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Spherical Coordinates: Unit Vectors, Path Increment, and Vector Derivatives, Lecture notes of Calculus

The equations for transforming between rectangular and spherical coordinates, including the forward and reverse coordinate transformations, unit vectors, and their variations. It also covers the path increment and time derivatives of the unit vectors, as well as the velocity and acceleration of a particle in spherical coordinates.

What you will learn

  • What are the equations for transforming between rectangular and spherical coordinates?
  • How do you find the unit vectors in spherical coordinates?
  • What is the relationship between the unit vectors in spherical and rectangular coordinates?

Typology: Lecture notes

2021/2022

Uploaded on 09/27/2022

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Spherical Coordinates
Transforms
The forward and reverse coordinate transformations are
r=x2+y2+z2
!
=arctan x2+y2,z
"
# $
%
&
=arctan y,x
( )
x=rsin
!
cos
"
y=rsin
!
sin
"
z=rcos
!
where we formally take advan tage of the two argument arctan
function to eliminate quadrant confusion.
Unit Vectors
The unit vectors in the spherical coordinate system are functions of position. It is convenient to express them in terms of
the spherical coordinates and the unit vectors o f the rectangular coordinate system which are not themselves functions of
position.
ˆ
r =
!
r
r
=xˆ
x +yˆ
y +zˆ
z
r
=ˆ
x sin
!
cos
"
+ˆ
y sin
!
sin
"
+ˆ
z cos
!
ˆ
"
=
ˆ
z #ˆ
r
sin
!
=$ˆ
x sin
"
+ˆ
y cos
"
ˆ
!
=ˆ
"
#ˆ r =ˆ x cos
!
cos
"
+ˆ y cos
!
sin
"
$ˆ z sin
!
Variations of unit vectors with the coordinates
Using the expressions obtained above it is easy to derive the following handy relationships:
!
ˆ
r
!
r=0
!
ˆ
r
!"
=ˆ
x cos
"
cos
#
+ˆ
y cos
"
sin
#
$ˆ
z sin
"
=ˆ
"
!
ˆ
r
!#
=$ˆ
x sin
"
sin
#
+ˆ
y sin
"
cos
#
=$ˆ
x sin
#
+ˆ
y cos
#
( )
sin
"
=ˆ
#
sin
"
!
ˆ
"
!
r=0
!
ˆ
"
!#
=0
!
ˆ
"
!"
=$ˆ
x cos
"
$ˆ
y sin
"
=$ˆ
r sin
#
+ˆ
#
cos
#
( )
!
ˆ
"
!
r
=0
!
ˆ
"
!"
=#ˆ
x sin
"
cos
$
#ˆ
y sin
"
sin
$
#ˆ
z cos
"
=#ˆ
r
!
ˆ
"
!$
=#ˆ
x cos
"
sin
$
+ˆ
y cos
"
cos
$
=ˆ
$
cos
"
x
z
r
^
"
^
!
r
r
pf3
pf4
pf5

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Spherical Coordinates

Transforms

The forward and reverse coordinate transformations are

r = x

2

  • y

2

  • z

2

! = arctan x

2

  • y

2

, z

& = arctan y , x ( )

x = r sin! cos "

y = r sin! sin "

z = r cos!

where we formally take advantage of the two argument arctan

function to eliminate quadrant confusion.

Unit Vectors

The unit vectors in the spherical coordinate system are functions of position. It is convenient to express them in terms of

the spherical coordinates and the unit vectors of the rectangular coordinate system which are not themselves functions of

position.

r =

r

r

x

x + y

y + z

z

r

x sin! cos " +

y sin! sin " +

z cos!

z #

r

sin!

x sin " +

y cos "

" # r ˆ = x ˆ cos! cos " + y ˆ cos! sin " $ z ˆ sin!

Variations of unit vectors with the coordinates

Using the expressions obtained above it is easy to derive the following handy relationships:

r

! r

r

x cos " cos # +

y cos " sin # $

z sin " =

r

x sin " sin # +

y sin " cos # = $

x sin # +

y cos # ( )

sin " =

sin "

! r

x cos " $

y sin " = $

r sin # +

cos

( )

! r

x sin " cos $ #

y sin " sin $ #

z cos " = #

r

x cos " sin $ +

y cos " cos $ =

$ cos "

x

y

z

r

^

!

^

"

^

!

"

r

r

Path increment

We will have many uses for the path increment d

r expressed in spherical coordinates:

d

r = d r r ˆ ( )

= r ˆ dr + rd r ˆ = r ˆ dr + r

!

r

! r

dr +

!

r

!"

d " +

!

r

!#

d #

rdr +

" rd " +

r sin " d

Time derivatives of the unit vectors

We will also have many uses for the time derivatives of the unit vectors expressed in spherical coordinates:

r =

r

! r

r ˙ +

r

r

sin "

! r

r +

r

cos "

! r

r +

r sin " +

" cos "

Velocity and Acceleration

The velocity and acceleration of a particle may be expressed in spherical coordinates by taking into account the associated

rates of change in the unit vectors:

v =

r =

rr +

r

r

v =

r

r +

! r

" r

" sin!

a =

v =

r r ˙ +

r ˙ r ˙ +

! r

! r ˙

! r

" r

" sin! +

" r ˙

" sin! +

" r

" sin! +

" r

! cos!

" sin!

r +

r

r + #

r

" cos!

r

r

! r

  • r ˆ sin! +

! cos!

[ ]

r

" sin! +

" r ˙

" sin! +

" r

" sin! +

" r

! cos!

a = r ˆ " r "! r

2

! r

2

sin

2

" r

" + 2 r "

"! r

2

sin " cos "

r

sin " + 2 r

cos " + 2 r "

sin "

The del operator from the definition of the gradient

Any (static) scalar field u may be considered to be a function of the spherical coordinates r , θ, and φ. The value of u

changes by an infinitesimal amount du when the point of observation is changed by d

r. That change may be determined

from the partial derivatives as

du =

! u

! r

dr +

! u

d " +

! u

d #.

But we also define the gradient in such a way as to obtain the result

du =

! u " d

r

Therefore,

! u

! r

dr +

! u

d " +

! u

d # =

$ u % d

r

or, in spherical coordinates,

! u

! r

dr +

! u

d " +

! u

d # =

$ u

r

dr +

$ u

"

rd " +

$ u

r sin " d #

Curl

The curl

A is also carried out taking into account that the unit vectors themselves are functions of the coordinates.

Thus, we have

A =

r

r

r

r sin $

" A

r

r + A

$

$ + A

%

where the derivatives must be taken before the cross product so that

A =

r

r

r

r sin $

A

r "

A

r

r

A

r sin $

A

r "

# A

r

r

r +

# A

$

r

# A

%

r

% + A

r

r

r

+ A

$

r

+ A

%

r

r

# A

r

r +

# A

$

# A

%

% + A

r

r

+ A

$

+ A

%

r sin $

# A

r

r +

# A

$

# A

%

% + A

r

r

+ A

$

+ A

%

With the help of the partial derivatives previously obtained, we find

A =

r "

# A

r

r

r +

# A

$

r

# A

%

r

r

# A

r

r ˆ +

# A

$

# A

%

% + A

r

$ + A

$

, r ˆ ( )

r sin $

# A

r

r +

# A

$

# A

%

% + A

r

sin $

% + A

$

cos $

% + A

%

r sin $ +

$ cos $

[ ]

# A

$

r

# A

%

r

r

# A

r

r

# A

%

r ˆ +

A

$

r

r sin $

# A

r

r sin $

# A

$

r ,

A

%

r

A

%

cos $

r sin $

r

r

r

# A

%

r sin $

# A

$

A

%

cos $

r sin $

# A

%

r

r sin $

# A

r

A

%

r

# A

$

r

r

# A

r

A

$

r

A =

r

r sin #

A

%

sin #

$ A

r sin #

$ A

r

& sin #

$ r

rA

%

r

$ r

rA

$ A

r

Laplacian

The Laplacian is a scalar operator that can be determined from its definition as

2

u =

! u

( )

r

r

$

r

#$

%

r sin $

#%

r

u

r

$

r

u

#$

%

r sin $

u

#%

r "

r

r

u

r

$

r

u

#$

%

r sin $

u

#%

$

r

#$

r

u

r

$

r

u

#$

%

r sin $

u

#%

%

r sin $

#%

r

u

r

$

r

u

#$

%

r sin $

u

#%

With the help of the partial derivatives previously obtained, we find

2

u =

r "

r

2

u

r

2

r

2

u

r

2

u

#%# r

r

2

sin %

u

r sin %

2

u

#&# r

r

u

r

r

2

u

r #%

r

r

u

r

2

u

2

& cos %

r sin

2

u

r sin %

2

u

r sin %

& sin %

u

r

r

2

u

r #&

& cos %

r

u

r

2

u

r sin % +

% cos %

r sin %

u

r sin %

2

u

2

2

u

r

2

r

u

r

r

2

2

u

2

r

u

r

cos %

r

2

sin %

u

r

2

sin

2

2

u

2

2

u

r

2

r

u

r

r

2

2

u

2

cos %

r

2

sin %

u

r

2

sin

2

2

u

2

r

2

r

r

2

u

r

r

2

sin %

sin %

u

r

2

sin

2

2

u

2

Thus, the Laplacian operator can be written as

2

r

2

" r

r

2

" r

r

2

sin )

sin )

r

2

sin

2

2

2