Articles
Recepción: 18 Febrero 2021
Revisado: 24 Septiembre 2021
Publicación: 12 Febrero 2022
DOI: https://doi.org/10.15388/namc.2022.27.26296
Abstract: Mathematical modeling plays a vital role in the epidemiology of infectious diseases. Policy makers can provide the effective interventions by the relevant results of the epidemic models. In this paper, we build a fractional-order SIRS epidemic model with time delay and logistic growth, and we discuss the dynamical behavior of the model, such as the local stability of the equilibria and the existence of Hopf bifurcation around the endemic equilibrium. We present the numerical simulations to verify the theoretical analysis.
Keywords: fractional calculus, epidemic model, stability, Hopf bifurcation, delay.
1 Introduction
Mathematical models of infectious disease are widely used by many researchers. The first epidemic model was presented by Bernoulli in 1760 [2]. Epidemic models have become a valuable tool for the analysis of dynamics of infectious disease in recent years. Many deterministic or stochastic epidemic models were presented and analyzed by previous researches [10, 13, 22, 26].
In [16], the authors proposed an SIRS model as follows:

where
denote the susceptible number, the infected number and the recovered number of individuals at time
, respectively. Parameters
are nonnegative constants.
is the recruitment rate of the population,
is the disease transmission coefficient,
is the death rate of the population,
is the rate constant for recovery,
is the death rate due to the disease, and
is the rate constant for loss of immunity. Mena-Lorca and Hetheote discussed the dynamical behavior of this model.
In [8], Ranjith Kumar et al. considered an epidemic model with time delay and logistic growth of the susceptibles as follows:

where
represents the number of susceptible and infected population, respectively.
represents intrinsic birth rate constant,
represents carrying capacity of susceptible,
represents the force of infection or the rate of transmission,
represents immigration coefficient of
represents death coefficient of
is the latent period of the disease. The locally asymptotical stability of the disease-free equilibrium and endemic equilibrium of system (1) were studied. Hopf bifurcation around the endemic equilibrium was addressed.
Taking into account the latent period of the disease (time delay) and logistic growth of the susceptibles, we can present the following SIRS epidemic model:

The meanings of parameters
are same as in system (1).
is the death rate of the population,
is the death rate due to the disease,
is the rate of disease recovery.
In recent years, many scholars have proposed the idea of using fractional-order model to study infectious disease model [1, 4, 7, 15, 17, 21, 24, 25]. Fractional-order model is an extension of integer-order model, and fractional-order model has certain advantages in describing processes with memory and heritability [12, 14, 20].
In [24], the author studied a class of SIR infectious disease model with Caputo fractional-order derivative

However, the above fractional-order system does not take into account the influence of the latent period of the disease, i.e., time delay. In fact, it takes a certain time for an infected person to show symptoms from being infected, so it is of great significance to discuss the influence of time-delay factors.
Based on the above analysis, the following SIRS model with Caputo fractional-order derivative and time delay will be studied in this paper:

where
represent the number of susceptible, infected and removed persons at time
, respectively;
denotes the infection coefficient;
represents the natural mortality rate;
denotes the death rate of the disease;
is the carrying capacity of susceptible population;
is the state transition rate from the recovered to the susceptible one;
is the state transition rate from the infected to the recovered one;
denotes the latent period of the disease.
The initial value condition of model (2) is

In this paper, stability and bifurcation problems system of (2) will be studied by using the theory of fractional-order stability and delay differential equation. The remaining sections of the paper are organized as follows. Preliminaries, such as definition of fractional-order Caputo derivative and some useful lemmas, are given in Section 2. Some basic results, such as the existence and uniqueness, nonnegativity, positive invariance of the solutions for system (2), are presented in Section 3. The local asymptotic stability and bifurcation results for fractional-order epidemic model are derived in Section 4. Numerical examples are given in Section 5 to verify the obtained theoretical results. Finally, Section 6 contains conclusion.
2 Preliminaries
In this section, we present the definition of Caputo fractional-order derivative, and some useful lemmas are recalled for next analysis.
Definition 1. (See [19].) The fractional integral of order
for a function
is defined as

where
is the gamma function, 
Definition 2. (See [19].) The Caputo fractional derivative of order
for the function
is defined by

where
is a positive integer such that
.
Furthermore, when 

Lemma 1. (See [9].) Consider the following fractional-order differential system Caputo derivative:

where
. The characteristic equation of system(4)is
all of the roots of the characteristic equation have negative real parts, then the zero solution of the system is asymptotically stable.
Lemma 2. (See [5].) Consider the following fractional-order delay differential system with Caputo derivative:

were
, then the characteristic equation of system(5)is
. If all of the roots of the characteristic equation have negative real parts, then the zero solution of the system is asymptotically stable.
3 Basic results
In this section, we will discuss the existence and uniqueness of the solution for system (2). Furthermore, the solutions of system (2) with initial condition (3) are nonnegative and positively invariant.
Theorem 1. If
is the continuous function of Banach space and
in an initial condition, then system (2)has a unique solution
where 

Proof. Consider the mapping
, where

For any 



where
. Hence,
satisfies Lipschitz condition. From Lemma 5 in [11] we can obtain that system (2) has a unique solution
.
Theorem 2. The solutions of system (2)with initial condition (3)are nonnegative.
Proof. Assume that
is positively invariant. System (2) can be written in the vector form

Here
, and

. For that, we investigate the direction of the vector field
on each coordinate space and see whether the vector field points to the interior of
. From (2) we have

From Theorem 1 in [18], Lemma 6 in [3] and Eq. (6) the vector field
is interior of
. The solution of (2) with initial condition
, say
in such a way,
.
Theorem 3. The set
is positively invariant with respect to system (2).
Proof. Let
, be the solution of system (2) with initial condition (3). Set
. From system (2) we can obtain

Hence,

Obviously,
. Hence,
when 
is positively invariant with respect to system (2).
4 Analysis of stability and Hopf bifurcation
The equilibria of system (2) are the points of intersections at which 
. It is straightforward to see that for system (2), there always exists a trivial equilibrium
and a disease-free equilibrium
. The basic reproduction number is defined as the average number of secondary infections produced when one infected individual is introduced into a host population, where everyone is susceptible [23]. Now, we use next-generation matrix method in [23] to obtain the basic reproduction number
of system (2).
If
, then when
, the original system can be expressed as

Where

We can get

The next-generation matrix for model (2) is

The spectral radius
. According to Theorem 2 in [23], the basic reproduction number of system (2) is

The basic reproduction number is affected by several factors including: the disease transmission coefficient
, the carrying capacity of susceptible population
, the natural death rate of the population
, the death rate of the disease
, the state transition rate from the infected to the recovered one
.
Theorem 4. If
, system (2)has a unique endemic equilibrium
, there is no endemic equilibrium of system (2).
Proof. To obtain the endemic equilibrium
of system (2), we need to impose the right side of system (2) to be equal to 0. In other words, the equilibrium
should satisfy the following equations:

From above we can obtain

It is obvious that
, when
system (2) has a unique endemic equilibrium, and when
, there is no endemic equilibrium of system (2).
In the following, we will discuss the locally asymptotical stability of the trivial equilibrium
, the disease-free equilibrium
, the endemic equilibrium for system (2) and the existence of Hopf bifurcation around the endemic equilibrium
.
To discuss the locally asymptotical stability of system (2), we have to linearize it. Let us consider the following coordinate transformation:

where
denotes any equilibrium of system (2). So we can obtain that the corresponding linearized system is of the form

Taking Laplace transform on both sides of (7), we get


Here
are the Laplace transform of
, respectively. The above system (8) can be written as follows:

where

and

Theorem 5. The trivial equilibrium
is always unstable.
Proof. The characteristic matrix at
is

The characteristic equation at the trivial equilibrium
reduces to

Obviously, Eq. (9) has a positive root
. Then the trivial equilibrium
of system (2) is always unstable.
Theorem 6. If
, then the disease-free equilibrium
of system (2)is locally asymptotically stable for all 
Proof. The characteristic matrix at
is

Then the characteristic equation at the disease-free equilibrium
is

When
, the characteristic equation can be translated into

Let
(10) can be rewritten as

Its characteristic roots are

Obviously,
. Hence
when the basic reproduction number
. Hence, all the eigenvalues
satisfy
. According to Lemma 2, the disease-free equilibrium
is locally asymptotically stable when
.
When
, since the first two factors of the left side of Eq. (10) do not contain time delay
, we only need to consider the third factor

Assume
, then
is substituted in (11), we get

Separating the imaginary parts and real parts leads to

Squaring and adding both sides of this equation, we can obtain

Obviously,
, then by our assumption that
, Eq. (12) has no positive roots, which ensures that Eq. (10) has no purely imaginary roots if
. According to Lemma 2, the equilibrium
is locally asymptotically stable for any delay
if
. The proof is completed.
Next, we discuss the local stability and bifurcation results at the endemic equilibrium point
. When
, the endemic equilibrium point
exists. The characteristic matrix at
is

The associated characteristic equation of system (2) at
can be described as

where

and

Case 1. When
, Eq. (13) becomes

On the basis of Routh–Hurwitz theorem, the endemic equilibrium point
is locally asymptotically stable if

Case 2. When
, let
be a root of Eq. (13). Substituting
in (13), we obtain

where

Separating the real and imaginary parts of (14) yields

From Eq. (15) we have

It is obvious that
, and

where

Let

Then let us discuss the distribution of roots of Eq. (13). It is imperative that the following lemma is useful and needed.
Lemma 3. For Eq. (13), the following results hold:
(i) If
, then Eq. (13)has no root with zero real parts for all
.
(ii) If
, then Eq. (13)has a pair of purely imaginary roots
, where

Let
be the root of Eq. (13) such that when
satisfies
Taking the derivative of Eq. (13) with respect to
,

In (16), consider the numerator and denominator terms described as

where




Then from Eq. (16) we have

Define
, and based on the bifurcation theorem for functional differential equations [6], we have the following theorem.
Theorem 7. Assume
. For system (2), the following results hold:
, then the endemic equilibrium
is locally asymptotically stable for 
and
, then the endemic equilibrium
is locally asymptotically stable for
and
when
.5 Numerical simulations
In this section, several illustrative numerical examples are presented to confirm the the- oretical results and to examine the dynamical behavior of system (2). All the figures are plotted by using Matlab 2018a. From Section 4 we can find that delay
and fractional order
are the important factors, which affect the convergence speed of solutions. We select parameters as follows: 
with initial conditions
. We can calculate
. System (2) have three equilibria
and
. We only discuss the stability of
.
From Fig. 1 we can see that the positive equilibrium of system (2) exhibits a Hopf bifurcation when bifurcation parameter
passes the critical value
when fixes.
. We can calculate
from (15). Obviously,
. From Theorem 4 we can obtain that
is locally asymptotically stable (see Fig. 2).
. It is to see that
. From Theorem 4 we can find that
is unstable and Hopf bifurcation occurs (see Fig. 3).
. We can calculate
. Then
is locally asymptotically stable (see Fig. 3).




6 Conclusion
In this work, we studied a fractional-order SIRS epidemic model with delay and logistic growth of the susceptibles. The dynamical behavior of system (2) is studied. Local stability of the equilibria for system (2) and Hopf bifurcation are analyzed. The trivial equilibrium
of system (2) is always unstable. The disease-free equilibrium
of system (2) is locally asymptotically stable for all
when . When
, the endemic equilibrium is locally asymptotically stable. According to Theorem 4, when
and the last two conditions of Theorem 7 satisfied, the stability of the endemic equilibrium changes at Hopf bifurcation point
. Our findings illustrate that using the time delay
as bifurcation parameter, one can conclude that the positive equilibrium loses its stability, and Hopf bifurcation occurs when time delay increases. The numerical simulations shown in Figs. 1 and 2 verified the effectiveness of the obtained theoretical results. From Fig. 3 we can speculate that the positive equilibrium loses its stability and Hopf bifurcation occurs when
is used as bifurcation parameter. It will be considered in future work.
Modeling of epidemic diseases by delayed fractional-order differential equations has more advantages and consistency rather than classical integer-order mathematical modeling. Our model takes into account several factors (time delay, Logistic growth, fractional order, etc.), which is more realistic. The model is thought to contribute valuable insight for public health, which is useful for some the prediction and control measures for some diseases.
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