Change of variables and Jacobians

A double integral over a circular disc is a headache in Cartesian coordinates (x,y)(x,y) but almost trivial in polar coordinates (r,θ)(r,\theta) — 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 J=rJ=r 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.

The core insight

Changing variables in a multiple integral requires multiplying by ∣J∣|J|, the absolute value of the Jacobian determinant of partial derivatives, so that dx dy=∣J∣ du dvdx\,dy = |J|\,du\,dv (giving r dr dθr\,dr\,d\theta for polar and ρ2sin⁡ϕ dρ dϕ dθ\rho^2\sin\phi\,d\rho\,d\phi\,d\theta for spherical) preserves the true area or volume being integrated over.

The core idea

A change of variables replaces the pair (x,y)(x,y) by a new pair (u,v)(u,v) — typically polar (r,θ)(r,\theta) — chosen because the region or the integrand looks simpler there. The catch is that a small rectangle in the uvuv-plane does not map to a small rectangle of the same area in the xyxy-plane; it maps to a small parallelogram whose area is scaled by a local factor. That factor is exactly ∣J∣|J|.

General 2D formula. If x=x(u,v)x=x(u,v), y=y(u,v)y=y(u,v) is a smooth, invertible map from region R′R' in the uvuv-plane onto RR in the xyxy-plane, then

∬Rf(x,y) dx dy=∬R′f(x(u,v),y(u,v)) ∣J∣ du dv,\iint_R f(x,y)\,dx\,dy = \iint_{R'} f\big(x(u,v),y(u,v)\big)\,|J|\,du\,dv,

where:

J=∂(x,y)∂(u,v)=∣∂x/∂u∂x/∂v∂y/∂u∂y/∂v∣J = \frac{\partial(x,y)}{\partial(u,v)} = \begin{vmatrix} \partial x/\partial u & \partial x/\partial v \\ \partial y/\partial u & \partial y/\partial v \end{vmatrix}

is the Jacobian determinant of the transformation — its absolute value is the local area-scaling factor, and du dvdu\,dv alone would give the wrong area unless ∣J∣=1|J|=1.

Polar, cylindrical, spherical — the standard results. For x=rcos⁡θx=r\cos\theta, y=rsin⁡θy=r\sin\theta, the Jacobian works out to J=rJ=r, so dA=r dr dθdA = r\,dr\,d\theta (derived in full below). Adding a zz-axis unchanged gives cylindrical coordinates with the same J=rJ=r, so dV=r dr dθ dzdV = r\,dr\,d\theta\,dz. For spherical coordinates x=ρsin⁡ϕcos⁡θx=\rho\sin\phi\cos\theta, y=ρsin⁡ϕsin⁡θy=\rho\sin\phi\sin\theta, z=ρcos⁡ϕz=\rho\cos\phi (with ρ≥0\rho\ge0 the radial distance and ϕ\phi the polar angle measured from the zz-axis), the Jacobian is J=ρ2sin⁡ϕJ=\rho^2\sin\phi, so dV=ρ2sin⁡ϕ dρ dϕ dθdV=\rho^2\sin\phi\,d\rho\,d\phi\,d\theta. 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 (u,v)↦(x,y)(u,v)\mapsto(x,y) to be smooth and invertible (one-to-one) on the region of interest, with J≠0J\ne0 there — a point where J=0J=0 is a place the transformation degenerates, folding or collapsing area rather than merely stretching it. At r=0r=0 the polar map does exactly this (every θ\theta collapses to the single point x=y=0x=y=0), which is why r=0r=0 is a single, harmless boundary point rather than a problem in practice.

Triple-integral version. The same idea extends to three variables: for x=x(u,v,w)x=x(u,v,w), y=y(u,v,w)y=y(u,v,w), z=z(u,v,w)z=z(u,v,w),

∭Vf(x,y,z) dV=∭V′f(x,y,z) ∣J∣ du dv dw,J=∂(x,y,z)∂(u,v,w),\iiint_V f(x,y,z)\,dV = \iiint_{V'} f\big(x,y,z\big)\,|J|\,du\,dv\,dw,\qquad J = \frac{\partial(x,y,z)}{\partial(u,v,w)},

where: JJ is now a 3×33\times3 determinant of the nine partial derivatives ∂x/∂u,…,∂z/∂w\partial x/\partial u,\ldots,\partial z/\partial w. 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.

Figure
A small rectangle in the u v plane mapping to a small parallelogram of scaled area in the x y plane under the transformation labelled with the Jacobian factor J
The Jacobian rescales a small patch of area under the map u v plane area du dv x=x(u,v), y=y(u,v) x y plane area equals J times du dv dx dy = J du dv, so the true element is J du dv, not du dv
Derivation ADeriving the polar Jacobian J equals r

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 x=rcos⁡θx=r\cos\theta, y=rsin⁡θy=r\sin\theta, confirming the standard result J=rJ=r that is otherwise simply quoted, and to show why dA=r dr dθdA=r\,dr\,d\theta rather than dA=dr dθdA=dr\,d\theta.

Step 1. Write down the four partial derivatives needed for the 2×22\times2 determinant. Differentiating x=rcos⁡θx=r\cos\theta with respect to rr (holding θ\theta fixed) gives ∂x/∂r=cos⁡θ\partial x/\partial r=\cos\theta; with respect to θ\theta (holding rr fixed) gives ∂x/∂θ=−rsin⁡θ\partial x/\partial\theta=-r\sin\theta. Similarly y=rsin⁡θy=r\sin\theta gives ∂y/∂r=sin⁡θ\partial y/\partial r=\sin\theta and ∂y/∂θ=rcos⁡θ\partial y/\partial\theta=r\cos\theta.

Step 2. Assemble the Jacobian determinant using these four entries in the standard ∂(x,y)/∂(r,θ)\partial(x,y)/\partial(r,\theta) layout, with xx-derivatives in the top row and yy-derivatives in the bottom row:

J=∣cos⁡θ−rsin⁡θsin⁡θrcos⁡θ∣.J = \begin{vmatrix}\cos\theta & -r\sin\theta \\ \sin\theta & r\cos\theta\end{vmatrix}.

Step 3. Expand the 2×22\times2 determinant by the rule "top-left times bottom-right minus top-right times bottom-left":

J=cos⁡θ(rcos⁡θ)−(−rsin⁡θ)(sin⁡θ)=rcos⁡2θ+rsin⁡2θ.J = \cos\theta(r\cos\theta) - (-r\sin\theta)(\sin\theta) = r\cos^2\theta + r\sin^2\theta.

Step 4. Factor out rr and apply the Pythagorean identity cos⁡2θ+sin⁡2θ=1\cos^2\theta+\sin^2\theta=1: J=r(cos⁡2θ+sin⁡2θ)=rJ = r(\cos^2\theta+\sin^2\theta) = r. Since r≥0r\ge0 in the usual convention, ∣J∣=r|J|=r, and the area element transforms as dA=∣J∣ dr dθ=r dr dθdA = |J|\,dr\,d\theta = r\,dr\,d\theta — the extra factor of rr that a plain dr dθdr\,d\theta would be missing.

Worked example

Problem. Evaluate ∬Re−(x2+y2) dA\displaystyle\iint_R e^{-(x^2+y^2)}\,dA where RR is the disc x2+y2≤4x^2+y^2\le4 (radius 22), using polar coordinates.

Step 1. Recognize that no elementary Cartesian antiderivative exists for e−(x2+y2)e^{-(x^2+y^2)} — this is precisely the situation a coordinate change is built for. In polar coordinates the disc x2+y2≤4x^2+y^2\le4 becomes the simple rectangle 0≤r≤20\le r\le2, 0≤θ≤2π0\le\theta\le2\pi, and x2+y2=r2x^2+y^2=r^2, so using dA=r dr dθdA=r\,dr\,d\theta from the derivation above,

∬Re−(x2+y2) dA=∫02π∫02e−r2 r dr dθ.\iint_R e^{-(x^2+y^2)}\,dA = \int_0^{2\pi}\int_0^2 e^{-r^2}\,r\,dr\,d\theta.

Step 2. Evaluate the inner integral over rr by substituting u=r2u=r^2, du=2r drdu=2r\,dr, so r dr=12dur\,dr=\tfrac12du, with limits u=0u=0 to u=4u=4:

∫02e−r2r dr=12∫04e−u du=12[−e−u]04=12(1−e−4).\int_0^2 e^{-r^2}r\,dr = \frac12\int_0^4 e^{-u}\,du = \frac12\left[-e^{-u}\right]_0^4 = \frac12\left(1-e^{-4}\right).

Step 3. Evaluate the outer integral over θ\theta. Since the Step 2 result does not depend on θ\theta, integrating over 00 to 2π2\pi just multiplies by 2π2\pi:

∫02π12(1−e−4) dθ=2π⋅12(1−e−4)=π(1−e−4).\int_0^{2\pi}\frac12(1-e^{-4})\,d\theta = 2\pi\cdot\frac12(1-e^{-4}) = \pi(1-e^{-4}).

Step 4. Compute the numerical value: π(1−e−4)≈π(1−0.0183)≈π(0.9817)≈3.084\pi(1-e^{-4}) \approx \pi(1-0.0183) \approx \pi(0.9817) \approx 3.084. Answer: ∬Re−(x2+y2) dA=π(1−e−4)≈3.084\displaystyle\iint_R e^{-(x^2+y^2)}\,dA = \pi(1-e^{-4}) \approx 3.084.

Competitive stretch

The same disc integral generalizes cleanly if the radius is RR instead of a fixed 22: repeating Steps 1–3 with limits 0≤r≤R0\le r\le R gives π(1−e−R2)\pi(1-e^{-R^2}), and letting R→∞R\to\infty (a common trick to evaluate the improper Gaussian integral over the whole plane) sends e−R2→0e^{-R^2}\to0, so ∬R2e−(x2+y2) dA=π\iint_{\mathbb{R}^2} e^{-(x^2+y^2)}\,dA = \pi. This is the standard route to the classic result ∫−∞∞e−x2 dx=π\int_{-\infty}^{\infty} e^{-x^2}\,dx = \sqrt{\pi}, 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 dA=dr dθdA=dr\,d\theta instead of r dr dθr\,dr\,d\theta, or dV=dρ dϕ dθdV=d\rho\,d\phi\,d\theta instead of ρ2sin⁡ϕ dρ dϕ dθ\rho^2\sin\phi\,d\rho\,d\phi\,d\theta.
  • Dropping the absolute value ∣J∣|J| in principle, even though the spherical Jacobian ρ2sin⁡ϕ\rho^2\sin\phi happens to stay non-negative for ϕ∈[0,π]\phi\in[0,\pi].
  • Mixing up the spherical angle convention — ϕ\phi is measured from the zz-axis here (giving z=ρcos⁡ϕz=\rho\cos\phi), but some texts measure it from the xyxy-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 (r,θ)(r,\theta), 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 JJ 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 ∣J∣|J| 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 — J=rJ=r for cylindrical and J=ρ2sin⁡ϕJ=\rho^2\sin\phi 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 3×33\times3 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 xyxy-plane, or an integrand built from x2+y2x^2+y^2, signals polar coordinates. A cylinder or a region symmetric about one axis with a free zz direction signals cylindrical coordinates. A ball, a sphere, or an integrand built from x2+y2+z2x^2+y^2+z^2 signals spherical coordinates. If neither the region nor the integrand shows that kind of symmetry, Cartesian coordinates are usually still the simplest choice.

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