A&A 489, 1329-1335 (2008)
DOI: 10.1051/0004-6361:200809758
J. Eberle1 - M. Cuntz1,2 - Z. E. Musielak1,3
1 - Department of Physics, Science Hall, University of Texas at Arlington,
Arlington, TX 76019-0059, USA
2 - Institut für Theoretische Astrophysik, Universität Heidelberg, Albert Überle Str. 2, 69120 Heidelberg, Germany
3 - Kiepenheuer-Institut für Sonnenphysik, Schöneckstr. 6, 79104 Freiburg, Germany
Received 10 March 2008 / Accepted 24 June 2008
Abstract
Aims. We study the onset of orbital instability for a small object, identified as a planet, that is part of a stellar binary system with properties equivalent to the restricted three body problem.
Methods. Our study is based on both analytical and numerical means and makes use of a rotating (synodic) coordinate system keeping both binary stars at rest. This allows us to define a constant of motion (Jacobi's constant), which is used to describe the permissible region of motion for the planet. We illustrate the transition to instability by depicting sets of time-dependent simulations with star-planet systems of different mass and distance ratios.
Results. Our method utilizes the existence of an absolute stability limit. As the system parameters are varied, the permissible region of motion passes through the three collinear equilibrium points, which significantly changes the type of planetary orbit. Our simulations feature various illustrative examples of instability transitions.
Conclusions. Our study allows us to identify systems of absolute stability, where the stability limit does not depend on the specifics or duration of time-dependent simulations. We also find evidence of a quasi-stability region, superimposed on the region of instability, where the planetary orbits show quasi-periodic behavior. The analytically deduced onset of instability is found to be consistent with the behavior of the depicted time-dependent models, although the manifestation of long-term orbital stability will require more detailed studies.
Key words: stars: binaries: general - celestial mechanics - stars: planetary systems
More than thirty years have passed since Heppenheimer (1974) presented a
preliminary theory of planet formation in binary systems, leading to
the conclusion that planet formation is virtually impossible in binary
systems with separation distances of less than 30 AU. Today, observations
have been reported indicating that planets occur in more than twenty
binary systems, as well as in several triple star systems
(Eggenberger et al. 2004; Patience et al. 2002; Eggenberger & Udry 2007). Although most planets are found in wide binaries,
four cases of planets in binaries with separation distances between
20 and 25 AU have also been identified
,
which are: GJ 86 (Queloz et al. 2000; Lagrange et al. 2006),
Cep (Hatzes et al. 2003; Neuhäuser et al. 2007),
HD 41004A (Zucker et al. 2004), and HD 196885A (Correia et al. 2008).
The spectral type of the main stellar component
ranges between F8V and K2V. These findings are consistent with previous
theoretical results showing that planets can successfully form in
binary (and possibly multiple) stellar systems (e.g., Kley 2001; Quintana et al. 2002),
known to occur in high frequency in the local Galactic neighborhood
(Raghavan et al. 2006; Duquennoy & Mayor 1991; Lada 2006).
Bonavita & Desidera (2007) performed a statistical analysis of binaries
and multiple systems concerning the frequency of hosting planets, leading
to the conclusion that there is no significant statistical difference between
binary systems and single stars. That planets in binary systems
are now considered to be relatively common is also implied by the recent
detection of debris disks in various main-sequence stellar binary systems
by the Spitzer Space Telescope (e.g., Trilling et al. 2007, and references therein).
Trilling et al. observed 69 main-sequence binary star systems
and found emission in excess of predicted photospheric flux levels for
approximately 9% and 40% of these systems at 24 and 70
m, respectively,
interpreted as being caused by protoplanetary dust.
In the past few decades, significant progress has been made in the study of the stability of planetary orbits in stellar binary systems. Most of these studies focused on S-type systems, where the planet is orbiting one of the stars, and the second star is considered a perturbator. Conversely, P-type orbits lie well outside the binary system, where the planet essentially orbits the center of mass of both stars. Early results were obtained by Hénon & Guyot (1970), Szebehely & McKenzie (1981), Dvorak (1986,1984), Dvorak et al. (1989), Benest (1988,1993,1989,1996), Kubala et al. (1993), and Holman & Wiegert (1999), who explored the stability of planets in binary systems with different mass ratios and eccentricities. More results have been given by David et al. (2003) and Musielak et al. (2005). More recently, Mudryk & Wu (2006) and Barnes & Greenberg (2007) focused on the role of resonances in the ejection of planets, whereas Fatuzzo et al. (2006) presented a detailed statistical analysis of ejection times in response to a large number of configurations, concerning both the planet and the companion star.
In previous work (Stuit 1995; Musielak et al. 2005), we studied the stability of S-type
orbits in stellar binary systems, and deduced the orbital stability limits
for planets. These limits were found to depend on the stellar mass ratios, a result
that will be explored further in this paper. We considered initially circular
planetary orbits and classified them by using the following criteria:
truly stable
5%,
stable
,
marginally
stable
,
and unstable
,
where the percentage refers to the
orbital variability with respect to the initial distance between the primary
star and the planet specified at the beginning of the calculations. The stability
limit of
was motivated by this limit being required for Earth
to remain within the conservative habitable zone around the Sun
(e.g., Kasting et al. 1993; Underwood et al. 2003). The limit of
was based on our studies
that showed that test planets outside that limit were not confined to their
binary system.
Our paper is structured as follows. In Sect. 2, we present the theoretical approach adopted in our study. Case studies for planets in selected stellar binary systems are given in Sect. 3. Section 4 presents our conclusions.
In the following, we consider the so-called
coplanar circular restricted three body problem (e.g., Szebehely 1967; Roy 2005),
which is defined as follows. Two stars are in circular motion about their
common center of mass and their masses are much larger than the mass of the planet.
In our case, the planetary mass is
assumed to be
of the mass of the star it orbits;
also note that the planetary motion is constrained to the orbital plane of
the two stars. Moreover, it is assumed that the initial velocity of the
planet is in the same direction as the orbital velocity of its host star,
which is the more massive of the two stars, and that the starting position
of the planet is to the right of the primary star (3 o'clock position),
along the line joining the binary components (see Fig. 1).
The origin of the coordinate system is chosen at the center of mass
of the two binary stars. Therefore, we find
| |
Figure 1: Setup for the circular restricted three body problem. |
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Considering the law of gravity, we find
Next we describe the equations of motion in fixed (sidereal) coordinates
loosely following Szebehely (1967), Danby (1988), and Roy (2005).
This consists in computating the orbital positions of stars 1 and 2
as a function of time t, assuming that the stars move in circular motion.
These positions are denoted as X1(t), Y1(t), X2(t) and Y2(t),
respectively. Furthermore, we consider a small object, a planet, with mass
m3 subjected to the gravity of both stars. The distance of the planet
to star i = 1, 2 is given as
![]() |
(3) |
The next step consists in transforming the equations of motion into a rotating (synodic) coordinate system that rotates along with the binary stars, which simplifies the restricted three body problem. The binary stars remain fixed in such a coordinate system. In addition, fixed equilibrium points (Lagrange points) can be found at which the small mass rotates in sync with the binary stars.
In the synodic coordinate system, with all distances labeled by an asterisk (*), we find
![]() |
(7) |
| (8) |
For the small mass, the dimensionless distance from the center of mass and the synodic velocity are
| (11) |
The constant
can be set by the system parameters
and
,
noting that
,
and the initial conditions.
Jacobi's integral constitutes a relationship between the velocity and
position of the planet that remains unchanged during the time-dependent development of the system. It can also be shown that Jacobi's integral at the L4 and L5 equilibrium positions can be utilized to specify the Jacobi constant C, given as
.
This results in an absolute minimum at L4 and L5 for any
,
which is useful when comparing the characteristic behavior of C for various initial conditions.
The system parameters
and
and the initial conditions, allowing
v*0 to be set, can also be used to formulate an expression for the Jacobi constant C, which is
The initial velocity is set by adding the initial velocity of the primary star
to the velocity that would result in a circular orbit about a stationary star. This allows the Jacobi constant to be expressed as
![]() |
Figure 2:
Locations of the Lagrange points L1, L2, L3, L4, and L5 in synodic coordinates |
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If we consider the situation when the net force acting on the planet is zero, including fictitious centrifugal forces due to the rotation of the non-inertial synodic reference frame, then the planet will have zero acceleration in that frame, resulting in an equilibrium position. There is a total of five solutions. The five equilibrium points are commonly known as Lagrange points L1, L2, L3, L4, and L5 (see Fig. 2). Following Danby (1988), L1 is located between the primary and secondary stars, and L2 and L3 are located to the left of the secondary star and to the right of the primary star, respectively; note that in some textbooks these three Lagrange points are defined differently (e.g., Roy 2005).
The relevance of the points L1, L2, and L3 to the problem considered here is that the values of the Jacobi's constants, C1, C2, and C3, corresponding to these points are useful for establishing the stability of planetary orbits in the system. According to Danby (1988) and Roy (2005), the constants obey the following relation: C3 < C2 < C1. Specifically, if C < C1, then a planet initially orbiting the primary star may be captured by the secondary star. If C < C2, then the planet is free to escape from the system through point L2. Finally, if C < C3, then the planet may also escape from the system through point L3.
Table 1: Characteristic planet distances.
In the following, we calculate C1, C2, and C3, and use them
to determine
,
,
and
(see Table 1), which represent critical values of the planet's
relative initial distance
in correspondence to the
different types of planetary orbital stability discussed above.
These values of
will only depend on the stellar mass
ratio
(see Table 1); i.e., the
increase when
decreases.
The planet's absolute stability is guaranteed
only if
;
in this case, the planet moves
about the primary star in a periodic orbit.
The criteria for planetary orbits to be unstable
are either
or
,
or both. An interesting case occurs if
and
.
The existence of periodic orbits in this
case depends on the value of C (e.g., Szebehely 1967; Roy 2005; Danby 1988, and references therein).
In this paper, we describe case studies for binary systems of different
mass ratios
.
Our focus is to obtain insight into planetary orbital
stability, especially the transition to unstable orbits.
The accuracy of the computer code utilized for pursuing our simulations
is checked by integrating the equations of motion for a small body placed
near the triangular L4 point. A mass ratio of
is
assumed considering that the triangular Lagrange points are only stable
for
(Szebehely 1967).
If the small mass is placed near the
stable point, it will oscillate about that point. Even
if in the simulation it could be placed exactly at the stable point,
an impossible task owing to the truncation errors inherit in any digital
variable, the Runge-Kutta integrator would still introduce an error
proportional to the size of the time step
of
for each step, but
over multiple steps. This
means that shorter time steps will keep the body more closely
near the stable point, but will extend the running time of the
simulation.
![]() |
Figure 3:
For a mass ratio of |
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![]() |
Figure 4:
Same as Fig. 3, but now for a mass ratio of |
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![]() |
Figure 5:
Same as Fig. 3, but now for a mass ratio of |
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In Table 2, it is shown how different values of
affect the precision and running time of the simulation.
The approximate scale of the motion about the stable point is
given by the quantity
.
Here
is the
physical time of the simulation, and
the computational
time of the simulation to run on a Pentium 4 CPU Dual 3 GHz with 1 GB RAM.
For shorter time steps, the deviation from the equilibrium is less;
however, the time it takes to run the simulation increases by the
same magnitude.
Table 2: Tests of computer code.
As depicted in Table 2,
is 50 yr corresponding
to five orbits of the binary system. This is the same simulation time as
used for the bulk of simulations undertaken as part of a broad qualitative
scan of the system for different mass ratios and initial conditions.
We used a time step of
yr step-1 because it allowed
a quick survey of the parameter space with an error accumulation of the
motion of the small planet given as
.
However, this may be slightly misleading because the amount of error
accumulation is highly dependent on the stability of the respective point.
The error accumulation in the simulations will most likely be
greater for cases in which instability occurs.
Since this test of accuracy was done only for a known stable
point, we also investigated a few simulations on quasi-stable orbits
with the same time steps as used in the 50 year simulations, as well as
with time steps an order of magnitude smaller for simulation times of
up to 1000 years corresponding to 100 binary orbits with no discernable
difference. Moreover, the validity of our method is also confirmed
by the fact that one of the case studies (i.e.,
,
)
has previously been discussed by Szebehely (1967) who found very
similar results to those given in this paper.
In Figs. 3, 4, and 5, we illustrate
the transition from stability to instability by progressively increasing
the value of
,
i.e., the relative distance of the planet from the
primary star, for binary systems with a fixed mass ratio
,
given as
,
0.3, and 0.1, respectively; see Cuntz et al. (2007) and Eberle et al. (2008)
for results concerning
.
While the initial distance of the
planet from its host star is increased, the initial velocity of the planet
is set assuming initially circular orbits. Moreover, the changes in the
potential and kinetic energies of the planet due to increased values of
widen the domain for the possible planetary motion, as reflected
by the increase in space between the zero velocity curves. If
is increased beyond
,
,
and
,
the zero velocity contour opens at L1, L2, and L3, respectively,
which dramatically affects the orbital stability of the planet.
Figure 3 focuses on models with
,
where both stars
have equal mass. Here we study the cases of
,
0.300,
0.425, and 0.450. For
,
the planet's absolute stability
is guaranteed since
with
given as
0.251 (see Table 1). For the case of
,
an
extreme case of orbital instability is encountered, as the planet follows a
highly intricate quasi-chaotic orbit; obviously, the planet is orbiting
each star in a highly unpredictable manner. A very interesting case
occurs for
.
Even though planetary orbital stability
is not guaranteed, the planet nevertheless follows a quasi-periodic orbit,
at least for the very short time of our orbital simulations (50 yr).
For that particular value of
,
the zero velocity contour
is close to opening at both L2 and L3, and the planet is now on
the brink of being able to escape from the system entirely. For
,
instability is observed again. However, even though it would
be possible for the planet to leave the system due to its energetics,
it happens that the planet is captured by the secondary star after
45.9 yr. We also did simulations for
(not shown here), and found a behavior due to changes in
that
is very similar to
.
Model simulations for
are depicted in Fig. 4.
Here we study the cases of
= 0.277, 0.400, 0.474, and 0.610.
In accord to our previous discussion, orbital stability is found for
(see Table 1).
For the other three cases, orbital stability is
no longer secured, which means that unstable orbits are expected.
However, for
and 0.474, the planetary
orbit follows quasi-periodic behavior, as also found for
and
(see Fig. 6). For
,
a
complicated planetary orbit emerges. Although the planet is in principle able
to leave the binary system entirely, as implied
by the topology of the zero velocity contour, it is found that it loops around
L3 between an elapsed time of 35 and 39 yr, and that it is captured
by the secondary star after 45.8 yr.
![]() |
Figure 6:
Limits of stability for planetary orbits for different mass ratios |
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As examples for low mass ratios, we study
(see Fig. 5)
for the cases of
,
0.461, 0.634, and 0.670.
Note that the difference between
and
is
very small and, consequently, the initial conditions that result in
zero velocity curves passing through L1 and L2 are close to
each other. As the mass ratio approaches zero, the values of
C1 and C2 approach each other much more quickly than C3.
This implies that even though the range of initial conditions for
which
is wide, once
is passed,
the transition to significant instability occurs well prior to
approaching
.
Our studies
find orbital stability for
and quasi-periodicity
for
.
For
,
this result is
consistent with previous analytical work by Szebehely (1967), which
constitutes an indirect validation of our adopted numerical and
analytical methods. For
,
the planet approaches
the zero velocity contour after about 28 yr, and is caputured
by the secondary star after 35.1 yr. For
,
it is
found that the planet passes by the secondary star after about 18 yr,
and thereafter continues to escape from the system.
Our simulations indicate that, when the mass ratio is small, i.e.,
,
the planet appears to
remain in a stable, yet peculiar, orbit about the more massive star,
well beyond the point at which the zero velocity curve has first
opened up. Instability seems to occur when the orbit of the
planet comes very close to the zero velocity curve. In this case,
it abruptly changes direction and falls toward the more massive star,
whereupon it is catapulted in a new direction and the probability
of capture increases. However, for a given parameter combination
of (
,
), it is nonetheless difficult to gauge when this
is going to occur because there is no obvious way of determining how
close the planet has to come to the zero velocity curve for its
trajectory to be deflected.
Based on our studies, highly intricate orbits are encountered for
and 0.450 in the case of
,
for
in case of
and, furthermore, for
and 0.670 in the case of
= 0.1. In these model
simulations, the initial distance of the planet from its host star
(i.e., the primary star of the binary system) is sufficiently large to be
able to initiate orbital instability. This is indicated by the fact that
the respective
value of the model is above the
value
associated with the C1, C2, or C3 limit, or two or more
of these limits (see Fig. 6). In some other cases, quasi-periodic
orbits are found, even though the planet is expected to follow an
unstable orbit, based on the condition previously discussed.
This phenomenon will be studied in more detail in Paper II of
this series.
For the coplanar circular restricted three body problem,
we developed stringent mathematical criteria that permit insight
into the orbital stability of planets in a stellar binary system.
This is accomplished by comparing the planet's relative
initial distance
to the critical values
,
,
and
,
defined for a
fixed stellar mass ratio
.
An adequate way of demonstrating
the different types of behavior is to assess the topology of the
zero velocity contour, defined by the
and
values of
the system.
The orbital stability of a planet is ensured if its orbit is entirely encapsulated by the zero velocity contour, a result previous pointed out by Roy (2005) and others. The rationale of the zero velocity contour is that it limits the allowable region of the planet as dictated by its limited available kinetic energy. As part of this study, we illustrate the onset of planetary instability by sets of model simulations with different initial planetary starting positions for systems with a given mass ratio. The property of the planet to remain within the zero velocity contour is tantamount to orbital stability, although it does not necessarily imply stability in the sense of quasi-periodicity. Based on the very short timespan of our simulations, we encountered evidence that quasi-periodic orbits may even occur for planets outside the previously established stability region. The relationship between these two stability assessments will be investigated in more detail in Paper II.
Previous numerical case studies (e.g., David et al. 2003; Musielak et al. 2005; Holman & Wiegert 1999) show a behavior consistent with the theoretical prediction of a stringent stability limit, although some minor, but noticeable, differences exist (see discussion by Cuntz et al. 2007), which are typically attributable to minor shortcomings in the analytical fitting procedure owing to the time limitation of the numerical simulations. Note however that for generalized binary systems, other methods are required to establish long-term stability of planetary orbits. Important applications of our work include evaluating numerically deduced stability limits for cases where analyticalresults exist and obtaining insight into the onset of orbital instability, including routes to chaos.
Acknowledgements
This work has been supported by the Department of Physics, University of Texas at Arlington (J. E., M. C.), and by the Alexander von Humboldt Foundation (Z. E. M.).