Gaia DR2 astrometry. IAU 30 GA Division A: Fundamental Astronomy Vienna, 2018 August 27.

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Gaia DR2 astrometry L. Lindegren 1 J. Hernández 2 A. Bombrun 2 S. Klioner 3 U. Bastian 4 M. Ramos-Lerate 2 A. de Torres 2 H. Steidelmüller 3 C. Stephenson 2 D. Hobbs 1 U. Lammers 2 M. Biermann 4 1 Lund Observatory, Lund 2 European Space Agency/ESAC, Madrid 3 Lohrmann Observatorium, Dresden 4 Astronomisches Rechen-Institut, Heidelberg IAU 3 GA Division A: Fundamental Astronomy Vienna, 218 August 27 lennart@astro.lu.se Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 1 of 54

Main references A18 F. Arenou et al. (218): Gaia DR2: Catalogue validation (link) L18 L. Lindegren et al. (218): Gaia DR2: The astrometric solution (link) + New material This is an extended version of the presentation at IAU 3 GA. Extra material is marked with a red footer. The original (short) version is on the IAU Division A pages www.iau.org/science/scientific_bodies/divisions/a/ Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 2 of 54

Outline 1 Random and systematic errors 2 Quality indicators 3 Spurious and anomalous parallaxes 4 Conclusions and outlook Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 3 of 54

Formal uncertainty in parallax 5 Parallax uncertainty [mas] 2 1 :5 :2 :1 :5 :2 :1 :5 A B C D E 2 4 6 8 1 12 14 16 18 2 22 G magnitude Regimes of G: A: Too bright B: Partly saturated (unreliable) C: Detector and calibration limited D: Photon limited E: Too faint (not published) Formal uncertainties in Gaia DR2 were estimated from the internal consistency of measurements and do not represent the total error Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 4 of 54

Random and systematic errors A useful model for the total (external) error in parallax for source i is Random error r i : ϖ DR2 i ϖ true i = r i + s(α, δ, G, C,... ) (1) On average zero, uncorrelated between different sources Formal uncertainty σ i is a (possibly underestimated) estimate of its standard deviation: σ r = kσ i with correction factor k 1. Systematic error s: May depend on several variables (position, magnitude, colour,... ) Same for sources with sufficiently similar position, magnitude, etc Mean value is the parallax zero point ϖ Variance is σ 2 s Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 5 of 54

Random and systematic errors In this model the external (total) uncertainty becomes σ ext = k 2 σi 2 + σs 2 (2) Astrophysical applications using likelihood or Bayesian methods require the probability density of the total error e i = ϖi DR2 ϖi true Most conservative assumption: e i is Gaussian with mean value ϖ and standard deviation σ ext External data must be used to calibrate the model by estimating ϖ, k and σ s (see next slides) Values may depend on the sample used Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 6 of 54

An aside about TGAS In the Tycho-Gaia Astrometric Solution (TGAS) of Gaia DR1, the published uncertainties represent the total (external) errors, and were calculated by applying an expression like (2) to the internal uncertainties. For TGAS the parameters k = 1.4 and σ s =.2 mas were obtained from a comparison with Hipparcos parallaxes as described in Appendix B of Lindegren et al. A&A 595, A4 (216). For Gaia DR2 no such external calibration was applied before the release. There is consequently an important difference between DR1 and DR2 when it comes to the interpretation of the astrometric uncertainties as given in the Gaia Archive: For Gaia DR1 (TGAS) the published uncertainties correspond to σ ext For Gaia DR2 the published uncertainties correspond to σ i Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 7 of 54

Parallax zero point (ϖ ) The zero point ϖ is the expected measured parallax for a source at infinity; it should thus be subtracted from the catalogue value. As a global average, ϖ s.3 mas, but: s definitely depends on (α, δ) s probably depends of G s may depend of C = G BP G RP the dependence is probably multivariate, s(α, δ, G, C,... ) No general recipe can be given for the correction of the zero point Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 8 of 54

Systematics s(α, δ) on large scales QSO parallaxes smoothed by a Gaussian beam (σ = 3.7 ) (only sin b >.2 shown) :15 :1 :5 :5 Parallax [mas] :1 Gaussian beam Equatorial projection :15 Mean value =.3 mas, RMS of smoothed values =.2 mas Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 9 of 54

Systematics s(α, δ) on small scales Quasi-periodic patterns imprinted by the Gaia scanning law Galactic bulge area Large Magellanic Cloud 1 deg Median parallax [mas] Median parallax [mas] Characteristic period '.6 deg, RMS variation '.2.4 mas (A18, Figs. 12 13) Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 1 of 54

8 Spatial covariance function V ϖ (θ) θ = to 18 θ = to 7 25 6 2 Covariance of parallax error [¹as 2 ] 4 2 Covariance of parallax error [¹as 2 ] 15 1 5 2 4 2 4 6 8 1 12 14 16 18 Angle [deg] 5 1 2 3 4 5 6 7 Angle [deg] (L18, Fig. 14) V ϖ (θ) is a statistical description of the systematic error s(α, δ,... ) on different scales, equivalent to an angular power spectrum The total variance is V ϖ () = σ 2 s, from which σ s =.43 mas V ϖ (θ) and V µ (θ) make it possible to estimate the systematic uncertainty of the mean parallax or proper motion of a cluster (slides 18 27) Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 11 of 54

Parallax systematics vs. magnitude Parallax zero point [mas] :15 :1 :5 :5 :1 A18 Riess et al: (218) Stassun & Torres (218) Zinn et al: (218) VLBI QSOs HIP ( ) HST.3 mas :15 6 8 1 12 14 16 18 2 22 G magnitude A more negative zero point may apply to sources brighter than the QSOs Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 12 of 54

Parallax systematics vs. colour (A18, Fig. 18, top) Quasar data give no clear indication of a systematic dependence on G BP G RP for these faint sources (left panel). The strong dependence on the astrometric pseudo-colour right panel) is probably caused by the joint determination of these two parameters in the astrometric solutions (see Sect. 3.1 in L18) and cannot be interpreted as a colour effect. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 13 of 54

Estimating k and σ s in the error model From Eq. (2) the ratio of external to internal (formal) errors is ( ) σ 2 ext σs = k σ 2 + (3) i A18 and others have estimated this ratio for various samples covering different magnitude ranges. σ i Estimating k: in the faint limit photon noise dominates (σ i σ s ) so σ ext /σ i k Estimating σ s (two methods): from σ ext /σ i of brighter sources when k is known, using Eq. (3) from the spatial covariance V ϖ (θ), using that V ϖ () = σ 2 s Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 14 of 54

Estimating k and σ s External=internal uncertainty ratio 2:4 2:2 2: 1:8 1:6 1:4 1:2 1: Ratio external/internal uncertainty HIP VLBI HST 1.2 A18 Riess et al: (218) QSOs :8 6 8 1 12 14 16 18 2 22 G magnitude 1.8 k and σ s estimated from σ ext /σ i vs. G: Quasars (blue): k = 1.8 σ s =.43 mas Bright stars (red): k = 1.8 (assumed) σ s =.21 mas Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 15 of 54

A tentative external calibration External=internal uncertainty ratio 2:4 2:2 2: 1:8 1:6 1:4 1:2 1: Ratio external/internal uncertainty HIP VLBI HST A18 Riess et al: (218) QSOs Tentative model :8 6 8 1 12 14 16 18 2 22 G magnitude 1.8 σ ext = k 2 σ 2 i + σ 2 s Faint (G 13): k = 1.8 σ s =.43 mas Bright (G 13): k = 1.8 σ s =.21 mas The model may be too pessimistic for G 13 to 15 Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 16 of 54

A tentative external calibration σ i σ ext = k 2 σ 2 i + σ 2 s 5 5 2 2 Formal parallax uncertainty ¾i [mas] 1 :5 :2 :1 :5 :2 External parallax uncertainty ¾ext [mas] 1 :5 :2 :1 :5 :2 :1 :1 :5 2 4 6 8 1 12 14 16 18 2 22 G magnitude :5 2 4 6 8 1 12 14 16 18 2 22 G magnitude k = 1.8 and σ s =.21 mas (G < 13) or.43 mas (G > 13) The model may be too pessimistic for G 13 to 15 Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 17 of 54

Spatial covariance of parallax errors For sources i j separated by angle θ the covariance of QSO parallaxes is V ϖ (θ) = E [(ϖ i ϖ )(ϖ j ϖ )] (4) 25 8 2 6 Covariance of parallax error [¹as 2 ] 15 1 5 Covariance of parallax error [¹as 2 ] 4 2 2 5 1 2 3 4 5 6 7 Angle [deg] 4 2 4 6 8 1 12 14 16 18 Angle [deg] The function V ϖ (θ) estimated from quasar parallaxes (L18, Fig. 14) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 18 of 54

Correlated errors: Using V ϖ (θ) For two sources i, j the random errors are assumed to be uncorrelated, while the systematic errors are not. The position-dependent part of s is modelled by the spatial covariance function V ϖ (θ); thus { k 2 σi 2 + V ϖ () if i = j E [(ϖ i ϖ )(ϖ j ϖ )] = (5) V ϖ (θ ij ) if i j where θ ij is the angle between the sources. Note: V ϖ () = σ 2 s. The spatial covariance functions provide an approximate joint error model for a sample of sources, which makes it possible to treat correlated errors e.g. in a cluster. Tables of V ϖ (θ) and V µ (θ), corresponding to Figs. 14 and 15 in L18, are available on the ESA Gaia Known issues page. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 19 of 54

Notes on Eq. (5) The error model formulated for parallaxes can be used for the proper motions as well, with the global rotation replacing the parallax zero point. Equation (5) makes some strong assumptions on V ϖ, in particular: (i) that it is essentially independent of G (in contrast to σ i ), and (ii) that it is spatially and rotationally invariant, i.e. only depends on θ. Assumption (i) is reasonable if the systematics mainly come from calibration and attitude errors, which could be independent of G at least in some range. There is empirical support for this: the V µ (θ) derived from the proper motion errors of bright sources (slide 33) turns out to be very similar to the one derived from the proper motions of faint quasars. Assumption (ii) is more based on necessity than theoretical expectation, given the inhomogeneity of the Gaia scanning. It could nevertheless provide a useful approximation, as illustrated in the examples below. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 2 of 54

Error propagation including systematics Let h(ϖ 1, ϖ 2,..., ϖ n ) be some arbitrary function of the measured parallaxes for a sample of n sources. Using the error model in Eq. (5) and linear propagation of the errors (with c i = h/ ϖ i ), the variance of h is obtained as σ 2 h = n n i 1 ci 2 (k 2 σi 2 + V ϖ ()) + 2 c i c j V ϖ (θ ij ) (6) i=1 i=2 j=1 The first term is the random contribution from the individual uncertainties σ ext ; the second is the systematic contribution from the spatially correlated errors. Note: V ϖ () = σ 2 s. [The second term can in principle be negative; however, in most cases where spatial correlations are a concern it is positive, and for large n often the dominant term.] Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 21 of 54

Example 1: Mean parallax of a cluster The (unweighted) mean parallax for a cluster of n stars is s(ϖ 1, ϖ 2,..., ϖ n ) = n 1 n i=1 ϖ i; thus c i = n 1 and σ 2 h = 1 n ( k 2 σ 2 i + V ϖ () ) + n 1 n V ϖ(θ ij ) (7) where denotes an average over the n sources and an average over the n(n 1)/2 non-redundant pairs. Note: V ϖ () = σ 2 s. Notes: While the first term depends strongly on both n and G (via σ i ), the second term essentially depends only on the spatial distribution of the sources. For large enough n the second term will dominate. A corresponding formula holds for the mean proper motion in α or δ, with V µ replacing V ϖ. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 22 of 54

Example 2: Proper motion gradient In local plane coordinates (x, y) the p.m. gradients b = µ/ x etc. (where µ is either µ α or µ δ ) may be obtained by least-squares estimation of a and b in µ i a + bx i. If the origin is chosen such that n i=1 x i =, the (unweighted) LS estimate is b = n i=1 x iµ i / n i=1 x i 2; thus c i = n 1 x i / x 2. With σ i denoting the uncertainty of µ i, the variance of the gradient is Note: σ 2 b = 1 n xi 2(k2 σi 2 + V µ ()) xi 2 + n 1 x i x j V ϖ (θ ij ) 2 n xi 2 (8) 2 While the first term depends strongly on both n and G (via σ i ), the second term essentially depends only on the spatial distribution of the sources. For large enough n the second term will dominate. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 23 of 54

Numerical examples The second ( systematic ) term in Eq. (7) or (8) was computed for simulated clusters of different angular size R. The number of sources per cluster was always n = 2, but the results are almost independent of n. Two different shapes were considered: Uniform disk: sources uniformly distributed in a circle of radius R Gaussian disk: sources normally distributed with standard deviation R in each coordinate Results are shown on slides 25 27. Simulations made use of tables of V ϖ (θ) and V µ (θ), corresponding to Figs. 14 and 15 in L18, available on the ESA Gaia Known issues page. For real clusters one should of course use the actual coordinates (x i, y i ) and include weights in c i as required by the specific application. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 24 of 54

Average parallax of a cluster RMS systematics of mean parallax [¹as] 5 4 3 2 1 5 4 3 Gaussian distribution of stars with standard deviation R uniform distribution of stars in a circle of angular radius R 2 :2 :5 :1 :2 :5 1 2 5 1 2 5 Cluster radius R [deg] RMS systematics in ϖ for simulated clusters of different sizes, estimated from the spatial covariance function V ϖ (θ) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 25 of 54

Average proper motion of a cluster 1 RMS systematics of mean proper motion [¹as yr 1 ] 5 4 3 2 1 Gaussian distribution of stars with standard deviation R uniform distribution of stars in a circle of angular radius R 5 :2 :5 :1 :2 :5 1 2 5 1 2 5 Cluster radius R [deg] RMS systematics in µ α for simulated clusters of different sizes, estimated from the spatial covariance function V µ (θ) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 26 of 54

Proper motion gradient in a cluster RMS systematics of proper motion gradient [¹as yr 1 deg 1 ] 1 5 2 1 5 2 1 5 2 1 :5 :2 Gaussian distribution of stars with standard deviation R uniform distribution of stars in a circle of angular radius R :1 :1 :2 :5 1 2 5 1 2 5 Cluster radius R [deg] RMS systematics in µ α / α for simulated clusters of different sizes, estimated from the spatial covariance function V µ (θ) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 27 of 54

Systematics in proper motions Main points: Systematics exist on large and small scales similar to the parallax For faint sources the reference frame is effectively non-rotating For G 12 the proper motions have a significant (.15 mas yr 1 ) rotation bias Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 28 of 54

Systematics in p.m. (faint sources) Large-scale systematics for QSOs (G 18 mag) R.A. Dec. :2 :2 :15 :15 Gaussian beam Equatorial projection :1 :5 :5 :1 :15 :2 Proper motion in R:A: [mas yr 1 ] Gaussian beam 1: :9 :8 :7 :6 :5 :4 Parallax [mas] Equatorial projection :1 :5 :5 :1 :15 :2 Proper motion in Dec: [mas yr 1 ] :3 :2 Smoothed values [mas yr 1 ]: R.A. Dec. Mean ±. +.11 RMS.39.37 :1 Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 29 of 54

Systematics in p.m. (bright sources) Large-scale systematics for bright stars (G 12) R.A. Dec. :2 :2 :15 :1 :5 :5 :1 :15 Proper motion in R:A: [mas yr 1 ] Gaussian beam Equatorial projection :2 Gaussian beam :5 Equatorial projection :2 :3 :2 Smoothed µ α, µ δ calculated for the Hipparcos subset :1 of Gaia DR2 µ α = µ DR2 α µ δ = µ DR2 δ (α DR2 α HIP ) cos δ/(24.25 yr) (δ DR2 δ HIP )/(24.25 yr) Very clear signature of global rotation.15 mas yr 1 (cf. L18, Fig. 4) 1: :9 :8 :7 :6 :4 Parallax [mas] } :15 :1 :5 :5 :1 :15 Proper motion in Dec: [mas yr 1 ] (9) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 3 of 54

The maps on slide 3 are based on the positions at epoch J1991.25 for about 115 sources in the Hipparcos catalogue (van Leeuwen 27) cross-matched with Gaia DR2. At epoch J1991.25 the Hipparcos reference frame was aligned with ICRS to ±.6 mas per axis. The alignment error of the Gaia DR2 frame for the bright sources at epoch J215.5 should be negligible in comparison. The proper motions calculated from the position differences divided by 24.25 yr therefore have a global rotation uncertainty of ±.25 mas yr 1. The patterns in slide 3 are highly significant and must be caused by systematics in Gaia DR2 affecting the proper motions of bright sources. (Note that Hipparcos proper motions were not used in this comparison; they have their own systematics, including a rotation, not discussed here.) Almost all Hipparcos sources have G < 13 mag and 99.8% have G < 12. It is therefore difficult to determine whether the systematics in Gaia DR2 are caused by the use of gated observations (G 12) or two-dimensional windows (G 13). Figure 4 in L18 shows a gradual change between G 11 and 13, suggesting an effect of the gates. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 31 of 54

The inertial spin of the Gaia DR2 proper motion system, as estimated from the sample of Hipparcos stars, is ω X.86 ±.25 ω Y =.114 ±.25 mas yr 1 (1) ω Z.37 ±.25 The spin can be removed by means of the formulae µ α = µ DR2 α µ δ = µ DR2 δ + ω X sin δ cos α + ω Y sin δ sin α ω Z cos δ ω X sin α + ω Y cos α } (11) Important: This correction applies only to bright sources. At faint magnitudes there is no net rotation, as shown by the quasars (slide 29). As discussed above, the correction probably applies in full for G 11 and gradually less for G = 11 to 13. For G = 13 to 16 there are very few comparison data but probably no correction is needed in that interval. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 32 of 54

Proper motions: Large scale systematics Residual systematics in the proper motions of bright (G 12) sources after removal of the global rotation R.A. :2 Dec. :2 :15 :1 :5 :5 :1 :15 Proper motion in R:A: [mas yr 1 ] Gaussian beam Equatorial projection :2 Gaussian beam :5 Equatorial projection :2 1: :9 :8 :7 :6 :4 :3 Parallax [mas] :15 :1 :5 :5 :1 :15 Proper motion in Dec: [mas yr 1 ] Smoothed values [mas yr 1 ]: R.A. Dec. Mean ±..7 RMS.24.27 :2 :1 Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 33 of 54

Comparing QSOs and bright sources R.A. Dec. :2 :2 :15 :1 :5 :5 :1 :15 Proper motion in R:A: [mas yr 1 ] Gaussian beam Equatorial projection :2 Gaussian beam :5 Equatorial projection :2 1: :9 :8 :7 :6 Gaussian beam :5 Equatorial projection :2 Gaussian beam :5 Equatorial projection :2 :4 :3 Parallax [mas] :2 :15 :1 :5 :5 :1 :15 Proper motion in R:A: [mas yr 1 ] 1: :9 :8 :7 :6 :4 :3 :2 :1 Parallax [mas] :15 :1 :5 :5 :1 :15 Proper motion in Dec: [mas yr 1 ] QSOs (slide 29) :2 :2 :1 :1 There is little or no resemblance in pattern between the faint quasars and 1: :9 :8 :7 :6 :4 :3 Parallax [mas] :2 :15 :1 :5 :5 :1 :15 Proper motion in Dec: [mas yr 1 ] Bright sources (slide 33) bright stars. The scale lengths are similar but the RMS amplitude is a factor.7 less for the bright stars. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 34 of 54

External uncertainty in position and p.m. The model on slide 16 agrees well with Hipparcos and quasar data at the bright and faint ends, but may be too pessimistic for G = 13 to 15. A higher ratio σ ext /σ i applies in crowded areas (A18). To apply the model also to positions and proper motions, one could assume that σ s scales as the general uncertainties (e.g. Table B1 in L18): G < 13 G > 13 Position σ s =.16 σ s =.33 mas Parallax σ s =.21 σ s =.43 mas Proper motion σ s =.32 σ s =.66 mas yr 1 σ s =.43 mas in parallax for G > 13 is consistent with the spatial covariance of quasars V ϖ () 185 µas 2 (L18). σ s =.66 mas in proper motion for G > 13 is consistent with the spatial covariance of quasars V µ () 44 µas 2 yr 2 (L18). Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 35 of 54

Spatial covariance of proper motion errors 2 6 Covariance of proper motion error [¹as 2 yr 2 ] 15 1 5 5 Covariance of proper motion error [¹as 2 yr 2 ] 5 4 3 2 1 V µ (θ) for QSOs (L18, Fig. 15) 1 2 4 6 8 1 12 14 16 18 2 Angle [deg] 1 1 2 3 4 5 6 7 6 Angle [deg] Covariance of proper motion di erence [¹as 2 yr 2 ] 15 1 5 5 Covariance of proper motion di erence [¹as 2 yr 2 ] 5 4 3 2 1 V µ (θ) for bright sources 1 2 4 6 8 1 12 14 16 18 Angle [deg] 1 1 2 3 4 5 6 7 Angle [deg] V µ (θ) calculated from the proper motion differences in Eq. (9) after removing the rotation confirms the similarity in scale lengths, but suggests a higher value σ s 55 µas yr 1 for the bright sources. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 36 of 54

Quality indicators for the astrometry precision reliability consistency Precision: parallax_error, pmra_error, pmdec_error, etc. OK Reliability: visibility_perods_used ( 6 for full solutions) OK Consistency (goodness of fit to the 5-parameter model): astrometric_n_bad_obs_al astrometric_gof_al astrometric_chi2_al not recommended astrometric_excess_noise astrometric_excess_noise_sig Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 37 of 54

Renormalised Unit Weight Error Recommended GoF indicator for Gaia DR2 astrometry Not given directly in the Gaia Archive Can be computed from the quantities: χ 2 = astrometric_chi2_al N = astrometric_n_good_obs_al G = phot_g_mean_mag C = bp_rp (if available) Unit weight error UWE = χ 2 /(N 5) Renormalised unit weight error RUWE = UWE/u (G, C) u (G, C) is an empirical normalisation factor, provided as a lookup table on the ESA Gaia DR2 Known issues page Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 38 of 54

Normalisation factor u (G, C) This is essentially the typical UWE for a given magnitude and colour Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 39 of 54

Normalisation factor u (G, C) The function u (G, C) was determined by sampling Gaia DR2 in bins of magnitude and colour, estimating the typical UWE (taken as the 41st percentile of the UWE) per bin, and fitting a semi-analytical function. A separate function u (G) should be used for sources without a known colour. Details are found in the technical note GAIA-C3-TN-LU-LL-124. Tables of u (G, C) and u (G) are found on the ESA Gaia DR2 Known issues page. Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 4 of 54

Illustrating the use of RUWE 4 HRD for sources nominally within 1 pc 2 Absolute magnitude G + 5log 1 ($=1 mas) 2 4 6 8 1 12 14 16 18 2 22 1 1 2 3 4 5 6 Colour index G BP G RP [mag] Selection: ϖ > 1 mas ϖ/σ ϖ > 1 SNR > 1 in BP and RP No filter on GoF (338 833 sources) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 41 of 54

Statistics for the ϖ > 1 mas sources 7 Density 6 5 4 3 2 1 renormalised (RUWE) unit weight error (UWE) Filters for the 7% best sources: UWE < 1.96 or RUWE < 1.4 :5 1 2 5 1 2 5 1 Goodness of t Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 42 of 54

HRD filtered by UWE and RUWE 4 UWE < 1.96 RUWE < 1.4 4 2 2 very bright Absolute magnitude G + 5log 1 ($=1 mas) 2 4 6 8 1 12 14 16 18 2 Absolute magnitude G + 5log 1 ($=1 mas) 2 4 6 8 1 12 14 16 18 2 very blue very red 22 1 1 2 3 4 5 6 Colour index GBP GRP [mag] 22 1 1 2 3 4 5 6 Colour index GBP GRP [mag] Limits chosen to retain the same number of sources Filtering by RUWE gives a cleaner HRD Blue dots are sources missing in the left diagram Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 43 of 54

HRD filtered by UWE Absolute magnitude G + 5log 1 ($=1 mas) 4 2 2 4 6 8 1 12 14 16 18 2 22 1 1 2 3 4 5 6 Colour index G BP G RP [mag] Selection A from L18 filtered by UWE < 1.96 (236 339 sources) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 44 of 54

HRD filtered by RUWE Absolute magnitude G + 5log 1 ($=1 mas) 4 2 2 4 6 8 1 12 14 16 18 2 22 1 1 2 3 4 5 6 Colour index G BP G RP [mag] Selection A from L18 filtered by RUWE < 1.4 (236 684 sources) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 45 of 54

Difference between UWE and RUWE Absolute magnitude G + 5log 1 ($=1 mas) 4 2 2 4 6 8 1 12 14 16 18 2 22 1 1 2 3 4 5 6 Colour index G BP G RP [mag] Red: Sources removed by RUWE < 1.4 but kept with UWE < 1.96 (14 982 sources) Blue: Sources removed by UWE < 1.96 but kept with RUWE < 1.4 (15 327 sources) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 46 of 54

Spurious parallaxes Gaia DR2 contains some parallaxes that are horrendously wrong Source ID G parallax RUWE 46296429952585952 19.63 1851.88 ± 1.29 1.44 4652242424492928 19.88 1847.43 ± 1.87 1.1 451942623265668864 19.35 1686.27 ± 1.47 1.63 44897899278438992 19.78 1634.28 ± 1.97 1.5.... 4893316933891632 2.35 1621.17 ± 1.83.92 4596979255481344 2.76 176.7 ± 1.99 1.17 452499285375616384 2. 1787. ± 1.45 1.24 49728411324689792 2. 1856.58 ± 2.72 1.72 The really big errors (> 1 ) are probably cross-matching errors causing spurious parallax solutions these are typically faint sources Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 47 of 54

Anomalous parallaxes 2e4 Tail of negative parallaxes 4 HRD for ϖ > 1 mas 1e4 2 5 Count per mas 2 1 5 2 1 5 2 1 5 2 1 2 18 16 14 12 1 8 6 4 2 Parallax [mas] Absolute magnitude G + 5log 1($=1 mas) 2 4 6 8 1 12 14 16 18 2 22 1 1 2 3 4 5 6 Colour index GBP GRP [mag] In the HRD most sources between blue lines have parallax errors >1 mas Sources with anomalous parallaxes (wrong by ±1 to ±1 mas) are usually partially resolved doubles (ρ.2 1, G < 2 mag) need dedicated processing (future releases) Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 48 of 54

Spurious parallaxes Distribution of sources with parallax error ϖ ϖ true 1 mas and G < 18.5 mag Negative error Positive error Positive and negative errors are produced by the same mechanism DR2 parallax solution is more sensitive to duplicity in certain areas Good astrometry for these sources requires dedicated algorithms Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 49 of 54

Conclusions and outlook This talk focused on peculiarities and deficiencies in Gaia DR2 Knowing about them will help users make optimum use of the data Conversely, feedback from users will help us to understand the data Future releases will benefit from the accumulated insight This should not obscure the tremendous advances made: Gaia DR2 = A giant leap for astronomy! Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 5 of 54

Formal uncertainty in parallax Parallax uncertainty [mas] 2 1 5 2 1 :5 :2 :1 :5 :2 :1 :5 :2 Hipparcos (1 5 ) Gaia DR2 (1 9 ) Gaia DR1 (1 6 ) Gaia 5 yr (1 9 ) Gaia 1 yr (1 9 ) 2 2 4 6 8 1 12 14 16 18 2 22 Magnitude Lindegren et al., 218 Aug 27 Gaia DR2 astrometry, slide 51 of 54

Formal uncertainty in proper motion Proper motion uncertainty [mas yr 1 ] 2 1 5 2 1 :5 :2 :1 :5 :2 :1 :5 :2 Hipparcos (1 5 ) Gaia DR2 (1 9 ) Gaia DR1 (1 6 ) Gaia 5 yr (1 9 ) Gaia 1 yr (1 9 ) :1 2 2 4 6 8 1 12 14 16 18 2 22 Magnitude Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 52 of 54

Acknowledgements This work has made use of data from the European Space Agency (ESA) mission Gaia (https://www.cosmos.esa.int/gaia), processed by the Gaia Data Processing and Analysis Consortium (DPAC, https://www.cosmos.esa.int/web/gaia/dpac/consortium). Funding for the DPAC has been provided by national institutions, in particular the institutions participating in the Gaia Multilateral Agreement. All diagrams were produced using TOPCAT (Taylor 25). Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 53 of 54

References References used in addition to the Gaia publications on slide 2: Riess, A.G., Casertano, S., Yuan, W., et al. (218) ApJ 861, 126 (link) Stassun, K.G. & Torres, G. (218) ApJ 862, 61 (link) Taylor, M.B. (25) ASPC 347, 29 (link) Zinn, J.C., Pinsonneault, M.H., Huber, D., & Stello, D. (218) arxiv e-print 185.265 (link) Lindegren et al., 218 Aug 27 Extra material Gaia DR2 astrometry, slide 54 of 54