Mathematical Notation and Terminology

Normative mathematical notation and terminology for AffineDrift and conforming UpstreamDrift research outputs.
ImportantAuthority and Limit

State: Available normative vocabulary. The definitions below govern how AffineDrift and conforming UpstreamDrift outputs use terms and symbols. A normative definition fixes language; it does not validate a model, dataset, software result, human-mechanism interpretation, or coaching claim.

Mathematical Notation Reference

Unified notation conventions for AffineDrift documentation

This document serves as the authoritative reference for all mathematical symbols, notation conventions, and sign conventions used across Physics of Golf, Geometry of Motion, and all articles.


Table of Contents

  1. Canonical Control-Affine Terminology
  2. Coordinate Systems & Rotation
  3. Group Theory Notation
  4. Vectors & Tensors
  5. Physical Quantities
  6. Sign Conventions
  7. Symbol Overloading Reference
  8. Component Notation

Canonical Control-Affine Terminology

These definitions govern the site, textbooks, and terminology gate. A local model may use a reduced inventory only when it states the omitted terms. A counterfactual label never identifies muscle activation, biological effort, or intent by itself.

Acronym Canonical Expansion First-Use Qualifiers
ZTCF Zero-Torque Counterfactual pointwise, stitched, forward, branched, family
ZVCF Zero-Velocity Counterfactual instantaneous
DCR Drift-Control Ratio ratio
DgCR Drag-Curve Ratio ratio

Drift and Control

For a declared control-affine effective plant,

\[ \dot{x}=f_p(x)+G_p(x)u, \]

\(p\) collects declared model parameters, contact mode, prescribed motion, and any frozen impedance or strategy variables. The drift \(f_p\) is the complete autonomous evolution of that declared plant when the declared control \(u\) is zero. It therefore includes every retained state-dependent term: inertia, gravity, Coriolis and centrifugal effects, passive elasticity and damping, shaft dynamics, and compatible constraint or contact reactions. A rigid, frictionless gravity-plus-Coriolis drift is a special model, not the general definition.

The control \(u\) is the input channel explicitly removed by the counterfactual. If activation changes impedance, then the analyst must either model that change as control or declare the impedance frozen in \(p\); it must not silently move between drift and control. Exogenous disturbances that are not zeroed belong in a separately declared disturbance channel rather than being called control.

ZTCF Construction Family

The Zero-Torque Counterfactual (ZTCF) family sets the declared applied generalized-control channel to zero while preserving the declared effective plant. The family has four distinct constructions:

  1. A pointwise ZTCF sample evaluates \(f_p(x(t))\) at one achieved state.
  2. A stitched pointwise ZTCF trace collects pointwise samples along achieved states; it is not a dynamically integrated trajectory.
  3. A forward ZTCF trajectory integrates \(\dot{x}=f_p(x)\) from one declared initial state.
  4. A branched ZTCF trajectory is a forward trajectory initialized at an achieved state and compared with the achieved future.

The construction must be qualified on first use. ZTCF does not mean “no muscle,” “no EMG,” or “flaccid body.” It means zero value in the declared applied-control channel under the stated frozen-plant assumptions.

Instantaneous ZVCF

For second-order dynamics

\[ M(q)\ddot q+h(q,\dot q,z;p)=B(q)u, \]

the instantaneous Zero-Velocity Counterfactual (ZVCF) acceleration is

\[ a_{\mathrm{ZVCF}}(q,z;p) =-M(q)^{-1}h(q,0,z_0;p), \qquad u=0. \]

All generalized velocities and declared velocity-like internal states are zeroed; configuration, contact mode, non-velocity internal state, and frozen parameters are held fixed. The ZVCF is an instantaneous acceleration, not a state or a releasable trajectory. It includes retained configuration-dependent autonomous loads and excludes both velocity-dependent terms and the direct control contribution. A generalized-force image may be reported as a ZVCF generalized-force representation, but that representation is not the ZVCF itself.

DCR and DgCR

The Drift-Control Ratio (DCR) compares drift acceleration with the maximum available control acceleration in the same declared space:

\[ \operatorname{DCR}_{W,\mathcal U}(x) =\frac{\lVert W a_d(x)\rVert_2} {\sup_{u\in\mathcal U(x)}\lVert W B_a(x)u\rVert_2+\varepsilon}. \]

\(a_d\) and \(B_a u\) are the drift and control blocks in one acceleration or task-projected space; \(W\) supplies the declared scaling or metric; \(\mathcal U(x)\) is the admissible control set; and \(\varepsilon\) is a reported regularizer. A full-state norm that mixes position and velocity units is not a DCR. A ratio using the realized input rather than bounded authority must be called a realized drift-to-input ratio, not DCR.

The aerodynamic Drag-Curve Ratio (DgCR) remains \((1-\mathrm{COR})/(1+\mathrm{COR})\) and must never use the bare DCR acronym.


Coordinate Systems & Rotation

SO(3) vs so(3)

Notation Meaning Context Example
SO(3) Special Orthogonal Group (Lie Group) Rotation matrices, group elements \(R \in SO(3)\)
so(3) Lie algebra of SO(3) Skew-symmetric matrices, infinitesimal rotations \([\omega]_\times \in so(3)\)
R Rotation matrix 3×3 orthogonal matrix \(\mathbf{R} = \begin{pmatrix} r_{11} & r_{12} & r_{13} \\ r_{21} & r_{22} & r_{23} \\ r_{31} & r_{32} & r_{33} \end{pmatrix}\)
[·]_× Skew-symmetric matrix operator Cross-product matrix form \([\mathbf{v}]_\times = \begin{pmatrix} 0 & -v_3 & v_2 \\ v_3 & 0 & -v_1 \\ -v_2 & v_1 & 0 \end{pmatrix}\)

Quaternions

Notation Meaning Convention
q Unit quaternion Hamilton convention (default)
q = (w, x, y, z) Quaternion components Scalar-first format
\(\lVert q \rVert = 1\) Unit quaternion constraint Normalized quaternion
q^{-1} = q^* Quaternion inverse Conjugate of unit quaternion

Hamilton vs JPL Conventions:

  • Hamilton (default): q = (w, x, y, z), quaternion multiplication q₁q₂
  • JPL (aerospace): q = (x, y, z, w), quaternion multiplication q₁ ⊗ q₂
  • Current project: Hamilton convention throughout unless otherwise noted

Euler Angles

Notation Meaning Convention
φ (phi) Roll angle Rotation about X-axis (first)
θ (theta) Pitch angle Rotation about Y-axis (second)
ψ (psi) Yaw angle Rotation about Z-axis (third)
Intrinsic Rotations about moving axes Default for body-fixed frames
Extrinsic Rotations about fixed axes For inertial frame rotations
Z-Y-X order Rotation sequence Most common in golf mechanics

Order Convention: Z-Y-X (Yaw-Pitch-Roll)

  • Applied in extrinsic (fixed-frame) order
  • Equivalent to intrinsic X-Y-Z on moving frame
  • \(R(\psi, \theta, \phi) = R_Z(\psi) R_Y(\theta) R_X(\phi)\)

Group Theory Notation

Adjoint Representations

Notation Meaning Definition
Ad Adjoint map \(\text{Ad}_g(v) = g v g^{-1}\)
ad Adjoint representation (Lie algebra) \(\text{ad}_v(u) = [v, u]\)
[·,·] Lie bracket Commutator for matrices: \([A,B] = AB - BA\)

Screw/Twist Notation

Notation Meaning Type Components
ξ Screw/twist element 6-D vector \(\xi = (\omega_x, \omega_y, \omega_z, v_x, v_y, v_z)^T\)
[ξ]_× Screw matrix form 4×4 matrix \([\xi]_\times = \begin{pmatrix} [\omega]_\times & v \\ 0 & 0 \end{pmatrix}\)
V Spatial velocity 6-D twist Linear + angular velocity
F Spatial force 6-D wrench Torque + linear force

Vectors & Tensors

Vector Notation

Notation Meaning Example
v or Vector (bold or bar) Velocity: \(\mathbf{v}\) or \(\bar{v}\)
v_i or [v]_i Component notation \(v_1, v_2, v_3\) for (x, y, z)
\(\lVert v \rVert\) Magnitude/norm \(\lVert\mathbf{v}\rVert = \sqrt{v_1^2 + v_2^2 + v_3^2}\)
v^T or v^† Transpose/conjugate Row vector form
u · v Dot product \(u_1v_1 + u_2v_2 + u_3v_3\)
u × v Cross product \(\begin{pmatrix} u_2v_3 - u_3v_2 \\ u_3v_1 - u_1v_3 \\ u_1v_2 - u_2v_1 \end{pmatrix}\)

Tensor Notation

Notation Meaning Rank
I Identity tensor/matrix 2 (3×3)
ω or Ω Angular velocity tensor 2 (skew-symmetric)
I_body Inertia tensor 2 (symmetric)
ε_{ijk} Levi-Civita symbol 3 (pseudotensor)
δ_{ij} Kronecker delta 2 (identity indicator)

Physical Quantities

Kinematics

Symbol Quantity Units Sign Convention
r, x Position meters (m) Distance from origin
v Velocity m/s Direction of motion
a Acceleration m/s² Direction of force
ω Angular velocity rad/s Right-hand rule
α Angular acceleration rad/s² Right-hand rule
θ Angle radians (rad) Counterclockwise positive

Dynamics

Symbol Quantity Units Notes
m Mass kilograms (kg) Always positive
F Force newtons (N) Vector quantity
τ Torque N⋅m Vector quantity, right-hand rule
I Moment of inertia kg⋅m² Tensor, always positive-definite
p Linear momentum kg⋅m/s = mv
L Angular momentum kg⋅m²/s = I ω

Golf-Specific Quantities

Symbol Quantity Definition Units
CoG Center of gravity Center of mass m (relative to reference)
COR Coefficient of restitution (v_out - v_contact) / (v_in - v_contact) Dimensionless, 0-1
DCR Drift-Control Ratio \(\lVert W a_d(x)\rVert_2 /(\sup_{u\in\mathcal U(x)}\lVert W B_a(x)u\rVert_2+\varepsilon)\); see the canonical definition above Dimensionless
DgCR Drag–curve ratio (aerodynamic) (1 - COR) / (1 + COR) Dimensionless, 0-1
e Coefficient of restitution Same as COR Dimensionless
v_0 Ball velocity (impact) Velocity immediately after impact m/s
α Launch angle Angle above horizontal degrees (°) or radians
β Spin rate Revolutions per minute (RPM) or rad/s RPM or rad/s

Acronym note (DCR): The bare acronym DCR is reserved site-wide for the Drift–Control Ratio, the load-bearing controllability quantity defined in Controllability & the Drift-Control Ratio. The aerodynamic drag–curve ratio (formerly also abbreviated “DCR”) is written DgCR to avoid the collision.

DgCR (Drag–curve ratio) Sign Convention: Always positive

  • DgCR = (1 - COR) / (1 + COR)
  • COR = 0 (perfectly inelastic) → DgCR = 1
  • COR = 1 (perfectly elastic) → DgCR = 0

Sign Conventions

Cross Product (Right-Hand Rule)

Convention: Right-hand rule for all cross products

  • Curl fingers of right hand in direction of first vector
  • Extend thumb in direction of second vector
  • Result points in direction of thumb

Example: Torque = r × F

  • r: Position vector from origin to force application point
  • F: Force vector
  • τ: Torque (points along axis of rotation by right-hand rule)

Angular Velocity

Convention: Right-hand rule for axis of rotation

  • Thumb points in direction of ω
  • Fingers curl in direction of rotation
  • Positive angular velocity = counterclockwise when viewed from tip of ω vector

Sign in Equations:

  • Clockwise (viewed from above): ω < 0
  • Counterclockwise (viewed from above): ω > 0

Quaternion Convention

Hamilton Convention (default):

  • q = (w, x, y, z) = scalar-first
  • Unit quaternion: w² + x² + y² + z² = 1
  • Rotation: v’ = q v q⁻¹ (sandwich product)

Euler Angle Rotation

Convention: Extrinsic Z-Y-X (Yaw-Pitch-Roll)

  • First: Rotate ψ about fixed Z-axis (yaw/heading)
  • Second: Rotate θ about fixed Y-axis (pitch)
  • Third: Rotate φ about fixed X-axis (roll)

Matrix multiplication (right-to-left): \[R = R_Z(\psi) R_Y(\theta) R_X(\phi)\]

Coordinate Frame Conventions

Axis Direction Notation
X Forward/Longitudinal Roll axis
Y Lateral/Side Pitch axis
Z Vertical/Up Yaw axis
Right-handed z = x × y Standard convention

Frame Types:

  • Inertial frame: Fixed in space, non-rotating
  • Body frame: Fixed to moving object, rotates with it
  • Local frame: Centered at local point of interest

Symbol Overloading Reference

Some symbols are used for multiple meanings depending on context. Use surrounding context to disambiguate.

f, G, g, and u (Control-Affine Dynamics)

Symbol Meaning Type Rule
\(f(x)\) Complete autonomous drift of the declared effective plant State vector field State and declared frozen parameters only; no direct \(u\) contribution
\(G(x)\) Input map Matrix or collection of control vector fields Uppercase \(G\) throughout control-affine equations
\(g(q)\) Gravity generalized-force vector Generalized force Lowercase \(g\) is reserved for gravity in mechanics equations
\(u\) Declared control input Input vector State its physical level, admissible set, and what the counterfactual zeros

Disambiguation rule: Do not use lowercase \(g(x)\) for the input map. Do not use uppercase \(G(q)\) for gravity. When a source convention must be quoted, identify it as source notation and translate immediately to the canonical symbols.

F (Force, Frame, Frequency)

Context Meaning Units Example
Dynamics chapter Force vector N (newtons) F = ma
Coordinate systems Reference frame (none) “In frame F, the velocity is…”
Signal processing Frequency Hz (hertz) F = ω/(2π)
Trajectory Frequency domain Hz Fourier transform

Disambiguation rule: Check chapter/section context. Dynamics chapters use F for force. Coordinate chapters use F for frames. Signal articles use F for frequency.

R (Rotation, Resistance, Radius)

Context Meaning Type Example
Rotation matrices Rotation matrix SO(3) element R ∈ SO(3)
Electrical Resistance Scalar R = V/I
Geometry Radius Length r = 0.5 m
Drag force Aerodynamic resistance Force R_drag = ½ ρ A C_d v²

Disambiguation rule: Matrices use bold R. Scalars use italic R.

m (Mass, Meter)

Context Meaning Type Example
Physics Mass Scalar m = 0.046 kg
Units Meter (SI length) Unit x = 2 m

Disambiguation rule: Usually clear from context. Mass in equations. Meters in dimension statements.

ω (Angular velocity, Frequency)

Context Meaning Units Type
Rotation Angular velocity rad/s Vector ω
Oscillation Angular frequency rad/s Scalar ω = 2πf
Signals Angular frequency rad/s ω = 2πf where f in Hz

Disambiguation rule: Rotation chapters use bold vector ω. Signal/oscillation chapters use scalar ω.

v (Velocity, Volt)

Context Meaning Units Type
Kinematics Velocity m/s Vector v
Electrical Voltage V (volts) Scalar v

Disambiguation rule: Bold v = velocity. Plain v = voltage (context dependent).


Component Notation

Index Notation (Einstein Convention)

Notation Meaning Example
v_i i-th component v₁, v₂, v₃ for x, y, z
v_i u_i Summation (repeated index) = v₁u₁ + v₂u₂ + v₃u₃ (dot product)
v_i w_i Implicit sum over i Matrix/tensor contraction
A_ij v_j Matrix-vector product = Σ_j A_ij v_j
ε_ijk v_i w_j Cross product via Levi-Civita (v × w)_k = ε_ijk v_i w_j
δ_ij Kronecker delta (1 if i=j, 0 else) I = δ_ij (identity matrix)
ε_ijk Levi-Civita symbol ±1 or 0 depending on i,j,k order

Matrix Component Notation

Notation Meaning Dimension
A Matrix (bold capital) m × n
A_ij Element in row i, column j Single value
A_·j j-th column Column vector
A_i· i-th row Row vector
A^T or A’ Transpose Swap rows/columns
A^{-1} Inverse If A is square and invertible
det(A) Determinant Single value
tr(A) Trace Sum of diagonal elements

Glossary by Symbol

Quick lookup table for symbols used in the project:

Lowercase Greek

Symbol Name Uses Context
α alpha Roll angle, angular acceleration Kinematics, Euler angles
β beta Spin rate, side-slip angle Golf, aerodynamics
γ gamma Shear rate, gyration tensor Dynamics, materials
δ delta Kronecker delta, variation Tensor notation, calculus
ε epsilon Strain, Levi-Civita symbol Materials, tensor
ζ zeta Damping ratio, vorticity Dynamics, fluids
η eta Viscosity, efficiency Fluids, energy
θ theta Pitch angle, generic angle Euler angles, geometry
ι iota (rarely used)
κ kappa Curvature, torsion Differential geometry
λ lambda Eigenvalue, Lagrange multiplier Linear algebra, optimization
μ mu Friction coefficient, mean Materials, statistics
ν nu Poisson’s ratio, frequency Materials, waves
ξ xi Screw/twist, damping ratio Mechanics, dynamics
ο omicron (rarely used)
π pi 3.14159…, projection Constants, geometry
ρ rho Density, radius Materials, coordinates
σ sigma Stress, standard deviation Materials, statistics
τ tau Torque, shear stress, time Dynamics, materials, time
υ upsilon (rarely used)
φ phi Roll angle, phase angle Euler angles, signals
χ chi (rarely used)
ψ psi Yaw angle, potential Euler angles, physics
ω omega Angular velocity, frequency Rotation, signals

Uppercase Greek

Symbol Name Uses
Γ Gamma Surface tension, Christoffel symbols
Δ Delta Change/difference operator
Θ Theta Moment of inertia tensor, potential
Λ Lambda Eigenvalue matrix, cosmological constant
Ξ Xi (rarely used in project)
Π Pi Product operator, Poincaré map
Σ Sigma Summation operator, covariance
Φ Phi Potential energy, flux
Ψ Psi Wave function, potential
Ω Omega Solid angle, frequency, domain

References & Authoritative Sources

For external validation:

Project-specific:

  • Physics of Golf (Chapters 1-31) — Foundational reference
  • Geometry of Motion (Volumes 0-1) — Advanced mechanics
  • Articles on screw theory, Euler angles, quaternions

How to Update This Document

  1. New notation discovered: Add to relevant section with meaning, units, and context
  2. Ambiguity found: Add to Symbol Overloading Reference
  3. Sign convention clarified: Update Sign Conventions
  4. New chapter published: Review for consistency with NOTATION.md

Maintenance: Review quarterly or when new content published. Update links in chapter preambles when notation changes.


Examples: Using This Reference

Example 1: Quaternion Rotation

“The rotation of point v by quaternion q is: v’ = q v q⁻¹”

From NOTATION.md:

  • q = (w, x, y, z) [Quaternions section] — Hamilton convention
  • v = vector [Vectors section]
  • q⁻¹ = q* [Quaternions section] — inverse of unit quaternion

Example 2: Torque Equation

“Torque τ = r × F follows the right-hand rule”

From NOTATION.md:

Example 3: Euler Angle Convention

“Rotate by Euler angles (ψ, θ, φ) in Z-Y-X order”

From NOTATION.md:

  • ψ (psi) = yaw [Euler Angles section]
  • θ (theta) = pitch [Euler Angles section]
  • φ (phi) = roll [Euler Angles section]
  • Z-Y-X = extrinsic rotation order [Euler Angle Rotation section]
  • R = R_Z(ψ) R_Y(θ) R_X(φ) [Matrix form]

Last Updated: April 2026
Version: 1.0
Maintained By: AffineDrift Documentation Team
Status: Authoritative Reference ✓