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. 2020 Jun 21;139:110024. doi: 10.1016/j.chaos.2020.110024

An age-structured model for coupling within-host and between-host dynamics in environmentally-driven infectious diseases

Jingjing Lu a, Zhidong Teng a,⁎, Yingke Li b
PMCID: PMC7306010  PMID: 32834590

Abstract

In this paper, an age-structured epidemic model for coupling within-host and between-host dynamics in environmentally-driven infectious diseases is investigated. The model is described by a mixed system of ordinary and partial differential equations which is constituted by the within-host virus infectious fast time ordinary system and the between-host disease transmission slow time age-structured system. The isolated fast system has been investigated in previous literatures, and the main results are introduced. For the isolated slow system, the basic reproduction number Rb0, the positivity and ultimate boundedness of solutions are obtained, the existence of equilibria, the local stability of equilibria, and the global stability of disease-free equilibrium are established. We see that when Rb0 ≤ 1 the system only has the disease-free equilibrium which is globally asymptotically stable, and when Rb0 > 1 the system has a unique endemic equilibrium which is local asymptotically stable. With regard to the coupled slow system, the basic reproduction number Rb, the positivity and boundedness of solutions and the existence of equilibria are firstly obtained. Particularly, the coupled slow system can exist two positive equilibria when Rb < 1 and a unique endemic equilibrium when Rb > 1. When Rb < 1 the disease-free equilibrium is local asymptotically stable, and when Rb > 1 and an additional condition is satisfied the unique endemic equilibrium is local asymptotically stable. When there exist two positive equilibria, under an additional condition the local asymptotic stability of a positive equilibrium and the instability of other positive equilibrium also are established. The numerical examples show that the additional condition may be removed. The research shows that the coupled slow age-structured system has more complex dynamical behavior than the corresponding isolated slow system.

Keywords: Age-structured, Fast time system, Slow time system, Coupling system, Basic reproduction number, Stability

1. Introduction

There are many viral infectious diseases in the world, such as viral influenza, Japanese encephalitis, measles, infant paralysis, viral hepatitis, rabies, AIDS, Ebola, SARS, Novel coronavirus pneumonia caused by 2019-nCov, and so on. These diseases not only damage the health and happiness of individuals and families, but also have a great impact on society and the country. Hence, further research in virus area appears to be very critical and necessary, which present leading treatments and control measures for diseases.

The previous researches have done a lot on the virus model, and obtained some good results. See, for example, Feng et al. [1], [2], Cen et al. [3], Feng et al. [4], Wen et al. [5], Mideo et al. [6], Coombs et al. [7], Gilchrist and Coombs [8], Korobeinikov [9], Hattaf et al. [10], Gilchrist and Sasaki [11], Tian and Liu [12], Wang et al. [13], O’Malley [14], Fenichel [15] and the references cited therein. There are also many stochastic environment models in the last 2–3 years, we just list [17], [18], [19]. Some compartmental models [1], [2], [3], [4], [5] have been established to better understand coupled within-host and between-host infectious diseases through environment compartment. These articles show that couple the disease dynamics at two levels can generate new insights. In [3], [4], the authors proposed a coupled cell pathogen model and epidemic model. At the cellular level, within-host dynamics takes the usual form of cell-virus or cell-parasite interactions, at the population level consists of an SI system for the host and environmental pollution concentration E. By studying, the authors draw a new conclusion that the sharp threshold condition of classical epidemiological model threshold imposed by R 0 no longer holds. The model in [1] is the extension of the models in [3], [4] by including a disease-induced death rate for the hosts. Furthermore, according to Gilchrist and Coombs [8], the authors studied the evolution of virulence. Particularly, based on the assumptions about the dependence of between-host variables, they illustrated the possible occurrence of a conflict between natural selection at the individual and population levels. Similarly, the model in [1] still have multiple attractors when reproduction number R 0 < 1 due to a backward bifurcation.

It’s not hard to find models [1], [2], [3], [4], [5], [6], [7], [8], [9], [10], [11], [12], [13], [14], [15] are based on the assumption that individuals in each class are homogeneous. For example, infected individuals have the same infectivity and by-product mortality during their period of infection. This assumption is reasonable when modeling infectious diseases such as influenza and sexually transmitted diseases. However, infectivity experiments on HIV/AIDS epidemic recognized the importance of variable infectivity in the transmission dynamics of infectious diseases in [16]. Furthermore, researchers proposed stage-structured models described by ordinary differential equations (ODEs). To be more realistic and reasonable, we introduce continuous infection age, which also increased the difficulty of research. In recent years, many papers have studied age-structured model, we just list [20], [21], [22], [23], [24], [25], [26], [27], [28], [29], [30], [31], [32].

So far, works on coupled within-host and between-host dynamics with infection age are very rare. In [29], the authors proposed an infection-age structured HIV-1 model linking within-host and between-host by introducing viral load-dependent transmission rate and different transmission rates at different ages of infection are discussed. This makes us want to extend the model in [1] by introducing age-dependent mortality due to infection at the population level. There are two time scales in our model, one is the dynamic evolution time in the host s, the other is the dynamic evolution time between the hosts t. Usually, the dynamic time at the cellular level is much faster than that at the population level. That is to say, s is a faster time variable, t is a slower time variable (see [1], [2], [3], [4], [5]). The concepts of fast time and slow time were introduced in [31] early. Our main purpose of this paper is to explore the potential effect of within-host dynamics on the between-host transmission dynamics in environmentally-driven infectious diseases.

We construct the following nested model with two time scales and infection age:

{dTds=Λc−kVT−mT,dT*ds=kVT−(m+d)T*,dVds=g(E(t))+pT*−cV. (1)
{dSdt=Λh−βES−μS,∂i(t,a)∂t+∂i(t,a)∂a=−(μ+α(a))i(t,a),dEdt=θIV(s)(1−E)−γE,i(t,0)=βES,I=∫0∞i(t,a)da. (2)

where S=S(t) represents the number of susceptible at time t ; i(t, a)represents the density of infectious individuals with age of infection a at time t; E=E(t) represents the level of environment contamination at time t (0 ≤ E(t) ≤ 1); T=T(s), T*=T*(s) and V=V(s) denote the densities of healthy cells and infected cells, and the parasite load related to the degree of environment contamination at time s, respectively. The parameters in systems (1) and (2) have the following meanings: Λc is the recruitment rate of cells which free from infection, k is the infection rate of cells, m represents the natural mortality of infected cells, d denotes the infection-induced mortality rate of infected cells, p is the parasite production rate by an infected cell, c is the clearance rate of parasites within-host, Λh is the recruitment rate of hosts, β is the infection rate of hosts in a contaminative environment, μ denotes the natural death rate of hosts, α(a) is the disease-induced mortality of hosts at age a, γ is the clearance rate of virus in environment. As we know, the level of environmental pollution can be related to the number of infected individuals and the within-host virus concentrations with the form θIV. Meanwhile, the virus-contaminated environment generates an increase on within-host virus concentrations is given by g(E).

The article is arranged as follows. In Section 2, we introduce some main results of the isolated fast system (3). In Section 3, the isolated slow system (6) is discussed. The basic reproduction number R b0 and some criteria on the positivity, boundedness, existence and local asymptotic stability of equilibria are stated and proved. Furthermore, we obtain global asymptotic stability of disease-free equilibrium. In Section 4, the coupled slow system (25) is discussed. We obtain basic reproduction number Rb, positivity and boundedness of solutions, and the existence of equilibria. Particularly, it is show that the number of equilibria depends on the magnitude of basic reproduction number and the sign of HM, and the system can have two positive equilibria when Rb < 1. The local asymptotic stability of equilibria stated and proved under the certain conditions and the instability of other positive equilibrium also is established. In Section 5, the numerical examples are presented to illustrate the main conclusions obtained in Section 4. Finally, in Section 6, we give a conclusion.

2. Analysis of isolated fast system

In fast time system (1), we assume that the environmental virus concentration E(t) is a constant E and 0 ≤ E ≤ 1, where E=0 means there is no virus in the environment, E > 0 represents there has virus in the environment, and E=1 indicates that the virus in the environment reaches its maximum. Thus, fast time system (1) becomes into an isolated within-host virus infection system

{dTds=Λc−kVT−mT,dT*ds=kVT−(m+d)T*,dVds=g(E)+pT*−cV. (3)

We introduce the following assumption for function g(E).

(H 1) g(0)=0, g(E) ≥ 0, g′(E) > 0 and g″(E) ≤ 0.

From the biological background of system (3), we assume that any solution (T(s), T*(s), V(s)) of system (3) satisfies the following initial conditions

T(0)>0,T*(0)>0,V(0)>0. (4)

The fast time system (3) has been investigated in [1], [2], [3], [4], and in [5] for a discrete analog of system (3). The complete dynamical properties of system (3) have been established. Here, we summarize these results in the following.

Firstly, with regard to the positivity and boundedness of the solutions and the existence of equilibria for system (3) we have the following results.

Lemma 1

The solution (T(s), T*(s), V(s)) of system (3) with initial conditions (4) is positive for all s ≥ 0 and ultimately bounded. Furthermore, lim sups→∞(T(s)+T*(s))≤Λcm, lim sups→∞V(s)≤gm+pΛcmc, where g=max0≤E≤1{g(E)} .

The within-host reproduction number is defined as follows Rw=kpT0c(m+d), where T0=Λcm. We rewrite Rw=k·1c·pm+d·T0. Here we see that k indicates the probability that the virus will come into contact with healthy cells in the host and infect them, 1c is the survival time of the virus, pm+d represents the amount of virus released by within-host infected cells during their survival period, T 0 is the number of healthy cells at the beginning of the infection. Therefore, Rw represents the number of cases in which an infected cell infects healthy cells in their survival time at the early stages of infection.

Lemma 2

LetE=0,then system(3)always has infection-free equilibriumU0=(T0,0,0),and when Rw > 1, system (3) has a unique infectious equilibrium U1=(T1,T1*,V1), where T1=c(m+d)kp,T1*=cmpk(Rw−1),V1=pmT0c(m+d)(1−1Rw).

Lemma 3

Let E > 0, then system (3) always has a unique positive equilibrium U2=(T˜(E),T˜*(E),V˜(E)), where

T˜(E)=12(u−u2−4v),T˜*(E)=mm+d(T0−T˜(E)),V˜(E)=1c[g(E)+mpm+d(T0−T˜(E))],u=g(E)(m+d)pm+T0(1+1Rw),v=T02Rw. (5)

Furthermore, limE→0+U2(T˜(E),T˜*(E),V˜(E))={U0(T0,0,0),ifRw≤1,U1(T1,T1*,V1),ifRw>1.

On the global asymptotic stability of the infection-free equilibrium and infectious equilibrium of system (3), the following theorems are established.

Theorem 1

LetE=0in system(3).

(a) If Rw ≤ 1, then infection-free equilibrium U 0 is globally asymptotically stable.

(b) If Rw > 1, then infectious equilibrium U 1 is globally asymptotically stable.

Theorem 1 shows that when there is no toxin in the environment, viral infection in the host depends on the basic reproductive number Rw. When Rw ≤ 1, the within-host virus will eventually be eliminated, thus infected cells will eventually be cleared. When Rw > 1, viral infection in the host will continue, the virus will eventually stabilize at a positive balance V 1, and meanwhile the healthy cells and infected cells eventually stabilize at the positive equilibrium level T 1 and T1*.

Theorem 2

Let E > 0 in system (3) , then infectious equilibrium U 2 is globally asymptotically stable.

Theorem 2 indicates that when there is always virus in the environment and the environmental virus directly affects the virus infection in the host, it will directly increase the amount of virus in the host, then the virus infection always exists in the host. Meanwhile, healthy cells, infected cells and the virus eventually stabilize at a positive equilibrium (T˜(E),T˜*(E),V˜(E)) in the host which related to the environment contamination level E.

Moreover, Lemma 3 shows that as the virus in the environment is gradually cleared, that is, E → 0, the amount of virus and infected cells in the host will be gradually removed when the basic reproduction number Rw ≤ 1; when Rw > 1, even if the virus in the environment is gradually removed, the virus and the infected cells in the host will eventually still stabilize at a positive balance V 1 and T1*. So as time goes on, the virus in the host will be excreted by the host and enter the environment after a period of time, thereby increasing the amount of virus in the environment. When the amount of virus in the environment reaches a certain level, it will infect other healthy hosts in the environment, so that the virus begins to spread among the population (that is, between the hosts). Then, infectious disease is prevail among hosts caused by the virus and it’s epidemic regular pattern expressed by the age-structured SIE model (2).

3. Analysis of isolated slow system

We consider that the virus in the environment does not affect the virus infection in the host, that is, we have g(E) ≡ 0 in the fast time system (1). When the basic reproduction number Rw ≤ 1, the amount of virus in the infected person will eventually be cleared and the disease caused by the virus will eventually be eliminated without an epidemic. Therefore, in the following discussion, we always assume the basic reproduction number Rw > 1. It is obvious that the dynamics of the fast system of virus infection in the host is much faster than that of the slow system of disease transmission between the hosts, so that we can assume that the state of the fast system has reached its limit equilibrium state without further changes in the state of the slow system. Namely, when Rw > 1, we have (T(s),T*(s),V(s))≡(T1,T1*,V1). We emphasize that this equilibrium state V 1 doesn’t depend on the amount of virus in the environment E. Furthermore, we assume that the amount of virus excreted into the environment by the infected person is θIV1(1−E). Thus, system (3) becomes into an isolated between-host disease transmission system

{dSdt=Λh−βES−μS,∂i(t,a)∂t+∂i(t,a)∂a=−(μ+α(a))i(t,a),dEdt=θIV1(1−E)−γE,i(t,0)=βES,I=∫0∞i(t,a)da. (6)

We introduce the following assumptions.

(H 2) Function α(a) is nonnegative and Lipschitz continuous for all a ≥ 0 with Lipschitz constants Mα, and belongs to L+1(0,∞) with essential upper bound α¯.

(H 3) There is a maximum age of infection a¯>0, such that ∫a¯∞i(t,a)da=0.

3.1. Positivity and boundedness

We take the phase space of system (6) by X=R+1×L+1(0,∞)×R+1 with the norm ∥(x1,x2,x3)∥X=|x1|+∫0∞|x2(a)|da+|x3| for any (x1,x2,x3)∈X. From the biological background of system (6), we assume that the initial value for any solution of system (6) is defined by X0:=(S(0),i0(·),E(0))∈X satisfying the following conditions

S(0)>0,i0(·)≥0,0≤E(0)≤1. (7)

It follows from the standard theory of differential equation, we can obtain that system (6) has a unique solution Φ(t,X0)=(S(t),i(t,·),E(t)) satisfying the initial condition Φ(0,X0)=X0.

On the positivity and ultimate boundedness of solutions for system (6), we have the following results.

Lemma 4

The solution Φ(t, X 0) of system (6) with initial value (7) is nonnegative for all t > 0 and ultimately bounded. Particularly, we have limsupt→∞(S(t)+∫0∞i(t,a)da)≤Λhμ and 0 ≤ E(t) ≤ 1 for all t ≥ 0.

Proof

The nonnegativity of solutions can be proved by using the similar method given [23], and we hence omit the proof. Now, we prove the ultimate boundedness of solutions. Let N(t)=S(t)+∫0∞i(t,a)da, then dN(t)dt=dSdt+∫0∞∂i(t,a)∂tda=Λh−βES−μS−∫0∞∂i(t,a)∂ada−∫0∞(μ+α(a))i(t,a)da=Λh−μS−∫0∞(μ+α(a))i(t,a)da≤Λh−μN(t). Therefore, we have lim supt→∞N(t)≤Λhμ. Particularly, when N(0)≤Λhμ we also have N(t)≤Λhμ for all t ≥ 0.

Now, we prove 0 ≤ E(t) ≤ 1 for all t ≥ 0. In fact, we only need to show that E(t) ≤ 1 is established. If not, then there exists t 1 > 0 satisfying E(t1)=1 and E(t) ≤ 1 for all t ∈ [0, t 1). Thus, E′(t 1) ≥ 0. From the third equation of system (6), we have E′(t1)=θI(t1)V1(1−E(t1))−γE(t1)=−γ<0, where I(t1)=∫0∞i(t1,a)da. This leads to a contradiction. Hence, 0 ≤ E(t) ≤ 1 for all t ≥ 0. This shows that Φ(t, X 0) is ultimately bounded. This completes the proof. □

Remark 1

From Lemma 4 we can further obtain that any solution Φ(t, X 0) of system (6) is defined for all t > 0. Therefore, the continuous semi-flow Φ:R+×X→X defined by system (6) takes the following form

Φ(t,X0)=(S(t),i(t,·),E(t)),t≥0,X0∈X. (8)

3.2. Equilibrium and basic reproduction number

Clearly, system (6) always has a disease-free equilibrium W0=(S0,0,0), where S0=Λhμ. We define the between-host reproduction number as follows Rb0=βθV1S0∫0∞π(a)daγ, where π(a)=e−∫0a(μ+α(s))ds is the probability for an individual becomes an infected person after a period of time a. We rewrite Rb0=β·1γ·θV1∫0∞π(a)da·S0. Here we see that β represents the probability for the virus in the environment contacts the healthy person and makes them infected, 1γ is the survival time of the virus in the environment, θV1∫0∞π(a)da is the amount of an infected person discharging virus into the environment and S 0 is the number of healthy people in the environment at the beginning of the epidemic. Therefore, R b0 indicates the number of infected cases in which an infected person infects susceptible in their survival time at the early stages of infection.

If system (6) has an endemic equilibrium W1(S¯,i¯(a),E¯), then it must satisfy the following equations:

{Λh−βS¯E¯−μS¯=0,di¯(a)da=−(μ+α(a))i¯(a),θ∫0∞i¯(a)daV1(1−E¯)−γE¯=0,i¯(0)=βE¯S¯. (9)

It follows from the first equation of (9) that

S¯=μS0−i¯(0)μ. (10)

Integrating the second equation of (9) from 0 to a one can get i¯(a)=i¯(0)π(a). We obtain from the third equation of (9) that

E¯=θV1∫0∞i¯(a)daθV1∫0∞i¯(a))da+γ,0<E¯<1. (11)

On substituting (10) and (11) into the fourth equation of (9), we have

βθV1(μS0−i¯(0))∫0∞π(a)daμ(θV1i¯(0)∫0∞π(a)da+γ)=1. (12)

Therefore, i¯(0)=βθV1μS0∫0∞π(a)da−μγβθV1∫0∞π(a)da+μθV1∫0∞π(a)da<μS0. From (10) we can get S¯>0. Furthermore, i¯(0)=μγ(Rb0−1)(μ+β)θV1∫0∞π(a)da. Hence, if R b0 > 1, then system (6) has a endemic equilibrium W1(S¯,i¯(a),E¯), where S¯=S0−γ(Rb0−1)(μ+β)θV1∫0∞π(a)da,i¯(a)=μγ(Rb0−1)(μ+β)θV1∫0∞π(a)daπ(a), E¯=θV1μγ(Rb0−1)θV1μγ(Rb0−1)+(μ+β)θV1γ.

Lemma 5

If Rb0 ≤ 1, system (6) has only a disease-free equilibrium W 0 ; if R b0 > 1, besides W 0, system (6) has a unique endemic equilibrium W 1 .

3.3. Stability of the disease-free equilibrium

We first consider the local stability of disease free equilibrium W 0(S 0, 0, 0). Linearizing system (6) at equilibrium W 0 we have

{dx1(t)dt=−μx1(t)−βS0z1(t),∂y1(t,a)∂t+∂y1(t,a)∂a=−(μ+α(a))y1(t,a),dz1(t)dt=−γz1(t)+θV1∫0∞y1(t,a)da,y1(t,0)=βS0z1(t). (13)

Let x1(t)=x11eλt, y1(t,a)=y11(a)eλt, z1(t)=z11eλt, we obtain the following eigenvalue problem:

{(λ+μ)x11=−βS0z11,dy11(a)da=−(λ+μ+α(a))y11(a),(λ+γ)z11=θV1∫0∞y11(a)da,y11(0)=βS0z11 (14)

Integrating the second equation of (14) from 0 to a we can obtain

y11(a)=y11(0)e−∫0a(λ+μ+α(s))ds. (15)

It follows from the fourth equation of (14) that

z11=y11(0)βS0. (16)

Substituting (15) and (16) into the third equation of (14) yields (λ+γ)y11(0)βS0=θV1y11(0)∫0∞e−∫0a(λ+μ+α(s))dsda. If y11(0)=0, we can get z11=0, since the eigenvector is not 0, hence x 11 ≠ 0 and λ=−μ is a negative real root; if y 11(0) ≠ 0, reducing y 11(0) at both ends of the equation gives characteristic equation of system (13) at W 0

βS0θV1∫0∞e−∫0a(λ+μ+α(s))dsdaλ+γ=1. (17)

Let us denote the left hand of (17) by f(λ). Obviously, f(0)=βS0θV1∫0∞e−∫0a(μ+α(s))dsdaγ=Rb0,limλ→∞f(λ)=0,f′(λ)<0. Therefore, f(λ) is a decreasing function. If R b0 > 1, due to the continuity and differentiability of f(λ), there has a unique positive root. Accordingly, equilibrium W 0 is unstable when R b0 > 1.

We now claim that if R b0 < 1, equilibrium W 0 is locally asymptotically stable. If not, Eq. (17) has at least one root λ1=a1+ib1 satisfying a 1 ≥ 0 thus f(λ1)=1. In this case, one has |f(λ1)|≤βS0θV1∫0∞e−∫0a(a1+μ+α(s))dsdaa1+γ=f(a1)<f(0)=1. This produces a contradiction. Hence, if R b0 < 1, all roots of characteristic equation has negative real parts. Accordingly, equilibrium W 0 is locally asymptotically stable if R b0 < 1. Therefore, we get the following conclusion.

Theorem 3

For system(6), if Rb0 < 1, then disease-free equilibrium W 0 is locally asymptotically stable; if R b0 > 1, then W 0 is unstable.

Now, we give a result on the global asymptotic stability of disease-free equilibrium W 0 of system (6).

Theorem 4

For system(6), if Rb0 ≤ 1, then disease-free equilibrium W 0 is globally asymptotically stable.

The proof of Theorem 4 is given in Appendix A.

3.4. Stability of the endemic equilibrium

We are now in a position to study the local stability of endemic equilibrium W1(S¯,i¯(a),E¯) of system (6). Linearizing system (6) at endemic equilibrium W 1 we have

{dx2(t)dt=−(μ+βE¯)x2(t)−βS¯z2(t),∂y2(t,a)∂t+∂y2(t,a)∂a=−(μ+α(a))y2(t,a),dz2(t)dt=θV1(1−E¯)∫0∞y2(t,a)da−(θV1∫0∞i¯(a)da+γ)z2(t),y2(t,0)=βE¯x2(t)+βS¯z2(t). (18)

Let x2(t)=x21eλt, y2(t,a)=y21(a)eλt, z1(t)=z21eλt, we obtain the following eigenvalue problem:

{(λ+μ+βE¯)x21=−βS¯z21,dy21(a)da=−(λ+μ+α(a))y21(a),(λ+θV1∫0∞i¯(a)da+γ)z21=θV1(1−E¯)∫0∞y21(a)da,y21(0)=βE¯x21+βS¯z21. (19)

If λ=−μ−βE¯ or λ=−θV1∫0∞i¯(a)da−γ, then λ is a root which has negative real part, if λ≠−θV1∫0∞i¯(a)da−γ and λ≠−μ−βE¯, then y 21(0) ≠ 0. It follows from the first equation of (19) that

x21=−βS¯z21λ+μ+βE¯. (20)

Integrating the second equation of (19) from 0 to a we can obtain

y21(a)=y21(0)e−∫0a(λ+μ+α(s))ds. (21)

From the third equation of (19) one can get

z21=θV1(1−E¯)∫0∞y21(a)daλ+θV1∫0∞i¯(a)da+γ. (22)

substituting (20) and (22) into the fourth of (19) and combined with (21), we obtain the characteristic equation of system (6) at equilibrium W 1 of the form

f1(λ)=1, (23)

where

f1(λ)=βS¯(λ+μ)θV1∫0∞e−∫0a(λ+μ+α(s))dsda(λ+μ+βE¯)(λ+γ+θV1i¯(0)∫0∞π(a)da). (24)

We claim that all roots of Eq. (23) have negative real parts. Otherwise, Eq. (23) has at least one root λ2=a2+ib2 satisfying a 2 ≥ 0. In this case, we have |f1(λ2)|<βθV1(μS0−i¯(0))∫0∞π(a)daμ(θV1∫0∞π(a)da+γ)=1. This produces a contradiction. Hence, all roots of the characteristic Eq. (23) have nonnegative real parts when R b0 > 1. That is, equilibrium W 1 is locally asymptotically if R b0 > 1. In conclusion, we have the following result.

Theorem 5

For system(6), then endemic equilibrium W1is locally asymptotically stable when Rb0 > 1 .

Remark 2

When R b0 > 1, whether endemic equilibrium W 1 of system (6) also is globally asymptotically stable still is an important open problem.

Remark 3

From the discussions in this section, we see that the isolated slow system (6) has the well dynamical properties. Here, we establish the almost complete conclusions. That is, when R b0 ≤ 1 the disease-free equilibrium is globally asymptotically stable, and when R b0 > 1 the endemic equilibrium W 1 is locally asymptotically stable. But, unfortunately, we do not get the global asymptotic stability of W 1 when R b0 > 1.

From Theorems 3–6 we can obtain that the transmission and prevalence of diseases caused by virus infection of isolated between-host slow system is completely determined by the basic reproduction number R b0. When R b0 ≤ 1, even if viral infection continues in the host, but the epidemic eventually dies out among the hosts; when R b0 > 1, infectious diseases will spread and prevail between the hosts, and eventually become an endemic disease.

4. The analysis for coupled slow system

When the virus in the environment has an effect on the virus infection in the host, we assume that this effect causes the amount of virus in the host to increase, and use the function g(E) to express this increase. In this way, the dynamic change of the virus in the host will satisfy the equation dVdt=g(E)+pT*−cV. When E > 0, due to the dynamics of the fast system of virus infection in the host is much faster than that of the slow system of disease transmission between the hosts, we can assume that the state of the fast system has reached its equilibrium state without further changes in the state of the slow system. Namely, we have (T(s),T*(s),V(s))≡(T^(E),T^*(E),V^(E)). Thus, we can let V(s)=V˜(E) in system (2), and further have the following coupled slow system:

{dSdt=Λh−βES−μS,∂i(t,a)∂t+∂i(t,a)∂a=−(μ+α(a))i(t,a),dEdt=θIV˜(E)(1−E)−γE,i(t,0)=βES,I=∫0∞i(t,a)da. (25)

In Section 2, we obtain that for any E ≥ 0 the solution (T(s), T*(s), V(s)) of isolated fast system (3) has lims→∞(T(s),T*(s),V(s))={U0(T0,0,0),ifE=0,Rw≤1;U1(T1,T1*,V1),ifE=0,Rw>1;U2(T˜(E),T˜*(E),V˜(E)),ifE>0. We denote U^(E)=(T^(E),T^*(E),V^(E))={U0(T0,0,0),ifE=0,Rw≤1;U1(T1,T1*,V1),ifE=0,Rw>1;U2(T˜(E),T˜*(E),V˜(E)),ifE>0. Particularly, we also have that V˜(E) is an increasing function of E, and

V˜(0)=limE→0V˜(E)={0,Rw≤1,m(Rw−1)k,Rw>1. (26)

Similarly to isolated slow system (6), the phase space of system (25) is taken by X=R+1×L+1(0,∞)×R+1, and the initial condition of any solution of system (25) is defined by X0:=(S(0),i0(·),E(0))∈X with S(0) > 0, i 0( · ) ≥ 0 and 0 ≤ E(0) ≤ 1. It is clear that system (25) has a unique solution Φ(t,X0)=(S(t),i(t,·),E(t)) satisfying the initial condition Φ(0,X0)=X0.

Firstly, on the positivity and boundedness of solutions for system (25), we have the following results which is similar to isolated slow system (6).

Lemma 6

The solution Φ(t, X 0) of system (25) with initial value X 0 is positive for all t > 0 and ultimately bounded. Particularly, we also have limsupt→∞(S(t)+∫0∞i(t,a)da)≤Λhμ and 0 ≤ E(t) ≤ 1 for all t ≥ 0.

We give the between-host reproduction number for system (25) when Rw > 1 as follows: Rb=βθV˜(0)S0∫0∞π(a)daγ. Rewriting Rb=β·1γ·θV˜(0)∫0∞π(a)da·S0. At this time we can see that β indicates the probability of virus in the environment contacting healthy people and causing them to be infected, 1γ is the survival time of the virus in the environment, θV˜(0)∫0∞π(a)da is the amount of virus that an infected person discharges into the environment when the amount of virus in the environment E=0 at the beginning of the infectious disease, and S 0 is the number of healthy person at the beginning of the infectious disease. Therefore, Rb represents the number of infected cases in which an infected person infects susceptible in their survival time at the early stages of infection when the virus in the environment has an impact on the within-host virus infection.

According to the expression of V˜(0), we see that Rb < 0 when Rw < 1, Rb=0 when Rw=1 and Rb > 0 when Rw > 1. Furthermore, if Rb ≥ 1 then we definitely get Rw > 1.

4.1. Existence of equilibrium

Firstly, system (25) always has a disease-free equilibrium W 0(S 0, 0, 0) with S0=Λhμ. Let W^(S^,i^(a),E^) denote a positive equilibrium of system (25). We denote Rb1=βθS0∫0∞π(a)daγ,I^=∫0∞i^(a)da. Obviously, Rb=Rb1V˜(0). Then W^(S^,i^(a),E^) must satisfy the following equations:

{Λh−βS^E^−μS^=0,di^(a)da=−(μ+α(a))i^(a),θI^V˜(E^)(1−E^)−γE^=0,i^(0)=βE^S^. (27)

It follows from the first equation of (27) that

S^=μS0βE^+μ=μS0−i^(0)μ. (28)

Integrating the second equation of (27) from 0 to a one can get

i^(a)=i^(0)π(a). (29)

It follows from the third equation of (27) that

θV˜(E^)I^−(θV˜(E^)I^+γ)E^=0,E^=θV˜(E^)I^θV˜(E^)I^+γ. (30)

Obviously, 0<E^<1. Substituting (28) and (30) into the fourth equation of (27) and combining with (29), we can obtain

βθS^V˜(E^)(1−E^)∫0∞π(a)daγ=1. (31)

We denote the functions as follows: F(E)=(1−E)V˜(E)=1−Ec[g(E)+mpm+d(T0−T˜(E))],G(E)=γ(βE+μ)θβμS0∫0∞π(a)da=βEμRb1+1Rb1. and H(E)=F(E)−G(E),HM=max0≤E≤1{H(E)}. From (28)–(30), it is clear that we can confirm the existence of positive equilibrium if one obtains the existence of E^ which satisfy the corresponding conditions. Furthermore, it is easy to observe that E^ is the possible zeros of H(E) in (0,1). Based on the reproduction number Rb, we have the following results.

Lemma 7

(i) System (25) always has a disease-free equilibrium W 0(S 0, 0, 0).

(ii) System (25) has two positive equilibria W^1(S^1,i^1(a),E^1) and W^2(S^2,i^2(a),E^2) with E^1<E^2 if and only if the following conditions holds:

(a) Rb < 1 and HM > 0;

(iii) System (25) has a unique endemic equilibrium W^3(S^3,i^3(a),E^3) if and only if one of the following conditions holds:

(b) Rb=1 and HM > 0; (c) Rb > 1;

(iv) System (25) has only disease-free equilibrium W 0(S 0, 0, 0) if and only if one of the following conditions holds:

(d) Rb=1 and HM=0 ; (e) HM < 0.

Proof

It is obvious that system (25) always has a disease-free equilibrium W 0(S 0, 0, 0). By calculating, we have H(0)=m(Rw−1)k−1Rb1=V˜(0)(1−1Rb),H(1)=−βμRb1−1Rb1<0. H′(E)=1−Ec[g′(E)−pmm+dT˜′(E)]−1c[g(E)+pmm+d(T0−T˜(E))]−βμRb1. Because we can not judge the sign of H′(E),we continue to compute H″(E) H″(E)=1−Ec[g″(E)−pmm+dT˜″(E)]−2c[g′(E)−pmm+dT˜′(E)]. Hence, H″(E)<0 for all 0 < E ≤ 1. This shows that H(E) is an upper convex function.

Assume that condition (a) holds, then owing to H(0) < 0,H(1) < 0 and HM > 0, H(E)=0 has only two positive roots. Hence, system (25) has only two positive equilibria W^1(S^1,i^1(a),E^1) and W^2(S^2,i^2(a),E^2) with E^1<E^2.

If condition (b) holds, then from H(0)=0 and HM > 0, we easily obtain that H(E)=0 has a unique positive root E3^. Hence, endemic equilibrium W^3(S3^,i^3(a),E3^) exists and is unique.

If condition (c) holds, then from H(0) > 0,H(1) < 0, we easily obtain that H(E)=0 has a unique positive root E3^. Hence, endemic equilibrium W^3(S3^,i^3(a),E3^) exists and is unique.

At last, we prove (iv). If Rb=1 then H(0)=0, this combined with HM=0 show that H(E) no zero in (0,1). If HM < 0 then we have that H(E)=0 has no root. Therefore, there is only disease-free equilibrium W 0(S 0, 0, 0). This completes the proof. □

Remark 4

Comparing Lemma 7 with foregoing Lemma 5, we see that the dynamical behavior of coupled slow system (25) is more complex than the isolated slow system.

Lemma 7 shows that due to the feedback effect of virus in the environment on the virus infection in the host, the coupled between-host disease transmission slow time system produces two positive equilibrium when the basic reproduction number Rb < 1. This will likely lead to backward bifurcation. As we all know, the occurrence of backward bifurcation will bring great uncertainty and complexity to the treatment and control of infectious diseases.

4.2. Stability of equilibrium

Theorem 6

(i) If Rb < 1, then disease-free equilibrium W 0 is locally asymptotically stable.

(ii) If Rb > 1, then W 0 is unstable.

The proof of Theorem 6 is given in Appendix B.

Theorem 6 shows that when the basic reproduction number Rb < 1, because the coupled slow system may have two positive equilibrium at this time, the infectious disease will be extinct only when the number of infected individuals is relatively small. When this number is relatively larger, the transmission dynamics of disease will be complicated in the between-host, and there may even be new disease outbreaks.

Theorem 7

If Rb < 1 and HM > 0, then positive equilibrium W^1 is unstable.

The proof of Theorem 7 is given in Appendix C.

Theorem 8

If Rb < 1, HM > 0 and γμ+βE^2≤1, then positive equilibrium W^2 is locally asymptotically stable.

The proof of Theorem 8 is given in Appendix D.

The epidemiological implication of Theorem 7 and Theorem 8 is that when basic reproduction number Rb is less than unity, a small influx of infected individuals into the community would generate large disease outbreaks. This situation has made it difficult to control the disease, prompting researchers to look for smaller between-host basic reproduction number to control the transmission of disease.

Theorem 9

If Rb > 1 and γμ+βE^3≤1, then endemic equilibrium W^3 is locally asymptotically stable.

Proof

From (40), we can obtain the characteristic equation of system (25) at equilibrium W^3 can be established as follows: f5(λ)=βS^3(λ+μ)θV˜(E^3)(1−E^3)∫0∞e−∫0a(λ+μ+α(s))dsda(λ+μ+βE^3)[λ+γQ(E^3)F(E^3)]=1. It is completely similar to the proof method of Theorem 8 (See Appendix D), we can easily get that equilibrium W^3 is locally asymptotically stable when γμ+βE^3≤1. This completes the proof. □

Theorem 9 indicates that when the coupled slow system has only one endemic equilibrium, as long as the condition γμ+βE^3≤1 is satisfied, the infectious disease will be long-term popular in the coupled slow system, and it will become into an endemic disease. The condition γμ+βE^3≤1 is a purely mathematical condition, it is only used in the mathematical argument of Theorem 9.

Remark 5

Comparing with Theorem 5 for the isolated slow system, we here have an interesting open problem. That is, whether endemic equilibrium W^3 of system (25) also is locally asymptotically stable only when Rb > 1.

Remark 6

From discussions in this section, we see that the coupled slow system (25) has the complex dynamical behaviors. Particularly, there exists the backward bifurcation. That is, when Rb < 1 and is close to 1, then system (25) has two positive equilibria W^1 and W^2, and from Theorems 7 and 8 we get that W^1 is unstable, and W^2 is locally asymptotically stable.

5. Numerical examples

In this section, we give some numerical examples to verify the theoretical results obtained in Theorems 6–9. For the convenience of numerical simulations, we take the function g(E)=wE in the following examples, where w is a positive constant.

Example 1. In systems (1) and (2), we choose the parameters Λh=10, β=0.04, μ=0.04, γ=0.015, θ=1.5×10−10, Λc=8500, k=1.5×10−6, m=0.15, d=0.15, p=900, c=50, w=4×105 and α(a)=0.0451+5exp(−0.05a).

By calculation we obtain Rb=0.7514<1. The numerical simulations given in Fig. 1 (a)−(c) show that the disease-free equilibrium W 0(S 0, 0, 0) is locally asymptotically stable for system (25), where S0=250. The initial value (S(0), i 0(a), E(0)) in Fig. 1 are chosen by (850,10exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+5,0.85), (300,10exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+15,0.35) and (900,10exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+20,0.2), respectively. Thus, the conclusion obtained in Theorem 6 is verified by the numerical example.Example 2. Here we verify Theorems 7 and 8. We will give the following two cases to show that the condition γμ+βE^2≤1 may be a purely mathematical condition, which is only used in the mathematical argument of Theorem 8.

Fig. 1.

Fig. 1

(a) Time series of S(t); (b) The age distribution of i(t, a); (c) Time series of E(t). The numerical simulations show that the solutions converge to disease free equilibrium W0(S0, 0, 0).

Case (i). We take the parameters in systems (1) and (2) Λh=4, β=0.035, μ=0.04, γ=0.015, θ=1.5×10−8, Λc=6000, k=1.5×10−6, m=0.3, d=0.15, p=955, c=60, w=4×105 and α(a)=0.0451+5exp(−0.05a).

By calculation, we obtain Rb=0.784<1, HM=1305.83>0, and system (25) has two positive equilibria W^1(S^1,i^1(a),E^1) and W^2(S^2,i^2(a),E^2), where S^1=94.54, S^2=78.98, I^1=∫0∞i^1(a)da=4.002, I^2=∫0∞i^2(a)da=15.403, E^1=0.066 and E^2=0.304. Moreover, we also have γμ+βE^2=0.2962<1. Therefore, all conditions in Theorem 8 are satisfied. The numerical simulations given in Fig. 2 (a)−(c) show that the positive equilibrium W^2(S^2,i^2(a),E^2) is locally asymptotically stable, and the positive equilibrium W^1(S^1,i^1(a),E^1) is unstable. The initial value (S(0), i 0(a), E(0)) in Fig. 2 are chosen by(100,10exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2,0.2), (50,7exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2,0.45) and (150,8exp{−0.09(a−1)}+0.7(sin(0.05(a−1))2,0.35), respectively. In addition, the diagram of function H(E) with E ∈ [0, 1] is also given in Fig. 2 (d).

Fig. 2.

Fig. 2

(a) Time series of S(t); (b) The age distribution of i(t, a); (c) Time series of E(t); (d) the diagram of function H(E) with E ∈ [0, 1]. The numerical simulations show that the solutions converge to positive equilibrium W^2(S^2,i^2(a),E^2).

Case (ii). We take the parameters in systems (1) and (2) Λh=45, β=0.039, μ=0.04, γ=0.15, θ=1.5×10−8, Λc=6000, k=1.5×10−6, m=0.3, d=0.15, p=955, c=60, w=4×105 and α(a)=0.0481+5exp(−0.05a).

By calculation, we obtain Rb=0.9682<1, HM=4508.51>0, and system (25) has two positive equilibria W^1(S^1,i^1(a),E^1) and W^2(S^2,i^2(a),E^2), where S^1=1119.92, S^2=784.16, I^1=∫0∞i^1(a)da=3.63, I^2=∫0∞i^2(a)da=246.16, E^1=0.0046 and E^2=0.4458. Moreover, we also have γμ+βE^2=2.6139>1. Therefore, Theorem 8 can not be applied. The numerical simulations given in Fig. 3 (a)−(c) show that the positive equilibrium W^2(S^2,i^2(a),E^2) is still locally asymptotically stable, and the positive equilibrium W^1(S^1,i^1(a),E^1) is unstable. The initial value (S(0), i 0(a), E(0)) in Fig. 3 are chosen by (1500,exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2,0.2), (500,exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+2,0.55) and (800,10exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+1,0.03), respectively. In addition, the diagram of function H(E) with E ∈ [0, 1] is also given in Fig. 3 (d).Example 3. Now, we verify Theorem 9. We will give the following two cases to show that the condition γμ+βE^3≤1 is a purely mathematical condition, which is only used in the mathematical argument of Theorem 9.

Fig. 3.

Fig. 3

(a) Time series of S(t); (b) The age distribution of i(t, a); (c) Time series of E(t); (d) the diagram of function H(E) with E ∈ [0, 1]. The numerical simulations show that the solutions converge to positive equilibrium W^2(S^2,i^2(a),E^2).

Case (i). The parameters are chosen in systems (1) and (2) by Λh=6, β=0.04, μ=0.04, γ=0.015, θ=7.5×10−8, Λc=8500, k=1.5×10−6, m=0.3, d=0.15, p=900, c=50, w=4×105 and α(a)=0.0451+5exp(−0.05a).

By calculation, we obtain Rb=76.976>1, and system (25) has a unique endemic equilibrium W^3(S^3,i^3(a),E^3), where S^3=76.028, I^3=∫0∞i^3(a)da=54.228 and E^3=0.973. We also have γμ+βE^3=0.1901<1. Thus, all conditions of Theorem 9 are satisfied. The numerical simulations given in Fig. 4 (a)−(c) show that the endemic equilibrium W^3(S^3,i^3(a),E^3) is locally asymptotically stable. The initial value (S(0), i 0(a), E(0)) in Fig. 4 are chosen by (500,exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2,0.99), (366,exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+3,0.85) and (50,10exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2,0.33), respectively. In addition, the diagram of function H(E) with E ∈ [0, 1] is also given in Fig. 4 (d).

Fig. 4.

Fig. 4

(a) Time series of S(t); (b) The age distribution of i(t, a); (c) Time series of E(t); (d) the diagram of function H(E) with E ∈ [0, 1]. The numerical simulations show that the solutions converge to endemic equilibrium W^3(S^3,i^3(a),E^3).

Case (ii). We choose the parameters in systems (1) and (2) with Λh=40, β=0.04, μ=0.04, γ=0.15, θ=6.5×10−8, Λc=8500, k=3.5×10−7, m=0.15, d=0.15, p=900, c=50, w=4×105 and α(a)=0.0451+5exp(−0.05a).

By calculation, we obtain Rb=25.868>1, and system (25) has a unique endemic equilibrium W^3(S^3,i^3(a),E^3), where S^3=513.68, I^3=∫0∞i^3(a)da=356.51 and E^3=0.9467. We also have γμ+βE^3=1.926>1. Therefore, Theorem 9 can not be applied. The numerical simulations given in Fig. 5 (a)−(c) show that the endemic equilibrium W^3(S^3,i^3(a),E^3) is still locally asymptotically stable. The initial value (S(0), i 0(a), E(0)) in Fig. 5 are chosen by (850,exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2,0.26), (100,exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+5,0.56) and (1500,exp{−0.09(a−1)}+0.7(sin(0.05(a−1)))2+10,0.33), respectively. In addition, the diagram of function H(E) with E ∈ [0, 1] is also given in Fig. 5 (d).

Fig. 5.

Fig. 5

(a) Time series of S(t); (b) The age distribution of i(t, a); (c) Time series of E(t); (d) the diagram of function H(E) with E ∈ [0, 1]. The numerical simulations show that the solutions converge to endemic equilibrium W^3(S^3,i^3(a),E^3).

6. Conclusion

In this paper we propose an age-structured epidemic model for coupling within-host and between-host dynamics in environmentally-driven infectious diseases. The model is described by a mixed system of ordinary and partial differential equations which is divided into a fast time system of ordinary differential equations and a slow time age-structured system by using the idea of perturbation theory.

For isolated fast system (3), The dynamical behavior has been investigated in [1–5]. We only list the main results in this paper.

For isolated slow system (6), we firstly obtain the positivity and ultimately boundedness of solutions, the basic reproduction number R b0 and the existence of equilibrium. Next, as main results, the local and global stability of equilibrium by using the linearization method and Lyapunov functions, respectively. We obtain that the disease-free equilibrium is globally asymptotically stable if R b0 ≤ 1, and the endemic equilibrium is locally asymptotically stable if R b0 > 1. However, an open problem is to establish the concrete criterion for the global stability of the endemic equilibrium.

For coupled slow system (25), we firstly obtain the existence of positive equilibrium with the help of basic reproduction number Rb and HM. Particularly, we get that system (6) can have two positive equilibria W^1(S^1,i^1(a),E^1) and W^2(S^2,i^2(a),E^2) with E^1<E^2 when Rb < 1 and HM > 0, and a unique endemic equilibrium W^3 when Rb > 1. This shows that system (6) can undergo a backward bifurcation at Rb=1. We further establish a series of criteria for the local stability of disease-free equilibrium and positive equilibrium. That is, the disease-free equilibrium is locally asymptotically stable if Rb < 1, the positive equilibrium W^1 is unstable when Rb < 1 and HM > 0, the endemic equilibrium W^2 is locally asymptotically stable if Rb < 1, HM > 0 and γμ+βE^2≤1, and the unique endemic equilibrium W^3 is locally asymptotically stable if Rb > 1 and γμ+βE^3≤1. In general, we just want the local stability of the equilibrium of system (25) to be only related to the basic reproduction number Rb. Therefore, an open problem arises whether we can obtain the local asymptotic stability of the equilibria if there is no condition γμ+βE^≤1. The numerical examples given in Section 5 show that the condition γμ+βE^≤1 may be removed. Furthermore, we also do not obtain the global asymptotic stability of the endemic equilibrium W^3, because the construction of the Lyapunov function can be very challenging.

There are some interesting and important problems which can be further investigated. In this paper we do not investigate the persistence of disease. For isolated slow system (6) and coupled slow system (25), when basic reproduction numbers R b0 > 1 and Rb > 1, whether we also can obtain the uniform persistence of disease. In addition, in view of the important role of nonlinear incidence rate in epidemic models, whether the main conclusions established in this paper also can been extended to the model with nonlinear incidence. These problems are very challenging and will be solved in the future.

Author Statement

The main idea of this paper was proposed by Zhidong Teng. Jingjing Lu prepared the manuscript initially and performed all the steps of the proofs in this research. Yingke Li performed the numerical examples. All authors read and approved the final manuscript.

Conflict of Interest

The authors declare that they have no conflict of interest.

Declaration of Competing Interest

The authors declare that they have no known competing financial interests or personal relationships that could have appeared to influence the work reported in this paper.

Acknowledgements

We are very grateful to the reviewers for their careful reading and constructive comments of our manuscript, which grately improved our paper. This research was supported by the National Natural Science Foundation of China (Grant Nos. 11771373) and the College Scientific Research Project of Xinjiang Uygur Autonomous Region, China (Grant Nos. XJEDU2018Y021).

Appendix A. Proof of Theorem 4

Proof

We denote G(x)=x−1−lnx. Define a Lyapunov function V1(t)=S0G(S(t)S0)+∫0∞F(a)i(t,a)da+qE(t), Calculating the derivative with time t, we have dV1(t)dt=(1−S0S(t))[Λh−βE(t)S(t)−μS(t)]+∫0∞F(a)∂i(t,a)∂tda+q[θVI(t)(1−E(t))−γE(t)]=(1−S0S(t))[−μ(S(t)−S0)]−βE(t)S(t)+βE(t)S0−∫0∞[F′(a)−(μ+α(a))F(a)]i(t,a)da+F(0)i(t,0)+qθVI(t)−qθVI(t)E(t)−qγE(t). Choose F(a)=βS0θV∫a∞e−∫au(μ+α(s))dsduγ,q=βS0γ. A direct calculation shows that F′(a)=−βθS0Vγ+(μ+α(a))F(a),F(0)=βS0θV∫0∞π(a)daγ=Rb0,lima→∞F(a)=0. Therefore, dV1(t)dt=−μ(S(t)−S0)S(t)+(Rb0−1)βE(t)S(t)−βS0θVγI(t)E(t). Clearly, if R b0 ≤ 1, V1′(t)≤0 holds and V1′(t)=0 implies that S(t)=S0,i(t,a)=0,E(t)=0. Hence, the largest invariant subset of V1′(t)=0 is the single W1=(S0,0,0). Therefore, the global asymptotic stability of W 1 follows from LaSalle’s invariance principle. This completes the proof. □

Appendix B. Proof of Theorem 6

Proof

Linearizing system (25) at equilibrium W 0 we have

{dx3(t)dt=−μx3(t)−βS0z3(t),∂y3(t,a)∂t+∂y3(t,a)∂a=−(μ+α(a))y3(t,a),dz3(t)dt=−γz3(t)+θV˜(0)∫0∞y3(t,a)da,y3(t,0)=βS0z3(t). (32)

Let x3(t)=x31eλt, y3(t,a)=y31(a)eλt, z3(t)=z31eλt, we obtain the following eigenvalue problem:

{(λ+μ)x31=−βS0z31,dy31(a)da=−(λ+μ+α(a))y31(a),(λ+γ)z31=θV˜(0)∫0∞y31(a)da,y31(0)=βS0z31. (33)

If λ=−γ or λ=−μ, then λ is a root which has negative real part. If λ≠−γ and λ≠−μ,then y 31(0) ≠ 0. Integrating the second equation of (33) from 0 to a we can obtain

y31(a)=y31(0)e−∫0a(λ+μ+α(s))ds. (34)

It follows from the third equation of (33) that

z31=θV˜(0)∫0∞y31(a)daλ+γ. (35)

Substituting (34) and (35) into the fourth equation of (33) yields the characteristic equation of the slow system at W 0:

f2(λ)=βθV˜(0)S0∫0∞e−∫0a(λ+μ+α(s))dsdaλ+γ=1, (36)

Obviously, f2(0)=βθV˜(0)S0∫0∞π(a)daγ=Rb,limλ→∞f2(λ)=0,f2′(λ)<0. Therefore, f 2(λ) is a decreasing function. If Rb > 1, due to the continuity and differentiability of f 2(λ), there has a unique positive root. Accordingly, equilibrium W 0 is unstable when Rb > 1. Assume that equilibrium W 0 is unstable whenRb < 1. then Eq. (36) has at least one root λ3=a3+ib3 satisfying a 3 ≥ 0 thus f2(λ3)=1. In this case, one has |f2(λ3)|≤βθV˜(0)S0∫0∞e−∫0a(a3+μ+α(s))dsda(a3+γ)=f(a3)<f(0)=Rb<1. This leads to a contradiction. Therefore, equilibrium W 0 is locally asymptotically stable when Rb < 1. This completes the proof. □

Appendix C. Proof of Theorem 7

Proof

Let W^(S^,i^(a),E^) be any positive equilibrium of system (25). Linearizing the system (25) at equilibrium W^ we have

{dx4(t)dt=−(μ+βE^)x4(t)−βS^z4(t),∂y4(t,a)∂t+∂y4(t,a)∂a=−(μ+α(a))y4(t,a),dz4(t)dt=θ∫0∞y4(t,a)daV˜(E^)(1−E^)+θI^[V˜′(E^)(1−E^)−V˜(E^)]z4(t)−γz4(t),y41(0)=βE^x4(t)+βS^z4(t). (37)

Let x4(t)=x41eλt, y4(t,a)=y41(a)eλt, z4(t)=z41eλt, we obtain the following eigenvalue problem:

{(λ+μ+βE^)x41=−βS^z41,dy41(a)da=−(λ+μ+α(a))y41(a),(λ+γ−θI^[V˜′(E^)(1−E^)−V˜(E^)])z41=θ∫0∞y41(a)daV˜(E^)(1−E^)y41(0)=βE^x41+βS^z41. (38)

Let the function Q(E)=F(E)−EF′(E). Clearly, Q′(E)=−EF″E)=−EH″(E)>0. Thus, the following equation can be founded: Q(E)>Q(0)=F(0)=m(Rw−1)k>0,0≤E≤1,γ−θI^[V˜′(E^)(1−E^)−V˜(E^)]=γF(E^)−θI^F(E^)F′(E^)F(E^)=γQ(E^)F(E^). Hence, we can rewrite the form of (38) as follows:

{(λ+μ+βE^)x41=−βS^z41,dy41(a)da=−(λ+μ+α(a))y41(a),(λ+γQ(E^)F(E^))z41=θ∫0∞y41(a)daV˜(E^)(1−E^)y41(0)=βE^x41+βS^z41. (39)

If λ=−(μ+βE^) or λ=−γQ(E^)F(E^), then λ is a root which has negative real part. If λ≠−(μ+βE^) and λ≠−γQ(E^)F(E^), then y 41(0) ≠ 0. We can get following equation from the first equation of (39) x41=−βS^z41λ+μ+βE^. Integrating the second equation of (39) from 0 to a we can obtain y41(a)=y41(0)e−∫0a(λ+μ+α(s))ds. It follows from the third equation of (39) that z41=θV˜(E^)(1−E^)∫0∞y41(a)daλ+γQ(E^)F(E^). Hence, the characteristic equation of system (25) at equilibrium W^ can be established as follows:

f3(λ)=βS^(λ+μ)θV˜(E^)(1−E^)∫0∞e−∫0a(λ+μ+α(s))dsda(λ+μ+βE^)[λ+γQ(E^)F(E^)]=1. (40)

Now, we consider equilibrium W^1(S^1,i^1(a),E^1). Based on the definition and properties of F(E), G(E) and Q(E), we have the following results: Q(E^1)=F(E^1)−E^1F′(E^1)<G(E^1)−E^1G′(E^1)=1Rb1. Hence, we have f3(0)>[βS^1θV˜(E^1)(1−E^1)∫0∞π(a)da]2γ2=1.

At present, we obtain the inequality f 3(0) > 1, according to the expression of f 3(λ), we also acquire limλ→∞f3(λ)=0. Consequently, the characteristic equation of system (25) at equilibrium W^1 at least has a unique positive part thanks to the continuity of f 3(λ). In other words, equilibrium W^1 is unstable. This completes the proof. □

Appendix D. Proof of Theorem 8

Proof

From (40), we can obtain the characteristic equation of system (25) at equilibrium W^2 can be established as follows: f4(λ)=βS^2(λ+μ)θV˜(E^2)(1−E^2)∫0∞e−∫0a(λ+μ+α(s))dsda(λ+μ+βE^2)[λ+γQ(E^2)F(E^2)]=1. Rewriting the characteristic equation with the following form: βS^2θV˜(E^2)(1−E^2)∫0∞e−∫0a(λ+μ+α(s))dsda=(λ+μ+βE^2)[λ+γQ(E^2)F(E^2)]λ+μ. Assume that equilibrium W^2 is unstable when Rb < 1, HM > 0 and γμ+βE^2≤1, then the characteristic equation has at least one root λ4=a4+ib4 satisfying a 4 ≥ 0. In this case, we introduce some notations as follows: LHS=βS^2θV˜(E^2)(1−E^2)∫0∞e−∫0a(λ+μ+α(s))dsda,RHS=(λ+μ+βE^2)[λ+γQ(E^2)F(E^2)]λ+μ. The characteristic root λ 4 is substituted into the LHS and RHS, we can get following result: LHS=βS^2θV˜(E^2)(1−E^2)∫0∞e−∫0a(μ+α(s))dse−aa4×[cos(ab4)−isin(ab4)]da.RHS=(a4+μ+βE^2+ib4)[a4+γQ(E^2)F(E^2)+ib4]a4+μ+ib4=[(a4+μ+βE^2)(a4+μ)+b42−ib4βE^2][a4+γQ(E^2)F(E^2)+ib4](a4+μ)2+b42 Thus, Re(LHS)=βS^2θV˜(E^2)(1−E^2)∫0∞e−∫0a(μ+α(s))dse−aa4cos(ab4)da≤βS^2θV˜(E^2)(1−E^2)∫0∞e−∫0a(μ+α(s))dsda. From (31), we have Re(LHS) ≤ γ. Re(RHS)=[(a4+μ+βE^2)(a4+μ)+b42][a4+γQ(E^2)F(E^2)]+βE^2b42(a4+μ)2+b42 From the definition of H(E) and E^2 is the zero of H(E), we further have F(E^2)=G(E^2)=βE^2μRb1+1Rb1=μ+βE2μRb1,1F(E^2)=μRb1μ+βE^2. From H″(E) < 0 for all 0 ≤ E ≤ 1, we get H′(E) is a strictly monotone decreasing function in [0,1]. We assume HM=H(E*), 0 < E* < 1, then 0<E*<E^2<1 and H′(E*)=0. Hence, H′(E^2)=F′(E^2)−G′(E^2)<0, namely, F′(E^2)<G′(E^2). Based on the E^2 is the zero of H(E) and H(E)=F(E)−G(E), we have F(E^2)=G(E^2). Furthermore, Q(E^2)=F(E^2)−E^2F′(E^2)>G(E^2)−E^2G′(E^2)=βE^2μRb1+1Rb1−E^2βμRb1=1Rb1. Hence, we have Q(E^2)F(E^2)>1Rb1μRb1μ+βE^2=μμ+βE^2. Re(RHS)>[(a4+μ+βE^2)(a4+μ)+b42][a4+γμμ+βE^2]+βE^2b42(a4+μ)2+b42=a4+γμμ+βE^2+βE^2(a4+μ)(a4+γμμ+βE^2)+βE^2b42(a4+μ)2+b42.

When γμ+βE^2=1, we directly have Re(RHS)>a4+μ+βE^2(a4+μ)2+βE^2b42(a4+μ)2+b42≥μ+βE^2=γ, which leads to a contradiction.

Let γμ+βE^2≠1. Define a function f(x,y)=βE^2(x+μ)(x+γμμ+βE^2)+βE^2y2(x+μ)2+y2, where (x,y)∈R+2. We now calculate the minimum fm of f(x, y) in R+2. Calculating the partial derivative of f(x, y) with respect to x and y, by deducing in detail we can obtain ∂f(x,y)∂x=βE^2μ(1−γμ+βE^2)x2+2βE^2μ2(1−γμ+βE^2)x[(x+μ)2+y2]2+βE^2μ(γμ+βE^2−1)y2+βE^2μ3(1−γμ+βE^2)[(x+μ)2+y2]2.∂f(x,y)∂y=2βE^2μ(1−γμ+βE^2)xy+2βE^2μ2(1−γμ+βE^2)y[(x+μ)2+y2]2.

We further have ∂f(x,y)∂x=0⇔(x+μ)2−y2=0,∂f(x,y)∂y=0⇔(x+μ)y=0. This shows that f(x, y) has only a stationary point (−μ,0) in R 2, and this stationary point is not in the first quadrant. Thus, the minimum of f(x, y) in R+2 is reached at the boundary ∂R+2. When γμ+βE^2<1, we easily obtain that ∂f(x,y)∂x>0 if y=0 and ∂f(x,y)∂y>0 if x=0. Hence, we have fm=f(0,0)=βE^2γμ2μ+βE^2μ2=γβE^2μ+βE^2. Furthermore, Re(RHS)>a4+γμμ+βE^2+βE^2(a4+μ)(a4+γμμ+βE^2)+βE^2b42(a4+μ)2+b42≥γμμ+βE^2+γβE^2μ+βE^2=γ is a contradiction. This completes the proof. □

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