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This article describes perturbation theory as a general mathematical method. For perturbation theory as applied to quantum mechanics, see perturbation theory (quantum
mechanics).
Perturbation theory comprises mathematical methods that are used to find an approximate solution to a problem
which cannot be solved exactly, by starting from the exact solution of a related problem. Perturbation theory is applicable if
the problem at hand can be formulated by adding a "small" term to the mathematical description of the exactly solvable problem.
Perturbation theory leads to an expression for the desired solution in terms of a power series in some "small" parameter that quantifies the deviation from the exactly solvable problem. The
leading term in this power series is the solution of the exactly solvable problem, while further terms describe the deviation in
the solution, due to the deviation from the initial problem. Formally, we have for the approximation to the full solution A a
series in the small parameter (here called ε), like the following:
-
In this example, A0 would be the known solution to the exactly solvable initial
problem and represent the "higher
orders" which are found iteratively by some systematic procedure. For small ε these higher
orders become successively more unimportant.
Examples for the "mathematical description" are: an algebraic
equation, a differential equation (e.g. the equations of motion in celestial mechanics or a wave equation), a
free energy (in statistical mechanics), a Hamiltonian operator
(in quantum mechanics).
Examples for the kind of solution to be found perturbatively: the solution of the equation (e.g. the trajectory of a particle), the statistical average of some
physical quantity (e.g. average magnetization), the ground state energy of
a quantum mechanical problem.
Examples for the exactly solvable problems to start with: Linear
equations, including linear equations of motion (harmonic
oscillator, linear wave equation), statistical or quantum-mechanical systems of non-interacting particles (or in general,
Hamiltonians or free energies containing only terms quadratic in all degrees of freedom).
Examples of "perturbations" to deal with: Nonlinear contributions to the equations of motion, interactions between particles, terms of higher powers in the Hamiltonian/Free Energy.
For physical problems involving interactions between particles, the terms of the perturbation series may be displayed (and
manipulated) using Feynman diagrams.
Simple example
Consider the following equation for the unknown variable x:
- x = 1 + εx5
For the initial problem with ε = 0, the solution is x0 = 1. For small ε the lowest order approximation may be
found by inserting the ansatz
-
into the equation and demanding the equation to be fulfilled up to terms that involve powers of ε higher than the first. This yields x1 = 1. In the same
way, the higher orders may be found. However, even in this simple example it may be observed that for (arbitrarily) small
ε > 0 there are two other solutions to the equation (with very large magnitude) which cannot
be found using perturbation theory.
The same problem occurs in many real applications in physics and elsewhere: Perturbation theory may only be used to find those
solutions of a problem that evolve smoothly out of the initial solution when changing the parameter (that are "adiabatically
connected" to the initial solution). In physics, this fails whenever the system may go to a different "phase" of matter, with a
qualitatively different behaviour that cannot be understood by perturbation theory (e.g. a solid crystal melting into a
liquid).
Caveats
There is absolutely no guarantee perturbative methods would result in a convergent solution. In fact, asymptotic series
are the norm.
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