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Lily L. Zhao

Publications and source records attributed to Lily L. Zhao.

At least 19 recordsLinked to original sources

CHIANTE I: Obliquity Measurements of Four High-Priority Ariel Targets in Binaries

We present the first results from CHIANTE: a program using the EXtreme PREcision Spectrograph (EXPRES) at the Lowell Discovery Telescope to characterize potential targets of the Ariel mission, anticipated to launch in 2031. We report Rossiter-McLaughlin measurements of four Ariel tier 3 hot-Jupiters which reside in binary star systems: KELT-2 Ab, KELT-3 Ab, TOI-1333 Ab, and TOI-1789 Ab. Joint modeling of EXPRES and archival radial velocities with photometry from TESS finds all four planets to be aligned their host stars, despite the host stars spanning the $T_{\text{eff}}$ realignment break, which has been found to divide the planets in multi-star systems into two subsets: those around cool stars that are preferentially aligned, and those around hot stars that exhibit stellar obliquities consistent with isotropy. We revise the $T_{\text{eff}}$ realignment break to be $=6193\pm103$ K, consistent with, but hotter than, previous work. We compare the observed stellar obliquity distribution for all multi-star, hot-Jupiter hosts above this boundary to an expected distribution produced via stellar von-Zeipel-Kozai-Lidov (ZKL) oscillations, a mechanism often invoked to explain misaligned planets in multi-star systems. A simple population synthesis model finds that a pure ZKL population is unable to replicate the observed obliquities. In particular, both the number of aligned and near-polar systems we see today are underestimated. However, adding contributions from aligned and planet-planet scattering populations alongside ZKL oscillations better describes the observed distribution. Nonetheless, more obliquity measurements for planets in multi-star systems are needed to better discern the contributions of each mechanism the observed stellar obliquity distribution.

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Improving the Precision of Line-by-Line Radial Velocities: A Data-Driven Iterative Algorithm for Spectral Line Selection

Independent analysis of individual spectral lines, or line-by-line (LBL) analyses, can improve upon standard cross-correlation function (CCF) methods for measuring radial velocities (RVs) because they preserve critical information about individual line shape changes that can be caused by stellar activity. In this work, we measure LBL RVs of 3,830 spectral lines across 383 days of NEID solar observations. Our LBL approach achieves an RV RMS of $2.012~\mathrm{m\,s^{-1}}$, which is slightly lower than the $2.129~\mathrm{m\,s^{-1}}$ achieved by a CCF approach using a shared line list. Then, we describe and benchmark several methods for selecting line lists based on line properties such as depth and intrinsic RV scatter. We find that these subsets have a lower RV RMS compared to either the full line list or random subsets of equal size. Motivated by these results, we present FLARES (Filtering Lines for Accurate Radial-velocity Exoplanet Search), an iterative line-selection algorithm. FLARES selects candidate spectral lines with extreme values of multiple line metrics and properties such as depth, signal-to-noise ratio, and detector position, and preferentially rejects lines whose removal produces the largest decrease in the weighted RV scatter. FLARES achieves an RV RMS of $1.122~\mathrm{m\,s^{-1}}$ using just 24 lines and performs better than the benchmark methods. We perform Monte Carlo simulations and show FLARES is robust and reproducible. Comparisons to alternative line lists chosen to have properties similar to the best FLARES-selected lines demonstrate that FLARES is successfully identifying line properties that lead to effective line lists for future extreme-precision RV measurements.

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gr8stars II : judgement day for spectroscopic parameter model systematics

Many areas of astrophysics, including exoplanetary studies, rely on precise and accurate stellar parameters. This demands that uncertainties on these parameters truly reflect all biases and systematics. Within this second work of the \texttt{gr8stars} collaboration, we take a set of 585 bright FGK dwarfs with high resolution, high signal-to-noise ratio spectra from the SOPHIE spectrograph. We determine stellar effective temperature, surface gravity, and metallicity using five different spectroscopic methods for each star, with an additional method used for comparisons. We find a typical scatter of 76 K in \teff, 0.14 dex in \logg, and 0.07 dex in \feh. These deviations are significantly larger than the average precision error on these parameters. We furthermore use isochrone fitting to determine mass, radius, and age for all 585 stars, using input from all results. We use the radii determined by SED fitting in the first \texttt{gr8stars} paper as a comparison to our isochronal radii from this work, in addition to comparing the isochronal \logg to spectroscopic \logg. The scatter in mass and radius from the use of different spectroscopic methods is investigated and propagated to exoplanetary parameters. The induced fractional uncertainties in planetary radius ($\lesssim$ 3 \%) and mass ($\lesssim$ 5\%) are found to be below those typically found in the literature. We estimate a lower limit on planetary equilibrium temperature fractional uncertainty of $\approx$ 4\%, a noise floor that is currently not sufficiently represented in the literature.

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Exposure-averaged Gaussian Processes for Combining Overlapping Datasets

Physically motivated Gaussian process (GP) kernels for stellar variability, like the commonly used damped, driven simple harmonic oscillators that model stellar granulation and p-mode oscillations, quantify the instantaneous covariance between any two points. For kernels whose timescales are significantly longer than the typical exposure times, such GP kernels are sufficient. For time series where the exposure time is comparable to the kernel timescale, the observed signal represents an exposure-averaged version of the true underlying signal. This distinction is important in the context of recent data streams from Extreme Precision Radial Velocity (EPRV) spectrographs like fast readout stellar data of asteroseismology targets and solar data to monitor the Sun's variability during daytime observations. Current solar EPRV facilities have significantly different exposure times per-site, owing to the different design choices made. Consequently, each instrument traces different binned versions of the same "latent" signal. Here we present a GP framework that accounts for exposure times by computing integrated forms of the instantaneous kernels typically used. These functions allow one to predict the true latent oscillation signals and the exposure-binned version expected by each instrument. We extend the framework to work for instruments with significant time overlap (i.e., similar longitude) by including relative instrumental drift components that can be predicted and separated from the stellar variability components. We use Sun-as-a-star EPRV datasets as our primary example, but present these approaches in a generalized way for application to any dataset where exposure times are a relevant factor or combining instruments with significant overlap.

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Uncovering Hidden Systematics in Extreme-Precision Radial Velocity Measurements

We identify and correct for small but coherent instrumental drifts in seven years of radial velocity data from the EXtreme PREcision Spectrograph (EXPRES). The systematics are most notable for the six months before and after 2022 January, when EXPRES experienced larger temperature variations, and we see a systematic trough-to-peak amplitude of 2.8 m/s in the radial velocities. This is large enough to mimic or obscure planetary signatures. To isolate and correct these effects, we develop a suite of diagnostics that track two-dimensional échellogram shifts, scalings, and rotation, as well as line bisector spans (LBS) derived from laser frequency comb (LFC) lines. By combining these empirical tracers with instrument telemetry in a multi-dimensional regression, we reduce the EXPRES instrument trend traced with solar RVs from an RMS of 1.32 m/s to 0.43 m/s, a 67% improvement, and the aggregate of twelve chromospherically quiet stars show a 26% reduction in velocity scatter. Our injection-recovery simulations further demonstrate a doubling in sensitivity to low-amplitude planetary signals after correction. When applied to the stellar time series of $ρ$ Coronae Borealis ($ρ$CrB), the correction removes a spurious planet d signal, restoring the integrity of the data. These results highlight the need for long-term monitoring and multi-dimensional calibration diagnostics on the path toward true centimeter-per-second precision in next-generation EPRV instruments.

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The He I D3 Line as a Proxy for Magnetic Activity using EXPRES Solar Observations

Stellar activity remains one of the primary challenges in the detection and characterization of low-mass exoplanets, as it can induce radial velocity (RV) variations that mask or mimic planetary signals. Identifying reliable activity proxies is essential in order to distinguish stellar variability from genuine planetary signatures. In this study, we examine the variability of the chromospheric He I D3 line in high-resolution solar spectra and assess its potential as an activity indicator. We find a strong correlation between the He I D3 line intensity variation and the Sun's unsigned magnetic flux derived from SDO HMI data as well as with the solar RVs. Our results suggest that the He I D3 line offers a promising and straightforward proxy for magnetic activity, which may complement existing stellar activity indicators. Its inclusion could help disentangle stellar signals in RV measurements and ultimately improve the detection of Earth-like exoplanets.

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The Effects of Sunspots on Spectral Line Shapes in the Visible

We present a comparative spectral analysis to explore the ability of a cooler Sun model to accurately capture the spectral line shape changes caused by Sunspots. In the search for small Earth-like planets, the effects of stellar surface activity can overwhelm the $\sim$10 cm/s planetary RV signal. This necessitates the development of new stellar modeling methods and a greater understanding of the impact of surface activity on stellar spectra. Some attempts to model out noise from Sunspot activity, in particular, have used a sum of a stellar model with a model of a cooler, but otherwise identical star. From our analysis, we find that a cooler effective temperature alone cannot capture the numerous spectral line shape variations seen in a Sunspot observation. The cooler temperature of a Sunspot not only deepens the cores of atomic lines, it also increases and strengthens molecular lines that are not fully represented in our line list. Furthermore, our LTE models and a comparison cool star also fail at capturing line strengthening, broadening, blending, and splitting induced by the magnetic field in the Sunspot.

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gr8stars I: A homogeneous spectroscopic study of bright FGKM dwarfs and a public library of their high-resolution spectra

As the fields of stellar and exoplanetary study grow and revolutionary new detection instruments are created, it is imperative that a homogeneous, precise source of stellar parameters is available. This first work of the gr8stars collaboration presents the all-sky magnitude limited sample of 5645 bright FGKM dwarfs, along with homogeneously derived spectroscopic parameters of a subset of 1716 targets visible from the Northern hemisphere. We have collected high-resolution archival and new spectra from several instruments. Spectrosocpic parameters are determined using the PAWS pipeline, employing both the curve-of-growth equivalent width method, and the spectral synthesis method. We achieve median uncertainties of 106K in stellar effective temperature, 0.08 dex in surface gravity, and 0.03 dex in metallicity. This paper also presents photometric stellar parameters for these dwarfs, determined using SED fitting. The full gr8stars sample selection, including derived spectroscopic and photometric parameters, is made available through an interactive online database. We also perform a kinematic analysis to classify these stars according to their Galactic component.

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Four sub-Earth planets orbiting Barnard's Star from MAROON-X and ESPRESSO

Barnard's Star is an old, single M dwarf star that comprises the second-closest extrasolar system. It has a long history of claimed planet detections from both radial velocities and astrometry. However, none of these claimed detections have so far withstood further scrutiny. Continuing this story, extreme precision radial velocity (EPRV) measurements from the ESPRESSO instrument have recently been used to identify four new sub-Earth-mass planet candidates around Barnard's Star. We present here 112 radial velocities of Barnard's Star from the MAROON-X instrument that were obtained independently to search for planets around this compelling object. The data have a typical precision of 30\,cm\,s$^{-1}$ and are contemporaneous with the published ESPRESSO measurements (2021 -- 2023). The MAROON-X data on their own confirm planet b ($P$\,=\,3.154\,d) and planet candidates c and d ($P$\,=\,4.124\,d and 2.340\,d, respectively). Furthermore, adding the MAROON-X data to the ESPRESSO data strengthens the evidence for planet candidate e ($P$\,=\,6.739\,d), thus leading to its confirmation. The signals from all four planets are $<$50\,cm\,s$^{-1}$, the minimum masses of the planets range from 0.19 to 0.34\,$M_{\oplus}$, and the system is among the most compact known among late M dwarfs hosting low-mass planets. The current data rule out planets with masses $>0.57\,M_{\oplus}$ (with a $99\%$ detection probability) in Barnard Star's habitable zone ($P$\,=\,10 -- 42\,d).

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Searching for Low-Mass Exoplanets Amid Stellar Variability with a Fixed Effects Linear Model of Line-by-Line Shape Changes

The radial velocity (RV) method, also known as Doppler spectroscopy, is a powerful technique for exoplanet discovery and characterization. In recent years, progress has been made thanks to the improvements in the quality of spectra from new extreme precision RV spectrometers. However, detecting the RV signals of Earth-like exoplanets remains challenging, as the spectroscopic signatures of low-mass planets can be obscured or confused with intrinsic stellar variability. Changes in the shapes of spectral lines across time can provide valuable information for disentangling stellar activity from true Doppler shifts caused by low-mass exoplanets. In this work, we present a fixed effects linear model to estimate RV signals that controls for changes in line shapes by aggregating information from hundreds of spectral lines. Our methodology incorporates a wild-bootstrap approach for modeling uncertainty and cross-validation to control for overfitting. We evaluate the model's ability to remove stellar activity using solar observations from the NEID spectrograph, as the sun's true center-of-mass motion is precisely known. Including line shape-change covariates reduces the RV root-mean-square errors by approximately 70% (from 1.919 m s$^{-1}$ to 0.575 m s$^{-1}$) relative to using only the line-by-line Doppler shifts. The magnitude of the residuals is significantly less than that from traditional CCF-based RV estimators and comparable to other state-of-the-art methods for mitigating stellar variability.

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The influence of chromospheric activity on line formation

One of the primary sources of stellar spectral variability is magnetic activity. While our current understanding of chromospheric activity is largely derived from specific lines sensitive to chromospheric heating, such as the Ca II HK doublet, previous observational studies have shown that other spectral lines are also affected. To investigate the influence of activity on line formation in greater detail, we constructed a set of stellar models for hypothetical G2 dwarf stars with varying levels of activity and calculated their synthetic spectra. A comparison of these spectra revealed two spectral regions most significantly impacted by activity: approximately 3300-4400 A and 5250-5500 A. By calculating the total contribution function of the lines, we determined that the emergence of a secondary chromospheric contribution to line formation is the primary mechanism driving these changes. Based on our calculations and analysis, we compiled a list of transition lines and their corresponding changes due to chromospheric activity. This list could serve as a valuable tool for selecting spectral lines applicable to a wide range of astrophysical studies.

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Peering into the black box: forward-modeling the uncertainty budget of high-resolution spectroscopy of exoplanet atmospheres

Ground-based high-resolution cross-correlation spectroscopy (HRCCS; R >~ 15,000) is a powerful complement to space-based studies of exoplanet atmospheres. By resolving individual spectral lines, HRCCS can precisely measure chemical abundance ratios, directly constrain atmospheric dynamics, and robustly probe multidimensional physics. But the subtleties of HRCCS datasets -- e.g., the lack of exoplanetary spectra visible by eye and the statistically complex process of telluric removal -- can make interpreting them difficult. In this work, we seek to clarify the uncertainty budget of HRCCS with a forward-modeling approach. We present a HRCCS observation simulator, scope (https://github.com/arjunsavel/scope), that incorporates spectral contributions from the exoplanet, star, tellurics, and instrument. This tool allows us to control the underlying dataset, enabling controlled experimentation with complex HRCCS methods. Simulating a fiducial hot Jupiter dataset (WASP-77Ab emission with IGRINS), we first confirm via multiple tests that the commonly used principal components analysis does not bias the planetary signal when few components are used. Furthermore, we demonstrate that mildly varying tellurics and moderate wavelength solution errors induce only mild decreases in HRCCS detection significance. However, limiting-case, strongly varying tellurics can bias the retrieved velocities and gas abundances. Additionally, in the low-SNR limit, constraints on gas abundances become highly non-Gaussian. Our investigation of the uncertainties and potential biases inherent in HRCCS data analysis enables greater confidence in scientific results from this maturing method.

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A Compact, Coherent Representation of Stellar Surface Variation in the Spectral Domain

Time-varying inhomogeneities on stellar surfaces constitute one of the largest sources of radial velocity (RV) error for planet detection and characterization. We show that stellar variations, because they manifest on coherent, rotating surfaces, give rise to changes that are complex but useably compact and coherent in the spectral domain. Methods for disentangling stellar signals in RV measurements benefit from modeling the full domain of spectral pixels. We simulate spectra of spotted stars using starry and construct a simple spectrum projection space that is sensitive to the orientation and size of stellar surface features. Regressing measured RVs in this projection space reduces RV scatter by 60-80% while preserving planet shifts. We note that stellar surface variability signals do not manifest in spectral changes that are purely orthogonal to a Doppler shift or exclusively asymmetric in line profiles; enforcing orthogonality or focusing exclusively on asymmetric features will not make use of all the information present in the spectra. We conclude with a discussion of existing and possible implementations on real data based on the presented compact, coherent framework for stellar signal mitigation.

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gaspery: Optimized Scheduling of Radial Velocity Follow-Up Observations for Active Host Stars

Radial velocity (RV) follow-up is a critical complement of transiting exoplanet surveys like the Transiting Exoplanet Survey Satellite (TESS ), both for validating discoveries of exoplanets and measuring their masses. Stellar activity introduces challenges to interpreting these measurements because the noise from the host star, which is often correlated in time, can result in high RV uncertainty. A robust understanding of stellar activity and how its timescales interact with the observing cadence can optimize limited RV resources. For this reason, in the era of over-subscribed, high-precision RV measurements, folding stellar activity timescales into the scheduling of observation campaigns is ideal. We present gaspery, an open-source code implementation to enable the optimization of RV observing strategies. Gaspery employs a generalized formulation of the Fisher Information for RV time series that also incorporates information about stellar correlated noise. We show that the information contained in an observing strategy can be significantly affected by beat frequencies between the orbital period of the planet, the stellar rotation period, and the observation epochs. We investigate how the follow-up observing strategy will affect the resulting radial velocity uncertainty, as a function of stellar properties such as the spot decay timescale and rotation period. We then describe two example use cases for gaspery: 1) calculating the minimum number of observations to reach an uncertainty tolerance in a correlated noise regime and 2) finding an optimal strategy given a fixed observing budget. Finally, we outline a prescription for selecting an observing strategy that is generalizable to different targets.

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Quiet Please: Detrending Radial Velocity Variations from Stellar Activity with a Physically Motivated Spot Model

For solar-type stars, spots and their associated magnetic regions induce radial velocity perturbations through the Doppler rotation signal and the suppression of convective blueshift -- collectively known as rotation-modulation. We developed the Rotation-Convection (RC) model: a method of detrending and characterizing rotation-modulation, using only cross-correlation functions or 1-dimensional spectra, without the need for continuous high cadence measurements. The RC method uses a simple model for the anomalous radial velocity induced by an active region and has two inputs: stellar flux (or a flux proxy) and the relative radial velocity between strongly and weakly absorbed wavelengths (analogous to the bisector-inverse slope). On NEID solar data (three month baseline), the RC model lowers the amplitude of rotationally-modulated stellar activity to below the meter-per-second level. For the standard star HD 26965, the RC model detrends the activity signal to the meter-per-second level for HARPS, EXPRES, and NEID observations, even though the temporal density and timespan of the observations differs by an order of magnitude between the three datasets. In addition to detrending, the RC model also characterizes the rotation-modulation signal. From comparison with the Solar Dynamics Observatory, we confirmed that the model accurately recovers and separates the rotation and convection radial velocity components. We also mapped the amplitude of the rotation and convection perturbations as a function of height within the stellar atmosphere. Probing stellar atmospheres with our revised spot model will fuel future innovations in stellar activity mitigation, enabling robust exoplanet detection.

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The Lowell Observatory Solar Telescope: A fiber feed into the EXtreme PREcision Spectrometer

The signal induced by a temperate, terrestrial planet orbiting a Sun-like star is an order of magnitude smaller than the host stars' intrinsic variability. Understanding stellar activity is, therefore, a fundamental obstacle in confirming the smallest exoplanets. We present the Lowell Observatory Solar Telescope (LOST), a solar feed for the EXtreme PREcision Spectrometer (EXPRES) at the 4.3-m Lowell Discovery Telescope (LDT). EXPRES is one of the newest high-resolution spectrographs that accurately measure extreme radial velocity. With LOST/EXPRES, we observe disk-integrated sunlight autonomously throughout the day. In clear conditions, we achieve a ~137,500 optical spectrum of the Sun with a signal-to-noise of 500 in ~150s. Data is reduced using the standard EXPRES pipeline with minimal modification to ensure the data are comparable to the observations of other stars with the LDT. During the first three years of operation, we find a daily RMS of 71 cm/s. Additionally, having two EPRV spectrometers located in Arizona gives us an unprecedented opportunity to benchmark the performance of these planet-finders. We find a RMS of just 55 cm/s when comparing data taken simultaneously with EXPRES and NEID.

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Planet Hunters TESS V: a planetary system around a binary star, including a mini-Neptune in the habitable zone

We report on the discovery and validation of a transiting long-period mini-Neptune orbiting a bright (V = 9.0 mag) G dwarf (TOI 4633; R = 1.05 RSun, M = 1.10 MSun). The planet was identified in data from the Transiting Exoplanet Survey Satellite by citizen scientists taking part in the Planet Hunters TESS project. Modeling of the transit events yields an orbital period of 271.9445 +/- 0.0040 days and radius of 3.2 +/- 0.20 REarth. The Earth-like orbital period and an incident flux of 1.56 +/- 0.2 places it in the optimistic habitable zone around the star. Doppler spectroscopy of the system allowed us to place an upper mass limit on the transiting planet and revealed a non-transiting planet candidate in the system with a period of 34.15 +/- 0.15 days. Furthermore, the combination of archival data dating back to 1905 with new high angular resolution imaging revealed a stellar companion orbiting the primary star with an orbital period of around 230 years and an eccentricity of about 0.9. The long period of the transiting planet, combined with the high eccentricity and close approach of the companion star makes this a valuable system for testing the formation and stability of planets in binary systems.

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The Extreme Stellar-Signals Project III. Combining Solar Data from HARPS, HARPS-N, EXPRES, and NEID

We present an analysis of Sun-as-a-star observations from four different high-resolution, stabilized spectrographs -- HARPS, HARPS-N, EXPRES, and NEID. With simultaneous observations of the Sun from four different instruments, we are able to gain insight into the radial velocity precision and accuracy delivered by each of these instruments and isolate instrumental systematics that differ from true astrophysical signals. With solar observations, we can completely characterize the expected Doppler shift contributed by orbiting Solar System bodies and remove them. This results in a data set with measured velocity variations that purely trace flows on the solar surface. Direct comparisons of the radial velocities measured by each instrument show remarkable agreement with residual intra-day scatter of only 15-30 cm/s. This shows that current ultra-stabilized instruments have broken through to a new level of measurement precision that reveals stellar variability with high fidelity and detail. We end by discussing how radial velocities from different instruments can be combined to provide powerful leverage for testing techniques to mitigate stellar signals.

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