Measurement of MHD Turbulence Properties by Synchrotron Radiation Techniques

Abstract

It is well known that magnetohydrodynamic (MHD) turbulence is ubiquitous in astrophysical environments. The correct understanding of the fundamental properties of MHD turbulence is a pre-requisite for revealing many key astrophysical processes. The development of observation-based measurement techniques has significantly promoted MHD turbulence theory and its implications in astrophysics. After describing the modern understanding of MHD turbulence based on theoretical analysis and direct numerical simulations, we review recent developments related to synchrotron fluctuation techniques. Specifically, we comment on the validation of synchrotron fluctuation techniques and the measurement performance of several properties of magnetic turbulence based on data cubes from MHD turbulence simulations and observations. Furthermore, we propose to strengthen the studies of the magnetization and 3D magnetic field structure’s measurements of interstellar turbulence. At the same time, we also discuss the prospects of new techniques for measuring magnetic field properties and understanding astrophysical processes, using a large number of data cubes from the Low-Frequency Array (LOFAR) and the Square Kilometre Array (SKA).

1 Introduction

Turbulence is ubiquitous in our universe. As is perceived in everyday life, the movement of the fluid leads to the development of hydrodynamic turbulence. Unlike our terrestrial world, conductive fluids in astrophysics naturally induce magnetic field fluctuations leading to MHD turbulence due to the presence of almost all materials in an ionization plasma state. The self-similarity over a large dynamical range of MHD turbulence in astronomical environments has been well confirmed by observations, as shown by the power-law spectrum of interstellar electron density fluctuations on the plane of the sky (Armstrong et al., 1995; Chepurnov and Lazarian, 2010). In addition, the presence of MHD turbulence has been also pointed out by observations that are as far as in galaxy clusters (Zhuravleva et al., 2019) as well as by in situ direct measurements in the local solar wind (Bruno and Carbone, 2013).

It is known that MHD turbulence plays an important role in many critical astrophysical processes, such as star formation (Mac Low and Klessen, 2004; McKee and Ostriker 2007; Ostriker, 2009; Dib et al., 2010; Crutcher, 2012), magnetic reconnection (Lazarian and Vishniac, 1999, henceforth LV99 Lazarian et al., 2020), magnetic field amplification (Federrath, 2016), cosmic rayacceleration (Gaches et al., 2021; Zhang and Xiang, 2021) and diffusion (Yan and Lazarian, 2008; Xu and Lazarian, 2018; Lazarian and Xu, 2021; Fornieri et al., 2021, for a comprehensive numerical study), and heat conduction in galaxy clusters (Yuan et al., 2015; Bu et al., 2016). Naturally, a thorough understanding of MHD turbulence is essential in order to better describe a large number of astrophysical processes that operate over a large number of physical scales.

MHD turbulence with the nonlinear complexity generally exhibits diverse properties at a microscopic plasma level, but it shows regularity behind chaotic phenomena for turbulent fluctuations and allows a statistical description at a macroscopic level (Biskamp, 2003). Taking statistical description into account, commonly used methods are the power spectrum, the correlation and structure functions (see Monin and Yaglom (1975) for an old book; Boldyrev et al., 2002a;Boldyrev et al., 2002b), by which one mostly considers volume and time averaging of physical variables to implement the statistical ensemble measurements of turbulence. In addition, the delta-variance spectrum (Stutzki et al., 1998; Dib et al., 2021), as another manifestation of the power spectrum, has been used to characterize turbulence properties.

In recent years, numerical simulations or experiments combined with analytical theory have significantly promoted the study of MHD turbulence (Goldreich and Sridhar, 1995, thereafter GS95; LV99; Cho and Lazarian, 2002; Kowal and Lazarian, 2010; Beresnyak 2017). In particular, the numerical experiments are gradually alleviating the gap between the realistic MHD turbulence physics and the analytical theory. However, due to the large-scale characteristics inherent in astrophysical systems resulting in a high Reynolds number R_e > 10¹⁰, it is challenging to simulate a realistic astrophysical environment. The currently available 3D MHD simulations are limited by the Reynolds number of about R_e ≃ 10⁵ (e.g., Beresnyak, 2019). Therefore, a new observation-based research perspective is needed to break the bottleneck of the direct numerical simulation.

In addition to the study of electron density information, there are two additional sources of information regarding MHD turbulence in astrophysics: turbulent velocity and magnetic fields. The former can be retrieved from spectrometric observations of emission lines (e.g., Lazarian et al., 2002; Lazarian and Pogosyan, 2004), while the latter, by radio observations (Gaensler et al., 2011; Lazarian and Pogosyan, 2012; Lazarian and Pogosyan, 2016, hereafter, LP12 and LP16). The main purpose of this article is to review the progress made in measuring the fundamental properties of MHD turbulence using the radio synchrotron radiation method.

Section 2 describes the fundamentals of MHD turbulence theory necessary to understand what MHD turbulence is and develop magnetic field measurement techniques. In Section 3, we provide some basic formulae of synchrotron radiative processes in MHD turbulence. Section 4 presents various statistical techniques that are being currently developed, the feasibility of which is tested using synthetic, realistic simulation and observational data in Section 5. Finally, we give a discussion in Section 6.

2 Fundamentals of MHD Turbulence Theory

2.1 Turbulence Driving Mechanism

The turbulence energy source driving varies with different astrophysical environments. Here, to simplify considerations, we divide the driving sources into two categories: external and internal driving mechanisms. The former has been considered as a common way for turbulence driving in the simulations of interstellar turbulence, due to the convenience of setting external forces. The most typical cases are supernova explosions in ISM (Spitzer Jr, 1978; Dib et al., 2006; Ostriker, 2009; Chamandy and Shukurov, 2020), merger events and active galactic nuclei (AGN) outflows in the intercluster medium (Chandran, 2005; Subramanian et al., 2006; Lazarian et al., 2020) and outflow in molecular clouds (Carroll et al., 2009), and young stellar objects (Federrath, 2016). In contrast, the latter is also accepted generally, such as magnetic reconnection driving/mediating turbulence in various regimes (Huang and Bhattacharjee, 2016; Cerri and Califano, 2017; Franci et al., 2017; Kowal et al., 2017; Dong et al., 2018), the magneto-rotational instability-generated turbulence (Sellwood and Balbus, 1999; Gardiner and Stone, 2005; Fromang, 2013; Kunz et al., 2016; Riols et al., 2017; Zhdankin et al., 2017). Indeed, for realistic astrophysical processes such as molecular clouds and supernovae, their drivings may be involved in internal and external mechanisms simultaneously.

Sometimes the complexity of turbulent driving is manifested by the coexistence of multiple driving mechanisms in the same environment. One of the most classic cases is the driving process in the ISM, where various drivers may occur simultaneously: expanding shells and gravitational instability at about 1,000 pc scales arising from galaxy mergers; expanding shells, MRI and cloud collisions at about 100 pc scales from supernova explosion; and stellar feedback at 10-pc to sub-pc scales by outflow. In the turbulence research community, for simplicity, one usually uses external driving with the solenoidal or compressible approach, which is more effective at limited numerical resolution. In recent years, internal driving mechanisms have gradually become the focus of research, but only at the cost of expensive numerical resources (Beresnyak, 2017; Kowal et al., 2017).

2.2 Basic Properties of MHD Turbulence

In the spirit of understanding the nature of turbulence from first principles, we here provide the visco-resistive equations that govern the evolution of magnetized plasma as follows¹:describing the continuity, Eq 1, the momentum conservation, Eq 2, the adiabatic invariance, Eq 3, the magnetic induction, Eq 4, and the divergence of magnetic field, Eq 5, respectively. Here, is the gas pressure, the speed of sound, t the evolution time of the fluid, ν the kinematic viscosity, η = c²/(4πσ) the magnetic diffusivity, σ the conductivity, and Γ the adiabatic index. Other physical quantities have their usual meanings. The interaction of plasma fluids and magnetic field was formulized in the aforementioned equations, by which a series of physical quantities characterizing the properties of the MHD turbulence can be better understood.

Let us replace the operator ∇ by ∇/L and set in Eq 2 and in Eq 4, where L is the characteristic scale length at the typical velocity u, as well as and are dimensionless. After a simple analytical derivation (including only the viscosity term in Eq (2)), we obtain

Through the coefficients of the equations, we define two dimensionless physical quantitieswhere R_e is the kinetic Reynolds number characterizing the ratio of the viscous timescale to the advection timescale, and R_m is the magnetic Reynolds number denoting the ratio of resistive diffusion timescale to the advection timescale. Considering the temperature T ≃ 10⁴K related to , the scale length L ≃ 1 pc, and the velocity u ≃ 1 km/s, one can obtain a large R_m ≃ 10¹⁶ as an example of turbulence setting (e.g., Brandenburg and Subramanian, 2005). The relative dominance between the kinematic viscosity and magnetic diffusivity is described by the magnetic Prandtl number:

Similarly, combining the adiabatic invariance, Eq 3 and momentum conservation, Eq 2, one can obtain the sonic Mach number (Biskamp, 2003 for a detailed derivation)for the high-β plasma case. This parameter can be used to describe the information of compressibility of MHD turbulence. For the low-β plasma case, the momentum conservation Eq 2 is dominated by the magnetic pressure. On multiplying Eq 2 by , the quantity characterizing the magnetization strength is called the Alfvénic Mach numberwhere is the Alfvénic velocity.

Considering current density related to the magnetic field by Ampere’s law, the Lorentz force can be written in the following form:where the first term on the right-hand side describes the magnetic tension force and the second term describes the magnetic pressure force. The plasma parameter β, denoting the ratio of gas pressure to magnetic one, is defined aswhich can be rewritten aswith the sonic and Alfvén Mach numbers.

As for the description of the properties of helicity in MHD turbulence, one can introduce another two quantities termed as the magnetic helicity and cross helicity, which are, respectively, written as

Here, A is the vector potential with B = ∇ ×A. The former can measure the twist and linkage of the magnetic field lines, and the latter can reflect the overall correlation of magnetic and velocity fields (Falgarone and Passot, 2003).

2.3 Cascade Processes of MHD Turbulence

2.3.1 Power-Law Scaling of Turbulence Cascade

The pioneering work regarding incompressible hydrodynamic turbulence (Kolmogorov, 1941, henceforth K41) demonstrated that the energy is injected at a large scale (called the injection scale) and dissipated at small scales (the dissipation scale). The range between these two scales is called the inertial range, where the energy cascades from the injection scale to the dissipation scale with negligible energy losses, that is, the energy transfer rate in this range keeps a constant,where u_l is a characteristic velocity and t_cas = l/u_l is the cascading timescale. This expression indirectly reflects the relationship between velocity u_l of fluid elements and their scales l, namely . Therefore, we have the well-known Kolmogorov 1D spectrumwhere k is the wave number. Alternatively, the 3D spectrum is expressed as

It is noted that this 3D spectrum can be transformed into the 1D one by the transformation of the volume element d³k ∼ k²dk, i.e., E(k) ∼ k²E_3D(k) ∼ k^−5/3.

For incompressible magnetic turbulence, two classical works (Iroshnikov, 1963; Kraichnan, 1965, henceforth IK) introduced nonlinear energy models to study the power-law scaling from turbulence cascade. Different from the K41 energy cascade by the interaction of eddies, it is considered that the energy was transferred via the Alfvén waves along the local magnetic field. The relation between the velocity and scale is expressed as after considering the influence of the magnetic field. The power spectrum in the IK theory isin the inertial range. Although this model considered the role of the magnetic field, it ignored a critical issue that turbulence should be anisotropic in the presence of the magnetic field. This limitation was pointed out in later studies (Montgomery, 1982; Shebalin et al., 1983).

With the anisotropy due to turbulent magnetic fields, GS95 studied the nonlinear energy cascade of incompressible and strong MHD turbulence. They predicted that the motions of eddies perpendicular to the magnetic field have similar properties to Kolmogorov turbulence, i.e., . The resulting Kolmogorov-like energy spectra are given bywhere k_⊥ represents the wave-vector component perpendicular to the magnetic field. Notice that the magnetic field in the original article refers to the global frame of reference which has been corrected as the local frame of reference by later intensive studies (LV99; Cho and Vishniac, 2000; Maron and Goldreich, 2001; Cho and Lazarian, 2002; Cho and Lazarian, 2003, henceforth CL02; 2003, henceforth CL03). In particular, the LV99 theory pointed out that the reconnection of turbulent magnetic fields takes place within the eddy turnover time and the motions of eddies perpendicular to the magnetic field are not controlled by the magnetic field tension. The magnetic field here refers to the local magnetic field around the eddies.

Besides, for the weak MHD turbulence, the energy transfer rate is expressed as , resulting in . Thus, the power spectrum of weak turbulence follows (LV99; Galtier et al., 2000)

2.3.2 Anisotropy

Except for the prediction of the exponent of − 5/3 in the perpendicular direction mentioned previously, another important contribution of the GS95 theory is the prediction of scale-dependent anisotropy. They assumed that the relative motion perpendicular and parallel to the magnetic field is described by the critical balance condition, namely, , where v_⊥ is fluctuation velocity of turbulence at the scale l_⊥, l_∥ and l_⊥ represent the scales parallel and perpendicular to the magnetic field, respectively. Based on the critical balance condition and the relation of , two scales are related bywhich is the so-called scale-dependent anisotropy theory. This implies that the smaller the scale, the larger the anisotropy. Note that this anisotropic relationship holds in the local frame of reference rather than in the global frame of reference. As for the latter, the anisotropy is scale-independent and is determined by the anisotropy of the largest eddies (CL03).

It should be stressed that GS95 focused on trans-Alfvénic turbulence, i.e., M_A ≈ 1, with the turbulence kinetic energy equal to the magnetic energy. Later, the theory was generalized to sub-Alfvénic M_A < 1 and super-Alfvénic M_A > 1 cases, respectively (LV99; Lazarian, 2006). When the turbulence is driven with the injection velocity V_L less than V_A at the injection scale L_in, it initially undergoes a weak turbulence cascade process with , where the parallel scale l_∥ does not change (LV99; Galtier et al., 2000). With the intensification of the interaction of wave packets, the turbulence changes to strong turbulence at the transition scale and continues up to the dissipative scale L_dis. In the inertial range, the scales perpendicular and parallel to the magnetic field have the following relationship:

Compared with the trans-Alfvénic turbulence, this relationship has an additional factor related to the magnetization . In addition, the turbulent velocity is written aswhich still follows the Kolmogorov-type cascade, i.e., .

In the case of the super-Alfvénic turbulence, there is almost no constraint of the magnetic field at the injection scale L_in, so the turbulence follows the law of hydrodynamic turbulence. With the development of turbulence, it experiences a transition from hydrodynamic turbulence to MHD one at the transition scale . In the inertial range from L_A to L_dis, the turbulence again exhibits an anisotropy consistent with the GS95 theory, with the scale relation ofand the velocity relation of

In the strongly turbulent region, the scale-dependent anisotropy becomes more significant as the scale decreases.

2.4 Compressibility of MHD Turbulence

Compressibility is an important addition to the MHD turbulence theory. In fact, in a real astrophysical environment such as a molecular cloud, the MHD turbulence is essentially compressible and is composed of three plasma modes, i.e., Alfvén, slow, and fast modes. The idea of the decomposition of MHD turbulence into individual modes was originally formulated in Dobrowolny et al. (1980), where they mainly dealt with small amplitude perturbations in incompressible MHD turbulence.

The actual decomposition in a numerical simulation has been implemented using Fourier transformation (CL02; CL03). Covering the gas pressure-dominated and magnetic pressure-dominated turbulence regimes, they revealed the spectrum and anisotropy in the compressible MHD turbulence. Typically, the Alfvén mode in the high- and low-β regimes follows the scaling slope and scale-dependent anisotropy of GS95.

The slow mode, as a passive mode, is dominated by the Alfvén mode, and has properties similar to those of the Alfvén mode:

The fast mode, different from the Alfvén and slow modes, possesses isotropic properties similar to acoustic turbulence, with the following scaling relations:

Later, Kowal and Lazarian (2010) advanced the studies on mode decomposition using a wavelet method to treat large amplitude perturbations. This method enables us to trace the direction of the local magnetic field and has significant advantages over the Fourier transform done in the frame of reference of the mean magnetic field.

2.5 Controversy

To explain the numerical simulations in Maron and Goldreich (2001), several studies that have attracted community attention proposed a particular process termed as dynamical alignment to modify the GS95 spectrum from k^−5/3 to k^−3/2 (Boldyrev, 2005; Boldyrev, 2006; Mason et al., 2006). At present, there are numerical results that are compatible with a dynamic alignment model (e.g., Chandran et al., 2015). Moreover, solar-wind observations seem to find some scale-dependent alignment (e.g., Wicks et al., 2013) or the emergence of three-dimensional anisotropy (e.g., Chen et al., 2011) which would also point toward a scale-dependent alignment of some sort (see also Wang T et al., 2020 for similar findings from the end of the MHD cascade to the kinetic scales).

At scales close to the dissipation scale, another modification of the GS95 theory was proposed by Mallet and Schekochihin (2017) for their intermittency model and Mallet et al. (2017) for their reconnection-mediated turbulence model (see also Loureiro and Boldyrev, 2017), the testing/confirming of which is difficult due to current limitations in computational abilities.

However, the anisotropy predicted in Bolryrev’s work is inconsistent with some recent numerical simulations (Beresnyak, 2019; Beresnyak and Lazarian, 2019). Many studies claimed that the deviation from the spectral index -5/3 is transient, namely, localized in the vicinity of the injection scale, and does not extend to the whole inertial range (Beresnyak and Lazarian, 2010; Beresnyak, 2013; Beresnyak, 2014). To the best of my knowledge, this issue is still open. Anyway, the current attempts still do not change the paradigm of the modern MHD turbulence theory.

Synchrotron fluctuation techniques reviewed in this article are developed closely based on the modern understanding of MHD turbulence theory (e.g., GS95; LV99; CL02) without more concern for its controversial appearance. Fortunately, modifications attempted to the fundamental theory are not expected to seriously affect the measurement of the techniques. This is because the development of measurement techniques is independent of a specific scaling slope of turbulence and is constrained in the strongly turbulent range, while modifications to turbulence theory focus on the driving or dissipation scale.

3 Synchrotron Radiative Processes in MHD Turbulence

Magnetic field and relativistic electrons, as two key factors, play a decisive role in emitting synchrotron radiation (Ginzburg and Syrovatskii, 1965; Ginzburg, 1981). Assume that relativistic electrons display a power-law spectrumwhere N represents the number density of relativistic electrons with the energy between E and E + dE, K the normalization constant, and p spectral index of the electrons. In an environment containing regular and random magnetic fields, synchrotron emissivity can be expressed as the combination of homogeneous (j_h) and random (j_r) parts (Crusius and Schlickeiser, 1986)where χ and 1 − χ are the percentage of homogeneous and random parts, respectively. θ is the angle between field lines and the direction of emission, and the factor denotes half of the power j_r(ν) measured in the each of two polarization directions for turbulent magnetic fields.

3.1 Radiation in Homogeneous Magnetic Field

In a completely homogeneous field, the synchrotron emissivity of relativistic electrons is expressed by (Ginzburg and Syrovatskii, 1965)

The integrand , representing the power per frequency unit emitted by a single electron of given energy and pitch angle, is given by (see Rybicki and Lightman, 1979 for more details on the derivation)where K_5/3(t) is the modified Bessel function of order 5/3, is often referred to as a kernel function, and is a characteristic frequency of synchrotron emission.

The power per frequency of a single electron, , is divided into the perpendicular and parallel components with respect to the magnetic field B (Rybicki and Lightman, 1979).where and is the modified Bessel function of order 2/3. As a result, the degree of linear polarization can be calculated byfor a single electron radiation. Replacing in Eq 33 with or , we can obtain the perpendicular (j_⊥) and parallel (j_∥) components of synchrotron emissivity for electron populations. Hence, we have the degree of linear polarization for the electron populations.

After integration, the total emissivity (Eq 33) can be simplified aswhere the spectral index of photons is and B_⊥ = B sin θ.

3.2 Radiation in Random Magnetic Field

In a completely random field, the calculation of synchrotron emissivity will be more complex compared to a completely homogeneous field, due to the presence of a stochastic direction. The synchrotron emissivity is formulated as (Crusius and Schlickeiser, 1986)by averaging the total spontaneously emitted power for the homogeneous field j_h (ν, θ) over all possible values of the polar (θ) and azimuthal (φ) angles. This equation implies that randomness of the magnetic field is maintained ranging from the Larmor radii of the radiating electrons to the size of the emitting source.

Defining x = ν sin θ/ν_c, Eq 40 can be rewritten aswhere , and is associated with the Bessel function of order 5/3. The analytical results demonstrated that j_r has the same power–law relation for frequency as that of j_h (Crusius and Schlickeiser, 1986). Different from the situation of homogeneous field, j_r is related to the total magnetic field strength B and not just its perpendicular component B_⊥ in j_h expression.

3.3 Synchrotron Self-Absorption

When involving in the synchrotron self-absorption, one can adopt Eq 34 to obtain the following the self-absorption coefficient:

We can, thus, write total radiation intensity by the radiative transfer equationwhere τ = κℓ is the absorption optical depth, and ℓ is the size of the emitting region.

For the electrons with a power-law distribution, the absorption coefficient can be reduced towhere , and the coefficient is only associated with the electron exponent.

To obtain polarization properties, we herein introduce the following coefficients in two mutually perpendicular directions:

By adapting Eq 43, we have radiation intensity components

As for an optically thin medium, i.e., κ_⊥,∥ℓ ≪ 1, the degree of linear polarization is consistent with Eq. 38. In the case of optically thick medium, i.e., κ_⊥,∥ℓ ≫ 1,can be used to calculate the degree of linear polarization.

4 Statistics of Synchrotron Fluctuations

On the basis of synchrotron emissivity in Section 3, we can obtain the observable synchrotron intensity (I) and polarization intensity (P) by integrating along the line of sight (Burn, 1966; Waelkens et al., 2009).where L is the spatial scale of radiative propagation, X is a 2D vector on the plane of the sky, and z is the distance variable along the line of sight. The phase (polarization) angle ψ(X, z) = ψ₀ + λ²Φ is associated with the intrinsic polarization angle ψ₀ and the Faraday rotation measure Φ. This is expressed aswhere n_e is the thermal electron density and B_‖ is the magnetic field parallel component along the line of sight. Defining the intrinsic polarization intensity density as P_i = Q_i + iU_i which is independent of wavelengths (this simplification does not affect the statistical results, as verified in Zhang et al., 2018), we can write the polarization intensity P = Q + iU as

4.1 Correlation Analysis of Synchrotron Fluctuations

According to the commonly used method of correlation analysis, the two-point correlation of the polarized intensities can be expressed as (LP16)where P* denotes the conjugate of the polarization intensity, X₁ and X₂ represent two different spatial positions on the plane of the sky, and λ₁ and λ₂ correspond to two wavelengths. Eq 54 can not only characterize the correlation of the spatial separation but also the dispersion of frequencies. Based on this, LP16 proposed two techniques, namely the polarization spatial analysis (PSA) and the polarization frequency analysis (PFA).

In analogy with the velocity channel analysis (VCA) technique (Lazarian et al., 2002), the PSA correlates the polarization signal at different spatial points of the position–position frequency (PPF) space that has similarities with the position–position volume (PPV) space. At a fixed wavelength, the PSA can be expressed aswhere is the mean Faraday rotation measure density and ΔΦ is the fluctuation of Faraday rotation measure. This represents the correlation of polarization intensity as a function of spatial separation R = X₂ − X₁ at the same wavelength.

The PFA that is analogous to the velocity coordinate spectrum (VCS) correlates the polarization information along a single line of sight at the same spatial position. At a fixed spatial position, the PFA for different wavelengths is expressed bywhich is complementary to the PSA, so this enables a more comprehensive acquisition of the properties of MHD turbulence.

Another important aspect of the development of the synchrotron fluctuation technique is the construction of the statistics of polarization intensity derivative with respect to the squared wavelength λ². The correlation statistics of dP/dλ² is formulated aswhich is more sensitive to the fluctuations of Faraday rotation than the polarization intensity correlation given in Eq 55. The introduction of this relationship allows for more information such as the spectrum of Faraday rotation to be obtained. In addition to considering the correlation function, one can also use the structure function of polarization intensity to reveal the anisotropy of MHD turbulence (see LP16 for detailed formulation).

4.2 Analysis of Power Spectrum

With the correlation analysis of synchrotron fluctuations, the power spectrum of synchrotron polarization is described through the Fourier transform of the two-point correlation tensor aswhere R = X₁ − X₂ ∝ 1/K is the spatial lag vector on the plane of the sky. Similarly, the power spectrum of the polarization derivative with respect to λ² can be written asfor analyzing the multi-frequency observations. Once the power spectrum distribution of the observed information is obtained through the aforementioned two equations, we can obtain the distribution characteristics of turbulent energy in space, and also understand several properties related to turbulence, such as the scaling slope, energy dissipation, and injection scales.

4.3 Analysis of Anisotropy

Following LP12, we can define the normalized correction function for an arbitrary observable ϝ aswhere X and R denote a spatial position and a separation between any two points on the plane of the sky, respectively. This is related to the normalized structure function of the observable ϝby which we have a multi-pole expansionwhere n represents the order of multi-pole and φ is the polar angle. The order of the multi-pole expansion has following meaning: n = 0 represents the monopole reflecting the isotropy of statistics, n = 1 denotes the dipole which is zero due to the rotational symmetry of the structure function, n = 2 is called the quadrupole moment revealing the anisotropy, and n = 4 is the octupole moment which has a negligible contribution for the anisotropy. Hence, we define the ratio of the quadrupole moment to the monopole one (termed quadrupole ratio, ref. LP16)to characterize the degree of anisotropy, and the absolute value of which is called the quadrupole ratio modulus.

Alternatively, the ratio of structure functions in the perpendicular direction to each other can also depict the level of anisotropy and is given bywhere is the spatial separation on the plane of the sky. When , statistics represents an isotropy while any deviation from implies an appearance of anisotropy.

4.4 Statistics of Spatial Gradients

Combining the local alignment theory of MHD turbulence (GS95; LV99) with the synchrotron polarization fluctuation predictions (LP16), the gradient techniques were proposed to measure the properties of MHD turbulence (Lazarian et al., 2017; Lazarian and Yuen, 2018a). This is analogous to velocity gradient techniques (González-Casanova and Lazarian, 2017; Yuen and Lazarian, 2017). The feasibility lies in that magnetic field and velocity fluctuations enter symmetrically, according to the theory of Alfvénic turbulence. In the framework of GS95 MHD turbulence theory, it is expected that the alignment of the magnetic field gradient direction is perpendicular to the local magnetic field direction with the eddies (for other different anisotropy models, the sensitivity to this alignment effect may significantly depend on the scales). Since the synchrotron fluctuations are elongated in the direction of the mean magnetic fields, the magnetic fields can be traced by the direction of the spatial gradient of the observed signal.

When involved in Faraday depolarization of synchrotron radiation fluctuations, synchrotron polarization gradients (SPGs) and synchrotron polarization derivative gradients (SPDGs) can reveal more detailed information on the turbulent magnetic field. In particular, the latter can sample the spatial regions close to the observer with the sampling depth controlled by the radiation wavelength (see Figure 1), which provides a new approach to map the 3D distribution of Galactic magnetic fields.

FIGURE 1

Specifically, the de-correlation of the Faraday rotation measure is introduced as (LP16; Zhang et al., 2020)where L_eff is an effective spatial depth of the Faraday rotation sampling. We can thus write the ratio of the depth sampled by the Faraday rotation to the emitting region size aswith . Here, σ_ϕ denotes the root mean square and Faraday rotation density. According to Eq 66, the strong and weak depolarizations can be characterized by L_eff/L < 1 and L_eff/L > 1, respectively. In the case of the strong depolarization, the entire space is divided into two different parts as shown in Figure 1, from which we can know that only the part of z < L_eff experiences the depolarization while the part of z > L_eff cannot contribute to the polarization correlation. When observing that the frequency interval △ν = c/λ²△λ is small enough, the difference of P (λ₁) and P (λ₂) in the range of [L₂, L₁] is written asfrom which the expression of the SPDGs is given by

From another perspective, namely, based on the spatial gradient analysis of Stokes parameters Q and U on the complex plane, Gaensler et al. (2011) proposed the synchrotron polarization gradients to constrain the sonic Mach number in warm or ionized ISM. After a simple mathematical derivation, the spatial gradient of polarization intensity can be expressed as

Subsequently, considering rotational and translational invariance of coordinates, various diagnostic quantities were developed by Herron et al. (2018).

5 Applications of Statistical Techniques

5.1 Measurement of Scaling Slope

LP12 predicted that the power spectrum, correlation, and structure functions of synchrotron radiation fluctuations, termed two-point statistics, can recover the scaling slope of turbulent magnetic fields. Numerical simulations show that the correlation function does not work in revealing scaling slopes, but it can be used to explore the correlation scale and the effect of the electron spectral index on turbulence (Herron et al., 2016; Lee et al., 2016; Zhang et al., 2016). The main reason that we think is that LP16 performed theoretical studies under the condition of the power-law correlation model, from which they predicted the possibility of obtaining the scaling slope for the corresponding model. The correlation function itself, however, has a divergent behavior for numerical simulation or observational data, because Stokes parameters Q and U contain the information of negative values arising from the change in the direction of the turbulent magnetic field.

Numerical results demonstrated that the scaling slope of the underlying MHD turbulence can be recovered approximately by the two-point structure function of synchrotron radiation fluctuations (Lee et al., 2016). From the perspective of numerical simulations, the direct calculation of the spatial structure function is more time-consuming, compared with the correlation function or power spectrum. Alternatively, one can first get the statistics of the correlation function, provided that it maintains convergence, and then calculate the structure function using the relation of SF(R) = 2 [CF(0) − CF(R)]. In general, the two-point structure functions are unable to correctly reproduce the scaling of a spectrum with a slope ∼ − 3 or steeper (sometimes problems may arise already at slopes slightly shallower than − 3, if the underlying spectrum is not a perfect power-law). For instance, Lee et al. (2016) measured the scaling slope of 5/3 with the change in a numerical resolution. It was pointed out that the scaling slope of the two-point structure function, calculated directly from 2D synthetic data, was still less than 5/3 expected for the Kolmogorov spectrum, even with a 8192² resolution. Thus, using a two-point structure function to extract the scaling slope of turbulence requires more precise statistics with a higher numerical resolution. Alternatively, the multi-point structure functions are recommended to achieve better convergence of the results (see Cho and Lazarian, 2009; Cho, 2019).

Obtaining the scaling slope through the power spectrum of synchrotron fluctuations should be one of the most efficient ways, as the calculation of the power spectrum invokes the fast Fourier transform in the wavenumber space to effectively accelerate the process. Adopting both synthetic and MHD turbulence simulation data, Lee et al. (2016) obtained the power spectrum and its derivative with respect to the wavelength of synchrotron polarization arising from synchrotron polarization radiation together with Faraday rotation fluctuations. This study succeeded in obtaining the scaling slope and demonstrated that simulations are in agreement with the theoretical prediction in LP16. In addition, using simulated interferometric observations on how to recover the scaling slope was also attempted. Notice that the study mentioned previously is based on the spatially coincident synchrotron emission and Faraday rotation regions. Furthermore, considering spatially separated and compounded synchrotron radiation and Faraday rotation fluctuations, Zhang et al. (2018) studied how to extract the scaling slope of synchrotron polarization intensities. In the short wavelength range, the power spectra revealed fluctuation statistics of the perpendicular component of turbulent magnetic fields, and the spectra reflected the fluctuation of the Faraday rotation in the long-wavelength range. As shown in Figure 2, the effects of telescope angular resolution and noise structure do not hinder the use of power spectrum methods to obtain scaling slopes of MHD turbulence in the large-scale inertial range.

FIGURE 2

Motivated by one-point statistics in LP16 (termed PFA), which is characterized by the variance of polarized emission as a function of the squared wavelength along a single line of sight, Zhang et al. (2016) studied how to extract the scaling slope of underlying MHD turbulence. To depict the level of turbulence, they defined a ratio η of the standard deviation of the line of sight turbulent magnetic field to the line of sight mean magnetic field. As shown in Figure 3, a large ratio (η ≫ 1) characterizing a turbulent field dominated regime reflects the polarization variance , and a small ratio (η ≲ 0.2) characterizing a mean field-dominated regime reveals the polarization variance with m = 2/3 for the Kolmogorov scaling. As a result, the turbulent spectral index was successfully recovered by the polarization variance in the case of the mean field-dominated regime, i.e., a small η. At the same time, it was pointed out that the change in cosmic ray electron spectral indices cannot affect the scaling slope measurement of magnetic turbulence. This provides a new method for recovering the scaling index of MHD turbulence and agrees with the theoretical prediction of LP16. Interestingly, this technique has been successfully applied to explain the depolarization in the optical wavebands from active galactic nuclei (Guo et al., 2017).

FIGURE 3

5.2 Measurement of Anisotropy

As described in Section 2, the prediction of the anisotropy (eddy’s elongation along the local magnetic field direction) in turbulent cascade is an important contribution of GS95. It is challenging to test the local anisotropy of MHD turbulence from an observational point of view because the observational signal is inevitably involved in the integration along the line of sight in the observer’s frame of reference. Note that integrated synchrotron fluctuations along the line of sight were predicted by LP12 to be anisotropic, with the eddy’s major axis aligned with the direction of the mean magnetic field instead of the local field within the MHD turbulence volume.

The spatial second-order structure function of radiation fluctuations is a very direct way to reveal the existence of anisotropy in MHD turbulence, although the anisotropy here does not directly correspond to the local anisotropy favored by the modern MHD turbulence theory. By visualizing a contour map for 2D structure function of observations, one can easily see the anisotropic distribution, from which the major axis direction of the elongated structure will qualitatively characterize the mean magnetic field orientation (see Figure 1 in Wang R. Y et al. (2020) for an example). Considering the ratio of two measurement directions perpendicular to each other from observed polarization intensities, called an anisotropic coefficient, we can quantitatively determine the degree of the anisotropy of the MHD turbulence in the global frame of the reference; refer to the work of Lee et al. (2019) and Wang R. Y et al. (2020) for more details.

A new more precise method to measure the anisotropy is termed as the quadrupole ratio described in Section 4. This method was proposed in LP12 that derives many analytical formulae including the predictions from the Alfvén, slow, and fast modes in the high or low β plasma regime. A numerical test of theoretical predictions on the quadrupole ratio was attempted by Herron et al. (2016) based on MHD turbulence simulation. We have to point out that their testing used a simplified version rather than a general formula. In particular, they adopted the compressible MHD turbulence data to study the isotropic version of formulae, which fails to provide proof of the usability of the analytical formula. Considering the angle change in between the mean magnetic field direction and the line of sight, recently tested the theoretical prediction of LP12 in detail and confirmed the correctness of the analytical formulae, providing convenience to study the anisotropy of MHD turbulence by using the analytical expressions.

How the anisotropic structure changes with observation frequency were studied in Lee et al. (2019) by the quadrupole ratio. Their studies showed that in the high-frequency range, the observed polarization exhibits the averaged structures of both foreground and background regions, while in the low-frequency range, the large-scale structures are wiped out by a strong Faraday depolarization and the small-scale anisotropy reflects the magnetic field structure from the foreground region.

By decomposing the compressible MHD turbulence into three plasma modes, i.e., Alfvén, slow, and fast modes, Wang R. Y et al. (2020) demonstrated that the quadrupole ratio statistics of the polarization intensity from the Alfvén and slow modes present a significant anisotropy, while the fast mode statistics show isotropic structures (see Figure 4). Those findings are in agreement with the earlier direct numerical simulations provided in CL02. As a result, the quadrupole ratio method can be applied to the measurement of the anisotropy of MHD turbulence in various astrophysical environments.

FIGURE 4

5.3 Measurement of Magnetic Field Orientations

The traditional method of measuring the magnetic field direction is called the synchrotron polarization vector, which is based on the fact that the observed polarization vectors are perpendicular to the magnetic field directions within the emitting source. Note that the limitation of this method cannot be applied to observations with Faraday rotation.

Using synchrotron intensity gradients (SIGs) together with both MHD turbulence simulation and PLANCK archive data, Lazarian et al. (2017) demonstrated the practical applicability of the gradient technique described in Section 4, comparing the measured directions of magnetic fields arising from the gradient technique with that of the traditional polarization vector method. Furthermore, SIGs were advanced in Lazarian and Yuen (2018a) to SPGs and SPDGs. Subsequently, to explore the magnetic field measurement capabilities of synchrotron gradient techniques, SPGs and SPDGs were generalized and applied to a variety of possible astrophysical environments in a series of studies including different turbulence regimes, the gradient of various diagnostic quantities, realistic observations of Galactic diffuse media, as well as spatially separated synchrotron radiation and Faraday depolarization regions.

5.3.1 Gradient Measurement in Various Turbulence Regimes

Based on synthetic observations from MHD turbulence simulations, Zhang et al. (2019a) extended both SPGs and SPDGs to super-Alfvénic regimes and studied how to trace the directions of turbulent magnetic fields. Focusing on multi-frequency measurements in the presence of strong Faraday rotation, they provided the procedures of how to recover the projected mean magnetic fields on the plane of the sky and the local magnetic fields within a tomographic slice. The results demonstrated that in the low-frequency strong Faraday rotation regime, the SPGs had a significant advantage over the traditional polarization vector method in tracing projected mean magnetic fields and the SPDGs were applicable to tracing the local magnetic field directions in the local frame of reference of MHD turbulence. At the same time, their parameter research provided a testing ground for the application of the new techniques to a large number of data cubes, such as those from LOFAR and SKA.

5.3.2 Gradient Measurement of Various Diagnostic Quantities

The various diagnostic quantities, including the polarization directional curvature, polarization wavelength derivative, and polarization wavelength curvature, are derived in Herron et al. (2018) considering the translational and rotational invariance of the observed quantities. It is noticed that the authors were not aware of the relation between the magnetic field direction and the gradients of synchrotron radiation gradients, and did not explore whether the new diagnostics they introduced could trace magnetic field in observations.

The spatial gradients of various diagnostics provided in the work of Herron et al. (2018) have been proposed to trace the directions of the mean magnetic field by Zhang et al. (2019b), who found that the gradients of various diagnostics can effectively determine the direction of the projected magnetic fields on the plane of the sky. One of these techniques, namely the maximum of the radial component of the polarization directional derivative, is the best robust method for tracing the mean magnetic field directions in the Galactic ISM.

The synergy of various diagnostic gradients is complementary in tracing the actual direction of interstellar magnetic fields, especially in the low-frequency Faraday rotation regime where the traditional polarization vector method cannot work. Applying the synergies of synchrotron diagnostic gradients to the archive data from the Canadian Galactic Plane Survey (Taylor et al., 2003),Zhang et al. (2019b) showed that various diagnostic techniques make consistent predictions for the Galactic mean magnetic field directions.

5.3.3 Gradient Measurement of Spatially Separated Regions

When confronted with realistic observations, the synchrotron polarization radiation obtained by the observers could originate from complex turbulence regions rather than a single spatially coincident radiation and a Faraday rotation region. Can the synchrotron polarization gradient still measure the direction of the magnetic field for more complex astrophysical settings?

The measurement capabilities of the SPGs were studied in Wang et al. (2021) by constructing spatially separated models, focusing on exploring how the Faraday rotation density in the foreground region affects the measurement of the projected magnetic field. Their numerical results showed that the use of the SPG technique for a complex astrophysical environment could successfully trace the projected mean magnetic field direction within the emitting source region independent of radiation frequency.

5.3.4 Measurement of the Local Magnetic Field Direction

Thanks to the inevitable accumulation of the observed signal along the line of sight, i.e., less locality, it is extremely challenging to measure the local magnetic field in MHD turbulence. However, the measurement of the local magnetic field will be the direct evidence to verify the modern MHD turbulence anisotropy theory since this theory is based on the local magnetic field reference system (see Section 2.3.1). At the same time, the acquisition of the local magnetic field information is a pre-requisite for reconstructing the Galactic 3D magnetic field as well.

Using gradient statistics of the synchrotron polarization derivative with respect to the squared wavelength dP/dλ², the measurement of the local magnetic field direction has been implemented in Zhang et al. (2020) based on data cubes obtained with MHD turbulence simulations. They demonstrated that in the low-frequency strong Faraday rotation regime, the statistic analysis of the spatial gradient of dP/dλ² can indeed reveal the local magnetic field direction and the local anisotropy of the underlying MHD turbulence which increases with increasing radiation frequency.

As illustrated in Figure 1, this technique can successfully extract the local information of MHD turbulence in the tomography space along the line of sight by using multi-frequency observations at adjacent frequencies. Unlike the traditional Faraday rotation synthesis (e.g., Burn, 1966), the polarization gradient techniques are not affected by the Faraday rotation and can improve the 3D model of the Galactic magnetic field effectively.

5.4 Measurement of Magnetization Strength

Several statistical methods, such as Genus, Tsallis, skewness, and kurtosis statistics, are sensitive to the magnetization level M_A of MHD turbulence (e.g., Burkhart et al., 2012; Herron et al., 2016). In addition, the correlation function (e.g., Lazarian et al., 2002; Burkhart et al., 2014; Esquivel et al., 2015) and structure function (Hu et al., 2021; Xu and Hu, 2021) analysis are also suggested as alternative techniques of measuring M_A. At present, these studies are based on the velocity information analysis from MHD turbulence simulations. Similarly, the adoption of synchrotron fluctuations should be on the agenda.

In analogy with velocity gradient techniques, Lazarian et al. (2018b) first discussed that synchrotron gradient techniques should be able to measure the magnetization level. The feasibility of the two methods was explored in Carmo et al. (2020) to obtain the level of magnetization from synchrotron polarization fluctuation, namely the top-base and the circular standard deviation. They claimed that the signal-to-noise ratio was more severe for the top-base method, but still reliable with the standard deviation method. In short, the finding on the power-law relation between M_A and synchrotron gradient statistics is important for determining M_A from the current or future available data cubes.

6 Discussion

The progress in understanding the role of magnetic fields for processes in a specific astrophysical environment depends on our ability to obtain their properties from MHD turbulence. Unfortunately, it is notoriously difficult for studying the properties of magnetic fields. In practice, almost every technique presents its limits. For example, the difficulty with dust polarization measurement lies in the inability to measure the magnetic field strength along the line of sight and insufficient dust grain alignment efficiencies at low Galactic latitudes, preventing observers from deriving the information of magnetic fields in the ISM. For another example, the difficulty with Zeeman splitting measurement is that it can only measure the line of sight component strength of the magnetic field, access the high magnitude end of the interstellar magnetic fields in a mildly turbulent environment, and provide limited morphology information (Crutcher, 2009). Last but not least, a serious limitation of the well-known Faraday tomography is that the line of sight component of the magnetic field in turbulence is expected to change its sign, resulting in the Faraday depth to become ambiguous (see Ho et al., 2019 for a comparison of measure performance between Faraday tomography and SPGs; refer also to Akahori et al., 2018 for the recent review on other more methods and applications in specific astrophysics).

The further development of related new techniques can potentially extract other properties of MHD turbulence. In the framework of synchrotron fluctuations, many topics deserve to be further studied. As an example, visualization of the structure or correlation functions of synchrotron diagnostics can present an anisotropic feature, by which one could trace the mean magnetic field orientations and measure magnetization strength. It should be encouraged to explore the feasibility of this technique for measuring magnetic fields, the fundamental spirit of which is similar to the correlation function anisotropy technique on velocity information (Lazarian et al., 2002; Esquivel and Lazarian, 2005; Hu et al., 2021; Xu and Hu, 2021). We would like to emphasize that the synchrotron dispersion techniques discussed currently are also complementary to other techniques of magnetic field studies, such as velocity channel analysis, velocity coordinate analysis, and velocity gradient techniques. The synergistic use of multiple techniques is necessary because one will be able to improve the reliability of magnetic field measurements by fully utilizing the advantages of each technique.

None of the relevant articles covered in this review consider synchrotron self-absorption effects (see Section 3 for self-absorption processes). However, when the brightness temperature of synchrotron radiation approaches the ‘thermal’ temperature of emitting relativistic electrons, the synchrotron self-absorption effect is expected to be important in the case of low frequencies. In the framework of new techniques developed, we expect that the effects of self-absorption can provide yet another method of testing the 3D structure of the magnetic field. Indeed, only the regions closer to the observer and less affected by self-absorption are expected to be probed under strong self-absorption. This effect is similar to the effect of the dust self-absorption in spectral line statistics that was explored analytically in Kandel et al. (2017b) and numerically in Yang et al. (2021).

In the recent studies related to synchrotron radiation techniques, one simply assumes a homogeneous, isotropic, non-thermal relativistic electron distribution with a power-law energy spectrum. In fact, the specific properties of the relativistic electrons would depend on the cascade process of MHD turbulence, that is, it is also necessary to solve the so-called turbulent heating problem between MHD scales and electron plasma scales. Since part of the initial cascading turbulent energy will be removed by the ion heating/energizing at ion scales before it reaches the electron scales, only a fraction of the energy cascading from the large MHD scales will end up in heating/energizing the electrons which will determine a specific spectral energy distribution N(E) to produce the observed synchrotron radiation. What is this fraction is currently a big open question and answering it would require understanding on what happens at turbulent fluctuations during the transition from MHD scales to kinetic scales, as well as the role of various collisionless processes leading to particle heating that could be at work within different plasma regimes (e.g., Quataert, 1998; Schekochihin et al., 2009; Chandran et al., 2010; Cranmer, 2014; Arzamasskiy et al., 2019; Cerri et al., 2019; Zhdankin et al., 2019; Vasquez et al., 2020; Cerri et al., 2021). As a result, different anisotropy models (i.e., different turbulence theories at MHD scales; see Section 2.5) would determine different properties of fluctuations at kinetic scales which are essential to determine the differential heating of ions and electrons.

Compared to the Faraday rotation synthesis to obtain the 3D magnetic fields in the galaxies (e.g., Burn, 1966; Beck, 2015), where the Faraday depth is changing its sign along the line of sight, making the determination of the magnetic field component B_∥ ambiguous (see Ferriere, 2016), the advantage of the polarization gradient technique is that it is not affected by Faraday rotation and will effectively improve the measurement of our current Galactic 3D magnetic field model. The correct understanding of this model, as a fundamental ingredient, is indeed very important, e.g., for modeling the anisotropic cosmic ray propagation in the Galaxy (e.g., Cerri et al., 2017; Reichherzer et al., 2022) which can explain some anomalies inferred from gamma-ray emission (Acero et al., 2016; Yang et al., 2016), and is critical to obtain a realistic Galactic evolution (e.g., Beck, 2015).

Furthermore, an accurate understanding of Galactic magnetic fields is indispensable for searching the B modes of the Cosmic Microwave Background (CMB, Zucca et al., 2017), which is essential for understanding the evolution of the early Universe. The CMB B mode studies require more accurate removal of the Galactic foreground contamination, which is achievable provided that the detailed information of Galactic magnetic fields can be obtained (e.g., Cho and Lazarian, 2010). Therefore, it is promising that using the new synchrotron gradients performs foreground removal for studying the CMB B modes on the plane of the sky. We expect that there are different properties between the Galactic foreground SPGs and cosmological perturbation one, that is, the direction traced by the former is perpendicular to the foreground polarization, while the latter does not follow this relation. In addition, the CMB E and B mode ratio has been demonstrated to be sensitive to the fraction of the fast modes in MHD turbulence and the magnetization strength (Kandel et al., 2017a). Furthermore, one can obtain the local properties of the CMB E and B modes using the SPDGs, which provide an alternative way of studying the distribution of compressible MHD turbulence modes over the sky and of determining the magnetization level of the Galactic ISM.

Most of the work that has been carried out is based on numerical simulations, which, on the one hand, helps to test the feasibility of the technique and, on the other hand, provides the test grounds for studying magnetic fields using a large number of data cubes from the LOFAR and SKA. Hence, the next step is necessary to advance the application of the technique using observational data to test the performance of the technique in a specific astrophysical setting.

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