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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
Luminosity is an absolute measure of radiated electromagnetic power (light), the radiant power emitted by a light-emitting object over time. In astronomy, luminosity is the total amount of electromagnetic energy emitted per unit of time by a st ...
.
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
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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
Astrometry is a branch of astronomy that involves precise measurements of the positions and movements of stars and other celestial bodies. It provides the kinematics and physical origin of the Solar System and this galaxy, the Milky Way.
His ...
.
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 sizes of the orbits 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 ().
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
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The most important fundamental distance measurements come from trigonometric
parallax
Parallax is a displacement or difference in the apparent position of an object viewed along two different lines of sight and is measured by the angle or semi-angle of inclination between those two lines. Due to foreshortening, nearby objects ...
. 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
A minute of arc, arcminute (arcmin), arc minute, or minute arc, denoted by the symbol , is a unit of angular measurement equal to of one degree. Since one degree is of a turn (or complete rotation), one minute of arc is of a turn. The na ...
for an object at 1
parsec's distance (3.26
light-year
A light-year, alternatively spelled light year, is a large unit of length used to express astronomical distances and is equivalent to about 9.46 trillion kilometers (), or 5.88 trillion miles ().One trillion here is taken to be 1012 ...
s), 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
''Hipparcos'' was a scientific satellite of the European Space Agency (ESA), launched in 1989 and operated until 1993. It was the first space experiment devoted to precision astrometry, the accurate measurement of the positions of celestial obj ...
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 ''micro''arcseconds, enabling reliable distance measurements up to for small numbers of stars. In 2018, Data Release 2 from the
Gaia
In Greek mythology, Gaia (; from Ancient Greek , a poetical form of , 'land' or 'earth'),, , . also spelled Gaea , is the personification of the Earth and one of the Greek primordial deities. Gaia is the ancestral mother—sometimes parthenog ...
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
Proper motion is the astrometric measure of the observed changes in the apparent places of stars or other celestial objects in the sky, as seen from the center of mass of the Solar System, compared to the abstract background of the more dista ...
(transverse across the sky) and
radial velocity
The radial velocity or line-of-sight velocity, also known as radial speed or range rate, of a target with respect to an observer is the temporal rate of change, rate of change of the distance or Slant range, range between the two points. It is e ...
(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
The Doppler effect or Doppler shift (or simply Doppler, when in context) is the change in frequency of a wave in relation to an observer who is moving relative to the wave source. It is named after the Austrian physicist Christian Doppler, who d ...
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
Statistical inference is the process of using data analysis to infer properties of an underlying distribution of probability.Upton, G., Cook, I. (2008) ''Oxford Dictionary of Statistics'', OUP. . Inferential statistical analysis infers propertie ...
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
A Cepheid variable () is a type of star that Instability strip, pulsates radially, varying in both diameter and temperature and producing changes in brightness with a well-defined stable frequency, period and amplitude.
A strong direct period-l ...
and the
RR Lyrae variable
RR Lyrae variables are periodic variable stars, commonly found in globular clusters. They are used as standard candles to measure (extra) galactic distances, assisting with the cosmic distance ladder. This class is named after the prototype ...
s.
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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
In mathematics, a square root of a number is a number such that ; in other words, a number whose ''square'' (the result of multiplying the number by itself, or ⋅ ) is . For example, 4 and −4 are square roots of 16, because .
...
of the sample size.
Moving cluster parallax
In astrometry, the moving-cluster method and the closely related convergent point method are means, primarily of historical interest, for determining the distance to star clusters. They were used on several nearby clusters in the first half of the ...
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 cluster
An open cluster is a type of star cluster made of up to a few thousand stars that were formed from the same giant molecular cloud and have roughly the same age. More than 1,100 open clusters have been discovered within the Milky Way galaxy, and ...
s 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
A planetary nebula (PN, plural PNe) is a type of emission nebula consisting of an expanding, glowing shell of ionized gas ejected from red giant stars late in their lives.
The term "planetary nebula" is a misnomer because they are unrelate ...
, 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 star
A binary star is a system of two stars that are gravitationally bound to and in orbit around each other. Binary stars in the night sky that are seen as a single object to the naked eye are often resolved using a telescope as separate stars, in ...
s which are both
visual
The visual system comprises the sensory organ (the eye) and parts of the central nervous system (the retina containing photoreceptor cells, the optic nerve, the optic tract and the visual cortex) which gives organisms the sense of sight ...
and
spectroscopic
Spectroscopy is the field of study that measures and interprets the electromagnetic spectra that result from the interaction between electromagnetic radiation and matter as a function of the wavelength or frequency of the radiation. Matter ...
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
Velocity is the directional speed of an object in motion as an indication of its rate of change in position as observed from a particular frame of reference and as measured by a particular standard of time (e.g. northbound). Velocity i ...
(usually obtained via the
Doppler effect
The Doppler effect or Doppler shift (or simply Doppler, when in context) is the change in frequency of a wave in relation to an observer who is moving relative to the wave source. It is named after the Austrian physicist Christian Doppler, ...
). 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
Luminosity is an absolute measure of radiated electromagnetic power (light), the radiant power emitted by a light-emitting object over time. In astronomy, luminosity is the total amount of electromagnetic energy emitted per unit of time by a st ...
to an object's observed brightness, the distance to the object can be computed using the
inverse-square law
In science, an inverse-square law is any scientific law stating that a specified physical quantity is inversely proportional to the square of the distance from the source of that physical quantity. The fundamental cause for this can be unde ...
. These objects of known brightness are termed standard candles, coined by
Henrietta Swan Leavitt.
The brightness of an object can be expressed in terms of its
absolute magnitude
Absolute magnitude () is a measure of the luminosity of a celestial object on an inverse logarithmic astronomical magnitude scale. An object's absolute magnitude is defined to be equal to the apparent magnitude that the object would have if it we ...
. This quantity is derived from the logarithm of its luminosity as seen from a distance of 10
parsecs. The
apparent magnitude
Apparent magnitude () is a measure of the brightness of a star or other astronomical object observed from Earth. An object's apparent magnitude depends on its intrinsic luminosity, its distance from Earth, and any extinction of the object's li ...
, the magnitude as seen by the observer (an instrument called a
bolometer
A bolometer is a device for measuring radiant heat by means of a material having a temperature-dependent electrical resistance. It was invented in 1878 by the American astronomer Samuel Pierpont Langley.
Principle of operation
A bolometer ...
is used), can be measured and used with the absolute magnitude to calculate the distance ''d'' to the object in 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
Extinction is the termination of a kind of organism or of a group of kinds ( taxon), usually a species. The moment of extinction is generally considered to be the death of the last individual of the species, although the capacity to breed ...
, 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
In measurement technology and metrology, calibration is the comparison of measurement values delivered by a device under test with those of a calibration standard of known accuracy. Such a standard could be another measurement device of known a ...
, 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.
[
(And references therein.)]
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
A metal (from Greek μέταλλον ''métallon'', "mine, quarry, metal") is a material that, when freshly prepared, polished, or fractured, shows a lustrous appearance, and conducts electricity and heat relatively well. Metals are typi ...
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
The Milky Way is the galaxy that includes our Solar System, with the name describing the galaxy's appearance from Earth: a hazy band of light seen in the night sky formed from stars that cannot be individually distinguished by the naked ey ...
.
Standard siren
Gravitational wave
Gravitational waves are waves of the intensity of gravity generated by the accelerated masses of an orbital binary system that propagate as waves outward from their source at the speed of light. They were first proposed by Oliver Heaviside in ...
s originating from the
inspiral phase of compact binary systems, such as
neutron star
A neutron star is the collapsed core of a massive supergiant star, which had a total mass of between 10 and 25 solar masses, possibly more if the star was especially metal-rich. Except for black holes and some hypothetical objects (e.g. w ...
s or
black hole
A black hole is a region of spacetime where gravity is so strong that nothing, including light or other electromagnetic waves, has enough energy to escape it. The theory of general relativity predicts that a sufficiently compact mass can defo ...
s, 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 leading-order terms (or corrections) within a mathematical equation, expression or model are the terms with the largest order of magnitude.J.K.Hunter, ''Asymptotic Analysis and Singular Perturbation Theory'', 2004. http://www.math.ucdavis.edu/~ ...
, the
rate of change of frequency
is given by
:
where
is the
gravitational constant,
is the
speed of light
The speed of light in vacuum, commonly denoted , is a universal physical constant that is important in many areas of physics. The speed of light is exactly equal to ). According to the special theory of relativity, is the upper limit fo ...
, and
is a single (therefore computable) number called the
chirp mass of the system, a combination of the masses
of the two objects
:
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.
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
Extinction is the termination of a kind of organism or of a group of kinds ( taxon), usually a species. The moment of extinction is generally considered to be the death of the last individual of the species, although the capacity to breed ...
due to an intervening absorbing medium. But they ''are'' subject to
gravitational lens
A gravitational lens is a distribution of matter (such as a cluster of galaxies) between a distant light source and an observer that is capable of bending the light from the source as the light travels toward the observer. This effect is known ...
ing, 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. Finally, it is difficult for detector networks to measure the polarization of a signal accurately if the binary system is observed nearly face-on; 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
Hubble's law, also known as the Hubble–Lemaître law, is the observation in physical cosmology that galaxies are moving away from Earth at speeds proportional to their distance. In other words, the farther they are, the faster they are moving ...
.
This was the case for
GW170817, which was used to make the first such measurement. 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
.
Standard ruler
Another class of physical distance indicator is the
standard ruler
A standard ruler is an astronomical object for which the actual physical size is known. By measuring its angular size in the sky, one can use simple trigonometry to determine its distance from Earth. In simple terms, this is because objects of a fi ...
. 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 (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, 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
A binary star is a system of two stars that are gravitationally bound to and in orbit around each other. Binary stars in the night sky that are seen as a single object to the naked eye are often resolved using a telescope as separate stars, in ...
— 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
The Large Magellanic Cloud (LMC), or Nubecula Major, is a satellite galaxy of the Milky Way. At a distance of around 50 kiloparsecs (≈160,000 light-years), the LMC is the second- or third-closest galaxy to the Milky Way, after the ...
(LMC),
Small Magellanic Cloud
The Small Magellanic Cloud (SMC), or Nubecula Minor, is a dwarf galaxy near the Milky Way. Classified as a dwarf irregular galaxy, the SMC has a D25 isophotal diameter of about , and contains several hundred million stars. It has a total mass of ...
(SMC),
Andromeda Galaxy
The Andromeda Galaxy (IPA: ), also known as Messier 31, M31, or NGC 224 and originally the Andromeda Nebula, is a barred spiral galaxy with the diameter of about approximately from Earth and the nearest large galaxy to the Milky Way. The gal ...
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 variable
RR Lyrae variables are periodic variable stars, commonly found in globular clusters. They are used as standard candles to measure (extra) galactic distances, assisting with the cosmic distance ladder. This class is named after the prototype ...
s — used for measuring distances within the
galaxy
A galaxy is a system of stars, stellar remnants, interstellar gas, dust, dark matter, bound together by gravity. The word is derived from the Greek ' (), literally 'milky', a reference to the Milky Way galaxy that contains the Solar Sys ...
and in nearby
globular cluster
A globular cluster is a spheroidal conglomeration of stars. Globular clusters are bound together by gravity, with a higher concentration of stars towards their centers. They can contain anywhere from tens of thousands to many millions of memb ...
s.
* 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
A globular cluster is a spheroidal conglomeration of stars. Globular clusters are bound together by gravity, with a higher concentration of stars towards their centers. They can contain anywhere from tens of thousands to many millions of member ...
(GCLF)
**
Surface brightness fluctuation (SBF)
* In galactic astronomy,
X-ray bursts (thermonuclear flashes on the surface of a
neutron star
A neutron star is the collapsed core of a massive supergiant star, which had a total mass of between 10 and 25 solar masses, possibly more if the star was especially metal-rich. Except for black holes and some hypothetical objects (e.g. w ...
) 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
nova
A nova (plural novae or novas) is a transient astronomical event that causes the sudden appearance of a bright, apparently "new" star (hence the name "nova", which is Latin for "new") that slowly fades over weeks or months. Causes of the dramati ...
e
* The
Tully–Fisher relation
In astronomy, the Tully–Fisher relation (TFR) is an empirical relationship between the mass or intrinsic luminosity of a spiral galaxy and its asymptotic rotation velocity or emission line width. It was first published in 1977 by astronomers ...
* 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
In astronomy, a light curve is a graph of light intensity of a celestial object or region as a function of time, typically with the magnitude of light received on the y axis and with time on the x axis. The light is usually in a particular frequ ...
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
Hubble's law, also known as the Hubble–Lemaître law, is the observation in physical cosmology that galaxies are moving away from Earth at speeds proportional to their distance. In other words, the farther they are, the faster they are moving ...
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
The Hertzsprung–Russell diagram, abbreviated as H–R diagram, HR diagram or HRD, is a scatter plot of stars showing the relationship between the stars' absolute magnitudes or luminosities versus their stellar classifications or effective tempe ...
, 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
In astronomy, the main sequence is a continuous and distinctive band of stars that appears on plots of stellar color versus brightness. These color-magnitude plots are known as Hertzsprung–Russell diagrams after their co-developers, Ejnar Her ...
. 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
Extinction is the termination of a kind of organism or of a group of kinds ( taxon), usually a species. The moment of extinction is generally considered to be the death of the last individual of the species, although the capacity to breed ...
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
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
star
A star is an astronomical object comprising a luminous spheroid of plasma held together by its gravity. The nearest star to Earth is the Sun. Many other stars are visible to the naked eye at night, but their immense distances from Earth make ...
s,
globular cluster
A globular cluster is a spheroidal conglomeration of stars. Globular clusters are bound together by gravity, with a higher concentration of stars towards their centers. They can contain anywhere from tens of thousands to many millions of memb ...
s,
nebula
A nebula ('cloud' or 'fog' in Latin; pl. nebulae, nebulæ or nebulas) is a distinct luminescent part of interstellar medium, which can consist of ionized, neutral or molecular hydrogen and also cosmic dust. Nebulae are often star-forming regio ...
e, and galaxies as a whole. Other methods are based more on the statistics and probabilities of things such as entire
galaxy cluster
A galaxy cluster, or a cluster of galaxies, is a structure that consists of anywhere from hundreds to thousands of galaxies that are bound together by gravity, with typical masses ranging from 1014 to 1015 solar masses. They are the second-la ...
s.
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
Absolute magnitude () is a measure of the luminosity of a celestial object on an inverse logarithmic astronomical magnitude scale. An object's absolute magnitude is defined to be equal to the apparent magnitude that the object would have if it we ...
. The distance to the star can then be calculated from its
apparent magnitude
Apparent magnitude () is a measure of the brightness of a star or other astronomical object observed from Earth. An object's apparent magnitude depends on its intrinsic luminosity, its distance from Earth, and any extinction of the object's li ...
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:
:
[Benedict, G. Fritz et al]
"Hubble Space Telescope Fine Guidance Sensor Parallaxes of Galactic Cepheid Variable Stars: Period-Luminosity Relations"
, ''The Astronomical Journal'', Volume 133, Issue 4, pp. 1810–1827 (2007)
:
[Majaess, Daniel; Turner, David; Moni Bidin, Christian; Mauro, Francesco; Geisler, Douglas; Gieren, Wolfgang; Minniti, Dante; Chené, André-Nicolas; Lucas, Philip; Borissova, Jura; Kurtev, Radostn; Dékány, Istvan; Saito, Roberto K]
"New Evidence Supporting Membership for TW Nor in Lyngå 6 and the Centaurus Spiral Arm"
, ''ApJ Letters'', Volume 741, Issue 2, article id. L2 (2011)
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
Hubble's law, also known as the Hubble–Lemaître law, is the observation in physical cosmology that galaxies are moving away from Earth at speeds proportional to their distance. In other words, the farther they are, the faster they are moving ...
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
The Milky Way is the galaxy that includes our Solar System, with the name describing the galaxy's appearance from Earth: a hazy band of light seen in the night sky formed from stars that cannot be individually distinguished by the naked ey ...
. 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
The photosphere is a star's outer shell from which light is radiated.
The term itself is derived from Ancient Greek roots, φῶς, φωτός/''phos, photos'' meaning "light" and σφαῖρα/''sphaira'' meaning "sphere", in reference to it ...
, 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 Δ''t''. Subsequently, we can use
:
where d is the distance to the supernova, ''V
ej'' is the supernova's ejecta's radial velocity (it can be assumed that ''V
ej'' equals ''V
θ'' 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
The Chandrasekhar limit () is the maximum mass of a stable white dwarf star. The currently accepted value of the Chandrasekhar limit is about ().
White dwarfs resist gravitational collapse primarily through electron degeneracy pressure, compar ...
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
Nova
A nova (plural novae or novas) is a transient astronomical event that causes the sudden appearance of a bright, apparently "new" star (hence the name "nova", which is Latin for "new") that slowly fades over weeks or months. Causes of the dramati ...
e 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
A globular cluster is a spheroidal conglomeration of stars. Globular clusters are bound together by gravity, with a higher concentration of stars towards their centers. They can contain anywhere from tens of thousands to many millions of member ...
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 ''m''
0 is the turnover magnitude, ''M''
0 is the magnitude of the Virgo cluster, and sigma is the dispersion ~ 1.4 mag.
It is assumed that globular clusters all have roughly the same luminosities within the
universe
The universe is all of space and time and their contents, including planets, stars, galaxies, and all other forms of matter and energy. The Big Bang theory is the prevailing cosmological description of the development of the universe. A ...
. 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 nebula
A planetary nebula (PN, plural PNe) is a type of emission nebula consisting of an expanding, glowing shell of ionized gas ejected from red giant stars late in their lives.
The term "planetary nebula" is a misnomer because they are unrelate ...
e 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.
Sigma-D relation
The
Sigma-D relation (or Σ-D 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
A standard ruler is an astronomical object for which the actual physical size is known. By measuring its angular size in the sky, one can use simple trigonometry to determine its distance from Earth. In simple terms, this is because objects of a fi ...
. 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 are not 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 can now weigh in on 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
error
An error (from the Latin ''error'', meaning "wandering") is an action which is inaccurate or incorrect. In some usages, an error is synonymous with a mistake. The etymology derives from the Latin term 'errare', meaning 'to stray'.
In statistic ...
s 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
Formation may refer to:
Linguistics
* Back-formation, the process of creating a new lexeme by removing or affixes
* Word formation, the creation of a new word by adding affixes
Mathematics and science
* Cave formation or speleothem, a secondary ...
and
evolution
Evolution is change in the heritable characteristics of biological populations over successive generations. These characteristics are the expressions of genes, which are passed on from parent to offspring during reproduction. Variation ...
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
Proportionality, proportion or proportional may refer to:
Mathematics
* Proportionality (mathematics), the property of two variables being in a multiplicative relation to a constant
* Ratio, of one quantity to another, especially of a part compare ...
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
Edwin Powell Hubble (November 20, 1889 – September 28, 1953) was an American astronomer. He played a crucial role in establishing the fields of extragalactic astronomy and observational cosmology.
Hubble proved that many objects previously ...
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
quasar
A quasar is an extremely luminous active galactic nucleus (AGN). It is pronounced , and sometimes known as a quasi-stellar object, abbreviated QSO. This emission from a galaxy nucleus is powered by a supermassive black hole with a mass rangin ...
s and distant galaxies in which individual distance indicators cannot be seen.
See also
*
Araucaria Project
*
Distance measure
*
Orders of magnitude (length)#Astronomical
*
Standard ruler
A standard ruler is an astronomical object for which the actual physical size is known. By measuring its angular size in the sky, one can use simple trigonometry to determine its distance from Earth. In simple terms, this is because objects of a fi ...
Footnotes
References
Bibliography
*
*''Measuring the Universe The Cosmological Distance Ladder'', Stephen Webb, copyright 2001.
*
*''The Astrophysical Journal'', ''The Globular Cluster Luminosity Function as a Distance Indicator: Dynamical Effects'', Ostriker and Gnedin, May 5, 1997.
*''An Introduction to Distance Measurement in Astronomy'', Richard de Grijs, Chichester: John Wiley & Sons, 2011, .
External links
The ABC's of distances (UCLA)by Bill Keel
The Hubble Space Telescope Key Project on the Extragalactic Distance ScaleThe Hubble Constant a historical discussion
NASA Cosmic Distance ScaleThe Astrophysical Journal
{{Authority control
Astrometry
Physical cosmology
Standard candles
Length, distance, or range measuring devices
Concepts in astronomy