הפקולטה למדעים מדויקים RAYMOND AND BEVERLY SACKLER "ע ש ריימונד ובברלי סאקלר FACULTY OF EXACT SCIENCES בית הספר לפיסיקה ול אסטרונומיה SCHOOL OF PHYSICS & ASTRONOMY
SEARCH FOR PLANETS IN ECLIPSING BINARY SYSTEMS
Submitted towards the degree "Doctor of Philosophy"
by
Aviv Ofir
The research was carried out under the supervision of Prof. Artie Hatzes (TLS, Germany) and Prof. Sara Beck
Submitted to the Senate of Tel Aviv University December 2010
This is my quest, to follow the star
No matter how hopeless, no matter how far
To fight for the right, without question or pause
To be willing to march into hell for a heavenly cause
And I know, if I'll only be true to the glorious quest
That my heart lies peaceful and calm
When I'm laid to my rest
And the world will be better for this
That one man scorned and covered with scars
Still strove with his last dance of courage
To reach the unreachable star
Extract from: "The Impossible Dream" by Mitch Leigh and Joe Darion With special credit to performance by Carter USM
− I − − II − Abstract
Bound binary stars are one of the most common environments in the Galaxy. Studying planet formation and evolution without including the formation and evolution of planets in binary star systems is surely incomplete. Planets are already known to readily form in wide binaries despite serious observational biases against such detections: at least 17% of the known exoplanets are known to revolve around one component of a wide binary. On the other hand, planet formation in tight binaries remain poorly constrained. This research program aimed to fill-in observational data on these types of systems.
Planetary transits surveys, both ground- and space- based, collect huge amounts of photometric data that also include many eclipsing binaries (EBs). Since planets in EB systems are expected to be (at least initially) co-planar with the host binary, I used the alignment of EBs with the line of sight (by their pre-selection as eclipsing) to enhance the geometrical probability of planets in the system to transit any of the binary components.
I used photometric data mainly from the CoRoT space mission. I started from the raw photometry and de-trended it to remove all sources of systematic noise. I elaborate on a special technique developed during this work called "SARS" that allowed me to clean the data enough to detect many transit-like signals in the data that were not previously detected. For variable stars, like EBs, I show how to de-trend the data while not removing the intrinsic variability. I also describe a novel searching algorithm developed during this work called "CB-BLS" to look for planets in the EB systems using the refined data. All this allows me to search for planets in almost every possible configuration: transiting planets around either or both components, non-transiting planets around both components, transiting planets in background objects, and – as a (very successful) by-product – improved searches for "regular" transiting planets around single stars.
In this thesis I present the first significant results of the research program, including the detection of four transiting planets, a transiting brown dwarf, and the detection of background and eclipse timing signals. Those are just preliminary results: this research program will extend beyond the scope of this thesis and into my future postdoc, so that by the end of the program I will be able to empirically compare planet formation rate in close binaries to that of planets around single stars, thus providing a significant constraint to theories of star and planet formation, one that does not exist today.
− III − Acknowledgements
Some parts of these studies were not easy on me, not at all. For this reason completing this PhD thesis gives me great satisfaction. However, I myself could not rise to this challenge on my own, and I thank the following for making this possible:
First and foremost – my dearest, my wife Michaela : in great storms you were my anchor, in great darkness you were my light. When I wanted you gave me space, and when I needed you gave me a hug. This could not have possibly succeeded without you. "Thank you" can't quite say it, so I plan to spend the rest of my life with you to try to find the way that does.
I wish to thank my advisors - prof. Artie Hatzes and prof. Sara Beck : Artie : thank you for your warm and positive attitude, for showing uncommon trust and openness, for your time and efforts. Thank you for allowing me to work with you. Sara : thank you for making possible for me – yet again – to explore the science question I find the most intriguing, even if means confusing bureaucracy and venturing out of the TAU faculty.
I wish to thank my main collaborators during this thesis - the CoRoT Exoplanets Science Team in general, and the CoRoT detection team in particular. Special thanks are due to Eike Gunther , Pierre Barge , Hans Deeg and Claud Lacy who played pivotal roles in my entry into these wonderfully collaborative teams.
Last, but certainly not least – my family: quite literally, I really couldn't reach this point in my life without you. Thank you Mom for your love, time and encouragement. Thank you Dad and Rivka for your support, knowledge and faith in me.
I hope that making you all proud is the best way of saying thank you, from the bottom of my heart.
− IV − Table of Contents
ABSTRACT ...... III ACKNOWLEDGEMENTS ...... IV TABLE OF CONTENTS ...... V
PART 1: INTRODUCTION TO PUBLISHED PAPERS ...... 1
1. EXOPLANETS AROUND SINGLE STARS ...... 2 1.1. PRIMER ON EXOPLANETS THEORY ...... 2 1.2. INPUT DATA ...... 6 1.3. DETECTION TECHNIQUES ...... 7 1.3.1. RADIAL VELOCITY (RV)...... 7 1.3.2. TRANSITS ...... 8 1.3.3. MICROLENSING ...... 11 1.3.4. DIRECT IMAGING ...... 13 1.3.5. TIMING VARIATIONS ...... 17 1.3.6. ASTROMETRY ...... 17 1.4. CHARACTERIZATION OF EXOPLANETS ...... 19 1.4.1. HIGH -PRECISION PHOTOMETRY ...... 20 1.4.2. SPECTRA OF EXOPLANETS ...... 25 1.4.3. THE ROSSITER -MCLAUGHLIN (RM) EFFECT ...... 26 2. EXOPLANETS AND BINARY STARS ...... 27 2.1. PRELUDE ...... 27 2.1.1 . DEFINITIONS AND BIASES ...... 27 2.1.2. MOTIVATION : WHAT CAN BE LEARNED FROM PLANETS IN BINARIES ? ...... 28 2.2 . PREVIOUS STUDIES ...... 30 2.2.1 . THEORETICAL STUDIES ...... 30 2.2.2 . OBSERVATIONAL STUDIES ...... 31 2.3 . LOOKING FOR PLANETS IN BINARIES IN THIS STUDY ...... 34 2.3.1 . DE-TRENDING ...... 34 2.3.2 . S-TYPE ORBIT ...... 36 2.3.3 . P-TYPE ORBIT ...... 36 2.3.3.1 . MODELING ...... 36 2.3.3.2 . TRANSIT DETECTION – CIRCULAR ORBIT ...... 37 2.3.3.3 . TRANSIT DETECTION – ECCENTRIC ORBIT ...... 38 2.3.3.4 . ECLIPSE TIMING ...... 41 2.3.4 . BACKGROUND OBJECTS ...... 42 2.4. SERENDIPITOUS DISCOVERY ...... 43
PART 2: THE PAPERS...... 45
PART 3: CONCLUSIONS ...... 69
1. SUMMARY ...... 70 2. CURRENT STATUS AND FUTURE DEVELOPMENT ...... 71 3. REFERENCES ...... 72 4. TABLE OF ACRONYMS ...... 76
− V −
− VI −
Part 1: Introduction To Published Papers
− 1 − This thesis is based on the papers in Part 2. These papers are enumerated differently than other references: by a hash (#) symbol with a bibliographic list of these references given in Part 2. The entire Part 1 is meant to serve as an overview of the field of exoplanets, emphasizing observations as this thesis is observational. In the later sections of Part 1 I will arrive at the problems I dealt with during the thesis, now in the proper context of the preceding text, helping to understand Part 2 as a part of one coherent research program, before concluding in Part 3.
1. Exoplanets Around Single Stars
1.1. Primer on Exoplanets Theory
Below I briefly describe the major theoretical chapters of the young science of Exoplanets, along the thread of mutual influence of the theoretical and observational efforts. It is thus dotted with references to observational techniques elaborated on latter in the text, as observations in general – and planetary transits in particular – are the focus of this work.
The classical, Solar-system focused, theory for planet formation suggested that giant planets can only form and grow beyond the so-called "ice line" (where conditions in the protoplanetary disk allow for water to condensate). Since the "ice-line" of the early solar system fell between Mars and Jupiter (Pollack et al. 1996) it nicely explained the stark contrast between the inner-and-small versus the outer-and-giant planets in the Solar System. However, the very first widely-accepted 1 extrasolar planet discovered around a sun-like star (51 Peg b [Mayor & Queloz 1995]) was, very surprisingly, a gas giant very close to its star. This called for a major revision of the then-current planetary formation theories and (among other things) a new major process was introduced: planetary migration. Thus, according to current theories (e.g., Alibert et al. 2005) giant planets still form beyond the ice line, but then migrate inwards (through interaction with the protoplanetary disk and/or other planetesimals) to their observed positions.
With the picture of planets moving substantial distances during formation in mind, it was not surprising to find planetary systems with very different dynamical history than the relatively placid Solar System environment. Indeed, just from the very basic quantities available from radial velocity (hereafter RV, and see § 1.3.1) one can see that the known exoplanets have a
1 HD 114762b is a planet candidate with a minimum mass of 11 M J and a period of 83d that was discovered much earlier than 51 Peg (Latham et al. 1989). However, it was so different from everything what was known at the time that only later was it widely accepted as a planet candidate.
− 2 − bi-modal period distribution (with peaks around 3 days, and 1-2 years, see Figure 1). Also, RV revealed that significantly eccentric orbits are the rule and circular orbits are the exception, and mean-motion resonances between planets are common (more below). The cause of these observed phenomena are the interactions of the young planets with their protoplanetary disk and/or other planetesimals, so the details of these interactions dictate the resultant planetary architecture and thus the relevant theories can be put to test.
Figure 1. The distribution of periods of all known exoplanets as of mid-2011 (logarithmic period scale). Note the bimodal distribution with peaks at about ~3d and 1-2yr. Source: The Extrasolar Planets Encyclopedia (http://exoplanet.eu)
A mean motion resonance (MMR) can happen between several objects orbiting the same primary if they periodically interact gravitationally strongly enough to alter each other's orbit. This usually happens when the ratio of their orbital periods can be expressed by small integers. These interactions can lead, in the long run, to both stable and unstable systems. MMRs exist in the Solar System too: the most famous of them is the triple MMR of three of the Jovian moons: the orbital periods of Io, Europa, and Ganymede have a relative ratio of 1:2:4. MMRs are important because if indeed exoplanets move substantial distances during their formation, then they are all but expected to reach one of these MMRs along their track - and they are more likely to stay in such stable and resonant configurations. Indeed, a significant fraction of the multi-planet systems known are found in MMRs (Correia et al . 2009 and references therein). MMRs are significant also because they amplify greatly the gravitational interaction between planets, allowing for deeper insight into these systems (e.g., through transit timing variations - e.g. see Holman & Murray 2005, Holman et al . 2010 and § 1.4.1).
One of the main drivers behind the current work is the appreciation that many (most?) stars are gravitationally bound to other stellar objects (Abt & Levy 1976). The presence of a distant massive companion affects the formation process, and thus from the differences between
− 3 − planets in binaries and planets around single stars one can probe the formation process. For example, one of the effects of the distant companion is the Kozai mechanism: It is widely known that if a third body is misaligned with the central binary, it can cause the orbital plane of the latter to precess. Kozai (1962) showed that there is also a critical angle ic such that if iinitial is between i c and 180º−ic, then the orbit of the inner binary cannot remain circular as it precesses: both the eccentricity of the inner binary ein and the mutual inclination i execute periodic oscillations known as Kozai cycles. Kozai oscillations are thought contribute to the observed population of planets with mis-alignment between the planetary orbit and stellar spin (detected through the Rossiter-McLaughlin effect, see § 1.4.1).
Of the total of >550 known exoplanets, there is a special subgroup of about ~140 exoplanets that allow for a much more detailed examination: transiting exoplanets 2. I elaborate on the transit technique in section § 1.3.2, but here is the place to note that transiting planets allow for a multitude of characterization studies of the planets, well beyond the simple detection of orbital parameters usually allowed for non-transiting planets. These studies allow for much more detailed comparison between observations and theory of exoplanets, in subjects ranging from formation and evolution to structure and composition.
1) First and foremost, by combining the planetary radius and mass one can compute the mean density of the planet, which is a first proxy to its composition. Indeed, planets are found to have remarkably different compositions: from planets that are almost as dense as lead (e.g, WASP-18b at 10 g/cc, Hellier et al . 2009) to planets that have the mean density of Styrofoam (e.g. Kepler-7b at 0.166 g/cc, Latham et al . 2010). These differences have lead to models in which some planets have significant cores made of heavy metals (HD 149026b, Sato et al. 2005), other planets, like WASP-17b (Anderson et al . 2010), can't possibly have significant cores, and still other planets probably contain large amounts of exotic states of matter like supercritical ice (GJ 1214b, Charbonneau et al . 2009).
2) When multi-transiting systems are detected, one may be able to measure the k2b (tidal Love number) of the planets from their mutual interaction (Batygin et al . 2009). Since both the structure of individual planets, as well as the distributions of planet's compositions, can be inferred from theory these observational efforts are very important.
2 The transiting planets subgroup will probably grow dramatically in the near future: Borucki et al . (2011) reported that the Kepler mission found no less than 1235 candidates of transiting planets, most of them relatively small, with radii smaller than half of that of Jupiter. These candidates are currently undergoing follow up observations to determine their nature.
− 4 − 3) By studying the RV "anomaly" known as the Rossiter-McLaughlin effect during a transit (Rossiter 1924 and McLaughlin 1924 – see § 1.4.1) one can learn about the alignment (or mis-alignment) between the planetary orbit- and stellar spin- axes. As mentioned earlier, this may shed light on formation/evolution mechanisms such as Kozai oscillations. 4) By measuring the exact time of consecutive transits one may be able to detect other, non-transiting planets in the system (e.g. Holman & Murray 2005). 5) By looking at the infra-red secondary eclipse one can measure the flux coming from the day-side face of the planet , which, when combined with the known radius of the planet, allows for inference of the temperature on that part of the planet. This, in turn, allows one to find just how efficient is the heat re-distribution from the day side to the night side, which is probably done through major winds systems on the planet (Knutson et al . 2007a). 6) By measuring the flux coming from the planet during its full orbit (and not just during transit) one can reconstruct longitudinal map of the planet (!) (Knutson et al . 2007a). 7) Transmission spectroscopy of the planetary atmosphere can be achieved by realizing that the upper few scale heights of the planetary atmosphere are rarefied enough to not be completely opaque. Light from the host star passes through these atmospheric layers is absorbed, at wavelengths depending on the atmospheric composition. Thus, by looking at the differences between spectra taken in- and out- of transit one can actually measure the composition of the upper planetary atmosphere (e.g. Vidal- Madjar et al . 2003). 8) Similarly, by taking spectra in- and out- of secondary eclipse, especially in the infra- red, one can measure the emission spectrum of the planet (more in § 1.4.2).
All that (and more) is possible without resolving the planet at all because of the serendipitous geometry of transits. All these studies allow a wide array of theoretical predictions: from orbital dynamic studies to planetary structure to atmospheric composition to global wind and aerosols patterns under extreme conditions. And, these models can be tested.
While this work is more focused on the most successful planet detection techniques to date – namely RV (§ 1.3.1) and transits (§ 1.3.2) – detection of exoplanets can also be done with several other techniques, each with its unique parameters set, advantages and challenges, which are summarized below: microlensing (see § 1.3.3), direct imaging (§ 1.3.4) timing variations (§ 1.3.5) and astrometry (§ 1.3.6).
− 5 − 1.2. Input Data
The raw input for this research program can be divided to two main categories: ground-based and space-based:
Space-based photometry: The primary input for the research program was light curves from the CoRoT space-based transit search (Baglin et al . 2006). These very high quality, up to 150d long uninterrupted light curves, are the best photometric dataset publicly available today combining high precision and long duration of observations. In addition, very recently the light curves from the early part of the Kepler space-based transit search (Borucki et al . 2003) became available. The Kepler data is of even higher precision – but currently only 43 days of data are publicly available.
Ground-based photometry: I used relatively little ground-based data; only the TrES Lyr1 field 3 (from the now-closed TrES survey [Alonso et al . 2004]) and some open-literature high- quality eclipsing binaries (EBs) collected for their study as EBs (and not in a transit survey). These have the added benefit of being already fully modeled. There are, however, much larger databases out there. For example, the major ground-based transit surveys in operation: SuperWASP, HATNet, OGLE, XO and MEarth (Pollacco et al . 2006, Bakos et al . 2004, Udalski 2003 McCullough et al. 2006 and Irwin et al . 2009, respectively) and a few more are planned (e.g. ASTEP [Crouzet et al . 2010]). Much of the data of these surveys are proprietary and unavailable, (the open OGLE data being a notable exception to the rule) but this is changing as each survey finishes its work on some of the earlier data. For example, SuperWASP 4 , HATNet 3 and XO 3 have all recently opened their early-years archive. Moreover, the entire TEP photometry of CM Dra (Deeg 2008) as well as the SuperWASP fields of exoplanets WASP-1 and WASP-2 (Collier Cameron 2008), the USNW data of fields R1 and R2 (Christiansen 2008) and the MMT deep survey of M37 (Hartman 2008) were all made available to me upon request. In short, a lot of ground based photometry is available.
3 Available on the NASA NStED website: http://nsted.ipac.caltech.edu 4 SuperWASP public archive: http://www.wasp.le.ac.uk/public/
− 6 − 1.3. Detection techniques
Simply taking pictures of extrasolar planets – and especially Earth-like planets – is very difficult: such planets are very close to their host star (a planet 1 AU from its host star at a nearby distance of 10 pc is only 0.1 arcsec from it on the sky), and they are extremely faint relative to their host star (for Rp<< a the visible flux is roughly:
surface of planetary disk πR2 ≈ p which is less than 10 -9 that of the star). This is often 2 surface of orbit -size sphere 4πa likened to trying to spot a firefly sitting right next to a large searchlight from many kilometers away. Despite these challenges, humans have a strong desire not just to detect such planets, but to also characterize them. Fortunately, direct imaging is not the only detection technique and there are several avenues for both detection and characterization, with a recurring (and expected) phenomenon in all techniques: every higher precision level allows for not only lower error bars on the observables, but also for new observables to become significant. In section § 1.2 I first discuss the first-order approximation of each technique, that allow one to simply detect the presence of a sub-stellar companion to the host, while in § 1.4 I elaborate on the higher-order terms of some of these techniques that allow us to gain further insight to the nature of the planet.
1.3.1. Radial Velocity (RV)
The use of the Doppler Effect to extract the RV from spectra of stellar objects (such as binaries) is known for well over a century. Struve (1952) was the first to propose to look for exoplanets using this technique, Figure 2 As the (unseen) planet but real detection had to wait untill technology caught moves around the center of mass in a large orbit, the host star wobbles up, and allowed the detection of RV variations with with a tiny orbital radius – usually smaller than the stellar radius itself amplitude as small as 10s of m/sec (Campbell & (figure is exaggerated). During the Walker 1979). Today, RV is the most successful parts of that orbit that the star is moving towards/away the observer, planet detection technique. The basic observation is a blue/red shift (respectively) is measured in the stellar spectrum, that planets do not revolve around their host stars, but allowing inferring the exis tence of both the planets and the host star revolve around the the planet. common center of mass (see Figure 2). This is often neglected because the mass of planets is so much smaller than that of stars: even Jupiter, the heaviest and largest planets in the Solar system, has less than 0.001 of the Sun's mass. Thus, while the orbital velocity of Jupiter is
− 7 − about 13,000 m/sec, the reflex motion velocity of the Sun caused by Jupiter is only about 13 m/sec. Earth exerts even a smaller pull on the Sun, which causes a tiny RV amplitude of about 0.1 m/sec, well below even walking speed.
The main technological advancement that allowed the remarkable RV precision is the understanding that the problem of long-term precision (over years) is tightly related to fine and stable calibration of the spectrograph. This is done by recording simultaneously the constant calibration source spectrum to that of the star. There are a number of sources currently used on different instrument and optimized for different targets: an Iodine absorption cell is used on the Keck telescopes' HIRES instrument (Vogt et al. , 1994) and many others, a Thorium-Argon gas cell is used on the both the SOPHIE (Bouchy & The Sophie Team 2006) and HARPS (Pepe et al . 2000) spectrographs, and other gases are used for RV measurement in the infra-red (e.g., Bean et al . 2010).
The direct observables of RV are: period P, center-of-mass velocity γ, the modulation semi- amplitude K, the eccentricity and argument of periastron passage e and ω, and time of periastron passage T. From these parameters one can deduce the mass function:
3 3 3 2 2/3 mp sin (i) PK (1− e ) f ()M *, m p = 2 = ()M * + mp 2πG where G is the universal gravitational constant. From there, if the mass of the star is assumed or known (e.g. by measuring the spectral type of the star), one can finally deduce the value of mpsin( i), or the minimum mass of the planet.
1.3.2. Transits
Figure 3 — Illustration of transits and occultations. Only the combined flux of the star and planet is observed. During a transit, the flux dro ps because the planet blocks a fraction of the starlight. Then the flux rises as the planet’s dayside comes into view. The flux drops again when the planet is occulted b y the star. Figure and caption taken from fig. 1 of Winn (2010).
Planetary transits rely on the serendipitous alignment of the line of sight and the orbital plane
− 8 − of the planet. If such an alignment is indeed present, than once every orbit the (opaque) planetary disk crosses the face of the host star as seen from Earth, causing the stellar flux to appear smaller for this short while (see Figure 3). Since the stellar disk is approximately uniformly illuminating, the relative drop in stellar flux is simply the percentage of the stellar
2 2 disk blocked: Rp R* . Giant planets have radius similar to that of Jupiter which is about
1/10 of the Sun's radius, so such planets produce a dimming of about ( 10/1 )2 = 1% . Thus, by measuring the periodic dimming of the star one can determine the (relative) radius of the occulting body, and by assuming a certain stellar radius (by measuring the star's spectral type), one can finally deduce the linear size of the occulting body. From the above it is easy to see that the transit method is biased towards the largest planets, making small planets very difficult to detect (the transit depth caused by Earth when it transits the Sun is about 0.000084 – 84ppm).
Finding a transiting planet is difficult for a number of reasons: 1)The probability of a planet to R + R transit at all is small. For example, for circular orbits it is: p = * p (where a is orbital a semimajor axis). The bias to small a means that transit surveys are highly biased towards short-period (few-days) planets and even for these planets p is rarely larger than 10%. 2) The R planets spend only a small fraction (order of * = few percent) of the time in-transit so one πa needs thousands of measurements to positively identify the faint signal. 3) Approximately 95% of solar-type stars actually do not have short period giant planets at all (Howard et al .
2010) (giant: with masses larger than 30 MEarth ), and many stars have radii much larger than solar (making planetary transits too shallow). The above, combined with the fact that transit surveys are "blind", i.e. the targets are not picked but simply all stars in a given patch of sky, means that one has to monitor many thousands of stars for thousands of times (taking months and years) in order to stumble upon just one star with a transiting planet. This, in turn, means that all surveys need to build highly automated, yet very efficient, data-processing pipelines.
The challenge of actually finding transiting planets and giving an initial description of them can be divided to four steps: 1. Obtaining good-precision photometry for many thousands of stars simultaneously. 2. Detecting shallow transit signals in the photometric data. 3. Rejecting false positives based on the same data. 4. Follow-up (FU) observations aimed at confirming or ruling out the candidates (see more on § 1.3.2).
− 9 − In the end of this process a new planet can be announced. This thesis is focused at analyzing discovery data (steps 1 to 3), while step 4 (and subsequent characterization FU as in § 1.4) require further observations.
Step 1. Obtaining good-precision photometry There are currently five ground-based transit surveys that have repeatedly succeeded in detecting transiting planets: SuperWASP, HATnet, OGLE, XO, and TrES. A few other surveys also detected (so far) only a single planet: MEarth and Qatar. The numerous problems that need to be overcome in an automatic fashion are both difficult and diverse: bad pixels, extremely wide fields, source confusion, robotic operation, automated precision photometry of 10s of thousands of stars on every frame, etc.
Step 2. Detecting shallow transit signals As mentioned above the fraction of time spent on-transit, or duty cycle, is very low and varies
2 2 1 R (1+ Rp R* ) − b as sin −1 * where b in the impact parameter of the transit (Winn π a sin i 2010), meaning that a 3-day transiting planet spends only about 3% of the time in-transit, and an Earth analogue would have a duty cycle of only 0.15%. Moreover, the sampling of the data is non-uniform: it suffers from gaps. In ground-based surveys these are mostly the large, periodic gaps caused by the day time. All these make the standard tool for periodicity detection, the discrete Fourier transform, ineffective for the detection of shallow transit signals. For this reason a number of transit detection algorithms were proposed and compared (e.g., Tingley 2003) and indeed one algorithm has gained popularity due to its high sensitivity: the BLS (Box Least Squares) algorithm (Kovács et al . 2002).
BLS, as the name implies, fits a box-shaped model to the data in the least squares sense. This algorithm is specifically tailored for the detection of very shallow and sudden drops in the otherwise normally-distributed white noise. BLS's sensitivity is largely due to the simplicity of its model: while it has little sensitivity to the shape of the signal, it is well designed to spot the existence of shallow signals. Thus, only a three-dimensional search is needed to fully scan all possible BLS models: a search in period, reference phase and phase-width of the signal.
Step 3. Rejecting false positives. Due to the high number of stars that need to be observed (which means a large field of view), and due to the fact many hundreds, if not thousands, of images need to be taken of the same patch of sky, most transit surveys need to use dedicated hardware, and so are usually limited
− 10 − to small "telescopes", sometimes simply using commercial 10cm photographic lenses. All this, in turn, makes the spatial resolution of these telescopes very poor, with pixels spanning typically 30 arcsec, and the observed fields are usually chosen to be rich. Therefore, often more than one star occupies the same few pixels of a photometric aperture. As it turns out, the vast majority of the "transit-like" signals detected in step 2 above are not transits at all, but are one of several common false positives: I) extreme EBs of a giant and a dwarf, or of an early- type primary and a (very) late type secondary II) grazing EBs III) diluted EBs, where the third star is either bound or coincidentally on the same line of sight. A significant fraction of the signals can be uniquely identified already from the discovery data as "imposters" of types I or II, but here manual verification is the norm, and so this is more time consuming.
The next steps needed to verify whether a signal is indeed caused by transiting exoplanet are resource-heavy with dedicated efforts and observations for each object. These follow-up (FU) efforts are a major and indispensable component of all transit surveys (e.g.: Deeg et al . 2009 for CoRoT and Gautier et al . 2010 for Kepler ) exactly because of the high rate of false positives. The goal of the FU chain is firstly to limit the number of objects than are observed in the most expensive FU technique – high-precision RV – to the most promising candidates only. Secondly, FU aims to find a plausible explanation for all detected signals, and if that is not possible to at least exclude planetary origin of the signal. Once determined to be a planet, the FU of such an object aims to fully characterize it. These FU efforts are not the focus of the current work, but they will be visited in section § 1.4. Importantly, in the context of this work, which is focused on detection and not on FU, if the initial signal cannot be proved to be something other than an exoplanet, its discovery is considered a success. FU observations may later show that the signal in question is any one of a number of possible phenomena and not an exoplanet, but as long as one cannot reach the same conclusion based on discovery data alone, the detection of the photometric signal is considered successful.
1.3.3. Microlensing
Microlensing is another photometric method for the detection of exoplanets that has already produced detections: despite the fact that microlensing surveys were mainly aimed at the detection of a certain types of proposed dark matter, and not planets, already 10 planets have been detected via microlensing (as of this writing). The most notable surveys are: OGLE, MOA, MicroFUN and the PLANET Collaborations and they often share data for better data sets (e.g. Sumi et al . 2010). This technique is based on the relativistic bending of light rays near massive bodies (see Figure 4): when a foreground object (the "lens") pass in front of a nearly-aligned background star (the "source"), the light from the source object deflects ever so
− 11 − slightly. In this configuration there may be several (curved) light paths from the source to the observer and not one. The former is then seen as "multiplied" to several images that can be individually distorted and/or magnified. The deflection angle is determined by the mass of the lens (which determines a characteristic radius called the Einstein Radius R E) and by the impact parameter of each ray relative to R E. Stellar objects always produce tiny deflection angles relative to their far-more-massive and famous siblings: the lensing galaxy clusters. Also, when the deflection angle is small – smaller than the resolving power of the instrument – one does not see several separate images of the source, but rather an increase in the total flux from the source+lens combination and this is called microlensing. The observed amplification of the light can be sometimes very significant; flux amplification by a factor of >2200 (!) was observed (Gould et al . 2009). On such high-amplification events, even less massive objects near the lens – such as planets orbiting the lensing star – produce detectable anomalies to the single-lens light curve, and this is how microlensing planets are discovered.
Figure 4. From the magnification pattern, and especially – deviations from the simple bell- like shape of a single lens (see solid red line at the top ) one can deduce the information about the mass of the lens star, and whether it may have companions. I n the figure the lens star+planet system moves and crosses the line of sight between the source and the telescope. During this passage (that typically last a up to a few weeks) the source star's light is microlensed and amplified.
Despite the apparent technical similarities (monitoring dense stellar fields for brightness variation) - there are several key differences between microlensing and transits: I) Microlensing events are single events, not periodic events, caused by the temporary chance alignment of the source and lens due to their relative (and random) motions. This alone means that accurate orbital parameters cannot be obtained and that FU characterization observations are nearly impossible. II) Usually there is virtually no knowledge about the host star, III) The alignment requirement is very stiff, making the events far more rare than transits: many millions of stars need to be monitored to in order to find a single microlensing planet. IV) the most important planetary parameter probed by this technique is different: mass ratio, and not size ratio. V) microlensing is sensitive to planets much farther and much smaller than is possible for a ground-based transit survey. VI) the temporal evolution of simple microlensing signals has a time scale of several days and it is approximately predictable (once the onset of a signal is detected) so the typical cadences are much lower (once a day, vs. once every 5
− 12 − minutes or so for transit surveys). The predictability of simple models is used to look for deviations from them in real time: such deviations, which may indicate a more complicated system (with a planet present, for example), can evolve on much shorter time scales and thus often trigger concentrated efforts to observe the target during expected times of peak amplification and evolution. VII) The relevant deflection angles are so small and the corresponding distances so large (range of kilo-parsecs from Earth to lens and from lens to source) that microlensing surveys target far-away stellar populations: the galactic bulge and even nearby galaxies such as the Magellanic Clouds. This makes any FU extremely difficult, but allows probing very different stellar populations.
It is interesting to note that high-magnification events become sensitive to a host of second- order and interesting effects, such as: finite-source (Bennett et al . 2010), orbital motion of binary lenses (Albrow et al . 2000), differential limb darkening (Johnson et al . 2010), differential parallax of different observers (even while all are on Earth) (Gould et al . 2009), and more.
1.3.4. Direct imaging
Eventually, direct imaging and then spectroscopy of exoplanets is one of the prime observational goals of all efforts related to exoplanets. There is little doubt that one can learn the most about the target objects using this technique. However, this is extremely difficult due to the enormous contrast ratio and small separation angle between the target planets and its host star. Still, in a number of favorable cases (currently about 10 systems) direct imaging of exoplanets was indeed achieved, including one system with four directly-imaged planets imaged from the ground (see Figure 6, more details below) (Marois et al 2008).
While very simple conceptually – direct imaging really is simply taking images of planetary systems – actually making such a detection is a significant challenge, and especially so when it is done from the ground. All the techniques described below try to somehow remove the bright light of the host star while keeping the light from its faint companions uninterrupted, and some of them are even used simultaneously:
1) Adaptive Optics (AO) : adaptive optics is probably one of the biggest recent technological breakthroughs in astronomy. AO works by using a test signal (be it a natural nearby star or an artificial "star" generated by laser light from the ground) to learn about the distortions of the wavefront of the star as it passes through the turbulent atmosphere, and then to apply a correction in the opposite direction by
− 13 − means of a deformable mirror before focusing the star on the detector. This process has to be done many times per seconds (frequencies of tens to hundreds to even 1000 Hz) so that the deformable mirror can keep up with the changing atmosphere. AO's first contribution to the field of exoplanets was the direct detection of a giant planet near a young brown dwarf 2MASSWJ 1207334-393254 (Chauvin el at . 2004). AO can make telescopic observations diffraction-limited instead of seeing-limited, allowing achieving from the ground resolutions better than those obtainable from the HST (Figure 5).
Figure 5 A central region of the globular cluster M92 at 1.6 m as observed with the Hubble Space Telescope (left) and the LBT in AO mode (right). [MPIA Science Release 2010-06-15]
2) PSF subtraction : The most naïve method to try to detect faint companions is by subtracting the estimated PSF (Point Spread Function) the central star, and looking at the residuals image. This, however, is not possible in reality because of the imperfect optical train that induces quasi-static "speckles", and several techniques were developed to tackle this difficulty. The speckles are aberrations and reflections from the imperfect telescope system (mirror segments, spider, etc.) that evolve slowly over the course of the observation (hours time scale) and so are difficult to separate from true signals. Some speckle-fighting techniques are part of the data-taking procedure, like ADI (Angular Differential Imaging) (Marois et al . 2006), and its sister-technique: SDI (Spectral Differential Imaging) (Smith 1987). ADI uses the fact that some telescopes (and most modern ones) use 2-axes tracking to keep the target in the frame, plus a third axis to keep the image rotated at the desired position angle. By disabling or adjusting this last axis, the field of view (FOV) rotates from image to image during the night in a well-known manner. By de-rotating the images astrophysical objects are positively co-added, while instrumental speckles now seem to rotate in the FOV and are averaged-out. Other techniques help the data processing after acquisition, such as the LOCI algorithm ("Locally Optimized Combination of Images" - Lafrenière et al .
− 14 − 2007). In Figure 6 one can see the only multi-planet system directly imaged so far – using AO and ADI and LOCI – around HR 8799 (Marois et al. 2008, 2010). Similarly to ADI, SDI uses the color-dependence of the location of the speckles (vs. the achromatic location of astrophysical objects) to separate the two. Exploiting different properties, the two techniques are not mutually exclusive, and therefore one
Figure 6 Image of the residuals of the HR 8799 system from the Keck telescope – the four planets are labeled b to e, the later is marked with an arrow. To produce these extremely high resolution and contrast images both the AO system and ADI/LOCI techniques (see text) were used.
can apply ADI and SDI to the same images simultaneously.
3) Coronagraphy : is the attenuation of the central source by a mean of a physical disk (called occulter) blocking (some of) its light, and allowing light from off-axis sources, such as a nearby planet, to pass (relatively) unimpeded. The problem is that at the desired attenuation levels and angles are very difficult to achieve: attenuation factor of 10 -9 at angles of 2-3 λ / D where λ is the central wavelength and D is the telescope's diameter. Diffraction around simple occulters causes significant and wavelength-dependent portions of the stellar light to "leak" behind the occulter, making deep nulls of the star difficult.
I note that in all cases of ground-based coronagraphy I am aware of coronagraphy is heavily dependant on a preceding AO step to stabilize the PSF of the source (e.g. CT Cha b [Schmidt et al . 2008]). HST does not need AO at all, an indeed had already detected the planet Fomalhaut b (see Figure 7, Kalas et al . 2008).
Coronagraphy can be achieved in several very different ways: I) Theoretically, the best occulter has a smooth transition from zero to full transmission over its surface (e.g. Indebetouw 1990, Watson et al . 1991). However, this in incredibly difficult to manufacture to the relevant tolerances, and so a more practical way is to manufacture
− 15 − a binary occulter (one that is either opaque or transparent) that is easier to manufacture but is less effective. II) The occulter can also be position either internally (as part of the telescope's structure) or externally (very far from the telescope - order of 50,000km [e.g. Glassman et al . 2010 and references therein]). Internal occulters impose extremely stringent requirement on the entire optical train, while external occulters (which is a space-based-only concept) are difficult to move between targets. III) Advanced concepts in the field employ techniques such as optical vortex coronagraph (Swartzlander et al . 2007) are now under development.
Figure 7 A sharp image from the HST showing Fomalhaut's surrounding ring of dusty debris in detail, with overwhelming glare from the star masked by an occulting disk in the camera's coronagraph. Fomalhaut b is shown in two different orbital positions in the small insert at the right. The Hubble data represent the first visible-light image of an exoplanet.
4) Nulling interferometry : another option for suppressing the host star's light is using a nulling interferometer. These devices introduce an intentional differential optical path of π radians between the arms of the interferometer, causing a localized destructive interference at the center of the field (the location of the star) allowing faint sources outside that localized zone to be detected. The only experiment using this technique is the "Keck Interferometer" which combines the two twin Keck telescopes (Colavita et al . 2009). It has no planet detections so far.
All the next-generations giant telescopes with diameters of 25m or more (i.e, TMT, GMT and E-ELT) have planned programs for exoplanet detection by direct imaging. It is interesting to note that the very fact that these extremely capable observatories are so large produces new difficulties, as the host star's disks start to be resolved (Aime et al . 2010). Direct detection by coronagraphy is a challenging endeavor and it is sure to evolve significantly over the coming years.
− 16 − 1.3.5. Timing Variations
This technique is suitable for astrophysical sources that naturally include a strictly-periodic observable, such as pulsars, pulsating stars such as sdB stars and some white dwarfs, and importantly - EBs. For these objects, by carefully monitoring the exact time of arrival of the periodic signals one may be able to deduce the presence of a third body, possibly even with a planetary mass. The basic idea is very similar to the one behind RV (§ 1.3.1), meaning that both the planet and the host star are orbiting the common center of mass and host star's motion is detected. In Timing Variations, one exploits the fact that the host star, depending on where it is in its orbit, is sometimes closer or farther away from the observe. This causes the observed signals to arrive earlier or later than expected due to the finite light travel time (sometimes called LITE effect). Here one actually measures the radially-projected stellar orbit around the common center of mass, which causes timing variations with semi-amplitude of: a sin( i) M A = (assuming circular orbit), where = p and c is the speed of light. I c M * + M p note that the masses obtained from this technique are degenerate in sin (i) so the true mass cannot be inferred but only a lower limit to it (similarly to RV). The timing variations method is similar to the RV method in its bias towards massive planets, but unlike RV it is also biased towards long period planets. I note that the majority of planets detected via timing variations (below) indeed have very long periods (3 years or longer), as the method's bias would suggest.
Already 5 planets around 3 single-star systems were detected via timing variations: two planetary systems around pulsars PSR 1257+12 (Wolszczan & Frail 1992, see Currie & Hansen 2007 and references therein for updates) (3 planets) and pulsar PSR B1620-26 (Backer et al . 1993) (one planet), and a planet around extreme horizontal branch star V 391 Pegasi (Silvotti et al . 2007), using its pulsations as natural clock.
Importantly, this technique naturally lends itself to EBs by using the eclipses of short-period EBs as a natural clock to look for P-type (see § 2.1) planets. Previous studies in this area are further discussed in § 2.2.2 for, and similar studies made during this thesis are discussed in § 2.3.3.4.
1.3.6. Astrometry
Astrometry is also an indirect detection technique, like RV (§ 1.3.1) and Timing Variations (§ 1.3.5), meaning that observations of the host star allow us to detect the presence of a
− 17 − planetary companion, but with very limited characterization capability. In this technique the (relative) sky position of the target star is measured to high precision, allowing the detection of the on-sky orbital motion of the star along its orbit around the common center of mass. The benefits of detecting planets using this technique is that it is relatively insensitive to the orientation of the planetary orbit (i.e., its inclination), and that all the orbital elements of the planets are accessible. The biases of astrometry are also somewhat different, as it is biased towards massive and long period planets similarly to Timing Variations above.
However, as expected, the astrometric signal from exoplanets is very small: a Jupiter-like planet 10pc away would have an astrometric signal of only 0.5 mas, while Earth-like planet at the same distance would create a signal with amplitude of only 0.0003mas (or: 0.3 as). Achieving this level of precision is extremely difficult. However, very recently the first astrometric detection of a known planet was made (McArthur et al . 2010), and even the first discovery of substellar objects via astrometery was reported (Muterspaugh et al . 2010).
In the near future, though, this field is expected to change dramatically: ground-based AO systems already achieve relative astrometric precision <0.2 mas (Lu et al . 2010), the important global astrometric space mission GAIA will launce in 2012 and will map everything brighter than magnitude V=20 (>10 9 objects) with astrometric precision down to 20 as, which means that many (thousands) of planets are expected to be found.
− 18 − 1.4. Characterization of Exoplanets
All the detection techniques above described the first-order detection of a planetary companion to some unknown star. Fortunately, the ability of FU observers to fine-tune the observation to a particular object has a dramatic effect on the achieved precision of the signal (see Figure 8). The FU challenge is thus twofold: firstly, to observe the target with the highest possible precision, in multiple wavelengths and techniques, and to thus gain insight to different processes in the system. Secondly, the modeling and understanding of these processes. As a successful illustration to the above process I refer to Paper # 4 which describes the detection of the transiting exoplanet HAT-P-5b, where my contribution was the simultaneous modeling of 6 FU light curves using the Mandel & Agol formalism (Mandel & Agol 2002) – see § 1.4.1 below. Recently it has become almost routine that the FU observations are done very well: the uncertainties of the derived planetary parameters become dominated by errors of the stellar model, and not by the quality of the data (Johnson et al . 2009, Adams et al . 2010, Holman & Winn 2006 are a few examples).
Figure 8 left: discovery light curve of the planet WASP-10b [Christian et al . 2009 ]. Right: ground-based follow-up light curve of a single event of the same object [Johnson et al . 2009 ]. The differences in signal-to-noise ratio (SNR) are dramatic. This figure shows nicely that challenge of discovering new exoplanets (the subject of this thesis) is that of finding shallow signals as in the left panel, and this is the SNR of regime the reader should have in mind.
In this section I will consider the cases where such observations exist that higher-order phenomena become important, or that the combinations of different methods gives physically interesting new results. The first such quantity that comes to mind is the mean planetary density – the first proxy of planetary structure – as was indeed already discusses in § 1.1. Below I list, by technique, other ways to characterize transiting exoplanets and their systems.
− 19 − 1.4.1. High-precision photometry
A very crude box-like model is used to detect the shallow transit signal with BLS. This model is very effective at detecting shallow transits, but its use is limited to that only. Similarly, a trapeze-shaped model is also a toy model, but it includes the important ingress and egress features, and so it is much more reliable at the estimation of the direct transit observables (see Figure 10) as they are usually presented: depth, epoch and durations (assuming symmetric transit). These few observables remain unchanged even in more complicated models that are required once high-precision photometry is available, at which time other effects become important, such as: exact geometrical solution of the ingress/egress and limb darkening (e.g. see Figure 9) and orbital eccentricity (Kipping 2008). All these are included in what became the de-facto standard for light curve analysis: the Mandel and Agol formalism (Mandel & Agol 2002).
*
*
Figure 10 . Definition of transit light curve direct observables. Top: the planet moves from left to st th Figure 9. Normalized HST data for 10 right through 1 to 4 contacts at times T1 to T4. Both an equatorial transit ( b=0) and high-latitude bandpasses (roughly evenly divided between 300nm in violet to 1000nm in red), w ith their (b ≅1) geomet ries are shown, as well as the corresponding theoretical transit curves definitions of R and R ,. Bottom: resultant * P overplotted. Note the significant curvature of trapezoidal model light curves in b old and dotted the bottom of the transit caused by limb lines for low and high b, respectively. Also darkening, and variability of t he limb F indicated the fraction of lost flux , the total darkening effect with wavelength [adopted transit duration, T and the transi t duration between T form Knutson et al . 2007b] ingress and egress TF. [adopted from Seager & Mallén -Ornelas 2003 ].
Fortunately, by combining the direct observables from high-precision photometry and from high-precision RV, it is possible to construct two completely model-free and astrophysically- interesting quantities: the mean density of the host star (Seager & Mallén-Ornelas
− 20 − 2 3 2 2 2 2 4π (1+ F ) − b []1− sin ()tT π P 2003): ρ* = and the surface gravity of the P 2G sin 2 t π P ()T
2π 1 - e 2 K transiting planet (Winn 2010): g p = 2 . The former is very useful at P ()R p a sin i determining whether it is likely that the system is made from a planet and a dwarf host star, or from a giant star orbited by a dwarf (as discussed in Step 3 of § 1.3.2). The latter can reveal details about the conditions found on the surface of these far-off worlds.
Once a number of high-precision light curves of different transit events become available, one can look for variations in any of the three observables. Specifically, deviations of Tmid from strict periodicity (usually called "Transit Time Variations" or TTVs) are highly sought after since such deviations can betray the presence of other planets in the system, even if these planets do not transit themselves. Moreover, planets in low-order mean motion resonances (as discussed in § 1.1) cause relatively large deviations (even many minutes) on short time scales (few orbits) making searches for planets in such configurations using TTVs very sensitive (e.g.: Holman & Murray 2005). Recently, the first claim of such variation was detected in the WASP-3 system (Maciejewski et al . 2010), followed by a beautiful textbook-like detection of TTVs in a 2:1 resonant multi-transiting planetary system Kepler-9 (Holman et al . 2010, see Figure 11). Similarly, changes in the total duration of the transit (Transit Duration Variations - TDuVs) can point to a change in the inclination of the planet (e.g. Shporer et al . 2009), and changes in the transit depth F can reveal planetary oblateness (see below).
Figure 11 Detrended, binned and phased light curved of Kepler-9b (left panel) and Kepler-9c (right). In each panel the upper light curve shows the significant TTVs caused by gravitational interactions between the planets, and the lower light curve shows the result of modeling-out these interactions (see Holman et al . (2010) for details). Note that consecutive transit events are marked in different colors.
It is interesting to note that large planets may have moons of their own, and their presence may be inferred from either TTVs or TDuVs of their host planet (Kipping 2009a,b). The tiny
− 21 − moons become detectable since while their mass is small, they are close to their host planet and thus induce noticeable gravitational pull. If the quality of the data becomes high enough, even more subtle effects become observable. The first effect is the color dependence of the transit shape: this is cause by the different limb- darkening at different wavelengths, and was graphically demonstrated by Knutson et al (2007b) (see Figure 9). Next, and most importantly, one needs to account for the fact that the planets themselves are "shining": both in reflected visible light (from the host star) and in emitted thermal radiation (due to their non-zero temperature). Both are very tiny fluxes, especially when compared to the host star. However, when transiting planets pass behind their host star (a "secondary eclipse") one can see the drop of flux during secondary eclipse, due to the fact that during that time one sees only the star, while just before and just after that time the total flux of the star and the planet are observed. Moreover: the changing phases of the
Figure 12 The infrared planetary phase curve of HD 189733 b [Knutson et al . 2007 ]. Top: the entire dataset spans more than half an orbit: from before the transit till after the secondary eclipse. Bottom: same as above, zoomed-in. The exquisitely precise data allows to clearly see the secondary eclipse. Moreover, since both the lowest- and highest- flux points are visible in the same half of the (full) ligh t curve, one learns that the hottest and coldest longitudes are not sub- and anti-stellar, and are on the same hemisphere - with dramatic implication to the understanding of the planetary atmosphere.
planet throughout its orbit around the host create – similar to the Moon's phases – a sine-like signal in the out-of-transit data. All these effects were detected together for the first time in the photometry of HD 189733 (see Figure 12, Knutson et al . 2007a). These observations provide for a leap in the understanding of these planets: • From the exact timing of the secondary eclipse one can put stringent constraints on the eccentricity, since the phase deviation of the secondary eclipse from phase 0.5 is ecos ω . • When observed in the visual band pass, one can measure the planetary albedo, since
2 R p the reflected planetary flux is FR = Af ()φ where f (φ)is the phase function a (e.g. for a Lambertian sphere) and all the other quantities are known from transit observations.
− 22 − • When the secondary eclipse is observed in infra-red, one can estimate the disk- averaged temperature of the planet on its day side. Measuring the temperature of exoplanets is, of course, an extremely impressive achievement, but one that was already achieved for a number of transiting planets (see compilation of results in Seager & Deming 2010). These were done mostly by using the Spitzer space telescope, but also from the ground. • By knowing the temperature of the day side (from the emitted flux), and the total flux falling on the planets from the host star, one can start making energy budget calculations for the planet in order to understand how the intense stellar flux is redistributed to the night side. This is usually explained with convection; it needs to be appreciated that "convection" is actually just winds, so now it is possible to measure global wind patterns on exoplanets that are extremely far away, and actually not seen or resolved from their host star. Such is the power of the serendipitous alignment that causes transits. • The above observational advances opened up a whole new theoretical field of the modeling of exoplanetary atmosphere of very hot gas giant planets, that are very different from the cold gas giants of the Solar System. For example, one of the currently popular ideas is that one can divide these planets to two types, the pL and pM types, that are analogous to the stellar L and M stellar types. These types are supposed to be differentiated by the content of TiO and VO (metal oxides that are gaseous at the high temperatures found on these planets), that is, possibly, responsible for the observational fact that some planets have thermal inversion in their atmospheres and other planets do not (Fortney et al . (2008)). • In the future (e.g., with JWST), one may be able to even observe the non-zero night- side emission from the exoplanet (Kipping & Tinetti 2010) to better understand the global energy budget of hot Jupiters and their prevailing energy-redistribution patterns.
As successful as the Mandel & Agol formalism is (it was used in all the above investigations), it is still rather simple in that it simply describes the full or partial overlap of two circular disks (of which one is limb-darkened). The real world is, however, a bit more complicated and further effects are expected, and indeed sometimes observed: • Information about the star spots distribution can be deduced both from the slow pseudo-cyclic variation of the light curve (which is assumed to be related to the rotational period) and from transits events that happen to transit stellar surface
− 23 − features too. This analysis was applied to a few planet-host stars, e.g. CoRoT-2 (Wolter 2009, Huber et al . 2010). • The large planets of the Solar System have rings. If any transiting exoplanets may have a ring system of their own, then they can also create a detectable signature in the light curve (Barnes & Fortney 2004). • By observing the first transiting planet HD 209458b using a narrow-band filter centered on the Lyman α line it was discovered that this planet has a large exosphere of atomic Hydrogen that fills its Roche lobe and even overflows it, and thus should have a comet-like tail of escaping Hydrogen trailing behind it (Vidal-Madjar et al . 2003). I note that this detection is somewhat controversial, see Ben-Jaffel (2007). • Observing transit events on (narrow) band passes where the stellar atmosphere is optically thin causes the transits light curve to show a distinctive "W" shape, as opposed the canonical "U" shape (Schlawin et al . 2010). This may be particularly useful for the detection of planets around giants. • The finite integration time smears and distorts the instantaneous Mandel and Agol model, as was recently modeled by Kipping (2010) and demonstrated by Kipping and Bakos (2010). • The upper layers of the planetary atmosphere refract some of the host star's, changing the overall light curve (e.g. Hui & Seager 2002, Sidis & Sari 2010). • Extremely precise light curves may offer the possibility of extracting information about the planetary oblateness and rotation period (Hui & Seager 2002, Barnes & Fortney 2003). It may be possible that some of the oblate planets also undergo spin precession, and that this signature may also be observable (Carter & Winn 2010). • Wind and energy redistribution patterns also have photometric and spectroscopic signatures on the transit signal (Burrows et al . 2010).
This extra-long subsection on high precision photometry shows the great progress that was already made in the understanding and characterization of exoplanets in the last few years, and the imaginative ways invented to take advantage of the available photometric data. Indeed, the entire section § 2 deals with the application of high-precision photometry to the special case of planets in binary systems, and may be considered as a continuation of this effort.
− 24 − 1.4.2. Spectra of exoplanets
The best description of exoplanets will require the resolved image of their surface, coupled with high-resolution spectra of their light. While this is beyond current (or anticipated) capabilities, low and medium resolutions spectra of the entire planetary disk are resources we can use right now. Since the images of exoplanets are, generally, unresolved from their host star (for exceptions see Direct Imaging § 1.3.4) measurement of exoplanetary spectra is possible only for transiting planets by resolving the planetary signal in time : taking spectra on and off transits or secondary eclipse, and computing the difference to obtain the planetary signal. This, so far, enabled: λ • Low-resolution R = ≈1−10 "spectra" by observing secondary eclipses at λ different photometric bands. Later on, medium resolution spectra were also taken using similar technique. This technique was already used to reveal chemical species
on the planet like: H 2O, CH 4, CO and CO 2, and vertical temperature profiles of the planetary atmosphere (see recent review by Seager & Deming 2010 and references therein). • Transmission spectra measures the spectrum of the upper layers of the planetary atmosphere as the light passes through the optically-thin upper few scale heights of the atmosphere during transit. This has been done in the visible band. This technique allowed the detection of atomic hydrogen (Vidal-Madjar et al . 2003) and Oxygen, Carbon (Vidal-Madjar et al . 2004) and Carbon monoxide (Snellen et al . 2010) on HD 209458b. In particular, the detected CO allowed measuring of the Doppler effect on the planet, measuring the planet's orbital velocity (vs. the reflex velocity of the host star). This allowed for a model-independent solution of the very last stage of RV (§ 1.3.1), the transition from the measured mass function to planetary mass, which is usually model-dependant and may be affected by systematic errors. By detecting the planetary Doppler shift Snellen et al . 2010 could determine the absolute masses of both the planet and the star directly from Newton's laws, just like double-lined spectroscopic binaries.
One of the important discoveries was that some of these species appear in emission (see review by Seager & Deming 2010), i.e. there is a thermal inversion in the exoplanetary atmosphere. This, together with other atmospheric observables, should allow to further characterize these atmospheres but the current models seem to have difficulties explaining all the observables.
− 25 − 1.4.3. The Rossiter-McLaughlin (RM) effect
The RM effect was first noted early in the 20 th century in the context of binary stars. This effect describes the "anomalous" RV signal measured when EBs (and transiting planets) undergo eclipse (transit), where "anomalous" is relative to the regular Keplerian RV curves. The signal stems from the fact that spectrographs "see" rotating stars as disks half blue-shifted and half red-shifted (the approaching and receding sides, respectively). Usually, these two sides balance each other to give a symmetrical rotational broadening of the spectral lines. However, during eclipses only part of the surface of the disk is occulted, making the blue- and red- sides of the star not completely balanced, producing an apparent shift in the line's center, and so producing the distortions to the normal RV curve (see Figure 13).
The useful aspect about the RM effect is that by measuring the shape of the "anomaly" one can deduce the sky-projected angle between the angular momenta of the planetary orbit and the stellar spin - λ. This angle is important because different planet formation/evolution scenarios predict different values (or: distribution of values) for this particular parameter. For example, the Kozai oscillations mechanism is predicted to give a specific distribution of λ values (Fabrycky & Tremaine 2007). The main idea is, very briefly, that while interaction of a planetesimal with its natal disk can usually damp eccentricities and inclinations, interactions with other planets and planetesimals via planet-planet scattering (e.g. Raymond et al . 2009) can excite these very qualities, and even to very high degree.
Figure 13. Top: The spectroscopic view of the face of a rotating star: the advancing side is blue- shifted, and the receding side is red-shifted. As the planet transverses the face of the star it blocks some of the light, creating an apparent RV shift in the opposite direction (relative to the no-transit state). In this illustration a prograde planetary orbit is from right to left, and vice versa in a retrograde planetary orbit. Right: two real examples of a prograde planet (WASP-3b, top) and retrograde planet (WASP-8b, bottom) [Tripathi et al . 2010 and Queloz, et al . (2010), respectively].
− 26 − 2. Exoplanets and Binary Stars
2.1. Prelude
2.1.1. Definitions and Biases
Stable planetary orbits in stellar binary systems have been separated into two main 5 families (Dvorak
1986, see also Figure 14). In wide binaries there are stable orbits around one of the components of the binary (the so-called S- Figure 14 . Illustrations of P-type (left) and S-type (right) planetary type orbit) up to a certain orbits in binary systems . Stars are in orange and the planet is pale blue. critical distance from the parent star: the outer acrit . Below I shall call these also circumprimary (CP) planets although it is usually not possible to tell which component is the planet's host without a detailed study. On the other end of the binary separation scale are tight binaries 6: in these systems stable orbits exist outside and around both components (P-type orbit) starting from some inner acrit and outwards. I shall call these circumbinary (CB) planets. Similarly, I shall call planetary orbits around single star "single-type" orbits.
The different types of orbits call for different types of theoretical considerations and observational techniques, and in the following text a clear distinction will be made between the families. In this work I look for both CP and CB transiting planets, and also for non- transiting CB planets. I will also describe how advances made in the course of this thesis were also used to better detect single-type planets.
Since a large fraction of stars, possibly most of them, form in multiple systems (e.g., Abt & Levy 1976), it is important to investigate the relationship between stellar- and sub-stellar multiplicities. The two most successful planet detection techniques (RV and transits) do not work well with binaries: companions contaminate RV spectra, induce too-large RV variation,
5 A third family - L-type orbits - refers to orbits around the L 4 and L 5 Lagrangian points, is less relevant and will not be discuss here 6 We note that even moderately-close and wide binaries may have CB planets - but they will have very long periods and so will be extremely hard to detect, and so are beside the scope of this work.
− 27 − and dilute transit depths. These properties make binary stars the "enemies" of most exoplanets surveys, which try to avoid them as much as possible. Despite these biases, already at least 17% of the known exoplanets are known to revolve around one component of a wide binary (Mugrauer & Neuhaeuser 2008) - and this is just a lower limit to the true fraction. In sharp contrast to the above tendency, this research program aims squarely at binaries: I optimize all that is in my control for the detection of planets in EBs.
2.1.2. Motivation: what can be learned from planets in binaries?
Firstly, simply by detection, the frequency of planets in binaries can be better constrained. Comparing this with the frequency of planets around single stars can help constrain formation theories, which ought to predict both distributions. Secondly, additional information on the detected systems such as the distributions of periods, masses, mass ratios, semi-major axes, etc. can further allow testing of theoretical models by looking at differences between the S-, P- and Single- type populations (or even lack thereof). These differences are important because some planet formation theories are degenerate in such a way that the degeneracy can be lifted by looking at these differences as tracers of planet formation processes (Muterspaugh et al . 2007 and references therein). These differences may manifest themselves as correlations that were already found, such as between the planet's mass and the binary separation (Desidera & Barbieri 2007), or some new correlations. These observational constraints can then allow us to look for the theoretical reason behind them in the micro-physics of planet formation (e.g. Téhbault, Marzari & Scholl 2006). Thus the differences between planets in binaries and planets around single stars can probe the formation process
Thirdly, the mechanisms that produce close binaries can be connected to those that produce planets (e.g., Fabrycky & Tremaine 2007) so observing planets in binaries immediately leads to better comparisons between the two processes since the formation conditions of both stellar and substellar companions were the same in such systems.
Next, as shown in section § 1.4, planetary transits have proven to be invaluable to the study of extrasolar planets, since transiting exoplanets allow for far more planetary parameters to become subject of observational studies; those suggested range from the obvious (planetary radii) through the impressive (temperature map of the planet , which was indeed done) to the bizarre (identification of artificial planet-sized objects) (see Winn 2009 and references therein for a longer list). So finding transiting CB planets can significantly improve the description of
− 28 − the individual systems as well characterizing the population of CB planets. Possible measurements include:
• Transiting planets around single stars are being followed-up with high-precision photometry and RV to the point that the uncertainties on the planet's properties are dominated by the uncertainties in the properties of the host star, not by instrumental precision (e.g., Johnson et al. 2009, Gillon et al. 2008 and discussion therein). For a transiting CB planet around an EB much better constraints on the planetary parameters can be obtained by using the much better constraints on the properties of the host EB.
• By detecting the inclinations of both the transiting CB planets and the host binary, it may be possible to test the predicted co-planarity of the two orbits. (While our sample is selected for near-coplanarity, it may be possible to detect small deviations, especially for long-period CB planets around short-period EBs).
• Orbits of close-in CB planet are expected to evolve on relatively short time scales (down to a few 100s of days - Schneider 1994) and this evolution may be detectable from the transits.
• Transiting CB planets produce not one but four distinct RM effects: when each star occults the other star and when the planet transits either one of the stars. Combining all these measurements can put stringent constraints on the geometry of the systems.
I therefore built a processing pipeline aimed at detecting transiting planets, both S- and P- type, in EB systems. I then began a study aimed at the detection of such systems to further our understanding of both the individual systems and the planetary population.
− 29 − 2.2. Previous Studies
2.2.1. Theoretical studies
As a population, CP planets are a lot like planets around single stars - and differences between the two populations can therefore be attributed to the presence of the distant binary companion. For (an extreme) example: if the companion is so close that CP orbits past the primary's ice line are not stable, giant planets should not be able to form. Therefore, finding giant CP planets is such systems can pose a great challenge to formation theories. (Such an extreme example was thought to have been discovered [Konacki 2005], but it was later shown to be a false detection [Eggenberger et al. 2007]).
CB planets are much less studied. CB planets are expected to form in CB discs, and indeed several CB discs are already observed (e.g., Duchêne et al. 2004, Monin et al. 2007). As early as 1994 Bonnell & Bate (1994) pointed out that the binary interaction with its (natal) CB disc promotes the disc's fragmentation and the creation of additional companions. They also found that the additional companions will, at least initially, have a nearly coplanar orbit with the original binary. Moreover, several theoretical works have investigated the migration and evolution of planets embedded in CB discs (e.g., Pierens & Nelson 2007, Quintana & Lissauer 2007 and references therein); these authors found that CB planets can grow and settle in stable orbits close to the host binary.
Holman and Wiegert (1999) have investigated the end-state of both CP and CB systems and show that planetary orbits in binary systems can remain stable for a surprisingly wide range of orbits, a range that in turn depends on the binary mass ratio and eccentricity. For example, a
CP planet in a circular and equal-mass system is stable out to a distance of 0.464 ab from the host component (where ab is the binary semi-major axis). A CB planet in a similar system may have a semimajor axis of only 2 ab and still be long-term stable.
To summarize: theory and simulations show that planets in binary systems can form and survive for long periods even in rather tight configurations, and are likely to be coplanar with their host stars. This is reason to be somewhat optimistic about the prospects for observing transiting planets around EBs.
− 30 − 2.2.2. Observational studies
CP planets: Even a single CP planet can be a challenge to theoretical models if found in a place theory predicts there should be none. Such was the case of HD 188753 (Konacki 2005), that was claimed to revolve around one member of a relatively close binary. So close is that binary, that there is no region between the two stars cold enough for the condensation of water, and as a consequence, ripe for the growth of giant planets. This claim posed a great challenge to formation theories, until it was later proven that the claim itself was unfounded and there is no evidence in the data for such a planet (Eggenberger et al . 2007). It is noteworthy that even in systems that have relatively narrow beyond-ice-line regions giant planets did manage to form (Hatzes et al . 2003), so the whole concept of "ice-line" as the most important discriminator between systems that can have giant planets and those that do not seem more likely.
Less extreme cases can constrain planet formation theories by their statistical distributions. For example already at least 17% of the known exoplanets are known to revolve around one component of a wide binary (Mugrauer & Neuhaeuser 2008). Desidera & Barbieri (2007) found that (S-type) planets in wide binaries have a mass distribution similar to that of planets around single stars, but planets in tight binaries (companions closer than 100-300 AU) are more massive. They conclude that only companions at this range of separations are able to modify the formation/migration/dynamical evolution history of the giant planets in the system.
CB planets: To date, there have been several announcements of the possible detection of a CB planet, none of them transiting:
• Correia et al. (2005) detected RV variation of HD 202206 consistent with a three- body system. Since RV is degenerate in the inclination angle i, at m
sin (i) = 17 4. M Jup the inner "planet" has a minimum mass heavy enough to border the planet - brown dwarf (BD) regime. Thus, if sin(i) is significantly less than unity, the outer planet may be considered as a CB planet around a stellar-BD binary, rather than a binary of two main-sequence stars. • Recently, eclipse timing (see § 1.3.5 for general timing variations discussion) was used to detect a few CB planet candidates: Lee et al. (2009), Qian et al. (2010) and Beuermann et al. (2010) discovered planet candidates around HW Vir (two planets - see Figure 15), DP Leo and NN ser (two planets), respectively, by measuring timing variations with amplitudes between 5.7 and 77 seconds. V471 Tau (Guinan & Ribas
− 31 − 2001, Kami ński et al . 2007) is also a strong candidate. All these objects are post- common-envelope binaries, made of a white dwarf and a main-sequence star. The large temperature differences cause deep and sharp eclipses, making the eclipses particularly suitable for precise timing. In § 2.3.3.4 I will discuss work relevant to eclipse timing made during this thesis.
None of these contain two main-sequence stars as binary components, none of them is transiting, and all are still only planet candidates because of the sin (i) degeneracy.
Figure 15. On the top panel: the observed-minus-calculates (O–C) diagram of HW Vir constructed with previously known linear ephemeris. The quadratic plus two-LITE ephemeris is drawn as the solid curve and the dashed parabola is due to only the quadratic terms. The second and third panels display the residuals from the quadratic term ( leaving both LITE signals) and the residuals from the quadratic term plus one LITE signal (leaving the last one) , respectively. The lowest panel shows the residuals from the complete model. In all panels, error bars are shown for only the timings with known errors (figure and caption adapted from Lee et al . 2009).
I note the only attempt to look for transiting CB planets before this study was the TEP project (Deeg et al . 1998, Doyle et al . 2000) which was focused mainly on one target: CM Dra, with a null result. TEP also tried to look for eclipse timing variation using the same data (Deeg et
− 32 − al . 2000, 2008), but the only candidate signal found was unconvincing (Ofir, Deeg and Lacy 2009).
In principle, the RV method can also be applied to the detection of CB planets. This is, however, more difficult than using RV to look for planets around single stars for a number of reasons: 1) The reflex motion induced by the planet on the host binary is smaller, as the central body is heavier than a single star. 2) Achieving high accuracy of the individual data points is more difficult since the disentanglement of the two sets of spectral lines is complicated, and imperfect disentanglement induces errors in the RV. 3) Since one has to solve a 3-body problem (two stars and a planet), and not just a 2-body problem, the number of data points that need to be taken per object is larger, making many-objects surveys more difficult. Still, the difficulties did not deter at least one group, and indeed a single dedicated RV survey for the identification of CB planets, aptly called TATOOINE 7, is in progress (Konacki et al . 2009), with no detections so far.
7 Tatooine is a fictional CB planet. It is the name of the home planet of Luke Skywalker, the hero of the classical movie: Star Wars.
− 33 − 2.3. Looking For Planets In Binaries In This Study
After establishing the importance of planets in binaries in general, and CB planets in particular, and combined with the striking lack of knowledge about them, I now advance to the core topic of this thesis: the attempt to change this state of affairs by identifying planets in binaries. For this reason most of what I had to say on this matter is already published and is part of Part 2 of this work. Below, I shall concentrate on making the logical connection between all my published papers, and add some material not present in these papers.
There were many possible sources for large photometric datasets at my disposal (see § 1.2). The various detection techniques discussed latter in this section assume that these are high- quality light curves with only white noise. However, this is never the direct output of the instruments, and both ground- and space- based data need significant pre-processing to reduce the level of systematic error before being committed to the detection algorithms. This pre- processing is described in § 2.3.1. Once the de-trended light curves are created, specific procedure for the detection of CP, CB and background planets are discussed in § 2.3.2, § 2.3.3 and 2.3.4, respectively.
However, the above logical order does not reflect the true order of how this thesis actually progressed. In reality, I first developed an algorithm for the detection of transiting CP planets (§ 2.3.3.2) and then wanted to apply it to CoRoT light curves. However, I found myself facing a wall of systematics that prevented detection. I therefore had to solve this problem, and developed a de-trending algorithm (§ 2.3.1 below). This turned out to be quite successful, so taking advantage of this unexpected progress actually took the rest of my time to the end of the thesis with significant results on that front.
2.3.1. De-trending
Planetary transits are usually considered as shallow signals, with small SNR (Signal to Noise Ratio ), and this is certainly true from the ground. Giant planets in space surveys could have very large SNRs, but these surveys usually aim at small planets, which cause shallow transit signals with lower SNR. Detecting these transits against randomly varying background is difficult, if not impossible, unless the noise is brought under control. However, Pont et al. (2006) showed that not only the noise level, but also the noise's color is very important. Red noise, or systematic noise, is devastating to transit searches: they create a huge population of
− 34 − false signals that clog the processing pipelines, hiding all but the deepest (and rarest) transits. Systematics in the data can never be completely avoided and one can model many systematic effects that relate to known physical processes (e.g. airmass, moon distance, moon phase, CCD temperature, etc). However, there are always un-modeled or poorly-modeled processes that still need correction. Fortunately, there are two algorithms for the identification and removal of systematic noises of unknown sources: SysRem (Tamuz et al. 2005) and TFA (Kovács et al. 2005). These algorithms allow one to take advantage of the large number of stars in each image to identify (and remove) any variability that is common to many stars simultaneously, and thus presumed to be non-astrophysical in nature.
The SysRem algorithm was further generalized during this thesis (See Ofir et al. 2010, paper # 3) to a technique called the SARS algorithm. SARS allows the inclusion of external parameters in a SysRem-like solution, simultaneously with the unknown effect. This enables one to disentangle the behavior due to known effects (e.g., air mass and temperature) in an explicit way, and to do that simultaneously with the detection of the next, as of yet unidentified source, effect. SARS turned out to be quite successful, and following its development I became a member of the general CoRoT detection group (vs. just for planets in binaries) and thus contributed to the detection of-, and became a co-author of-, currently 3 new CoRoT transiting planets (CoRoT-12b, -13b and -14b) and one transiting brown dwarf (CoRoT-15b). All are part of Part 2 of this thesis (Papers # 8 through # 11). The much wider scope of work that need to be done in order to actually arrive these successful detections is captured in a series of papers that are largely meant to document the work at done by the CoRoT science team (papers # 6, # 7, # 12 and # 13). I note that despite the many co-authors of the SARS paper (Paper # 3) it is entirely my own work. The only reason that all the CoRoT co- investigators (Co-Is) were added as co-authors was that the paper uses data that was proprietary at the time and CoRoT regulation require Co-Is co-authorship in such cases.
When using either SARS, SysRem or TFA one must remember that both algorithms expect that all light curves consist of only Gaussian noise + systematics, so the strong EB signal can cause the light curve to be very poorly corrected. Therefore the de-trending procedure must be applied on the residuals around some model or smoothed light curve iteratively and resulting in a better model after each pass. This procedure converges very rapidly, and can have a very significant impact on the quality of the light curve, as was indeed shown in Ofir, Deeg and Lacy 2009 (Paper # 2).
− 35 − 2.3.2. S-type Orbit
Detecting transiting planets in S-type orbits is fairly straight forward: as Holman and Wiegert (1999) showed, CP planets cannot survive unless their semimajor axis is smaller than 0.464 the binary semimajor axis. So the maximal PPlanet is shorter than Pbin /3. It is therefore expected that wherever there is a transiting CP planet, the stellar companion must be so far from the planet's host star that their mutual eclipses comprise only a small fraction of the data points, and that the binary components themselves are well-detached. Since the maximum span of the CoRoT data is 150 days, I identify long-period EBs in the CoRoT data as LCs with only a single deep eclipse. In order therefore to search for CP planets in these LCs I simply remove all in-eclipse points and apply the usual BLS to the remaining data. An example of such a long-period EB is shown on Figure 16.
Figure 16. A CoRoT target showing a single, deep, <5hr long eclipse in a 112d long near- continuous data. This target is almost certainly a long-period EB, with P>87d .
2.3.3. P-Type orbit
2.3.3.1. Modeling
Modeling EBs is a long standing problem in astronomy despite the fact that EBs are important to all field of astronomy, and that there are many EBs. Translating light curve to a model is a non-trivial reverse problem and usually requires a significant amount of human resources.
Despite these difficulties, there are already tools that allow non-experts to model well- behaved EBs. I already operate three EB modeling tools that allow me to model large fraction of the EBs population relatively quickly, especially if these are used in series as different tiers
− 36 − of complexity and accuracy. The DEBiL package (Devor 2004, 2005) is a completely automatic but limited package for analyzing detached EBs: it can reliably model only limb darkened spherical stars with no reflections or third light. Next in complexity is the JKTEBOP program (Southworth et al. 2004a,b) that can model little-deformed stars by using the EBOP (Etzel 1981, Popper & Etzel 1981) model (in which the stars are modeled as biaxial spheroids) taking also reflections, gravity brightening and third light into account. The most capable and accurate is the Willson-Devinney code (hereafter WD) (Wilson & Devinney 1971, Wilson 1979, 1990). I use its PHOEBE implementation (Prša & Zwitter 2005). PHOEBE allows to model nearly all types of EBs (from detached to overcontact) using the more physically accurate Roche geometry, with a host of other parameters including nonzero first period derivative, star spots, non-synchronous rotation, etc. Once an EB is modeled I can search for transiting CB planets in that EB's residuals, and non-transiting planets using eclipse timing (below).
I note that simply by looking for high quality raw data to produce high-quality EB light curves I am bound to find interesting systems among the many EBs. Indeed, I have already identified what seemed to be a quadruple systems of two pairs of massive EBs in the OGLE database, with orbital periods in 3:2 resonance, suggesting that the entire quadruple system is rather compact (Ofir 2008c, see more on § 2.4).
The method of identification depends on the geometry of the system, and differs for CP planets (S-type orbits) and CB planets (P-type orbits); for each configuration techniques that are in principal the same take on different emphasis. There are many detection techniques for planets in binaries: Some, such as RV, transits, microlensing (e.g.: Lee et al. 2008) and astrometry are common to planets around single stars. Some, like eclipse timing and even gravitational waves (Seto 2008) are unique to binaries. In this work I focus on transits and also, to a lesser extent, on eclipse timing.
2.3.3.2. Transit detection – circular orbit
Typical ground-based planetary transit discovery light curves have very low signal/noise ratios. Positive detections so far were obtained by folding the light curve on the correct period, which co-adds multiple events. Even with space-based data it is possible to discover the smallest planets only in phase-folded LCs. However, for the P-type planes that are the topic here no such phase-folding is possible (or beneficial) since the transit signal is no longer strictly periodic.
− 37 −
I thus developed CB-BLS (Ofir 2008, Paper # 1) to allow the detection of the complicated signal of transiting CB planets. I later further developed the CB-BLS technique to make it more sensitive, gave an analytical estimates for its detection limits, blind-tested it, and finally applied it to real data (Ofir, Deeg and Lacy 2009, Paper # 2).
2.3.3.3. Transit detection – eccentric orbit
This subsection describes further evolution of CB-BLS that has not yet been published. The concept: Since Papers # 1 and # 2 were published some progress has been made in generalizing CB- BLS to account for moderate planetary eccentricity. I refer the reader to these papers for a review of the CB-BLS algorithm, which I hereafter assume to be well known. Back in Paper # 1 the radius of the circular planetary orbit (in the appropriate units) is fully determined from the ratio of the planetary to binary periods (and a reference time). Since real 3-body systems do not move in circular (or even Keplerian) orbits, a correction factor to the effective semi- major axis was then introduced to deal with complicating elements such as the non-central potential which was meant to be a measure (close to unity) of just how Keplerian (or: non- Keplerian) the actual orbit is (note it was originally labeled " a" in Paper # 1, but we hereafter label it " S"). It was further emphasized in Paper # 1 that the then-current CB-BLS does not account for eccentric planetary orbits. I will soon use the S factor to this purpose exactly.
In general, there are two differences between circular and eccentric planetary orbits: 1) the radius of the orbit is not constant throughout the orbit, and 2) the orbital velocity is not constant throughout the orbit. Also, transit searches do not require a good description of the full planetary orbit: a satisfactory description of the orbit is required only for the part of the orbit that passes in front of the star (see Figure 17 between the vertical dotted lines in each panel). The combination of the above is that a transit detection algorithm can limit itself to trying to correct for the local radius and tangential velocity of the planet during transit and avoid describing the full eccentric orbit. Thus, one can re-interpret the multiplicative factor S as the describing the local radius S ≡ r a p (in panel A: the long-dashed line) which is the approximate radius when the planet passes in front of the star only (i.e., the long-dashed line and the ellipse have the similar local radii between the dotted lines) but with the same period. Now S may have values very different than unity as long as the underlying orbit is still stable (see below). Next, one can also use the knowledge of S (at each test orbit) to better constrain the local orbital velocity. At that point the employed model for planetary motion may not be a
− 38 − closed curve any longer: it can be a line with arbitrary start/end points, along which the planet moves once during each period. As long as the model crosses the system baricenter at the correct time and speed, it is photometricaly identical to the true eccentric orbit. This is an economical way of correcting for eccentric planetary orbits, accounting for both e and ω in a single degree of freedom. This is already built into the (circular) CB-BLS.
A B C
ap S⋅ap
α Figure 17. A schematic of CB-BLS with eccentric planetary orbits. The real planetary orbit is the solid ellipse, and its equivalent circular orbit (same semi-major axis, same period) is the solid circle. The host EB orbit is the filled ellipse, and the observer is assumed to be situated at the bottom. Panel A: only the part of the orbit that passes in fron t of the EB contributes to the transit signal (between the dotted lines), and therefore CB-BLS checks for planets having the same period but radii multiplied by S to match the local radius (long-dashed line). Panel
B: Highlighting the angle α - here at the minimal distance rmin geometry. Note
sin(α ) ≈ab / r = 1/ aS p . Panel C: Once the local transverse velocity VT is also known there is no need to model a closed planetary orbit.
In practice: I will now develop the explicit expressions for the local orbital radius and tangential velocity using the S correction factor, and the correct minimum/critical sampling of S: Local orbital radius : If the binary semi-major axis is defined as unity, the planetary semi-
2/3 major axis is ap= ( P p P b ) . The maximal and minimal distances of the planet from the host binary are rmin = (1− e)a and rmax = (1+ e)a (e.g.: see the minimal distance in panel B of Figure 17). From stability consideration the minimal distance should be larger than acrit (which is defined on Holman & Wiegert 1999 eq. 3). This means that the maximal a eccentricity is e =1 − crit and so the maximal distance is: r=2 a − a . Also, in order max a max crit to not miss any transit event, the discrete sampling of S should be such that the planet model displacements due to S would be smaller than the radius of the smaller component of the
− 39 − R two stars, i.e.: Ssin α = R or: S =min = R S (see panel B above). Thus the min sin α min multiplicative S factor above should span the range [ acrit /ap,2-acrit /ap] (or: r=[ acrit ,2a p-acrit ]) in logarithmic sampling.
Local orbital velocity : the local orbital radius relative to a focus of an ellipse is:
2 2 a p (1− e ) r (1− e ) r = , so we now have a geometrical expression: S ≡ = where ν is 1+ ecos ν a p 1+ ecos ν the ellipse's angular coordinate of the planet's orbital position. Also, the sky-projected (or: tangential), orbital velocity of the planet is: V = rθ& = ()1+ ecos ν where p is the semi- T p latus rectum, ≡ G(M * + M p ) , and M* and Mp are the total masses of the binary components and the mass of the planet, respectively. By setting e=0 we can use VT to find the
e=0 2π ap proper conversion from physical units to CB-BLS's system of ab ≡1: VT = = ap P p
2π 3/ 2 so = ap . Going back to eccentric orbits we find that Pp