Peremennye Zvezdy (Variable Stars) 45, No. 2, 2025 Received 3 January; accepted 17 January. |
Article in PDF |
DOI: 10.24412/2221-0474-2025-45-7-31
|
Sternberg Astronomical Institute, Moscow State University, Universitetskij pr. 13, Moscow 119992, Russia; leonid.berdnikov@gmail.com
We derive RR Lyrae period-metallicity-mid-infrared
luminosity relations in the WISE ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
RR Lyrae variables are old low-mass pulsating core-helium-burning
stars occupying the instability strip. Most of them are
fundamental-mode pulsators (RRab), a smaller fraction pulsates in
the first overtone (RRc), and very few of them pulsate in both
modes simultaneously (RRd). RR Lyraes serve as valuable distance
indicators and kinematical tracers because they obey a rather
tight photometric-band-dependent period-metallicity-luminosity
relations of the form:
There have been many empirical determinations of the parameters of
RR Lyrae period-metallicity-luminosity relations in the
near-infrared bands () using both the Baade-Wesselink
method (for relatively bright field stars) and globular-cluster
variables (Fernley et al. 1987; Liu & Janes 1990; Jones et al.
1992; Frolov & Samus 1999; Sollima et al. 2006; Prudil et al.
2024). The problem with the practical application of the near-IR
period-metallicity-luminosity relations for actual population
studies is that the three largest-area near-infrared surveys -
DENIS (Epchtein et al. 1999), 2MASS (Skrutsie et al. 2006), and
VISTA Hemisphere Survey, or VHS (McMahon et al. 2013)
- provide only single-epoch data for this wavelength range. The
multi-epoch near-infrared survey with the most extensive sky
coverage is VVV (Minniti et al. 2024), but it focusses on the
Galactic bulge and a part of the southern Milky-Way disk and thus
covers only 500-plus square degrees.
The situation has improved substantially in the mid-infrared range
with the advent of the Spitzer (Fazio et al. 2004) and WISE
(Wright et al. 2010) photometric surveys where the latter provides
all-sky multi-epoch coverage and therefore should be best suited
for extensive RR-Lyrae-based Galactic structure and kinematics
studies. However, WISE has two important limitations. First, the
angular resolution, which is equal to 6
1 and 6
4 in the
WISE
and
bands, respectively (Wright et al. 2010), and
restricts the use of the survey data in crowded fields such as
those of most of globular clusters. Second, the limited
photometric sensitivity, which at the 5
level is
equivalent to 16.6 and 15.6 Vega magnitudes for the
and
bands, respectively, with the light curves becoming quite noisy
and scattered already appreciably above these limits: this factor
prevents bona fide study of RR Lyrae stars in all but few of
relatively nearby globular clusters. Such a study was carried out
by Dambis et al. (2014), who calibrated the
period-luminosity-metallicity relations in the WISE
and
bands based on WISE light curves for 360 and 275 RR Lyraes in
15 and 9 Galactic globular clusters, respectively. Spitzer survey
performs better in both aspects, but it has limited sky coverage
and its data have so far been used to study the period-luminosity
relation in only two globular clusters: Reticulum, which is
located close to the LMC (Muraveva et al. 2018), and the nearby
cluster M4 (Neeley et al. 2015). Mullen et al. (2023) performed
the most comprehensive calibration of RR Lyrae
period-luminosity-metallicity and period-Wesenheit-metallicity
relations based on WISE photometry and Gaia EDR3 parallaxes (Gaia
Collaboration, 2021) of about 1000 mostly relatively bright field
RR Lyraes, thus circumventing the two WISE survey limitations
mentioned above. However, because their study relies of field-star
parallaxes, the accuracy of the inferred period slope estimates is
not as good as those obtained by Dambis et al. (2014) using WISE
data for RR Lyraes in nearby globular clusters despite the rather
large scatter of the period-magnitude relations in individual
clusters due to crowding. Here we propose another way to
circumvent the above two WISE-survey limitations using
intensity-mean WISE
and
magnitude estimates computed by
transforming the intensity-mean Gaia
and
magnitudes. This solution takes advantage of better resolution and
deeper limiting magnitude of the Gaia survey compared to WISE and
therefore makes it possible to study more distant globular
clusters and RR Lyraes in more crowded cluster fields (e.g., stars
located closer to cluster centers).
Formula (1) is linear in and [Fe/H], and hence all
sorts of intensity-mean absolute-magnitude differences, which are
distant independent and equal to the corresponding intensity-mean
color indices (like, e.g.,
, (
, etc.), and linear combinations thereof also obey
similar linear relations of the same form. As a consequence, the
same is true for extinction-free
indices constructed from
observed colors (with coefficients chosen so as to cancel out
extinction). With the Cardelli et al. (1989) and O'Donnell (1994)
extinction law and assuming
=3.1, the extinction ratios are
equal to:
and
and
and
and
and
and
and
To estimate the period slope or
for a
particular cluster, we use the procedure employed by Dambis et al.
(2014) and just slightly modify the final step. The revised
procedure goes as follows. Given that stars in a cluster are
located practically at the same distance and (generally) have the
same metallicity and the same amount of interstellar extinction
(in any case, the latter is at least 17 times smaller in all WISE
passbands compared to the
band and therefore its variations
can therefore be ignored), equation (1) becomes:
Here, like in Dambis et al. (2014), we plot the scaled computed
intensity-mean and
magnitudes (
and
) for our calibrating clusters as a function of
fundamentalized periods (Figs. (3-6). As it is evident from
Table 1 and Figs. (3-6), the period-magnitude relation slopes
are quite consistent among the clusters studied. Moreover, one can
see from Figs. (7) and (8) that the slopes show only a marginal
trend with metallicity: the corresponding linear weighted fits
are:
The trends differ from zero by 1.4 , and, interestingly,
they are in the sense opposite to that found by Dambis et
al. (2014). We hereafter compute the combined solutions assuming
the same slope for all clusters and using weights based on the
scatter of individual-cluster PL solutions listed in Table 1.
These combined solutions yield the slopes of
and
for the
- and
-band relations,
respectively. Figs. (9) and (10) show the combined
versus
and
versus
plots for RR Lyraes passing the above filters in the 24
globular clusters of the final list. We list the
and
parameters obtained from these combined solutions in the
last two columns of Table 1.
To estimate the two remaining parameters of the
period-metallicity-luminosity relation (1), and
, we cross-match our initial calibration sample of 5717
RR Lyraes having spectroscopic metallicity estimates with the Gaia
DR3-based catalog of RR Lyrae-type variables by Clementini et al.
(2023) and leave only stars for which the latter catalog provides
both
- and
-band intensity-mean magnitudes. We use
formulas (14)-(17) and (23)-(25) to compute the dereddened
-
and
-band intensity-mean magnitudes of the stars considered.
We make further astrometric and photometric quality cuts leaving
only stars with RUWE
, astrometric_excess_noise
, corrected
and
flux excess factor
. A
total of 4658 stars pass these cuts.
Like Mullen et al. (2024), we determine and
by
fitting period-metallicity-luminosity relation using the
Astrometric Based Luminosity (ABL)
:
The standard unit-weight error is equal to 1.20 in both cases, indicating that the quoted Gaia DR3 parallax errors appear to be slightly underestimated.
However, in our case there are also significant errors in
independent variables [Fe/H], and simple regression fits produce
biased results. To estimate and correct the biases introduced, we
generate two sets of 400 simulated 4658-star samples with the
parallax
of each star computed using
formulas (27) and (28) based on observed
, [Fe/H], and
or
values and with
,
,
, and
parameters inferred above, adding
simulated random noise normally distributed with zero mean and
errors computed based on quoted Gaia DR3 parallax errors and
0
05 scatter in
or
magnitudes and then multiplied
by 1.2. The simulated metrallicities [Fe/H] are equal to the
observed ones plus random noise normally distributed with zero
mean and quoted metallicity errors. We found the bias
and
in the sense the estimated minus true
value to be
We use relations (31) and (32) combined with the
intrinsic-color calibration (23) and
extinction ratios (2) to compute the true distance moduli
(
(W1) and
(W2)), the corresponding photometric
parallaxes (
and
), and distances
(
and
) for the 24 globular clusters of our final
list, and compare them to the globular-cluster trigonometric
parallaxes determined via Gaia EDR3 parallaxes and kinematic
distances found from Gaia EDR3 or Hubble Space Telescope
proper-motion dispersion profiles combined with radial-velocity
dispersion profiles (Baumgardt & Vasiliev 2021). We summarize all
these data in Table 2. Given that the errors of our
globular-cluster photometric parallaxes and photometric distances
are mush smaller than those of the cluster trigonometric
parallaxes and kinematic distances reported by Baumgardt &
Vasiliev (2021), we treat the former in the following weighted
regression fits as independent variables with no errors and the
latter as dependent variables with the corresponding quoted
errors:
Note that an analysis involving eventual bias in globular-cluster
trigononetric parallax estimates reported by Baumgardt & Vasiliev
(2021) yields:
We finally test our approach by applying to it to faint Gaia
RR Lyrae variables. To this end, we cross-match the catalog of
Clementini et al. (2023) with the list of Cusano et al. (2021)
containing about 22000 RR Lyraes in the Large Magellanic Cloud
having near-infrared photometry light curves from VISTA survey of
the Magellanic Clouds system (VMC) and optical data from the
Optical Gravitational Lensing Experiment (OGLE) IV survey and the
Gaia Data Release 2 catalogue, which the authors consider to be
LMC members. We leave only stars with corrected and
flux excess factor
with our final list containing a
total of 11901 stars for which we compute the WISE
- and
-band intensity-mean magnitudes
and
via
formulas (14)-(17) above adopting me same [Fe/H]
equal to
the median value for LMC fundamental-mode RR Lyraes (Skowron et
al. 2016). We do not use individual-star metallicity estimates
from Cusano et al. (2021) because they are unavailable for a large
fraction of the list and those available have errors comparable to
or greater than the scatter of the values themselves. We then
deredden
and
by substracting
=0.487
and
=0.294
extinction values, respectively, where
-band extinction estimates
are adopted from Cusano et al.
(2021) and the extinction ratios are computed based on the
Cardelli et al. (1989) and O'Donnell (1994) extinction law and
assuming
=3.1. The 3-
clipped regression fits of the
period-magnitude relations
and
are:
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Fig. 1.
The rms scatter of
the W1 (blue fots) and W2 (red dots) data points about the light
curve as a function of |
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Fig. 2.
The |
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Fig. 3.
The
PL-(transformed |
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Fig. 5.
The
PL-(transformed |
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Fig. 7.
The period slope
|
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Fig. 8.
The period slope
|
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Fig. 9.
The combined
period- |
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Fig. 10.
The combined
period- |
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.
This publication makes use of data products from the Wide-field Infrared Survey Explorer, which is a joint project of the University of California, Los Angeles, and the Jet Propulsion Laboratory/California Institute of Technology, funded by the National Aeronautics and Space Administration.
This publication also makes use of data products from NEOWISE, which is a project of the Jet Propulsion Laboratory/California Institute of Technology, funded by the Planetary Science Division of the National Aeronautics and Space Administration.
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Table 1. Parameters of the
=
+ 0.25) +
and
=
+ 0.25) +
fits for globular clusters
with at least eight RR Lyraes outlining linear relation
Cluster | Alt. | ![]() |
[Fe/H] | ![]() |
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name | name | (![]() |
(![]() |
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-2.418) | -2.449) | |||||||||||
NGC 7089 | M 2 | 0.06 | -1.65 | 10 | 14.804 | -2.431 | 0.048 | 14.824 | -2.468 | 0.040 | 14.804 | 14.824 |
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NGC 5272 | M 3 | 0.01 | -1.50 | 93 | 14.485 | -2.386 | 0.037 | 14.506 | -2.422 | 0.038 | 14.484 | 14.505 |
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NGC 6121 | M 4 | 0.35 | -1.16 | 43 | 10.959 | -2.412 | 0.029 | 10.953 | -2.443 | 0.029 | 10.959 | 10.952 |
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NGC 5904 | M 5 | 0.03 | -1.29 | 44 | 13.822 | -2.321 | 0.054 | 13.843 | -2.344 | 0.056 | 13.817 | 13.838 |
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NGC 6402 | M 14 | 0.60 | -1.28 | 22 | 14.343 | -2.502 | 0.041 | 14.325 | -2.521 | 0.043 | 14.349 | 14.331 |
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NGC 7078 | M 15 | 0.10 | -2.37 | 34 | 14.469 | -2.601 | 0.040 | 14.483 | -2.668 | 0.041 | 14.473 | 14.488 |
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NGC 6656 | M 22 | 0.34 | -1.70 | 11 | 12.095 | -2.313 | 0.037 | 12.093 | -2.342 | 0.040 | 12.088 | 12.087 |
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NGC 5024 | M 53 | 0.02 | -2.10 | 30 | 15.766 | -2.604 | 0.039 | 15.787 | -2.665 | 0.041 | 15.768 | 15.789 |
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NGC 6266 | M 62 | 0.47 | -1.18 | 46 | 13.496 | -2.439 | 0.060 | 13.484 | -2.446 | 0.062 | 13.493 | 13.479 |
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NGC 4590 | M 68 | 0.05 | -2.23 | 26 | 14.414 | -2.330 | 0.035 | 14.431 | -2.388 | 0.036 | 14.412 | 14.430 |
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NGC 6981 | M 72 | 0.05 | -1.42 | 15 | 15.601 | -2.267 | 0.031 | 15.621 | -2.286 | 0.033 | 15.601 | 15.620 |
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NGC 6171 | M 107 | 0.33 | -1.02 | 12 | 13.258 | -2.305 | 0.017 | 13.253 | -2.320 | 0.018 | 13.250 | 13.244 |
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NGC 1851 | 0.02 | -1.18 | 10 | 14.855 | -2.325 | 0.050 | 14.876 | -2.343 | 0.052 | 14.848 | 14.867 | |
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NGC 3201 | 0.24 | -1.59 | 67 | 12.834 | -2.405 | 0.028 | 12.838 | -2.451 | 0.030 | 12.834 | 12.837 | |
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NGC 4833 | 0.32 | -1.85 | 9 | 13.492 | -2.127 | 0.053 | 13.492 | -2.149 | 0.054 | 13.500 | 13.500 | |
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NGC 5053 | 0.01 | -2.27 | 9 | 15.567 | -2.476 | 0.040 | 15.588 | -2.532 | 0.041 | 15.566 | 15.587 | |
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NGC 5466 | 0.00 | -1.98 | 19 | 15.391 | -2.339 | 0.054 | 15.412 | -2.382 | 0.055 | 15.392 | 15.413 | |
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NGC 5824 | 0.13 | -1.91 | 24 | 16.991 | -2.200 | 0.101 | 17.004 | -2.241 | 0.104 | 16.984 | 16.997 | |
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NGC 6101 | 0.05 | -1.98 | 13 | 15.162 | -2.396 | 0.042 | 15.177 | -2.447 | 0.043 | 15.161 | 15.177 | |
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NGC 6584 | 0.10 | -1.50 | 25 | 15.089 | -2.617 | 0.081 | 15.104 | -2.651 | 0.082 | 15.097 | 15.112 | |
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NGC 6638 | 0.41 | -0.95 | 9 | 14.385 | -2.983 | 0.092 | 14.377 | -3.011 | 0.093 | 14.450 | 14.442 | |
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NGC 6934 | 0.10 | -1.47 | 17 | 15.426 | -2.782 | 0.050 | 15.431 | -2.805 | 0.069 | 15.425 | 15.431 | |
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IC 4499 | 0.23 | -1.53 | 72 | 15.888 | -2.500 | 0.057 | 15.894 | -2.537 | 0.058 | 15.889 | 15.895 | |
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NGC 5139 | ![]() |
0.12 | -1.68![]() |
33 | 13.140 | -2.371 | 0.061 | 13.158 | -2.416 | 0.062 | 13.140 | 13.153 |
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Because of the metallicity spread
among RR Lyrae stars in this cluster (Sollima et al.
2006 and reference therein), we left only the metal-poor stars
(
corresponding to
).
Table 2. Comparison of our RR Lyrae-based photometric distance estimates to 24 globular clusters with Gaia DR3-based trogonometric parallax estimates and Gaia DR3- and HST-based kinematical distance estimates from Vasiliev & Baumgardt (2021)
Cluster | Alt. | ![]() |
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name | name | (W1) | kpc | mas | (W2) | kpc | ![]() |
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kpc | kpc |
NGC 7089 | M 2 | 15.288 | 11.416 | 87.64 | 15.290 | 11.429 | 87.50 | 82 | 11.940 | |
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NGC 5272 | M 3 | 14.951 | 9.778 | 102.27 | 14.951 | 9.778 | 102.27 | 110 | 10.116 | |
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NGC 6121 | M 4 | 11.310 | 1.828 | 547.04 | 11.304 | 1.823 | 548.57 | 556 | 1.878 | |
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NGC 5904 | M 5 | 14.246 | 7.067 | 141.50 | 14.246 | 7.065 | 141.53 | 141 | 7.467 | 7.456 |
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NGC 6402 | M 14 | 14.676 | 8.616 | 116.06 | 14.677 | 8.617 | 116.06 | 129 | ||
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NGC 7078 | M 15 | 15.069 | 10.322 | 96.88 | 15.072 | 10.337 | 96.73 | 97 | 10.375 | |
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NGC 6656 | M 22 | 12.531 | 3.207 | 311.78 | 12.532 | 3.209 | 311.65 | 306 | 3.181 | 3.161 |
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NGC 5024 | M 53 | 16.333 | 18.475 | 54.13 | 16.336 | 18.504 | 54.04 | 67 | 17.313 | |
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NGC 6266 | M 62 | 13.826 | 5.824 | 171.70 | 13.822 | 5.812 | 172.04 | 185 | 6.395 | 6.502 |
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NGC 4590 | M 68 | 14.994 | 9.970 | 100.30 | 14.995 | 9.979 | 100.02 | 113 | ||
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NGC 6981 | M 72 | 16.048 | 16.203 | 61.72 | 16.048 | 16.207 | 61.70 | 84 | ||
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NGC 6171 | M 107 | 13.581 | 5.203 | 192.20 | 13.574 | 5.187 | 192.79 | 194 | 6.017 | |
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NGC 1851 | 15.260 | 11.273 | 88.70 | 15.258 | 11.260 | 88.81 | 88 | |||
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NGC 3201 | 13.276 | 4.520 | 221.24 | 13.274 | 4.517 | 221.37 | 222 | 4.745 | ||
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NGC 4833 | 13.971 | 6.226 | 160.62 | 13.972 | 6.230 | 160.52 | 164 | 5.822 | ||
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NGC 5053 | 16.161 | 17.071 | 58.58 | 16.163 | 17.088 | 58.52 | 50 | |||
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NGC 5466 | 15.941 | 15.427 | 64.82 | 15.942 | 15.430 | 64.81 | 57 | |||
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NGC 5824 | 17.499 | 31.604 | 31.64 | 17.500 | 31.629 | 31.62 | 57 | |||
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NGC 6101 | 15.702 | 13.814 | 72.39 | 15.700 | 13.805 | 72.44 | 84 | |||
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NGC 6584 | 15.548 | 12.872 | 77.68 | 15.548 | 12.872 | 77.69 | 77 | |||
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NGC 6638 | 14.756 | 8.936 | 111.90 | 14.752 | 8.920 | 112.10 | 115 | |||
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NGC 6934 | 15.872 | 14.944 | 66.92 | 15.862 | 14.872 | 67.24 | 78 | 16.718 | ||
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IC 4499 | 16.323 | 18.388 | 54.38 | 16.322 | 18.387 | 54.39 | 54 | |||
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NGC 5139 | ![]() |
13.617 | 5.291 | 188.99 | 13.618 | 5.293 | 188.93 | 193 | 5.359 | 5.264 |
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