Zeeman Effect as a Perturbation Example
The Zeeman effect is the shift and splitting of quantum levels in an applied magnetic field. As a perturbation-theory example, its main lesson is that weak field is not a complete prescription. One must say which internal interaction defines the unperturbed basis, which zero-field levels are degenerate, and how the magnetic energy compares with fine-structure, hyperfine, and neighboring electronic gaps.
This page owns that method choice and a solvable crossover model. The historical discovery and the normal-versus-anomalous story belong to Zeeman Effect Revisited; magnetic-moment and -factor conventions belong to Magnetic Moments and g-Factors; and atomic Landé patterns, Breit–Rabi energies, polarization, and spectroscopic inference belong to Zeeman Effect in Atoms.
Magnetic-Field Hamiltonian
Section titled “Magnetic-Field Hamiltonian”For a magnetic moment operator in a static field , the magnetic-dipole interaction is
This compact formula hides two issues that matter in perturbation theory:
- the magnetic moment may contain orbital, spin, nuclear, and relativistic contributions;
- minimal coupling also produces a term quadratic in the field.
Consider one electron of charge , with , bound to a fixed nucleus. In the symmetric gauge for a uniform field,
The nonrelativistic Hamiltonian, including the electron spin magnetic moment, is
where
is the Bohr magneton and for a free electron. Expanding in powers of gives
with
and
Equivalently,
The term linear in is commonly called the paramagnetic or Zeeman term. The explicit term is diamagnetic. For many electrons, and in the leading linear term are sums over the electrons. Nuclear magnetic moments add terms on the scale of the nuclear magneton and therefore introduce a separate, usually smaller, hierarchy.
The derivation and gauge interpretation of the orbital term are developed at Orbital Magnetic Moments. Here the expansion is the starting point for choosing a perturbative regime.
What Counts as a Small Field?
Section titled “What Counts as a Small Field?”A field is small only relative to specified energy gaps. Useful ratios include
where is a relevant fine-structure separation and is a gap to a different electronic term. If hyperfine structure is resolved, one also needs
These ratios answer different questions. A field may be strong enough to decouple and while remaining far too weak to mix different electronic configurations. Likewise, a field can overwhelm hyperfine coupling while leaving fine structure almost untouched.
For a spatial orbital of characteristic transverse size , a rough comparison of the explicit diamagnetic term with an electronic gap is
Calling a field weak without recording the relevant ratios leaves the approximation undefined.
Symmetry Before Diagonalization
Section titled “Symmetry Before Diagonalization”A uniform magnetic field is an axial vector. The leading Zeeman operator is even under spatial inversion, so parity remains a useful label when is parity invariant:
Full rotational symmetry is reduced to rotations about the field axis. Consequently, a magnetic projection such as , , or remains conserved in the appropriate model even when itself does not.
Time reversal gives a subtler diagnostic. At zero field,
Therefore the field-dependent family obeys
If an isolated zero-field eigenvalue is nondegenerate and maps back to the same analytic branch under time reversal, then
so its linear coefficient vanishes. This does not forbid the familiar linear Zeeman effect. Rotational multiplets are degenerate, and half-integer-spin systems with time-reversal symmetry have Kramers pairs. Time reversal can exchange the split branches:
while each branch separately has a nonzero slope at .
This is a useful general lesson: a symmetry can constrain the set of eigenvalues without making every branch an even function of the perturbation.
Degenerate First-Order Splitting
Section titled “Degenerate First-Order Splitting”Let project onto a zero-field eigenspace of with energy . The first-order problem is not the list of diagonal matrix elements in an arbitrary basis. It is the projected operator
Its eigenvalues determine the linear branches,
and its eigenvectors give the combinations selected by the field. Only after diagonalizing may one use ordinary nondegenerate formulas on separated branches.
Spinless orbital multiplet
Section titled “Spinless orbital multiplet”For a central spinless problem with fixed orbital angular momentum ,
The basis already diagonalizes the projected perturbation:
The field resolves the -fold multiplet into an equally spaced fan. Its first-order center of gravity is unchanged because
This vanishing trace is basis independent:
It says that the linear perturbation redistributes levels around the original centroid; it does not say that individual levels are unshifted.
Two distinct uses of degenerate or quasi-degenerate perturbation theory. (a) The basis resolves a degenerate orbital multiplet immediately. (b) When the Zeeman and spin–orbit scales compete, fixed- blocks must be diagonalized; coupled labels evolve continuously into uncoupled labels.
Weak-Field LS Coupling
Section titled “Weak-Field LS Coupling”Suppose electrostatic interactions and spin–orbit coupling have already produced levels labeled by
where denotes any remaining quantum numbers. The weak-field condition is schematically
so mixing between distinct levels may be neglected at first order. The field still splits the degenerate states inside a fixed multiplet.
Within that multiplet, the projection theorem makes the vector operators and proportional to . Their diagonal matrix elements are
where
The coefficients satisfy , as they must because .
The first-order shift becomes
where
For the leading electronic orbital moment, . The formula assumes ; an isolated level has no first-order electronic Zeeman shift within that one-dimensional subspace, although second-order mixing and nuclear contributions may remain.
The angular-momentum derivation and convention ledger are canonical at Magnetic Moments and g-Factors. The perturbative point here is that is a projected weak-field coefficient, not a universal constant valid after different manifolds begin to mix.
A doublet P term
Section titled “A doublet P term”Take , , , and approximate . The two fine-structure levels have
Thus the weak-field branches are
For example, the slopes are for and for . Those two branches will reappear in the exact crossover model below.
Weak, Intermediate, and Strong-Field Bases
Section titled “Weak, Intermediate, and Strong-Field Bases”The labels that simplify the problem depend on the ordering of terms in the Hamiltonian.
| Regime | Scale hierarchy | Useful leading basis | Required calculation |
|---|---|---|---|
| Weak Zeeman relative to fine structure | Project into a fixed multiplet; use | ||
| Intermediate field | Fixed- basis spanning several values | Diagonalize spin–orbit plus Zeeman terms together | |
| Paschen–Back regime | Treat spin–orbit coupling as the smaller term | ||
| Diamagnetic high-field regime | Orbital term or inter-term mixing is appreciable | Problem dependent | Retain minimal coupling beyond the linear Zeeman model |
In the Paschen–Back regime, the leading electronic shift is
The inequality on the right of the Paschen–Back hierarchy matters: the field may dominate spin–orbit coupling while remaining a perturbation relative to the electronic binding and configuration gaps. Once the diamagnetic term and broad orbital reorganization compete with those scales, the simple phrase “strong-field Zeeman effect” is no longer a controlled model.
Hyperfine structure introduces another crossover. At the weakest fields, states may be labeled by and . When the electronic and nuclear Zeeman terms compete with the hyperfine splitting, one diagonalizes fixed- blocks; at larger fields, and become more useful. This hyperfine Paschen–Back crossover is distinct from the decoupling of and . See Coupling Schemes for the broader hierarchy.
Exact Two-State Crossover
Section titled “Exact Two-State Crossover”A two-dimensional block makes the change of basis explicit. Consider
with , , and . Define
The conserved projection is
In the subspace, choose the uncoupled basis
Using
the Hamiltonian block is
The exact eigenvalues are
At zero field,
which are the and fine-structure energies. Their initial slopes are
in agreement with .
For ,
and
The corresponding eigenvectors approach and . Nothing discontinuous happens to the states. What changes is which approximate quantum number makes the dominant Hamiltonian nearly diagonal.
The example is also a warning about fixed-basis perturbation series. Expanding around is useful for ; expanding around the uncoupled basis is useful for ; and neither asymptotic description is uniformly accurate through the crossover. Direct block diagonalization is the natural intermediate-field method.
Quadratic Zeeman Shifts
Section titled “Quadratic Zeeman Shifts”Suppose a nondegenerate branch of is sufficiently isolated and write
Through second order in ,
Here
with and .
There are therefore two conceptually distinct quadratic contributions:
- the expectation value of the explicit diamagnetic operator ;
- virtual mixing generated twice by the linear magnetic operator .
If the first-order coefficient vanishes by symmetry, these terms often provide the leading shift. Near a small denominator, however, the sum is a warning that the allegedly nondegenerate state should be enlarged into a quasi-degenerate model space.
For a branch that emerged from a degenerate eigenspace, first diagonalize . The quadratic formula must then be applied to those field-selected zeroth-order combinations, with any remaining degeneracy treated explicitly.
Levels Versus Spectral Lines
Section titled “Levels Versus Spectral Lines”The Zeeman Hamiltonian shifts levels. Spectroscopy measures differences between an upper level and a lower level . In the weak-field LS regime,
Electric-dipole transitions have magnetic selection rule
subject to the remaining angular-momentum selection rules. The components are conventionally called components, and the components components. Their observed polarization depends on viewing geometry.
The familiar three-component normal Zeeman pattern is a special case in which the upper and lower level shifts combine into only three distinct transition frequencies. Generic anomalous patterns contain more components because and differ and because several magnetic sublevels participate. Level counting alone does not determine line strengths; those require dipole matrix elements and angular-momentum coefficients.
A Reliable Workflow
Section titled “A Reliable Workflow”- Write the complete field dependence needed at the intended order. Distinguish the linear magnetic-dipole term from the explicit diamagnetic term.
- List the zero-field energy scales. Include hyperfine, fine-structure, electronic, and any accidental near-degeneracy gaps that can compete with .
- Identify exact symmetries at fixed field. Parity and the projection along often survive even when does not.
- Choose the model space. Include every state connected by the perturbation whose separation is comparable to the relevant coupling.
- Diagonalize inside that space. Use , or diagonalize spin–orbit plus Zeeman terms together when neither is small relative to the other.
- Treat the complement perturbatively. Estimate corrections using coupling-to-gap ratios rather than the field magnitude alone.
- Translate level shifts into observables. Form transition-energy differences and then apply selection rules and line-strength factors.
- State the regime with the result. A formula labeled only “Zeeman shift” is incomplete.
Common Mistakes
Section titled “Common Mistakes”- Taking diagonal matrix elements in an arbitrary degenerate basis. The eigenvalues of , not its displayed diagonal entries, are the first-order shifts.
- Using the Landé factor outside weak LS coupling. Once different levels mix substantially, is not an exact label for the branch.
- Forgetting the electron-sign convention. The electron magnetic moment is antiparallel to its angular momentum, while the standard electronic energy shift is written with positive .
- Dropping the term automatically. It is higher order near , but can dominate a symmetry-forbidden linear shift or become nonperturbative at high field.
- Calling every strong-field limit Paschen–Back. Paschen–Back means decoupling of specified angular momenta while the field remains small relative to larger electronic scales.
- Confusing hyperfine and fine-structure crossovers. Decoupling from and decoupling from occur at different field scales.
- Equating level splitting with a spectral triplet. Transition frequencies depend on both levels, and intensities require transition matrix elements.
- Assuming time reversal forbids linear splitting. It makes an isolated nondegenerate branch even in ; it can exchange two branches of a degenerate multiplet.
Exercises
Section titled “Exercises”Recover the orbital and diamagnetic terms
Section titled “Recover the orbital and diamagnetic terms”For an electron in the symmetric gauge , expand and show that the field-dependent orbital terms are
Solution
Expand the square with operator ordering retained:
The symmetric gauge obeys , so
Moreover,
Therefore
Using the two identities above,
Finally,
Split an orbital quintet
Section titled “Split an orbital quintet”A spinless level has zero-field energy . Find its first-order orbital Zeeman energies and verify that their centroid remains .
Solution
The five magnetic quantum numbers are
Thus
The average first-order shift is
The centroid is unchanged through first order even though four of the five branches move linearly.
Reconcile time reversal with linear splitting
Section titled “Reconcile time reversal with linear splitting”Explain why a nondegenerate spinless level has no linear Zeeman shift at when time reversal is a symmetry, while a degenerate pair can split as .
Solution
The Hamiltonian family satisfies
For an isolated nondegenerate branch, time reversal must map the state back to the same branch up to phase, so
Its Taylor series contains only even powers of near zero.
For a degenerate pair, time reversal may exchange the two field-selected eigenstates. The constraint is then
which is satisfied by
Degenerate perturbation theory determines from the eigenvalues of the projected magnetic operator.
Evaluate two Landé factors
Section titled “Evaluate two Landé factors”For , , , and , calculate for and . Then give the slopes of the branches with respect to .
Solution
The projection coefficients obey . Since and ,
where
one obtains
Because
the slopes are
and
Diagonalize the crossover block
Section titled “Diagonalize the crossover block”Diagonalize
and check both the energies and the limits.
Solution
For a symmetric matrix
the eigenvalues are
Here , , and , giving
At , the square root is , so
For , expanding the square root gives
The eigenstates therefore approach the two uncoupled basis vectors that diagonalize the dominant Zeeman term.
Obtain the normal triplet
Section titled “Obtain the normal triplet”Consider a spinless electric-dipole transition from an upper level to a lower level. Ignore the quadratic shift. Show that the allowed transition frequencies form three equally spaced components.
Solution
The lower level has only and therefore no linear orbital shift. The upper level has
The electric-dipole rule allows all three upper substates to connect to the lower state. If is the zero-field transition frequency, then
The three components lie at
This equal triplet is special. Different upper and lower Landé factors generally produce a more complicated anomalous pattern.
Cross-Links
Section titled “Cross-Links”- Time-Independent Perturbation Theory
- Degenerate Perturbation Theory
- Quasi-Degenerate Perturbation Theory
- Second-Order Energy Corrections
- Zeeman Effect in Atoms
- Zeeman Effect Revisited
- Zeeman Effect
- Magnetic Moments and g-Factors
- Spin in Magnetic Fields
- Orbital Magnetic Moments
- Coupled and Uncoupled Bases
- Coupling Schemes
- Atomic Physics Applications
- Selection Rules
References
Section titled “References”- P. Zeeman, “The effect of magnetisation on the nature of light emitted by a substance,” Philosophical Magazine 43, 226–239, 1897.
- F. Paschen and E. Back, “Normale und anomale Zeemaneffekte,” Annalen der Physik 344, 897–932, 1912.
- A. Landé, “Termstruktur und Zeemaneffekt der Multipletts,” Zeitschrift für Physik 15, 189–205, 1923.
- G. Breit and I. I. Rabi, “Measurement of nuclear spin,” Physical Review 38, 2082–2083, 1931.
- C. J. Foot, Atomic Physics, Oxford University Press, 2005.
- C. Cohen-Tannoudji, B. Diu, and F. Laloë, Quantum Mechanics, Vol. 2, Wiley, 1977.
- J. J. Sakurai and J. Napolitano, Modern Quantum Mechanics, 3rd ed., Cambridge University Press, 2020.
- I. I. Sobelman, Atomic Spectra and Radiative Transitions, 2nd ed., Springer, 1992.