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Points in the polar coordinate system with pole O and polar axis L. In green, the point with radial coordinate 3 and angular coordinate 60 degrees or (3, 60°). In blue, the point (4, 210°).
In
mathematics, the
polar coordinate system is a
two-dimensional coordinate system in which each
point on a
plane is determined by a
distance from a reference point and an
angle from a reference direction.
The reference point (analogous to the origin of a
Cartesian coordinate system) is called the
pole, and the
ray from the pole in the reference direction is the
polar axis. The distance from the pole is called the
radial coordinate or
radius, and the angle is called the
angular coordinate,
polar angle, or
azimuth.
[1]
History
The concepts of angle and radius were already used by ancient peoples of the first millennium
BC. The
Greek astronomer and
astrologer Hipparchus (190–120 BC) created a table of
chord
functions giving the length of the chord for each angle, and there are
references to his using polar coordinates in establishing stellar
positions.
[2] In
On Spirals,
Archimedes describes the
Archimedean spiral, a function whose radius depends on the angle. The Greek work, however, did not extend to a full coordinate system.
From the 8th century AD onward, astronomers developed methods for approximating and calculating the direction to
Mecca (
qibla)—and its distance—from any location on the Earth.
[3] From the 9th century onward they were using
spherical trigonometry and
map projection methods to determine these quantities accurately. The calculation is essentially the conversion of the
equatorial polar coordinates of Mecca (i.e. its
longitude and
latitude) to its polar coordinates (i.e. its qibla and distance) relative to a system whose reference meridian is the
great circle through the given location and the Earth's poles, and whose polar axis is the line through the location and its
antipodal point.
[4]
There are various accounts of the introduction of polar coordinates
as part of a formal coordinate system. The full history of the subject
is described in
Harvard professor
Julian Lowell Coolidge's
Origin of Polar Coordinates.[5] Grégoire de Saint-Vincent and
Bonaventura Cavalieri
independently introduced the concepts in the mid-seventeenth century.
Saint-Vincent wrote about them privately in 1625 and published his work
in 1647, while Cavalieri published his in 1635 with a corrected version
appearing in 1653. Cavalieri first used polar coordinates to solve a
problem relating to the area within an
Archimedean spiral.
Blaise Pascal subsequently used polar coordinates to calculate the length of
parabolic arcs.
In
Method of Fluxions (written 1671, published 1736), Sir
Isaac Newton
examined the transformations between polar coordinates, which he
referred to as the "Seventh Manner; For Spirals", and nine other
coordinate systems.
[6] In the journal
Acta Eruditorum (1691),
Jacob Bernoulli used a system with a point on a line, called the
pole and
polar axis respectively. Coordinates were specified by the distance from the pole and the angle from the
polar axis. Bernoulli's work extended to finding the
radius of curvature of curves expressed in these coordinates.
The actual term
polar coordinates has been attributed to
Gregorio Fontana and was used by 18th-century Italian writers. The term appeared in
English in
George Peacock's 1816 translation of
Lacroix's
Differential and Integral Calculus.
[7][8] Alexis Clairaut was the first to think of polar coordinates in three dimensions, and
Leonhard Euler was the first to actually develop them.
[5]
Conventions
A polar grid with several angles labelled in degrees
The radial coordinate is often denoted by
r or
ρ, and the angular coordinate by
ϕ,
θ, or
t. The angular coordinate is specified as
ϕ by
ISO standard
31-11.
Angles in polar notation are generally expressed in either
degrees or
radians (2
π rad being equal to 360°). Degrees are traditionally used in
navigation,
surveying, and many applied disciplines, while radians are more common in mathematics and mathematical
physics.
[9]
In many contexts, a positive angular coordinate means that the angle
ϕ is measured
counterclockwise from the axis.
In mathematical literature, the polar axis is often drawn horizontal
and pointing to the right, and the angle is denoted by θ instead of
ϕ.
Uniqueness of polar coordinates
Adding any number of full
turns
(360°) to the angular coordinate does not change the corresponding
direction. Also, a negative radial coordinate is best interpreted as the
corresponding positive distance measured in the opposite direction.
Therefore, the same point can be expressed with an infinite number of
different polar coordinates
(r, ϕ ± n×360°) or
(−r, ϕ ± (2n + 1)180°), where
n is any
integer.
[10] Moreover, the pole itself can be expressed as (0,
ϕ) for any angle
ϕ.
[11]
Where a unique representation is needed for any point, it is usual to limit
r to
non-negative numbers (
r ≥ 0) and
ϕ to the
interval [0, 360°) or (−180°, 180°] (in radians, [0, 2
π) or (−
π,
π]).
[12] One must also choose a unique azimuth for the pole, e.g.,
ϕ = 0.
Converting between polar and Cartesian coordinates
A diagram illustrating the relationship between polar and Cartesian coordinates.
A curve on the Cartesian plane can be mapped into polar coordinates. In this animation,
is mapped onto
. Click on image for details.
The polar coordinates
r and
ϕ can be converted to the
Cartesian coordinates x and
y by using the
trigonometric functions sine and cosine:
The Cartesian coordinates
x and
y can be converted to polar coordinates
r and
ϕ with
r ≥ 0 and
ϕ in the interval (−
π,
π] by:
[13]
- (as in the Pythagorean theorem or the Euclidean norm), and
- ,
where
atan2 is a common variation on the
arctangent function defined as
If
r is calculated first as above, then this formula for
ϕ may be stated a little more simply using the standard
arccosine function:
The value of
ϕ above is the
principal value of the complex number function
arg applied to
x+
iy. An angle in the range [0, 2
π) may be obtained by adding 2
π to the value in case it is negative (in other words when
y is negative).
Polar equation of a curve
The equation defining an
algebraic curve expressed in polar coordinates is known as a
polar equation. In many cases, such an equation can simply be specified by defining
r as a
function of
ϕ. \The resulting curve then consists of points of the form (
r(
ϕ),
ϕ) and can be regarded as the
graph of the polar function
r. Note that, in contrast to Cartesian coordinates, the independent variable is the second number in the ordered pair, ϕ.
Different forms of
symmetry can be deduced from the equation of a polar function
r. If
r(−ϕ) = r(ϕ) the curve will be symmetrical about the horizontal (0°/180°) ray, if
r(π − ϕ) = r(ϕ) it will be symmetric about the vertical (90°/270°) ray, and if
r(ϕ − α) = r(ϕ) it will be
rotationally symmetric by α
clockwise and
counterclockwise about the pole.
Because of the circular nature of the polar coordinate system, many
curves can be described by a rather simple polar equation, whereas their
Cartesian form is much more intricate. Among the best known of these
curves are the
polar rose,
Archimedean spiral,
lemniscate,
limaçon, and
cardioid.
For the circle, line, and polar rose below, it is understood that
there are no restrictions on the domain and range of the curve.
Circle
A circle with equation r(ϕ) = 1
The general equation for a circle with a center at
(r0, ) and radius
a is
This can be simplified in various ways, to conform to more specific cases, such as the equation
for a circle with a center at the pole and radius
a.
[14]
When
r0 =
a, or when the origin lies on the circle, the equation becomes
- .
In the general case, the equation can be solved for
r, giving
- ,
the solution with a minus sign in front of the square root gives the same curve.
Line
A polar rose with equation r(ϕ) = 2 sin 4ϕ
Radial lines (those running through the pole) are represented by the equation
- ,
where ɣ is the angle of elevation of the line; that is,
ɣ = arctan m where
m is the
slope of the line in the Cartesian coordinate system. The non-radial line that crosses the radial line
ϕ = ɣ perpendicularly at the point (
r0, ɣ) has the equation
Otherwise stated (
r0, ɣ) is the point in which the tangent intersects the imaginary circle of radius
r0.
Polar rose
A
polar rose is a famous mathematical curve that looks like a petaled flower, and that can be expressed as a simple polar equation,
for any constant ɣ
0 (including 0). If
k is an integer, these equations will produce a
k-petaled rose if
k is
odd, or a 2
k-petaled rose if
k is even. If
k
is rational but not an integer, a rose-like shape may form but with
overlapping petals. Note that these equations never define a rose with
2, 6, 10, 14, etc. petals. The
variable a represents the length of the petals of the rose.
Archimedean spiral
One arm of an Archimedean spiral with equation r(ϕ) = ϕ / 2π for 0 < ϕ < 6π
The
Archimedean spiral is a famous spiral that was discovered by
Archimedes, which can also be expressed as a simple polar equation. It is represented by the equation
Changing the parameter
a will turn the spiral, while
b
controls the distance between the arms, which for a given spiral is
always constant. The Archimedean spiral has two arms, one for
ϕ > 0 and one for
ϕ < 0.
The two arms are smoothly connected at the pole. Taking the mirror
image of one arm across the 90°/270° line will yield the other arm. This
curve is notable as one of the first curves, after the
conic sections, to be described in a mathematical treatise, and as being a prime example of a curve that is best defined by a polar equation.
Conic sections
Ellipse, showing semi-latus rectum
A
conic section with one focus on the pole and the other somewhere on the 0° ray (so that the conic's
major axis lies along the polar axis) is given by:
where
e is the
eccentricity and
is the
semi-latus rectum (the perpendicular distance at a focus from the major axis to the curve). If
e > 1, this equation defines a
hyperbola; if
e = 1, it defines a
parabola; and if
e < 1, it defines an
ellipse. The special case
e = 0 of the latter results in a circle of the radius
.
Intersection of two polar curves
The graphs of two polar functions
and
have possible intersections of three types:
- In the origin if the equations and have at least one solution each.
- All the points where are the solutions to the equation .
- All the points where are the solutions to the equation where is an integer.
Complex numbers
An illustration of a complex number z plotted on the complex plane
An illustration of a complex number plotted on the complex plane using
Euler's formula
Every
complex number can be represented as a point in the
complex plane,
and can therefore be expressed by specifying either the point's
Cartesian coordinates (called rectangular or Cartesian form) or the
point's polar coordinates (called polar form). The complex number
z can be represented in rectangular form as
where
i is the
imaginary unit, or can alternatively be written in polar form (via the conversion formulae given
above) as
and from there as
where
e is
Euler's number, which are equivalent as shown by
Euler's formula.
[15] (Note that this formula, like all those involving exponentials of angles, assumes that the angle
ϕ is expressed in
radians.) To convert between the rectangular and polar forms of a complex number, the conversion formulae given
above can be used.
For the operations of
multiplication,
division, and
exponentiation
of complex numbers, it is generally much simpler to work with complex
numbers expressed in polar form rather than rectangular form. From the
laws of exponentiation:
-
-
-
Calculus
Calculus can be applied to equations expressed in polar coordinates.
[16][17]
The angular coordinate
ϕ is expressed in radians throughout this section, which is the conventional choice when doing calculus.
Differential calculus
Using
x = r cos ϕ and
y = r sin ϕ , one can derive a relationship between derivatives in Cartesian and polar coordinates. For a given function,
u(
x,
y), it follows that (by computing its
total derivatives)
or
Hence, we have the following formulae:
Using the inverse coordinates transformation, an analogous reciprocal
relationship can be derived between the derivatives. Given a function
u(
r,
ϕ), it follows that
or
Hence, we have the following formulae:
To find the Cartesian slope of the tangent line to a polar curve
r(
ϕ) at any given point, the curve is first expressed as a system of
parametric equations.
Differentiating both equations with respect to
ϕ yields
Dividing the second equation by the first yields the Cartesian slope of the tangent line to the curve at the point
(r(ϕ), ϕ):
For other useful formulas including divergence, gradient, and Laplacian in polar coordinates, see
curvilinear coordinates.
Integral calculus (arc length)
The arc length (length of a line segment) defined by a polar function is found by the integration over the curve
r(
ϕ). Let
L denote this length along the curve starting from points
A through to point
B, where these points correspond to
ϕ =
a and
ϕ =
b such that
0 < b − a < 2π. The length of
L is given by the following integral
Integral calculus (area)
The integration region R is bounded by the curve r(ϕ) and the rays ϕ = a and ϕ = b.
Let
R denote the region enclosed by a curve
r(
ϕ) and the rays
ϕ =
a and
ϕ =
b, where
0 < b − a ≤ 2π. Then, the area of
R is
The region R is approximated by n sectors (here, n = 5).
A
planimeter, which mechanically computes polar integrals
This result can be found as follows. First, the interval
[a, b] is divided into
n subintervals, where
n is an arbitrary positive integer. Thus Δ
ϕ, the length of each subinterval, is equal to
b − a (the total length of the interval), divided by
n, the number of subintervals. For each subinterval
i = 1, 2, …,
n, let
ϕi be the midpoint of the subinterval, and construct a
sector with the center at the pole, radius
r(
ϕi), central angle Δ
ϕ and arc length
r(
ϕi)Δ
ϕ. The area of each constructed sector is therefore equal to
Hence, the total area of all of the sectors is
As the number of subintervals
n is increased, the approximation of the area continues to improve. In the limit as
n → ∞, the sum becomes the
Riemann sum for the above integral.
A mechanical device that computes area integrals is the
planimeter,
which measures the area of plane figures by tracing them out: this
replicates integration in polar coordinates by adding a joint so that
the 2-element
linkage effects
Green's theorem, converting the quadratic polar integral to a linear integral.
Generalization
Using
Cartesian coordinates, an infinitesimal area element can be calculated as
dA =
dx dy. The
substitution rule for multiple integrals states that, when using other coordinates, the
Jacobian determinant of the coordinate conversion formula has to be considered:
Hence, an area element in polar coordinates can be written as
Now, a function, that is given in polar coordinates, can be integrated as follows:
Here,
R is the same region as above, namely, the region enclosed by a curve
r(
ϕ) and the rays
ϕ =
a and
ϕ =
b.
The formula for the area of
R mentioned above is retrieved by taking
f identically equal to 1. A more surprising application of this result yields the
Gaussian integral
Vector calculus
Vector calculus can also be applied to polar coordinates. For a planar motion, let
be the position vector
(r cos(ϕ), r sin(ϕ)), with
r and
ϕ depending on time
t.
We define the unit vectors
in the direction of
r and
in the plane of the motion perpendicular to the radial direction, where
is a unit vector normal to the plane of the motion.
Then
- .
Centrifugal and Coriolis terms
Position vector r, always points radially from the origin.
Velocity vector v, always tangent to the path of motion.
Acceleration vector a,
not parallel to the radial motion but offset by the angular and
Coriolis accelerations, nor tangent to the path but offset by the
centripetal and radial accelerations.
Kinematic
vectors in plane polar coordinates. Notice the setup is not restricted
to 2d space, but a plane in any higher dimension.
The term
is sometimes referred to as the
centripetal acceleration, and the term
as the
Coriolis acceleration. For example, see Shankar.
[18]
Note: these terms, that appear when acceleration is expressed in
polar coordinates, are a mathematical consequence of differentiation;
they appear whenever polar coordinates are used. In planar particle
dynamics these accelerations appear when setting up Newton's second law
of motion in a rotating frame of reference. Here these extra terms are
often called fictitious forces; fictitious because they are simply a
result of a change in coordinate frame. That does not mean they do not
exist, rather they exist only in the rotating frame.
Inertial frame of reference S and instantaneous non-inertial co-rotating frame of reference S′. The co-rotating frame rotates at angular rate Ω equal to the rate of rotation of the particle about the origin of S′ at the particular moment t. Particle is located at vector position r(t)
and unit vectors are shown in the radial direction to the particle from
the origin, and also in the direction of increasing angle ϕ
normal to the radial direction. These unit vectors need not be related
to the tangent and normal to the path. Also, the radial distance r need not be related to the radius of curvature of the path.
Co-rotating frame
For
a particle in planar motion, one approach to attaching physical
significance to these terms is based on the concept of an instantaneous
co-rotating frame of reference.
[19] To define a co-rotating frame, first an origin is selected from which the distance
r(
t)
to the particle is defined. An axis of rotation is set up that is
perpendicular to the plane of motion of the particle, and passing
through this origin. Then, at the selected moment
t, the rate of rotation of the co-rotating frame Ω is made to match the rate of rotation of the particle about this axis,
dϕ/
dt.
Next, the terms in the acceleration in the inertial frame are related
to those in the co-rotating frame. Let the location of the particle in
the inertial frame be (
r(t
), ϕ
(t
)), and in the co-rotating frame be (r(t),
ϕ′(t)
). Because the co-rotating frame rotates at the same rate as the particle, dϕ
′/dt
= 0. The fictitious centrifugal force in the co-rotating frame is mrΩ
2, radially outward. The velocity of the particle in the co-rotating frame also is radially outward, because
dϕ′/
dt = 0. The
fictitious Coriolis force therefore has a value −2
m(
dr/
dt)Ω, pointed in the direction of increasing
ϕ only. Thus, using these forces in Newton's second law we find:
where over dots represent time differentiations, and
F is the net real force (as opposed to the fictitious forces). In terms of components, this vector equation becomes:
which can be compared to the equations for the inertial frame:
This comparison, plus the recognition that by the definition of the co-rotating frame at time
t it has a rate of rotation Ω =
dϕ/
dt,
shows that we can interpret the terms in the acceleration (multiplied
by the mass of the particle) as found in the inertial frame as the
negative of the centrifugal and Coriolis forces that would be seen in
the instantaneous, non-inertial co-rotating frame.
For general motion of a particle (as opposed to simple circular
motion), the centrifugal and Coriolis forces in a particle's frame of
reference commonly are referred to the instantaneous
osculating circle of its motion, not to a fixed center of polar coordinates. For more detail, see
centripetal force.
Connection to spherical and cylindrical coordinates
The polar coordinate system is extended into three dimensions with two different coordinate systems, the
cylindrical and
spherical coordinate system.
Applications
Polar
coordinates are two-dimensional and thus they can be used only where
point positions lie on a single two-dimensional plane. They are most
appropriate in any context where the phenomenon being considered is
inherently tied to direction and length from a center point. For
instance, the examples above show how elementary polar equations suffice
to define curves—such as the Archimedean spiral—whose equation in the
Cartesian coordinate system would be much more intricate. Moreover, many
physical systems—such as those concerned with bodies moving around a
central point or with phenomena originating from a central point—are
simpler and more intuitive to model using polar coordinates. The initial
motivation for the introduction of the polar system was the study of
circular and
orbital motion.
Position and navigation
Polar coordinates are used often in
navigation
as the destination or direction of travel can be given as an angle and
distance from the object being considered. For instance,
aircraft
use a slightly modified version of the polar coordinates for
navigation. In this system, the one generally used for any sort of
navigation, the 0° ray is generally called heading 360, and the angles
continue in a
clockwise direction, rather than counterclockwise, as in the mathematical system. Heading 360 corresponds to
magnetic north, while headings 90, 180, and 270 correspond to magnetic east, south, and west, respectively.
[20] Thus, an aircraft traveling 5 nautical miles due east will be traveling 5 units at heading 90 (read
zero-niner-zero by
air traffic control).
[21]
Modeling
Systems displaying
radial symmetry
provide natural settings for the polar coordinate system, with the
central point acting as the pole. A prime example of this usage is the
groundwater flow equation when applied to radially symmetric wells. Systems with a
radial force are also good candidates for the use of the polar coordinate system. These systems include
gravitational fields, which obey the
inverse-square law, as well as systems with
point sources, such as
radio antennas.
Radially asymmetric systems may also be modeled with polar coordinates. For example, a
microphone's
pickup pattern
illustrates its proportional response to an incoming sound from a given
direction, and these patterns can be represented as polar curves. The
curve for a standard cardioid microphone, the most common unidirectional
microphone, can be represented as
r = 0.5 + 0.5sin(ϕ) at its target design frequency.
[22] The pattern shifts toward omnidirectionality at lower frequencies.