1. Introduction
Throughout time, human beings have been plagued by various epidemic diseases, such as plague [
1], cholera [
2], influenza [
3], etc. In the process of human struggle against epidemic diseases, medical personnel have developed vaccines against various viruses and proposed many epidemic prevention measures. In addition, mathematicians have also made important contributions in curbing the spread of diseases. The time from the outbreak of the epidemic disease to its control, the number of people in contact with the disease who need to be quarantined, and the number of infected people at a certain time during the development of the epidemic disease can be more or less determined from the perspective of mathematical models. In 1927, Kermack and Mckendrick analyzed the number of patients with plague and the survival days of patients and finally put forward a landmark model in mathematical epidemiology: the SIR model [
4]. Up to now, the vast majority of studies analyzing infectious diseases from a mathematical perspective have worked in the shadow of this model. In 2005, Zhang et al. proposed a compartmental model that modeled the SARS control strategies implemented by the Chinese government after the middle of April 2003 [
5]. In 2011, Yang et al. used methods such as grey prediction and cellular automata to study the mathematical model of H1N1 influenza [
6]. In the research and prediction of the COVID-19 epidemic, many scholars used the infectious disease dynamics model as a basic research tool and proposed various improvement methods to enrich the classical infectious disease dynamics model, enabling it to more objectively describe the actual situation of epidemic transmission and making more reasonable predictions about the development trend of the epidemic. Many effective suggestions have been provided for prevention, control, and governance [
7,
8,
9].
In recent years, research on dynamical systems has undergone qualitative changes. Dynamical systems are an interdisciplinary field that can be applied not only to the study of epidemic diseases, but also to many other fields, such as predator–prey models [
10] and tumor models [
11]. For the research of epidemic diseases, we generally apply mathematical models to characterize their rich dynamic behavior [
12]. Some mathematical models are designed to target specific diseases [
13], but most are suitable for general studies of the laws of various epidemic diseases. Most models of epidemic disease are ordinary differential equations. However, compared to continuous models, discrete-time dynamic models are considerably more straightforward and computationally efficient. Most discrete-time epidemic models not only are simple analogies of continuous epidemic models, but also show complex dynamic behaviors that the corresponding continuous models cannot show. The discrete-time model is capable of producing extremely complicated dynamics, even in a one-dimensional instance [
14]. Many interesting and important research works can be found in [
15,
16,
17,
18,
19] and the references cited therein.
As we all know, bifurcation theory is a vital tool for understanding the behavioral characteristics of dynamic systems. In applied mathematics research, period-doubling bifurcation and Neimark–Sacker bifurcation are two important phenomena of the discrete-time dynamical model [
19,
20,
21]. The period-doubling bifurcation process is a typical path to chaos, which can be considered as a way to enter chaos from the periodic window. Neimark–Sacker bifurcation is a classic tool for studying the generation and death of small-amplitude periodic solutions of discrete dynamic systems. Liu et al. discretized a discrete-time gene regulatory network system by using the forward Euler’s method. Theoretical analysis and numerical simulations illustrate some interesting dynamical behaviors such as period-doubling bifurcation, Neimark–Sacker bifurcation, and chaos [
22]. Discrete-time dynamical models, however, frequently incorporate a large number of parameters, and the models are unavoidably affected by two or more parameters. Therefore, it is of more practical significance to study the complex behaviors of a nonlinear model on a two-dimensional parameter plane or even a higher-dimensional parameter space. Eskandari and Alidousti reported that an SIR model undergoes codimension-two bifurcations with 1:2 resonance, 1:3 resonance, and 1:4 resonance. The rich dynamics of the model on the two-parameter plane for the first iteration were discussed [
23]. Li et al. studied multiple and generic bifurcations of a discrete Hindmarsh–Rose model. Different kinds of critical cases of codimension-one and -two bifurcations are computed by the inner product method. The richer and more complex behaviors under higher iterations and the bifurcation distributions of codimension-two bifurcation points are investigated [
24]. In addition, various types of codimension-one and -two bifurcations have been investigated in [
25,
26,
27,
28,
29,
30,
31,
32,
33] and the references cited therein.
For local bifurcations of nonhyperbolic fixed points, universal bifurcation diagrams are given by the topological normal form method. Bifurcation diagrams are not entirely chaotic, and different strata of bifurcation diagrams in generic systems interact by following specific rules. This makes the bifurcation diagrams of systems arising in many different applications look similar. To this end, a system should be transformed into its topological normal forms whose highest order is the second or third order by smooth reversible changes of the coordinate and the parameter. The topological equivalent systems that have qualitatively similar or equivalent bifurcation diagrams to the original system can be obtained after these transformations [
34].
However, there are still many difficulties in studying codimension-two bifurcations due to the influence of higher-order nonlinear terms. The complex dynamics of even elementary dynamical systems cannot be clearly demonstrated by theoretical analysis. Some researchers have explored the use of computers to model the dynamics within the local parameter variation. Therefore, the numerical methods are helpful not only to validate our analytical results but also to better demonstrate and understand the dynamics of the model [
14]. In this paper, we analyze a discrete-time model with the help of various numerical tools and techniques. For example, MatcontM is a bifurcation continuation package for discrete-time dynamical systems [
35,
36,
37,
38].
Alshmmari and Khan [
39] proposed an SIR model with nonlinear incidence and nonlinear recovery rates consisting of three nonlinear differential equations as
where
,
, and
denote the numbers of susceptible, infected, and recovered individuals at time
t, respectively.
, and
represent the birth rate, the death rate due to disease, and the natural death rate of each species, respectively.
and
represent the nonlinear incidence rate and nonlinear recovery rate, respectively.
and
(
) denote the maximum and minimum per capita recovery rates, respectively.
b indicates the impact of the number of hospital beds on the transmission of infectious diseases.
k represents the intervention levels and determines the shape of the incidence rate.
Since
does not appear in the first two equations of model (
1), it is sufficient only to consider the following reduced model, which consists of the first two equations
where
, and
is the total population.
Here, we discuss the complex dynamics of a discrete-time version SIR model, which is obtained from the simplified model (
2) by adopting the forward Euler’s method and replacing
and
as follows:
where
, and
are defined in model (
1),
h is the integral step size for discretization, and
. In fact, we have discussed some dynamics of model (
3) in [
40], such as the stability of fixed points, some codimension-one bifurcations (transcritical, period-doubling, and Neimark–Sacker bifurcations) and a codimension-two bifurcation (1:2 resonance) of non-hyperbolic fixed points. In [
40], through numerical continuation by using MatcontM, we found that besides the above bifurcations, the model also has other codimension-two bifurcation phenomena, such as fold-flip bifurcation, 1:3 resonance, and 1:4 resonance. However, there is no rigorous theoretical support for these codimension-two bifurcations but only numerical continuation results in our previous work. In this paper, we give a detailed theoretical analysis of these interesting codimension-two bifurcations of model (
3) by constructing an approximate normal form when
k and
h are used as the bifurcation parameters. Some new numerical simulations of codimension-two bifurcations are also given to show that there are abundant and complex dynamical behaviors in model (
3) with the change of parameters
k and
h by using Matlab and the standard numerical software package MatcontM (the version is Matcontm5p4). In particular, we observe the local dynamics, such as local attraction basins in the neighborhood of fixed points.
The outline of this paper is as follows. Firstly, the existence and stability of the fixed points of model (
3) are given in
Section 2. Secondly, theoretical analysis of the codimension-two bifurcations (fold-flip bifurcation, 1:3 resonance, and 1:4 resonance) of model (
3) is discussed in
Section 3. Some numerical continuation and numerical simulation results for illustrating the theoretical analysis are provided in
Section 4. In particular, local attraction basin diagrams are given to demonstrate the rich dynamics in the neighborhood of the codimension-two bifurcation points. Finally, this paper ends with a brief conclusion in
Section 5.
3. Codimension-Two Bifurcation Analysis
In this section, the parameters , and b are fixed and are selected as the bifurcation parameters. In what follows, we analyze three cases of codimension-two bifurcations (fold-flip bifurcation, 1:3 resonance, and 1:4 resonance) at the endemic fixed point .
3.1. Fold-Flip Bifurcation
In this subsection, we will consider the fold-flip bifurcation in model (
3). Model (
3) has a pair of multiples, which are denoted by
and
, if
The exact solution
of (
11) is denoted by
. Therefore, model (
3) may undergo a fold-flip bifurcation at
when the bifurcation parameters
and
. Letting
,
,
, model (
3) can be transformed into the following form with Taylor expansion at the origin
where
with
in (
12),
and
in (
13), as detailed in
Appendix A.
For simplicity, let
. We construct a matrix
Under the translation
map (
12) can be written as
where
with
and
, as given in
Appendix A.
The eigenvectors of
corresponding to the eigenvalues
and
are
and
, respectively, where
and
. In addition, the eigenvectors of
corresponding to the eigenvalues
and
are
and
, respectively. According to the bifurcation condition, these four vectors
satisfy the following equalities
,
,
,
,
, and
, where
stands for the standard scalar product in
. For instance, we can select that
Then, any vector
can be uniquely represented as
. We denote
. The component of
can be calculated explicitly as follows
Under the coordinates
, the form of map (
14) can be written as
where
with
and
, as given in
Appendix A.
When
, map (
16) can be written as
where
If
according to Proposition 2.2.1 of [
41], map (
18) is smoothly equivalent to the following map near the origin
where
We define
, and
Then, from map (
16), we have
where
,
,
,
,
,
,
,
, and
C are given in
Appendix A.
If
then map (
16) is smoothly equivalent to a fold-flip bifurcation standard form near the origin
From Proposition 3.1.1 in [
41], we can obtain the following result.
Theorem 1. If h and k are chosen as two bifurcation parameters, then model (3) undergoes a fold-flip bifurcation at when the parameters vary in a sufficiently small neighborhood of near the with (19) and (22) hold. Moreover, the model (3) has the following local codimension-one bifurcation behaviors: - (I)
There is a non-degenerate fold bifurcation curve, fold: , , if ;
- (II)
There is a non-degenerate flip bifurcation curve, flip: , if ;
- (III)
There is a non-degenerate Neimark–Sacker bifurcation curve, NS: , if and .
3.2. 1:3 Resonance
In this subsection, we will consider codimension-two bifurcation with 1:3 resonance in model (
3). Model (
3) has a pair of complex conjugate multiples, which are denoted by
and
, if
The exact solution
of (
25) is denoted by
. Therefore, model (
3) may undergo a codimension-two bifurcation with 1:3 resonance at
when the bifurcation parameters
and
. Letting
and
, model (
3) can be transformed into the following form with Taylor expansion at the origin
where
with
By (
26), the Jacobian matrix of
is obtained by
We denote . There are eigenvector and adjoint eigenvector , satisfying , , where , , and .
Now, any vector
can be represented in the form
, where
, and
are the conjugates of
and
, respectively. Hence, model (
26) can be written in the complex form
where
is given in
Appendix B, and
is the complex conjugate of
. Now, what we need to study is
since the second component of (
27) is simply the complex conjugate of the first component.
Some quadratic terms can be eliminated by the following transformation
where
, and
are certain unknown functions. Using (
29) and its inverse transformation, model (
28) can be rewritten in the following form
where
is given in
Appendix B.
The coefficients in front of the
and
terms are eliminated by setting
The next step is to annihilate cubic terms by applying an invertible smooth transformation
Using (
32) and its inverse transformation, model (
31) can be rewritten in the following form
where
Hence, the coefficients in front of the
,
, and
terms are eliminated by setting
Finally, an approximating equation of (
33) should have the following form
According to Lemma 9.12 in [
34], defining
we can obtain the following theorem.
Theorem 2. If h and k are chosen as two bifurcation parameters, then model (3) undergoes a codimension-two bifurcation with 1:3 resonance at when the conditions (25) and , hold. determines the stability of the bifurcation invariant closed curve. Moreover, model (3) recognizes a few of the following complex codimension-one bifurcation curves: - (I)
There is a non-degenerate Neimark–Sacker bifurcation at the trivial fixed point of (35); - (II)
There is a saddle cycle of periodic three corresponding to the saddle fixed points of (35); - (III)
There is a homoclinic structure formed by the stable and unstable invariant manifolds of the period three cycle intersecting transversally in an exponentially narrow parameter region.
3.3. 1:4 Resonance
In this subsection, we consider codimension-two bifurcation with 1:4 resonance in model (
3). Model (
3) has a pair of complex conjugate multiples, which are denoted by
and
if
The exact solution
of model (
36) is denoted by
. Therefore, model (
3) may undergo a codimension-two bifurcation with 1:4 resonance at
when the bifurcation parameters
and
. Similar to the previous subsection, the Jacobian matrix of
is given by
We denote
. There are eigenvector
and adjoint eigenvector
, satisfying
,
,
, where
,
,
,
. Now, any vector
can be represented in the form
, where
is the conjugate of
. Hence, model (
26) can be written in the complex form
where
and
are defined as in
Appendix B with
,
,
, and
replaced by
,
,
, and
, respectively. Using (
29) and its inverse transformation, model (
37) can be rewritten in the following form
where
are given in
Appendix C.
All the quadratic terms are eliminated by setting
Using (
32) and its inverse transformation, model (
39) can be rewritten in the following form
in which
Hence, the coefficients in front of the
and
terms are eliminated by setting
Finally, an approximating equation of (
40) should have the following form
According to Lemma 9.14 in [
34], defining
if
, letting
we can obtain the following theorem.
Theorem 3. If h and k are chosen as two bifurcation parameters, then model (3) undergoes a codimension-two bifurcation with 1:4 resonance at when the conditions (36) and , , and hold. 5. Conclusions
In this paper, we discussed codimension-two bifurcations of a simplified discrete-time SIR model with nonlinear incidence and recovery rates. From the perspective of infectious disease, the incidence and recovery rates are two important measurement indicators to detect the pathogenesis of infectious diseases and to prevent and control the speed of the spread of diseases. They are also important indicators reflecting the progress of national medical science and technology. We simplified system (
1) to explore the impact of the intervention levels
k and integral step size
h on the dynamic behavior of the number of susceptible and infected individuals in the simplified discrete-time SIR model with nonlinear incidence and recovery rates. The results indicate that the codimension-two bifurcations of the discrete-time model can generate interesting and complex dynamic behaviors, such as chaos, which means that seemingly random irregular movements can occur in deterministic systems. However, in continuous systems, at least third-order differential equation systems can exhibit chaotic phenomena, such as the Lorentz system, whereas chaos can be demonstrated in low-order discrete-time systems. Hence, studying discrete-time systems can help us better explore some complex dynamics hidden in the continuous system.
Two approaches are used to localize the codimension-two bifurcation points. One is to calculate the parameter conditions for the existence of bifurcation with theoretical analysis, and the other is to draw the position of these points directly by numerical continuation. Fold-flip bifurcation and 1:3 and 1:4 resonances are analyzed theoretically in detail. A large number of numerical simulations have been used to test the correctness of the theoretical results and to demonstrate the rich dynamic behaviors in model (
3). By contrasting the local attraction basins diagram at different integral step sizes of discrete-time model (
3) with that of the corresponding continuous system, we can find that the dynamic behaviors of the discrete-time model and the corresponding continuous system are consistent when the integral step size is small. However, the discrete-time model can exhibit more complex dynamic behaviors, which have not been observed in the original continuous model for larger integral step sizes. That is to say, a discrete-time model can capture hidden dynamics that are not exhibited by the corresponding continuous model.
In this paper, we only conducted some basic research on the dynamic behavior of the simplified discrete-time SIR model. However, the model with higher dimensions may show higher codimension bifurcations. In addition, many influencing factors are time-varying, and the error between the study of non-autonomous systems and the actual situation may be smaller. It is very challenging to study these bifurcations and their practical applications. We leave these cases for future consideration.