Index Juggling

Index juggling is the final remaining element of the tensor notation. While subtle, it is powerful and leads to an even greater economy of notation and, therefore, an even higher level of algebraic organization.
As we have established in the preceding chapters, the tensor framework relies on two flavors of indices: superscripts, also known as contravariant indices, and subscripts, also known as covariant indices. We will explain the substantive difference between the two types of indices in Chapter 14. However, we have already had occasion to observe that in the course of a disciplined analysis, the placement of indices is naturally dictated by the rules of the tensor notation. Furthermore, once the natural placement of indices is determined, it, in turn, reveals to us the proper combinations of objects we ought to consider in order to arrive at geometrically meaningful results. This ability of the notation to lead, rather than follow, the algebraic intuition is a unique and powerful feature of Tensor Calculus. Therefore, in some ways, the tensor notation and its implications are actually more important than the tensor concept itself.
Index juggling refers to the practice of denoting a contraction with the metric tensor by changing the placement of the participating index. In fact, we have already encountered this practice on two occasions. Indeed, in Chapter 9, we established that the covariant and contravariant bases Zi\mathbf{Z}_{i} and Zi\mathbf{Z}^{i} are related by a contraction with the metric tensor, i.e.
Zi=ZijZj          (9.89)Zi=ZijZj.          (9.90)\begin{aligned}\mathbf{Z}^{i} & =Z^{ij}\mathbf{Z}_{j}\ \ \ \ \ \ \ \ \ \ \left(9.89\right)\\\mathbf{Z}_{i} & =Z_{ij}\mathbf{Z}^{j}.\ \ \ \ \ \ \ \ \ \ \left(9.90\right)\end{aligned}
(Notice that the first equation was, in fact, the definition of the contravariant basis Zi\mathbf{Z}^{i}.) Similarly, the contravariant and covariant components UiU^{i} and UiU_{i} of a vector U\mathbf{U} are similarly related by contraction with the metric tensor, i.e.
Ui=ZijUj          (10.8)Ui=ZijUj.          (10.9)\begin{aligned}U_{i} & =Z_{ij}U^{j}\ \ \ \ \ \ \ \ \ \ \left(10.8\right)\\U^{i} & =Z^{ij}U_{j}.\ \ \ \ \ \ \ \ \ \ \left(10.9\right)\end{aligned}
In general, denoting the result of contracting a system AjA_{j} with the contravariant matric tensor ZijZ^{ij}, i.e.
Ai=ZijAj,(11.1)A^{i}=Z^{ij}A_{j},\tag{11.1}
is referred to as raising the index. Meanwhile, denoting the result of contracting a system AiA^{i} with the covariant metric tensor ZijZ_{ij}, i.e.
Ai=ZijAj,(11.2)A_{i}=Z_{ij}A^{j},\tag{11.2}
is referred to as lowering the index.
Note that the last two equations are equivalent by the inversion of the metric tensor described in Section 9.5.2. This, if AiA_{i} is obtained from AiA^{i} by lowering the index, then AiA^{i} is obtained from AiA_{i} by raising the index. In other words, the operations of lowering and raising indices are the inverses of each other. Had this not been the case, using the same letter to denote objects related by index juggling would lead to ambiguities as, for instance, the symbol AiA^{i} would denote both an original system as well as the result of lowering and subsequent raising of the index.
For a higher-order system, any of the indices can be individually raised or lowered. For example, consider a third-order system TijkT_{ijk} with three subscripts. To raise the first index, contract TijkT_{ijk} with the contravariant metric tensor ZriZ^{ri} to produce the system TjkrT_{jk}^{r}
(11.3)\tag{11.3}
T_{jk}^{r}=Z^{ri}T_{ijk}.tag{-} end{equation} Note that in this situation, the use of the dot placeholder described in Section 7.2 is essential. Otherwise, it is not possible to say whether the symbol, say, TbcrT_{bc}^{r} represents the raising of the first index on the system TibcT_{ibc}, the second index on TbicT_{bic}, or the third index on TbciT_{bci}. The use of a placeholder removes this ambiguity by making the order of the indices clear. With the help of the placeholder, the above identity reads
Tjkr=ZriTijk.(11.4)T_{\cdot jk}^{r}=Z^{ri}T_{ijk}.\tag{11.4}
and it is clear simply by looking at the symbol TjkrT_{\cdot jk}^{r} that it represents the result of raising the first index of a system TijkT_{ijk}.
Contracting TijkT_{ijk} with ZrjZ^{rj} -- notice the superscript jj in ZrjZ^{rj} -- raises the second index, i.e.
Tikr=ZrjTijk.(11.5)T_{i\cdot k}^{\cdot r}=Z^{rj}T_{ijk}.\tag{11.5}
The indicial signature of the symbol TikrT_{i\cdot k}^{\cdot r} clearly indicates that the superscript is the second index. Similarly, the equation
Tijr=ZrkTijk(11.6)T_{ij}^{\cdot\cdot r}=Z^{rk}T_{ijk}\tag{11.6}
represents the raising of the third index of TijkT_{ijk}.
Once one index of a multi-dimensional system has been juggled, another can be juggled, as well. For example, raising the second index of TjkrT_{\cdot jk}^{r} yields
Tkrs=ZsjTjkr    .(11.7)T_{\cdot\,\cdot\,k}^{rs}=Z^{sj}T_{\cdot jk}^{r}\ \ \ \ .\tag{11.7}
When two indices are juggled one after another, the order in which the two steps take place is immaterial. This is a direct consequence of the commutative property of elementary multiplication since TkrsT_{\cdot\cdot k} ^{rs} is also given by a double contraction, i.e.
Tkrs=ZriZsjTijk    .(11.8)T_{\cdot\,\cdot\,k}^{rs}=Z^{ri}Z^{sj}T_{ijk}\ \ \ \ .\tag{11.8}
Thus, two juggling operations may be viewed as simultaneous.
Finally, any number of indices can be juggled at once. For example, raising all three indices of TijkT_{ijk} yields a system with three superscripts, i.e.
Trst=ZriZsjZtkTijk.(11.9)T^{rst}=Z^{ri}Z^{sj}Z^{tk}T_{ijk}.\tag{11.9}
Recall that, according to the Einstein convention, dummy indices represent a contraction.Thus, dummy indices, being already involved in a summation, are not available for contraction with the metric tensor. However, index juggling allows such indices to exchange flavors. For a most basic example, let us show that
SiTi=SiTi.(11.10)S_{i}T^{i}=S^{i}T_{i}.\tag{11.10}
The idea is to "extract" the metric tensor from SiS_{i} by noting that Si=SjZjiS_{i}=S^{j}Z_{ji}:
SiTi=SjZjiTi,(11.11)S_{i}T^{i}=S^{j}Z_{ji}T^{i},\tag{11.11}
and subsequently let it get "reabsorbed" into TiT^{i}:
SjZjiTi=SjTj.(11.12)S^{j}Z_{ji}T^{i}=S^{j}T_{j}.\tag{11.12}
Finally, renaming ii into jj, we arrive at the desired result
SiTi=SiTi.(11.10)S_{i}T^{i}=S^{i}T_{i}.\tag{11.10}
In summary, the flavors of the dummy indices in any contraction can be switched at will.
A word of caution is in order for situations where one of the systems appears under a differential operator of some kind. For example, suppose that systems SiS_{i} and TiT^{i} are defined along a trajectory Zi(t)Z^{i}\left( t\right) , and thus these systems may be considered functions Si(t)S_{i}\left( t\right) and Ti(t)T^{i}\left( t\right) of tt. Then it would be wrong to let the dummy indices exchange flavors in the contraction
dSidtTi.(11.13)\frac{dS_{i}}{dt}T^{i}.\tag{11.13}
To see why this is so, let us attempt to repeat the logic used in the previous example. The product SjZjiS^{j}Z_{ji} in
dSidtTi=d(SjZji)dtTi(11.14)\frac{dS_{i}}{dt}T^{i}=\frac{d\left( S^{j}Z_{ji}\right) }{dt}T^{i}\tag{11.14}
occurs under the derivative operator. Therefore, the next step is an application of the product rule:
dSidtTi=(dSjdtZji+SjdZjidt)Ti.(11.15)\frac{dS_{i}}{dt}T^{i}=\left( \frac{dS^{j}}{dt}Z_{ji}+S^{j}\frac{dZ_{ji}} {dt}\right) T^{i}.\tag{11.15}
Since the metric tensor varies from one point to another, the derivative dZij/dtdZ_{ij}/dt is not zero and we thus have a new term compared to our previous analysis. Multiplying out the right side, we find that
dSidtTi=dSjdtZjiTi+SjdZjidtTi(11.16)\frac{dS_{i}}{dt}T^{i}=\frac{dS^{j}}{dt}Z_{ji}T^{i}+S^{j}\frac{dZ_{ji}} {dt}T^{i}\tag{11.16}
and, therefore,
dSidtTi=dSjdtTj+SjdZjidtTi,(11.17)\frac{dS_{i}}{dt}T^{i}=\frac{dS^{j}}{dt}T_{j}+S^{j}\frac{dZ_{ji}}{dt}T^{i},\tag{11.17}
or, having renamed ii into jj,
dSidtTi=dSidtTi+SjdZjidtTi.(11.18)\frac{dS_{i}}{dt}T^{i}=\frac{dS^{i}}{dt}T_{i}+S^{j}\frac{dZ_{ji}}{dt}T^{i}.\tag{11.18}
Thus, we find that
dSidtTidSidtTi(11.19)\frac{dS_{i}}{dt}T^{i}\neq\frac{dS^{i}}{dt}T_{i}\tag{11.19}
due to the variability of the covariant basis. We can describe the effect we just observed by saying that dummy indices cannot be juggled across derivatives. This is something that we should be cognizant of when we begin to study the covariant derivative in Chapter 15.
In a tensor identity, a free index can be consistently raised or lowered on both sides of the equation. For example, the identity
Si=TijUj.(11.20)S_{i}=T_{ij}U^{j}.\tag{11.20}
implies a similar one in which the free index ii appears as a superscript:
Si=TjiUj.(11.21)S^{i}=T_{\cdot j}^{i}U^{j}.\tag{11.21}
To see why this is true, contract both sides of the original identity with ZikZ^{ik}:
ZikSi=ZikTijUj(11.22)Z^{ik}S_{i}=Z^{ik}T_{ij}U^{j}\tag{11.22}
which yields
Sk=TjkUj.(11.23)S^{k}=T_{\cdot j}^{k}U^{j}.\tag{11.23}
Now, rename kk into ii to obtain the final form
Si=TjiUj.(11.21)S^{i}=T_{\cdot j}^{i}U^{j}. \tag{11.21}
We will refer to the net effect of this manipulation as raising or lowering an index on both sides of the equation.
The same word of caution regarding index juggling in the presence of differential operators must be repeated here: free indices cannot be juggled across derivatives. For example, the superscript ii cannot be lowered in the identity
Si=dTidt.(11.24)S^{i}=\frac{dT^{i}}{dt}.\tag{11.24}
Indeed, contracting both sides with ZijZ_{ij} yields
ZijSi=ZijdTidt.(11.25)Z_{ij}S^{i}=Z_{ij}\frac{dT^{i}}{dt}.\tag{11.25}
On the left, ZijZ_{ij} combines SiS^{i} to produce SjS_{j}. On the right, however, ZijZ_{ij} is separated from TiT^{i} by the derivative. It can be brought inside the derivative by an application of the product rule
ZijdTidt=d(ZijTi)dtTidZijdt.(11.26)Z_{ij}\frac{dT^{i}}{dt}=\frac{d\left( Z_{ij}T^{i}\right) }{dt}-T^{i} \frac{dZ_{ij}}{dt}.\tag{11.26}
Therefore, we find that
Sj=dTjdtTidZijdt(11.27)S_{j}=\frac{dT_{j}}{dt}-T^{i}\frac{dZ_{ij}}{dt}\tag{11.27}
and, once again, there is an extra term due to the variability of the metric tensor, leading to the conclusion that
Si=dTidt(11.24)S^{i}=\frac{dT^{i}}{dt} \tag{11.24}
does not imply
Si=dTidt.(11.28)S_{i}=\frac{dT_{i}}{dt}.\tag{11.28}
Index juggling can be applied to any index in any system. Let us now apply it to the Kronecker delta δji\delta_{j}^{i}.
As we discussed in Section 7.2, the order of the indices of the Kronecker delta does not matter. Nevertheless, in order to avoid any potential ambiguities, we will count the superscript as the first index and the subscript as the second, and therefore write δji\delta_{j}^{i} as δji\delta_{\cdot j}^{i}.
Let us now lower the superscript ii by contracting δji\delta_{\cdot j}^{i} with ZkiZ_{ki}. Consistent with our convention of using the same letter for objects related by index juggling, denote the result by δkj\delta_{kj}:
δkj=Zkiδji   .(11.29)\delta_{kj}=Z_{ki}\delta_{\cdot j}^{i}\ \ \ .\tag{11.29}
We must emphasize the fact that the elements of δkj\delta_{kj} no longer equal 11 when j=kj=k and 00 otherwise. Those are the values of the proper Kronecker delta δji\delta_{\cdot j}^{i}. The values of δkj\delta_{kj}, on the other hand, depend on the choice of coordinates and vary from one point to another.
As a matter of fact, we can determine the values of the elements δkj\delta_{kj} by looking at the combination ZkiδjiZ_{ki}\delta_{\cdot j}^{i} from a different perspective. Instead of thinking of ZkiδjiZ_{ki}\delta_{\cdot j}^{i} as ZijZ_{ij} lowering the index on δji\delta_{\cdot j}^{i}, let us think of it as δji\delta_{\cdot j}^{i} renaming the index ii into jj on ZkiZ_{ki} and thus yielding ZkjZ_{kj}:
Zkj=Zkiδji    .(11.30)Z_{kj}=Z_{ki}\delta_{\cdot j}^{i}\ \ \ \ .\tag{11.30}
Matching up the equivalent outcomes of the two interpretations, we discover that the elements of δkj\delta_{kj} are precisely the same as those of ZkjZ_{kj} :
δkj=Zkj.(11.31)\delta_{kj}=Z_{kj}.\tag{11.31}
Thus, the Kronecker delta δji\delta_{\cdot j}^{i} and the metric tensor ZijZ_{ij} are related by index juggling and are therefore thought of as two manifestations of the exact same object.
This conclusion can be reinforced by raising one of the indices of ZijZ_{ij}. Let us raise the first index of ZijZ_{ij} by contracting it with ZkiZ^{ki} and denote the result by ZjkZ_{\cdot j}^{k}
Zjk=ZkiZij.(11.32)Z_{\cdot j}^{k}=Z^{ki}Z_{ij}.\tag{11.32}
By the very definition of the contravariant metric tensor as the matrix inverse of the covariant metric tensor, we know that
ZkiZij=δjk    .(11.33)Z^{ki}Z_{ij}=\delta_{\cdot j}^{k}\ \ \ \ .\tag{11.33}
Therefore
Zjk=δjk(11.34)Z_{\cdot j}^{k}=\delta_{\cdot j}^{k}\tag{11.34}
and we once again observe the equivalence of the Kronecker delta and the metric tensor.
Summing up, the systems δji\delta_{\cdot j}^{i} and ZijZ_{ij} are related by index juggling and are therefore different manifestations of the same object. Thus, the letters δ\delta and ZZ in the symbols δji\delta_{\cdot j}^{i} and ZijZ_{ij} can be used interchangeably. For example, the symbols δij\delta_{ij} and δij\delta^{ij} are legitimate representations of the covariant and the contravariant metric tensors. Meanwhile, ZjiZ_{\cdot j}^{i} is a legitimate representation of the Kronecker delta. Nevertheless, in practice, we will always use the symbol δji\delta_{\cdot j}^{i} for the Kronecker delta and ZijZ_{ij} and ZijZ^{ij} for the metric tensors. Additionally, we will go back to using the symbol δji\delta_{j}^{i} without a placeholder since, as we discussed in Section 7.2, this cannot lead to ambiguity.
Index juggling is a powerful feature of the tensor notation, as it greatly increases the succinctness of tensor expressions. Just compare the expressions UiViU_{i}V^{i} and ZijUiVjZ_{ij}U^{i}V^{j} that represent the dot product of the vectors U\mathbf{U} and V\mathbf{V}. It is hardly debatable that the former expression is more appealing than the latter: it has fewer terms, fewer indices, fewer contractions, a sense of algebraic transparency, and a general sense of lightness and dynamism.
Thanks to index juggling, these attractive features are found in many tensor expressions. For example, it is rare for any formula to contain an explicit reference to the metric tensor since any instance of the metric tensor engaged in a contraction with another system gets absorbed into that system. For a similar reason, the identity matrix II rarely appears in Linear Algebra expressions. After all, if it is featured in a matrix product, such as IAIA, it simply gets absorbed into the matrix that it multiplies, i.e. IA=AIA=A.
The only way a metric tensor can explicitly appear in a tensor identity is when both of its indices are free. Two notable examples of such expressions appear in this book. The first is the statement that two systems AjiA_{j}^{i} and BkjB_{k}^{j} are matrix inverses of each other, i.e.
AjiBkj=δki.(11.35)A_{j}^{i}B_{k}^{j}=\delta_{k}^{i}.\tag{11.35}
The second is the formula
ZαiZjα+NiNj=δji,(11.36)Z_{\alpha}^{i}Z_{j}^{\alpha}+N^{i}N_{j}=\delta_{j}^{i},\tag{11.36}
found in the next volume where we will give a tensor description of embedded surfaces. This formula states that the sum of the two projection operators, onto the surface and away from the surface, is the identity operator. In other words, a vector is a sum of its orthogonal projections onto and away from the surface.
Exercise 11.1Show that if we lower the index on AiA^{i} to produce BiB_{i} and then raise the index on BiB_{i} to produce CiC^{i}, then
Ai=Ci.(11.37)A^{i}=C^{i}.\tag{11.37}
This exercise confirms that the operations of lowering and raising indices are the inverses of each other. Furthermore, it shows that using the same letter for systems related by index juggling cannot lead to ambiguities.
Exercise 11.2Show that the result of raising both indices on the covariant metric tensor ZijZ_{ij} is the contravariant metric tensor Zrs.Z^{rs}.
Exercise 11.3Consider a coordinate system in which the metric tensor ZijZ_{ij} at a given point corresponds to the matrix
[2112].(11.38)\left[ \begin{array} {rr} 2 & -1\\ -1 & 2 \end{array} \right] .\tag{11.38}
Suppose that TjkliT_{\cdot jkl}^{i} is a fourth-order system whose sole nonzero element at the same point is
T2121=π   .(11.39)T_{\cdot212}^{1}=\pi\ \ \ .\tag{11.39}
Find the values of the elements T1212T_{1212} and T2212T_{2212} at that point.
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