Tracing the Perseus spiral arm in the anticenter direction
Maria Monguió i Montells
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Tracing the Perseus spiral arm in the anticenter direction
Mem`oria presentada per Maria Mongui´o i Montells
per optar al grau de Doctor per la Universitat de Barcelona
Barcelona, Setembre de 2013 2 . 3 ProgramadedoctoratenF´ısica
Mem`oria presentada per Maria Mongui´o i Montells
per optar al grau de Doctor per la Universitat de Barcelona
Directors de la tesi:
Dra. Francesca Figueras Dr. Preben Grosbøl
Tutora de la tesi:
Dra. Francesca Figueras 4
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res
“La gent t´e estrelles que no s´on iguals. Per uns, els que viatgen, les estrelles s´on guies. Per altres nom´es s´on llumets. Per altres, que s´on savis, s´on problemes. Per`ototes aquestes estrelles callen. Tu tindr`as estrelles com no en t´ening´u.” El petit pr´ıncep, Antoine de Saint-Exup´ery.
“All men have the stars, but they are not the same things for different people. For some, who are travelers, the stars are guides. For others they are no more than little lights in the sky. For others, who are scholars, they are problems. But all these stars are silent. You -you alone- will have the stars as no one else has them.” The little prince, Antoine de Saint-Exup´ery. 6
. Acknowledgments / Agra¨ıments
I would like to thank Dra. Francesca Figueras Si˜nol and Dr. Preben Grosbøl, for giving me the oportunity to develop this thesis. For everything they taught me, all the things we’ve learned together, all their support, and all the moments in the offices in Barcelona, in Garching, and also in some telescope control room. Cesca, merci per les hores, les correccions, les bromes, la paci`encia, els caf`es, i tantes i tantes coses... Mil gr`acies! Preben, thank you for not only telling and showing, but also involving me. Tak! Tamb´e vull agrair el suport de l’equip Gaia, encap¸calat pel Dr. Jordi Torra, la Dra. Carme Jordi i el Dr. Xavi Luri. A la Lola (Dra. Balaguer-N´u˜nez), per tot el suport cient´ıfic, log´ıstic i moral; al Dani per totes les re-instal·lacions; aix´ı com a la resta de cient´ıfics i enginyers del grup. Gr`acies a l’IEEC, a l’ICC i al Departament d’Astronomia i Meteorologia de la Universitat de Barcelona, aix´ı com a tots els seus membres. I especialment al JR, al Jordi, la Montse, la Rosa i al Gaby: espero haver-vos emprenyat una mica, per`o no massa. Thanks to the European Southern Observatory, for all the nice stays I have done both, in Garching and in Santiago de Chile, y especialmente al Dr. Giovanni Carraro. A la Teresa, la Merc`e, la Maria, el Santi, la Hoda i la Laia; gr`acies per compartir ci`encia, caipirinyes, simulacions, viatges, programes fortran, en python, i tot el que s’ha necessitat. A la colla de doctorants del DAM, per haver pogut compartir penes i alegries durant tots aquests anys. A la Laura, per compartir cam´ı(iperqu`e no importa les raons que tu tinguis, ella sempre guanya). A la Rosa i la Neus per les confid`encies (i la carros!). Al Pere, al Jordi, a l’H´ector, al Javi, al Pau, a la Carme, a la Gemma, al Sinu, al V´ıctor, al Josep Maria, a l’Alvaro, al Xavi, al Benito, (i als que em deixo!) perqu`e segons diu l’anunci, he passat amb vosaltres totes les diminutes vacances (o els petits caps de setmana) de cada dia, durant elsultims ´ cinc anys. Als amics de fora de l’astronomia. Als de Quanca per les nits estrellades als Pirineus. Als de futbol per permetre’m desconnectar. Per confondre’m amb una astr`ologa, preguntar-me pels extraterrestres, els salts del Baumgartner i els forats negres. Per tractar-me de friqui quan apuntant amunt asseguro que aquell punt ´es Saturn, i alhora flipar amb el l`aser i el telescopi. Isobretotalamevafam´ılia. Als meus pares, per ser-hi sempre. Al Pere, per tot el que n’aprenc i tot el que em fa enrabiar. A lesavies ` perqu`emelesestimomolt´ıssim. Als cosinets figueros d’aqu´ı i de per tot arreu, per les cerveses, els partits del Bar¸ca, les esquiades, i els minifigos, que s´on tots per menjar-te’ls!
7 8
This work was supported by the FPI grant (BES-2008-002471 through ESP2006-13855-C02- 01 project) of Miniterio de Ciencia y Educaci´on and the Spanish Ministry of Economy MINECO - FEDER through grants AYA2009-14648-C02-01, AYA2010-12176-E, AYA2012-39551-C02-01 and CONSOLIDER CSD2007-00050. The results of this work are based on observations made with the ING telescopes operated on the island of La Palma at the Spanish Observatorio del Roque de los Muchachos of the Instituto de Astrofisica de Canarias, and with the 1.5m tele- scope of the German Spanish Astronomical Center, Calar Alto, operated jointly by the Max Planck Institut fur Astronomie and the Instituto de Astrof´ısica de Andaluc´ıa. This research has made use of Aladin, Vizier and Simbad, developed by CDS, Strasbourg, France; TOPCAT & STILTS: Starlink Table/VOTable Processing Software developed by M.B. Taylor, and the WEBDA database, operated at the Department of Theoretical Physics and Astrophysics of the Masaryk University. During this thesis several visits to the Europen Southern Observatory have been done, both in Garching (Germany) and Santiago (Chile). We also want to thank Dr. Maria Czekaj and Dr. Annie Robin for providing us simulations of the new version of the Besan¸con Galaxy Model. Resum
La nostra Gal`axia ´es un sistema d’unes 1011 estrelles, gas interestel·lar i petites quantitats de pols, on tamb´e hi podem trobar camps magn`etics a trav´es dels quals hi viatgen part´ıcules de rajos c`osmics. Tot i aix`o, s´on les forces gravitacionals les que governen l’estructura i la cinem`atica del sistema. Superposat a tota aquesta distribuci´o hi podem trobar l’estructura espiral, que tot i estar distribu¨ıdaatrav´es de tota la Gal`axia, tamb´e consta de petites agrupacions i irregularitats. Han passat m´es de 150 anys des que William Parsons (1800-1867) va detectar, l’any 1845, l’estructura espiral de M51. No obstant, no va ser fins l’any 1952 que W.W. Morgan va trobar, per primera vegada, evid`encies de l’estructura espiral a la Via L`actia, a trav´es d’observacions de regions d’hidrogen ionitzat, tot obtenint les seves dist`ancies a partir de paralaxis espec- trosc`opiques. Avui en dia, i despr´es de molts anys d’investigaci´o, encara no disposem d’una teoria completa sobre la forma i l’origen dels patrons espirals de la Via L`actia. I tot i ser conscients que s´on un factor important per explicar l’evoluci´o dels discos gal`actics, la manca d’evid`encies observacionals sobre els bra¸cos espirals de la nostra Gal`axia ´es evident. Moltes preguntes clau encara no tenen resposta, com ara: quin ´es el mecanisme de formaci´oievoluci´o de l’estructura espiral en discs estel·lars? Es tracta d’estructures transit`ories o s´on estructures de llarga durada? Quins s´on els seus components b`asics; estrelles o gas? El treball realitzat durant aquesta tesi pret´en ajudar a resoldre algun d’aquests interrogants. El principal objectiu ´es tra¸car el bra¸c espiral de Perseu en la direcci´o de l’anticentre Gal`actic. La feina desenvolupada es pot separar en tres apartats. En primer lloc, un mostreig amb fotometria Str¨omgren en la direcci´o de l’anticentre Gal`actic, mitjan¸cant el qual hem obtingut un cat`aleg de 96.980 estrelles, 35.974 d’elles amb informaci´o completa en els sis filtres uvbyHβ, i totes elles en una regi´o de 16 graus quadrats del cel. En segon lloc, per tal d’obtenir els par`ametres f´ısics per a aquestes estrelles, hem creat un nou m`etode a partir de models atmosf`erics i evolutius. Finalment, s’ha utilitzat tota aquesta informaci´o per estudiar la distribuci´o de la densitat estel·lar en la direcci´o de l’anticentre. Aquestes dades tamb´e ens han perm`es crear un mapa d’extinci´o tridimensional, a partir del quan hem analitzat la distribuci´odepolsaix´ı com la seva relaci´o amb el bra¸cespiraldePerseu.
Nou cat`aleg de fotometria Str¨omgren en la direcci´o de l’anticentre
La Wide Field Camera (WFC) situada a l’Isaac Newton Telescope (INT), ens ha perm`es utilitzar elsfiltresStr¨omgren uvbyHβ en un mosaic de CCDs amb un camp de visi´ode∼ 0, 5◦ ×0, 5◦.Han estat necess`aries diverses campanyes observacionals per cobrir els ∼16◦ del mostreig. Aquest consta de dues regions de cel amb diferents caracter´ıstiques. La regi´ointernat´e una magnitud l´ımit m´es profunda, i cada camp ha esta observat fins a tres vegades amb petits despla¸caments per
9 10 tal de minimitzar els efectes dels p´ıxels defectuosos i dels raigs c`osmics. La regi´oexternat´e una magnitud l´ımit m´es brillant, i cada camp s’ha observat nom´es una vegada. El mostreig compta amb 96.980 estrelles, amb precisi´oastrom`etrica entorn a 0,02, i amb fotometria en almenys un dels sis filtres disponibles (u, v, b, y, HβW i HβN ). Per`o ens calen tots els sis filtres per tal de crear els ´ındexs (V,m1,c1,Hβ), i aix´ı poder-ne calcular els par`ametres f´ısics. Nom´es 35.974 d’aquestes estrelles compleixen aquesta condici´o, i per tant podran ser utilitzades per a l’estudi. Les precisions en fotometria obtingudes varien amb la magnitud V , i van des d’unes poques cent`essimes de magnitud per les estrelles brillants, fins a ∼0.1 magnituds per a alguns ´ındexs i per a estrelles febles. L’`area observada s’ha centrat lleugerament per sota del pla gal`actic per tal de tenir en compte l’alabeig del disc, i cobreix longituds gal`actiques entre l ∼177◦ i l ∼183◦, i latituds entre b ∼−2◦ i b ∼ 1.5◦.
Nou m`etode de derivaci´o de parametres f´ısics
Hi ha disponibles a la literatura diverses calibracions per tal d’obtenir els par`ametres f´ısics a partir de fotometria Str¨omgren. Refer`encies com ara Crawford (1978, 1979), Balona & Shob- brook (1984), Claria Olmedo (1974), Grosbol (1978) o Hilditch et al. (1983) presenten m`etodes lleugerament diferents que hem comparat amb dades del cat`aleg Hipparcos. Els biaixos i les difer`encies obtingudes han estat utilitzats per tal de triar la millor opci´o en cada cas i con- struir el m`etode de calibraci´oemp´ırica (EC, per les seves sigles en angl`es) que ens proporciona dist`ancies, magnituds absolutes i absorcions per a les estrelles del nostre cat`aleg. At`es que el nostre objectiu ´es utilitzar les estrelles joves, nom´es hem calculat els par`ametres f´ısics de les estrelles de les regions 1-2-3, ´es a dir, estrelles calentes fins a tipus espectral A9. Aquest m`etode necessita una classificaci´opr`evia de les estrelles en regions, fet que pot comportar discontinu¨ıtats en els resultats. D’altra banda, proposem un nou m`etode basat en models (MB, per les seves sigles en angl`es) per a calcular els par`ametres f´ısics a partir de la fotometria Str¨omgren. S’utilitzen tres ´ındexs lliures d’extinci´o, [m1], [c1],Hβ, per fer correspondre cada estrella amb un dels punts de la xarxa del model atmosf`eric, utilitzant tamb´e els errors fotom`etrics corresponents. S’ha comparat els models disponibles Castelli & Kurucz (2004), Smalley & Dworetsky (1995) i Smalley & Kupka (1997) per tal de trobar la millor xarxa possible. A continuaci´o, hem utilitzat els models evolutius de Bressan et al. (1993) i Bertelli et al. (2008) per a calcular els caracter´ıstiques finals per cada estrella. De nou, s’ha desenvolupat comparacions amb dades d’Hipparcos per tal d’optimitzar les malles per a estrelles fins a temperatures efectives de 7000K. Aix´ıdoncs,elspar`ametres f´ısics proporcionats per estrelles m´es fredes poden estar esbiaixats ja que no han estat comprovats. Aquest m`etode no necessita de classificaci´opr`evia en regions, evitant discontinu¨ıtats. De totes maneres, encara podem trobar ambig¨uitats entre les estrelles primerenques i les tardanes, ja que queden situades, en l’espai [m1] − [c1], en una regi´o on es poden confondre. Les estrelles amb errors grans d’alguna de les dues regions poden quedar situades amb facilitat molt a prop de l’altra regi´o, portant a errors de classificaci´o. Aquest ´es un problema dif´ıcil de resoldre, i que est`a present tant en el m`etode EC com al MB. Tot i aix`o, en alguns casos, les dades de 2MASS ens poden ajudar a resoldre aquesta ambig¨uitat. La comparaci´oentreelsdosm`etodes ens d´ona resultats similars, tot i que podem trobar un biaix en les dist`ancia d’un 20%, principalment a causa de les diferents calibracions en magnitud absoluta utilitzades. Els par`ametres f´ısics obtinguts tamb´e s’han comparat i complementat amb dades de cat`alegs externs. El cat`aleg d’IPHAS ens ha ajudat a identificar i treure de la mostra les estrelles amb 11 l´ınies d’emissi´o. A m´es, les dades de 2MASS ens permeten comparar l’absorci´o en l’infraroig amb els nostres resultats, i aix´ı obtenir un indicador de la qualitat dels nostres resultats, especialment alaregi´o del diagrama [m1]−[c1] entre les regions primerenca i tardana, on certes estrelles poden estar mal classificades.
La sobredensitat estel·lar i la capa de pols associades al bra¸cdePerseu
Per estudiar la distribuci´o radial de la densitat de les estrelles a la direcci´o de l’anticentre, hem de seleccionar les estrelles que s´onutils ´ per a aquest prop`osit. En primer lloc, hem excl`os les estrelles m´es fredes de 7000K. Aix´ı mateix, les estrelles que siguin classificades com d’emissi´oa partir de les dades d’IPHAS tamb´e seran excloses. A continuaci´o, diferents criteris ens ajudaran a netejar la mostra, tot eliminant aquelles estrelles que tinguin informaci´o dubtosa. D’aquesta manera, utilitzarem diverses mostres de dades, amb informaci´om´es o menys precisa, i amb m´es o menys nombre d’estrelles. Obtenim la magnitud l´ımit per totes les mostres per tal de poder calcular la seva completitut en funci´odeladist`ancia. At`es que estem estudiant la variaci´o de la densitat d’estrelles a diferents dist`ancies, hem d’estar completament segurs que tenim mostres completes a una certa dist`ancia. Si ´es aix´ı, la variaci´o de densitat que puguem trobar, ser`a degudaunicament ´ a causes f´ısiques (radi d’escala, sobredensitat estel·lar, etc.), per`o no a causa dels biaixos observacionals. Aix´ı doncs, hem cal- culat l´ımits en la magnitud absoluta per a cadascuna de les mostres per tal de crear mostres completes fins a 3 kpc, ja que esperem trobar el bra¸cdePerseum´es proper a aquesta dist`ancia. D’altra banda, la saturaci´o d’estrelles molt brillants tamb´eimposaunl´ımit de completitut per a estrelles properes a 1,2 kpc, i per tant, tamb´e estableix un l´ımit per a magnituds absolutes intr´ınsiques m´es brillants. Per tal de calcular aquests l´ımits m`axim i m´ınim en les magnituds absolutes intr´ınseques hem utilitzat la magnitud visual V aix´ı com l’absorci´o en el visible obtin- gudes a 1,2 i 3 kpc. Utilitzant les mostres completes entre 1,2 i 3 kpc, i un cop aplicats els talls en magnituds intr´ınseques a cadascuna de les mostres, podem estudiar la distribuci´o de densitats en funci´ode la dist`ancia. L’estudi de la densitat superficial ´es la millor opci´o, ja que pot tenir en compte els efectes de l’al¸cada patr´odelaGal`axia, l’alabeig del disc present en aquesta direcci´oolaposici´o del Sol per sobre del disc Gal`actic. S’han obtingut diferents distribucions de densitat superficial per a cada una de les mostres, diferents mides de bin, regions de cel i tamb´e utilitzant els dos m`etodes disponibles per al c`alcul de la dist`ancia, EC i MB. Tamb´e hem ajustat el radi d’escala de la Gal`axia per a cadascun d’ells. Les distribucions obtingudes amb el m`etode MB mostren en tots els casos una clara sobredensitat al voltant de 1,7 kpc. La sobredensitat obtinguda a partir del m`etode EC no ´es tan clara, encara que tamb´e´es observable en alguns casos. De fet, la pres`encia del bra¸c pot esbiaixar l’ajust del radi d’escala, aix´ı doncs hem repetit els ajustos evitant els punts propers a la regi´o de la sobredensitat. El rang de valors obtingut per al radi d’escala ´es [2.0-2.6] kpc. Els ajustos tamb´e proporcionen la densitat superficial de la posici´o del Sol per a cada una de les mostres. En el cas de la mostra d’estrelles amb tipus espectrals B4-A1, s’ha pogut estimar el valor de la densitat superficial a l’entorn solar en 0.022 /pc2. Tot i que els valors esperats per aaquestpar`ametre s´on molt incerts, ja que depenen del rang de magnitud absoluta intr´ınsica utilitzat i tamb´e de l’al¸cada patr´o utilitzada, els valors obtinguts s´on coherents amb els obtinguts apartirdelanovaversi´odelmodeldeGal`axia de Besan¸con. S’han realitzat diversos testos χ2 que ens han perm`es rebutjar fins a un 5% de signific`ancia 12 la hip`otesis que la distribuci´o de densitat obtinguda (al treballar amb el m`etode MB i amb les mostres amb m´es estrelles) ´es deguda nom´es a una caiguda exponencial. De la mateixa manera, tenint en compte el nombre d’estrelles observades a la regi´o al voltant del pic, i comparant-lo amb el nombre d’estrelles estimat per la distribuci´o exponencial ajustada, podem calcular una signific`ancia per la sobredensitat de 3σ,aix´ı com una amplitud de la sobredensitat al voltant del 10%. Les nostres dades tamb´e ens permeten crear un mapa tridimensional de l’absorci´oalaregi´o estudiada. S’ha creat una malla en l, b, r, en cada punt de la qual l’absorci´o AV es calcula com la mitjana de totes les estrelles disponibles, ponderada per la dist`ancia entre el punt i cadascuna de les estrelles. El pes gaussi`a utilitzat ens permet incloure un par`ametre σ,queser`a diferent per cada cada punt, depenent de la densitat d’estrelles al seu voltant. Per als punts propers al Sol, hi haur`a una major densitat, ´es a dir, m´es estrelles disponibles (tant a causa del radi d’escala com de la magnitud l´ımit) i per tant podrem aconseguir millor resoluci´o. Per als punts en regions de densitat inferior, la σ utilitzada ser`am´es gran ja que haurem de promitjar per a volums m´es grans, i la resoluci´o que ens proporcionar`a el mapa tridimensional ser`amenor.
Mitjan¸cant l’estudi de l’absorci´o AV en funci´odeladist`ancia, i m´es concretament, la seva variaci´o dAV /dr, trobem un canvi clar de tend`encia al voltant 1,7 kpc, just on hem detec- tat el bra¸c de Perseu. Aquest fet indica la pres`encia d’una capa de major densitat de medi interestel·lar just abans del bra¸c espiral, i una menor densitat darrere d’aquest. Segons la teoria de Roberts (1972) aquest escenari coincideix amb una capa de pols just abans del bra¸c, indicant que podr´ıem trobar-nos dins del radi de corrotati´o. El mapes bidimensionals l, b obtinguts a diferents dist`ancies ens proporcionen la ubicaci´o de diferents n´uvols de gas, que coincideixen amb els que hem trobat a la literatura. L’estudi de la variaci´o de l’absorci´o dAV /dr tamb´e pot detectar aquests n´uvols, proporcionant dist`ancies molt m´es precises de les disponibles a la literatura. Abstract
The main purpose of this thesis is to map the radial variation of the stellar density for the young stellar population in the Galactic anticenter direction in order to understand the structure and location of the Perseus spiral arm. A uvbyHβ Str¨omgren photometric survey covering 16◦ in the anticenter direction was carried out using the Wide Field Camera at the Isaac Newton Telescope. This is the natural photometric system for identifying young stars and obtaining accurate estimates of individual distances and ages. As a result, a main catalog of 35974 stars with all Str¨omgren indexes has been obtained, together with a extended one with 96980 stars with partial data. The central 8◦ have a limiting magnitude of V ∼17mag, while the outer region reaches V ∼ 15.5mag. These large samples permit us to analyze the stellar surface density variation associated to the Perseus arm and to study the properties of the stellar component and the interstellar extinction in the anticenter direction. To compute the physical parameters for these stars two different approaches have been used, 1) the available pre-Hipparcos empirical calibrations based on cluster data and trigonometric parallaxes, and 2) a new model based method using atmospheric models and evolutionary tracks, optimized for stars up to Teff >7000K. Results for both of them have been compared with Hipparcos data looking for possible biases and trends. The obtained physical parameters allow us to select the intermediate young stars useful for our studies (∼B5-A3). These stars are young enough to still have a small intrinsic velocity dispersion (making them respond stronger to a perturbation), but they are also old enough to have approached a dynamic equilibrium with the spiral perturbation. Through their stellar distances, and after defining distance complete samples between 1.2 and 3 kpc, we can trace the density distribution in the anticenter direction, finding a clear overdensity around 1.7 kpc with an amplitude of ∼10% that can be associated to the Perseus arm. Those distance complete samples, having a statistical significant number of stars, built using the new model based method for distance estimation, show a significance of the Perseus arm peak overdensity larger than 3σ. Exponential fittings also allowed us to constrain the radial scale length of the young population of the Galaxy between 2.0 and 2.6 kpc, as well as to estimate the stellar density at the solar vicinity for stars between B4 and A1 in ∼0.022 /pc2, well in agreement with the results obtained in the new version of the Besan¸con Galaxy Model. In addition, all these data allow the creation of a 3D extinction map, that carefully analyzed shows the presence of a dust layer clearly in front of the location of the stellar overdensity of the arm, suggesting that the corotation radius of the spiral pattern is further away of the position of the Perseus arm. The detection of this dust lane supports the existence of a density wave. Definitive confirmation will come from the ongoing spectroscopic survey using WYFFOS at the William Herschel Telescope in order to obtain radial velocities for a large subsample of the stars in our photometric catalog, that will allow us to trace the possible kinematic perturbation due to the presence of the Perseus arm.
13 14 Contents
IINTRODUCTION 19
1 The Milky Way spiral arms 21 1.1Morphology...... 21 1.2Anoverviewofthespiralstructuretheories...... 22 1.3Observationalconstraintssupportingtheories...... 24
2 The Galactic anticenter 25 2.1ThePerseusarm...... 25 2.2Thelargescalestructure...... 26 2.3Surveys&catalogs...... 28 2.3.1 IPHAS...... 28 2.3.2 2MASS...... 29 2.3.3 LAMOST...... 29 2.4Extinctionmaps...... 30 2.4.1 FroebrichExtinctionmap...... 30 2.4.2 Dark clouds from Dobashi et al. (2005) ...... 30 2.5Otherstudies...... 31
3 Thesis aims and methodology 33 3.1Photometricsurvey...... 33 3.2Physicalparametersandstarselection...... 34 3.3ThestellaroverdensityandthedustlaneassociatedtoPerseus...... 34
II A NEW PHOTOMETRIC CATALOG 37
4 The Str¨omgren photometric survey at the anticenter 39 4.1Surveystrategy...... 39 4.2Observations...... 40 4.3Datareduction...... 42
15 16 CONTENTS
4.3.1 DataPre-reduction...... 42 4.3.2 Photometryextraction...... 42 4.3.3 Extinctioncorrection...... 43 4.3.4 Transformationtothestandardsystem...... 43 4.4Finalcatalog...... 44 4.4.1 Meanmethod...... 44 4.4.2 Photometricprecision...... 46 4.4.3 Astrometricprecision...... 46 4.4.4 Limitingmagnitudeandsaturation...... 47 4.4.5 Illuminationcorrection...... 49 4.5Secondcalibration...... 49 4.5.1 Method...... 53 4.5.2 Newaccuracy...... 56
III STELLAR PHYSICAL PARAMETERS 61
5 Empirical calibrations 63 5.1Classificationmethods...... 64 5.2Extinctionandabsolutemagnitudecomputation...... 67 5.2.1 Earlyregion:O-B9typestars...... 67 5.2.2 Intermediateregions:A0-A3typestars...... 69 5.2.3 Lateregion:A4-A9typestars...... 70 5.3Effectivetemperatureandotherphysicalparameters...... 70 5.4Errorcomputation...... 71
6 The new strategy: Model Based method 73 6.1Modelatmospheres...... 73 6.2Interpolationmethod...... 76 6.3Stellarevolutionarytracks...... 77 6.4 The role of metallicities ...... 79 6.5Binarityeffect...... 82 6.63Dfittingalgorithm...... 85 6.6.1 Method1:Gaussianweightedmean...... 85 6.6.2 Method2:Minimumdistance...... 86 6.6.3 Method 3: Maximum probability ...... 86 6.6.4 Method 4: Weighted maximum probability ...... 88 6.7Errorcomputation...... 90 CONTENTS 17
7 Testing distance derivation using Hipparcos data 91 7.1TheHipparcossample...... 91 7.2Classificationmethods...... 92 7.3Distancemethods...... 94 7.3.1 Empiricalcalibrationmethods(EC)...... 96 7.3.2 Comparingfordifferentatmosphericgrids(MBmethod)...... 101 7.4Comparingmodelbasedandempiricalcalibrationmethods...... 108 7.5Conclusions...... 111
8 Application to our catalog 113 8.1MBmethod...... 113 8.1.1 Probability ...... 113 8.1.2 Physicalparameters...... 115 8.1.3 Errors...... 116 8.2ECmethod...... 117 8.2.1 Physicalparameters...... 117 8.2.2 Errors...... 117 8.3ComparisonbetweenECandMBmethods...... 123 8.4IPHAS...... 128 8.52MASS...... 129
IV THE PERSEUS SPIRAL ARM 133
9 Stellar content in the anticenter 135 9.1Thecatalogofyoungstars...... 135 9.2Limitsonapparentmagnitude...... 138 9.3Lookingforapopulationcompleteupto3kpc...... 139
10 The spiral arm overdensity 145 10.1Methodology...... 145 10.1.1Derivationoftheoptimalbinwidth...... 145 10.1.2Computationofthestellarvolumedensity...... 146 10.1.3Computationofthestellarsurfacedensity...... 147 10.1.4Externalobservationalconstrains...... 149 10.2Radialdistribution...... 151
10.2.1 Degeneracy hz − Σ ...... 152 10.2.2Radialscalelength...... 153 18 CONTENTS
10.3ThePerseusarmoverdensity...... 155
11 The spiral arm dust layer 159 11.1Extinctionmapintheanticenter...... 159 11.2Froebrichextinctionmap...... 160 11.3ThePerseusdustlayer...... 163
11.4 Irregularities in the AV distribution...... 164
12 Towards the detection of the kinematic perturbation 169 12.1Simulatingtheexpectedkinematicperturbation...... 169 12.2ObservationalradialvelocityprogramwithWYFFOS@WHT...... 170 12.3FirstattemptusingLAMOSTdata...... 171
13 Summary, conclusions and future perspectives 173 13.1Summaryandconclusions...... 173 13.2Improvementsandfutureperspectives...... 176
ATables 177
B MV calibration for each spectral type 187
C Surface density distribution plots 189
D Changing the stars in the gap 203
E Bibliography 205 Part I
INTRODUCTION
19
Chapter 1
The Milky Way spiral arms
The Galaxy is a system of about 1011 stars, interstellar gas and some small quantities of dust, where magnetic fields are present, and cosmic ray particles move along the field lines. But the main forces governing the structure and kinematics of the system are gravitational. Superposed on this background distribution we can find the spiral structure, which seem to be organized across the largest parts of the Galaxy although local details are irregular and disrupted. It has been more than 150 years since William Parsons (1800-1867), the third Earl of Rosse, identified the spiral structure of M51 in 1845. However it was not until 1952 when Morgan et al. (1952) found evidences for a spiral structure in the Milky Way. They used the distribution in space of the nearer regions of ionized hydrogen, analyzing them through spectroscopic parallaxes. Meantime, Ewen & Purcell (1951) studied the emission in the 21 cm line in our Galaxy, and they could extend the evidences of these spiral features for further distances from the Sun. Many years after that, although it is well established that spiral arms are important agents driving the evolution of the galactic disks (Sellwood 2011; Fujii et al. 2011), the observational evidences that describe the characteristics of the spiral arms in the Milky Way are frustratingly inconclusive (L´epine et al. 2011). Key questions are still open, some of them being: which is the mechanism of the formation and evolution of the spiral pattern in stellar disks?, are they transients or long-lived structures?, which are their building blocks: stellar or gaseous? This chapter present a non-exhaustive overview of the current state of the art, emphasizing the actual knowledge on the outer Perseus spiral arm in chapter 2.
1.1 Morphology
Basic structure parameters of the Milky Way, such as the number of arms, are still not clear: whereas maps of OB-associations and HII-regions (Georgelin & Georgelin 1976; Russeil 2003) and the Galactic distribution of free electrons (Taylor & Cordes 1993) suggests a 4-armed pattern, infrared surveys such as COBE K-band data (Drimmel 2000) propose that the non-axisymmetric mass perturbation has a two rather than a four armed structure. External galaxies often show a two-armed structure in near-infrared while they may appear multi-armed in visual bands (Grosbøl et al. 2004), indicating that different arms could have different building blocks. The spiral model of the Milky Way obtained with Spitzer/IRAC infrared data in the Galactic center direction (Benjamin 2008) is in agreement with this extragalactic scenario. Benjamin (2008)
21 22 CHAPTER 1. THE MILKY WAY SPIRAL ARMS
Figure 1.1: Left: Sketch by Vall´ee (2008) of the spiral arms of the Milky Way. Right: artistic view of the milky way developed by Robert Hurt and obtained from Churchwell et al. (2009). Spiral pattern proposed by Efremov (2010) is overplotted in both figures. proposes that the Milky Way has two major spiral arms (Scutum-Centaurus and Perseus) with higher stellar densities and two minor arms (Sagittarius and Norma) mainly filled with gas and pockets of young stars. Whereas Y´a˜nez et al. (2008) proposed that these additional gas arms may form due to a secondary shock in a 2-armed spiral perturbation, Englmaier & Gerhard (1999) associated them to the response of the bar perturbation. We can see this distribution in Fig.1.1, where Vall´ee (2008) shows a possible distribution of the arms and we can also see the artistic view of the Milky Way developed by Robert Hurt, with the name and location of the arms according to Efremov (2010). The pitch angle (usually associated to logarithmic spiral arms) has been ranging from 12◦ (e.g., Drimmel et al. (2003) or Russeil (2003)) to 5◦ (Melnik 2003). Other parameters like inter- arm separation, amplitude of the arm overdensity, and even live-times of the arms are also under discussion. The derivation of most of these parameters is associated to the spiral arm theory adopted for the analysis. These models provide physical relations between them and also try to explain the origin and evolution of the spiral structures. In Vall´ee (2005) we can find a very detailed review of different studies about the Milky Way spiral arms made by different authors and using different data (HII regions, CO clouds, stars, OB associations, dust, etc.). Combining all these data, they proposed a possible distribution and shape for the Milky Way spiral arms (see Fig.1.1). Hereafter, we will use the nomenclature from the Vall´ee (2008) picture for the spiral arms names.
1.2 An overview of the spiral structure theories
It is not surprising that rotating disk galaxies should exhibit spiral structure, but the nature of these spiral patterns is not completely understood, probably because the origin of this spiral structure is not unique. Are the spiral arms of the Milky Way material arms or density waves? The answer to this question is still a great challenge of Galactic astronomical research. The disk galaxies rotate differentially, so the orbital period increase with the radius R.Thusifspiral 1.2. AN OVERVIEW OF THE SPIRAL STRUCTURE THEORIES 23 arms were long lived material features, then differential rotation would wind them up into very tightly wrapped spirals. Early in the sixties, Lin & Shu (1964) suggested a new theory named density wave theory, with a spiral density wave traveling through the galactic disk. So while rotating through the disk with a constant angular speed, the stars and the gas pass through the arms, the potential well would increase, increasing also the star density and the star formation. Lin & Shu theory assumes that the spiral structure is a stationary density wave, and it remains unchanged over many orbital periods. However, this assumption may not be true, and most evidences show that spiral patterns change over the time. In addition, this theory do not discuss the origin of the spiral pattern. Another related mechanism is the one proposed by Toomre, also assuming a spiral density wave theory. As known, disks are stabilized on small scales by random motion, and on large scales by rotation, although random motion can be temporarily suppressed. In those cases, small perturbations in the disk can be swing amplified as described in the so-called swing amplification theory (see Toomre (1981)). Masset & Tagger (1997) proposed an extension of this theory taking into account the non linear effects, this is the so called resonant coupling theory. Using this extension it is possible to understand the formation of galactic systems with more complex spiral arm morphologies. A very different approach was presented by Romero-G´omez et al. (2007), proposing a dy- namical theory for the spiral arms, with its origin in the periodic orbits around the equilibrium points of the galactic system. The invariant manifolds associated to the unstable periodic orbits around these equilibrium points form rings or spiral features that, depending on the bar and disk parameters, can match the observational constraints. While for the other theories the stars move across the arms, the invariant manifold theory suggests that the stars populate these spi- ral shape orbits, so the mean motion would be along the arm. The stars kinematics is a clear observational constraint that would distinguish between this and other theories. Another alternative is based on external interactions. Sellwood & Carlberg (1984) presented simulations in which the disk grows through gas accretion, with the accreted mass being added to the model in the form of particles on initially circular orbits. If the accreted mass per rotation is about 1.5% of the disk’s initial mass, the disk can maintain an open spiral pattern similar to the spiral patterns of Sc galaxies. Also tides from external galaxies provoke a two-sided response. For example, the two armed grand-design spiral galaxies M51 and M81 are clearly interacting with external companions, so it is very likely that these galaxies owe their symmetric spirals to these tidal interactions (Toomre & Toomre 1972). Other theories describe spiral disks supported by chaotic orbits (Voglis et al. 2006; Patsis 2006), important when the perturbations are large, specially near corotation. This chaotic motion creates spiral arms almost completely formed by mass. These different models do not have to be mutually exclusive. The most critical issue nowadays is to improve the observational evidences to test them. Nowadays as the observational data available has not enough accuracy to test these theories, numerical simulations are commonly used. Orbits integration in a fixed potential (test particle simulations) and self-consistent N-body simulations are being used to study the spiral arm properties and their formation and evolution. From simulations it has been found that the spirals perturb strongly the kinematics of the disk (Antoja et al. 2011) and that the amplitude, pitch angle and pattern speed profile of the spirals give a lot of information about their nature 24 CHAPTER 1. THE MILKY WAY SPIRAL ARMS
(Roca-F`abrega et al. 2013).
1.3 Observational constraints supporting theories
External galaxies are a perfect test bed to study possible spiral theories. As mentioned before, the derivation of the pattern speed of a spiral perturbation is an important physical parameter to disentangle between theories. An efficient method to compute pattern speeds in external galaxies is the method from Tremaine & Weinberg (1984) that uses spectral and photometric information in long slit spectra across the galactic disk. Also in this line, and as an example of the recent observational efforts, Buta & Zhang (2011) proposed and applied a new method, named ‘potential-density phase-shift method’for locating corotation radii in external galaxies. The authors prove that numerical simulations have been very useful for highlighting the impact of pattern speed on galaxy structure. The tool allows the determination of the kinematic properties of galaxies using their galaxy morphology. However, although this observational programme shows interesting results such as the fact that multiple pattern speeds are common in spiral and barred galaxies and that both bar-driven and non-bar-driven spirals are detected in a large sample of more than 150 galaxies, one of the important requirements of the method is that wave modes in galaxies shall be quasi-stationary. Thus, the conclusions of this huge observational effort rely in a hypothesis that has not been tested. On the other hand, and as pointed out by Rix & Rieke (1993), observationally, density wave phenomena can be best studied in the near infrared. K band images of face-on galaxies do trace the massive disk star population and allow a mapping of the azimuthal variation in the surface mass density of the stellar disk. But again, questions rise: the spatial structure seen in the near-IR, and the star formation, seen in the optical bands, are coupled or not? Are the dynamics and the star formation related? How this is linked to the spiral structure theories? Observational programmes are ongoing to analyze how the spiral density wave is triggering the star formation (i.e. Mart´ınez-Garc´ıa et al. (2009)). Grosbøl (2006) and Grosbøl & Dottori (2012) analyzed both the azimuthally distribution of young stellar clusters (Age< 7 Myr) and the age gradient of clusters across the spirals. The fact that young, massive clusters show azimuthal age gradient suggests the presence of density wave in NGC 2997. As discussed in Grosbøl (2013) other observational tracers can be: 1) the dust lanes (outlined in (B-K) colour index maps), 2) the derivation of amplitude and pitch angle in spirals, that would suggest a lower limit in the radial force, 3) the colour gradients along the arms, that would trace the star formation process after large-scale shock, among others. These are only few examples of the huge observational efforts in progress focused to distin- guish among the different spiral scenarios, programmes designed both to test the validity of the theoretical models proposed and to disentangle the nature of the spiral arms. However, up to now none of them have been conclusive for a definitive understanding of the Milky Way spiral scenario. Chapter 2
The Galactic anticenter
2.1 The Perseus arm
The Perseus arm has been studied mostly in the second and third Galactic quadrant. However there are very few studies linking both quadrants and providing information in the anticenter direction (i.e. at galactic longitude l = 180◦). This statement is inherent to the fact that distances from HI observations cannot be computed in this direction. This is observed in Fig.2.1- top-left reproduced from Levine et al. (2006). The authors exclude the region between 165◦ and 195◦, since in this direction the large scale velocities along the line of sight are too small with respect to their random velocities to establish reliable distance from the HI data.1 The Perseus spiral arm has been studied at different wavelength and using different tracers in the last decades. Almost fifty years from now, Lindblad (1967) undertook a deep kinematic analysis of the HI neutral gas in the anticenter. He pointed out the existence of large irregular and asymmetric motions with important departures from circular rotation of the gas motion, associating these irregularities to the distribution of matter in the spiral arms. More recently, Dame et al. (2001) published a new large-scale CO survey providing detailed information on individual molecular clouds. They found that a third-quadrant extension of the Perseus Arm is visible although it is traced by fewer and generally fainter clouds than in the second quadrant. A similar study was developed by Carpenter et al. (2000) in a multiwavelength analysis using the CO Survey, the IRAS Point Source Catalog, the published radio continuum surveys and new near-infrared and molecular-line observations. They studied the star formation properties of molecular clouds concluding that clusters around OB stars contribute substantially to the stellar population currently forming in the W3/W4/W5 HII regions within the Perseus arm. Russeil (2003) published an extended catalog of star forming complex. She determined the position, the systemic velocity and the kinematic distance for each of them, which allowed to trace the Perseus arm in the second quadrant. She concluded that in both, the three-arm and the four-arm fitted models, the Perseus arm is always unambiguously delineated. More recently, Xu et al. (2006) gave a distance of 1.95±0.04 kpc at the massive star-forming region W3OH (l = 134◦), that they locate in the Perseus arm. The same authors extended the study (Reid
1The method used to study the kinematics of the gas needs the assumption of a galactic rotation curve, and then through the radial velocity at different directions, an estimation of the distance can be done, everywhere, except in the Galactic anticenter direction, where the radial velocity component due to the Galactic rotation is null.
25 26 CHAPTER 2. THE GALACTIC ANTICENTER et al. 2009) with up to five star-forming complexes between l = 112◦ and l = 189◦ in the Perseus arm located at distances between 1.95 and 2.81 kpc, from which they obtained a pitch angle for the Perseus arm of 16.5±3.1◦. The authors also locate two of the complexes at the outer arm (at distances of 5.3 and 5.9 kpc) with a possible pitch angle of 2.3◦. Brunthaler et al. (2011) extended the study obtaining similar results (see Fig.2.1). Emission line stars have recently been used to study the Perseus arm. Raddi et al. (2013) used IPHAS data and low resolution spectroscopy to select and characterize Be stars in the region 120◦ 2.2 The large scale structure Many different large scale features can be studied when observing in the anticenter direction, e.g. the radial and vertical scale length, together with the possible truncation of the disk (cut-off). Warp and flare have been also proved to be important. As pointed out by Freeman (1970) the scale length of the thin disk varies as a function of Galactic morphological type. It is a very poorly known parameter although it can be a major discriminant of theories on thin disk formation. For external galaxies the derivation of the radial scale length as a function of age is now being studied (e.g. Gogarten et al. (2010), for NGC300), finding evidences for inside-out growth of the stellar disk: the scale length increase from past (old stars) to present (young population). For the Milky Way, different values have been published when using different stellar population to study it. van der Kruit (1986) obtained 5.5±1.0 kpc using the surface brightness of the Galactic background in the Pioneer 10 background starlight experiment. Habing (1988) obtained a scale length of 4.5 kpc (and a cutoff at a galactocentric distance of 9.5 kpc) through the IRAS Point Source Catalog. K giants tracing the old disk where used by Lewis & Freeman (1989) to obtain the value of 4.4 kpc. Infrared radial surface 2.2. THE LARGE SCALE STRUCTURE 27 Figure 2.1: Different results of spiral arm studies. Top-Left: Figure from Levine et al. (2006), where a four-armed symmetric spiral model is overplotted, the solid lines represent the model over its claimed range of validity, the dashed lines are an extension beyond that range and the unlabeled short line near the Sun is the local Orion arm. Underlying contours indicate surface density of HI, with colored regions being overdense compared with the local median, whereas gray scale regions are underdense. Top-right: Plot from Russeil (2003) where circles are star- forming complexes with size proportional to the excitation parameter. A four arm model is over-plotted. Bottom-Left: Figure from Brunthaler et al. (2011) with an artistic plot of the Milky Way from R. Hurt. Overplotted we can see all the observed VLBA sources. Distance error bars (in green) are shown for all sources. Bottom-right: Figure from V´azquez et al. (2008) with the CO molecular clouds indicated in gray squares (their size indicate their mass), clusters indicated with open circles and blue plummes plotted with open circles. Spiral arms from Vall´ee (2005) are overplotted. 28 CHAPTER 2. THE GALACTIC ANTICENTER brightness allowed Kent et al. (1991) to compute also this value, obtaining 3.0 kpc. However, Robin et al. (1992) obtained a much shorter value of 2.5 kpc through CCD photometry in a low extinction area in the anticenter direction, result supported by Ruphy et al. (1996), that obtained hR=2.3±0.1 kpc using DENIS (infrared data in the southern sky), while Robin et al. (2003) provide 2.53±0.11 kpc. And using DIRBE data, Freudenreich (1996) obtained also a short scale length of 2.64 kpc. Siegel et al. (2002), again in the visible obtained 2-2.5 kpc, while Juri´c et al. (2008), using SDSS data, computed for the thin disk hR=2.6 kpc. More recently, Sale et al. (2010) used IPHAS data to select early-A type stars in the anticenter direction. They fitted two exponential scale lengths (inner and outer) of 3.0 kpc and 1.2 kpc respectively. There still remain some uncertainty in the absolute value of the disk scale length(s). As discussed by Feast (2000) this uncertainty does not affect the conclusion that the disk scale length is varying with age. Kinematic determination of this parameter points towards a decrease in scale length when increasing velocity dispersion, thus when increasing the age of the population. However, several studies point out that the scale length may change at different galactocentric radius, giving slightly larger values at the outer part of the Galaxy. Many of these large scale studies also reveal the presence of a truncation of the disk at larger radii. Habing (1988) provided a value of 9.5 kpc (although he gave, a large value for the scale length hR=4.5 kpc) using IRAS point source catalog, Ruphy et al. (1996) obtained 15.0±2kpc, Robin et al. (1992) gave 14 kpc, while Sale et al. (2010) suggested 13 kpc. The effect of the warp is known to be small in the Galactic anticenter, since it is expected to be very close of the line of nodes. Momany et al. (2006) studied the warp through 2MASS red clump and red giant stars, obtaining the maximum of the warp at l ∼ 240◦, with the plane of the disk towards b ∼−0.5◦ in the anticenter direction. L´opez-Corredoira et al. (2002) modeled −3 5.25 ◦ it following zW (pc) = 1.2 · 10 · R(kpc) · sin(φ +5 ), where R is the galactocentric radius in ◦ kpc, with R=7.9 kpc, and φ is the galactocentric longitude. So the line of nodes is just 5 from the anticenter, and the disk slightly up at l =180◦.AndReyl´e et al. (2009), provides another 2 model: zW (R)=27.4(R − RW ) sin(l)withRW =7 kpc being the galactocentric radius where the warp starts, and l the heliocentric galactic longitude, so with the lines of nodes just in the anticenter direction. As can be seen, the direction of the line of nodes is still a matter of debate. The Galactic flare is defined as the increase of the thickness of the stellar disk at large galactocentric radius. Momany et al. (2006) made a comparison of the thickness of the stellar disk, neutral hydrogen gas layer and molecular clouds. As commented by the authors the unexpected aspect of this comparison is very high outer gas scale height, apparently exceeding that of the stars beyond 20 kpc. This effect is not well understood. 2.3 Surveys & catalogs Here we mention some of the recent large surveys with important contribution to the study of the anticenter direction. 2.3.1 IPHAS The INT Photometric Hα Survey of the Northern Galactic Plane (IPHAS, Drew et al. (2005)) is a photometric survey developed with the Wide Field Camera at the Isaac Newton Telescope. They cover the Galactic plane (|b| < 5◦) with three filters (r’, i’, and Hα) up to a limiting 2.3. SURVEYS & CATALOGS 29 Figure 2.2: Equatorial map of the regions observed in the LAMOST pilot survey. Figure from Luo et al. (2012). The anticenter is at (α, δ)=(86.4◦, +28.9◦). magnitude of r’=20. The Initial Data Release (IDR, Gonz´alez-Solares et al. (2008)) published part of the catalog and it is available via web. 2.3.2 2MASS The Two Micron All Sky Survey (2MASS) (Skrutskie et al. 2006; Cutri et al. 2003) is a full sky catalog in the infrared that provides J(1.25μm), H(1.65μm), K(2.17μm) photometry for more than 4·108 stars. The magnitude limits reached are J=15.8, H=15.1 and K=14.3. 2.3.3 LAMOST The Large Sky Area Multi-Object Fiber Spectroscopic Telescope (LAMOST) (Cui et al. 2012) is a Schmidt telescope with 4000 optical fibers positioned in its 5◦ focal plane. It is devoted to a spectroscopic survey of 10 million objects with a wavelength between 370-900nm and a resolution of R=1800. The survey is divided in two main components: LAMOST extragalactic survey (LEGAS) and LAMOST Experiment for Galactic Understanding and Explotation (LEGUE) survey of the Milky Way. Inside LEGUE several targets are planned to be observed, i.e. the halo, the disk and also star clusters. The LAMOST pilot survey (Luo et al. 2012) finished in 2012. The data release provides spectra for more than 300000 stars. Part of the Galactic anticenter region was covered during dark nights, so they reach fainter magnitude limit r ∼[14.5,19.5] for those fields (see the distri- bution of the fields in Fig.2.2). In this release they provide radial velocity for the stars as well as the spectral type. As part of the LAMOST survey, there is the LAMOST Spectroscopic Survey of the Galactic Anti-center (LSS-GAC) covering |b| < 30◦ and 150◦ Figure 2.3: Froebrich et al. (2007) AV extinction map. 2.4 Extinction maps 2.4.1 Froebrich Extinction map Froebrich et al. (2007) provides an extinction map in the Galactic anticenter region from 2MASS data. The 8001 ◦ area is covered between 116◦ 2.4.2 Dark clouds from Dobashi et al. (2005) Dobashi et al. (2005) provide a catalog of dark clouds obtained through star counts in the optical database “Digited Sky Survey I”. All the Galactic plane |b| < 40◦ is covered. They provide the location of HII regions, supernova regions and 2D maps of the absorption in the visible AV for many different regions, being their region 5 the one covering the anticenter. The AV maps are provided at two different resolutions: 6 and 18. From the map, they located dark clouds and clumps, providing their extinction, location and extent (see Fig.2.4). 2.5. OTHER STUDIES 31 Figure 2.4: Figures from Dobashi et al. (2005). Left: location of HII regions (white circles) and supernova remnants (filled circles). Right: AV map in the anticenter direction. 2.5 Other studies Several studies located different objects in the anticenter direction that will be interesting for our studies. For example, Reipurth & Yan (2008) developed a search for molecular clouds and star formation regions in the anticenter direction. According to these authors, this region hosts a number of massive molecular cloud complexes, some of them with currently active star formation. The AurOB1 association covers a large region in the sky, from l∼170◦ to l∼178◦ and b∼-7◦ to b∼4◦ and a distance of 1.32±0.1 kpc. On the other hand, Gemini OB1 covers longitudes from l∼188◦ to l∼191◦ and b∼-2◦ to b∼4◦ with two groups of stars, one at 1.2 kpc and the other at 2 kpc. In Fig.2.5 we reproduce their figure, that provides the location of the different star formation regions in these complexes. Other feature that called our attention is Simieis 147, a supernova remnant from an OB star that exploded 40000 years ago, with an extension of 3◦. In its center, the pulsar (PSR ∼ +0.42 J0538+2817) is located at (l,b) (179.7,-1.7) (see also Fig.2.5) and distance of 1.47−0.27 kpc (Reipurth & Yan 2008). Tovmasyan et al. (1994) provide photometry for up to 42 OB stars in these regions. And Negueruela & Marco (2003) provide spectra for some OB stars at large distances in this region, claiming that some of them could be in the Cygnus arm instead of close to the Perseus arm. Kim et al. (2000) studied the molecular clouds through star counts in four different directions slightly above the plane, all of them around l∼180◦ and b∼5.5◦. Their star counts function shows two peaks around 1.4 kpc and 2.7 kpc, with two molecular clouds at 1.1±0.1 kpc from the Sun. To obtain these results they assumed a luminosity function and a constant absorption of AV =0.8 mag/kpc. 32 CHAPTER 2. THE GALACTIC ANTICENTER Figure 2.5: Figure 1 from Reipurth & Yan (2008) where we added in red the location of NGC1893. The (l,b) extinction map below is the level of extinction provided by Dobashi et al. (2005). Several star formation regions are located, as well as the limits of the complexes Gem OB1 and Aur OB1. Chapter 3 Thesis aims and methodology The main goal of this thesis has been to quantify the stellar overdensity induced by the Perseus arm in the anticenter direction. For that, it is needed to trace the number of intermediate young stars as a function of the heliocentric distance expecting an overdensity when we cross the Perseus arm. As stellar tracers of the arm overdensity we have selected intermediate young stellar population that is the B5-A3 type stars. These stars are bright enough to reach large distances, and furthermore, they have the proper age to undertake the study, i.e. they are old enough so they have had time to feel the spiral arm potential perturbation (at least older than one rotation of the spiral pattern), and at the same time they are young enough so their intrinsic velocity is still small. It is well known that peaks in space density of very young OB-stars would mark current complexes of star formation while older populations like late-B or early-A type stars are expected to show a density variation due to the presence of a density wave. This also suggests (assuming a density wave theory) that their response to a wave is stronger, and thus their spiral amplitude. To study the Perseus arm we have to observe in the second and third quadrants. The anticenter direction was selected for different reasons. First, and slightly depending on the pitch angle, this is in the range where Perseus arm is closest to the Sun. Then, this direction will allow us a better study of the kinematic perturbation in a future second step of the project. Since the projection of the large scale Galactic rotation on the line of sight direction is expected to be almost negligible for stars in circular orbits, radial velocities will directly allow us to detect the radial perturbation due to the presence of the arm. So by obtaining spectra of several of the stars of our survey, we should be able to detect the kinematic perturbation associated to the arm. 3.1 Photometric survey We need accurate stellar distances for our young population, and the intermediate band uvbyHβ Str¨omgren photometry has demonstrated to be an excellent tool for that purpose. A large number of stars are needed to get a good statistical sample, so a large area has to be surveyed. The only large device with Str¨omgren filters available is the Wide Field Camera (WFC) at the Isaac Newton Telescope (INT) located at El Roque de los Muchachos, in La Palma. Using the Besan¸con Galaxy Model (BGM) (Robin et al. 2003) we computed the expected number of counts, and so the size of the area to be surveyed. The initial 8 square degrees 33 34 CHAPTER 3. THESIS AIMS AND METHODOLOGY suggested by BGM simulations, where finally increased with a second area covering up to 16 ◦ in order to increase the statistics for nearby bins. As will be seen in Chapter 4, our survey is almost complete up to a visual apparent magnitude of V =17 (that correspond to u ∼ 20mag). All the steps of the photometric reduction process have been deeply and exhaustively an- alyzed with the aim to minimize the error in stellar distance that would be propagated by undesired large errors in the photometric studies. Good quality of the astrometric data is also required to include our selected targets in the fu- ture spectroscopic survey using the multi-object spectroscopic techniques (WYFFOS, LAMOST, ...). 3.2 Physical parameters and star selection The Str¨omgren indexes allow us the computation of physical parameters, being critical for the derivation of accurate photometric distances from visual absolute magnitude and interstellar absorption. As known, several empirical calibrations are available in the literature, being the most widely used the old calibrations published by Crawford in the seventies. These calibrations are based in Str¨omgren photometry and old parallax data for nearby field stars in the solar neighbourhood and few open clusters, objects with low interstellar extinction. The different calibrations are discussed in Chapter 5. Our aim has been to test this classical approach with a new method, developed in this thesis (see Chapter 6), based on stellar atmosphere and stellar evolution models from recent literature. As will be seen, this new method, although model dependent, has proved to be a good test to the classical approximation. Nowadays we have the advantage to compare the obtained photometric distances with the trigonometric parallaxes provided by Hipparcos. All this work provide us a good estimation not only of the internal error in distance derivation but also on the possible systematic biases induced by the calibrations, models, etc. More important, effects such us binarity or emission line stars have to be evaluated to have a real estimation of the distance accuracy when looking for the stellar position of the Perseus stellar overdensity. On the other hand, we also need a good indicator of the spectral type, or age of the star, in order to be able to select the stars useful for our study. We want to see whether an overdensity of young stars associated to this arm can be identified, so we need to select the so-called intermediate-young stars from physical parameters such us the effective temperature or the intrinsic colour indexes. Up to now, our list of observed stars is a sample complete in apparent magnitude. But to confirm or refuse the stellar overdensity induced by the Perseus arm, it is mandatory to built a sample complete in distance, that is complete up to about 3 kpc, to cover all the spatial distribution of the stellar component associated to the arm. This is not an easy job and several strategies have been followed in Chapter 9 to built a final sample useful for our purposes. 3.3 The stellar overdensity and the dust lane associated to Perseus It is expected that the spatial distribution of the young stars in our sample will reflect several of the large scale features of the Milky Way Galactic thin disk. When trying to detect the stellar overdensity associated to Perseus, in Chapter 10 we will have to take into account the radial density profile, the position of the warp, the position of the Sun above the plane, etc. The stellar 3.3. THE STELLAR OVERDENSITY AND THE DUST LANE ASSOCIATED TO PERSEUS 35 overdensity will be quantified by estimating the surface density as a function of the galactocentric radius. As will be discussed, the value of this parameter for the young stellar population is at present very uncertain and, furthermore it will be correlated to the scale-height of the disk. This global scenario has to be treated properly to set the stellar overdensity associated to Perseus, and a good statistical analysis is critical and required. As proposed by Roberts in the seventies, we would expect a dust lane associated to the arm, which position -in front or behind the arm- would depend on the position of the corotation radius of the spiral pattern. This parameter is nowadays also very uncertain. As will be seen in Chapter 11 the 3D extinction map derived from our photometric survey can provide new insights on this key parameter. In a near future we plan to trace the kinematic perturbation by combining the photometric data obtained in this PhD thesis with an spectroscopic survey that will provide accurate radial velocities (a small perturbation is expected). In Chapter 12 we present the first steps towards this kinematic detection. We have undertaken a pilot programme using the WYFFOS@WHT multi-object spectrograph. Very preliminary results using the first LAMOST radial velocity data will be also discussed, that together with our accurate distances show very promising results. 36 CHAPTER 3. THESIS AIMS AND METHODOLOGY Part II A NEW PHOTOMETRIC CATALOG 37 Chapter 4 The Str¨omgren photometric survey at the anticenter Although many other applications will be possible, the main goal of this survey is to detect the possible overdensity due to the Perseus arm. So the observations were planned to optimize this objective. In Sects. 4.1, 4.2, and 4.3 we describe the survey as it was presented in the paper Mongui´o et al. (2013). After that, in Section 4.5, we discuss the reasons and the results of a second calibration that modified slightly the photometric indexes of the stars in the catalog. 4.1 Survey strategy The Str¨omgren anticenter survey must fulfill several requirements in order to have the capability to detect a possible overdensity of young stars induced by the Perseus arm, expected to be at about 2 kpc (Xu et al. (2006)) in the anticenter direction. Important requirements are: 1) a limiting magnitude to allow the detection of young stars up to about 3 kpc; 2) a survey area large enough to include a statistically significant number of young stellar objects in the anticenter direction, and 3) precise photometry to derive Str¨omgren photometric distances beyond the Perseus arm. Stars with ages between 150 and 500 Myr (such as those with spectral types B5-A3) are the best population to study the possible overdensity due to the Perseus spiral arm, since they are young enough to still have a small intrinsic velocity dispersion (making them respond stronger to a perturbation), but they are also old enough to have approached a dynamic equilibrium with the spiral perturbation. Str¨omgren uvbyHβ photometry (Str¨omgren (1966)) is the natural system to identify this population and allows us to obtain accurate estimates of individual distances and ages. A statistically significant amount of stars in the photometric survey is needed, and they need to reach at least 3 kpc from the Sun, so the required limiting magnitude is V=16m. 6 to detect m an A0V star and V=17. 7 for an A3V star (assuming AV =1 mag/kpc). In order to select the survey area needed, Besan¸con galaxy model simulations were used (Robin et al. 2003). Since it is likely that our galaxy has a relative weak perturbation (i.e. ∼10% variation of the disk density), approximately 900 B5-A3 stars per radial 1 kpc bin are needed for a 3σ detection. Following the simulations, an 8◦ area is needed to achieve this number of stars. This is what 39 40 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER Table 4.1: Central wavelength and FWHM of the filters used. uvbyHβw Hβn Central λ (nm) 348.0 411.0 469.5 550.5 486.1 486.1 FWHM (nm) 33 15 21 24 17 3 we call the central part of the survey. Since the volume covered in the nearby bins is small, and also due to saturation effects, the statistics for these bins are too small, so an extra area with brighter limiting magnitude was added, increasing the survey to 16◦. This surrounding area is named the outer part of the survey. Distances better than 25% are needed to identify a 500 pc spiral arm perturbation at 2 kpc distance. This requirement imposes an upper limit on the errors in the absolute magnitude and in the interstellar extinction, both parameters to be derived from the Str¨omgren photometry. The procedures proposed by Crawford (1978), Str¨omgren (1966) and Crawford (1979) allow us to compute the absolute magnitudes for early (B0-A0), intermediate (A0-A3) and late type (A3-F0) stars, respectively. We estimated, by simple error propagation, that errors in Hβ and m m c0 smaller than 0. 020 and 0. 035 result in distance errors between 25-15% for B5-A0 stars and 25% for A3 type stars. These values were computed assuming for the visual extinction (AV )an error smaller than 0m. 2. The error in other indexes, although playing a role in the classification process, have no significant contribution on the estimation of distance errors. Due to the Galactic warp, the Galactic plane is expected to be slightly below Galactic latitude b=0◦ in the anticenter direction (see Momany et al. (2006).) For that reason the center of the survey area was shifted down to b∼-0◦.5 in a low extinction region (Froebrich et al. (2007)). 4.2 Observations The observations were conducted using the Wide Field Camera (WFC) at the Isaac Newton Telescope (INT) located at El Roque de los Muchachos in the Canary Islands. The WFC is a four-chip mosaic of thinned AR-coated EEV 4K×2K devices with pixels size of 0. 333 and an edge to edge limit of the mosaic of 34.2. The six filters used were Str¨omgren u, v, b, y, Hβw, Hβn (see the central wavelength and band width in Table 4.1). Pixel binning of 1×1andslow read-out mode were used for the observations, with a typical seeing of 1-1. 5. The WFC is the only wide-field facility in the northern hemisphere that offers the full set of Str¨omgren filters. Data from three different observing runs (2009A, 2010B, and 2011A) were used for the catalog, and data from 2010A were excluded due to cloudy conditions. We were also granted some director’s discretionary time (in 2009 and 2011), but owing to bad weather these nights were not successful. Our 16◦ observing area was divided in a grid of 5×12 WFC fields (see Fig. 4.1), with an overlap between them of 3 in order to check for field-to-field variations. A different observational strategy was followed for the central and outer regions. For each of the 27 central fields (see Fig. 4.1), three consecutive observations were obtained, with a shift of 10 between them, in order to detect cosmic rays and avoid bad pixels. Exposure times for each filter and observation are detailed in Table 4.2. The observations in the outer region, which includes 33 WFC fields, were planned to increase the statistics for nearby stars in the first kiloparsec distance bins. A single observation with shorter exposure times was conducted for each of these fields (instead of three observations with offsets as in the central region). 4.2. OBSERVATIONS 41 Figure 4.1: Plot of the 60 WFC fields observed. Red line shows the b=-0◦.5 plane. In green: central fields observed during 2009A run. Dark blue: central fields observed during 2010B run. Light blue: a central field observed during the 2011A run with a longer exposure time. Pink: outer fields observed during 2011A run with shorter exposure times and a single observation per field. The anticenter fields are named acij,wherei=1,...,5, and j=01,...,12. Table 4.2: Dates for the observing runs and exposure times for each observation and filter for our program fields. Run Dates Photom. AC fields Exposure times (s) Calibration nights observed uvbyHβw Hβn fields 2009A 2009 Feb 12-16 2 12 100 40 40 30 40 200 NGC1893, ac308 2010B 2011 Jan 08-11 4 14 300 80 40 40 40 200 NGC1893, ac308, ac406, Praesepe 2011A 2011 Feb 16-17 2 1 720 120 100 100 100 720 ac406, Coma Berenices 33 120 40 30 30 30 120 42 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER The calibration fields used for the transformation to the standard system are given in Table 4.2. The open cluster NGC1893 was observed several times during the first two runs. The central part of this cluster has Str¨omgren photometry available from Tapia et al. (1991) and Marco et al. (2001). To better control the transformation for each of the four WFC chips, several observations of this cluster were done, each time placing the center of the cluster in the center of each of the WFC chips. This strategy ensured that enough bright stars were available in each field, with about 50 stars per chip for the transformation to the standard system. These data were also used to calibrate other stars around the cluster, which were used as secondary standards. During the first observing nights, two anticenter fields were observed repeatedly (namely ac308 and ac406). After their calibration using NGC1893, they were used as deeper secondary standard fields in the following observing nights. The Coma Berenices (Pe˜na et al. 1993; Crawford & Barnes 1969a) and Praesepe (Crawford & Barnes 1969b; Reglero & Fabregat 1991) open clusters were used as standard fields in some of the runs because they are older than NGC1893. 4.3 Data reduction 4.3.1 Data Pre-reduction The images were reduced using several IRAF 1 tasks. First, original files were split into four different images, one for each chip, and the bias derived from the overscan areas was subtracted. Bad pixels were replaced by linear interpolation using the nearest good pixels through the fixpix task. The linearity correction proposed on the CASU INT web page2 was applied, as was the transformation factor from ADUs to electrons given in the manual. Flatfielding was applied using the sky flats obtained during the observational runs. A mask was also applied to avoid the vignetted corner of chip 3. 4.3.2 Photometry extraction All the stars available in the images were located using the daofind routine. Using the PSF photometry to derive instrumental magnitudes was carefully investigated. But the high depen- dency on the parameters that define the quality of a particular photometric image (seeing, sky background, etc.) can lead to differences on the order of 0m. 02 to 0m. 03, so the PSF fitting method was rejected and the full survey was reduced using a homogeneous aperture-corrected photom- etry. Twelve different aperture radii provided twelve different magnitudes for each star. The daogrow algorithm was used to obtain the aperture corrections and the fitted radii. The final instrumental magnitudes were computed from the integration of the derived curve of growth. The positions in the J2000 coordinate system were determined using wcs and a fifth-order polynomial taking USNO-A2 (Monet 1998) as reference catalog. 1IRAF is distributed by the National Optical Astronomy Observatories, which are operated by the Association of Universities for Research in Astronomy, Inc., under cooperative agreement with the National Science Foundation (Tody (1986)). 2http://www.ast.cam.ac.uk/∼wfcsur/technical/foibles/index.php 4.3. DATA REDUCTION 43 4.3.3 Extinction correction Our calibration fields (see Table 4.2) were observed at several airmasses each night. Fitting their differences in magnitude vs. the differences in airmass, the extinction coefficients for each night were obtained. An intermediate range of magnitudes for these stars was selected for the fit, avoiding the brightest and the faintest ones. The measurements with airmass differences smaller − − than 0.1 were also rejected. The fitted function was: xi xj = k(χi χj) for all the available pairs of measurements i = j from the same star where χ is the airmass for each measurement, and x indicates instrumental magnitudes. The extinction coefficients kx for each of the six filters (u, v, b, y,Hβw,andHβn) and night are listed in Table A.1, along with the ranges in airmass used. The extinction-corrected magnitudes and indexes (x) were then computed as x = x − χ · kx. (4.1) In the case of the Hβ extinction coefficients, we computed and applied the average of the values obtained for Hβw and Hβn. (As known, they are centered on the same wavelength.) This coefficient was applied independently to each filter, which allowed us to take the change in airmass between both exposures into account. 4.3.4 Transformation to the standard system The photometry from our calibration fields (see photometric ranges in Table A.2) was used to obtain the transformation coefficients to the standard Str¨omgren system. Several equations with different color terms were checked in order to select those that minimize the errors and correlations between coefficients, and also to avoid insignificant terms. The selected set of equations were y − Vcat = A1 + B1 · (b − y)cat, (4.2) (b − y) = A2 + C2 · (b − y)cat, (4.3) · − · c1 = A3 + B3 (b y)cat + C3 c1cat, (4.4) (v − b) = A4 + B4 · (b − y)cat + C4 · (v − b)+D4 · c1cat, (4.5) Hβ = A5 + B5 · (b − y)cat + C5 · (Hβcat − 2.8), (4.6) where the prime indicates instrumental extinction-corrected variables and the subscript cat in- dicates the standard values. The fitting equation in (v − b) was selected instead of m1, because m1 has a narrower dynamical range for young stars than (v − b). As discussed in Sect. 4.4, the magnitudes in some individual filters may be missing, especially in the u filter due to the need for very long exposure times. In this case Eqs. 4.5 and 4.6 had to be modified to avoid the c1 or (b − y) indexes like (v − b) = A˜4 + B˜4(b − y)cat + C˜4 · (v − b), (4.7) Hβ = A˜5 + C˜5 · (Hβcat − 2.8). (4.8) Equations 4.7 and 4.8 were only used when the initial Eqs. 4.5 and 4.6 could not be used because some exposure in an individual filter was missing. The obtained coefficients from each night are listed in Tables A.3 and A.5. Chip 3 has a slightly different behavior than the others, as can be 44 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER seen in coefficients A3andC5, possibly because it is vignetted. The errors in the photometric indexes are computed from direct error propagation of the coefficients and magnitudes. Cor- relations among extinction coefficients were taken into account, as well as correlations among coefficients for the transformation to the standard system. Since correlations between both sets have not been taken into account, our errors can be slightly overestimated. However, as our standards have a wide range in both airmasses and colors, the contribution for such correlations should be small. 4.4 Final catalog 4.4.1 Mean method A catalog of 323794 individual measurements was compiled and is available through the CDS (the detailed content for each column is described in Table A.6). The astrometry for each individual measurement was computed as the mean of the coordinates derived from each of the filter images (six if all the magnitudes are available). Next, a crossmatching process was executed, assuming that two or more measurements belong to the same target if their angular separation was smaller than 3. This crossmatch radius was selected as the value that minimizes the number of outliers and maximizes the number of assignations, taking into account that it is around two to three times the size of the seeing. STILTS 3 tools were used for that purpose, which also allowed us to assign an identifier (ID) to each star. Finally a weighted mean was computed that yielded the final photometric indexes for each target. Details of these computations are 1) those photometric indexes derived from magnitudes having FWHM smaller than two pixels were rejected (assumed to be bad pixels or wrong measurements); 2) a weighted mean was computed, 2 where the weight applied was wi =1/σi ,andσi is the individual error for each index, computed with full propagation errors; 3) outliers were rejected using a 5σ rejection process, obtaining a final number of measurements different for each index (see Table 4.3); and 4) the weighted standard deviation and the error of the mean were computed for each index. The m1 index was computed from the weighted mean of the individual m1 measurements, so it is not a direct linear combination of the mean (v − b)and(b − y) indexes. The final right ascension and declination coordinates for each target were also computed following a similar procedure. Table 4.3 shows the number of stars with 1, 2, 3, or more measurements. In the outer region, most stars have only one measurement, while in the central region, stars have usually three measurements, but six or nine if they were in an overlap region. Stars in fields ac308 and ac406 were observed up to 20 times. For the stars with a single measurement, the internal standard deviation computed by error propagation in Eqs. 4.2 and 4.7 was assigned. For targets with two or more measurements, a flag indicating the coherence between them was computed for each index. This flag gives the number of inconsistent pairs according to a Student’s t-test (t > 90% was adopted). For the V magnitudes, 97% of the stars with more than one measurement have a flag equal to zero; that is, all the measurements are consistent. Similar percentages are obtained for the other indexes. The catalog with mean magnitudes and color indexes in the anticenter direction contains 96980 stars (also available through CDS), but not all of them have the full set of indexes. Table 4.4 shows the statistics of the final photometric data available. A flag with six binary digits 3Starlink Tables Infrastructure Library Tool Set, http://www.star.bris.ac.uk/∼mbt/stilts/ 4.4. FINAL CATALOG 45 Table 4.3: Number of stars for which mean magnitudes and indexes were computed using N individual measurements. N V (b − y) c1 (v − b) m1 Hβ 1 38740 38740 14353 24294 24294 33143 2 12688 12705 5647 8320 8322 11358 3 25859 25864 9139 15430 15429 22485 >3 17968 17946 6985 11336 11335 15961 Table 4.4: Statistics of the number of stars as a function of the photometric information available. stars V (b − y) c1 (v − b) m1 Hβ flagIA 1725 -----× 000001 13259 ×× ----110000 624 ×× - ××- 110110 22632 ×× - ×××110111 22616 ×× ---× 110001 150 ×××××- 111110 35974 ××××××111111 96980 95255 95255 36124 59380 59380 82947 indicates the indexes available for each target. As can be seen in Table 4.4 the catalog contains 35974 stars with all available indexes. Nonetheless, it is important to emphasize that it contains, in addition, 22632 stars with all indexes except c1, 22616 stars with V ,(b − y)andHβ,etc. 4 Reading the last row in Table 4.4, it can be seen that we have about ∼6x10 stars with m1 measurements or ∼8x104 stars with Hβ index. Table 4.5 shows the spectral type distribution obtained by applying the procedure described in Figueras et al. (1991) to the set of 35974 stars with all photometric indexes. This distribution can be compared with the contents of the Hauck & Mermilliod (1998) catalog, a local volume sample. As expected, our catalog contains a higher percentage of targets belonging to the late type group due to the different limiting magnitude. No stars in common were found between the two catalogs. Our survey area overlaps with the area covered by the North Hemisphere IPHAS survey (Gonz´alez-Solares et al. 2008), with 54109 stars in common. This overlap between both catalogs is helpful for detecting stars with emission lines and peculiar features. GSC2 ID is also provided in the catalog and only ∼2% of the stars do not have GSC counterparts. In Table A.8, the first ten lines of the catalog are provided, with the description of all the columns in Table A.7. Table 4.5: Fraction of stars in the catalog for each spectral type Early type Intermediate type Late type B0-A0 A0-A3 A3-F0 F0-G0 G0 → 12% 8% 18% 56% 6% 46 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER 0.06 V (b-y) 0.05 c1 (v-b) m1 Hb 0.04 0.03 error in photometric indexes 0.02 0.01 0 11 12 13 14 15 16 17 18 19 20 V magnitude Figure 4.2: Photometric precision, computed as the error of the mean, as a function of V magnitude for the stars with more than one measurement. Lines for the V magnitude and the five standard indexes are plotted. Bins of 0m. 5 are used to compute the mean, and inside each bin, outliers are rejected using a 5σ clipping. 4.4.2 Photometric precision The photometric precision obtained from the error of the mean in each of the indexes is shown in Fig. 4.2 as a function of V magnitude. For bright stars (V<16m), internal precisions below 0m. 01 were obtained for V and (b−y)andbelow0m. 02 for the other indexes. For fainter stars, the internal precision can reach up to 0m. 04-0m. 05. For stars with a single measurement, the error of the mean could not be obtained, so we plot the internal standard deviation computed by error propagation in Eqs. 4.2 and 4.7 (see Fig. 4.3). For stars brighter than V =12m the errors increase owing to saturation problems. The bump around V∼16-17m is due to some nights with bright sky conditions, leading to larger error in the instrumental magnitudes. The chip-to-chip variation was also checked using the stars observed several times on different chips, i.e. in the overlap regions. Small variations were seen, but always less than the internal uncertainty. The typical offsets between chips are smaller than 0m. 02. 4.4.3 Astrometric precision The internal astrometric precision, computed as the error of the mean, is around 0. 02 (see Fig. 4.4), less than one tenth of the pixel size (0. 333). Figure 4.5 shows the comparison between our astrometry with J2000.0 coordinates from UCAC3 (Zacharias et al. 2010), GSC2.3.2 (Lasker et al. 2008), and USNO-A2. Differences up to 0. 2 with UCAC3 and GSC2.3.2 can be observed, as well as a small trend in V magnitude, more pronounced in USNO-A2. All these effects are explained by the different epochs of the three catalogs (1995-2000, 1988, and 1955 for UCAC3, GSC2, and USNO-A2, respectively). USNO-A2 J2000.0 coordinates were used for the astrometric calibration because it contains stars fainter than UCAC3. However, the mean 4.4. FINAL CATALOG 47 0.14 V (b-y) c1 0.12 (v-b) m1 Hb 0.1 0.08 0.06 error in the photometric indexes 0.04 0.02 0 11 12 13 14 15 16 17 18 19 20 V magnitude Figure 4.3: Internal photometric standard deviation computed by error propagation in Eqs. 4.2 and 4.7, as a function of V magnitude for those stars with only one measurement. Lines for the V magnitude and the five standard indexes are plotted. Bins of 0m. 5 are used in order to compute the mean, and inside each bin, outliers are rejected using a 5σ clipping. epoch for USNO-A2 is 1955.0, and since proper motions are not available and cannot be taken into account, our coordinates do not contain the effect induced by the relative Galactic rotation in the anticenter direction with respect to the Sun. This effect does not depend on the distance to the star (assuming a flat rotation curve) and can reach 0. 2-0. 3 for differences in epoch of 50 years. Figure 4.5 shows that the dispersion increase from top to bottom, again due to the differences between the epochs of our observations and catalog positions. Furthermore, the decrease in the dispersion with increasing magnitude is explained by the effect of the intrinsic motion of the stars, stronger at short distances (so bright magnitudes). We used UCAC3 proper motions to check that the systematic trends disappear when the difference in epochs (2010-1995) is considered. As mentioned, USNO-A2 does not provide proper motions, so the effects were not corrected in our final astrometric data. We verified that these trends have no effect on the crossmatching between our catalog and GSC2.3.2, so the GSC ID is provided as additional information for the user. 4.4.4 Limiting magnitude and saturation The limiting magnitude was computed as the mean of the magnitudes at the peak star counts in a magnitude histogram and its two adjacent bins, before and after the peak, weighted by the number of stars in each bin. We estimated that the limiting V magnitude computed with this simple algorithm provides the ∼90% completeness limit. This was confirmed through the comparison of the V magnitude distribution of our catalog of stars with all available indexes with that of the full catalog containing all the stars with observed V magnitude (see Table 4.4). This second catalog can be considered complete at the limiting magnitude of the previous one. The limiting magnitude obtained is not the same for all the survey. Data for the outer area 48 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER 0.04 0.03 0.02 0.01 astrometric precision (arcsec) 0 11 12 13 14 15 16 17 18 19 20 V magnitude Figure 4.4: Astrometric precision, computed as the error of the mean, as a function of V magnitude in right ascension (in red and ×) and declination (in green and ∗) computed for each 0m. 5 bin. Outliers (less than 5%) were rejected using a 5σ clipping in each bin. 0.8 0.6 0.4 0.2 0 -0.2 -0.4 our - UCAC3 (") -0.6 -0.80.8 0.6 0.4 0.2 0 -0.2 -0.4 our - GSC2 (") -0.6 -0.80.8 0.6 0.4 0.2 0 -0.2 -0.4 our - USNOA2 (") -0.6 -0.8 12 14 16 18 12 14 16 18 V magnitude Figure 4.5: Comparison of our astrometry with those from GSC2.3.2 (top), UCAC3 (middle), and USNO-A2 (bottom). Left: differences in αcosδ. Right: differences in δ. In red, mean differences. Green dashed lines show 1σ ranges. All differences are in arcsec. 4.5. SECOND CALIBRATION 49 were obtained using shorter exposure times. Also for the fields in the central region, the limiting magnitude is slightly variable due to both observation strategy and weather conditions. Figure 4.6 shows its two-dimensional distribution. As mentioned, the catalog with all the available indexes is limited by the u magnitude. As can be seen in Fig. 4.6, our catalog of the 35974 stars with all indexes available reaches ∼90% completeness at V∼17m and V∼15m. 5 for the central and outer regions, respectively. Figure 4.7 shows the V magnitude histogram for the two main areas in our survey (the outer area and the central deeper region). In both cases the comparison between all the stars with available V magnitude and those with all indexes are provided. 4.4.5 Illumination correction Since WFC covers a large field, the importance of the illumination correction must be checked, owing to different illumination of the CCDs. To do that, a field of stars was observed at several positions on the CCDs, and only the y filter was used since the illumination correction is not expected to be color dependent. All the computed instrumental magnitudes for each star, corrected for atmospheric extinction, were averaged to obtain a mean magnitude for each of them. The residuals between each individual magnitude and the computed mean magnitude were computed. Figure 4.8 shows the smoothed distribution for the residuals across the field of view of the WFC. A weak trend in right ascension was found, reaching values up to +/-0m. 02, which is below our general photometric errors. No significant trend was found in declination. The scatter of the data did not justify using anything higher than a second-order fit in right ascension: Δm = aα2 + bα + c. The results of the fit are a=-0.484±0.029 mag/deg2, b=- 0.159±0.008 mag/deg, c= 0.005±0.001 mag with residuals of 0.04 mag. This correction was applied to a test area with no significant change in the final mean magnitudes, except for a slight increase in the corresponding errors. Finally, the computed illumination correction was not applied. 4.5 Second calibration When computing the physical parameters for the catalog stars (see Sect.6) we realized that several stars were located below the ZAMS in a Hβ-[c1] diagram (see Fig.4.9). That region belongs to subdwarfs, and the large amount of stars there is physically non-possible. The effect may be partially explained through observational gaussian errors, but the bias is too large for that. In addition we found several stars with too large Hβ values, that do not fit with their other photometric indexes. So this suggested that the Hβ values could be biased. We checked possible reasons for that and found some wrong calibration stars (e.g., emission line stars) in the primary standard list for the 2011 January 9 night. The night of 2011 January 9 was used to calibrate all the secondary standard fields of ac406, ac308 and also field stars from NGC1893. Any bias in the calibrations for this night will be translated to the rest of the survey through the secondary standards. In order to calibrate them, we used a list of primary standard stars from the fields of NGC1893 and Praesepe. Re-checking the Hβ fits developed we found 2-3 stars that could bias the fits, and were proved to be emission line stars according to Marco & Negueruela (2002). So we decided to re-check the standard list for NGC1893 and repeat the calibrations by removing the doubtful stars. 50 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER 19.5 31 19.0 30 18.5 18.0 29 17.5 DEC (deg) 17.0 28 16.5 16.0 27 15.5 26 89 88 87 86 85 84 83 RA (deg) 18.6 31 18.0 30 17.4 16.8 29 16.2 DEC (deg) 15.6 28 15.0 27 14.4 13.8 26 89 88 87 86 85 84 83 RA (deg) Figure 4.6: Two-dimensional distribution of the limiting magnitude showing the 90% complete- ness level. Top: Catalog of the 95255 stars with V magnitudes available. Bottom: Subcatalog of the 35974 stars with all the indexes available (See Table 4.4) 4.5. SECOND CALIBRATION 51 10000 8000 6000 4000 Number of stars 2000 80000 6000 4000 Number of stars 2000 0 10 12 14 16 18 20 V magnitude Figure 4.7: V magnitude histogram. In red, stars with available V magnitudes. In green, stars with all indexes available. Top: Stars from the central deeper area. Bottom: Stars from the outer area. 52 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER 0.02 0.3 0.2 0.01 0.1 0.0 0.00 DEC (deg) ¢ 0.1 -0.01 0.2 0.3 -0.02 0.5 0.4 0.3 0.2 0.1 0.0 0.1 0.2 RA (deg) ¡ Figure 4.8: Illumination differences in magnitudes at different field positions. Black lines show the location of the four chips, and coordinates in degrees are centered on the central chip. The illumination differences at each position were computed as the Gaussian-weighted mean (with σ=0.1◦) of the residuals around each point. Figure 4.9: Hβ vs. [c1]. In red, stars from the catalog. In black, empirical ZAMS from Crawford (1978) for B-type stars, Crawford (1979) for A-type stars, and Crawford (1975) for F-type stars. 4.5. SECOND CALIBRATION 53 4.5.1 Method In order to re-do the standard calibrations we took into account two different issues. First of all we used a different criteria for the selection of the NGC1893 stars that will be included at the standard list. Then we also re-checked the equation to be used for the Hβ calibration. Selecting standard stars from NGC1893 The available photometry for NGC1893 is from Tapia et al. (1991) (T91 from now on), Hauck & Mermilliod (1998) (H&M from now on), and Marco et al. (2001) (M01 from now on). In total, there are 130 stars that have available photometry from one or several sources. H&M uses the same values as in T91, except for two star that have wrong Hβ value. These stars will be rejected from the standard list. The 55 stars with only one measurement will also be rejected due to low statistics. There are two stars with photometric indexes available from both references T01 and M01 that are inconsistent. Since we do not know which of the two references gives the right values, we decided to reject them. We avoided also those stars with Hβ value larger than 3.0, since these values seem problematic. Finally, we also rejected those stars that are classified as pre-main sequence stars or emission line stars by Marco & Negueruela (2002). After a first calibration we also detected two stars with very large residuals that were removed of the standard list. The final list of stars contain 66 standards from NGC1893. For the stars with M01 and T91 data we compute the mean for each index, weighting the values by the number of measures from each source. Checking the equation on Hβ IntheEq.4.6useduptonowforHβ calibration we included a term in (b − y). Here we also test the results obtained by avoiding this (b − y) term, i.e. using the Eq.4.8 for all the stars (even if all the index are available). We compare in Table 4.6 the results of the three fits for the Hβ equation: 1. Eq.4.6 with the old standard list. (OLD from now on). 2. Eq.4.6 with the new standard list. (NEW-A from now on). 3. Eq.4.8 with the new standard list. (NEW-B from now on). In Table 4.6 we see the obtained coefficients in the three cases. We clearly see how the C5 coefficients are closer to unity when we use the new standard primary list. On the other hand, the color term coefficients look significant for most of the nights. However, the sigma does not seem to get significantly smaller by omitting the (b − y) term. In addition, the range in (b − y) of the primary standard list stars is significantly smaller than the final field stars in the catalog, as we can see in Fig.4.10. While the final catalog has stars with (b − y) values up to 1.5-2, the primary standards from NGC1893 only reach (b − y) up to 0.8 (however, secondary standard for NGC8193, ac406 and ac408 reach (b − y)=1.5). So during the primary calibrations we will be extrapolating the (b − y) ranges. For all these reasons we decided to finally avoid the B5 term and use Eq.4.8 for all the Hβ calibrations. In Fig.4.11 we can see the Hβ-[c1]forthethree options, and also the sub-samples with low errors in all the photometric indexes. The selected 54 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER option is giving less bias, so less stars below the ZAMS. We will see in Sect.4.5.2 that this option is giving also better internal accuracy. 4.5. SECOND CALIBRATION 55 R2 σ 0.0040.004 0.0210.003 0.021 0.953 0.003 0.018 0.952 0.018 0.967 0.005 0.971 0.005 0.0110.005 0.013 0.985 0.005 0.012 0.986 0.013 0.989 0.005 0.987 0.005 0.0110.005 0.013 0.984 0.005 0.012 0.985 0.012 0.988 0.018 0.988 0.020 0.0270.018 0.030 0.925 0.020 0.026 0.906 0.028 0.929 0.005 0.913 0.006 0.0180.005 0.023 0.965 0.005 0.019 0.954 0.019 0.969 0.010 0.964 0.007 0.0190.007 0.018 0.947 0.007 0.018 0.975 0.016 0.973 0.014 0.977 0.010 0.0190.012 0.018 0.942 0.011 0.019 0.973 0.016 0.968 0.011 0.973 0.007 0.0180.008 0.017 0.952 0.008 0.018 0.977 0.017 0.974 0.973 ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± 0.0010.001 0.962 0.001 0.910 0.000 0.998 0.969 0.0010.001 0.976 0.001 0.931 0.001 1.023 0.961 0.0010.001 0.982 0.001 0.940 0.001 1.029 0.961 0.0020.003 0.978 0.002 0.955 0.003 1.038 0.969 0.0010.001 0.966 0.001 0.938 0.001 1.027 0.957 0.0020.001 0.946 0.001 0.941 0.001 1.035 0.963 0.0020.001 0.922 0.002 0.918 0.002 1.024 0.955 0.0020.001 0.959 0.001 0.924 0.001 1.030 0.976 ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± A5 C5 2.324 2.308 2.331 2.322 2.311 2.283 2.322 2.304 2.323 2.307 2.308 2.303 2.316 2.306 2.314 2.302 2.322 2.313 2.320 2.306 2.329 2.315 2.322 2.305 2.302 2.289 2.302 2.279 2.301 2.292 2.310 2.289 R2 σ 0.0050.005 0.0210.005 0.021 0.954 0.003 0.018 0.952 0.018 0.967 0.005 0.971 0.005 0.0110.005 0.013 0.985 0.006 0.012 0.985 0.012 0.989 0.006 0.988 0.006 0.0110.006 0.013 0.985 0.006 0.012 0.985 0.012 0.988 0.019 0.988 0.022 0.0270.019 0.030 0.926 0.021 0.027 0.908 0.028 0.925 0.006 0.913 0.006 0.0180.006 0.022 0.965 0.006 0.019 0.955 0.019 0.969 0.010 0.965 0.008 0.0190.008 0.018 0.948 0.008 0.018 0.976 0.016 0.974 0.017 0.977 0.011 0.0190.013 0.019 0.942 0.012 0.019 0.971 0.016 0.968 0.012 0.974 0.007 0.0180.009 0.017 0.952 0.009 0.018 0.977 0.017 0.974 0.973 ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± equations in the three cases. 0.0030.003 0.955 0.003 0.887 0.002 0.975 0.956 0.0020.003 0.966 0.003 0.900 0.004 1.013 0.959 0.0020.003 0.974 0.003 0.918 0.004 1.020 0.960 0.0120.015 0.967 0.013 0.933 0.013 1.030 0.966 0.0030.003 0.960 0.003 0.894 0.003 1.005 0.942 0.0050.005 0.924 0.004 0.912 0.005 1.017 0.954 0.0110.008 0.906 0.009 0.887 0.012 1.011 0.942 0.0060.005 0.944 0.006 0.895 0.007 1.021 0.974 Hβ ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± 2011Jan08 2011Jan09 2011Jan10 2011Jan11 2011Feb16 2011Feb17 2009Feb 16 2009 Feb 13 0.0020.001 -0.018 0.001 -0.037 0.001 -0.029 -0.023 0.0010.002 -0.025 0.001 -0.042 0.002 -0.023 -0.007 0.0010.002 -0.020 0.001 -0.037 0.002 -0.024 -0.003 0.0050.005 -0.025 0.005 -0.036 0.005 -0.022 -0.005 0.0010.002 -0.017 0.002 -0.054 0.002 -0.033 -0.022 0.0030.003 -0.036 0.002 -0.051 0.003 -0.035 -0.014 0.0050.004 -0.031 0.005 -0.050 0.005 -0.030 -0.024 0.0030.003 -0.030 0.003 -0.045 0.003 -0.022 -0.004 ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± A5 B5 C5 2.330 2.319 2.341 2.329 2.318 2.297 2.329 2.306 2.329 2.319 2.315 2.304 2.324 2.318 2.320 2.303 2.327 2.333 2.331 2.314 2.342 2.334 2.335 2.311 2.312 2.307 2.313 2.289 2.311 2.309 2.316 2.290 R2 σ 0.0040.004 0.0200.004 0.021 0.960 0.003 0.017 0.955 0.018 0.969 0.004 0.967 0.005 0.0120.006 0.015 0.986 0.005 0.012 0.980 0.013 0.988 0.005 0.985 0.005 0.0120.006 0.013 0.985 0.005 0.014 0.984 0.013 0.983 0.025 0.987 0.026 0.0370.026 0.036 0.831 0.027 0.032 0.860 0.039 0.884 0.004 0.829 0.005 0.0150.005 0.020 0.975 0.004 0.016 0.968 0.016 0.978 0.009 0.974 0.007 0.0190.008 0.017 0.946 0.007 0.019 0.979 0.016 0.972 0.018 0.976 0.012 0.0200.013 0.020 0.927 0.013 0.019 0.970 0.018 0.968 0.011 0.966 0.008 0.0200.009 0.021 0.941 0.010 0.022 0.967 0.018 0.961 0.968 ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± Table 4.6: Coefficients for the fits in the Eq.4.6, old Eq.4.6, new Eq.4.8, new 0.0030.003 0.843 0.002 0.873 0.002 0.901 0.857 0.0020.003 0.856 0.003 0.844 0.004 1.003 0.843 0.0020.003 0.866 0.003 0.875 0.004 0.998 0.847 0.0170.018 0.860 0.016 0.882 0.018 1.015 0.854 0.0030.003 0.858 0.003 0.888 0.003 0.939 0.843 0.0050.005 0.838 0.005 0.886 0.005 0.959 0.828 0.0130.011 0.831 0.009 0.883 0.014 0.950 0.823 0.0070.008 0.849 0.007 0.871 0.008 0.936 0.846 ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± 0.0020.001 -0.035 0.001 -0.046 0.001 -0.047 -0.045 0.0010.002 -0.047 0.002 -0.080 0.002 -0.036 -0.044 0.0020.002 -0.043 0.002 -0.065 0.002 -0.042 -0.039 0.0070.007 -0.048 0.006 -0.067 0.007 -0.036 -0.037 0.0010.002 -0.033 0.001 -0.054 0.001 -0.048 -0.039 0.0030.003 -0.053 0.003 -0.071 0.003 -0.057 -0.045 0.0070.006 -0.024 0.005 -0.046 0.007 -0.053 -0.040 0.0040.005 -0.049 0.004 -0.054 0.005 -0.056 -0.028 ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± ± A5 B5 C5 2.330 2.328 2.343 2.332 2.332 2.320 2.350 2.322 2.330 2.324 2.324 2.306 2.324 2.323 2.326 2.303 2.322 2.333 2.328 2.310 2.340 2.340 2.338 2.314 2.307 2.314 2.323 2.293 2.295 2.303 2.311 2.275 c 2 3 4 2 3 4 2 3 4 2 3 4 2 3 4 2 3 4 2 3 4 2 3 4 1 1 1 1 1 1 1 1 56 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER 400 350 20 300 15 250 200 10 150 100 5 50 0 0 0.0 0.5 1.0 1.5 2.0 0.0 0.5 1.0 1.5 2.0 (b y) (b y) £ £ 180 20000 160 140 15000 120 100 10000 80 60 40 5000 20 0 0 0.0 0.5 1.0 1.5 2.0 0.0 0.5 1.0 1.5 2.0 (b y) (b y) £ £ Figure 4.10: (b−y) ranges for primary NCG1893 (green), secondary NGC1893 (blue), secondary ac308 (yellow) and the full anticenter catalog (red). Differences between catalogs We present in Fig.4.12 the differences between the photometric indexes of the three versions of the catalog. The differences between the old and the new versions are plotted for V ,(b − y), c1, (v − b)andm1 while for the Hβ value we have the differences between the three versions OLD, NEW-A and NEW-B. The differences for the V magnitude reach around 0.03 and are slightly biased. The differences for (b − y) reach 0.02-0.03, as well as for c1.For(v − b)andm1 the differences can be slightly larger, reaching 0.08 for some stars. Finally, for Hβ the differences between old and new catalogs can reach 0.06 while the differences between the two new versions reach around 0.04. 4.5.2 New accuracy With these new calibrations, the photometric accuracy shown in Figs. 4.2 and 4.3 are slightly different, specially for the Hβ index. In order to analyze the changes we study the behaviour of the three versions of the catalog in different cases: • N=1: stars with only one measurement for the current index. In that case the photomet- ric standard deviation computed by error propagation is plotted. These errors come from the instrumental photometric errors and the errors from the extinction and calibration coefficients. In this case, the differences between the catalogs are due to the different stan- dard calibration coefficients (instrumental magnitudes errors and extinction coefficients are always the same). • N>1: stars with more than one measurement in the current index. Here the error of the mean between all the measurements is plotted. So we are checking the internal accuracy of the catalog. 4.5. SECOND CALIBRATION 57 Figure 4.11: Hβ vs. [c1] for the old photometric catalog (red), the new catalog using the new standard list with the (b − y) term (blue) and the new catalog with the new standard list and without the (b−y) term in the equations (green). Top: All the stars from the catalogs. Bottom: Only the stars with errors in all photometric indexes smaller than 0.02. Black lines show the empirical ZAMS from Crawford (1978) for B-type stars, Crawford (1979) for A-type stars, and Crawford (1975) for F-type stars. • N=3: stars with three measurements. All the observations for these stars will be observed consecutively during the same night, with a small shift between them, so probably with the same chip. In this case we are checking the internal accuracy during the same night and chip. • N>6: stars with more than six measurements. These are stars with observations from different nights, or located at the corner of the chips, so due to the overlap they are measured several times with different chips. Here we are checking internal consistency between nights and chips. The mean accuracies for all the indexes, catalogs and number of measurements are in Fig.4.13. We can reach different conclusions looking at this figure: • For N=1, i.e. standard deviation from the error propagation, we see that the results do not change much. Since the transformation coefficients and their errors are slightly different, we see small variations, e.g., accuracies in Hβ are slightly smaller for the new reductions, as well as for c1. On the other hand, accuracies for m1 and (v − b) are slightly larger. • For N>1 we plotted the error of the mean for all the available measures, and we see a clear decrease of the Hβ uncertainties, so now the internal consistency for this index is much better. For NEW-A catalog the accuracy already improved. However the big decrease is for NEW-B catalog. Since in that case the (b − y) term was not used, the internal error is definitively better. The accuracy for other indexes remain pretty similar. In this case we have stars observed during the same night three times (or six, or nine if they are in 58 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER Figure 4.12: Photometric differences between the old and the new catalog for the V magnitude and the six photometric indexes. For Hβ we plot the three differences between the OLD, NEW-A and NEW-B versions. 4.5. SECOND CALIBRATION 59 Table 4.7: Number of stars for which mean magnitudes and indexes were computed using N individual measurements. New reduction without (b − y)term. N V (b − y) c1 (v − b) m1 Hβ 1 38740 38740 14353 24294 24294 33143 2 12690 12710 5646 8322 8322 11348 3 25859 25857 9118 15427 15430 22489 >3 17966 17948 7007 11337 11334 15967 overlap regions) and also stars observed during different nights. In order to study them separately the two other sets of plots are developed, i.e. for N =3 and N>6. • For the N=3 group we have mainly stars observed three times during the same night and chip. We see that the error in Hβ decrease again. So the internal consistency within the same night and chip seems to improve. • Likewise, for N>6 we also see an improve for Hβ accuracy, indicating a better consistency between different nights and chips. • In all cases we see an improvement of the internal accuracy of the Hβ index for the new reduction, giving slightly better results when the (b − y) term index is avoided. This conclusion agrees also with the selection of the NEW-B version of the catalog. Since now the photometric indexes are slightly different with this new reduction, the number of rejected measurements when doing the mean can be slightly different, so the final number of measurements shown in Table 4.3 have slightly changed. We show the new results in Table 4.7. 60 CHAPTER 4. THE STROMGREN¨ PHOTOMETRIC SURVEY AT THE ANTICENTER 1 1 V (b-y) c (b-v) m Hb 19.0 19.0 19.0 18.5 18.5 18.5 18.0 18.0 18.0 17.5 17.5 17.5 17.0 17.0 17.0 N>6 16.5 16.5 16.5 V magnitude 16.0 16.0 16.0 15.5 15.5 15.5 15.0 15.0 15.0 14.5 14.5 14.5 0.025 0.015 0.005 0.025 0.015 0.005 0.025 0.015 0.005 0.030 0.020 0.010 0.000 0.030 0.020 0.010 0.000 0.030 0.020 0.010 0.000 20 20 20 19 19 19 18 18 18 17 17 17 N=3 16 16 16 V magnitude 15 15 15 14 14 14 13 13 13 0.02 0.02 0.02 0.01 0.01 0.01 0.05 0.05 0.05 0.03 0.03 0.03 0.00 0.00 0.00 0.06 0.06 0.06 0.04 0.04 0.04 20 20 20 19 19 19 18 18 18 17 17 17 16 16 16 N>1 15 15 15 V magnitude 14 14 14 13 13 13 12 12 12 0.02 0.02 0.02 0.01 0.01 0.01 0.05 0.05 0.05 0.03 0.03 0.03 0.00 0.00 0.00 0.06 0.06 0.06 0.04 0.04 0.04 20 20 20 19 19 19 18 18 18 17 17 17 16 16 16 N=1 15 15 15 V magnitude 14 14 14 13 13 13 12 12 12 11 11 11 0.12 0.02 0.12 0.02 0.12 0.02 0.08 0.08 0.08 0.10 0.00 0.10 0.00 0.10 0.00 0.06 0.06 0.06 0.04 0.04 0.04 ro npooercindexes photometric in error OLD NEW-B E- . NEW-A Figure 4.13: Photometric accuracygroups for of all stars. the indexes for the three catalogs (from top to bottom: OLD, NEW-A, NEW-B) for the four Part III STELLAR PHYSICAL PARAMETERS 61 Chapter 5 Empirical calibrations There are several pre-Hipparcos empirical calibrations that allow us to compute physical param- eters from the Str¨omgren photometric indexes. There are three main steps that these procedures follow. First, to classify the stars in different photometric regions. Then, and depending on the region, they follow different calibrations to obtain both, the interstellar extinction and abso- lute magnitude, from which one can compute the distance. Finally, other parameters like Teff , log g, can be obtained from atmospheric model, and M/M and age from evolutionary models. Metallicity can also be obtained for some of the photometric regions. All these methods use as input the following reddening free photometric indexes: [m1]=m1 +0.33 · (b − y) (5.1) [c1]=c1 − 0.19 · (b − y) [u − b]=[c1]+2· [m1] Hβ = HβW − HβN and also the indexes: a =(b − y)+0.18 · ((u − b) − 1.36) (5.2) r =0.35[c1] − Hβ +2.565 These empirical calibration methods (EC from now on) need first a photometric classification in different regions. Then two different parameters are computed: the interstellar extinction AV and the absolute magnitude MV . Each of the methods uses their own calibrations to derive these values. Most of them obtain the interstellar extinction from the intrinsic (b − y)0 color, and so from the excess. Crawford & Mandwewala (1976) provide useful relations between the excesses for different indexes as well as for the absolute absorption in the visible. AV =4.27 · E(b − y) (5.3) E(a)=1.288 · E(b − y) E(c1)=0.19 · E(b − y) E(m1)=−0.33 · E(b − y) Once the AV and MV are obtained, the distance can be computed as: − − Dist =10(5+V MV AV )/5 (5.4) 63 64 CHAPTER 5. EMPIRICAL CALIBRATIONS In next sections, the methods used to derive the interstellar absorption and absolute magnitude for different classification regions are discussed, as well as the classification methods available. Then, in Sect.5.3 the computation methods for other physical parameters like Teff ,logg or Age are also described. 5.1 Classification methods Str¨omgren (1966) classified the stars in the following photometric regions: • Early group (region 1): O-B9 • Intermediate group (region 2): A0 - A3 • Late group: Region 3: A3 - F0 Region 4: F0 - G2 Region 5: G2 –> In our studies we are mainly interested in early regions, so the stars in regions later than 3 will not be taken into account. There are two references available that classify the stars in regions: Figueras et al. (1991) (FTJ91 from now on) and Lindroos (1980) (LI80). These methods use the reddening free photometric indexes [m1], [c1], [u − b], and Hβ to classify the stars in the different regions. In Fig.5.1 (left and center) we see the strategy followed by these two methods. As we can see they use slightly different indexes and relations in order to do the classification, FTJ91 being slightly more complex. Fig.5.2 (top and center) shows the resulting classification for the stars in our catalog. The two methods are very similar, with the main differences being in the gap between regions 1 and 3 in the [c1] − [m1] plot. They are equivalent when the stars in regions 1 and 3 are well separated (i.e. for small photometric errors). For the stars in our catalog this is not true, and the separation between early and late stars is not clear. In this case, the LI80 method has some problems with these stars, since they are classified as region 2 stars, when they should be region 1 or 3. So we can state that FTJ91 classifies better than LI80. However there are still some features in the FTJ91 classification that could be improved. First, there are some stars classified as region 1 with [m1] values larger than 0.16, that should be classified as regions 2 or 3 (see black points in Fig.5.2-top). On the other hand, the separation between early and late stars looks too sharp (see black and green points in Fig.5.2-top). The separation looks better in the LI80 classification, but just shifting the stars in the gap to later regions (instead to region 2 following LI80, or to region 1 following FTJ91). So a new classification method (NC from now on) is created here. It is based on the FTJ91 method, with two new modifications: • A: The stars with [m1] > 0.16 cannot be region 1, so they will be reclassified as region 2 or later. • B: We create a new separation between early and late regions using the LI80 separation and classifying the stars that LI80 was including in region 2 as region 3 or later. 5.1. CLASSIFICATION METHODS 65 We can see the NC scheme in Fig.5.1-right and the result of the classification in Fig.5.2-bottom. From now on, the method that will be used for classification is NC, rejecting the other two methods LI80 and FTJ91. 66 CHAPTER 5. EMPIRICAL CALIBRATIONS omgren (1966). Figure 5.1: Schemedifferences of between the methods. classification In for blue, reference FTJ91 tables (left), from Lindroos Str¨ (1980) (center) and NC (right). In orange and red we show the 5.2. EXTINCTION AND ABSOLUTE MAGNITUDE COMPUTATION 67 5.2 Extinction and absolute magnitude computation This section details the different calibrations available for each of the photometric regions that will allow the computation of the absolute magnitude MV and extinction AV . Then, through Eq.5.4 the distance will be computed. 5.2.1 Early region: O-B9 type stars Crawford (1978) (CR78) 1. Assuming c0 = c1, the interpolation in Table I from Crawford (1978) provides a first estimation for (b − y)0. 2. The excess is obtained E(b − y)=(b − y) − (b − y)0. 3. Using that value and Eq.5.3 we can obtain a new unreddened value c0 = c1 − E(c1) 4. Then the new value for c0 is used as input for the Table I again. The last steps are iterated until convergence obtaining a good value for AV . 5. From the same table one gets Hβzams. 6. Then Table V (Crawford 1978) provides MV (β) from the observed Hβ. 7. In some cases a correction to MV is applied: MV = MV (β)ifc0 < 0.2 MV = MV (β) − 10 · (βzams − β)if0.2 MV = MV (β)ifc0 > 0.9 Lindroos (1981) (LI81) • This method follows the same procedure as CR78, but shortening the range of correction of MV : MV = MV (β)ifc0 < 0.2 MV = MV (β) − 10 · (βzams − β)if0.2 MV = MV (β)ifc0 > 0.75 This correction was computed using only 11 stars. Balona & Shobbrook (1984) (BS84) The steps followed to get c0 and E(b−y) are the same as in CR78. Then, the absolute magnitude is computed as: • [g]=log(β − 2.515) − 1.60 · log(c0 +0.322). 3 • MV =3.499 + 7.203 · log(β − 2.515) − 2.319 · [g]+2.938 · [g] . 68 CHAPTER 5. EMPIRICAL CALIBRATIONS Figure 5.2: [c1] − [m1] diagram where the colors show the region following FJT91 (top), LI80 (center) and NC (bottom). Black: region 1. Blue: region 2. green: region 3. Yellow: region 4. Red: region 5. 5.2. EXTINCTION AND ABSOLUTE MAGNITUDE COMPUTATION 69 5.2.2 Intermediate regions: A0-A3 type stars Claria Olmedo (1974)(CL74) • In this case the extinction is computed as: E(b − y)=0.692(b − y) − 1.073 · m1 − 0.065 · c1 +0.523 · Hβ − 1.265 • And from that the excess in a, and the unredden a0 = a − E(a). • the absolute magnitude then is computed like: MV =1.5+6·a0 −17·r (Str¨omgren (1966)) Grosbol (1978) (GR78) • The intrinsic a0 index and (b − y)0 color are computed like: a0 =1.538 · [m1]+0.742 · r − 0.271 (b − y)0 =1.071 · [m1]+0.387 · r − 0.189 • So two different excesses can be computed: E(b − y)1 =(a − a0)/1.288 E(b − y)2 =(b − y) − (b − y)0 • The final excess is computed from the average: E(b − y)=(E(b − y)1 − E(b − y)2)/2 • and then the absolute magnitude MV is obtained from Str¨omgren (1966): MV =1.5+6· a0 − 17 · r Hilditch et al. (1983) (HI83) • Assuming m0 = m1, the interpolation in their Table 1 provides (b − y)0. • The excess E(b − y) is computed, as well as the unreddened index m0 = m1 − E(m1). • Using this new m0 in the table 1 again, and repeating last steps until convergence. • MV is computed following GR78. Moon & Dworetsky (1985) (MO85) • Intrinsic color in computed as: 2 (b − y)0 =4.2608 · [m1] − 0.5392 · [m1] − 0.0235 • That provides excess and intrinsic index m0 = m1 − E(m1) • m0 is used as input for Table 1 from Hilditch et al. (1983) to get (b − y)0 again. • with the new value of (b−y)0, m0 can be recomputed, repeating the steps until convergence. • For MV ,thestepsarethesameasfortheHI83method. 70 CHAPTER 5. EMPIRICAL CALIBRATIONS 5.2.3 Late region: A4-A9 type stars. Crawford (1979) (CR79) • Hβ is used as input in Table 1 from Crawford (1979) to get the non-evolved intrinsic indexes c0 and m0. MVzams is also computed. • The differences are computed following: δm1 = m0 − m1, that will be used as metallicity parameter. δc1 = c1 − c0, that will be used as evolutionary parameter. • The intrinsic color (b − y)0 is computed following two different formulas, as a function of the δm1. (b − y)0 =2.946 − Hβ -0.1δc1 if δm1 >0 (b − y)0 =2.946 − Hβ − 0.1δc1 − 0.25δm1 if δm1 < 0 • With that we obtain the excesses in the different indexes as well as the unreddened indexes m0 and c0. • And then δc1 and δm1 are recomputed, iterating until convergence. • The absolute magnitude is obtained from MV = MVzams− 9 · δc1. 5.3 Effective temperature and other physical parameters Using previous methods we obtained the interstellar extinction and the absolute magnitude (thus the distances) for all the photometric regions. But parameters like luminosity, age, Teff , log g or Mass are still not available. In order to obtain all these parameters, atmosphere models and stellar evolutionary models can be used (as it will be done for the Model Based method, see Chapter 6). Using the obtained intrinsic color indexes (b−y)0, m0, c0 and Hβ we can interpolate in the atmospheric grids in order to obtain the Teff and log g, as well as the bolometric correction. The luminosity can be obtained from the absolute magnitude and the bolometric correction: Mbol = MV + BC and log(L/L)=(−Mbol +4.74)/2.5. And then, the Teff and L/L can be used to interpolate in the evolutionary track to obtain the age and the Mass. Metallicity is difficult to be computed and for most of the regions there is no available metallicity calibrations. For region 3 stars there are calibrations that compute it from the δm1 index, like those provided by Smalley (1993): [H/M]=−10.56 · δm0 +0.081 (5.5) or by Berthet (1990): − · 2 − [Fe/H]= 35.139 δm0 6.515δm0 +0.081 (5.6) For later regions (F stars and colder) there are other calibrations available like Crawford (1975); Nissen (1970, 1988); Gustafsson & Nissen (1972); Crawford & Perry (1976). However, we are not interested in cold stars, so these methods are detailed here. 5.4. ERROR COMPUTATION 71 5.4 Error computation In order to provide errors for the obtained physical parameters there are two main options. The first one is to follow the formulas provided by Reis & Corradi (2008) (for B-type stars) and Knude (1978) (for A-type stars). These formulas are obtained from the error propagation in the previous empirical relations. The other option (that will be used in this work) is to compute the errors through Montecarlo simulations, that is, to use the original error in the observed photometric indexes (V ,(b − y), m1, c1,andHβ) to create several random realizations. We will assume Gaussian distributions for the errors to obtain the final dispersion for each of the physical parameters. This method allows to compute all the errors following the same approach for all the photometric regions. It will be also directly comparable with the errors we will use for the Model Based method (see Chapter 6). 100 realizations will be used in both cases in order to estimate the errors for the different physical parameters. The 100 random realizations developed can be classified in different photometric regions, and so the physical parameters will be computed using different procedures (or will not be computed for stars in region 4 or 5). So in order to homogenize the results, a given realization will only be used to compute the error if it is located at the same region as the original star (the one coming from the catalog without any random modification). And in order to understand where the different realizations are classified, and how many of them are used for the final error computation, we are keeping track of the number of realizations for each of the regions through the parameter Nreg. We must take into account that the photometric errors provided by the catalog are the error of the mean for stars with more than one measure. In that case, the output error will be also the error of the mean. But for stars with a single photometric measurement, the error provided by the catalog is just the dispersion obtained by error propagation from all the process, so the output errors for the parameters will be coherent with that. 72 CHAPTER 5. EMPIRICAL CALIBRATIONS Chapter 6 The new strategy: Model Based method We created a second method to obtain physical parameters from Str¨omgren photometric indexes based on atmospheric and evolutionary star models (Model Based method, MB from now on). It consists in a two step approach. First, a 3D fit in a [c1] − [m1] − Hβ grid that provides gravity (log g), effective temperature (Teff ), intrinsic color ((b − y)0 -from which we can get the absorption (AV )- and the bolometric correction (BC). And second, the interpolation in an evolutionary track that provides luminosity (L/L) and age. This luminosity is translated into bolometric magnitude using: L Mbol =4.74 − 2.5log (6.1) L And using the bolometric correction, the absolute magnitude in the V band can be computed like: MV = Mbol − BC (6.2) And then the distance is computed using Eq.5.4 from MV , AV and the observed V magni- tude. This section details all the steps followed for the method, the different available grids are presented and discussed. 6.1 Model atmospheres Atmospheric grids are needed, providing the corresponding Str¨omgren photometry for different kind of stars. F.Castelli provides in her webpage1 the colors for different photometric systems obtained from ATLAS9 atmospheric models (Castelli & Kurucz 2006, 2004). Each grid contains: • effective temperature (Teff ), • gravity (log g), • Str¨omgren unreddened indexes ((b − y), m1, c1, Hβ), and • bolometric correction (BC). 1http://wwwuser.oat.ts.astro.it/castelli/colors.html 73 74 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD Table 6.1: Information for the different grids grid uvby Hβ convection Teff range log g range Castelli yes yes MLT 3500 - 50000 0-5.0 Smalley 1997 yes no MLT 5500 - 8500 2-5.0 Smalley 1995 no yes Turbulent (CM) 5500 - 50000 0-5.0 In addition to the grids provided by Castelli, Smalley & Dworetsky (1995); Smalley & Kupka (1997) provide grids only available for later stars. The main difference between Castelli and Smalley & Kupka (1997) grids are the convection models used. While Castelli is using the mixing length theory (MLT), Smalley & Kupka (1997) is using the turbulent convection model from Canuto & Mazzitelli (1991, 1992) (CM from now on). However, Smalley & Kupka (1997) do not provide the Hβ values, that can be obtained from Castelli grids or from Smalley & Dworetsky (1995), that used Kurucz (1979) grids as well as MLT. Table 6.1 provides information about the different available grids. Some important comments and statements from the papers: • Convecting models (CM) theory gives values of (b − y)0 and c0 that are in best overall agreement with observations. Investigations of the m0 index reveal that all of the treat- ments of convection presented (Smalley & Kupka 1997) gives values that are significantly discrepant for models with Teff <6000K. None of the models give totally satisfactory m0 indexes for hotter stars, but CM models are in good agreement above 7000K. • Broad band colors and flux distributions are significantly influenced by microscopic effect of convection in stars later than mid A-type. • Small systematic errors were found (in Kurucz 1979, ATLAS6) in the colors calculated for late-A and F stars. • For early-A type stars there is a region around the zone of hydrogen ionization that is convectively unstable according to the Schwarzschild criterion, but convective transport remains so inefficient that the resulting temperature gradient cannot be distinguished from the radiative one. In the case of MLT, minor deviations from the radiative gradient can be observed beginning around Teff =8500K,logg=4. In Fig.6.1 and 6.2 we see the differences between the grids. In Chapter 7 we will compare the results obtained using different atmospheric grids with Hipparcos data in order to check which is the best grid (or combination of grids) for the distance derivation. Figure 6.3 shows the differences between the photometric indexes provided by the Castelli and Smalley & Kupka (1997) grids. And in Fig. 6.4 there are the differences in Hβ between Castelli and Smalley & Dworetsky (1995). Some comments about the plotted differences are: • The differences in (b − y)0 are always positive, i.e. (b − y)0 from Castelli are larger. Differences are up to 0.025. • The largest differences are given for c1. Castelli values for cold stars are clearly larger (up to 0.06). The differences are smaller (only up to 0.02) for hotter stars. 6.1. MODEL ATMOSPHERES 75 1.8 8000 1.6 7500 8500 1.4 7000 1.2 6500 1 c1 6000 0.8 0.6 5500 2.0 2.5 0.4 3.0 3.5 4.0 4.5 0.2 5.0 0 0.1 0.2 0.3 0.4 0.5 (b-y)0 Figure 6.1: Comparison of the (b − y)0 and c1 for the Castelli (blue) and Smalley (green) grids. 0.35 0.3 5500 0.25 5.0 m1 4.5 6000 0.2 4.0 3.5 6500 7000 0.15 3.0 7500 2.5 8000 2.0 0.1 8500 0 0.1 0.2 0.3 0.4 0.5 (b-y)0 Figure 6.2: Comparison of the (b − y)0 and m1 for the Castelli (blue) and Smalley (green) grids. 76 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD Figure 6.3: Differences (Castelli - Smalley97) in (b − y) (left), m1 (center) and c1 (right) as a function of Teff (top) and log g (bottom). Solid lines show log g=2.0 (red), log g=3.0 (blue), log g=4.0 (green) and log g=5.0 (orange). Dashed lines show differences for Teff =5500 (red), Teff =6500 (blue), Teff =7500 (green) and Teff =8500K (orange) • Differences in m1 are small for low gravities and low Teff , but then they increase up to 0.03 for log g=4.5-5. Castelli values are slightly larger for cold stars and clearly smaller for large gravities. • The differences reach 0.03 magnitudes for Teff ∼8000 K. • For stars hotter than 10000 K the differences are insignificant. • Since our region 3 stars have Teff =7000-8500 K we have stars with both, positive and negative differences. 6.2 Interpolation method The different grids provided by Castelli & Kurucz (2006), Smalley & Dworetsky (1995) and Smalley & Kupka (1997) are discretized in steps of 0.5 or 0.25 in log g and 250K, 500K,or 1000K in Teff (depending on the grid and the range of Teff ). Since we will develop a 3D fit we need to discretize the grids as much as possible, taking into account the final accuracy in physical parameters and also the computing time. The appropriate steps for the interpolated grids have found to be 10 K in Teff and0.01inlogg. There are two possible interpolation methods that can be used here, namely a linear interpo- lation between the available points or a smoothed interpolation using a gaussian weighted mean with all the points around it. Each of the options has its drawbacks. In the case of the linear 6.3. STELLAR EVOLUTIONARY TRACKS 77 0.04 0.03 0.03 0.02 0.02 0.01 0.01 DHb DHb 0 0 -0.01 -0.01 -0.02 -0.02 6000 7000 8000 12345 Teff logg Figure 6.4: Differences (Castelli - Smalley94) in Hβ as a function of Teff (left) and log g (right). Solid lines show log g=2.0 (red), log g=3.0 (blue), log g=4.0 (green) and log g=4.5 (orange). Dashed lines show differences for Teff =5500K (red), Teff =6500K (blue), Teff =7500K (green) and Teff =8500K (orange). interpolation, we ensure that the thin grid goes exactly through the original grid, but some sharp features are created that, mainly at the turning point of the grid (at the upper part of the [c1] − [m1] − Hβ diagram, close to intermediate region), will cause a different probability for a star to belong to each of the points. The stars above the grid will have more probabilities to be fitted with the points at the edges of the sharp features. That fact creates some discontinuities to our final results. On the other hand, for the smooth interpolation, the main drawback is that the final points will not match with the original points of the grids. Depending on the sigma used for the smoothing, the differences between the original and the thin grid can be important, mainly at the top of the grid. In addition, the results depend on the sigma used and on the discretization of the original grid, so we find some discontinuities when the step size of the original grid changes. For all these regions we decided to use a smoothed interpolation for points below Teff <12000 K, that includes the peak around intermediate region and also the transition between Castelli & Kurucz (2006) and Smalley & Dworetsky (1995) grids, avoiding sharp features. And then, to use a linear interpolation for the hotter grids, where the original grid has a different step size, avoiding discontinuities. In any case, the differences between different options are always below 0.005 for [c1], 0.002 for [m1] and 0.003 for Hβ. And the differences in the final distances obtained using the two grids are around 2% in distance. 6.3 Stellar evolutionary tracks There are two evolutionary tracks available in the literature useful for our purposes: Bressan et al. (1993) and Bertelli et al. (2008). Bressan et al. (1993) provide 20 grids within a range of Masses between 0.6 -120M.Thelogg is not provided, but it can be computed from the Mass, the luminosity and the Teff taking into account the expressions 6.3 and 6.4 that can be 78 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD obtained from: L =4πR2σT 4 eff 2 1 −4 R = L Teff 4πσ 1 2logR =log +log(L) − 4log(Teff ) 4πσ 1 L 2logR =log +log +log(L) − 4log(Teff ) 4πσ L and using (in cgs units): 1 σ =5.6704 · 10−5erg · cm−2s−1K−4 log =3.147176 4πσ 33 −1 L =3.839 · 10 erg log L =33.584218 we get the expression L 2logR =3.147176 + 33.584218 + log − 4logTeff (6.3) L On the other hand: M g = G R2 − log g =logG +logM 2log R M log g =logG + log +logM − 2logR M and using (in cgs units): G =6.67428 · 10−8cm2 · g · s−2 log G = −7.175596 33 M =1.9891 · 10 glogM =33.29866 we get the expression: M log g = −7.175596 + 33.29886 + log − 2logR (6.4) M Bertelli et al. (2008) provide 32 tracks with masses between 0.6 and 20 M. Stars more massive than that are not important in this study (a 20M isaO8starwhileaB0has17.5M). The grids for more massive stars can be obtained from Bressan evolutionary tracks, and although they do not provide the Mass loss, they provide log g, so the Mass can be computed inverting Eqs. 6.3 and 6.4. From all the metallicity grids provided, the solar metallicity grid is used: Z=0.017, Y=0.26 (Grevesse & Sauval 1998). Figure 6.5 compares both evolutionary tracks. And Figs.6.6 and 6.7 show the comparison between the resulting physical parameters for our anticenter survey stars using the two different 6.4. THE ROLE OF METALLICITIES 79 M=20Mo 4.4 M=5Mo 4.2 4 log Teff 3.8 M=1Mo 3.6 M=0.6Mo 3.4 012345 log g Figure 6.5: log g vs. log Teff for the Bressan (red) and Bertelli (blue) grids. Four different masses are shown as an example. grids. There are around ∼1% of stars that have problems and which distances cannot be computed following this method, since they are outside the grids. As can be seen in Fig.6.7, the differences between the two grids are small, leading to dif- ferences in distances smaller than 5%. The differences are also smaller than 0.2 in absolute magnitude and 0.06 in luminosity. Since the discrepancies are small, the Bertelli et al. (2008) tracks will be selected because they are more recent. 6.4 The role of metallicities AccordingtoNordstr¨om et al. (2004), the metallicity in the solar neighbourhood is slightly negative, with a mean value of [M/H]=-0.14±0.19 dex. Grevesse & Sauval (1998) suggest values of Z=0.017, Y=0.26 from the study of the Sun. On the other hand, the gradient of metallicity as a function of the Galactic radius has been found to be around 0.1dex/kpc. The stars we are interested in will be not further than 3-4 kpc, so their mean metallicities will lay in the range between [M/H]=[-0.5,0.0]. Our fitting method do not allow to compute metallicity at the same moment that we obtain other parameters like Teff and log g, due to the large degeneracy present in the 3D space [m1] − [c1] − Hβ. So, although different metallicity grids are available, solar metallicity grid will always be used. However, we develop some tests in order to check the biases that are introduced when solar metalicity grid is assumed, and compare them with a grid with [M/H]=-0.5. Figure 6.8 present the differences between the Castelli grids with [M/H]=0.0 and [M/H]=-0.5. The differences increase up to 0.4-0.5 dex for cold stars, but for the hotter stars we are intereseted in (e.g. Teff >7000K,log(Teff ) =3.85, for a A9 star), the differences in [m1]and[c1] are smaller 80 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD Figure 6.6: log g vs. Teff with the luminosity, Age and MV color-plotted. Left: using Bressan et al. (1993) grids. Right: Using Bertelli et al. (2008) grids. The jump in Age around the main sequence is due to all the stars below the zams, since they are shifted to the zero age. 6.4. THE ROLE OF METALLICITIES 81 Figure 6.7: Differences between the physical parameters obtained using Bressan et al. (1993) and Bertelli et al. (2008) tracks. From top to bottom: Differences in distance (in pc), luminosity, absolute magnitude and age. Left: Histogram of the mentioned differences. Right: Differences vs. distance, luminosity, absolute magnitude and age. 82 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD 0.02 0.020 0.06 0.015 0.00 0.010 5 0.04 . 5 0 . 5 . 0.005 0 − 0 ] −0.02 − − ] 1 1 m c [ [ Hb 0.000 − − − 0 0 0 . . 0.02 . 0 0 0 ] ] −0.04 1 1 −0.005 c Hb [ m [ −0.010 0.00 −0.06 −0.015 −0.02 −0.08 −0.020 3.6 3.8 4.0 4.2 4.4 4.6 3.6 3.8 4.0 4.2 4.4 4.6 3.6 3.8 4.0 4.2 4.4 4.6 log(Teff) log(Teff) log(Teff) Figure 6.8: Differences in [m1], [c1]andHβ as a function of Teff for two different Castelli metallicity grids, with [M/H]=0.0 and [M/H]=-0.5, Figure 6.9: [c1] − [m1] plots where colors show the differences in Teff ,logg and distance (in pc) when comparing two different Castelli metallicity grids, with [M/H]=0.0 and [M/H]=-0.5. than 0.02 mag and the differences in Hβ are smaller than 0.01. These values are below our photometric errors and although they can lead to small systematic trends, the differences are very small for the final physical parameters. As can be seen in Fig.6.9, there are only two regions with larger biases: the cold stars and the gap between early and late type stars, where the stars can have missclassification problems. Figure 6.9 shows the differences in Teff and log g and final distance obtained when using the two different metallicity grids. As stated, the differences are very small, except for two regions: the gap between early and late regions, where some stars may be different classified, and the late type stars. As known, [m1] is a good Str¨omgren indicator of metallicity for stars later than A3 (with log(Teff ) <3.9), so it should be possible to use this parameter o estimate the metallicity for some of our catalog stars. 6.5 Binarity effect Many of the stars in our survey will be binaries. Some of them will be just visual binaries while others will be real physical binaries. In the first case, it is very difficult to estimate their effect, since the ratio between their masses, distances, spectral types, etc. can be any. However only the pairs with similar brightness will be really important for us. For physical binaries, some tests can be developed in order to estimate the change in their photometric indexes. The ratio of binarity is under discussion, but according to Arenou (2010) it can reach more than 80% for the more massive stars. There are several parameters that will be important when studying the 6.5. BINARITY EFFECT 83 modification of the photometry due to a binary star, some of them being: • Probability of binarity: according to Arenou (2010) this probability can reach 80% for most massive stars. • Mass ratio between the stars (M1/M2): It is related with the ratio of the magnitudes, and so the effect of the secondary on the photometry of the primary. According to Arenou (2010) the probability have a peak around M1/M2=0.6. And only in 10% of the cases the mass ratio is higher than M1/M2=0.8. • Period and radius of the orbit: together with the distance and angular resolution, they give the limit for the detection of the two stars. • Inclination angle of the orbit: that will give probability of eclipsing binaries. The simulation of all these effects can be very complex. In order to have a first estimation, a simple simulation is developed here, analysing the change on the photometric indexes for different mass ratios. The steps followed in this simulation are: 1. Select different main sequence type stars as example of the primaries, from B0 to F0. 2. Obtain the typical physical parameters for these primary stars: absolute magnitude MV 1, Mass M1 and temperature Teff1. 3. Assume, for each primary, different type stars for the secondary (always with less mass than the primary), as well as their physical parameters: absolute magnitude MV 2,Mass M2 and temperature Teff2. 4. Assume that all the stars are main sequence with a gravity of log g =4.2. 5. For each star (both, primaries and secondaries) obtain their photometric indexes ((b − y), m1, c1, Hβ) from the Castelli & Kurucz (2004) grids and the assumed Teff and log g. 6. Assume a V magnitude for all the stars. We will assume that the distance is 10pc, and there is no extinction, so the visual magnitude will be V = MV . The results do not depend on this assumption. 7. Compute the magnitudes in the individual filters from the given photometric indexes like: y = V , b =(b − y) − V , v = m1+2(b − y)+V , u = c1 +2m1 +3(b − y)+V , HβW = b, and HβN = Hβ− HβW . We are assuming that b and HβW are approximately equal since they are centered at similar wavelengths. (−x/2.5) 8. Compute the individual fluxes for each star Fx =10 +C for x = u, v, b, y, HβW ,HβN . 9. Obtain the total flux for each filter adding the fluxes for both stars: FxT = Fx1 + Fx2. 10. Obtain the total magnitudes in the individual filters: xT = −2.5log(FxT ). 11. Compute the final index for the binaries like: (b − y)T = bT − yT , m1T = vT − 2 · bT + yT , c1T = uT − 2 · vT + bT and HβT = HβNT − HβWT. 84 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD 1.2 K5 3.0 K5 K2 K2 1.0 K0 K0 G8 2.9 G8 G5 G5 0.8 G2 G2 G0 G0 2.8 0.6 F5 F5 ] 1 1 1 F2 F2 c Hb [ 0.4 F0 SP F0 SP 2.7 A5 A5 A2 A2 0.2 A0 A0 B8 2.6 B8 0.0 B5 B5 B2 B2 −0.2 B0 2.5 B0 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.0 0.1 0.2 0.3 0.4 0.5 0.6 [m1 ] [m1 ] 1.2 1.0 3.0 1.0 0.9 0.9 1.0 0.8 2.9 0.8 0.8 0.7 0.7 1 1 0.6 2.8 0.6 0.6 ] 1 0.5 0.5 /Mass /Mass c Hb [ 0.4 2 2 0.4 2.7 0.4 Mass Mass 0.2 0.3 0.3 0.2 2.6 0.2 0.0 0.1 0.1 −0.2 0.0 2.5 0.0 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.0 0.1 0.2 0.3 0.4 0.5 0.6 [m1 ] [m1 ] Figure 6.10: Displacement due to binarity in [c1] − [m1](left)andHβ − [m1] (right) plots. Crosses show the location of the primary, and dots the location of the total binary star. Top: colors show the spectral types of the binary for each simulated star. Bottom: colors show the mass ratio between the primary and the secondary. The information about the spectral types used, and their physical parameters as well as the photometric indexes can be found in Table A.11. In Fig. 6.10 and Fig. 6.11 we can see how the indexes [m1], [c1]andHβ have been modified due to the presence of the secondary star. We see that for different Teff of the primaries and for some mass ratios between the primary and the secondary the photometric indexes can be shifted up to 0.1. For hot stars, only mass ratios very close to one gives biases close to 0.05 in [c1], up to 0.2 in [m1] and up to 0.04 in Hβ.Theseare upper limit values, since these combination of stars will be found in few cases. Finally, it is important also the effect on absolute magnitude MV . Considering two stars with equal luminosity, that have been treated as a single star, this translate in an error of absolute magnitude of 0.75mag (i.e. for a single star: m1 = −2.5logF1 + C, but if the star is binary: F2 =2F1,andthenm2 = −2.5log(2F1)=m1 − 0.75). This error of 0.75 magnitudes is translated into a 30% error in distance for this extreme case. The mass ratio between the primary and the secondary is a critical issue for the MV derivation of the star (or system). As stated, only 10% of the OB stars have mass ratio larger than M1/M2=0.8 (Arenou (2010)). So very few stars will be close to this extreme case of a 0.75 magnitude error. This possible bias in the MV determination will lead to a direct shift in the position of the arm. The only solution available to correct this effect is the spectroscopic analysis of the stars in order to remove those that are clearly binaries. We are only considering main sequence stars. In the case of evolved stars, we have to take into account that star evolution will affect more the primary (more massive star) shifting it out of the main sequence and giving a brighter magnitude. In that case, since the primary will be brighter, the effect in the final photometry will be even smaller. 6.6. 3D FITTING ALGORITHM 85 0.10 0.10 1.0 32000 0.9 0.8 28000 0.05 0.05 0.7 24000 1 1 1 0.6 ] ] 1 1 c c 1 [ 0.00 20000 [ 0.00 0.5 /Mass − − eff 2 T T T ] ] 1 1 c c 0.4 [ 16000 [ Mass 0.3 −0.05 12000 −0.05 0.2 8000 0.1 −0.10 4000 −0.10 0.0 −0.01 0.00 0.01 0.02 0.03 0.04 0.05 −0.01 0.00 0.01 0.02 0.03 0.04 0.05 [m1 ]T −[m1 ]1 [m1 ]T −[m1 ]1 0.06 0.06 1.0 32000 0.9 0.04 0.04 0.8 28000 0.7 0.02 0.02 24000 1 0.6 1 1 1 Hb 0.00 20000 Hb 0.00 0.5 /Mass − − eff 2 T T T 0.4 Hb 16000 Hb −0.02 −0.02 Mass 0.3 12000 0.2 −0.04 −0.04 8000 0.1 −0.06 4000 −0.06 0.0 −0.01 0.00 0.01 0.02 0.03 0.04 0.05 −0.01 0.00 0.01 0.02 0.03 0.04 0.05 [m1 ]T −[m1 ]1 [m1 ]T −[m1 ]1 Figure 6.11: Differences in [c1], [m1]andHβ between the primary and the binary star. Left: color shows the Teff of the primary. Right: color shows the mass ratio between the primary and the secondary. 6.6 3D fitting algorithm The photometric indexes from our catalogued star need to be fitted with the atmospheric grids, in order to find which is the point of the grid that best represents the star. Four different methods are defined to compute the Teff ,logg,(b − y)0 and BC from the observed photometric indexes and their errors using the atmosphere grids described in Sect.6.1. 6.6.1 Method 1: Gaussian weighted mean For each star, the Teff and log g are computed as the average for all the points of the grid (i), weighted with a gaussian as a function of the distance between the position of the star and the point of the grid, that is: −([c1] − [c1] )2 −([m1] − [m1] )2 −(Hβ − Hβ )2 T = W T exp i − i − i eff effi 2σ2 2σ2 2σ2 i [c1] [m1] Hβ −([c1] − [c1] )2 −([m1] − [m1] )2 −(Hβ − Hβ )2 log g = W log g exp i − i − i i 2σ2 2σ2 2σ2 i [c1] [m1] Hβ where (6.5) 1 −([c1] − [c1] )2 −([m1] − [m1] )2 −(Hβ − Hβ )2 = exp i − i − i (6.6) W 2σ2 2σ2 2σ2 i [c1] [m1] Hβ 86 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD The main drawback of this method is that for stars in the gap between region 1 and 3 (stars with [m1] ∼0.2) the result is the average between physical parameters from both sides. One should assign the star to one of the sides (early or late-type stars), but the average of the properties of the early and late-type stars will give some result that has no physical sense. 6.6.2 Method 2: Minimum distance This second method looks for the point of the grid that is closer to our star. To do that we created a thin grid interpolating the original one (see Sect. 6.2.) The distance between the star () and a point of the grid (i) is computed as: − 2 2 − 2 2 − 2 2 ([c1] [c1]i) ω[c1] +([m1] [m1]i) ω[m1] +(Hβ Hβi) ωHβ disti = 2 2 2 (6.7) ω[c1] + ω[m1] + ωHβ 1 with ωj = 2 , where the photometric error for each index is taken into account. The physical σj parameters are assigned to the star, according to the point of the grid that has the minimum distance to the star. Minimizing the distances is equivalent to maximize the probability. But following Eq.6.7, we are considering that the probabilities in each of these three axis are inde- pendent although they are not. Next method will take that into account. 6.6.3 Method 3: Maximum probability This method maximizes the probability for one star to belong to a point of the grid, taking into account the distance between them (Dsg), as well as the photometric errors in the three indexes, that form the so-called ellipsoid of errors. The distance Dsg between the star (s)andthepoint of the grid (g) can be computed like: 2 2 2 − Dsg = Dsg,x + Dsg,y + Dsg,z = ξ ξg (6.8) with Dsg,x =[c1]s − [c1]g, Dsg,y =[m1]s − [m1]g,andDsg,z =[Hβ]s − [Hβ]g being the distances in each of the axis, and ξ being the variable in the axis between the star and the point of the grid with the origin located at the star. And considering the ellipsoid of errors, the photometric error in the direction between the star and the point of the grid can be computed like the distance between the location of the star and the surface of the ellipsoid in the direction between the star and the point (see Fig.6.12). In some cases the photometric errors can be underestimated, giving probabilities too close to zero. So we will increase the size of the ellipsoid five times. Then the three axis of the ellipsoids are: a =5σc1 b =5σm1 c =5σHβ Then the distance between the star and the surface of the ellipsoid in each axis, computed from 6.6. 3D FITTING ALGORITHM 87 Figure 6.12: Scheme of the ellipsoid of errors that show how to compute the σsg between the star and any point of the grid from the individual errors of the three photometric indexes. Figure 6.13: Scheme of the probability parameter. the equation of the ellipsoid and the equation of a line from the star to the point of the grid, is: D2 D2 D2 1 1 1 · sg,y 1 · sg,z · sg,y 2 = 2 + 2 2 + 2 2 2 1+ 2 Dse,x a b Dsg,x c Dsg,x + Dsg,y Dsg,x D2 2 sg,y · 2 Dse,y = 2 Dse,x Dsg,x D2 + D2 2 2 · se,x se,y Dse,z = Dsg,z 2 2 Dsg,x + Dsg,y An finally the distance between the star and the ellipsoid in the given direction is: 2 2 2 Dse = Dse,x + Dse,y + Dse,z (6.9) Once we have these values, we can compute the probability for one star to belong to a point of the grid as a gaussian with sigma being Dse and centered at the star (see Fig.6.13): ∞ 1 ξg (ξ − ξ )2 (ξ − ξ )2 P =1− √ exp g dξ − exp g dξ (6.10) 2 2 Dse 2π −∞ 2Dse ξg 2Dse Given one star, we have to compute the probability P for all the points of the grid in order to find the point of the grid that gives larger probability Pmax. When the parameter P =0.32 88 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD Figure 6.14: [c1]-[m1]anda[c1]-Hβ diagram with all the points of the grid. The color shows the corresponding probability P for an example star. means that the point of the grid is located at 1Dse,andP =0.05 the grid will be at 2Dse.In Fig.6.14 we see, for a single star, the probability for all the points of the grid in a [c1]-[m1]and a[c1]-Hβ diagrams. It must be taken into account that stars in the gap between early and late type stars can have a two peak distribution of probability, that is, they can belong to either one or the other side of the gap. Although we always choose the point of the grid with larger probability, we should consider those cases where the probability is similar for two different points of the grid, one for early region stars and the other one for late region stars. In that case, we should keep track of the results for both, and decide afterwards, using other information, like the results obtained by Crawford or photometry from IPHAS, 2MASS, etc., which should be the final choice. In order to keep track of this second possible location of the star we computed a second probability (B) parameter Pmax that will be forced to be at the other side of the gap. The limit between the two sides is fixed at Teff =10000K. If the relation between the two probabilities Pmax and (B) Pmax is close to one, we would have a star with similar probabilities to belong to early and late regions. For intermediate stars (stars around A0), this limit have not much sense, since they lay at the peak of the distribution. We can consider that for the stars with [c1] > 0.85 this second probability parameter will not be important. The physical parameters obtained considering that the star should belong at the other side of the gap will be named as case B, so they will have a B subindex (e.g. Teff,B,loggB,etc.) 6.6.4 Method 4: Weighted maximum probability This method is an improvement of method three to be applied to the stars that have similar probability to belong to both sides of the grid. We describe and discuss its advantages and drawbacks, but it will not be implemented in following sections. The maximum probability method (see Sect.6.6.3) assign Teff and log g taking into account both, the position in the [m1] − [c1] − Hβ and the corresponding photometric errors. As shown in Sect.4.4.2 the faint 6.6. 3D FITTING ALGORITHM 89 stars in our catalog have large photometric errors. This issue place some stars in the gap between early and late region (see Fig.5.2). Method 3 gives to these stars similar probabilities to belong to each of the two regions. To deal with this ambiguity some additional criteria are suggested here, each of them with its own advantages and disadvantages. These criteria could be, e.g.: • From the luminosity function in the solar neighbourhood one would expect more stars in the late region than in the early region. One option could be to weight each point of the atmospheric grid according to the corresponding Hess diagram. This diagram has the advantage to give a weight as a function of Teff and log g. However, our observed sample is not volume complete, so it does not follow the distribution presented by this Hess diagram. • A second approach would be to use a simulated sample from the Besan¸con Galaxy model for all the stars up to a given apparent magnitude in the anticenter direction. This approach is highly model dependent, so it can introduce some non-desired systematic trends (e.g. BGM has no spiral arms). • The set of stars of our sample from which the assignation is clear using method 3 (Pmax) define a density distribution along the grid. This density can be used as a weight for each of the point grid. Following this procedure we have the advantage to really represent our working sample and not a previous known luminosity function. A critical issue in the application of all these criteria is that any of the simulated samples would require a photometric error distribution similar to our working sample. The third criteria (using the correctly assigned stars) does not have this drawback, so it is the best one. We need to define for this method two samples. First the stars that we know for sure that are well assigned. We can select them by imposing a high probability Pmax >80% and also a (B) relation between the two probabilities Pmax/Pmax >2 (so the absolute maximum probability is larger than twice the maximum probability at the other side of the gap). Around 20% of the stars (∼7000) follow this requirements. On the other hand we also have to fix which are the ambiguous stars, those that are in the ambiguous region. We propose to use again the relation between the parameters, and their (B) (B) differences are smaller than 10%, that is, Pmax >0.9Pmax, i.e. Pmax/Pmax <1.1. But some of these stars are region 2 stars, close to the turn off of the diagram, and there is no ambiguity for them. So we need to restrict the sample to those stars with [c1] <0.85. This sample of uncertain stars following these restrictions are just the 4% of the sample (∼ 1300 stars) Using these ∼7000 stars that are considered as well assigned, we have to compute a weight for each of the points of the grid. Then a uniform grid in Teff -log g is created. It cannot be used the original thin grid used for the fit since it is too thin and almost no stars would be in each bin. SowecanuseagridwithastepofΔTeff =250K and Δ log g=0.5. Then the method 3 fitting is developed with the well classified stars. The number of stars fitted to each of the points of the grid, normalized by the total number of stars, is used as the weight assigned to each point. One drawback is that for lower gravities, there are almost no stars in each bin. And the weight appliedinlogg is not related with the two sides of the gap. So we can integrate for all the gravities, giving the weights only as a function of the temperatures. A second drawback for this method is with the upper part of the diagram, where the maximum probability parameters Pmax (B) and Pmax do not have much sense, since the assigned Teff will be close to 10000K in both cases, 90 CHAPTER 6. THE NEW STRATEGY: MODEL BASED METHOD (B) (B) so Pmax/Pmax ∼ 1. To avoid that, they have been rejected by the restriction Pmax/Pmax >2. So there is a lack of stars in those bins, due to our selection but not due to the real luminosity function. So we should cut again at [c1] <0.85 and do not weight the points of the grid for intermediate region. All these drawbacks and extra criteria make the method really complex and with several possible bias. In addition, this method would have effect only on 4% of the stars (those in the gap), so it will not be applied during this work, keeping the Method 3 as the onetobeused. 6.7 Error computation The errors for the obtained physical parameters are estimated from Montecarlo simulations. 100 simulated stars are created for each of the stars in our sample, which value of the photometric indexes (V ,(b − y), m1, c1,andHβ) will be modified following a random Gaussian number using the photometric error as the sigma. Then we will obtain for each star, 100 values for the output physical parameters. The dispersion obtained for these 100 values will be used as the error for each physical parameter. Some of these realizations may be fitted at the other side of the gap of the original star. Then, the computed parameters will be really different, giving at the computed dispersion a large value with not really a physical sense. So the realizations will be used for the error computation, only when they are located at the same side of the gap than the original star (measure without adding any random error). This two sides are easy to distinguish for stars at the bottom of the diagram (with low [c1] value), but the limit between both sides is not so clear at the top of the sequence. So one realization will be selected for the error computation, only in these cases: • When both, the original star and the realization have [c1] >0.85. • When one of them or both have [c1] <0.85 and: -BothhaveTeff <10000K,or -BothhaveTeff >10000K. Both the limit at [c1] =0.85 and Teff = 10000K have been set empirically in order to match with the turning point of the grids. That ensures that all the random realizations used for the error computation are at the same side of the gap, and the dispersion will be due to the error coming from the photometry and not for the difficulty of finding the right classification for the stars. However, this difficulty is also interesting to be checked, and that can be identified through an index Nside indicating how many of the 100 realizations are located at the same side of the original star. There should be also taken into account that the photometric error provided by the catalog is the error of the mean for those stars with more than one measurement, but is the error coming from the error propagation for the stars with a single measurement. So those errors will be analyzed independently (see Fig.8.5 and Fig.8.6 in Sect.8.1.3). Chapter 7 Testing distance derivation using Hipparcos data In Sect.5 the different empirical calibrations available to compute physical parameters from Str¨omgren photometry have been studied. And in Sect.6.1, the atmospheric grids from the liter- ature have been listed. In this section the capabilities of both methods (EC and MB) to derive stellar distances are analyzed using well studied Hipparcos stars having both, good parallaxes and Str¨omgren photometry. Since these Hipparcos stars are nearby stars, we will be checking the absolute magnitude calibrations, but not the derivation of the interstellar extinction. We will also check for systematic trends in distance and spectral types. The available classification methods will also be tested. 7.1 The Hipparcos sample The working sample have 4765 OBA stars in all directions in the sky with Hipparcos parallaxes (ESA 1997) and Str¨omgren indexes (also with Hβ) from Hauck & Mermilliod (1998). The O and B stars have been obtained from the Torra et al. (2000) working sample (from the 6922 stars with astrometric data, only 2823 have all the photometric indexes and V magnitude available from Hauck & Mermilliod (1998)). For the A stars we use the sample from Asiain (1998) (where some restrictions have been applied for variable stars, stars in open clusters, etc). The final sample has 4765 OBA stars with both parallaxes and all photometric indexes. 164 of these stars have negative parallaxes and will be removed from the sample, leaving 4601. In Fig.7.1 we can see the distribution of parallaxes, distances, apparent V magnitudes and relative errors for those stars. The spectral type for those stars have been obtained from the Hipparcos Input Catalog (HIC hereafter) (mainly from Michigan spectral source, see Houk & Cowley (1975), Houk (1978), and Houk (1982)). This is a spectral method, so it could be more accurate than a photometric one. However, the limit between two regions is not well defined, e.g., the classification between a B9 and a A0 star is very difficult. In Table 7.1 we can see the number of stars available for each spectral type. Notice that the number of stars in region 3 is rather low. 91 92 CHAPTER 7. TESTING DISTANCE DERIVATION USING HIPPARCOS DATA 1400 800 1200 600 1000 800 400 # stars # stars 600 400 200 200 0 0 0246 81012 0 102030 V magnitude parallax (mas) 1400 800 1200 600 1000 800 400 # stars # stars 600 400 200 200 0 0 0 0.2 0.4 0.6 0.8 1 0 0.5 1 1.5 2 distance (kpc) relative error in parallax Figure 7.1: HPC data distributions in V magnitude, distance, parallax and relative error in parallax. Table 7.1: Number of Hipparcos stars in our sample from each photometric region. All O0-O9 B0-B9 A0-A3 A4-A9 4601 91 2568 1574 368 7.2 Classification methods We compare here the classification methods from Figueras et al. (1991) (FTJ91), Lindroos (1980) (LI80) and the new classification method (NC) (see Sect.5.1) with the spectral types provided by the HIC. In Tables 7.2, 7.3, 7.4, 7.5, and 7.6 we can see the comparison of the classification between the three methods and the HIC. In green we find the stars that are classified in the same region by the two methods. Stars in orange are due to missclassifications between consecutive regions, since limits between regions are very difficult to establish, e.g. difference between B9 and A0 star or between A3 and A4. On the other hand, stars in red show differences in the classification of more than one regions: these are usually stars located close to the gap and classified to early and late regions by different methods. Some important issues from Tables 7.2, 7.3, 7.4, 7.5, and 7.6 are: • HIC only provide stars in the regions 0-3, since we selected only stars from O0 to A9. • FTJ91, LI80 and NC do not distinguish between O- and B-type stars, classifying all of them to region 1. Table 7.2: Comparison between the classifications of HIC and FTJ91. HIC-FTJ91 1 2 3 4 5 0 115 0 0 1 0 1 2657 24 13 11 2 2 580 617 374 3 0 3 0 28 330 10 0 7.2. CLASSIFICATION METHODS 93 Table 7.3: Comparison between the classifications of HIC and LI80. HIC-LI80 1 2 3 4 5 0 108 7 1 0 0 1 2631 55 10 9 2 2 582 671 319 2 0 3 0 32 326 10 0 Table 7.4: Comparison between the classifications of HIC and NC. HIC-NC 1 2 3 4 5 0 108 0 0 1 7 1 2631 24 17 14 21 2 569 627 375 3 0 3 0 28 330 10 0 Table 7.5: Comparison between the classifications of FTJ91 and LI80. FTJ91-LI80 1 2 3 4 5 1 3319 33 0 0 0 2 1 668 0 0 0 3 1 61 655 0 0 4 0 3 0 22 0 5 0 0 0 0 2 Table 7.6: Comparison between the classifications of FTJ91 and NC. FTJ91-NC 1 2 3 4 5 1 3308 10 5 3 26 2 0 669 0 0 0 3 0 0 717 0 0 4 0 0 0 25 0 5 0 0 0 0 2 94 CHAPTER 7. TESTING DISTANCE DERIVATION USING HIPPARCOS DATA • FTJ91 and LI80 results are very similar. However there are some discrepancies between both methods for some stars with low [c1] values, because LI80 classifies them as region 2 and FTJ91 as region 3 (as we could see in Fig.5.2). • Stars in region 2 according to HIC are the most difficult to classify. FTJ91 classify most of them to regions 1 or 3. From the 580 stars classified as region 2 by HIC and region 1 to FTJ91, 75% of them are A0 stars following HIC. On the other hand, almost 80% of the 374 stars classified as region 3 by FTJ91 are A2 or A3. Since the calibrations in these regions should be continuous this should not be a major issue. • For MB methods we avoid the missmatch of classification between regions 2 and others, since the method do not require previous classification. We will only have the error between regions 1 and 3 (in the gap). • As discussed in Sect.5.1 we will use the NC method. The region 1 stars missclassified as later group by this method are 1% while for FTJ91 are 0.5%. However we cannot check the missclassification in the opposite direction (later stars missclassified as region 1) because we do not have later stars in this sample. The main conclusion is that it is very difficult to classify between regions, and we will be always missclassifying some stars at the edges between two regions. Missclassification between consecutive regions should not be very important since the calibrations should be continuous. These will be avoided by the MB method. The most important missclassification, present in both MB and EC methods will be between early and late regions. 7.3 Distance methods We want to compare the photometric distances obtained using different methods with those provided by Hipparcos. But, since we want compare trigonometric and photometric distances, we should find the best way to do it. First, we have to take into account that we cannot di- rectly compare distances since a symmetric error in trigonometric parallax is converted into a non-symmetric error in distances (see Luri & Arenou (1997)). In Fig. 7.2 we compare both distances (in this case for the CR78 photometric distance). As can be seen, there is a systematic trend in the sense that the photometric distances are smaller than HPC distances. This is well understood with the following argument: assuming, for simplicity, that the absolute error in Hipparcos parallax is constant and equal to Δπ= 0.001, one star at 200 pc (π=0.005) will have an asymmetric 1σ error in distance between [166, 250] pc. This asymmetry in the method explains how the observed Hipparcos distances -affected by errors- are larger than the photomet- ric distances. The solution is then to compare directly the parallaxes, instead of the distances. As known, Hipparcos provided trigonometric parallaxes with their observed astrometric errors. Thus the error in the parallax (or the derived distance) do not depend on the parallax (or distance) itself. In contrast, when we work with photometric distances, the error in distance (or parallax) is depending of the distance (or parallax) itself. From Str¨omgren photometry we estimate a visual absolute magnitude with an error. This error then translate in a relative error in distance (or parallax). In Fig.7.3 we show an scheme of what we expect when comparing parallaxes: • The absolute error in trigonometric parallax is constant. 7.3. DISTANCE METHODS 95 Figure 7.2: Difference in distance vs distance. In this case, as an example, comparison for region 1 stars, using Crawford method and Hipparcos distances. • Since photometric distances (and parallaxes) have relative error, in absolute terms small distances have smaller errors that stars at larger distances. • The resulting error of the difference (πpho − πhpc) will be the convolution of the two errors (see black curve in Fig.7.3). • We have some stars with negative trigonometric parallaxes (less than 3% of the sample). • Photometric parallaxes are always positive. Although statistically one should expect some negative values for small parallax due to the error, we force all the photometric parallaxes to be positive. This creates a forbidden region below the line of 45◦(see dashed line in Fig.7.3), because the differences (πpho − πhpc) will be always larger than -πhpc.Allthe stars that statistically could have fallen below that line, are forced to lay on πpho − πhpc=- πhpc. This creates a visual bias in the plots (see Fig.7.4-left). However, when we look for the median of this differences this trend will be avoided, since the median will only take into account the value of the central point, ignoring the values for the other stars. This effect would have been important if we had computed the average, so this is the reason (in addition of the rejection of the outliers) to use the median. • It is better to plot the differences (πpho − πhpc) as a function of πhpc instead of πpho.The error in trigonometric parallax is constant along the horizontal axis, whereas the error in photometric parallax is not. • To do the final analysis we will avoid the stars with parallaxes smaller than πhpc <0”.003 (333pc). These more distant stars are fainter and will have larger errors in photometry. In addition they will be more affected by interstellar extinction. • In order to have a significant number of stars in each region, we will use a different limit for larger parallaxes. In region 1 we will avoid stars with πhpc >10 mas, in region 2 stars with πhpc >15 mas will be avoided, while the limit for region 3 will be πhpc =20 mas. 96 CHAPTER 7. TESTING DISTANCE DERIVATION USING HIPPARCOS DATA Figure 7.3: Scheme of the expected distribution of πphot − πhpc. • We will have other effects that will modify the expected results, like errors in the photom- etry, large Hβ values due to emission line stars, ... We can also study the differences in absolute magnitude MV , that is, try to minimize the differences in MV instead of parallax. This is equivalent to minimize the relative error in distance. And that implies that the further stars have less weight in final results. We can compute the MV from the photometry using the distance and the V magnitude like: MV = V − 5+5log(Dist) assuming null absorption (Hipparcos stars are very close), or using the excess provided by the method. We also expect that the distribution of excess E(b − y) should be close to zero, because of the assumed null absorption. 7.3.1 Empirical calibration methods (EC) This methods require previous classification in regions. We need to compare the distances for each of the regions individually, since there are different empirical calibrations in each case. We have here two options, using the region as provided by HIC, or compute it from the FTJ91 method (that for Hipparcos stars is equivalent to LI80 and NC). We can also use for each region, only the stars that are classified in the same region by the two methods (in that case, we are avoiding all the stars at the edges between two regions). From now on we will compare the three options, that we will call: • Classification from FTJ91 (F). It uses the Str¨omgren indexes for the classification. • Classification using HIC spectral type (H). • Only stars for which both classification match (HF). It is the safer classification, since we only take the star if it is classified in the proper region by both, the spectroscopic and photometric methods. The problem here is that we are removing all the stars at the edges between two regions, and we are removing the stars with some peculiar colors (or Teff ). As we can see in Table 7.2, FTJ91 method classifies more stars as region 1 (2657+580) than HIC (2657), so for that region, the HF method will be almost equivalent to H. On the other 7.3. DISTANCE METHODS 97 Figure 7.4: Difference in parallax vs Hipparcos parallax (left) and [c1] (right). From top to bottom, comparison of CR78, LI80 and BS84 with Hipparcos parallaxes. Region 1 stars selected by FTJ91. side, in region 2, we will find more stars following method H (580+617+374) than following F (617), so the intersection method HF will have equivalent results as the FTJ91 method. Finally, in region 3, F provides more stars (374+330) than H (330). Then, for each of the region we study each of the available methods. For region 1, we compare here the parallaxes obtained using Crawford (1978) (CR78), Craw- ford (1978) adding the Lindroos (1980) correction (LI80), and Balona & Shobbrook (1984) (BS84). Differences in parallax as a function of HPC parallax is in Fig.7.4. We plot the differ- ences as a function of the Hipparcos parallaxes and also as a function of the [c1] index, that in this case is indicating Teff or spectral type. We see in that figure that results from CR78 and BS84 are very similar, and gives results pretty close to zero, although there is a clear trend in [c1]. For stars classified as region 2 (A0-A3), their distances can be computed following one of these methods: Claria Olmedo (1974) (CL74), Grosbol (1978) (GR78), Hilditch et al. (1983) (HI83), and Moon & Dworetsky (1985) (MO85). We show the comparison with Hipparcos distances in Fig.7.5 as function of Hipparcos parallaxes and also the index a =1.36 · (b − y)+0.36 · m1+ 0.18 · c1 − 0.2448 to check the color dependence because it is used to calibrate temperature in this region. We see in this case a trend in distance, but no trend in Teff . And for region 3 stars we can only compare with the method from Crawford (1979) (CR79), as can be seen in Fig.7.6, where we plot the differences in parallaxes as a function of the Hipparcos parallax and also the Hβ index, that traces effective temperature in this region. In Tables 7.8, 7.9 and 7.10 we can see, for the three regions, the median of the differences in parallax between the photometric and the Hipparcos values. We also subdivide each of the 98 CHAPTER 7. TESTING DISTANCE DERIVATION USING HIPPARCOS DATA Figure 7.5: Difference in parallax vs Hipparcos parallax (left) and Hβ index (right). From top to bottom, comparison of CL74, GR78, HI83 and MO85 with Hipparcos parallaxes. Region 2 stars selected by HIC. 7.3. DISTANCE METHODS 99 Figure 7.6: Difference in parallax vs Hipparcos parallax (left) and Hβ (right). Region 3 stars selected by FTJ91. Table 7.7: Number of stars used to compute the median for each of the groups and tests shown in Tables 7.8, 7.9 and 7.10 region 1 region 2 region 3 F H HF F H HF F H HF All 1674 1334 1302 All 512 1261 474 All 663 313 279 [c1] <0.2 107 102 100 a<0.05 179 568 169 2.85 regions in some sub-regions using the color index ([c1], a,andHβ) to check whether there is a trend in spectral type. The same tables show the differences in absolute magnitudes MV computed from Hipparcos data and through the photometric methods. Table 7.7 shows the number of stars available in each region and sub-region. We can see that in region 1 and 3 there are more stars in case of F selection than H and HF. In these cases, spectral types that have larger differences in the number of stars are the ones closer to region 2 (0.8< [c1] for region 1 and 2.85