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A geometric setup for constrained variational calculus is presented. The analysis deals with the study of the extremals of an action functional defined on piecewise differentiable curves, subject to differentiable, non-holonomic constraints. Special attention is paid to the tensorial aspects of the theory. As far as the kinematical foundations are concerned, a fully covariant scheme is developed through the introduction of the concept of infinitesimal control. The standard classification of the extremals into normal and abnormal ones is discussed, pointing out the existence of an algebraic algorithm assigning to each admissible curve a corresponding abnormality index, related to the co-rank of a suitable linear map. Attention is then shifted to the study of the first variation of the action functional. The analysis includes a revisitation of Pontryagins equations and of the Lagrange multipliers method, as well as a reformulation of Pontryagins algorithm in hamiltonian terms. The analysis is completed by a general result, concerning the existence of finite deformations with fixed endpoints.
A gauge-invariant formulation of constrained variational calculus, based on the introduction of the bundle of affine scalars over the configuration manifold, is presented. In the resulting setup, the Lagrangian is replaced by a section of a suitable principal fibre bundle over the velocity space. A geometric rephrasement of Pontryagins maximum principle, showing the equivalence between a constrained variational problem in the state space and a canonically associated free one in a higher affine bundle, is proved.
Within the geometrical framework developed in arXiv:0705.2362, the problem of minimality for constrained calculus of variations is analysed among the class of differentiable curves. A fully covariant representation of the second variation of the acti on functional, based on a suitable gauge transformation of the Lagrangian, is explicitly worked out. Both necessary and sufficient conditions for minimality are proved, and are then reinterpreted in terms of Jacobi fields.
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