Structures of the Basic Reproduction Number $R_0$ Across Compartmental Disease Models

Zhuolin Qu; Abhi Ashwath

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arXiv · 2609.13668

Structures of the Basic Reproduction Number $R_0$ Across Compartmental Disease Models

Zhuolin Qu·Abhi Ashwath

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Abstract

The basic reproduction number $R_0$ is the central dimensionless quantity in mathematical epidemiology, characterizing the threshold for disease outbreak and the early growth rate of an epidemic. The algebraic form of $R_0$ varies widely across models of distinct transmission mechanisms, and its interpretation can yield further biological insight into transmission dynamics and disease intervention. We present a structural taxonomy of $R_0$ for compartmental ordinary differential equation models spanning a range of disease transmission features, including staged progression, differential infectivity, competing strains, vector-borne transmission, sexually transmitted infection, recurrent infection, maternal transmission, and gene drive inheritance. For each structural class, we provide a worked example, deriving $R_0$ via the next-generation matrix approach and interpreting the resulting algebraic expression in terms of the underlying transmission pathway. By unifying disparate derivations under a single structural framework, we clarify when and why particular algebraic forms of $R_0$ arise. This review serves both as a research synthesis and as a self-contained pedagogical reference for students and researchers entering the field.

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Zhuolin Qu, Abhi Ashwath. 2026-09-12. Structures of the Basic Reproduction Number $R_0$ Across Compartmental Disease Models. https://arxiv.org/abs/2609.13668

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