This paper analyzes a prey-predator model with predator foraging facilitation, using advanced algebraic methods to determine equilibrium conditions and bifurcations, supported by numerical simulations.
Contribution
It introduces a novel analytical approach combining pseudo-division and polynomial discrimination to study complex bifurcations in predator-prey dynamics.
Findings
01
Identified parameter conditions for equilibria
02
Classified bifurcation types including Hopf and Bogdanov-Takens
03
Validated results with numerical simulations
Abstract
The dynamics of a prey-predator system with foraging facilitation among predators are investigated. The analysis involves the computation of many semi-algebraic systems of large degrees. We apply the pseudo-division reduction, real-root isolation technique and complete discrimination system of polynomial to obtain parameter conditions for the exact number of equilibria and their qualitative properties as well as a complete investigation of bifurcations including saddle-node, transcritical, pitchfork, Hopf and Bogdanov-Takens bifurcations. Moreover, numerical simulations are presented to support our theoretical results.
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The dynamics of a prey-predator system with foraging facilitation among predators
are investigated. The analysis involves the computation of many semi-algebraic systems of
large degrees. We apply the pseudo-division reduction, real-root isolation technique and
complete discrimination system of polynomial to obtain parameter conditions for the
exact number of equilibria and their qualitative properties as well as a complete investigation of
bifurcations including saddle-node, transcritical, pitchfork, Hopf and Bogdanov-Takens bifurcations.
Moreover, numerical simulations are presented to support our theoretical results.
Populations rarely exist in isolation, which results in ecological systems are characterized by the interaction between species and environment.
Mathematical models play important roles in understanding population interactions (Freedman [1980]; Kot [2001]).
An important type of interaction is predation,
which leads to prey-predator models that have great importance in ecology.
One of the classic prey-predator models, the Rosenzweig-MacArthur model(Rosenzweig & Macarthur, [1963]), is given by
[TABLE]
where N(t) and P(t) represent densities of the prey and predator at time t respectively, r stands for
the intrinsic growth rate of prey, K is the carrying capacity of prey, e is the conversion rate, m is the mortality rate of predator, E is the encounter rate of predator with the prey and H is the predator handling time of a prey individual. Some researchers (Hsu & Waltman, [1978]; Cheng, [1981]; Huang, [1988]; Turchin [2013]; Kot [2001]) have studied the dynamical behaviors of system (2), which has a coexistence equilibrium rose from transcritical bifurcation and
a unique limit cycle induced by Hopf bifurcation. They also have shown
both the prey and predator populations survive either to the coexistence equilibrium or the limit cycle.
Another widespread type of interaction in ecological systems is cooperation among individuals (Dugatkin [1997]),
which seems to be an important evolutionary cause of sociality and a key factor for exploring and understanding many aspects of how organisms are designed.
There are a great variety of cooperative behaviors in nature such as cooperative defence against predators (Garay, [2009]), cooperative breeding (Courchamp et al. [2008]), alarm calling (Lehmann & Keller, [2006]) and cooperative hunting (Boesch, [1994]; Packer & Ruttan, [1988]).
The behaviour of cooperation during prey hunting has been observed in many different species, for instance, some species of tuna hunt in a linear school and aggregate when they encounter a school of prey (Partridge et al., [1983]) and
wolves can hunt animals bigger or faster than themselves by cooperative hunting (Schmidt & Mech, [1997]).
Foraging facilitation or hunting cooperation embraces a number of specific mechanisms such as
locating and capturing the prey in a bigger group (Cosner et al., [1999]), protecting any of members from predation (Krause [2002])
and intraspecific cooperation (Courchamp & Macdonald, [2001]).
Recently, the foraging facilitation has been taken into consideration in some mathematical literatures (Berec, [2010]; Cosner et al., [1999]; Kimun et al., [2018]; Pribylova & Peniaskova, [2017]; Alves & Hilker, [2017]; Saheb et al., [2018]).
Foraging facilitation can be depicted in mathematical models by functional response, which means the per capita feeding rate of predators on their prey. The independence of the Holling type II functional response in system (2) from predator density is hardly always true in reality because it reflects that any single predator affects the growth rate of prey independently of its conspecifics. Therefore,
functional response might depend on predator density and is increasing with respect to predator density for the case of foraging facilitation.
That is to say, when any of the foraging facilitation mechanisms operates, E in Holling type II functional response no longer is a constant, but rather an increasing function of predator density.
Berec (Berec, [2010]) extended the classical Rosenzweig-MacArthur system by including foraging facilitation and proposed the following prey-predator system
[TABLE]
with the encounter-driven functional response E(P):=e1/(e2+P)ω, where e1>0, e2≥0 and ω≤0.
Clearly, the above model is exactly the Rosenzweig-MacArthur model as ω=0, and it characterizes the
foraging facilitation as ω<0.
Berec gave a brief overview on the number and stabilities of coexistence equilibria of system (4), and later Pribylova and Peniaskova (Pribylova & Peniaskova, [2017]) considered the bifurcation behaviors through qualitative analysis combined with numerical simulations. In the special case e2=0 and ω=−1, the functional response happens to be the one considered by Cosner (Cosner et al., [1999]), which actually describes the foraging facilitation in a spatially linear formation and aggregation when the predators encounter a cluster of prey. Kimun et al (Kimun et al., [2018]) analyzed system (4) with the special functional response. Furthermore, Alves and Hilker (Alves & Hilker, [2017]) investigated both of the two special cases ω=−1, e2>0 with H=0 and H>0 respectively and derived the result that the hunting cooperation in the prey-predator system induces Allee effects in predators.
In the case ω=−1, e2>0 and H=0, they investigated the stabilities of equilibria and saddle-node, Hopf and Bogdanov-Takens bifurcations.
In the case ω=−1, e2>0 and H>0, by dimensionless transformations
x=mee1e2N, y=me1e2P, τ=mt, σ=mr, k=mee1e2K, α=e1e22m and h=emH
system (4) can be written into
[TABLE]
where α describes the intensity of predator cooperation in hunting. System (6) is a direct extension of the Rosenzweig-MacArthur model by considering the foraging facilitation.
Alves and Hilker (Alves & Hilker, [2017]) presented a two-parameter bifurcation diagram of system (6) for
special parameter values h=0.1 and k=0.8.
Therefore, further carrying out a detailed study of system (6) is the task of
this paper.
Note that system (6) is orbitally equivalent to the following quartic system
[TABLE]
In this paper, we investigate the dynamics of
the above system with positive parameters h, k, σ and α in the closure of the first
quadrant R+2:={(x,y)∈R2:x≥0,y≥0}.
R+2 is positively invariant under the flow generated by system (8). In fact, the origin (0,0) is an equilibrium, the positive y-axis is an orbital and the positive x-axis consists of three orbitals, i.e., 0<x<k, x>k and the equilibrium (k,0).
Notice that the abscissas of equilibria of the above system are decided by those positive roots of a cubic polynomial with complicated coefficients. However, generically we cannot obtain the analytic expressions of
those equilibria.
In Section 2, we qualitatively analyse the cubic polynomial equilibrium function and investigate the relative positions of those roots for the equilibrium
function and the trace of the Jacobian matrix. Consequently, we obtain the parameter conditions for the exact number of equilibria and their qualitative properties. Section 3 is devoted to equilibria with exact one zero eigenvalue. Restricting on
the center manifold, we obtain parameter conditions for transcritical, pitchfork and
saddle-node bifurcations. In Section 4, we apply the pseudo-division reduction (Winkler [1996]) and
real-root isolation technique to determine the sign of the first quantity of focus, which
is a quartic polynomial with complex coefficients. It is proved that at most one limit
cycle bifurcates via Hopf bifurcation. In Section 5, we investigate the Bogdanov-Takens
bifurcation and show that it is codimension 2. Furthermore, the complete discrimination system of polynomial (Yang, [1999]) is applied to verify the transversal condition.
In Section 6, we verify the results by numerical simulations and end the paper with a
brief biological implications.
2 Equilibria and Their Properties
In order to state our results conveniently, we consider the partition
R+3:={(k,σ,α)∈R3:k>0,σ>0,α>0}=P1∪S1∪P2∪S2∪L1∪S3∪P3∪S4∪P4∪S5∪P5,
where
[TABLE]
with k1:=1/(1−h) and
[TABLE]
We further consider partitions
P1=P11∪P12∪S11,
S2=S21∪S22∪L21,
P3=P31∪P32∪S31,
S4=S41∪L41∪S42
and P5=P51∪P52∪S51,
where
[TABLE]
with k2:=(1+h)/h(1−h), k3:=(h+1)3/{h(1−h)(h2+3h+1)},
[TABLE]
and σ1 is the unique positive root of the following function
[TABLE]
as 0<h<1 and k1<k<k3. The following theorem is devoted to the number of equilibria of system (8) and
their qualitative properties.
Theorem 2.1**.**
System (8) has at most four equilibria. The exact number and qualitative properties of equilibria are described in
Table 1.
Proof 2.2**.**
Equilibria of system (8) are determined by the algebraic equations
[TABLE]
For y=0, we can find two equilibria E0:(0,0) and Ek:(k,0). For y>0, from the second equation in (20) system (8) has no other equilibrium if h≥1. If h<1, substituting equality 1+hx(1+αy)=x(1+αy) into the first equation in (20), we conclude that all equilibria lie on the curve
[TABLE]
Substituting (22) into the second equation in (20), we
obtain
[TABLE]
whose zeros in the interval (0,k) determine all equilibria of system (8).
The derivative of F(x) is
F′(x)=(1−h)(−3ασx2+2ασkx+k),
which has a unique positive root
[TABLE]
It is easily seen that F(x) is monotonically increasing for 0<x<x∗ and monotonically decreasing for x>x∗.
We need to discuss the zeros of F(x) in the interval (0,k) for 0<h<1 in two cases: x∗≥k and x∗<k.
(I). For the case x∗≥k, i.e., α≤σk1, the discussion is divided into the following two subcases. (I.1) If F(k)>0, i.e., k>k1, then F(x)=0 has a unique root in the interval (0,k) denoted by x1 (see Fig. 1 (a)). The corresponding parameters (k,σ,α) locate in P1∪S2. (I.2) If F(k)≤0, i.e., k≤k1, then F(x)=0 has no root in the interval (0,k). The corresponding parameters (k,σ,α) locate in S1∪P2∪L1∪S3.
(II). For the case x∗<k, i.e., α>σk1, we need to discuss in the following two subcases. (II.1) If F(k)≥0, i.e., k≥k1, then F(x)=0 has a unique root in the interval (0,k) denoted by x1 (see Fig. 1 (a)). The corresponding parameters (k,σ,α) locate in P3∪S4. (II.2) If F(k)<0, i.e., k<k1, it should be clear that we need only
account for the sign of F(x∗) to determine the number of zeros of F(x).
Since F′(x∗)=0, we can use Maple command “prem” to get the pseudo-remainder of F(x) divided by F′(x) at x∗, i.e.,
[TABLE]
where m=9α2σ2(h−1)2.
Thus, at x∗ we have F(x)=9kF~(x) with
[TABLE]
Substituting x∗ given by (26) into F~(x) leads to
[TABLE]
in which the sign of 2(kασ+3)(1−h)kασ(kασ+3) is positive but that of 2k2σα(1−h)+9k(1−h)−27 is indeterminate. If 2k2σα(1−h)+9k(1−h)−27≥0, i.e., α≥2k2σ(1−h)27−9k(1−h), then F~(x∗) is positive.
If 2k2σα(1−h)+9k(1−h)−27<0, i.e., σk1<α<2k2σ(1−h)27−9k(1−h), then
the sign of F~(x∗) is same as that of
[TABLE]
which is deduced from that 2(αkσ+3)(1−h)kασ(αkσ+3) square minus ασ{2k2σα(1−h)+9k(1−h)−27} square.
Since the leading coefficient of F1(α) and F1(2k2σ(1−h)27−9k(1−h))=2k2(1−h)(hk−k+9)3
are positive and F1(σk1)=k(hk−k+1)(5hk−5k−27) is negative under the conditions 0<h<1 and 0<k<k1, F1(α) has one root α1 given in (11) in the interval (σk1,2k2σ(1−h)27−9k(1−h)).
Hence, we can immediately obtain that F~(x∗)<0 if σk1<α<α1, F~(x∗)>0 if α>α1 and F~(x∗)=0 if α=α1.
Accordingly, the distribution of roots of F(x) in the interval (0,k) is displayed as follows.
F(x) has no root in the interval (0,k) if (k,σ,α)∈P4;
F(x) has two roots in the interval (0,k) denoted by x1, x2 and x1<x2 if (k,σ,α)∈P5 (see Fig. 1 (a));
F(x) has one multiple root x∗ in the interval (0,k) if (k,σ,α)∈S5 (see Fig. 1 (b)). Furthermore, x∗ also can be expressed as
[TABLE]
if α=α1 because F~(x∗)=0 in (28).
Corresponding to the roots of F(x) in the interval (0,k), the positive equilibria of system (8) are E1:(x1,y1), E2:(x2,y2) or E∗:(x∗,y∗), where yi=kσxi(k−xi), i=1,2,∗.
From the above discussion we obtain the number of equilibria of system (8) as shown in Table 1.
In what follows, we study the dynamical behaviors of equilibria. Compute the Jacobian matrix of vector
field (8)
[TABLE]
where J11:=σ(k−2x){1+h(αy+1)x}+{hσx(k−x)−yk}(αy+1)
and let T and D denote its trace and determinant respectively. E0 is a saddle because of
D∣E0=−σk2<0. At Ek,
D∣Ek=k2σ(hk+1)(hk−k+1), T∣Ek=−k{(σ+1)(hk+1)−k},
T∣Ek−4D∣Ek=k2{(σ−1)(hk+1)+k}2.
When h≥1, D∣Ek>0, T∣Ek<0 and T∣Ek−4D∣Ek>0, implying that Ek is a stable node.
When h<1, the qualitative properties of Ek are displayed as follows.
D∣Ek<0 if k>k1, implying that Ek is a saddle,
D∣Ek>0, T∣Ek<0 and T∣Ek−4D∣Ek>0 if k<k1, implying that Ek is a stable node,
T∣Ek<0 and D∣Ek=0 if k=k1, implying that Ek is degenerate.
At Ei, i=1,2,∗, we obtain determinant D∣Ei and trace T∣Ei of Jacobian matrix J as follows
[TABLE]
To obtain the afore-given expressions D∣Ei and T∣Ei, we have used the branch 1+hxi(1+αyi)=xi(1+αyi) and the expression of yi.
Furthermore, T∣Ei
is the pseudo-remainder of trace T~∣Ei of Jacobian matrix J at Ei divided by F(xi), where
T~∣Ei:=σxi{ασ(h+1)xi3−αk(2hσ−h+σ+1)xi2+k(αhkσ−αhk+αk−h−1)xi+hk2}/k. Using the MAPLE command “prem”, we can simplify trace T~∣Ei as
T∣Ei since F(xi)=0.
The above discussion of the existence of equilibria shows that F′(x1)>0, F′(x∗)=0 and F′(x2)<0.
Thus, we obtain D∣E1>0, D∣E∗=0 and D∣E2<0, which imply that E∗ is degenerate, E2 is a saddle and
E1 can be neither a saddle nor a degenerate equilibrium. We only need to discuss
the sign of T∣E1 in the following lemma.
Lemma 2.3**.**
For 0<h<1,
T∣E1>0 if (k,σ,α)∈P11∪S21∪P31∪S42∪P51, T∣E1<0 if (k,σ,α)∈P12∪S22∪P32∪S41∪P52 and T∣E1=0 if (k,σ,α)∈S11∪L21∪S31∪L41∪S51.
*Proof of Lemma 2.3: ***
The above discussion shows that the equilibrium E1 exists for 0<h<1 and (k,σ,α)∈P1∪S2∪P3∪S4∪P5.
Determining the sign of T∣E1 is a difficulty because the explicit solution x1 can not be obtained from equilibrium equation (24), which is a cubic equation. In order to overcome it, we need to discuss the sign of T∣E1 indirectly via the relative position of the roots of equilibrium equation (24) and T∣E1 together with the monotonicity of T∣E1.
Function T∣E1 is monotonically decreasing and has one positive root.
Let the root of T∣E1=0 be
[TABLE]
Substituting x0 into F(x), we get
[TABLE]
The concrete strategy is described as follows. For 0<h<1 and (k,σ,α)∈P1∪S2∪P3∪S4, F(x) has a unique root x1 in the interval (0,k) as well as F(x)<0 in the interval (0,x1) and F(x)>0 in the interval (x1,k).
The relative position of x1 and x0 is determined by the sign of F(x0) together with relationship x0<k.
Concretely, x1>x0 if F(x0)<0, x1<x0 if F(x0)>0 and x1=x0 if F(x0)=0
(see Fig. 1 (a)). In addition that T∣E1 is monotonically decreasing, then T∣E1<0 if F(x0)<0, T∣E1>0 if F(x0)>0 and T∣E1=0 if F(x0)=0.
For 0<h<1 and (k,σ,α)∈P5, F(x) has two roots x1 and x2 (x1<x∗<x2) as well as F(x)<0 in the intervals (0,x1)∪(x2,k) and F(x)>0 in the interval (x1,x2).
The relative position of x1 and x0 is determined by the sign of F(x0) together with relative position of x0 and x∗.
Concretely, x1>x0 if F(x0)<0 and x0<x∗; x1<x0 if F(x0)>0 or F(x0)≤0 and x0>x∗; x1=x0 if F(x0)=0 and x0<x∗
(see Fig. 1 (a)). In addition that T∣E1 is monotonically decreasing, then
T∣E1<0 if F(x0)<0 and x0<x∗; T∣E1>0 if F(x0)>0 or F(x0)≤0 and x0>x∗; T∣E1=0 if F(x0)=0 and x0<x∗.
Thus, to obtain the parameter condition for each case is the subsequent task.
Because of space cause, we just give the proof in detail for 0<h<1 and (k,σ,α)∈S4, but
omit the verbose proof of the rest cases.
By analyzing F(x0) for 0<h<1 and (k,σ,α)∈R+3 we have the sign of F(x0) as follows.
F(x0)>0 if
(k,σ,α)∈{(k,σ,α)∈R+3:k≥k2\mboxork1≤k<k2,α>α2\mboxork<k1,σ>1−h−k(1−h)2,α>α2};
F(x0)<0 if
(k,σ,α)∈{(k,σ,α)∈R+3:k1≤k<k2,α<α2\mboxork<k1,σ≤1−h−k(1−h)2\mboxork<k1,σ>1−h−k(1−h)2,α<α2};
F(x0)=0 if
(k,σ,α)∈{(k,σ,α)∈R+3:k1≤k<k2,α=α2\mboxork<k1,σ>1−h−k(1−h)2,α=α2},
where α2 is given by (15).
Furthermore, x0<k for 0<h<1 and (k,σ,α)∈P1∪S2∪P3∪S4 since
x0−k=k(1−h)2+σ(1+h)k{(1−h)(hk−k+1)−σ}<0. Now we need to find the intersections of set S4 and sets of F(x0)>0, F(x0)=0 and F(x0)<0 respectively.
In order to compare the endpoints α2 with σk1, we denote α2−σk1 by f(σ) given in (18), where
f(σ)=(hσ+1−h)2(1−h){(2h+1)σ−2h+2}>0
for 0<h<1 and (k,σ,α)∈S4, implying α2>σk1.
For 0<h<1, we can get F(x0)>0 as (k,σ,α)∈S42, F(x0)<0 as (k,σ,α)∈S41 and F(x0)=0 as (k,σ,α)∈L41.
Thus, we obtain the corresponding sign of T∣E1 for this case.
Although the proof for the case (k,σ,α)∈P1∪S2∪P3∪P5 is omitted, we should account for the two quantities σ1 and σ2. In the case (k,σ,α)∈P1∪S2∪P3, we still need to compare the endpoints α2 and σk1 so that function f(σ) given in (18) need to be discussed for (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k1<k<k2}, the properties of which are displayed as follows.
f(σ)>0 if (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k1<k<k3,σ>σ1};
f(σ)<0 if (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k1<k<k3,σ<σ1\mboxorh<1,k3≤k<k2};
f(σ)=0 if (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k1<k<k3,σ=σ1}, where σ1 is the unique positive root of f(σ) for 0<h<1 and k1<k<k3.
In the case (k,σ,α)∈P5, we need to compare the endpoints α1 and α2 for (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k<k1,σ>1−h−k(1−h)2}.
Substituting α2 into F1(α), we get
F1(α2)=f1(σ)f22(σ)/{k2(1−h)(hσ−h+1)4{k(1−h)2+h+σ−1}2},
where
[TABLE]
f1(σ)>0* for σ>0 because all the coefficients are positive for 0<h<1 and 0<k<k1.
Furthermore, the leading coefficient of f2(σ) is positive and
the constant term of which is negative, implying that f2(σ) is monotonically increasing for σ>0 and has a unique positive root σ2 given in (15).
Since f2(1−h−k(1−h)2)=−(1−h)2(kh−k+1)(h2k−hk+h+1)2<0 for 0<h<1 and 0<k<k1,
we have σ2>1−h−k(1−h)2.
Hence, we obtain α2=α1 for 0<h<1, 0<k<k1 and σ=σ2 as well as α2>α1 for 0<h<1, 0<k<k1, σ>1−h−k(1−h)2 and σ=σ2.
The proof of Lemma 2.3 is completed.*
The determinant of E1 is positive and the sign of the trace of E1 is shown in Lemma 2.3,
the qualitative properties of E1 can be derived, namely, E1 is an unstable node or focus if T∣E1>0,
E1 is a stable node or focus if T∣E1<0 and E1 is center type if T∣E1=0.
The stability and topological classification for the equilibria are presented in Table 1.
The proof of Theorem 2.1 is completed.
2.1 Bifurcations at Ek and E∗
In this section, we show that both transcritical and pitchfork bifurcations may occur at Ek and
a saddle-node bifurcation may occur at E∗.
Table 1 of Theorem 2.1 indicates that system (8) has a degenerate equilibrium Ek with T∣Ek<0 and D∣Ek=0 if 0<h<1 and
(k,σ,α)∈S1∪L1∪S41∪L41∪S42, i.e., k=k1. The following theorem displays the bifurcations at Ek.
Theorem 2.4**.**
*For 0<h<1 and
(k,σ,α)∈S1∪L1∪S41∪L41∪S42, Ek is a saddle-node
of system (8). Moreover,
(i) as (k,σ,α) crosses S1, i.e., (k,σ,α) varies from P11∪P12 to P2, a transcritical bifurcation happens at Ek such that
a stable (resp., unstable) node E1 and two saddles E0 and Ek change into a stable node Ek and a saddle E0 for (k,σ,α)∈P12 (resp., (k,σ,α)∈P11).
(ii) as (k,σ,α) crosses S41, i.e., (k,σ,α) varies from P32 to P52, a transcritical bifurcation happens at Ek such that a stable node E1 and two saddles E0 and Ek change into two stable nodes E1 and Ek and two saddles E0 and E2.
(iii) as (k,σ,α) crosses L41, i.e., (k,σ,α) varies from S31 to S51, a transcritical bifurcation happens at Ek such that
a center type equilibrium E1 and two saddles E0 and Ek change into a center type equilibrium E1, a stable node Ek and two saddles E0 and E2.
(iv) as (k,σ,α) crosses S42, i.e., (k,σ,α) varies from P31 to P51, a transcritical bifurcation happens at Ek such that
two saddles E0 and Ek and an unstable node E1 change into an unstable node E1, a stable node Ek and two saddles E0 and E2.
(v) as (k,σ,α) crosses L1, i.e., (k,σ,α) varies from S21∪S22 to S3, a pitchfork bifurcation happens at Ek such that two saddles E0 and Ek and a stable (resp., unstable) node E1 change into a saddle E0 and a stable node Ek for (k,σ,α)∈S22 (resp., (k,σ,α)∈S21).*
Proof 2.5**.**
Let ϵ=k−k1. For sufficiently small ∣ϵ∣,
consider system (8) suspected by the parameter ϵ.
Using the linear transformation x=u+v+k, y=−σu and
time-rescaling τ:=(h−1)2−σt to translate Ek to the origin (0,0) and diagonalize the linear part of the suspected system,
we can change the system into the follows
[TABLE]
By Theorem 1 of Carr [1981],
system (49) has a two-dimensional center manifold Wc:v=h(u,ϵ) near the origin,
which is C∞ and tangent to the plane v=0 at the origin in the (u,v,ϵ)-space. Let
[TABLE]
Since it is invariant to solutions (u(t),v(t),ϵ(t)) of system (49),
we can differentiate both sides of (50), which leads to the equality
v˙=huu˙+hϵϵ˙.
Substituting equations of (49) into the equality
and comparing the coefficients
of u2, ϵ2 and uϵ, we get
a=(ασ2−ασ+hσ−h+1)(−1+h)/σ, b=0 and
c=(σ−1)(−1+h)2/σ.
Thus,
system (49) restricted to center manifold (50) can be written as
[TABLE]
where c1:=(h−1)2{2ασ2−(h−1)(h−2)σ+(h−1)2}/σ2
and
c2:=−(h−1)2{α(h−2)σ2−(h−1)(α−h)σ−(h−1)2}/σ2.
When α=σ1−h, it shows that σ(ασ+h−1)(1−h)=0 in (52)
and the origin is the unique equilibrium as ϵ=0 and another equilibrium arises from the origin as ϵ=0.
Moreover, the stabilities of the equilibria exchange as ϵ varies from negative to positive. Thus, Ek is a saddle-node as ϵ=0 and system (8) undergoes a transcritical bifurcation at Ek for (k,σ,α)∈S1∪S41∪L41∪S42 ([Guckenheimer & Holmes, 1983, p.149]).
When α=σ1−h, it shows that σ(ασ+h−1)(1−h)=0 and σ2(1−h)3=0 in (52)
and the origin is the unique equilibrium as ϵ=0 and the other two equilibria arise from the origin as ϵ>0.
Thus, Ek is a saddle-node as ϵ=0 and system (8) undergoes a pitchfork bifurcation at Ek for (k,σ,α)∈L1 ([Guckenheimer & Holmes, 1983, p.149]).
The proof is completed.
As indicated in Theorem 2.1, system (8) has a degenerate equilibrium E∗ for 0<h<1 and (k,σ,α)∈S5, i.e., D∣E∗=0. To consider what bifurcation system (8) undergoes for this degenerate case,
let us first discuss the sign of the trace T∣E∗ given in (36).
Substituting α=α1 and x∗ (given in (11) and (34) respectively) into T∣E∗, we obtain
[TABLE]
For 0<h<1 and 0<k<k1, the sign of (hσ−h+1)(kh−k+1)(hk−k+9) is always positive, but that of −(kh2−hk+h+4)σ+3(1−h)(hk−k+1)
is indeterminate.
If −(kh2−hk+h+4)σ+3(1−h)(hk−k+1)≥0 in (55), i.e., 0<σ≤kh2−hk+h+43(1−h)(hk−k+1), it is evident that T∣E∗>0.
If −(kh2−hk+h+4)σ+3(1−h)(hk−k+1)<0, i.e., σ>kh2−hk+h+43(1−h)(hk−k+1),
we can derive the following relationship
[TABLE]
Based on the fact that f2(σ)>0 if σ>σ2, f2(σ)<0 if 0<σ<σ2 and f2(σ)=0 if σ=σ2 as well as the following inequality
[TABLE]
we conclude that T∣E∗>0 if kh2−hk+h+43(1−h)(hk−k+1)<σ<σ2, T∣E∗<0 if σ>σ2 and T∣E∗=0 if σ=σ2.
From the discussion, the sign of T∣E∗ is obtained for 0<h<1 and (k,σ,α)∈S5, namely, T∣E∗>0 if 0<σ<σ2, T∣E∗<0 if σ>σ2 and T∣E∗=0 if σ=σ2.
For 0<h<1 and (k,σ,α)∈S5 with σ=σ2, the following theorem displays that system (8) undergoes a saddle-node bifurcation at E∗.
Theorem 2.6**.**
For 0<h<1 and
(k,σ,α)∈S5 with σ=σ2, E∗ is a saddle-node
of system (8) and a saddle-node bifurcation happens at E∗ as (k,σ,α) crosses S5.
Moreover, as (k,σ,α) changes from P4 to P51∪P52, an unstable (resp.,
stable) node E1 and a saddle E2 arise for (k,σ,α)∈P51 (resp., (k,σ,α)∈P52).
Proof 2.7**.**
Let ϵ=α−α1. For sufficiently small ∣ϵ∣,
consider system (8) suspected by the parameter ϵ.
By translating E∗ to the origin (0,0) we can expand the suspected system as follows
[TABLE]
where the coefficients aijk and bijk are given in the Appendix
with α1 and x∗ given in (11) and (34) respectively.
Using the linear transformation
x=u+b100a100v+a100(a100+b010)a001(a010−a100)ϵ and y=−b010b100u+v
to diagonalize the linear part of the suspected system, we obtain the following form
[TABLE]
where pijk and qijk are displayed in the Appendix.
By Theorem 1 of Carr [1981], system (65) has a two-dimensional center manifold Wc:v=h1(u,ϵ) near the origin,
which is C∞ and
tangent to the plane v=0 at the origin in the (u,v,ϵ)-space. Let
[TABLE]
Differentiating both sides of (66) leads to the equality
v˙=h1uu˙+h1ϵϵ˙.
Substituting equations of (65) into the equality
and comparing the coefficients
of u2, ϵ2 and uϵ, we obtain c20,
c11 and c02 given in the Appendix respectively.
System (65) restricted to center manifold (66) can be written as
[TABLE]
where
[TABLE]
In the following, we prove d2(0)=0 for 0<h<1 and (k,σ,α)∈S5 with σ=σ2, where
[TABLE]
Denote the numerator of d2(0) by d2~(0), it follows immediately that
d2~(0)=−x∗4α12σ3(k−x∗)2(h−1)2f3(x∗)/k with
f3(x∗):=−α1σ(h+2)x∗3+α1kσ(h+3)x∗2−k(α1kσ−h−2)x∗−k(k−1),
which is a cubic polynomial.
Since F′(x) is a quartic polynomial and F′(x∗)=0, we use the Maple command “prem” to get the pseudo-remainder of f3(x∗) divided by F′(x∗).
[TABLE]
where m=9α12σ2(−1+h)2.
Substituting x∗ given by (34) into the pseudo-remainder leads to
f3(x∗)=18(kα1σ+3)(h−1)k{−9kσ(hk−k+3)α1−36(h−1)k−162}>0
for 0<h<1 and (k,σ,α)∈S5. Thus, d2~(0)<0 for 0<h<1 and (k,σ,α)∈S5.
In the denominator of d2(0), b010>0 is obvious and a100+b010, i.e., the trace T∣E∗, has been discussed before this theorem.
Hence, for 0<h<1 and (k,σ,α)∈S5 with σ=σ2, we have d2(0)>0 if σ>σ2 and d2(0)<0 if 0<σ<σ2.
Using the translation u=w−2d2(ϵ)d1(ϵ) and time-rescaling τ:=d2(ϵ)t to system (68), we get
[TABLE]
where
ζ(ϵ):={4d0(ϵ)d2(ϵ)−d12(ϵ)}/4d22(ϵ).
The computation yields
ζ(0)=0 and ζ′(0)=d0′(0)/d2(0),
where
d0′(0)=−(a100+b100)b001b010/b100(a100+b010).
It is obvious that both b100 and b001 are positive. In addition,
a100+b100=σx∗{α1σ(k−x∗)x∗+k}(k−2x∗)/k<0
because k−2x∗=−α1σ−kα1σ+2kα1σ(α1kσ+3)<0.
Thus, ζ′(0)<0 for 0<h<1 and (k,σ,α)∈S5 with σ=σ2.
Hence, the origin is the unique equilibrium of (72) as
ϵ=0 and two equilibria arise from the origin as ϵ varies from
[math] to positive when σ=σ2. Therefore, for 0<h<1 and (k,σ,α)∈S5 with σ=σ2, a saddle-node
bifurcation occurs at E∗ as α changes from α=α1 to
α>α1 such that an unstable (stable) node E1 and a saddle E2 emerge from E∗ if σ<σ2 (resp. σ>σ2).
The proof is completed.
3 Hopf Bifurcation at E1
As indicated in Theorem 2.1, E1(x1,y1) is of center type for 0<h<1 and (k,σ,α)∈S11∪L21∪S31∪L41∪S51, i.e., T∣E1=0 and D∣E1>0,
where x1:=x0 given in (38) and
y1:=σk{k(h−1)2+h+σ−1}(hσ−h+1)/{k(h−1)2+σ(h+1)}2.
In this section, we show that E1 is a weak focus of multiplicity at most 1 and the Hopf bifurcation occurs at E1.
For convenience, let
D:=S11∪L21∪S31∪L41∪S51={(k,σ,α)∈R+3:k1≤k<k2,α=α2\mboxork<k1,σ>σ2,α=α2}.
Theorem 3.1**.**
For 0<h<1 and
(k,σ,α)∈D, equilibrium E1 of system (8) is a stable weak focus of multiplicity 1 and
one stable limit cycle arises near E1 as α varies from α=α2 to α>α2.
Proof 3.2**.**
Translating equilibrium E1 to the origin, system (8) becomes the following system
[TABLE]
where the coefficients are given in the Appendix.
For 0<h<1 and (k,σ,α)∈D, system (75) has a pair of purely imaginary eigenvalues ±β,
where
β:=kσf2(σ)/{(k(h−1)2+σ(h+1))1−h}.
The transversal condition of Hopf bifurcation holds because
[TABLE]
In the following we compute the quantity of focus.
Using the linear transformation x=b101u+b10βa10v, y=β1v and time-rescaling τ:=βt to normalize the linear part, we can change system (75) into the form
[TABLE]
where the coefficients are given in the Appendix.
The following is devoted to the center-focus determination by the successive function method (Zhang et al. [1992]).
We can obtain the first order focal value
[TABLE]
where G(σ):=L4σ4+L3σ3+L2σ2+L1σ+L0 with
[TABLE]
The sign of g is determined by that of G(σ).
We first show G(σ)<0 for (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k1≤k<k2} by proving that all coefficients Li(i=0,1,2,3,4) of G(σ) are nonpositive.
It is easy to check that L4<0 and L0≤0.
In fact, the third factor is negative and the other two are positive in L4 and
the third factor is nonpositive and the other three are positive in L0.
To prove L1<0, let the last factor of L1 be L11(k).
Since L11(k) is negative at the both endpoints of the interval [k1,k2), Lemma 3.1 of Yang, [1999] indicates that the number of the roots for L11(k) in the interval (k1,k2) is equal to that of positive roots for
[TABLE]
It is easily seen that Φ(z) has no positive root. We thus infer that L11(k)<0, implying L1=k(h−1)4L11(k)<0.
To see L2<0, let the second factor of L2 be L21(k)
and the derivative of which be
[TABLE]
The facts that the leading coefficient of L21′(k) is negative and L21′(k) is positive at the endpoints of the interval [k1,k2) imply that L21′(k)>0 for k1≤k<k2. Furthermore, since L21(k1)=1−h6h+5>0, we deduce L21(k)>0. Hence, L2=(h−1)3L21(k)<0.
To show L3<0, let the second factor of L3 be L31(k). Analysis similar to that in the proof of L21(k) shows
that L31(k)>0. Hence, L3=(h−1)L31(k)<0.
Consequently, it follows that G(σ)<0 for (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k1≤k<k2}.
We proceed to show G(σ)<0 for (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k<k1,σ>σ2}.
In order to avoid discussing the monotonicity of G(σ), we make the transformation σ=ρ+σ2 to transform the problem of determining the sign of G(σ) in the interval (σ2,+∞) to
the issue of determining the sign of G~(ρ) in the interval (0,+∞), where
G~(ρ):=L~4ρ4+L~3ρ3+L~2ρ2+L~1ρ+L~0
with
[TABLE]
in which L~2, L~1 and L~0 were reduced by the pseudo-division since f2(σ2)=0.
Likewise, we show G~(ρ)<0 by proving that all coefficients L~i(i=0,1,2,3,4) are negative for 0<h<1 and 0<k<k1.
It follows immediately that L~4<0 because the last factor of L~4 is negative and the others are positive.
To prove L~0<0, let the last factor of L~0 be L~01(σ2),
the constant term of which is positive.
Let LC0(k) be the leading coefficient of L~01(σ2). The fact that
[TABLE]
has no positive root shows, by Lemma 3.1 of Yang, [1999], that LC0(k) has no root in the interval (0,k1).
Since LC0(0)>0, we immediately obtain LC0(k)>0.
Therefore, we have L~01(σ2)>0, which implies L~0=(h−1)3(h2k−hk+h+1)4L~01(σ2)<0.
In the following, we omit the details of the proof about L~i<0 (i=1,2,3).
We claim that L~1<0. In fact, let the last factor of L~1 be L~11(σ2) and obtain which is positive by analyzing the monotonicity. Since −(h−1)2(h2k−hk+h+1)3<0, we conclude L~1=−(h−1)2(h2k−hk+h+1)3L~11(σ2)<0. We claim that L~2<0. In fact, let the last factor of L~2 be L~21(σ2) and obtain L~21(σ2)>0, which can derive L~2=(h−1)(h2k−hk+h+1)2L~21(σ2)<0. In the same manner, we can see that L~3<0.
Consequently, we can assert that G~(ρ)<0 for ρ>0, namely that G(σ)<0 for (h,k,σ)∈{(h,k,σ)∈R+3:h<1,k<k1,σ>σ2}.
We obtain the desired conclusion that the first order focal value g is negative for 0<h<1 and
(k,σ,α)∈D. Therefore, the equilibrium E1 of system (8) is a stable weak focus of multiplicity 1 and
at most one stable limit cycle arises near E1 from Hopf bifurcation as α varies from α=α2 to α>α2.
4 Bogdanov-Takens bifurcation at E∗
As presented before Theorem 2.6, E∗(x∗,y∗) is degenerate with D∣E∗=0 and T∣E∗=0 for
0<h<1 and (k,σ,α)∈S5 with σ=σ2, where
x∗=k(1−h)2+σ2(h+1)hkσ2+k(1−h) and y∗={k(1−h)2+σ2(1+h)}2σ2k(hσ2−h+1){(h−1)(hk−k+1)+σ2}. Since α1=α2 if σ=σ2, we let α∗:=α1=α2. In the section, we display that E∗ is
a cusp and the Bogdanov-Takens bifurcation may occur at E∗.
Lemma 4.1**.**
For 0<h<1 and
(k,σ,α)∈S5 with σ=σ2, the equilibrium E∗ of system (8) is a cusp.
Proof 4.2**.**
For 0<h<1 and (k,σ,α)∈S5 with σ=σ2, system (8) can be transformed into the following form
by translating E∗ to the origin
[TABLE]
where the coefficients are given in the Appendix
with σ2 given in (15).
Using the linear transformation x=−B10B01u+v and y=u combined with the time-rescaling τ:=B10t to change system (89)
into the canonical form
[TABLE]
where
[TABLE]
By the near-identity transformation u1:=u and v1:=v+A20u2+A11uv⋯, system (92) can be written as the Kukles form
[TABLE]
Using a further transformation u2:=u1 and v2:=v1−(A11+B02)u1v1 and the time-rescaling t:={1+(A11+B02)u2}τ to eliminate the term of v12 in (95), the system can be changed into
[TABLE]
We can assert that the coefficients B20 and 2A20+B11 are nonzero for 0<h<1 and 0<k<k1. In fact,
we can obtain
[TABLE]
with
g1(σ2):={h(h−1)(h2+2h−1)k+(h+1)(h2+2h−2)}σ22+(h−1){h(h−1)3k2−(4h+3)(h−1)k−(h+4)(h+1)}σ2−k(h−1)3(h2k+h−k+2).
It is easy to check that B20<0. Since the pseudo remainder of g1(σ2) divided by f2(σ2) is
2(1−h){h(hk−k+1)+1}2{(h2k(h−1)+(h+1)2)σ2+k(h−1)2}, which is positive, we obtain 2A20+B11>0.
Then, by the rescaling
u3:=(2A20+B11)2u1/B20, v3:=−(2A20+B11)3v2/B202 and τ:=−B20t/(2A20+B11)
system (97) becomes
[TABLE]
It follows by Theorem 8.4 of Kuznetsov [1995] that E∗ is a cusp
of system (8) for 0<h<1 and (k,σ,α)∈S5 with σ=σ2. The proof of this lemma is completed.
We proceed to display that the Bogdanov-Takens bifurcation may occur at E∗ in the following theorem. We choose σ and α as the
bifurcation parameters and unfold the Bogdanov-Takens normal form of codimension 2 when the parameters (σ,α) are perturbed near the point
(σ2,α∗).
Theorem 4.3**.**
For 0<h<1 and
(k,σ,α)∈S5 with σ=σ2, there is a neighborhood U of the point (σ2,α∗) in the (σ,α)-space and
four curves
[TABLE]
such that system (8) undergoes a saddle-node bifurcation near E∗ as (σ,α) crossing SN+∪SN−, a
Hopf bifurcation near E∗ as (σ,α) crossing H and a
homoclinic bifurcation near E∗ as (σ,α) crossing HL, where
α3:=α∗−μ110μ101(σ−σ2)−{A(0,0)μ1103A(0,0)(μ1012μ120−μ101μ110μ111+μ102μ1102)+25A(0,0)μ11036(μ101μ210−μ110μ201)2}(σ−σ2)2+O(∣σ−σ2∣3)
with A(0,0)=B20 and μlij displayed in the Appendix.
Proof 4.4**.**
Let ϵ1:=α−α∗ and ϵ2:=σ−σ2. For sufficiently small ∣ϵ1∣ and ∣ϵ2∣,
we can transform system (8) into the following form by translating E∗ to the origin and using the same translation as (92)
[TABLE]
where the coefficients are given in the Appendix.
With the change of variables (x,y)→(u1,v1), where u1:=x and v1 denotes the right side of
the first equation in (104), system (104) can be written as the Kukles form, whose
second order truncation is the following form
[TABLE]
where the coefficients are given in the Appendix.
Since
F11(0,0)=2A20+B11>0,
we can use a parameter-dependent shift u2:=u1+F11(ϵ1,ϵ2)F01(ϵ1,ϵ2) and v2:=v1
to vanish the term proportional to v1 in the second equation of system (107), which
leads to the following system
[TABLE]
Using the near-identity transformation u3:=u2, v3:=v2−F02(ϵ1,ϵ2)u2v2 and time-rescaling τ:=(1+F02(ϵ1,ϵ2)u3)t, system (111) can be changed into
[TABLE]
where
[TABLE]
We can check that
A(0,0)=B20<0 and B(0,0)=2A20+B11>0.
Thus, by the rescaling
u4:=B2(ϵ1,ϵ2)u3/A(ϵ1,ϵ2), v4:=−B3(ϵ1,ϵ2)v3/A2(ϵ1,ϵ2) and t:=−A(ϵ1,ϵ2)τ/B(ϵ1,ϵ2) system (113) can be changed into
[TABLE]
where
[TABLE]
Because the coefficients E00, E10, F00, F10 and F01 in system (104) are equal to zero if ϵ1=0 and ϵ2=0,
we can check μ1(0,0)=0 and μ2(0,0)=0. Consequently, we conclude that β1(0,0)=0 and β2(0,0)=0.
Moreover, the Jacobian determinant of (118) at (0,0) is given by
[TABLE]
where
[TABLE]
We utilize the theory of complete discrimination system for parametric polynomials in Yang, [1999] to
determine the number of real roots of g2(k) and g3(k) in the interval k∈(0,k1) with 0<h<1.
Let k=(1−h)(1+x2)1, the number of real roots for g2(k) in the interval (0,k1) is equal to the half number of that for g~2(x) on the total real axis, where
[TABLE]
The discriminant sequence of g~2(x) is
D:={D1,D2,D3,D4,D5,D6,D7,D8},
where
[TABLE]
with D31, D41, D51, D61 and D71 listed in the Appendix.
It is obvious that \mboxsign(D1)=1 and \mboxsign(D2)=−1 for 0<h<1. To discuss the sign of Di (i=3⋯8), we begin by considering the zeros of the single-variable function
Dj (j=31,41,51,61,71). Using the Maple command ‘‘realroot(Dj,0.000001)" to isolate the real roots of Dj in the interval (0,1). We
see that D31 has exactly one real root h1 covered by
I1:=[5686495/16777216,177703/524288].
By computing D31 at the endpoints of I1, i.e., D31(5686495/16777216)<0 and D31(177703/524288)>0, we obtain the sign of D31 as follows. D31<0 if h∈(0,h1), D31=0 if h=h1 and D31>0 if h∈(h1,1).
D41 has exactly one real root h2 covered by
I2:=[5448295/16777216,681037/2097152].
Since D41(5448295/16777216)>0 and D41(681037/2097152)<0, the sign of D41 is that D41>0 if h∈(0,h2), D41=0 if h=h2 and D41<0 if h∈(h2,1).
D51 has three real roots h3, h4 and h5 covered by
I3:=[3141071/8388608,6282143/16777216], I4:=[4311003/8388608,1077751/2097152] and I5:=[6104019/8388608,1526005/2097152] respectively.
Similarly, by computing the sign of D51 at the endpoints of the intervals I3, I4 and I5
we obtain D51<0 if h∈(0,h3)∪(h4,h5), D51=0 if h=h3∪h4∪h5 and D51>0 if h∈(h3,h4)∪(h5,1).
D61 also has exactly three real roots h6, h7 and h8 covered by
I6:=[6273181/16777216,3136591/8388608], I7:=[4310379/8388608,1077595/2097152] and I8:=[6129165/8388608,3064583/4194304] respectively.
We conclude similarly that D61>0 if h∈(0,h6)∪(h7,h8), D61=0 if h=h6∪h7∪h8 and D61<0 if h∈(h6,h7)∪(h8,1).
D71 has exactly three real roots h9, h10 and h11 covered by
I9:=[3160567/8388608,6321135/16777216], I10:=[4283093/8388608,2141547/4194304] and I11:=[6960901/8388608,3480451/4194304] respectively.
The computation yields that D71<0 if h∈(0,h9)∪(h10,h11), D71=0 if h=h9∪h10∪h11 and D71>0 if h∈(h9,h10)∪(h11,1).
Furthermore, we divide interval (0,1) into 13 open subintervals and 12 single points, which are arranged in order as follows by comparing the endpoints of Ii(i=1,2⋯11)
[TABLE]
Consequently, the sign of Di (i=3⋯8) is displayed as follows
[TABLE]
The sign lists of the discriminant sequence D are given as follows
[TABLE]
For h∈h2∪h1∪h6∪h3∪h7∪h8∪h4∪h5, the revised sign lists are
[TABLE]
Thus, the change number of the sign lists of the
discriminant sequence D is 4 and the number
of the non-vanishing numbers of these lists is 8 for h∈(0,1)/(h9∪21∪h10∪h11)
and the change number is 3 and the number
of the non-vanishing numbers is 6 for h∈h9∪21∪h10∪h11. By Theorem 2.1 in Yang, [1999], g~2(x) has no root on the total real axis. Hence, g2(k) has no real root in the interval (0,k1). In addition, g2(k) is an even function and g2(0)<0, then we obtain g2(k)<0 for 0<k<k1 and 0<h<1.
Similarly, by using the complete discrimination system of polynomial we can also obtain g3(k)<0 for 0<k<k1 and 0<h<1.
Hence, we conclude that the Jacobian determinant is nonzero, i.e., (118) is locally invertible.
System (116) therefore is locally equivalent to the universal unfolding system
[TABLE]
As indicated in Section 8.4 of Kuznetsov [1995], system (125) undergoes a saddle-node bifurcation as (ξ1,ξ2) crossing SN+∪SN−, where SN+:={(ξ1,ξ2)∈U:ξ1=ξ22/4,ξ2>0} and SN−:={(ξ1,ξ2)∈U:ξ1=ξ22/4,ξ2<0}, a Hopf bifurcation as (ξ1,ξ2) crossing H, where H:={(ξ1,ξ2)∈U:ξ1=0,ξ2<0} and a homoclinic bifurcation as (ξ1,ξ2) crossing HL, where HL:={(ξ1,ξ2)∈U:ξ1=−6ξ22/25+O(∣ξ2∣3),ξ2<0}.
In what follows, we only need to present the bifurcation curve HL in terms of ϵ1 and ϵ2 because the bifurcation curves SN and H have already been shown in Theorem 2.6 and Theorem 3.1.
For convenience, we denote
μlij:=∂i+jμl(0,0)/∂iϵ1∂jϵ2,
l=1,2 and i,j=0,1,2 given in the Appendix.
We can solve ϵ1 and ϵ2 from (118) as follows
[TABLE]
Before expressing the bifurcation curve we need to prove μ110=0 for 0<h<1 and 0<k<k1, where μ110 is given in the Appendix and has the same sign as
μ~110:=ζ1(k)σ2+ζ2(k)
with
[TABLE]
It is easy to obtain ζ2(k)>0 for 0<h<1 and 0<k<k1. We next prove ζ1(k)>0 for 0<h<1 and 0<k<k1.
Let k=(1−h)(1+x2)1, the number of real roots for ζ1(k) in the interval (0,k1) is equal to the half number of that for ζ~1(k) on the total real axis (Yang, [1999]), where
ζ~1(k):=3(h+1)4x6+(h+9)(h+1)3x4+2(6h2+8h+5)x2+4.
Obviously, ζ~1(k) has no real root, implying that ζ1(k) has no root in the interval (0,k1). In addition, ζ1(k) is an odd function and ζ1(0)>0, we obtain ζ1(k)>0 for 0<h<1 and 0<k<k1.
For the bifurcation curve HL, we consider Ξ:=β1+256β22+O(∣β2∣3).
Since ∂ϵ1∂Ξ=A3(0,0)B4(0,0)μ110=0,
by the implicit function theorem,
there exists a unique function ϵ1(ϵ2) such that ϵ1(0)=0 and Ξ(ϵ1(ϵ2),ϵ2)=0, which can be obtained as an expansion
[TABLE]
Further, on the curve Ξ=0, we have
ϵ2=−B2(0,0)(μ101μ210−μ110μ201)A2(0,0)μ110β2+O(∣β2∣2),
in which the coefficient of β2 is negative, implying that
ϵ2>0 if β2<0 and ϵ2<0 if β2>0. Therefore, we obtain
[TABLE]
With the transformation ϵ1=α−α1 and ϵ2=σ−σ2, we can rewrite the above bifurcation curve HL as in Theorem 4.3. The proof of this theorem is completed.
5 Numerical simulation and discussion
In this paper we qualitatively investigate prey-predator system (6) with foraging facilitation among predators including the number and properties of the equilibria (Theorem 2.1) as well as the bifurcations of equilibria such as transcritical and pitchfork bifurcations (Theorem 2.4), saddle-node bifurcation (Theorem 2.6), Hopf bifurcation (Theorem 3.1) and Bogdanov-Takens bifurcation (Theorem 4.3).
In spite that both the saddle-node and Hopf bifurcations are discussed above, they are also exhibited in the Bogdanov-Takens bifurcation.
As indicated in Theorem 4.3, the neighborhood U of point (σ2,α∗) is divided into four regions, i.e., U=SN+∪SN−∪H∪HL∪R1∪R2∪R3∪R4, where
[TABLE]
Accordingly, the dynamical behaviors of system (8) near the cusp E∗ for parameters in neighborhood U of point (σ2,α∗) are listed in Table 2.
We next offer some examples to demonstrate the dynamical behaviors of system (8). Let h=0.5 and k=1, we have σ2=0.55, α∗=15.94 and E∗=(0.72,0.11). The bifurcation diagram of the Bogdanov-Takens bifurcation is displayed in Fig. 2.
When (σ,α)=(0.62,14.2)∈R1, system (8) has no equilibrium except the saddle E0 and the stable node Ek (Fig. 3 (a)). For (σ,α)=(0.62,14.3)∈R2, system (8) has four equilibria, i.e., the stable node Ek, the stable focus E1 and the saddles E0 and E2 as shown in Fig. 3 (b). The rise of equilibria E1 and E2 is due to the saddle-node bifurcation.
When (σ,α)=(0.62,14.42)∈R3, system (8) has a stable limit cycle and four equilibria, i.e., the stable node Ek, the unstable focus E1 and the saddles E0 and E2 as shown in Fig. 3 (c). The rise of the limit cycle is induced by the Hopf bifurcation.
For (σ,α)=(0.62,14.55)∈R4, system (8) only has four equilibria, i.e., the stable node Ek, the unstable focus E1 and the saddles E0 and E2 as shown in Fig. 3 (d). The disappearance of the limit cycle is induced by the homoclinic bifurcation.
Theorem 3.1 describes that one stable limit cycle arises near E1 induced by the Hopf bifurcation as 0<h<1 and (k,σ,α) varies from S11∪L21∪S31 to P11∪S21∪P31.
Table 1 shows that system (8) has two saddles E0 and Ek and an unstable focus or node E1 when 0<h<1 and (k,σ,α)∈P11∪S21∪P31. Thus, the stable limit cycle is the ω-limit set of the positive solutions. For example, let h=0.5 and (k,σ,α)=(5.5,1,0.1)∈P11, system (8) has two saddles E0 and Ek and an unstable focus or node E1 surrounded by a stable limit cycle as shown in Fig. 4.
From an ecological point of view, the foraging facilitation among predators is an interesting phenomenon to understand the dynamics of the prey-predator interactions in ecosystems, and it is more realistic and reasonable to take into account this factor in the prey-predator system.
The qualitative results of system (6) indicate that prey-predator system (6) with foraging facilitation has richer dynamic behaviors than the Rosenzweig-MacArthur system because system (2) only undergoes the transcritical and Hopf bifurcation.
The analysis of system (6) reveals that population can be stabilized at the predator free equilibrium or the coexistence equilibrium with increasing the foraging facilitation α as the environmental capacity of prey is relatively low. How the population evolves in time depends on the initial conditions. The foraging facilitation is then beneficial for population persistence and promotes ecosystem diversity.
Cooperative predators can survive in a less favorable and less productive environment, in which sufficient preys are available and the survival is more robust for higher levels of cooperation.
The bistability of the system implies that the predator population goes extinct for low initial predator densities, which actually is the phenomenon of Allee effect in the predators (Courchamp et al. [2008]). Therefore, the foraging facilitation is a mechanism for inducing Allee effects in predators.
For low environmental capacity of prey and weak foraging facilitation, the prey population is too small to sustain the predator population even though the foraging facilitation of predators exists.
Nevertheless, the foraging facilitation can have not only positive but also negative effects for predators.
For very strong foraging facilitation, the population goes to extinction due to the excessive hunting of prey population by predator population.
The destabilization of the system appears due to the Hopf bifurcation even the homoclinic bifurcation that causes splitting of
the stable cycle, thus ending the oscillation and consequently causing the extinction of the predators. The overexploitation can therefore backfire and result in the extinction of predators because of the increased predation pressure.
It is well known that the Rosenzweig-MacArthur system demonstrates the paradox of enrichment caused by the
Hopf bifurcation (Rosenzweig, [1971]), which means that a stable oscillation bifurcates from a stable equilibrium once the environmental carrying capacity of the prey exceeds a critical value. The qualitative results of system (6) reveal that this typical phenomenon of system (2) is inherited even if the foraging facilitation is introduced.
We also can observe that the predators will go to extinct if the handing time of the predators h is too long such as h≥1.
By means of bifurcation analysis of prey-predator system (6), we have proved that hunting cooperation is not always beneficial for the predator population.
Such studies of bifurcations may give insights into the important changes of dynamical behaviors of the system caused by small perturbation of parameters. The results of bifurcations provide some thresholds to control the qualitative properties of the prey-predator system.
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Acknowledgments
The author is grateful to the associate editor and reviewers for their valuable comments and suggestions that have significantly improved the presentation and quality of the manuscript.
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