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Polar Coordinates: Graphs |
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The planets move through space in elliptical, periodic orbits about the sun, as shown in [link]. They are in constant motion, so fixing an exact position of any planet is valid only for a moment. In other words, we can fix only a planet’s instantaneous position. This is one application of polar coordinates{: data-type="term" .no-emphasis}, represented as (r,θ).
We interpret r
as the distance from the sun and θ
as the planet’s angular bearing, or its direction from a fixed point on the sun. In this section, we will focus on the polar system and the graphs that are generated directly from polar coordinates.
Just as a rectangular equation such as y= x 2
describes the relationship between x
and y
on a Cartesian grid, a polar equation describes a relationship between r
and θ
on a polar grid. Recall that the coordinate pair (r,θ)
indicates that we move counterclockwise from the polar axis (positive x-axis) by an angle of θ,
and extend a ray from the pole (origin) r
units in the direction of θ.
All points that satisfy the polar equation are on the graph.
Symmetry is a property that helps us recognize and plot the graph of any equation. If an equation has a graph that is symmetric with respect to an axis, it means that if we folded the graph in half over that axis, the portion of the graph on one side would coincide with the portion on the other side. By performing three tests, we will see how to apply the properties of symmetry to polar equations. Further, we will use symmetry (in addition to plotting key points, zeros, and maximums of r)
to determine the graph of a polar equation.
In the first test, we consider symmetry with respect to the line θ= π 2
(y-axis). We replace (r,θ)
with (−r,−θ)
to determine if the new equation is equivalent to the original equation. For example, suppose we are given the equation r=2sin θ;
This equation exhibits symmetry with respect to the line θ= π 2 .
In the second test, we consider symmetry with respect to the polar axis ( x
-axis). We replace (r,θ)
with ( r,−θ )
or ( −r,π−θ )
to determine equivalency between the tested equation and the original. For example, suppose we are given the equation r=1−2cos θ.
The graph of this equation exhibits symmetry with respect to the polar axis.
In the third test, we consider symmetry with respect to the pole (origin). We replace (r,θ)
with ( −r,θ )
to determine if the tested equation is equivalent to the original equation. For example, suppose we are given the equation r=2sin(3θ).
The equation has failed the symmetry test{: data-type="term" .no-emphasis}, but that does not mean that it is not symmetric with respect to the pole. Passing one or more of the symmetry tests verifies that symmetry will be exhibited in a graph. However, failing the symmetry tests does not necessarily indicate that a graph will not be symmetric about the line θ= π 2 ,
the polar axis, or the pole. In these instances, we can confirm that symmetry exists by plotting reflecting points across the apparent axis of symmetry or the pole. Testing for symmetry is a technique that simplifies the graphing of polar equations, but its application is not perfect.
-
Substitute the appropriate combination of components for ( r,θ ):
( −r,−θ )
for θ= π 2
symmetry; ( r,−θ )
for polar axis symmetry; and ( −r,θ )
for symmetry with respect to the pole.
-
If the resulting equations are equivalent in one or more of the tests, the graph produces the expected symmetry. {: type="1"}
for symmetry.
| 1) Replacing (r,θ)
with (−r,−θ)
yields the same result. Thus, the graph is symmetric with respect to the line θ= π 2 .
| −r=2sin(−θ) −r=−2sin θ Even-odd identity r=2sin θ Multiply by −1 Passed
| | 2) Replacing θ
with −θ
does not yield the same equation. Therefore, the graph fails the test and may or may not be symmetric with respect to the polar axis. | r=2sin(−θ) r=−2sin θ Even-odd identity r=−2sin θ≠2sin θ Failed
| | 3) Replacing r
with –r
changes the equation and fails the test. The graph may or may not be symmetric with respect to the pole. | −r=2sin θ r=−2sin θ≠2sin θ Failed
| {: #eip-id3747579 summary="Three rows and two columns. The first column contains the steps to test for a type of symmetry, and the second column gives an example. The first column, first row tests symmetry with respect to theta= pi/2. Test: Replacing (r, theta) with (-r, -theta) yields the same result. Thus, the graph is symmetric with respect to the line pi/2. The example is -r = 2sin(-theta). By the even-odd identity, -r = -2sin(theta). After multiplying by -1, r=2sin(theta), so it passes the test. The next test is symmetry with respect to the polar axis. Test: Replacing theta with -theta does not yield the same equation. Therefore, the graph fails the test and may or may not be symmetric with respect to the polar axis. Example: r=2sin(-theta). By the even-odd identity, r=-2sin(theta). We have then r=-2sin(theta) which does not equal 2 sin(theta), so it fails. Finally, there is symmetry with respect to the pole. Test: Replacing r with -r changes the equation and fails the test. The graph may or may not be symmetric with respect to the pole. Example: -r = 2sin(theta). r=-2sin(theta) which does not equal 2sin(theta), so it fails the test."}
is a circle centered at (0,1)
with radius r=1
and is indeed symmetric to the line θ= π 2 .
We can also see that the graph is not symmetric with the polar axis or the pole. See [link].
and with respect to the pole. It passes the polar axis symmetry test.
To graph in the rectangular coordinate system we construct a table of x
and y
values. To graph in the polar coordinate system we construct a table of θ
and r
values. We enter values of θ
into a polar equation{: data-type="term" .no-emphasis} and calculate r.
However, using the properties of symmetry and finding key values of θ
and r
means fewer calculations will be needed.
To find the zeros of a polar equation, we solve for the values of θ
that result in r=0.
Recall that, to find the zeros of polynomial functions, we set the equation equal to zero and then solve for x.
We use the same process for polar equations. Set r=0,
and solve for θ.
For many of the forms we will encounter, the maximum value of a polar equation is found by substituting those values of θ
into the equation that result in the maximum value of the trigonometric functions. Consider r=5cos θ;
the maximum distance between the curve and the pole is 5 units. The maximum value of the cosine function is 1 when θ=0,
so our polar equation is 5cos θ,
and the value θ=0
will yield the maximum | r |.
Similarly, the maximum value of the sine function is 1 when θ= π 2 ,
and if our polar equation is r=5sin θ,
the value θ= π 2
will yield the maximum | r |.
We may find additional information by calculating values of r
when θ=0.
These points would be polar axis intercepts, which may be helpful in drawing the graph and identifying the curve of a polar equation.
and, if necessary, the polar axis intercepts of r=2sin θ.
equal to zero and solve for θ.
values into the equation. We will use 0.
and (0,±nπ)
are the zeros of the equation. They all coincide, so only one point is visible on the graph. This point is also the only polar axis intercept.
To find the maximum value of the equation, look at the maximum value of the trigonometric function sin θ,
which occurs when θ= π 2 ±2kπ
resulting in sin( π 2 )=1.
Substitute π 2
for θ.
will be the maximum value on the graph. Let’s plot a few more points to verify the graph of a circle. See [link] and [link].
| θ
| r=2sin θ
| r
| |---------- | 0 | r=2sin(0)=0
| 0
| | π 6
| r=2sin( π 6 )=1
| 1
| | π 3
| r=2sin( π 3 )≈1.73
| 1.73
| | π 2
| r=2sin( π 2 )=2
| 2
| | 2π 3
| r=2sin( 2π 3 )≈1.73
| 1.73
| | 5π 6
| r=2sin( 5π 6 )=1
| 1
| | π
| r=2sin( π )=0
| 0
| {: #Table_08_04_01 summary="Eight rows and 3 columns. First column is labeled theta, second column is labeled r=2sin(theta), and third column is labeled r. The table has ordered triples of these column values: (0, r=2sin(0)=0, 0), (pi/6, r=2sin(pi/6)=1, 1), (pi/3, r=2sin(pi/3) = approx. 1.73, 1.73), (pi/2, r=2sin(pi/2) = 2, 2), (2pi/3, r=2sin(2pi/3)=approx. 1.73, 1.73), (5pi/6, r=2sin(5pi/6)=1, 1), and (pi, r=2sin(pi)=0)."}
r=3cos θ.
and the maximum value is (3,0).
Now we have seen the equation of a circle in the polar coordinate system. In the last two examples, the same equation was used to illustrate the properties of symmetry and demonstrate how to find the zeros, maximum values, and plotted points that produced the graphs. However, the circle is only one of many shapes in the set of polar curves.
There are five classic polar curves**: cardioids**, limaҫons, lemniscates, rose curves, and Archimedes’ spirals. We will briefly touch on the polar formulas for the circle before moving on to the classic curves and their variations.
and r=asin θ,
where a
is the diameter of the circle or the distance from the pole to the farthest point on the circumference. The radius is | a | 2 ,
or one-half the diameter. For r=acos θ,
the center is ( a 2 ,0 ).
For r=asin θ,
the center is ( a 2 ,π2 ).
[link] shows the graphs of these four circles.
for r=4cos θ.
First, set r=0,
and solve for θ
. Thus, a zero occurs at θ= π 2 ±kπ.
A key point to plot is ( 0, π 2 ) .
To find the maximum value of r,
note that the maximum value of the cosine function is 1 when θ=0±2kπ.
Substitute θ=0
into the equation:
As r=4cos θ
is symmetric with respect to the polar axis, we only need to calculate r-values for θ
over the interval [0, π].
Points in the upper quadrant can then be reflected to the lower quadrant. Make a table of values similar to [link]. The graph is shown in [link].
| θ | 0 | π 6
| π 4
| π 3
| π 2
| 2π 3
| 3π 4
| 5π 6
| π
| | r | 4 | 3.46 | 2.83 | 2 | 0 | −2 | −2.83 | −3.46 | 4 | {: #Table_08_04_02 summary="Two rows and ten columns. First row is labeled theta and second row is labeled r. The table has ordered pairs of each of these column values: (0,4), (pi/6, 3.46), (pi/4, 2.83), (pi/3,2), (pi/2,0), (2pi/3,-2), (3pi/4,-2.83), (5pi/6, -3.46), and (pi,4)."}
While translating from polar coordinates to Cartesian coordinates may seem simpler in some instances, graphing the classic curves is actually less complicated in the polar system. The next curve is called a cardioid, as it resembles a heart. This shape is often included with the family of curves called limaçons, but here we will discuss the cardioid on its own.
and r=a±bsin θ
where a>0, b>0,
and a b =1.
The cardioid graph passes through the pole, as we can see in [link].
-
Check equation for the three types of symmetry.
-
Find the zeros. Set r=0.
-
Find the maximum value of the equation according to the maximum value of the trigonometric expression.
-
Make a table of values for r
and θ.
-
Plot the points and sketch the graph. {: type="1"}
we have θ=π+2kπ.
The zero of the equation is located at ( 0,π ).
The graph passes through this point.
The maximum value of r=2+2cos θ
occurs when cos θ
is a maximum, which is when cos θ=1
or when θ=0.
Substitute θ=0
into the equation, and solve for r.
is the maximum value on the graph.
We found that the polar equation is symmetric with respect to the polar axis, but as it extends to all four quadrants, we need to plot values over the interval [0, π].
The upper portion of the graph is then reflected over the polar axis. Next, we make a table of values, as in [link], and then we plot the points and draw the graph. See [link].
<tr>
<td><strong><math xmlns="http://www.w3.org/1998/Math/MathML">
r
θ | 0 | π 4 | π 2 | 2π 3 | π |
4 | 3.41 | 2 | 1 | 0 |
The word limaçon is Old French for “snail,” a name that describes the shape of the graph. As mentioned earlier, the cardioid is a member of the limaçon family, and we can see the similarities in the graphs. The other images in this category include the one-loop limaçon and the two-loop (or inner-loop) limaçon. One-loop limaçons are sometimes referred to as dimpled limaçons{: data-type="term"} when 1< a b <2
and convex limaçons{: data-type="term"} when a b ≥2.
and r=a±bsin θ
where a>0, b>0, and 1< a b <2.
All four graphs are shown in [link].
- Test the equation for symmetry. Remember that failing a symmetry test does not mean that the shape will not exhibit symmetry. Often the symmetry may reveal itself when the points are plotted.
- Find the zeros.
- Find the maximum values according to the trigonometric expression.
- Make a table.
- Plot the points and sketch the graph. {: type="1"}
yet it fails all the three symmetry tests. A graphing calculator will immediately illustrate the graph’s reflective quality.
Next, we find the zeros and maximum, and plot the reflecting points to verify any symmetry. Setting r=0
results in θ
being undefined. What does this mean? How could θ
be undefined? The angle θ
is undefined for any value of sin θ>1.
Therefore, θ
is undefined because there is no value of θ
for which sin θ>1.
Consequently, the graph does not pass through the pole. Perhaps the graph does cross the polar axis, but not at the pole. We can investigate other intercepts by calculating r
when θ=0.
Next, as the maximum value of the sine function is 1 when θ= π 2 ,
we will substitute θ= π 2
into the equation and solve for r.
Thus, r=1.
Make a table of the coordinates similar to [link].
| θ | 0
| π 6
| π 3
| π 2
| 2π 3
| 5π 6
| π
| 7π 6
| 4π 3
| 3π 2
| 5π 3
| 11π 6
| 2π
| | r | 4 | 2.5 | 1.4 | 1 | 1.4 | 2.5 | 4 | 5.5 | 6.6 | 7 | 6.6 | 5.5 | 4 | {: #Table_08_04_04 summary="Two rows and fourteen columns. First row is labeled theta and second row is labeled r. The table has ordered pairs of each of these column values: (0,4), (pi/6, 2.5), (pi/3,1.4), (pi/2, 1), (2pi/3, 1.4), (5pi/6, 2.5), (pi,4), (7pi/6, 5.5), (4pi/3,6.6), (3pi/2, 7), (5pi/3, 6.6), (11pi/6, 5.5), and (2pi, 4)."}
The graph is shown in [link].
is likely symmetric with respect to the line θ= π 2 ,
evaluating more points helps to verify that the graph is correct.
Another type of limaçon, the inner-loop limaçon, is named for the loop formed inside the general limaçon shape. It was discovered by the German artist Albrecht Dürer{: data-type="term" .no-emphasis}(1471-1528), who revealed a method for drawing the inner-loop limaçon in his 1525 book Underweysung der Messing. A century later, the father of mathematician Blaise Pascal{: data-type="term" .no-emphasis}, Étienne Pascal(1588-1651), rediscovered it.
and r=a±bsin θ
where a>0, b>0,
and a<b.
The graph of the inner-loop limaçon passes through the pole twice: once for the outer loop, and once for the inner loop. See [link] for the graphs.
The maximum | r |
is found when cos θ=1
or when θ=0.
Thus, the maximum is found at the point (7, 0).
Even though we have found symmetry, the zero, and the maximum, plotting more points will help to define the shape, and then a pattern will emerge.
See [link].
| θ | 0
| π 6
| π 3
| π 2
| 2π 3
| 5π 6
| π
| 7π 6
| 4π 3
| 3π 2
| 5π 3
| 11π 6
| 2π
| | r | 7 | 6.3 | 4.5 | 2 | −0.5 | −2.3 | −3 | −2.3 | −0.5 | 2 | 4.5 | 6.3 | 7 | {: #Table_08_04_05 summary="Two rows and fourteen columns. First row is labeled theta and second row is labeled r. The table has ordered pairs of each of these column values: (0,7), (pi/6, 6.3.), (pi/3,4.5), (pi/2, 2), (2pi/3, -.5), (5pi/6, -2.3), (pi,-3), (7pi/6, -2.3), (4pi/3,-.5), (3pi/2, 2), (5pi/3, 4.5), (11pi/6, 6.3), and (2pi, 7)."}
As expected, the values begin to repeat after θ=π.
The graph is shown in [link].
The lemniscate is a polar curve resembling the infinity symbol ∞
or a figure 8. Centered at the pole, a lemniscate is symmetrical by definition.
and r 2 = a 2 sin 2θ
where a≠0.
The formula r 2 = a 2 sin 2θ
is symmetric with respect to the pole. The formula r 2 = a 2 cos 2θ
is symmetric with respect to the pole, the line θ= π 2 ,
and the polar axis. See [link] for the graphs.
the polar axis, and the pole.
Let’s find the zeros. It should be routine by now, but we will approach this equation a little differently by making the substitution u=2θ.
is a zero of the equation.
Now let’s find the maximum value. Since the maximum of cos u=1
when u=0,
the maximum cos 2θ=1
when 2θ=0.
Thus,
and the polar axis, we only need to plot points in the first quadrant.
Make a table similar to [link].
| θ | 0 | π 6
| π 4
| π 3
| π 2
| | r | 2 | 2
| 0 | 2
| 0 | {: #Table_08_04_06 summary="Two rows and six columns. First row is labeled theta and second row is labeled r. The table has ordered pairs of each of these column values: (0,2), (pi/6, rad2), (pi/4,0), (pi/3, rad2), (pi/2,0)."}
Plot the points on the graph, such as the one shown in [link].
is a common practice in mathematics because it can make calculations simpler. However, we must not forget to replace the substitution term with the original term at the end, and then solve for the unknown.
Some of the points on this graph may not show up using the Trace function on the TI-84 graphing calculator, and the calculator table may show an error for these same points of r.
This is because there are no real square roots for these values of θ.
In other words, the corresponding r-values of 4cos(2θ)
are complex numbers because there is a negative number under the radical.
The next type of polar equation produces a petal-like shape called a rose curve. Although the graphs look complex, a simple polar equation generates the pattern.
and r=asin nθ
where a≠0.
If n
is even, the curve has 2n
petals. If n
is odd, the curve has n
petals. See [link].
and the pole.
Now we will find the zeros. First make the substitution u=4θ.
The point ( 0, π 8 )
is on the curve.
Next, we find the maximum | r |.
We know that the maximum value of cos u=1
when θ=0.
Thus,
is on the curve.
The graph of the rose curve has unique properties, which are revealed in [link].
| θ | 0 | π 8
| π 4
| 3π 8
| π 2
| 5π 8
| 3π 4
| | r | 2 | 0 | −2 | 0 | 2 | 0 | −2 | {: #Table_08_04_07 summary="Two rows and eight columns. First row is labeled theta and second row is labeled r. The table has ordered pairs of each of these column values: (0,2), (pi/8, 0), (pi/4, -2), (3pi/8, 0), (pi/2, 2), (5pi/8, 0), (3pi/4, -2)."}
As r=0
when θ= π 8 ,
it makes sense to divide values in the table by π 8
units. A definite pattern emerges. Look at the range of r-values: 2, 0, −2, 0, 2, 0, −2, and so on. This represents the development of the curve one petal at a time. Starting at r=0,
each petal extends out a distance of r=2,
and then turns back to zero 2n
times for a total of eight petals. See the graph in [link].
Next, find the zeros and maximum. We will want to make the substitution u=5θ.
is a maximum. Therefore,
odd yields the same number of petals as n,
there will be five petals on the graph. See [link].
Create a table of values similar to [link].
| θ | 0 | π 6
| π 3
| π 2
| 2π 3
| 5π 6
| π
| | r | 0 | 1 | −1.73 | 2 | −1.73 | 1 | 0 | {: #Table_08_04_08 summary="Two rows and seven columns. First row is labeled theta and second row is labeled r. The table has ordered pairs of each of these column values: (0,0), (pi/6, 1), (pi/3, -1.73), (pi/2, 2), (2pi/3, -1.73), (5pi/6, 1), (pi, 0)."}
odd
The final polar equation we will discuss is the Archimedes’ spiral, named for its discoverer, the Greek mathematician Archimedes (c. 287 BCE-c. 212 BCE), who is credited with numerous discoveries in the fields of geometry and mechanics.
for θ≥0.
As θ
increases, r
increases at a constant rate in an ever-widening, never-ending, spiraling path. See [link].
sketch the graph.**
-
Make a table of values for r
and θ
over the given domain.
-
Plot the points and sketch the graph. {: type="1"}
over [0,2π].
is equal to θ,
the plot of the Archimedes’ spiral begins at the pole at the point (0, 0). While the graph hints of symmetry, there is no formal symmetry with regard to passing the symmetry tests. Further, there is no maximum value, unless the domain is restricted.
Create a table such as [link].
| θ | π 4
| π 2
| π
| 3π 2
| 7π 4
| 2π
| | r | 0.785 | 1.57 | 3.14 | 4.71 | 5.50 | 6.28 | {: #Table_08_04_09 summary="Two rows and seven columns. First row is labeled theta and second row is labeled r. The table has ordered pairs of each of these column values: (pi/4, 0.785), (pi/2, 1.57), (pi, 3.14), (3pi/2, 4.71), (7pi/4, 5.5), (2pi, 6.28)."}
Notice that the r-values are just the decimal form of the angle measured in radians. We can see them on a graph in [link].
In general, however, the domain of this function is ( −∞,∞ ).
Graphing the equation of the Archimedes’ spiral is rather simple, although the image makes it seem like it would be complex.
over the interval [ 0,4π ].
We have explored a number of seemingly complex polar curves in this section. [link] and [link] summarize the graphs and equations for each of these curves.
-
It is easier to graph polar equations if we can test the equations for symmetry with respect to the line θ= π 2 ,
the polar axis, or the pole.
-
There are three symmetry tests that indicate whether the graph of a polar equation will exhibit symmetry. If an equation fails a symmetry test, the graph may or may not exhibit symmetry. See [link].
-
Polar equations may be graphed by making a table of values for θ
and r.
-
The maximum value of a polar equation is found by substituting the value θ
that leads to the maximum value of the trigonometric expression.
-
The zeros of a polar equation are found by setting r=0
and solving for θ.
See [link].
-
Some formulas that produce the graph of a circle in polar coordinates are given by r=acos θ
and r=asin θ.
See [link].
-
The formulas that produce the graphs of a cardioid are given by r=a±bcos θ
and r=a±bsin θ,
for a>0, b>0,
and a b =1.
See [link].
-
The formulas that produce the graphs of a one-loop limaçon are given by r=a±bcos θ
and r=a±bsin θ
for 1< a b <2.
See [link].
-
The formulas that produce the graphs of an inner-loop limaçon are given by r=a±bcos θ
and r=a±bsin θ
for a>0, b>0,
and a<b.
See [link].
-
The formulas that produce the graphs of a lemniscates are given by r 2 = a 2 cos 2θ
and r 2 = a 2 sin 2θ,
where a≠0.
See [link].
-
The formulas that produce the graphs of rose curves are given by r=acos nθ
and r=asin nθ,
where a≠0;
if n
is even, there are 2n
petals, and if n
is odd, there are n
-
The formula that produces the graph of an Archimedes’ spiral is given by r=θ, θ≥0.
See [link].
-axis, symmetry with respect to the pole is similar to symmetry about the origin, and symmetric with respect to the line θ= π 2
is similar to symmetry about the y
-axis.
and sketch the graph.
For the following exercises, test the equation for symmetry.
symmetric with respect to the pole
For the following exercises, graph the polar equation. Identify the name of the shape.
For the following exercises, use a graphing calculator to sketch the graph of the polar equation.
a cissoid
, a hippopede
For the following exercises, use a graphing utility to graph each pair of polar equations on a domain of [ 0,4π ]
and then explain the differences shown in the graphs.
has two loops on the left, the equation with a coefficient of 2 has two loops side by side. Graph these from 0 to 4π
to get a better picture.
on [ 0,4π ],[ 0,8π ],[ 0,12π ],
and [ 0,16π ].
Describe the effect of increasing the width of the domain.
on [ 0,4π ].
For the following exercises, draw each polar equation on the same set of polar axes, and find the points of intersection.
and at θ= 3π 4 , 7π 4
since r
is squared
Archimedes’ spiral : a polar curve given by r=θ.
When multiplied by a constant, the equation appears as r=aθ.
As r=θ,
the curve continues to widen in a spiral path over the domain. ^
cardioid : a member of the limaçon family of curves, named for its resemblance to a heart; its equation is given as r=a±bcos θ
and r=a±bsin θ,
where a b =1 ^
convex limaҫon : a type of one-loop limaçon represented by r=a±bcos θ
and r=a±bsin θ
such that a b ≥2 ^
dimpled limaҫon : a type of one-loop limaçon represented by r=a±bcos θ
and r=a±bsin θ
such that 1< a b <2 ^
inner-loop limaçon : a polar curve similar to the cardioid, but with an inner loop; passes through the pole twice; represented by r=a±bcos θ
and r=a±b sin θ
where a<b ^
lemniscate : a polar curve resembling a figure 8 and given by the equation r 2 = a 2 cos 2θ
and r 2 = a 2 sin 2θ, a≠0 ^
one-loop limaҫon : a polar curve represented by r=a±bcos θ
and r=a±bsin θ
such that a>0,b>0,
and a b >1;
may be dimpled or convex; does not pass through the pole ^
polar equation : an equation describing a curve on the polar grid. ^
rose curve : a polar equation resembling a flower, given by the equations r=acos nθ
and r=asin nθ;
when n
is even there are 2n
petals, and the curve is highly symmetrical; when n
is odd there are n
petals.