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J
Observational Requirements for
Identification of Extrasolar-system Planets
OBSERVATIONAL HISTORY
The observational search for extrasolar-system planets is rooted in
studies of binary and multiple-star systems in the solar neighborhood.
Knowledge of the stellar mass distribution in these systems, especially
in the large preponderance (>50 percent) of binary stellar systems, is
important to the theory of star formation. Many of the companion stars
are unseen and can be detected only indirectly by measurement of stellar
reflex motion.
Traditionally, astrometric measurements of the motion of nearby stars
have been based on data recorded in plate collections spanning several
decades. Studies of this nature have produced reports of purported
planetary-mass companions to nearby stars, the most famous example be-
ing Barnard's star. One interpretation of the astrometric measurements
for this nearby stellar system (the second closest to the Sun) proposes the
existence of two sub-Jupiter-mass planets with periods of 12 and 20 yr; this
interpretation, however, has been questioned on the basis of independent
observations. Based on astrometric data a substellar-mass companion, VB
8B, was also proposed for Van Biesbroeck 8 and, as noted in Chapter 4,
a putative substellar object was reported to have been detected directly by
speckle interferometry but was not found in subsequent infrared imaging.
Moreover the astrometric data that initially suggested the presence of a
44
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45
substellar-mass companion to VB 8 are now being questioned by later
photoelectric astrometric measurements.
Recent studies on precision radial velocity measurements suggest the
possible existence of orbiting bodies around a small number of nearby stars,
one of which fly Cephei by is inferred to have a mass perhaps as small as
that of Jupiter. These detections have yet to be confirmed. Although, as
noted earlier, the data for HD114762b are promising, and Gliese 569B,
GD 165B, and the very recently announced Gurus objects appear to
be viable candidates, at present there is no conclusive evidence from
any observational technique for even a single star with a substellar-mass
companion, and there is considerably more uncertainty regarding current
claims of discovery of planeta~y-mass bodies. It is with this background in
mind that the committee examines the observational requirements for an
ext;rasolar-system planet search.
The scientific value of searches for new planets lies in knowing the
statistics of their occurrence and their locations as a basis for continuing
physical studies. These benefits decline with uncertainty about mass; that
is, with ambiguity as to whether the orbiting object is, in fact, a planet.
The benefits increase in proportion to the proximity of the discovered sys-
tem, which translates into greater accessibility for further research. Beyond
proving the "existence theorem" by discovery of planets, each potential
search technique provides some physical information about the discovered
objects more or less enmeshed with ancillary assumptions required for
interpretation. In the next section, the committee discusses possible ap-
proaches to direct detection of substellar- and planetary-mass companions.
DIRECT DETECTION
Any direct~etection system consists of a telescope coupled to ancil-
lary instrumentation that analyzes and records the collected radiation. The
efficiency with which a telescope performs its functions of gathering, re-
laying, and focusing radiation is crucial because of the very low intrinsic
brightness of extrasolar planetary material The committee considers for
illustration the challenge of observing Jupiter from a nearby star, using
two space-borne telescopes in NASAs astrophysics program: the Hubble
Space Telescope (MST) and the proposed Space Infrared Telescope Facility
(SIRIT;). The committee also considers the limitations on direct detection
of a Jupiter-size planet in orbit about another star. Jupiter is selected for
this analysis because its brightness and relatively large distance from the
Sun optimize the chances of direct imaging.
The HST and SIRTF are satellite observatories designed to have
diffraction-limited optical quality. HST has a 2.4m aperture and a comple-
ment of cameras and spectrographs for recording the ultraviolet and visible
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46
light typical generated by stars. SIRTF is expected to have a 0.85-m
aperture and to operate in the infrared from 2 to several hundred microns.
Dust, rocks, or planets gravitationally bound to a star and warmed by its
radiation would emit thermal radiation in SIRTFs spectral range. Indeed,
the dominant noise background for most SIRTE: observations would come
from solar system zodiacal dust through which the telescope must view
astronomical targets in deeper space. In principle, a "Jupiter" might be di-
rectly detected by either HST or SIRTF, in reflected starlight or in emitted
thermal radiation, respectively.
The dominant noise for such detections arises from the portion of the
stellar image that overlies the nonstellar signal. The stellar background
at any angular distance from the center of the telescopic image of the
star is determined by the diffraction pattern of the telescope pupil and
by scattering from the telescope optics. 'There is a strong wavelength
dependence for both the diffraction image and the energy distributions of
the star and the planet.
These points are illustrated by the following analysis. There are no
stars closer to the Sun than 1 parsec, but there are several hundred within
about 10 parsecs. For realism the committee considers the problem of
detecting Jupiter in our solar system from an intermediate distance of 5
parsecs. At its greatest elongation from the star, the apparent angular
distance to the planet would be 1 arcsec, and its flux at 0.25 I'm wavelength
about 10-9 tunes that from the star. At 20 ~m, where Jupiter's thermal
emission peaks, the flux ratio is 10-5. Jupiter's 10-5 to 10-9 contribution
to the bulk light would be undetectable as an incremental light intensity
and thus rules out detection without spatial discnmination.
Consider the limitation on spatial resolution imposed by the optical
properties of the telescope. For diffraction-limited optics, the dominant
component of the HST and SIRTF point-spread functions the telescopic
unage of an unresolved astronomical source is an Airy diffraction pattern
with the first dark ring at radius 0.026 arcsec for HST at 0.25 Em wavelength,
and at 5.9 arcsec for SIRTF at 20 ~m. In the latter case there is no hope
of distinguishing Jupiter's image because its separation from the Sun is
much smaller than the image size. In the future, direct detection of planets
in the infrared, making use of the more favorable contrast than at visible
wavelengths, may be possible using interferometric techniques. Moreover
one should also note that Jupiter radiates more energy than it absorbs from
the Sun (as do Saturn and Neptune as well), and a Jupiter-like object could
be observably self-luminous in the infrared if it were located >5 AU from
a Sun-like primary. Assessments of detectability become considerably more
complex than that given here when this property is included, but potential
observability at large orbital distances clearly increases, and searches for
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47
companions In the mass range of the giant solar system planets are planned
to be a major scientific component of the SIRTF observing program.
For HST the image lies at 40 times the Airy radius on the wing of
the stellar image profile. The ratio of planetary to stellar flux lying within
an Airy radius centered at Jupiter's position is approximately 10-5. (Allis
ratio vanes as the third power of the ratio of telescope aperture size to
wavelength.) The 10-5 contrast ratio would pose an impossible obse~g
challenge for HST. The only HSI instrument with any imaginable potential
for adequately sampling the point-spread function at 0.25 I'm wavelength
is the faint object camera FOCI. However, that instrument is limited
to a low count rate by virtue of real-time photoelectron counting, and
from a practical viewpoint the accumulation of the 10~° photoelectrons per
resolution element required to achieve a 105 signal-to-noise ratio would be
impossible.
While a hypothetical planet could not be made substantially larger or
more reflective than Jupiter and remain a planet, it could gain contrast
against diffracted starlight if it were at a larger distance from the star. The
stellar diffraction pattern falls off as the inverse third power of the angular
separation, whereas the planet brightness will Daly as the inverse square of
this same quantity. However, long before the 10-5 ratio of disadvantage
could be recouped, the planet's flux would fall below the detection limit of
HST for a point source.
Apodization is a technique that in principle can enhance contrast
for planetary detection by suppressing the wings of the stellar diffraction
pattern. This normally involves masks on the first telescope focal plane
and on a reimaged pupil. The first telescope focal plane is reimaged onto
the detector. The apodization benefit is countered by any light scattering
due to residual roughness or dust on the telescope optics. This light is
not localized on the reimaged pupil; it passes the mask and forms the
image wings after the pupil diffraction has been suppressed. HST has an
anodization capability in the FOC, but the benefit of this feature is expected
to be quite limited Hog to light scattering by the residual roughness of
the Hers primary and secondary mirrors
The committee concludes that if our solar system were to be observed
by a HST or SIRTF at a nearby star, Jupiter would not be directly detected.
This does not preclude any attempt to utilize Hers potential advantage in
spatial resolution over ground-based telescopes in a well-structured search
for companions to a selected sample of stars in the solar neighborhood.
Technical improvements in direct-imaging capabilities are likely in the next
generation of space-borne telescopes and are discussed briefly later in this
chapter (under the heading Future Observing Systems). For the present,
however, only the ind~rect~etection methods discussed in the following
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48
section are capable of exhaustive and sensitive searches leading to valid
statistical conclusions.
INDIRECT DETECTION
Since direct-detection instruments and techniques available now or
probable in the near future appear to have limited potential for suney-
ing a statistically significant population of stars, and for identifying orbiting
planetary-mass objects if they exist, the three technical approaches discussed
below rely on indirect planetary effects on stellar light. These include (1)
image displacement due to reflex motion (astrometry), (2) Fraunhofer spec-
tn~m Doppler shift due to reflex motion (Doppler spectroscopy3, and (3)
modulation due to partial occultation of the star by the planet (photom-
et~y). In each case the amplitude and timing of an effect depend on the
planetary mass Me and the orbit size, given the stellar mass M*, which can
usually be determined from its spectral type and luminosity. The period,
P. directly yields the sem~major awns, a, of the planetary orbit:
a _ (`M,,,. + Mpyl/3p2/3
where P is in years, a is in astronomical units and M. and Ma are in units
of Me = 1 solar mass.
Figure 5.1 shows the estimated mass distn~ution for observed main-
sequence stars in the solar neighborhood. The median mass is about 0.3
M, with a 90 percent a pnori probability that the mass lies between
0.1 and 0.8 Me. The turndown below 0.2 Me may be a selection effect
since such stars are very difficult to detect due to their faintness, but the
distribution is valid for the current application. The population median 0.3
Me is chosen as a typical stellar mass for the calculations below.
In order to deal with a sample of a few hundred stars, a typical distance
of 10 parsecs is assumed in the numerical examples mat follow. For the
baseline analysis, the observable effect of a single planet in a circular orbit
is computed, treating Mu and a or P as free parameters. Orbital periods
for planets at distances of 5 to 20 AU from a 0.3-M star are 20 to 160 yr.
In reflex response to a planet in circular orbit, a star will execute syn-
chronized, coplanar circular motion of radius aMpM* ~ about the barycen-
ter. On the plane of Me sky, the apparent stellar motion that can be
detected by astrometric methods will be an ellipse of (angular) semimajor
axis
x=aMpM* r
where r is the distance to the star. If ~ is in parsecs and a is in astronomical
units, then x is in arcseconds. Only the eccentricity of the apparent ellipse,
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49
0.15
cam 0.10
-
_
z
~ O
_
0.05
O
0.05
,. it.
i
i
l
l
M/M<,
0.1 0.2 0.3 0.5
.
3.0 5.0 40.0
1 1 1 1 1 1 ~
1D 2.0
-
·
1 - - ___ .
iM,.~
I Minimum
I Stellor
~ Ma ss—0.08 Mo
.
:
~2
_
I_.
~___7
8.
. ,
Median
~Q2SM~, ~ .6
_
Hi
MASS DISTRI8UTIObI OF MAIN
SEQUENCE STARS NEAR THE SUN
Tatol number of stars: 0.12pc-3
_
4
l ~
-
l l l l
-1.0 -0.5 0.0
log ( M/Mo)
0.5 i.0
FIGURE 5.1 The mass distribution of main-sequence stars in the solar neighborhood.
Ike dashed line represents a smoothed compilation of data from several sources by Miller
and Scalo (~1979] Astrophys. ~ SuppL So: 41, 513), while the solid line is based on the
more recent star counts of Heeled et al. (~19~33] LOU Colloquium No. 76~. I-he ordinate is
the number of stars per cubic parsec, per interval of log (M/M<~; the overall space density
for both distributions is 0.12 stars parsec~3. Also indicated are the median mass (0.25 to
0.30 Meg and the corresponding absolute visual magnitude, Mv. The turnover in the mass
distribution below ~0.2 M<3 (My = 133 is believed to be real, but the true number of
very-low-mass stem is probably underestimated because of incompleteness in the available
star catalogs.
and not the amplitude a, depends on the angle between the orbit pole and
the line of sight.
For a nominal Jupiter at a distance of 10 parsecs, orbiting a 0.3-M
star with a semimajor axis of 5 AU, ~ = 1.7 milliarcsec. For a nominal
Uranus orbiting the same star at 1 AU, the apparent displacement would
be only ~15 microarcsec. This orbital displacement must be distinguished
from the displacement due to stellar proper motion, which for a velocity of
10 lan s~ ~ relative to the Sun amounts to 0.2 arcsec yr~ i. This suggests that
a successful astrometric detection, even for Jupiter, requires observations
over a period of time comparable with the orbital period. In any case, a
determination of the orbital period combined with an estimate for M* from
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so
the spectral type of the star is needed to estimate a, and hence to permit
determination of Mp.
Ground-based astrometIy using photographic plates achieves a typical
accuracy of 100 milliarcsec in determining the relative positions (sepa-
rations) of stars. Using photoelectric techniques at ground-based tele-
scopes, current studies indicate that a few-milliarcsecond accuracy appears
possible—which is remarkably good, considering that the center of a typical
ground-based "seeing" image (1 to 3 arcsec3 must be determined to 1 part
per 1000 in the process. HST is expected to be able to make astrometnc
measurements using its fine guidance sensors Weiss) with about this same
relative accuracy.
The reflex motion of a star in response to an orbiting planet also
results in a periodic Doppler shift in stellar spectral features of amplitude
AA/A = (V/c) sin i, where ~ is the wavelength, c is the speed of light, i is
the angle between the orbit pole and the line of sight, and V is the stellar
orbital speed. With G representing the gravitational constant,
V = G-~12Mp(M*ay-~/2—~~ `, ` 11, \-~/21~ ^-
—oUlV1pL1V1*"J ala
where masses are in M<3 and a is in astronomical units. By identifying and
accounting for all extraneous contributions to the line-of-sight motion, it is
possible to identify small residual shifts having periodic variation indicative
of an orbiting mass. Once again, knowledge of P and M* would yield the
value of the semimajor axis, a. The planetary mass could also be determined
if sin i were known, but Doppler spectroscopy cannot determine it The
average value of sin i is 0.79 for randomly oriented orbits, and this value is
used here to determine the sensitivity of Doppler spectroscopy for exploring
the domains of a and Mp.
For a nominal Jupiter orbiting a 0.3-M star with a semimajor ems
of 5 AU, V = 24 m s~i, and for a nominal Uranus at 1 AU, V = 2 m
sol. Again, this periodically varying orbital signature must be distinguished
against a background of a typical stellar radial velocity of 10 km s~i,
and the broadening of spectral lines due to stellar rotation (of the order
of 1 hen s~i for a solar-type star) and a host of systematic instrumental
shifts. Additional complications may arise from stellar convection and
inhomogeneities in brightness across the stellar disk as, for example, in
solar flares.
By careful application of Doppler spectroscopic techniques using con-
ventional coude or echelle spectrographs, it is possible to achieve ~10 m
s~i accuracy in the line-of-sight motion. At a Apical resolving power of
A)/A = 5 x 104, this implies dividing and determining the centroid of a
spectral line to about 1 part in 103. Measurements with an accuracy of this
order have been reported, but this is currently restricted to observations
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51
of bright stars and requires that systematic error sources be very carefully
controlled.
In principle, it is possible to search for planets by photometrically
monitoring the light from stars, looldng for decreases due to partial occul-
tatio~ dung the p~net's transit ~ front of the stellar disk. Me effect
is small and difficult to observe. For a nominal Jupiter orbiting a 0.3-M
star at 5 AU, a dip in signal amplitude of ~7 percent would be observed
for a duration of ~20 hours for a diametric transit (which would occur
once every 20 yr). The amplitude of the signal drop scales appro~nmatet,r
as Rp 2M* -i 6, where Rat is the planet radius in Jupiter radii, and the
duration scales as M* 0 3ai/2 (=e Appends A). A clear ident~cadon by
this technique appears unliked.
EVALUATION OF PROPOSED INDIRECT TECHNIQUES
In this section, with the assistance of briefings by researchers expert in
the principal search techniques discussed above, the committee evaluates
the expected applicability of proposed and present instrumentation to the
search for extrasolar planets.
Astrometric Telescope Facility
The committee has reviewed proposed plans for an astrometric tele-
scope facility (ATF) on the Space Station that would take advantage of
the smaller and more stable images available outside the atmosphere. The
design of I~ accuracy for ATE is 10-5 arcsec an extraordinary goal,
considering that it represents about 1 percent of the Sun's angular size sub-
tended at 10 parsecs. Although current studies indicate that this accuracy is
technically approachable, uncertainty about possible systematic errors due
to offsetting of the stellar light centroid by star spots represents a potential
lien against achieving the design goal of 10-5 arcsec.
To investigate the planetary domains accessible to an astrometric
search, the committee considers the interpretation of a detected 3 dis-
placement by an ATF-like facility, that is, the discovery of a stellar ellipse
of amplitude x = 3 x 10-5 arcsec. It is assumed that detection is made
during a program of observations of several hundred nearby stars, implying
an inventory out to at least 10 parsecs or so. Me actual distance to
any particular star surveyed would be accurately determined by its annual
parallactic motion of amplitude ~10-2 arcsec.) Adopting r = 10 parsecs,
and recalling that a is determined from P given M* from the spectral type,
the planet mass is also determined uniquely from the obseIved amplitude
x
.
Figure 5.2 shows the locus on the (a, Mp) plane Ending to a
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52
-2
-
~ -4
-
o
5
-6
''1
1
-3 -2
log (a /1 AU )
o
1
FIGURE 5.2 Me discovery space for propped astrometuc and Doppler spectroscopic
planetary search programs The zone of detectability for a typical 0.3-M<3 star is unshaded.
For astrometric searches, a 3~ detection is assumed at ~ distance of 10 parsecs, with ~ =
10-S arcsec. Corresponding limits for an improved ground-based astrometnc search (a =
10-3 arcsec) are also shown. For Doppler searches, a 3cr detection is assumed with an
average value of sin i = 0.79 and a = 10 m s 1. Dashed lines show the same detection
limits for planets around a 1-M star. Also shown are minimum and maximum values of
the semimajor axis, set By the stellar radius and an orbital period of 20 yr, respectively.
marginally detectable (3~) displacement for stars of 0.3 and 1 ME >, bounding
the region of astrometrically detectable planets. It can be seen that both
Jupiter and Saturn would be readily detected at a distance of 10 parsecs,
provided the observations spanned a sufficiently long period of time (~20
and ~50 yr, respectively, for a 0.3-M star). For an observing campaign
with a duration of approximately 20 yr, the smallest planet detectable using
this technique is of the order of 6 Me, about one-half to one-third the
masses of Uranus, Neptune, and hypothetical giant planet cores.
If a star with a sufficiently large reflex motion were to be discovered,
it would be possible in principle to determine both the eccentricity and
inclination of the companion orbit. The intrinsically interesting case of
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53
multiple-planet systems would pose the further analytic challenge of disen-
mngling multiple periodicities in the stellar reflex. Such an analysis, which
clearly implies long observing times, would address the central question of
whether or not the orbits are coplanar as would be expected on the basis
of current theories of solar system formation.
It is evident from the above discussion and from Figure 5.2 that an
astrometnc accuracy approaching the 1 ~ design goal of the proposed space-
based ATE defines an accessible discovery space that includes a relatively
broad and scientifically crucial range of planetary masses. For comparison,
ground-based photoelectric measurement at a site with excellent seeing
(assumed ~ = 10-3 arcsec) could marginally detect Jupiter-mass planets in
Jupiter-like orbits around a 0.3-M star ~10 parsecs from the Sun by no
means a trivial accomplishment given the intense current interest in such
searches and the implications of their results. But technical limitations on
ground-based astrometnc accuracy clearly constrain the extent to which it
can address the existence, masses, and dynamics of extrasolar planetary
systems, and in particular the central question of whether they do or do
not resemble our own system.
Doppler Spectroscopic Planet Searches
1b explore the domain of the (`a, Mp) plane accessible to a Doppler
spectroscopic planet search, the committee considers a search program at
a 1 ~ accuracy of 10 m s~ ~ . A circular orbit is assumed for simplicity, with
an average value of sin i = Q79, to estimate the radial velocity amplitude.
(Note that, unlike the astrometnc signature, the observed Doppler shift
does not depend on the star's distance from the Earth.) As before, the
committee assumes stellar masses of 0.3 and 1 Me and plots the locus
corresponding to a 3~ detection in Figure 5.2. For a 0.3-M star, Jupiter-
mass and Saturn-mass planets would be detectable at the stated accuracy
if their semimajor axes were respectively ~2 AU and inside 1 AU.
Although at the assumed level of precision the Doppler technique is
not capable of detecting bodies as small as Uranus or Neptune at any
rational orbital distance, it is apparent from Figure 5.2 that the Doppler
and astrometric techniques explore complementary domains of discovery
space. The former is sensitive to planets with smaller semimajor axes (and
thus larger orbital velocities) whereas the latter is not and therein, in
the absence of preconceptions derived from the local example about what
planetary mass~istance relationships "should" be, lies the value of the
Doppler approach.
The Doppler discovery space increases with lower stellar mass, but
unfortunately a reduction in mass also lowers the luminosity for main-
sequence stars and so reduces the number of accessible candidates for
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54
ultrahigh-resolution Doppler spectroscopy. The ultimate sensitivity of this
technique may be limited not by instrumental considerations, but rather
by intrinsic noise in the spectrum due to stellar turbulence. In addition,
although the value of sin i can be determined for a high signal-to-noise as-
trometric detection, it cannot be deduced from Doppler spectroscopic data
alone. Stellar photometry sensitive to star spot rotation and spectroscopy
of rotationally broadened Fraunhofer lines may give dues to the value
of sin i, but it seems unlikely that these techniques will reliably reduce
the associated uncertainties in Me and in the dynamical arrangement of
multiple orbits.
Several ground-based Doppler-spectroscopic planetary search pro-
grams at accuracies near or better than that assumed here are in progress.
Reports noted earlier of detections of a substellar companion to HD114762
and a roughly 1-M planet orbiting ~ Cephei (at about 2 AU) both
utilized this technique. Neither a major technical breakthrough nor space-
based system deployment is required to pursue this approach.
Photometric Planet Searches
It is clear from the Jupiter transit example (under the heading Indirect
Detection) that the photometric technique must deal with events that typi-
cally may be of short duration and low frequency, and are detectable only
if the observer is in or very near the planet's orbital plane. Because of the
low a pnori probability of meeting this requirement and thus the size of the
star sample required for a minimally successful photometric planet search
(see Appends A), COMPLEX concludes that this technique as currently
developed is not yet adequate to determine the statistical occurrence of
planets. Detection probabilities could be somewhat enhanced by preselect-
ing eclipsing binary stellar systems for photometric observation, presuming
that possible planetary orbits would be coplanar. This enhancement would
not be sufficiently robust, however, to develop statistical conclusions about
the natural occurrence of planetary systems in general.
The method has several other potential drawbacks. First, if the obser-
vations were ground-based, they would be affected by variations in atmo-
sphenc transparency. Second, the intrinsic variability of stars e.g., small
variations in stellar flux caused by convection and star spots may confuse
interpretation of the data. Some observations from NASAs Solar Maxi-
mum Mission show the whole~isk variability of solar flux to be as much as
25 percent of the signal dip expected from a transit by an Earth-size planet
(~10-4~. Third, the interpretation of a photometric occultation event as
being caused by a planet would not be unambiguous; small stellar objects
such as white dwarfs and substellar objects could produce occultation erects
not readily distinguishable from those due to planets.
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ss
FUTURE OBSERVING SYSTEMS
COMPLEX has also reviewed other potential approaches to the search
for extrasolar planets. These may be grouped under the rubric of inter-
ferometry and generally represent attempts to improve resolution without
increasing collecting area and hence expense. For the most part these
systems exist at the conceptual level, with little or no engineering devel-
opment to date. One specific system, Precision Optical Interferomet~y in
Space (POINTS), is under active design study.
The committee views the design goals and anticipated capability of
POINTS as representing a substantial advance over demonstrated capabil-
ities of existing systems, or of expected direct engineering descendants of
existing systems. Given its future potential, POINTS is, in the committee's
opinion, worthy of continued study. The relative state of development of
POINTS with respect to ATE, however, places POINTS in a candidate po-
sition for detailed followed studies and extended surveys after completion
of an initial survey at ~10-5 arcsecs with ATF-like facilities and at 10 m
s~i with Doppler spectroscopy.
Future application of ground-based infrared interferometry also holds
the promise of detection and perhaps even imaging of extrasolar systems
at high resolution. Experiments currently in progress at a wavelength of 10
Am are expected to achieve a spatial resolution of ~10 milliarcsec using a
baseline of ~100 m. Again, this approach will initially be limited to only the
brightest stars in the solar neighborhood. COMPLEX encourages further
development efforts in areas such as this, because they are likely to make
important contn~utions in the future.
The difficulty of direct imaging of planets around nearby stars was
addressed earlier in this chapter. Nonetheless, such imaging is likely to
be extremely important in the study of precursors to planetary systems de-
scn~ed in the next chapter. Ultimately, the availability of large space-based
telescopes of high optical quality may permit imaging of extrasolar-system
planets. The contrast of a faint companion or circumstellar material against
the stellar diffraction wing improves as the third power of the telescope
diameter. Further, if dust contamination and residual surface roughness
of the telescope optics can be suppressed, extraneous scattered light can
be reduced, and innovative image tailoring by anodization can provide ad-
ditionally enhanced contrast. Improved management of astronomical light
within telescope systems would significantly augment the range, spatial
specificity, and overall effectiveness of extrasolar planetary studies.
RECOMMENDATIONS REGARDING TECHNIQUES
FOR PLANEI SEARCHES
General recommendations concerning the programmatic and technical
elements of a scientific strategy for detection and study of extrasolar plan-
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56
Stan materials are presented in Chapter 8. Here the committee sets out
those recommendations that specifically relate to the technical considera-
t~ons discussed in this chapter:
· (2f the three different technical approaches to indirect ¢nonimagingJ
detection of remote planetary systems examined here in detad astrometry,
Doppler spectroscopy, and photome~COMPLEX recommends that Snowily
attention be given to the first two of these technics es.
· To achieve the significant improvement in as~ometnc accuracy needed
to address serious the detection am1 study of e~rasolar planetary systems,
space-based ins~umentaiion, with its potential of a more than: 100-fold gain in
sensitivity over current g~ound-based instruments, will ultimately be required.
COMPLEX believes that the promise of significant advancements in planetary
science Justifies finisher invesagaiion of the technical issues involved, and rec-
ommends active development toward timely Earth-orbital deployment of such
a capability. The committee farther recommends that in the interim, ongoing
g~ound-based searches be continued at their state-of-the-art accuracy, and that
potential for improvement of this accuracy be investigated and implemented if
technically and financial) feasible.
.
Doppler spectroscopy extends the range of potential planetary detec-
nons to planets that have a Jupiter (and possibly SamrnJ mass in relatively
small radius orbits and would no! be detectable by astrometnc techniques.
This complementary technique does not require space-based facilities, and
pilot invesagatzons are already weld under way. COMPLEX recommends that
Doppler spectroscopic searches be continued at their swe-of-the-art accuracy.
· Interferomewc techniques from the optical to 1000 Am will evenmal~
yield pow~rfi~l tools for detecting condensed objects and mapping dust dis~i-
bunons around nearby stars, and for detailed imaging of relevant objects and
regions. COMPLEX encourages continued development of promising Earth-
based and space-based instruments and techniques of this me for follow-on
defiled study of 0arasolar planetary systems.
· ~~ regard to unaging instruments, given Weir present importance
in the study of preplanetary precursor systems and their ultimate potential for
direct imaging of evolved planets, COMPLEX urges that the design of fixture
telescopesincorporatediffrac~n controland techniques for the reduction of
light scattering due to dust contamination and to residual errors in mirror
figure. Appropriate technology to achieve these goals should be developed
arid implemented us space-based telescopes. Where appropriate and feasible,
consideration should be given to improving the optical performance of existing
telescope facilities envisioned for such studies