Stability Limits of Circumbinary Planets: Is There a Pile-up in the Kepler CBPs?

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Published 2018 April 3 © 2018. The American Astronomical Society. All rights reserved.
, , Citation B. Quarles et al 2018 ApJ 856 150 DOI 10.3847/1538-4357/aab264

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Abstract

The stability limit for circumbinary planets (CBPs) is not well defined and can depend on initial parameters defining either the planetary orbit and/or the inner binary orbit. We expand on the work of Holman & Wiegert (1999) to develop numerical tools for quick, easy, and accurate determination of the stability limit. The results of our simulations, as well as our numerical tools, are available to the community through Zenodo and GitHub, respectively. We employ a grid interpolation method based on ∼150 million full N-body simulations of initially circular, coplanar systems and compare to the nine known Kepler CBP systems. Using a formalism from planet packing studies, we find that 55% of the Kepler CBP systems allow for an additional equal-mass planet to potentially exist on an interior orbit relative to the observed planet. Therefore, we do not find strong evidence for a pile-up in the Kepler CBP systems and more detections are needed to adequately characterize the formation mechanisms for the CBP population. Observations from the Transiting Exoplanet Survey Satellite are expected to substantially increase the number of detections using the unique geometry of CBP systems, where multiple transits can occur during a single conjunction.

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1. Introduction

The Kepler circumbinary planets (CBPs) present a rich set of dynamical systems in close binary systems that resemble architectures around single stars. Soon after the first detection of Kepler-16b by Doyle et al. (2011), theorists have been seeking to understand more fully the possible dynamics, evolution, and formation of these bodies (e.g., Meschiari 2012; Quarles et al. 2012; Dunhill & Alexander 2013; Kane & Hinkel 2013; Rafikov 2013). Analysis of the Kepler data has uncovered more CBPs around a variety of stellar hosts, such as Kepler-34b and Kepler-35b (Welsh et al. 2012) that orbit nearly sunlike stars or two confirmed planets in the same system, Kepler-47b and Kepler-47c (Orosz et al. 2012a), whose stellar hosts have a nearly circular orbit. The Transiting Exoplanet Survey Satellite (TESS) is expected to observe ∼500,000 eclipsing binaries and allow for a substantial increase in the number of observed CBPs in the next few years using the detection method outlined in Kostov et al. (2016).

The stability limits, or smallest stable semimajor axis ratio, of planets as test particles in binary systems have been identified (Dvorak 1986; Dvorak et al. 1989; Holman & Wiegert 1999) assuming that the test bodies begin on nearly coplanar, circular orbits around their host stars. However, the eccentricities of the known CBPs cover a wide range and explore regions of parameter space where the stability formula by Holman & Wiegert (1999, hereafter HW99) may become inadequate. Additionally, the definition of a stability limit must be inherently "fuzzy" due to the overlap of mean motion resonances (Chirikov 1979; Wisdom 1980; Mudryk & Wu 2006; Deck et al. 2013) and some regions of parameter space may be stable but inaccessible through processes within modern formation models. Some studies (Doolin & Blundell 2011; Li et al. 2016; Quarles & Lissauer 2016) have investigated how the stability changes when the planets are significantly inclined relative to the binary planet, or at least enough to prevent the CBP from transiting (Li et al. 2016).

The evolution of these systems has been studied prior to the discovery of the Kepler CBPs, using N-body dynamical models dominated by planetesimals composed of a mixture of rock and ice (Quintana & Lissauer 2006) or hydrodynamical models dominated by gas with planets embedded (Artymowicz & Lubow 1994, 1996; Günther & Kley 2002; de Val-Borro et al. 2006; Pierens & Nelson 2007, 2008; Marzari et al. 2009). The actual systems do not resemble the Earth in composition, where they are typically between a ∼Neptune–Jupiter mass and have volatile-rich compositions. As such, hydrodynamical models have been used to characterize the Kepler CBPs that incorporate interactions between the growing planetary core with a gaseous disk (Paardekooper et al. 2012; Kley & Haghighipour 2014, 2015; Meschiari 2014; Bromley & Kenyon 2015).

When comparing the Kepler CBPs with their respective stability limits (e.g., HW99), the CBP community has remarked on the closeness of these bodies to this "inner boundary" and there is only a small probability that the pile-up of planets near the stability limit is due to selection bias (Li et al. 2016). Although the terminology is similar, the closeness to the inner stability boundary should not be conflated with the observed 3-day pile-up in the hot Jupiters from RV observations, as the underlying physical mechanisms are likely different. This closeness in CBP systems can be quantitatively defined by: (1) a ratio of semimajor axes (${a}_{p}/{a}_{c,{HW}}$) relative to the stability limit by HW99, (2) a spike in the distribution of planetary semimajor axes (log scale), or (3) the dynamical fullness of each system, where a dynamically full system will not allow for additional planets to be placed between the observed planet and the inner stellar binary. In this paper, we use the third definition because the first does not account for spacing with respect to Hill spheres and the second is not currently applicable given the small number of known CBP systems. As a result, we seek to better understand the transition to stability for CBPs, improve the historical formalism for stability, and address whether the Kepler CBPs could host additional planets on interior orbits. In order for such planets to exist, they must presently be on mutually inclined orbits as to not transit, and matching this observational constraint is beyond the scope of this work.

Our methods, the initial conditions for our simulations, definitions for our stability analysis, and assumptions are summarized in Section 2. In Section 3, we present the results of our numerical simulations, a comparison with the Kepler CBPs (at a population and individual level), and a discussion of how this work can be applied to future observations with TESS. We provide the conclusions of our work and compare our results with previous studies in Section 4.

2. Methodology

2.1. Numerical Setup

Our simulations use a modified scheme within the popular mercury integration package (Chambers et al. 2002) that has been designed for the efficient simulation of circumbinary systems. This modification allows for the integration of the inner binary orbit and an outer planet at different timescales while preserving the symplectic nature of the integration method. As a result, we find that the largest integration step for the planet to be ∼2.5% of the planetary Keplerian period. Our numerical scheme stops the simulation when an instability event occurs, which we define as an intersection with the binary orbit or when the radial distance of the planet to the more massive star exceeds 10 au. Using 10 au from the more massive star as a distance cutoff is justified because the planets begin with small semimajor axes, which rules out such a large apastron distance, and planets that reach this distance are likely to exceed the respective escape velocity.

A majority of our simulations use ideal initial conditions for the binary orbit, where the binary semimajor axis is 1 au and the total mass (MA + MB) of the stellar components is 1 ${{\rm{M}}}_{\odot }$. Our runs consider a range of binary mass ratios (μ = MB/(MA + MB)) from 0.01 to 0.5 in steps of 0.01 and include one additional case, μ = 0.001, for a total of 51 steps. The eccentricity of the binary orbit varies from 0.0 to 0.80 in steps of 0.01. Most of our integrations begin the binary orbit at periastron (λbin = 0°) because previous investigations (HW99) have shown this assumption to produce a conservative estimate for the stability limit. However, we do investigate a small subset of runs to quantify how beginning the binary at apastron (λ = 180°) would change our results.

2.2. Coplanar, Circular Planetary Orbits

In order to compare with previous results (i.e., HW99), we perform integrations to determine a critical semimajor axis ac for a Jupiter-mass planet that begins on an initially coplanar, circular orbit. We define the stability limit as the the critical semimajor axis ratio ac in units of the binary semimajor axis abin and measure it by the smallest planetary semimajor axis where a planet is stable for all choices of initial mean anomaly or phases (i.e., the lower critical orbit, Dvorak et al. 1989) relative to the host binary orbit. This definition is motivated by our models of gas giant CBPs that employ migration from a larger distance through interactions with the disk (Pierens & Nelson 2008; Paardekooper et al. 2012; Kley & Haghighipour 2014, 2015; Meschiari 2014; Bromley & Kenyon 2015). Such studies have shown that gas disk migration around tight binaries can occur in a similar manner as in single star systems, where gas drag acts to circularize planetary orbits. After the gas disk dissipates, the binary excites the eccentricities of close-in exoplanets leading to scattering events or expulsion from the system (e.g., Kley & Haghighipour 2015; Silsbee & Rafikov 2015; Thebault & Haghighipour 2015; Vartanyan et al. 2016).

In order to determine ac consistently, given the above definition, we perform simulations over a grid of orbital parameters, where the total simulation time per integration is 105 binary orbits. Our grid of planetary orbital parameters, for each combination of the stellar μ and ebin, vary the semimajor axis ratio (ap/abin) from 1.01 to 5.0 in steps of 0.01 and the initial planetary mean anomaly from 0° to 180° in steps of 2°.

HW99 performed their simulations using a similar definition for the stability limit but only include eight initial phases (0°–315°) for each test particle. Our simulations take advantage of a symmetry with respect to the initial phase and increase the number of trial phases because some initial values can become unstable in between the 45° increments employed by HW99. A higher resolution is necessary to ensure that our definition for the stability limit is reliable.

2.3. Stability Limits Using the Hill Radius

For very small values of both μ and ebin, our simulations approach conditions consistent with Hill stability (Szebehely & McKenzie 1981; Gladman 1993). This type of analysis identifies the gravitational radius of influence that the secondary mass has on the tertiary mass through the Hill radius RH = a(μ/3)1/3.

Parameterization using the Hill radius has also been used in the stability of planetary systems around single stars, but has been modified slightly to include the average semimajor axis between adjacent pairs of planets and the mass interior to the outermost body (Chambers et al. 1996). Using this formalism, we measure the dynamical fullness of the system. The mathematical definitions of the mutual Hill Radius, RH,m, and dynamical spacing, β, between the k,k + 1 planets with identical mass, m, are:

Equation (1)

Equation (2)

where MT = MA + MB + m and represents the total mass interior to the outermost body. Our analysis uses this representation to evaluate whether a planet of identical mass could be placed at ac in addition to the observed CBP. Others have investigated planet packing for CBPs and determined that values of β = 5–7 would represent the minimum dynamical spacing necessary near the stability limit (Kratter & Shannon 2014; Andrade-Ines & Robutel 2018). We use this formalism to measure the dynamical fullness of each system, where dynamically full systems relative to the stability limit are potential evidence for a pile-up in the CBPs.

2.4. Effects of the Binary Orbit on the Stability Limit

We use numerical simulations to identify the stability limit for a Jupiter-mass planet in an initially circular, coplanar orbit around a range of binary parameters. The results of such simulations can vary with the assumed binary orbit. Therefore, we first identify the range of variation we can expect when the binary begins at either periastron (λbin = 0°) or apastron (λbin = 180°).

Figure 1 illustrates how the maximum eccentricity (color-coded) of the planet varies with respect to the initial semimajor axis ratio (ap/abin) and planetary mean anomaly when the binary begins at periastron. Each subplot varies the binary stellar parameters (μ, ebin), where the respective values are given in the upper right corner. Additionally, the stability limit ac is identified by a horizontal cyan line, and the value is given in the lower left corner. The white space denotes regions of parameter space that are unstable on the timescale of 105 binary orbits.

Figure 1.

Figure 1. Simulations broadly varying the binary parameters (μ, ebin) starting the binary stars at periastron (λbin = 0°) and considering the full range of planetary initial mean anomalies (0°–360°) in 2° increments. The color scale represents the maximum eccentricity obtained by a planet over the simulation time (105 binary orbits), where only stable initial conditions are plotted. The horizontal cyan lines identify the location of the critical semimajor axis ac in units of abin, where the respective values are also given. We note that most structures are symmetric about 180° with respect to the planetary mean anomaly.

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The stability limit in the top row of Figure 1 increases as the binary eccentricity, ebin, increases. There are also increases in ac as μ increases (i.e., starting from the top row and going down a given column). However, the largest value in ac does not occur at both the largest μ and ebin combination, rather when ebin is large (0.5) and μ is modest (0.1–0.3). Also, the stability islands—that depend on mean motion resonances—are symmetric about 180° in the planetary mean anomaly. Deck et al. (2013) found similar results when investigating first-order resonance overlap in close two planet systems around a single star, where a similar dynamical environment exists. The symmetry justifies our choice to investigate only from 0° to 180° in the initial planetary mean anomaly in the more computationally expensive portion of our study (See Section 3).

In contrast, Figure 2 demonstrates how the stability limit ac changes when the binary begins at apastron (λbin = 180°). Similar trends are present and most changes in ac between respective subplots are small (<0.1). The most drastic change occurs when μ = 0.5 and ebin = 0.5, where the difference in ac is 0.37. In order to produce conservative (and possibly more reliable) results, we begin the binary at periastron for simulations used in the rest of our analysis.

Figure 2.

Figure 2. Similar to Figure 1, where the stellar components begin at apastron (λbin = 180°) instead. Symmetries about 180° with respect to the planetary mean anomaly also persist.

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3. Results and Discussion

3.1. Stability Limits Revisited

We perform a multitude of simulations5 (∼150 million) to improve the accuracy of the stability limit, ac, for CBPs. We determine the ac for a given combination of binary parameters, μ and ebin, using a grid of simulations (e.g., Figures 1 and 2), where we limit initial planetary mean anomaly to 180° (see Section 2.4).

From these results, we analyze how ac varies at a given binary eccentricity, ebin, as a function of the binary mass ratio. Figure 3 shows these results where the color-code represents the binary mass ratio, μ, and the smallest value μ = 0.001 is excluded because it is significantly flatter relative to the rest of the points. When including this broad range of mass ratio, the value of ac, can typically vary by ∼0.5–1.0 abin. This variation changes with the binary eccentricity and the median value is not proportional to the mean value. We have over-plotted the median value (black points) with error bars indicating the upper and lower extremes in Figure 3 to illustrate how the stability limit is affected by the binary mass ratio, μ.

Figure 3.

Figure 3. Critical semimajor axis ac values as a function of the binary eccentricity ebin, where μ ≥ 0.01. The black points illustrate the median value of ac in units of abin over the distribution of μ considered, where the upper and lower limits show the extreme values attained relative to the median. There is a large variance in values for μ < 0.1.

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Most of the variation in the lower bound occurs for μ < 0.1. If points with μ < 0.1 were excluded, then a polynomial function could approximately reflect ac statistically. HW99 included results where μ = 0.1–0.5 and determined a quadratic polynomial to be appropriate, although their selection on μ was to exclude a regime that can be modeled using Hill stability.

In order to make a fair comparison with HW99, we plot in Figure 4 the median values of the stability limit, ac, using error bars to indicate the total range (maximum/minimum values) at a given binary eccentricity ebin. In addition to the data points (blue), we also include the curves using the respective coefficients from Dvorak et al. (1989) (solid black), HW99 (dashed black), and those determined from our simulations (solid red). The coefficients and uncertainties are provided in Table 1, where the values for Dvorak et al. (1989) and HW99 are both quoted from HW99 due to the possible errors in labeling noted by HW99.

Figure 4.

Figure 4. Similar to Figure 4 in Holman & Wiegert (1999), considering a quadratic form of ebin after averaging over possible values of μ ≥ 0.1. The blue points indicate the median value, where the upper and lower limits are the extrema values obtain over the distribution of μ considered. Three curves are over-plotted showing the relative fit of each work, where the coefficients for each curve are given in Table 1. The N: 1 mean motion resonances are marked along the right y-axis and horizontal (gray) lines are provided to guide the eye.

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Table 1.  Coefficients for the Critical Semimajor Axis Using ebin

  C1 C2 C3
Dvorak et al. (1989) 2.37 2.76 −1.04
HW99 2.278+0.008−0.008 ${3.824}_{-0.33}^{+0.33}$ −1.71${}_{-0.10}^{+0.10}$
this work ${2.170}_{-0.017}^{+0.017}$ ${4.017}_{-0.10}^{+0.10}$ −1.75${}_{-0.14}^{+0.14}$

Note. The coefficients (and uncertainties) for C1, C2, and C3 from previous studies are listed that use a quadratic fitting function ignoring μ, ${a}_{c}/{a}_{\mathrm{bin}}\,={C}_{1}+{C}_{2}{e}_{\mathrm{bin}}+{C}_{3}{e}_{\mathrm{bin}}^{2}$. We use the same function in this work but use the maximum, median, and minimum values of ac (e.g., Figure 4).

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Upon inspection of Figure 4 and Table 1, we reaffirm the previous results, where most of our coefficients overlap (within errors) with those of HW99. However, both fits are applicable at a statistical distribution level and not very accurate individually due to the effective marginalization over the binary mass ratio, μ. In Figure 4, we also mark the expected locations of the mean motion resonances the planet would encounter with the binary orbit, which act to destabilize CBPs (Mudryk & Wu 2006). Doolin & Blundell (2011), Quarles & Lissauer (2016), and others have shown through large parameter space studies that these resonances produce unstable gaps and stability islands can exist at locations approximately half-way between the resonances.

Another method utilized by HW99 is to allow both the binary semimajor axis, μ, and the binary eccentricity, ebin, to vary as quadratic functions. We perform a similar approach (using all our data) and provide our results alongside those determined by HW99 in Table 2. The reduced chi-square statistic is provided using the HW99 coefficients as well as our own. We provide an additional fitting where we make the replacement of $\mu \,\to \,{\mu }^{1/3}$ as motivated by stability studies using the Hill radius (i.e., planet packing around a single star). Both of our fittings produce a lower chi-square statistic than HW99, although our Fit 2 is likely to be biased in that a large portion of our simulations (∼40%) have a binary mass ratio within the Hill regime.

Table 2.  Coefficients for the Critical Semimajor Axis

  C1 C2 C3 C4 C5 C6 C7 ${\chi }_{\nu }^{2}$
HW99 ${1.60}_{-0.04}^{+0.04}$ ${5.10}_{-0.05}^{+0.05}$ −2.22${}_{-0.11}^{+0.11}$ ${4.12}_{-0.09}^{+0.09}$ −4.27${}_{-0.17}^{+0.17}$ −5.09${}_{-0.11}^{+0.11}$ ${4.61}_{-0.36}^{+0.36}$ 2015.97a
Fit 1 ${1.48}_{-0.01}^{+0.01}$ ${3.92}_{-0.06}^{+0.06}$ −1.41${}_{-0.06}^{+0.06}$ ${5.14}_{-0.10}^{+0.10}$ ${0.33}_{-0.19}^{+0.19}$ −7.95${}_{-0.15}^{+0.15}$ −4.89${}_{-0.44}^{+0.44}$ 876.25
Fit 2 ${0.93}_{-0.02}^{+0.02}$ ${2.67}_{-0.08}^{+0.08}$ −0.25${}_{-0.06}^{+0.06}$ ${3.72}_{-0.06}^{+0.06}$ ${2.25}_{-0.12}^{+0.12}$ −2.72${}_{-0.05}^{+0.05}$ −4.17${}_{-0.15}^{+0.15}$ 450.55b

Notes. The coefficients and uncertainties for ${C}_{1}-{C}_{7}$ from HW99 are listed using the fitting formula, ${a}_{c}/{a}_{\mathrm{bin}}={C}_{1}+{C}_{2}{e}_{\mathrm{bin}}+{C}_{3}{e}_{\mathrm{bin}}^{2}+{C}_{4}\mu +{C}_{5}{e}_{\mathrm{bin}}\mu \,+{C}_{6}{\mu }^{2}+{C}_{7}{e}_{\mathrm{bin}}^{2}{\mu }^{2}$. We perform two separate fits (Fit 1 and Fit 2) using all of our data and list the resulting reduced chi-square value, ${\chi }_{\nu }^{2}$.

aThis value was calculated using the coefficients listed in HW99 and our larger data set. bThis fit modifies the equation where $\mu \to {\mu }^{1/3}$ in order to better match the form with the Hill radius when ebin and μ are small.

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Although we find good agreement statistically with HW99, the final result will represent CBPs at the population level and there are not enough detections made thus far to justify a completely statistical treatment. Therefore, we suggest a different approach, which is to think of a stability surface (i.e., two-dimensional) rather than a stability limit. In this interpretation, we can obtain much higher accuracy at an individual system level through grid interpolation of our results.

Figure 5 illustrates how our data set can be used to make such a map.6 Each point is color-coded to the stability limit, ac, determined through a smaller grid of simulations (e.g., Figure 7). Additionally, in Figure 5, we have over-plotted (white dots) the locations corresponding to the stellar parameters of the Kepler CBPs. The smallest value of ac is 1.31 and is located where one would expect. Interestingly, the largest value of ac is 4.49 and is not produced considering the largest value of μ that we consider. HW99 also observed a similar feature (ac = 4.2–4.3), but their range in ebin and resolution did not allow them to identify this location accurately.

Figure 5.

Figure 5. Smallest stable planetary semimajor axis ac in units of abin over all initial planetary mean anomalies as a function of the binary mass ratio μ and eccentricity ebin. The white dots represent the corresponding locations of the host stars for the Kepler CBPs within this parameter space.

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3.2. Comparison to the Kepler CBPs—Populations

The Kepler mission has uncovered nine CBP systems, whose stellar and planetary properties vary widely, and comparing them statistically in terms of a stability limit may not be reliable. Li et al. (2016) examined how the mutual inclination of CBPs relative to the binary orbital plane would affect the probability of observing a pile-up of the Kepler CBPs at the stability limit. Their study demonstrated that different conclusions can be drawn when Kepler-1647 is and is not included in the sample of CBPs, and more systems need to be observed in order to distinguish between their two scenarios.

As a result, we compare each of the Kepler CBPs at a system-by-system level using the values of the critical semimajor axis, ac determined in Section 3.1. We also note that our analysis represents a conservative estimate of the stability limit as our determined limits for ac could decrease with an increased mutual inclination of the CBP (Doolin & Blundell 2011; Li et al. 2016) or the stellar binary begins closer to apastron rather than periastron (See Section 2.4). Table 3 summarizes the observationally determined stellar masses and orbital parameters of each of the known Kepler CBPs.

Table 3.  Stellar Parameters for the Kepler CBPs

  MA (${M}_{\odot }$) MB (${M}_{\odot }$) μ abin (au) ebin ω (deg.) MA (deg.) Ref.
Kepler-16 0.6897 0.20255 0.2270 0.22431 0.15944 263.464 188.888 Doyle et al. (2011)
Kepler-34 1.0479 1.0208 0.4934 0.22882 0.52087 71.437 228.760 Welsh et al. (2012)
Kepler-35 0.8877 0.8094 0.4769 0.17617 0.1421 89.1784 2.9021 Welsh et al. (2012)
Kepler-38 0.949 0.249 0.208 0.1469 0.1032 268.68 181.32 Orosz et al. (2012b)
Kepler-47 0.957 0.342 0.263 0.08145 0.0288 226.253 310.818 Orosz et al. (2012a)
Kepler-64 1.528 0.408 0.211 0.1744 0.2117 219.7504 251.558 Schwamb et al. (2013)
Kepler-413 0.820 0.5423 0.398 0.10148 0.0365 279.54 169.5328 Kostov et al. (2014)
Kepler-453 0.944 0.1951 0.171 0.185319 0.0524 263.05 187.7059 Welsh et al. (2015)
Kepler-1647 1.2207 0.9678 0.4422 0.1276 0.1602 300.5442 139.0749 Kostov et al. (2016)

Note. The stellar parameters (MA, MB, μ, abin, ebin, ω, and MA) of the Kepler CBPs are listed. The definitions of these orbital parameters carry their usual meaning from the exoplanet literature.

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To measure the proximity of the Kepler CBPs to our determined stability limit, we first determine ac through a grid interpolation of Figure 5 using the μ and ebin values given in Table 3. The result of this interpolation for each CBP is given in Table 4. The observed planetary semimajor axis ap is also provided along with a measure of the percentage difference between ap and ac. The comparison using percent difference shows that some CBPs are much closer to ac than others, where the average difference between ap and ac is ∼42%. For systems that are much lower than 42%, we initially classify them to be at the stability limit, and those that are much higher are not at the stability limit.

Table 4.  Stability Limits for the Kepler CBPs

  ac (au) Tc (days) ap (au) % diff RH,m (au) βc
Kepler-16b 0.6050 182.0 0.7048 15.24 0.0405 2.4610
Kepler-34b 0.8118 185.7 1.0896 29.220 0.0387 7.1703
Kepler-35b 0.4795 93.09 0.6035 22.89 0.0196 6.3175
Kepler-38b 0.4328 95.02 0.4644 7.047 0.0264 1.1968
Kepler-47b 0.1848 25.46 0.2956 46.13 0.00820 13.519
Kepler-64b 0.5368 103.2 0.634 16.6 0.0327 2.9697
Kepler-413b 0.2389 36.54 0.353 38.6 0.0136 8.3487
Kepler-453b 0.4184 92.62 0.7903 61.53 0.0184 20.152
Kepler-1647b 0.3497 51.06 2.72 154 0.117 20.275

Note. Calculated values of ac, Tc, % diff, RH,m and βc are listed for each of the Kepler CBPs, where the ap values are drawn from the discovery papers (see Table 3). We use the definition of percent difference as $ \% \,\mathrm{diff}=2| {a}_{p}-{a}_{c}| /({a}_{p}+{a}_{c})$.

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Another method for determining the proximity to the stability limit uses formalisms from planet packing studies (e.g., Kratter & Shannon 2014) and requires the calculation of the mutual Hill radius, RH,m (See Section 2.3). For this calculation, we propose that planets classified to reside at the stability limit should not allow for an additional equal-mass planet to exist on an interior orbit at our determined ac. Along with RH,m, we also determine the dynamical spacing, βc, between an equal-mass planet at ac relative to the observed planet at ap in Table 4.

Kratter & Shannon (2014) determined that stability is possible with βc = 5–7, where we define in this analysis that βc ≤ 7 does not allow for an interior equal-mass planet to exist at ac. Using this criterion, we find that five out of nine CBP systems (55%) do allow for an interior equal-mass planet. However, the previous study (Kratter & Shannon 2014) did not take the binary eccentricity into account, and we perform a limited suite of N-body simulations to confirm the above estimate for the Kepler CBPs.

In these simulations, we introduce an equal-mass planet with a semimajor axis between abin and qp ( = ap(1–ep)) with steps of 0.001 au. The binary can induce a forced eccentricity on the inner planet (e.g., Mudryk & Wu 2006). As a result, we choose the initial eccentricity vectors of both planets to be aligned (ω = 0°) with the binary orbit and vary the magnitude of the eccentricity vector from 0.0 to 0.50 in steps of 0.01. We follow a similar relative phase setup from Gladman (1993), where each planet pair starts 180° out of phase from one another and the inner planet begins at periastron (MA = 0°). In order to identify robust regions of stability, these simulations are integrated up to 500 million orbits for a planet at ac (see Table 4 for values of Tc). The integration step is adjusted for each simulation at 2.5% of the initial Keplerian period for the inner planet.

Our full N-body simulations justify our criterion, βc > 7, to allow for additional equal-mass planets to stably orbit within five of the Kepler CBP systems. Figure 6 illustrates the relative distribution of the Kepler CBPs through their respective values of βc as concentric circles, where the origin denotes the location that is exactly at the stability limit. In this schematic, the dynamical separation, βc, from the stability limit does not appear to cluster at any particular value. If we choose the inner planet mass to be Earth-like, then our values of βc would increase by ∼21/3 and potentially allow for an additional planet in Kepler-35. Note: we emphasize that we are not confirming the existence of any planets interior to the observed Kepler CBPs. If such planets do exist, then they must be on sufficiently inclined orbits at the present epoch to have avoided detection.

Figure 6.

Figure 6. Schematic illustrating the relative difference between the Kepler CBPs using the dynamical spacing, βc, between the observed planet at ap and an equal-mass planet placed at the stability limit, ac. The red curves designate dynamical spacing values that do not allow for stable planets with a < ap from our numerical simulations and the value (βc = 7) from previous works. The dynamical spacings for Kepler-453b and Kepler-1647b are delineated by dashed and solid curves, respectively. See Table 4 for more precise values.

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3.3. Comparison to the Kepler CBPs—Individual Systems

The Kepler CBPs are a snapshot of the larger population of CBPs, where we want to investigate them at a system-by-system level. We identify the ways that the initial conditions could alter our determination of the critical semimajor axis ratio, ac, by choices in the: initial phase of the binary orbit, initial phase of the planetary orbit, or the initial eccentricity of the planetary orbit.

We examine the stability of systems similar to the Kepler CBPs in the binary parameters (μ, ebin) using the results from our simulations in Figure 5. Figure 7 illustrates the variation of stability over 105 binary orbits with respect to variations in the initial semimajor axis ratio and mean anomaly of the planetary orbit, when the binary begins at periastron (λbin = 0°). We emphasize these assumptions because the actual Kepler CBPs will likely not adhere to them and shifts in the initial phase may be necessary for 1:1 comparisons.

Figure 7.

Figure 7. Stability maps of an initially coplanar, circular Jupiter-mass planet using our data set (∼150 million simulations) in Figure 5 at the nearest combination of stellar parameters (μ, ebin). Similar to Figure 1, the stellar binary begins at periastron (λbin = 0°), while the initial semimajor axis ratio and mean anomaly of the planetary orbit are varied. These simulations cover a wide range of initial conditions that include configurations consistent with the architecture of the Kepler CBPs (green dots). The semimajor axis of the CBPs in Kepler-453 and Kepler-1647 are more than five times abin and are not plotted. The color scale represents the maximum eccentricity of the planet attained over 105 binary orbits on a base-10 logarithmic scale, where only stable initial conditions are plotted. The horizontal cyan lines identify the location of the critical semimajor axis ac in units of abin, where the respective values are also given.

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In Figure 7, most systems are not strongly dependent on the choice of the planetary mean anomaly (except Kepler-34, Kepler-38, and Kepler-64) and our definition of stability (see Section 2.2) appears to be robust when stability islands exist at specific ranges in the mean anomaly of the planetary orbit. Comparing the values of ac at these points are consistent (within ∼1%) to those given in Table 4, after multiplying by abin, that were determined through a grid interpolation.

We go beyond our ideal setup (excluding Kepler-1647, see Kostov et al. (2016) for a stability map) that makes assumptions on the binary and planetary orbit. For this, we evaluate the variation of stability considering the actual host binary orbit (see Table 3) with a range of initial eccentricity (0–0.5 in steps of 0.01) and semimajor axis (abin–1.5 au in steps of 0.001 au) for a Jupiter-mass planet. The planet begins along the reference node so that ω = Ω = MA = 0°. We plot the initial conditions that are stable for at least 100,000 years in Figure 8 using a color-code, the location (green dot) of the observed Kepler CBP parameters, and over-plot the approximate stability boundary for three methods: our Fit 1 (cyan, see Table 2), our interpolation (yellow, see Table 4), and HW99 (violet, see Table 2) using mean values where applicable. The stable initial conditions are color-coded based upon the range of eccentricity (Δe = emaxemin) a planet attains over the simulation time on a base-10 logarithmic scale. Ramos et al. (2015) and Giuppone & Correia (2017) have used a similar metric because it highlights dynamical regions affected by resonant interactions, where our definition differs from theirs by a factor of two for clarity. Our results from Section 3.2 investigating whether interior planets could be possible are also shown as gray squares, where those simulations used planet pairs more similar to the actual mass of the Kepler CBPs.

Figure 8.

Figure 8. Stability of a Jupiter-mass planet orbiting the Kepler CBP host stars considering a wide range of initial conditions with respect to the planetary semimajor axis, ap, and planetary eccentricity, ep. The planet begins oriented along the reference node (ω = Ω = MA = 0°), while the host binary begins with the parameters listed in Table 3. The color-code represents the range of eccentricity (Δe = emaxemin) attained over the simulation time for stable initial conditions on a base-10 logarithmic scale, where only stable initial conditions are plotted. The curves denote the approximate stability limit assuming that ac ∝ qc using our coefficients in Fit 1 (cyan, see Table 2), our interpolated values (yellow, see Table 4), and the coefficients from HW99 (violet, see Table 2). The green dots illustrate the location of the observed CBPs within this parameter space. The gray squares demonstrate regions of the parameter space where an equal-mass planet (in addition to the Kepler CBP) can remain stable up to 500 million orbits.

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For the stability boundary, we assume that a critical pericenter distance, qc, exists for an eccentric orbit that corresponds approximately to the critical semimajor axis for a circular orbit (i.e., Popova & Shevchenko 2016). The mathematical expression that we use to approximate the critical eccentricity, ec, is:

Equation (3)

where ac is the critical semimajor axis (in au) derived via each method, and ap is the planetary semimajor axis in au. The 0.8 factor in our equation is arbitrary, but we found that using this value consistently improves the fit of the upper boundary (high values of ep) of stability for most cases. Our interpolation method (yellow curve) in Figure 8 typically agrees well with the innermost stable circular orbit (within ∼1%). The other two methods (Fit 1 and HW99) also agree within their error limits, although a substantial fraction within the error range exists in a region of unstable parameter space.

3.4. CBPs in Context: Observations with TESS

With a sample of only 10 planets, one of which is already an outlier in terms of orbital separation (Kepler-1647b), interpretations of the available data—such as the proposed pile-up of CBPs at the dynamical stability limit—may be affected by observational bias. Increasing the sample by a factor of two would be very useful. Increasing it by a factor of 10 would be fantastic, and with the help of the tools we develop here, would enable comprehensive statistical studies for or against the potential pile-up.

An order of magnitude increase in the number of known CBPs will be indeed possible with the TESS mission by using a novel method for CBP detection based on the occurrence of multiple transits during the same conjunction. This method has already been demonstrated for the case of two such transits of Kepler-1647b, where Kostov et al. (2016) estimated a planet period within 5% of the true period by combining radial velocity measurements with transit timing-independently from the full photodynamical solution of the systems. Similar transits can easily occur within the 30-day all-sky observing window of TESS.

TESS will observe the entire sky for at least 30 days, and continuously measure the brightness of ∼20 million stars (including ∼500,000 eclipsing binaries) brighter than R ∼ 15 with mmag precision (Sullivan et al. 2015). Based on the CBP results from Kepler, we expect the CBP yield of TESS to be a few hundred planets similar to Kepler's (V. B. Kostov et al. 2018, in preparation). The tools and methods we describe here will be directly applicable for both estimating the stability of each new CBP candidate during the initial detection phase, as well as for detailed dynamical investigations of the entire sample after the comprehensive photodynamical characterization of all planets. For example, our method would allow rapid identification (<1 s) of the likelihood that a candidate is a false positive—and thus immediately guide follow-up efforts—based on stability criteria and dynamical packing. In addition, if any TESS CBP system exhibits extra transits, not associated with either the binary or the detected planets, by applying the methodology presented here, we will be able to rule out the orbital parameter space available to additional planets in the respective systems.

3.5. Numerical Tools for the Community

We perform a multitude of simulations into order to determine the most general and reliable stability limit given a set of binary parameters (μ, ebin). The results of these simulations are available through GitHub7 and Zenodo.8 The GitHub repository contains scripts to identify the stability limit, ac, and reproduce the figures contained in this paper using Matplotlib (Hunter 2007; Droettboom et al. 2016). The determination of ac is not limited to the binary parameters used to make Figure 5, but can be interpolated using routines from Scipy (Jones et al. 2001) in Python or other programming languages (Press et al. 1992).

The full data set is available as a compressed tar archive on Zenodo. The archive contains text files that are delineated by the assumed binary parameters (μ, ebin) in the file names. Python scripts to manipulate the data set without extracting all the files are available in the GitHub repository. Each comma delimited file in the archive lists the results of a given simulation, where the columns are the initial semimajor axis ratio, the initial planetary phase in degrees, the maximum planetary eccentricity attained, the minimum eccentricity attained, and the collision/escape time in years. For initial conditions that survived the full simulation time, a value of 105 years is reported the final column.

4. Conclusions

The number of known CBPs is currently small (∼10), but the current methods to determine the proximity of these CBPs to the stability limit for their host stars is statistical (HW99). In this paper, we perform a multitude of numerical simulations (∼150 million) to better understand the stability surface of CBPs as a function of stellar mass ratio, μ, and eccentricity, ebin. We provide open-source python software for the community to access and make use of our simulations, specifically with a python script that can interpolate our results for the stability surface for CBP candidates derived from photometric planet surveys.

Using our numerical tools, we devise a grid interpolation method that uses the stability surface to accurately characterize the inner limits of stability with respect to μ and ebin (see Figure 5). We compare our derived stability limits to the previous study by Holman & Wiegert (1999) for completeness and find good agreement, within errors. The reduced chi-square of our fits are smaller than HW99, which is likely a result of the increased resolution. We find that replacing $\mu \to {\mu }^{1/3}$ provides a better fit due to the weak dependence on the stellar mass ratio (Szebehely & McKenzie 1981; Holman & Wiegert 1999). However, this result is likely biased due to the large number of simulations we performed (∼40%) where μ ≲ 0.2 and Hill stability would be more applicable. The largest values of the critical semimajor axis, ac in units of abin, occur for large binary eccentricity (ebin ∼ 0.8) and a more modest stellar mass ratio μ ∼ 0.18. Recently Lam & Kipping (2018) performed a similar study using machine learning through a deep neural network (DNN), where we find good agreement between the studies (typically within 5%) when μ ≳ 0.05 and much larger disagreement (up to ∼33%) for smaller μ. They did not train for μ < 0.05 and thus one should not use their DNN on such systems (D. Kipping 2018, private communication).

We apply three different methods to estimate the stability limit and compare to numerical simulations that take a wide range of values in the initial semimajor axis and eccentricity of the planet into account. The derived stability limits for ac agree well (within ∼1%) when considering either an ideal or more realistic architecture for the known Kepler CBPs. The derived limits for ac can also be generalized to include eccentric planetary orbits by considering a proportional critical eccentricity, ec.

Our analysis also finds that 55% of CBP systems from Kepler could host another equal-mass planet closer to ac on a coplanar orbit using numerical simulation and a planet packing framework (Kratter & Shannon 2014). We consider this to be a conservative estimate because smaller values of ac are possible if the interior planet is highly misaligned (or even retrograde) relative to the binary orbital plane (Doolin & Blundell 2011; Li et al. 2016). As a result, we do not find strong evidence for a pile-up near the stability limit for the Kepler CBP systems (see Table 4), especially considering the observing bias toward the discovery of small semimajor axis planets using conventional methods.

However, we do find that most (∼90%) of the Kepler CBP host binary eccentricities are <0.25 and have similar stability limits (ac = 2.3–3.1ab). The dynamical spacing, βc, is larger than seven mutual Hill radii for the systems that could host an interior planet on coplanar orbit, and this indicates a need for more in-depth studies (Kepler-34, Kepler-413, Kepler-47, Kepler-453, & Kepler-1647). Although the sample of confirmed Kepler CBPs is limited, observations from TESS are expected to substantially increase the sample, where we can then identify more robustly any trends within the CBP population in relation to the stability surface.

We thank the anonymous referee for providing helpful comments that improved the overall quality and clarity of the manuscript. The simulations presented here were performed using the OU Supercomputing Center for Education and Research (OSCER) at the University of Oklahoma (OU). S.S. would like to thank Zdzislaw Musielak and Alex Weiss for their continued support in his exoplanetary research.

Footnotes

  • The results of our simulations are publicly available on zenodo.org as a compressed tar archive. See Section 3.5 for details.

  • We provide python tools on GitHub to query our data set and reproduce all of our figures. Specifically, there is a routine that returns ac through grid interpolation for a given combination of μ and ebin. See Section 3.5 for details.

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10.3847/1538-4357/aab264