人类观测星系的历程

在天文学史上,最早的星云(Nebulae) 包括了星系和星团等天体,但现在这些都已不再是星云.如左图是威廉·帕森思在 1845 年绘制的“星云”M51,他当时把它形容为一个“非常暗的星云,不含恒星”,现在我们知道这是一个旋涡星系,长度约有65000光年.现在天文学上的星云是指宇宙尘埃,氢气,氦气和其他等离子体聚集的星际云.如右图是发射星云NGC604,位于三角座星系(NGC 0598)里面.发射星云是能辐射出不同色光的电离气体云

People have always looked into the sky and tried to explain what they saw. Some early civilizations created fantastic stories to explain the patterns above us. Our modern scientific understanding shows the truth is more extraordinary than any of these tales. Some small dots of light in the sky are actually enormous objects called galaxies, made up of billions of stars, some so far away that it took billions of years for the light to reach us. These galaxies are shaped, not by the exploits of gods, but by a whole range of incredible objects, like black holes in space from which nothing can ever escape.

It took hundreds of years for scientists to discover the truth about galaxies. The history of astronomy is full of giant steps forward made possible by the use of new technology. The first came with the invention of the telescope in the sixteenth century and observations that led to the Copernican revolution. This proved that Earth was just a planet, like others, orbiting the sun. The stars in the sky and the streak of light called the “Milky Way” were other suns like our own but much further away. This was a big change in the understanding of the universe and its size. However, it was thought that the group of stars surrounding us in the Milky Way was the entire universe. The concept of galaxies did not yet exist.

Astronomers had in fact already seen galaxies but did not know what they were. In 964, Persian astronomer Abd al-Rahman al-Sufi first described a galaxy, now called Andromeda. He called it “a small cloud” as telescopes at this time could not resolve any detail within it. This was the first galaxy other than the Milky Way to be mentioned in scientific writing. As other cloud-like objects were discovered, they were called nebulae.

Eight centuries later, British astronomer Thomas Wright was, in 1750, the first to speculate that some faint nebulae were in fact distant versions of our own Milky Way. Anglo- German astronomer William Herschel (working with his sister Caroline) undertook deep sky surveys looking for objects that were not stars. Starting in 1785 they published work eventually including over 2,400 new nebulae. He also counted the stars of the Milky Way in different regions of the sky, which allowed him to correctly interpret our own galaxy as a disk-shaped object.

光经过分光后,被色散开的单色光按波长大小而依次排列的色彩图案称为光谱.比如太阳光谱(见右下图)就包含了全部颜色的光.太阳内部发出的强光经过温度比较低的太阳大气层时,部分特定波长的光被低温气体吸收,导致了图中出现多条暗线.由于气体中的不同化学物质吸收的是不同的对应波长的光,所以通过观测太阳光谱上暗线的位置,就可以确定太阳大气的化学元素组成和丰度.在探测宇宙时,我们也可以利用吸收光谱来确定天体的化学元素组成,下图是哈勃太空望远镜观测到的深空星体射出的光在穿过星系间众多的气体云时产生的吸收光谱,由此可确定这些气体云的化学成分(Credit: NASA/ESA)

The Great Debate

In the nineteenth century, astronomy progressed through the invention of photography and the creation of larger improved telescopes. This created a big increase in the volume of data that could be collected as telescopes took images of the sky. Rather than a single person looking down a telescope, many people could analyse a large number of photographs taken in a single night. These photographs were studied by teams of people who made precise measurements, building up catalogs of the different objects visible in the sky. This was skilled work, requiring many mathematical calculations. A group called the Harvard Computers was particularly skilled and made many important contributions. The astronomers of the sixteenth century had catalogues of thousands of stars; by the early twentieth century, the positions of hundreds of thousands were known.

气体能够吸收一定波长的光,是由于气体原子中处于某一轨道的电子能在吸收一定能量的光能后,跃迁到高能级轨道上。两个轨道之间的能量差,决定了该电子要吸收什么波长的光。该波长的光被吸收后就会变弱,光谱上就会出现暗线。当然,电子在高能级轨道并不稳定,很快就会跃迁回到原来能量较低的状态,并释放出跟吸收的光同样波长的光。不过释放的光射向四面八方, 并不与吸收的光在同一方向上,使探测器不能在同一个方向探测到,所以光谱中该位置仍是暗线

Along with the positions of stars, astronomers could gather information about the type of light coming from any object in space. Early techniques used a simple prism to split sunlight into a rainbow of different colours—the different wavelengths of visible light.

Later instruments could be used on the light from a single star and allowed precise measurements of the intensity of the different wavelengths of light. This technique is called spectroscopy. It captures images of the spread of wavelengths, called emissions spectra. These contain sharp dark spectral lines that give information about the composition of the object—each element has a distinctive spectral line. The element helium was first discovered in this way, as a spectral line in light from the sun. Only later was it isolated by chemists on Earth.

Armed with all this data, scientists sought to understand and classify what they saw, including nebulae. These had different shapes, from irregular blobs to ovals to beautiful spirals. Analysis of the emissions spectra of some nebulae showed they were made of hot gas.

However, some researchers thought the spiral types of nebulae seemed different, and this led, in 1920, to a Great Debate between two eminent American astronomers, Harlow Shapley and Heber Curtis. One side, led by Shapley, argued the traditional view—the entire universe consisted of just the Milky Way, made up of stars and clouds of gas. They believed the spiral nebulae were just other objects between the stars. In other words, the spiral nebulae were within our own galaxy and our galaxy was the universe. Shapley also argued that the sun was not at its center. Conversely, the group of astronomers led by Curtis made a remarkable claim: spiral nebulae were not inside our galaxy but were galaxies made up of billions of stars appearing as small objects because they were enormously far away. The Milky Way, they argued, was just the galaxy that we were a part of, and the sun was at the center of our galaxy. Curtis suggested that the universe was much larger than our galaxy. In brief, this controversy concerned the scale and makeup of the universe. Now we know that Shapley and Curtis were both right and wrong. The sun is not at the center of the galaxy (Shapley) and the galaxy is only one of hundreds of billions of galaxies in the universe (Curtis).

Many lines of evidence were discussed, but fundamentally the debate hinged on how far away the nebulae were. If they were galaxies, it was calculated they must be 108 light-years away, a distance that seemed incredibly large, requiring the universe to be much bigger and older than was previously thought. Accepting such a change to our understanding of the universe required good evidence.

Estimates of the distance of close stars had already been made using parallax – making use of the earth’s movement throughout the year and measuring the small differences in position of close stars: trigonometry then allows the calculation of how far the stars are. But this didn’t shed light on the overall size of the universe.

沙普利认为,整个宇宙只有银河系,太阳系不在银河系的中心。图表基于沙普利的原始球状星团数据,太阳(黄色符号)位于轴的中心,从球状星团的分布推出银河系中心位于距离太阳约15千秒差距(1秒差距约为 3.26 光年)的红色 X 标记处

Evidence for that came from the work of a member of the Harvard calculators, Henrietta Swan Leavitt . She studied unusual stars, called Cepheids, that became fainter and brighter in a regular cycle. By measuring thousands of examples within a region of space called the Magellanic Clouds, she gathered enough data to (in 1912) publish proof that the overall luminosity (how much light is produced) of these stars was correlated with the period of change: the more slowly the luminosity changed, the more light they produced. This provided astronomers with a key to measuring the size of the universe.

勒维特在研究小麦哲伦星云的造父变星时发现,光变周期越长的造父变星,发出的光就越强(如上图所示),也就是说,实际光度与光变周期成正比,那比率是多少呢?赫茨普龙用其他方法—视差法测定了银河系中距离较近的几颗造父变星的距离,再从这个距离和视亮度求得它们的实际亮度,然后再由实际亮度和光变周期算出这个比率,这就是零点标定。后续的天文学家继续校正周光关系,他们把造父变星分为两类(如下图所示):经典造父变星(有明显的周光度关系,光变周期为1.5~50 天)和短周期造父变星(周光度关系不太明显,光变周期短于一天).这样我们就可以把标定过的造父变星作为一把“量天尺”,来测量和比对目标天体

Leavitt’s work left unknown the scale for measuring this brightness (how much light reaches us) since the distances to the Magellanic Clouds were unknown . One year after she reported her results, Ejnar Hertzsprung determined the distances of several Cepheids in the Milky Way, and with this calibration, the distance to any Cepheid could then be determined.

This created a new measurement technique. If we know the absolute luminosity of a distant Cepheid star, we can use the observed brightness to calculate how far away it is.

In 1920, Harlow Shapley used this technique to estimate the size of the Milky Way. Later that year, American astronomer Edwin Hubble used it on Cepheids within the spiral Andromeda “nebula” to show that it was indeed an enormously long way away. Shapley was convinced by Hubble’s evidence: the great debate was over. The “little cloud” first recorded by Abd al- Rahman al-Sufi over a thousand years prior was now known to be a huge galaxy, like our own Milky Way.

What Is a Galaxy?

Scientists sometimes called galaxies island universes, as they are enormous but usually long distances apart. Think of it like our solar system. A solar system is made up of a star and planets, with empty space in between. Galaxies exhibit a similar structure—each one is a group of solar systems, usually separated from the next galaxy by a large empty space. The pattern is similar, but the scale is enormously different.

The scales that astronomers deal with are so large that they are hard to comprehend. This is one reason they use different units to deal with them. Light travels so fast, 300,000 kilometers per second, that we barely notice it has a speed. It can travel around our Earth in slightly over a second and reach the sun in eight minutes. Astronomical distances are measured in light-years, the distance light travels in a year. Despite the name, it is a measure of distance, corresponding to 9,461,000,000,000 kilometers. The nearest star to us is 4.2 light-years away.

The galaxy we are part of—that we used to think of as the entire universe—is about 100,000 light years from one
side to another. The Andromeda galaxy—one of the closest galaxies—is 2.5 million light-years away, and the most distant are 13.5 billion light-years away, at the edge of the universe we can see.

There are estimated to be over 2×1012 (two thousand billion) galaxies within the visible universe. Most are extremely distant and extremely faint, but they can be seen with the most modern telescopes. Scientists point a telescope at an “empty” portion of the sky for up to one hundred hours, and this very long exposure time reveals thousands of very faint, tiny, and distant galaxies in resulting images.

Some galaxies are close and large. The Andromeda galaxy is the largest, visible with the naked eye as a little cloud. Others, such as the Pinwheel and Sombrero galaxies can be seen with small amateur telescopes or binoculars. Generally, though, large telescopes are needed to see the fine detail of their spirals.

银河系位于本星系群中(圆心处),其中离银河系最近的是仙女座星系,距离我们250万光年,而最遥远的星系距离我们约135亿光年(图中每圈间距为200万光年,星系照片未按比例绘制)

Mapping the Universe

美国国家航空航天局的詹姆斯·韦布太空望远镜于2022年7月拍摄了当前最深,最清晰的遥远宇宙红外图像.这张被称为韦布第一深场的图像显示了距离地球46 亿光年,包含数千个星系的星系团SMACS0723,揭示了早期宇宙景象(Credit: NASA/ESA/CSA/StSci)

Scientists have learned a great deal about galaxies in the hundred years since their discovery.

They have been classified into different types, depending on their shape . These have also been linked to a better understanding of how they are created and how they evolve over time growing and even colliding, as we’ll see in a later article.

In 1926, Edwin Hubble invented a classification scheme for galaxies, known as “the Hubble sequence”, that is still in use. It was intended purely as a way of defining different types of galaxies. There are four main groups: ellipticals, lenticulars, spirals and irregulars.

An early breakthrough in our understanding of galaxies and the universe came, yet again, from Edwin Hubble. In the 1920s, Hubble discovered that all galaxies were moving away from us, and the more distant they were, the faster they were moving. This observation, known as the Hubble-Lemaître Law, affects all galaxies and is key to discussions about the shape and history of the universe itself.

Until the 1950s all telescopes used visible light, but in the 1950s and 1960s new types of telescopes were created to capture other parts of the electromagnetic spectrum. Instead of lenses, they used giant movable dishes to focus radio waves onto a detector. This new field of radio astronomy found regions that looked unremarkable in the visible light wavelengths but produced very strong signals in the radio spectrum. These observations led to the discovery of quasars in the 1960s.

Starting in 1998, the five-year long 2dF Galaxy Redshift Survey systematically mapped the large-scale structure of the universe. Its data showed that galaxies were not distributed evenly but instead were formed into giant structures shaped like walls, filaments, or clusters. For example, our own galaxy is part of the Laniakea Supercluster. First defined in 2014, this contains around one hundred thousand galaxies spread over 520 million light-years. For over twenty years, the Sloan Digital Sky Survey has also mapped the universe, regularly publishing its data and making 3D maps.

斯隆数字化巡天(SDSS)使用口径为2.5米的宽视场望远镜,计划观测25%的天空,获取超过100万个天体的多色测光资料和光谱数据.巡天的星系样本以红移 0.1为中值,对于类星体的红移则达到 5.图为该项目的第五阶段

By the twenty-first century, astronomers were reaching the limits of observations possible to make from Earth. Our atmosphere randomly distorts light that passes through it, putting a limit on how far and how clearly Earth-based telescopes can see. You can see this effect (called scintillation) yourself when you look at stars in the night sky and they appear to flicker or twinkle. Devices such as the Hubble Space Telescope (named in honor of Edwin Hubble) orbit Earth outside the atmosphere and are free of the effects of scintillation. Only these telescopes are able to see the most distant galaxies. A new one, the James Webb Space Telescope, produced its first images in July 2022.

遥远星系的光谱明显的向红光波段移动

Also in orbit, the Gaia observatory was designed to measure the positions of a billion stars within the Milky Way and track how they are moving. The goal is to determine the detailed structure of our galaxy more precisely than ever before.

哈勃测量了星系的红移,并将数据做成一张图,发现星系远离速度和星系的距地距离呈线性关系,即哈勃定律:v=H0d

Whereas one hundred years ago people acted as computers, now astronomers use digital computers to process huge volumes of data on billions of objects. We now understand much about galaxies and what they contain, stars and clouds of
dust and gas. We even know about more exotic objects within galaxies, such as black holes . We also know that what we see is not the full picture . In order to match observations and theoretical calculations, astronomers predict the existence of dark energy and dark matter. Further study may one day provide evidence of these and explain their nature, but meanwhile, the oldest and most distant objects we can see are galaxies. Astronomers use them to study the large-scale structure of the universe itself and how they are distributed throughout it. Their goal is to understand how the universe was created and how it will end.

People have always looked into the sky and tried to explain what they saw. The discovery of galaxies was a giant step forward, showing that when we look up at night, we are looking into a Universe that is almost too huge to comprehend and full of wonders.

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