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Plane of polarization

The plane of polarization refers to the specific plane, perpendicular to the direction of propagation, in which the vectors of a linearly polarized electromagnetic wave, such as , oscillate in . This phenomenon arises when , whose components vibrate in all possible planes, passes through a polarizing filter that selectively transmits only those components aligned with a particular orientation. Linearly polarized , often synonymous with plane-polarized , contrasts with by having a well-defined direction, enabling applications in where control over light's orientation is crucial. Historically, the term "plane of polarization" originated in the early 19th century with Étienne-Louis Malus, who observed polarization upon reflection and defined the plane in relation to the incident ray and surface normal, though modern usage aligns it with the electric field oscillation plane. In contemporary physics, polarization is understood as a transverse wave property, where the electric field \mathbf{E} and magnetic field \mathbf{B} are mutually perpendicular and both orthogonal to the propagation direction \mathbf{k}. For linearly polarized light, the electric field traces a straight line within this plane, distinguishing it from circular or elliptical polarization, where the field rotates. The concept is fundamental in various optical phenomena and technologies. For instance, reflection at produces plane-polarized light, as the reflected ray's aligns parallel to the reflecting surface. Polarizers, such as those made from aligned chains or birefringent crystals like , exploit this to filter light, forming the basis for devices including polarizing sunglasses, liquid crystal displays (LCDs), and 3D cinema glasses. Additionally, in scientific research, measuring the rotation of the plane of polarization through optically active substances, like chiral molecules, reveals molecular structure and concentration, as seen in for sugar solutions.

Fundamentals of Polarization

Definition of Polarized Light

, such as that emitted by typical sources like the sun or incandescent bulbs, consists of electromagnetic in which the vectors oscillate in all directions to the , with these orientations varying randomly and rapidly over time. This randomness means that, at any instant, the light can be viewed as a superposition of many with different states, resulting in no preferred for the field oscillations. Polarization arises when the random orientations of these vectors are selectively restricted or filtered to favor specific directions or patterns, transforming into polarized . Common mechanisms include by a , which transmits only the component aligned with its transmission axis while blocking others, or from a surface at oblique angles, where the parallel and perpendicular components experience different coefficients, leading to partial of the reflected beam. These processes do not alter the 's frequency or overall energy distribution but impose a coherent on the transverse . For linearly polarized light, a fundamental case, the electric field vector oscillates in a fixed direction perpendicular to the propagation path. This can be mathematically described for a monochromatic plane wave traveling in the positive z-direction, with linear polarization along the x-axis, as \vec{E}(z, t) = E_0 \cos(kz - \omega t) \hat{x}, where E_0 is the , k is the wave number, \omega is the , and \hat{x} denotes the unit in the x-direction. Unlike , which depends on the square of the and governs the perceived , or , which determines the 's color, is inherently a ial property characterizing the directional behavior of the oscillating transverse to . In the context of the plane of polarization, this refers to the plane containing the and the dominant for linearly polarized .

Types of Linear and Circular Polarization

Linear polarization occurs when the vector of a light wave along a fixed straight line perpendicular to the of , confining the vibrations to a single plane. This plane, often referred to as the plane of polarization, contains both the and the . In diagrams, this is typically illustrated as a sinusoidal wave with the arrow tracing back and forth along one axis, such as horizontal or vertical, emphasizing the absence of components in orthogonal directions. The plane of polarization concept applies primarily to linear cases, distinguishing it from more complex states. Circular polarization arises when the electric field vector rotates in a circle in a to the , resulting from the superposition of two linear polarizations of equal at 90 degrees to each other and with a 90-degree difference. The rotation traces a helical path along the , with one full per . is defined by the helix convention: right-handed circular polarization corresponds to a right-handed (thumb along , fingers curl in the direction of electric field ), appearing counterclockwise when viewed looking toward the source; left-handed is the opposite, clockwise when viewed toward the source. Elliptical polarization represents the general case, formed as a superposition of linear and circular components where the two orthogonal linear polarizations have unequal amplitudes and/or a difference not exactly 90 degrees, causing the tip to trace an rather than a line or circle. This state encompasses linear (degenerate ) and circular (special ) as limiting cases. A brief mathematical uses Jones vectors in a basis of and vertical polarizations; for example, horizontal linear polarization is given by \begin{pmatrix} 1 \\ 0 \end{pmatrix} In nature, partial polarization often occurs through processes like , where sunlight interacting with atmospheric molecules produces predominantly linearly polarized light in the sky, with the plane of polarization perpendicular to the scattering plane and strongest at 90 degrees from .

Physical Basis of the Plane of Polarization

Electromagnetic Wave Structure

as an electromagnetic wave emerges from , which describe the interplay between electric and . In , one key equation is Faraday's in , \nabla \times \vec{E} = -\frac{\partial \vec{B}}{\partial t}, which implies that a time-varying induces a curling electric field. For plane waves propagating in free space, this and Ampère's with Maxwell's correction lead to solutions where both \vec{E} and \vec{B} are transverse to the direction of , meaning the fields oscillate to the wave's path. This transverse nature is fundamental, as longitudinal components would violate the equations in isotropic . Consider a plane wave traveling along the z-direction with propagation vector \hat{k}. The electric field \vec{E} is perpendicular to \hat{k}, and the magnetic field \vec{B} is perpendicular to both \vec{E} and \hat{k}, forming a right-handed triad. The explicit form of such a wave is \vec{E}(z,t) = \Re[\vec{E_0} e^{i(kz - \omega t)}], where \vec{E_0} is the complex amplitude, k = \omega / c is the wave number, and c is the . Similarly, \vec{B} = \frac{1}{c} \hat{k} \times \vec{E}, ensuring |\vec{B}| = |\vec{E}| / c. This structure confines field variations to planes normal to \hat{k}, setting the stage for polarization concepts where the orientation of \vec{E} is restricted. The energy transport in these waves is captured by the , which points in the \hat{k} direction and represents the instantaneous . For monochromatic plane waves, the time-averaged is I = \frac{1}{2} \frac{|\vec{E_0}|^2}{\eta}, where \eta = \sqrt{\mu_0 / \epsilon_0} is the , highlighting how energy flows perpendicular to the oscillating fields. In isotropic media, electromagnetic waves propagate with uniform speed regardless of polarization, maintaining the transverse structure derived from . However, in anisotropic media, the response varies with field direction, leading to where waves split into components with different refractive indices based on \vec{E} orientation. This introduces velocity differences without altering the fundamental perpendicularity of fields to propagation.

Convention for Field Vectors

In the modern , the plane of polarization for an electromagnetic wave is defined as the plane spanned by the direction of propagation and the \vec{E}. This definition prevails because the component exerts the dominant on , such as by accelerating charges and inducing oscillating dipoles that align with \vec{E}. The associated magnetic field \vec{B} lies perpendicular to both the propagation direction and \vec{E}, with the magnitudes satisfying |\vec{B}| = \frac{|\vec{E}|}{c} in vacuum, where c is the ; historically, the plane of polarization was briefly defined using the magnetic \vec{H} (or \vec{B}) instead. For linearly polarized light, the orientation of \vec{E} remains fixed in this plane as the wave propagates. By contrast, in circularly polarized light, \vec{E} rotates uniformly in a circle within the plane perpendicular to the propagation direction, so no fixed plane of polarization exists; the concept may instead refer to a time-averaged orientation. In dielectrics, for instance, the electric field \vec{E} of the incident wave induces molecular dipoles that oscillate parallel to \vec{E}, altering the material's polarization and thereby affecting wave transmission and reflection in a manner dependent on the initial plane of polarization.

Historical Evolution

Early Observations and Double Refraction

The phenomenon of double refraction was first systematically observed in 1669 by Danish scientist Erasmus Bartholinus, who examined crystals of , a transparent form of . Bartholinus noted that when light passed through the crystal, it produced double images of objects viewed through it, as if the light ray split into two separate paths without dispersion of colors. He documented this effect in his publication Experimenta crystalli Islandici disdiaclastici, describing how the crystal altered the apparent position of objects in a manner unlike ordinary . In 1690, Dutch mathematician and physicist built upon Bartholinus's observations by analyzing the behavior of light in crystals, identifying the splitting as the separation into two distinct rays: the ordinary ray, which follows the standard law of , and the extraordinary ray, which deviates from it due to the crystal's anisotropic properties. Using his emerging wave construction principle, Huygens demonstrated that these rays propagate with different velocities within the crystal, leading to their distinct paths upon emergence. This key experiment highlighted how entering a birefringent crystal divides into two rays exhibiting orthogonal propagation characteristics, though the underlying cause remained unexplained at the time. During the late 17th century, dominant particle-based models of , influenced by figures like , prevailed over wave theories, leaving double refraction as an empirical puzzle without a . These early findings of splitting in birefringent media set the foundation for subsequent investigations into 's directional properties.

Malus's Definition and Experiments

In 1809, Étienne-Louis discovered that could be polarized by reflection, a finding detailed in his memoir "Sur une propriété de la lumière réfléchie," published in the Mémoires de physique et de chimie de la Société d'Arcueil. While observing sunlight reflected from the windows of the in through a piece of (calcite crystal), noted that the reflected produced only a single image in the crystal, unlike unpolarized which splits into two rays due to double refraction. This effect occurred specifically when the crystal's principal section was oriented perpendicular to a certain plane defined by the reflection, indicating that the reflected had acquired a directional property akin to that from birefringent crystals. Building on this, 's 1810-1811 work, particularly the crowned memoir "Théorie de la double réfraction de la lumière dans les substances cristallisées," formalized the concept and introduced the term "plan de polarisation" (). He defined the plane of polarization for reflected light as the plane containing both the incident ray and the reflected ray at the polarizing —later identified as —where reflection maximizes . At this , approximately 56° for glass-air interfaces in his experiments, the reflected light is fully plane-polarized, with no component parallel to the being reflected. extended these observations to experiments with plates under sunlight, rotating the plates relative to the reflected beam to measure how the intensity of the transmitted light varied, confirming the directional nature of the . From these reflection experiments using glass surfaces and as analyzers, derived a quantitative relation now known as Malus's law: the intensity I of polarized passing through a second polarizing element is I = I_0 \cos^2 \theta, where I_0 is the initial intensity and \theta is the angle between the plane of polarization of the incident and the principal plane of the analyzer. This cosine-squared dependence emerged from measuring brightness changes as he varied \theta, such as when the crystal's orientation caused the extraordinary ray to vanish entirely at specific angles. In the particle theory of dominant during Malus's era, this law implied that light rays possess an intrinsic "polar" direction, with longitudinal vibrations of the particles occurring perpendicular to the plane of polarization, explaining the selective interaction with reflecting surfaces and crystals.

Fresnel's Transverse Wave Theory

In 1821, Augustin-Jean Fresnel proposed that light consists of transverse vibrations propagating through the luminiferous ether, an elastic solid medium filling all space, to resolve the empirical observations of polarization made by Étienne-Louis Malus in 1808. This model addressed the limitations of longitudinal wave theories, which could not account for the inability of certain light rays to interfere, by positing that vibrations occur perpendicular to the direction of propagation, with the ether resisting compression but allowing shear deformations characteristic of transverse waves. Fresnel's ether was envisioned as a continuum of molecules connected by central forces, enabling the high-speed propagation of these vibrations while excluding longitudinal components due to the medium's rigidity. Fresnel explained the plane of polarization, as defined by through experiments, by identifying it as the plane perpendicular to the plane of ; thus, the vibrations lie in a plane orthogonal to Malus's polarization plane, allowing selective only between rays with aligned vibration directions. In this framework, comprises rapidly oscillating transverse vibrations in all directions perpendicular to propagation, while restricts vibrations to a single plane. To quantify and transmission at interfaces, Fresnel derived equations for the coefficients, distinguishing between vibrations parallel and perpendicular to the : for perpendicular vibrations, the is (n_1 \cos i - n_2 \cos r)/(n_1 \cos i + n_2 \cos r), and for parallel vibrations, (n_2 \cos i - n_1 \cos r)/(n_2 \cos i + n_1 \cos r), where n_1 and n_2 are refractive indices, i is the incidence angle, and r the angle. These relations, rooted in boundary conditions for the ether's displacement, predicted intensity variations based on state and angle. A pivotal insight from Fresnel's theory concerned reflection at Brewster's angle, where the reflected light exhibits maximum polarization with vibrations parallel to the reflecting surface and perpendicular to the plane of incidence, ensuring no reflection for vibrations in the plane of incidence due to the alignment of electric displacement with the surface. This explained why light reflected at the polarizing angle (approximately \tan^{-1} n) is fully plane-polarized in the s-orientation, aligning theoretical predictions with experimental observations of selective reflection. Fresnel's ideas emerged amid controversy, particularly with and , who questioned his explanations of in based on differing circular polarizations for and rays in double-refracting crystals. These debates were detailed in Fresnel's prize-winning memoir submitted to the Académie des Sciences in 1818 and extended in 1819, which, while primarily on , laid groundwork for his 1821-1822 publications on double refraction and transverse , earning acclaim despite initial . The transverse model thus mechanized Malus's empirical definition, providing a unified wave-theoretic basis for phenomena.

Stokes's Experimental Confirmation

In 1852, George Gabriel Stokes performed key experiments that empirically validated Augustin-Jean Fresnel's 1821 prediction that consists of transverse s, with vibrations perpendicular to the direction of propagation, thereby confirming the transverse nature of light vibrations perpendicular to the direction of propagation, in line with Fresnel's wave theory. Using plates as polarizers—crystals that transmit vibrating in one plane while absorbing the orthogonal component—Stokes excited fluorescent solutions, such as quinine sulfate, with incident and analyzed the emitted through crossed plates. The setup involved directing or a through a plate to polarize the exciting beam, then passing it through the fluorescent medium, and viewing the resulting emission via a second tourmaline analyzer oriented at 90° to the first. Observations showed that the fluorescent light was completely blocked by the crossed polarizers when the exciting light was polarized, demonstrating that the emitted light vibrated exclusively in the plane of the exciting , perpendicular to the direction. This proved the vibrations must be transverse, as a longitudinal component parallel to propagation would pass through the analyzer unimpeded and prevent total blockage, whereas the experiment confirmed no such component exists. Stokes extended these findings to light scattering, observing that light scattered by small particles or within fluorescent media exhibited similar polarization properties, with the scattered intensity maximized when the analyzer aligned parallel to the plane and minimized when crossed, again affirming the perpendicularity of vibrations to propagation. These results aligned with Fresnel's theoretical predictions for transverse , closing debates on light's nature by empirically ruling out longitudinal models. As a related , Stokes noted that fluorescent emission occurs at longer wavelengths than absorption—a phenomenon now known as the —though this was incidental to the polarization confirmation. Stokes's rigorous measurements influenced James Clerk Maxwell's formulation of electromagnetic theory in the 1860s, providing experimental grounding for light as transverse electromagnetic waves where the electric field defines the vibration plane perpendicular to the magnetic field and propagation.

Modern Conventions and Usage

Shift to Electric Field Orientation

James Clerk Maxwell's 1865 dynamical theory of the electromagnetic field unified , , and by demonstrating that light consists of transverse electromagnetic waves with mutually perpendicular oscillating electric (\vec{E}) and magnetic (\vec{H}) fields, both perpendicular to the propagation direction. In his subsequent 1873 A , Maxwell identified the plane of polarization with the plane formed by the propagation direction and the electric displacement vector \vec{D}, which is proportional to the \vec{E} in isotropic media. This choice emphasized the because it directly exerts forces on charged particles, such as electrons, driving the molecular responses responsible for phenomena like and in optical materials. The , while essential for wave propagation, plays a secondary role in these interactions due to its weaker coupling with matter under typical optical conditions. The 19th-century mechanical wave models had led to ambiguities regarding whether the plane of polarization referred to the electric or orientation, with some conventions aligning it with the magnetic vector. By the early , as electromagnetic wave theory became central to , the convention was widely adopted in research and education, resolving these issues. By the mid-20th century, authoritative sources and standards had solidified the as the defining reference for polarization. For example, influential pedagogical works like the 1963 explicitly define linear polarization in terms of the 's oscillation direction, stating that light is plane-polarized when \vec{E} varies along a straight line perpendicular to propagation. In modern applications, such as , the plane of polarization is routinely specified by the 's orientation; a beam propagating along the z-axis with \vec{E} confined to the x-z plane is termed x-polarized or horizontally polarized, enabling precise control in experiments like and . This shift from archaic "" terminology—evoking hypothetical oscillations—to the rigorous " orientation" eliminated confusion between electric and magnetic interpretations, standardizing usage across and .

Applications in Isotropic and Birefringent Media

In isotropic media, such as glass or air, where the refractive index is independent of light's polarization direction, the plane of polarization—defined by the orientation of the electric field vector—remains unaffected by propagation but can be manipulated using devices like polarizers and waveplates. Polarizers, often constructed from dichroic materials or wire grids, selectively transmit light whose plane of polarization aligns with their transmission axis while absorbing or reflecting the orthogonal component, following Malus's law: the transmitted intensity I = I_0 \cos^2 \theta, where \theta is the angle between the incident plane of polarization and the polarizer axis. This principle is central to liquid crystal displays (LCDs), where crossed polarizers sandwich a liquid crystal layer; an applied voltage twists the crystal's molecular alignment, rotating the plane of polarization to modulate light transmission and produce images. Waveplates, typically made from birefringent crystals embedded in isotropic mounts, introduce a phase shift between polarization components without altering the medium's isotropy, enabling rotation of the plane of polarization—for instance, a half-waveplate rotates linear polarization by twice the angle between the incident plane and its fast axis. In birefringent media, such as or , the varies with the of relative to the optic axis, leading to double refraction where incident light splits into an ordinary ray (o-ray), polarized perpendicular to the plane containing the propagation direction and optic axis, and an extraordinary ray (e-ray), polarized in that plane. This separation preserves distinct planes of polarization for each ray, with the o-ray following as in isotropic media while the e-ray deviates. Retarders, like quarter- or half-waveplates fabricated from these materials, exploit to alter the relative phase of the o- and e-ray components, thereby rotating the overall plane of polarization or converting it to , which is essential for compensating polarization changes in optical systems. Modern applications extend these principles into and quantum technologies. In fiber optics, polarization-maintaining (PM) fibers, developed since the early 1980s using stress-induced to create orthogonal axes with differing refractive indices, preserve the input plane of polarization over long distances, mitigating from environmental perturbations and enabling high-fidelity in sensors and interferometers. Similarly, post-2000 advancements in (QKD) leverage polarization states—such as horizontal/vertical or diagonal planes—as encodings in protocols like , where the plane of polarization encodes secure bits, with measurement in matching bases ensuring key agreement while detecting eavesdropping via basis mismatches. Polarimeters measure the orientation of the plane of polarization by analyzing the rotation induced by optically active samples, using a fixed and analyzer to detect angular shifts via intensity variations per Malus's law, with applications in chemistry for determining molecular and concentration.

Alternative Terminology and Ambiguities

Plane of Vibration

The plane of vibration refers to the plane containing the direction of oscillation (or "") and the direction of wave in a linearly polarized electromagnetic wave. This definition aligns with the transverse nature of , where the vector oscillates within this plane perpendicular to the components. Following Augustin-Jean Fresnel's development of the theory in the early , the term gained preference for describing the orientation of these transverse vibrations in polarized light. It was favored to evoke the mechanical analogy of particle vibrations in a medium, consistent with the models of the time. The term persists in select modern textbooks to address historical ambiguities related to whether refers to electric or magnetic field orientations. In contemporary usage, the of vibration is equivalent to the modern of polarization, both denoting the of , but the underscores the vibrational aspect rooted in . For instance, in antenna theory, the E-plane—defined as the containing the vector and the direction of maximum —corresponds to the of vibration and governs the shape for linearly polarized antennas, such as dipoles or horns.

Persistent Uses in Specific Contexts

In chiral media, such as certain crystals or solutions containing enantiomeric molecules, linearly polarized light experiences optical rotation, where the plane of polarization rotates as the light propagates due to differing refractive indices for left- and right-circularly polarized components. This effect, quantified by the specific rotation angle, persists in descriptions of phenomena like the measurement of optical activity in biochemical assays, despite modern preferences for circular polarization basis. Similarly, in magneto-optics, the Faraday effect causes a rotation of the plane of polarization in a material subjected to a longitudinal magnetic field, with the rotation angle proportional to the field strength and Verdet constant of the medium. This nonreciprocal rotation finds ongoing use in optical isolators and sensors, where the term "plane of polarization" remains standard in device specifications. In biaxial crystals, which possess two optic axes, the planes of polarization associated with and rays exhibit complexity beyond uniaxial cases, deviating from strict except along principal planes like meridional or sagittal sections. This leads to coupled states and walk-off effects that challenge simple ray tracing, yet the terminology endures in analyses of wave propagation for applications in and . Conical refraction, theoretically predicted by in 1832 for light propagating parallel to a biaxial optic , transforms an incident into a conical sheet of rays, each with a unique plane of tangent to the cone's surface. Modern computational simulations validate these distributions, enabling their use in metrology and singular optics experiments without altering the classical descriptive framework. Astronomical polarimetry continues to employ "plane of polarization" in legacy contexts, particularly for interpreting position angles in to map via dust grain alignment. Instruments like the FORS2 spectrograph on the (VLT), operational since enhancements post-2010, measure these angles in spectropolarimetric modes to detect stellar and , with the plane's orientation revealing field directions perpendicular to the . Such observations, often yielding position angles with uncertainties below 1 degree, underscore the term's persistence in data reduction pipelines despite shifts toward Stokes vector formalisms. Criticisms of the "plane of polarization" term highlight its historical confusion with the perpendicular "plane of vibration" stemming from Malus's original reflection-based definition, which conflicts with electromagnetic wave theory where polarization aligns with the electric field plane. This can confuse interpretations in anisotropic media, prompting recommendations to explicitly use "E-plane" or "plane of the electric vector" for clarity in contemporary literature. The plane of vibration, as an alternative denoting the oscillation plane, occasionally clarifies these distinctions in niche theoretical discussions.

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