How does mathematical induction prove statements about all positive integers, including inequalities, divisibility, and results needing more than one base case?
Prove results involving sums, divisibility and inequalities for all integers using the principle of mathematical induction
A focused answer to the HSC Maths Extension 2 dot point on further mathematical induction. The base case, induction hypothesis and inductive step, applied to series, divisibility and inequalities, plus strong induction with multiple base cases, induction in less obvious settings, and the ways an inductive proof can quietly fail, with rigorous worked examples.
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- What this dot point is asking
- The structure of an induction proof
- Induction on a series
- Induction on divisibility
- Induction on inequalities
- Strong induction and multiple base cases
- Induction in less obvious settings
- Choosing and verifying the base case
- Where ordinary induction fails
- How exam questions ask about induction
What this dot point is asking
NESA wants you to prove statements that hold for all integers from some starting value using mathematical induction. Extension 2 pushes well beyond simple series sums to harder divisibility results, inequalities needing an auxiliary bound, and statements where the step at depends on more than just , so that one base case and the usual hypothesis are not enough. The marks are concentrated in the inductive step and in choosing the right form of induction for the problem.
The structure of an induction proof
To prove that holds for all integers :
- Base case: verify directly.
- Inductive hypothesis: assume is true for some arbitrary integer .
- Inductive step: using the hypothesis, prove .
- Conclusion: by the principle of mathematical induction, holds for all integers .
The logic is a chain. The base case starts it; the inductive step lets each true statement force the next, so truth propagates from to every later integer.
Induction on a series
Prove that for all integers .
Base case (): the left side is ; the right side is . Equal, so holds.
Inductive step: assume . Then
The bracket is , so
which is exactly the formula with . The result follows by induction.
Induction on divisibility
Prove that is divisible by for all integers .
Base case (): , which is divisible by .
Inductive step: assume for some integer , so . Then
Since is an integer, is divisible by . The result follows by induction.
For a divisibility result, the reliable tactic is to write the hypothesis as an equation , then express in terms of so the assumption substitutes in, leaving an expression that is visibly a multiple of . Adding and subtracting a convenient multiple of is often the move that exposes the factor of .
Induction on inequalities
Prove that for all integers .
Base case (): and , and , so holds.
Inductive step: assume for some . Then . It suffices to show for . Now
and for this is . Hence , completing the step.
The pattern for inequalities is a two-step chain: use the hypothesis to bound the expression, then strengthen with a separate algebra inequality (rearranged to "" and checked over the range) to reach the target. A single substitution is never enough, which is why so many inequality questions come in two parts: part (i) proves the helper inequality, part (ii) feeds it into the step.
Strong induction and multiple base cases
Ordinary induction lets the step use only the immediately preceding case . But some statements at genuinely depend on several earlier cases. The fix is strong induction: in the step you assume is true for every with , not just , and you supply as many base cases as the recurrence reaches back.
The signpost is a recurrence (or argument) that refers to more than one earlier term. A two-term recurrence such as uses both and , so to compute you need both and available, and you must verify two base cases ( and ) so that the very first inductive step has both predecessors to stand on. Skip a base case and the chain has a broken link near the start, even if the algebra of the step is perfect.
A second classic use is structural rather than a sequence: "every integer can be written as a product of primes." Here, when is composite you write with , and you need the result for both and , which are smaller than but not necessarily equal to . Only strong induction, assuming the claim for all integers from up to , lets you invoke it for and .
Induction in less obvious settings
Not every induction is a sum, a divisibility, or a clean inequality. The same machinery proves:
- Closed forms for recurrences: given and a rule , prove a direct formula . The engine of the step is the recurrence, not algebraic simplification.
- Properties preserved by a process: some feature holds after each step of an iteration (for example, a quantity stays an integer, or stays positive, at every stage).
- Statements proved by going down, not up. Occasionally it is cleaner to assume the result fails and take a smallest counterexample, then construct a smaller one, a contradiction. This "least counterexample" argument is logically equivalent to strong induction and is sometimes the neatest route.
In every case the four-part skeleton survives; what changes is what powers the step.
Choosing and verifying the base case
The base case must be the smallest value of for which the statement is claimed, not a habitual . If the result only holds from , then is the base case and earlier values may genuinely be false. Verify it by direct calculation of both sides and state clearly that the inequality or equality holds. A correct inductive step with the wrong base case proves nothing, because the chain of implications has no valid starting link. For strong induction, "the base case" becomes "the base cases": supply one for each term the recurrence reaches back to.
Where ordinary induction fails
It is worth knowing the ways an inductive argument can be invalid even when it looks convincing:
- The step secretly needs an earlier case. If proving used but you only assumed , the step is unjustified; switch to strong induction and add the missing base case.
- Too few base cases for the recurrence. A two-term recurrence with only one base case leaves the second term unproved, so the chain never gets going.
- The hypothesis is not actually used. If your step would work without assuming , you have a direct proof, not an induction, and more often a hidden gap.
- An induction "proof" of a false statement. The notorious "all horses are the same colour" argument fails precisely because its step from to relies on an overlap of two groups that does not exist; the lesson is that the step must hold for every , including the very first, with no special small cases quietly assumed.
- Strengthening needed but missing (inequalities). Using the hypothesis gives a bound, not the target; without the separate strengthening inequality the step is incomplete.
How exam questions ask about induction
- "Prove by mathematical induction that ": a series identity; split off the last term, substitute the hypothesis, simplify to the form.
- "Prove that is divisible by ": write the hypothesis as and finish the step with an explicit factor of .
- "Prove that for ": use-then-strengthen; verify the strengthening inequality over the range.
- "A sequence is defined by , . Prove that ": a two-term recurrence; this is strong induction with two base cases.
- "Show that every integer is a product of primes": strong induction, assuming the claim for all smaller integers.
- "(i) Show ... (ii) Hence prove by induction ...": part (i) is the helper you must invoke by name inside the step of part (ii).
Edge cases and what-ifs
- How many base cases? Match the number of base cases to how far the recurrence reaches back: a two-term recurrence needs two, a three-term recurrence needs three. Verify each by direct substitution.
- Strong versus ordinary. If the step at only ever uses , ordinary induction suffices. Reach for strong induction exactly when the step needs earlier cases (a multi-term recurrence, or splitting into smaller factors).
- Base case not at . When the claim starts at , or higher, the base case (or cases) sit there. Everything else is unchanged.
- Strengthening fails near the threshold. For an inequality, the helper inequality sometimes only holds from a slightly larger than the base case; if so, raise the base case to where both the base check and the strengthening hold.
- A least-counterexample alternative. A strong induction can always be recast as "suppose the smallest failing exists, then build a smaller one"; use whichever the question's structure makes cleaner.
Exam-style practice questions
Practice questions written in the style of NESA exam questions on this dot point, with worked answer explainers. The year tag is the paper they imitate, not the source.
HSC 20213 marksProve by mathematical induction that for integers .Show worked answer →
Let be the statement .
Base case : LHS and RHS . Since , is true.
Inductive step: assume holds for some integer , that is . Show .
(using ).
Since , , so .
Therefore , so is true.
By the principle of mathematical induction, for all integers .
Mark notes: 1 mark for the base case , 1 mark for using the assumption to write , 1 mark for completing the inequality and stating the conclusion.
HSC 20234 marks(i) Show that for . (ii) Hence, or otherwise, use mathematical induction to prove that for all integers .Show worked answer →
Part (i). Factor: . For , both factors are non-negative, so . Hence for .
Part (ii). Let be .
Base case : LHS , RHS . Since , is true.
Inductive step: assume for some . Then .
We want . Compare: for by part (i).
So , giving . Thus holds.
By induction, for all integers .
Mark notes: 1 mark for part (i); then 1 mark for the base case, 1 mark for using the assumption to get , 1 mark for invoking part (i) to finish.
HSC 20243 marksUse mathematical induction to prove that for all integers , where .Show worked answer →
Let be the statement .
Base case : and . Since , is true.
Inductive step: assume for some . Consider .
Relate it to using and :
.
Now because . Using the assumption:
.
So holds. By induction, for all integers .
Mark notes: 1 mark for the base case , 1 mark for expressing in terms of , 1 mark for bounding the ratio by and completing the step.
