GEOPHYSICAL RESE•CHLETrERS, VOL.19,NO.23,PAGES 2353-2356, DECEMBER 2, 1992 SAMPLINGBIAS IN VGP LONGITUDES GaryD. Egbert College ofOceanography, Oregon State University, Corvallis Abstract. I deriveprobability densities for virtualgeomag- VGP statistics by suchunevensampling is oftenmentioned neticpole(VGP)longitudes for a generalstatistical modelof as a potentialuncertainty in thesestudies[e.g., Valet et al., localmagnetic fieldvariations. I showthatevenfor very 1992], and some efforts have been made to allow for this simplestatistically homogeneous modelsof secularvaria- complication [Constable,1992]. Here I explicitlyaddress thequestion of whethera uniformdistribution of VGP longitudesshouldbe expectedin PSV or reversaldatawhenthe distribution of fieldsampling sitesis non-uniform. tion, thedistribution ofVGPlongitudes ispeaked 90øaway fromthe samplinglongitude. Thus, when sitesare distributedunevenly, a non-uniform overall distributionof VGP longitudes is to beexpected. Analysis of therecent geomagneticfieldindicates thatthisbiascanbesignificant, particu- Directional Densities and the VGP Transformation laxlywhenrandomerrorsin paleomagnetic dataareallowed for. It is possiblethat someof the deviationsfrom uniformityseenin recentcompilations of paleomagnetic reversal TheVGPtransformation is a one-to-once mapping b' ---> •v from the local magneticfield direction(b') to the direction dipolewhichwouldcause thisfield.It andsecular variationdataare a statistical artifactresulting (•) of a geocentric haslongbeenappreciated thatthe scatterof localfielddirectionsmeasuredin a seriesof lava flowsis distorted(bothin shapeand magnitude)by this transformation[Cox, 1970]. HereI deriveexpressions for VGP directionaldensitiesfor a fromthe distortionof the VGP transformation,and the non~ uniformity of paleomagnetic samplingsites. Introduction general statistical model of variations in local field direc- Recentlyseveralgroupsof researchers havenotedsystematic patternsin virtualgeomagnetic pole (VGP) longitudes duringreversals,whichtheyhaveinterpreted in terms tions. ofcore-mantle dynamics[Tric et al., 1991;Clement,1991]. However,the significanceof theseobservations is in some here are invariantunder rotations about the Earth's axis, it dispute [Valetet al., 1992;Langeriset al., 1992]. Usingthe rangeof colatitudes 0o. Two fight handedCartesiancoordi- highestquality data from a limited number of reversals, nate systemsare considered. In the "standardcoordinate Valetet al. [1992] testedthe statisticalsignificance of these claims,and concludedthat the evidencefor VGP pathsystematics is not yet compelling. Subsequently, Laj etak [1992]have pointedout that when more sophisticated methods of analysisare appliedto a slightlylargerset of reversaldata, the VGP systematicsbecomestatistically significant. To setnotationI beginwith a formaldevelopment of the VGP transformation. Since all statistical models considered sufficesto considerobservations at longitudeqb=0, for a system" •, is aligned withtherotation axis,and• pointsin the directionq)---0.The local coordinatesystemat the samplingsite(to = r(sin0o,0, cos0o)in the standardsystem)is obtained by rotatingthe standardcoordinate framean angie 0o alongthe meridianq)=0so thatthe •,'= •o. I will use primesto indicatethatthe components of a vectorshouldbe interpretedin the local coordinatesystem,and "hats"to VGPshavealsobeenusedin studies of pale0-secular varidenote unitvectors (thus• = v,•lvll).Thecomponents in the ation(PSV)data. Constable [ 1992]foundthatthehistogram standardand local coordinatesystemsof a fixed vectorare of VGP longitudes computedfor a set of 2,244 PSV data related viax' = Ux andx = Urx', where fromthelast5 My hastwo approximately antipodal peaks, nearthelongitudes whichseemto bepreferred for thereversalVGPpaths.Herestatistical testsdemonstrated unequivocallythatthe VGP longitudes deviatedsignificantly froma cos0o 0 sin0o U= 0 1 0 . -sin0o 0 cos0o uniformdistribution,and Constableconcludedthat the PSV dataprovideevidence for persistent non-zonal components It isreadilyverifiedthatthemagneticfieldsobserved at ro of thegeomagnetic field. In all of thesestatistical tests,a for a dipoleat the originwith momentd' areb'= Vd', where uniform distribution of VGP longitudes wastakenasthenull (with all vectorsexpressed in the local coordinate system) hypothesis. V = c diag[ -1, -1, 2 ]. Here c is a constantwhich,because ForboththereversalandthePSV data,sampling sitesare we are ultimatelyinterestedonly in directions,can be set to veryunevenly distributed. Forinstance, forthePSVdataset 1. Thus,whenexpressed in the standard coordinate system, used byConstable therearetwolargeholes (75o and45ø the VGP is wide)in longitudinal coverage. The potentialbiasingof Copyright 1992by theAmerican Geophysical Union. Paper number92GL02549 0094-8534/92/92 GL-02549503.00 •(b')= uTv-1b'AIUrV -• b'11 With thisformulation VGPsareexpressed in Cartesian coordinatesasunit vectorswhichare simplyrelatedto the local magnetic fieldvectors. •In fact,withpaleomagnetic dataonly the directional vectorb'= b'/•]b'[[is generally available for computation of theVGP. However 2353 2354 Egbert:Sampling Biasin VGP Longitudes Cv(fy) = Cv(b') P•.((D) = [2/cD(D-2cos2(D + sin2(D)] -1ß (2) sothiscomplication is only apparent.The statistical proper- (5) Foran isotropic localfieldcovariance (%x=Cyyy =%•), ties of VGPs are insensitive to when or how magnitude informationis lost. In the following it will often be con- PL(q)) issharply peaked 90ø away fromthesampling site, venientto applythe VGP transformation (1) directlyto the The plotteddensityis perhapsunrealistic, sincethescatter in unnormalizedlocalfields;thisis justifiedby (2). In general themagnetic fieldobserved at•o canbewritten b' = bAo'+ bsr' = dVU•,+ bsv', withthenon-uniformity greatest atlow-latitudes (Figure 1). localfielddirections is notgenerally isotropic [Cox,1970; Harrison, 1980; Merrill and McElhinny, 1983]. Nonetheless,this exampleillustratesthe centralthrustof this note: isotropicvariationsin local field directionswill resultin whered is a scalargiving magnitudeand polarityof the VGPlongitudes whichtendto be offset90o fromthesam- dominant axialdipoleb•D'. Theremainder of thefield,bsv' pling longitude. In the next sectionI will considersome moreplausiblestatisticalmodelsof secularvariationscatter. (the "secularvariation"),includesboth dipolewobbleand thenon-dipolefields.Ourgoalis to derivethestatistical distribution of VGP directionsfor some simple, but in fact fairlygeneralstatistical modelsford andbsv'. First,! consider the simplercaseof themarginaldistribution of VGP longitudes.Let Pa be thematfixwhichprojects ontothe horizontalcomponents of theVGP. Then,with the VGP as defined in (1), the VGP longitude q• can be represented in Cartesiancoordinates by the unittwo-vector ,, [cosq)• Pa•(b')_ Pav(b') vL First I sketcha derivationof the full VGP directionalden- sity. Evenwhentheultimateinterest is in VGP longitudes, thefull VGPdistribution mayberequired.Forexample, this would be necessaryto compute the distributionof the weighted average VGP longitude statistic MVL =tan-l(•vyi/•Vxi) used byValetetaL[1992] toaverage VGP longitudesduringa reversaltransition. We assume b' = dVU•,+ bsv',whered is a fixedconstant andbsv'is Gaussian with covariance matrix•;sv. Thenthe unnormalized VGPv(b')= d•,+ uTv-• bsv'hasmeand•,and covariance matrix Y-,v = UTV-•Esv V-•U. Let u = ZT'Av(b ') = dZT'A•. + e. Thentherandom vectore is =LsinJ = IIPa•(b')ii IIPav(b')ll I!v,il In thefollowingI referto •L astheVGPlongitude, andv• as Gaussianwith covarianceI, andthe corresponding unitvec- the "unnormalizedVGP longitude".Since tor fi = u/lluilhas an angularGaussiandistribution, with parameterss=Z• •]Z• zll and m =llZ• zll. Watson v• = Pav(b')= PaUrV-•bsv ', (3) [1983;sec.3.7] showsthat this distributionis well approxithemarginalVGP longitudedistribution candependonlyon matedby a Fisherdistribution withlocation parmeter•, and the statisticalpropertiesof bsv',not on the modelassumed a dispersionparameterk which is a function of m. Watson for the axial dipolepart of the field. Undermild assumptions [1983, pp 117-118] gives asymptoticforms for small and concerning the randomvectorbsv',an exactexpression for large m theprobability density of •L canbegiven. First,assumethatbsv'haszeromeanwith covariance E[bsv'bsv 'r] = Zsv= k(m)= 4(2•:)-'Arn m <1 k(m)- m2 m>>l, and a brief table for intermediate values. ¬^ •A" Thedensity oftheVGP• = Zv fi/'IlZi;ullcanbecalculated (where Z'sZv is thelowertriangular partof theCholesky usinga slightgeneralizationof the transformationapproach decomposition ofZsv).Thenthevector u'= Z?bsv'neces- usedabove[Watson,1983;Eq. 3.6.4]. In termsof theFisher •A" sarily has an isotropiccovariance, with E[u'u'r]=I . Assume furtherthattheunitvectors 6'= u?llu'llhavea uniform distribution. This will holdwhenbsv'hasan ellipsoidaldensitycenteredat theorigin(i.e., whenthejoint den- sity of u' is radiallysymmetric).A specialcasewhich satisfies thisconditionis theGaussian modelfor bsv'of Con- density pF(fi;•,k)andfi = Z7 •/•[Z7 vii,theresultis pu() = lY-.I- p(u;s,k(m))IIrZTvl1-3"2 (6) = k(m)exp[k (re)p][4xsinh k(m)IZul II•vrz•X½ll3/2] -z where p= rv(b')rZ7 9)-'A (,rZ7 stableand Parker [ 1988]. The unnormalized VGP longitudevectorVLgivenin (3) has2x2 covariance matrix•L=PtlUTV-I•svV-1UpH T. Furthermore, ZZ v,/llZZ'v11 is uniformly distributed on -•A the unit circle,so w = vMIZ vll is a lineartransformation of a uniformly distributed random direction. But w/llwll = cry, sothetransformation approach outlined by Watson[1983,pp 109-110]canbeusedto compute thedensity of the randomlongitudinal directionvector•, =•. FromEq. (3.6.7) of Watson,thisis 2.5 2.0 0o =0ø ,,•1o,..5 .5 .0 whereI ZL I denotes thedeterminant of The density has a particularly simple form when -lOO o lOO Degrees East of Sampling Site Zsv= diag[c•xx, c•w, Cyzz]. Inthiscase, •;L=C•yy diag[D 2,1] Fig. 1. Normalized VGP longitude densities, for anisotropic vL= (cosq•,sinq)),andsimplifying(4) we find sharply peaked 90øawayfromthesampling site. of localmagnetic fieldvariations. Thedensity is where D2=cos2•)oCYxx/(Iyy + sin200cYzz/4(Syy. By writing distribution Egbert: Sampling BiasinVGPLongitudes 2355 1.4 • 8o=O' 1.2 4 .8 X I= ,6 I:: • 2.54 .2 .0 -100 00=90' .4 - 00 = 30" .2 .6 0 .0 100 I .... I I 0 -lOO Degrees East of Sampling Site 100 Degrees East of Sampling Site Fig. 2. Densities for2 < k"2< 3.5insteps of0.25forasiteat Fig.3 Densities forr 2 = 2.54(thevaluesuggested by the 30ølatitude. recentgeomagneticfield, when isotropicrandom and sys- Eq. (6) is actuallyquite genera/,sinceit can be usedto tematic errors areallowed for),for fivelatitudes (0ø,22.5ø, 45ø,67.5øand90ø). compute the densityof VGP directions for anymeanand covariance of the local field with a Gaussiandistribution.In fact,thisdistributional assumption is muchstronger than required.The resultholds(approximately) providedthe Fisherdistribution is a reasonable approximation to the As thegradientof a randomscalarpotentialarisingfrom internalsources, bsv'can be expanded in sphericalharmonics as bsv'(r)=-V• • (a/r)l+ialmYlm(•). (necessarily isotropic)scatterin fi aboutits mean.When l=lrn=-I d=0, pv(fi;•,k)reduces to a uniform density, and(6) Sincethe covarianceof the random potential is assumed reduces to pv(•)= [4•1• I'/•(•rZ•)•/2]-• . (7) invariant under all rotations (i.e., Cov[q)(rl),q)(r2)] = Cov[q)(Wrl), q)(Wr2)]for all rotations Eq.(7) couldbeusedfor modeling themarginaldistribution W) the randomcoefficientsaim must have zero mean and covariance Ealmarm' =c•tt'•m=' [e.g.,Yaglom, ofVGPs during areversal, byincluding random axialdipole diagonal variations in Zsu. 1961]. Furthermore,the covariance matrix of the field componentshasthe form [Constableand Parker, 1988] Statistical Modelsfor bsu' Ebsv'rbsv '= 23s•= c•2n diag[!,1, r 2] Theexample of Figure1 demonstrated thatanisotropic distribution forbsv'resulted in a highlynon-isotropic distribution of VGPs.However, Cox[ 1970]haspointed outthat VGPsaremorenearlyisotropicthanlocalfielddirections. Furthermore, it hasfrequently beenargued [e.g.,Harrison, 1980; Merrill and McElhinny, 1983; McFaddenand McElhinny, 1984]thatsecularvariationnecessarily should leadto isotropic scatter in VGPs.Thiswouldsuggest that thebiasevidentin Figure1 may not be relevantto real paleomagnetic VGP distributions. It is instructiveto consider the statisticalmodel for the geomagnetic field of Constableand Parker [1988]. In this (8) c•2• =l---1 X;/(/+1) c• {Xz 2=Z (/+1)2c•? r2= c•z2/c•2• 2 ' /=1 Bysetting rt2 = 2+2//wecanwrite r2= Zwtz:t 2 wherewt= I (l+l)c•t 2 l (l+l)c• (9) areweights whichsumto one. Thusr 2 is theweighted average of •q2= 2+2//. It followsthat2 < k-'2_<4 andthat r 2 = 4 onlyif ts•= 0 for all 1> ! - i.e.,onlyif thefieldis alwayspurelydipo!ar.Conversely, r 2 approaches 2 for fieldswhichare dominatedby shortwavelengthfeatures. The densityof VGP longitudesfor this modelis given by model bsu'is a sample fromanhomogeneous (i.e.,rotationallyinvariant in a statistical sense) random process onthe sphere. It mightwell be arguedthatthismodelis overly simplistic. However, it hasthemaximum conceivable sym- (5) with D 2 = cos20o+(r2/4)sin20o ' For r 2 = 4, or for 0o= 0øor 180ø(sampling atthepole),D = i andthedensityisuniform. Otherwise k is peaked 90ø awayfromthe mew amongall modelsdominatedby an axial dipole,and small K2 (Figure 2),andatlowlatitudes (Figure 3). r 2 canbeestimated fortherecent geomagnetic fieldusing thusseems a reasonable null hypothesis modelwhenone seeks to demonstrate thatpaleomagnetic datarequiresome further breakdown ofsymmetry. TABLE 1. Covariance ZsuEstimated fromDGRF-85 Bx By Bz samplingsite. The deviationfrom uniformityis greatestfor theDGRF models[e.g.,Langel1992]. One way to dothisis tousetheGauss coefficients toestimate ry?andthenuse(9). ForDGRF-85thisyieldsanestimate of r 2 = 3.30. An alternativeapproach,which also allowsa check on the form of the covariancematrix predictedby the homogeneous statisti- ca/model,is to usethe DGRF modelsto directlycompute Bx 1.10 By 0.31 0.91 Bz 0.18 0.04 3.16 All entries arenormalized by theaverage horizontal field variance ({5xx + {5yy) = 3.97x107nT 2. the averageof Zsvacrossthe globe. The resultsfor DGRF85 (Table1) arereasonably consistent with (8), andsuggest avalue ofr2= 3.16.Thedeviations (i.e.,c•xx ,•C•yy; nonzero off-diagonalelements)are of questionable significance, consideringthat only a singlerealizationof the field is available. Egbert: Sampling BiasinVGPLongitudes 2356 References Forr 2 = 3.16- 3.3thedeviation ofVGPlongitude density from uniformis _+10%or less(Figure2). However,random errorsin the paleomagnetic observations, whicharelikely to be moreisotropic[e.g.,Merrill andMcElhinny,1983],can increasethisbiassignificantly.The summaryof datafrom thepast5 my givenby McElhinnyandMerrill [ 1975;Table 3] suggests thatwithin-site variabilityincreases thescatter in average fielddirections for individual lavaflowsby approximately 10%. Assumingthis represents isotropicmeasurement error, and that the covarianceof the local field due to PSVisoftheformZsv= o•diag[1,1,k--2], thecovariance of the recorded fields will be approximately 1.2xo•diag[1, 1,r•2l wherer•2 = (r2+.2)A.2is theeffectivevalueofr 2. Fork-'2= 3.16,re2 = 2.80.Allowing forthe possibilityof correlatedor systematic errorswhichdo not affect within-sitescatter(e.g., tectonicrotationor tilting, localmagnetic anomalies, secondar• overprinting, orrock magneticcomplications), reduces•c• further. For instance, assuming thattheseerrorsarecomparable to thoseestimated from the within-site scatter (so that total errors increase between flowscatter by20%)yields r•2 - (r2+.4)/1.4 = 2.54. Forthisvalueof r 2 deviations fromuniformity reach+_25% at low latitudes(Figure 3). The resultsgivenhereare not reallyinconsistent with the conclusions of previous workers. Evenwithr 2 =2.5,the VGPsareindeedmorenearlyisotropicthanlocalfielddirections. However,as theseresultssuggest, neitherdistribution is likely to be purelyisotropic. Conclusions Clement, B.M., Geographicaldistributionof transitional VGPs: evidence fornon-zonal equatorial symmetry during the Matuyama-Bmhnes geomagnetic reversal, Earth planet.Sci.Left., 104, 48-58, 1991. Constable, C.G.,Link betweengeomagnetic reversal paths andsecularvariationof the field overthe past5Myr, Nature, 358, 230-233, 1992. Constable, C.G.andR.L. Parker,Statistics of thegeomagneticsecular variationfor thepast5m.y.,J. Geophys. Res., 93, 11,569-11581, 1988. Cox, A., Latitude dependenceof the angulardispersion of the geomagnetic field, Geophys.J. R. Astron.Soc.,20, 253-269, 1970. Harrison, C.G.A., Secular variation and excursionsof the geomagneticfield,J. Geophys.Res., 85, 3511-3522, 1980. Laj, C., A. Mazaud, R. Weeks, M. Fuller, and E. HerrerroBervera, GeomagneticReversalPaths,Nature, 359, 111112, 1992. Langel, R.A., International GeomagneticReferenceField 1991revision,Geophysics, 57, 956-959, 1992. Langeris,C.G., A.A.M. vanHoof, andP. Rochette,Longitudinal confinementof geomagneticreversal paths as a possiblesedimentary artifact,Nature,358, 226-230, 1991. McFadden,P.L. andM.W. McElhinny,A physicalmodelfor paleosecular variation,Geophys.J. R. Astron.Soc.,78, 809-830, 1984. McElhinny,M.W. and R.T. Merrill, Geomagnetic secular variationoverthe last 5my,Rev. Geophys. SpacePhys., 13, 687-7 08, 1975. I have shownthat even for simplesphericallysymmetric statistical models for secular variation of local magnetic fields,VGPlongitude densities will be peaked 90ø away from the sampling site. This departurefrom uniformity should bemostsevereatlowlatitudes, andwhenr 2 is small. Tric, E., C. Laj, C. Jehano,J.-P.Valet, C. Kissel,A. Mazaud, andS. Iccarino,Highresolution recordof theupperOlduvai transition from Po Valley (Italy) sediments: support for dipolar transitiongeometry?,Phys. Earth planet. Inter., 65, 319-336, 1991. Forplausible effective values ofr 2 (which allowformeas- Valet, J.-P., P. Tucholka,V. Courtillot,and L. Meynadier, urementerrors)the bias can be substantial. A 90ø offsetfromtheconcentration of sampling sitesis Paleomagneticconstraintson the geometry of the geomagneticfield duringreversals,Nature, 356, 400-407, very clearin the PSV VGP longitudehistograms presented 1992. by Constable[1992], and was alsonotedby Valet et al Merrill R.T. and M.W. McElhinny,The Earth's Magnetic [1992] in mean VGP longitudescomputedduringreversals. Field,AcademicPress,London,401 pp., 1983. While it is by no meansclearthatthisbiaseffectcanexplain Watson,G.S., Statisa'cs on Spheres,JohnWiley andSons, thesystematics seenin palcomagnetic VGPs,thispossibility New York, 238 pp., 1983. shouldbe carefullyconsideredbeforemoreexcitingphysical models are endorsed. Yaglom,A.M., Secondorderhomogeneous randomfields,in Proceedingsof the Forth Berkeley Symposiumon The modelsgiven here make explicit predictions(e.g., concerningthe latitudinal dependence of the bias) which couldbe tested. This might help to establishhow important this effect is. In any event,futureeffortsto rigorouslytest the statisticalsignificanceof VGP systematics shouldprobably adoptthe generalapproachelucidated hereandbegin from more realistic null hypothesismodels of the actual magneticfieldvariations, sothattheycanincorporate possible biasdueto unevensamplingontheEarth'ssurface. G.D. Egbert, College of Oceanography, OregonState University,Oceanography Admin.Bldg. 104,Corvallis,OR, Acknowledgments: I thank R.T. Merrill and S. Levi for helpfuldiscussions. (ReceivedSeptember25, 1992; acceptedOctober26, 1992.) Mathematical StatisticsandProbability,vol. 2, pp. 593622,Universityof CaliforniaPress,Berkeley,1961. 97330-5503.