Astronomy & Celestial Mechanics
the sky, computed
Concept

Malmquist bias — where it appears

The tendency of a flux-limited sample to contain only the brightest members at large distances, so that the mean luminosity of the sample rises with distance. Correcting for it requires knowing the luminosity function, which is what the sample was meant to measure.

Named by 11 essays across 4 fields — each of them below, with the objects they name alongside it.

What each method can see. Planet mass against orbital distance, both logarithmic, with the detection threshold of each method drawn as the boundary it actually is. Radial velocity at 1 m/s needs mass rising as √a; astrometry at 20 µas needs it falling as 1/a, which is the only method that gets easier further out; a 100 ppm transit is a threshold on radius and so a horizontal line at about 1.4 Earth masses, cut off at 1.21 AU by the need for three transits in 4 years; direct imaging begins outside the diffraction limit, 0.6 AU at 10 parsecs for a 39 m aperture at 10 µm. The solar system is drawn on top: for two decades every one of its planets except Jupiter lay outside every region, which is the whole of what the early census was measuring.

Every survey draws a different sky

The first exoplanets found were enormous and impossibly close to their stars. That was not a discovery about planets. It was a measurement of what a 10 m/s spectrograph watching for three years is able to see.

exoplanets · Detection bias Tully–Fisher, from two assumptions and no fitting. 44 model galaxies spanning two and a half decades in luminosity, each built from a constant disc surface brightness of 380 L☉ per square parsec with 0.13 dex of scatter and a stellar mass-to-light ratio of 1.4 with 0.1 dex. Nothing about a luminosity–speed relation is put in: the scale length follows from the surface brightness, the mass from the light, and the speed from v² = GM/R. The construction makes L ∝ v⁴ exactly, so the true slope is −10.0 magnitudes per decade of speed. Least squares of magnitude on log speed returns -8.45, and the reverse regression -9.15: the scatter here is scatter in the speed at fixed luminosity, and error in the abscissa flattens a fitted slope, so neither fit returns the value the family was built with and the distance between them is the size of the effect. Residual scatter about the drawn line is 0.54 magnitudes. Observed slopes run from about −7.5 in blue light to −10 in the near infrared, where the mass-to-light ratio is steadiest — which is the same statement as the second assumption above.

A line width that is a distance

The width of a galaxy's hydrogen line depends on how fast it rotates, which depends on its mass, which is tied to its luminosity — so a quantity no distance enters gives an absolute brightness, and the distance follows from the brightness that is seen.

galaxies · Tully–Fisher What distance does, and does not, do to a galaxy. Three quantities against distance, each relative to its value at 5 Mpc, on logarithmic axes so that a power law is a straight line and its exponent is the slope. Flux falls with slope −2 and angular size with slope −1, both of which are ordinary. Their ratio has slope zero: a galaxy of surface brightness 23.5 magnitudes per square arcsecond has that surface brightness at every distance, and a sky of 22 is brighter than it at every distance too. The contrast against the sky — the quantity that decides whether the thing is detectable at all — is -1.5 magnitudes wherever it is put.

The brightness distance cannot touch

Flux falls as the inverse square of distance and so does solid angle, so their ratio does not fall at all. A galaxy's surface brightness is the same number wherever it is put, which means whole populations can be undetectable at any distance whatever.

galaxies · Surface brightness The luminosity function has a knee, and the knee is the point. A Schechter function with a faint-end slope of -1.25, a characteristic magnitude of -20.9 and a normalisation of 0.0093 per cubic megaparsec per magnitude, plotted logarithmically. Fainter than the knee the curve is a straight line — a power law — and brighter than it the count falls off exponentially, which is why there is no such thing as a galaxy ten times brighter than the brightest. Integrated across the range drawn, galaxies brighter than the knee are 1.3 per cent of the number and 26 per cent of the light: almost every galaxy is a dwarf, and almost all the light is not in one.

A count with a knee in it

Count galaxies by luminosity and the answer is a power law at the faint end and an exponential cut-off at the bright one. Almost every galaxy is a dwarf; almost none of the light is in one; and the bend between those two statements is where galaxy formation stops being efficient.

galaxies · Luminosity function A sample that gets brighter with distance because the faint ones drop out. The mean absolute magnitude of a magnitude-limited sample, relative to the population it is drawn from, against distance. The population has a spread of 0.5 magnitudes about a mean of -4, and the survey stops at apparent magnitude 20. Nearby, everything is detected and the sample is unbiased. Beyond about 316228 parsecs the faint end of the distribution starts falling below the limit and the survivors are brighter than average; further out the bias deepens without limit, because eventually only the extreme tail is detectable. The horizontal line is the classical Malmquist value of 1.382 times the square of the spread, which is what the bias averages to over a magnitude-limited sample as a whole — it is a property of the sample rather than of any one object, and using it as a correction for an individual star is a common and specific mistake.

A sample brighter than the population it came from

Every survey stops at some apparent brightness. At any distance it therefore contains only the objects luminous enough to make the cut, so the average object in it is brighter than the average object in the universe — by an amount that grows with distance and that has been shortening every distance in astronomy since 1920.

starlight · Distance ladder Where the axes of rapid rotators point, in a sample chosen by brightness, at a darkening exponent of 0.19. The distribution of rotation-axis inclinations — 0° pole-on, 90° equator-on — for gravity-darkened stars whose axes point at random in space, surveyed down to a limit in apparent brightness, with the surface temperature following the local gravity to the power 0.19. The dashed curve is random orientation, which puts 13.4 per cent of stars within 30° of pole-on. At 0.9 of the critical rotation rate a star looks 1.093 times as luminous pole-on as equator-on, the survey reaches correspondingly further for the pole-on ones, and 14.4 per cent of the sample lies within 30° of pole-on; the nearly pole-on stars are 1.09 times as common as random orientation would make them. At 0.98 of the critical rotation rate a star looks 1.188 times as luminous pole-on as equator-on, the survey reaches correspondingly further for the pole-on ones, and 15.3 per cent of the sample lies within 30° of pole-on; the nearly pole-on stars are 1.19 times as common as random orientation would make them. Averaged over random orientations the apparent luminosity of each star equals its true luminosity to better than half a per cent, as it must; the tilt towards pole-on comes entirely from choosing stars by how bright they look.

The pole-on stars a brightness limit prefers

A rapidly rotating star looks brighter and hotter from its pole than from its equator, so a survey that picks stars by how bright they look should pick more of them pole-on. It does — and the surprise is how little. Averaged over random orientations, a gravity-darkened star's apparent luminosity is exactly its true one, because every photon goes somewhere; a brightness limit restores only a fraction of a per cent of bias, while the error in any single star is ten times larger and of either sign.

starlight · Gravity darkening A velocity error that grows with distance. The uncertainty in one galaxy's peculiar velocity, v = cz − H₀d, against its distance in Mpc/h, when the distance comes from an indicator with a fractional error of 5 per cent, 20 per cent, 25 per cent (type Ia supernovae, 5%; Tully–Fisher, 20%; fundamental plane, 25%). The redshift is exact to a few kilometres a second, so the whole error is the distance error times H₀, and it grows in proportion to the distance. The horizontal line is the rms velocity of a galaxy along one direction in linear theory for the model drawn, 302 km/s. Each galaxy's own velocity is measured to better than its own size only inside 60 Mpc/h for 5 per cent, 15 Mpc/h for 20 per cent, 12 Mpc/h for 25 per cent; beyond that a single velocity is mostly noise, and a velocity survey is useful only as an average over many galaxies.

Velocities that see past the edge of the map

A redshift survey infers the motions of galaxies from the distortions of its own map. A peculiar-velocity survey measures them directly, one galaxy at a time, by subtracting a distance from a redshift — and every one of those measurements is dominated by its own error beyond a few tens of megaparsecs. What makes the survey worth doing is that a velocity answers for structure far larger than the volume it is measured in.

cosmology · Large-scale structure The black holes that can be weighed are the heavy ones. 4000 synthetic galaxies spread evenly through a sphere of 120 megaparsecs, with black-hole masses scattered by 0.45 dex about an M–σ relation of slope 4.24 (faint points), and the 511 whose spheres of influence exceed 0.1 arcseconds (filled), which are the ones a dynamical measurement can resolve. At a given dispersion a heavier black hole has a larger sphere and is resolvable further away, in a larger volume, so the resolved sample is dominated by holes above the relation. Fitted to the resolved galaxies alone, the relation comes out with normalisation 8.74 and slope 2.95 (dashed), against 8.11 and 4.20 for all of them (solid) — 0.63 dex too high at 200 km/s, and more at low dispersions.

The black holes that can be weighed are the heavy ones

A black hole's mass is measured from the motions of stars or gas only inside its sphere of influence, the region where its gravity beats the galaxy's, and that region has to be resolved. At a given galaxy, a heavier hole rules a larger sphere and can be weighed further away, in a much larger volume — so the sample of weighed holes is drawn from the top of the distribution, and the relations built from it describe the heavy end of every galaxy rather than the typical one.

galaxies · Galactic nuclei A calibration sample, and the stars a precision cut keeps. Measured parallax against apparent magnitude for one star in four of a simulated sample of 8000 standard candles of absolute magnitude 0.5 and intrinsic scatter 0.15 mag, spread through a disc 15 kpc in radius and 300 pc thick and catalogued to magnitude 16. The parallax axis is stretched near zero so the negative measurements show. The solid curve is the parallax a star of exactly the calibrated luminosity would have at each magnitude, and the dashed curve is the cut ϖ/σ = 5: stars above it are the "good parallaxes" a calibration usually keeps. It keeps 3242 of the 8000, 41 per cent, and at faint magnitudes the curve it cuts through runs through the middle of the stars rather than below them, so the ones kept there are the ones whose errors pushed their parallaxes up. 45 stars have negative parallaxes; no inversion can use them, and a fit in parallax space uses them like any other.

A calibration chosen by the measurement it calibrates

A standard candle is calibrated on stars with good parallaxes, and "good" is decided by the parallax itself — so the calibrators are the stars whose errors happened to push them nearer. Correcting each star's distance afterwards does not repair it, because the correction needs a picture of where the sample's stars really lie, and that picture depends on the luminosity being calibrated. What works is to choose nothing, keep every star with the negative parallaxes included, and fit the candle by predicting the parallaxes rather than inverting them.

starlight · Parallax More pairs on the target list than in the sky. The fraction of a magnitude-limited survey's targets that are unresolved binaries, against the fraction of stars in the volume that are, for companions with mass ratios spread evenly between a tenth and one. For solar-type stars, of which about 45 per cent have a companion, the target list holds 53 per cent binaries if the stars fill space uniformly, 50 if the survey reaches beyond the disc. The excess is modest on average because most companions are faint; it is concentrated in the near-equal pairs, which a magnitude limit over-represents by up to a factor of 2.8.

A target list that counts pairs twice

A planet survey chooses its stars by how bright they look, and an unresolved pair of stars looks brighter than either alone. A twin pair is seen from 2√2 times the volume a single star is, so a magnitude-limited target list holds more binaries than the Galaxy does, weighted towards exactly the near-equal pairs that dilute a transit most. The survey then counts its planets per target, and a target is not a star.

exoplanets · Detection bias Three reasons the flicker slows with redshift, only one of them cosmology. The observed flicker timescale of the faintest quasars a flux-limited survey can see, relative to its value at redshift 0.2, logarithmic, separated into its causes: time dilation alone (a factor 5.0 by redshift 4); the bluer rest-frame wavelength a fixed band samples at higher redshift, which shortens the timescale (×0.78); and the heavier black holes the flux limit selects (×15.3). Together, ×49.9. Read as a power of (1+z) the total has exponent 2.74 where dilation alone has 1.00: a test that does not hold mass and wavelength fixed measures the selection, not the expansion.

A clock that flickers without a tick

If the universe expands, every process seen at redshift z runs (1+z) times slow. A supernova carries a calibrated clock and shows it. A quasar's light wanders with no period at all, and its characteristic timescale grows with the mass of its black hole and shrinks with the colour it is seen in, both of which change with redshift in any real survey. Reading the dilation from quasars means holding those fixed first, and on a short enough baseline the measurement hides the effect it is looking for.

cosmology · Expansion

Named alongside it

The objects these essays reach for when they reach for this one.

Selection effectStandard candleCompletenessDetection limitDistance indicatorFreeman's lawLuminosity functionMass-to-light ratioSelection functionTully fisher relationVolume-limited sampleAdaptive optics

All concepts