There are axis equilibria when , and for every . At an axis equilibrium the eigenvalues of the Jacobian matrix are and . Thus a negative axis root is a stable node when and a saddle when . A positive axis root is an unstable node when and a saddle when . Equalities give a zero eigenvalue.
At ,
It is a saddle for . For , it is stable if , unstable if , with real node eigenvalues for and a focus for . At the node-focus transition is not a bifurcation of hyperbolicity when . For , has imaginary eigenvalues when and the linearized system is a centre. For , the candidate local bifurcation values are . When these zero-eigenvalue events coincide at , while the off-axis equilibrium also has zero-real-part imaginary eigenvalues for every .
The centre manifold theorem reduces local dynamics near zero-real-part eigenvalues to an invariant manifold tangent to their eigenspace; transverse directions with nonzero real parts retain their stable or unstable character. For a varying parameter, adjoin and use an extended centre manifold for a parameter.
Take . At near the origin, is an exact extended centre manifold. Its reduced equation is
This is a saddle-node bifurcation: no nearby axis equilibria for , one at zero, and two for . The transverse eigenvalue is positive, so the negative root is a saddle and the positive root an unstable node for small positive .
At , put , , . Then , , . Write the extended centre manifold as . Its invariance equation is . Matching degrees gives
Hence the reduced dynamics are
The exact equilibrium branches are and , crossing at zero and exchanging stability in the centre direction. This is a transcritical bifurcation; the transverse eigenvalue remains positive. For the axis branch is an unstable node and the off-axis branch a saddle; for their roles reverse locally.
When , the two parameter values merge and the origin at has a double zero eigenvalue with nonzero nilpotent linear part. The centre manifold is then two-dimensional, so the preceding one-dimensional classifications cannot simply be reused. Also the off-axis branch has imaginary eigenvalues for every , with identically zero trace: this is not a generic Hopf bifurcation obtained by varying . These degeneracies already follow without computing a new normal form.
The fixed point zero has multiplier , so it is attracting for and repelling for . Other real fixed points satisfy
Their multiplier is , and they are attracting exactly when . At equality the linear test is inconclusive. For two branches meet at , , a generic saddle-node bifurcation. At , the nonzero branch crossing zero gives a transcritical bifurcation when .
Figure 1.
Representative fixed-point diagrams with solid attracting and dashed repelling branches
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The three sketches use respectively; case (iii) therefore illustrates the subcritical-flip choice.
The fixed-point conditions are
On they give and the disease-free equilibrium . An interior fixed point requires , so it exists only for ; substitution in the first equation gives the endemic equilibrium
The Jacobian matrix is
At its eigenvalues are and . Hence is asymptotically stable for and a saddle point for . At the endemic equilibrium, the equivalent coordinates give eigenvalues and , so it is a stable node whenever it exists. The origin is unstable because every solution with has .
For the phase portrait, the line is invariant and points toward . Also
so trajectories move toward the line . If , then throughout the interior and every nonzero solution approaches . If , the additional infective nullcline is the ray ; increases below this ray and decreases above it, and every trajectory with approaches . At the disease-free and endemic branches exchange stability in a transcritical bifurcation.
After adding , the equilibrium equation is
The constant term breaks the reflection symmetry . Consequently each symmetry-forced pitchfork becomes an imperfect pitchfork bifurcation, while each crossing that produced a transcritical bifurcation is disconnected. The remaining generic turning points are saddle-node bifurcations. The lower row shows this unfolding for a representative small positive ; the upper row gives the unperturbed diagrams.
Figure 1.
Bifurcation diagrams for the equilibrium branches
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For , both pitchforks and both transcritical crossings are destroyed. For , the simultaneous fifth-order meeting splits into separated folds. For , both pitchforks become imperfect. Hence, under the allowed constant perturbation,
This is the structural stability of a bifurcation distinction between the nongeneric pitchfork and transcritical diagrams and the generic saddle-node diagrams left by their unfoldings.
Suppose . Near the pitchfork at , put . Keeping the lowest terms that distinguish the branches gives
Since , this is the pitchfork bifurcation normal form: the zero branch changes from stable to unstable and the stable branches appear for .
Near , put . Then
Here , so for the zero branch is stable and the two nearby nonzero branches are unstable. This confirms the parameter-reversed subcritical pitchfork bifurcation.
Finally fix either and put
The two vanishing factors have the leading expansions
With the parameter-dependent coordinate ,
This is the transcritical bifurcation normal form: the branches and cross and exchange stability.
Put
The equilibrium points of a dynamical system form the three branch families
For a simple equilibrium, fixed point stability for an autonomous differential equation is determined by the sign of . On the three families,
Thus solid branches in the figure are stable and dashed branches are unstable.
If , the pair emerges stably from at in a pitchfork bifurcation. At , the pair meets with unstable nonzero branches; after reversing the parameter orientation this is a subcritical pitchfork bifurcation. At , the two positive branches cross and exchange stability, as do the two negative branches, giving two simultaneous transcritical bifurcations at .
If , every branch meets at . For only the stable trivial branch exists. For , is stable, the inner branches are unstable, and the outer branches are stable. This is a degenerate fifth-order bifurcation rather than a generic pitchfork.
If , a supercritical pitchfork bifurcation occurs at : the trivial branch loses stability and the stable branches emerge. At , the unstable branches meet the trivial branch, which regains stability; this is the parameter-reversed form of a subcritical pitchfork bifurcation.
At a non-axis fixed point the determinant and trace are
These formulas determine the solid stable and dashed unstable branches in the bifurcation diagram. The pair is born in a saddle-node bifurcation at . For , it exchanges branches with at and with at , both transcritical bifurcations. If , the saddle-node lies to the left of ; if , it lies to the right. For , the saddle-node and the collision at combine into a pitchfork bifurcation at .
At an equilibrium, each product in
must vanish. This gives the two parameter-independent equilibria
the equilibria on
and the equilibria with both coordinates nonzero
where matching signs are used.
The pair is born at , suggesting a saddle-node bifurcation. At , one of these equilibria meets , suggesting a transcritical bifurcation, while the two equilibria near are simultaneously born in a saddle-node. At , the minus branch meets , suggesting another transcritical bifurcation. At , that branch meets the equilibrium , again suggesting a transcritical bifurcation. Thus the bifurcation parameter values are
There are two bifurcations in , both at .
Near , append . The plane is invariant and tangent to the extended center subspace, so it is an extended center manifold. The reduced equation is exactly
Its leading terms have two branches, and , which cross and exchange their center-direction stability. Hence this is a transcritical bifurcation.
For the bifurcation at , set
The extended system becomes
Solving the centre-manifold invariance equation for gives
Substitution into the equation yields
For this has two nearby equilibria , while for it has none. It is therefore a saddle-node bifurcation. These reductions are collected in bifurcations of the 2022 Cambridge quadratic-cubic system.
At an equilibrium, the second equation gives . The first equation then gives
Hence the fixed-point branches in the plane are
and
The three branches meet at . The branch meets the positive square-root branch again when , so the second bifurcation value is
The Jacobian matrix at a general point is
On the branch it is triangular, with eigenvalues
Thus is unstable for , asymptotically stable for , and unstable for .
On a square-root branch write . Then
whose trace is and determinant is . The negative branch is therefore a saddle equilibrium for every . The positive branch is a saddle for and asymptotically stable for ; close to it is a stable node.
To resolve the nonhyperbolic point at , make the prescribed substitution
and append . The equations become
The centre subspace is . Seek the extended centre manifold for a parameter as
The centre-manifold invariance equation is
To second order, , so comparison of coefficients gives
and hence , . Therefore
Substitution into the equation gives the reduced flow
Its central branch is unstable for and stable for , while the two nonzero branches for are unstable. Thus the bifurcation at zero is a subcritical pitchfork bifurcation with reversed normal-form parameter , exactly as recorded by the extended centre manifold of the 2023 Cambridge quadratic-product system.
The complete bifurcation diagram is therefore as follows. For , only exists and is unstable. For , is stable while both and are saddles. For , is stable while and are saddles. At , and cross and exchange stability, so the bifurcation is transcritical. This gives the bifurcation diagram of the 2023 Cambridge quadratic-product system.
Finally consider the phase plane near with . If , the lower equilibrium is a stable node and the upper equilibrium is a saddle. If , the lower equilibrium is the stable node and the upper equilibrium is the saddle. In each case the saddle has one-dimensional stable and unstable manifolds; one unstable separatrix runs toward the nearby stable node, while the other runs out of the local neighbourhood. The two equilibrium branches and their local invariant manifolds exchange roles as passes through one, which is the standard local phase portrait of a transcritical bifurcation.
A transcritical bifurcation has normal form
Its equilibrium branches are and . Linearization gives derivative on the first and on the second, so the branches cross at and exchange stability: for , is stable and unstable; for the labels reverse.
A small constant perturbation
has equilibria . For the two branches avoid the crossing; for there is a parameter interval with no equilibrium, bounded by two saddle-node points. Thus arbitrarily small perturbations change the bifurcation diagram, so the crossing is not structurally stable.
A bifurcation is structurally stable within a specified class of systems when every sufficiently small allowed perturbation preserves its local qualitative bifurcation diagram up to smooth changes of state and parameter coordinates. A generic saddle-node bifurcation is structurally stable in one-parameter families, whereas a pitchfork bifurcation requires a symmetry and a transcritical bifurcation requires intersecting equilibrium branches, so unrestricted perturbations destroy either one.