Transforming Unit Vectors between Cartesian and Spherical Coordinates, Lecture notes of Electrodynamics

How to convert unit vectors between cartesian and spherical coordinate systems using dot products and geometry. It provides the relationships between the unit vectors in both systems and examples of how to find the coefficients to transform one system to the other.

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2020/2021

Uploaded on 04/07/2021

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Relationships Among Unit Vectors
Recall that we could represent a point P in a particular system by just listing the 3
corresponding coordinates in triplet form:
(
)
,,
x
yz Cartesian
(
)
,,r
θ
ϕ
Spherical
and that we could convert the point P’s location from one coordinate system to
another using coordinate transformations.
Cartesian Æ Spherical Spherical Æ Cartesian
222
22
1
1
tan
tan
rxyz
x
y
z
y
x
θ
ϕ
=++
⎛⎞
+
=⎜⎟
⎜⎟
⎝⎠
⎛⎞
=⎜⎟
⎝⎠
sin cos
sin sin
cos
x
r
yr
zr
θ
ϕ
θ
ϕ
θ
=
=
=
Recall that we could represent a point P in a particular system using vectors:
,,
yz Cartesian
,,r
θ
ϕ
Spherical
or
ˆˆˆ
abc=++Pxyz
Cartesian
ˆ
ˆˆ
abc=++Prθφ Spherical
NOTE: The Cartesian system is taken to be the default coordinate system by
which all others are vector systems defined.
What happens if we want to convert vector information about a point P from one
coordinate system to another?
What we need are relationships or transformations between the various unit
vectors
pf3
pf4

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Relationships Among Unit Vectors

Recall that we could represent a point P in a particular system by just listing the 3

corresponding coordinates in triplet form:

x , y z , Cartesian

r , θ ,ϕ Spherical

and that we could convert the point P’s location from one coordinate system to

another using coordinate transformations.

Cartesian Æ Spherical Spherical Æ Cartesian

2 2 2

2 2

1

1

tan

tan

r x y z

x y

z

y

x

θ

ϕ

sin cos

sin sin

cos

x r

y r

z r

θ ϕ

θ ϕ

θ

Recall that we could represent a point P in a particular system using vectors:

x , y z , Cartesian

r , θ ,ϕ Spherical

or

P = a x + b y + c z Cartesian

P = a r + b θ + c φ Spherical

NOTE: The Cartesian system is taken to be the default coordinate system by

which all others are vector systems defined.

What happens if we want to convert vector information about a point P from one

coordinate system to another?

What we need are relationships or transformations between the various unit

vectors

Consider a point P in spherical coordinates with the vector form:

P = a r + b θ + c φ

Since

x , y , z for a orthogonal basis set as does

r , θ , φ , we can write

r , θ , φ in

terms of

x , y , z with the appropriate transformations of the form:

1 1 1

r = a x + b y + c z

2 2 2

θ = a x + b y + c z

3 3 3

φ = a x + b y + c z

To determine what coefficients a

i

, b

i

and c

i

are, we must take the dot product of

x ˆ , y ˆ , z ˆ with each of

r , θ , φ. To determine the value of the dot products, we can

use the following figure and make use of the geometry between spherical and

Cartesian coordinates:

If we wanted to write

r , θ , φ in terms of ˆ

x , y , z , we would need to use the angles

of θ and ϕ.

Ex.

1 1 1 1

x r ˆ ⋅ = a x ˆ + b y ˆ + c z ˆ= a

Note : a 1

is the projection of ˆ x onto ˆ r. To find a

1

requires a two step process:

  1. Project ˆ x onto the line formed by ˆ r and its projection onto the xy plane

  2. Project (1) onto ˆ r

The game can be played in reverse to find ˆ x , y ˆ , z ˆ in terms of

r ˆ , θ , φ ˆ :

x = sin θ cos ϕ r + cos θ cos ϕ θ −sinϕ φ

y = sin θ sin ϕ r + cos θ sin ϕ θ +cosθ φ

z = cos θ r −sinθ θ

APPLICATION:

One of the most common vectors we will deal with is the position vector, r. In

Cartesian form, it looks like this:

r = x x + y y + z z

This form of the vector is measuring the displacement from the origin to some

point P.

If the position vector is measuring the displacement from some starting location

other than the origin, say ( x o,

y

o,

z

o), we can represent this new starting coordinate

with the vector r o

relative to the origin. The new position vector would look like

this:

o o o

− = xx + yy + zz

o

r r x y z

NOTE : We will come back and use this form at a later time. In the mean time, all

vectors will be measured with respect to the origin.

Now that we have different unit vectors for different systems and a way to go back

and forth between them, the position vector can be represented in various ways:

r = x x + y y + z z

r = r r

2 2 2

r = x + y + z r

r = r sin θ cos ϕ x + r sin θ sin ϕ y + r cosθ z

** Depending on the problem, select the vector form that will be the most useful

and the easiest to work with.