Astronomy & Celestial Mechanics
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Kozai–Lidov — the series

2 essays on one idea, from the one that introduces it to the one that assumes the rest.
  1. 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.

    part 1 · orbits
  2. Relativity switches the cycle off, halving its reach at a ratio of 0.80. The greatest eccentricity a Kozai–Lidov cycle reaches, against the strength of the orbit's own relativistic pericentre precession, measured in units of the cycle's own precession rate at zero eccentricity. The horizontal axis is logarithmic and spans three decades. At the left the relativistic term is negligible and the cycle reaches 0.838, which is the closed-form value for a start at 65 degrees and is what the integration is checked against. At the right it is gone. The mechanism depends on the pericentre staying put while the outer body pulls on the same side of the orbit for a whole cycle, and the relativistic precession is a competing rotation of that same pericentre; when it is faster, the pull averages away. The threshold sits near one by construction and the transition is sharp rather than gradual, with the reach halved at 0.80. What makes it matter is where the relativistic term is largest: it grows as the pericentre falls, so it strengthens exactly as the cycle drives the orbit inward, and it therefore sets a floor on the pericentre distance that this mechanism can deliver a body to.

    The precession that switches the cycle off

    A distant companion can trade an orbit's inclination for its eccentricity, over and over, and drive a pericentre almost onto the central body. General relativity's own precession competes with the mechanism for the same pericentre, and when it wins the cycle stops — sharply, at a ratio of one, which puts a floor on how close anything can be delivered.

    part 2 · orbits

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