Fix the plane and the clock
Take a right-handed plane with coordinates x,y. Positive azimuth ϕ runs counterclockwise. Radius R measures distance from the centre. A star's tangential speed is vϕ; angular speed is Ω=dϕ/dt=vϕ/R. The latter has inverse-time units.
Choose a length R0 and speed v0. Time is measured in R0/v0. Our calculations set both scales to one. A dimensionless pattern speed of one therefore means v0/R0, not one revolution per unit time. A revolution contains 2π radians.
Reading: Dehnen (1999v1/2000), The Effect of the Outer Lindblad Resonance of the Galactic Bar on the Local Stellar Velocity Distribution · Sandbox Physics independent galactic-bar scientific reader v1
A material line winds up
Let two circular stars begin at the same angle, at radii R0 and 2R0. After 2πR0/v0, the inner star has made one revolution and the outer star half a revolution. The original line now spans an angular difference of π.
A rigidly rotating pattern has a different rule: every part of its shape advances through the same angle in the same time. A collective gravitational disturbance can have such a pattern speed even when its members orbit at different rates. Temporary arms can also wind and change their pattern speed. We will use one constant pattern as a controlled first calculation.
Reading: Sellwood & Binney (2002), Radial mixing in galactic discs, astro-ph/0203510v2
Count encounters in the rotating frame
A frame rotating at pattern speed Ωp assigns the star angle ϕ′=ϕ−Ωpt. For a nearly circular orbit, that angle changes at Ω−Ωp. If the pattern has m equivalent arms, the star encounters an equivalent arm after a relative angle 2π/m.
For a two-fold pattern with Ωp=1, a circular star at R=0.8 has Ω=1.25. Its relative angular speed is 0.25 and its encounter time is 4π≃12.57. At R=1.2 the relative rate is −1/6; the pattern overtakes the star and the encounter time becomes 6π≃18.85.
The circular encounter time diverges at corotation. A real perturbed star there can librate: its angle relative to the pattern swings between turning points. That requires solving the orbit; a long encounter time alone does not prove capture.
A small radial kick has its own frequency
Remove the bar for this step. The flat circular-speed potential is Φ0=v02ln(R/R0). All energies here are per unit mass. Axisymmetry preserves the specific angular momentum Lz, so radial motion sees an effective potential U=Φ0+Lz2/(2R2).
At the reference circular radius Rc, the first derivative of U vanishes and Lz=Rcv0. Displace the star by a small δR. The first nonzero restoring force is the negative curvature of U times that displacement. Differentiating twice gives U′′(Rc)=2v02/Rc2.
The resulting small oscillation is called an epicycle. Its frequency κ is larger than the circular angular frequency by 2. The independent reader gives a radial kick of 10−4v0 at Rc=1.3R0 and measures κ≃1.08785658v0/R0 from successive radial maxima (apocentres).
The general epicycle formula follows from the same argument. The circular-force relation is Φ0′=RΩ2. Differentiating once gives Φ0′′=Ω2+RdΩ2/dR. The angular-momentum part of the effective potential contributes another 3Ω2 at the circular orbit. Adding them gives the expression below.
This is an angular frequency: one small radial oscillation takes 2π/κ, not 1/κ. A positive squared frequency gives a restoring oscillation in this local radial approximation. A finite bar can couple that oscillation to the azimuthal motion, which is why the reference frequencies are useful starting points for a resonance calculation.
Reading: Sellwood & Binney (2002), Radial mixing in galactic discs, astro-ph/0203510v2 · Sandbox Physics independent galactic-bar scientific reader v1
Locate the circular resonance references
A two-fold perturbation repeats at frequency 2∣Ω−Ωp∣ along a circular orbit. If that equals κ, radial kicks can recur at the same epicycle phase. The inner and outer Lindblad reference radii solve the equations below.
With R0=v0=Ωp=1, the radii are RILR=1−1/2≃0.2929, RCR=1 and ROLR=1+1/2≃1.7071. The experiment admits whole trajectories only outside R=0.5, so its inner Lindblad circle lies outside that admitted branch.
These are linear, circular-orbit references. A finite bar changes orbital frequencies and creates finite resonant regions. The circles are useful landmarks, not exact boundaries for nonlinear capture.
Reading: Dehnen (1999v1/2000), The Effect of the Outer Lindblad Resonance of the Galactic Bar on the Local Stellar Velocity Distribution · Sellwood & Binney (2002), Radial mixing in galactic discs, astro-ph/0203510v2