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RR Lyrae variables are excellent Population II distance indicators thanks to their well-defined period–luminosity relations (PLRs) at infrared wavelengths. We present results of near-infrared (NIR) monitoring of Galactic globular clusters to empirically quantify the metallicity dependence of NIR PLRs for RR Lyrae variables. Our sample includes homogeneous, accurate, and precise photometric data for 964 RR Lyrae variables in 11 globular clusters covering a large metallicity range (Δ[Fe/H] ∼ 2 dex). We derive JHK s -band period–luminosity–metallicity (PLZ) and period–Wesenheit–metallicity (PWZ) relations anchored using 346 Milky Way field RR Lyrae stars with Gaia parallaxes, and simultaneously solved for independent distances to globular clusters. We find a significant metallicity dependence of ∼0.2 mag dex−1 in the JHK s -band PLZ and PWZ relations for RR Lyrae stars independent of the adopted metallicity scale. The metallicity coefficients and the zero-points of the empirical PLZ and PWZ relations are in excellent agreement with the predictions from the horizontal branch evolution and pulsation models. Furthermore, RR Lyrae–based distances to our sample of globular clusters are also statistically consistent with other independent measurements in the literature. Our recommended empirical JHK s -band PLZ relations for RR Lyrae stars with periods of fundamental mode pulsation (P f) are: M J = − 0.44 ( ± 0.03 ) − 1.83 ( ± 0.02 ) log ( P f ) + 0.20 ( ± 0.02 ) [ Fe / H ] ( σ = 0.05 mag ) M H = − 0.74 ( ± 0.02 ) − 2.29 ( ± 0.02 ) log ( P f ) + 0.19 ( ± 0.01 ) [ Fe / H ] ( σ = 0.05 mag ) M K s = − 0.80 ( ± 0.02 ) − 2.37 ( ± 0.02 ) log ( P f ) + 0.18 ( ± 0.01 ) [ Fe / H ] ( σ = 0.05 mag ) .
RR Lyrae variables are excellent Population II distance indicators thanks to their well-defined period–luminosity relations (PLRs) at infrared wavelengths. We present results of near-infrared (NIR) monitoring of Galactic globular clusters to empirically quantify the metallicity dependence of NIR PLRs for RR Lyrae variables. Our sample includes homogeneous, accurate, and precise photometric data for 964 RR Lyrae variables in 11 globular clusters covering a large metallicity range (Δ[Fe/H] ∼ 2 dex). We derive JHK s -band period–luminosity–metallicity (PLZ) and period–Wesenheit–metallicity (PWZ) relations anchored using 346 Milky Way field RR Lyrae stars with Gaia parallaxes, and simultaneously solved for independent distances to globular clusters. We find a significant metallicity dependence of ∼0.2 mag dex−1 in the JHK s -band PLZ and PWZ relations for RR Lyrae stars independent of the adopted metallicity scale. The metallicity coefficients and the zero-points of the empirical PLZ and PWZ relations are in excellent agreement with the predictions from the horizontal branch evolution and pulsation models. Furthermore, RR Lyrae–based distances to our sample of globular clusters are also statistically consistent with other independent measurements in the literature. Our recommended empirical JHK s -band PLZ relations for RR Lyrae stars with periods of fundamental mode pulsation (P f) are: M J = − 0.44 ( ± 0.03 ) − 1.83 ( ± 0.02 ) log ( P f ) + 0.20 ( ± 0.02 ) [ Fe / H ] ( σ = 0.05 mag ) M H = − 0.74 ( ± 0.02 ) − 2.29 ( ± 0.02 ) log ( P f ) + 0.19 ( ± 0.01 ) [ Fe / H ] ( σ = 0.05 mag ) M K s = − 0.80 ( ± 0.02 ) − 2.37 ( ± 0.02 ) log ( P f ) + 0.18 ( ± 0.01 ) [ Fe / H ] ( σ = 0.05 mag ) .
We present new empirical infrared period–luminosity–metallicity (PLZ) and period–Wesenheit–metallicity (PWZ) relations for RR Lyae based on the latest Gaia Early Data Release 3 (EDR3) parallaxes. The relations are provided in the Wide-field Infrared Survey Explorer (WISE) W1 and W2 bands, as well as in the W(W1, V − W1) and W(W2, V − W2) Wesenheit magnitudes. The relations are calibrated using a very large sample of Galactic halo field RR Lyrae stars with homogeneous spectroscopic [Fe/H] abundances (over 1000 stars in the W1 band), covering a broad range of metallicities (−2.5 ≲ [Fe/H] ≲ 0.0). We test the performance of our PLZ and PWZ relations by determining the distance moduli of both galactic and extragalactic stellar associations: the Sculptor dwarf spheroidal galaxy in the Local Group (finding μ ¯ 0 = 19.47 ± 0.06 ), the Galactic globular clusters M4 ( μ ¯ 0 = 11.16 ± 0.05 ), and the Reticulum globular cluster in the Large Magellanic Cloud ( μ ¯ 0 = 18.23 ± 0.06 ). The distance moduli determined through all our relations are internally self-consistent (within ≲0.05 mag) but are systematically smaller (by ∼2–3σ) than previous literature measurements taken from a variety of methods/anchors. However, a comparison with similar recent RR Lyrae empirical relations anchored with EDR3 likewise shows, to varying extents, a systematically smaller distance modulus for PLZ/PWZ RR Lyrae relations.
Classical pulsating stars such as Cepheid and RR Lyrae variables exhibit well-defined Period–Luminosity relations at near-infrared wavelengths. Despite their extensive use as stellar standard candles, the effects of metallicity on Period–Luminosity relations for these pulsating variables, and in turn, on possible biases in distance determinations, are not well understood. We present ongoing efforts in determining accurate and precise metallicity coefficients of Period–Luminosity-Metallicity relations for classical pulsators at near-infrared wavelengths. For Cepheids, it is crucial to obtain a homogeneous sample of photometric light curves and high-resolution spectra for a wide range of metallicities to empirically determine metallicity coefficient and reconcile differences with the predictions of the theoretical models. For RR Lyrae variables, using their host globular clusters covering a wide range of metallicities, we determined the most precise metallicity coefficient at near-infrared wavelengths, which is in excellent agreement with the predictions of the horizontal branch evolution and stellar pulsation models.
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