Title: Astronomical Distances or Measuring the Universe Chapters 5
1Astronomical Distancesor Measuring the
Universe(Chapters 5 6)by Rastorguev
Alexey,professor of the Moscow State University
and Sternberg Astronomical Institute, Russia
Sternberg Astronomical
Institute Moscow University
2Content
- Chapter Five Main-Sequence Fitting, or the
distance scale of star clusters - Chapter Six Statistical parallaxes
3Chapter Five
- Main-Sequence Fitting, or
- the distance scale of star clusters
- Open clusters
- Globular clusters
4- Main idea to use the advantages of measuring
photometric parallax of a whole stellar sample,
i.e. close group of stars of common nature of
the same - age,
- chemical composition,
- interstellar extinction,
- but of different initial masses
5Advantages of using star clusters as the
standard candles - 1
- (a) Large statistics (N100-1000 stars) reduce
random errors as N-1/2. All derived parameters
are more accurate than for single star - (b) All stars are of the same age. Star clusters
are the only objects that enable direct age
estimate, study of the galactic evolution and the
star-formation history - (c) All stars have nearly the same chemical
composition, and the differences in the
metallicity between the stars play no role
6Advantages of using star clusters as the
standard candles - 2
- (d) Simplify the identification of stellar
populations seen on HRD - (e) Large statistics also enables reliable
extinction measurements - (f) Can be distinguished and studied even at
large (5-6 kpc, for open clusters) distances from
the Sun - (g) Enable secondary luminosity calibration of
some stars populated star clusters Cepheids,
Novae and other variables
7- DataBase on open clusters W.Dias, J.Lepine,
B.Alessi (Brasilia) - Latest Statistics - Version 2.9 (13/apr/2008)
- Number of clusters 1776
- Size 1774
(99.89) - Distance 1082
(60.92) - Extinction 1061
(59.74) - Age 949
(53.43) - Distance, extinction and age 936
(52.70) - Proper motion (PM) 890
(50.11) - Radial velocity (VR) 447
(25.17) - Proper motion and radial velocity 432
(24.32) - Distance, age, PM and VR 379
(21.34) - Chemical composition Fe/H 158 (
8.90) - These incomplete results point out to the
observers that a large effort is still needed to
improve the data in the catalog (W.Dias)
8Astrophysical backgrounds of isochrone fitting
technique
- (a) Distance measurements photometric parallax,
or magnitude difference (m-M) - (b) Extinction measurements color change, or
reddening - (c) Age measurements different evolution rate
for different masses, declared itself by the
turn-off point color and luminosity - -----------------------------------------------
- Common solution can be found on the basis of
stellar evolution theory, i.e. on the evolutional
interpretation of the CMD
9- Difference with single-stars method
- Instead of luminosity calibrations of single
stars, we have to make luminosity calibration of
all Main Sequence as a whole ZAMS (Zero-Age Main
Sequence), and isochrones of different ages
(loci of stars of different initial masses but of
the same age and metallicity)
10- Important note Theoretical evolutionary tracks
and theoretical isochrones are calculated in lg
Teff Mbol variables - Prior to compare directly evolution calculations
with observations of open clusters, we have to
transform Teff to observed colors, (B-V) etc.,
and bolometric luminosities lg L/LSun and
magnitudes Mbol to absolute magnitudes MV etc. in
UBV broad-band photometric system (or others)
11- Important and necessary step the empirical (or
semi-empirical) calibration of color-temperature
and bolometric correction-temperature
relations from data of spectroscopically
well-studied stars of - (a) different colors
- (b) different chemical compositions
- (c) different luminosities
- with accurately measured spectral energy
distributions (SED), - or calibration based on the principles of the
synthetic photometry
12Bolometric magnitudes and bolometric corrections
- Bolometric Magnitude, Mbol, specifies total
energy output of the star (to some constant) - Bolometric Correction, BCV, is defined as the
correction to V magnitude
gt1
BCV 0
By definition, Mbol MV BCV
13Example BCV vs lg Teff unique relation for all
luminosities
From P.Flower (ApJ V.469, P.355, 1996)
14- Note Maximum BCV 0 at lgTeff3.8-4.0 (for F3-F5
stars), when maximum of SED coincides with the
maximum of V-band sensitivity curve - Obviously, the bolometric corrections can be
calculated to the absolute magnitude defined in
each band
15- For modern color-temperature and BC-temperature
calibrations see papers by - P. Flower (ApJ V.469, P.355, 1996)
- lgTeff - BCV (B-V) from observations
- T. Lejeune et al. (AAS V.130, P.65, 1998)
- Multicolor synthetic-photometry approach
- lgTeffBCV(U-B)-(B-V)-(V-I)-(V-K)--(K-L),
- for dwarf and giants with Fe/H1-3
- (with step 0.5 in Fe/H)
16- lgTeff (B-V)
- for different luminosities based on observations
- (from P.Flower, ApJ V.469, P.355, 1996)
- Shifted down by ? lgTeff 0.3 relative to next
more luminous class for the sake of convenience
17- T.Lejeune et al. (AAS V.130, P.65, 1998)
- Colors from UV to NIR vs Teff (theory and
empirical corrections)
18- Before HIPPARCOS mission, astronomers used Hyades
convergent-point distance as most reliable
zero-point of the ZAMS calibration and the base
of the distance scale of all open clusters - Recently, the situation has changed, but Hyades,
along with other 10 well-studied nearby open
clusters, still play important role in the
calibration of isochrones via their accurate
distances
19Revised HIPPARCOS parallaxes of nearby open
clusters (van Leeuwen, 2007)
20Pleiades problem HST gives smaller parallax (by
8) ?MHp -0.17m
- Combined MHp (V-I) HRD for 8 nearby open
clusters constructed by revised HIPPARCOS
parallaxes of individual stars (from van Leeuwen,
2007) and corrected for small light extinction - Hyades MS shift (red squares) is due to
- Larger Fe/H
- Larger age 650 Myr
- Bottom envelope (----) can be treated as an
observed ZAMS
MHp
(V-I)
21- (a) Observed ZAMS (in absolute magnitudes) can be
derived as the bottom envelope of composite CMD,
constructed for well-studied open clusters of
different ages but similar chemical composition - (b) Isochrones of different ages are appended to
ZAMS and calibrated
22Primary empirical calibration of the Hyades MS
isochrone for different colors, by HIPPARCOS
parallaxes(M.Pinsonneault et al. ApJ V.600,
P.946, 2004)
Solid line theoretical isochrone with Lejeune et
al. (AAS V.130, P.65, 1998) color-temperature
calibrations
MV
23ZAMS and Hyades isochrones sensitivity to the
age for 650100 Myr (from Y.Lebreton, 2001)
- Fitting color of the turn-off point
ZAMS
24- Best library of isochrones recommended to
calculate cluster distances, ages and
extinctions - L.Girardi et al. Theoretical isochrones in
several photometric systems I. (AA V.391, P.195,
2002) - Theoretical background
- (a) Evolution tracks calculations for different
initial stellar masses (0.15-7MSun) and
metallicities (-2.50.5) (also including
a-element enhanced models and overshooting) - (b) Synthetic spectra by Kurucz ATLAS9
- (c) Synthetic photometry (bolometric corrections
and color-temperature relations) calibrated by
well-studied spectroscopic standards
25- L.Girardi et al. Theoretical isochrones in
several photometric systems I. (AA V.391, P.195,
2002) - Distribution of spectra in Padova library on lg
Teff lg g plane for Fe/H from -2.5 to 0.5 - Wide variety of stellar models, from giants to
dwarfs and from hot to cool stars, to compare
with observations in a set of popular photometric
bands - UBVRIJHK (Johnson-Cousins-Glass), WFPC2 (HST),
Giants
26- Ages of open clusters vary from few Myr to 8-10
Gyr, age of the disk - For most clusters, Fe/H varies approximately
from -0.5 to 0.5 - Necessary step in the distance and age
determination account for differences in
metallicity (Fe/H or Z)
27Metallicity effects on isochronesmodelling
variables, Mbol - Teff
Turn-off point
28Metallicity effects on isochrones optics
Turn-off point
29Metallicity effects on isochrones NIR
Turn-off point
30- The corrections ?M and ?CI (CI Color Index) vs
?Fe/H or ?Z to isochrones, taken for solar
abundance, can be found either - from theoretical calculations,
- or empirically, by comparing multicolor
photometric data for clusters with different
abundances and with very accurate trigonometric
distances
31- Metallicity differences can be taken into account
by - (a) Adding the corrections to absolute magnitudes
?M and to colors ?CI to ZAMS and isochrone of
solar composition. These corrections can follow
both from observations and theory. - (b) Direct fitting of observed CMD by ZAMS and
isochrone of the appropriate Z now most common
used technique - These methods are completely equivalent
32- Ideally, we should estimate Fe/H (or Z) prior
to fitting CMD by isochrones - If it is not the case, systematic errors in
distances (again errors!) may result - Open question differences in Helium content (Y).
Theoretically, can play important role. As a
rule, evolutionary tracks and isochrones of solar
Helium abundance (Y0.27-0.29) are used
33- L.Girardi et al. (2002) database on isochrones
and evolutionary tracks is of great value it
provides us with ready-to-use multicolor
isochrones for a large variety of the parameters
involved (age, Fe/H, a/Fe, convection,)
34- Example Normalized transmission curves for two
realizations of popular UBVRIJHK systems as
compared to SED (spectral energy distributions)
of some stars (from L.Girardi et al., 2002) - See next slides for ZAMS and some isochrones
350.1
1
10 Gyr
- Theoretical isochrones (color - MV magnitude
diagrams) for solar composition (Z0.019) and
cluster ages 0.1 Gyr, 1 Gyr and 10 Gyr (L.Girardi
et al., 2002, green solid lines)
360.1
1
What are fancy shapes !
1 Gyr
- Theoretical isochrones (NIR color-magnitude
diagrams) for solar composition (Z0.019) and
cluster ages 0.1 Gyr, 1 Gyr and 10 Gyr (L.Girardi
et al., 2002, green solid lines)
37Girardi et al. isochrones in modelling
variablesMbol lg Teff (more detailed age grid)
ZAMS
38Optics NIR
ZAMS
- The same but for standard multicolor system
ZAMS
39How estimate age, extinction and the
distance?1st variant
- (a) Calculate color-excess CE for cluster stars
on two-color diagram like (U-B) (B-V).
Statistically more accurate than for single star.
Highly desirable to use a set of two-color
diagrams as (U-B) (B-V) and (B-V) (V-I) etc.,
to reduce statistical and systematical errors
40How estimate age, extinction and the
distance?1st variant
- (b) If necessary, add corrections for Fe/H
differences to ZAMS and isochrones family,
constructed for solar abundance - (c) Shift observed CMD horizontally, the offset
being equal to the color-excess found at (a)
step, and then vertically, by ?M, to fit proper
ZAMS isochrone, i.e. cluster turn-off point.
Calculate true distance modulus as (V-MV)0 ?V -
RVE(B-V) - (for V(B-V) CMD)
41How estimate age, extinction and the
distance?2nd variant
- (a) If necessary, add corrections for Fe/H
differences to ZAMS and isochrones family,
constructed for solar metallicity - (b) Match observed cluster CMD (color-magnitude
diagram) to ZAMS and isochrone trying to fit
cluster turn-off point - (c) Calculate horizontal and vertical offsets
- H ? (color) CE (color excess)
- V (m-M) (m-M)0 R CE
- (m-M)0 true distance modulus
42How estimate age, extinction and the
distance?2nd variant
- (d) Make the same procedure for all available
observations in other photometric bands - (e) Compare all (m-M)0 and CE ratios. For MS
fitting performed properly, - distances will be in general agreement,
- CE ratios will be in agreement with accepted
standard extinction law
You can start writing paper !
43MS-fitting example Pleiades, good case
Magnitudes offset gives ?V(V-MV)0RVE(B-V) ? (
m-M)0 5.60 E(B-V)0.04 lg (age) 8.00
ZAMS
G.Meynet et al. (AAS V.98, P.477, 1993) Geneva
isochrones
44Young distant cluster, good case
(m-M)012.55 E(B-V)0.38 lg (age)7.15
G.Meynet et al. (AAS V.98, P.477, 1993) Geneva
isochrones
45h Per cluster
(m-M)013.65 E(B-V)0.56 lg (age)7.15
RSG (Red Super- Giants)
G.Meynet et al. (AAS V.98, P.477, 1993) Geneva
isochrones
46RSG
(m-M)012.10 E(B-V)0.32 lg (age)8.22
G.Meynet et al. (AAS V.98, P.477, 1993) Geneva
isochrones
47Older and older
(m-M)07.88 E(B-V)0.02 lg (age)9.25
G.Meynet et al. (AAS V.98, P.477, 1993) Geneva
isochrones
48Very old open cluster, M67
(m-M)09.60 E(B-V)0.03 lg (age)9.60
G.Meynet et al. (AAS V.98, P.477, 1993) Geneva
isochrones
49Optical data D.An et al. (ApJ V.671, P.1640,
2007)(Some open clusters populated with Cepheid
variables)
50The same, NIR data D.An et al. (ApJ V.671,
P.1640, 2007)
51- New parameters of open clusters populated with
Cepheid variables (from D.An et al., 2007) - The consequences for calibration of the Cepheids
luminosities will be considered later
52- Important note Open cluster field is often
contaminated by large amount of foreground and
background stars, nearby as well as more distant
non-members - Prior to MS-fitting it is urgently recommended
to clean CMD for field stars contribution, say,
by selecting stars with similar proper motions on
µx - µy vector-point diagram - (kinematic selection reason
- small velocity dispersion)
Field stars Cluster stars
53MS-fitting accuracy(best case, multicolor
photometry)(D.An et al ApJ V.655, P.233, 2007)
- Random error of MS-fitting
- with spectroscopic Fe/H d(m-M)0 0.02m, i.e
1 in the distance - Systematic errors due to uncertainties of
calibrations, Fe/H and a-elements, field
contamination and contribution of unresolved
binaries - d(m-M)0 0.04-0.06m, i.e. 2-4 in the distance
- Uncertainties of Helium abundance may result in
even larger systematic errors
54- For distant clusters, with CMD contaminated by
foreground/background stars, and uncertainties in
Fe/H, errors may increase to - ?(m-M)00.1m(random) 0.2m(systematic)
- Typical distance accuracy of remote open
clusters is 10-15
55- Isochrones fitting is equally applicable to
globular clusters, but this is not the only
method of the distance estimates - Good idea to use additional horizontal branch
luminosity - indicators, including
- RR Lyrae variables
- (with nearly constant
- luminosity, see later)
RR Lyrae
BHB (EHB)
TP
56- D.An et al. (arXiv0808.0001v1)
- Isochrones (MS giant branch) for globular
clusters of different Fe/H in (u g r i z)
photometric bands (SDSS)
more metal-deficient
u 3551Ã… g 4686Ã… r 6165Ã… i 7481Ã… z 8931Ã…
Ã…
57Isochrones fitting example M92 Age step 2 Gyr
Theoretical background of this method is
quite straightforward Galactic Globular
Clusters are distant objects and very difficult
to study, even with HST Reliable photometric
data exist mostly for brightest stars Horizontal
Branch, Red Giant Branch and SubGiants
58- CMD for selected galactic globular clusters (HST
observations of 74 GGC G.Piotto et al., AA
V.391, P.945, 2002) - Bad cases for MS-fitting (except NGC 6397)
59- For CMDs of globular clusters, without pronounced
Main Sequence, there are other methods of age
estimates, based on - magnitude difference between Horizontal Branch
and Turn-Off Point (vertical method) - color difference between Turn-Off Point and Giant
Granch (horizontal method)
60- Illustration of the vertical and horizontal
methods of age estimates of globular clusters - M.Salaris
- S.Cassisi,
- Evolution of stars
- and stellar
- populations
- (J.Wiley
- Sons, 2005)
61- Horizontal
- method
- calibrations
- Color offset
- vs Fe/H
- for different
- ages
Gyr
Gyr
Gyr
Gyr
62- Vertical method calibrations magnitude
difference vs Fe/H for different ages
Gyr
63- In some cases isochrone fitting fails to give
unique result because of multiple stellar
populations found in most massive galactic and
extragalactic globular clusters (?
Cen L.Bedin et al., ApJ V.605, L125, 2004 NGC
1806 NGC 1846 in LMC A.Milone et al.,
arXiv0810.2558v1)
64? Cen
Multiple populations ? He abundance differences ?
NGC 1806 (LMC)
65Chapter Six
66Astronomical background
- Statistical parallaxes provides very powerful
tool used to refine luminosity calibrations of
secondary standard candles, such as RR Lyrae
variables, Cepheids, bright stars of constant
luminosity, and isochrones applied for
main-sequence fitting - Statistical parallax technique involves space
velocities of uniform sample of objects at
first glance, it sounds as strange and unusual
67Main idea
- To match the tangential velocities (VT
k r µ, proportional to distance scale of the
sample of studied stars) and radial velocities VR
(independent on the distance scale), under
three-dimensional normal (ellipsoidal)
distribution of the residual velocities
VTk r µ
VR
Sun
r
68 If all accepted distances are systematically
larger (shorter) than true distances, then
overestimated (underestimated) tangential
velocities will generally distort the ellipsoidal
distribution of residual velocities, and the
velocity ellipsoids will look like
69 instead of being alike and pointed to the
galactic center
70- One of the first attempts to calculate
statistical parallax of stars has been made by
E.Pavlovskaya in the paper entitled Mean
absolute magnitude and the kinematics of RR Lyrae
stars (Variable Stars V.9, P.349, 1953) - Her estimate ltMVgtRR 0.6m was widely used and
kept before early 1980th and even recently,
differ only slightly on modern value for
metal-deficient RR Lyrae (0.75m)
71- First rigorous formulation of modern statistical
parallax technique have been done by - S.Clube, J.Dawe in Statistical Parallaxes and
the Fundamental Distance Scale-I II (MNRAS
V.190, P.575 P.591, 1980) - C.A.Murray in his book Vectorial Astrometry
(Bristol Adam Hilger, 1983)
72- Modern (3D) formulation of the statistical
parallax technique enables - (a) To refine the accepted distance scale and
absolute magnitude calibration used - (b) To take into account all observational errors
- (c) To calculate full set of kinematical
parameters of a given uniform stellar sample
(space velocity of the Sun, rotation curve or
other systemic velocity field, velocity
dispersion etc.) - Advanced matrix algebra is required, so
- only brief description follows
73- Detailed description of the 3D statistical
parallax technique can be found only in
A.Rastorguevs (2002) electronic textbook in - http//www.astronet.ru/db/msg/1172553
- The application of the maximum-likelyhood
technique to the determination of the Milky Way
rotation curve and the kinematical parameters and
distance scale of the galactic populations - (in russian)
74- Photometric distances are calculated by stars
apparent and absolute magnitudes. Absolute
magnitudes are affected by random and systematic
errors. The last can be treated as systematic
offset of distance scale used, ?M. - Statistical parallax technique distinguishes
- expected distance re, calculated by accepted
mean absolute magnitude of the sample (after
luminosity calibration) - refined distance r, calculated by refined mean
absolute magnitude of the sample (after
application of statistical parallax technique) - true distance rt, appropriate to true absolute
magnitude of the star (generally unknown).
75Toy distribution of accepted and refined
absolute magnitudes
?MV
Refined mean
Expected mean
True MV
- Excpected and refined absolute magnitudes
(distances) differ due to systematic offset of
the absolute magnitude, ?MV, just what we have to
found - True and refined absolute magnitudes differ due
to random factors (chemistry, stellar rotation,
extinction, age etc.). Random scatter can be
described in terms of absolute magnitude standard
(rms) variance, sM
76Kinematic model of the stellar sample
- Four components of 3D-velocity
- Local sample motion relative the Sun, V0
- Systematic motion, including differential
rotation and noncircular motions, unified by the
vector VSYS - Ellipsoidal (3D-Gaussian) distribution of true
residual velocities, manifested by stars random
velocity vector ? - Errors in radial velocity and proper motions
77- Difference between observed space velocity and
that predicted by the kinematical model is
expected to have 3D-Gaussian distribution as - where calculates for expected distance,
re - and L is 3x3 covariance tensor for difference
L lt?V?V Tgt, T transposition sign
Vloc (re) is what we measure !
78- Vloc(re) is defined in the local astrocentric
coordinate system (see picture) via - VR radial velocity, independent on distance re
- Vl kre µl velocity on the galactic longitude
- Vb kre µb velocity on the galactic latitude
Vb
VR
Vl
re
Galactic disk
Sun
79After some advanced algebra
Covariance tensor
Observed errors
Ellipsoidal distribution
Systematic motion (a) relative to the Sun and
(b) rotation
where
80Individual velocities of all stars are
independent on each other in this case full
(N-body) distribution function is the product of
N individual functions f,
- where N is the number of stars, A is the
vector of unknown parameters to be found.
Maximum Likelihood principle states that observed
set of velocity differences is most probable of
all possible sets. The set of parameters, A, is
calculated under assumption that F reaches its
maximum (or minimum, for maximum-likelihood
function LF )
81For 3D-Gaussian distributions functions f, LF can
be written as a function of A
- Here L is matrix determinant, L-1 is
inverse matrix. By minimizing LF by A, we
calculate all important parameters A, for
example
82Robust statistical parallax methodapplied to
local disk populations
- Astronomical background
- A, Oort constant, derived from proper motions
alone, depends on the distance scale used,
whereas A, derived only from radial velocities,
do not depend on the distances - As a result, scale factor can be estimated by
requirement that both A values are equal to each
other
83Local Oorts approximation
Differential rotation contribution to space
velocity components in local approximation
r ltlt R0 (or RP R0 ltlt R0 )
To first order by the ratio r/R0 in the
expansion for the angular velocity
84Differential rotation effect to radial velocity
Vr
From 1st Bottlinger equation (for radial velocity)
calculate contribution of the differential
rotation to Vr
Linearity on r, double wave on l
A Oorts constant (definition)
85Differential rotation effect to tangential
velocity Vl
From 2nd Bottlinger equation (for velocity on l)
calculate contribution of the differential
rotation to Vl
Linearity on r, double wave on l
86Oort constant A and the refinement of the
distance scale
A0Vr depends on the distance scale A0Vr p -1
(decreases with increasing distances)
A0µl do not depend on the distance scale, A0µl
const
The requirement A0Vr (p) A0µl robust method
of the adjusting the scale factor p
87Illustration of the robust technique
AVr
Optimal value of the scale factor
Aµl
88F.A.Q. How the corrections to absolute magnitudes
are affected by the
- (a) Shape of the velocity distribution (deviation
from expected 3D-Gaussian form) - (b) Vertex deviation of the velocity ellipsoid
(velocity-position correlations) - (c) Misestimates of the observation errors
- (d) Non-uniform space distribution of stars
- (e) Sample size
- (f) Malmquist bias (excess of intrinsically
bright stars in the magnitude-limited stellar
sample) - (g) Interstellar extinction
- (h) Misidentification of stellar populations
89- Possible factors of systematic offsets have been
analyzed by P.Popowski A.Gould in the papers
Systematics of RR Lyrae statistical parallax.
I-III (ApJ V.506, P.259, P.271, 1998 ApJ V.508,
P.844, 1998) (a) analytically and (b) by
Monte-Carlo simulations, and applied to the
sample of RR Lyrae variables
90P.Popowski A.Gould (1998)
- Statistical parallax method is extremely
robust and insensitive to several different
categories of systematic effects - statistical errors are dominated by the size
of the stellar sample - sensitive to systematic errors in the observed
data - Malmquist bias should be taken into account
prior to calculations
91- To eliminate the effects due to non-uniformity of
the sample, bimodal versions of the statistical
parallax method can be used (A.Rastorguev,
A.Dambis M.Zabolotskikh The Three-Dimensional
Universe with GAIA, ESA SP-576, P.707, 2005) - Example RR Lyrae sample of halo and thick disk
stars
92- Statistical parallax technique is considered as
the absolute method of the distance scale
calibration, though it exploits prior information
on the adequate kinematic model of the sample
studied - After HIPPARCOS, luminosities and distance scales
of RR Lyrae stars, Cepheids and young open
clusters have been analyzed by the statistical
parallax technique