The O3N2 and N2 abundance indicators revisited: improved calibrations based on CALIFA andTe-based literature data

In Marino et al. (2013) we provide revisited empirical calibrations for the oxygen abundances in HII regions based on the O3N2 and N2 indicators. This work is based on the most comprehensive compilation of both Te-based and multiple strong-line (ONS-based) ionized-gas abundance measurements in external galaxies to date in terms of all statistical significance, quality, and coverage of the parameters space. Our dataset compiles the Te-based abundances of 603 HII regions extracted from the literature but also includes new measurements from the CALIFA survey. We also present a comparison between our revisited calibrations with a total of 3423 additional CALIFA HII complexes with abundances derived using the ONS calibration. The O3N2 and N2 indicators can be empirically applied to derive oxygen abundances calibrations from either direct-abundance determinations with random errors of 0.18 and 0.16, respectively, and they show shallower abundance dependencies and statistically significant offsets compared to the classical calibrations (as the one of Pettini & Pagel (2004)).

We analyze the chemical abundances of planetary nebulae and HII regions in the M81 disk for insight on galactic evolution, and compare it with that of other galaxies, including the Milky Way. We acquired Hectospec/MMT spectra of 39 PNe and 20 HII regions, with 33 spectra viable for temperature and abundance analysis. Our PN observations represent the first PN spectra in M81 ever published, while several HII region spectra have been published before, although without a direct electron temperature determination. We determine elemental abundances of helium, nitrogen, oxygen, neon, sulfur, and argon in PNe and HII regions, and determine their averages and radial gradients. The average O/H ratio of PNe compared to that of the HII regions indicates a general oxygen enrichment in M81 in the last ~10 Gyr. The PN metallicity gradient in the disk of M81 is -0.055+-0.02 dex/kpc. Neon and sulfur in PNe have a radial distribution similar to that of oxygen, with similar gradient slopes. If we combine our HII sample with the one in the literature we find a possible mild evolution of the gradient slope, with results consistent with gradient steepening with time. Additional spectroscopy is needed to confirm this trend. There are no Type I PNe in our M81 sample, consistently with the observation of only the brightest bins of the PNLF, the galaxy metallicity, and the evolution of post-AGB shells. Both the young and the old populations of M81 disclose shallow but detectable negative radial metallicity gradient, which could be slightly steeper for the young population, thus not excluding a mild gradients steepening with the time since galaxy formation. During its evolution M81 has been producing oxygen; its total oxygen enrichment exceeds that of other nearby galaxies.

Recent JWST observations of massive galaxies at z > 2 detect blueshifted absorption in Na I D and other resonant absorption lines, indicative of strong gas outflows in the neutral phase. However, the measured mass outflow rates are highly uncertain because JWST observations can only probe the column density of trace elements such as sodium, while most of the gas is in the form of hydrogen. The conversion between the column density of sodium and that of hydrogen is based on observations of gas clouds within the Milky Way, and has not been directly tested for massive galaxies at high redshift. To test this conversion, we studied a unique system consisting of a massive quiescent galaxy (J1439B) at z = 2.4189, located at a projected distance of 38 physical kiloparsecs from the bright background quasar QSO J1439+1117. The neutral outflow from the galaxy is observed as a sub-damped Lyman- α absorber (sub-DLA) in the spectrum of the background quasar, which enables a direct measurement of the hydrogen column density from Lyman transitions. We obtained new near-infrared spectroscopy with Magellan/FIRE and detect Na I D and other resonant absorption lines from Mg II, Mg I, and Fe II. This dataset allows us to derive new empirical calibrations between the column densities of trace elements and hydrogen, which can be used to estimate the mass and the rate of neutral gas outflows in other massive quiescent galaxies at high redshift. The calibration we derive for Na I is only 30% lower than the local relation that is typically assumed at high redshift, confirming that the neutral outflows observed with JWST at z > 2 can remove a large amount of gas and likely play a key role in galaxy quenching. However, using the local calibration for Mg II yields an order-of-magnitude discrepancy compared to the empirical calibration, possibly due to variations in dust depletion.

We study the direct gas-phase oxygen abundance using the well-detected auroral line [O iii]λ4363 in the stacked spectra of a sample of local analogs of high-redshift galaxies. These local analogs share the same location as z ∼ 2 star-forming galaxies on the [O iii]λ5007/Hβ versus [N ii]λ6584/Hα Baldwin–Phillips–Terlevich diagram. This type of analog has the same ionized interstellar medium (ISM) properties as high-redshift galaxies. We establish empirical metallicity calibrations between the direct gas-phase oxygen abundances ( ) and the N2 (log([N ii]λ6584/Hα))/O3N2 (log(([O iii]λ5007/Hβ)/([N ii]λ6584/Hα))) indices in our local analogs. We find significant systematic offsets between the metallicity calibrations for our local analogs of high-redshift galaxies and those derived from the local H ii regions and a sample of local reference galaxies selected from the Sloan Digital Sky Survey (SDSS). The N2 and O3N2 metallicities will be underestimated by 0.05–0.1 dex relative to our calibration, if one simply applies the local metallicity calibration in previous studies to high-redshift galaxies. Local metallicity calibrations also cause discrepancies of metallicity measurements in high-redshift galaxies using the N2 and O3N2 indicators. In contrast, our new calibrations produce consistent metallicities between these two indicators. We also derive metallicity calibrations for R23 (log(([O iii]λλ4959,5007+[O ii]λλ3726,3729)/Hβ)), O32(log([O iii]λλ4959,5007/[O ii]λλ3726,3729)), [O iii]λ5007/Hβ), and log([Ne iii]λ3869/[O ii]λ3727) indices in our local analogs, which show significant offset compared to those in the SDSS reference galaxies. By comparing with MAPPINGS photoionization models, the different empirical metallicity calibration relations in the local analogs and the SDSS reference galaxies can be shown to be primarily due to the change of ionized ISM conditions. Assuming that temperature structure variations are minimal and ISM conditions do not change dramatically from z ∼ 2 to z ∼ 5, these empirical calibrations can be used to measure relative metallicities in galaxies with redshifts up to z ∼ 5.0 in ground-based observations.

Helium is the second most common chemical species in the Universe. The study of helium abundance has the potential to unravel the chemical evolution of and within galaxies. In this study, we provide an empirical calibration for the singly ionized helium abundance: 12 + log10(He+/H+), based on the emission line flux ratio Heλ5876/H α from Galactic and extragalactic H ii regions compiled from the literature. Based on this calibrator, we explore for the first time the helium abundance in a large sample of H ii regions located in galaxies representative of the nearby Universe from the CALIFA survey. Furthermore, this calibrator allows us to explore the variations of the helium abundance with respect to the oxygen abundance. The observed trends are in agreement with a change in the chemical enrichment with mass/oxygen abundance similar to the one observed due to the inside-out model in a MW-galaxy (highlighting the connection between resolved and global trends in galaxies). Our calibrator provides an empirical proxy to estimate the helium abundance at kpc scales as well as to constrain chemical evolutionary models.

This paper presents the spatially resolved star formation history (SFH) of nearby galaxies with the aim of furthering our understanding of the different processes involved in the formation and evolution of galaxies. To this end, we apply the fossil record method of stellar population synthesis to a rich and diverse data set of 436 galaxies observed with integral field spectroscopy in the CALIFA survey. The sample covers a wide range of Hubble types, with stellar masses ranging fromM⋆~ 109to 7 × 1011M⊙. Spectral synthesis techniques are applied to the datacubes to retrieve the spatially resolved time evolution of the star formation rate (SFR), its intensity (ΣSFR), and other descriptors of the 2D SFH in seven bins of galaxy morphology (E, S0, Sa, Sb, Sbc, Sc, and Sd) and five bins of stellar mass. Our main results are that (a) galaxies form very fast independently of their current stellar mass, with the peak of star formation at high redshift (z> 2). Subsequent star formation is driven byM⋆and morphology, with less massive and later type spirals showing more prolonged periods of star formation. (b) At any epoch in the past, the SFR is proportional toM⋆, with most massive galaxies having the highest absolute (but lowest specific) SFRs. (c) While today, the ΣSFRis similar for all spirals and significantly lower in early-type galaxies (ETG), in the past, the ΣSFRscales well with morphology. The central regions of today’s ETGs are where the ΣSFRreached the highest values (> 103M⊙Gyr-1pc-2), similar to those measured in high-redshift star-forming galaxies. (d) The evolution of ΣSFRin Sbc systems matches that of models for Milky Way-like galaxies, suggesting that the formation of a thick disk may be a common phase in spirals at early epochs. (e) The SFR and ΣSFRin outer regions of E and S0 galaxies show that they have undergone an extended phase of growth in mass betweenz= 2 and 0.4. The mass assembled in this phase is in agreement with the two-phase scenario proposed for the formation of ETGs. (f) Evidence of an early and fast quenching is found only in the most massive (M⋆> 2 × 1011M⊙) E galaxies of the sample, but not in spirals of similar mass, suggesting that halo quenching is not the main mechanism for the shut down of star formation in galaxies. Less massive E and disk galaxies show more extended SFHs and a slow quenching. (g) Evidence of fast quenching is also found in the nuclei of ETG and early spirals, with SFR and ΣSFRindicating that they can be the relic of the “red nuggets” detected at high redshift.

We investigate the size--density relation in extragalactic HII regions, with the aim of understanding the role of dust and different physical conditions in the ionized medium. First, we compiled several observational data sets for Galactic and extragalactic HII regions and confirm that extragalactic HII regions follow the same size (D)--density (n) relation as Galactic ones. Motivated by the inability of static models to explain this, we then modelled the evolution of the size--density relation of HII regions by considering their star formation history, the effects of dust, and pressure-driven expansion. The results are compared with our sample data whose size and density span roughly six orders of magnitude. We find that the extragalactic size--density relation does not result from an evolutionary sequence of HII regions but rather reflects a sequence with different initial gas densities (``density hierarchy''). Moreover, the size of many HII regions is limited by dust absorption of ionizing photons, rather than consumption by ionizing neutral hydrogen. Dust extinction of ionizing photons is particularly severe over the entire lifetime of compact HII regions with typical gas densities of greater than 10^3 cm^{-3}. Hence, as long as the number of ionizing photons is used to trace massive star formation, much star-formation activity could be missed. Such compact dense environments, the ones most profoundly obscured by dust, have properties similar to ``maximum--intensity starbursts''. This implies that submillimeter and infrared wavelengths may be necessary to accurately assess star formation in these extreme conditions both locally and at high redshift.

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\n Context. Gas infall and outflow are critical for determining the star formation rate and chemical evolution of galaxies but direct measurements of gas flows are difficult to make. Young massive stars and H<sc>ii </sc>regions in the halos of galaxies are potential tracers for accretion and/or outflows of gas.\n Aims. Gas phase abundances of three H<sc>ii </sc>regions in the lower halos of the edge-on galaxies NGC 3628 and NGC 4522 are determined by analyzing optical long-slit spectra. The observed regions have projected distances to the midplane of their host from 1.4 to 3 kpc.\n Methods. With the measured flux densities of the optical nebular emission lines, we derived the oxygen abundance 12 + log(O/H) for the three extraplanar H<sc>ii </sc>regions. The analysis was based on one theoretical and two empirical strong-line calibration methods.\n Results. The resulting oxygen abundances of the extraplanar H<sc>ii </sc>regions are comparable to the disk H<sc>ii </sc>regions in one case and are a little lower in the other case. Since our results depend on the accuracy of the metallicity determinations, we critically discuss the difference of the calibration methods we applied and confirm previously noted offsets. From our measurements, we argue that these three extraplanar H<sc>ii </sc>regions were formed in the disk or at least from disk material. We discuss the processes that could transport disk material into the lower halo of these systems and conclude that gravitational interaction with a companion galaxy is most likely for NGC 3628 while ram pressure is favored in the case of NGC 4522.\n

We assess the impact of inhomogeneous reionization on detection of HII regions surrounding luminous high redshift quasars using planned low frequency radio telescopes. Our approach is to implement a semi-numerical scheme to calculate the 3-dimensional structure of ionized regions surrounding a massive halo at high redshift, including the ionizing influence of a luminous quasar. As part of our analysis we briefly contrast our scheme with published semi-numerical models. We calculate mock 21cm spectra along the line of sight towards high redshift quasars, and estimate the ability of the planned Murchison Widefield Array to detect the presence of HII regions. The signal-to-noise for detection will drop as the characteristic bubble size grows during reionization because the quasar's influence becomes less prominent. However, quasars will imprint a detectable signature on observed 21cm spectra that is distinct from a region of typical IGM. At epochs where the mean hydrogen neutral fraction is ~30% or greater we find that neutral gas in the IGM surrounding a single quasar will be detectable (at a significance of 5 sigma) within 100 hour integrations in more than 50% of cases. 1000 hour integrations will be required to detect a smaller neutral fraction of 15% in more than 50% of cases. A highly significant detection will be possible in only 100 hours for a stack of 10 smaller 3 proper Mpc HII regions. The accurate measurement of the global average neutral fraction (<x_HI>) will be limited by systematic fluctuations between lines of sight for single HII regions. We estimate the accuracy with which the global neutral fraction could be measured from a single HII region to be 50%, 30% and 20% for <x_HI> ~ 0.15, 0.3 and 0.5 respectively.

The spiral host galaxy of GRB 060505 at z=0.089 was the site of a puzzling long duration burst without an accompanying supernova. Studies of the burst environment by Th\"one et al. (2008) suggested that this GRB came from the collapse of a massive star and that the GRB site was a region with properties different from the rest of the galaxy. We reobserved the galaxy in high spatial resolution using the VIMOS integral-field unit (IFU) at the VLT with a spaxel size of 0.67 arcsec. Furthermore, we use long slit high resolution data from HIRES/Keck at two different slit positions covering the GRB site, the center of the galaxy and an HII region next to the GRB region. We compare the properties of different HII regions in the galaxy with the GRB site and study the global and local kinematic properties of this galaxy. The resolved data show that the GRB site has the lowest metallicity in the galaxy with around 1/3 Z_solar, but its specific SFR (SSFR) of 7.4 M_solar/yr/L/L* and age (determined by the Halpha EW) are similar to other HII regions in the host. The galaxy shows a gradient in metallicity and SSFR from the bulge to the outskirts as it is common for spiral galaxies. This gives further support to the theory that GRBs prefer regions of higher star-formation and lower metallicity, which, in S-type galaxies, are more easily found in the spiral arms than in the centre. Kinematic measurements of the galaxy do not show evidence for large perturbations but a minor merger in the past cannot be excluded. This study confirms the collapsar origin of GRB060505 but reveals that the properties of the HII region surrounding the GRB were not unique to that galaxy. Spatially resolved observations are key to know the implications and interpretations of unresolved GRB hosts observations at higher redshifts.

We investigate the impact of diffuse ionised gas (DIG) on the determination of emission line ratios and gas-phase metallicities in two local analogues of high-redshift star-forming galaxies: UM 462 and IIZw 40. Understanding how DIG affects these quantities is essential for interpreting unresolved observations of distant galaxies, where integrated spectra are often used to trace their chemical evolution. Using archival Very Large Telescope, Multi-Unit Spectroscopic Explorer (MUSE) data, we spatially resolved the warm ionised medium of both galaxies. We derived oxygen abundances through the direct method and several HII-based strong-line calibrators, and we used the Hα surface brightness (Σ(Hα)) to distinguish regions dominated by HII or DIG emission. Oxygen abundances derived from the N2 and O3N2 indices show an inverse correlation with Σ(Hα), ionisation parameters, and Hα equivalent width (EW(Hα)), with DIG-dominated regions exhibiting 12 + log(O/H) values higher than the mean for their galaxy by ∼0.2 dex in UM 462 and ∼0.1 dex in IIZw40. The metallicity differences derived from these strong-line calibrators reach about 0.4 dex and 0.3 dex between the highest (HII-dominated) and lowest (DIG-dominated) Σ(Hα) bins in UM 462 and IIZw40, respectively. We found a linear correlation between Δ( ) (O/H deviation from the mean interstellar medium value) and EW(Hα). Trends with Σ(Hα), metallicity, EW(Hα), and ionisation parameter suggest smoothly evolving ionisation conditions in the interstellar medium in our galaxies. Such trends and metallicty variations derived from HII-based calibrators reflect different ionisation sources and levels rather than true abundance changes. In particular, the use of these calibrators can lead to spurious metallicity gradients in galaxies with extended DIG tails, such as tadpole or cometary-like galaxies, which can be misinterpreted as evidence of the infall of metal-poor gas. The most likely mechanism for ionising the DIG in our sample of HII or BCD galaxies is the leakage of photons from HII regions, with shocks induced by stellar feedback processes also contributing significantly. Consequently, such contamination may affect the reliability of the derived oxygen abundances. Our results highlight the importance of accounting for DIG in galaxy metallicity estimates since it potentially biases metallicity gradient measurements. This is particularly relevant for large surveys at high redshift that rely on integrated galaxy spectra. O/H

We study a sample of 28 S0 galaxies extracted from the integral-field spectroscopic (IFS) survey CALIFA. We combine an accurate two-dimensional (2D) multi-component photometric decomposition with the IFS kinematic properties of their bulges to understand their formation scenario. Our final sample is representative of S0s with high stellar masses ($M_{star}/M_{sun} > 10^{10}$). They lay mainly on the red sequence and live in relatively isolated environments similar to that of the field and loose groups. We use our 2D photometric decomposition to define the size and photometric properties of the bulges, as well as their location within the galaxies. We perform mock spectroscopic simulations mimicking our observed galaxies to quantify the impact of the underlying disc on our bulge kinematic measurements ($\lambda$ and $v/\sigma$). We compare our bulge corrected kinematic measurements with the results from Schwarzschild dynamical modelling. The good agreement confirms the robustness of our results and allows us to use bulge reprojected values of $\lambda$ and $v/\sigma$. We find that the photometric ($n$ and $B/T$) and kinematic ($v/\sigma$ and $\lambda$) properties of our field S0 bulges are not correlated. We demonstrate that this morpho-kinematic decoupling is intrinsic to the bulges and it is not due to projection effects. We conclude that photometric diagnostics to separate different types of bulges (disc-like vs classical) might not be useful for S0 galaxies. The morpho-kinematics properties of S0 bulges derived in this paper suggest that they are mainly formed by dissipation processes happening at high redshift, but dedicated high-resolution simulations are necessary to better identify their origin.

To investigate star formation and assembly processes of massive galaxies, we present here a spatially-resolved stellar populations analysis of a sample of 45 elliptical galaxies (Es) selected from the CALIFA survey. We find rather flat age and [Mg/Fe] radial gradients, weakly dependent on the effective velocity dispersion of the galaxy within half-light radius. However, our analysis shows that metallicity gradients become steeper with increasing galaxy velocity dispersion. In addition, we have homogeneously compared the stellar populations gradients of our sample of Es to a sample of nearby relic galaxies, i.e., local remnants of the high-z population of red nuggets. This comparison indicates that, first, the cores of present-day massive galaxies were likely formed in gas-rich, rapid star formation events at high redshift (z>2). This led to radial metallicity variations steeper than observed in the local Universe, and positive [Mg/Fe] gradients. Second, our analysis also suggests that a later sequence of minor dry mergers, populating the outskirts of early-type galaxies (ETGs), flattened the pristine [Mg/Fe] and metallicity gradients. Finally, we find a tight age-[Mg/Fe] relation, supporting that the duration of the star formation is the main driver of the [Mg/Fe] enhancement in massive ETGs. However, the star formation time-scale alone is not able to fully explain our [Mg/Fe] measurements. Interestingly, our results match the expected effect that a variable stellar initial mass function would have on the [Mg/Fe] ratio.

(Abridged) We use high S/N spectra of 20 HII regions in the giant spiral galaxy M101 to derive electron temperatures for the HII regions and robust metal abundances over radii R = 0.19-1.25 Ro (6-41 kpc). We compare the consistency of electron temperatures measured from the [O III]4363, [N II]5755, [S III]6312, and [O II]7325 auroral lines. Temperatures from [O III], [S III], and [N II] are correlated with relative offsets that are consistent with expectations from nebular photoionization models. However, the temperatures derived from the [O II]7325 line show a large scatter and are nearly uncorrelated with temperatures derived from other ions. Our derived oxygen abundances O/H are well fitted by an exponential distribution over six disk scale lengths, from approximately 1.3 solar in the center to 1/15 solar in the outermost region studied (for solar 12 + log (O/H)=8.7). We measure significant radial gradients in N/O and He/H abundance ratios, but relatively constant S/O and Ar/O. Our abundances are systematically lower by 0.2-0.5 dex than those derived from the most widely used strong-line empirical abundance indicators. We suspect that most of the disagreement with the strong-line abundances arises from uncertainties in the nebular models that are used to calibrate the empirical scale, and that strong-line abundances derived for HII regions and emission-line galaxies are as much as a factor of two higher than the actual oxygen abundances. However other explanations, such as the effects of temperature fluctuations on the auroral line based abundances cannot be completely ruled out. These results point to the need for direct abundance determinations of a larger sample of extragalactic HII regions, especially for objects more metal-rich than solar.