advanced24 min studyLesson 121 in Physics

Generalized coordinates and configuration space

Choose independent coordinates, build a kinetic-energy metric, and separate coordinate singularities from physical constraints.

On this page

What you’ll understand

  • Count local independent coordinates using constraint rank.
  • Derive a configuration-dependent mass matrix from a position map.
  • Distinguish configuration space from velocity and phase spaces.

Imagine recording the positions of two beads on two fixed wires. Six Cartesian numbers describe the beads in ordinary space, but two distances along the wires can specify the same arrangement. Generalized coordinates describe the choices the system can actually make. Their purpose is to remove redundant bookkeeping while preserving the geometry that determines speeds, energies, and forces. Choosing fewer variables does not mean throwing physical information away.

A configuration is an arrangement

For N point particles in three dimensions, unconstrained configurations require 3N local coordinates. Suppose k smooth position constraints have independent gradients near the arrangement of interest. Their common zero set then has local dimension 3N−k. Independence is essential: writing the same equation twice removes only one freedom. A configuration-space point specifies positions, not velocities. A moving system traces a curve in this space, which need not resemble any one particle's path in the laboratory.

A plane pendulum illustrates the distinction. Its bob occupies a circle, so one angle labels local configurations even though the drawing uses two axes. The angle is periodic: zero and a full turn represent the same arrangement. A single real interval therefore cannot be a globally unique coordinate chart for the whole circle. This is a coordinate issue, not an extra mechanical force. Before differentiating, state the coordinate range, the reference direction, and any configurations where the chosen chart fails.

fα(r1,…,rN,t)=0,dim⁡Q=3N−rank⁡ ⁣(∂fα∂xA)f_\alpha(\mathbf r_1,\ldots,\mathbf r_N,t)=0,\qquad \dim Q=3N-\operatorname{rank}\!\left(\frac{\partial f_\alpha}{\partial x_A}\right)
For regular holonomic constraints at a fixed time, the constraint Jacobian rank counts independent restrictions. The dimension formula is local.↔ Scroll wide equations horizontally.

The position map carries the geometry

Write every position as a function of independent coordinates and time. The chain rule turns coordinate rates into physical velocities. For a stationary constraint, velocity is a sum of tangent vectors weighted by coordinate rates. A moving track adds an explicit time derivative even when every generalized coordinate is held fixed. Omitting this term silently removes the motion imposed by the apparatus. Kinetic energy must be computed from laboratory velocities before deciding which terms can be neglected.

For stationary constraints and fixed positive masses, kinetic energy is a quadratic form in the rates. Its matrix is the mass-weighted inner product of the coordinate tangent vectors. It is positive definite when those vectors are independent. Off-diagonal entries describe geometric coupling; they do not imply an additional spring or interaction. In polar coordinates, the angular entry contains radius squared because the same angular rate corresponds to a greater physical speed farther from the origin.

r˙i=∑a∂ri∂qaq˙a+∂ri∂t,Mab(q)=∑imi∂ri∂qa⋅∂ri∂qb\dot{\mathbf r}_i=\sum_a\frac{\partial\mathbf r_i}{\partial q_a}\dot q_a+\frac{\partial\mathbf r_i}{\partial t},\qquad M_{ab}(q)=\sum_i m_i\frac{\partial\mathbf r_i}{\partial q_a}\cdot\frac{\partial\mathbf r_i}{\partial q_b}
For a stationary position map, T is one half of qdot transpose M qdot. A time-dependent map can also produce linear and rate-independent terms.↔ Scroll wide equations horizontally.

Check the chart before trusting the algebra

A free particle in a plane has two configuration coordinates. Changing from Cartesian to polar coordinates does not constrain it. At the origin, however, the angular tangent vector vanishes, so the polar mass matrix loses rank even though Cartesian motion remains well defined. This is why a singular matrix can indicate a bad chart rather than a new physical law. Return to a nonsingular coordinate system and check the original position map before declaring the mechanical model defective.

The vector lab below isolates one ingredient of this construction: how an angle and magnitude determine Cartesian projections. Predict the signs at an obtuse angle, then compare its displayed components with your position map. The magnitude control is a vector length, not a dynamically evolved radial coordinate. Playback does not solve the pendulum or infer a configuration-space metric. Use the picture to check geometry, and use differentiation and kinetic energy to establish the mechanical model.

A bead on a fixed helix

A 2 kg bead is constrained to r(θ)=(3 cos θ, 3 sin θ, 4θ) metres. Find its kinetic energy at θdot=0.2 rad/s.

  1. There is one independent coordinate θ. Differentiate the position map: its tangent is (−3 sin θ, 3 cos θ, 4) metres per radian.

  2. The squared tangent length is 9 sin²θ+9 cos²θ+16=25. Therefore the physical speed squared is 25 θdot², independent of θ.

  3. Insert the mass and rate into T=m v²/2. This gives T=(2/2)×25×0.04=1 joule; the generalized mass coefficient is 50 kg m².

T=12(50)θ˙2,T∣θ˙=0.2=1 JT=\tfrac12(50)\dot\theta^2,\qquad T\big|_{\dot\theta=0.2}=1\ \mathrm J
Angles are dimensionless in SI, while the associated generalized mass coefficient has rotational-inertia units.↔ Scroll wide equations horizontally.
The result

One angular coordinate carries both circular motion and vertical motion. Ignoring the vertical derivative would underestimate the energy.

Explore the model

Interactive lab

Interactive lab · vectors

Check a coordinate projection

Predict the component signs at 120 degrees. Change Angle and Magnitude to inspect one vector and its Cartesian projections. The controls illustrate geometry; they do not evolve a constrained bead.

Check a coordinate projectionPlayback traces a fixed vector and its projections. Angle and magnitude set the geometry; the moving marker does not change them. Current readings: x component: 1.393; y component: 0.975; Magnitude: 1.7. All parameters are adjustable with the labeled controls below.−7.46−3.7303.737.46−3.5−1.7501.753.5xyvvₓ = 1.39
Vectorx / y projectionsTrace marker
x component
1.393
y component
0.975
Magnitude
1.7
t = 0 s

Playback traces a fixed vector and its projections. Angle and magnitude set the geometry; the moving marker does not change them. Parameter changes pause playback and recompute the model at the current elapsed time. Reset restores both parameters and returns time to zero. Playback starts paused. Adjust either parameter, then choose Play or Step.

Look forA coordinate map must reproduce physical components before its derivatives can produce reliable kinetic energy.

Check your understanding

A free planar particle has polar coordinates away from the origin. How many configuration degrees of freedom does it have?

Try it yourself

A 3 kg bead moves on a fixed circle of radius 2 m. Using arc length s=2θ instead of θ, find T in both coordinates and compare at θdot=0.5 rad/s.

Take a moment to make a prediction or work it out on paper. Open a hint when you need one.

Give me a hint

Differentiate s=2θ before inserting the rate into either kinetic-energy expression.

Compare with the solution

In angular coordinates T=6 θdot². In arc-length coordinates T=1.5 sdot². At θdot=0.5, sdot=1 m/s, so each expression gives 1.5 J. The matrix coefficient changes with the coordinate convention; the physical energy does not.

Take it with you

  • Count independent regular constraints, not written equations.
  • The position map determines velocities and the mass matrix.
  • A chart singularity need not be a physical singularity.

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