A&A 389, 19-28 (2002)
DOI: 10.1051/0004-6361:20020492
G. Paturel1 - P. Teerikorpi2 - G. Theureau3 - P. Fouqué4 - I. Musella5 - J. N. Terry1
1 - CRAL-Observatoire de Lyon, avenue Charles-André, 69561 Saint-Genis Laval Cedex, France
2 -
Turku University Observatory, Tuorla, SF 21500 Piikkio, Finland
3 -
Laboratoire de Physique et de Chimie de l'Environnement, 3A avenue de la Recherche scientifique, 45071 Orleans Cedex 02, France
4 -
European Southern Observatory, Casilla 19001, 19 Santiago, Chile
5 -
Osservatorio Astronomico di Capodimonte, via Moiariello 16, 80131 Napoli, Italy
Received 8 August 2001 / Accepted 1 March 2002
Abstract
New estimates of the distances of 36 nearby galaxies is presented.
These are based on the calibration of the V- and I-band Period-Luminosity
relations for galactic Cepheids measured by the HIPPARCOS mission.
The distance moduli are obtained in a classical way.
The statistical bias due to the incompleteness of the
sample is corrected according to the precepts
introduced by Teerikorpi (1987).
We adopt a constant slope (the one obtained with LMC Cepheids). The correction for incompleteness bias introduces an uncertainty that depends on each galaxy. On average, this uncertainty is small (0.04 mag) but it may reach 0.3 mag. We show that the uncertainty due to the correction of the extinction is small (propably less than 0.05 mag). The correlation between the metallicity and the morphological type of the host galaxy suggests that we should reduce the application to spiral galaxies in order to bypass the problem of metallicity. We suspect that the adopted PL slopes are not valid for all morphological types of galaxies. This may induce a mean systematic shift of 0.1 mag on distance moduli.
A comparison with the distance moduli recently published by Freedman et al. (2001) shows there is a reasonably good agreement with our distance moduli.
Key words: galaxies: distances and redshift - galaxies: stellar content - cosmology: distance scale
We have started a new study of the kinematics
of the local universe (KLUN+) which aims at determining peculiar velocities for
nearby galaxies (
100 h-1 Mpc-1). The radial component of such a peculiar velocity
is obtained by subtracting the Hubble flow from the observed radial velocity.
This means that the underlying Hubble flow must be determined free of
any sort of bias (systematic, distance
or direction dependent). The distances are obtained through the Tully-Fisher relation (1977)
by combining 21-cm line width measurements
(Nançay key-project) with infrared magnitudes (DENIS and 2MASS surveys).
The Tully-Fisher relation will be calibrated with some very
near galaxies (<25 h-1 Mpc-1). This calibrating step is very important because
it will influence all forthcoming results. For this reason,
the distances of these calibrating galaxies must be determined carefully on the basis of
the Cepheid Period-Lumionosity relation (hereafter, PL relation) which remains the most
accurate method of stellar distance determination. Furthermore, the PL relation itself must
be calibrated from geometrical means, i.e. from galactic Cepheids.
In a previous paper (Paturel et al. 2002, Paper I)
we obtained distances for 36 nearby galaxies by comparing, in a straightforward
way (the method of "sosie''), extragalactic Cepheids with galactic Cepheids
whose accurate distance moduli are available through the Barnes-Evans
method (Gieren et al. 1998; hereafter GFG).
Our present purpose is to calculate the distances through the classical PL relation for the same galaxy sample using our calibration (Lanoix et al. 1999) from the HIPPARCOS satellite (Perryman et al. 1997) which measured geometrical parallaxes for a sample of nearby galactic Cepheids. It has been shown (Pont et al. 1997; Lanoix et al. 1999) that the treatment proposed by Feast & Catchpole (1997) to correct for the Lutz & Kelker's bias (1973) gives an unbiased calibration of the PL relation. The zero-point calibration is independent of the one used in Paper I.
In Sect. 2 the method of calculation is recalled and applied to the V- and I-band measurements described in Paper I. So, distances are obtained for 1840 Cepheids belonging to 36 nearby galaxies. In Sect. 3 we discuss these results.
The V-band magnitude V can be corrected for extinction.
The corrected
magnitude is given through the classical relation:
![]() |
(1) |
Similarly, the I-band magnitude can be corrected through the relation:
![]() |
(2) |
![]() |
(5) |
![]() |
(6) |
In 1999 we constructed an Extragalactic Cepheid database (Lanoix et al. 1999b). The updated version contains 6685 measurements for 2449 Cepheids in 46 galaxies. The full contents of the extragalactic part is available in electronic form as described in Paper I.
Let us recall briefly the characteristics of the sample extracted from this database. Each light curve has been inspected. Only light curves classified as "Normal'' (see Lanoix et al. 1999b) are used. Only the mean V and I band magnitudes are kept in the present study. When several magnitudes are averaged from different sources, we keep the mean only if the mean error is less than 0.05 mag. The final sample results in 1840 extragalactic Cepheids belonging to 36 galaxies. It is also available in electronic form (see Paper I). The source codes of measurements are given for each galaxy in Table 1. The full references appear in the bibliography with their codes.
| galaxy | Cepheid reference code |
| IC 1613 | Fr88a Sa88a |
| IC 4182 | Sah94 Gib99 |
| LMCogle | Uda99 |
| NGC 1326A | Pro99 |
| NGC 1365 | Sil98 |
| NGC 1425 | Mou99 |
| NGC 2090 | Phe98 |
| NGC 224 | Fre90 |
| NGC 2541 | Fer98 |
| NGC 300 | Fre92 Wal88 |
| NGC 3031 | Fre94 |
| NGC 3109 | Mus98 Sa88b |
| NGC 3198 | Kel99 |
| NGC 3319 | Sak99 |
| NGC 3351 | Gra97 |
| NGC 3368 | Tan95 Gib99 |
| NGC 3621 | Raw97 |
| NGC 3627 | Sah99 Gib99 |
| NGC 4258 | Mao99 |
| NGC 4321 | Fer96 |
| NGC 4414 | Tur98 |
| NGC 4496A | Sh96c Gib99 |
| NGC 4535 | Mac99 |
| NGC 4536 | Sh96a Gib99 |
| NGC 4548 | Gra99 |
| NGC 4603 | New99 |
| NGC 4639 | Sah97 Gib99 |
| NGC 4725 | Gib98 |
| NGC 5253 | Sah95 Gib99 |
| NGC 5457 | Alv95 Kel96 |
| NGC 598 | Chr87 Fre91 Kin87 Sa88a |
| NGC 6822 | Gal96 Kay67 |
| NGC 7331 | Hug98 |
| NGC 925 | Sil96 |
| SEXA | Pio94 |
| SEXB | Pio94 Sa85b |
From HIPPARCOS measurements of 238 galactic Cepheids
we obtained unbiased V- and I-band
Period-Luminosity relations (Lanoix et al. 1999) using the
treatment described by Feast & Catchpole (1997):
It is important to emphasize that we adopt the LMC slopes and assume that it is universal and bias free. The question of the choice of the slope will be addressed separately.
Sandage (1988) noticed that truncating a complete sample of Cepheids in LMC
changes the slope of the resulting PL relation. After Sandage this question remained untouched
for several years. Kelson (1996) mentioned the incompleteness bias
and suggested one use the inverse slope to correct the effect.
Then, the effects of the bias were described from observation
(Paturel et al. 1997a) and from simulation (Lanoix et al. 1999a).
This effect is not negligible, e.g., it can affect the distance modulus by 0.4 mag for
a galaxy like NGC4536.
One way to reduce the effect consists in using a magnitude limiting cut-off (Freedman et al. 2001).
Another way consists of fitting
the bias (the variation of the distance modulus with
).
A biased distance modulus appears smaller by the quantity
(Teerikorpi 1987; see Paper I):
![]() |
(10) |
![]() |
(11) |
For each of the 36 host galaxies we plot the apparent distance moduli
given through Eq. (4) as a function of
and we superimposed
the bias curve obtained after the last iteration.
This result appears in Fig. 1 and Table 4.
The standard error on the distance moduli is an internal error.
We want now to see how the results are modified when different PL relations are used. We want also to test the stability of the solution.
![]() |
Figure 1:
Distance moduli (y-axis) from the PL relations vs. |
| Open with DEXTER | |
Freedman et al. (2001) recently published their
HST key-project distance moduli (The Hubble Space Telescope Key Project
on the Extragalactic Distance Scale)
calibrated with LMC, assuming
.
The agreement between HSTKP distance moduli and those calculated here
is good for the 31 galaxies in common.
We do not confirm the tendency found in Paper I that their distance moduli
are smaller than ours above
.
A direct regression of our distance moduli vs. HSTKP distance moduli
(uncorrected for metallicity effect, denoted
and presented in Col. 8 of
Table 4 in the paper by Freedman et al.)
leads to a slope which is not significantly different from one
(
)
and a zero point difference which is not significantly
different from zero (
)
at the 0.01 probability level (the
Student's t-test requires
).
The standard deviation is
.
Thus,
assuming both determinations carry the same uncertainty, this means that our
distances are good within
mag. This is not perfectly
exact because both solutions are not fully independent (except for the
zero-point calibration). In particular, we use the same ratio
RV / RI = 1.69(Cardelli et al. 1989) and most of the observations are the same.
The agreement between our solution and the HSTKP one may appear strange
because our relations 7 and 8 do not differ very much from the old
calibration
(Madore & Freedman 1991) which was revised
(Freedman et al. 2001) using Udalski et al. (1999) results on LMC.
The new HSTKP calibration is:
Solution #1: HIPPARCOS: The PL relations are Rel. 7 and 8.
Solution #2: HSTKP-PL: The PL relations are those adopted by Freedman et al. (2001), i.e., Rel. 14 and 15.
Solution #3: GFG-SOSIE: This is the solution from Paper I. Slopes and zero-points are not required explicitly. The calibration is based on the GFG sample.
Solution #4: test: This is a test of a change of slopes (the zero-points being recalculated from the HIPPARCOS calibration as described in footnote 3). This solution is discussed below.
The distance moduli found with the HSTKP-PL relations are similar
to the final ones published by the HSTKP team (see Fig. 2b) but
the difference
is significant
at the 3-
level.
This difference can be explained by the fact
that the data are not exactly the same and that the correction for the
incompleteness bias is made in a different way.
Part of the difference can be explained as a consequence of the fact that changes
in the photometric zero point adopted by the HSTKP (Stetson 1998) have not been reflected
in the Lanoix et al. compilation which is used in this paper. The Lanoix
compilation uses slightly different zero points for different galaxies.
For 50% of the galaxies of the present sample, the distance moduli are 0.06 mag larger than
the distance moduli used by Freedman et al. 2001.
The mean observed departure (0.045), although significant, is relatively small in comparison
with the departure that could be due to an uncertainty on the PL slope,
as illustrated by Figs. 2a-d and Table 2.
The LMC distance modulus is retrieved at
as assumed for the HSTKP calibration.
In fact the difference between the adopted PL relations of solutions 1 and 2
is smaller than it appears. Indeed,
if one forces a slope of -2.76 in V-band (respectively, -2.96 in I-band)
on the HIPPARCOS zero-point which was obtained at a mean
(see Lanoix et al. 1999) one obtains the corrected PL relations
:
![]() |
(16) |
![]() |
(17) |
On the contrary, the last solution (GFG-SOSIE) shows a departure from the first two
solutions (HIPPARCOS and HSTKP-PL) especially above 10 Mpc (
).
It seems that one retrieves the dilemma emphasized in Paper I that either the
HSTKP distance moduli may have a small residual bias or that the
GFG sample may overestimate the absolute magnitude for long periods.
If the PL slopes are changed into -3.0 for the V-band
(respectively, -3.3 for the I-band) as suggested by the results
of GFG or Laney & Stobie (1994), the zero-points being still recalculated from
our HIPPARCOS calibration, then the results (solution #4 in Table 2)
are compatible with those of
our solution #3 (the mean shift
while
the solution #3 gives
).
Thus, we suspect that the PL slopes adopted from LMC are not valid for all kinds of
galaxies.
This question will be discussed elsewhere. Here, we will adopt our solution #1.
The uncertainty due to the slope will be discussed in the error budget.
| Solution | aV | bV | aI | bI |
|
| #1: HIPPARCOS | -2.77 | -1.44 | -3.05 | -1.81 |
|
| #2: HSTKP-PL | -2.760 | -1.458 | -2.962 | -1.942 |
|
| #3: GFG-SOSIEa | slopes and ZP not required |
|
|||
| #4: test | -3.0 | -1.02 | -3.3 | -1.44 |
|
![]() |
Figure 2:
Comparison between the distance moduli from
different solutions (Table 2) and the HSTKP distance moduli
|
| Open with DEXTER | |
As we explained above, the determination of
may affect the
correction of the incompleteness bias.
In order to evaluate the mean effect we repeated the calculation of distance
moduli varying
over the range
.
The mean changes of distance moduli,
and
respectively,
are given in Table 3. The mean change is less than 0.05 mag
when
changes by 0.5 mag. Nevertheless, individual changes
may be larger than this mean value. Hence, for each galaxy we give the
individual
and
in Table 4.
The change is generally smaller than 0.1 mag. Because it depends
on each individual galaxy, it introduces a random error.
Assuming that the uncertainty on the limiting magnitude is
,
the resulting
error will be calculated for each galaxy from the relation
.
For
we will adopt the maximum between
and
.
It will be taken into account in the error budget.
In order to check the stability of our adopted solution,
we repeated the calculations with a variation of the ratio
RV/RI by
0.2 (about 10%). The results are summarized
in Table 3, where we give the difference between the
mean distance moduli obtained with different
RV/RI ratios
and our reference solution based on
RV/RI=1.69.
A change of
RV/RI by
10% changes the distance moduli
by less than 0.1 mag. If the
RV/RI is not the same
for all galaxies, this introduces a dispersion of the calculated
distance moduli, but not a systematic effect.
Assuming that the uncertainty on
RV/RI is
,
the resulting error is about
.
It will be taken into account in the error budget.
|
|
RV/RI |
|
| 0.0 | 1.89 |
|
| 0.0 | 1.79 |
|
| 0.0 | 1.69 | 0 |
| 0.0 | 1.59 |
|
| 0.0 | 1.49 |
|
| -0.50 | 1.69 |
|
| -0.25 | 1.69 |
|
| +0.25 | 1.69 |
|
| +0.50 | 1.69 |
|
The problem of metallicity was first recognized by Iben (1967). According to Freedman & Madore (1990) the coefficients of the PL relation are slightly dependent on metallicity. Thus, the zero-point of the extragalactic distance scale would be slightly dependent on the metallicity. However, it has been argued that the correction of interstellar absorption is particularly sensitive to the metallicity (Beaulieu et al. 1997).
Most empirical investigations (Gould et al. 1994; Sasselov et al. 1997; Kennicut et al. 1998) find a positive effect ranging from 0.24 (Kennicut et al. 1998) to 0.56 (Gould et al. 1994). More recently, Udalski (1999) confirmed Freedman & Madore (1990) result that the metallicity effect is negligible. In the theoretical approaches, the results of linear computations (Chiosi et al. 1993; Sandage et al. 1999; Alibert et al. 1999) suggest a small negative effect. However, using non-linear models (Bono et al. 2000) Caputo et al. (2000) found a positive effect.
Owing to these puzzling results, we do not expect to solve the problem in the classical way.
Instead, we will avoid it by considering that
the method is valid only for galaxies with nearly the same metallicity
as the calibrating Cepheids (i.e., nearly Solar metallicity).
Indeed, there is a clear correlation (Fig. 3) between the morphological
type code of the host galaxy and its metallicity
as listed by
Caputo et al. (2000). Thus, we will consider that only spiral galaxies
over the range Sa-Scd (i.e., type codes 1-7) should be considered as reliable.
When this restriction is applied, we may consider that the uncertainty due to
metallicity is negligibly small.
![]() |
Figure 3:
Correlation between the morphological type code
of the host galaxy and its metallicity
|
| Open with DEXTER | |
In Table 4 we summarize our determinations of distance moduli
for 36 galaxies calibrated with galactic Cepheids.
The provisional distance moduli are calculated from a weighted mean of
our two determinations (GFG-SOSIE and HIPPARCOS).
The weight is the inverse of the square of the individual mean error.
The final error on the mean distance modulus is the "actual error''
(Paturel et al. 1997) which takes into account the
individual errors (uncertainty due to the data) and the discrepancy between the solutions
(uncertainty due to the adopted zero-point). This uncertainty will be designated
.
The uncertainties due to the incompleteness bias correction and to the extinction correction
are added.
The uncertainty resulting from a possible metallicity effect will be neglected
but galaxies with a morphological type out of the accepted
range (Sa-Scd) are given in parenthesis.
We believe that another source of uncertainty can result from the choice of the
slope. This is partially taken into account in
because
the GFG-SOSIE solution does not require knowledge of the slope. This additional
uncertainty is
(i.e.
mag with
).
Finally, the total uncertainty
(internal plus external) is calculated for each individual galaxy from:
![]() |
(18) |
A comparison with the HSTKP distance moduli is presented in Fig. 4. Excepting two galaxies at large distances (NGC 4321 and NGC 3198 noted with a (:) in Table 4), the agreement is good.
![]() |
Figure 4: Comparison of the distance moduli from Freedman et al. (2001) and from this paper. The general agreement is satisfactory despite the being calibration is independent. Late type galaxies are represented with open circles. |
| Open with DEXTER | |
| galaxy | Type | GFG-SOSIE | HIPPARCOS |
|
|
HSTKP | Provisional |
| IC 1613 | 10 |
|
24.19 |
0.09 | -0.02 | 24.19 |
(
|
| IC 4182 | 9 |
|
28.36 |
-0.02 | -0.03 | 28.28 |
(
|
| LMCogle | 9 |
|
18.37 |
0.01 | 0.00 | 18.50 | (
|
| NGC 1326A | 9 |
|
31.11 |
0.05 | -0.04 | 31.04 |
(
|
| NGC 1365 | 3 |
|
31.26 |
0.00 | -0.01 | 31.18 |
|
| NGC 1425 | 3 |
|
31.66 |
0.07 | -0.05 | 31.60 |
|
| NGC 2090 | 5 |
|
30.32 |
0.02 | 0.00 | 30.29 |
|
| NGC 224 | 3 |
|
24.44 |
0.14 | -0.04 | 24.38 |
|
| NGC 2541 | 5 |
|
30.33 |
-0.02 | -0.03 | 30.25 |
|
| NGC 300 | 6 |
|
26.36 |
0.00 | -0.15 | 26.53 |
|
| NGC 3031 | 2 |
|
27.66 |
0.03 | -0.02 | 27.75 |
|
| NGC 3109 | 9 |
|
25.38 |
-0.08 | 0.16 | (
|
|
| NGC 3198 | 5 |
|
30.86 |
0.05 | -0.02 | 30.68 |
31.11:
|
| NGC 3319 | 5 |
|
30.70 |
0.03 | 0.02 | 30.64 |
|
| NGC 3351 | 3 |
|
29.81 |
0.04 | 0.04 | 29.85 |
|
| NGC 3368 | 2 |
|
30.05 |
0.06 | -0.02 | 29.97 |
|
| NGC 3621 | 6 |
|
29.13 |
0.02 | 0.03 | 29.08 |
|
| NGC 3627 | 3 |
|
29.77 |
0.03 | -0.02 | 29.86 |
|
| NGC 4258 | 4 |
|
29.45 |
0.05 | 0.00 | 29.44 |
|
| NGC 4321 | 4 |
|
30.98 |
0.00 | -0.06 | 30.78 |
31.22:
|
| NGC 4414 | 5 |
|
31.27 |
0.13 | -0.06 | 31.10 |
|
| NGC 4496A | 7 |
|
30.81 |
0.01 | 0.03 | 30.81 |
|
| NGC 4535 | 5 |
|
30.87 |
-0.07 | 0.03 | 30.85 |
|
| NGC 4536 | 4 |
|
30.79 |
-0.02 | 0.00 | 30.80 |
|
| NGC 4548 | 3 |
|
30.91 |
0.06 | 0.00 | 30.88 |
|
| NGC 4603 | 5 |
|
32.86 |
0.61 | -0.11 |
|
|
| NGC 4639 | 4 |
|
31.64 |
0.10 | 0.00 | 31.61 |
|
| NGC 4725 | 2 |
|
30.44 |
-0.08 | -0.05 | 30.38 |
|
| NGC 5253 | 6? |
|
27.39 |
0.23 | 0.00 | 27.56 |
|
| NGC 5457 | 5 |
|
29.23 |
0.03 | 0.01 | 29.13 |
|
| NGC 598 | 5 |
|
24.70 |
-0.28 | -0.22 | 24.56 |
|
| NGC 6822 | 10 |
|
23.22 |
0.00 | 0.00 | (
|
|
| NGC 7331 | 5 |
|
30.80 |
0.12 | 0.00 | 30.81 |
|
| NGC 925 | 6 |
|
29.77 |
0.00 | -0.05 | 29.80 |
|
| SEXA | 10 |
|
25.78 |
0.31 | -0.13 | (
|
|
| SEXB | 10 |
|
26.72 |
-0.18 | -0.22 | (
|
The preliminary distance moduli obtained in the first two papers of this series were analyzed to search for possible residual bias. Distance moduli from Paper I and from this paper agree reasonably well within 0.1 mag, although they are based on two independent calibration (GFG-SOSIE and HIPPARCOS) and two independent methods (Sosie and classical PL relations).
The discussion of the stability of the solution shows that the slope
of the PL relations is still under question. The LMC slope in V-band
(and maybe for all late type galaxies) seems well fixed
(
)
but several studies (GFG, LS),
including this paper, show that the slope for galactic Cepheids (and
maybe for all Sa-Scd galaxies) could be steeper (
).
If one adopts a slope
aV = -2.76 the results are in good
agreement with the results of HSTKP. If one adopts a slope
aV = -3.0the distance moduli must be increased, on average, by 0.1 mag.
When all sources of errors are taken into account, the mean standard deviation of the final distance modulus is about 0.20 mag.
The correlation between metallicity and morphological type of hosts galaxies suggests to limit the validity of our distances to spiral galaxies (Sa-Scd) that have the same metallicity as our calibration sample.
For NGC 4258 our distance modulus,
,
is
compatible with the maser determination
(Herrnstein et al. 1999) and it is in good
agreement with the revised distance modulus
(Newman et al. 2001).
If it is confirmed that the slopes of PL relations have to be adapted to the morphological type of each host galaxy, these distance moduli could be modified. Further, using the local Hubble flow for providing independent reference distances, an additional analysis of the bias on primary calibration (Teerikorpi & Paturel 2002) suggests the existence of another bias. The problem of distance calibration is not yet resolved.
Acknowledgements
We thank the HST teams for making their data available in the literature prior to the end of the project. We thank R. Garnier, J. Rousseau and P. Lanoix for having participated in the maintenance of our Cepheid database. P.T. acknoledges the support by the Academy of Finland (project "Cosmology from the local to the deep galaxy universe''. We thank the anonymous referee for valuable remarks.