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Horizontal branch

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The horizontal branch (HB) is a specific stage in stellar evolution. It occurs immediately after a star passes through the red-giant branch stage. This phase is most common in stars with masses similar to our Sun. It is a critical period because the star changes its fundamental energy source.

Evolutionary track 1m
Evolutionary track 1m

During this time, the star achieves a new state of balance. Understanding this stage helps astronomers map how stars age and change over billions of years.

To understand the mechanism, we must look at the star's internal layers. In the core, the star begins fusing helium into carbon. This specific process is called the triple-alpha process. At the same time, a shell of hydrogen surrounding the core undergoes fusion. This hydrogen fusion happens via the CNO cycle.

M5 colour magnitude diagram
M5 colour magnitude diagram

The onset of helium fusion causes the star's structure to shift significantly. The star's luminosity, or total brightness, actually decreases compared to the red-giant stage. Meanwhile, the stellar envelope contracts, and the surface temperature rises.

There are different ways a star reaches this stage depending on its mass. For stars up to 2.3 times the mass of the Sun, the helium core becomes degenerate matter. Degenerate matter is a dense state that does not generate its own energy. As hydrogen fusion adds more helium to the core, the temperature rises. Eventually, the core reaches a point where helium fusion ignites. This causes a rapid increase in fusion rates known as a helium flash.

Evolutionary track 1m
Evolutionary track 1m

In this event, the core becomes non-degenerate and expands quickly. However, the energy from this flash is absorbed by the plasma layers above. This means the flash is not visible from the outside of the star.

Other stars follow different paths to the horizontal branch. Stars with masses between 0.5 and 2.3 solar masses undergo the helium flash described above. However, stars with slightly different masses might reach the Schönberg–Chandrasekhar mass. At this mass, the core is no longer in thermal or hydrostatic equilibrium. These stars contract and heat up to trigger helium fusion without a flash. Even more massive stars, those above 2.3 solar masses, ignite their helium smoothly. These massive stars eventually become red supergiants instead of following the standard HB path.

Astronomers discovered horizontal branch stars through deep photographic photometric studies of globular clusters. They noticed these stars were absent from all open clusters studied at that time. The name "horizontal branch" comes from the Hertzsprung–Russell (H-R) diagram. On this chart, these stars lie along a roughly horizontal line.

M3 color magnitude diagram
M3 color magnitude diagram

This is because stars in a single globular cluster are all at nearly the same distance from Earth. This allows their absolute magnitudes to be clearly visible without the interference of distance uncertainties.

Horizontal branch stars stay in this stage for about 100 million years. Their appearance on the H-R diagram depends on the mass of the hydrogen envelope remaining around the core. Stars with larger envelopes are cooler, while those with smaller envelopes are hotter. This creates a spread of temperatures along the branch. Some stars are so hot they form a "blue tail" or a "blue hook" on the diagram. The hottest, called extreme horizontal branch stars, reach temperatures of 20,000 to 30,000 K.

M5 colour magnitude diagram
M5 colour magnitude diagram

These extreme stars may be caused by binary interactions or "late thermal pulses."

One notable feature is the RR Lyrae gap found in many globular cluster diagrams. This gap occurs at the instability strip, where pulsating RR Lyrae variable stars are located. These stars change in brightness with periods of up to 1.2 days.

M3 color magnitude diagram
M3 color magnitude diagram

Because these stars vary so much, they are often omitted from standard color-magnitude diagrams. This omission creates the appearance of a gap where stars are actually present. The different shapes of these branches in various clusters is known as the "Second Parameter Problem." Scientists believe factors like age, rotation, or helium content might cause these differences.

The horizontal branch is also related to a different group called the red clump. Clump giants are the younger, more massive, and metal-rich counterparts to HB stars. While both groups fuse helium into carbon in their cores, their outer layers differ. These differences in structure result in different radii and temperatures. Consequently, they appear in different parts of the H-R diagram despite having the same energy source.

M5 colour magnitude diagram
M5 colour magnitude diagram

Studying these connections helps scientists understand the complex life cycles of all stars.

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M3 color magnitude diagram.jpg
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