Shear Conventions

A shear field (or in general an arbitrary spin-2 complex field) is described by two real numbers in the input Catalog, called \(g_1\) and \(g_2\). The complex-valued \(g\) is defined as:

\[g = g_1 + i g_2 = |g| e^{2 i \phi}\]

These values are used in all “G” correlation function classes: GGCorrelation, NGCorrelation, KGCorrelation, and GGGCorrelation.

Spin-2 fields have the property that when the coordinate system rotates by an angle \(\theta\), the complex value changes by a factor of \(\text{exp}(-2 i \theta)\). That is, they transform as an ellipse or a “headless” line segment (where neither end is special, unlike a vector). When the coordinates are rotated by 180 degrees, the ellipse or line segment is mapped back onto itself, and the shear value is unchanged.

Flat Geometries

For flat two-dimensional geometries, the definition of the shear phase is fairly non-controversial. The standard definition holds that \(g\) is positive real when the shear is oriented parallel to the x-axis. It is negative real when parallel to the y-axis. It is positive imaginary when parallel to the line \(y=x\). And it is negative imaginary when parallel to the line \(y=-x\).

_images/xy_shear.png

In other words, the phase angle \(\phi\) is measured counter-clockwise from the x-axis.

Spherical Geometries

For spherical or 3-d geometries, things get somewhat more complicated, because there is no consistent orientation that would work for all locations on the sphere. At the location of any particular galaxy, one can define a local rectilinear coordinate system where the shear is defined analogously to the flat geometry case, but these necessarily change as one moves around the celestial sphere.

TreeCorr uses the convention adopted by many recent weak lensing surveys, that the “up” direction is towards the north pole. As seen from Earth, this means that West is to the right. The measurement of the ellipticity of a galaxy involves rotating the local coordinates in the neighborhood of the galaxy such that north is oriented vertically, and then measuring the ellipticity in the normal way.

With this convention, \(g\) is positive real when the shear is oriented in the local E-W direction. It is negative real when oritented in the N-S direction. It is positive imaginary when oriented along NW-SE. And it is negative imaginary when oriented along NE-SW.

_images/nw_shear.png

Options to adjust the convention

Not all surveys and simulations conform to the above convention, particularly related to the sign of the two components. The most common alternative is to align the axes with north still up, but as seen from space looking along the path of the light bundle as it travels towards Earth. This flips the E and W directions, so West is to the left, not right. The upshot of this choice is that it flips the sign of the imaginary component, g2. Sometimes simulations choose conventions that are equivalent to flipping the sign of g1, either instead of or in addition to flipping g2.

Because of this variation in conventions, TreeCorr provides two input parameters to flip the sign of either component to match the standard convention. Setting flip_g1=True when making a Catalog will cause it to flip the sign of all the g1 values. Similarly, flip_g2=True will flip the sign of all the g2 values.

Vectors

All of the above discussion applies equally to the fields that have rotational properties with other spin values. For instance, a vector field is a spin-1 complex field:

\[v = v_1 + i v_2 = |v| e^{i \phi}\]

In flat geometries, the real and imaginary axes are +x and +y. In spherical geometries, they are West and North, respectively, as explained in more detail above.