Since δΦ is independent of the velocity in the particle coaordinates, the first term (adiabatic term) in expression (224) is trivial and the velocity integration can be readily performed (assume F0 is Maxwellian), giving
which is called adiabatic response. Next, let us perform the gyro-averaging and the velocity integration of the second term in expression (224), i.e.,
| (227) |
In order to perform the gyro-averaging of δΦ, we Fourier expand δΦ in space as
| (228) |
and then express x in terms of the guiding center variables (X,v) since the gyro-averaging is taken by holding X rather than x constant. The guiding-center transformation gives
| (229) |
Using expressions (228) and (229), the gyro-average of δΦ is written as
When doing the gyro-averaging, X is hold constant and thus e∥(X) is also constant. Then it is straightforward to define the gyro-angle α. Let k⊥ define one of the perpendicular direction 1, i.e., k⊥ = k⊥1. Then another perpendicular basis vector is defined by 2 = e∥×1. Then v⊥ is written as v⊥ = v⊥(1 cosα + 2 sinα), which defines the gyro-angle α. Then the blue expression in Eq. (230) is written as Then the gyro-averaging in expression (230) is written as
| (233) |
Next, we need to perform the integration in velocity space, which is done by holding x (rather than X) constant. Therefore, it is convenient to transform back to particle coordinates. Using X = x + v ×, expression (233) is written as
| (234) |
Then the velocity integration is written as
Similar to Eq. (231), except for now at x rather than X, ik ⋅ v × is written as
| (236) |
Since this is at x rather than X, k⊥, v⊥, and Ω are different from those appearing in expression (231). However, since this difference is due to the variation of the equilibrium quantity e∥∕Ω in a Larmor radius, and thus is small and is ignored in the following.
Plugging expression (236) into expression (235) and using dv = v⊥dv⊥dv∥dα, we get
Note that ∂F0∕∂𝜀 is independent of the gyro-angle α in terms of guiding-center variables. When transformed back to particle coordinates, X contained in ∂F0∕∂𝜀 will introduce α dependence via X = x + v ×. This dependence on α is weak since the equilibrium quantities can be considered constant over a Larmor radius distance evaluated at the thermal velocity. Therefore this dependence can be ignored when performing the integration over α, i.e., in terms of particle coordinates, ∂F0∕∂𝜀 is approximately independent of the gyro-angle α. Then the integration over α in Eq. (237) can be performed, yielding where again use has been made of the definition of the Bessel function.
In order to perform the remaining velocity integration in expression (238), we assume that F0 is a Maxwellian distribution given by
| (241) |
Again we will ignore the weak dependence of n0(X) and T(X) on v introduced by X = x + v × e∥∕Ω when transformed back to particle coordinates. (For sufficiently large velocity, the corresponding Larmor radius will be large enough to make the equilibrium undergo substantial variation. Since the velocity integration limit is to infinite, this will definitely occur. However, F0 is exponentially decreasing with velocity, making those particles with velocity much larger than the thermal velocity negligibly few and thus can be neglected.)
Parallel integration Using Eq. (241), the expression in the square brackets of Eq. (238) is written as
where v∥ = v∥∕vt, v⊥ = v⊥∕vt. Using
| (244) |
the integration over v∥ in expression (243) can be performed, yielding
| (245) |
Perpendicular integration Using (I verified this by using Sympy)
| (246) |
where I0(a) is the zeroth modified Bessel function of the first kind, expression (245) is written
| (247) |
where b = k⊥2vt2∕Ω2 = k⊥2ρt2. Then the corresponding density (227) is written as
| (248) |
In Fourier space, the adiabatic term in expression (226) is written as
| (249) |
Plugging expression (248) and (249) into expression (224), the polarization density np is written as
Define
| (251) |
then Eq. (250) is written as
| (252) |
Expression (252) agrees with the result given in Yang Chen’s notes. Note that the dependence on species mass enters the formula through the Larmor radius ρt in Γ0.
Γ0 defined in Eq. (251) can be approximated by the Pade approximation as
| (253) |
The comparison between the exact value of Γ0 and the above Pade approximation is shown in Fig. 1.
Using the Pade approximation (253), the polarization density np in expression (252) can be written as
(Pade approximate is the “best” approximation of a function by a rational function of given order – under this technique, the approximant’s power series agrees with the power series of the function it is approximating.)In the long wavelength limit, k⊥ρ ≪ 1, expression (254) can be further approximated as
Then the corresponding term in the Poisson equation is written as where λD is the Debye length defined by λD2 = T𝜀0∕(n0q2). For typical tokamak plasmas, the thermal ion gyroradius ρi is much larger than λD. Therefore the term in expression (256) for ions is much larger than the space charge term ∇2δΦ ≡∇⊥2δΦ + ∇∥2δΦ ≈∇⊥2δΦ in the Poisson equation. Therefore the space charge term can be neglected in the long wavelength limit.Equation (256) also shows that electron polarization density is smaller than the ion polarization density by a factor of ρe∕ρi ≈ 1∕60. Note that this conclusion is drawn in the long wavelength limit. For short wavelength, the electron polarization and ion polarization density can be of similar magnitude (to be discussed later).
The polarization density expression (255) is for the long wavelength limit, which partially neglects FLR effect. Let us go back to the more general expression (254). The Poisson equation is written
| (257) |
Write δni = npi + δni′, where δnpi is the ion polarization density, then the above expression is written
| (258) |
Fourier transforming in space, the above equation is written
| (259) |
where pi is the Fourier transformation (in space) of the polarization density npi and similar meanings for δ, δi′, and δe. Expression (254) implies that pi is given by
| (260) |
Using this, equation (259) is written
| (261) |
Multiplying both sides by (1 + k⊥2ρi2)∕𝜀0, the above equation is written
| (262) |
Next, transforming the above equation back to the real space, we obtain
| (263) |
Neglecting the Debye shielding term, the above equation is written
| (264) |
which is the equation actually solved in many gyrokinetic codes, where λDi2 = 𝜀0Ti∕(qi2ni0).