11.6a Rotation of Axes

The conics again, this time tilted. Derives the rotation equations from polar coordinates and the sum formulas, uses them to convert both points and equations into a rotated frame, and finds the angle that eliminates the cross term — the one whose cotangent of twice it equals A minus C over B. Closes with the discriminant, which classifies a general second-degree equation as hyperbola, parabola or ellipse without performing any rotation at all.

Subject: Trigonometry · 65 slides · symbolic lesson

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1. Lesson 11.6a Rotation of Axes

Title

Trigonometry · Chapter 11 — Applications of Trigonometry

§11.6 Hooked on Conics Again, pp. 973-981

2. By the end of this lesson you can

Objectives

Five outcomes, and the last one is a shortcut worth having before the other four.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 973-981 — the pages these objectives are drawn from

3. A curve you already know, tilted

Warm-up

The equation xy equal to 2 has a familiar graph, but it does not look like any of the standard conic forms.

Discussion prompt

Sketch xy equal to 2 and say what shape it is. Then try to match it against the standard equation of a hyperbola.

Hint: What does the graph look like in the first and third quadrants?

Answer:

It is a hyperbola, with the two coordinate axes as its asymptotes and branches in the first and third quadrants. Nothing about the picture is unusual.

But no standard form matches it, because every standard form has its axes along the coordinate axes, and this one's are along the diagonals. The equation contains an xy term and no squared terms at all.

It is in fact the hyperbola x squared minus y squared equal to 4, rotated counter-clockwise by 45 degrees. This lesson makes that statement precise and gives the machinery to undo any such rotation.

4. Two frames, one point, and the sum formulas

Concept

Rotate the axes about the origin. A point keeps its distance from the origin and only its angle is re-measured, differing by exactly the rotation. Expanding with the sum formulas converts between the two sets of coordinates.

Theorem 11.9 — If the axes are rotated counter-clockwise through an angle theta, then x equals x-prime cosine theta minus y-prime sine theta and y equals x-prime sine theta plus y-prime cosine theta; and conversely x-prime equals x cosine theta plus y sine theta with y-prime equal to negative x sine theta plus y cosine theta.

\[ \begin{aligned} x &= x'\cos(\theta) - y'\sin(\theta) \\ y &= x'\sin(\theta) + y'\cos(\theta) \end{aligned} \]

The first system converts equations from the old variables into the new ones; the second converts points. Which you need depends on whether you are moving a curve or a location.

Figure (svg): The original axes with a second pair rotated counter-clockwise through an angle, and a single point carrying coordinates in both systems

One point, one distance, two angles differing by the rotation. That is the whole setup, and the sum formulas finish it.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 973-974

5. Deriving the rotation equations

Section

Section 1

6. Polar coordinates make it four lines

Concept

Write the point in polar form in each frame. Both use the same distance, since the origin is shared, and the angles differ by the rotation. Expanding with the sum formulas gives the theorem.

The reverse system comes from solving the first for x-prime and y-prime, which the book does with a two by two matrix whose determinant is the Pythagorean Identity and therefore 1.

Figure (svg): The original axes with a second pair rotated counter-clockwise through an angle, and a single point carrying coordinates in both systems

One point, one distance, two angles differing by the rotation. That is the whole setup, and the sum formulas finish it.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 973-974

7. Both systems

Picture it

One converts equations and one converts points.

Figure (svg): The two systems of rotation equations, one converting from the new coordinates to the old and one from the old to the new

Notice the second system is the first with theta replaced by its negative, which is exactly what undoing a rotation should look like.

8. Worked example: the derivation

Worked example

The whole proof, using nothing but the sum formula for cosine.

\[ \text{Derive } x = x'\cos(\theta) - y'\sin(\theta). \]

Write x in the old frame

Why: The angle from the old x-axis is theta plus phi.

\[ x = r \cos(\theta + p h) \]

Expand with the sum formula

Why: Cosine of a sum.

\[ = r \cos \theta \cos p h - r \sin \theta \sin p h \]

Regroup the factors

Why: Pair each r with the phi function.

\[ = (r \cos p h) \cos \theta - (r \sin p h) \sin \theta \]

Recognise the brackets

Why: They are the new coordinates.

\[ x = x' \cos \theta - y' \sin \theta \]

Figure (svg): The solution to Worked example the derivation shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ x = x'\cos(\theta) - y'\sin(\theta) \]

Verify: test with no rotation

Why: Setting theta to zero gives x equal to x-prime times 1 minus y-prime times 0, so x equals x-prime. With no rotation the two frames coincide, which is what the formula reports.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 973-974

9. Which system do you need?

Sorting

One converts equations and one converts points.

Sort into buckets

Sort each task.

old to new: x' = x cos + y sin
find the new coordinates of a given point; convert an equation in the primed variables back to x and y
new to old: x = x' cos - y' sin
convert an equation in x and y to one in the primed variables; find the old coordinates from the new ones
on
Both produce the primed coordinates from the unprimed ones, either as a point's new address or as the substitution needed to rewrite a primed equation in the original variables.
no
Both go the other way. Converting an equation in x and y requires replacing x and y, and those replacements are exactly the new-to-old formulas.

10. Worked example: rotating a point

Worked example

Example 11.6.1, part 1. The axes turn through pi over 3.

\[ \text{With } \theta = \tfrac{\pi}{3}, \text{ find the new coordinates of } P(2, -4). \]

Use the old-to-new system

Why: The second pair of equations.

\[ x' = x \cos \theta + y \sin \theta \]

Substitute for x-prime

Why: Two cosine 60 plus negative four sine 60.

\[ x' = 1 - 2 \sqrt{3} \]

Substitute for y-prime

Why: Negative two sine 60 plus negative four cosine 60.

\[ y' = -\sqrt{3} - 2 \]

Approximate for the sketch

Why: To check the answer looks right.

\[ (-2.46, -3.73) \]

Figure (svg): The solution to Worked example rotating a point shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ P(x', y') = \left(1 - 2\sqrt{3}, \; -2 - \sqrt{3}\right) \approx (-2.46, -3.73) \]

Verify: convert back

Why: Using the new-to-old system, x equals one minus two root three times one half, minus negative two minus root three times root three over two, which works out to 2. The same computation for y gives negative 4. The round trip returns the original point.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 975-975

11. Trap: using the wrong system for the job

Trap

The trap

\[ \text{convert } x^2 - y^2 = 4 \text{ by substituting } x' = x\cos\theta + y\sin\theta \]

Substitute the old-to-new formulas into the equation

Why: They are the ones expressing the new variables, which is where the equation is going.

But substituting into an equation replaces the variables that appear in it. The equation contains x and y, so it is x and y that must be replaced — by the new-to-old formulas.

The fix

\[ x = x'\cos\theta - y'\sin\theta, \quad y = x'\sin\theta + y'\cos\theta \]

Substitute expressions for the variables that actually appear

Why: The equation is in x and y, so replace x and y.

The rule that settles it every time: to convert an equation, substitute for the variables it contains; to convert a point, use the formulas that produce the coordinates you want. Those are opposite systems, which is why the theorem states both.

12. Finish the rotation

Faded example

The axes turn through pi over 4. Find the new coordinates of (3, 5).

Fill in the blanks

x' = 3\cos\tfrac82 + 5\sin\tfrac______ = ___\tfrac___}___, \quad y' = -3\sin\tfrac______ + 5\cos\tfrac______ = ___\tfrac___}___

Why: Both the sine and cosine of pi over 4 are root two over two, so the coefficients simply add and subtract: 3 plus 5 is 8, and negative 3 plus 5 is 2. A 45 degree rotation is the one case where both trigonometric values coincide, which is why it produces such clean arithmetic.

13. Predict before you compute

Prediction

A point is rotated to a new frame and then the frame is rotated back.

Predict first

What must the composition of the two systems be?

  • A rotation by twice theta
  • The identity
  • A reflection
  • It depends on the point

Correct: The identity.

Why: Rotating by theta and then by negative theta returns every point to where it started, so the composition must leave every coordinate unchanged. This is the algebraic content of the determinant being 1 and the inverse matrix being the transpose: the second system is the first with theta negated, and the two undo each other exactly. It is also the check to run on any rotation calculation.

14. Why does polar form make this easy?

Socratic

Deriving the equations directly from the geometry would take a page of similar triangles.

Discussion prompt

What does the polar description supply that the rectangular one does not?

Hint: What stays the same when the axes rotate?

Answer:

Polar coordinates separate what changes from what does not. Rotating the axes leaves the distance from the origin completely untouched and changes only the angle, and it changes that angle by a fixed amount.

So in polar form the transformation is subtract theta from the angle and leave r alone — as simple as a transformation can be. All the complexity of the rectangular formulas is the cost of translating that one simple statement back into x and y.

This is a general moral worth taking: choose coordinates in which the transformation is simple, do the work there, and translate back. The rectangular formulas look complicated because they are describing a simple operation in an unsuitable language.

15. Rotating an equation

Section

Section 2

16. Substitute and grind

Concept

To convert an equation, replace every x and y by their expressions in the primed variables and expand. The algebra is heavy but entirely routine, and the reward is an equation in standard form.

The book does not print the full computation and encourages you to do it. That is worth taking seriously once: the mechanism is only convincing after you have watched the cross terms cancel.

Figure (svg): A tilted ellipse whose equation contains a cross term, shown alongside the same ellipse in a rotated frame where the cross term has vanished

The cross term is not a feature of the curve. It is a symptom of looking at the curve through the wrong axes.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 975-976

17. Before and after

Picture it

The same ellipse, seen through two sets of axes.

Figure (svg): A tilted ellipse whose equation contains a cross term, shown alongside the same ellipse in a rotated frame where the cross term has vanished

The cross term is not a feature of the curve. It is a symptom of looking at the curve through the wrong axes.

The curve did not move. Only the frame did, and the cross term was the record of the mismatch between the frame and the curve.

18. Worked example: a tilted ellipse

Worked example

Example 11.6.1, part 2. The rotation angle is given.

\[ \text{Convert } 21x^2 + 10xy\sqrt{3} + 31y^2 = 144 \text{ using } \theta = \tfrac{\pi}{3}. \]

Write the substitutions

Why: With cosine pi over 3 equal to one half.

\[ x = x' / 2 - y' \sqrt{3} / 2 \]

Square each and form the cross product

Why: Three expansions to do carefully.

\[ x ^{2}, x y, y ^{2} \]

Substitute and collect

Why: The cross terms cancel.

\[ 36(x') ^{2} + 16(y') ^{2} = 144 \]

Divide to standard form

Why: By 144.

\[ (x') ^{2} / 4 + (y') ^{2} / 9 = 1 \]

Figure (svg): The solution to Worked example a tilted ellipse shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \frac{(x')^2}{4} + \frac{(y')^2}{9} = 1 \]

Verify: read off the features

Why: The larger denominator is under y-prime squared, so the major axis lies along the y-prime axis with vertices at 0 comma plus or minus 3, and the minor axis endpoints are at plus or minus 2 comma 0. In the original frame, the major axis is the line through the origin at pi over 3 plus pi over 2.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 975-976

19. Finish the substitution

Faded example

With theta equal to pi over 4, both trigonometric values are root two over two.

Fill in the blanks

x = \tfrac-}-(x' - y') \;\Longrightarrow\; x^2 = \tfrac______ ___ x'y' + \tfrac______, \quad xy = \tfrac______ ___ \tfrac______

Why: Squaring the difference gives a negative cross term, and the product xy comes out with no cross term at all, since the two middle contributions cancel. That second fact is why a 45 degree rotation is so clean, and it is exactly what makes the equal-coefficient case easy.

20. Worked example: a tilted hyperbola

Worked example

Example 11.6.2, part 1. Here the linear terms survive and must be completed.

\[ \text{Graph } 5x^2 + 26xy + 5y^2 - 16x\sqrt{2} + 16y\sqrt{2} - 104 = 0. \]

Find the angle

Why: A and C are equal so the cotangent is zero.

\[ \theta = \frac{\pi}{4} \]

Substitute

Why: Both trigonometric values are root two over two.

Collect

Why: The cross term cancels; a linear term in y-prime survives.

\[ 18(x') ^{2} - 8(y') ^{2} + 32 y' - 104 = 0 \]

Complete the square in y-prime

Why: And divide to standard form.

\[ (x') ^{2} / 4 - (y' - 2) ^{2} / 9 = 1 \]

Figure (svg): The solution to Worked example a tilted hyperbola shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \frac{(x')^2}{4} - \frac{(y'-2)^2}{9} = 1 \]

Verify: check the features

Why: The positive term is in x-prime, so the hyperbola opens in the x-prime direction with vertices at plus or minus 2 comma 2 and asymptotes of slope plus or minus three halves through the centre. Note both original squared coefficients were positive, and the curve is nonetheless a hyperbola.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 977-978

21. Find the error: squaring the substitution termwise

Error analysis

A student substitutes into a squared term.

Annotate

On: \( x = \tfrac{x'}{2} - \tfrac{y'\sqrt{3}}{2} \;\Longrightarrow\; x^2 = \tfrac{(x')^2}{4} - \tfrac{3(y')^2}{4} \)

  • The two squared terms are correct, and easy to get right.
  • But the cross term from the binomial square is missing entirely.
  • The square of a difference has three terms, not two.
  • The missing middle term is exactly the one that cancels against the others.
  • Without it the whole method fails silently, producing a wrong equation.

The cross terms from each squared substitution are the whole point of the exercise, since their cancellation is what removes the x-prime y-prime term. Dropping them removes the mechanism along with the labour.

22. Predict before you compute

Prediction

An equation has A equal to C, so its two squared coefficients agree.

Predict first

What rotation angle removes the cross term?

  • 0
  • pi/6
  • pi/4
  • pi/3

Correct: pi/4.

Why: The condition is that the cotangent of twice theta equals A minus C over B, and when A equals C the numerator is zero. So the cotangent of twice theta is zero, giving twice theta equal to pi over 2 and theta equal to pi over 4. This is a case worth recognising by sight, since it makes all the subsequent arithmetic clean.

23. What survives the rotation?

Sorting

Rotation changes some features of a conic and preserves others.

Sort into buckets

Sort each property.

Unchanged
the lengths of the axes; the eccentricity
Changed
the direction of the major axis; the coefficients in the equation
keep
Both are intrinsic to the curve's shape and size. Rotation is a rigid motion, so it moves the curve without stretching it, and every measurement internal to the curve survives.
change
Both are measured relative to the axes. The major axis points somewhere different relative to the new frame, and the coefficients describe the curve in that frame, so both must change.

24. Push the boundary

Edge cases

The method assumes an angle exists that removes the cross term.

Discussion prompt

What happens if B is already zero, and does the theorem still say anything?

Hint: What does the condition become?

Answer:

If B is zero there is nothing to remove — the equation is already in a frame aligned with the conic's axes, and the standard forms from earlier apply directly.

The theorem explicitly assumes B is not zero, because the condition involves dividing by B. That exclusion is a genuine one rather than a formality.

Geometrically it means the conic's axes are already parallel to the coordinate axes, so the correct rotation is by zero. The cross term is precisely the measure of how far the frame is from the curve's own axes, and B equal to zero says the mismatch is already gone.

25. Finding the angle

Section

Section 3

26. The condition that kills the cross term

Concept

Substitute the rotation formulas into the general second-degree equation, collect the coefficient of the cross term, and set it to zero. Two double-angle identities reduce the result to a single condition.

Theorem 11.10 — The equation with a non-zero cross-term coefficient B can be transformed into one with no cross term by rotating counter-clockwise through any angle theta satisfying the cotangent condition.

\[ \cot(2\theta) = \frac{A - C}{B} \]

The justification for the division is the same Pythagorean argument used twice already in this chapter, and it is worth recognising as a recurring move rather than a new trick.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 976-977

27. Two routes from the condition

Picture it

What you actually need is the cosine and sine, not the angle itself.

Figure (svg): The two routes from the cotangent condition to the sine and cosine of the rotation angle: directly via the arccotangent and half-angle identities, or via the double-angle identity for tangent

Two ways to the same pair of numbers. The second avoids the half-angle identities entirely.

Route two turns the condition into a quadratic in the tangent of theta, whose acute root builds a right triangle from which both values are read directly.

28. Worked example: the derivation of the condition

Worked example

Collecting the cross-term coefficient and setting it to zero.

\[ \text{Show the cross term vanishes when } \cot(2\theta) = \tfrac{A-C}{B}. \]

Collect the cross-term contributions

Why: From the three quadratic terms.

Apply the double angle identities

Why: Twice cosine sine is the sine of twice the angle.

Set to zero and rearrange

Why: Group the sine terms.

Divide, after justifying

Why: By B and by the sine of twice theta.

Figure (svg): The solution to Worked example the derivation of the condition shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \cot(2\theta) = \frac{A - C}{B} \]

Verify: justify the division

Why: If the sine of twice theta were zero, the equation would force B times the cosine of twice theta to be zero, and since B is non-zero the cosine would have to vanish too. No angle has both, so the sine of twice theta is non-zero on the solution set and the division is safe.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 976-977

29. Finish the angle calculation

Faded example

For 3x squared plus 4xy plus 3y squared equal to 5, find the rotation angle.

Fill in the blanks

\cot(2\theta) = \frac0pi/4 = ___ \;\Longrightarrow\; 2\theta = \tfrac______ \;\Longrightarrow\; \theta = ___

Why: Equal squared coefficients make the numerator zero, so the cotangent of twice theta is zero and twice theta is a right angle. This case is worth spotting immediately, since it is common and produces the cleanest possible substitutions.

30. Worked example: an angle that is not standard

Worked example

Example 11.6.2, part 2. The book's preferred route.

\[ \text{For } 16x^2 + 24xy + 9y^2 + 15x - 20y = 0, \text{ find } \cos\theta \text{ and } \sin\theta. \]

Compute the cotangent

Why: A minus C over B.

Invert and use the double angle for tangent

Why: Twice the tangent over one minus its square.

\[ 24 \tan ^{2} + 14 \tan - 24 = 0 \]

Factor and take the acute root

Why: Two factors, one positive root.

\[ \tan \theta = \frac{3}{4} \]

Build the right triangle

Why: Legs 3 and 4, hypotenuse 5.

\[ \cos = \frac{4}{5}, \sin = \frac{3}{5} \]

Figure (svg): The solution to Worked example an angle that is not standard shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \tan\theta = \tfrac{3}{4} \;\Longrightarrow\; \cos\theta = \tfrac{4}{5}, \; \sin\theta = \tfrac{3}{5} \]

Verify: finish the problem

Why: Substituting these gives 25 times x-prime squared minus 25 y-prime equal to zero, so y-prime equals x-prime squared — a parabola with vertex at the origin opening along the positive y-prime axis. A clean result from an unpromising equation.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 978-978

31. Trap: taking the negative root of the tangent

Trap

The trap

\[ 2(3\tan\theta + 4)(4\tan\theta - 3) = 0 \;\Longrightarrow\; \tan\theta = -\tfrac{4}{3} \]

Take either root, since both satisfy the original condition

Why: Both genuinely do satisfy the cotangent equation.

But the negative root gives an obtuse angle, which rotates the axes further than necessary and produces a correct but awkward frame with the roles of the two axes swapped.

The fix

\[ \tan\theta = \tfrac{3}{4} \;\Longrightarrow\; \theta = \arctan\left(\tfrac{3}{4}\right), \text{ acute} \]

Choose the acute angle

Why: It is always available and it keeps the frame in the natural orientation.

Both answers are legitimate rotations that remove the cross term. Choosing the acute one is a convention, adopted so that different people solving the same problem produce comparable frames — the same reason the standard polar range exists.

32. Predict before you compute

Prediction

You need the cosine and sine of the rotation angle, and the cotangent of twice theta is not a common value.

Predict first

Which route is less work?

  • Arccotangent, then half-angle identities
  • Double angle for tangent, then a right triangle
  • They are equivalent
  • Neither works; a decimal approximation is required

Correct: Double angle for tangent, then a right triangle.

Why: Turning the condition into a quadratic in the tangent of theta gives an exact rational value for that tangent, from which a right triangle supplies exact values for the cosine and sine. The arccotangent route obtains theta itself and then needs half-angle identities with their sign decisions to reach the same two numbers. The book adopts the second route for exactly this reason, and no decimal approximation is needed by either.

33. Match each equation to its rotation angle

Matching

The cotangent condition decides.

Match the pairs

  • l1. A = 5, B = 26, C = 5
  • l2. A = 21, B = 10 root 3, C = 31
  • l3. A = 16, B = 24, C = 9
  • l4. A = 3, B = 0, C = 7
  • r1. cot 2th = 0, so th = pi/4
  • r2. cot 2th = -root 3 / 3, so th = pi/3
  • r3. cot 2th = 7/24, an uncommon value
  • r4. no rotation needed

Why: The first has equal squared coefficients, giving the standard 45 degree case. The second gives negative ten over ten root three, which simplifies to the cotangent of two thirds of pi and so theta is pi over 3. The third gives a value requiring inverse functions. The fourth has no cross term at all, so the theorem does not apply and no rotation is wanted.

34. Say it in your own words

Explain it to yourself

The condition involves the cotangent of twice theta rather than of theta.

Discussion prompt

Explain where the doubling comes from, and why that is natural rather than accidental.

Hint: Which identities were used in the derivation?

Answer:

The doubling comes from the double angle identities. The cross-term coefficient contains products of a cosine and a sine of theta, and twice such a product is the sine of twice theta; it also contains the difference of their squares, which is the cosine of twice theta.

So the whole coefficient is naturally an expression in twice theta, and the condition it produces is about twice theta too.

This is not accidental. A rotation by theta and a rotation by theta plus pi produce the same pair of axes, just relabelled, so any condition on the axes can only see theta up to a half turn — which is to say, it can only see twice theta. The doubling in the formula is the algebra reflecting that geometric fact, and it also explains why the condition has more than one acute-looking solution.

35. The two hard examples

Section

Section 4

36. Both squared coefficients positive, and neither is an ellipse

Concept

The old rule of thumb — read the conic off the signs of the squared coefficients — fails completely once a cross term is present. Both worked examples have positive coefficients, and one is a hyperbola and the other a parabola.

This is a genuine loss. Everything learned about reading a conic off its equation applies only when the frame happens to be aligned with the curve, and a cross term is the announcement that it is not.

Figure (svg): Two columns contrasting what the coefficients of the squared terms tell you when there is no cross term against when there is one

The two worked examples of this lesson both have positive coefficients on the squared terms, and one is a hyperbola while the other is a parabola.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 977-979

37. What the coefficients do and do not tell you

Picture it

The left column is what you knew. The right column is what a cross term costs.

Figure (svg): Two columns contrasting what the coefficients of the squared terms tell you when there is no cross term against when there is one

The two worked examples of this lesson both have positive coefficients on the squared terms, and one is a hyperbola while the other is a parabola.

Every instinct built on the left column has to be suspended once B is non-zero, which is the practical reason the discriminant matters.

38. Worked example: the hyperbola case in full

Worked example

Example 11.6.2, part 1, completed and read.

\[ \text{Read the features of } \frac{(x')^2}{4} - \frac{(y'-2)^2}{9} = 1. \]

Identify the centre

Why: In the primed frame.

\[ (0, 2) \]

Identify the opening direction

Why: The positive term is in x-prime.

Find the vertices

Why: Two units either side of the centre.

\[ (+- 2, 2) \]

Find the asymptote slopes

Why: Three over two.

\[ \text{slope } +- \frac{3}{2} \]

Figure (svg): The solution to Worked example the hyperbola case in full shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ \text{centre } (0, 2), \; \text{vertices } (\pm 2, 2), \; y' = \pm\tfrac{3}{2}x' + 2 \]

Verify: state the frame explicitly

Why: Every one of those coordinates is in the primed frame, which is the original rotated by 45 degrees. Reporting them without saying so would be wrong, since the centre is not at 0 comma 2 in the original coordinates. Naming the frame is part of the answer.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 977-978

39. Rule out the true statements

Two truths and a lie

Three of these are true and one is false.

Eliminate the wrong options

One of these statements about conics with a cross term is wrong.

  • A. A rotation exists removing the cross term from any such equation.
  • B. Positive coefficients on both squared terms imply an ellipse.
  • C. Rotation preserves the eccentricity of the conic.
  • D. The cross term measures the mismatch between the frame and the curve's own axes.

Survives elimination: B

Why: Statement B is false, and both worked examples of this lesson refute it. The equation with coefficients 5 and 5 is a hyperbola and the one with 16 and 9 is a parabola, though all four numbers are positive. The rule holds only when the cross-term coefficient is zero.

40. Worked example: the parabola case in full

Worked example

Example 11.6.2, part 2. An unpromising equation with a very clean answer.

\[ \text{Complete the reduction of } 16x^2 + 24xy + 9y^2 + 15x - 20y = 0. \]

Use the values found earlier

Why: Cosine four fifths and sine three fifths.

\[ x = \frac{4 x' - 3 y'}{5} \]

Substitute and expand

Why: All three quadratic expansions.

Collect

Why: The quadratic terms collapse to one.

\[ 25(x') ^{2} - 25 y' = 0 \]

Divide

Why: By 25.

\[ y' = (x') ^{2} \]

Figure (svg): The solution to Worked example the parabola case in full shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ y' = (x')^2 \]

Verify: check the classification independently

Why: The discriminant is 24 squared minus 4 times 16 times 9, which is 576 minus 576, exactly zero. Zero discriminant means a parabola, agreeing with the reduction — and available before any of the algebra was done.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 978-978

41. Find the error: classifying from the squared coefficients

Error analysis

A student looks at the equation before rotating.

Annotate

On: \( 5x^2 + 26xy + 5y^2 - 16x\sqrt{2} + 16y\sqrt{2} - 104 = 0 \;\Longrightarrow\; \text{both positive, so an ellipse} \)

  • The rule being applied is correct for equations with no cross term.
  • But this equation has a cross term with coefficient 26, which is large.
  • The rotation reveals coefficients 18 and negative 8, of opposite signs.
  • So the curve is a hyperbola, not an ellipse.
  • The discriminant, 576, is positive and would have said so immediately.

The signs of A and C describe the equation in the frame it happens to be written in. When that frame is tilted relative to the curve, they describe nothing about the curve at all.

42. Predict before you compute

Prediction

A rotation reduces an equation to a standard form with a centre at 0 comma 2.

Predict first

Where is the centre in the original coordinates?

  • At (0, 2)
  • At (2, 0)
  • At the point (0, 2) converted back through the rotation
  • At the origin

Correct: At the point (0, 2) converted back through the rotation.

Why: The coordinates 0 comma 2 describe the centre in the rotated frame. Converting back requires the new-to-old system: x equals 0 times cosine minus 2 times sine, and y equals 0 times sine plus 2 times cosine. Reporting 0 comma 2 as though it were an original coordinate is a common and serious slip, and naming the frame in every answer prevents it.

43. Which frame is the answer in?

Sorting

Rotation produces answers in the primed frame unless converted back.

Sort into buckets

Sort each quantity by whether it needs converting before being reported in the original frame.

Needs converting
the coordinates of the centre; the coordinates of a vertex
Frame-independent
the length of the major axis; the eccentricity
conv
Both are locations, and a location's coordinates depend entirely on which axes they are measured against. Each must be run back through the rotation before being reported in the original frame.
same
Both are intrinsic measurements of the curve rather than positions in a frame. A rotation is rigid, so lengths and ratios are the same number in either frame.

44. Break the claim

Counterexample

A student proposes: an equation whose squared terms both have positive coefficients cannot describe a hyperbola.

Discussion prompt

Give a counterexample, and say precisely when their rule is safe.

Hint: Try the simplest possible cross term.

Answer:

Take x squared plus 4xy plus y squared equal to 1. Both squared coefficients are positive, but the discriminant is 16 minus 4, namely 12, which is positive — so the curve is a hyperbola. Rotating by 45 degrees turns it into 3 times x-prime squared minus y-prime squared equal to 1, which is unmistakably one.

The rule is safe exactly when the cross-term coefficient is zero. Then the equation is already in a frame aligned with the curve's axes, and the signs of the squared coefficients genuinely describe the curve.

The general moral is worth stating plainly: a rule read off an equation is really a rule about the frame the equation is written in. When the frame changes, the rule may say nothing at all, and the discriminant exists precisely because it is one quantity that does not care which frame you chose.

45. The discriminant

Section

Section 5

46. Three coefficients decide the shape

Concept

The quantity B squared minus 4AC classifies any non-degenerate conic, and it does so without any rotation being performed. Its sign is the opposite of the sign of the product of the rotated squared coefficients.

Theorem 11.11 — For a non-degenerate conic: a positive discriminant gives a hyperbola, a zero discriminant gives a parabola, and a negative discriminant gives an ellipse or circle.

\[ B^2 - 4AC = -4A'C' \]

The proof runs on the power reduction formulas and the cotangent condition, and every trigonometric term cancels by the end. That the answer contains no theta at all is the point: the discriminant does not depend on the frame.

Figure (svg): The three cases of the discriminant of a general second-degree equation, each labelled with the conic it identifies

The same expression that classifies the roots of a quadratic classifies the conic, and the coincidence is not a coincidence.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 979-981

47. The three cases

Picture it

One computation, three outcomes, no rotation.

Figure (svg): The three cases of the discriminant of a general second-degree equation, each labelled with the conic it identifies

The same expression that classifies the roots of a quadratic classifies the conic, and the coincidence is not a coincidence.

Running this first costs one line and tells you what to expect from a page of algebra, which makes it a check as well as a shortcut.

48. Worked example: classifying three conics

Worked example

Example 11.6.3. The three equations from the lesson, classified in one line each.

\[ \text{Classify the three worked equations by their discriminants.} \]

First equation

Why: A is 21, B is ten root three, C is 31.

\[ 300 - 2604 = -2304 \]

Second equation

Why: A is 5, B is 26, C is 5.

\[ 676 - 100 = 576 \]

Third equation

Why: A is 16, B is 24, C is 9.

\[ 576 - 576 = 0 \]

Read the signs

Why: Negative, positive, zero.

Figure (svg): The solution to Worked example classifying three conics shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ -2304 < 0: \text{ ellipse}; \quad 576 > 0: \text{ hyperbola}; \quad 0: \text{ parabola} \]

Verify: compare against the reductions

Why: The first reduced to an ellipse in standard form, the second to a hyperbola, and the third to a parabola. All three agree with the discriminant, which took one line each against a page each.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 981-981

49. Finish the classification

Faded example

Classify the conic 2x squared plus 5xy plus 2y squared minus 7 equal to 0.

Fill in the blanks

B^2 - 4AC = 25 - 4(2)(2) = 9, \texthyperbola ___

Why: The discriminant is 25 minus 16, namely 9, which is positive. So the curve is a hyperbola — despite both squared coefficients being positive and equal, which under the old rule would have suggested a circle.

50. Worked example: why the sign flips

Worked example

The key line of the proof, in outline.

\[ \text{Explain why } B^2 - 4AC \text{ has the opposite sign to } A'C'. \]

Write the rotated coefficients

Why: Using the power reduction formulas.

\[ 2 A'\text{ and } 2 C' \]

Form their product

Why: A difference of squares plus cross terms.

\[ 4 A' C' \]

Substitute the cotangent condition

Why: Twice, together with the Pythagorean Identity.

Read the result

Why: The product is 4AC minus B squared.

\[ 4 A' C' = 4 AC - B ^{2} \]

Figure (svg): The solution to Worked example why the sign flips shown as a ladder of expressions, one row per legal move

The whole solution at once: each drop is one legal move.

\[ 4A'C' = 4AC - B^2 \;\Longrightarrow\; B^2 - 4AC = -4A'C' \]

Verify: check against a known case

Why: For the hyperbola, the rotated coefficients were 18 and negative 8, whose product is negative 144, so negative four times that is 576. The discriminant computed directly was also 576. The identity holds.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 979-980

51. Trap: applying the discriminant to a degenerate case

Trap

The trap

\[ x^2 + 2xy + y^2 = 0 \;\Longrightarrow\; B^2 - 4AC = 4 - 4 = 0 \;\Longrightarrow\; \text{a parabola} \]

Compute the discriminant and read off the conic

Why: The computation is correct and the discriminant is genuinely zero.

But the equation factors as x plus y all squared equal to zero, so its graph is the single line y equals negative x. That is a degenerate case, and the theorem explicitly excludes them.

The fix

Check for degeneracy first, by looking for a factorisation or for an empty solution set.

The theorem's hypothesis is that the equation describes a non-degenerate conic — a genuine circle, parabola, ellipse or hyperbola. Degenerate cases give points, lines, pairs of lines, or nothing.

This is why the hypothesis is stated rather than assumed. A discriminant tells you which family a genuine conic belongs to; it does not tell you that you have one.

52. Which conic?

Sorting

Compute the discriminant and read the sign.

Sort into buckets

Sort each equation.

Hyperbola
A = 1, B = 4, C = 1
Parabola
A = 1, B = 2, C = 1; A = 9, B = 12, C = 4
Ellipse or circle
A = 4, B = 2, C = 4
hyp
Sixteen minus 4 is 12, which is positive, so the curve is a hyperbola.
par
In both, the discriminant is exactly zero: 4 minus 4, and 144 minus 144. A zero discriminant marks a parabola, provided the conic is non-degenerate.
ell
Four minus 64 is negative 60, so the curve is an ellipse or a circle. Which of the two requires looking beyond the discriminant.

53. Predict before you compute

Prediction

You rotate a conic through the angle that removes the cross term, then compute the discriminant of the new equation.

Predict first

How does it compare with the original discriminant?

  • It is zero, since B is now zero
  • It is the same number
  • It has the opposite sign
  • It cannot be computed

Correct: It is the same number.

Why: With the cross term gone, the new discriminant is 0 minus 4 A-prime C-prime, and the proof of the theorem shows that this equals B squared minus 4AC exactly. The discriminant is unchanged by rotation, which is precisely why it can classify the conic without one. A quantity that survives the transformation is what any such shortcut has to be built from.

54. Where else this shows up

Real world

A structural engineer analysing stress at a point in a loaded beam gets a two by two array of numbers: two normal stresses and a shear stress. Rotating the coordinate frame changes all three, and there is one orientation, called the principal axes, at which the shear vanishes.

Discussion prompt

Explain the correspondence with this lesson, and say what the discriminant becomes.

Hint: Which of the three numbers plays the role of the cross-term coefficient?

Answer:

The shear stress plays the role of B, and the two normal stresses are A and C. Finding the principal axes is finding the rotation that makes the shear zero, and the angle is given by exactly the same cotangent condition — engineers write it as a tangent of twice theta, which is the same equation rearranged.

The discriminant becomes a frame-independent measure of the stress state, one of the quantities engineers call invariants. Whether it is positive, zero or negative distinguishes genuinely different physical situations, in the same way it distinguishes hyperbola from parabola from ellipse.

The construction is drawn as Mohr's circle, and its geometry is the doubling in the cotangent of twice theta made visible: a rotation of the physical axes by theta moves the point on the circle by 2 theta. Every engineering student meets it, usually without being told it is the same theorem as this one.

The general point worth carrying: the interesting quantities are the ones that survive a change of frame. The coefficients A, B and C describe the equation you happened to write; the discriminant describes the situation itself, and that is why both a mathematician and an engineer end up computing it.

55. Before and after the rotation

Comparison

Fill the blanks from memory. The last row is the one that makes the rest optional.

Comparison matrix

Before rotatingAfter rotating
the equationhas a cross termno cross term
reading the conic off the signsunreliablereliable, as in earlier chapters
the curve itselfunchangedunchanged
the discriminantthe same number either waynow equal to -4 A' C'

The third and fourth rows say the same thing from two directions. The curve does not care which frame you use, so any quantity describing the curve rather than the equation must be unchanged by rotation.

56. The procedure, in order

Pattern

Five moves, and the first one may make the rest unnecessary.

  1. Compute the discriminant B squared minus 4AC. Its sign classifies the conic immediately, and gives you something to check the later work against.
  2. If a graph is wanted, find the rotation angle from the condition that the cotangent of twice theta equals A minus C over B, taking the acute solution.
  3. Get the cosine and sine of that angle. If the cotangent is a common value, read them off; otherwise use the double angle identity for tangent and build a right triangle.
  4. Substitute for x and y using the new-to-old formulas, expand every squared term completely, and collect. The cross term should vanish.
  5. Complete the square if linear terms survive, read off the features in the primed frame, and say explicitly which frame the answer is in.

The discriminant is unchanged by rotation, so it can be recomputed after step 4 as a check.

OpenStax Algebra and Trigonometry 2e, §12.4 Rotation of Axes §12.4

57. Check yourself 1 of 3

Check

The rotation angle.

Check your understanding

For the equation 7x squared plus 6xy minus y squared equal to 4, what does the cotangent of twice the rotation angle equal?

  • A. 4/3 (correct)
  • B. 3/4
  • C. 6/8
  • D. -4/3

Answer: A

Why: The condition is A minus C over B, with A equal to 7, B equal to 6 and C equal to negative 1. So the numerator is 7 minus negative 1, which is 8, and the quotient is 8 over 6, namely four thirds.

Why B tempts people
Three quarters is the reciprocal, which would be the tangent of twice theta rather than the cotangent.
Why C tempts people
Six over eight inverts the roles of the numerator and denominator, putting B on top.
Why D tempts people
The sign is wrong, which would follow from subtracting in the wrong order — C minus A rather than A minus C.

58. Check yourself 2 of 3

Check

The discriminant.

Check your understanding

Classify the conic 4x squared minus 4xy plus y squared plus 3x minus 2 equal to 0.

  • A. An ellipse
  • B. A parabola (correct)
  • C. A hyperbola
  • D. A circle

Answer: B

Why: The discriminant is negative 4 squared minus 4 times 4 times 1, which is 16 minus 16, exactly zero. A zero discriminant identifies a parabola, and the presence of a linear term rules out the degenerate case of a repeated line.

Why A tempts people
An ellipse would need a negative discriminant, and this one is zero.
Why C tempts people
A hyperbola would need a positive discriminant.
Why D tempts people
A circle is a special ellipse and would likewise need a negative discriminant, as well as equal squared coefficients with no cross term.

59. Check yourself 3 of 3

Check

Frames and answers.

Check your understanding

A rotation by 30 degrees reduces a conic to a standard ellipse with vertices at (0, ±3) in the primed frame. What is true of the original curve?

  • A. Its vertices are at (0, ±3)
  • B. Its major axis has length 6 and points 120 degrees from the positive x-axis (correct)
  • C. Its major axis has length 3
  • D. It is a circle of radius 3

Answer: B

Why: The length 6 is intrinsic and survives the rotation. The direction does not: the major axis lies along the y-prime axis, which is the y-axis rotated by 30 degrees, and so points at 90 plus 30, namely 120 degrees.

Why A tempts people
Those are the primed coordinates. In the original frame the vertices are elsewhere, and reporting them without converting is the standard slip.
Why C tempts people
Three is the semi-axis, half the length of the full major axis.
Why D tempts people
A circle would require equal semi-axes; only one of them is given here as 3.

60. Where this shows up outside the textbook

Real world

A machine-learning practitioner has a cloud of two-dimensional data points that are strongly correlated: the cloud is a tilted elliptical blob. They want to describe it with two uncorrelated coordinates, one along the direction of greatest spread and one perpendicular to it.

Discussion prompt

Explain what they are doing in the language of this lesson, and what the cross term corresponds to.

Hint: What quantity are they trying to make zero?

Answer:

The cloud's shape is captured by a quadratic form in x and y, and the cross term is the correlation. Making it zero is exactly the problem of this lesson, and the angle that does it is found from the same condition.

The rotated axes are called the principal components, and the practitioner then keeps the one along the direction of greatest spread and often discards the other. That is dimensionality reduction, and it is a rotation of axes followed by a projection.

The eigenvalues of the associated matrix are the rotated coefficients A-prime and C-prime, and their product is what the discriminant measures. A near-zero smaller eigenvalue means a nearly degenerate blob — a cloud that is effectively one-dimensional, which is exactly the condition that makes the reduction worthwhile.

The same mathematics appears again as the moment of inertia tensor in mechanics, as stress in a beam, and as the covariance matrix in statistics. All four are asking for the frame in which a symmetric two-index quantity becomes diagonal, and all four solve it by rotating until the cross term dies.

61. How sure are you?

Commit first

Answer, then rate your confidence honestly. Confident and wrong is the combination worth finding.

Predict first

An equation has A and C both positive and a large positive B. What can you conclude about the conic?

  • It is an ellipse
  • It is a circle
  • Nothing yet; compute the discriminant
  • It is a hyperbola

Correct: Nothing yet; compute the discriminant.

\[ 5x^2 + 26xy + 5y^2 - \cdots = 0: \quad B^2 - 4AC = 576 > 0 \;\Longrightarrow\; \text{hyperbola} \]

Why: With a cross term present, the signs of the squared coefficients carry no information about the conic. A large B makes B squared large, which pushes the discriminant positive and does suggest a hyperbola, but suggest is not conclude — the answer depends on the size of 4AC as well. One subtraction settles it, and nothing short of that does.

62. Explain it to someone a year behind you

Explain it

They have met the standard conic forms and are confused by an equation with an xy term, which matches none of them.

Discussion prompt

In no more than five sentences, explain what the xy term means and what to do about it.

Hint: What is the term telling you about the axes rather than about the curve?

Answer:

The xy term means the curve is tilted relative to your axes. It is not a different kind of curve — it is one of the same four, looked at from an inconvenient angle.

Every standard form assumes the curve's own axes line up with the coordinate axes. The cross term is the measure of how far off that alignment is, and it disappears exactly when the two agree.

So rotate the axes until it does. The angle comes from the cotangent of twice it being A minus C over B, and after substituting, the equation lands in a standard form you already know how to read.

If you only need to know which conic it is, skip all of that and compute B squared minus 4AC. Positive is a hyperbola, zero a parabola, negative an ellipse.

63. Exit ticket

Exit ticket

Name the weakest spot before you close the deck. That is the one worth ten minutes tonight.

Predict first

Which of these would you least want to be handed cold on a quiz tomorrow?

  • Rotating a point between the two frames
  • Finding the angle that removes the cross term
  • Carrying out the substitution and collecting terms
  • Classifying a conic from its discriminant

Correct: Whichever you picked is the right answer — and each one has a specific fix.

Why: Rotating a point is fixed by knowing which of the two systems produces the coordinates you want. Finding the angle is fixed by the cotangent condition plus the double-angle route to the cosine and sine. The substitution is fixed by expanding every binomial square in full, cross terms included. Classifying is fixed by one subtraction. Pick yours and do five of that kind tonight rather than twenty mixed ones.

64. Draw the lesson on one page

Connect it up

Do this on paper. It is worth more than rereading the slides.

Draw it

At the top of the page draw two sets of axes sharing an origin, one rotated from the other, with a point marked and both its angles labelled, and write the four-line derivation of the rotation equation for x beside it. Underneath, write both systems of Theorem 11.9 and note in one line which system converts equations and which converts points. In the middle of the page write the cotangent condition, and beside it the two routes to the cosine and sine of the rotation angle, marking which one the book prefers and why. In the bottom left, take the equation with coefficients 5, 26 and 5, find the angle, and state the standard form it reduces to along with the frame that form is in. In the bottom right, write the three cases of the discriminant, and apply it to all three equations from this lesson. Finally, circle the one quantity on the page that does not change when the axes rotate.

The circled quantity is the discriminant. That it is unchanged by rotation is exactly why it can classify a conic without one being performed, and it is why the proof of Theorem 11.11 ends with every trigonometric term cancelled away.

65. What you can do now

Recap

Five things, and the fifth makes the other four optional whenever only the classification is wanted.

If the question saysYour first move is
Which conic is this?Compute B squared minus 4AC
Graph this equation with a cross termFind the angle from the cotangent condition
The cotangent is not a common valueUse the double angle for tangent, then a right triangle
Convert this pointChoose the system giving the coordinates you want
Report the centre or verticesSay which frame they are measured in

The conics have now been rotated back into shapes you can read. The next lesson takes the opposite approach: rather than repairing the rectangular equation, it redefines all four conics at once by a single ratio, and finds them a polar form in which the eccentricity is visible at a glance.

Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again §11.6, pp. 973-981 — everything on these slides traces back here

Sources

  1. Stitz & Zeager, College Trigonometry, Ch. 11 Applications of Trigonometry — §11.6 Hooked on Conics Again — Stitz & Zeager, College Trigonometry, Version 3 Corrected Edition, July 4 2013, pp. 973-981
  2. OpenStax Algebra and Trigonometry 2e, §12.4 Rotation of Axes

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