mathematics
Mathematics is a field of study that discovers and organizes methods, Mathematical theory, theories and theorems that are developed and Mathematical proof, proved for the needs of empirical sciences and mathematics itself. There are many ar ...
, summation is the
addition
Addition (usually signified by the Plus and minus signs#Plus sign, plus symbol, +) is one of the four basic Operation (mathematics), operations of arithmetic, the other three being subtraction, multiplication, and Division (mathematics), divis ...
of a
sequence
In mathematics, a sequence is an enumerated collection of objects in which repetitions are allowed and order matters. Like a set, it contains members (also called ''elements'', or ''terms''). The number of elements (possibly infinite) is cal ...
of
number
A number is a mathematical object used to count, measure, and label. The most basic examples are the natural numbers 1, 2, 3, 4, and so forth. Numbers can be represented in language with number words. More universally, individual numbers can ...
s, called ''addends'' or ''summands''; the result is their ''sum'' or ''total''. Beside numbers, other types of values can be summed as well: functions, vectors,
matrices
Matrix (: matrices or matrixes) or MATRIX may refer to:
Science and mathematics
* Matrix (mathematics), a rectangular array of numbers, symbols or expressions
* Matrix (logic), part of a formula in prenex normal form
* Matrix (biology), the ...
,
polynomial
In mathematics, a polynomial is a Expression (mathematics), mathematical expression consisting of indeterminate (variable), indeterminates (also called variable (mathematics), variables) and coefficients, that involves only the operations of addit ...
s and, in general, elements of any type of
mathematical object
A mathematical object is an abstract concept arising in mathematics. Typically, a mathematical object can be a value that can be assigned to a Glossary of mathematical symbols, symbol, and therefore can be involved in formulas. Commonly encounter ...
s on which an operation denoted "+" is defined.
Summations of
infinite sequence
In mathematics, a sequence is an enumerated collection of objects in which repetitions are allowed and order matters. Like a set, it contains members (also called ''elements'', or ''terms''). The number of elements (possibly infinite) is call ...
s are called
series
Series may refer to:
People with the name
* Caroline Series (born 1951), English mathematician, daughter of George Series
* George Series (1920–1995), English physicist
Arts, entertainment, and media
Music
* Series, the ordered sets used i ...
. They involve the concept of limit, and are not considered in this article.
The summation of an explicit sequence is denoted as a succession of additions. For example, summation of is denoted , and results in 9, that is, . Because addition is
associative
In mathematics, the associative property is a property of some binary operations that rearranging the parentheses in an expression will not change the result. In propositional logic, associativity is a valid rule of replacement for express ...
and
commutative
In mathematics, a binary operation is commutative if changing the order of the operands does not change the result. It is a fundamental property of many binary operations, and many mathematical proofs depend on it. Perhaps most familiar as a pr ...
, there is no need for parentheses, and the result is the same irrespective of the order of the summands. Summation of a sequence of only one summand results in the summand itself. Summation of an empty sequence (a sequence with no elements), by convention, results in 0.
Very often, the elements of a sequence are defined, through a regular pattern, as a function of their place in the sequence. For simple patterns, summation of long sequences may be represented with most summands replaced by ellipses. For example, summation of the first 100
natural number
In mathematics, the natural numbers are the numbers 0, 1, 2, 3, and so on, possibly excluding 0. Some start counting with 0, defining the natural numbers as the non-negative integers , while others start with 1, defining them as the positive in ...
s may be written as . Otherwise, summation is denoted by using Σ notation, where is an enlarged capital
Greek letter
The Greek alphabet has been used to write the Greek language since the late 9th or early 8th century BC. It was derived from the earlier Phoenician alphabet, and is the earliest known alphabetic script to systematically write vowels as wel ...
sigma
Sigma ( ; uppercase Σ, lowercase σ, lowercase in word-final position ς; ) is the eighteenth letter of the Greek alphabet. In the system of Greek numerals, it has a value of 200. In general mathematics, uppercase Σ is used as an operator ...
. For example, the sum of the first natural numbers can be denoted as
:
For long summations, and summations of variable length (defined with ellipses or Σ notation), it is a common problem to find
closed-form expression
In mathematics, an expression or equation is in closed form if it is formed with constants, variables, and a set of functions considered as ''basic'' and connected by arithmetic operations (, and integer powers) and function composition. ...
s for the result. For example,
:
Although such formulas do not always exist, many summation formulas have been discovered—with some of the most common and elementary ones being listed in the remainder of this article.
Notation
Capital-sigma notation
Mathematical notation uses a symbol that compactly represents summation of many similar terms: the ''summation symbol'', , an enlarged form of the upright capital Greek letter
sigma
Sigma ( ; uppercase Σ, lowercase σ, lowercase in word-final position ς; ) is the eighteenth letter of the Greek alphabet. In the system of Greek numerals, it has a value of 200. In general mathematics, uppercase Σ is used as an operator ...
. This is defined as
where is the "index of summation" or "dummy variable", is an indexed variable representing each term of the sum; is the "lower bound of summation", and is the "upper bound of summation". The "" under the summation symbol means that the index starts out equal to . The index, , is incremented by one for each successive term, stopping when . This is read as "sum of , from to ". However, some notations may include the index at the upper bound of summation, or omit the indec at the lower bound as in or , respectively. In some cases, there are sigma notation where the range of bounds is omitted, which denotes the dummy variable only, like . Here is an example showing the summation of squares:
In general, while any variable can be used as the index of summation (provided that no ambiguity is incurred), some of the most common ones include letters such as , , , and ; the latter is also often used for the upper bound of a summation. Alternatively, the index and bounds of summation are sometimes omitted from the definition of summation if the context is sufficiently clear. This applies particularly when the index runs from 1 to ''n''. For example, one might write that .
Generalizations of this notation are often used, in which an arbitrary logical condition is supplied, and the sum is intended to be taken over all values satisfying the condition. For example,
is an alternative notation for the sum of over all (
integer
An integer is the number zero (0), a positive natural number (1, 2, 3, ...), or the negation of a positive natural number (−1, −2, −3, ...). The negations or additive inverses of the positive natural numbers are referred to as negative in ...
s) in the specified range. Similarly, is the sum of over all elements in the set , and
is the sum of over all positive integers dividing .
There are also ways to generalize the use of many sigma notations. For example, one writes double summation as two sigma notations with different dummy variables . Considering that the both sigma notation's range are the same, the double sigma notations can be wrapped into a single notation, so the double summation is rewritten as .
The term is sometimes used when discussing the summation presented above. Contrast to the
infinite series
In mathematics, a series is, roughly speaking, an addition of infinitely many terms, one after the other. The study of series is a major part of calculus and its generalization, mathematical analysis. Series are used in most areas of mathemati ...
, the upper bound tends to
infinity
Infinity is something which is boundless, endless, or larger than any natural number. It is denoted by \infty, called the infinity symbol.
From the time of the Ancient Greek mathematics, ancient Greeks, the Infinity (philosophy), philosophic ...
, which results in converge if there is a result of the sum, or diverge if otherwise. The bound in the infinite series's sigma notation can be alternatively denoted as .
Relatedly, the similar notation is used for the
product of a sequence
Multiplication is one of the four elementary mathematical operations of arithmetic, with the other ones being addition, subtraction, and division. The result of a multiplication operation is called a '' product''. Multiplication is often d ...
, where , an enlarged form of the Greek capital letter pi, is used instead of .
Special cases
It is possible to sum fewer than 2 numbers:
* If the summation has one summand , then the evaluated sum is .
* If the summation has no summands, then the evaluated sum is
zero
0 (zero) is a number representing an empty quantity. Adding (or subtracting) 0 to any number leaves that number unchanged; in mathematical terminology, 0 is the additive identity of the integers, rational numbers, real numbers, and compl ...
, because zero is the identity for addition. This is known as the ''
empty sum
In mathematics, an empty sum, or nullary sum, is a summation where the number of terms is zero.
The natural way to extend non-empty sums is to let the empty sum be the additive identity.
Let a_1, a_2, a_3, ... be a sequence of numbers, and let
...
''.
These degenerate cases are usually only used when the summation notation gives a degenerate result in a special case.
For example, if in the definition above, then there is only one term in the sum; if , then there is none.
Algebraic sum
The phrase 'algebraic sum' refers to a sum of terms which may have positive or negative signs. Terms with positive signs are added, while terms with negative signs are subtracted. e.g.
+1 −1
History
The origin of the summation notation dates back to 1675 when
Gottfried Wilhelm Leibniz
Gottfried Wilhelm Leibniz (or Leibnitz; – 14 November 1716) was a German polymath active as a mathematician, philosopher, scientist and diplomat who is credited, alongside Sir Isaac Newton, with the creation of calculus in addition to ...
, in a letter to
Henry Oldenburg
Henry Oldenburg (also Henry Oldenbourg) (c. 1618 as Heinrich Oldenburg – 5 September 1677) was a German theologian, diplomat, and natural philosopher, known as one of the creators of modern scientific peer review. He was one of the foremos ...
, suggested the symbol to mark the sum of differentials (
Latin
Latin ( or ) is a classical language belonging to the Italic languages, Italic branch of the Indo-European languages. Latin was originally spoken by the Latins (Italic tribe), Latins in Latium (now known as Lazio), the lower Tiber area aroun ...
: ''calculus summatorius''), hence the S-shape. The renaming of this symbol to ''
integral
In mathematics, an integral is the continuous analog of a Summation, sum, which is used to calculate area, areas, volume, volumes, and their generalizations. Integration, the process of computing an integral, is one of the two fundamental oper ...
'' arose later in exchanges with
Johann Bernoulli
Johann Bernoulli (also known as Jean in French or John in English; – 1 January 1748) was a Swiss people, Swiss mathematician and was one of the many prominent mathematicians in the Bernoulli family. He is known for his contributions to infin ...
. In 1755, the summation symbol Σ is attested in
Leonhard Euler
Leonhard Euler ( ; ; ; 15 April 170718 September 1783) was a Swiss polymath who was active as a mathematician, physicist, astronomer, logician, geographer, and engineer. He founded the studies of graph theory and topology and made influential ...
's '' Institutiones calculi differentialis''. Euler uses the symbol in expressions like . The usage of sigma notation was later attested by mathematicians such as
Lagrange
Joseph-Louis Lagrange (born Giuseppe Luigi Lagrangia \sum and in 1772. Fourier and C. G. J. Jacobi also denoted the sigma notation in 1829, but Fourier included lower and upper bounds as in . Other than sigma notation, the capital letter ''S'' is attested as a summation symbol for series in 1823, which was apparently widespread.
Formal definition
Summation may be defined recursively as follows:
:, for