Comparison of the Asteroseismic Mass Scale of Red Clump Giants with Photometric Mass Estimates
Deokkeun An, Marc H. Pinsonneault, Donald M. Terndrup, Chul Chung

TL;DR
This study compares asteroseismic and photometric mass estimates for red clump giants, revealing discrepancies especially at higher metallicities, and suggests the need to re-evaluate current stellar models.
Contribution
It provides an independent comparison of asteroseismic and photometric masses for red clump giants, highlighting model disagreements and metallicity-dependent inconsistencies.
Findings
Photometric masses are smaller than asteroseismic masses at high metallicity.
Model disagreements lead to varying mass estimates, especially in metal-rich stars.
Standard red clump models may require revision based on new data.
Abstract
Asteroseismology can provide joint constraints on masses and radii of individual stars. While this approach has been extensively tested for red giant branch (RGB) stars, it has been more difficult to test for helium core-burning red-clump (RC) giants because of the lack of fundamental calibrators. To provide independent mass estimates, we utilize a number of widely used horizontal-branch (HB) models in the literature, and derive photometric masses from a comparison with photometry. Our selected models disagree with each other on the predicted mass-luminosity-temperature relation. We adopt first-order corrections on colors and magnitudes to minimize the dispersion between different models by forcing models to match the observed location in the solar-metallicity cluster M67. Even for these calibrated models, however, the internal consistency between models deteriorates at…
| Magnitudes/ | Cluster | |
|---|---|---|
| Colors | M67 | NGC 6791 |
| Magnitudes/ | Cluster | |
|---|---|---|
| Colors | M67 | NGC 6791 |
| aaComputed from and . | ||
| Magnitudes/ | Source of Error | Total | |||
|---|---|---|---|---|---|
| Colors | Scatter | Distance | Reddening | Zero-pointaaUniform photometric zero-point errors. | Error |
| M67 | |||||
| NGC 6791 | |||||
| Primordial | Helium | [Fe/H] | ||||
|---|---|---|---|---|---|---|
| Model | Helium Abundance | Enrichment | ||||
| Name | ||||||
| DSEP | ||||||
| MIST | ||||||
| PARSEC | ||||||
| Victoria | ||||||
| Y2 | ||||||
| Models | |||||||
|---|---|---|---|---|---|---|---|
| Magnitudes/ | DSEP | DSEP | MIST | PARSEC | Victoria | Y2 | Y2 |
| Colors | +ATLAS9 | +PHOENIX | +ATLAS9 | +ATLAS9 | +ATLAS9 | +ATLAS9 | +BaSeL |
| (mag) | (mag) | (mag) | (mag) | (mag) | (mag) | (mag) | |
| Confidence Intervals | |||
|---|---|---|---|
| Corrected Modelsaaevol: models connecting the most likely locations of HB stars, which take into account evolutionary effects. | Mode | ||
| DSEP(ZAHB)+ATLAS9 | |||
| DSEP(evol)+ATLAS9 | |||
| DSEP(ZAHB)+PHOENIX | |||
| MIST(ZAHB)+ATLAS9 | |||
| MIST(evol)+ATLAS9 | |||
| PARSEC(ZAHB)+ATLAS9 | |||
| PARSEC(evol)+ATLAS9 | |||
| Victoria(ZAHB)+ATLAS9 | |||
| Y2(ZAHB)+ATLAS9 | |||
| Y2(ZAHB)+BaSeL | |||
| Weighted meanbbWeighted mean RC mass from the ZAHB+ATLAS9 models, after adding a systematic offset from the solutions based on the ‘evol’ models (see text). | |||
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Comparison of the Asteroseismic Mass Scale of Red Clump Giants with Photometric Mass Estimates
Deokkeun An
Department of Science Education, Ewha Womans University, 52 Ewhayeodae-gil, Seodaemun-gu, Seoul 03760, Republic of Korea
Marc H. Pinsonneault
Department of Astronomy, The Ohio State University, Columbus, OH 43210, USA
Donald M. Terndrup
Department of Astronomy, The Ohio State University, Columbus, OH 43210, USA
Chul Chung
Department of Astronomy and Center for Galaxy Evolution Research, Yonsei University, Seoul 03722, Republic of Korea Deokkeun An [email protected]
(Accepted for publication in the Astrophysical Journal)
Abstract
Asteroseismology can provide joint constraints on masses and radii of individual stars. While this approach has been extensively tested for red giant branch (RGB) stars, it has been more difficult to test for helium core-burning red clump (RC) giants because of the lack of fundamental calibrators. To provide independent mass estimates, we utilize a number of widely used horizontal-branch (HB) models in the literature and derive photometric masses from a comparison with photometry. Our selected models disagree with each other on the predicted mass-luminosity-temperature relation. We adopt first-order corrections on colors and magnitudes to minimize the dispersion between different models by forcing models to match the observed location in the solar-metallicity cluster M67. Even for these calibrated models, however, the internal consistency between models deteriorates at higher metallicities, and photometric masses become smaller than asteroseismic masses, as seen from metal-rich field RC stars with Gaia parallaxes. Similarly, the average photometric mass for metal-rich NGC 6791 stars ranges from to , depending on the specific set of models employed. An ensemble average of the photometric masses () in NGC 6791 is marginally consistent with the asteroseismic mass (). There is a clear tension between the masses that one would predict from photometry for metal-rich field RC stars, asteroseismic masses, and those that would be expected from the ages of stars in the Galactic disk populations and canonical RGB mass loss. We conclude that standard RC models need to be reexamined in light of these powerful new data sets.
open clusters and associations: individual (M67, NGC 6791) — stars: evolution — stars: horizontal-branch — stars: mass-loss
1 Introduction
The horizontal branch (HB) is a mass sequence in which more massive, helium core-burning stars tend to have lower effective temperatures () or redder colors with a mild increase in luminosity (e.g., Iben & Rood, 1970). Theoretical models suggest that this monotonic behavior of HB stars extends to . For more massive stars, the luminosity begins to rise steeply because of the increased luminosity from the hydrogen-burning shell, and the trend with mass becomes eventually reversed (e.g., Girardi, 1999). At even higher masses (), the luminosity drops precipitously with mass due to smaller core masses until the progenitors of HB stars () have large enough masses to ignite helium in a nondegenerate medium. Because the mass gradation along the HB becomes finer toward redder colors, color-magnitude diagrams (CMDs) of old open clusters often show a clustering of red HB stars with a narrow range of luminosity and temperature, called a red clump (RC), as opposed to the continuous HB sequence frequently observed in Galactic globular clusters (see Girardi, 2016, for recent reviews on the RC).
The RC has been used for deriving distances to key stellar systems in the local universe (e.g., Paczynski & Stanek, 1998; Stanek & Garnavich, 1998; Nataf et al., 2013, among others), and a number of studies attempted to derive a zero-point of the calibration given the far-reaching implications on the cosmic distance scale (e.g., Udalski, 2000; Groenewegen, 2008). However, the location of the RC depends on the distinct properties of stars in terms of initial mass (or age) and chemical compositions and therefore different star-forming histories of a system (e.g., Girardi & Salaris, 2001). The RC’s position on CMDs can also depend on the amount of mass loss on the red giant branch (RGB), which may or may not be correlated with age and/or abundances.
The HB stars have lower masses than their progenitor stars, since stars lose mass while ascending to the tip of the RGB. The amount of the RGB mass loss in clusters can be directly estimated by comparing masses on the HB and main-sequence turn-off (MSTO), from which it has been known for a while that stars in Galactic globular clusters typically lose of their initial mass while ascending the RGB (). The amount of mass loss in globular clusters can be parameterized using the Reimers’ formulation (Reimers, 1975) with a dimensionless mass-loss efficiency parameter (), and seems to depend only weakly on metallicity among globular clusters (e.g., McDonald & Zijlstra, 2015).
In this sense, the observed HB morphology in NGC 6791 is puzzling and difficult to explain. Along with RC giants, the cluster harbors about a dozen extreme (or extended) HB (EHB) stars, making its HB morphology unique. These hot ( K) helium core-burning objects have masses around with extremely thin hydrogen envelopes (Kaluzny & Udalski, 1992; Liebert et al., 1994; Kaluzny & Rucinski, 1995; Carraro et al., 2013). The original mass of these stars can be inferred from the mass at the bottom of the RGB; Brogaard et al. (2011, 2012) found based on the mass of the primary in the V20 eclipsing binary system (), which is located on the cluster’s MSTO. This indicates that progenitors of EHB stars have lost a significant fraction of their initial mass (). In addition to EHB stars, a large population of low-mass white dwarfs (WDs) are found in NGC 6791 (Kalirai et al., 2007). The masses of these WDs are , suggesting that their progenitor stars have failed to ignite helium at the tip of the RGB and likely skipped the core helium-burning phase. Kalirai et al. concluded that they are WDs mostly made of helium, unlike normal carbon-oxygen WDs.
The origin of the enhanced mass loss experienced by the progenitors of EHB and helium WDs in NGC 6791 is still under debate. One of the possibilities is enhanced mass loss from their stellar winds (e.g., Tripicco et al., 1993, and references therein). Such an effect, even for single stars, is plausible in supersolar-metallicity stars with increased atmospheric opacities, although van Loon et al. (2008) found no evidence of mid-infrared (IR) excess around giant stars in the cluster. It is also possible that, instead, these stars have experienced mass transfer to a companion star in a close binary system (e.g., Liebert et al., 1994; Han et al., 2003). By contrast, the relatively massive RC giants in NGC 6791 are in stark contrast with the enhanced mass loss of progenitors of EHB stars. As discussed below, theoretical models of RC stars permit either high (up to ) or low () mass-loss solutions for the RC; this opens up two potential solutions for the origin of the EHB stars. Either all of the core He-burning stars in the cluster have experienced high mass loss from a similar set of processes or there is a bimodal mass-loss process, far more efficient in the EHB precursors than in other core He-burning stars.
Meanwhile, asteroseismic observations of stellar oscillations, or asteroseismology, have become a fundamental tool for inferring stellar masses and radii of field stars (e.g., Pinsonneault et al., 2018), which can shed light on the amount of the RGB mass loss. Time-series photometry produced by the Kepler space telescope (Borucki et al., 2010) has enabled asteroseismic determinations of stellar masses and radii of stars through the so-called solar scaling relations. These relate a large frequency separation () of solar-like oscillations to a mean stellar density (Ulrich, 1986) and a frequency of maximum power () to the acoustic cutoff frequency, which depends on the surface gravity () and of a star (Brown et al., 1991; Kjeldsen & Bedding, 1995). The mass and radius of a star can be derived from these global oscillation properties, if is known. In this way, Miglio et al. (2012) found an unexpectedly small RGB mass loss () of RC precursors in NGC 6791 from a comparison with seismic masses of RGB stars () in that cluster (see also Basu et al., 2011).
However, the solar scaling relations need a careful check against independent measurements of stellar mass and radius. Evolved RGB stars have a wide range of effective temperature, mass, metallicity, and internal structures that are far from those of the Sun. For example, Epstein et al. (2014) computed asteroseismic masses of nine metal-poor red giants in the halo from a direct application of the scaling relations, and found asteroseismic masses that were systematically too high relative to astrophysical priors (). On the theoretical side, White et al. (2011) evaluated the accuracy of the mean density relation using a grid of stellar models, and inferred corrections to masses for RGB stars on the order of a few to (see also Mosser et al., 2013; Guggenberger et al., 2016; Sharma et al., 2016).
In addition to a global zero-point shift in the scaling relations for RGB stars, there is strong evidence for a differential offset in the mean density– relation for RC giants. Miglio et al. (2012) noted a systematic difference in the mapping of a mean density onto the sound-crossing time between RGB and RC stars due to the significantly different thermal structures of these stars (see also Sharma et al., 2016). Furthermore, they found that their asteroseismic radii of RC stars in NGC 6791 were below those computed using the luminosity and of a star, while RGB stars are in agreement. The difference is of the order of in radius, or a change in .
The scaling relation has a weaker physical foundation than that for the frequency spacing. A recent work by Belkacem et al. (2011) demonstrated that depends not only on the acoustic cutoff frequency, but also on the convective Mach number and mixing length parameter. In addition, Viani et al. (2017) showed that the relation has a strong dependence on metallicity, and that the difference from the classical scaling relation can be as large as at [Fe/H] (see also Coelho et al., 2015).
To address these problems, Pinsonneault et al. (2018) reassessed the asteroseismic mass and radius estimates for stars in the Kepler field. They used an empirical normalization of the zero-point to ensure agreement between fundamental and asteroseismic masses on the RGB in star clusters. They also included theoretically motivated corrections to the scaling relations accounting for the different structures of RC and RGB stars and performed rigorous tests of systematic and random errors. Pinsonneault et al. (2018) found a negligible difference in mass between the RGB and RC in NGC 6791 (). This implies that a relatively large number of stars in the cluster could have kept most of their initial masses, leaving a clear signature on the mass bimodality among post-RGB stars in the cluster.
We therefore believe that it is a good time to critically evaluate theoretical models of the RC. The goal of this work is to provide independent mass estimates of RC giants from CMDs (hereafter photometric mass estimates) and compare them with asteroseismic masses in the field and in the benchmark cluster. Theoretical models predict a relatively steep mass-luminosity relation of the zero-age HB (ZAHB) at (see Appendix). Since a cluster’s RC can be easily identified on a CMD with its distinct colors and magnitudes, its average mass can be tightly constrained if there exists useful information on distance and reddening along with an accurate metallicity measurement for the cluster. The same is true for field RC giants, in light of Gaia parallaxes, except that it is far more difficult to distinguish RC giants from the first-ascent giants on a CMD. Fortunately, asteroseismic observations further make it possible to remove a degeneracy and help to select a clean sample of RC giants.
This paper is organized as follows. A field star sample with asteroseismic masses and Gaia parallaxes is presented in § 2. In § 3, we summarize fundamental cluster parameters of benchmark systems (M67 and NGC 6791), and compare the absolute magnitudes of the cluster RC stars with those of field giants based on Gaia parallaxes. In § 4 we describe the mapping of photometric data onto mass from a number of theoretical ZAHB models and provide photometric mass estimates for RC stars. In § 5 we summarize our results. Additional comparisons of theoretical HB models can be found in the Appendix.
2 APOKASC-Gaia Sample
For our comparison with the photometric mass estimates of RC giants, we utilized asteroseismic masses in Pinsonneault et al. (2018). They published a catalog of fundamental properties of giants based on time-series photometry from the Kepler telescope as a part of the Kepler Asteroseismic Science Consortium (KASC) and spectroscopic observations in the Apache Point Observatory Galactic Evolution Experiment (Majewski et al., 2017). This joint survey, named APOKASC-2, has classified stars from asteroseismology and produced a list of asteroseismic masses and radii of RC giants in the Kepler field. Typical errors in mass for these stars are about (random) and (systematic), respectively.
We combined the APOKASC-2 catalog with parallax measurements in the second data release (DR2) of the Gaia mission (Gaia Collaboration et al., 2018). We used this combined catalog (hereafter APOKASC-Gaia) to check absolute magnitudes of RC stars from star clusters with independent distance estimates (§ 3). We corrected Gaia parallaxes in the Kepler field by adding a parallax zero-point ( mas), as suggested by Zinn et al. (2019). The size of the correction is of the same order of magnitude as an all-sky global zero-point error, mas (Lindegren et al., 2018), but it accounts for spatial variations in the zero-point offset specific to the Kepler field. Our main sample includes RC giants with accurate distance measurements () within a heliocentric distance kpc. We excluded the so-called secondary RC stars, which have not experienced a helium flash at the tip of the RGB (e.g. Girardi, 1999), by taking stars with asteroseismic masses .
Pinsonneault et al. (2018) adopted theoretical corrections on on a star-by-star basis that depend on mass, radius, and chemical abundance. Theoretical corrections on the scaling relation were not applied, as there is no consensus model at the present time. Instead, they derived an effective solar by requiring that the scaling relations give the same RGB mass as those obtained from eclipsing binary stars near the MSTO in NGC 6791 and NGC 6819. Their corrected scaling relations provide consistent radii for both RGB and RC stars with those from CMDs in these two clusters.
Because the Kepler field is located in a low Galactic latitude region (), foreground dust extinction is generally large and spatially variable and is often an important contributor in the error budget for absolute magnitudes of stars. We adopted the Pinsonneault et al. (2018) extinction estimates in the APOKASC-2 catalog for individual stars. In brief, they obtained on a star-by-star basis by comparing optical and near-infrared photometry with absolute magnitudes of stars assuming the extinction curve in Cardelli et al. (1989) with . They estimated the luminosity of a star from an asteroseismic radius and spectroscopic abundances, and computed absolute magnitudes in each passband by adopting bolometric corrections in the ATLAS9 synthetic spectral library (see also Rodrigues et al., 2014). We converted in the APOKASC-2 catalog into by taking .
Throughout the paper, we adopt extinction coefficients in as prescribed in An et al. (2007a), which include values for 111We note that color-dependent extinction coefficients were originally derived by Bessell et al. (1998) based on the extinction curve., , , , and . The prescription explicitly includes color terms, of which the effects are levels in , , , and at , but negligible in and . In the passbands, we adopted the constant extinction coefficients with respect to (, , and ) in An et al. (2009), which have been derived using the theoretical stellar spectra of a Sun-like star. There is only limited information available on the color dependence of these values in . We assumed a error in each of the extinction coefficients.
In the top panel of Figure 1, asteroseismic masses of the APOKASC-Gaia sample are shown by different colors as a function of [Fe/H]. For reference, ZAHB models from the Modules for Experiments in Stellar Astrophysics (MESA) Isochrones & Stellar Tracks (MIST; Choi et al., 2016; Dotter, 2016) are overlaid by solid lines at different ages. These models show stellar masses at the tip of the RGB. In other words, their masses indicate upper limits on the RC mass, which become smaller for older ages due to a lower MSTO mass. According to these models, the APOKASC sample seems to cover a wide range of ages from a few Gyr to Gyr, if one assumes mild mass loss after the helium flash. There are a dozen low-mass stars (; blue triangles with error bars) above solar metallicity. The masses of these stars are even smaller than those predicted by the Gyr old MIST ZAHB, suggesting enhanced mass loss.222We note that the MIST isochrones adopt a Reimers constant of based on matching the initial mass-final mass relationship for WDs, which is about three to four times smaller than the value used for globular clusters (e.g., McDonald & Zijlstra, 2015).
The bottom two panels in Figure 1 show absolute magnitudes of the APOKASC-Gaia stars in and , respectively. In these panels, the solid lines represent absolute magnitudes predicted by MIST models at several different ZAHB masses. The observed distribution in indicates that RC giants generally become fainter at higher metallicities, but it is also a strong function of RC mass. More massive stars are brighter than less massive ones, which is consistent with theoretical predictions from the MIST and all other published models. On the other hand, absolute magnitudes in are insensitive to stellar mass and metallicity.
The color distributions of the APOKASC-Gaia sample are shown in Figure 2 for some selected color indices (, , and ). Similar to the absolute magnitudes of these stars, the optical colors show a strong dependence on both mass and metallicity, but the infrared colors have significantly less sensitivity. However, the colors of RC giants do not monotonically change with stellar mass, as predicted by modern stellar models. This is exemplified by MIST models with different ZAHB masses. At a given metallicity, less massive RC giants become redder, but the trend is reversed below . This is also seen in the low-mass RC giants in the APOKASC-Gaia sample (triangles with error bars). Their masses are less than , but their colors are similar to those of more massive () RC giants. This implies that colors cannot solely be used to constrain the masses of RC giants.
Previously, Chen et al. (2017) estimated the mean absolute colors and magnitudes of RC giants in various photometric passbands based on the Kepler asteroseismic data. They obtained and independent of the Hipparcos parallax measurements. Although individual masses and metallicities are not readily available in Chen et al. (2017), their values are broadly consistent with those of our APOKASC-Gaia sample.
3 Absolute Magnitudes of RC Giants in Open Clusters
Our photometric mass estimate of RC giants is based on a direct comparison of observed magnitudes with HB models (§ 4), and therefore requires accurate distance and foreground reddening estimates. While the APOKASC-Gaia sample provides useful information on the RC luminosity, open clusters are particularly of interest, because the distance and reddening can be determined simultaneously and they are often more precise than those of field stars.
3.1 Cluster Sample
Among old open clusters in the Milky Way, we selected M67 (NGC 2682) and NGC 6791, which show a prominent RC on their CMDs. These two clusters have been sufficiently well studied, and there are extensive data on photometry, metallicity, membership, and useful constraints from eclipsing binaries. Both clusters have been observed by the Kepler, and the mass of RC stars has been determined through asteroseismic measurements (Miglio et al., 2012; Pinsonneault et al., 2018). In this work, we use the solar-metallicity cluster M67 (; An et al., 2007b; Önehag et al., 2014, and references therein) as a control sample to derive first-order corrections on HB models. Because NGC 6791 is the most metal-rich (; An et al., 2015, and references therein) and oldest known cluster ( Gyr; Brogaard et al., 2012; An et al., 2015, and references therein), RC masses from the photometric and asteroseismic approaches can be compared with each other in the high-metallicity regime (see also Pinsonneault et al., 2018).
However, there is a distinct difference between M67 and NGC 6791. The former is Gyr old (VandenBerg & Stetson, 2004; Bellini et al., 2010), while age estimates for NGC 6791 range from Gyr to Gyr (e.g., Chaboyer et al., 1999; Salaris et al., 2004; Carney et al., 2005; King et al., 2005; Carraro et al., 2006; Anthony-Twarog et al., 2007; Claret, 2007; Kalirai et al., 2007; Montalto et al., 2007; Brogaard et al., 2012; An et al., 2015). The average of the two most recent age estimates from MSTO (Brogaard et al., 2012; An et al., 2015) is Gyr, which is adopted in the following analysis. The progenitor mass of RC giants is set by a stellar age and therefore is significantly smaller in NGC 6791 than in M67. An important consequence of this is a systematically fainter luminosity of RC giants in NGC 6791. Below, we derive the absolute magnitudes and extinction-corrected colors of RC giants in M67 and NGC 6791, and compare them with those of field stars in the APOKASC-Gaia sample.
3.2 Distance and Foreground Extinction
In the following analysis, we adopted the best available set of cluster distance and reddening in the literature. There are two eclipsing binary studies in M67 (Yakut et al., 2009; Gökay et al., 2013), which found and , respectively. Meanwhile, An et al. (2007b) derived from MS fitting using a set of isochrones with empirically calibrated colors. All of these estimates are in good agreement with each other, and their weighted mean distance modulus yields . As an alternative check on these results, we took likely cluster members from CMDs in Sandquist (2004) and searched for their Gaia parallaxes. By directly inverting parallaxes, we computed a mean distance modulus of the cluster after correcting for the global parallax zero-point offset ( mas) as suggested by the Gaia team (Lindegren et al., 2018). The above error in distance includes errors propagated from individual parallax errors or a standard deviation, whichever is larger, and an error of mas, added in quadrature, to represent the effect of spatial correlations in Gaia parallaxes over angular scales of about (Lindegren et al., 2018). The Gaia distance is in good agreement with other distance estimates, but the mean distance modulus has a relatively large error. Therefore, we adopted the above weighted mean distance (without Gaia’s) in the following analysis. For the foreground reddening, we adopted , which is a weighted mean from previous estimates in the literature and a solution based on the calibrated isochrones (An et al., 2007b).
For NGC 6791, Brogaard et al. (2011, 2012) determined accurate astrophysical parameters for two eclipsing binary systems (V18 and V20) in the cluster. Primary and secondary stars in these binary systems are on the MS, and their masses and radii were determined with errors of less than . By combining stellar radii with spectroscopic temperatures, they found for a mean apparent distance modulus of NGC 6791. Brogaard et al. also employed theoretical stellar models to find from a CMD of the cluster, which results in . Meanwhile, An et al. (2015) provided and based on MS fitting of the calibrated isochrones. We took the average values from these two studies: and . In addition, we computed a mean distance modulus from Gaia parallaxes for asteroseismic members on the cluster’s RGB in Stello et al. (2011). The constraint from the Gaia is weak, because its parallax is overwhelmed by a spatially correlated error (Lindegren et al., 2018).
3.3 Cluster Photometry
We utilized cluster photometry in various photometric passbands: in the Sloan Digital Sky Survey (SDSS; Abazajian et al., 2009), in Johnson-Cousins, and in the Two Micron All Sky Survey (2MASS; Skrutskie et al., 2006). These passbands cover a wide range of wavelength and show different degrees of sensitivity on metallicity and reddening, providing a useful check on underlying systematic errors in our RC mass estimates. We excluded SDSS and Johnson passbands because of large systematic errors in the photometry and models (e.g., An et al., 2008). We also did not use the -band data, because their photometry is not available in M67, and therefore the M67-based model calibration could not be performed (see below).
We utilized photometry of NGC 6791 from An et al. (2008) that has been extracted from the original SDSS imaging data using the DAOPHOT/ALLFRAME suite of programs (Stetson, 1987, 1994). We used the average magnitudes and colors from three SDSS imaging runs (, , ) and adjusted the photometric zero-points from An et al. (2008) to put them on the UberCal system (Padmanabhan et al., 2008). We note that the corrections amount to only a few thousandth magnitudes (An et al., 2013). While RC stars in NGC 6791 have been directly observed in SDSS, RC giants in M67 were too bright and saturated in the SDSS images because of the maximum brightness limit in the survey ( mag). Instead, we utilized photometry for secondary cluster standard stars from J. Clem (see also Clem et al., 2007)333See http://www.phys.lsu.edu/ jclem/research/photometry.html, and transformed it into the natural SDSS system using the transformation equations in Tucker et al. (2006). We took the average data for RC giants in M67 from Montgomery et al. (1993) and Sandquist (2004). For NGC 6791, we took the updated version of the Stetson et al. (2003) photometry.444See http://www3.cadc-ccda.hia-iha.nrc-cnrc.gc.ca/
community/STETSON/homogeneous/NGC6791/. The updated photometry was first referenced in Brogaard et al. (2012). We used photometry from the All Sky Data Release of the 2MASS Point Source Catalog (PSC)555See http://www.ipac.caltech.edu/2mass/. after removing objects that are undetected, confused, and/or blended.
Figure 3 displays the CMDs of M67 and NGC 6791 with absolute magnitudes and reddening-corrected colors in . The photometry of M67 and NGC 6791 is shown by red and blue points, respectively. Because the NGC 6791 field is crowded with a significant amount of foreground/background contamination at low Galactic latitudes, only stars within a radius from the cluster’s center are displayed. For NGC 6791, the data in Carney et al. (2005) are shown in Figure 3 in order to show the cluster’s faint sequence beyond the completeness limit in 2MASS.
3.4 RC Sample Selection
The localized RC feature on CMDs is clearly distinguishable from the RGB in both clusters: and in M67 and and in NGC 6791. However, we took the RC giants identified from the previous asteroseismic studies (Stello et al., 2011, 2016) for the following analysis. In total, there are seven and asteroseismic RC members in M67 and NGC 6791, respectively, which are highlighted by red and blue triangles in Figure 3. Sandquist (2004) identified four of the stars as RC members of M67 based on both photometry and proper-motion membership information in Sanders (1977) and Girard et al. (1989). In addition, the heliocentric radial velocities of the seven stars in M67 have km s*-1* (Pasquini et al., 2011; Reddy et al., 2013), which are reasonably close to the mean heliocentric radial velocity of the cluster ( km s*-1*; Lee et al., 2008). Most of the RC giants in Stello et al. (2011) have been identified as members of NGC 6791 based on proper-motion and radial velocity measurements in the WIYN Open Cluster Study (Platais et al., 2011; Tofflemire et al., 2014).
The mean RC magnitudes and colors are presented in Table 1. Errors represent a standard error of the mean (s.e.m.) from the scatter of RC giants on CMDs. If there is more than a single source of photometry ( for M67 and for NGC 6791), we took a weighted standard deviation of an RC’s mean position or a propagated error from the scatter, whichever is larger. The size of the error listed in Table 1 is typically mag, but additional systematic errors in photometry could be of the same order as follows. For the photometry of M67, we checked the photometric transformation errors by comparing the colors and magnitudes of unsaturated stars (fainter than the cluster’s RC and mag) in Clem et al. (2007) with those in An et al. (2008), and found differences of mag, mag, mag in , , and , respectively. For the photometry in NGC 6791, we found that the differences between (transformed) Clem et al. (2008) and An et al. (2008) photometry (run 5416) are mag, mag, mag in , , and , respectively. Given this, we adopted a uniform error in photometry in all passbands in the following analysis.
Unlike M67, NGC 6791 exhibits differential foreground dust extinction across the field (e.g., Platais et al., 2011; Brogaard et al., 2012). We used an extinction map in Brogaard et al. (2012) to measure the amount of differential reddening for our RC sample. Among RC stars included in this study, such measurements are available for stars. However, we found that an average of the differential reddening is negligible for these stars, with .
It may be that the cluster’s RC represents an evolutionary channel formed by a small group of stars in the cluster and that their distinct properties, such as the reduced (or enhanced) helium abundance, would make them systematically fainter (or brighter), leading to apparently lower (or larger) photometric masses. Indeed, the notion that NGC 6791 may harbor multiple stellar populations like other Galactic globular clusters (see Gratton et al., 2012, and references therein) has been obtained from the inspection of its CMD. Using stars near the MSTO region, Twarog et al. (2011) argued for an extended star-forming history of the cluster over Gyr. The width of the cluster’s RGB has also been known to be too large compared to the size of the photometric errors, even in a CMD with stars selected from proper-motion measurements (Platais et al., 2011). However, the variable reddening across the field (Brogaard et al., 2012) is still one of the major uncertainties, which prevents identifying multiple stellar sequences on CMDs.
Geisler et al. (2012) claimed to have discovered two chemically distinct groups of stars in NGC 6791 in the [Na/Fe]-versus-[O/Fe] plane, which would have been similar to the chemical inhomogeneities of light elements found in globular clusters (e.g., Gratton et al., 2014). We identified six stars in Geisler et al. (2012) as RC giants based on their positions on the CMDs. However, they are equally split into the above two chemically distinct groups. The existence of such mixed populations is contradictory to a narrow range in temperature and luminosity of RC stars. Furthermore, diverse Na abundances could not be confirmed in more recent, high-resolution -band spectroscopic studies (Bragaglia et al., 2014; Cunha et al., 2015).
3.5 Absolute Magnitudes, Colors, and Their Errors
The shaded area in Figure 4 shows a confidence interval, and the solid ellipse indicates a confidence interval of the RC’s position in each of the CMDs of M67. Similarly, both the and confidence intervals in NGC 6791 are shown in Figure 5. We estimated the confidence levels by generating absolute magnitudes and extinction-corrected colors of simulated RC giants for which we assumed gaussian errors in the input parameters, such as photometric zero-point offsets, extinction coefficients, and the cluster’s metallicity, distance, and reddening. Table 2 lists the absolute magnitudes and colors of RC stars in M67 and NGC 6791 after foreground extinction corrections. Errors represent the confidence intervals of the mean RC positions on CMDs. The magnitudes were computed from and .
In Table 3, we present contributions of individual errors to the absolute magnitudes and extinction-corrected colors of RC giants in both clusters. The sources of the errors include an observed scatter on CMDs, errors in the cluster’s distance and reddening, and photometric calibration and/or transformation errors (denoted by ‘Zero-point’). Errors in the extinction coefficients are incorporated into the error in reddening. Among these, errors in both distance and reddening dominate the total error budget for absolute magnitudes in NGC 6791. The ongoing Gaia mission (Gaia Collaboration et al., 2016) will eventually help pin down its distance, but the foreground reddening will remain as a major bottleneck in the determination of its RC luminosity.
3.6 Comparisons with the APOKASC-Gaia Sample
We checked the absolute magnitudes of RC giants in the above two clusters by comparing with those of the APOKASC-Gaia sample. Figures 6–7 show comparisons in and for M67 and NGC 6791, respectively. These comparisons are independent of theoretical HB models. However, as shown in Figure 1, an absolute magnitude of an RC giant is a strong function of its current mass; therefore, a direct comparison with field RC giants requires an assumption on the range of stellar mass. The progenitor mass of RC giants in M67 is relatively well constrained from the astrophysical prior. Assuming Gyr, the solar-metallicity isochrone from the PAdova and TRieste Stellar Evolution Code (PARSEC; Bressan et al., 2012) predicts for an initial mass of the progenitor stars. If the same mass-loss efficiency () of the Reimers (1975) mass-loss formula is taken as in the Galactic globular clusters, the expected amount of mass loss along the RGB is small ()666Computed using an isochrone generation tool for PARSEC at http://stev.oapd.inaf.it/cgi-bin/cmd, which is maintained at the Osservatorio Astronomico di PARSEC.. With a similar amount of RGB mass loss, various models employed in this work (see below) agree upon a mass at the tip of the RGB (–). The APOKASC-2 catalog does not include stars in M67, but solar-like oscillations of RGB and RC giants in M67 have also been detected from the Kepler ecliptic mission (Stello et al., 2016). An average RGB mass from these seismic measurements is , while an average RC mass is , suggesting little mass loss along the RGB.
In Figure 6, we selected field giants from the APOKASC-Gaia sample with , covering masses similar to those in M67 from asteroseismology. A second-order polynomial was used to trace the observed magnitude distribution of the field giants, and open squares with error bars indicate average magnitudes and standard deviations in bins of [Fe/H]. At the solar metallicity, our estimated absolute magnitudes of RC giants in M67 are in good agreement with the results from the APOKASC-Gaia sample.
In Figure 7, we provided two field giant samples with different mass ranges. Orange points show RC giants with , indicating low-mass solutions from some of the ZAHB models, as described in the next section. Blue points indicate RC stars with based on asteroseismic masses, consistent with the NGC 6791 results for Pinsonneault et al. (2018), who reported a mean RC mass of . Some of the difference in the RC mass between M67 and NGC 6791 reflects a difference in the ages of these clusters, which sets a progenitor’s mass for a clump giant. According to PARSEC isochrones ([Fe/H] and ), stars with an initial mass of on the zero-age MS reach the core helium-burning phase at the age of Gyr. This estimate is close to the mass at the bottom of the RGB ()777According to the PARSEC isochrones, the mass of an RC precursor is only larger than the original mass of stars at the bottom of the RGB at the age of Gyr. from the analysis of the eclipsing binary system (Brogaard et al., 2011, 2012).
As shown in Figure 7, our estimated absolute magnitudes of RC stars in NGC 6791 are in better agreement with a subset of the APOKASC-Gaia stars with . This suggests that our cluster distance scale is consistent with those based on the Gaia parallaxes of field stars, and that their masses are also consistent with asteroseismic values. On the other hand, to make the low-mass solution (more severe mass loss) viable, there should be a large systematic error in the asteroseismic mass scale. Because of the good agreement with absolute magnitudes in M67 (Figure 6), this implies that the asteroseismic mass scale is stretched below , while having little or no systematic error at higher masses. We look into this in more detail in the next section by estimating photometric RC masses for the APOKASC-Gaia sample based on a number of HB models.
3.7 Comparisons with Previous Studies
In addition to the APOKASC-Gaia sample, a number of studies in the literature have reported absolute magnitudes and colors of RC giants based on distances to star clusters or trigonometric parallaxes published before Gaia DR2. Based on the Hipparcos parallax measurements, Stanek & Garnavich (1998) determined a mean absolute magnitude of field RC stars in the solar neighborhood and found with a dispersion of mag. Paczynski & Stanek (1998) determined for the mean color of RC stars in the solar neighborhood. More recently, Hawkins et al. (2017) and Ruiz-Dern et al. (2018) used parallaxes from a joint Tycho-Gaia astrometric solution (Lindegren et al., 2016) to obtain and , respectively. All of these estimates are consistent with absolute magnitudes of RC stars in M67 (Table 2). The mean metallicity of stars in the Hipparcos sample (Girardi & Salaris, 2001, ) is near solar, so the effect of a metallicity difference from M67 does not likely exceed mag (and less in longer-wavelength bands).
Figure 8 displays previous estimates in the literature that contain additional information on metallicity. The red open circles, connected by a red dotted-dashed line, represent mean magnitudes in Udalski (2000) in three different metallicity bins. In addition, the mean magnitude of the Hipparcos RC giants in Groenewegen (2008) is shown by a red open square, and its metallicity sensitivity is represented by a red dashed line over an approximate range of metallicity covered by the sample. The red star indicates the mean position of the RC in the Galactic bulge, adopting the dereddened mean -band magnitude in Nataf et al. (2013, mag) and the distance to the Galactic center, kpc, from the two most recent studies of stellar orbits near Sgr A∗ (Chatzopoulos et al., 2015; Boehle et al., 2016). The Galactic bulge shows a wide range of metallicity, from [Fe/H] to [Fe/H], as revealed from comprehensive spectroscopic surveys on microlensed MS dwarfs and subgiants (Bensby et al., 2013) and RC stars in the Baade’s window (Hill et al., 2011). We took a median metallicity of RC giants ([Fe/H]) in Hill et al. (2011) with a dex error. Additionally, the blue filled triangles with a dashed line represent the metallicity sensitivity of RC luminosity in Nataf et al. (2013), who adopted the distances and reddening values in the literature for 47 Tuc ([Fe/H]; Koch & McWilliam, 2008) and NGC 6791 at the metallicity reported by Brogaard et al. (2012).
In Figure 8, our cluster data are shown by red filled squares, and are connected by a straight line to guide the eye. Absolute magnitudes from Udalski (2000), Groenewegen (2008), and that of the bulge indicate that the metallicity dependence of is mild below solar metallicity (), but becomes steeper above solar. Previous measurements are qualitatively similar to the trend observed for the APOKASC-Gaia sample in (middle panel in Fig. 1). The RC in 47 Tuc is fainter than the RC in M67, which may reflect lower RC masses in 47 Tuc. However, the above studies lack information on the masses of individual stars, which has a significant impact on absolute magnitudes, as revealed from the APOKASC-Gaia sample (Fig. 1). Nonetheless, a collective trend observed from the previous studies, except the linear relation adopted by Nataf et al. (2013), is consistent with RC luminosities for the cluster sample.
4 Photometric Mass Estimates of RC Giants
In this section, we proceeded with estimating RC masses by comparing the observed magnitudes of the cluster’s RC with HB models. We employed a number of published HB models (§ 4.1), because models for highly evolved stars are subject to several systematic errors, despite continuing efforts to constrain input physics and parameters. We used RC giants in M67 to correct for zero-point offsets in colors and magnitudes predicted by each of these models (§ 4.2). We employed the corrected models to read a mass gradation along the HB to estimate masses for the RC in NGC 6791 and field RC giants in the APOKASC-Gaia sample (§ 4.3). The advantage of studying cluster systems is that we know a priori the cluster’s metallicity and age well, so the integrated amount of mass loss on the RGB directly follows from a comparison of the RC mass with its initial mass. One of the principal results of this paper is the striking degree of disagreement between published theoretical models of core He-burning stars at the high-metallicity end.
4.1 ZAHB Models
Figure 9 displays the ZAHB models employed in this study. These models were taken from evolutionary tracks generated using (1) the Dartmouth Stellar Evolution Program (DSEP; Dotter et al., 2008) at [Fe/H], , , and ; (2) MIST (Choi et al., 2016; Dotter, 2016) at in dex increments; (3) PARSEC (Bressan et al., 2012) at in – dex increments; (4) Victoria-Regina (Victoria; VandenBerg et al., 2006) at in approximately dex increments; and (5) Yonsei-Yale (Y2; Yi et al., 2003; Chung et al., 2013) at in dex increments. For each set of models, we made a finer-mass grid with a step size of using a quadratic interpolation. All of the models assume scaled solar abundances. The only exception was the DSEP models at [Fe/H], for which we assumed [/Fe]. However, the effect of [/Fe] is relatively minor: models with enhancement by [/Fe] are similar to solar-scaled models with a [Fe/H] increment.
In order to compare theoretical models with observations, the temperatures and luminosities predicted in the models were converted into observable colors and magnitudes using color- relations and bolometric corrections. We utilized the color transformations found in Girardi et al. (2002, 2004), which were largely based on the ATLAS9 spectral library (Castelli et al., 1997; Bessell et al., 1998, hereafter ATLAS9) over the parameter space covered by RC giants in this work. In addition, we took theoretical HB tracks from the DSEP with theoretical colors and magnitudes based on PHOENIX model spectra (Hauschildt et al., 1999, hereafter PHOENIX). Similarly, we made use of the ZAHB models from Y2 with synthetic colors and magnitudes from the BaSeL spectral libraries (Westera et al., 2002, hereafter BaSeL). We converted model magnitudes in the AB system into the native SDSS system using AB corrections found in Eisenstein et al. (2006): . No corrections are required in the and passbands. Throughout the paper, models are denoted as “interior+atmosphere” models, such as DSEP+ATLAS9.
Figures 4 and 5 show comparisons of the observed locations of the RC in M67 and NGC 6791 with six different combinations of ZAHB models at [Fe/H] and , respectively. The ZAHB lines from different models do not agree with each other, which can lead to an inaccurate mass estimate of RC giants from CMDs. In particular, DSEP models consistently predict fainter magnitudes by mag than the other models, primarily due to their systematically lower luminosities (Figure 9). At a given mass, there are also differences in the predicted colors of the order of – mag. The differences are amplified at supersolar metallicity.
The observed difference among these models indicates that various assumptions and detailed calculations in the models affect the ZAHB location and shape. Among them, the assumed helium abundance is of particular importance, because the ZAHB luminosity is a sensitive function of the helium abundance and because its effect is enhanced in metal-rich stars by the CNO cycle in the hydrogen-burning shell (e.g., Sweigart & Gross, 1976; Valcarce et al., 2012). A common practice is to set an initial value of a helium mass fraction () based on an approximate relation with a mass fraction of heavy elements (), through , where is a primordial helium abundance and represents a helium enrichment parameter. The second and third columns in Table 4 list the and , respectively, adopted by each model. The initial helium abundances computed from these parameters are listed at [Fe/H] and . The heavy-element fraction () in each model is different from one another due to differences in the adopted solar abundance [Grevesse & Sauval (1998) vs. Asplund et al. (2009)].
From a large grid of Padova models in and (Bertelli et al., 2008), we found an dex change in luminosity from at a given without a significant shift in . However, the differences in the helium fraction are not sufficiently large enough to explain the observed scatter of ZAHB models. This is especially true at supersolar metallicities. All of the models employed in this work, except Victoria, show similar values at [Fe/H] (Table 4) that are in full agreement with from the eclipsing binary study in NGC 6791 (Brogaard et al., 2012) and based on detailed analysis of asteroseismic observations (McKeever et al., 2019). This indicates that there should be other sources of systematic errors embedded in the stellar interior models that are large enough to induce significant effects on predicted luminosities and temperatures of HB stars. In the Appendix, we present additional comparisons of models employed in this work.
4.2 Zero-point Corrections of ZAHB Models Using RC Stars in M67
The diversity of interior models on the theoretical Hertzsprung-Russell Diagram (Figure 9) indicates the extent of the parameter space that is poorly constrained by our current knowledge of stellar structures. This is particularly true for luminosity, which is a robustly predicted quantity in stellar interior models. Its scatter reflects different treatment of physical processes (e.g., convective overshoot and microscopic diffusion) and/or assumptions on physical parameters (e.g., mixing-length parameter and nuclear reaction rate). Differences in numerical methods might also play a role. It is beyond the scope of this work to dissect interior models and identify the origin of such differences. Instead, we take a heuristic approach below, in which we derive RC masses using models with zero-point shifts in colors and magnitudes to match those of the RC in M67.
Direct comparisons of RC giants in M67 with ZAHB models are shown in Figure 4, for each set of combinations of interior and atmospheric models at [Fe/H]. Each of the theoretical ZAHB lines is bifurcated into two branches by luminosity, which is useful for constraining the range of the cluster’s RC mass. The inflection point at corresponds to , and more (less) massive stars are brighter (fainter) than this inflection point. At the observed color of RC giants, the gap between the low- and high-luminosity branches is about mag in or .
As expected from Figure 9, however, different models show large scatter in the predicted colors and magnitudes, even at solar metallicity. The scatter is large enough to prevent a meaningful constraint on stellar mass; if masses are inferred from , they range from to , depending on which model is employed in the photometric mass estimate. The problem is even worse at supersolar metallicities (Figure 5).
In order to derive RC masses, we corrected models on an empirical basis to match observed data from a well-studied system. We did this by adjusting the colors and magnitudes of models using RC giants in M67. This implies that all of the systematic errors in the models are absorbed into errors in the bolometric magnitude scales. To first order, this should provide sufficiently accurate mass estimates at or near solar metallicity. Below we applied these corrected models to subsolar- and supersolar-metallicity stars (including NGC 6791), hoping that color and magnitude offsets are effectively canceled out in the extended parameter space.
We assumed that the current mean RC mass in M67 is and computed zero-point corrections in colors and magnitudes for each model set. Table 5 lists photometric zero-point offsets that have been added to match each ZAHB model to the position of the RC in M67. Typical color offsets amount to a few hundredth of a magnitude, or an – K shift in terms of , although some models require larger shifts. Figure 10 shows corrected ZAHB models at solar metallicity. Since more massive RC giants are brighter, our working hypothesis on the minimal mass loss in M67 effectively sets an upper limit in the RC mass or a lower limit in the amount of RGB mass loss. In other words, if we were adopting a lower RC mass in M67 (more mass loss along RGB), our photometric RC mass would become subsequently smaller.
Figure 11 shows comparisons of the RC in NGC 6791 with corrected ZAHB models at [Fe/H]. The same amounts of shifts in colors and magnitudes as in the solar-metallicity case have been applied to these models. An error ellipse includes errors in the RC location in M67. While the zero-point adjustment certainly improves consistency among models (compare with Figure 5), there still remain relatively large differences at supersolar metallicity. This indicates that the above first-order corrections based on M67 are not perfect, suggesting nonlinear effects of stellar parameters at large metallicities. Below, we show that the RC masses in NGC 6791 obtained using these corrected models also differ by the amounts that are too large to be explained by internal errors.
4.3 Photometric Mass of RC Giants
4.3.1 NGC 6791
In contrast to M67, RC stars in NGC 6791 are located in or near the faint branch of the models (Figure 11). The relatively lower luminosity of the RC indicates that their masses are smaller. In order to derive the best-matching photometric mass and its confidence interval for each model set, we computed a marginal likelihood of RC mass, , for an observed data set in all nine bandpasses, , as follows:
[TABLE]
,where represents the joint parameters , [Fe/H], , , , , , , , , that are marginalized out. We assumed a normal distribution of errors in the prior probability functions of these nuisance parameters. Here we computed a probability density function prob() by taking a minimum of the observed magnitude from models with a step size of .
Figure 12 shows the likelihood distributions of the mean RC mass in NGC 6791 for each combination of ZAHB models employed in this work. Each curve is normalized with respect to the maximum likelihood value. Table 6 lists modes of RC mass and their and confidence intervals. The estimated mass ranges from to . Among these models, the MIST models yield the largest RC mass, while Victoria and Y2 provide the lowest masses. This is closely related to the helium abundance of the metal-rich models (Table 4). Because HB models with lower helium abundances are fainter, photometric masses from these models are systematically larger. MIST models adopt a small , resulting in a relatively low helium abundance at [Fe/H].
Stars with generally evolve toward lower luminosities when they leave the ZAHB (e.g., see Figure 3 in Girardi, 2016), and photometric mass estimates become larger. We repeated the above exercise by taking an HB with the most likely distribution from individual stellar tracks. The results are shown by a blue dashed curve in Figure 12 for the DSEP, MIST, and PARSEC models, and their photometric masses are listed in Table 6 (denoted as ‘evol’). The difference in mass from the ZAHB case is about -.
We also checked how our results depend on different choices of color- relations and bolometric corrections. As shown in Table 6, photometric masses based on other atmospheric models (BaSeL and PHOENIX) are almost the same as those from ATLAS9 (). At solar metallicity, the synthetic magnitudes predicted by these models differ by – mag in and – mag in for models (Table 5). Additionally, we compared the ATLAS9-based bolometric corrections in Girardi et al. (2002, 2004) with model fluxes in Casagrande & VandenBerg (2014) from MARCS (Gustafsson et al., 2008), and found similar differences. These systematic offsets in bolometric magnitudes between different models remain almost unchanged at supersolar metallicities. As a result, photometric masses become almost independent of adopted color- relations and bolometric corrections, because our zero-point corrections of HB models based on M67 essentially remove any model-to-model differences.
The weighted mean value of RC mass in NGC 6791 is from all of the ZAHB models with ATLAS9. The error represents a weighted standard deviation of the five solutions and is about a factor of larger than a propagated error, which suggests a strong model dependence of the photometric mass estimate. The systematic error component from a difference between ZAHB and ‘evolved’ models makes photometric mass estimates larger. Therefore, we added to the weighted mean value from the above comparisons and also added the same value in quadrature to the error budget. The effects of different choices of atmosphere models are negligible. Based on these considerations, our photometric RC mass becomes .
There have also been a couple of attempts to constrain RC masses photometrically. For example, Carraro et al. (1996) found for an average mass of RC giants in NGC 6791, based on their global isochrone fitting on a CMD [ and apparent distance modulus ]. On the other hand, Brogaard et al. (2012) showed that the cluster RC giants are well matched to the updated Victoria-Regina models888The Victoria models utilized in our study (VandenBerg et al., 2006) are different from those used in Brogaard et al. (2012) in that the latter models were computed based on more up-to-date physics, including microscopic diffusion of helium (D. VandenBerg 2019, private communication). See the Appendix for more information., if one assumes a small RGB mass loss in Miglio et al. (2012), suggesting a larger RC mass (–), although their assumed distance and reddening were similar to those used in Carraro et al. (1996). Since the helium and metal abundances assumed in these two studies are also similar to each other, the difference in mass can be traced back to systematic differences between stellar models employed by each study. The RC mass in Brogaard et al. is also larger than our estimated value from the Victoria models (). A part of the difference can be explained by small differences in the adopted cluster distance and reddening, but it is mainly due to input stellar models (see Figure 20 in the Appendix).
4.3.2 Field RC Giants
In addition to NGC 6791, we repeated the above photometric mass estimation for field RC giants in the APOKASC-Gaia sample. Because these stars lack homogeneous and accurate photometry in , we only included in the likelihood estimation in Equations (1) and (2). Figure 13 shows comparisons between the absolute magnitudes ( and ) of the APOKASC-Gaia sample and those predicted by each set of ZAHB models. We computed the absolute magnitudes in the models by taking the asteroseismic masses and spectroscopic metallicities. We adopted extinctions in the APOKASC catalog and limited the comparison to those with and kpc. In each panel, we computed the average masses for a given [Fe/H] bin, which are shown by open squares. Error bars indicate a standard deviation of the differences in each bin.
At solar metallicity, values of from all five of the models shown in Figure 13 are consistent with estimates in the APOKASC-Gaia catalog. This is a natural consequence of our adjustment of models to match the location of the RC in M67. Nonetheless, the difference is not exactly zero ( mag and mag). This is probably because most of the APOKASC-Gaia sample included in Figure 13 have lower masses than the mass of the RC in M67 (), suggesting a scale error in mass either in the models or in the asteroseismic scaling relations.
All of the ZAHB models, except PARSEC+ATLAS9, exhibit a metallicity-dependent departure from the observed absolute magnitudes of stars. At the metallicity of NGC 6791, Y2+ATLAS9, Victoria+ATLAS9, and DSEP+ATLAS9 predict a brighter HB by – mag than the APOKASC-Gaia sample, while the MIST+ATLAS9 models become fainter. Comparisons of with the former models show a strong tilt with [Fe/H], and the difference reaches – at the metallicity of NGC 6791.
The mismatches seen in Figure 13 do not necessarily indicate problems in a specific set of ZAHB models employed in this study. Asteroseismic masses are used as an input to obtain the absolute magnitudes of the models. Therefore, if there is a scale error in mass between asteroseismology and HB models at higher metallicities, a systematically brighter or fainter HB can be derived from the models. On the other hand, errors in foreground extinctions or distances are unlikely to cause the observed departures, because these parameters in the sample are not correlated with metallicity.
In Figure 14, we compare photometric masses with asteroseismic estimates for the APOKASC-Gaia sample. We took an ensemble average of photometric masses from the above five ZAHB models with ATLAS9. We imposed and kpc to minimize the effect of extinction while maintaining a useful number of stars for comparison. We computed weighted mean averages if there are valid photometric mass estimates ( and a total from the best-fitting model ) from at least three HB models. In this ensemble average, we only included stars with , because photometric estimates become progressively more uncertain and partially degenerate with higher-mass solutions (see MIST models in Figure 5). Error bars indicate a quadrature sum of errors from both random (propagated errors from individual models) and systematic (model-to-model dispersion) components.
As seen in Figure 14, average photometric masses are generally smaller than asteroseismic masses, where the difference at solar metallicity is almost . The observed trend depends strongly on metallicity and increases to at [Fe/H]. The sense and size of the difference are about the same as those found for the RC in NGC 6791. The strong metallicity dependence of the difference is mostly driven by systematically brighter HBs in Y2+ATLAS9 and Victoria+ATLAS9 (see Figure 13).
Figure 15 shows error distributions of ensemble averages of RC mass from the five ZAHB models used in Figure 14. The top panels show the mean errors and standard deviations from the original ZAHB models, while the bottom panels show error distributions using corrected sets of ZAHB models based on M67. Essentially, in all of the [Fe/H] and mass bins, the average random errors (blue open squares) exceed the sizes of the systematic errors (red open triangles) from the original models by a factor of . However, zero-point corrections lead to a better internal agreement of photometric masses from different ZAHB models and make systematic errors significantly smaller than random components. The dispersion in mass from the corrected models shows a mild increase toward higher metallicities and larger masses, while systematic errors from uncorrected models are consistently larger. Random errors from the corrected models are seemingly inflated compared to those from the original models, but this is due to the fact that valid solutions could not be found for a larger number of stars with uncorrected models.
5 Summary and Discussion
In this work, we derived masses of RC giants in the Kepler field by comparing the RC’s positions on CMDs with theoretical ZAHB models. We utilized the fact that there is a relatively steep mass-luminosity relation of the ZAHB in the RC regime and constrained RC masses photometrically based on accurate distance and reddening estimates available for these stars. We took ZAHB models from various groups to judge the size of errors from theory. To reduce the impacts of potential systematic errors in the models, we adjusted the colors and magnitudes of the ZAHB models based on the observed location of RC giants in M67, assuming mild mass loss in this solar-metallicity cluster. Our working hypothesis on the mass loss in M67 effectively sets an upper limit on our photometric mass estimates.
One of our main findings is that the existing models are not consistent with each other, and even forcing agreement in M67 does not suppress metallicity trends. This has been examined by taking field RC giants with accurate distances from the Gaia and those in the metal-rich cluster NGC 6791. Our field star sample covers a wide range in metallicity () and mass () and therefore provides an opportunity to check the asteroseismic mass scale as a function of metallicity. We found that our photometric solutions at supersolar metallicities are strongly dependent on the adopted models even after the M67-based corrections, and that an ensemble average of mass becomes smaller than an asteroseismic mass. The departure at the high-metallicity end ([Fe/H]) is of a high significance () due to a large number of metal-rich giants in the sample.
We also found similar trends in NGC 6791. Our photometric RC mass estimates range from to from a number of model combinations, whereas the average mass () is smaller than the asteroseismic mass (; Pinsonneault et al., 2018). The amount of mass loss on the RGB can be directly computed in this case, since the mass at the bottom of the RGB in NGC 6791 is sufficiently well known from the eclipsing binary study (; Brogaard et al., 2011, 2012). Our photometric mass estimates yield a mean integrated amount of mass loss . Some of the models (Victoria and Y2) predict moderately enhanced mass loss (), in contrast to – expected from the Reimers formulation with – as in the Galactic globular clusters. Nonetheless, the model-to-model dispersion is large, as shown by the large error in . On the other hand, the asteroseismology suggests that the RC stars in NGC 6791 have lost a negligible fraction of their initial masses while ascending the RGB, suggesting a strongly bimodal mass-loss process (EHB versus RC) in the cluster. It may be that the asteroseismic masses are too close to the RGB mass, partly due to systematic errors in the and measurements of RC giants (Pinsonneault et al., 2018).
Our current understanding of stellar populations in the Galactic disk favors asteroseismic masses for the APOKASC-Gaia sample. The abundances of the APOKASC-Gaia sample mostly follow a low- sequence in the [Fe/H] versus [/Fe] plane (e.g., Martig et al., 2015), suggesting that most of them are associated with the traditional thin disk population. Proper motions and radial velocities of these stars are also consistent with thin disk kinematics on the Toomre diagram (e.g., Epstein et al., 2014). The chemical and kinematical properties of a small fraction of the sample stars are consistent with the thick disk. Therefore, the bulk of the stars in the APOKASC-Gaia sample should have ages younger than – Gyr (with MSTO masses greater than –), and the masses of these RC giants are expected to be if a canonical mass-loss law on the RGB is assumed. In contrast, our photometric masses are too small for the ages of the stars and imply that most stars, especially at high metallicities, have experienced significantly enhanced mass loss (), which is unlikely to be the case. Furthermore, theoretical or empirical corrections on the solar scaling relations relative to those of the RGB are of the order of a few percent, whereas the size of the corrections has to be enormous (several tens of percents) to match the lowest values of our photometric mass estimates.
The strong model dependence of our photometric RC mass estimates may be a manifestation of underlying systematic errors in the models (e.g., Castellani et al., 2000). Standard HB models are still subject to various theoretical uncertainties, most likely due to our limited knowledge of the helium enrichment parameter (§ 4.1) and mixing/convection near the outer region of a helium-burning core (see Bressan et al., 2015). For example, Constantino et al. (2015) demonstrated that the asymptotic period spacing of gravity modes () predicted from the standard HB models is systematically lower than observations, which can be partially relieved by additional core overshooting in the models (see also Bossini et al., 2015). Nevertheless, different modes of mixing in the core mostly increase the central helium-burning timescale, while the impact on the luminosity can be relatively mild (Constantino et al., 2015). In any case, without additional constraints on model parameters and fine-tuning of core helium-burning models, it would be premature to draw a firm conclusion on the RGB mass loss.
Appendix A Additional Model Comparisons
Figures 16 and 17 show comparisons of mass-luminosity relations from theoretical ZAHB models utilized in this work in each of the filter passbands at solar and [Fe/H]=0.37, respectively. Original models are shown without zero-point corrections on colors and magnitudes. For comparison, the mean asteroseismic masses of RC giants in M67 and NGC 6791 (Stello et al., 2016; Pinsonneault et al., 2018) are shown by vertical gray bars with bounds. In addition, the mean absolute magnitudes of RC giants in each cluster (Table 2) are indicated by the horizontal orange bars.
In Figure 18, theoretical ZAHB models (Bertelli et al., 2008) with different initial helium mass fractions () are compared with each other at a fixed . The top panel shows models at solar metallicity, and the bottom panel shows models at the metallicity close to that of NGC 6791. As shown in Figure 18, a change results in mag, almost independent of metallicity and stellar mass.
In the top and bottom panels of Figure 19, PARSEC ZAHB models are shown at [Fe/H]=0.0 and 0.37, respectively, along with those that differ by . The dex change in metallicity results in an mag change in , which is nearly independent of metallicity and stellar mass, and is similar to those predicted by other models employed in this work.
We employed the ZAHB models in VandenBerg et al. (2006) in the main analysis of this work. However, major updates on these models have been made since its publication, including helium diffusion, and a subset of updated models was previously employed in Brogaard et al. (2012) in the estimation of RC mass in NGC 6791. Figure 20 compares these models at solar metallicity (top panels) and [Fe/H] (bottom panels), respectively. There are some systematic differences in the input parameters between the two model sets. The updated models are based on the solar abundance ratios in Asplund et al. (2009), while the original models are based on Grevesse & Sauval (1998). The difference in from different abundance mixtures is mag at [Fe/H]= for a given stellar mass. In addition, the new models assume from the eclipsing binary study (Brogaard et al., 2011), while the old models have from a steeper helium enrichment parameter (Table 4). As shown in Figure 18, corresponds to . There are also offsets expected from different bolometric corrections adopted by each set of models (ATLAS9 vs. MARCS), but the difference between them is negligible in . The net effect is to lower the luminosity of the updated Victoria-Regina models by and subsequently increase a photometric mass by from data only.
We thank the anonymous referee for providing detailed and helpful comments on the manuscript that eventually led us to include additional details on model comparisons in the Appendix. D.A. is greatly indebted to Donald VandenBerg for helpful discussions on Victoria-Regina models. We thank Jennifer Johnson, Leo Girardi, and Aaron Dotter for checking the manuscript and providing useful comments. D.A. and C.C. acknowledge support provided by the National Research Foundation (NRF) of Korea to the Center for Galaxy Evolution Research (No. 2017R1A5A1070354). D.A. acknowledges partial support by the NRF of Korea (NRF-2018R1D1A1A02085433). D.M.T. received partial support from National Science Foundation grant AST-1411685 to the Ohio State University. Funding for the Sloan Digital Sky Survey IV has been provided by the Alfred P. Sloan Foundation, the U.S. Department of Energy Office of Science, and the Participating Institutions. The SDSS-IV acknowledges support and resources from the Center for High-Performance Computing at the University of Utah. The SDSS website is www.sdss.org. SDSS-IV is managed by the Astrophysical Research Consortium for the Participating Institutions of the SDSS Collaboration, including the Brazilian Participation Group, the Carnegie Institution for Science, Carnegie Mellon University, the Chilean Participation Group, the French Participation Group, Harvard-Smithsonian Center for Astrophysics, Instituto de Astrofísica de Canarias, Johns Hopkins University, Kavli Institute for the Physics and Mathematics of the Universe (IPMU) / University of Tokyo, Lawrence Berkeley National Laboratory, Leibniz Institut für Astrophysik Potsdam (AIP), Max-Planck-Institut für Astronomie (MPIA Heidelberg), Max-Planck-Institut für Astrophysik (MPA Garching), Max-Planck-Institut für Extraterrestrische Physik (MPE), National Astronomical Observatories of China, New Mexico State University, New York University, the University of Notre Dame, Observatário Nacional / MCTI, the Ohio State University, Pennsylvania State University, Shanghai Astronomical Observatory, the United Kingdom Participation Group, Universidad Nacional Autónoma de México, the University of Arizona, the University of Colorado Boulder, the University of Oxford, the University of Portsmouth, the University of Utah, the University of Virginia, the University of Washington, the University of Wisconsin, Vanderbilt University, and Yale University. This publication makes use of data products from the Two Micron All Sky Survey, which is a joint project of the University of Massachusetts and the Infrared Processing and Analysis Center/California Institute of Technology, funded by the National Aeronautics and Space Administration and the National Science Foundation. This paper includes data collected by the Kepler mission. Funding for the Kepler mission is provided by the NASA Science Mission directorate. This work has made use of data from the European Space Agency (ESA) mission Gaia (https://www.cosmos.esa.int/gaia), processed by the Gaia Data Processing and Analysis Consortium (DPAC; https://www.cosmos.esa.int/web/gaia/dpac/consortium). Funding for the DPAC has been provided by national institutions, in particular, the institutions participating in the Gaia Multilateral Agreement.
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