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Ian Czekala teaches a physical account of heating and cooling in H II regions. His nebular energy balance distinguishes the energy spent removing an electron from an atom from the excess photon energy that becomes electron kinetic energy.

In the lecture's account, photoionization supplies heating, while radiative recombination and collisional excitation followed by photon emission remove thermal energy. Balancing these processes determines the gas temperature. This explains why neither the ionization threshold nor the typical photon energy alone specifies the equilibrium temperature.^[ref]

Consider pure hydrogen around an isotropic central source with hydrogen-ionizing photon production rate $Q$. An empty cavity of physical radius $r_{\mathrm{in}}$ delivers an unattenuated direct photon flux $Q/(4\pi r_{\mathrm{in}}^2)$ to its inner boundary. Let $⟨\sigma ⟩$ be the photoionization cross section averaged over the incident ionizing photon-number spectrum. Then the direct photoionization rate per neutral atom is $q=Q⟨\sigma ⟩/(4\pi r_{\mathrm{in}}^2)$. With total hydrogen number density $n_H$ and ionized fraction $\zeta$, the electron and proton number densities are both $n_H\zeta$. In the local Case B recombination approximation, photoionization equilibrium givesThis uses a locally balanced photoionization and radiative recombination event rate; the on-the-spot treatment incorporates immediate reabsorption of ground-state recombination photons into ${\alpha }_B$.^[ref]

Solving the quadratic equation and rationalizing its physical root yieldsFor $\Theta \ll 1$, $\zeta \simeq 1-\Theta$; for $\Theta \gg 1$, $\zeta \simeq {\Theta }^{-1/2}$. Thus stronger incident photoionization drives the boundary closer to complete ionization, while a larger recombination rate leaves more neutral hydrogen.

Inferring $Q$ from a recombination line requires an additional, global photon-budget assumption. Suppose $F_{\ell }$ is the total extinction-corrected observed radiative flux in a recombination line of wavelength ${\lambda }_{\ell }$, at distance $D$. At fixed gas conditions let $y_{\ell }={\alpha }_{\ell }^{\mathrm{eff}}/{\alpha }_B$ be the line-photon yield per Case B recombination. The measured line then gives the absorbed hydrogen-ionizing rateFor a dust-free ionization-bounded nebula in steady photoionization equilibrium, with no competing absorbers, $Q_{\mathrm{abs},\mathrm{H}}=Q$. Under these assumptions,The angular ratio $r_{\mathrm{in}}/D$ makes the expression dimensionless and lets a resolved cavity and its integrated recombination line constrain the local ionized fraction.

If only a fraction $f_H$ of the source's ionizing photons produces hydrogen ionizations, then $Q_{\mathrm{abs},\mathrm{H}}=f_{H}Q$ and the last expression for $\Theta$ must be multiplied by $f_H$. A nonzero ionizing photon escape fraction or absorption by dust can therefore make the line underestimate the central $Q$. Correcting the escaping line for extinction alone does not recover ionizing photons that never produced a recombination line. A Dusty Strömgren sphere exemplifies the distinct absorption correction. The local boundary formula also requires an empty, transparent cavity; any attenuation before the gas changes its incident $q$.

Only the photon energy above the hydrogen ionization threshold initially becomes photoelectron kinetic energy. The stated mean therefore suppliesLet $\mathcal{R}$ be the local number of ionizations per volume per time. Photoionization equilibrium makes this equal to the recombination rate. If $⟨E_{\mathrm{rec}}(T)⟩$ is the mean kinetic energy removed per recombination, thermal balance reduces toNeither the ionization threshold nor the density remains in this event-by-event balance. The threshold energy is stored as atomic ionization energy and returned in recombination radiation; it is not a net thermal input. This separation between photoelectron heating and kinetic energy lost by recombining electrons is the relevant cooling balance.^[ref]

In the elementary mean-thermal-energy approximation, a captured electron removes $\frac{3}{2}{k}_{B}T$. This gives the concise estimateThat coefficient is a stated approximation, not a universal recombination identity. Real recombination weights the electron distribution by its velocity-dependent capture rate. If the chosen cooling model instead writes $⟨E_{\mathrm{rec}}⟩={\eta }_{\mathrm{rec}}(T)k_{B}T$, the precise answer is ${\eta }_{\mathrm{rec}}(T_{\mathrm{eq}})T_{\mathrm{eq}}=T_{\ast }$. The source supplies no recombination cooling coefficient or capture kernel from which a unique more accurate coefficient can be computed. Its emitted-photon average is also being used as the average of the absorbed ionizing photons; spectral filtering would require a different weighted average.

When the number of photoionizations equals the number of recombinations, and only those processes exchange thermal energy, equilibrium requires $⟨h\nu -h{\nu }_0{⟩}_{\mathrm{abs}}=⟨E_{\mathrm{rec}}(T)⟩$. Photon absorption and electron capture have their own spectral weights. The density cancels from this event balance, but the actual equilibrium temperature requires the two energy averages.^[ref]