The deterministic SIR model with initial susceptible count grows initially exactly when . Its basic reproduction number is under unnormalized mass-action infection. If that ratio is at most one, decreasing prevents later infectious growth.
The infectious count in the SIR model obeys . At the initial state, , so initial epidemic growth requires the epidemic threshold for the closed SIR model
Here is the basic reproduction number in this mass-action infection convention. Necessity also follows globally: is nonincreasing, so if , then for all time and never increases. When , growth is impossible.
At an endemic equilibrium, , so . Substitution into the susceptible equation gives
These values are physically positive exactly when . The Jacobian matrix at this equilibrium is
Both eigenvalues have negative real parts, so the endemic equilibrium is locally asymptotically stable. Its decay exponents are
The regime means recovery is rapid compared with demographic replacement. For fixed away from the threshold, the exponents form a complex conjugate pair with frequency approximately . Hence
Strictly, oscillations require ; alone does not ensure this uniformly for every arbitrarily close to one or arbitrarily large.
Vaccinating a fraction of newborns replaces the susceptible input by . The effective basic reproduction number is , and the same calculation replaces by . Provided and the oscillatory approximation remains applicable, vaccination lengthens the oscillation period, because is smaller. Extremely near eradication the exponents become real and there is no oscillation period to extrapolate indefinitely.
Adding the three equations of the SIRS model gives
so
At a fixed point, . The disease-free equilibrium is
For an endemic equilibrium , one has and . Conservation then gives
It exists with positive infected population exactly when
equivalently when the basic reproduction number exceeds one.
Eliminating yields
At the endemic equilibrium its Jacobian matrix is
Its trace and determinant are
Therefore the endemic equilibrium is locally asymptotically stable. It is a stable node when
and a stable focus when the inequality is reversed. Near a node, perturbations are sums of two nonoscillatory decaying exponentials. Near a focus, they execute damped oscillations with decay rate and angular frequency .
At an endemic equilibrium, , so forces
The equation gives . The conservation law therefore yields
A positive endemic state exists exactly when , equivalently when the basic reproduction number exceeds one.
Dividing the equation by the equation gives
Therefore
is a first integral. Define the basic reproduction number by . At the removal peak, , and hence
and, using ,
This is the SIR model with waning immunity. The mass-action interaction term transfers people from the susceptible compartment to the infected compartment, transfers infectives to the recovered compartment, and returns recovered people to susceptibility as immunity wanes. Adding the equations gives
so the total population is conserved.
When and infection is rare, and
Thus initially decays if . Equivalently, the basic reproduction number is , so the epidemic invasion threshold is not crossed and no epidemic occurs.
Under frequency-dependent mass-action kinetics, if of the individuals are infectious, the force of infection is
One newly infectious person in an otherwise susceptible population transmits at total rate approximately for mean infectious duration . Hence the basic reproduction number is
where is the infectious, rather than latent-plus-infectious, duration.