Reading a Cone-Sphere Region in Spherical Coordinates
A solid bounded by a cone and a sphere often has a particularly clear description in spherical coordinates. The cone controls the range of polar angles, while the sphere controls how far each ray extends. The important step is to derive both bounds from the surfaces and verify where the surfaces meet.
Use spherical coordinates \((\rho,\phi,\theta)\), with \(x=\rho\sin\phi\cos\theta\), \(y=\rho\sin\phi\sin\theta\), and \(z=\rho\cos\phi\). Here \(\rho\geq 0\) is distance from the origin, \(\phi\) is the angle down from the positive \(z\)-axis, and \(\theta\) is the azimuthal angle in the \(xy\)-plane. Write \(r=\sqrt{x^2+y^2}\) for the horizontal distance from the \(z\)-axis; thus \(r=\rho\sin\phi\), while \(z=\rho\cos\phi\). The volume element is \(dV=\rho^2\sin\phi\,d\rho\,d\phi\,d\theta\).
Deriving the Cone and Sphere Bounds
Consider the upper nappe of the cone \(z=kr\), where \(k>0\). At points on this cone with \(\rho>0\), substitution of \(z=\rho\cos\phi\) and \(r=\rho\sin\phi\) gives \(\cos\phi=k\sin\phi\). Therefore the cone has constant polar angle \(\alpha=\arctan(1/k)\). The part of space above the cone, toward the positive \(z\)-axis, has \(0\leq\phi\leq\alpha\).
Now consider a sphere centered at \((0,0,c)\) with radius \(R\). Its equation is \(r^2+(z-c)^2=R^2\). Since \(r^2+z^2=\rho^2\), its spherical equation is \(\rho^2-2c\rho\cos\phi+c^2-R^2=0\). In general, solving this quadratic gives candidate radial intersections; one must choose the roots that actually describe the desired solid.
A particularly useful case is a sphere passing through the origin, with center \((0,0,R)\) and radius \(R\). Its equation simplifies to \(r^2+(z-R)^2=R^2\), or \(r^2+z^2=2Rz\). Substitution gives \(\rho^2=2R\rho\cos\phi\), so the sphere meets a ray at \(\rho=0\) and at \(\rho=2R\cos\phi\). For the portion inside the sphere along that ray, \(0\leq\rho\leq 2R\cos\phi\), provided \(\cos\phi\geq0\).
Worked Example: Volume Inside a Sphere and Above a Cone
Worked Example: Volume Inside a Sphere and Above a Cone
Find the volume inside \(x^2+y^2+(z-1)^2=1\) and above the cone \(z=\sqrt{x^2+y^2}\).
First write \(r=\sqrt{x^2+y^2}\). The cone is \(z=r\), so its spherical equation is \(\rho\cos\phi=\rho\sin\phi\). For \(\rho>0\), this gives \(\phi=\pi/4\). The region above the cone is \(0\leq\phi\leq\pi/4\).
The sphere is \(r^2+(z-1)^2=1\). Expanding gives \(r^2+z^2=2z\), hence \(\rho^2=2\rho\cos\phi\). Along a ray in the region, the radial interval is \(0\leq\rho\leq2\cos\phi\). The complete bounds are \(0\leq\theta\leq2\pi\), \(0\leq\phi\leq\pi/4\), and \(0\leq\rho\leq2\cos\phi\).
At the cone angle, the upper radial limit is \(2\cos(\pi/4)=\sqrt2\). At \(\rho=\sqrt2\), \(\phi=\pi/4\), we have \(r=\rho\sin\phi=1\) and \(z=\rho\cos\phi=1\). Thus \(z=r\), and \(r^2+(z-1)^2=1\), confirming that the point lies on both surfaces.
Integrate the volume element over these bounds:
The volume is \(\pi\). The radial limit is zero at the origin and equals the sphere’s positive intersection with each ray; at \(\phi=\pi/4\), that limit gives the shared cone-sphere circle.
Why the Intersection Determines the Limits
The radial limit is not an independent guess. Fix an angle \(\phi\), and imagine moving outward along the ray from the origin with that direction. If the ray passes through the solid, it starts at \(\rho=0\) and leaves the sphere where the sphere equation is satisfied. At the edge of the angular range, the ray also lies on the cone. Therefore, the last point on that ray satisfies both surface equations.
For a sphere through the origin and the cone \(z=kr\), the cone angle obeys \(\tan\alpha=1/k\). At that angle, the nonzero sphere intersection is \(\rho=2R\cos\alpha\). The corresponding horizontal distance and height are \(r=\rho\sin\alpha\) and \(z=\rho\cos\alpha\). Since \(\cos\alpha=k\sin\alpha\), these satisfy \(z=kr\), as required. This calculation is a direct check that the radial and angular boundaries meet on both surfaces.
Worked Example: A Steeper Cone and a Larger Sphere
Worked Example: A Steeper Cone and a Larger Sphere
Find the volume inside \(x^2+y^2+(z-2)^2=4\) and above the cone \(z=\sqrt3\sqrt{x^2+y^2}\).
The cone is \(z=\sqrt3r\). In spherical coordinates, \(\rho\cos\phi=\sqrt3\rho\sin\phi\), so \(\tan\phi=1/\sqrt3\) and the cone angle is \(\phi=\pi/6\). The solid above the cone has \(0\leq\phi\leq\pi/6\).
Expand the sphere equation: \(r^2+z^2-4z+4=4\), so \(r^2+z^2=4z\). Thus \(\rho^2=4\rho\cos\phi\), and the radial bounds inside the sphere are \(0\leq\rho\leq4\cos\phi\). By rotational symmetry, \(0\leq\theta\leq2\pi\).
At the cone angle, \(\rho=4\cos(\pi/6)=2\sqrt3\). The resulting point has \(r=(2\sqrt3)\sin(\pi/6)=\sqrt3\) and \(z=(2\sqrt3)\cos(\pi/6)=3\). It lies on the cone because \(\sqrt3r=3\), and on the sphere because \(r^2+(z-2)^2=3+1=4\).
Now evaluate the volume integral:
The volume is \(14\pi/3\). The computed intersection point satisfies both surface equations, and the radial limit is nonnegative throughout the stated angular interval.
Integrating a Function over a Cone-Sphere Solid
Once the bounds are correct, a triple integral uses the same region with the chosen integrand. For example, the height \(z\) becomes \(\rho\cos\phi\). The volume element still contributes \(\rho^2\sin\phi\), so the full integrand for integrating \(z\) is \(\rho^3\cos\phi\sin\phi\). Keeping the Jacobian factor \(\rho^2\sin\phi\) is essential: it is part of \(dV\), not part of the function being integrated.
Worked Example: Integrating Height over the Cone-Sphere Solid
For the solid inside \(x^2+y^2+(z-1)^2=1\) and above \(z=\sqrt{x^2+y^2}\), calculate \(\iiint_E z\,dV\).
From the first example, the bounds are \(0\leq\theta\leq2\pi\), \(0\leq\phi\leq\pi/4\), and \(0\leq\rho\leq2\cos\phi\). Since \(z=\rho\cos\phi\), the integral is
The integral is \(7\pi/6\). As a check on the integration, differentiating \((1-\cos^6\phi)/6\) gives \(\cos^5\phi\sin\phi\), the angular integrand after the radial and azimuthal integrations.
A Common Bound-Setting Mistake
A frequent error is to mistake the angle \(\phi\) for the angle measured up from the \(xy\)-plane. With the convention used here, \(\phi\) is measured down from the positive \(z\)-axis. For the cone \(z=r\), an incorrect setup might claim that the cone has \(\phi=\pi/4\) but that the region above it has \(\pi/4\leq\phi\leq\pi/2\). That describes directions below the cone, not above it.
For a concrete check, a direction on the positive \(z\)-axis has \(\phi=0\). It is above the cone, so the allowed angular interval must include \(0\). The corrected interval is \(0\leq\phi\leq\pi/4\). A second error is to treat the intersection at \(\rho=\sqrt2,\phi=\pi/4\) as if both \(r\) and \(z\) were \(\sqrt2/2\). In fact, \(r=\rho\sin\phi=1\) and \(z=\rho\cos\phi=1\). Substituting these actual coordinates confirms both \(z=r\) and \(r^2+(z-1)^2=1\).
Setting Up the Region Reliably
Use \(r=\sqrt{x^2+y^2}\) to identify the cone and sphere equations clearly.
Substitute \(r=\rho\sin\phi\) and \(z=\rho\cos\phi\), then decide which side of the cone belongs to the solid.
Substitute into the sphere equation and select the radial root or interval that bounds the stated region.
At the limiting cone angle, calculate the radial intersection and check both original surface equations.
Use \(\rho^2\sin\phi\,d\rho\,d\phi\,d\theta\), and include any nonconstant integrand separately.
Why These Regions Are Useful
Cone-sphere regions are a focused setting for coordinating angular and radial bounds. A cone passing through the origin has a constant polar angle, while a sphere centered on the axis can have a radial boundary that varies with that angle. Their intersection ties the two descriptions together and provides a natural check on the setup.
For a full rotationally symmetric solid, the azimuthal interval is \(0\leq\theta\leq2\pi\). If the solid is restricted to a wedge, that interval must be changed to match the region; it should not be assumed to be a full revolution automatically. In every case, the bounds must describe the solid before the integrand is evaluated.
Check Your Understanding
Use the spherical convention stated above. For each question, make the surface substitutions explicit.
- For the cone \(z=2r\), what is its polar angle \(\alpha\), and what angular interval describes the region above it?
- For the sphere \(r^2+(z-3)^2=9\), derive the nonzero radial boundary as a function of \(\phi\).
- For the sphere \(r^2+(z-1)^2=1\) and cone \(z=r\), calculate \(r\) and \(z\) at their nonzero intersection.
- Write the spherical integral for the volume inside \(r^2+(z-1)^2=1\) and above \(z=r\), without evaluating it.
- When the integrand is \(z\), what factor replaces \(1\) in the volume integrand, and what is the complete resulting factor including \(dV\)?