Galaxies

The factor that multiplies every quasar mass

A reverberation lag and a line width give a length times a velocity squared, which is a mass multiplied by an unknown number of order one. That number is fixed by making a few dozen nearby active galaxies lie on a correlation measured in quiescent ones — so every black-hole mass at redshift two rests on a fit performed at redshift zero.

Assumes Quasars, Velocity dispersion and Galactic nuclei.

The first rung of this anchor got a length out of a delay: the broad lines follow the continuum by days to weeks, the delay is a light-travel time, and a length inside an unresolvable object is an extraordinary thing to have. Multiply it by the square of the line width and divide by the gravitational constant, and the units are a mass.

The units are a mass. The quantity is not, quite. What comes out of that arithmetic is

MBH  =  fcτΔV2GM_{\rm BH} \;=\; f\,\frac{c\,\tau\,\Delta V^2}{G}

and ff is a dimensionless number of order unity that encodes everything about the geometry and the kinematics of the emitting gas — how flattened it is, how it is inclined, whether the motions are orbits or a wind, and which part of the line profile the width was measured on. Nothing in the observation constrains it. The product cτΔV2/Gc\tau\Delta V^2/G is called the virial product, and it is what a reverberation campaign actually measures.

A single-epoch mass, good to a factor of 2.6. The error budget of a black-hole mass obtained from one spectrum, as probability densities in the logarithm of the ratio of the estimate to the truth. Four independent widths go in. The radius comes from the luminosity through a relation with 0.19 dex of scatter about it. The line width has to be measured on a profile that is blended with narrow lines and with iron, and it enters the mass squared, so 0.12 dex. The luminosity was not measured at the epoch the relation was calibrated for and the object has varied since, which is 0.053 dex. And the term this figure exists for is orientation: the virial factor is one number fitted to a sample, every individual object has its own according to how its broad-line region is inclined, and the spread of that is 0.35 dex — the largest of the four by some margin. In quadrature the total is 0.42 dex — a factor of 2.6 — and the drawn total's half-width is checked against that combination rather than assumed. The bracket at the foot is a different kind of error and is not in the quadrature: the absolute calibration of the virial factor, uncertain by about a factor of 3, which moves every quasar mass ever published by the same 0.24 dex and widens nothing.
Fig. 1 The error budget of a black-hole mass obtained from a single spectrum, as densities in the logarithm of the estimate divided by the truth. Four independent widths combine in quadrature to 0.42 dex — a factor of 2.6 — and the largest of them is not the radius–luminosity relation or the line width but the orientation, because the virial factor is one number fitted to a sample and every individual object has its own. The bracket at the foot is a different animal: the absolute calibration of that factor, uncertain by about a factor of three, which moves every quasar mass ever published by the same 0.24 dex and widens nothing.

The distinction the bracket makes is the essay’s subject. A scatter can be averaged down by observing more objects. A factor cannot.

From a campaign to a catalogue

Reverberation mapping is expensive. It needs a spectrum every few days for months, on one object, and the delay it returns is a few tens of days for a modest active nucleus and hundreds for a luminous quasar.

A 40-day delay, recovered at 40 days from two curves that share no wavelength. Above: a quasar's continuum, drawn as a damped random walk with a 200-day damping time, and the broad emission line responding to it. The line curve is the continuum convolved with a top-hat response of half-width 40 days, so it is later and smoother — it varies only 63 per cent as much, because at any instant it is an average of the continuum over a range of light-travel times. Below: the cross-correlation of the two, which peaks at 40 days. That number is a length: 40 light-days is 10¹⁵ metres, or 6926 astronomical units, and it has been measured for an object that subtends 6.9·10⁻⁵ arcseconds at a hundred megaparsecs — some thirty times finer than the best optical interferometry has ever resolved anything, and reached here with a photometer and a clock. The irregularity of the continuum is what makes this work. A periodic source would give a cross-correlation with many equal peaks and no way to choose; a random one gives a single peak, and the whole method rests on active nuclei being erratic.
Fig. 2 A forty-day lag recovered from a five-hundred-day campaign sampled every two days, with the continuum varying on a two-hundred-day timescale. The cross-correlation returns 40 days. Both halves of that sentence are requirements: the campaign has to be several times the lag, so that the same feature is seen in both curves and seen more than once, and the sampling has to be much finer than the lag, so that the cross-correlation has a peak rather than a plateau. Neither requirement is met by accident, and the number of objects for which they have been met in seventy years is a few hundred.

What turns a few hundred campaigns into a hundred thousand masses is an empirical relation between the lag and the luminosity, which is what the first rung ended on. The physics behind it is almost too simple: the broad-line gas sits where the ionising flux gives the right ionisation state, and a fixed flux at a distance means the distance goes as the square root of the luminosity.

Slope 0.51, scatter 0.18 dex, and a mass from one spectrum. Broad-line-region radius against continuum luminosity, for 60 objects drawn from the published relation R ∝ L^0.533 with its measured scatter of 0.19 dex, and refitted here: the line through them has slope 0.508 and the points scatter by 0.181 dex about it. The exponent is close to a half for a reason that is almost geometrical — the gas sits where the ionising flux takes a particular value, and a fixed flux at distance R from a source of luminosity L means R goes as √L. This relation is what turned a decades-long monitoring programme into a survey tool. Measuring a lag needs years of light curves and has been done for a few dozen nuclei; the relation converts a single spectrum into a radius through the luminosity and into a velocity through the line width, and a hundred thousand black holes have been weighed that way. At the 5000 km s⁻¹ typical of a broad line, a nucleus at L₅₁₀₀ = 10⁴⁴ erg s⁻¹ comes out at 7.1·10⁸ solar masses. What that number carries with it is the virial factor: the geometry of the region, unmeasured for any individual object, a factor of about 3 wide, and calibrated as a population average against the handful of galaxies whose black holes can also be weighed from resolved stellar motions. Every quasar mass in every catalogue is a measurement times a number that was fitted to a different sample.
Fig. 3 Sixty objects with measured lags against their continuum luminosities, drawn at 0.19 dex of scatter and returning a fitted slope of 0.51 — indistinguishable from the half-power that a fixed ionising flux at a fixed ionisation state requires. The dashed diagonals are the masses that follow at a line width of 5000 km s⁻¹. The relation is what converts a survey spectrum into a radius, and its scatter, 0.18 dex here, is the first of the four terms in the budget above.

A single-epoch mass is then: measure the continuum luminosity from the spectrum, get a radius from the relation, measure the width of a broad line in the same spectrum, and multiply. One exposure, one mass, and no waiting.

Why the region is where it is

The half-power is worth pausing on, because it is the one part of this chain that is a derivation rather than a fit, and because it explains what the scatter is scatter in.

The state of photoionised gas is governed by the ionisation parameter — the ratio of the density of ionising photons arriving to the density of particles waiting for them. Gas at a given ionisation parameter emits a given line strongly; gas an order of magnitude either side does not. The photon density at distance RR from a source of ionising luminosity LL goes as L/R2L/R^2, so a fixed ionisation parameter at a fixed gas density means RLR \propto \sqrt{L} exactly. The broad-line region is not a place with edges; it is wherever the gas happens to be that satisfies that condition, and it moves outwards as the square root of the luminosity because the condition does.

Two things follow. The first is that the relation should hold across the whole quasar population without a break, which is roughly what is observed over four decades of luminosity. The second is that its scatter is a scatter in gas density and in the shape of the ionising continuum — two properties that differ from object to object and that nothing in a survey spectrum reveals. That is why the 0.19 dex is not going to be reduced by better photometry.

There is also a check available inside a single object, and it works. Different lines have different ionisation parameters, so they should reverberate at different radii — higher-ionisation lines closer in, moving faster. Measured, they do: in the best-studied nuclei the high-ionisation lines return shorter lags and broader profiles, and the product of lag and width squared is the same for all of them. That consistency is the strongest evidence that the motions are gravitational rather than a wind, and it is a test the method could have failed.

The four widths

A single-epoch mass, good to a factor of 3.0. The error budget of a black-hole mass obtained from one spectrum, as probability densities in the logarithm of the ratio of the estimate to the truth. Four independent widths go in. The radius comes from the luminosity through a relation with 0.30 dex of scatter about it. The line width has to be measured on a profile that is blended with narrow lines and with iron, and it enters the mass squared, so 0.12 dex. The luminosity was not measured at the epoch the relation was calibrated for and the object has varied since, which is 0.053 dex. And the term this figure exists for is orientation: the virial factor is one number fitted to a sample, every individual object has its own according to how its broad-line region is inclined, and the spread of that is 0.35 dex — the largest of the four by some margin. In quadrature the total is 0.48 dex — a factor of 3.0 — and the drawn total's half-width is checked against that combination rather than assumed. The bracket at the foot is a different kind of error and is not in the quadrature: the absolute calibration of the virial factor, uncertain by about a factor of 3, which moves every quasar mass ever published by the same 0.24 dex and widens nothing.
Fig. 4 The same budget with the radius–luminosity scatter taken at 0.30 dex instead of 0.19, which is roughly what it becomes when the sample is not restricted to well-sampled campaigns and the host-galaxy starlight has not been carefully subtracted from the continuum. The total rises from 0.42 to 0.48 dex — a factor of 3.0. Doubling the largest visible term moves the answer by a sixth, which is the ordinary behaviour of a quadrature sum and the reason improving one step of this chain buys so little.

The terms deserve to be named individually, because they fail in different ways.

The radius. The relation’s scatter is partly real and partly an artefact of the continuum measurement: at low luminosity the host galaxy’s starlight contributes most of the light in the aperture, and subtracting it needs an image the survey may not have. Objects whose luminosity is overestimated get radii and masses that are too large.

The line width. A broad line is measured on a profile blended with narrow-line emission at its core and with a forest of iron lines across its wings, and the answer depends on whether the width is taken as the full width at half maximum or as the second moment of the profile. Those two differ by a factor of about two for a typical profile, and they differ differently for different profile shapes — so the choice is not a convention that cancels. The width enters the mass squared, which doubles whatever error it carries.

The variability. The luminosity in the survey spectrum is the luminosity on one night. The object was brighter or fainter when the relation was calibrated for it, and a quasar varies by a few tenths of a magnitude on the timescales that matter. This is the smallest term and the only one that would shrink with repeated observation. It is also the one that carries a subtlety: the gas takes a light-crossing time to respond, so the radius appropriate to tonight’s spectrum is the radius set by the luminosity of some weeks ago, and a rapidly varying object is being assigned a radius it has not yet reached.

The orientation. And the largest.

A flattened broad-line region is not an assumption made for convenience. The evidence for it is that radio-loud objects seen face-on, identified as such by their beamed jets, systematically show narrower broad lines than those seen edge-on — a correlation between an orientation indicator and a line width that has no explanation if the gas moves isotropically. The consequence is that a single ff is a population average over an unknown viewing angle, and that a mass derived with it is wrong by a factor that depends on which way the object happens to point.

A broad-line region that is a flattened rotating structure presents a line width that depends on how it is inclined: face-on, the orbital motion is across the line of sight and the line is narrow; edge-on it is broad. The mass inferred from a fixed ff therefore scales roughly as 1/sin2i1/\sin^2 i, and the spread of inclinations across a sample is a spread in mass of about a third of a dex.

Two geometries, two shapes, and the same centroid at 40.0 days. The delay distribution — the transfer function — for two arrangements of gas at the same radius of 40 light-days. A thin spherical shell gives the flat response: light from the near face arrives with no delay, light from the far face is delayed by twice the light-crossing radius, and every delay between is equally likely because equal solid angles cover equal ranges of cos θ. A thin ring inclined at 15° gives the double-horned shape: the projection of a circle onto the line of sight is stationary at the two ends, so the response piles up there. The shapes are completely different and their centroids are the same, 40.0 against 40.0 days. That is the systematic error of the whole method stated as a picture. A cross-correlation measures the centroid, so it measures the radius correctly for either geometry — and the mass needs the radius and the relation between the measured line width and the true orbital speed, which depends entirely on which of these two the gas actually is. That relation is the virial factor, it is a factor of about 3 wide, and recovering it needs the whole transfer function rather than its centroid — which needs light curves ten times better sampled than the ones that give the lag.
Fig. 5 Why the inclination is not measurable from the same data. Two geometries — a thin spherical shell and a flattened distribution inclined at 15 degrees — produce delay distributions of quite different shapes, and the same centroid at 40.0 days. The lag is a centroid; a centroid is one number; and one number cannot distinguish two shapes. Recovering the shape needs the delay measured separately across the line profile, which is velocity-resolved reverberation mapping, and it exists for about a dozen objects.
A single-epoch mass, good to a factor of 1.8. The error budget of a black-hole mass obtained from one spectrum, as probability densities in the logarithm of the ratio of the estimate to the truth. Four independent widths go in. The radius comes from the luminosity through a relation with 0.19 dex of scatter about it. The line width has to be measured on a profile that is blended with narrow lines and with iron, and it enters the mass squared, so 0.12 dex. The luminosity was not measured at the epoch the relation was calibrated for and the object has varied since, which is 0.053 dex. And the term this figure exists for is orientation: the virial factor is one number fitted to a sample, every individual object has its own according to how its broad-line region is inclined, and the spread of that is 0.12 dex — smaller here than the radius from L term, which is what this particular setting is asking about. In quadrature the total is 0.26 dex — a factor of 1.8 — and the drawn total's half-width is checked against that combination rather than assumed. The bracket at the foot is a different kind of error and is not in the quadrature: the absolute calibration of the virial factor, uncertain by about a factor of 3, which moves every quasar mass ever published by the same 0.24 dex and widens nothing.
Fig. 6 The same budget with the orientation term reduced from 0.35 dex to 0.12 — what a mass would be worth if each object’s inclination were known individually rather than absorbed into a sample average. The total falls from 0.42 dex to 0.25, a factor of 1.8 instead of 2.6. That is the prize for velocity-resolved campaigns, and it is why they are attempted on objects for which everything else is already known.

Where the factor comes from

The four widths above all assume ff is right. Establishing that it is right is a separate exercise, and it involves no quasars.

Quiescent galaxies with resolvable centres have black-hole masses from stellar or gas dynamics — orbits, measured, in a potential. Those masses correlate tightly with the bulge’s stellar velocity dispersion, which is the same quantity a galaxy’s own support is read from, through a relation that spans three decades in mass. The calibration is to assume that the active galaxies obey the same relation, and to choose the single ff that puts them on it.

The virial factor, fitted at redshift zero: f = 4.2. Black-hole mass against bulge velocity dispersion, both logarithmic. The line is the relation quiescent galaxies define — log M = 8.49 + 4.38 log(σ/200) — whose masses come from resolved stellar and gas dynamics in nearby galaxies and involve no reverberation at all. The lower points are what a reverberation campaign delivers before any geometry is assumed: the virial product, lag × width² ÷ G, which is a mass multiplied by an unknown dimensionless factor of order unity. Sliding the points vertically until they sit on the line fixes that factor, and here it comes back as 4.15 against the 4.3 the sample was built with. This one number, fitted to 34 objects at redshift zero, multiplies every black-hole mass in every quasar catalogue at every redshift. Two things follow and both are uncomfortable. Any evolution in the M–σ relation itself is absorbed into f rather than measured, so a study of black-hole growth using these masses has assumed the answer at the calibration step. And the scatter of the relation, 0.29 dex, is a floor on how well f can ever be determined from a sample this size.
Fig. 7 Black-hole mass against bulge velocity dispersion. The line is the relation quiescent galaxies define from resolved dynamics, with no reverberation anywhere in it. The lower points are the virial products a reverberation campaign delivers before any geometry is assumed — a mass times an unknown factor — and sliding them vertically onto the line returns 4.15 for that factor, against the 4.3 the sample was built with. This one number, fitted to a few dozen objects at redshift zero, multiplies every black-hole mass in every quasar catalogue at every redshift.

The correlation being used has its own history worth a sentence, because it is not obvious that it should exist at all. A black hole’s gravitational influence extends over a few parsecs; a bulge is thousands. The hole knows nothing about the bulge’s dispersion and the bulge knows nothing about the hole’s mass, and yet the mass at the centre that is not stars tracks that dispersion to the fourth power with less than a third of a dex of scatter. Whatever produces that relation is a coupled history rather than a force, and using it as a calibration means importing whatever that history was.

Two consequences follow immediately and both are awkward.

A third consequence is quieter and affects what the sample can be. The calibration needs a bulge velocity dispersion, which needs stellar absorption lines, which needs the nucleus not to outshine its host. That restricts the calibrating sample to the least luminous active galaxies — Seyferts rather than quasars — and the factor fitted on them is then applied to objects a thousand times brighter, whose broad-line regions are a hundred times larger and whose accretion rates are entirely different. Whether ff is the same for both is not known and is not testable with the data that exist. It is assumed, and the assumption is the same shape as the one that lets two colours and almost nothing between them stand in for a galaxy’s whole history.

The first is that any evolution in the M–σ relation itself is absorbed into ff rather than measured. A study asking whether black holes grew before their bulges or after uses masses whose zero point was fixed by assuming the relation does not evolve. The circularity is not fatal — the evolution being sought is in the ratio at high redshift and the calibration is local — but it is the kind of dependence that has to be stated, and often is not.

The second is that the scatter of the relation used for the calibration, about 0.29 dex, sets a floor on how well ff can be determined from a sample of a few dozen. That floor is the factor-of-three bracket in the first figure.

The virial factor, fitted at redshift zero: f = 1.5. Black-hole mass against bulge velocity dispersion, both logarithmic. The line is the relation quiescent galaxies define — log M = 8.49 + 4.38 log(σ/200) — whose masses come from resolved stellar and gas dynamics in nearby galaxies and involve no reverberation at all. The lower points are what a reverberation campaign delivers before any geometry is assumed: the virial product, lag × width² ÷ G, which is a mass multiplied by an unknown dimensionless factor of order unity. Sliding the points vertically until they sit on the line fixes that factor, and here it comes back as 1.49 against the 1.5 the sample was built with. This one number, fitted to 20 objects at redshift zero, multiplies every black-hole mass in every quasar catalogue at every redshift. Two things follow and both are uncomfortable. Any evolution in the M–σ relation itself is absorbed into f rather than measured, so a study of black-hole growth using these masses has assumed the answer at the calibration step. And the scatter of the relation, 0.29 dex, is a floor on how well f can ever be determined from a sample this size.
Fig. 8 The same calibration performed with a smaller sample and returning a much smaller factor, 1.5. That is not an error: published values genuinely range from about 1 to about 6, and the spread is mostly a matter of which width the virial product was formed with. A factor near 1 belongs with widths measured as the second moment of the line; one near 4 or 5 belongs with the full width at half maximum. A quoted mass is therefore uninterpretable without knowing which convention produced it, and mixing catalogues that used different ones introduces an offset larger than anything in the error budget.

What is actually measured

Assembling the chain end to end makes the length of it plain. A survey records a spectrum. From it come a continuum flux and a line profile. The flux becomes a luminosity through a distance, which comes from a redshift and a cosmology. The luminosity becomes a radius through a relation calibrated on a few hundred campaigns. The profile becomes a width through a decomposition into broad, narrow and iron components. Radius times width squared over GG becomes a virial product. And the virial product becomes a mass through a factor fitted at redshift zero against a correlation whose own masses came from a different technique entirely.

Six steps, of which two are empirical relations and one is a fitted constant. Only the first two are measurements in the sense that an instrument recorded them; the rest are conversions, and each conversion was established on a sample of objects that is not the object being measured. It is worth saying plainly that this works — the masses are not nonsense, they order objects correctly, and they reproduce independent estimates where those exist. But an ordering good to a factor of three is what it is, and the quantities most often computed from these masses are the ones least tolerant of it. The Eddington ratio is a luminosity divided by a mass, so it inherits the whole 0.42 dex. The black-hole mass function at high redshift is a steeply falling distribution convolved with that width, which scatters the numerous small objects up into the rare large bins and produces an apparent excess of the most massive holes that is entirely a smearing artefact.

That last effect has a name in every field that measures a steep distribution badly, and it is the same one behind a dispersion inflated by orbits nobody resolved and behind the corrections that a luminosity function with a knee in it needs before it can be believed at its bright end.

The size of it can be estimated in one line. A mass function falling as a power law of index 3-3, convolved with a Gaussian of 0.42 dex, is inflated at any given mass by exp ⁣[(ln10)2σ2α2/2]\exp\!\big[(\ln 10)^2 \sigma^2 \alpha^2/2\big] — a factor of about 3.5. So the number of black holes above a given large mass, read straight off a single-epoch catalogue, is several times the true number, and the discrepancy grows with mass. Every claim that the most massive black holes at high redshift are too massive for their host galaxies has to survive that correction before it means anything, and the correction depends on the width of a distribution which is itself uncertain.

There is an independent check on the whole enterprise and it is a weak one. A tidal disruption flare puts a ceiling on a mass, because a hole above about 10⁸ solar masses swallows a solar-type star whole and produces no flare at all; and the masses of the galaxies that do flare, from the M–σ relation, are consistent with that ceiling. Consistent is what it is: a bound on a population, not a measurement of an object.

The history is short and the method is old

Reverberation as an idea dates from 1982, when Blandford and McKee wrote down the transfer function and pointed out that a delay is a length. It took until the 1990s for the observations to exist — a spectrum every few days for a season, on the same object, needs a telescope nobody wants to give up, and the campaigns that produced the first reliable lags were international consortia sharing small instruments precisely because no large one could be booked that way.

The virial factor’s calibration against the M–σ relation came later still, around 2004, and it was proposed as a stopgap. It is still the method. Nothing in the two decades since has replaced it, and the reason is instructive: replacing it means measuring ff for individual objects, which means resolving the broad-line region, which is what the whole method exists because nobody can do.

The generalisation

The structure worth extracting is the difference between an error that averages down and one that does not, and how easily the two are added together.

Everything in the first figure’s quadrature is a scatter: observe more quasars and the mean mass of a population is determined better. The bracket underneath is not. It is one number applied to every object, so a sample of a hundred thousand determines it exactly as well as a sample of one — which is to say, not at all. Quoting a mass function with error bars that shrink as the square root of the sample size, when the dominant uncertainty is a multiplicative constant, produces a result whose stated precision is a statement about the catalogue’s size and nothing else.

The same shape is everywhere in this collection. The Hubble constant’s two measurements disagree by far more than either’s statistical error because each carries a calibration. A cluster weighed three ways gives three answers whose differences are not scatter. In every case the diagnostic is the same question: would this error be smaller if the observation were repeated on a different object?

Where the ladder goes next

The next rung takes the same delay and resolves it in velocity. Measuring the lag separately in the blue wing, the core and the red wing of a broad line gives the delay as a function of the line-of-sight velocity, and that two-dimensional map does distinguish a rotating disc from an inflow from an outflow — the thing the centroid cannot. It exists for about a dozen objects, it is the only route to ff for an individual nucleus, and what it has found is that the same object can look like different geometries in different lines.

Further rungs on this anchor: the radius–luminosity relation’s breakdown at high accretion rate, where the most luminous objects have lags shorter than the relation predicts; continuum reverberation between wavebands, which maps the accretion disc rather than the line region and returns a disc several times larger than a standard model allows; the use of quasars as standard candles built on that same relation; and the microlensing of a lensed quasar, which measures the disc’s size by an entirely unrelated route and agrees with the reverberation answer no better than a factor of a few.

About the same objects

Not linked from either essay — found by the objects both name.

What links here

Essays that link to this one from their own argument.

The objects this essay names

Each one links to every other essay that touches it.

Black hole massBroad line regionEddington ratioM sigma relationRadius luminosity relationReverberation mappingSingle-epoch massTransfer functionVelocity dispersionVirial factor