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THESIS
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thesis entitled
Bifurcation and Oscillation for Systems of Equations
\presented by
Beth Angela Barron
has been accepted towards fulfillment
of the requirements for
Ph-D. degree inMathematjcs
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Date _L1un£_22,_1919_
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BIFURCATION AND OSCILLATION
FOR SYSTEMS OF EQUATIONS
BY
Beth Angela Barron
A DISSERTATION
Submitted to
Michigan State University
in partial fulfillment of the requirements
for the degree of
DOCTOR OF PHILOSOPHY
Department of Mathematics
1979
ABSTRACT
BIFURCATION AND OSCILLATION
FOR SYSTEMS OF EQUATIONS
BY
Beth A. Barron
This thesis concerns the system of differential
equations
i + g(x,y) = ulfl(t) + ilk
y + h(x,y) = u2f2(t) + Azy
when the parameters “l'HZ'Al’AZ are small. It is
assumed that all functions are smooth, that f1 and f2
are periodic of period T, and that for
(u1.u2.Al,A2) = 0, there exists a periodic solution
(p(t),q(t)) of least period T. We investigate the
existence and bifurcation of T-periodic solutions near
(p(t+a),q(t+a)) (a in [O,T]) when (ul,u2,Kl,A2) is
near the origin.
In the first part of the thesis, we assume that the
corresponding linearized homogeneous equation has a one-
dimensional null space and in sectorial regions of a
neighborhood of the origin in fig; obtain results on the
existence and numbers of solutions which reduce to
Beth Angela Barron
(p(t+a),q(t+a)) (a E [O,T]) at the origin. In the second
part we assume a two dimensional null space and that
A1 = A
plane in which there exist solutions which reduce to
2 = 0. We then describe regions in the ul-uz
(p(t+a),q(t+o)) (a E [O,T]) at the origin.
To my parents
ii
ACKNOWLEDGEMENTS
I would like to thank my thesis advisor,
Dr. Shui Nee Chow, for his guidance and concern. I
am especially grateful for his enthusiasm, which has
made the last few years so enjoyable.
iii
TABLE OF CONTENTS
List of Figures.
Chapter I: Introduction
Chapter II: One Dimensional Null Space.
§l. Introduction.
§2. Change of Coordinates . . . .
§3. Liapunov-Schmidt Method and Scaling
§4. Local Results for Some Specific Cases
§5. The Undamped Problem.
§6. Proofs of Lemmas.
§7. The Theorem for Four Parameters
Chapter III: Two Dimensional Null Space
§l. Preliminaries
§2. Scaling
§3. The Case for [JL(aO)]*L’(cO)wO # O
§4. The Case for [JL(aO)]*L’(orO)wO = O
§5. Conditions for Existence of a Solution
to the Reduced Prdblem.
§6. Statements of Results
Bibliography
iv
Page
<
s r» 0‘
13
19
24
30
36
36
38
41
44
48
55
63
Figure
Figure
Figure
Figure
Figure
Figure
LIST OF FIGURES
L(a) and the corresponding
bifurcation curves.
Curve on which solutions are defined.
Newton's Polygons for equations (5.4)
One region in which solutions exist
Solution regions when
[JL(GO)]*L’(ao)wO # 0
Solution regions when
[JL(a0)]*L’(ao)wO = o
Page
29
44
51
57
58
61
CHAPTER I
INTRODUCTION
Problems in nonlinear oscillation arise frequently
in the study of mechanical and electrical systems. Such
prdblems have been studied extensively, but due to their
complexity, most of the knowledge of these problems is
applicable only in specific cases.
Perhaps the best known example of nonlinear
oscillation is the simple pendulum [ED], for Which the
equation is
2« .
mt x + mgfi Sin x = 0
where m is the attached mass, I the length, x the
angular displacement, and g the acceleration of gravity.
Many other examples are discussed by Andronov, Vitt, and
Khaikin in Theory of Oscillators [1.]. The general
equation
(1.1) x + g(x) = 0
describes many such oscillatory motions Which occur with
no external forcing or damping. In practice damping, such
as friction, and external forcing will be present, at
least in small amounts. This may be represented by the
equation
(1.2) i +g(x) = uf(t) + xx
where A and u are near zero. It is usually assumed
that (1.1) has a periodic solution x0(t) of the same
period as f(t).
In recent papers, Loud [‘7] and Hale and Taboas ['6]
have considered this equation where A and u vary
independently. For (u,l) near the origin and in a
sectorial region about a certain line in the u-A plane,
Loud observes solutions near x0(t+o) for small values
of a. He also observes that these solutions are dis-
continuous at the origin [‘7].
Hale and Taboas [ 6] use a different method to obtain
bifurcation curves and a characterization of the number of
solutions in an entire neighborhood of the origin in the
u-A plane. It is important that these solutions do not
remain close to x0(t+oo) for a particular value of do
but rather to a family {x0(t+o)} where a varies over
a compact set. Thus the classical perturbation method
cannot be used to investigate these solutions in an entire
neighborhood of the origin. Also the solutions will not
be continuous at the origin.
In this thesis. we examine the system of equations
i + g(x.y) ulfl(t) + ilk
y-+'h(x.y) u2let) + Azy
which describes a coupled system of oscillators. In
Chapter II, we assume that the homogeneous linear equation
has a null space of dimension one. Our method is similar
to that of Hale and Taboas [ 6]. We obtain results for
(u1,u2,ll.k2) in a neighborhood of the origin in IR4 ,
where we allow the parameters to vary independently in
the spirit of Chow, Hale, and Mallet-Paret [ 2,3]. Results
for a single equation may be obtained as a special case of
the main theorem of Chapter II.
In Chapter III, we consider the more complex case
where the homogeneous linear equation has a two dimensional
null space. This case is not meaningful for a single
equation, but can be considered for a system of equations.
We consider this case without damping, and find that for
(u1,u2) near 0, solutions near a known solution of the
homogeneous equation occur only on manifolds or in certain
narrow regions, which we describe precisely.
CHAPTER II
ONE DIMENSIONAL NULL SPACE
§l. Introduction
In all that follows we will be considering the coupled
system of second order. scalar equations
i + g(x.y) O
(1.1)
o
y + h(x,y)
and certain perturbations of this system. We will assume
that g, h and all other functions introduced are as smooth
as is required.
We also assume that (p(t),q(t)) is a periodic solution
of (1.1) of least period T > O; in particular,
i5(t) + g(p(t).q(t)) o
(1.2)
c'i(t) + h
(a) 5(a) cam) q‘mw: = o
10
and
PO -~
c"1
(3.4)(b) Q = O.
O
CO
L 2...
where ml and $2 are as defined in (2.3)(b).
In this chapter, we are concerned only with the case
m = 1, in which S and X are uniquely defined. For
any do E [O,T], the Implicit Function Theorem now
guarantees the existence of E(t,ul,u2,A1.A2,o),
‘W(t,ul,u2.kl,k2,o) which satisfy (3.4)(a) for
(“l’HZ'Al'AZ'm in a neighborhood in IR4 x [O,T] of
* ~
[O,O,O,O,a0] . For such “'“1'H2'x1' and A z and
2.
‘W will be the unique solution of (3.5)(a) in a neighbor-
hood U : 9% of [0,0]*: moreover E and W’ will depend
smoothly on all parameters. In addition, 5 and W are
0(lull+lu2l+lkll+lle) [as (ul.u2.xl,x2)401
uniformly for a E [O,T].
Therefore the prdblem is reduced to one of locating
values of o for which the operator Q and the functions
O1 and $2, defined by replacing z and w by E and
W in (2.3)(b), satisfy (3.4)(b). Using the definitions
of $1,m2, and Q and denoting by
[r(t+o),r(t+o),s(t+o),s(t+o)] the vector w(t), we may
rewrite (3.4)(b) as
ll
“1 "1
(3.5) L(or) + K + E(u1,u2.>.1.).2,o) = O
>.
“21 L 2
T T
where L(c) = [ j r(t+o)fl(t)dt j s(t+o)f2(t)dt],
o o
T T
K = [ j r(t+o)p(t+a)dt j s(t+o)q(t+o)dt],
o o
and E(ul.u2.xl.K2.O) =
T . .
= J‘ {r(t+c1) [x1E+G(t,§,w,o)] + s(t+a) [AZW+H(t.E.W.c)lldt.
0
We note that since G and H are o(]zI-tlw]) and Z,W,
and hence : and ‘W are O(]ul]4-2u2]+-]k1]+-]k21), E
must be o(]ul]+lu2]+]>.1]+ “.21).
We hope to solve equation (3.5) for a in terms of
u1,u2,xl.kz in a neighborhood of the origin in 351.
However, the Implicit Function Theorem cannot be used with
equation (3.5) in its present form. Therefore we shall make
a change of scale on the variables ul,u2,ll.x2. In order
to guarantee that our results on the scaled prdblem will be
applicable to the original prdblem, we prove the following
lemma.
Lemma 3.2. Let F: IR x Rn 4 mm be smooth and
f(ox,n) = B(o)n + E(o,n) where n e JRn,c1 e IR,B(O) is an
m x n matrix and E(o,r) = 0(lnl) uniformly for
a e [O,T]. Let n = ELE- and F(a,u.~,6) = E-lF(O.€UJ-).
Suppose there exists mo and an open set U in IQ] xIR
containing (wO.O) and (-wO,O) and a function 5(m,€)
12
defined on U such that 3(wo.0) = 5(-wo.0) = O and
5(w,€) is the unique solution of F(5(w,€),w,€) = O for
(w.€) E U. If (wl.€l) and (w2,62) E U, 61 # O and
Qlwl = €2w2,
then C(wl'el) = 0(w2.€2).
Proof. Let E(0,w,6) = E-ZE(G,Ew). Then the first
of the following statements is true by hypothesis and the
others are equivalent.
B(5(wl.el))w1 + 61E(a’ = o
5(5(w1.€1).w2.€2) = 0
By our hypothesis, 5(w2.62) is the unique solution of
F(a,w2.€2) = o and thus 5“”1'61) = 3(w2.62). r:
The import of this lemma is that we can define 5(n)
to be 5(w,€) for any (w,€) such that n = 6w # O,
and am) will satisfy mamm) = o.
For the remainder of this chapter, we will consider
the problem
A
U
(3.5) L(o)[l +K 1 >. x :0
[f2 )‘2
as already reformulated in this section with the change of
+ E(a.el.u2. 1' 2)
scale suggested above.
“1 i- All
We let = Em and ' ' = 4y where m and v are
u 1 ~
‘2 L 2
J
13
in R2, and define
Eia.w.Y.E) = 6-2E(o,6wl.6w2.éyl,€yz). Then (3.5) may be
rewritten as
(3.6) F(a.w.Y.€) L(cx)w + KY + eE(a.w.y.€) = 0.
Because of Lemma 3.2, solving (3.6) for 5(w.Y.E) is
equivalent to solving (3.5) for 5(ul,u2,kl,az) in the
appropriate neighborhoods.
§4. Local Results for Some Specific Cases
Before stating a general result, we examine a couple
of specific cases. For the remainder of this chapter, we
will assume that (wO'YO) is a point in R4 of magnitude
one, and that for all a, L(a) ¥ [0,0].
First we suppose there exists a point (a0,wO.YO)
such that L(a0)wO + KY0 = O and L’(c10)u)O # O. In terms
of F, this means that F(oo,w0,yo,0) = O and
DaF(aO’wO'YO'O) # 0. Thus by the Implicit Function Theorem,
there exists a unique function 3(w,y,€) defined in a
neighborhood V of (WO'YO'O) such that
(CO: (.00: YO)
N = ~ E .
a(0,0,0) GO and F(o(w,y,6),w.Y.€) O in V(co'wo'Yo).
We may take to be of the form BX(-E )
V ,6
where B is a ball about (wO'YO) in 351. The value of
60 W111 of course depend on (GO.wO.YO).
Next we suppose instead that (GO'WO'YO) is a point
which satisfies the conditions L(oo)u¢O + KY0 = O;
L'(ao)wO = O; L”(oo)wo # 0. We will assume L”(oo)o;O < O:
the result will be similar if L”(oo)wo > O. In terms of
14
F, we have
_ . 2
F(0 .0) — O. DaF(a .0) — o, DaF(o
O'wO’YO o’wo'Yo O'wO'YO
If we assume F is a CCD function, we may apply the
Malgrange Preparation Theorem [44]. This theorem implies
that in a neighborhood of (o0.wO,YO.O), F may be
expressed as
F(alinI€) = g(aIWoYoE) [02+Orl(w:Y:€) + r2(wlYI€)]
for some COD functions r1,r2 and q where
q(oo,wo,vo.0) # O. For almost every (w0,yO,O), there
will be either two values of c or no values of o for
which F(o.w.v.€) = O.
This is essentially the result in which we are
interested. but in order to obtain more specific infor—
mation, we will prove this by a more direct method.
Moreover our proof will not require F to be a CCD
function.
By the Implicit Function Theorem, there exists a
neighborhood V of (wO’YO'O) and a unique function
5(w.Y.€) defined on V such that awa'YO'O) = do and
DGF(5(w.Y.€).w.Y.E) = O for (w.Y.E) E V.
We define M: V 4 R by
M(w.Y.E) = F(3(w.v.€).w.v.6).
For fixed (w.Y.E) in V, M(w,y,E) is a local maximum
of F(o,w,y,€) with respect to o.
.0) < 0.
15
Let
m = {(w,y,€) E V: M(w.Y.E) = 01.
Since M(wO .0) = F(d .0) = 0. it follows that
1Y0 OowOoYO
(wO'YO'O) E m, and it is easily seen that m is a
manifold of codimension one. We may assume V is chosen
sufficiently small for the following to hold:
(4.1) There exists an interval I about dO such that
F(d,w,y,€) < M(w,y,€) for all (w,Y,€) 6 V and d E I:
moreover if d E I - [do] and (w,y,€) 6 V, then
L(a)w + MY # o.
(4.2) m. divides V - m into exactly two simply connected
regions, V1 and V2, such that in V1. M(w,y,€) < 0
and in V2. M(w.Y.€) > O.
(4.3) HIV), the image of V under a} is contained in
I. and the distance from div) to the complement of I is
at least as large as sup \/2B-1M(w.v,6) where B
O
(wIYIE) 6V
is a positive lower bound for -D§F(d,w.Y.E) in I x V.
O
(4.4) V is of the form B x (-EO,€O) where B is a ball
about (wO'YO) in n51. The value of E0 again depends
on (GOIwOIYo) 0
Under these assumptions on V, we can prove the
following theorem.
Theorem 4.1. Let F: 32 XIRS 4 HR be a C2 function
H . g .
and (do,iO.YO,O) a p01nt tor which
16
_ . 2
F(aoleIYOIO) “ O7 DaF(aOIwOIYOIO) " 0: DOF(OOIWOIYOIO) < 0°
Let the interval I and neighborhoods V,V1,V2 be as
defined above and satisfy conditions (4.1) - (4.4). Then
there exist exactly two functions 51 and 52 defined
on \72 and distinct in v2 such that for i = 1,2,
ai(wo.vo.0) = a0 and F(ci(w.Y.€).w.Y.€) = O. (w.Y.E) 6 V2.
If (w,y,€) E V then F(d,w,y,€) # O for all d E I.
2'
Proof. First let's suppose (w.Y,€) is in V1, and
let d E I. In this case we know
F(d.w.Y.€) < M(w.Y.€) < 0.
Therefore F(G,w,Y,€) < 0 for all points (d,w.y.6) in
I x V, and so there is no solution of F(d,w.Y.E) = 0.
Next let's suppose (w.Y.€) is an arbitrary point
in V2. Recall that so is a positive lower bound for
-D§F on I x V. For any d E I the following is true.
M(w:Y:€) " F(alwlYI€)
F(Elw.y.6).w.y.e) - F(O.w.Y.E)
d
= j DaF(a,w.Y.E)da
5(w.Y.€)
a —
= -]’ [DGF(G(w.Y.€).w.Y.€)
a(w.Y.E)
a
r a 1 ~ —
+ u D2F(b.&.Y.t)db]da —
17
C1
.._ l [ j -o§(b,w.v.6)db1da
[a«-Elw.v.t)lst/2.
By hypothesis (4.3), I contains values for which
[a-aiw.v.€)]BO/2 > M(w.Y.E).
Since
F(d,w,y,€) < M(w.Y.€) for all d E I,
it follows that there exist dl.d2 e I such that
d1 < d(w,y,6) < d2: F(di.w.Y.E) = 0,DaF(di.w.Y.E) # 0
for i = 1,2.
Since (w.Y.€) was an arbitrary point in V and
2
DaF(di,w,Y,E) # 0, i = 1,2, the Implicit Function Theorem
implies the existence of functions 51(w.Y.E) and
82(w,y,6) defined on v2 such that
Ftdi(w.y,6).w.y.6) = o for a11 (w.Y.€) in v and
i = 1,2. Moreover,
lim 5.(w.v.€) = am .y .e ). i = 1.2.
(w.Y.€)4(wl.Yl.El)tM 1 l l l
O, a similar argument shows that our results
hold with V1 and V2 reversed.
19
§5. The Undamped Problem
In this section we consider the special case in which
there is no damping. This case is of interest both in its
own right and also because the proof, while very similar
to the one in the general case, is more easily visualized
than in the higher dimensional case.
This case corresponds to letting y = 0 in (3.6).
Thus in this section we will assume that wo is a point
in R2 of magnitude one and consider the equation
(5.1) F(O,w,€) = L(d)w + eE(a,w,6) = 0
under the following hypotheses:
(5.2) L(d) is never 0.
(5.3) The set 0 = [(do,w0): L(d0)wO = 0 and
I = o . . II
L (do)wO 0] is finite and L (don)O # 0 for all
(0 )eo.
o‘wo
(5.4) For a given w there is at most one dO for
O'
which (comb) E 0..
Each of these hypotheses is generic: moreover (5.4) is
actually unnecessary as we shall see in the proof, but it
simplifies the counting procedures.
Let 0a = [d E [O,T): (d,w) 6 C for some d].
Hypothesis (5.3) implies CO is finite. Let n be the
cardinality of Ga. Since (do.wo) E G if and only if
) E 0, it follows that C has 2n elements.
20
For a given w there are two possibilities:
0!
(5.5) L(d)wO # 0 for all d. or
(5.6) the set Sm0 = [d:L(d)u)O = 0] is finite and each
d0 6 SmO satisfies exactly one of the following:
(5.6) (a) L’(d0)w0 7! o
(5.6) (b) (do.wo) E Q.
with at most one d0 6 SmO satisfying (5.6)(b).
First we consider an m which satisfies (5.5).
0
Since L(d)wO is never zero, the function [F(d,wo,0)§
achieves a positive minimum for some d E [O,T]. Therefore
there exists a neighborhood Vw of (w0,0) such that
O
F([O,T] x Vw ) is bounded away from zero. We may take Vw
O O
to be of the form B5(wo)(wo) x (-€(wo),6(wo)) where
) about w in 1R2.
O
Bb(wo)(w0) is a ball of radius 6(w O
For points (do.w0) which satisfy (5.6)(a) or (5.6)(b),
we define V(ao'w0) to be the PIOJeCtlon Of the v(d0,w0,0)
0].
defined in the previous section into the space {y
We may assume that the neighborhoods V(d about points
Oiwo)
(d0.wo) in Q are disjoint, so that the function M,
which has already been defined for each V(a ‘ ), will be
0"“0
well defined on L} V . We may also assume
(d w )6? (Go’wo)
o' o ‘
that V(ao'wo) and v(ao'-wo) are symmetric With respect
to the origin. Then for wo satisfying (5.6) we may define
21
<2
I
I)
V .
which will then also be of the form
Now for each mo 6 1R2 with norm one we have defined
a neighborhood Vw . The set {Vw ] forms an Open covering
O O
of the set [[w) = 1], and thus there is a finite sub-
covering, [V ,V ,...V ]. Let
ml wz wj
W = [wilvw is in the finite subcovering]
LMw[(d,w) E 0 for some d]. Furthermore, let
A = [(w.€): 1-60 < (w) < 1+6O;l€[ < 60)
where
and 60 is chosen small enough that A will be contained
in L) V . Note that 6 and 6 must be positive but
men mi 0 O
can be chosen as small as desired. Thus no contradictions
will arise if 60 and 60 must be decreased to satisfy
an additional condition which will be specified later.
We will next state seven lemmas which outline our
results for this prdblem. We will then summarize these
results in a theorem. which will be proved by proving the
seven lemmas.
Lemma 5.1. Let (Gi'wi) be in C and let the map
Mi and the 2-manifold Vi passing through (TO,0) be
as defined in §4. (Actually this is a reduction of what
22
was done in Q4 to the case where y E 0.). Then each mi
intersects the boundary of A in a closed curve which is
not contractable to a point in the boundary of A, and the
Zn
2n manifolds mi divide A - L) mi into 2n connected
i=1
components.
Lemma 5.2. The number of solutions a (w.€) of (5.1)
is constant in each component, and these 3's can be
defined smoothly on the entire component.
Lemma 5.3. The number of solutions changes by two as
(w.€) moves across Mi from one component into another.
Lemma 5.4. Let (w1,€l) and (w2.€2) be two points
in A such that elwl = Ezwz and El # 0. If a solution
3 is defined for either point, it is defined for both, and
92
(w1,€1) = 5 (w2,62). If M is defined for both points,
then 61M (w1,61) = 62M (w2.€2).
Let N be a ball of radius 60 about the origin in
1R2, and define a map P ‘Which maps A onto a neighborhood
containing N by P(w,€) = 6w. Let C1 = filmi). Then the
following will be true.
Lemma 5.5. There are exactly n curves Ci given by
Ci = 5(mi), each continuous and passing through the origin.
Lemma 5.6. For each (Gi'wi) E Q, exactly one of the
R) at the
(1'\
curves Ci is tangent to the line u = twi (t
origin.
23
Lemma 5.7. The n curves Ci divide N into
exactly 2n regions. The number of solutions d of the
equation
“1
(5.7) L(d) “2 + E(a.ul.u2) = o
is constant in each region and is the same as the number in
the diagonally Opposite region and in the corresponding
region of A.
The following Theorem and its Corollaries summarize
the results and will be proved by proving Lemmas 5.1 - 5.7.
Theorem 5.8. Consider the prdblem
i + g(x,y) = Hlfl
(5.8) u
y + h(x.y) = “2f2
where g, h. fl, and f2 are smooth and f1, and f2
are T-periodic functions of t. Suppose that (p(t),q(t))
is a solution of (5.8) and that (p(t),q(t)) is the unique,
up to constant multiples, T-periodic solution of
5% + gx(p(t).q(t))x + g (p(t).q(t))y = o
y
(5.9) ,,
y + hx(p(t) .q(t))x + hy(P(t).q(t))y = O.
T T
Let L(d) = [ j r(t+d)fl(t)dt I s(t+d)f2(t)dt] where
o o
[r(t),s(t)] is the T-periodic solution of the adjoint
equation. Suppose further that L(d) is never zero: the set
A'—.( . ‘r = I \
u — .(do,wo). L(do)u.O 0 and L (do)u
(of cardinality 2n) and L”(dO)o;O # 0 for all
0 = 0} is finite
24
(d ) E Q; and for a given there is at most one
(.00:
) 6 0. Then there exists a neighbor-
0"”0
d for which (d
o 0"”0
hood N of the origin in IR2 and exactly n curves Ci
which pass through the origin and divide N into 2n
regions such that the number of T-periodic solutions of
(5.8) is constant in each region and changes by two as u
crosses one of the Ci from one region into another. For
each me such that (do,w0) 6 0, there is exactly one of
the Ci which is tangent to the line u = tw (t 6 R) at
O
the origin.
Proof. This theorem follows immediately from Lemmas
5.1 - 5.7, which will be proven in the next section. B
Under the same assumptions. the following corollaries
are true and follow from the proofs in the next section.
Corollary 5.9. If the winding number of the closed
curve L(d) (O g_d g'T) in R2 is nonzero, then for each
u E N, there exist at least two T-periodic solutions of
(5.8).
Corollary 5.10. If 0 is empty, then there exist
exactly two T-periodic solutions of (5.8) for each u in
N—[O].
§6. Proofs of Lemmas
In this section we will prove the seven lemmas stated
in §5.
25
Proof of Lemma 5.1. Let (d O) E Q, and consider
O.w
the function M(w,6) as defined in §4. The set
l(w,€): M(w,€) = 0] is the manifold mi passing through
(w0.0). DwM(wO.O) = L(GO) and DEM(w0'O) = E(w0.ao.0)
which is bounded. Thus the 3-vector [L(do),E(wO.dO,0)]
is normal to mi. Now since L(do) is orthogonal to wO'
it follows that Wk. intersects the curve [lw0]=l,6=0]
transversally. Thus for 60 and 50 chosen sufficiently
small, mi is homeomorphic to a disc which intersects the
boundary of A in a closed curve which is not contractable
to a point in the boundary of A. For each point (di.wi)
in Q, the point (di,-wi) is also in 0. Since 0a has
cardinality n, 0 has cardinality 2n. For each of the
Zn values (ai'wi) in 0 there exists a manifold mi of
the form just described. We can choose 60 and 60 as
small as necessary to insure that each of the manifolds
intersect the boundary of A appropriately and that no two
of the mi intersect in A. If follows that the mi will
divide A into 2n connected regions.
Before continuing, let us prove the following lemma,
which will be of use both here and in the next sections.
Lemma 6.1. Let 0 be an open connected subset of
EU} and F(d,z) a Cl function from [O,T] x 0 into R
which is T-periodic in d. If
(6.1) )DGF(G,Z)] + [F(c,z)[ s o for (d,z) e [O,T] x s,
then the number of solutions d(z) (d(z) + nT considered
the same for all integers n) of F(d(z),z) = 0 is
26
constant in O, and these functions may be defined as
continuous functions of z in 0. If
S = [(0,2) 6 [O,T) x 0: DaF(d,z) = 0], then the number of
solutions di(z) for which (di(z)-+nT,z) i S for all
z E O is constant.
Proof, By the Implicit Function Theorem, a solution
at any point at which DaF # 0 is defined uniquely in a
neighborhood of that point and may be continued into over-
lapping neighborhoods unless DGF(d(z),z) approaches zero
at the edge of some neighborhood. Therefore d(z) may be
defined continuously in any open subset of O in which
DaF(d(z),z) # O, and the number of solutions may change
only at a point for which DOF(d,z) = 0. Thus the number
of solutions for which DGF(d(z),z) # O in 0 is
constant. B
Proof of Lemma 5.2. This follows directly from
Lemma 6.1 since each region satisfies condition (6.1) on
O. [3
Proof of Lemma 5.3. Let (20,60) 6 mi and let d
be such that (dO,zO,€O) satisfies
O
F(d ) = 0; D F(d .E ) = O.
a O
o'zo,to 0.20
We have seen in §4 that there are two solutions
d(z) of F(d(z),z) = 0, d(zo) = do on one side of M1
and none on the other. All other solutions satisfy the
conditions of the lemma and so their number is constant.
27
Therefore the total number changes by two as mi is
crossed. D
Proof of Lemma 5.4. Let (w1,€1) and (w2.€2) be
two points in A such that élwl = €2w2 and 61 # 0.
First suppose that both (w1,61) and (w2,€2) are
in one of the neighborhoods V for which
(d ) 6 0. By our results in §4, functions 5' and M
o"”o
are defined on V, and Lemma 3.2 may be applied to the
function 5' on V. Then for i = l or 2,
M(wi.€i) L(O(wi.€i))wi + €iE(wi.a(wi.€i).€i)
-1 __ ._
61 [L(d(wi,€i))€iwi + E(Eiwi,d(wi,€i)).
Since d(w1,61) = d(w2,€2) by Lemma 3.2 and Elwl = Ezwz.
it follows that €1M(w1.61) = €2M(w2.€2). If M is defined
for both (w1.61) and (w2,62), and they are not in the
same V then it must be that (wl,€l) 6 V
and (w2,€2) E V(a0'-w0). In this case we conSider d as
defined on V(ao'w0) LJV(OO'_wO) and the remainder of the
proof is identical.
Because of what we have just proved, all (w1,61) and
(w2,€2) for which Elwl = Ezwz Will be on the same or
antipodal manifolds mi or will be in the same or anti-
2n ~
podal components of A — Ll mi. Thus if d is defined
i=1
for (wl,El), it is defined on the entire component con-
taining (wl'él) and on the antipodal component, one of
28
which contains (w2.€2). Therefore, we may apply Lemma 3.2
and this completes the proof. E
Proof of Lemma 5.5. We have seen that if Elwl = Ezwz.
then and (w1,€1) is on one of the manifolds, (w2,€2) is
on the same or antipodal manifold. Thus each manifold is
mapped by P to a curve in ZIP.2 . Moreover manifolds which
are antipodal are mapped by P to the same curve Ci“
Thus there are exactly n curves Ci' each given by
Ci = F(mi). For each mi. there is some mo for which
(w0,0) is on mi and so each Ci passes through the
origin. [1
Proof of Lemma 5.6. Let Ci = 5(mi) where mi is
the manifold passing through (w0.0). Recall that
Mi(w.0) = 0 only for w = w and thus lim u): w
O 640 O'
(w.€)€7f(i
This implies that
lim (u/lul) = lim P(w.E)/[P(w,€)[ = iwo.
uao 6&0
(16Ci (w.€)€mi
Therefore Ci is tangent to the line u = tw (t 6 EU
0
at the origin. [3
Proof of Lemma 5.7. From the above description of
the Ci' we know that they intersect only at the origin
and there transversally, and that each intersects the
boundary of N twice. Thus they must split N into
exactly 2n regions. Corresponding to each solution
29
3 (w.E) defined in A, we may define E on N—[O] by
5(ul.u2) = 5(m,6) where 6w = u.
a is well defined on N—[O] by Lemma 5.4 and is a solution
of (5.7) by the way it is defined. Clearly there are no
additional solutions of (5.7) in N-lO], since a corre-
sponding solution could be defined in A. Therefore a
region in N has the same number of solutions as the
corresponding region in A and in fact, diagonally opposite
regions in N correspond to the same region in A, one for
E > 0, the other for 6 < 0. Therefore diagonally opposite
regions have the same number of solutions. D
Figure l. L(d) and the corresponding bifurcation curves.
3O
§7- The Theorem for Four Parameters
Next, let us consider a point (d ,0) at which:
o'wo'Yo
L(do)wO + MYO = 0
I -
L (d0)wO - 0
L”(do)wO = 0
L (a0)w0 # 0
”I )
Without loss of generality we may assume that L (d0 < 0.
mo
Recall that [w = 1. By arguments similar to those in
(
O'YO‘
§4 we can show that there is a unique function 3(w,y,6)
2 =
such that DaF(d(w,Y,€),w.Y.€) = O for all (w,y,€) in a
neighborhood V, of (wO'YO’O) and d(wo,yo.0) = do.
Define M(w,Y.E) = DaF(§(w.Y.E),w,y,€), and
1' and V2 be
analogous to V, V1, and V2 in §4. For (w.v.€) 6 V1,
fi= Hum/.6) 6 V\fi(w.y.€) = 0). Let \‘7, V
there is no solution d to DGF(G,w,Y,E) = 0 and for
(w,y,€) 6 V2, there are two solutions, di(w.Y.€) such
i = 1,2. Next we define M1 on V2 L’fi by
Mi(w.Y.€) = F(Ei(w.y.6).w.v,e) and define
Si: [(on06) EVUW‘MiUDIYoE) :0]. Let W: SlUSZ.
We claim m is a 3-manifold containing (wO.YO,0).
Referring again to the analoqous argument in §4, we
see that lim ao—(WIYIE) = 3(a) IY IE )7
(ova-m; y em»? 1 2 2 2
I_I 2' 2’ 2
thus on fi, 5: = 5? = 3. Therefore
81 Fifi = 82 Fifi = Sl p182 Fifi, which is nonempty since
31
(wOIYOIO) E 51 n 52 (17/7. Let
Fa(3(u.v.6) .w.Y.€)
G(w.Y.€) ,_
F(d.(w.v.6).w.v.€)
[L’(do) o]
as
"""'—_' t (0.) I Y 00) = '
Ludo) K.)
which has rank two unless K = [0,0]. We will consider
this possibility later, so for now we may suppose
K # [0,0]. Thus S F‘fis the zero set of G, has
1
codimension two. Furthermore if (w1,v1,€1) is a point
such that dl(wl.vl.€1) = d2(wl.vl.El) then at
(w1.Y1.61) we also have
ad ad2
1 -
6(onoe) (wlIYllel) - 6(w'Y'e) (wl'Yl'El).
Since each Si is a manifold of codimension one, m is
a manifold of codimension one in IRS , that is, a
4amanifold.
As in §5, we may now show that there are two solutions
5(w,y,€) of F(d,w,Y,E) = O, 5(wo,yo.0) = do, on one side
of m, and none on the other.
In the above, we made the assumption that K # [0,0].
Let us now consider this case under the additional
(generic) assumption that L”(do)u)O # 0 whenever
L(do)wO = 0 and L’(do)u:O = 0. This case now essentially
reduces to the case in §5. For each curve Ci in space
{A = 0] defined in @5, we will now have a 3—manifold
containing Ci and tangent to the hyperplane
u = two (t 6 EU .
32
Finally, we will state a theorem concerning the
bifurcation surfaces in the general case.
Theorem 7.1. Consider the problem
i + g(x,y) ulfl + Alx
(7.1)
5; + h(x,y) = uzfz + 12y
where g, h, f1, and f2 are smooth and f1 and f2
are T-periodic functions of t. Suppose that (p(t),q(t))
is a solution of (7.1) and that (p(t),q(t)) is the
unique, up to constant multiples, T-periodic solution of
:2 + gx(p(t).q(t))x + gy(p(t) .q(t))y = o
i} + hx(p(t).q(t))x + hy(p(t).q(t))y = o.
T T
Let L(d) = [I r(t+d)fl(t)dt f s(t+d)f2(t)dt . Suppose
O 0
also that K has a null space of dimension one; L(d)
' . = f ' =
is never zero. the set 0 ‘(ao'wO'Y0)‘ L(do)wO + KY0 0,
I - II _ . . .
L (d0)wO - 0, and L (do)wO — O] is finite and
Ill . o
L (d0)wO ¥ 0 for all (d0.w0.yo) E Q. for a given
(wO'YO) there is at most one dO for which
(d ) E 0. Then there exists a neighborhood N of
GOwOIYO
the origin and a 3-surface S C N (i.e. a "surface" of
codimension l) which is symmetric with respect to the
origin and consists of the origin and the union of
3-manifolds, each of which passes through the origin. If
(GO'wO'YO) satisfies L(d )w + Ky = 0,
O O O
L'(Go)w0 = O: and 3w 1 +
33
then the line t(wo,y0) is tangent to S at the origin.
The number of solutions of (7.1) is constant in each
connected component of N - S and changes by two as S
is crossed transversally.
Proof. We begin by defining
_ (2 2 2 _ _
C — {(wO.YO.O).lYO( < (me) + (YO) - l. L(G)wO+KYO — O
and L’(d)wO = O for some d]. C is a 2-surface on
S3 x [0], and each point on C is described by either
the results in this section or the second case in §4.
Thus through each point (wO'YO'O) 6 C, there is a
4+manifold which divides a neighborhood V of (w 0)
QIYOI
into two parts, one in Which there are two solutions
3(w.v.€) of F(a.w.Y.€) = o, 3(w0.vo.0) = do (where a
is the value for Which L(d0)wO + KY0 = 0 and
O
L’(do)wO = 0) and the other in which there are none.
Now let (wO'YO) be an arbitrary point on 53.
Exactly one of the following is true:
(7.2) There is no value of d for which L(d)wO + KY0 = 0.
. = { I = .
(7 3) 8(w0'YO) \G[L(G)wO4-KYO 0] is nonempty and
finite. Each di 6 S( satisfies exactly one of the
following.
(7.3) (a) L’(<:(i)uuO 7‘ 0
ll
0
L"
HQ
08
‘iL
O
(7.3)(b) I.’U1.)w
(7.3)(c) L’(d.)u
u
o
r.
6‘
H.
E:
u
o
t“
(7.4) N
34
We have just discussed cases (7.3)(b) and (c) and
we dealt with case (7.3)(a) in §4. We may define neighbor-
hoods V of the points satisfying case 2 by
((1)0. YO)
intersections as in §6. Case (7) is analagous to the
corresponding case (5.5) in §5, and in the same manner
as there, we may define a neighborhood V of
(wo'Yo)
(wO'YO'O) in which (3.5) has no solution.
We now delete from S3 x I! arbitrarily small balls
N1 and N2 about (0,Yo.0) and (0,-YO,O), where
(0,y0) satisfies (7.4). What remains, S3 x [0] - (NlLJNZ),
is a compact set of points about which we have defined
3
neighborhoods V(w We may cover S x [O] - (NlLJNZ)
0! Y0)
with a finite set of V in which we include a
(wooYo)'
covering of C - (NllJNz). Let 60 be such that if
A = [(w,y,€) 6 IRS: d((w,y:€),W) < 60]; the finite covering
also covers A. Let 60 also be small enough to guarantee
that each component of the set Where 5 intersects itself
has an element for which E = 0 (That is C intersects
itself only when C does). Because the functions
d(w,y,€) which are the basis for defining the manifolds
which comprise 5 satisfy the conditions of Lemma 11.2
where the F in the lemma is DGF, the 5' are defined
continuously in a neighborhood of C except at points
at which D§(O,w,Y,E) = 0. We have already shown that there
is a single manifold at these points, and so 5 is itself
a manifold through C except at points of intersection
where it is locally the intersection of two manifolds.
35
Now let N be a ball about the origin in IR4 of
4
radius 6 and let P: A a it be defined by
0’
P(w,y,E) = (Ew,Ey). P maps A onto a neighborhood of
the origin which contains N, and P maps 5 onto a
3-surface which we shall call S, and P(N1LJN2) contains
the intersection of the manifolds which make up S. We
may again use Lemma 3.2 to define solutions 5(u,v,kl.12)
in N. Moreover if (wO'YO’O) 6 C. (u.K) = t(wo,y0) is
tangent to S. The proofs are similar to those in §5 and
§6.
CHAPTER III
TWO DIMENSIONAL NULL SPACE
§l. Preliminaries
In the last chapter we assumed that the equation
H “2(t)
z + [gx(p(t+c) .q(t+c)).g (p(t+a) oCI(t+G)][ ] = o
y w(t)
(1.1)
= o
*z(t)
w + [h (p(t+a) .q(t+d)) .h (h(t+0() .q(t+a) ][ ]
X Y w(t)
had a T-periodic solution (p(t+d),q(t+d)) which was unique
up to constant multiples. In this chapter, we will assume
that (1.1) has exactly two linearly independent T-periodic
solutions, (p(t+d),q(t+d)) and (E(t+a),§(t+d)), and we
will consider the equation
§ + g(x.y) = ulfl
(1.2)
y + h(x.y) = uzf2
where pl and “2 are near zero.
We recall that by Lemma II.3.1, the conditions
"21‘ ' 0 1
22 elflh) +G('.z.W.G)
(1.3) (a) = %B(I-Q)
w ’ O
l .
Lw2“ L¢2f2(.) +H(°,Z,w,0)_~
36
37
for some B: (I-Q)9T -0 IR2 such that
(woman +VO(O.=p)l[i>(c1) 6(a) 4(a) Ei(a)]* s 0, 5(0) _._ o,
[ o 1
(1.3)(b) ulfl(-)-+G(°,z.W.O)E
O
i
!
l
I
U2f2(.) +H(°ozowoc)-!
are necessary and sufficient for (1.2) to have a
T-periodic solution. Moreover such a solution must be
of the form
x(t) p(t+d) + z(t)
y(t) q(t+c) + w(t)
where (z,z,w,W) satisfy (1.3).
As in the previous chapter, the Implicit Function
Theorem implies the existence of EB(t,u1,u2,d) and
*wa(t,ul,u2,d) which satisfy (1.3)(a) for
(u1,u2,d) in a neighbornood of [O,O,d0]* in
1R2 x [O,T]. Note that in this case, B(@) cannot be defined
uniquely as in Chapter II, and so E and G will depend
on B. This gives rise to a one-parameter family of
solutions 3 and G of (1.3)(a). For now, we will
assume that we have chosen a particular B which satisfies
(1.4) [¢(O)B(cp)+v (O.@)l*[15(a)§(0)q(a)c'i(cx)]* = 0: (8(0) = O.
O
In §6, we will discuss the results if B is allowed
to vary. Let w(t) be the matrix whose rows span the
solution space of the adjoint homogeneous equation
38
corresponding to (II.3.2). Let
rl(t+d) r1(t+d) s1(t+a) sl(t+d)
W(t) = .
r2(t+d) r2(t+d) s2(t+d) 32(t+a),
Then we may rewrite (1.2) as
(11]
(1.5) L(d) ( + E(u1.u2.d) = O
[42‘
where
f r1(t+d)f1(t)dt j s1(t+c)f2(t)dt;
O 0 1
L(d) = T T (c
f r2(t+d)fl(t)dt j 52(t+d)f2(t)dt§
(.0 O J
and
[E (H 0“ la)
B(Ulvuzpa) 51‘ 1 l 2 1:
-E2(H10H215J
T
Ei(u1,u2,d) = g [ri(t+d)G(t,z,w,d)i—si(t+d)H(t,z,w,d)]dt
§2. Scaling
As in the previous chapter, we will want to use a
scaling procedure, but the type of scaling used here will
vary. The following lemma will guarantee that the results
of the scaled prdblem may be used to solve the original.
Lemma 2.1. Let F: ]R x R2 -0 IR2 be a smooth map
1R2, d E HR,
If)
given by F(d,n) = B(d)n + E(G,r) where r
B(d) is a 2 x 2 matrix, and E(G,T) = O()r]) as
39
n * O uniformly for d E [O,T]. Let U = [Ewl €1+K
1+1
*
wzl
- '- _ -1
and F(aoLUIE) = F(alwlleOE) "" E F(O.Ewl.€ “32) for a
fixed I 2.0. Suppose there exists (do,w0) such that
F(Go.w0.0) = O.
I. Suppose there exists a neighborhood U in IR2
of .0) and a unique pair of smooth functions,
(w20
d(w2,€) and wl(w2,6), defined in U such that
w1(w2 .0) = wl . and d(w2 ,0) = 00.
O O O
(l) (2) .
If ((92 .61) and ((112 .62) are both in U and
1+). (1) _ 1+). (2) (l) _ (2)
61 wz — 62 wz . then Elw1(w2 ,El) - 62ml(w2 .62)
(2)
(1).€1) = C(w2 .62).
and for 61.62 # 0, d(w2
II. Suppose there exists a neighborhood U in R2
of and a unique pair of smooth functions, d(wl,E)
(wlo')
and w2(w1.€) defined in U such that
F(G(wl.€).wl.w2(wl.€).€) = 0. w2(w10.0) = wzo and
d(w10.0) = 00. If (mil),él) and (wiz),€2) are points
in U such that Elwil) = Ezwiz), then
Ei+xw2(w{1),€l) = €§+Aw2(w{2).62). and for 61,62 # 0,
0(wil).61) = 0(wiz),E2)
Egggf. If 61 = 62 = 0, the result is clear, so
let's assume 61,62 # 0, and let the conditions of the
lemma hold as in I. Then the first of the following
40
statements is true by our hypotheses and the others are
equivalent.
’ (1)
w1(w2 .61)]
B(G(wél).€1))
i (1) 3
e1""2 J
+ 61E(w1(w(l) 61) w(l) C(w(1). El).€1) = o
(1)
(w .6)
B(G(w(1),€)) N113)
+1
E1 “’2
+ EiEXw1(w(l), 61).w(l),d(wé1),€1),€l) = O
-l (l)
6 (6 E )w1(w2 .6 )
B(O(w(l) e )) : x2( :11
+ 2
62 m2
+ B(ez (E;€1)(wl(w(1),€ ).6 61+* uéz’ 0(w(1).€1)) = o
-16 (1)6
E (w2 )
B(G(w(l) 61)) 2 E1":1)2 61
1+). 2
E2 u’2
+ €2E(€;l€ 1w wl(w(1). E l).E El+xwéz).c(wél).€1).€2) - 0
Therefore
(2) _ (1) -1 .(1) s - p U
C(wz IE2) - 0((112 '61): and E2 610-} 1(0-(2 (\l) — (391(4.
since these are the unique functions defined in U and
satisfying the last equation. An analagous proof shows
II. :1
41
* I
§3. The Case for [JL(OO)] L (a0)w0 7K 0
The L(d) we have defined is a 2 x 2 matrix which
is a T-periodic function of G. Let
0 = {d1,d2...dn] = the set of values of d for which
L(d) is singular. We will assume that
L(d) # [g g] for all d, though it would not affect the
local analysis for a particular d 6 0 if L(d) = 02X2
for a different d E Q.
In this section, we will consider values dO E 0
for which
* l
(3.1) [JL(GO)] L (G0)w0 # 0
where wo is a unit eigenvector for L(do) and
J = [_3 g] . In this case, we let
“1 “’1 - -2
u = g = Em, and let B(w,d,€) = E E(€w .6w .0).
2
Our problem can then be reformulated as
(3.2) F(w.d.€) = L(d)w + EE(w,d,E) = 0.
For notational convenience, we will let
I. (d) .6 (d)
L(d) = l 2 }
£3(d) £4(d)
We have
H = v\ = I .
F(iO,GO,O) o and DQF(10,GO,O) L (00)u0 # o
by (3.1). Therefore by the Implicit Function Theorem, there
exists a neighborhood V of (w 0) and a unique function
0'
3(T,E) defined on V such that
42
5(w ,0) = d
0 0 and Fi(w,d(w,6),E) = 0 for all (w.€) E V
for either i = l or i = 2. Let's assume i = 1. (For
i = 2, the same result is true by a similar argument.)
Then for a given w, (3.2) will have a solution if and only
if
F2(woa(w:€)161 = 0.
We know that
F2(w0.d(w0.0).0) = O
and that
~ I I
DwFZ - Dwd(wo.0)[£3(ao) £4(ao)lwo + [13(00) 24(a0)]
Since F1(w,a(w.€).6) = O for all (w.€) 6 V, it follows
that
Dw3(wo.0)[£1(co) 12(a0)1w0 + [21(a0) 22(a0)1 = 0.
Thus
Dwa(w0'0) = —[£1(GO) £2(QO)]/[Ll(co) 22(Oo)]wo
which implies
( . ' )’ .. ‘-.
DwFZ - -[£l(ao) (2(c0)]z[£3(a0) £4(ao)luO/[£l(ao) L2(ao]*o~
+ [23(d0) 24(d0)].
We have assumed [L1(GO) £2’(GO) 16:0 3‘ O. and 50 Dsz = 0
if and only if
-[£ GO).£2(GO)][£3(GO).£4(ao)lwo + [£3(do) £4(do)l
ll
43
1 I
which is equivalent to
£3(d0) -Ll(do) £i(d0) £2(do)
I I (”Oslo
24(d0) -£2(oo) 23(d0) 24(d0)
or to
[J L(do)]*L’(do)u)O # O.
This is our assumption and thus Dsz # 0. Therefore,
by the Implicit Function Theorem, we may solve uniquely
for w1(w2,€) in a neighborhood of (w2 .0) or for
O
w2(wl.6) in a neighborhood of (ml ,0) or for both to
O
solve (3.2). Suppose we have defined wl(w2,€). Then
5(ul.w2.E) = 3(wl(w2.6).w2.€) = 6(u2.6)
is a function of wz and E. and since 3(wl,w2,é) and
wl(w2,€) were uniquely defined, d(w2.€) and wl(w2,E)
are the unique pair of functions satisfying
F(wl(w2.€).w2.0(w2.€).€) = 0! Wl(w20.O) = wlo.a(w20.0) = 00.
Therefore we can apply Lemma 2.1 with A = O to
guarantee that the functions
f
Ewl(w2.€) where cwz = u
ul(H2) ’ 2
0 if u = O
2
and 5(u2) = 5(w2,€) where éwz = dz are well defined
in a neighborhood of origin.
A similar argument may be used to define u2(ul) and
5(u1) in the case that w2(wl,6) is defined such that
44
~ fi = .
F(wl.w2(wl.€).G(wl.w2(wl.s).6),€) 0. In either case,
we get a curve C through the origin in the ul-uz plane
on which a solution a to (1.3) may be defined. Since
u2 sz w20
lim -—-= lim 6w (w 0) = Er-, the vector mo is tangent
u-oo “1 e 40 1 2 ' lo
ucxiC
to C at the origin.
;/0
Figure 2. Curve on which solutions are defined.
* ’ =
.§4. The Case for [JL(dO)] L (do)u.)O O.
In the previous section, we considered solutions of
the system under the condition L(do)wO = 0 and
[JL(dO)]*L’(dO)u)O # 0. In this section, we suppose
[JL(dO)]*L’(dO)wO = O and see what possibilities exist.
Ul’o
Let wo = 1 be a unit eigenvector for L(GO), and
w
- 02
let B be a 2 x 2 matrix such that Bwo = [$1 and
5 J
det B = 1. We note that
B*J*B
45
and so B*J* = J* B-l. Thus the following are equivalent
* ’ . =
[JL(GO)] L (Go)u0 O
L(d )*J*B-1BL’(o )B-le = o
o o o
(B‘l)*L(d )*B*J*BL’(d )B-le = o
o o o
(JBL(aO)B'1)*(BL’(dO)B'1)(Bwo) = o.
[a (a) a (a)
Let A(d) = BL(G)B-l = l l 2 . We have
La3(d) a4(d)d
A(GO)[O] = O, and so al(d0) = a3(do) = O, and
[JA(GO)]*A’(GO)[3] = O which implies
0 0 a£(do) aé(d0) l = 0 .
a4(do) -a2(do) a§(doo a;(co) o
I I _ . _ 1
Thus a4(do)al(d0) - a2(do)a3(do) - 0. Since Bwo — [ ].
0
ble + bzwo = O and
l 2
b3w0 + b4w0 = 0, but
1 2
blb4 - be3 = 0
and so we get b4 = wl and b3 = -w2 . Moreover
O O
L(d0)wO = O, and so
£l(do)b4 - £2(Go)b3 = 0
£3(do)b4 - 24(d0)b3 = 0
It will be useful to specify as much as possible about the
form of A. We know
46
A(OO)
lbbL +bb£ -be -be -bb£ 4321 +13% +th
141 243 132 234 121 23 12 124
= 2 2
b3b4£1+b4£3 4:322 -b3b4 44 40219321 -b2b4£3 ”311231)2 +1.11%);4
.0 b2 +bb (I -£)-b2£
1 2 1 2 4 1 2 3
0 £1+£4
where 2i = £i(d0).
Since b1 and b2 need satisfy only the condition
blb4 - be3 = l, we may choose b1 and b2 such that
(41) b21.(d)+bb(£ (d)-£ (d))—b2£ (d)-b9t’0
° 120 1240 10 230’ '
We also note that
a1’(ao) = b1[b4£1'(d0) +b3£7j(a0)] + b2[b4£3j(ao) —b3£‘;(ao)].
and so as long as
I I I I
(4.2) b4£1(d0)4#b3£2(do) + b4£3(do)«-b3£4(d0) # 0,
we may choose b1 and b2 so that (4.1) holds and
ai(do) # 0. Condition (4.2) is the same as L’(dO)u)O # O.
(41]
H2 + E(ul,u2,d) = 0 if and only if
Furthermore L(G)[
_ H _
b 1L(d){ul] + b lB(ul,u2,d) = 0, so we may assume that
k 2
0 1
A(d ) =
0 —1 .
0 b (£l(do) + 14(GO))
by replacing E with a multiple of E. Using this and
I I _ ' .
the fact that a4(do)al(do) — a2(d )a3(d ) — 0, we arrive
O O
at the following form for A(d):
47
ad + (12ml (d) l + dm2 (d)
A(d+do) = 2 2
aCd+dm3(d) c+dd+dm4(d)
where mi(d) = 0(1) as d a 0.
We may now simplify the original prdblem as follows.
The next four equations are equivalent
[H1]
L(d) ( + B(u1.u2.d) = O
(“21
1 ml
L(a)B' B + B(ul.u2.a) = O
-“2
[u ]
b'lsL(d)B’1B l + b-lBE(u1.u2,d) = o
“2
L J
Full _1
A(d)B + b BE(ul.u2,d) = 0
[“21
Moreover
~ U _ N
A (d(u1.u2))B[u1] + b lBEa (ul.u2.d(ul.u2)) = 0
“o 2 o
if and only if
N “1
A(O(ul.u2)+GO)B u
2
]+ b-1E(H1IU2IE(U1IH2)+GO) = 0
where
(I
A O(d) = A(a+do) and an(ul.u2.d) = B(ul.u2.d+do).
Therefore 5(ul,u2) solves
u
il -1
A (G)B[ + b BE (u ,0 ,d) = 0
d0 .02! d0 1 2
if and only if C(ul,u2) + dO solves
48
(11]
—1
A(d)B[u J + b
2 BE(U1IH2IG) = O-
In the next section we will consider solutions of the
problem (1.5) if L(d) has the form
ad‘+ d2m1(d) l + dm2(d) 1
2 2 The preceding
aco + d m3(d) c + dd + d m4(d)J
discussion shows that we will be able to obtain from this
results for all cases in which [JL(dO)]*L'(dO)wO = O.
§5. Conditions for Existence of a Solution to the
Reduced Pr0blem
In this section, we consider the prdblem
u
1
(5.1) L(a)[t1
]+ B(Hlluzlc) = OI
2
2
ad + d m1(d) l + dm2(d)
M“) = 2 2
aCd + d m3(d) c + dd + d m4(d)
a # 0
mi(0) = 0(1), 1 = 1, 4
B(ul.u2.d) = 0(lull+l.u21).
Since E = o(]u1[+-]u2[).
_ l. 2 .2 . .
1 1 2
+ A D2 E(O,O,d)',.:.2 + i D3 E(O,O,O)L.‘.3
2 “2 2 6 dz 1
+ i-Dz D. E(O,O,d)u2u
2 t a l 2
1 2
1 M H2
1 2
49
l 3 3
-+ 6 Du2D(O,O,c)u2
l 4 4
+ 24 DM.'LE(O,O,cx)ul +
As before we wish to use a scaling procedure to
convert (5.1) into an equation to which the Implicit
Function Theorem may be applied, but a different change
of variables is more useful in this case. We let
“1 = [ewl x
H 65w for K 2_O and A will be
2
] where 6 = 6
2
chosen so that the scaled equation may possibly have
solutions. (5.1) now becomes
[w1 -
(5.3) L(d) 6m + EE(w,c,6,€) = 0,
[2
where
EZEXw.o,6,E) = B(Ewl,€6w2,a),
Using (5.2), we see that
EZEXw,a,6,E) = l-D2 E(O,O,a)€2w2 + D D E(O,O,G)E26w.w
2 ”l l “1 pz 2
+ J: D2 E(O,O,O)€252w2 + l- D3 E(O,O,C1)€3U.‘3
2 ”2 2 6 “l l
l 2 3 2
+ 2 DH Dp E(0,0.d)€ éwlwz
l 2
l 2 3 2 2
+ 2 DH Du E(0,0,o)€ 5 wlwz
l 2
+ %D3 E(O,O,a)€363w3
“2 2
l 4 4 4
+ 53 Du E(0,0,o)€ wl +
‘l
50
2 2 2
Thus €E(w,o.6.€) = €A20 + 66All + 66 A02 + 6 A30 + E 6A21
2 2 2 3 3
+ E 6 A12 + E 6 A03 + E A4O + ... where
Am]
A.. =A13 I is a function of w .w .0 We may now rewrite
13 A‘(2) 1 2
ij j
(5.3) in the following form:
(5.4) (a) [(aawl + 6w2) + (02m1(a)w1 +o6m2(c)w2)]
(l) (1) 2A (1)
+ E[A20+6A11 4-6 A02 ]
2 (1) (1) 2 (1) 3A (1)
+€[A30+6A21 +6 A12 +6 A03]
+€3[A‘£(]5)+...]+ ...=0
(5 .4) (b) [(acowl + c6w2) + (<1sz (c1)wl + do6w2) + 026m4 (c) w2)]
(2) (2) A(Z)
+ €[A20 +6All +62 A02 ]
+ E 2[A(2)+ 6Aéi)+ 62A{§)+-6 3 A(2)]
+€3[Ai(2))+...]+...=0.
We will now apply the method of Newton's Polygon as
described by W. D. MacMillan [£3]. The slopes of the lines
in the polygons represent values of h for which
a = 62516) and 6 = 6A may possibly solve (5.4).
It is reasonable to hope that solutions of this type
may exist. Equation (5.4) is solved by E = O, c = O.
and 6w2 = O, and so if we solve for d and 6w2 as
functions of 6 in a neighborhood of zero, we expect 0
and 6w2 to have a power of E as a factor. Let X
51
be the highest power of 6 contained in both. Then
a = 62516) and 6w2 = €xw2(6). We could use the Implicit
Function Theorem to verify this if the Jacobian matrix of
equations (5.4) with respect to a and (6w2).
awl l]
acwl CJ
were nonsingular. Since it is not. we do not necessarily
expect unique solutions of (5.4) in an entire neighborhood
of zero, but solutions of the type described above may be
possible under some conditions.
0.6
p
h
\‘
€t~u~
\\ ‘~\
\- ‘3; - E
(a) first equation
GI: 0,5)
‘x
'\\N\
\
(b) second equation if C ? O (c) second equation if c
Figure 3. Newton's polygons for equations (5.4).
52
The solid lines in the diagram indicate possible
values of A if DiFl(O,wO) # O for (a) and
DiE2(O.wO) # O for (b) and (c). The dotted lines
indicate possible values of A if these and perhaps other
derivatives of E vanish at (O.wo). If c # O, A will
equal one generically, but may be an integer greater than
one if apprOpriate derivatives vanish as indicated above.
If c = O, A may equal one or one half generically, but
may equal an integer multiple of one half if the appro-
priate derivatives vanish at (O.w0).
We will lock only at the cases where S = l or B =‘5
are possible solutions. These will be the only possibilities
with probability one, and the other cases could be dealt
with in the same manner as the ones we will discuss.
First we consider the case x = 1. We then have
6 = E and o = 65} and so equation (5.4) becomes
_. ..2 ._ _. ._
(5.5) (a) [(adwl+ wz) + Ed-ml(6o)wl+ €dm2(6c)w2]
(l) (1) (l) 2 (l) (l) (l)
+ A20 “All +A30 ] + 6 [A02 +A21 +A4o ]
+ = o
(5 5) (b) [(acaw +cw ) + (632m (6636 + eadw )+ 6252111 (ac-{)6 1
' l 2 3 l 2 4 2
(2) z (2) (2) :2 (2) (2) (2)
+ A20 + :[All +A3O ] + 6 [A02 +A21 +A4O]
+ = O
which we denote by 61(53wl.w2.é) = 0. We are hoping for
a solution for values of E in a neighborhood of zero and
53
so a necessary condition for a solution is the existence
of w and 5' (Recall w = 1) such that
20 0 1O
61(00'1'w2 IO) = O; lee.
0
330 + 0.12 + A(zlg(l,w2 .30) - O
0 0
acc—i + cw + A(2)(l w E) - O
O 2 20 ' 2 ' O
O 0
or a5' + w + 1-D2 E (O 0 O) — O
O 2 2 u l ' '
O l
aca' + cw + 1-D2 D (o o 0) = o
O 2 2 u 2 ' ’ °
0 1
This will be satisfied by any wz and
2 0
do = -(2a)-1(D F. (0,0,0) +dw ) if and only if
“1 1 2o
2 2
(5.6) -cD E (0,0,0) + D E (0,0,0) = 0.
“l l “l 2
However in this case, the Jacobian matrix.
G(llw2 Iaolo)
D
(w1.w2.c) O
aoO4-E1HH(O,O.O) l a
acaO4-E2Hu(0,0,0) c ac
has rank 1, and so the existence of solutions to (5.5)
will depend on the higher order terms.
Next we consider the case A = %— which is possible
when c = O. In this case,
6 = 61/2 and d = 61/25} and equation (5.4) becomes
—‘ :1/2’2 51/2— M ,1/2— 51/2— \
(5.7)(a) [(aoml4-w2)+-t c ml(\ G)ll+-: om2(t G)u2]
.1/2 (1) g (1) ;3/2 (1) (1) _
+ : [A20 ] + ‘[All ] + 6 [A02 -+A3O ] + ... _ O
54
2
(5.7) (b) [(3 m (61/25)
(61/25m1 + dEwZ) + 61/232111
4 w2]
3
+ A(z) + 61/2A(2)
20 11 + “Ad? +A3(c2>)] + €3/2A(2)
21
+ ... = 0
Which we shall refer to as Gz(wl.w2,5}E) = 0. Again we
recall that wl = l, and so a necessary condition is the
O
existence of and a- such that 62(1,w ,5',O) = 0,
w
20 0 2O 0
or
a5. + w = O
O 20
-— (2) -
(O) + duo 2 + A20 — 0
52m
0 3 O
This will be satisfied by = -a5' and an 56 # 0
w
20 0
Which satisfies 52(m (O)-ad) + i-Dz E (0,0,0) = 0 if
0 3 2 “l 2
one exists. Thus a necessary condition for a solution
of this type is that either
2 .
(5.8) -Du E2(0,0,0)/2(m3(0)-ad) > O
1
(m3(0) -ad 7! O)
or
m3(O) - ad = O and D2 E (0.0.0) = O.
“1 2
The Jacobian matrix
D H -— G (l.w' .E'.O)
(11.w2.d) 3 2O 0
= ado l a
52 KD+E «>00) Ed 25m W)+G“
om3 2 ’ ' o o 3 “2
L 114 O
55
Note that the determinant of the submatrix consisting
of columns two and three is Za'm (O) + dw - ad'd
O 3 20 O
= 2d0m3(0) - Zacod = 2d0(m3(O)-ad) and Will be nonzero
if m3(0) # ad. The determinant of the submatrix con-
sisting of columns one and three is
2adom3(0) + aoodw20 - ado 3(O) - aDulD2(O.O.O)
= afizm (0) -a§2d-D2 E (o o 0)]
O 3 O “l 2 ' '
= a[52[m (O)-—ad] - D2 E (0.0.0). This cannot be zero if
0 3 “l 2
2 O — I .2
Du132(0,0.0) # 0 Since o0 must satisfy oo(m3(O)-ad)
+ ;-D2 D (0,0,0) = 0. Therefore
2 L11 2
“1 2
(1113(0) -ad) # o and ““3“” _ad) < 0
will be sufficient conditions for a solution. If
m3(0) - ad = O, the existence of a solution depends on
the higher order terms.
§6. Statements of Results
In the previous sections, we have considered B to
be a fixed map from (I-Q)9T to m2 which satisfied
condition (1.4). In this section, we will discuss the
result of allowing B to vary. This will allow us to
state theorems which have been proved for the most part
in §3 or in §5.
56
Theorem 6.1. In the equation
i + g(x,y)
II
t
H
H1
H
(6.1)
I
’C
H.
y + h(XIY) _ 2 2:
we assume that g, h. f1. f2 are smooth and f1' f2
are T-periodic functions of t.
Suppose that (p(t),q(t)) is a T—periodic solution
of
i + g(x,y) 0
y + h(x,y) O
and that there are exactly two linearly independent,
T-periodic solutions of
r2(t)'
E + [gx(p(t+a).q(t+a)).g (p(t+d).q(t+a))] =
y _w(t).
(6.2)
.. [z(tfl
‘w + [hx(p(t+o),q(t+o)),h (p(t+d),q(t+o))] =
Y w(t).
Let (rl(t+o),sl(t+o)) and (r2(t+o),s2(t+o)) be the
solutions to the adjoint equation, and let
"T T. l
j r1(t+o)fl(t)dt J sl(t+o)f2(t)dt
0 O
L(o) = T 3
j r2(t+o)fl(t)dt J 52(t+o)f2(t)dt
-0 O .1
Suppose that
(6.3) L(Go)w = 0: [JL(GO)]*L'(GO)wO # O; lmo] = l
O O
f l]
where J = 1 .
L-1 o-
57
Then there exist two curves Cl and C2 in a
neighborhood of the origin in ]R2 such that for u between
Cl and C2, there exists a solution to (6.1). Cl and
C2 intersect at the origin where both are tangent to
u = two (t 6 EU
.fl
1 I
(A).
—;.a,
Figure 4. One region in which solutions exist.
Egggf. L(d) is independent of B, and so for
each B which satisfies (1.4) we have already shown
there exists a curve CB tangent to u = two (t 6 30
at the origin such that (6.1) has a solution for u
on CB' It is clear from the definition of X8 (II.3.3)
N
that z, w, and thus a depend on B smoothly. Thus
U CB is a region of the form described
Bsatisfies(l.4)
58
and so curves Cl and C2 Which bound this region exist
and are as described in the theorem. 2
Such regions will exist for each (do.wo) which
satisfies (6.3) and so there may be several regions in which
solutions exist.
Figure 5. Solution regions when [JL(oO)]*L’(oO)wO ¥ 0.
Next, let's look at what was required for a solution
under the conditions imposed in §4 and §5. All of the
conditions depended on L(d) or on second or higher
order derivatives of E. L(d) is independent of B,
and so it remains to see how E and its derivatives
depend on B.
Recall that
(6.4) Ei(c,ul,u2) = ri(t+o)G(t,z,w,o) + si(t+o)H(t,z,w,o)dt,
OL—Dl'a
i = 1,2, where 2, G are functions of t, ul, dz.
59
In fact.
3(u) ulfl4-G(t.z(u).W(u).a)
~ 6(O)B(w) + V0(t.I-Q ».
W(u)_ uzfz-tfilt.z(u).W(u).a)
(6.5)
From (6.5) we see that the derivatives of E and a
depend on the derivatives of B at u = 0. Therefore
the derivatives of E depend on B also. Therefore in
considering the existence of solutions to (6.1) where
[JL(dO)]*L’(dO)wO = 0, it is necessary to consider all
functions B(m) which satisfy (1.4).
Thus we have the following theorems.
Theorem 6.2. For the equation
i + g(x,y) = ulfl
(6.1) ..
y + h(x.y) = uzfz.
we assume that g, h, f1, f2 are smooth and fl’ f2 are
T-periodic functions of t.
Suppose that (p(t),q(t)) is a T-periodic solution
of
0
x + g(x,y)
§ + h(x,y) = O
and that there are exactly two linearly independent,
T-periodic solutions of
H (2(t)
z + [gX(p(t+0).q(t+G)).g (p(t+d).q(t+0))][ J = O
y w(t)
(6.2)
" [z(t)]
w + [hX(p(t+d),q(t+c)).hy(p(t+c).q(t+a))] - = O.
60
Let (rl(t+o),sl(t+c)) and (r2(t+d),sz(t+o) be the
solutions to the adjoint equation, and let
('T T 1
j rl(t+o)fl(t)dt j sl(t+o)f2(t)dt
o o
L(d) = T Tr-
g r2(t+d)fl(t)dt g sz(t+o)f2(t)dt
and
T
Ei(B.a.ul.u2) = Ej)ri(t+<1)G(t.zB.w[3.<1t) + si(t+a)H(t.zB.wB.a)dt
where EB, GB are functions of t, u which satisfy
(2' ’ o '
'2" pf <->+cs(-.z.w.a)
= KB(I -Q) 1 l
G o
55’) (1121526) +G(-.2.W.G)_]
for a function B: (I -Q)9T 4 ]R2 such that
(1.4) [@(O)B(cp) +VO(O.w)]*[I3(0)5(a)