Concept

Critical inclination — where it appears

The tilt of about 39.23 degrees past which a distant perturber can drive a circular orbit to high eccentricity. It is arccos of the square root of three fifths, a number with no astronomy in it at all, and below it the mechanism does nothing for any perturber whatever.

Named by 5 essays across 3 fields — each of them below, with the objects they name alongside it.

An eccentricity and an inclination trading, at 65° of mutual tilt. The secular equations integrated from a nearly circular orbit (e = 0.02) inclined at 65° to a distant perturber's plane, over three oscillations. Above, the eccentricity; below, the inclination, with the constant √(1−e²)cos i drawn as the flat line it is. The eccentricity climbs to 0.8380 and the inclination falls to 39.25° at the same instant, and neither is a coincidence: the product is fixed, so one can only rise as the other falls. That floor is the same for every starting tilt — at maximum eccentricity j = √(5/3)Θ, so cos i = √(3/5) and the inclination arrives at 39.23° whether the orbit began at 50° or at 89°. The closed form for a circular start is e_max = √(1 − (5/3)cos²i₀) = 0.8380, which contains nothing about the perturber — not its mass, not its distance. Those set the clock and not the amplitude, and the period here is 4.83 Kozai times. What the figure cannot show is what happens at the top of the cycle in a real system: at e = 0.838 the pericentre is 0.1620 of the semi-major axis, where tides, general relativity or a stellar surface all intervene, and the quadrupole picture ends.

An inclination that turns into an eccentricity

A distant companion cannot change an orbit's size or its energy. It can take a circular orbit tilted past 39.23 degrees and drive it to an eccentricity near one, and back, over and over — and the companion's mass and distance set only the clock.

orbits · Kozai–Lidov
A thousandth of the field, and all of the precession. Left: the Earth's figure against a sphere of the same equatorial radius, with the flattening drawn 28× its true value. The real difference between the equatorial and polar radii is 21.4 km on 6378 — 1 part in 298 — which at this size would be 0.5 pixels and invisible, so the drawing is a schematic and the number is here instead. Right: the two components of the J₂ perturbation at the surface, each as a fraction of the monopole μ/r², both differentiated from the potential rather than quoted. The radial one strengthens the inward pull by 1.62×10⁻³ over the equator, where the extra mass is, and weakens it by 3.25×10⁻³ over the poles, vanishing at ±35.26° where P₂ does. The transverse one is zero at the equator and at both poles and peaks at ±45°, at 1.62×10⁻³ — and that is the component that does the work. It pulls an inclined orbit back towards the equatorial plane, which is a torque about the line of nodes, and a torque applied to something already turning moves it sideways rather than back. Averaged over an orbit the pair leave a, e and i untouched and turn the whole plane instead, which is why a term a thousandth of the field is the largest single perturbation on almost every satellite ever flown.

The Earth's shape, read off a satellite's node

The Earth is a thousandth of a part from being a sphere, and that thousandth turns every satellite's orbital plane. Vanguard 1 measured it in 1959 — and one retrograde inclination turns the plane at exactly the rate the Sun moves, which is a perturbation used as a design constraint rather than corrected for.

gravitation · Oblateness
The figure of eight a geosynchronous orbit draws at 5°, 15°, 30° of inclination. The ground track over one sidereal day of a circular orbit whose period is exactly a sidereal day, at inclinations of 5, 15, 30°, centred on its own mean longitude. It is not a point. The latitude swings to ±i and back twice a day, and the longitude falls behind and then runs ahead of the Earth's rotation, because the rate at which an inclined orbit gains longitude is u̇ cos i / cos²φ: slowest at the nodes, where part of the motion is north–south, and fastest at the extremes of latitude, where all of it is eastward and a degree of longitude is shorter — so the track closes as a figure of eight. Its half-width in longitude is ±0.109° at 5°, ±0.993° at 15°, ±4.117° at 30° — exactly arcsin(tan²(i/2)) — against the small-inclination form i²/4 = ±0.109°, ±0.982°, ±3.927°: quadratic in the inclination, so the eight is tall and very thin. The longitude axis is stretched 8 times relative to the latitude axis, and without that stretch every one of these curves would be drawn as a vertical line. This is why a few degrees of inclination, which a geostationary operator spends most of its propellant preventing, moves the satellite a long way north and south and almost not at all east and west.

A stationary satellite that draws a figure of eight

A satellite with a period of exactly one sidereal day returns over the same ground every day, but only an orbit in the equator with no eccentricity returns over a single point. A few degrees of tilt draw a figure of eight, a little eccentricity a swing in longitude, and the two together draw the figure the Sun draws in the sky over a year.

spaceflight · Ground tracks
A limit with a notch cut in the middle of it. The stability limit for a satellite, in units of its planet's Hill radius, against the inclination of its orbit to the planet's. The two flat stretches are the coplanar answers — 0.5 prograde and 0.7 retrograde, the difference between them being the Coriolis asymmetry that a rotating frame imposes and no potential can hold. Between them the limit is not an interpolation. Inside the shaded band, from 39.23° to 140.77°, the Sun's averaged perturbation exchanges the orbit's inclination for its eccentricity, and a satellite whose semi-major axis is comfortably inside the lobe has an apocentre that is not — so the boundary is set by a(1 + eₘₐₓ) rather than by a, and it falls to exactly half the coplanar value at ninety degrees. The band edges are cos²i = 3/5 exactly, with no fitted quantity anywhere in them, and the notch is the reason a quoted stability limit in Hill radii is a statement about a coplanar orbit and not about a satellite.

A stability limit with a notch cut in it

The two numbers usually quoted for how far out a moon may orbit are coplanar numbers. A tilted orbit is not somewhere between them: inside a band of inclination fifty-six degrees wide the Sun converts the tilt into an eccentricity, the apocentre rather than the semi-major axis has to stay inside the lobe, and the limit falls to half. The band is empty in the sky.

gravitation · Hill sphere
A ceiling the outer orbit imposes. The greatest eccentricity a cycle can drive an inner orbit to, against the mutual inclination it started at, for four ratios of the inner orbit's angular momentum to the outer one's. The bottom curve is the test-particle case and it is the familiar closed form, √(1 − (5/3)cos²i₀), reaching one at ninety degrees — recovered here by a solver that knows nothing about it, which is the check. Every other curve is lower. The reason is conservation: the cycle works by moving angular momentum out of the inner orbit, and it has nowhere to put it but the outer one. A test particle can give up all of its angular momentum because the outer orbit is infinite by comparison; an inner binary carrying 1 times as much as its companion cannot, because tilting the outer orbit by the required amount changes the mutual inclination and shuts the cycle down. At ninety degrees the ceiling falls from 1.000 to 0.866. The pericentre a mechanism can deliver is bounded by what the perturber can absorb, and the test-particle formula is an upper bound rather than a prediction.

A ceiling the outer orbit imposes

The closed form for how far a cycle can drive an eccentricity assumes the inner orbit is a test particle, so the angular momentum it gives up goes nowhere. A real inner binary of comparable mass has to be paid for: the outer orbit absorbs what the inner one loses, tilts, and changes the very inclination the cycle depends on.

orbits · Kozai–Lidov

Named alongside it

The objects these essays reach for when they reach for this one.

Kozai lidov mechanismSecular perturbationApsidal precessionEccentricityHierarchical tripleIrregular satellitesAnalemmaAngular momentumArgument of perigeeConserved quantityEquation of timeGeoid

All concepts