The Near-infrared Tip of the Red Giant Branch. II. An Absolute Calibration in the Large Magellanic Cloud

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Published 2018 April 27 © 2018. The American Astronomical Society. All rights reserved.
, , Citation Taylor J. Hoyt et al 2018 ApJ 858 12 DOI 10.3847/1538-4357/aab7ed

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0004-637X/858/1/12

Abstract

We present a new empirical JHK absolute calibration of the tip of the red giant branch (TRGB) in the Large Magellanic Cloud (LMC). We use published data from the extensive Near-Infrared Synoptic Survey containing 3.5 million stars, 65,000 of which are red giants that fall within one magnitude of the TRGB. Adopting the TRGB slopes from a companion study of the isolated dwarf galaxy IC 1613, as well as an LMC distance modulus of μ0 = 18.49 mag from (geometric) detached eclipsing binaries, we derive absolute JHK zero points for the near-infrared TRGB. For a comparison with measurements in the bar alone, we apply the calibrated JHK TRGB to a 500 deg2 area of the 2MASS survey. The TRGB reveals the 3D structure of the LMC with a tilt in the direction perpendicular to the major axis of the bar, which is in agreement with previous studies.

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1. Introduction

The tip of the red giant branch (TRGB) method to determine extragalactic distances has been widely applied over the past two decades, primarily in the I-band.9 This is, in part, due to the fortuitous convergence of peak I-band luminosities of first-ascent RGB stars as a function of color (or metallicity and age). Producing a luminosity function by marginalizing the color–magnitude diagram (CMD) over color results in the sharpest discontinuity at the tip when viewed in the I-band, as opposed to bluer (or redder) bandpasses. In addition, TRGB stars are found in the halos of all types of galaxies (including spiral, irregular, face-on, edge-on, elliptical, and lenticular galaxies), as they all have a first generation of old (Population II) red giant branch stars. The ease with which the TRGB can be measured has translated into the publication of over 900 TRGB distances to some 302 individual galaxies (NED-D Release, 2017 July 20).

Extending a calibration of the TRGB to the near-infrared (NIR) is of interest for many reasons. First and foremost, TRGB stars in the NIR are about 2 mag brighter than those in the I-band. At the same time, the effects of line-of-sight extinction decrease at redder wavelengths. Furthermore, with the advent of larger, more sensitive telescopes in space, and especially given their performance in the near-infrared, the NIR-TRGB method can be applied to more distant galaxies, thereby probing a larger cosmological volume. With a larger volume comes the immediate ability to calibrate additional Type Ia supernovae (SNe Ia) by obtaining TRGB distances to their host galaxies.

To date, there have been few empirical studies of the NIR-TRGB. Using the Wide Field Camera 3 on board the Hubble Space Telescope (HST), Dalcanton et al. (2012) obtained NIR CMDs of 23 nearby galaxies, determining a single magnitude and representative color for each galaxy's TRGB; their study makes clear (in particular, see their Figure 21) the potential for empirically calibrating the slope of the NIR-TRGB. Wu et al. (2014) continue in a similar fashion, fitting the run of single TRGB magnitudes with representative colors for a large sample of galaxies. However, the NIR-TRGB slope is steep enough that a robust calibration requires a clear detection of, and fit to, the TRGB slope within a single galaxy.

In Paper I of this series on calibrating the NIR-TRGB, Madore et al. (2018) introduced a metallicity-independent method for accurately determining TRGB distances by rectifying, or flattening, the increase in NIR-TRGB magnitude with increasing NIR color. Slopes for the NIR-TRGB were determined as a function of JHK colors in the nearby, Local Group galaxy IC 1613, where the TRGB loci are well defined, the photometric precision is high, and potential systematic effects of reddening and photometric crowding/blending in images are minimized.

In this second paper, we undertake the next step and provide an absolute calibration for the NIR-TRGB using the Large Magellanic Cloud (LMC). Additionally, we have used the precision of the NIR-TRGB method to probe the 3D structure of the LMC. We describe the data sets used for this analysis in Section 2, provide the absolute calibration of the NIR-TRGB in Section 3, and check the results of our calibration in Section 4.

2. Multi-wavelength Observations of the LMC

2.1. The Near-infrared Synoptic Survey

We calibrate the zero points of the NIR-TRGB using publicly available JHK photometry of stars in the central region of the LMC (Macri et al. 2015). The observations were taken as part of the Near-Infrared Synoptic Survey (NISS) using the CPAPIR camera on the CTIO 1.5 m telescope. The data set includes JHK photometry of 3.5 million sources over 18 deg2 along the bar of the LMC to a limiting Ks magnitude of 16.5 (see their Figure 1).

Figure 1 shows a representative sampling of the CMD for the NISS data. Only ∼300,000 of the more than 3.5 million stars are shown, allowing the TRGB to be seen in contrast to its surrounding CMD components (the entire sample can be seen in Macri et al. 2015, their Figure 6). As can be readily appreciated, the NIR CMD is dominated by the red giant branch, rising up and tilting slightly to the red at a (J K) color between 0.8 and 1.2 mag. To give an indication of how populated the RGB luminosity function is near the TRGB, in the K-band we count 64,698 RGB stars in the first magnitude interval below the TRGB. The typical photometric error in all three bands at the expected TRGB magnitude is 0.005 mag.

Figure 1.

Figure 1. K vs. (J K) color–magnitude diagram for a subset of the 3.5 million LMC stars observed by Macri et al. (2015). Only one star in 10 is plotted so as to allow the slanting TRGB to be seen. Notable stellar components have been labeled.

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The NISS data set has a particular advantage for our purposes. Despite the observations being centered on the highest-density region of the galaxy, stars in the main body of the LMC are less likely to be affected by the known tilt-induced, back-to-front spreading of the stars due to the LMC geometry and our particular viewing angle (Caldwell & Coulson 1986; Welch et al. 1987).

Accordingly, a determination of the distance to this centrally located portion of the LMC is likely to be representative of the mean distance to the galaxy as a whole. Moreover, one of the highest accuracy determinations of the distance to the LMC (Pietrzyński et al. 2013) is based on detached eclipsing binary (DEB) stars, most of which are in this same central region of the LMC. Furthermore, the kinematic center of the LMC and line of nodes fall along the elongated distribution of both the DEBs and the TRGB stars discussed in the first part of this paper. Thus, by performing our calibration in the LMC bar, we minimize geometric projection effects, which could otherwise blur or bias the TRGB distance determinations.

2.2. The Two Micron All-sky Survey

To confirm that these geometric effects are indeed minimized, we query from the 2MASS All-Sky survey (Skrutskie et al. 2006) a 35 × 14 deg map of the LMC, for R.A.: 65°–100°, decl.: −76° to −62°. This 2 million point source cutout is shown in panel (b) of Figure 2, and reveals a large density of sources outside the central region (bar) of the galaxy. Of these two million sources, 200,000 are stars within 1.5 mag of the TRGB, marked by the red region in panel (a) of Figure 2. In panel (c) of the same figure is the spatial distribution of these stars located near the TRGB.10 We use this extended stellar distribution to determine if reddening and 3D projection effects within the bar are smaller than the errors of the presented calibration.

Figure 2.

Figure 2. Left panel: spatial distribution of stellar sources in the full catalog. The bar, disk, and spiral arms are apparent. Middle panel: color–magnitude diagram of the two million stellar sources in the 2MASS LMC cutout that is discussed in the text. The red box encloses stellar sources near the visually apparent TRGB. Right panel: spatial distribution of stellar sources that lie within the red region of the CMD in the middle panel.

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Near the expected J, H, and, K TRGB magnitudes of 13.5, 12.5, and 12.5 mag, the median photometric errors are respectively, 0.025, 0.025, and 0.030 mag. Additionally, the Macri et al. (2015) data shares its photometric zero point with 2MASS. As a result we avoid additional errors incurred by using different photometric systems.

3. Calibrating the JHK TRGB

3.1. Review of JHK Slope Calibration in IC 1613

Here, we briefly summarize the slope calibration for the JHK magnitude–color relations as given in Paper I, which are based on observations of the Local Group dwarf galaxy IC 1613 using FourStar imaging at Las Campanas. The combination of large number statistics, high signal-to-noise photometry, and minimal contamination by younger stars makes our FourStar IC 1613 data set ideal for fitting the slope of the NIR-TRGB. Any dependence of NIR-TRGB magnitude on metallicity is being directly, and empirically, calibrated via the color of the TRGB stars.

First, the JHK slopes in terms of (J K) colors: −0.85 ± 0.12, −1.62 ± 0.22; −1.85 ± 0.27. Second, the JHK slopes in terms of (JH) colors: −1.11 ± 0.15, −2.11 ± 0.26, and −2.41 ± 0.36, respectively.

3.2. LMC NIR-TRGB Zero-points

The method for determining the location of the TRGB using the slopes defined above is summarized in Paper I. In short, star magnitudes are rectified based on their colors (using the slopes defined in the previous section) so that the TRGB discontinuity is flat for a given band rather than slanted as would appear in the CMDs. The CMD is then marginalized over color to produce a luminosity function that is finely binned and smoothed in magnitude using Gaussian locally weighted regression (GLOESS). The magnitude at which the first derivative of the luminosity function peaks, as determined with a Sobel edge-detection kernel, is taken to be the magnitude of the TRGB.

Figure 3 shows magnified portions of three CMDs of the NISS data set in JHK versus (J K), showing the two-and-a-half magnitude range centered on the TRGB. The upward-slanting lines show the 2D fits to the NIR-TRGB discontinuities that were determined in Paper I. Figure 4 shows the smoothed K-band luminosity function. The edge-detector response is shown in the lower portion of the figure.

Figure 3.

Figure 3. Zoomed-in versions of Figure 1 focusing on the two magnitudes in J (left panel), H (middle panel), and K (right panel), each centered on the TRGB at (J K) = 0.8–1.3 mag. The slanting lines are fits to the slope of the TRGB discontinuity as determined in Paper I and briefly discussed in Section 3.

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Figure 4.

Figure 4. GLOESS-smoothed K-band luminosity function for the stars in LMC drawn from the main (3.5 million star) sample of Macri et al. (2015). The luminosity function is produced by marginalizing over color in the K vs. JK CMD. In the bottom portion of the panel, the Sobel filter edge-detector response peaks at K = 12.39 ± 0.01 mag. Dots are the binned luminosity function, solid line is the smoothed LF, with 1σ Poisson boundaries marked by dashed lines. At the bottom of each, the TRGB is measured to be the maximum response in the Sobel filter output. The TRGB is marked by a vertical line extending from the response function up and into the luminosity function.

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To assess and understand the errors in our TRGB detection, we have run a suite of simulations designed to cover a range of photometric errors, numbers of TRGB and AGB stars, and different widths of the Gaussian smoothing window. Given the large number of TRGB stars (65,000) one magnitude below the tip, the simulations proved insensitive to variations in these parameters and consistently yielded a statistical error no greater than ±0.01 mag.

At this time, we adopt a distance modulus from DEBs to the LMC of 18.49 ± 0.01 mag (statistical) ±0.05 mag (systematic) to provide our zero-point calibration. This value was determined by Pietrzyński et al. (2013), based upon a weighted average of eight independent distances of DEBs in the bar of the LMC. We note also that this geometric distance modulus is consistent with the HST parallax-based Cepheid distance to the LMC (18.48 ± 0.04 mag) determined jointly by Monson et al. (2012) and Scowcroft et al. (2011).

To evaluate reddening effects on our calibration, we run our TRGB detection algorithm on a subsample of RGB stars selected to include only those which lie in regions of minimal reddening E(BV) < 0.15 mag, as indicated by maps determined by Nikolaev et al. (2004) using Cepheids and by Pejcha & Stanek (2009) using RR Lyrae variables. The result is a 0.02 mag brighter TRGB detection across all wavelengths. For this reason we adopt an E(BV) = 0.03 ± 0.03 mag. Given the results of our reddening test, and the fact that we do not expect RGB stars to be as reddened as Cepheids, this is a reasonable value and uncertainty. Adding the uncertainty on this adopted reddening in quadrature with the Pietrzyński et al. (2013) systematic error (for which the reddening uncertainties are estimated to be ∼0.4%) brings our total systematic error to ±0.06 mag.

First, the resulting calibrations in terms of (J K) colors:

Equation (1)

Equation (2)

Equation (3)

Errors on the slopes are ±0.12, 0.22, and 0.27 in J, H, and K, respectively. Second, the equivalent calibrations in terms of (JH) colors:

Equation (4)

Equation (5)

Equation (6)

Errors on these slopes are ±0.15, 0.26 and 0.36 in J, H and K, respectively.

We adopt for the systematic error on the zero points the Pietrzyński et al. (2013) DEB systematic error added in quadrature to the error on our adopted reddening value. The error on the NIR-TRGB zero-point calibration is thus ±0.01 mag (statistical) ±0.06 mag (systematic).

3.3. NIR-TRGB Zero-point Comparisons

We have presented above a calibration of the zero point of the TRGB at three (JHK) near-infrared wavelengths, where the color coefficients come from a companion study of the dwarf galaxy IC 1613 (Paper I). The zero points, derived in this paper, come from the detached eclipsing variable star parallaxes (Pietrzyński et al. 2013), tied directly to TRGB stars in the same central bar region of the LMC.

We note that our calibration is in good agreement with recent theoretical work. Serenelli et al. (2017) provide 2MASS J and K TRGB equations for two color regimes. Shifting their (J K) > 0.76 equations to our fiducial J K = 1.00 pivot, we see that their K-band TRGB has a zero point and slope of −6.17 and −1.811, to be directly compared to the calibration in the previous section, and in Table 1. The theoretical slopes and zero points are well within the errors of our empirical ones. This agreement with theory is certainly promising; nevertheless, our distance-scale calibration remains empirical.

Table 1.  Comparison of Recent K-band TRGB Calibrations

K-band Calibration MK Slope Notes
Valenti et al. (2004) −6.32 −2.15 Globular clusters
Serenelli et al. (2017) −6.17 −1.811 Theory
This study −6.14 −1.85 IC 1613 and LMC

Note. In the Appendix, we describe the mapping of the Valenti et al. (2004) metallicity calibration onto the empirical K-(J K) plane. All calibrations are on the 2MASS photometric system.

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A recent paper by Górski et al. (2016) uses a draws very different conclusions about the NIR-TRGB as a distance indicator. They determine a K-band TRGB distance to the LMC of μK = 18.7 ± 0.04 (∼stat) ± 0.07 (∼sys) mag. This distance is ∼0.2 mag at odds with the canonical distance of 18.5 mag and is immediately resolved by applying the absolute calibration provided here. In Table 1 we compare three K-band TRGB calibrations: this study, the Valenti et al. (2004) globular cluster calibration used by Gorski et al., and the Serenelli et al. (2017) theoretical calibration. This makes it clear that the LMC distance discrepancy found in Górski et al. (2016) is due to the adopted absolute calibration. Górski et al. (2016) use the calibration of Valenti et al. (2004) and fit a theoretical metallicity dependence to the NIR-TRGB slope, in contrast with the purely empirical calibration we describe in Paper I. Our approach is to use directly observable colors, such as (J K), avoiding other transformations, bolometric corrections or any explicit dependencies on theory, and to instead use an extensive catalog of LMC stars to define the zero point of the calibration. As Serenelli et al. (2017) emphasize, there are ∼0.2 mag uncertainties in bolometric corrections for the theoretical TRGB; in addition, small-number statistics for the 24 calibrating globular clusters used by Valenti et al. (2004) may preclude a robust and accurate detection of the TRGB. Hence, our preference is to adopt an empirical TRGB calibration, and to limit the calibration to systems where small-number statistics are not a limiting issue.

4. Three-dimensional LMC Geometry

In this section, we compare the NIR-TRGB in an extended spatial sample of the LMC with an inner disk/bar region. To this end, we break up the TRGB-selected source catalog from Figure 2, panel (c), into 39 bins of equal source count. This is intended to keep constant the signal-to-noise of each field's TRGB discontinuity.

The bins are generated via an adaptive voronoi binning technique laid out by Diehl & Statler (2006), which is a generalization of the Cappellari & Copin (2003) voronoi binning algorithm. The algorithm starts at one "pixel," in this case a stellar source position, and continues to absorb the nearest pixel until the bin contains approximately 5700 stellar sources. The process continues with the nearest unbinned pixel under the constraints that (i) there are no holes or overlapping bins, (ii) the bins satisfy a pre-defined Roundness criteria, and (iii) that the scatter in stellar counts in each bin is minimized. The results of the voronoi tesselation are shown in Figure 5.

Figure 5.

Figure 5. Voronoi tesselation results. Each field is numbered to match its corresponding entry number in Table 2. The orange color marks regions selected to represent the LMC bar and line of nodes region in the 2MASS data set. Red denotes candidate fields that were excluded from the bar region based on the crowding and reddening criteria discussed in the text. Last, blue denotes a field with its example CMD, luminosity function, and response function displayed in Figure 6.

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To assess 3D projection effects on our calibration, we apply the calibration from Section 3 to measure TRGB distances to each field. We measure the TRGB individually in H and K for both JH and JK colors.11 Figure 6 shows example detections of the NIR-TRGB in four of the 39 LMC fields (colored blue in Figure 5). The distances to each of the 39 fields are provided in Table 2, in map form in Figure 7, and as smoothed histograms in Figure 8.

Figure 6.

Figure 6. Four representative detections of the rectified K-band TK vs. JK for 2MASS fields 4, 13, 24, and 33. The plotted contours are for bins of dimension Δ(J K) = 0.05 mag, ΔTK = 0.08 mag. The contour color scaling is located to the right of each CMD. The CMD color cuts were determined using the region in the 2MASS data outside R.A.: [68, 95] deg and decl.: [−74, −64] deg. Error bars in the CMDs represent median magnitude errors. The right panel of each plot shows a finely (0.005 mag) binned luminosity function in gray, the smoothed luminosity function in red, and the edge-detection response function in blue. The point of maximum edge-detection response is displayed in each CMD as a horizontal line.

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Figure 7.

Figure 7. Map of differential distance moduli to each field in the 2MASS cutout defined to be δμ = μiμcal, where μi is the distance to any one 2MASS field and μcal = 18.49 mag is the Pietrzyński et al. (2013) DEB distance adopted to perform the absolute calibration in the preceding section. To ensure that the TRGB is sufficiently populated, the total number of stars near the TRGB in each field is held fixed. The color of each field corresponds to the weighted mean of the NIR-TRGB distances provided in Table 2. The Macri et al. (2015) region is contained in the black rectangle. The eight eclipsing binaries of Pietrzyński et al. (2013) are plotted as white-circled black points. We see a remarkably clear tilt along the northeast to southwest direction, and minimal variation along the direction parallel to the major axis of the bar, which is consistent with the bar being aligned with the line of nodes.

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Figure 8.

Figure 8. Normalized histograms, both smoothed and unsmoothed, of differential distance moduli δμ to each 2MASS LMC field where δμ = μiμcal, μi is the distance to any one 2MASS field, and μcal = 18.49 mag is the Pietrzyński et al. (2013) DEB distance adopted to perform the absolute calibration in the preceding section. The distance modulus distribution for the 2MASS bar region, defined in the text and marked in Figure 5, is plotted in dotted–dashed orange. The mean of this bar distribution is −0.01 mag brighter than the adopted DEB distance modulus, with a dispersion of 0.02 mag. The distribution of distances to all 39 2MASS fields is plotted in solid navy. The mean of the full distribution is also −0.01 mag brighter than the adopted distance modulus with a dispersion of 0.07 mag. All distributions, smoothed and unsmoothed, are normalized to unity.

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Table 2.  Distances to the 39 2MASS Fields

Field no. μH, JH δμH, JH μH, JH δμH, JK μH, JH δμK, JH μH, JH δμK, JK μavg δμavg ΔR.A. ΔDecl.
  (mag) (mag) (mag) (mag) (mag) (mag) (mag) (mag) (mag) (mag) (degree) (degree)
1a 18.44 0.02 18.48 0.06 18.47 0.10 18.46 0.03 18.45 0.02 1.52292 2.05056
2 18.46 0.04 18.39 0.08 18.44 0.04 18.43 0.08 18.44 0.03 −0.01875 3.62278
3 18.48 0.10 18.40 0.10 18.49 0.10 18.48 0.05 18.47 0.04 4.79375 3.99778
4 18.41 0.10 18.40 0.05 18.44 0.10 18.42 0.05 18.41 0.03 0.73125 6.43944
5a 18.46 0.10 18.48 0.10 18.47 0.10 18.47 0.07 18.47 0.04 −2.81042 2.16861
6 18.56 0.10 18.66 0.15 18.48 0.10 18.55 0.04 18.55 0.03 −7.01875 2.64778
7 18.45 0.06 18.47 0.10 18.47 0.10 18.42 0.10 18.45 0.04 5.23125 1.61167
8 18.61 0.20 18.43 0.15 18.56 0.30 18.46 0.30 18.50 0.10 −1.08125 1.10611
9 18.42 0.05 18.43 0.08 18.36 0.15 18.44 0.10 18.42 0.04 −3.89375 4.50194
10 18.45 0.10 18.43 0.10 18.41 0.10 18.39 0.10 18.42 0.05 1.71042 0.76444
11 18.43 0.10 18.42 0.10 18.42 0.10 18.42 0.10 18.42 0.05 9.98125 0.08944
12 18.63 0.20 18.41 0.10 18.68 0.20 18.44 0.20 18.48 0.08 9.48125 2.75611
13a 18.47 0.05 18.44 0.06 18.48 0.08 18.46 0.04 18.46 0.03 −13.01880 1.75611
14a 18.51 0.10 18.53 0.10 18.56 0.15 18.52 0.10 18.53 0.05 −2.51875 0.40333
15 18.67 0.20 18.77 0.20 18.63 0.20 18.50 0.20 18.64 0.10 −4.14375 1.08528
16 18.61 0.15 18.60 0.10 18.61 0.08 18.60 0.10 18.61 0.05 −7.39375 1.08944
17 18.38 0.05 18.42 0.10 18.33 0.07 18.41 0.05 18.39 0.03 1.66875 −0.00083
18a 18.47 0.15 18.51 0.10 18.48 0.15 18.49 0.07 −0.45625 0.29778
19a 18.51 0.08 18.45 0.08 18.50 0.07 18.48 0.05 18.48 0.03 −2.45625 −0.43556
20 18.37 0.15 18.33 0.15 18.28 0.04 18.30 0.04 18.29 0.03 12.23130 5.88944
21a 18.47 0.05 18.46 0.06 18.52 0.10 18.49 0.05 18.48 0.03 −10.89380 5.75611
22 18.61 0.20 18.65 0.20 18.59 0.20 18.62 0.20 18.62 0.10 4.48125 0.17000
23 18.45 0.06 18.44 0.06 18.39 0.08 18.43 0.05 18.43 0.03 −0.01875 −0.26056
24 18.36 0.04 18.30 0.10 18.33 0.05 18.35 0.04 18.35 0.02 15.60620 2.24778
25a 18.48 0.06 18.48 0.08 18.49 0.10 18.47 0.07 18.48 0.04 5.10208 0.09778
26 18.60 0.10 18.56 0.15 18.59 0.15 18.60 0.10 18.59 0.06 5.43958 −0.87722
27a 18.44 0.05 18.46 0.10 18.42 0.08 18.47 0.10 18.44 0.04 0.52292 −0.85500
28 18.34 0.10 18.54 0.10 18.44 0.07 2.66875 −0.59389
29a 18.51 0.08 18.49 0.08 18.47 0.04 18.45 0.03 18.46 0.02 −1.76875 −1.64667
30a 18.50 0.05 18.48 0.10 18.51 0.05 18.49 0.10 18.50 0.03 7.35625 −2.26056
31a 18.44 0.10 18.43 0.10 18.58 0.10 18.52 0.15 18.49 0.05 2.58542 −1.59528
32a 18.48 0.05 18.48 0.04 18.49 0.06 18.49 0.06 18.48 0.03 −6.14375 −1.27306
33 18.54 0.04 18.57 0.03 18.63 0.15 18.56 0.03 18.56 0.02 −10.14380 −0.24389
34 18.52 0.07 18.52 0.08 18.50 0.08 18.51 0.08 18.51 0.04 0.85625 −3.16889
35 18.58 0.08 18.53 0.04 18.55 0.07 18.57 0.05 18.55 0.03 −5.89375 −2.91056
36 18.48 0.10 18.48 0.10 18.47 0.10 18.48 0.06 14.73120 −2.86056
37 18.59 0.10 18.51 0.10 18.53 0.10 18.54 0.10 18.54 0.05 7.10625 −4.91889
38 18.64 0.10 18.60 0.15 18.65 0.10 18.59 0.10 18.62 0.05 −12.76880 −3.11889
39 18.61 0.10 18.52 0.06 18.63 0.06 18.54 0.10 18.58 0.04 −5.64375 −5.19389

Notes. The distances are not corrected for reddening. Errors are determined from the smallest GLOESS smoothing window at which the TRGB peak remains at least twice the amplitude of any other response peak. In cases where there are multiple equal-amplitude peaks near the tip, half of the spacing between the most separated peaks is taken to be the error. Differential positions are centered on R.A.: 05:23:34.5, decl.: −69:45:22, or, in degrees R.A.: 80.89375, decl.: −69.75611.

aField used in the bar analysis.

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In Figure 6, we see a clear tilt along the direction perpendicular to the major axis of the bar and the expected line of nodes, running closer (18.3 mag) in the northeast to more distant (18.6 mag) in the southwest. The minimal variation, σ < 0.02 mag along the northwest to southeast direction provides further evidence that the bar's major axis is aligned with the line of nodes. This is in agreement with previous studies, first by de Vaucouleurs & Freeman (1972), then using Cepheids (e.g., Caldwell & Coulson 1986; Welch et al. 1987; Persson et al. 2004; Inno et al. 2016), carbon stars (van der Marel & Cioni 2001; Weinberg & Nikolaev 2001; Olsen et al. 2011), RR Lyrae (Deb & Singh 2014), and the red clump (Subramanian & Subramaniam 2013). That we have backed out this known geometry is a testament to the potency of the present NIR-TRGB calibration.

Though an in-depth analysis of the LMC geometry is beyond the scope of this calibration paper, the NIR-TRGB has allowed us to probe a greater, contiguous spatial extent of the LMC than previous studies. As such, we briefly compare qualitatively our results with those from studies with a similar spatial extent. Inno et al. (2016) determine optical distances to a handful of Cepheids in the southwest corner of the LMC, contained within R.A.: [−78, −68] deg, decl.: [−75, −73] deg. They find that these Cepheids are all 0.1–0.15 mag fainter than the mean LMC distance, which is in agreement with our measurements. On the other hand, we see less agreement with the results of Weinberg & Nikolaev (2001) using carbon stars (their Figure 11). We see a ∼0.1 mag brightening in the measured distance modulus running from the northern to the southern fields, in contrast with their null result. Inversely, we see less of a drift, approx. 0.15 mag, running from the west to the east as opposed to their measured 0.3 mag drift. This is likely down to the western carbon stars lying in exceptionally reddened regions, a scenario evidenced by our full differential distance map as well as later reddening maps (e.g., Nikolaev et al. 2004; Pejcha & Stanek 2009; Inno et al. 2016).

To represent the bar of the LMC we choose 13 of the 39 voronoi regions from the inner region of the 2MASS map. These fields are chosen to avoid contamination by red supergiants (RSGs) and early-AGB stars (marked red in Figure 5).12 Those fields selected to be part of this uncontaminated 2MASS bar region are marked with asterisks in Table 2 and are colored gold in Figure 5. This 2MASS bar region is used to confirm that the results of each of our JHK calibrations agree with one another, as well as with the adopted DEB distance.

As seen in Figure 8, there is a small 0.01 mag offset in the mean of the 2MASS distance distribution from the adopted distance of 18.49 mag, suggesting that 3D projection effects and, in the NIR, extinction effects are small compared to the precision of the metallicity-independent calibration provided here.

We briefly comment on reddening here. Nikolaev et al. (2004) combine theoretical pulsation models of Cepheids, star formation history reddenings with HST, and low-reddening Cepheids to compute a reddening map of the LMC inner disk (their Figure 9). Their map shows a notable reddening spike at R.A. ≃ 86°, decl. ≃ 69°, which is consistent with reddening maps constructed by and Inno et al. (2016) also with Cepheids, and Pejcha & Stanek (2009) using RR Lyrae. This region exactly coincides with Fields 22 and 26 in our 2MASS map. As can be seen in Figure 7, these two fields are ∼0.1 mag fainter than their surrounding neighbors, which is consistent with the Nikolaev et al. (2004) E(BV) values of 0.4–0.5 mag in that region.

In Figure 8, we present histograms of distance to each field in both the 2MASS bar region and the full 2MASS data set. For the bar region, the dispersion in distance modulus is 0.02 mag and the mean is 18.48 mag, only 0.01 mag fainter than the adopted distance of 18.49 mag, which is well within the uncertainties of the calibration. Panel (b) includes the remaining 26 fields and the scatter increases by roughly a factor of three. Importantly, the mean does not shift, indicating that the source of this increased scatter is not a one-way effect like reddening, but rather an effect symmetric in apparent distance modulus e.g., an observable tilt in the LMC.13 Note the small asymmetric bump in the full histogram around μ ∼ 18.6 mag. This bump is sourced by highly reddened fields, in particular the fields 22 and 26 discussed earlier. The strong presence of dust is consistent with these reddened fields satisfying our RSG density cutoff of >120 RSGs deg−2 for the 2MASS bar sample, being regions of high star formation.

We note that the 2MASS TRGB detections, not the photometric zero points, discussed in this section are independent of the detections that were used to establish the earlier provided calibration. Both use the slopes from Paper I, while the zero-point calibration uses the Macri et al. (2015) NISS bar observations, and this section use the 2MASS catalogs. Although expected, it is not a given that the two analyses agree to such a degree.

5. Summary and Conclusions

We have, together with a calibration of the slopes of the JHK TRGB from Paper I, presented a zero-point calibration of the JHK TRGB. Using this calibration we have also provided evidence for the back-to-front geometry of the LMC. These findings, in combination with a future independent calibration of the TRGB using Gaia, indicate that the TRGB method at near-infrared wavelengths will provide a powerful tool for the measurement of extragalactic distances.

We thank the Carnegie Institution for Science and the University of Chicago for their continuing generous support of our long-term research into the expansion rate of the universe. This research has made use of the NASA/IPAC Extragalactic Database (NED) and the Infrared Science Archive (IRSA), both of which are operated by the Jet Propulsion Laboratory, California Institute of Technology, under contract with NASA. Direct support for this work was also provided by NASA through grant number HST-GO-13691.003-A from the Space Telescope Science Institute, which is operated by AURA, Inc., under NASA contract NAS 5-26555. Finally, we thank Macri et al. (2015) for making their near-infrared photometry freely available to the wider astronomical community. M.G.L. was supported by a grant from the National Research Foundation (NRF) of Korea, funded by the Korean Government (MSIP) (NRF-2017R1A2B4004632).

Appendix

For J and K magnitudes, Valenti et al. (2004) give

Combining/differencing these two equations leads to the following metallicity–color relation

Substituting (J K) for [Fe/H] in their two preceding equations, and re-centering them each at a fiducial color of (J K) = 1.00 gives

Equation (7)

Equation (8)

A homogeneous comparison with the presented calibration Equation (8) is entered into Table 1.

Footnotes

  • For example, Lee et al. (1993), Rizzi et al. (2007); very recent applications of the I-band TRGB can be found in Hatt et al. (2017), Jang & Lee (2017), and Jang et al. (2018).

  • 10 

    Weinberg & Nikolaev (2001) use an identical 2MASS cutout for their extensive study on various stellar populations found in the LMC. We refer the reader there for additional details on the 2MASS data set used here.

  • 11 

    We omit J because, by construction, the rectified TJ magnitude is exactly equal to TH and TK for colors JH and JK, respectively.

  • 12 

    Weinberg & Nikolaev (2001) used 2MASS data of the LMC to trace this population of stars and we use their maps to make the selections. We exclude from our bar analysis regions in which the number density of these young, red stars exceeds 120 deg−2.

  • 13 

    A reddening gradient is unlikely to produce the distribution of distances observed. The two most distant regions at the northeast and southwest corners are located at the same radii from the LMC center, but their distances, as determined in the NIR, differ by more than 0.3 mag.

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10.3847/1538-4357/aab7ed