Theoretical modeling for the stereo mission

We summarize the theory and modeling efforts for the STEREO mission, which will be used to interpret the data of both the remote-sensing (SECCHI, SWAVES) and in-situ instruments (IMPACT, PLASTIC). The modeling includes the coronal plasma, in both open and closed magnetic structures, and the solar wind and its expansion outwards from the Sun, which defines the heliosphere. Particular emphasis is given to modeling of dynamic phenomena associated with the initiation and propagation of coronal mass ejections (CMEs). The modeling of the CME initiation includes magnetic shearing, kink instability, filament eruption, and magnetic reconnection in the flaring lower corona. The modeling of CME propagation entails interplanetary shocks, interplanetary particle beams, solar energetic particles (SEPs), geoeffective connections, and space weather. This review describes mostly existing models of groups that have committed their work to the STEREO mission, but is by no means exhaustive or comprehensive regarding alternative theoretical approaches.     

The Solar Origin of Corotating Interaction Regions and Their Formation in the Inner Heliosphere

Corotating Interaction Regions (CIRs) form as a consequence of the compression of the solar wind at the interface between fast speed streams and slow streams. Dynamic interaction of solar wind streams is a general feature of the heliospheric medium; when the sources of the solar wind streams are relatively stable, the interaction regions form a pattern which corotates with the Sun. The regions of origin of the high speed solar wind streams have been clearly identified as the coronal holes with their open magnetic field structures. The origin of the slow speed solar wind is less clear; slow streams may well originate from a range of coronal configurations adjacent to, or above magnetically closed structures. This article addresses the coronal origin of the stable pattern of solar wind streams which leads to the formation of CIRs. In particular, coronal models based on photospheric measurements are reviewed; we also examine the observations of kinematic and compositional solar wind features at 1 AU, their appearance in the stream interfaces (SIs) of CIRs, and their relationship to the structure of the solar surface and the inner corona; finally we summarise the Helios observations in the inner heliosphere of CIRs and their precursors to give a link between the optical observations on their solar origin and the in-situ plasma observations at 1 AU after their formation. The most important question that remains to be answered concerning the solar origin of CIRs is related to the origin and morphology of the slow solar wind. This revised version was published online in August 2006 with corrections to the Cover Date.     

Sources of Solar Wind at Solar Minimum: Constraints from Composition Data

In this discussion of observational constraints on the source regions and acceleration processes of solar wind, we will focus on the ionic composition of the solar wind and the distribution of charge states of heavy elements such as oxygen and iron. We first focus on the now well-known bi-modal nature of solar wind, which dominates the heliosphere at solar minimum: Compositionally cool solar wind from polar coronal holes over-expands, filling a much larger solid angle than the coronal holes on the Sun. We use a series of remote and in-situ characteristics to derive a global geometric expansion factor of?～5. Slower, streamer-associated wind is located near the heliospheric current sheet with a width of 10–20°, but in a well-defined band with a geometrically small transition width. We then compute charge states under the assumption of thermal electron distributions and temperature, velocity, and density profiles predicted by a recent solar wind model, and conclude that the solar wind originates from a hot source at around 1 million?K, characteristic of the closed corona.     

Solar Wind Sources and Their Variations Over the Solar Cycle

In this paper I will briefly summarize the present status of our knowledge on the four different sorts of solar wind, their sources and their short- and long-term variations. First: the fast solar wind in high-speed streams that emerges from coronal hole regions. Second: the slow solar wind emerging from the non-active Sun near the global heliospheric current sheet above helmet streamers and underlying active regions. Third: the slow solar wind filling most of the heliosphere during high solar activity, emerging above active regions in a highly turbulent state, and fourth: the plasma expelled from the Sun during coronal mass ejections. The coronal sources of these different flows vary dramatically with the solar activity cycle.     

ICMEs in the Inner Heliosphere: Origin, Evolution and Propagation Effects

This report assesses the current status of research relating the origin at the Sun, the evolution through the inner heliosphere and the effects on the inner heliosphere of the interplanetary counterparts of coronal mass ejections (ICMEs). The signatures of ICMEs measured by in-situ spacecraft are determined both by the physical processes associated with their origin in the low corona, as observed by space-borne coronagraphs, and by the physical processes occurring as the ICMEs propagate out through the inner heliosphere, interacting with the ambient solar wind. The solar and in-situ observations are discussed as are efforts to model the evolution of ICMEs from the Sun out to 1 AU.     

Magnetic Fields in the Inner Heliosphere

The structure of Heliospheric Magnetic Field (HMF) is a function of both the coronal conditions from which it originates and dynamic processes which take place in the solar wind. The division between the inner and outer regions of the heliosphere is the result of dynamic processes which form large scale structures with increasing heliocentric distance. The structure of the HMF is normally described in the reference frame based on Parker's geometric model, but is better understood as an extension of potential field models of the corona. The Heliospheric Current Sheet (HCS) separates the two dominant polarities in the heliosphere; its large scale geometry near solar minimum is well understood but its topology near solar maximum remains to be investigated by Ulysses. At solar minimum, Corotating Interaction Regions (CIRs) dominate the near-equatorial heliosphere and extend their influence to mid-latitudes; the polar regions of the heliosphere are dominated by uniform fast solar wind streams and large amplitude, long wavelength, mostly transverse magnetic fluctuations. Coronal Mass Ejections (CMEs) introduce transient variability into the large scale heliospheric structure and may dominate the inner heliosphere near solar maximum at all latitudes.     

Cosmic Rays Through the Solar Hale Cycle

The Ulysses spacecraft had been the first to orbit the Sun over its poles and to explore the heliosphere at these high heliolatitudes. It has now completed three fast latitude scans, two at solar minimum and one at solar maximum. Since its launch in October 1990, this mission has led to several surprising discoveries concerning energetic particles, cosmic rays, Jovian electrons, the solar wind, the heliospheric magnetic field and the global features of the heliosphere. This review addresses the propagation and modulation of cosmic rays and other charged particles from an observational point of view with emphasis on what has been learned from exploring the inner heliosphere to high heliolatitudes.     

Wind in the Solar Corona: Dynamics and Composition

The dynamics of the solar corona as observed during solar minimum with the Ultraviolet Coronagraph Spectrometer, UVCS, on SOHO is discussed. The large quiescent coronal streamers existing during this phase of the solar cycle are very likely composed by sub-streamers, formed by closed loops and separated by open field lines that are channelling a slow plasma that flows close to the heliospheric current sheet. The polar coronal holes, with magnetic topology significantly varying from their core to their edges, emit fast wind in their central region and slow wind close to the streamer boundary. The transition from fast to slow wind then appears to be gradual in the corona, in contrast with the sharp transition between the two wind regimes observed in the heliosphere. It is suggested that speed, abundance and kinetic energy of the wind are modulated by the topology of the coronal magnetic field. Energy deposition occurs both in the slow and fast wind but its effect on the kinetic temperature and expansion rate is different for the slow and fast wind.     

The Structure and Dynamics of the Corona—Heliosphere Connection

Determining how the heliospheric magnetic field and plasma connect to the Sun’s corona and photosphere is, perhaps, the central problem in solar and heliospheric physics. For much of the heliosphere, this connection appears to be well understood. It is now generally accepted that so-called coronal holes, which appear dark in X-rays and are predominantly unipolar at the photosphere, are the sources of quasi-steady wind that is generally fast, >500?km/s, but can sometimes be slow. However, the connection to the Sun of the slow, non-steady wind is far from understood and remains a major mystery. We review the existing theories for the sources of the non-steady wind and demonstrate that they have difficulty accounting for both the observed composition of the wind and its large angular extent. A?new theory is described in which this wind originates from the continuous opening and closing of narrow open field corridors in the corona, which give rise to a web of separatrices (the S-Web) in the heliosphere. Note that in this theory the corona—heliosphere connection is intrinsically dynamic, at least for this type of wind. Support for the S-Web model is derived from MHD solutions for the corona and wind during the time of the August 1, 2008 eclipse. Additionally, we perform fully dynamic numerical simulations of the corona and heliosphere in order to test the S-Web model as well as the interchange model proposed by Fisk and co-workers. We discuss the implications of our simulations for the competing theories and for understanding the corona—heliosphere connection, in general.     

Coronal Heating and Solar Wind Acceleration: Future Work on Observations

The space-based observatories SOHO and TRACE have shown some very interesting results on the structure and dynamics of the Sun and its atmosphere, e.g., the extremely high ion temperatures or the enormous variability in the corona. But one question is still open to debate: how to use these data to distinguish between different types of physical heating processes, as, e.g., absorption of high-frequency Alfvén-waves or reconnection events? This paper will discuss some possibilities on how to tackle this type of question. These include observations of ion temperature anisotropies and electron temperatures in the corona as well as measurements of coronal magnetic fields. Emphasis will be put on simultaneous observations of the whole solar atmosphere from the photosphere into the solar wind and on solar-stellar connections. In the light of these ideas new proposed space missions as well as ground based efforts will be discussed.     

The high latitude heliospheric magnetic field

As the Ulysses spacecraft approaches its first pass under the south pole of the sun, it is an appropriate time to review our current knowledge and predictions regarding the three dimensional behaviour of the heliospheric magnetic field, in particular at high heliographic latitudes. Optical techniques for measuring the photospheric magnetic field and observations of coronal brightness structures provide indications of the behaviour of the source of the heliospheric field in the corona. As the coronal fields are carried out into the heliosphere by the solar wind, from Parker's model we would expect that the spiral field observed in the equatorial plane should gradually unwind with latitude leading to open, approximately radial, field lines over the polar regions. Predictions of departures from, and models extending this simple picture are discussed. Both the Pioneer and Voyager spacecraft have spent brief periods in the regions above the maximum latitude of the heliospheric current sheet-relevant results from these missions are reviewed as well as results from the early stages of the out-of-ecliptic phase of the Ulysses mission. The configuration of the coronal magnetic field exhibits a strong dependence on the phase of the solar activity cycle. While the forthcoming Ulysses polar passes take place near to solar minimum, the different conditions which might be encountered on a second orbit of the sun at solar maximum are described.     

The Solar Wind - Inner Heliosphere

The solar wind in the inner heliosphere, inside ~ 5 AU, has been almost fully characterized by the addition of the high heliographic latitude Ulysses mission to the many low latitude inner heliosphere missions that preceded it. The two major omissions are the high latitude solar wind at solar maximum, which will be measured during the second Ulysses polar passages, and the solar wind near the Sun, which could be analyzed by a Solar Probe mission. Here, existing knowledge of the global solar wind in the inner heliosphere is summarized in the context of the new results from Ulysses.     

UVCS Observations of Temperature and Velocity Profiles in Coronal Holes

The spectroscopic observations of the Ultraviolet Coronagraph Spectrometer (UVCS), on board the SOHO observatory, allow the study and the full characterization of the expansion of the solar atmosphere by means of measurements of the outflow speeds and the physical properties of the wind, directly in the region where the solar plasma is heated and accelerated: the extended corona. During solar minimum, when the magnetic configuration of the corona is rather simple, the open magnetic fields emerging from the wide polar coronal holes channel toward the heliosphere both the fast and the slow wind. The fast wind flows along flux tubes with lower areal divergence than the slow wind which is guided by flux tubes characterized by non-monotonic areal expansion functions. Differences in the physical properties, such as kinetic temperature, electron density, composition and density fluctuations, of the fast and slow wind in the corona are discussed.     

Solar Imprint on ICMEs, Their Magnetic Connectivity, and Heliospheric Evolution

Interplanetary outflows from coronal mass ejections (ICMEs) are structures shaped by their magnetic fields. Sometimes these fields are highly ordered and reflect properties of the solar magnetic field. Field lines emerging in CMEs are presumably connected to the Sun at both ends, but about half lose their connection at one end by the time they are observed in ICMEs. All must eventually lose one connection in order to prevent a build-up of flux in the heliosphere; but since little change is observed between 1 AU and 5 AU, this process may take months to years to complete. As ICMEs propagate out into the heliosphere, they kinematically elongate in angular extent, expand from higher pressure within, distort owing to inhomogeneous solar wind structure, and can compress the ambient solar wind, depending upon their relative speed. Their magnetic fields may reconnect with solar wind fields or those of other ICMEs with which they interact, creating complicated signatures in spacecraft data.     

Coronal Holes and the High-Speed Solar Wind

Coronal holes are the lowest density plasma components of the Sun's outer atmosphere, and are associated with rapidly expanding magnetic fields and the acceleration of the high-speed solar wind. Spectroscopic and polarimetric observations of the extended corona, coupled with interplanetary particle and radio sounding measurements going back several decades, have put strong constraints on possible explanations for how the plasma in coronal holes receives its extreme kinetic properties. The Ultraviolet Coronagraph Spectrometer (UVCS) aboard the Solar and Heliospheric Observatory (SOHO) spacecraft has revealed surprisingly large temperatures, outflow speeds, and velocity distribution anisotropies for positive ions in coronal holes. We review recent observations, modeling techniques, and proposed heating and acceleration processes for protons, electrons, and heavy ions. We emphasize that an understanding of the acceleration region of the wind (in the nearly collisionless extended corona) is indispensable for building a complete picture of the physics of coronal holes.     

Cosmic Rays at High Heliolatitudes

The Ulysses spacecraft has been the first to orbit the Sun over its poles and to explore the heliosphere at these high heliolatitudes. It has now completed two fast latitude scans, one at solar minimum and one at solar maximum. Since its launch in October 1990, this mission has led to several surprising discoveries concerning energetic particles, cosmic rays, Jovian electrons, the solar wind, the heliospheric magnetic field and the global features of the heliosphere. This review addresses mainly the propagation and modulation of cosmic rays and other charged particles, from both an observational and theoretical point of view, with emphasis on what has been learned from exploring the inner heliosphere to high heliolatitudes. This is done for solar minimum and maximum conditions. The review is concluded with a summary of the main scientific discoveries and insights gained so far from the Ulysses mission.     

Origin of the Solar Wind: Theory

A theory is presented for the origin of the solar wind, which is based on the behavior of the magnetic field of the Sun. The magnetic field of the Sun can be considered as having two distinct components: Open magnetic flux in which the field lines remain attached to the Sun and are dragged outward into the heliosphere with the solar wind. Closed magnetic flux in which the field remains entirely attached to the Sun, and forms loops and active regions in the solar corona. It is argued that the total open flux should tend to be constant in time, since it can be destroyed only if open flux of opposite polarity reconnect, a process that may be unlikely since the open flux is ordered into large-scale regions of uniform polarity. The behavior of open flux is thus governed by its motion on the solar surface. The motion may be due primarily to a diffusive process that results from open field lines reconnecting with randomly oriented closed loops, and also due to the usual convective motions on the solar surface such as differential rotation. The diffusion process needs to be described by a diffusion equation appropriate for transport by an external medium, which is different from the usual diffusion coefficient used in energetic particle transport. The loops required for the diffusion have been identified in recent observations of the Sun, and have properties, both in size and composition, consistent with their use in the model. The diffusive process, in which reconnection occurs between open field lines and loops, is responsible for the input of mass and energy into the solar wind. This revised version was published online in August 2006 with corrections to the Cover Date.     

Coronal Holes and Open Magnetic Flux

Coronal holes are low-density regions of the corona which appear dark in X-rays and which contain “open” magnetic flux, along which plasma escapes into the heliosphere. Like the rest of the Sun’s large-scale field, the open flux originates in active regions but is subsequently redistributed over the solar surface by transport processes, eventually forming the polar coronal holes. The total open flux and radial interplanetary field component vary roughly as the Sun’s total dipole strength, which tends to peak a few years after sunspot maximum. An inverse correlation exists between the rate of flux-tube expansion in coronal holes and the solar wind speed at 1 AU. In the rapidly diverging fields present at the polar hole boundaries and near active regions, the bulk of the heating occurs at low heights, leading to an increase in the mass flux density at the Sun and a decrease in the asymptotic wind speed. The quasi-rigid rotation of coronal holes is maintained by continual footpoint exchanges between open and closed field lines, with the reconnection taking place at the streamer cusps. At much lower heights within the hole interiors, “interchange reconnection” between small bipoles and the overlying open flux also gives rise to coronal jets and polar plumes.