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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 ${\rho }_0$ and remove the background hydrostatic pressure. Let $\pi =p^{\prime }/{\rho }_0$ and let the upward buoyancy perturbation be $b=-g{\rho }^{\prime }/{\rho }_0$. A vertically varying reference density stratification has $N^2(z)>0$. Under the Boussinesq approximation, the inviscid and adiabatic equations areHere $D/Dt={\partial }_t+{\mathbf{u}}_H\cdot {\nabla }_H+w{\partial }_z$. Density variations are small compared with ${\rho }_0$ 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 $L,H$, speed be $U$, and take the slow time $L/U$. Take $f_0>0$ for definiteness; use $|f_0|$ in the scale estimates in the opposite hemisphere. The principal small parameter is the Rossby number $\mathrm{Ro}=U/(f_{0}L)\ll 1$ at a latitude where $f_0\ne 0$. For the hydrostatic, strongly stratified regime, $H/L\ll 1$ and $f_0/N\ll 1$. Retaining both horizontal vorticity and vortex stretching gives the Burger numberThe geostrophic balance pressure scale is $f_{0}UL$ and the buoyancy perturbation scale is $B=f_{0}UL/H$. Hence $B/(N^{2}H)=\mathrm{Ro}/\mathrm{Bu}\ll 1$: buoyancy perturbations produce small displacements relative to the background stratification scale. The ageostrophic flow is $O(\mathrm{Ro}U)$ and incompressibility then gives $w=O(\mathrm{Ro}UH/L)$. Vertical acceleration is smaller than hydrostatic terms by order ${\mathrm{Ro}}^2(f_0/N{)}^2$ 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 $\psi =\pi /f_0$. Leading geostrophic balance and hydrostatic balance implyDifferentiating horizontally and vertically gives the thermal-wind balanceThus 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 $\psi /L^2$ and $(f_0^2/N^2)\psi /H^2$. Equality givesFor constant $N$, $Z=(N/|f_0|)z$ makes the inversion operator an ordinary three-dimensional Laplacian. Equivalently, an interior balanced disturbance of horizontal size $L$ naturally penetrates a depth of order $|f_0|L/N$. With $N\gg |f_0|$ 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 $f=f_0+\beta y$, with $\beta L/f_0=O(\mathrm{Ro})$, or equivalently $\beta L^2/U=O(1)$. The small correction to the leading balance is dynamically important on the slow time. Let $\xi ={\nabla }_H^2\psi$ be vertical relative vorticity and let $D_g={\partial }_t+{\mathbf{u}}_g\cdot {\nabla }_H$. At the first nontrivial order, the vertical vorticity equation and buoyancy equation reduce toRelative-vorticity stretching and tilting are higher order here; planetary-vorticity stretching $f_0{w}_z$ must remain. Eliminate $w$ to expose a materially conserved balanced scalar. Because ${\mathbf{u}}_{g,z}=(-b_y/f_0,b_x/f_0)$, the commutator term ${\mathbf{u}}_{g,z}\cdot {\nabla }_{H}b$ is exactly zero. For $N=N(z)$ this givesAdding the two equations proves the quasi-geostrophic potential-vorticity equationAn additive constant such as $f_0$ changes no dynamics. The horizontal streamfunction advection bracket can express this as $Q_t+{\psi }_x{Q}_y-{\psi }_y{Q}_x=0$. Although small departures from balance generated this evolution equation, the leading geostrophic flow itself advects $Q$ 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 ${\mathbf{u}}_g$, and recover $\psi$ fromThe stratified quasi-geostrophic inversion is elliptic for positive $N^2$. 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, $w=0$ makes boundary buoyancy satisfy $D_{g}b=0$, and $b=f_0{\psi }_z$ supplies the vertical derivative data for inversion. Boundary buoyancy perturbations can therefore support flow even when the interior anomaly is zero. Once $\psi$ is found, its horizontal derivatives give velocity, its vertical derivative gives buoyancy, and the thermodynamic equation diagnoses $w$. This balanced evolution excludes the independent fast-wave initial data present in the full equations.

Finally, a gradient in $f$ supplies a restoring mechanism even in an otherwise uniform fluid. Linearizing about rest with constant $N$, the quasi-geostrophic potential-vorticity equation becomesSubstitution of $\psi \propto e^{i(kx+ly+mz-\omega t)}$ gives the Rossby wave dispersionFor $\beta >0$, 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 $f_0$ vanishes, this mid-latitude quasi-geostrophic approximation and its scaling must be replaced.