Del operator with coordinate transformations

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SUMMARY

The del operator in cylindrical coordinates is expressed as \nabla=\vec{i}_{r}\frac{\partial}{\partial{r}}+\vec{i}_{\theta}\frac{\partial}{r\partial\theta}+ \vec{i}_{z}\frac{\partial}{\partial{z}}. This formulation is derived using the chain rule to transform from Cartesian coordinates to cylindrical coordinates, where the length elements are dz, rdθ, and dr. The transformation involves understanding the relationships between the basis vectors in both coordinate systems, specifically how to switch between the Cartesian basis (\vec{i}, \vec{j}, \vec{k}) and the cylindrical basis (\vec{i}_{r}, \vec{i}_{\theta}). Mastery of these concepts is essential for applying the del operator in fluid dynamics and other fields requiring coordinate transformations.

PREREQUISITES
  • Understanding of the del operator and its applications in vector calculus.
  • Familiarity with cylindrical coordinates and their geometric interpretation.
  • Proficiency in using the chain rule for partial derivatives.
  • Knowledge of vector basis transformations between Cartesian and cylindrical coordinates.
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  • Study the derivation of the del operator in spherical coordinates.
  • Learn about the application of the del operator in fluid dynamics problems.
  • Explore vector calculus identities involving the del operator.
  • Investigate advanced coordinate transformations and their implications in physics.
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Mathematicians, physicists, and engineers working with fluid dynamics, particularly those needing to apply the del operator in non-Cartesian coordinate systems.

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How can you express the del operator after a change of variables? For example, if I want to use cylindrical coordinates for a fluids problem, what is the del operator in terms of the new coordinates?

And how do you derive it for any other arbitrary coordinate transforms?
 
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1. A (3-D) set of coordinates can be said to specify three types of basic surfaces, each associated with holding one of the variables constant.
For example, for cylindrical coordinates, z=constant are planes parallell to the xy-plane, theta=constant are half-planes (ending in the line x=y=0) , whereas r=constant specifies a cylindrical shell.

2. To each of these surfaces, there will be, at every point, an associated normal vector, and the proper length element associated with a(n infinitesemal) change in a particular variable.
For the cylindrical coordinates, those length elements are:
dz, rd\theta, dr

dz is the length element by changing from one z=constant plane to the "next", rdtheta the arc length you traverse between two half-planes each specified by a constant theta, and dr moving from one cylindrical shell to the next.

3. For an arbitrary coordinate system, our del-operator will look like:
\nabla=\vec{i}_{1}\frac{\partial}{\partial{l}_{1}}+\vec{i}_{2}\frac{\partial}{\partial{l}_{2}}+ \vec{i}_{3}\frac{\partial}{\partial{l}_{3}}
where the vectors are the normal vectors, whereas \partial{l}_{1} denotes the associated length element.
Thus, for cylindrical coordinates, we have:
\nabla=\vec{i}_{r}\frac{\partial}{\partial{r}}+\vec{i}_{\theta}\frac{\partial}{r\partial\theta}+ \vec{i}_{z}\frac{\partial}{\partial{z}}

4. When using the del operator, it will often be necessary to remember that in non-Cartesian coordinate systems, the normal vectors will be non-constant functions of the variables themselves.
 
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Curl said:
How can you express the del operator after a change of variables? For example, if I want to use cylindrical coordinates for a fluids problem, what is the del operator in terms of the new coordinates?

And how do you derive it for any other arbitrary coordinate transforms?

Use the chain rule. Given a function f(x,y,z), the "del" or "grad" is
\frac{\partial f}{\partial x}\vec{i}+ \frac{\partial f}{\partial y}\vec{j}+ \frac{\partial f}{\partial z}\vec{k}
in Cartesian coordinates.

In cylindrical coordinates,
\frac{\partial f}{\partial x}= \frac{\partial f}{\partial r}\frac{\partial r}\frac{\partial r}{\partial x}+ \frac{\partial f}{\partial \theta}\frac{\partial \theta}{\partial x}+ \frac{\partial f}{\partial z}\frac{\partial z}{\partial x}

r= \sqrt{x^2+ y^2}= (x^2+ y^2)^{1/2} so \frac{\partial r}{\partial x}= (1/2)(x^2+ y^2)^{-1/2}(2x)= \frac{x}{\sqrt{x^2+ y^2}}= \frac{r cos(\theta)}{r}= cos(\theta)
\theta= arctan(\frac{y}{x}) so \frac{\partial \theta}{\partial x}= \frac{1}{1+ \frac{y^2}{x^2}}\frac{-y}{x^2}= \frac{-y}{x^2+ y^2}= \frac{-r sin(\theta)}{r^2}= -\frac{1}{r}sin(\theta).
Of course, since x, y, and z are independent variables, of course \frac{\partial z}{\partial x}= 0.

So \frac{\partial f}{\partial x}= cos(\theta)\frac{\partial f}{\partial r}- \frac{1}{r}sin(\theta)\frac{\partial f}{\partial \theta}
and similarly for \frac{\partial f}{\partial y}. \frac{\partial f}{\partial z} is the same in cylidrical coordinates.

Here, I have left the vector in the \vec{i}, \vec{j}, and \vec{k} basis. Arildno put them in terms of vectors in the "r" and "\theta" directions.
 
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HallsofIvy has given you a detailed derivation of a specific case of transformation.

In order to prove the general result (i.e, what I gave you without any proof), it would be necessary to make a generalization out of HallsofIvy's proof for the special case.
 
Okay, so you transform from F(x,y,z) to f(r,θ,z), and grad f is simply i ∂f/∂x + j ∂f/∂y + k ∂f/∂z, using chain rule to compute the partial derivatives?

Here, I have left the vector in the \vec{i}, \vec{j}, and \vec{k} basis. Arildno put them in terms of vectors in the "r" and "\theta" directions.

I'm not following this part. How do you switch between the two bases?
 
Curl said:
Okay, so you transform from F(x,y,z) to f(r,θ,z), and grad f is simply i ∂f/∂x + j ∂f/∂y + k ∂f/∂z, using chain rule to compute the partial derivatives?
Correct.
I'm not following this part. How do you switch between the two bases?
We have:
\vec{i}_{r}=\cos\theta\vec{i}+\sin\theta\vec{j},\vec{i}_{\theta}=-\sin\theta\vec{i}+\cos\theta\vec{j}

Inverting this, we get the useful relations:
\vec{i}=\cos\theta\vec{i}_{r}-\sin\theta\vec{i}_{\theta}
\vec{j}=\sin\theta\vec{i}_{r}+\cos\theta\vec{i}_{\theta}
 
arildno said:
Correct.

We have:
\vec{i}_{r}=\cos\theta\vec{i}+\sin\theta\vec{j},\vec{i}_{\theta}=-\sin\theta\vec{i}+\cos\theta\vec{j}

Inverting this, we get the useful relations:
\vec{i}=\cos\theta\vec{i}_{r}-\sin\theta\vec{i}_{\theta}
\vec{j}=\sin\theta\vec{i}_{r}+\cos\theta\vec{i}_{\theta}

In accordance with HallsofIvy's post, we therefore get:
\frac{\partial{F}}{\partial{x}}\vec{i}+\frac{\partial{F}}{\partial{y}}\vec{j}=(\frac{\partial{f}}{\partial{r}}\frac{\partial{r}}{\partial{x}}+\frac{\partial{f}}{\partial\theta}\frac{\partial\theta}{\partial{x}})(\cos\theta\vec{i}_{r}-\sin\theta\vec{i}_{\theta})+(\frac{\partial{f}}{\partial{r}}\frac{\partial{r}}{\partial{y}}+\frac{\partial{f}}{\partial\theta}\frac{\partial\theta}{\partial{y}})(\sin\theta\vec{i}_{r}+\cos\theta\vec{i}_{\theta})
Substituting, we get:
=(\frac{\partial{f}}{\partial{r}}\cos\theta-\frac{\partial{f}}{\partial\theta}\frac{\sin\theta}{r})(\cos\theta\vec{i}_{r}-\sin\theta\vec{i}_{\theta})+(\frac{\partial{f}}{\partial{r}}\sin\theta+\frac{\partial{f}}{\partial\theta}\frac{\cos\theta}{r})(\sin\theta\vec{i}_{r}+\cos\theta\vec{i}_{\theta})
Simplify and rearrange that expression to get the planar components of the gradient in cylindrical co-ordinates (the vertical component is, of course, unchanged).
 
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Thanks a lot to both of you.

What I was confused about is switching bases in the general case. In cylindrical coordinates its easier to see it geometrically, but in the general case its not always obvious; so I was wondering if there is a technique for solving the problem with other transforms. Maybe its too difficult and I should stick to simpler problems, I don't know.
 

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