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hscscience Ext 2 · Y12
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Module 11 · L10 of 12 ~40 min ⚡ +90 XP available

Series Induction

A statistician needs a closed-form expression for $1 + 2 + 3 + \cdots + n$, the formula $\dfrac{n(n+1)}{2}$ is "obvious" from Gauss's playground trick, but how do we prove it holds for every positive integer? Mathematical induction is the answer, and the technique is mechanical once you internalise the algebra: add the $(k+1)$-th term, then factor the right-hand side until $\dfrac{(k+1)(k+2)}{2}$ pops out.

Today's hook, Check by hand: $1+2+3 = 6 = \dfrac{3 \cdot 4}{2}$. Check $1+2+3+4 = 10 = \dfrac{4 \cdot 5}{2}$. Before reading on, write down the inductive step you would need: assuming $1 + 2 + \cdots + k = \dfrac{k(k+1)}{2}$, what do you add to both sides, and what target form do you need to reach for $n = k + 1$?
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Recall, your gut answer first

Start with the warm-up and record your first reasoning.

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Recall, your gut answer first
+5 XP warm-up

You want to prove $\displaystyle\sum_{i=1}^{n} i = \dfrac{n(n+1)}{2}$. Before any factoring when you assume the formula at $n = k$, what is the very next algebraic move? And what does the right-hand side need to look like at the end for the proof to close?

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The two moves for series induction

Orient yourself to the lesson goals, language, and core approach.

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The two moves for series induction
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Every series induction proof rewards two habits: add the next term to both sides of the hypothesis, then factor the RHS to match the target form at $n = k+1$. The target form is exactly what you get by replacing $k$ with $k+1$ in the closed expression, write it down before you start factoring so you know where you are heading.

The add-and-factor strategy: (1) state $S_k = \dots$ as the hypothesis, (2) compute $S_{k+1} = S_k + a_{k+1}$ (add the next term), (3) factor the RHS until it matches the formula evaluated at $k+1$.

Target: $S_{k+1} = \dfrac{(k+1)(k+2)}{2}$  ·  Found: $\dfrac{k(k+1)}{2} + (k+1) = \dfrac{(k+1)(k+2)}{2}$ ✓

Series induction proof flow as a 3-step sequence
$S_{k+1} = S_k + a_{k+1}$
Identify the $(k+1)$-th term first
If the series is $\sum_{i=1}^{n} i^2$, the $(k+1)$-th term is $(k+1)^2$. Write it down before adding. Getting this wrong derails the whole step.
Common factor $(k+1)$
Almost every series formula has $(k+1)$ as a common factor on both sides after adding. Pull it out first, then simplify the remaining bracket to match the target.
Write the target before factoring
Replace $k$ with $k+1$ in the formula and write the target form down at the start of step 3. That tells you exactly which factored shape to aim for.
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What you'll master
Know

Key facts

  • $\displaystyle\sum_{i=1}^{n} i = \dfrac{n(n+1)}{2}$
  • $\displaystyle\sum_{i=1}^{n} i^2 = \dfrac{n(n+1)(2n+1)}{6}$
  • $\displaystyle\sum_{i=1}^{n} i^3 = \left(\dfrac{n(n+1)}{2}\right)^2 = \dfrac{n^2(n+1)^2}{4}$
  • Telescoping idea: if $a_i = b_i - b_{i-1}$, then $\sum a_i = b_n - b_0$
Understand

Concepts

  • Why $S_{k+1} = S_k + a_{k+1}$ is the engine of the inductive step
  • How factoring $(k+1)$ from the algebraic expression collapses it to the target
  • Why writing the target form before factoring saves you from blind algebra
Can do

Skills

  • Prove summation identities by induction with clean factoring
  • Identify the $(k+1)$-th term and the target form before factoring
  • Recognise telescoping sums and use them to verify induction targets
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Key terms
Partial sum $S_n$The sum of the first $n$ terms: $S_n = a_1 + a_2 + \cdots + a_n$. The object you prove a closed-form formula for.
Closed formAn explicit expression for $S_n$ in terms of $n$ alone (no sigma, no dots), e.g. $\dfrac{n(n+1)}{2}$.
$(k+1)$-th termThe next term you add when stepping from $S_k$ to $S_{k+1}$. Replace $i$ with $k+1$ in the term formula $a_i$.
Target formThe formula with $n$ replaced by $k+1$. For $\dfrac{n(n+1)}{2}$, the target at $n=k+1$ is $\dfrac{(k+1)(k+2)}{2}$.
TelescopingA sum where each term cancels with part of the next, leaving only the first and last: $\sum_{i=1}^{n}(b_i - b_{i-1}) = b_n - b_0$.
MEX-P2NESA outcome: proof by mathematical induction, including sequences, series and inequalities, Mathematics Extension 2 syllabus.
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The series induction strategy

Work through the concept and complete its check.

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The series induction strategy
core concept

Every series induction problem follows the same four-step skeleton:

  1. Base case. Verify $P(1)$, substitute $n=1$ into both LHS and RHS, confirm they match.
  2. Hypothesis. Assume $P(k)$: $S_k = $ closed-form expression in $k$.
  3. Step. Compute $S_{k+1} = S_k + a_{k+1}$; factor RHS until it matches the formula at $n = k+1$.
  4. Conclude. "By induction, $P(n)$ holds for all integers $n \geq 1$."

Worked through the hook, prove $\displaystyle\sum_{i=1}^{n} i = \dfrac{n(n+1)}{2}$:

  • Base ($n=1$): LHS $= 1$; RHS $= \dfrac{1 \cdot 2}{2} = 1$. True.
  • Hypothesis: Assume $1 + 2 + \cdots + k = \dfrac{k(k+1)}{2}$.
  • Step: Target form (replace $k$ with $k+1$): $\dfrac{(k+1)(k+2)}{2}$.
    $S_{k+1} = S_k + (k+1) = \dfrac{k(k+1)}{2} + (k+1) = (k+1)\left[\dfrac{k}{2} + 1\right] = (k+1) \cdot \dfrac{k+2}{2} = \dfrac{(k+1)(k+2)}{2}$. ✓
  • By induction, the formula holds for all $n \geq 1$. $\blacksquare$
Pattern recognition. The factoring move $\dfrac{k(k+1)}{2} + (k+1) = (k+1) \cdot \dfrac{k+2}{2}$ generalises: whenever you add a term and the result contains $(k+1)$ as a factor, pull it out first and simplify the remaining bracket.

Four steps: base, hypothesis, step ($+a_{k+1}$ and factor), conclude · Always write the target form (formula at $n=k+1$) before factoring · $\sum i = \frac{n(n+1)}{2}$: factor $(k+1)$ then simplify $\left[\frac{k}{2}+1\right] = \frac{k+2}{2}$ · Closing line: "by induction, $P(n)$ true for all integers $n \geq 1$"

Pause, copy the series induction four steps (base, hypothesis, $+a_{k+1}$ and factor, conclude) and the closing phrase "by induction, $P(n)$ true for all $n \geq 1$" into your book.

Quick check: In the inductive step for $\sum_{i=1}^{n} i^2 = \dfrac{n(n+1)(2n+1)}{6}$, after adding $(k+1)^2$ to both sides, what is the target form you need to factor towards?

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Telescoping sums, verify or simplify

Build the next proof move and complete its check.

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Telescoping sums, verify or simplify
core concept

We just saw that the series induction step adds $a_{k+1}$ to both sides and factors $(k+1)$ from the numerator to match the formula at $n = k+1$. That raises a question: is there a non-inductive way to sum certain series, and when is it cleaner? This card answers it → telescoping sums $\sum(b_i - b_{i-1}) = b_n - b_0$, where partial fractions first convert the summand.

If you can write the $i$-th term as a difference $a_i = b_i - b_{i-1}$, the sum collapses: $\sum_{i=1}^{n}(b_i - b_{i-1}) = b_n - b_0$. This is called telescoping. It's both a stand-alone proof technique and a useful way to sanity-check an induction target.

Example: Prove $\displaystyle\sum_{i=1}^{n} \dfrac{1}{i(i+1)} = \dfrac{n}{n+1}$.

  • Note $\dfrac{1}{i(i+1)} = \dfrac{1}{i} - \dfrac{1}{i+1}$ (partial fractions).
  • Then $\sum_{i=1}^{n} \left(\dfrac{1}{i} - \dfrac{1}{i+1}\right) = \left(1 - \dfrac{1}{2}\right) + \left(\dfrac{1}{2} - \dfrac{1}{3}\right) + \cdots + \left(\dfrac{1}{n} - \dfrac{1}{n+1}\right) = 1 - \dfrac{1}{n+1} = \dfrac{n}{n+1}$.

You can also prove this by induction, the step is $S_{k+1} = \dfrac{k}{k+1} + \dfrac{1}{(k+1)(k+2)} = \dfrac{k(k+2) + 1}{(k+1)(k+2)} = \dfrac{k^2 + 2k + 1}{(k+1)(k+2)} = \dfrac{(k+1)^2}{(k+1)(k+2)} = \dfrac{k+1}{k+2}$. ✓

$$\sum_{i=1}^{n}(b_i - b_{i-1}) = b_n - b_0$$
Common mistake. When telescoping, students forget to carefully identify the surviving end-terms. Write out the first three and the last two terms to see exactly what cancels, never claim collapse by waving "everything cancels".

Telescoping: $\sum_{i=1}^{n}(b_i - b_{i-1}) = b_n - b_0$ · $\dfrac{1}{i(i+1)} = \dfrac{1}{i} - \dfrac{1}{i+1}$, partial fractions before telescoping · $\sum \dfrac{1}{i(i+1)} = \dfrac{n}{n+1}$, provable by telescoping OR induction · Always write out first 3 and last 2 terms to confirm cancellation pattern

Pause, copy the telescoping identity $\sum_{i=1}^n (b_i - b_{i-1}) = b_n - b_0$, the partial-fraction split $\frac{1}{i(i+1)} = \frac{1}{i} - \frac{1}{i+1}$, and the result $\sum \frac{1}{i(i+1)} = \frac{n}{n+1}$ into your book.

Did you get this? True or false: the inductive step for $\sum_{i=1}^{n}\frac{1}{i(i+1)} = \frac{n}{n+1}$ requires the algebraic simplification $\frac{k(k+2)+1}{(k+1)(k+2)} = \frac{(k+1)^2}{(k+1)(k+2)} = \frac{k+1}{k+2}$.

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Worked examples · 3 in a row, reveal as you go

Follow the worked examples, then complete the check.

PROBLEM 1 · SUM OF FIRST n INTEGERS

Prove by mathematical induction that $\displaystyle\sum_{i=1}^{n} i = \dfrac{n(n+1)}{2}$ for all positive integers $n$.

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Base ($n=1$): LHS $= 1$; RHS $= \dfrac{1 \cdot 2}{2} = 1$. LHS $=$ RHS. ✓
Hypothesis: Assume $1 + 2 + \cdots + k = \dfrac{k(k+1)}{2}$.
Check both sides at $n=1$ separately. Then state the assumption with the closed form on the right.
PROBLEM 2 · SUM OF SQUARES

Prove by mathematical induction that $\displaystyle\sum_{i=1}^{n} i^2 = \dfrac{n(n+1)(2n+1)}{6}$ for all positive integers $n$.

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Base ($n=1$): LHS $= 1^2 = 1$; RHS $= \dfrac{1 \cdot 2 \cdot 3}{6} = 1$. ✓
Hypothesis: Assume $1^2 + 2^2 + \cdots + k^2 = \dfrac{k(k+1)(2k+1)}{6}$.
Direct base check, then standard hypothesis statement.
PROBLEM 3 · SUM OF CUBES

Prove by mathematical induction that $\displaystyle\sum_{i=1}^{n} i^3 = \left(\dfrac{n(n+1)}{2}\right)^2 = \dfrac{n^2(n+1)^2}{4}$ for all positive integers $n$.

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Base ($n=1$): LHS $= 1^3 = 1$; RHS $= \dfrac{1^2 \cdot 2^2}{4} = 1$. ✓
Hypothesis: Assume $1^3 + 2^3 + \cdots + k^3 = \dfrac{k^2(k+1)^2}{4}$.
Note: the closed form is the square of the triangular number, a famous identity.

Fill the gap: When proving $\sum_{i=1}^{n} i^3 = \frac{n^2(n+1)^2}{4}$ by induction, after factoring $(k+1)^2$ from $\frac{k^2(k+1)^2}{4} + (k+1)^3$, the remaining bracket simplifies to $k^2 + 4(k+1) = (k+m)^2$, where $m =$ .

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Misconceptions to fix · the 3 traps that cost marks

Correct the common traps and test your understanding.

Trap 01
Adding the wrong $(k+1)$-th term
For $\sum i^2$, the $(k+1)$-th term is $(k+1)^2$, not $k^2+1$ or $(k^2)+1$. For $\sum \frac{1}{i(i+1)}$, the $(k+1)$-th term is $\frac{1}{(k+1)(k+2)}$. Identify the term carefully before adding, getting it wrong invalidates the entire step.
Trap 02
Skipping the "matches target form" close
After your factoring, you must explicitly say "this equals the formula at $n = k+1$", or write out the target form and compare. Stopping at a tidy expression without confirming the match leaves the marker guessing whether you actually finished the step.
Trap 03
Blind algebra instead of strategic factoring
After adding $(k+1)$ to $\frac{k(k+1)}{2}$, students expand to $\frac{k^2 + k + 2k + 2}{2} = \frac{k^2 + 3k + 2}{2}$ and then have to refactor as $(k+1)(k+2)$. It works, but factoring $(k+1)$ first is faster and less error-prone. Always look for the common factor before expanding.

Did you get this? True or false: when proving $\sum_{i=1}^{n} i = \frac{n(n+1)}{2}$, factoring $(k+1)$ first gives $\frac{k(k+1)}{2} + (k+1) = (k+1)\left[\frac{k}{2} + 1\right] = (k+1)\cdot \frac{k+2}{2} = \frac{(k+1)(k+2)}{2}$.

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Revisit your thinking

Complete the practice activities and revisit your opening thinking.

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Prove by induction that $\displaystyle\sum_{i=1}^{n}(2i - 1) = n^2$ (sum of first $n$ odd numbers).

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Prove by induction that $\displaystyle\sum_{i=1}^{n} i(i+1) = \dfrac{n(n+1)(n+2)}{3}$.

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Prove by induction that $\displaystyle\sum_{i=1}^{n} \dfrac{1}{i(i+1)} = \dfrac{n}{n+1}$. (Alternatively, prove by telescoping.)

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Prove by induction that $\displaystyle\sum_{i=1}^{n} (2i - 1)^2 = \dfrac{n(2n-1)(2n+1)}{3}$ (sum of squares of first $n$ odd numbers).

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Use telescoping to evaluate $\displaystyle\sum_{i=1}^{n} \left[\dfrac{1}{i} - \dfrac{1}{i+1}\right]$, then state the result in closed form and verify it agrees with the formula from drill 3.

Odd one out: Three of these statements about the inductive proof of $\sum_{i=1}^{n} i = \frac{n(n+1)}{2}$ are correct. Which one is NOT?

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Revisit your thinking

Earlier you sketched the inductive step for $\sum i = \dfrac{n(n+1)}{2}$, what you add, and what target form you need to reach.

You add $(k+1)$ to both sides (it's the next term of the series). The target form is $\dfrac{(k+1)(k+2)}{2}$, exactly what you get by replacing $n$ with $k+1$ in the formula. The factoring trick is to pull $(k+1)$ out: $\dfrac{k(k+1)}{2} + (k+1) = (k+1) \cdot \dfrac{k+2}{2}$. Writing the target form down before factoring is the single biggest discipline improvement for this style of proof.

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Show what you have learned

Multiple choice, then short answer under exam conditions.

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Multiple choice
+5 XP per correct · +25 XP all-correct

Pick your answer, then rate your confidence. That tells the system what to drill next. Each retry pulls a fresh mix from the bank.

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Short answer
ApplyBand 32 marks

Q1. Prove by mathematical induction that $\displaystyle\sum_{i=1}^{n} i = \dfrac{n(n+1)}{2}$ for all positive integers $n$. (2 marks)

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Q2. Prove by mathematical induction that $\displaystyle\sum_{i=1}^{n} i^2 = \dfrac{n(n+1)(2n+1)}{6}$ for all positive integers $n$. (3 marks)

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Q3. Prove by mathematical induction that $\displaystyle\sum_{i=1}^{n} \dfrac{1}{i(i+1)} = \dfrac{n}{n+1}$ for all positive integers $n$. (3 marks)

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Comprehensive answers (click to reveal)

Activity answers:

1. Base $n=1$: $1=1^2$ ✓. Assume $\sum_{i=1}^{k}(2i-1)=k^2$. $S_{k+1}=k^2+(2(k+1)-1)=k^2+2k+1=(k+1)^2$. ∎

2. Base $n=1$: $1\cdot 2=2$, $\frac{1\cdot 2\cdot 3}{3}=2$ ✓. Assume $S_k=\frac{k(k+1)(k+2)}{3}$. $S_{k+1}=\frac{k(k+1)(k+2)}{3}+(k+1)(k+2)=(k+1)(k+2)\left[\frac{k}{3}+1\right]=\frac{(k+1)(k+2)(k+3)}{3}$. ∎

3. Base $n=1$: $\frac{1}{1\cdot 2}=\frac{1}{2}$; $\frac{1}{2}$ ✓. Assume $S_k=\frac{k}{k+1}$. $S_{k+1}=\frac{k}{k+1}+\frac{1}{(k+1)(k+2)}=\frac{k(k+2)+1}{(k+1)(k+2)}=\frac{(k+1)^2}{(k+1)(k+2)}=\frac{k+1}{k+2}$. ∎

4. Base $n=1$: $1^2=1$; $\frac{1\cdot 1\cdot 3}{3}=1$ ✓. Assume $S_k=\frac{k(2k-1)(2k+1)}{3}$. $S_{k+1}=\frac{k(2k-1)(2k+1)}{3}+(2k+1)^2 = (2k+1)\left[\frac{k(2k-1)}{3}+(2k+1)\right] = \frac{(2k+1)[k(2k-1)+3(2k+1)]}{3} = \frac{(2k+1)(2k^2+5k+3)}{3} = \frac{(2k+1)(k+1)(2k+3)}{3} = \frac{(k+1)(2k+1)(2k+3)}{3}$. ∎

5. Telescoping: terms cancel pairwise, leaving $1-\frac{1}{n+1}=\frac{n}{n+1}$. Agrees with drill 3 closed form. ✓

Q1 (2 marks): Base ✓ [1]. Assume; $S_{k+1}=\frac{k(k+1)}{2}+(k+1)=\frac{(k+1)(k+2)}{2}$. By induction. [1].

Q2 (3 marks): Base ✓ [1]. Assume; $S_{k+1}=\frac{k(k+1)(2k+1)}{6}+(k+1)^2 = \frac{(k+1)[k(2k+1)+6(k+1)]}{6}$ [1] $= \frac{(k+1)(2k^2+7k+6)}{6}=\frac{(k+1)(k+2)(2k+3)}{6}$. By induction. [1].

Q3 (3 marks): Base ✓ [1]. Assume $S_k=\frac{k}{k+1}$ [1]. $S_{k+1}=\frac{k}{k+1}+\frac{1}{(k+1)(k+2)}=\frac{k(k+2)+1}{(k+1)(k+2)}=\frac{(k+1)^2}{(k+1)(k+2)}=\frac{k+1}{k+2}$. By induction. [1].