C From (δΦ,δA) to (δE,δB)

C.1 Expression of δB⊥ in terms of δA

Note that

δB ⊥ = ∇ × δA − (e∥ ⋅∇ × δA )e∥
    = ∇ × (δA ⊥ + δA∥e∥)− [e∥ ⋅∇ × (δA ⊥ +δA ∥e∥)]e∥           (319)

Correct to order O(λ), δB⊥ in the above equation is written as (e∥ vector can be considered as constant because its spatial gradient combined with δA will give terms of O(λ2), which are neglected)

δB⊥ ≈ ∇ × δA ⊥ + ∇ δA∥ × e∥ − [e∥ ⋅∇ × δA ⊥ + e∥ ⋅(∇ δA∥ ×e∥)]e∥ (320)
    = ∇ × δA  + ∇ δA × e  − (e ⋅∇ × δA  )e                       (321)
             ⊥      ∥   ∥    ∥        ⊥  ∥

Using local cylindrical coordinates (r,ϕ,z) with z being along the local direction of B0, and two components of A⊥ being Ar and Aϕ, then ∇× A⊥ is written as

          (  ∂δAϕ )     (∂δAr )     1 [ ∂        ∂δAr ]
∇ × δA ⊥ =  − -∂z-- er +  -∂z--  eϕ + r ∂r(rδAϕ)− -∂-ϕ- e∥.
(322)

Note that the parallel gradient operator ∇∥≡ e∥⋅∇ = ∂∕∂z acting on the the perturbed quantities will result in quantities of order O(λ2). Retaining terms of order up to O(λ), equation (322) is written as

            [               ]
∇ ×δA ⊥ ≈ 1  ∂-(rδAϕ)− ∂-δAr- e∥,
          r  ∂r         ∂ ϕ
(323)

i.e., only the parallel component survive, which exactly cancels the last term in Eq. (321), i.e., equation (321) is reduced to

δB⊥ = ∇ δA ∥ × e∥.
(324)

Using basis vectors in field-aligned coordinates

In terms of δBxL and δByL,  δB⊥ is written as

δB ⊥ = δBxL∇x + δByL ∇y = ∇δA ∥ × e∥
(325)

Dotting the above equation by ∇x and ∇y, respectively, we obtain

δBxL|∇x|2 + δByL∇x ⋅∇y = ∇x ⋅(∇ δA∥ × e∥),
(326)

                     2
δBxL∇x ⋅∇y + δByL|∇y |= ∇y ⋅(∇ δA∥ × e∥).
(327)

Equations (326) and (327) can be further written as

                              ( ∂δA∥          ∂δA∥       )
δBxL|∇x|2 + δByL∇x ⋅∇y = − ∇x ⋅ -∂y-∇y × e∥ + -∂z-∇z × e∥  ,
(328)

and

                     2        ( ∂δA∥-         ∂δA∥-      )
δBxL∇x ⋅∇y + δByL |∇y | = − ∇y ⋅  ∂x ∇x × e∥ +  ∂z ∇z × e∥  ,
(329)

The solution of this 2 × 2 system is expressed by Cramer’s rule in the code.

 

Use B0 = Ψ′∇x ×∇y

b = Ψ′∇x ×∇y∕B0

C.2 Expression of δB∥ in terms of δA

δB∥ = e∥ ⋅∇ × δA
    = e∥ ⋅∇ × (δA ⊥ + δA∥e∥)                     (330)

Accurate to O(λ1), δB∥ in the above equation is written as (e∥ vector can be considered as constant because its spatial gradient combined with δA will give O(λ2) terms, which are neglected)

δB  ≈ e ⋅∇ × δA  + e  ⋅(∇ δA  ×e )
   ∥   ∥        ⊥   ∥      ∥   ∥
    = e∥ ⋅∇ × δA ⊥                                  (331)

[Using local cylindrical coordinates (r,ϕ,z) with z being along the local direction of B0, and two components of δA⊥ being δAr and δAϕ, then ∇× δA⊥ is written as

          (       )     (     )       [               ]
             ∂δA-ϕ        ∂δAr-     1  ∂--        ∂δAr-
∇ × δA⊥ =   −  ∂z   er +   ∂z   er + r ∂r(rδAϕ)−   ∂ϕ  e∥
(332)

Note that the parallel gradient operator ∇∥≡ e∥⋅∇ = ∂∕∂z acting on the the perturbed quantities will result in quantities of order O(λ2). Retaining terms of order up to O(λ), equation (322) is written as

            [               ]
          1  ∂--       ∂-δAr-
∇ ×δA ⊥ ≈ r  ∂r(rδAϕ)−  ∂ ϕ  e∥,
(333)

Using this, equation (331) is written as

      1[ ∂         ∂δA  ]
δB∥ = -  --(rδA ϕ)− ----r .
      r  ∂r         ∂ϕ
(334)

However, this expression is not useful for GEM because GEM does not use the local coordinates (r,ϕ,z).]

 

C.3 Expressing the perturbed drift in terms of δE and δB

The perturbed drift δVD is given by Eq. (138), i.e.,

δVD  = −-q∇X ⟨δL⟩α × e∥.
        m            Ω
(335)

Using δL = δΦ − v ⋅ δA, the above expression can be further written as

         q                  e∥
δVD  = −m-∇X ⟨δΦ − v⋅δA ⟩α × Ω-
       q-e∥             q-e∥
     = m Ω  ×∇X  ⟨δΦ⟩α − m Ω  ×∇X ⟨v∥δA∥⟩α
        -q e∥
       −m  Ω × ∇X ⟨v⊥ ⋅δA ⊥⟩α.                           (336)

Accurate to order O(λ), the term involving δΦ is

-q e∥× ∇  ⟨δΦ⟩ =  e∥-×⟨∇  δΦ⟩
m  Ω     X    α   B0     X   α
               ≈  e∥-×⟨∇  δΦ⟩
                  B0  ⟨  x   α    ⟩
                  e∥-         ∂δA-
               ≈  B0 ×  − δE − ∂t   α
                  e∥
               ≈  B--×⟨− δE⟩α
               ≡ δV0 ,                                (337)
                    E

which is the δE×B0 drift. Accurate to O(λ), the ⟨v∥δA∥⟩α term on the right-hand side of Eq. (336) is written

  q e∥                 q v∥
−m- Ω-× ∇X ⟨v∥δA ∥⟩α ≈ − m-Ω-⟨e∥ × ∇X (δA∥)⟩α
                       q v∥
                   ≈ − m-Ω-⟨e∥ × ∇x (δA ∥)⟩α              (338)
                       ⟨δB⊥ ⟩α
                   = v∥--B----,                         (339)
                           0

which is called “magnetic fluttering” (this is actually not a real drift). In obtaining the last equality, use has been made of Eq. (324), i.e., δB⊥ = ∇xδA∥× e∥.

Accurate to O(λ), the last term on the right-hand side of expression (336) is written

    e
− q--∥× ∇X ⟨v⊥ ⋅δA⊥ ⟩α ≈ − 1-⟨e∥ × ∇X (v⊥ ⋅δA⊥ )⟩α
  m Ω                     B0
                      ≈ − 1-⟨e∥ × ∇x (v ⊥ ⋅δA ⊥)⟩α
                          B0
                      = − 1-⟨e × (v  × ∇  ×δA   + v  ⋅∇ δA  )⟩
                          B0  ∥    ⊥    x     ⊥    ⊥   x   ⊥ α
                          1--
                      = − B0⟨(e∥ ⋅∇x × δA⊥ )v ⊥ + e∥ × v ⊥ ⋅∇x δA⊥ ⟩α

Using equation (331), i.e., δB∥ = e∥⋅∇× δA⊥, the above expression is written as

−-q e∥× ∇X ⟨v⊥ ⋅δA⊥⟩α = − 1-⟨δB∥v⊥ + e∥ × v⊥ ⋅∇xδA ⊥⟩α
 m  Ω                     B0
                      ≈ − 1-⟨δB v  + e × v  ⋅∇  δA  ⟩
                          B0   ∥ ⊥    ∥   ⊥   X   ⊥  α
                          1--          -1-
                      ≈ − B0⟨δB∥v⊥ ⟩α − B0e∥ × ⟨v ⊥ ⋅∇X δA ⊥⟩α.
                          1--
                      ≈ − B0⟨δB∥v⊥ ⟩α.                            (340)

where use has been made of ⟨v⊥⋅∇XδA⊥⟩α ≈ 0 (**seems wrong**), where the error is of O(λ)δA⊥. The term ⟨δB∥v⊥⟩α∕B0 is of O(λ2) and thus can be neglected (I need to verify this).

Using Eqs. (337), (339), and (340), expression (336) is finally written as

        q-          e∥   ⟨δE⟩α ×-e∥    ⟨δB-⊥⟩α-
δVD  ≡ − m ∇X ⟨δL ⟩α × Ω  =    B0     + v∥  B0  .
(341)

Using this, the first equation of the characteristics, equation (305), is written as

dX
-dt = v∥e∥ + VD + δVD                                  (342)
                 ⟨δE⟩α × e∥    ⟨δB  ⟩
   =  v∥e∥ + VD + ----------+ v∥---⊥-α-
                     B0          B0
   ≡  VG                                              (343)

C.4 Expressing the coefficient before ∂F0∕∂𝜀 in terms of δE and δB

[Note that

∂δA⊥-
 ∂t  = − (δE ⊥ + ∇⊥δΦ ),
(344)

where ∂δA⊥∕∂t is of O(λ2). This means that δE⊥ + ∇⊥δϕ is of O(λ2) although both δE⊥ and δϕ are of O(λ).]

Note that

∂⟨v ⋅δA⟩α     ∂⟨δA∥⟩α      ∂ ⟨δA ⟩α
----∂t--- = v∥--∂t---+ v ⊥ ⋅--∂t--
              ∂⟨δA ⟩
          = v∥----∥-α+ ⟨v⊥ ⋅(− δE − ∇δΦ )⟩α
                ∂t
          ≈ v∥∂⟨δA∥⟩α− ⟨v⊥ ⋅δE⟩α                        (345)
                ∂t

where use has been made of ⟨v⊥⋅∇δϕ⟩≈ 0, This indicates that ⟨v⊥⋅δE⟩α is of O(λ1)δE. Using Eq. (345), the coefficient before ∂F0∕∂𝜀 in Eq. (143) can be further written as

    [             (                             )         ]
− q- − ∂-⟨v-⋅δA⟩α − v e + V  −  q-e∥× ∇  ⟨v ⋅δA ⟩  ⋅∇  ⟨δΦ⟩
  m       ∂t        ∥ ∥    D   m Ω     X       α    X    α
    q [   ∂⟨δA ∥⟩α              (            q e∥             ) ⟨       ∂δA ⟩  ]
= − m- − v∥--∂t-- + ⟨v⊥ ⋅δE ⟩α − v∥e∥ + VD − m-Ω-× ∇X ⟨v ⋅δA ⟩α ⋅  − δE −-∂t-
      [                        (                             )            ⟨  α  ⟩ ]
≈ − q- − v∥∂⟨δA-∥⟩α + ⟨v⊥ ⋅δE ⟩α − v∥e∥ + VD − q-e∥× ∇X ⟨v ⋅δA ⟩α ⋅⟨− δE⟩α + v∥ ∂A∥
    m [      ∂t   (                         m Ω )      ]                     ∂t  α
= − q- ⟨v ⊥ ⋅δE ⟩α + v∥e∥ + VD −-q e∥× ∇X ⟨v⋅δA ⟩α ⋅⟨δE⟩α
    m [           (           m  Ω    )       ]
≈ − q- ⟨v ⋅δE ⟩ +  v e + V   + v ⟨δB-⊥⟩- ⋅⟨δE⟩  .                               (346)
    m    ⊥    α     ∥ ∥    D    ∥ B0         α

Using Eq. (346) and (), gyrokinetic equation (143) is finally written as

[    (                                 )     ]
 ∂- +  v∥e∥ + VD + ⟨δE-⟩α-×-e∥+ v∥⟨δB⊥-⟩α  ⋅∇X  δf
 ∂t                   B0          B0
    (⟨δE⟩α-×-e∥    ⟨δB⊥-⟩α-)
= −      B0    + v∥  B0    ⋅∇XF0
  q [           (              ⟨δB  ⟩ )       ] ∂F
− -- ⟨v⊥ ⋅δE ⟩α + v∥e∥ + VD + v∥---⊥-α- ⋅⟨δE⟩α ---0.         (347)
  m                              B0            ∂𝜀