10 Curves in the Plane

10.5 Calculus and Polar Functions

The previous section defined polar coordinates, leading to polar functions. We investigated plotting these functions and solving a fundamental question about their graphs, namely, where do two polar graphs intersect?

We now turn our attention to answering other questions, whose solutions require the use of calculus. A basis for much of what is done in this section is the ability to turn a polar function r=f(θ) into a set of parametric equations. Using the identities x=rcosθ and y=rsinθ, we can create the parametric equations x=f(θ)cosθ, y=f(θ)sinθ and apply the concepts of Section 10.3.

Polar Functions and dydx

We are interested in the lines tangent to a given graph, regardless of whether that graph is produced by rectangular, parametric, or polar equations. In each of these contexts, the slope of the tangent line is dydx. Given r=f(θ), we are generally not concerned with r=f(θ); that describes how fast r changes with respect to θ. Instead, we will use x=f(θ)cosθ, y=f(θ)sinθ to compute dydx.

Using Key Idea 10.3.1 we have

dydx=dydθ/dxdθ.

Each of the two derivatives on the right hand side of the equality requires the use of the Product Rule. We state the important result as a Key Idea.

Key Idea 10.5.1      Finding dydx with Polar Functions

Let r=f(θ) be a polar function. With x=f(θ)cosθ and y=f(θ)sinθ,

dydx=dydθdxdθ=f(θ)sinθ+f(θ)cosθf(θ)cosθ-f(θ)sinθ.
Example 10.5.1 Finding dydx with polar functions.

Consider the limaçon r=1+2sinθ on [0,2π].

  1. 1.

    Find the rectangular equations of the tangent and normal lines to the graph at θ=π/4.

  2. 2.

    Find where the graph has vertical and horizontal tangent lines.

Solution

  1. 1.

    We start by computing dydx. With f(θ)=2cosθ, we have

    dydx =2cosθsinθ+cosθ(1+2sinθ)2cos2θ-sinθ(1+2sinθ)
    =cosθ(4sinθ+1)2(cos2θ-sin2θ)-sinθ.

    When θ=π/4, dydx=-22-1 (this requires a bit of simplification). In rectangular coordinates, the point on the graph at θ=π/4 is (1+2/2,1+2/2). Thus the rectangular equation of the line tangent to the limaçon at θ=π/4 is

    y=(-22-1)(x-(1+2/2))+1+2/2-3.83x+8.24.

    The limaçon and the tangent line are graphed in Figure 10.5.1.

    The normal line has the opposite-reciprocal slope as the tangent line, so its equation is

    y13.83x+1.26.
  2. 2.

    To find the horizontal lines of tangency, we find where dydx=0 (when the denominator does not equal 0); thus we find where the numerator of our equation for dydx is 0.

    cosθ(4sinθ+1)=0cosθ=0or4sinθ+1=0.

    On [0,2π], cosθ=0 when θ=π/2, 3π/2.

    Setting 4sinθ+1=0 gives θ=sin-1(-1/4)-0.2527=-14.48. We want the results in [0,2π]; we also recognize there are two solutions, one in the 3rd quadrant and one in the 4th. Using reference angles, we have our two solutions as θ=3.39 and 6.03 radians. The four points we obtained where the limaçon has a horizontal tangent line are given in Figure 10.5.1 with black-filled dots.

    To find the vertical lines of tangency, we determine where dydx is undefined by setting the denominator of dydx=0 (when the numerator does not equal 0).

    2(cos2θ-sin2θ)-sinθ =0.
    Convert the cos2θ term to 1-sin2θ:
    2(1-sin2θ-sin2θ)-sinθ =0
    4sin2θ+sinθ-2 =0.
    Recognize this as a quadratic in the variable sinθ. Using the quadratic formula, we have
    sinθ =-1±338.
    margin:

    -2

    -1

    1

    2

    1

    2

    3

    0

    π/2
    Figure 10.5.1: The limaçon in Example 10.5.1 with its tangent line at θ=π/4 and points of vertical and horizontal tangency.

    We solve sinθ=-1+338 and sinθ=-1-338:

    sinθ =-1+338 sinθ =-1-338
    θ =sin-1(-1+338) θ =sin-1(-1-338)
    θ 0.6349 θ -1.0030

    In each of the solutions above, we only get one of the possible two solutions as sin-1x only returns solutions in [-π/2,π/2], the 4th and 1st quadrants. Again using reference angles, we have:

    sinθ=-1+338θ0.6349, 2.5067 radians

    and

    sinθ=-1-338θ4.1446, 5.2802 radians.

    These points are also shown in Figure 10.5.1 with white-filled dots.

When the graph of the polar function r=f(θ) intersects the pole, it means that f(α)=0 for some angle α. Making this substitution in the formula for dydx given in Key Idea 10.5.1 we see

dydx=f(α)sinα+f(α)cosαf(α)cosα-f(α)sinα=sinαcosα=tanα.

This equation makes an interesting point. It tells us the slope of the tangent line at the pole is tanα; some of our previous work (see, for instance, Example 10.4.3) shows us that the line through the pole with slope tanα has polar equation θ=α. Thus when a polar graph touches the pole at θ=α, the equation of the tangent line at the pole is θ=α.

Example 10.5.2 Finding tangent lines at the pole

Let r=1+2sinθ, a limaçon. Find the equations of the lines tangent to the graph at the pole. margin:

-1

-0.5

0.5

1

-0.5

0.5

1

0

π/2
Figure 10.5.2: Graphing the tangent lines at the pole in Example 10.5.2.

SolutionWe need to know when r=0.

1+2sinθ =0
sinθ =-1/2
θ =7π6,11π6.

Thus the equations of the tangent lines, in polar, are θ=7π/6 and θ=11π/6. In rectangular form, the tangent lines are y=tan(7π/6)x=x3 and y=tan(11π/6)x=-x3. The full limaçon can be seen in Figure 10.5.1; we zoom in on the tangent lines in Figure 10.5.2.

Area

When using rectangular coordinates, the equations x=h and y=k defined vertical and horizontal lines, respectively, and combinations of these lines create rectangles (hence the name “rectangular coordinates”). It is then somewhat natural to use rectangles to approximate area as we did when learning about the definite integral.

margin: Note: Recall that the area of a sector of a circle with radius r subtended by an angle θ is A=12θr2.

r

θ

When using polar coordinates, the equations θ=α and r=c form lines through the origin and circles centered at the origin, respectively, and combinations of these curves form sectors of circles. It is then somewhat natural to calculate the area of regions defined by polar functions by first approximating with sectors of circles.

Consider Figure 10.5.3 (a) where a region defined by r=f(θ) on [α,β] is given. (Note how the “sides” of the region are the lines θ=α and θ=β, whereas in rectangular coordinates the “sides” of regions were often the vertical lines x=a and x=b.)

Partition the interval [α,β] into n equally spaced subintervals as α=θ0<θ1<<θn=β. The radian length of each subinterval is Δθ=(β-α)/n, representing a small change in angle. The area of the region defined by the ith subinterval [θi-1,θi] can be approximated with a sector of a circle with radius f(ci), for some ci in [θi-1,θi]. The area of this sector is 12[f(ci)]2Δθ. This is shown in part (b) of the figure, where [α,β] has been divided into 4 subintervals. We approximate the area of the whole region by summing the areas of all sectors: margin:

0.5

1

0.5

1

θ=α

θ=β

r=f(θ)

0

π/2
(a)

0.5

1

0.5

1

θ=β

r=f(θ)

θ=α

0

π/2
(b)
Figure 10.5.3: Computing the area of a polar region.

Areai=1n12[f(ci)]2Δθ.

This is a Riemann sum. By taking the limit of the sum as n, we find the exact area of the region in the form of a definite integral.

Theorem 10.5.1      Area of a Polar Region

Let f be continuous and non-negative on [α,β], where 0β-α2π. The area A of the region bounded by the curve r=f(θ) and the lines θ=α and θ=β is

A=12αβ[f(θ)]2𝑑θ=12αβr 2𝑑θ

The theorem states that 0β-α2π. This ensures that region does not overlap itself, which would give a result that does not correspond directly to the area.

Example 10.5.3 Area of a polar region

Find the area of the circle defined by r=cosθ. (Recall this circle has radius 1/2.)

SolutionThis is a direct application of Theorem 10.5.1. The circle is traced out on [0,π], leading to the integral margin: Note: Example 10.5.3 requires the use of the integral cos2θdθ. This is handled well by using the half angle formula as found in the back of this text. Due to the nature of the area formula, integrating cos2θ and sin2θ is required often. We offer here these indefinite integrals as a time-saving measure. cos2θdθ =12θ+14sin(2θ)+C sin2θdθ =12θ-14sin(2θ)+C

Area =120πcos2θdθ
=120π1+cos(2θ)2𝑑θ
=14(θ+12sin(2θ))|0π
=π4.

Of course, we already knew the area of a circle with radius 1/2. We did this example to demonstrate that the area formula is correct.

Example 10.5.4 Area of a polar region

Find the area of the cardioid r=1+cosθ bound between θ=π/6 and θ=π/3, as shown in Figure 10.5.4.

SolutionThis is again a direct application of Theorem 10.5.1. margin:

1

2

1

θ=π/6

θ=π/3

0

π/2
Figure 10.5.4: Finding the area of the shaded region of a cardioid in Example 10.5.4.

Area =12π/6π/3(1+cosθ)2𝑑θ
=12π/6π/3(1+2cosθ+cos2θ)𝑑θ
=12[θ+2sinθ+12θ+14sin(2θ)]π/6π/3
=18(π+43-4).

Area Between Curves

Our study of area in the context of rectangular functions led naturally to finding area bounded between curves. We consider the same in the context of polar functions.

margin:

0.5

1

0.5

1

r2=f2(θ)

r1=f1(θ)

θ=α

θ=β

0

π/2
Figure 10.5.5: Illustrating area bound between two polar curves.

Consider the shaded region shown in Figure 10.5.5. We can find the area of this region by computing the area bounded by r2=f2(θ) and subtracting the area bounded by r1=f1(θ) on [α,β]. Thus

Area=12αβr2 2𝑑θ-12αβr1 2𝑑θ=12αβ(r2 2-r1 2)𝑑θ.
Key Idea 10.5.2      Area Between Polar Curves

The area A of the region bounded by r1=f1(θ) and r2=f2(θ), θ=α and θ=β, where 0f1(θ)f2(θ) on [α,β], is

A=12αβ[f2(θ)]2-[f1(θ)]2dθ=12αβ(r2 2-r1 2)𝑑θ.
margin:

1

2

3

-1

1

0

π/2
Figure 10.5.6: Finding the area between polar curves in Example 10.5.5.
Example 10.5.5 Area between polar curves

Find the area bounded between the curves r=1+cosθ and r=3cosθ, as shown in Figure 10.5.6.

SolutionWe need to find the points of intersection between these two functions. Setting them equal to each other, we find:

1+cosθ =3cosθ
cosθ =1/2
θ =±π/3

Thus we integrate 12((3cosθ)2-(1+cosθ)2) on [-π/3,π/3].

Area =12-π/3π/3((3cosθ)2-(1+cosθ)2)𝑑θ
=12-π/3π/3(8cos2θ-2cosθ-1)𝑑θ
=12(2sin(2θ)-2sinθ+3θ)|-π/3π/3
=π.

Amazingly enough, the area between these curves has a “nice” value.

margin:

1

2

-1

1

0

π/2
(a)

0.5

1

0.5

1

0

π/2
(b)
Figure 10.5.7: Graphing the region bounded by the functions in Example 10.5.6.
Example 10.5.6 Area defined by polar curves

Find the area bounded between the polar curves r=1 and r=2cos(2θ), as shown in Figure 10.5.7 (a).

SolutionWe need to find the point of intersection between the two curves. Setting the two functions equal to each other, we have

2cos(2θ)=1cos(2θ)=122θ=π/3θ=π/6.

In part (b) of the figure, we zoom in on the region and note that it is not really bounded between two polar curves, but rather by two polar curves, along with θ=0. The dashed line breaks the region into its component parts. Below the dashed line, the region is defined by r=1, θ=0 and θ=π/6. (Note: the dashed line lies on the line θ=π/6.) Above the dashed line the region is bounded by r=2cos(2θ) and θ=π/6. Since we have two separate regions, we find the area using two separate integrals.

Call the area below the dashed line A1 and the area above the dashed line A2. They are determined by the following integrals:

A1=120π/6(1)2𝑑θ  A2=12π/6π/4(2cos(2θ))2𝑑θ.

(The upper bound of the integral computing A2 is π/4 as r=2cos(2θ) is at the pole when θ=π/4.)

We omit the integration details and let the reader verify that A1=π/12 and A2=π/12-3/8; the total area is A=π/6-3/8.

Arc Length

As we have already considered the arc length of curves defined by rectangular and parametric equations, we now consider it in the context of polar equations. Recall that the arc length L of the graph defined by the parametric equations x=f(t), y=g(t) on [a,b] is

L=ab[f(t)]2+[g(t)]2𝑑t=ab[x(t)]2+[y(t)]2𝑑t. (10.1)

Now consider the polar function r=f(θ). We again use the identities x=f(θ)cosθ and y=f(θ)sinθ to create parametric equations based on the polar function. We compute x(θ) and y(θ) as done before when computing dydx, then apply Equation (10.1).

The expression [x(θ)]2+[y(θ)]2 can be simplified a great deal; we leave this as an exercise and state that

[x(θ)]2+[y(θ)]2=[f(θ)]2+[f(θ)]2.

This leads us to the arc length formula.

Key Idea 10.5.3      Arc Length of Polar Curves

Let r=f(θ) be a polar function with f continuous on an open interval I containing [α,β], on which the graph traces itself only once. The arc length L of the graph on [α,β] is

L=αβ[f(θ)]2+[f(θ)]2𝑑θ=αβ(r)2+r2𝑑θ.
Example 10.5.7 Arc Length of Polar Curves

Find the arc length of the cardioid r=1+cosθ.

SolutionWith r=1+cosθ, we have r=-sinθ. The cardioid is traced out once on [0,2π], giving us our bounds of integration. Applying Key Idea 10.5.3 we have

L =02π(-sinθ)2+(1+cosθ)2𝑑θ
=02πsin2θ+(1+2cosθ+cosθ)𝑑θ
=02π2+2cosθ𝑑θ
=02π2+2cosθ2-2cosθ2-2cosθ𝑑θ
=02π4-4cos2θ2-2cosθ𝑑θ
=202π1-cos2θ2-2cosθ𝑑θ
=202π|sinθ|2-2cosθ𝑑θ

Since the sinθ>0 on [0,π] and sinθ<0 on [π,2π] we separate the integral into two parts

20πsinθ2-2cosθ𝑑θ-2π2πsinθ2-2cosθ𝑑θ

Using the symmetry of the cardioid and u-substitution (u=2-2cosθ) we simplify the integration to

L =40πsinθ2-2cosθ𝑑θ
=2041u𝑑u
=4u1/2|04=8.
Example 10.5.8 Arc length of a limaçon

Find the arc length of the limaçon r=1+2sinθ.

SolutionWith r=1+2sinθ, we have r=2cosθ. The limaçon is traced out once on [0,2π], giving us our bounds of integration. Applying Key Idea 10.5.3, we have

L =02π(2cosθ)2+(1+2sinθ)2𝑑θ
=02π4cos2θ+4sin2θ+4sinθ+1𝑑θ
=02π4sinθ+5𝑑θ
13.3649.
margin:

-2

-1

1

2

1

2

3

0

π/2
Figure 10.5.8: The limaçon in Example 10.5.8 whose arc length is measured.

The final integral cannot be solved in terms of elementary functions, so we resorted to a numerical approximation. (Simpson’s Rule, with n=4, approximates the value with 13.0608. Using n=22 gives the value above, which is accurate to 4 places after the decimal.)

Surface Area

The formula for arc length leads us to a formula for surface area. The following Key Idea is based on Key Idea 10.3.4.

Key Idea 10.5.4      Surface Area of a Solid of Revolution

Consider the graph of the polar equation r=f(θ), where f is continuous on an open interval containing [α,β] on which the graph does not cross itself.

  1. 1.

    The surface area of the solid formed by revolving the graph about the initial ray (θ=0) is:

    Surface Area=2παβf(θ)sinθ[f(θ)]2+[f(θ)]2dθ.
  2. 2.

    The surface area of the solid formed by revolving the graph about the line θ=π/2 is:

    Surface Area=2παβf(θ)cosθ[f(θ)]2+[f(θ)]2dθ.
Example 10.5.9 Surface area determined by a polar curve

Find the surface area formed by revolving one petal of the rose curve r=cos(2θ) about its central axis (see Figure 10.5.9).

Solutionmargin:

-1

1

-1

1

0

π/2
(a) (b)
Figure 10.5.9: Finding the surface area of a rose-curve petal that is revolved around its central axis.
We choose, as implied by the figure, to revolve the portion of the curve that lies on [0,π/4] about the initial ray. Using Key Idea 10.5.4 and the fact that f(θ)=-2sin(2θ), we have

Surface Area =2π0π/4cos(2θ)sin(θ)(-2sin(2θ))2+(cos(2θ))2𝑑θ
1.36707.

The integral is another that cannot be evaluated in terms of elementary functions. Simpson’s Rule, with n=4, approximates the value at 1.36751.

This chapter has been about curves in the plane. While there is great mathematics to be discovered in the two dimensions of a plane, we live in a three dimensional world and hence we should also look to do mathematics in 3D — that is, in space. The next chapter begins our exploration into space by introducing the topic of vectors, which are incredibly useful and powerful mathematical objects.

Exercises 10.5

 

Terms and Concepts

  1. 1.

    Given polar equation r=f(θ), how can one create parametric equations of the same curve?

  2. 2.

    With rectangular coordinates, it is natural to approximate area with             ; with polar coordinates, it is natural to approximate area with             .

Problems

In Exercises 3–10, find:

  1. (a)

    dydx

  2. (b)

    the equation of the tangent and normal lines to the curve at the indicated θ-value.

  1. 3.

    r=1; θ=π/4

  2. 4.

    r=cosθ; θ=π/4

  3. 5.

    r=1+sinθ; θ=π/6

  4. 6.

    r=1-3cosθ; θ=3π/4

  5. 7.

    r=θ; θ=π/2

  6. 8.

    r=cos(3θ); θ=π/6

  7. 9.

    r=sin(4θ); θ=π/3

  8. 10.

    r=1sinθ-cosθ; θ=π

In Exercises 11–14, find the values of θ in the given interval where the graph of the polar function has horizontal and vertical tangent lines.

  1. 11.

    r=3; [0,2π]

  2. 12.

    r=2sinθ; [0,π]

  3. 13.

    r=cos(2θ); [0,2π]

  4. 14.

    r=1+cosθ; [0,2π]

In Exercises 15–18, find the equation of the lines tangent to the graph at the pole.

  1. 15.

    r=sinθ; [0,π]

  2. 16.

    r=cos3θ; [0,π]

  3. 17.

    r=cos2θ; [0,2π]

  4. 18.

    r=sin2θ; [0,2π]

In Exercises 19–30, find the area of the described region.

  1. 19.

    Enclosed by the circle: r=4sinθ, π3θ2π3

  2. 20.

    Enclosed by the circle r=5

  3. 21.

    Enclosed by one petal of r=sin(3θ)

  4. 22.

    Enclosed by one petal of the rose curve r=cos(nθ), where n is a positive integer.

  5. 23.

    Enclosed by the cardioid r=1-sinθ

  6. 24.

    Enclosed by the inner loop of the limaçon r=1+2cosθ

  7. 25.

    Enclosed by the outer loop of the limaçon r=1+2cosθ (including area enclosed by the inner loop)

  8. 26.

    Enclosed between the inner and outer loop of the limaçon r=1+2cosθ

  9. 27.

    Enclosed by r=2cosθ and r=2sinθ, as shown:

    -1

    1

    2

    -1

    1

    2

    x

    y
  10. 28.

    Enclosed by r=cos(3θ) and r=sin(3θ), as shown:

    1

    0.5

    x

    y
  11. 29.

    Enclosed by r=cosθ and r=sin(2θ), as shown:

    1

    1

    x

    y
  12. 30.

    Enclosed by r=cosθ and r=1-cosθ, as shown:

    -2

    -1

    1

    -1

    1

    x

    y

In Exercises 31–36, answer the questions involving arc length.

  1. 31.
    Let x(θ)=f(θ)cosθ and y(θ)=f(θ)sinθ. Show, as suggested by the text, that x(θ)2+y(θ)2=f(θ)2+f(θ)2.
  2. 32.

    Use the arc length formula to compute the arc length of the circle r=2.

  3. 33.

    Use the arc length formula to compute the arc length of the circle r=4sinθ.

  4. 34.

    Use the arc length formula to compute the arc length of r=cosθ+sinθ.

  5. 35.

    Approximate the arc length of one petal of the rose curve r=sin(3θ) with Simpson’s Rule and n=4.

  6. 36.

    Approximate the arc length of the cardioid r=1+cosθ with Simpson’s Rule and n=6.

In Exercises 37–42, answer the questions involving surface area.

  1. 37.

    Use Key Idea 10.5.4 to find the surface area of the sphere formed by revolving the circle r=2 about the initial ray.

  2. 38.

    Use Key Idea 10.5.4 to find the surface area of the sphere formed by revolving the circle r=2cosθ about the initial ray.

  3. 39.

    Find the surface area of the solid formed by revolving the cardioid r=1+cosθ about the initial ray.

  4. 40.

    Find the surface area of the solid formed by revolving the circle r=2cosθ about the line θ=π/2.

  5. 41.

    Find the surface area of the solid formed by revolving the line r=3secθ, -π/4θπ/4, about the line θ=π/2.

  6. 42.

    Find the surface area of the solid formed by revolving the line r=3secθ, 0θπ/4, about the initial ray.

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