Sum & product rules
Two rules underpin all of counting. The sum rule: if a task can be done in one of several mutually exclusive ways, add the counts. The product rule: if a task is a sequence of independent choices, multiply. The word that decides between them is usually "or" versus "and" — but only when the alternatives really are disjoint, which is where inclusion–exclusion comes in.
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Method: how to approach it
The order below is what examiners expect to see, and each step carries its own marks.
- Decide: alternatives or stages?Mutually exclusive alternatives means add. A sequence of choices means multiply.
- Check disjointness before addingThe sum rule requires no overlap. Overlapping cases need inclusion–exclusion instead.
- Check independence before multiplyingThe number of options at each stage must not depend on which earlier choices were made — or must at least be constant.
- Combine the rules for complex problemsSplit into disjoint cases (add), and count each case as a sequence of choices (multiply).
Worked example
A menu has 4 starters, 6 mains and 3 desserts. How many two-course meals consisting of a starter and a main, OR a main and a dessert?
- Starter and main: a sequence of two choices, so 4 × 6 = 24 by the product rule.
- Main and dessert: 6 × 3 = 18.
- The two kinds of meal are mutually exclusive — one has a starter, the other a dessert.
- So add: 24 + 18.
Answer. 42 two-course meals.
Where marks get dropped
These are the specific errors that cost credit on sum & product rules questions — QED's rubric penalises each of them separately.
- Adding when the cases overlap. Any meal counted in both categories would be double-counted, so disjointness must be checked.
- Multiplying when the number of options at the second stage depends on the first. Then split into cases first.
- Reading "or" as always meaning add. Inclusive "or" over overlapping sets requires subtracting the intersection.
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Sum & product rules — frequently asked questions
How do I know if cases are disjoint?
Ask whether a single object could be counted in two different cases. If yes, they overlap and the sum rule does not apply directly.
What if the second choice depends on the first?
If the NUMBER of options is constant, multiplication still works — arranging 5 people in a row gives 5 × 4 × 3 × 2 × 1 even though the specific options change.
How does this relate to sets?
The sum rule is |A ∪ B| = |A| + |B| for disjoint sets; the product rule is |A × B| = |A||B|. Counting is set theory with numbers.
The rest of Combinatorics
Counting principles, permutations, combinations. Each subtopic below has its own method, worked example and mark-losing traps.
- 1Sum & product rules
- 2Permutations & combinations
- 3Binomial theorem & Pascal’s triangle
- 4The pigeonhole principle
- 5Inclusion–exclusion
- 6Counting with repetition (stars & bars)
- 7Derangements & counting surjections
- 8Double counting & bijective proofs
- 9Setting up & solving counting recurrences
- 10Generating functions — an introduction
- 11Multinomial coefficients & repeated items
- 12Hockey stick & Vandermonde identities
- 13Catalan numbers & lattice-path counting
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