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Cosmic distance ladder
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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 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

The sculpture The Astronomer shows the use of parallax to measure distance. It is made from parts of the Yale–Columbia Refractor telescope (1924) damaged when the 2003 Canberra bushfires burned out the Mount Stromlo Observatory; at Questacon, Canberra.[1]

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. Early fundamental distances—such as the radii of the earth, moon and sun, and the distances between them—were well estimated with very low technology by the ancient Greeks.[2]

Astronomical unit

Direct distance measurements are based upon the astronomical unit (AU), which is defined as the mean distance between the Earth and the Sun. Kepler's laws provide precise ratios of the orbit sizes of objects orbiting the Sun, but provide 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 parts in 100 billion (1×10−11).

Historically, observations of Venus transits 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,[3] and by tracking interplanetary spacecraft in their orbits around the Sun through the Solar System.

Parallax

Stellar parallax motion from annual parallax. Half the apex angle is the parallax angle.
Parallax is an angle subtended by a line on a point. In the upper diagram, the Earth in its orbit sweeps the parallax angle subtended on the Sun. The lower diagram shows an equal angle swept by the Sun in a geostatic model. A similar diagram can be drawn for a star except that the angle of parallax would be minuscule.

The most important fundamental distance measurements in astronomy come from trigonometric parallax, as applied in the stellar parallax method. 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, even for the nearest stars, measuring 1 arcsecond for an object at 1 parsec's distance (3.26 light-years), 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. In the 1990s, for example, the Hipparcos mission obtained parallaxes for over a hundred thousand stars with a precision of about a milliarcsecond,[4] providing useful distances for stars out to a few hundred parsecs. The Hubble Space Telescope's Wide Field Camera 3 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.[5][6] The Gaia space mission provided similarly accurate distances to most stars brighter than 15th magnitude.[7]

Distances can be measured within 10% as far as the Galactic Center, about 30,000 light years away. 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.[8]

Parallax measurements may be an important clue to understanding three of the universe's most elusive components: dark matter, dark energy and neutrinos.[9]
Hubble Space Telescope precision stellar distance measurement has been extended 10 times further into the Milky Way.[10]

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.[11]

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 do not 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.[12] 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, coined by Henrietta Swan Leavitt.[13]

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 parsecs[14] 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.[15] 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.[16][clarification needed]

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 estimates of distances to the globular clusters, the nearby galaxies, and the diameter of the Milky Way.[citation needed]

Most recently kilonova have been proposed as another type of standard candle. "Since kilonovae explosions are spherical,[17] astronomers could compare the apparent size of a supernova explosion with its actual size as seen by the gas motion, and thus measure the rate of cosmic expansion at different distances."[18]

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 energy emitted as gravitational radiation comes exclusively from the orbital energy of the pair, and the resultant shrinking of their orbits is directly observable as an increase in the frequency of the emitted gravitational waves. To leading order, the rate of change of frequency is given by[19][20]: 38 

where is the gravitational constant, is the speed of light, and is a single (therefore computable[a]) number called the chirp mass of the system, a combination of the masses of the two objects[22]
By observing the waveform, the chirp mass can be computed and thence the power (rate of energy emission) of the gravitational waves. Thus, such a gravitational wave source is a standard siren of known loudness.[23][20]

Just as with standard candles, given the emitted and received amplitudes, the inverse-square law determines the distance to the source. There are some differences with standard candles, however. Gravitational waves are not emitted isotropically, but measuring the polarisation of the wave provides enough information to determine the angle of emission. Gravitational wave detectors also have anisotropic antenna patterns, so the position of the source on the sky relative to the detectors is needed to determine the angle of reception.

Generally, if a wave is detected by a network of three detectors at different locations, the network will measure enough information to make these corrections and obtain the distance. Also unlike standard candles, gravitational waves need no calibration against other distance measures. The measurement of distance does of course require the calibration of the gravitational wave detectors, but then the distance is fundamentally given as a multiple of the wavelength of the laser light being used in the gravitational wave interferometer.

There are other considerations that limit the accuracy of this distance, besides detector calibration. Fortunately, gravitational waves are not subject to extinction due to an intervening absorbing medium. But they are subject to gravitational lensing, in the same way as light. If a signal is strongly lensed, then it might be received as multiple events, separated in time, the analogue of multiple images of a quasar, for example. Less easy to discern and control for is the effect of weak lensing, where the signal's path through space is affected by many small magnification and demagnification events. This will be important for signals originating at cosmological redshifts greater than 1. It is difficult for detector networks to measure the polarization of a signal accurately if the binary system is observed nearly face-on.[24] Such signals suffer significantly larger errors in the distance measurement. Unfortunately, binaries radiate most strongly perpendicular to the orbital plane, so face-on signals are intrinsically stronger and the most commonly observed.

If the binary consists of a pair of neutron stars, their merger will be accompanied by a kilonova/hypernova explosion that may allow the position to be accurately identified by electromagnetic telescopes. In such cases, the redshift of the host galaxy allows a determination of the Hubble constant .[22] This was the case for GW170817, which was used to make the first such measurement.[25] Even if no electromagnetic counterpart can be identified for an ensemble of signals, it is possible to use a statistical method to infer the value of .[22]

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.[26] 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 (see baryon acoustic oscillations). 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,[27][28] although it is challenging to correctly measure the source geometry.[29][30]

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:

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

Extragalactic distance indicators[34]
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
Sigma-D 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 use 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 uses 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 extragalactic classical Cepheids:

     [35]
     [36]

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.[37][38][39][40][41][42][43][44][45]

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.[46][47]

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.[citation needed]

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.[48]

Supernovae

SN 1994D (bright spot on the lower left) in the NGC 4526 galaxy. Image by NASA, ESA, The Hubble Key Project Team, and The High-Z Supernova Search Team

There are several different methods for which supernovae can be used to measure extragalactic distances. Zdroj:https://en.wikipedia.org?pojem=Cosmic_distance_ladder
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