A circular distant barycentric Kepler orbit around a circular star–planet binary need not have constant star-centred osculating orbital elements. Let be the planet's fraction of the binary mass, , and . Subtracting the stellar reflex velocity produces radial and tangential perturbations , where is the planet's longitude minus the particle's longitude. The vis-viva equation gives the displayed semi-major axis variation. The eccentricity vector components follow from and . The errors are ; the spatial translation itself is only . These are changes of instantaneous orbital description, even when the assumed barycentric trajectory is fixed.
For perturbing acceleration on an osculating orbital element system with fixed central parameter ,
To prove it, differentiate the specific orbital energy , obtaining . Substitute , and . Here is the true anomaly; a normal perturbing acceleration does no instantaneous work.
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 .
Put , , and . Here is the specific angular momentum, is the true anomaly and is the planar longitude of periapsis. Differentiating the Kepler orbit equation with gives
Resolve the velocity along the radial and tangential unit vectors, and . The identities and yield
This is the Kepler velocity hodograph: the velocity runs around a circle whose centre is displaced by the orbital eccentricity.
The centre of mass condition gives the star's barycentric position . Translating to the star without rotating the axes gives and . From Kepler's third law, , so
Consequently
The small displacement and the larger reflex velocity have different orders: , but the reflex speed divided by the circular speed is . These are the source of the astrocentric osculating-element oscillations.
For the coordinate ratio, the exact result is
For fixed , , so this is on any angular region with bounded away from zero. The printed coordinate claim is not uniform over a full orbit: at its ratio is undefined. The nonsingular statement is , assuming the pericentre distance remains much larger than the binary separation.
Squaring the two components of the velocity gives
At , and . Since
this reduces to the vis-viva equation, .
Now let the barycentric Kepler orbit be circular, write and , and put . The osculating orbital elements about the star use the gravitational parameter . To the required order, and . The specific orbital energy therefore implies
Here and under the stated hierarchy. Even at a phase where the leading cosine vanishes, the absolute error bound remains valid.
Finally, use the eccentricity vector . In radial and tangential components it is
The translation changes the radial basis only by , whereas and . Thus
For the original circular Kepler orbit, and are separately arbitrary; their sum is well defined. Using the eccentricity vector avoids introducing an undefined pericentre for that circular Kepler orbit.
The central equation must be read as ; its printed left-hand expression lacks . Initially is constant. Dotting this equation with the velocity gives
Taking its cross product with gives . In the fixed orbital plane the magnitude is . These are conservation of specific orbital energy and specific angular momentum.
Let . Differentiating the polar equation of the Kepler orbit, with its elements initially constant, gives
Substitution into the specific orbital energy yields
For isotropic stellar mass loss with no recoil or drag, the force is still central, so remains exactly constant, although does not. Now
The same algebraic relation between holds for the instantaneous osculating orbital elements. Differentiating it and using gives
and, for ,
A particularly useful nonsingular description uses the eccentricity vector
The vector equation remains meaningful at a circular orbit, where a longitude of pericentre is undefined. Its components along and perpendicular to give the scalar formula above and
The osculating pericentre is . Therefore
For mass loss, , this is nonnegative: pericentre does not decrease. It is positive except at pericentre itself, where and . Thus a strictly opposite sign at every instant is not literally true; a pericentre passage with nonzero mass-loss rate is a counterexample to the strict wording. The intended monotonicity follows exactly, without requiring slow mass loss.
For adiabatic orbital expansion under isotropic mass loss, average over the unperturbed Kepler orbit and hold constant to leading order during that orbit. If is the eccentric anomaly and , then
It follows immediately that
Averaging with uniform true anomaly instead of uniform time would give the wrong result. Since , conserved and constant secular orbital eccentricity give
The pericentre and apocentre expand in the same secular proportion. These are leading adiabatic invariants, rather than exact invariants for arbitrary time-dependent .
For the instantaneous precession fraction write and . The adiabatic apsidal condition is controlled by
It is a signed fraction: apsidal advance contributes positively on the outward leg during mass loss, and negatively on the inward leg. Let . Ordinary orbit averaging requires , together with negligible variation of the mass-loss law over one orbit. If the pericentre direction is also to vary negligibly relative to the instantaneous azimuthal motion, the maximum absolute fraction must be small. A precise condition for is
The maximizing cosine is : differentiating the last factor gives . Thus one can evaluate explicitly by putting into the formula. Its useful limits are
For orbital eccentricity of order unity, mass loss much slower than an orbital period suffices; near a circular orbit, keeping the pericentre direction slowly varying additionally requires . The latter divergence is a singularity of the pericentre coordinate, not a divergence of the eccentricity vector dynamics. Indeed, at frozen , integrating the scalar evolution to first order gives up to an integration constant. Its absolute amplitude stays small for slow mass loss even when the scalar longitude of pericentre becomes unsuitable.
Use rotating barycentric coordinates , rotating velocity , and . Multiplying the three equations by the corresponding velocity components and adding cancels the Coriolis force terms:
Thus the Jacobi constant is . The inertial barycentric velocity is . If and , then
The inertial energy and inertial angular momentum need not separately be constant. Their combination is constant because the two gravitational sources rotate steadily at unit angular speed.
For the Tisserand parameter take , and compare the osculating orbital elements well outside a close encounter, where and barycentre-to-primary corrections are negligible. Then
This requires a circular secondary orbit, the restricted three-body problem approximation, and no dissipative force or other perturber. is conserved to leading order between encounter episodes; the osculating during a close encounter need not be constant. The exact invariant is .
For clarity the exact two-body energy relation is , rather than the printed formula without the numerator . At the leading order used for , the two agree; retaining finite in just part of that formula is inconsistent.
At a close encounter put the secondary radius and speed equal to one at leading order, and denote the particle's incoming relative speed outside the secondary's strong-deflection region by . Conservation of relative speed in the short gravitational encounter gives
An incoming orbit with has at by the vis-viva equation; escape there requires an outgoing speed exceeding . The triangle inequality therefore gives the necessary single-encounter escape velocity bound
Equality only gives a marginal parabolic limit. This argument deliberately gives a weak necessary bound, not a sufficient scattering criterion.
The planet-encounter relative velocity is related to the Tisserand parameter by
Here at the encounter radius, and the formula also applies to inclined passages at the planet's orbital plane. For the intended prograde coplanar incoming orbit, and , so . Applying the preceding necessary bound gives
Coplanar alone also allows . For that retrograde case , and even a circular incoming orbit can be scattered onto an escaping orbit; the orbital eccentricity restriction therefore presumes prograde motion. Also, retaining the outgoing relative-velocity geometry gives the sharper necessary condition , hence and for the same prograde incoming orbit. This stronger bound is consistent with, and implies, the weaker bound above.
For the Tisserand periapsis bound, first write
A bound orbit capable of another close encounter must intersect the secondary's circular radius, so . For fixed , the largest possible occurs at . The remaining expression decreases with , since
Thus every such orbit obeys
On , increases monotonically from to . For the least accessible pericentre is the unique root of : the limiting orbit is prograde and coplanar, with apocentre just at the planet. Introduce . Its tangential speed at this apocentre is , and its vis-viva equation gives the particularly well-behaved answer
Equivalently, setting gives and , with . Rationalizing the previous result yields
The apparent singularity at is removable; the first form gives there. The limits are as and as . The same lower envelope also excludes a smaller pericentre on an escaping trajectory when . To see this without introducing an apocentre, use the planet-frame velocity sphere: forces the tangential component at an encounter to be at least , so total specific angular momentum obeys . At pericentre the stellar energy obeys , while . Thus
If , then , and the left side is increasing with . Hence . But , and the right side is smaller than for , a contradiction. This establishes the barrier for all Kepler trajectories that reach the encounter radius, including unbound ones.
For , bound encounter-crossing orbits can approach (take ), so the positive root extrapolated from the displayed expression is not a universal barrier. For there is no trajectory reaching a close encounter in this approximation, since would be negative. Multiple encounters can approach the derived lower envelope by changing energy, angular momentum and inclination while preserving the Tisserand parameter; the invariant alone does not guarantee a particular encounter history reaches it.
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.
Treat as instantaneous osculating orbital elements of the fixed-central-parameter Kepler orbit. The perturbing work changes the specific orbital energy according to
The specific angular momentum and conic equation give
Substituting proves the Gauss planetary equation for the semi-major axis:
Here denotes true anomaly, not the fractional luminosity used in Question 1. The equation follows from work alone; a normal perturbing acceleration has no instantaneous contribution because the velocity lies in the orbital plane. For slowly averaged evolution, the perturbation must be weak over one orbital period.