1. Introduction
Light is composed of many photons that are absorbed and emitted by atomic systems as electromagnetic radiation. This property classifies light as an electromagnetic wave [
1]. An electromagnetic wave can be defined and described by a vector field, which contains two degrees of freedom: spatial degrees of freedom (DoF) and polarization DoF [
2]. In recent years, both DoFs have garnered significant attention and have been studied and applied in various fields. For instance, polarization DoF have found applications in tight focusing of light beams [
3], particle acceleration [
4], vectorial Doppler metrology for detecting universal motion vectors [
5], nonlinear optics [
6], and classical entanglement [
7]. The spatial DoF of light can be controlled manipulating the orbital angular momentum (OAM). This has led to what we now refer to as structured light [
8]. Structured light has been applied in areas such as imaging and microscopy [
9], optical trapping [
10,
11], and quantum computing [
12], to name a few. By controlling these two DoFs of light, we can generate a variety of more complex optical fields. A concise method to characterize and describe these complex optical fields is highly desired. The Poincaré sphere is a powerful and practical tool, providing a descriptive framework for these intricate light fields, characterizing their physical properties, and finding broad applications in engineering.
Several Poincaré spheres have been proposed and investigated. The development process of Poincaré spheres is illustrated in
Figure 1, with
Figure 1a–d depicting classical Poincaré sphere (Classical-PS), higher-order Poincaré sphere (HOPS), hybrid-order Poincaré sphere (HyOPS), and total angular momentum-conserving Poincaré sphere (TAM-C PS), respectively. The dashed lines connecting the spheres signify the evolutionary changes in the definitions of each generation of Poincaré spheres, relative to the Classical-PS.
The Classical-PS was introduced in 1892 as a representation within the optical context of Bloch spheres. Various polarization states of optical fields can be clearly characterized on it [
13]. Its north and south poles are defined as left and right circular polarizations, which form an orthogonal basis. Any other pure state field can be constructed through complex linear combinations of these two basis vectors. This implies that four real numbers are needed to describe such a pure state field. However, only the relative phase between the two orthogonal bases has physical significance. Therefore, three real numbers are sufficient to characterize any pure state field, leading to the construction of a three-dimensional Poincaré sphere. The relative phases of the orthogonal bases are represented by two angles,
and
, which are mapped to the polar and azimuthal angles of the Poincaré sphere, respectively. Further mathematical details are provided in
Section 2 and
Section 3. Consequently, different polarization states of light beams can be mapped onto the Poincaré sphere, and it provides a geometric model that offers an intuitive and insightful representation framework for complex light field polarizations, leading to widespread applications [
14].
However, the Classical-PS cannot describe higher-order solutions of Maxwell’s vector wave equation. In 2011, Giovanni et al. developed a new type of Poincaré sphere called the HOPS by extending the complex Jones vector basis of plane-wave polarization [
15]; Unlike the eigenmodes corresponding to the two poles of the Classical-PS, the HOPS introduces orbital states of equal magnitude but opposite handedness in its expressions. It should be noted that different OAM states are orthogonal to each other, making OAM states a complete orthogonal basis, allowing any optical field to be decomposed on this basis. Therefore, the introduction of OAM still ensures the orthogonality of the eigenmodes. In this way, the introduction of spatial degrees of freedom is achieved, and a special type of light beam, the cylindrical vector beam, can be characterized within the framework of the Poincaré sphere. However, the HOPS does not incorporate an important type of light beam, vector vortex beams, into the Poincaré sphere framework. The
Figure 1(b1,b2) illustrate the concept of the HOPS, where the red dashed lines represent the extension of the definition of HOPS eigenmodes relative to that of the Classical-PS. It is worth noting that there are two types of HOPSs. This is due to the fact that the handedness of OAM can be the same or opposite to that of circular polarization (it corresponds to spin angular momentum (SAM)
). The
Figure 1(b1) represents the case where the handedness is the same, while the
Figure 1(b2) represents the opposite handedness cases.
In 2015, Yi et al. introduced the HyOPS, which shares a similar construction with the HOPS [
16]; Unlike the HOPS, the HyOPS allows arbitrary selection of the state value and sign of OAM. The green dashed lines in
Figure 1 illustrate this modified definition. This makes the HyOPS a more generalized Poincaré sphere, capable of expressing vector vortex beams. However, it should be noted that some HyOPSs are ill-defined. This issue arises from the geometric mismatch of their eigenmodes, which leads to a contradiction: the optical fields generated based on the definition of eigenstates by HyOPSs sometimes do not satisfy the definition of Stokes parameters, as shown in the
Figure 1(c2). It can be observed that the radii of the eigenmodes corresponding to the two poles of the sphere are significantly different. Because the beam radius (defined at the point of maximum intensity, relative to the beam center) is directly proportional to the magnitude of the topological charge,
(corresponding to the modulus of the OAM eigenvalue), i.e.,
. Therefore, the geometric size of beams carrying different OAM values will differ, especially when there is a substantial difference between the topological charge values carried by the two eigenmodes. This significant size mismatch in the eigenstates results in the outcome shown in the
Figure 1(c2) which is inconsistent with the definition of Stokes parameters.
Based on the research and analysis of the existing Poincaré sphere systems, this study proposes a new Poincaré sphere theoretical framework that not only inherits the characteristics of previous generations but also overcomes the limitations of the current Poincaré spheres. Building upon previous work, we introduce a condition based on the conservation of total angular momentum (TAM) and define a new Poincaré sphere, which we refer to as the TAM-C PS. The
Figure 1d provides a schematic illustration of TAM-C PS. Due to its incorporation of the concept of angular momentum conservation, TAM-C PS provides a clearer physical interpretation and depiction compared to existing Poincaré spheres. Considering the complexity and limited applicability of classical and existing higher-order Poincaré spheres, as well as the issues with certain definitions, TAM-C PS emerges as a valuable addition to this field. Furthermore, based on TAM-C PS, this study introduces two TAM-C PS braid clusters, which enable the characterization of various Poincaré spheres, including the Classical-PS, HOPS, HyOPS, and Poincaré sphere with orbital angular momentum (PS-OAM), within a single framework.
A brief overview of the development process of Poincaré spheres is provided with
Figure 1a–d in depicting Classical-PS, HOPS, HyOPS, and TAM-C PS, respectively. The dashed lines connecting the spheres represent the evolutionary progression of the definition of each generation of Poincaré spheres relative to the Classical-PS. Two key points should be noted:
a. The HOPS has two types, as shown in
Figure 1(b1,b2). The
Figure 1(b1) illustrates the case where the handedness of OAM and SAM is identical, whereas the
Figure 1(b2) depicts the scenario where their handedness are opposite. Consequently, the polarizations of the optical fields represented by the spheres in
Figure 1(b1,b2) are different.
b. The PS-OAM has not been studied separately in the evolutionary history of Poincaré spheres; therefore, it is not included in
Figure 1. Because the optical fields represented by the PS-OAM are important in optics, it is described as a single type of the Poincaré sphere family in
Section 3.
2. Methods
2.1. Total Angular Momentum of Monochromatic Paraxial Beams
This study integrates the conservation conditions of total angular momentum (TAM) into the higher-order Poincaré sphere system, establishing a novel framework for representing vector vortex beams. In this section, we elucidate the concept of TAM conservation and explain how it functions within the Poincaré sphere to give rise to the new total angular momentum-conserving Poincaré sphere (TAM-C PS) introduced in this paper. It is important to note that all beams discussed in this study are considered under the assumption of monochromatic paraxial approximation. This refers to a class of well-collimated beams in which all light rays form only slight angles with the beam axis. Within this context, the quantum number for TAM can be expressed as the sum of the quantum numbers for spin angular momentum (SAM:
) and orbital angular momentum (OAM:
) [
17]. However, it is important to clarify that the magnitude of the TAM cannot always be straightforwardly defined as the sum of the magnitudes of SAM and OAM [
18]. Nevertheless, for monochromatic paraxial light beams, these two inherently different forms of angular momenta can be well-distinguished: SAM is defined by the dynamic rotation of electric and magnetic fields around the direction of propagation and is described by a characteristic phase factor
, where
is the spin quantum number, given values of
or
; OAM is defined by the dynamic rotation of light rays around the central axis of the beam and is described by a characteristic phase factor
, where
is the topological charge number, given values of
or any integer. It is worth noting that SAM and OAM are related to circular polarization of the electric field and the helical wavefront of the beam [
19], respectively, in the case of paraxial beams. Furthermore, both azimuthal angles
and
are defined in the transverse plane orthogonal to the direction of light propagation (e.g.,
-direction), with their values ranging from [0, 2π). Thus, the definitions of these two azimuthal angles are equivalent, allowing the phase factor of monochromatic paraxial light beams carrying both SAM and OAM to be expressed as
. Consequently, the value of TAM, under the assumption of monochromatic paraxial approximation, is given by
per photon.
This conclusion can also be verified using group theory, where infinitesimal operators provide the starting point for defining the corresponding groups. SAM and OAM characterize the intrinsic polarization degrees of freedom and the orbital degrees of freedom, respectively [
20]. Since these two quantities are generated in different spaces, their commutation relation can be expressed as [
21]
When operators
and
act together on one system, the corresponding action of the infinitesimal rotation can be expressed as
Then, the TAM can be defined as
The
of
in Equation (3) represents a unit position operator in orbital space, and that of
represents a unit operator in spin space. Equation (3) can be expressed in a more concise form as
In this work, all light beams are discussed under the assumption of monochromatic paraxial approximation. Consequently, the value of TAM of each TAM-C PS is equal to .
The aim of this work is to integrate the conservation conditions of TAM into the higher-order Poincaré sphere system. More specifically, each TAM-C PS represents a rotationally symmetric system. In contrast to other Poincaré spheres, our framework specifically constrains the magnitude of TAM for light beams on a TAM-C PS to a designated value. As a result, the evolution path of optical fields within the same sphere is characterized by TAM conservation, and the entire physical system displays rotational symmetry. For systems where angular momentum is not conserved, two or even multiple spheres can be employed to represent the process of TAM non-conservation. The mathematical definition of TAM-C PS will be provided subsequently, and we will elaborate in detail how this definition satisfies the condition that the TAM of a beam represented on the same sphere is of a specific value.
2.2. Total Angular Momentum-Conserving Poincaré Sphere Representation
In this part, we introduce the mathematical definition of the TAM-C PS. An arbitrary pure state can be constructed through the complex linear combination of two eigenstates, represented as the north and south poles on the Poincaré sphere. Accordingly, the mathematical expression for a monochromatic paraxial beam corresponding to a point on the TAM-C PS is formulated as follows:
We use the notation to represent a monochromatic paraxial beam corresponding to a point with TAM on the TAM-C PS. The symbols and represent a pair of eigenstates located on the north and south poles of the TAM-C PS, respectively. Specifically, these eigenstates represent right-circularly and left-circularly polarized vortex beams with OAM quantified as , , respectively. The symbols , represent the coefficients of these two eigenstates, which are defined by relative intensity (variables ) and relative phase ().
Based on the requirement of TAM conservation, the TAM (denoted as ) of light beams corresponding to points on the same spherical surface should be the same. The polarization state at the north pole is designated as right-handed circular polarization (), while the state at the south pole is established as left-handed circular polarization (). As a result, the topological charge of the OAM at the north pole is , and at the south pole, it is ; the OAM at the south pole is greater than that at the north pole by 2.
By defining the Stokes parameters, we can geometrically project arbitrary pure states, as represented by Equation (5), onto the TAM-C PS. The Stokes parameters for the TAM-C PS are specified as outlined in Equations (6)–(9) [
22]:
The parameter represents the normalized optical field intensity, and it is reflected in TAM-C PS as sphere’s radius. By examining the expressions for , and (Equations (7)–(9)), we can see that these three parameters are precisely the expressions for the unit sphere coordinates. Therefore, using the parameters , and , we define three mutually orthogonal axes for TAM-C PS. Subsequently, any pure state field can be mapped onto a sphere.
4. Discussion
In this section, we will discuss some important features of the TAM-C PS and its braid clusters.
On one TAM-C PS, the OAM of the beam represented by its north pole is always less than that of the beam represented by its south pole.
In
Figure 5a, all the HOPSs belong to the second category. Notably, the TAM-C PS with TAM
is equivalent to the HOPS with poles carrying
OAM.
In
Figure 5b, nearly all HOPSs belong to the first category, except for the TAM-C PS with TAM
(which, as mentioned in the last point, is equivalent to the second category of HOPSs with poles carrying
OAM).
The PS-OAM is constructed by linking the north pole of one TAM-C PS with the south pole of another sphere, both having the same OAM value. This implies that the orbital states of the two eigenmodes represented by the north and south poles of the PS-OAM are not orthogonal. Despite the non-orthogonality of the orbital states, the polarization states of the two poles remain orthogonal to each other. Therefore, the PS-OAM can be considered as a special type of Classical-PS with a specific OAM state.
Figure 6 illustrates two types of light beam evolution paths within the braid clusters. In the
Figure 6a, the black line depicts a closed path starting from the north pole, passing through the south pole, and returning to the north pole. This closed path can be further reduced to the collection of blue lines and eventually to a single point. In contrast, the solid line linking two spheres in the
Figure 6b cannot be reduced to a single point like the closed curve in the
Figure 6a. Inspired by this geometric property, we attempt to find its corresponding physical significance. These two types of paths represent two distinct evolution processes. The first type (shown in the
Figure 6a) corresponds to the TAM conservation process of a rotationally symmetric system, as the entire optical field evolution process occurs on the same TAM-C PS. Through calculation, it can be shown that the geometric phase associated with this cyclic evolution process is always zero (details of the calculation are presented below). In contrast, the second type of optical field evolution path represents the TAM non-conservation process, corresponding to a rotationally symmetric breaking system, and the geometric phase generated by this process is generally non-zero.
When a pure state
undergoes a cyclic optical evolution within the parameter space
, returning to its initial state, an additional phase (geometric phase) emerges in addition to the dynamic phase. This geometric phase is described by the equation [
24,
25]:
is the Berry curvature, defined as:
is named the Berry connection, as given in [
25]:
represents the pure state on the TAM-C PS. It is expressed as:
Notations
and
denote the polar and azimuthal angles of the Poincaré sphere, respectively. The Berry connection
has three components in spherical coordinates, which are
,
, and
. By substituting Equation (13) into Equation (12), the expressions of these three components can be obtained, and they are shown as follows:
Therefore, by substituting Equation (14) into Equation (11), we can get the Berry curvature
Consequently, by substituting the Berry curvature
into Equation (10), the geometric phase
can be got
Here, Ω represents the surface area enclosed by the circuit on the TAM-C PS. This equation illustrates that the geometric phase is directly proportional to the variation in . Because equals 0 on the same TAM-C PS (this property has been discussed in the method), both the Berry curvature and the geometric phase become null.
In terms of the breadth of the definitions, the HyOPS represents the most generalized form of Poincaré spheres. However, despite this, the HyOPS itself has some limitations: it contains some poorly defined cases (as detailed in the introduction), and due to its overly generalized nature, it combines various Poincaré spheres into a single entity, obscuring the distinct characteristics and application premises of individual Poincaré spheres, making it challenging for users to intuitively grasp their differences. Hence, the TAM-C PSs can be regarded as an effective classification method for the HyOPS family. This approach not only filters out poorly defined HyOPS but also provides a concise and intuitive way, i.e., TAM-C PS braid cluster to characterize relationships among different Poincaré spheres. And these braid clusters can help us identify the topological symmetries of a given system and determine the relationships between light fields within the system or between them and light fields in other systems. Consequently, this cluster can be used to geometrically describe the evolution of various vector vortex beams. The TAM-C PSs serve as powerful and useful tools in optical research and engineering.
5. Conclusions
This study introduces the concept of the conservation of total angular momentum within the framework of the Poincaré sphere, leading to a new type of Poincaré sphere known as the total angular momentum-conserving Poincaré sphere (TAM-C PS). By linking the poles of different TAM-C PSs, we create two categories of TAM-C PS braid clusters. Vector vortex beams have been widely applied in the field of opto-mechanics: enhancing the stability of particle trapping; simultaneously detecting the velocity and direction of particle motion; and manipulating particles beyond three-dimensional (3D) spatial manipulation. The TAM-C PS and its braid cluster offer a comprehensive framework for the representation and characterization of these beams, and they can serve as a guide to generate the targeted vector vortex light beams as well.
Compared to other types of Poincaré spheres, the TAM-C PS achieves a more balanced compromise between generality and practical application.
The TAM-C PS braid clusters include various types of Poincaré spheres, such as the classical, higher-order, hybrid-order, and Poincaré sphere with orbital angular momentum. This approach provides an intuitive and clear representation of the relationships between these different types of spheres. The braid cluster methodology holds significant practical value, including geometrically describing the evolution of optical fields, and calculating the geometric phase for cyclic evolution. The TAM-C PS and its associated braid clusters contribute valuable insights to the field of optics.