A publishing partnership

LOCAL GROUP DWARF SPHEROIDALS: CORRELATED DEVIATIONS FROM THE BARYONIC TULLY–FISHER RELATION

and

Published 2010 September 17 © 2010. The American Astronomical Society. All rights reserved.
, , Citation Stacy S. McGaugh and Joe Wolf 2010 ApJ 722 248 DOI 10.1088/0004-637X/722/1/248

0004-637X/722/1/248

ABSTRACT

Local Group dwarf spheroidal satellite galaxies are the faintest extragalactic stellar systems known. We examine recent data for these objects in the plane of the Baryonic Tully–Fisher Relation (BTFR). While some dwarf spheroidals adhere to the BTFR, others deviate substantially. We examine the residuals from the BTFR and find that they are not random. The residuals correlate with luminosity, size, metallicity, ellipticity, and susceptibility of the dwarfs to tidal disruption in the sense that fainter, more elliptical, and tidally more susceptible dwarfs deviate farther from the BTFR. These correlations disfavor stochastic processes and suggest a role for tidal effects. We identify a test to distinguish between ΛCDM and MOND based on the orbits of the dwarf satellites of the Milky Way and how stars are lost from them.

Export citation and abstract BibTeX RIS

1. INTRODUCTION

Recent years have seen enormous progress in the discovery and measurement of the tiny dwarf satellite galaxies of the Local Group. These include the long known, "classical" dwarf spheroidal galaxies (Mateo 1998) as well as the more recently discovered "ultrafaint" dwarfs and the satellites of M31 (Willman et al. 2005; Zucker et al. 2006; Grillmair 2006, 2009; Majewski et al. 2007; Belokurov et al. 2007; Martin et al. 2009). In addition to identifying these systems, kinematic data from measuring the velocities of individual stars have become available for many systems. These now consist of thousands of individual stars for the classical dwarfs (Walker et al. 2007), with rapidly improving data for the other types of systems (Simon & Geha 2007; Kalirai et al. 2010).

The Local Group dwarfs appear to be the most dark matter dominated objects in the universe (Mateo 1998; Wilkinson et al. 2002; Gilmore et al. 2007; Simon & Geha 2007; Koch et al. 2007b; Strigari et al. 2008; Walker et al. 2009; Wolf et al. 2010), consistent with the trend of dark matter domination increasing with decreasing surface brightness (de Blok et al. 1996; McGaugh & de Blok 1998a). As such, they provide a unique probe of structure formation at the smallest accessible scales. They presumably reside in the sub-halos thought to inhabit the large dark matter halos of galaxies such as the Milky Way (MW) and M31. If so, physical processes specific to their environment, such as tidal disruption and ram pressure stripping, may play a role in the evolution of the luminous content of the dwarfs as they orbit the primary structure. It is therefore interesting to investigate whether, and the extent to which, the dwarfs obey the scaling relations established for brighter galaxies.

In this paper, we investigate how the dwarfs behave in the Baryonic Tully–Fisher plane. Rotating disk galaxies define a tight relation between baryonic mass and rotation velocity (McGaugh et al. 2000; Verheijen 2001). This has recently been extended (Stark et al. 2009; Trachternach et al. 2009) to low rotation velocities (∼20 km s−1) comparable to the Local Group dwarf spheroidals. An obvious question is whether the Local Group dwarfs that are satellites of the MW and M31 continue this relation.

2. DATA

We adopt the data compilation of Wolf et al. (2010) for the MW satellites augmented by the recent data for M31 dwarfs presented by Kalirai et al. (2010). These are small, pressure supported systems (Mateo 1998; Strigari 2010) whose baryonic mass is in the form of stars.3 In order to place them on the same Baryonic Tully–Fisher Relation (BTFR) as rotating disks we need to estimate stellar mass and rotation velocity in a consistent manner.

The stellar populations of the Local Group dwarfs are not simply ancient single burst populations. While some are old, others show clear signs of continuing intermittent star-forming episodes (Grebel 1997; Hernandez et al. 2000). Mateo et al. (1998) have estimated the mass-to-light ratios ϒV* of the stars of the classical dwarfs from resolved observations of their stellar content. Martin et al. (2008a) have done the same for many of the ultrafaint dwarfs. We adopt their stellar mass-to-light ratios for the objects studied. The mean of each of these samples is 1.3 M/L if we adopt the Kroupa initial mass function (IMF) in the tabulation of Martin et al. (2008a). For objects not specifically addressed by these studies, namely, Leo T and the satellites of M31, we use the mean mass-to-light ratio. These stellar mass-to-light ratios are subject to considerable uncertainty, particularly in the IMF. We therefore adopt a conservative uncertainty in this quantity of 0.4 dex. We also propagate the uncertainties in luminosity and distance, but in most cases the uncertainty in the mass is dominated by that in the mass-to-light ratio: Mb = ϒV*LV.

The stellar mass is woefully inadequate to explain the observed velocity dispersions of these systems: they appear to be dark matter dominated. We adopt the line-of-sight velocity dispersions σlos tabulated by Wolf et al. (2010) for the MW satellites and Kalirai et al. (2010) for the faint satellites of M31. In order to relate this value to the characteristic circular velocities of rotating disk galaxies, we assume

Equation (1)

We take this to be the circular velocity characteristic of the dark matter halo of each dwarf. This is not precisely the same quantity as measured in disks. Geometry can cause differences up to ∼20% (McGaugh & de Blok 1998b), in the sense that flattened systems of the same mass rotate faster. In addition, the radius at which σlos is measured is typically modest compared to that of spirals. Nevertheless, adopting the velocity dispersion measured at the three-dimensional (3D) half-light radius minimizes the uncertainty due to orbital anisotropy (Wolf et al. 2010) and provides a lower limit on the characteristic circular velocity at larger radii. Moreover, the velocity dispersion profiles of the well-observed classical dwarfs tend to be rather flat (Walker et al. 2007), so this is the best available estimator of the gravitational potential. The circular velocities calculated in this manner are listed in Table 1. We also tabulate other useful quantities, computed here or collected from the literature, in Tables 1 and 2.

Table 1. Baryonic Tully–Fisher Data and Residuals

Dwarf D Vc ϒV* log Mb log Fb [Fe/H] δ[Fe/H] Refs.
Carina 101 ± 5 11.1 ± 0.4 1.0 5.64 ± 0.41 −0.18 −1.80 0.30 1,3,10,12
Draco 76 ± 5 17.5 ± 0.9 1.5 5.50 ± 0.42 −1.12 −1.99 0.32 1,4,10,12
Fornax 138 ± 8 18.5 ± 0.3 1.1 7.27 ± 0.42 0.55 −1.29 0.46 1,3,10,12
Leo I 250 ± 30 15.5 ± 0.7 0.9 6.65 ± 0.42 0.24 −1.31 0.25 1,5,10,12
Leo II 205 ± 12 11.4 ± 0.8 1.4 6.03 ± 0.42 0.16 −1.74 0.23 1,6,10,12
Sculptor 79 ± 4 15.5 ± 0.3 1.4 6.56 ± 0.42 0.14 −1.81 0.34 1,3,10,12
Sextans 86 ± 4 12.3 ± 0.5 1.3 5.89 ± 0.42 −0.13 −2.07 0.36 1,3,10,12
Ursa Minor 66 ± 3 20.0 ± 1.1 1.5 5.76 ± 0.43 −1.09 −2.03 0.32 1,4,10,12
Boötes I 66 ± 3 15.7 ± 3.9 1.1 4.49 ± 0.41 −1.94 −2.50 ... 1,7,11,12
Canes Ven. I 218 ± 10 13.2 ± 0.8 1.3 5.48 ± 0.41 −0.66 −2.08 0.46 1,8,11,12
Canes Ven. II 160 ± 4 7.9 ± 1.8 1.0 3.90 ± 0.45 −1.35 −2.19 0.58 1,8,11,12
Coma Ber. 45 ± 4 8.0 ± 1.4 1.3 3.68 ± 0.45 −1.58 −2.53 0.45 1,8,11,12
Hercules 132 ± 12 8.9 ± 1.6 1.0 4.05 ± 0.43 −1.39 −2.58 0.51 1,8,11,12
Leo IV 160 ± 15 5.8 ± 3.0 1.0 3.94 ± 0.46 −0.75 −2.58 0.75 1,8,11,12
Leo T 407 ± 38 13.5 ± 2.8 1.3 5.92 ± 0.40 −0.25 −2.02 0.54 1,8,12
Segue 1 28 ± 2 7.4 ± 2.0 1.8 2.78 ± 0.50 −2.35 −3.30 0.50 1,9,11,12
Ursa Major I 97 ± 4 13.1 ± 1.8 1.4 4.29 ± 0.42 −1.83 −2.29 0.54 1,8,11,12
Ursa Major II 36 ± 5 11.7 ± 2.5 1.4 3.75 ± 0.45 −2.17 −2.44 0.57 1,8,11,12
Willman 1 43 ± 7 6.9 ± 1.6 1.5 3.18 ± 0.50 −1.84 ... ... 1,11,12
And I 57 ± 24 18.4 ± 1.9 1.3 6.77 ± 0.40 0.06 −1.45 0.37 2,12
And II 194 ± 18 12.6 ± 1.4 1.3 7.09 ± 0.41 1.03 −1.64 0.34 2,12
And III 75 ± 24 8.1 ± 3.1 1.3 6.11 ± 0.42 0.82 −1.78 0.27 2,12
And VII 215 ± 35 16.8 ± 2.8 1.3 7.37 ± 0.42 0.82 −1.40 0.30 2,12
And X 109 ± 37 6.8 ± 2.1 1.3 5.29 ± 0.45 0.32 −1.93 0.11 2,12
And XIV 186 ± 87 9.4 ± 2.3 1.3 5.37 ± 0.45 −0.16 −2.26 0.31 2,12

Notes. Columns: (1) name of the dwarf satellite; (2) the distance of the dwarf from the center of its host in kpc; (3) the circular velocity (Equation (1)) in km s−1; (4) the V-band stellar mass-to-light ratio (in M/L) assumed to compute baryonic mass; (5) the logarithm of the baryonic mass (Mb = ϒV*LV) in M; (6) the logarithm of the deviation from the BTFR (Equation (2)): Fb = Mb/(45V4c); (7) the mean metallicity; (8) the width of the metallicity distribution; (9) the source of the data. References. Distances and kinematic data: (1) Wolf et al. 2010; (2) Kalirai et al. 2010. Metallicity data: (3) Helmi et al. 2006; (4) Winnick 2003; (5) Koch et al. 2007c; (6) Koch et al. 2007a; (7) Martin et al. 2007; (8) Kirby et al. 2008; (9) Geha et al. 2009. Stellar mass-to-light ratios: (10) Mateo et al. 1998; (11) Martin et al. 2008a. Baryonic mass and BTFR residuals: (12) this work.

Download table as:  ASCIITypeset image

Table 2. Dwarf Tidal Radii and Ellipticities

Dwarf r1/2 $r_{t,\rm phot}$ rt,D rt,M γ epsilon Refs.
Carina 334 ± 37 846 ± 106 4220 ± 380 1230 ± 250 10 ± 5 0.33 ± 0.05 1,6,11
Draco 291 ± 14 997 ± 13 4520 ± 360 840 ± 150 6.9 ± 2.9 0.31 ± 0.02 1,7,11
Fornax 944 ± 53 2854 ± 161 10350 ± 720 5890 ± 1160 22 ± 10 0.31 ± 0.03 1,6,11
Leo I 388 ± 64 850 ± 63 10230 ± 1680 6660 ± 1710 100 ± 62 0.21 ± 0.03 1,6,11
Leo II 233 ± 17 556 ± 28 6170 ± 540 3400 ± 610 78 ± 33 0.13 ± 0.05 1,6,11
Sculptor 375 ± 54 1758 ± 115 4660 ± 510 1940 ± 360 17 ± 8 0.32 ± 0.03 1,6,11
Sextans 1019 ± 62 4000 ± 1250 5900 ± 390 1270 ± 230 2.0 ± 0.9 0.35 ± 0.05 1,6,11
Ursa Minor 588 ± 58 1495 ± 171 5640 ± 490 890 ± 180 2.6 ± 1.3 0.56 ± 0.05 1,6,11
Boötes I 321 ± 28 860 3920 ± 710 330 ± 60 1.5 ± 0.6 0.39 ± 0.06 1,7,11
Canes Ven. I 736 ± 47 3000 10400 ± 770 2350 ± 370 8.0 ± 3.0 0.39 ± 0.03 1,7,11
Canes Ven. II 97 ± 16 500 3060 ± 570 510 ± 150 17 ± 11 0.52+0.10−0.11 1,7,11
Coma Ber. 100 ± 13 240 1300 ± 220 120 ± 30 1.9 ± 1.1 0.36 ± 0.04 1,8,11
Hercules 304 ± 26 1500 4240 ± 670 480 ± 120 2.8 ± 1.6 0.67 ± 0.03 1,9,11
Leo IV 151 ± 39 700 2870 ± 1140 530 ± 150 9 ± 7 ≲0.15 1,10,11
Leo T 152 ± 21 568 ± 118 9470 ± 1810 6180 ± 1000 137 ± 23 0.29+0.12−0.14 1,7,11
Segue 1 38 ± 9 160 630 ± 150 38 ± 12 1.4 ± 0.7 0.48+0.10−0.13 1,7,11
Ursa Major I 415 ± 60 1400 4940 ± 690 420 ± 70 1.4 ± 0.7 0.80 ± 0.04 1,7,11
Ursa Major II 183 ± 33 500 1730 ± 400 103 ± 28 0.6 ± 0.4 0.63+0.03−0.05 1,7,11
Willman 1 33 ± 8 110 780 ± 210 79 ± 28 5.3 ± 4.6 0.47 ± 0.08 1,7,11
And I 900 ± 75 2530 ± 230 25500 ± 2400 17200 ± 1600 118 ± 40 0.22 ± 0.04 2,3,11
And II 1659 ± 53 4170 ± 200 22300 ± 1800 19200 ± 1900 56 ± 20 0.20 ± 0.08 2,3,11
And III 638 ± 77 2120 ± 360 13300 ± 3600 10500 ± 1200 94 ± 43 0.52 ± 0.02 2,3,11
And VII 1050 ± 60 4600 ± 430 25700 ± 3200 27900 ± 3300 193 ± 83 0.13 ± 0.04 2,3,11
And X 448 ± 8 1480 ± 150 10000 ± 2100 5200 ± 800 56 ± 32 ... 2,4,11
And XIV 461 ± 155 1010 ± 200 14500 ± 4200 6900 ± 1300 81 ± 64 0.31 ± 0.09 2,5,11

Notes. All radii are in parsecs. Columns: (1) name of the dwarf satellite; (2) the deprojected 3D half-light radius; (3) the photometric tidal radius, cases lacking error bars are approximate estimates only; (4) the tidal radius with dark matter from Equation (4) with m = M1/2; (5) the tidal radius in MOND from Equation (5) with m = Mb; (6) the number of orbits a star at the deprojected half-light radius completes for every orbit of the dwarf about the host (Equation (6)); (7) the ellipticity (epsilon = 1 − b/a) of the dwarf as projected on the sky; (8) The source of the data. References. Deprojected half-light and photometric tidal radii: (1) Wolf et al. 2010; (2) Kalirai et al. 2010; (3) McConnachie & Irwin 2006; (4) Zucker et al. 2007; (5) Majewski et al. 2007. Ellipticity data: (6) Mateo 1998; (7) Martin et al. 2008a; (8) Muñoz et al. 2010; (9) Sand et al. 2009; (10) Sand et al. 2010. Tidal radii with dark matter and MOND and γ: (11) this work.

Download table as:  ASCIITypeset image

3. INTERPRETATIONS

Provided with estimates of the baryonic masses and circular velocities of the Local Group dwarf satellites, we can include them in the BTFR. Figure 1 shows the BTFR with the Local Group dwarfs together with bright spirals (McGaugh 2005) and gas-rich, late-type disks (Stark et al. 2009; Trachternach et al. 2009). The latter provides a calibration of the BTFR that is largely independent of the IMF (Stark et al. 2009). The best-fit slope is not meaningfully different from 4, so fixing the slope to this value and combining the gas-rich galaxy data of Stark et al. (2009) and Trachternach et al. (2009) leads to

Equation (2)

with A = 45 ± 10 M km−4 s4 (McGaugh et al. 2010). Figure 1 also shows the residuals after dividing out Equation (2). The residual Fb = Mb/(AV4c) is the fraction of baryons a galaxy has relative to the expectation of the BTFR.

Figure 1.

Figure 1. Masses and circular velocities of galaxies: the Baryonic Tully–Fisher Relation (left panel) and residuals from the BTFR (right panel) obtained by dividing out Equation (2) (lines). Gray circles are rotating disk galaxies. Dark gray points are star-dominated spirals (McGaugh 2005) while light gray points are gas-dominated disks (Stark et al. 2009; Trachternach et al. 2009). The circular velocities of non-rotating galaxies are estimated as $V_c = \sqrt{3} \sigma _{\rm los}$ (Equation (1)). Large blue squares are the classical dwarf spheroidals and the small green squares are the ultrafaint dwarfs as tabulated by Wolf et al. (2010). Leo T is the only dwarf spheroidal with gas; it is marked as a light blue star. Red triangles are the M31 dwarfs (Kalirai et al. 2010).

Standard image High-resolution image

The Local Group dwarfs diverge systematically from the BTFR. Figures 2 and 3 show their residuals as functions of various quantities. Correlations are apparent with both luminosity and ellipticity, with fainter and less round dwarfs lying farther from the BTFR established for disk galaxies. The residuals also correlate with size, surface brightness, and metallicity. In these cases, the correlation is not as strong as with luminosity and appears simply to follow from the fact that these quantities correlate with luminosity themselves. The residuals correlate only weakly with current galactocentric distance, though there is a clear trend among the ultrafaint dwarfs of the MW. This suggests a possible role for the orbits of the dwarfs.

Figure 2.

Figure 2. Residuals from the BTFR correlate with luminosity (top left), size (top right), surface brightness (bottom left), and metallicity (bottom right) in the sense that the faintest, smallest, dimmest, and most metal-poor dwarfs deviate farthest from the BTFR. Symbols as per Figure 1.

Standard image High-resolution image
Figure 3.

Figure 3. Residuals from the BTFR correlate with indicators of environmental and tidal influence such as distance from the host galaxy (top left), shape (as measured by the projected ellipticity of the dwarf, top right), the combination of luminosity and distance found by Bellazzini et al. (1996, bottom left), and a measure of the dwarfs' susceptibility to tidal influences (bottom right; Equation (3)). The most deviant objects tend to be the closest (especially among the ultrafaint dwarfs) and least spherical. Leo T falls off the right edge of the top left plot with D = 407 kpc. Symbols as per Figure 1.

Standard image High-resolution image

Bellazzini et al. (1996) found a correlation of the surface brightnesses of dSph satellites with the combination of distance and absolute magnitude |MV| + 6.4log(D). They argued that this suggested a role for environmental influences in shaping the structure of the dwarfs. We find that this combination of luminosity and absolute magnitude also correlates with the degree of deviation form the BTFR (Figure 3). Indeed, it extends to include the ultrafaint dwarfs, which of course were not known at the time that Bellazzini et al. (1996) identified this quantity as relevant.

Bellazzini et al. (1996) further define a dimensionless tidal force FT,D as an indicator of the potential importance of the gravity of the host galaxy on its satellites. For spherical masses in circular orbits,

Equation (3)

Other mass distributions follow the same dimensional behavior. In Equation (3), m is the mass of the satellite and r is its size while M is the mass of the host and D is the radius of the orbit. In Figure 3, we use the deprojected 3D half-light radius r1/2 as a measure of each dwarf's size, and set m = Mb and Mhost = V2D/G where V is the orbital velocity at the present location of the satellite. For the MW, we use the model rotation curve of McGaugh (2008) for the orbital velocity, which is typically ∼190 km s−1 at the distance of most of the dwarfs (see also Xue et al. 2008). For M31, we use VM31 = 250 km s−1 (Chemin et al. 2009). The larger FT,D, the more susceptible a satellite is to the gravitational influence of its host. We find that the deviation from the BTFR correlates with FT,D, a point we examine in greater detail in Sections 3.3 and 3.4.

3.1. Accuracy

At first glance, the dwarfs follow the same trend as the spirals, just with larger scatter. Our first concern is therefore whether the data are accurate enough to falsify the null hypothesis that all of the dwarf spheroidals are consistent with the BTFR. The classical dwarfs, for which the data are best, adhere fairly well to the BTFR. Indeed, Carina, Fornax, Leo I, Leo II, Sculptor, and Sextans follow the BTFR as well as rotating disks do.

The M31 dwarfs also lie near to the BTFR, albeit with larger scatter. Three (And I, X, and XIV) are consistent with the BTFR while the other three from the Kalirai et al. (2010) sample (And II, III, and VII) sit somewhat above it. This might happen if Equation (1) understates the circular velocity. The kinematic data we adopt for the M31 dwarfs are very recent. If we look back to a time when the data for the classical dwarfs were in a similarly early state, their scatter goes up (Gerhard & Spergel 1992; Milgrom 1995). We therefore consider the M31 satellites to be broadly consistent with the BTFR, given the uncertainties. And II is the most deviant case, being about 2σ away. This is the situation for the most recent measurement, σlos = 7.3 ±  0.8 km s−1 (Kalirai et al. 2010). This case illustrates the modest yet important way in which the data can evolve. If we adopt σlos = 9.3 ± 2.7 km s−1 as measured by Côté et al. (1999), no discrepancy with the BTFR is inferred.

The majority of the MW ultrafaint dwarfs, together with Draco and Ursa Minor, lie systematically below the BTFR. Not all of the recently discovered dwarfs deviate. Canes Venatici I, Leo T, and Leo IV are all consistent with the BTFR within the errors. However, Bootes I, Canes Venatici II, Coma Berenices, Segue 1, Ursa Major I, Ursa Major II, and Willman 1 all deviate substantially and significantly (>2σ) from the BTFR. This corresponds to deviation by at least an order of magnitude (F−1b>10). If a population of as-yet undiscovered ultrafaint dSphs exist with large dispersions and extremely low surface brightnesses (Bovill & Ricotti 2009; Bullock et al. 2010), we expect them to deviate still farther from the BTFR.

Hercules is an interesting case. It either deviates or it does not, depending on which published velocity dispersion we adopt. For consistency with Wolf et al. (2010), we use here the velocity dispersion σlos = 5.1 ± 0.9 km s−1 found by Simon & Geha (2007). For this σlos, Hercules deviates substantially from the BTFR, being off by a factor Fb−1 ≈ 25 in mass, with a 68% confidence interval 7 < F−1b < 45. Put this way, it would seem safe to say that it deviates by an order of magnitude. However, if instead we adopt the more recent measurement4 of σlos = 3.7 ± 0.9 km s−1 reported by Adén et al. (2009), we find F−1b ≈ 7 with a 68% confidence interval 0.2 < F−1b < 13. The central value again deviates by a large factor, and the uncertainties in the two measurements overlap. However, the ±1σ boundaries now encompass the BTFR, so we would no longer consider this to be a deviant case.

The case of Hercules illustrates an important point. A small and formally consistent difference (1.4 ± 1.3 km s−1 in this case) can have an impact on how we perceive the results under consideration here. It is therefore important to take the formally significant deviations with a grain of salt. This is a rapidly evolving field; even with heroic efforts the velocity dispersion data for the ultrafaint dwarfs are not of the same quality as those for the classical dwarfs, nor can they be given the small number of stars in these systems.

Given the cautionary tale of Hercules, one possible interpretation is that there are no real deviations from the BTFR. This hypothesis predicts that the scatter will decrease as the data improve, with the more deviant cases migrating toward the BTFR. There is room to improve the data by weeding out nonmember stars (Serra et al. 2009) and binaries (Minor et al. 2010), both of which inflate σlos. Measuring proper motions to constrain anisotropies will give a more accurate assessment of Vc (e.g., Strigari et al. 2007). Of course, we must also consider the degree to which it is appropriate to compare σlos measured at small radii in dwarfs to Vc measured at large radii in disk galaxies.

There are substantial difficulties with attributing all deviations from the BTFR to errors. One is their sheer magnitude: the discrepancies Fb are an order of magnitude in some cases, and two orders of magnitude for some of the ultrafaint dwarfs. In the most extreme case, Segue 1, F−1b ≈ 230. To place this object on the BTFR would require that its baryonic mass increase by this factor. Alternatively, since the BTFR is steep, a reduction in the observed σ = 4.3 ± 1.1 km s−1 (Geha et al. 2009) to σlos = 1.1 km s−1 would also suffice. While a 3σ change may be conceivable in one object, it would have to happen in numerous cases. Moreover, the residuals are asymmetric: many more systems have Fb < 1 than Fb>1. This asymmetry is larger than indicated by the formal errors, though we caution that the errors are asymmetric in the same sense. As always, a systematic error could be responsible, such as the inflation of σlos by binaries. Any such systematic would have to similarly affect many different objects observed by a number of independent groups while not affecting the objects that do adhere to the BTFR.

Another problem with attributing deviations from the BTFR entirely to uncertainties is that the residuals correlate with the physical properties of the dwarfs (Figures 2 and 3). It seems unlikely that the observed correlations are mere flukes. If not, they will persist as data continue to accumulate.

3.2. Gas Removal

If the BTFR is a property shared by isolated galaxies when initially formed, we might seek to reconcile the Local Group satellites with it by extracting baryons before they form stars. Mechanisms to do this come in a variety of flavors. In this section, we consider astrophysical effects that systematically suppress the cooling or retention of gas in dwarfs.

3.2.1. Cosmic Reionization

The reionization of the universe at z>6 is one mechanism by which the formation of stars in low-mass halos might be suppressed. Reionization heats the gas, inhibiting further star formation in small halos (Vc ≲ 20 km s−1 at the time of reinoization: see, e.g., Bullock et al. 2000; Kravtsov 2010). Halos that remain this small may never experience further star formation, persisting as "fossil" dwarfs containing only ancient stars (Ricotti & Gnedin 2005; Bovill & Ricotti 2009).

The results of simulations (Crain et al. 2007; Hoeft & Gottloeber 2010) are compared to the data in Figure 4. Here, we plot the detected baryon fraction, which is the fraction of baryons fd = Mb/(fbM500) that are detected in any given halo relative to the cosmic baryon fraction fb (McGaugh et al. 2010). Note that fd differs from the BTFR residual Fb.

Figure 4.

Figure 4. Detected baryon fractions fd = Mb/(fbM500) (McGaugh et al. 2010) of galaxies (symbols as per Figure 1) fall well below the cosmic baryon fraction fb (dotted line). The ultrafaint dwarfs appear to follow a steeper relation than the BTFR (thin solid line): the dashed line is the fit from McGaugh et al. (2010) before the M31 data (Kalirai et al. 2010) were available. The heavy solid lines illustrate the expected effects of cosmic reionization (descending line: Crain et al. 2007; Hoeft & Gottloeber 2010, S-shaped line). This alone cannot simultaneously explain both dwarfs and disks.

Standard image High-resolution image

Reionization models like those of Crain et al. (2007) and Hoeft & Gottloeber (2010) result in a sharp truncation of the cold baryon content of halos at a particular mass scale. Above this mass scale, reionization does nothing to prevent the baryons from cooling and forming stars. In contrast, the data deviate smoothly and gradually from the universal baryon fraction, not abruptly as suggested by models consisting of reionization only. Thus, while the model of Crain et al. (2007) appears to work well for Vc < 20 km s−1, it does not explain dwarf irregulars with Vc ≳ 30 km s−1. At this slightly larger scale, reionization is not expected to impede the condensation of cool gas and subsequent star formation, yet the mass of baryons detected in the form of stars and cold gas is an order of magnitude shy of the cosmic baryon fraction.

We might suppose that there is some fundamental difference between dSph and dIrr galaxies that separately determines their location in Figure 4. However, the continuity of the BTFR to most of the classical dwarf spheroidals suggests a common origin. It appears that physics beyond reionization is needed to explain the observed trend in detected baryon fraction fd with halo mass.

Reionization might act in addition to whatever physics drives the main trend in Figure 4 by causing a sharp low-velocity5 cutoff. This might explain the residual correlation with luminosity exhibited by the ultrafaint dwarfs (at least those with LV < 105L in Figure 2). However, it does nothing to explain the trend of the residuals with ellipticity (Figure 3).

3.2.2. Stellar Feedback

Stellar feedback is frequently invoked as a mechanism to remove gas from galaxies or inhibit its accretion in the first place. Intense radiation from young stars (perhaps Population III stars at early times, e.g., Ricotti & Ostriker 2004) may heat the surrounding gas and prevent its infall. Winds driven by supernovae following intense bursts of star formation may impart sufficient mechanical energy into the interstellar medium to sweep up and expel substantial amounts of gas (e.g., Mac Low & Ferrara 1999a; Gnedin & Zhao 2002). In either case, the prodigious energy produced by massive, short-lived stars is invoked to alter the global properties of galaxies.

These ideas go back to at least Dekel & Silk (1986) and have been invoked many times (e.g., Mac Low & Ferrara 1999b; Natarajan 1999; Efstathiou 2000; van den Bosch 2000; Mayer & Moore 2004; Ricotti & Gnedin 2005; Mashchenko et al. 2008; Dutton & van den Bosch 2009; Governato et al. 2010; Sawala et al. 2010). One appealing aspect of this picture is that the energy injected by star formation events depends on the local star formation efficiency, while the ability of a halo to retain baryons depends on the depth of its potential well. It is therefore natural to expect a trend like that seen in Figure 4 with the retained baryon fraction increasing with halo mass. Star formation happens in a local way, but global baryon retention becomes increasingly difficult in smaller galaxies. When the potential well becomes very shallow, as is the case for dwarf spheroidals, stochastic effects may come to dominate completely such that Fb varies widely at a given Vc.

While qualitatively attractive, quantitative implementation of feedback in realistic simulations is notoriously difficult (e.g., Governato et al. 2010). The gas physics is uncertain, and even the depth of the potential well is unclear. In the ΛCDM structure formation paradigm, large galaxies are constructed from the mergers of smaller ones. The trend of fd with potential well depth only follows naturally if most of the star formation activity responsible for the feedback takes place after the establishment of the bulk of the potential well depth as indicated by the circular velocity measured now. If instead much of the action occurs in small protogalactic clumps before the establishment of the large halos we imagine to retain the gas, it becomes less obvious that the ultimate potential well depth is relevant. Indeed, as our nearest examples of the fossils of protogalactic clumps, the large scatter in luminosity and fd at a given mass exemplified by the dwarf spheroidals more nearly represents the stochastic mess that we would naturally expect from this process.

Given that stellar feedback is a stochastic process, any relation that it establishes will likely have a great deal of scatter. In the context of the Local Group dwarfs, this is quite reasonable: there is a lot of scatter about the BTFR (Figure 1). This does not persist to larger masses (Vc>30 km s−1). For the gas-dominated late-type disks populating Figure 4 (Stark et al. 2009; Trachternach et al. 2009), the data are consistent with a relation with nearly zero intrinsic width. These data already place an uncomfortably tight limit on the triaxiality of dark matter halos (Trachternach et al. 2009; Kuzio de Naray et al. 2009); there is not much room for additional stochastic effects.

Note also that rotating galaxies adhere to the BTFR regardless of their gas fraction (Anderson & Bregman 2010). This is contrary to the natural expectation of feedback scenarios in which galaxies that have converted more gas into stars have experienced more star formation and hence more feedback. For the dwarf spheroidals, the increased scatter about the BTFR could be the signature of a stochastic effect, if not for the fact that the residuals are not random as they correlate with other physical properties (Figures 2 and 3; see also Walker et al. 2010).

Recent simulations (e.g., Stinson et al. 2009; Salvadori & Ferrara 2009; Sawala et al. 2010) of low mass galaxies appear to do a reasonable job of reproducing some of their observed properties. It will be interesting to see if they are equally successful in matching the correlations of residuals from the BTFR. The correlations with luminosity and metallicity may indeed follow, as the chaos of feedback can easily lead to a wide range of luminosity at a given halo mass, and supernova winds may carry away much of the metals they produce. The correlation with ellipticity and tidal susceptibility is less obviously explicable in this way.

3.2.3. Ram Pressure Stripping

Another mechanism capable of removing cold gas before it can form stars is ram pressure stripping. In this hypothesis, the initial condition is gas-rich galaxies that adhere to the BTFR. As these objects fall into larger structures like the halo of the MW, hot gas in the host's halo ablates the cold gas of the infalling satellites. The resulting object is underluminous with respect to the BTFR because many baryons were removed before they could form stars.

The Magellanic stream may provide an example of this process in progress (Mastropietro et al. 2009), though tidal effects might also suffice (Connors et al. 2006; Stanimirović et al. 2008). Certainly it is striking that all of the nearby (D < 250 kpc) dwarf spheroidals are devoid of gas (e.g., Grcevich & Putman 2009). Provided that there is sufficient hot gas in the halo, ram pressure stripping should occur.

In this hypothesis, we associate the stripping of the cold gas baryons with the epoch when the object fell into the larger structure. The galaxies that fell in first would have had the least opportunity to form stars and would have lost the most gas. This has two potentially testable consequences. First, the amount by which a dwarf deviates from the BTFR is an indicator of the infall epoch. The earlier it fell in, the sooner gas was stripped and star formation truncated. Second, because of the truncation of star formation, the age of the stars should also correlate with the factor by which the dwarf deviates. Dwarfs that fell in early should contain only old stars. A natural corollary is that the stars in the first dwarfs to fall in should be low metallicity. Indeed, since these objects would have had little time to self-enrich, we would expect the [α/Fe] ratios to be enhanced while [Fe/H] is low. We would thus expect [α/Fe] to correlate with the residuals Fb.

The degree of deviance Fb should reflect the order of infall. The dwarfs that deviate most presumably do so because they fell in earliest. If this holds, then Segue 1 and Ursa Major II fell in first, followed by Willman 1, Boötes I, Ursa Major I, and Coma Berenices. Hercules, Canes Venatici, Draco, and Ursa Minor are relative newcomers, while Leo T, which is the only MW dSph with detectable HI gas, has yet to be stripped.

The prediction that deviance correlates with infall time is not perfect, as it depends on the star formation history of the dwarf prior to infall. An object that converted most of its cold gas into stars quickly before infall would not deviate much from the BTFR even if the infall were relatively early. However, no star formation can persist after ram pressure stripping is complete. We do therefore expect the dwarfs composed of the oldest stars to be the first to have fallen in.

An interesting corollary has to do with the epoch of most recent star formation. Some of the classical dwarfs have had complex star-forming histories (Grebel 1997) and are not composed solely of ancient stars. In some cases, the last episode of star formation is rather recent (e.g., Grebel 1997; Hernandez et al. 2000; Dolphin 2002; Helmi 2008; Martin et al. 2008b; Tolstoy et al. 2009). This has been a puzzle, since, with the exception of Leo T, none of these objects contain substantial quantities of cold gas at present. The truncation of star formation by infall predicted by the ram pressure stripping hypothesis provides a natural explanation for this puzzle. The dwarfs with recent star formation episodes are merely the most recent to have fallen in and had their gas stripped away.

For this process to be generic, the halos of host galaxies need to contain a good deal of hot gas. Grcevich & Putman (2009) infer a density of hot gas n>2 × 10−4 cm−3 out to at least 70 kpc around the MW in order for ram pressure stripping to have effectively ablated the local population of dwarf spheroidals. In contrast, Anderson & Bregman (2010) place a limit n < 7 × 10−5 cm−3 at 50 kpc based on pulsar dispersion measures toward the LMC and other methods. This would not be enough for ram pressure stripping to have played a major role in shaping the history of satellite dwarfs. The mass and extent of the hot gas halos around spiral galaxies is an important but ill-constrained piece of the puzzle.

The effects of ram pressure stripping are not limited to the small scales of interest here. It is observed to affect spiral galaxies falling into rich clusters (e.g., Chung et al. 2009). If this mechanism causes dwarf spheroidals to deviate from the BTFR in the Local Group, we might expect it to have the same effect on spirals in clusters. However, this is not observed (Guhathakurta et al. 1988; Chung et al. 2009). Since hot gas is definitely present in rich clusters, and cold gas is observed to be stripped from spirals there, one might expect the effect to be more pronounced in clusters rather than less. However, stellar mass dominates the baryon content of the infalling spirals, which typically have modest gas fractions (∼0.1–0.2). This might suffice to mask the effect, though an investigation of the impact of different environments on the BTFR would clearly be interesting.

Ram pressure stripping potentially provides a good way to strip gas at an appropriate time to allow for recent star formation in some dwarf spheroidals that possess no cold gas now. It would naturally account for the correlation of BTFR residuals with luminosity and metallicity if enough gas is stripped. It does not, by itself, provide an obvious explanation for the correlation with ellipticity and tidal susceptibility. These are features of the stellar distribution that are difficult to explain with any mechanism that acts solely on the gas.

3.3. Stellar Stripping

Tides are a mechanism that acts on the stars directly. The correlation of BTFR residuals with ellipticity and tidal susceptibility as well as with luminosity would occur naturally if some of a dwarf's original stars have been stripped away by tidal perturbations as it orbits the MW. Under this hypothesis, the deviant dwarfs originally adhered to the BTFR, but have had much of their original luminosity removed. Much of the stellar halo of the MW might have been built up this way through hierarchical merging (Johnston 1998; Bullock & Johnston 2005).

Analyses of the dynamics of the dwarf spheroidals typically assume spherical symmetry. The large ellipticities of many of the dwarfs call this assumption into question. It is manifestly untrue in Canes Venatici II, Ursa Minor, Ursa Major I and II, and Hercules, all of which have epsilon ≳ 0.5. In this context, it is important to determine whether some dwarfs show dynamical evidence of disruption (e.g., Muñoz et al. 2008, 2010).

The fact that the degree of deviation from the BTFR correlates with ellipticity (Figure 3) may be a clue that tidal disruption is playing a role. A further clue is provided by Figure 5, which shows that the ellipticity of the dwarfs also correlates with distance from their host. While we do not expect all dwarf spheroidals to be perfectly round, neither do we expect their intrinsic shape to depend on distance unless some environmental factor is playing a role (see also Bellazzini et al. 1996).

Figure 5.

Figure 5. Ellipticity of Local Group dwarf spheroidals as a function of distance from their host galaxy. Symbols as per Figure 1. The open square is Sagittarius (Ibata et al. 1997). Leo T (epsilon = 0.29 at D = 407 kpc) falls off the right edge of the plot.

Standard image High-resolution image

If ellipticity is an indicator of tidal disruption then the correlation of deviations with luminosity follows naturally (cf. Piatek & Pryor 1995; Muñoz et al. 2008). The more disrupted a galaxy, the more elliptical it becomes, and the more stars it has lost. The more stars a dwarf has lost, the further it deviates from the BTFR. An obvious observational test of this hypothesis would be to search for streams associated with the deviant dwarfs (e.g., Muñoz et al. 2005; Fellhauer et al. 2007; Sales et al. 2008; Newberg et al. 2010). The age and metallicity of stars in these streams should be consistent with having been drawn from the distribution present in the parent body.

Sagittarius is one example where this has clearly happened. It is now out of equilibrium, so we would not expect it to reside on the BTFR. If we adopt a luminosity of ∼2 × 107L (Mateo et al. 1996), the BTFR predicts σlos ∼ 16 km s−1, somewhat larger than the observed ∼11 km s−1 (Ibata et al. 1997; Bellazzini et al. 2008). Given the uncertainties, it is not obvious that this constitutes a significant discrepancy. However, if the larger total luminosity estimate (∼108L) of Niederste-Ostholt et al. (2010) is correct, then Sagittarius should initially have had σlos ∼ 24 km s−1. We need to understand how luminosity and velocity dispersion evolve as disruption takes place.

A satellite in orbit around a much larger parent galaxy is obviously subject to tidal disruption (Johnston 1998), but it is less obvious how σlos will evolve as mass is stripped (see, e.g., Klimentowski et al. 2009; Łokas et al. 2010). Naively, we would expect the initial stripping to primarily affect the outer dark halo first. Stars would not be stripped in significant numbers until much of the dark halo was already gone (Peñarrubia et al. 2008).

We can be more quantitative about the propensity of a dwarf to be stripped by returning to the subject of tidal susceptibility (Equation (3)). It is conventional to define the tidal radius (Keenan 1981a, 1981b) as

Equation (4)

This is approximately the radius where a star contained in a satellite of mass m is subject to being lost to the host mass M, though the details depend on the orbit. Equation (4) implicitly assumes circular orbits; eccentric orbits are most susceptible to tidal stripping near pericenter where $D \rightarrow \mathit {a}(1-\mathit {e})$ (where $\mathit {a}$ is the semi-major axis and $\mathit {e}$ is the eccentricity of the orbit). Equation (4) provides an estimate for when stripping may occur, bearing in mind that the current galactocentric distances of the dwarfs could be larger than their pericenter distances.

Figure 6 shows the sizes of the dwarfs in terms of tidal radii. For a star orbiting at the deprojected 3D half-light radius, we set m = M1/2 = 3σ2losr1/2/G (Wolf et al. 2010). The distance D is the galactocentric distance of each dwarf from its host, and the mass of the host is the mass contained within D: M = V2D/G. For the MW, we use VMW(D) from McGaugh (2008) while for M31 we assume that a constant velocity suffices at the location of the M31 dwarfs and adopt VM31 = 250 km s−1 (Chemin et al. 2009).

Figure 6.

Figure 6. Residuals from the BTFR (symbols as per Figure 1) plotted against the ratio of half-mass radius to tidal radius in the case of dark matter (left) and MOND (right). The plots are scaled identically. The tidal radius depends on the masses of satellite and host (Equations (4) and (5)). Masses are computed dynamically for the case of dark matter (left: m = M1/2) and using only baryonic mass in the case of MOND (right: m = Mb). The arrow marks the location where the average photometric tidal radius equals the computed tidal radius. In the case of MOND, the location where dwarfs deviate form the BTFR corresponds well to the observed photometric tidal radius, and the amount of deviation correlates with the size of a dwarf relative to its MONDian tidal radius.

Standard image High-resolution image

The tidal radii of the dwarfs are typically an order of magnitude or more larger than their half-light radii. By this criterion, the stars of all the dwarfs are safely cocooned deep inside their dark matter halos and are in no danger of being stripped (Peñarrubia et al. 2009). The vast majority of the dark matter must be tidally stripped before the stars become exposed to stripping (Peñarrubia et al. 2008). It therefore appears that these dwarfs should not currently be losing stars. This is somewhat surprising, given the large deficit Fb of some of these dwarfs, and the correlation with tidal susceptibility seen in Figure 3.

Photometric tidal radii are less certain than the deprojected 3D half-light radius plotted in Figure 6, but correlate very well with it. On average, rt,phot = (3.1 ± 0.8)r1/2 for the dwarfs with photometrically well measured tidal radii. We mark this location in Figure 6. The mean size of the dwarfs is only r1/2 = 0.06rt,D. To bring the photometric tidal radii into agreement with the dynamical tidal radii computed with Equation (4) would require an adjustment to the mass of nearly 2 orders of magnitude: m ≈ 0.01 M1/2. This seems like a lot to ask, but there are several possibilities.

First, M1/2 may be overestimated because the disrupting systems are not in equilibrium. The true mass might be less, allowing tidal escape. In this case, the velocity dispersion is artificially inflated by escaping stars. Though qualitatively attractive, this effect is probably not large enough. From numerical simulations, Łokas et al. (2010) estimate that the inflation of the velocity dispersion due to stripping should result in an overestimate in mass of at most 60%. Nevertheless, one can imagine that the amount of dark matter is less than it might seem.

In this context, it is worth noting that at least some dark matter is required. Equation (4) differs from Equation (3) only by a factor of 31/3, yet the result in the left panel of Figure 6 differs from that in the lower right panel of Figure 3 because there we set m = Mb. Dwarfs lacking in dark matter are quite susceptible to tidal influences (Kroupa 1997). Indeed, using the baryonic mass Mb in place of the dynamical mass M1/2 in Equation (4) results in tidal radii that are much smaller than the observed half-light radii. If this were the case, the dwarfs should have disintegrated long ago.

A second possibility is that M1/2 is correct and the observed dwarfs are not yet the parents of any streams. The streams observed in the halo would have been produced by the dissolution of other dwarfs. These objects dissolved in the past and are now completely gone. While this may have happened, it does nothing to explain the deviations Fb, nor their correlation with ellipticity.

A third possibility is that the orbits of the dwarfs are highly radial, a situation that is widely expected in ΛCDM (e.g., Bullock & Johnston 2005; Klimentowski et al. 2009; Peñarrubia et al. 2009; Łokas et al. 2010; Sales et al. 2010). If we replace D with $\mathit {a}(1-\mathit {e})$, rt,D shrinks as $\mathit {e} \rightarrow 1$. To explain Figure 6, we need the deviant dwarfs to be on orbits with $\mathit {e} \gtrsim 0.9$.

Most of the damage would occur during pericenter passage, when the least bound stars are lost. The typical dwarf is not currently close to its pericenter, but may bear the scars of its close passages in the form of reduced luminosity and deviation from the BTFR. In this case, we imagine that the streams in the halo have been built up by stars lost during successive pericenter passages.

This last possibility provides an appealing explanation for the correlation of Fb with ellipticity as well as luminosity. However, we caution that the velocity dispersion is subject to evolution during this process as well as the luminosity and shape of a dwarf. In the simulations of Peñarrubia et al. (2008), the velocity dispersion decreases as luminosity is lost, in a proportion that almost maintains the slope of the BTFR. Such an evolution will not reproduce the trend observed here, which requires a more rapid loss of luminosity with respect to velocity dispersion. This motivates further simulation work that probes a wider range of initial conditions and halo models.

In the context of our empirically motivated stellar stripping hypothesis, we expect three broad classes of objects. Dwarf satellites that have not yet ventured too close to their massive host will reside on the BTFR. The classical dwarfs (excluding Ursa Minor and Draco) and the dwarfs of M316 fall in this category. Dwarfs that deviate from the BTFR do so because they have lost some stars during pericenter passages. Greater deviation is a sign of greater damage, from either closer pericenters or multiple pericenter passages. Ursa Minor, Draco, and most of the MW ultrafaint dwarfs fall in this category. Finally, some of the observed streams may have come from parent bodies that have been totally disrupted by this process.

The stellar stripping hypothesis makes several predictions. The dwarfs that deviate from the BTFR should be the parents of stellar streams. These stars should have properties consistent with the parent body: their ages and abundance patters should be consistent with the same distributions. The streams should be in orbits identifiable with their parents. It appears likely that stars would largely be liberated during pericenter passage, so there is in principle a further prediction about the phase at which stars were injected into the stream. Pericenter passage is a brief portion of the orbit, so we would not expect any of the observed dwarfs to currently be in the process of losing stars. At their present galactocentric distances, all of the dwarfs should be safely bound in what remains of their dark matter cocoons. Observation of streams being liberated at present would require some further interpretation (Section 3.4).

In order to liberate stars as envisioned under the stellar stripping hypothesis, the disrupting satellites need to be on highly elliptical orbits. Though we do not yet know the orbits of all the dwarfs, there are some constraints. Carina has $\mathrm{\it e} \approx 0.67$ (Piatek et al. 2003) and Ursa Minor has $\mathrm{\it e} \approx 0.39$ (Piatek et al. 2005). Carina adheres to the BTFR but Ursa Minor does not, so their observed orbits are the opposite of what we would expect in this hypothesis. While disfavored, a pericenter passage that is sufficiently small (∼20 kpc) to liberate some stars from Ursa Minor is not yet excluded by the orbital data (Lux et al. 2010). Even if this were the case it would remain curious that Ursa Minor deviates from the BTFR and Carina does not. Clearly, better orbital constraints are desirable, as are searches for liberated stars.

3.4. MOND

An alternative to the ΛCDM paradigm is the modified Newtonian dynamics (MOND) hypothesized by Milgrom (1983). In MOND, there is no dark matter; rather, the apparent need for dark matter stems from a change to the force law that occurs at an acceleration scale a0 ≲ 1 Å s−2. Above this scale, all is normal: the gravitational acceleration can be calculated from the observed distribution of baryonic matter and Newton's Law of Gravity: g = gN. Below this scale (aa0), the modification $g \rightarrow \sqrt{a_0 g_N}$ applies. This idea has its problems (Clowe et al. 2004; Angus et al. 2008), but has also had more success than seems to be widely appreciated (Sanders & McGaugh 2002; Bekenstein 2006).

Dwarf spheroidals provide a strong test of MOND because their low surface densities place them deep in the modified regime. In this regime, the BTFR is an absolute consequence of the force law for isolated objects: $g = \sqrt{a_0 g_N}$ leads to a0GMb = V4c for point masses. The gas-dominated dwarf irregular galaxies studied by Stark et al. (2009) and Trachternach et al. (2009) fall along the BTFR, consistent with MOND. Indeed, this is confirmation of a prediction that has zero free parameters: the gas mass dominates Mb and these galaxies fall along the MOND prediction, which is indistinguishable from the best-fit BTFR.

The deviation of the Local Group dwarf satellites from the BTFR would appear to falsify MOND (Gerhard & Spergel 1992; Milgrom 1995; Sánchez-Salcedo & Hernandez 2007; Angus 2008; Serra et al. 2009; Hernandez et al. 2010). However, the Local Group dwarf satellites are not isolated. In MOND, the criterion for isolation is whether the internal acceleration of an object, its self-gravity gint, exceeds that imposed by external systems, gext. If gint < gext, the external field modifies what would otherwise happen to the same object in isolation. This external field effect is a unique feature of MOND that has no analog in the conventional context.

Among the dwarfs considered here, Leo T is the only example that is isolated enough to be in the pure MOND regime such that gext < gint < a0. As such, it should obey the BTFR, and within the errors, it does. Sagittarius is an example that is clearly not isolated, with gint < gext < a0. This places it in the quasi-Newtonian regime (Milgrom 1986) where the mass estimator is different (Milgrom 1995) and the BTFR is no longer absolute. The quasi-Newtonian mass estimator basically just corrects the normal Newtonian mass estimator by a factor GGeff = Ga0/gext (Milgrom 1986). Using a0 = 1.2 Å s−2 (Begeman et al. 1991) and gext = V2MW/D with VMW = 210 km s−1 (Xue et al. 2008; McGaugh 2008) at galactocentric D = 19 kpc (Bellazzini et al. 2008), the mass-to-light ratio of Sagittarius is ϒV* ≈ 1.2 M/L for the total luminosity estimated by Ibata et al. (1997). This is surprisingly reasonable, but would be reduced if we adopted the larger luminosity estimate of Niederste-Ostholt et al. (2010). Perhaps this reasonable seeming mass-to-light ratio is a fluke since all the same assumptions apply to the analysis here as in the Newtonian case: stability and sphericity. Neither condition is satisfied in Sagittarius, which is highly elliptical and far from equilibrium.

For the classical dwarfs excluding Draco and Ursa Minor, the inferred mass-to-light ratios are reasonable for stellar populations (Angus 2008; Serra et al. 2009). Hernandez et al. (2010) even find that lower mass-to-light ratios tend to occur in dwarfs with more recent star-forming events, as expected from a stellar populations perspective. This is not trivial, as the mass-to-light ratio computed in MOND is extremely sensitive to the accuracy of the data simply because the mass depends on a high power of the velocity dispersion. Even small errors in identifying members can have a noticeable effect (Serra et al. 2009). So far, however, Draco and Ursa Minor persist7 in being problem cases with uncomfortably high (∼10 M/L) mass-to-light ratios (Gerhard & Spergel 1992; Milgrom 1995).

For the ultrafaint dwarfs, the mass-to-light ratios are not at all reasonable (Sánchez-Salcedo & Hernandez 2007). Though the BTFR is no longer absolute when the external field dominates, it should remain a reasonable proxy for MOND (Milgrom 1986). In this approximation, the inverse of the deviations F−1b are proxy estimates for the mass-to-light ratios in MOND8 as they measure how remote each dwarf is from the mean ϒV* = 1.3 M/L of Mateo et al. (1998) and Martin et al. (2008a). From this perspective, ϒV*Fb−1>10 is quite unreasonable. The cases with Fb−1 ≈ 100 are simply absurd.

The ultrafaint dwarfs may therefore be fatal to MOND, provided that both their data and the assumptions underlying the analysis are valid (Section 3.1). The assumption of sphericity is obviously not satisfied in many of the most deviant cases, though it seems unlikely that geometric corrections alone could explain the large deviations seen in these objects. The assumption that the dwarfs are in dynamical equilibrium is perhaps more consequential. If they are, they should not exhibit discrepancies of 1 or 2 orders of magnitude. If they are not, then MOND may become similar to the stellar stripping hypothesis (Section 3.3), though not identical. Tidal forces are stronger in MOND than in conventional gravity (Brada & Milgrom 2000b) as the long range boost to the effective force becomes more important than the extra dark mass (Angus & McGaugh 2008). This opens the possibility that stripping could be occurring at present.

We can estimate the tidal radii of the dwarfs in MOND just as we did conventionally in Section 3.3. Zhao & Tian (2006) find that the expression for the tidal radius in MOND is nearly identical to that in the conventional case (Equation (4)), differing only by a factor of (2/3)1/3:

Equation (5)

What is really different here are the masses m and M of the satellite and host. Here, we simply set m = Mb, the baryonic mass of each dwarf estimated from its luminosity as before. For the host mass M, we take MMW = 6 × 1010M for the MW (Flynn et al. 2006; McGaugh 2008), and MM31 = 2MMW for M31 (Chemin et al. 2009). Note that these are the baryonic masses of the two host galaxies, as there is no dynamical dark matter in MOND.

Contrary to the case for dark matter, the residuals from the BTFR correlate strongly with the size of the dwarfs as measured by MONDian tidal radii (Figure 6). The closer the half-light radius is to the tidal radius, the further the dwarf deviates from the BTFR. Intriguingly, the size scale at which the deviation occurs corresponds well to the photometrically measured tidal radius: $r_{t,M} \approx r_{t,\rm phot}$. Galaxies that adhere to the BTFR are safely within their tidal radii such that $r_{t,\rm phot} < r_{t,M}$ while the deviant cases typically have $r_{t,\rm phot} \gtrsim r_{t,M}$. Dwarfs with a larger fraction of their stars exceeding the tidal radius appear to have lost more light. This implies that tidal disruption may be the cause of the deviance of Draco, Ursa Minor, and the MW ultrafaint dwarfs. The MONDian interpretation of these systems would thus appear to be that they are in the process of being tidally distorted and ultimately shredded in the field of the MW. The small Fb are not large MONDian M*/LV because the assumption of stable equilibrium does not hold. Rather, a small Fb is an indicator of the degree of tidal disruption.

The deviations Fb in Figure 6 appear to follow a straight line that continues from well below the BTFR to a bit above it. Satellites should not have Fb>1 as a result of tides in MOND. Rather, once objects become isolated enough, they should adhere to the BTFR with no net residuals. So this plot should go up to unity, then remain there. Presumably this is what we would see if we could include the isolated disk galaxies9 from Figure 1. The perception of a linear rise to Fb>1 is due to three satellites of M31: And II, III, and VII. For these three objects, the implied MOND mass-to-light ratios are uncomfortably low: ϒ* ≈ 0.2 M/L would be required to bring them onto the BTFR. Given the uncertainties in both the analysis and the data (Section 3.1), we hesitate to put too much weight on these few cases.

The correlation seen in the MONDian portion of Figure 6 is quite strong. With the exception of the most extreme outlier, it is consistent with little intrinsic scatter. How great the intrinsic scatter is depends sensitively on what we take for the uncertainty in ϒ*. We would not expect a perfect correlation, as there should be some variation due to the orbits of the dwarfs. The expression for the tidal radius implicitly assumes circular orbits; more generally we should replace $D \rightarrow \mathit {a}(1-\mathit {e})$. Dwarfs on radial orbits should be more susceptible to disruption, while retrograde orbits may be somewhat more stable. While it is probably an overinterpretation of the data, we should at least point out that this effect might be perceptible. Two or three of the ultrafaint dwarfs (Canes Venatici II, Willman 1, and perhaps also the most discrepant case, Segue 1) sit below the main correlation. One might infer from this that they are on more eccentric orbits than the other dwarfs. Sextans, on the other hand, remains consistent with the BTFR in spite of having a half-light radius approaching its tidal radius. This situation might persist longer if it happens to be on a retrograde orbit. Another possibility is that Sextans is currently making its first close approach, so it has not yet suffered disruption. Indeed, Brada & Milgrom (2000a) show that dwarfs on mildly elliptical orbits may not disrupt at all if they are only exposed to pronounced tidal effects for a brief period near the pericenters of their orbits.

The numerical simulations of Brada & Milgrom (2000a) show that disrupting satellites form stellar streams (see their Figure 5). Thus, the MOND hypothesis for explaining deviations from the BTFR becomes very similar to the stellar stripping hypothesis (Section 3.3). An important difference is that we need not invoke highly eccentric orbits for the dwarfs. Since $r_{t,M} \approx r_{t,\rm phot}$, stellar stripping may be ongoing at present.

The severity of the effect of the external field can be quantified (Brada & Milgrom 2000a) by

Equation (6)

This measures how adiabatic the effects of the external field are. In effect, γ is the number of orbits a star should make within a dwarf for every orbit the dwarf makes about its host. For specificity, we compute γ for a star at the deprojected 3D half-light radius r1/2 with m = Mb/2. Equation (6) applies when the field of the host dominates: m/r2 < M/D2. Based on their baryonic masses, all dwarfs are in this regime10 except Leo T. For this galaxy, γ = (D/r)(m/M)1/4 (Brada & Milgrom 2000a).

In order for a dwarf to remain in equilibrium, there must be enough internal orbits for the dwarf to adjust to variations in the external potential. This raises the question of how many orbits suffice to maintain an adiabatic variation. Certainly, there should be at least two internal orbits per significant change in the potential. The potential of the host is due entirely to the baryonic mass as there is no dark matter halo in MOND, so a dwarf on a polar circular orbit sees the host vary from face-on to edge-on in one quarter of an orbit. This is a significant variation in the potential that will only be magnified for non-circular orbits. Combining these criteria, we suggest that a minimum value for the adiabatic condition to hold is γ>8. This crude argument appears to be consistent with the numerical simulations of Brada & Milgrom (2000a, see their Figure 4): satellites that remain distant enough from their host to always have γ>8 experience only small perturbations. Satellites reaching γ ≲ 8 near the pericenters of their orbits puff up in size and decline in velocity dispersion, but recover as they recede. Satellites that enter the regime γ < 2 experience unchecked growth in size, subjecting them to tidal disruption and the formation of tidal streams. The velocity dispersions of these systems initially decline but then grow. This is qualitatively the right vector for an evolutionary track that would explain the deviations from the BTFR, but considerably more work would be required to predict such a track or even to check how sensitive the evolution is to parameters such as orbital eccentricity.

Figure 7 shows the deviations from the BTFR and the ellipticity of the dwarfs plotted as a function of γ computed at the half-light radius. Correlations with both are apparent. The deviation sets in around γ ≈ 10, consistent with the above reasoning. The most distorted dwarfs are those with the least time to react to changes in the external field. Dwarfs with large γ have many orbits to adjust to changes in the potential; these objects are mostly round. While it may be possible to avoid distorting the shapes of dwarfs via tides when they are protected by a cocoon of dark matter (Muñoz et al. 2008), tidal distortion seems inevitable in MOND (Brada & Milgrom 2000a).

Figure 7.

Figure 7. Residuals from the BTFR (left) and the ellipticities of dwarfs (right; symbols as per Figure 1) correlate with the number of orbits a star should complete within a dwarf for every orbit the dwarf completes about its host (Equation (6)). We expect pronounced non-adiabatic effects when γ ≲ 8 (see the text). This corresponds approximately to where the discrepancy from the BTFR becomes significant, and to where dwarfs tend to become non-spherical.

Standard image High-resolution image

We note that the plot of the deviations in Figure 7 is very similar to Figure 6. One interesting difference is the case of Leo T, which is in the pure MOND regime. Consequently, it executes fewer internal orbits per external orbit than it would if it were in the quasi-Newtonian regime like the rest of the dwarfs. This moves it closer to the clump of dwarfs that adhere to the BTFR in Figure 7 than in Figure 6. We also note that Leo T is the only dwarf considered here that retains gas. Tides can strip gas, with the consequences discussed in Section 3.2.3. It may therefore be significant that all of the remaining dwarfs are dominated by the external field of the host. The absence of gas in dwarfs within ∼250 kpc might be a signature of the transition to domination by the external field in MOND.

The structure of Figures 6 and Figure 7 should be similar in MOND, but this behavior is not guaranteed. It only follows if the MOND formula for γ (Equation (6)) provides the correct timescale. This would not follow had we used a Newtonian estimator for the timescale, either with dark matter or without. With dark matter, orbits within the dwarfs are more rapid thanks to the extra mass, and they always have time to equilibrate (γ ≫ 10). Without dark matter in the dwarfs themselves, the dark matter halos of the hosts dominate and the dwarfs should dissolve rapidly (γ ≪ 1). Only when we use the baryonic mass for both dwarf and host in Equation (6) does the onset of the deviation from the BTFR correspond to when internal and external orbital timescales are comparable. This is one sense in which the external field effect is unique to MOND and appears to be consistent with the data for the MW dwarf spheroidals.

A separate question is whether the number of dwarfs currently near total dissolution is reasonable. By reasonable, we mean a dissolution timescale that is shorter than a Hubble time so that there is time for deviation from the BTFR to have occurred, but not so short that we must be catching them at a special time. Unfortunately, it is not clear what the dissolution timescale is (see Sanchez-Salcedo & Lora 2010). The trends in Figure 5 are suggestive of progressive mass loss, but we do not know what the mass loss rate is, so cannot quantify $t_{\rm dissolve} = |M_b/\dot{M}_b|$. As a proxy, we can estimate the crossing time $t_{\rm cross} = 2r_{t,\rm phot}/\sigma _{\rm los}$. Presumably it takes a number of crossing times for a dwarf to dissolve, though it is unclear how many. Most dwarfs have 108 < tcross < 109 years. The MW satellite with the longest crossing time is Sextans (∼1 Gyr), which is a fair fraction of its orbital period (∼3 Gyr if a = D). This object provides an interesting constraint, as it has had time to complete four circular orbits and a dozen crossing times in a Hubble time. This seems like plenty of time for a low γ system so close to its tidal radius to have suffered some damage, and yet it remains consistent with the BTFR. If instead it is in a somewhat eccentric orbit that only now places it in the regime of tidal susceptibility, its crossing time is long enough that perhaps we do not (yet) see deviation in this case simply because the system has not had time to react. On the opposite extreme, the smallest of the ultrafaint dwarfs, Segue 1 and Willman 1, have the shortest crossing times: tcross ≈ 5 × 107 years. This is uncomfortably short. Both are far from the BTFR, so perhaps have been caught just before total dissolution. Nevertheless, these cases would appear to pose a dissolution timescale problem. It is hard to say how severe this problem is without knowledge of the initial population. The mass function is not known in MOND, nor is it even clear whether the dwarfs are primordial or tidal in origin (Gentile et al. 2007).

The properties of the deviant dwarfs provide a strong test of the MOND hypothesis. If they are stable, undisturbed systems, then their mass-to-light ratios are unacceptably large and MOND fails. If instead they are being tidally stripped, this situation is naturally understood in the context of MOND for which the tidal radii are comparable to the luminous size. This differs from the stellar stripping hypothesis in the dark matter context in that tidal disruption should be going on now for the deviant dwarfs, and not just when the dwarfs are near the pericenters of their orbits. In addition, the fact that the tidal radii of the dwarfs seem to be adequately estimated by assuming aD implies that their orbits are not highly eccentric. The distribution of orbital eccentricities of the dwarfs may therefore provide another test to distinguish MOND from ΛCDM.

4. CONCLUSIONS

We have examined the adherence of the Local Group dwarf satellites of the MW and M31 to the BTFR. We find that most of the brighter dwarfs are largely consistent with the extrapolation of the BTFR fitted to isolated, late-type, gas-rich, rotating disk galaxies. The fainter dwarfs, especially the ultrafaint dwarfs, are not. More importantly, we find that residuals from the BTFR are not random, correlating well with luminosity and ellipticity. The amount of deviation from the BTFR also correlates with metallicity, size, and the susceptibility of the dwarfs to tidal perturbation. We have considered a number of possible interpretations for the observed behavior, as we summarize below.

Insufficient kinematic accuracy. Heroic efforts have been made to find new dwarfs and to measure their velocity dispersions. This is a challenging endeavor. While the deviations of some dwarfs from the BTFR are formally significant that significance is not overwhelming (typically 2 to 4σ). Moreover, the analysis assumes that the dwarfs are spherical and in stable equilibrium. The assumption of sphericity at least is violated for the most deviant dwarfs. We therefore consider one possibility to be that there are no genuine deviations from the BTFR. This hypothesis predicts that as the data improve, so too will agreement with the BTFR.

Gas removal. Dwarfs that deviate from the BTFR do so in the sense that they seem to be lacking luminosity for their velocity dispersion. This may be explained if baryons are removed before they form stars. Several possible mechanisms to accomplish this removal include the suppression of star formation by cosmic reionization, ionization from Population III stars, removal of cold gas by supernova feedback, and ram pressure stripping.

Cosmic reionization is often invoked in the context of the dwarf spheroidals and is an attractive solution if only these objects are considered. If we simultaneously consider slightly larger gas-dominated disk galaxies, it becomes clear that reionization is not in itself an adequate explanation for the observed trends in the data. Some other mechanism must be acting to suppress the accumulation of cold baryons in a manner that becomes more severe with decreasing Vc. Whatever this mechanism is, it presumably affects the dwarf spheroidals as well. Cosmic reionization may be an additional factor acting only at scales Vc < 20 km s−1.

Feedback from supernovae is a candidate mechanism for affecting star formation across all halo masses. This provides a qualitatively appealing explanation for the trend in the detected baryon fraction with halo mass. Supernovae provide the kinetic energy to drive gas beyond escape velocity, but the escape velocity increases with increasing halo mass so progressively more baryons are retained. This mechanism may provide a natural explanation for the residual correlation with luminosity and metallicity. However, quantitative tests remain wanting, as does an explanation for the correlations of the residuals with ellipticity and tidal susceptibility.

In the ram pressure stripping hypothesis, galaxies deviate from the BTFR when they fall into the halo of the current host galaxy and their cold gas is ablated by the ram pressure of the hot gas in the halo. This hypothesis requires that a sufficient amount of hot gas be present in the halos of the host galaxies, which is not obviously the case. It predicts that the ages of stars in the dwarfs is related to the time of infall, with the dwarfs that fall in first losing the most gas, deviating by the largest amount from the BTFR, and having the oldest stars. Strictly speaking, the star formation history of the pre-infall dwarf is not constrained, so there should be some scatter in these predictions. However, no star formation can occur after infall and gas stripping, so the ages of the youngest stars should correspond well to the time of infall with a sharp truncation in star formation after that time. This would provide a natural explanation for why some dwarfs appear to have had relatively recent star-forming events but now contain no cold gas. One would also expect the metallicities of the stars to reflect the star formation history. The first dwarfs to fall in would have had the least time for enrichment and have the lowest [Fe/H]. This predicts that [α/Fe] should also correlate with the amplitude of deviation Fb, to the extent to which we expect the objects with the briefest enrichment time to have the highest [α/Fe].

The gas removal hypotheses provide a potential explanation for the correlation of BTFR residuals with luminosity and metallicity. However, they provide no obvious explanation for the correlation with ellipticity and tidal susceptibility. This occurs more naturally in the following two scenarios. The removal of gas and the concomitant truncation of star formation and its consequences for metal enrichment may also occur as a result of tidal stripping in the following hypotheses.

Stellar stripping. The correlation of the residuals with ellipticity in addition to luminosity suggests a role for tidal effects. In this hypothesis, the dwarfs become progressively more distorted due to tidal disruption as they orbit the MW. Stars are lost in the process, reducing the luminosity of the dwarfs. At the present time, the computed tidal radii of the dwarfs greatly exceed their luminous extent. This leads us to infer that the orbits of the dwarfs must be highly eccentric in this scenario, with most of the stripping occurring during pericenter passage. This hypothesis predicts that the mass required to reconcile each dwarf with the BTFR may exist in a tidal stream. It further predicts that the age and metallicities of stars in the predicted streams should be consistent with those of the parent body. Examples exist where this may already be observed.

MOND. Low surface brightness dwarf spheroidals provide a strong test of an alternative to dark matter, MOND. They should very nearly follow the BTFR, which is a consequence of the specific form of the modified force law in MOND. While some dwarfs do indeed adhere to the BTFR, others deviate substantially. The ultrafaint dwarfs of the MW have MONDian mass-to-light ratios in the tens to hundreds. This is fatal for MOND if these dwarfs are in a stable equilibrium, the spherical approximation used in the analysis is adequate, and the kinematic data are to be trusted. Intriguingly, the sizes of the dwarfs relative to their MONDian tidal radii correlate strongly with the degree of deviation from the BTFR. Indeed, the discrepancy for MOND sets in precisely where the theory predicts that non-equilibrium effects become strong. It therefore appears that the unacceptably high mass-to-light ratios may be a result of the dwarfs being out of equilibrium. This should be testable, in the sense that the deviant dwarfs should show evidence of tidal disruption while the dwarfs that adhere to the BTFR should not. Notably, stripping of the deviant dwarfs should be ongoing and not restricted to pericenter passage as in the stellar stripping hypothesis.

It is of course possible that some combination of these effects is at work. As a dwarf satellite approaches its host on its orbit, it is subject to both tidal forces and ram pressure effects. Perhaps gas is lost first due to one or both of these effects, with stars being tidally liberated later. This makes it somewhat difficult to distinguish between the various hypotheses, but it should be possible.

The work of S.S.M. is supported in part by NSF grant AST 0908370. We thank Oleg Gnedin for organizing the workshop where this work was conceived and the referee for a thorough reading and many insightful comments. We also thank Matt Walker, Michele Bellazzini, Xavier Hernandez, Rosemary Wyse, Mario Mateo, Mia Bovill, Chris Mihos, Moti Milgrom, Massimo Ricotti, and Cole Miller for related conversations.

Footnotes

  • Leo T is the one exception to this, with a non-negligible amount of HI gas (Grcevich & Putman 2009). We include the gas mass in the baryonic sum.

  • The difference in the velocity dispersions stems from how members of the system are identified, a systematic effect that is not represented by the formal uncertainty (see also Serra et al. 2009).

  • An interesting test of the idea that reionization imposes a sharp cutoff to the existence of low mass galaxies would be if there exist any galaxies of exceedingly low rotation velocity (Vc ≲ 5 km s−1) that persist in following the BTFR, especially if they were gas rich.

  • Examination of the properties of the dark matter halos of the M31 dwarfs suggests the opposite, that they may have been more subject to tidal evolution (Walker et al. 2010).

  • The problem in these cases is lessened but not eliminated if we adopt the lower velocity dispersions of Walker et al. (2009).

  • In this regard, we confirm the results of Sánchez-Salcedo & Hernandez (2007) for the MOND mass-to-light ratios of these dwarfs.

  • We do not, at present, have sufficient information to compute gext for the spirals in Figure 1.

  • 10 

    If instead we use σ2los/r1/2 to estimate the internal acceleration, all dwarfs are near the boundary gintgext between domination by the internal and external field. However, we expect the velocity dispersion to be inflated by the external field effect, so the apparent baryonic mass is the better indicator of regime (see Brada & Milgrom 2000a).

Please wait… references are loading.
10.1088/0004-637X/722/1/248