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.     

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.     

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.     

HST colour–magnitude diagrams of six old globular clusters in the LMC

We report on HST observations of six candidate old globular clusters in the Large Magellanic Cloud (LMC): NGC 1754, 1835, 1898, 1916, 2005 and 2019. Deep exposures with the F555W and F814W filters provide us with colour–magnitude diagrams that reach to an apparent magnitude in V of ∼25, well below the main-sequence turn-off. These particular clusters are associated with significantly high LMC field star densities and care was taken to subtract the field stars from the cluster colour–magnitude diagrams accurately. In two cases there is significant variable reddening across at least part of the image, but only for NGC 1916 does the differential reddening preclude accurate measurements of the CMD characteristics. The morphologies of the colour–magnitude diagrams match well those of Galactic globular clusters of similar metallicity. All six have well-developed horizontal branches, while four clearly have stars on both sides of the RR Lyrae gap. The abundances obtained from measurements of the height of the red giant branch above the level of the horizontal branch are 0.3 dex higher, on average, than previously measured spectroscopic abundances. Detailed comparisons with Galactic globular cluster fiducials show that all six clusters are old objects, very similar in age to classical Galactic globulars such as M5, with little age spread among the clusters. This result is consistent with ages derived by measuring the magnitude difference between the horizontal branch and main-sequence turn-off. We also find a similar chronology by comparing the horizontal branch morphologies and abundances with the horizontal branch evolutionary tracks of Lee, Demarque &38; Zinn. Our results imply that the LMC formed at the same time as the Milky Way Galaxy.     

Pulsation period changes as a tool to identify pre-zero age horizontal branch stars

One of the most dramatic events in the life of a low-mass star is the He flash, which takes place at the tip of the red giant branch (RGB) and is followed by a series of secondary flashes before the star settles into the zero-age horizontal branch (ZAHB). Yet, no stars have been positively identified in this key evolutionary phase, mainly for two reasons: first, this pre-ZAHB phase is very short compared to other major evolutionary phases in the life of a star; and second, these pre-ZAHB stars are expected to overlap the loci occupied by asymptotic giant branch (AGB), HB, and RGB stars observed in the color-magnitude diagram (CMD). We investigate the possibility of detecting these stars through stellar pulsations, since some of them are expected to rapidly cross the Cepheid/RR Lyrae instability strip in their route from the RGB tip to the ZAHB, thus becoming pulsating stars along the way. As a consequence of their very high evolutionary speed, some of these stars may present anomalously large period change rates. We constructed an extensive grid of stellar models and produced pre-ZAHB Monte Carlo simulations appropriate for the case of the Galactic globular cluster M3 (NGC 5272), where a number of RR Lyrae stars with high period change rates are found. Our results suggest that some—but certainly not all—of the RR Lyrae stars in M3 with large period change rates are in fact pre-ZAHB pulsators.     

The role of chemical composition in RR Lyrae pulsationalproperties – I. Periods

We analyse the periods of theoretical radial pulsators, covering the range of total masses, luminosities, effective temperatures and chemical compositions expected for RR Lyrae variables in both galactic fields and globular clusters.
We show that for fixed values of the structural parameters (mass, luminosity and effective temperature), the period of fundamental and first-overtone pulsators is independent of the helium content ( Y ), whereas it slightly increases as the amount of metals ( Z ) increases. Furthermore, we find that the period along the blue edge for first-overtone pulsation is a function of mass, luminosity and helium content, with a marginal dependence on Z .
On these grounds, new linear relations connecting the periods to stellar parameters are derived. Such new relations should allow a more accurate interpretation of the RR Lyrae observed periods and, in particular, they should help in ascertaining the calibration of the mean absolute magnitude of RR Lyrae stars in terms of metal content.     

RR Lyrae variables in M5 as a test of pulsational theory

We present B and V CCD photometry for variables in the cluster central region, adding new data for 32 variables and giving suitable light curves, mean magnitudes and corrected colours for 17 RR Lyrae variables. Adding the data given in this paper to similar data that have already appeared in the literature, we discuss a sample of 42 variables, as given by 22 RR_ab and 20 RR_c, in the light of recent predictions from pulsational theories. We find that the observational evidence concerning M5 pulsators appears in marginal disagreement with predictions concerning the colour of the first overtone blue edge (FOBE), whereas a clear disagreement appears between the zero-age horizontal branch (ZAHB) luminosities predicted through evolutionary and pulsational theories.     

A catalogue of helium abundance indicators from globular cluster photometry

We present a survey of helium abundance indicators derived from a comprehensive study of globular cluster photometry in the literature. For each of the three indicators used, we conduct a thorough error analysis, and identify systematic errors in the computational procedures. For the population ratio R N _HB N _RGB, we find that there is no evidence of a trend with metallicity, although there appears to be real scatter in the values derived. Although this indicator is the one best able to provide useful absolute helium abundances, the mean value is Y ≈0.20, indicating the probable presence of additional systematic error.
For the magnitude difference from the horizontal branch to the main sequence Δ and the RR Lyrae mass–luminosity exponent A , it is only possible to determine relative helium abundances reliably. This is due to continuing uncertainties in the absolute metallicity scale for Δ, and uncertainty in the RR Lyrae temperature scale for A . Both indicators imply that the helium abundance is approximately constant as a function of [Fe/H]. According to the A indicator, both Oosterhoff I and II group clusters have constant values independent of [Fe/H] and horizontal branch type. In addition, the two groups have slopes d log〈 P _ab 〉/d[Fe/H] that are consistent with each other, but significantly smaller than the slope for the combined sample.     

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.     

Evolution of Population II stars

The current knowledge of the evolution of Population II stars, as observed in galactic halos and globular clusters, is outlined. The recent theoretical results provided by an improved physical understanding of the stars are reported, with a particular emphasis upon those stellar evolutionary phases which are the keystones of the interpretation of globular cluster stars. Within the up–to–date theoretical scenario, the luminosity of the turn–off stars and horizontal branch stars, which are of fundamental importance for distance and age determinations, turns out to be fainter and brighter, respectively, in comparison with previous theoretical computations. The predicted absolute magnitude of RR Lyrae stars is consistent with the bright values suggested from the long distance scale (Sandage 1993), but the slope of the relation between and metallicity ([Fe/H]) agrees with that suggested from the short distance scale (see, e.g., Carney et al. 1992, Clementini et al. 1995), at least with [Fe/H]-1.3. As to the globular cluster ages, the new computations provide younger ages ( 10 Gyr–13 Gyr), weakening the conflict with current cosmological estimates. The recent results derived from the fitting of HIPPARCOS parallaxes of field subdwarfs to the fiducial main sequence of globular clusters are consistent with the up–to–date theoretical models. However, the direct determinations of , which are based on the HIPPARCOS proper motions and trigonometric parallaxes of field RR Lyrae stars, give fainter absolute magnitudes than those obtained from the improved evolutionary models. This seems to suggest that the problem of the globular cluster distance and age is still open. Received 6 April 1998     

Horizontal branch stars: the interplay between observations and theory,and insights into the formation of the Galaxy

We review and discuss horizontal branch (HB) stars in a broad astrophysical context, including both variable and non-variable stars. A reassessment of the Oosterhoff dichotomy is presented, which provides unprecedented detail regarding its origin and systematics. We show that the Oosterhoff dichotomy and the distribution of globular clusters in the HB morphology-metallicity plane both exclude, with high statistical significance, the possibility that the Galactic halo may have formed from the accretion of dwarf galaxies resembling present-day Milky Way satellites such as Fornax, Sagittarius, and the LMC—an argument which, due to its strong reliance on the ancient RR Lyrae stars, is essentially independent of the chemical evolution of these systems after the very earliest epochs in the Galaxy’s history. Convenient analytical fits to isochrones in the HB type–[Fe/H] plane are also provided. In this sense, a rediscussion of the second-parameter problem is also presented, focusing on the cases of NGC 288/NGC 362, M13/M3, the extreme outer-halo globular clusters with predominantly red HBs, and the metal-rich globular clusters NGC 6388 and NGC 6441. The recently revived possibility that the helium abundance may play an important role as a second parameter is also addressed, and possible constraints on this scenario discussed. We critically discuss the possibility that the observed properties of HB stars in NGC 6388 and NGC 6441 might be accounted for if these clusters possess a relatively minor population of helium-enriched stars. A technique is proposed to estimate the HB types of extragalactic globular clusters on the basis of integrated far-UV photometry. The importance of bright type II Cepheids as tracers of faint blue HB stars in distant systems is also emphasized. The relationship between the absolute V magnitude of the HB at the RR Lyrae level and metallicity, as obtained on the basis of trigonometric parallax measurements for the star RR Lyr, is also revisited. Taking into due account the evolutionary status of RR Lyr, the derived relation implies a true distance modulus to the LMC of (m–M)₀=18.44±0.11. Techniques providing discrepant slopes and zero points for the M _V (RRL)–[Fe/H] relation are briefly discussed. We provide a convenient analytical fit to theoretical model predictions for the period change rates of RR Lyrae stars in globular clusters, and compare the model results with the available data. Finally, the conductive opacities used in evolutionary calculations of low-mass stars are also investigated. M. Catelan is John Simon Guggenheim Memorial Foundation Fellow.     

Confirmation of previous ground-based Cepheid P–L zero-points using Hipparcos trigonometric parallaxes

Comparisons show agreement at the 0.1-mag level between the calibration of the Cepheid period–luminosity (P–L) relation by Feast & Catchpole (FC) using the early release of Hipparcos data and four previous ground-based calibrations, three of which are either largely or totally independent of the distance to the Large Magellanic Cloud (LMC). Each of the comparisons has the sense that the FC calibration is brighter, but only at the level of ≲0.1 mag. In contrast, FC argue that their Hipparcos recalibration leads to a 0.2-mag revision in the distance to the LMC, and thereby to a 10 per cent decrease in the Hubble constant. We argue differently. The comparison of the Hipparcos recalibration with others should be made using only local Galactic Cepheids, not based on Cepheids in the LMC that require a set of precepts that are not germane to the direct Hipparcos recalibration. The comparison made here, using only Galactic Cepheids, gives a correction of ∼4 per cent or less to our value of H ₀ based on Type Ia supernovae, keeping all other factors and precepts the same.
  A second success of the Hipparcos mission is the calibration of the position of the main sequence in the Hertzsprung–Russell diagram as a function of metallicity using local subdwarfs. These data have been used by Reid and by Gratton et al. to obtain, similarly to FC, a brighter absolute magnitude of RR Lyrae stars by ∼0.3 mag from that often currently adopted. These new calibrations confirm the earlier brighter calibrations by Walker, by Sandage, and by Mazzitelli, D'Antona & Caloi, thereby reducing the ages of globular clusters by ∼30 per cent. This removes most of the cosmological time-scale problem if H ₀∼55 km s⁻¹ Mpc⁻¹. A similar conclusion, based on pulsation theory and MACHO data, has been reached by Alcock et al.     

The red giant branch tip and bump of the Leo II dwarf spheroidal galaxy

We present V and I photometry of a  9.4 × 9.4 arcmin²  field centred on the dwarf spheroidal galaxy Leo II. The tip of the red giant branch (TRGB) is identified at   I ^TRGB= 17.83 ± 0.03  and adopting  〈[M/H]〉=−1.53 ± 0.2  from the comparison of RGB stars with Galactic templates, we obtain a distance modulus  ( m − M )₀= 21.84 ± 0.13  , corresponding to a distance   D = 233 ± 15 kpc  . Two significant bumps have been detected in the luminosity function of the RGB. The fainter bump (B1, at   V = 21.76 ± 0.05  ) is the RGB bump of the dominant stellar population while the actual nature of the brightest one (B2, at   V = 21.35 ± 0.05  ) cannot be firmly assessed on the basis of the available data; it may be due to the asymptotic giant branch clump of the main population or it may be a secondary RGB bump. The luminosity of the main RGB bump (B1) suggests that the majority of RGB stars in Leo II belong to a population that is ≳4 Gyr younger than the classical Galactic globular clusters. The stars belonging to the He-burning red clump are shown to be significantly more centrally concentrated than RR Lyrae and blue horizontal branch stars, probing the existence of an age/metallicity radial gradient in this remote dwarf spheroidal.     

Hipparcos and the age of the Galactic disc

We use the Hipparcos colour–magnitude diagram of field stars with Tycho colours to make a new minimum age estimate for the Galactic disc. The method is based on fits to the red envelope of subgiants in the Hipparcos colour–magnitude diagram with synthetic isochrones covering the range of disc metal abundance. The colours and luminosities of the isochrones as a function of abundance are checked using new techniques involving 'red-clump' stars in the giant branch region and on the main sequence using G and K dwarfs. We derive a minimum disc age of 8 Gyr, in good agreement with other methods.     

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.     

[Fe/H] relations for c-type RR Lyrae variables based upon Fourier coefficients

[Fe/H]–φ₃₁– P relations are found for c-type RR Lyrae stars in globular clusters. The relations are analogous to that found by Jurcsik & Kovács for field ab-type RR Lyrae stars, where a longer period correlates with lower metallicity values for similar values of the Fourier coefficient φ₃₁. The relations obtained here are used to determine the metallicity of field c-type RR Lyrae stars, those within ω Cen, the Large Magellanic Cloud and toward the galactic bulge. The results are found to compare favourably to metallicity values obtained elsewhere.     

TRIFFID observations of the cores of the three globular clusters M15, M92 and NGC 6712

We present the results of TRIFFID simultaneous V - and B -band observations of the cores of the globular clusters M15, M92 and NGC 6712. A variability search of their dense centres was made feasible through performing post-exposure image sharpening on the images, increasing the image resolution by a factor of ∼2. The isis implementation of the image subtraction technique developed by Alard & Lupton was then used to detect flux variations in our image sets. We have obtained periods for all observable variables (in our field of view) in NGC 6712 and we have found two new RR Lyrae variables (an RRab and an RRc). We have confirmed three variables in our field of view of the M92. For M15, we detect 48 variables in our field of view, 23 of which are new discoveries. We obtain periods and amplitudes for all variables and classify new ones based on the light-curve shape, the most significant period and the mean magnitude in the V band. Among the detected RR Lyrae we find 19 RRc, 12 RRab and two RRd types. In the subsequent analysis we find a marked increase in RRc over RRab variables in the core. In a refined procedure to search for fainter objects we find no dwarf novae in our field of view of M15. Simulations performed on the data set to quantify our sensitivity to such objects indicate that an upper limit of 10 dwarf novae (at 92 per cent probability) exist in our field of view. The implications this result has on globular clusters are discussed.     

天琴RR型变星的绝对星等与运动学参数

对天琴ＲＲ型变星绝对星等运动学参数的测定及其对确定距离、球状星团年龄估计的影响,并对它们和其他距离指示器求得的结果的比较作了评述。由于不同作者采用的方法和资料不同,结果的不确定性较大。例如由直接和间接测定方法决定的天琴ＲＲ型变星的绝对星等分成较暗和较亮两类,由天琴ＲＲ型变星和其他距离批示器决定大麦哲伦云（ＬＭＣ）的距离模数和球状星团年龄估计并不完全一致。这表明还有一些天体测量和天体物理问题需要深入     

The outer-halo globular cluster NGC 6229 – IV. Variable stars

We present time-series B , V photometry of NGC 6229, obtained with the purpose of providing the first extensive CCD variability study of this cluster. As a result, we were able to obtain periods for all NGC 6229 variables, with the exception of five stars from the candidate list of Borissova et al. located very close to the cluster centre. Two stars suspected to be variables by Carney, Fullton and Trammell are first-overtone RR Lyrae (RRc) stars, whereas seven of the 12 candidates of Borissova et al. are confirmed variables – three of them being fundamental RR Lyrae (RRab) pulsators, two first-overtone pulsators, one an eclipsing binary (most likely an Algol system) and one a bright star whose variability status could not be satisfactorily determined. A new image subtraction method (ISM) suggested by Alard has been employed which, together with the Welch–Stetson technique, has allowed us to discover twelve new RR Lyrae variables in the cluster, for which ephemerides are provided. Ten of these are RRabs, whereas the other two are RRcs. As originally suggested by Mayer, NGC 6229 is clearly an Oosterhoff type I globular cluster. We also confirm that V8 is a Population II Cepheid of the W Virginis type, and suspect that this is the case for V22 as well. The physical properties of the NGC 6229 RR Lyrae population are contrasted with those of M3 (NGC 5272) using several different methods, including a standard period-shift analysis. Possible differences between these two clusters are discussed.