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Courseschevron_rightClassical Mechanicschevron_rightClassical Mechanics: A Textbook-Based Course Based on Classical Dynamics of Particles and Systemschevron_rightVectors, Matrice and Vector Calculus-Mathematical Foundationschevron_rightCoordinate Transformations

1.3 Coordinate Transformations

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Summary

This section introduces the concept of coordinate transformations, which allow us to express the position of a point in one coordinate system in terms of another rotated coordinate system. We develop the rotation matrix using direction cosines and show how it applies in both two and three dimensions.

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Learning Objectives

  • 1.Understand how a point's coordinates change when the coordinate axes are rotated.
  • 2.Define direction cosines and use them to construct a rotation matrix.
  • 3.Apply forward and inverse coordinate transformations in 2D and 3D.
  • 4.Construct a rotation matrix for a given rotation angle and compute transformed coordinates.
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Related Topic in Source

menu_bookClassical Dynamics of Particles and Systems
subdirectory_arrow_rightMatrices, Vectors, and Vector Calculus
arrow_rightCoordinate Transformations

Why Do We Need Coordinate Transformations?

Imagine you know the coordinates of a point PPP as (x1,x2,x3)(x_1, x_2, x_3)(x1​,x2​,x3​) in a given Cartesian coordinate system. Now suppose someone else is using a different set of axes — one that has been rotated relative to yours. How would you express the same point PPP in their system (x1′,x2′,x3′)(x^\prime_1, x^\prime_2, x^\prime_3)(x1′​,x2′​,x3′​)?

This is the central question of coordinate transformations. They provide a systematic way to convert coordinates from one reference frame to another when the two frames differ by a rotation.

The Two-Dimensional Case

Let's start with two dimensions. Suppose the new coordinate axes (x1′,x2′)(x^\prime_1, x^\prime_2)(x1′​,x2′​) are obtained by rotating the original axes (x1,x2)(x_1, x_2)(x1​,x2​) by an angle θ\thetaθ. (see Figure 1)

Figure 1
Figure 1

To find the new coordinate x1′x^\prime_1x1′​, we project the original coordinates onto the new x1′x^\prime_1x1′​-axis. (See Figure 2, blue lines)

Figure 2
Figure 2

In Figure 2, label the points as kkk, lll, mmm, nnn, and rrr. Then, write the projection of x1x_1x1​ onto x1′x^\prime_1x1′​ and the projection of x2x_2x2​ onto x1′x^\prime_1x1′​:
proj⁡x1′x1=Ok‾=x1cos⁡θ\operatorname{proj}_{x^\prime_1} x_1 = \overline{Ok} = x_1 \cos \thetaprojx1′​​x1​=Ok=x1​cosθ
proj⁡x1′x2=Or‾=x2sin⁡θ\operatorname{proj}_{x^\prime_1} x_2 = \overline{Or} = x_2 \sin \thetaprojx1′​​x2​=Or=x2​sinθ

Next, draw a line parallel to kn‾\overline{kn}kn and another line parallel to the x1′x^\prime_1x1′​-axis. Let these two lines intersect at point ttt (see Figure 3).

Figure 3
Figure 3

Since (kntm)(kntm)(kntm) is a rectangle, the length nt‾\overline{nt}nt is equal to the sum of kl‾\overline{kl}kl and lm‾\overline{lm}lm:
nt‾=kl‾+lm‾\overline{nt} = \overline{kl} + \overline{lm}nt=kl+lm.
Similarly, since (x2OnP)(x_2OnP)(x2​OnP) is a rectangle, we obtain Pn‾=x2\overline{Pn} = x_2Pn=x2​. Using the right triangle \overset{\triangle}{(Pnt)}(Pnt)△​, we have
nt‾=x2sin⁡θ\overline{nt} = x_2 \sin \thetant=x2​sinθ.
Therefore, because nt‾=kl‾+lm‾\overline{nt} = \overline{kl} + \overline{lm}nt=kl+lm, it follows that
nt‾=kl‾+lm‾=x2sin⁡θ\overline{nt} = \overline{kl} + \overline{lm} = x_2 \sin \thetant=kl+lm=x2​sinθ.
As a result, since x1′=Ok‾+kl‾+lm‾x^\prime_1 = \overline{Ok} + \overline{kl} + \overline{lm}x1′​=Ok+kl+lm, we obtain
x1′=Ok‾⏟x1cos⁡θ+kl‾+lm‾⏟x2sin⁡θx^\prime_1 = \underbrace{\overline{Ok}}_{x_1 \cos \theta} + \underbrace{\overline{kl} + \overline{lm}}_{x_2 \sin \theta}x1′​=x1​cosθOk​​+x2​sinθkl+lm​​.

Finally, we find the new coordinate x1′x^\prime_1x1′​ in terms of x1x_1x1​ and x2x_2x2​ by projecting the x1x_1x1​ and x2x_2x2​ coordinates onto the new x1′x^\prime_1x1′​-axis:
x1′=x1cos⁡θ+x2sin⁡θx^\prime_1 = x_1 \cos \theta + x_2 \sin \thetax1′​=x1​cosθ+x2​sinθ

Similarly, assign the labels kkk, lll, mmm, nnn, and rrr to the points shown in Figure 4.

Next, determine the projections of x1x_1x1​ and x2x_2x2​ onto the x2′x'_2x2′​-axis. These projections can be written as
proj⁡x2′x1=−Om‾=−x1sin⁡θ\operatorname{proj}_{x'_2} x_1 =- \overline{Om} =- x_1 \sin \thetaprojx2′​​x1​=−Om=−x1​sinθ
proj⁡x2′x2=Ok‾=x2cos⁡θ\operatorname{proj}_{x'_2} x_2 = \overline{Ok} = x_2 \cos \thetaprojx2′​​x2​=Ok=x2​cosθ

These segments represent the components of x1x_1x1​ and x2x_2x2​ along the x2′x'_2x2′​ direction.

Figure 4
Figure 4

Afterward, draw a line through point rrr parallel to the segment lP‾\overline{lP}lP, and draw another line parallel to the x2′x'_2x2′​-axis. Denote the intersection point of these two lines by ttt (see Figure 5). This construction helps visualize the geometric relationship between the projections and the rotated coordinate axis.

Figure 5
Figure 5

Since triangles △(mnO)\triangle (mnO)△(mnO) and △(trP)\triangle (trP)△(trP) are similar with similarity ratio 1, i.e. △(mnO)∼△(trP)\triangle (mnO) \sim \triangle (trP)△(mnO)∼△(trP), we obtain tP‾=Om‾\overline{tP} = \overline{Om}tP=Om.
Moreover, since (klPt)(klPt)(klPt) is a rectangle, we have kl‾=tP‾\overline{kl} = \overline{tP}kl=tP, and therefore, using tP‾=Om‾\overline{tP} = \overline{Om}tP=Om, we get kl‾=Om‾\overline{kl} = \overline{Om}kl=Om.
From the geometry of the figure (see Figure 5), it follows that
lO‾=Ok‾−Om‾\overline{lO} = \overline{Ok} - \overline{Om}lO=Ok−Om
Finally, since lO‾=x2′\overline{lO} = x^\prime_2lO=x2′​, Ok‾=x2cos⁡θ\overline{Ok} = x_2 \cos \thetaOk=x2​cosθ, and Om‾=x1sin⁡θ\overline{Om} = x_1 \sin \thetaOm=x1​sinθ, substituting into lO‾=Ok‾−Om‾\overline{lO} = \overline{Ok} - \overline{Om}lO=Ok−Om gives x2′=x2cos⁡θ−x1sin⁡θx^\prime_2 = x_2 \cos \theta - x_1 \sin \thetax2′​=x2​cosθ−x1​sinθ

By combining the two results we obtained, we derive two relations between the old and the new coordinates of point PPP:
x1′=x1cos⁡θ+x2sin⁡θx2′=−x1sin⁡θ+x2cos⁡θx^\prime_1 = x_1 \cos \theta + x_2 \sin \theta \\ x^\prime_2 = -x_1 \sin \theta + x_2 \cos \thetax1′​=x1​cosθ+x2​sinθx2′​=−x1​sinθ+x2​cosθ

Direction Cosines

To generalize this idea, we introduce a useful notation. The direction cosine λij\lambda_{ij}λij​ is defined as the cosine of the angle between the new axis xi′x^\prime_ixi′​ and the original axis xjx_jxj​:
λij=cos⁡(xi′,xj)\lambda_{ij} = \cos(x^\prime_i, x_j)λij​=cos(xi′​,xj​)
Each λij\lambda_{ij}λij​ tells us how much the jjj-th original axis contributes to the iii-th new axis. Using this notation, the transformation equations become elegant and compact.

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Direction Cosine Convention

The first index of λij\lambda_{ij}λij​ always refers to the new (primed) axis, and the second index refers to the old (unprimed) axis. Think of it as: "How does old axis jjj relate to new axis iii?"

The General Transformation in 3D

In three dimensions, each new coordinate is a linear combination of all three original coordinates, weighted by the appropriate direction cosines:

xi′=∑j=13λijxj,i=1,2,3x_i' = \sum_{j=1}^{3} \lambda_{ij} x_j, \quad i = 1, 2, 3xi′​=j=1∑3​λij​xj​,i=1,2,3

Forward transformation: from original to rotated coordinates.

The inverse transformation — going back from the rotated system to the original — has a very similar form:

xi=∑j=13λjixj′,i=1,2,3x_i = \sum_{j=1}^{3} \lambda_{ji} x^\prime_j, \quad i = 1, 2, 3xi​=j=1∑3​λji​xj′​,i=1,2,3

Inverse transformation: from rotated back to original coordinates. Notice that the indices on λ are swapped.

The Rotation Matrix

It is natural to collect all the direction cosines λij\lambda_{ij}λij​ into a square array. This gives us the rotation matrix (also called the transformation matrix):
A=(λ11λ12λ13λ21λ22λ23λ31λ32λ33)\boldsymbol{A} = \begin{pmatrix} \lambda_{11} & \lambda_{12} & \lambda_{13} \\ \lambda_{21} & \lambda_{22} & \lambda_{23} \\ \lambda_{31} & \lambda_{32} & \lambda_{33} \end{pmatrix}A=​λ11​λ21​λ31​​λ12​λ22​λ32​​λ13​λ23​λ33​​​
Each row of this matrix contains the direction cosines for one of the new axes. Once you know A\boldsymbol{A}A, you can transform any point between the two coordinate systems.

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Reading the Rotation Matrix

Row iii of the matrix A\boldsymbol{A}A tells you how the new axis xi′x^\prime_ixi′​ is oriented relative to the original axes. Column jjj tells you how the original axis xjx_jxj​ projects onto all the new axes.

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Example 1 — Rotation of 30° Around the x₃-Axis

A point PPP has coordinates (2,1,3)(2, 1, 3)(2,1,3) in the original system. A second coordinate system is obtained by rotating the x2x_2x2​-axis toward x3x_3x3​ by 30°30°30° around the x1x_1x1​-axis (i.e., x1x_1x1​ stays fixed).

Find the rotation matrix A\boldsymbol{A}A and the coordinates of PPP in the new system.

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Solution Steps
1

Since the rotation is around x1x_1x1​, the x1′x^\prime_1x1′​-axis coincides with x1x_1x1​. The angles between axes give us the following direction cosines:
λ11=cos⁡(0°)=1\lambda_{11} = \cos(0°) = 1λ11​=cos(0°)=1, λ12=cos⁡(90°)=0\lambda_{12} = \cos(90°) = 0λ12​=cos(90°)=0, λ13=cos⁡(90°)=0\lambda_{13} = \cos(90°) = 0λ13​=cos(90°)=0

λ21=cos⁡(90°)=0\lambda_{21} = \cos(90°) = 0λ21​=cos(90°)=0, λ22=cos⁡(30°)≈0.866\lambda_{22} = \cos(30°) \approx 0.866λ22​=cos(30°)≈0.866, λ23=cos⁡(60°)=0.5\lambda_{23} = \cos(60°) = 0.5λ23​=cos(60°)=0.5

λ31=cos⁡(90°)=0\lambda_{31} = \cos(90°) = 0λ31​=cos(90°)=0, λ32=cos⁡(90°+30°)=−0.5\lambda_{32} = \cos(90°+30°) = -0.5λ32​=cos(90°+30°)=−0.5, λ33=cos⁡(30°)≈0.866\lambda_{33} = \cos(30°) \approx 0.866λ33​=cos(30°)≈0.866

So the rotation matrix is:
A=(10000.8660.50−0.50.866)\boldsymbol{A} = \begin{pmatrix} 1 & 0 & 0 \\ 0 & 0.866 & 0.5 \\ 0 & -0.5 & 0.866 \end{pmatrix}A=​100​00.866−0.5​00.50.866​​
Applying the forward transformation:
x1′=(1)(2)+(0)(1)+(0)(3)=2x^\prime_1 = (1)(2) + (0)(1) + (0)(3) = 2x1′​=(1)(2)+(0)(1)+(0)(3)=2
x2′=(0)(2)+(0.866)(1)+(0.5)(3)=2.37x^\prime_2 = (0)(2) + (0.866)(1) + (0.5)(3) = 2.37x2′​=(0)(2)+(0.866)(1)+(0.5)(3)=2.37
x3′=(0)(2)+(−0.5)(1)+(0.866)(3)=2.10x^\prime_3 = (0)(2) + (-0.5)(1) + (0.866)(3) = 2.10x3′​=(0)(2)+(−0.5)(1)+(0.866)(3)=2.10
The point in the new system is approximately P(2;2.37;2.10)P(2; 2.37; 2.10)P(2;2.37;2.10).

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Common Pitfall

Be careful with the angle signs. When computing direction cosines like cos⁡(90°+30°)\cos(90° + 30°)cos(90°+30°), the supplementary angle accounts for the fact that the new axis has rotated past the perpendicular. Getting the sign wrong here flips the entire axis.

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