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Lecture 1 Part I Observational constraints from the Solar System and from Extrasolar Planets Lecture Universität Heidelberg WS 11/12 Dr. Christoph Mordasini Partially based on script by Prof. W. Benz Mentor Prof. T. Henning Lecture overview 1. Introduction 2. Planet formation paradigm 3. Structure of the Solar System 4. The surprise: 51 Peg b 5. Detection techniques: radial velocity, transits, direct imaging, (microlensing, timing, astrometry) 6. Properties of extrasolar planets: mass, distance, eccentricity distributions, metallicity effect, massradius diagram, ... 1. Introduction Galaxies, stars and planets 10 billion galaxies How many harbor life? 100 billion stars how many planets? How frequent? Life? First generation of human beings with technology to answer this. Important questions - Planet formation: From dust to planets 10 μm 10-100 million years How? - Planet evolution: Habitability Earth Mars Terrestrial planets in the solar system: similar initial conditions very different outcome. The characterization also of exoplanets has just started. Moon Venus Ways to understanding Herschel’s 1789 For many centuries Sun Stars La Silla Obs. ESO For a decade Formation in disks Collisions Gas accretion Migration Exoplanets Solar System Darwin ESA In a decade ? Life Cloud collapse Hertzsprung Russel Nuclear Fusion Stellar Mass Funct. Astrobiology Habitable Zone Biomarkers Complex Life Extraterrestrial Life ? 2. Planet Formation Paradigm Planet formation: The paradigm Gravitational - remote observations - in-situ measurements - sample returns - laboratory analysis - theoretical modeling Core Minority line Party line Accretion Instability A satisfactory theory should explain the formation of planets in the solar system as well as around other stars. Planet formation: Sequential picture in presence of gas Star & protoplanetary disk dust in absence of gas 107 years 107 years giant planets giant impacts planetesimals protoplanets migration type I type II 108 years terrestrial dynamical replanets arrangement Planet formation Initial conditions, task and orders of magnitude Initial condition •disk of dust and gas orbiting a new born star •total mass of the disk: ~1-10 % of stellar mass •total mass of dust: ~2% of mass of gas Task •follow the evolution of the gas and dust for a period of about 100 Million years. Orders of magnitude to remember •Msun ~2 1033 g •MJ ~ 2 1030 g ~ 1/1000 Msun ~ 318 ME •ME ~ 6 1027 g •RJ ~ 7.19 109 cm ~ 1/10 Rsun •RE ~ 6.4 108 cm ~ 1/10 RJ •AU ~1.5 1013 cm •Lsun ~ 3.8 1033 erg/s Challenges in planet formation gas giants (∼10000 km) size runaway gas accretion Earth-sized (∼1000 km) protoplanets planetesimals (∼km) dust (μm) Self. Gravity late stages giant impacts Difficulty: -huge dynamical rage in size/mass oligarchic - dynamical range in time: 100 million growth orbital timescales -lots of physics involved, changing over time: gravity, drag, hydrodynamics, runaway radiation transfer, magnetic fields,.. growth - non-linearities (runaway growth) -feedback mechanism (grav. scattering) dust sticking 104-105 105-107 107-108 time years 3. Structure of the Solar System Solar system System architecture Orbital data major planets Rocky planets gas giants Inner system Asteroids Outer system ice giants Note •Sun has 99.96% of the mass, but only 0.6% of the angular momentum. Solar Prot ~25 d. •LJ/Ltot: 0.61, Lsaturn/Ltot: 0.25 •Jupiter is dominating the dynamics. Important during formation (small mars, Asteroids) •mostly circular orbits, all prograde (same rotation direction as the sun) •nearly co-planar orbits: formation in a disk •spacing: Titius-Bode law an=aMercury+0.3 2n-1 n=1,2,...: Orbital stability in Hill units Minor bodies Asteroids Solar system System architecture II •rocky composition, some with significant water content •a few 100’000 known. •total mass 1/30 of lunar mass (1 lunar mass ~1/81 ME): not a destroyed planet. •26 with diameters larger than 200 km. Largest: Ceres 900 km. •2.2 AU < a < 3.2 AU for 95%: between Mars and Jupiter •existence of families (groups with similar orbits and reflectance properties) •All prograde, most have e<0.3 and i<25 deg. •leftovers from formation phase: important obs. constraint on e.g. migration. Solar system System architecture III Minor bodies cont. Trans-Neptunian Objects (TNO) and Kuiper Belt objects (KBO) •icy composition, not much altered (slow evolution). Low albedo (<coal). •estimated 70’000 with diameter >100 km. Larger than typical asteroids. •located beyond Neptune: 30 AU< a < 70 AU. •3 classes: •classical KBO: 42-47 AU, mean eccentricity ~ 0.07 (small), i < 30 deg. •scattered KBO: large e, total M 0.5-1.5 ME ,source of short period comets, perihel at ~35 AU •Plutinos: 3:2 resonance with Neptune, as Pluto, 0.1<e<0.34, 0<i<2 deg. Oort Cloud •hypothetical spherical cloud surrounding the sun, extending out 100’000 AU. •Source of long period comets. •Not (yet) directly observed. •Weak gravitationally bound: effect of passing stars. •Objects scattered outwards during planet formation. Solar system Physical properties Physical data major planets Approximately to scale •Stars: burn hydrogen: M>~75 MJ •Brown dwarfs: burn deuterium ~13<M/MJ<75 •Planet definition (IAU 2006) : A planet is a celestial body that (a) is in orbit around the Sun, (b) has sufficient mass for its selfgravity to overcome rigid body forces so that it assumes a hydrostatic equilibrium (nearly round) shape, and (c) has cleared the neighborhood around its orbit. Solar system Physical properties II Composition terrestrial planets Earth •Inner structure determination: observations (seismic waves, gravitational moments, surface temperature and abundances) combined with modeling. •Terrestrial planets: Iron core, silicate mantle. •Size of core vs mantle varies: impact history •Earth: core 1/3, mantle 2/3 (in mass). Close to chondritic (primitive meteorites) composition Solar system Physical properties III Composition giants Possible J,S compositions Guillot 1999 Amount of metals [ME] MJ=~318 ME, MS=~95 ME Significant uncertainties: equation of state (EOS) of H/He under extreme p and T badly known. •X=Hydrogen, Y=Helium, Z=”Metals” •Solar composition (primordial): X0 0.71, Y0 0.27, Z0 0.015 •The gas giant planets (Jupiter, Saturn) are clearly enriched compared to solar composition. Expected Jupiter solar: 4.8 ME, Saturn solar: 1.4 ME. This is much less than the inferred values. They didn’t form like the sun from the same collapsing cloud. Important constraint •The ice giants consist of ~25% rock, ~60-79% ice, and ~5-15% H/He Historical perspective Herschel’s big telescope Selected discoveries in the Solar System •until 1600 only six planets were known: Mercury, Venus, Earth, Mars, Jupiter and Saturn. Extensively studied since antiquity. •Aristarchus from Samos (270 BC): heliocentric system. •beginning of 17th century: discoveries of satellites of Jupiter and Saturn by Galilei (1564-1642), Huygens (1629-1659) and Cassini (1625-1712). •1781 discovery of Uranus by William Herschel •1846 discovery of Neptune by Johann Galle. Neptune was first theoretically predicted by John Adams and Urbain Le Verrier who studied the perturbations of the orbit of Uranus. •1930 discovery of Pluto by Clyde Tombaugh •1978 discovery of Charon, Pluto’s moon by James Christy •1992 discovery of the first TNO object (QB1) by Jane Luu and Jewitt Historical perspective II Some early formation theories •Rene Decartes (1594-1650) •space is filled with a universal substance. Planets form in vortices which form at locations of least motions •secondary vortices form around the vortices which make the moons. •Georges L. L. Buffon (1707-1804) •catastrophe hypothesis: a huge comet hits the sun and ejects material which form the planet. Conceptually similar to the giant hypothesis for Earth’s moon •Immanuel Kant (1724-1804) •nebula hypothesis (building on similar early work of Emanuel Swedenborg). •nebula composed of gas and dust is flattened by rotation, particles are colliding, loose energy and drift to the center to form the sun •planets form out of local density enhancements which orbit the sun. •Pierre Simon de Laplace (1749-1829) •planets are formed during the contraction of the sun. •the sun ejects rings of material which cool and form planets. Swedenborg Kant Laplace Planet formation theory State of the art t<1995. Only one example to study.. Science, 267, 360 (January 1995) s p Oo Knowledge is evolving. What is believed correct today can turn up wrong tomorrow! 4. The surprise: 51 Peg b The discovery Nature, 378, 355 (October 6, 1995) confirmation by Marcy & Butler (October 12, 1995) A giant planet with a 4.15 days period! The wake-up call • First planet mass object in orbit around a G2 IV, d=15 pc, 5.49 mag solar like star: 51 Pegasi b. • Very different from theoretical expectations: • a = 0.052 AU • P = 4.23 days • M sin i = 0.468 MJ • Such planets are now called “Hot Jupiters” or Pegasi planets / Pegasids. • About 0.5 -1 % of sun like planets have such a hot Jupiter (as we know now). Mayor & Queloz Spektrometer ELODIE Observatoire de Haute-Provence 193 cm Teleskop Migration: was not new after all ApJ, 241, 425 (October 1, 1980) discovered 15 years earlier... by theorists! 5. Planet detection methods Current status 692 planets Candidates detected by radial velocity or astrometry 524 planetary systems 640 planets 76 multiple planet systems Transiting planets 171 planetary systems 184 planets 14 multiple planet systems Candidates detected by microlensing 12 planetary systems 13 planets 1 multiple planet systems + 1235 planet candidates from the KEPLER satellite (transit) Candidates detected by imaging 22 planetary systems 25 planets 1 multiple planet systems Candidates detected by timing 9 planetary systems 14 planets 4 multiple planet systems Extra-solar planet encyclopedia (http://exoplanet.eu/) 9.11.2011 Planet Detection Methods Michael Perryman, Rep. Prog. Phys., 2000, 63, 1209 (updated April 2007) [corrections or suggestions please to [email protected]] Accretion on star Existing capability Projected (10-20 yr) Primary detections Follow-up detections n = systems; ? = uncertain Planet Detection Methods Dynamical effects Magnetic superflares ?? Photometric signal Timing (ground) Detectable planet mass Self-accreting planetesimals Miscellaneous Radio emission Microlensing Imaging Astrometry Reflected/ blackbody Disks Pulsars Radial velocity White dwarfs Binary eclipses 10MJ Radio Astrometric 4 Slow 10ME ME Millisec 206 planets (178 systems, of which 20 multiple) 4 planets 2 systems Space interferometry (infrared/optical) Optical 2? MJ Photometric Ground Space Space 1? 4 Ground Free floating Ground (adaptive optics) Resolved imaging Detection of Life? Transits 1? 11 3 Ground Timing Space residuals Large number of methods, but only few can detect and allow the study of Earth-like planets! 5.1 Radial velocity (RV) method Indirect detection - radial velocity Star and planet move around common center of mass. The stars move also (a little bit). Use optical Doppler effect to measure motion along the line of sight: → measure (periodic) shifts of spectral lines i.e. the stellar radial velocities. Shape and amplitude of the curve give the Msini (minimal mass), period, eccentricity and T0. But.... - motion of the Sun due to Jupiter: 12 m/s → shift of spectral line by ~50 angstroms or 10 Si atoms on the CCD → average velocity of cyclist at the Tour de France... - motion of the sun due to Earth: 8 cm/s → difficult to detect because of surface fluctuations The most precise RV instrument: Instrument: High-precision spectrograph Location: 3.6 m ESO at La Silla Observatory (Chile) Consortium: Universities of Geneva and Bern (CH), Observatoire de Haute Provence (F), Service d'Aéronomie (F), ESO. Precision: down to 0.6 m/s. Super-Earth planets in the habitable zone of K dwarfs. Vaccum chamber Telescope Control room Progress in ground-based RV detections Mordasini et al. 2009 Detection probability for a first generation instrument (ELODIE) Instrumental precision =10 m/s Detection bias RV: The less massive, and the further out, the more difficult to find. Don’t forget when interpreting discoveries! 51 Peg b HARPS Earth-like planet detection from the ground by 2012? → still indirect observations → only close-by planets 5.2 Transits (Photometry) Transit detection transit detection principle Simple in theory, difficult in practice. =>Miniforschungsprojekt at MPIA Jupiter in front of the sun Earth in front of the sun (Rp/Rstar)2 1% change in luminosity 0.01% change in luminosity But... Transits measure radius not mass. Follow-up is necessary to measure mass (by RV). Many false positives (look photometrically like planets, but are not.) Characterization from transits + RV After the indirect detection of Hot Jupiters by RV, some doubts persisted about the origin of these observations (Stellar pulsations?). Transits showed unambiguously the planetary origin. HD209458b: first measured transit Charbonneau et al. 2000 - radius of planets: From transit measurements - mass of planet: From radial velocity measurements ↓ ↓ Example HD209458b (first transiting planet, : R = 1.27 ± 0.02 RJ 3 ρ = 0.40 g/cm gaseous planet M = 0.63 MJ (Jupiter: 1.34) Mass-radius relation for extrasolar planets Transit detection from space •Detection of planets with a radius of only a few Earth radii is very difficult form the ground, due to the noise in the photometric data introduced by the atmosphere. •To detect such planets photometrically, one must go to space. Kepler candidates (Feb. 2011) Launch: 2008 Launch: 2006 •Kepler has revolutionized the transit method by finding more than 1200 candidates. •Warning: maybe ~10% are false positives (no RV confirmation) 5.3 Direct imaging Direct imaging:massive giant planets far out Fomalhaut b HR 8799 b,c,d,e: M≈ <3 MJ d= 119 AU M≈ 5-13 MJ d= 15-70 AU Dynamical constraints Kalas et al. 2008 Marois et al. 2008 Beta Pictoris b M≈ 6-12 MJ d= 8 AU Reappeared! 8 AU from star 6 – 12 MJ Lagrange et al. 2008 Very special systems can be imaged from the ground today... far from terrestrial planets! Direct detection: (dis)advantages • Advantages • Allows physical characterization: Temperature, log g, chemical composition • Direct detection, no other explanations possible (must exclude background star chance alignment.) • Disadvantages • Very difficult, only young objects. Huge brightness contrast, tiny projected separation. • Measures intrinsic (or reflected) luminosity L. Not mass M. L-M relation is model dependent and very uncertain. Direct detection: resolution Difficulty: Resolution typical numbers: stars ~ 10-100 pc, planet 1 AU → θ = 0.01’’- 0.1” (seeing limits to ~ 0.5”) Solution: → use adaptive optics Direct detection: brightness ratio Difficulty: Brightness ratio Typical numbers: visible: Fplanet / Fstar ≈ 10-9 infrared: Fplanet / Fstar ≈ 10-6 visible to near-IR reflected light mid-IR intrinsic emission Solution: → remove star light - nulling - coronograph Favorable cases: infrared observations planets orbiting less luminous stars → M dwarfs young planets → planet formation Other techniques: Microlensing, timing, astrometry Questions?