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9.4 The Gradient in Polar Coordinates and other Orthogonal Coordinate Systems

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Suppose we have a function given to us as f(x, y) in two dimensions or as g(x, y, z).
In three dimensions, we can take the partial derivatives with respect to the given variables and arrange them into a vector function of the variables called the gradient of f, namely

which mean

Suppose however, we are given f as a function of r and , that is, in polar coordinates, or g in spherical coordinates, as a function of , , and .
For example, suppose f = 1 / r, or g = 1 /, or g = sin .
One way to find the gradient of such a function is to convert r or or into rectangular coordinates using the appropriate formulae for them, and perform the partial differentiation on the resulting expressions.
Thus we can write

and find

It is a bit more convenient to be able to express the gradient directly in polar coordinates or spherical coordinates just like we can do in our rectangular coordinates.
What does this entail? In our x and y coordinates we express the gradient as a sum of a term, (f /x), times a unit vector in the x direction, namely i, and a similar combination in the y direction, (f / y) j. In polar coordinates we want to express grad f as something times a unit vector in the r-direction, plus something else times a unit vector in the direction.

To do this we must address two questions: what are unit vectors in the r and directions? And what are the somethings these should be multiplied by to give f?
The first question has the following answers: the r direction is the direction tilted by an angle counterclockwise from the x axis. A unit vector in that direction, call it ur, can be written in any of the three following forms:

The unit vector in the direction lies in the direction 90o past the r direction and is therefore given by

We can deduce how to write f in polar coordinates directly in terms of these unit vectors by using the following facts:
First we know that if we make differential changes in r and the resulting change in f will be given by:

     (A)

Second, we want the change in f to obey for any change in r and/orwhere ds is a vector pointing in the direction of the change whose magnitude is the length of that change.
If we write our task is to determine what the two coefficients here.
Suppose we change r by a distance dr without changing . Then by our equation (A) we have . Since ds in the r direction is just , we can write

and we can identify .
In the direction on the other hand, distance is given by rd, and the similar computation for changes in that direction is

from which we can deduce: ,

and we have shown:

.

A similar computation can be made for any orthogonal directions in any dimension, and we can anticipate the result. The component of f in the direction of any such variable will be the partial derivative of f with respect to that variable, divided by a factor which is the ratio of distance change in that direction to change in the variable itself.
Using this fact we can immediately deduce that the gradient of is except of course at r = 0 where is not differentiable. Similarly we find that the gradient of .


Exercise 9.5 Find the gradient of in spherical coordinates by this method.


There is a third way to find the gradient in terms of given coordinates, and that is by using the chain rule. We can first consider differential change of f in rectangular coordinates, and then relate the differential changes in x and y to differential changes in the other coordinates, say r and . Combining these we can relate the change in f to changes in the latter two variables.
Explicitly we can write

and use the latter two equations to get rid of dz and dy in the first equation; the result is a rather messy expression for df in terms of dr and d. The gradient in polar coordinates can be deduced from this expression, with the same answer as heretofore. This approach is useful when f is given in rectangular coordinates but you want to write the gradient in polar coordinates.

This kind of substitution is sometimes called the chain rule for partial derivatives.
It is worth noting that when we take the partial derivative with respect to x or y we always mean that we are keeping the other variable, y or x, constant; on the other hand the partials with respect to r and always mean keeping the other one of these, or r, constant.

There are times and places where in a partial derivative one can become confused as to which variable or variables are being kept constant, and under such circumstances it is wise to modify the notation to supply this information explicitly. Thus we can write to mean the partial derivative with respect to x keeping y fixed, and then there can be no confusion as to what is kept constant.

The facts to remember about the gradient are:
It is straightforward to compute, in any orthogonal coordinate system You can use it to determine the directional derivative of the function involved, in any direction. In rectangular coordinates its components are the respective partial derivatives.
Of course the gradient of the sum of two fields is the sum of their gradients (the gradient is a linear operator), and the gradient of a product can be computed by applying the usual product rule for differentiation.