Number series and convergence tests
A series is the limit of its sequence of partial sums — and only in a few lucky cases can that limit be computed outright. So instead of the sum, a humbler question is asked first: does the series have a sum at all. The tests answer it: comparison, ratio, root and Leibniz.
Before you start
This topic builds on earlier ideas. Before you start, it's worth working through the lessons below — they'll make everything click:
Where this is used
Real situations where you count exactly the way this lesson teaches:
- A stack of blocks leaning off the tableBlocks piled one on another can hang over the edge of a table further the more of them there are: with n blocks the maximum overhang is half the n-th partial sum of the harmonic series. Four blocks give 1.04 block lengths, and to pass two lengths you need as many as 31. The overhang grows without bound, because the harmonic series diverges — it just grows desperately slowly.
- How many packets to fill a sticker albumAn album holds 50 different stickers and a packet contains one at random. The expected number of packets is 50 times the 50th partial sum of the harmonic series, i.e. 50·4.499 ≈ 225 packets — four and a half times the number of stickers. The last few missing slots cost more than the whole first half of the album.
- How many terms to sum in a programA program has to compute the sum of the series 1/n², which is about 1.6449. The remainder after n terms is smaller than 1/n, so an accuracy of 0.001 needs a thousand terms and an accuracy of 0.000001 already needs a million. The comparison test says the sum exists; the bound on the remainder says when the loop may stop.
- Total number of decays of an isotopeA counter records decays over successive whole hours while the activity falls off exponentially: for a half-life of 6 hours the successive counts form a series with ratio e^(−ln2/6) ≈ 0.891. The ratio test gives the limit 0.891 < 1, so the series converges, and with 2 million decays in the first count the total is 2·10⁶/0.109 ≈ 1.83·10⁷.
All formulas
Partial sum
the finite sum of the first n terms
Sum of a series
the limit of the sequence of partial sums
Necessary condition
it does not run backwards
Comparison test
smaller than a convergent series is convergent
Ratio test
divergent for g > 1, inconclusive for g = 1
Root test
divergent for g > 1, inconclusive for g = 1
Leibniz test
a sequence decreasing to zero, alternating signs
Absolute convergence
absolute implies plain, never the reverse
In the lesson on the limit of a sequence we summed one series — the geometric one. That worked because it has a closed formula for its partial sum, so the limit could be taken directly. Most series have no such formula, and then the question "what is the sum" has to give way to a humbler one: does a sum exist at all. This whole lesson is about the tools for that question.
A series is the limit of its partial sums
Given a sequence , build a second sequence from it — the partial sums:
and define the sum of the series as the limit of that sequence:
Nothing else is hiding in the definition. A series is not a new kind of object — it is a limit of a sequence, the same notion you already have from earlier lessons. When the limit is finite the series is called convergent; when it is infinite or fails to exist, divergent.
A telescoping series: the case where everything is visible
A telescope, though, is a rare luxury. Usually there is no formula for and convergence has to be settled without knowing the sum.
The necessary condition and its trap
If a series converges, and share the same limit, and their difference is . Hence, immediately:
The condition is necessary but not sufficient — and that distinction is the most important thing in this lesson. It is useful in its contrapositive form: if the terms do not tend to zero, the series diverges. The series has terms tending to , so it is out at once, with no test needed.
In the other direction nothing follows from it, and the most famous witness is the harmonic series.
The sum of terms is still only — the divergence here is exceptionally slow, and that makes no difference at all. Divergence is a question of the bound, not of the pace.
The comparison test
The simplest tool: measure your series against one you already know everything about. For series with non-negative terms:
The yardsticks are two series you already have: the geometric one, , convergent exactly for , and the harmonic one, , divergent. A third is the family , convergent for .
The ratio test
Instead of comparing against a yardstick, one can look at how fast the terms shrink relative to each other:
| conclusion | |
|---|---|
| series convergent | |
| series divergent | |
| test inconclusive |
The idea is simple: when , the terms eventually shrink faster than a geometric sequence with ratio , and such a series converges. So the test reduces an unknown series to a known one.
The case really does mean nothing. Both (divergent) and (convergent) give . When that happens, go back to comparison.
The root test
A twin tool, convenient when the whole term sits under an n-th power:
The conclusions are exactly those of the ratio test: convergent, divergent, inconclusive.
Alternating series and the Leibniz test
When the signs of the terms flip at every step, the partial sums jump above and below the limit in turn — and that alone helps a great deal.
There are two requirements and both are modest: the sequence has to be decreasing and to tend to zero.
There is a practical bonus too: in a series meeting Leibniz's conditions, the truncation error is smaller than the first discarded term. Summing a hundred terms of the alternating harmonic series is off by less than .
Absolute and conditional convergence
A series is called absolutely convergent when converges. Then
The implication does not run backwards, and the alternating harmonic series is the example: it converges, and once the signs are dropped it diverges. Such a series is called conditionally convergent.
| series | kind of convergence | ||
|---|---|---|---|
| convergent | convergent | absolute | |
| convergent | divergent | conditional | |
| divergent | divergent | none |
The difference is not a formality. In an absolutely convergent series the terms may be rearranged and the sum will not change. In a conditionally convergent one they may not: by rearranging the alternating harmonic series one can reach any sum decided in advance.
Choosing a test
- Do the terms tend to zero? If not — done, the series diverges.
- Is there a factorial or a power with exponent ? Factorials and products → ratio test; the whole term under an -th power → root test.
- Do the signs alternate? Then Leibniz, and check separately whether the convergence is absolute.
- Does the term look like ? Then the comparison test and the family of yardsticks.
- Did you get ? The test is inconclusive — go back to point 4.
Exercises
The set mixes four computations: the partial sum of a telescoping series, the sum of such a series in the limit, and the value of the limit computed by the ratio test and by the root test. The answer is always a number or a fraction, e.g. 3/4.
Practice
Work through a set of exercises — they get harder as you go. At the end you'll see your score and the mistakes worth reviewing.
Notice what the set does not ask: the verdict of convergent-or-divergent. That verdict is one sentence drawn from the number you have just computed — compare with 1 and the table above says the rest. The divergence proof for the harmonic series stays in the text too: its answer is an argument, not a result.
Common mistakes
- Assuming that terms tending to zero make the series convergent — that is the necessary condition run backwards, and the harmonic series refutes it.
- Confusing a sequence with a series — the sequence converges to zero while the series diverges. Two different questions about the same numbers.
- Treating as an answer — it is the one case in which both tests stay silent; another tool is required.
- Comparing series with negative terms — the comparison test needs non-negative terms; with mixed signs, examine first.
- Applying the Leibniz test without checking monotonicity — tending to zero is not enough; the sequence has to decrease as well.
- Rearranging a conditionally convergent series — the sum can then come out as anything at all, so that is no innocent manipulation.
Formula card
Topic: Number series
Partial sum
the finite sum of the first n terms
Sum of a series
the limit of the sequence of partial sums
Necessary condition
it does not run backwards
Comparison test
smaller than a convergent series is convergent
Ratio test
divergent for g > 1, inconclusive for g = 1
Root test
divergent for g > 1, inconclusive for g = 1
Leibniz test
a sequence decreasing to zero, alternating signs
Absolute convergence
absolute implies plain, never the reverse
