1. Introduction
Plasma flows are widespread in nature. Astrophysical magnetized, relativistic jets are an important subclass, related to high energy phenomena, e.g., in active galactic nuclei and gamma-ray bursts. It is desirable to analyze them by constructing steady-state solutions of the magnetohydrodynamic (MHD) equations, but also to explore their time evolution through waves and instabilities.
More generally, the stability of magnetized flows in astrophysics, but also in the laboratory, despite its obvious importance, has not been fully understood. There are various known modes, some of them internal and related to the current distribution inside the flows, some others related to discontinuities at interfaces, such as the Kelvin–Helmholtz or Rayleigh–Taylor instabilities, but in general the result is a mixture of all that depends on the characteristics of the unperturbed state.
There are a plethora of analytical studies on the hydrodynamic limit, but much fewer with the magnetic field included (e.g., Refs. [
1,
2]) due to the increasing complexity of the mathematics involved. There are even fewer studies of the relativistic regime for cylindrical geometry, even if we use simplified ideal MHD unperturbed states (Refs. [
3,
4,
5,
6,
7]) or the force-free approximation (Refs. [
8,
9,
10,
11]).
There are also many works studying the problem through numerical simulations (e.g., in the relativistic MHD regime, Refs. [
12,
13,
14,
15,
16,
17,
18]). However, to deeply understand the physics of the instabilities, to recognize when the various modes appear in astrophysical observations and laboratory experiments, and to interpret the numerical results of simulations, it is very helpful to analyze the eigenmodes of the problem.
The goal of this paper is to present the formalism of the linear stability analysis that will be applied to specific cases in future works. In
Section 2, we present the relativistic MHD equations; the unperturbed state for a steady, axisymmetric cylindrical flow with helical bulk velocity and magnetic field; the linearization process; and find the differential equations for the eigenfunctions.
Section 3 gives the boundary conditions necessary to solve the eigenvalue problem. In
Section 4, we present the WKBJ approach. In
Section 5, we give the expressions in some specific cases and analytical expressions for the solutions whenever possible. In
Section 6, we give an example of the application of the formalism and we conclude in
Section 7.
2. Linear Stability Analysis
2.1. Ideal MHD Equations
The ideal, special relativistic MHD equations consist of the mass, energy, and momentum conservations, together with Maxwell’s and Ohm’s laws
where
and
are the magnetic and electric field over
(Lorentz–Heaviside units),
and
are the charge and current densities (times
and
, respectively),
is the flow velocity over
c,
is the Lorentz factor,
t is the time times
c,
is the rest mass density times
,
P is the gas pressure, and
is the relativistic specific enthalpy (including the rest energy) over
.
1 The equation of state
may be the exact expression for a perfect gas
involving modified Bessel functions of the second kind [
19] or any other function approximating this expression in various limits, such as, e.g., the
with constant polytropic index
(
for
and
for
); the
, discussed in Ref. [
20]; or the
, discussed in Ref. [
21]. For any such function, we can find
as a function of
. The sound velocity is also a function of
, defined as
Introducing the total pressure
we can eliminate
P,
,
, and
and obtain the following system of equations, which give
,
,
,
, and
2.2. Unperturbed Flow
We consider a helical, axisymmetric, cylindrically symmetric, and steady unperturbed magnetized flow in which (in cylindrical coordinates (
) with
as the cylindrical radius and spacetime metric
)
The above quantities satisfy MHD Equations (1)–(9) if
The first two equations can be used to eliminate
and
, while the last implies
The equation of state gives as a function of distance through , and its derivative can be written as .
2.3. Linearization
Adding perturbations, it is straightforward to linearize the system of Equations (
12)–(17) and keep only first-order terms. Since the unperturbed flow depends on
only, the Eulerian perturbation (at a fixed point in space) can be decomposed into Fourier parts, i.e., each quantity
,
,
,
,
,
,
,
, and
can be written in the form
The azimuthal wavenumber m is an integer (since the flow is periodic in with period ), while the wavenumber k and the frequency are, in general, complex numbers. Usually, one assumes real k and complex (temporal approach) or real and complex k (spatial approach), but here we keep the most general expressions in which both k and are complex (in this way, the formalism may be used in subsequent studies following either temporal or spatial approaches).
The linearization of the definition
gives
, with
The linearized Equations (
12)–(17) together with Equation (
25) can be considered as a system of ten equations
2
where the elements
are given in
Appendix A.
We solved the above system of ten equations with respect to the ten unknowns [
,
,
,
,
,
,
,
,
,
], regarding them as functions of
,
, and
. The first eight equations gave
,
,
,
,
,
,
, and
. The remaining two are a system of two (four in real space) ordinary differential equations for
and
. This system can be written as
where
and the determinants
and
are given in
Appendix A.
The determinant
, whose zeros are singularities of the differential equations, can be written as
where
Here
is the Alfvén four velocity and
is the corresponding three velocity; similarly,
is the sound four velocity, while the subscript “co” refers to the comoving frame (for the Lorentz transformations, see, e.g., Appendix C in Ref. [
22]).
Note that we can choose a different way of solving the system of Equation (
26): We can solve the first nine equations and find [
,
,
,
,
,
,
,
,
] as functions of
,
, and
. Then, we can substitute all these in the last equation, which becomes a second-order differential equation for
, similar to the generalized Hain-Lüst Equation (see Ref. [
23] and references therein for the nonrelativistic case). In that case, the system (
27) is replaced by (with prime denoting a derivative with respect to
)
An alternative way can be to solve the ten Equation (
26) and find [
,
,
,
,
,
,
,
,
,
] as functions of
,
, and
. Then, the substitution of
inside the derivative
yields a second-order differential equation for
. Equivalently, we eliminate
in the system (
27) to find
We choose to work with the system (
27) since the singularities appear in a much simpler manner and also because both functions
and
are involved in the boundary conditions, as will become clear later.
3Solving the above system subject to the boundary conditions, we found the dispersion relation between and k. In the temporal approach, is complex and its imaginary part is the growth rate of the instability (if it is positive). Similarly, in the spatial approach, the imaginary part of the wavenumber k gives the corresponding growth rate, the inverse of the spatial scale in which the flow becomes unstable (the sign of gives the direction to which the instability grows).
3. Boundary Conditions
In every application of the linearization problem, the system of equations is augmented with the appropriate boundary conditions. The goal is to find the dispersion relation, i.e., the eigenvalues for which the eigenfunctions satisfy these conditions.
3.1. Symmetry Axis
For
, assuming that the functions
,
, and their derivatives are finite at
(meaning that the angular velocity and the poloidal current are regular functions at
), the approximate expressions of
,
, and
near the axis are given in
Appendix B and the system becomes
We choose
such that the solution remains finite on the axis (both
and
vanish on the axis in the case of
). Thus, the solutions near the axis behave as
For
, the approximate expressions of
near the axis are given in
Appendix B and the system becomes
3.2. Jet Boundary
The jet boundary is a tangential discontinuity and the following boundary conditions apply:
4 ,
, and
, where
denotes the jump of the quantity
inside the brackets.
5The Lagrangian
and Eulerian
perturbations are related through the Lie derivative
, where
is the generator of diffeomorphisms that map world lines of the unperturbed fluid parcels to world lines of the same parcels in the perturbed state, the so-called Lagrangian displacement four-vector
6 [
24]. Here,
denotes physical components and
, the space part of the displacement vector. Applying this relation for the velocity four-vector
, and using
(e.g., Ref. [
25]), we found
. To the first order (and since the unperturbed state is steady), we obtain
Note that the fourth Equation (for
) is not independent, implying the freedom of the choice of
. It is clear that the Lagrangian displacement three-vector is
.
7 Hereafter, we replace
with
and write the Eulerian perturbation of the velocity as
, similarly to the nonrelativistic case (e.g., Ref. [
26]).
For the adopted unperturbed state, the previous equation implies (using
)
The normal to the jet boundary has been perturbed and it is not, in general, equal to its unperturbed value
. Its value at point
can be written as
(Ref. [
24]), where
.
The flow velocity at point
is
, while at point
it is
. Thus, on the perturbed jet boundary,
and the boundary condition
gives
holds on both sides of the perturbed boundary as a result of the induction equation (which means that the field is frozen to the matter). Thus, the boundary condition
is automatically satisfied.
The last boundary condition at the perturbed boundary is related to the total pressure. We choose the position
, which corresponds to the same position
of the unperturbed flow for both sides of the contact discontinuity, since
is continuous [
2]. The total pressure at this position is
. Thus, the boundary condition
gives
Note that the equilibrium condition for the unperturbed state is expressed as
3.3. Infinity
At , the perturbations (both and ) should vanish. They should also correspond to outflowing waves in the direction.
A more practical way to deal with the solution at large radii is to assume a homogeneous unperturbed state with zero azimuthal velocity and azimuthal magnetic field. In that case, as will be shown in
Section 5.1, we can express the solution through Bessel functions that represent outflowing waves whose amplitudes vanish at infinity.
3.4. Numerical Procedure
Suppose that the unperturbed state has one tangential discontinuity at the surface of the jet
.
8 We can solve the eigenvalue problem using the shooting method. For given values of
m,
k, and
, we can solve the system of ordinary differential equations (i) in the regime
, starting from
and making use of the boundary conditions at this point, and (ii) in the regime
, starting from
(or expressing the solution in this regime through Bessel functions). We can then adjust the
,
in the temporal approach (or, similarly, the
,
in the spatial approach) and the values of
,
, such that the boundary conditions
,
,
,
are satisfied at
.
Note that two of these four conditions can be satisfied using the normalization freedom. Since the problem is linear, we can freely multiply the solutions for
and
with complex constants. If we know a solution
,
for
such that
, and, by integrating from
, we find
, then by modifying the solution in the
regime to
we automatically satisfy the conditions
and
.
The other two conditions that remain to be satisfied,
and
, can be written as
The above equations are equivalent to the requirement that the ratio of the complex functions
is continuous
If we are interested to find only the dispersion relation and not the eigenfunctions, the above is the only boundary condition that we need to consider at the surface of the jet (and any other tangential discontinuity that possibly exists in the unperturbed state).
4. WKBJ
If the unperturbed state is slowly varying compared with the wavelength of a perturbation, we can find approximate results following the WKBJ approach. For a differential equation of the form
, where
and
b are “slowly” varying functions of
, we search for solutions written in the general form
, where
s is a function of
to be determined. Defining
, the substitution gives
. We can solve this equation with a successive approximation method (see, e.g., Ref. [
27]). The equation gives
(there are two possibilities corresponding to the two solutions of
) and we can find the successive approximations using
. Assuming a zeroth-order solution
, the first approximation is
. If
is small compared with
(slowly varying function
), we can approximate
constant and
.
WKBJ for
: We first apply the above general method to Equation (
32). The WKBJ solution (up to the first order in
) is
WKBJ for
: Similarly for Equation (
33), the WKBJ solution (up to the first order in
) is
WKBJ for the system: We can apply a similar technique to the system of first-order differential Equation (
27). Writing the unknown functions in the form
the goal is to determine the complex functions
,
, and
, assuming that they are slowly varying. There is a degeneracy since we have tree functions,
K,
, and
, that determine the two
and
, so we are free to choose one of them or a relation between them, but we keep the expressions general at the moment.
Substitution in the system (
27) gives
The determinant of the array should be zero
while the ratio
can be found from the following two equivalent expressions
One can use these equations to find
K,
, and
using successive approximations: first give zeroth-order choices for
and
, find
K from Equation (
48), find the functions
and
from Equation (
49), calculate the new
and
, and repeat. (We remind that one relation between
,
, and
K is assumed known from the beginning to avoid the degeneracy mentioned above, so in each step of the algorithm the unknowns are only two, equal to the number of equations.)
The relation between
,
, and
K that we need to give to resolve the degeneracy is arbitrary.
9 The most symmetrical choice to proceed is to assume that
. In this way, the function
K has a one-to-one correspondence with the product
, while
(or
) is related to the ratio
.
For the zeroth-order choice with
(
is also zero since
), the zeroth-order WKBJ solution is
Since
, we have found
and
, where
, so
,
. Substituting in Equations (
48) and (
49), we find the first-order correction
and the new
. The resulting solution up to the first order is
All the variants of WKBJ analyzed above are equivalent (if we re-define the functions involved in the expressions of and , we can obtain one from the other). However, the zeroth-order choices of the constant functions are different: in the WKBJ for , it is ; in the WKBJ for , it is ; and in the WKBJ for the system with , it is . These choices lead to different solutions even to the zeroth-order. To judge which one is better requires knowledge of the relative importance of the various and their derivatives. In any case, the WKBJ approach works well when the wavenumber is sufficiently large (compared with the spatial scales of the slowing varying functions), and in that limit all variants converge to the same result. It is evident even by inspection that when derivatives are ignored, all expressions coincide.
Needless to say, one could continue the process and find the result to a higher order in each one of the variants. The practical use of the WKBJ method, however, is to be able to capture the basic properties of the solution from the zeroth-order expression, its wavelength in the radial direction (corresponding to the real part of K), and the rate of decaying amplitude (corresponding to the imaginary part of K). In addition to K, the ratio is important for the stability analysis, since the dispersion relation emerges from boundary conditions involving this function.
5. Jets with Constant Velocity
In this section, we give the form of the matrices in various subcases with astrophysical interest, corresponding to nonrotating flows with constant bulk velocity along the symmetry axis.
In these cases, the equilibrium condition of the unperturbed state is
and
The corresponding expressions for the matrices are
10It is interesting to note that if we define
with
(the first part of
), then the relation
holds, with
. This is the dispersion relation for the magnetosonic waves (see Appendix C in Ref. [
22]). Thus,
represents the radial wavenumber and equals the one found in the WKBJ approximation if
is sufficiently large (in which case the terms
and
are of order
and
and can be ignored). In that case, the curvature of the cylindrical geometry is negligible and the linear analysis gives the waves of the planar geometry as expected.
With
defined as above, or equivalently through the relation
the expressions are simplified
We examine various subcases below. In some of them, the resulting differential equations can be solved analytically.
5.1. The , Uniform Subcase
For flows with constant velocity along the symmetry axis (nonrotating) and zero azimuthal magnetic field, we have
If, in addition,
,
, and
are constant, the differential equation is simplified to Bessel
This case was analyzed in Ref. [
3].
For the unmagnetized case, the last expression is simplified to
, while for the cold case
. In general,
satisfies the relation for the magnetosonic waves
with
(see Appendix C in Ref. [
22]) and represents the wavenumber normal to the magnetic field in the comoving frame (which has radial and azimuthal parts,
—this sum is a constant, although both addends are functions of
).
If the regime of interest includes the rotation axis, the convenient form of the solution is with , such that remains finite at . If the regime of interest includes the , the convenient form of the solution is . Since, at large , the and , the two parts of the solution represent outgoing and ingoing waves. If we are interested in outgoing-only waves, we can choose the sign of to be the same with the sign of and set . Since, at large cylindrical distances, the should not diverge, we accept nonzero solutions only if .
5.2. The Subcase
In that case, the equilibrium condition is
and the matrices
where
.
The Axisymmetric Case with Constant Alfvén and Sound Velocities
In this case, we can find the exact solution.
The and are constants and the equilibrium of the unperturbed state gives that the density drops as and the magnetic field as , with as the plasma beta.
The differential equation for
, with constant
and
, zero
, and the substitution
, is transformed to Bessel of order
M with argument
The solution is
5.3. The Cold Limit
If the flow is cold, in addition to having constant velocity along the symmetry axis (nonrotating), we have
5.4. The Cold Subcase
If the flow is cold, the velocity is constant along the symmetry axis, and the magnetic field is only azimuthal, the equilibrium condition implies
with constant
I and the equations describing the perturbation are
where
and
.
We can define
and write the previous equations as
This is similar to Equation (6a) of Ref. [
28]; here, it is written in the general case, not only in the nonrelativistic case and for constant density, as in Cohn’s paper.
It is possible to find exact solutions in the following subcases:
5.4.1. Constant Alfvén Velocity
If
, the Alfvén velocity is constant. For the axisymmetric case
, we obtain the following exact solution (which corresponds to
Section 5.2 for
)
5.4.2. Alfvén Velocity
If the Alfvén velocity is
(
is constant and the density is
), we can find analytical expressions for the axisymmetric case
. Note that this solution cannot be extended to the axis since
approaches
c (and the density approaches zero) at a finite distance. The equation for
f simplifies to
or
, where
. Substituting
, we find that
U satisfies the Kummer equation
with
and
. The function
is proportional to
and
. This solution is the relativistic generalization of the solution found in Ref. [
28].
5.4.3. Alfvén Velocity
If the Alfvén velocity is ( is constant and the density is ), we can find analytical expressions for any m. Note that this solution cannot be extended to large radii since approaches c (and the density approaches zero) at a finite distance. The equation for f simplifies to (modified Bessel), where and . The function is proportional to and .
5.5. The Force-Free Limit
For
and negligible
, we obtain
5.6. The Nonrelativistic Limit
If we make the substitutions
(for all velocities),
and
, where
h is the nonrelativistic specific enthalpy and
is its perturbation, and then take the limit
, we obtain the equations in the nonrelativistic limit
6. An Example Case
Suppose we are interested in analyzing the axisymmetric perturbations of a magnetized relativistic jet consisting of two parts. These include a uniform inner part near the axis without a toroidal magnetic field and an outer cold, slower, and denser part with only a toroidal magnetic field, as in
Figure 1.
The jet is assumed to be surrounded by a medium with infinite density. We choose to follow the temporal approach, i.e., find complex for a given k.
The details of the unperturbed state follow.
Inner part : constant rest mass density , constant , given by the equation of state (the sound velocity is also known), uniform bulk velocity , and uniform magnetic field along the symmetry axis parametrized through the Alfvén proper velocity .
Outer part : cold, with uniform bulk velocity , and toroidal magnetic field with constant I (as required from the force balance). The proper Alfvén velocity and the corresponding three-velocity are assumed constants, while the rest mass density drops as .
Environment : the medium with infinite density acts as a solid wall for the perturbations.
The unperturbed state is fully determined by the parameters , , , , , and the ratio . The value of the density just renormalizes the values of pressure and the magnetic field. Similarly, the value of renormalizes all distances (also the wavenumbers k, , , and the frequency , since only the dimensionless quantities , , , , and appear in the equations).
The continuity of the total pressure in the unperturbed state relates the rest mass density ratio at the tangential discontinuity with the other quantities that parametrize the unperturbed state .
The dispersion relation will be found from the requirement that the is continuous everywhere.
6.1. Analytical Solution
The unperturbed state is chosen so that there are analytical solutions at each part.
For the inner part, as analyzed in
Section 5.1, the solution for axisymmetric perturbations (and using
) is
where
,
, and
. (We choose the
J solution of the Bessel differential equation such that it does not diverge at
).
For the outer part, using the results of
Section 5.4.1, the solution is
where
,
, and
.
Since the environment is assumed to act as a solid wall, the Lagrangian displacement should vanish, i.e., for .
The latter imposes the boundary condition
. Using this relation, we eliminate the constants
and
in the expression of
given in Equation (
63), and the continuity of
at
gives the dispersion relation
This is a complex algebraic equation and gives two equations in real space that can be numerically solved for the real and imaginary parts of
. It is convenient to first multiply the dispersion relation (
64) by the denominators of both sides and then take the real and imaginary part of the resulting equation.
We are interested to find the solutions that correspond to unstable modes, i.e., having
.
Figure 2 shows the results for the case
,
,
,
,
,
,
, and
, corresponding to a rest mass density contrast
). The family of red contours in the left panel of the figure corresponds to
, which satisfies the real part of the relation, and, similarly, the family of blue contours corresponds to
, which satisfies the imaginary part of the relation. The intersections of the two families are the accepted solutions of the dispersion relation. For the chosen parameters, there are three solutions (with positive
). The corresponding eigenfunctions are shown in the right panel of
Figure 2. In order to compare the analytical results with those of the other methods, we discuss below that we multiplied the solution of each mode by the appropriate constants such that
at
.
6.2. Numerical Integration
The dispersion relation can be found using the numerical procedure outlined in
Section 3.4 (which would have been the only choice if there were no analytical solutions). The important requirement that gives the dispersion relation is the continuity of the ratio
when we move from one regime to the other.
The procedure in detail: For the temporal approach, we give the wavenumbers
k and
m, give trial values of
and
, and start the integration of the system of differential Equation (
27) from a point arbitrarily close to the symmetry axis
with the ratio
as given in
Section 3.1 (one of the
,
is arbitrary at this point, since the problem is linear). When we reach the tangential discontinuity at
, we change the set of differential equations and start a new integration toward larger radii. The starting values
and
in the new integration are the ones found from the previous one (since these functions should be continuous). We stop the integration at
. The values of the real and imaginary parts of
at this point are
(we think of them as functions of the
and
that we used in the integration). We do this for a grid on the
plane and accept solutions that agree with the last boundary condition
. The contours
and
are shown in the left panel of
Figure 3 as black and orange contours, respectively. Their intersections are the accepted solutions for
. (The resulting
, as well as the corresponding eigenfunctions, are exactly the same as in
Figure 2).
The parametric study of the instability will be analyzed in a future work. However, we give in the right panel of
Figure 3 the result for the same unperturbed state, and same
, but for the nonaxisymmetric mode with
(for which there is no analytical solution).
6.3. Application of WKBJ
The WKBJ approach offers a way to find a local wavenumber in the radial direction whose real part corresponds to sinusoidal behavior and its imaginary part gives the variation in the amplitude. This can be applied around any point for any given . The regime where the approximation holds depends on how large is in comparison with the spatial scale of variation in the various , i.e., the spatial scale of variation in unperturbed state quantities and the cylindrical distance.
The WKBJ also gives an approximation for the ratio . Since the continuity of this ratio gives the dispersion relation, we can use WKBJ to find approximate solutions of the eigenvalue problem. The method works in cases with tangential discontinuities, provided that the disturbances are sufficiently localized, i.e., their amplitude drops sufficiently fast around the discontinuity. Suppose there is a discontinuity at , as in the example analyzed in this section. In general, the solutions of the eigenvalue problem depend on all boundary conditions, not only at but also on the axis and the solid wall. For localized disturbances around however, the influence of the last two boundary conditions is not important and we can find the eigenvalues applying WKBJ at .
We apply here the simplest variant, the zeroth-order WKBJ for the system, based on Equations (
50) and (51). In the regime
, we know the various
and find the
K with a positive imaginary part, corresponding to an exponential decrease as we move away from the discontinuity. Similarly, in the regime
, we know the various
and find the
K with a negative imaginary part. Although
and
K are different in the two sides, the function
should be continuous at
. Thus, the approximate dispersion relation is
.
Similarly to the other methods we can solve the latter through the intersection of contours in the
plane corresponding to its real and imaginary parts.
Figure 4 shows the results for the chosen unperturbed state. The locality of the disturbances does not seem to be a good approximation (the exact eigenfunctions we have found with the other methods do not drop fast around
, but reach the axis and the solid wall). Nevertheless, even in this case, the WKBJ is powerful and gives a good approximation for one of the modes, not surprisingly for the one whose eigenfunctions have relatively small values on the axis and the solid wall. Not only is the eigenvalue close to its exact value, but the eigenfunctions are also close to the exact ones, as can be seen in the right panel of
Figure 4 (the eigenfunctions were multiplied by an appropriate constant such that
, and so we can directly compare them with
Figure 2).
7. Conclusions
Linear stability analysis is an important tool to understand the dynamics of magnetized jets. We presented the methodology and the needed equations to perform this analysis for a cylindrical unperturbed jet. The curvature of the geometry has been taken into account through the use of cylindrical coordinates, as well as special relativity (relativistic bulk, Alfvén, and sound velocities are allowed). The expressions are unavoidably lengthy, but the procedure to use them is clear. For illustration purposes, we presented the results for a particular case in
Section 6.
There are countless cases to investigate to explore the nature of instabilities that are triggered due to, e.g., a current sheet or a bulk velocity shear. Linear stability analysis can be performed numerically in all cases. One simply needs to define the unperturbed state (which should be in force balance) and then integrate the system of differential Equation (
27), paying attention to the appropriate boundary conditions. The resulting growth rates and their dependence on the various characteristics of the unperturbed states can then be explored.
The analytical solutions presented in
Section 5 offer the opportunity for a complementary analysis, which can only be performed in limited subcases, but can be used to deeply understand the physics of the underlying mechanism for the instability, at least in these cases.
The WKBJ is also complementary and works when the disturbances are localized. On the one hand, it gives the local wavelength in the radial direction (in which we cannot formally Fourier analyze the eigenfunctions) as a function of the frequency and the other components of the wavenumber. On the other hand, it can be used to estimate the eigenvalues and eigenfunctions of localized modes.
Detailed applications and parametric studies focusing on particular instability mechanisms will follow in subsequent works.