Change of Variables & the Jacobian

Switching to polar coordinates introduced a mysterious extra r in dA = r\, dr\, d\theta. That r was no coincidence — it is one instance of a single master formula. For any smooth substitution (u, v) \mapsto (x, y),

\iint_R f(x, y)\, dx\, dy = \iint_S f\big(x(u,v),\, y(u,v)\big)\; |J|\; du\, dv,

where R is the region in the xy-plane, S is its preimage in the uv-plane, and |J| is the absolute value of the Jacobian determinant. This is the multivariable cousin of u-substitution, where the one-dimensional stretch factor \frac{dx}{du} is replaced by a determinant.

Think of it as u-substitution growing up. In one dimension, swapping x for u only ever stretches or squashes a length, so a single number — the derivative dx/du — is enough of an "exchange rate" to keep the integral honest. Step up to two dimensions and a coordinate change stretches a whole patch of area, and in general it stretches it by a different amount in different directions and at different points. One number can no longer capture that; you need the four partial derivatives describing how the two directions distort, bundled into a single number by a determinant. That number is the Jacobian, and the mysterious extra r in polar coordinates was this exchange rate hiding in plain sight the whole time.

The Jacobian: the local area-scaling factor

The Jacobian of the map (u,v) \mapsto (x,y) is the determinant of the matrix of partial derivatives:

J = \frac{\partial(x, y)}{\partial(u, v)} = \det\!\begin{bmatrix} x_u & x_v \\ y_u & y_v \end{bmatrix} = x_u\, y_v - x_v\, y_u.

Why it is exactly the area factor. Take a tiny square in the uv-plane with corner (u, v) and sides du, dv.

Step 1 — see where the two edges go. The edge along u (length du) maps, to first order, to the vector (x_u, y_u)\, du; the edge along v maps to (x_v, y_v)\, dv. The image of the little square is the parallelogram spanned by these two vectors.

Step 2 — area of a parallelogram is a determinant. The area spanned by vectors (a, c) and (b, d) is |ad - bc|. With (a,c) = (x_u, y_u)\,du and (b,d) = (x_v, y_v)\,dv:

\text{image area} = |x_u\, y_v - x_v\, y_u|\; du\, dv = |J|\; du\, dv.

So |J| is precisely the factor by which the map stretches area near a point. A |J| > 1 blows patches up, |J| < 1 shrinks them, and that is why it must appear to keep the integral honest.

Worked example 1 — polar, recovering the r

Let us check the formula against a case we already trust. The polar map is x = r\cos\theta, y = r\sin\theta (so here (u, v) = (r, \theta)).

Step 1 — the four partial derivatives.

x_r = \cos\theta, \quad x_\theta = -r\sin\theta, \quad y_r = \sin\theta, \quad y_\theta = r\cos\theta.

Step 2 — assemble and take the determinant.

J = \det\!\begin{bmatrix} \cos\theta & -r\sin\theta \\ \sin\theta & r\cos\theta \end{bmatrix} = (\cos\theta)(r\cos\theta) - (-r\sin\theta)(\sin\theta).

Step 3 — simplify with \cos^2 + \sin^2 = 1.

J = r\cos^2\theta + r\sin^2\theta = r\,(\cos^2\theta + \sin^2\theta) = r.

Hence dx\, dy = |J|\, dr\, d\theta = r\, dr\, d\theta — exactly the extra r we measured geometrically before. The mystery factor was the Jacobian all along.

Worked example 2 — a linear transform

Consider the linear map x = 2u + v, y = u + 3v (a shear-and-scale of the plane).

Step 1 — partials are just the coefficients.

x_u = 2, \quad x_v = 1, \quad y_u = 1, \quad y_v = 3.

Step 2 — determinant.

J = \det\!\begin{bmatrix} 2 & 1 \\ 1 & 3 \end{bmatrix} = (2)(3) - (1)(1) = 5.

Step 3 — read off the meaning. A linear map has a constant Jacobian: this transform multiplies every area by |J| = 5. The unit square in uv becomes a parallelogram of area 5 in xy, and any region's area is scaled by the same 5:

\operatorname{area}(R) = 5 \cdot \operatorname{area}(S).

Let T:(u,v) \mapsto (x,y) be a smooth, one-to-one map from a region S onto R, with continuous partial derivatives. Then:

It is no accident that area-scaling and the determinant are the same number — they are defined to be. The determinant of a 2\times2 matrix is, by construction, the signed area of the parallelogram its columns span. The sign records orientation: J > 0 if the map preserves the handedness of the plane, J < 0 if it flips it (a reflection). That is why the integral formula takes the absolute value |J| — area is unsigned, so we discard the orientation bit and keep only the magnitude of the stretch.

This also explains the danger zone: where J = 0, the map collapses a patch to zero area (the two image vectors become parallel — the parallelogram degenerates to a segment). There the change of variables breaks down, which is exactly the origin in polar coordinates, where J = r = 0 and all angles \theta pile up onto a single point.

Worked example 3 — a shear that squares up a tilted square

Picture a square standing on one corner, like a diamond, tilted 45° to the axes: its corners sit at (0,0), (1,1), (2,0), (1,-1). The substitution x = \tfrac{1}{2}(u+v), y = \tfrac{1}{2}(u-v) untilts it: it sends that diamond to the plain axis-aligned unit square 0 \le u \le 2,\ 0 \le v \le 2 shrunk to [0,1]\times[0,1] — a shear-and-scale with no rotation left over. How much does area change along the way?

Step 1 — the four partials.

x_u = \tfrac12, \quad x_v = \tfrac12, \quad y_u = \tfrac12, \quad y_v = -\tfrac12.

Step 2 — determinant.

J = \det\!\begin{bmatrix} \tfrac12 & \tfrac12 \\ \tfrac12 & -\tfrac12 \end{bmatrix} = \left(\tfrac12\right)\!\left(-\tfrac12\right) - \left(\tfrac12\right)\!\left(\tfrac12\right) = -\tfrac14 - \tfrac14 = -\tfrac12.

Step 3 — read off the meaning. So |J| = \tfrac12: squaring up the diamond halves area at every point (unsurprising — a diamond with diagonal 2 has area 2, and it lands on a unit square of area 1). The negative sign is the map's signature — it quietly flips orientation while it untilts the square, a detail invisible to the area formula because we take |J|, but one worth noticing.

Worked example 4 — the area of an ellipse falls out for free

Take the linear substitution x = au, y = bv for constants a, b > 0. It stretches the u axis by a factor a and the v axis by a factor b, so it sends the unit circle u^2 + v^2 = 1 onto the ellipse (x/a)^2 + (y/b)^2 = 1. What is the ellipse's area?

Step 1 — the Jacobian. x_u = a,\ x_v = 0,\ y_u = 0,\ y_v = b, so

J = \det\!\begin{bmatrix} a & 0 \\ 0 & b \end{bmatrix} = ab.

Step 2 — apply the area formula with f \equiv 1. The area of the ellipse R is \iint_R 1\, dx\, dy, and its preimage S is the unit disk u^2+v^2 \le 1, which has area \pi:

\operatorname{area}(R) = \iint_S |J|\, du\, dv = ab \iint_S du\, dv = ab \cdot \pi = \pi a b.

The famous formula \pi a b for an ellipse's area didn't need a new idea at all — it is the unit circle's area, \pi, times the constant Jacobian of the stretch that turns a circle into an ellipse.

Three ways the Jacobian trips people up — even after they know the formula by heart:

Every flat map of the round Earth has to distort something — you cannot unroll a sphere onto paper without stretching it somewhere. Cartographers describe exactly how a projection distorts using the very same machinery as this page: the projection is a change of variables from a point on the globe to a point (x,y) on the page, and its Jacobian tells you how much a patch of land is being stretched or shrunk at that spot on the map.

An equal-area projection (used for maps that compare country sizes fairly, like population or land-use maps) is defined by exactly the property this page has been exploring: |J| is constant everywhere on the map — every square kilometre of Earth, wherever it is, lands on the same number of square centimetres of paper. The trade-off is that shapes and angles get distorted instead (Greenland, notoriously squashed sideways). Computer graphics engines lean on the same idea in reverse: when a 3-D artist "unwraps" a curved surface onto a flat texture image, the Jacobian of that unwrapping tells the renderer exactly how to stretch the flat picture back onto the curved surface without the texture looking warped.

Watch the area stretch by |J|

The left square lives in the uv-plane (unit area). The right parallelogram is its image under the linear map x = a\,u + v, y = u + a\,v; its area is |J| = a^2 - 1 times the square's. Drag the slider on a and watch the parallelogram — and the printed Jacobian — grow. Notice that however you tilt the parallelogram, the picture never lies about the number: the printed |J| is always exactly the ratio of the two shaded areas.