Abstract
We revisit the two-body problem, where one body can be deformed under the action of tides raised by the companion. Tidal deformation and consequent dissipation result in spin and orbital evolution of the system. In general, the equations of motion are derived from the tidal potential developed in Fourier series expressed in terms of Keplerian elliptical elements, so that the variation of dissipation with amplitude and frequency can be examined. However, this method introduces multiple index summations and some orbital elements depend on the chosen frame, which is prone to confusion and errors. Here, we develop the quadrupole tidal potential solely in a series of Hansen coefficients, which are widely used in celestial mechanics and depend just on the eccentricity. We derive the secular equations of motion in a vectorial formalism, which is frame independent and valid for any rheological model. We provide expressions for a single average over the mean anomaly and for an additional average over the argument of the pericentre. These equations are suitable to model the long-term evolution of a large variety of systems and configurations, from planet–satellite to stellar binaries. We also compute the tidal energy released inside the body for an arbitrary configuration of the system.
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1 Introduction
Tidal effects arise when an extended body is placed in a differential gravitational field, such as the one generated by a point mass companion. For non-rigid bodies, each mass element adjusts to the equipotential surface, which gives rise to a global redistribution of mass known as tidal bulge. In the process, the friction inside the extended body introduces a delay between the initial perturbation and the maximal deformation. As a consequence, the companion exerts a torque on the tidal bulge of the extended body, which modifies its spin and the orbit.
The estimates for the tidal evolution of a body are based on a very general formulation of the tidal potential, initiated by Darwin (1879). Assuming a homogeneous body consisting of an incompressible fluid with constant viscosity, Darwin derived a tide-generated disturbing potential expanded into a Fourier series expressed in terms of elliptical elements. The equations of motion are then obtained using the Lagrange planetary equations (Darwin 1880).
Kaula (1964) writes the tidal potential using Love numbers (Love 1911). Each term of the Fourier series involves a Love number associated with the amplitude of the tide and a phase lag accounting for the non-instantaneous deformation of the body. This description is more general than Darwin ’s, because it makes no assumption on the rheology of the body (e.g. Efroimsky 2012). Different rheologies have been proposed for satellites, rocky planets, giant gaseous or stars (e.g. Mignard 1979; Ogilvie and Lin 2004, 2007; Efroimsky and Lainey 2007; Ferraz-Mello 2013; Correia et al. 2014; Renaud and Henning 2018), some because of their simplicity, others motivated by theoretical studies, laboratory experiments or geophysical measurements.
The description by Kaula also has a more compact and systematic form of the tidal potential, thus being more convenient for examining the tidal effects of varying conditions. However, sometimes there is an ambiguity in the interpretation of the frequencies involved in the phase lags (e.g. Efroimsky and Williams 2009). Moreover, mistakes such as neglecting energy or momentum conservation considerations are more easily made. Indeed, Boué and Efroimsky (2019) have shown that additional terms need to be included owing to the conservation of the angular momentum and non-inertial frame considerations.
The classical expansion of the tidal potential in elliptical elements depends on the chosen frame and also introduces multiple index summations, which can lead to confusion and errors in the equations of motion. In the case of a linear constant time-lag model, which can be seen as a first-order expansion of a viscoelastic rheology (Singer 1968; Mignard 1979), it has been shown that the equations of motion are more easily expressed in terms of angular momentum vectors (e.g. Correia 2009; Correia et al. 2011). Therefore, in this paper we aim to also use these vectors for any rheological model that can be expressed in terms of Love numbers. This formalism is independent of the reference frame and allows to simply add the tidal contributions of multiple bodies in the system.
In Sect. 2, using the quadrupole tidal potential expanded in a series of Hansen coefficients, we obtain the equations of motion using vectors and Love numbers. In Sect. 3 and Sect. 4, we average the equations of motion over the mean anomaly, and over the argument of the pericentre, respectively, which provide simpler expressions that are easily to implement and suitable for long-term evolution studies. In Sect. 5, we provide the equations of motion for the more simple planar case, and in Sect. 6, we explain how the equations of motion simplify for the linear constant time-lag model. Finally, we discuss our results in Sect. 7.
2 Two-body problem with tides
We consider a system of two bodies with masses \(m_0\) and \(m\) in a Keplerian orbit. The orbital angular momentum is given by (e.g. Murray and Dermott 1999)
where a is the semi-major axis, e is the eccentricity, \(\beta = m_0m/ (m_0+ m)\), \(\mu = {{{\mathcal {G}}}}(m_0+ m)\), \({{{\mathcal {G}}}}\) is the gravitational constant and \(\mathbf {k}\) is the unit vector along the direction of \(\mathbf {G}\), which is normal to the orbit. The body with mass \(m_0\), named as “perturber”, is a point mass object. The body with mass \(m\), named as “central body”, is an extended body and can be deformed under the action of tides. It rotates with angular velocity \(\varvec{\omega }= \omega \, \mathbf {s}\), where \(\mathbf {s}\) is the unit vector along the direction of the spin axis. The rotational angular momentum is given by
where C is the moment of inertia of a sphere and
is the inertia tensor that accounts for the departure from the sphere. In the absence of the perturber, the central body is a perfect sphere, and so, \({{{\mathcal {I}}}}=0\). However, when the perturber is present, the central body is deformed, and \({{{\mathcal {I}}}}\) can change. In this work, we assume that the central body is incompressible, and thus, \(\mathrm {tr}({{{\mathcal {I}}}})=I_{11} + I_{22} + I_{33} =0\) (e.g. Rochester and Smylie 1974).
In general, tidal deformations are small and yield periodic changes in the moments of inertia, such that \({{\dot{{{{\mathcal {I}}}}}}} \varvec{\omega }\ll C {{\dot{\varvec{\omega }}}}\) (e.g. Frouard and Efroimsky 2018). Therefore, for simplicity, we can assume that the deformation is small with respect to the radius of the unperturbed sphere, R, such that \(I_{ij} \ll C\) (\(i,j=1,2,3\)), and
2.1 Potential energy of a non-spherical body
The gravitational potential of the central body at a generic position \(\mathbf {r}\) from its centre of mass is given by (e.g. Goldstein 1950)
with
where \(r = ||\mathbf {r}||\) is the norm, \({{\hat{\mathbf {r}}}}= \mathbf {r}/ r = ({{\hat{x}}}_1, {{\hat{x}}}_2, {{\hat{x}}}_3)\) is the unit vector, and we neglect terms in \((R/r)^3\) (quadrupolar approximation).
The point mass \(m_0\) interacts with the potential of the central body (Eq. (5)). The non-spherical contribution of this potential, \(\Delta V (\mathbf {r})\), is responsible for the perturbations to the Keplerian motion. The corresponding potential energy, \( U (\mathbf {r}) = m_0\Delta V (\mathbf {r}) \), can be rewritten as
2.2 Reference frames
In this work, we use two different reference frames, one attached to the orbit of the perturber and another to the spin axis of the central body (Fig. 1). The reason for this choice is that the unit vectors \(\mathbf {k}\) and \(\mathbf {s}\) are easily directly obtained from the orbital (Eq. (1)) and rotational (Eq. (4)) angular momentum vectors, respectively. In general, these two vectors are not collinear, and so, in a first step we need to build two independent frames as in Correia (2006).
We let \(({{\hat{\mathbf {e}}}}, \mathbf {k}\times {{\hat{\mathbf {e}}}}, \mathbf {k})\) to be a Cartesian frame such that \(\mathbf {k}\) is aligned with the normal to the orbit, and \({{\hat{\mathbf {e}}}}= \mathbf {e}/ e\) is aligned with the pericentre of the orbit and obtained from the Laplace vector
We further let (\(\mathbf {p},\mathbf {q},\mathbf {s}\)) to be a Cartesian frame, such that
where \(\mathbf {s}\) is aligned with the spin axis and \(\mathbf {p}\) is aligned with the line of nodes between the equator of the central body and the orbital plane of the perturber (Fig. 1). The angle \(\theta \) corresponds to the angle between \(\mathbf {k}\) and \(\mathbf {s}\), that is, \(\cos \theta = \mathbf {k}\cdot \mathbf {s}\).
These two frames are also known as “precession frames”, as they follow the precession of the pericentre and node, respectively. They are connected through the rotation matrix
where \(\varpi \) is the argument of the pericentre. We note that these two frames are not inertial, because the orbit and the spin can evolve due to tidal interactions. However, the changes are very small during an orbital period, and so the two frames can be assumed as constant.
The position vector can be expressed in these two frames as
where \(\upsilon \) is the true anomaly, and
Similarly,
with
where \(n = \sqrt{\mu / a^3}\) is the mean motion.
2.3 Equations of motion
The tidal force between the two bodies is easily obtained from the potential energy (Eq. (7)) as
with
and
We decompose \(\mathbf {F}\) and the following vectorial quantities in the frame \((\mathbf {p}, \mathbf {q}, \mathbf {s})\), as this greatly facilitates the computation of the inertia tensor \({{{\mathcal {I}}}}\) (Sect. 2.5). There is no loss of generality with this choice, because the vectors \((\mathbf {p}, \mathbf {q}, \mathbf {s})\) can always be expressed in another basis. In particular, we follow the evolution of the system in an inertial frame, since nothing forbids to project an inertial vector on a non-inertial coordinate system. We obtain for the orbital evolution of the system
The first term corresponds to the Keplerian motion, while the second one corresponds to the correction from the tidal force. From a secular evolution perspective, we only care about the modifications in the orbit and spin that are brought by the second term. Therefore, the evolution of the systems is better described by the evolution of \(\mathbf {G}\) and \(\mathbf {e}\) for the orbit and \(\mathbf {L}\) for the spin.
The evolution of the angular momentum vectors is computed from the gravitational torque. In an inertial frame, we have:
and, owing to the conservation of the total angular momentum,
with
The evolution of the Laplace vector is obtained by differentiating expression (8)
2.4 Deformation of the central body
The mass distribution inside the central body is characterised by the coefficients of the inertia tensor, \({{{\mathcal {I}}}}\) (Eq. (3)). It is the result of self-gravity and the response to any perturbing potential. Here, we consider that the central body is an extended body that deforms solely under the action of the differential gravitational force from the companion body of mass \(m_0\). A mass element dm at a location \(\mathbf {r}'\) is thus subject to the perturbing potential (e.g. Lambeck 1980)
where \(\mathbf {r}\) is the position of the mass \(m_0\) with respect to the centre of mass of the central body, \(P_2(x) = (3 x^2 -1)/2 \) is a Legendre polynomial, and we neglected terms higher than \((r'/r)^3\), that is, we consider only the quadrupole perturbations. Thus, on the central body’s surface, \(\mathbf {R}\), the non-spherical contribution of the perturbing potential is given by
where \(R = |\mathbf {R}|\). For simplicity, since the surface of the central body is nearly spherical, we can assume R to be constant and equal to the average radius.
The above potential can be rearranged as
with
where \(^T\) denotes the transpose, and \({\mathbb {I}}\) is the identity matrix. The “perturbing” tensor \({{{\mathcal {I}}}}_p\) can be seen as a perturbation of the inertia tensor, \({{{\mathcal {I}}}}\) (Eq. (3)).
A convenient way of handling the deformation is through the Love number approach (e.g. Love 1927; Peltier 1974). It assumes that the deformations are small and can be made linear, that is, proportional to the perturbing potential. The total tidal potential is thus a linear combination of the tidal responses to each excitation \(V_p(\mathbf {R}, t')\) over time, with \(t'\le t\). In the frame of the central body, B, for any point of its surface we thus have
where \(*\) is the convolution product. \(k_2(t)\) is a Love distribution such that \(k_2(t) = 0\) for all \(t<0\), which depends on the internal structure of the central body (for more details see Boué et al. 2016, 2019). The knowledge of \(\Delta V (\mathbf {R}, t)\) is sufficient to constrain \(\Delta V (\mathbf {r}, t)\), because it is the solution of a Dirichlet problem. Therefore, by comparing expressions (25) and (27) with the gravitational potential (Eq. (6)) taken at the central body’s surface (\(\mathbf {r}= \mathbf {R}\)), we finally get for the deformation
where \({{{\mathcal {I}}}}^B\) and \({{{\mathcal {I}}}}^B_p\) are the inertia (Eq. (3)) and the perturbing (Eq. (26)) tensors, respectively, expressed in the frame of the central body.
2.5 Deformation in the frequency domain
The inertia tensor in the frequency domain can be obtained by performing a Fourier transform
where
is the second Love number, and we applied the properties of the convolution product. \({{\hat{k}}}_2(\sigma )\) is a complex number, whose modulus gives the amplitude of the tidal deformation and the argument gives the phase lag between the perturbation and the deformation. It follows that the deformation in the body frame (Eq. (28)) is much easier to compute in the frequency domain (Eq. (29)). However, it is a bit more difficult to compute the deformation in an arbitrary frame.
We let \({{{\mathcal {S}}}}\) be the rotation matrix that allows us to convert any vector \(\mathbf {u}_B\) in a frame attached to the central body into another frame \(\mathbf {u}\), such that \(\mathbf {u}= {{{\mathcal {S}}}}\, \mathbf {u}_B\),
Then,
Since \({{{\mathcal {S}}}}(t)\) is a rotation matrix, we note that \({{{\mathcal {S}}}}(t'+\tau ) = {{{\mathcal {S}}}}(\tau ) {{{\mathcal {S}}}}(t')\), thus
At this stage, we need to explicit S(\(\tau \)) to proceed. For simplicity, we adopt the frame \((\mathbf {p},\mathbf {q},\mathbf {s})\), for which we have already obtained the equations of motion (Sect. 2.3), and where \((\mathbf {s})\) is the spin axis (Fig. 1). Since the central body rotates about the \(\mathbf {s}\) axis with velocity \(\omega \), we have
which gives
where \(\Delta {{\hat{I}}}^p= \frac{1}{2} ({{\hat{I}}}_{22}^p- {{\hat{I}}}_{11}^p)\). We thus have, for instance,
Similarly, we obtain for the remaining coefficients of \({{\hat{{{{\mathcal {I}}}}}}} (\sigma )\):
with
The coefficients of the inertia tensor \({{{\mathcal {I}}}}\) (Eq. (3)) are now expressed in the frame \((\mathbf {p},\mathbf {q},\mathbf {s})\) and can be directly used in expressions (16), (17) and (21), provided that the coefficients of the perturbing tensor \({{{\mathcal {I}}}}_p\) (Eq. (26)) are also given in this frame:
2.6 Hansen coefficients
In order to use the coefficients of the inertia tensor \({{\hat{{{{\mathcal {I}}}}}}} (\sigma )\) (Eqs. (36)–(41)) in the equations of motion (Sect. 2.3), we need to return to the time domain using an inverse Fourier transform:
In general, the tidal perturbations introduced by the perturbing tensor \({{{\mathcal {I}}}}_p(t)\) are periodic and thus only a discrete number of frequencies exist, that is, we can express \({{{\mathcal {I}}}}(t)\) as a Fourier series:
In the frame \((\mathbf {p},\mathbf {q},\mathbf {s})\), the position of the perturber \(m_0\) only depends on its orbital motion (Eq. (12)). Therefore, the only frequencies are the orbital mean motion, n, and its harmonics. A convenient way of expressing \({{{\mathcal {I}}}}_p\) is through the Hansen coefficients, \(X_k^{\ell ,m}\) (e.g. Hughes 1981):
with
For instance, for the \(I_{23}^p\) coefficient (Eq. (44)), we get from expression (12)
where \(x= \cos \theta = \mathbf {k}\cdot \mathbf {s}\), and (Eq. (10))
Similarly, for the \(I_{13}^p\) coefficient (Eq. (45)), we get
Then, for the \(I_{23}\) coefficient we finally have (Eqs. (37) and (47))
Since the coefficients of the \({{{\mathcal {I}}}}_p\) tensor are all \(I_{ij}^p\propto r^{-3}\) (Eqs. (43)−(45)), in the expression of the inertia tensor \({{{\mathcal {I}}}}\) can only appear Hansen coefficients of the kind \(X_k^{-3,m}\). The same occurs with the torque (Eq. (21)). The force (Eq. (15)) and the derivative of the Laplace vector (Eq. (22)) are proportional to \(r^{-4}\), and we thus expect terms in \(X_k^{-4,m}\). However, it is possible to provide the entire set of equations of motion only in terms of the coefficients \(X_k^{-3,0}\), \(X_k^{-3,1}\), and \(X_k^{-3,2}\) (Table 1), by using some recurrence properties of the Hansen coefficients (see Appendix A).
2.7 Tidal models
The tidal deformation of the central body is completely described by expression (47), where \({{\hat{{{{\mathcal {I}}}}}}} (\sigma )\) is obtained from the Love number \({{\hat{k}}}_2 (\sigma )\) combined with the perturbing tensor \({{\hat{{{{\mathcal {I}}}}}}}_p(\sigma )\) (Eqs. (36)–(41)). While the perturbing tensor is well determined, as it depends only on the position of the perturbing body (Eqs. (43)–(45)), the Love number is subject to large uncertainties, as it depends on the internal structure of the central body. Therefore, in order to compute \({{\hat{k}}}_2 (\sigma )\) one needs to adopt some rheological model for the deformation. A large variety of models exist, but the most commonly used are the constant-Q (e.g. Munk and MacDonald 1960), the linear model (e.g. Mignard 1979), the Maxwell model (e.g. Correia et al. 2014) and the Andrade model (e.g. Efroimsky 2012). Some models appear to be better suited to certain situations, but there is no model that is globally accepted. However, viscoelastic rheologies are usually more realistic as they are able to reproduce the main features of tidal dissipation (e.g. Remus et al. 2012). For a review of the main viscoelastic models, see Renaud and Henning (2018). The Love number is a complex number, and so, it can be decomposed in its real and imaginary parts as
This partition is very useful when we write the equations of motion (see Sects. 3, 4), because the imaginary part characterises the material’s viscous phase lag and is thus directly related to the amount of energy dissipated by tides. This is why we write expression (54) with a minus for the imaginary part, the deformation lags behind the perturbation and therefore the imaginary part is always negative. In addition, from expression (30) we have \(\hat{k}_2^* (\sigma ) = \hat{k}_2 (-\sigma )\), and so \(a (\sigma ) = a (- \sigma ) \) is always an even function and \(b (\sigma ) = - b (-\sigma )\) is always an odd function. Here, we provide the expressions of \(a (\sigma )\) and \(b (\sigma )\) for the more frequently used tidal models.
2.7.1 Constant-Q model
A commonly used dimensionless measure of the tidal dissipation is the quality factor
where the line integral over \(\dot{E}\) is the energy dissipated during one period of tidal stress and \(E_0\) is the peak energy stored in the system during the same period. In general, Q is a function of the frequency and can be related to the Love number through (e.g. Henning et al. 2009)
The constant-Q model assumes that both the quality factor and the norm of the Love number are constant for all frequencies, that is, \(Q(\sigma ) = Q(0) = Q_0\) and \(|{{\hat{k}}}_2(\sigma )| = |{{\hat{k}}}_2(0)| = k_{\mathrm{f}}\). The quantity \(k_{\mathrm{f}}\) is the fluid Love number, which corresponds to the maximal deformation resulting from a permanent perturbation and depends only on the internal structure of the central body. For instance, for a homogenous sphere we have \(k_{\mathrm{f}}= 3/2\). Since \(b (\sigma )\) is an odd function, we have
The constant-Q model is appropriate for short evolution timescales, where the orbital and the spin frequencies do not change dramatically.
2.7.2 Linear or weak friction model
The linear or weak friction model assumes that the time delay, \(\Delta t\), between the deformation and the perturbation is constant and small (Singer 1968; Alexander 1973; Mignard 1979). This is equivalent to assume that the Love distribution is a Dirac distribution (see Boué et al. 2019)
As a result, we have (Eq. (30))
that is,
The time delay can be related to the Newton fluid relaxation time, \(\Delta t = \tau _v\), with
where \(\eta \) is the viscosity of the fluid. The linear model is appropriate for bodies with small viscosities. It is also a good approximation of other tidal models when \(\sigma \approx 0 \).
2.7.3 Maxwell model
A material is called a Maxwell solid when it responds to stresses like a massless, damped harmonic oscillator. It is characterised by a rigidity \(\mu \) (or shear modulus) and by a viscosity \(\eta \). It is one of the simplest viscoelastic models, where the material behaves like an elastic solid over short time scales (\(\eta \rightarrow \infty \)), but flows like a fluid over long periods of time (\(\mu \rightarrow \infty \)). The Love number for the Maxwell model is given by (e.g. Darwin 1908):
where \(\tau _e= \eta / \mu \) is the elastic or Maxwell relaxation time and \(\tau = \tau _e+ \tau _v\). We thus have
The Maxwell model is appropriate for bodies with a rocky nature. For small tidal frequencies \((\sigma \tau \ll 1)\), it is similar to the linear model, but for high tidal frequencies \((\sigma \tau \gg 1)\) it becomes inversely proportional to the tidal frequency, \(\sigma \). This feature gives rise to the appearance of non-synchronous spin-orbit resonances in this regime (e.g. Correia et al. 2014).
2.7.4 Andrade model
The Andrade model is also a viscoelastic model, but more complex than the Maxwell one. It is derived from laboratory measurements on the response of materials to stress. It can be represented by three mechanical elements combined in series, a spring, a dashpot and a spring-pot (e.g. Andrade 1910; Ben Jazia et al. 2014; Gevorgyan et al. 2020). The Love number for the Andrade model is given by (e.g. Efroimsky 2012):
where
is the effective rigidity. The parameter \(\alpha \) is an empirical adjustable parameter whose value depends on the material, we usually have \( 0.2 \le \alpha \le 0.4\). The quantity \(\tau _a\) is the timescale associated with the Andrade creep and may be termed as the “Andrade” or the “anelastic” time. Then,
with
and
The Andrade model is also appropriate for bodies with a rocky nature, which includes the effect of transient creep response. As a result, for high tidal frequencies \((\sigma \tau \gg 1)\) it dissipates more energy than in the case of the Maxwell model (see discussions in Renaud and Henning 2018).
3 Average over the mean anomaly
In general, tidal effects slowly modify the spin and the orbit of the central body, in a timescale much longer than the orbital period of the system. Therefore, we can average the equations of motion (Sect. 2.3) over the mean anomaly and obtain the equations for the secular evolution of the system due to tidal effects.
In order to proceed with this calculation, we first need to expand the tidal torque (Eq. (21)) and the derivative of the Laplace vector (Eq. (22)) in Hansen coefficients (Eq. (48)). For instance, for the last term in the \(\mathbf {s}\) component of the tidal torque we have (Eq. (12))
Then, we replace the expression of \(I_{23}\) also expanded in Hansen coefficients (Eq. (53)), and average over the mean anomaly, M, which is equivalent to retain only the terms with \({k'}= -k\):
Finally, we decompose the Love number in its real and imaginary parts (Eq. (54)), make use of their parity properties and use the simplification \(X_{-k}^{-3,m} = X_k^{-3,-m}\) (Eq. (154)) to write
This last arrangement of the Love number is very useful, because terms in \(a(\sigma )\) correspond to conservative contributions to the equations of motion, while the terms in \(b(\sigma )\) are responsible for the dissipation and consequent tidal evolution. In addition, we are able to combine terms in \({{\hat{k}}}_2 (\omega \pm kn)\) in a single term \({{\hat{k}}}_2 (\omega -kn)\).
3.1 Tidal torque
The tidal torque is responsible for the variations that occur in the angular momenta (Eqs. (19) and (20)). In the reference frame \((\mathbf {p}, \mathbf {q}, \mathbf {s})\), its average value is obtained from expression (21) as
However, we verify there exist some interesting symmetries in the expression of the average torque, which simplifies if we introduce two additional projections
with
or,
where we used the following notations:
This rearrangement of the projections removes apparent singularities for \(e=0\), since all terms in \(\cos \varpi \) and \(\sin \varpi \) are transferred to the Laplace vector \(\mathbf {e}\) (Eq. (51)). Similarly, in order to remove the apparent singularities for \(\theta =0\) we finally write
with
The expressions of the coefficients \(T_1, ... , T_5 \) do not present any singularities and can be obtained solely from the angular momentum and Laplace unit vectors as
where
We note that terms in \(y= {{\hat{\mathbf {e}}}}\cdot \mathbf {s}\) only appear combined with the product of two different Hansen coefficients. This product is proportional to \(e^2\) (Table 1) and therefore there is no problem if we are unable to accurately obtain \({{\hat{\mathbf {e}}}}\) from \(\mathbf {e}\) to compute \(y\) when \(e \approx 0\). We also note that the coefficients \(T_1\), \(T_2\) and \(T_4\) solely depend on \(b(\sigma )\), thus contributing to a secular evolution of the angular momenta, while the coefficients \(T_3\) and \(T_5\) solely depend on \(a(\sigma )\), thus resulting only in a precession of the angular momentum vectors.
3.2 Laplace vector
The Laplace vector is responsible for the variations that occur in the eccentricity and argument of the pericentre (Eq. (22)). As for the torque (Eq. (72)), we first need to express \({{\dot{\mathbf {e}}}}\) in the reference frame \((\mathbf {p}, \mathbf {q}, \mathbf {s})\), such that we can write the expression of \({{{\mathcal {I}}}}\) using Love numbers and the Hansen coefficients (Eq. (53)). However, since the Laplace vector is attached to the orbital plane (Fig. 1), its expression becomes simpler if we project it on the frame \(({{\hat{\mathbf {e}}}}, \mathbf {k}\times {{\hat{\mathbf {e}}}}, \mathbf {k})\), which can be done by inverting expression (10). Moreover, two of the projections in this new frame directly give the variation of the eccentricity and the argument of the pericentre. Therefore, after averaging over the mean anomaly and rewriting the Hansen coefficients in the format \(X_k^{-3,m}\) (Appendix A), we get
with
where
and
We note that for the \(\dot{e}\) and \(e {{\dot{\varpi }}}\) projections of the Laplace vector, all terms in the series appear combined with one of the following combinations of the Hansen coefficients: \(X_k^{-3,m} X_k^{-3,m'}\) with \(m \ne m'\), \(e X_k^{-3,\pm 1} X_k^{-3,m}\), \(e^2 (X_k^{-3,m})^2\), \(k (X_k^{-3,0})^2\), or \((2\mp k) (X_k^{-3,\pm 2})^2\). As a result, all these terms are proportional to \(e^2\) for all values of k (Table 1), which suppresses the potential singularity at \(e=0\) introduced by the factor \(e^{-1}\) in their amplitudes. It also ensures that there is no problem with the terms in \(y\) and \(z\) if we are unable to accurately obtain \({{\hat{\mathbf {e}}}}\) from \(\mathbf {e}\) when \(e \approx 0\) (Eq. (76)).
3.3 Orbital and spin evolution
The set of Eqs. (77) and (85) allow us to track the evolution of the averaged system using the angular momentum and the Laplace vectors (Sect. 2.3). For a more intuitive description of the orbital and spin evolution, we can relate these vectors with the rotation and orbital elliptic elements. The eccentricity can be directly obtained from the Laplace vector,
the semi-major axis from the orbital angular momentum (Eq. (1))
and the rotation rate from the rotational angular momentum (Eq. (4)),
The argument of the pericentre is given by expression (51), while the angle between the orbital and equatorial planes can be obtained from both angular momentum vectors as
For a better comparison with previous studies, we can also obtain the evolution of all these quantities. The eccentricity and the argument of the pericentre evolution are already given by two projections of the Laplace vector, namely by \(\dot{e}\) (Eq. (86)) and \({{\dot{\varpi }}}\) (Eq. (90)), respectively:
The semi-major axis evolution is given from expressions (19), (93) and (96),
or, making use of expressions (79), (80), (83) and (86), we have
For the rotation rate evolution, we have from expressions (20) and (94),
that is, using expressions (79), (80) and (82),
The obliquity (or inclination) evolution is given from expressions (19), (20) and (95),
We observe that there are two distinct contributions to the evolution of this angle. When \(| \mathbf {L}| \ll | \mathbf {G}|\), the evolution is dominated by the first term, and \({{\dot{\theta }}}\) is identified as a variation of the obliquity. This is, for instance, the case of a planet around a star. On the other hand, when \(| \mathbf {L}| \gg | \mathbf {G}|\), the evolution is dominated by the second term, and \({{\dot{\theta }}}\) is recognised as a variation in the orbital inclination. This is, for instance, the case of a small satellite close to its planet. Previous studies often neglect one of these two contributions, and therefore, the evolution of this angle is incomplete.
Finally, we can also obtain the evolution of the precession angles, that is, the angular velocity of the longitude of the node, \( {\dot{\Omega }}\), and the precession speed of the spin axis, \({{\dot{\psi }}}\). The line of nodes is aligned with the vector \(\mathbf {p}\) (Fig. 1) and thus
3.4 Energy dissipation
The total energy released inside the body due to tides is given by
where
are the orbital energy and the rotational energy, respectively. Then,
where \(\dot{a}\) and \({{\dot{\omega }}}\) are given by expressions (98) and (100), respectively.
4 Average over the argument of the pericentre
Although we usually have \({{\dot{\varpi }}} \ll n\), the argument of the pericentre can often also be considered a fast varying angle when compared to the secular tidal evolution of the remaining spin and orbital elements. This is particularly true when additional sources of precession are taken into account in the problem, such as the rotational deformation, general relativity corrections and additional perturbing bodies in the system. As a result, we can perform a second average of the equations of motion, this time over the angle \(\varpi \). Adopting again as example the last term in the \(\mathbf {s}\) component of the tidal torque, we have (Eq. (71))
which considerably simplifies the expression of the equations of motion. In this particular case, we note that there is no longer the contribution from \(a(\omega -kn)\).
Another simplification is that we do not need to follow the evolution of the Laplace vector anymore. Indeed, the pericentre is no longer defined when we average over \(\varpi \), and the only projection of interest is the one giving the evolution of the eccentricity, \({{\hat{\mathbf {e}}}}\). Therefore, the equations of motion in this simplified case can be given by the torque together with \(\dot{e}\). Alternatively, we prefer to use the evolution of the orbital energy, since it can be obtained directly from the potential energy (Eq. (7)) and thus provides a simpler expression (from which we can later easily derive \(\dot{e}\)).
4.1 Tidal torque
When we average the tidal torque (Eq. (77)) over \(\varpi \), the projections that depend on the Laplace vector average to zero and thus
with
Boué et al. (2016)Footnote 1 obtained an equivalent expression for the double-averaged tidal torque (Eq.(108)). However, they only consider the contribution to the spin evolution (Eq. (20)), while here we also apply the torque to the orbital evolution (Eq. (19)). Moreover, to obtain the complete tidal evolution we additionally need to consider the evolution of the orbital energy (Eq. (113)).
4.2 Orbital energy
The evolution of the orbital energy is obtained from the work of the tidal force \(\mathbf {F}\) (Eq. (15)) as
The first approach provides the Hansen coefficients in the format \(X_k^{-4,m}\), which can be put into the format \(X_k^{-3,m}\) using the relations provided in Appendix A. The second approach is easier to compute and already provides the Hansen coefficients in the format \(X_k^{-3,m}\). Then,
4.3 Orbital and spin evolution
The set of equations (108) and (113) allow us to track the evolution of the averaged system using the angular momentum vectors and the orbital energy. As in Sect. 3.3, we can relate these quantities with the orbital and spin parameters. The semi-major axis is directly given from the orbital energy
and the eccentricity from the orbital angular momentum (Eq. (1))
The rotation rate, \(\omega \), is obtained from the rotational angular momentum (Eq. (94)), and the angle between the orbital and equatorial planes, \(\theta \), from both angular momentum vectors (Eq. (95)).
As in Sect. 3.3, we can also obtain the explicit evolution of all these quantities. The semi-major axis evolution is given from expression (113)
while the eccentricity evolution can be computed from expressions (108), (115) and (116) as
that is, using expressions (109), (110) and (113),
For the rotation rate evolution, we have from expressions (20) and (94),
that is, using expressions (109) and (110)
The obliquity (or inclination) evolution is given from expressions (101) and (108),
Finally, for the angular velocity of the longitude of the node and for the precession speed of the spin axis, we get from expressions (102), (103) and (108), respectively,
4.4 Energy dissipation
The total energy released inside the body due to tides is given by expressions (104) and (106). When we average over the argument of the pericentre, by combining expressions (113) and (120) we obtain for the total energy dissipated
5 Planar case
The final outcome of tidal dissipation is the alignment of the spin axis with the normal to the orbit (Hut 1980; Adams and Bloch 2015). Therefore, in order to simplify the equations of motion, many works assume that this alignment is always present, that is, the motion is planar (\(\theta = 0\)). Indeed, in this case we have \(\mathbf {k}= \mathbf {s}\) and thus (Eq. (76)):
5.1 Tidal torque
Using the simplifications (125) in expressions (82) and (83) yields \(T_4 = T_5 = 0\). In addition, since we also have \(\mathbf {k}\times \mathbf {s}= 0\), we get for the average tidal torque (Eq. (77))
with
We note that, since \(y= z= 0\), the expression of the tidal torque is the same whether we perform a single average over the mean anomaly (Eq. (77)) or if we additionally average over the argument of the pericentre (Eq. (108)).
5.2 Laplace vector
Using the simplifications (125) in expression (87) yields \({{\dot{\phi }}} = 0\). The averaged Laplace vector then becomes (Eq. (85))
with
and
We note that in the planar case, \(\dot{e}\) only depends on \(b(\sigma )\), and \({{\dot{\varpi }}}\) only depends on \(a(\sigma )\). Moreover, the expression of \(\dot{e}\) does not change if we further average over the argument of the pericentre.
5.3 Orbital and spin evolution
For the semi-major axis, we have from expressions (97), (127) and (129),
while for the rotation rate we get from expressions (99) and (127),
Again, these expressions do not change if we further average over the argument of the pericentre. As expected, the evolution of the obliquity (or inclination) is simply given by \({{\dot{\theta }}} =0\) (Eq. (101)), since \(T_4 = T_5 = 0\) and \(\sin \theta = 0\), that is, the motion remains planar.
5.4 Energy dissipation
The orbital and rotational energy variations can be obtained from expression (106) together with expressions (131) and (132), respectively,
The total energy released inside the body due to tides is then (Eq. (104))
6 Linear model
In Sect. 2.7, we present the tidal models most commonly used in the literature and how they can be expressed in terms of the second Love number, \({{\hat{k}}}_2 (\sigma )\). The linear or weak friction model is widely used because it is an approximation of any viscoelastic model for small relaxation times (\(\sigma \tau \ll 1\)) and provides simple expressions for the equations of motion that are valid for any eccentricity value. Indeed, since \(a(\sigma )\) is constant and \(b(\sigma ) \propto \sigma \) (Eq. (60)), the sum of the Hansen coefficients products can be evaluated as (see Appendix B):
where the coefficients \(X_0^{-\ell ,m}\) can be obtained as exact functions of the eccentricity (Eq. (49))
We provide the explicit expression of all needed \(X_0^{-\ell ,m} (e)\) coefficients in Table 2. The equations of motion that we obtain here are in perfect agreement we those derived in Correia (2009) and Correia et al. (2011) using a different approach, and so for clearness reasons we keep the exact same notations for the eccentricity functions.
6.1 Average over the mean anomaly
6.1.1 Tidal torque
The averaged tidal torque is given by expression (77). In the linear approximation, the coefficients \(T_3 = T_5 = 0\), and thus, we obtain
with
and
6.1.2 Laplace vector
The averaged Laplace vector is given by expression (85). In the linear approximation, we obtain
with
and
6.1.3 Orbital evolution
The evolution of the eccentricity and the argument of the pericentre in the linear approximation are already given by the first and third terms of the Laplace vector (Eq. (145)), respectively. For the semi-major axis, we have from expression (97)
with
6.2 Average over the argument of the pericentre
The eccentricity evolution (Eq. (145), first term) and the semi-major axis evolution (Eq. (148)) do not depend on the pericentre. In addition, the evolution of the pericentre (Eq. (145), last term) does not depend on the dissipation (\(\Delta t\)) and therefore evolves on a shorter timescale than the orbit. As a result, we can further average the equations of motion over the argument of the pericentre in order to get simpler expressions for the torque and spin evolution.
6.2.1 Tidal torque
The averaged tidal torque is now given by expression (108). In the linear approximation, it becomes
6.2.2 Spin evolution
For the rotation rate, we get from expression (119)
and for the obliquity (or inclination) evolution, we have from expression (121),
6.3 Energy dissipation
The orbital and rotational energy variations can be obtained from expression (106) together with expressions (148) and (151), respectively. The total energy released inside the body due to tides is then (Eq. (104))
7 Conclusion
In this paper, we revisit the tidal evolution of a body disturbed by a point mass companion. We derive the equations of motion in a vectorial formalism, where the basis depend only on the unit vectors of the spin and orbital angular momenta and on the Laplace unit vector. These vectors are related to the spin and orbital quantities, thus easy to obtain and independent of the chosen frame. We provide the expressions of the equations of motion for a single average over the mean anomaly and also for an additional average over the argument of the pericentre. We show that in both cases, the equations depend only on series of Hansen coefficients that are widely used in celestial mechanics. Our method is valid for any rheological model, which appears in the equations of motion through the second Love number.
In our model, we use the quadrupolar approximation to obtain the tidal potential (Eq. (6)), that is, we neglect terms in \((R/r)^3\). This approximation is usually suitable to study the long-term evolution of a large variety of systems, such as planet–satellite, planet–star or stellar binaries. However, for extremely close-in bodies with very asymmetric shapes, such as Phobos (a moon of Mars) or binary asteroids, a high precision model of its tidal dynamics may require to include octupole or higher-order terms in the tidal potential, as well as the knowledge of higher-degree Love numbers (e.g. Bills et al. 2005; Taylor and Margot 2010).
In a more general two-body problem, both bodies are expected to undergo tidal evolution. As long as we keep the quadrupolar approximation, the cross terms of interaction can be neglected (e.g. Boué and Laskar 2009). As a result, we only need to take into account a second contribution to the potential energy (Eq. (7)), where \(m_0\) is replaced by \(m\), and \({{{\mathcal {I}}}}\) is replaced by \({{{\mathcal {I}}}}_0\) (which pertains to the body with mass \(m_0\)). Therefore, we get additional similar expressions for the tidal force (Eq. (15)) and for the torque (Eq. (21)), where \((\mathbf {p}, \mathbf {q}, \mathbf {s})\) are replaced by \((\mathbf {p}_0, \mathbf {q}_0, \mathbf {s}_0)\) as they now also correspond to the body with mass \(m_0\). The equations of motion for the spin of \(m_0\) are thus analogous to those for \(m\) (Eq. (20)), while for the equations of motion for the orbit (Eqs. (19) and (22)) we only need to add the contributions from the two bodies.
The vectorial formalism presented in this paper is well suited to study the long-term evolution of celestial bodies. In addition to tidal effects, we usually need to consider the rotational deformation and general relativity corrections (e.g. Correia et al. 2011). For multi-body systems, the secular interactions can be obtained either by developing the perturbing functions in terms of Legendre polynomials, suited for hierarchical systems (e.g. Correia et al. 2016), or in terms of Laplace coefficients, suited for non-resonant compact systems (e.g. Boué and Fabrycky 2014).
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Acknowledgements
We thank G. Boué for discussions. We are grateful to two anonymous referees for their insightful comments. This work was supported by CFisUC (UIDB/04564/2020 and UIDP/04564/2020), GRAVITY (PTDC/FIS-AST/7002/2020), PHOBOS (POCI-01-0145-FEDER-029932) and ENGAGE SKA (POCI-01-0145-FEDER-022217), funded by COMPETE 2020 and FCT, Portugal.
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Appendices
Hansen coefficients relations
From the definition of the Hansen coefficients (Eq. (48)), a number of recurrence relations can be obtained. In this work, we use the following ones (e.g. Challe and Laclaverie 1969; Giacaglia 1976):
The first relation (Eq. (154)) allows us to obtain the coefficients \(X_k^{-3,-1}\) and \(X_k^{-3,-2}\) from the coefficients \(X_k^{-3,1}\) and \(X_k^{-3,2}\), respectively (Table 1). It also allows us to obtain any other coefficient with \(m<0\) from \(X_k^{\ell ,m}\) with \(m>0\). The second relation (Eq. (155)) with \(\ell = -4\) provides
Finally, from the last relation (Eq. (156)) with \(\ell = -3\) we get
Using these sets of relations, it is possible to express all Hansen coefficients appearing in this work solely as functions of \(X_k^{-3,0}\), \(X_k^{-3,1}\), and \(X_k^{-3,2}\), using the following sequence:
Hansen coefficients combinations
We let
with derivatives, respectively,
Using the definition of the Hansen coefficients (Eq. (48)), we have
where to simplify expression (164) we used equation (156), and to simplify expression (165) we used equations (155) and (156) together with (e.g. Giacaglia 1976):
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Correia, A.C.M., Valente, E.F.S. Tidal evolution for any rheological model using a vectorial approach expressed in Hansen coefficients. Celest Mech Dyn Astron 134, 24 (2022). https://doi.org/10.1007/s10569-022-10079-3
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DOI: https://doi.org/10.1007/s10569-022-10079-3