Physlib.ClassicalMechanics.Pendulum.SimplePendulum.SmallAngle
Small-angle motion of the simple gravity pendulum
i. Overview
Near the bottom of its swing the torque of the simple gravity pendulum is `-m g ℓ sin θ ≈ -m g ℓ θ`, so for small angles the equation of motion `I θ̈ = -m g ℓ sin θ` linearizes to `I θ̈ = -m g ℓ θ`: the equation of a harmonic oscillator whose mass is the moment of inertia `I = m ℓ²` of the pendulum and whose spring constant is the coefficient `m g ℓ` of the linearized torque. The angular frequency `√(k/m)` of this oscillator is `√(g/ℓ)`, which is exactly the constant `ω` of `SimplePendulum.Basic`, there described as the frequency of the small oscillations.
This module packages the oscillator of the small oscillations as `SimplePendulum.toHarmonicOscillator`, defines the linearized equation of motion `θ̈ + ω² θ = 0` on the same Euclidean lift of the angle as the nonlinear equation, and proves that for smooth lifts of the angle it is the equation of motion of the associated harmonic oscillator, so that the solution theory of the harmonic oscillator applies verbatim to the small oscillations of the pendulum.
The equivalence carries the whole solution theory of the oscillator over to the small oscillations. Every choice of initial angle and initial angular velocity determines a smooth small-angle motion, unique among the smooth solutions of the linearized equation of motion, with the closed form `cos (ω t) x₀ + (sin (ω t)/ω) v₀`; released from rest at the angle `θ₀` it is the cosine `θ₀ cos (ω t)`. Every small-angle motion is periodic with the small-angle period `2π √(ℓ/g)`, in which neither the mass of the bob nor the amplitude of the swing appears: within the linearization the pendulum is isochronous. The linearization is not exact, and the final section measures what it discards: the torque differs from its linearization `-m g ℓ θ` by exactly `m g ℓ (θ - sin θ)`, of norm at most `m g ℓ ‖θ‖³/6`, so every small-angle motion solves the equation of motion of the pendulum itself up to a residual cubically small in the angle.
ii. Key results
- `SimplePendulum.toHarmonicOscillator` is the harmonic oscillator to which the pendulum linearizes, of mass `I = m ℓ²` and spring constant `m g ℓ`. The simp lemmas `toHarmonicOscillator_m` and `toHarmonicOscillator_k` record its data, and `toHarmonicOscillator_ω` identifies its angular frequency with the constant `SimplePendulum.ω` of the pendulum. - `SimplePendulum.LinearizedEquationOfMotion` is the small-angle equation of motion `θ̈ + ω² θ = 0`. Its rotational Newton form is `linearizedEquationOfMotion_iff_newton`, and `linearizedEquationOfMotion_iff` identifies it, for smooth lifts of the angle, with the equation of motion of the associated harmonic oscillator. The linearization is literally differentiation: `fderiv_torque_zero_apply` identifies the derivative of the torque at the hanging equilibrium with the force of the oscillator, and `linearizedEquationOfMotion_iff_fderiv_torque` restates the linearized equation as the equation of motion with the torque replaced by that derivative. - `SimplePendulum.smallAngleTrajectory` is the small-angle motion determined by a choice of initial conditions, the trajectory of the associated harmonic oscillator: it has the closed form `cos (ω t) x₀ + (sin (ω t)/ω) v₀` (`smallAngleTrajectory_eq`), it is smooth (`smallAngleTrajectory_contDiff`), it assumes its initial data at time `0` (`smallAngleTrajectory_at_zero`, `smallAngleTrajectory_velocity_at_zero`), and it satisfies the linearized equation of motion (`smallAngleTrajectory_linearizedEquationOfMotion`). - `SimplePendulum.linearized_unique`: a smooth solution of the linearized equation of motion with the initial data of `IC` is `smallAngleTrajectory IC`. Together with the previous point, this is the existence and uniqueness of the small-angle motions. - `SimplePendulum.releasedFromRest` is the small-angle motion released from rest at angle `θ₀`, the cosine `θ₀ cos (ω t)`; `releasedFromRest_eq` identifies it with the small-angle trajectory of the initial conditions with initial angle `θ₀` and zero initial angular velocity. - `SimplePendulum.smallAnglePeriod` is the period of the small oscillations, the period of the associated harmonic oscillator: `2π/ω` (`smallAnglePeriod_eq_two_pi_div_ω`), with closed form `2π √(ℓ/g)` (`smallAnglePeriod_eq`). Every small-angle trajectory is periodic with this period (`smallAngleTrajectory_periodic`, `releasedFromRest_periodic`), and along each the energy of the associated oscillator is the constant fixed by the initial data (`smallAngleTrajectory_energy`). - `SimplePendulum.torque_sub_toHarmonicOscillator_force` computes the exact difference between the torque and the force of the associated oscillator: the term `m g ℓ (θ - sin θ)` the linearization discards. Its norm is at most `m g ℓ ‖θ‖³/6` (`norm_torque_sub_toHarmonicOscillator_force_le`), in coordinates `abs_torque_add_linear_le`, and `gradLagrangian_sub_toHarmonicOscillator` identifies the difference of the variational gradients of the two actions with the difference of torque and linearized force, with the norm bound `norm_gradLagrangian_sub_toHarmonicOscillator_le`. - `SimplePendulum.norm_equationOfMotion_residual_le`: a small-angle motion nearly solves the equation of motion of the pendulum itself, leaving at every instant a residual of norm at most `m g ℓ ‖θ‖³/6` — the sense in which the small-angle theory approximates the pendulum; in variational form, `norm_gradLagrangian_le_of_linearizedEquationOfMotion` makes it a near-critical point of the pendulum's action.
iii. Table of contents
- A. The harmonic oscillator of small oscillations - A.1. The associated harmonic oscillator - A.2. The frequency of the associated oscillator - B. The linearized equation of motion - B.1. The linearized equation - B.2. Equivalence with the equation of motion of the oscillator - B.3. Linearization as differentiation of the torque - C. Small-angle trajectories - C.1. The trajectory of given initial conditions - C.2. Existence and uniqueness - C.3. Release from rest - D. The small-angle period - D.1. The period and its closed form - D.2. Periodicity and the energy of the small-angle motions - E. The error of the linearization - E.1. The cubic bound on the torque - E.2. The variational gradients - E.3. The residual of the small-angle motions
iv. References
References for the small-angle motion of the simple pendulum include: - Huygens, Horologium Oscillatorium (1673). - Landau & Lifshitz, Mechanics, 3rd ed., §21. - The module `Physlib.ClassicalMechanics.Pendulum.SimplePendulum.Basic`, whose equation of motion this module linearizes.
A. The harmonic oscillator of small oscillations
Replacing `sin θ` by `θ` in the equation of motion `I θ̈ = -m g ℓ sin θ` produces the equation of a harmonic oscillator: the moment of inertia plays the role of the mass, and the coefficient `m g ℓ` of the linearized torque plays the role of the spring constant. We record this oscillator once and for all; its solution theory is the solution theory of the small oscillations of the pendulum.
A.1. The associated harmonic oscillator
The data of the associated oscillator: the mass `I = m ℓ²` and the spring constant `m g ℓ`, both positive because the data of the pendulum is.
A.2. The frequency of the associated oscillator
The angular frequency `√(k/m) = √(m g ℓ / m ℓ²)` of the associated oscillator collapses, the mass cancelling, to `√(g/ℓ)`: the constant `ω` of the pendulum, as promised by its description in `SimplePendulum.Basic` as the frequency of the small oscillations.
B. The linearized equation of motion
The linearized equation of motion is the equation `θ̈ + ω² θ = 0` obtained from the scalar form `θ̈ + ω² sin θ = 0` of the equation of motion by replacing `sin θ` with `θ`. It is stated, like the nonlinear equation, on the Euclidean lift of the angle, and it is exactly the associated harmonic oscillator's form of Newton's second law: multiplying by the moment of inertia converts one pointwise equation into the other.
B.1. The linearized equation
The equation `θ̈ + ω² θ = 0`, together with its rotational Newton form `I θ̈ = -m g ℓ θ`, in which the right-hand side is the force of the associated harmonic oscillator.
B.2. Equivalence with the equation of motion of the oscillator
For a smooth lift of the angle, the linearized equation of motion is the equation of motion of the associated harmonic oscillator, through the latter's own form of Newton's second law. The solution theory of the harmonic oscillator thereby becomes available to the small oscillations of the pendulum.
B.3. Linearization as differentiation of the torque
The linearized force is not an ansatz: it is the derivative of the pendulum's torque at the hanging equilibrium. The torque vanishes at the equilibrium, so its best linear approximation there is the derivative alone, and that derivative is exactly the force of the associated harmonic oscillator. The linearized equation of motion is therefore the equation of motion with the torque replaced by its derivative at the equilibrium — linearizing the pendulum is differentiating its torque.
C. Small-angle trajectories
For small angles the pendulum is approximated by its associated harmonic oscillator, and the solution theory of the oscillator transfers verbatim: every choice of initial angle and initial angular velocity determines a smooth motion, unique among the smooth solutions of the linearized equation of motion. This section performs the transfer, and specializes it to the classical motion released from rest at a given angle.
C.1. The trajectory of given initial conditions
The small-angle motion determined by an initial angle `IC.x₀` and an initial angular velocity `IC.v₀` is the trajectory of the associated harmonic oscillator for the same initial conditions. It is smooth in time, it assumes the prescribed initial data at time `0`, and written out it is the familiar `cos (ω t) x₀ + (sin (ω t)/ω) v₀`, with the frequency of the oscillator read as the `ω` of the pendulum.
C.2. Existence and uniqueness
The small-angle trajectories solve the linearized equation of motion, and they are the only smooth solutions: a smooth solution with the initial data of `IC` is the small-angle trajectory of `IC`. Both statements are the corresponding statements for the associated harmonic oscillator, read through the equivalence `linearizedEquationOfMotion_iff` of the two equations of motion.
C.3. Release from rest
The classical small-angle experiment: the pendulum is displaced to an angle `θ₀` and released from rest. Its small-angle motion is the cosine `θ₀ cos (ω t)`, the small-angle trajectory of the initial conditions with initial angle `θ₀` and zero initial angular velocity; it starts at the angle `θ₀` with vanishing angular velocity, and satisfies the linearized equation of motion.
D. The small-angle period
The associated harmonic oscillator completes one oscillation in the time `2π/ω`, and its angular frequency is the `ω = √(g/ℓ)` of the pendulum: the small oscillations have period `2π √(ℓ/g)`, independent of both the mass of the bob and the amplitude of the swing. Within the linearization the pendulum is isochronous; the dependence of the true period on the amplitude is invisible at this order.
D.1. The period and its closed form
The period of the small oscillations is the period of the associated harmonic oscillator. Its closed form `2π √(ℓ/g)` involves only the length of the rod and the strength of gravity: the mass of the bob cancelled from the frequency, and the amplitude never entered.
D.2. Periodicity and the energy of the small-angle motions
Advancing time by one period shifts the phase `ω t` by `2π` and so returns every small-angle motion to its state: the small-angle trajectories are periodic with the small-angle period. Along each of them the energy of the associated harmonic oscillator is constant, equal to the value fixed by the initial data.
E. The error of the linearization
The linearization replaces the torque `-m g ℓ sin θ` by `-m g ℓ θ`. The replacement is not exact, and this section measures what it discards: pointwise the two differ by `m g ℓ (θ - sin θ)`, which the Taylor estimate for the sine bounds by `m g ℓ |θ|³/6`; the difference of the variational gradients of the two actions is exactly this difference of the torques, the inertial terms cancelling; and every small-angle motion solves the equation of motion of the pendulum itself up to a residual of the same cubic size.
E.1. The cubic bound on the torque
The difference between the torque of the pendulum and the force of the associated oscillator is exactly `m g ℓ (θ - sin θ)` times the unit vector of the angular direction, which the Taylor estimate for the sine bounds in norm by `m g ℓ ‖θ‖³/6`: for small angles the discarded term is cubically small. In the single coordinate of the angle the same bound reads `m g ℓ |θ|³/6`.
E.2. The variational gradients
The actions of the pendulum and of its associated oscillator have the same kinetic term, the moment of inertia being the mass of the oscillator, so along a smooth lift of the angle the difference of their variational gradients is the difference of torque and linearized force at each instant: the linearization error of the dynamics is the linearization error of the torque.
E.3. The residual of the small-angle motions
Combining the linearized dynamics with the cubic bound: a small-angle motion does not solve the equation of motion of the pendulum exactly, but the residual it leaves in it is cubically small in the angle — the small-angle theory solves the pendulum's own equation up to an error of at most `m g ℓ ‖θ‖³/6` at every instant.
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Harmonic oscillator associated with a simple pendulum
For a simple gravity pendulum with mass , rod length , and gravitational acceleration , let be its moment of inertia. The harmonic oscillator associated with is defined as the oscillator with mass and spring constant .
The mass of the associated harmonic oscillator equals the moment of inertia
For a simple gravity pendulum , the mass of its associated harmonic oscillator is equal to the pendulum's moment of inertia about its pivot.
Spring Constant for a Simple Pendulum's Associated Harmonic Oscillator
For a simple gravity pendulum with mass , acceleration due to gravity , and rod length , the spring constant of its associated harmonic oscillator is given by .
The angular frequency of the associated harmonic oscillator equals
For a simple gravity pendulum with mass , length , and gravitational acceleration , the angular frequency of its associated harmonic oscillator (defined with mass and spring constant ) is equal to the frequency of its small oscillations .
Linearized Equation of Motion
For a simple pendulum with angular frequency , a trajectory satisfies the linearized equation of motion if, for all times , it satisfies the differential equation: where denotes the second time derivative of the angular displacement at time . This equation represents the small-angle approximation of the pendulum's motion, where the sine of the angle in the exact equation of motion is replaced by the angle itself.
Equivalence of the linearized equation of motion and its Newton form
For a simple gravity pendulum , a trajectory satisfies the linearized equation of motion if and only if, for all times , it satisfies the rotational form of Newton's second law: where is the moment of inertia of the pendulum, is the second time derivative of the angular displacement at time , and is the force of the associated harmonic oscillator.
Equivalence of the Linearized Pendulum Equation and the Associated Harmonic Oscillator Equation
Consider a simple gravity pendulum with angular frequency . Let be a smooth () trajectory. Then satisfies the linearized equation of motion for all if and only if it satisfies the equation of motion of the associated harmonic oscillator (which has mass and spring constant ), characterized by the vanishing of the variational gradient of its action.
The derivative of pendulum torque at equilibrium equals the associated harmonic oscillator force ()
For a simple gravity pendulum , let be the torque function mapping an angle to its corresponding torque. The Fréchet derivative of the torque at the hanging equilibrium (where the angle is ), applied to an angular displacement vector , is equal to the force of the associated harmonic oscillator at that same displacement: Substituting the definitions for the pendulum, this result implies , where is the mass, is the gravitational acceleration, and is the length of the rod.
The linearized equation of motion is equivalent to
A trajectory satisfies the linearized equation of motion for a simple pendulum if and only if, for all times , it satisfies the relation: where is the moment of inertia of the pendulum, is the second time derivative of the angular displacement, and is the Fréchet derivative of the torque function evaluated at the hanging equilibrium () and applied to the displacement .
Small-angle trajectory of a simple pendulum
For a simple gravity pendulum and initial conditions (consisting of an initial angle and an initial angular velocity ), the **small-angle trajectory** is the function mapping time to the angle in 1D Euclidean space, defined as the trajectory of the harmonic oscillator associated with : where is the angular frequency of the small oscillations.
The small-angle trajectory of a simple pendulum is smooth
For a simple gravity pendulum and any initial conditions (consisting of an initial angle and an initial angular velocity ), the small-angle trajectory is a smooth function of time. Specifically, for any , the mapping is of class over .
Small-angle trajectory at equals
Let be a simple gravity pendulum. For any initial conditions consisting of an initial angle and an initial angular velocity , the small-angle trajectory at time is equal to the initial angle :
Initial Velocity of the Small-Angle Trajectory is
For a simple gravity pendulum and initial conditions (consisting of an initial angle and an initial angular velocity ), the time derivative of the small-angle trajectory evaluated at time is equal to the initial angular velocity :
For a simple gravity pendulum with angular frequency and initial conditions consisting of an initial angle and an initial angular velocity , the small-angle trajectory is given by the closed-form expression: where denotes time.
The Small-Angle Trajectory Satisfies the Linearized Equation of Motion
For a simple gravity pendulum with angular frequency , given initial conditions (consisting of an initial angle and an initial angular velocity ), the small-angle trajectory satisfies the linearized equation of motion: where denotes the second time derivative of the angular displacement.
Uniqueness of the Small-Angle Trajectory of a Simple Pendulum
Let be a simple pendulum with angular frequency . For any initial conditions (comprising an initial angle and an initial angular velocity ) and any smooth () trajectory , if satisfies the linearized equation of motion with the initial conditions and , then is identical to the small-angle trajectory .
Small-angle motion released from rest:
Given an initial angle , the function `releasedFromRest` defines the trajectory of a simple pendulum's small-angle motion when released from rest. For a time , the angular displacement is given by: where is the angular frequency of the pendulum. The result is represented as a one-dimensional vector in corresponding to the angle.
For a simple pendulum and an initial angle , the small-angle motion released from rest, , is identical to the small-angle trajectory given the initial conditions where the initial angular displacement is and the initial angular velocity is .
Initial Angle of Motion Released from Rest is
For any initial angle , let be the small-angle motion of a simple pendulum released from rest. At time , the angular displacement is given by . (Note: In the formal statement, the angle is represented as a one-dimensional vector ).
Initial Angular Velocity of Motion Released from Rest is Zero
For a simple pendulum and any initial angle , the small-angle motion released from rest at is genuinely released from rest: its angular velocity at time vanishes. Mathematically, this is expressed as .
The small-angle motion released from rest satisfies
For a simple pendulum with angular frequency , the trajectory resulting from releasing the pendulum from rest at an initial angle (given by ) satisfies the linearized equation of motion: where denotes the second time derivative of the angular displacement.
Small-angle period of a simple pendulum
The small-angle period of a simple pendulum is defined as the period of its associated harmonic oscillator. It is given by the formula , where is the length of the pendulum rod and is the acceleration due to gravity.
Small-angle period
The small-angle period of a simple pendulum is given by the ratio of to its angular frequency : where is the angular frequency of the pendulum's small oscillations (defined as ).
Small-Angle Period Formula
For a simple pendulum , the small-angle period is given by the formula where is the length of the pendulum rod, is the acceleration due to gravity, and is the mathematical constant pi.
The small-angle period is positive ()
For a simple pendulum , the small-angle period is strictly positive ().
The small-angle trajectory of a simple pendulum is periodic with period
Given a simple pendulum with rod length and gravitational acceleration , let be the small-angle trajectory corresponding to the initial conditions . Then the trajectory is periodic with the small-angle period , such that for all , .
Small-angle motion released from rest is periodic with period
For any initial angle , the trajectory of a simple pendulum's small-angle motion released from rest is periodic with the small-angle period . That is, for all time . This implies that after each time interval of , the motion returns to the initial angle with zero angular velocity.
Energy of Small-Angle Trajectory
Consider a simple gravity pendulum with mass , rod length , moment of inertia , and gravitational acceleration . Given initial conditions consisting of an initial angle and an initial angular velocity , let be the small-angle trajectory. The total energy of the associated harmonic oscillator along this trajectory is constant for all time and is given by the sum of the initial rotational kinetic energy and the linearized potential energy:
(Difference Between Pendulum Torque and Linearized Force)
For a simple gravity pendulum with mass , rod length , and gravitational acceleration , let be the angular displacement such that . The difference between the torque of the pendulum and the force of the associated harmonic oscillator is given by where is the unit basis vector of the one-dimensional Euclidean space. This result expresses the exact term discarded by the small-angle linearization of the pendulum's dynamics.
(Cubic Bound on Torque Linearization Error)
For a simple pendulum with mass , rod length , and gravitational acceleration , let be the torque of the pendulum at an angular position , and let be the force of the associated harmonic oscillator at the same position. The norm of the difference between the pendulum's torque and the force of its associated harmonic oscillator satisfies the cubic bound
(Cubic Bound on Pendulum Torque Error)
For a simple pendulum with mass , length , and gravitational acceleration , let denote the torque at an angle . The difference between the torque and its linear approximation is bounded by This result demonstrates that the error of the small-angle approximation for the pendulum's torque is cubic in the angle.
(Difference of Variational Gradients for a Pendulum and its Harmonic Linearization)
For a simple gravity pendulum and a smooth () trajectory , let and be the variational gradients of the action functionals for the pendulum and its associated harmonic oscillator, respectively. The difference between these variational gradients at any time is equal to the difference between the pendulum's torque and the associated harmonic oscillator's force : This equality holds because the inertial terms in the Euler-Lagrange equations for both systems are identical and thus cancel out.
For a simple pendulum with mass , rod length , and gravitational acceleration , let be a smooth () trajectory representing the angular position. Let and denote the variational gradients of the action functionals for the pendulum and its associated harmonic oscillator (defined with mass and spring constant ) respectively. Then, at any time , the norm of the difference between these variational gradients is bounded by the cubic term: This implies that the two actions share the same critical-point equation to cubic accuracy in the angle .
Cubic Bound on the Equation of Motion Residual for Linearized Trajectories:
Consider a simple gravity pendulum with mass , rod length , and moment of inertia . Let be a trajectory that satisfies the linearized equation of motion , where is the angular frequency. Then at any time , the norm of the residual of the pendulum's actual equation of motion satisfies: where is the torque of the pendulum at angular displacement , and denotes the second time derivative of the trajectory.
Cubic Bound on the Action's Variational Gradient for Linearized Trajectories:
Consider a simple gravity pendulum with mass , rod length , and gravitational acceleration . Let be a smooth () trajectory representing the lift of the pendulum's angle. If satisfies the linearized equation of motion (where is the natural frequency of small oscillations), then at any time , the norm of the variational gradient of the pendulum's action, denoted by , is bounded by a cubic term in the angle:
