MHD modeling of the outer heliosphere: Achievements and challenges

An overview is presented of magnetic-field-related effects in the solar wind (SW) interaction with the local interstellar medium (LISM) and the different theoretical approaches used in their investigation. We discuss the possibility that the interstellar magnetic field (ISMF) introduces north–south and east–west asymmetries of the heliosphere, which might explain observational data obtained by the Voyager 1 and Voyager 2 spacecraft. The SW–LISM interaction parameters that are responsible for the deflection of the interstellar neutral hydrogen flow from the direction of propagation of neutral helium in the inner heliosheath are outlined. The possibility of a strong ISMF, which increases the heliospheric asymmetry and the H–He flow deflection, is discussed. The effect of the combination of a slow-fast solar wind during solar minimum over the Sun’s 11-year activity cycle is illustrated. The consequences of a tilt between the Sun’s magnetic and rotational axes are analyzed. Band-like areas of an increased magnetic field distribution in the outer heliosheath are sought in order to discover regions of possible 2–3 kHz radio emission.     

Modulation of galactic cosmic rays in a north–south asymmetrical heliosphere

Observations made with the two Voyager spacecraft confirmed that the solar wind decelerates to form the heliospheric termination shock. Voyager 1 crossed this termination shock at ∼94 AU in 2004, while Voyager 2 crossed it in 2007 at a different heliolatitude, about 10 AU closer to the Sun. These different positions of the termination shock confirm the dynamic and cyclic nature of the shock’s position. Observations from the two Voyager spacecraft inside the heliosheath indicate significant differences between them, suggesting that apart from the dynamic nature caused by changing solar activity there also may exist a global asymmetry in the north–south (polar) dimensions of the heliosphere, in addition to the expected nose–tail asymmetry. This relates to the direction in which the heliosphere is moving in interstellar space and its orientation with respect to the interstellar magnetic field. In this paper we focus on illustrating the effects of this north–south asymmetry on modulation of galactic cosmic ray Carbon, between polar angles of 55° and 125°, using a numerical model which includes all four major modulation processes, the termination shock and the heliosheath. This asymmetry is incorporated in the model by assuming a significant dependence on heliolatitude of the thickness of the heliosheath. When comparing the computed spectra between the two polar angles, we find that at energies E < ∼1.0 GeV the effects of the assumed asymmetry on the modulated spectra are insignificant up to 60 AU from the Sun but become increasingly more significant with larger radial distances to reach a maximum inside the heliosheath. In contrast, with E > ∼1.0 GeV, these effects remain insignificant throughout the heliosphere even very close to the heliopause. Furthermore, we find that a higher local interstellar spectrum for Carbon enhances the effects of asymmetric modulation between the two polar angles at lower energies (E < ∼300 MeV). In conclusion, it is found that north–south asymmetrical effects on the modulation of cosmic ray Carbon depend strongly on the extent of the geometrical asymmetry of the heliosheath together with the assumed value of the local interstellar spectrum.     

Heliospheric asymmetries due to the action of the interstellar magnetic field

We discuss the asymmetry of the heliospheric discontinuities obtained from the analysis of 3D modeling of the solar wind (SW) interaction with local interstellar medium (LISM). The flow of charged particles is governed by the ideal MHD equations and the flow of neutral particles is described by the Boltzmann equation. The emphasis is made on the asymmetries of the termination shock (TS) and the heliopause under the combined action of the interstellar and interplanetary magnetic fields (ISMF and IMF) in the presence of neutral hydrogen atoms whose transport through the heliosphere is modeled kinetically, using a Monte Carlo approach. We show that the deflection of neutral hydrogen flow from its original direction in the unperturbed LISM is highly anisotropic and evaluate a possible angle between the hydrogen deflection plane measured in the SOHO SWAN experiment and the plane containing the ISMF and LISM velocity vectors for different ISMF strengths. It is shown that the ISMF of a strength greater than 4 μG can account for the 10 AU difference in the TS heliocentric difference observed during its crossing by the Voyager 1 and Voyager 2 spacecraft, which however results in a larger discrepancy between the calculated and observed velocity distributions. The effect of a strong ISMF on the distribution of plasma quantities in the inner heliosheath and on 2–3 kHz radio emission is discussed.     

Challenges to cosmic ray modeling: From beyond the solar wind termination shock

Voyager 1 crossed the solar wind termination shock on December 16, 2004 at a distance of 94 AU from the Sun, to become the first spacecraft to explore the termination shock region and to enter the heliosheath, the final heliospheric frontier. By the end of 2006, Voyager 1 will be at ∼101 AU, with Voyager 2 at ∼81 AU and still approaching the termination shock. Both spacecraft have been observing the modulation of galactic and anomalous cosmic rays since their launch in 1977. The recent observations close to or inside the heliosheath have provided several interesting ‘surprises’ with subsequent theoretical and modeling challenges. Examples are: what does the modulation of galactic cosmic rays amount to in this region?; how do the anomalous cosmic rays get accelerated and modulated?; why are there ‘breaks’ in the power-law slopes of the spectra of accelerated particles? Several numerical models have been applied to most of these topics over the years and comprehensive global predictions have been made the past decade, thought to be based on reasonable assumptions about the termination shock and the heliosheath. Examples of these predictions and assumptions are concisely discussed within the context of the main observed features of cosmic rays in the vicinity of the termination shock, ending with a discussion of some of the issues and challenges to cosmic ray modeling in particular.     

Modeling of the outer heliosphere with the realistic solar cycle

Time-dependent kinetic-continuum model of the solar wind interaction with the two-component local interstellar cloud (LIC) has been developed recently [Izmodenov, V., Malama, Y.G., Ruderman, M.S. Solar cycle influence on the interaction of the solar wind with local interstellar cloud. Astron. Astrophys. 429, 1069–1080, 2005a.]. Here, we adopted this model to the realistic solar cycle, when the solar wind parameters at the Earth’s orbit are taken from space data. This paper focuses on the results related to the termination shock (TS) excursion with the solar cycle that may help to understand Voyager 1 data obtained at and after the crossing of the termination shock and to predict the time of the TS crossing by Voyager 2.     

Modelling of galactic Carbon in an asymmetrical heliosphere: Effects of asymmetrical modulation conditions

Observations of galactic cosmic rays (GCRs) from the two Voyager spacecraft inside the heliosheath indicate significant differences between them, suggesting that in addition to a possible global asymmetry in the north–south dimensions (meridional plane) of the heliosphere, it is also possible that different modulation (turbulence) conditions could exist between the two hemispheres of the heliosphere. We focus on illustrating the effects on GCR Carbon of asymmetrical modulation conditions combined with a heliosheath thickness that has a significant dependence on heliolatitude. To reflect different modulation conditions between the two heliospheric hemispheres in our numerical model, the enhancement of both polar and radial perpendicular diffusion off the ecliptic plane is assumed to differ from heliographic pole to pole. The computed radial GCR intensities at polar angles of 55° (approximating the Voyager 1 direction) and 125° (approximating the Voyager 2 direction) are compared at different energies and for both particle drift cycles. This is done in the context of illustrating how different values of the enhancement of both polar and radial perpendicular diffusion between the two hemispheres contribute to causing differences in radial intensities during solar minimum and moderate maximum conditions. We find that in the A > 0 cycle these differences between 55° and 125° change both quantitatively and qualitatively for the assumed asymmetrical modulation condition as reflected by polar diffusion, while in the A < 0 cycle, minute quantitative differences are obtained. However, when both polar and radial perpendicular diffusion have significant latitude dependences, major differences in radial intensities between the two polar angles are obtained in both polarity cycles. Furthermore, significant differences in radial intensity gradients obtained in the heliosheath at lower energies may suggest that the solar wind turbulence at and beyond the solar wind termination shock must have a larger latitudinal dependence.     

The interface between heliosphere and the local intersteller medium (LISM)

The results of the solar wind interaction with the local interstellar medium (LISM) theory are considered. The model is characterized by the presence of two shocks: a bow shock, a heliospheric shock, and a contact discontinuity. On the basis of the theoretical results and the Voyager data, the electron number density in LISM is estimated.     

Modulation of cosmic rays: Perpendicular diffusion and drifts in a heliosphere with a solar wind termination shock

In this study the roles of polar perpendicular diffusion and drifts are illustrated in a model containing a heliosheath and diffusive shock acceleration as applied to the solar wind termination shock. Of particular interest is the relation of polar perpendicular diffusion to particle drifts and how the effectiveness of the termination shock acceleration of galactic and anomalous protons is influenced by this relation. We found that drifts have a more prominent effect than the polar enhancement of perpendicular diffusion so that its omission from termination shock models would produce unrealistically large shock acceleration and consequently also larger modulation effects throughout the heliosphere. The computed spectra at a heliolatitude of 35° are almost similar for the two polarity epochs indicating that the two Voyager spacecraft might not observe differences between the two cycles in future.     

Cosmic ray anisotropies in the outer heliosphere

The observation of the directional distribution of energetic and cosmic ray particles has been done with the Voyager spacecraft over a long period. Since 2002, when the first flux enhancements of charged particles associated with the approach of Voyager 1 to the solar wind termination shock were observed, these anisotropy measurements have become of special interest. They play an important role to understand the magnetic field and shock structure and the basics of the modulation of cosmic ray and anomalous particles at and beyond the termination shock. They also serve as motivation to study the spatial behavior of galactic and anomalous cosmic ray anisotropies with numerical modulation models in order to illustrate how the radial anisotropy, at different energies, change from upstream to downstream of the termination shock. Observations made by Voyager 1 indicate that the termination shock is a complicated region than previously thought, hence the effects of the latitude dependence of the termination shock’s compression ratio and injection efficiency on the radial anisotropies of galactic and anomalous protons will be illustrated. We find that the magnitude and direction of the radial anisotropy strongly depends on the position in the heliosphere and the energy of particles. The effect of the TS on the radial anisotropy is to abruptly increase its value in the heliosheath especially in the A > 0 cycle for galactic protons and in both polarity cycles for anomalous protons. Furthermore, the global effect of the latitude dependence of the shock’s compression ratio is to increase the radial anisotropy for galactic protons throughout the heliosphere, while when combined with the latitude dependence of the injection efficiency this increase depends on modulation factors for anomalous protons and can even alter the direction of the radial anisotropy.     

Modeling the acceleration and modulation of anomalous cosmic ray oxygen

After the solar wind termination shock crossings of the Voyager spacecraft, the acceleration of anomalous cosmic rays has become a very contentious subject. In this paper we examine several topics pertinent to anomalous cosmic ray oxygen acceleration and transport using a numerical cosmic ray modulation model. These include the effects of drifts on a purely Fermi I accelerated spectra, the effects of introducing higher charge states of oxygen into the modulation model, examining the viability of momentum diffusion as a re-acceleration process in the heliosheath and examining energy spectra, and intensity gradients, in the inner heliosphere during consecutive drift cycles.     

Solar wind structure in the outer heliosphere

A solar wind parcel evolves as it moves outward, interacting with the solar wind plasma ahead of and behind it and with the interstellar neutrals. This structure varies over a solar cycle as the latitudinal speed profile and current sheet tilt change. We model the evolution of the solar wind with distance, using inner heliosphere data to predict plasma parameters at Voyager. The shocks which pass Voyager 2 often have different structure than expected; changes in the plasma and/or magnetic field do not always occur simultaneously. We use the recent latitudinal alignment of Ulysses and Voyager 2 to determine the solar wind slowdown due to interstellar neutrals at 80 AU and estimate the interstellar neutral density. We use Voyager data to predict the termination shock motion and location as a function of time.     

Cosmic rays in the dynamic heliosheath

Cosmic ray modulation in the outer heliosphere is discussed from a modeling perspective. Emphasis is on the transport and acceleration of these particles at and beyond the solar wind termination shock in the inner heliosheath region and how this changes over a solar cycle. We will show that by using numerical models, and by comparing results to spacecraft observations, much can be learned about the dependence of cosmic ray modulation on solar cycle changes in the solar wind and heliospheric magnetic field. While the first determines the heliospheric geometry and shock structure, the latter results in a time-dependence of the transport coefficients. Depending on energy, both these effects contribute to cosmic ray intensities in the inner heliosheath changing over a solar cycle.     

Modelling of low-energy galactic electrons in the heliosheath

The modulation of cosmic ray electrons in the heliosphere plays an important role in improving our understanding and assessment of the processes applicable to low-energy galactic electrons. A full three-dimensional numerical model based on Parker’s transport equation is used to study the modulation of 10 MeV galactic electrons, in particular inside the heliosheath. The emphasis is placed on the role that perpendicular diffusion plays in causing the extraordinary large increase in the observed intensities of these electrons in the heliosheath. The modelling is compared with observations of 6–14 MeV electrons from the Voyager 1 mission. Results are shown for the radial intensity profiles of these electrons, as well as the modulation effects of varying the extent of the heliosheath by changing the location of the termination shock and the heliopause and the value of the local interstellar spectrum. We confirm that the heliosheath acts as a modulation ‘barrier’ for low-energy galactic electrons. The significance of this result depends on how wide the inner heliosheath is; on how high the very local interstellar spectrum is at these low energies (E < 100 MeV) and on how small perpendicular diffusion is inside the inner heliosheath.     

Effects of the position of the solar wind termination shock and the heliopause on the heliospheric modulation of cosmic rays

The effects of changing the position of the solar wind termination shock and the position of the heliopause, and therefore the extent of the heliosheath, on the modulation of cosmic ray protons are illustrated. An improved numerical model with diffusive termination shock acceleration, a heliosheath and drifts is used. The modulation is computed in the equatorial plane and at 35 heliolatitude using recently derived diffusion coefficients applicable to a number of cosmic ray species during both magnetic polarity cycles of the Sun. It was found that qualitatively the modulation results for the different heliopause positions are similar although they differ quantitatively, e.g., clearly different radial gradients are predicted for the regions beyond the termination shock compared to inside the shock. The difference between the modulation for the two solar polarity cycles are less significant at a heliolatitude of 35° than in the equatorial plane. We found that moving the termination shock from 90 to 100 AU, with the heliopause fixed at 120 AU, caused only quantitative differences so that the exact position of the TS in the outer heliosphere seems not crucially important to global modulation. Moving the heliopause outwards, to represent the modulation in the tail region of the heliosphere, causes overall decreases in the cosmic ray intensities but not linearly as a function of energy, e.g., at 1 GeV the effect is insignificant. We conclude from this modelling that the modulation of protons in the heliospheric nose and tail regions are qualitatively similar although, clear quantitative and interesting differences occur.     

Acceleration of interplanetary pick-up ions and anomalous cosmic rays

It may not be doubted anymore that anomalous cosmic rays (ACRs) are produced in the heliosphere from interplanetary pick-up ions through their acceleration at the solar wind termination shock. However, there is no general agreement in the community of heliospheric researchers concerning the mechanism of injection of the pick-up ions into the shock acceleration. We discuss here three possible ways for pick-up ions to be involved into the acceleration process at the termination shock: (1) preacceleration of pick-up ions in the whole region from the Sun up to the termination shock by solar wind turbulences and interplanetary shock waves, (2) local preacceleration of pick-up ions in a vicinity of the termination shock by shock surfing, and (3) formation of high-velocity tails in pick-up ion spectra consisting of secondary pick-up ions which are produced in the supersonic solar wind due to ionization of energetic neutral atoms entering from the inner heliosheath.     

Cosmic ray modulation with a Fisk-type heliospheric magnetic field and a latitude-dependent solar wind speed

The effect of a latitude-dependent solar wind speed on a Fisk heliospheric magnetic field [Fisk, L. A. Motion of the footpoints of heliospheric magnetic field lines at the Sun: implications for recurrent energetic particle events at high heliographic latitudes. J. Geophys. Res. 101, 15547–15553, 1996] was first discussed by Schwadron and Schwadron and McComas [Schwadron, N.A. An explanation for strongly underwound magnetic field in co-rotating rarefaction regions and its relationship to footpoint motion on the the sun. Geophys. Res. Lett. 29, 1–8, 2002. and Schwadron, N.A., McComas, D.J. Heliospheric “FALTS”: favored acceleration locations at the termination shock. Geophys. Res. Lett. 30, 41–1, 2003]. Burger and Sello [Burger, R.A., Sello, P.C. The effect on cosmic ray modulation of a Parker field modified by a latitudinal-dependent solar wind speed. Adv. Space Res. 35, 643–646, 2005] found a significant effect for a simplified 2D version of a latitude-dependent Fisk-type field while Miyake and Yanagita [Miyake, S., Yanagita, S. The effect of a modified Parker field on the modulation of the galactic cosmic rays. In: Proceedings of 30th International Cosmic Ray Conference. Merida, Mexico, vol. 1, 445–448, 2007] found a smaller effect. The current report improves on a previous attempt Hitge and Burger [Hitge, M., Burger, R.A. The effect of a latitude-dependent solar wind speed on cosmic-ray modulation in a Fisk-type heliospheric magnetic field. In: Proceedings of 30th International Cosmic Ray Conference. Merida, Mexico, vol. 1, pp. 449–450, 2007] where the global change in the solar wind speed and not the local speed gradient was emphasized. The sheared Fisk field of Schwadron and McComas [Schwadron, N.A., McComas, D.J. Heliospheric “FALTS”: Favored acceleration locations at the termination shock. Geophys. Res. Lett. 30, 41–1, 2003.) is similar to the current Schwadron–Parker hybrid field. Little difference is found between the effects of a Parker field and a Schwadron–Parker hybrid field on cosmic-ray modulation, in contrast to the results of Burger and Sello and Miyake and Yanagita [Burger, R.A., Sello, P.C. The effect on cosmic ray modulation of a Parker field modified by a latitudinal-dependent solar wind speed. Adv. Space Res. 35, 643–646, 2005 and Miyake, S., Yanagita, S. The effect of a modified Parker field on the modulation of the galactic cosmic rays. In: Proceedings of 30th International Cosmic Ray Conference. Merida, Mexico, vol. 1, pp. 445–448, 2007]. The two-dimensional approximation used by these authors is therefore inadequate to model the complexities of the actual three-dimensional field. We also show that a Fisk-type field with a latitude-dependent solar wind speed (Schwadron–Parker hybrid field) decreases both the relative amplitude of recurrent cosmic ray intensity variations and latitude gradients and yields similar constants of proportionality for these quantities as for the constant solar wind speed case.     

Spatial variation of the supersonic thermal plasma flow downstream of the termination shock

In this paper we start from the most recently observed fact that the solar wind plasma after passage over the termination shock is still supersonic with a Mach number of about 2. To explain this unexpected phenomenon and to predict the evolution of properties of the downstream plasma flow we here consider a two-fluid proton plasma with pick-up protons as a separate suprathermal, second proton fluid. We then formulate a self-consistent system of hydrodynamical conservation equations coupling the two fluids by dynamical and thermodynamical coupling terms and taking into account the effects of newly incorporated protons due to charge exchange with the H-atoms in the heliosheath. This then allows us to predict that in the most probable case the solar wind protons will become subsonic over a distance of about 30 AU downstream of the shock. As we can also show, it may, however, happen that the plasma mixture later again reconverts to a supersonic signature and has to undergo a second shock before meeting the heliopause.     

The Compton–Getting effect of energetic particles with an anisotropic pitch-angle distribution

This paper presents a simulation of anisotropy measurements by the low-energy charged particle (LECP) experiment on Voyager 1 for cases when the particle pitch-angle distribution function in the solar wind plasma reference frame is not isotropic. The model includes both the Compton–Getting anisotropy and perpendicular diffusion anisotropy that possibly exists in the upstream region of the termination shock. The results show that the Voyager 1 data cannot rule out either the model with zero solar wind speed or the one with a finite speed on qualitative basis. The determination of solar wind speed using the Compton–Getting effect is affected by the assumption of the magnetic field direction and perpendicular diffusion anisotropy. Because the pitch-angle distribution anisotropy is so large, a small uncertainty in the magnetic field direction can produce very different solar wind speeds ranging from ∼0 to >400 km/s. In fact, if the magnetic field is chosen to be in the Parker spiral direction, which is consistent with the magnetometer measurement on Voyager 1, the derived solar wind speed is still close to the supersonic value. Only the two lowest-energy channels of the LECP instrument may give a definitive answer to the solar wind speed. However, because these channels contain a very high level of cosmic ray background, an uncertainty of just a few percent in the background can entirely hamper the estimate of solar wind speed.     

The effects of the solar magnetic polarity and the solar wind velocity on Bz-component of the interplanetary magnetic field

We have studied the effect of both solar magnetic polarity and the solar wind velocity on the Bz-component of the interplanetary magnetic field, IMFBz, for the minimum activity of the solar cycles 21, 22, 23 and 24. We made a statistical study of IMFBz in the first section which is considered as an extension of Lyatsky et al. (2003). They made a statistical study of IMFBz for two periods of minimum solar activity 22 and 23 related to 1985–1987 and 1995–1997 when the solar magnetic field had opposite polarity. Our results seem to be consistent with the results obtained by Lyatsky et al. (2003). We found that there is a dependence of IMFBz on the IMFBx and the solar magnetic polarity for the minimum periods of the selected four solar cycles. In addition, we found that there is a dependence of IMFBz on the solar wind velocity.