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The planar pendulum in Hamiltonian form: kinetic metric ml2, substituted Hamiltonian p2/(2ml2)−mglcos⁡θ and the reduced equation

Physical scope

A worked check of the Hamiltonian reformulation on the planar pendulum of the framework: one label of mass m constrained without friction to a vertical circle of radius l under a uniform downward field, described by a two-chart angular atlas covering the entire circle, including rotations; the kinetic metric is ml^2, the substituted Hamiltonian is p^2/(2ml^2) - mgl cos(theta), Hamilton's equations reduce to theta-double-dot = -(g/l) sin(theta), and the system is equivalent to the ideal constrained motion with its reaction recovered by the elimination theorem. All quantities are model values of the declared idealization; no measurement is reported.

Example

Declare one particle label of mass m>0 in the force branch of Adopted force model: force maps, the equation of motion, additive composition of force contributions and frame covariance, with time window R, ambient configuration domain Q=R3, potential U(x,y,z)=mgy, constant g>0, and no residual force. Thus the force is (0,−mg,0). Fix l>0 and impose the scleronomic regular constraint G(x,y,z)=(x2+y2−l2,z)=0, with the ideal-reaction law of Adopted ideal-reaction law for holonomic constraints: the d'Alembert condition, its scope and its limits. Its locus is the full circle N={x2+y2=l2,z=0}. Here m is a mass in kilograms, l a length in metres, and g an acceleration magnitude in metres per second squared; their dimensions are μ, ℓ, and ℓτ−2. The two components of G have dimensions ℓ2 and ℓ, respectively. Write Gkin for the kinetic metric, to distinguish it from G.

The full angular variable is an equivalence class [θ]∈R/(2πZ), with θ∼θ+2πk, k∈Z. The smooth periodic map X(θ)=(lsin⁡θ,−lcos⁡θ,0) descends to the circle of constrained configurations; this identification is the rescaled and rotated circle parametrization of [t]↦(cos⁡2πt,sin⁡2πt) is a homeomorphism from R/Z to the unit circle. It is not a one-to-one map from R and is not used as one global generalized-coordinate parametrization.

Instead use the two angular charts Ω0=(−π,π) and Ωπ=(0,2π), with restrictions X0,Xπ of X. The ambient open sets Q0=R3∖{(0,y,z):y≥0},Qπ=R3∖{(0,y,z):y≤0} satisfy Xa(Ωa)=N∩Qa for a=0,π. Restrict the ambient force model and constraint datum to Qa when applying Generalized-coordinate maps of the model, the substituted Lagrangian, the kinetic metric and generalized forces clause (d). Each restricted map is a one-to-one C3 parametrization with injective derivative, covering its constrained arc exactly once. The two arcs cover N. On each connected component of an overlap the angular coordinates differ by 2πk, with derivative 1; no chart uses the same constrained configuration twice.

In either angular chart, the following hold, with dimensionless radian angle θ:

On each phase-coordinate chart Ωa×R with coordinates (θ,p), define an alternating bilinear form on coordinate increments u=(uθ,up) and v=(vθ,vp) in R2 by ωa(u,v):=uθvp−vθup. The notation dθ∧dp below denotes this explicitly defined form field.

  1. Gkin=ml2, U~=−mglcos⁡θ, and L~(θ,θ˙)=12ml2θ˙2+mglcos⁡θ.
  2. The generalized momentum is p=ml2θ˙, of dimension action μℓ2τ−1. The fibre map is hyperregular with inverse θ˙=p/(ml2), and H~(θ,p)=p22ml2−mglcos⁡θ is the mechanical energy of the constrained motion.
  3. Hamilton's equations are θ˙=p/(ml2), p˙=−mglsin⁡θ, equivalently θ′′=−(g/l)sin⁡θ. Locally these are equivalent to the ideal constrained motion, with its reaction recovered by Ideal scleronomic holonomic constraints: the substituted Lagrange equations are equivalent to the constrained model equation.
  4. On overlaps θb=θa+2πk and pb=pa. The Lagrangian, Hamiltonian, equations, and canonical form dθ∧dp therefore agree, so the local Hamilton systems give one global system on the phase cylinder (R×R)/((θ,p)∼(θ+2πk,p)). This retains the entire pendulum, including rotations crossing either chart cut. Equivalence with the ideal constrained equations is local at every time and hence holds along any constrained motion, without pretending that one real angular chart is globally injective.

All quantities are declared model data; no measurement is reported.

Facts & Assumptions

Given: The positive data m,l,g, the uniform downward potential, the constraint G, its ideal-reaction law, and the two chart domains and parametrizations above.

[F1]

Generalized coordinates and ideal constraint reduction (Generalized-coordinate maps of the model, the substituted Lagrangian, the kinetic metric and generalized forces, Holonomic-constraint models of the force branch: constraint data, the constrained equation, virtual displacements and the scleronomic/rheonomic distinction, Adopted ideal-reaction law for holonomic constraints: the d'Alembert condition, its scope and its limits, Ideal scleronomic holonomic constraints: the substituted Lagrange equations are equivalent to the constrained model equation): a one-to-one C3 parametrization onto the constrained locus in its declared ambient open set, with injective derivative, gives the kinetic metric DXTMDX and substituted Lagrangian; its Lagrange equations are equivalent to the ideal constrained motion, with reaction recovered in the form DGTλ.

[F5]

The alternating bilinear form on each phase-coordinate chart is the field ωa defined in the Example prose above, denoted there by dθ∧dp.

Verification

technique · direct; establish an actual angular atlas, apply the mechanical formulas and constraint reduction in each chart, and verify agreement on the overlaps
1.1F1F3F4algebra

The constraint differential has rows (2x,2y,0) and (0,0,1), independent on N because x2+y2=l2>0, so the datum is regular and scleronomic. By [F3], two values of X agree exactly when their angles differ by 2πk; no two distinct points in either open interval Ωa do so. Its derivative is (lcos⁡θ,lsin⁡θ,0) with norm l>0. On Ω0 the only missing circle point is (0,l,0), and on Ωπ it is (0,−l,0), exactly the respective intersections with the removed ambient half-planes. Thus Xa maps bijectively onto N∩Qa with injective derivative. Its inverse is smooth locally because at each point either the x or y derivative is nonzero, giving a smooth scalar inverse by The Euclidean inverse function theorem; these local inverses agree by injectivity and give the smooth inverse on the arc. Consequently both are legitimate parametrizations for [F1], and their arcs cover the full circle.

2.1F1F2F3F4step 1.1algebra

In either chart Gkin=DXaT(mI3)DXa=ml2 and U~=U(Xa)=−mglcos⁡θ. Therefore L~=12ml2θ˙2+mglcos⁡θ and its velocity gradient is p=ml2θ˙. Since ml2>0, this fibre map is globally invertible with inverse p/(ml2), and [F2] gives H~=p2/(2ml2)−mglcos⁡θ, equal to the mechanical energy.

3.1F1F2F3step 2.1algebra

Differentiating the Hamiltonian gives H~p=p/(ml2) and H~θ=mglsin⁡θ. Thus Hamilton's equations reduce to θ˙=p/(ml2) and p˙=−mglsin⁡θ, whence ml2θ′′=−mglsin⁡θ. By [F1] and [F2], within each chart these equations are equivalent to the ideal constrained equations, and the reaction is recovered as DGTλ with its unique two-component multiplier.

4.1F1F2F3F5step 1.1step 3.1algebra∎

On an overlap the two angle representatives differ by a continuous integer multiple of 2π, hence by one constant multiple on each connected component, by Intermediate value theorem, by bisection with a canonical left-half rule: a continuous function on [a,b] takes every value between f(a) and f(b) along each overlap interval. Their time derivatives agree, so pb=ml2θ˙b=ml2θ˙a=pa; the transition map has identity derivative in (θ,p), and the definition [F5] therefore gives ωb=ωa, that is, dθb∧dpb=dθa∧dpa. Periodicity of sine and cosine makes the formulas for L~, H~ and the equations identical on overlaps. This defines the stated phase cylinder by gluing the charts (equivalently taking the displayed equivalence classes), and the local solutions and reactions agree wherever both charts apply. Every event of a constrained curve lies in one of the two arcs; continuity puts the curve in that arc for a neighbourhood of its parameter value, where step 3.1 applies. Thus the equivalence holds at every time and the full pendulum claim, including crossing the cuts, is retained.

Remarks

The angular generalized momentum ml2θ˙ has action units; the tangential kinetic momentum mlθ˙ has linear-momentum units. The atlas replaces the invalid globally injective real-angle parametrization without restricting the pendulum to one arc or excluding rotations. Its static charts preserve the energy interpretation; a moving chart with a velocity-linear term has the separate interpretation given by the companion example.

Depends on

Dependency tree · 2 levels

Sources