Free Access
Issue
A&A
Volume 635, March 2020
Article Number A66
Number of page(s) 12
Section Stellar atmospheres
DOI https://doi.org/10.1051/0004-6361/201936704
Published online 10 March 2020

© ESO 2020

1 Introduction

RR Lyrae stars are dominantly radial pulsators. These horizontal branch stars are tracers of the old population. They are used in various fields of astronomy, mainly in studies focused on stellar pulsations (e.g., Szabó et al. 2010; Kolláth et al. 2011; Smolec et al. 2015), the Milky Way (MW) subcomponents such as the Galactic disk (e.g., Dékány et al. 2018; Mateu & Vivas 2018), the Galactic bulge (e.g., Dékány et al. 2013; Pietrukowicz et al. 2015), and the Galactic halo (e.g., Drake et al. 2013; Belokurov et al. 2018; Hernitschek et al. 2018), globular clusters (e.g., Cacciari et al. 2005; Catelan 2009), and the local extragalactic neighborhood such as the Magellanic Clouds (e.g., Haschke et al. 2012a,b; Jacyszyn-Dobrzeniecka et al. 2017) and neighboring dwarf galaxies (e.g., Pietrzyński et al. 2008; Karczmarek et al. 2015, 2017). RR Lyrae stars are divided into three categories based on their radial pulsation mode, namely RRab – fundamental mode, RRc – first overtone, and RRd – double-mode RR Lyrae stars, which are simultaneously pulsating in the first overtone and fundamental mode (see, e.g., Catelan & Smith 2015).

Despite their abundance in the MW (over 100 000 stars in Gaia DR2; Clementini et al. 2019); several open issues hamper their full potential as stellar tracers. Some examples include the Blazhko effect (Blažko 1907), causing a modulation of the light curves, and the scarcity of RR Lyrae stars in binary systems (Hajdu et al. 2015; Liška et al. 2016; Prudil et al. 2019a) and therefore the absence of accurate mass determinations. Also, the origin of the Oosterhoff dichotomy (Oosterhoff 1939), which divides globular clusters that contain RR Lyrae variables into two groups based on their pulsation properties, is far from being resolved. Several possible solutions have emerged over the past few decades, such as for example increased helium abundance for RR Lyrae stars in Oosterhoff type İI (Oo II) clusters (Sandage et al. 1981; Sandage 1981) or a different direction in crossing the instability strip (van Albada & Baker 1973). In more recent years some progress has been made suggesting that population and/or metallicity effects might be the cause of the Oosterhoff dichotomy (e.g., Catelan 2009; Lee et al. 2014; Fabrizio et al. 2019), especially among field RR Lyrae variables.

In this study, we focus on shock phenomena in RR Lyrae stars. In their pioneering work, Struve & Blaauw (1948) observed line doubling and line emissions of hydrogen in the spectrum of the prototype of RR Lyrae stars, RR Lyr itself, during certain pulsation phases. Further spectroscopic studies (e.g., Preston & Paczynski 1964; Preston et al. 1965) confirmed the findings of Struve & Blaauw (1948) and added more features that appear at certain phases of a pulsation cycle. Today we associate these aspects with shock waves propagating through the atmospheres of RR Lyrae stars. The Balmer lines of hydrogen, formed in the upper layers of atmospheres are primarily affected by the shocks (Hill 1972; Gillet & Crowe 1988), although some of the metallic lines are distorted through line broadening and absorption line doubling (Chadid & Gillet 1996a,b). Recently, Preston (2009) reported helium emission and absorption lines observed during the shock events in some of the RR Lyrae stars. Also, Chadid et al. (2017) showed that in the upper atmosphere the main shock intensity is larger among metal-poor RR Lyrae stars than in metal-rich RR Lyrae variables.

These shock waves correlate with features of the RRab light curves known as the hump and bump (Christy 1966). The shock waves are a consequence of rapid compression events in the atmospheres of RR Lyrae stars that oscillate with large amplitudes due to the opacity mechanism. The hump is a result of a sudden stop of the infalling photosphere and immediate outward expansion, while the bump is connected with the collision of the infalling material before reaching the minimum radius (e.g., Hill 1972; Fokin 1992).

Here, we study the impact of humps and bumps on the phased light curves of nonmodulated fundamental-mode RR Lyrae stars. In Sect. 2 we describe the selection criteria for the studied sample. Section 3 outlines the adopted procedure to estimate the strength of individual humps and bumps in the light curves. Section 4 discusses the positions of the centers of the humps and bumps, and the effect of main and early shocks on the light curves of RR Lyrae stars. In Sect. 5 we compare how our findings relate to the positions of the stars in the color–magnitude diagram and their evolutionary direction. In Sect. 6 we summarize our results.

2 Sample selection

To study small features, such as for example humps and bumps, in the light curve shapes of RR Lyrae stars one needs precise, homogeneous, and well-sampled photometry. Moreover, information about any alterations in the shapes of the light curves (e.g., modulation Blažko 1907), additional modes, or possible binarity, are necessary since they would inevitably complicate the analysis andoverall results.

The aforementioned criteria are fulfilled by the sample collected by the Optical Gravitational Lensing Experiment (OGLE)-IV survey (Udalski et al. 2015) of more than 38 000 RR Lyrae stars in the Galactic bulge (Soszyński et al. 2014, 2017). OGLE-IV provides photometry in two passbands, V and I, where the latter contains substantially more measurements. The number of epochs collected for individual variables ranges from dozens to tens of thousands. For the purpose of our study, we used the light curves of fundamental-mode RR Lyrae stars without any sign of modulation, additional modes, or binarity (Hajdu et al. 2015; Prudil et al. 2019a). We used a sample of nonmodulated RR Lyrae stars collected in a study by Prudil et al. (2019b). In addition to the information provided by OGLE, this sample contains the following information for individiual objects: estimates of the metallicity based on the photometric data, absolute magnitudes, distances, amplitudes, and mean apparent magnitudes in the Ks -band from the VVV photometric survey (with a crossmatch radius ≈0.5, Minniti et al. 2010). Furthermore, each star is associated with one of the two Oosterhoff groups (Oosterhoff 1939) in the Galactic bulge (Prudil et al. 2019b).

To address the criteria for precision in photometry and sufficient phase coverage of the light curves, we removed stars fainter than 16.5 mag1 and stars with less than 1000 epochs in the I-band. The data in the aforementioned passband served as a primary source of photometry for this study. The remaining variables that surpass the prior criteria were visually examined on the basis of their phased light curves. Stars with large scatter and/or with a high number of outliers were removed. In the end, from the original sample containing 8141 RR Lyrae stars, 1485 variables remained, and serve as the studied sample for the remainder of this paper.

3 Analysis of the impact of humps and bumps on the phased light curves

Our initial approach to estimate the significance of humps and bumps in the phased diagrams of RR Lyrae stars was strictly subjective. We visually classified all RR Lyrae phase-folded light curves into four categories (numbered 1–4) based on the visual prominence of the aforementioned phase curve features (with “4” signifying a strong and “1” a weak shock effect on the phased light curve). We note that this categorization was purely informative and in the following analysis served only for the assessment of the calculated values, in order to decide which of them best describes the impact of the humps and bumps on the phased light curves (the visual classification of the humps and bumps is included in Table A.1).

In order to quantitatively estimate the strength of the humps and bumps, we developed two analogous approaches (described in following sections) using the Fourier decomposition of the phased light curves and the Gaussian fitting of the residual. The initial steps for both approaches were similar in phasing the light curves and normalizing the magnitudes from the observed data. This way we scaled the time (Heliocentric Julian Date) and magnitude component of the data to encompass a range of approximately ±0.5 for all stars and both parameters became unitless (see the top and bottom panels of Fig. 1). For each phased light curve we then visually marked the approximate center of the hump and bump (xHUMP,yHUMP,xBUMP,yBUMP)$\left( x_{\textrm{HUMP}}, y_{\textrm{HUMP}}, x_{\textrm{BUMP}}, y_{\textrm{BUMP}} \right)$ on the descending or ascending branch light curve sections (see red squares in the left-hand panels of Fig. 1). We note that we center our phased light curves at zero (maximum brightness), and therefore all values of xHUMP and xBUMP are negative. The positions for humps and bumps on the phased light curves are discussed in Sect. 4.1.

3.1 Strength of a hump

For the study of the main shock (hump) in the atmospheres of RR Lyrae stars, we proceeded in the following way. First, we fitted the I-band light curves with a truncated Fourier series: m(t)=A0I+k=1nAkIcos(2πkϑ+φkI),\begin{equation*}m\left ( t \right ) = A_{0}^{I} + \sum_{k=1}^{n} A_{k}^{I} \cdot \text{cos} \left (2\pi k \vartheta + \varphi_{k}^{I} \right ), \end{equation*}(1)

where the AkI$A_{k}^{I}$ stand for amplitudes and φkI$\varphi_{k}^{I}$ represent phases. The ϑ is a phase function, which is described as the ratio between the time difference of the Heliocentric Julian Date and time of maximum brightness HJD − M0, and pulsation period P: ϑ=(HJDM0)/P$\vartheta=\left(\textrm{HJD}-M_{0}\right)/P$. In order to properly describe small features between brightness minimum and maximum, we chose a high order of the Fourier fit of n = 35 (blue solid line in the middle panels of Fig. 1) for all stars. This high degree thoroughly described the region between the brightness minima and maxima where the hump occurs. We emphasize that pulsation properties like total amplitude and Fourier parameters were determined based on observed, unnormalized data.

Second, using the provisional centers of the hump in the normalized light curves space we removed the portion of the phased light curve containing the hump (red ellipse in the top left-hand panel of Fig. 1). The size of the removed portion was 0.15 wide in phase, and 0.3 high in normalized magnitude (denoted by the red ellipses in Fig. 1)2. This trimmed phased light curve was again decomposed using the low-order Fourier series (in the majority of the cases, orders from four up to fifteen were used) tailored for each phased light curve individually (red dashed line in the top middle panel of Fig. 1).

Subsequently, we subtracted both Fourier models (red and blue lines in top middle panel of the Fig. 1) and fitted the hump region using a Gaussian function (see top right-hand panel of Fig. 1). We integrated the area under the Gaussian function to obtain the amplitude (height of the hump), the full width half maximum (FWHM) of the hump, and the area under the Gaussian curve. An example of a fitted Fourier difference is shown in the top right-hand panel of Fig. 1.

thumbnail Fig. 1

Visual description of the analysis of the hump (top panels) and bump (bottom panels) features in one of the sample stars. Left panels: phased light curve of a selected star with I-band photometric data represented with blue dots. The red ellipse denotes the shock features: hump (top left panel) and bump (bottom left panel). The red dots denote the removed portions of the phased light curve. Middle panels: model light curve described by a high-order Fourier (n = 35 in thelegend of the panels) fit as given by Eq. (1) (blue solid line). The dashed red line in the top middle panel represents a low-order Fourier fit (n = 5 in the legend of the panel) to the phased light curve with the hump region removed (i.e., the section of the light curve encompassed by the red ellipse), and the inset in the same panel shows the difference between the high- and low-order fits. Bottom middle panel: linear fit (red dashed line) for the area around the bump, and the inset shows the difference between thefit of a high-order Fourier series and the linear fit in the vicinity of the bump. Right-hand panels: result of subtracting the linear fits from the Fourier models (red dots), as fitted with a Gaussian (blue solid line).

3.2 Strength of a bump

In the case of the early shock, i.e., the bump, we proceeded in a similar way as for the main shock. First, we decomposed the full phased light curve with a low degree Fourier series because the area prior to the brightness minimum is more sensitive to overfitting. Subsequently, we removed the area around the bump, using the bump’s approximate center and width in phase space ±0.125 for each light curve separately. As the Fourier decomposition of the light curve with a large phase gap led to unrealistic results, we adopted a different approach from in the case of the hump using solely the removed region of the Fourier model. For this clipped region, we determined the line connecting the beginning and end points. We then subtracted this straight line from the Fourier model of the bump in the relevant phase range – ± 0.125 (see the inset in the bottom middle panel of Fig. 1). We then fitted the resulting difference using a Gaussian function (see bottom right-hand panel of Fig. 1) and integrated over it, obtaining, as in the case of the hump, its amplitude (height of the bump), the FWHM of the bump, and the area under the Gaussian curve.

In the last step, we compared the visually analyzed sample (classified into four groups; see Sect. 3) with the obtained Gaussian properties of the humps and bumps. We conclude that the amplitude of the Gaussian curves best describes the strength of the bump and hump features, as it correlates well with the four categories we assigned to the light curves based on the visual prominence of hump and bump features, where classes 1 and 2 (denoting a negligible hump or bump) have small amplitudes and vice versa for classes 3 and 4 where we observe a prominent distortion and high amplitudes (rvisamp=0.86$r_{\textrm{vis}}^{\textrm{amp}} = 0.86$ and rvisamp=0.72$r_{\textrm{vis}}^{\textrm{amp}} = 0.72$, for hump and bump, respectively). The classes for individual stars together with the amplitudes for their shock features can be found in Appendix A, and the full table is enclosed in the supplementary material. For the remainder of this study, we use the amplitude of the Gaussian curves as a qualitative estimate of the shock impact on the phased light curve. We note that the amplitudes of humps and bumps are more than three times larger than the photometric errors of the dataset, and therefore all amplitude detections are significant.

thumbnail Fig. 2

Relations between the coordinates of the centers for the main and early shock features in the phased light curves. Top panels: xHUMP vs. yHUMP. Bottom panels: same dependence but for the bump: xBUMP vs. yBUMP. The color-coding is based on the pulsation period (left-hand panels), total amplitude (middle panels), and RT (right-hand panels) of the individual stars.

4 Humpsand bumps in the phased light curves

In this section, we discuss the positions and effects of humps and bumps on the phased light curves. We use the determined centers of humps and bumps (xHUMP, yHUMP, xBUMP, yBUMP) which represent the position in the phase x and in the normalized magnitudes y.

4.1 Timing of the hump and bump

In RR Lyrae stars, we observe that bumps occur on the descending branch of the light curve before the brightness minima, while the hump occurs on the ascending branch between the brightness minima and maxima. Using the centers of the humps and bumps for the stars in our sample we tested whether the positions of the shock features change with the pulsation properties.

In Fig. 2 we displayed dependencies between the coordinates of the humps (top panels) and bumps (bottom panels) in the normalized phased light curves. The rise time (RT) indicates the phase interval between the brightness minima and maxima on the phase curve. In these diagrams, we see that the centers of the humps occur on the ascending branch above the mean magnitude (negative values in yHUMP), contrary to bumps for which the centers appear on the descending branch below the mean magnitude (positive values in yBUMP).

In the top panels, we see a correlation between the center of the humps and the pulsation properties. The RRab variables follow the period–amplitude relation (albeit with scatter caused e.g., by the Oosterhoff dichotomy, Oosterhoff 1939), and therefore the correlations with pulsation period and amplitude are most likely not independent. The location of the hump changes with pulsation period and amplitude: as we move from minimum periods and amplitudes toward the average ones, the hump moves toward the brightness maximum. An even stronger correlation with the pulsation properties is noticeable in the location of the bump. In this case, the bump moves toward the brightness minimum with increasing amplitude and decreasing pulsation period.

In the case of the horizontal coordinate xHUMP and xBUMP we used the RT (phase interval) for comparison. In the case of the xHUMP we see a strong anti-correlation with the RT, with a Pearson correlation coefficient r ≈ −0.97. The ratio of the two parameters clusters around 0.5; thus the hump occurs almost midway between the phases of brightness minimum and maximum. As in the case of the hump, we find a strong correlation between RT and xBUMP for the early shock, with a Pearson correlation coefficient of r ≈−0.89 (for reference see right-hand panels of Fig. 2). Thus, from Fig. 2 and from the aforementioned correlation coefficient we see that the pulsation properties are mainly correlated with the horizontal coordinate xHUMP and xBUMP.

For the studied RR Lyrae stars, we find that the location of the early and main shock on the phased light curves is connected with the pulsation properties of a given star. Although we note that pulsation period, amplitude, and RT are closely correlated; r = −0.68 for the pulsation period and amplitude, r = −0.90 for the amplitude and RT, and r = 0.74 for the pulsation period and RT. Therefore, the connection between the location of the humps and bumps with the pulsation parameters could stem from the correlation between individual pulsation parameters.

thumbnail Fig. 3

P–A diagram for our studied stars with color-coding based on the amplitude of the hump for the individual objects. The insets depict examples of phased light curves for a given region (gray grid) in the P–A diagram indicated by the arrows. The green ellipses approximately denote the location of the hump.

4.2 Relationships between shocks and light curve parameters

In this section, we explore the relationships between the humps and bumps and the light curve properties of RR Lyrae stars. One of the most important diagrams in studies focused on the RR Lyrae stars is the period–amplitude (P–A) diagram, which relies on reddening-free quantities and can be used for example for the separation of RR Lyrae subtypes, identification of Oosterhoff populations, and rough estimates on the metallicity of their host stellar system. Figure 3 shows the P–A diagram with color-coding for the amplitude of the hump. Stars with the most pronounced main shock (hump) are located in the lower part of the P–A diagram. We see a significantly less pronounced hump in the high-amplitude regime. The hump almost disappears at the very low-amplitude end of the P–A diagram. The light curves of these stars do not appear to be affected at all by the main and early shocks (see Fig. 4). The main shock has a negligible effect on the light curves of high-amplitude, short-period (HASP; Fiorentino et al. 2015) RR Lyrae stars. These regions in the diagram are marked by grey grid lines, and the arrows showto which region each of the insets around the P–A diagram belong. The examples of phased light curves were chosen based on the average size of the amplitude of the hump in a given grid region of the P–A diagram.

The situation for the bump in Fig. 4 is different. The effect of the early shock is stronger for stars with an amplitude higher than 0.4 mag in the I band. The HASP RR Lyrae stars, contrary to the case of the main shock, show a pronounced effect of the early shock on the light curve. We see a nearly linear decline of the size of the bump with the decreasing amplitude and increasing pulsation period. A similar linear decrease is also visible if we move toward the HASP stars but variables in this region of the P–A diagram still show a considerable hump size. Bumps among the low-amplitude (around 0.2 mag in I band) RR Lyrae stars have almost no sign of an early shock in their light curves, similarly to the humps in Fig. 3.

In the top panels of Fig. 5 we show the amplitude versus RT dependence with the amplitude of the hump and bump color-coded. In the case of the hump, we see that variables with a pronounced hump (hump amplitude larger than 0.12) concentrate below the average value for the amplitude (0.6 mag). As we move outward from the center, the strength of the main shock decreases. Similarly to the case of the P–A diagram we see that stars with a swift (small RT) or rather slow (high RT) change between minimum and maximum brightness tend to have smaller values for the amplitude of the hump than the stars with average RT. In the case of the bump (the right-hand top panel of Fig. 5) we see a different dependence: stars with apronounced early shock have a small RT, and large amplitude (as shown in the case of the P–A diagram).

The bottom panels of Fig. 5 show φ31 vs. R31 dependencies color-coded according to the strength of the hump (left-hand panels) or bump (right-hand panels). These diagrams can be used to identify modulated fundamental-mode RR Lyrae stars (Prudil & Skarka 2017) or to identify signatures of the two Oosterhoff populations (Prudil et al. 2019b). In the left-hand panel, we see that a large number of stars with a significant hump are concentrated on the tail of the Oosterhoff II locus (cf. top panel of Fig. 4 of Prudil et al. 2019b). In the right-hand panels the situation is different: stars with a pronounced early shock are concentrated in the lower values of φ31. The lower right panel shows that the increasing size of the bump is followed by an increase in R31 and a decrease in φ31. A more detailed analysis of the physical properties (e.g., metallicity, absolute magnitude, and effective temperatures) and association with Oosterhoff populations can be found in Sect. 5. It is important to point out that pulsation period, amplitude, RT, and other light-curve parameters are strongly correlated, and therefore correlations with other parameters are expected as well.

In Table 1 we list the Pearson correlation coefficients, r, between the hump or bump sizes and the pulsation properties of the studied stars. We highlight the strong correlations and anti-correlations between pulsation parameters and shock events. We note that the size of a hump is linked with some of the pulsation properties, namely the phase differences, φ21 and φ31, and I band amplitude. Furthermore, for the amplitude ratios R21 and R31 we observe negligible anti-correlations with the main shock. For the early shock, we observe strong and moderate correlations between the prominence of the bump and most of the pulsation properties. We also notice that in almost all cases we observe an anti-correlation between the sizes of a hump and bump for individual pulsation properties. In cases where we observe a positive correlation with the hump and the pulsation feature, we observe a negative correlation for the bump. We searched for correlations among higher orders of the Fourier amplitude ratios (up to R151) and found that the strongest correlations with the main shock are for R61, R131, and R141, while the early shock is more correlated with lower orders – R21, R31. To summarize, several of the pulsation properties of the studied RR Lyrae stars seem to be closely connected with the shock effects on the phased light curves. We note that, in the available light curves, we do not see other shock events (e.g., a jump, or lump; Chadid et al. 2014), but in a handful of cases we notice a feature before the bump that can be ascribed to the post-maximum shock wave or rump (Chadid et al. 2014).

The link between the pulsation parameters and the sizes of the hump and bump is also visible in Fig. 6, where we compare the sizes of the humps and bumps in our RR Lyrae sample. We see that stars with the highest amplitudes (brighter points) and shortest periods (smaller points) have an average-size early shock and almost no main shock feature in their phased light curves. On the other hand, we see that the majority of the stars with the lowest amplitudes (below 0.2 mag) show very little signs of either of the shocks. Unlike for short-period RR Lyrae stars, the pronounced main shock seems to be concentrated among the average- and long-period RR Lyrae variables.

thumbnail Fig. 4

Similar to Fig. 3 but the color-coding of the individual points is based on the amplitude of the bump, and the green ellipses approximately denote the location of the bump.

thumbnail Fig. 5

RT vs. pulsation amplitude (top panels) and φ31 vs. R31 (bottom panels), color-coded with respect to the size of the amplitude of the shock event.

Table 1

Pearson coefficients r between various pulsation properties and effect of the main and early shock on the phase curves.

5 Shocksin the color–magnitude diagram

This sectionis focused on the connection between the sizes of the main and early shocks and the general properties of the studied stars from Prudil et al. (2019b), namely metallicities, Oosterhoff associations, color indices, and dereddened magnitudes.

For the purpose of this study, we used the Oosterhoff identification provided by Prudil et al. (2019b); from our studied RR Lyrae sample, 1101 objects are associated with the Oosterhoff group I (Oo I) and 384 belong to the Oosterhoff group II (Oo II). We searched for differences in the appearance of humps and bumps in the two Oo populations. We noticed that the size of the main shock is the same within the errors for both Oosterhoff groups. For the Oo II group the median value of the amplitude of the hump is equal to (12 ± 5) × 10−2, and for the Oo I population its value is (10 ± 5) × 10−2. The medianvalue for the amplitude of the bump is again similar for both Oo types, (6 ± 1) × 10−2 (Oo I stars) and (5 ± 2) × 10−2 (Oo II stars), which is in agreement with the population effect of the Oosterhoff dichotomy as suggested by Fabrizio et al. (2019).

The color-magnitude diagram (CMD), especially the fundamental mode instability strip (IS) of the studied stars (Fig. 7) shows very interesting features. Stars with a strong hump are concentrated on the cooler side of the IS, and as we move toward the blue edge of the IS, the hump becomes less pronounced and almost vanishes around (IK)0$\left(I{-}K\right)_{0} \approx$ 0.55 mag. Stars that we find close to the blue edge of the fundamental-mode IS are stars with high amplitudes and short pulsation periods (see P–A diagram in Fig. 4). We note that we find stars with very little sign of the hump at the red edge of the IS, but these are scarce. For the bump, the situation is almost the opposite, we see stars with a pronounced bump in the blue and central part of the IS. As we move toward the fundamental red edge, the effect of the bump on the phased light curve decreases, and almost vanishes once we cross (IK)0$\left(I{-}K\right)_{0} \approx$ 0.7 mag. This correlation between the position in the CMD and the shocks is most likely not connected with the metallicity, since we detect no correlation between [Fe/H] and the shocks (r = −0.05 for humps and r = −0.08 for bumps, respectively, see Fig. 8), but appears to be connected with the pulsation periods (for correlation coeficients see Table 1). In the CMDs we noticed a smooth gradient of the bump strength, unlike in the case of the hump. This is most likely due to the higher intrinsic scatter of the hump properties, and stars that have a pronounced hump (e.g., 0.14 and higher) are much less numerous than stars that have a pronounced bump (e.g., 0.05 and higher), that is, by at least a factor of two. We simply do not have many stars with amplitudes around 0.45 mag and periods of 0.7 days (where the hump is large), but we see a relative abundance of stars with amplitudes around 0.55 mag and periods around 0.55 days (where the bump is large).

In addition, the strong correlation between colors and amplitudes suggests that we are seeing the combination of these effects in the CMD. The horizontal axis of the CMDs in Fig. 7 is based on the period metallicity luminosity relations (Catelan et al. 2004; Muraveva et al. 2018); furthermore, the same relations were used to estimate extinction in the direction of the studied stars. Therefore, these assumptions enter into our analysis and the general properties from the P–A diagram transfer into the CMD distribution of the RR Lyrae stars.

We note that the lines in Fig. 7 (blue and red) depicting the boundaries of the IS for the fundamental mode pulsators were calculated using linear pulsation models from Smolec & Moskalik (2008) with a mixture of heavy elements based on Asplund et al. (2009) and OPAL opacities (Iglesias & Rogers 1996). We used the same grid of physical parameters as in Prudil et al. (2019b).

thumbnail Fig. 6

Size distribution of main and early shocks. The color-coding and point size are based on the amplitude and pulsation period of the individual objects as shown in the legend.

5.1 The period change rate

In the left panel of Fig. 7 we see that some stars without an observable hump are present close to the red edge of the IS, which is a region where we also find stars with a rather pronounced hump (0.5–0.7 mag range on the horizontal axes). To gain further insight into this phenomenon, we investigated whether the prominence of the hump and bump features may be connected with the direction of the evolution of the star in the CMD. At least in principle, one may assess the evolutionary direction of a pulsating star by means of the secular rate of change of its period, a phenomenon that is caused bythe slow change in the star’s mean density as it crosses the IS. In general, an RR Lyrae star that crosses the IS on its way to the asymptotic giant branch (i.e., redwards) is expected to show a positive period change rate and vice versa for those evolving away from the zero-age horizontal branch (ZAHB) in the blueward direction.

In order to explore the possible connection between shocks in RR Lyrae atmospheres and their evolutionary status, we used the data from previous releases of the OGLE survey of the Galactic bulge (Udalski et al. 1994, 1995a,b, 1996, 1997; Soszyński et al. 2011, 2014). The OGLE photometry spans up to 25 yr for some objects, which provides a more or less sufficient baseline to study changes in the pulsation period. Some of our sample stars were not observed during the previous phases of the OGLE survey, and therefore they have a substantially smaller baseline (≈ 7 yr), and we omitted them from the subsequent analysis (46 objects).

For the purpose of constructing the O–C diagrams (observed minus calculated) for the studied RR Lyrae stars, we used the whole light curves using the method proposed by Hertzsprung (1919), where we create a phased light curve template that we use to estimate the phase shift between individual observational seasons. We binned the available photometry based on the observational seasons (color-coding in the bottom panel of Fig. 9). For each subsample, we phased the photometric data using the pulsation ephemerides from the OGLE-III data release. Each phased subsample was then fitted with a light-curve template. The shift in phase of the brightness maximum was estimated and multiplied by the pulsation period in order to get the O–C value (depicted in the top panel of Fig. 9 with respect to the time span).

The O–C diagrams of RR Lyrae stars can show various trends. The most common ones are a linear trend across the epochs (inaccurate ephemerides) or a parabolic trend that suggests a change in the pulsation period. To estimate possible changes in the pulsation periods, the data in the O–C diagram are fitted with the following quadratic equation: OC=a0+a1E+a2E2,\begin{equation*} \textrm{O}{-}\textrm{C} = a_{0} + a_{1}\cdot E + a_{2}\cdot E^{2}, \end{equation*}(2)

where an are coefficients of the polynomial function of degree n, and E is the number of epochs that elapsed from M0 (in our case M0 corresponds to an initial time of maximum brightness from the OGLE-III survey). The period change rate β is calculated using: β=2a2P.\begin{equation*} \beta = \frac{2 \cdot a_{2}}{P}. \end{equation*}(3)

Not all of the stars from our sample undergo a period change; some have simply incorrectly determined ephemerides. In order to separate stars with changing pulsation periods from those with constant periods, we employed the same criterion as used by Jurcsik et al. (2001): |a2|/σa2>2.\begin{equation*} \left | a_{2} \right | / \sigma_{a_{2}} > 2. \end{equation*}(4)

Stars that fulfill this condition were considered as pulsators undergoing an increase or decrease in their pulsation period. We detected changes in the pulsation period for 956 stars from our sample. It is important to add that the use of the period-change rate as an evolutionary clock for RR Lyrae stars is hampered by the period change noise (for more details see Sect. 5.2).

In Fig. 10 we show the dependencies of the period change rate on the strength of humps (top panel) and bumps (bottom panel) and their color, (I1Ks)0$\left(I{-1}K_{s}\right)_{0}$. In both panels we see that the majority of the stars cluster inside the ±0.5 d Myr−1 range and approximately 10% of the stars have a higher period change rate β, of which 66% show an increase in pulsation periods (similar to the previous studies of period changes in RR Lyrae stars; e.g., Le Borgne et al. 2007; Kunder et al. 2011). We do not observe any differences in β in stars close to the red edge of the IS with different shock sizes. What we see in general, especially in the bottom panel, is that stars located near the red edge of the IS have, on average, a larger β in comparison with stars in the middle or close to the blue edge of the IS. Stars with large positive β in the red part of the IS are probably leaving the IS (marked with a dashed blue rectangle in Fig. 10), while stars with large negative β are probably just arriving at the IS and ZAHB (Silva Aguirre et al. 2008) or are undergoing sudden structural instabilities before leaving the IS (e.g., Sweigart & Renzini 1979; Koopmann et al. 1994). We do not observe any relation between the period change rate and the strength of the hump or bump with respect to the position of a given star in the IS.

In Appendix A we includ the first lines of a table from our dataset. The table contains the photometric properties of the studied stars, their metallicities determined on the basis of the photometric data, information about the measured shock sizes, the stars’ association with the Oosterhoff groups, and the period change rate. The table in full is included in the supplementary material.

thumbnail Fig. 7

Color–magnitude diagram for the studied stars with color-coding representing the strength of the hump (left-hand panel) and bump (right-hand panel). The edges of the fundamental-mode IS are marked with blue and red solid lines that were calculated using the linear pulsation models from Smolec & Moskalik (2008). The median of the errors on color and mean magnitude are depicted with black lines in the bottom-right corner of each panel.

thumbnail Fig. 8

Photometric metallicity [Fe/H] is shown as a function of the hump (top panel) and bump (bottom panel) strength for all studied RR Lyrae stars.

thumbnail Fig. 9

Example of an O–C diagram for one of the stars from our sample (top panel) with all available photometry in the bottom panel. The photometry in the bottom panel is color-coded based on the data bins for the construction of the O–C diagram.

thumbnail Fig. 10

Period change rate β is shown as a function of the size of the amplitude of the hump (top panel) and bump (bottom panel). The color coding is based on the color (IKs)0$\left(I{-}K_{s}\right)_{0}$. The two blue dashed rectangles in both panels mark the positions of two groups that lie close to the red edge of the IS.

5.2 Note on the period change rate with respect to the Oosterhoff groups

One of the possible explanations of the Oosterhoff dichotomy is the hysteresis mechanism, which suggests that Oo I stars evolve from the red edge toward the blue edge of the IS while Oo II stars evolve in the opposite direction (van Albada & Baker 1973). This hypothesis has been tested by Kunder et al. (2011) for example, who calculated the period change rate for RR Lyrae stars in IC 4499 and found no correlation between β and the Oosterhoff population. In general, we observe a positive period change rate among RR Lyrae stars in various globular clusters. Therefore, we used our large sample to test this hypothesis based on the determined period change rates and association with the Oosterhoff groups for individual pulsators. We found that 59% of the stars from our sample exhibit a positive period change, which is in agreement with the observations of MW globular clusters; see Fig. 15 in Catelan (2009) or Fig. 6.16 in Catelan & Smith (2015). Both Oosterhoff groups exhibit, on average, a positive period change rate: 0.02 d Myr−1 and 0.16 d Myr−1 for Oosterhoff I and Oosterhoff II, respectively. We find that 68% of the Oo II and 55% of the Oo I RR Lyrae stars have a positive period change rate. In addition, the vast majority of stars with significant period change rates (positive and negative) are associated with the Oo II group and are located close to the red edge of the IS.

We note that the findings above can be affected by the presence of peculiar period changes (period change noise) with respect to the theoretical predictions. For RR Lyrae stars with the largest observed period change rates, deviations with respect to theoretical predictions can reach up to an order of magnitude or more (see also Jurcsik et al. 2012). Furthermore, some RR Lyrae undergo large, sudden changes in their pulsation periods, the latter sometimes increasing but others decreasing (see, e.g., Catelan & Smith 2015), and there is at least one known case of a double-mode RR Lyrae star (V53 in M15) whose fundamental and first overtone components have period change rates of different signs (Paparo et al. 1998). There have been several attempts to explain the presence of period change noise, invoking for example large mass-loss episodes (Laskarides 1974), discrete mixing events (Sweigart & Renzini 1979), and the difference in the helium composition below the convective zone (Cox 1998). Considering the time-span of our sample, some of the studied stars may be affected by the aforementioned abrupt changes in pulsation periods and affect the overall conclusions.

6 Summary and conclusions

In this paper, we provide the most extensive study of the effects of the main and early shock on the light curves of RR Lyrae stars. We used photometric data from the fourth data release of the OGLE Galactic bulge survey for fundamental mode RR Lyrae variables. We selected only nonmodulated variables with abundant and good-quality photometry studied in Prudil et al. (2019b). In the end, we analyzed 1485 RR Lyrae stars and estimated the location and size of the humps and bumps in the phased light curves.

We found that the positions of the humps and bumps in the phased light curves are related to the pulsation properties (pulsation period, amplitude, RT) of the studied stars. Main and early shocks are most pronounced in different regions of the P–A diagram. Stars with a pronounced hump are centered around average and below-average amplitudes at longer pulsation periods. As we move toward variables with relatively low or high amplitudes, the main shock weakens and eventually disappears from the phased lightcurves, especially for HASP variables (Fiorentino et al. 2015). The pulsators with a pronounced early shock are, on the other hand, located in the high-amplitude regime. With decreasing amplitude, the effect of the bump declines. Overall, the bump size seems to strongly correlate with the amplitude ratios of the studied stars.

The CMD of the studied stars revealed a dichotomy between stars with and without strong shock features. This dichotomy is probably caused by the correlation between pulsation periods and amplitudes with colors and dereddened magnitudes, which are based on period–metallicity–luminosity relations. Further examination using the photometry from the TESS and Kepler space telescopes in combination with Gaia parallaxes could shed some light on the structure of the IS based on the humps and bumps.

Several of our studied stars stand out in the CMD, with their weak shock feature while being located in a region with a rather pronounced hump or bump. In order to investigate their evolutionary status, we calculated the period change rate β from constructed O–C diagrams. We found that the majority of the stars clump around period change rates of ±0.5 d Myr−1 and only 10% of the stars exceed this period change rate (which is in agreement with previous studies of the period-change rate, e.g., Le Borgne et al. 2007; Kunder et al. 2011; Jurcsik et al. 2012). We do not observe a difference in period change rate among starswith different strengths of the main and early shock. In general, the majority of the analyzed stars show positive β, which is especially evident close to the red edge of the IS, where stars that are most likely leaving the IS are expected.

This is also reflected in the period change rate among the two Oosterhoff groups in our sample. In the Oosterhoff population II, 68% of the stars have a positive period change, while in Oosterhoff group I, 55% exhibit a period increase. This suggests that stars of Oosterhoff group I are located close to the ZAHB, while Oosterhoff population II variables have already left the ZAHB and are moving toward the red side of the instability strip (a similar effect was also observed in M3 by Jurcsik et al. 2012). A dedicated spectroscopic survey in parallel with precise photometry optimized for shocks and their effects over a large spectral range should provide greater insight into this phenomenon.

Acknowledgements

Z.P. acknowledges the support of the Hector Fellow Academy. R.S. was supported by the National Science Center, Poland, grant agreement DEC-2015/17/B/ST9/03421. I.D. and E.K.G were supported by Sonderforschungsbereich SFB 881 “The Milky Way System” (subprojects A02, A03, A11) of the German Research Foundation (DFG). Support for M.C. is provided by Fondecyt through grant #1171273; the Ministry for the Economy, Development, and Tourism’s Millennium Science Initiative through grant IC 120009, awarded to the Millennium Institute of Astrophysics (MAS), and by Proyecto Basal AFB-170002.

Appendix A Table with calculated properties of studied RR Lyrae stars

Table A.1

Photometric and shock properties of the studied RR Lyrae stars.

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1

Stars brighter than 16.5 mag in the I-band have mean photometric errors below 0.01 mag in OGLE-IV.

2

The cut out region was based on the center of the hump and bump (xHUMP,yHUMP,xBUMP,yBUMP)$\left( x_{\textrm{HUMP}}, y_{\textrm{HUMP}}, x_{\textrm{BUMP}}, y_{\textrm{BUMP}} \right)$ fulfilling the following criteria: x ± 0.075 and y ± 0.15.

All Tables

Table 1

Pearson coefficients r between various pulsation properties and effect of the main and early shock on the phase curves.

Table A.1

Photometric and shock properties of the studied RR Lyrae stars.

All Figures

thumbnail Fig. 1

Visual description of the analysis of the hump (top panels) and bump (bottom panels) features in one of the sample stars. Left panels: phased light curve of a selected star with I-band photometric data represented with blue dots. The red ellipse denotes the shock features: hump (top left panel) and bump (bottom left panel). The red dots denote the removed portions of the phased light curve. Middle panels: model light curve described by a high-order Fourier (n = 35 in thelegend of the panels) fit as given by Eq. (1) (blue solid line). The dashed red line in the top middle panel represents a low-order Fourier fit (n = 5 in the legend of the panel) to the phased light curve with the hump region removed (i.e., the section of the light curve encompassed by the red ellipse), and the inset in the same panel shows the difference between the high- and low-order fits. Bottom middle panel: linear fit (red dashed line) for the area around the bump, and the inset shows the difference between thefit of a high-order Fourier series and the linear fit in the vicinity of the bump. Right-hand panels: result of subtracting the linear fits from the Fourier models (red dots), as fitted with a Gaussian (blue solid line).

In the text
thumbnail Fig. 2

Relations between the coordinates of the centers for the main and early shock features in the phased light curves. Top panels: xHUMP vs. yHUMP. Bottom panels: same dependence but for the bump: xBUMP vs. yBUMP. The color-coding is based on the pulsation period (left-hand panels), total amplitude (middle panels), and RT (right-hand panels) of the individual stars.

In the text
thumbnail Fig. 3

P–A diagram for our studied stars with color-coding based on the amplitude of the hump for the individual objects. The insets depict examples of phased light curves for a given region (gray grid) in the P–A diagram indicated by the arrows. The green ellipses approximately denote the location of the hump.

In the text
thumbnail Fig. 4

Similar to Fig. 3 but the color-coding of the individual points is based on the amplitude of the bump, and the green ellipses approximately denote the location of the bump.

In the text
thumbnail Fig. 5

RT vs. pulsation amplitude (top panels) and φ31 vs. R31 (bottom panels), color-coded with respect to the size of the amplitude of the shock event.

In the text
thumbnail Fig. 6

Size distribution of main and early shocks. The color-coding and point size are based on the amplitude and pulsation period of the individual objects as shown in the legend.

In the text
thumbnail Fig. 7

Color–magnitude diagram for the studied stars with color-coding representing the strength of the hump (left-hand panel) and bump (right-hand panel). The edges of the fundamental-mode IS are marked with blue and red solid lines that were calculated using the linear pulsation models from Smolec & Moskalik (2008). The median of the errors on color and mean magnitude are depicted with black lines in the bottom-right corner of each panel.

In the text
thumbnail Fig. 8

Photometric metallicity [Fe/H] is shown as a function of the hump (top panel) and bump (bottom panel) strength for all studied RR Lyrae stars.

In the text
thumbnail Fig. 9

Example of an O–C diagram for one of the stars from our sample (top panel) with all available photometry in the bottom panel. The photometry in the bottom panel is color-coded based on the data bins for the construction of the O–C diagram.

In the text
thumbnail Fig. 10

Period change rate β is shown as a function of the size of the amplitude of the hump (top panel) and bump (bottom panel). The color coding is based on the color (IKs)0$\left(I{-}K_{s}\right)_{0}$. The two blue dashed rectangles in both panels mark the positions of two groups that lie close to the red edge of the IS.

In the text

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