AGB variables and the Mira period–luminosity relation

Published data for large-amplitude asymptotic giant branch variables in the Large Magellanic Cloud (LMC) are re-analysed to establish the constants for an infrared ( K ) period–luminosity relation of the form   M _K =ρ[log  P − 2.38]+δ  . A slope of  ρ=−3.51 ± 0.20  and a zero-point of  δ=−7.15 ± 0.06  are found for oxygen-rich Miras (if a distance modulus of 18.39 ± 0.05 is used for the LMC). Assuming this slope is applicable to Galactic Miras we discuss the zero-point for these stars using the revised Hipparcos parallaxes together with published very long baseline interferometry (VLBI) parallaxes for OH masers and Miras in globular clusters. These result in a mean zero-point of  δ=−7.25 ± 0.07  for O-rich Galactic Miras. The zero-point for Miras in the Galactic bulge is not significantly different from this value.
Carbon-rich stars are also discussed and provide results that are consistent with the above numbers, but with higher uncertainties. Within the uncertainties there is no evidence for a significant difference between the period–luminosity relation zero-points for systems with different metallicity.     

Period–luminosity relations for type II Cepheids and their application

JHK _s magnitudes corrected to mean intensity are estimated for Large Magellanic Cloud (LMC) type II Cepheids in the OGLE-III survey the third phase of the Optical Gravitational Lensing Experiment (OGLE). Period–luminosity (PL) relations are derived in JHK _s as well as in a reddening-free VI parameter. Within the uncertainties, the BL Her stars  ( P < 4 d)  and the W Vir stars (   P = 4  to 20 d) are colinear in these PL relations. The slopes of the infrared relations agree with those found previously for type II Cepheids in globular clusters within the uncertainties. Using the pulsation parallaxes of V553 Cen and SW Tau, the data lead to an LMC modulus uncorrected for any metallicity effects of  18.46 ± 0.10  mag. The type II Cepheids in the second-parameter globular cluster, NGC 6441, show a PL( VI ) relation of the same slope as that in the LMC, and this leads to a cluster distance modulus of  15.46 ± 0.11  mag, confirming the hypothesis that the RR Lyrae variables in this cluster are overluminous for their metallicity. It is suggested that the Galactic variable κ Pavonis is a member of the peculiar W Vir class found by the OGLE-III group in the LMC. Low-resolution spectra of OGLE-III type II Cepheids with   P > 20  d (RV Tau stars) show that a high proportion have TiO bands; only one has been found showing C₂. The LMC RV Tau stars, as a group, are not colinear with the shorter period type II Cepheids in the infrared PL relations in marked contrast to such stars in globular clusters. Other differences between LMC, globular cluster and Galactic field type II Cepheids are noted in period distribution and infrared colours.     

Hipparcos parallaxes for Mira-like long-period variables

This paper concerns the calibration of the K period–luminosity relation for Mira variables using Hipparcos parallaxes. K magnitudes are available for 255 Mira-like variables which were observed by Hipparcos . Period–luminosity zero-points are evaluated for various subgroups of data. The best solution for oxygen-rich Miras, which uses 180 stars, omitting the short-period red group (which had different kinematics from the short-period blue stars) and the low-amplitude variables, provides a zero-point of     which implies a distance modulus for the Large Magellanic Cloud of     or perhaps slightly greater if a metallicity correction is required, in good agreement with the value derived from Cepheids. The zero-point of the period–luminosity relation for carbon stars is briefly discussed.
Linear diameters are derived for red variables with measured angular diameters and parallaxes, and are used to examine the long-standing question of the pulsation mode(s) of these stars. Evidence is presented to suggest that most of them are pulsating in the same mode and, if published model atmospheres are correct, this is probably the first overtone. Some discussion is given of sequences in the period–luminosity and period–colour diagrams and their bearing on the pulsation mode problem.     

The absolute magnitudes of Cepheids and the extragalacticdistance scale

It is pointed out that a Cepheid period–luminosity relation with a zero-point from Hipparcos trigonometrical parallaxes and a consistent reddening system zero-point implies that some recent estimates of H ₀ based on the Cepheid scale should be increased by ∼8 per cent. This result avoids using the distance to the Large Magellanic Cloud (LMC) as an intermediary point but is not significantly different from the result obtained by Feast & Catchpole via the LMC. A number of other issues are discussed, including metallicity effects on Cepheid distances and reddenings, and the age of metal-poor globular clusters.     

The Lutz–Kelker bias in trigonometric parallaxes

The theoretical prediction that trigonometric parallaxes suffer from a statistical effect has become topical again now that the results of the Hipparcos satellite have become available. This statistical effect, the so-called Lutz–Kelker bias, causes observed parallaxes to be too large. This has the implication that inferred distances, and hence inferred luminosities are too small. Published analytic calculations of the Lutz–Kelker bias indicate that the inferred luminosity of an object is, on average, 30 per cent too small when the error in the parallax is only 17.5 per cent. Yet, this bias has never been determined empirically. In this paper we investigate whether there is such a bias by comparing ground-based measurements with the best Hipparcos parallaxes. We find that there is indeed a large bias with an average and scatter comparable to predictions. We propose a simple method to correct for the LK bias, and apply it successfully to a subsample of our stars. We then analyse the sample of the 26 'best' Cepheids used by Feast & Catchpole to derive the zero-point of the period–luminosity relation. The final result is based on the 20 fundamental mode pulsators and leads to a distance modulus to the Large Magellanic Cloud — based on Cepheid parallaxes — of 18.56 ± 0.08, consistent with previous estimates.     

Mode switching in the nearby Mira-like variable R Doradus

We discuss visual observations spanning nearly 70 years of the nearby semiregular variable R Doradus. Using wavelet analysis, we show that the star switches back and forth between two pulsation modes having periods of 332 d and about 175 d, the latter with much smaller amplitude. Comparison with model calculations suggests that the two modes are the first and third radial overtone, with the physical diameter of the star making fundamental-mode pulsation unlikely. The mode changes occur on a time-scale of about 1000 d, which is too rapid to be related to a change in the overall thermal structure of the star and may instead be related to weak chaos.   The Hipparcos distance to R Dor is 62.4 ± 2.8 pc which, taken with its dominant 332-d period, places it exactly on the period–luminosity (P–L) relation of Miras in the Large Magellanic Cloud. Our results imply first-overtone pulsation for all Miras which fall on the P–L relation. We argue that semiregular variables with long periods may largely be a subset of Miras and should be included in studies of Mira behaviour. The semiregulars may contain the immediate evolutionary Mira progenitors, or stars may alternate between periods of semiregular and Mira behaviour.     

The absolute magnitude of field metal-poor horizontal branch stars

Hipparcos satellite parallaxes for 22 metal-poor field horizontal branch stars with V ₀<9 are used to derive their absolute magnitude. The weighted mean value is M_V =+0.69±0.10 for an average metallicity of [Fe/H]=−1.41; a somewhat brighter average magnitude of M_V =+0.60±0.12 for an average metallicity of [Fe/H]=−1.51 is obtained by eliminating HD 17072, which might be on the first ascent of the giant branch rather than on the horizontal branch. The present values agree with the determinations based on proper motions and application of the Baade–Wesselink method to field RR Lyraes; they are 0.1–0.2 mag fainter than those based on calibration of cluster distances obtained by using local subdwarfs and on alternative distance calibrators for the Large Magellanic Cloud (LMC). The possibility that there is a real difference between the luminosity of the horizontal branch for clusters and the field is briefly commented on.     

The distance to Galactic globular clusters through RR Lyrae pulsational properties

By adopting the same approach outlined by De Santis & Cassisi, we evaluate the absolute bolometric magnitude of the zero-age horizontal branch (ZAHB) at the level of the RR Lyrae variable instability strip in selected Galactic globular clusters. This allows us to estimate the ZAHB absolute visual magnitude for these clusters and to investigate its dependence on the cluster metallicity. The derived M _V (ZAHB)–[Fe/H] relation, corrected in order to account for the luminosity difference between the ZAHB and the mean RR Lyrae magnitude, has been compared with some of the most recent empirical determinations in this field, such as the one provided by Baade–Wesselink analyses, RR Lyrae periods, Hipparcos data for field variables and main-sequence fitting based on Hipparcos parallaxes for field subdwarfs. As a result, our relation provides a clear support to the 'long' distance scale. We discuss also another method for measuring the distance to Galactic globular clusters. This method is quite similar to the one adopted for estimating the absolute bolometric magnitude of the ZAHB but it relies only on the pulsational properties of the Lyrae variables in each cluster. The reliability and accuracy of this method have been tested by applying it to a sample of globular clusters for which, owing to the morphology of their horizontal branch (HB), the use of the commonly adopted ZAHB fitting is a risky procedure. We notice that the two approaches for deriving the cluster distance modulus provide consistent results when applied to globular clusters, the RR Lyrae instability strip is well populated. As the adopted method relies on theoretical predictions on both the fundamental pulsational equation and the allowed mass range for fundamental pulsators, we give an estimate of the error affecting present results, owing to systematic uncertainties in the adopted theoretical framework.     

Pulsational MV versus [Fe/H] relation(s) for globular cluster RR Lyrae variables

We use the results from recent computations of updated non-linear convective pulsating models to constrain the distance modulus of Galactic globular clusters through the observed periods of first-overtone (RR _c ) pulsators. The resulting relation between the mean absolute magnitude of RR Lyrae stars 〈 M _V (RR)〉 and the heavy element content [Fe/H] appears well in the range of several previous empirical calibrations, but with a non-linear dependence on [Fe/H] so that the slope of the relation increases when moving towards larger metallicities. On this ground, our results suggest that metal-poor ([Fe/H]<−1.5) and metal-rich ([Fe/H]>−1.5) variables follow two different linear 〈 M _V (RR)〉−[Fe/H] relations. Application to RR Lyrae stars in the metal-poor globular clusters of the Large Magellanic Cloud (LMC) provides an LMC distance modulus of the order of 18.6 mag, thus supporting the 'long' distance scale. The comparison with recent predictions based on updated stellar evolution theory is briefly presented and discussed.     

Hipparcos absolute magnitudes for metal-rich K giants and the calibration of DDO photometry

Parallaxes for 581 bright K giants have been determined using the Hipparcos satellite. We combine the trigonometric parallaxes with ground-based photometric data to determine the K giant absolute magnitudes. For all these giants, absolute magnitude estimates can also be made using the intermediate-band photometric David Dunlop Observatory (DDO) system. We compare the DDO absolute magnitudes with the very accurate Hipparcos absolute magnitudes, finding various systematic offsets in the DDO system. These systematic effects can be corrected, and we provide a new calibration of the DDO system allowing absolute magnitude to be determined with an accuracy of 0.35 mag in the range 2 >  M _v  > −1. The new calibration performs well when tested on K giants with DDO photometry in a selection of low-reddening open clusters with well-measured distance moduli.     

Carbon-rich Mira variables: kinematics and absolute magnitudes

The kinematics of Galactic C-Miras are discussed on the basis of the bolometric magnitudes and radial velocities of Papers I and II of this series. Differential Galactic rotation is used to derive a zero-point for the bolometric period–luminosity relation which is in satisfactory agreement with that inferred from the Large Magellanic Cloud (LMC) C-Miras. We find for the Galactic Miras,   M _bol=−2.54 log  P + 2.06(±0.24)  , where the slope is taken from the LMC. The mean velocity dispersion, together with the data of Nordström et al. and the Padova models, leads to a mean age for our sample of C-Miras of  1.8 ± 0.4 Gyr  and a mean initial mass of  1.8 ± 0.2 M_⊙  . Evidence for a variation of velocity dispersion with period is found, indicating a dependence of period on age and initial mass, the longer period stars being younger. We discuss the relation between the O- and C-Miras and also their relative numbers in different systems.     

Cepheid parallaxes and the Hubble constant

Revised Hipparcos parallaxes for classical Cepheids are analysed together with 10 Hubble Space Telescope ( HST )-based parallaxes. In a reddening-free V , I relation we find that the coefficient of log  P is the same within the uncertainties in our Galaxy as in the Large Magellanic Cloud (LMC), contrary to some previous suggestions. Cepheids in the inner region of NGC 4258 with near solar metallicities confirm this result. We obtain a zero-point for the reddening-free relation and apply it to the Cepheids in galaxies used by Sandage et al. to calibrate the absolute magnitudes of Type Ia supernova (SNIa) and to derive the Hubble constant. We revise their result for H ₀ from 62 to 70 ± 5 km s⁻¹ Mpc⁻¹. The Freedman et al. value is revised from 72 to 76 ± 8 km s⁻¹ Mpc⁻¹. These results are insensitive to Cepheid metallicity corrections. The Cepheids in the inner region of NGC 4258 yield a modulus of 29.22 ± 0.03 (int.) compared with a maser-based modulus of 29.29 ± 0.15. Distance moduli for the LMC, uncorrected for any metallicity effects, are 18.52 ± 0.03 from a reddening-free relation in V , I ; 18.47 ± 0.03 from a period–luminosity relation at K ; 18.45 ± 0.04 from a period–luminosity–colour relation in J , K . Adopting a metallicity correction in V , I from Macri et al. leads to a true LMC modulus of 18.39 ± 0.05.     

Cluster AgeS Experiment (CASE): RR Lyrae stars from the globular cluster ω Centauri as standard candles

New photometry of RRab and RRc stars in ω Centauri is used to calibrate their absolute magnitudes M_V as a function of (a) metallicity and (b) the Fourier parameters of light curves in the V band. The zero point of both calibrations relies on the distance modulus to the cluster derived earlier by the Cluster AgeS Experiment (CASE) project based on observations of the detached eclipsing binary OGLE GC17. For RRab variables, we obtained a relation of   M_V = (0.26 ± 0.08)[ Fe/H ] + (0.91 ± 0.13)  . A dereddened distance modulus to the Large Magellanic Cloud (LMC) based on that formula is  μ₀= 18.56 ± 0.14 mag  . The second calibration of M_V , which is based on Fourier coefficients of decomposed light curves, results in the LMC distance of  μ₀= 18.51 ± 0.07 mag  .     

Harmonizing the RR Lyrae and clump distance scales – stretching the short distance scale to intermediate ranges?

I explore the consequences of making the RR Lyrae and clump giant distance scales consistent in the solar neighbourhood, Galactic bulge and Large Magellanic Cloud (LMC). I employ two major assumptions: (i) that the absolute magnitude–metallicity, M _V (RR)–[Fe/H], relation for RR Lyrae stars is universal, and (ii) that absolute I magnitudes of clump giants, M _I (RC), in Baade's Window are known (e.g. can be inferred from the local Hipparcos -based calibration or theoretical modelling). A comparison between the solar neighbourhood and Baade's Window sets M _V (RR) at [Fe/H]=−1.6 in the range (0.59±0.05, 0.70±0.05), somewhat brighter than the statistical parallax solution. More luminous RR Lyrae stars imply younger globular clusters, which would be in better agreement with the conclusions from the currently favoured stellar evolution and cosmological models. A comparison between Baade's Window and the LMC sets M ^LMC(RC) _I in the range (−0.33±0.09,−0.53±0.09). The distance modulus to the LMC is μ ^LMC∈(18.24±0.08,18.44±0.07). Unlike M ^LMC(RC) _I , this range in μ ^LMC does not depend on the adopted value of the dereddened LMC clump magnitude, I ^LMC(RC)₀. I argue that the currently available information is insufficient to select the correct distance scale with high confidence.     

A near-infrared survey of Miras and the distance to the Galactic Centre

We report the results of a near-infrared survey for long-period variables in a field of view of 20× 30 arcmin² towards the Galactic Centre (GC). We have detected 1364 variables, of which 348 are identified with those reported in Glass et al. We present a catalogue and photometric measurements for the detected variables and discuss their nature. We also establish a method for the simultaneous estimation of distances and extinctions using the period–luminosity relations for the JHK _s bands. Our method is applicable to Miras with periods in the range 100–350 d and mean magnitudes available in two or more filter bands. While J band means are often unavailable for our objects because of the large extinction, we estimated distances and extinctions for 143 Miras whose H - and   K _s  -band mean magnitudes are obtained. We find that most are located at the same distance to within our accuracy. Assuming that the barycentre of these Miras corresponds to the GC, we estimate its distance modulus to be  14.58 ± 0.02 (stat.) ± 0.11 (syst.) mag  , corresponding to  8.24 ± 0.08 (stat.) ± 0.42 (syst.) kpc  . We have assumed the distance modulus to the Large Magellanic Cloud to be 18.45 mag, and the uncertainty in this quantity is included in the above systematic error. We also discuss the large and highly variable extinction. Its value ranges from 1.5 mag to larger than 4 mag in     except towards the thicker dark nebulae and it varies in a complicated way with the line of sight. We have identified mid-infrared counterparts in the Spitzer /IRAC catalogue of Ramírez et al. for most of our variables and find that they follow rather narrow period–luminosity relations in the 3.6–8.0 μm wavelength range.     

The period–luminosity relation for type II Cepheids in globular clusters

We report the result of our near-infrared observations ( JHK _s) for type II Cepheids (including possible RV Tau stars) in galactic globular clusters. We detected variations of 46 variables in 26 clusters (10 new discoveries in seven clusters) and present their light curves. Their periods range from 1.2 d to over 80 d. They show a well-defined period–luminosity relation at each wavelength. Two type II Cepheids in NGC 6441 also obey the relation if we assume the horizontal branch stars in NGC 6441 are as bright as those in metal-poor globular clusters in spite of the high metallicity of the cluster. This result supports the high luminosity which has been suggested for the RR Lyr variables in this cluster. The period–luminosity relation can be reproduced using the pulsation equation     assuming that all the stars have the same mass. Cluster RR Lyr variables were found to lie on an extrapolation of the period–luminosity relation. These results provide important constraints on the parameters of the variable stars.
Using Two Micron All-Sky Survey (2MASS) data, we show that the type II Cepheids in the Large Magellanic Cloud (LMC) fit our period–luminosity relation within the expected scatter at the shorter periods. However, at long periods (   P > 40  d, i.e. in the RV Tau star range) the LMC field variables are brighter by about one magnitude than those of similar periods in galactic globular clusters. The long-period cluster stars also differ from both these LMC stars and galactic field RV Tau stars in a colour–colour diagram. The reasons for these differences are discussed.     

A theoretical analysis of the systematic errors in the red clump distance to the Large Magellanic Cloud (LMC)

We present a detailed analysis of the uncertainty on the theoretical population corrections to the Large Magellanic Cloud (LMC) red clump (RC) absolute magnitude, by employing a population synthesis algorithm to simulate theoretically the photometric and spectroscopic properties of RC stars, under various assumptions concerning the LMC star formation rate (SFR) and age–metallicity relationship (AMR). A comparison of the outcome of our simulations with observations of evolved low- to intermediate-mass stars in the LMC allows one to select the combinations of SFR and AMR that bracket the real LMC star formation history, and to estimate the systematic error on the associated RC population corrections.
The most accurate estimate of the LMC distance modulus from the RC method (adopting the OGLE-II reddening maps for the LMC) is obtained from the K -band magnitude, and provides  ( m − M )_0,LMC= 18.47 ± 0.01(random)^+0.05_−0.06(systematic)  . Distances obtained from the I band, or from the multicolour RC technique which determines at the same time reddening and distance, both agree (albeit with a slightly larger error bar) with this value.     

On the existence of differences in luminosity between horizontal branch stars in globular clusters and in the field

The discrepancy between a long distance-scale derived from Hipparcos -based distances to globular clusters via main-sequence fitting to local subdwarfs, and a short distance-scale derived from the absolute magnitude of field RR Lyraes via statistical parallaxes and the Baade–Wesselink method could be accounted for whether an intrinsic difference of about ∼0.1–0.2 mag was found to exist between horizontal branch (HB) stars populating the sparse general field and the dense globular clusters. In this paper we discuss the possible existence of such a systematic difference comparing the period-shifts observed for field and cluster RR Lyraes. Various approaches based on different parameters and data sets for both cluster and field variables were used in order to establish the size of such a hypothetical difference, if any. We find that on the whole very small not significant differences exist between the period–metallicity distributions of field and cluster RR Lyraes, thus confirming with a more quantitative approach, the qualitative conclusions by Catelan . This observational evidence translates into a very small difference between the horizontal branch luminosity of field and cluster stars, unless RR Lyraes in globular clusters are about 0.06 M_⊙ more massive than field RR Lyraes at same metallicity, which is to be proven.     

Period–luminosity relations for red supergiant variables – I.The calibration

We present CCD photometry of red supergiant long-period variables (LPVs) in the Per OB1 association, the Large Magellanic Cloud (LMC) and M33. The photometry was obtained in the Kron–Cousins R and I bandpasses and in a narrow bandpass ( λ ₀=8250 Å, FWHM=300 Å) chosen to avoid TiO bands in the spectral energy distribution of the LPVs. Because the strength of the TiO bands varies greatly with temperature, which varies with the phase of an LPV, avoiding TiO reduces the amplitude of the photometric variations seen in LPVs. The result is a lower dispersion and a well defined period–luminosity (PL) relation.
For the LMC sample we find an rms dispersion of 0.27 mag in the narrow-band PL relation and slightly larger dispersions for the LPVs in Per OB1 and M33. This dispersion is comparable to that of the Cepheid PL relation at similar wavelengths. Adopting a distance modulus of 18.5±0.1 mag for the LMC, we obtain distance moduli of 11.68±0.15 mag for Per OB1 and 24.85±0.13 mag for M33. These distances agree well with those based on main sequence fitting for Per OB1 and the Cepheid distance for M33. Since LPVs are ∼ 5 times more common than Cepheids and have a well defined PL relation, LPVs provide a promising method for estimating Galactic and extra galactic distances.     

Period–colour and amplitude–colour relations in classical Cepheid variables – IV. The multiphase relations

The superb phase resolution and quality of the Optical Gravitational Lensing Experiment (OGLE) data on the Large Magellanic Cloud (LMC) and Small Magellanic Cloud (SMC) Cepheids, together with existing data on Galactic Cepheids, are combined to study the period–colour (PC) and amplitude–colour (AC) relations as a function of pulsation phase. Our results confirm earlier work that the LMC PC relation (at mean light) is more consistent with two lines of differing slopes, separated at a period of 10 d. However, our multiphase PC relations reveal much new structure which can potentially increase our understanding of Cepheid variables. These multiphase PC relations provide insight into why the Galactic PC relation is linear but the LMC PC relation is non-linear. This is because the LMC PC relation is shallower for short  (log  P < 1)  and steeper for long  (log  P > 1)  period Cepheids than the corresponding Galactic PC relation. Both of the short- and long-period Cepheids in all three galaxies exhibit the steepest and shallowest slopes at phases around 0.75–0.85, respectively. A consequence is that the PC relation at phase ∼ 0.8 is highly non-linear. Further, the Galactic and LMC Cepheids with  log  P > 1  display a flat slope in the PC plane at phases close to the maximum light. When the LMC period–luminosity (PL) relation is studied as a function of phase, we confirm that it changes with the PC relation. The LMC PL relation in V and I band near the phase of 0.8 provides compelling evidence that this relation is also consistent with two lines of differing slopes joined at a period close to 10 d.