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Unified Notation + Core Equations Page

Unified Notation + Core Equations Page

TDH Submission Package (Papers I–III) — Global Equation System Eq. (1)–(58)
Unicode only. No underscore-style symbols. ORS floor parameter is α.

0. Reading map (how the three papers use the shared system)

Paper I (Core + CRS/ORS + completed CRS trajectory): Eq. (1)–(11)
Paper II (Eₙ homeostasis + CLAH + ORS extinction with α-floor): Eq. (12)–(20)
Paper III (Estimation + inference + diagnostics + extensions): Eq. (21)–(58)

A. Shared conceptual architecture (one sentence)

TDH separates: candidate generation → coherence-gated evolvability filter → observed outcomes (selection acts downstream of the filter).

B. Shared notation (copy-ready)

Indices and time

t: generational time (continuous unless stated; discrete updates use t, t+1)
k ∈ {1,…,K}: active transposon family index
n ∈ {1,2,…}: environmental envelope index, ordered by increasing demand

Coherence variables

qₖ(t) ∈ [0,1]: coherence of active family k at time t
q(t) ∈ [0,1]: aggregate Active Transposon Family Coherence
q*: coherence threshold for constructive throughput
g(q): thresholded constructive gate (usable constructive throughput)
h(q): incoherence penalty

Structure variables (CRS/ORS)

CRS: bounded + persistent reproductive network (not reducible to inbreeding; distinct from assortative reproduction)
ORS: persistently open, higher-turnover reproductive network
C(t) ∈ [0,1]: reproductive closure (boundedness + within-boundary reproduction; optionally persistence-adjusted)
τ(t) ≥ 0: turnover (rewiring/replacement disrupting persistence)

Graph objects used to define closure/turnover

Eᵢ(t): within-boundary reproductive edges (internal edges)
Eᶜ(t): boundary-crossing reproductive edges (cross-boundary edges)
Vₜ: set of reproducing nodes at generation t
Eₜ: set of reproductive edges at generation t

ORS floor parameter

α ∈ (0,q*): low positive coherence floor approached under persistent ORS

Homeostasis and envelopes

Eₙ: n-th environmental envelope (nested perturbation class)
dₙ ∈ (0,1]: demand associated with Eₙ, with d₁ ≤ d₂ ≤ d₃ ≤ …
mₙ(q): homeostatic margin under Eₙ
qₙ†: critical coherence required for envelope Eₙ
n_max(q): largest maintainable envelope index
β > 0: sharpness parameter for probabilistic homeostasis bridge

Extinction hazard and survival

λₑₓₜ(t): extinction hazard
λ₀ ≥ 0: baseline hazard
λ₁ > 0: coherence-sensitive hazard scaling
wₙ ≥ 0: envelope weights
[x]₊ = max{x,0}
S(T): survival probability over horizon T

Estimation, measurement, and inference objects

N: number of sampled individuals (for estimation)
sₖ(i,j,t) ∈ [0,1]: similarity score for individuals i and j in family k at time t
q̂ₖ(t), q̂(t): estimators of qₖ(t), q(t)
ε(t): dynamic noise/residual
xₖ,ₘ(t): m-th observed indicator for family k at time t
aₖ,ₘ, bₖ,ₘ: measurement coefficients
ηₖ,ₘ(t): measurement noise
yₙ(t) ∈ {0,1}: observed success (1) or failure (0) of maintenance under envelope Eₙ at time t
θ: parameter collection for likelihood-based inference

Demography (your preferred symbols)

Nₘ(t): male population count at time t
N𝒻(t): female population count at time t
Nₑ(t): effective population size (sex-ratio adjusted)

Divergence extension (optional)

A, B: population labels
D_AB(t) ∈ [0,1]: structured divergence between populations A and B
M_AB(t) ∈ [0,1]: cross-boundary mixing between A and B
E_AA(t), E_BB(t): within-population reproductive edges in A and B
E_AB(t): cross-boundary reproductive edges between A and B
κ > 0: divergence accumulation rate
χ > 0: mixing homogenization rate
D*: breakaway/speciation threshold (operational)
Q_AB(t): closure-weighted coherence driver for divergence

C. Core equations (verbatim, global numbering)

C1. Coherence and the gate

q(t) = (1/K) Σₖ₌₁ᴷ qₖ(t). (1)
g(q) = 0, for q < q*
g(q) = (q − q*)/(1 − q*), for q ≥ q*. (2)
h(q) = 1 − q. (3)
dq/dt = ρC(t)(1 − q) − [μ + ντ(t)](q − α). (4)

C2. Structure operationalization and CRS formation

C(t) = Eᵢ(t) / [Eᵢ(t) + Eᶜ(t)]. (5)
τ(t) = 1 − |Vₜ ∩ Vₜ₊₁| / |Vₜ ∪ Vₜ₊₁|. (6)
C(t) = C∞(1 − e^(−λt)). (7)
τ(t) = τ∞ + (τ₀ − τ∞)e^(−δt). (8)
ρC(t_c)(1 − q(t_c)) = [μ + ντ(t_c)](q(t_c) − α). (9)
q̄_C = [ρC∞ + (μ + ντ∞)α] / [ρC∞ + μ + ντ∞]. (10)
q̄_O = [ρCₒ + (μ + ντₒ)α] / [ρCₒ + μ + ντₒ]. (11)

C3. Eₙ homeostasis and CLAH

mₙ(q) = g(q) − dₙ. (12)
qₙ† = q* + (1 − q*)dₙ. (13)
n_max(q) = max{n : dₙ ≤ g(q)}. (14)
Pₙ(maintain | q) = 1 / [1 + exp(−βmₙ(q))]. (15)
lim(q→1) Pₙ(maintain | q) = 1. (16)

C4. ORS extinction with α-floor

λₑₓₜ(t) = λ₀ + λ₁ Σₙ wₙ[dₙ − g(q(t))]₊. (17)
S(T) = exp[−∫₀ᵀ λₑₓₜ(u) du]. (18)
λₑₓₜ(t) → λ₀ + λ₁ Σₙ wₙdₙ as q(t) → α < q*. (19)
S(T) → 0 as T → ∞ (under recurring nontrivial demands). (20)

C5. Estimation and discrete-time fitting

q̂ₖ(t) = [1 / N(N − 1)] Σᵢ₌₁ᴺ Σⱼ₌₁ᴺ,ⱼ≠ᵢ sₖ(i,j,t). (21)
q̂(t) = (1/K) Σₖ₌₁ᴷ q̂ₖ(t). (22)
q̂(t + 1) − q̂(t) = ρC(t)[1 − q̂(t)] − [μ + ντ(t)][q̂(t) − α] + ε(t). (23)

C6. Activity-weighting and family diagnostics

ωₖ(t) = Aₖ(t) / Σⱼ₌₁ᴷ Aⱼ(t), with Σₖ₌₁ᴷ ωₖ(t) = 1. (24)
q_w(t) = Σₖ₌₁ᴷ ωₖ(t)qₖ(t). (25)
q̂_w(t) = Σₖ₌₁ᴷ ω̂ₖ(t)q̂ₖ(t). (26)
σ_q²(t) = (1/K) Σₖ₌₁ᴷ [qₖ(t) − q(t)]². (27)
K_eff(t) = 1 / Σₖ₌₁ᴷ ωₖ(t)². (28)
dqₖ/dt = ρₖC(t)(1 − qₖ) − [μₖ + νₖτ(t)](qₖ − αₖ) + ξₖ(t). (29)
dq/dt = (1/K) Σₖ₌₁ᴷ dqₖ/dt. (30)

C7. Persistence-adjusted structure and turnover decomposition

C̃(t) = ηC(t) + (1 − η)[1 − τ(t)], with η ∈ [0,1]. (31)
P(t) = |Eₜ ∩ Eₜ₊₁| / |Eₜ ∪ Eₜ₊₁|. (32)
Ĉ(t) = C(t)P(t). (33)
τ_V(t) = 1 − |Vₜ ∩ Vₜ₊₁| / |Vₜ ∪ Vₜ₊₁|. (34)
τ_E(t) = 1 − |Eₜ ∩ Eₜ₊₁| / |Eₜ ∪ Eₜ₊₁|. (35)
τ(t) = γ_Vτ_V(t) + γ_Eτ_E(t), with γ_V ≥ 0, γ_E ≥ 0, γ_V + γ_E = 1. (36)
O(t) = 1 − C(t). (37)

C8. Threshold times, deficits, hazard summaries, and timescales

t* = inf{t ≥ 0 : q(t) ≥ q*}. (38)
tₙ† = inf{t ≥ 0 : q(t) ≥ qₙ†}. (39)
n̂(t) = max{n : dₙ ≤ g(q(t))}. (40)
Δ_E(t) = Σₙ wₙ[dₙ − g(q(t))]₊. (41)
Δ̄_E(T) = (1/T)∫₀ᵀ Δ_E(u) du. (42)
λ̄ₑₓₜ(T) = (1/T)∫₀ᵀ λₑₓₜ(u) du. (43)
S(T) = exp[−Tλ̄ₑₓₜ(T)]. (44)
λ∞ = λ₀ + λ₁ Σₙ wₙdₙ. (45)
T₁/₂ = (ln 2) / λ∞. (46)
E[T_surv] = 1 / λ∞. (47)

C9. Latent measurement and likelihood

xₖ,ₘ(t) = aₖ,ₘ + bₖ,ₘqₖ(t) + ηₖ,ₘ(t). (48)
yₙ(t) ∼ Bernoulli(Pₙ(maintain | q(t))). (49)
ℓ(θ) = Σₜ Σₙ { yₙ(t) ln Pₙ(maintain | q(t)) + [1 − yₙ(t)] ln[1 − Pₙ(maintain | q(t))] }. (50)

C10. Demography and structure adjustment

Nₑ(t) = [4Nₘ(t)N𝒻(t)] / [Nₘ(t) + N𝒻(t)]. (51)
Var(ε(t)) = σ² / Nₑ(t). (52)
C(t + 1) − C(t) = κ_C [C_target − C(t)], with κ_C ∈ (0,1]. (53)

C11. Divergence extension (optional)

D_AB(t + 1) − D_AB(t) = κ[1 − D_AB(t)]Q_AB(t) − χM_AB(t)D_AB(t). (54)
Q_AB(t) = [C_A(t)q_A(t) + C_B(t)q_B(t)] / 2. (55)
M_AB(t) = E_AB(t) / [E_AA(t) + E_BB(t) + E_AB(t)]. (56)
D̄_AB = κQ̄_AB / [κQ̄_AB + χM̄_AB]. (57)
D̄_AB > D*. (58)
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