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CONTROL ROOM ACCELERATOR PHYSICS Day 2 Linear Beam Optics

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Page 1: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

CONTROL ROOM ACCELERATOR PHYSICS

Day 2 Linear Beam Optics

Page 2: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

s

x

z

y

synchronous particle

bunch centroidOutline

1.  Motivation

2.  The beam frame

3.  Computing beamline elements

4.  Modeling the beamline

5.  Summary

1/27/14 2 USPAS

Page 3: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Linear Beam Optics Overview

•  Accelerator systems employ a full complement of magnetic and RF devices for their operation •  The RF devices are used for acceleration •  The magnetic devices are used for transport and containment

•  Here we focus on magnets, modeling acceleration is beyond scope •  Motion of charged particles through these magnets is analogous to the

behavior of light rays through optical devices

•  Consider only the 1st order forces of magnetic fields •  The resulting equations of motion are linear – Matrices!

•  Some magnets are specifically 2nd order and higher •  We shall not consider these in linear beam optics

1/27/14 3 USPAS

Page 4: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Motion about the Reference Trajectory

When designing an accelerator, the first step is to define a reference trajectory. Only the ideal, or synchronous, particle actually follows this trajectory. All other beam particles follow trajectories about the design trajectory. What we really need is a model describing particle deviations from the reference trajectory.

φo ρo

ds

φ

ρ

x

The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding all higher order terms… This gives us equations for “x, y, and z”, which are the particle coordinates about the reference trajectory.

Motivation

1/27/14 4 USPAS

Page 5: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Implementing the Beamline Beamline Elements

• Once the reference trajectory is agreed upon we employ a series of magnets to define the physical beamline •  These magnets are typically

“multi-pole” structures which produce the simplest type of fields possible •  Simplifies analysis •  Reduces beam degradation

•  The fields, in turn, produce the required forces on the beam particles

1/27/14

N

S

N

S

S

N

N

S S

S

N N

5 USPAS

Page 6: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

We name magnet types by the number n of pole faces from which it is composed.

180° between poles

90° between poles 60° between poles

n=1: Dipole n=2: Quadrupole n=3: Sextupole n=4: Octupole

45° between poles

•  In general, poles are equally space and 360°/2n apart. • The pole faces and their spacing determine the magnetic field pattern •  The “skewed” version of the magnet is obtained by rotating magnet by 180°/2n. • The field patterns determine the forces applied on the beam particles.

Other N-Pole Magnets Magnet Families

1/27/14 6 USPAS

Page 7: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

N-Pole Uses

N

S

N

S

S

N

N S S

S N N

Bending (following reference trajectory)

Focusing the beam

“Chromatic compensation”

Multi-pole Magnet Applications for Beamlines 1/27/14 7 USPAS

Page 8: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Magnet Photos Magnet examples

Dipole

Quadrupole

Sextupole

1/27/14 8 USPAS

Page 9: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Magnet Forces From Physics to Engineering: Designing the Particle Forces

•  Magnets produce magnetic field B(x,y,z) •  For field-free region of multi- pole, field equations are Laplace’s Eq.

•  Fields create a force F on particle with velocity V at position (x,y,z) from the Lorentz force law

•  Forces then affect the motion of the particles through Newton’s equations of motion (or Hamiltonian dynamics)

1/27/14

⎟⎟⎠

⎞⎜⎜⎝

∂=∇=

=∂

∂+

∂+

∂=∇

zyx

zyx

φφφφ

φφφφ

B

02

2

2

2

2

22

( )zyxzyxqzyx =×= VBVF ),,,(),,(

Des

ign

field

s to

conf

ine

beam

abo

ut re

f. tra

ject

ory

VPFP mzyxdtd

γ== ),,,(

9 USPAS

Page 10: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Magnetic Forces Designing the Beamline •  It is up to the skill of the designer to

1.  Create a magnet with high-quality fields using the field equations 2.  Align the magnet to produce the correct force on the particle using the

Lorentz force law 3.  Ensure that the particles are deflected appropriately using the

equations of motion

1/27/14 10 USPAS

Page 11: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

s

x

z

y

synchronous particle

bunch centroid

Modeling the Reference Trajectory Beam Frame Coordinates

•  Now consider a special coordinate system (x,y,z) that follows the synchronous particle along the design orbit parameterized by path length s. We call it the beam frame.

•  Synchronous particle located at origin (x,y,z) = (0,0,0) •  Coordinates x and y are horizontal and vertical offsets, resp. •  Coordinate z represents longitudinal offset from origin.

•  Sometimes use phase θ w.r.t. the RF

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Synchronous particle •  Has position x = y = z = 0 •  No momentum offset x’ = y’ = z’ = 0 •  Travels at velocity v0 = β0c •  Has design momentum p0 = β0γ0mc

Page 12: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Reference Trajectory The “Beam Frame”

•  The beam frame is not an inertial frame •  A laboratory frame that follows synchronous particle •  All beam particles are identified by their coordinates in this frame •  We can Lorentz transform to the stationary beam frame if necessary

•  (This is done for space charge calculations)

Reference trajectory s(t)

z

x y

Synchronous particle at R0(s)

( x(s), y(s), z(s) ) Beam particle at r = (x,y,z)

020

0

0

1pp

dsdzz

pp

dsdyy

pp

dsdxx

y

x

Δ≈=ʹ′

≈=ʹ′

≈=ʹ′

γ

“Momentum” coordinates

R0(s)

12 USPAS

Page 13: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Longitudinal Coordinate Longitudinal Coordinate Conventions (Open XAL Longitudinal Coordinate) •  Phase space coordinate z’ is different than commonly used

momentum offset parameter δ •  Coordinate z’ represents positional drift away from origin •  Coordinate δ represents the fractional deviation from design momentum •  They are related according to

•  γ02 is the relativistic factor

(length contraction and time dilation)

•  Note finally total longitudinal velocity v is

1/27/14

'20

0

0

0

z

ppp

pp

γ

δ

=

−=

Δ≡

v = ddt

s+ z( ) = dds

s+ z( ) dsdt= (1+ !z )β0c

z

x y

13 USPAS

Page 14: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Longitudinal Coordinate Special Relativity

ONCE AGAIN: Longitudinal coordinate is special because it points in

direction of propagation •  Special Relativity must be considered, ergo the relation

• Alternate representations longitudinal “momentum”

•  Longitudinal divergence angle z’ ≡ dz/ds •  Off-momentum parameter δ ≡ (p - p0)/p0 •  Energy difference parameter ΔW ≡ W - W0

1/27/14

XAL uses z’

14 USPAS

δ = γ02z '

Page 15: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Longitudinal Momentum Comparison

Longitudinal Divergence z’

•  z’ → 0 as γ0 → ∞ (as v → c) •  Symmetric dynamics equations •  Convenient for space charge •  Numerically sensitive at high energy •  Probably better suited for protons

Momentum difference δ

•  δ can remain finite even if γ0 → ∞ •  Asymmetric dynamics equations •  Convenient for dispersion •  Numerically stable at high energy •  Probably better suited for elections

1/27/14 15 USPAS

Page 16: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Transfer Matrix Approach to Linear Beam Optics

•  Because we only consider linear forces we can use linear algebra

•  We represent each beamline element n as a (transfer) matrix Φn(un) with element control parameters un identifying •  Magnet strength •  Magnet length •  Etc.

•  Beam Particle Coordinates •  Each particle will be represented as a

point in the six-dimension phase space

•  z = (x,x’,y,y’,z,z’)

•  Follows from the three spatial coordinates and the three corresponding momentum coordinates required for a solution to equations of motion

•  Particle dynamics

Our task then, is to start from the equations of motion and derive a matrix for each element which includes the effects of motion in a curva-linear coordinate system

1/27/14 16 USPAS

zn+1 =Φn (un )zn

Page 17: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Φ0 Φm Φm+1 Φnz1z0 zm

umu1

zm+1 zm+2 zn zn+1

um+1 un

Φm-1zm-1

um-1

Φm-1…Φ0

Φm…Φ0

Φ0 Φm+1-1…Φn-1

ΦnΦn-1…Φ0

Motivation Modeling the Entire Beamline •  Once we have each beamline element n represented (mathematically) as a

transfer matrix Φn, the entire beamline can be modeled as a cascade of these elements; multiplication of the {Φn} being the dynamics

•  We can propagate forward or backward through the network using the {Φn}

1/27/14

Note that each beamline element may also have a control parameter u associated with it.

17 USPAS

Page 18: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Strategy for Transfer Matrix Model Derivation •  The computational details for determining each beamline element

matrix can be found in many excellent texts in accelerator physics. •  We will not present these derivations here

•  We focus on a (somewhat nonstandard) high-level picture of how these computation follow •  In some global coordinate system (where the beamline is defned) we define

the design trajectory as the spatial curve R0(s) •  We form a moving coordinate frame (x,y,z) with origin at R0(s) about which

beam particles have coordinates r = (x,y,z) within that frame •  We write the equations of motion in the global frame, then take only first-

order terms of the forces •  We then translate the forces into the new moving frame •  From there, the matrices for individual elements can be derived without

regard to the original (global) beamline

1/27/14 18 USPAS

Page 19: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Equations of Motion (cont.)

After some manipulation, the equations of motion for a beam particle can be put into the matrix form

where

z is the phase coordinate vector in the moving frame (re-ordered coordinates) Γ is the effect of the rotating frame (a gauge or connection, Coriolis, etc.) G is the 1st order force matrix in the moving frame In linear accelerators (linacs) Γ = 0 since the frame (x,y,z) does not rotate

zΓzGz )()( ss −=ʹ′

⎟⎟⎟

⎜⎜⎜

⎛≡⎟⎟

⎞⎜⎜⎝

⎛=⎟⎟

⎞⎜⎜⎝

⎛≡ )(

)(1)(

)(1)(,

)()(

)(,00

sscp

sscp

ss

ss

vr GGI0

GΩ00Ω

Γvr

zββ

Note here we have separated the position coordinate r = (x,y,z) from the momentum coordinates v = (x’,y’,z’)

1/27/14 19 USPAS

Page 20: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Transfer Matrices •  Typically the matrices Γ(s) and G(s) are constant within a beamline

element (e.g., magnet) •  Thus, the solution to

is given by the matrix exponential z(s) = es(G-Γ) z0 where z0 = z(0)

•  For particle motion within a beamline element n we have

where

Gn is the generator matrix for element n (the applied forces) Γn is the coordinate connection for element n (inertial forces)

Φn is the transfer matrix for element n

0)()( zΦz ss n= ( )nnsn es ΓGΦ −≡)(

( )zΓGz −=ʹ′

1/27/14 20 USPAS

Page 21: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline and Elements Summary

•  The beamline is designed according to a reference orbit R0(s) and synchronous velocity V0(s) for distance s along the beamline. •  The quantities R0(s) and V0(s) are the position and velocity of the

synchronous particle in the global coordinates (X,Y,Z) at a distance s.

•  All other particles will propagate down the beamline in the vicinity of the synchronous particle. To model this motion, we… •  Construct a moving, local coordinate system (x,y,z) about the synchronous

particle to describing the relative position of the beam particles. •  Translate the 1st order forces of the magnets to this frame and also account

for the internal forces of the moving frame with the connection Γ. •  Express the equation of motion in the local frame. The result is…

A matrix-vector equation for the generalized particle coordinates r and momentum v (or phase coordinates z = (r,v) ).

1/27/14 21 USPAS

Page 22: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Practical Considerations •  In general we let the theoreticians and engineers compute the

transfer matrices and connections for the beamline. •  Then we use the results for our model reference control and other high-

level applications

• However, there are some cases that are simple to compute and, consequently, instructive for observing the process. •  Drift space – a field free region in a straight section of beamline •  Quadrupole magnet – a magnet in a straight section of beamline

1/27/14 22 USPAS

Page 23: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Element Transfer Matrices Example: Drift Space

•  The beamline is straight; therefore Γ(s) = 0 •  No fields are present, thus, Gr and Gv are both zero so the matrix G is •  The solution for Φdrift(s) is •  Thus, the solution is Φdrift (s) = I + sG, or explicitly

⎟⎟⎟⎟⎟⎟⎟⎟

⎜⎜⎜⎜⎜⎜⎜⎜

≡+=

100000010000001000

001000001000001

)(s

ss

ssdrift GIΦ

+⋅

+++== 33

22

322)( GGGIΦ G ssses s

drift

⎟⎟⎠

⎞⎜⎜⎝

⎛=⎟⎟

⎞⎜⎜⎝

⎛=

00I0

GGI0

Gvr

This form differs slightly from others in the literature because we have taken z=(r,v) = (x,y,z,x’,y’,z’) rather than z = (x,x’,y,y’,z,z’)

However, the matrix G is idempotent, that is,G2 = 0. Thus esG is easy to compute.

1/27/14 23 USPAS

Page 24: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Element Transfer Matrices Example: Drift Space (cont.) The single particle phase trajectory through a field free region (drift space) is then

given by the matrix-vector equation where z0 is the phase coordinate at the entrance of the drift and is the transfer matrix for the drift space.

0)()( zΦz ss drift=

⎟⎟⎟⎟⎟⎟⎟⎟

⎜⎜⎜⎜⎜⎜⎜⎜

ʹ′

ʹ′

ʹ′=

⎟⎟⎟⎟⎟⎟⎟⎟

⎜⎜⎜⎜⎜⎜⎜⎜

=

zyxzyx

ss

s

sdrift zΦ ,

100000010000001000

001000001000001

)(

1/27/14 24 USPAS

Page 25: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Element Transfer Matrices Example: Quadrupole Lens •  Ideal quadrupole magnets have fields B at position R defined by

(in global coordinates) where g is the field gradient ∂B/∂x, ∂B/∂y of the quadrupole

•  The beamline is straight, thus Γ(s) = 0

•  Computing the force differentials yields

B(R) = Bx By Bz( ) = g(Y −Y0 ) g(X − X0 ) 0( )

Gr =∂F(R0,V0 )

∂R=∂∂R

q Vx Vy Vz( )× gY gX 0( )V=V0

= qβcg−1 0 00 1 00 0 0

$

%

&&&

'

(

)))

Gv =∂F(R0,V0 )

∂V=∂∂V

q Vx Vy Vz( )× gY gX 0( )R=R0

= 0

1/27/14 25 USPAS

Page 26: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Element Transfer Matrices Example: Quadrupole Lens (cont.)

•  The external force generator matrix is then

•  where k2 = qg/p0 is the focusing constant

•  The transfer matrix is given by Φquad(s) = esG

⎟⎟⎟⎟⎟⎟⎟⎟

⎜⎜⎜⎜⎜⎜⎜⎜

−=⎟⎟

⎞⎜⎜⎝

⎛=

0000000000000000100000010000001000

)(

2

2

kk

svr GGI0

G

1/27/14 26 USPAS

Page 27: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Element Transfer Matrices Example: Quadrupole Lens (cont.) •  The transfer matrix is then

⎟⎟⎟⎟⎟⎟⎟⎟⎟⎟

⎜⎜⎜⎜⎜⎜⎜⎜⎜⎜

==

1000000cosh00sinh000cos00sin

00100

0sinh00cosh0

00sin00cos

)(

kskskksksk

skksks

kksks

es squad

Once again this form differs slightly from others in the literature because we have taken z=(x,y,z,x’,y’,z’) rather than z = (x,x’,y,y’,z,z’)

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Page 28: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Element Transfer Matrices Example: Quadrupole Lens (cont.) •  In the conventional phase space coordinate z = (x,x’,y,y’,z,z’), ordering the

quadrupole transfer matrix appears as

where k ≡ (qG/p0)1/2

•  NOTE: For straight beamlines it is also possible to compute this result directly using standard ODE techniques

⎟⎟⎟⎟⎟⎟⎟⎟⎟

⎜⎜⎜⎜⎜⎜⎜⎜⎜

1000001000000coshsinh00

00sinhcosh000000cossin

0000sincos

)(

sksksk

kksks

kskskkksks

sQΦ

1/27/14 28 USPAS

Page 29: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Putting It Together - Transfer Matrix Equations •  The transfer matrix Φn(s) for element n describes the element’s effects

upon the state vector z of the beam particle through the length of the element.

•  If the element has length ln then Φn(ln) is the effect of passing completely through the element.

•  We can cascade each beamline element passing the beam state from the exit of one to the entrance of the next to simulate the effects of the entire beamline.

•  The resulting modeling equations are

where zn is the beam state at the entrance to element n and Φn is shorthand for Φn(ln).

•  This formula describes the internal workings of the XAL online model

nnn zΦz =+1

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Page 30: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Φ0 Φm Φm+1 Φnz1z0 zm

umu1

zm+1 zm+2 zn zn+1

um+1 un

Φm-1zm-1

um-1

Φm-1…Φ0

Φm…Φ0

Φ0 Φm+1-1…Φn-1

ΦnΦn-1…Φ0

Modeling the Entire Beamline Multi-stage control network •  In controls parlance we call such a configuration a multi-stage

control network •  We can propagate forward or backward through the network using the {Φn}

1/27/14

Note that each beamline element may also have a control parameter u associated with it.

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Modeling the Entire Beamline Applications: Model Reference Control •  If we have model of the beamline, that we can compare actual measurements

from the machine to simulated ones from the online model.

•  We can use the differences in these values to make inference about the operation of the machine.

Δ error ε

1/27/14 31 USPAS

Plant G

(accelerator)

Model Ĝ

(simulator)

Input u

Output y

Estimate ŷ

Page 32: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

0 0

uqh (ush1,usv1) uqv (ush2,usv2)

(x,y,z)Qh S1 S2Qh Qv QvD1

D2

Beamline Modeling Beam Steering from a Control Theoretic Perspective

•  Say we have Beam Position Monitors (BPMs) as our sensors, then our observables are the coordinates (x,y,z); that is, we do not have access to the full state vector – no momentum components

•  Set

•  Then where

•  Our modeling equations are then

1/27/14

( )Tzyx≡y

)(tnn Czy =

⎟⎟⎟

⎜⎜⎜

010000000100000001

C

nn

nnn

CzyzΦz

=

=+1

These are in the form of the discrete state space representation we have seen in linear systems

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Summary •  We have a convenient method of modeling the beamline to 1st order

•  This model provides a convenient reference for model reference control applications

•  The model can be extended in a straightforward manner to handle the RMS statistics for a beam bunch.

•  We can also treat the 1st order effects of space charge using this extension.

•  Later we demonstrate how to instantiate an XAL online model that configures itself automatically for a selected AcceleratorSeq object.

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Supplemental Material • More details on Linear Beam Optics

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Modeling the Beamline Modeling the Particle Forces

•  Let the global coordinates be (X,Y,Z) •  The design trajectory is represented by

R0(s) = (X(s),Y(s),Z(s))

•  Let r = (x,y,z) be the position of an arbitrary particle in the beam frame. •  The position R(s) of the beam particle in

the global coordinates is then R(s) = R0(s) + O(s)r where O(s) in SO(3) is an orthogonal matrix representing the orientation of (x,y,z) with (X,Y,Z)

•  (Recall that SO(3) is the set of 3D rotations)

s y x

z R0(s)

design trajectory

Z

X

Y

R(s)

p r(s)

E3

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Page 36: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Modeling Example: Local to Global Coordinate Transform •  For example, for a bend in the horizontal direction the matrix

O(s) in SO(3) in R3×3 appears as where θ(s) is the angle between the x and X axes (or z and Z axes). •  Here O(s) is simply a clockwise rotation of (x,y,z) about the y axis.

⎟⎟⎟

⎜⎜⎜

≡=

θθ

θθ

θ

cos0sin010sin0cos

))(()( ss yOO

Z

z θ

X x

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Page 37: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Modeling Velocity vector in beam coordinates: Covariant Formulation

To find the divergence R’(s) we differentiate R(s) with respect to s •  Let V0(s) ≡ βcR0’(s) be the velocity of the

synchronous particle •  Let v ≡ βcOT(s)O’(s)r + βcr’ be the

particle velocity w.r.t. the moving frame •  Define Ω(s) ≡ OT(s)O’(s) then

v = βcΩ(s)r + βcr’

s y x

z R0(s)

design trajectory

Z

X

Y

R(s)

p r(s)

E3

( )rrOOOR

rOrORR

ʹ′+ʹ′+ʹ′=

ʹ′+ʹ′+ʹ′=ʹ′

)()()()(

)()()()(

0

0

ssss

ssssT

To find the velocity component V(s) first note that

V(s) = dR/dt = dR(s)/ds⋅ ds/dt = R’(s) ⋅ βc

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Page 38: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling Beam Dynamics The Covariant Formulation •  The matrix Ω(s) is known as a connection and contains the

inertial effects of the moving frame (e.g., centripetal forces, Coriolis forces) •  Since we know O(s) from the design trajectory R0(s), we can always

compute Ω(s) ≡ OT(s)O’(s) a priori.

•  This is the called the covariant formulation.

•  Within the beam frame we can replace the differentiation operator d/ds with Ω(s) + d/ds to obtain the frame-invariant equations of motion.

•  For example, we can find the acceleration vector A(s) in the global coordinates using the same procedure…

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Page 39: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Acceleration Vector: Covariant Formulation

•  Starting from the velocity vector V(s) given by we have

• Collecting everything

vOVRV )()()()( 0 ssscs +=ʹ′≡ β

( )vvΩOVVA ʹ′++ʹ′=≡ cscsscscs ββββ )()()()(')( 0

000

000

0

,)()()(,)()()(,)()()(

),,(

VAaOAARVvOVV

rORRR

ʹ′≡+=

ʹ′≡+=

+=

=

cssscsss

sssZYX

β

βvvΩarrΩv

r

ʹ′+=

ʹ′+=

=

csccsc

zyx T

ββ

ββ

)()(),,(

)()()( sss T OOΩ ʹ′=

Global Local Connection

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Page 40: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Beamline Modeling Example: Horizontal Bend

⎟⎟⎟

⎜⎜⎜

=ʹ′≡=⎟⎟⎟

⎜⎜⎜

=

001000100

)0(where,cos0sin010sin0cos

)( OLO Ly

sh yesθθ

θθ

[ ][ ] yshsh

ysh

yshT heehehesss yyyy LLLOOΩ LLLL

===ʹ′=−−)()()(

vvLa

rrLvr

ʹ′+=

ʹ′+=

=

cch

cchzyx

y

y

ββ

ββ

),,(

ρθ /)(where sshs =≡( ))(sin0)(cos)(0 sss θθρ=R

x

z

ρ =1/h

Z

X

s

θ

R0(s)

1/27/14 40 USPAS

Page 41: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements First-Order Forces •  The global particle force F is a function of particle position R

and particle velocity V; that is

F = F(R,V) = F(R0 + Or,V0 + Ov) Expanding ( ) ( )2200

00)()(

),(),( vrOvVVFOr

RRFVRFVRF OO ++

∂+

∂+=

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Page 42: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Equations of Motion •  The mechanical momentum P = (Px,Py,Pz)for a beam particle

(in global coordinates) is

P ≡ γmV where γ is the relativistic factor m is particle mass V = (Vx,Vy,Vz) is particle velocity

•  The equations of motion for a beam particle with momentum P are ( )OaAAVPF +==ʹ′== 0mcmccm

dtd

βγβγβγ

If there is no acceleration, then β’ and γ’ are zero

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Page 43: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Equations of Motion (cont.)

• Combining the previous equation with the force expansion out to first order produces

•  Note that βγmcA0(s) = F[R0(s),V0(s)] is the equation of the synchronous particle, that is, this equation defines the design trajectory R0(s) and the design velocity V0(s). •  We may remove it from the above since it is already known

•  The remaining component is the 1st order equations of motion

( ) OvVVRFOr

RVRFVRFOaA

∂+

∂+≈+

),(),(),( 0000000mcβγ

( ) ( )OvVVRFOOr

RVRFOa

∂+

∂≈ 0000 ,,1 TT

mcβγ

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Page 44: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Equations of Motion (cont.) •  To make the previous equation more transparent define the

following:

•  These matrices are the 1st order force differentials about the design trajectory in the beam frame coordinates (x,y,z). (Usually we have these explicitly.)

•  The equations of motion are then vGrGvvΩa )(1)(1)( s

mcs

mcsc vr βγβγ

β +≈ʹ′+=

( )

( ))(

)(),()()(

)()(),(

)()(

00

00

sssss

sssss

Tv

Tr

OVVRFOG

ORVRFOG

∂≡

∂≡

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Page 45: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Equations of Motion (cont.) •  The previous equation, along with the definition for v provides

a complete set for the description of beam-particle 1st order motion

•  where p0(s) ≡ β(s)γ (s)mc is the design particle momentum.

•  We can put this into matrix-vector form (recognize this form?)

vGrGvΩv

IvrΩr

)(1)()(

1)(

)(

00s

cps

scps

s

vr ββ++−=ʹ′

+−=ʹ′

⎟⎟⎠

⎞⎜⎜⎝

⎟⎟⎟

⎜⎜⎜

⎛+⎟⎟⎠

⎞⎜⎜⎝

⎛⎟⎟⎠

⎞⎜⎜⎝

⎛−=

ʹ′

⎟⎟⎠

⎞⎜⎜⎝

vr

GGI0

vr

Ω00Ω

vr

)()(

1)()(

1)(

)(

00s

scps

scpss

vr ββ

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Page 46: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Equations of Motion (cont.)

•  Even more compactly

where

z is the phase coordinate vector in the moving frame (re-ordered coordinates) Γ is the connection for the moving frame G is the 1st order force in the moving frame In linear accelerators (linacs) Γ = 0 since the frame (x,y,z) does not rotate

zΓzGz )()( ss −=ʹ′

⎟⎟⎟

⎜⎜⎜

⎛≡⎟⎟

⎞⎜⎜⎝

⎛=⎟⎟

⎞⎜⎜⎝

⎛≡ )(

)(1)(

)(1)(,

)()(

)(,00

sscp

sscp

ss

ss

vr GGI0

GΩ00Ω

Γvr

zββ

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Page 47: CONTROL ROOM ACCELERATOR PHYSICS · ds φ ρ dσ x The idea is to subtract the reference trajectory from the actual trajectory, and then take the linear approximation by discarding

Modeling the Beamline Elements Transfer Matrices •  Typically the matrices Γ(s) and G(s) are constant within a beamline

element (e.g., magnet) •  Thus, the solution to

is given by the matrix exponential z(s) = es(G-Γ) z0 where z0 = z(0)

•  For particle motion within a beamline element n we have

where

Gn is the generator matrix for element n (the applied forces) Γn is the coordinate connection for element n (inertial forces)

Φn is the transfer matrix for element n

0)()( zΦz ss n= ( )nnsn es ΓGΦ −≡)(

( )zΓGz −=ʹ′

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