The idea: does Σ settle?

A series Σan = a1 + a2 + a3 + … is an endless sum. Its partial sums Sn = a1 + … + an are ordinary numbers. If they settle at a number S, the series converges and S is its sum; otherwise it diverges. On the canvas the top chart shows the terms an as bars and the bottom chart the partial sums as dots.

Partial sums of 1/n and 1/n² for n = 1 to 20 as two rows of dots. The 1/n dots keep rising past 3 (S₂₀ = 3.5977, S₁₀₀₀ = 7.4855). The 1/n² dots flatten under a green dashed line at π²/6 ≈ 1.6449.
Both have terms going to 0, but only Σ1/n² settles. Twenty terms hint at the answer; a test proves it.

Looking at 20 terms is only a hint. Σ1/n looks calm (S20 = 3.5977) and still passes every number, while Σ1/n² stops below π²/6 ≈ 1.6449. A convergence test decides it without adding forever. Each test answers converges, diverges or says nothing; when one says nothing, try another.

The term test

If the terms an do not go to 0, the series diverges: each step keeps adding a sizeable amount. So 1.2n/n diverges: its terms shrink at first (1.2, 0.72, 0.576, …) but then grow, to 1.9169 at n = 20 (Demo: 1.2ⁿ/n shrinks, then grows).

The other way round fails. 1/n → 0, yet Σ1/n diverges (Demo: harmonic Σ 1/n, terms → 0 but no sum). Terms going to 0 is needed for convergence, never enough.

The comparison test

For series with positive terms the partial sums only go up, so they settle exactly when they have a ceiling. That gives the comparison test: find a partner series bn you already know (orange on the canvas).

  • If 0 ≤ an ≤ bn and Σbn converges, Σan converges, and its sum is at most Σbn.
  • If an ≥ bn ≥ 0 and Σbn diverges, Σan diverges.
Two bar charts. Left: blue bars 1/(n² + 1) each shorter than an orange bar 1/n² next to it, with the note: under a convergent series, converges ✓. Right: blue bars 1/√n each taller than an orange bar 1/n, with the note: above a divergent series, diverges ✗.
Under a convergent partner: converges. Above a divergent partner: diverges. Under a divergent or above a convergent partner says nothing.
seriespartner bnwhyresult
1/nln(n+1) − ln neach bar covers the area under 1/x; Σbn = ln(N+1) → ∞diverges
1/n²1/(n(n−1)) = 1/(n−1) − 1/ntelescopes: Σbn = 1 + 1 = 2converges, ≤ 2
1/(n² + 1)1/n²smaller denominator, bigger fractionconverges, ≤ 1.6449
1/√n1/n√n ≤ ndiverges
n/2n(3/4)nn·(2/3)n ≤ 8/9converges, ≤ 3
1/n!1/2n−1n! = 2·3·…·n ≥ 2n−1converges, ≤ 2

The trick is choosing the partner: geometric series and p-series Σ1/np (converge exactly when p > 1) are the usual ones (Demo: comparison, 1/(n² + 1) under 1/n²; Demo: comparison, 1/√n above 1/n). The first row is the integral test in disguise; see Improper Integrals for ∫1/x and ∫1/x².

The ratio test

A geometric series has a fixed ratio between neighbouring terms. The ratio test asks what that ratio tends to: L = lim an+1/an (use |an| when signs change).

seriesan+1/ana21/a20Lresult
n/2n(n+1)/(2n)0.52501/2converges (sum 2)
1/n!1/(n+1)0.04760converges (sum e − 1)
1.2n/n1.2n/(n+1)1.14291.2diverges
1/nn/(n+1)0.95241says nothing (diverges)
1/n²n²/(n+1)²0.90701says nothing (converges)

L < 1 converges, L > 1 diverges, and L = 1 says nothing: 1/n and 1/n² both have L = 1 and behave oppositely (Demo: ratio test, n/2ⁿ has L = 1/2; Demo: ratio test fails, 1/n and 1/n² both L = 1). The ratio test shines on factorials and powers, which is why Taylor series use it to find a radius of convergence.

Alternating series

When the signs alternate, + − + − …, the alternating series test needs only two checks: |an| gets smaller every time, and |an| → 0. Then the series converges, because each step goes back by less than the step before: the partial sums zig-zag and the sum is trapped between any two neighbours.

Partial sums of 1 − 1/2 + 1/3 − … for n = 1 to 12 joined by a zig-zag line: 1, 0.5, 0.8333, 0.5833, … closing in on a green dashed line at ln 2 ≈ 0.6931, odd sums above it and even sums below.
Odd partial sums sit above ln 2 and even ones below; the gap is never bigger than the next term.

So 1 − 1/2 + 1/3 − 1/4 + … converges, to ln 2 ≈ 0.6931. The test also bounds the error: |S − Sn| ≤ |an+1|. After 20 terms S20 = 0.6688, the bound is 1/21 = 0.0476 and the real error is 0.0244 (Demo: alternating 1 − 1/2 + 1/3 − … → ln 2).

Drop the signs and you get Σ1/n, which diverges. A series that converges only thanks to its signs is conditionally convergent; one where Σ|an| converges too is absolutely convergent. The comparison and ratio tests check absolute convergence, so on 1 − 1/2 + 1/3 − … they say nothing.

Which test to try first

the terms look liketry
do not shrink to 0term test: diverges
a fraction of powers of n, like 1/(n² + 1)comparison with a p-series 1/np
factorials or cnratio test
signs + − + −alternating series test
a function you can integrate, like 1/(n ln n)integral test

See also Geometric Series for the one series every comparison leans on, and Limits & Continuity for what "settle at a number" means precisely.

What the page leaves out

The root test, the limit comparison test, the integral test as its own test, Raabe's and other finer tests for the case L = 1, proofs of the sums π²/6 and ln 2, the Riemann rearrangement theorem (reordering 1 − 1/2 + 1/3 − … can give any sum), power series and their radius of convergence beyond a mention, and series of functions.

On the mind map

This page on the Calculus mind map · 43 pages in 8 branches · open it to see the whole map and test yourself in recall mode.