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The planar pendulum in Hamiltonian form: kinetic metric , substituted Hamiltonian and the reduced equation
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 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 , ambient configuration domain , potential , constant , and no residual force. Thus the force is . Fix and impose the scleronomic regular constraint 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 . Here is a mass in kilograms, a length in metres, and an acceleration magnitude in metres per second squared; their dimensions are , , and . The two components of have dimensions and , respectively. Write for the kinetic metric, to distinguish it from .
The full angular variable is an equivalence class , with , . The smooth periodic map descends to the circle of constrained configurations; this identification is the rescaled and rotated circle parametrization of is a homeomorphism from to the unit circle. It is not a one-to-one map from and is not used as one global generalized-coordinate parametrization.
Instead use the two angular charts and , with restrictions of . The ambient open sets satisfy for . Restrict the ambient force model and constraint datum to 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 parametrization with injective derivative, covering its constrained arc exactly once. The two arcs cover . On each connected component of an overlap the angular coordinates differ by , with derivative ; no chart uses the same constrained configuration twice.
In either angular chart, the following hold, with dimensionless radian angle :
On each phase-coordinate chart with coordinates , define an alternating bilinear form on coordinate increments and in by The notation below denotes this explicitly defined form field.
- , , and
- The generalized momentum is , of dimension action . The fibre map is hyperregular with inverse , and is the mechanical energy of the constrained motion.
- Hamilton's equations are , , equivalently . 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.
- On overlaps and . The Lagrangian, Hamiltonian, equations, and canonical form therefore agree, so the local Hamilton systems give one global system on the phase cylinder 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 , the uniform downward potential, the constraint , its ideal-reaction law, and the two chart domains and parametrizations above.
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 parametrization onto the constrained locus in its declared ambient open set, with injective derivative, gives the kinetic metric and substituted Lagrangian; its Lagrange equations are equivalent to the ideal constrained motion, with reaction recovered in the form .
Mechanical momentum and Hamiltonian (The momentum of a potential presentation: the fibre derivative of the mechanical Lagrangian, the Cartesian momentum Mv and generalized momenta, Hyperregular potential presentations and their inverse Legendre branches in the model's charts, The Hamiltonian of a hyperregular potential presentation: the Legendre transform of the mechanical Lagrangian, its domain and its dimensions, Every potential presentation is hyperregular in its charts, with inverse branch (or ) and the explicit kinetic-plus-potential Hamiltonian, Hamilton's equations of the mechanical presentation are equivalent to the model's equation of motion, with residual forces as momentum sources and the coordinate form on every chart, The mechanical Hamiltonian is the model's energy in the inertial chart, its balance is the energy balance, and the substituted-chart Hamiltonian is the energy of time-independent coordinates): a positive kinetic metric gives momentum , global inverse in each momentum fibre, Hamiltonian , and local equivalence of the Lagrange and Hamilton equations; in a static chart its value is the mechanical energy.
Circle parametrization and calculus ( is a homeomorphism from to the unit circle, The derivatives of sine and cosine are cosine and minus sine, Sine and cosine defined by their real power series, Parity and the Pythagorean identity for sine and cosine, The chain rule for total derivatives: , Sums, scalar multiples, products and quotients: , , , and when , The derivative and the Riemann integral of a vector-valued function: an intrinsic derivative and a componentwise integral, The derivative of at a point that is a limit point of , and differentiability on a set, Intervals of : the nine order-convex forms, nondegeneracy, and length): the rescaled periodic angular parametrization is one-to-one modulo and onto the circle, and sine/cosine have the stated derivatives and identity .
Model, units and matrix conventions (Adopted force model: force maps, the equation of motion, additive composition of force contributions and frame covariance, Potential presentations of a force model, potential and mechanical energy, closed versus exact force fields, local potentials and equipotential level sets, The action functional of a force model with a potential presentation: the mechanical Lagrangian, its chart instance and its dimensions, Configuration domain of labeled particles: open admissible sets, regular holonomic constraints and the mass operator, Dimensions and SI unit conventions of the non-relativistic classical mechanics framework, The Jacobian matrix of partial derivatives and the gradient in the scalar-valued case, Directional derivatives and partial derivatives of a map , Rectangular matrix multiplication and the identity matrix , including zero-sized shapes, The transpose of a matrix, Linear map between vector spaces over the same field, The Euclidean inner product on , Euclidean maps and diffeomorphisms, Submersions and immersions between Euclidean open sets): , the force is , and all derivatives, products and units use the declared chart conventions.
The alternating bilinear form on each phase-coordinate chart is the field defined in the Example prose above, denoted there by .
Verification
The constraint differential has rows and , independent on because , so the datum is regular and scleronomic. By [F3], two values of agree exactly when their angles differ by ; no two distinct points in either open interval do so. Its derivative is with norm . On the only missing circle point is , and on it is , exactly the respective intersections with the removed ambient half-planes. Thus maps bijectively onto with injective derivative. Its inverse is smooth locally because at each point either the or 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.
In either chart and . Therefore and its velocity gradient is . Since , this fibre map is globally invertible with inverse , and [F2] gives , equal to the mechanical energy.
Differentiating the Hamiltonian gives and . Thus Hamilton's equations reduce to and , whence . By [F1] and [F2], within each chart these equations are equivalent to the ideal constrained equations, and the reaction is recovered as with its unique two-component multiplier.
On an overlap the two angle representatives differ by a continuous integer multiple of , 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 takes every value between and along each overlap interval. Their time derivatives agree, so ; the transition map has identity derivative in , and the definition [F5] therefore gives , that is, . Periodicity of sine and cosine makes the formulas for , 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 has action units; the tangential kinetic momentum 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
The momentum of a potential presentation: the fibre derivative of the mechanical Lagrangian, the Cartesian momentum Mv and generalized momenta
Hyperregular potential presentations and their inverse Legendre branches in the model's charts
The Hamiltonian of a hyperregular potential presentation: the Legendre transform of the mechanical Lagrangian, its domain and its dimensions
Every potential presentation is hyperregular in its charts, with inverse branch (or ) and the explicit kinetic-plus-potential Hamiltonian
Hamilton's equations of the mechanical presentation are equivalent to the model's equation of motion, with residual forces as momentum sources and the coordinate form on every chart
The mechanical Hamiltonian is the model's energy in the inertial chart, its balance is the energy balance, and the substituted-chart Hamiltonian is the energy of time-independent coordinates
The action functional of a force model with a potential presentation: the mechanical Lagrangian, its chart instance and its dimensions
Generalized-coordinate maps of the model, the substituted Lagrangian, the kinetic metric and generalized forces
Ideal scleronomic holonomic constraints: the substituted Lagrange equations are equivalent to the constrained model equation
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
Potential presentations of a force model, potential and mechanical energy, closed versus exact force fields, local potentials and equipotential level sets
Adopted force model: force maps, the equation of motion, additive composition of force contributions and frame covariance
Configuration domain of labeled particles: open admissible sets, regular holonomic constraints and the mass operator
Dimensions and SI unit conventions of the non-relativistic classical mechanics framework
Euclidean maps and diffeomorphisms
Submersions and immersions between Euclidean open sets
The Jacobian matrix of partial derivatives and the gradient in the scalar-valued case
Directional derivatives and partial derivatives of a map
Rectangular matrix multiplication and the identity matrix , including zero-sized shapes
The transpose of a matrix
Linear map between vector spaces over the same field
The Euclidean inner product on
The derivatives of sine and cosine are cosine and minus sine
Sine and cosine defined by their real power series
Parity and the Pythagorean identity for sine and cosine
The chain rule for total derivatives:
Sums, scalar multiples, products and quotients: , , , and when
The derivative and the Riemann integral of a vector-valued function: an intrinsic derivative and a componentwise integral
The derivative of at a point that is a limit point of , and differentiability on a set
Intervals of : the nine order-convex forms, nondegeneracy, and length
is a homeomorphism from to the unit circle
The Euclidean inverse function theorem
Intermediate value theorem, by bisection with a canonical left-half rule: a continuous function on takes every value between and
Dependency tree · 2 levels
Sources
- D. Tong, Classical Dynamics (Cambridge lecture notes, January 2015 printing), Sections 2.3.1 and 4.1, printed pages 17-19 and 80-81 (PDF pages 23-25 and 86-87): the pendulum constraint and its Lagrange equation, and the pendulum phase cylinder before the Legendre transform
- K. K. Likharev, Essential Graduate Physics, Part CM: Classical Mechanics (title page last edited September 1, 2026), Sections 2.1-2.2, chapter pages 1-4: the pendulum as a one-degree-of-freedom constrained system and its reduced equation
- I. Stewart, Advanced Classical Mechanics (MIT 8.09/8.309 Fall 2014 course text), Section 1.2, printed pages 10-11 (PDF pages 13-14): a pendulum example worked in both Lagrangian and Hamiltonian form, with the canonical and kinetic momenta distinguished
- D. Cline, Variational Principles in Classical Mechanics (2nd edition, University of Rochester River Campus Libraries, open textbook, CC BY-NC-SA 4.0), Sections 6.5-6.6 and 8.4: the plane pendulum with its constraint reaction in the Lagrange-multiplier treatment and Hamiltonian mechanics in curvilinear coordinates