Recurrence relations & closed forms
A recurrence defines each term from earlier ones; a closed form gives aₙ directly from n. For first-order linear recurrences aₙ = r·aₙ₋₁ + c there are two reliable routes: iterate the recurrence and recognise the resulting geometric sum, or telescope after a clever substitution. Both end with an induction check, which is where the marks are.
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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.
- Iterate a few timesSubstitute the recurrence into itself two or three times and look for the emerging pattern in the coefficients.
- Recognise the geometric sumFor aₙ = r·aₙ₋₁ + c you get aₙ = rⁿa₀ + c(rⁿ − 1)/(r − 1) when r ≠ 1, and aₙ = a₀ + cn when r = 1.
- Telescope when the recurrence is additiveIf aₙ − aₙ₋₁ = f(n), sum both sides from 1 to n; the left collapses to aₙ − a₀.
- Verify by inductionConfirm the base and that the closed form satisfies the recurrence. Never present an unverified guess.
Worked example
Solve aₙ = 3aₙ₋₁ + 4 with a₀ = 1.
- Iterate: a₁ = 3·1 + 4 = 7; a₂ = 3·7 + 4 = 25; a₃ = 3·25 + 4 = 79.
- General pattern: aₙ = 3ⁿ·1 + 4(3^(n−1) + … + 3 + 1) = 3ⁿ + 4·(3ⁿ − 1)/2.
- Simplify: aₙ = 3ⁿ + 2·3ⁿ − 2 = 3·3ⁿ − 2 = 3^(n+1) − 2.
- Check: n = 0 gives 3 − 2 = 1 ✓; n = 2 gives 27 − 2 = 25 ✓.
Answer. aₙ = 3^(n+1) − 2.
Where marks get dropped
These are the specific errors that cost credit on recurrence relations & closed forms questions — QED's rubric penalises each of them separately.
- Using the geometric sum formula with r = 1, which divides by zero. That case is arithmetic, not geometric.
- Losing track of how many times the recurrence was applied, giving an off-by-one in the exponent.
- Presenting a pattern spotted from three terms as the answer. The induction verification is a marked step.
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Recurrence relations & closed forms — frequently asked questions
What is telescoping?
Writing a sum so consecutive terms cancel: Σ(aₖ − aₖ₋₁) collapses to aₙ − a₀. It turns an additive recurrence into a single sum.
How do I handle aₙ = r·aₙ₋₁ + f(n) with non-constant f?
Divide through by rⁿ to make it telescoping, or use the summation factor method. The homogeneous part is always rⁿ times a constant.
What about second-order recurrences?
Use the characteristic equation — it handles aₙ = pAₙ₋₁ + qaₙ₋₂ directly and is the standard method for Fibonacci-style relations.
The rest of Induction & Recursion
Mathematical, strong & structural induction; recursion. Each subtopic below has its own method, worked example and mark-losing traps.
- 1Weak (ordinary) mathematical induction
- 2Strong induction
- 3Structural induction
- 4Recursive definitions of sequences & functions
- 5Inductively defined sets & languages
- 6Induction on inequalities & divisibility
- 7Recurrence relations & closed forms
- 8Well-founded induction & termination
- 9Spotting the flaw in a bogus induction proof
- 10Induction with several base cases
- 11Loop invariants & algorithm correctness
- 12Linear recurrences via characteristic roots
- 13Fibonacci identities by induction
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