Chapter 10
Medium

Power Series and Taylor Series

00 · Symbol Glossary

$\displaystyle\sum_{n=0}^{\infty} c_n(x-a)^n$power series centered at a

A series (Chapter 09) whose terms depend on a variable xx, each term a constant cnc_n times a power of (xa)(x-a). Unlike Chapter 09's series of fixed numbers, a power series can converge for some values of xx and diverge for others — it defines a function of xx wherever it converges.

$c_n$c sub n — coefficient

The constant multiplying (xa)n(x-a)^n in a power series. Distinct from a sequence term ana_n (Chapter 09) — here cnc_n does not depend on xx at all, only on the index nn.

$R$R — radius of convergence

A number (possibly 00 or \infty) such that the power series converges whenever xa<R\lvert x-a\rvert < R and diverges whenever xa>R\lvert x-a\rvert > R. The behavior exactly at xa=R\lvert x-a\rvert=R must be checked separately in each case.

$\displaystyle\lim_{n\to\infty}\left\lvert\frac{a_{n+1}}{a_n}\right\rvert$ratio test quantity

The limit of the absolute value of consecutive-term ratios in a series an\sum a_n. Section 02 introduces this as a tool needed to find RR; Chapter 12 revisits it as one of a full toolkit of convergence tests.

$f^{(n)}(a)$f sup n of a — nth derivative at a

The nn-th derivative of ff (Chapter 02, Section 08), evaluated at the specific point x=ax=a — a single number, not a function. The building block of the Taylor series in Section 03.

$n!$n factorial

The product n×(n1)×(n2)××2×1n\times(n-1)\times(n-2)\times\cdots\times2\times1, with 0!=10!=1 by convention. Appears in the denominator of each Taylor series term.


01 · Power Series

A power series looks like a polynomial with infinitely many terms. Where it converges, it defines a genuine function — one built entirely out of powers of (xa)(x-a).

Definition — Power Series

A power series centered at aa is n=0cn(xa)n=c0+c1(xa)+c2(xa)2+\displaystyle\sum_{n=0}^{\infty} c_n(x-a)^n = c_0 + c_1(x-a) + c_2(x-a)^2 + \cdots

For each fixed value of xx, this is an ordinary series of numbers (Chapter 09) — it may converge or diverge depending on which xx is plugged in.

Example — A power series that is secretly a geometric series

n=0xn\displaystyle\sum_{n=0}^{\infty} x^n is a power series centered at a=0a=0 with every cn=1c_n=1. For a fixed xx, this is exactly Chapter 09's geometric series with first term 11 and common ratio r=xr=x. By Chapter 09, Section 03, it converges precisely when x<1\lvert x\rvert<1, to the value 11x\dfrac{1}{1-x}.

This single power series therefore represents the function f(x)=11xf(x)=\dfrac{1}{1-x}, but only on the interval 1<x<1-1<x<1 — outside that interval the series diverges even though f(x)=11xf(x)=\frac{1}{1-x} itself is defined for every x1x\neq1.


02 · Radius of Convergence and the Ratio Test

Section 01's example showed a power series can converge on an interval centered at aa and diverge outside it. Finding exactly how wide that interval is requires a new tool: comparing the size of consecutive terms.

Definition — The Ratio Test

For a series an\displaystyle\sum a_n with nonzero terms, let ρ=limnan+1an\rho = \displaystyle\lim_{n\to\infty}\left\lvert\frac{a_{n+1}}{a_n}\right\rvert.

  • If ρ<1\rho<1, the series converges absolutely (Chapter 12 defines this term precisely; for now, read it as "converges").
  • If ρ>1\rho>1 (including ρ=\rho=\infty), the series diverges.
  • If ρ=1\rho=1, the test is inconclusive.
Why the ratio test works — geometric intuition

If consecutive terms shrink by a roughly constant factor ρ<1\rho<1 once nn is large, the tail of the series behaves like a geometric series with ratio ρ\rho (Chapter 09, Section 03) — and geometric series with r<1\lvert r\rvert<1 converge. If ρ>1\rho>1, consecutive terms are eventually growing, so the terms cannot shrink to 00, and the test for divergence (Chapter 09, Section 04) applies. A full proof is outside this chapter's scope, but the geometric-series comparison is the reason the test works.

Step-by-step — Find the radius of convergence of $\displaystyle\sum_{n=0}^{\infty} \frac{(x-2)^n}{n+1}$
1
Set up the ratio test on the terms an=(x2)nn+1a_n = \dfrac{(x-2)^n}{n+1}: form an+1an=(x2)n+1n+2n+1(x2)n\left\lvert\dfrac{a_{n+1}}{a_n}\right\rvert = \left\lvert\dfrac{(x-2)^{n+1}}{n+2}\cdot\dfrac{n+1}{(x-2)^n}\right\rvert.
2
Cancel the common power of (x2)(x-2): (x2)n+1(x2)n=(x2)\dfrac{(x-2)^{n+1}}{(x-2)^n} = (x-2), leaving (x2)n+1n+2=x2n+1n+2\left\lvert(x-2)\cdot\dfrac{n+1}{n+2}\right\rvert = \lvert x-2\rvert\cdot\dfrac{n+1}{n+2}.
3
Take the limit as nn\to\infty: n+1n+21\dfrac{n+1}{n+2}\to1 (divide numerator and denominator by nn, Chapter 09 Exercise 9.1 style), so ρ=x21=x2\rho = \lvert x-2\rvert\cdot1 = \lvert x-2\rvert.
4
Apply the ratio test's convergence condition ρ<1\rho<1: x2<1\lvert x-2\rvert<1 — the series converges when xx is within distance 11 of the center a=2a=2.
5
Read off the radius: R=1R=1. (Checking the two boundary points x=1x=1 and x=3x=3 separately, using Chapter 09's tools, would complete the exact interval of convergence — the ratio test alone only settles the interior.)
❌ Concluding convergence when the ratio test gives exactly 1

For n=11n(x0)n\displaystyle\sum_{n=1}^{\infty}\frac1n(x-0)^n evaluated at the boundary point x=1x=1: the ratio test on the series 1n\sum\frac1n itself gives ρ=limn1/(n+1)1/n=limnnn+1=1\rho = \lim_{n\to\infty}\left\lvert\dfrac{1/(n+1)}{1/n}\right\rvert = \lim_{n\to\infty}\dfrac{n}{n+1}=1.

Why it breaks: ρ=1\rho=1 is explicitly the inconclusive case in the ratio test's definition — the test simply does not decide convergence or divergence here, in either direction.

Consequence: a separate check is required: at x=1x=1, the series is exactly 1n\sum\frac1n, the harmonic series, which Chapter 09, Section 05 proved diverges. The ratio test's silence at ρ=1\rho=1 is not evidence of convergence — every boundary point of an interval of convergence must be checked by an independent method, never assumed.


03 · Taylor Series

Section 01 showed some functions happen to equal a power series. The Taylor series is a general recipe for building a power series out of any function's derivatives — designed so that the series matches the function's value and every derivative's value at a single point aa.

Definition — Taylor Series

The Taylor series of ff centered at aa is

f(x)n=0f(n)(a)n!(xa)n=f(a)+f(a)(xa)+f(a)2!(xa)2+f(a)3!(xa)3+f(x) \approx \sum_{n=0}^{\infty} \frac{f^{(n)}(a)}{n!}(x-a)^n = f(a) + f'(a)(x-a) + \frac{f''(a)}{2!}(x-a)^2 + \frac{f'''(a)}{3!}(x-a)^3 + \cdots

When a=0a=0, this is called a Maclaurin series: n=0f(n)(0)n!xn\displaystyle\sum_{n=0}^{\infty}\frac{f^{(n)}(0)}{n!}x^n.

Why divide by n! — matching derivatives at a, term by term

Each coefficient is built so that differentiating the series nn times and evaluating at x=ax=a reproduces f(n)(a)f^{(n)}(a) exactly: differentiating (xa)n(x-a)^n a total of nn times gives the constant n!n! (each of the nn derivatives brings down one factor: n,n1,n2,,1n, n-1, n-2,\ldots,1, multiplying to n!n!), and all lower-power terms vanish after nn differentiations while all higher-power terms still contain a factor of (xa)(x-a) and vanish at x=ax=a. Dividing by n!n! exactly cancels that leftover factor, leaving f(n)(a)f^{(n)}(a) — the series is constructed to agree with ff and all its derivatives at the single point aa.

Step-by-step — Build the Maclaurin series for $f(x)=e^x$
1
Recall the derivative of exe^x (Chapter 02, Section 10): ddx[ex]=ex\dfrac{d}{dx}[e^x]=e^x — every derivative of exe^x is exe^x itself, so f(n)(x)=exf^{(n)}(x)=e^x for every nn.
2
Evaluate every derivative at a=0a=0: f(n)(0)=e0=1f^{(n)}(0) = e^0 = 1 for every n=0,1,2,n=0,1,2,\ldots.
3
Substitute into the Taylor series formula with a=0a=0: n=0f(n)(0)n!xn=n=01n!xn\displaystyle\sum_{n=0}^{\infty}\frac{f^{(n)}(0)}{n!}x^n = \sum_{n=0}^{\infty}\frac{1}{n!}x^n — every f(n)(0)=1f^{(n)}(0)=1 from step 2.
4
Write out the first few terms: 1+x+x22!+x33!+x44!+=1+x+x22+x36+x424+1 + x + \dfrac{x^2}{2!} + \dfrac{x^3}{3!} + \dfrac{x^4}{4!}+\cdots = 1+x+\dfrac{x^2}{2}+\dfrac{x^3}{6}+\dfrac{x^4}{24}+\cdots.
5
Numerically check at x=1x=1: the partial sum through the x4x^4 term gives 1+1+0.5+0.16+0.04162.70831+1+0.5+0.1\overline{6}+0.041\overline{6}\approx2.708\overline{3}, already close to e12.71828e^1\approx2.71828 — each additional term tightens the approximation.

04 · Exercises

EXERCISE 10.1

Set up the ratio test on the general term, simplify the ratio of consecutive terms, then take the limit as nn\to\infty.

n=0(x+1)n2n\displaystyle\sum_{n=0}^{\infty}\frac{(x+1)^n}{2^n}: an=(x+1)n2na_n=\dfrac{(x+1)^n}{2^n}. an+1an=(x+1)n+12n+12n(x+1)n=x+12\left\lvert\dfrac{a_{n+1}}{a_n}\right\rvert = \left\lvert\dfrac{(x+1)^{n+1}}{2^{n+1}}\cdot\dfrac{2^n}{(x+1)^n}\right\rvert = \dfrac{\lvert x+1\rvert}{2} (independent of nn, so the limit is itself). Convergence requires x+12<1    x+1<2\dfrac{\lvert x+1\rvert}{2}<1 \implies \lvert x+1\rvert<2. Radius of convergence: R=2R=2.

Find the radius of convergence of n=0(x+1)n2n\displaystyle\sum_{n=0}^{\infty}\dfrac{(x+1)^n}{2^n} using the ratio test.

EXERCISE 10.2

Use ddx[sinx]=cosx\dfrac{d}{dx}[\sin x]=\cos x and ddx[cosx]=sinx\dfrac{d}{dx}[\cos x]=-\sin x (Chapter 02, Section 09) to compute successive derivatives, then evaluate each at x=0x=0.

f(x)=sinxf(x)=\sin x: f(x)=cosxf'(x)=\cos x, f(x)=sinxf''(x)=-\sin x, f(x)=cosxf'''(x)=-\cos x, f(4)(x)=sinxf^{(4)}(x)=\sin x (the pattern repeats every 4 derivatives). At x=0x=0: f(0)=0f(0)=0, f(0)=1f'(0)=1, f(0)=0f''(0)=0, f(0)=1f'''(0)=-1, f(4)(0)=0f^{(4)}(0)=0. Maclaurin series: 0+1x+02!x2+13!x3+04!x4+=xx36+x51200+1\cdot x+\dfrac{0}{2!}x^2+\dfrac{-1}{3!}x^3+\dfrac{0}{4!}x^4+\cdots = x-\dfrac{x^3}{6}+\dfrac{x^5}{120}-\cdots (only odd powers survive, alternating sign).

Build the Maclaurin series for f(x)=sinxf(x)=\sin x through the x5x^5 term, using the derivatives established in Chapter 02.

EXERCISE 10.3

Compute successive derivatives of ln(1+x)\ln(1+x) directly (using Chapter 02's derivative of lnx\ln x combined with the chain rule from Chapter 03), then evaluate at x=0x=0.

f(x)=ln(1+x)f(x)=\ln(1+x): f(x)=11+xf'(x)=\dfrac{1}{1+x}, f(x)=1(1+x)2f''(x)=-\dfrac{1}{(1+x)^2}, f(x)=2(1+x)3f'''(x)=\dfrac{2}{(1+x)^3}. At x=0x=0: f(0)=0f(0)=0, f(0)=1f'(0)=1, f(0)=1f''(0)=-1, f(0)=2f'''(0)=2. Series: 0+1x+12!x2+23!x3+=xx22+x330+1\cdot x+\dfrac{-1}{2!}x^2+\dfrac{2}{3!}x^3+\cdots = x-\dfrac{x^2}{2}+\dfrac{x^3}{3}-\cdots.

Build the Maclaurin series for f(x)=ln(1+x)f(x)=\ln(1+x) through the x3x^3 term.

EXERCISE 10.4

The boundary points of an interval of convergence are never decided by the ratio test itself — check them as ordinary numerical series using Chapter 09's tools.

From Exercise 10.1, the series converges for x+1<2\lvert x+1\rvert<2, i.e. 3<x<1-3<x<1, with boundary points x=3x=-3 and x=1x=1 requiring separate checks (not answered by the ratio test, since ρ=1\rho=1 exactly there) — for instance at x=1x=1: terms become 2n2n=1\frac{2^n}{2^n}=1 for every nn, which does not shrink to 00, so by the test for divergence (Chapter 09) the series diverges at that endpoint.

Explain why the ratio test alone cannot determine whether the series from Exercise 10.1 converges at its two boundary points x=3x=-3 and x=1x=1, and check convergence at x=1x=1 directly.

EXERCISE 10.5

Substitute x-x for xx directly into the known Maclaurin series for exe^x from Section 03 — no new derivative computation is required.

From Section 03, ex=n=0xnn!e^x = \sum_{n=0}^\infty \frac{x^n}{n!}. Substituting xxx\to-x: ex=n=0(x)nn!=n=0(1)nxnn!=1x+x22x36+e^{-x} = \sum_{n=0}^\infty\frac{(-x)^n}{n!} = \sum_{n=0}^\infty\frac{(-1)^n x^n}{n!} = 1-x+\dfrac{x^2}{2}-\dfrac{x^3}{6}+\cdots.

Using the Maclaurin series for exe^x from Section 03, find the Maclaurin series for exe^{-x} by substitution (no new derivatives needed).


05 · Chapter Summary

ConceptFormula / Rule
Power seriescn(xa)n\sum c_n(x-a)^n; converges for some xx, diverges for others
Ratio testρ=liman+1/an\rho=\lim\lvert a_{n+1}/a_n\rvert: ρ<1\rho<1 converges, ρ>1\rho>1 diverges, ρ=1\rho=1 inconclusive
Radius of convergenceRR: converges for xa<R\lvert x-a\rvert<R; endpoints checked separately
Taylor seriesf(n)(a)n!(xa)n\sum \dfrac{f^{(n)}(a)}{n!}(x-a)^n
Maclaurin seriesTaylor series centered at a=0a=0
Maclaurin series for exe^xxnn!=1+x+x22+\sum \dfrac{x^n}{n!} = 1+x+\dfrac{x^2}{2}+\cdots

Next: Chapter 11 — Taylor Series Advanced, where the gap between a Taylor series' partial sum and the true function value is measured and bounded.