1. What polar coordinates are
A point in the plane is described by (r, θ) instead of (x, y).
- r: signed distance from the origin (the pole). r can be negative.
- θ: angle from the positive x-axis, usually in radians. Counterclockwise is positive.
The same point has infinitely many polar names: (r, θ) = (r, θ + 2πk) = (−r, θ + π).
2. Conversion with Cartesian
Polar to Cartesian
x = r * cos(θ)y = r * sin(θ)
Cartesian to Polar
r = sqrt(x^2 + y^2)θ = atan2(y, x) (gives correct quadrant)
Interactive converter
3. Plotting points and the meaning of negative r
To plot (r, θ): rotate θ from the x-axis, then move |r| along that ray. If r is negative, move in the opposite direction.
Example: (3, π/4) is in first quadrant. (−3, π/4) is the same as (3, 5π/4), in third quadrant.
4. Classic polar curves
| Name | Equation | Shape notes |
|---|---|---|
| Circle centered at pole | r = a | radius |a| |
| Circle off-center | r = 2a cos θ | center (a,0), radius a |
| Line through pole | θ = α | straight line at angle α |
| Cardioid | r = a(1 ± cos θ) or a(1 ± sin θ) | heart shape, cusp at pole |
| Limaçon | r = a ± b cos θ | inner loop if a < b, dimple if a ≈ b |
| Rose | r = a cos(kθ) or a sin(kθ) | k petals if k odd, 2k if k even |
| Archimedean spiral | r = aθ | constant spacing between turns |
| Lemniscate | r^2 = a^2 cos 2θ | figure-eight, two lobes |
Interactive polar plotter
5. Symmetry tests
- About x-axis: replace θ with −θ. If r unchanged, symmetric.
- About y-axis: replace θ with π − θ.
- About pole: replace r with −r, or θ with θ + π.
Example: r = a cos θ is symmetric about x-axis because cos(−θ)=cos θ.
6. Calculus in polar
Area
Area swept from θ = α to β: A = (1/2) ∫_{α}^{β} r(θ)^2 dθ
For a full rose r = a cos(kθ), compute over one petal then multiply.
Arc length
L = ∫_{α}^{β} sqrt(r^2 + (dr/dθ)^2) dθ
Slope
Parametric form x = r cosθ, y = r sinθ gives dy/dx = (r' sinθ + r cosθ)/(r' cosθ − r sinθ)
Tangent at pole
Find θ where r=0. The line θ = constant is tangent.
7. Polar and complex numbers
Euler's formula: e^{iθ} = cosθ + i sinθ. A complex number becomes z = r e^{iθ} = r(cosθ + i sinθ).
Multiplication adds angles and multiplies radii: r1 e^{iθ1} * r2 e^{iθ2} = r1 r2 e^{i(θ1+θ2)}. This is why polar form is natural for rotations and phasors.
8. Why polar matters
- Physics: central forces, orbits, angular momentum.
- Engineering: antenna radiation patterns, polar plots of frequency response.
- Navigation: bearing and range.
- Mathematics: integrals with circular symmetry are simpler in polar.
9. GNU Octave lab
Octave has polarplot (modern) and polar (legacy), plus pol2cart and cart2pol.
% Basic conversion
theta = pi/4; r = 5;
[x, y] = pol2cart(theta, r) % x=3.5355 y=3.5355
[r2, th2] = cart2pol(3, 4) % r=5 th=0.9273
% Plot a cardioid
theta = linspace(0, 2*pi, 1000);
r = 2*(1 + cos(theta));
polarplot(theta, r); title('Cardioid r = 2(1+cos θ)');
% Rose with 5 petals
figure; k=5; a=3;
r = a*cos(k*theta);
polarplot(theta, r); title('Rose r = 3 cos 5θ');
% Limaçon with inner loop
figure; a=1; b=2;
r = a + b*cos(theta);
polarplot(theta, r); title('Limaçon r = 1 + 2 cos θ');
% Archimedean spiral
figure; a=0.2;
theta = linspace(0, 4*pi, 2000);
r = a*theta;
polarplot(theta, r); title('Spiral r = 0.2 θ');
% Lemniscate r^2 = a^2 cos 2θ
figure; a=2;
theta = linspace(0, 2*pi, 2000);
r = a*sqrt(max(0, cos(2*theta))); % plot positive branch
polarplot(theta, r); hold on;
polarplot(theta, -r); % negative branch
title('Lemniscate r^2 = 4 cos 2θ');
% Area of cardioid r = 2(1+cos θ)
rfunc = @(t) 2*(1+cos(t));
area = 0.5 * integral(@(t) rfunc(t).^2, 0, 2*pi) % = 6*pi
% Arc length of circle r = 3
L = integral(@(t) sqrt(3^2 + 0), 0, 2*pi) % = 6*pi
% Complex numbers in polar
z = 5 * exp(1i*pi/3);
abs(z), angle(z) % r and θ
Octave tips
- Use
atan2(y,x)notatan(y/x)for correct quadrant. - For filled area, use
fillafter converting to Cartesian. polarplotaccepts degrees if you setthetalim, but radians are default.
10. Practice problems
- Convert (−2, 3π/4) to Cartesian. Then convert (x,y)=(−1,−1) back to polar with r>0, θ in [0,2π).
- Sketch r = 1 − sin θ. Identify symmetry and find area of one loop.
- Show that r = 3 cos θ is a circle. Find its center and radius in Cartesian form.
- In Octave, plot r = 2 + 3 sin(2θ) and compute its area numerically.
- Find the slope dy/dx for r = e^{θ} at θ = π/2.