IBEX—Interstellar Boundary Explorer

The Interstellar Boundary Explorer (IBEX) is a small explorer mission that launched on 19 October 2008 with the sole, focused science objective to discover the global interaction between the solar wind and the interstellar medium. IBEX is designed to achieve this objective by answering four fundamental science questions: (1) What is the global strength and structure of the termination shock, (2) How are energetic protons accelerated at the termination shock, (3) What are the global properties of the solar wind flow beyond the termination shock and in the heliotail, and (4) How does the interstellar flow interact with the heliosphere beyond the heliopause? The answers to these questions rely on energy-resolved images of energetic neutral atoms (ENAs), which originate beyond the termination shock, in the inner heliosheath. To make these exploratory ENA observations IBEX carries two ultra-high sensitivity ENA cameras on a simple spinning spacecraft. IBEX’s very high apogee Earth orbit was achieved using a new and significantly enhanced method for launching small satellites; this orbit allows viewing of the outer heliosphere from beyond the Earth’s relatively bright magnetospheric ENA emissions. The combination of full-sky imaging and energy spectral measurements of ENAs over the range from ～10 eV to 6 keV provides the critical information to allow us to achieve our science objective and understand this global interaction for the first time. The IBEX mission was developed to provide the first global views of the Sun’s interstellar boundaries, unveiling the physics of the heliosphere’s interstellar interaction, providing a deeper understanding of the heliosphere and thereby astrospheres throughout the galaxy, and creating the opportunity to make even greater unanticipated discoveries.     

Composition of Interstellar Neutrals and the Origin of Anomalous Cosmic Rays

Knowledge of the elemental composition of the interstellar gas is of fundamental importance for understanding galactic chemical evolution. In addition to spectroscopic determinations of certain element abundance ratios, measurements of the composition of interstellar pickup ions and Anomalous Cosmic Rays (ACRs) have provided the principal means to obtain this critical information. Recent advances in our understanding of particle acceleration processes in the heliosphere and measurements by the Voyagers of the energy spectra and composition of energetic particles in the heliosheath provide us with another means of determining the abundance of the neutral components of the local interstellar gas. Here we compare the composition at the termination shock of six elements obtained from measurements of (a) pickup ions at ～5 AU, (b) ACRs in the heliosphere at ～70 AU, and (c) energetic particles as well as (d) ACRs in the heliosheath at ～100 AU. We find consistency among these four sets of derived neutral abundances. The average interstellar neutral densities at the termination shock for H, N, O, Ne and Ar are found to be 0.055±0.021 cm^?3, (1.44±0.45)×10^?5 cm^?3, (6.46±1.89)×10^?5 cm^?3, (8.5±3.3)×10^?6 cm^?3, and (1.08±0.49)×10^?7 cm^?3, respectively, assuming the He density is 0.0148±0.002 cm^?3.     

The Dynamic Heliosphere: Outstanding Issues

Properties of the heliospheric interface, a complex product of an interaction between charged and neutral particles and magnetic fields in the heliosphere and surrounding Circumheliospheric Medium, are far from being fully understood. Recent Voyager spacecraft encounters with the termination shock and their observations in the heliosheath revealed multiple energetic particle populations and noticeable spatial asymmetries not accounted for by the classic theories. Some of the challenges still facing space physicists include the origin of anomalous cosmic rays, particle acceleration downstream of the termination shock, the role of interstellar magnetic fields in producing the global asymmetry of the interface, the influence of charge exchange and interstellar neutral atoms on heliospheric plasma flows, and the signatures of solar magnetic cycle in the heliosheath. These and other outstanding issues are reviewed in this joint report of working groups 4 and 6.     

Interstellar Mapping and Acceleration Probe (IMAP): A New NASA Mission

The Interstellar Mapping and Acceleration Probe (IMAP) is a revolutionary mission that simultaneously investigates two of the most important overarching issues in Heliophysics today: the acceleration of energetic particles and interaction of the solar wind with the local interstellar medium. While seemingly disparate, these are intimately coupled because particles accelerated in the inner heliosphere play critical roles in the outer heliospheric interaction. Selected by NASA in 2018, IMAP is planned to launch in 2024. The IMAP spacecraft is a simple sun-pointed spinner in orbit about the Sun-Earth L1 point. IMAP’s ten instruments provide a complete and synergistic set of observations to simultaneously dissect the particle injection and acceleration processes at 1 AU while remotely probing the global heliospheric interaction and its response to particle populations generated by these processes. In situ at 1 AU, IMAP provides detailed observations of solar wind electrons and ions; suprathermal, pickup, and energetic ions; and the interplanetary magnetic field. For the outer heliosphere interaction, IMAP provides advanced global observations of the remote plasma and energetic ions over a broad energy range via energetic neutral atom imaging, and precise observations of interstellar neutral atoms penetrating the heliosphere. Complementary observations of interstellar dust and the ultraviolet glow of interstellar neutrals further deepen the physical understanding from IMAP. IMAP also continuously broadcasts vital real-time space weather observations. Finally, IMAP engages the broader Heliophysics community through a variety of innovative opportunities. This paper summarizes the IMAP mission at the start of Phase A development.     

The Solar Wind in the Outer Heliosphere

The solar wind evolves as it moves outward due to interactions with both itself and with the circum-heliospheric interstellar medium. The speed is, on average, constant out to 30 AU, then starts a slow decrease due to the pickup of interstellar neutrals. These neutrals reduce the solar wind speed by about 20% before the termination shock (TS). The pickup ions heat the thermal plasma so that the solar wind temperature increases outside 20–30 AU. Solar cycle effects are important; the solar wind pressure changes by a factor of 2 over a solar cycle and the structure of the solar wind is modified by interplanetary coronal mass ejections (ICMEs) near solar maximum. The first direct evidences of the TS were the observations of streaming energetic particles by both Voyagers 1 and 2 beginning about 2 years before their respective TS crossings. The second evidence was a slowdown in solar wind speed commencing 80 days before Voyager 2 crossed the TS. The TS was a weak, quasi-perpendicular shock which transferred the solar wind flow energy mainly to the pickup ions. The heliosheath has large fluctuations in the plasma and magnetic field on time scales of minutes to days.     

Diagnosing the Neutral Interstellar Gas Flow at 1 AU with IBEX-Lo

Every year in fall and spring the Interstellar Boundary Explorer (IBEX) will observe directly the interstellar gas flow at 1 AU over periods of several months. The IBEX-Lo sensor employs a powerful triple time-of-flight mass spectrometer. It can distinguish and image the O and He flow distributions in the northern fall and spring, making use of sensor viewing perpendicular to the Sun-pointing spin axis. To effectively image the narrow flow distributions IBEX-Lo has a high angular resolution quadrant in its collimator. This quadrant is employed selectively for the interstellar gas flow viewing in the spring by electrostatically shutting off the remainder of the aperture. The operational scenarios, the expected data, and the necessary modeling to extract the interstellar parameters and the conditions in the heliospheric boundary are described. The combination of two key interstellar species will facilitate a direct comparison of the pristine interstellar flow, represented by He, which has not been altered in the heliospheric boundary region, with a flow that is processed in the outer heliosheath, represented by O. The O flow distribution consists of a depleted pristine component and decelerated and heated neutrals. Extracting the latter so-called secondary component of interstellar neutrals will provide quantitative constraints for several important parameters of the heliosheath interaction in current global heliospheric models. Finding the fraction and width of the secondary component yields an independent value for the global filtration factor of species, such as O and H. Thus far filtration can only be inferred, barring observations in the local interstellar cloud proper. The direction of the secondary component will provide independent information on the interstellar magnetic field strength and orientation, which has been inferred from SOHO SWAN Ly-α backscattering observations and the two Voyager crossings of the termination shock.     

Local Interstellar Parameters as They Are Inferred from Analysis of Observations Inside the Heliosphere

This paper provides a brief summary on the current knowledge of the properties of the Circum-Heliospheric Interstellar Medium (CHISM). It discusses what can be learnt on the parameters of CHISM’s components from analysis of measurements performed inside the heliosphere. The analysis is based on the kinetic-gasdynamic models of the solar wind/interstellar medium interaction. We focus the analysis on three types of diagnostics: 1) interstellar H atom number density at the heliospheric termination shock inferred from pickup ion measurements, 2) the location and time of the Voyager 1 and 2 termination shock crossings, 3) the deflection of the interstellar H atom flow inside the heliosphere as been measured by SOHO/SWAN. From these results estimations of the unknown local interstellar parameters are deduced. The parameters are the number densities of interstellar H⁺ and H and the magnitude and direction of the interstellar magnetic field in the vicinity of the solar system.     

Confronting Observations and Modeling: The Role of the Interstellar Magnetic Field in Voyager 1 and 2 Asymmetries

Magnetic effects are ubiquitous and known to be crucial in space physics and astrophysical media. We have now the opportunity to probe these effects in the outer heliosphere with the two spacecraft Voyager 1 and 2. Voyager 1 crossed, in December 2004, the termination shock and is now in the heliosheath. On August 30, 2007 Voyager 2 crossed the termination shock, providing us for the first time in-situ measurements of the subsonic solar wind in the heliosheath. With the recent in-situ data from Voyager 1 and 2 the numerical models are forced to confront their models with observational data. Our recent results indicate that magnetic effects, in particular the interstellar magnetic field, are very important in the interaction between the solar system and the interstellar medium. We summarize here our recent work that shows that the interstellar magnetic field affects the symmetry of the heliosphere that can be detected by different measurements. We combined radio emission and energetic particle streaming measurements from Voyager 1 and 2 with extensive state-of-the art 3D MHD modeling, to constrain the direction of the local interstellar magnetic field. The orientation derived is a plane ～60°–90° from the galactic plane. This indicates that the field orientation differs from that of a larger scale interstellar magnetic field, thought to parallel the galactic plane. Although it may take 7–12 years for Voyager 2 to leave the heliosheath and enter the pristine interstellar medium, the subsonic flows are immediately sensitive to the shape of the heliopause. The flows measured by Voyager 2 in the heliosheath indicate that the heliopause is being distorted by local interstellar magnetic field with the same orientation as derived previously. As a result of the interstellar magnetic field the solar system is asymmetric being pushed in the southern direction. The presence of hydrogen atoms tend to symmetrize the solutions. We show that with a strong interstellar magnetic field with our most current model that includes hydrogen atoms, the asymmetries are recovered. It remains a challenge for future works with a more complete model, to explain all the observed asymmetries by V1 and V2. We comment on these results and implications of other factors not included in our present model.     

Influence of the Interstellar Magnetic Field and Neutrals on the Shape of the Outer Heliosphere

Formed as a result of the solar wind (SW) interaction with the circum-heliospheric interstellar medium (CHISM), the outer heliosphere is generically three-dimensional because of the SW asphericity and the action of the interstellar and interplanetary magnetic fields (ISMF and IMF). In this paper we show that charge exchange between neutral and charged components of the SW–CHISM plasmas plays a dominant role not only in determining the geometrical size of the heliosphere, but also in the modulation of magnetic-field-induced asymmetries. More specifically, charge exchange between SW and CHISM protons and primary neutrals of interstellar origin always acts to decrease the asymmetry of the termination shock and the heliopause, which can otherwise be very large. This is particularly pronounced because the ionization ratio of the CHISM plasma is rather low. To investigate the deflection of the CHISM neutral hydrogen flow in the inner heliosphere from its original orientation in the unperturbed CHISM, we create two-dimensional neutral H velocity distributions in the inner heliosphere within a 45-degree circular conical surface with the apex at the Sun and the axis parallel to the interstellar flow vector. It is shown that the distribution of deflections is very anisotropic, that is, the most probable orientation of the H-atom velocity differs from its average direction. We show that the average deflection of the H-atom flow, for reasonable ISMF strengths, occurs mostly in the plane formed by the ISMF and CHISM velocity vectors at infinity. The possibility that the ISMF orientation may influence the 2–3 kHz radio emission, which is believed to originate in the outer heliosheath, is discussed.     

Physics of the Solar Wind–Local Interstellar Medium Interaction: Role of Magnetic Fields

The interaction of the solar wind with the local interstellar medium is characterized by the self-consistent coupling of solar wind plasma, both upstream and downstream of the heliospheric termination shock, the interstellar plasma, and the neutral atom component of interstellar and solar wind origin. The complex coupling results in the creation of new plasma components (pickup ions), turbulence, and anomalous cosmic rays, and new populations of neutral atoms and their coupling can lead to energetic neutral atoms that can be detected at 1 AU. In this review, we discuss the interaction and coupling of global sized structures (the heliospheric boundary regions) and kinetic physics (the distributions that are responsible for the creation of energetic neutral atoms) based on models that have been developed by the University of Alabama in Huntsville group.     

Galactic Cosmic Rays in the Outer Heliosphere: Theory and Models

We review recent advances in the field of galactic cosmic ray transport in the distant heliosphere. The advent of global MHD models brought about a better understanding of the three-dimensional structure of the interface between the solar system and the surrounding interstellar space, and of the magnetic field topology in the outer heliosphere. These results stimulated a development of galactic cosmic ray transport models taking the advantage of the available detailed plasma backgrounds and of the new Voyager results from the heliosheath. It emerges that the heliosheath plays a prominent role in the process of modulation and filtration of low-energy galactic ions and electrons. The heliosheath stores particles for a duration of several years thus acting as a large reservoir of galactic cosmic rays. Cosmic-ray trajectories, transit times, and entry locations across the heliopause are discussed. When compared to observations model calculations of low energy electrons show almost no radial gradient up to the termination shock, irrespective of solar activity, but a large gradient in the inner heliosheath. Intensities are however sensitive to heliospheric conditions such as the location of the heliopause and shock. In contrast, high energy proton observations by both the Voyager spacecraft show a clear solar cycle dependence with intensities also increasing with increasing distance. By comparing these observations to model calculations we can establish whether our current understanding of long-term modulation result in computed intensities compatible to observations.     

Physical Processes in the Outer Heliosphere

This chapter covers the theory of physical processes in the outer heliosphere that are particularly important for the IBEX Mission, excluding global magnetohydrodynamic/Boltzmann modeling of the entire heliosphere. Topics addressed include the structure and parameters of the solar wind termination shock, the transmission of ions through the termination shock including possible reflections at the shock electrostatic potential, the acceleration and transport of suprathermal ions and anomalous cosmic rays at the termination shock and in the heliosheath, charge-exchange interactions in the outer heliosphere including mass and momentum loading of the solar wind, the transport of interstellar pickup ions, and the production and anticipated intensities of energetic neutral atoms (ENAs) in the heliosphere.     

The Acceleration Mechanism of Anomalous Cosmic Rays

This paper reviews our current understanding of the acceleration mechanism of anomalous cosmic rays (ACRs). ACRs were first discovered in the early 1970s and soon afterwards it was recognized that they were accelerated interstellar pickup ions that obtained most of their energization in the outer heliosphere. Their observed composition and charge state suggest they are accelerated to over 200 MeV total energy in about a year. Diffusive shock acceleration at the solar-wind termination shock, which provided a natural explanation for spacecraft observations prior to the Voyager crossings of the termination shock in 2004 and 2007, was the long-held paradigm for the acceleration mechanism. But when both Voyagers crossed the shock, the ACR energy spectrum remained modulated, suggesting a source more distant than the shock. While shock acceleration remains a popular mechanism, other ideas have emerged recently to explain the observations. This review focuses on three main acceleration mechanisms that have been proposed: (a) acceleration at the termination shock including new effects such as the global blunt-shape of the shock and large-scale turbulence, (b) acceleration by magnetic reconnection in the heliosheath, and (c) acceleration by diffusive compression acceleration in the heliosheath.     

Integration of Neutron Monitor Data with Spacecraft Observations: a Historical Perspective

Beginning in the early 1950s, data from neutron monitors placed the taxonomy of cosmic ray temporal variations on a firm footing, extended the observations of the Sun as a transient source of high energy particles and laid the foundation of our early concepts of a heliosphere. The first major impact of the arrival of the Space Age in 1957 on our understanding of cosmic rays came from spacecraft operating beyond the confines of our magnetosphere. These new observations showed that Forbush decreases were caused by interplanetary disturbances and not by changes in the geomagnetic field; the existence of both the predicted solar wind and interplanetary magnetic field was confirmed; the Sun was revealed as a frequent source of energetic ions and electrons in the 10–100 MeV range; and a number of new, low-energy particle populations was discovered. Neutron monitor data were of great value in interpreting many of these new results. With the launch of IMP 6 in 1971, followed by a number of other spacecraft, long-term monitoring of low and medium energy galactic and anomalous cosmic rays and solar and interplanetary energetic particles, and the interplanetary medium were available on a continuous basis. Many synoptic studies have been carried out using both neutron monitor and space observations. The data from the Pioneer 10/11 and Voyagers 1/2 deep space missions and the journey of Ulysses over the region of the solar poles have significantly extended our knowledge of the heliosphere and have provided enhanced understanding of many effects that were first identified in the neutron monitor data. Solar observations are a special area of space studies that has had great impact on interpreting results from neutron monitors, in particular the identification of coronal holes as the source of high-speed solar wind streams and the recognition of the importance of coronal mass ejections in producing interplanetary disturbances and accelerating solar energetic particles. In the future, with the new emphasis on carefully intercalibrated networks of neutron monitors and the improved instrumentation for space studies, these symbionic relations should prove to be even more productive in extending our understanding of the acceleration and transport of energetic particles in our heliosphere. This revised version was published online in August 2006 with corrections to the Cover Date.     

Stochastic Acceleration of Energetic Particles in the Heliosphere

In this paper we assess possible roles of stochastic acceleration by random electric field and plasma motion in the production and transport of energetic particles in the heliosphere. Stochastic acceleration can occur in the presence of multiple small-scale magnetohydrodynamic waves propagating in different directions. Usually, this type of stochastic acceleration is closely related to particle pitch angle scattering or parallel diffusion. Given the values of the parallel diffusion coefficient inferred from the observations of cosmic ray modulation or other energetic particle phenomena in the heliosphere, stochastic acceleration by small-scale waves is much slower than acceleration by shock waves and it is also much slower than adiabatic cooling by the expansion of the solar wind; thus it is considered as inefficient for producing heliospheric energetic particles or for the modulation of cosmic rays. Another type of stochastic acceleration occurs when particles go through random compressions or expansions due to large-scale plasma motion. This acceleration mechanism could be very fast when the correlation time of the fluctuations in plasma compression is short compared to the diffusion time. Particle acceleration by an ensemble of small shock waves or intermittent long wavelength compressible turbulence belongs to this category. It tends to establish an asymptotic p ^?3 universal distribution function quickly if there is no or little large-scale adiabatic cooling. Such a particle distribution will contain an infinite amount of pressure. Back reaction from the pressure is expected to modify the amplitude of plasma waves to an equilibrium state. At that point, the pressure of accelerated particles must remain finite and the accelerated particles could approach a p ^?5 distribution function.     

The Ultra-Low-Energy Isotope Spectrometer (ULEIS) for the ACE spacecraft

The Ultra Low Energy Isotope Spectrometer (ULEIS) on the ACE spacecraft is an ultra high resolution mass spectrometer designed to measure particle composition and energy spectra of elements He-Ni with energies from ∼45 keV nucl−1 to a few MeV nucl−1. ULEIS will investigate particles accelerated in solar energetic particle events, interplanetary shocks, and at the solar wind termination shock. By determining energy spectra, mass composition, and their temporal variations in conjunction with other ACE instruments, ULEIS will greatly improve our knowledge of solar abundances, as well as other reservoirs such as the local interstellar medium. ULEIS is designed to combine the high sensitivity required to measure low particle fluxes, along with the capability to operate in the largest solar particle or interplanetary shock events. In addition to detailed information for individual ions, ULEIS features a wide range of count rates for different ions and energies that will allow accurate determination of particle fluxes and anisotropies over short (∼few minutes) time scales. This revised version was published online in June 2006 with corrections to the Cover Date.     

Decay of Magnetic Field Irregularities Observed by Ulysses

We study the solar cycle, radial, and latitudinal dependence of the characteristics of magnetic field irregularities in the Heliosphere. The frequency of magnetic field discontinuities is determined, using high time resolution magnetic field observations by Ulysses, covering the time interval from 1992 to 2000. The quasi-linear scattering mean free path of particles is also calculated. These investigations aim at understanding/exploring transport properties of energetic charged particles in the Heliosphere. We find that the travel time of solar wind plasma from the Sun to the observer is the key parameter of the process, by controling the decay of the irregularities. This revised version was published online in August 2006 with corrections to the Cover Date.     

Heliospheric ENA fluxes: How Sensitive Are They to the Ionization State of LIC?

We explore the sensitivity of the fluxes of heliospheric energetic neutral atoms (ENA) at 1 AU to the ionization state of the local interstellar cloud (LIC). The solar wind plasma is compressed and heated in the termination shock transition. The shocked solar plasma is convected toward the heliospheric tail in the heliosheath, the region between the termination shock and the heliopause. The ENAs are produced in charge exchange of the plasma protons and background neutral gas and can be readily detected at 1 AU. The expected ENA fluxes depend on the shocked plasma density, temperature, and velocity in the heliosheath. The size and structure of the heliospheric interface region depend on the parameters of the interstellar medium. ENA fluxes would thus reveal the LIC parameters. We demonstrate the sensitivity of the heliospheric ENA fluxes to the ionization state of the LIC. The axi-symmetric model of the solar wind/LIC interaction includes the self-consistent treatment of the plasma-gas coupling and Monte Carlo simulations of the neutral gas distribution. This revised version was published online in August 2006 with corrections to the Cover Date.     

THE INFLUENCE OF THE LOCAL INTERSTELLAR MEDIUM ON THE SOLAR WIND DYNAMICS IN THE INNER HELIOSPHERE

The consequences of the interaction between the solar wind and the local interstellar medium for the wind region enclosed by the heliospheric shock are reviewed. After identifying the principal mechanisms to influence the dynamics of the solar wind, an approach allowing the simultaneous incorporation of neutral atoms, pick-up ions, cosmic rays and energetic electrons into a multifluid model of the expanding wind plasma is outlined. The effects of these particle species are discussed in detail, with special emphasis on the electron component which behaves more like a quasi-static hot gas rather than an expanding fluid. This electron gas is effectively trapped within a three-dimensional trough of a circumsolar electric potential whose outer fringes are possibly determined by the density distribution of anomalous cosmic rays. The electrons are proven to be a globally structered component of great importance for the solar wind momentum flow contributing to a triggering of the solar wind dynamics by asymmetric interstellar boundary conditions. Finally, the consequences for the relative motion of the Sun and the local interstellar medium as well as for the solar system as a whole are described.