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We investigate the linear theory of the ion-temperature-gradient (ITG) mode, with the goal of developing a general understanding that may be applied to stellarators. We highlight the Wendelstein 7X (W7-X) device. Simple fluid and kinetic models that follow closely from existing literature are reviewed and two new first-principle models are presented and compared with results from direct numerical simulation. One model investigates the effect of regions of strong localized shear, which are generic to stellarator equilibria. These shear spikes are found to have a potentially significant stabilizing affect on the mode; however, the effect is strongest at short wavelengths perpendicular to the magnetic field, and it is found to be significant only for the fastest growing modes in W7-X. A second model investigates the long-wavelength limit for the case of negligible global magnetic shear. The analytic calculation reveals that the effect of the curvature drive enters at second order in the drift frequency, confirming conventional wisdom that the ITG mode is slab-like at long wavelengths. Using flux tube simulations of a zero-shear W7-X configuration, we observe a close relationship to an axisymmetric configuration at a similar parameter point. It is concluded that scale lengths of the equilibrium gradients constitute a good parameter space to characterize the ITG mode. Thus, to optimize the magnetic geometry for ITG mode stability, it may be fruitful to focus on local parameters, such as the magnitude of bad curvature, connection length, and local shear at locations of bad curvature (where the ITG mode amplitude peaks).
Optimised stellarators and other magnetic-confinement devices having the property that the average magnetic curvature is favourable for all particle orbits are called maximum-$J$ devices, and have recently been shown to be immune to trapped-particle
Microinstabilities exhibit a rich variety of behavior in stellarators due to the many degrees of freedom in the magnetic geometry. It has recently been found that certain stellarators (quasi-isodynamic ones with maximum-$J$ geometry) are partly resil
This is the first of two papers about collisionless, electrostatic micro-instabilities in stellarators, with an emphasis on trapped-particle modes. It is found that, in so-called maximum-$J$ configurations, trapped-particle instabilities are absent i
The electromagnetic theory of the strongly driven ion-temperature-gradient (ITG) instability in magnetically confined toroidal plasmas is developed. Stabilizing and destabilizing effects are identified, and a critical $beta_{e}$ (the ratio of the ele
In the present work the zonal flow (ZF) growth rate in toroidal ion-temperature-gradient (ITG) mode turbulence including the effects of elongation is studied analytically. The scaling of the ZF growth with plasma parameters is examined for typical to