IAL 19: Star Basics I

Don't Panic

Sections

  1. Introduction
  2. The Local Observable Universe: The Arena
  3. Star Shape and Structure
  4. Stellar Composition
  5. Luminosity, Flux, Photometry
  6. Distance and Stellar Parallax
  7. Luminosity Determination and Spectroscopic Parallax
  8. The Cosmic Distance Ladder



  1. Introduction

  2. We see lots of stars, of course.

    But what are stars? Their nature? Their physics?

    Well, there is a lot to cover actually. Several lectures.

    In IAL 19 and IAL 20, we start covering stars with some star basics. The topics are a bit miscellaneous and the order is NOT optimized. Howsoever:

    1. IAL 19 concentrates the most basic features.
    2. IAL 20 discusses stellar modeling, star types, and the small scale groupings of stars: multiple star systems, star clusters, stellar associations, and stellar populations.

    In fact, a full logical presentation of stars would be consist of a step-by-step idealized recapitulation of how the modern understanding of them developed.

    But educationally that is unsound. It is just too tedious.

    So we will learn to swim in the sea of stars by just jumping into it.

    As preview of some of the topics to come in IALs on stars, see the Pleiades open star cluster in the figure below/above (local link / general link: pleiades.html).


    First, how do we know about
    stars?

    A quasi-endless cycle of direct observation and modeling improving our understanding continuously.

    In other words, the hoary old scientific method. See the figure below (local link / general link: sci_method.html).


    To expand a bit on the
    scientific method we will discuss a few methodological points (on direct observables, indirect observables, model results, and model and theories, etc.) from the philosophy of science relevant to modeling stars:

    1. Almost no direct observations?

      Virtually all observations are, in fact, theory-laden: you need some theory to interpret even the most elementary observations.

      So super-pedantically, you could say there are almost NO real direct observations This point is explicated a bit in the figure below (local link / general link: bertrand_russell.html).


    2. However, saying there are NO direct observations---except for thinking---is a pretty useless statement in science:

      Yours truly---probably just following a herd---says that a direct observation is one in which all the theories and/or models it depends are regarded as certain to some high standard AND you judge what you observe is in a theory-connecting chain close to you want to observe.

      For example, we consider it a direct observation when we measure temperature via an old-fashioned (but never-battery-dead) alcohol thermometer.

      But obviously, we are reading volume of an organic compound liquid (usually ethanol), and NOT "temperature".

      However, we trust the theory connecting volume and temperature completely and judge the theory-connecting chain to be short.

      So we are content with calling the measurement a direct observation.

    3. What is an indirect observation in the opinion of yours truly---probably just following a herd?

      An indirect observation is one where some of the theories and/or models it depends are thought to be uncertain to a non-negligible degree OR you judge what you observe is in a theory-connecting chain remote from you want to observe.

      For example, most people would call paleoclimate temperatures from ice core isotopic analysis an indirect observation since the theory-connecting chain seems to be long---or maybe they call it a model result since one actually has to use at least a simple model of the Earth's atmosphere to extract paleoclimate temperatures.

      Clearly, the difference between direct and indirect observation is vague and rather subjective. Nevertheless, having the two categories is useful in understanding observations and it does NOT seem important that they are NOT precisely specified.

    4. What is a model result in the opinion of yours truly---probably just following a herd?

      A model result is information that is obtained by a calculation from a model of a system that has been fitted to the system by many observations.

      The result is NOT closely connected to any direct or indirect observation.

      The result is believed to the degree that model is realistic and verified.

      Many results in astrophysics are model results.

      We put physical ingredients into a model and the model gives us answers. Frequently, there is no simple explanation for a model result. We say we "understand" the result just by the fact that we understand the ingredients that went into the model.

    5. What is the difference between a theory and a model?

      A theory is, among other things, a concise general understanding of some aspect of existence.

      A model is similar to a theory, far less general than a theory.

      It is often developed just for a particular physical system. See the figure below (local link / general link: system_environment.html).

      Both theories and models typically have free parameters: i.e., controlling variables that must be set by direct or indirect observations.

      Other variables for theories and models then follow by a calculation.

      For truly grand general theories, the free parameters are fundamental constants: the most grand of these are:

      1. vacuum light speed c = (2.997 924 58)*10**8 m/s (exact) ≅ 3*10**8 m/s = 3*10**5 km/s ≅ 1 ft/ns.
      2. elementary charge e = (1.602 176 634)*10**(-19) C (exact).
      3. gravitational constant G = (6.674 30(15))*10**(-11) (MKS units) (2024).
      4. Planck constant h = (6.626 070 15)*10**(-34) J-s (exact) = (4.135 667 696 ...)*10**(-15) eV-s .
      5. Boltzmann constant k = (1.380 649)*10**(-23) J/K (exact) = (8.617 333 262 ...)*10**(-5) eV/K ≅ 10**(-4) eV/K.
      6. fine structure constant α = (0.007 297 352 5693(11)) = 1/(137.035 999 084(21)) ≅ 1/137 (2024).
      7. See Fundamental Physical Constants --- Complete Listing 2018 CODATA adjustment for a list of fundamental constants and the most basic derived constants.

      For less grand theories and for models, free parameters come in a wide variety and there are often alternatives sets of free parameters. The chosen set is often just for convenience or for historical reasons.

      There is NO hard line between theory and model and the terms are used loosely at times. For example, the Λ-CDM model is a theory in a conventional meaning of the word theory, but it has model in its name by convention. The same is true for the standard model of particle physics: a theory that has model in its name.



  3. The Local Observable Universe: The Arena

  4. Before getting on to stars, a bit of a digression on the local observable universe is useful.

    It is the arena of our current topic stars---and also of galaxies and large scale structure of the observable universe.

    The discussion also serves as a preview for galaxies and cosmology that we get to later in:

    1. Looking Out and Looking Back:

      The local observable universe is also the contemporary observable universe since as you look farther out, you look farther back in cosmic time and see the observable universe as it used to be due to the finite travel time of light due to the finite vacuum light speed c = 2.99792458*10**5 km/s (exact by definition) ≅ 3*10**5 km/s ≅ 1 ft/ns.

      Now the age of the universe in cosmic time (with zero time at the Big Bang) is currently determined to be 13.797(23) Gyr (Planck 2018) (see Wikipedia: Age of the universe). This very precise value is for Λ-CDM model (AKA concordance model) of cosmology (which fits all known observations pretty well and is our current standard model of the observable universe) and high accurate/precise data Planck 2018.

      The LOCAL or CONTEMPORARY observable universe can be loosely defined as being that part of the observable universe at lookback times substantially less than the age of the universe ∼ 13.8 Gyr.

      The observable universe and the local observable universe are spheres surrounding us---see the figure below (local link / general link: cosmos_artist_conception.html).


    2. Zooming Out:

      Now let's zoom out from us to get a better idea of the local observable universe and the whole observable universe.

      1. The night sky---which is really close to us: See the figure below (local link / general link: sky_map_winter.html):


      2. The night sky seen from the outside: See the figure below (local link / general link: milky_way_local.html):

      3. What we think the Milky Way looks like: See the figure below (local link / general link: milky_way_map.html):


      4. Our nearest neighbor large galaxy the Andromeda Galaxy (M31): See the figure below (local link / general link: galaxy_andromeda_m31.html):


      5. The Local Group seen from the outside: See the figure below (local link / general link: local_group.html):


      6. The nearby galaxy cluster the Virgo Cluster: See the figure below (local link / general link: galaxy_cluster_virgo.html):


      7. The local large scale structure: See the figure below (local link / general link: large_scale_structure_z_0x035.html):


      8. The observable universe in cartoons: See the figure below (local link / general link: observable_universe_cartoon.html):


    3. Cosmological Redshift:

      Recall that in angle, we know where astronomical objects easily---remember equatorial coordinates, right ascension (RA), declination.

      But what about in distance?

      Actually, NEITHER true physical distance nor lookback time are direct observables, except asymptotically for the nearby observable universe: i.e., relatively nearby galaxies.

      The only direct observable cosmological distance measure that can be obtained relatively easily to large physical distance and lookback time is the cosmological redshift

       z = (λ_observed-λ_emitted)/λ_emitted  , 
      where λ_emitted is the emitted wavelength of a source and λ_observed is the wavelength of the source.

      Because of the expansion of the universe, the wavelength of photons grow as they travel across spacetime: i.e., they redshift. See the figure below (local link / general link: cosmological_redshift_doppler_shift.html).


      The
      cosmological redshift only arises for galaxies beyond Local Group.

      So we don't have any cosmological redshift for the Local Group nor inside the Milky Way.

      Fortunately for this nearby region, distance (in all senses) and lookback time are exactly correlated: distance in light-years as a number equals nearly exactly lookback time in years as a number.

    4. Cosmological Distance Measures:

      Looking well beyond the Local Group, we need a cosmological model to go from cosmological redshift z to other cosmological distance measures.

      Currently, the Λ-CDM model (AKA concordance model) is highly favored.

      It fits all cosmological observations to within error given the best set of free parameters.

      For an explication and correlation of the cosmological distance measures, see the figure below (local link / general link: cosmos_distance_z_10000.html).


    5. A Natural Choice for the Defining the Local Observable Universe:

      Following from the discussion in the above figure (local link / general link: cosmos_distance_z_10000.html), one natural choice for defining the local observable universe is the observable universe closer than cosmological redshift z ≅ 0.5 (i.e, which corresponds to lookback time ∼ 5 Gyr and cosmological physical distance ∼ 6 Gly ≅ 2 Gpc).

      This choice is a natural one if we make the Sun define the natural units for stars etc. since we know the Sun's age ≅ 4.6 Gyr.

      This is NOT the only natural choice.

      In fact, one you should probably always specify local observable universe with a cosmological redshift z value for clarity. But most people seem to let context say what their choice is for the meaning of local observable universe.


  5. Star Shape and Structure

  6. Stars are spheres of hot gas.

    1. Stars are Hot:

      Stars are known to very hot because they are luminous and all matter is a gas at temperatures high enough to make stars as luminous as they are.

      Because of their high temperature, we can expect stars to be mainly plasmas.

      The surfaces will NOT be completely ionized for cooler stars like the Sun.

      Our expectations are, of course, met as the long history of stellar research shows.

    2. Stars are Spherical:

      Self-gravity will pull any sufficiently massive object into a spherical shape---unless it's held up by macroscopic kinetic energy like planetary systems, star clusters, galaxies, galaxy clusters, and accretion disks.

      So stars are spheres to first order.

      The short explication for why spherical shape for astronomical objects NOT held up by macroscopic kinetic energy:

      For the long explication, see the figure below (local link / general link: hydrostatic_equilibrium_sphere.html).


    3. Stellar Structure:

      What of stellar structure?

      In one sense, big hot balls of gas can't be so different in very essential aspects.

      The upshot is that in very essential aspects most stars will resemble the Sun in qualitative features even if being very distinct quantitatively.

      Consider the solar structure in the figure below (local link / general link: sun_structure_cutaway.html) which is considered very accurate. Recall the Sun we know very well since there are far more direct observations to determine and verify solar models.

      In a very general sense, all stars (that are NOT compact remnants) to be similar. They will have nuclear burning core or nuclear burning layers (if NOT cores), radiative zones, convection zones (nearly always as it turns out), photospheres, magnetic field phenomena, and stellar rotation.


    4. Stellar Structure Varies:

      Now although we expect stars (that are NOT compact remnants) to be a lot alike and like the Sun in a very general sense, in another sense stars must strongly vary since stars vary strongly in properties. For example, in their radiative zones and convection zones: see the figure below (local link / general link: star_convection_2b.html).


      The overwhelmingly important variable in determining
      star behavior is stellar mass---as somewhat illustrated in the figure below (local link / general link: star_natural_units_solar_units.html).

      The variation of star behavior with stellar mass is explicated in below and in subsequent IALs:



  7. Stellar Composition

    1. Overall Stellar Composition:

      The overall composition of most stars is approximately the primordial solar nebula composition (AKA solar composition) (shown in the figure below (local link / general link: solar_composition.html) except that the metals scale up (a bit) or down by one or more powers of ten depending on the absolute age of the star (e.g., 0.3 Gyr, 1 Gyr, 3 Gyr, 10 Gyr, 13.5 Gyr).


    2. Surface Stellar Composition:

      The composition of the surface of stars is easily known qualitatively from stellar spectroscopy when this can be performed.

      Using stellar spectroscopy supplemented by photometry, stellar atmospheres can be modeled to obtain quantitative composition and other parameters, most prominently photosphere temperature.

      The surface composition of most stars is very similar to the Sun.

      The surface of the Sun is illustrated in the figure below (local link / general link: noao_solar_eclipse_001c.html).


      There are some fraction of
      stars that are very deficient in hydrogen, but otherwise similar to the Sun in surface composition.

      The solar photopshere composition by mass fraction as of the best determination of 2009 is:

      
        hydrogen (H) 73.81 % 
      
        helium (He)  24.85 % 
      
        metals        1.34 % 
      (see Wikipedia: Metallicity: Mass fraction). Recall metals in astro jargon is everything which is NOT hydrogen or helium. The high precision of the above values is given by modeling techniques used to derive them. Yours truly would guess all the values have an uncertainty of order 0.1 at least.

      The deep interior (i.e., the core) of the Sun and other stars is richer in He because of ongoing nuclear fusion which is discussed in IAL 22: The Main Sequence Life of Stars.

      The H and He abundances are approximately accurate throughout the observable universe, except in those minor components: planets, asteroids, interstellar dust, humans, etc.

      The abundances of metals vary wildly from about 4 % down to 0.1 % or even much lower, but never 0 as far as we know (HI-414).

      The ratios of the metals among themselves often vary much LESS wildly.




  8. Luminosity, Flux, Photometry

  9. Now for luminosity, flux, and photometry.

    1. Luminosity:

      If we have a star's surface composition, photosphere temperature, and a few other details we won't mention here, we still lack at least one major free parameter for making a simple model.

      That free parameter could be any of mass, radius, or luminosity.

      None of these are direct observables in general, but luminosity is most accessible.

      Luminosity is a star's power output in electromagnetic radiation (EMR): i.e., what its "wattage" is.

      There is also luminosity per unit wavelength which is a form of the star's spectrum.

      Directly observed spectroscopy and photometry by themselves do NOT give luminosity. One needs more information as we discuss below.

      The range of star luminosities is illustrated in the Hertzsprung-Russell (HR) diagram in the figure below (local link / general link: star_hr_named_stars.html).

      We will discuss HR diagrams further in IAL 20: Star Basics II.


      Stellar
      luminosities vary tremendously as the above figure shows.

      The Sun's luminosity is

      
        L_☉ = 3.845*10**26 W
      
           (Cox-12).
      
        L_☉ is often used as a unit itself.  
      For stellar luminosity, L_☉ is a natural unit.

      The range of stellar luminosity is about 10**(-4) to 10**6 L_☉ (FK-414).

      The frequency distribution of stars with luminosity less than the Sun is rather uncertain and it is certainly hard to find up-to-date information on---someone must know, but NOT yours truly.

      The frequency distribution of stars with luminosity greater than the Sun decreases rapidly with luminosity (FK-414).

      Thus, very luminous stars are relatively rare, but their luminosity tends to make them very conspicuous.

        Question: What is the luminosity of the Sun?

        1. 60 W.
        2. 100 W.
        3. 3.845*10**13 W.











        No answers are right

        The luminosity of the Sun is 3.845*10**26 W (Cox-340).

        As far away as the Sun is, it is still brighter than a 100 W light bulb seen at ordinary room DISTANCES.

        Thus, you ought to know that the biggest number is the only answer that could be right.

        Of course, it's NOT right since yours truly is being mischievous.

    2. Flux:

      To measure luminosity and for many other purposes, one needs the concept of flux.

      Flux is used in various ways in physics. See the figure below (local link / general link: flux_generic.html) for a general view of flux in physics.


      Here we use it for
      electromagnetic radiation (EMR).

      The flux of a light beam is the power per unit area perpendicular to the beam direction integraged over some wavelength band.

      Flux per unit wavelength is a spectrum.

      One can use flux to mean flux per unit wavelength. As usual context must decide on the right meaning.

      Flux is what is observed by us from stars.

      Flux is a direct observable.

        Question: Brightness to the eye or any other light measuring device increases with light flux impinging on the eye or device.

        The brightness or flux of a source usually:

        1. decreases with DISTANCE from the source.
        2. does NOT depend on DISTANCE from the source.
        3. increases with DISTANCE from the source.











        Answer 1 is right.

        In subsection Luminosity Determination below, we will go into how flux decreases with DISTANCE from stars.

        Brightness doesn't always decrease with distance.

        One can have focussed light or converging light beams.

        Laser light from an ordinary laser stays tightly beamed although it does spread out slowly, and so has slowly decreasing flux????.

        The tight beaming is the reason why laser pointers work.

      A star's flux and DISTANCE are NOT an intrinsic star properties.

      They depend on the relative spatial positions of the star and the observer.

      A star could have any flux or DISTANCE from the Earth.

      But to know the INTRINSIC property luminosity, one must know flux and DISTANCE as it turns out.

      We'll show how to get the luminosity---without the complication of extinction---in the section Luminosity Determination below.

    3. Photometry (Reading Only):

      Measuring flux is in principle easy. One just uses standard measuring devices.

      But one CANNOT in practice measure total flux integrated (i.e., summed) over all wavelengths for stars because no one device will do that adequately and the Earth's atmosphere is opaque in many wavelength bands as we know from studying the solar spectrum in IAL 7: Spectra.

      Since one CANNOT measure total flux, one measures it in wavelength bands using spectroscopy and photometry.

      We discussed how spectroscopy was done in IAL 7: Spectra by using spectroscope containing diffraction gratings.

      Here we will just give a bit of a description of how photometry is done.

      A broad wavelength band is selected by mounting a passband filter on a telescope that lets through a range of wavelength (the passband) with a varying transmission.

        The transmission is ineluctable.

        One might want 100 % transmission in the passband and 0 % outside, but a practical passband filter will always give 0 % below the passband, then typically a rising transmission that never gets to 100 % followed by a decline back to 0 % at the upper wavelength of the passband.

      The EMR collected throught passband filter is the photometry for that passband filter.

      In the ultraviolet (UV), visible (roughly 0.380--0.750 μm), and infrared (IR), the most standard passbands are UBVRI passbands.

      The visible band and the other conventional wavelength bands are illustrated in the figure below (local link / general link: electromagnetic_spectrum.html).


      The transmission functions normalized to 1 for the
      UBVRI passbands are illustrated in the figure below (local link / general link: photometry_ubvri.html).


      Stellar atmosphere modeling typically must be used to go from a star's photometry to its total flux integrated over all wavelength.

      But that can be done usually straightforwardly.

      So after a bit of a story, total flux is in principle easy to determine.

      But we still need DISTANCE to a star in order to obtain luminosity from flux.


  10. Distance and Stellar Parallax

  11. The most straightforward way to measure DISTANCE to an astro-body is to use parallax which we briefly discussed in IAL 2: The Sky.

    This method is just that of a terrestrial surveyor.

    1. Parallax:

      Parallax is the shift in angular position of an object as one moves. The animation in the figure below (local link / general link: parallax_animation.html) illustrates parallax dynamically and shows that the remoter the object, the smaller the parallax.

      Parallax can also mean a particular angle shift itself.


      To use
      parallax, to measure distance we need a little angle lore and a little trigonometry.

      First, recall that the Greek theta θ is the customary physics symbol for angle. See the figure below (local link / general link: greek_alphabet.html).

      Second, recall

        There are 360° in a circle.
      
        1 degree = 60 arcminutes  = 3600 arcseconds
      
        1 arcminute = 60 arcseconds 


    2. Stellar Parallax:

      Stellar parallax is the parallax or shift in angular position of a star on the sky (i.e., relative to astronomical objects so remote that they show NO stellar parallax) as the Earth moves around the Sun.

      A second meaning of stellar parallax is the parallax angle for the movement of the Earth over a baseline of exactly 1 astronomical unit (AU) = 1.49597870700*10**11 m (exact).

      To understand stellar parallax, we introduce trigonometry---the only bit in this course. The little bit is introduced in the figure below (local link / general link: parallax_trigonometry.html).


      Stars are very distant and so their stellar parallaxes will be very small for any Solar System baseline.

      Note: baseline small, parallax small as illustrated in the figure below (local link / general link: parallax_small.html).


      The largest baseline feasible today is TWICE astronomical unit (AU): one makes measurements half a year apart as the Earth moves us 2 AU in space.

      Conventionally, though the fiducial baseline is 1 AU and the stellar parallaxes one measures with this baseline are conventionally called stellar parallaxes.

      So the conventional stellar parallax formula with r(AU)=1 is

      
        d(parsecs) = 1/θ(arcseconds) , where the
      
           parallax angles are always so small that we never need to
           worry about using a small angle approximation.  

      Stellar parallax for nearby stars is measured against the background of very remote stars which show NEGLIGIBLE stellar parallax.

      The figure below (local link / general link: parallax_stellar.html) illustrates how distances are determined using stellar parallax.

      Determining stellar parallax is NOT quite as simple in practice as the figure suggests.


    3. Actual Measurements of Stellar Parallax:

      Even the closest stars are so far away that they have sub-arcsecond parallax: it required the degree of astronomical accuracy first achieved in the 19th century to measure such small angles.

      Historically, the lack of observable stellar parallax was an argument against the moving Earth cosmologies since the time Aristotle (384--322 BCE)????, and thus an argument against heliocentric solar system as Johannes Kepler (1571--1630), for example, well understood. See the unmoving Earth in Aristotelian cosmology in the figure below (local link / general link: aristotle_cosmos.html).


      With
      stars pasted on a real celestial sphere centered on the Earth, there would be no stellar parallax.

      But stars are NOT pasted on a real celestial sphere, and so stellar parallax was eventually measured. See the figure below (local link / general link: friedrich_bessel.html) and Stellar parallax videos below that below (local link / general link: stellar_parallax_videos.html).


      Stellar parallax is further explicated in the Stellar parallax videos below.

        EOF

      An
      extraterrestrial map showing the locations of nearest stars and Table: Nearest Stars showing stellar parallaxes for some of these nearest stars are given in the figure below (local link / general link: star_table_nearest.html).


    4. Distances Between Stars:

      To digress for a moment on distances between stars, we note that inside galaxies the distances to nearest-neighbor stars (NOT in multiple star systems) are typically of order 1 parsec.

      Note:
      1. 1 parsec = 3.0856776*10**16 m = 3.2615638 lyr ≅ 3.26 lyr ≅ 3 lyr = 206265 AU (Cox-12).
      2. 1 solar radius = 6.95508*10**8 m = 0.4652*10**(-02) AU.
      3. The radii of largest stars <∼ 10 AU . Note the largest stars are red hypergiants (which are NOT main-sequence stars). The record largest star as of 2022 is Stephenson 2-18 at ∼ 10 AU in radius.

      Because stars are so small compared to interstellar distances, we CANNOT usually resolve even nearby large stars.

      The finite size they have to the naked eye and in most images is a result of the Earth's atmosphere, diffraction, and often observing technique.

      With special techniques some very large stars can be resolved barely from the GROUND. Those special techniques are still limited to bright objects.

      From space, above the fluctuating Earth's atmosphere---which makes stars twinkle---one can resolve a few very close, large stars with the Hubble Space Telescope (HST). For example, Betelgeuse (α ORI): see the figure below (local link / general link: betelgeuse.html).


        Question: Significant gravitational interactions between two stars are:

        1. frequent because gravity is a long-range force.
        2. extremely rare because stars are so small compared to interstellar distances.






        Answer 1 is right.

      Remember gravity is an inverse-square law force, and so falls off relatively slowly with distance unlike contact forces. See the inverse-square law behavior in the figure below (local link / general link: function_behaviors_plot.html).


    5. The Past and Future of Stellar Parallax Measurements:

      Ground-based observations have difficulty measuring very small angles accurately because of the fluctuations in the Earth's atmosphere.

      Without special techniques measuring angles much smaller than 0.3 arcseconds are very difficult.

      Smaller stellar parallaxes, and, thus greater distances, can be obtained from space.

      Below is a list of the past and future of space stellar parallax measurement missions.

      In fact, relative to stellar parallax, we are already living in the future.

      Space stellar parallax measurement missions:

      1. The European Space Agency (ESA) satellite Hipparcos (operational 1989--1993) had the capability of measuring parallaxes as small as about 0.01 arcseconds with 10 % accuracy and and 0.005 arcseconds with 20 % accuracy (Hipparcos summary):
          d_max = 1/theta_min = 100 pc  with 10 % accuracy for about 20,000 stars;
        
          d_max = 1/theta_min = 200 pc  with 20 % accuracy for about 50,000 stars.  
        Hipparcos distances out to about 500 pc were measured with lower accuracy (FK-587)???.

        Unfortunately, there seems to have been some calibration errors that left some distances very pseudo-precise, but NOT accurate????.

      2. NASA planned to launch the Space Interferometry Mission (SIM) sometime in the 2010s.

        Among other things, SIM was planned to be able to measure stellar parallaxes as small as 4*10**(-6) arcseconds. Note

          d_max = 1/theta_min = 1/4*10**(-6) = 2.5*10**5 pc
        
                = 250 kpc . 

        The disk of the Milky Way has a diameter of about 30 kpc (CK-379) and nearby dwarf galaxies are within about 300 kpc (FK-593).

        Thus, SIM would have given us distances all over the Milky Way and to nearby dwarf galaxies.

        It would NOT have been able to reach the nearest large galaxy, the Andromeda Galaxy (M31) at about 725 kpc (Cox-578).

        Alas, SIM was been defunded as of 2010 Sep24.

        SIM or a similar project might be revived at a later date.

      3. The European Space Agency (ESA) Gaia spacecraft (2013--2025?) is the future now and is explicated in the figure below (local link / general link: gaia_2013_2025.html).





  12. Luminosity Determination and Spectroscopic Parallax

  13. In this section, we consider luminosity and spectroscopic parallax.

    1. Luminosity Determination:

      For spherically symmetric light sources (i.e., those that radiate equally in all directions or have isotropic emission), luminosity, distance, and flux are related by an inverse-square law.

      The inverse-square law in this case just follows from the conservation of energy principle. See the figure below.

      The inverse-square law can be used to determine luminosity if one can measure flux F and distance r. The formula is

      L=(4πr**2)*F .

      For sufficiently nearby stars, one can use stellar parallax to determine distances and then measure flux correcting for Earth's atmosphere and, when possible, for extinction which causes deviations from the inverse-square law.

      Using the above formula, one obtains luminosity which is that major free parameter of stellar modeling as we've discussed above in subsection Luminosity.

    2. Spectroscopic Parallax:

      What of stars that are too far away for distance determinations from stellar parallax?

      Well, if we have determined the luminosities of nearby main-sequence stars of known spectral types using stellar parallax, then we can invert inverse-square law for luminosity and solve for distances using the known luminosities of the spectral types.

      The inverted formula is

      r=sqrt[L/(4*π*F)] .

      We are assuming the main-sequence stars of a given spectral type all have the same luminosity to within some range. The range becomes an uncertainty in the determination.

      The main-sequence stars of known spectral types with determined luminosities are, in fact, calibration standards. From the calibration standards we calibrated main-sequence stars of known spectral types as cosmic distance indicators.

      We call the distance determination method using them spectroscopic parallax.

      Note the name spectroscopic parallax is a misnomer since spectroscopic parallax is NOT a stellar parallax measurement. It uses stellar parallax measurements for calibration. However, spectroscopy is done to classify by spectral types remote main-sequence stars. So the "spectroscopic" part of spectroscopic parallax is correct.

      Distances from spectroscopic parallax are less accurate than the best distances from stellar parallax, but they can extend farther stars. However, in the age of the Gaia spacecraft (mission 2013--2025?) maybe NOT so much farther. For an explication of the Gaia spacecraft (2013--2025?) and its stellar parallax measurements, see the figure above (local link / general link: gaia_2013_2025.html).

      The lower accuracy of spectroscopic parallax compared to stellar parallax is because spectroscopic parallax distances depend on stellar parallax distances and on the stellar classification.

      Both of these dependencies introduce errors which are propagated to errors in the spectroscopic parallax measurements.

      Typically, spectroscopic parallax distances have uncertainties of order 10 % at best (CK-289; FK-430).

    3. Luminosity Distance:

      The distances obtained from the formula r=sqrt[L/(4*π*F)] given in subsection Spectroscopic Parallax assume that an astronomical object has NOT moved since the EMR was emitted (i.e., during the lookback time) and that extinction is negligible or has been corrected for.

      In the cases when the extinction is negligible or has been corrected for, the distance r calculated from r=sqrt[L/(4πF)] is NOT not a true physical distance, but is referred to as a luminosity distance.

      Luminosity distance is a direct observable in some cases for cosmologically remote astronomical objects and can be then used to fit the free parameters of some cosmological models.

      Luminosity distance is one of the direct observables that can go into fitting the free parameters of the Λ-CDM model (AKA concordance model) which was discussed above with the plot cosmos_distance_z_10000.html.

    4. The First Two Rungs of the Cosmic Distance Ladder:

      Stellar parallax and spectroscopic parallax are usually considered as, respectively, the 1st and 2nd rungs of the cosmic distance ladder. For an explication of the cosmic distance ladder, see section The Cosmic Distance Ladder below.

    5. Examples of Distances, Luminosities, and Other Stellar Quantities:

      As examples of various stellar quantities, we can look at the distances, luminosities, and other stellar quantities (star names, Bayer designations, spectral types, luminosity classes, and relative fluxes for brightest stars in Table: Stars of Highest Apparent Brightness below (local link / general link: star_table_brightest_apparent.html).


      We can locate some of the brightest stars in the winter sky on the winter sky map in the figure below (local link / general link: sky_map_winter.html).


      For example,
      Sirius, Betelgeuse, and Aldebaran are all in the vicinity of Orion.

      1. Sirius (the Dog Star) is to the south-east of Orion.
      2. Betelgeuse is Orion's eastern shoulder
      3. Aldebaran is the eye of Taurus. One can find it by following a smooth curve from Sirius through Orion's belt and curving northward to Taurus.


  14. The Cosmic Distance Ladder

  15. Stellar parallax and spectroscopic parallax are two ways of finding distances beyond the Solar System.

    Spectroscopic parallax can reach to farther distances, because we can determine a star's spectral type to distances beyond where we can determine its stellar parallax.

    But spectroscopic parallax depends on stellar parallax to determine the luminosities of the spectral types.

    Thus, it is NOT such a basic means of determining distances: it is in fact calibrated using stellar parallax distances.

    Stellar parallax and spectroscopic parallax are, respectively, the 1st and 2nd rungs of what is called the cosmic distance ladder---or just the distance ladder for short.

    The distance ladder is a series of methods for determining distances: the methods constitute the RUNGS.

    Each RUNG determines farther distances than the next LOWER RUNG, but is usually calibrated by the next LOWER RUNG or other LOWER RUNGS, and thus has lower accuracy than the next LOWER RUNG.

    Thus, the farther out we go in the observable universe, the less accurate our distance determinations become.

    There are ways of skipping RUNGS, but they have their own uncertainties.

    Actually, the distance ladder is more like a network than a ladder with complicated interrelationships between the rungs.

    The cosmic distance ladder is explicated in the figure below (local link / general link: cosmic_distance_ladder.html).