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.     

[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.     

The kinematics and zero-point of the log P–〈MK〉 relation for Galactic RR Lyrae variables via statistical parallax

We use accurate absolute proper motions and Two-Micron All-Sky Survey   K_s   -band apparent magnitudes for 364 Galactic RR Lyrae variables to determine the kinematical parameters of the Galactic RR Lyrae population and constrain the zero-point of the   K_s   -band period–luminosity relation for these stars via statistical parallax. We find the mean velocities of the halo- and thick-disc RR Lyrae populations in the solar neighbourhood to be  [ U ₀(Halo), V ₀(Halo), W ₀(Halo)]= (−12 ± 10, −217 ± 9, −6 ± 6) km s⁻¹  and  [ U ₀(Disc), V ₀(Disc), W ₀(Disc)]= (−15 ± 7, −44 ± 7, −25 ± 5) km s⁻¹  , respectively, and the corresponding components of the velocity-dispersion ellipsoids,  [σ V_R (Halo), σ V _θ(Halo), σ W (Halo)]= (167 ± 9, 86 ± 6, 78 ± 5) km s⁻¹  and  [σ V_R (Disc), σ V _θ(Disc), σ W (Disc)]= (55 ± 7, 44 ± 6, 30 ± 4) km s⁻¹  , respectively. The fraction of thick-disc stars is estimated at  0.25 ± 0.03  . The corrected infrared period–luminosity relation is     , implying a Large Magellanic Cloud (LMC) distance modulus of  18.27 ± 0.08  and a solar Galactocentric distance of  7.58 ± 0.40 kpc  . Our results suggest no or slightly prograde rotation for the population of halo RR Lyraes in the Milky Way.     

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.     

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.     

A search for previously unrecognized metal-poor subdwarfs in the Hipparcos astrometric catalogue

We have identified 317 stars included in the Hipparcos astrometric catalogue that have parallaxes measured to a precision of better than 15 per cent, and the location of which in the ( M _V ,( B − V ) _T ) diagram implies a metallicity comparable to or less than that of the intermediate-abundance globular cluster M5. We have undertaken an extensive literature search to locate Strömgren, Johnson/Cousins and Walraven photometry for over 120 stars. In addition, we present new UBV ( RI )_C photometry of 201 of these candidate halo stars, together with similar data for a further 14 known metal-poor subdwarfs. These observations provide the first extensive data set of R _C I _C photometry of metal-poor, main-sequence stars with well-determined trigonometric parallaxes. Finally, we have obtained intermediate-resolution optical spectroscopy of 175 stars.
47 stars still lack sufficient supplementary observations for population classification; however, we are able to estimate abundances for 270 stars, or over 80 per cent of the sample. The overwhelming majority have near-solar abundance, with their inclusion in the present sample stemming from errors in the colours listed in the Hipparcos catalogue. Only 44 stars show consistent evidence of abundances below [Fe/H]=−1.0 . Nine are additions to the small sample of metal-poor subdwarfs with accurate photometry. We consider briefly the implication of these results for cluster main-sequence fitting.     

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.     

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  .     

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.     

Galactic clusters with associated Cepheid variables – VII. Berkeley 58 and CG Cassiopeiae

Photoelectric, photographic and CCD UBV photometry, spectroscopic observations and star counts are presented for the open cluster Berkeley 58 to examine a possible association with the 4.37 d Cepheid CG Cas. The cluster is difficult to separate from the early-type stars belonging to the Perseus spiral arm, in which it is located, but has reasonably well-defined parameters: an evolutionary age of ∼10⁸ yr, a mean reddening of   E ( B − V ) (B0) = 0.70 ± 0.03  s.e. and a distance of  3.03 ± 0.17 kpc ( V ₀− M _V = 12.40 ± 0.12  s.d.). CG Cas is a likely cluster coronal member on the basis of radial velocity, and its period increase of  +0.170 ± 0.014 s yr⁻¹  and large light amplitude describe a Cepheid in the third crossing of the instability strip lying slightly blueward of strip centre. Its inferred reddening and luminosity are   E ( B − V ) = 0.64 ± 0.02  s.e. and  〈 M _V 〉=−3.06 ± 0.12  . A possible K supergiant may also be a cluster member.     

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.     

Expected planets in globular clusters

We argue that all transient searches for planets in globular clusters have a very low detection probability. Planets of low-metallicity stars typically do not reside at small orbital separations. The dependence of planetary system properties on metallicity is clearly seen when the quantity   I _e ≡ M _p[ a (1 − e )]²  is considered;   M _p, a   and e are the planet mass, semimajor axis and eccentricity, respectively. In high-metallicity systems, there is a concentration of systems at high and low values of I _e , with a low-populated gap near   I _e ∼ 0.3 M _J au²  , where M _J is Jupiter's mass. In low-metallicity systems, the concentration is only at the higher range of I _e , with a tail to low values of I _e . Therefore, it is still possible that planets exist around main-sequence stars in globular clusters, although at small numbers because of the low metallicity, and at orbital periods of ≳10 d. We discuss the implications of our conclusions on the role that companions can play in the evolution of their parent stars in globular clusters, for example, influencing the distribution of horizontal branch stars on the Hertzsprung–Russell diagram of some globular clusters, and in forming low-mass white dwarfs.     

A search for variable stars in the globular cluster M3

We describe here the results of a photometric time-sequence survey of the globular cluster M3 (NGC 5272), in a search for contact and detached eclipsing binary stars. We have discovered only one likely eclipsing binary and one SX Phe-type star in spite of monitoring 4077 stars with V  < 20.0 and observing 25 blue straggler stars (BSS). The newly identified SX Phe star, V237, shows a light curve with a variable amplitude. Variable V238 shows variability either with a period of 0.49 d or with a period of 0.25 d. On the cluster colour–magnitude diagram, the variable occupies a position a few hundredths of a magnitude to the blue of the base of the red giant branch. V238 is a likely descendant of a binary blue straggler.   As a side result we obtained high-quality data for 42 of the previously known RR Lyrae variables, including 33 of Bailey type ab, seven type c and two double-mode pulsators. We used equations that relate the physical properties of RRc stars to their pulsation periods and Fourier parameters in order to derive masses, luminosities, temperatures and helium parameters for five of the RRc stars. We also tested equations that relate the [Fe/H], M _V and temperature of RRab stars to pulsation period and Fourier parameters. We derived [Fe/H]= −1.42 in good agreement with spectroscopic determinations.     

The depletion of carbon by extra mixing in metal-poor giants

There is an apparent dichotomy between the metal-poor  ([Fe/H]≤−2)  yet carbon-normal giants and their carbon-rich counterparts. The former undergo significant depletion of carbon on the red giant branch after they have undergone first dredge-up, whereas the latter do not appear to experience significant depletion. We investigate this in the context that the extra mixing occurs via the thermohaline instability that arises due to the burning of  ³He  . We present the evolution of [C/Fe], [N/Fe] and  ¹²C/¹³C  for three models: a carbon-normal metal-poor star, and two stars that have accreted material from a  1.5 M_⊙  AGB companion, one having received  0.01 M_⊙  of material and the other having received  0.1 M_⊙  . We find the behaviour of the carbon-normal metal-poor stars is well reproduced by this mechanism. In addition, our models also show that the efficiency of carbon-depletion is significantly reduced in carbon-rich stars. This extra-mixing mechanism is able to reproduce the observed properties of both carbon-normal and carbon-rich stars.     

Analysis and calibration of Ca ii triplet spectroscopy of red giant branch stars from VLT/FLAMES observations

We demonstrate that low-resolution Ca  ii triplet (CaT) spectroscopic estimates of the overall metallicity ([Fe/H]) of individual red giant branch (RGB) stars in two nearby dwarf spheroidal galaxies (dSphs) agree to ±0.1–0.2 dex with detailed high-resolution spectroscopic determinations for the same stars over the range  −2.5 < [Fe/H] < −0.5  . For this study, we used a sample of 129 stars observed in low- and high-resolution modes with VLT/FLAMES in the Sculptor and Fornax dSphs. We also present the data-reduction steps we used in our low-resolution analysis and show that the typical accuracy of our velocity and CaT [Fe/H] measurement is ∼2 km s⁻¹ and 0.1 dex, respectively. We conclude that CaT–[Fe/H] relations calibrated on globular clusters can be applied with confidence to RGB stars in composite stellar populations over the range  −2.5 < [Fe/H] < −0.5  .     

Photometric modelling of starspots – I. A Barnes–Evans-like surface brightness–colour relation using (Ic−K)

In the first part of this work, the empirical correlation of stellar surface brightness F _V with ( I _c− K ) broad-band colour is investigated by using a sample of stars cooler than the Sun. A bilinear correlation is found to represent well the brightness of G, K and M giant stars. The change in slope occurs at ( I _c− K )∼2.1 or at about the transition from K to M spectral types. The same relationship is also investigated for dwarf stars and found to be distinctly different from that of the giants. The dwarf star correlation differs by an average of −0.4 in ( I _c− K ) or by a maximum in F _V of ∼−0.1, positioning it below that of the giants, with both trends tending towards convergence for the hotter stars in our sample. The flux distribution derived from the F _V −( I _c− K ) relationship for the giant stars, together with that derived from an F _V −( V − K ) relationship and the blackbody flux distribution, is then utilized to compute synthetic light V and colour ( V − R )_c, ( V − I )_c and ( V − K ) curves of cool spotted stars. We investigate the effects on the amplitudes of the curves by using these F _V –colour relations and by assuming the effective gravity of the spots to be lower than the gravity of the unspotted photosphere. We find that the amplitudes produced by using the F _V −( I _c− K ) relationship are larger than those produced by the other two brightness correlations, meaning smaller and/or warmer spots.     

WIYN Open Cluster Study – XVI. Optical/infrared photometry and comparisons with theoretical isochrones

We present combined optical/near-infrared photometry ( BVIK ) for six open clusters – M35, M37, NGC 1817, NGC 2477, NGC 2420 and M67. The open clusters span an age range from 150 Myr to 4 Gyr and have metal abundances from  [Fe/H]=−0.27  to +0.09 dex. We have utilized these data to test the robustness of theoretical main sequences constructed by several groups as denoted by the following designations – Padova, Baraffe, Y², Geneva and Siess. The comparisons of the models with the observations have been performed in the  [ M_V , ( B − V )₀], [ M_V , ( V − I )₀]  and  [ M_V , ( V − K )₀]  colour–magnitude diagrams as well as the distance-independent  [( V − K )₀, ( B − V )₀]  and  [( V − K )₀, ( V − I )₀]  two-colour diagrams. We conclude that none of the theoretical models reproduces the observational data in a consistent manner over the magnitude and colour range of the unevolved main sequence. In particular, there are significant zero-point and shape differences between the models and the observations. We speculate that the crux of the problem lies in the precise mismatch between theoretical and observational colour–temperature relations. These results underscore the importance of pursuing the study of stellar structure and stellar modelling with even greater intensity.     

The density distribution of the Galactic stellar halo as traced by blue horizontal branch stars

Data of blue horizontal branch (BHB) stars and RR Lyrae variable stars from the literature are combined with unpublished observations of BHB stars in five fields. A flattened power law is used to model the spatial distribution of the horizontal branch stars. Completeness of the data sample and contamination by blue stragglers and metal-rich main-sequence A stars are considered, and taken into account. Using a maximum-likelihood method, the following best-fitting parameters are obtained: a power-law index α=−3.2±0.3 and an axial ratio of q =0.52±0.11 for the isodensity surfaces. From the fit a value for the local density of BHB stars of ρ₀=26⁺²⁰₋₁₁ kpc⁻³ is found. The values of the three parameters are in complete agreement with recent determinations by other authors.     

Supergiant temperatures and linear radii from near-infrared interferometry

We present angular diameters for 42 Luminosity Class (LC) I stars and 32 LC II stars that have been interferometrically determined with the Palomar Testbed Interferometer. Derived values of radius and effective temperature are established for these objects, and an empirical calibration of these parameters for supergiants will be presented as a function of spectral type and colours. For the effective temperature versus  ( V − K )₀  colour, we find an empirical calibration with a median deviation of  Δ T = 70 K  in the range of  0.7 < ( V − K )₀ < 5.1  for LC I stars; for LC II, the median deviation is  Δ T = 120 K  from  0.4 < ( V − K )₀ < 4.3  . Effective temperature as a function of spectral type is also calibrated from these data, but shows significantly more scatter than the T _EFF versus  ( V − K )₀  relationship. No deviation of T _EFF versus spectral type is seen for these high-luminosity objects relative to LC II giants. Directly determined diameters range up to  400 R_⊙  , though are limited by poor distance determinations, which dominate the error estimates. These temperature and radii measures reflect a direct calibration of these parameters for supergiants from empirical means.