3.2.1. Velocity Dispersion
A test particle on a near-circular orbit has a well-known relation between rotational velocity
and gravity
g, namely
. The relation is more complicated for a pressure-supported system, where the typically eccentric orbit of each particle means that its instantaneous velocity is not a meaningful constraint on the potential. Instead, one must consider the problem statistically. This can be done using the MOND generalization of the virial theorem [
115]. Its equation 14 states that for an isolated system in the deep-MOND limit with an isotropic velocity dispersion tensor, the mass-weighted LOS velocity dispersion
This applies to any modified gravity theory of MOND [
116], thereby providing a good starting point for estimating what MOND predicts about an isolated pressure-supported low-acceleration system. The 3D velocity dispersion is
, so formulae in the literature may differ depending on which measure of velocity dispersion is intended. Observational studies generally focus on
. As with Newtonian gravity, the application of the virial theorem is subject to the usual caveats, for instance that the system should be in equilibrium. Moreover, the velocity dispersion tensor could be anisotropic, which would require a more complicated treatment such as solving the Jeans equations (Equation (
53) in spherical symmetry). In this case, the 3D velocity dispersion would still be
.
An important aspect of Equation (
49) is that the MOND dynamical mass
, which is much steeper than the Newtonian scaling of
. As a result, the early claim of a severe discrepancy between MOND and the observed
for some dwarfs [
234] was later resolved through better measurements and by properly taking into account their uncertainties [
235]. This is just one of many examples where claims to have falsified MOND were later shown to be premature, with better data actually agreeing quite well with MOND.
The premature claims sometimes rely on an incomplete treatment of MOND, which reduces to Equation (
49) only for isolated deep-MOND systems in virial equilibrium with an isotropic velocity dispersion tensor. The authors of [
236] used
N-body simulations conducted by [
237] to overcome two important limitations of Equation (
49), namely the assumption of having an isolated system in the deep-MOND limit. The authors of [
236] analytically fit the earlier
N-body results in their Section 2, coming up with a very useful series of formulae to predict
for a system where the external field is non-negligible and where the gravity is a possibly significant fraction of
. Their formulae yield the correct asymptotic limits. Though the underlying
N-body simulations are based on an interpolating function with a sharper transition between the Newtonian and Milgromian regimes than Equation (
15), this should have only a modest effect on the results, and even then only if the typical gravity is close to
[
237]. In this case, we expect
to be slightly higher with a more realistic interpolating function.
It is also possible to estimate how the
implied by Equation (
49) should be altered to include departures from isolation and the deep-MOND limit, but without performing
N-body simulations [
238]. While their approach is less rigorous, it perhaps gives a more intuitive understanding of the corrections, which in their work are based on Equation 59 of [
72]. This uses the AQUAL formulation (Equation (
17)) with the simple interpolating function (Equation (
14)). Their prescription is to solve for the internal gravity
implicitly using
with
i and
e subscripts denoting internal and external contributions to the gravity as before.
The numerical values given by this approach are very similar to those obtained by [
236] based on fitting
N-body results, as demonstrated in their Figure 3 (reproduced here as our
Figure 5). This shows
for a spherical Plummer distribution of stars with
for different internal and external gravitational fields, considering both Equation (
50) and the fit of [
236] to the numerical AQUAL simulations of [
237], which used the standard interpolating function
. The approaches broadly agree, but a systematic offset is apparent when the internal and external gravity are both very weak. The reason is that the angle-averaged radial gravity should be boosted by a factor of
if the EFE dominates, a consequence of the AQUAL EFE-dominated potential being [
110]:
This is analogous to the QUMOND result in Equation (
34), with
being the logarithmic derivative of
with respect to its argument. Since
, there are only slight differences between the two approaches, e.g., the factor of
in AQUAL becomes
in QUMOND. Another useful relation is
(Equation 38 of [
111]). The EFE-dominated solutions in QUMOND and AQUAL were also compared in [
63].
However, the factor of
is not correctly obtained from Equation (
50) in the appropriate asymptotic limit
. By linearizing the
function, it is straightforward to show that Equation (
50) reduces to
Since
in the deep-MOND limit, the approach of [
72,
238] implies
, yielding a factor of 0.5 where there should be
in AQUAL or QUMOND. An extra factor of
in the gravity should translate to a factor of
in the velocity dispersion, so we expect
to be
higher in numerical simulations. This is indeed roughly the case in
Figure 5. We therefore recommend using the fit of [
236] to numerical determinations of
as shown in this Figure. Its results can be used directly if a curve is available for the appropriate
, bearing in mind that the plotted
should be scaled by
. The MOND boost to the Newtonian
can also be estimated by applying Equation (
38) to find
, the average factor by which the Newtonian radial gravity is enhanced in MOND. The enhancement to
should then be
, but this approach has never been demonstrated.
MOND fares well with
measurements of M31 satellites, where the EFE sometimes plays an important role [
240,
241]. For the classical MW satellites, MOND agrees reasonably well in the sense that the luminosity profile and global velocity dispersion are mutually consistent [
242]. For fainter satellites, care must be taken to ensure that the analysed object would be tidally stable in a MOND context (
Section 5.1). Restricting attention to galaxies which should be tidally stable in MOND, it agrees reasonably well with the observed
values of the classical MW satellites [
243] and dwarf spheroidal satellites in the LG more generally [
244].
N-body simulations show that the slightly problematic MW satellite Carina is in only mild tension with MOND because it requires
, somewhat higher than expected from stellar population synthesis modelling [
245].
In addition to the satellite galaxies of the MW and M31, the LG also contains non-satellite dwarf galaxies that can be used to test MOND. The authors of [
246] predicted
for the isolated LG dwarfs Perseus I, Cetus, and Tucana to be 6.5, 8.2, and 5.5 km/s, respectively, with an uncertainty close to 1 km/s in all cases due to the uncertain
(see their Section 3). Observationally,
of Perseus I is constrained to
km/s, with a 90% confidence level upper limit of 10 km/s [
247]. The reported
for Cetus is
km/s [
248] or
km/s [
249]. The latest measurements for Tucana indicate that its
km/s [
250], with the more careful analysis and larger sample size allowing the authors to rule out earlier claims that
km/s [
251,
252]. In all three cases, there is good agreement with the a priori MOND prediction, which is just Equation (
49) as these dwarfs are quite isolated [
246].
A more recent study considered a much larger sample of LG dwarfs, though again restricting to those which should be immune to tides [
253]. Those authors defined a parameter
by which the
of a dwarf galaxy would need to be scaled up for it to fall on the BTFR. In MOND, comparison of Equations (
46) and (
49) shows that we expect
for an isolated dwarf at low acceleration, which implies that scaling the velocity dispersions by
should reconcile them with the BTFR. After first establishing that the BTFR holds for 9 rotationally supported LG galaxies not in the SPARC sample that underlies
Figure 3, the authors then obtained
observationally. The values scatter in a narrow range around a median value of 2 if we assume that
. The median
reaches the MOND prediction of 2.12 if we assume a slightly higher
, which is quite reasonable for the typically old dwarf galaxies in the LG. Alternatively, the velocity dispersions could be higher than reported by 6% on average, which is also reasonable given the typical uncertainties and the sample size. Therefore, the main conclusion of [
253] was that MOND is able to account for the velocity dispersions of LG dwarfs that should be immune to tides, which is necessary to allow an equilibrium virial analysis. Since their sample generally avoids dwarfs near the major LG galaxies, the EFE should not have significantly influenced their results.
The application of Equation (
49) to the galaxy known as NGC 1052-DF2 (hereafter DF2) has received considerable attention because the observational estimate is significantly lower [
254]. However, their claim to have falsified MOND was swiftly rebutted in a brief commentary on the work because it did not consider the EFE from NGC 1052, which is at a projected separation of only 80 kpc [
255] for a distance to both galaxies of 20 Mpc [
256]. In addition to this deficiency, several choices were made by [
254] which pushed the observational estimate of
to very low values, worsening the discrepancy with Equation (
49). One of the most serious problems unrelated to the misunderstanding of MOND is that the statistical methods used to infer
were not well suited to the problem. Using instead basic Gaussian statistics returns a higher
[
236,
257], though still below the result of Equation (
49). Another issue with the work of [
254] is their claim to have discovered DF2 in an earlier work, even though it was clearly marked in plate 1 of [
258] and had the alternative designation [KKS2000]04. It is therefore clear that care must be taken before testing MOND with the photometry and observed
of a dwarf galaxy.
DF2 is very gas-poor [
259,
260], thereby providing model-independent evidence that it feels a non-negligible external gravitational field from a massive host galaxy. This is almost certainly the nearby NGC 1052, whose projected separation of only 80 kpc implies an actual separation of
kpc. This makes the orbital period rather short, causing the external field to be time-dependent on a scale not much longer than the internal dynamical time of DF2. Moreover, tides on DF2 should in principle also be considered as the virial theorem cannot be applied to an object undergoing tidal disruption, as seems to be the case for NGC 1052-DF4 [
261,
262]. These complications were handled using fully self-consistent
N-body simulations with
por [
102] in which DF2 was put on an orbit around NGC 1052 [
236]. Those authors also conducted simulations with
n-mody [
263] that include the EFE but not tides. The results of these simulations are shown in
Figure 6, which reproduces Figure 5 of [
236]. Their work clarified that non-equilibrium memory effects would be quite small in the case of DF2 for a wide range of plausible assumptions regarding its orbit around NGC 1052 (compare the
por and analytic results in the top panels). Such effects might be more significant elsewhere, but DF2 can be approximated as being in equilibrium with the present external field from NGC 1052. After pericentre passage,
of the dwarf takes time to rise towards its equilibrium value. This memory effect [
237,
264] is partially counteracted by tides inflating
(compare
por and
n-mody results in
Figure 6). Before pericentre passage, both effects are expected to work in tandem to inflate
above the equilibrium for the local EFE. The simulations of [
236] therefore support earlier analytic and semi-analytic estimates that show the observed
of DF2 is well accounted for in MOND given its observed luminosity, size, and position close to NGC 1052 [
238,
255]. The subsequently measured stellar body
of
km/s [
265] is consistent with the globular cluster-based estimate of
km/s shown in
Figure 6.
Equation (
49) and its generalization to higher acceleration systems feeling a non-negligible EFE (
Figure 5) only pertain to the system as a whole. This is suitable for unresolved observations, but in general we expect that
varies within a system. Assuming that it is spherically symmetric, collisionless, and in equilibrium, it would satisfy the Jeans equation
is the tracer density,
r is the radius,
is the velocity dispersion in the radial direction,
is the total velocity dispersion in the two orthogonal (tangential) directions (hence the factor of 2),
is the anisotropy parameter, and
is the inward gravity. The results are insensitive to an arbitrary rescaling of
.
Similarly to RCs, we expect the velocity dispersion profile to flatten at large radii in MOND rather than continue on a Keplerian decline, as would occur in Newtonian gravity. Thus, the flattened outer velocity dispersion profiles of some galactic globular clusters were used to argue in favour of MOND [
266,
267]. However, the outskirts of globular clusters would contain stars that are no longer gravitationally bound to the cluster but continue to follow its galactocentric orbit. These unbound ‘potential escaper’ stars can mimic an outer flattening of the velocity dispersion profile [
268], so MOND might not be the only explanation. Moreover, we do not expect significant MOND effects in a nearby globular cluster due to the galactic EFE (
Section 2.4).
A more distant globular cluster would be less affected by the EFE. If in addition its internal acceleration is small, then the cluster could serve as an important test of MOND [
237,
269]. One such example is NGC 2419, which is 87.5 kpc away [
270]. Analysis of its internal kinematics led to the conclusion that it poses severe problems for MOND [
271,
272]. However, it was later shown that allowing a radially varying polytropic equation of state yields quite good agreement with the observed luminosity and
profiles [
273,
274]. More importantly, it is very misleading to consider the formal uncertainties alone because there is always the possibility of small systematic uncertainties such as rotation within the sky plane.
Another system with known
profile is the ultra-diffuse dwarf galaxy DF44. Its global
was claimed to exceed the MOND prediction [
275] based on earlier observations [
276]. However, subsequent observations reduced the estimated
and revealed its radial profile [
277]. This is reasonably consistent with MOND expectations [
278]. Joint modelling of its internal dynamics and its star formation history in the IGIMF context showed DF44 to be in mild
tension with MOND [
279]. Its internal acceleration of
(see their Section 5) makes this a non-trivial success, though still somewhat subject to the mass-anisotropy degeneracy (Equation (
53)).
The agreement of MOND with both the low
of DF2 and the high
of DF44 despite a similar baryonic content in both cases is due to the EFE playing an important role in DF2 but not in DF44. The stronger external field on DF2 can be deduced independently of MOND based on comparing their environments. We therefore see that dwarf spheroidal galaxies can provide strong tests of MOND due to their weak internal gravity, but this makes them more susceptible to the EFE and to tides. The lower surface density also makes accurate observations more challenging, but it should eventually be possible to test the predicted velocity dispersions of, e.g., the 22 ultra-diffuse dwarf galaxies considered in [
280]. Note that since they used Equation (
50), the predictions are likely slight underestimates if the EFE is important (
Figure 5), which applies to the vast majority of their sample.
Observations are easier for a massive elliptical galaxy, but the central region tends to be in the Newtonian regime. Even so, MOND does still affect the overall size of the system. This is because if we assume that it is close to isothermal and in the Newtonian regime, then we run into the problem that a Newtonian isothermal sphere has a divergent mass distribution [
281], which is also the case for the NFW profile expected in
CDM [
282]. However, isothermal spheres in MOND have a finite total mass [
283], as do all polytropes in the deep-MOND regime [
284]. Thus, a nearly isothermal system that formed with a radius initially much smaller than its MOND radius (Equation (
18)) should expand until it reaches its MOND radius. At that point, further expansion would be difficult due to the change in the gravity law. This argument does not apply to low-density systems initially larger than their MOND radius, but we might expect that a wide variety of systems were initially smaller. These would end up on a well-defined mass–radius relation. Elliptical galaxies do seem to follow such a relation, which perhaps explains why their internal accelerations only exceed
by at most a factor of order unity [
285]. Moreover, the DM halos of elliptical galaxies inferred in a Newtonian gravity context have rather similar scaling relations to the PDM halos predicted by MOND [
286].
The stars in an elliptical galaxy can serve as tracers of its potential even if they cannot be resolved individually. This has led to observational projects such as ATLAS
3D [
287] and SDSS-IV MaNGA [
288], an extension of the original Sloan Digital Sky Survey (SDSS [
289]). The so-obtained stellar
profiles of 19 galaxies reveal a characteristic acceleration scale consistent with
as determined using spirals [
290]. While the uncertainties are larger and their study consists of 387 data points rather than the 2693 in SPARC [
167], it is still important to note that MOND works fairly well in elliptical galaxies.
This success may seem trivial due to the high accelerations. However, there is no reason for physical DM particles to avoid high-acceleration regions. As a result, it is entirely possible that the central regions of elliptical galaxies should contain more DM in the
CDM picture than PDM in the MOND picture. Indeed, the rather small amounts of missing gravity in the central regions of elliptical galaxies are actually problematic for
CDM, but this can be explained naturally in MOND if the interpolating function is chosen appropriately [
140]. This is shown in their Figure 3, which we reproduce here as the left panel of our
Figure 7. When
, the predicted extra gravity from the DM component is too large to sit comfortably with the data if a Burkert profile is assumed for the halo. The other panels in Figure 3 of [
140] show that the discrepancy is worse for the NFW profile predicted in
CDM [
282]. In MOND, it is possible to accommodate the observations with a sufficiently sharp transition from the Milgromian to the Newtonian regime at these high accelerations, e.g., with an exponential cutoff to the MOND corrections (Equation (
48)).
That
CDM yields too much DM in the central regions of massive galaxies is also evident from a different semi-analytic prescription to assign a baryonic component to purely DM halos [
291]. As shown in their Figure 2 and stated in their equation 19, their simulated RAR is well fit by the interpolating function
We use the right panel of
Figure 7 to show this as a relation between
and the halo contribution
. This allows a comparison with the binned observational results from Table 1 of [
140]. The dotted red lines show the estimated intrinsic dispersion of 0.2 dex in the simulated
(Section 4.1 of [
291]). The uncertainty in the mean simulated relation is much smaller due to a very large sample size. As a result, the simulated RAR is discrepant with observations at the high-acceleration end. In particular, the extra halo contribution must peak at
and start dropping thereafter, but the simulation results indicate that
continues rising with
. This is essentially the same result as shown in the left panel of
Figure 7, but with a different “baryonification” scheme [
294]. Another issue is that the intrinsic dispersion in the total
g at fixed
is expected to be 0.075 dex [
291], but observationally “the intrinsic scatter in the RAR must be smaller than 0.057 dex” (Section 4.1 of [
170]). It is therefore clear that the results obtained by [
291] are actually very problematic for
CDM, contrary to what is stated in their abstract. The main reason seems to be that they only considered data on galaxy kinematics [
295], but strong lenses also provide important constraints, especially at the high-acceleration end (Section 2 of [
140]; see also
Section 3.4). The discrepancy is related to the expected adiabatic compression of CDM halos due to the gravity from a centrally concentrated baryonic component [
296,
297]. If
is higher in elliptical galaxies than typically assumed due to a higher proportion of stellar remnants (as expected with the IGIMF theory), then
would have to be smaller still, worsening the discrepancy with
CDM expectations.
Planetary nebulae can also serve as bright tracers that should have similar kinematics to the stars. This technique was used in three intermediate luminosity elliptical galaxies, revealing an unexpected lack of DM when analysed with Newtonian gravity [
298]. These observations can be naturally understood in MOND due to the high acceleration [
299]. The problem was revisited more recently with better data on those three galaxies and newly acquired data on four more galaxies [
300]. Their analysis confirmed the earlier finding that MOND provides a good description of the observed kinematics.
Though fewer in number than stars, satellite galaxies must also trace the gravitational field modulo the mass-anisotropy degeneracy (Equation (
53)). This technique was attempted by [
243], who found that it is possible to fit the observations of [
301] if the velocity dispersion tensor transitions from tangentially biased (
) in the central regions to radially biased (
) in the outskirts. This was expected a priori from MOND simulations of dissipationless collapse [
302]. However, the mass-anisotropy degeneracy and possible LOS contamination mean that this is not a very sensitive test of the gravity law.
The satellite region can sometimes be probed using an X-ray halo, whose temperature and density profile allow for a determination of the gravitational field assuming hydrostatic equilibrium. The uncertainty is reduced somewhat as we expect
for collisional gas. This technique has been applied to NGC 720 and NGC 1521, yielding good agreement with MOND over the acceleration range
[
303]. The fit is less good in the central few kpc of NGC 720, but it is quite likely that the assumption of hydrostatic equilibrium breaks down here [
304], possibly due to feedback from stars and active galactic nuclei. Additional studies of X-ray halos around elliptical galaxies are reviewed in [
305], with the results for 9 well-observed galaxies summarized in Figure 8 of [
211]. We reproduce this as our
Figure 8, showing how the results fall on the RAR traced by the RCs of spiral galaxies. The RAR is thus not unique to rotationally supported systems or to rotational motion, nor is it confined to thin disc galaxies.