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SECTOR MAGNETS OR TRANSVERSE ELECTROMAGNETIC FIELDS IN CYLINDRICAL COORDINATES * T. Zolkin , Fermilab, Batavia IL 60510, USA Abstract Laplace’s equation in normalized cylindrical coordinates is considered for scalar and vector potentials describing elec- tric or magnetic fields with invariance along the azimuthal coordinate [1]. A series of special functions are found which when expanded to lowest order in power series in radial and vertical coordinates ( ρ = 1 and y = 0) replicate harmonic homogeneous polynomials in two variables. These functions are based on radial harmonics found by Edwin M. McMil- lan forty years ago. In addition to McMillan’s harmonics, a second family of radial harmonics is introduced to pro- vide a symmetric description between electric and magnetic fields and to describe fields and potentials in terms of the same functions. Formulas are provided which relate any transverse fields specified by the coefficients in the power series expansion in radial or vertical planes in cylindrical coordinates with the set of new functions. This result is important for potential theory and for theo- retical study, design and proper modeling of sector dipoles, combined function dipoles and any general sector element for accelerator physics and spectrometry. INTRODUCTION The description of sector magnets, any curved magnet symmetric along its azimuthal (longitudinal) cylindrical co- ordinate, is an important issue. Every modern accelerator code includes such elements, the most important being com- bined function dipoles. A widely used method, which goes back to Karl Brown’s 1968 paper [2], is based on a solution of Laplace’s equation for a scalar potential using a power series in cylindrical coordinates. A similar approach applied to Laplace’s equation for the longitudinal component of a vector potential can be found for example in [3]. The same approach appears in more recent books, e.g. [4]. Two major bottlenecks should be noticed. First, if one looks for a solution in the form of a series, then these se- ries must be truncated. In our case truncation means that potentials no longer satisfy Laplace’s equation. Of course potentials can “satisfy” Laplace’s equation up to any desired order by keeping more and more terms in the expansion, but they are not exact. More importantly, the recurrence equation is undetermined: in every new order of recurrence one has to assign an arbitrary constant, which will affect all other higher order terms. This ambiguity leads to the fact that there is no preferred, unique choice of basis functions; it makes it difficult to compare accelerator codes, since differ- * Fermi National Accelerator Laboratory (Fermilab) is operated by Fermi Research Alliance, LLC. for the U.S. Department of Energy under contract DE-AC02-07CH11359. [email protected] ent assumptions might be used for representations of basis functions. This indeterminacy has a simple geometrical illustration. Looking for a field with e.g. pure normal dipole component on a circular designed equilibrium orbit in lowest order, one can come up with an almost arbitrary shape of the magnet’s north pole if its south pole is symmetric with respect to the midplane. In the case of a dipole, the series can be truncated by keeping only its dipole component. For higher order multipoles in cylindrical coordinates truncation without vio- lation of Laplace’s equation is not possible. While working on an implementation of sector magnets for Synergia, I found assumptions which let me sum series for pure electric and magnetic skew and normal multipoles. Looking further for symmetry in the description allowed me to generate a family of solutions in which all the series could be summed, so that no truncation was required. While discussing my results with Sergei Nagaitsev, he brought my attention to an article by McMillan written in 1975 [5]. As I found later, the same result was independently obtained by S. Mane and published in the same journal about 20 years later [6] without citing McMillan’s original work. It made me to write this article in order to bring attention back to thees forgotten results. Joining my results to McMillan’s, I would like to present a new representation for multipole expansions in cylindrical coordinates. Any transverse field can be expanded in terms of these functions and related to power series expansions in horizontal or vertical planes. The new approach does not contradict previous results but embraces them. The ambigu- ity in choice of coefficients and the problem of truncation are resolved. Thus it can be employed for theoretical studies, design and simulation of sector magnets. The expansion of static electromagnetic fields with ro- tational symmetry about vertical axis, y, is derived in right-handed normalized cylindrical coordinates ( ˆ e ρ , ˆ e y , ˆ e θ ). Sometimes sector coordinates ( ˆ e x , ˆ e y , ˆ e θ ) are used instead. They defined as another orthogonal right-handed normalized system of coordinates with ρ = x + 1. It is in sector coor- dinates scalar potential Φ and only one nonvanishing com- ponent of vector potential A θ , when expanded at x, y = 0, reproduce harmonic homogeneous polynomials in the lowest order of expansion. The paper is structured as follows. In first section we con- sider pure transverse electric or magnetic fields in cylindrical coordinates. In the second one we compare new results with traditional approach of power series ansatz. Tables 1–2 are supplementary materials with sector harmonics and its rela- tionship with power series expansion of fields. ISBN 978-3-95450-180-9 Proceedings of NAPAC2016, Chicago, IL, USA THPOA31 5: Beam Dynamics and EM Fields D03 - Calculations of EM fields - Theory and Code Developments 1167 Copyright © 2016 CC-BY-3.0 and by the respective authors

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Page 1: Sector Magnets or Transverse Electromagnetic Fields in ...accelconf.web.cern.ch/AccelConf/napac2016/papers/thpoa31.pdf · SECTOR MAGNETS OR TRANSVERSE ELECTROMAGNETIC FIELDS IN CYLINDRICAL

SECTOR MAGNETS OR TRANSVERSE ELECTROMAGNETIC FIELDSIN CYLINDRICAL COORDINATES ∗

T. Zolkin†, Fermilab, Batavia IL 60510, USA

AbstractLaplace’s equation in normalized cylindrical coordinates

is considered for scalar and vector potentials describing elec-tric or magnetic fields with invariance along the azimuthalcoordinate [1]. A series of special functions are found whichwhen expanded to lowest order in power series in radial andvertical coordinates (ρ = 1 and y = 0) replicate harmonichomogeneous polynomials in two variables. These functionsare based on radial harmonics found by Edwin M. McMil-lan forty years ago. In addition to McMillan’s harmonics,a second family of radial harmonics is introduced to pro-vide a symmetric description between electric and magneticfields and to describe fields and potentials in terms of thesame functions. Formulas are provided which relate anytransverse fields specified by the coefficients in the powerseries expansion in radial or vertical planes in cylindricalcoordinates with the set of new functions.

This result is important for potential theory and for theo-retical study, design and proper modeling of sector dipoles,combined function dipoles and any general sector elementfor accelerator physics and spectrometry.

INTRODUCTIONThe description of sector magnets, any curved magnet

symmetric along its azimuthal (longitudinal) cylindrical co-ordinate, is an important issue. Every modern acceleratorcode includes such elements, the most important being com-bined function dipoles. A widely used method, which goesback to Karl Brown’s 1968 paper [2], is based on a solutionof Laplace’s equation for a scalar potential using a powerseries in cylindrical coordinates. A similar approach appliedto Laplace’s equation for the longitudinal component of avector potential can be found for example in [3]. The sameapproach appears in more recent books, e.g. [4].Two major bottlenecks should be noticed. First, if one

looks for a solution in the form of a series, then these se-ries must be truncated. In our case truncation means thatpotentials no longer satisfy Laplace’s equation. Of coursepotentials can “satisfy” Laplace’s equation up to any desiredorder by keeping more and more terms in the expansion,but they are not exact. More importantly, the recurrenceequation is undetermined: in every new order of recurrenceone has to assign an arbitrary constant, which will affect allother higher order terms. This ambiguity leads to the factthat there is no preferred, unique choice of basis functions; itmakes it difficult to compare accelerator codes, since differ-

∗ Fermi National Accelerator Laboratory (Fermilab) is operated by FermiResearchAlliance, LLC. for theU.S. Department of Energy under contractDE-AC02-07CH11359.† [email protected]

ent assumptions might be used for representations of basisfunctions.

This indeterminacy has a simple geometrical illustration.Looking for a field with e.g. pure normal dipole componenton a circular designed equilibrium orbit in lowest order, onecan come up with an almost arbitrary shape of the magnet’snorth pole if its south pole is symmetric with respect to themidplane. In the case of a dipole, the series can be truncatedby keeping only its dipole component. For higher ordermultipoles in cylindrical coordinates truncation without vio-lation of Laplace’s equation is not possible.

While working on an implementation of sector magnetsfor Synergia, I found assumptions which let me sum seriesfor pure electric and magnetic skew and normal multipoles.Looking further for symmetry in the description allowedme to generate a family of solutions in which all the seriescould be summed, so that no truncation was required. Whilediscussing my results with Sergei Nagaitsev, he brought myattention to an article by McMillan written in 1975 [5]. As Ifound later, the same result was independently obtained byS. Mane and published in the same journal about 20 yearslater [6] without citing McMillan’s original work. It mademe to write this article in order to bring attention back tothees forgotten results.

Joining my results to McMillan’s, I would like to presenta new representation for multipole expansions in cylindricalcoordinates. Any transverse field can be expanded in termsof these functions and related to power series expansions inhorizontal or vertical planes. The new approach does notcontradict previous results but embraces them. The ambigu-ity in choice of coefficients and the problem of truncationare resolved. Thus it can be employed for theoretical studies,design and simulation of sector magnets.

The expansion of static electromagnetic fields with ro-tational symmetry about vertical axis, y, is derived inright-handed normalized cylindrical coordinates (eρ, ey, eθ ).Sometimes sector coordinates (ex, ey, eθ ) are used instead.They defined as another orthogonal right-handed normalizedsystem of coordinates with ρ = x + 1. It is in sector coor-dinates scalar potential Φ and only one nonvanishing com-ponent of vector potential Aθ , when expanded at x, y = 0,reproduce harmonic homogeneous polynomials in the lowestorder of expansion.

The paper is structured as follows. In first section we con-sider pure transverse electric or magnetic fields in cylindricalcoordinates. In the second one we compare new results withtraditional approach of power series ansatz. Tables 1–2 aresupplementary materials with sector harmonics and its rela-tionship with power series expansion of fields.

ISBN 978-3-95450-180-9 Proceedings of NAPAC2016, Chicago, IL, USA THPOA31

5: Beam Dynamics and EM FieldsD03 - Calculations of EM fields - Theory and Code Developments 1167 Co

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Page 2: Sector Magnets or Transverse Electromagnetic Fields in ...accelconf.web.cern.ch/AccelConf/napac2016/papers/thpoa31.pdf · SECTOR MAGNETS OR TRANSVERSE ELECTROMAGNETIC FIELDS IN CYLINDRICAL

MULTIPOLES IN CYLINDRICALCOORDINATES

In the normalized right-handed cylindrical coordinate sys-tem, when cylindrical symmetry ∂/∂ θ = 0 is imposed, theLaplace equations reduce to

4Φ ≡ ∇ · ∇Φ = 4⊥Φ +1ρ

∂Φ

∂ρ

=∂2Φ

∂ρ2 +1ρ

∂Φ

∂ρ+∂2Φ

∂y2 = 0 ,

4A ≡ ∇ (∇ · A) − ∇ × (∇ × A) =(4Aθ −

Aθρ2

)eθ

=

(∂2 Aθ∂ρ2 +

∂ Aθ∂ρ+∂2 Aθ∂y2 −

Aθρ2

)eθ = 0 .

Compared to the case with Cartesian coordinates these equa-tions look quite different from each other. In order to retainthe symmetry one can note that

(4A)θ =1ρ

[∂2

∂ρ2 −1ρ

∂ρ+

∂2

∂y2

](ρ Aθ ) .

Thus looking for the solution in a form similar to harmonichomogeneous polynomials

Φ = −n∑

k=0

Fn−k(ρ)(n − k)!

yk

k!

(Cn sin

k π2+ Dn cos

k π2

),

Aθ = −n∑

k=0

Gn−k(ρ)(n − k)!

yk

k!

(Cn cos

k π2− Dn sin

k π2

),

where Cn and Dn are normal and skewmultipole coefficientsof the expansion, one can find that functionsFn(ρ) andGn(ρ)are related to each other through

Gn−1 =1nρ∂ Fn∂ρ

Fn−1 =1n

∂ Gn∂ρ

and satisfying recurrence equations

∂2Fn(ρ)∂ρ2 +

∂ Fn(ρ)∂ρ

= n (n − 1) Fn−2(ρ) ,

∂2Gn(ρ)∂ρ2 − 1

ρ

∂ Gn(ρ)∂ρ

= n (n − 1) Gn−2(ρ) .

In addition, Fn(ρ) and Gn(ρ) allow us to construct loweringoperators

Fn =1

(n + 1)(n + 2)

[1ρ

∂ρ

(ρ∂

∂ρ

)]Fn+2 ,

Gn =1

(n + 1)(n + 2)

[ρ∂

∂ρ

(1ρ

∂ρ

)]Gn+2 ,

and corresponding raising operators where the lower limitstake care of two arbitrary constants of integration

Fn = n (n − 1)∫ ρ

1

∫ ρ

1ρFn−2 d ρ d ρ,

Gn = n (n − 1)∫ ρ

∫ ρ

1

1ρGn−2 d ρ d ρ .

P n(ρ) F n(ρ) G n(ρ)/ρ G n(ρ)

ρ

ρ

ρ

ρ

ρ ρ

ρρ

1

1−1

−1

1

1

1

1 1

1

1

1

−1

−1 −1 −1

−1−1−1

−1

2 2

2

2 2

2 2 2

2

2

2 2

22

1

1 1

1

1

1n =

0,2

,4,6

,8n

= 1

,3,5

,7,9

0

0

0

0

0 0

00

Figure 1: First five even (top row) and odd (bottom row)members of power functions Pn(ρ) = ρn, Fn(ρ), Gn(ρ)ρ andGn(ρ) from the left to the right respectively.

These operators can be used to recursively calculate allmembers of F− and G−functions. An additional constraintto terminate recurrences defines lowest orders as

F0 = 1, F1 = ln ρ, G0 = 1, G1 = (ρ2 − 1)/2.

The first ten members of Fn and Gn are shown in Fig. 1.Note that Taylor series of these functions at ρ = 1 areT(Fn,Gn) = xn + O(xn+1). The difference relation for Fnand first members have been found by E.M. McMillan andI would like to acknowledge it by given them a name ofMcMillan radial harmonics. In addition to his results weintroduced adjoint McMillan radial harmonics, Gn, in orderto provide the symmetry in description between electric andmagnetic fields. Finally, in order to define the set of func-tions for pure sector multipoles (see Fig. 2) we will definesector harmonics:

A(e)n (ρ, y) =n∑

k=0

(nk

)cos

k π2Fn−k(ρ) yk,

A(m)n (ρ, y) =n∑

k=0

(nk

)cos

k π2Gn−k(ρ)

ρyk,

B(e)n (ρ, y) =n∑

k=0

(nk

)sin

k π2Fn−k(ρ) yk,

B(m)n (ρ, y) =n∑

k=0

(nk

)sin

k π2Gn−k(ρ)

ρyk,

obeying differential relations

n (A,B)(e )n−1 = ±

∂ (B,A)(e)n∂y

=1ρ

∂[ρ (A,B)(m)n

]∂ρ

,

n (A,B)(m)n−1 = ±

1

∂[Aρ (B,A)

(m)n

]∂y

=∂ (A,B)(e)n

∂ρ.

Last pair of equations show that these harmonics describenot only potentials but components of a field as well, since

E = −∂Φ∂ρ

eρ−∂Φ

∂yey , B =

∂ ρAθ∂y

eρ−1ρ

∂ ρAθ∂ρ

ey .

THPOA31 Proceedings of NAPAC2016, Chicago, IL, USA ISBN 978-3-95450-180-9

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5: Beam Dynamics and EM FieldsD03 - Calculations of EM fields - Theory and Code Developments

Page 3: Sector Magnets or Transverse Electromagnetic Fields in ...accelconf.web.cern.ch/AccelConf/napac2016/papers/thpoa31.pdf · SECTOR MAGNETS OR TRANSVERSE ELECTROMAGNETIC FIELDS IN CYLINDRICAL

Figure 2: 3D models of pure 2n-pole sector magnets. North (red) and south (blue) poles are given by constant levels of(B,A)(e)n = ∓const for normal and skew magnets respectively. From the left to the right: skew S-dipole, normal S-dipole,skew S-quadrupole, normal S-quadrupole and skew S-sextupole. The circular design orbit ρ = 1 is shown in green color.

RECURRENCE EQUATIONS IN SECTORCOORDINATES

An alternative approach to finding expansions for poten-tials is to use a general power series ansatz

Φ = −∞∑

m,n≥0Vm,n

xm

m!yn

n!,

Aθ = −∞∑

m,n≥0

11 + x

Vm,nxm

m!yn

n!.

In Cartesian coordinates the substitution gives the recur-rence relation Vm+2,n + Vm,n+2 = 0. It immediately definesall coefficients, and up to a common factor, they coincidewith the coefficients of harmonic homogeneous polynomi-als. In sector coordinates the same substitution gives twonew undetermined recurrences, and, for scalar and vectorpotentials they are respectively

Vm+2,n + Vm,n+2 = −(m ± 1)Vm+1.n − m Vm−1,n+2.

In order to solve these recurrences, one can look for a solu-tion where each term can be expressed in the form

Vi, j = V∗i, j + V (i+j−1)i, j + V (i+j−2)

i, j + V (i+j−3)i, j + . . .

where starred variables are the “design” terms given by puremultipole fields satisfying V∗

m+2,n + V∗m,n+2 ≡ 0. Other co-

efficients V (k)i, j are terms induced by lower k-th order puremultipoles due to recurrence, and for a particular 2n-polefor i + j > n are subject to be determined.In order to use these equations one will have to truncate

a recurrence. As a result the potentials representing mag-nets no longer satisfy Laplace’s equation. This violates the“physics” and should be avoided. While potentials can beapproximated with any precision by keeping an appropriatenumber of terms, when solving the recurrence, at each neworder one will find that an arbitrary constant αi ∈ (0; 1)should be introduced since the system is undetermined. Anadditional assumption, (Aθ,Φ) |x=0 ∝ yn allows us to trun-cate or sum the series. The resulting solutions would thencoincide with sector harmonics obtained above.

CONCLUSIONThe scalar and vector Laplace’s equations for static trans-

verse electromagnetic fields in normalized curvilinear or-thogonal coordinates with constant curvature κ = 1 andcylindrical symmetry are solved. The set of solutions namedsector harmonics (first few members are listed in Table 1). Itshould not be confused with cylindrical harmonics where ρ-dependent terms are given by Bessel functions. In contrast,the radial part is given by a set of harmonics, independentlyintroduced by E.M. McMillan in a “forgotten” article, andadjoint radial harmonics described in this work. When ex-panded around a circular design orbit (ρ = 1, y = 0), sectorharmonics resemble harmonic homogeneous polynomialsof two variables which are solutions in Cartesian geometry.This set of functions has two major advantages over the tradi-tional approach, widely used in the accelerator community,of using recurrences based on a power series ansatz. They donot require truncation and satisfy Laplace’s equation exactly.In addition they provide a well defined full basis of functionswhich can be related to any field by expansion in radial orvertical planes, see Table 2. Thus, I would like to suggestthe set of sector harmonics as a new basis for the descriptionand design of sector magnets with translational symmetryalong the azimuthal coordinate.

ACKNOWLEDGMENTThe author would like to thank Leo Michelotti, Eric Stern

and James Amundson for their discussions and valuableinput, Alexey Burov for encouraging me to find a full familyof solutions, Valeri Lebedev whose solution for electrostaticquadrupole led me to a generalization, just as was the casewith E. M. McMillan and F. Krienen, and Sergei Nagaitsevwho introduced me to McMillan’s article, which helped mewith the symmetric description of electromagnetic fields.

REFERENCES[1] T. Zolkin, arXiv:1603.03451, 2016.[2] K. L. Brown, Adv. Part. Phys., vol. 1, p. 71, 1968.[3] E. Forest, Beam dynamics, Vol. 8: CRC Press, 1998.[4] H. Wiedemann, Particle Accelerator Physics: Springer, 2015.[5] E. M. McMillan, Nucl. Instrum. Meth., vol. 127, p. 471, 1975.[6] S. Mane, Nucl. Instrum. Meth., vol. 321, p. 365, 1992.

ISBN 978-3-95450-180-9 Proceedings of NAPAC2016, Chicago, IL, USA THPOA31

5: Beam Dynamics and EM FieldsD03 - Calculations of EM fields - Theory and Code Developments 1169 Co

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Page 4: Sector Magnets or Transverse Electromagnetic Fields in ...accelconf.web.cern.ch/AccelConf/napac2016/papers/thpoa31.pdf · SECTOR MAGNETS OR TRANSVERSE ELECTROMAGNETIC FIELDS IN CYLINDRICAL

Table 1: Sector Harmonics

n

A(e)n 0 1

1 ln ρ

2[ρ2−1

2 − y2]− ln ρ

3[−3 ρ2−1

2

]+ 3

(ρ2+1

2 − y2)

ln ρ

4[

3(ρ4+4 ρ2−5)8 − 6 ρ2−1

2 y2 + y4]− 3

(12 + ρ

2 − 2 y2)

ln ρ

A(m)n 0 1ρ

1 1ρ

[ρ2−1

2

]2 1

ρ

{[− ρ

2−12 − y2

]+ ρ2 ln ρ

}3 1

ρ

{[3(ρ2+1)

4ρ2−1

2 − 3 ρ2−12 y2

]− 3

2 ρ2 ln ρ

}4 1

ρ

{[− 3(5 ρ4−4 ρ2−1)

8 + 6 ρ2−12 y2 + y4

]+

3(2+ρ2−4 y2)2 ρ2 ln ρ

}B(e)n 0 0

1 y

2 y [2 ln ρ]

3 y{[

3 ρ2−12 − y2

]− 3 ln ρ

}4 y

{[−12 ρ2−1

2

]+ 4

(3 ρ2+1

2 − y2)

ln ρ}

B(m)n 0 0

1 yρ

2 yρ

[2 ρ2−1

2

]3 y

ρ

{[−3 ρ2−1

2 − y2]+ 3 ρ2 ln ρ

}4 y

ρ

{[4 3(ρ2+1)

4ρ2−1

2 − 4 ρ2−12 y2

]− 6 ρ2 ln ρ

}

Table 2: Relationship between coefficients determining the strength of pure normal and skew sector multipoles and powerseries expansion of field in radial and vertical planes at x, y = 0 (ρ = 1).

Cn Dn

n x = 0 y = 0 x = 0 y = 01 Fy Fy Fx Fx

2 ∂y Fx ∂x Fy −∂y Fy ∂x Fx + Fx

3 −∂2y Fy ∂2

x Fy + ∂x Fy −∂2y Fx ∂2

x Fx + ∂x Fx − Fx

4 −∂3y Fx ∂3

x Fy + ∂2x Fy − ∂x Fy ∂3

y Fy ∂3x Fx + 2 ∂2

x Fx − ∂x Fx + Fx

5 ∂4y Fy ∂4

x Fy + 2 ∂3x Fy − ∂2

x Fy + ∂x Fy ∂4y Fx ∂4

x Fx + 2 ∂3x Fx − 3 ∂2

x Fx + 3 ∂x Fx − 3 Fx

THPOA31 Proceedings of NAPAC2016, Chicago, IL, USA ISBN 978-3-95450-180-9

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