Lesson 2 · 30 min

Position in Polar and Cylindrical Coordinates

Before you can find a velocity or an acceleration you need the position. In polar coordinates it is a distance \(\colR{r}\) from a fixed point and an angle \(\colT{\theta}\); in space, add a height \(\colZ{z}\). A moving particle is then three functions of time.

Learning objectives

Polar coordinates in a plane

Choose a fixed point \(O\), the origin (or pole), and a fixed reference line through it, usually the \(+x\) axis. A point \(P\) in the plane is then located by two numbers:

\(r\): the radial coordinate

The distance from \(O\) to \(P\), in meters. It is never negative.

\(\theta\): the angular coordinate

The angle from the reference line to the line \(OP\), positive counter-clockwise, in radians.

Figure 2.1 Drag \(P\), or set \(\colR{r}\) and \(\colT{\theta}\) with the sliders. The orange segment is \(r\) and the violet arc is \(\theta\). The gray leg along the \(x\)-axis is \(x\) and the dashed olive leg is \(y\). Visit all four quadrants: the signs of \(x\) and \(y\) change, while \(r\) stays positive. While you drag, \(P\) snaps to steps of \(0.5\) in \(r\) and \(15^\circ\) in \(\theta\); turn off Snap to move freely.

The right triangle in Figure 2.1 gives the conversions. They hold in every quadrant, because \(\cos\theta\) and \(\sin\theta\) carry the signs of \(x\) and \(y\):

Polar ↔ rectangular

\[ x = r\cos\theta, \qquad y = r\sin\theta \] \[ r = \sqrt{x^2 + y^2}, \qquad \theta = \atantwo(y, x) \]

Example 2.1 — Radar to map coordinates

A radar at \(O\) detects an aircraft at a horizontal range \(r = 8\ \text{km}\), at \(\theta = 135^\circ\) from the \(x\)-axis (east), measured counter-clockwise. Find its \(x\) and \(y\) coordinates.

Show solution
\[ \begin{aligned} x &= r\cos\theta = 8\cos 135^\circ = -4\sqrt{2} \approx -5.657\ \text{km} \\ y &= r\sin\theta = 8\sin 135^\circ = 4\sqrt{2} \approx 5.657\ \text{km} \end{aligned} \]

The aircraft is northwest of the radar: \(x \lt 0\) and \(y \gt 0\), as expected for an angle between \(90^\circ\) and \(180^\circ\).

Example 2.2 — Rectangular to polar, in quadrant III

A particle is at \((x, y) = (-3, -4)\ \text{m}\). Find \(r\) and \(\theta\).

Show solution
\[ r = \sqrt{(-3)^2 + (-4)^2} = 5\ \text{m} \]

A calculator gives \(\tan^{-1}\!\big((-4)/(-3)\big) = \tan^{-1}(1.333) = 53.13^\circ\), which points into quadrant I. The particle is in quadrant III (both coordinates negative), so add \(180^\circ\):

\[ \theta = 53.13^\circ + 180^\circ = 233.13^\circ \approx 4.069\ \text{rad} \]

\(\atantwo(-4, -3)\) gives \(-126.87^\circ\), the same direction measured clockwise; add \(360^\circ\) to get \(233.13^\circ\).

Adding the height: cylindrical coordinates

For motion in space, make the origin's reference line part of a right-handed \(x\), \(y\), \(z\) frame and add the height:

\(r\)

Distance from the \(z\)-axis (not from \(O\)), measured horizontally.

\(\theta\)

Angle around the \(z\)-axis from the \(+x\) axis, counter-clockwise as seen from above (\(+z\)).

\(z\)

Height along the axis, the same \(z\) as in rectangular coordinates.

So \(x = r\cos\theta\), \(y = r\sin\theta\) and \(z = z\). The point \(P'\) directly below \(P\) on the floor \(z = 0\) has the polar coordinates \((r, \theta)\) of \(P\).

Figure 2.2 Move the sliders. \(r\) is the orange segment in the floor plane, \(\theta\) the violet arc from the \(+x\) axis, and \(z\) the blue rise from \(P'\) to \(P\). Turn on Position vector to see \(\rvec\) from \(O\) to \(P\) as the sum of a horizontal part \(r\,\er\) and a vertical part \(z\,\ez\). Drag the view to rotate it.

The position vector

Define the radial unit vector \(\er\) at \(P\): the horizontal unit vector pointing from the \(z\)-axis toward \(P\). Then the vector from \(O\) to \(P\) is a horizontal step of length \(r\) along \(\er\) followed by a vertical step \(z\) along \(\ez\):

Position vector

\[ \rvec_P = r\,\colR{\er} + z\,\colZ{\ez} \qquad \text{(in a plane: } \rvec_P = r\,\er\text{)} \]

Its magnitude is the distance from \(O\): \(|\rvec_P| = \sqrt{r^2 + z^2}\).

There is no \(\theta\) term: the angle is hidden in the direction of \(\er\), which depends on \(\theta\). That is the source of every new term in the velocity and acceleration. When the particle moves round, \(\er\) turns, and Lesson 3 shows how fast.

A moving particle: \(r(t)\), \(\theta(t)\), \(z(t)\)

A motion is described by giving the three coordinates as functions of time. Often each one comes straight from a part of the machine: the arm angle \(\theta(t)\) from the motor, the extension \(r(t)\) from a slider or a cord, the height \(z(t)\) from a lift. To find where the particle is at a given instant, evaluate the three functions and, if needed, convert to \(x\), \(y\), \(z\).

Figure 2.3 Choose a motion and press Play, or drag the time slider. The particle \(P\) moves with the given \(r(t)\) and \(\theta(t)\), seen from above; the orange segment is \(r\) and the violet arc is \(\theta\) (shown between 0 and \(360^\circ\)). The live values list \(r\), \(\theta\) and the rectangular position \((x, y)\). Velocity and acceleration arrows are switched off until Lesson 4.

Example 2.3 — Where is the gripper?

The gripper of a cylindrical robot moves with \(r = (0.5 + 0.5t)\ \text{m}\), \(\theta = 2t\ \text{rad}\) and \(z = (1.5 + 0.3t)\ \text{m}\), where \(t\) is in seconds. Find its cylindrical and rectangular coordinates at \(t = 1\ \text{s}\) and at \(t = 3\ \text{s}\).

Show solution

At \(t = 1\ \text{s}\): \(r = 1\ \text{m}\), \(\theta = 2\ \text{rad}\ (114.6^\circ)\), \(z = 1.8\ \text{m}\). Then

\[ \begin{aligned} x &= 1\cos 2 \approx -0.4161\ \text{m} \\ y &= 1\sin 2 \approx 0.9093\ \text{m} \end{aligned} \]

At \(t = 3\ \text{s}\): \(r = 2\ \text{m}\), \(\theta = 6\ \text{rad}\ (343.8^\circ)\), \(z = 2.4\ \text{m}\). Then

\[ \begin{aligned} x &= 2\cos 6 \approx 1.920\ \text{m} \\ y &= 2\sin 6 \approx -0.5588\ \text{m} \end{aligned} \]

Between the two instants the arm has turned through \(4\ \text{rad}\), about \(229^\circ\). Set your calculator to radians: \(\cos 2\) in degree mode gives \(0.9994\), which is wrong here.

Check your understanding

Key takeaways