How 6,451 accepted exoplanets were found, method by method and false claim by false claim, and how a catalogue shaped by instruments, algorithms and follow-up is turned into occurrence rates. The main lesson: the count is the easy part, and the denominator, measured by injection, recovery and reliability, is where both the science and the compute lie.
On 16 October 2026 the NASA Exoplanet Archive listed 6,451 planets outside the Solar System. Of these, 4,785 were credited to transits, 1,204 to radial velocities, 292 to microlensing and 98 to direct imaging, with a few dozen more found by timing, astrometry and stranger signatures. Read naively, the numbers say that transits are the best way to find planets and that astrometry hardly works. Neither statement is quite right. The numbers say how many planets each method was first to report and how many of those survived vetting, follow-up, peer review and the archive’s inclusion rules. They say almost nothing by themselves about how common planets are, because they lack the denominator: how many stars were searched, and which planets around those stars could have been found.
This chapter is about both halves. The first is a history of discovery, told as a history of validation. It shows how a coherent-looking astrometric orbit, a clean pulsar-timing residual and a Doppler wobble each came to be believed or disbelieved. The second half is the machinery that turns a catalogue into a population: completeness measured by injection and recovery, reliability measured against false alarms, and the Poisson likelihood that combines them. The detection methods themselves belong to Chapters 29 to 34. Here the subject is what their outputs mean when added up, and why calibrating a search costs far more compute than running it.
Three numbers that are not the same
Three quantities are easily confused, and the rest of the chapter depends on keeping them apart.
Catalogue yield is the number of accepted detections, perhaps sorted by method and year. Occurrence is the expected number of planets per star in a stated region of parameter space. Host fraction is the probability that a star has at least one planet in that region. The last two coincide only under restrictive assumptions about multiplicity, and an occurrence above one is physically ordinary: a star can have several small planets.
Let θ denote planet properties, zj the properties of star j, and λ(θ∣zj,ϕ) the intensity of planets per star, with population parameters ϕ. The measure must be stated. A common choice for transits is
λ(P,R∣z,ϕ)=dlnPdlnRd2N,
the number of planets per star per natural-log interval of period and radius. The occurrence in a region B is
fB(z)=∫Bλ(θ∣z,ϕ)dθ.
If planets in B are independent and Poisson distributed, the host fraction is 1−e−fB, not fB. An occurrence of 1 means a host fraction of 63%, and an occurrence of 0.37 means about 31%. Real systems are correlated, and a full description is a distribution over whole architectures. Two “Earth occurrence” numbers also differ in kind. The local density at Earth’s period and radius,
Γ⊕=dlnPdlnRd2NP⊕,R⊕,
is a density, whereas η⊕ is an integral over a defined habitable zone and size range. A density per decade is ln10≈2.3 times a density per natural-log interval (Foreman-Mackey et al. 2014; Mulders et al. 2018). A quoted Earth occurrence is incomplete without its stellar sample, its radius or mass interval, its period or irradiation interval, and its completeness and reliability models.
The archive’s own rules add a fourth layer. It accepts objects with mass or minimum mass up to 30 Jupiter masses, excludes free-floating objects, and requires adequate validation or follow-up and a refereed publication (NASA Exoplanet Archive 2024). The census therefore does not implement any formation-based definition of a planet, nor the deuterium-burning limit sometimes used, and studies of free-floating planets need a different catalogue and a different denominator (Chapter 32).
A history of discovery, and of false discovery
Barnard’s star
A coherent orbit that was not there
Peter van de Kamp’s 1963 paper drew on the 24-inch Sproul refractor at Swarthmore: 2,413 plates, 8,260 exposures and 609 nights between 1916 and 1962, with the interpretation resting on the consecutive series from 1938. He reported a perturbation of Barnard’s star with a period of 24 years and an apparent semimajor axis of about 0.0245 arcsec, and inferred a companion of 1.6 Jupiter masses (van de Kamp 1963). The amplitude was tiny, so the case rested on stability over decades.
Two investigations in 1973 undid it. George Gatewood and Heinrich Eichhorn measured 241 plates from the Allegheny and Van Vleck observatories with an overlapping-plate reduction and could not reproduce the orbit (Gatewood & Eichhorn 1973). John Hershey analysed a different star field, AC +65°6955, on 423 Sproul plates from 1937 to 1969, and found shifts that tracked the telescope’s history, including a discontinuity near 1949.2 when a new objective cell was installed and the emulsion changed (Hershey 1973).
The decisive evidence was a control field. Low residuals about a fitted orbit do not show that the noise model is right, and a calibration change shared by every star on the plate can imitate slow astrophysical motion. Planets reported around Barnard’s star in recent years concern different signals and do not rehabilitate the old claim.
Pulsars: a false planet and the first real ones
In July 1991 Matthew Bailes, Andrew Lyne and S. L. Shemar reported a companion of about 10 Earth masses in a nearly circular six-month orbit around PSR 1829−10, from timing with the 76-m Lovell telescope at Jodrell Bank (Bailes et al. 1991). In January 1992 Lyne and Bailes withdrew it. Their starting position for the pulsar was 7 arcmin from the true one. The software corrected arrival times for small position errors using a circular approximation to Earth’s orbit. At that unusually large offset, the eccentricity of Earth’s orbit left an 8-ms residual with a six-month period. Redoing the barycentric correction at the better position removed the planet. The story is often told as “they forgot Earth’s eccentricity”. The retraction tells a more useful one: a normally adequate approximation was used outside the regime where it was valid. The absence of similar residuals in their 300 other pulsars could not catch an error specific to one source (Lyne & Bailes 1992).
Aleksander Wolszczan and Dale Frail’s paper had appeared on 9 January 1992, a week before the retraction. Timing the 6.2-ms pulsar PSR 1257+12 with the 305-m Arecibo telescope, they found two planets with periods of 66.6 and 98.2 days and minimum masses of 3.4 and 2.8 Earth masses (Wolszczan & Frail 1992). The accepted history of exoplanets therefore begins with planets around a dead star, and the census still lists only eight planets found by pulsar timing. Chapter 31 covers the method.
51 Pegasi
Michel Mayor and Didier Queloz began monitoring 142 G and K dwarfs with the ELODIE spectrograph at Haute-Provence in April 1994. ELODIE reached about 13 m/s, by cross-correlating each spectrum against a template of about 5,000 absorption lines. Observations of 51 Pegasi began in September 1994. A 4.23-day orbit was computed in January 1995 and checked in intensive runs in July and September. The companion had a minimum mass of 0.47±0.02 Jupiter masses at about 0.05 AU (Mayor & Queloz 1995). The paper did not rest on a periodogram peak. It argued from low chromospheric activity, a rotation period inconsistent with the velocity period, photometric checks, and the absence of any phase variation in the line bisectors, so that the star’s own surface could not be producing the signal.
Why was the first planet around a Sun-like star a giant in a four-day orbit, when the instrument had been built partly with Jupiter analogues in mind? The Doppler semi-amplitude is
K=(P2πG)1/3(M⋆+Mp)2/31−e2Mpsini,
which for a circular orbit around a solar-mass star is 28.4 m/s for a Jupiter mass at one year, scaling as MpP−1/3 (Cumming et al. 2008). For a solar-mass host, a 0.47-Jupiter-mass planet at 4.23 days gives K≈28.4×0.47×(365.25/4.23)1/3≈59 m/s, more than four times ELODIE’s precision, and repeats its full cycle every four days. Jupiter itself, at 11.9 years, gives about 12.4 m/s and needs a decade to show one orbit. The first objects found were the ones the instruments responded to fastest, not a fair sample of planetary systems. That is the census’s original selection effect.
Independent observables
HD 209458 b joined two methods. David Charbonneau, Timothy Brown, David Latham and Michel Mayor observed two complete transits in 1999 with the small STARE camera, at times predicted by the Doppler orbit, and measured a radius of 1.27±0.02 Jupiter radii for the adopted stellar properties. Gregory Henry and colleagues independently observed a partial transit (Charbonneau et al. 2000). The planet is still credited to radial velocities: in the census, each planet has one discovery method, and a later detection by another method does not create another planet. Small discovery counts for a method therefore say nothing about its role in measuring masses or confirming candidates.
In 2004 the first secure microlensing planet appeared, OGLE 2003-BLG-235/MOA 2003-BLG-53, with mass ratio 0.0039 (Bond et al. 2004; Chapter 32). In the same year Gaël Chauvin and colleagues imaged, with VLT/NACO, a planetary-mass candidate about 780 mas from the young brown dwarf 2M1207, with a model-dependent mass of 5±2 Jupiter masses (Chauvin et al. 2004). It was rightly called a candidate, and it was a companion to a brown dwarf, not an image of a planet beside a Sun-like star (Chapter 33).
Kepler and validation at scale
Kepler changed both the scale and the meaning of “confirmed”. Most Kepler candidates orbit stars too faint for precise radial velocities, so their masses cannot be measured one by one. Timothy Morton and colleagues instead computed, for 7,056 Kepler objects of interest, the probability that each was an astrophysical false positive, using the vespa package. They found 1,935 with false-positive probability below 1%, including 1,284 newly validated planets (Morton et al. 2016). This was statistical validation without a mass for every planet. Morton and colleagues also describe the earlier approach of validating planets in multi-planet systems, which relies on the fact that false positives rarely come in multiples. Validation campaigns of this kind explain the steps in the curves below: the archive assigns 872 discoveries to 2014 and 1,504 to 2016, of which 1,432 are transits. A burst of validation produces a burst of “discoveries” with no burst in data.
Accepted exoplanets by discovery method, cumulative. Planets in the NASA Exoplanet Archive on 16 October 2026 (6,451 in all), counted by the year the archive assigns to their discovery and by the single method credited with it. This is today's catalogue sorted by discovery year, not a reconstruction of what was known in each year. The steps in transits in 2014 and 2016 are years of large statistical validations of Kepler candidates. 2026 is a partial year. Each method's curve starts in its first year with a credited discovery. Source: NASA Exoplanet Archive TAP, frozen 2026-10-17 03:57 UTC (16 October in California); ps default rows and pscomppars give identical method-by-year counts. Compiled in the book's z02 and e14 research dossiers.
The final Kepler catalogue, Data Release 25, made the selection process itself measurable. Susan Thompson and colleagues ran a fully automated vetting code, the Robovetter, on 8,054 objects of interest and classified 4,034 as candidates. They ran the same code on simulated data (injected transits, and real light curves inverted or scrambled in time so that no real transit could survive) and so measured both its completeness and its reliability (Thompson et al. 2018). The intellectual change was from removing suspicious objects to measuring what each removal does.
The census today
Discovery method (archive label)
Planets
Transit
4,785
Radial velocity
1,204
Microlensing
292
Imaging
98
Transit timing variations
29
Eclipse timing variations
17
Orbital brightness modulation
9
Pulsar timing
8
Astrometry
6
Pulsation timing variations
2
Disk kinematics
1
Total
6,451
The counts are aggregates of a frozen query to the archive’s table-access service, retrieved at 03:57 UTC on 17 October 2026, which was still 16 October in California. Two independent extractions, one from the composite-parameters table and one from the default rows of the planetary-systems table, agree in every method and year, and agree with the archive’s own statistics page (NASA Exoplanet Archive 2026a; 2026c).
Discoveries per year, by method. Accepted planets per assigned discovery year, for all methods and for the four largest. Years with no discovery by a method are omitted from that method's line. The 2014 and 2016 peaks (872 and 1,504 planets, of which 1,432 transits in 2016) record when large batches of Kepler candidates were statistically validated, not when telescopes became more sensitive. The 2026 values are partial, to 16 October. Source: NASA Exoplanet Archive TAP, frozen 2026-10-17 UTC; z02 figure-data dossier, series exoplanets_annual.
Three features of the annual curve stand out. Radial-velocity discoveries rose through the late 1990s and have run between 21 and 115 a year since 2005. Transit discoveries are dominated by the Kepler validation years, and have run between about 90 and 460 a year since. Microlensing discoveries, a handful a year before 2016, reached 51 in 2022 as the KMTNet survey matured and its archive was searched systematically (Chapter 32). The curves are today’s catalogue sorted by discovery year. They are not snapshots of what astronomers believed in each year, because retractions, delayed ingestion and reclassification all change a retrospective count. Discovery year is also not publication date: some discoveries assigned to 2025 have discovery papers published in 2026.
Reading the catalogue
The archive has two main tables, and they answer different questions. The Planetary Systems table, ps, has one row per planet per published solution, so counting its rows counts papers, not planets. Its default_flag = 1 subset gives one chosen solution per planet. The Planetary Systems Composite Parameters table, pscomppars, has one row per planet with columns filled from several papers. It is more complete but explicitly not necessarily self-consistent, which suits descriptive plots better than physical inference (NASA Exoplanet Archive 2026b). The census query is short:
SELECT disc_year, discoverymethod, COUNT(*) AS nFROM pscompparsGROUP BY disc_year, discoverymethodORDER BY disc_year, discoverymethod
The work in a reproducible census is not the query. It is freezing the response, checking unique names, summing the aggregates against the row-level download, and filling empty method-year cells with explicit zeros.
Masses need more care. Of the planets in the snapshot, 3,035 have masses estimated from a mass–radius relation rather than measured, 2,477 have provenance “Mass”, 924 “Msini” and 15 “Msin(i)/sin(i)”. “Mass” is itself heterogeneous: for imaged planets it is usually an evolutionary-model estimate from luminosity and age, not a dynamical measurement. A plot of mass against period that includes the imputed masses shows the mass–radius relation, not the planets.
Where each method finds planets: mass against orbital period. 3,035 accepted planets with a published mass or minimum mass and a catalogue period, excluding masses estimated from a mass-radius relation. Transits crowd short periods, where the geometric probability of transit and the number of transits are both high. Radial velocities extend to periods of decades and, for a handful of planets around nearby stars, below one Earth mass (mostly minimum masses). Imaging finds massive planets at long periods (its masses are mostly from evolutionary models). Microlensing is almost absent, not because it finds few planets but because 280 of its 292 planets have no catalogue period: it measures a projected separation, not an orbit. 72 of 98 imaging planets also lack a period. Source: NASA Exoplanet Archive pscomppars, frozen 2026-10-17 03:57 UTC; e14 research dossier. Composite rows may combine parameters from different papers.
The figure removes the imputed masses and keeps 3,035 planets that have both a measured mass or minimum mass and a period. Its shape is the classic discovery-space diagram, and every boundary in it is a selection effect before it is anything else. Transits pile up at short periods. Radial velocities reach longer periods and lower masses around bright, quiet stars. Imaging finds young, massive planets far out. And microlensing, with 292 planets, is nearly invisible, because 280 of them have no catalogue period at all. Microlensing measures a mass ratio and a projected separation, not an orbit, and an honest plot does not invent periods for it.
Why each method sees what it sees
Each method’s catalogue is a projection of the planet population through its own response. A short summary of each response explains most of the structure in the figures above.
Radial velocity. The amplitude scales as MpsiniP−1/3, and short periods accumulate many cycles quickly. The historical Keck sample had measurement errors of 3–5 m/s and stellar jitter of 1–5 m/s for quiet stars (Cumming et al. 2008). Noise models matter in both directions: a noise model flexible enough to absorb a planet lowers completeness, and one that mistakes stellar rotation for a planet lowers reliability (Chapter 29).
Transits. The flux drop is δ≃(Rp/R⋆)2. The probability that an orbit is aligned to transit is
ptr≃aR⋆+Rp1−e21+esinω,
and the multiple-event statistic, the signal-to-noise of all transits folded together, is
MES≃σCDPP(τ)ΔNtr,
where Δ is the template-averaged depth, σCDPP(τ) the photometric noise on the transit duration τ, and Ntr the number of transits observed (Burke et al. 2015). For a circular orbit, ptr∝P−2/3 and, with uniform coverage, Ntr∝Tobs/P. Around the Sun, a planet at 0.05 AU transits with probability about 9%, and one at 1 AU with probability about 0.5%. In four years the first transits about 345 times and the second four times. A raw period histogram multiplies falling geometry, falling signal accumulation and window losses, so it is steep even if the true population is flat (Chapter 30).
Microlensing. The natural coordinates are the mass ratio q and the projected separation s in Einstein radii. Sensitivity peaks near s≈1, a few AU for typical lenses. Converting to mass and semimajor axis needs the lens distance and host mass and a model of orbital projection, which is more than relabelling the axes (Cassan et al. 2012; Suzuki et al. 2016).
Imaging. Selection starts in angular separation and contrast, not in mass and semimajor axis. The Gemini Planet Imager reaches contrasts of about 10−5 to 10−6, and converting contrast to mass requires evolutionary models and an age, whose uncertainties the occurrence inherits (Nielsen et al. 2019; Chapter 33).
Astrometry and timing. Astrometry measures the angular reflex motion α⋆≃(Mp/M⋆)a/d, projected onto the scanning law of the instrument. Timing measures a light-travel-time amplitude a⋆sini/c. Their selection functions depend on the baseline, orientation, nuisance model and sampling, not on amplitude alone. They also carry the lessons of Barnard’s star and PSR 1829−10 (Chapter 31; Chapter 34).
The selection function
Define the complete inclusion probability for a planet with properties θ around star j:
Cj(θ)=Pr(included in the analysed catalogue∣θ,zj,A),
where A stands for everything done to the data: observing, searching, vetting and any validation rules. It factorises into conditional probabilities,
These are conditional probabilities, not a claim that the stages are independent. A homogeneous analysis of all candidates can drop the follow-up factor by modelling contamination explicitly. An analysis restricted to confirmed planets cannot drop it silently (Thompson et al. 2018). A 2026 study of TESS candidates shows how large that factor can be. Michael Collier and colleagues assessed 443 candidates, 264 with high-resolution imaging. Of 68 planets they validated using adopted contrast curves, 72% would have failed their validation criteria without that imaging, and in all they validated 64 new planets (Collier et al. 2026). That is a controlled experiment within one selected sample, not a law for all of TESS, but it makes the point: whether a transiting planet reaches the census depends on whether someone could follow it up.
The selection chain. Completeness multiplies down the chain from the population to the catalogue. False positives are not one more multiplicative factor: they enter the catalogue as a separate population, and reliability depends on their abundance relative to planets.
Completeness is Pr(D∣planet,θ), the probability of detection given a planet. Reliability is Pr(planet∣D,y), the probability that a detection with data y is a planet. Confusing the two is a serious error, because reliability depends on how common contaminants are relative to planets in that part of parameter space, and completeness does not.
Methods
Injection and recovery
Completeness is measured by experiment. Freeze the target list, the inputs, the pipeline version, the search limits, the vetting and the definition of recovery. Draw synthetic planets from a known proposal distribution g(θ,j), with appropriate epochs and orientations, and inject them before the operations whose effect is to be measured. A transit injected into an already detrended light curve measures neither the losses of pixel-level extraction nor the way the detrending would have reacted to the signal.
for each injection batch: choose target and planet from the recorded proposal g generate signal with geometry, epoch, dilution, exposure integration inject into pixels, or into flux at an explicitly documented stage rerun the frozen extraction, detrending, search and vetting chain match recovered period and epoch to truth, allowing declared aliases store injected parameters, outputs, recovery flag, stage of failurefit recovery probability as a function of target and signal propertiesvalidate on held-out injections; marginalise calibration uncertainty
Two distinctions matter. “Triggered something” is not “recovered this planet”: a detection at a harmonic of the period, a lost individual transit or an assignment to a neighbouring star can all trigger the search without yielding a usable planet. And if the real catalogue excludes ambiguous solutions, the injections must face the same exclusion.
Erik Petigura, Andrew Howard and Geoffrey Marcy injected 40,000 synthetic transits into real Kepler photometry of 42,557 selected stars, searched with their own pipeline, TERRA, at a threshold of SNR > 12, and reported 603 candidates after vetting. Correcting for completeness, they found that 11±4% of Sun-like stars have an Earth-size planet (1–2 Earth radii) receiving one to four times Earth’s insolation (Petigura et al. 2013). Jessie Christiansen and colleagues injected 10,341 transits at the pixel level into a year of Kepler data. For FGK stars at an expected MES of 7.1, the nominal threshold, the measured recovery was only 25.8%, against the 50% an ideal Gaussian detector would achieve at its threshold (Christiansen et al. 2015). Christopher Burke and colleagues adopted a smooth model of recovery,
a regularised incomplete gamma function with a=4.65 and b=0.98 in their analysis (Burke et al. 2015). The offset of 4.1 is essential, and neither historical curve should be transplanted into a different catalogue.
A detection threshold is not a completeness curve. Probability that Kepler's pipeline recovers a transit signal, against its expected multiple-event statistic (MES). An ideal detector with Gaussian noise and a threshold of 7.1 would recover half of all signals at MES 7.1. The gamma-function model adopted by Burke et al. (2015) for the Q1-Q16 catalogue, fitted to injections, recovers far fewer near threshold, and Christiansen et al.'s pixel-level injections measured 25.8% for FGK stars at MES 7.1. Curves evaluated from published equations, not digitised data. Neither is a universal Kepler completeness curve. Source: Burke et al. 2015 (arXiv:1506.04175) Eqs. 4-5 with a = 4.65, b = 0.98; Christiansen et al. 2015 (arXiv:1507.05097) Section 3.1, Table 3; compiled in the e14 research dossier.
The calibration has its own statistical error. For n independent injections into a region where the recovery probability is c, the binomial uncertainty is about c(1−c)/n: 100 injections at c=0.5 give ±0.05. A beta-binomial or regression model avoids claiming certainty after a finite number of successes. Non-uniform injections need their proposal weights when estimating population-averaged exposure. Correlated failures, for example across stars on the same detector, add uncertainty that a larger nominal sample does not cure.
The cost is simple to state. If one search costs S(T,H) for T samples and H templates, then Q independent injections cost about QS, plus the cost of extraction if it is rerun. Reusing an already searched light curve is much cheaper but calibrates fewer stages. Any claimed acceleration of a search must keep the same injection point and recovery definition, or it is calibrating a different instrument.
Inverse detection efficiency, and why it is biased
With nearly exact planet parameters and a small enough bin B, the familiar estimate of occurrence weights each detected planet by the inverse of the number of stars around which it could have been found:
fB=i∈B∑∑jCj(θi)ri,
where ri is the reliability of candidate i. If all stars have the same completeness, this is N⋆−1∑iri/C(θi). Care is needed over whether C already includes the transit probability; counting geometry in C and again in an extra a/R⋆ weight overcorrects. A binwise-constant intensity has a different estimator,
λB=∫BE(θ)dθNB,E(θ)=∑jCj(θ),
which divides the count by the integrated exposureE rather than evaluating a steep completeness at each observed point.
The inverse-efficiency estimate fails in an intuitive way. Near a steep detection boundary, planets whose measured radius scattered upward are preferentially detected. Evaluating completeness at the scattered-up radius treats them as intrinsically easy to find, and dividing by that apparently precise correction gives a biased occurrence. Daniel Foreman-Mackey, David Hogg and Timothy Morton derived the relation to the Poisson likelihood and showed the effect of measurement uncertainty (Foreman-Mackey et al. 2014). Danley Hsu and colleagues found the inverse-efficiency bias especially serious for small, long-period planets, exactly the Earth analogues people most want to count (Hsu et al. 2018). Wide bins assume something about the population inside each bin, and very narrow bins trade that bias for huge variance and empty cells.
A bin with no detections still constrains occurrence if its exposure is not zero. Under a Poisson model, zero detections give a one-sided upper limit fmax=−ln(α)/EB at confidence 1−α, for exposure normalised per star. At 95% confidence, −ln0.05≈3.0, so a bin with an exposure equivalent to 1,000 fully sensitive stars limits occurrence to below 0.3%. A bin with zero exposure gives no limit at all, and any number reported there comes from the prior.
The Poisson likelihood
With negligible parameter errors and independent planets, the expected number of detections is Λ(ϕ)=∫E(θ)λ(θ∣ϕ)dθ, and the log-likelihood of ND detections at θi is
logL(ϕ)=−Λ(ϕ)+i=1∑NDlog[E(θi)λ(θi∣ϕ)].
The first term is where the non-detections live. Dropping it discards the denominator that defines occurrence (Foreman-Mackey et al. 2014; Burke et al. 2015). This pooled form assumes one population for all targets. With host-dependent populations, keep the target labels and use ∑j∫Cjλj in the normalisation and Cjiλji for each detection.
Key idea: the detected-data intensity
To handle measurement error, selection and false positives together, write the intensity of detected catalogue entries with measured properties y around star j as
μj(y∣ϕ)=∫Cj(θ)λ(θ∣zj,ϕ)p(y∣θ,D,j)dθ+bj(y),
where p(y∣θ,D,j) is the measurement model conditional on detection and bj(y) is the intensity of contaminants. The likelihood of the catalogue is
L=exp[−j∑∫μj(y)dy]i∏μji(yi).
If one instead uses the full raw-data likelihood with a deterministic selection, the selection already restricts its support, and multiplying by completeness again would count selection twice (Foreman-Mackey et al. 2014; Bryson et al. 2020a).
A simpler catalogue-level approximation weights each candidate by its reliability ri, or repeatedly includes it with probability ri, propagating the uncertainty in reliability. It is useful when a full contaminant model is unavailable, but it is not identical to fitting the mixture. Reliability against eclipsing binaries and against instrumental false alarms must both be modelled, and a vetting score is not a universal probability that a candidate is a planet (Bryson et al. 2020b).
Hierarchical inference and posterior recycling
A modern analysis fits a positive intensity model (a broken power law, a regularised histogram or something more flexible) and marginalises over each planet’s measurement uncertainty instead of assigning it to one cell. The stellar radius is shared by every planet in a system, so its uncertainty should be shared in the likelihood too. Treating those errors as independent invents information.
If a catalogue object has posterior samples θik drawn under an interim prior π0(θ), an integral over its likelihood can be estimated by importance reweighting,
∫Li(θ)h(θ,ϕ)dθ∝K1k=1∑Kπ0(θik)h(θik,ϕ).
This is the posterior-recycling construction of Foreman-Mackey and colleagues, whose code is public (Foreman-Mackey et al. 2014). The effective sample size must be watched: reweighting fails if the interim posterior has no samples where the population model puts weight.
The cost structure is worth seeing, because it is where linear algebra enters. A naive likelihood evaluation costs O(N⋆Q+NDK), for Q quadrature nodes per target and K samples per detection. If the intensity is expanded in a basis, λ=∑bwbψb, one can precompute
Ab=j∑∫Cjψbdθ,Vib=∫Liψbdθ,
after which Λ=∑bwbAb and each detection’s term is a dot product with V. This is an exact algebraic rearrangement until the basis is truncated. Host dependence, contamination and correlations between planets in a system complicate it but do not break it. Smoothness priors regularise regions with no support, but they do not turn extrapolation into measurement.
Radial-velocity occurrence
A reproducible Doppler occurrence analysis selects stars independently of the signal being tested, fits instrument offsets and noise, searches trial periods, refines Keplerian solutions, calibrates the global significance, injects planets into the actual observing times, and computes completeness for detections and non-detections. Andrew Cumming and colleagues’ Keck study is the classic example. It used 585 stars observed with HIRES before its 2004 upgrade, from 1996 to 2004, each with at least 10 observations spanning at least two years. The search began with circular-orbit periodograms and refined separated starting periods to full Keplerian fits, with a 0.1% false-alarm threshold. The false-alarm probability over Nf independent frequencies is
FAP=1−[1−p1(z)]Nf≃Nfp1(z),Nf∼TΔf,
where T is the baseline and Δf the searched frequency range, and the analytic values were checked against noise simulations and bootstrapping (Cumming et al. 2008). As an illustration, an eight-year baseline searched down to two-day periods gives Nf∼8×365/2≈1,500 independent frequencies, so a 0.1% global threshold needs a single-frequency probability below about 7×10−7. The threshold is per star: multiplied by the number of stars it gives an expected number of false triggers under the null, not a posterior probability of contamination.
Cumming and colleagues found that 10.5% of Sun-like stars have a planet between 0.3 and 10 Jupiter masses with periods of 2 to 2,000 days, and fitted dN=CMαPβdlnMdlnP with α=−0.31±0.2 and β=0.26±0.1. The search focused on the highest-amplitude planet in each system, so it is not a census of multiplicity. A direct sinusoid search costs O(Hn) for H trial frequencies and n observations; a dense Gaussian-process noise model adds O(n3) factorisations. The deeper danger is adaptive scheduling. Interesting stars get more observations, and injections conditioned on the final timestamps describe detectability given those timestamps, not the probability of having been given them.
Microlensing occurrence
Microlensing has its own exposure. Select events by criteria unaffected by any planetary anomaly, measure each event’s sensitivity over q, s and trajectory angle α, and sum,
For f(q,s)=d2N/(dlog10qdlog10s), the expected number of detections is ∫Sfdlog10qdlog10s, and the Poisson likelihood applies. The stars sampled are lenses, weighted by the microlensing event rate, not a random draw from the Galaxy (Cassan et al. 2012).
Arnaud Cassan and colleagues, using microlensing follow-up observations, found that 17−9+6% of stars host a planet of 0.3 to 10 Jupiter masses between 0.5 and 10 AU, and that cold planets are common enough that stars have on average one or more bound planets (Cassan et al. 2012). Daisuke Suzuki and colleagues used 23 planets in 1,474 MOA-II alert events, modelled each event’s sensitivity from 9,680 starting grid points with explicit rules for ambiguous planet-or-binary solutions, and found a break in the mass-ratio function near q=1.7×10−4 (Suzuki et al. 2016). Weicheng Zang and colleagues’ 2025 KMTNet analysis used 63 planets in 60 events and found 0.35−0.14+0.34 planets per star per dex in s for −5.2<log10q<−4.5, the super-Earth range. That analysis assumed that earlier seasons shared the average sensitivity of the later, calibrated ones where the observing setup was stable (Zang et al. 2025). Assumptions of that kind belong in the error budget.
A faithful microlensing injection has to pass through the whole interpretation, not just the detection:
injected binary-lens light curve -> single-lens fit and anomaly search -> global binary-lens search, including stellar-binary mass ratios -> identify separate local minima; refine all plausible solutions -> compare planetary, stellar-binary and other allowed explanations -> accept only if the same criteria used for real data pass
Yuxin Shang and colleagues did this for 198,720 simulated light curves. The 58,081 with anomalies went to global searches over 533 grid locations and eight trajectory angles each, which found 2,705,397 local minima. The reported costs were 276 CPU-hours for anomaly identification, 2.59×105 for the global search and 7.51×104 for final optimisation. Ignoring degeneracies overestimates sensitivity by about 5 to 10%. Applying the full calculation to a large real sample is estimated at order 108 CPU-hours, and their suggested order 105 GPU-hours is a projection (Shang et al. 2026). Of the selection functions in this chapter, it is the one most clearly limited by compute.
Imaging, astrometry and timing
For imaging, inject point sources into the image sequence, rerun the PSF subtraction, and calibrate throughput and detection across the field. Convert the contrast map into completeness in mass and semimajor axis by sampling age, distance, orbital phase, eccentricity, inclination and evolutionary-model uncertainty, and require the same follow-up used to reject background stars. A contrast curve alone, without throughput, false-alarm rate and projection conventions, is not yet an exposure. Eric Nielsen and colleagues’ Gemini Planet Imager survey statistical sample of 300 stars contained six detected planets and three brown dwarfs. They found that 9−4+5% of stars above 1.5 solar masses host a giant planet of 5 to 13 Jupiter masses between 10 and 100 AU (Nielsen et al. 2019). That is not the occurrence around Sun-like stars, and the survey favoured young, nearby systems, which must be accounted for before comparing with old Doppler targets.
With L Monte Carlo orbits, Q parameter cells and N⋆ stars, a stored-contrast imaging calculation costs O(N⋆QL) cheap evaluations once the images are processed. For astrometry and timing, the cost is dominated by refitting the nuisance model for every injection. Near a one-year period an astrometric planet can masquerade as parallax, and at very long periods as an acceleration. For timing, an injected light-travel-time signal must survive competing explanations from the clock itself: spin noise, binary motion, or intrinsic changes in the eclipse or pulsation.
Forward models and approximate Bayesian computation
Whole systems matter when observed multiplicity, mutual inclinations, period ratios or signal masking enter the selection. The forward approach draws a stellar population, generates planetary systems, orients them, simulates the observations and the recovery, and compares the simulated catalogue with the real one. Hsu and colleagues’ SysSim study used 150,518 target stars and sequential importance sampling for approximate Bayesian computation, implemented in Julia (Hsu et al. 2018). Gijs Mulders and colleagues’ EPOS forward-models survey observations and system architectures in the same spirit (Mulders et al. 2018).
initialise particles phi from the population priorfor successive tolerances epsilon: propose phi from the previous weighted particles simulate systems, observations, recovery and catalogue errors compute summary statistics s_sim keep / reweight particles with distance(s_sim, s_obs) < epsiloncheck posterior predictive distributions beyond the fitted summaries
Approximate Bayesian computation helps when a realistic simulator exists but a likelihood does not. Its accuracy is set by the summaries, distance, tolerance and simulator fidelity. Matching a radius histogram does not guarantee matching architectures, and as the tolerance shrinks, acceptance can collapse in high-dimensional summary spaces. The cost is the number of particle evaluations times the cost of one forward model, and targets and simulations are natural parallel units.
Combining surveys is an inverse problem, not a pooling exercise. One population is inferred through separate response models for each survey. Likelihoods multiply only for independent datasets; a star or planet in two surveys needs a shared latent object. A conditional mass–radius distribution connects transit radii to Doppler masses, a projection distribution connects lensing separations to semimajor axes, and host-property dependence connects nearby disk stars to bulge lenses. Rachel Fernandes and colleagues derived giant-planet occurrence against orbital period from the Kepler and Doppler surveys, correcting each for its own detection efficiency. Both rise with distance from the star, and the Doppler distribution breaks near 2–3 AU, close to the snow line, and then falls. Extrapolating a symmetric broken power law, they estimated 26.6−5.4+7.5% for planets of 0.1 to 20 Jupiter masses between 0.1 and 100 AU (Fernandes et al. 2019). The extrapolation is not a set of detections throughout that range.
Reliability and the Earth analogues
The Earth analogues sit at the edge of the calibrated region, where completeness is low and false alarms are common. For the DR25 Robovetter, vetting completeness exceeded 85% and reliability exceeded 98% for periods below 100 days. For the low-signal-to-noise subset of FGK candidates with periods of 200 to 500 days, vetting completeness was 76.7% and reliability only 50.5% (Thompson et al. 2018). Pipeline completeness multiplies the vetting completeness on top of that.
How much reliability moves an Earth occurrence
Steve Bryson and colleagues computed an illustrative occurrence in a fixed box around Earth’s period and radius. Without a reliability correction it was 0.034−0.012+0.018 planets per star. With it, 0.015−0.007+0.011 (Bryson et al. 2020a). Their own code documentation warns that these early values were illustrative, not definitive. The robust lesson is the size of the effect: a factor of about two from reliability alone. A later analysis showed that changing the vetting cuts and recalibrating completeness and reliability gives consistent occurrence, which is the property one wants (Bryson et al. 2020b).
Bryson and colleagues’ habitable-zone analysis defined rocky planets as 0.5 to 1.5 Earth radii around stars of 4,800 to 6,300 K, in coordinates of stellar irradiation rather than period. For the conservative habitable zone, two alternative extrapolations of completeness gave 0.37−0.21+0.48 and 0.60−0.36+0.90 planets per star (Bryson et al. 2021). These are alternative summaries, not the ends of one confidence interval, and they differ from a fixed period–radius box by definition, stellar sample and extrapolation. The width of these numbers is the clearest measure of how far Kepler’s calibrated region falls short of true Earth analogues.
What the census says
Year
Study
Result
Domain
2008
Cumming et al. (Keck RV)
10.5%
0.3–10 MJ, 2–2,000 d, Sun-like stars
2012
Cassan et al. (microlensing)
17−9+6%
0.3–10 MJ, 0.5–10 AU
2013
Petigura et al. (Kepler, TERRA)
11±4%
1–2 R⊕, 1–4 × Earth insolation
2016
Suzuki et al. (MOA-II)
Break in dN/dlogq near q=1.7×10−4
23 planets, 1,474 events
2017
Fulton et al. (CKS)
Deficit of at least 2×
1.5–2.0 R⊕, P<100 d
2019
Nielsen et al. (GPIES)
9−4+5%
5–13 MJ, 10–100 AU, M⋆>1.5M⊙
2019
Fernandes et al.
Peak near 2–3 AU; 26.6−5.4+7.5% (extrapolated)
0.1–20 MJ, 0.1–100 AU
2021
Bryson et al. (DR25)
0.37 to 0.60 per star
0.5–1.5 R⊕, conservative HZ, 4,800–6,300 K
2025
Zang et al. (KMTNet)
0.35−0.14+0.34 per star per dex in s
−5.2<logq<−4.5
Every entry keeps its domain because none means anything without it. Read together, they say that small planets are common, that close-in small planets split into two size groups with few planets between 1.5 and 2.0 Earth radii (Fulton et al. 2017), that giant planets are a minority and peak near the snow line, and that cold planets of low mass ratio are common at the separations only microlensing reaches.
The landmarks of discovery and of inference are interleaved.
Year
Work
What changed
1963
van de Kamp
Barnard’s star astrometric claim, later rejected
1973
Gatewood & Eichhorn; Hershey
Independent plates, and a control field that exposed instrumental shifts
1991–92
Bailes, Lyne & Shemar; Lyne & Bailes
Pulsar planet claimed, then removed by corrected barycentring
1992
Wolszczan & Frail
First accepted planetary system (pulsar timing)
1995
Mayor & Queloz
Giant planet at 4.23 days around a Sun-like star
2000
Charbonneau et al.
Transit of a Doppler planet joins mass and radius
2004
Bond et al.; Chauvin et al.
First microlensing planet; imaged planetary-mass candidate
2008
Cumming et al.
Doppler occurrence with quantified non-detections
2013
Petigura et al.
Independent transit pipeline with injected completeness
2014
Foreman-Mackey et al.
Hierarchical population inference with uncertain radii
2015
Christiansen et al.
Pixel-level injection: threshold is not completeness
2016
Morton et al.
1,284 Kepler planets validated statistically
2018
Thompson et al.
Fully automated catalogue with measured completeness and reliability
Space–ground parallax measures a free-floating planet’s mass
2026
Collier et al.
Validation shown to depend on follow-up imaging
The 2026 measurement by Subo Dong and colleagues is a reminder of what more data can do that more computation cannot. A space–ground parallax broke the mass–distance degeneracy of an isolated lens and gave 0.219−0.046+0.075 Jupiter masses for an object that is unbound or on a very wide orbit (Dong et al. 2026). The arXiv version is dated 31 December 2025, and the archive excludes such objects from its bound-planet count by policy.
Limitations and open problems
Earth analogues sit at or beyond the calibrated boundary. The planets the census most wants to count are exactly where completeness is smallest, reliability lowest and extrapolation largest. The spread between alternative habitable-zone results is a measure of this, not of noise.
Contaminants are not exchangeable with planets. Inverted and scrambled light curves provide empirical false alarms, but they may not reproduce every asymmetric instrumental artefact or kind of stellar variability. Validation against eclipsing-binary scenarios does not exclude unknown instrumental failures. A selection model trained on one detector, stellar type or survey can fail on another. The pulsar retraction remains the historical example of a source-specific systematic that an ensemble control could not catch (Thompson et al. 2018; Lyne & Bailes 1992).
Catalogue completeness has layers. Detection, unique interpretation, follow-up and archive inclusion are separate steps. In imaging and microlensing, some detected signals lack a unique planetary interpretation. In transit surveys, confirmation and high-resolution imaging favour bright or attractive hosts. A confirmed-only subsample is not automatically cleaner for occurrence if its selection cannot be modelled.
Cross-method synthesis is an inverse problem. Transit radius, Doppler minimum mass, lensing mass ratio, imaging luminosity and astrometric mass are not measurements of one universal coordinate. Host populations, ages, multiplicity cuts and observing histories add dimensions. Pooling catalogue points and dividing by one global detectability curve does none of the necessary work.
The record of non-detections is fragile. The most important unsolved task is not a more precise global count. It is a versioned, auditable link between raw observations, search decisions, ambiguous interpretations and the population denominator. Published detections are the best-archived part of the chain. Rejected signals, adaptive observing decisions, failed follow-up and calibration uncertainty are the parts that carry the information needed to interpret them, and they are the parts most often lost.
Where the room is
Engineering can remove redundant searches, poor memory access and avoidable Monte Carlo noise. It cannot make face-on systems transit, observe missing epochs, remove photon noise, or determine a mass uniquely from an intrinsically degenerate observable. Where sensitivity is near zero, population inference is dominated by the prior, and only new information (more cadence, an independent observable, a longer baseline, a different instrument) helps. Within those limits there is a lot of room, and most of it is in calibration rather than in discovery. Chapter 42 places these opportunities in the book-wide picture.
Accelerate calibration, not only discovery
A detector that is fast once but expensive to inject through is a poor population instrument. Selection calibration repeats nearly identical operations across planets, noise realisations, stars and population models, which is exactly the kind of workload that batching, reuse of invariant calibration and attention to data layout speed up without lowering any threshold. The microlensing case is concrete: reuse of precomputed magnification maps cut a global search from about 400 to about 4 CPU-hours per light curve, and the full real-sample calculation is still estimated at 108 CPU-hours (Shang et al. 2026). A GPU implementation would batch map interpolation and likelihood accumulation, reduce candidate minima on the device, and refine all plausible solutions in parallel. A neural proposal network could seed likely modes, with a calibrated fallback search kept for rare geometries. No tenfold gain for such a system has been demonstrated, and a faster but wrong selection function is not an equal-sensitivity improvement.
Spend simulations where they constrain the inference. Injecting uniformly over a wide rectangular box wastes trials where recovery is certain or impossible. For a weighted exposure E=∑bwbcb estimated from independent cells, the variance is about ∑bwb2cb(1−cb)/nb, and minimising it at a fixed total number of injections gives
nb∝∣wb∣cb(1−cb),
divided further by the square root of the cost per injection if costs differ. This is an allocation calculation, not a published result. It says to concentrate injections in the completeness transition and in the cells that dominate the posterior, and the weights can be updated as the population estimate improves. Proposal probabilities must be recorded and independent validation draws kept, or the adaptive design quietly changes the calibrated population. Analytic transit geometry can remove a whole Monte Carlo dimension, common random numbers reduce noise when comparing nearby population models, and importance reuse avoids regenerating synthetic universes at every step, provided the effective sample size is monitored (Hsu et al. 2018; Mulders et al. 2018).
Turn repeated likelihoods into linear algebra. The precomputed basis exposures Ab and object integrals Vib above make population inference a sequence of matrix–vector products. Evaluating many population proposals together on a GPU amortises memory reads and makes the work dense enough for high throughput (Chapter 40). A small catalogue with few parameters will often run faster on a CPU, which is a question of workload size, not of the formulation. Compression of Cj is attractive where stellar properties affect recovery smoothly, through low-rank or tensor-product approximations. It is unsafe across sharp vetoes or narrow artefact bands unless residuals are checked, and uncorrected interpolation error in a low-completeness region becomes an occurrence bias.
Make equal sensitivity an occurrence-level test. Matching a benchmark’s recall is not enough. A new detector or vetter should be judged by the calibrated coverage of the occurrence posterior on synthetic populations, by agreement when the vetting thresholds are changed and everything is recalibrated, and by recovery of injected architecture distributions. Bryson and colleagues’ experiment, altering the catalogue cuts and checking that the inferred population is stable, is a template (Bryson et al. 2020b). It catches failures that a fixed benchmark catalogue cannot, in the spirit of the survey-simulator approach to Solar System populations in Chapter 16.
Preserve the denominator. The cheapest improvement of all is archival. A census whose rejected candidates, injection catalogues, pipeline versions and observing decisions are frozen alongside its detections can be reanalysed with every new method. One that keeps only its detections cannot. Counting 6,451 planets takes one query. Knowing what they represent takes everything else.
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