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Taylor’s Series for Analytic Functions

At a Glance

Why This Chapter Matters

Taylor’s theorem in the complex plane is one of the deepest results of complex analysis: it says that every analytic function is a power series in disguise. UPSC 2017 asked for an explicit Taylor expansion of an analytic function about a given point together with the radius of convergence — a standard but non-trivial 15-mark task. Understanding Taylor series also prepares you for Laurent series (singular points, residues) which appear far more in the exam.

Minimum Theory

Taylor’s Theorem for Analytic Functions

Theorem. Let ff be analytic in the disk zz0<R|z - z_0| < R. Then ff has a convergent power series representation (Taylor series) in that disk:

f(z)=n=0an(zz0)n,zz0<R,f(z) = \sum_{n=0}^{\infty} a_n (z - z_0)^n, \quad |z - z_0| < R,

where the coefficients are uniquely determined by

an=f(n)(z0)n!=12πiCf(ζ)(ζz0)n+1dζ,a_n = \frac{f^{(n)}(z_0)}{n!} = \frac{1}{2\pi i} \oint_C \frac{f(\zeta)}{(\zeta - z_0)^{n+1}}\,d\zeta,

with CC any positively-oriented simple closed curve enclosing z0z_0 inside zz0<R|z - z_0| < R.

The radius of convergence of the Taylor series equals the distance from z0z_0 to the nearest singularity of ff in C\mathbb{C} (or ++\infty if ff is entire).

Key Features

Standard Taylor Series (memorise these)

FunctionExpansion at z0=0z_0 = 0Valid for
eze^zn=0znn!\displaystyle\sum_{n=0}^{\infty} \frac{z^n}{n!}all zCz \in \mathbb{C}
sinz\sin zn=0(1)nz2n+1(2n+1)!\displaystyle\sum_{n=0}^{\infty} \frac{(-1)^n z^{2n+1}}{(2n+1)!}all zCz \in \mathbb{C}
cosz\cos zn=0(1)nz2n(2n)!\displaystyle\sum_{n=0}^{\infty} \frac{(-1)^n z^{2n}}{(2n)!}all zCz \in \mathbb{C}
11z\dfrac{1}{1-z}n=0zn\displaystyle\sum_{n=0}^{\infty} z^n$
11+z\dfrac{1}{1+z}n=0(1)nzn\displaystyle\sum_{n=0}^{\infty} (-1)^n z^n$
log(1+z)\log(1+z)n=1(1)n1znn\displaystyle\sum_{n=1}^{\infty} \frac{(-1)^{n-1} z^n}{n}$

Expanding at a Point z00z_0 \neq 0

Substitution method (fastest): Write z=z0+wz = z_0 + w so w=zz0w = z - z_0, expand as a series in ww, then re-express in (zz0)(z - z_0).

Direct method (using Cauchy’s formula for coefficients): compute an=f(n)(z0)/n!a_n = f^{(n)}(z_0)/n! by differentiating nn times.

For most UPSC problems, the substitution method is faster and less error-prone.

Radius of Convergence from the Expansion

Once you have the Taylor series an(zz0)n\sum a_n(z-z_0)^n, apply Hadamard or the ratio test as in P2-CX-06. Alternatively, simply state: R=R = distance from z0z_0 to the nearest singularity of ff.

Question Archetypes

ArchetypeRecognition
expand-at-point”Expand f(z)f(z) as a Taylor series about z=z0z = z_0; find radius of convergence”
prove-taylor-theorem”State and prove Taylor’s theorem for analytic functions”
identify-coefficients”Find f(n)(z0)f^{(n)}(z_0) or the coefficient of (zz0)n(z-z_0)^n

expand-at-point (1 question; 2017)

Recognition Cues

Solution Template

  1. Identify the centre z0z_0 and locate the singularities of ff.
  2. State R=R = distance from z0z_0 to nearest singularity.
  3. Write w=zz0w = z - z_0 and express ff in terms of ww.
  4. Expand using standard series (geometric, exponential, etc.) in powers of ww.
  5. Collect terms and write the series explicitly up to the degree requested (or in sigma notation).
  6. Convert back to powers of (zz0)(z - z_0).
  7. Confirm radius of convergence using Hadamard or the singularity-distance interpretation.

Worked Example

2017 Paper 2, 2017-P2-QCX (15 marks)

Expand f(z)=1(z1)(z2)f(z) = \dfrac{1}{(z-1)(z-2)} as a Taylor series about z0=0z_0 = 0 and find the radius of convergence.

Step 1: Singularities and radius.

ff has simple poles at z=1z = 1 and z=2z = 2. The nearest singularity to z0=0z_0 = 0 is z=1z = 1 (distance 11). Therefore

R=1.R = 1.

The Taylor series converges in z<1|z| < 1.

Step 2: Partial fractions.

1(z1)(z2)=Az1+Bz2.\frac{1}{(z-1)(z-2)} = \frac{A}{z-1} + \frac{B}{z-2}.

Multiply through: 1=A(z2)+B(z1)1 = A(z-2) + B(z-1).

Set z=1z = 1: 1=A(1)1 = A(-1), so A=1A = -1. Set z=2z = 2: 1=B(1)1 = B(1), so B=1B = 1.

f(z)=1z1+1z2=11z12z.f(z) = \frac{-1}{z-1} + \frac{1}{z-2} = \frac{1}{1-z} - \frac{1}{2-z}.

Step 3: Expand each term using the geometric series 11w=n=0wn\dfrac{1}{1-w} = \sum_{n=0}^\infty w^n for w<1|w| < 1.

11z=n=0zn,z<1.\frac{1}{1-z} = \sum_{n=0}^{\infty} z^n, \quad |z| < 1.

12z=1211z/2=12n=0(z2)n=n=0zn2n+1,z<2.\frac{1}{2-z} = \frac{1}{2} \cdot \frac{1}{1 - z/2} = \frac{1}{2}\sum_{n=0}^{\infty} \left(\frac{z}{2}\right)^n = \sum_{n=0}^{\infty} \frac{z^n}{2^{n+1}}, \quad |z| < 2.

Step 4: Combine.

f(z)=n=0znn=0zn2n+1=n=0(112n+1)zn,z<1.f(z) = \sum_{n=0}^{\infty} z^n - \sum_{n=0}^{\infty} \frac{z^n}{2^{n+1}} = \sum_{n=0}^{\infty} \left(1 - \frac{1}{2^{n+1}}\right) z^n, \quad |z| < 1.

Step 5: State the result.

f(z)=n=02n+112n+1zn,z<1.\boxed{f(z) = \sum_{n=0}^{\infty} \frac{2^{n+1} - 1}{2^{n+1}}\, z^n, \quad |z| < 1.}

The radius of convergence is R=1R = 1, determined by the singularity at z=1z = 1.

Verification: The coefficient an=11/2n+1=(2n+11)/2n+1a_n = 1 - 1/2^{n+1} = (2^{n+1}-1)/2^{n+1}. Hadamard: lim supan1/n1\limsup|a_n|^{1/n} \to 1 (since an1a_n \to 1), confirming R=1R = 1. \blacksquare

Common Traps

Marks-Aware Writing

This is a 15-mark Section B question. UPSC expects:

  1. Partial fractions (or other algebraic setup) — show all algebra.
  2. Standard series identification — cite which standard series you are using.
  3. Final series in sigma notation with explicit general term.
  4. Radius of convergence — justify by singularity-distance or by Hadamard.

For “prove Taylor’s theorem” variants (which also appear), structure as: (a) state the theorem with hypotheses, (b) start from Cauchy’s integral formula, (c) expand 1/(ζz)1/(\zeta - z) as a geometric series in (zz0)/(ζz0)(z - z_0)/(\zeta - z_0), (d) justify term-by-term integration by uniform convergence, (e) identify coefficients.

Practice Set

Only one historical question on this atom (shown above).

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