- 1Space, Plasma, and Climate Community, Department of Physics, Imperial College London, London, United Kingdom
- 2Space Research Institute, Russian Academy of Sciences, Moscow, Russia
- 3Institute of Space Sciences, Shandong University, Weihai, China
- 4Applied Physics Laboratory, Johns Hopkins University, Laurel, MD, United States
- 5Centre for Fusion, Space and Astrophysics, Department of Physics, University of Warwick, Coventry, United Kingdom
- 6School of Mathematics and Statistics, University of St Andrews, St. Andrews, United Kingdom
- 7NASA-Goddard Space Flight Center, Greenbelt, MD, United States
Sharp boundaries are a key feature of space plasma environments universally, with their wave-like motion (driven by pressure variations or flow shears) playing a key role in mass, momentum, and energy transfer. This review summarises magnetohydrodynamic surface wave theory with particular reference to Earth’s magnetopause, due to its mediation of the solar-terrestrial interaction. Basic analytic theory of propagating and standing surface waves within simple models are presented, highlighting many of the typically-used assumptions. We raise several conceptual challenges to understanding the nature of surface waves within a complex environment such as a magnetosphere, including the effects of magnetic topology and curvilinear geometry, plasma inhomogeneity, finite boundary width, the presence of multiple boundaries, turbulent driving, and wave nonlinearity. Approaches to gain physical insight into these challenges are suggested. We also discuss how global simulations have proven a fruitful tool in studying surface waves in more representative environments than analytic theory allows. Finally, we highlight strong interdisciplinary links with solar physics which might help the magnetospheric community. Ultimately several upcoming missions provide motivation for advancing magnetopause surface wave theory towards understanding their global role in filtering, accumulating, and guiding turbulent solar wind driving.
1 Introduction
The plasma Universe hosts a wide variety of different environments. Since over large scales plasmas from different sources cannot mix, these systems tend to be bounded by sharp discontinuities—typically large-scale sheets of electrical currents. Figure 1A illustrates several of these environments and discontinuities across the heliosphere. Akin to waves on water or the membrane of a drum, space plasma boundaries are observed to be in almost continual wave-like motion, including (but not limited to): coronal loops (Nakariakov et al., 2016; Wang, 2016); coronal mass ejections (Nykyri and Foullon, 2013); the heliospheric current sheet (Smith, 2001); termination shock/heliopause (Zirnstein et al., 2022); and the planetary magnetospheres of Earth (Plaschke et al., 2009a; Plaschke et al., 2009b; He et al., 2020), Mercury (Boardsen et al., 2010; Sundberg et al., 2012), Mars (Wang et al., 2023), Saturn (Masters et al., 2009; Ma et al., 2015), and Jupiter (Volwerk et al., 2013; Montgomery et al., 2023). These surface waves, driven by pressure variations and/or velocity shears, play a key role in mass, momentum, and energy transfer across boundaries (Kivelson and Chen, 1995), meaning they have a major impact on their environment’s energy budget.
Figure 1. (A) Illustration across the heliosphere of different plasma environments and their boundaries which support surface waves (adapted from images by NASA and Emmanuel Masongsong). (B) Diagram of a surface wave on a tangential discontinuity, such as the magnetopause. Displayed are the discontinuity (grey), magnetic field lines (navy), and relative numbers of ions (red) and electrons (blue). An animated version can be found in the Supplementary Material.
A prime example is Earth’s magnetopause, the interface of the solar-terrestrial interaction that leads to space weather’s impacts on vital infrastructure. Magnetopause dynamics have wide-ranging consequences throughout geospace—both directly and through the magnetospheric ultra-low frequency (ULF) waves they generate—affecting radiation belts, magnetotail plasmasheet, auroral oval, mid-latitude ionosphere, and geomagnetic/geoelectric fields (e.g., Elkington, 2006; Summers et al., 2013; Hwang and Sibeck, 2016). These impacts make magnetopause dynamics a cornerstone of solar-terrestrial physics research.
This review concerns magnetohydrodynamic (MHD) surface wave theory through the lens of Earth’s magnetopause. Basic theory is briefly discussed (see Plaschke, 2016, for more and relation to observations) though we focus on current challenges, posing suggestions of how to advance progress.
2 MHD theory
2.1 Surface waves
Like body MHD waves able to propagate through the bulk plasma, surface waves at the interface of two media can be derived from wave solutions in displacement
about equilibrium (subscript 0’s) in the linearised Ideal MHD equation
which has corresponding density ρ, pressure p, and magnetic field B perturbations
with γ being the adiabatic index.
Often surface waves are considered at discontinuities with the most studied being unbounded tangential discontinuities (TDs; Kruskal and Schwartzschild, 1954; Sen, 1963; Southwood, 1968; Goedbloed, 1971; Walker, 1981; Pu and Kivelson, 1983a; Pu and Kivelson, 1983b), pressure balanced surfaces with no threaded mass/magnetic flux—a reasonable approximation to the magnetopause in the absence of reconnection. Surface waves are, however, also supported by the other MHD discontinuities and shocks (Lubchich and Pudovkin, 1999; Lubchich and Despirak, 2005; Ruderman et al., 2018), as well as transition layers (Chen and Hasegawa, 1974; Lee and Roberts, 1986; Uberoi, 1989; De Keyser et al., 1999).
Figure 1B demonstrates the key features of a surface wave on a planar TD with uniform half-spaces. They are collective modes of vortical plasma motions, mathematically constructed from magnetosonic waves on each side independently obeying dispersion relation
where a represents one half-space (magnetosphere/magnetosheath), n and t denote normal and tangential directions, vA and cS are the Alfvén and sound speeds, and ωa is the rest frame angular frequency. If the plasma has velocity u0,a in the local frame, the Doppler shift gives ω = ωa + kt ⋅u0,a.
Surface waves are necessarily localised to their discontinuity, hence exhibit evanescence normal to the boundary, i.e.,
The two wave solutions are tied together through boundary conditions: the tangential wave vector kt and wave frequency ω are the same on both sides, and the normal displacement ξn (or equivalently velocity) and total pressure perturbation δptot = δp + B0 ⋅ δB/μ0 are continuous. This leads to general surface wave dispersion relation applied to the magnetopause.
where subscripts msh and msp represent the magnetosheath and magnetosphere sides, respectively. Eq. 2 must be solved numerically and yields quasi-fast and quasi-slow modes (Pu and Kivelson, 1983a). It can be simplified assuming incompressibility (cS → ∞), where
This has forward and backward propagating solutions with respect to kt, though as the flow shear increases one is reversed becoming a “negative energy” wave (e.g., Mann et al., 1999). Increasing the shear further results in exponential growth in time, corresponding to the classical criterion for the Kelvin-Helmholtz Instability (KHI, Chandrasekhar, 1961). While intimately related to surface waves, we shall not discuss KHI further here (see instead review Masson and Nykyri, 2018). At the magnetopause typically u0,msh ≫ u0,msp, ρ0,msh ≫ ρ0,msp and B0,msh ≪ B0,msp, hence the approximate relation
holds for
In reality the magnetopause has finite thickness
2.2 Surface eigenmodes
The theory presented in Section 2.1 holds for unbounded TDs, whereas magnetospheric field lines are necessarily terminated at their intersection with the ionosphere, as displayed in Figures 2A, B for simple box and cylindrical magnetospheric models (e.g., Southwood, 1974; Kivelson et al., 1984). The ionospheric boundary conditions are highly reflecting for magnetosonic modes, even more than for Alfvén waves (Kivelson and Southwood, 1988), meaning standing surface waves might form between conjugate ionospheres, known as surface eigenmodes (Chen and Hasegawa, 1974; Plaschke and Glassmeier, 2011). These modes have been considered on either the magnetopause or plasmapause, with quantization condition
where
Figure 2. Diagrams of analytic MHD magnetosphere models that have been applied to magnetopause surface wave theory (A, B), and model setups which could advance current challenges to this theory (C–H). These may be complemented by global MHD simulations of the magnetosphere (I), such as GAMERA (Zhang et al., 2019). Depicted is a northward IMF run exhibiting KHI waves/vortices at the magnetopause, with equatorial plane showing residual magnetic field from a dipole, and meridional plane showing thermal pressure.
Magnetopause surface eigenmodes (MSEs) are typically considered around the subsolar meridian, where flow shears are low. Its eigenfrequency in an incompressible box model is thus given by Eq. 3, making it the lowest frequency magnetospheric normal mode and highly penetrating into the magnetosphere due to expected low azimuthal wavenumbers (Plaschke et al., 2009b; Plaschke and Glassmeier, 2011; Archer and Plaschke, 2015). The frequency has an approximately linear dependence on solar wind speed—via balance of magnetospheric magnetic and solar wind dynamic pressures, proportionality of magnetosheath and solar wind densities, and “stiffness” of the magnetosphere (Chen and Hasegawa, 1974; Archer et al., 2013a; Archer and Plaschke, 2015; Nenovski, 2021). Compressibility should modify this only slightly (Pu and Kivelson, 1983a).
It had been suggested fast solar wind might inhibit MSE, as meridional magnetosheath flow could reverse one of the counter-propagating surface waves (Plaschke and Glassmeier, 2011). Later this was considered important only for large dipole tilts, based on time-of-flight calculations within empirical models (Archer and Plaschke, 2015). Away from the subsolar meridian it was thought MSE would be advected tailward by the magnetosheath. However, it was shown theoretically (as well as in observations and simulations) that MSE can stand stationary against the flow across a wide local time range on the dayside, trapping wave energy locally (Archer et al., 2021).
In box models MSE currents flow only within the magnetopause, forming field-aligned currents at low altitudes which close via ionospheric Pedersen currents (Plaschke and Glassmeier, 2011). Whether surface modes directly have significant effects on the ionosphere or ground, and where these might map to, has been debated (Kivelson and Southwood, 1988; Southwood and Kivelson, 1990; Southwood and Kivelson, 1991; Kozyreva et al., 2019; Archer et al., 2023a).
2.3 Theoretical challenges
Numerous fundamental conceptual challenges concerning magnetopause surface waves remain, even in the linear theory. These are due to standard box/cylindrical models (Figures 2A, B) being oversimplifications of the magnetospheric environment, neglecting aspects of the full physics.
Standard models feature straight equilibrium field lines, however, field line curvature significantly affects MHD waves. To account for this one requires a magnetic (field-aligned) coordinate system with corresponding metric tensor (Stern, 1970; Stern, 1976; D’haeseleer et al., 1991). Note an orthogonal system may not exist, e.g., in the case of background field-aligned currents (Salat and Tataronis, 2000; Rankin et al., 2006). Such methods applied to the magnetospheric Alfvén continuum have shown eigenfrequencies differ from time-of-flight estimates typically by
Field lines are terminated in the ionosphere on both sides of the discontinuity in standard models. While this is valid for the plasmapause, at the magnetopause field lines in the magnetosheath should be open (Kozyreva et al., 2019). A modified box model with open magnetosheath flux is illustrated in Figure 2D. While the quantization condition on closed magnetospheric field lines (Eq. 4) should be unaffected, continuity of normal displacement across the boundary (Walker, 1981; Plaschke and Glassmeier, 2011) requires zero perturbation above/below the intersection of the magnetopause with the ionosphere, i.e.,
The magnetic field models presented have still been highly simplified. Close to Earth the field is reasonably approximated by a dipole, but differs substantially from this in the outer magnetosphere. Dipole equilibrium magnetic field models have been used to explore surface modes due to velocity shears (Leonovich and Kozlov, 2019), though by definition these models cannot include background currents or thermal pressure gradients. Placing an image dipole in the solar wind gives an analytic closed magnetosphere with planar infinitely conducting magnetopause and two magnetic null points at the cusps, as shown in Figure 2E (Chapman and Bartels, 1940). More representative closed magnetosphere models, like in Figure 2G, can be constructed by perturbing a dipole. Introducing (just two) spherical harmonic corrections to dipole Euler potentials produces a reasonable magnetosphere (Stern, 1967), though how to describe magnetosheath field lines in this framework is unclear. Alternatively, expressing the field as a scalar potential in parabolic harmonics with contributions from the dipole and magnetopause currents allows one to confine the geomagnetic field within a paraboloidal magnetopause (Stern, 1985), though magnetic coordinates must be determined numerically (Degeling et al., 2010).
In closed magnetosphere models the magnetopause is a TD. While it is often stated the magnetopause may be treated as a rotational discontinuity for an open magnetosphere (e.g., Sonnerup and Ledley, 1974), this neglects any density/pressure gradients present between the two media. Therefore, for an open magnetosphere the magnetopause must consist of both compressional and rotational boundaries (Dorville et al., 2014). The image dipole model (Figure 2E) can be simply extended to represent an open magnetosphere, as shown in Figure 2F (Kan and Akasofu, 1974). Constructing a realistic open magnetosphere model analytically remains an outstanding challenge (Zaharia and Birn, 2005).
These more representative models (Figures 2E–G) may help understanding effects of the polar cusps. Alfvén wave propagation is significantly affected by local variations in magnetic field strength and/or curvature when wavelengths are comparable to inhomogeneity scales (Pilipenko et al., 1999; Pilipenko et al., 2005), leading to reflection up to
Thus far surface waves on a single boundary have been considered. However, it is clear from Figure 1A numerous boundaries exist within the magnetosphere. Given the large-scale nature of surface eigenmodes across the magnetic field, they cannot exist in isolation. This motivates a multi-boundary approach, such as in Figure 2H. Some progress towards this has considered eigenmodes of the outer magnetosphere, modeled as a slab or annular cylinder bounded by magnetopause and plasmapause (Nenovski et al., 2007; Nenovski, 2021). How the surface eigenmodes of individual boundaries are modified by, and couple to, the existence of another boundary has yet to be explored. Furthermore, introduction of the bow shock and equatorial ionospheric boundaries is required for a more complete description.
Resonant absorption for a finite-width boundary has been poorly explored outside of standard models. Where (either inside or outside) the transition layer mode conversion occurs and how this varies with surface mode harmonics is not well understood in more realistic setups. Since mode conversion provides a means for field-aligned current generation from a purely compressional wave (Southwood and Kivelson, 1990; Itonaga et al., 2000; Plaschke and Glassmeier, 2011) it is an important topic relevant to the ionospheric and ground-based impacts of surface modes (Kivelson and Southwood, 1988; Archer et al., 2023a).
Linear surface wave theory typically solves either initial value (where the boundary is perturbed and allowed to evolve) or eigenvalue problems (where normal modes are sought). Under these approaches it is not possible to self consistently consider variable solar wind forcing. However, solar wind and magnetosheath plasmas are highly turbulent, modifying conditions present adjacent to the magnetopause over timescales comparable to (or shorter than) surface wave periodicities. It has been suggested, by analogy with a driven harmonic oscillator with stochastically varying eigenfrequency, magnetosheath turbulence might suppress the surface mode (Pilipenko et al., 2017). The potential damping factor in such a toy model using representative turbulent amplitudes/spectra have not yet been estimated. Expanding this approach to self-consistently treat turbulent driving in addition to its effect on the eigenfrequency is required to more realistically formulate this problem.
It is finally worth noting only linear wave theory has been discussed. Nonlinear effects have been investigated analytically on planar TDs (cf. Figure 1B) for incompressible plasmas (Hollweg, 1987; Alì and Hunter, 2003). While this is of greatest relevance to a KH-unstable boundary, even in the marginally stable and weakly nonlinear regimes surface waves undergo wave steepening, crest/trough sharpening, and non-local self-interactions, leading to their breakdown in finite time. There is certainly more scope to explore this topic.
Many of these current challenges simply cannot be realistically treated by analytic theory. Nonetheless, modifications to simple models will likely provide insight into the physics. However, to more representatively model them in a complex environment like the magnetosphere necessitates numerical simulations.
3 Global simulations
Global simulations (mostly MHD, as shown in Figure 2I) have become a valuable tool in studying geospace, though correctly interpreting their results requires understanding the underlying physics and numerics (Raeder, 2003; Zhang et al., 2019; Raeder et al., 2021). The choice of grid, resolution, algorithms, and solver order have implications on whether boundary layers are resolved/smeared, in turn affecting surface wave growth/damping rates and wavelengths (Hartinger et al., 2015; Sorathia et al., 2017; Michael et al., 2021).
Magnetopause dynamics driven by upstream pressure changes (e.g., Børve et al., 2011; Desai et al., 2021; Horaites et al., 2023) and KHI (e.g., Slinker et al., 2003; Collado-Vega et al., 2007; Fairfield et al., 2007) have been explored in global simulations. These have included reproducing impulsively-excited MSE, showing this eigenmode can be sustained in a realistic magnetosphere (Hartinger et al., 2015; Archer et al., 2021).
Distinct inner and outer surface modes for continuous transition layers have been demonstrated. Results vary on whether their local frequencies are the same (Claudepierre et al., 2008; Archer et al., 2022; Archer et al., 2023a) or slightly different (Li et al., 2012), but agree these modes have different local wavelengths. Similarly, even just for intrinsic KHI-generated waves, differences are reported on whether surface wave frequencies are global (Claudepierre et al., 2008; Guo et al., 2010) or locally varying (Merkin et al., 2013; Archer et al., 2021), though their wavelengths clearly vary with local time from noon (Guo et al., 2010; Li et al., 2012; Merkin et al., 2013; Archer et al., 2021). Surface wave frequencies appear correlated with solar wind speed (Claudepierre et al., 2008; Li et al., 2012). Dayside MSE have been demonstrated seeding tailward-travelling surface waves that subsequently amplify via KHI despite not being at the instability’s intrinsic frequency (Hartinger et al., 2015; Archer et al., 2021), highlighting different driving mechanisms can be coupled thus may not always be as simple as often assumed.
The mixed properties of MHD waves from non-resonant wave coupling of the surface mode in a realistic plasma environment have been reported. These lead to field-aligned current generation throughout the magnetosphere, peaking at the inner edge of the boundary layer rather than the Open-Closed Boundary (Archer et al., 2023a). They also affect velocity polarisations, exhibiting axes aligned to the local (highly distorted) geomagnetic field (Li et al., 2013) and orientations perpendicular to amplitude gradients (Archer et al., 2023a), more akin to Alfvénic modes (Southwood and Kivelson, 1984). Resonant coupling of surface waves to Alfvén and cavity/waveguide body eigenmodes has been demonstrated in regions where frequencies match (Merkin et al., 2013; Archer et al., 2021; Archer et al., 2022).
Simulation results suggest the cusps do not reflect surface modes, but do introduce additional magnetic field nodes/antinodes and polarisation reversals compared to the velocity (Archer et al., 2022). They have also demonstrated standing structure and plasma inhomogeneities can alter the standard magnetosonic plasma–magnetic field correlation (Archer et al., 2023b). Finally, simulations have provided insight into potential impacts of surface waves on energetic particles (Claudepierre et al., 2008; Sorathia et al., 2017) and the ionosphere/ground (Archer et al., 2023a).
Global simulations have, therefore, provided valuable insight to some of the theoretical challenges raised in section 2.3, though further work in resolving inconclusive results and addressing outstanding questions remains.
4 Discussion
Boundary processes are key to the global dynamics and energetics of space plasma systems. Indeed it has been appreciated that the magnetopause may act as a (slow roll-off) low-pass filter (Smit, 1968; Freeman et al., 1995; Børve et al., 2011; Archer et al., 2013b; Desai et al., 2021), with surface waves contributing by processing, accumulating, and guiding upstream disturbances. Given magnetopause surface waves have natural frequencies (dependent on plasma conditions, Chen and Hasegawa, 1974; Miura and Pritchett, 1982; Archer and Plaschke, 2015), they may act as a magnetospheric resonator providing an efficient mechanism for frequency-dependent absorption of turbulent driving. Further theoretical/modelling work addressing the challenges raised in this review are required to assess this prospect. We have only considered MHD theory; extensions include kinetic surface wave theory (Lee, 2019) and/or coupling to Kinetic Alfvén Waves within the magnetopause (Hasegawa, 1976; Lee et al., 1994).
The connection between magnetospheric and solar waves has long been recognized (Nakariakov et al., 2016). For example, the best observed solar collective motions—transverse fundamental kink modes of coronal loops (Nakariakov et al., 2021)—can be strikingly well understood in terms of surface waves supported by interfaces of vanishing (Goossens et al., 2009) or finite widths (Hollweg and Yang, 1988) in models similar to Figure 2B. Though historically classified as “body modes” (Edwin and Roberts, 1983), in the long-wavelength linear limit kink modes are relatively insensitive to the details of the MHD environment (Goossens et al., 2009) and their dispersion relation reduces to exactly that of the surface eigenmode (Eq. 3). While theoretical understanding of their resonant interplay with the Alfvén continuum benefitted considerably from magnetospheric studies (Pascoe et al., 2011), their remotely-sensed nature have enabled effects like field line curvature (Van Doorsselaere et al., 2004; van Doorsselaere et al., 2009) and the localization of wave exciters (Nakariakov et al., 2004) to be addressed. Concepts such as wave packets have been elucidated by the stationary phase method (Guo et al., 2022; Li et al., 2023), addressing effects of waveguide dispersion (Kolotkov et al., 2021). These advancements from the solar environment could aid current challenges in the magnetospheric context.
Overall, advancing magnetopause surface wave theory will provide vital underpinning in interpreting data from upcoming missions. These include SMILE, which aims to uncover the fundamental modes of the dayside solar wind–magnetosphere interaction through soft X-ray imaging (Wang and Branduardi-Raymont, 2022), and HelioSwarm, which among its objectives is to assess the impact of solar wind turbulence on the magnetosphere (Klein et al., 2023).
Author contributions
MA: Funding acquisition, Project administration, Visualization, Writing–original draft. VP: Conceptualization, Writing–review and editing. BL: Writing–review and editing. KS: Visualization, Writing–review and editing. VN: Writing–review and editing. TE: Writing–review and editing. KN: Funding acquisition, Writing–review and editing.
Funding
The author(s) declare that financial support was received for the research, authorship, and/or publication of this article. This review was supported by the International Space Science Institute (ISSI) in Bern, through ISSI International Team project #546 “Magnetohydrodynamic Surface Waves at Earth’s Magnetosphere (and Beyond)”. MOA was supported by UKRI (STFC/EPSRC) Stephen Hawking Fellowship EP/T01735X/1 and UKRI Future Leaders Fellowship MR/X034704/1.
Acknowledgments
We thank Ferdinand Plaschke, Anatoly Leonovich, and Harley M. Kelly for helpful discussions. For the purpose of open access, the author(s) has applied a Creative Commons attribution (CC BY) licence to any Author Accepted Manuscript version arising.
Conflict of interest
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
The author(s) declared that they were an editorial board member of Frontiers, at the time of submission. This had no impact on the peer review process and the final decision.
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Supplementary material
The Supplementary Material for this article can be found online at: https://www.frontiersin.org/articles/10.3389/fspas.2024.1407172/full#supplementary-material
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Keywords: magnetohydrodynamics, MHD theory discontinuities, MHD waves, surface waves, surface eigenmode, magnetosphere, magnetopause, global simulation
Citation: Archer MO, Pilipenko VA, Li B, Sorathia K, Nakariakov VM, Elsden T and Nykyri K (2024) Magnetopause MHD surface wave theory: progress & challenges. Front. Astron. Space Sci. 11:1407172. doi: 10.3389/fspas.2024.1407172
Received: 26 March 2024; Accepted: 30 April 2024;
Published: 30 May 2024.
Edited by:
Andrey Samsonov, University College London, United KingdomReviewed by:
Alexei V. Dmitriev, Lomonosov Moscow State University, RussiaZhongwei Yang, Chinese Academy of Sciences (CAS), China
Copyright © 2024 Archer, Pilipenko, Li, Sorathia, Nakariakov, Elsden and Nykyri. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.
*Correspondence: Martin O. Archer, bS5hcmNoZXIxMEBpbXBlcmlhbC5hYy51aw==