If retained Lagrange planetary equations have and , then . Thus is constant. A resonantly oscillating orbital eccentricity–semi-major axis trajectory retraces one curve rather than enclosing area in that projection.
For disturbing function , , the leading planar Lagrange planetary equations give . The derivative with respect to holds the other osculating orbital elements fixed. If one writes , its literal derivative includes ; the physical mean-longitude equation cannot be obtained by silently dropping that term. A consistent accumulated-phase parametrization uses .
Use and the exterior mean-motion resonance condition . Then the resonant semi-major axis is , neglecting the small planet-to-star mass correction. For the geometric construction, take , , , and start the particle at pericentre. Solve Kepler's equation with . Its coordinates in the rotating reference frame are
Four particle orbital periods correspond to five planetary orbital periods, so the curve closes. At a pericentre, the mean longitude and the true longitude both equal , and the resonant argument becomes . Thus the four pericentre directions are modulo . The figure chooses and marks the corresponding angle to the planet; other phases rotate this pattern. Its second panel shows an instantaneous conjunction at apocentre, where the angle from pericentre to the common longitude is directly : here both true and mean anomaly equal . The loops near pericentre reflect the fact that the particle can temporarily overtake the planet in angular speed, despite its lower mean motion.
Figure 1.
Exterior 5:4 resonance with eccentricity 0.2 and resonant phase pi
. Details.
For the evolution equations, must be the mean longitude. The PDF calls it true longitude, but differentiating the literal true longitude gives the rapidly varying , not . To first order , so the true longitude version of has an extra orbital ripple. The stated Lagrange planetary equations and slow complex eccentricity equation are interpreted consistently as orbit-averaged equations in mean longitude. The pericentre geometry of an exterior resonance above is unchanged by this distinction.
Let be perturbing forces, and let be the particle's mass. The angular momentum about the star satisfies
The central gravitational force and the radial perturbation have zero torque. If the displayed denotes acceleration instead, the identical formula applies to specific angular momentum.
For a weak kick, the specific orbital energy changes by . A planet leading the particle pulls it forwards, while a trailing planet pulls it backwards. For a nearly circular exterior Kepler orbit, a forward tangential kick raises angular momentum and semi-major axis, lowers mean motion, and makes the next conjunction occur sooner in the synodic cycle. Its longitude retreats relative to the unperturbed conjunction sequence. A backward kick produces the opposite shift. At exact alignment the leading force is radially inward: before pericentre, and an inward kick does positive work; after pericentre, and it does negative work. These likewise raise or lower semi-major axis. At an apsis, a purely radial infinitesimal kick has no first-order energy change but changes the eccentricity vector, so angular momentum alone does not determine every timing change.
The timing sign follows explicitly from the near-circular synodic period, . At the nominal resonance, successive conjunction longitudes agree modulo , since . A persistent small change gives
This is the accumulated mean timing shift; an actual impulsive encounter can also change the instantaneous orbital phase and longitude of periapsis.
Retaining the given first-order resonant orbital perturbations, eccentricity damping and leading Keplerian detuning,
Here Kepler's third law gives . The approximation discards higher-order resonant contributions to and fast orbital terms. Differentiate the rotating complex eccentricity :
Since ,
The apparent singularity in at disappears in this complex eccentricity equation.
Take , and the conventional positive resonant coefficient . At a fixed point, the two balance conditions and give
Substitution yields
Thus fixed points exist only if . With strict inequality, put and . Then
respectively. The locations must also satisfy for the detuning expansion to apply. At equality the phases merge at and . If is assigned the opposite sign, shift the phase convention by ; the invariant stability distinction is the sign of .
For locally constant , the stable equilibrium is the branch in the leading slow model. At fixed , increasing on that branch increases the positive resonant torque, because . The resulting increase in semi-major axis lowers and hence lowers : the subsequent conjunctions shift back, restoring the phase. On the branch the feedback has the opposite sign and drives the phase farther away. Eccentricity damping removes the oscillatory disturbance on the restoring branch.
One can verify that this feedback stabilizes the coupled variables rather than just the phase. Treat as locally constant, and write . Then , and . At a fixed point . The characteristic polynomial of the linear stability analysis is
For , all coefficients are positive and the cubic Routh-Hurwitz stability criterion holds, since
All three eigenvalues have negative real parts. For the constant term is negative, so the polynomial has a positive real root and that branch is unstable. The merged case has a zero eigenvalue. The unrestricted functions printed in the question do not imply this unconditional stability classification. If their derivatives are retained, has, at equilibrium, the derivative
The trace of the full three-variable linearization is . As a concrete counterexample, take and , choosing their values to satisfy the displayed fixed-point conditions on the negative-cosine branch. Its trace is , so at least one eigenvalue has positive real part. Both coefficients are smooth. Thus the restoring conjunction feedback identifies the stable branch of the usual locally constant model, but additional assumptions on coefficient variation are necessary to assert stability for every allowed function.
For a circular orbit the origin of mean anomaly is arbitrary because there is no distinguished pericentre. Choose at the ascending node, so is also the argument of latitude. If a different periapsis convention is used, replace below by . The orbital-frame rotation from inclination and node gives
In particular the crossing at has increasing for prograde and , confirming the ascending node convention.
Put and . The binomial series expansion of the direct disturbing function is
The indirect disturbing function subtracts , cancelling the dipole term. The constant has no spatial derivative and does not perturb the particle. After omitting that constant, the leading stellar quadrupole disturbing function is
Thus the PDF's equality is understood modulo a dynamically irrelevant additive constant and higher multipoles.
Define and let be the star's orbital longitude as seen from the planet. Its orbital plane has . The vector from planet to star is the negative of the planet's heliocentric vector: if describes that latter vector, use . This sign matters in but drops out of . Expanding the two rotated unit vectors gives
For example, the particle's horizontal correction is , while its vertical component is ; their dot products with the corresponding stellar components produce these terms. No cubic terms occur because simultaneous reversal of both small orbital inclinations leaves the dot product unchanged.
The two mean longitudes are uniform for the circular Kepler orbits, so orbit averaging is uniform in both and . Set and through quadratic order. The needed averages follow by integrating sine and cosine products over :
For the last identity, expand and factor the two integrations, each using . Squaring now yields
where the error includes all fourth-order combinations of the two orbital inclinations. Therefore
Multiplying this by gives the requested secular disturbing function. Equivalently, the exact angular factor for two circular rings is , where is their mutual inclination; its small-angle expansion gives the same result. This is the double-averaged circular tidal potential.
For aligned equatorial and planetary orbital planes, set . The secular stellar quadrupole disturbing function then has derivative . The supplied Lagrange planetary equations for nodal precession gives
The planetary quadrupole coefficient contributes , hence
Both are retrograde nodal precession rates. Equating them cancels and gives the Laplace radius
The planetary quadrupole dominates inside and the stellar tide outside it. These are small-inclination rates for planet-bound Kepler orbits in the hierarchical regime . At exactly , the node itself is undefined; the rates are the limiting precession frequencies of an infinitesimal tilt.
Validity and the complete angular equation. The Lagrange planetary equations here describe a planar, circular-planet, small-orbital eccentricity, weakly perturbed exterior mean-motion resonance. Require , , one isolated slowly varying resonant argument, perturbation times long compared with an orbital period, and no close planetary encounters. Other resonant harmonics and short-period terms must be negligible; coefficients may be frozen only across a narrow range of semi-major axis. Take , or in a reduced integer ratio. Exactly makes the longitude of periapsis undefined, so the displayed angular variables must then be replaced by nonsingular eccentricity vector components.
Neglecting the perturbation to the accumulated mean longitude gives ; this is an accumulated-phase approximation, not differentiation of a fictitious expression while discarding . With ,
Differentiating, using and the supplied orbital element equations, gives the full result within this constant-coefficient model:
An equivalent formula replaces the last two terms in brackets by . No derivatives of are included because they were specified as constants.
A full fixed point requires and . Hence or , with its corresponding detuned semi-major axis fixed by
At either point . The longitude of periapsis still precesses, so the fixed point refers to the reduced resonant dynamics.
Linear stability analysis and encounter geometry. Linearizing the full equation about a fixed point gives
For , is a center equilibrium and zero is a saddle equilibrium. For , is always a center equilibrium, while zero is a saddle equilibrium if
At sufficiently small orbital eccentricity the full truncated equations instead admit a center at zero as well; equality is a degenerate case requiring higher-order analysis. Thus an unconditional instability claim at zero does not follow from the full equation. In the usual fixed-eccentricity weak-resonance regime the inequality holds and the stable libration center is for either order.
The physical explanation is resonance protection. At equal mean longitudes, the conjunction direction relative to periapsis obeys modulo . For , places conjunction near periapsis, where the exterior particle comes closest to the planet; places it near apoapsis. For , zero includes both apsidal conjunctions, one of them near periapsis, whereas places the two conjunction branches near quadrature. The protected arrangements give restoring kicks in the positive- leading-harmonic model. This geometric explanation is conditional on its non-crossing, small-orbital eccentricity approximation; it does not override the low- term retained in the full stability calculation.
Small resonant-argument librations. Define the nominal resonant semi-major axis and the displaced center by
This follows by expanding and taking . It gives the requested initial semi-major axis to first order in the precession-induced detuning; and .
For the pendulum approximation of a mean-motion resonance, also require fractional changes in small across a libration, and precession terms small compared with . In particular for makes the extra full-equation curvature negligible; for , small fractional eccentricity changes require . Freeze in the leading restoring coefficient and set
Then obeys simple harmonic motion. Using , and integrating the remaining Lagrange planetary equations gives
The omitted apsidal modulation comes from higher perturbative orders and . All expressions are leading resonant approximations, valid while the omitted fractional changes remain small. The small-libration phase portrait is
with period . The semi-major axis half-width is and the orbital eccentricity half-width is .
Dividing the original and equations gives the exact invariant of their retained terms,
Thus the – plot is a segment of this increasing curve traversed back and forth, not a closed ellipse. Locally its slope is .
Finite amplitude and the separatrix. Keep the same weak-resonance approximation but allow to be finite. The leading angular equation is , or . Multiplication by gives
This resonant pendulum energy is constant in the pendulum approximation of a mean-motion resonance. It is not an exact integral of the earlier full equation when and its restoring coefficient vary: the term alone prevents that conclusion in general.
For the phase portrait has closed libration curves around , with
where is the complete elliptic integral of the first kind. The largest speed is and the leading semi-major axis half-width is . As , the energy approaches , the separatrix through the saddles at zero and ; the particle spends increasingly long intervals near those saddles. With ,
At exactly , , the particle stays at the unstable fixed point in the ideal model. Nonstationary separatrix trajectories approach the saddle only in infinite time; above separatrix energy, the resonant argument circulates and resonance protection is lost. These distinctions matter when describing the limiting motion.
Figure 1.
Resonant pendulum libration curves, separatrix and circulation, with the eccentricity versus semimajor-axis invariant
. Details.
Write for the physical planet radius and for the debris-cloud radius; the source uses for both even though their stated size orderings are opposite. A central transit duration of a small planet on a nearly circular Kepler orbit is . Kepler's third law, with , gives
A noncentral planetary exoplanet transit is shorter, so within the small-radius and nearly circular approximations, a duration requiring
is too long for the planet alone and favors extended debris. For a central cloud transit with , the path length is approximately . Using the Hill radius gives , hence the Hill-cloud transit mass estimate
This equality assumes a central cloud chord. An orbit described merely as nearly edge-on need not have central cloud crossings. If its projected cloud impact distance is , the measured half-chord is , so the boxed mass is multiplied by . It is a lower estimate when that geometry is unknown.
For the dynamical calculation use , , and . The derivatives in the supplied Lagrange planetary equations hold the other osculating orbital elements fixed:
Since , the physical mean-longitude equation for a first-order resonant term is
The source's epoch notation needs care when varies. Literally differentiating adds ; one cannot retain that definition and also identify the printed with . A consistent version writes and assigns the displayed correction to . Equivalently, the canonical mean-longitude equation for a first-order resonant term follows from the disturbing function directly. The result for is the intended physical equation under that convention.
Away from resonant-argument libration, neglect changes in on one slow cycle to this order. With the reference mean motion, the signed slow frequency is
This is the near-resonant transit-timing superperiod. Choose . Differentiating with the semi-major axis equation gives
Let and . Direct integration gives
with zero initial mean longitude. The constant and linear terms are absorbed into the fitted transit ephemeris: the measured mean frequency is . This distinction avoids mistaking an arbitrary initial frequency for the long-term fitted period.
For , the double-integrated frequency term dominates the direct term provided stays finite. Relative to the fitted linear ephemeris, gives
Here denotes the fitted mean period at the retained order. The signed-frequency convention fixes the phase sign. Replacing by changes the sign of the signed when needed; a nonnegative amplitude has
Using a signed instead gives the source's signed proportionality . The leading implicit transit equation can equally use inside the sine, since the difference is higher order in the perturbation. This is the eccentricity-enhanced near-resonant transit-timing variation; its derivation assumes small longitude oscillations, at fixed resonance coefficients, and the effectively fixed eccentricity used in this truncated model. Dominance over forced-eccentricity timing terms typically also requires at fixed . A full transit calculation also includes forced orbital eccentricity and the conversion from mean longitude to the actual sky-crossing angle. Those are lower order in this eccentricity-enhanced regime, rather than identically absent; broader near-resonant formulas are derived by Lithwick, Xie and Wu.
Inside a mean-motion resonance, undergoes resonant-argument libration and its evolution must be solved together with . The constant circulation frequency and the associated expansion then fail. At approximately fixed eccentricity, the resonant resonant pendulum approximation has libration frequency of order , up to numerical factors. The transit-timing variation follows that libration period and depends on its libration amplitude of a resonant argument. Exactly at a resonant equilibrium there need be no libration signal; near a separatrix the period grows, and eccentricity dynamics can modify the simple estimate. Resonant amplitudes remain controlled by the bounded resonant motion rather than diverging as the circulating detuning tends to zero.
For brevity write , , and . The quadratic disturbing function is . Differentiation in Lagrange planetary equations gives
The separate longitude of pericentre equation is singular at , because a circular orbit has no distinguished periapsis. The complex eccentricity, , is regular there. Using and gives
Since and ,
The approximations are planar, small-orbital eccentricity, first order in the planet-to-star mass ratio, and secular averaging away from important mean-motion resonances. The semimajor axis values remain constant at this order.
For a planet with fixed orbit, set and . Then , so . With ,
On the Argand diagram, the complex eccentricity traces a circle centred on the forced eccentricity , of radius . For an interior test particle, and , so the motion is counterclockwise, starting at the origin. The rotating radius is the free eccentricity. The orbital eccentricity ranges from zero to , attaining its maximum at half a secular period. If is placed on the positive real axis, the initial tangent points downward, which is consistent with counterclockwise motion from the leftmost point of this circle.
Figure 1.
The same forced-eccentricity circle sampled at equal times: a fixed-mass planet completes one circuit while a linearly growing planet completes half a circuit by its growth time
. Details.
Now let the planetary mass grow as for , while the planet's orbital elements and the test particle's semimajor axis remain fixed. Both the precession and forcing coefficients acquire the same factor . Their ratio, and hence , remain constant. Thus
and
This is the secular phase integral for proportional mass growth. The Argand diagram circle and the free eccentricity amplitude are unchanged; only the rate of traversal changes. The angular speed about starts at zero and rises linearly to . The early displacement is quadratic in time rather than linear. Since , , so
A planet already at its final mass would instead return the particle to at . After growth stops, the circle continues at rate , with for . Slow mass growth does not damp the free eccentricity here: the fixed centre of the circle and the conservative equation preserve its amplitude.
For several planets with fixed masses, Laplace-Lagrange secular theory gives for the planets and
for a massless particle, with real secular coupling coefficients . Resolve planetary complex eccentricities into secular eigenmodes, . Away from secular resonances, the test-particle solution has the form
Its Argand diagram trajectory is a superposition of rotations: generally a quasiperiodic curve with beats, rather than a circle with one fixed centre. Even if the planetary orbits are artificially held fixed, their combined forcing shifts the centre to the sum of the individual forced eccentricities. At , the resonant contribution is proportional to in linear theory; its growing amplitude eventually invalidates the small-orbital eccentricity approximation.
If one planetary mass changes, the Laplace-Lagrange secular matrix, its eigenvalues, its eigenvectors, and the particle's forced response generally change with time. Planetary modes need not remain independent. Frequencies drift and a secular resonance can sweep across the particle, changing or exciting its free eccentricity. Very slow evolution away from resonances permits an approximate adiabatic mode description; rapid evolution or a resonance passage can mix modes. The simple substitution of a phase integral works only in the special proportional-growth case above, where the entire particle equation is multiplied by one scalar and its forced centre stays fixed. It does not apply to a general many-planet system.
Differentiating the disturbing function in Lagrange planetary equations gives
For the complex eccentricity ,
Use . Each planetary term becomes , so
Unlike the polar orbital element equations, this linear equation is nonsingular at .
Keeping one resonant harmonic and treating orbital eccentricity as fixed reduces mean-motion resonance dynamics to a physical pendulum equation. For the inner first-order term , leading Lagrange planetary equations give . Around its stable phase, the small-amplitude libration frequency is . Evolution of eccentricity, other harmonics, and approach to a separatrix change this approximation.