Change of variables and Jacobians
A double integral over a circular disc is a headache in Cartesian coordinates but almost trivial in polar coordinates — provided you correctly rescale the area element on the way over. That rescaling factor is the Jacobian, a determinant of partial derivatives that tells you exactly how much a small patch of area (or volume) stretches or shrinks under a change of variables. This article builds the general 2D and 3D change-of-variables formula, derives the polar Jacobian from scratch, records the standard cylindrical and spherical results, and evaluates a Gaussian-type integral over a disc — an integral with no elementary Cartesian antiderivative that becomes two easy steps once you switch coordinates.
Changing variables in a multiple integral requires multiplying by , the absolute value of the Jacobian determinant of partial derivatives, so that (giving for polar and for spherical) preserves the true area or volume being integrated over.
The core idea
A change of variables replaces the pair by a new pair — typically polar — chosen because the region or the integrand looks simpler there. The catch is that a small rectangle in the -plane does not map to a small rectangle of the same area in the -plane; it maps to a small parallelogram whose area is scaled by a local factor. That factor is exactly .
General 2D formula. If , is a smooth, invertible map from region in the -plane onto in the -plane, then
where:
is the Jacobian determinant of the transformation — its absolute value is the local area-scaling factor, and alone would give the wrong area unless .
Polar, cylindrical, spherical — the standard results. For , , the Jacobian works out to , so (derived in full below). Adding a -axis unchanged gives cylindrical coordinates with the same , so . For spherical coordinates , , (with the radial distance and the polar angle measured from the -axis), the Jacobian is , so . These three are worth memorizing outright, since re-deriving them under exam pressure wastes time — but you must still be able to derive the polar one on demand. A subtlety worth flagging: the change-of-variables formula requires the map to be smooth and invertible (one-to-one) on the region of interest, with there — a point where is a place the transformation degenerates, folding or collapsing area rather than merely stretching it. At the polar map does exactly this (every collapses to the single point ), which is why is a single, harmless boundary point rather than a problem in practice.
Triple-integral version. The same idea extends to three variables: for , , ,
where: is now a determinant of the nine partial derivatives . The cylindrical and spherical Jacobians above are just this general formula applied to those two specific substitutions — nothing new is happening in principle, only more bookkeeping.
The goal is to compute, from the definition of the Jacobian as a determinant of partial derivatives, the exact area-scaling factor for the substitution , , confirming the standard result that is otherwise simply quoted, and to show why rather than .
Step 1. Write down the four partial derivatives needed for the determinant. Differentiating with respect to (holding fixed) gives ; with respect to (holding fixed) gives . Similarly gives and .
Step 2. Assemble the Jacobian determinant using these four entries in the standard layout, with -derivatives in the top row and -derivatives in the bottom row:
Step 3. Expand the determinant by the rule "top-left times bottom-right minus top-right times bottom-left":
Step 4. Factor out and apply the Pythagorean identity : . Since in the usual convention, , and the area element transforms as — the extra factor of that a plain would be missing.
Worked example
Problem. Evaluate where is the disc (radius ), using polar coordinates.
Step 1. Recognize that no elementary Cartesian antiderivative exists for — this is precisely the situation a coordinate change is built for. In polar coordinates the disc becomes the simple rectangle , , and , so using from the derivation above,
Step 2. Evaluate the inner integral over by substituting , , so , with limits to :
Step 3. Evaluate the outer integral over . Since the Step 2 result does not depend on , integrating over to just multiplies by :
Step 4. Compute the numerical value: . Answer: .
Competitive stretch
The same disc integral generalizes cleanly if the radius is instead of a fixed : repeating Steps 1–3 with limits gives , and letting (a common trick to evaluate the improper Gaussian integral over the whole plane) sends , so . This is the standard route to the classic result , obtained by writing the plane integral as a product of two identical one-dimensional integrals and taking a square root — a favourite competitive-exam trick precisely because it needs polar coordinates and nothing more advanced.
Common traps
- Forgetting the extra Jacobian factor — writing instead of , or instead of .
- Dropping the absolute value in principle, even though the spherical Jacobian happens to stay non-negative for .
- Mixing up the spherical angle convention — is measured from the -axis here (giving ), but some texts measure it from the -plane instead; stay consistent within one problem.
- Transforming the integrand but forgetting to re-express the region's boundary curves in the new variables — a circular region must become simple rectangular limits in , not just have its formula substituted.
Ask the tutor: if you keep dropping the Jacobian factor or mis-converting a region's boundary into new coordinates, ask the AI tutor to walk through a full 3D Jacobian derivation for cylindrical or spherical coordinates before you try evaluating a triple integral with them.
Why does the Jacobian appear as an absolute value in the transformed integral?
The Jacobian determinant can come out negative depending on how the new variables are ordered or oriented, but area and volume are always positive quantities — a negative sign would just mean the transformation reverses orientation, not that the region shrank to negative size. Taking strips out that orientation information and leaves only the genuine scaling factor, which is what you need to get the correct positive area or volume element in the new coordinates.
Do I need to memorize the cylindrical and spherical Jacobians, or derive them every time?
Memorize them — for cylindrical and for spherical are standard results you are expected to quote directly, the same way you quote a standard derivative. The polar derivation above is worth knowing cold because a problem may explicitly ask you to derive it, but re-deriving the full spherical determinant from scratch under time pressure is rarely necessary once you can state the result and use it correctly.
How do I know which coordinate system to switch to for a given integral?
Look at both the integrand and the region together. A circular or annular region in the -plane, or an integrand built from , signals polar coordinates. A cylinder or a region symmetric about one axis with a free direction signals cylindrical coordinates. A ball, a sphere, or an integrand built from signals spherical coordinates. If neither the region nor the integrand shows that kind of symmetry, Cartesian coordinates are usually still the simplest choice.