Polar Unit Vectors: Defining in Relation to Cartesian System?

In summary: This is also called the Cartesian coordinate system, after René Descartes, the French philosopher who first developed it.
  • #1
saim_
135
1
Can polar co-ordinate system only be defined in a "background" Cartesian co-ordinate system?

What I'm confused about is this: the definition of the polar unit vectors or the polar basis is in terms of the parameter theta. Now, before we go about defining our basis we need to define this theta in reference to some axes. So we already need to have some co-ordinate system defined and only then can we define a polar co-ordinate system w.r.t to this previously defined co-ordinate system. We cannot define it like an independent Cartesian system. Is this correct?
 
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  • #2
hi saim_! :smile:

(have a theta: θ :wink:)

no, to define polar coordinates all we need is an origin, and a line for θ = 0 (and a metric, to measure distances, of course)
 
  • #3
OK, so we need a line to define the co-ordinate system, not an axes. Isn't that weird somehow? We need a line to define this co-ordinate frame? Can you give me an analogous requirement for a Cartesian system?
 
  • #4
It seem to me, to uniquely define either a unique Cartesian coordinate system or a unique polar coordinate system it would take three points and a metric. Two points and a metric would suffice to generate an origin and a line. To distinguish orientation (left or right handed coordinates) a third point seems to be needed.
 
  • #5
I had the concepts of vector space and co-ordinate systems mixed up, especially the difference between co-ordinate axes and unit vectors. Let me know if this is right: to define a Cartesian frame we take two reference lines as axes and define co-ordinates as distance from the two lines (lets restrict to just two-dimensional euclidean space). For polar co-ordinates our "axes" would be the reference line and the angle theta w.r.t to that line. In either case, we will define the unit vectors for the frame as two orthogonal vectors, one in the increasing direction of each axes.

Can someone please recommend some good resource on this topic of polar co-ordinates with the variable unit vectors and treating polar vectors as made up of unit polar vectors with theta-hat and r-hat. Something that gives some physical intuition would be great.
 
  • #6
saim_ said:
I had the concepts of vector space and co-ordinate systems mixed up, especially the difference between co-ordinate axes and unit vectors. Let me know if this is right: to define a Cartesian frame we take two reference lines as axes and define co-ordinates as distance from the two lines (lets restrict to just two-dimensional euclidean space). For polar co-ordinates our "axes" would be the reference line and the angle theta w.r.t to that line. In either case, we will define the unit vectors for the frame as two orthogonal vectors, one in the increasing direction of each axes.

Can someone please recommend some good resource on this topic of polar co-ordinates with the variable unit vectors and treating polar vectors as made up of unit polar vectors with theta-hat and r-hat. Something that gives some physical intuition would be great.

Unit vectors are vectors of unit length (i.e., length 1). Since r is polar co-ordinates fully specifies the length of the vector, a polar unit vector is any vector where r=1.
 
  • #7
I sympathise! It's easy to get confused at first, since the concepts of coordinates and underlying vector space coincide in first example we're exposed to.

Think of the Euclidean plane, as existing independently of coordinates. Euclidean 2-space is (or can be defined/described as) an affine space, which is a mathematical structure consisting of a set of points, [itex]\mathbb{E}^2[/itex], a set of displacement vectors (one representing each possible combination of a direction and a distance in the plane), [itex]\mathbb{V}[/itex], and rules relating points to displacement vectors:

(1) For any pair of points, P and Q, the difference, Q - P = v is a vector pointing in the direction from P to Q, and whose length is the distance between P and Q.

(2) If Q - P = v, then P + v = Q.

Notice that every point of the Euclidean plane is equivalent, in the sense that it has no special point we can call the origin. It has lots of symmetry: we can translate, reflect or rotate it, and it looks exactly the same.

Euclidean 2-space has one other important feature, a function called an inner product, [itex]g : \mathbb{V} \times \mathbb{V} \rightarrow \mathbb{R}[/itex], which means that it takes two vectors from the set [itex]\mathbb{V}[/itex] and outputs a real number. It obeys certain axioms, and gives allows us to define length and angles. It also goes by the names dot product and scalar product. To get this function up and running we need to give it a scale. We can do this by picking a pair of points, P and Q, and defining our unit of distance as the distance between these points:

[tex]d(P,Q) = d(Q,P) = \sqrt{g(Q-P,Q-P)} = \left \| Q-P \right \|,[/tex]

where [itex]d:\mathbb{E}^2 \rightarrow \mathbb{R}[/itex] is the distance function, defined thus for Euclidean space. [itex]\left \| Q-P \right \|[/itex] is called the length or magnitude or norm of the vector Q - P. It doesn't matter what points we chose, as long as they're different from each other; if we want to change to a new unit, we can define it as a multiple of this unit, or, equivalently, with another pair of points.

Now coordinate systems. These are functions from a subset of [itex]\mathbb{E}^2[/itex] (which might be the whole of [itex]\mathbb{E}^2[/itex]) to the real numbers, [itex]\mathbb{R}[/itex]. In two dimensions, we need a coordinate function, [itex]\phi[/itex], with two components:

[tex]\phi_1 : \mathbb{E}^2 \rightarrow \mathbb{R}^2,[/tex]

[tex]\phi_2 : \mathbb{E}^2 \rightarrow \mathbb{R}^2.[/tex]

Suppose we've chosen to define a particular Cartesian coordinate system. We pick an arbitrary point to be the origin of our coordinate system. Another point indicates the direction of the x axis, and a third that of the y axis, giving us an orientation, as Phrak described. Now, for any point, P,

[tex]\phi_1 (P) = x,[/tex]

[tex]\phi_2 (P) = y[/tex].

Each component defines certain curves, called coordinate curves, which are just its level curves; that is, subsets of the domain, [itex]\mathbb{E}^2[/itex], for which the output of the component function is a particular constant. In Cartesian coordinates, the coordinate curves of the first component, [itex]\phi_1[/itex], are lines perpendicular to the x axis. The coordinate curves of the second, [itex]\phi_2[/itex], are lines perpendicular to the y axis.

The whole coordinate function maps the Euclidean plane to the set of pairs of real numbers, [itex]\phi : \mathbb{E}^2 \rightarrow \mathbb{R}^2[/itex]. This is true of any coordinate function, not just Cartesian coordinates, but for other systems, we can't necessarily use the range as (the underlying set of) a vector space in the usual way.

For example, we could just as well have started by chosing a polar coordinate system. Then the coordinate function has components

[tex]\psi_1 (P) = r,[/tex]

[tex]\psi_2 (P) = \theta[/tex].

Now the coordinate curves (level curves) of the first component, [itex]\psi_1[/itex] are circles about our arbitrarily chosen origin of radius [itex]r[/itex], and those of [itex]\psi_2[/itex] are rays extending from the origin at angle [itex]\theta[/itex]. The coordinate curves are still happen to cross each other at right angles, as were the Cartesian ones, but we could, in principle, have chosen a coordinate system where they cross at other angles.

*

Now, suppose we have an arbitrary curve in the Euclidean plane, perhaps representing the orbit of a planet. The planet's velocity at any point along this curve is represented by a tangent vector (rather than a displacement vector), which can be visualised as a directed line segment (little arrow) pointing in the direction of motion. Its speed is the magnitude of this vector. Where does this kind of vector live? There's a separate vector space associated with each point, P, of the Euclidean plane, called the tangent space at that point, [itex]T_p[/itex], the space of all possible tangent vectors at that point, i.e. all possible velocities. Just as we're free to chose any coordinates we like for the Euclidean plane itself, so we can chose any coordinates we like for the tangent spaces. The coordinates of a vector are its components, the coefficients by which the basis vectors must be scaled so that their sum equals that vector. So a choice of "coordinates for vectors" is a choice of basis.

One obvious choice is to use the coordinate basis associated with whichever coordinate system is being used on the plane, [itex]\mathbb{E}^2[/itex], itself. That is, let the basis vectors of each tangent space be the tangent vectors ("velocity vectors") of the coordinate curves at that point, i.e. parameterise the curves by arc length, and their tangent vectors are their derivtives with respect to arc length. In Euclidean space with Cartesian coordinates, this gives us an identical, right-handed orthonormal basis for the tangent space at each point.

Another choice of bases is the one you mention where polar coordinates are being used on the Euclidean plane. In this method, the basis for the tangent space at each point is taken to be a unit vector, [itex]\hat{\textbf{r}}[/itex], tangent to the line of constant theta through that point, and a unit vector [itex]\hat{\pmb{\theta}}[/itex] (there should be a hat on that, but it doesn't show up for some reason...), tangent to the circle of constant radius through that point. Because the coordinate curves are at right angles to each other in polar coordinates, the basis vectors are at right angles to each other at each point. The big difference between these and Cartesian coordinate bases is that these orthonormal bases vary from point to point.

In elementary courses and texts, the following three things are often identified: the Euclidean plane itself, a Cartesian coordinate system for the plane, and the tangent spaces at every point of the plane. Only when other coordinate systems are introduced does it become necessary to consider them as distinct concepts. It doesn't help that the word "(reference) frame" sometimes means a coordinate system on the underlying set of points, while "frame" can also mean a field of basis vectors for the tangent spaces. Another variation to watch out for is that some people use the word "Euclidean space" for the affine space of points in [itex]\mathbb{E}^2[/itex], as described above, while others use it for the vector space with vectors in [itex]\mathbb{R}^2[/itex]. It's perfectly possible to develop these ideas taking the set of pairs of real numbers as the underlying set of points on which coordinate systems are defined. In that case, there exists one natural choice of coordinate function: the identity function.

These ideas are developed further in the subject of differential geometry, where the concept of a manifold occurs as a generalisation of Euclidean space.
 
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  • #8
Nicely done, Rasalhague!
 
  • #9
Corrections. (Hmm, I don't seem to be able to edit my post from yesterday.)

(1) I should have added that the output of a distance function, a.k.a. metric, is required to be non-negative.

(2) The codomain of the components of the coordinate function is [itex]\mathbb{R}[/itex], the real numbers, rather than [itex]\mathbb{R}^2[/itex], the set of (ordered) pairs of real numbers. It's the whole coordinate function whose codomain is [itex]\mathbb{R}^2[/itex].

[tex]\phi = (\phi_1, \phi_2) : \mathbb{E}^2 \rightarrow \mathbb{R}^2[/tex]

[tex]\phi_1 : \mathbb{E}^2 \rightarrow \mathbb{R}[/tex]

[tex]\phi_2 : \mathbb{E}^2 \rightarrow \mathbb{R}[/tex]
 
  • #10
@Rasalhague: I was doing polar co-ordinates for my dynamics class and they introduce this weird new changing basis system with zero explanation. So I exhausted the little linear algebra and analysis I know trying to understand it without luck and it further confused all my concepts about co-ordinates and basis vectors. Your explanation really made everything coherent. Thank you so much for the great reply.
 

1. What are polar unit vectors?

Polar unit vectors are unit vectors that represent the direction and magnitude of a vector in polar coordinates. They are defined in relation to the Cartesian coordinate system, with one unit vector in the direction of the x-axis and the other in the direction of the y-axis.

2. How are polar unit vectors defined in relation to the Cartesian system?

Polar unit vectors are defined using the angle and distance from the origin in polar coordinates. The angle, also known as the polar angle, is measured counterclockwise from the positive x-axis. The distance, also known as the radial distance, is the length of the vector from the origin to the point.

3. How are polar unit vectors represented mathematically?

Polar unit vectors are typically represented using the notation α and β, with α representing the unit vector in the direction of the polar angle and β representing the unit vector in the direction perpendicular to the polar angle. They can also be represented using the Cartesian coordinate system as (cos α, sin α) and (-sin α, cos α).

4. What is the relationship between polar unit vectors and Cartesian unit vectors?

Polar unit vectors and Cartesian unit vectors are related by a rotation of the coordinate system. The x-axis in the Cartesian system corresponds to the α unit vector and the y-axis corresponds to the β unit vector. This means that any vector in the Cartesian system can be expressed in terms of polar unit vectors.

5. How are polar unit vectors used in scientific applications?

Polar unit vectors are commonly used in physics and engineering to describe the direction and magnitude of forces, velocities, and other physical quantities. They are also useful in navigation and mapping, as they can accurately represent the direction and distance of an object from a given point.

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