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.
Introduce
Because the speed is , write
The momentum equations give
Use an asymptotic expansion
The zeroth-order inertial oscillation is
At first order,
and integration with the initial conditions gives
Therefore
The periodic terms describe a slightly distorted clockwise circle. The secular term in is a westward drift with velocity
This beta drift of an inertial oscillation occurs because the Coriolis parameter, and hence the turning rate, is larger on the poleward half of the orbit than on its equatorward half. A trajectory sketch therefore consists of clockwise loops whose centers move steadily westward; the parcel starts at the westernmost point of its first loop and initially travels northward.
Assume a steady, small-Rossby number surface boundary layer, neglect horizontal viscosity and nonlinear acceleration, take the pressure gradient to be independent of depth, impose no normal flow at the surface, and let the viscous stress vanish at . Subtract the depth-independent geostrophic balance from horizontal momentum. For the ageostrophic velocity,
Integrating from to and using
gives the Ekman transport
Depth-integrated mass conservation, with , gives
Hence the vertical velocity entering the ocean interior is the Ekman pumping velocity
For constant this reduces to
Let be the constant interior depth. Assume a homogeneous hydrostatic interior with depth-independent horizontal velocity, negligible friction, steady small-Rossby number flow, and no normal flow through the flat bottom. The vertical velocity varies from to , so incompressible flow gives
The leading horizontal momentum balance is geostrophic balance:
Taking its vertical curl on a beta plane gives
Combining the last two equations yields Sverdrup balance
The zonal velocity is then fixed, up to its value on one side boundary, by
Equivalently, substituting part a gives the depth-integrated form
A lateral boundary condition, normally supplied by matching to a boundary current, determines the remaining zonally uniform part of .
Put and let be the depth-independent interior velocity. The kinematic boundary conditions on the sloping upper and lower surfaces are
Integrating mass conservation through the layer gives
The inviscid vertical-vorticity equation is
Consequently the shallow-water potential vorticity
obeys the forced evolution equation
Positive upward Ekman pumping removes layer thickness and raises the potential vorticity of the remaining column.
For a steady small-Rossby number flow, , so
Equivalently,
The same result follows from the integrated vortex-stretching balance
When with ,
If the upper pumping is absent or weak and the upper surface is locally level, the impermeable-bottom condition is . The stipulated then gives , and in the Northern Hemisphere
The steady interior flow is therefore directed northeastward, along contours of in the unforced limit. As a parcel moves eastward into deeper water, its vortex column stretches; a poleward displacement increases and preserves potential vorticity. Nonzero Ekman pumping drives motion across the contours. This is topographic potential-vorticity steering and the associated topographic Sverdrup balance.
For an inviscid Boussinesq approximation fluid in a nonrotating frame, write buoyancy as and kinematic pressure as . The governing equations are
They require density variations to be small compared with a constant reference density, while retaining those variations in buoyancy; the flow scale must be small compared with the background density scale height. Ideal flow additionally neglects viscosity and scalar diffusion.
Linearize about
where is the buoyancy frequency, and define
For two-dimensional disturbances, the linear equations are
The condition expresses stable density stratification.
Differentiate horizontal momentum with respect to and vertical momentum with respect to . When the two equations are subtracted, the terms proportional to vanish by incompressible flow. The pressure derivatives also cancel, leaving
Differentiate this equation with respect to . Since continuity gives
one obtains
Apply and use the buoyancy equation . Multiplication by then gives
For the normal mode
the linear material derivative becomes
Substitution into the equation from part b and division by gives the Taylor–Goldstein equation
where
and the Scorer parameter is
For a ridge-fixed disturbance, . If the Scorer parameter varies on a height scale much longer than the vertical wavelength, the local WKB approximation gives
where . The disturbance is vertically oscillatory there and can carry wave activity upward. Where , is imaginary and the solution is vertically evanescent.
A rigid ridge supplies the lower boundary condition and an upper radiation or decay condition selects the physical solution. If decreases through , the crossing is a turning level: the wave is reflected or decays above it and is trapped beneath it. Increasing normally reduces , while decreasing reduces it directly; subject to the curvature term , either change therefore promotes vertical trapping of an atmospheric gravity wave.
Multiply
by and integrate from the rigid bottom to an upper endpoint at which . The bottom term also vanishes because . Integration by parts gives
Therefore the horizontal wavenumber has the Rayleigh quotient
For a trapped wave the upper endpoint may be taken to infinity because the eigenfunction decays.
Let
Because the Rayleigh quotient is stationary with respect to first-order changes of its eigenfunction, only the explicit dependence of on contributes when the quotient is differentiated. Thus
where
It follows that
Since , the horizontal group velocity is
For a stationary ridge wave, . Assume , so downstream is the positive direction. The stated inequality is
The denominator in the group-velocity formula is then positive, and
The atmospheric internal gravity waves generated by the ridge consequently carry their wave packet downstream.
Begin with the Boussinesq approximation primitive equations on a beta plane, decompose every field into a zonal mean and a disturbance, and average over longitude. The zonal momentum equation then contains the divergence of the eddy momentum flux , while the mean density equation contains the divergence of the eddy density flux . At small Rossby number, use geostrophic balance, hydrostatic pressure, thermal-wind balance, and the leading eddy equations to combine those fluxes.
Define
and introduce the residual mean circulation
The added eddy-induced velocity is nondivergent, so
It absorbs the eddy density-flux divergence into advection by the transformed circulation, giving
The mean zonal momentum equation becomes
where the zonally averaged Eliassen–Palm flux in the meridional-vertical plane is
Thus the transformed Eulerian mean gathers the wave forcing into one flux divergence and makes density evolve under one residual circulation.
Define the residual-circulation stream function by
This satisfies residual mass conservation identically. Let
The momentum equation is
Differentiate geostrophic balance vertically and hydrostatic pressure meridionally to obtain thermal-wind balance
After a time derivative, the transformed density equation gives
On the other hand, the derivative of momentum gives
Eliminating yields the Eliassen equation for residual circulation
Put . For the specified quasi-geostrophic streamfunction, the complex amplitudes of the disturbance fields are
The product of these two amplitudes is purely imaginary after one is conjugated, so its zonal mean vanishes:
Consequently
Geostrophic balance and hydrostatic pressure give
Therefore
Since , the vertical Eliassen–Palm flux is
Thus it has the stated form
with
Let
where is the Heaviside step function. Then
so the Eliassen equation for residual circulation is
Take no normal residual flow at and , decay as , and choose the streamfunction constant on the connected rigid boundary to be zero. Thus
The required Fourier series in sine modes is
Define
For each mode, the vertical equation is
The Dirac delta function requires
The solution satisfying the boundary conditions is therefore
where
The momentum equation gives
The jump of supplies an equal positive delta function in , so the singular terms cancel. The regular acceleration is
where
Finally, the transformed density equation gives
These exponentially decaying modes are the balanced mean response to wave-activity deposition at .
Define the Eulerian-mean streamfunction by
With
the transformation in part a gives
Hence, up to an irrelevant additive constant,
For the step-profile flux,
The residual streamfunction vanishes on the rigid boundaries, decays away from the absorption level, and has opposite-signed values immediately below and above . Its vertical derivative gives a zonal acceleration concentrated around and largest near the channel center. Its meridional derivative gives a dipolar density tendency: changes sign across the channel center and reverses vertical structure across the absorption level.
The eddy term in has a compensating downward jump at , so the Eulerian-mean streamfunction is continuous even though jumps in the idealized step limit. Below the critical layer, the Eulerian view contains a broad circulation associated with the eddy density flux; the transformed view subtracts that reversible eddy-induced motion and isolates the residual circulation forced where the waves dissipate.
In the Eulerian density budget, vertical advection by and the divergence of can be individually large and largely cancel. The transformed Eulerian mean combines them into advection by , making the irreversible mean response to wave-activity deposition much clearer.
Let the wave-forcing layer have vertical scale and meridional scale . In the Eliassen equation for residual circulation, the two restoring terms scale as
Their ratio is controlled by
In the shallow-forcing limit , the vertical derivative term dominates:
After one vertical integration,
The Coriolis force on the residual mean circulation therefore balances most of the wave forcing, and
is small at leading order. The response is primarily an overturning circulation with an associated density tendency.
In the deep-forcing limit , the meridional term dominates:
Now
so the residual circulation is too weak to balance the forcing. The dominant momentum response is direct zonal acceleration,
with a comparatively weak overturning and density response.

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