In this section you will:
The planets move through space in elliptical, periodic orbits about the sun, as shown in [link]. They are in constant motion, so fixing an exact position of any planet is valid only for a moment. In other words, we can fix only a planet’s instantaneous position. This is one application of polar coordinates, represented as
We interpret
as the distance from the sun and
as the planet’s angular bearing, or its direction from a fixed point on the sun. In this section, we will focus on the polar system and the graphs that are generated directly from polar coordinates.
Just as a rectangular equation such as
describes the relationship between
and
on a Cartesian grid, a polar equation describes a relationship between
and
on a polar grid. Recall that the coordinate pair
indicates that we move counterclockwise from the polar axis (positive x-axis) by an angle of
and extend a ray from the pole (origin)
units in the direction of
All points that satisfy the polar equation are on the graph.
Symmetry is a property that helps us recognize and plot the graph of any equation. If an equation has a graph that is symmetric with respect to an axis, it means that if we folded the graph in half over that axis, the portion of the graph on one side would coincide with the portion on the other side. By performing three tests, we will see how to apply the properties of symmetry to polar equations. Further, we will use symmetry (in addition to plotting key points, zeros, and maximums of
to determine the graph of a polar equation.
In the first test, we consider symmetry with respect to the line
(y-axis). We replace
with
to determine if the new equation is equivalent to the original equation. For example, suppose we are given the equation
This equation exhibits symmetry with respect to the line
In the second test, we consider symmetry with respect to the polar axis (
-axis). We replace
with
or
to determine equivalency between the tested equation and the original. For example, suppose we are given the equation
The graph of this equation exhibits symmetry with respect to the polar axis.
In the third test, we consider symmetry with respect to the pole (origin). We replace
with
to determine if the tested equation is equivalent to the original equation. For example, suppose we are given the equation
The equation has failed the symmetry test, but that does not mean that it is not symmetric with respect to the pole. Passing one or more of the symmetry tests verifies that symmetry will be exhibited in a graph. However, failing the symmetry tests does not necessarily indicate that a graph will not be symmetric about the line
the polar axis, or the pole. In these instances, we can confirm that symmetry exists by plotting reflecting points across the apparent axis of symmetry or the pole. Testing for symmetry is a technique that simplifies the graphing of polar equations, but its application is not perfect.
A polar equation describes a curve on the polar grid. The graph of a polar equation can be evaluated for three types of symmetry, as shown in [link].
Given a polar equation, test for symmetry.
for
symmetry;
for polar axis symmetry; and
for symmetry with respect to the pole.
Test the equation
for symmetry.
Test for each of the three types of symmetry.
1) Replacing |
with
yields the same result. Thus, the graph is symmetric with respect to the line
2) Replacing |
with
does not yield the same equation. Therefore, the graph fails the test and may or may not be symmetric with respect to the polar axis. |
3) Replacing |
with
changes the equation and fails the test. The graph may or may not be symmetric with respect to the pole. |
Using a graphing calculator, we can see that the equation
is a circle centered at
with radius
and is indeed symmetric to the line
We can also see that the graph is not symmetric with the polar axis or the pole. See [link].
Test the equation for symmetry:
The equation fails the symmetry test with respect to the line
and with respect to the pole. It passes the polar axis symmetry test.
To graph in the rectangular coordinate system we construct a table of
and
values. To graph in the polar coordinate system we construct a table of
and
values. We enter values of
into a polar equation and calculate
However, using the properties of symmetry and finding key values of
and
means fewer calculations will be needed.
To find the zeros of a polar equation, we solve for the values of
that result in
Recall that, to find the zeros of polynomial functions, we set the equation equal to zero and then solve for
We use the same process for polar equations. Set
and solve for
For many of the forms we will encounter, the maximum value of a polar equation is found by substituting those values of
into the equation that result in the maximum value of the trigonometric functions. Consider
the maximum distance between the curve and the pole is 5 units. The maximum value of the cosine function is 1 when
so our polar equation is
and the value
will yield the maximum
Similarly, the maximum value of the sine function is 1 when
and if our polar equation is
the value
will yield the maximum
We may find additional information by calculating values of
when
These points would be polar axis intercepts, which may be helpful in drawing the graph and identifying the curve of a polar equation.
Using the equation in [link], find the zeros and maximum
and, if necessary, the polar axis intercepts of
To find the zeros, set
equal to zero and solve for
Substitute any one of the
values into the equation. We will use
The points
and
are the zeros of the equation. They all coincide, so only one point is visible on the graph. This point is also the only polar axis intercept.
To find the maximum value of the equation, look at the maximum value of the trigonometric function
which occurs when
resulting in
Substitute
for
Without converting to Cartesian coordinates, test the given equation for symmetry and find the zeros and maximum values of
Tests will reveal symmetry about the polar axis. The zero is
and the maximum value is
Now we have seen the equation of a circle in the polar coordinate system. In the last two examples, the same equation was used to illustrate the properties of symmetry and demonstrate how to find the zeros, maximum values, and plotted points that produced the graphs. However, the circle is only one of many shapes in the set of polar curves.
There are five classic polar curves: cardioids, limaҫons, lemniscates, rose curves, and Archimedes’ spirals. We will briefly touch on the polar formulas for the circle before moving on to the classic curves and their variations.
Some of the formulas that produce the graph of a circle in polar coordinates are given by
and
where
is the diameter of the circle or the distance from the pole to the farthest point on the circumference. The radius is
or one-half the diameter. For
the center is
For
the center is
[link] shows the graphs of these four circles.
Sketch the graph of
First, testing the equation for symmetry, we find that the graph is symmetric about the polar axis. Next, we find the zeros and maximum
for
First, set
and solve for
. Thus, a zero occurs at
A key point to plot is
To find the maximum value of
note that the maximum value of the cosine function is 1 when
Substitute
into the equation:
The maximum value of the equation is 4. A key point to plot is
As
is symmetric with respect to the polar axis, we only need to calculate r-values for
over the interval
Points in the upper quadrant can then be reflected to the lower quadrant. Make a table of values similar to [link]. The graph is shown in [link].
|
</math></strong> | 0 |
| |
</math></strong> | 4 | 3.46 | 2.83 | 2 | 0 | −2 | −2.83 | −3.46 | 4 |
While translating from polar coordinates to Cartesian coordinates may seem simpler in some instances, graphing the classic curves is actually less complicated in the polar system. The next curve is called a cardioid, as it resembles a heart. This shape is often included with the family of curves called limaçons, but here we will discuss the cardioid on its own.
The formulas that produce the graphs of a cardioid are given by
and
where
and
The cardioid graph passes through the pole, as we can see in [link].
Given the polar equation of a cardioid, sketch its graph.
and
Sketch the graph of
First, testing the equation for symmetry, we find that the graph of this equation will be symmetric about the polar axis. Next, we find the zeros and maximums. Setting
we have
The zero of the equation is located at
The graph passes through this point.
The maximum value of
occurs when
is a maximum, which is when
or when
Substitute
into the equation, and solve for
The point
is the maximum value on the graph.
We found that the polar equation is symmetric with respect to the polar axis, but as it extends to all four quadrants, we need to plot values over the interval
The upper portion of the graph is then reflected over the polar axis. Next, we make a table of values, as in [link], and then we plot the points and draw the graph. See [link].
4 | 3.41 | 2 | 1 | 0 |
The word limaçon is Old French for “snail,” a name that describes the shape of the graph. As mentioned earlier, the cardioid is a member of the limaçon family, and we can see the similarities in the graphs. The other images in this category include the one-loop limaçon and the two-loop (or inner-loop) limaçon. One-loop limaçons are sometimes referred to as dimpled limaçons when
and convex limaçons when
The formulas that produce the graph of a dimpled one-loop limaçon are given by
and
where
All four graphs are shown in [link].
Given a polar equation for a one-loop limaçon, sketch the graph.
Graph the equation
First, testing the equation for symmetry, we find that it fails all three symmetry tests, meaning that the graph may or may not exhibit symmetry, so we cannot use the symmetry to help us graph it. However, this equation has a graph that clearly displays symmetry with respect to the line
yet it fails all the three symmetry tests. A graphing calculator will immediately illustrate the graph’s reflective quality.
Next, we find the zeros and maximum, and plot the reflecting points to verify any symmetry. Setting
results in
being undefined. What does this mean? How could
be undefined? The angle
is undefined for any value of
Therefore,
is undefined because there is no value of
for which
Consequently, the graph does not pass through the pole. Perhaps the graph does cross the polar axis, but not at the pole. We can investigate other intercepts by calculating
when
So, there is at least one polar axis intercept at
Next, as the maximum value of the sine function is 1 when
we will substitute
into the equation and solve for
Thus,
Make a table of the coordinates similar to [link].
|
</math></strong> |
| |
</math></strong> | 4 | 2.5 | 1.4 | 1 | 1.4 | 2.5 | 4 | 5.5 | 6.6 | 7 | 6.6 | 5.5 | 4 |
The graph is shown in [link].
This is an example of a curve for which making a table of values is critical to producing an accurate graph. The symmetry tests fail; the zero is undefined. While it may be apparent that an equation involving
is likely symmetric with respect to the line
evaluating more points helps to verify that the graph is correct.
Sketch the graph of
Another type of limaçon, the inner-loop limaçon, is named for the loop formed inside the general limaçon shape. It was discovered by the German artist Albrecht Dürer(1471-1528), who revealed a method for drawing the inner-loop limaçon in his 1525 book Underweysung der Messing. A century later, the father of mathematician Blaise Pascal, Étienne Pascal(1588-1651), rediscovered it.
The formulas that generate the inner-loop limaçons are given by
and
where
and
The graph of the inner-loop limaçon passes through the pole twice: once for the outer loop, and once for the inner loop. See [link] for the graphs.
Sketch the graph of
Testing for symmetry, we find that the graph of the equation is symmetric about the polar axis. Next, finding the zeros reveals that when
The maximum
is found when
or when
Thus, the maximum is found at the point (7, 0).
Even though we have found symmetry, the zero, and the maximum, plotting more points will help to define the shape, and then a pattern will emerge.
See [link].
|
</math></strong> |
| |
</math> </strong> | 7 | 6.3 | 4.5 | 2 | −0.5 | −2.3 | −3 | −2.3 | −0.5 | 2 | 4.5 | 6.3 | 7 |
As expected, the values begin to repeat after
The graph is shown in [link].
The lemniscate is a polar curve resembling the infinity symbol
or a figure 8. Centered at the pole, a lemniscate is symmetrical by definition.
The formulas that generate the graph of a lemniscate are given by
and
where
The formula
is symmetric with respect to the pole. The formula
is symmetric with respect to the pole, the line
and the polar axis. See [link] for the graphs.
Sketch the graph of
The equation exhibits symmetry with respect to the line
the polar axis, and the pole.
Let’s find the zeros. It should be routine by now, but we will approach this equation a little differently by making the substitution
So, the point
is a zero of the equation.
Now let’s find the maximum value. Since the maximum of
when
the maximum
when
Thus,
We have a maximum at (2, 0). Since this graph is symmetric with respect to the pole, the line
and the polar axis, we only need to plot points in the first quadrant.
Make a table similar to [link].
|
</math></strong> | 0 |
| |
</math></strong> | 2 |
0 |
0 |
Plot the points on the graph, such as the one shown in [link].
Making a substitution such as
is a common practice in mathematics because it can make calculations simpler. However, we must not forget to replace the substitution term with the original term at the end, and then solve for the unknown.
Some of the points on this graph may not show up using the Trace function on the TI-84 graphing calculator, and the calculator table may show an error for these same points of
This is because there are no real square roots for these values of
In other words, the corresponding r-values of
are complex numbers because there is a negative number under the radical.
The next type of polar equation produces a petal-like shape called a rose curve. Although the graphs look complex, a simple polar equation generates the pattern.
The formulas that generate the graph of a rose curve are given by
and
where
If
is even, the curve has
petals. If
is odd, the curve has
petals. See [link].
Sketch the graph of
Testing for symmetry, we find again that the symmetry tests do not tell the whole story. The graph is not only symmetric with respect to the polar axis, but also with respect to the line
and the pole.
Now we will find the zeros. First make the substitution
The zero is
The point
is on the curve.
Next, we find the maximum
We know that the maximum value of
when
Thus,
The point
is on the curve.
The graph of the rose curve has unique properties, which are revealed in [link].
|
</math></strong> | 0 |
| |
</math></strong> | 2 | 0 | −2 | 0 | 2 | 0 | −2 |
As
when
it makes sense to divide values in the table by
units. A definite pattern emerges. Look at the range of r-values: 2, 0, −2, 0, 2, 0, −2, and so on. This represents the development of the curve one petal at a time. Starting at
each petal extends out a distance of
and then turns back to zero
times for a total of eight petals. See the graph in [link].
When these curves are drawn, it is best to plot the points in order, as in the [link]. This allows us to see how the graph hits a maximum (the tip of a petal), loops back crossing the pole, hits the opposite maximum, and loops back to the pole. The action is continuous until all the petals are drawn.
Sketch the graph of
The graph is a rose curve,
even * * *
Sketch the graph of
The graph of the equation shows symmetry with respect to the line
Next, find the zeros and maximum. We will want to make the substitution
The maximum value is calculated at the angle where
is a maximum. Therefore,
Thus, the maximum value of the polar equation is 2. This is the length of each petal. As the curve for
odd yields the same number of petals as
there will be five petals on the graph. See [link].
Create a table of values similar to [link].
|
</math></strong> | 0 |
| |
</math></strong> | 0 | 1 | −1.73 | 2 | −1.73 | 1 | 0 |
Sketch the graph of
Rose curve,
odd
The final polar equation we will discuss is the Archimedes’ spiral, named for its discoverer, the Greek mathematician Archimedes (c. 287 BCE-c. 212 BCE), who is credited with numerous discoveries in the fields of geometry and mechanics.
The formula that generates the graph of the Archimedes’ spiral is given by
for
As
increases,
increases at a constant rate in an ever-widening, never-ending, spiraling path. See [link].
**Given an Archimedes’ spiral over
sketch the graph.**
and
over the given domain.
Sketch the graph of
over
As
is equal to
the plot of the Archimedes’ spiral begins at the pole at the point (0, 0). While the graph hints of symmetry, there is no formal symmetry with regard to passing the symmetry tests. Further, there is no maximum value, unless the domain is restricted.
Create a table such as [link].
|
</math></strong> |
| |
</math></strong> | 0.785 | 1.57 | 3.14 | 4.71 | 5.50 | 6.28 |
Notice that the r-values are just the decimal form of the angle measured in radians. We can see them on a graph in [link].
The domain of this polar curve is
In general, however, the domain of this function is
Graphing the equation of the Archimedes’ spiral is rather simple, although the image makes it seem like it would be complex.
Sketch the graph of
over the interval
We have explored a number of seemingly complex polar curves in this section. [link] and [link] summarize the graphs and equations for each of these curves.
Access these online resources for additional instruction and practice with graphs of polar coordinates.
the polar axis, or the pole.
and
that leads to the maximum value of the trigonometric expression.
and solving for
See [link].
and
See [link].
and
for
and
See [link].
and
for
See [link].
and
for
and
See [link].
and
where
See [link].
and
where
if
is even, there are
petals, and if
is odd, there are
See [link].
Describe the three types of symmetry in polar graphs, and compare them to the symmetry of the Cartesian plane.
Symmetry with respect to the polar axis is similar to symmetry about the
-axis, symmetry with respect to the pole is similar to symmetry about the origin, and symmetric with respect to the line
is similar to symmetry about the
-axis.
Which of the three types of symmetries for polar graphs correspond to the symmetries with respect to the x-axis, y-axis, and origin?
What are the steps to follow when graphing polar equations?
Test for symmetry; find zeros, intercepts, and maxima; make a table of values. Decide the general type of graph, cardioid, limaçon, lemniscate, etc., then plot points at
and sketch the graph.
Describe the shapes of the graphs of cardioids, limaçons, and lemniscates.
What part of the equation determines the shape of the graph of a polar equation?
The shape of the polar graph is determined by whether or not it includes a sine, a cosine, and constants in the equation.
For the following exercises, test the equation for symmetry.
symmetric with respect to the polar axis
symmetric with respect to the polar axis, symmetric with respect to the line
symmetric with respect to the pole
no symmetry
no symmetry
symmetric with respect to the pole
For the following exercises, graph the polar equation. Identify the name of the shape.
circle * * *
cardioid * * *
cardioid * * *
one-loop/dimpled limaçon
one-loop/dimpled limaçon * * *
inner loop/two-loop limaçon
inner loop/two-loop limaçon
inner loop/two-loop limaçon * * *
lemniscate
lemniscate
rose curve
rose curve
Archimedes’ spiral
Archimedes’ spiral
For the following exercises, use a graphing calculator to sketch the graph of the polar equation.
a cissoid
, a hippopede
For the following exercises, use a graphing utility to graph each pair of polar equations on a domain of
and then explain the differences shown in the graphs.
They are both spirals, but not quite the same.
Both graphs are curves with 2 loops. The equation with a coefficient of
has two loops on the left, the equation with a coefficient of 2 has two loops side by side. Graph these from 0 to
to get a better picture.
On a graphing utility, graph
on
and
Describe the effect of increasing the width of the domain.
When the width of the domain is increased, more petals of the flower are visible.
On a graphing utility, graph and sketch
on
On a graphing utility, graph each polar equation. Explain the similarities and differences you observe in the graphs.
The graphs are three-petal, rose curves. The larger the coefficient, the greater the curve’s distance from the pole.
On a graphing utility, graph each polar equation. Explain the similarities and differences you observe in the graphs.
On a graphing utility, graph each polar equation. Explain the similarities and differences you observe in the graphs.
The graphs are spirals. The smaller the coefficient, the tighter the spiral.
For the following exercises, draw each polar equation on the same set of polar axes, and find the points of intersection.
and at
since
is squared
When multiplied by a constant, the equation appears as
As
the curve continues to widen in a spiral path over the domain.
and
where
and
such that
and
such that
and
where
and
and
such that
and
may be dimpled or convex; does not pass through the pole
and
when
is even there are
petals, and the curve is highly symmetrical; when
is odd there are
petals.
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