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Number and Algebra

Sequences, polynomials, logs and roots — the toolkit examiners lean on across both IB Maths AA papers.

IB Maths AA Number and Algebra overview showing sequences, polynomials and asymptotes
Subject
Maths AA
Curriculum
IB Diploma Programme
Grade
DP
Topic
Number and Algebra
Reading
8 min
Difficulty
Standard

Quick facts

Difficulty
★★★☆☆
Exam weight
~13% of SL syllabus (~19 hours)
Prerequisites
Algebraic manipulation, indices, basic logs
You'll learn
Sequences, series, polynomials, rational functions
Tested on
Paper 1 (no GDC) and Paper 2 (GDC)
Revision time
45–60 min

IB Maths AA Number and Algebra ties together sequences and series, polynomials, rational functions, and the connections between logs and exponentials — and it shows up everywhere, from Paper 1 algebra to Paper 2 financial-context problems. Almost every formula you need is already in the data booklet, so the real skill being tested is selecting the right one and substituting correctly, not memorising it. This makes 'show that' and 'hence' questions the biggest mark-losers in the whole topic: students often get the right number but skip the demonstration examiners are actually grading. This teaser walks through the five ideas that appear most often — arithmetic and geometric sequences, the log-arithmetic bridge, the factor and remainder theorems, and rational function asymptotes — with the traps IB examiners set most frequently. For the full formula derivations, worked 'show that' chains, and more practice, the complete revision note has you covered.

What you’ll be able to do

Identify arithmetic vs geometric sequences from a common difference or ratio
Apply $u_n$ and $S_n$ formulas for both AP and GP correctly
Recognise when a geometric series has a sum to infinity
Prove the log-of-a-geometric-sequence-is-arithmetic bridge
Use the factor and remainder theorems to find roots without full division
Read off the number of real roots from the discriminant
Find vertical and horizontal asymptotes of a linear-over-linear rational function
Avoid the most common 'show that' and 'hence' mark losses
1

Arithmetic Sequences and Series

An arithmetic sequence has a constant difference dd between consecutive terms — growth is linear, not curved. The general term is un=u1+(n1)du_n = u_1 + (n-1)d, and the sum of the first nn terms can be written two equivalent ways depending on what you're given. Sigma notation k=1nuk\sum_{k=1}^{n}u_k is just shorthand for SnS_n, so expand it mentally the first few times you see it in a question.

Arithmetic sequence staircase diagram showing constant difference d between terms
FeatureArithmetic sequenceGeometric sequence
PatternConstant difference ddConstant ratio rr
Growth typeLinearExponential
General termun=u1+(n1)du_n = u_1+(n-1)dun=u1rn1u_n = u_1 r^{n-1}

Exam tip

On a 'show that' question worth 2 marks, write out the subtraction or division line explicitly — the demonstration itself carries the mark, not just the final number.

Common mistake

Writing only the final value of dd or rr with no working shown, which typically caps the mark at half credit on 'show that' questions.

Mini summary

Test for a constant difference first; if found, it's arithmetic — then pick the matching unu_n or SnS_n formula.

2

Geometric Sequences and Sum to Infinity

A geometric sequence multiplies each term by a constant ratio rr, giving un=u1rn1u_n = u_1 r^{n-1}. The sum of the first nn terms uses Sn=u1(rn1)r1S_n = \frac{u_1(r^n-1)}{r-1}, but the sum to infinity S=u11rS_\infty = \frac{u_1}{1-r} only exists when r<1|r|<1 — a convergent series. Bounce and repeated-percentage problems are classic GP applications where counting the right number of terms matters as much as the formula.

Geometric sequence curve converging towards a horizontal line representing sum to infinity

Exam tip

Always check r<1|r|<1 before quoting SS_\infty — and when a question generates a quadratic in rr, test each root against the context before stating your final answer.

Common mistake

Treating a 'three consecutive terms in a geometric sequence' setup as if it were arithmetic, subtracting terms instead of equating ratios (term2term1=term3term2\frac{\text{term}_2}{\text{term}_1}=\frac{\text{term}_3}{\text{term}_2}).

Mini summary

GP growth is multiplicative; SS_\infty is a special case that only exists for r<1|r|<1.

3

The Sequence Bridge: Logs Turn a GP into an AP

This is a genuinely examinable connection: if uku_k is geometric, then vk=log2(uk)v_k = \log_2(u_k) (or any base) forms an arithmetic sequence, because taking logs turns multiplication by rr into addition of log(r)\log(r). The reverse also holds — exponentiating an arithmetic sequence produces a geometric one. Questions asking for an 'exact form' answer expect something like log2(32)\log_2\left(\frac{3}{2}\right), not a rounded decimal.

Diagram showing a geometric sequence transformed into an arithmetic sequence via logarithms

Exam tip

If the question says 'exact form', leave logs unevaluated — a decimal approximation loses the exactness mark even with otherwise perfect working.

Common mistake

Rounding an exact log answer to a decimal when the question explicitly asks for exact form.

Mini summary

GP → apply logs → AP; this bridge is a direct exam favourite linking the two sequence types.

4

Factor and Remainder Theorems

The remainder theorem says dividing P(x)P(x) by (xa)(x-a) leaves a remainder of exactly P(a)P(a) — no division required if that's all you need. The factor theorem is the special case where that remainder is zero, confirming (xa)(x-a) is a genuine factor. For quadratics, the discriminant Δ=b24ac\Delta = b^2-4ac tells you the number of real roots instantly, and α+β=ba\alpha+\beta=-\frac{b}{a}, αβ=ca\alpha\beta=\frac{c}{a} give root shortcuts without solving.

Cubic polynomial graph with a labelled root at x = a and factor (x - a) marked

Exam tip

If a question only asks for a remainder, just evaluate P(a)P(a) directly — full polynomial division earns the same marks but costs valuable time.

Common mistake

Ignoring a 'hence' instruction by solving a cubic from scratch on the GDC instead of building on the factor you just proved — this can score zero even with correct roots.

Mini summary

P(a)=0P(a)=0 confirms a factor; P(a)P(a) alone gives the remainder for any value of aa.

5

Rational Functions and Asymptotes

A rational function divides one polynomial by another; at SL you mostly meet the linear-over-linear form f(x)=ax+bcx+df(x)=\frac{ax+b}{cx+d}. The vertical asymptote comes from setting the denominator to zero (x=dcx=-\frac{d}{c}), while the horizontal asymptote comes from the ratio of leading coefficients as x±x\to\pm\infty (y=acy=\frac{a}{c}). Keep numerator-zero (x-intercept) and denominator-zero (vertical asymptote) firmly separate in your head.

Rational function graph showing vertical and horizontal asymptotes with intercepts labelled

Exam tip

The horizontal asymptote from y=acy=\frac{a}{c} is exact and instant — reading it off a GDC table risks being misled by too few decimal places.

Common mistake

Setting the numerator to zero when looking for the vertical asymptote — that actually finds the x-intercept, not the asymptote.

Mini summary

Denominator = 0 gives the vertical asymptote; leading coefficients' ratio gives the horizontal one.

Quick formula sheet

un=u1+(n1)du_n = u_1 + (n-1)d
General term of an arithmetic sequence.Start value plus (steps taken) times step size.
Sn=n2(2u1+(n1)d)=n2(u1+un)S_n = \frac{n}{2}\left(2u_1+(n-1)d\right) = \frac{n}{2}(u_1+u_n)
Sum of the first n terms of an arithmetic series.Average of first and last term, times how many terms.
un=u1rn1u_n = u_1 r^{\,n-1}
General term of a geometric sequence.
Sn=u1(rn1)r1,r1S_n = \frac{u_1(r^n-1)}{r-1}, \quad r \neq 1
Sum of the first n terms of a geometric series.
S=u11r,r<1S_\infty = \frac{u_1}{1-r}, \quad |r| < 1
Sum to infinity of a convergent geometric series.Only valid when the ratio is 'small' — |r| < 1.
Δ=b24ac\Delta = b^2 - 4ac
Discriminant of ax^2+bx+c=0; sign tells you the number of real roots.
α+β=ba,αβ=ca\alpha+\beta = -\frac{b}{a}, \quad \alpha\beta = \frac{c}{a}
Sum and product of the roots of a quadratic, without solving for them.
x=dc (vertical), y=ac (horizontal)x=-\frac{d}{c}\ (\text{vertical}),\ y=\frac{a}{c}\ (\text{horizontal})
Asymptotes of the rational function f(x)=\frac{ax+b}{cx+d}.

Practice questions

Easy
  1. An arithmetic sequence has u1=4u_1 = 4 and d=3d = 3. Find u10u_{10}.
  2. A geometric sequence has u1=5u_1 = 5 and r=2r = 2. Find u4u_4.
  3. State the number of real roots of 2x2+3x+5=02x^2+3x+5=0 using the discriminant.
Medium
  1. Find the sum of the first 20 terms of the arithmetic sequence with u1=7u_1=7, d=2d=-2.
  2. A geometric series has u1=6u_1=6 and r=13r=\frac{1}{3}. Find SS_\infty.
  3. Given P(x)=x34x2+x+6P(x)=x^3-4x^2+x+6, show that (x+1)(x+1) is a factor and find the remaining roots.
Challenge
  1. A geometric sequence has u1=10u_1=10, r=45r=\frac{4}{5}. Let vk=ln(uk)v_k=\ln(u_k). Show that vkv_k is arithmetic and find its common difference.
  2. Sketch f(x)=2x+5x3f(x)=\frac{2x+5}{x-3}, stating both asymptotes and both axis intercepts.
  3. A ball dropped from 3 m rebounds to 23\frac23 of its previous height each bounce. Find the total vertical distance travelled until it hits the ground for the 4th time.

Frequently asked questions

What's the difference between an arithmetic and a geometric sequence?+

An arithmetic sequence has a constant difference between consecutive terms (linear growth), while a geometric sequence has a constant ratio between consecutive terms (exponential growth). Always test which pattern applies before choosing a formula.

When does a geometric series have a sum to infinity?+

Only when the common ratio satisfies r<1|r| < 1, making the series convergent. If r1|r| \geq 1, SS_\infty does not exist.

How is the factor theorem different from the remainder theorem?+

The remainder theorem says dividing P(x)P(x) by (xa)(x-a) leaves remainder P(a)P(a) for any aa. The factor theorem is the special case where P(a)=0P(a)=0, confirming (xa)(x-a) is an exact factor.

How do you find the asymptotes of a rational function?+

For f(x)=ax+bcx+df(x)=\frac{ax+b}{cx+d}, set the denominator to zero for the vertical asymptote (x=d/cx=-d/c), and take the ratio of leading coefficients for the horizontal asymptote (y=a/cy=a/c).

Why is the log of a geometric sequence always arithmetic?+

Because taking logs converts multiplication by a constant ratio rr into addition of a constant log(r)\log(r), which is exactly the defining property of an arithmetic sequence.

Do I need to memorise all these formulas for IB Maths AA?+

No — nearly all of them are in the data booklet. The exam actually tests whether you can select and substitute the right formula correctly, especially in 'show that' and 'hence' questions.

Get the Full Number and Algebra Revision Notes

Complete worked 'show that' and 'hence' solutions with full mark-scheme-style reasoning Every formula explained with derivations, not just stated Binomial theorem and exponential/log solving covered in full depth Original exam-style mock questions with full solutions for Paper 1 and Paper 2 practice
Get the Number and Algebra notes on RevisionPrep

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