Neimark-Sacker point
At a Neimark-Sacker (NS) bifurcation of a periodic orbit $\gamma$ (with period $T$) for parameter value $p_0$ for the Cauchy problem
\[\frac{du}{dt}=F(u,p),\tag{E}\]
the eigenvalues (Floquet coefficients) of the monodromy operator $\mathcal M=Y(T)$ solution to
\[\frac{dY}{dt}=A(t)Y(t), Y(0)=I_n\]
contain the eigenvalues $e^{\pm i \theta}$ with $\theta$ and
\[e^{i q \theta}-1 \neq 0, \quad q=1,2,3,4 \text { (no strong resonances). }\]
There are two ways to compute the normal form of this bifurcation
- using the Poincaré return map [Kuznetsov]
- using the method of [Iooss], see also [Kuz2]
You can obtain the normal form of a NS bifurcation using
pd = get_normal_form(br, ind; prm = false)
where prm
indicates whether you want to use the method based on Poincaré return map (PRM) or the one based on Iooss method.
Normal form based on Poincaré return map
Given a transversal section $\Sigma$ to $\gamma$ at $\gamma(0)$, the Poincaré return map $\mathcal P$ associates to each point $x\in\Sigma$ close to $\gamma(0)$ the first point $\mathcal P(x,p)\in\Sigma$ where the orbit of (E) with initial condition $x$ intersects again $\Sigma$ at $\mathcal P(x,p)$. Hence, the discrete map $x_{n+1}=\mathcal P(x_n,p)$ has normal form
\[z_{n+1} = z_ne^{i\theta}(1+d|z_n|^2)\]
where[Kuz2]
\[d=\frac{1}{2} e^{-i \theta}\left\langle v^*, \mathcal{C}(v, v, \bar{v})+2 \mathcal{B}\left(v,\left(I_{n-1}-\mathcal{A}\right)^{-1} \mathcal{B}(v, \bar{v})\right)+\mathcal{B}\left(\bar{v},\left(e^{2 i \theta} I_{n-1}-\mathcal{A}\right)^{-1} \mathcal{B}(v, v)\right)\right\rangle\]
where $\mathcal C=d^3\mathcal P(\gamma(0))$, $\mathcal B = d^2\mathcal P(\gamma(0))$ and $\mathcal A = d\mathcal P(\gamma(0))$. Also:
\[\mathcal{A} v=e^{i \theta} v, \mathcal{A}^{\mathrm{T}} v^*=e^{-i \theta} v^*, \text { and }\left\langle v^*, v\right\rangle=1\]
Normal form based on Iooss method
This is based on [Iooss],[Kuz2]. Suppose that the $T$ periodic orbit $\gamma(\tau)$ has a Neimark-Sacker bifurcation for a parameter value $p_0$. We also assume that there are no strong resonances. Locally, the orbits can be represented by
\[x(\tau) = \gamma(\tau)+Q_0(\tau)\xi+\Phi(\tau, \xi)\]
where
\[\left\{\begin{aligned} \frac{d \tau}{d t} & =1+a|\xi|^2+\cdots \\ \frac{d \xi}{d t} & =\frac{i \theta}{T} \xi+d \xi|\xi|^2+\cdots \end{aligned}\right.\]
with center manifold correction $\Phi(\tau, \xi)$ being $T$ periodic in $\tau$ and $Q_0(\tau)$ is the Floquet operator.