Remarkable progress has been made in diagnosing energetic particle instabilities on presentday machines and in establishing a theoretical framework for describing them. This overview describes the much improved diagnostics of Alfvén instabilities and modelling tools developed world-wide, and discusses progress in interpreting the observed phenomena. A multi-machine comparison is presented giving information on the performance of both diagnostics and modelling tools for different plasma conditions outlining expectations for ITER based on our present knowledge.

A theoretical framework, built on the notion of nearly periodic fast particle orbits, is developed to describe long range frequency sweeping events in the 1D electrostatic bump-on-tail model with Krook collisions and dynamical friction (drag). Both the actual deviation from the linear mode frequency and the effect of particle trapping in the wave field due to an increasing wave amplitude affect the frequency sweeping rate. For upward sweeping holes, hooked and steady state frequency sweeping patterns are found as results of an interplay between Krook and drag collisions.

It is shown that the formation of phase space holes and clumps in kinetically driven, dissipative systems is not restricted to the near threshold regime, as previously reported and widely believed. Specifically, we observe hole-clump generation from the edges of an unmodulated phase space plateau, created via excitation, phase mixing and subsequent dissipative decay of a linearly unstable bulk plasma mode in the electrostatic bump-on-tail model. This has now allowed us to elucidate the underlying physics of the holeclump formation process for the first time. Holes and clumps develop from negative energy waves that arise due to the sharp gradients at the interface between the plateau and the nearly unperturbed, ambient distribution and destabilize in the presence of dissipation in the bulk plasma. We confirm this picture by demonstrating that the formation of such nonlinear structures in general does not rely on a "seed" wave, only on the ability of the system to generate a plateau. In addition, we observe repetitive cycles of plateau generation and erosion, the latter due to hole-clump formation and detachment, which appear to be insensitive to initial conditions and can persist for a long time. We present an intuitive discussion of why this continual regeneration occurs.

Long range frequency sweeping events are simulated numerically within a one-dimensional, electrostatic bump-on-tail model with fast particle sources and collisions. The numerical solution accounts for fast particle trapping and detrapping in an evolving wave field with a fixed wavelength, and it includes three distinct collisions operators: Drag (dynamical friction on the background electrons), Krook-type collisions, and velocity space diffusion. The effects of particle trapping and diffusion on the evolution of holes and clumps are investigated, and the occurrence of nonmonotonic (hooked) frequency sweeping and asymptotically steady holes is discussed. The presented solution constitutes a step towards predictive modeling of frequency sweeping events in more realistic geometries. V C 2013 American Institute of Physics. [http://dx.

A short introduction is given about direct variational methods and their relation to Galerkin and moment methods, all flexible and powerful approaches for finding approximate solutions to difficult physical equations. An application of these methods is given in the form of the variational problem of minimizing the discomfort experienced during different journeys, between two fixed horizontal points while keeping the travel time constant. The analysis is shown to provide simple, yet accurate, approximate solutions of the problem and illustrates the usefulness and the power of direct variational and moment methods. It also demonstrates the problem of a priori assessing the accuracy of the approximate solutions and illustrates that the variational solution does not necessarily provide a more accurate solution than that obtained by moment methods.