14.4 The Polar Form of the Conic Sections
In this section, we revisit our friends the Conic Sections which we began studying in Chapter 8. Our first task is to formalize the notion of rotating axes so this subsection is actually a follow-up to Example 9.3.3 in Section 9.3. In that example, we saw that the graph of is actually a hyperbola.
More specifically, the graph of is the hyperbola obtained by rotating the graph of counter-clockwise through a angle. Armed with polar coordinates, we can generalize the process of rotating axes as shown below.
Rotation of Axes
Consider the - and -axes below along with the dashed - and -axes obtained by rotating the - and -axes counter-clockwise through an angle and consider the point . The coordinates are rectangular coordinates and are based on the - and -axes.
Suppose we wished to find rectangular coordinates based on the - and -axes. That is, we wish to determine . While this seems like a formidable challenge, it is nearly trivial if we use polar coordinates.
Consider the angle whose initial side is the positive -axis and whose terminal side contains the point . We relate and by converting them to polar coordinates.
Converting to polar coordinates with yields and . To convert the point into polar coordinates, we first match the polar axis with the positive -axis, choose the same (since the origin is the same in both systems) and get and .
Using the sum formulas for sine and cosine, we have
Similarly, using the sum formula for sine we get . These equations enable us to easily convert points with -coordinates back into -coordinates. They also enable us to easily convert equations in the variables and into equations in the variables in terms of and .1
If we want equations which enable us to convert points with -coordinates into -coordinates, we need to solve the system
for and . Perhaps the cleanest way2 to solve this system is to write it as a matrix equation. Using the machinery developed in Section 9.4, we write the above system as the matrix equation where
Since , the determinant of is not zero so is invertible and . Using the formula given in Equation 9.2 with , we find
so that
From which we get and . To summarize,
We put the formulas in Theorem 14.7 to good use in the following example.
Thanks to the elimination of the ' term from the equation in Example 14.4.1 number, we were able to graph the equation on the -plane using what we know from Chapter 8.
It is natural to wonder if, given an equation of the form , with , is there an angle so that if we rotate the and -axes counter-clockwise through that angle , the equation in the rotated variables and contains no term.
To find out, we make the usual substitutions and into the equation and set the coefficient of the term equal to .
Terms containing in this expression will come from the first three terms of the equation: , and . We leave it to the reader to verify that
The contribution to the -term from is , from it is , and from it is . Equating the -term to , we get
From this, we get . Our goal is to solve for in terms of , and .
Since we are assuming , we can divide both sides of this equation by . To solve for we would like to divide both sides of the equation by , provided of course that we have assurances that .
If , then we would have , and since , this would force . Since no angle can have both and , we can safely assume3 .
Hence, we get , or . We have just proved the following theorem.
We put Theorem 14.8 to good use in the following example.
Note that even though the coefficients of and were both positive numbers in parts and of Example 14.4.2, the graph in part turned out to be a hyperbola and the graph in part worked out to be a parabola.
Whereas in Chapter 8, we could easily pick out which conic section we were dealing with based on the presence (or absence) of quadratic terms and their coefficients, Example 14.4.2 demonstrates the situation is much more complicated when an term is present.
Nevertheless, it is possible to determine which conic section we have by looking at a special, familiar combination of the coefficients of the quadratic terms. We have the following theorem.
As you may expect, the quantity mentioned in Theorem 14.9 is called the discriminant of the conic section. While we will not attempt to explain the deep Mathematics which produces this `coincidence', we will at least work through the proof of Theorem 14.9 mechanically to show that it is true.6
First note that if the coefficient in the equation , Theorem 14.9 reduces to the result presented in Exercise in Section 8.5.
Hence, we proceed under the assumption that . We rotate the -axes counter-clockwise through an angle which satisfies to produce an equation with no -term in accordance with Theorem 14.8: .
In this form, we can invoke Exercise in Section 8.5 once more using the product . Our goal is to find the product in terms of the coefficients , and in the original equation.
We substitute into . After gathering like terms, the coefficient on and the coefficient on are
In order to make use of the condition , we rewrite our formulas for and using the power reduction formulas. After some regrouping, we get
Next, we try to make sense of the product
We break this product into pieces. First, we use the difference of squares to multiply the `first' quantities in each factor to get
Next, we add the product of the `outer' and `inner' quantities in each factor to get
The product of the `last' quantity in each factor is .
Putting all of this together yields
From , we get , or .
Using this substitution twice along with the Pythagorean Identity we get:
Hence, , so the quantity has the opposite sign of . The result now follows by applying Exercise in Section 8.5.
The Polar Form of Conics
Here, we revisit the conic sections from a more unified perspective starting with a `new' definition below.
We have seen the notions of focus and directrix before in the definition of a parabola, Definition 8.1. There, a parabola is defined as the set of points equidistant from the focus and directrix, giving an eccentricity according to Definition 14.4.
We have also seen the concept of eccentricity before. It was introduced for ellipses in Definition 8.5 in Section 8.4, and later extended to hyperbolas in Exercise in Section 8.5. There, was also defined as a ratio of distances, though in these cases the distances involved were measurements from the center to a focus and from the center to a vertex.
One way to reconcile the `old' ideas of focus, directrix and eccentricity with the `new' ones presented in Definition 14.4 is to derive equations for the conic sections using Definition 14.4 and compare these parameters with what we know from Chapter 8.
We begin by assuming the conic section has eccentricity , a focus at the origin and that the directrix is the vertical line as in the figure below.
Using a polar coordinate representation for a point on the conic with , we get
so that . Solving this equation for , yields
At this point, we convert the equation back into a rectangular equation in the variables and . If , but , the usual conversion process outlined in Section 14.1 gives7
If , then and, hence, . We leave it to the reader to show that this means we have the equation of an ellipse centered at with major axis along the -axis.
Using the notation from Section 8.4, we have and , so the major axis has length and the minor axis has length .
Moreover, we find that one focus is and working through the formula given in Definition 8.5 gives the eccentricity to be , as required.
If , then but so the equation generates a hyperbola with center whose transverse axis lies along the -axis.
Since such hyperbolas have the form , we need to take the opposite reciprocal of the coefficient of to find .
Doing this, we obtain8 and , so the transverse axis has length and the conjugate axis has length .
Additionally, we verify that one focus is at , and the formula given in Exercise in Section 8.5 gives the eccentricity is in this case as well.
If , the equation reduces to which translates to .
The equation describes a parabola with vertex opening to the right.
In the language of Section 8.2, so , the focus is , the focal diameter is and the directrix is , as required.
Hence, we have shown that in all cases, our `new' understanding of `conic section', `focus', `eccentricity' and `directrix' as presented in Definition 14.4 correspond with the `old' definitions given in Chapter 8.
Before we summarize our findings, we note that in order to arrive at our general equation of a conic , we assumed that the directrix was the line for .
We could have just as easily chosen the directrix to be , or . As the reader can verify, in these cases we obtain the forms , and , respectively.
The key thing to remember is that in any of these cases, the directrix is always perpendicular to the major axis of an ellipse and it is always perpendicular to the transverse axis of the hyperbola.
For parabolas, knowing the focus is and the directrix also tells us which way the parabola opens.
We have established the following theorem.
We test out Theorem 14.10 in the next example.
In light of Section 14.4.1, the reader may wonder what the rotated form of the conic sections would look like in polar form.
We know from Exercise in Section 14.2 that replacing with in an expression rotates the graph of counter-clockwise by an angle .
For instance, to graph all we need to do is rotate the graph of , which we obtained in Example 14.4.4 number, counter-clockwise by radians, as shown below.
Using rotations, we can greatly simplify the form of the conic sections presented in Theorem 14.10, since any three of the forms given there can be obtained from the fourth by rotating through some multiple of .
Moreover, since rotations do not affect lengths, all of the formulas for lengths Theorem 14.10 remain intact.
The formula in Theorem 14.11 below captures all the conic sections that have a focus at . It also includes circles centered at the origin by extending the concept of eccentricity to include .
While substituting into the equation given in Theorem 14.11 quickly reduces to a circle centered at the origin, the reader is best advised to think about this idea in light of Definition 8.5 in Section 8.4.
Exercises
Graph the following equations.
Graph the following equations.
The matrix is called a rotation matrix.
We've seen this matrix most recently used in the proof of Theorem 14.7.
- Show the matrix from Example 9.3.3 in Section 9.3 is none other than .
- Discuss with your classmates how to use to rotate points in the plane.
- Using the even / odd identities for cosine and sine, show . Interpret this geometrically.
Answers
becomes after rotating counter-clockwise through .
Figure 14.191 becomes after rotating counter-clockwise through
Figure 14.192 becomes after rotating counter-clockwise through .
Figure 14.193 becomes after rotating counter-clockwise through
Figure 14.194 becomes after rotating counter-clockwise through .
Figure 14.195 becomes after rotating counter-clockwise through
Figure 14.196 becomes after rotating counter-clockwise through .
Figure 14.197 becomes after rotating counter-clockwise through
Figure 14.198 is a parabola directrix , vertex focus , focal diameter
Figure 14.199 is an ellipse directrix , vertices , center , foci , minor axis length
Figure 14.200 is an ellipse directrix , vertices , center , foci , minor axis length
Figure 14.201 is a parabola directrix , vertex focus , focal diameter
Figure 14.202 is a hyperbola directrix , vertices , center , foci , conjugate axis length
Figure 14.203 is a hyperbola directrix , vertices , center , foci , conjugate axis length
Figure 14.204 is the parabola rotated through
Figure 14.205 is the ellipse rotated through
Figure 14.206
Adapted from Precalculus, Preliminary 4th Edition (integrated calculus), by Carl Stitz and Jeff Zeager (stitz-zeager.com), licensed under CC BY-NC-SA 3.0. Changes were made: reformatted as an accessible XYZ web edition. License: CC-BY-NC-SA-3.0.