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ISEGORIABenjamin Haire

ISEGORIA / MATH ENCYCLOPEDIA

Calculus of variations: paths and principles

Extremal paths, action, and geodesics.

Before you begin: Calculus and mechanics

Predict, manipulate, then check your reasoning against the example and question. Graphs illustrate the mathematics; they do not replace a proof.

1. Euler–Lagrange

A ball is thrown up at t = 0 and caught at the same height at t = 1, with Lagrangian L = ½q̇² − gq. Bend the trial path q* + εη away from the stationary path, keeping both ends fixed, and choose the shape of the variation η. The action S(ε) has zero slope at ε = 0 for every shape, and the lower strip shows why: the Euler–Lagrange residual q̈ + g vanishes only on the stationary path.

Worked example. For L = ½q̇² − gq the equation is q̈ = −g, so with q(0) = q(1) = 0 the stationary path is q* = ½g t(1 − t), here 4t(1 − t) with g = 8.

Watch out. Stationary does not always mean a global minimum.

What is being varied?

The whole path q(t), while endpoints are held fixed.

Reference: University of Cambridge · Calculus of Variations

2. Geodesics on a sphere

Two cities share a latitude. On a longitude–latitude map the parallel joining them is a straight line, but it is not the shortest route. Drag the handle to deform the path through a family that runs from the parallel through the great circle and beyond: the length is stationary, and least, at the great circle, which bulges toward the nearer pole on the map.

Worked example. At latitude 40° with a longitude gap of 100°, the parallel has length 1.337 on the unit sphere, about 8,520 km on Earth, while the great circle has length 1.254, about 7,990 km.

Watch out. A coordinate straight line need not be geometrically straight.

Why does the shortest route look curved on the map?

The map stretches east–west distances by 1/cos φ, so a path saves length by moving toward the pole, where degrees of longitude are shorter.

Reference: University of Cambridge · Calculus of Variations

3. Least action

A harmonic oscillator, L = ½q̇² − ½q², travels from q(0) = 0 to q(T) = 1. Add a variation ε·sin(kπt/T) to the classical path and compare the change of action for three different k. For T < π every variation raises the action. Once T passes π, the first conjugate point, the slowest variation lowers it: the classical path is still stationary, but it is a saddle, not a minimum.

Worked example. For T = 3π/2 and k = 1 the coefficient is (3π/8)(4/9 − 1) ≈ −0.65, so the action decreases along that variation even though δS = 0.

Watch out. The phrase least action is shorthand; the action is stationary, not always least.

What stays fixed in the variation?

The endpoints and the time interval.

Reference: University of Cambridge · Calculus of Variations

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