1. Background and Motivations
In this paper, we examine the Bagley–Torvik equation in the context of generalized Hilfer derivatives of fractional order. Specifically, we will analyze the equation in the context of vector-valued functions. This is an interesting example of an equation containing derivatives of two different orders, which have important practical applications. In connection with the study of vector functions, where the assumptions about the problem are expressed in terms of weak topology on the target space, the equation illustrates the role of fractional calculus in the widely researched topic of applications involving such functions (differential and integral equations). The main tool used in this study is the operator form of the problems. This form is used to investigate the properties of differential and integral operators, as well as to maximize the regularity of solutions by examining their domains. Unlike previous studies, which focused on classical operators (primarily Volterra) or typical Caputo or Riemann–Liouville fractional-order operators, the Bagley–Torvik equation introduces an intriguing new class of operators. While the results are motivated by solving this equation, they also have interesting connections to operator theory and function spaces. We will examine vector-valued functions and assumptions about functions in terms of weak topology because we believe this yields the most mathematically interesting cases of generalized solutions. This approach enables us to study these problems under very general assumptions.
The four main goals and steps of the research are described and explained below.
Bagley–Torvik equation. First, here are some comments on the fractional-order equation under investigation. The Bagley–Torvik equation was not an equation that was later “fractionalized” by others. Rather, Bagley and Torvik conceived it as a fractional differential equation from the beginning to solve a specific physical problem [
1,
2]:
where
a and
b are constants, and it was originally derived by Bagley and Torvik to model the motion of a rigid plate in a Newtonian fluid. The step of replacing the scalar coefficient
b with the operator
is a classical method (e.g., for the wave equation
). Extending this to include a fractional derivative term
is a natural generalization studied in the late 20th and early 21st centuries.
The work by Bagley and Torvik was a major milestone in demonstrating the practical utility of fractional calculus in engineering. An original Bagley–Torvik problem is a differential equation that includes both a standard integer-order derivative, such as acceleration (
), and a fractional-order derivative. The canonical form of the Bagley–Torvik equation is
where
A,
B, and
C are constants,
is the Caputo or Riemann–Liouville fractional derivative of order
, and
is a forcing function. The key feature is the presence of this
-order derivative, which sits conceptually and mathematically between the first derivative (velocity) and the second derivative (acceleration). The issues they examine naturally lead to generalized problems concerning two different orders of derivatives. Furthermore, they point to the need for research on operators between fractional-order (e.g.,
) and integer-order (e.g., 1 or 2) operators. The original and primary motivation for studying the Bagley–Torvik equation was to model the damping behavior of viscoelastic materials [
1]. This is why fractional derivatives were applied ([
2,
3], for instance): Viscoelastic materials (e.g., polymers, rubber, biological tissues, and asphalt) exhibit a blend of elastic solid and viscous fluid behaviors. Their response depends not only on the current deformation, but also on the history of deformation. A first-derivative term (velocity) is insufficient to accurately capture this “memory” effect. However, this property is common among many fractional derivatives. This type of fractional model has many applications in situations where viscoelastic damping is significant. It is particularly useful for modeling and designing damping systems, such as vehicle suspension systems, shock absorbers, and vibration isolators that use polymer-based dampers.
Bagley–Torvik-type problems have been extensively studied. One can find detailed accounts of recent work involving these problems and the following operators in [
3,
4]: Caputo, Riemann–Liouville, Hadamard, Hadamard–Caputo, and generalized fractional derivatives. These accounts also cover various boundary conditions. We propose considering the Hilfer fractional derivative operator, which encompasses the Caputo and the Riemann–Liouville operators and has received significant attention because it is involved in the equations under investigation.
Vector-valued fractional calculus. The second goal of the paper is to incorporate fractional calculus into the study of vector-valued differential equations. The transition from scalar to abstract cases is motivated by the need to model infinite systems of coupled oscillators or systems with continuous state distributions. This naturally leads to equations in infinite-dimensional spaces. Many time-dependent differential equations, particularly partial differential equations (PDEs), can be rewritten as integral equations in infinite-dimensional function spaces, such as Banach or Hilbert spaces [
5,
6]. More about vector-valued fractional problems can be found in [
7].
Simple motivation: Consider a viscoelastic plate whose deformation
is governed by a equation like
For a plate element, the Newton second law states
where
is the mass per unit area. The reasoning behind converting partial differential equations into abstract evolution equations is quite classic, and it is used to solve various types of equations. We can usually start with a PDE for a viscoelastic structure, then by defining the operator
on a function space
with the appropriate domain, this PDE becomes a Banach-space valued the Bagley–Torvik equation. In the form of the abstract equation we can prove well-possessedness and solution properties using the operator theory:
where
is a function-valued trajectory (see [
8,
9]). See also [
10,
11] for evolution equations with fractional derivatives:
or similar forms. For a general, abstract form of these equations and their background, see [
3]. Note that the regularity of solutions to this equation is one of the paper’s central topics. Building on this idea, we examine improved Hölder regularity. We investigate the regularity (smoothness) of the solution
based on the regularity of the initial data and the properties of differential or integral fractional operators. Unfortunately, when considering the weak topology on Banach spaces, the equivalence problem between differential and integral equations is very delicate. Surprisingly, this is generally only possible for certain spaces [
12,
13].
Furthermore, problems involving integrals where the kernel is an operator-valued function are prevalent in control theory, non-local phenomena, and quantum mechanics. This also leads to differential problems in abstract spaces (see also [
14,
15,
16]).
Finally, fractional differential equations are useful for modeling memory and hereditary properties. Extending these models to infinite-dimensional settings, such as fractional partial differential equations (PDEs), is a major research area that requires further study of new operators and function spaces (see [
17] for the fractional partial differential equations rewritten in the operator form). The fundamental paper to be recommended in this topic is [
6]. This paper concerns the equation
for
,
,
, where
A is an unbounded closed operator defined on a Banach space
X and
f is an
X-valued function. Throughout this paper, recall that the constant
is the normalization constant that arises directly from the definition of a fractional derivative. In the definition of the Riemann–Liouville integral, it guarantees that
is the proper antiderivative. This equation is then studied in abstract Banach spaces that motivates our research. However, we are dealing with an equation that has two orders of fractional derivatives, and in this case, we have
. Most importantly, we increase the regularity of the solutions and use the weak topology.
Let us mention the paper [
18], in which the study of abstract fractional differential equations, including versions with damped terms, leads to fractional evolution problems similar to the Bagley–Torvik equation. The abstract formulation of the problem (a prototype for our vector-valued problem) is typically of the form:
where
,
is the unknown function, taking values in the Banach space
X, and
B and
C are operators on
X. Importantly,
B is often a sectorial operator or closed, densely defined operator (e.g., the Laplacian,
), enabling the development of a solution theory analogous to the scalar case. Clearly,
is the fractional derivative of order
, most commonly
or
. Until now, it was usually defined as the Caputo or the Riemann–Liouville derivative. Moreover,
is a forcing term, and
are the initial conditions. The Bagley–Torvik equation is a perfect example of this problem (see also [
19]).
Weak topology. The third motivation for researching this problem based on assumptions expressed in terms of weak topology remains to be indicated. This leads to new definitions of the “weak” fractional derivative and the use of the Pettis integral instead of the Lebesgue–Bochner integral. This approach to the subject has several advantages when it comes to studying vector functions and developing integral theory and function spaces. Due to the broad scope of the results and their applications, many problems have been examined in terms of weak topology (cf. [
20], for the role of weak topologies in stochastic mechanics). However, this has primarily been done in the context of integer derivatives (see, for example, [
21,
22,
23,
24,
25], in different applications). These results are inspiring, even with purely mathematical motivations, and they have interesting implications for fractional-order equations, particularly those with two distinct orders of derivatives, such as the Bagley–Torvik equation.
The main reason to use the Pettis integral is when our function is not Bochner-integrable, but still “integrable” in a weaker sense. The definition of a Pettis integral seems like a natural generalization of the Bochner one. However, the critical challenge is loss of compactness and convergence. In infinite dimensions, a bounded sequence does not necessarily have a convergent subsequence. For the convenience of our readers, we will review all the necessary concepts and results. Then, we will extend these concepts to the framework of fractional operators. In practice, the key point when using weak Pettis integrals is to use them with additional structures, such as the geometric properties of the space. This leads to the problem of differential and integral operators defined by the investigated problems, as well as the function spaces in which they are defined. One central problem is the equivalence between solutions of fractional differential equations and their integral forms [
12,
13]. We will address this problem in our paper. The equivalence between the differential and integral forms of a problem is not just a mathematical curiosity. It signifies a fundamental shift in how we analyze problems. This equivalence plays a multifaceted role, particularly when dealing with concepts such as pseudo-solutions and the Pettis integral. Proving the existence of a solution to the integral formulation using a fixed point theorem also proves the existence of a generalized solution to the original differential problem. This method is primarily used to prove the existence of solutions for ordinary and partial evolution equations.
Nevertheless, the application of this integral and topology has many advantages and has long been used in research [
26,
27,
28], for instance. In the case of fractional problems related to, we should mention [
29,
30,
31,
32,
33].
Regularity of solutions. Additionally, it should be emphasized that the research is conducted with maximal (Hölder) regularity of solutions when solving the examined equations. This aligns with the current research trend ([
3,
34,
35,
36]).
2. Preliminaries
To understand the purpose of this paper and the mathematical difficulties concerning operators, including integral and pseudo-derivatives as well as function spaces and their relations, we will review the necessary results. Then, we will extend this scope to the fractional and non-fractional order operators under investigation.
In what follows, let
denote a Banach space with dual
. Let
denote the space
X when it is endowed with the weak topology. Moreover, let
denote the Banach space of continuous functions from
to
X, with its weak topology (see also [
27]).
A function
is said to be weakly measurable on
if for every
we have real function
. Also, the pair
denotes the Hölder space endowed by the norm
In addition, if
(where 0 denotes the zero element of
X), then we write
. However, the pair
becomes a Banach space. We need the following well-known fact: For
, we have
Now, we need the following important definitions [
37]:
Definition 1.
A weakly measurable function is said to be Pettis-integrable on if for every and for any measurable there exists an element in X denoted by such that By , we denote the space of all X-valued Pettis-integrable functions on .
The fundamental reason to use the Pettis integral in studying differential or integral equations is when the function is not Bochner integrable (i.e., not strongly measurable and whose norm is not Lebesgue integrable) but is still “integrable” in a weaker sense, described above. This seems like a natural generalization. However, the critical challenge is that the weak topology does not control the norm topology.
In practice, when using weak Pettis integrals, the key point is to employ them in conjunction with additional structure, such as weak compactness (the unit ball of X is weakly compact if X is reflexive) or if the function f takes values in a weakly compact set. Another approach is based on geometry of the space. The theory is much more manageable if the Banach space X has the Radon-Nikodým Property (RNP) (e.g., reflexive spaces, separable dual spaces). For spaces with RNP, a function f is Pettis-integrable if and only if it is Dunford integrable (i.e., there exist Lebesgue integrals of for every fixed functional ) and its range is essentially separable. In connection with the concept of pseudo-derivative, we will study certain other types of spaces.
Definition 2
([
27])
. A function is said to be pseudo-differentiable if there exists a function such that, for every , the real-valued function is differentiable a.e., to the value . In this case, the function g is called the pseudo-derivative of f will be denoted by . If the null set independent on , then f is said to be a.e. weakly differentiable on and g (in this case) is called weak derivative of f (denoted by ) and exists almost everywhere on . In particular, when it is clear that the pseudo and a.e. weak derivatives coincide with the classical derivatives of real-valued functions.
Remark 1. - 1.
Unfortunately (unless X has a total dual , i.e., with the property that for every non-zero element , there exists a bounded linear functional such that ), the pseudo-derivative of the pseudo-differentiable function is not uniquely determined and two pseudo-derivatives need not be a.e. equal [38] (see Example 9.1 in [37] or [39]). Indeed, the pseudo-derivatives of are weakly equivalent ([40], Theorem VI.8) (cf. also [38]). - 2.
It is well known that, in a finite dimension space X, then the weak absolute continuity of already implies that exists almost everywhere and it is in . This one of the few properties of the finite dimension-valued functions that is not not carry over in arbitrary infinite dimensions: In fact, even in separable spaces, there is an weakly absolutely continuous function having no pseudo-derivative [38,40]. The question of whether weak absolute continuity of a X-valued function implies the existence of a Pettis integrable pseudo-derivative is related to the geometry of X. We also remark that, if X is finite dimensional, then the indefinite integral of a Pettis integrable function is a.e. weakly differentiable. In 1995 in [41] it was proved that the indefinite Pettis integral of a Pettis-integrable function does not enjoy the property of being a.e. weakly differentiable. Therefore, it is a different notion from the weak derivative.
We will consider here pseudo-solutions of considered differential problems. The term “pseudo-solution” typically refers to a function that satisfies the integral form of a problem but not necessarily the original differential form. Here the integral form is based on the Pettis integral, and the differential one on pseudo-derivatives. For well-posed problems in appropriate spaces, the equivalence tells us that the concept of a pseudo-solution is a correct and natural generalization of a classical solution. It is not a “fake” solution but rather the correct type of solution for a broader context. However, this approach raises many problems, particularly with equivalence problems and, above all, with correctly defining the integral and differential fractional operators. We will discuss these issues in the paper.
First, let us start with the basics. The following proposition tells us weakly that an absolutely continuous function is pseudo-differentiable if, and only if, it is an indefinite Pettis integral of a Pettis-integrable function:
Proposition 1 (([
37,
38]), ([
40], Theorem VIII.3))
. A function is an indefinite Pettis integral if and only if f is weakly absolutely continuous having a pseudo-derivative on . In this case, and The following result can be obtained by assuming weak absolute continuity of the function:
Proposition 2
([
42,
43], Theorem 5.1)
. The indefinite integral of Pettis-integrable (resp. weakly continuous) function is weakly absolutely continuous. It is pseudo (resp. weakly) differentiable with respect to the right endpoint of the integration interval and its pseudo (resp. weak) derivative equals the integrand at that point. Throughout this paper, we let the functions
be continuous such that
Throughout this pages, we assume that, for any
A simple example: and . Define .
Next, we will introduce the (non-fractional) differential operators that are useful for studying Bagley–Torvik type problems. Let be a positive, increasing function such that for all with .
Define the non-fractional pseudo (in particular, weakly) differentiation operators (see e.g., [
44,
45,
46] and the references therein for background on these topics):
where
f is a pseudo (in particular, weakly) differentiable function of the argument
.
The following general definition of fractional integral operator has been established for the first time by the authors in [
47] for real-valued functions.
Definition 3
([
47])
. Let , , . Assume that the assumptions (1) and (2) are satisfied. We define the combination of the fractional and non-fractional Pettis integral operator acting on byFor completeness, we define and . In the above definition the sign ∫ denotes the Pettis integral.
These operators and their corresponding differential operators will be described later. Together, they encompass all standard fractional operators for real-valued and vector-valued functions.
In particular, when
,
Clearly, for any
,
Remark 2.
Our definition that makes sense when .
Let . Then, for any , we havefor . Therefore, Thus, , as required.
We will use the following
Remark 3.
Let . An immediate consequence of the Hahn–Banach theorem is that there exists with such that . Hencewhere . In order to examine the existence of the operator acting on functions from the space , we recall the following function spaces:
Definition 4
([
37])
. Let denote the space of X-valued Pettis-integrable functions on . For any , we define its subspaceMoreover, we define the subspace of composed of Pettis-integrable functions on .
Since the weak continuity implies the strong measurability ([
42], p. 73), it is not hard to be seen that
To make it easier for readers to understand, we will present a summary of our considerations in the form of the following results:
Proposition 3. Let such that (with the convention that ).
The following implications hold:
- 1.
,
- 2.
,
- 3.
For any , we have .
If E weakly sequentially complete, this is also true for ,
- 4.
.
As a direct consequence of Proposition 3, we have the following existence lemmas
Lemma 1. For every weakly measurable and , , , the function makes sense almost everywhere on if at least one of the following cases holds:
- (a)
with , where ,
- (b)
and ,
- (c)
If X is weakly complete and is strongly measurable where .
If X is reflexive, this is also true for any with . In all cases, for every we have .
Proof. Define the real-valued continuous function
. To prove assertion
, let
and note that
(
). Since
, we therefore have
Thus, if with , the assertion follows by the first part of Proposition 3. Secondly, if , then . Therefore, if , assertion follows from the second part of Proposition 3.
Next, to prove , we let X be weakly complete and assume that , is strongly measurable on . Since the product is almost everywhere strongly measurable on , , it follows from the Young inequality that, for every , , . Therefore, the assertion follows directly from the third part of Proposition 3. Finally, when X is reflexive, the result follows from Proposition 3.
In all cases, however,
for almost every
. By the definition of the Pettis integral, there exists an element from
X denoted by
,
such that
holds for every
. This completes the proof. □
Let us prove that the operator is the left inverse of the operator on the space of weakly continuous functions . In fact, based on Proposition 2, it is easy to prove that
Lemma 2. (a) For any and , and we have (b) For any and , and we have Remark 4.
The second assertion of Lemma is not uniquely determined unless X has total dual . According to (e.g., ([38], p. 2)), it may happen that , with g being weakly equivalent to f. However, they do not necessarily have to be equal. The situation is simple in the case of absolutely continuous functions. We can prove the following:
Proposition 4.
Let and assume that be a weakly absolutely continuous with a pseudo-derivative uniquely determined up to a negligible set. Then Proof. By the definition of the pseudo-derivative of
f on
, for any
, we have
. Therefore, for any
, we have
Therefore, integration by parts provides
As a result,
for
, as required. □
Lemma 3.
Let , and assume that is a positive, increasing function such that for all with If , then In particular, if X is a reflexive space, then for all , Proof. Let
, where
, and let
. Without loss of generality, assume that
. As we observed, the Hahn–Banach theorem implies the existence of a functional
with
, such that
Since
for all
, the Hölder inequality implies that
Since
, it follows that
and then
These estimations show that is norm continuous on , as required.
Now, if
X is a reflexive space and
, then for any
and
,
In view of Lemma 4, the reflexivity of X implies that for all . □
It should be noted that, Lemma 3 is false for
and for
(see e.g., ([
48], Example 3.3)).
Now we are in the position to state and prove the following
Lemma 4. (semi-group property) Let , and assume that is a positive, increasing function such that for all with . For any , , we have In particular, if X is a reflexive space, it holds for all .
Proof. Let
. First, note that since
it follows that
. Therefore, by Lemma 4, we deduce that
and
exist for all
. This also true if
X is reflexive and
. The result now follows from the the semi-group property of the real-valued functions
:
□
The next lemma ensures that the operator
maps the space of weakly absolutely continuous functions
into itself. Define
Lemma 5.
Let , . Assume that is a positive, increasing function such that for all with . If , then In particular, if X is a reflexive space, then this holds for all .
Proof. First, as claimed in the proof of Lemma 4,
Let
. Note that
for
. Since
, for all
, and
for all
, it follows from Proposition 3, that
. Consequently, by Proposition 1, we have, in view of the fact that
,
Remembering that
and
, we deduce from the semi-group property (see Lemma 4)
Consequently,
is weakly absolutely continuous and has a Pettis-integrable pseudo-derivative on
. Also,
Furthermore, this is also true for all when X is reflexive. □
Reasoning, now, as in ([
47], Theorem 2), we know that
Lemma 6.
Let such that . Assume that is a positive, increasing function such that for all with . If , then , for every functional and we can estimate the Hölder constant for the operator , i.e., there exists a Hölder constant for this operator such thatfor every , , where We remark that, the precise estimate of the constant
C for real-valued functions can be found in [
47]. Since the function
is also real-valued, that same calculation applies to our case. Due to its length, we will not repeat the analysis here. Consequently, we can prove the next
Lemma 7.
Let such that . Assume that is a positive, increasing function such that for all with . If , then , for every functional and there is finite such thatfor every , , such that . Proof. Let
,
, and define
. Arguing similarly as in ([
47], Theorem 2), we can show for every
, that
where
.
By the aid of (
6), we have
for every
,
. Hence
Consequently,
, for every functional
and there is a finite constant
such that
for every
,
. □
Lemma 8.
Let such that and assume that is a positive, increasing function such that for all with . Thenis injective. In particular,is injective, andfor some . Proof. The first part, namely for
, follows from Lemma 6. Also, since
, then for any
and
, we deduce
with
. Next, without loss of generality, assume that
,
. Thus, as an immediate consequence of the Hahn–Banach theorem, there exists a functional
with
such that
with
. Since
and we therefore deduce
Hence, and so , as required.
In order to show that the map
is injective, we assume that
for some
So, for any
, it follows in view of the definition of the Pettis integral
. Then, for every
and almost every
we obtain
. Therefore, for every
and almost every
we have
Due to the continuity of the function , it follows that for every and every . Namely, on , and the result is now established. □
Lemma 8 may be combined with Lemma 7 in order to assure the following
Lemma 9.
Let such that . Assume that is a positive, increasing function such that for all with . Thenis injective and Proof. Let
,
and define
. By Lemma 8, we know that
Without loss of generality, assume that
,
. Thus, there exists a functional
with
such that (cf. (
8))
where
. Therefore
We can now complete our proof exactly as in Lemma 8. □
Now, we will finish this part of our discussion with the following theorem on linear fractional integral equations.
Theorem 1.
Let , . Assume that is a positive, increasing function such that for all with . Consider the linear fractional integral equationfor and . If and for every , such that for any and any , we havefor . Then, for sufficiently small values of the numbers , the integral Equation (11) has a unique Hölder continuous solution . First, let us recall that a simple sufficient condition needed for (
12) is that, for any
, we have
where
. Clearly, for any
we have
Proof of Theorem 1. Define the non-linear operator
by
for
,
. Since for any
, we have (in view of Lemma 8)
and
. However,
and (
9), implies the existence of constants
such that
for any
. Also, according to our assumptions, we have
, so
becomes well defined and makes sense.
Now, let
and note that
In view of (
12), we obtain
Thus, in view of (
13), there is a constant
such that
Consequently, since the pair forms a complete space, then by Banach fixed point theorem, for sufficiently small , the operator has a (unique) fixed point □
The result of Theorem 1 still valid for any . More precisely,
Corollary 1.
Let , and assume that is a positive, increasing function such that for all with .
If and for every satisfying (12), then for sufficiently small , the integral Equation (11) has a unique Hölder continuous solution . Proof. First, note that since , it follows (in view of ) that . Let and note that
- (1)
By Lemma 9, we have and
.
- (2)
By Lemma 8, we have and .
Since, for any
we have
it follows
Now, since , we can conclude the proof of Theorem 1 and obtain the result. □
Note that the main proof tool used here is the Banach fixed point theorem. This theorem requires that the constant be less than 1; however, this assumption can be relaxed. Now, we will turn our attention to how to use these operators outside of little Hölder spaces .
Note that searching for solutions among functions that satisfy the condition is essential to the proof. Now, we will demonstrate what this looks like in the space of continuous functions. Assuming the operator is a contraction in the Hölder space can be replaced by assuming the contraction condition with respect to the supremum norm only, with no restriction on .
Proposition 5.
Let , , , and assume that is a positive, increasing function such that for all with . Consider the linear fractional integral equationwhere , , denotes the ψ-Hilfer fractional integral operator of order β. Assume that:
- 1.
.
- 2.
For every , we have .
- 3.
There exist constants such that for all and all
, - 4.
The fractional integral operators and are bounded on with the supremum norm. That is, there exist constants such that for all , - 5.
The constants satisfy the contraction condition:
Then the operator defined byis a contraction in . Proof. We will show that is a contraction mapping on the complete metric space equipped with the supremum norm .
First, we need to prove that is well-defined on . Let . Since (as continuous functions are Hölder continuous with any exponent less than 1, and ), the assumptions on F imply that is well-defined and continuous. The fractional integrals and are also continuous (by the boundedness assumption). Therefore, is continuous, so .
Let
. For any
, we have
Taking norms and using the Lipschitz condition on
F, we get
Now take the supremum over
we obtain
Now, using the boundedness of the considered fractional integral operators:
By assumption, , so is a contraction on . □
Importantly, we can guarantee the uniqueness of the solution. Due to the results from [
49], the operator does not have to be a contraction in the expected Hölder space. Note, that the norm
considered on Hölder spaces is equivalent to the following one
However, according to [
49], to ensure the regularity of solutions and obtain the uniqueness property, it is sufficient to verify the assumptions of the operator
with respect to the norm
, which is done in Proposition 5. Therefore, by applying the fixed point results from [
49], we immediately obtain the following:
Corollary 2.
Under the assumptions of Proposition 5, where we replace the little Hölder space by the Hölder space , the integral Equation (14) has a unique solution in . 3. Generalized Hilfer-Type Fractional Derivatives
After recalling the definition of combinations of fractional and non-fractional Pettis integral operators, the following definition of combinations of fractional and non-fractional differential operators is a logical next step:
Definition 5.
Let be a positive, increasing function such that , for all , and let . For and we define the Hilfer-type combination of the fractional and non-fractional pseudo derivatives of order , with parameters and type bywhere Similarly, we can define “the Hilfer-type combination between fractional and non-fractional weak derivatives”. In particular, we define
- 1.
The Riemann–Liouville-type combination of the fractional and non-fractional pseudo (resp. weak) derivative of order , with parameters , :respectively, - 2.
The Caputo-type combination of the fractional and non-fractional pseudo (resp. weak) derivative of order , with parameters , defined asrespectively,
Although, the pseudo-derivative is not uniquely determined in general (see Remark 1), we can show that
Lemma 10.
The Hilfer-type combination between the fractional and non-fractional pseudo derivative , if it exists, is uniquely determined for any . The same holds true for whenever X has a total dual .
Proof. Let
and assume that
are two pseudo-derivatives of
. The proof is now a simple consequence of the fact that, for any
, we have
Evidently, since
are weakly equivalent on
, then for every
there exists a null set
N depends on
such that
for every
. Consequently, for almost every
,
holds for every
. Therefore, (
18) holds, and for almost every
,
That is what we wanted to show. □
Lemma 11.
Let and . For any , wherewe have mutually inverse operators, i.e., for all This holds for all if X is a reflexive space.
Proof. Let and let . By the semi-group property (see Lemma 4), we have:
In view of (
5), we obtain
Hence, by Proposition 4,
Hence, by Proposition 4,
. Next, in view of (
5), applying Lemma 4 and Proposition 4, yield
□
Now, we will examine the maximum regularity of differential operators by defining the appropriate domains and codomains. Interestingly, the operators we study behave similarly to fractional-order operators. They change the order of the Hölder space according to the order of the operator
. The same is true for differential operators of integer order in
spaces. This interesting symmetry suggests interpolation relations for these spaces. This research direction was recently presented in [
34,
35].
Lemma 12.
Let , . Assume that is a positive, increasing function such that for all with . If , thenin particular Proof. Let
and define
. Recall that
for
. Let
, be such that
. Similarly to the proof of Lemma 3 in [
50], it can be easily verified that
is pseudo-differentiable on
and that there is a Hölder constant
for this operator such that
holds true for any
. Hence
. Therefore, in view of Lemma 8, we deduce that
That is, as required.
Now, let
and, without loss of generality, assume that
. An immediate consequence of the Hahn–Banach theorem, there exists
with
such that
Since
, it follows
. Moreover, by Lemma 8,
That is as required. □
Recall an important goal of this work: the introduced operators are intended to establish equivalence between differential and integral problems, at least in certain cases. The first step is to investigate whether fractional differential and integral operators are inverses of each other, and if so, to what extent. Typically, a generalization and weakening of solutions is required. Recall the procedure for ordinary equations.
An abstract differential form (e.g., ) requires a strong notion of differentiability. The solution must be differentiable in the norm topology of the Banach space X and the equation must hold pointwise for (almost) every t. The integral form (e.g., ) only requires that the integrand be strongly (Bochner) integrable. This allows us to define generalized solutions for problems that may not have a classical, differentiable solution, even in the weak sense. The integral equation generalizes the differential equation.
Our earlier reasoning allows us to achieve this goal:
Lemma 13.
Let , and assume that is a positive, increasing function such that for all with . If , then the operator is bijective with the continuous inverse . That is This holds true for all whenever X has a total dual .
Proof. - 1.
The operator is injective by Lemma 8.
- 2.
The operator
is surjective with the right inverse
. That is, for all
, there is
such that we have
with
. By Lemma 12, we know that
is defined, and uniquely determined for all
by Lemma 10 and for
if
X has a total dual (by Remark 1). Therefore, due to Lemma 12 and by using the definition of generalized Hilfer-type fractional derivatives (Definition 5), for all
we have:
Using the definition of non-fractional pseudo-differential operators
, we can derive
By definitions of the Pettis integral and the pseudo-derivative, for every
, we have
Using the integration by parts formula, we can conclude that
Since
, it follows
Therefore, for each
, we obtain
Since
lies in
, is therefore weakly continuous. Consequently, for every
,
, for every
. Hence
for any
.
- 3.
Finally, we will show that
with the left inverse of
. Evidently, since
is bijective, the right inverse is equal to the left inverse (and is equal to
):
Since
and
are Banach spaces, the continuity of
follows from Lemma 8 and by by the continuous inverse theorem. Therefore,
, for any
. Since
, the Equation (
20) holds true, as required.
□
Corollary 3.
If the Assumptions of Lemma 13 are satisfied, thenThis holds true for all whenever X has a total dual . Theorem 2.
Let , . Assume that is a positive, increasing function such that for all with . Consider the linear fractional integral equationfor , , . If and for every such that for any and any , we havewhere . Then for sufficiently small , the integral Equation (21) has a Hölder continuous solution . Proof. Define the non-linear operator
by
for
,
,
. Let
. Note that
- (1)
Since
, it follows from Lemma 12, that
, and by (
19) we have
for some
. Also, for any
, we have
where
. Therefore,
Hence
- (2)
Since
, it follows from Lemma 8, that
and
. Therefore,
Since
, it is clear that
becomes well defined and makes sense. Now, let
. Therefore,
In view of (
22), we obtain
Therefore, there is a constant
such that
Consequently, there is a constant
such that
Since the pair forms a complete space, by the Banach fixed point theorem, for sufficiently small constants , the operator has a fixed point . □
Recall, that in the space , to obtain the norm contraction, we must also control the supremum norm (see Proposition 5). Furthermore, the result of Theorem 2 is still valid for any . Namely,
Corollary 4.
Let , and assume that is a positive, increasing function such that for all with . Consider the linear fractional integral equationfor , . If and for every satisfying (22), then for sufficiently small , the integral Equation (23) admits a Hölder continuous solution . Proof. Let . As in the proof of Theorem 2, it can be easily seen that
- (1)
and there is a constant
such that
- (2)
Since , it follows by Lemma 9, and .
Now, since , we are able to complete the rest of the proof of Theorem 2 and derive the result. □
As a consequence of Lemma 13, we have the following characterization of the one-sided invertibility of differential and integral operators.
Lemma 14.
Let , , , . Also, assume that is a positive, increasing function such that for all with . Let be such that . Then This holds true for all whenever X has a total dual .
Proof. Let .
The case when .
Since
, it follows from Lemma 13 that
and by Lemma 13 (in view of
), we obtain
The case when .
Since
, it follows
. According to the proof of part (3) of Lemma 13, we have that
. Therefore,
□
The following example shows why Lemmas 13 and 14 should not be applied to the critical case . Indeed, we will show that the hypothesis that the target space X has a total dual, in these Lemmas, is crucial and cannot be omitted.
Example 1.
Let be the Banach space of bounded real-valued functions on . It has no total dual. Let be of positive measure, and define by According to Example 9.1 in [37], we know that with for each . Clearly, for any Also, has two pseudo-derivatives and , on that differ on the set of positive measure . Therefore, is equal either f (by Lemma 4) or 0. Consequently, we conclude that on J, Now, consider an analogous result to that in Lemma 13 with .
Lemma 15.
Let , , . Assume that is a positive, increasing function such that for all with . If we define , then for any , Remark 5.
Before proving this theorem, one remark should be added. In view of Lemma 12, a pseudo-derivative exists for any Hölder continuous function f of some critical order less than one, and moreover . This implies the existence of . In this case, Proposition 2 states that is weakly- (trivially pseudo-) differentiable on , and .
Proof of Lemma 15. Let
. By Lemma 12, we know that
. Consequently,
Therefore, for every
and for a.e.
, we obtain
By Lemmas 4 and 13, since
, it follows that
This completes the proof. □
As a generalization of Lemma 15 for two different orders, which is of special interest for the Bagley–Torvik equation, we have the following:
Lemma 16.
Let , , and . Assume that is a positive, increasing function such that for all with . If , thenwhere . Proof. Let
and
. By Lemma 12, we know that
. Therefore,
. Consequently, in view of Lemma 4), it follows that
Since , from Lemma 14, it follows that , and so , as required. □
Lemma 17.
Let , , and . Assume that is a positive, increasing function such that for all with . Thenwhere . Proof. Let
. The proof is derived directly from Proposition 4, since
□
4. Bagley–Torvik-Type Problem with Generalized Hilfer Fractional Derivatives
Combining the constitutive law of a material with classical equations of motion (e.g., Newton’s second law or Euler-Bernoulli beam theory) for a viscoelastic system results in an equation of motion containing a fractional derivative of order
. Acting upon
-order derivative in the stress-strain law with the second derivative from the equation of motion, leads to the
order term:
Thus, the Bagley–Torvik equation emerged from the need to model the dynamics of mechanical systems with physically realistic viscoelastic material behavior constraints. The fractional version of this equation is named after the two researchers who first derived and solved it: P. J. Torvik and R. L. Bagley.
In their paper [
1] and others from that period, Torvik and Bagley derived the fractional differential equation from fundamental thermodynamic and mechanical principles in order to describe viscoelastic material behavior. They provided methods for solving the equation. They are universally credited with creating and popularizing this fractional model. Subsequent research expanded to include other types of fractional derivatives and their benefits. As previously mentioned, additional issues arose that can be reduced to the vector Bagley–Torvik equation. Here, we will focus on the fractional Hilfer derivative.
Drawing inspiration from the work of numerous authors, our goal to contribute to the literature by introducing and analyzing a Bagley–Torvik type problem involving Hilfer fractional derivatives of two different orders:
where
,
,
, for
,
such that
.
When researching maximal regularity and equivalence problems of solutions, the choice of maximal domain and codomain spaces is paramount. Equivalence may or may not hold depending on this choice.
The integral in the equation must be defined. If we choose a codomain space X that lacks the necessary properties, the integral may not exist. To use the Bochner integral, the space must be such that the integrand is strongly measurable and its norm is integrable. The space must be a Banach space (i.e., complete), otherwise the integral limits might not exist. If we must use the Pettis integral, the space X must have some extra properties that ensures the Pettis integral behaves well; otherwise, we may be unable to prove the necessary compactness theorems for existence.
Since we just reviewed the Bagley–Torvik problem, the expected integral operator cannot simply be a Volterra operator with a Pettis integral. Therefore, selecting a domain for the operators requires a thorough analysis. For the differential and integral forms of the problem to be equivalent, we need a function space, E, such that the solution, x, and its derivative (appropriate to the chosen problem) are both in E. However, such a space would be enormous. Thus, we typically consider much smaller spaces that maximize additional properties of solutions. The “maximal” space yields the sharpest well-posedness result and the largest set of forcing functions, f, for which the solution is as regular as possible. Finding the maximal space reveals the exact “price” of a solution. It demonstrates how irregular the input data can be while still yielding controlled behavior. This is of immense practical importance.
Let us formally convert the problem (
26) into its integral form. Clearly, for sufficiently smooth
f and for any
, we have
for
,
,
. In view of Proposition 4, we have that
for
. Let us investigate the following two different cases:
- I
For
. Because of (cf. also [
47])
in view of Lemmas 4 and 11, it follows that
Then (still formally) we obtain
Assuming that we look for a weakly continuous solution
x that satisfies
, it follows from Remark 2 that
. Thus, we arrive to the following integral form corresponding to the problem (
26)
Consequently,
for
. This reads as
. Define
,
. By applying Lemma 13, we obtain that
. Therefore,
Consequently, we arrive at the following integral equation
for
,
,
.
- II
For
. In view of Lemma 17 and our assumption that
, acting on both sides of (
27) with the operator
yields that
Since
and
we arrive at
Therefore, by Lemma 4, we obtain
Thus, since
it follows in view of Remark 2 that
. Operating by
on both sides of the last equation leads to
Thus, if we define
, it follows by Lemma 17 in view of
, that
Therefore, we arrive at the following integral equation:
for
.
Lemma 18.
Let , , and , such that , . Assume that is a positive, increasing function such that for all with . Suppose that for all , we have that the superposition , for . Then, for any , we have Then the problem (26) with has a unique solution for any and for all , whenever X has a total dual . Proof. Define the operator
, for
. Note that
. Since (cf. Lemma 8)
, again by Lemma 8), it follows that
. Also, in view of (
9), for any
, there exists
such that
Thus, by (
32), the operator
F satisfies the assumptions of Theorem 1, and so, for sufficiently small
, and
, the integral Equation (
30) has a unique solution
.
Suppose that
satisfies the Equation (
30). We will show that the function
defined by
satisfies the problem (
26) with
for any
. First, note that in view of Remark 2, we obtain
. Also, we have that
.
Now, consider the case when
. Note that, the following also holds for
whenever
X has a total dual
). In view of the semi-group property, operating with
on both sides of (
30) yields that
Since
, we have that (cf. Lemma 13)
, and then
Next, applying operator
, by Lemma 14, it follows that
In view of Corollary 3, we obtain
Finally, by Lemma 2, we arrive at
Therefore, the function
solves problem (
26) with
, as required. □
The results of Lemma 18 still hold whenever .
Corollary 5.
Let , , . Also, let , be such that . Assume that is a positive, increasing function such that for all with . For all we have , where , such that for any . Consequently, we have Then, for any , the problem (26) with has a unique solution whenever X has a total dual . Proof. Define the operator . Note that
- (1)
Since
we have, by the aid of Lemma 9,
, and
with
.
- (2)
For any
, we have
with
.
This, along with (
33) guarantees the satisfaction of the assumptions of Corollary 1. Thus, for sufficiently small
, the integral Equation (
30) with
has a unique solution
.
Let
solves (
30) and define
by
. In view of Remark 2, we obtain that
.
Now consider the case when
. Note that the following also holds for
whenever
X has a total dual
). Applying
to both sides of (
30), in view of the semi-group property, we have that
In view of Lemma 13, since
, we have that
. It follows that
In view of Proposition 2, since
, we obtain
In view of Remark 2, we obtain . The result now follows by completing the rest of the proof of Lemma 18 with minor necessary changes. □
The following result complements the results of Lemma 18 and Corollary 5, which deal with the case when .
Lemma 19.
Let , , . Also, let be such that . Assume that is a positive, increasing function such that for all with . Let , where for all , such that for any and any , we have Then the problem (26) with , has a unique solution . Proof. Define the operator
by
. As in the the proof of Lemma 8, it can easily be seen that for any
, there exists
such that
where
. Hence
where
. In view of (
9), for any
, we see that
, and
In view of (
34),
F satisfies the assumptions of Theorem 2, so for sufficiently small
, the integral Equation (
31) has a unique solution
.
Let
solves Equation (
31). Define
. According to Proposition 2,
x is weakly absolutely continuous and has a Pettis-integrable pseudo-derivative on
. Clearly,
. In view of Lemma 13, it follows that
and
. With
now operating on both sides of (
31), it follows that
Thus, by the semi-group property of considered operators, and by Lemma 13, we arrive at
Operating with
, and keeping in mind that
and that
Therefore, according to Proposition 2, we have
as required. □
The following result complements the result of Lemma 19, dealing with the case when , .
Corollary 6.
Let , , . Also, let be such that . Assume that is a positive, increasing function such that for all with . Let , where for all , such that for any and any , we have Then the problem (26) with has a unique solution . Proof. Define the operator . Note that
- (1)
Since
, we have, by the aid of Lemma 9, that
and
with
.
- (2)
For any
, we have
with
.
This, along with (
35), ensures that the assumptions of Corollary 4 are met. Thus, for sufficiently small
, the integral Equation (
30) with
has a unique solution
. The result now follows by completing the rest of the proof as in the proof of Lemma 19 with minor changes. □
To avoid making the paper too long, we will briefly present two additional aspects of our research in the form of comments and recommendations for readers.
Remark 6.
Developing numerical schemes for Hilfer-type fractional derivatives in Banach spaces that preserve the analytical properties of the solution poses a significant challenge. However, methods and theoretical frameworks do exist. The Hilfer derivative is a non-local operator, meaning its value at any time t depends on the entire history of the function. This non-locality must be accurately approximated. Moreover, standard discretizations (like simple finite difference or finite element methods) can often violate key analytical properties of the continuous solution, such as positivity, monotonicity, or the conservation of energy or mass (new, interesting methods can be found in [51,52], for instance). A significant amount of theoretical work has been dedicated to proving that Hilfer fractional differential equations are "Ulam-Hyers stable." This means that an approximate solution, which is what a numerical method produces, stays close to the true solution. Researchers then develop discrete numerical schemes, i.e., Hilfer fractional difference equations, that possess this stability as well, ensuring the numerical approximation is robust.
Numerical methods for abstract problems often use finite-dimensional approximations that are consistent in a weak or dual sense. So, are numerical methods ineffective? Even though standard algorithms generate approximations that only weakly converge to the true solution, it’s still worth studying them.
Remark 7.
Are the results obtained here merely theoretical constructs, or do they have practical significance? Similar to Hilfer’s original construction, our modifications have many applications that significantly expand the range of models that can be studied without these operators. Below is a brief comment related to the Bagley-Torvik equation studied in the paper.
The Hilfer fractional operator interpolates between the Riemann–Liouville and Caputo types, solving theoretical and applied problems in fractional differential equations. This includes certain formulations of the Bagley–Torvik problem, especially when addressing initial conditions for intermediate derivatives and ensuring well-posedness in multi-term equations where the derivative orders range from 1 to 2.
Example 2.
The central challenge with mixed-order fractional differential equations is establishing a well-posed initial value problem. The difficulty lies in formulating a well-posed initial value problem for an equation containing fractional derivatives of different orders. The Hilfer derivative elegantly unifies the required initial conditions.
Suppose we consider the Bagley-Torvik equation:where , , but not necessarily and . Using pure Riemann-Liouville derivatives for (order ) and (order ) requires two different types of incompatible, fractional-order initial conditions (e.g., , () (for ), which lack clear physical meaning.
If we consider Caputo derivatives, the initial conditions are natural: . However, the derivative in the equation is Caputo, if β is small. If the other term is of order between 1 and 2, the composition rules can be unclear when α and β are not integers.
For the Hilfer derivative of order α and type μ, the initial conditions for with are as follows: By choosing μ and ν appropriately, i.e.,we can match the same type of initial conditions for both derivatives. This allows you to formulate a well-posed IVP unified by a single fractional-type initial condition (e.g., ), a flexibility that Riemann–Liouville and Caputo derivatives alone do not offer (unless μ and ν are 0 or 1).