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FP2 Chapter 8: Polar Coordinates

Module 1: Introduction to Polar Coordinates

Section titled “Module 1: Introduction to Polar Coordinates”

Definition: The polar coordinate system specifies the position of a point in a plane using:

  • rr: the radial distance from the origin (the pole), where r≥0r \geq 0
  • θ\theta: the angular coordinate (polar angle) measured counterclockwise from the positive xx-axis

Polar coordinate system

Key Observations:

A point (r,θ)(r, \theta) in polar coordinates can be converted to Cartesian coordinates (x,y)(x, y) using:

x=rcos⁡θy=rsin⁡θ\begin{aligned} x &= r\cos\theta \\ y &= r\sin\theta \end{aligned}

Conversely, Cartesian coordinates (x,y)(x, y) can be converted to polar coordinates (r,θ)(r, \theta) using:

r=x2+y2θ=tan⁡−1(yx)(with appropriate quadrant adjustments)\begin{aligned} r &= \sqrt{x^2 + y^2} \\ \theta &= \tan^{-1}\left(\frac{y}{x}\right) \quad \text{(with appropriate quadrant adjustments)} \end{aligned}

Multiple polar coordinates can represent the same point:

(r,θ)=(r,θ+2πn)for any integer n(r, \theta) = (r, \theta + 2\pi n) \quad \text{for any integer } n

Example: Converting Between Coordinate Systems

Section titled “Example: Converting Between Coordinate Systems”

Convert the following points between polar and Cartesian coordinates:

(a) The polar point (3,π/4)(3, \pi/4) to Cartesian coordinates

(b) The Cartesian point (0,−2)(0, -2) to polar coordinates

The equation θ=a\theta = a represents a ray (half-line) starting from the origin and making an angle aa with the positive xx-axis.

Cartesian Equivalent:

y=(tan⁡a)⋅xy = (\tan a) \cdot x

with the constraint that the point must lie in the appropriate quadrant determined by aa.

The equation r=ar = a, where a>0a > 0, represents a circle centred at the origin with radius aa.

Cartesian Equivalent:

x2+y2=a2x^2 + y^2 = a^2

Case 3: r=psec⁡(a−θ)r = p \sec(a - \theta) (Lines)

Section titled “Case 3: r=psec⁡(a−θ)r = p \sec(a - \theta)r=psec(a−θ) (Lines)”

The equation r=psec⁡(a−θ)r = p \sec(a - \theta) represents a straight line that is at distance pp from the origin, with the perpendicular to the line making an angle aa with the positive xx-axis.

Characteristics:

  • The line is at a perpendicular distance pp from the origin
  • The normal from the origin to the line makes an angle aa with the positive xx-axis

Example: Identifying and Sketching Basic Polar Curves

Section titled “Example: Identifying and Sketching Basic Polar Curves”

Identify and sketch the following polar curves:

(a) θ=4π/3\theta = 4\pi/3

(b) r=2r = 2

(c) r=4sec⁡(π/4−θ)r = 4\sec(\pi/4 - \theta)

Case 4: r=2acos⁡θr = 2a\cos\theta (Circles through the Origin)

Section titled “Case 4: r=2acos⁡θr = 2a\cos\thetar=2acosθ (Circles through the Origin)”

The equation r=2acos⁡θr = 2a\cos\theta represents a circle with diameter 2a2a, passing through the origin, with centre at (a,0)(a, 0).

Characteristics:

  • The circle is traversed as θ\theta varies from −π/2-\pi/2 to π/2\pi/2 where cos⁡θ\cos\theta is non-negative.

Cartesian Equivalent:

(x−a)2+y2=a2(x-a)^2 + y^2 = a^2

Case 5: r=kθr = k\theta (Spirals of Archimedes)

Section titled “Case 5: r=kθr = k\thetar=kθ (Spirals of Archimedes)”

The equation r=kθr = k\theta represents an Archimedean spiral, where the distance from the origin increases linearly with the angle.

Case 6: r=a(1±cos⁡θ)r = a(1 \pm \cos\theta) (Cardioids)

Section titled “Case 6: r=a(1±cos⁡θ)r = a(1 \pm \cos\theta)r=a(1±cosθ) (Cardioids)”

The equations r=a(1+cos⁡θ)r = a(1 + \cos\theta) and r=a(1−cos⁡θ)r = a(1 - \cos\theta) represent cardioids (“heart-shaped” curves).

Cardioid r = a(1+cos θ)

Characteristics:

  • The cardioid has a cusp (sharp point) at θ=π\theta = \pi for r=a(1+cos⁡θ)r = a(1 + \cos\theta) and at θ=0\theta = 0 for r=a(1−cos⁡θ)r = a(1 - \cos\theta)
  • The maximum distance from the origin is 2a2a (occurring at θ=0\theta = 0 for the first curve and θ=π\theta = \pi for the second)
  • The curve resembles a heart or kidney shape
  • The cardioid can be generated as the path traced by a point on a circle as it rolls around another circle of the same radius

Case 7: r=a(3+2cos⁡θ)r = a(3 + 2\cos\theta) (Limaçons)

Section titled “Case 7: r=a(3+2cos⁡θ)r = a(3 + 2\cos\theta)r=a(3+2cosθ) (Limaçons)”

The equation r=a(3+2cos⁡θ)r = a(3 + 2\cos\theta) represents a limaçon without an inner loop.

Characteristics:

  • This is a limaçon without an inner loop (since 3>23 > 2)
  • The curve is symmetric about the xx-axis

Case 8: r2=a2cos⁡2θr^2 = a^2\cos 2\theta (Lemniscate of Bernoulli)

Section titled “Case 8: r2=a2cos⁡2θr^2 = a^2\cos 2\thetar2=a2cos2θ (Lemniscate of Bernoulli)”

The equation r2=a2cos⁡2θr^2 = a^2\cos 2\theta represents a lemniscate of Bernoulli.

Lemniscate of Bernoulli

Characteristics:

  • The curve passes through the origin (which is a self-intersection point)
  • The curve has two loops, each extending a distance aa from the origin
  • The curve exists only when cos⁡2θ≥0\cos 2\theta \geq 0, i.e., for θ\theta in [−π/4,π/4][-\pi/4, \pi/4] or [3π/4,5π/4][3\pi/4, 5\pi/4]

Module 4: Computing Areas in Polar Coordinates

Section titled “Module 4: Computing Areas in Polar Coordinates”

Key Concept: Area Formula in Polar Coordinates

Section titled “Key Concept: Area Formula in Polar Coordinates”

The area of a region in polar coordinates is given by:

A=∫αβ12r2 dθA = \int_{\alpha}^{\beta} \frac{1}{2}r^2 \, d\theta

where the region is bounded by:

  • The rays θ=α\theta = \alpha and θ=β\theta = \beta
  • The curve r=f(θ)r = f(\theta)
  • The origin

Area in polar coordinates

Find the area of a circle with radius aa using polar coordinates.

Solution:

In polar coordinates, a circle of radius aa centred at the origin is given by the equation r=ar = a. The area is:

A=∫02π12r2 dθ=∫02π12a2 dθ=12a2∫02πdθ=12a2⋅2π=πa2\begin{aligned} A &= \int_{0}^{2\pi} \frac{1}{2}r^2 \, d\theta \\ &= \int_{0}^{2\pi} \frac{1}{2}a^2 \, d\theta \\ &= \frac{1}{2}a^2 \int_{0}^{2\pi} d\theta \\ &= \frac{1}{2}a^2 \cdot 2\pi \\ &= \pi a^2 \end{aligned}

This confirms the well-known formula for the area of a circle.

Find the area enclosed by the cardioid r=a(1+cos⁡θ)r = a(1 + \cos\theta).

Solution:

We need to integrate over the entire curve, which spans θ\theta from 00 to 2π2\pi:

A=∫02π12r2 dθ=∫02π12[a(1+cos⁡θ)]2 dθ=a22∫02π(1+2cos⁡θ+cos⁡2θ) dθ\begin{aligned} A &= \int_{0}^{2\pi} \frac{1}{2}r^2 \, d\theta \\ &= \int_{0}^{2\pi} \frac{1}{2}[a(1 + \cos\theta)]^2 \, d\theta \\ &= \frac{a^2}{2}\int_{0}^{2\pi} (1 + 2\cos\theta + \cos^2\theta) \, d\theta \end{aligned}

Using the identity cos⁡2θ=1+cos⁡2θ2\cos^2\theta = \frac{1 + \cos 2\theta}{2}:

A=a22∫02π(1+2cos⁡θ+1+cos⁡2θ2) dθ=a22∫02π(32+2cos⁡θ+cos⁡2θ2) dθ\begin{aligned} A &= \frac{a^2}{2}\int_{0}^{2\pi} \left(1 + 2\cos\theta + \frac{1 + \cos 2\theta}{2}\right) \, d\theta \\ &= \frac{a^2}{2}\int_{0}^{2\pi} \left(\frac{3}{2} + 2\cos\theta + \frac{\cos 2\theta}{2}\right) \, d\theta \end{aligned}

Evaluating the integral:

A=a22[3θ2+2sin⁡θ+sin⁡2θ4]02π=a22[3⋅2π2+0+0]=3πa22\begin{aligned} A &= \frac{a^2}{2}\left[\frac{3\theta}{2} + 2\sin\theta + \frac{\sin 2\theta}{4}\right]_{0}^{2\pi} \\ &= \frac{a^2}{2}\left[\frac{3 \cdot 2\pi}{2} + 0 + 0\right] \\ &= \frac{3\pi a^2}{2} \end{aligned}

Therefore, the area enclosed by the cardioid r=a(1+cos⁡θ)r = a(1 + \cos\theta) is 3πa22\frac{3\pi a^2}{2}.

Find the area of the region that lies inside the circle r=3r = 3 and outside the cardioid r=1+cos⁡θr = 1 + \cos\theta.

Module 5: Tangents and Slopes in Polar Coordinates

Section titled “Module 5: Tangents and Slopes in Polar Coordinates”

Key Concept: Finding Slopes of Tangent Lines

Section titled “Key Concept: Finding Slopes of Tangent Lines”

For a curve given by r=f(θ)r = f(\theta) in polar coordinates, the slope of the tangent line at a point is:

dydx=r′(θ)sin⁡θ+rcos⁡θr′(θ)cos⁡θ−rsin⁡θ\frac{dy}{dx} = \frac{r'(\theta)\sin\theta + r\cos\theta}{r'(\theta)\cos\theta - r\sin\theta}

where r′(θ)=drdθr'(\theta) = \frac{dr}{d\theta} is the derivative of rr with respect to θ\theta.

Tangent to a polar curve

Derivation:

The parametric equations for a polar curve are:

x=rcos⁡θy=rsin⁡θ\begin{aligned} x &= r\cos\theta \\ y &= r\sin\theta \end{aligned}

Differentiating with respect to θ\theta:

dxdθ=drdθcos⁡θ−rsin⁡θdydθ=drdθsin⁡θ+rcos⁡θ\begin{aligned} \frac{dx}{d\theta} &= \frac{dr}{d\theta}\cos\theta - r\sin\theta \\ \frac{dy}{d\theta} &= \frac{dr}{d\theta}\sin\theta + r\cos\theta \end{aligned}

The slope of the tangent line is:

dydx=dy/dθdx/dθ=drdθsin⁡θ+rcos⁡θdrdθcos⁡θ−rsin⁡θ\begin{aligned} \frac{dy}{dx} &= \frac{dy/d\theta}{dx/d\theta} \\ &= \frac{\frac{dr}{d\theta}\sin\theta + r\cos\theta}{\frac{dr}{d\theta}\cos\theta - r\sin\theta} \end{aligned}

Find the slope of the tangent line to the cardioid r=1+cos⁡θr = 1 + \cos\theta at the point where θ=π/3\theta = \pi/3.

Solution:

First, we need to find rr and r′(θ)r'(\theta) at θ=π/3\theta = \pi/3:

r=1+cos⁡(π/3)=1+12=32r′(θ)=−sin⁡θr′(π/3)=−sin⁡(π/3)=−32\begin{aligned} r &= 1 + \cos(\pi/3) = 1 + \frac{1}{2} = \frac{3}{2} \\ r'(\theta) &= -\sin\theta \\ r'(\pi/3) &= -\sin(\pi/3) = -\frac{\sqrt{3}}{2} \end{aligned}

Now, we can calculate the slope:

dydx=r′(θ)sin⁡θ+rcos⁡θr′(θ)cos⁡θ−rsin⁡θ=−32⋅32+32⋅12−32⋅12−32⋅32=−34+34−34−334=0−3=0\begin{aligned} \frac{dy}{dx} &= \frac{r'(\theta)\sin\theta + r\cos\theta}{r'(\theta)\cos\theta - r\sin\theta} \\ &= \frac{-\frac{\sqrt{3}}{2} \cdot \frac{\sqrt{3}}{2} + \frac{3}{2} \cdot \frac{1}{2}}{-\frac{\sqrt{3}}{2} \cdot \frac{1}{2} - \frac{3}{2} \cdot \frac{\sqrt{3}}{2}} \\ &= \frac{-\frac{3}{4} + \frac{3}{4}}{-\frac{\sqrt{3}}{4} - \frac{3\sqrt{3}}{4}} \\ &= \frac{0}{-\sqrt{3}} \\ &= 0 \end{aligned}

Therefore, the tangent line at the point where θ=π/3\theta = \pi/3 is horizontal.

Finding Points with Horizontal and Vertical Tangents

Section titled “Finding Points with Horizontal and Vertical Tangents”

For a curve r=f(θ)r = f(\theta):

Horizontal Tangents (where dydx=0\frac{dy}{dx} = 0):

r′(θ)sin⁡θ+rcos⁡θ=0r'(\theta)\sin\theta + r\cos\theta = 0

Vertical Tangents (where dydx=∞\frac{dy}{dx} = \infty):

r′(θ)cos⁡θ−rsin⁡θ=0r'(\theta)\cos\theta - r\sin\theta = 0

These equations can be used to find special points on polar curves.

Comprehensive Exercise: Tangents and Areas

Section titled “Comprehensive Exercise: Tangents and Areas”

Solution (a):

For the curve r=2+2sin⁡θr = 2 + \sqrt{2}\sin\theta, we need to find where the tangent is horizontal. For a polar curve, horizontal tangents occur when:

r′(θ)sin⁡θ+rcos⁡θ=0r'(\theta)\sin\theta + r\cos\theta = 0

Let’s find r′(θ)r'(\theta):

r′(θ)=2cos⁡θr'(\theta) = \sqrt{2}\cos\theta

Substituting into the horizontal tangent condition:

2cos⁡θsin⁡θ+(2+2sin⁡θ)cos⁡θ=0\sqrt{2}\cos\theta\sin\theta + (2 + \sqrt{2}\sin\theta)\cos\theta = 0

Factoring out cos⁡θ\cos\theta:

cos⁡θ[2sin⁡θ+2+2sin⁡θ]=0\cos\theta[\sqrt{2}\sin\theta + 2 + \sqrt{2}\sin\theta] = 0 cos⁡θ[22sin⁡θ+2]=0\cos\theta[2\sqrt{2}\sin\theta + 2] = 0

This means either:

  • cos⁡θ=0\cos\theta = 0, which occurs at θ=π2\theta = \frac{\pi}{2} and θ=3π2\theta = \frac{3\pi}{2}, or
  • 22sin⁡θ+2=02\sqrt{2}\sin\theta + 2 = 0, which means sin⁡θ=−12=−22\sin\theta = -\frac{1}{\sqrt{2}} = -\frac{\sqrt{2}}{2}

The second condition gives us θ=5π4\theta = \frac{5\pi}{4} and θ=7π4\theta = \frac{7\pi}{4} in the interval [0,2π)[0, 2\pi).

Solution (b):

Key points on the curve:

θ\thetar=2+2sin⁡θr = 2 + \sqrt{2}\sin\thetaNote
0022
π/2\pi/22+2≈3.412 + \sqrt{2} \approx 3.41horizontal tangent
π\pi22
3π/23\pi/22−2≈0.592 - \sqrt{2} \approx 0.59horizontal tangent
5π/45\pi/411horizontal tangent
7π/47\pi/411horizontal tangent

Solution (c):

The horizontal tangents in the range π<θ<2π\pi < \theta < 2\pi are at θ=5π4\theta = \frac{5\pi}{4} and θ=7π4\theta = \frac{7\pi}{4}.

Using the area formula in polar coordinates:

A=∫5π47π412(2+2sin⁡θ)2 dθA = \int_{\frac{5\pi}{4}}^{\frac{7\pi}{4}} \frac{1}{2}(2 + \sqrt{2}\sin\theta)^2 \, d\theta

Expanding the integrand:

(2+2sin⁡θ)2=4+42sin⁡θ+2sin⁡2θ(2 + \sqrt{2}\sin\theta)^2 = 4 + 4\sqrt{2}\sin\theta + 2\sin^2\theta

Using the identity sin⁡2θ=1−cos⁡2θ2\sin^2\theta = \frac{1 - \cos 2\theta}{2}:

(2+2sin⁡θ)2=4+42sin⁡θ+1−cos⁡2θ=5+42sin⁡θ−cos⁡2θ(2 + \sqrt{2}\sin\theta)^2 = 4 + 4\sqrt{2}\sin\theta + 1 - \cos 2\theta = 5 + 4\sqrt{2}\sin\theta - \cos 2\theta

Therefore:

A=12∫5π47π4(5+42sin⁡θ−cos⁡2θ) dθ=12[5θ−42cos⁡θ−sin⁡2θ2]5π47π4\begin{aligned} A &= \frac{1}{2}\int_{\frac{5\pi}{4}}^{\frac{7\pi}{4}} (5 + 4\sqrt{2}\sin\theta - \cos 2\theta) \, d\theta \\ &= \frac{1}{2}\left[5\theta - 4\sqrt{2}\cos\theta - \frac{\sin 2\theta}{2}\right]_{\frac{5\pi}{4}}^{\frac{7\pi}{4}} \end{aligned}

Evaluating at the limits:

At θ=7π4\theta = \frac{7\pi}{4}: 5θ=35π45\theta = \frac{35\pi}{4},   −42cos⁡θ=−4\;-4\sqrt{2}\cos\theta = -4,   −sin⁡2θ2=12\;-\frac{\sin 2\theta}{2} = \frac{1}{2}

At θ=5π4\theta = \frac{5\pi}{4}: 5θ=25π45\theta = \frac{25\pi}{4},   −42cos⁡θ=4\;-4\sqrt{2}\cos\theta = 4,   −sin⁡2θ2=−12\;-\frac{\sin 2\theta}{2} = -\frac{1}{2}

Substituting:

A=12[35π4−4+12−(25π4+4−12)]=12[10π4−7]=12[5π2−7]=5π−144\begin{aligned} A &= \frac{1}{2}\left[\frac{35\pi}{4} - 4 + \frac{1}{2} - \left(\frac{25\pi}{4} + 4 - \frac{1}{2}\right)\right] \\ &= \frac{1}{2}\left[\frac{10\pi}{4} - 7\right] \\ &= \frac{1}{2}\left[\frac{5\pi}{2} - 7\right] \\ &= \frac{5\pi - 14}{4} \end{aligned}

Therefore, the area of the region is 5π−144\frac{5\pi - 14}{4} square units.