Determine Convergence of Infinite Series

Infinite series can be daunting, as they are quite hard to visualize. By inspection, it can be difficult to see whether a series will converge or not. A few centuries ago, it would have taken hours of proof to answer just one question, but thanks to many brilliant mathematicians, we can use tests to series convergence and divergence.

The steps below should not necessarily be taken in that order - performing one or two is typically enough. Finding which tests to perform takes practice in recognizing the type of functions that work best with each test, though in general, you should make use of tests further up in this article before going down. Make sure you have a decent understanding of calculus as well.

Steps

  1. Perform the divergence test. This test determines whether the series <math>u_{k}</math> is divergent or not, where <math>k \in \mathbb{Z}.</math>
    • If <math>\lim_{k \to \infty}u_{k} \neq 0,</math> then <math>u_{k}</math> diverges.
    • The inverse is not true. If the limit of a series is 0, that does not imply that the series converges. We must do further checks.
  2. Look for geometric series. Geometric series are series of the form <math>r^{k},</math> where <math>r</math> is the ratio between two adjacent numbers in the series. These series are very easy to recognize and determine the convergence of.
    • If <math>|r| < 1,</math> then <math>r^{k}</math> converges.
    • If <math>|r| \geq 1,</math> then <math>r^{k}</math> diverges.
    • If <math>r = -1,</math> then the test is inconclusive. Use the alternating series test.
    • For convergent geometric series, you can find the sum of the series as <math>\frac{1}{1-r}.</math>
  3. Look for p-series. P-series are series of the form <math>\frac{1}{k^{p}}.</math> They are sometimes called "hyperharmonic" series for the way they generalize the harmonic series, of which <math>p = 1.</math>
    • If <math>p > 1,</math> then the series converges.
    • If <math>0 < p \leq 1,</math> then the series diverges. Beware the less than or equals sign.
    • It is well-known that the harmonic series diverges, albeit very slowly, since <math>p = 1</math> just barely fulfills the second criteria. On the other hand, series such as <math>\frac{6}{k^{2}}</math> converge.
  4. Perform the integral test. This test works best when <math>f</math> is easy to integrate. Note that <math>f</math> must be decreasing, or the series automatically diverges.
    • Given a decreasing, continuous function <math>f</math> where <math>u_{k} = f(k)</math> for all <math>k \geq a,</math> then <math>u_{k}</math> and <math>\int_{a}^{\infty}f(x)\mathrm{d}x</math> both converge or both diverge.
    • In other words, we can construct a continuous function out of a discrete series, where the terms between the series and the function are equal to one another. Then, we can simply evaluate the integral to check for divergence. If it is divergent, then the series is divergent as well.
    • Going back to the harmonic series, this series can be represented by the function <math>f(x) = \frac{1}{x}.</math> Since <math>\int_{1}^{\infty}\frac{1}{x}\mathrm{d}x = \ln(\infty) - \ln(1) = \infty</math> (because the logarithmic function is unbounded), the integral test is yet another way of showing the divergence of this series.
  5. Perform the alternating series test for alternating series. These series usually contain a <math>(-1)^{k}</math> term in it. All other tests in this article pertain to series with all positive terms.
    • If <math>a_{k} > 0</math> for a sufficiently large <math>k,</math> then <math>a_{k}</math> converges if the following two conditions hold.
      • <math>a_{k} \geq a_{k+1}</math>
      • <math>\lim_{k \to \infty}a_{k} = 0</math>
    • Put more simply, if you have an alternating series, ignore the signs and check if each term is less than the previous term. Then check if the limit of the series goes to 0.
    • It is useful to note that series that converge via the alternating series test, but diverge when the <math>(-1)^{k}</math> is removed, are deemed conditionally convergent. The alternating harmonic series <math>\frac{(-1)^{k-1}}{k}</math> is one such example, whose sum is <math>\ln 2.</math>
  6. Perform the ratio test. This test is useful for expressions with factorials or powers in them. Given an infinite series <math>u_{k},</math> find <math>u_{k+1}</math> and compute <math>\frac{u_{k+1}}{u_{k}}.</math> Now let <math>\rho = \lim_{k \to \infty}\frac{u_{k+1}}{u_{k}}.</math>
    • The series converges if <math>\rho < 1,</math> diverges if <math>\rho > 1</math> or <math>\rho = \pm \infty,</math> and is inconclusive if <math>\rho = 1.</math>
    • The root test is a variant of the ratio test, where <math>\rho = \lim_{k \to \infty}\sqrt[k]{u_{k}}.</math> The same criteria from the ratio test are used for the root test.
  7. Perform the limit comparison test. This test involves choosing a sufficient series <math>b_{k}</math> for which you know the convergence/divergence of, and compares it to a series <math>a_{k}</math> through a limit. This test is often used in evaluating the convergence of series defined by rational expressions.
    • Let <math>\rho = \lim_{k \to \infty}\frac{a_{k}}{b_{k}}.</math> Then the series both converge if <math>\rho</math> is finite, or both diverge if <math>\rho = \pm\infty.</math>
    • For example, if you were given a series <math>\frac{1}{k^{3} + 2k + 1},</math> then it makes sense to compare it to <math>\frac{1}{k^{3}},</math> as the highest-ordered term increases/falls off the quickest, and you know the latter is convergent via the p-series test.
  8. Perform the comparison test. This test is generally cumbersome, so use it as a last resort. Given two positive term series <math>a_{k}</math> and <math>b_{k},</math> and the kth term of <math>a</math> is less than the kth term of <math>b,</math> then the following are true.
    • If the bigger series <math>b_{k}</math> converges, then the smaller series <math>a_{k}</math> converges as well, since <math>b_{k} > a_{k}.</math>
    • If the smaller series <math>a_{k}</math> diverges, then the bigger series <math>b_{k}</math> diverges as well, since <math>a_{k} < b_{k}.</math>
    • For example, say we have the series <math>\frac{1}{\sqrt{k} - 1}.</math> We can compare this to <math>\frac{1}{\sqrt{k}},</math> because we can discard the constant terms without affecting the series' convergence/divergence. Because we know that <math>\frac{1}{\sqrt{k}}</math> is divergent per the p-series test, and because <math>\frac{1}{\sqrt{k}} < \frac{1}{\sqrt{k} - 1},</math> then it follows that <math>\frac{1}{\sqrt{k} - 1}</math> also diverges.
    • In this test, it is very important to recognize which series contains the larger or smaller terms. For example, if the smaller series <math>a_{k}</math> converges, that does not mean that the bigger series <math>b_{k}</math> converges as well.

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