KS5 · Edexcel A-level Further Mathematics · Core Pure · either mandatory paper

K5FM9 · Polar coordinates

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Revise the key ideas

Coordinates, conversion and tracing conventions

  • Radius and directed angle — A polar point (r,θ) uses the pole as origin and an initial line as the positive Cartesian x-direction. For r ≥ 0, r is distance from the pole and θ is a directed angle, normally in radians. The same nonzero point has infinitely many angle descriptions differing by 2π; the pole has no unique direction.
  • Converting to Cartesian coordinates — Use x = r cos θ and y = r sin θ. For (2,π/3), the Cartesian point is (1,√3). The angle is measured from the initial line, not from the y-axis, and each coordinate retains the sign of its corresponding trigonometric function.
  • Recovering radius and angle — For a nonzero Cartesian point, r = √(x² + y²) gives its nonnegative distance and the angle must satisfy both sine and cosine signs. For (−1,√3), r = 2 and a suitable angle is 2π/3. An inverse tangent of y/x alone gives an angle ambiguous by π; use the quadrant as well.
  • Using signed radius in curve parametrisations — When a stated curve permits signed r, the formulas x = r cos θ,y = r sin θ still apply. A negative r places the point in the direction θ + π at distance ∣r∣. For example (−2,π/3) represents the same point as (2,4π/3). Keep the original parameter in the curve equation: changing to a nonnegative-radius description need not preserve the same functional equation r=f(θ).
  • Equivalent coordinates are not distinct points — The pairs (r,θ) and (r,θ + 2kπ) describe the same point, and signed-radius descriptions can add further repetition. To calculate an enclosed area, determine which θ interval traces its boundary once. The period of the formula r(θ) alone does not always equal the complete Cartesian tracing period.
  • An algebraic conversion needs domain checks — Multiply a polar equation by r or divide by cos θ only where justified. Such manipulations may introduce the pole or omit points with a zero divisor. Check the converted Cartesian set against the original parameter range and any required sign of r; an equation alone may describe a larger curve than the specified arc.

Recognising and sketching the specified families

  • A circle centred at the pole — For a > 0, r = a is the circle x² + y² = a². An interval of length 2π traces it once, apart from its repeated closing endpoint. It never passes through the pole. A constant radius is not a horizontal Cartesian line.
    The circle r=1 is plotted over 0≤θ≤2π once, with equal Cartesian coordinate scales and the pole at its centre. The horizontal reference is the initial-line direction. Endpoints coincide to close the boundary, not to add another traversal.
    The circle r=1 is plotted over 0≤θ≤2π once, with equal Cartesian coordinate scales and the pole at its centre. The horizontal reference is the initial-line direction. Endpoints coincide to close the boundary, not to add another traversal.
  • A circle displaced along the initial line — For a > 0, r = 2a cos θ gives r² = 2ar cos θ, hence (x − a)² + y² = a². Choosing −π/2≤θ≤π/2 keeps r nonnegative and traces the circle once. Allowing signed r over 0≤θ≤2π traces that same circle twice, so a full-turn area integral would double-count it.
    The circle with Cartesian centre (1,0) and radius 1 is traced once by r=2cosθ on −π/2≤θ≤π/2. The pole is its leftmost point. Equal coordinate scales preserve its circular shape; signed-radius extension over a full 2π would trace it twice.
    The circle with Cartesian centre (1,0) and radius 1 is traced once by r=2cosθ on −π/2≤θ≤π/2. The pole is its leftmost point. Equal coordinate scales preserve its circular shape; signed-radius extension over a full 2π would trace it twice.
  • A line written with secant — Secant means the reciprocal of cosine: sec u = 1/cos u. For r = p sec(α − θ), where the denominator is nonzero, multiply to obtain r cos(α − θ) = p. Since cos(α − θ) = cos α cos θ + sin α sin θ, the Cartesian equation is x cos α + y sin α = p. For p > 0 and a suitable nonnegative-radius range, this is a line at perpendicular distance p from the pole with normal direction α.
    The displayed portion of r=sec(π/4−θ) has nonzero positive denominator. Its Cartesian points lie on x+y=√2, with normal direction π/4 and perpendicular distance 1 from the pole. The plotted finite interval is a segment of the unbounded line, not a claim that secant endpoints exist at its poles.
    The displayed portion of r=sec(π/4−θ) has nonzero positive denominator. Its Cartesian points lie on x+y=√2, with normal direction π/4 and perpendicular distance 1 from the pole. The plotted finite interval is a segment of the unbounded line, not a claim that secant endpoints exist at its poles.
  • The Archimedean spiral — For r = kθ with k > 0 and θ ≥ 0, distance grows linearly as the point turns anticlockwise. Each additional full turn increases r by 2πk. It has no finite closed boundary over all θ ≥ 0. A finite sector-like region must specify a parameter interval and any joining radial segments before an area is meaningful.
    The finite spiral r=θ/(2π) grows from zero to 1 through one anticlockwise turn. It is not a closed curve by itself; an endpoint ray is needed to describe its swept region. Equal x/y coordinate scales are used.
    The finite spiral r=θ/(2π) grows from zero to 1 through one anticlockwise turn. It is not a closed curve by itself; an endpoint ray is needed to describe its swept region. Equal x/y coordinate scales are used.
  • The right-facing cardioid — For a > 0, r = a(1 + cos θ) is nonnegative, symmetric about the initial line, has maximum 2a at θ = 0 and reaches the pole at θ = π. Its boundary is traced once over a full 2π interval. Near the pole the curve forms a cusp, a sharp point where the curve reverses direction, rather than a small smooth circular loop.
    The right-facing cardioid r=1+cosθ has radius 2 at θ=0 and a pole cusp at θ=π. The full boundary is traced once over 0≤θ≤2π and reflected across the initial line. The cusp and maximum follow the actual radii rather than a decorative heart shape.
    The right-facing cardioid r=1+cosθ has radius 2 at θ=0 and a pole cusp at θ=π. The full boundary is traced once over 0≤θ≤2π and reflected across the initial line. The cusp and maximum follow the actual radii rather than a decorative heart shape.
  • The opposite cardioid — The curve r = a(1 − cos θ) has its maximum 2a at θ = π and pole at θ = 0, so it faces left. Replacing cosine by sine rotates the corresponding orientation, but the exact angular shift should be checked rather than inferred from an unlabelled sketch.
    The left-facing cardioid r=1−cosθ reverses the previous orientation: its pole cusp occurs at θ=0 and its radius 2 occurs at θ=π. The dot is the same pole reference, not the centre of a circle. Equal coordinate scales are used.
    The left-facing cardioid r=1−cosθ reverses the previous orientation: its pole cusp occurs at θ=0 and its radius 2 occurs at θ=π. The dot is the same pole reference, not the centre of a circle. Equal coordinate scales are used.
  • A positive limacon with no pole crossing — For r = a(3 + 2cos θ), a > 0, the radius ranges from a to 5a and remains positive. It is symmetric about the initial line and has a dimple on its shorter left side. It has no inner loop and does not pass through the pole; a sketch with a zero radius contradicts its minimum a.
    For r=3+2cosθ the radius stays between 1 and 5, so the curve has a dimple but no pole crossing or inner loop. The plot includes its entire once-traced boundary. The pole dot lies inside the curve but is not itself a point on the boundary.
    For r=3+2cosθ the radius stays between 1 and 5, so the curve has a dimple but no pole crossing or inner loop. The plot includes its entire once-traced boundary. The pole dot lies inside the curve but is not itself a point on the boundary.
  • A four-petal signed-radius rose — For r = a cos2θ, a > 0, the zeros are θ = π/4 + kπ/2. Allowing signed r in the parametrisation produces four petals along the coordinate axes over a full 2π interval. The right-hand petal is traced with nonnegative r on −π/4≤θ≤π/4. A negative-radius interval produces another petal on the opposite ray, so check Cartesian positions rather than plotting a negative distance directly.
    The parametrisation x=cos2θcosθ,y=cos2θsinθ over 0≤θ≤2π gives four coordinate-axis petals. Negative radii are converted through the Cartesian formulas, rather than drawn as negative distances on their original rays. The right-hand petal alone uses −π/4≤θ≤π/4.
    The parametrisation x=cos2θcosθ,y=cos2θsinθ over 0≤θ≤2π gives four coordinate-axis petals. Negative radii are converted through the Cartesian formulas, rather than drawn as negative distances on their original rays. The right-hand petal alone uses −π/4≤θ≤π/4.
  • A squared-radius lemniscate — For r² = a²cos2θ with a > 0 and r chosen nonnegative, real points require cos2θ ≥ 0. The two lobes lie along the x-axis and meet at the pole. On the right lobe use −π/4≤θ≤π/4 and r = a√(cos2θ). Angles with cos2θ < 0 do not give real radii for this equation.
    The lemniscate uses nonnegative r=√(cos2θ) only on the two intervals with real radii. It has horizontal lobes meeting at the pole and is different from the signed-radius four-petal rose. Values with negative cos2θ are not plotted as real points; tiny negative endpoint roundoff is clamped only during numerical drawing.
    The lemniscate uses nonnegative r=√(cos2θ) only on the two intervals with real radii. It has horizontal lobes meeting at the pole and is different from the signed-radius four-petal rose. Values with negative cos2θ are not plotted as real points; tiny negative endpoint roundoff is clamped only during numerical drawing.
  • Build a sketch from landmarks — Find pole crossings, symmetry, admissible angles and selected radii before joining points. Evaluate Cartesian coordinates where signed r could reverse direction. Mark the initial line, pole and any maximum/minimum values; use the specified parameter interval rather than drawing a remembered full curve when only an arc is requested.

Polar area and avoiding double counting

  • Deriving the area formula — For a small angular increment Δθ, a thin sector of radius r has area approximately (1/2)r²Δθ. Summing and passing to a limit gives A = (1/2)∫ from α to β of r²dθ when the chosen interval sweeps the intended region once. Radian measure is essential in this sector formula.
  • Radial boundaries and a partial sweep — A partial curve sweep may bound a region together with the rays θ = α and θ = β. Identify those straight boundaries explicitly. A spiral arc does not become a closed loop merely because an area integral can be written; the sector construction refers to the region swept from the pole.
  • A pole-centred circle area — For r = a over 0≤θ≤2π, A = (1/2)∫a²dθ = πa². On an interval of angular width γ, the corresponding sector area is a²γ/2. The radius appears squared; an angle in degrees must be converted before substitution.
  • Area of the displaced circle — For r = 2a cos θ on −π/2≤θ≤π/2, A = 2a²∫cos²θ dθ = πa². Over 0≤θ≤2π the signed-radius parametrisation covers the same circle twice and the formula yields 2πa². Both integrals are calculated correctly; only the first has the intended once-only geometric coverage.
  • The complete cardioid area — For r = a(1 + cos θ), integrate once over 0≤θ≤2π. Squaring gives 1 + 2cos θ + cos²θ, whose integral is 3π, so A = 3πa²/2. The radius symmetry also permits doubling an appropriate half-curve area, provided the reflection and its interval are justified.
  • Area of one rose petal — For the right-hand petal of r = a cos2θ, use −π/4≤θ≤π/4. Then A = (a²/2)∫cos²2θ dθ = πa²/8. There are four equal petals under the signed-radius full tracing, so their total area is πa²/2. Integrating an arbitrary interval of length π/2 without checking its endpoints could combine parts of different petals.
  • Area of one lemniscate lobe — For r² = a²cos2θ on −π/4≤θ≤π/4, A = (a²/2)∫cos2θ dθ = a²/2. The two-lobe total is a². Use the given r² directly; replacing it with a²cos²2θ changes the curve to a rose-like radius rather than the original squared-radius relation.
  • A finite spiral sweep — For r = kθ,0≤θ≤T with k > 0 and 0<T≤2π, the area swept from the pole with its endpoint ray is (1/2)∫₀ᵀk²θ²dθ = k²T³/6. For multiple full turns the raw integral counts repeated radial coverage; it is not automatically the union area of the repeatedly swept plane region.
  • Area between two radial curves — If 0≤r_inner(θ)≤r_outer(θ) over a common angular interval and the region is swept once, A = (1/2)∫(r_outer² − r_inner²)dθ. It is a difference of squared distances, not the square of their difference. If the order changes at a crossing, split the interval.
  • An annular sector example — Between r = 1 and r = 2 on 0≤θ≤π/2, the area is (1/2)∫(4 − 1)dθ = 3π/4. An annulus is the ring between two concentric circles. The same result is a quarter of its area 3π. Independent geometric checking helps expose a missing 1/2 or a mistaken squared difference.

Intersections, tangents and consistent geometric reasoning

  • Intersections on a shared nonnegative ray — For two nonnegative-radius curves evaluated on the same ray θ, solve f(θ) = g(θ) and check the allowed intervals. For r = 1 and r = 2cos θ, the shared rays have cos θ = 1/2, giving θ = ±π/3 in the usual circle range. The Cartesian intersection points are (1/2,±√3/2).
  • The pole can be a hidden intersection — Two curves may pass through the pole at different parameter angles. Setting their radii equal at the same θ can miss that common point. Test r = 0 for each curve separately and also check signed-radius representations that can describe the same nonzero point on different parameter rays.
  • An overlap-area example — The region inside both r = 1 and r = 2cos θ lies on −π/2≤θ≤π/2. The smaller radius is 1 for ∣θ∣≤π/3, and 2cos θ for π/3≤∣θ∣≤π/2. Symmetry gives area ∫0π/3 1 dθ + ∫π/3π/2 4cos²θ dθ = 2π/3 − √3/2. Choosing the larger radius would instead calculate a union-like outer region.
  • Tangent direction from the parametrisation — For differentiable r(θ), x′ = r′cos θ − r sin θ and y′ = r′sin θ + r cos θ. Where x′ ≠ 0, dy/dx = y′/x′. This follows by differentiating the Cartesian coordinates; dr/dθ alone is not the Cartesian slope.
  • Horizontal and vertical tangents — At a regular point, a horizontal tangent requires y′ = 0 and x′ ≠ 0, while a vertical tangent requires x′ = 0 and y′ ≠ 0. If both vanish, investigate limits or local behaviour separately; simply labelling the 0/0 ratio “horizontal” is unjustified. Parameter-range endpoints can also need one-sided interpretation.
  • An extremum of radius is not a tangent rule — When r′ = 0 at a nonzero radius, the point's Cartesian tangent need not be horizontal. For a circle r = a, r′ = 0 everywhere, yet its tangent direction changes around the circle. The derivative of radius measures radial change, not the full direction of motion.
  • A cardioid tangent calculation — For r = a(1 + cos θ), r′ = −a sin θ. At θ = π/2, r = a, so x′ = −a and y′ = −a, giving slope one. This point is (0,a). At the cusp θ = π both coordinate derivatives vanish, requiring a local analysis rather than the regular-point quotient rule alone.
  • Pole tangents and local behaviour — For a curve meeting r = 0 with r′ ≠ 0, its limiting tangent line is along the ray direction θ of that meeting, since x′ = r′cos θ,y′ = r′sin θ there. A line has directions differing by π. If r′ also vanishes or the parametrisation is not differentiable there, inspect the curve's local leading terms or Cartesian geometry separately.
  • Reporting a polar solution clearly — State the radial convention, angular interval, relevant boundary rays and once-only coverage before area or tangent work. Keep exact trigonometric values and units until the end, verify landmarks in Cartesian form and distinguish an entire curve from a specified arc or swept region. A visually plausible sketch cannot replace domain and tracing checks.

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