On a beta plane, the turning rate of an inertial oscillation is larger on the poleward side of its orbit than on the equatorward side. For initial speed and , this asymmetry produces westward mean drift of magnitude .
With , beta plane parameter , and Hermite polynomial index , meridional trapping of the nonzero meridional-velocity branch requires
Its meridional velocity is proportional to , with . Exceptional roots with must be checked in the original equations, since eliminating velocity and height divides by this factor.
In dimensionless equatorial wave units with gravity wave speed and beta plane coefficient one, a Fourier mode obeys and . Inverting this two-by-two linear system gives the displayed wave polarization, provided . Inserting it in the meridional momentum equation gives the Hermite differential equation after a Gaussian factor is removed. At singular values the original equations, rather than these quotient formulae, determine whether a trapped mode exists.
The quasi-geostrophic approximation isolates slowly evolving, nearly balanced motions in a rotating, stably stratified fluid. Ocean eddies and mid-latitude atmospheric disturbances often have this character: a leading Coriolis force–pressure balance suppresses rapid horizontal acceleration, while hydrostatic balance suppresses rapid vertical acceleration. Small ageostrophic flow nevertheless supplies the vertical motion that changes the leading vorticity. The approximation filters fast inertia-gravity waves while retaining nonlinear transport, vertical shear and Rossby waves.
Use a reference density and remove the background hydrostatic pressure. Let and let the upward buoyancy perturbation be . A vertically varying reference density stratification has . Under the Boussinesq approximation, the inviscid and adiabatic equations are
Here . Density variations are small compared with but retained in the vertical buoyancy force. This is a useful local, incompressible description; a compressible atmosphere needs the corresponding weighted or pressure-coordinate version.
Let horizontal and vertical lengths be , speed be , and take the slow time . Take for definiteness; use in the scale estimates in the opposite hemisphere. The principal small parameter is the Rossby number at a latitude where . For the hydrostatic, strongly stratified regime, and . Retaining both horizontal vorticity and vortex stretching gives the Burger number
The geostrophic balance pressure scale is and the buoyancy perturbation scale is . Hence : buoyancy perturbations produce small displacements relative to the background stratification scale. The ageostrophic flow is and incompressibility then gives . Vertical acceleration is smaller than hydrostatic terms by order in this scaling. Weak forcing or diffusion can be added at the slow order, but neither is present here.
Define the quasi-geostrophic streamfunction by . Leading geostrophic balance and hydrostatic balance imply
Differentiating horizontally and vertically gives the thermal-wind balance
Thus vertical shear is determined by horizontal buoyancy gradients. The homogeneous Taylor–Proudman theorem is recovered only when those gradients vanish. Stable stratification allows sloping density surfaces and different geostrophic flow at different levels, without abandoning leading balance.
The Prandtl ratio of scales makes that modification quantitative. Horizontal and vertical terms in balanced potential-vorticity inversion have sizes and . Equality gives
For constant , makes the inversion operator an ordinary three-dimensional Laplacian. Equivalently, an interior balanced disturbance of horizontal size naturally penetrates a depth of order . With this is a thin, vertically sheared structure, rather than the arbitrarily tall homogeneous columns suggested by strict Taylor–Proudman theorem behaviour. This is an aspect-ratio statement, not the diffusivity Prandtl number.
To allow a weak meridional variation of the Coriolis parameter, use the beta plane , with , or equivalently . The small correction to the leading balance is dynamically important on the slow time. Let be vertical relative vorticity and let . At the first nontrivial order, the vertical vorticity equation and buoyancy equation reduce to
Relative-vorticity stretching and tilting are higher order here; planetary-vorticity stretching must remain. Eliminate to expose a materially conserved balanced scalar. Because , the commutator term is exactly zero. For this gives
Adding the two equations proves the quasi-geostrophic potential-vorticity equation
An additive constant such as changes no dynamics. The horizontal streamfunction advection bracket can express this as . Although small departures from balance generated this evolution equation, the leading geostrophic flow itself advects nonlinearly. The stretching term couples horizontal motion to vertical displacement of density surfaces.
This gives the practical advection-and-inversion description. Start with interior three-dimensional quasi-geostrophic potential vorticity, advect it with , and recover from
The stratified quasi-geostrophic inversion is elliptic for positive . It must be supplied with lateral and vertical boundary conditions and any circulation or mean-flow constraints; interior potential vorticity alone is not sufficient. At rigid horizontal lids, makes boundary buoyancy satisfy , and supplies the vertical derivative data for inversion. Boundary buoyancy perturbations can therefore support flow even when the interior anomaly is zero. Once is found, its horizontal derivatives give velocity, its vertical derivative gives buoyancy, and the thermodynamic equation diagnoses . This balanced evolution excludes the independent fast-wave initial data present in the full equations.
Finally, a gradient in supplies a restoring mechanism even in an otherwise uniform fluid. Linearizing about rest with constant , the quasi-geostrophic potential-vorticity equation becomes
Substitution of gives the Rossby wave dispersion
For , its zonal phase speed is westward relative to a resting background. A meridionally displaced parcel retains potential vorticity, so it acquires a relative-vorticity anomaly that induces the velocity tending to return the disturbance. Background shear and stratification modify the full potential-vorticity gradient; they can alter propagation or permit instability. On a constant f-plane the planetary contribution vanishes, but gradients of relative vorticity, boundary buoyancy or topography can still support balanced wave motion. Close enough to the equator that vanishes, this mid-latitude quasi-geostrophic approximation and its scaling must be replaced.
Let be layer thickness and gravitational acceleration. The unforced shallow water equations on the equatorial beta plane are
Linearize about , . Put and , and scale , , and . Dropping capitals, the linearized shallow water equations become
The choice makes both the wave speed and the coefficient of the dimensionless Coriolis parameter equal to one.
Take Fourier modes that decay as . Their equations are
For and nonzero , the first two require . The root gives , and meridional balance becomes . Hence the equatorial Kelvin wave is
It travels eastward at speed in dimensional units. The other sign gives and , so is not trapped.
For , and , inversion of the first two equations gives the equatorial wave velocity polarization
Substitute in the remaining momentum equation. Multiplication by leaves
so
Writing yields , the Hermite differential equation. The trapped solutions have the Hermite oscillator quantization and .
For completeness, quantization follows without assuming that every acceptable solution is a polynomial. On decaying smooth functions, define , and . Integration by parts gives and . If , it is an eigenfunction of with eigenvalue . Repeated lowering must terminate: otherwise it eventually produces an eigenvalue below one. At termination , so the terminal eigenfunction is and has eigenvalue one. Repeated raising gives and ; uniqueness of a decaying solution at one end of this second-order equation fixes each mode up to scale.
Thus, away from the exceptional quotients, all fields are determined by
Insert this and its derivative in the polarization formulae to obtain and . For , the cubic supplies the low-frequency equatorial Rossby wave and two equatorial inertia--gravity wave branches. Their meridional structures are Gaussian-weighted Hermite polynomials.
For , multiplication by factorizes the equatorial shallow-water dispersion relation as
The physically admissible quadratic gives the mixed Rossby-gravity wave, equivalently the Yanai wave:
These fields satisfy all three original equations directly and decay at both infinities, including where the quotient formulae are singular.
To test the other factor, set . The original equations give and . Put ; meridional momentum then gives
Decay of at both infinities requires the integral of the right side to vanish. Hence unless . Ordinarily the extra factor supplies no trapped mode. At the exceptional root of the mixed Rossby-gravity mode, , it coincides with the quadratic root and gives the same physical fields, not an additional branch. This distinction avoids discarding a regular physical mode at the crossing.
These arguments concern nonzero wave angular frequency. At , the oscillatory nonzero- modes have , while zero-frequency geostrophic states must be considered in the original equations rather than in expressions divided by .
Potential-vorticity inversion is the diagnostic recovery of the flow from its advected vortical scalar, using the balance relation and specified boundary conditions. Its usefulness is a separation of tasks: transport the scalar by the current velocity, invert to find the new velocity, and repeat. The inverse is spatially nonlocal even though the transport law is local. The four models differ chiefly in the operator being inverted and the information needed at boundaries.
In two-dimensional vortex dynamics, planar incompressibility permits , and vertical vorticity is . The curl of inviscid momentum gives
There is no vortex stretching in strictly planar motion, so vorticity is materially conserved. The two-dimensional potential-vorticity inversion is the Poisson equation . On the plane, with suitable integrability and far-field behavior, its Green's function is , giving
Differentiation gives the planar Biot-Savart kernel. Here is a harmonic function fixed by boundary, circulation and far-field data. A rigid impermeable wall is a streamline, so is constant on it; constants or circulations around distinct holes require specification. The vorticity alone cannot distinguish two flows differing by a permitted harmonic contribution, such as a uniform current on an unbounded plane. A constant added to has no physical effect.
In nonrotating layerwise-two-dimensional vortex dynamics, strong stable density stratification constrains motion to almost horizontal layers. In the ideal independent-layer limit, vertical velocity vanishes at leading order, and
hold separately at each fixed . Height is a parameter: the horizontal inverse Laplacian contains no vertical derivative. With background buoyancy , the leading Ertel potential vorticity is , so the materially advected normalized scalar is . The same horizontal Poisson equation is inverted layer by layer, using each layer's boundary data. This is an asymptotic constrained model, not arbitrary three-dimensional Euler motion with vertical velocity set to zero: its validity requires small Froude number and controlled vertical scales. At finite buoyancy frequency, the weak vertical motion and tilted isopycnals restore coupling. The inversion may be independent by layer while the reconstructed fields vary with height. The horizontal Euler equations for an inviscid fluid determine the pressure gradient, while hydrostatic balance relates its vertical derivative to buoyancy.
In shallow-water quasi-geostrophic inversion, begin with the exact shallow-water potential vorticity . Linearizing its anomaly about depth gives, after multiplying by , . For small Rossby number, geostrophic balance gives , while . Keeping the beta plane background gradient gives
Thus is inverted with the modified Helmholtz equation , under the specified boundary and far-field conditions. The velocity follows from and surface elevation from . A horizontal Fourier mode of the anomaly satisfies
The Rossby deformation radius therefore limits the reach of the balanced response. Layer stretching, represented by , is absent from ordinary planar vorticity inversion. Unlike the pure Poisson equation, the finite-deformation operator also responds to the constant part of , which specifies mean elevation rather than an arbitrary streamfunction offset. Specified bottom topography adds a known source to ; it is subtracted along with the background before inversion.
In stratified quasi-geostrophic inversion, continuously varying vertical displacement replaces the shallow layer's single stretching term. For positive and constant nonzero , the three-dimensional quasi-geostrophic potential vorticity is
Geostrophic balance and hydrostatic balance give velocity and buoyancy perturbation . Invert the anisotropic elliptic boundary value problem using interior , prescribed top and bottom buoyancy as Neumann boundary conditions, and the lateral, far-field and global-flow data. Boundary buoyancy evolves by its own material conservation when the boundary is impermeable. It cannot be discarded: the Eady edge wave in the preceding solution has zero interior potential vorticity anomaly but nonzero boundary buoyancy and a nonzero induced flow.
For constant , the stretched coordinates for quasi-geostrophic inversion turn the inversion operator into the three-dimensional Laplacian. Its infinite-space Green's function is in coordinates. Hence a horizontal disturbance of scale communicates vertically over scale , explicitly coupling layers. In a bounded domain with homogeneous difference data, multiplying the difference of two inversions by its streamfunction and applying integration by parts gives
This proves uniqueness up to a constant when the relevant boundary terms vanish; a mean or pressure reference fixes the remaining constant. Compatible boundary fluxes are needed for a purely Neumann boundary-value problem.
Across all four models, inversion provides the induced flow, while scalar transport supplies time evolution. The independent horizontal inverse in the first two models becomes a finite-deformation inverse in shallow water and a vertically coupled elliptic inverse in continuous stratification. The principle applies within the stated balance or constrained model. In the unrestricted Boussinesq equations or shallow water equations, gravity waves and divergent motion can share the same potential vorticity, so the vortical scalar alone does not reconstruct every possible flow.
Define the quasi-geostrophic streamfunction by . Leading horizontal geostrophic balance, , gives . The hydrostatic approximation gives , hence
Thus is the material derivative along the leading geostrophic flow, and the vertical derivative of pressure determines the buoyancy perturbation. This also gives thermal wind: and .
The balanced regime is favored by small Rossby number, a shallow aspect ratio, and a Burger number of order one. Equivalently the stratified Froude number is small. On a beta plane, require , and take slow, initially balanced motion away from the equator. Under the traditional approximation, the horizontal Coriolis force generated by vertical velocity is small because vertical velocity is small, while the vertical rotational force is small compared with the leading hydrostatic pressure and gravity terms. Strong stratification and small aspect ratio justify retaining only the vertical component of Earth's rotation in this regime; this argument is not uniform near the equator.
Put . The buoyancy equation gives . Substitution into the vertical vorticity equation yields
There is an important commutator cancellation. With ,
Also for . Adding terms therefore proves potential-vorticity conservation:
This is the three-dimensional quasi-geostrophic potential vorticity.
At an impermeable stationary lower boundary , the kinematic condition is . For small elevation and slope, evaluate this at the reference level to leading order. Combining it with the buoyancy equation gives the rigid-boundary buoyancy condition for quasi-geostrophic waves
The quantity in parentheses is the boundary displacement plus its buoyancy-equivalent displacement.
Now take constant and the mean quasi-geostrophic streamfunction . Its mean buoyancy perturbation is , consistent with thermal wind, and its interior potential vorticity is constant. In the boundary condition, the perturbation velocity advects the mean boundary buoyancy gradient. Keeping this contribution gives
In particular the term must not be omitted.
The linear interior potential-vorticity equation is . Starting with zero interior perturbation potential vorticity, and with forcing only through the boundary, it remains zero. For a steady solution this is also the regular zero-interior-PV choice, continued through any isolated zero of . The inversion equation for a horizontal mode is
The printed convention takes ; for either hemisphere the decay rate is defined using . Boundedness aloft selects the decaying mode. Write
with real part understood. The linear boundary condition becomes
For , a steady quasi-geostrophic mountain wave is therefore
On , its real meridional velocity is
For the positive-parameter convention and , the velocity minimum lies one quarter wavelength downstream of each topographic maximum; its maximum lies one quarter wavelength downstream of each topographic minimum. If the velocity prefactor changes sign, maxima and minima interchange. The condition alone does not fix that prefactor if is allowed to be negative. The upper panel shows the positive-current convention.
Figure 1.
Meridional velocity relative to topography for a steady mountain wave and a resonantly growing edge wave
. Details.
At , the free boundary Eady edge wave has zero frequency in the ground frame. If , a steady amplitude cannot satisfy the forced amplitude equation. With , integration gives
Consequently
The symbol multiplying here is the horizontal wavenumber , as in the PDF. Taking the real part and differentiating in gives
For , positive , and , the meridional-velocity minima coincide with topographic maxima, and its maxima with topographic minima. This is the lower panel. The change from quadrature to opposition is the phase of a resonantly forced topographic edge wave.
The stationary relief continuously excites a boundary Rossby wave whose intrinsic propagation exactly cancels mean advection. The forcing therefore remains coherent with that wave; with no damping or radiation loss for this trapped mode, its linear amplitude grows secularly. This is a resonant topographic quasi-geostrophic wave. Unlimited growth is a conclusion of the linear idealization: eventually the small-disturbance approximation fails.
The assertion that resonance must be unsteady needs nonzero forcing. If , then and the boundary current does not cross the relief; if , the forcing also vanishes. In either case the zero disturbance is a steady solution even if . For example, choose , , and ; this is a concrete exception to an unconditional resonance claim. When both horizontal wavenumbers vanish, and the stated decaying-wave ansatz itself does not apply.
For the compact alpha-plane and beta plane , an intersection point must satisfy . If , that is impossible. If , intermediate two-planes correspond to lines in the two-dimensional quotient . Therefore
The nonempty intersection is a projective null geodesic. In an affine chart its tangent must be both and ; these conditions force a multiple of . Thus its affine portion is a null line, with the indicated projective compactification.
An alpha-plane is a totally null complex two-plane with tangent vectors for a fixed primed spinor. A beta plane has tangent vectors for a fixed unprimed spinor. The metric tensor pairs two vectors of either family to zero, since the repeated fixed spinor contracts with an symplectic form. These are the two chiral families of totally null planes; labels for their self-duality depend on the orientation convention.
Globally in the twistor correspondence, write
where is a line and a three-dimensional hyperplane in twistor space. Both compact families are Complex projective spaces .
For distinct , any must contain their two-dimensional span. Since itself has dimension two, it must equal that span. Conversely the span belongs to both planes. Thus two distinct compact alpha-planes meet in exactly one point:
In affine coordinates, independent determine a unique matrix from the two incidence equations. If the primed spinors are proportional while the projective twistors are distinct, no finite affine solution exists. The compact intersection still exists, at conformal infinity; saying the planes are disjoint without this affine qualification would be wrong for the printed space .
Use small Rossby number , slow evolution on the advective time scale, small interface displacements relative to each layer depth, shallow hydrostatic layers, stable reduced gravity , and inviscid unforced flow. On a beta plane, take of the same small order as the Rossby number. The internal Burger number is retained at order unity so stratification and relative-vorticity effects can both enter the leading potential-vorticity anomaly.
The rigid-lid pressure in two-layer flow comes from neglecting the free-surface volume displacement in the rigid-lid approximation; it does not permit setting the common horizontal pressure gradient to zero. The small surface displacement multiplied by retains a finite lid-pressure multiplier. Write , , and let denote this common pressure potential. Leading geostrophic balance gives
with at leading order. Literally setting to a spatial constant in the momentum gradients before taking the rigid-lid limit would suppress the upper-layer pressure field and fail to produce general two-layer QG dynamics.
Taking curl of each shallow-water momentum equation and using layer continuity gives material conservation of . Expanding it to first order and advecting the anomaly by the leading geostrophic velocity yields
The two-layer quasi-geostrophic potential vorticity equations are
Here the common background has been removed and the anomaly multiplied by . The advection term is retained at the same slow order as the time derivative even though the leading velocity/pressure balance was linear geostrophy. On an plane simply set .
On a sphere of radius rotating at angular speed , the Coriolis parameter is . Near latitude , write , use locally eastward and northward Cartesian coordinates, and expand
The beta plane retains the first northward variation of planetary vorticity while neglecting higher latitude dependence and metric curvature. A midlatitude local calculation assumes and ; near the equator the distinct equatorial beta plane has , so the midlatitude low-frequency reduction used below does not apply.
For a homogeneous shallow layer, the hydrostatic approximation gives and hence , , independently of depth. The approximation follows from the small aspect ratio and neglect of vertical acceleration. Differentiate the linear horizontal momentum equations in . Their depth derivatives obey
Starting from rest gives initially, and the unique solution remains zero. This establishes depth independence of hydrostatic shallow-water flow; an arbitrary pre-existing shear would not be removed merely by taking the hydrostatic approximation. Integrating the continuity equation between the rigid bottom and the moving surface gives at linear order. With the depth-integrated shallow-water transports , , one obtains
It is useful to make the coefficient approximation in the height reduction explicit. Put . Differentiating the two momentum equations in time and eliminating the other transport gives
Since , taking their horizontal divergence and using the continuity equation gives
Applying proves the exact variable-Coriolis shallow-water height equation
At the reference latitude, or after the usual local freezing of undifferentiated factors to , this gives the height relation written with . With over a finite region, that constant-coefficient version is a local approximation, not an exact identity. Keeping as above avoids silently commuting a variable Coriolis parameter through a spatial derivative.
For the slow Rossby wave branch, take , approximate by , and discard the two time-derivative terms on the right compared with . This is the regular midlatitude long-time ordering, with nondegenerate zonal variation. If , the result is
The printed low-frequency equation has the opposite right-hand sign. The minus sign follows directly from the preceding eliminated equation and is also the sign needed for the printed isofrequency-circle centre. An independent check uses geostrophic balance: , , and the shallow-water quasi-geostrophic potential vorticity is . Linear potential-vorticity conservation gives .
For , the shallow-water Rossby-wave dispersion relation is
For fixed and , it is odd in , zero at , negative for , and tends to zero from below as . Its minimum occurs at with . Thus both long and short waves have small frequency. The zonal phase velocity is westward, , whereas the zonal group velocity is
It changes sign at the frequency minimum.
At fixed nonzero frequency, completing the square yields the Rossby-wave isofrequency circle
The radius is real only if . For , the branch with has and a circle centred on the positive -axis. If instead the printed plus-sign wave equation is taken literally with this same Fourier convention, its dispersion is and its circle is centred at . These two conventions cannot be mixed.
For reflection of a Rossby wave at a meridional wall, the stationary wall preserves frequency, and its translation invariance in preserves the tangential wavenumber. Thus , . Both values solve
Their sum and product give
An incident wave in travels toward the wall in group velocity, not necessarily in phase velocity. For , has , while its partner has . The double-root case has zero normal group velocity and does not describe a wave packet incident on the wall.
At leading quasi-geostrophic approximation, the impermeability condition is . For , the boundary condition gives
The reflected height therefore has equal amplitude and a phase change of . Equality here concerns the height or quasi-geostrophic streamfunction amplitudes in the reduced model. At the degenerate , geostrophic no-normal-flow is automatically satisfied and alone does not determine their ratio; the usual homogeneous wall-streamfunction condition supplies if imposed. Retaining the small ageostrophic transport changes the boundary condition to
which tends to in the regular low-frequency ordering but is not generally of unit modulus. In particular, gives in that more complete boundary relation. Thus the printed equal-amplitude assertion requires the nondegenerate leading quasi-geostrophic approximation, or an explicit homogeneous wall condition; it is not a general exact shallow-water reflection law.
Use a one-layer, hydrostatic, homogeneous fluid with reference depth , no forcing or friction, small Rossby number , slow evolution, and leading geostrophic balance. For the beta plane, take ; the relative free-surface displacement is also small, , with the Rossby deformation radius retained at the chosen horizontal scale. This excludes the equatorial limit. If a bottom elevation is included, additionally require and stationary topography. Set for a flat bottom.
The quasi-geostrophic streamfunction satisfies , , , so relative vorticity is . Expanding the shallow-water potential vorticity using actual depth gives
Consequently the depth-scaled anomaly, the shallow-water quasi-geostrophic potential vorticity, is
The leading material derivative uses the geostrophic flow. Define ; then conservation yields . The term represents free-surface stretching, the variation of planetary rotation, and topographic stretching. Under a rigid lid or at scales much smaller than the Rossby deformation radius, the free-surface term is absent or negligible and the flat-bottom Barotropic Rossby wave model has .
For uniform depth on a beta plane, . With weak bottom drag the equation reduces to Sverdrup balance,
Restore a dimensional forcing amplitude ; the printed unit-amplitude forcing means in the chosen units. The general interior ocean transport streamfunction is
Taking on a straight eastern boundary sets ; without a zonal boundary condition the function remains arbitrary. Then
The Sverdrup balance interior cannot satisfy both zonal-wall conditions; a western boundary current supplies the return circulation.
For basin scales , use , , and . The ratio of drag to Sverdrup balance terms is of order
This criterion applies away from boundary layers and zeros of the leading forcing, with positive , , and the beta plane and small-Rossby number assumptions. For an approximately square basin it is . Neglect of nonlinear relative-vorticity advection further requires for comparable velocity and length scales. Thus weak drag relative to the balance, rather than just a small absolute , is the appropriate condition.
Adopt the Boussinesq approximation, hydrostatic approximation, traditional approximation, and inviscid quasi-geostrophic approximation. Assume stable constant , nonzero Coriolis parameter , a beta plane, small Rossby number, of that small order, and small displacement of the background stratification. Vertical advection of the buoyancy perturbation is then higher order. Define the quasi-geostrophic streamfunction by
The buoyancy and vertical vorticity equations at the retained order are
Differentiate the first in . Since , its material-derivative term becomes . Elimination of gives diabatically forced quasi-geostrophic potential vorticity:
Thus it is the height gradient of heating, rather than heating alone, that produces potential vorticity at this order.
For the steady response linearized about rest, assume . The quasi-geostrophic potential-vorticity equation reduces to . Choosing the horizontally uniform pressure gauge so that in the east gives the steady quasi-geostrophic response to localized heating
Set
Using the error function to integrate the Gaussian function gives
These velocities vanish as . A depth-dependent but horizontally uniform addition to is dynamically irrelevant for the requested horizontal velocity. At , streamlines are contours of . For , flow approaches the heating region from the west on its northern side, turns southward, and returns westward on its southern side. The contours are open, not closed gyres: tends to a nonzero constant in the west.
For , and the forcing decreases potential vorticity; steady balance requires , giving southward flow. Below , and the meridional flow reverses. A constant heating rate independent of would have no such interior potential vorticity source.
For the nonlinear diagnostic quasi-geostrophic omega equation, write . Apply to buoyancy evolution and to vorticity evolution:
Subtracting eliminates the pressure tendency and yields
The beta term is linear and must remain when the nonlinear terms are neglected. For the steady weak-forcing solution, , so
This also follows immediately from the steady linear buoyancy equation. It satisfies at , decay at depth and horizontal infinity, and the linear quasi-geostrophic omega equation; with these homogeneous conditions the elliptic problem has no extra decaying homogeneous solution. The rigid-lid interpretation is an additional boundary approximation for this diagnostic response.
At , the displayed and provide the requested meridional/vertical arrows. For positive heating there is upwelling concentrated near , maximal in depth at , with northward flow below that depth and southward flow above. The vertical circulation tends to zero far from the forcing. A western zonal wake persists, but its meridional and vertical components vanish as . Horizontal ageostrophic flow supplies the divergence associated with the upwelling; the projected slice is not itself a two-dimensional incompressible flow and need not have closed streamlines.
Figure 1.
Thermally driven circulation and its boundary layers
. Left: surface streamlines and velocity direction for positive . Right: meridional and vertical arrows at , with components separately scaled to show direction; dashed line marks the reversal depth . The vertical slice is a projection of three-dimensional flow. Details.
The steady calculation fixes an interior circulation, not its attainability from every possible initial and boundary state. For example, a rigid lid with initially uniform boundary buoyancy conserves that buoyancy at linear order because . The formal steady profile instead generally has nonuniform . Such additional initial boundary data require a time-dependent adjustment and cannot simply be imposed on this particular steady solution. No boundary buoyancy data are supplied for the requested steady problem.
Work on a beta plane with and constant depth . Assume a steady, small-Rossby number interior, negligible friction there, small sea-surface displacements, and negligible depth gradients. Taking the vertical curl of momentum gives
The constant-depth continuity equation gives . Neglecting relative-vorticity tendency and advection, and the interior dissipation, yields Sverdrup balance:
Introduce the ocean transport streamfunction by , . Then . Here has units of acceleration, as in the given momentum equation; for a physical surface wind stress , it would be .
To obtain the circulation law, use the vector identity . Its gradient term and the sea-surface pressure gradient integrate to zero around a closed contour. Thus
On an impermeable island boundary, velocity is tangent to the coast, so pointwise. Consequently its circulation obeys
For the steady island problem, choose a counterclockwise contour that goes east from the southern tip to the basin's eastern wall, north along that wall, west to the northern tip, and south down the western coast of the island. It avoids the eastern-island and western-basin dissipative layers. In the leading momentum balance, . Integration by parts gives
Here on the basin wall and on the island, with constant latitude on the two connecting legs. Equating this integral to the wind forcing gives the Godfrey island rule
For the square island, , , and its west coast is . Both horizontal contour legs have length . With ,
so
The sign convention makes positive northward. For it is southward. The total transport includes the island's thin eastern boundary current: omitting that current would leave a latitude-dependent interior transport rather than this constant passage transport.
To quantify the island's effect on the western boundary current, compare interior streamfunctions west of the island. In its latitude band, the inviscid solution is
Without an island it would be . Since the western basin wall has zero streamfunction, the difference in its required northward boundary-current transport is
Thus the island changes the current's strength by redistributing transport across its latitude band. For a square contained in the central positive-cosine band, it weakens the northward current near and strengthens it near the island's northern and southern edges. The change averages to zero over ; its local sign follows the formula for other island sizes.
Assume a small Rossby number, a beta plane, and small fractional changes
At leading order, geostrophic balance gives
Expanding the reciprocal depth in the shallow-water potential vorticity gives
This is the stated shallow-water quasi-geostrophic potential vorticity . The term is the parcel's relative vorticity, while is vortex stretching caused by free-surface displacement, where
is the barotropic deformation radius.
For , omit the irrelevant constant factor . The active PV anomaly is
Linearizing about rest and using gives the Topographic Rossby-wave dispersion relation
A northward displacement raises planetary PV when and raises topographic PV when the bottom rises northward, . PV conservation then requires anticyclonic relative vorticity, producing westward phase propagation. A negative slope opposes and reverses propagation when .
Under a rigid lid, is fixed but need not be close to . With , linearization of gives
For and over a region where , plane waves obey
The planetary-vorticity gradient dominates when , while exponential depth variation dominates when . If the variation of across the region is retained, this is the corresponding local WKB approximation with effective gradient .
At latitude , resolve the planetary angular velocity as
For velocity , the Coriolis acceleration is
The traditional approximation drops the terms involving the horizontal rotation component . The retained horizontal force is therefore
Its direct velocity-scale requirement is
For an incompressible flow, , so a sufficient condition is
together with the small aspect ratio that makes hydrostatic pressure the leading vertical momentum balance. The approximation consequently becomes delicate near the equator.
The beta plane is the local Taylor expansion
where
and is the planetary radius. It requires a local Cartesian region,
and . Away from the equator, treating the variation as a perturbation of an f-plane also requires ; near the equator one instead retains the linear term as the leading Coriolis parameter.
Assume an inviscid homogeneous ocean, no horizontal pressure gradient, and no wind stress. Horizontal uniformity then removes advective acceleration, and the parcel equations on a beta plane are
with and .
Since , integration from the stated initial data gives
This is conservation of the parcel's zonal canonical momentum: its zonal speed records the meridionally accumulated Coriolis acceleration. Multiplying the two momentum equations by and and adding gives
Thus kinetic energy and speed are constant:
Eliminating gives the required ordinary differential equation
For , the equator is at . There
The parcel must encounter a meridional turning point before reaching the equator if it is to remain strictly in the Northern Hemisphere. The energy relation therefore requires
or . Equality is the limiting trajectory that reaches the equator with zero meridional speed.