Joao˜ Gomes da Silva
E↵ects of stellar activity on the measurement of precise radial velocity
Departamento de F´ısica e Astronomia Faculdade de Cienciasˆ da Universidade do Porto Maio de 2014 Joao˜ Gomes da Silva
E↵ects of stellar activity on the measurement of precise radial velocity
Tese submetida `aFaculdade de Ciˆenciasda Universidade do Porto para obten¸c˜aodo grau de Doutor em Astronomia
Departamento de F´ısica e Astronomia Faculdade de Cienciasˆ da Universidade do Porto Maio de 2014 Acknowledgments
I would like to thank my supervisor, Nuno, the motivation, patience, guidance, and scientific expertise he shared with me, and for all the work he had to make this thesis a reality. I would also like to thank all my co-workers and staff at CAUP for helping me with the scientific and bureaucratic aspects of the PhD, but also for the fun we had in innumerable occasions during these last four years. And of course to all my friends and family.
This research was funded by Fundac¸ao˜ para a Cienciaˆ e Tecnologia, Portugal (grant ref- erence SFRH/BD/64722/2009) as well as by the European Research Council/European Community under the FP7 through Starting Grant agreement number 239953.
3 Abstract
The radial velocity (RV) method is one of the most prolific techniques in detecting and confirming extrasolar planets. However, due to its indirect nature, it is also sensitive to other sources of RV signals. One of the most important limiting factors of using the RV method to discover low-mass or long-period extrasolar planets is stellar activity. The phenomena that comprises activity is capable of inducing ”artificial” RV variations that will interfere with planetary detections, by adding noise to the data or producing periodic modulations that might be confused with the ones originating from the pull of planetary companions. These phenomena have a large range of timescales, from stellar oscillations and flares that can last for minutes, to magnetic cycles that last for decades. When searching for planets with various orbital periods, all these timescales need to be taken into account. Therefore, it is very important to understand the activity diagnostic tools and how activity interferes with the measured RV.
In this thesis my focus is on the long-term interference of activity on the measured RV signals and how to diagnose them. A large part of the work involved studying activity cycles of M dwarfs, due to their increasing importance in planetary searches, mainly because of their low-mass, which maximises the detection of planets by using methods such as RV or transits. I compared various activity indicators measured over timescales of years to try to understand how they relate to each other and select the most appropriate for these kind of stars. The flux in the Na i D lines was found to follow very well the activity measured by the Ca ii H & K lines. Furthermore their use is most appropriate for M dwarfs due to the higher signal-to-noise at the Na i D wavelengths. I also found that the flux in the Ca ii and H↵ lines is correlated for the highest activity stars but uncorrelated or anti-correlated for he most quiet M dwarfs. Indications that activity cycles are present in early-M dwarfs were also detected.
In a following study with one more year of extended data, the flux on the Na i lines was used to detect activity cycles and compare those variations with the simultaneous RV signals. This was done with the aim of finding correlations between activity and RV and
4 to understand to which order those cycles could be One of the results of this work was that around 2/3 of early-M dwarfs present long-term variability. This fraction of stars with long-term variability is comparable to that of FGK stars. However, only 19% of early-M dwarfs show the presence of activity cycles (cf. 60% for FGKs). This might be a signal ⇠ of departure from an ↵⌦-dynamo to an ↵2-dynamo were no activity cycles are expected. I also found that long term activity variations are capable of producing RV signals with 1 amplitudes that can reach the 5ms level. This is enough to hide the signal of a ⇠ low-mass planet or to simulate that of a long-period planet.
In the last part of this thesis I studied the long-term correlation between two of the most widely used optical activity indicators, the Ca ii H & K and the H↵ lines, for a sample of FGK stars. These two indices are known to have a wide range of correlations but this behaviour is not well studied. The correlations between these indices was found to be depend on the activity level of the stars (as was found also for M dwarfs) and the stellar metal content might be also having an effect on the correlations between these two activity indices.
5 Contents
Acknowledgments 3
Abstract 4
List of Tables 8
List of Figures 9
1 Introduction 10
1.1 Detecting exoplanets using radial velocity ...... 12
1.1.1 General properties of exoplanets ...... 13
1.1.2 The radial velocity method ...... 16
1.1.3 Limitations of the radial velocity method ...... 18
1.2 Stellar activity ...... 19
1.2.1 Stellar chromospheric activity ...... 20
1.2.2 Activity proxies ...... 25
1.2.3 Mean activity level of stars ...... 30
1.3 Stellar activity at different time scales and its influence on RV ...... 32
1.3.1 Oscillations and Granulation ...... 32
1.3.2 Rotationally modulated active regions ...... 36
1.3.3 Long-term activity: magnetic cycles ...... 38
6 1.4 Motivation ...... 43
2 Long-term magnetic activity of a sample of M-dwarf stars from the HARPS program I. Comparison of activity indices 45
3 Long-term magnetic activity of a sample of M-dwarf stars from the HARPS program II. Activity and radial velocity 63
4 On the long-term correlation between the flux in the Ca ii H & K and Halpha lines of FGK stars 89
5 Conclusions 108
5.1 Activity indices for M dwarfs ...... 108
5.2 Long-term activity variability and cycles of M dwarfs ...... 110
5.3 Influence of long-term activity on the RV of M dwarfs ...... 111
5.4 The long-term correlation between Ca II and Halpha for FGK stars . . . 112
5.5 Future prospects and things to be done ...... 113
5.5.1 Activity cycles in M dwarfs ...... 114
5.5.2 Activity indices ...... 115
References 116
7 List of Tables
1.1 Stellar activity at different timescales and correction of RV...... 33
8 List of Figures
1.1 Mass distribution of close-in, low-mass planets ...... 14
1.2 Radius distribution of low-mass planets ...... 15
1.3 Solar flare ...... 21
1.4 Temperature structure of the solar chromosphere ...... 23
1.5 RV induced by stellar oscillations ...... 34
1.6 Effect of granulation on line bisector ...... 35
1.7 Effect of spots on line profile and RV ...... 37
1.8 The Sun’s butterfly diagram and average sunspot area ...... 39
1.9 MWO long-term activity classification ...... 40
1.10 Long-term correlations between RV and activity proxies ...... 42
9 Chapter 1
Introduction
During the last 15 years, astronomers have been discovering dozens of planets orbiting other stars. This quest is, however, not an easy task. The difficulty of detecting extra- solar planets arises from the fact that most of the optical radiation coming from a planet is simply reflected starlight. Because of this, exoplanets will be billions of times fainter than their host stars. And since they generally orbit at extremely small angular separations, their direct detection is incredibly hard. One way to circumvent this problem is to use indirect methods such as detecting the dynamical perturbations provoked in the host star by a planetary companion.
Several indirect methods exists now that are able to detect these small bodies in other stellar systems. The most successful to date are the radial velocity (RV) method, one of the focus of this thesis, which measures the line-of-sight velocity of star as it moves around of the star-planet centre of mass (e.g. Mayor & Queloz 1995), and transit pho- tometry which detects the shallow brightness decrease of a star as a planet passes in front of its disk (e.g. Henry et al. 1999; Charbonneau et al. 2000). Other indirect methods currently in use include astrometry, which measures the apparent movements of the parent star by measuring it’s position with time (e.g. Benedict et al. 2006), gravitational microlensing events, which detects the huge jump in the brightness of a planet as a lens star passes in front of its host star (this method is however not easily repeatable) (e.g. Bond et al. 2004). Transit timing variations, which measure the variations in the transit time of a planet produced by another perturbing body (e.g. Ballard et al. 2011), is recent new method for confirming or detecting exoplanets. Another example of an indirect planet search technique is pulsar timing, which measures the tiny anomalies in the timing of its observed radio pulses and can be used to track the pulsar’s motion, and therefore to detect a perturbing companion (e.g. Wolszczan & Frail 1992). This last
10 CHAPTER 1. INTRODUCTION 11 one was the technique that first detected planet mass objects outside the solar system Wolszczan & Frail (1992).
Due to the indirect nature of these methods, they will become sensitive to other sources of signals, similar to the ones they are supposed to detect, which can be produced by the parent star. In this thesis I am more concerned with the RV method. Activity perturbations in the stellar atmosphere, stellar oscillations, surface granulation, and magnetic activity cycles, can all perturb the observed RV to different scales in terms of time and amplitude. These effects might make the detection of exoplanets extremely difficult, by hiding their signal in the stellar noise or by producing periodic signals that can be confused with the ones of real orbiting planets (e.g. Queloz et al. 2001).
The study of these stellar activity sources of noise is the main aim of this thesis, in particular the long-term activity variations of solar-type stars and M dwarfs and the way they influence a star’s RV. A first step in the understanding of how activity affects RV is to first know how to interpret the activity diagnostics. Different activity indicators will trace different activity phenomena, which will affect the RV in different ways. And by understanding precisely which are the effects of each activity phenomena and how to correct them, a higher RV precision might be attained. If the true RV signals of real planets can be effectively disentangled from stellar RV noise, then the path is open for first detection of an Earth twin.
The organisation of this thesis is the following. I start by introducing the topic of ex- trasolar planet search using the radial velocity method in section 1.1 where I give a brief summary of the occurrence and main properties of the exoplanets detected so far (sect. 1.1.1), then describe the fundamentals of the method (sect. 1.1.2) and its main limitations (sect. 1.1.3). I then move to the subject of stellar activity in section 1.2. Here I discuss what is stellar activity, a chromosphere, and what produces them, what stars have activity and chromospheres and why stellar activity is important for exoplanet research (sect. 1.2.1). I also describe the distribution of the activity levels of stars, the connection between mean activity level and other stellar parameters and the influence of activity on RV in general terms (sect. 1.2.3). Then I move to the field of activity detection, where I give a small description of the most common activity diagnostics in use (sect. 1.2.2). Finally, I go through all the timescales of the different activity phenomena, how they affect RV and describe some ways to correct or minimise their effects (sect. 1.3). The motivation of this thesis is presented in the end of this chapter (sect. 1.4). In chapters 2, 3, and 4, I present the results of this work in the form of three peer-reviewed papers. Finally, in chapter 5 I conclude by discussing the results of this thesis and giving some future prospects. CHAPTER 1. INTRODUCTION 12
1.1 Detecting exoplanets using radial velocity
The first confirmed planet orbiting another solar-type1 star was the famous 51 Peg b discovered by Mayor & Queloz (1995). It is a giant planet with a mass of 0.47 MJ and orbiting extremely close to its parent star, with an orbital period of just 4.2 days. Other two massive planets were rapidly announced in the same year following this first discovery (Marcy & Butler 1996; Butler & Marcy 1996). This realisation that planets orbiting other stars existed accelerated this new field in astronomy and the discovery of planets in other stellar systems has now become routine.
To date, 531 planets were confirmed via the radial velocity method (also known as Doppler spectroscopy). This includes 399 planetary systems where 93 are multiple- planet systems2. The first discovered planets were very massive and orbiting their parent stars on short period orbits. Jupiter mass planets in close orbits or very eccentric planets were not expected configurations from theories of giant-planet formation based on the only stellar system that we had known for millennia (Pollack et al. 1996). Differ- ent theories have appeared which explained these new configurations, as for example that massive exoplanets are formed far from the star and then migrate to their current positions (e.g. Lin et al. 1996; Trilling et al. 2002). However, more recently, giant planets much more similar to the solar system giants (e.g. Wright et al. 2008; Boisse et al. 2012) along with smaller mass planets with sizes closer to that of rocky planets have been detected (e.g. Udry et al. 2007; Mayor et al. 2009; Dumusque et al. 2012). This was a result of improved spectrograph precision (for example, HARPS3 can now reach 1 below 1 m s precision, Pepe et al. 2005), observational strategies capable of removing RV noise caused by stellar oscillations (Santos et al. 2004; Dumusque et al. 2011b), and increased timespan of observations which will enable the easier detection of lower- amplitude signals immersed in noise or add enough data to detect the long-period planets.
1 The first extrasolar planet detected by the radial velocity method was a 1.7 MJ mass planet with a period of 2.7 yr around Cep announced by Campbell et al. (1988). However, this planet would need to wait almost two decades before being confirmed (Hatzes et al. 2003). 2From http://exoplanet.eu/, (Schneider et al. 2011). 3HARPS (High Accuracy Radial velocity Planet Searcher, Mayor et al. 2003) is a high-resolution spectrograph mounted on the 3.6-m ESO telescope at La Silla Observatory in Chile. CHAPTER 1. INTRODUCTION 13
1.1.1 General properties of exoplanets
Since the focus of this thesis is on planet detection (by studying the limiting factors), I will describe very briefly some of the basic properties and planet occurrence rates obtained from some important planet search surveys.
Close-in, low-mass planets Contrarily to what can be found in our solar system, planets of intermediate sizes between Earth and Neptune are very common in other stellar systems. They also appear to outnumber the larger sized planets at close-in orbits (Howard et al. 2010; Mayor et al. 2011).
The results from the Eta-Earth RV Survey (166 G and K-type stars) shown that 15% of Sun-like stars host at least one low mass planet with M sin i = 3-30 MEarth in orbits closer than 0.25 AU (P < 50 days) and that, by extrapolation of the power law fitted to their data, another 14% of stars host planets with M sin i = 1-3 MEarth (Howard et al. 2010).
On it’s hand, the HARPS RV survey of 376 FGK stars shown that more than 50% of the solar-type stars harbour at least one planet of any mass at short orbital distances with P < 100 days (Mayor et al. 2011). For the case of low-mass planets, this survey found that the mass distribution of super-Earths and Neptune-mass planets (with P < 50 days) strongly increases between 30 and 15 MEarth. The orbital eccentricities of these type of planets are generally low, with e values lower than 0.45. No correlation between the occurrence rate and host star metallicity was detected. In this survey, it was also demonstrated that low-mass planets are normally found in multi-planet systems with 2-4 small planets with orbital periods of weeks or months.
These two surveys showed that the occurrence of low-mass and close-in planets in- creases with decreasing mass (see e.g. Fig. 1.1).
The Kepler transit survey increased the number of detected low-mass candidate planets to the thousands. As can be observed in Fig. 1.2, the distribution of planetary sizes follows a similar pattern as the mass distribution where the frequency o planets rises with decreasing planetary radii (Howard et al. 2012; Petigura et al. 2013; Fressin et al. 2013). However, the increase in occurrence with decreasing radii stagnates at 2.8 ⇠ REarth and becomes roughly constant for smaller radii (Petigura et al. 2013). This means that it is as common to find an Earth-sized planet within 0.25 AU as to find a Super- Earth with twice the Earth’s size. As was found for the mass distribution, the smaller- size planets detected by Kepler appear to have less eccentricity than larger planets CHAPTER 1. INTRODUCTION 14
Figure 1.1: Mass distribution of close-in, low-mass planets with periods P < 50 days. Black line is the observed histogram and red line the equivalent histogram after correction for the detection bias. From Mayor et al. (2011).
(Plavchan et al. 2012). An interpretation of this can be that these planets suffer reduced dynamical interactions (Howard 2013). Twenty three percent of the Kepler stars host two or more transiting planets (Burke et al. 2013).
Regarding low-mass planets orbiting M-dwarfs, the HARPS M-dwarf survey found that super-Earths (M sin i = 1–10 MEarth) are relatively common around these stars (Bonfils et al. 2013). Around 36% of M-dwarfs host a super-Earth with an orbital period between 1 and 10 days, while 52% host a super-Earth with a period between 10 and 100 days.
Gas giant planets These planets are the easiest to detect, both by the radial velocity method and the transit technique. Observations taken at the Keck Observatory have shown that 10.5% of G and K-type stars host at least one giant planet with masses between 0.3 and 10 M in orbital periods in the range 2-2000 days ( 0.03-3 AU) and Jupiter ⇠ that the occurrence rate of giant planets increases with increasing orbital distance and decreasing mass (Cumming et al. 2008). By extrapolation of the giant planet distribution, 17-20% of the solar-type stars harbour giant planets orbiting within 20 AU (P 90 yrs, ⇠ CHAPTER 1. INTRODUCTION 15
Figure 1.2: Radius distribution of low-mass planets. The red line is the power law fitted to the histogram. From Howard et al. (2012).
Cumming et al. 2008). This is consistent with the detection of giant planets at longer distances than 2 AU by microlensing surveys (Gould et al. 2010). ⇠ The HARPS survey found similar results. About 18% of solar-type stars have a planetary companion more massive than 50 MEarth on an orbit with a period shorter than 10 years and the occurrence rate of giant planets grows with the logarithm of the period. They also found cases of orbital eccentricities of gas giants higher than e = 0.9 (Mayor et al. 2011).
There is a tendency for orbital distances of giant planets to be larger than 1 AU however ⇠ there is also a small pile-up at very short distances from the stars, near 0.05 AU, the so ⇠ called ”hot Jupiters” (see e.g. Udry et al. 2003; Howard 2013). These two populations of giant planets are thought to be the result of different migration scenarios acting during the planet’s evolution (see e.g. Udry et al. 2003). For the case of multi-planet systems, the orbital distribution is more homogeneous: there is no pile-up of hot Jupiters and now increase of occurrence with increasing distance after 1AU. ⇠ The giant planet eccentricity is different between single-planet and multi-planet systems: single planets show higher eccentricity rates than the planets in multi-planet systems (e.g. Howard 2013). This can be a result of planet-planet scattering processes in action as shown by Chatterjee et al. (2008). CHAPTER 1. INTRODUCTION 16
The frequency of hot Jupiters (giant planets with P 10 days) is not as high as for other types of planets. The California Planet Survey from the Lick and Keck planet searches estimated that only 1.2% 0.38% of Sun-like stars host such a planet (Wright et al. ± 2012). A similar occurrence rate of 0.9% for hot Jupiters with M 50 M and P 11 Earth days was also found by the HARPS survey (Mayor et al. 2011). Contrarily to close- in low-mass planets, hot Jupiters are not commonly found in multiple-systems (Steffen et al. 2012). There is also a tendency for low eccentricity among these planets due to tidal circularization (Marcy et al. 2005).
The HARPS M-dwarf survey also found low occurrence rates for giant planets orbiting these small stars (Bonfils et al. 2013). For orbital periods between 1 and 10 days, this survey estimated that less than 1% of M-dwarfs host a planetary companion with a mass between 100 and 1000 MEarths, which is an occurrence rate comparable with that of the hot Jupiters for FGK stars. For longer periods, between 10 and 100 days, this frequency increases to around 2%.
1.1.2 The radial velocity method
A very significant part of the exoplanets discovered until now, were detected by the radial velocity (RV) method (also known as Doppler spectroscopy). This technique measures the movements of a star when pulled by an orbiting companion. These movements will produce a periodic variation in the wavelength of the stellar spectrum (the Doppler effect) which are due to the change in direction of the radial velocity of the star. This variation in wavelength is related to the RV of the star vie the Doppler Effect equation: