Alternative Coordinate Systems and Surfaces: Learn It 2

Spherical Coordinates

We’ve seen how cylindrical coordinates extend polar coordinates to 3D by adding a [latex]z[/latex]-coordinate. Spherical coordinates take a different approach: they use one distance and two angles to locate points in space.

Just as cylindrical coordinates are perfect for cylinders, spherical coordinates excel at describing spheres and problems with spherical symmetry—like analyzing planetary atmospheres, electromagnetic fields radiating from a point, or the volume inside a domed stadium.

spherical coordinate system

In the spherical coordinate system, a point [latex]P[/latex] in space (Figure 1) is represented by the ordered triple [latex](\rho,\theta,\varphi)[/latex] where

  • [latex]\rho[/latex] (the Greek letter rho) is the distance between [latex]P[/latex] and the origin [latex](\rho\ne0)[/latex];
  • [latex]\theta[/latex] is the same angle used to describe the location in cylindrical coordinates;
  • [latex]\varphi[/latex] (the Greek letter phi) is the angle formed by the positive [latex]z[/latex]-axis and line segment [latex]\overline{OP}[/latex], where [latex]O[/latex] is the origin and [latex]0\leq\varphi\leq\pi[/latex].
This figure is the first quadrant of the 3-dimensional coordinate system. It has a point labeled “(x, y, z) = (rho, theta, phi).” There is a line segment from the origin to the point. It is labeled “rho.” The angle between this line segment and the z-axis is phi. There is a line segment in the x y-plane from the origin to the shadow of the point. This segment is labeled “r.” The angle between the x-axis and r is theta.
Figure 1. The relationship among spherical, rectangular, and cylindrical coordinates.
  • [latex]\rho[/latex] tells you how far the point is from the origin
  • [latex]\theta[/latex] tells you the direction in the [latex]xy[/latex]-plane (same as cylindrical)
  • [latex]\varphi[/latex] tells you the angle down from the positive [latex]z[/latex]-axis
The angle [latex]\varphi[/latex] is measured from the positive [latex]z[/latex]-axis, not from the [latex]xy[/latex]-plane. So [latex]\varphi = 0[/latex] points straight up along the [latex]z[/latex]-axis, [latex]\varphi = \frac{\pi}{2}[/latex] lies in the [latex]xy[/latex]-plane, and [latex]\varphi = \pi[/latex] points down toward the negative [latex]z[/latex]-axis.

Conversion Formulas

The conversion formulas come from careful application of trigonometry to the geometric relationships.

This figure is the first quadrant of the 3-dimensional coordinate system. It has a point labeled “(x, y, z) = (r, theta, z) = (rho, theta, phi).” There is a line segment from the origin to the point. It is labeled “rho.” The angle between this line segment and the z-axis is phi. There is a line segment in the x y-plane from the origin to the shadow of the point. This segment is labeled “r.” The angle between the x-axis and r is theta.The distance from r to the point is labeled “z.”
Figure 2. The equations that convert from one system to another are derived from right-triangle relationships.

converting among Spherical, cylindrical, and rectangular coordinates

Spherical to Rectangular:

  • [latex]x = \rho \sin \varphi \cos \theta[/latex]
  • [latex]y = \rho \sin \varphi \sin \theta[/latex]
  • [latex]z = \rho \cos \varphi[/latex]

Rectangular to Spherical:

  • [latex]\rho^2 = x^2 + y^2 + z^2[/latex] (so [latex]\rho = \sqrt{x^2 + y^2 + z^2}[/latex])
  • [latex]\tan \theta = \frac{y}{x}[/latex] (choose quadrant carefully)
  • [latex]\varphi = \arccos\left(\frac{z}{\sqrt{x^2 + y^2 + z^2}}\right)[/latex]

Spherical to Cylindrical:

  • [latex]r = \rho \sin \varphi[/latex]
  • [latex]\theta = \theta[/latex]
  • [latex]z = \rho \cos \varphi[/latex]

Cylindrical to Spherical:

  • [latex]\rho = \sqrt{r^2 + z^2}[/latex]
  • [latex]\theta = \theta[/latex]
  • [latex]\varphi = \arccos\left(\frac{z}{\sqrt{r^2 + z^2}}\right)[/latex]

Understanding the Geometry:

  • [latex]z = \rho \cos \varphi[/latex] comes directly from the right triangle with [latex]\rho[/latex] as hypotenuse
  • [latex]r = \rho \sin \varphi[/latex] gives the distance from the [latex]z[/latex]-axis
  • Then [latex]x = r \cos \theta = \rho \sin \varphi \cos \theta[/latex] and [latex]y = r \sin \theta = \rho \sin \varphi \sin \theta[/latex]
Plot the point with spherical coordinates [latex]\left(8,\frac{\pi}3,\frac{\pi}6\right)[/latex] and express its location in both rectangular and cylindrical coordinates.

Convert the rectangular coordinates [latex](-1,1,\sqrt6)[/latex] to both spherical and cylindrical coordinates.

Surfaces in Spherical Coordinates

Understanding constant coordinate surfaces helps you visualize the spherical coordinate system:

  • [latex]\rho = c[/latex]: Sphere of radius [latex]c[/latex] centered at the origin
  • [latex]\theta = c[/latex]: Half-plane starting at the [latex]z[/latex]-axis, making angle [latex]c[/latex] with the [latex]x[/latex]-axis (same as cylindrical)
  • [latex]\varphi = c[/latex]: Half-cone making angle [latex]c[/latex] with the positive [latex]z[/latex]-axis
This figure has three images. The first image is a sphere centered in the 3-dimensional coordinate system. The second figure is a vertical plane with an edge on the z-axis in the 3-dimensional coordinate system. The third image is an elliptical cone with the center at the origin of the 3-dimensional coordinate system.
Figure 3. In spherical coordinates, surfaces of the form [latex]\rho=c[/latex] are spheres of radius [latex]\rho[/latex] (a), surfaces of the form [latex]\theta=c[/latex] are half-planes at an angle [latex]\theta[/latex] from the [latex]x[/latex]-axis (b), and surfaces of the form [latex]\varphi=c[/latex] are half-cones at an angle [latex]\varphi[/latex] from the [latex]z[/latex]-axis (c).
Why Half-Cones? Since [latex]\varphi[/latex] is restricted to [latex][0, \pi][/latex], a constant [latex]\varphi[/latex] value only generates half of a complete cone. If you want a full cone, you’d need to allow [latex]\varphi[/latex] to range over a larger interval.

Describe the surfaces with the given spherical equations.

  1. [latex]\theta=\frac{\pi}3[/latex]
  2. [latex]\varphi=\frac{5\pi}6[/latex]
  3. [latex]\rho=6[/latex]
  4. [latex]\rho=\sin\theta\sin\varphi[/latex]

Why Use Spherical Coordinates?

Spherical coordinates simplify problems with spherical symmetry. For example, a sphere with equation [latex]x^2 + y^2 + z^2 = c^2[/latex] in rectangular coordinates becomes simply [latex]\rho = c[/latex] in spherical coordinates.

Physics problems involving point sources (like gravitational or electric fields) often have natural spherical symmetry.

In geography, latitude and longitude are used to describe locations on Earth’s surface, as shown in Figure 9. Although the shape of Earth is not a perfect sphere, we use spherical coordinates to communicate the locations of points on Earth. Let’s assume Earth has the shape of a sphere with radius 4000 mi. We express angle measures in degrees rather than radians because latitude and longitude are measured in degrees.

This figure is an image of the Earth. It has the prime meridian labeled, which is a circle on the surface circumnavigating the Earth vertically through the poles. The equator is also labeled which is a horizontal circle circumnavigating the Earth. Three vectors extend out from the center of Earth. Two of them extend to the equator and indicate a measurement of longitude. Two of them extend to a vertical polar circle and indicate a measurement of latitude.
Figure 9. In the latitude–longitude system, angles describe the location of a point on Earth relative to the equator and the prime meridian.

Let the center of Earth be the center of the sphere, with the ray from the center through the North Pole representing the positive [latex]z[/latex]-axis. The prime meridian represents the trace of the surface as it intersects the [latex]xz[/latex]-plane. The equator is the trace of the sphere intersecting the [latex]xy[/latex]-plane.

The latitude of Columbus, Ohio, is [latex]40^{\small\circ}[/latex] N and the longitude is [latex]83^{\small\circ}[/latex] W, which means that Columbus is [latex]40^{\small\circ}[/latex] north of the equator. Imagine a ray from the center of Earth through Columbus and a ray from the center of Earth through the equator directly south of Columbus. The measure of the angle formed by the rays is [latex]40^{\small\circ}[/latex]. In the same way, measuring from the prime meridian, Columbus lies [latex]83^{\small\circ}[/latex] to the west. Express the location of Columbus in spherical coordinates.

Cylindrical and spherical coordinates give us the flexibility to select a coordinate system appropriate to the problem at hand. The key is choosing the coordinate system that matches your problem’s natural symmetry—this can transform complex calculations into simple ones. In the following example, we examine several different problems and discuss how to select the best coordinate system for each one.

In each of the following situations, we determine which coordinate system is most appropriate and describe how we would orient the coordinate axes. There could be more than one right answer for how the axes should be oriented, but we select an orientation that makes sense in the context of the problem. Note: There is not enough information to set up or solve these problems; we simply select the coordinate system (Figure 10).

  1. Find the center of gravity of a bowling ball.
  2. Determine the velocity of a submarine subjected to an ocean current.
  3. Calculate the pressure in a conical water tank.
  4. Find the volume of oil flowing through a pipeline.
  5. Determine the amount of leather required to make a football.
This figure has 5 images. The first image shows bowling balls. The second image is a submarine traveling on an ocean surface. The third image is a traffic cone. The fourth image is a pipeline across some barren land. The fifth image is a football.
Figure 10. (credit: (a) modification of work by scl hua, Wikimedia, (b) modification of work by DVIDSHUB, Flickr, (c) modification of work by Michael Malak, Wikimedia, (d) modification of work by Sean Mack, Wikimedia, (e) modification of work by Elvert Barnes, Flickr)

Watch the following video to see the worked solution to above example.

You can view the transcript for “Ex 2.67” here (opens in new window).