2. Methods and Materials
Experimental studies were carried out at the drifting station SP-28, which operated in the Central Arctic Basin from February to October 1987.
2.1. Mode and Experimental Setup
The drift area covered latitudes of 81–85° N and longitudes of 140–170° E, corresponding to one of the most remote and climatically stable regions of the Arctic. These conditions ensured minimal influence from local aerosol sources and allowed for the consideration of observed radiation characteristics as a reflection of large-scale transport and transformation processes of air masses.
The station was located on multiyear sea ice several meters thick, which provided a stable platform for the installation of radiation instruments as shown in
Figure 2. The absence of open water in the drift zone eliminated the influence of local thermal anomalies and ensured the homogeneity of the underlying surface, which is an important condition for the correct interpretation of longwave measurements.
The spring season, particularly the transition from the polar night to the polar day, is of critical importance for the analysis of the seasonal evolution of atmospheric radiation parameters. During this period, anthropogenic SO2 accumulated in the Arctic atmosphere during the dark winter months begins to interact with incoming solar ultraviolet (UV) radiation. This photochemical process triggers the transformation of gaseous precursors into radiatively active sulfate aerosols, leading to the observed peak in Arctic haze and its subsequent impact on the longwave radiation field.
The synoptic situation in the Arctic in March 1987, as illustrated in
Figure 3, created unique conditions for the study of the longwave radiation effects of aerosol.
The average monthly pressure in the drift area exceeded the climatological norm by 4–6 hPa, which indicated an abnormally strong Arctic anticyclone system. The air temperature in January–March was 2–7 °C below normal, and in April–June it was near to the average. Such conditions contributed to the formation of strong surface-based radiation inversion, which played a central role in retaining the Arctic haze and enhancing its longwave impact.
During the period from February 18 to April 4, the drift area was in the zone of interaction between North Atlantic cyclones and the eastern periphery of the Arctic anticyclone. During this period, the wind was mainly southwesterly, which created favorable conditions for the transfer of aerosol from the industrial regions of Siberia, including the Norilsk industrial area. These features are consistent with known seasonal patterns of impurity transport in the Siberian sector of the Arctic, described in international studies. From April 5 to June 24, a stable anticyclonic regime was established with easterly winds and pressure 4–6 hPa above normal. During this period, the strongest surface-based radiation inversion and the maximum probability of Arctic haze formation were observed.
Thus, the synoptic conditions of 1987 provided a favorable background for studying the Arctic haze longwave effects: sustained inversions, weak turbulence, lack of precipitation, and long periods of cloudless skies.
2.2. Radiometric Equipment
For precise measurements of downwelling longwave radiation, spectral pyrgeometers P2-30 (1.8–30 μm) and P8-12 (8–12 μm) were used, following the ideas laid down by Hinzpeter [
11]. These instruments, developed at the Arctic and Antarctic Research Institute (AARI) by Zachek [
12] through the deep modernization of the balance meter created at the Main Geophysical Observatory (MGO) [
13], are shown in
Figure 4.
The devices are equipped with highly sensitive MTS-P thermoelectric receivers, built-in controllable hollow-cavity blackbody emitters, and flat germanium filters installed in a dynamic modulator stage.
The use of flat optics in combination with a balanced differential measurement scheme makes it possible not only to achieve international standards of accuracy, such as those of the Kipp & Zonen CGR4, but also to surpass them in a number of critical parameters. Under conditions of high azimuthal isotropy of atmospheric radiation at zenith angles >50°, the flat filter eliminates the complex optical distortions and parasitic reflections characteristic of meniscus domes. The key advantage of the design is the implementation of the principle of “dynamic indifference” to its own thermal background: thanks to the phase-controlled method, any temperature gradients of moving parts are fully compensated by the balance scheme. In contrast to classical pyrgeometers, which require complex mathematical corrections for the “window heating offset”, the P2-30 device provides physical subtraction of parasitic signals. This makes it possible to integrate an active heating system for the internal volume (heated by +10 °C) for reliable protection against hydrometeors.
The instruments operating in the extreme conditions of Arctic drifting stations and Antarctic expeditions have demonstrated unique stability. Under the same conditions, meniscus dome systems from Eppley and Kipp & Zonen exhibited significant distortions caused by dome icing, as reported. The presence of the “dual-temperature” mode of the reference emitter allows the device to function as an autonomous reference standard, providing continuous sensitivity verification directly during the monitoring process.
The P2-30 pyrgeometer was calibrated using a blackbody model, where the emitting cavity was formed from snow maintained in a melting state. In pyrometry, this technique is a well-established method for utilizing a phase-transition emitter to ensure high stability of the effective surface temperature. The conversion coefficients obtained under these conditions were used to reproduce the measured physical quantities. However, the question of how closely the radiation scale formed in this manner aligns with the World Pyrgeometer Scale (WPS) maintained in Davos remained open and was only resolved two years later.
Field intercomparisons conducted by König-Langlo and Zachek [
17] demonstrated that the P2-30 maintained signal stability even during intensive icing, whereas the Eppley pyrgeometer showed significant distortions under the same conditions. This is clearly illustrated in
Figure 5a, where the P2-30 continued to record stable radiation during an icing episode in the Weddell Sea, while the Eppley readings noticeably degraded.
Additional confirmation of the validity of the radiation scale and its consistency with the international standard was obtained through the analysis of a long-term series of co-located measurements. A correlation analysis of nearly two months of observations (
Figure 5b) revealed a steady linear correspondence between the P2-30 and Eppley data, confirming the stability and reproducibility of the P2-30 scale in real field conditions. Simultaneously, results for free hydrometeor conditions are presented. The aggregate results attest to the correctness of the P2-30 radiation scale and its alignment with the international pyrgeometer scale reproduced in Davos.
The lower boundary of the cloud cover was determined using the IMO-1 pulsed light locator, which allowed thin stratus clouds that were not visually distinguishable to be excluded from the analysis.
Temperature, humidity, and pressure profiles, obtained from aerological soundings via the D22 “Malachite” radio theodolite system [
18], were used as input parameters for these calculations in an aerosol-free atmosphere.
2.3. Method of Arctic Haze Detect
In the Arctic, haze is a hard-to-observe atmospheric phenomenon: visual and standard instrumental methods do not allow it to be reliably recorded. Therefore, a key element of the study was the use of the temporal variability of longwave radiation as a diagnostic tool. This approach is based on the idea that even weak microphysical changes in the radiating layer are recorded by a pyrgeometer**, which** turns out to be sensitive to the state of the aerosol layer.
To classify the atmospheric states, the RMS was used, calculated for each hour as a deviation of the instantaneous LWD values from the mean. This parameter made it possible to quantify the level of radiation variability associated with the physical states of the surface layer (
Figure 6a). Under cloudless conditions, RMS < 0.1 W·m
−2 — the radiation background is stable; in the presence and amplification of haze, the RMS increases to 0.2–0.7 W·m
−2; when the haze passes into a thin stratus cloud, the RMS exceeds 2 W·m
−2.
Thus, LWD fluctuations become an indicator not only of the presence of haze, but also, as can be assumed, the process of its microphysical evolution. It is important that during the observation period, there was no aerosol advection or changes in the concentration of condensation nuclei. Consequently, the rise in RMS reflects the internal transformations of the layer under evening cooling: particle hydration, condensation, and sublimation growth. This is the key result: the transition from haze to cloud is not accompanied by a sharp collapse of radiation, but occurs in a narrow range of values. Such stability of the flux indirectly indicates the physical proximity of haze and thin stratus as two states of the same inversion layer.
This allows us to assume that Arctic haze and thin stratus are not two different modes of the phenomenon, but two adjacent states of the same evolving layer. To confirm this hypothesis, model calculations were performed, the results of which are presented in
Figure 6b. In the calculations of longwave radiation, a simplified two-stream model was used, in which the optical thickness of the layer is determined by the total absorption of water vapor and CO
2. The absorption coefficient of water vapor was specified as temperature-dependent, which makes it possible to correctly describe absorption variations in the lower troposphere. This approach ensures the stability of calculations in the absence of a spectral model and allows for the reproduction of a realistic vertical profile of LW fluxes. The haze parameters were set directly through modification for a layer of 150–200 m, which simulates the presence of a thin, low layer of haze. This local modification of the optical thickness makes it possible to calculate LW radiation within the calculation scheme without explicitly specifying the microphysics of the clouds. Such a layer can correspond to fog, haze, a waterlogged inversion layer, or a thin low cloud. All these types of layers have an increased concentration of water vapor or aerosols, leading to a significant increase in optical thickness in the longwave range.
In the second case, a thin cloud layer was introduced at an altitude of 150–200 m with increased emissivity, simulating the formation of a stratus cloud in the inversion zone. To describe this layer more physically, a mixed cloud phase was added to the model, including liquid water and ice crystals. In combination with increased water vapor, this forms a narrow radiatively active layer, which in the model is equivalent to a thin stratiform cloud. Calculated vertical profiles of longwave radiation based on aerological sounding make it possible to trace the formation of an additional radiating layer within the surface-based radiation inversion and to assess the differences between the haze and thin stratus modes.
Temperature and relative humidity profiles record a pronounced inversion in the lower 150–180 m and the presence of a local humidity maximum in its upper part. It is this zone that becomes the area where the emitting layer is formed in the model, determining the structure of the LWD and LWU fluxes. In haze mode, the downward flux (LWD
haze) changes slightly in the given layer. The upward flux (LWU
haze) is formed mainly by the surface, and the haze contribution is manifested only as a small additional radiation in the 140–180 m layer. When moving to a thin stratiform cloud, the character of the profiles changes. The cloud layer introduced into the model forms a pronounced maximum of downward radiation (LWD
cloud) in the inversion zone, leading to a noticeable increase in LWD at the surface. This indicates that the aerosol particles were hydrated during the haze phase, and the enhanced radiative effect was due to condensation and sublimation growth. Recent studies [
19] confirm this interpretation.
This also leads to an increase in the upward flux reaching the top of the atmosphere; its increase is comparable to the measured increase in longwave radiation at the Earth’s surface.
Figure 6a and model calculations consistently show that Arctic haze and thin stratus have a similar effect on longwave radiation transport, as both states create an additional radiating layer within the surface-based radiation inversion. The difference between them is only in intensity: haze is a weakly radiating volume, while a thin cloud is a more powerful, but physically similar source.
2.4. Approach to Determining the Aerosol Effect
The aerosol effect on the components of the atmospheric radiative balance is evaluated by comparing measured and calculated longwave radiation characteristics. The key parameter in this comparison is the atmospheric emissivity, which represents an integrated measure of the atmosphere’s longwave emission efficiency.
The calculated emissivity (εcalc) is a dimensionless quantity obtained from the Shekhter radiative transfer model, which accounts only for the gaseous constituents of the atmosphere (H2O, CO2, O3, etc.) and the actual temperature profile. Aerosol contributions are not included in this calculation.
To characterize the radiative properties of the real atmosphere, the observed emissivity (ε
obs) was used. This dimensionless parameter describes the thermal emission efficiency of the atmospheric column and is derived from direct measurements using the Stefan–Boltzmann law:
where LWD is the downward longwave radiation measured at the surface (W·m
−2), σ is the Stefan–Boltzmann constant (5.67 · 10
−8 W·m
−2·K
−4), and T
a is the near-surface air temperature (K).
In contrast to the calculated (parameterized) values of εcalc, which account only for gaseous absorption, the observed emissivity εobs incorporates the combined contribution of all radiatively active components in the surface-based radiation inversion layer. These include the intrinsic emission of water vapor and trace gases, the longwave radiation of aerosol formations (Arctic haze), and the contribution of fine condensation layers and ice crystals, such as fogs and hazes.
A crucial aspect of this study is the comparison between measured and calculated atmospheric emissivity. If εobs exceeds εcalc, this indicates the presence of an additional radiating layer in the atmosphere that is not represented in the gas-only model. The difference εobs − εcalc therefore quantifies the net aerosol contribution to longwave radiation.
However, the absolute value of εobs depends on the temperature and structure of the surface-based radiation inversion, which complicates comparisons between different seasons and field campaigns. A parameter is therefore required that:
eliminates temperature dependence,
isolates only the aerosol contribution,
has a strict zero limit in aerosol-free conditions,
remains dimensionless and universally applicable.
These requirements are met by the normalized longwave aerosol effect (NLAE), defined as:
This normalized difference between the observed and calculated (aerosol-free) longwave flux serves as a strict indicator of aerosol influence. Obtaining reliable values requires identifying cloud-free periods. However, in polar regions, cloud detection is difficult, especially during the polar night. Moreover, standard meteorological observations do not register Arctic haze unless it reaches the surface. Under such conditions, the comparison of εobs and εcalc becomes particularly important, and NLAE is the only parameter that reliably isolates the aerosol contribution.