa+x using the binomial theorem:

(a+x)p=βˆ‘n=0∞(pn)xnapβˆ’n,∣xa∣<1,(a+x)^p = \sum_{n=0}^{\infty}\binom{p}{n}x^n a^{p-n}, \qquad \left\lvert\frac{x}{a}\right\rvert<1,

where

(pn)=p(pβˆ’1)(pβˆ’2)β‹―(pβˆ’n+1)n!.\binom{p}{n} = \frac{p(p-1)(p-2)\cdots(p-n+1)}{n!}.

The first few terms are

(a+x)p=ap+papβˆ’1x+p(pβˆ’1)2!apβˆ’2x2+p(pβˆ’1)(pβˆ’2)3!apβˆ’3x3+⋯ .(a+x)^p = a^p+pa^{p-1}x+\frac{p(p-1)}{2!}a^{p-2}x^2+\frac{p(p-1)(p-2)}{3!}a^{p-3}x^3+\cdots.

Proof (Binomial series coefficients). Suppose

(a+x)p=a0+a1x+a2x2+a3x3+⋯ .(a+x)^p=a_0+a_1x+a_2x^2+a_3x^3+\cdots.

At x=0x=0, the left side equals apa^p, so a0=apa_0=a^p. Differentiate:

p(a+x)pβˆ’1=a1+2a2x+3a3x2+⋯ .p(a+x)^{p-1}=a_1+2a_2x+3a_3x^2+\cdots.

Setting x=0x=0 gives

a1=papβˆ’1.a_1=pa^{p-1}.

Differentiate twice:

p(pβˆ’1)(a+x)pβˆ’2=2a2+6a3x+⋯ .p(p-1)(a+x)^{p-2}=2a_2+6a_3x+\cdots.

Setting x=0x=0 gives

a2=p(pβˆ’1)2!apβˆ’2.a_2=\frac{p(p-1)}{2!}a^{p-2}.

Continuing this pattern gives

an=p(pβˆ’1)(pβˆ’2)β‹―(pβˆ’n+1)n!apβˆ’n.a_n=\frac{p(p-1)(p-2)\cdots(p-n+1)}{n!}a^{p-n}.

Substituting these coefficients into the power series gives the binomial series.

Binomial series can be used for any pp for (x+a)p(x+a)^p (including roots, which are just fractional powers) and just require the binomial theorem (Unit 13/14 of AP Precalculus)

Example. Find the first four nonzero terms of the Maclaurin series for 1+x\sqrt{1+x}.

Write

1+x=(1+x)1/2.\sqrt{1+x}=(1+x)^{1/2}.

Use the binomial series with p=12p=\frac12:

(1+x)1/2=1+12x+12(12βˆ’1)2!x2+12(12βˆ’1)(12βˆ’2)3!x3+⋯ .(1+x)^{1/2} =1+\frac12x+\frac{\frac12(\frac12-1)}{2!}x^2 +\frac{\frac12(\frac12-1)(\frac12-2)}{3!}x^3+\cdots.

Simplify the coefficients:

12(βˆ’12)2=βˆ’18,\frac{\frac12(-\frac12)}{2} =-\frac18,

and

12(βˆ’12)(βˆ’32)6=116.\frac{\frac12(-\frac12)(-\frac32)}{6} =\frac{1}{16}.

Therefore

1+x=1+x2βˆ’x28+x316+⋯ .\sqrt{1+x} = 1+\frac{x}{2}-\frac{x^2}{8}+\frac{x^3}{16}+\cdots.

Series can be used to:

  • approximate function values,
  • estimate definite integrals whose antiderivatives are not elementary (meaning they can’t be solved using algebraic functions like trig or exponents),
  • represent functions as power series,
  • solve differential equations through coefficient matching.

Example. Use a series to approximate

∫00.5eβˆ’x2 dx\int_0^{0.5} e^{-x^2}\,dx

through the x4x^4 term of the integrand.

Start with

eβˆ’x2=1βˆ’x2+x42!βˆ’x63!+⋯ .e^{-x^2}=1-x^2+\frac{x^4}{2!}-\frac{x^6}{3!}+\cdots.

Through the x4x^4 term,

eβˆ’x2β‰ˆ1βˆ’x2+x42.e^{-x^2}\approx 1-x^2+\frac{x^4}{2}.

Integrate term by term:

∫00.5eβˆ’x2 dxβ‰ˆβˆ«00.5(1βˆ’x2+x42) dx.\int_0^{0.5} e^{-x^2}\,dx \approx \int_0^{0.5}\left(1-x^2+\frac{x^4}{2}\right)\,dx.

So

∫00.5eβˆ’x2 dxβ‰ˆ[xβˆ’x33+x510]00.5.\int_0^{0.5} e^{-x^2}\,dx \approx \left[x-\frac{x^3}{3}+\frac{x^5}{10}\right]_0^{0.5}.

Substitute 0.50.5:

0.5βˆ’0.533+0.5510=0.5βˆ’0.1253+0.0312510β‰ˆ0.46146.0.5-\frac{0.5^3}{3}+\frac{0.5^5}{10} = 0.5-\frac{0.125}{3}+\frac{0.03125}{10} \approx 0.46146.

Series questions are decision problems. The hard part is usually not algebra; it is choosing a test whose hypotheses match the series.

For Taylor polynomials, remember that approximation and error are linked. A polynomial is useful only when you know where it is centered, what degree it has, and how large the possible remainder could be.