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The Dynamical Origin of the Local Arm and the Sun's Trapped Orbit

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Published 2017 June 30 © 2017. The American Astronomical Society. All rights reserved.
, , Citation Jacques R. D. Lépine et al 2017 ApJ 843 48 DOI 10.3847/1538-4357/aa72e5

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0004-637X/843/1/48

Abstract

The Local Arm of the Milky Way, a short spiral feature near the Sun whose existence has been known for decades, was recently observed in detail with different tracers. Many efforts have been dedicated to elaborate plausible hypotheses concerning the origin of the main spiral arms of the Galaxy; however, up to now, no specific mechanism for the origin of the Local Arm has been proposed. Here we explain, for the first time, the Local Arm as an outcome of the spiral corotation resonance, which traps arm tracers and the Sun inside it. We show that the majority of maser sources belonging to the Local Arm, together with the Sun, evolve inside the corotation resonance, never crossing the main spiral arms but instead oscillating in the region between them. This peculiar behavior of the Sun could have numerous consequences for our understanding of the local kinematics of stars, the Galactic Habitable Zone, and the solar system evolution.

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1. Introduction

The Milky Way is considered to be a Grand Design spiral galaxy, as most works on spiral arm tracers indicate (Georgelin & Georgelin 1976; Levine et al. 2006; Hou et al. 2009; Hou & Han 2014; Reid et al. 2014). In regions not too far from the Sun, the geometry of the spiral structure is well known. The main features are the extended Sagittarius–Carina arm, which passes at an inner Galactic radius (compared to the Sun), and the Perseus arm, at an outer radius. These arms are revealed by molecular clouds, H ii regions, OB stellar associations, and open clusters (OCs), among other tracers (Georgelin & Georgelin 1976; Bobylev & Bajkova 2014; Hou & Han 2014; Reid et al. 2014). The most accurate picture of the spiral arms in the Galactic plane is given by maser sources associated with star-forming regions, whose distances are obtained by recent Very Long Baseline Interferometry (VLBI) parallax measurements (Reid et al. 2014); in this case the calculation of the distances makes no assumption about the rotation curve and the interstellar extinction. Inside the solar circle, the position of the arms with respect to the Sun can be determined by the directions of lines of sight tangent to them (Vallée 2016).

Midway between the Sagittarius–Carina and Perseus arms and close to the Sun is a short structure, the Local Arm (or Orion Spur; see Xu et al. 2013, 2016; Bobylev & Bajkova 2014; Hou & Han 2014; Reid et al. 2014), which is also precisely traced by the VLBI maser sources and other tracers (Hou & Han 2014). Even though this arm has been known for decades (Morgan et al. 1952, 1953; Bok et al. 1970; Georgelin & Georgelin 1976) and has been extensively studied by observational means, there has been no explanation for its origin up to now.

The main arms are usually interpreted as the crowding of successive stellar orbits of different radii, which produces increased stellar densities and creates elongated valleys of gravitational potential (Kalnajs 1973; Contopoulos & Grosbol 1986; Junqueira et al. 2013). The self-consistent portrait of the Galaxy shows the spiral pattern rotating with a constant angular velocity (the pattern speed ${{\rm{\Omega }}}_{p}$), similar to a rigid body. The pattern speed ${{\rm{\Omega }}}_{p}$ determines the corotation circle, at which stars and gas rotate around the Galactic center with the same average velocity of the spiral arm pattern; the average velocity of the stars is given by the rotation curve, which is relatively flat for the Milky Way (Clemens 1985; Sofue et al. 2009). Around the corotation circle, the islands of orbital stability appear in the form of banana-like regions in the effective potential maps; they are associated with the corotation resonance (Contopoulos 1973; Michtchenko et al. 2017). Hereafter, we refer to these islands of stability as "corotation zones"; the number of corotation zones corresponds to the number of spiral arms adopted in the Galaxy model. Early theoretical studies on the corotation dynamics in disk galaxies predicted a trapped stellar mass inside such corotation zones1 (Contopoulos 1973; Barbanis 1976). Moreover, it was recently found, by means of magnetohydrodynamics simulations, that the gas also remains trapped in the corotation zones (Gómez et al. 2013).

We have plenty of evidence that we live near the spiral corotation circle (Marochnik et al. 1972; Creze & Mennessier 1973; Marochnik 1983; Mishurov & Zenina 1999; Lépine et al. 2001; Dias & Lépine 2005; Lépine et al. 2011). A direct measurement of the corotation radius was made by Dias & Lépine (2005) by using a sample of OCs with known distances, ages, and space velocities. Integrating the orbits to the past toward their birthplaces, the authors followed the time displacement of the spiral arms and determined the corotation radius as ${R}_{\mathrm{CR}}=(1.06\pm 0.08){R}_{0}$, where R0 is the Galactocentric radius of the Sun. Observations also show that the Sun lies in the vicinity of the Local Arm at a distance smaller than 500 pc (e.g., Hou & Han 2014, among others). Because the Sun is close to both the corotation circle and the Local Arm, we elaborate a hypothesis on the origin of the Local Arm and present it in this paper.

Within the context of a spiral structure with a well-defined corotation radius, we build a Galactic potential model that is composed by an axisymmetric component and a perturbation term due to a four-armed spiral structure. For observationally constrained physical and dynamical parameters, the model gives rise to four corotation zones. One of these lies between the Sagittarius–Carina and the Perseus spiral arms encompassing the position of the Sun; it is hereafter referred to as the "local corotation zone." The closeness to the corotation radius and the superposition of the banana-shaped region over the Local Arm position in the Galactic plane allow us to presume a natural connection between observational and dynamical phenomena—namely, the Local Arm and the local corotation zone. This conjecture is supported by the results of recent gas simulations, which show that the Local Arms form consistently in the gas density response to the action of an external spiral potential (Li et al. 2016). Moreover, the reported corotation radius of those simulations shows that these arms are relatively close to the corotation circle.

We look for evidence that the mass trapped inside the local corotation zone actually forms the Local Arm and that the Sun probably evolves inside this zone. Using a sample of young objects (maser sources) associated with the Local Arm, we study their dynamics by performing numerical integrations of the equations of motion. Our results show that the majority of these objects do not escape from the local corotation zone, indicating that their orbits are trapped inside it. Since these objects are identified as tracers of the Local Arm, we can propose that the Local Arm is an outcome of the resonant dynamics induced by perturbations due to the main Galactic spiral arms on a background axisymmetric disk. The trapping mechanism is similar to the one observed in the solar system of the Jupiter Trojan asteroids, which are trapped in the L4, L5 Lagrangian solutions for the Sun-Jupiter system (Murray & Dermott 1999, Chapter 3). Thus, knowing the mechanism where the Local Arm originates, we can elaborate a scenario for its formation and evolution.

To simulate the evolution of the objects inside the Local Arm, we adopt a model in which the Galactic spiral structure is long-lived, which is likely the case of our Grand Design Milky Way. This model helps us picture the long-term evolution of the solar orbit. A recent dynamical analysis of the neighborhood of the Sun has shown that it may evolve inside a stable island of the corotation resonance (Michtchenko et al. 2017). For the observationally constrained Galactic parameters of the present paper, the Sun's orbit is found to be trapped in the local corotation zone. In the frame of reference rotating with the spiral pattern, the Sun's orbit evolves oscillating in both radial and azimuthal directions, never crossing the main spiral arms but instead remaining inside the region between them. We discuss the consequences of this orbital behavior of the Sun and stellar objects of the Local Arm in terms of habitable zones in the Galaxy and in terms of the solar system evolution.

There is still a debate in the literature between two general lines of thinking concerning the lifetime of spiral arms. Some groups consider that the arms are long-lived quasi-steady features, and others, based on N-body simulations, consider that the arms are short-living transient structures (e.g., Sellwood 2011, and references therein). Note however that there are also N-body simulations that produce long-lived patterns (Elmegreen & Thomasson 1993; Zhang 1996; D'Onghia et al. 2013), some of them very recent (e.g., Saha & Elmegreen 2016). Moreover, Fujii et al. (2011) obtained long-lived patterns in cases when the number of particles employed in N-body simulations was sufficiently large, e.g., $3\times {10}^{6}$ particles. From the observational point of view, Martínez-García & González-Lópezlira (2013) analyzed azimuthal age/color gradients across spiral arms for a sample of 13 normal or weakly barred galaxies and verified that at least 50% of the objects showed signatures of long-lived patterns.

It must be emphasized that the existence of the corotation zone makes no assumption about the lifetime of the Galactic spiral structure. Indeed, once a spiral mode emerges in the Galactic disk, the corotation zones appear instantaneously as a natural consequence of the spiral arm perturbation (Contopoulos 1973). Nevertheless, knowledge of the timescale is necessary to distinguish between the quasi-steady or transient nature of the main spiral arms; the Local Arm structure, with its current features, also depends on this timescale.

The organization of this paper is as follows: in Section 2 we describe the sample of objects used to trace the Local Arm. In Section 3 we introduce the model of the Galactic disk and the potential of the spiral arms. In Section 4 we present the topology of the Hamiltonian and resulting energy levels. We discuss the solar orbit and the evidence for the adopted pattern speed in Section 5, while the analysis of the dynamical map and phase-space structures inside the local corotation zone is conducted in Section 6. In Section 7, we discuss a second sample of young objects, the OCs. The discussion in Section 8 includes a scenario for the origin and evolution of the Local Arm.

2. Maser Sources in the Local Arm

The Local Arm tracers are the fundamental tool with which to analyze the main features of this structure. We consider in this paper data from maser sources associated with regions of star formation as the main tracers of the Local Arm. The masers constitute the best set of available data. However, we also analyze a sample of young OCs in Section 7.

The present work benefited from the recent publications of trigonometric parallax and proper motion measurements, by means of VLBI techniques, of maser sources associated with High Mass Star-forming Regions (HMSFRs). The observations have been performed by the Bar and Spiral Structure Legacy Survey2 key science project, the European VLBI Network3 , and the Japanese VLBI Exploration of Radio Astrometry project.4 By complementing these data with heliocentric radial velocities from Doppler shifts, we are able to access the full three-dimensional location of each source in the Galaxy as well as their full space velocities relative to the Sun.

The data for HMSFRs with maser emission, i.e., coordinates, trigonometric parallaxes, proper motion components, local standard of rest (LSR) radial velocities, and the errors in the measurements, were obtained from Table 1 of Reid et al. (2014) (103 sources) and Table 5 of Rastorguev et al. (2016) (40 sources). All the tables in the above-cited references contain the original references relative to each individual maser data. With this sample of maser sources, we rely on data with distances and velocities determined with great accuracy. In addition, since they are associated with massive stars that have short lifetimes, these objects have not moved far away from their birthplaces, so we can use their positions to trace the spiral arms. The data provide initial conditions for the integration of their orbits. In total we have 142 masers5 , of which 47 are situated in the Local Arm. The positions of the maser sources in the Galactic plane are displayed in Figure 1 as black and red crosses; the blue cross indicates the position of the Sun. The other features in Figure 1 are explained in the subsequent sections of the paper. The choice of which source belongs to the Local Arm came from the following: from the list in Reid et al. (2014), we took the masers identified by these authors as members of the Local Arm (24 objects); from the list in Rastorguev et al. (2016), we selected the sources with the lowest distances (on the XY plane of Figure 1) to the group formed by the masers of the Local Arm from the sample in Reid et al. (2014) (23 objects). The list in Rastorguev et al. (2016) already contains some of the masers of the Local Arm from Xu et al. (2013) (which are not in the list in Reid et al. 2014) and masers from Xu et al. (2016).

Figure 1.

Figure 1. Maser sources and the Sun in the Galactic XY plane. The Sun is marked by a blue cross. Red crosses represent masers belonging to the Local Arm, whereas black crosses represent masers from the main spiral arms. The black spiral curves are the loci of the main spiral arms, with $i=+14^\circ $. The distance of the Sun from the Sagittarius arm is 1 kpc, in the Sun-Galactic center direction. The color bar shows the intensity of the Gaussian shape of the spiral potential, in units of kpc2 Myr−2. The effective potential (Section 4.2) is represented by the gray levels and the red banana-like levels emphasize the corotation zones. The central bar is only schematic and is not included in our model.

Standard image High-resolution image

All the 47 masers of the Local Arm are represented by red crosses in Figure 1, and a list of data for their orbital elements is presented in Table 1. The top panel of Figure 2 shows the XY positions (with error bars) of the masers of the Local Arm (red and black circles) and of the masers associated with the main spiral arms (triangles). In the following, we describe the method used for calculating the orbital elements of the masers of the Local Arm. Although whether the velocity of the maser sources is representative of the star-forming regions is a matter of debate, we assume as a working hypothesis that this is the case here. Therefore, we use the positions and velocities of these sources as initial conditions for the integrations of the orbits of stars belonging to these regions. Note that an important fraction of the masers originates in the circumstellar envelopes of massive stars (Inayoshi et al. 2013) while quite often the spectra of the maser sources present a more intense peak, which is considered to give the "systemic velocity" of the compact source and less intense features that may originate in outflows (Ellingsen 2004). The systemic velocity is then usually considered to be the velocity of the source.

Figure 2.

Figure 2. Top panel: XY current positions of maser sources, with error bars (triangles and filled circles). The filled circles are masers from the Local Arm: red (black) show masers inside (outside) the corotation resonance. The blue cross represents the Sun's location inside the corotation resonance. The levels of the effective potential are shown by dotted curves and the loci of the Perseus and Sagittarius arms by thick curves. Middle panel: same as the top panel, except for the values of radial momentum pR. The dashed line represents the equilibrium value pR = 0. Bottom panel: same as the top panel, except for the values of tangential velocity. The dashed line represents the circular velocity of the corotation center, ${V}_{\theta }={{\rm{\Omega }}}_{p}\,{R}_{\mathrm{CR}}$ (see Section 4).

Standard image High-resolution image

Table 1.  Orbital Elements for the 47 Masers Associated with the Local Arm, and for the Sun

${N}^{\underline{\circ }}$ Source R φ VR ${V}_{\theta }$ Emission Ref.
    (kpc) (°) (km s−1) (km s−1)    
(1) (2) (3) (4) (5) (6) (7) (8)
1 G059.78+00.06 7.161 ± 0.024 74.89 ± 0.72 −1.37 ± 4.32 229.02 ± 3.71 ${{\rm{M}}}^{* * }$ 1
2 G069.54–00.97 7.503 ± 0.004 72.09 ± 0.60 −7.28 ± 6.56 225.02 ± 5.36 ${{\rm{M}}}^{* }$ 1
3 G074.03–01.71 7.716 ± 0.003 78.58 ± 0.32 −8.49 ± 14.89 223.74 ± 5.49 W 1
4 G075.76+00.33 7.906 ± 0.053 64.52 ± 1.93 −0.90 ± 13.81 215.67 ± 9.52 W 1
5 G075.78+00.34 7.976 ± 0.103 62.25 ± 3.08 3.37 ± 13.69 226.92 ± 6.61 W 1
6 G076.38–00.61 7.797 ± 0.007 80.68 ± 0.65 −3.02 ± 25.74 219.20 ± 5.70 W 1
7 G078.12+03.63 7.829 ± 0.001 78.20 ± 0.59 35.92 ± 5.88 216.59 ± 5.38 ${\rm{W}},{{\rm{M}}}^{* }$ 1
8 G078.88+00.70 8.052 ± 0.059 66.03 ± 1.85 12.44 ± 14.96 219.77 ± 7.89 W 1
9 G079.73+00.99 7.872 ± 0.001 80.24 ± 0.83 −2.13 ± 5.65 220.20 ± 5.38 ${{\rm{M}}}^{* }$ 1
10 G079.87+01.17 7.878 ± 0.002 78.38 ± 0.51 −9.40 ± 13.94 218.73 ± 10.19 W 1
11 G080.79–01.92 7.904 ± 0.005 78.39 ± 0.89 2.19 ± 6.26 220.92 ± 3.59 W, S 1
12 G080.86+00.38 7.901 ± 0.002 79.52 ± 0.58 −7.74 ± 4.74 221.30 ± 5.38 ${{\rm{M}}}^{* }$ 1
13 G081.75+00.59 7.925 ± 0.004 79.19 ± 0.57 −0.26 ± 4.74 221.75 ± 3.60 ${{\rm{M}}}^{* }$ 1
14 G081.87+00.78 7.921 ± 0.001 80.68 ± 0.51 0.36 ± 4.51 231.60 ± 3.60 ${{\rm{M}}}^{* }$ 1
15 G090.21+02.32 8.031 ± 0.002 85.19 ± 0.12 3.95 ± 7.37 223.87 ± 5.40 W 1
16 G092.67+03.07 8.238 ± 0.013 78.61 ± 0.36 16.16 ± 6.95 224.24 ± 10.01 W 1
17 G105.41+09.87 8.275 ± 0.018 84.17 ± 0.31 −8.44 ± 6.95 228.98 ± 5.65 W 1
18 G107.29+05.63 8.263 ± 0.024 84.88 ± 0.41 −5.20 ± 7.00 222.86 ± 5.71 W 1
19 G108.18+05.51 8.274 ± 0.036 84.91 ± 0.58 −0.22 ± 5.51 222.09 ± 4.01 ${{\rm{M}}}^{* }$ 1
20 G121.29+00.65 8.519 ± 0.020 84.66 ± 0.18 −10.40 ± 4.29 219.94 ± 4.96 ${{\rm{M}}}^{* }$ 1
21 G176.51+00.20 8.962 ± 0.019 89.63 ± 0.01 −15.80 ± 5.09 214.51 ± 2.50 W 1
22 G209.00–19.38 8.344 ± 0.004 91.30 ± 0.02 1.36 ± 4.49 228.91 ± 3.23 S 1
23 G232.62+00.99 9.116 ± 0.071 98.41 ± 0.43 −2.18 ± 3.13 226.34 ± 3.60 ${{\rm{M}}}^{* * }$ 1
24 G239.35–05.06 8.652 ± 0.047 96.65 ± 0.41 −0.00 ± 2.40 220.41 ± 3.33 W 1
25 G031.56+05.33 7.651 ± 0.003 88.38 ± 0.01 −0.74 ± 2.70 232.91 ± 2.59 C 2
26 G071.31+00.83 7.872 ± 0.155 55.61 ± 4.01 −6.79 ± 13.28 235.40 ± 6.58 W 2
27 G071.33+03.07 7.612 ± 0.011 76.67 ± 0.85 −19.69 ± 1.77 227.27 ± 5.35 C 2
28 G073.12–02.09 7.656 ± 0.001 72.61 ± 1.03 −42.04 ± 2.12 235.16 ± 3.03 C 2
29 G074.56+00.85 7.735 ± 0.021 70.15 ± 2.03 2.00 ± 5.92 218.46 ± 2.25 W 2
30 G158.06–21.42 8.201 ± 0.015 89.44 ± 0.04 11.12 ± 2.95 212.62 ± 3.38 W 2
31 G158.35–20.56 8.205 ± 0.015 89.43 ± 0.04 10.63 ± 4.58 229.32 ± 2.93 W 2
32 G168.22–16.34 8.122 ± 0.003 89.82 ± 0.01 6.07 ± 1.11 230.88 ± 2.03 C 2
33 G168.84–15.52 8.126 ± 0.001 89.83 ± 0.01 4.00 ± 1.89 229.21 ± 2.03 C 2
34 G169.37–15.03 8.122 ± 0.001 89.84 ± 0.01 4.90 ± 1.74 228.81 ± 2.02 C 2
35 G175.73–16.24 8.154 ± 0.001 89.92 ± 0.01 7.49 ± 1.99 227.28 ± 2.01 C 2
36 G176.23–20.89 8.137 ± 0.001 89.94 ± 0.01 8.00 ± 1.50 230.64 ± 2.00 C 2
37 G203.32+02.05 8.682 ± 0.050 91.93 ± 0.13 −4.30 ± 4.35 217.06 ± 8.18 W 2
38 G208.99–19.38 8.347 ± 0.004 91.31 ± 0.02 −0.75 ± 4.30 215.76 ± 2.98 S 2
39 G353.02+16.98 7.884 ± 0.005 90.10 ± 0.01 −1.82 ± 3.02 220.52 ± 2.36 C 2
40 G353.10+16.89 7.889 ± 0.006 90.10 ± 0.01 −5.71 ± 3.02 227.86 ± 2.25 C 2
41 G353.94+15.84 7.829 ± 0.034 90.13 ± 0.03 −3.83 ± 4.90 210.31 ± 6.84 W 2
42 G059.47–00.18 7.232 ± 0.025 77.14 ± 0.63 −15.24 ± 13.00 227.94 ± 5.42 W 2
43 G071.52–00.38 7.663 ± 0.024 63.46 ± 1.25 3.87 ± 2.00 228.36 ± 3.54 2
44 G108.18+05.51 8.327 ± 0.011 84.08 ± 0.17 0.94 ± 1.96 223.36 ± 3.41 ${{\rm{M}}}^{* }$ 2
45 G109.87+02.11 8.318 ± 0.007 84.63 ± 0.11 −4.65 ± 1.81 226.50 ± 3.38 ${{\rm{M}}}^{* }$ 2
46 G213.70–12.60 8.709 ± 0.013 93.06 ± 0.05 5.48 ± 2.75 236.28 ± 2.61 ${{\rm{M}}}^{* }$ 2
47 G213.88–11.84 8.739 ± 0.034 93.19 ± 0.13 2.97 ± 1.38 238.27 ± 2.14 C 2
48 Sun 8.0 90.0 −11.1 242.24

Notes. Columns are as follows. (1) and (2) are the number and the Galactic source name/coordinates, respectively; (3) and (4) are the Galactic radius and the azimuthal angle in the plane of the Galaxy, respectively; (5) and (6) are the radial velocity and the tangential velocity in the Galactocentric reference frame, respectively; (7) the type of emission reported in the original papers: "C" for the continuum at 8.42 GHz, "${{\rm{M}}}^{* }$" for the 6.7 GHz methanol maser, "${{\rm{M}}}^{* * }$" for the 12 GHz methanol maser, "S" for the 43 GHz SiO maser, and "W" for the 22 GHz H2O maser; and (8) the references to the papers that published the compilations of maser data: (1) Reid et al. (2014) and (2) Rastorguev et al. (2016). The last row states the orbital elements of the Sun.

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We converted the tabulated LSR radial velocities to heliocentric radial velocities by adding back the components of the standard solar motion (Reid et al. 2009). With the coordinates, parallaxes, proper motions, and heliocentric radial velocities, we calculated the heliocentric U and V velocities for each source, following the formalism described in the Appendix of Reid et al. (2009). Correcting for the solar peculiar motion from Schönrich et al. (2010) and for the LSR circular velocity V0 (230 km s−1, see Section 3.1), we calculated the Galactocentric components ${V}_{\theta }$ and VR of the space velocity of each maser source, ${V}_{\theta }$ being positive in the direction of Galactic rotation and VR being positive toward the Galactic anticenter direction. The uncertainties on ${V}_{\theta }$ and VR were obtained by propagation from the uncertainties on the parallaxes, proper motions, heliocentric radial velocities, and solar motion. The middle and bottom panels of Figure 2 show the distributions (as a function of the X positions) of the VR and Vθ velocity components, respectively (${V}_{R}={p}_{R}$, see Section 4). The Galactic radii R and azimuthal angles φ were obtained directly from the positions and parallaxes of the sources as well as their uncertainties.

3. Galactic Model

To study the corotation resonance, we make use of a two-dimensional model that represents the Galactic midplane. The model introduces the Galactic gravitational potential, which consists of an axisymmetric contribution due to the bulk distribution of matter in the Galactic main components, plus perturbations due to the spiral arms. Despite being aware of the central Galactic bar we do not consider a bar component in our calculations. We performed preliminary tests adding a Dehnen-like bar (Dehnen 2000) in the center of the Galaxy, with the adopted spiral structure of this paper, and the result was that the effect of the bar was negligible at the solar radius unless we used an unrealistic bar strength, which would distort the observed spiral arms. We therefore conclude that its effects on the stellar motion at the Sun's distance may be neglected in a first approximation.

3.1. Rotation Curve and Axisymmetric Potential

The axisymmetric potential ${{\rm{\Phi }}}_{0}(R)$ is defined by the rotation curve ${V}_{\mathrm{rot}}(R)$ via the relation

Equation (1)

where R is the Galactocentric radius. We adopt a realistic rotation-curve model of the Milky Way based on published observational data (Clemens 1985; Fich et al. 1989; Reid et al. 2014). We assume the Galactocentric distance of the Sun to be R0 = 8.0 kpc and the velocity to be ${V}_{0}=230$ km s−1 of the LSR (see Michtchenko et al. 2017 and references therein). We fit the observational data by the sum of two exponentials in the following form (see Michtchenko et al. 2017 for details of the data used and the fitting procedure):

Equation (2)

with the factors multiplying the exponentials given in units of km s–1 and the factors in the arguments of the exponentials given in kpc. We use the trapezium rule with an adaptive step to numerically solve Equation (1) and obtain the axisymmetric gravitational potential ${{\rm{\Phi }}}_{0}(R)$, adopting the "numerical infinity" condition ${{\rm{\Phi }}}_{0}(1000\,\mathrm{kpc})=0$. It is worth noting that our approximation makes no assumptions about which components of the Galaxy (stellar or gaseous matter, dark matter, etc.) are effectively contributing to the axisymmetric potential at each radius.

3.2. Spiral Arms Potential

Observations of spiral tracers favor four-arm models (Hou et al. 2009 and Hou & Han 2014, which conclude that these structures are most likely long lived), as corroborated by tangent-line data (Vallée 2016). In this work, the adopted spiral pattern consists of four logarithmic spirals that are described as valleys in the gravitational potential, with a Gaussian cross-section (the half width, in the direction perpendicular to the spiral, is equal to 0.95 kpc). This description of the arms was first introduced by Junqueira et al. (2013) and has been used successfully in recent works (Barros et al. 2013; Li et al. 2016; Michtchenko et al. 2017). Concerning the spiral loci, observational and theoretical studies assume distinct values for the pitch angle, as summarized in Vallée (2015). Based on a comparison between different determinations of the pitch angle, that paper proposed $-13\buildrel{\circ}\over{.} 0\pm 0\buildrel{\circ}\over{.} 6$ (with the negative sign, which we adopt hereafter as a matter of convention). This value is in accordance with that derived by Bobylev & Bajkova (2013) ($-13\buildrel{\circ}\over{.} 7$) via the analysis of maser data, but notice that slightly different values have been suggested based on different tracers (Hou & Han 2014). In this work, we adopt a pitch angle of $-14\buildrel{\circ}\over{.} 0;$ this value adjusts well to the observed positions of the maser sources with respect to the spiral arms (Figure 1). The spiral potential is given by

Equation (3)

where m = 4 is the number of arms and φ is the azimuthal angle in the frame rotating with the angular velocity ${{\rm{\Omega }}}_{p}$. In order to cut off arm effects inside the central region ($R\lt 3$ kpc), we truncate the spirals by multiplying the spiral amplitude by a function K(R) of the following form (Contopoulos & Grosbol 1988):

The values of the parameters for the spiral perturbation used in this paper are given in Table 2; in particular, the maximum value of the ratio $| (\partial {{\rm{\Phi }}}_{s}/\partial R)/(\partial {{\rm{\Phi }}}_{0}/\partial R)| $ is about 4% (see also Michtchenko et al. 2017).

Table 2.  Adopted Spiral Arms Parameters

Parameter Symbol Value Unit
Solar radius ${R}_{\odot }$ 8.0 kpc
LSR velocity V0 230 km s−1
Number of arms m 4
Pitch angle i −14°
Arm width $\sigma \,\sin \,{\rm{i}}$ 1.94 kpc
Scale length ${\varepsilon }_{s}^{-1}$ 4.0 kpc
Spiral pattern speed ${{\rm{\Omega }}}_{p}$ 28.5 km s−1 kpc−1
Spiral amplitude ${\zeta }_{0}$ 200.0 km2 s−2 kpc−1
Reference radius Ri 8.0 kpc
Cutoff coefficient 1 b1 2.5 kpc−1
Cutoff coefficient 2 b2 2.0 kpc

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The spiral structure rotates rigidly with a pattern speed of ${{\rm{\Omega }}}_{p}$. The shape function fm(R) is given by

Equation (4)

where i is the spiral pitch angle, Ri is a reference radius, and γ is a phase angle whose values define the orientation of the spirals in the chosen reference frame; in this paper, ${R}_{i}=8\,\mathrm{kpc}$ and $\gamma =237\buildrel{\circ}\over{.} 25$ (for $i=-14^\circ ;$ for the choice of the reference frame, see Section 4.2). The black spiral curves in Figure 1 correspond to the loci of the main spiral arms in our model; they are the azimuthal minima of the spiral potential ${{\rm{\Phi }}}_{{\rm{s}}}(R,\varphi )$ (3). The gray shading represents the intensity of the Gaussian-shaped spiral potential.

The nominal (approximate) value of the corotation radius RCR is obtained from the relation

Equation (5)

With the adopted value of ${{\rm{\Omega }}}_{p}=28.5$ km s−1 kpc−1 (see Section 5), we obtain ${R}_{\mathrm{CR}}=8.06\,\mathrm{kpc}$.

4. Hamiltonian Topology: Energy Levels, Equilibria, and Spiral Arms

The Hamiltonian that describes the stellar dynamics in the Galactic midplane is given by the sum of the axisymmetric ${{\rm{\Phi }}}_{0}(R)$ and the spiral ${{\rm{\Phi }}}_{s}(R,\varphi )$ potentials as

Equation (6)

where ${{ \mathcal H }}_{0}$ is the unperturbed component of the Hamiltonian in the rotating reference frame, given by Jacobi's integral

Equation (7)

Here, pR and Lz are the canonical momenta conjugated to R and φ, respectively.

4.1. Stationary Solutions

The stationary solutions of the Hamiltonian flow (Equation (6)) are given by the set of equations (Michtchenko et al. 2017)

Equation (8)

Equation (9)

Equation (10)

Equation (11)

where ${\varphi }_{0}=\pm n\,\pi $ and n = 0, 1, .... The symmetry of this problem is $2\,\pi /m$ (which in our case is a four-fold symmetry).

4.2. Energy Levels on the X–Y Plane

The topology of the Hamiltonian in Equation (6) is visualized by plotting the energy levels on a representative plane. The representative plane is defined as a plane of initial conditions chosen in such a way that all possible configurations of the system are included, thus all possible regimes of motion of the system under study can be represented on it.

The plane ($X=R\cos \varphi $, $Y=R\sin \varphi $) is widely used in the literature to present the modeled structure of the Galaxy, and we start our study with this conventional choice (see Figure 1). First, we fix the reference axis X ($\varphi =0$) in such a way that the Sun's azimuthal coordinate is $\varphi =90^\circ $, placing the Sun on the Y-axis at $R=8.0\,\mathrm{kpc}$. The orientation of the spiral arms given by Equation (9) on the XY plane is defined by the value of the free parameter γ in the expression in Equation (4). We choose γ such that the Sun (located at $R=8.0\,\mathrm{kpc}$ and $\varphi =90^\circ $) is 1 kpc distant from the Sagittarius arm locus defined by ${\varphi }_{0}=0$ in Equation (9); thus, we obtain $\gamma =237\buildrel{\circ}\over{.} 25$.

For the obtained value of γ (since we use the positive value for the pitch angle in Figure 1, we must reflect these obtained γ-values with respect to the Y-axis), the spiral arms loci of the system are calculated from Equation (9) with even values of n and are plotted on the XY plane (Figure 1). The spiral potential ${{\rm{\Phi }}}_{{\rm{s}}}(R,\varphi )$ in Equation (3) is plotted using a gray-level scale: the lowest black level matches the spiral arms associated to the minima of the potential, as the color bar shows.

The effective potential of the system is given by

Equation (12)

and is equal to the total energy of the system given by Equation (6), subject to the conditions in Equations (10) and (11). It is plotted by the level curves in Figure 1. The corotation domains appear as banana-like regions (red curves) located between the spiral arms: the maximal energy stationary solutions (libration centers) are deeply inside the corotation islands, while the minimal energy stationary solutions lie on the spiral arms. There are four libration centers whose positions on the XY plane are given by the corotation radius RCR and the corotation angles ${\varphi }_{\mathrm{CR}}+k\pi /2$. The corotation coordinates are solutions of the set of the equilibrium conditions given by Equations (8)–(11) with n odd and are strongly dependent on the assumed value of the pattern speed ${{\rm{\Omega }}}_{p}$. In our model, for the parameters from Table 2, the Sun evolves inside the corotation island around the libration center with the coordinates ${R}_{\mathrm{CR}}=8.06\,\mathrm{kpc}$ and ${\varphi }_{\mathrm{CR}}=76^\circ $, defined as the local corotation zone in this paper.

We must remark that the XY plane is not a representative plane for the system, as mentioned in Michtchenko et al. (2017). The conditions in Equations (10) and (11), imposed to the Hamiltonian in Equation (6) in order to obtain the effective potential, are too restrictive. We must therefore obtain another plane that would represent the full dynamics inside the corotation zone. This subject is discussed in Section 6.

5. Estimate of the Spiral Pattern Speed

The pattern speed ${{\rm{\Omega }}}_{p}$ and the Galactic rotation curve determine the corotation radius. Assuming that the motions of the Sun and masers are close to or inside the corotation resonance, we constrain the possible values of ${{\rm{\Omega }}}_{p}$. In order to estimate the range of the ${{\rm{\Omega }}}_{p}$-values, we analyse the dynamics of the Local Arm tracers presented in Figure 1 (masers as red crosses; see Table 1 for their identifications, positions, and velocities). First, we construct the dynamical power spectrum (see the Appendix and Michtchenko et al. 2017) parameterized by the values of ${{\rm{\Omega }}}_{p}$ for maser 14 from Table 1; this object was chosen from the middle of the distribution of the maser sample in the phase space (see Figure 2). The dynamical power spectrum in Figure 3, top panel, shows the evolution of the proper frequencies fR (red) and fφ (black), their harmonics, and the linear combinations with the spiral pattern speed ${{\rm{\Omega }}}_{p}$. The frequencies fR and fφ were calculated by analyzing the time evolution of the R(t) and Lz(t), respectively, of the maser's orbit. The smooth evolution of the frequencies with ${{\rm{\Omega }}}_{p}$ is characteristic of regular motion, while the erratic scattering of the points is characteristic of chaotic motion. The corotation zone extends in the range of the ${{\rm{\Omega }}}_{p}$-values from 27 to 31 km s−1 kpc−1 in this particular case, for which maser 14 evolves inside the stable region of the corotation resonance. The corotation zone is delimited by the thick layers of chaotic motion.

Figure 3.

Figure 3. Top panel: Proper frequencies fR (red) and fφ (black) (in logarithmic scale), their harmonics, and their linear combinations as functions of the spiral pattern speed ${{\rm{\Omega }}}_{p}$, for maser 14 from Table 1. The local corotation zone lies in the ${{\rm{\Omega }}}_{p}$ range between 27 and 31 km s−1 kpc−1. Some Lindblad resonances are indicated by vertical lines and the corresponding ratio. Middle panel: Evolution of the corotation radius as a function of ${{\rm{\Omega }}}_{p};$ the shaded horizontal strip covers the range of the current radii of the Local Arm's masers from Table 1. The vertical dashed lines delimit the estimated ${{\rm{\Omega }}}_{p}$ range of the corotation resonance. Bottom panel: Characteristic radial (TR) and azimuthal (Tφ) periods of orbits in the vicinity of the stable corotation center, as functions of ${{\rm{\Omega }}}_{p}$.

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We could extend this analysis to other objects from our sample; however, we prefer to proceed in a different way. Because inside the corotation resonance the radial coordinate of the masers must oscillate around the value of the corotation radius (Michtchenko et al. 2017), we calculate RCR using our full Hamiltonian model (see Equations (8)–(11)) for various values of the pattern speed and compare its values with the current radii of the Local Arm objects. The family of corotation radii as a function of ${{\rm{\Omega }}}_{p}$ is shown in Figure 3, middle panel, together with the radial distances of the Local Arm objects distributed in a horizontal gray strip. The current radii of the orbits of these objects vary between 7.1 and 9.2 kpc (see Table 1). We then obtain the approximate limits to the possible ${{\rm{\Omega }}}_{p}$-values between 26 and 32 km s−1 kpc−1, which are in good agreement with the observational determinations (Dias & Lépine 2005; Gerhard 2011). Note that these limits correspond to the set of the spiral arms parameters from Table 2.

In this work, we adopt ${{\rm{\Omega }}}_{p}=28.5$ km s−1 kpc−1, a value that is situated in the middle of the interval defined by maser 14. Together with the other adopted Galactic parameters (see Table 2), this value represents our basic hypothesis well, which presumes that the Local Arm lies inside the local corotation zone. In other words, with ${{\rm{\Omega }}}_{p}=28.5$ km s−1 kpc−1, the majority of maser sources of the Local Arm, as well as the Sun, lie inside the local corotation zone (see Sections 5.1 and 6). It is worth emphasizing that small changes in the adopted value of ${{\rm{\Omega }}}_{p}$ will alter quantitative features of the system but will preserve the qualitative dynamics (Michtchenko et al. 2017), keeping unaltered our final results.

5.1. Dependence of the Solar Orbit on ${{\rm{\Omega }}}_{p}$

The qualitative aspects of the solar orbit are strongly dependent on the value of ${{\rm{\Omega }}}_{p};$ even for reasonable values, the Sun may be either inside or outside the corotation resonance. Figure 4 shows the projection of the Sun's orbit in the $\varphi -{L}_{z}/{L}_{0}$ plane, for different values of ${{\rm{\Omega }}}_{p}$, in the interval 24–30 km s−1 kpc−1. Here, L0 is the equilibrium value of Lz, given by ${{\rm{\Omega }}}_{p}{R}_{\mathrm{CR}}^{2}$ (that is, evaluated for the stable fixed point of the Hamiltonian that is next to the Sun). For the ${{\rm{\Omega }}}_{p}$-values of 24 and 30 km s−1 kpc−1, the solar orbit is circulating (prograde and retrograde, respectively, with respect to the rotating frame); for 25 and 29 km s−1 kpc−1 the Sun is on a horseshoe orbit6 (encompassing two stable fixed points of the Hamiltonian), while for 26–28 km s−1 kpc−1 the Sun librates around a single stable fixed point, which defines the local corotation zone. We therefore estimate that in order to have the Sun in the corotation resonance, the value of ${{\rm{\Omega }}}_{p}$ must be in the region of 25–29 km s−1 kpc−1, which is in accordance with our choice of ${{\rm{\Omega }}}_{p}=28.5$ km s−1 kpc−1. With this adopted value for ${{\rm{\Omega }}}_{p}$ and the rotation curve used in this work (see Section 2.1), the nominal value of the corotation radius is obtained as ${R}_{\mathrm{CR}}=8.06\,\mathrm{kpc}$.

Figure 4.

Figure 4. Family of the Sun's orbits parameterized by different values of the pattern speed ${{\rm{\Omega }}}_{p}$ on the plane φ${L}_{z}/{L}_{0}$, where L0 is the angular momentum of the corresponding corotation center (the solar coordinates are given in Table 1). Two orbits (black) are circulating: prograde, for ${{\rm{\Omega }}}_{p}=24.0$ (in units of km s−1 kpc−1), and retrograde, for ${{\rm{\Omega }}}_{p}=30.0$. For the two ${{\rm{\Omega }}}_{p}$-values 25.0 and 29.0, the orbits are horseshoe-like orbits (red) enclosing two resonant islands and oscillating around ${L}_{z}/{L}_{0}=1$. For the two ${{\rm{\Omega }}}_{p}$-values 26.0 and 28.0, the orbits (blue) are librating inside the local corotation zone. Finally, for ${{\rm{\Omega }}}_{p}=27.0$, the orbit (green) librates around ${L}_{z}/{L}_{0}=1$ with a very small amplitude of oscillation, indicating that the Sun is located very close to the corotation center.

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6. Integration of Maser Orbits and the Dynamical Map

We numerically integrated the orbits of the 47 maser sources that trace the Local Arm. The values of the parameters used in our Hamiltonian model are given in Table 2, while the initial conditions of the masers, i.e., their current positions and velocities, are given in Table 1. An initial analysis was performed by inspecting the projection of the orbits on the $\varphi -{L}_{z}$ plane (Figure 5). We find that 40 objects from our maser sample, as well as the Sun, oscillate around the equilibrium value of Lz (dashed line in Figure 5); these masers are shown as filled red circles in the panels of Figure 2. This librating behavior indicates that these objects are trapped inside the corotation resonance. Among the librating maser sources, the motion of 37 of them (and of the Sun) is confined to the one resonant island of stability centered at ${\varphi }_{\mathrm{CR}}=76^\circ $. The trajectories of the three other maser sources (numbers 5, 7, and 16 in Table 1) show a complicated structure, the horseshoe orbit (see footnote in Section 5.1), characteristic of the objects that leave the libration island of origin and start to encompass the other (four in this case) resonant islands but never perform cycles of 360°. The other seven maser sources do not belong to the local corotation zone in our model; nevertheless, they are very close to this resonance. Their orbits' projections do not cross the equilibrium value of Lz and therefore are necessarily circulating: the circulation is prograde (in the rotating frame) for lower velocities (five objects) and retrograde for higher velocities (two objects).

Figure 5.

Figure 5. Examples of the orbits of the maser sources from the Local Arm (black) and the orbit of the Sun (red), projected on the plane φLz. The initial conditions of the Sun and maser objects are given in Table 1, while the parameters adopted in the Galactic model are given in Table 2. The equilibrium Lz-value is shown by the horizontal dashed line, at 1851.5 kpc km s−1.

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Dynamical maps (see Michtchenko et al. 2017 and the Appendix) are constructed numerically using the information provided by the spectral number N to characterize the phase-space structure and identify the precise location of the corotation and other resonances. The plane ($X=R\cos \varphi ;$ $Y=R\sin \varphi $) described above does not represent the entire set of initial conditions since it is limited to the Lz-values given by Equation (11). Michtchenko et al. (2017) suggested the plane RVθ, with pR = 0 and $\varphi ={\varphi }_{\mathrm{CR}}$, as a good representative plane. In this work, we choose the representative plane RLz of initial conditions (spanning the whole corotation region and encompassing the orbits of all Local Arm maser sources; for details, see Michtchenko et al. 2017 and the Appendix), with pR = 0 and $\varphi ={\varphi }_{\mathrm{CR}}$, which is covered by a fine grid. We construct a dynamical map over this representative plane of initial conditions (Figure 6) by labeling each initial condition on this grid by its corresponding spectral number N, calculated from the time series of the radial coordinate R(t) for each orbit. We associate with this spectral number a logarithmic gray-scale varying from white (N = 1) to black (N maximum). Here we choose N = 100 for the maximum value of N. All orbits with $N\gt 100$ are also labeled in black. Resonances appear as chains of regular islands in this map, surrounded by regions of chaos.

Figure 6.

Figure 6. Dynamical map on the representative RLz plane, calculated for the equilibrium conditions pR = 0 and ${\varphi }_{\mathrm{CR}}=76^\circ $. The central gray-white region represents the local corotation zone. The Sun is depicted by a blue cross. The locations of the 47 maser sources are shown by red crosses. The positions of the Sun and masers on the map are obtained by propagating their current positions and velocities until each object crosses the representative plane.

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A thorough analysis of the phase-space structure around the corotation is presented in the dynamical map of Figure 6. It shows the stable domain of the corotation resonance (the central light-colored region in Figure 6) delimited by the layers of chaotic motion (dark-colored regions), which are associated with the separatrix of the resonance. The solar orbit, as well as all orbits of the maser sources belonging to the Local Arm, were time-propagated numerically until crossing the representative plane, and the corresponding R and Lz coordinates of each object were then plotted on the dynamical map (red symbols in Figure 6 for maser sources, blue cross for the Sun). We confirm that the majority of the maser orbits lie inside the corotation island of stability, and this is also valid for the solar orbit.

7. Open Clusters

In the present work, we also study the effects of the local corotation zone, which generates the Local Arm, on the orbital properties of a sample of OCs younger than 100 Myr. The advantage of using a sample of young objects is that they could have moved to only small distances from their birthplaces, so that their current positions in the Galactic plane must resemble approximately the overall picture of the spiral arms in regions not too far from the Sun. Unlike the masers, we do not have a preestablished list of OCs associated with the Local Arm, but we can characterize the objects that are most likely under the influence of the local corotation zone based on their locations in the phase space of the Galactic system.

The data for OCs were retrieved from the New Catalog of Optically Visible Open Clusters and Candidates,7 published by Dias et al. (2002). We selected a sample of objects with determined distances and measured heliocentric radial velocities and proper motions. The Galactic radii R, azimuthal angles φ, and Galactocentric velocities VR and Vθ of the OCs were calculated in the same manner as for the maser sources, as described in Section 2.

We now discuss the main results obtained from the sample of OCs. The positions of the young OCs (ages $\lt 100$ Myr), selected as described above, are presented in Figure 7. The OCs marked as green circles (with error bars) are those trapped in the local corotation zone, as revealed by the numerical integration of their orbits for a time interval of 5 Gyr. The figure shows that a large portion of the young OCs contained in the banana-like stability zone are trapped in it. The fact that the banana-like region is not uniformly filled with OCs is probably an observational selection effect, as the OCs have usually been discovered by visual inspection of photographic plates. The distribution of the OCs' distances from the Sun demonstrates a strong decrease in the number of objects beyond 2 kpc (see Figure 1 of Wu et al. 2009).

Figure 7.

Figure 7. Same as Figure 2, except for OCs (triangles and green circles).

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Curiously, Figure 7 top shows a number of OCs that are trapped in the local corotation zone but situated very close to the Sagittarius–Carina arm. The apparent scattering in the distribution of trapped OCs around the banana-like region in Figure 7, top panel, is due to the spread in velocities of the sample: the corotation zone is a domain in the four-dimensional phase space, whereas the banana-like region represents its projections on the two-dimensional XY plane subject to the conditions in Equations (10) and (11). We show in the middle and bottom panels of Figure 7 the radial momenta pR and the tangent velocities Vθ of the OCs presented in Figure 7, top panel, together with the corresponding error bars. In comparing the three panels, we see that the objects whose projection on the XY plane deviates from the banana-like region have in general velocities that deviate significantly from their equilibrium values (dashed lines). If the current positions and velocities were propagated until reaching the conditions in Equations (10)–(11), which define the effective potential, they would lie inside the banana-like region of Figure 1. The difference between the equilibrium values of pR and Vθ and the corresponding OC values is therefore the cause of the observed scattering in positions (some of them outside the banana-like region). It is expected therefore that there are more objects trapped in the local corotation zone than those of the Local Arm; the OCs are an example of this phenomenon.

8. Discussion

We have evidence that the Sun is located near the spiral corotation circle (Mishurov & Zenina 1999; Dias & Lépine 2005; Gerhard 2011; Lépine et al. 2011). This result imposes constraints on the spiral pattern speed, assuming a long-lived spiral structure. The present study confirms that the above evidence is consistent with a four-arm model for the Galaxy, constrained by spiral-tracer observations. For the adopted spiral pattern speed, the Sun is found to be trapped in one of the four corotation islands of stability, evolving with a characteristic radial short period of ∼168 Myr and an azimuthal long period of ∼1.7 Gyr with respect to the main spiral arms (see Figure 3, bottom panel). The range of Galactocentric distances swept by the Sun is about 7.5–9 kpc.

Many efforts dedicated to the observational study of the Local Arm tracers (Hou et al. 2009; Xu et al. 2013, 2016; Bobylev & Bajkova 2014; Hou & Han 2014; Reid et al. 2014) have shown that the Sun also lies close to the Local Arm, a bright arm segment lying between the Sagittarius–Carina and Perseus arms (Hou & Han 2014). Therefore, it is reasonable to assume that the Local Arm is linked in some way to the corotation resonance. In analyzing the dynamics of the maser sources associated with the HMSFRs of the Local Arm, whose positions and velocities were measured only recently, we found that the majority of these objects evolve within the limits of the corotation stability zone. Although the maser sources are associated with massive stars, less-massive stars are also being formed, according to the initial mass function.

We now know, based on the numerical integration of their orbits, that these stars will not escape from the Local Arm for long periods. In some way we are witnessing the building up of the Local Arm. This process naturally produces a high density of stars along the stability zone, an effect that was already predicted for the corotation resonance (Contopoulos 1973; Barbanis 1976). Moreover, recent simulations of gas subject to a two-arm spiral potential and a central bar generated four-arm gas density responses with additional local arms that evolved self-consistently (Li et al. 2016). The parameters corresponding to the best fit model of Li et al. provide the spiral corotation circle located relatively close to the solar radius (they adopt ${R}_{0}=8.3\,\mathrm{kpc}$ and ${R}_{\mathrm{CR}}=9.1$ kpc). It corresponds to ${R}_{\mathrm{CR}}/{R}_{0}=1.096$, which is in agreement with the range determined by Dias & Lépine (2005), ${R}_{\mathrm{CR}}=(1.06\pm 0.08){R}_{0}$. This indicates that the spiral potential used in those simulations generates a gaseous local arm close to the Sun and to the spiral corotation radius. In addition, recent magnetohydrodynamics gas simulations of a Galactic-like disk under the influence of a spiral potential have shown that banana-shaped orbits appear near the corotation circle (Gómez et al. 2013), indicating that the dynamics of the gas are also subject to the corotation resonance. Thus we can conclude that the Local Arm is a direct outcome of the action of the spiral local corotation zone. Based on this result, we propose a scenario for the formation and evolution of the Local Arm, which is presented in detail in Section 8.1.

Our results come from a simple model for the disk of the Galaxy, based on the best available data on the local structure. The conclusions are robust against details of the spiral structure, including small variations of the pattern speed and the pitch angle (see Michtchenko et al. 2017). They also suffer little influence from the details of the rotation curve adopted, such as deviations from the adopted values of the Galactocentric solar radius R0 and the circular velocity V0 at R0, or a tenuous velocity dip just outside the solar radius, a feature proposed by various authors (e.g., Sofue et al. 2009; Barros et al. 2013). The most important parameter that defines the qualitative features obtained in our work is the spiral pattern speed ${{\rm{\Omega }}}_{p}$, which defines the corotation radius.

Our model does not take into account mutual interactions between stars, as it is usually assumed in orbital Galactic dynamics. However, trapped stars inside the corotation zone are close to each other most of the time, and in this case we may question whether mutual interactions are relevant as a second-order effect. It is expected that this effect will perturb the motion of stars inside the corotation zone. A modeling of this additional potential is necessary, as first remarked in Contopoulos (1973). Moreover, a full description of the system must consider the gas dynamics at the corotation resonance; these issues are outside the scope of the present work and deserve a deeper investigation.

Regarding the relation between the Local Arm and the local corotation zone, we have now established the link between the former (an observational fact) and the latter (a dynamical property of the system). The Local Arm lies inside the local corotation zone and most probably was generated by this dynamical mechanism. Meanwhile, there are also resonant objects that do not belong to the Local Arm that we currently observe. We show in Figure 7 an example of this connection—namely, the sample of young OCs with their XY positions in the Galactic plane. We find that according to our model, the objects in green belong to the corotation resonance. Clearly, even being inside the corotation zone some of these objects are not part of the Local Arm as defined by any observational method based on its tracers (e.g., Xu et al. 2013, 2016; Bobylev & Bajkova 2014; Hou & Han 2014; Reid et al. 2014). Thus we conclude that the Local Arm is an apparent location of young resonant objects aligned with the corotation circle on the Galactic plane, whereas the extension of the corotation domain can be assessed solely in the whole four-dimensional phase space. Thus the locations of the observed resonant objects are just the projections of the phase-space positions on the XY plane.

The consequences of our findings are manifold. We first consider the kinematics in the close neighborhood of the Sun. The explanation for the moving groups, or "streaming motions" observed in the velocity space of stars situated in the solar neighborhood (at distances smaller than about 100 pc), has been uncertain for decades, and they are most often considered as disrupted OCs. The Sirius, Coma Berenices, Hyades-Pleiades, and Hercules "branches" have been well mapped in the UV plane by Antoja et al. (2008). Only recently a consensus seems to have been reached that the moving groups are due to some kind of Galactic resonance involving the spiral arms and/or the central bar (Skuljan et al. 1999; Dehnen 2000; Quillen & Minchev 2005; Antoja et al. 2009, 2010, 2011; Famaey et al. 2012). It is now clear that the dominant resonance close to the Sun is, by far, the spiral corotation resonance, and this resonance and its very complex structure (observed in the dynamical map in Figure 6) should be considered in forthcoming models. In addition, our work is also relevant to the quest for solar siblings, the search for the lost members of the solar family (Ramírez et al. 2014).

Certainly, the interpretation of the kinematics of young stars associated with star-forming regions inside the Local Arm (like the Orion complex of molecular clouds and the Sco–Cen–Lupus regions, for instance) will have to be reexamined in light of our new understanding of the orbits of stars close to corotation. The chemical enrichment barrier separating the regions of the Galaxy situated inside and outside the corotation radius, which gives rise to a metallicity step precisely at corotation, well observed in the sample of OCs (Lépine et al. 2011), can now be understood in a new manner. Interestingly, the building up of a metallicity step is also a long-duration process, and in that paper it was used to set a lower limit to the age of the spiral structure (about 3 Gyr).

Furthermore, since the star formation rate and the metallicity enrichment rate are proportional, one might expect the Local Arm to be relatively metal-rich. Thus metallicity variations should be observed not only in the radial direction, but also in the azimuthal direction. The metallicity should be larger close to the center of the banana-like structure of the island of stability, where star formation occurred, and smaller near the frontiers between neighboring banana structures. Indeed, this "azimuthal gradient" has been observed (Lépine et al. 2011) and can now be better understood.

As a final remark, many authors have discussed the question of habitable zones in the Galaxy (Marochnik 1983; Balazs 1988; Dias & Lépine 2005; Gonzalez 2005), some of them giving theoretical arguments that locate the Galactic Habitable Zone (GHZ), as well as the solar orbit, close to the corotation circle. In addition, chemical evolution models of the Galaxy support the hypothesis that the GHZ is restricted to a narrow region centered at the Sun's radius (Lineweaver et al. 2004). The passage of the Sun through spiral arms would be a catastrophic event that might affect Earth's biodiversity and cause mass extinctions (Balazs 1988; Lineweaver et al. 2004; Filipović et al. 2013). According to our scenario, however, the situation reported herein is more favorable to life than that described in the above studies, since the Sun never crossed the main neighboring spiral arms (Sagittarius–Carina and Perseus) in the past, at least for a time equal to the lifetime of the present spiral structure, which is possibly of the order of a few Gyr. Therefore, this no-crossing condition (if it were essential) restricts the possible Galactic regions for emergence of life to the local corotation zone.

8.1. A Scenario for the Evolution of the Local Arm

We suppose that the present spiral structure, with its Sagittarius–Carina and Perseus arms, was possibly triggered by the collision of our Galaxy with a sufficiently massive extragalactic object some 2–3 Gyr ago, according to an accepted mechanism of spiral arm formation (Purcell et al. 2011; Elmegreen 2012). As soon as the new spiral structure emerged the local corotation zone was established, and many stars and gas were trapped in that zone. At first, this did not represent an increase of mass but only a change in the density distribution of matter. However, while the stars are collisionless, the same is not true for the gas. Gas clouds going back and forth in both the radial and the azimuthal directions, following the trapped orbits, collided, stimulating the formation of new trapped stars. This process is still going on now, since we see many recently formed stars (OCs, masers) in this region. Interestingly, the great majority of the stars born recently are trapped in the Local Arm. Therefore we can say that we are witnessing the building up of the Local Arm, which has reached its present-day intensity by means of a slow process. This may be an indication that the observed spiral structure was present for a long time (a few Gyr).

What is the source of the gas? In all the models of chemical evolution of the Galactic disk (e.g., Lacey & Fall 1983; Chiappini et al. 1997; Matteucci 2001), there is a term of infall of gas onto the disk, which explains why the gas has not yet exhausted. Certainly, most of the gas brought by infall on a Galactic range of radius around the corotation was responsible for the continuation of the star formation in the Local Arm. The energy dissipation processes tended to produce a settlement of gas in the central region of the stability zone.

In order to make use of the investigation of the kinematics of the Local Arm by Liu et al. (2017), we must rename what these authors called the trailing and leading sides of the arm. In our model these terms lose their sense, since we consider that the region is at corotation and furthermore that the pitch angle of the Local Arm is small (see Hou & Han 2014). The trailing side is the inner side (closer to the Galactic center), and the leading side is the outer side. The different azimuthal velocities of the stars located in the inner side and outer side of the arm agree with the loop-like orbits that we predict. Note that there is a major difference between the Local Arm and the main arms, from the point of view of the dynamics of the stellar orbits. In the Local Arm the stars belonging to the arm perform loops and are trapped, while the stars of the main arms have long orbits around the Galactic center even when seen in the frame rotating with a velocity of ${{\rm{\Omega }}}_{p}$. We expect that with the release of the Gaia mission data in the near future we will be able to collect samples of stars with highly precise positions and space velocities belonging to the Local Arm and to the Sagittarius–Carina arm. This will allow us to perform statistical studies of the differences in the velocity distribution (VR and Vθ) in the two types of arm, to bring new evidence of the correctness of the basic results of our model, and to refine it.

The authors thank Dr. Jorge Meléndez for critical reading of this manuscript and helpful suggestions. This work was supported by the São Paulo Research Foundation, FAPESP, and the Brazilian National Research Council, CNPq. R. S. S. Vieira and D. A. Barros acknowledge the financial support from FAPESP grants 2015/10577-9 and 2016/18886-3, respectively. This work has made use of the facilities of the Laboratory of Astroinformatics (IAG/USP, NAT/Unicsul), whose purchase was made possible by FAPESP (grant 2009/54006-4) and the INCT-A.

Appendix:

The qualitative aspects of the Hamiltonian flow are numerically analyzed via the spectral analysis method (for details, see Michtchenko et al. 2002; Ferraz-Mello et al. 2005). An application of this method in the context of Galactic dynamics is presented in Michtchenko et al. (2017), with some discussion about its fundamentals. This method is used to distinguish between the regular and the chaotic motions of dynamical systems and is based on the well-known features of power spectra (the plot of the amplitude of the Fourier transform of a time series against frequency; see Powell & Percival 1979). It involves two main steps. The first step is the numerical integration of the equations of motion defined by the full Hamiltonian in Equation (6). The second step consists of the spectral analysis of the output of the numerical integrations. The time series giving the variation of the stellar orbital elements (e.g., the canonical phase-space coordinates) are Fourier-transformed using a standard fast Fourier transform algorithm, and the main oscillation modes are identified. For more details about these methods, see, e.g., Michtchenko et al. (2017).

A.1. Dynamic Power Spectra

In order to see how the main oscillation modes evolve when initial conditions vary, we construct a dynamic power spectrum plotting the frequencies of the significant peaks of the power spectra as functions of the parameter describing a particular family of solutions.

An example of the dynamic power spectrum is shown on the top panel in Figure 3. In this case we analyze the oscillations of the radial (red) and azimuthal (black) coordinates of maser 14 from Table 1 and plot their main frequencies as a function of the pattern speed ${{\rm{\Omega }}}_{p}$. In the domains of regular motion, these frequencies (as well as their harmonics and the possible linear combinations between them) evolve continuously when the value of ${{\rm{\Omega }}}_{p}$ is gradually varied. When Lindblad resonances are approached, the frequency evolution shows a discontinuity characterized by the erratic scatter of values when chaotic layers associated with separatrices are crossed. The smooth evolution of the frequencies is characteristic of regular motion, while the erratic scattering of the points is characteristic of chaotic motion. Inside the resonance islands, the frequencies split because of the qualitatively distinct dynamics that is intrinsic to the resonance: the passage through the corotation resonance in Figure 3, top panel, illustrates this event. The stable domain of the corotation resonance extends from 25 to 29 km s−1 kpc−1 of the values of ${{\rm{\Omega }}}_{p}$. In this work, to perform numerical integrations of the stellar orbits we choose ${{\rm{\Omega }}}_{p}=28.5$ km s−1 kpc−1.

Another example of a dynamic power spectrum, shown in the bottom panel in Figure 3, allows us to assess characteristic times of the stellar dynamics in the corotation resonance. The spectrum shows the evolution of periods of the two independent modes of motion, radial and azimuthal, as functions of the pattern speed ${{\rm{\Omega }}}_{p}$. The periods that by our definition are just inverse of the frequencies were calculated in close vicinity to the stable corotation libration centers defined by the value of ${{\rm{\Omega }}}_{p}$ and other parameters from Table 2. For ${{\rm{\Omega }}}_{p}=28.5$ km s−1 kpc−1, the characteristic radial and azimuthal periods of motion are about 160 Myr and 1.8 Gyr, respectively.

A.2. Dynamical Maps on Representative Planes

The power spectrum of a time series presents peaks corresponding to the main frequencies of the orbit. Regular orbits are quasi-periodic and have few frequency peaks, given by the two independent frequencies, their harmonics, and their linear combinations. However, the amplitude of these peaks drops abruptly when we go to high values. Therefore, their power spectra (plot of the amplitude of the Fourier transform against frequency) present only few significant frequency peaks. On the other hand, chaotic orbits are not confined to an invariant torus; they span a region with higher dimensionality than that of the invariant tori. In practice, this means that their power spectra present a quasi-continuum of frequencies, all of them with comparable magnitudes. Therefore, the number of significant frequencies (defined here as those with an amplitude higher than 5% of the largest peak in the spectrum) is a quantifier of chaos. This number is called spectral number N; small values of N indicate regular motion, while large values correspond to the onset of chaos. The spectral number N also depends on the integration time span; the chosen total integration time should be large enough to allow the chaos generated by resonances to be noticeable. It is worth remarking that the method is robust against small variations of the minimum peak amplitude.

Footnotes

  • We make clear that our references throughout the paper to "being inside the corotation resonance/island/zone" actually mean being located in the island of trapped orbits, not lying at a smaller radius with respect to the corotation radius.

  • We noticed that the maser source G109.87+02.11 has entries in tables in both Reid et al. (2014) and Rastorguev et al. (2016), so we took the data of the latter reference, which is from more recent observations.

  • We use the term horseshoe orbit in the context of celestial mechanics (Murray & Dermott 1999); note that some authors use this term to refer to orbits encompassing only one stable fixed point of the Hamiltonian, e.g., Sellwood & Binney (2002).

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10.3847/1538-4357/aa72e5