Quick exposition of gauge invariance as a consequence of parameter invariance in Lagrangian mechanics and a peek at quantization.
“Parameter invariance is gauge invariance for a one-dimensional world line.”
My job in this notebook is to make that slogan clear, then to bridge it to a lot more physics.
Part I: From the steam age to quantum fields
Abstract
Abstract
To understand nothing about the Standard Model of particle physics would be a shame, akin to never seeing Michelangelo’s art or to never hearing Bach’s music. The Standard Model is one of the greatest intellectual achievements of all time, and it also is one of the two most spectacularly verified theories in all of science, along with General Relativity. Nothing else even comes close to those two.
It is sobering to realize that we really do know just how things work: from quarks and gluons, electrons and photons, atoms and molecules, all the way to superclusters of galaxies. Even more sobering, the same kind of concise mathematics pertains to all of it, starting with the magical Lagrangian. Its depths reveal curvatures and invariants of abstract geometrical spaces that drive everything we know about the Universe. In this notebook, we hope to show that if you know just a bit of Classical Mechanics at a University level, you can get into the Standard Model to some depth. Both the Standard Model and General Relativity flow naturally from a magical reformulation of plain-old Newtonian mechanics, just .
F=ma
Let’s assume you are acquainted, even just superficially, with the Lagrangian and Hamiltonian approaches to Classical Mechanics, say from a course in Goldstein's book. If you’ve seen that a derivative of kinetic energy m with respect to gives , which equals momentum, that’s probably enough to cross my bridge. I have posted several notebooks to the Wolfram Community with examples of the Lagrangian approach at work on the symmetrical spinning top and other scenarios. You should know a bit of multivariable calculus, too. I do not assume you’re acquainted with tensors, differential geometry, or gauge theory. My job is to introduce you to these topics, showing how they follow directly from the Lagrangian approach.
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There’s no novel theory here, only newly concise and clear explanations, a hitch-hiker’s guide to the staggeringly large and difficult literature of contemporary physics. I move you quickly from basic mechanics to the frontiers of quantum fields. All we need is the practical realization that the labels we choose for points in any kind of space should not change the laws of physics. I leave vast and steep abstractions to others, not to denigrate their value, but to cut to the chase.
By the end of this notebook, you should be able to
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Demonstrate the Tensorial Nature of Motion: show that the Euler-Lagrange equations are a covariant covector, a purely geometrical object that fully captures the dynamics of a system across arbitrary definitions of coordinates and time.
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Identify the Geometric Signature of Relativity: explain why requiring a theory to be invariant with respect to choice of a time-evolution parameter forces a Lagrangian to be homogeneous of degree 1.
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Diagnose “Singular Systems”: show that such homogeneity forces a singular Hessian matrix, preventing us from solving for momenta in terms of velocities.
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Invariance Implies Constants of Motion: Derive both the relativistic mass-shell condition, =, and the vanishing Hamiltonian as direct consequences of parameter-invariance.
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Anticipate Relativistic Quantum Fields: be confident that we can extend these ideas from classical mechanics through to advanced physics, affording deeply rooted understanding from first principles.
Introduction
Introduction
Actual physical motion should not depend on choice of coordinate system, within reason. Cartesian coordinates can be freely repositioned and rotated, yet still describe the same physics. Spherical and cylindrical coordinates routinely simplify problems. Classical textbooks like Morse and Feshbach describe many more useful coordinate systems, some highly esoteric and specialized.
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Coordinate independence has its origin in cartography, with the effort to fit a spherical Earth onto a flat piece of mapping paper under this-or-that constraint: equal area, equal angles, straight lines for geodesics, and so on.
Lagrangian mechanics takes coordinate independence to the max: we abstract any measurable quantities that constrain the kinematics of a system—the ways it can move—into generalized coordinates. Angle of a wheel, length of a spring or a pulley cord, displacement of a joint on a sliding rod, and so on. Generalized coordinates, when chosen to honor constraints, eliminate accounting for reaction forces, making seemingly impossible problems tractable. Imagine describing the motion of the pistons, cranks, linkages, governors, and wheels of a steam locomotive purely via Newton’s Laws in Cartesian coordinates. This same problem melts away and becomes even fun via the Lagrangian approach.
There really is no price to pay for the Lagrangian approach. The benefits compound as we progress from “homework problems” into relativity, field theory, quantum mechanics, and all the way to the Standard Model and General Relativity. But how?
The generalized coordinates for a specific problem actually describe a miniature Universe, a configuration manifold, with its own idiosyncratic geometry and topology, its own curvatures and invariants. This fact unlocks the secret geometric power of the Lagrangian approach. Configuration manifolds succumb to the mathematics of differential geometry.
Even from popular literature, we recognize differential geometry as the mathematics of cosmological gravitation via space-time curvature, and so it is. But the same framework also pertains to Lagrangian configuration manifolds. There we find curvatures and geodesics that constrain the dynamics of a system as it evolves and moves, analogous to the curvatures and geodesics that constrain gravitational motion in General Relativity.
Another slogan: kinematics by choice of coordinates, dynamics by intrinsic geometry.
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“Intrinsic” here means precisely those facts of geometry that do not depend on choice of coordinates.
Pressing on, we discover coordinate invariants: integrals that do not depend on choice of coordinates. As a system evolves dynamically, its state, a sequence of coordinate values, traces out a world line, a curved path through the configuration manifold. The coordinate invariants are properties that remain ‘true’ of the world line regardless of coordinate system.
Naturally, we first think of Newtonian time for parametrizing dynamical progress along the world line. But suppose we further require that the Lagrangian not even depend on how we measure dynamical progress (within reason)—on what “clock” we choose. Relativity pops out of a parameter-invariant Lagrangian, almost without effort. Old Newtonian time becomes just another coordinate on the manifold, rather than a privileged background parameter. The parameter that measures progress—the clock—becomes nearly arbitrary. In fact, it becomes a freely chosen gauge.
So, by combining coordinate invariance with parameter invariance, we discover gauge invariance, the gateway to advanced physics. Parameter invariance is gauge invariance for a one-dimensional world line. It is the first glimmer of further, wildly general gauge invariants that constitute the Standard Model.
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The term “gauge” has its origin again in the steam age, where it refers to an arbitrary choice of the width of a rail line.
In this notebook, we unlock the gateway and peek beyond. We’ll derive Einstein’s famous formula = (aka “,” imprecisely) as an algebraic consequence of the unsolvability of Hamiltonian momenta in terms of coordinate velocities. We’ll end with a roadmap to the more general gauge theories of relativistic quantum fields by exactly the same procedures.
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Contents
Contents
Front Matter
Abstract: The One-Dimensional World Line
Introduction: Geometric Dynamics for Everything
Learning Objectives: From Tensorial Motion to the Mass-Shell Constraint
Configuration Space
Index Notation: The Concrete Philosophy of Lovelock & Rund.
Points and Coordinates: Defining the Manifold and its Tangent Spaces.
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n
Derivatives along a Curve: Velocities and Directional Operators
The Lagrangian and the Action: Defining a Scalar Functional
The Geometry of Invariance
Coordinate Transformations: Contravariance and the Chain Rule
Coordinate Invariance of the Action: Proving =L
L
The Euler-Lagrange Covector: Canceling the Connection and Establishing Covariance
Summary of Coordinate Invariance: A Tensorial Rank Reference Table
The Relativistic Leap
Parameter Invariance: Clock Freedom and Homogeneity
Euler’s First Identity: The Lagrangian is its own Legendre Transform
The Singular Hessian: The Mass-Shell Condition via the Inverse Function Theorem
The Physical Payoff
The Minkowski Metric: Measuring Distance in Space-Time
The Metric as a Mapping: The “Sleight-of-Hand” of Index Raising and Lowering
The Primary Constraint: Deriving = as Geometric Necessity
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The Vanishing Hamiltonian: in Gauge Theories
H≡0
The Horizon
From Classical Constraints to the Klein-Gordon Equation
Roadmap to Quantum Fields:
Closing Remarks: The Threshold of the Standard Model
Index Notation
Index Notation
This book uses the old-fashioned index notation typified by Lovelock and Rund (L&R). It is written entirely in terms of transformation rules between coordinate systems. This is refreshingly concrete for the physicist concerned with calculation. After all, we must have numbers and arrays to do calculations. The downside of this ancient notation is that it’s no help in understanding contemporary literature. We can’t have our cake—coordinate-free notation for concise theorizing—and eat it, too—concrete coordinates for practical calculation. I’ll occasionally make parenthetical remarks about this tension, but the meat of this notebook is in L&R’s concrete notation.
Ambiguity Warning
Ambiguity Warning
When ζ is a function of and , physicists and mathematicians sometimes write . This notation is ambiguous because it also means the value of the function ζ given specific coordinates and . We must tolerate this ambiguity in prose, and be very careful about it in code.
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ζ(x,t)
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Points, Coordinates, States
Points, Coordinates, States
Let be an -dimensional differentiable manifold. Informally, it is a space of abstract points with Euclidean tangent spaces at each point, where vectors live, and corresponding dual co-tangent spaces , where covectors live.
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We elaborate and motivate the terms “vector” and “covector” below.
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These definitions are just touch points. L&R avoid such abstractions and their steep learning curves. Find those in any book on modern differential geometry, such as Chris Isham’s book.
Let the coordinates of points along some parametric curve in be values of similarly-named (eponymous) coordinate functions:
C(t)
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j
x
j
x
j
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(
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)with “up” indices, and parameter , initially Newtonian time. This dual meaning of is another notational ambiguity we must tolerate in prose and be careful with in code.
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A curve of points in represents a mathematically possible path—a continuous sequence of coordinate values (t)—taken by a physical system as it evolves in time. A physically possible path is one such, often the one with least action, but this notebook doesn’t go deeply into this fact.
C(t)
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The manifold represents the physical configuration of the system itself. The particular coordinate functions (t) depend on a choice of generalized coordinates in the Lagrangian language.
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Derivatives along a Curve
Derivatives along a Curve
Such curves must be twice-differentiable with respect to , with first derivatives
t
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j
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dt
j
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(
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)These are components of contravariant velocity vector (with “up” indices) along the curve . At each point along the curve ( denoting the sequence ) the velocity vector lives in the tangent space attached to the point .
C(t)
p=x(t)
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(,,…,)
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In some presentations, velocity vectors are directional-derivative operators in a covariant operator basis (with “down” indices): via the summation convention (sum over repeated “up-down” pairs of indices in product expressions or in tensorial expressions). Mentally distinguish the vector, a geometric object in the tangent space, from its components in some basis. We are free to choose bases however we like, even something as exotic as a derivative operator.
v≡≡≡
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We elaborate on the terms “contravariant” and “covariant” below under the coordinate-transformation section.
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The summation convention is also called contraction.
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The components (t) of velocities along the curve are the result of applying such directional derivative operators to the coordinate functions ≡=v[]==. In traditional notation, one would write , a dot product of numerical components with a gradient operator.
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These derivative operators should remind you of momentum operators in quantum mechanics.
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In coordinate-free presentations, tangent vectors are equivalence classes of curves. One abstractly defines addition of equivalence classes and multiplication of equivalence classes by scalars to make the equivalence classes resemble ordinary vectors as tuples of components.
While the manifold has dimensions ( equals the number of degrees of freedom of the system), the curve is a 1-dimensional object. This is why we can describe the kinematics and dynamics of a complex system like a steam engine using a single parameter .
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Lagrangian and Action
Lagrangian and Action
Let the Lagrangian be a twice-differentiable function of independent variables, noting that and may be treated, at will, as variables or functions.
Lt,,
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Treating the arguments of as independent variables is justified because, as variables, they just describe kinematically possible states of the system. Dynamical evolution takes place along the curve where the arguments are functions of .
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Let the action integral along some curve be
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)with (t) and (t) here denoting the values of functions and at parameter values along some curve .
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The action is a scalar real number. It has different values for different curves.
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The dimensionality will be critical to understanding gauge freedom. For now, the generalized coordinates and velocities double as dynamical variables leading to equations of motion, and Newtonian time is the privileged parameter for tracking dynamical evolution of these variables. Later, we demote time to be just another variable, opening the door to relativity, and replace its dynamical-tracking role with a freely chosen parameter τ as a gauge.
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This notebook is not concerned with solving the dynamical equations to find a “best” curve. Such is the subject of others of my notebooks. For now, just realize that the action integral is a function of the whole curve. Give me a curve and I’ll tell you the action along that curve.
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Coordinate Transformations
Coordinate Transformations
We need results in this section to define coordinate invariance of the Lagrangian.
Consider invertible, continuous, twice-differentiable coordinate transformation functions to and from a new -dimensional coordinate system , keeping the same parameter (we’ll vary later):
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)The derivatives transform contravariantly by the chain rule from the transformation functions:
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Contravariance of a tensorial (geometrical) object means that the magnitudes of components transform oppositely to the coordinate system. For example, Let measure a velocity in feet per second and measure the same velocity in inches per second. will be inches per foot, but the magnitude of in feet per second will be the magnitude of in inches per second.
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We can swap the space and time derivatives to reveal the total time derivatives of the coordinate transformations as the same second-order partial derivatives:
We also get, trivially, by the definition of partial derivative,
Coordinate Invariance of the Action
Coordinate Invariance of the Action
This is shorthand for
We also get
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TODO: this expression looks suspiciously like a covariant derivative with the highlighted term a connection or Christoffel symbol. Is this a deep fact? (hint: yes)
The highlighted quantities transform covariantly, i.e., by multiplying barred quantities by the Jacobian of the inverse coordinate transformation functions, as can be seen even more clearly in the following inversion:
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The result is beautiful, but this derivation takes a bit of squinting, and it’s difficult to imagine how someone came up with it. Does coordinate-free presentation make it more concise or obvious? (hint: more concise, yes; more obvious, no).
Euler-Lagrange Covector
Euler-Lagrange Covector
The highlighted quantities should be familiar as the terms of the Euler-Lagrange equations of motion. They deserve a name: The Euler-Lagrange covector (the “up” indices in the lower position of derivatives become “down” indices in the result, and “down” indices are the sigil of a covector):
Summary of Coordinate Invariance
Summary of Coordinate Invariance
Physical Interpretation
Physical Interpretation
Parameter Invariance of the Action
Parameter Invariance of the Action
Now that we know that neither the kinematics nor the dynamics depend on how we “coordinatize” the configuration manifold, let’s make the physics not even depend on how we measure dynamical progress—on the choice of clock. In the offing, we demote our old Newtonian time to be just another coordinate. Relativity will be inevitable.
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We usually choose τ to be relativistic proper time, defined below.
The next objective is to convert the parameter-invariant action integral into an identity that has similar functional forms on both sides, but also maintains numerical equality, again necessary and sufficient for the two integrals to be equal:
Cancelling the scaling of the differential, we achieve the objective:
Physical Interpretation
Physical Interpretation
Decoupling Momenta and Velocities
Decoupling Momenta and Velocities
Differentiate both sides with respect to λ and set λ to 1:
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This is the smoking gun of parameter-independent theories. It means that the Lagrangian is its own Legendre transform, and also that the Hamiltonian vanishes (see below)! Fear not, however, if you believe that the Hamiltonian is energy. Energy does not vanish, it just becomes the 0-th component of 4-momentum, as we see below.
Implying
or
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This failure is a feature, not a bug: it indicates redundant degrees of freedom, leading to gauge. The evolution of the unphysical components is arbitrary, corresponding to our freedom to choose a gauge.
The Mass-Shell Condition and Vanishing Hamiltonian
The Mass-Shell Condition and Vanishing Hamiltonian
The Leap to Special Relativity
The Leap to Special Relativity
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Turns out this is also the optimal candidate, by some definition of “optimal”.
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To define “length” when Newtonian time is demoted to an ordinary coordinate, we introduce a metric tensor. In the flat space-time of Special Relativity, that’s the Minkowski metric, the “ruler” for measuring length in the manifold. It lets the Lagrangian also be a Lorentz-invariant scalar quantity. By defining the Lagrangian as the square root of the squared magnitude of the velocity vector, we satisfy two requirements at once: (1) the action is computed from geometrical intervals along the path by the proper time, and (2) square root structure ensures homogeneity of degree 1.
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This leap into Special Relativity doesn’t just change formulas. We are choosing the specific geometry that allows our parameter-invariant machinery to produce the energy-momentum relations of the real world.
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This tangent-cotangent, vector-covector duality and all these formulas carry over to General Relativity.
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We can now conflate overdot and overtick because we assume parameter-invariance.
If we square the momentum, the velocity terms cancel, leaving us with a pure identity for the momenta:
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This is also called the mass-shell constraint, with “shell” meaning “pertaining to classically realizable motions, relativistic but non-quantum.” In quantum physics, we must consider off-shell motions, because a quantum system “considers all paths” between events.
Einstein’s formula is a necessary consequence of the singular Hessian, not a magically discovered postulate.
The Vanishing Hamiltonian
The Vanishing Hamiltonian
Although this might seem a shocking conclusion, it is 100% in keeping with the original ideas of d’Alembert and Lagrange: “capture physics by capturing constraints.” It’s sobering to realize that Special Relativity was hiding in plain sight in the old Lagrangian and Hamiltonian, long before Einstein discovered it.
Roadmap to Quantum Fields
Roadmap to Quantum Fields
Lots of detail is swept under the rug in the following sketches, but the roadmap forward should be clear.
Quantization: Constraints as Wave Equations
Quantization: Constraints as Wave Equations
From Particles to Fields
From Particles to Fields
Local Gauge Invariance
Local Gauge Invariance
The Return of the Singularity
The Return of the Singularity
The Ultimate Objective: The Standard Model
The Ultimate Objective: The Standard Model
By following this exact procedure—identifying the symmetries, finding the singular Hessians, and enforcing the resulting constraints—we derive the quantum-theoretical forces of nature, except for gravitation:
Electromagnetism: from U(1) gauge invariance.
The Weak Force: born from SU(2) gauge invariance.
The Strong Force (QCD): born from SU(3) gauge invariance.
The Outlier: General Relativity
The Outlier: General Relativity
Differential geometry first came into physics with General Relativity and gravitation. It was only discovered much later that the same mathematics underlies quantum field theory. Gravitation has its revenge, however: no one knows how to fit gravitation into the same scheme as the other quantum fields. It’s even possible to do quantum field theory in a highly curved space-time, but the gauge theories themselves enjoy their own differential geometries. It’s as though the gods and the mortals have a common ancestor, who is laughing at their inanability to get along.
Conclusion
Conclusion
The “magical Lagrangian” is more than a tool for solving pulleys and pendulums. It is a dictionary that translates the geometry of a manifold into the laws of the Universe. By mastering the singular Hessian and the covariant covector, you have learned the language in which the Standard Model is written.
Part II: Tensorial Calculus
Abstract
Abstract
In this notebook, I propose a technique in the Wolfram language, (up-down) indexing, for tensorial calculations in physics. The technique is self-contained, has no external dependencies, and is novel, so far as I know. The implementation is an early prototype of an embedded compiler for a calculus. Several directions for improvement are noted as we go through examples.
In Part I, I showed how tensorial forms from Lagrangians, not only account for relativity but force it. To keep that notebook short, it contained only informal mathematics. I saved Wolfram code—formal mathematics—for this companion notebook. Here we exhibit indexing on a specific example: relativistic aberration.
Carlip’s paper, Aberration and the Speed of Gravity starts with electrodynamical aberration, then progresses to the gravitational case. We formalize and check his math.
Introduction: Aberration
Introduction: Aberration
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Actually, you must point the force vector roughly at the instantaneous center of gravity of the Earth-Sun system, which is almost at the center of the Sun. Such is likely a negligible quibble compared to aberration, magnetohydrodynamical fluctuations moving mass around, etc.
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Electrodynamical Aberration
Electrodynamical Aberration
It turns out that the same thing happens in electrodynamics, which has a central-force law similar to gravitation’s. The electric field does not point to the retarded position of the source!
Electrodynamics is easier to analyze because we don’t need Riemann curvature tensors and Christoffel symbols. Flat Minkowski space-time suffices for initial demonstration of indexing.
Problem Statement
Problem Statement
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The apparent location of the source amounts to a linear extrapolation from the retarded position of the source—where it was—forward by the source’s retarded velocity—the speed and direction when and where it was.
Valence and Indexing
Valence and Indexing
The Summation Convention
The Summation Convention
Display Rules
Display Rules
To make results easier for humans to read, apply these rules to final results. The output will no longer be recognizable to our tools, so apply these rules only as a final step, “exiting” a calculation.
Computational Plan: Gradients
Computational Plan: Gradients
Here is Carlip’s definition, in covariant form:
where
Field Strength Faraday Tensor
Field Strength Faraday Tensor
The field gradients are
a textbook formula.
This is Equation 1.1 in Carlip’s paper.
The standard derivative operator Dt is agnostic to valence and cannot apply metrical contractions. Applying Dt blindly produces chained derivatives of indices and the symbols, which don’t make sense. Therefore, we just explicitly define dϕds
Here is the derivation:
invoking symmetry of η.
This time, we do want Dt’s chain rule:
Tensor Rules
Tensor Rules
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This is just a beginning. By extending the tensor rules to more elaborate examples we could eventually have an embedded compiler for the calculus.
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The unit-velocity rule follows from the fact that if we parametrize a curve by its arc length, its tangent vector is always of norm 1. This is true in Minkowski space, too, because
Now we can see dϕds more clearly
Scalar Rules
Scalar Rules
Again, this is manifestly covariant, as all gradients should be.
Writing out Carlip’s Equations 1.3 and 1.4 consistently with the above:
Field Strength Faraday Tensor
Field Strength Faraday Tensor
Let’s write some specialized rules in a custom 4-grad operator to get us through the computation.
Custom 4-grad Operator
Custom 4-grad Operator
Clear out residual definitions, invalidating earlier expressions in the notebook that depend on them.
Basic Rules from Calculus
Basic Rules from Calculus
Linearity, Product Rule, Power Rule
Gradient of the Separation Vector σ
Gradient of the Separation Vector σ
The first term, the Kronecker delta, in Lorentz-invariant form, is the Minkowski metric η.
The following works whether μ is up or down, ditto ν:
This is the one we’ll need
Gradient of the Velocity λ
Gradient of the Velocity λ
Now follows the gradient of λ:
Resolving Aberration
Resolving Aberration
Start by decomposing the separation and velocity into their space and time components. We’re interested specifically in the space components to assess the direction in which they point.
Components of the Separation Vector
Components of the Separation Vector
Start again with the definition
which has space (3-vector) slice
we get
Velocity-Dependent Terms
Velocity-Dependent Terms
Because
so that
Filter out acceleration terms, i.e., any terms depending on dλds,
Conclusion and Future Work
Conclusion and Future Work
This notebook explores a (up-down) calculus for tensorial calculations, using the physical example of electrodynamical aberration as a proving ground. Our primary objective was to trade a bit of the brevity of standard component notation for the reliability of explicit valence tracking. We demonstrate that a “hybrid” approach—custom rules for contraction and gradients while relying on Wolfram’s DisplayForm for readability—replicates a sophisticated result like Liénard-Wiechert field gradients without the ambiguity of manual index management. We verify that for a source moving with constant velocity, the velocity-dependent terms in the electromagnetic interaction exactly cancel the retardation effects, confirming that the electric field points toward the source’s instantaneous position.
Future Work: Towards a DSL and Compiler
Future Work: Towards a DSL and Compiler
While the current prototype is adequate for our example prototype, several avenues for improvement remain if it is to approach a full-featured, embedded Domain Specific Language (eDSL) and compiler:
Automatic Dummy Index Management
Automatic Dummy Index Management
Dummy Index Coalescing
Dummy Index Coalescing
Native Operator Integration
Native Operator Integration
We currently rely on a custom fourGrad operator. Future work could overload Wolfram’s built-in Dt and D operators with UpValues that respect valence, allowing users to differentiate tensors as naturally as scalar variables without “stepping out” of the framework.
General Relativity and Curved Space
General Relativity and Curved Space
CITE THIS NOTEBOOK
CITE THIS NOTEBOOK
From the steam age to quantum fields: a unified approach via tensorial calculus
by Brian Beckman
Wolfram Community, STAFF PICKS, December 22, 2025
https://community.wolfram.com/groups/-/m/t/3594810
by Brian Beckman
Wolfram Community, STAFF PICKS, December 22, 2025
https://community.wolfram.com/groups/-/m/t/3594810