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19 Detecting Exoplanets

Perhaps nothing captures the imagination more fully than envisioning life on another planet. What was still in the realm of science fiction just a few decades ago, especially through television shows like Star Trek, is now commonplace:  as of 2024, more than 5,000 exoplanets — planets orbiting a star other than our Sun — have been discovered. Their detection and study has brought the search for life in the universe to a new level. Exoplanets can be categorized as rocky or gaseous, and their atmospheres can be searched for biosignatures. Unlocking more clues from exoplanets will narrow down the possibilities for habitable worlds in our galaxy.

Learning Objectives

By the end of this chapter, you will be able to:

  • Explain the center-of-mass of a solar system and star “wobbling” that enables detection
  • Describe how spectra can be used to detect exoplanets (the Doppler Technique) and how the minimum mass of an exoplanet can be found
  • Summarize the types of planets (sizes, masses, orbital periods) that can be detected with imaging and radial velocity (“Doppler”) data.
  • Describe the transit method for detecting exoplanets and how the radius of an exoplanets can be found

Early History

There are several techniques for discovering exoplanets. In this chapter we will focus only on the two most common methods. The first exoplanets were detected by the gravitational effect that they exerted on their host stars, but the majority of exoplanets known today were detected by monitoring the decrease in light as they pass in front of their stars.  Each method is sensitive to specific types of exoplanets, and when we piece the information together, we can begin to understand the diversity of exoplanets. Humans have long wondered whether other solar systems with planets like our own Earth might exist among the billions of stars in our galaxy, and this moment will go down as the time when we figured this out.

The first failures and successes

The discovery of worlds around other stars has a long history with many false starts. In the 1960s, Peter van de Kamp interpreted a small wobble in the position of Barnard’s star as an exoplanet. Observations by other astronomers contradicted that result, although van de Kamp never admitted that his claim was in error. In 1991, Lyne and Bailes reported in the prestigious Nature journal the discovery of a planet orbiting the pulsar star PSR 1829-10. They had measured frequency of pulse arrival times and used the Doppler effect to infer the presence of a planet, but later realized that they had not properly accounted for the velocity of the Earth around the Sun. When Lyne retracted the result at a meeting of the American Astronomical Society in January 1992, he received a standing ovation for his scientific integrity and courage.

There were also a few signals that were initially published with alternative interpretations that later turned out to be exoplanets. In 1988, Campbell, Walker and Yang observed a periodic radial velocity signal in the red giant star, Gamma Cephei. They tentatively interpreted this as photospheric variability in the star, but additional data by Hatzes and colleagues in 2002 confirmed that this was indeed an orbiting exoplanet.  Another example occurred in 1989 when Latham and colleagues published the discovery of a companion to the star HD 114762; the team cautiously interpreted this as a possible brown dwarf. However, by 2012, this object was reclassified as a massive exoplanet.

Figure 1 – Pulsar Planets. NASA Exoplanets Exploration Program’s Exoplanet Travel Bureau poster for the planets around the pulsar PSR B1257+12. One of these exoplanets, PSR B1257+12 b, has been named Poltergeist, a nod to its unlikely existence after the supernova explosion of its host star

The first confirmed exoplanets were very peculiar. Aleksander Wolszczan and Dale Frail measured periodic variations in the frequency of pulse arrival times to detect two small planets orbiting the pulsar neutron star, PSR 1257+12 in 1992. In 1994, they found one more planet in this system. These discoveries were puzzling because this planetary system should not have survived the supernova explosion of the host star before it evolved to become a spinning neutron star. The planets likely formed in a debris disk around the pulsar. In retrospect, perhaps that discovery should have told us that planet formation was a ubiquitous process. If planets can form around an exploding supernova, then we should have expected that exoplanets were common.

In 1952, astronomer Otto Struve made the remarkable assertion that if a Jupiter-like planet resided very close to its host star, that the gravitational tug of the planet on the star would produce radial velocity variations that might be detected in the stellar spectra with high enough precision measurements.

Twentieth-century astronomers worked to improve the precision of their techniques, and in 1995, the first exoplanet was finally discovered around a sun-like star. Most astronomers consider the dawn of exoplanets to be November 1995 when Michel Mayor and Didier Queloz discovered a gas giant planet orbiting the sun-like star 51 Pegasi at the Observatoire de Haute-Provence using the Doppler technique. The interpretation of this radial velocity signal as an exoplanet remained controversial for a few years but is no longer questioned. 51 Peg b was the first confirmed detection of an exoplanet around a main sequence star, and the 2019 Nobel Prize was awarded to Mayor and Queloz.

Direct Imaging

Just take a picture!

Seeing is believing, so it would be ideal if we could simply point a telescope at a star and take a picture of the orbiting planets. This method is called direct imaging, and the biggest challenge is separating the reflected light of the planet from the light of the star. The problem is that the planet is typically a billion times fainter and lost in the glare of the star. While techniques do exist to block out the light from the star, there are few direct images of exoplanets. Instead, we infer the presence of exoplanets by how they affect the star they are orbiting, either the star’s motion or its brightness. These methods rely upon indirect detection.

The Doppler Technique

The Doppler technique (also called the radial velocity technique) was the first method to successfully detect exoplanets orbiting Sun-like stars. This technique measures the velocity of stars over time. All stars are traveling in orbits around the center of our Milky Way galaxy. For example, the Sun takes about 220 Myr to complete one loop around the galaxy. As the Sun travels around the galaxy, some stars appear to be moving toward us while others are moving away.

After subtracting the constant galactic velocity for a given star, a small remaining periodic motion in the velocity of a star (a “residual” velocity) can reveal that the star is being tugged around a common center-of-mass by another body, as shown in Figure 5 below. These residual velocities can be modeled to determine whether the orbiting object is a planet. With the Doppler technique, the planet is never observed (making this an “indirect” detection method). Instead, the time-varying velocity of the host star is modeled to infer the presence of an unseen planet. All stars have some nearly constant radial velocity; stars that exhibit a residual periodicity in their radial velocities have a gravitationally bound companion.

The Center-of-Mass of Solar Systems

The Sun is generally assumed to be the center of our solar system, with the planets, asteroids and comets all orbiting around it. This is almost true but there is a gravitational pull on the Sun from the planets, especially the massive planets. This tug on the Sun causes it to “wobble” around, moving in small loops. This looping pattern repeats but the center stays fixed and is called the center-of-mass. The center-of-mass is the point around which both the star and all planets revolve. This is shown in Figure 5a and 5b (left and right), where for simplicity, there is only one planet orbiting the star.

Figure 5a – Face-on Center of Mass. A star and planet orbit their common center of mass. The star “wobbles” (moves in a small circle) due to the gravitational tug from the planet. When the star is on the left side of its orbit in this image, where is the planet?
Figure 5b – Edge-on Center of Mass. A star and planet orbit their common center of mass. The star “wobbles” (moves in a small circle) due to the gravitational tug from the planet. When the star is on the right side of its orbit in this image, where is the planet?

 

 

 

 

 

 

 

 

 

 

The Doppler Effect and Radial Velocity

How can this wobble of a star be used to detect exoplanets? The answer brings us back to spectroscopy. Specifically, the Doppler effect, which gives this technique its name. By taking a spectrum of a star, we can determine its temperature, chemical composition and motion. The motion we can find is called the radial velocity and is specifically the motion either directly toward or directly away from us. Think of drawing a radius between the instrument (a spectrograph) and the star — it is motion along this radial line we can determine. When a star (or any object emitting waves) is moving away from us, its spectral lines are shifted toward smaller wavelengths; this is called a blueshift. When the star is moving away from us, the spectrum shifts toward longer wavelengths, and this is called redshift. Figure 6 shows how this looks for the absorption lines in the spectrum of a star: the middle panel shows the lines if the star has no radial motion; in the top panel, the star is moving away from us and its lines are moved toward the red end of the spectrum; and in the bottom panel the star is moving away from us and its lines are moved toward the blue end of the spectrum.

Figure 6 – Doppler Shifted Absorption Lines. When the star is moving away from us, which direction do the absorption lines shift? 

 

If we observe a star long enough and find that its spectral lines are shifting back and forth, then the presence of another object (in this case, a planet) can be inferred. Keep in mind that the spectral lines we observe are for the star and not the planet; the planet’s reflected light is far too faint to have its spectrum recorded. This can be seen in the animation below (Figure 7), where the spectral lines are for the star.

Figure 7 – Doppler Shift of Stellar Spectrum. As a planet orbits a star, the star wobbles. This causes a change in the appearance of the star’s spectrum called Doppler shift. While the star is moving toward us, its spectrum is blueshifted (top spectrum): All of the wavelengths look compressed and absorption lines appear at shorter (bluer) wavelengths than when the star is not moving toward or away from us (middle spectrum). While the star is moving away from us, the light is redshifted: All of the wavelengths look stretched out and the absorption lines appear at longer (redder) wavelengths (bottom spectrum). Because the change in wavelength is directly related to relative speed, astronomers can use Doppler shift to calculate exactly how fast an object is moving toward or away from us. Astronomers can also track the Doppler shift of a star over time to estimate the mass of the planet orbiting it. As the star is moving away from us, what direction is the planet moving? Do the spectral lines move redward or blueward at this time?

In reality, high-resolution spectra are needed to find the wavelength shifts to the precision needed to determine properties of an exoplanet. A segment from an extracted high-resolution spectrum around the deep pair of sodium absorption lines is shown in the animation (Figure 8) below, where each shift of the spectrum simulates a different velocity shift. By measuring the periodic shift of the wavelengths for these lines ([latex]\Delta \lambda[/latex]) relative to the rest wavelength ([latex]\lambda_0[/latex], indicated by the red vertical lines for sodium), the velocity of the star over time can be calculated.

Figure 8 – Doppler Shift of High Resolution Spectrum. The Doppler shift is measured from each spectrum of the star and the time series radial velocities are calculated. The red lines indicate the rest wavelengths for the two sodium lines at 589.0 nm and 589.6 nm. How is the velocity of the star determined from the shifting of the atomic absorption lines?

The animation above is an extreme exaggeration (for the purpose of illustration) of the reflex Doppler shift that would occur from orbiting exoplanets. The spectral absorption lines in the animation above are between 5-20 pixels in width. A spectral line shift of just one pixel on a detector corresponds to a radial velocity change of about 1000 m/s. The amplitude of Doppler shifts caused by exoplanets would be invisible to the eye on the scale shown above.

To determine the radial velocity of a star from its spectrum, you only need to measure how far the wavelengths of the absorption lines have shifted due to the motion toward or away from us. This shift in wavelength, [latex]\Delta \lambda[/latex], is related to the radial velocity, [latex]v_{rad}[/latex], as follows:

[latex]$\frac{\Delta \lambda}{\lambda_0} = \frac{v_{rad}}{c}$[/latex]

Here, [latex]\lambda_0}[/latex] is the wavelength of a line if there was no radial motion, meaning the middle panel of Figure 6. We sometimes refer to [latex]\lambda_0}[/latex] as the rest wavelength or lab wavelength. The constant [latex]c[/latex] is the speed of light.

This same formula will give the reflex radial velocity for a star that is wobbling due to the presence of a planet, as shown in the example below.

Worked Example: Finding the Reflex Radial Velocity

You observe a star and notice that the spectral lines are moving back and forth. You know that the rest wavelength, [latex]\lambda_0}[/latex], of one of the lines is 656.28 nm and observe over time that it shifts back and forth by 0.00012 nm (a very small shift). What is the reflex radial velocity of this star?

We are given the shift in wavelength: [latex]\Delta \lambda[/latex] = 0.00012 nm and that the rest wavelength is 656.28 nm. In one step, we can find the reflex radial velocity:

[latex]$\frac{v_{rad}}{c} = \frac{\Delta \lambda}{\lambda_0}$[/latex]

[latex]v_{rad} =c \frac{\Delta \lambda}{\lambda_0}[/latex] = (3.0×108 m/s)×(0.00012 nm)/(656.28 nm) = 54.8 m/s

Notice that the units of [latex]\Delta \lambda[/latex] and [latex]\lambda_0}[/latex] are the same — they are both in nanometers. They can be in any units as long as they are the same and thus cancel each other out.

What does this value mean? This is the reflex (or residual) radial velocity — as the star moves in its small loop, the radial velocity varies and 54.8 m/s is the maximum value it reaches. The value will reach a maximum speed of 54.8 m/s and a minimum speed of -54.8 m/s. Figure 10 below shows this idea, where in that case E is the maximum and A is the minimum value for the radial velocity.​

Our ability to detect smaller planets is limited by the precision with which we can measure the shifts of spectral lines. Jupiter induces a radial velocity in the Sun of about 12 m/s with a periodicity of about 12 years. To detect Jupiter, we would need to measure a 12-year back-and-forth shift in the spectral lines of just 0.01 pixel. (The raw data collected by a spectrograph records data as pixels; the pixels are converted to wavelengths during processing.) This requires that we control the stability of our instrument to much better than this precision and maintain the control over at least 12 years. Impressively, this is the state of the art: astronomers can measure wavelength shifts to the level of 0.001 pixel (1 m/s) with decades-long stability. However, detecting the stellar reflex velocity from a planet like the Earth is a much greater challenge. The Earth induces a velocity of about 10 cm/s in the Sun. This corresponds to a one-year back-and-forth shift of 0.0001 pixel. New instruments are now being developed to try to find other examples of Earth-like planets that might harbor life.

Mass and Inclination of a Planetary System

Kepler’s Third Law relates the orbital period of a planet around a star to the planet’s average distance from the star: [latex]P^2=a^3[/latex], where [latex]P[/latex] is how long it takes the planet to make one orbit around the star and [latex]a[/latex] is the semi-major axis of the orbit (or the average distance of the planet from its star). This handy version requires that [latex]P[/latex] be given in years and [latex]a[/latex] given in astronomical units (AU). After formulating the Law of Gravitation, Newton generalized this law to include the masses of the two orbiting objects (for a review, see Newton’s version of Kepler’s Third Law):

[latex](M_{1}+M_{2})P^2 = a^3[/latex]

This means that if we know [latex]P[/latex] and [latex]a[/latex], we can get the total mass of the planetary system. The mass of the star can be estimated based on its spectral type, so this means we can find the mass of the exoplanet! But the full mass of the exoplanet cannot always be determined — it depends on the orientation of the star system.

Looking carefully at Figure 5 again, notice that we are essentially viewing the star system edge-on, meaning that all of the star’s movement is toward/away from us and along our line-of-sight. But what if the planetary system was tilted along our line of sight? Let’s imagine the extreme case where we are seeing viewing the system face-on, as in the right panel in Figure 9.

 

Figure 9 – Edge-on and face-on views of a planetary system. In the edge-on case (left), all of the star’s motion is along our line of sight and the full radial velocity signal can be measured. When the system is face-on in the plane of the sky, is there any motion toward or away from us?

In the case of a face-on orientation of the planetary system, as shown on the right in Figure 9, none of the stars motion is along out line of sight so the Doppler technique will not yield any information. In reality, planetary systems can have any orientation along our line of sight. The orientation of a planetary system is characterized by a parameter $i$, which stands for inclination. For the edge-on case, $i$ = 90° and for the face-on case, $i$ = 0°. For a system that has an inclination that is less than 90°, the exact mass cannot be determined but the minimum mass that the planet could have is found. The minimum mass depends on $\sin i$, and a full quantitative description of how to find this minimum mass is given in the box below.

Detecting planets from velocities

To detect a planet with the Doppler technique, many spectra must be obtained that span the complete orbital period of the star-planet system. Of course, astronomers don’t know the orbital period in advance, so in practice, they take as many spectra as possible and then use mathematical and statistical methods to search for repeating changes in the radial velocity.

Figure 10 depicts the orbit of a star as a dashed circular path that is viewed edge-on by an observer to the right. The velocity of the star is constant in this figure, however the projected radial velocity along our line of sight is changing. At point A, the star moves toward the observer and the spectrum of the star is blue-shifted (the measured wavelengths are shorter). At point E, the star moves away from the observer and the spectrum of the star is red-shifted (the measured wavelengths are shifted to longer, redder wavelengths). At point C, there is no radial velocity – all of the motion is tangential to our line of sight.  At points B and D, only the projected radial component of the velocity (velocity times the sine of the orbital inclination) can be measured in the stellar spectrum.

Gliese 229 - Wikipedia
Figure 10. The Doppler technique is only sensitive to velocity along our line of sight (radial velocity). As the star orbits the center of mass, the projected component of the radial velocity is calculated by measuring the change in the wavelength of absorption lines in the stellar spectrum. What is the radial velocity that we measure when the star is traveling tangential to our line of site (point C)?

The radial velocity data for the star can be used to find the orbital parameters — and determine the minimum mass — of the planet. Details are given in the box below.

Want to know more: Finding exoplanet masses from velocity data

From the radial velocity curve of the star, the orbital period of the planet can be found (it is the same as the observed period for the star’s wobble) along with the amplitude of the radial velocity for the star. The semi-amplitude, which is half of the full amplitude, is denoted as K and is shown in Figure 11 below.

 

Figure 11 – The radial velocity for a star with a companion as a function of time.

The orbital parameters can then be used to calculate the semi-major axis and the mass of the planet times the orbital inclination using Newtonian physics.

[latex]$$K = \frac{1}{\sqrt{1-e^2}} \left(\frac{2 \pi G}{P}\right)^\frac{1}{3} \frac{m_{p} \sin(i)}\left({M_{*}+m_{p}}\right)^\frac{2}{3} $$[/latex]

where

[latex]m_{p}[/latex] is the mass of the exoplanet,

[latex]M_{*}[/latex] is the mass of the star,

[latex]P[/latex] is the orbital period,

[latex]e[/latex] is the eccentricity of the exoplanet’s orbit and

[latex]i[/latex] is the inclination of the orbit.

This can be rearranged to give the formula for the minimum mass of the exoplanet:

[latex]$$m_{p}\sin i = K \sqrt{1-e^2} \left(\frac{P}{2 \pi G}\right)^\frac{1}{3} \left(M_{*}+m_{p}\right)^\frac{2}{3}$$[/latex]

Statistical probability for [latex]\sin(i)[/latex]

For randomly oriented inclinations, the probability of drawing a particular [latex]\sin(i)[/latex] is not uniform. Instead, the probability of observing an orbit with an inclination $\Delta i$ between $i_{1}$ and $i_{2}$ scales as the difference between the cosine of those angles:

[latex]\mathcal{P}=|\cos i_{1} - \cos i_{2}|[/latex]

So, there is an 86% probability that the inclination of a random orbit is between 90° and 30°. For these typical orbits, the true mass of the planet would be within a factor of two of the measured [latex]m_{p} \sin i[/latex]. Conversely, there is only a 14% probability that an orbital inclination is between 30° and 0° (yielding a true mass more than twice [latex]m_{p} \sin i[/latex]).

Real-world examples

In 1995, Michel Mayor and Didier Queloz discovered the first exoplanet around a main sequence star using the Doppler technique. The planet that they discovered has a mass similar to Jupiter’s and orbits the star 51 Pegasi once every 4.23 days. The data from their 1995 discovery paper are shown in Figure 12 below. Because the signal repeats, the velocities can be folded so that the orbital periods repeat. This “phase-folded” data is a helpful way to display relatively short periodic signals and clearly demonstrates that the signal is repeating in a predictable way.

In the data from the Mayor & Queloz 1995 paper, you can see that from September to November in 1994, the radial velocities for 51 Pegasi were changing. This perplexed Didier Queloz, who was a graduate student working with Professor Mayor. To better understand the velocity variations, he began taking more data. Mayor and Queloz developed a mathematical model (shown as the solid line) that fits the velocity changes of the star and also describes Keplerian orbital motion. It is quite an empowering feeling to develop a model like this and to then watch the future velocities of the star follow your predictions.

Figure 12 – Radial velocity of the star 51 Peg. The radial velocity data in the images above were taken at different times between 1994 and 1995, but are plotted against an angle; what does this mean? 

Queloz and Mayor could not quite believe what they were seeing. A Jupiter-mass planet in a 4-day orbit was very different from any of the planets in our solar system. In their paper, they discuss the alternative interpretations such as stellar pulsations and effectively rule them out. They conclude that the most likely interpretation is an orbiting planetary mass companion. Massive exoplanets that are orbiting very close to their host star are called hot Jupiters. 51 Peg b is considered the poster child for hot Jupiters.

Because they derive the minimum mass, they note that the true mass may be larger than one Jupiter mass. Some skeptics believed that Mayor and Queloz had simply detected a stellar binary system that was oriented nearly face-on, which is a totally reasonable scenario to consider. However, an inclination of less than 1° is required to pump the minimum mass up to the stellar mass regime of 70 Jupiter masses. It can be rigorously shown that probabilistically there is only 1 chance in 10,000 that they would have observed such a low inclination orbit.

Want to know more: the first few exoplanet discoveries

Mayor and Queloz’s discovery of an exoplanet in such a short orbital period was a game-changer. A team of astronomers at San Francisco State University were also trying to find exoplanets using the Doppler technique. They had a backlog of data because they were collecting about 50 spectra per night, but it took 24 hours to analyze a single spectrum on the slower computers of the day. Spurred on by the discovery of 51 Peg b, Sun Microsystems made a donation to the SFSU team and they quickly crunched through their observations, discovering Jupiter-like planets around 70 Virginis and 47 Ursa Majoris in their sample of 120 stars.  The second of these, 47 UMa b, was very much like 51 Peg b – a Jupiter-mass planet in an orbit of just a few days.

However, the data for 70 Vir b (shown below) told a different story. Instead of the sinusoidal velocity variation seen with 51 Peg b, this planet has a more peaked velocity variation revealing an orbit with eccentricity of 0.4. The planet mass (6.6 times the mass of Jupiter) is also much larger, producing greater velocity variations in 70 Virginis. To the skeptics, the discovery of yet another massive planet was further support for the idea that nearly face-on binary star systems were being discovered rather than exoplanets.  The fact that this object was in an eccentric orbit added to the doubts – planets in our solar system are in nearly circular orbits. Surely the rest of the cosmos would be like us?

 

Figure 13 – Phase-folded radial velocities for the star 70 Virginis reveals a planet with a mass of 6.6 times the mass of Jupiter in a 116 day orbit. Why does the shape of the radial velocity curve look different from the sinusoidal variation seen for 51 Peg b?

Practice with the radial velocity simulator

There are a lot of concepts to understand with the Doppler technique. First, we use the spectrum of the star to measure wavelength shifts that correspond to changes in the velocity of the star.  Second, we see only the projected radial component of the stellar velocity (this leads to a sinusoidal variation in the signal). Third, we don’t know the inclination of the orbit – this tilt of the orbit means that the sinusoidal signal will be largest when viewed edge-on (90° inclination) and smaller as the inclination tilts toward face-on. This means that we only measure the minimum mass ($m_{p}\sini$) with the Doppler method.

Let’s get some practice with the Nebraska Astronomy Applet Project (NAAP) Radial Velocity Simulator to help develop your intuition and understanding of the Doppler method. Simulated radial velocities are “phase-folded” in the upper right hand plot. The radial velocities are obtained as a function of time, but if you repeat observations over more than one orbital period, the data can be folded so that all of the peaks and troughs of the curve line up. This is routinely done by astronomers to build evidence for repeating signals.

The default shows a star with the mass of the Sun being orbited by one Jupiter-mass planet with a perfectly circular (eccentricity is zero) orbit; the system is completely edge-on, with an inclination of 90°. To change values, you can either enter them in the box (be sure to hit the return key) or use the sliders. What happens to the radial velocity as you lower the inclination? (Recall that a face-on system has an inclination of 0°.)

Transit Method

By 1999, about a dozen planet candidates had been detected with the Doppler technique, and most were similar to the hot Jupiter 51 Peg b, with minimum masses of about one Jupiter mass and orbits of just a few days.  Even the astronomers working with the Doppler method were deferential in calling these objects planet “candidates” in those early days because the true mass of the orbiting companion could not be determined with this detection technique.

However, astronomers knew that if these really were planets (and not face-on stellar binary systems), about one in ten of the short-period 51 Peg b type objects would have an orbit that was oriented so that the planet would “transit” or cross our line of sight to the star. When that happens, the planet blocks some of the starlight for the few hours that it transits.

Measuring the brightness of stars is relatively straightforward, and each of the stars with 51 Peg b type exoplanets were being monitored for a possible transit. While the Doppler technique cannot determine the inclination, the data do predict when a planet will transit if the inclination is viewed nearly edge-on. If a planet transits, we know that $i$ must be close to 90° and, therefore, $sin i sim 1$. In this case, the Doppler measured mass is no longer just the minimum mass; it is the total, true mass of the planet.

 

Figure 14 – A transit curve. When orbits are viewed edge-on, the planet transits, or crosses our line of sight to the host star. What is the relationship between the size of the planet and the amount of starlight that is blocked (i.e., the depth of the transit)?

Figure 14 above illustrates what is happening. During a transit the planet passes in front of the star (top animation), and as this happens the brightness of the star decreases (bottom animation). We do not actually have pictures like the top animation because stars are point sources of light, not resolved objects. The data that we have are the time series photometry (brightness measurements) depicted in the lower animation that show a regular and periodic decrease in the brightness of the star at precisely the putative transit time (predicted by the Doppler velocity measurements). Because we cannot resolve the image of the planet (or the star), this is still an indirect detection technique. However, even astronomers sometimes take some poetic license here and say that we are seeing the shadow (or the silhouette) of the planet.

There is only one case where we can resolve the physical extent of star, and that is for our Sun. If the Earth is in the right position on our orbit around the Sun, we can see the inner planets, Mercury and Venus, transiting the Sun. This fortuitous alignment happens about 13 times a century for Mercury and fewer than 2 times per century for Venus. The video below shoes a simulation of the 2012 the transit of Venus. You will have to wait until Dec 10, 2117, to see the next transit of Venus. Can you estimate the transit depth for Venus crossing the Sun?

 

The Transit of Venus

Video Credit: @NASAgovVideo

The first transiting exoplanet

HD 209458 b was the first star where astronomers observed a transiting exoplanet. The planet had a mass similar to Jupiter’s with a short orbital period of just a few days, and was independently detected by two teams using the Doppler method in the summer of 1999. HD 209458 b was the twelfth example of a hot Jupiter (a 51 Peg b analog) — recall that about one in ten close-in planets was expected to transit — and the planet hunters were anxiously awaiting the validation of “planet” status that a transit would bring.

In August and September 1999, the team led by Harvard graduate student David Charbonneau and Dr. Tim Brown, observed a transit at the time predicted by the Doppler velocity data. Their published data are shown in Figure 15. The ground based photometry (brightness measurements) is good enough that you can unambiguously see the transit event, but “blurring” caused by the Earth’s atmosphere caused some of the starlight to be scattered. This blurring effect is what causes stars to appear to twinkle on the night sky. The team was able to combine data from multiple transits to reduce their errors to 0.015%. This precision is very impressive, but not high enough to detect a transiting planet like the Earth with a radius that is one tenth of Jupiter. A second team, led by Greg Henry, measured a partial transit in November of that same year, and the two discovery papers were published back-to-back in The Astrophysical Journal.

Figure 15 – Photometry (measurement of brightness) of the star HD 209458 showed a decrease in brightness for a few hours in August 1999 and again in September 1999 at the time when the Doppler observations suggested that the planet should be passing in front of the star. What is the duration and fractional depth of the transit of HD 209458b? What causes scatter in the photometric measurements?

Transit Depth

The depth of the transit tells us about the relative size of the planet and star. Imagine a planet that is large enough to completely cover (eclipse) the star during transit. In this extreme case, the brightness $B$ of the star would drop to zero.  However, the typical case is that planet is much smaller than the star. The planet’s smaller circular disk blocks the light of the star’s larger circular disk (stars and planets are both spheroidal and their cross-sections — a 2-D slice through — are very well-approximated by circles). The amount of light the planet blocks, called the transit depth, is then given by:

(area of planet)/(area of star) = [latex]$$ \frac{\Delta B}{B} = \frac{\pi r_{p}^2}{\pi R_{*}^2} = \left(\frac{r_{p}}{R_{*}}\right)^2 $$[/latex]

The transit depth equation above says that the fractional change in brightness ($B$) of the star is proportional to the radius of the planet ($r_{p}$) to the star ($R_{*}$) . We measure the brightness of the star without a transit and the decreased brightness during transit. So, if we know the radius of the star, we can solve this equation to derive the radius of a planet that we cannot even see. Science is amazing!

In our everyday lives, we have a lot of experience with what artists call perspective. Objects that are closer to us look larger than objects that are farther away.  This sometimes lead to an incorrect intuition that transit depth is related to the star-planet separation since the more distant planet are “closer” to us. However, the incredible distances to the stars that we observe mean that the difference in star-planet distances within a given planetary system are negligible.

Worked Example: Transit Depth

Calculate the transit depth for a star the size of the Sun with a gas giant planet the size of Jupiter.

The radius of Jupiter is 71,400 km, while the radius of the Sun is 695,700 km. Substituting into the equation, we get

transit depth = (Rplanet/Rstar)2 = (71,400 km/695,700 km)2 = 0.01 or 1%

which could easily be detected with the instruments on board the Kepler spacecraft.

Check Your Learning

What is the transit depth for a star half the size of the Sun with a much smaller planet that is the size of Earth?

Show Solution

We can solve this problem the same way, this time dividing the radius of the Sun in half and with Earth’s radius (6,371 km) instead of Jupiter’s:

transit depth = (Rplanet/Rstar)2 = (6,371 km/347,850 km)2 = 0.0003 or 0.03%

We could also use the fact that Jupiter’s radius is about 11 times larger than the Earth’s radius, and scale the answer for the Jupiter-sized planet:

0.01 × (Rplanet/Rstar)2 = ((1/11)/(1/2))2 = 0.01 × (2/11)2 = 0.01 × 0.033 = 0.0003

The Transit Simulator

Let’s use the NAAP transit simulator from UNL to understand how transiting exoplanets are detected with time series photometric data. The default shows a gas giant planet (see the Planet Properties box and note that the mass and radius are relative to Jupiter) orbiting a star slightly more massive than the Sun; the inclination of the system is 86.9°. Jupiter has a radius that is 11.2 times larger than the Earth’s, meaning that the Earth’s radius is 0.089 times the radius of Jupiter. What happens to the light curve (upper right) when you change the radius of the planet to Earth’s size? You can quantify the difference by looking at the value for the eclipse (transit) depth reported to the lower right of the light curve. How do you expect the light curve to change, if at all, if you lower the mass of the exoplanet?

Now let’s look at the data for the first exoplanet detected with the transit method, HD 209458 b. In the Presets box, choose this planet from the drop-down menu and click “set”. What is the eclipse depth? What is the inclination of this system? At what inclination would you no longer be able to measure the transit? The eclipse depth will show (no eclipse)” when there is no transit observed. (add show answer here, it’s 82.7°) [will also add longer activities at end of chapter]

The Kepler Mission

A decade before the first exoplanet was discovered, William Borucki, a scientist at NASA Ames Research Center in Mountain View CA, wrote a paper “The Photometric Method of Detecting Other Planetary Systems” (Borucki & Summers 1984) where he made the case for a space mission to detect planets orbiting other stars using the transit technique. It took more than twenty years of advocacy, but Borucki’s persistence paid off. The first exoplanets were discovered in the mid-1990s, heating up interest, and after the first ground-based transit discovery in 2000, the exoplanet community rallied behind Bill Borucki’s plan.

The first question in deciding whether to go forward with a space mission is: can this be done from the ground? If so, then the mission is a no-go. The justification for the space-based Kepler transit mission was the need to reach higher precision. Ground-based transit surveys could detect only 1% (0.01) changes in the brightness. The important limitations to the precision of ground-based photometry (brightness measurement) were blurring from the Earth’s atmosphere and the limited number of dark nighttime hours when the telescopes point away from the Sun. From space, the atmospheric blurring is limited and the telescope can always point away from the Sun. The higher photometric precision was demonstrated by the Hubble Space Telescope, which measures 0.1% (0.001) changes in brightness. However, a special purpose telescope was really needed that could reach even higher precision with continuous monitoring of stars.

In 2009, NASA launched the Kepler Mission, which measured 0.01% or (0.0001) changes in the brightness of the host star. Figure 16 below shows that Kepler was remarkably successful in detecting a range of exoplanets with radii down to a couple times the radius of Earth.

Figure 16 – Transit light curves from the NASA Kepler mission illustrate the difference in transit depths for different size planets. Compare the size of the planets for the deepest transits with the size of the planets for the shallowest transits. The radius of Kepler 5b is larger than the radius of Kepler 6b — why might Kepler 6b have a deeper transit depth?

The specific science goal for Kepler was to determine the occurrence rate of Earth-sized planets. The HAT-P-7 light curve in Figure 17 below compares a light curve from a ground-based transit survey for the planet HAT-P-7b with data from the Kepler space mission. What a difference the higher precision made!

 

Figure 17 – This transiting planet was discovered with the ground-based Hungarian Automated Telescopes (HAT, top light curve). The host star was later observed with the Kepler spacecraft (bottom light curve). Why is there more scatter in the data in the top light curve, compared to the Kepler light curve?

In 2011, the first rocky exoplanet was discovered with the Kepler mission, known as Kepler-10 b. The lead author on the discovery paper, Natalie Batalha, was also the Deputy Scientist for the space mission, and her collaborative leadership style helped to make the NASA mission an incredible success. You can participate in the hunt for transiting planets in the Kepler data on the Zooniverse Planet Hunters website.

Multi-planet Transiting Systems

So far, we’ve only considered cases where there is just one transiting planet. In our solar system, the planets are nearly co-planar. What if there is more than one transiting planet in the time-series light-curve data? Would we be able to disentangle the different signals? If the planets are different sizes, then the transit depths will also differ. A second important parameter is the orbital period. Kepler’s third law says that the orbital period is related to the semi-major axis of the orbit so that more distant planets have longer period orbits. With longer period orbits, the time interval between transits is also longer. So there are two important pieces of information that go into a model of a transiting system: the spacing between transits (i.e., the orbital period) and the depth of the transits.

The simulation below shows a system with three planets with different sizes and distances from the host star. Before playing the simulation, can you predict how the light curve will look when two planets of different sizes cross in front of the star?

Animation source: https://exoplanets.nasa.gov/

 

A good example of what actual data looks like for a system with more than one planet is shown in Figure 18 below for the Kepler 11 system. The six planets in this system all orbit closer than the distance to Mercury in our solar system.

Figure 18 – The time series light curve of Kepler-11. The top panel shows the original photometry collected over about 500 days. After cleaning and detrending instrumental errors in the data, the time series light curve (bottom panel) shows several transits with different depths (corresponding to different sized planets). What causes the depth of the light curves to change for each planet? Do you see a trend in the width of the transit dips going from the innermost planet (top) to the outermost planet (bottom)? What causes this?

After detrending the light curve to remove instrumental errors in the photometry, transits of the individual planets are phase-folded and shown below.

Figure 19 – Transit curves for a multi-planet system. What causes the difference in the transit depths? What causes the difference in the transit widths? 
Key Concepts and Summary

In 1995, a planet was detected orbiting the sunlike star 51 Pegasi, launching the new field of “exoplanets” in astronomy. There are several different ways to detect exoplanets. Here we reviewed three methods for detecting exoplanets: direct imaging, where the light from the host star is suppressed so that the planet can be observed; the “Doppler” method, which detects the gravitational tug from an unseen planet that changes the radial velocity of the host star; and transit photometry, which records a dimming in brightness as the orbiting planet crosses our line of sight to the host star. Each of these observational methods is sensitive to different masses and orbital distances of planets.

Review Questions

Summary Questions

  1. What is the main challenge faced in taking pictures (direct imaging) of exoplanets?
  2. What is meant by the center of mass of a solar system? Make a sketch to help convey this idea.
  3. How can the absorption spectrum of a star be used to show that the star has exoplanets orbiting around it?
  4. How can the shift in spectral lines for a star with a planet be used to find the radial velocity of the star?
  5. How can Newton’s version of Kepler’s Third Law be used to find the mass of a planet?
  6. Why can only the minimum mass be found? In other words, what is needed to find the full mass?
  7. How is the transit method used to detect exoplanets? Describe what a light curve is.
  8. How does the dip in brightness caused by a transiting planet vary with the size (radius) of the planet? What if there are multiple planets transiting a star at the same time?

Exercises

  1. Consider the three methods for detecting exoplanets discussed in this chapter and make a chart listing the advantages of each method and what type of exoplanet it is best at finding.
  2. RV simulator activities
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Cosmic Origins Copyright © by Debra Fischer; Allyson Sheffield; Joshua Tan; Lily Ling Zhao; and Dawn Erb is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License, except where otherwise noted.