Tidal evolution of hierarchical and inclined systems

We investigate the dynamical evolution of hierarchical three-body systems under the effect of tides, when the ratio of the orbital semi-major axes is small and the mutual inclination is relatively large (greater than 20°). Using the quadrupolar non-restricted approximation for the gravitational interactions and the viscous linear model for tides, we derive the averaged equations of motion in a vectorial formalism which is suitable to model the long-term evolution of a large variety of exoplanetary systems in very eccentric and inclined orbits. In particular, it can be used to derive constraints for stellar spin-orbit misalignment, capture in Cassini states, tidal-Kozai migration, or damping of the mutual inclination. Because our model is valid for the non-restricted problem, it can be used to study systems of identical mass or for the outer restricted problem, such as the evolution of a planet around a binary of stars. Here, we apply our model to various situations in the HD 11964, HD 80606, and HD 98800 systems.     

Explicit evolution relations with orbital elements for eccentric,inclined, elliptic and hyperbolic restricted few-body problems

Planetary, stellar and galactic physics often rely on the general restricted gravitational $N$ -body problem to model the motion of a small-mass object under the influence of much more massive objects. Here, I formulate the general restricted problem entirely and specifically in terms of the commonly used orbital elements of semimajor axis, eccentricity, inclination, longitude of ascending node, argument of pericentre, and true anomaly, without any assumptions about their magnitudes. I derive the equations of motion in the general, unaveraged case, as well as specific cases, with respect to both a bodycentric and barycentric origin. I then reduce the equations to three-body systems, and present compact singly- and doubly-averaged expressions which can be readily applied to systems of interest. This method recovers classic Lidov–Kozai and Laplace–Lagrange theory in the test particle limit to any order, but with fewer assumptions, and reveals a complete analytic solution for the averaged planetary pericentre precession in coplanar circular circumbinary systems to at least the first three nonzero orders in semimajor axis ratio. Finally, I show how the unaveraged equations may be used to express resonant angle evolution in an explicit manner that is not subject to expansions of eccentricity and inclination about small nor any other values.     

Analytical solution for the three-dimensional motion of a circumbinary planet around a binary star

By using the method of separating rapid and slow subsystem, we obtain an analytical solution for a stable three-dimensional motion of a circumbinary planet around a binary star. We show that the motion of the planet is more complicated than it was obtained for this situation analytically by Farago and Laskar (2010). Namely, in addition to the precession of the orbital plane of the planet around the angular momentum of the binary (found by Farago and Laskar (2010)), there is simultaneously the precession of the orbital plane of the planet within the orbital plane. We show that the frequency of this additional precession is different from the frequency of the precession of the orbital plane around the angular momentum of the binary. We demonstrate that this problem is mathematically equivalent both to the problem of the motion of a satellite around an oblate planet and to the problem of a hydrogen Rydberg atom in the field of a high-frequency linearly-polarized laser radiation, thus discovering yet another connection between astrophysics and atomic physics. We point out that all of the above physical systems have a higher than geometrical symmetry, which is a counterintuitive result. In particular, it is manifested by the fact that, while the elliptical orbit of the circumbinary planet (around a binary star) or of the satellite (around an oblate planet) or of the Rydberg electron (in the laser field) undergoes simultaneously two types of the precession, the shape of the orbit does not change. The fact that a system, consisting of a circumbinary planet around a binary star, possesses the hidden symmetry should be of a general physical interest. Our analytical results could be used for benchmarking future simulations.     

On the Milankovitch orbital elements for perturbed Keplerian motion

We consider sets of natural vectorial orbital elements of the Milankovitch type for perturbed Keplerian motion. These elements are closely related to the two vectorial first integrals of the unperturbed two-body problem; namely, the angular momentum vector and the Laplace–Runge–Lenz vector. After a detailed historical discussion of the origin and development of such elements, nonsingular equations for the time variations of these sets of elements under perturbations are established, both in Lagrangian and Gaussian form. After averaging, a compact, elegant, and symmetrical form of secular Milankovitch-like equations is obtained, which reminds of the structure of canonical systems of equations in Hamiltonian mechanics. As an application of this vectorial formulation, we analyze the motion of an object orbiting about a planet (idealized as a point mass moving in a heliocentric elliptical orbit) and subject to solar radiation pressure acceleration (obeying an inverse-square law). We show that the corresponding secular problem is integrable and we give an explicit closed-form solution.     

A Review on Co-orbital Motion in Restricted and Planetary Three-body Problems

The 1:1 mean motion resonance may be referred to as the lowest order mean motion resonance in restricted or planetary three-body problems. The five well-known libration points of the circular restricted three-body problem are five equilibriums of the 1:1 resonance. Coorbital motion may take different shapes of trajectory. In case of small orbital eccentricities and inclinations, tadpole-shape and horseshoe-shape orbits are well-known. Other 1:1 libration modes different from the elementary ones can exist at moderate or large eccentricities and inclinations. Coorbital objects are not rare in our solar system, for example the Trojans asteroids and the coorbital satellite systems of Saturn. Recently, dozens of coorbital bodies have been identified among the near-Earth asteroids. These coorbital asteroids are believed to transit recurrently between different 1:1 libration modes mainly due to orbital precessions, planetary perturbations, and other possible effects. The Hamiltonian system and the Hill’s three-body problem are two effective approaches to study coorbital motions. To apply the perturbation theory to the Hamiltonian system, standard procedures involve the development of the disturbing function, averaging and normalization, theory of ideal resonance model, secular perturbation theory, etc. Global dynamics of coorbital motion can be revealed by the Hamiltonian approach with a suitable expansion. The Hill’s problem is particularly suitable for the studies on the relative motion of two coorbital bodies during their close encounter. The Hill’s equation derived from the circular restricted three-body problem is well known. However, the general Hill’s problem whose equation of motion takes exactly the same form applies to the non-restricted case where the mass of each body is non-negligible, namely the planetary case. The Hill’s problem can be transformed into a “canonical shape” so that the averaging principle can be applied to construct a secular perturbation theory. Besides the two analytical theories, numerical methods may be consulted, for example the approach of periodic orbit, the surface of section, and the computation of invariant manifolds carried by equilibriums or periodic orbits.     

A timing formula for main-sequence star binary pulsars

In binary radio pulsars with a main-sequence star companion, the spin-induced quadrupole moment of the companion gives rise to a precession of the binary orbit. As a first approximation one can model the secular evolution caused by this classical spin-orbit coupling by linear-in-time changes of the longitude of periastron and the projected semi-major axis of the pulsar orbit. This simple representation of the precession of the orbit neglects two important aspects of the orbital dynamics of a binary pulsar with an oblate companion. First, the quasiperiodic effects along the orbit, owing to the anisotropic 1/ r ³ nature of the quadrupole potential. Secondly, the long-term secular evolution of the binary orbit, which leads to an evolution of the longitude of periastron and the projected semi-major axis, which is non-linear in time.   In this paper a simple timing formula for binary radio pulsars with a main-sequence star companion is presented which models the short-term secular and most of the short-term periodic effects caused by the classical spin-orbit coupling. I also give extensions of the timing formula that account for long-term secular changes in the binary pulsar motion. It is shown that the short-term periodic effects are important for the timing observations of the binary pulsar PSR B1259–63. The long-term secular effects are likely to become important in the next few years of timing observations of the binary pulsar PSR J0045–7319. They could help to restrict or even determine the moments of inertia of the companion star and thus probe its internal structure.   Finally, I reinvestigate the spin-orbit precession of the binary pulsar PSR J0045–7319 since the analysis given in the literature is based on an incorrect expression for the precession of the longitude of periastron. A lower limit of 20° for the inclination of the B star with respect to the orbital plane is derived.     

On possible circumbinary configurations of the planetary systems of α Centauri and EZ Aquarii

Possible configurations of the planetary systems of the binary stars α Cen A–BandEZAqr A–C are analyzed. The P-type orbits—circumbinary ones, i.e., the orbits around both stars of the binary, are studied. The choice of these systems is dictated by the fact that α Cen is closest to us in the Galaxy, while EZ Aqr is the closest system whose circumbinary planets, as it turns out, may reside in the “habitability zone.” The analysis has been performed within the framework of the planar restricted three-body problem. The stability diagrams of circumbinary motion have been constructed: on representative sets of initial data (in the pericentric distance–eccentricity plane), we have computed the Lyapunov spectra of planetary motion and identified the domains of regular and chaotic motion through their statistical analysis. Based on present views of the dynamics and architecture of circumbinary planetary systems, we have determined the most probable planetary orbits to be at the centers of the main resonance cells, at the boundary of the dynamical chaos domain around the parent binary star, which allows the semimajor axes of the orbits to be predicted. In the case of EZ Aqr, the orbit of the circumbinary planet is near the habitability zone and, given that the boundary of this zone is uncertain, may belong to it.     

Free and forced obliquities of the Galilean satellites of Jupiter

The obliquity, or angular separation between orbit normal and spin pole, is an important parameter for the geodynamics of most Solar System bodies. Tidal dissipation has driven the obliquities of the Galilean satellites of Jupiter to small, but non-zero values. We present estimates of the free and forced obliquities of these satellites using a simple secular variation model for the orbits, and spin pole precession rate estimates based on gravity field parameters derived from Galileo spacecraft encounters. The free obliquity values are not well constrained by observations, but are presumed to be very small. The forced obliquity variations depend only on the orbital variations and the spin pole precession rate parameters, which are quite well known. These variations are large enough to influence spatial and temporal patterns of tidal dissipation and tidal stress.     

Motion of dust in mean motion resonances with planets

Effect of stellar electromagnetic radiation on the motion of spherical dust particle in mean motion orbital resonances with a planet is investigated. Planar circular restricted three-body problem with the Poynting–Robertson (P–R) effect yields monotonic secular evolution of eccentricity when the particle is trapped in the resonance. Planar elliptic restricted three-body problem with the P–R effect enables nonmonotonous secular evolution of eccentricity and the evolution of eccentricity is qualitatively consistent with the published results for the complicated case of interaction of electromagnetic radiation with nonspherical dust grain. Thus, it is sufficient to allow either nonzero eccentricity of the planet or nonsphericity of the grain and the orbital evolutions in the resonances are qualitatively equal for the two cases. This holds both for exterior and interior mean motion orbital resonances. Evolutions of argument of perihelion in the planar circular and elliptical restricted three-body problems are shown. Numerical integrations show that an analytic expression for the secular time derivative of the particle’s argument of perihelion does not exist, if only dependence on semimajor axis, eccentricity and argument of perihelion is admitted. Connection between the shift of perihelion and oscillations in secular eccentricity is presented for the planar elliptic restricted three-body problem with the P–R effect. Period of the oscillations corresponds to the period of one revolution of perihelion. Change of optical properties of the spherical grain with the heliocentric distance is also considered. The change of the optical properties: (i) does not have any significant influence on the secular evolution of eccentricity, (ii) causes that the shift of perihelion is mainly in the same direction/orientation as the particle motion around the Sun. The statements hold both for circular and noncircular planetary orbits.     

Relativistic Precession of Elliptical Orbits of a Circumbinary Planet can be Cancelled

In publications presenting analytical results on the non-coplanar motion of a circumbinary planet it was shown that the unperturbed elliptical orbit of the planet undergoes simultaneously two kinds of the precession: the precession of the orbital plane and the precession of the orbit in its own plane. It is also well-known that there is also the relativistic precession of the planetary orbit in its own plane. In the present paper we study a combined effect of the all of the above precessions. For the general case, where the planetary orbit is not coplanar with the stars orbits, we analyzed the dependence of the critical inclination angle i_c, at which the precession of the planetary orbit in its own plane vanishes, on the angular momentum L of the planet. We showed that the larger the angular momentum, the smaller the critical inclination angle becomes. We presented the analytical result for i_c(L) and calculated the value of L, for which the critical inclination value becomes zero. For the particular case, where the planetary orbit is not coplanar with the stars orbits, we demonstrated analytically that at a certain value of the angular momentum of the planet, the elliptical orbit of the planet would become stationary: no precession. In other words, at this value of the angular momentum, the relativistic precession of the planetary orbit and its precession, caused by the fact that the planet revolves around a binary (rather than single) star, cancel each other out. This is a counterintuitive result.     

Slow modes in stellar systems with nearly harmonic potentials: I. Spoke approximation,radial orbit instability

Using a consistent perturbation theory for collisionless disk-like and spherical star clusters, we construct a theory of slow modes for systems having an extended central region with a nearly harmonic potential due to the presence of a fairly homogeneous (on the scales of the stellar system) heavy, dynamically passive halo. In such systems, the stellar orbits are slowly precessing, centrally symmetric ellipses (2: 1 orbits). Depending on the density distribution in the system and the degree of halo inhomogeneity, the orbit precession can be both prograde and retrograde, in contrast to systems with 1: 1 elliptical orbits where the precession is unequivocally retrograde. In the first paper, we show that in the case where at least some of the orbits have a prograde precession and the stellar distribution function is a decreasing function of angular momentum, an instability that turns into the well-known radial orbit instability in the limit of low angular momenta can develop in the system. We also explore the question of whether the so-called spoke approximation, a simplified version of the slow mode approximation, is applicable for investigating the instability of stellar systems with highly elongated orbits. Highly elongated orbits in clusters with nonsingular gravitational potentials are known to be also slowly precessing 2: 1 ellipses. This explains the attempts to use the spoke approximation in finding the spectrum of slow modes with frequencies of the order of the orbit precession rate. We show that, in contrast to the previously accepted view, the dependence of the precession rate on angular momentum can differ significantly from a linear one even in a narrow range of variation of the distribution function in angular momentum. Nevertheless, using a proper precession curve in the spoke approximation allows us to partially “rehabilitate” the spoke approach, i.e., to correctly determine the instability growth rate, at least in the principal (O(α _T^−1/2) order of the perturbation theory in dimensionless small parameter α _T, which characterizes the width of the distribution function in angular momentum near radial orbits.     

Planetary orbital equations in externally-perturbed systems: position and velocity-dependent forces

The increasing number and variety of extrasolar planets illustrates the importance of characterizing planetary perturbations. Planetary orbits are typically described by physically intuitive orbital elements. Here, we explicitly express the equations of motion of the unaveraged perturbed two-body problem in terms of planetary orbital elements by using a generalized form of Gauss’ equations. We consider a varied set of position and velocity-dependent perturbations, and also derive relevant specific cases of the equations: when they are averaged over fast variables (the “adiabatic” approximation), and in the prograde and retrograde planar cases. In each instance, we delineate the properties of the equations. As brief demonstrations of potential applications, we consider the effect of Galactic tides. We measure the effect on the widest-known exoplanet orbit, Sedna-like objects, and distant scattered disk objects, particularly with regard to where the adiabatic approximation breaks down. The Mathematica code which can help derive the equations of motion for a user-defined perturbation is freely available upon request.     

Gravitational loss-cone instability in stellar systems with retrograde orbit precession

We study spherical and disc clusters in a near-Keplerian potential of galactic centres or massive black holes. In such a potential orbit precession is commonly retrograde, that is, the direction of the orbit precession is opposite to the orbital motion. It is assumed that stellar systems consist of nearly-radial orbits. We show that if there is a loss-cone at low angular momentum (e.g. due to consumption of stars by a black hole), an instability similar to loss-cone instability in plasma may occur. The gravitational loss-cone instability is expected to enhance black hole feeding rates. For spherical systems, the instability is possible for the number of spherical harmonics   l ≥ 3  . If there is some amount of counter-rotating stars in flattened systems, they generally exhibit the instability independent of azimuthal number m . The results are compared with those obtained recently by Tremaine for distribution functions monotonically increasing with angular momentum.
The analysis is based on simple characteristic equations describing small perturbations in a disc or a sphere of stellar orbits highly elongated in radius. These characteristic equations are derived from the linearized Vlasov equations (combining the collisionless Boltzmann kinetic equation and the Poisson equation), using the action-angle variables. We use two techniques for analysing the characteristic equations: the first one is based on preliminary finding of neutral modes, and the second one employs a counterpart of the plasma Penrose–Nyquist criterion for disc and spherical gravitational systems.     

The effect of orbital eccentricity and nodal regression on spin-stabilized satellites

The gyroscopic motion of a spin-stabilized satellite due to gravity gradient torques in a circular orbit has been analyzed to varying degrees in numerous publications. This paper shows that the restriction to a circular orbit is, in fact, not essential and with a slight increase in complexity, noncircular orbits may be treated. More importantly, a uniform regression of the orbital node can also be accounted for. The general results are expressed in closed form using Jacobian elliptic functions. Finally, and this is perhaps most important, certain algebraic integrals of the precession are given which can be used to place limits on the excursions of the spin axis without actually solving for the motion. This allows one to design orientations such that the maximum angle between the orbit normal and spin axis never exceeds a specific amount even though the orbit normal is in precession.     

Obliquity evolution of extrasolar terrestrial planets

We have investigated the obliquity evolution of terrestrial planets in habitable zones (at ∼1 AU) in extrasolar planetary systems, due to tidal interactions with their satellite and host star with wide varieties of satellite-to-planet mass ratio (m/Mp) and initial obliquity (γ₀), through numerical calculations and analytical arguments. The obliquity, the angle between planetary spin axis and its orbit normal, of a terrestrial planet is one of the key factors in determining the planetary surface environments. A recent scenario of terrestrial planet accretion implies that giant impacts of Mars-sized or larger bodies determine the planetary spin and form satellites. Since the giant impacts would be isotropic, tilted spins (sinγ₀∼1) are more likely to be produced than straight ones (sinγ₀∼0). The ratio m/Mp is dependent on the impact parameters and impactors' mass. However, most of previous studies on tidal evolution of the planet-satellite systems have focused on a particular case of the Earth-Moon systems in which m/Mp?0.0125 and γ₀∼10° or the two-body planar problem in which γ₀=0° and stellar torque is neglected. We numerically integrated the evolution of planetary spin and a satellite orbit with various m/Mp (from 0.0025 to 0.05) and γ₀ (from 0° to 180°), taking into account the stellar torques and precessional motions of the spin and the orbit. We start with the spin axis that almost coincides with the satellite orbit normal, assuming that the spin and the satellite are formed by one dominant impact. With initially straight spins, the evolution is similar to that of the Earth-Moon system. The satellite monotonically recedes from the planet until synchronous state between the spin period and the satellite orbital period is realized. The obliquity gradually increases initially but it starts decreasing down to zero as approaching the synchronous state. However, we have found that the evolution with initially tiled spins is completely different. The satellite's orbit migrates outward with almost constant obliquity until the orbit reaches the critical radius ∼10-20 planetary radii, but then the migration is reversed to inward one. At the reversal, the obliquity starts oscillation with large amplitude. The oscillation gradually ceases and the obliquity is reduced to ∼0° during the inward migration. The satellite eventually falls onto the planetary surface or it is captured at the synchronous state at several planetary radii. We found that the character change of precession about total angular momentum vector into that about the planetary orbit normal is responsible for the oscillation with large amplitude and the reversal of migration. With the results of numerical integration and analytical arguments, we divided the m/Mp-γ₀ space into the regions of the qualitatively different evolution. The peculiar tidal evolution with initially tiled spins give deep insights into dynamics of extrasolar planet-satellite systems and discussions of surface environments of the planets.     

Tidal evolution in close binary systems,II

The aim of the present investigation will be to determine the explicit forms of differential equations which govern secular perturbations of the orbital elements of close binary systems in the plane of the orbit (i.e., of the semi-major axisA, eccentricitye, and longitude of the periastron ), arising from the lag of dynamical tides due to viscosity of stellar material. The results obtained are exact for any value of orbital eccentricity comprised between 0e<1; and include the effects produced by the second, third and fourth-harmonic dynamical tides, as well as by axial rotation with arbitrary inclination of the equator to the orbital plane.In Section 2 following brief introductory remarks the variational equations of the problem of plane motion will be set up in terms of the rectangular componentsR, S, W of disturbing accelerations with respect to a revolving system of coordinates. The explicit form of these coefficients will be established in Section 3 to the degree of accuracy to which squares and higher powers of quantities of the order of superficial distortion can be ignored. Section 4 will be devoted to a derivation of the explicit form of the variational equations for the case of a perturbing function arising from axial rotation; and in Section 5 we shall derive variational equations which govern the perturbation of orbital elements caused by lagging dynamical tides.Numerical integrations of these equations, which govern the tidal evolution of close binary systems prompted by viscous friction at constant mass, are being postponed for subsequent investigations.Prepared at the Lunar Science Institute, Houston, Texas, under the joint support of the Universities Space Research Association, Charlottesville, Virginia, and the National Aeronautics and Space Administration Manned Spacecraft Center, Houston, Texas, under Contract No. NSR 09-051-001. This paper constitutes Lunar Science Institute Contribution no. 100.Normally at the Department of Astronomy, University of Manchester, England.     

Obliquity variations of terrestrial planets in habitable zones

We have investigated obliquity variations of possible terrestrial planets in habitable zones (HZs) perturbed by a giant planet(s) in extrasolar planetary systems. All the extrasolar planets so far discovered are inferred to be jovian-type gas giants. However, terrestrial planets could also exist in extrasolar planetary systems. In order for life, in particular for land-based life, to evolve and survive on a possible terrestrial planet in an HZ, small obliquity variations of the planet may be required in addition to its orbital stability, because large obliquity variations would cause significant climate change. It is known that large obliquity variations are caused by spin-orbit resonances where the precession frequency of the planet's spin nearly coincides with one of the precession frequencies of the ascending node of the planet's orbit. Using analytical expressions, we evaluated the obliquity variations of terrestrial planets with prograde spins in HZs. We found that the obliquity of terrestrial planets suffers large variations when the giant planet's orbit is separated by several Hill radii from an edge of the HZ, in which the orbits of the terrestrial planets in the HZ are marginally stable. Applying these results to the known extrasolar planetary systems, we found that about half of these systems can have terrestrial planets with small obliquity variations (smaller than 10°) over their entire HZs. However, the systems with both small obliquity variations and stable orbits in their HZs are only 1/5 of known systems. Most such systems are comprised of short-period giant planets. If additional planets are found in the known planetary systems, they generally tend to enhance the obliquity variations. On the other hand, if a large/close satellite exists, it significantly enhances the precession rate of the spin axis of a terrestrial planet and is likely to reduce the obliquity variations of the planet. Moreover, if a terrestrial planet is in a retrograde spin state, the spin-orbit resonance does not occur. Retrograde spin, or a large/close satellite might be essential for land-based life to survive on a terrestrial planet in an HZ.     

Improved equations for eccentricity generation in hierarchical triple systems

In a series of papers, we developed a technique for estimating the inner eccentricity in hierarchical triple systems, with the inner orbit being initially circular. However, for certain combinations of the masses and the orbital elements, the secular part of the solution failed. In this paper, we derive a new solution for the secular part of the inner eccentricity, which corrects the previous weakness. The derivation applies to hierarchical triple systems with coplanar and initially circular orbits. The new formula is tested numerically by integrating the full equations of motion for systems with mass ratios from 10⁻³ to 10³. We also present more numerical results for short-term eccentricity evolution, in order to get a better picture of the behaviour of the inner eccentricity.