The cosmic distance ladder (also known as the extragalactic distance scale) is the succession of methods by which astronomers determine the distances to celestial objects. A real direct
distance measurement of an astronomical object is possible only for
those objects that are "close enough" (within about a thousand parsecs)
to Earth. The techniques for determining distances to more distant
objects are all based on various measured correlations between methods
that work at close distances and methods that work at larger distances.
Several methods rely on a standard candle, which is an astronomical object that has a known luminosity.
The ladder analogy arises because no single technique can measure
distances at all ranges encountered in astronomy. Instead, one method
can be used to measure nearby distances, a second can be used to measure
nearby to intermediate distances, and so on. Each rung of the ladder
provides information that can be used to determine the distances at the
next higher rung.
Direct measurement
At the base of the ladder are fundamental distance
measurements, in which distances are determined directly, with no
physical assumptions about the nature of the object in question. The
precise measurement of stellar positions is part of the discipline of astrometry.
Astronomical unit
Direct distance measurements are based upon the astronomical unit (AU), which is the distance between the Earth and the Sun.
Kepler's laws provide precise ratios of the sizes of the orbits of objects orbiting the Sun, but provides no measurement of the overall scale of the orbit system. Radar
is used to measure the distance between the orbits of the Earth and of a
second body. From that measurement and the ratio of the two orbit
sizes, the size of Earth's orbit is calculated. The Earth's orbit is
known with an absolute precision of a few meters and a relative
precision of a few 1×10−11.
Historically, observations of transits of Venus were crucial in determining the AU; in the first half of the 20th century, observations of asteroids were also important. Presently the orbit of Earth is determined with high precision using radar measurements of distances to Venus and other nearby planets and asteroids, and by tracking interplanetary spacecraft in their orbits around the Sun through the Solar System.
Parallax
The most important fundamental distance measurements come from trigonometric parallax.
As the Earth orbits the Sun, the position of nearby stars will appear
to shift slightly against the more distant background. These shifts are
angles in an isosceles triangle, with 2 AU
(the distance between the extreme positions of Earth's orbit around the
Sun) making the base leg of the triangle and the distance to the star
being the long equal length legs. The amount of shift is quite small,
measuring 1 arcsecond for an object at 1 parsec's distance (3.26 light-years)
of the nearest stars, and thereafter decreasing in angular amount as
the distance increases. Astronomers usually express distances in units
of parsecs (parallax arcseconds); light-years are used in popular media.
Because parallax becomes smaller for a greater stellar distance,
useful distances can be measured only for stars which are near enough to
have a parallax larger than a few times the precision of the measurement. Parallax measurements typically have an accuracy measured in milliarcseconds. In the 1990s, for example, the Hipparcos mission obtained parallaxes for over a hundred thousand stars with a precision of about a milliarcsecond, providing useful distances for stars out to a few hundred parsecs. The Hubble telescope WFC3 now has the potential to provide a precision of 20 to 40 microarcseconds, enabling reliable distance measurements up to 5,000 parsecs (16,000 ly) for small numbers of stars. In 2018, Data Release 2 from the Gaia space mission provides similarly accurate distances to most stars brighter than 15th magnitude.
Stars have a velocity relative to the Sun that causes proper motion (transverse across the sky) and radial velocity
(motion toward or away from the Sun). The former is determined by
plotting the changing position of the stars over many years, while the
latter comes from measuring the Doppler shift
of the star's spectrum caused by motion along the line of sight. For a
group of stars with the same spectral class and a similar magnitude
range, a mean parallax can be derived from statistical analysis of the proper motions relative to their radial velocities. This statistical parallax method is useful for measuring the distances of bright stars beyond 50 parsecs and giant variable stars, including Cepheids and the RR Lyrae variables.
The motion of the Sun through space provides a longer baseline that
will increase the accuracy of parallax measurements, known as secular parallax. For stars in the Milky Way disk, this corresponds to a mean baseline of 4 AU
per year, while for halo stars the baseline is 40 AU per year. After
several decades, the baseline can be orders of magnitude greater than
the Earth–Sun baseline used for traditional parallax. However, secular
parallax introduces a higher level of uncertainty because the relative
velocity of observed stars is an additional unknown. When applied to
samples of multiple stars, the uncertainty can be reduced; the
uncertainty is inversely proportional to the square root of the sample size.
Moving cluster parallax
is a technique where the motions of individual stars in a nearby star
cluster can be used to find the distance to the cluster. Only open clusters are near enough for this technique to be useful. In particular the distance obtained for the Hyades has historically been an important step in the distance ladder.
Other individual objects can have fundamental distance estimates
made for them under special circumstances. If the expansion of a gas
cloud, like a supernova remnant or planetary nebula, can be observed over time, then an expansion parallax
distance to that cloud can be estimated. Those measurements however
suffer from uncertainties in the deviation of the object from
sphericity. Binary stars which are both visual and spectroscopic
binaries also can have their distance estimated by similar means, and
don't suffer from the above geometric uncertainty. The common
characteristic to these methods is that a measurement of angular motion
is combined with a measurement of the absolute velocity (usually obtained via the Doppler effect).
The distance estimate comes from computing how far the object must be
to make its observed absolute velocity appear with the observed angular
motion.
Expansion parallaxes in particular can give fundamental distance
estimates for objects that are very far, because supernova ejecta have
large expansion velocities and large sizes (compared to stars). Further,
they can be observed with radio interferometers
which can measure very small angular motions. These combine to provide
fundamental distance estimates to supernovae in other galaxies.
Though valuable, such cases are quite rare, so they serve as important
consistency checks on the distance ladder rather than workhorse steps by
themselves.
Standard candles
Almost
all astronomical objects used as physical distance indicators belong to
a class that has a known brightness. By comparing this known luminosity to an object's observed brightness, the distance to the object can be computed using the inverse-square law. These objects of known brightness are termed standard candles.
The brightness of an object can be expressed in terms of its absolute magnitude. This quantity is derived from the logarithm of its luminosity as seen from a distance of 10 parsecs. The apparent magnitude, the magnitude as seen by the observer (an instrument called a bolometer is used), can be measured and used with the absolute magnitude to calculate the distance D to the object in kiloparsecs (where 1 kpc equals 1000 parsecs) as follows:
or
where m is the apparent magnitude and M the absolute
magnitude. For this to be accurate, both magnitudes must be in the same
frequency band and there can be no relative motion in the radial
direction.
Some means of correcting for interstellar extinction,
which also makes objects appear fainter and more red, is needed,
especially if the object lies within a dusty or gaseous region. The difference between an object's absolute and apparent magnitudes is called its distance modulus, and astronomical distances, especially intergalactic ones, are sometimes tabulated in this way.
Problems
Two problems exist for any class of standard candle. The principal one is calibration,
that is the determination of exactly what the absolute magnitude of the
candle is. This includes defining the class well enough that members
can be recognized, and finding enough members of that class with
well-known distances to allow their true absolute magnitude to be
determined with enough accuracy. The second problem lies in recognizing
members of the class, and not mistakenly using a standard candle
calibration on an object which does not belong to the class. At extreme
distances, which is where one most wishes to use a distance indicator,
this recognition problem can be quite serious.
A significant issue with standard candles is the recurring
question of how standard they are. For example, all observations seem to
indicate that Type Ia supernovae
that are of known distance have the same brightness (corrected by the
shape of the light curve). The basis for this closeness in brightness is
discussed below; however, the possibility exists that the distant Type
Ia supernovae have different properties than nearby Type Ia supernovae.
The use of Type Ia supernovae is crucial in determining the correct cosmological model.
If indeed the properties of Type Ia supernovae are different at large
distances, i.e. if the extrapolation of their calibration to arbitrary
distances is not valid, ignoring this variation can dangerously bias the
reconstruction of the cosmological parameters, in particular the
reconstruction of the matter density parameter.
That this is not merely a philosophical issue can be seen from the history of distance measurements using Cepheid variables. In the 1950s, Walter Baade
discovered that the nearby Cepheid variables used to calibrate the
standard candle were of a different type than the ones used to measure
distances to nearby galaxies. The nearby Cepheid variables were population I stars with much higher metal content than the distant population II
stars. As a result, the population II stars were actually much brighter
than believed, and when corrected, this had the effect of doubling the
distances to the globular clusters, the nearby galaxies, and the
diameter of the Milky Way.
Standard siren
Gravitational waves originating from the inspiral phase of compact binary systems, such as neutron stars or black holes, have the useful property that both the amplitude and shape of the emitted gravitational radiation depend strongly on the chirp mass
of the system. By observing the waveform, the chirp mass can be
computed. With the chirp mass and the measured amplitude, distance to
the source can be determined. Further, gravitational waves are not
subject to extinction due to an absorbing intervening medium. (They are subject to gravitational lensing, however.) Thus, such a gravitational wave source is a "standard siren" of known loudness.
The amplitude and shape of the detected gravitational radiation
allows the distance to be computed. Therefore, a standard siren can be
used as a distance indicator on a cosmic scale. When the collision can
be observed optically as well (in the case of a kilonova such as GW170817), the Doppler shift can be measured and the Hubble constant computed.
Standard ruler
Another class of physical distance indicator is the standard ruler. In 2008, galaxy diameters have been proposed as a possible standard ruler for cosmological parameter determination. More recently the physical scale imprinted by baryon acoustic oscillations (BAO) in the early universe has been used.
In the early universe (before recombination)
the baryons and photons scatter off each other, and form a
tightly-coupled fluid that can support sound waves. The waves are
sourced by primordial density perturbations, and travel at speed that
can be predicted from the baryon density and other cosmological
parameters. The total distance that these sound waves can travel before
recombination determines a fixed scale, which simply expands with the
universe after recombination. BAO therefore provide a standard ruler
that can be measured in galaxy surveys from the effect of baryons on the
clustering of galaxies. The method requires an extensive galaxy survey
in order to make this scale visible, but has been measured with
percent-level precision.
The scale does depend on cosmological parameters like the baryon and
matter densities, and the number of neutrinos, so distances based on BAO
are more dependent on cosmological model than those based on local
measurements.
Light echos can be also used as standard rulers, although it is challenging to correctly measure the source geometry.
Galactic distance indicators
With few exceptions, distances based on direct measurements are
available only out to about a thousand parsecs, which is a modest
portion of our own Galaxy. For distances beyond that, measures depend
upon physical assumptions, that is, the assertion that one recognizes
the object in question, and the class of objects is homogeneous enough
that its members can be used for meaningful estimation of distance.
Physical distance indicators, used on progressively larger distance scales, include:
- Dynamical parallax, uses orbital parameters of visual binaries to measure the mass of the system, and hence use the mass–luminosity relation to determine the luminosity
- Eclipsing binaries — In the last decade, measurement of eclipsing binaries' fundamental parameters has become possible with 8-meter class telescopes. This makes it feasible to use them as indicators of distance. Recently, they have been used to give direct distance estimates to the Large Magellanic Cloud (LMC), Small Magellanic Cloud (SMC), Andromeda Galaxy and Triangulum Galaxy. Eclipsing binaries offer a direct method to gauge the distance to galaxies to a new improved 5% level of accuracy which is feasible with current technology to a distance of around 3 Mpc (3 million parsecs).
- RR Lyrae variables — used for measuring distances within the galaxy and in nearby globular clusters.
- The following four indicators all use stars in the old stellar populations (Population II):
- Tip of the red-giant branch (TRGB) distance indicator.
- Planetary nebula luminosity function (PNLF)
- Globular cluster luminosity function (GCLF)
- Surface brightness fluctuation (SBF)
- In galactic astronomy, X-ray bursts (thermonuclear flashes on the surface of a neutron star) are used as standard candles. Observations of X-ray burst sometimes show X-ray spectra indicating radius expansion. Therefore, the X-ray flux at the peak of the burst should correspond to Eddington luminosity, which can be calculated once the mass of the neutron star is known (1.5 solar masses is a commonly used assumption). This method allows distance determination of some low-mass X-ray binaries. Low-mass X-ray binaries are very faint in the optical, making their distances extremely difficult to determine.
- Interstellar masers can be used to derive distances to galactic and some extragalactic objects that have maser emission.
- Cepheids and novae
- The Tully–Fisher relation
- The Faber–Jackson relation
- Type Ia supernovae that have a very well-determined maximum absolute magnitude as a function of the shape of their light curve and are useful in determining extragalactic distances up to a few hundred Mpc. A notable exception is SN 2003fg, the "Champagne Supernova", a Type Ia supernova of unusual nature.
- Redshifts and Hubble's law
Main sequence fitting
When the absolute magnitude for a group of stars is plotted against the spectral classification of the star, in a Hertzsprung–Russell diagram,
evolutionary patterns are found that relate to the mass, age and
composition of the star. In particular, during their hydrogen burning
period, stars lie along a curve in the diagram called the main sequence.
By measuring these properties from a star's spectrum, the position of a
main sequence star on the H–R diagram can be determined, and thereby
the star's absolute magnitude estimated. A comparison of this value with
the apparent magnitude allows the approximate distance to be
determined, after correcting for interstellar extinction of the luminosity because of gas and dust.
In a gravitationally-bound star cluster such as the Hyades,
the stars formed at approximately the same age and lie at the same
distance. This allows relatively accurate main sequence fitting,
providing both age and distance determination.
Extragalactic distance scale
Method | Uncertainty for Single Galaxy (mag) | Distance to Virgo Cluster (Mpc) | Range (Mpc) |
---|---|---|---|
Classical Cepheids | 0.16 | 15–25 | 29 |
Novae | 0.4 | 21.1 ± 3.9 | 20 |
Planetary Nebula Luminosity Function | 0.3 | 15.4 ± 1.1 | 50 |
Globular Cluster Luminosity Function | 0.4 | 18.8 ± 3.8 | 50 |
Surface Brightness Fluctuations | 0.3 | 15.9 ± 0.9 | 50 |
D–σ relation | 0.5 | 16.8 ± 2.4 | > 100 |
Type Ia Supernovae | 0.10 | 19.4 ± 5.0 | > 1000 |
The extragalactic distance scale is a series of techniques used today
by astronomers to determine the distance of cosmological bodies beyond
our own galaxy, which are not easily obtained with traditional methods.
Some procedures utilize properties of these objects, such as stars, globular clusters, nebulae, and galaxies as a whole. Other methods are based more on the statistics and probabilities of things such as entire galaxy clusters.
Wilson–Bappu effect
Discovered in 1956 by Olin Wilson and M.K. Vainu Bappu, the Wilson–Bappu effect utilizes the effect known as spectroscopic parallax. Many stars have features in their spectra, such as the calcium K-line, that indicate their absolute magnitude. The distance to the star can then be calculated from its apparent magnitude using the distance modulus.
There are major limitations to this method for finding stellar
distances. The calibration of the spectral line strengths has limited
accuracy and it requires a correction for interstellar extinction.
Though in theory this method has the ability to provide reliable
distance calculations to stars up to 7 megaparsecs (Mpc), it is
generally only used for stars at hundreds of kiloparsecs (kpc).
Classical Cepheids
Beyond the reach of the Wilson–Bappu effect, the next method relies on the period-luminosity relation of classical Cepheid variable stars. The following relation can be used to calculate the distance to Galactic and extra-galactic classical Cepheids:
Several problems complicate the use of Cepheids as standard candles
and are actively debated, chief among them are: the nature and linearity
of the period-luminosity relation in various passbands and the impact
of metallicity on both the zero-point and slope of those relations, and
the effects of photometric contamination (blending) and a changing
(typically unknown) extinction law on Cepheid distances.
These unresolved matters have resulted in cited values for the Hubble constant
ranging between 60 km/s/Mpc and 80 km/s/Mpc. Resolving this discrepancy
is one of the foremost problems in astronomy since some cosmological
parameters of the Universe may be constrained significantly better by
supplying a precise value of the Hubble constant.
Cepheid variable stars were the key instrument in Edwin Hubble's 1923 conclusion that M31 (Andromeda) was an external galaxy, as opposed to a smaller nebula within the Milky Way. He was able to calculate the distance of M31 to 285 Kpc, today's value being 770 Kpc.
As detected thus far, NGC 3370, a spiral galaxy in the
constellation Leo, contains the farthest Cepheids yet found at a
distance of 29 Mpc. Cepheid variable stars are in no way perfect
distance markers: at nearby galaxies they have an error of about 7% and
up to a 15% error for the most distant.
Supernovae
There are several different methods for which supernovae can be used to measure extragalactic distances.
Measuring a supernova's photosphere
We
can assume that a supernova expands in a spherically symmetric manner.
If the supernova is close enough such that we can measure the angular
extent, θ(t), of its photosphere, we can use the equation
where ω is angular velocity, θ is angular extent. In order to get an accurate measurement, it is necessary to make two observations separated by time Δt. Subsequently, we can use
where d is the distance to the supernova, Vej is the supernova's ejecta's radial velocity (it can be assumed that Vej equals Vθ if spherically symmetric).
This method works only if the supernova is close enough to be
able to measure accurately the photosphere. Similarly, the expanding
shell of gas is in fact not perfectly spherical nor a perfect blackbody.
Also interstellar extinction can hinder the accurate measurements of
the photosphere. This problem is further exacerbated by core-collapse
supernova. All of these factors contribute to the distance error of up
to 25%.
Type Ia light curves
Type Ia supernovae
are some of the best ways to determine extragalactic distances. Ia's
occur when a binary white dwarf star begins to accrete matter from its
companion star. As the white dwarf gains matter, eventually it reaches
its Chandrasekhar limit of .
Once reached, the star becomes unstable and undergoes a runaway
nuclear fusion reaction. Because all Type Ia supernovae explode at about
the same mass, their absolute magnitudes are all the same. This makes
them very useful as standard candles. All Type Ia supernovae have a
standard blue and visual magnitude of
Therefore, when observing a Type Ia supernova, if it is possible to
determine what its peak magnitude was, then its distance can be
calculated. It is not intrinsically necessary to capture the supernova
directly at its peak magnitude; using the multicolor light curve shape method (MLCS),
the shape of the light curve (taken at any reasonable time after the
initial explosion) is compared to a family of parameterized curves that
will determine the absolute magnitude at the maximum brightness. This
method also takes into effect interstellar extinction/dimming from dust
and gas.
Similarly, the stretch method fits the particular
supernovae magnitude light curves to a template light curve. This
template, as opposed to being several light curves at different
wavelengths (MLCS) is just a single light curve that has been stretched
(or compressed) in time. By using this Stretch Factor, the peak magnitude can be determined.
Using Type Ia supernovae is one of the most accurate methods,
particularly since supernova explosions can be visible at great
distances (their luminosities rival that of the galaxy in which they are
situated), much farther than Cepheid Variables (500 times farther).
Much time has been devoted to the refining of this method. The current
uncertainty approaches a mere 5%, corresponding to an uncertainty of
just 0.1 magnitudes.
Novae in distance determinations
Novae
can be used in much the same way as supernovae to derive extragalactic
distances. There is a direct relation between a nova's max magnitude and
the time for its visible light to decline by two magnitudes. This
relation is shown to be:
Where is the time derivative of the nova's mag, describing the average rate of decline over the first 2 magnitudes.
After novae fade, they are about as bright as the most luminous
Cepheid variable stars, therefore both these techniques have about the
same max distance: ~ 20 Mpc. The error in this method produces an
uncertainty in magnitude of about ±0.4
Globular cluster luminosity function
Based
on the method of comparing the luminosities of globular clusters
(located in galactic halos) from distant galaxies to that of the Virgo Cluster, the globular cluster luminosity function carries an uncertainty of distance of about 20% (or 0.4 magnitudes).
US astronomer William Alvin Baum first attempted to use globular
clusters to measure distant elliptical galaxies. He compared the
brightest globular clusters in Virgo A galaxy with those in Andromeda,
assuming the luminosities of the clusters were the same in both. Knowing
the distance to Andromeda, Baum has assumed a direct correlation and
estimated Virgo A's distance.
Baum used just a single globular cluster, but individual formations are often poor standard candles. Canadian astronomer René Racine
assumed the use of the globular cluster luminosity function (GCLF)
would lead to a better approximation. The number of globular clusters as
a function of magnitude is given by:
where m0 is the turnover magnitude, M0 is the magnitude of the Virgo cluster, and sigma is the dispersion ~ 1.4 mag.
It is important to remember that it is assumed that globular clusters all have roughly the same luminosity within the universe. There is no universal globular cluster luminosity function that applies to all galaxies.
Planetary nebula luminosity function
Like the GCLF method, a similar numerical analysis can be used for planetary nebulae (note the use of more than one!) within far off galaxies. The planetary nebula luminosity function
(PNLF) was first proposed in the late 1970s by Holland Cole and David
Jenner. They suggested that all planetary nebulae might all have similar
maximum intrinsic brightness, now calculated to be M = −4.53. This
would therefore make them potential standard candles for determining
extragalactic distances.
Astronomer George Howard Jacoby and his colleagues later proposed that the PNLF function equaled:
Where N(M) is number of planetary nebula, having absolute magnitude M. M* is equal to the nebula with the brightest magnitude.
Surface brightness fluctuation method
The following method deals with the overall inherent properties of
galaxies. These methods, though with varying error percentages, have the
ability to make distance estimates beyond 100 Mpc, though it is usually
applied more locally.
The surface brightness fluctuation (SBF) method takes advantage of the use of CCD
cameras on telescopes. Because of spatial fluctuations in a galaxy's
surface brightness, some pixels on these cameras will pick up more stars
than others. However, as distance increases the picture will become
increasingly smoother. Analysis of this describes a magnitude of the
pixel-to-pixel variation, which is directly related to a galaxy's
distance.
D–σ relation
The D–σ relation, used in elliptical galaxies, relates the angular diameter (D) of the galaxy to its velocity dispersion.
It is important to describe exactly what D represents, in order to
understand this method. It is, more precisely, the galaxy's angular
diameter out to the surface brightness level of 20.75 B-mag arcsec−2.
This surface brightness is independent of the galaxy's actual distance
from us. Instead, D is inversely proportional to the galaxy's distance,
represented as d. Thus, this relation does not employ standard candles.
Rather, D provides a standard ruler. This relation between D and σ is
Where C is a constant which depends on the distance to the galaxy clusters.
This method has the potential to become one of the strongest
methods of galactic distance calculators, perhaps exceeding the range of
even the Tully–Fisher method. As of today, however, elliptical galaxies
aren't bright enough to provide a calibration for this method through
the use of techniques such as Cepheids. Instead, calibration is done
using more crude methods.
Overlap and scaling
A
succession of distance indicators, which is the distance ladder, is
needed for determining distances to other galaxies. The reason is that
objects bright enough to be recognized and measured at such distances
are so rare that few or none are present nearby, so there are too few
examples close enough with reliable trigonometric parallax to calibrate
the indicator. For example, Cepheid variables, one of the best
indicators for nearby spiral galaxies,
cannot yet be satisfactorily calibrated by parallax alone, though the
Gaia space mission is expected to solve that specific problem. The
situation is further complicated by the fact that different stellar
populations generally do not have all types of stars in them. Cepheids
in particular are massive stars, with short lifetimes, so they will only
be found in places where stars have very recently been formed.
Consequently, because elliptical galaxies
usually have long ceased to have large-scale star formation, they will
not have Cepheids. Instead, distance indicators whose origins are in an
older stellar population (like novae and RR Lyrae variables) must be
used. However, RR Lyrae variables are less luminous than Cepheids, and
novae are unpredictable and an intensive monitoring program—and luck
during that program—is needed to gather enough novae in the target
galaxy for a good distance estimate.
Because the more distant steps of the cosmic distance ladder
depend upon the nearer ones, the more distant steps include the effects
of errors in the nearer steps, both systematic and statistical ones. The result of these propagating errors
means that distances in astronomy are rarely known to the same level of
precision as measurements in the other sciences, and that the precision
necessarily is poorer for more distant types of object.
Another concern, especially for the very brightest standard
candles, is their "standardness": how homogeneous the objects are in
their true absolute magnitude. For some of these different standard
candles, the homogeneity is based on theories about the formation and evolution
of stars and galaxies, and is thus also subject to uncertainties in
those aspects. For the most luminous of distance indicators, the Type Ia
supernovae, this homogeneity is known to be poor;
however, no other class of object is bright enough to be detected at
such large distances, so the class is useful simply because there is no
real alternative.
The observational result of Hubble's Law, the proportional relationship between distance and the speed with which a galaxy is moving away from us (usually referred to as redshift) is a product of the cosmic distance ladder. Edwin Hubble
observed that fainter galaxies are more redshifted. Finding the value
of the Hubble constant was the result of decades of work by many
astronomers, both in amassing the measurements of galaxy redshifts and
in calibrating the steps of the distance ladder. Hubble's Law is the
primary means we have for estimating the distances of quasars and distant galaxies in which individual distance indicators cannot be seen.