1 Introduction

Particle physics basically study the fundamental structure, i.e., the elementary building blocks of matter in our universe—by far we know they are quarks, leptons, etc.—and also the fundamental force governing them—the strong, weak, electromagnetic, and gravity forces. Regarding the structure of matter, it is an old philosophy question, but also a very modern one. We know atoms have internal structure—they are built of nucleus and electrons; and nucleus are further built of protons and neutrons. Both protons and neutrons are still not elementary, they have internal structure and are built of quarks.

In the 1960s, there are lots of new particles observed both in cosmic rays and lab experiments. Classifying them in a proper way seems to be the only way out, since not all of them look elementary. Both Gell-Mann and Ne’eman developed a classification scheme called “Eightfold Way” - SU(3) flavor symmetry [1, 2], which arranges the particles into several multiplets and also predicts a missing Ω baryon with a mass 1676 MeV/ c2 in the baryon decuplet [1, 3]. Shortly later in 1964, experiments at BNL discovered it with a mass 1686±12 MeV/ c2 [4], which agrees with prediction well. The big success of the “Eightfold Way” in classifying particles leads to the birth of the Quark Model [5], which was proposed by Gell-Mann and Zweig independently and reveals the nature behind. In the Quark Model, quarks are introduced as the elementary particles. And hadrons, bound states of quarks via the strong interaction, are made of three quarks qqq (called baryons) or quark anti-quark pairs \(q\bar {q}\) (called mesons). The Quark Model also points out other quark combinations such as \(qq\bar {q}{q}, qqqq\bar {q}\) could form hadrons, but not too much attention is caught just because the simple baryon and meson picture works so beautifully since then.

Nowadays, after 50 years, the Quark Model is still a powerful tool to describe hadrons. As an example, the LHCb experiment observed a new baryon \(\Xi _{cc}^{++}\) in 2017, with a mass 3621.24±0.65±0.31 MeV/ c2 and a life time \(\tau =256^{+24}_{-22}\pm {14}\) fs [6]. These properties agree well with the Quark Model prediction for a spin-\(\frac {1}{2}\) baryon with a quark content ucc. Many other observations consistent with the Quark Model are also widely present by experiments recently [7].

The fundamental force to bind quark together is the strong interaction, and the theory to describe strong interaction is quantum chromodynamics (QCD). In the QCD framework, however, hadrons beyond the conventional baryons and mesons are allowed, such as the glueballs, multi-quark states, quark-gluon hybrid states, and hadronic molecules, etc. (see recent review articles [810]). All these new types of hadrons are usually referred to as exotic hadron states. A big challenge is that we do not know how to calculate quark binding—a low energy confinement problem in the non-perturbative regime of the QCD theory. Anyway, the existence of exotic hadrons has stimulated people’s continuous interest to search for them in experiment.

In the early years, people try to search for exotic hadron states through light hadron production. The lattice QCD theory calculated the scalar glueball mass to be around 1.5 - 1.7 GeV/ c2 [11], and there are several candidates f0(1370),f0(1500), and f0(1710) in experiment [7]. The question is, one cannot clearly identify them as a glueball due to serious mixing effect with conventional light mesons in this energy region. This situation improved a lot since 2003, when a heavy charmonium-like particle X(3872) was observed in experiment [12]. Compared to light hadrons, heavy quarkonium states are isolated more clearly and also relatively easier to calculate, and thus, serve as an ideal place to test spectroscopy.

2 Charmonium spectroscopy

When talk about charmonium, we usually would like to make an analogy to the positronium system. Positronium is a bound state of electron and positron by pure Coulomb force, which is understood well and calculated precisely by the quantum electrodynamics theory (QED). The leading-order attractive Coulomb potential for the positronium system is \(V_{{e^+e^-}}(r)=-\frac {\alpha }{r}\), where α is the fine-structure constant and r is the distance between electron and positron.

Charmonium is a bound state of charm (c) and anti-charm (\(\bar {c}\)) quarks via strong interaction. Due to much heavier mass of the charm quark (mc∼1.3 GeV/ c2), the velocity of charm quark motion inside the charmonium is relatively slow. Thus, we can use a non-relativistic potential to describe the interaction between c and \(\bar {c}\). From the potential model [13] the leading-order potential can be written as

$$ V_{c\bar{c}}(r)=-\frac{4\alpha_{s}}{3r}+kr $$
(1)

where αs is the strong-coupling constant, k is a linear-confinement parameter, and r is the distance between c and \(\bar {c}\).

According to the asymptotic freedom feature of the strong interaction, the force between c and \(\bar {c}\) is relatively weak when r→0, and the potential is dominated by an attractive Coulomb potential, very similar to the positronium system. With the increasing of r, the confinement force becomes stronger, and the potential is dominated by a linear term. Figure 1 shows a typical potential of the charmonium system.

Fig. 1
figure 1

The potential between c and \(\bar {c}\) for a charmonium system

Once having the potential, we can solve the Schrödinger equation of the system and get the energy levels and the corresponding wave functions, like a hydrogen atom. Figure 2 shows the obtained charmonium spectrum [14], where we use the n2s+1LJ notation to label an energy level, and JPC to label the spin, parity, and charged conjugation parity quantum numbers.

Fig. 2
figure 2

The charmonium spectrum from potential model prediction

Below the open-charm (\(D\bar {D}\) meson pair) mass threshold, there are in total 8 charmonium states predicted. And all of them have been well established in experiment [7]. The first candidate J/ψ (13S1) has been discovered in 1974 by groups leaded by Samuel Ting and B. Richter [15], which is awarded the Nobel Prize for the discovery of charm quark. The last candidate hc(11P1) was observed by the CLEO-c experiment in 2005 [16]. Above the open-charm threshold, the charmonium spectrum is still in progress. Several vector states (JPC=1−−), such as the ψ(3770) (13D1), ψ(4040) (33S1), ψ(4160) (23D1), and ψ(4415) (43S1), have been established quite some time ago [7], while a few more were only observed recently. In 2015, the BESIII experiment reported observation of the X(3823) resonance with 6.2σ significance in e+eπ+πX(3823)→π+πγχc1 process [17]. The mass of X(3823) is measured to be 3821.7±1.3±0.7 MeV/ c2, which agrees with the 13D2 (JPC=2−−) charmonium state very well. In 2019, the LHCb experiment also reported observation of the 13D3 (JPC=3−−) state via \(D\bar {D}\) final state [18].

If one looks at the full charmonium spectrum (c.f. Fig. 2), there are still many leaving “blank” energy levels in experiment above the \(D\bar {D}\) mass threshold. When people are searching for these missing candidates, surprisingly, new particles such as the X(3872) [12], Y(4260) [19], Y(4360), and Y(4660) [20], etc. are observed in experiment. These new particles’ mass locate in the charmonium energy region, yet cannot easily find a position in the predicted charmonium spectrum. People speculate they might be the missing exotic hadron states expected from QCD. Especially with the observation of the charged state Zc(3900) [21, 22], which carries electric charge, we are more confident some of these new particles observed in the charmonium energy region are not conventional hadrons, but exotic hadron state instead.

3 Discovery of Z c(3900) at the BESIII and Belle experiments

The BESIII experiment located in Beijing is a symmetric e+e collision experiment, which runs at e+e center-of-mass (c.m.) energy from 2.0 to 4.9 GeV. From December 2012 to January 2013, the Collaboration decided to run the machine at \(\sqrt {s}=4.26\) GeV, which corresponds to the Y(4260) resonance [19] peak position. By that time, I was doing my PhD thesis at the BESIII experiment, and one of my topic is to study the Y(4260)→π+πJ/ψ decay.

To study the Y(4260) particle, we need to take collision data first. Within 1 month time, the BESIII detector was able to accumulate 525 pb −1 data at \(\sqrt {s}=4.26\) GeV, with a peak luminosity \(\mathcal {L}_{\text {peak}}=5.3\times 10^{32}\text {cm}^{-2}s^{-1}\). Figure 3 shows the luminosity history during BESIII data taking period. Compared with the CLEO-c experiment [23], BESIII’s designed luminosity is one order of magnitude higher [24], and the data size is about 40 times larger at \(\sqrt {s}=4.26\) GeV.

Fig. 3
figure 3

The integrated luminosity collected by the BESIII detector from December 2012 to January 2013

During the data taking procedure, the Collaboration also carefully monitor everything, to ensure each sub-detector system works well. A beam energy measurement system is used to monitor and measure the beam energy with a precision of ±1.0 MeV [25]. After data is recorded, we also calibrate every sub-detector carefully, including the multi-layer drift chamber, the time-of-fight detector, the electromagnetic calorimeter, and the muon counter, to obtain good-quality data. To verify our data quality, as an example, we measure the D meson mass, and the difference to its world average value is δ[m(D)]=0.5±0.2 MeV/ c2; we also measured the ψ(2S) mass from our data, and the difference to its world average value is δ[m(ψ(2S))]=0.2±0.1 MeV/ c2; here the errors are statistical. The mass resolution of D meson measured from DKπ events is 6.0±0.1 MeV/ c2, and for ψ(2S)→π+πJ/ψ events is 2.0±0.1 MeV/ c2. All these measurements demonstrate our data quality is nice and available for further measurements.

The Y(4260) particle is produced directly in e+e annihilation at BESIII and then subsequently decays to π+πJ/ψ with J/ψ+ (=μ or e). In a 1 T magnetic field within the BESIII detector, pions have relative low momentum, resulting in small radius of curvature for the tracks in the drift chamber (bend more “seriously”), while leptons have higher momentum, with much larger radius for the tracks (look more like “straight” lines). Figure 4 shows the event shape for a typical Y(4260)→π+πJ/ψπ+π+ event inside the BESIII detector, which just simply looks like the greek letter “ ψ”, and now is widely used to name a charmonium state.

Fig. 4
figure 4

The event shape of Y(4260)→π+πJ/ψ with J/ψμ+μ events inside the BESIII detector

To effectively select π+πJ/ψ signal events, we ask for four charged tracks in an event and reconstruct the J/ψ particle by lepton pair (see details in Ref. [21]). Figure 5 shows the reconstructed lepton pair mass distribution, where significant J/ψ signals are observed both in μ+μ and e+e channels. The noise and background level is well controlled and low. By fitting the mass distributions, we obtain about 1600 π+πJ/ψ signal events, with estimated background level <10% (remaining background mainly come from π+ππ+π and μ+μe+e events). To validate the analysis, we measure the e+eπ+πJ/ψ production cross section to be (62.9±1.9±3.7) pb at \(\sqrt {s}=4.26\) GeV, which is consistent with previous measurements from the BABAR [19] and Belle [26] experiments, and with improved precision.

Fig. 5
figure 5

The M(μ+μ) (left) and M(e+e) (right) invariant mass distributions from selected Y(4260)→π+πJ/ψ events at BESIII

With the much larger data sample from BESIII, for the first time, we are able to search possible intermediate state in the π+πJ/ψ process. Namely we study the Dalitz plot of the selected π+πJ/ψ events and observe a band in the M(π+J/ψ) mass (or the M(πJ/ψ) mass) dimension. Figure 6 (left) shows the 1-dimensional projection of the M(π±J/ψ) (by adding M(π+J/ψ) and M(πJ/ψ) distributions together) mass distribution, where a resonance structure near 3900 MeV/ c2 is clearly seen. The BESIII experiment observed 307 signal event for this new resonance and measured its mass and width

$$\begin{array}{@{}rcl@{}} \notag M=(3899.0\pm3.6\pm4.9)~\text{MeV}/c^{2},\\ \Gamma=(46\pm10\pm20)~\text{MeV}. \end{array} $$
(2)
Fig. 6
figure 6

The M(π±J/ψ) mass distribution from BESIII (left) and Belle (right) experiments, where the Zc(3900) resonance is discovered

and name it as Zc(3900) for this discovery. The significance of the Zc(3900) resonance is >8σ in various systematic uncertainty tests. Possible π+π resonances are also carefully studied, and we find they are well modeled by scalar resonance (spin is 0) f0(500) and f0(980). Such kind of resonance with spin 0 will not produce enhancement in the M(π±J/ψ) dimension due to reflection effect. A further amplitude analysis also determines the spin-parity of Zc(3900) to be JP=1+ [27].

At the same time, the Belle experiment in Japan is also studying the Y(4260)→π+πJ/ψ events. Different from BESIII, the Belle experiment takes data at e+e c.m. energy near 10.6 GeV. Belle uses a so-called initial-state-radiation approach to produce the Y(4260) particle, which also enable us to study the Y(4260)→π+πJ/ψ decay. Figure 6 (right) shows the M(π±J/ψ) mass distribution obtained from 967 fb −1 Belle data, and a resonance structure is also observed around 3900 MeV/ c2 [22]. Belle observed 159 Zc(3900) signal events and measured its mass and width

$$\begin{array}{@{}rcl@{}} \notag M=(3894.5\pm6.6\pm4.5)~\text{MeV}/c^{2},\\ \Gamma=(63\pm24\pm26)~\text{MeV}. \end{array} $$
(3)

The significance of Zc(3900) estimated by Belle experiment is >5.2σ in various systematic uncertainty tests.

The discovery of Zc(3900) both by BESIII and Belle soon strikes world-wide attention in the particle physics community. The Zc(3900) resonance decays to a charged pion and a J/ψ. From its width, we know the lifetime of Zc(3900) is very short (<10−23 s). The decay is through strong interaction, and Zc(3900) should contain c and \(\bar {c}\) inside. However, pure \(c\bar {c}\) cannot explain Zc(3900) as it carries electric charge. As a result, we need as least an additional pair of quarks (such as \(u\bar {d}\)) to provide electric charge. Then, in this sense, the most natural interpretation for Zc(3900) is a four-quark particle. Zc(3900) is reported as “the first convincing four-quark particle” by Nature [28] and other social medias such as Wired Science [29], SPIEGEL Online [30], etc. The Physics journal from the American Physics Society in 2013 selected 11 standout stories as “Highlights of the Year”, and Four-Quark Matter—the discovery of Zc(3900) is listed as top one event [31]. It is worth to mention, the Zc(3900) signal has been confirmed independently by the CLEO-c experiment 6 months later [32], and also the D0 experiment in 2019 [33].

4 A new era of spectroscopy

The discovery of four-quark particle brings a wave of new particle search in experiment. Until today, there are many more candidates—the so-called XYZ particles observed in experiment. These XYZ particles locate in the charmonium energy region, but cannot accommodate with the potential model-predicted charmonium spectrum easily, either for particle parameters (mass, width etc.) or for their production/decay behaviors. They are considered as very good candidates for exotic hadrons. Especially for the charged particles, they are more convincing exotic hadron states. Our traditional particle “zoo” is greatly enlarged, and we are entering into a new era of hadron spectroscopy. Here I list some most-discussed ones.

4.1 The neutral X(3872)

The X(3872) resonance is the first XYZ particle observed in 2003 by the Belle experiment in BKX(3872) process [12]. It has been later confirmed by at least 7 independent experiments [3440], and thus, the signal is solid. There are a lots of studies about X(3872) in the past decade. Its mass is measured precisely to be 3871.59±0.06±0.03±0.01 MeV/ c2 and width is \(0.96^{+0.19}_{-0.18}\pm 0.21\) MeV by the LHCb experiment recently [41]. The spin-parity quantum numbers are measured to be JPC=1++ [42]. If we look carefully at the potential model-predicted charmonium spectrum (c.f. Fig. 2), there is no position for the X(3872) at all. The only possible 1++ charmonium candidate is χc1(2P), which is expected to have a mass around 3960 MeV/ c2 and width >100 MeV. What is more, X(3872) has big Iso-spin (an usually conserved quantum number in the strong interaction) violation effect, which is also quite different from a normal charmonium state. By searching for its Iso-spin partner, we know X(3872) is a Iso-spin 0 state [43, 44]. However, the decay rate of X(3872)→ρJ/ψ [44, 45] and π0χc1 [46] (ρ and π0 is Iso-spin one) are anomalously large, which is an order of magnitude higher than a typical charmonium state, such as ψ(2S) [47].

People just note a pair of \(\bar {D^{0}}\) and D∗0 mesons have a mass threshold 3871.68±0.08 MeV/ c2 [7], which is quite close to the X(3872) mass. Thus, it is proposed that X(3872) might be a loosely bound state of two mesons (\(\bar {D^{0}}\) and D∗0) by nuclear force, like a deuteron, which is usually referred to as hadronic molecule state [48]. The molecule interpretation explains lots of decay behavior of X(3872), such as large decay rate to \(\bar {D^{0}}D^{*0}\) [49], Iso-spin violation, etc. However, it suffers from difficulty for the high production rate of X(3872) in high-energy proton anti-proton collision experiment [50]. It finally comes out X(3872) might be a mixture of a charmonium core (5%) plus big molecule component (95%) in its wave function.

Another interpretation is that X(3872) might be a compact object consisting of four quarks (the so-called tetraquark state). Different from the molecule state which is composed of two conventional mesons, tetraquark state is more like a genuine hadron with four quarks tightly confined in a “bag.” In order to calculate the tetraquark mass, this model groups two quarks together as a diquark (or diantidiquark) system, which shares similar behavior (such as the “color” freedom) as a single quark in QCD. The tetraquark picture also partly explains the X(3872) feature, such as Iso-spin violation etc. By using the X(3872) mass as input, several partner particles of the X(3872) are predicted from the tetraquark model [51]. Yet, these partners are still not established in the experiment.

4.2 The vector Y-family

In 2005, the BABAR experiment in US observed a new resonance in e+eπ+πJ/ψ process with mass near 4.26 GeV/ c2, which was named as Y(4260) [19]. To produce the resonance, the experiment use an initial-state-radiation method, which yields the spin-parity quantum numbers JPC=1−− for the Y(4260) resonance. The Y(4260) signal is later confirmed by the Belle [26] and CLEO-c [52] experiments. The Y(4260) mass is well above a pair of charm mesons (\(D\bar {D}, D\bar {D^{*}}\), and \(D^{*}\bar {D^{*}}\)). According to the potential model, vector charmonium state with mass above the open-charm threshold should dominantly decay to charm meson pairs. However, by far, we never see the decay of Y(4260) to open charm mesons. Instead, the Y(4260) tends to have large decay width to hidden charm [ J/ψ and ψ(2S)] final states. And there is also no position for the Y(4260) in the charmonium spectrum (c.f. Fig. 2).

A recent precise measurement of e+eπ+πJ/ψ cross section at BESIII in fact finds that the previous Y(4260) is an overlap of two narrow resonances—the Y(4220) and Y(4320) [53]. In addition, experimentally, we find more vector candidates. In the e+eπ+πψ(2S) process using the same initial-state-radiation method, the Belle experiment observed the Y(4360) and Y(4660) resonances [20], which are also confirmed by BABAR [54] and BESIII [55]. At the moment, all the vector charmonium states between 3.77 and 4.5 GeV predicted by the potential model are well established [7]. The appearance of these newly observed vector states obviously makes an overpopulation of the charmonium spectrum and hints us that some of them should be exotic states. The Y(4260) once was considered as a candidate for a hybrid state, as the lattice QCD calculate the charmonium hybrid mass around 4285 MeV/ c2 [56]. However, the precise mass measurement from BESIII experiment challenges this interpretation [53]. Other interpretations, such as hadronic molecule state, are also very popular [48].

4.3 The charged Z c states

For quite some time, people are not confident about the exotic hadrons, as they are electric neutral (such as the X(3872) and Y(4260)) and it is difficult to ruled out the possibility from an un-known (or not well known) charmonium state. With the discovery of charged Zc state, these doubts are eventually gone. The first charged candidate Zc(4430) was reported by the Belle experiment in BKπ±ψ(2S) decay [57]; unfortunately, it is not confirmed by the BABAR experiment in the same process [58]. The first convincing charged state is Zc(3900), which is described in Section 3 in details. Until then, there are many more charged Zc states reported from experiments [7], c.f. Table 1. Among them, the Zc(3900) resonance is the most solid one, as it is observed by 4 experiments. Its Iso-spin partner Zc(3900)0 is also established in π0π0J/ψ process by BESIII [59].

Table 1 The charged Zc states reported in experiments

The charged feature makes Zc states not possible to be a conventional charmonium state, but exotic hadrons. At the moment, people have no doubt about their exotic nature, but are more interested in their internal structures, i.e., how do multi-quarks bound together to form such a particle? Take the Zc(3900) as an example, there are two popular interpretations. One proposes that Zc(3900) is a hadronic molecule state, built of D±D∗0 (or D0D∗±) meson pair [48]. The Zc(3900) mass seems to match the D±D∗0/D0D∗± mass threshold, which is favored by the molecule model. The other proposes Zc(3900) is a tetraquark particle [60], which also agrees with early predictions for its mass. There are also voices that Zc(3900) might be due to kinematic effect [61], but such kind of explanation is lack of clear physics behind the model. More studies are still needed to reveal the internal structure of four-quark particles.

4.4 The pentaquark

In 2015, the LHCb experiment reported observation of two charged states, Pc(4380)/Pc(4450)→pJ/ψ in the ΛbKpJ/ψ process [62]. The mass and width for Pc(4380) are 4380±8±29 MeV/ c2 and 205±18±86 MeV; for Pc(4450) are 4450±2±3 MeV/ c2 and 39±5±19 MeV. The spin-parity (JP) are determined to be \(\frac {3}{2}^{+}/\frac {5}{2}^{-}\) or \(\frac {5}{2}^{+}/\frac {3}{2}^{-}\) (these two cases are not able to be distinguished due to limited statistics) for Pc(4380)/Pc(4450). The Pc states decay to a proton plus a J/ψ. Similar to the Zc states, they are charged and cannot be conventional charmonium state. They should contain five quarks inside—so-called pentaquark. In 2019, the LHCb experiment updates the study with 10 times more statistics. A narrow Pc(4312) state is further observed, and the Pc(4450) splits into two— Pc(4440) and Pc(4457) [63], respectively. Regarding the nature of pentaquark, it is similar to charged Zc states. Due to matching some baryon-meson pair mass threshold (\(\Sigma _{c}^{+}\bar {D^{0}}/\Sigma _{c}^{+}\bar {D^{*0}}\)), the hadronic molecule interpretation is popular [48].

5 Summary

The traditional Quark Model works well over the past half century. In 2013, both the BESIII experiment and the Belle experiment observed the charged Zc(3900) state, which is the first convincing particle consisted of four quarks. Zc(3900), together with other newly observed XYZ particles, obviously show the existence of QCD exotic hadrons, which refreshes our knowledge about the hadronic matter in the universe. About the detailed structure of these new particles, it is still in progress at the moment. Theoretically, we propose various models, such as molecule, and tetraquark to explain their nature. Experimentally, more and more data is coming, such as the BESIII experiment in China, the Belle II experiment in Japan, the LHCb experiment in Europe, and the \(\bar {P}\)ANDA experiment in Germany, which will give more precise measurements. With the study of XYZ particles, we are entering into a new era of modern hadron spectroscopy, which will finally deepen our understanding about the QCD theory and also the strong interaction.