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The Observed Mass Distribution of Galactic Black Hole LMXBs Is Biased against Massive Black Holes

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Published 2021 November 9 © 2021. The American Astronomical Society. All rights reserved.
, , Citation Peter G. Jonker et al 2021 ApJ 921 131 DOI 10.3847/1538-4357/ac2839

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0004-637X/921/2/131

Abstract

The discovery of gravitational-wave radiation from merging black holes (BHs) also uncovered BHs with masses in the range of ≈20–160 M. In contrast, the most massive Galactic stellar-mass BH currently known has a mass of ≈21 M. While low-mass X-ray binaries (LMXBs) will never independently evolve into a binary BH system, and binary evolution effects can play an important role in explaining the different BH masses found through studies of X-ray binaries and gravitational-wave events, (electromagnetic) selection effects may also play a role in this discrepancy. Assuming BH LMXBs originate in the Galactic plane, we show that the spatial distributions of the current samples of confirmed and candidate BH LMXBs are both biased to sources that lie at a large distance from the plane. Specifically, most of the confirmed and candidate BH LMXBs are found at a Galactic height larger than three times the scale height for massive star formation. In addition, the confirmed BH LMXBs are found at larger distances to the Galactic center than the candidate BH LMXBs. Interstellar absorption makes candidate BH LMXBs in the plane and bulge too faint for a dynamical mass measurement using current instrumentation. Given the observed and theoretical evidence for BH natal and/or Blaauw kicks, their relation with BH mass and binary orbital period, and the relation between outburst recurrence time and BH mass, the observational selection effects imply that the current sample of confirmed BH LMXBs is biased against the most massive BHs.

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1. Introduction

Black hole (BH) X-ray binaries are systems in which a BH accretes mass from a companion star. Typically, a distinction is made between low- and high-mass X-ray binaries on the basis of the mass of the donor star in the binary. In this paper, we focus on low-mass X-ray binaries (LMXBs), excluding BH X-ray binaries with O- and early B-type donor stars. When the accretion rate through the disk is large, these systems show up as bright X-ray sources. When the mass flow rate through the disk decreases, the systems go (back) to quiescence. During the quiescent phase, the mass donor or companion star can be detected in the optical and/or near-infrared (NIR). Such observations can be used to determine the mass of the BH (for a review and detailed explanation of the methods involved, see Casares & Jonker 2014).

The observed BH mass distribution in these LMXBs (Özel et al. 2010; Farr et al. 2011) has an apparent lack of BHs in the mass range of 2–5 M (the so-called mass gap; Bailyn et al. 1998), and BHs more massive than ≈15 M are also not observed. Recently, the mass of the BH in the high-mass X-ray binary Cyg X-1 was adjusted upward to 21.2 ± 2.2 M (Miller-Jones et al. 2021), making this the heaviest stellar-mass BH with an electromagnetically measured mass. In some mass determinations, a systematic error is introduced by assuming that the accretion disk light is not contributing to the optical light. Properly accounting for this may remove the apparent lack of BHs in LMXBs in the 2–5 M range (e.g., Kreidberg et al. 2012). Depending on the assumed BH kick properties, microlensing mass determinations of single BH lenses may also cast doubt on the presence of the mass gap (Wyrzykowski & Mandel 2020).

The detection of gravitational waves (GWs) by the Laser Interferometer Gravitational Wave Observatory (LIGO; Aasi et al. 2015) and the Virgo interferometer (Acernese et al. 2015) from binary BH mergers (e.g., Abbott et al. 2016a, 2016b, 2019, 2021) revealed the existence of BHs more massive than the stellar-mass BHs previously detected in X-ray binaries. The current record holder is the detection of a BH merger product with a mass of ≈150 M, where the BH component masses were ${85}_{-14}^{+21}$ and ${66}_{-18}^{+17}{M}_{\odot }$ (Abbott et al. 2020). While some of the BHs involved in binary BH mergers are inferred to have masses in the range electromagnetically observed for stellar-mass BHs, many are considerably larger (Abbott et al. 2021). It is likely that the different binary evolution histories of binary BH merger progenitors and the BH X-ray binaries (especially for the LMXB systems) are an important factor in these different mass distributions (e.g., Perna et al. 2019; Schneider et al. 2021); however, some aspects of the BH formation process may be relevant to both groups of systems.

Stellar-mass BHs can form out of massive stars in two different ways (Fryer & Kalogera 2001); hence, their initial spatial distribution is expected to be correlated to that of massive star formation. For a sufficiently massive progenitor, BHs may form by direct collapse. Observational evidence for this comes from the disappearance of red supergiant stars without evidence of a supernova (Reynolds et al. 2015)—though a faint (NIR) transient may appear (Adams et al. 2017)—and from the zero peculiar velocity of some BH X-ray binaries, such as Cyg X-1 (Mirabel & Rodrigues 2003; Reid et al. 2011), although we note that the peculiar velocity is not a quantity conserved with time (see, e.g., Miller-Jones et al. 2009b). Alternatively, if a supernova explosion is not sufficiently energetic to unbind the complete stellar envelope, fallback of material onto the proto–neutron star formed in the explosion can create a BH (Chevalier 1989; Wong et al. 2014; Chan 2018).

Given that most O stars are formed in binaries (Sana et al. 2012) or higher-order multiples (Moe & Di Stefano 2017), and given that both the accreting BHs and those found through GW merger events are in binaries, we summarize here some important aspects of compact object formation on the space velocities of ensuing BHs, as that influences their observed spatial distribution. First, if one star in a binary explodes in a supernova, leading to impulsive mass loss from the binary system, a Blaauw kick will be imparted on the system, regardless of the type of compact object formed during the supernova event (Blaauw 1961). This Blaauw kick is directed in the orbital plane of the binary.

The BH formation may also be accompanied by natal kicks, powered by the mechanisms that have been proposed to explain the high peculiar velocities of some neutron stars (e.g., Verbunt et al. 2017). Natal kicks from anisotropic neutrino emission are thought to occur regardless of BH formation mechanism, while kicks related to asymmetric mass ejection (or, relatedly, asymmetric mass fallback) can only occur for the fallback channel of BH formation. In principle, hydrodynamical kicks from asymmetries in the supernova ejecta can accelerate a nascent BH to similarly high velocities as observed in neutron stars (Janka 2013). Kicks from neutrino asymmetries, conversely, impart roughly the same momentum to the BH as they do in cases of neutron star formation (Janka 2013) and therefore produce kick velocities that are sensitive to the final compact remnant mass.

Because of the lack of (significant) mass loss, direct-collapse BHs are not subject to Blaauw or ejecta kicks, though in principle, they might still undergo kicks from neutrino anisotropy; as direct-collapse BHs are usually thought to be larger in mass than fallback BHs (e.g., Fryer 1999), this may introduce a mass dependence into the natal kick distribution, with the largest kicks going to the lowest-mass BHs (e.g., Fryer et al. 2012).

LMXBs have long been recognized as a valuable probe of the BH mass distribution (if dynamical mass measurements are obtained), because the mass of the BH will not change appreciably due to gas accretion (as the mass of the secondary is low). LMXBs can also be used to study natal kick physics. Many BH LMXB formation models involve a supernova, and hence the Blaauw and/or natal kick will be imparted on the system and/or BH in the binary (see Tauris & van den Heuvel 2006 for a review). 6 As a result, the distribution of LMXB altitudes above and below the Galactic plane will encode their natal kick distribution, so long as they formed in the disk of the Milky Way. Note that the space velocity of old LMXB systems could well have received some component of peculiar velocity through nonaxisymmetric forces experienced on their orbits through the Galaxy by scattering from the potentials of spiral arms or interstellar molecular clouds during the time between the BH formation and the system becoming active as an X-ray binary (Wielen 1977). Estimates of the velocity dispersion of the thin disk population show that it is approximately 40–43 km s−1 for K0–M5 late-type stars (Dehnen & Binney 1998; Mignard 2000), indicating that this effect needs to be taken into account (e.g., such as was done to determine the peculiar space velocity of V404 Cyg; Miller-Jones et al. 2009b).

Initially, it was thought that most BHs would quickly be kicked out of globular clusters, although a few could remain (Kulkarni et al. 1993). However, recent findings of actively accreting and quiescent candidate BH X-ray binaries in both Galactic and extragalactic globular clusters, as well as the detection of binary BH mergers through GW radiation, has led to a renewed interest in the possibility of clusters retaining BHs. Maccarone et al. (2007) provided evidence for an accreting BH in an extragalactic globular cluster associated with the Virgo elliptical galaxy NGC 4472. Quiescent candidate BH LMXBs were identified in globular clusters around the Milky Way. Typically, radio and X-ray luminosity and radio spectral index measurements were used to argue for a candidate quiescent BH LMXB (in M22, Strader et al. 2012; M62, Chomiuk et al. 2013; 47 Tuc, Miller-Jones et al. 2015; M10, Shishkovsky et al. 2018; and Terzan 5, Urquhart et al. 2020).

If a sizable number of BHs are indeed retained by globular clusters, the high stellar density and large interaction rate could lead to the formation of BHs with a binary companion. A significant fraction of these systems will be ejected from the globular cluster through interactions with stars. The evolution of such a binary could imply that it becomes a BH LMXB. This can occur for systems that are either retained or ejected by globular clusters (e.g., Giesler et al. 2018; Kremer et al. 2018). Dynamical evidence for the presence of two or even three BHs in the globular cluster NGC 3201 was presented by Giesers et al. (2018, 2019).

In this paper, we investigate whether the samples of confirmed and candidate BH LMXBs suffer from selection effects by studying their spatial distributions. We exclude the Galactic BH high-mass X-ray binaries Cyg X-1 (Miller-Jones et al. 2021) and MWC 656 (Casares et al. 2014) from our analysis because the BHs in those systems formed recently (as the young age of the mass donor star testifies). The current high metallicity in the Galaxy probably precludes the formation of the most massive stellar-mass BH (e.g., see Vink et al. 2021 for the role of stellar metallicity and remnant mass). However, the BH LMXBs that have late-type mass donors may have formed billions of years ago, when the metallicity was lower. Hence, we cannot exclude that the precursors of the BHs in LMXBs could have formed massive stellar-mass BHs such as found through GW events by the LIGO-Virgo collaboration. In Section 2, we discuss the existing Galactic BH LMXB sample and analyze its spatial distribution. In Section 3, we discuss the implications of this distribution for source selection effects and BH LMXB formation channels. We conclude in Section 4.

2. Source Sample and Results

We use the sample of confirmed BH LMXBs listed in Casares & Jonker (2014). Table 1 provides basic information on the sources, including distances and mass measurements that are updated with respect to the abovementioned work. In addition to those sources, we included four additional systems with recent (dynamical) mass measurements; Swift J1357.2−0933, MAXI J1820+070, MAXI J1659−152, and MAXI J1305−704. Note that a few of these dynamically confirmed BH LMXBs have mass determinations that do not formally rule out a neutron star nature of the compact object; i.e., the mass determination is consistent with a compact object mass of <3 M. This includes GX 339−4, 4U 1543−47, and perhaps GRO J0422+32. Nevertheless, we classify these systems as BHs here because the radio and X-ray spectral and timing properties of these sources are best described if they host a BH. In this respect, it is interesting to note that none of the candidate BH LMXBs where a dynamical mass was determined turned out to have a best-fit mass of 1.4–2 M (all confirmed BH LMXBs used to be candidate BH LMXBs before their dynamical mass was determined, of course).

Table 1. The Name, Orbital Period Porb, BH Mass, Distance d, Galactocentric Distance dGC, and Absolute Distance to the Galactic Plane ∣z∣ for the Sample of Galactic BH LMXBs with a Dynamical Mass Measurement Sorted by Decreasing Orbital Period from Top to Bottom

No.Name Porb Mass d dGC zMass/Distance
  (days)(M)(kpc)(kpc)(pc)Reference
1GRS 1915+10533.85(0.16)12.4 ± 2.08.6${}_{-1.6}^{+2}$ ${6.5}_{-0.6}^{+1.0}$ 30 ± 8[1, 2]/[1]
2V404 Cyg6.47129(7)9${}_{-0.6}^{+0.2}$ 2.39 ± 0.147.80 ± 0.0182 ± 5[3]/[4]
3XTE J1819−2525 d 2.81730(1)6.4 ± 0.66.2 ± 0.7 ${2.2}_{-0.62}^{+0.55}$ 515 ± 60[30]/[30]
4GRO J1655−402.62168(14)6.6 ± 0.53.2 ± 0.25.13±0.18140 ± 10[5]/[6]
5Ginga 1354−645 c 2.54451(8)>7 a ${25}_{0}^{+10}$ 21 ± 9.5 ${1220}_{-0}^{+500}$ [7]/[7]
6GX 339−41.7587(5)5.9 ± 3.69 ± 4 ${3.95}_{-0.6}^{+2.2}$ 680 ± 300[8]/[8]
7XTE J1550−5641.542033(2)9.1 ± 0.64.4 ± 0.5 ${5.14}_{-0.21}^{+0.25}$ 140 ± 15[9]/[9]
84U 1543−471.123(8)5.1 ± 2.77.5 ± 0.5 ${4.04}_{-0.02}^{+0.08}$ 710 ± 45[21]/[11]
9MAXI J1820+0700.68549(1)7.0 ± 0.62.96 ± 0.336.1 ± 0.2525 ± 60[23]/[24]
10H1705−2500.5213(13)6.4 ± 1.58.6 ± 2.0 ${1.94}_{-0.5}^{+0.9}$ 1400 ± 300[10]/[11]
11Ginga 1124−6840.432606(3)11.0${}_{-1.4}^{+2.1}$ 5.0 ± 0.7 ${7.54}_{-0.11}^{+0.17}$ 600 ± 100[12]/[12]
12MAXI J1305−7040.394(4) ${8.9}_{-1.0}^{+1.5}$ ${7.5}_{-1.4}^{+1.8}$ ${7.4}_{-0.5}^{+0.8}$ 1000 ± 225[27]/[27]
13Ginga 2000+2500.3440873(2)7.2 ± 1.72.7 ± 0.7 ${7.35}_{-0.06}^{+0.12}$ 135 ± 35[10]/[11]
141A 0620−000.32301405(1)5.86 ± 0.241.6 ± 0.49.56 ± 0.36175 ± 45[13]/[14]
15XTE J1650−5000.3205(7)5.65 ± 1.652.6 ± 0.75.86 ± 0.58150 ± 40[15]/[16]
16GRS 1009−450.285206(14)>3.6 a 5.7 ± 0.79.46 ± 0.36930 ± 110[17]/[11]
17XTE J1859+2260.274(2)>5.4 a 6.3 ± 1.7 ${6.82}_{-0.18}^{+0.58}$ 950 ± 250[18]/[19]
18GRO J0422+320.2121600(2)4 ± 1 b 2.75 ± 0.2510.8 ± 0.2560 ± 50[20]/[11]
19XTE J1118+4800.1699339(2)7.55 ± 0.651.8 ± 0.69.1 ± 0.351600 ± 500[22]/[11]
20Swift J1357.2−09330.11(4)12.4 ± 3.68 ± 1 e ${7.67}_{-0.41}^{+0.51}$ 6130 ± 770[28, 29]/[29]
21MAXI J1659−1520.10058(19)5.4 ± 2.16 ± 2 ${3}_{-0.6}^{+1.5}$ 1700 ± 570[25]/[26]

Notes.

a Lower limit to the BH mass. b BH mass uncertain; see Casares & Jonker (2014) for a discussion. c Also referred to as BW Cir. d Also referred to as V4641 Sgr. e The formal distance estimate is >6.7 kpc; we took 8 ± 1 kpc for the calculation of dGC and ∣z∣.

References: [1] Reid et al. (2014), [2] Steeghs et al. (2013), [3] Khargharia et al. (2010), [4] Miller-Jones et al. (2009a), [5] Shahbaz (2003), [6] Hjellming & Rupen (1995), [7] Casares et al. (2009), [8] Heida et al. (2017), [9] Orosz et al. (2011), [10] Casares & Jonker (2014), [11] Jonker & Nelemans (2004), [12] Wu et al. (2016), [13] van Grunsven et al. (2017), [14] Gandhi et al. (2019), [15] Orosz et al. (2004), [16] Homan et al. (2006), [17] Filippenko et al. (1999), [18] Corral-Santana et al. (2011), [19] Hynes et al. (2002), [20] Gelino & Harrison (2003), [21] Orosz et al. (1998), [22] Khargharia et al. (2013), [23] Torres et al. (2020), [24] Atri et al. (2020), [25] Torres et al. (2021), [26] Jonker et al. (2012), [27] Mata Sánchez et al. (2021), [28] Casares (2016), [29] Mata Sánchez et al. (2015), [30] MacDonald et al. (2014).

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For Swift J1357.2−0933, Mata Sánchez et al. (2015) constrained the BH mass using optical observations of the FWHM of the Hα emission line and the correlation between the FWHM and the semiamplitude of the radial velocity of the mass donor star (Casares 2015). The BH mass determination was further refined by Casares (2016). For MAXI J1820+070, we used the mass measurement of Torres et al. (2019, 2020) and the distance determination of 2.96 ± 0.33 kpc obtained through the radio parallax measurement by Atri et al. (2020). For MAXI J1659−152, we use the (approximate) dynamical mass measurement from Torres et al. (2021). For the distance to this source, we adopt the value of 6 ± 2 kpc from Jonker et al. (2012). However, our conclusions would be unchanged if we had used the value of 8.6 ± 3.7 kpc reported by Kuulkers et al. (2013). For MAXI J1305−704, we use the recently derived mass and distance estimate from Mata Sánchez et al. (2021).

For all sources, the equatorial coordinates and the distance d are used to calculate the absolute value of the distance to the plane,∣z∣, and the distance to the Galactic center, dGC, using the python astropy:SkyCoord routine. For the calculation, we took 8.15 kpc for the Sun–Galactic center distance and 5.5 pc for the height of the Sun above the plane following Reid et al. (2019).

Table 2. The Name, Galactocentric Distance dGC, Associated Uncertainties, and Absolute Distance to the Galactic Plane ∣z∣ and Its Associated Uncertainties for the Sample of Galactic Candidate BH LMXBs

Name dGC –Err-dGC +Err-dGC zErr-zmin Err-zmax
 ( kpc)(kpc)(kpc)(pc)(pc)(pc)
SRGA J043520.9+55222615.632.882.92749.13278.86278.86
MAXI J0637–43013.02.252.512817.411058.591058.59
MAXI J1348–6306.970.230.2737.7911.8111.81
MAXI J1631–4793.320.780.7244.1914.5114.51
MAXI J1813–0952.871.010.53551.3204.68204.68
Swift J1658.2–42422.361.30.317.80.860.86
MAXI J1535–5715.030.041.48156.4660.7360.73
IGR J17454–29190.162.690.324.5311.2611.26
IGR J17451–30220.252.610.2991.7636.4736.47
MAXI J1828–2491.471.850.03911.65343.93343.93
Swift J1753.7–25440.542.380.2614.573.43.4
Swift J174510.8–2624110.392.490.28196.0271.4571.45
Swift J1910.2–05464.260.351.14952.48359.24359.24
MAXI J1836–1942.11.460.2746.23281.9281.9
MAXI J1543–5644.850.111.4155.4660.3660.36
Swift J1357.2–09337.670.841.766131.282297.172297.17
XTE J1752–2230.962.10.18295.29108.67108.67
XTE J1652–4532.741.080.47109.4443.143.1
Swift J1539.2–62275.440.111.54785.28296.54296.54
Swift J1842.5–11243.080.90.62443.16168.25168.25
Swift J174540.2–2900050.152.70.35.924.284.28
IGR J17497–28210.212.640.363.1125.7325.73
XTE J1817–3301.142.00.131112.6419.29419.29
XTE J1726–4762.681.120.44963.88363.52363.52
XTE J1818–2451.211.970.11584.55221.27221.27
Swift J1753.5–01273.850.530.961689.41631.47631.47
IGR J17098–36281.511.840.02289.79106.61106.61
IGR J17091–36241.511.840.01309.07113.84113.84
XTE J1720–3180.892.140.2432.95160.29160.29
XTE J1908+0945.960.291.5962.1821.2521.25
SAX J1711.6–38081.641.770.03111.7439.8439.84
XTE J2012+3819.881.462.05317.8117.11117.11
XTE J1748–2880.182.670.330.8913.6513.65
XTE J1755–3240.62.330.25506.58192.03192.03
GRS 1737–310.372.510.2813.777.237.23
GRS 1739–2780.242.620.29164.2659.5359.53
XTE J1856+0535.30.061.53175.6163.7963.79
GRS 1730–3120.512.40.27140.6250.6750.67
GRS 1716–2491.02.080.17973.83363.13363.13
GS 1734–2750.42.490.28361.7133.57133.57
EXO 1846–0314.180.381.1127.4249.8449.84
SLX 1746–3310.632.310.25414.89157.64157.64
H1743–3220.492.410.27255.7797.9897.98
3A 1524–6175.510.141.55616.13233.11233.11
4U 1755–3380.82.190.21679.36256.82256.82
4U 1630–4723.240.820.6935.4811.2411.24
Cen X-26.810.571.67402.74153.09153.09

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In the left panel of Figure 1, we show the BH mass versus ∣z∣, and in the right panel, we show the BH dGC versus ∣z∣ for both the dynamically confirmed BH LMXBs and the known candidate BH LMXBs—those systems that display characteristics during transient outbursts typically also seen in dynamically confirmed BH X-ray transients (cf. Corral-Santana et al. 2016; see Table 2). The thick black line in this figure is at three times the scale height of 19–20 pc for massive stars observed in current star-forming regions with dGC ≲ 8 kpc (Urquhart et al. 2014; Reid et al. 2019). As shown by these authors, the Galactic scale height for massive star formation sites increases rapidly for sources with dGC ≳ 8 kpc to a 1σ value of ≈150 pc at dGC = 12 kpc. While we draw a straight line at three times the scale height, reaching 450 pc for 12 kpc starting at 8 kpc, the exact way the scale height increases with galactocentric distance for dGC ≳ 8 kpc is somewhat uncertain and might be slightly different for regions below and above the plane.

Figure 1.

Figure 1. Left panel: ∣z∣ distance to the Galactic plane (in parsecs) as a function of BH mass for the sample of Galactic BH LMXBs with dynamical mass measurements. The numbers refer to the source numbers in Table 1. Right panel: galactocentric distance, dGC, as a function of ∣z∣ for the sample of BHs with dynamical mass measurements in LMXBs (orange circles). In addition, we show the candidate BH LMXBs (sources without a dynamical mass measurement) as blue circles. The thick black line indicates 3× the Galactic scale height of 20 pc for massive stars from outside the bulge with a galactocentric distance 5 kpc < dGC < 8 kpc (Urquhart et al. 2014; Reid et al. 2019). For smaller dGC, we extend this by the dashed–dotted line down to 3 kpc. For larger dGC, the scale height increases rapidly to ≈450 pc (3σ) at 12 kpc, as shown by the thick black line. All Galactic BH LMXBs with dynamical mass measurements, except GRS 1915+105, lie at larger distances above the plane than 3× the scale height of massive star formation, implying that these BHs all received some sort of kick to move them to this location, unless they were formed outside the Galactic plane. Sources 4 (BW Cir) and 19 (Swift J1357.2−0933) fall outside this figure (see Table 1). The red line denotes the approximate height of the boxy/peanut-shaped Galactic bulge and bar (Portail et al. 2015; Wegg et al. 2015).

Standard image High-resolution image

For many of the candidate BH LMXBs, the distance is often not well known due to the fact that a reliable distance measurement in BH LMXBs often (though not exclusively; see, e.g., Jonker & Nelemans 2004 for details) comes from the spectroscopic detection of the mass donor star. For all BH candidates except MAXI J1348−630, we take d = 8 ± 3 kpc, as this is virtually always consistent with the (uncertain) distance estimates present in the literature for these systems. For MAXI J1348−630, an accurate distance of 2.2 ± 0.6 kpc has been derived by Chauhan et al. (2020) using H i absorption line measurements.

Using as a null hypothesis that all BHs in LMXBs originate in regions where massive stars form, which we generously take to lie within three times the scale height of the massive star-forming regions, the main conclusion from these two plots is that only the confirmed BH LMXB GRS 1915+105 is found at a location close to its origin, i.e., close to the Galactic plane. Poisson statistics shows that to observe such a configuration, where one source is found in the region of origin out of the 21 sources, by chance is negligible. Similarly, only about four candidate BH LMXBs are at ∣z∣ < 60 pc, excluding the sources in the bulge region with dGC < 3–5 kpc. Here the 3 or 5 kpc depends on what we take as limit for the boxy/peanut-shaped bulge (Portail et al. 2015; Wegg et al. 2015; and see Shen & Zheng 2020 for a recent review).

Next, we compare the ∣z∣ distribution of the confirmed BH LMXBs with that of the candidate BH LMXBs using a two-sample Kolmogorov–Smirnov (K-S) test. For both the confirmed and the candidate BH LMXBs, we simulated 104 distributions where we take a random ∣z∣ value from the range of possible ∣z∣ values in the 1σ uncertainty range for each source. While the hypothesis that the two ∣z∣ distributions are drawn from the same parent population has a low mean probability of being true (the mean p-value of the 104 samples is 0.05), this p-value does not rule out this possibility at a high confidence level. Similarly, we also compare the two distributions in dGC. A two-sample K-S test shows that the hypothesis that the distributions in dGC are drawn from the same parent population has a low mean probability of being true (p-value = 2 × 10−4). It can be seen from the right panel in Figure 1 that there are many more candidate BH LMXBs (32) at dGC ≲ 3 kpc than confirmed BH LMXBs (there are only two such sources: 3 (XTE J1819–2525) and 10 (H1705−250)).

Figure 2.

Figure 2. Probability distribution P(z) of globular clusters (blue histogram with bin size of 200 pc). The arbitrarily normalized histogram of the 27 observed BH LMXBs with 4 kpc < dGC < 12 kpc is overplotted in red. We caution that these 27 sources are comprised of confirmed BHs, including those with Porb > 6.5 hr, and candidate BH LMXBs for which the Porb may not be known at present.

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We combine the sets of dynamically confirmed and candidate BH LMXBs and require dGC > 3 kpc for both BH and BH candidate sources to avoid systems located in the bulge (see the right panel of Figure 1). This combined data set has 30 systems. We compared the observed ∣z∣ distribution of all (candidate) BH LMXBs with a null-hypothesis distribution that is continuous in 60 pc < ∣z∣ < 2000 pc. To do so, we compare the ∣z∣ distribution of the combined systems with the distributions of the same number of systems randomly drawn from a distribution with a uniform probability of having a value in the range 60 pc < ∣z∣ < 2000 pc. As described above, we draw from the range of possible ∣z∣ values afforded by the 1σ uncertainties in the ∣z∣ determination for each source, BH and BH candidate alike. We repeat the whole procedure 104 times and subsequently determine the mean value of the two-sample K-S (Smirnov 1948) p-value and the mean value of the two-sample Anderson–Darling (A-D) p-value (Anderson & Darling 1954). Because we take the 1σ uncertainty ranges in ∣z∣ and dGC into account in these tests, the number of systems varies by one or two for different draws out of the 104. The mean K-S p-value is 4 × 10−2, whereas that of the A-D test is 1 × 10−2. The latter number represents a lower limit because, in about 3850 of the 104 cases, the result was capped at the lowest value allowed by the routine (0.001).

Besides these statistical tests, we also calculate the Mann–Whitney (Mann & Whitney 1947) U-statistic. Here the null hypothesis is that for two randomly selected values from the BH ∣z∣ distribution (X) and the simulated distribution of uniform probability for 60 < ∣z∣ < 2000 (Y), the probability of X being greater than Y is equal to the probability of Y being greater than X. This null hypothesis would be true if the two distributions were drawn from the same parent population. The U-statistic has a mean p-value of 6 × 10−3. Overall, we conclude that the observed ∣z∣ distribution is inconsistent with being uniform over the 60–2000 pc range.

From the left panel of Figure 1, there is suggestive evidence for the absence of dynamically confirmed BH LMXBs with ∣z∣ between ≈200 and 400 pc. To investigate whether this apparent gap in the ∣z∣ distribution of BH and candidate BH LMXBs is significant, we repeat the statistical tests done above, comparing the observed distribution with a distribution that is uniform in the range 60 pc < ∣z∣ < 2000 pc, except now we enforce the presence of a gap between 200 and 400 pc. The mean K-S p-value is 0.01, and the mean A-D p-value is 4 × 10−3 (although again, the latter number represents a lower limit because, in about 6850 of the 104 times, it was capped at the lowest value allowed by the routine of 0.001). The mean U-statistic p-value is 2 × 10−3. Comparing these statistics with those assuming a homogeneous distribution in the ∣z∣-direction reveals that a hypothetical distribution with a gap does not lead to higher probabilities that the two distributions are consistent with being the same. Therefore, we conclude that there is no evidence for a gap in the ∣z∣ distribution of the BH and candidate BH LMXBs. Finally, we checked whether this conclusion was altered if we changed the upper bound of the distribution from 2000 to 1200 pc, but it was not.

3. Discussion

This section is structured as follows. We will first discuss our main findings on the observed spatial distribution of confirmed and candidate BH LMXBs, comparing their distributions with each other and with the expected distribution assuming that BH LMXBs are formed in the Galactic plane. Next, in Sections 3.2 and 3.3, we investigate whether the prevalent discovery method of (candidate) BH LMXBs implies the presence of potential biases in BH mass. In Section 3.4, we show that the bias affecting the chance for discovery, together with a mass measurement bias for the confirmed BH LXMBs, implies that a selection effect on BH mass exists, assuming they are formed in the Galactic plane. We investigate this assumption in Section 3.5 by turning to an alternative view, where BH LMXBs are formed in globular clusters. We end the discussion by listing additional (proposed) ways of finding BHs in our Milky Way that may (in the future) alleviate some of the existing selection effects (Section 3.6).

3.1. The Observed Spatial Distributions of Confirmed and Candidate BH LMXBs

Dynamical BH mass measurements are known for only ≈30% of the total sample of BH candidates among the LMXBs (21 of the list of 67 available on BlackCAT; Corral-Santana et al. 2016.) 7 Comparing the observed {dGC, ∣z∣} distributions of confirmed BH LMXBs with the theoretical expectation that these sources originate in the Galactic plane, we note that confirmed BH LMXBs are nearly exclusively found outside their region of origin (Figure 1). All of the dynamically confirmed BHs in LMXBs, except GRS 1915+105, currently lie outside the region associated with the formation of massive stars (and hence BHs). Similarly, only four of the 17 candidate BH LMXBs with dGC > 3 kpc are at ∣z∣ < 60 pc, implying that for discovery of (candidate) BH LMXBs, a location outside the plane is also favored. We also compare the {dGC, ∣z∣} distributions of confirmed BH LMXBs with that of the candidate BH LMXBs, and we find that the latter have, on average, a significantly lower dGC than the confirmed BH sources. This spatial configuration could imply that all BHs in LMXBs get a significant kick upon formation, moving them away from their origin, or there are selection effects at play. To end up with a confirmed BH LMXB, it first has to be discovered as a candidate BH LMXB; therefore, we first investigate potential selection effects against discovering sources in the plane.

3.2. Biases in Discovering Candidate BH LMXBs at Low ∣z

The overall low number of confirmed and candidate BH LMXBs lying within three times the rms scale height of ≈20 pc for massive stars observed in current star-forming regions with a galactocentric distance of less than ≈8 kpc (Urquhart et al. 2014; Reid et al. 2019) raises the question of whether selection effects are important in discovering (candidate) BH LMXBs. They are nearly always discovered as new X-ray sources by scanning or large field-of-view X-ray satellites when they go into outburst triggered by an accretion disk instability (e.g., Dubus et al. 2001).

Example X-ray satellites include(d) the Rossi X-ray Timing Explorer with its All Sky Monitor (2–10 keV; Levine et al. 1996), BeppoSAX with its Wide Field Camera (2–30 keV; in't Zand et al. 2004, reporting on its Galactic center monitoring program), and the currently operational Swift Burst Alert Telescope (15–50 keV; Krimm et al. 2013), INTEGRAL IBIS (15–10 MeV; Ubertini et al. 2003; Winkler et al. 2003; Kuulkers et al. 2007), and the Monitor of All-sky X-ray Image (MAXI, which has two detectors with nominal sensitivity ranges of 0.5–12 and 2–30 keV; Matsuoka et al. 2009) on the International Space Station. The sensitivity of each of these instruments to X-rays with energies above 5 keV implies that they should detect outbursts from sources even if their soft X-ray emission is attenuated by a very large interstellar column density. If we take the MAXI satellite as an example, its one-orbit (90 minute) flux limit in the 5–12 keV band is ≈2 × 10−10 erg cm−2 s−1. Here we assumed a source with a power-law spectrum with a photon index of 1.7—typical for the X-ray spectrum of a low–hard state source (cf. McClintock & Remillard 2006)—and we scaled the values reported in Matsuoka et al. (2009) for 2–30 keV to the 5–12 keV energy band. If we assume that all sources transit to the soft state when reaching a luminosity of a few percent of the Eddington limit (for an ≈10 M BH; Maccarone 2003), where their hard X-ray luminosity drops, the peak hard X-ray luminosity at that Eddington fraction is ≈5 × 1037 erg s−1, implying that such sources could be detected by MAXI even if located at a distance of 20 kpc. 8

However, some outburst (candidate) BH LMXBs remain in the low–hard state and do not become very bright (e.g., faint X-ray transients; Wijnands et al. 2006). These sources are suggested to have a short Porb (Meyer-Hofmeister 2004). Sources with outbursts with a peak X-ray luminosity of only ≈2 × 1036 erg s−1 would still be detected out to a distance of 8.5 kpc. However, the observed Galactic distribution of both BH and neutron star LMXBs (e.g., see Figure 4 in both Jonker & Nelemans 2004 and Chrimes et al. 2021) suggests that a significant number of BH LMXB outbursts, notably those that are far away, such as on the other side of the Galactic center, are not detected by X-ray all-sky monitors. This discovery bias can possibly be explained by a combination of confusion in coded mask cameras due to the simultaneous presence of a large number of sources in its field of view, the limited sensitivity, and a reduced brightness due to Galactic absorption for NH values larger than 1023 cm−2.

3.3. Discovery Bias against Long BH LMXB Outburst Recurrence Times

Besides the aforementioned observational X-ray selection effects operating for sources at low ∣z∣, a significant fraction of the sources with long recurrence times (i.e., those that have been in quiescence for at least the duration of the operations of the aforementioned and other X-ray satellites) may not have been discovered yet, and these preferentially also reside at low ∣z∣, as we will show below. It is expected that BH LMXBs with a long Porb—such as those hosting a giant mass donor star like GRS 1915+105—have long recurrence times (King et al. 1997; Deegan et al. 2009), implying that many will not have undergone an outburst in the last 50–60 yr.

In addition, higher-mass BH LMXBs are thought to have longer recurrence times than lower-mass BH LMXBs under the disk instability model (Dubus et al. 2001). If true, this would imply that a lower fraction of the total population of systems with more massive BHs in LMXBs has been discovered. Such systems may preferentially exist in the Galactic plane, as they are more likely to include direct-collapse BHs that receive at most weak kicks at birth. In conclusion, it seems likely that a population of (candidate) BH LMXBs is still hidden in the plane because the sources have not yet shown a bright outburst or any outburst at all during the period when sensitive all-sky X-ray satellites were operational. Together, these effects could help explain the low number of (candidate) BH LMXBs with ∣z∣ < 60 pc. Furthermore, these effects suggest that there is a bias against discovering the most massive BH LMXBs in outburst.

3.4. Discovery Bias Aggravated by a Mass Measurement Bias

The bias against discovering LMXBs with more massive BHs that might reside in the plane can possibly be circumvented by observing sources in the bulge, since the bulge is thought to be formed through bar instabilities that might scatter old, massive, BH LMXBs to higher ∣z∣ (see Debattista et al. 2017 and Shen & Zheng 2020 for a recent review). However, the extinction and crowding that prevent the optical and ground-based NIR observations necessary for BH mass measurements for candidate BH LMXBs in the plane are likewise precluding such measurements from being obtained for sources in the bulge. Evidence for this can be seen by comparing the {dGC, ∣z∣} spatial distributions of confirmed and candidate BH LMXBs. Whereas there are many candidate BH LMXBs in the bulge region, the confirmed BH LMXBs are all outside the bulge. The current sample of confirmed BH LMXBs avoids the extinction (and crowding) that plagues sources that reside in the plane and those that lie in the bulge at small dGC, i.e., near the Galactic center.

Therefore, the observed {dGC, ∣z∣} distribution of dynamically confirmed BH LMXBs implies that the current selection of BH masses from these systems is biased toward those systems that obtained a kick velocity that moved them out of the plane (assuming, for now, that these LMXBs are formed in the plane). This observed bias toward large {dGC, ∣z∣} sources among the dynamically confirmed BHs favors those with lower BH masses. For example, for a fixed impulse kick at birth (as is roughly expected for, e.g., neutrino anisotropy kicks), the low BH mass systems will travel further from the plane than the high BH mass systems. The likely lower-mass BHs forming through mass fallback receive additional kicks from asymmetric mass ejection, but the likely higher-mass BHs forming from direct collapse do not. These direct-collapse BHs are thought to be more massive, as virtually no mass is lost in the absence of a supernova. The absence of a kick would keep them in the plane of the Galaxy, where their massive stellar predecessors originate (Fryer et al. 2012).

Supportive evidence for the scenario described above can be found in the work of Gandhi et al. (2020b). They provided evidence for a bias against long-Porb systems at large ∣z∣, as the natal or Blaauw kick necessary to move the BH plus its companion star to a large ∣z∣ will more quickly result in the disruption of long-Porb binaries when compared to short-period binaries. Under the direct-collapse formation scenario for BHs involving red supergiants, their Porb before collapse is necessarily long (if not, mass transfer to the initially less massive star in the binary would ensue). Interestingly, while there is a bias against discovering long-Porb systems in the plane, as soon as their location is known when they do go into an X-ray outburst, in principle, the (sub)giant mass donor required to fill the Roche lobe in the long Porb will be more amenable to the (NIR) detection and further study required for a mass measurement. However, deep searches for the NIR counterpart in quiescence, as has been done in the case of GRS 1915+105, are necessary to find the NIR counterparts, and while this has been done for several candidate BH LMXBs (e.g., Chaty et al. 2002; López et al. 2019), it has not been done systematically for all. This and the difficulty inherent to sensitive multiepoch NIR observations in crowded regions like the bulge and plane explain the general lack of mass determinations for the few candidate BH LMXBs with ∣z∣ < 60 pc.

Next, we investigate the crucial assumption in the work above, namely, that BH LMXBs originate in the Galactic plane, by assuming a globular cluster origin for BH LMXBs.

3.5. Testing the Assumption that BH LMXBs Form in the Plane: BH LMXBs Originating from Globular Clusters?

If a large fraction of the BH LMXBs are formed in globular clusters, then the observed discovery bias and the spatial selection effect in determining the BH mass do not necessarily imply a selection in BH mass.

3.5.1. BH LMXB Orbital Period Distribution Constraints on a Globular Cluster Origin

Theoretical modeling suggests that only BH LMXBs with Porb ≲ 6.5 hr could have originated in globular clusters (see Figure 14 in Giesler et al. 2018). Comparing the Porb of the dynamically confirmed BHs in LMXBs with the theoretical limits on the Porb of BH LMXBs originating in clusters, only a small number (six of the 20) of the current population of confirmed BH LMXBs could potentially have been formed in globular clusters. Note that the Porb ≲ 6.5 hr is not necessarily a strict limit, as this value depends on the globular cluster properties and the details of the (time of) the ejection of the binary containing a BH.

3.5.2. BH LMXB Metallicity Constraints on a Globular Cluster Origin

The metallicity of the companion stars in several of the systems that have Porb < 6.5 hr seems to rule out a globular cluster origin (e.g., XTE J1118+480; González Hernández et al. 2006 9 ). However, metallicity determinations use the current elemental abundances of the companion star, and these are likely polluted by the supernova explosion and therefore not an accurate proxy for the metallicity of the (putative) host. 10 Furthermore, the effect that in core-collapse supernovae, the metallicity of the ejected material can be strongly direction-dependent has not been taken into account. For instance, a strong bipolar distribution of Fe synthesized in the core collapse was found in the supernova remnant G11.2−0.3 (Moon et al. 2009). If this situation is typical, the amount of Fe captured by the companion star will strongly depend on the inclination of the bipolar structure with respect to the binary orbital plane prior to the supernova.

Finally, the pollution itself is not well known; the observed abundances in clusters of galaxies are difficult to (re)produce with (linear) combinations of existing supernova nucleosynthesis models (Simionescu et al. 2019). The inclusion of neutrino physics in the core-collapse supernova models will be crucial to predict the elemental yields (see, e.g., Burrows & Vartanyan 2021 for a recent review), but this still leaves the directional uncertainty in the pollution of the companion star. Consequently, the current observed metallicity can be strongly influenced by the supernova pollution in a way that is difficult to reconstruct. Therefore, the current metallicity determinations do not provide stringent constraints on the metallicity of the (host) environment of the (BH) LMXB. We conclude that the metallicity determinations alone do not preclude that short Porb BH LMXBs originated in a globular cluster.

3.5.3. BH LMXB ∣z∣-Distribution Constraints on a Globular Cluster Origin

To investigate the resulting ∣z∣ distribution of BH LMXBs originating in globular clusters, we integrated the orbits of 158 Galactic globular clusters backward in time for 1 Gyr. The current spatial and velocity coordinates are taken from a publicly available globular cluster catalog. 11 A subset of 94 globular clusters with orbits tracing the relevant portion of the Galactic disk are chosen; we select globular clusters whose radial distances of apocenter dGC,apo > 4 kpc and pericenter dGC,peri < 12 kpc. We next investigate whether the current ∣z∣ distribution of globular clusters is reflected in the ∣z∣ distribution of LMXBs.

We assume that dynamically formed BH LMXBs will trace the time-averaged positions of their parent globular cluster, motivated by the low speed at which binaries are dynamically ejected from globular clusters (comparable to the globular cluster escape speed, ∼10 km s−1). We compute the resulting probability distribution P(z) in the z-coordinate for the globular clusters and their descendant BH LMXBs in the following way. First, the orbit of each globular cluster is sampled at a time interval of 0.1 Myr (up to 1 Gyr), and the instantaneous z value is recorded. Next, the normalized histogram of these z values for each globular cluster is taken to be the probability distribution Pi (z) of binary ejecta for a single globular cluster. The final probability distribution $P(z)={\sum }_{i=1}^{89}{10}^{{c}_{i}}{P}_{i}(z)/{\sum }_{i=1}^{89}{10}^{{c}_{i}}$ for the globular cluster is a normalized sum of these individual single globular cluster probability distributions weighted by a factor of 10c , where c is the concentration parameter for globular clusters. 12 Note that here we further restrict ourselves to the subset of 89 globular clusters that have c values in the Harris data set. This measure of weights is motivated by the analysis of Giesler et al. (2018; their Figure 4), which suggests that the number of binaries ejected from a globular cluster is roughly proportional to 10c .

The probability distribution P(z) of globular clusters is shown in Figure 2 (as a blue histogram with bin size of 200 pc), while an arbitrarily normalized histogram of the ∣z∣-coordinates of 27 LMXBs tracing the disk (4 kpc < dGC < 12 kpc) is plotted in red. We conclude that a population of BH LMXBs escaping from globular clusters will have a much larger high-∣z∣ tail than is observed. It is, in principle, possible that the observed lack of very high-∣z∣ binaries could be related to other selection effects. Studying these possibilities goes beyond the scope of this paper, however, so we conclude this analysis by noting that a simple, empirically motivated approach to BH LMXB populations originating from globular clusters does not appear to be broadly compatible with the observed candidate and confirmed BH LMXB ∣z∣ distribution.

Note that by utilizing the current orbits of globular clusters, we ignore a potential contribution to the existing BH LMXB population from globular clusters that have been disrupted in the time period after their birth at redshifts greater than ≈1 but before the current epoch. Including the contribution of such disrupted globular clusters will probably increase the number of LMXBs at ∣z∣ ≲ 1 kpc, leading to a steeper profile of the probability distribution P(z) (shown in blue in Figure 2).

In addition, in this simple analysis, we have assumed that most of the (BH) LMXBs are ejected with small relative velocities with respect to the globular cluster, so that they would roughly track the orbit of the globular cluster and, hence, the z distribution of BH LMXBs would roughly trace the globular cluster probability distribution, the former being only slightly broader than the later. The assumption of small ejection velocities for binaries is valid owing to the small escape velocities of globular clusters (roughly 90% of globular clusters have escape velocities of <40 km s−1 evaluated at half-light radii from the Baumgardt data). Figure 5 of Giesler et al. (2018) shows the distribution of ejection velocities of binaries as a function of globular cluster mass in their simulations; the distribution of ejection velocities should peak below 10 km s−1 because the mode of the mass distribution of globular clusters lies around 105−5.5 M (here the mass determinations from the Baumgardt data are used).

3.5.4. Bias against Finding BH LMXBs Originating in Globular Clusters

While there is no strong evidence that a significant fraction of the known (dynamically confirmed) BH LMXBs should have formed in globular clusters, this current lack of evidence should not be considered as proof of the hypothesis that none of the BH LMXBs are formed in clusters. There is a significant bias against determining the mass of a BH dynamically for short orbital period systems (such as those originating in globular clusters). 13 This is caused by both the fact that the shorter the orbital period, the fainter the mass of the donor star in the optical bands, and the requirement to limit the spectroscopic integration time to roughly 1/20 of the orbital period. This latter limitation is to avoid significant source motion during the integration time. Such movement would cause variable Doppler shifts in the absorption lines and thereby smear out the (weak) stellar absorption features, making their detection more difficult.

Overall, we conclude that the observed low number of BH LMXBs with Porb ≲ 6.5 hr and the difference between the observed and predicted BH LMXB ∣z∣ distribution for a globular cluster origin suggests that a globular cluster origin for the majority of the known candidate and confirmed BH LMXBs is unlikely.

3.6. Alternative Ways to Detect Galactic BHs

Given that the population of BH LMXBs discovered through their X-ray outbursts suffers from selection effects, we discuss below the known alternative methods to detect Galactic stellar-mass BHs. Other proposed and sometimes successfully employed ways of finding single BHs, noninteracting BHs in binaries, and BH LMXBs in quiescence—those that have not been detected in outburst so far—include microlensing, searches focusing on the large FWHM of the Balmer Hα emission line caused by the accretion disk in quiescence, and searches focusing on the faint X-ray emission that is present even in quiescence. We briefly discuss some results and (potential) biases of these methods below.

Using the OGLE microlensing survey, Wyrzykowski et al. (2016) and Wyrzykowski & Mandel (2020) reported median dark lens masses of ≈2−12 M, i.e., in the BH range. However, the OGLE surveys avoid the Galactic plane region ∣b∣ < 1° (Mróz et al. 2019; their Figure 1) to a large extent, especially the latest OGLE IV incarnation, which covers the largest area on the sky. Therefore, this survey will not find the most massive (single) BHs if they indeed reside in the Galactic plane (a Galactic latitude b = 1° corresponds to d ≈ 3.4 kpc for ∣z∣ < 60 pc; therefore, the disk volume probed is small).

Casares (2018) put forward a new method using a combination of optical photometric filter observations to extract the FWHM and equivalent width of the Balmer Hα emission line. The method has been tested successfully (Casares & Torres 2018). This, combined with a (photometric) orbital period determination of the binary system, can be used to single out interacting BH LMXBs from among the large population of Hα emission line objects. The method uses two correlations:

  • 1.  
    a correlation between the Hα FWHM and the radial velocity semiamplitude of the mass donor star (K2; Casares 2015) and
  • 2.  
    a correlation between A and B, where A is the ratio between the peak separation of the two Hα disk emission lines and the Hα FWHM, and B is the ratio between the mass of the two binary components in confirmed BH LMXBs (q; Casares 2016).

Casares (2018) suggested a lower limit on the FWHM value of ≈2200 km s−1 to avoid the detection of other, much more numerous Galactic Hα emission line sources. This limits the projected radial velocity amplitude to values of K2 ≳ 500 km s−1, implying that $\tfrac{{{\rm{P}}}_{\mathrm{orb}}}{{M}_{\mathrm{BH}}}\lesssim 1.9\times F(q,i)$, with Porb expressed in hours and MBH in units of solar mass. Here $F(q,i)=\tfrac{{\sin }^{3}i}{1+{q}^{2}}$, with i the binary inclination and q the binary mass ratio—defined here as M2/MBH, with M2 the donor star mass—implying that F(q, i) is at ${ \mathcal O }(1)$ for systems viewed under a high inclination. The positive correlation between orbital period and BH mass for this method suggests that if long orbital period systems with massive stellar-mass BHs exist, they can be found with this tool. A small caveat: here we assume that the correlations underlying this method can be extrapolated to the values associated with more massive BHs in long orbital period LMXBs.

Alternatively, one can try to use the faint X-ray emission that is emitted even if the system is in quiescence (cf. Plotkin et al. 2013). This is, for instance, one of the goals behind the Galactic Bulge Survey (Jonker et al. 2011, 2014), and the faint X-ray emission combined with the (faint) radio emission has been used to argue for the detection of BH LMXBs in quiescence in globular clusters (see Strader et al. 2012 and other references in the Introduction). This method might favor long-period orbital systems given the observed positive correlation between quiescent X-ray luminosity and orbital period (e.g., Garcia et al. 2001; Homan et al. 2013), assuming that systems that are currently in quiescence and have not undergone a recent outburst have the same quiescent X-ray luminosity as the systems that recently showed an outburst (which populate the orbital period and quiescent X-ray luminosity correlation). No dependence on BH mass is known for this method.

A final method to detect BHs in binaries involves the astrometric detection of the (projected) orbital motion of the binary stellar companion. The enormous potential of the Gaia satellite for this has been realized by several authors already (e.g., Gould & Salim 2002; Breivik et al. 2017; Yamaguchi et al. 2018; Shahaf et al. 2019; Igoshev & Perets 2019; Belokurov et al. 2020; Shikauchi et al. 2020; Gandhi et al. 2020a; Wiktorowicz & Lu 2020). However, for this potential to be realized, we need to await the Gaia data release that includes the astrometric measurements for individual epochs, not just their time average, as has been the case for the data releases so far. In general, the larger the mass of the BH, the smaller the mass ratio, and the larger the orbital period, the larger the potential astrometric signal. However, a larger orbital period also requires a longer astrometric monitoring sequence before the signal can be detected. Similarly, there is a linear dependence between the size of the projected orbit on the sky and the distance to the binary.

4. Conclusions

Since the first direct GW detections in 2015, astronomers have been puzzled by the apparent discrepancy between BH mass distributions measured (i) electromagnetically in LMXBs and (ii) gravitationally via binary BH mergers. For the most extreme cases, such as GW-selected BHs in the pair instability mass gap (e.g., GW190521), there is likely a true physical difference in formation channels between these two populations. However, outside the pair instability mass gap, it remains unclear whether the electromagnetically and GW-selected samples reflect physically different populations or simply different selection effects for two different messengers applied to the same underlying population. This question is of more than academic interest given its connection to long-standing problems in binary evolution, core-collapse supernova physics, and dynamical channels for binary BH assembly, all of which are plausible candidates for creating a real astrophysical difference between BH LMXB and BH–BH mass distributions. The observed difference between these mass distributions could, in principle, be used to probe these problems, but only if said difference is not due to selection effects.

In this paper, we have explored possible selection effects in the electromagnetic determination of BH LMXB masses. In general, examining the spatial distribution of confirmed and candidate BH LMXBs suggests multiple new selection effects that may be shaping their mass distribution. Our main conclusions are the following.

  • 1.  
    The Galactic height ∣z∣ distribution of confirmed and candidate BH LMXBs shows a paucity of sources in the region where they are expected to form (i.e., in the regions of massive star formation in the plane). The paucity of even candidate BH LMXBs in the Milky Way plane suggests a strong selection effect in the X-ray discovery of BH LMXBs, likely due to a combination of crowding and absorption at low Galactic heights, combined with an intrinsic lower outburst probability of LMXBs hosting more massive BHs that reside in the plane.
  • 2.  
    The confirmed BH LMXBs have a significantly greater distance to the Galactic center than the population of candidate BH LMXBs. This bias can be explained by a different selection effect acting on the optical spectroscopy needed to dynamically confirm a candidate BH LMXB: high levels of dust extinction in the plane and toward the bulge precluding optical BH mass measurements.
  • 3.  
    Taken together, both of the above selection effects combine to give the observed distribution of ∣z∣ for confirmed BH LMXBs with dynamical mass measurements. The combination of these two selection effects favors sources that obtained a significant (natal) kick that moved them out of the plane of their origin.
  • 4.  
    Although the magnitudes and mechanisms of BH natal kicks are debated, it is generally believed on theoretical grounds that kicks arising from anisotropic neutrino emission will be of "fixed momentum," i.e., will impart larger velocity kicks to compact remnants of smaller mass (e.g., Fryer et al. 2012). Natal kicks due to asymmetric mass ejection may instead be in the "fixed velocity" regime (i.e., similar kick velocities for remnants of different mass), but most models for core-collapse supernovae predict that above a certain BH remnant mass, BHs form through direct collapse without any natal kick from asymmetric ejection (direct-collapse BHs will also not be subject to Blaauw kicks). The selection effects discussed above, which favor X-ray outburst occurrence and probably also detection, and electromagnetic mass measurements in high-∣z∣ BH LMXBs therefore disfavor mass measurement of high-mass BH LMXBs.
  • 5.  
    The observed BH LMXB orbital periods disfavor a globular cluster origin for a majority of dynamically confirmed BH LXMB systems. This constraint does not apply to the ≈six shortest orbital period BH LMXBs, for which there is little decisive evidence for or against a globular cluster origin. In addition, the predicted ∣z∣ distribution of BH LMXBs originating in globular clusters is inconsistent with the observed ∣z∣ distribution of the combined population of candidate and confirmed BH LMXBs (although here we ignore the potential contribution of an initial population of globular clusters that has been disrupted).

Current electromagnetic detection and mass measurement techniques appear biased against massive Galactic BH LMXBs, and these selection effects may help explain the discrepancy between BH mass distributions in LMXB and GW samples. However, as we have explored in Section 3.6, future detection or mass determination strategies focused on BH LMXBs residing in the plane of the Galaxy (for instance, mass measurement using the James Webb Space Telescope) may allow the identification of Galactic LMXBs as massive as those found through LIGO/Virgo's GW detections.

P.G.J. acknowledges the Caltech Kingsley distinguished visitor program and the hospitality at Caltech, where this work was initiated. K.K. and N.C.S. gratefully acknowledge support from the Israel Science Foundation (Individual Research Grant 2565/19). K.K. also thanks the Israel Academy of Sciences and Humanities for supporting her work with an IASH Postdoctoral Fellowship. M.A.P.T. acknowledges support via Ramón y Cajal Fellowship RYC-2015-17854 and MINECO grant AYA2017-83216-P. We would like to thank the anonymous referee for comments that improved the paper.

The data and scripts behind the figures are available through Zenodo: 10.5281/zenodo.5515231.

Footnotes

  • 6  

    The evolutionary model of Eggleton & Verbunt (1986), involving triple star evolution, provides a formation channel that does not impart a large kick velocity upon the system.

  • 7  

    As of spring 2021.

  • 8  

    Because we took a flux limit in the 5–12 keV band, extinction should not play an important role in this distance limit if the neutral hydrogen column density NH ≲ 1023 cm−2, since such an NH value only reduces the observed flux in that band at the 10% level.

  • 9  

    We note that although the work of Frontera et al. (2001) is consistent with a low-metallicity object, the method they employed is not very sensitive to the metallicity, and, perhaps more importantly, is much more sensitive to other parameters in the modeling of the X-ray reflection spectrum, such as the geometry of the medium responsible for the incident spectrum, the emissivity profile of the accretion disk, and the spin of the BH. Therefore, we deem their work not a contradiction of the much more direct metallicity determination of González Hernández et al. (2006).

  • 10  

    The spectrum of a BH–main-sequence binary formed dynamically in a globular cluster would not show pollution products even if the BH was formed in a supernova explosion as long as the binary was formed after the BH (Shikauchi et al. 2020).

  • 11  
  • 12  

    We take concentration parameters from the catalog https://www.physics.mcmaster.ca/~harris/mwgc.dat (Harris 1996).

  • 13  

    Incidentally, the orbital period of a candidate BH LMXB is often only determined during the BH mass measurement procedure. Therefore, a significant fraction of the candidate BH LMXBs could, in principle, have Porb ≲ 6.5 hr.

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10.3847/1538-4357/ac2839