2. Evolution of Optically Observed Spiral Arms in a Simplified Spiral Galaxy
The galaxy J101652.52, as depicted in
Figure 1, serves as an excellent candidate for a model galaxy to explore the question at hand. The left side of
Figure 1 presents the original image of the galaxy, showcasing a grand design pattern characterized by luminous, widely open, unblemished, and well-structured spiral arms that exhibit perfect central symmetry.
On the right side of
Figure 1, the spiral arm fitting has been executed using the galactic spiral equation derived from the ROTASE model [
11]. In this representation, the red and yellow lines correspond to the fittings for the northern and southern arms, respectively, while the orange line designates the galactic bar. Here, R signifies the maximum radius, marking the outermost boundary of the observed spiral arm at the moment, the actual disc size could be larger than R; and R
b denotes the radius of the galactic bar, representing half its length. The ratio R/R
b equals 5.2. Notably, the dashed yellow and red lines indicate the potential past positions of the spiral arms about 75° in rotation angle relative to their current orientation.
Evidently, this galaxy undergoes clockwise rotation around its galactic center. A close examination of the original image reveals distinct characteristics: the front side of the spiral arms appears crisp, featuring a well-defined edge, and luminosity diminishes rapidly. Conversely, the rear side displays a pronounced trailing effect, marked by a gradual reduction in luminosity. The trailing effect of this galaxy has been extensively explored in a prior study [
11], offering valuable insights into the dynamics and evolution of the system. Remarkably, this model galaxy exclusively exhibits the trailing effect on its rear side. This observation strongly implies that the entire spiral arms rotate at a faster rate than the galactic matter does. New stars exit the spiral arms at the rear side, leading to a luminosity gradient resulting from the aging of these stars and the gradual depletion of available hydrogen within them after their formation. The blue arc labeled as ABCD represents the orbital rotation of the galactic matter around the galactic center.
In density wave theory, as illustrated in
Figure 2 (left)[
16], density waves—whose origin remains unclear—manifest as spiral patterns rotating at specific angular speeds known as pattern speeds. Meanwhile, the galactic matter and existing stars within the galactic disk orbit differentially. A critical feature is the presence of a corotation radius (depicted by the red dashed circle), where the density wave and the galactic matter (comprising stars, gas, and stellar dust) rotate at matching speeds.
Within this corotation radius, galactic matter and stars outpace the wave, entering (indicated by purple arrows) from the rear side of the wave and exiting (indicated by white arrows) from its front side. Conversely, beyond this radius, galactic matter and stars lag behind the waves, entering from the front side and exiting from the rear side. This phenomenon leads to compression of galactic matter, significantly enhancing the rate of new star formation upon entering the wave, resulting in star formation of various sizes.
Consequently, within the corotation radius, a luminosity gradient is expected on the front side of the wave, while beyond it, a similar gradient should occur on the rear side of the wave, as depicted in
Figure 2 (left).
However, in the case of galaxy J101652.52, the spiral arms exhibit clear and distinct leading edges, while only rear-side trailing pattern is observed. This distinct pattern strongly suggests that the entire spiral arms rotate at a faster pace than the galactic matter. Consequently, the galactic matter and existing stars enter the spiral arms at their leading edge and exit at the trailing edge. In essence, the spiral arms sweep through the galactic matter, markedly enhancing the rate of new star formation within these regions. This process results in the luminous appearance of the spiral arms and the trailing patterns left behind by newly formed stars as they exit the spiral arms, as depicted in
Figure 2 (right). However, the precise mechanism behind this enhancement remains unclear, although several hypotheses have been proposed.
This observation notably challenges the existence of a corotation radius in this galaxy, suggesting that the density wave theory might not be applicable. This model galaxy thus serves as a valuable tool for swiftly evaluating hypotheses regarding the formation of spiral arms in disk galaxies.
Another notable characteristic of this model galaxy is the distinct color contrast between its bar section and spiral arms shown in this image. The bar exhibits a yellow-orange hue, while the spiral arms display a bright blueish color. This pronounced difference in color suggests significant variations in composition and physical environment between the galactic bar and the spiral arms. It is conceivable that the bar section is predominantly composed of older stars, whereas the spiral arms likely harbor a higher proportion of young stars undergoing active formation processes.
Within this particular galaxy, it is evident that the spiral arms are firmly tethered to the galactic bar, a pattern that aligns with the majority of observed galaxies. While there are a few exceptions in which the spiral arms appear to disengage from the galactic bars, it’s worth noting that, in some of these exceptional cases, further investigation has revealed that the connection between the spiral arms and their respective galactic bars remains intact. Notable examples include galaxies like MCG+00- 04-051 and NGC 4548 [
11].
Based on the ROTASE model, spiral arms exhibit rigidity and maintain a uniform spiral pattern rotation speed when they conform to the galactic spiral equation with a constant parameter ρ. However, if the spiral arms are characterized by a time-varying parameter ρ, they lose their rigidity, leading to a non-uniform spiral pattern speed that dynamically changes over time, as evidenced by galaxies such as UGC 6093 and M51 [
11].
The current spiral pattern observed in galaxy J101652.52 aligns well with the galactic spiral equation derived from the ROTASE model, with a parameter ρ = 2.5, as depicted in
Figure 1 on the right. Consequently, the entire arms, bound by the galactic bar, rotate as a single rigid body with a constant angular rotation speed, at least within a reasonable time frame spanning from the past to the future. Therefore, the orbital rotation speed of the spiral arms linearly increases with distance from the galactic center. Generally, the rotational velocity of galactic matter exhibits a linear increase with radius when that radius falls within the bounds of the galactic bar. Beyond the galactic bar, the rotation speed remains approximately constant [
14,
15]. To visualize this, the orbital rotation velocities of both the spiral arm and the galactic matter for an ideal model galaxy are depicted in
Figure 3.
The orbital rotation velocity of the spiral arm steadily escalates with radius, ultimately rotating at a considerably higher speed than the galactic matter. To simplify this concept, one can liken these significantly different rotations to the famous fable of the rabbit and the turtle, with the spiral arm rotation akin to the swift rabbit and the galactic matter rotation akin to the steady but slower-moving turtle. Of course, in this new race, the rabbit has learned the lessons from the previous race and will run as hard as he can without stop and nap, and never make any mistakes again. Despite various proposed models aimed at elucidating the mechanisms behind the formation of spiral arms in galaxies, none of these models have garnered conclusive confirmation. As a result, there is presently no reliable method for describing the evolution of spiral patterns in galaxies. Nevertheless, it is widely acknowledged that spiral arms are regions with markedly higher rates of new star formation than other parts of the galaxy. The formation of new stars hinges on the availability of sufficient hydrogen as raw material. Therefore, we can approach the question posed in the title by considering the availability of hydrogen within galaxies. In the context of this paper, the illustrations and analysis are rooted in a set of assumptions for an idealized and simplified galaxy model:
The galaxy is well-isolated from other galaxies. The spiral arms and galactic bar are conjoined and rotate as a unified, rigid body, maintaining a constant angular speed. The orbital rotation velocity increases proportionally with radius.
Beyond the galactic bar, the galactic matter, which includes stars, interstellar dust, gases, and more, undergoes differential rotation, following a flat rotation velocity. This differential rotation results in these components moving along perfect circular paths without radial movement.
There is no influx of additional hydrogen from external sources into the galaxy following its initial formation.
The rate of new star formation in the spiral arms significantly surpasses that in other regions of the galaxy.
The mechanism responsible for the formation of the spiral arms remains consistent and active throughout the period under consideration.
Using the galaxy J101652.52 as the model,
Figure 4 depicts an idealized and simplified barred spiral galaxy based on the assumption that the spiral arms are instantaneously formed (neglecting the process of spiral arm formation for the time being). In this depiction, the entire galactic disk is presumed to be replete with hydrogen and other materials necessary for star formation. This region is referred to as the “virgin land.” The galactic bar is initially positioned horizontally. The ratio of the outer edge of the galactic disk (R) to the radius of the galactic bar (R
b) stands at 6 (R/R
b = 6). Two spiral arms are represented by yellow and purple colors, respectively. The galaxy rotates in a clockwise direction, and two blue lines at the front side of spiral arms denote the rotational tracking positions of the spiral arms. The letters a, b, c, d, e, and f correspond to tracking points for the spiral arms during their rotation, while the Greek letters α, β, γ, δ, ε, and ζ designate tracking points for the galactic materials throughout the rotation.
At the outset of the rotation, the tracking points of the spiral arms align with the tracking points of the galactic materials, as visually depicted in
Figure 4. A yellow rabbit located at the point c symbolizes the outer edge of the yellow spiral arm, and a yellow turtle situated at the point γ represents the outer boundary of the galactic materials in the disk. This arrangement also applies to the purple spiral arm, represented by a purple rabbit and a purple turtle.
It’s essential to acknowledge that in reality, new stars have the potential to form anywhere within the galactic disc, including what we might term “virgin land.” However, within the spiral arms, the rate of star formation typically registers about 5 to 10 percent higher compared to other regions. Though seemingly small in mathematical terms, this slight variance significantly heightens the sensitivity of optical observations.
Additionally, these “virgin lands” may host long-lived stars of diverse sizes, akin to our Sun. Nevertheless, the overall radiation intensity emanating from these regions remains notably lower than that observed within the spiral arms.
Following a 90° rotation of the galactic bar and the spiral arms, the galactic bar assumes a vertical position, as visually depicted in
Figure 5. At this juncture, the tracking points for the spiral arms, denoted by a, b, c, d, e, and f, have advanced to positions a1, b1, c, d1, e1, and f1, respectively. Simultaneously, the galactic materials continue their rotation with a flat differential velocity, with tracking points α, β, γ, δ, ϵ, and ζ moving along white lines to reach positions α1, β1, γ1, δ1, ε1, and ζ1. Here, it’s important to note that the spiral arms rotate at a faster pace than the galactic materials, leading to the arms sweeping through the galactic matter. New stars form as galactic matter enters the spiral arms on their front side and exit the arms on their rear side. This process results in the creation of new stars and contributes to the depletion of available hydrogen and other star-building materials in the areas swept by the spiral arms. These areas are represented by the yellow shadow area, which is swept by the yellow spiral arm and is termed the “single swept area.” The same concept applies to the purple shadow area. These shadow regions experience a significant reduction in available hydrogen and other star-building materials.
Due to the substantial difference in rotational velocities, the yellow rabbit is notably distant from the yellow turtle, emphasizing the varying rates of rotation between the spiral arms and the galactic materials. In this scenario, approximately 34% of the total area within the galactic disc constitutes the single swept area, while the remaining 66% of the disc area remains in a state of “virgin land,” featuring an abundance of hydrogens and other essential star-building materials.
The yellow and purple shadow areas are also the rear side trail areas which are fully observed in the galaxy J101652.52. The observed length of the trail effect depends on how fast the new stars burn the hydrogens and the sensitivity of the observation instruments.
Following an approximately 216° rotation of the galactic bar, a significant development occurs, illustrated in
Figure 6. At this point, the yellow rabbit has caught up with the purple turtle, and the purple rabbit has similarly caught up with the yellow turtle. The tracking points for the spiral arms are now positioned at a2, b2, c2, d2, e2, and f2, while the tracking points for the galactic matter have advanced to positions α2, β2, γ2, δ2, ε2, and ζ2.
This particular configuration marks a significant change in the galaxy’s dynamics. Around 86% of the total area within the galactic disc has now been subject to a single sweep by the spiral arms, leaving only approximately 14% of the total area in a state of “virgin land.” This phase is referred to as a “half loop,” denoting the moment when the yellow rabbit catches up with the purple turtle.
The rotation angle of the “half loop” is determined by the ratio of the radius of the point of interest on the spiral arm to the radius of the galactic bar. For instance, it requires a greater rotation for point b2 to synchronize with point ε2. The relationship between the rotation angle ψ (in degrees) of the half loop and the radius ratio µ(=R/R
b), defined as the radius (R) of the point of interest relative to the radius (R
b) of the galactic bar, can be described as follows:
The variable µ can be regarded as the radius of the point on the spiral arm, measured in units of the galactic bar.
Figure 7 illustrates the variation in the half loop rotation angle ψ in relation to µ. Notably, the half loop rotation angles for the Milky Way (µ = 3.6, as determined from the current visual representation of the Milky Way) and the galaxy J10165.52 (µ = 5.2) are also indicated.
Following the “half loop” rotation, the yellow spiral arm proceeds to rotate forward and encounters the previously single-swept purple area. This marks the initiation of the second sweeping or “double sweeping.” In the context of the Density Wave Theory (DWT), this phase is associated with the galactic matter entering the spiral wave and undergoing a second compression.
During this double sweeping, the rate of new star formation significantly decreases due to the substantial depletion of available hydrogen and other star-building materials in the previously single-swept area. This decrease occurs under the assumption that no additional hydrogen or star-forming matter enters the galaxy from external sources following the galaxy’s initial formation. Consequently, the luminosity of the spiral arm gradually diminishes along the length of the spiral arm toward the bar’s end during its continued rotation. For the sake of clarity and simplification, two levels of brightness are defined in the illustration:
As the spiral arm continues to rotate, the length of the reduced brightness section of the spiral arm progressively increases, while the full brightness section gradually decreases. This transformation is visually depicted in
Figure 8. The horizontal orange line in the figure represents the radius of the galactic disc in this model (µ = 6), while the red double-arrow line symbolizes the spiral arm section with full brightness, and the green double-arrow line signifies the spiral arm section with reduced brightness. On the right side of the image, there is a representation of half of the side view of the Milky Way, illustrating how the thickness and density of the galactic disc gradually decrease with increasing radius. This further adds context to the changes in brightness and star formation within the spiral arms as they sweep through the galactic matter.
In
Figure 9, the graphic illustration details the change in the luminosity of the spiral arms as a function of the rotation angle. Let’s analyze this in conjunction with the information from
Figure 4,
Figure 6, and
Figure 8 to better understand the depicted sequence.
As per
Figure 4, the spiral arms, which were assumed to be “instantly established,” commence their clockwise rotation from the 0° position with full brightness which is not shown due to overlap by the later spiral arms of 360° rotation. During this initial phase, the entire length of the spiral arms sweeps through the “virgin area,” characterized by an abundance of hydrogen and other star-forming materials. Consequently, the spiral arms radiate at full brightness during this period. This period extends from the starting position at 0° to 216° of rotation, corresponding to the section from 0 to A in
Figure 8.
However, after reaching point A (at 216°) in
Figure 8, marked as A1 and B1 in
Figure 9 for both spiral arms, a pivotal transition occurs. The spiral arms begin to sweep the “single-swept area,” where the quantity of available hydrogen and other star-forming materials is significantly reduced. Consequently, the rate of new star formation in this region undergoes a substantial reduction, resulting in a decrease in the luminosity of the spiral arms due to this “double sweeping.” In the meantime, the partial sections of the spiral arms continue to sweep the remaining “virgin land” area, generating spiral arms with full brightness.
As the spiral arms rotate further, the length of the spiral arms with full brightness gradually decreases, following the trajectory indicated by the blue curve in
Figure 8. Simultaneously, the length of the spiral arms with reduced brightness steadily increases. To provide some context, if the initial radius of the spiral arms with full brightness at the starting position is set to 6 (as represented by the orange line in
Figure 8), then the radius of the spiral arms with full brightness diminishes to 4 at a rotation angle of 240° and decreases to 2.5 at 300°, and so forth.
Figure 9 illustrates this phenomenon by displaying how the radius of the full brightness spiral arms decreases with the rotation angle, as indicated by the red dashed curves.
A pertinent question arises: Can we optically observe spiral arms with reduced brightness under normal conditions (same instrument with the same observation frequency range and the same sensitivity)? To address this, we must consider at least three factors.
The reduction in the thickness and density of the galactic disc as demonstrated by the Milky Way in
Figure 8.
It’s widely accepted that the star formation rate within the spiral regions typically exceeds that of other areas by about 5 to 10 percent. Despite this seemingly modest increase, even a “small” percentage variation significantly influences optical observations in galaxies like J101652.52, as illustrated in
Figure 1 by comparing the luminosity disparity between points C and A. Notably, a mere 1 percent decrease in the star formation rate can have a notable impact on the optical visibility of the spiral arms.
The prominent presence of giant OB stars within these spiral arms is a key contributor to their brightness, emitting intense blue light. However, the formation of these massive OB stars necessitates substantial amounts of hydrogen and other star-building materials. Consequently, it’s likely that the rate of formation for these giant stars will decline more sharply than that of smaller stars during subsequent sweeping periods.
- 3.
In a real galaxy like J101652.52 depicted in
Figure 1, the formation of spiral arms is a protracted process during which a substantial amount of hydrogen and other star-forming materials are already depleted. Consequently, it is likely that the spiral arms with reduced brightness are exceedingly faint and may not be observable under standard conditions. They might only become detectable with advanced instruments that operate at longer wavelengths, such as the James Webb Space Telescope.
After another half-loop rotation (equivalent to a total of 432°), the yellow rabbit has caught up with the yellow turtle, and the purple rabbit has caught up with the purple turtle, as illustrated in
Figure 10. This occurrence is referred to as a full-loop rotation. Following a full-loop rotation, approximately 78% of the disk area experiences double sweeping presented by reddish-orange color—meaning it is swept by both the yellow arm and the purple arm—while about 18% of the disk area undergoes a single sweep. Only about 4% of the disk area remains as the virgin land.
If the spiral arms continue rotating beyond the 432° point, it would initiate a third sweeping or third compression by the Density Wave Theory. Realistically, there may not be sufficient hydrogen available for a significant number of new star formations and maintaining the same luminosity level, rendering the spiral arm not optically observable at normal conditions, even if the mechanism for star formation remains operational. As a result, it consists mainly of aging stars like a lenticular galaxy. N-body simulations conducted by Saha and Elmergreen [
12] suggest that two-arm spiral wave modes may endure for approximately 5 billion years, possibly up to 20 rotations in the case of the Milky Way.
If the spiral arm formation follows the DWT, the galactic matter is still compressed in the density waves with much lower star formation rate without enough hydrogens from the remaining galactic matter compared to the rate at the virgin land, the galaxy may be considered as a lenticular galaxy with little star formation. In other words, the extended persistence of spiral wave modes does not guarantee their optical observability over such prolonged time spans.
The actual conditions of galaxies may differ or deviate significantly from the ideal model presented in
Figure 4. For instance, spiral arms, like those observed in the galaxy J101652.52, require a substantial amount of time to grow to their current observed size, as indicated by N-body simulations [
12]. This growth process may span approximately 1 billion years, during which a significant portion of hydrogen and other star- forming materials would have been consumed.
For galaxies that align with the simplified galaxy outlined earlier, it can be inferred that the upper limit for observing well-defined spiral patterns may persist for only a period of one to two rotations after the complete development of the spiral arms regardless of any specific mechanism of spiral arm formation. However, a significant shift occurs if additional hydrogen resources are introduced into galaxies during their evolution, either through accretion from the surrounding environment or via galactic mergers. In such scenarios, the situation is drastically altered.