Ref.: PLATO-UWA-PSMWPD-001 PSM WPDs DEVELOPMENT Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 1/200 Astronomy Group, Department of Physics, University of Warwick PMC SCIENCE MANAGEMENT WORK PACKAGE DESCRIPTIONS DEVELOPMENT Name & Society Prepared by Date Signature 1st September 2015 Don Pollacco PSM Coordinator David J. A. Brown PSM Project Office Approved by Authorized by ARCHIVING: Heike Rauer PLATO mission Consortium Lead 1st September 2015 1st September 2015 Don Pollacco PSM Coordinator Limited Diffusion DOCUMENT HANDLED IN CONFIGURATION: No Public x PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 2/200 Table of Contents PSM Coordination PSM WP 100 000 12 PSM Project Office PSM WP 101 000 13 PSM Coordination Team PSM WP 103 000 14 Exoplanet Science Coordination PSM WP 110 000 15 Coordination of Tools for Lightcurve Filtering PSM WP 111 000 16 Specification of Tools for Lightcurve Filtering PSM WP 111 100 17 Specification of Tools for Detecting and Filtering Residual Instrumental Noise PSM WP 111 200 18 Specification of Planet Detection Tools PSM WP 112 000 19 Transit Detection Tools PSM WP 112 100 20 Detection of Single and Unusual Transit Events PSM WP 112 200 21 Detection of Exoplanet Systems via Reflected Light PSM WP 112 300 22 Other Detection Methods PSM WP 112 400 23 Eclipse Timing Variations in Eclipsing Binaries PSM WP 112 420 24 Phase Variations in Pulsating Stars PSM WP 112 430 25 Multi-Planet Systems PSM WP 112 500 26 Photometric Detection of Circumbinary Planets PSM WP 112 510 27 Planets in Trojan Orbits PSM WP 112 520 28 Exomoons and Binary Planets PSM WP 112 530 29 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 3/200 Other Multiple Systems PSM WP 112 540 30 Transit Time Variations and Transit Duration Variations (TTV / TDV) PSM WP 112 600 31 TTV / TDV Detection PSM WP 112 610 32 TTV / TDV Modelling PSM WP 112 620 33 Specification of Procedures to Rank Planet Candidates PSM WP 113 000 34 Rank Planet Candidates PSM WP 113 100 35 Specification for Space Based False Positive Identification Through Centroid Analysis PSM WP 113 200 36 Astrophysical False Positives PSM WP 113 300 37 Specification of Transit Fitting Tools PSM WP 114 000 38 Specify Transit Curve Modelling Tools PSM WP 114 100 39 Specify Tools for Accurate Orbital Period Determination PSM WP 114 200 40 Rossiter-McLaughlin Modelling Tools PSM WP 114 300 41 Development of PLATO Data Specific Science PSM WP 115 000 42 Astrophysical Noise Sources and Their Impact on RV Determination PSM WP 115 100 43 Improved Planetary System Characterisation PSM WP 115 200 44 Planet-Star Interactions PSM WP 115 300 45 Transits of Close-in Objects PSM WP 115 400 46 Non-Transiting Planets via REBs PSM WP 115 500 47 Development of PLATO Interpretation Specific Science PSM WP 116 000 48 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 4/200 Compositions & Formation of Gas & Ice Giants PSM WP 116 100 49 The Mass-Radius Relationship for Terrestrial Planets PSM WP 116 200 50 Planetary Formation and Orbital Evolution PSM WP 116 300 51 Protoplanetary Disc Models PSM WP 116 310 52 Disc-Planet Interactions PSM WP 116 320 53 The Assembly of Planetary Systems PSM WP 116 330 54 The Post-Formation Long-Term Dynamical Evolution of Planetary Systems PSM WP 116 340 55 Planet Formation and Evolution in Binary Systems PSM WP 116 350 56 Influence of Birth Environment on the Formation and Evolution of Planetary Systems PSM WP 116 360 57 Post-Main Sequence Evolution of Planetary Systems PSM WP 116 370 58 Statistical Comparison Between Theory and PLATO Data PSM WP 116 380 59 Atmospheres of PLATO Terrestrial Planets PSM WP 116 400 60 PLATO Habitable Zone Planets PSM WP 116 500 61 Environments of PLATO HZ Planets PSM WP 116 510 62 Astrophysical Factors Influencing Habitability of PLATO Planets PSM WP 116 520 63 Climate / Atmospheres of PLATO Habitable Zone Planets PSM WP 116 530 64 Dynamical Interactions in Multi-Planet Systems PSM WP 116 600 65 Long-Term Dynamical Evolution of Planetary Systems PSM WP 116 610 66 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 5/200 Stability and Resonances in Multi-Planet Systems PSM WP 116 620 67 Tidal Dissipation and Evolution of Multi-Planet Systems PSM WP 116 630 68 Rotational Evolution of Planets in Multiple Systems PSM WP 116 640 69 Planetary Ephemerides of PLATO Systems PSM WP 116 650 70 Specifications for Interface to Other PSM WPs and PDC PSM WP 117 000 71 Stellar Science Coordination PSM WP 120 000 72 Stellar Models PSM WP 121 000 73 1D Stellar Models PSM WP 121 100 74 Very Low-Mass Stellar Models PSM WP 121 110 75 Low Mass Stellar Models PSM WP 121 120 76 Theoretical Oscillation Frequencies PSM WP 121 130 77 Transport Processes PSM WP 121 200 78 PMS Evolution PSM WP 121 300 79 2D / 3D Stellar Evolution Models PSM WP 121 400 80 Evolution of Stars in Multiple Systems PSM WP 121 500 81 Non-Seismic Diagnostics and Model Atmospheres PSM WP 122 000 82 1D Model Atmospheres PSM WP 122 100 83 3D Model Atmospheres PSM WP 122 200 84 Fundamental Stellar Parameters PSM WP 122 300 85 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 6/200 Limb Darkening PSM WP 122 400 86 Interstellar Extinction PSM WP 122 500 87 Stellar Activity and Rotation PSM WP 123 000 88 Spot Models PSM WP 123 100 89 Surface Convection (1D & 3D) PSM WP 123 200 90 Models of Rotational Evolution and Gyrochronology PSM WP 123 300 91 Dynamos and Differential Rotation PSM WP 123 400 92 Tools to Measure Rotational Modulation PSM WP 123 500 93 Stellar Rotation from Transits PSM WP 123 600 94 Seismic Diagnostics PSM WP 124 000 95 Forward Approaches PSM WP 124 100 96 Inverse Techniques PSM WP 124 200 97 Acoustic Glitches PSM WP 124 300 98 Determination of Stellar Parameters PSM WP 125 000 99 Scaling Laws PSM WP 125 100 100 Incorporating Classical Parameters PSM WP 125 200 101 Seismic Parameters PSM WP 125 300 102 Open Clusters PSM WP 125 400 103 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 7/200 Mode Physics PSM WP 126 000 104 Mode Amplitude and Near-Surface Effects on Mode Parameters PSM WP 126 100 105 Mode Line-Width PSM WP 126 200 106 Intensity-Velocity Relation PSM WP 126 300 107 Seismology of Magnetic Activity PSM WP 126 400 108 Seismic Constraints From Aging Stars PSM WP 127 000 109 Stellar Models of Evolved Stars PSM WP 127 100 110 Seismic Diagnostics for Evolved Stars PSM WP 127 200 111 Constraints on Main-Sequence Stars PSM WP 127 300 112 Power Spectrum Fitting Tools PSM WP 128 000 113 Average Seismic Parameters PSM WP 128 100 114 Mode Fitting Tools PSM WP 128 200 115 Solar-Like Stars PSM WP 128 210 116 Solar-Like Stars with Planets PSM WP 128 220 117 Multiple Stars PSM WP 128 230 118 Ensemble Fit PSM WP 128 240 119 Fitting Tools for Evolved Stars PSM WP 128 250 120 Interfaces PSM WP 129 000 121 Target / Field Characterization and Selection PSM WP 130 000 122 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 8/200 Project Office Assistant PSM WP 130 100 123 Catalogues Analysis PSM WP 131 000 124 Gaia Catalogues Analysis PSM WP 131 100 125 Astrometric Analysis PSM WP 131 110 126 Photometric Analysis PSM WP 131 120 127 Spectroscopic Analysis PSM WP 131 130 128 Gaia Parameters Extraction PSM WP 131 140 129 PLATO-Gaia Simulations PSM WP 131 150 130 Other Large Catalogues Analysis PSM WP 131 200 131 Photometric and Astrometric Catalogues PSM WP 131 210 132 M-Dwarfs PSM WP 131 220 133 M-Dwarfs as Planet Hosts PSM WP 131 221 134 Stellar Activity PSM WP 131 230 135 Binary Systems PSM WP 131 240 136 Large Spectroscopic Catalogues PSM WP 131 250 137 Known and Candidate Exoplanets PSM WP 131 260 138 Single Target Additional Data PSM WP 131 300 139 High Resolution and Deep Imaging PSM WP 131 310 140 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 9/200 Spectroscopic Data PSM WP 131 320 141 Preparatory Observations PSM WP 131 330 142 K2 Data PSM WP 131 400 144 TESS Data PSM WP 131 500 145 Contaminant Analysis PSM WP 131 600 146 Contaminant Modelling Tool PSM WP 131 610 147 Gaia Analysis of Contaminants PSM WP 131 620 148 Contaminant Analysis From Other Catalogues PSM WP 131 630 149 Field and Target Selection PSM WP 132 000 150 Field Selection PSM WP 132 100 151 Target Selection and Prioritisation PSM WP 132 200 152 PLATO Field Contaminants PSM WP 132 300 153 Single Target Contaminants PSM WP 132 310 154 False Alarm Probability PSM WP 132 320 155 Interface to Other PSM WPs and PDC PSM WP 133 000 156 Interface to Other PSM WPs PSM WP 133 100 157 Interface to PDC PSM WP 133 200 158 Interface Gaia-PLATO PSM WP 133 300 159 Interface to PLATO CCD Image Simulator PSM WP 133 400 160 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 10/200 Interface to TOU PSM WP 133 500 161 Coordination of PLATO Follow-Up Observations PSM WP 140 000 162 Strategy and Operation Preparation PSM WP 141 000 163 Target Distribution Requirements PSM WP 141 100 164 Aids for Optimizing Photometric and Spectroscopic Measurements PSM WP 141 200 165 Information Transfer PSM WP 141 300 166 Planet Yield Determination PSM WP 141 400 167 Radial Velocity Follow-up PSM WP 142 000 168 Radial Velocity Computation and Global Analysis Tools PSM WP 142 100 169 First Radial Velocity Screening [≥ 10 m/s] PSM WP 142 200 170 Intermediate Precision Radial Velocity Follow-Up [3-5 m/s] PSM WP 142 300 171 Very High-Precision RV Measurements [≤ 1 m/s] PSM WP 142 400 172 Infrared Radial-Velocity Measurements PSM WP 142 500 173 Time Critical Photometry PSM WP 143 000 174 Photometry Specific Tools PSM WP 142 100 175 Photometric Follow-Up with Small Telescopes PSM WP 143 200 176 Standard Photometric Observations PSM WP 143 300 177 Very High Precision Photometric Observations PSM WP 143 400 178 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 11/200 High Angular Resolution Imaging PSM WP 144 000 179 Imaging Analysis Tools PSM WP 144 100 180 Single-Epoch Seeing-Limited Imaging PSM WP 144 200 181 Reconnaissance High Resolution Imaging PSM WP 144 33 High Contrast Imaging PSM WP 144 400 182 183 Candidate Classification PSM WP 144 500 184 Additional Exoplanet Follow-Up PSM WP 145 000 185 Transmission Spectroscopy Follow-Up PSM WP 145 100 186 Secondary Eclipse and Phase-Variation Spectroscopy PSM WP 145 200 187 Developing Techniques for Atmosphere Characterization PSM WP 145 300 184 Rossiter-McLaughlin Observations PSM WP 145 400 189 Additional Long Term Follow-Up (RV and Transit Timing) PSM WP 145 500 190 Spectroscopy PSM WP 146 000 191 Activity Indicators and Doppler Information on Active Stars PSM WP 146 100 192 Tools for Spectral Classification PSM WP 146 200 193 Infrared Spectroscopy PSM WP 146 300 194 Spectropolarimetric Follow-Up PSM WP 146 400 195 Performance Assessment & FU Efficiency PSM WP 147 000 196 Interfaces to Other PSM WPs and PDC PSM WP 148 000 197 PSM WPDs DEVELOPMENT Complementary Science PSM WP 160 000 Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 12/200 198 PSM WPDs DEVELOPMENT PSM Coordination Leader: Don Pollacco Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 13/200 PSM WP 100 000 Development phase 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. Pollacco Objectives: Overall coordination of PMC Science Management activities. Tasks: 1. 2. 3. 4. 5. 6. 7. Coordinate activities of PSM team Coordinate its interfaces with the PDC, the PLATO instrument and ESA Ensure the required PDC input and documentation is delivered on time with the requested quality level Organization of regular meetings of the PSM coordination team Organization of workshop to involve the scientific community into PSM activities Overlook PR-activities by EPO Report on PSM activities to PCL, PMC board, and ESA Input: 1. Activities and reports from PSM task coordinators 2. Documentation of results obtained Dependencies: Close interactions foreseen with the PDC Coordination and the PSM Coordination Team (WP 103 000) & with all sub-packages in WP 110, 120, 130, 140, and 160 Output: 1. Specifications and data input to PDC 2. Coordinated PR and EPO activities Deliverables: 1. Reports from each PSM work packages listing recommendations for implementation within PDC 2. Input to PDC catalogues Milestones: 12/2016: Organize PMC Science Conference 09/2016: Ground Segment Requirement Review (GSRQR) 04/2017-05/2017: Internal PMC Product Design Review (PDR) 03/2020: Delivery of preliminary reports, specifications of algorithms and first data input to PDC 09/2018: Ground Segment Design Review (GSDR) 09/2022: Ground Segment Implementation Review (GSIR) 12/2022: Final reports and improved specifications, final pre-launch PDC input catalogue data to PDC 06/2023: Ground Segment Readiness Review (GSRR) Risks: 1. Late delivery of any of the outputs from PSM work packages will impact on the work of the PDC 2. Late delivery of field characterization tasks will impact target field selection for PLATO. PSM WPDs DEVELOPMENT PSM Project Office Leader: David J. A. Brown Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 14/200 PSM WP 101 000 Development phase 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. J. A. Brown Objectives: Support coordination of the PSM activities. Tasks: 1. 2. 3. 4. Organization of PSM meetings, teleconferences, etc. Organization of workshop with scientific community Editing of PSM documentation Interface between WP 100 000, WP 103 000, and sub-packages Input: Organizational requests from PSM Dependencies: Close interactions foreseen with the WP 100 000 and WP 103 000. Output: 1. Organization of meetings, teleconferences, etc. 2. Preparation of PSM documents Deliverables: Documentation of the PSM activities Milestones: 12/2016: Organize PMC Science Conference 09/2018: Ground Segment Requirement Review (GSRQR) 09/2019: Internal PMC Product Design Review (PDR) 03/2020: Delivery of preliminary reports, specifications of algorithms and first data input to PDC 09/2021: Ground Segment Design Review (GSDR) 09/2022: Ground Segment Implementation Review (GSIR) 12/2022: Final reports and improved specifications, final pre-launch PDC input catalogue data to PDC 06/2023: Ground Segment Readiness Review (GSRR) Risks: Minimal risks PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 15/200 PSM Coordination Team Leader: Don Pollacco Rev.: 5 Development phase PSM WP 103 000 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. Pollacco; PSM coordination team members Objectives: Coordinate and review PSM and PDC activities Tasks: 1. Review the progress of the SPM during the development phases by regular telephone conferences and meetings 2. Coordinate the science specifications and priorities between each SPM task needed to achieve the science goals 3. Agree on the final science specifications to be implemented in the PDC 4. Prepare and review the documents including final specifications and inputs for the PDC (first full draft by mid-2015 with later upgrades where needed 5. Review the implementation of PSM specifications and input at the PDC Input: 1. Activities and reports from PSM task coordinators 2. Documentation of results obtained 3. Report on implementations in PDC Dependencies: Close interactions foreseen with the WP 100 000 and all its sub-packages. Output: 1. Verified specifications and input for the PDC 2. Review documents Deliverables: Documentation on the activities of the PSM. Milestones: 12/2016: Organize PMC Science Conference 09/2018: Ground Segment Requirement Review (GSRQR) 09/2019: Internal PMC Product Design Review (PDR) 03/2020: Delivery of preliminary reports, specifications of algorithms and first data input to PDC 09/2021: Ground Segment Design Review (GSDR) 09/2022: Ground Segment Implementation Review (GSIR) 12/2022: Final reports and improved specifications, final pre-launch PDC input catalogue data to PDC 06/2023: Ground Segment Readiness Review (GSRR) Risks: Late delivery of any of the outputs from the PSM will impact on the work of the PDC PSM WPDs DEVELOPMENT Exoplanet Science Coordination Leader: Don Pollacco Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 16/200 PSM WP 110 000 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. Pollacco Objectives: Coordination of exoplanet work packages for input to PDC. Tasks: 1. Liaise with work package coordinators over progress in meeting their objectives 2. Liaise and respond to the PMC Science Management Coordinator over project requirements 3. Attend meetings (etc.) as required Input: 1. PLATO Red Book 2. Scientific literature 3. Scientific specifications from the sub packages 4. Scientific validation and update on the algorithms by the Exoplanet Science sub packages Dependencies: All sub-packages Output: 1. Successful completion of exoplanet work packages as input to PDC 2. Scientific specification for both algorithm & tools Deliverables: Reports from each work packages listing recommendations for performance evaluation and improvements during development phase. Milestones: 04/2017: Delivery of initial set of scientific specifications to the PDC 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Late delivery of any of the outputs from these work packages will impact on the work of the PDC. PSM WPDs DEVELOPMENT Coordination of Tools for Lightcurve Filtering Leader: Antonino F. Lanza Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 17/200 PSM WP 111 000 04/2016 — 12/2023 Institution: INAF-Catania (Italy) Key Personnel: A. F. Lanza; S. Aigrain (Oxford); F. Faedi (Warwick) Objectives: To coordinate work packages looking at noise sources (both astrophysical and instrumental) in the PLATO photometry. To deliver algorithms and specifications to reduce the impact of noise on transit detection and modelling. Tasks: 1. Continue the evaluation of scientific literature on this topic (including new works from CoRoT and Kepler) 2. Assessment of algorithm descriptions and their requirements 3. Methods to test the implemented algorithms Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. Simulated PLATO data Dependencies: WP 111 100, WP 111 200, PLATO End-to-End Simulator Output: 1. Understanding of stellar noise on PLATO photometry and its impact on transit detection and modelling in collaboration with WP 112 000 and 114 000 2. Transfer of information through WP 117 000 Deliverables: 1. Reports on algorithms and specifications. 2. Reports on tests performed as algorithms and their implementation evolve. Milestones: 04/2017: Delivery of Initial Set of scientific specifications to the PDC 04/2018: Review and scientific validation implementation of algorithms done in the PDC 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: If astrophysical noise is not properly treated, small planets will only be detectable in the quietest of systems, i.e., with a solar-like level of stellar activity, and more transits will be required for detection. A good instrumental characterization is required to fully understand residual instrumental effects. PSM WPDs DEVELOPMENT Specification of Tools for Lightcurve Filtering Leader: Suzanne Aigrain Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 18/200 PSM WP 111 100 04/2016 — 12/2023 Institution: Oxford University (UK) Key Personnel: S. Aigrain; 1 postdoc (Oxford) Objectives: To understand and minimize the impact of stellar noise on transit detection with PLATO through the evaluation and development (as necessary) of light curve filtering algorithms Tasks: 1. Continued evaluation of scientific literature (including unpublished works from CoRoT and Kepler) 2. Development and testing of algorithms for different types of variability Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. Simulated PLATO data Dependencies: 1. PLATO End-to-End Simulator Output: 1. Understanding of stellar noise on PLATO transit photometry 2. Scientific specifications for noise handling algorithms Deliverables: 1. Report on WP activity 2. Algorithm(s) for implementation by PDC Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: If this is not understood, small planets will only be detectable in the quietest of systems, and more transits will be required for detection. PSM WPDs DEVELOPMENT Specification of Tools for Detecting and Filtering Residual Instrumental Noise Leader: Don Pollacco Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 19/200 PSM WP 111 200 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. Pollacco; F. Faedi (Warwick) Objectives: To simulate the effect of systematic noise arising in the PLATO instrument itself and its effects on transit detection. To adapt and optimize mitigation techniques outlined earlier. This WP will also produce test data to be used by other exoplanet WPs for benchmarking the PDC Exoplanet software. Tasks: 1. Optimization of algorithms via the analysis of light-curves residuals after de-trending. 2. Develop and assessment of algorithms for different types of systematic noise sources. 3. Develop test data to be used in benchmarking (and testing) the PDC exoplanet software. Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. CoRoT and Kepler datasets Dependencies: Exchange of information and coordination with WP 112 and WP 114, PLATO End-to-End Simulator Output: Mitigation of the effects of residual instrumental noise on PLATO photometry. For example residuals correlation with colour, magnitude, time scale of observation. Test for the optimal de-trending technique. Deliverables: 1. Report on status and tests of algorithms 2. Report on bench mark datasets Milestones: 12/2016: Results from the use of Kepler data to assess the algorithm performance for PLATO 04/2017: Production of specification for bench mark and identification of existing and synthetic datasets 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: If residual systematic noise is not well understood and removed, it could affect significantly the detection of small transit signals in particular on long time scales (fewer transits) making Earth-analogue hard to identify in the data (one transit detection). PSM WPDs DEVELOPMENT Specification of Planet Detection Tools Leader: Juan Cabrera Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 20/200 PSM WP 112 000 Development phase 04/2016 — 12/2023 Institution: DLR (Germany) Key Personnel: J. Cabrera; NN (DLR) Objectives: Coordination of the activities of the sub-work packages related to planet detection by different methods. Coordination of the exchange of information among the sub-WP. Coordination of the exchange of information between the sub-WP and the PSM structure. Coordination of the specifications of the simulated data that will be used for the tests of the algorithms. See that reports, algorithms, and specifications are delivered on time. Tasks: 1. Liaise with sub-work package leaders 2. Liaise with Exoplanet coordinator 3. Responsible for reports and algorithms from sub-work packages Input: 1. Scientific literature 2. PLATO Red Book 3. Current PLATO performance estimation 4. PLATO Specifications 5. Simulated PLATO light curves Dependencies: Close interactions foreseen with the WP 111 000; 113 000; 114 000 and sub-WPs, PLATO End-to-End Simulator Output: Scientific specifications of planet detection algorithms and strategies for PDC Deliverables: Reports from sub-work packages and scientific specifications of transit detection tools Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Planet detection is a key area for the success of PLATO. Ability and efficiency of planet detection will be impaired without an optimized solution for PLATO data sets. PSM WPDs DEVELOPMENT Transit Detection Tools Leader: Juan Cabrera Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 21/200 PSM WP 112 100 04/2016 — 12/2023 Institution: DLR (Germany) Key Personnel: J. Cabrera; NN (DLR); S. Aigrain (Oxford); R. Alonso (IAC); A. Bonomo (INAF-Torino); Carone (Leuven); S. Carpano (ESTEC/ESA); P. Eigmüller (DLR); A. Ofir (Weizmann); M. Pätzold (Köln) L. Objectives: Transit detection algorithms (TDA) are mathematical tools that take as input stellar light curves (LC) and provide as output a statistic that evaluates the presence of a transit-like signature in the LC. There is abundant literature referring to the TDA tools and the different approaches in the analysis of the data followed by ground-based and space-based surveys. The objectives of the WP 112 100 are to find out which approach and which TDA or set of TDAs apply better to the PLATO observing strategy guaranteeing that the requirements for the success of the PLATO mission are fulfilled. Taking as an input the study done during the definition phase, the objectives of the WP 112 100 will be to design the transit detection strategy, identifying the particular challenges from the experience acquired during the CoRoT and Kepler missions, to assess the capabilities of the existing TDA and deciding which improvements have to be developed, and to provide the PDC with a set of tested tools for their implementation. Tasks: 1. Design a realistic transit detection test on simulated PLATO data, including the most updated knowledge on the expected levels of stellar and instrumental residuals in the cleaned light curves. The test will scientifically validate the capabilities of several TDA 2. Coordinate a taskforce who will analyse the results of the transit detection test, study the performances of the different TDA, propose modifications and optimizations 3. Document the results of the tests and propose the PDC an strategy for transit detection and a set of TDA for their implementation 4. Advise the PDC in the implementation of the recommended strategy and TDA. Assess that the quality levels required are achieved. Provide new input if needed Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. PLATO specifications and simulated PLATO light curves Dependencies: WP 110, WP 116, WP 160, WP 112, PLATO End-to-End Simulator Deliverables: Report and scientific specifications of transit detection tools Milestones: 04/2017: Delivery of Initial Set of scientific specifications to the PDC 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specs in compliance with the PDC development plan Risks: Transit detection is a key area for the success of PLATO. Ability and efficiency of transit detection will be impaired without an optimized solution for PLATO data sets. PSM WPDs DEVELOPMENT Detection of Single and Unusual Transit Events Leader: Don Pollacco Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 22/200 PSM WP 112 200 Development phase 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. Pollacco; F. Faedi (Warwick); J. Cabrera (DLR); A. Erikson (DLR) Objectives: Reliable detection (or at least significance) from single and unusual transit events Light-curve properties: knowledge of advanced de-trending techniques, and of methods for analysing de-trended light curves, is crucial for the detection of individual transits; residual correlated noise (or variability) could prevent detection of individual, shallow signals, or oddly shaped events. Light curve morphology: an individual transit is temporally short compared to the out-of-transit lightcurve. Use the properties of the transit signal (shape, depth, timescale of ingress and egress, and duration) to define and build detection criteria. Identification using Blind Correlation Plots: (detection of individual events is independent of periodicity) for example compare the mean flux level to the rapid changes during ingress / egress, over a range of trial durations. Test for a degree of correlation of the observations over the expected / desired transit durations. Isolate possible in-transit points from out-of-transit points; estimate a per-point transit probability using the out-of-transit flat light-curve. Detection algorithms: test detection limits and algorithm performance using synthetic PLATO light curves. Assess detection probability of single and unusual events for a range of observation timespans, expected orbital periods, and host spectral types, accounting for different possible residual noise levels. Tasks: 1. Assessment of current transit detection techniques for small planets and / or noisy stars. 2. Detection algorithm development, and algorithm optimisation. 3. Determination of statistic of detection reliability for single and unusual events. Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. Simulated PLATO light curves Dependencies: Exchange of information and coordination with WP 111 000, WP 114 000, PLATO End-to-End Simulator Output: Scientific specifications for algorithms to detect (or at least statistically rank) transits from single, or unusually shaped, events and / or at low signal to noise. Deliverables: Report on status and scientific tests of algorithms. Milestones: 04/2017: Delivery of initial set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Ability and efficiency of transit detection will be impaired without an optimized solution for PLATO datasets. PSM WPDs DEVELOPMENT Detection of Exoplanet Systems via Reflected Light Leader: Ignas Snellen Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 23/200 PSM WP 112 300 04/2016 — 12/2023 Institution: University of Leiden (Netherlands) Key Personnel: I. Snellen Objectives: Detection of planets through their orbital phase variations, either from varying reflected light or thermal contributions. Tasks: 1. Evaluate the scientific literature on phase variations and especially on their recovery in the presence of systematic noise from the host star and likely noise sources from the spacecraft. 2. Conduct tests on data readily available from other space missions (CoRoT/Kepler) and simulated data 3. Develop and test an algorithm given above knowledge Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. Simulated PLATO light curves Dependencies: Discussions with WP 111, PLATO End-to-End Simulator Output: 1. Detection of planets through their phase variations 2. Increase in PLATO planet catch Deliverables: Report and scientific specifications of algorithms Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: The detection of phase variations offers a further technique to discover exoplanets in large numbers. For each planet detected through transit detection there will be tens maybe hundreds that will display orbital phase variations. However, the concept is not proven yet, and could be hampered by intrinsic stellar variability on similar timescales as the orbital period of the planet. PSM WPDs DEVELOPMENT Other Detection Methods Leader: Roberto Silvotti Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 24/200 PSM WP 112 400 Development phase 04/2016 — 12/2023 Institution: INAF-Torino (Italy) Key Personnel: R. Silvotti; V. Nascimbeni (INAF-Padova); S. Dreizler (Göttingen); S. Schuh (MPSSR); Burleigh (Leicester); Sz. Csizmadia (DLR); F.V. Hessman (Göttingen) M. Objectives: Comprehensive study of planet detection through other methods, in particular those based on timing: WP 112 600 (transit time variations and transit duration variations, TTV/TDV); WP 112 420 (eclipse timing variations in eclipsing binaries, circumbinary planets), and WP 112 430 (phase variations in pulsating stars). Extend PLATO discovery space to potentially very small planets/moons and to relatively unexplored types of stars. Tasks: 1. Coordination of WPs 112 420, 112 430. 2. Coordination of interfaces with WP 112 500 (Multi-planet Systems), WP 367 400 (Circumbinary Planet Parameters), and relevant sub-WPs of WP 160. 3. Coordination/collection of reports and requirements from sub-WP and delivery to WP 112 000 coordinator and PDC. Input: 1. Scientific literature, own expertise 2. PLATO Definition Phase Documentation 3. Current PLATO performance 4. Simulated PLATO light curves Dependencies: Coordination with WP 112 500 (Multi-planet Systems), WP 145 500 (Additional Long Term Follow-up (RV and Transit Timing)), WP 367 400 (Circumbinary Planet Parameters), and relevant sub-WPs of WP 160. PLATO End-to-End Simulator Output: 1. Well-tested science case with feedback for PDC. 2. Definition of preparatory and follow-up observations. Deliverables: 1. Observing plan for preparatory observations. 2. Reports/documents and requirements for PDC (specifications of algorithms). Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2017: Science case tested with existing data (ground based, CoRoT, Kepler, Plato simulations) 04/2018: Observing plan for preparatory observations 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Time sampling is a critical issue and can limit the minimum detectable mass of planets/moons. PSM WPDs DEVELOPMENT Eclipse Timing Variations in Eclipsing Binaries Leader: Stefan Dreizler, Sonja Schuh Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 25/200 PSM WP 112 420 04/2016 — 12/2023 Institution: Georg-August University Göttingen (Germany) Key Personnel: S. Dreizler; S. Schuh; F.V. Hessman (Göttingen); R. Silvotti (INAF-Torino) Objectives: To use PLATO photometry to detect planets by means of eclipse timing variations in eclipsing binaries (circumbinary planets). Extend PLATO discovery space to relatively unexplored types of stars. Tasks: 1. 2. 3. 4. 5. Perform test analyses with existing (Kepler/CoRoT) and simulated data. Critically test analysis tools. Define and perform preparatory and follow-up observations. Assess false positive scenarios. Write relevant documents/reports. Input: 1. Scientific literature, own expertise 2. Light curve processing 3. Stellar parameters 4. Current PLATO performance 5. PLATO Simulated light curves Dependencies: Coordination with WP 112 500 (Multi-planet Systems), WP 367 400 (Circumbinary Planet Parameters), PLATO End-to-End Simulator Output: 1. Well-tested science case with feedback for PDC. 2. Definition of preparatory and follow-up observations. Deliverables: 1. Observing plan for preparatory observations. 2. Reports/documents and requirements for PDC (scientific specifications of algorithms). Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2017: Science case tested with existing data 04/2018: Observing plan for preparatory observations 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Time sampling is a critical issue and can limit the minimum detectable mass of planets. PSM WPDs DEVELOPMENT Phase Variations in Pulsating Stars Leader: Roberto Silvotti Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 26/200 PSM WP 112 430 04/2016 — 12/2023 Institution: INAF-Torino (Italy) Key Personnel: R. Silvotti; S. Schuh (Göttingen); M. Burleigh (Leicester) Objectives: To use PLATO photometry to detect planets by means of pulsation phase variations in pulsating stars, in particular compact pulsators (white dwarfs, hot subdwarfs), thanks to their short periods down to few minutes. Extend PLATO discovery space to relatively unexplored types of stars. Tasks: 1. 2. 3. 4. 5. Perform test analyses with existing (Kepler/CoRoT) and simulated data. Critically test analysis tools. Define and perform preparatory and follow-up observations. Assess false positive scenarios. Write relevant documents/reports. Input: 1. Scientific literature, own expertise 2. Light curve processing 3. Stellar parameters 4. Current PLATO performance 5. PLATO Simulated light curves Dependencies: Coordination with relevant sub-WPs of WP 160. PLATO End-to-End Simulator Output: 1. Well tested science case with feed-back for PDC 2. Definition of preparatory and follow-up observations Deliverables: 1. Observing plan for preparatory observations 2. Reports/documents and requirements for PDC (algorithms) Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2017: Science case tested with existing data 04/2018: Observing plan for preparatory observations 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Time sampling is a critical issue and can limit the minimum detectable mass of planets. PSM WPDs DEVELOPMENT Multi-Planet Systems Leader: Silvano Desidera Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 27/200 PSM WP 112 500 Development phase 04/2016 — 12/2023 Institution: INAF-Padova (Italy) Key Personnel: S. Desidera; G. Picogna (INAF-Padova) Objectives: Comprehensive study of planet occurrence in multi-body systems (either binary or multiple stars, or multiple planets), and their photometric detectability using PLATO (algorithms, targets) Tasks: 1. Coordination of WP 112 510, 112 520, 112 530, 112 540 2. Coordination of interfaces with WP 112 400 on timing detections of multi-planet systems 3. Collection of reports and requirements from sub-WP and delivery to WP 112 000 coordinator Input: 1. Scientific literature 2. PLATO Definition Phase documentation 3. PLATO Simulated light curves Dependencies: Coordination with WP 112 400 needed, PLATO End-to-End Simulator Output: 1. Reports on detectability of planets in multiple systems with PLATO 2. Detection algorithms for photometric detections of multi-planet systems 3. Target and target parameters Deliverables: Interim Report, Final Report, Requirements for PDC (detection algorithms), Requirements for PIC (targets and their parameters) Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Photometric Detection of Circumbinary Planets Leader: Hans J. Deeg Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 28/200 PSM WP 112 510 04/2016 — 12/2023 Institution: IAC (Spain) Key Personnel: H.J. Deeg; 1 postdoc Objectives: 1. Preparation for detection/characterization of circumbinary planets, primarily from PLATO photometric data, towards a maximisation in the numbers and variety of circumbinary planets detected. 2. Implications in mission design/protocols for observing/data-handling and maximizing science return. 3. Optimization of existing or newly developed detection methods. 4. Preparation to coordinate detection effort during flight phase, and its publication and dissemination. Tasks: 1. Continued review of the scientific literature and consequent adaptation of WP objectives and methods. 2. Sample definition: definition of expected sample for circumbinary planet searches (e.g. sample size and characteristics). It consists in an initial estimate for the sample, which will be refined and updated alongside the evolution and eventual freezing of PLATO mission specs. 3. Detection methods: a. Initially: revision of existing methods and algorithms. This includes: evaluation of their sensitivity, requirements onto PLATO data; need for auxiliary data; potential results b. Selection of methods and development/implementation in PLATO data analysis protocol. c. Testing of these methods with simulated data and definition of their performance. d. Feedback to PMC Science coordination about design aspects that may allow an optimization of the mission towards the WP objectives 4. Definition of auxiliary data that will be needed: revising their availability in literature or databases or defining the observations required from other instruments (ground or space). Input: 1. Scientific literature, PLATO Definition Phase docs and estimation of PLATO performance 2. Ongoing progress from: WP 112 100, 112 300, 112 400, other WP’s related to Eclipsing Binaries Dependencies: Specification of PLATO mission parameters, performance and data format, PLATO End-to-End Simulator Output: 1. Ongoing review of circumbinary planet detections and methods 2. Development of protocol to detect and characterize circumbinary planets, including: data processing and detection algorithm; definition of additional data that are needed; 3. Framework for interactive tools for detection of circumbinary planets and archiving of results. Deliverables: Report; detection algorithms; publications of algorithms and their expected detection performance Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specs in compliance with the PDC development plan Risks: Unknown abundance of circumbinary planets does not permit that their discovery will be guaranteed. PSM WPDs DEVELOPMENT Planets in Trojan Orbits Leader: Francesco Marzari Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 29/200 PSM WP 112 520 04/2016 — 12/2023 Institution: University of Padova (Italy) Key Personnel: F. Marzari; G. Picogna (INAF-Padova) Objectives: Study of potential occurrence of Trojan planets (either co-orbital companions of planets or in binary systems) and of their detectability using PLATO. Tasks: 1. Continued review of the scientific literature in this area. 2. Identify selection criteria for binary systems candidates to host Trojan planets (suitable values of mass ratio and eccentricities leading to stable tadpole orbits) 3. Develop in depth formation scenarios for Trojan planets that may help in candidate selection 4. Elaborate strategies for detecting Trojan companions to transiting extrasolar planets. These methods are based either on direct photometric detection at transit of the Trojan planet or on long-term monitoring of the parent planet orbit looking for gravitational perturbations by an unseen Trojan companion. 5. Other Science development needed to fully exploit PLATO data. Input: 1. Scientific literature 2. PLATO Definition Phase documentation 3. Simulated PLATO light curves Dependencies: Detectability of Trojan planets using timing techniques considered in WP 112 400, PLATO End-to-End Simulator Output: Ongoing review of published knowledge. Selection criteria for binary systems candidates to host Trojan planets. Stability analysis of Trojan planets with chaos indicator like Laskar's frequency map analysis or Fast Lyapunov indicators. Algorithms for photometric detection of Trojan planets Algorithms for analysis of the orbits of photometrically detected planets looking for gravitational signatures of a lower mass Trojan companion. Deliverables: Reports, computer codes, detection algorithms, requirements for target selection and target parameters. Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Unknown abundance of Trojan planets does not permit that their discovery will be guaranteed. PSM WPDs DEVELOPMENT Exomoons and Binary Planets Leader: Gyula Szabo Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 30/200 PSM WP 112 530 04/2016 — 12/2023 Institution: Konkoly Observatory (Hungary) Key Personnel: G. Szabo; A. E. Simon (Konkoly) Objectives: The main task of this WP in the development phase is to develop tools that will enable us to identify binary exoplanets and moons orbiting extrasolar planets directly from the raw photometric data. According to pilot experiments with simulated data, PLATO will be able to detect exomoons down to those similar in size to the largest moons in our Solar System. Algorithms will be applied to all transiting planets and candidates identified by PLATO, thus the input catalogue of objects will be compiled in the operational phase. Tasks: 1. 2. 3. 4. 5. 6. Define the characteristics of systems which have a detectable exomoon in PLATO data Development of detection tools of binary planets Development of detection tools of exomoons in the averaged folded light curves (Algorithm 1) Development of detection tools of exomoons in the scatter peak of folded light curves (Algorithm 2) Development of detection tools in the case of several moons orbiting the same planet Science development needed to fully exploit PLATO data Input: 1. Scientific literature 2. PLATO Definition Phase documentation Dependencies: Interface with WP 112 400 for the detection of exomoons using timing, PLATO End-to-End Simulator Output: 1. Specification of those planets which host detectable exomoons with Algorithms 1 and 2 2. Specification of detectable systems with several moons 3. Detection probabilities and false alarm rates of various moons in many multiple systems based on simulated transit observations. 4. Ongoing review of published knowledge. 5. Development of theory (as required) to fully exploit PLATO data in this area. Deliverables: Reports, detection algorithms, requirements for target selection and target parameters. Milestones: 12/2016: End of the development and test of the simulators 12/2017: End of the development and test of the detection algorithms for single moons 12/2018: End of the development and test of the detection algorithms for several moons 12/2018: End of the development and test of the detection algorithms for binary planets 03/2019: Delivery of interim reports, detection algorithms and requirements on target and parameters 12/2019: Specification of systems with a single moon in terms of detection efficiency and false alarm probability 12/2020: Full specification of detectability, including binary planets and systems with several moons 09/2023: Delivery of final report on WP activity Risks: Unknown abundance of exomoons and binary planets does not permit that their discovery will be guaranteed. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 31/200 Other Multiple Systems Leader: Silvano Desidera Rev.: 5 Development phase PSM WP 112 540 04/2016 — 12/2023 Institution: INAF-Padova (Italy) Key Personnel: S. Desidera; G. Picogna (INAF-Padova); F. Marzari (INAF-Padova) Objectives: Study of planet occurrence in multi-body systems (either binary or multiple stars, or multiple planets), excluding those that are the subject of specific WPs (circumbinary planets, Trojan planets, exomoons and binary planets) and their photometric detectability using PLATO (algorithms, targets) Tasks: 1. Review of planet occurrence in multi-body systems (either binary or multiple stars, or multiple planets), excluding those that are the subject of other WPs (circumbinary planets, Trojan planets, exomoons and binary planets). 2. Study of potential effect on their detectability in photometric and spectroscopic data (except for detection based on timing techniques, that are included in WP 112 400). 3. Identification of science development needed to fully exploit PLATO data 4. Identification of algorithms for photometric identification of multi-planet systems in their various configurations 5. Identification of targets for searches of multi-planet systems in their various configurations Input: 1. Scientific Literature 2. PLATO Definition Phase documentation 3. Simulated PLATO light curves Dependencies: Coordination with WP 112 400 on synergy between photometric and timing methods to detect multi-body systems, PLATO End-to-End Simulator Output: Review of published knowledge. Simulations, Detection algorithms, Development of theory (as required) to fully exploit PLATO data in this area. Deliverables: 1. Reports on detectability of planets in multiple systems with PLATO 2. Detection algorithms for photometric detections of multi-planet systems 3. Target and target parameters Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 32/200 Transit Time Variations and Transit Duration Variations (TTV / TDV) Leader: Valerio Nascimbeni Rev.: 5 PSM WP 112 600 Development phase 04/2016 — 12/2023 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni; Sz. Csizmadia (DLR); G. Piotto (INAF-Padova); R. Silvotti (INAF-Torino) Objectives: To coordinate the activities of sub-work packages WP 112 610 (TTV / TDV Detection) and WP 112 620 (TTV / TDV Modelling), investigating the impact and potential of transit timing variations (TTVs) and transit duration variations (TDVs) on photometric observations of PLATO planetary systems. Coordination of information exchange between the sub-WPs. Coordination of information exchange between the sub-WPs and WP 112 000, and the wider PSM structure. To deliver reports, algorithms and specifications for the detection and modelling of both TTVs and TDVs. Tasks: 1. 2. 3. 4. Liaise with sub-work package leaders Liaise with Exoplanet coordinator Liaise with leader of WP 112 000 Responsible for reports and algorithms from sub-work packages Input: 1. Scientific literature 2. PLATO red book 3. Current PLATO performance estimates 4. PLATO specifications 5. Simulated PLATO light curves 6. Kepler, CoRoT, K2 observations of TTVs Dependencies: Coordination with WP 112 500 (Multi-planet Systems), coordination with WP 145 500 (Additional Long Term Follow-up: RV and Transit Timing), coordination with WP 112 000 (Specification of Planet Detection Tools), PLATO End-to-End Simulator Output: 1. Well-tested science case and best-suited algorithms with feedback for PDC. 2. Definition of preparatory and follow-up observations. Deliverables: 1. Observing plan for preparatory observations. 2. Reports/documents and requirements for PDC (specifications of algorithms). Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2017: Science case tested with existing data 04/2018: Observing plan for preparatory observations 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Low risk PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 33/200 TTV / TDV Detection Leader: Valerio Nascimbeni Rev.: 5 PSM WP 112 610 Development phase 04/2016 — 12/2023 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni; Sz. Csizmadia (DLR); G. Piotto (INAF-Padova); R. Silvotti (INAF-Torino) Objectives: To use PLATO photometry to measure planetary masses and to detect additional planets, moons, Trojans and sub-stellar companions by means of: (1) transit time variations (TTV) and (2) transit duration variations (TDV) of already identified planetary transits. This will extend the PLATO discovery space to potentially very small planets/moons, and make the follow-up easier. Tasks: 1. 2. 3. 4. Perform test analyses with existing (Kepler/CoRoT/K2) and simulated data. Critically test analysis tools. Define and perform preparatory and follow-up observations. Write relevant documents/reports. Input: 1. 2. 3. 4. 5. 6. 7. 8. Scientific literature Light curve processing Stellar parameters Current PLATO performance estimates Simulated PLATO light curves PLATO red book PLATO specifications Kepler, CoRoT, K2 observations of TTVs Dependencies: Algorithms of transit/ephemeris fitting from WP 114 100 and 114 200, coordination with WP 145 500 (Additional Long Term Follow-up: RV and Transit Timing), PLATO End-to-End Simulator Output: 1. Well-tested science case and best-suited detection algorithms with feedback for PDC. 2. Definition of preparatory and follow-up observations. Deliverables: 1. Observing plan for preparatory observations. 2. Reports/documents and requirements for PDC (specifications of algorithms). Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2017: Science case tested with existing data 04/2018: Observing plan for preparatory observations 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Low risk PSM WPDs DEVELOPMENT TTV / TDV Modelling Leader: Rosemary Mardling Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 34/200 PSM WP 112 620 Development phase 04/2016 — 12/2023 Institution: Geneva University (Switzerland) Key Personnel: R. Mardling; Objectives: TBD Tasks: 1. TBD Input: 1. TBD Dependencies: Coordination with WP 112 500 (Multi-planet Systems), algorithms of transit/ephemeris fitting from WP 114 100 and 114 200, coordination with WP 145 500 (Additional Long Term Follow-up (RV and Transit Timing)), PLATO End-to-End Simulator Output: 1. TBD Deliverables: 1. TBD Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2017: Science case tested with existing data 04/2018: Observing plan for preparatory observations 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: TBD PSM WPDs DEVELOPMENT Specification of Procedures to Rank Planet Candidates Leader: Magali Deleuil Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 35/200 PSM WP 113 000 04/2016 — 12/2023 Institution: Laboratoire d'astrophysique de Marseille (France) Key Personnel: A. Bonomo (INAF-Torino); M. Deleuil + temporary Objectives: Coordination of sub-work packages related to planet ranking procedures and algorithms Delivery of specification to PDC Tasks: 1. Liaise with sub-work package leaders 2. Liaise with Exoplanet Coordinator and PMC Science Management Coordinator as required 3. Responsible for reports and algorithms from sub-work packages Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation Dependencies: Reports from each work packages listing recommendations for implementation within PDC Output: Procedure for full ranking of candidates for follow-up observations Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Low risk PSM WPDs DEVELOPMENT Rank Planet Candidates Leader: Andrew Collier Cameron Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 36/200 PSM WP 113 100 04/2016 — 12/2023 Institution: St Andrews University (UK) Key Personnel: A. Collier Cameron Objectives: To specify an algorithm to be implemented by the PDC allowing the production of a list of planet candidates (and their likelihoods) Tasks: 1. Continued review of the scientific literature 2. Specify a procedure to produce a ranked list of candidates as a function of planet mass, determined from the results from lightcurve modelling and centroid fitting. 3. Algorithm specification and test for above Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation Dependencies: PLATO End-to-End Simulator Output: Report to work package leader Deliverables: Report and specifications of algorithms Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: If this work is not undertaken then the efficiency of planet detection/confirmation will decline. Less efficient use of limited follow-up observation resources PSM WPDs DEVELOPMENT Specification for Space Based False Positive Identification Through Centroid Analysis Leader: Magali Deleuil Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 37/200 PSM WP 113 200 04/2016 — 12/2023 Institution: Laboratoire d'astrophysique de Marseille (France) Key Personnel: M. Deleuil; A. Bonomo (INAF-Torino); J.-M. Almenara (LAM); C. Moutou (LAM) + temporary Objectives: To improve the quality of PLATO planet candidates by rejection of imposters as determined by their centroided positions and lightcurves. Use as background eclipsing binary rejection technique. Tasks: 1. Continued review of scientific literature 2. Review of centroiding and lightcurve measuring methods 3. Specification and test of algorithms for centroiding lightcurves and mimic rejection Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation Dependencies: PLATO End-to-End Simulator Output: Development of criteria and algorithms for centroid filtering. Deliverables: Report and specifications of algorithms Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: If this work is not undertaken then the efficiency of planet detection/confirmation will decline. Less efficient use of limited follow-up observation resources PSM WPDs DEVELOPMENT Astrophysical False Positives Leader: Andrew Collier Cameron Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 38/200 PSM WP 113 300 04/2016 — 12/2023 Institution: St Andrews University (UK) Key Personnel: A. Collier Cameron Objectives: To identify the list of astrophysical phenomena that can minim a planetary transit. To produce a procedure to identify those objects effected. Tasks: 1. Continued review of the scientific literature. 2. Critically examine likely and unlikely astrophysical false positives that could be present in PLATO data including grazing and blended stellar binaries and blended transiting gas-giant systems. 3. Find a mitigation procedure combining astrometric and photometric catalogue data with lightcurve modelling, to allow the most efficient identification of these objects with the minimal use of ground based telescope time. 4. Specify and test an algorithm to apply above technique Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation Dependencies: PLATO End-to-End Simulator Output: Procedure and algorithm for efficient mimic detection and mitigation. Deliverables: Report and algorithms Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: This WP directly affects the efficiency of the ground based follow up project and that of confirming planets. PSM WPDs DEVELOPMENT Specification of Transit Fitting Tools Leader: Szilard Csizmadia Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 39/200 PSM WP 114 000 Development phase 04/2016 — 12/2023 Institution: DLR (Germany) Key Personnel: Sz. Csizmadia; N.N. (DLR); A. Bonomo (INAF-Torino); M Gillon (Liège) Objectives: Coordinating the definition and development of a prototype for the PLATO Eclipse Fitting Tool PEFT, in coordination with the leaders of the sub-work packages WP 114 100 and WP 114 200. PEFT will have 3 purposes: - To help assessing the planetary nature of periodic signals found in PLATO data. - To deduce the posterior distributions for the eclipse parameters of confirmed planets. - To study astrophysical effects linked to the detected planets. For details, see the document 'WP 114 000. Design specifications for PEFT, the PLATO Eclipse Fitting Tool.’ Tasks: 1. 2. 3. 4. 5. 6. Liaise with leaders of sub-work packages WP 114 100 and WP 114 200. Liaise with the leader of the work package WP 113 000, as PEFT will be used to rank the candidates. Liaise with Exoplanet Coordinator and PMC Science Management Coordinator as required. Development of a PEFT prototype. Responsible for reports and algorithms from sub-work packages. Responsible for delivery of a PEFT prototype to PDC. Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. Simulated PLATO light curves Dependencies: WP 111, WP 112, PLATO End-to-End Simulator Output: Optimal tools to be used with PLATO data. Deliverables: Reports giving algorithms + models description and listing recommendations for implementation within PDC. PEFT software. Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Low quality planetary parameters due to inadequate codes, or inappropriately applied. PSM WPDs DEVELOPMENT Specify Transit Curve Modelling Tools Leader: Szilard Csizmadia Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 40/200 PSM WP 114 100 04/2016 — 12/2023 Institution: DLR (Germany) Key Personnel: Sz. Csizmadia; N.N. (DLR); A. Bonomo (INAF-Torino); M Gillon (Liège) Objectives: Specify the tools used in transit modelling Tasks: 1. Review of scientific literature 2. Evaluate the suitability of commonly used simplifications (e.g. small planet approximation) 3. Evaluate the suitability of different fitting techniques (e.g. Markov Chain Monte Carlo routines, Genetic algorithms etc.) 4. Specification and test of algorithms to be used and their extremes of applicability. 5. Tests on simulated data. 6. Assemble a team for the task Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. Simulated PLATO light curves Dependencies: Close interaction foreseen with the relevant tasks within WP 110, 113, 114, PLATO End-to-End Simulator Output: Transit fitting algorithms and their optimized areas of applicability. Deliverables: Report and algorithms Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: This WP will be one of the key tasks for PLATO to create L2-products. Poorly chosen algorithms, badly defined procedures and unforeseen scientific/procedural problems will cause delay in the delivery of products. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 41/200 Specify Tools for Accurate Orbital Period Determination Leader: Magali Deleuil Rev.: 5 Development phase PSM WP 114 200 04/2016 — 12/2023 Institution: Laboratoire d'astrophysique de Marseille (France) Key Personnel: M. Deleuil; A. Bonomo (INAF-Torino) Objectives: Specify period finding techniques and the generation of orbital ephemeris for single and multiple stars. Tasks: 1. 2. 3. 4. 5. Review of scientific literature Evaluate the suitability of commonly used period determination techniques Evaluate the suitability of commonly used methods of orbital ephemeris generation Extension of the above (and evaluation) to binary and multiple star systems Specification and test of algorithms for above. Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation 4. Commonly available codes within the PLATO community or freely available Dependencies: WP 112, PLATO End-to-End Simulator Output: Ability to produce accurate ephemeris for single and multiple systems. Deliverables: Report and specifications of algorithms Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC. 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Non-optimized orbital solutions will lead to inaccurate ephemeris. This will make the follow-up radial velocity observations inefficient. PSM WPDs DEVELOPMENT Rossiter-McLaughlin Modelling Tools Leader: Guillaume Hébrard Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 42/200 PSM WP 114 300 04/2016 — 12/2023 Institution: IAP/OHP (France) Key Personnel: G. Hébrard; F. Bouchy (LAM-CNRS); A. Collier Cameron (St Andrews); M. Gillon (Liège); Lecavelier (IAP); A. Santerne (Porto/CAUP); A. Triaud (Toronto) A. Objectives: Exploration of models and algorithms for Rossiter-McLaughlin analysis Tasks: 1. Define and develop the algorithms and tools to compute the Rossiter-McLaughlin (RM) effect, in classical way from radial velocity measurements and tomographic way from spectral line profile variation analysis. 2. Evaluate the prospects for differential RM (as a function of wavelength) for atmosphere characterization. 3. Specify the tools for the analysis. Input: 1. Estimation of the planet population detected by PLATO, with their basic physical properties (mass and radius) 2. The physical properties of their host stars, in particular their project rotational velocity vsini 3. Different available tools for RM analysis Dependencies: WP 142 XXX, WP 145 400, WP 145 100, WP 144 XXX, WP 114 000, PLATO End-to-End Simulator Output: Specifications of fitting tools to be included in the PLATO Eclipse Fitting Tool Deliverables: Report and specifications algorithms Milestones: 04/2017: Delivery of Initial Set of scientific specifications 04/2018: Review and scientific validation implementation of algorithms done in the PDC 09/2018 – 09/2023: Cyclic updates on the scientific specifications in compliance with the PDC development plan Risks: Low Risk PSM WPDs DEVELOPMENT Development of PLATO Data Specific Science Leader: Don Pollacco Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 43/200 PSM WP 115 000 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. Pollacco Objectives: Development of exoplanet science topics that impact on the analysis and subsequent follow-up of PLATO data. Tasks: 1. Liaise with sub-work package leaders 2. Liaise with Exoplanet Coordinator and PMC Science Management Coordinator as required 3. Responsibly for reports from sub-work packages Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation Dependencies: WP’s in this branch Output: Continued review of current state of knowledge and identification of important areas for future progress Deliverables: Reports from each sub-work package Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT Astrophysical Noise Sources and Their Impact on RV Determination Leader: Chris Watson Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 44/200 PSM WP 115 100 04/2016 — 12/2023 Institution: Queens University Belfast (UK) Key Personnel: C. Watson; 1 postdoc (QUB) Objectives: Understand the effects that astrophysical noise such as star spots and granulation has on the radial velocity follow-up required – especially for low mass planets. Develop and outline mitigation procedures, thereby enhancing the efficiency of the PLATO ground-based follow-up mission and broadening its span. Tasks: 1. 2. 3. 4. 5. Continued review of the scientific literature in this area. Model astrophysical noise and quantify its impact across the PLATO discovery regime. Algorithm development for spot jitter mitigation and follow-up optimization. Investigate granulation jitter reduction techniques specifically for low-mass planet detection. Identify further areas requiring science development to fully exploit PLATO data. Input: 1. Scientific literature and PLATO Red Book. 2. Current estimation of PLATO performance and ground-based facility capabilities. Dependencies: WP 140, WP 111, PLATO End-to-End Simulator Output: Review of current state of knowledge in this topic and identify areas that potentially impact PLATO. Report on potential noise mitigation procedures and reassess impact areas previously identified. Deliverables: Reports & specifications of noise reduction algorithms and/or strategies for ground-based follow-up. Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activities. 04/2017: Report on starspot jitter removal methods (larger planets around young/active stars). 04/2019: Interim report on granulation noise impact on radial velocity follow-up of smaller planets. 04/2022: Final report on mitigation procedures for granulation and impact for detecting small planets. 12/2023: Report on prioritizing & filtering strategies, and expected follow-up efficiency of PLATO overall. Risks: Reduced ground-based follow-up efficiency leading to increased pressures on ground-based facilities & overall reduction in the scientific impact of PLATO. Successful completion of this WP will enable increased small planet detection through efficiency savings in follow-up observations & enhanced detectability of more active systems than is currently envisaged. This will also lead to improved prioritisation of targets suitable for follow-up, further minimising pressure on ground-based facilities. PSM WPDs DEVELOPMENT Improved Planetary System Characterisation Leader: Alessandro Sozzetti Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 45/200 PSM WP 115 200 04/2016 — 12/2023 Institution: INAF-Torino (Italy) Key Personnel: A. Sozzetti; 1 postdoc (INAF-Torino) Objectives: To take advantage of the synergy between PLATO data and any other available spectroscopic, astrometric, and photometric info (across a broad range of wavelengths), both from the ground and in space, for improved modelling of the system architecture but also for betterment of the stellar primary characteristics. During implementation phase, (simulated) data from other sources will be combined with simulated PLATO data demonstrating expected system improvements. Where applicable, observing programs will be proposed to advance the synergetic effort ahead of PLATO launch. Tasks: 1. Continued review of the scientific opportunities presented from and instrumentation at current and future facilities 2. Use of simulated data to define comparison metrics for demonstrating the potential advantages and improvements on planetary systems characterization from combined datasets 3. Specification of an algorithm showing the use of external data within the different types of PLATO planets (e.g., Gaia astrometry for large planets detected as transiting within the PLATO datasets etc.) Input: 1. Scientific literature 2. Simulated (and actual) data from ground-based and space-borne facilities devoted to exoplanet detection 3. PLATO Red Book 4. Current estimation of PLATO performance, via detailed simulations Dependencies: WP 140, WP 111, PLATO End-to-End Simulator Output: Simulation results on the synergy between PLATO and other planet-hunting facilities. Algorithm demonstrating areas of applicability as a function of systems’ architecture and datasets combination. Where applicable, observational data on PLATO targets ahead of mission launch. Deliverables: Detailed report with global review of published knowledge and simulation results on the synergy between PLATO and other planet-hunting facilities. Specifications of algorithm demonstrating areas of applicability as a function of systems’ architecture and datasets combination. Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT Planet-Star Interactions Leader: Stéphane Mathis Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 46/200 PSM WP 115 300 04/2016 — 12/2023 Institution: CEA/DSM/LESIA - CNRS (France) Key Personnel: S. Mathis; I. Pagano (INAF-Catania); F. Remus (Paris/CEA/DSM); A.-S. Brun (CEA-CNRS); G. Scandariato (INAF-Catania); 1 postdoc Objectives: Detailed investigation on the gravitational and magnetic star-planet interactions: study of tidal interactions, of the impact of stellar activity on planetary environments, and of magnetic couplings such as stellar wind-planetary magnetosphere interactions and young star-disk couplings. Tasks: 1. Continued review of the scientific literature in this area. 2. Science developments needed to fully exploit PLATO data: general study of tidal interactions between planets and their host stars and of their consequences on planet and host star characteristics and dynamical evolution; general study of magnetic interactions between planets and their host stars and young stars and disks. 3. Identify the main analysis tools required to extract the star-planet interaction signatures from the PLATO light curves of planetary systems hosting Jovian planets in close-by orbits. 4. Specify the algorithms required to extract the star-planet interaction signatures from the PLATO light curves. Input: 1. Scientific literature 2. PLATO Red Book 3. Current estimation of PLATO performance Dependencies: WP 140, WP 111, PLATO End-to-End Simulator Output: 1. Ongoing review of published knowledge 2. Development of theory (as required) to fully exploit PLATO data in this area 3. Development of numerical codes (as required) to fully exploit PLATO data in this area Deliverables: Report, scientific publications, numerical codes and specifications of algorithms. Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of the mission. PSM WPDs DEVELOPMENT Transits of Close-in Objects Leader: Carole Haswell Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 47/200 PSM WP 115 400 04/2016 — 12/2023 Institution: The Open University Key Personnel: C Haswell Objectives: Study extremely close-in bodies including very hot Jupiters (e.g. WASP-12b), disintegrating rocky planets (e.g. KIC 1255b) and sub-planetary-sized bodies (e.g. exocomets around 51 Peg and older stars) in planetary systems. Examine and exploit their potential for informing theories of planet formation and evolution, and develop techniques for determining planetary compositions using mass loss from these objects. Generate statistical predictions for the frequency of these objects and their transit characteristics, and thus assess the benefits and drawbacks of various PLATO observing strategies. Tasks: 1. Review of relevant scientific literature. 2. Observations and modelling of transits of these bodies. 3. Observations, modelling and characterization of circumstellar gas and dust lost from close-in orbiting bodies. 4. Calculate statistical predictions for the occurance of undiscovered close-in bodies around PLATO targets. 5. Use archive and freshly acquired stellar spectroscopy to produce quantitative probability predictions for likelyhood of close-in bodies around individual stars within PLATO field. Input: 1. 2. 3. 4. 5. 6. Scientific literature PLATO Red book Current estimates of PLATO performance Tools and techniques developed for analysis of mass loss in WASP-12b, KIC 1255b and similar objects Observations of known and suspected extremely close-in planetary and sub-planetary-sized bodies. Archive high resolution stellar spectra from instruments such as HARPS, SOPHIE, HIRES, MIKE Dependencies: Interaction with WP 116 200 is expected. Output: 1. Prioritisation of targets within the PLATO field. 2. Population characterisation: Knowledge of the number and size distribution of extremely close-in orbiting bodies. 3. Tools and techniques for constraining the composition of close-in bodies from suitable transmission spectroscopy and photometry of transiting material lost from disrupting/evaporating planets Deliverables: Catalogue of confirmed and candidate hosts of mass-losing close-in bodies. Interim and final reports. Milestones: 07/2017: Delivery of interim report 04/2024: Delivery of final report on activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Non-Transiting Planets via REBs Leader: David Barrado Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 48/200 PSM WP 115 500 04/2016 — 12/2023 Institution: Centro de Astrobiología, INTA-CSIC (Spain) Key Personnel: D. Barrado; H. Bouy (CAB, INTA-CSIC); N. Huélamo (CAB, INTA-CSIC); M. Morales-Calderón (CAB, INTA-CSIC); J. Lillo-Box (CAB, INTA-CSIC) Objectives: Detection of non-transiting planets via beaming and ellipsoidal effects in the light curve (REBs). Tasks: 1. Preparation of the detection and modelling of the out-of-transit region of the light-curves to look for the ellipsoidal and beaming effects, both able to provide the mass of the surrounding planets for non-transiting systems. 2. Development of the statistical algorithm to analyse the high-spatial resolution images to be obtained once the planet host candidates are available. Strategy to prioritize the candidates. Feedback on task #1. Input: Task 1 - Current PLATO performance estimate. Kepler (and CHEOPS) light curves. Task 2 - Simulated high-resolution images to test the algorithm. Application of the algorithm to already existing high-resolution images from different ground-based instruments to test the algorithm. Dependencies: Task 1 - WP 111 000, 112 100, 112 300, 112 400, 114 000, 123 100, 125 000, 141 400. Task 2 - WP 112 000, 113 000, 132 100, 143 000. Output: Task 1 - Expected efficiency finding non-transiting planets. Task 2 - Algorithm to analyse the high-spatial resolution images. Deliverables: Task 1 - Detection and modelling algorithms and planet yield estimate based on REBs. Report on findings. Task 2 - Report and algorithm. Milestones: Task 1: 12/2017 Algorithm verification and delivery to PDC for implementation. 12/2020 Re-evaluation with CHEOPS data Task 2: 12/2018 Algorithm verification and delivery to PDC for implementation. Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT Development of PLATO Interpretation Specific Science Leader: Heike Rauer Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 49/200 PSM WP 116 000 04/2016 — 12/2023 Institution: DLR (Germany) Key Personnel: H. Rauer Objectives: Development of exoplanet science topics that impact on the interpretation of PLATO data. Tasks: 1. Liaise with sub-work package leaders 2. Liaise with Exoplanet Coordinator and PMC Science Management Coordinator as required 3. Responsibly for reports from sub-work packages Input: 1. Scientific literature 2. PLATO Red Book 3. Current estimation of PLATO performance Dependencies: WP 110, PLATO End-to-End Simulator Output: Continued review of current state of knowledge and identification of important areas for future Deliverables: Reports from each sub-work package Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. Rev.: 5 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 50/200 Compositions & Formation of Gas & Ice Giants Leader: Tristan Guillot Rev.: 5 Development phase PSM WP 116 100 04/2016 — 12/2023 Institution: OCA/CNRS (France) Key Personnel: T. Guillot; M. Havel (OCA) Objectives: Understand the expected impact of PLATO photometry on the mass vs. radius relationship of gas giants and its implications for their structure, composition and formation. Tasks: 1. Develop software enabling a routine, homogeneous calculation of the evolution of exoplanets (gas to ice giants) to be discovered by PLATO 2. Develop expertise for a statistical analysis of the data 3. Link planet evolution/structure/composition with up-to-date formation scenarios. Input: 1. CESAM/CEPAM stellar & planet evolution codes 2. Scientific literature 3. PLATO Red Book Dependencies: WP 110, PLATO End-to-End Simulator Output: Scientific analysis ‘pipeline’ including data analysis method and modelling software Deliverables: Reports, data analysis method, planet evolution modelling tool. Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 51/200 The Mass-Radius Relationship for Terrestrial Planets Leader: Frank Sohl Rev.: 5 Development phase PSM WP 116 200 04/2016 — 12/2023 Institution: DLR (Germany) Key Personnel: F. Sohl; N.N. (DLR) Objectives: Investigate the expected use of PLATO photometry and ground-based radial velocity observations for structural and compositional models of solid exoplanet interiors as inferred from corresponding mass vs. radius relationships. Tasks: 1. Continued review of the scientific literature in this area 2. Construction of depth-dependent interior structure models of solid exoplanets (including CoRoT and Kepler results) 3. Science development needed to fully exploit PLATO data Input: 1. Scientific literature 2. PLATO Red Book 3. Current estimation of PLATO performance 4. Commonly available codes within the PLATO community or freely available Dependencies: WP 110, PLATO End-to-End Simulator Output: 1. Ongoing review of published knowledge 2. Development of theory (as required) to fully exploit PLATO data in this area Deliverables: Report Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of the mission. PSM WPDs DEVELOPMENT Planetary Formation and Orbital Evolution Leader: Richard Nelson Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 52/200 PSM WP 116 300 04/2016 — 12/2023 Institution: Queen Mary, University of London (UK) Key Personnel: R. Nelson; O. Gressel (NBI); W. Kley (Tuebingen); A. Johansen (Lund); Y. Alibert (Bern); Morbidelli (OCA); M. Davies (Lund); M. Wyatt (IoA, Cambridge); C. Mordasini (Bern) A. Objectives: Simulate the formation and orbital evolution of planetary systems to mimic the expected PLATO population. Consider range of environments, including binary stars and stellar clusters, and their impact on formation and post-formation evolution. Prepare statistical analysis tools for comparing simulations with data. Tasks: 1. Continued review of relevant scientific literature 2. Development of planet formation and migration theory, and models for long-term orbital evolution, covering planets with full range of masses in a broad range of environments 3. Code development to enable global models of planet formation and long-term evolution to be performed 4. Run suites of simulations to generate synthetic planetary populations; calibrate against CoRoT and Kepler data using statistical analysis tools Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance Dependencies: Close interactions foreseen with the all subpackages within WP 116, and WP 112 500, WP 115 200, WP 115 300, WP 115 400 Output: 1. New theoretical insights into mechanisms of planet formation, migration and long-term dynamical evolution 2. Synthetic planet populations generated using state-of-the-art theoretical models 3. Ongoing review of published knowledge 4. Software tools for simulating formation and orbital evolution of planetary systems in global context Deliverables: End-to-end planetary formation and orbital evolution simulation tools, calibrated against CoRoT and Kepler Synthetic planetary populations in anticipation of launch and data collection 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Protoplanetary Disc Models Leader: Oliver Gressel Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 53/200 PSM WP 116 310 04/2016 — 12/2023 Institution: Niels Bohr Institute (Denmark) Key Personnel: O. Gressel; S. Fromang (AIM); S.J. Paardekooper (QMUL); B. Bitsch (Lund); A. Morbidelli (OCA); L. Mayer (Zürich); R. Alexander (Leicester); M. Flock (AIM); H. Latter (Cambridge); G. Lodato (Milan); D. Forgan (St Andrews); K. Rice (Edinburgh); E. Szuszkiewicz (Szczecin); P. Loren (Exeter); M. Bate (Exeter); J. Papaloizou (Cambridge); C. Surville (MPIA); H. Meheut (AIM); G. Ogilvie (Cambridge); E. Vorobiev (Vienna); G. Lesur (Grenoble); F. Meru (IoA, Cambridge); S. Charnoz (AIM); C. Clarke (IoA, Cambridge); C. Dullemond (Heidelberg); R. Nelson (QMUL) Objectives: Develop state-of-the-art simulations of protoplanetary discs (PPDs) that incorporate the most up-todate chemical and physical processes. Model development will require inclusion of non-ideal MHD effects, selfgravity, thermal/radiative processes, photoevaporation and chemistry to examine evolution of discs through their complete life-cycles and to assess role of disc evolution in the formation and evolution of planets. Tasks: 1. 2. 3. 4. Continued review of scientific literature Development of theoretical understanding of protoplanetary disc evolution Code development to enable ever more sophisticated global models of PPDs to be computed Run suites of calculations to simulate disc evolution and assess influence of planet formation Input: 1. Scientific literature 2. PLATO Red book 3. Observational data from ALMA etc. Dependencies: Close interaction foreseen with WP 116 320, WP 116 330, WP 116 350 and WP 116 360 Output: New theoretical insight into (magneto-) hydrodynamic stability of discs, the role of self-gravity, formation and evolution of vortices, and long-term evolution due to stellar irradiation. Simulations of discs that provide insight into role of disc evolution on the formation and evolution of planets at all stages of the disc life-cycle Deliverables: Sophisticated protoplanetary disc models, calibrated against observations of PPDs obtained e.g. by ALMA 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 02/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Disc-Planet Interactions Leader: Wilhelm Kley Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 54/200 PSM WP 116 320 Development phase 04/2016 — 12/2023 Institution: University of Tuebingen (Germany) Key Personnel: W.Kley; S.J. Paardekooper (QMUL); F. Marzari (INAF-Padova); A. Morbidelli (OCA); A. Johansen (Lund); B. Bitsch (Lund); R. Alexander (Leicester); A. Crida (OCA); M. Flock (AIM); A. Pierens (LAB); G. Lodato (Milan); C. Baruteau (IRAP); E. Szuszkiewicz (Szczecin); O. Gressel (NBI); N. Madhusudhan (IoA, Cambridge); P. Loren (Exeter); M. Bate (Exeter); J. Papaloizou (Cambridge); F. Meru (IoA, Cambridge); S. Charnoz (AIM); C. Migaszewski (NCU); C. Terquem (Oxford); Y. Alibert (Bern); C. Mordasini (Bern); R. Nelson (QMUL) Objectives: To study in detail the physics of disc-planet interaction for young planets that are embedded in the protoplanetary disc. The goal is to create a suite of simulations under different physical conditions to provide simplified expression for migration and mass growth that can be used in other models that study the evolution of planets to compare with the expected PLATO sample. Tasks: 1. Continued review of relevant scientific literature 2. Development of disc-planet simulations using realistic disc models that include all relevant physics 3. Extend and improve existing numerical modelling approaches to cover local to global length scales. 4. Run 2D and 3D simulations for an extended set of parameters and develop adapted scaling functions to be used in other approaches in order to construct estimates for the expected PLATO sample 5. Perform multi-planet simulations and study their emerging system architecture and long term evolution Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance 4. Commonly available codes within the PLATO community or freely available Dependencies: Close interactions foreseen with all subpackages within WP 116. Output: New theoretical insights into physical mechanisms of planet migration in discs Increased knowledge about the long-term evolution of planets and planetary systems Important input for population synthesis modellers Publication of obtained results in peer-reviewed journals Deliverables: 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT The Assembly of Planetary Systems Leader: Yann Alibert & Anders Johansen Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 55/200 PSM WP 116 330 04/2016 — 12/2023 Institution: University of Bern (Switzerland) & Lund University (Sweden) Key Personnel: Y. Alibert; A. Johansen; R. Helled (Tel-Aviv); Z. Leinhardt (Bristol); A. Morbidelli (OCA); B. Bitsch (Lund); L. Mayer (Zürich); R. Alexander (Leicester); H. Latter (Cambridge); C. Baruteau (IRAP); D. Forgan (St Andrews); E. Lopez (Edinburgh); N. Madhusudhan (IoA, Cambridge); J. Papaloizou (Cambridge); F. Meru (IoA, Cambridge); S. Nayakshin (Leicester); C. Mordasini (Bern); C. Dullemond (Heidelberg); R. Nelson (QMUL) Objectives: Develop comprehensive models of planetary system formation for comparison with the PLATO data. Tasks: 1. 2. 3. 4. Continued review of relevant scientific literature Addressing formation based on core-accretion and disk-instability models Code development to enable global models of planet formation Run population synthesis models providing predictions for the architecture of planetary systems Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance Dependencies: Close interactions foreseen with the all subpackages within WP 116, in particular with WP 116 310, WP 116 320 (input), WP 116 340 (output) and WP 116 380 Output: 1. End-to-end planet formation models 2. Synthetic planet populations generated using state-of-the-art theoretical models 3. Ongoing review of published knowledge 4. Software tools for simulating formation of planetary systems in global context Deliverables: End-to-end planetary formation simulation tools Synthetic planetary populations in anticipation of launch and data collection 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT The Post-Formation Long-Term Dynamical Evolution of Planetary Systems Leader: Alessandro Morbidelli Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 56/200 PSM WP 116 340 04/2016 — 12/2023 Institution: Observatoire de la Cote d’Azur (France) Key Personnel: A. Morbidelli; D. Veras (Warwick); F. Marzari (INAF-Padova); K. Rice (Edinburgh); K. Gozdziewski (NCU); C. Migaszewski (NCU); E. Szuszkiewicz (Szczecin); G. Ogilvie (Cambridge); C. Agnor (QMUL); A. Bonsor (Bristol); Y. Alibert (Bern); C. Mordasini (Bern); R. Nelson (QMUL) Objectives: Simulate the orbital evolution of planetary systems after the removal of the disk of gas, in order to mimic the expected PLATO population. Tasks: 1. Continued review of relevant scientific literature 2. Run suites of simulations using as initial conditions the planetary orbits issued from studies of planet formation and evolution in gas-disk, to understand the long-term evolution of these systems, the change of architecture through dynamical instability phases and tidal interactions, the final distributions for mature systems 3. Investigate the role of planetesimals in the long-term evolution of planetary systems 4. Compare the outcomes with known planetary systems discovered from existing surveys Input: 1. Scientific literature 2. PLATO Red book 3. Planetary systems issued from WP 116 320 & 330 Dependencies: Close interactions foreseen with the all subpackages within WP 116 Output: 1. New theoretical insights into mechanisms leading to planet instabilities and on the long-term evolution of planetary systems 2. Transformation of the planetary systems as they emerge from the gas-disk phase into mature planetary systems for main sequence stars. 3. Ongoing review of published knowledge Deliverables: Scientific publication of results 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Planet Formation and Evolution in Binary Systems Leader: Richard Nelson Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 57/200 PSM WP 116 350 04/2016 — 12/2023 Institution: Queen Mary, University of London (UK) Key Personnel: R. Nelson; S. J. Paardekooper (QMUL); R. Helled (Tel-Aviv); Z. Leinhardt (Bristol); F. Marzari (INAF-Padova); R. Alexander (Leicester); A. Pierens (LAB); G. Lodato (Milan); K. Gozdziewski (NCU); W. Kley (Tuebingen) Objectives: To develop models of planet formation and evolution in binary systems, including both circumbinary planets and planetary systems with external binary companions. The models will consider all phases of planetary formation, and the long-term evolution after disc dispersal. A major goal is to make predictions about the population of circumbinary planets that will be observed by PLATO, and to make predictions about the influence that external companions will have on the PLATO planet population. Tasks: 1. Review of relevant scientific literature 2. Code development for running simulations of planet formation in binary systems 3. Performing simulations that examine formation, migration and growth of planets in binaries during the phase when the protoplanetary disc is present according to various scenarios (core accretion, gravitational fragmentation, etc.) 4. Simulations that examine long-term dynamical evolution with different binary configurations 5. Compare simulation results with existing data (e.g. Kepler data) for calibration Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance 4. Disc models from WP 116 310 Dependencies: Close interaction with WP 116 310, WP 116 320, WP 116 330, WP 116 340, WP 116 380, WP 112 510 Output: Formation models of circumbinary planets and planets with external binary companions Results on the long-term dynamical evolution of planets in binary systems Software tools for simulating planet formation and evolution in binaries. Deliverables: Synthetic planet populations in anticipation of launch 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT Influence of Birth Environment on the Formation and Evolution of Planetary Systems Leader: Melvyn Davies Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 58/200 PSM WP 116 360 04/2016 — 12/2023 Institution: Lund University (Sweden) Key Personnel: M. Davies; R. Church (Lund); Z. Leinhardt (Bristol); E. Vorobiev (Vienna); A. Mustill (Lund); I. Bonnell (St Andrews); J. Dale (USM); F. Meru (IoA, Cambridge); G. Rosotti (IoA, Cambridge); C. Clarke (IoA, Cambridge) Objectives: A comprehensive analysis of how birth environments (e.g. density and mass of birth cluster) modify the properties of the planetary population. Tasks: 1. Review of relevant scientific literature 2. Development of theory of effects of close encounters on protoplanetary discs in the birth environments of their host stars. 3. Development of theory of close encounters and other processes affecting planetary systems in the birth environments of their host stars. 4. Simulations of the evolution of protoplanetary discs and young planetary systems in stellar birth environments Input: 1. Scientific literature 2. PLATO red book 3. Current estimates of PLATO performance Dependencies: Close interactions foreseen with all sub-subpackages within WP 116 300 particularly with WP 116 330 and WP 116 340 Output: New theoretical insights into processes affecting protoplanetary discs and planetary systems in clusters. Models of the effects of encounters on planetary populations. Ongoing review of published knowledge. Deliverables: Quantified effects of encounters/irradiation on protoplanetary discs and planetary systems within birth clusters. 2018: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2019: Delivery of interim reports 12/2024: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Post-Main Sequence Evolution of Planetary Systems Leader: Mark Wyatt Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 59/200 PSM WP 116 370 04/2016 — 12/2023 Institution: University of Cambridge (UK) Key Personnel: M. Wyatt; D. Veras (Warwick); E. Villaver (UAM); M. Davies (Lund); A. Mustill (Lund); Migaszewski (NCU); A. Bonsor (Bristol) C. Objectives: Model the evolution of the planetary systems known to exist around main sequence stars as the stars evolve into the post-main sequence phase, and to ascertain the detectability with PLATO of this population at different evolutionary phases Tasks: 1. Continued review of relevant scientific literature 2. Development of theory for planetary system evolution that takes account of stellar evolution into the post-main sequence phase 3. Simulations of detectability of post-main sequence planetary systems with PLATO Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance Dependencies: Close interactions with many sub-packages within WP 116 300, particularly WP 116 340 and 380 Output: 1. New theoretical insights into the evolution of planetary systems in the post-main sequence phase 2. Ongoing review of published knowledge 3. Simulations of observability of post-main sequence planetary systems with PLATO Deliverables: 1. 2021: Interim report on scientific activity 2. 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Statistical Comparison Between Theory and PLATO Data Leader: Christoph Mordasini Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 60/200 PSM WP 116 380 04/2016 — 12/2023 Institution: University of Bern (Switzerland) Key Personnel: C. Mordasini; Y. Alibert (Bern); A. Johansen (Lund); M. Davies (Lund); R. Church (Lund); Alexander (Leicester); E. Lopez (IoA, Cambridge); C. Migaszewski (NCU); A. Mustill (Lund); S. Nayakshin (Leicester); R. Nelson (QMUL) R. Objectives: Extraction of predicted statistics from theoretical models, and preparation of the statistical comparison with the PLATO data. Identification of quantitative measures of the level of agreement between statistical predictions by the models and the PLATO data, to be used for refinement of the theoretical investigations post-launch. Tasks: 1. Continued review of relevant scientific literature 2. Determination of key statistical quantities for the comparison: distributions of radii, periods, masses, eccentricities, inclinations, multiplicity, etc. and correlations between these quantities. 3. Code development to enable quantitative statistical comparison between results of different theoretical models and PLATO data (Kolmogorov-Smirnov tests, correlation coefficients etc.) 4. Preparation of a library of simulated planetary systems from different planet formation and evolution models (core accretion, gravitational instability, etc.). 5. Potentially: development of an interactive online interface for efficient upload of simulated planetary systems prepared by other WPs into the library; associated unified online statistical analysis tools. Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance 4. Statistical predictions from theoretical models Dependencies: Close interactions foreseen with the all subpackages within WP 116, in particular with WP 116 330, WP 116 340 (input), WP 116 350, and WP 116 360 (input) Output: 1. Preparation for the assessment of the theoretical descriptions by comparison with PLATO data 2. Ongoing review of published knowledge 3. Software tools for statistical comparison and library of synthetic planetary systems Deliverables: Numerical tools to perform statistical comparison between models and PLATO data Test of the tools on simulated PLATO data as well as on CoRoT and KEPLER data 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 61/200 Atmospheres of PLATO Terrestrial Planets Leader: John Lee Grenfell Rev.: 5 Development phase PSM WP 116 400 04/2016 — 12/2023 Institution: DLR (Germany) Key Personnel: J. L. Grenfell; H. Rauer (DLR); F. Selsis (Bordeaux, CNRS) Objectives: Examination of current exoplanet model atmospheres for the expected population of terrestrial planets that PLATO will be sensitive to. Estimation of the likelihood of detection with other facilities such as the E-ELT or the JWST. Tasks: 1. Continued review of the scientific literature in this area 2. Science development needed to fully exploit PLATO data Input: 1. Review of the scientific literature in this area 2. PLATO Red Book 3. Current estimation of PLATO performance Dependencies: WP 110, PLATO End-to-End Simulator Output: 1. Ongoing review of published knowledge. 2. Development of theory (as required) to fully exploit PLATO data in this area. Deliverables: Report Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT PLATO Habitable Zone Planets Leader: Manuel Güdel / Helmut Lammer Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 62/200 PSM WP 116 500 04/2016 — 12/2023 Institution: University of Vienna (Austria) / Space Research Institute, Austrian Academy of Sciences (Austria) Key Personnel: Objectives: Tasks: Input: Dependencies: Output: Deliverables: Milestones: Risks: PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 63/200 The Environments of PLATO Habitable Zone Planets Leader: Helmut Lammer Rev.: 5 Development phase PSM WP 116 510 04/2016 — 12/2023 Institution: Space Research Institute, Austrian Academy of Sciences (Austria) Key Personnel: H. Lammer; 2 co-workers (SRI, AAS) Objectives: Evaluation of likely environmental (stellar and planetary) conditions for habitable zone planets typical of those expected in the PLATO surveys. Tasks: 1. Continued review of the scientific literature in this area 2. Science development needed to fully exploit PLATO data Input: 1. Scientific literature 2. PLATO Red Book 3. Current estimation of PLATO performance Dependencies: WP 110, PLATO End-to-End Simulator Output: 1. Ongoing review of published knowledge. 2. Development of theory (as required) to fully exploit PLATO data in this area. Deliverables: Report Milestones: 06/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs DEVELOPMENT Astrophysical Factors Influencing Habitability of PLATO Planets Leader: Manuel Güdel Institution: University of Vienna (Austria) Key Personnel: Objectives: Tasks: Input: Dependencies: Output: Deliverables: Milestones: Risks: Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 64/200 PSM WP 116 520 04/2016 — 12/2023 PSM WPDs DEVELOPMENT Climate / Atmospheres of PLATO Habitable Zone Planets Leader: John Lee Grenfell Institution: DLR (Germany) Key Personnel: Objectives: Tasks: Input: Dependencies: Output: Deliverables: Milestones: Risks: Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 65/200 PSM WP 116 530 04/2016 — 12/2023 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 66/200 Dynamical Interactions in Multi-Planet Systems Leader: Jacques Laskar Rev.: 5 Development phase PSM WP 116 600 04/2016 — 12/2023 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: J. Laskar; A. Correia (Aveiro); G. Boué (IMCCE); A. Fienga (OCA) Objectives: Develop the tools and theory for a better understanding of the orbital and rotational evolution of multi-planet systems in order to be ready for the analysis and interpretation of the PLATO data. Consider the constraints that can be raised by dynamical evolution for an improved analysis of the PLATO data. Tasks: 1. Continued review of relevant scientific literature 2. Development of planetary systems evolution with an emphasis on close in planets and resonant systems. 3. Code development to enable PLATO data analysis together with dynamical constraints. 4. Understanding of the various dissipative effects of importance for the dynamical evolution and structure of multi planet systems, including orbital and rotational motion. Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance 4. Input from the results of the KEPLER and CHEOPS mission and Earth based observations. Dependencies: Close interactions foreseen with the subpackages within WP 112, WP 113, WP 114, WP 115, WP 116 Output: 1. New theoretical insights on planetary systems long-term evolution when considering both orbital and rotational motions. 2. New insights on the role of resonances in multi-planet systems. 3. Ongoing review of published knowledge Deliverables: 1. Software tools for the analysis of PLATO data with dynamical constraints, benchmarked with Kepler and CHEOPS 2. Interim report on scientific activity 3. Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Long-Term Dynamical Evolution of Planetary Systems Leader: Jacques Laskar Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 67/200 PSM WP 116 610 04/2016 — 12/2023 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: J. Laskar Objectives: Develop criterions for forecasting the long-term dynamical stability of multi-planet systems. Tasks: 1. 2. 3. 4. Continued review of relevant scientific literature. Develop software for a fast prediction of long-term stability of planetary systems. Investigate the role of resonances in the long-term evolution of planetary systems. Use as test beds the planetary systems from existing surveys. Input: 1. Scientific literature 2. PLATO Red book 3. Input from the results of the KEPLER and CHEOPS mission and Earth based surveys. Dependencies: Interactions foreseen with the all subpackages within WP 116, and with WP 115 300 Output: 1. New theoretical insights into mechanisms leading to long-term instabilities in planetary systems. 2. New criterions for forecasting long-term stability from the PLATO observed configuration. 3. Ongoing review of published knowledge Deliverables: Scientific publication of results 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Stability and Resonances in Multi-Planet Systems Leader: Jacques Laskar Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 68/200 PSM WP 116 620 04/2016 — 12/2023 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: J. Laskar Objectives: Develop the theoretical tools and software for a better understanding of the global dynamics of multi-planet systems in presence of resonance or not. Tasks: 1. Continued review of relevant scientific literature. 2. Develop theory for the analysis of the resonant structure of planetary systems dynamics. Evaluate the impact on observational data. Consider the case of 1:1 resonances. 3. Develop software tools for analysis of the global dynamics in the vicinity of observed configuration. 4. Investigate the role of resonances in the long-term evolution of planetary systems. 5. Use as test beds the planetary systems from existing surveys. Input: 1. Scientific literature 2. PLATO Red book 3. Input from the results of the KEPLER and CHEOPS mission and Earth based surveys. Dependencies: Interactions foreseen with the all subpackages within WP 116 and WP 115 300 Output: 1. New theoretical insights into resonant dynamics in planetary systems. 2. New software tools for studying the global dynamics for the PLATO observed systems. 3. Ongoing review of published knowledge Deliverables: Scientific publication of results 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Tidal Dissipation and Evolution of Multi-Planet Systems Leader: Alexandre C. M. Correia Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 69/200 PSM WP 116 630 04/2016 — 12/2023 Institution: University of Aveiro (Portugal) Key Personnel: A. Correia Objectives: Develop the tools and theory for a better understanding of the tidal dissipation and evolution of multi-planet systems in order to be ready for the analysis and interpretation of the PLATO data. Determine additional constraints for the PLATO planets that will be inferred from the observed tidally evolved configurations Tasks: 1. Continued review of relevant scientific literature 2. Develop a library of routines designed to simulate long-term tidal evolution of planets in multi-planet systems using different rheological models 3. Investigate the role of orbital architecture and internal structure on the long-term tidal evolution of multiplanet systems in order to search for constraints the planets to be observed 4. Run the code on known planetary systems discovered from existing surveys Input: 1. Scientific literature 2. PLATO Red book 3. Current estimates of PLATO performance Dependencies: Close interactions foreseen with all sub-packages within WP 116, and WP 114 200, WP 115 200, and WP 115 300. Output: 1. A library dedicated to the analysis of the long-term tidal evolution of planets in multiple systems 2. New theoretical insight on planetary evolution in multiple systems depending on different orbital architectures and internal structures 3. Ongoing review of published knowledge 4. Deliverables: Scientific publication of results 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Rotational Evolution of Planets in Multiple Systems Leader: Gwenaël Boué Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 70/200 PSM WP 116 640 Development phase 04/2016 — 12/2023 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: G. Boué Objectives: Have an efficient library to analyse the rotation motion of the planets that will be detected by PLATO. Tasks: 1. Continued review of relevant scientific literature 2. Develop a library of routines designed to simulate the short term and the long term rotation of planets in multi-planet systems either in or outside spin-orbit resonance 3. Investigate the role of orbital architecture and internal structure on the long term evolution of planetary spin axis 4. Run the code on known planetary systems discovered from existing surveys Input: 1. Scientific literature 2. PLATO Red book 3. Input from the results of the KEPLER and CHEOPS mission and Earth based surveys. Dependencies: Close interactions foreseen with the all subpackages within WP 116 Output: 1. A library dedicated to the analysis of the rotational dynamics of planets in multiple systems 2. New theoretical insight on planetary rotation evolution in multiple systems with different orbital architectures 3. Ongoing review of published knowledge Deliverables: Scientific publication of results 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 71/200 Planetary Ephemerides of PLATO Systems Leader: Agnes Fienga Rev.: 5 Development phase PSM WP 116 650 04/2016 — 12/2023 Institution: Observatoire de la Côte d’Azur (France) Key Personnel: A. Fienga Objectives: Develop a planetary ephemerides database for PLATO multi-planet systems. Tasks: 1. 2. 3. 4. Continued review of relevant scientific literature. Develop software for a fast elaboration of planetary ephemerides for the PLATO multi-planet systems. Investigate best representation for exoplanet ephemerides. Use as test beds the planetary systems from existing surveys. Input: 1. Scientific literature 2. PLATO Red book 3. Input from the results of the CHEOPS mission and Earth based surveys. Dependencies: Interactions foreseen with the all subpackages within WP 116 600 Output: 1. New theoretical insights for planetary ephemerides elaboration for large number of planetary systems. 2. Elaboration of a database for ephemerides of known planetary systems. 3. Ongoing review of published knowledge Deliverables: Scientific publication of results Database for the planetary ephemerides of selected planetary systems. 2021: Interim report on scientific activity 2023: Final report on scientific activity Milestones: 03/2021: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs DEVELOPMENT Specifications for Interface to Other PSM WPs and PDC Leader: Nuno Santos Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 72/200 PSM WP 117 000 04/2016 — 12/2023 Institution: CAUP (Portugal) Key Personnel: N. Santos; D. Pollacco (Warwick) Objectives: To specify required data needed from other (primarily stellar) work packages and its method of retrieval and use. Assessment of required data accuracy to reach mission goals. Tasks: 1. Continued review of scientific literature. 2. Assessment of required input stellar data needed per system and evaluation of its quality. Identify further observations if required (either on PLATO or other facilities). 3. Evaluation of stellar parameters from asteroseismology 4. Evaluation of stellar evolution models and in particular stellar ages and relationships with observational parameters. 5. Specifications of parameters (and their errors) to be included in database. Assess most important parameters that could aid the database design. 6. Specify design of most useful tools to aid data-mining the archive. Input: 1. Scientific literature 2. PLATO Red Book 3. PLATO current performance 4. PLATO work packages WP 121/122/124/125/126/127/128/129 Dependencies: Stellar work packages WP 121/122/124/125/126/127/128/129 Output: Report specifying form of interface to PDC. Also contains details of required data and accuracy needed. Deliverables: Report Milestones: 01/2019: Delivery of interim reports 12/2023: Delivery of final report on WP activity Risks: Efficiency of planet detection and confirmation will be seriously impaired if this work package is not successfully completed. PSM WPDs DEVELOPMENT Stellar Science Coordination Leader: Marie-Jo Goupil Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 73/200 PSM WP 120 000 04/2016 — 12/2023 Institution: Observatoire de Paris (France) Key Personnel: M.J. Goupil; K. Belkacem (LESIA, Paris) Objectives: Coordination of the works of the work packages WP 121 000 to WP 129 000. Tasks: 1. Ensure that the necessary work is done by the Stellar Science WPs on time and the outputs have the requested quality level 2. Organization of working and review meetings gathering the leaders of the WPs 3. Delivery of scientific specifications for both algorithms and tools 4. Review scientific validation Input: 1. Scientific specifications from the sub-packages WP 121 000 to WP 129 000. 2. Scientific validation and update of the algorithms by the Stellar Science WP 121 000 to WP 129 000. Dependencies: Input and output from PDC (WP 370) and PSM (WP 100, WP 110, WP 130, WP 160); PLATO End-to-End Simulator. Output: 1. Validated stellar models. 2. Scientific specifications for algorithms and tools related to the accurate characterisation of stars from the core program. Deliverables: Reports, algorithms and tools Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Delivery of first generation of validated models and procedures related to the characterization of host stars 05/2022: Delivery of second generation of validated models and procedures related to the characterization of host stars Risks: Acceptable risks of delay for delivering second generation of stellar models and frequencies PSM WPDs DEVELOPMENT Stellar Models Leader: Marc-Antoine Dupret Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 74/200 PSM WP 121 000 Development phase 04/2016 — 12/2023 Institution: University of Liège (Belgium) Key Personnel: M-A Dupret; A. Noels (Liège); R. Scuflaire (Liège); key personnel of WP 121 100 to WP 121 500 Objectives: To provide grids of high quality stellar models and their pulsation frequencies specifically for the stars belonging to the core program. Tasks: Coordination of works from work packages WP 121 100 to WP 121 500. 1. Provide grids of state-of-the-art stellar models produced by selected, accurate and tested stellar evolution codes (WP 121 100), from very low mass (WP 121 110) to intermediate mass (WP 121 120), including the PMS phase (WP 121 300), along with their pulsation frequencies (WP 121 130); 2. Develop improved descriptions for the constitutional physics of stars with specific emphasis on transport processes of chemicals and angular momentum (WP 121 200) and through 2-3-D simulations of rotation (WP 121 400), convection (WP 122 100 and WP 123 200) and the influence of binarity (WP 121 500); 3. Implement these improved descriptions in stellar evolution codes; 4. Test these improvements with available (CoRoT and Kepler) data. 5. Impact of the improvement on the accuracy of stellar ages. Input: 1. Existing stellar model grids and evolutionary codes, legacy from CoRoT similar work (ESTA), 2. Existing 2D/3D hydro codes; results from hydro-simulations Dependencies: 1. Input from WP 121 200, 300, 400 and WP 122 000, WP 123 200, WP 127 100 for WP 121 100 2. WP 121 200 and 500 are connected Output: Grids of first generation stellar models, evolutionary tracks and oscillation frequencies. Deliverables: Updated validated stellar model grids, evolutionary tracks and oscillation frequencies, with full documentation. Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Grids of first generation of validated stellar models 05/2022: Grids of second generation of validated stellar models Risks: None PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 75/200 1D Stellar Models Leader: Yveline Lebreton Rev.: 5 PSM WP 121 100 Development phase 04/2016 — 12/2023 Institution: Observatoire de Paris, GEPI (France) Key Personnel: Y. Lebreton; S. Cassisi (INAF-Teramo); J. Montalban (INAF-Padova); J.C. Suárez (Granada); P. Ventura (INAF-Rome); J.P. Marques (IAS-Orsay) Objectives: Provide grids of high quality stellar models and associated frequencies. Tasks: 1. Provide grids of models from very low mass to intermediate mass stars covering evolutionary stages from pre main sequence to sub-giant stages. 2. Implement in stellar evolution codes (1) the angular momentum and/or chemical elements transport induced by rotation and/or waves with improved transport coefficients, and (2) an improved description of convective core overshooting (3) an improved description of surface convection. 3. Compare representative sets of models computed by the different groups participating to the project 4. Provide the oscillation spectra associated to the models and computed by different oscillation codes. Perform seismic tests. 5. Test the implementation by modelling stars in open clusters, binaries and stars with available seismic data. Input: 1. Existing stellar evolutionary codes appropriate to calculate PMS, MS, subgiant branch stellar models. 2. Existing stellar oscillation codes. 3. Model atmospheres to be used as boundary conditions (from WP 122 000). 4. Improved formulations for heat, chemical element and angular momentum transport from WP 121 200, WP 121 300, 127 100 and from WP 122 000 (model atmospheres) and WP 123 200 (surface convection). Dependencies: WP 121 200, WP 121 300 and WP 122 000, WP 123 200, WP 127 100 Output: Grids of stellar models, evolutionary tracks and oscillation frequencies. Deliverables: Stellar model grids, evolutionary tracks and oscillation frequencies, with full documentation. Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Grids of first generation of validated stellar models 05/2022: Grids of second generation of validated stellar models Risks: None. The group has a wide expertise in stellar models and oscillation computation. They have participated actively to several studies of detailed comparisons of related codes. Main tools are available. PSM WPDs DEVELOPMENT Very Low-Mass Stellar Models Leader: Santi Cassisi Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 76/200 PSM WP 121 110 Development phase 04/2016 — 12/2023 Institution: INAF - Astronomical Observatory of Teramo (Italy) Key Personnel: S. Cassisi; M. Salaris (INAF-Teramo); A. Pietrinferni (INAF-Teramo) Objectives: Provide a detailed characterization of both the structural and evolutionary properties of Very Low Mass stars (VLM) stellar objects with mass lower than about 0.5Msun from the Pre-Main Sequence to the start of core H-burning. This objective will be achieved by computing detailed, state-of-the-art stellar evolution models. Tasks: 1. Compute grids of updated stellar models for very low mass stars (M <0.5Msun) with existing evolutionary codes adapted for this type of stars; 2. Improve the physical framework used by the evolutionary code; Input: 1. A release of some preliminary sets of stellar models; 2. Relevant data concerning some physical inputs: Equation of State, conductive opacity, nuclear reaction rates, surface boundary conditions 3. Evolutionary code and numerical tools for extracting the structural and evolutionary properties of the various stellar models. Dependencies: This WP is strongly related with many other WPs of the “global” WP 121 such as WP 121 100, WP 121 200, WP 121 300, WP 121 400, and WP 127 300 Output: Grids of updated stellar models for very low mass stars Deliverables: Reports and stellar models Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Grids of first generation of validated stellar models 05/2022: Grids of second generation of validated stellar models Risks: The researchers involved in this task have a long-standing expertise in the computation of state-of-art stellar models, and the WP program builds up on a well-known approach so no risks are expected. However, some limitations in the release of the final models grid could be possible in case of failure of major progress in the WPs aimed to improve the physical scenario; PSM WPDs DEVELOPMENT Low Mass Stellar Models Leader: Josefina Montalban Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 77/200 PSM WP 121 120 04/2016 — 12/2023 Institution: University of Padova (Italy) Key Personnel: J. Montalban; Y. Lebreton (Paris, GEPI); J-P Marques (IAS-Orsay); A. Palacios (Montpellier); P. Eggebenger(Geneva); A. Noels (Liège); P. Ventura (INAF-Rome); S. Cassisi (INAF-Teramo) Objectives: Provide grids of high quality 1D stellar models for low/intermediate mass main sequence (MS) and subgiant stars as specified during the definition phase. Tasks: 1. Keeping updating the physical description of low/intermediate mass stellar models in dedicated evolutionary codes 2. Studying the effects of rotation and correlated rotational mixing in the results obtained with codes which do not include them yet in connection with WP 121 200 3. Testing the theoretical evolutionary framework on suitable empirical data: star clusters and eclipsing binaries 4. Comparing models computed by the different groups participating to the project Input: 1. Existing grids of models. 2. Relevant data concerning some physical inputs: Equation of State, radiative and conductive opacity, nuclear reaction rates, boundary conditions from atmosphere models (WP 122 000) 3. Evolutionary code and numerical tools for extracting the structural and evolutionary properties of the various stellar models. Dependencies: WP 121 120 is part of WP 121 100. Inputs from WP 122 000 and WP 121 200 Output: Package of grids of updated 1-D stellar models for main sequence and subgiant stages. The stellar parameter domain will cover masses between 0.7 and that corresponding to spectral type F5 in the MS, and a large range of chemical compositions. Evolutionary tracks and stellar structure files will be provided in a standard format for oscillation computation. A documented user guide providing a detailed description of the content of grids and of the physical description assumed in the model computation. Deliverables: Grids of stellar models: evolutionary tracks and stellar structure files for main sequence and subgiant stages, and the corresponding documentation. Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Grids of first generation of validated stellar models 05/2022: Grids of second generation of validated stellar models Risks: Acceptable risks PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 78/200 Theoretical Oscillation Frequencies Leader: Juan Carlos Suárez Rev.: 5 Development phase PSM WP 121 130 04/2016 — 12/2023 Institution: Universidad de Granada (Spain) Key Personnel: J.C. Suárez; A. García Hernández (Porto); J.R. Rodón (IAA-CSIC) Objectives: To select an oscillation code to be used for obtaining the oscillation frequencies of every model of the grids. To calculate these frequencies. To study the impact of the differences observed when different oscillation codes are used in the estimation of the stellar parameters. Tasks: 1. Test the impact of the choice of the pulsation code on the mode frequencies. 2. Test how the differences in the frequencies coming from the different oscillation codes impact on the estimate of stellar parameters. 3. Define the standard physical and mathematical inputs for the calculation of the oscillation frequencies of the models grids. Select the code to be used for the systematic calculation of the frequencies. 4. Calculate the oscillation frequencies of every model of the grids. Input: 1. Models from the grid obtained in the WP 121 100 2. Outputs from the different oscillation codes included in the study, and information about their general characteristics. 3. The code finally selected for the calculation of the frequencies. Dependencies: 1. WP 121 130 is part of WP 121 100. 2. Inputs from WP 121 110 and WP 121 120. 3. Interactions with the WP 124 200. Output: An estimate of the impact of the frequency differences obtained with different codes. A set of physical and mathematical procedures selected to obtain the complete grid of frequencies. A complete set of frequencies for every model of the grid. Deliverables: A complete set of frequencies for every model of the grids. Milestones: 12/2017: Provide a reference oscillation code and frequencies associated with the first generation of models. Definition of the set of oscillation codes to be part of the comparison study. 2018: Selection of the final code and estimation of its performances. 2019-2023: Systematic calculation of the frequencies of the models. Risks: Acceptable risks PSM WPDs DEVELOPMENT Transport Processes Leader: Ana Palacios Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 79/200 PSM WP 121 200 04/2016 — 12/2023 Institution: Université de Montpellier (France) Key Personnel: A. Palacios; C. Charbonnel (Geneva); S. Mathis (CEA); J.P. Marques (IAS- Orsay); N. Lagarde (Birmingham); V. Prat (MPA – Garching); O. Richard (Montpellier); P. Eggenberger (Geneva); F. Lignières (IRAP) Objectives: Improve the modelling of (non-standard) transport processes of heat, angular momentum and nuclides in 1D stellar evolution codes. The transport generated by turbulence, waves and magnetic fields will be reviewed to this end Tasks: 1. Review and evaluate existing theoretical models for transport processes 2. Review and explore the interplay between transport processes 3. Identify the processes requiring further modelling based on the results obtained from the CoRoT and Kepler missions. 4. Provide theoretical formulations and prescriptions adapted to stellar evolution codes (according to the available manpower) 5. Test the new formulations in a stellar evolution code that already implements rotation 6. Select the processes and formulations we should include in the seismic analysis 7. Study of the impact of these improvements on the accuracy of age determination Input: Existing stellar model grids and evolutionary codes (STAREVOL, GENEC, CESTAM). Existing asteroseismic constraints Dependencies: 1D stellar models (WP 121 100) and WP 121 500 Output: 1. Document that lists and describes the physical ingredients related to transport of chemical elements, heat and angular momentum that must be implemented in (the second generation of) 1D stellar models; 2. Estimates of uncertainties due to these processes if they are not implemented will be included; 3. Formulations of transport mechanisms that can be implemented in 1D stellar evolutionary code (output for WP 121 100). Deliverables: Reports Milestones: 12/2017: Review of transport processes and existing theoretical models 06/2018: Review of existing implementations and recommendations of usage 12/2018: Recommendations for implementation for first generation of validated stellar models 06/2019: Provide new theoretical formulations; Select the processes and formulations we should include in the seismic analysis Until launch: Follow up to help with implementation by WP 121100 and coordination with WP 121 000 and propose modifications if required Risks: Acceptable risk PSM WPDs DEVELOPMENT PMS Evolution Leader: Joao Pedro Marques Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 80/200 PSM WP 121 300 Development phase 04/2016 — 12/2023 Institution: Université de Paris-Sud (France) Key Personnel: J. P. Marques; F. Palla (INAF-Arcetri); M. Marconi (INAF-OAC); E. Tognelli (Rome); P. G. Prada Moroni (Pisa); S. Degl’Innocenti (Pisa) Objectives: To build computation tools which provide PMS stellar models with rotation profiles that are as realistic as possible. Tasks: 1. Implementation of seismically validated improvements of the physical description of PMS models in PMS evolutionary codes. 2. Implementation of more realistic initial conditions in PMS evolutionary codes. 3. Computation of improved PMS models covering the low mass star domain. 4. Impact of these improvements on the structure and rotation profile of stars belonging to the core program. Input: Existing stellar evolutionary codes (FRANEC, CESTAM). Dependencies: Input from WP 121 100, WP 121 200, WP 123 300 and WP 123 400. Output to WP 121 100. Output: 1. Grids of improved PMS models covering the low mass stars domain. 2. Recommendation for implementation on 1D evolutionary codes. Deliverables: Grids of PMS models. Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Grids of first generation of validated stellar models 05/2022: Grids of second generation of validated stellar models Risks: Acceptable risks PSM WPDs DEVELOPMENT 2D / 3D Stellar Evolution Models Leader: Michel Rieutord Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 81/200 PSM WP 121 400 Development phase 04/2016 — 12/2023 Institution: IRAP (France) Key Personnel: M. Rieutord; B. Dintrans (IRAP); F. Lignières (IRAP); J. Ballot (IRAP); L. Jouve (IRAP) Objectives: The objective of the WP is to deliver very precise stellar models that can be used by the exoplanetary science team. Indeed, the determination of the bulk parameter of a star (age, mass, etc.) from e.g. asteroseismic data needs a very good preliminary model of the star. This is compulsory to identify the eigenmodes that are observed. Such good models require at least two spatial dimensions to properly include the effects of rotation. We therefore propose to deliver models at the state-of-the-art level, which can be combined to the best oscillation codes, which already exist and will just need slight adaptations, out of which the most precise stellar parameters can be drawn. Tasks: 1. 2. 3. 4. 5. Deliver 2D evolution codes with more and more refined physics Deliver transport prescriptions based on 3D magneto-hydrodynamic simulations Deliver the associated oscillation codes that are able to use the 2D evolutionary models Evaluate the limits of 1D model Organize the scientific community to make an efficient use of the new tools Input: Existing models Dependencies: WP 121 100, WP 122 Output: Models of stars at any rotation rate including state-of-the-art models of transport processes. Deliverables: At each milestone a numerical code will be delivered, with its associated oscillation code. Milestones: 12/2017: Models describing chemically homogeneous fast rotating stars 06/2019: Models including nuclear evolution and fast rotation 12/2020: Models including angular momentum loss, nuclear evolution and fast rotation 12/2022: Models including a self-consistent atmosphere Risks: Risks come from the stability of the algorithms, which may not be able to cover all the mass range. These potential difficulties may require further studies of the numerical algorithms and delay the delivery of codes. PSM WPDs DEVELOPMENT Evolution of Stars in Multiple Systems Leader: Stéphane Mathis Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 82/200 PSM WP 121 500 04/2016 — 12/2023 Institution: CEA/DSM/IRFU/Service d’Astrophysique / Laboratoire Dynamique des Etoiles et de leur Environnement (France) Key Personnel: S. Mathis; M. Guenel (CEA); P.-A. Desrotour (CEA); P. Beck (CEA); A. Palacios (Montpellier); J.P. Marques (IAS); C. Damiani (IAS); J. Ballot (IRAP); C. Charbonnel (Geneva); G. Meynet (Geneva); P. Eggenberger (Geneva); L. Siess (ULB Brussels); C. Aerts (KU Leuven); A. Tkachenko ( Leuven) Objectives: Stars could have companions, either planets or stellar objects (stars or compact objects). If companions are close enough to the host star, the evolution of the system is modified by tidal (and MHD) interactions and possible mass transfers. The study of stars in multiple systems is thus very important both for star-planet and for close binary/multiple star studies in PLATO. Tasks: 1. Study of tidal large-scale flows in stellar interiors (equilibrium tide); study of low-frequency oscillations (inertial, gravito-inertial) excitation by the tidal potential (dynamical tide); study of the tidal kinetic energy (equilibrium & dynamical tides) dissipation and of the induced exchanges of angular momentum between the host star and companions (scaling laws as a function of stellar parameters); determination of the characteristic time-scales (circularization, synchronization, spin alignment). 2. Study of couplings between internal transport processes (WP 121 200) with tidal (and MHD) interactions and possible mass transfers. Study of the induced modification of stellar evolution. 3. Implementation of binarity/multiplicity in dynamical stellar evolution codes, in which transport processes are already included; associated grids computation (third generation). 4. Study of the asteroseismic signatures of the dynamical tide and of the perturbations/excitation of acoustic and mixed modes by tides; corresponding Hare and Hound exercises. 5. Study of the observational signatures of the impact of interactions in multiple systems on stellar evolution; corresponding Hare and Hound exercises. Input: 1. Existing dynamical stellar evolution codes (WP 121 100 - 200). 2. Inputs, results and developments achieved by working groups on transport processes (WP 121 200), 2D and 3D stellar structure and global angular momentum evolution (WP 121 400), and Planet-Star interactions (WP 115 300), Model of rotational evolution and gyrochronology (WP 123 300), Multiple stars (128230). Dependencies: WP 115 300, WP 121 XXX, WP 123 300, WP 128 230. Output: 1. Prediction of asteroseismic and complementary observational signatures of the interactions between stars and companions. 2. Integrated star-planetary systems or close binary stars modelling with treating angular momentum exchanges from the core of the star to its external environment (interface with WP 115 300). Deliverables: Characterization of the asteroseismic signatures of tidal interactions; observational signatures of the impact of interactions in multiple systems on stellar evolution; dynamical models of stars interacting with a companion, which take into account transport processes, and consequences for stellar mass, age, and radius; constraints on the age by the orbital properties (circularization) and the spins state (synchronization and alignment). Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Grids of first generation of validated stellar models 05/2022: Grids of second generation of validated stellar models Risks: Acceptable risks PSM WPDs DEVELOPMENT Non-Seismic Diagnostics and Model Atmospheres Leader: Thierry Morel Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 83/200 PSM WP 122 000 04/2016 — 12/2023 Institution: University of Liège (Belgium) Key Personnel: T. Morel (Liège) Objectives: Develop new generations of state-of-the-art 1D/3D stellar model atmospheres and compute improved grids of limb-darkening coefficients. Specify procedures for an accurate determination of the fundamental parameters (e.g., Teff, radii, and chemical abundances) based on non-seismic diagnostics (e.g., ground-based data, Gaia parallaxes). Coordinate activities of WP 122 100 to WP 122 500. Tasks: 1. Ensure no overlap and efficient coordination of the activities performed within the sub-packages. 2. Develop grids of 1D and 3D model atmospheres with updated physics. 3. Compute new grids of limb-darkening coefficients. 4. Implement optimised procedures and develop automated tools for the determination of the stellar parameters (e.g., Teff, radii) and chemical abundances with an accuracy matching the PLATO scientific requirements. 5. Compute 3D/non-LTE corrections for the abundances of individual lines, continua and centre-to-limb variations. 6. Estimate interstellar extinction towards the line of sight for each target. 7. Ensure close coordination and efficient data exchange with other relevant WPs outside WP 122 000 (listed in Dependencies section below) 8. Investigate the need for additional ground-based or space observations. Input: Input from sub-packages Dependencies: Input/output from and to PDC (WP 350 000) and PSM (WP 121 000, WP 123 000, WP 125 000, WP 127 000, and WP 131 000) Output: 1. New grids of 1D/3D model atmosphere and limb-darkening coefficients. Libraries of high-resolution, synthetic spectra and spectrophotometric data. 2. Procedures for the determination of the stellar parameters (e.g., Teff, radii, and chemical abundances) corrected for 3D/non-LTE effects. Deliverables: Successive generations of updated grids of 1D/3D model atmospheres and limb-darkening coefficients. Automated tools for the determination of the stellar parameters. Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: Acceptable risks. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 84/200 1D Model Atmospheres Leader: Bertrand Plez Rev.: 5 Development phase PSM WP 122 100 04/2016 — 12/2023 Institution: Université de Montpellier, CNRS (France) Key Personnel: B. Plez; F. Allard (Lyon); P. Barklem (Uppsala); M. Bessell (RSSA, ANU); L. Casagrande (MSO, ANU); B. Edvardsson (Uppsala); U. Heiter (Uppsala); C. Helling (St Andrews); D. Homeier (Lyon); M. Ireland (RSSA, ANU); O. Kochukhov (Uppsala); J. Linsky (Boulder); S. Meszaros (Gothard); C. Barban (LESIA) Objectives: Improve our knowledge of stellar photospheres for PLATO targets (i.e., FGK dwarfs and subgiants, M dwarfs). Ensure that we have the best possible description of their atmospheres, necessary for the accurate characterisation of their output spectra, limb-darkening, and internal structure boundary condition. Provide the grid of model atmospheres to be used for the analysis of PLATO data. Tasks: 1. Compare families of 1D model atmospheres. 2. Verify model atmospheres and opacities using high-resolution observations of benchmark stars. 3. Address defects in physical ingredients and recipes used in present models, e.g., opacity data. 4. For very cool M dwarfs, account for dust formation, and non-homogeneity of dust distribution. 5. Examine the adequacy of the description of the deeper layers of model atmospheres, to be used as boundary condition for interior models. 6. Compute a complete grid of 1D model atmospheres covering the parameter space of stars observed with PLATO (i.e., FGK dwarfs and sub-giants, M dwarfs). 7. Create a database, for seismic studies, that contains the output of the theoretical calculations (e.g., 1D model atmospheres and associated model fluxes). Input: Spectroscopic and spectrophotometric observations of FGKM stars. Astrometry from Gaia. Improved molecular and atomic line lists Dependencies: Other WP 122 000 sub-packages, WP 121 000, WP 123 000, WP 127 000, and WP 131 000 Output: Grids of updated 1D models, and predicted detailed spectra, assessment of their quality viz. observations. Procedures for estimating stellar parameters of reference FGKM stars. Deliverables: Detailed report on accomplished work and reasons for the choices that were made. Full grid of model atmospheres for FGKM stars in 1D. Milestones: 01/2019: Complete an accuracy assessment for photometry/spectrophotometry of sources with the appropriate brightness range 07/2019: Perform a comparison of model atmospheres for our purposes: MARCS; Kurucz; Phoenix etc. 07/2020: Obtain/calculate the final1D model atmospheres for PLATO targets Risks: Availability of input data (opacities), securing funding for postdocs or PhD students that will do part of the work PSM WPDs DEVELOPMENT 3D Model Atmospheres Leader: Martin Asplund Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 85/200 PSM WP 122 200 04/2016 — 12/2023 Institution: Australian National University (Australia) Key Personnel: M. Asplund; F. Allard (Lyon); L. Bigot (Nice); A. Chiavassa (Nice); R. Collet (Canberra); Homeier (Lyon); Z. Magic (MPA); F. Thévenin (Nice) ; R. Trampedach (Boulder) D. Objectives: Develop 3D hydrodynamical stellar model atmospheres of late-type stars (spectral type FGKM, dwarfs and subgiants) for a wide range of stellar parameters (effective temperature, surface gravity, metallicity) targeted by PLATO. Continuously improve 3D model atmospheres to ensure highest accuracy and reliability in derived stellar parameters and chemical compositions. Tasks: Compute dense grid of 3D stellar model atmospheres for all stellar parameters Input: Existing atmosphere models Dependencies: Other WP 122 000 sub-packages, WP 121 000, WP 123 000, and WP 127 000 Output: First grid of highly realistic 3D hydrodynamical stellar model atmospheres for a very wide range of parameters corresponding to late-type stars Deliverables: Reports Milestones: 01/2018: Complete first grid of 3D stellar model atmospheres at solar and low metallicity 01/2019: Complete final dense grid of 3D stellar model atmospheres for all stellar parameters 06/2019: Compute 3D LTE spectral line formation for wide range of elements and transitions 06/2019: Compute continuum centre-to-limb variations using 3D models 01/2020: Photometric and spectroscopic stellar parameter estimations using 3D models 01/2021: Systematic 3D non-LTE for all stellar parameters 01/2022: Further refinements in 3D stellar model atmospheres and non-LTE spectrum calculations Risks: Some delay can occur to reach these ambitious goals in a timely manner, depending on the available manpower. PSM WPDs DEVELOPMENT Fundamental Stellar Parameters Leader: Carlos Allende Prieto Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 86/200 PSM WP 122 300 04/2016 — 12/2023 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: C. Allende Prieto; A. Amarsi (ANU); M. Ammler-von-Eiff (MPSSR); P. Barklem (Uppsala); M. Bergemann (MPIA); C. del Burgo (INAOE); L. Casagrande (ANU); L. Fossati (Argelander); J. I. González Hernández (IAC); L. Koesterke (Texas); K. Lind (Uppsala); L. Mashonkina (Moscow); Y. Maqueo Chew (UNAM); T. Merle (ULB); R. Monier (Meudon); D. Mourard (Nice); N. Nardetto (Nice); A. Sozzetti (Torino) Objectives: Assess the limitations and accuracy of the different methods to determine fundamental stellar parameters (Teff, BC, radius, chemical abundances, etc.) for FGKM stars observed by PLATO, based on photometric and spectroscopic observations, including astrometry to be provided by Gaia. Identify the preferred protocol to derive fundamental parameters and chemical abundances for targets of interest. Provide model fluxes covering the parameter space of the FGKM stars observed by PLATO. Tasks: 1. Design an optimal protocol to infer stellar parameters for PLATO targets, that takes into account 3D/nonLTE effects and benefits from the availability (except for M stars) of accurate seismic parameters (e.g., surface gravity). 2. Compute 1D and 3D model fluxes including non-LTE corrections. 3. Create a database, for seismic studies, that contains the output of the theoretical calculations (e.g., model fluxes for FGKM stars). 4. Create a database, for seismic studies, that contains preliminary parameters for the FGKM stars based on ground-based and Gaia data. Input: Spectrophotometry from HST and Gaia, astrometry from Gaia, spectroscopy from ground-based surveys, stellar angular diameters from ground-based interferometers, stellar structure models, atomic and molecular data, 1D and 3D model atmospheres. Dependencies: Other WP 122 000 sub-packages, WP 125 000, and WP 131 000 Output: Model fluxes for FGKM stars. Preliminary stellar parameters of PLATO targets. Deliverables: Documents describing the studies performed. Milestones: 12/2015: Provide the final analysis protocol to derive fundamental parameters for Plato targets Risks: None PSM WPDs DEVELOPMENT Limb Darkening Leader: Antonio Claret Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 87/200 PSM WP 122 400 Development phase 04/2016 — 12/2023 Institution: IAA (Spain) Key Personnel: A. Claret; C. Barban (LESIA); J. D. do Nascimento Jr. (Natal); B. Plez (LUPM); L. Bigot (Nice); D. Mourard (Nice); N. Nardetto (Nice); M.P. Di Mauro (Rome); Y. Unruh (Imperial College London); N. Krivova (Göttingen); S. Solanki (Göttingen) Objectives: Determine with precision the limb-darkening distribution of the host stars. Identify and quantify the sources of uncertainties in masses, radii and effective temperatures of the host stars, due to limb-darkening. Tasks: Computation of limb-darkening coefficients. The comparison of eclipsing binary data with theoretical predictions involving atmosphere models seems to indicate some discrepancies between the theoretical and observational data. Such disagreements may be related to intrinsic problems in either the atmosphere models or in the numerical methods adopted. In order to investigate the causes of these discrepancies, we plan to compute limbdarkening (LDC) and gravity-darkening (GDE) coefficients for several atmosphere models: ATLAS, PHOENIX, 1D MARCS, 3D Stagger models and, possibly, a version of spherical ATLAS. The calculations will be performed for the photometric system of PLATO (to be defined), as well as for the most commonly used passbands (uvbyUBVRIJHK, Sloan, etc.) by adopting least-squares and flux conservation methods. This will make our calculations useful not only for the PLATO mission. Input: Grids of atmosphere (specific intensities) Dependencies: Other WP 122 000 sub-packages Output: Series of grids of limb- and gravity-darkening coefficients computed by adopting different numerical methods. Such calculations will be available for several passbands. Deliverables: Distribution of the grids of limb- and gravity-darkening coefficients. Parts of these grids (PHOENIX models: effective temperatures in the range 1500-10000 K) were already published during the 2012-2013 period. Milestones: 12/2017: First sets of limb darkening coefficients computed with the involved codes for comparison tests 12/2020: Comparisons, tests, improvements scientific specifications 06/2021: Delivery of the first sets of validated limb darkening coefficients 12/2023: Update of the model atmospheres and computations of corresponding updated limb darkening coefficients Risks: Some acceptable delay in the delivery of validated limb-darkening and gravity-darkening coefficients can arise from delay in the computations of the proper model atmospheres PSM WPDs DEVELOPMENT Interstellar Extinction Leader: Douglas Marshall Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 88/200 PSM WP 122 500 Development phase 04/2016 — 12/2023 Institution: Université Paris Diderot / CEA (France) Key Personnel: D. Marshall; S. Sale (Oxford); J. Linsky (Colorado); R. Hanson (MPIA); K. Dobashi (Tokyo.); J. Montillaud (Franche-Comté); E. Amores (Estadual de Feira de Santanta) Objectives: Provide values of anticipated extinction along different lines of sight. Ensure that interstellar extinction is handled properly to enable precision estimates of stellar parameters. Tasks: 1. 2. 3. 4. Take responsibility for ensuring that extinction simulations are done as required Investigate the use of Gaia reddening, including using the diffuse interstellar band at 862 nm Advise on strategies for obtaining more precise extinction estimates from follow-up data Evaluate uncertainties on extinction estimates Input: Gaia reddening, ground-based spectroscopic data Dependencies: Other WP 122 000 sub-packages, WP 131 000 Output: Extinction maps. Extinction estimate for each source. Deliverables: Reports, and software test reports Milestones: 12/2017: Preliminary set of specifications for the PDC will be available 09/2020: A first full set of specifications for the PDC should be available 12/2022: Updates on the specifications Risks: Minimal risks PSM WPDs DEVELOPMENT Stellar Activity and Rotation Leader: Antonino Francesco Lanza Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 89/200 PSM WP 123 000 04/2016 — 12/2023 Institution: INAF-Osservatorio Astrofisico di Catania (Italy) Key Personnel: A.F. Lanza; B. Mosser (OBSPM); M. Pinsonneault (Ohio State); S. Messina (INAF-Catania); F. Kupka (Vienna); A. S. Brun (CEA); A. Valio (Mackenzie) Objectives: To coordinate the development and definition of the methods to study the impact of stellar activity on stellar science and define the methods to measure and study stellar rotation and magnetic fields in late-type stars. Development of physical models for a better understanding of the interplay between convection, rotation and magnetic fields in stars. Tasks: 1. To communicate and coordinate the contributions from and to other WPs for the determination of the stellar parameters and of the parameters of the planetary systems, with an emphasis on stellar rotation period, surface differential rotation, filling factor of stellar magnetic fields, star-planet magnetic interactions; 2. To coordinate the development of the models for surface convection in late-type stars with and without the effects of magnetic fields, hydromagnetic models for stellar differential rotation, dynamo action, and the evolution of the rotation under the action of stellar magnetized winds; 3. To coordinate the study and development of new methods for reaching the above objectives. Input: Stellar atmosphere models from Stellar Science WP 122 000, interior models from WP 121 000, CoRoT or Kepler data, synthetic data, stellar parameters (effective temperature, gravity, chemical composition, rotation period, chromospheric activity indexes, asteroseismic age). Dependencies: WP 121 000, WP 122 000 and sub-packages. Output: Procedures for the analysis of stellar magnetic activity, rotation and surface magnetic fields to derive constraints on basic stellar parameters and pursue a better understanding of the interplay between convection, rotation and magnetic fields in stars with and without exoplanets. Deliverables: Specification of tools to analyse stellar activity in late-type stars and the interplay of convection, rotation and magnetic fields in individual objects as well as in samples of given ages; constraints on basic stellar parameters, notably rotation, differential rotation, and the broad distribution and filling factor of magnetic active regions. Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Tests on simulated data and on CoRoT and Kepler light-curves of selected active targets; tests of the physical models implemented in numerical codes 05/2022: Update of the modelling algorithms and codes, tests and analysis of the results in order to establish the final procedures for the PLATO mission Risks: No general risks are foreseen; specific risks are detailed in each WP description. PSM WPDs DEVELOPMENT Spot Models Leader: Benoît Mosser Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 90/200 PSM WP 123 100 Development phase 04/2016 — 12/2023 Institution: Observatoire de Paris (France) Key Personnel: B. Mosser; F. Baudin (IAS); R. García (CEA); A.-M. Lagrange (Grenoble) ; N. Meunier (Grenoble) ; D. Barrado (CSIC-INTA) Objectives: To specify and test methods and algorithms for the measurement of the spot distribution, in close relation with the stellar activity and rotation measurements and analysis methods and algorithms. Tasks: 1. Specify the methods and algorithms needed for the spot modelling 2. Specify the methods and algorithms needed for interacting with the rotation and activity measurements 3. Specify the way to ensure the adequacy of the spot modelling for measuring the relevant parameters 4. Specify the modelling of solar activity (the Sun as a star) by comparison of radial velocity, photometry and astrometric signals due to solar activity to prepare the comparative study of Plato and follow-up groundbased data 5. Test the above procedures with synthetic data Input: Stellar atmosphere models from Stellar Science WP 122, WP 122 300, CoRoT and Kepler data, synthetic data, stellar characteristics (effective temperature, gravity, chemical composition, rotation period, chromospheric indexes, asteroseismic age); solar activity measurements Dependencies: WP 121, WP 122, WP 125 and sub-packages Output: Procedures for the fitting of the spot distribution, results from tests on synthetic and CoRoT/Kepler data; specifications for PDC WP 374 200 Deliverables: Spot modelling and reliable output parameters (rotation rate, spot lifetimes, spot longitudes and latitudes, amplitude of differential rotation, activity cycles, age estimates based on the activity level) Milestones: 12/2018: First specifications 2020: Tests on simulated data and on CoRoT and Kepler light curves of selected active targets 12/2022: Refinement of the modelling algorithms and codes, performing of tests and analysis of the relative results for the establishment of the final procedures for the PLATO mission. Risks: Difficulty to determine the adequate model depending on the level of stellar activity, on the rotation rate and on the SNR. PSM WPDs DEVELOPMENT Surface Convection (1D & 3D) Leader: Friedrich Kupka Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 91/200 PSM WP 123 200 04/2016 — 12/2023 Institution: University of Vienna (Austria) Key Personnel: F. Kupka; K. Belkacem (LESIA, Paris); E. Caffau (GEPI, Paris); H.-G. Ludwig (Heidelberg); R. Samadi (LESIA, Paris) Objectives: The surface activity of the host stars has to be understood when analysing and interpreting data of PLATO. WP 123 200 is dedicated to investigate the properties of surface convection, in particular of stellar granulation, which contributes to the activity mechanisms operating at stellar surfaces and has to be characterized for PLATO as a function of spectral type. One has to construct 1D models and 3D numerical simulations of convection for the parameter regime of interest. This is particularly important for stars with a solar-like surface convection zone, where granulation provides a major contribution to the stellar background variability signal. Tasks: The main tasks to be performed in this WP are the following: 1. Development of numerical codes for the computation of the theoretical contribution of granulation to observed intensity and its signature in power spectra; 2. Test of the codes and their theoretical basis; this includes comparing 1D model and different 3D simulation codes and their predictions for the granulation background; 3. Computing expected granulation contributions as a function of spectral type. Input: Models of granulation developed for use with PLATO data. Dependencies: WP 121 000, WP 122 000 and sub-packages. Output: For further application within the data analysis for PLATO this WP will provide model grids of the theoretical contributions of granulation to the intensity and its signature in power spectra as a function of the spectral type of the host star. Deliverables: Granulation model. Milestones: 09/2020: Delivery of first generation of validated models and procedures related to the characterization of host stars 12/2022: Delivery of second generation of validated models and procedures related to the characterization of host stars Risks: The necessary numerical simulations may turn out to be more expensive in terms of computing time required, if additional physical processes such as magnetic fields will have to be taken into account in the granulation model. However, such additional computing resources can be expected to become also more affordable during the next few years. PSM WPDs DEVELOPMENT Models of Rotational Evolution and Gyrochronology Leader: Marc Pinsonneault Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 92/200 PSM WP 123 300 04/2016 — 12/2023 Institution: Ohio State University (USA) Key Personnel: M. Pinsonneault; J.-D. do Nascimento Jr. (Natal); A. Palacios (Montpellier); J. Guzik (los Alamos) Objectives: Studying angular momentum evolution of PLATO stars and inferring ages from their measured rotation rates. Tasks: 1. Defining distinct rotation-age relationships appropriate for both unevolved and evolved low mass stars using pre-PLATO data. 2. Empirically constrain these relationships and quantify their uncertainties. 3. Develop working models for the loss and transport of angular momentum. 4. Explore mixing as a diagnostic of angular momentum transport. 5. Infer seismic diagnostics of internal stellar rotation. Input: PLATO data Dependencies: Input from and output from PDC (WP 370) and PSM (WP 100, WP 130, WP 160); PLATO End-to-End Simulator Output: Updated stellar models; working prescriptions for age as a function of rotation, evolutionary state, mass, and composition Deliverables: Reports and updated stellar models Milestones: 12/2018: First specifications 12/2020: Tests on the models and application to simulated and observational data; 12/2022: Refinement of the modelling algorithms and codes, performing of tests and analysis of the relative results for the establishment of the final procedures for the PLATO mission. Risks: Minimal risks PSM WPDs DEVELOPMENT Dynamos and Differential Rotation Leader: A. S. Brun Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 93/200 PSM WP 123 400 04/2016 — 12/2023 Institution: IRFU/SAp, UMR AIM, CEA-Saclay (France) Key Personnel: A. S. Brun Objectives: Most stars rotate and exhibit a large diversity of magnetic fields. It is believed that dynamo action, i.e. the complex, nonlinear interplay between, convection, large scale flows (differential rotation and meridional circulation) and magnetic fields, is the source of the magnetism of solar like stars and M dwarfs, the main stellar targets of PLATO. Being able to constrain all these MHD processes is crucial to our understanding of stars and their impact on their environment. Seismic inversions of the extent of convective envelope, the surface and internal profiles of large scale flows and of proxies of the magnetic activity confronted to multi-D simulations and scaling laws/regime diagrams will help reaching this goal. Tasks: • Assessment of software developments for providing rotation and magnetic modulation of light curves as a function of spectral types • Definition of output variables to help in the Hare & Hound tests for the PDC pipeline • Production of light curves variability due to magnetic activity, differential rotation and convection • Start coordination of theoretical and modelling effort of stellar rotation proxy for solar-like stars • Start coordination of theoretical and modelling effort of stellar dynamo and magnetic activity proxies • Start multi-D numerical simulations of convection, rotation, turbulence & magnetism of solar like stars • Code maintenance and development • Regular reports on WP progress, participation to PSM meetings Input: • Seismic inversion of internal rotation profile (WP 125 000) • Extent of convective envelope (WP 126 000), 1-D stellar state (WP 121 100) for 3-D models • Proxies of magnetic activity (WP 125 000) Dependencies: WP 120 000 and sub-WPs Output: (WP 121 000, 124 000, 127 000) • Impact of magnetism, convection and rotation on light curves as a function of spectral type • Scaling laws of differential rotation and activity levels as a function of spectral type • Provide light curves for Hare & Hound test in PDC pipeline • Realistic 3-D Simulations of some PLATO targeted stars to be used as test bed • Turbulent convective spectra for waves excitation Deliverables: Participation to Hare & Hound PSM and test by providing light curves for various stellar spectral types, First set of light curves, spectra (turbulent and of gravity modes) and 3-D models by June 2020, second set after observations become available Regular reports of advancement of WP, regular meeting with PSM WP and sub-WP leaders Milestones: 12/2017: Assessment of software development to provides light curves for Hare & Hound PDC test 12/2018: Production of light curves for Hare & Hound tests in PDC pipeline 12/2019: Start development of multi-D MHD models of generic PLATO stars 12/2019: Production of turbulent spectra for various spectral types to asses modes visibility 12/2020: Start ab-initio simulations of gravity modes in solar like stars and sub giants 12/2023: Determination of key stellar parameters for optimization of PLATO stellar targets Regular intervals: Regular reports of advancement of WP, regular meeting with PSM WP and sub-WP leaders Risks: lack of precision of inverted convection extent, differential rotation profiles and magnetic activity PSM WPDs DEVELOPMENT Tools to Measure Rotational Modulation Leader: Sergio Messina Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 94/200 PSM WP 123 500 04/2016 — 12/2023 Institution: INAF-Catania (Italy) Key Personnel: S. Messina; T. Granzer (AIP); K. G. Strassmeir (AIP); M. Schuessler (MPSSR); N. Meunier (Grenoble); A.-M. Lagrange (Grenoble); M. Ammler von Eiff (MPSSR); D. Barrado (CSIC-INTA) Objectives: To study, develop and test methods and algorithms for the measurement of the rotational modulation of the optical flux of the stars in close relation with the stellar activity and spectroscopic rotation measurements, analysis methods and algorithms. Tasks: 1. Develop the methods and algorithms needed for the detection and analysis of the rotational modulation of the flux 2. Develop the methods and algorithms needed for exploiting the information from activity models; 3. Derive the stellar rotation period, estimate of the surface differential rotation, spot lifetimes 4. Derive the procedures to use spectroscopic rotation measurements to improve and check results; 5. Test the above procedures with synthetic data Input: 1. Stellar optical light curves 2. Stellar spectral type 3. Spot models from Stellar Science WP 123 100 4. CoRoT or Kepler data 5. Synthetic time series Dependencies: WP 120 000 and sub-WPs Output: Procedures for the detection and the analysis of the rotational modulation and to measure the rotation period, results from tests on synthetic and CoRoT/Kepler data; Deliverables: Rotation period, amplitude of the surface differential rotation; lifetime of the active regions; correlation between rotation and activity level; correlation between rotation and age; Milestones: 12/2018: First specifications 2020: Tests on the models and application to simulated and observational data; 12/2022: Refinement of the modelling algorithms and codes, performing of tests and analysis of the relative results for the establishment of the final procedures for the PLATO mission. Risks: Optical flux modulation dominated by starspot evolution rather than rotational modulation; this can be checked using spot models of WP 123 100; active regions lifetime significantly shorter than the rotation period; effects due to activity cycles; PSM WPDs DEVELOPMENT Stellar Rotation from Transits Leader: Adriana Valio Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 95/200 PSM WP 123 600 04/2016 — 12/2023 Institution: CRAAM, Mackenzie University (Brazil) Key Personnel: A. Valio Objectives: 1. Determine the rotation period of a star through the detection of spots on its surface. The period will be determined by following the spots position through time. The spots longitude is determined from the light curve during planetary transits. As the planet eclipses its host star, features on the stellar surface such as a spot may be occulted. When this happens, a small variation in intensity may be detected. By modelling this “bump” during the transit light curve it is possible to infer the position (latitude and longitude) of the spot and also its size and brightness with respect to the stellar disk intensity. This method can also be applied to binaries, and not only star-planet systems, provided that the stellar companion is small, or even a brown dwarf. 2. Estimate the stellar differential rotation. If the average rotation period of the star is known, or the rotation period at different latitudes from multiple transiting planets, then by assuming a solar like differential rotation profile, or another given one, it may be possible to determine the differential rotation profile of the star. Also possible to use in multi planet systems with eclipses at different latitudes of the star. Tasks: 1. Spot detection: identify intensity variations in the transit light curves due to spots; 2. Spot modelling: fit the intensity variation by a model to infer the spots characteristics such as position (latitude and longitude), relative intensity, and size; 3. Rotation period: identify the same spot on later transits to determine the stellar rotation period; 4. Differential rotation: from the period estimates obtained from spots at different latitudes on the stellar surface, i.e., from the modelling of in- and out-of-transit light curves, calculate the differential rotation profile of the star. Input: Computer codes to detect and model the spots; Model data; CoRoT and Kepler light curves. Dependencies: WP 120 000 and sub-WPs Output: Refined routines optimized for estimating the rotation period and the differential rotation profile of stars with transiting companions, which may be a planet, a brown dwarf or a dwarf star. Deliverables: Stellar rotation period at different latitudes of the star, also star spots physical characteristics such as sizes and temperatures. More precise planet radius, once the stellar activity has been accounted for. Milestones: 12/2018: First specifications 2020: Tests on the models and application to simulated and observational data; 12/2022: Refinement of the modelling algorithms and codes, performing of tests and analysis of the relative results for the establishment of the final procedures for the PLATO mission. Risks: Low, since this technique has already been proven to be effective with CoRoT and Kepler observations PSM WPDs DEVELOPMENT Seismic Diagnostics Leader: Margarida Cunha Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 96/200 PSM WP 124 000 Development phase 04/2016 — 12/2023 Institution: Universidade do Porto, CAUP (Portugal) Key Personnel: M. Cunha; I. Roxburgh (QMUL); D. Reese (Birmingham); S. Deheuvels (OMP, IRAP) Objectives: To coordinate the development and validation of the algorithms to be delivered to the PDC, with regards to the inverse, glitch-related, and forward procedures that are to be adopted for the determination of the mass, radius and age of the core program stars, as well as additional information on their internal structure and dynamics. Tasks: 1. Overall coordination of the development and comparison tests that shall be undertaken within WP 124 100, WP 124 200, and WP 124 300, regarding the selected forward, inverse, and glitch-related procedures. This will include an evaluation of the connection between the outputs of WP 124 100 and the inputs required by WP 124 200 and WP 124 300. One must verify, in particular, under which conditions the precision on the stellar parameters obtained in WP 124 100 is sufficient, when the solution is to be used as a first guess for the inversions. 2. Overall coordination of the tests on the algorithms to be developed under WP 124 100, WP 124 200 and WP 124 300 and delivered to the PDC. 3. Overall coordination of the validation of the algorithms implemented by the PDC, concerning forward, inverse, and glitch-related procedures. Input: Data from CoRoT and Kepler for test and validation of operations; PLATO simulated data; procedures developed in WPs 124 100 to 124 300; Grids of models and stellar evolution codes, seismic, and non-seismic parameters to be provided by WPs 121 000, WP128 000, and WP 122 000, respectively. Dependencies: Input from WPs 121 000, 122 000, and 128 000; Input from and output to WPs 124 100 to 124 300 and WP 120 000 Output: Outputs from the development phase of WP 124 100, WP 124 200, and WP 124 300 Deliverables: 1. Algorithms for the adopted forward procedures; 2. Algorithms for the adopted inverse procedures; 3. Algorithms for the adopted glitch-related procedures; 4. Report on the results of the evaluation to be carried out under task 1. Milestones: 05/2016: Delivery of tested forward and inverse procedures to be adopted as a first generation data analysis. 05/2017: Algorithms for second generation of forward and inverse procedures fully developed; 05/2020: Delivery of second generation of forward and inverse algorithms fully validated. 05/2022: Updating of validated second generation of forward and inverse algorithms if necessary Risks: Acceptable: forward, inverse, and glitch-related procedures already exist and their intrinsic accuracy is not too far from the level required for Plato data analyses. PSM WPDs DEVELOPMENT Forward Approaches Leader: Ian Roxburgh Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 97/200 PSM WP 124 100 Development phase 04/2016 — 12/2023 Institution: Queen Mary University of London (UK) Key Personnel: I. Roxburgh; S. Vorontsov (QMUL); M. Cunha (Porto); M. Bazot (Porto) Objectives: To develop and validate forward procedures capable of delivering the mass, radius and age of the core program stars with an accuracy requested by exoplanet studies as well as information on their internal structure and dynamics. The procedures will focus on low mass, main sequence stars, of spectral type F to M. Tasks: 1. Compare several forward modelling approaches for the determination of stellar parameters and associated uncertainties on the stellar mass, radius and age. All approaches make use of a grid of stellar evolutionary models and have been used in the context of the Kepler mission. The comparison between these methods will be based on targets with the characteristics of those to be observed by PLATO and will take into account the aspects of the models that are most likely to introduce systematic errors in the results, for a full characterization of the final uncertainties on the derived parameters. 2. Further development in order to optimize the outcome of the analysis, when applied to PLATO targets. 3. Develop a forward modelling tool aimed at an in-depth asteroseismic exploitation of the data on a particular selection of PLATO targets. The tool must explore both fully and in a global manner the parameter space, without being limited by a pre-computed grid. This will include a global search approach coupled to a local, finer search. 4. Carry out tests to validate the implementation of the tools defined above by the PDC Input: Forward methods identified for further testing and development. Grids of models, stellar evolution codes and seismic and non-seismic parameters. Dependencies: Input from and output to WP 124 000 Output: Adopted forward procedures and associated codes, as well as new estimates of the precisions expected on the parameters at each level. Deliverables: 1. Report on the results of the comparison carried out in task 1; 2. Detailed description of the fully developed procedure to be applied in the level 1 analysis; 3. Detailed description of the fully developed procedure to be applied in the level 2 analysis. Milestones: 06/2019: Identification of final forward procedure to be adopt in level 1 analysis 06/2020: Forward procedure for level 1 fully adapted 01/2021: Forward procedure for level 2 fully developed 12/2022: Forward tools fully validated Risks: Acceptable; forward procedures already exist and their intrinsic accuracy is not too far from the level required for Plato data analyses. PSM WPDs DEVELOPMENT Inverse Techniques Leader: Daniel Reese Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 98/200 PSM WP 124 200 Development phase 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: D. Reese; G. Buldgen (Liège); I. Roxburgh (QMUL); S. Deheuvels (OMP, IRAP) Objectives: To develop inverse methods that can provide total mass, internal density profile and other information on the core program stars. The adopted procedures will focus on low mass, main sequence stars from F to M spectral types. Tasks: 1. Classical inversion methods a. Tests and validation on simulated data and real data from CoRoT and Kepler missions b. Improvements of the inversion procedures if necessary to obtain better precisions. 2. Model independent inversion methods a. Tests and validation on simulated data and real data from CoRoT and Kepler missions b. Improvements of the inversion procedures if necessary to obtain better precisions. Input: Inversion methods identified for testing and further development. Stellar models, seismic and non-seismic parameters. Outputs from forward modelling. Dependencies: Input from and output to WP 124 000 Output: Inversion procedures and codes Deliverables: Comprehensive descriptive documents on the adopted inverse methods, procedures and algorithms as well as a user-friendly guide and estimates of the expected precisions. Milestones: 12/2017: First version of algorithms for inversion 01/2018-07/2020: Tests on simulated data and real data from CoRoT and Kepler missions. Improvements of the inversion procedures if necessary 07/2020-12/2020: Delivery of second generation of validated inversion procedures 01/2021-12/2023: Updating and further tests Risks: Acceptable; inversion procedures already exist and have been tested. Their adaptation to foreseen PLATO data to reach the requested precision is not too demanding on theoretical developments. PSM WPDs DEVELOPMENT Acoustic Glitches Leader: Sébastien Deheuvels Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 99/200 PSM WP 124 300 Development phase 04/2016 — 12/2023 Institution: Observatoire Midi-Pyrénées, IRAP (France) Key Personnel: S. Deheuvels; M. Monteiro (CAUP); M. Cunha (Porto); J. Ballot (IRAP); D. Reese (Birmingham) Objectives: To develop and validate procedures capable of extracting the properties of acoustic glitches inside stars from the frequencies of the observed oscillation modes. This will provide additional constraints on stellar models, thus leading to better estimates of the mass, radius and age of the core program stars. Tasks: 1. Test different existing methods designed to estimate in a model-independent way the depths of two major acoustic glitches, namely the base of the convective envelope and the second helium-ionization zone. Such methods have already been validated in the context of the Kepler mission. Their efficiency will be compared for stellar models representative of Plato targets in order to establish an optimal procedure. 2. Develop of a tool to estimate the size of the convective cores (the boundary of the core also creates an acoustic glitch) of main sequence stars through grid modelling. The grids must be computed using different evolutionary codes in order to estimate systematic effects. The grid characteristics (mesh, ranges…) that are needed to measure the core size will be estimated. A better knowledge of the extension of convective cores will yield better estimates of the age of the exoplanet host stars. 3. Explore the possibility to estimate the abundance of helium in the convective envelope using the signature in the mode frequencies of the second helium ionization zone, as could be done for some Kepler targets. This would provide additional constraints on stellar models. 4. Determine the characteristics of Plato targets (stellar parameters, signal-to-noise ratio of oscillation modes) for which the procedures from tasks 1, 2, and 3 can be applied. 5. Carry out tests to validate the tools implemented following the recommendations of tasks 1, 2, and 3. Input: Methods previously applied to extract the depths of acoustic glitches in the Kepler mission. Stellar evolution codes and grids of models. Estimates of stellar fundamental parameters along with corresponding uncertainties and properties of the oscillation modes. Dependencies: Input from and output to WP 124 000 Output: Detailed procedures to extract the depths of acoustic glitches from the oscillation mode frequencies, to estimate the size of convective cores through grid modelling, and to estimate the He abundance in the envelope. Deliverables: 1. Description of the algorithms to be implemented to apply the selected procedures for task 1 2. Description of the algorithms to be implemented to apply the selected procedures for task 2 3. Description of the algorithms to be implemented to apply the selected procedures for task 3 4. Characteristics of the grids of models needed to estimate the size of convective cores Milestones: 12/2020: Description of the algorithms for task 1 12/2021: Description of the algorithms for task 2 12/2022: Description of the algorithms for task 3 12/2023: Characteristics of the grids of models needed to estimate the size of convective cores Risks: Acceptable: glitch-related procedures already exist and have been tested. Their adaptation to foreseen PLATO data is not too demanding on theoretical developments. PSM WPDs DEVELOPMENT Determination of Stellar Parameters Leader: Jørgen Christensen-Dalsgaard Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 100/200 PSM WP 125 000 04/2016 — 12/2023 Institution: Aarhus University (Denmark) Key Personnel: J. Christensen-Dalsgaard; Hans Kjeldsen (Aarhus); B. Chaplin (Birmingham) Objectives: This WP must coordinate the work in order to provide to the PDC procedures that deliver masses, radii, ages, and chemical composition of stars of the core program with the precision required by the exoplanet WPs, and with reliable statistical characterization. Maintain close coordination with the activities under WP 121 000 (Stellar models) to ensure that reliable modelling tools are used in the analysis of the data. Maintain close coordination with WP 125 200 to ensure that optimal modelling tools are used for determination of 'classical' parameters under WP 125 200. Maintain close coordination with WP 125 300 to ensure that optimal seismic tools are used for determination of seismic parameters. Tasks: 1. Coordination of the work done by WP 125 100 to 125 400 2. Make sure that the quality of the outputs from WP 125 100 to 125 400 match the specified requirements 3. Establish procedures for utilizing the asteroseismic insights obtained through the analysis of PLATO data to improve the determination of stellar parameters. Input: Results from WP 125 100 – 125 400 Dependencies: 1. WP 121 000, WP 122 000, WP 123 000, WP 124 000, WP 126 000. 2. Output to PDC (WP 370 000) using WP 129 000 Output: Optimized procedures to determine accurate masses, radii, ages, chemical composition as well as specification of probability density functions, including correlations, that satisfy the exoplanet requirements, with full documentation of the procedures Deliverables: Optimized procedures to determine accurate masses, radii, ages, chemical composition as well as specification of probability density functions, including correlations, that satisfy the exoplanet requirements, with full documentation of the procedures Milestones: 05/2016: Delivery of the first set of specifications to the PDC. 05/2019: Critical status review of all activities. 05/2022: Delivery of procedures, documentation and test results, including publication in the scientific literature. Risks: Acceptable risks PSM WPDs DEVELOPMENT Scaling Laws Leader: Andrea Miglio Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 101/200 PSM WP 125 100 Development phase 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: A. Miglio; K. Belkacem (LESIA, Paris); J. Montalban (INAF-Padova); B. Mosser (OBSPM) I.W. Roxburgh (QMUL) Objectives: This WP must provide prescriptions to compute mass and radius based on scaling relations using combinations of seismic and non-seismic pieces of information. It must also provide the uncertainties on the derived quantities due to underlying simplifying assumptions. Tasks: 1. Validation of the scaling relations by comparison with detailed numerical computation of stellar models and oscillation frequencies (outcome of WP 121 100), and predictions of mode amplitudes (WP 126 100) 2. Empirical calibration of the scaling relations using CoRoT, Kepler, K2, and ground-based observations of stars with available independent mass/radius estimates (detached eclipsing binaries, stars in clusters, nearby stars with precise interferometric and Gaia’s astrometric constraints) 3. Final assessment of the star parameter uncertainties 4. Development of optimized procedures to implement computations of stellar parameters and their uncertainties obtained from use of scaling laws Input: 1. Grids of stellar models (from WP 121 100), predictions of mode amplitudes (from WP 126 100) 2. Astronomical literature, Gaia’s parallaxes when available 3. Available CoRoT, Kepler, and ground-based data. Dependencies: Input from WP 121, WP 126, WP 128, and WP 370 Output: Optimized and validated procedures to determine accurate masses, radii, ages, chemical composition as well as uncertainties that satisfy the exoplanet specifications Deliverables: Optimized and validated procedures to determine accurate masses, radii as well as uncertainties that satisfy the exoplanet specifications, with full documentation Milestones: 06/2017: Initial planning meeting 06/2018: Start of tests on artificial and existing data 2019 – 2022: Yearly progress meetings 12/2022: Delivery of procedures, documentation and test results Risks: Acceptable. Some of the necessary scaling laws already exist and will be operational. The absolute precision of the output will have nevertheless to be estimated when used with actual PLATO data PSM WPDs DEVELOPMENT Incorporating Classical Parameters Leader: Sofia Feltzing Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 102/200 PSM WP 125 200 04/2016 — 12/2023 Institution: Lund Observatory, Lund University (Sweden) Key Personnel: S. Feltzing Objectives: Develop procedures to incorporate reliable information about classical stellar properties in the analysis to determine stellar parameters. These properties include effective temperature, luminosity, radius, composition from ground-based photometry and spectroscopy and, in particular, from the Gaia observations, expected to be available when PLATO is launched. The analysis must make use of optimal stellar atmosphere modelling for the interpretation of the observations. Procedures must be included for full statistical analysis, allowing determination of error properties of the inferred quantities. Tasks: Interface between WP 125 000 and other WP such as classical stellar parameters from ground-based observations and from Gaia (WP 122 000), and models (WP 121 000). Input: WP 122 000, WP 121 000 Dependencies: WP 121 000, WP 122 000, WP 125 000 and sub-packages Output: Reports on testing the determination of classical stellar parameters, including evaluation of internal consistency and consistency with independent asteroseismic analyses as applied, e.g., to Kepler data Deliverables: Procedures, with documentation, for determining stellar parameters for the different relevant classes of stars, including also recommendations for required support observations. Milestones: 07/2017: Initial planning meeting 2017-2019: Evaluation of potential procedures and resources 2018-2023: Ground-based support observations 2019-2022: Yearly meetings to discuss progress 12/2022: Delivery of procedures documentation and test results Risks: Access to required observing facilities. PSM WPDs DEVELOPMENT Seismic Parameters Leader: Christoffer Karoff Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 103/200 PSM WP 125 300 Development phase 04/2016 — 12/2023 Institution: Aarhus University (Denmark) Key Personnel: C. Karoff Objectives: Based on procedures from 125 100 and 125 200, combine the results in procedures to determine the desired properties of the stars (mass, radius, age, composition etc.) in an optimal fashion, including also a study of the benefit of including individual frequencies in the analysis. Procedures must be included for full statistical analysis, allowing determination of error properties of the inferred quantities. As a side benefit, information should be extracted which documents, in a statistically solid fashion, errors in the underlying stellar models, to be used in updating the modelling and hence reducing the systematic errors in the inferred stellar parameters. Tasks: 1. Establish procedures to determine stellar parameters (mass, radius, age, composition, etc.) from seismic parameters (frequency separations and individual frequencies) and classical parameters (effective temperature, luminosity, composition, etc.) with realistic error estimates. 2. Interface between WP 125 000 and other WP such as seismic observables, including individual frequencies (WP 124 000), and models (WP 121 000) Input: From WP 125 100 (mainly model grids), WP 125 200 (mainly effective temperature, luminosity, composition, etc.) and WP 124 000 (mainly individual frequencies). Dependencies: Input from WP 124 000 and WP 121 000 Output: Documented tests of the resulting procedures, applied both to realistic artificial data and to the reanalysis of appropriate Kepler data. Deliverables: Procedures and documentation for the optimized determination of seismic parameters. Milestones: 09/2017: Planning meeting of the activities during the implementation phase, with PDC WP 374 000 (Stellar modelling tools) 09/2021: Start of testing of procedures within the PDC, particularly WP 374 000, using realistic artificial data. 09/2022: Critical status review of all activities. 09/2023: Delivery of procedures, documentation and test results, including publication in the scientific literature. Risks: Acceptable risk PSM WPDs DEVELOPMENT Open Clusters Leader: Sarbani Basu Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 104/200 PSM WP 125 400 Development phase 04/2016 — 12/2023 Institution: Yale University (USA) Key Personnel: S. Basu Objectives: Based on procedures from WP 125 100 and WP 125 200 (stellar models), and using input from WP 125 300 (seismic inputs), identify and develop the procedures that make use of the specific information provided from the fact that stars are members of open clusters. This includes specific requirements on the 'classical' information under WP 125 200. Procedures will be included for full statistical analysis, allowing determination of error properties of the inferred quantities. As a side benefit, information should be extracted which documents, in a statistically solid fashion, errors in the underlying stellar models, to be used in updating the modelling and hence reducing the systematic errors in the inferred stellar parameters, noting that internal consistency amongst cluster stars may be particularly relevant for this. Tasks: Put a reasonably automated pipeline in place to input stellar grids as well as data (seismic and non-seismic) to output basic properties of the stars, errors on the properties and error-correlations. Determine how to find stars that should be investigated in detail and to determine the optimum distribution of such stars across the cluster CMD to make reliable estimates of cluster parameters. Input: From WP 125 100 (model grids), WP 125 200 (mainly effective temperature, luminosity, composition) Dependencies: WP 121, WP 122, WP 123, WP 125 100, WP 125 200 Output: Pipelines, together with instructions, to determine properties of stars in clusters Deliverables: Validated codes with documentation Milestones: 07/2017: Initial planning meeting 12/2019: finish tests on simulated data 12/2022: Delivery of procedures documentation and test results Risks: Minimal risks PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 105/200 Mode Physics Leader: Kevin Belkacem Rev.: 5 PSM WP 126 000 Development phase 04/2016 — 12/2023 Institution: LESIA, Observatoire de Paris (France) Key Personnel: K. Belkacem; F. Baudin (IAS) Objectives: Coordination of the mode physics sub-working groups in charge of providing realistic determination of mode amplitudes and line-widths. The objectives are to provide realistic stellar light-curves (for use inside WP 120) including oscillations as well as an estimation and modelling of sub-surface effects (e.g. turbulent pressure, granulation, magnetic effects) on mode parameters. These developments will benefit from the CoRoT and KEPLER legacy. Tasks: 1. Validation and calibration of the stellar light-curve simulator for H&H exercises inside the PSM, using both CoRoT and Kepler available observations. 2. Developments of methods and algorithms for correcting mode parameters (frequencies, line-width, amplitude) from surface effects. 3. Hare & Hound (H&H) exercises for optimizing the scientific return and target selection. Input: PLATO End-To-End simulator Dependencies: Input from and output from PLATO End-to-End Simulator, and from WP 126 100 to WP 126 400 Output: 1. User manual of the stellar light-curve simulator, 2. Realistic light-curves for the PLATO scientific community for H&H exercises, 3. Algorithms for correcting stellar parameters from surface effects Deliverables: Algorithms for correcting stellar parameters from surface effects. Milestones: 05/2016: Delivery of the first version of the stellar light-curve simulator. 05/2017: Validation and calibration of the stellar light-curve simulator using both CoRoT and Kepler available observations. 05/2019: Developments of methods and algorithms for correcting mode parameters (frequencies, line-width, amplitude) from surface effects. Risks: Minimal risks PSM WPDs DEVELOPMENT Mode Amplitude and Near-Surface Effects on Mode Parameters Leader: Réza Samadi Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 106/200 PSM WP 126 100 04/2016 — 12/2023 Institution: LESIA, Observatoire de Paris (France) Key Personnel: R. Samadi; K. Belkacem (LESIA, Paris); H.-G. Ludwig (Heidelberg); L. Bigot (Nice); Caffau (GEPI, Paris) E. Objectives: 1. To develop tools and generate relevant set of data in order to derive realistic predictions of mode amplitudes for stars of the core program; 2. To develop realistic models of the near-surface effects, namely here the effects on the mode frequencies of turbulent convection near the stellar surface; 3. To compare our predictions with CoRoT and Kepler data Tasks: 1. Calculation of “patched” models (i.e. 1D global stellar with surface layers obtained from an associated 3D hydrodynamic model) for each set of 3D hydrodynamic models. 2. Calculation of theoretical mode frequencies and amplitudes associated with each “patched” model. 3. Development of a tool to derive mode amplitudes for any star within the domain covered by the grid of 3D models. 4. Quantification of the near-surface effects using the grid of stellar models. 5. Modelling the near-surface effects using either empirical or theoretical approach. 6. Development of a method (e.g. scaling laws) to predict near-surface effects for within the domain covered by the grid of 3D models. 7. Comparison of our predictions with CoRoT and Kepler data. Input: 1. Grid of 3D hydrodynamic models for a large range in effective temperature, gravity and chemical composition; 2. Theoretical or empirical models of mode damping line-widths for a variety of stars (WP 126 200) Dependencies: WP 126 200 Output: 1. Grid of patched models; 2. A numerical tool to predict mode amplitudes; 3. Models of near-surface effects and associated numerical tool Deliverables: 1. Grid of patched models; 2. A numerical tool to predict mode amplitudes; 3. Models of near-surface effects and associated numerical tool Milestones: 12/2018: Developments of an algorithm to interpolate the grid of 3D simulations so as to deduce superficial layers of stellar 1D models 12/2019: Validation of task 1 on CoRoT and Kepler observations. 12/2021: Determination and modelling of surface effects on mode parameters (frequency, line-width, amplitude) 12/2023: Validation of task 3 on CoRoT and Kepler observations. Risks: none PSM WPDs DEVELOPMENT Mode Line-Width Leader: Marc-Antoine Dupret Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 107/200 PSM WP 126 200 Development phase 04/2016 — 12/2023 Institution: University of Liège (Belgium) Key Personnel: M.A. Dupret; M. Grosjean (Liège); K. Belkacem (LESIA, Paris) Objectives: This WP aims to improve the theoretical determination of mode line-width. A quantitative estimation of mode line-widths of solar-like stars across the HR diagram will be provided. It is an important objective since the linewidth determines the mode detectability. Tasks: 1. Improvement of time-dependent convection models used to compute mode line-widths 2. Computation of mode-linewidth in a sparse grid of stellar models 3. Validation of the mode line-width modelling using available CoRoT and Kepler observations Input: Non-radial non-adiabatic oscillation code MAD 3D simulations of convection (WP 122 100 and WP 123 200) Dependencies: WP 126 000, WP 122 100 and WP 123 200 Output: An improved code to compute mode line-widths of solar-like stars across the HR diagram First generation grid of mode line-widths Deliverables: Validated mode line-width model. Milestones: 01/2018: A model of mode line-width; it will have to take into account the variation of stellar properties across the HR diagram. 01/2020: Validation of the mode line-width modelling using available CoRoT and Kepler observations Risks: Minimal risks PSM WPDs DEVELOPMENT Intensity-Velocity Relation Leader: Günter Houdek Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 108/200 PSM WP 126 300 04/2016 — 12/2023 Institution: Aarhus University (Denmark) Key Personnel: G. Houdek Objectives: Relation between mode Intensity and velocity: the CoRoT and Kepler mission taught us that a correct modelling of mode amplitude and line-width is not sufficient to reproduce the observations. Indeed, the ratio between mode intensity (luminosity) and velocity amplitudes is also needed. To progress on the knowledge of this ratio, dominated by non-adiabatic effects, ground-based spectroscopic as well as photometric observations are needed on the same targets. In addition, this work package aims to investigate the effect of adopting various stellar atmospheres on the super-adiabatic outer stellar layers and consequently mode amplitude ratios. Tasks: 1. 2. A model for mode Intensity-Velocity relation, using both 1D and 3D simulations. Testing and validation of this model using photometric data from CoRoT and Kepler, as well as from ground-based (Doppler) observations of one the same stars. Input: Non-adiabatic oscillation code Dependencies: WP 126 000 Output: A model for mode Intensity-Velocity relation. Deliverables: A model for mode Intensity-Velocity relation. Milestones: 01/2018: A model for mode Intensity-Velocity relation, using both 1D and 3D simulations 12/2022: Validation using available photometric (CoRoT and/or Kepler) and ground-based (Doppler) observations on the same stars and improvement if necessary Risks: Some delays can arise depending on the available ground-based observations. PSM WPDs DEVELOPMENT Seismology of Magnetic Activity Leader: Laurent Gizon Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 109/200 PSM WP 126 400 Development phase 04/2016 — 12/2023 Institution: Max-Planck-Institut für Sonnensystemforschung (Germany) Key Personnel: L. Gizon; A. Bhagatwala (Stanford); S. Hanasoge (Princeton); H. Schunker (MPSSR) Objectives: Model and characterize the influence of magnetic fields on global mode frequencies in Sun-like stars. This requires the development of a code to compute the interaction of seismic waves with surface magnetic activity (starspots and active regions). Among various applications, we will then seek methods to infer the level of surface magnetic activity from stellar-cycle frequencies variations, and methods to clean mode frequencies from magnetic effects. Tasks: 1. Develop a code for simulating wave propagation through 3D magnetized stellar interiors, which is capable of running on massively parallel supercomputers and (most probably) based on the cubed- sphere model. This code will be used to compute the influence of surface magnetism on low-degree modes (the forward problem). A numerical code is required because the effects of the magnetic field are not small near the surface, i.e. first order perturbation theory does not work. 2. Procurement of development system to validate code. 3. Technical validation of code. 4. Validation of concept using solar oscillations (explain low-degree solar frequency shifts from maps of surface activity). 5. Characterization and parameterization of magnetic effects on oscillations. 6. Development of methods to clean frequencies from magnetic effects. 7. Development of methods to infer the magnetic field from stellar-cycle variations in mode frequencies. Input: 1. Scientific literature. 2. Definition Phase activities: GLASS code. 3. Development system to validate MHD pulsation code. Dependencies: WP 126 000, WP 123 000, WP 123 100, WP 123 400, WP 372 220 Output: Completion of tasks 2 to 7 Deliverables: Reports, MHD pulsation code, methods of analysis Milestones: 01/2018-12/2018: Validation of the MHD code to model seismic wave propagation 01/2019-12/2019: Stellar-cycle variations of mode frequencies 01/2020-12/2020: Characterization and parameterization of magnetic effects on oscillations 01/2021-12/2021: Developments of methods to clean frequencies from magnetic effects 01/2022-07/2023: Developments of methods to infer the magnetic field from frequencies variations Risks: Acceptable risk. PSM WPDs DEVELOPMENT Seismic Constraints From Aging Stars Leader: Benoît Mosser Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 110/200 PSM WP 127 000 04/2016 — 12/2023 Institution: Observatoire de Paris (France) Key Personnel: B. Mosser; M. Barbieri (Obs. Cote d’Azur); A. Miglio (Birmingham); J. Montalban (INAFPadova); M.-A. Dupret (Liège); T. Morel (Liège); A. F. Lanza (INAF-Catania); A. Weiss (MPA Garching) Objectives: Evolved stars keep memory of the physical mechanisms taking place during the main sequence and sub-giant phases. Due to their specific seismic properties, they can be used to probe more efficiently some of those mechanisms than using main sequence seismic data. This WP aims at coordinating the activities of stellar modelling, atmosphere parameter determination and seismic tools specific for the case of red giants stars in order to provide: - Procedures that deliver masses, radius, evolutionary state and chemical composition required by the WP dedicated to exoplanets around red giant stars. - Procedures that constraints stellar evolution for strengthening the properties of stars hosting planets at all evolutionary stages - Procedures that constraints stellar population for strengthening the properties of stars hosting planets at all evolutionary stages Coordination with the activities under WP 121 000 (stellar models), WP 123 (stellar activity), WP 122 (nonseismic diagnostics). These developments will be built upon the CoRoT, Kepler, and K2 legacy Tasks: 1. Coordinate the work done by WP 127 100-300, 122 2. Make sure that the quality of the outputs from WP 127 100-300 and 122 match the specified requirements 3. Establish procedures for utilizing the asteroseismic insights obtained through the analysis of PLATO data to improve the determination of stellar parameters. Input: Available observations from CoRoT and Kepler data as learning sets Dependencies: WP 127 100, WP 127 200, WP 122, WP 121, WP 123, WP 128 Output: Optimized procedures to determine accurate masses, radii, ages, chemical composition as well as uncertainties that satisfy the exoplanet specifications, with full documentation of the procedures. Deliverables: reports Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results. Risks: Minimal risks, owing to the experience gained with precursors (CoRoT, Kepler) PSM WPDs DEVELOPMENT Stellar Models of Evolved Stars Leader: Paolo Ventura Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 111/200 PSM WP 127 100 04/2016 — 12/2023 Institution: INAF-Roma (Italy) Key Personnel: P. Ventura; P. Eggenberger (Geneva); P. Marigo (INAF-Padova); L. Girardi (INAF-Padova); A. Bressan (INAF-Padova); E. Brocato (INAF-Teramo); G. Raimondo (INAF–Teramo), Y. Lebreton (GEPI, Paris); J. Montalban (INAF-Padova); A. Noels (Liège); A. Palacios (Montpellier); S. Cassisi (INAF-Teramo) Objectives: Provide grids of high quality 1D stellar models for low and intermediate mass in the phases of red giant branch (RGB) and core He-burning (He-B). These grids are an extension of those delivered by WP 121 100 for a reduced set of stellar parameters and lower precision than that required for main sequence models. The domain of mass and age will be determined by the constraints provided by the age of the universe and the maximum luminosity for exoplanet transit detection in the framework of PLATO. Tasks: 1. Keeping updating the physical description red giant stellar models in dedicated evolutionary codes 2. Inclusion of missing but necessary physical ingredients in evolutionary codes and computations of improved stellar models 3. Testing the theoretical evolutionary framework on suitable empirical data: star clusters and eclipsing binaries; 4. Comparing models computed by the different groups participating to the project Input: 1. Relevant data concerning some physical inputs: Equation of State, conductive opacity, nuclear reaction rates; boundary conditions from atmosphere models 2. Evolutionary code and numerical tools for extracting the structural and evolutionary properties of the various stellar models. 3. Dependencies: WP 127 000 and WP 121 000 Output: Package of available grids of updated stellar models for low mass red giant stars covering a large range of chemical composition and with the required precision for oscillation computations. A documented user guide providing a detailed description of the content of grids and of the physical description assumed in the model computation. Deliverables: Grids of stellar models for red giant evolutionary phase. Evolutionary tracks and internal structure files in a standard format (FGONG) for oscillation computations. Milestones: 06/2017: First generation grid 12/2018: Provide preliminary grid of stellar models including effects of non-standard physics. 2019-23: Provide continuously improved stellar models and extend the parameter domains Risks: Minimal risks PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 112/200 Seismic Diagnostics for Evolved Stars Leader: Andrea Miglio Rev.: 5 Development phase PSM WP 127 200 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: A. Miglio; S. Deheuvels (OMP, IRAP); M.-A. Dupret (Liège); P. Eggenberger (Geneva); Silva Aguirre (Aarhus); J. Montalban (INAF-Padova) V. Objectives: To develop seismic diagnostics specific to evolved stars that can provide precise stellar mass, age, radius and properties of the stellar interior. This objective has three applications: providing accurate stellar parameters for planetary host stars, understanding of stellar physics, and characterising stellar populations monitored by PLATO. These developments build upon the CoRoT, Kepler, and K2 legacy. Tasks: 1. Compute adiabatic oscillation frequencies for models in the grid provided by WP 127 100 2. Extend the validation and test of scaling relations (WP 125 100) to the case of evolved stars, using models provided by WP 127 100 3. Develop seismic diagnostic tools specific to evolved stars, that give reliable estimates of stellar properties (mass, radius, age) 4. Develop seismic tests of the internal structure of evolved stars, with the aim of adding accuracy to stellar models, hence to the age determination of planetary host giants and main-sequence stars (WP 127 300). 5. Comparison with hare and hound exercises of the results and the resulting precisions on the derived quantities 6. Development of optimised procedures to implement computations of stellar parameters and their uncertainties Input: Grids of stellar models (from WP 127 100), available CoRoT, K2, and Kepler data. Dependencies: Input from WP 127 100 Output: Optimised and validated procedures to determine accurate masses, radii, ages as well as uncertainties that satisfy the exoplanet specifications. Deliverables: Optimised and validated procedures to determine accurate masses, radii, ages, chemical composition as well as uncertainties that satisfy the exoplanet specifications Milestones: 07/2017: Initial planning meeting 07/2023: Delivery of procedures, documentation and test results Risks: Minimal risks PSM WPDs DEVELOPMENT Constraints on Main-Sequence Stars Leader: Josefina Montalban Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 113/200 PSM WP 127 300 04/2016 — 12/2023 Institution: University of Padova (Italy) Key Personnel J. Montalban; A. Miglio (Birmingham); S. Deheuvels (OMP, IRAP); M.-A. Dupret (Liège); Eggenberger (Geneva); V. Silva Aguirre (Aarhus); L. Girardi (INAF-Padova); A. Bressan (INAF-Padova); Lebreton (GEPI, Paris); S. Cassisi (INAF-Teramo); A. Palacios (Montpellier) P. Y. Objectives: Deriving constraints on main-sequence stars from the comprehensive study of the observations of stellar populations including all evolutionary stages Tasks: 1. Use stellar evolution models from WP 127 100 2. Use adiabatic oscillation frequencies for models in the grid provided by WP 127 200 3. Develop seismic diagnostic tools all along stellar evolution 4. Use seismic diagnostics to constrain populations of stars from ensemble seismic properties 5. Comparison with hare and hound exercises of the results and the resulting precisions on the derived quantities 6. Development of optimised procedures to implement computations of stellar parameters and their uncertainties Input: Grids of stellar models from WP 127 100, seismic analysis from WP 127 200 Dependencies: Input from WP 127 100 and 127 200; cross-check with WP 121 Output: Optimised and validated procedures to constraints stellar models from the observation of ensemble properties Deliverables: Optimised and validated procedures to determine accurate masses, radii, ages, chemical composition of red giant stars as well as uncertainties. Constraints on main-sequence stars. Milestones: 07/2017: Initial planning meeting 07/2023: Delivery of procedures, documentation and test results Risks: Minimal risks PSM WPDs DEVELOPMENT Power Spectrum Fitting Tools Leader: Bill Chaplin Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 114/200 PSM WP 128 000 Development phase 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: B. Chaplin Objectives: Coordination of the work packages WP 128 100 through WP 128 250, which deal with the application of data analysis techniques -- in particular "peak bagging" -- to the frequency-power spectra of the lightcurves, in order to extract estimates of the seismic and background parameters. Tasks: Coordination of the sub-packages under WP 128 000 Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from Kepler, CoRoT and TESS Dependencies: WP 128 000 is part of the Stellar Science work package Output: Procedures for analysis of the frequency power spectra of target stars Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Average Seismic Parameters Leader: Rafael A. García Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 115/200 PSM WP 128 100 Development phase 04/2016 — 12/2023 Institution: IRFU/SAp, UMR AIM, CEA-Saclay (France) Key Personnel: R. García; B. Chaplin (Birmingham); S. Hekker (MPSSR); D. Huber (Sydney); T. Kallinger (Vienna); S. Mathur (SSI); B. Mosser (OBSPM); D. Stello (Sydney) Objectives: To specify requirements and procedures for the estimation of average seismic parameters for solarlike oscillators Tasks: 1. Review of procedures developed for CoRoT, Kepler and TESS 2. Scope out requirements for test sets comprised of artificial PLATO data and existing Kepler Data; perform tests 3. Describe fully automated procedures Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from CoRoT, Kepler and TESS Dependencies: WP 128 100 is part of the Stellar Science work package Output: Procedures for extracting average seismic parameters of targets Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Mode Fitting Tools Leader: Bill Chaplin Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 116/200 PSM WP 128 200 Development phase 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: B. Chaplin Objectives: Coordination of the work packages WP 128 210 through WP 128 250 which are devoted to peakbagging, extraction of estimates of the seismic and background parameters from frequency-power spectra of the lightcurves. Tasks: Coordination of the sub-packages under WP 128 200 Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from Kepler, CoRoT and TESS Dependencies: WP 128 200 is part of the Stellar Science work package Output: Procedures for fitting frequency-power spectra of targets Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Solar-Like Stars Leader: Bill Chaplin Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 117/200 PSM WP 128 210 Development phase 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: B. Chaplin; T. Appourchaux (IAS); J. Ballot (IRAP); T. Campante (Birmingham); G. Davies (Birmingham); R. García (CEA); M. Lund (AAU); T. White (MPSSR) Objectives: Specify optimal requirements, techniques and procedures for peak-bagging solar-type stars. Tasks: 1. 2. 3. 4. Review of procedures and codes developed for CoRoT, Kepler and TESS Scope out requirements for test sets comprised of artificial PLATO data and existing CoRoT and Kepler Data; perform tests Development of fully automated procedures for peak-bagging Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from CoRoT, Kepler and TESS Dependencies: WP 128 210 is part of the Stellar Science work package Output: Procedures for fitting frequency-power spectra of targets Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Solar-Like Stars with Planets Leader: Tiago Campante Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 118/200 PSM WP 128 220 Development phase 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: T. Campante; B. Chaplin (Birmingham); T. Appourchaux (IAS); J. Ballot (IRAP); E. Corsaro (CEA); G. Davies (Birmingham); R. Handberg (AAU); M. Lund (AAU); T. White (MPSSR) Objectives: Specify any changes to peak-bagging procedures for solar-type stars required for targets with detected candidate transiting planets Tasks: 1. 2. 3. Review of procedures and codes developed for Kepler and TESS Scope out requirements for test sets comprised of artificial PLATO data and existing Kepler Data; perform tests Development of fully automated procedures for peak-bagging Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from Kepler and TESS Dependencies: WP 128 220 is part of the Stellar Science work package Output: Procedures for fitting frequency-power spectra of targets Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Multiple Stars Leader: Guy Davies Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 119/200 PSM WP 128 230 Development phase 04/2016 — 12/2023 Institution: University of Birmingham (UK) Key Personnel: G. Davies; B. Chaplin (Birmingham); T. Appourchaux (IAS); J. Ballot (IRAP); T. Campante (Birmingham); M. Lund (AAU); T. White (MPSSR) Objectives: Specify any changes to peak-bagging procedures for solar-type stars when there is clear evidence of multiplicity Tasks: 1. Review of procedures and codes developed for Kepler and TESS 2. Scope out requirements for test sets comprised of artificial PLATO data and existing Kepler Data; perform tests 3. Development of fully automated procedures for peak-bagging Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from Kepler and TESS Dependencies: WP 128 230 is part of the Stellar Science work package Output: Procedures for fitting frequency-power spectra of targets Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Ensemble Fit Leader: Jerôme Ballot Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 120/200 PSM WP 128 240 Development phase 04/2016 — 12/2023 Institution: IRAP (France) Key Personnel: J. Ballot; T. Appourchaux (IAS); T. Campante (Birmingham); B. Chaplin (Birmingham); G. Davies (Birmingham); R. García (CEA); M. Lund (AAU); T. White (MPSSR) Objectives: Specify additional techniques and procedures for fitting stars in clusters, i.e., to leverage the additional prior constraints available on such stars Tasks: 1. Review of any relevant procedures developed for Kepler and TESS 2. Scope out requirements for test sets comprised of artificial PLATO data and existing Kepler Data; perform tests 3. Development of fully automated procedures for peak-bagging Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from Kepler and TESS Dependencies: WP 128 240 is part of the Stellar Science work package Output: Procedures for fitting frequency-power spectra of targets Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Fitting Tools for Evolved Stars Leader: Saskia Hekker Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 121/200 PSM WP 128 250 Development phase 04/2016 — 12/2023 Institution: MPSSR (Germany) Key Personnel: S. Hekker; B. Chaplin (Birmingham); E. Corsaro (CEA); G. Davies (Birmingham), Y. Elsworth (Birmingham); T. Kallinger (Vienna); B. Mosser (OBSPM); D. Stello (Sydney); T. White (MPSSR) Objectives: Specify special techniques and procedures needed to extract seismic parameters on the oscillations of evolved solar-like oscillators (red giants) Tasks: 1. Review of procedures developed for CoRoT and Kepler 2. Scope out requirements for test sets comprised of artificial PLATO data and existing Kepler Data; perform tests 3. Define and test fully automated procedures for peak-bagging Input: 1. PLATO Red Book and up-to-date data on expected photometric performance 2. Results on artificial PLATO data 3. Procedures/knowledge/experience from CoRoT and Kepler Dependencies: WP 128 250 is part of the Stellar Science work package Output: Procedures for fitting frequency-power spectra of targets Deliverables: Documentation on the procedures for implementation in the PDC Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2019: Intermediate delivery of procedures, documentation and test results 05/2022: Final delivery of the first generation of procedures, documentation and test results Risks: None PSM WPDs DEVELOPMENT Interfaces Leader: Frédéric Baudin Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 122/200 PSM WP 129 000 Development phase 04/2016 — 12/2023 Institution: Institut d’Astrophysique Spatiale (France) Key Personnel: F. Baudin; C. Barban (Lesia) Objectives: Interface between Stellar Science and other WPs (specifically PDC and Exoplanet WPs), and outreach activities related to the activities of the WP 120. Tasks: 1. Ensure no overlap exists between the different WP 120 and others 2. Make sure that information from (to) the Stellar Science are transmitted to (from) the PDC 3. Make sure that the methods developed in the Science Stellar are properly translated in PLATO language and adapted to PLATO data 4. Interface for outreach activities of WP 120 Input: Models, prototyped algorithms and tools from WP 120 XXX (to be transmitted to PDC), potential outreach material Dependencies: Output: Validated specifications to be transmitted to PDC, outreach material from WP 120 ready for diffusion Deliverables: Reports and proposed validations of algorithms and tools Milestones: 05/2016: Delivery of the first set of specifications to the PDC 05/2017: Delivery of first generation of validated models and procedures related to the characterization of host stars 05/2022: Delivery of second generation of validated models and procedures related to the characterization of host stars Risks: None PSM WPDs DEVELOPMENT Target / Field Characterization and Selection Leader: Giampaolo Piotto Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 123/200 PSM WP 130 000 04/2016 — 12/2023 Institution: Università di Padova (Italy) Key Personnel: G. Piotto Objectives: Coordinate all the WPs to deliver in due time the PLATO input catalogue with all relevant parameters for each target. Tasks: 1. Support to the PSAT and PSM on the understanding of PLATO field and PLATO samples properties 2. Select PLATO fields 3. Define the list of parameters to be collected 4. Provide the list of catalogues relevant for PIC 5. Prepare the criteria for identification, selection and prioritization of the first observed field targets and corresponding parameters 6. Provide the criteria for contaminant list and properties selection 7. Provide target false alarm probability Input: All catalogues/parameters gathered by WP 131 000 and WP 132 000 Dependencies: Output of WP 131 000, WP 132 000 Output: 1. LD and S&S proposal of the PLATO observing fields; 2. Criteria for the identification, selection and prioritization of the first observed field targets and corresponding parameters Deliverables: LD and S&S PLATO observing field coordinates. Criteria for PIC preparation for the first observing field Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-24m Validation of the PIC for the first observing field L-18m Results of guest observer call added to the PIC Risks: Depends on Gaia output; in case of delay or failure from Gaia, the catalogue will rely on available photometric/astrometric catalogues. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 124/200 Project Office Assistant Leader: Valentina Granata Rev.: 5 Development phase PSM WP 130 100 04/2016 — 12/2023 Institution: Università di Padova (Italy) Key Personnel: V. Granata Objectives: Support to the management of WP 130. Tasks: 1. 2. 3. 4. 5. 6. 7. 8. Support to organization of WP 130 team activities Support to the organization of WP 130 team meetings and teleconferences. Support to monitoring action items progress Support to document preparation WP 130 documentation management and archival PLATO document tracking Participation to PICs meetings and minute preparation Participation to PSM teleconferences and minute preparation Input: • • • • PLATO Management Plan and PSM PLATO Science Requirement Document PDCR ESA review reports Products and documentation of WP 131 000 and WP 132 000 and WP 133 000 Dependencies: Output of WP 131 000, WP 132 000 and WP 133 000 Output: Output of WP 131 000, WP 132 000 and WP 133 000 Deliverables: WP 130 000 documentation Milestones: 01/2018: Preparation of Reports defining preliminary parameters and specifications for first PLATO field L-36m: Preparation of Reports defining criteria for selection and prioritization of the selected first observed field L-30m: Preparation of Reports defining criteria for contaminants selection and false alarm probability L-24m Preparation of Reports about validation of the PIC for the first observing field L-18m Preparation of Reports about results of guest observer call added to the PIC Risks: None PSM WPDs DEVELOPMENT Catalogues Analysis Leader: Valerio Nascimbeni Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 125/200 PSM WP 131 000 04/2016 — 12/2023 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni Objectives: Coordinate the WP 131 100, 131 200, 131 300, 131 400, 131 500, 131 600 to collect relevant information and define criteria allowing the characterization of stars that could be observed with PLATO. The resulting stellar parameters will be the basis of the PLATO Input Catalogue (PIC) and lead to the selection of targets. Tasks: 1. Define the list of parameters to be collected 2. Make sure the relevant information is searched for in all possible catalogues, and integrate the information in a consistent way 3. Follow the progress of the Gaia mission that should be the main contributor to the PIC Input: All catalogues and characterization criteria gathered by WP 131 100, 131 200, 131 300, 131 400, 131 500, 131 600 Dependencies: Output of WP 131 100, 131 200, 131 300, 131 400, 131 500, 131 600 and all sub-packages therein Output: Final set of source catalogues, algorithms and criteria, adopted to extract astrophysical parameters of all the stars of potential interest for the PIC. Deliverables: Documents reviewing the input catalogues, and describing the classification algorithms and criteria above. Milestones: L-24m: Final criteria for the characterization of the first PLATO field and preliminary criteria for the other fields L-12m: Final criteria for the characterization of the whole PIC Risks: Depends on Gaia output (WP 131 100); in case of delay or failure from Gaia the catalogue will rely on catalogues collected by WP 131 200 and 131 300, 131 400, 131 500, and 131 600. PSM WPDs DEVELOPMENT Gaia Catalogue Analysis Leader: Alessandro Sozzetti Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 126/200 PSM WP 131 100 04/2016 — 12/2023 Institution: INAF-Osservatorio Astrofisico Torino (Italy) Key Personnel: A. Sozzetti; R. Smart (INAF-Torino) Objectives: The objective of this WP is to coordinate the analysis of all available information (astrometric, photometric, and spectroscopic) initially from detailed simulations of Gaia observations and then from the Gaia early data releases and final catalogue, to provide a highly complete reservoir of well-classified and well-parameterized nearby dwarf stars from which to choose in order to populate the PLATO Input Catalogue. Tasks: Coordinate WP 131 110, WP 131 120, WP 131 130, and WP 131 140 activities Input: Output of WP 131 110, WP 131 120, WP 131 130, and WP 131 140 Dependencies: WP 131 110, WP 131 120, WP 131 130, and WP 131 140 Output: Communications to WP 133 200 for the definition of a finalized set of data products requirements ahead of the publication of the Gaia early release catalogue. Communications with WP 131 300 for the purpose of continuously refining and finalizing the list of target fields and the list of targets within each field based on the improved assessment of the requirements on Gaia data products. Deliverables: Documents with detailed completeness assessments of nearby dwarf targets based on the combined analysis of the Gaia early release catalogue. Detailed parameterization of potential targets criteria for PIC Milestones: 06/2016: Final assessment of the combined analysis of WP 131 110, WP 131 120, WP 131 130, & WP 131 140 based on simulated Gaia data 12/2018: Final assessment of the combined analysis of WP 131 110, WP 131 120, WP 131 130, & WP 131 140 based on the Gaia early data release catalogues 12/2021: Final assessment of the combined analysis of WP 131 110, WP 131 120, WP 131 130, & WP 131 140 based on the Gaia final catalogue release 06/2022: Communications to WP 133 200 (finalized data products requirements based on the GAIA early release catalogue) and WP 131 300 and WP 132 000 (finalized parameterization of potential PLATO targets criteria based on the Gaia early data releases and final catalogue) Launch: Communications to WP 133 200 (further refinements to data products requirements based on Gaia final catalogue release, if applicable) and WP 131 300 and 132 000 (further refinements to parameterization of potential PLATO targets criteria based on Gaia final catalogue release, if applicable) Risks: Biased completeness estimates due to significant discrepancies between the simulated performances of Gaia astrometry, photometry and spectroscopy and the actual data quality assessed during mission operations PSM WPDs DEVELOPMENT Astrometric Analysis Leader: Mario G. Lattanzi Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 127/200 PSM WP 131 110 Development phase 04/2016 — 12/2023 Institution: INAF– Osservatorio Astronomico di Torino (Italy) Key Personnel: M.G. Lattanzi; R. Smart (INAF-Torino); A. Sozzetti (INAF-Torino); 1 postdoc Objectives: Use of the Gaia Data Processing and Analysis Consortium released data for a robust assessment of the quality of Gaia astrometry for the purpose of the definition of a PLATO Input Catalogue with a high degree of completeness (i.e., minimizing the contamination from distant giants), and for the optimization of the PLATO fields of view. Tasks: 1. General assessment of released Gaia astrometric data of the PLATO fields 2. Independent assessment of the (e.g. parallax) error distributions as a function of longitude using the GSR component of AVU operated at the Torino Gaia Data Processing Centre 3. In-depth investigations of the quality of the astrometry for potential PLATO targets with parallax estimates derived not as part of the main AGIS reduction pipeline 4. Continued refinement of the reservoir of astrometrically selected objects for inclusion in the PIC using data from subsequent data releases and the final Gaia catalogue Input: Released Gaia astrometric data Dependencies: Depends on Gaia Output: Estimates of the quality of parallax determination for nearby, bright dwarfs from analysis of Gaia astrometry at the level of early data release and final catalogue, as a function of location in the sky and other relevant parameters. Comparison metrics with dedicated simulations for PLATO fields and for the Kepler, K2, and TESS fields Deliverables: Document with the assessment of the reliability/completeness of a high-accuracy astrometric catalogue of bright nearby dwarfs based on early release and final catalogue Gaia data Milestones: 06/2017: Estimates of Gaia astrometric performance using the first release catalogue 12/2018: Refined assessment of Gaia astrometric performance using the subsequent data releases Launch: Astrometric selection procedures of objects for inclusion in the PIC using data from the Gaia original release catalogue. Risks: Significant degradations in the post-commissioning Gaia astrometric performance estimates - LOW PSM WPDs DEVELOPMENT Photometric Analysis Leader: Simon Hodgkin Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 128/200 PSM WP 131 120 Development phase 04/2016 — 12/2023 Institution: Institute of Astronomy, Cambridge (UK) Key Personnel: S. Hodgkin Objectives: Understanding, and in particular facilitating the use of Gaia photometry for the optimal selection of targets in the PLATO fields (and how it can even help fine tuning the PLATO fields selection themselves). To this purpose, this WP will examine the outputs of the Data Processing and Analysis Consortium and planned data release schedule for Gaia. Right now this can be based on the GOG (Gaia Object Generator) software interface. The Gaia data release schedule (beginning in the summer of 2016) ensures that, well in the advance of PLATO’s launch, we will have the most precise all-sky catalogue available to provide a strong foundation for the PIC and everything that depends on it. Tasks: 1. To ensure the correct elements and appropriate views of the Gaia simulated and released photometric catalogue data (G-band and BP/RP) are accessible to the PIC. This needs full awareness of the requirements on the PIC by other operational aspects (field selection, target selection, contamination analysis, planet candidate environment analysis, candidate ranking and so on.) 2. To ensure that GOG simulated fake variability (spots, transiting and eclipsing systems) can be included in the PIC for objects of well-constrained effective temperature and radii. 3. To extend this variability analysis to real Gaia Photometry, with real understanding of the Gaia stars as the data are released (including luminosity class, parallax, binarity). 4. Investigation of the usefulness and limitations of the Gaia data for lightcurve de-blending and Source Environment Analysis. 5. Preliminary selection of PLATO fields from the Gaia early release catalogue. 6. Incorporate the results of subsequent Gaia releases Input: Simulated and early release Gaia photometric data Dependencies: Depends on Gaia Output: Description of the available photometric data to the PIC as a function of time from Gaia. Definition of the expected photometric accuracy of, and of the ability to distinguish intrinsically variable stars in, the Gaia Early Data Release and subsequent releases. Cycle progress reports and assurance reports to the PSM Deliverables: Documentation of the Gaia schema for the PIC Gaia photometry tables. Document an assessment of the expected Gaia photometric performance based on the Gaia early release catalogue. Document completeness, contamination and reliability of the photometric-based measurements from Gaia. Milestones: 06/2016: Estimates of Gaia photometric performance based on simulations. 01/2017: Refined assessment of Gaia photometric performance using the early data release catalogue Launch: Continued refinement of the reservoir of photometrically selected objects for inclusion in the PIC using data from subsequent data releases. Risks: Evolution in the Gaia photometric performance PSM WPDs DEVELOPMENT Spectroscopic Analysis Leader: Alejandra Recio-Blanco Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 129/200 PSM WP 131 130 04/2016 — 12/2023 Institution: Observatoire de la Côte d'Azur (France) Key Personnel: A. Recio-Blanco; P. de Laverny (Côte d’Azur); C. Soubiran (Bordeaux) Objectives: Understanding in detail how Gaia spectroscopy can be used towards the optimal selection of targets in the PLATO fields (and how it can even help fine tuning the PLATO fields selection themselves). To this purpose, this WP will examine the outputs of the Gaia/RVS Generalized Stellar Parameterizer-spectroscopy (GSP-spec) algorithm of the Gaia Data Processing and Analysis Consortium. Tasks: 1. Selection of automated parameterization methods (MATISSE, DEGAS, GAUGUIN) to evaluate the Gaia RVS constraints for the different types of stars, with particular interest in F-G-K stars in the V<11 magnitude domain 2. Evaluation and treatment of effective temperature vs. gravity degeneracies for the Gaia RVS data 3. Tests of the algorithms with on large datasets of real spectra, including the Gaia RVS wavelength domain and resolutions (AMBRE project) Input: Simulated Gaia spectra and real spectra including the RVS wavelength domain Dependencies: Depends on Gaia WP 823-0000 Output: Constraints of Gaia spectroscopic data on stellar atmospheric parameters and chemical abundances Deliverables: Document with the assessment of the Gaia/RVS errors in stellar parameters for FGK stars Milestones: 04/2016: Robust constraints from Gaia/RVS simulated data 09/2016: Tests with real GBOG data of the EPSL fields and comparison with the corresponding results from Gaia RVS data. Comparison with results of the Gaia-ESO Survey data for the same targets. 04/2017: First real constraints from the Gaia/RVS intermediate results 09/2017: First internal evaluation of the Gaia/RVS parameters for stars included in the Gaia Data Release 1, in particular the Hipparcos stars and the stars included in the Tycho catalogue. 09/2018: Robust constraints on Gaia/RVS characterisation using Gaia DR2 data. 01/2019: Report on the validation activities of Gaia/RVS parameterization Launch: Final spectroscopic characterization of PLATO targets from the Gaia/RVS data and list of possible PLATO targets for the PLATO fields Risks: Variations in the Gaia/RVS instrumental performances PSM WPDs DEVELOPMENT Gaia Parameters Extraction Leader: Alessandro Sozzetti Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 130/200 PSM WP 131 140 04/2016 — 12/2023 Institution: INAF-Osservatorio Astronomico di Torino (Italy) Key Personnel: A. Sozzetti; M.G. Lattanzi (INAF-Torino); R. Smart (INAF-Torino); 1 postdoc Objectives: Definition and prioritization of the astrometric, spectroscopic, and photometric parameters from the Gaia early data releases and final catalogue utilized for the purpose of the definition of the PLATO Input Catalogue and for the optimization of the PLATO fields of view. Tasks: 1. Creation, software implementation and testing of an algorithm for cross-examination of the Gaia astrometric, spectroscopic, and photometric information for the definition and prioritization of the set of parameters utilized for the selection of PIC targets and PLATO fields of views, based on extensive GOG and AGISLab simulations of the PLATO fields, and the completeness assessment from WP 131 110, WP 131 120, and WP 131 130 2. Adaptation of the algorithm for ingestion of, and extraction of the relevant parameters from, actual Gaia early release and final catalogue data Input: 1. Simulated, early release and final Gaia data 2. Input from WP 131 110, WP 131 120, and WP 131 130 Dependencies: Depends on Gaia Output: Finalized and prioritized list of stellar parameters from Gaia astrometry, photometry, and spectroscopy to be used for the selection of PIC targets and PLATO fields of view Deliverables: Documentation and software algorithms detailing the Gaia catalogue parameters definition and prioritization criteria (e.g. cross-examination of Gaia error models) adopted for their finalization Milestones: 11/2016: Algorithms definition 04/2017: Software implementation and testing of the algorithms 09/2017: Definition and prioritization of the required Gaia parameters based on the algorithms developed for GOG/AGISLab simulations, and WP 131 110, WP 131 120, and WP 131 130 input 01/2018: Finalized definition and prioritization of the required Gaia parameters using the early data release catalogue Launch: Continued refinement of the prioritized list of Gaia parameters for dwarf stars to be potentially included in the PIC using data from subsequent releases and the final catalogue Risks: Unavailability of the necessary catalogue parameters from Gaia astrometry, photometry and spectroscopy at the level of early data releases and final catalogue - LOW PSM WPDs DEVELOPMENT PLATO-Gaia Simulations Leader: Holger Voss Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 131/200 PSM WP 131 150 04/2016 — 12/2023 Institution: University of Barcelona (Spain) Key Personnel: H. Voss; X. Luri (UB), J.M. Carrasco (UB), F. Julbe (UB) Objectives: Implement additional elements into the Gaia Object Generator (GOG): a) to refine the error models of astrometry, photometry and spectroscopy according to the real Gaia mission and the intermediate and final catalogues (if available), b) to simulate PLATO targets from Gaia catalogues, and c) to become a tool for the selection of PLATO target fields. Tasks: 1. Derive transformations from Gaia photometry to PLATO photometry for the sources in the Gaia catalogue to be updated during the development phase when the instrument is changing. 2. Implement error models in GOG according to the latest Gaia catalogue 3. Provide tools to evaluate the contribution of faint Gaia sources to the background level of the pixel 4. Develop GOG to become a tool for WP 131 110, WP 131 120, WP 131 130 and WP 131 140 5. Provide simulations for WP 131 110, WP 131 120, WP 131 130, WP 131 140. 6. Compile additional data (ground or space based) that may be needed to provide simulations for PLATO. Input: Gaia catalogue releases: astrometric, photometric and spectroscopic data Gaia DPAC GOG tool for simulation PLATO instrument definition (passband, sensitivity, QE and pixel sizes in particular) kept updated 5. Dependencies: Gaia Object Generator (owned by Gaia Data Processing and Analysis Consortium), WP 131110, WP 131120, WP 131130 and WP 131140 Output: 1. PLATO predicted brightness for Gaia sources 2. GOG adapted to PLATO Input Catalogue construction 3. Simulations required to other WP for PIC definition for Gaia sources (astrometry, photometry, spectroscopy, stellar parameters) Deliverables: Documentation on the tasks and outputs Milestones: 09/2016: First error model from the Gaia first release (astrometry, G-band photometry) 03/2017: Updated error model from the Gaia second data release (astrometry, photometry) 06/2017: GOG version adapted to PLATO 07/2017: Start providing simulations of the defined fields for PLATO 03/2018: Updated error model from the Gaia third release (astrometry, photometry, spectroscopy, stellar parameters) 2018-2023: Iterate with other WP (WP 131110, WP 131120, WP 131130 and WP 131140 in particular) requests of simulations to define PIC. 2023: Updated error model from the Gaia final release (astrometry, photometry, spectroscopy, stellar parameters) Risks: Delays in the Gaia data releases (low). PSM WPDs DEVELOPMENT Other Large Catalogues Analysis Leader: Riccardo Claudi Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 132/200 PSM WP 131 200 04/2016 — 12/2023 Institution: INAF-Osservatorio Astronomico di Padova (Italy) Key Personnel: R. Claudi; S. Benatti (INAF-Padova) Objectives: The objective of this WP is to coordinate the analysis of available photometric, astrometric and stellar activity catalogues to define and to implement the tools and parameter for an optimal extraction of the 5 PLATO samples of targets and the M-dwarf targets. Tasks: Coordination and management of the package Input: Available (and planned) catalogues for photometry, astrometry and activity for stars up to M spectral type Dependencies: Depends on other catalogues Output: Extraction of subgiants and dwarfs later than F5 up to M which will provide the basic input for “Target and Field Selection” WP 132 000 Deliverables: Catalogues of possible PLATO targets Milestones: 09/2016: Optimal tools for the extraction of the PLATO targets and list of possible targets for PLATO long term field L-36m: Further photometric/astrometric characterization of PLATO targets, and list possible PLATO targets for the remaining PLATO fields Risks: Available photometric/astrometric catalogues may not be sufficient to identify (with high completeness) all PLATO targets, in particular for stars with V>11.0. Additional observations may be needed, and their costs must be estimated PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 133/200 Photometric and Astrometric Catalogues Leader: Valerio Nascimbeni Rev.: 5 Development phase PSM WP 131 210 04/2016 — 12/2023 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni; G. Piotto (Padova); S. Ortolani (Padova); 1 postdoc Objectives: Development of the optimal algorithms and criteria for the extraction of stellar parameters of all the stars which can be considered for inclusion in the PIC, from the analysis of existing wide-field photometric and astrometric catalogues. Tasks: 1. Test the classification techniques reviewed during the Definition Phase to determine the optimal criteria for characterizing the potential PLATO targets 2. Include in the analysis the photometric/astrometric data coming from new surveys which will have become available, and re-assess the reliability (completeness and contamination levels) of the output data 3. Implement software tools to provide a single, homogeneous final database of stellar parameters 4. Cross-check the results with independent stellar parameter derived from Gaia (WP 131 100) or groundbased spectroscopic surveys (WP 131 250, 131 320) or additional observations (WP 131 330) Input: Existing and forthcoming wide-field photometric/astrometric catalogues Dependencies: For testing purposes: preliminary PLATO LD fields from WP 132 100 Output: Criteria for the extraction of stellar parameters and the associated reliability diagnostics for every star of potential interest for the PIC Deliverables: Document with the assessment of the reliability of the extracted stellar parameters, along with a detailed description of the technique(s) and tools to be used to derive stellar classification Milestones: L-24m: freezing of the optimal extraction tools for the LD fields L-12m: freezing of the optimal extraction tools for the S&S fields Risks: Available data could not be sufficient to cover the magnitude range of the PLATO Stellar Samples P1-P5 with the required level of reliability. In particular, some risk exists for the fainter samples, P4 and P5. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 134/200 M-Dwarfs Leader: Loredana Prisinzano Rev.: 5 PSM WP 131 220 Development phase 04/2016 — 12/2023 Institution: INAF-Osservatorio Astronomico di Palermo (Italy) Key Personnel: L. Prisinzano; L. Affer (INAF-Palermo); G. Micela (INAF-Palermo) Objectives: Optimal extraction of M-dwarf candidate targets in the PLATO Stellar Sample 4 within the PLATO fields selected by WP 132 200, from the comparison of photometric catalogues and spectral classification tools Tasks: 1. Use the spectral classification tools chosen during the Definition Phase to select the sample of M-dwarf targets from the available photometric catalogues 2. Include M-dwarf fiducial candidates selected by available spectroscopic catalogues of M-dwarfs 3. Include photometric data coming from new surveys which will have become available, to re-asses the reliability (photometric errors, astrometric confusion, contamination level) of the output data 4. Implement software tools to provide a single, homogeneous final catalogue of M-dwarfs 5. Use of the first partial release of Gaia results to check and refine the M-dwarf sample Input: Existing and forthcoming photometric/spectroscopic/astrometric catalogues and PLATO fields selected by WP 132 200 Dependencies: Selected PLATO fields from WP 132 200 Output: Catalogue of M-dwarf candidate targets to be used for the PLATO Stellar Sample 4 Deliverables: Report with description and discussion of the reliability of adopted input photometric catalogues and techniques used to classify the candidates for the PLATO Stellar Sample 4 Milestones: 09/2016: Final re-assessment based on the best available spectral classification tools of the extracted M-dwarf catalogue for the first PLATO long-duration field L-36m: Refined first catalogue field, catalogue of M-dwarfs for the second PLATO long-duration field and for the step & stare fields Risks: Available data could be contaminated by reddened early type stars and/or giants and/or pre-main sequence objects. PSM WPDs DEVELOPMENT M-Dwarfs as Planet Hosts Leader: Peter Wheatley Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 135/200 PSM WP 131 221 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: P. Wheatley; 1 postdoc Objectives: Simulate the P4 sample of M-dwarfs detectable against jitter noise in the PLATO fields and thereby determine the precise magnitude limits and numbers of faint targets to be monitored in each field (the P4 targets are relatively faint, but provide a key component of the habitable planets detectable by PLATO, especially in the step-and-stare phase). Liaise with PDC to assess impact on data reduction and analysis software set by this uniquely faint sample, and update software requirements where necessary. Assess stellar activity and variability of the P4 sample as an input to catalogue selection (WP 131 220). Determine the likely planet catch and magnitude distribution of M-dwarf planet hosts and ensure that adequate and appropriate follow-up resources are allocated to the confirmation of this small-planet sample (with priority given to the potentially habitable planets). Tasks: 1. Ongoing review of the scientific literature and of ground-based follow-up facilities (especially IR spectrographs capable of radial velocity confirmation of small planets around M-dwarf hosts). 2. Simulate M-star population in each PLATO field, accounting for range of spectra and jitter noise. 3. Simulations of likely planet catch and magnitude distribution of M-star planet hosts. 4. Liaison with PDC on data reduction and analysis issues related to the faintness of the P4 sample. 5. Feedback on the P4 selection criteria defined in WP 131 220. 6. Analysis of follow-up resources needed to confirm terrestrial planets around M-star sample. Input: Scientific literature, PLATO Red Book, PLATO end-to-end simulator, P4 selection criteria from WP 131 220. Dependencies: Updated PLATO payload description from definition phase. P4 selection criteria from WP 131 220. Output: An understanding of the P4 M-dwarf target sample, including the impact of stellar activity and variability; feedback on criteria for target selection (to WP 131 220); predictions of the likely numbers of small planets detected; and an assessment of the resources needed for confirmation of this key planet sample. Deliverables: Reports on P4 M-dwarf target sample population and likely distributions of planet sizes, host star magnitudes and variability characteristics. Milestones: 04/2017: Delivery of interim report to Science Coordinator 04/2019: First field preliminary criteria defined by PIC team 12/2023: Delivery of final report on activity Risks: Inadequate understanding of the M-dwarf target population could result in non-optimal allocation of data reduction/analysis resources and follow-up resources to the P4 sample, and the loss of small habitable planets that could otherwise be discovered with PLATO. PSM WPDs DEVELOPMENT Stellar Activity Leader: Isabella Pagano Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 136/200 PSM WP 131 230 Development phase 04/2016 — 12/2023 Institution: INAF- Osservatorio Astronomico di Catania (Italy) Key Personnel: I. Pagano; G. Leto (INAF-Catania); 1 postdoc; A.F. Lanza (INAF-Catania) Objectives: The final objective is the production of a catalogue of data useful to assess the activity level of the PLATO candidate targets. The objective of the present phase is to extract from the literature the data on stellar activity as defined during the definition phase, acquire new data on activity level for the targets not already characterized, production the catalogue to be ingested by the PDC, and to maintain update the catalogue with new data from the literature Tasks: 1. phase 2. 3. 4. Extraction of data on stellar activity from the literature according to what defined during the definition Acquisition and reduction of new data on activity level for the targets not already characterized Production of the catalogue to be ingested by the PDC Update of the catalogue with new literature data Input: 1. Data in literature 2. Data from ad hoc observations is required by the results of the definition phase Dependencies: WP 133 000 Output: A catalogue of data useful to assess the activity level of the PLATO candidate targets. Deliverables: A catalogue of data useful to assess the activity level of the PLATO candidate targets. Updated release of the catalogue after its first release. Milestones: First release: to be agreed with PDC and interface package Risks: Acceptable risk PSM WPDs DEVELOPMENT Binary Systems Leader: Silvano Desidera Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 137/200 PSM WP 131 240 04/2016 — 12/2023 Institution: INAF—Osservatorio Astronomico di Padova (Italy) Key Personnel: S. Desidera Objectives: Provide census of stellar multiplicity of selected targets Tasks: 1. 2. 3. 4. 5. Provide census of eclipsing companions of selected targets from catalogues and literature Provide census of spectroscopic companions of selected targets from catalogues and literature Provide census of astrometric companions of selected targets from catalogues and literature Provide census of visual companions of selected targets from catalogues and literature Identify targets suitable for the search for circumbinary planets Input: Selected targets in each PLATO field from WP 132 000, info of individual targets from WP 131 000 Dependencies: Input from WP 132 000 and WP 131 000, interface with WP 350 000 and WP 367 400 (circumbinary planets) Output: Data to WP 350 000, binarity information to WP 132 000 for priority definitions Deliverables: Document with specification of information to be provided Data to be provided to the Ancillary Database (WP 350 000) Milestones: 12/2017: Identification of information to be provided L-72m: identify required information for the first PLATO field L-36m: identify required information for the second PLATO field Risks: Limited risk (inclusion of targets unlikely of hosting planets due to dynamical influence of companions or more challenging for planet identifications due to blending effects). Information from catalogues and literature more important for the 1st PLATO field due to partial availability of Gaia data. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 138/200 Large Spectroscopic Catalogues Leader: Ulisse Munari Rev.: 5 Development phase PSM WP 131 250 04/2016 — 12/2023 Institution: INAF-Osservatorio Astronomico di Padova (Italy) Key Personnel: U. Munari Objectives: Provide spectroscopic validation for targets to be observed by PLATO Tasks: RAVE has observed half-million and GALAH is currently observing one-million southern stars over the magnitude range of interest for PLATO, deriving temperature, surface gravity, metallicity, alpha-enhancement, microturbulence and rotational velocity, in addition to accurate chemical abundances of many key elements. By accessing the RAVE and GALAH databases prior to continuing improving public releases and directly the unpublished spectra, the PLATO input targets can be ranked according to the probability of success in meeting mission specs. Input: RAVE and GALAH internal databases accessed thanks to “builder” status Dependencies: Selected PLATO fields and targets from WP 132 200 Output: Validation of criteria for target selection from WP 132 200 Deliverables: Validation of criteria for target selection from WP 132 200, high quality atmospheric parameters to assist in analysis of spectral data secured by the PLATO ground-based segment and age determination Milestones: Depending from delivery of WP 132 200 products Risks: Minimal PSM WPDs DEVELOPMENT Known and Candidate Exoplanets Leader: Serena Benatti Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 139/200 PSM WP 131 260 04/2016 — 12/2023 Institution: INAF—Osservatorio Astronomico di Padova (Italy) Key Personnel: S. Benatti; R. Claudi (INAF-Padova) Objectives: Identification of known and candidate planets in the PLATO fields Tasks: - Gathering information on known Planets - Gathering information on planet candidates - Include photometric and spectroscopic data coming from new high Contrast Imaging surveys - Include spectroscopic data coming from transit emission and absorption spectroscopy. - Implement software tools to provide a simple homogeneous final catalogue for both known and candidate planes. Input: - Existing and forthcoming planet catalogue and Candidate Planet catalogue Dependencies: -Selected PLATO Fields from WP 132 200 Output: Catalogue of known and candidate planets Deliverables: - Software Tools - Reports - Catalogue Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters Risks: Minimal PSM WPDs DEVELOPMENT Single Target Additional Data Leader: Isabelle Boisse Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 140/200 PSM WP 131 300 04/2016 — 12/2023 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: I. Boisse; F. Bouchy (IAP/OHP); M. Deleuil (LAM) Objectives: 1. Coordinate the development of the catalogue for individual stars of interest from the various WPs 2. Validate the catalogue Tasks: Gather the outputs from WP 131 310, WP 131 320, WP 131 330 1. Create a catalogue of stellar parameters derived from spectroscopic or imaging data analysis 2. Check compliance of the catalogue with the specifications 3. Validate the catalogue 4. Validate regular updates Input: Catalogues with parameters and data (images and/or spectra) from WP 131 310, WP 131 320, WP 131 330 Dependencies: Output of WP 131 310, WP 131 320 and WP 131 330 Output: Catalogue of spectra and images with their characteristics (observatory, instrument, spectral resolution, wavelength range, etc.) and their associated/derived stellar parameters to be provided to WP 131 000 Deliverables: Milestones: L-24m: delivery of criteria for the target selection for the first field. Refined criteria of the first PLATO field Launch: delivery of criteria for target selection for the second field. Continuing refinements of the criteria. Risks: Minimal risks PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 141/200 High Resolution and Deep Imaging Leader: Arthur Vigan Rev.: 5 PSM WP 131 310 Development phase 04/2016 — 12/2023 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: A. Vigan; S. Desidera (INAF-Padova) Objectives: Identify high spatial resolution deep imaging available for the targets and collect relative astrometry and photometry of stars close to the target (both physical companions and field stars). The data will be used to characterize the environment of targets (location of potential contaminants, binarity) and will be further exploited as part of the follow-up Tasks: 1. Identify high spatial resolution deep imaging available for the targets 2. Collect relative astrometry and photometry of stars close to the targets 3. Provide data to the Ancillary Database Input: Selected targets in each PLATO field from WP 132 000 Dependencies: Input from WP 132 000, interface with WP 350 000 and WP 140 000 Output: Data to WP 350 000 Deliverables: Document with specification of information to be provided to the Ancillary Database Data to be provided to the Ancillary Database (WP 350 000) Milestones: 04/2017: Identification of information to be provided to Ancillary Database, format, etc. L-24m: identify required information for the first PLATO field L-24m: identify required information for the second PLATO field Risks: Minimal risk (ancillary information) PSM WPDs DEVELOPMENT Spectroscopic Data Leader: Isabelle Boisse Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 142/200 PSM WP 131 320 Development phase 04/2016 — 12/2023 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: I. Boisse Objectives: 1. Develop a catalogue for individual stars observed with ground-based spectrographs 2. Validate the catalogue Tasks: 1. Gather spectra from ground-based facilities archives 2. Create a catalogue of stars stellar parameters derived from spectroscopic data including radial velocity measurements for stars with already known planets 3. Check compliance of the catalogue with the specifications 4. Validate the catalogue 5. Validate regular updates Input: Catalogues from various observatory archives and/or scientific publications Dependencies: WP 131 300 Output: Catalogue of spectra with their characteristics (observatory, spectral resolution, wavelength range, etc.) and their associated physical parameters to be provided to WP 131 000 Deliverables: Catalogue of spectra with their characteristics (observatory, spectral resolution, wavelength range, etc.) and the derived stellar parameters. Milestones: L-24m: delivery of criteria for the target selection for the first field. Refined criteria of the first PLATO field Launch: delivery of criteria for target selection for the second field. Continuing refinements of the criteria. Risks: Minimal risks PSM WPDs DEVELOPMENT Preparatory Observations Leader: Klaus G. Strassmeier Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 143/200 PSM WP 131 330 04/2016 — 12/2023 Institution: AIP (Germany) Key Personnel: K. G. Strassmeier; T. Granzer (AIP); J. Weingrill (AIP); G. Bihain (AIP); S. A. Barnes (AIP); N.N. Objectives: Carry out a stellar-variability survey of the PLATO long–pointing fields Tasks: 1. Mate Zeiss BMK telescope with 10k-CCD system 2. Adapt STELLA Control System SCS for the robotisation of the telescope 3. Performance review of all hard- and software in Potsdam 4. Adapt STELLA data-reduction pipeline for C-filter system and prepare positioning-input files 5. Adapt building and infrastructure in Tenerife 6. Deploy telescope and instrument from Potsdam/Germany to Tenerife/Spain 7. Reintegrate telescope and instrument and commission both 8. Performance review 9. Start survey of initial northern PLATO field 10. Maintain hard- and software on site and monitor data quality 11. Manage and organize IT issues of data transfer and database (mass storage, community pre-access, safety etc.) 12. Optional: move telescope to a southern site and repeat the survey for the southern long-pointing field. 13. Rebuild sites and ship telescope and instrument back to Germany (tbd). Input: Need to know the exact location of the field as soon as possible Dependencies: Survey starts first in the northern hemisphere. Output: A time-series of 200 CCD pointings of the full 2,300-sqrd PLATO FOV per every clear night with a pixel resolution of 2.5”. Usage of all possible ≈1,300 hours per observing season would result in a total of ≈32,000 CCDs frames or ≈9TB of data per observing season. Deliverables: 1. Provide seasonal-long light curves of all targets between 8th-17th magnitude within the long-pointing PLATO fields. Determine all eclipsing binaries in the field and extract a variability flag for all accessible stars on the basis of their long-term brightness rms. Aim for at least n≈100 visits (maximum 160) per CCD field (i.e. per star) in one ground-based observing season with a time resolution of one day. Expected photometric precision ranges are from ≈1mmag for V<10thmag, 2-3mmag for 10-11mag, ≈5mmag for 11-12.5mag, up to ≈10mmag for 12.5-13.5mag. Faint limit is ≈16.5mag at ≈50mmag. It will also enable the determination of precise photometric periods, in particular stellar rotation periods, and the expected degree of spot activity. 2. Determine the target contamination down to 2.5ʺ″ for every PLATO pixel on the sky (pixel size of 15ʺ″). Aim for a magnitude difference of 5 mag in V, i.e. contaminating targets down to V≈18mag from stacked images. In principle, the CCD frames also allow an astrometric calibration. 3. Cross correlate targets with 2MASS JH magnitudes if available and construct J,H vs. “C”-filter band diagrams (basically R+I band). According to, e.g. Bilir et al. (2006a, AN 327, 72; 2006b, AN 327, 693; 2008, PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 144/200 MNRAS 384, 1178) it will allow a statistical separation of dwarfs from giants and a crude separation of early-type from late-type stars. Milestones: 2016-17: Preparation of site infrastructure and deployment of telescope to Tenerife 2019: Start of survey of northern long-pointing PLATO field 2021: Start of survey of southern long-pointing PLATO field Risks: Northern observing site has been chosen and legal processes started (no risks). Technical risks during transport and assembly. Southern site has not been chosen yet, therefore optional at the moment. PSM WPDs DEVELOPMENT K2 Data Leader: Magali Deleuil Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 145/200 PSM WP 131 400 Development phase 04/2016 — 12/2023 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: M. Deleuil; I. Boisse (LAM); F. Bouchy (IAP/OHP); A. Vigan (LAM); D. Pollacco (Warwick) Objectives: 1. Develop a catalogue for individual stars and planets observed with K2 mission 2. Validate the catalogue Tasks: 1. Gather K2 mission results from NASA archives and publications 2. Create a catalogue gathering information on possible planetary companion, identified eclipsing binaries and variable stars 3. Check compliance of the catalogue with the specifications 4. Validate the catalogue 5. Validate regular updates Input: Catalogues from NASA archives and/or scientific publications Dependencies: WP 131 000 Output: Catalogue of stars observed by K2 with their characteristics (time and duration of the K2 observations, related publications, etc.) and the relevant parameters: presence of a companion, nature of the companion, variability of the source, rotation period, etc. to be provided to WP 131 000 Deliverables: Catalogue of stars observed by K2 with their characteristics (time and duration of the K2 observations, related publication, etc.) and the relevant parameters: presence of a companion, nature of the companion, variability of the source, rotation period, etc. Milestones: L-24m: delivery of criteria for the target selection for the first field. Refined criteria of the first PLATO field Launch: delivery of criteria for target selection for the second field. Continuing refinements of the criteria. Risks: No risks identified PSM WPDs DEVELOPMENT TESS Data Leader: Magali Deleuil Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 146/200 PSM WP 131 500 Development phase 04/2016 — 12/2023 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: M. Deleuil; I. Boisse (LAM); F. Bouchy (IAP/OHP); A. Vigan (LAM); D. Pollacco (Warwick) Objectives: 1. Develop a catalogue for individual stars and planets observed with TESS mission 2. Validate the catalogue Tasks: 1. Gather TESS mission results from NASA archives and publications 2. Create a catalogue gathering information on possible planetary companion, identified eclipsing binaries and variable stars 3. Check compliance of the catalogue with the specifications 4. Validate the catalogue 5. Validate regular updates Input: Catalogues from NASA archives and/or scientific publications Dependencies: WP 131 000 Output: Catalogue of stars observed by TESS with their characteristics (time and duration of the TESS observations, related publications if any, etc.) and the relevant parameters: presence of a companion, nature of the companion, variability of the source, rotation period etc. to be provided to WP 131 000 Deliverables: Catalogue of stars observed by TESS with their characteristics (time and duration of the TESS observations, related publication, etc.) and the relevant parameters: presence of a companion, nature of the companion, variability of the source, rotation period etc. Milestones: L-24m: delivery of criteria for the target selection for the first field. Refined criteria of the first PLATO field Launch: delivery of criteria for target selection for the second field. Continuing refinements of the criteria. Risks: No risks identified PSM WPDs DEVELOPMENT Contaminant Analysis Leader: Ulrich Kolb Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 147/200 PSM WP 131 600 04/2016 — 12/2023 Institution: The Open University (UK) Key Personnel: U. Kolb Objectives: 1. Explore contaminant information of likely target sources in Gaia catalogue and other pertinent catalogues 2. Create and calibrate a contaminant modeller that estimates contaminant effects for any source Tasks: Coordination and management of the package. Input: WP 131 000 Dependencies: Output of WP 131 000; WP 132 000 Output: Assessment of contaminant information in Gaia and other pertinent catalogues. Deliverables: Contaminant estimator tool Milestones: As specified in sub WPs Risks: Gaia catalogue analysis and contaminant projection relies on the soundness of Gaia data. Other catalogues are incomplete for fainter contaminants. PSM WPDs DEVELOPMENT Contaminant Modelling Tool Leader: Ulrich Kolb Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 148/200 PSM WP 131 610 04/2016 — 12/2023 Institution: The Open University (UK) Key Personnel: U. Kolb; P. Rowden (OU); A. Santerne (Porto) Objectives: 1. Explore contaminant information of likely target sources in Gaia catalogue and other pertinent catalogues 2. Create and calibrate a contaminant modeller that estimates contaminant effects for any source Tasks: 1. Create contaminant modeller, using existing models (such as GUMS) where appropriate, to obtain a generic synthetic Galactic blend/false positive model a. Review existing models and extract useful subroutines b. Establish types of false positives to be considered c. Establish Galactic population model for each type d. Create synthetic PLATO contaminants population 2. Calibrate contaminant modeller against observed contaminants, in preparation for estimating false positive probability of individual sources Input: WP 131 420 & 430 Dependencies: WP 132 000 Output: Theoretical model that underpins the pre-operation determination of false positive probability Deliverables: Numerical tool for false positive assessment of a potential target Milestones: 04/2017: Complete first definition of input for population modelling tool 09/2018: First assembly of population modelling tool 09/2018: Calibration runs completed 09/2019: Refined tool completed Risks: Code calibration requires readiness of underlying catalogues PSM WPDs DEVELOPMENT Gaia Analysis of Contaminants Leader: Nick Walton Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 149/200 PSM WP 131 620 Development phase 04/2016 — 12/2023 Institution: Institute of Astronomy, University of Cambridge (UK) Key Personnel: N. Walton; S. Hodgkin (IoA) Objectives: 1. Study contaminant statistics in Gaia catalogue 2. Optimize computations of PLATO pixel contamination inferred from Gaia data Tasks: 1. Assess stellar motions and variability inferred from Gaia data for contaminating sources 2. Develop algorithm to optimize calculation of contamination for a PLATO target Input: WP 131 120 Dependencies: WP 131 610 Output: 1. Optimised algorithm of likely contaminants of PLATO targets 2. Calibrator data for WP 131 610 Deliverables: Method for generating PLATO contamination information inferred from Gaia Milestones: 09/2017: delivery of first calibrator data 04/2018: first definition of algorithms 2022: release of final algorithm (to coincide with Gaia final data release) Risks: Relies on soundness of Gaia data Rev.: 5 PSM WPDs DEVELOPMENT Contaminant Analysis From Other Catalogues Leader: Valerio Nascimbeni Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 150/200 PSM WP 131 630 04/2016 — 12/2023 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni; U. Kolb (OU); S. Hodgkin (IoA); K2 expert; LSST expert Objectives: Study contaminant statistics in pertinent catalogues other than Gaia, including K2, TESS and LSST. Tasks: 1. Develop procedure for contaminant extraction from respective catalogues 2. Statistical analysis of contaminant properties 3. Provide calibrator for contaminant modeller Input: WP 132 200, 400 & 500 Dependencies: WP 132 610, WP 133 000 Output: 1. Assessment of contaminant information from catalogues other than Gaia 2. Calibrator data for WP 131 610 Deliverables: Method for generating PLATO contamination information inferred from catalogues other than Gaia Milestones: 09/2017: delivery of first calibrator data 04/2018: first definition of algorithms 04/2019: improved algorithms 2023: first assessment of and recommendations from LSST data Risks: Depends on success of TESS and timely operational start of LSST PSM WPDs DEVELOPMENT Field and Target Selection Leader: Ricardo Claudi Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 151/200 PSM WP 132 000 04/2016 — 12/2023 Institution: INAF- Osservatorio Astronomico di Padova (Italy) Key Personnel: R. Claudi; S. Benatti (INAF-Padova) Objectives: Coordinate all the WPs to deliver PLATO field positions, and PLATO targets Tasks: 1. Select PLATO fields 2. Select PLATO targets and deliver PIC to PDC 3. Estimate completeness/contamination of the selected targets Input: WP 131 000, WP 132 000, PDC WP 343 000 Dependencies: Output of WP 131 000, 132 000 Output: PLATO fields and PLATO target catalogue Deliverables: PIC and PLATO fields Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-18m Results of guest observer call added to the PIC Risks: Minimal risks PSM WPDs DEVELOPMENT Field Selection Leader: Sergio Ortolani Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 152/200 PSM WP 132 100 Development phase 04/2016 — 12/2023 Institution: Università di Padova (Italy) Key Personnel: S. Ortolani; G. Piotto (Padova); C. Afonso; V. Nascimbeni (INAF-Padova) Objectives: Deliver PLATO fields Tasks: 1. 2. 3. 4. Analyse results from WP 131 000 Perform stellar crowding experiments Analyse Galactic models Select PLATO fields Input: WP 131 000 Dependencies: Output of WP 131 000 Output: PLATO fields position Deliverables: PLATO fields Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-18m Results of guest observer call added to the PIC Risks: Acceptable risk PSM WPDs DEVELOPMENT Target Selection and Prioritisation Leader: Valentina Granata Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 153/200 PSM WP 132 200 04/2016 — 12/2023 Institution: Università di Padova (Italy) Key Personnel: V. Granata; S. Ortolani (Padova); G. Piotto (Padova); V. Nascimbeni (INAF-Padova); 1 postdoc Objectives: Deliver all relevant parameters for each target and their prioritisation Tasks: 1. Make sure the relevant information is searched for in all possible catalogues 2. Study of the stellar population in the target volume and of the environment conditions 3. Coordinate with PDC WP 343 000 for tools and algorithms to implement criteria for target parameters into PIC 4. Provide prioritisation criteria and stellar parameters 5. Coordination of WP 132 410 and WP 132 420 Input: All catalogues/parameters gathered by WP 132 000, PDC WP 343 000 tools and algorithms Dependencies: Output of WP 132 000, PDC WP 343 000, Gaia early release catalogues Output: Final criteria for targets/parameters of the PLATO input catalogue Deliverables: Final list of criteria for targets/parameters of the PLATO input catalogue Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-18m Results of guest observer call added to the PIC Risks: Depends on Gaia output; in case of delay or failure from Gaia mission, the catalogue will rely on available photometric/astrometric catalogues, including some current ongoing wide field. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 154/200 PLATO Field Contaminants Leader: Ulrich Kolb Rev.: 5 Development phase PSM WP 132 300 04/2016 — 12/2023 Institution: The Open University (UK) Key Personnel: U. Kolb Objectives: 1. To inform field selection by population models of false positives 2. To supply algorithms for calculating a false positive rate for all targets, on the basis of catalogue data and supporting theoretical models Tasks: Coordination and management of the package. Input: Model specifications assembled in WP 131 600 Dependencies: A close liaison with WP 113 000 and WP 111 000 and relevant sub-WPs is required Output: 1. A Galactic population model of sources giving rise to false positive signals, informing field selection 2. A false positive probability tool for catalogue sources, to generate contaminant information for each source. Deliverables: Code to obtain contaminant assessment on a source-by-source basis Milestones: As specified for WP 132 310 & WP 132 320 Risks: Minimal risks PSM WPDs DEVELOPMENT Single Target Contaminants Leader: Ulrich Kolb Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 155/200 PSM WP 132 310 Development phase 04/2016 — 12/2023 Institution: The Open University (UK) Key Personnel: U. Kolb; P. Rowden (OU); 1 postdoc Objectives: Conduct a statistical study of the abundance of astrophysical false positives in potential PLATO fields, as a function of Galactic latitude and longitude, to inform target field selection. Tasks: 1. Tailor models from WP 131 600 to PLATO field geometry and differential sensitivity 2. Study longitude and latitude dependence of overall false positive rate Input: Model specifications assembled in WP 131 600 Dependencies: Output of WP 132 000 Output: All-sky synthetic false positive population Deliverables: Independent assessment of global false positive content of any potential PLATO field Milestones: 9/2018: Completion of limited population study to inform optimum latitude of first PLATO field 9/2020: Completion of extended population study, to inform selection of further fields Risks: None apparent. PSM WPDs DEVELOPMENT False Alarm Probability Leader: Alexandre Santerne Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 156/200 PSM WP 132 320 04/2016 — 12/2023 Institution: University of Porto (Portugal) Key Personnel: A. Santerne; U. Kolb (OU) Objectives: Optimize the calculation of individual false positive probabilities for a given PLATO target or potential target, taking into account both observed contaminant properties and theoretical models of the physical nature of contaminants. Tasks: 1. Assimilate catalogue-specific information 2. Assimilate model information 3. Adapt PASTIS code to pre-operations mode Input: 1. Catalogue information gathered by WP 131 000 2. Field positions selected by WP 132 000 Dependencies: Output of WP 131 000 and WP 132 000 Output: Algorithms for calculating the false positive probability given the source position and its contaminant environment. Deliverables: Code Milestones: 04/2017: first assembly of code completed 04/2019: first full working version released 2019-23: Further adaptations to coincide with output from WP 131 600 Risks: None apparent. PSM WPDs DEVELOPMENT Interface to Other PSM WPs and PDC Leader: Silvano Desidera Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 157/200 PSM WP 133 000 Development phase 04/2016 — 12/2023 Institution: INAF- Osservatorio Astronomico di Padova (Italy) Key Personnel: S. Desidera Objectives: The objective of this WP is to coordinate the activities of the Interface WP Tasks: Coordinate WP 133 100, WP 133 200, WP 133 300, WP 133 400, and WP 133 500 work Input: Definition Phase documentation Dependencies: Output of the WP 133 100, WP 133 200, WP 133 300, WP 133 400, and WP 133 500 Output: Requirement documents and development phase reports Deliverables: Requirement documents Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-24m Validation of the PIC for the first observing field L-18m Results of guest observer call added to the PIC Risks: Acceptable risk PSM WPDs DEVELOPMENT Interface to Other PSM WPs Leader: Silvano Desidera Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 158/200 PSM WP 133 100 04/2016 — 12/2023 Institution: INAF- Osservatorio Astronomico di Padova (Italy) Key Personnel: S. Desidera Objectives: The objective of this WP is to coordinate the interfaces with the other science WP Tasks: Interface of WP 130 000 activities with WP 110 000, WP 120 000, WP 140 000, WP 160 000, and PLATO Endto-End Simulator Input: Definition Phase documentation Dependencies: Close interaction can be foreseen with WP 110 to 160 Output: Collection of requirements from WP 110 000, WP 120 000, WP 140 000, and WP 160 000 for target selection and target parameters to be included in PIC Deliverables: Requirement document for target and field selection and target parameters Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-24m Validation of the PIC for the first observing field L-18m Results of guest observer call added to the PIC Risks: Interface problems, efficiency losses PSM WPDs DEVELOPMENT Interface to PDC Leader: Valentina Granata Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 159/200 PSM WP 133 200 Development phase 04/2016 — 12/2023 Institution: Università di Padova (Italy) Key Personnel: V. Granata Objectives: The interface team will coordinate the exchange of data, information, requirements and progress reports between the WP 130 team and the PDC (PLATO Data Centre), as formalized in the Interface Requirements Document (IRD) and Interface Control Document (ICD). The principal activity will be to coordinate and document the exchanges between the WP 130 and the Input Catalogue team (IC) and the Ancillary Database Content Management (AD). Tasks: 1. Definition and maintenance of IRD and ICD 2. Gather information and documentation on catalogues format, description, file specification, size and target selection and characterization from PDC 3. Transfer information on the criteria for target selection to IC team and provide their feedback to WP 130 4. Collect and provide criteria to IC team. 5. Monitor progress, ensuring that schedule requirements are maintained and identifying/ initiating any change requests that may arise out of the interface requirements 6. Gather information and documentation on additional data available in the Ancillary Database 7. Provide feedback to Ancillary Database team Input: From WP 132 000: Criteria for field selection information From WP 350 000: Information and documentation on additional catalogues Dependencies: Input from WP 132 000, WP 340 000, WP 350 000 Output: To WP 340 000: criteria for target selection information To WP 340 000: information and requirements for Ancillary Database catalogues Deliverables: Interface Requirements Document (IRD) and Interface Control Document (ICD) Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-24m Validation of the PIC for the first observing field L-18m Results of guest observer call added to the PIC Risks: Minimal risk PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 160/200 Interface Gaia-PLATO Leader: Nicholas Walton Rev.: 5 PSM WP 133 300 Development phase 04/2016 — 12/2023 Institution: Institute of Astronomy, University of Cambridge (UK) Key Personnel: N. Walton; D. W. Evans (IoA) Objectives: A range of information is required from Gaia in refining the input catalogue for PLATO. In particular the initial positional, flux and early astrometric information from Gaia will be important in aiding the characterisation of the PLATO target samples. This WP will define the required interfaces required by PLATO with Gaia and define the implementation phase activities within the PSM to ensure these relevant programmatic interfaces. The interface requirements activities will be complete at the time of the PLATO PSM/PDC CDR in 2016. Tasks: 1. 2. 3. 4. Evaluate time line for delivery of Gaia data products to PLATO Determine availability of Gaia data products (via communication with Gaia DPAC) Evaluate required technical interfaces to Gaia data Report on requirements Input: 1. WP 133 300 Definition Phase report 2. PLATO SIRD and SIP Dependencies: PSM WP 131 100 – science requirements interface Output: Cycle progress reports and assurance reports to the PSM Deliverables: 07/2018: Gaia-PLATO (input catalogue) interface requirements document 07/2019: Revised Gaia-PLATO (input catalogue) interface requirements document Milestones: 03/2019: Define parameters and specifications for the preliminary catalogue of the first PLATO field 12/2019: Final catalogue for the first PLATO field 06/2020: Proposal for selection of the second PLATO field 03/2021: Refined catalogue of the first PLATO field 09/2023: Preliminary catalogues for the second PLATO fields Launch: Refined final catalogue for first PLATO field, preliminary catalogues for the other PLATO fields Risks: This WP will comply with the PSM RMP. PSM WPDs DEVELOPMENT Interface to PLATO CCD Image Simulator Leader: Luca Borsato Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 161/200 PSM WP 133 400 04/2016 — 12/2023 Institution: Università di Padova (Italy) Key Personnel: L. Borsato Objectives: The objective of this WP is to coordinate the interfaces with the PLATO End-to-End Simulator, and the other WPs for the Target/Field selection. Tasks: Interface of WP 130 000 activities with PLATO End-to-End Simulator Input: Collection of requirements from WPs for target/field selection WP 130 000 Dependencies: PLATO End-to-End Simulator (development, updates, and bug-fixes of the Simulator and time to compute the simulations) Output: Results of the simulations from the PLATO End-to-End Simulator Deliverables: Fits images and simulated light curves for defined fields Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-24m Validation of the PIC for the first observing field L-18m Results of guest observer call added to the PIC Risks: Interface problems, misinterpretation of the simulations and expected photometric quality PSM WPDs DEVELOPMENT Interface to TOU Leader: Riccardo U. Claudi Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 162/200 PSM WP 133 500 Development phase 04/2016 — 12/2023 Institution: INAF-Osservatorio Astronomico Padova (Italy) Key Personnel: R. Claudi Objectives: 1. Gather information on the optical performance of PLATO 2. Gather information on the operation mode of PLATO 3. Trading off between PIC and Telescope Optical Units Requirements Tasks: Manage the Interface with the TOU Design Work packages Input: Telescope Optical Unit (TOU) Dependencies: Performances of TOU Output: Limits for target parameters Requirements on TOU performances Deliverables: Interface Requirement Document (IRD) and Interface Control Document (ICD) with TOU Reports Milestones: 01/2018: Define parameters and specifications for the preliminary catalogue of the first PLATO field 06/2019: Proposal of the LD and S&S positions L-36m Criteria for the identification, selection and prioritization of the selected first observed field targets and corresponding parameters L-30m Criteria for target contaminants selection and characterization; false alarm probability for each target L-24m Validation of the PIC for the first observing field L-18m Results of guest observer call added to the PIC Risks: Interface problems, misinterpretation of expected photometric quality PSM WPDs DEVELOPMENT Coordination of PLATO Follow-Up Observations Leader: Stéphane Udry Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 163/200 PSM WP 140 000 04/2016 — 12/2023 Institution: Geneva University (Switzerland) Key Personnel: S. Udry (Geneva); NN (Geneva) Objectives: Coordination of the preparation for the follow-up observations of PLATO transit candidates. Tasks: 1. Management of WP 14X: Control that WP activities are progressing according to planning; facilitate horizontal transfer of information; etc. 2. Identify and list all the existing and in-development facilities that will be in operation during the PLATO mission. 3. If existing (and in development) facilities are not sufficient, define the strategy to build new facilities or/and upgrade existing ones. 4. Organize general meetings on FU-related activities Input: 1. Activities of FU WP’s and sub-WP’s 2. PLATO-related activities at observing facilities (instrument and software developments) 3. Dependencies: WP 100 000, WP 110 000, WP 120 000, WP 130 000, WP 14X XXX, WP 160 000. Output: 1. Follow-Up coordination 2. List of observing facilities 3. FU observing strategy Deliverables: Report synthesizing the FU-activities for mid-term and end of development phase Milestones: 03/2019: Preliminary agreement with major available observing facilities 03/2021: Specification of final observer interface Risks: Non-development or closing of foreseen observing facilities PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 164/200 Strategy and Operation Preparation Leader: Don Pollacco Rev.: 5 Development phase PSM WP 141 000 04/2016 — 12/2023 Institution: University of Warwick (UK) Key Personnel: D. Pollacco Objectives: To coordinate work packages looking at the efficient spread of PLATO candidates to the available follow-up facilities. To define aids to be used by observers for efficient assessment of observation quality. Recent results have shown that the smallest planets will need almost real time follow-up observations for efficient detection. This work package interfaces with the PDC through the ancillary database. Tasks: 1. Establish observation descriptors in terms of candidate priority and characteristics. 2. Assess important criteria dictating which photometric or spectroscopic facility is used for a particular object e.g., screening via AO imaging or other photometric technique, or reconnaissance spectroscopy (if not unavailable). 3. Establish PLATO observational aids to be used as facilities for assessing observation quality and its flagging. 4. Liaise with the PDC to establish which observatory products are to be returned to the Ancillary Database. 5. Liaise with representative from the Ancillary Database to establish observation descriptors as required within the PDC and data format. Input: 1. Scientific literature 2. PLATO Red book and current PLATO performance estimation. 3. Current follow-up facility performance descriptions and software manuals. Dependencies: Exchange of information and coordination with all WP 140 packages along with the Ancillary Database WP 312 500. Report to WP 140 000 and also Science coordinator. Output: A methodology describing how and which PLATO candidates will be distributed to which follow-up facility both for ground based photometric and spectroscopic observations. Return of observatory processed data to the Ancillary Database for inclusion into the PDC. Deliverables: 1. Reports on algorithms and specifications. 2. Reports on tests performed as algorithms and their implementation evolve. Milestones: 01/2018: Establish critical parameters required for PLATO candidate follow-up. 01/2020: Establish methodology and algorithm required for efficient distribution of candidates through facilities. 01/2022: Produce dummy data sets and flush through process and return data sets to dummy Ancillary Database. Evaluate performance and instigate and start updates. 12/2023: Final version of methodology. Risks: The efficient utilization of our follow-up facilities will be key to the success of PLATO. In efficient target distribution will result in time wasted on astrophysical mimics or low quality targets. Poor matching will result in low efficiency of planet confirmation and, in the worse case, low return in planet detection. PSM WPDs DEVELOPMENT Target Distribution Requirements Leader: Ignasi Ribas Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 165/200 PSM WP 141 100 04/2016 — 12/2023 Institution: Insititut de Ciències de l’Espai (Spain) Key Personnel: I. Ribas; J. Colomé (ICE); F. Vilardell (ICE); E. Herrero (ICE); M. Perger (ICE); A. García-Piquer (ICE); J. Guàrdia (ICE); J. Sanz (ICE) Objectives: To use information gained from CoRoT, Kepler and leading ground based surveys such as SuperWASP to define the optimum follow-up strategy for PLATO candidates. To determine information needed to be passed to follow-up facilities for successful and efficient observations. Tasks: 1. To examine the planet confirmation strategies of the leading surveys and determine an optimum procedure for PLATO candidates. 2. To define what information (and observation characterization aids) need to be made available to a given follow-up facility. Input: 1. Scientific literature 2. PLATO Red book and current PLATO performance estimation. 3. Current follow-up facility performance descriptions and software manuals. 4. Dependencies: Exchange of information and coordination with all WP 140 packages. Link to WP 115 100 to ensure best-facility and follow-up procedure given likely astrophysical noise conditions. Output: A methodology describing how the various PLATO candidates will be selected and then distributed to the bestsuited follow-up facility (based on likely planet/host star parameters) for both efficient ground-based photometric and spectroscopic observations. Deliverables: Reports on current distribution techniques and PLATO specific requirements. Report on facility requirements. Report and software defining the methodology of object distribution. Report on observation assessment tools. Milestones: 12/2017: Evaluation of current follow-up strategies. 12/2018: Initial evaluation of follow-up facility requirements and observational aids. 07/2020: Preliminary outline of follow-up distribution strategy. 12/2023: Final report on activities, including results of tests of the final target distribution methodology. Risks: The efficient utilization of our follow-up facilities will be key to the success of PLATO. Use of the wrong methodology will result in inefficient use of follow-up facility time and hence a low planet yield. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 166/200 Aids for Optimizing Photometric and Spectroscopic Measurements Leader: Josep Colomé Rev.: 5 PSM WP 141 200 Development phase 04/2016 — 12/2023 Institution: Insititut de Ciències de l’Espai (Spain) Key Personnel: J. Colomé; I. Ribas (ICE); F. Vilardell (ICE); E. Herrero (ICE); M. Perger (ICE); A. García-Piquer (ICE); J. Guàrdia (ICE); J. Sanz (ICE) Objectives: To develop and install observation aids to optimize the development of real time selection of targets specifically for any particular facility. These will be orientated towards improving the observation efficiency and will include routines to help with ephemeris and orbit fitting etc. Tasks: 1. Review currently used tools at likely sites and determine their capabilities user friendliness and suitability for PLATO candidates. 2. Establish list of requirements given PLATO requirements. 3. Compile the PLATO Observational Aid suite of tools and distribute around sites. 4. Compile documentation to allow efficient maintenance of above. Input: 1. Scientific literature and instrumentation manuals. 2. PLATO Red book and current PLATO performance estimation. 3. Current follow-up facility performance descriptions and software manuals. Dependencies: Exchange of information and coordination with all WP 140 packages along with the Ancillary Database WP 312 500. Output: PLATO Observation Aids that will enable the observer to make best use of telescope time and assess the quality of the data obtained. Deliverables: 1. Report on freely available observational orientated aids. 2. Report with specification on useful aids that need to be developed. 3. Observationally orientated aids development and deployment. Milestones: 07/2017: Evaluation of freely available observational aids 07/2018: Establish specifications for needed aids 07/2020: First generation PLATO Observational Aids deployed and testing begins 07/2021: Review of testing period 07/2022: Second generation PLATO Observational Aids deployed and testing begins Risks: The efficient utilization of our follow-up facilities will be key to the success of PLATO. In efficient target distribution will result in time wasted on astrophysical mimics or low quality targets. Poor matching will result in low efficiency of planet confirmation and, in the worse case, low return in planet detection. PSM WPDs DEVELOPMENT Information Transfer Leader: Francesc Vilardell Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 167/200 PSM WP 141 300 Development phase 04/2016 — 12/2023 Institution: Insititut de Ciències de l’Espai (Spain) Key Personnel: F. Vilardell; I. Ribas (ICE); J. Colomé (ICE); E. Herrero (ICE); M. Perger (ICE); A. García-Piquer (ICE); J. Guàrdia (ICE); J. Sanz (ICE) Objectives: Deliver aids to provide follow-up observers with target information in a graphic web page. This is similar to the “Variable Star Investigator” format used by the WASP consortium and others. This will also be the main method for passing descriptive information (e.g. meteorological information) back to the Ancillary Database and PDC. Tasks: 1. Evaluate the WWW observer interfaces made available to us by third parties (e.g. WASP). 2. Determine specifications for PLATO Observer interface, and assess needs of specific facilities and types of observations. 3. Develop and trial PLATO Observer Interface. 4. Liaise with representative from the Ancillary Database to establish observation descriptors as required within the PDC and data format. Input: 1. Scientific literature 2. Available literature on third party Observer Interfaces. 3. PLATO Red book and current PLATO performance estimation. 4. Current follow-up facility performance descriptions and software manuals. Dependencies: Exchange of information and coordination with all WP 140 packages along with the Ancillary Database WP 312 500. Output: PLATO Observer Interface and Ancillary Database feedback tool Deliverables: Reports detailing the specification for the PLATO Observer Interface tailored to each facility or type of follow-up observation. Methodology for feedback of descriptive information to the Ancillary Database. Milestones: 07/2017: Preliminary evaluation of third party Observer interface software available to us. 12/2017: Specifications for generic PLATO Observer Interface 07/2018: Specifications for specific follow-up facilities as required. 07/2020: First release of PLATO Observer Interface. Yearly (or as required) updates after this date Risks: The efficient utilization of our follow-up facilities will be key to the success of PLATO. Inefficient target distribution will result in telescope time being wasted on astrophysical mimics or low quality targets. Poor matching will result in low efficiency of planet confirmation and, in the worse case, low return in planet detection. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 168/200 Planet Yield Determination Leader: Yann Alibert Rev.: 5 Development phase PSM WP 141 400 04/2016 — 12/2023 Institution: University of Bern (Switzerland) Key Personnel: Y. Alibert; S. Udry (Geneva); F. Bouchy (LAM); X. Dumusque (CfA) Objectives: Estimate of the PLATO global follow effort Tasks: 1. Estimate the number of transiting planets detected by PLATO and for which a RV characterization is possible. 2. Estimate the corresponding observation time required for the planet characterization, for each category of telescope 3. Estimate the rate of false positives 4. Estimate the corresponding observation time required to discard the false positives Input: Selected stellar field Dependencies: WP 140 000 Output: 1. Yield of planets per bin of mass and separation 2. Percentage of false positives of the different types Deliverables: Reports Milestones: 07/2018: First global follow-up effort estimation 03/2020: Preliminary agreement with major available observing facilities Risks: Acceptable risk PSM WPDs DEVELOPMENT Radial Velocity Follow-up Leader: François Bouchy Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 169/200 PSM WP 142 000 04/2016 — 12/2023 Institution: LAM (France) Key Personnel: F. Bouchy; C. Moutou (LAM); S. Udry (Geneva); E. W. Guenther (TLS); D. Ségransan (Geneva); T. Forveille (IPAG); F. Pepe (Geneva) Objectives: Prepare and coordinate the activities of ground-based radial-velocity measurements of PLATO transit candidates to establish the nature of the transit events and to characterize the mass of the companion of the core science program from earth-like planets to brown-dwarfs. Tasks: 1. Identify and list all the existing and in-development RV facilities that will be in operation during the PLATO mission (2024-2030) with a significant amount of available time, competent teams and efficient data reduction systems. Facilities will be ranked not as function of the telescope diameter but as a function of the RV uncertainties effectively obtained for a solar-type star of magnitude mv=11 in a 1h exposure. The uncertainty should include photon-noise and instrumental systematic error. 2. Prepare a list of benchmark observations to qualify the participating facilities. 3. If existing and in-development facilities are estimated to be not sufficient, define the strategy to build new facilities or/and upgrade existing ones. Input: Estimation numbers of transiting candidates + estimated rate of false-positives Dependencies: WP 140 000, WP 141 000, WP 146 000, WP 113 000 Output: List of RV facilities ranked as function of their precision, available time and their associated teams Deliverables: Reports about the radial velocity facilities and performances. Milestones: 07/2017: Identification of RV facilities 07/2018: Definition of benchmark observations 03/2019: Preliminary agreement with major available observing facilities 07/2019: Organization of the benchmark observations Risks: Radial Velocity Follow-up will be key to the success of PLATO. An insufficient capacity in RV Follow-up observations will result in a low return in planet detection. PSM WPDs DEVELOPMENT Radial Velocity Computation and Global Analysis Tools Leader: Damien Ségransan Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 170/200 PSM WP 142 100 04/2016 — 12/2023 Institution: Geneva University (Switzerland) Key Personnel: D. Ségransan; F. Bouchy (LAM); C. Lovis (Geneva) Objectives: Prepare and coordinate the activities of radial-velocity computations and global analysis tools to search for and characterize planetary systems Tasks: 1. Definition of requirements for the deliverables of RV facilities 2. Definition of requirements for tools to compute the RV of stars of different types with different physical properties (e.g. high rotation), and in various environments (e.g. binaries). 3. Definition of requirements to calibrate the RV offset between different RV instruments. 4. Define tools allowing the combination of data of different nature (astrometric, photometric, spectroscopic) to optimize RV follow-up observations. Input: PLATO Stellar population properties Dependencies: WP 140 000, WP 142 000, WP 146 000 Output: Software tools and web pages services Deliverables: Reports on algorithms and specification. Reports on tests performed. Milestones: 07/2017: Specifications and requirements for tools and algorithms 07/2019: Test and scientific validation of these tools. Risks: Acceptable risks PSM WPDs DEVELOPMENT First Radial Velocity Screening [≥ 10 m/s] Leader: Eike W. Guenther Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 171/200 PSM WP 142 200 04/2016 — 12/2023 Institution: Thüringer Landessternwarte Tautenburg (Germany) Key Personnel: E. W. Guenther; C. Moutou (LAM); G. Hébrard (IAP/OHP); A. Hatzes (TLS); A. Niedzielski (NCU); L. Buchhave (NBI); C. Aerts (Leuven) Objectives: Prepare and coordinate the activities of the first radial velocity screening at low precision and the mass determination of hot-Jupiters and brown-dwarfs for PLATO with RV facilities like ES@TLS (2m), FIES@NOT (2.5m), HERMES@Mercator (1.2m), and CAFE@CalarAlto (2.2m) Tasks: 1. Define an efficient screening strategy using low-precision RV measurements (10-30 m/s) in order to optimize the RV-follow-up observations. 2. Define the appropriate criteria to stop, or to continue RV-measurements. 3. Define and develop tools to estimate from these first low-precision RV-measurements to the expected RV-accuracy that will be obtained with instruments of higher precision in order to optimize the follow-up strategy. 4. Define the optimum strategy in order to distinguish giant planets from brown dwarfs and binaries with the minimum number of RV-measurements. Input: 1. Estimated numbers of candidates. 2. Estimated rate of false-positives. 3. List of available telescope facilities that are available for the project. Dependencies: WP 140 000, WP 141 000, WP 146 000 Output: 1. Inventory of low-precision spectrographs available for the project. 2. Expected amount of observing-time required to carry out the observations. 3. Expected amount of time and manpower to carry out the observations and reduce the data. 4. Estimate number of candidates that require further RV-observations at higher precision. Deliverables: Reports and algorithms to carry out screening. Estimate of time required after a candidate has been identified until screening is finished. Milestones: 07/2017: Specifications and requirements for tools and algorithms 07/2019: Test and scientific validation of these tools. Risks: Small number of telescope facilities to carry out the follow-up observations will limit the number of detected planets. PSM WPDs DEVELOPMENT Intermediate Precision Radial Velocity Follow-Up [3-5 m/s] Leader: Claire Moutou Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 172/200 PSM WP 142 300 04/2016 — 12/2023 Institution: LAM (France) Key Personnel: C. Moutou; R. Diaz (Geneva); A. Santerne (CAUP); G. Hébrard (IAP/OHP); D. Naef (Geneva); X. Bonfils (IPAG); A. Niedzielski (NCU) Objectives: Prepare and coordinate the activities of ground-based radial-velocity measurements of PLATO transit candidates using spectrographs of intermediate precision (3 – 5 m/s) like SOPHIE@OHP (1.9m), CORALIE@Euler (1.2m), FEROS@ESO (2.2m), and Neo-Narval@TBL (2m) Tasks: 1. Specify the needs of follow-up observations with intermediate precision (3-5 m/s): number of targets, strategy, time estimate, analysis 2. Assess the status, performance and availability of telescope and instruments in this range of precision 3. Contribute to collect radial velocity data of moderate-precision instruments (pre-launch) on PLATO potential targets Input: 1. Yields for transiting candidates and false positives 2. The properties of their host stars (mass, luminosity, activity, spectral type, etc.) Dependencies: WP 140 000, WP 141 000, WP 142000, WP 146 000 Output: Inventory of moderate precision spectrographs, and their expected performance in term of identification of false positives/planet confirmation and mass measurement Deliverables: Progress reports Milestones: 07/2017: Specifications and requirements for tools and algorithms 07/2019: Test and scientific validation of these tools. Risks: Small number of telescope facilities to carry out the follow-up observations will limit the number of detected planets. PSM WPDs DEVELOPMENT Very High-Precision RV Measurements [≤ 1 m/s] Leader: Francesco Pepe Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 173/200 PSM WP 142 400 04/2016 — 12/2023 Institution: Geneva University (Switzerland) Key Personnel: F. Pepe; S. Udry (Geneva); C. Lovis (Geneva); D. Ségransan (Geneva); F. Bouchy (LAM); A. Hatzes (TLS); G. Piotto (Padova); A. Sozzetti (INAF-Torino); R. Claudi (INAF-OPAD); N. Santos (Porto) Objectives: Prepare and coordinate the activities of high-precision radial-velocity measurements of PLATO candidates around quiet stars to measure the mass of Earth and super-Earth like planets with spectrographs like HARPS@ESO (3.6m), HARPS-N@TNG (3.6m), and ESPRESSO@ESO (8.2m) Tasks: 1. Define the best strategy of very high-precision RV follow-up (≤1 m/s) to measure the mass of Earth and super-Earths out to the habitable zone of quiet stars. 2. Define the appropriate criteria to stop, or to continue very high-precision RV-measurements. 3. Specify the needs for follow-up observations with very high precision 4. Assess the status, performance and availability of telescope and instruments 5. Define and develop tools to select most appropriate quiet stars with a transiting companion in the domain of telluric planet Input: 1. Estimate number of candidates (and their characteristics) and false positives. 2. The properties of their host stars (mass, luminosity, activity, spectral type, etc.) 3. List of facilities available for the project. Dependencies: WP 140 000, WP 141 000, WP 146 000 Output: 1. Inventory of very high-precision spectrographs, and their expected performance for RV measurements, and expected contribution from these spectrographs in term of mass measurement. 2. Expected amount of observing-time required to carry out the observations. 3. Expected amount of time and manpower to carry out the observations and to reduce the data. Deliverables: Reports for mid-term and final reviews Milestones: 07/2017: Specifications and requirements for tools and algorithms 07/2019: Test and scientific validation of these tools. Risks: Small number of telescope facilities to carry out the follow-up observations will limit the number of detected planets. PSM WPDs DEVELOPMENT Infrared Radial-Velocity Measurements Leader: Thierry Forveille Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 174/200 PSM WP 142 500 04/2016 — 12/2023 Institution: IPAG (France) Key Personnel: T. Forveille; P. Figueira (Porto); X. Bonfils (IPAG); X. Delfosse (IPAG); N. Santos (Porto); J. Amado (IAA); E. Guenther (TLS) P. Objectives: Prepare and coordinate the activities of ground-based radial-velocity measurements of PLATO transit candidates using infra-red spectrographs like SPIROU@CFHT (3.6m), CARMENES@CalarAlto (3.5m), CRIRES@ESO (8.2m), NAHUAL@GTC (10m), and GIANO@TNG (3.6m) Tasks: 1. Establish which type of stars are best observed with IR spectrograph: M dwarfs (brighter in the IR), active stars (which systematic error are lower in the IR), … 2. Assess the status, performance and availability of telescope and instruments 3. Define the best use and strategy of IR spectrograph for the RV follow-up screening and mass determination Input: 1. Yields for transiting candidates and false positives 2. The properties of their host stars (mass, luminosity, activity, spectral type, etc.) Dependencies: WP 140 000, WP 141 000, WP 146 000, WP 113 000 Output: 1. Inventory of IR spectrograph, and their expected performance for RV measurements 2. Expected contribution from IR spectrograph in term of identification of false positives/planet confirmation and mass measurement Deliverables: Reports (for mid-term and final reviews) Milestones: 03/2019: Preliminary agreement with major available observing facilities 07/2021: Specify the Expected contribution from IR spectrograph in term of identification of false positives/planet confirmation Risks: Existing infrared spectrographs are not optimized for RVs (but have already reached a precision of few m/s on short time scales). Numerous infrared spectrographs optimized for radial velocity are in development. Their precision will be assessed during development phase. PSM WPDs DEVELOPMENT Time Critical Photometry Leader: Roi Alonso Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 175/200 PSM WP 143 000 04/2016 — 12/2023 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: R. Alonso; H.J. Deeg (IAC); E. Pallé (IAC); M. Montalto (CAUP) Objectives: Identify and assess false positive transit detections in PLATO photometry caused by stellar blends. Define suitable optical and NIR photometric time critical follow-up strategies. Estimate required resources. Tasks: 1. Coordinate generation of simulations to predict the expected numbers of false positives in different blend scenarios in the PLATO fields. Evaluate/calibrate with Kepler, K2 and TESS results. 2. Estimate expected demand of observational resources. 3. Assemble and organize group of observers. 4. Organize and execute benchmark observations to assess the performances of each facility. 5. Define efficient and effective strategies for time critical follow-up photometry. Input: 1. 2. 3. 4. 5. 6. Scientific literature PLATO Red Book Information on facilities registered to PLATO follow-up Updated PLATO characteristics and performance estimation Images and lightcurves from the PLATO End-to-End Simulator TESS and CHEOPS results Dependencies: Information exchange with other WPs, especially WP 140 000, WP 141 000, WP 141300, WP141400, WP 142 000, WP 144 000, WP 146 000, WP 115 200, WP 112 000, WP 114 000. Output: A quantitative understanding of the expected frequency of blending in PLATO photometry, detailed strategies of how to identify and assess false positive transit detections using time critical photometric techniques, identification of suitable observatories and facilities for follow-up observations Deliverables: Reports on simulations of predicted frequency of false positive detections, optimal observing strategies and of suitable ground-based facilities. Prevision of demand of time critical photometry observations. Guidelines for observing, data analysis, and documentation of follow-up observations. Milestones: 31/12/2017: Evaluation of ground based photometry follow-up facilities available to PLATO 31/12/2018: Quantitative estimates of expected frequency and spatial scales of blending 31/12/2019: Establish detailed photometric methodologies, and reduction software 31/12/2020: Establish follow-up observing teams 31/12/2021: On-sky end-to-end evaluation of these techniques 31/12/2023: Final version of methodology Risks: Miss estimation of estimated required resources (e.g. due to inaccurate inputs) PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 176/200 Photometry Specific Tools Leader: H. J. Deeg Rev.: 5 Development phase PSM WP 143 100 04/2016 — 12/2023 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: H. J. Deeg Objectives: Provide the different teams contributing to time critical photometric follow-up with guidelines and software tools for a uniform analysis and reporting of data. Tasks: 1. Perform an exhaustive comparison of existing photometric methods (aperture photometry, PSF photometry, image subtraction, etc.) 2. Select the photometric methods best suited for PLATO follow-up 3. Implement, document, and distribute the tools to contributing observing facilities. 4. Receive feedback from contributing observing facilities. Input: 1. Existing algorithms, methods from follow-up of prior photometric space missions 2. New developments from scientific literature 3. Information on facilities registered to PLATO Follow-up Dependencies: Information exchange with other WPs, especially WP 143 000, WP 143 200, WP 143 300, WP 143 400 Output: Comparison of different photometric methods. Implementation of selected ones with adaptations specific to PLATO follow-up. Deliverables: Documentation and algorithms for photometric follow-up observations. Reports on different photometric methods. Milestones: 31/12/2019: Implement selected photometric methodologies, and reduction software 31/12/2021: On-sky end-to-end evaluation of these techniques 31/12/2023: Final version of methodology and algorithms Risks: None; ample experience from prior follow-up programs (for CoRoT, Kepler) is present PSM WPDs DEVELOPMENT Photometric Follow-Up with Small Telescopes Leader: G. Wuchterl Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 177/200 PSM WP 143 200 04/2016 — 12/2023 Institution: Thüringer Landessternwarte Tautenburg (Germany) Key Personnel: G. Wuchterl Objectives: Coordinate the follow-up activities that are feasible with small (diameter < 0.9 m) telescopes. Tasks: 1. Link with registered facilities to PLATO Follow-Up 2. Coordinate execution of benchmark observations requested and defined in WP 143 000. 3. Assure required precision is met. Input: • Benchmark observations details from WP 143 000 • Information of facilities registered to PLATO Follow-up • Dependencies: Information exchange with other WPs, especially WP 143 000, WP 143 100, WP 143 300, WP 143 400 Output: Results of benchmark observations. Deliverables: Results of benchmark observations. Documentation for interested participants. Milestones: 12/2019: List of interested participants and observing facilities. 12/2021: On-sky end-to-end benchmark observations Risks: None PSM WPDs DEVELOPMENT Standard Photometric Observations Leader: R. Alonso Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 178/200 PSM WP 143 300 04/2016 — 12/2023 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: R. Alonso Objectives: Coordinate the time critical photometric follow-up activities that are feasible with moderate (0.9 m < diameter <= 2.0 m) telescopes. Tasks: 1. Link with registered facilities to PLATO Follow-Up 2. Coordinate execution of benchmark observations requested and defined in WP 143 000. 3. Assure required precision is met. Input: • Benchmark observations details from WP 143 000 • Information of facilities registered to PLATO Follow-up • Dependencies: Information exchange with other WPs, especially WP 143 000, WP 143 100, WP 143 200, WP 143 400 Output: Results of benchmark observations. Deliverables: Results of benchmark observations. Documentation for interested participants. Milestones: 12/2021: On-sky end-to-end benchmark observations Risks: None PSM WPDs DEVELOPMENT Very High Precision Photometric Observations Leader: E. Pallé Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 179/200 PSM WP 143 400 04/2016 — 12/2023 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: E. Pallé Objectives: Lead and coordinate the time critical photometric follow-up activities requiring big (mirror diameter > 2.0 m) ground-based and/or space telescopes. Tasks: 1. Link with registered facilities for PLATO follow-up 2. Coordinate execution of benchmark observations requested and defined in WP 143 000. 3. Conduct test to assure that required precision is met. Input: • Benchmark observations details from WP 143 000 • Information of facilities registered to PLATO Follow-up • Dependencies: Information exchange with other WPs, especially WP 143 000, WP 143 100, WP 143 200, WP 143 300 Output: Results of benchmark observations. Deliverables: Results of benchmark observations. Documentation for interested participants. Milestones: 12/2021: On-sky end-to-end benchmark observations Risks: None PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 180/200 High Angular Resolution Imaging Leader: Silvano Desidera Rev.: 5 Development phase PSM WP 144 000 04/2016 — 12/2023 Institution: INAF – Osservatorio Astronomico di Padova (Italy) Key Personnel: S. Desidera; V. Nascimbeni (Padova); M. Janson (Stockholm); D. Mesa (INAF-Padova); Bonavita (Edinburgh); A. Vigan (LAM); V. D’Orazi (INAF-Padova) M. Objectives: To coordinate and lead work packages which will identify and assess false positive transit detections in PLATO photometry caused by stellar blends. Define optical and infrared imaging follow-up strategies on a range of spatial scales from seeing-limited to high-quality AO imaging to space-based imaging, to contribute to the elimination of false positives. Define and assess AO imaging strategies for potential characterization of planetary systems detected by PLATO. Tasks: 1. Coordinate WP 144 100; WP 144 200; WP 144 300, WP 144 400, and WP 144 500, and control that WP activities are progressing according to planning; facilitate horizontal transfer of information; etc. 2. Exchange of information with other follow-up WPs for coordination of the follow-up strategy 3. Ensure that existing literature and archive data (WP 130000) have been properly taken into account 4. Quantification of amounts of observing time required for imaging follow-up for PLATO core science 5. Collect list of participating facilities/teams to the various components of high-angular resolution follow-up observations Input: Activities of sub-WPs, results of simulations of contaminants and false alarms (WP 131 6xx) Dependencies: Other follow-up WPs, WP 350 000, WP 130 000, WP 131 6xx, WP 132 3xx Output: Follow-up strategy Data to WP 350 000 Third light dilution (for transit parameter determination) to WP 132 3xx Deliverables: Report on imaging follow-up plan and list of suitable observing facilities Milestones: L-3yr: Evaluation of ground based imaging follow-up facilities available to PLATO L-3yr: Determination of the amount of observing time required for imaging follow-up L-2yr: Establish follow-up science teams L-1yr: Preliminary imaging follow-up plan L: Final version of imaging follow-up plan Risks: If false positive transit detections due to diluted eclipses, or even due to diluted transits of giant planets, are not identified with a high level of completeness, then undetected false positives will lead to ambiguous small-planet detections PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 181/200 Imaging Analysis Tools Leader: Arthur Vigan Rev.: 5 Development phase PSM WP 144 100 04/2016 — 12/2023 Institution: LAM (France) Key Personnel: A. Vigan; V. Nascimbeni (Padova); R. Alonso (IAC); M. Janson (Stockholm); D. Mesa (INAFPadova) Objectives: Prepare and coordinate the activities related to the definition and development of the high-angular resolution imaging analysis tools, to ensure best quality and homogeneity in the analysis of follow-up images from the participating facilities Tasks: 1. 2. 3. 4. Definition of requirement of tools to be exploited in the analysis of high-angular resolution observations Collection of available tools in the literature and in WP144000 team. Critical evaluation of tools adopted by participating facilities/teams (e.g. instrument pipelines) Development of dedicated tools optimized for PLATO follow-up requirements Input: 1. Available analysis procedures from the literature and participating facilities 2. List of facilities participating to the imaging follow-up Dependencies: Coordination with WP 143 000 for the analysis of seeing-limited observations. List of facilities from WP 144 000 Output: Analysis procedures and tools Deliverables: Reports on analysis procedures to be adopted. Milestones: L-3yr: Definition of requirements for high-angular resolution imaging analysis tools L-1yr: Implementation of procedures/tools L-6m: Validation of the proposed procedures/tools L: Final version of methodology Risks: Non-optimal use of allocated imaging follow-up observing time PSM WPDs DEVELOPMENT Single-Epoch Seeing-Limited Imaging Leader: V. Nascimbeni Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 182/200 PSM WP 144 200 04/2016 — 12/2023 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni; R. Alonso (IAC); G. Piotto (Padova); S. Desidera (INAF-Padova) Objectives: Define optical and infrared imaging follow-up strategies for single-epoch seeing-limited observations (wide field, individual objects, guide images from spectroscopic observations), to contribute to the elimination of false positives. Tasks: 1. Evaluate the scientific literature, with special reference to the experience gained by the CoRoT, Kepler, K2, CHEOPS, and TESS projects in this context 2. Coordinate definition of efficient and effective strategies of follow-up single-epoch seeing-limited imaging observations 3. Coordinate identification of observatories suited to making these follow-up observations 4. Coordinate with WP 142 000 and WP 145 000 the use of guide images from spectroscopic observations Input: 1. Scientific literature 2. PLATO documentation 3. Manuals and web sites of potential ground-based follow-up facilities Dependencies: Interface with WP 142 000 - 145 000 about the use of guide images from spectroscopic observations, synergy with WP 143 000 about the use of seeing-limited images. Output: Reports and documents Deliverables: Document with specification of information to be provided to the Ancillary Database (WP 350 000) Milestones: L-3yr: Evaluation of ground based imaging follow-up facilities available to PLATO L-2yr: Establish detailed imaging methodologies, and analysis software L-2yr: Establish follow-up science teams L-1yr: On-sky end-to-end evaluation of these techniques L: Final version of methodology Risks: If false positive transit detections due to diluted eclipses, or even due to diluted transits of giant planets, are not identified with a high level of completeness, then undetected false positives will lead to ambiguous small-planet detections PSM WPDs DEVELOPMENT Reconnaissance High Resolution Imaging Leader: Markus Janson Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 183/200 PSM WP 144 300 04/2016 — 12/2023 Institution: University of Stockholm (Sweden) Key Personnel: M. Janson; A. Brandeker (Stockholm); S. Desidera (INAF-Padova); D. Barrado (CAB, INTACSIC); H. Bouy (CAB, INTA-CSIC); N. Huélamo (CAB, INTA-CSIC); M. Morales-Calderon (CAB, INTA-CSIC); J. Lillo-Box (CAB, INTA-CSIC) \ Objectives: Define optical and infrared imaging follow-up strategies for high angular resolution reconnaissance observations \ (lucky imaging, speckle imaging, AO on medium-class telescopes), to contribute to the elimination of false positives. Define and assess AO imaging strategies for potential characterization of planetary systems detected by PLATO. Tasks: 1. Evaluate the scientific literature, with special reference to the experience gained by the CoRoT, Kepler, Kepler2, CHEOPS and TESS projects in this context 2. Coordinate definition of efficient and effective strategies of follow-up reconnaissance imaging observing 3. Coordinate identification of observatories suited to making these follow-up observations Input: 1. Scientific literature 2. PLATO documentation 3. Manuals and web sites of potential ground-based follow-up facilities Dependencies: Information exchange with other WPs Output: Reports and documents Deliverables: Document with specification of information to be provided to the Ancillary Database (WP 350 000) Milestones: L-3yr: Evaluation of follow-up facilities available to PLATO for high angular resolution reconnaissance observations (lucky imaging, speckle imaging, AO on medium-class telescopes) L-2yr: Establish detailed methodologies and analysis software L-2yr: Establish follow-up science teams L-1yr: On-sky end-to-end evaluation of these techniques L: Final version of methodology Risks: If false positive transit detections due to diluted eclipses, or even due to diluted transits of giant planets, are not identified with a high level of completeness, then undetected false positives will lead to ambiguous small-planet detections PSM WPDs DEVELOPMENT High Contrast Imaging Leader: Dino Mesa Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 184/200 PSM WP 144 400 04/2016 — 12/2023 Institution: INAF - Osservatorio Astronomico di Padova (Italy) Key Personnel: D. Mesa; S. Desidera (INAF-Padova); M. Janson (Stockholm); A. Vigan (LAM); M. Bonavita (Edinburgh); R. Claudi (INAF-OAPD); V. D’Orazi (INAF-Padova) Objectives: Define optical and infrared follow-up strategies for high-quality AO imaging, sparse-aperture masking, and space-based imaging, to contribute to the elimination of false positives. Define and assess AO imaging strategies for potential characterization of planetary systems detected by PLATO. Tasks: 1. Evaluate the scientific literature, with special reference to the experience gained by the CoRoT, Kepler, Kepler2, CHEOPS and TESS projects in this context 2. Definition of efficient and effective strategies of follow-up AO imaging observing 3. Identification of observatories suited to making these follow-up observations Input: 1. Scientific literature 2. PLATO documentation 3. Manuals and web sites of potential ground-based follow-up facilities Dependencies: Information exchange with other WPs Output: Reports and documents Deliverables: Document with specification of information to be provided to the Ancillary Database (WP 350 000) Milestones: L-3yr: Evaluation of ground based high-contrast imaging follow-up facilities available to PLATO (AO on 8m class telescopes and beyond) L-2yr: Establish detailed methodologies for high-contrast imaging, and analysis software L-2yr: Establish follow-up science teams L-1yr: On-sky end-to-end evaluation of these techniques L: Final version of methodology Risks: If false positive transit detections due to diluted eclipses, or even due to diluted transits of giant planets, are not identified with a high level of completeness, then undetected false positives will lead to ambiguous small-planet detections PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 185/200 Candidate Classification Leader: M. Bonavita Rev.: 5 Development phase PSM WP 144 500 04/2016 — 12/2023 Institution: Edinburgh (UK) Key Personnel: M. Bonavita; A. Vigan (LAM); S. Desidera (INAF-Padova); M. Janson (Stockholm); R. Claudi (INAF-OAPD); V. D’Orazi (INAF-Padova) Objectives: Identify the nature of the candidates close to PLATO targets (physical companions vs. field objects) down to substellar objects for a better understanding of the environment of PLATO targets and the architecture of the planetary systems discovered with PLATO Tasks: 1. Develop procedure to identify the nature of candidates close to PLATO targets found by WP 144 000 (physical companions vs. field objects) 2. Develop procedure for characterization of stellar companions of PLATO targets 3. Develop procedure for characterization of substellar companions in wide orbits around PLATO targets Input: Candidates close to PLATO targets from WPs 144 100, 144 200, 144 300, 144 400 Results of simulations with contamination/companions probabilities (WP 130 000) Dependencies: Interface with WP 130 000, WP 350 000, and with other PLATO follow-up WPs Output: Reports and documents Deliverables: Document with definition of the adopted procedures for the classification of objects close to PLATO targets and the characterization of the companions. Data to be provided to the Ancillary Database (WP 350 000) Milestones: L-2yr: Establish procedures for candidate classification and characterization L-2yr: Establish dedicated team L: Final version of methodology Risks: Incomplete evaluation of the environment of planets identified by PLATO in terms of stellar companions and substellar companions in wide orbits PSM WPDs DEVELOPMENT Additional Exoplanet Follow-Up Leader: Xavier Bonfils Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 186/200 PSM WP 145 000 04/2016 — 12/2023 Institution: IPAG (France) Key Personnel: X. Bonfils; R. Alonso (IAC); F. Bouchy (LAM); D. Ehrenreich (Geneva); G. Hébrard (IAP/OHP); A. Lecavelier (IAP); S. Udry (Geneva); H. Rauer (DLR); F. Selsis (Bordeaux, CNRS); A. Bonomo (INAF-Torino); P. Wheatley (Warwick); I. Snellen (Leiden); A. Santerne (CAUP); A. Triaud (Toronto); I. Skillen (IAC); G. Piotto (Padova) Objectives: Prepare and coordinate follow-up observations to increase the scientific return on the mission. The characterization of PLATO planets takes place after their planetary nature has been established (from PLATO light curves plus ground based photometry and RV follow-up). It aims at measuring their physical properties and their chemical composition. It will also measure complementary orbital parameters, such as orbit obliquities, and possibly detect additional planets. Tasks: 1. Identify and list existing and in-development methods that can provide additional characterization for the planetary systems detected. 2. Match methods with existing and foreseen facilities. Estimate the demand on telescope time. Define a strategy to rank targets regarding planet characterization. 3. Define strategy for observations and for rapid response soon after PLATO planets are detected. Define recommendation requirements for the community. Input: 1. Estimation of the planet population expected to be detected by PLATO, with their basic physical properties (mass, radius, period) 2. The physical properties of their host stars (distance, mass, radius, luminosity, etc.) Dependencies: WP 110 000 (WP 113 000, WP 115 000, WP 116 000), WP 130 000, WP 141 000, WP 142 000; Information exchange with WP 114 000 Output: 1. List of facilities 2. Physical properties: planetary structure, T-P profile of atmospheres, orbital obliquities … 3. Chemical composition: abundance of atomic and molecular species Deliverables: Doc: Method inventory. Doc: Requirements for the recommendations issued to the community for the observations Milestones: 03/2017: Preliminary agreement with major available observing facilities 12/2019: Define observing strategy regarding planet characterization Risks: Expected performances may vary according to available facilities and method developments. But risks are also spread on various methods and a wide range of facilities. Also, this WP comes only other WPs completed the detection of PLATO planets, and therefore as a second priority. PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 187/200 Transmission Spectroscopy Follow-up Leader: David Ehrenreich Rev.: 5 Development phase PSM WP 145 100 04/2016 — 12/2023 Institution: University of Geneva (Switzerland) Key Personnel: D. Ehrenreich; X. Bonfils (IPAG); A. Lecavelier (IAP); H. Rauer (DLR); F. Selsis (Bordeaux, CNRS); P. Wheatley (Warwick) Objectives: This WP aims at optimising the scientific return of PLATO by assessing the atmospheric characterisation potential of discovered planets with transmission spectroscopy. For each planet in the PLATO sample, it will guide observers to the more adapted ground- or space-based facilities that could be used to detect atmospheric markers relevant in both different wavelength domains and different spectral resolutions. Tasks: 1. Establish which atmospheric signatures are the more relevant markers used to characterise PLATO planets with transmission spectroscopy in different spectral domains (task divided in two sub-WPs). 2. Survey the existing and foreseen facilities contemporary to PLATO (JWST, WSO-UV, VLT, GTC, EELT, etc.) suitable for transmission spectroscopy observations in different domains (X, UV, visible, IR, and beyond) and estimate how much telescope time would be needed to detect the identified atmospheric markers (task divided in 6 sub-WPs, organized by spectral domains and instruments). Input: 1. "Bulk" properties of PLATO planets from adapted population synthesis models. 2. Atmospheric properties of PLATO planets from atmospheric models. 3. Properties of the PLATO stellar sample (spectral types, fluxes, spectra, limb darkening coefficients). Dependencies: WP 113 000, WP 116 400, WP 116 500, WP 122 300, WP 123 000, WP 131 000, WP 140 000, WP 146 000. Output: 1. List of available facilities 2. Atmospheric signatures which are relevant markers used to characterise PLATO planets with transmission spectroscopy Deliverables: Report synthesizing the characterization potential for the instruments considered. Milestones: 03/2017: Preliminary agreement with major available observing facilities 12/2019: Define observing strategy Risks: Expected performances may vary according to available facilities and method developments. But risks are also spread on various methods and a wide range of facilities. Also, this WP comes only after other WPs completed the detection of PLATO planets, and therefore as a second priority. PSM WPDs DEVELOPMENT Secondary Eclipse and Phase-Variation Spectroscopy Leader: Roi Alonso Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 188/200 PSM WP 145 200 04/2016 — 12/2023 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: R. Alonso; A. Bonomo (INAF-Torino); D. Ehrenreich (Geneva); M. Gillon (Liège); I. Snellen (Leiden) Objectives: Prepare and coordinate the activities of secondary eclipse and phase-variation studies on PLATO discovered planets. Extending the wavelength detection of the light coming from the planets allows a deeper understanding of the atmospheric dynamics and composition. For each planet in the PLATO sample, it will guide observers to the more adapted ground- or space-based facilities. Tasks: 1. 2. Define and develop tools to compute the emission and reflective spectra for different types of planets. Define and develop tools to estimate the strength of occultation and phase signatures for specific atomic and molecular species for different types of planets 3. Determine the degree of characterization achievable for different types of planets. Compare the advantages of occultation and phase-variation methods 4. Make the inventory of existing and foreseen facilities that are contemporary to PLATO and suitable for both occultation and phase-variation spectroscopy observations. 5. Estimate the amount of telescope time required for the characterization of PLATO planets. Define a merit function or a strategy to prioritize the targets. 6. Define requirements to coordinate the target repartition with the community Input: 1. 2. Simulated planet population expected for PLATO (mass, radius, orbital period) The physical properties of their host stars (distance, mass, radius, luminosity, etc.) Dependencies: WP 113 000, WP 116 400, WP 116 500, WP 122 300, WP 123 000, WP 131 000, WP 140 000, WP 146 000. Information exchange with WP 114 xxx Output: 1. List of facilities. 2. Expected measurable physical properties of the PLATO planets. (Tables & plots). 3. Strategy to prioritize the targets. Deliverables: Reports for mid-term and final reviews. Milestones: 03/2017: Preliminary agreement with major available observing facilities 07/2019: Definition of observing strategy Risks: Expected performances may vary according to available facilities and method developments. But risks are also spread on various methods and a wide range of facilities. Also, this WP comes only after other WPs completed the detection of PLATO planets, and therefore as a second priority. PSM WPDs DEVELOPMENT Developing Techniques for Atmosphere Characterization Leader: Xavier Bonfils Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 189/200 PSM WP 145 300 04/2016 — 12/2023 Institution: IPAG (France) Key Personnel: X. Bonfils Objectives: Watch new technical developments of potential interest for the characterization of PLATO planets. Many techniques to characterize planets have not yet reached maturity or are not yet sensitive enough for exoplanetary science, but might be for PLATO planets. Tasks: 1. Watch the technical developments of high-angular resolution techniques for the characterization of PLATO planets (closure phase interferometry, aperture masking, adaptive optics, nulling…) 2. Watch the technical developments of precise astrometry (VLT/Gravity, ESA/THEIA, etc.) for possible addition to GAIA data. 3. Watch for yet different techniques Input: Literature Dependencies: WP 145 XXX Output: Optimum technical approach for planet characterization Deliverables: Report Milestones: 07/2017: Overview on technical developments of interest 12/2019: Final report Risks: Acceptable risk PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 190/200 Rossiter-McLaughlin Observations Leader: Guillaume Hébrard Rev.: 5 Development phase PSM WP 145 400 04/2016 — 12/2023 Institution: IAP/OHP (France) Key Personnel: G. Hébrard; F. Bouchy (LAM); A. Collier Cameron (St Andrews); M. Gillon (Liège); Lecavelier (IAP); A. Santerne (CAUP); A. Triaud (Toronto) A. Objectives: Prepare and coordinate the activities of radial-velocity measurements of the Rossiter-McLaughlin effect Tasks: 1. Define and develop tools to compute the Rossiter-McLaughlin (RM) effect, in classical way and tomographic way. 2. Assess which planetary candidates may benefit from RM measurements to establish their planetary nature. Define in which configuration the RM amplitude is larger than the Keplerian amplitude. 3. Evaluate the need to account for RM when transmission spectroscopy is performed at high spectral resolution. 4. Prepare for the organization and coordination of the observations of the RM curves for the PLATO transiting planet candidates Input: 1. Estimation of the planet population detected by PLATO, with their basic physical properties (mass and radius) 2. 3. The physical properties of their host stars, in particular their project rotational velocity v*sini Dependencies: WP 142 XXX, WP 145 100, WP 114 XXX Output: Estimation of the needed ground-based telescopes facilities and observing time Deliverables: 1. Algorithms to model the Rossiter-McLaughlin effect 2. Tools to fit data to the model Milestones: 07/2017: Specifications and requirements for tools and algorithms 07/2019: Test and scientific validation of these tools. Risks: This WP comes only after other WPs completed the detection of PLATO planets, and therefore as a second priority with acceptable risks PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 191/200 Additional Long Term Follow-Up (RV and Transit Timing) Leader: François Bouchy Rev.: 5 Development phase PSM WP 145 500 04/2016 — 12/2023 Institution: LAM (France) Key Personnel: F. Bouchy; X. Bonfils (IPAG); S. Udry (Geneva); I. Skillen (IAC); G. Piotto (Padova) Objectives: Prepare and coordinate the activities of long-term radial velocity and transit timing follow-up for the search for additional planets in the planetary systems found by PLATO. Evaluate the benefits of long-term radial velocity follow-up for long-period planets unseen in the PLATO light curves. Evaluate the benefits of long-term groundbased photometric follow-up for transit timing variation of planets found by PLATO. Tasks: 1. Assess the benefit of additional radial velocities (RVs) and transit timing (TTs) to detect more planets and how these complementary detections would compare with the population of planets detected by PLATO 2. Evaluate the need of complementary RVs and TTs to refine the orbital elements after the planets have been established 3. Evaluate the observational effort (with WP 143 000 and WP 142 000) Input: 1. Estimation of the planet population detected by PLATO, with their basic physical properties (mass, radius, period) 2. The physical properties of their host stars Dependencies: WP 140 000, WP 143 000, WP 142 000, WP 112 600, WP 112 420, WP 112 520 Output: Estimation of the needed ground-based telescopes facilities and observing time Deliverables: Assessment and evaluation reports Milestones: 03/2017: Mid-term review 12/2019: Final review Risks: Same as RV follow-up (WP 142 XXX) and ground-based photometric follow-up (WP 143 XXX) PSM WPDs DEVELOPMENT Spectroscopy Leader: Artie P. Hatzes Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 192/200 PSM WP 146 000 Development phase 04/2016 — 12/2023 Institution: Thüringer Landessternwarte Tautenburg (Germany) Key Personnel: A. P. Hatzes; L. Buchhave (NBI); I. Boisse (LAM); C. Lovis (Geneva); N. Santos (Porto); W. Guenther (TLS), P. Petit (OMP); S. Sousa (CAUP); D. Gandolfi (ZAH) E. Objectives: st Coordination of sub-work packages related to the 1 order spectroscopic analysis of PLATO Objects of Interest (POI). To define this, this package will provide a rapid first estimation of stellar parameters, which can be used to screen out unsuitable stars (e.g. giant stars). Activity indicators will be defined and used to estimate the influence of stellar noise on the radial velocity determination and to plan observing strategies. Tasks: Coordinate the work of sub-WPs, and ensure that tasks are completed, and milestones met. Input: 1. Define activity indicators to be estimated from spectra. Develop strategies to improve the RV measurements in the visible using spectra of active stars (WP 144 100). st 2. Define tools for the 1 order estimate (on site) of the spectral type from spectral observations obtained during the follow-up (e.g. removal of giant stars from the priority list). Dependencies: WP 140 000, WP 141 000, WP 142 000, WP 142 200, WP 142 300, WP 142 600. WP 144 100, WP 144 200, WP 146 000, WP 147 000 Output: 1. Inventory of low-precision spectrographs available for the project. 2. Expected amount of observing-time required to carry out the observations. 3. Expected amount of time and manpower to carry out the observations and reduce the data. 4. Estimate number of candidates that require further RV-observations at higher precision. Deliverables: Reports and algorithms to carry out screening. Estimate of time required after a candidate has been identified until screening is finished. Milestones: 12/2016: Scientific specification of tools 12/2017: Tests with synthetic/real data 12/2018: Implementation of scheme Risks: Minimal risks in development phase PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 193/200 Activity Indicators and Doppler Information on Active Stars Leader: Christophe Lovis PSM WP 146 100 Development phase Institution: Geneva University (Switzerland) Key Personnel: C. Lovis; I. Boisse (LAM), E. W. Guenther (TLS), A. Hatzes (TLS) Objectives: To develop strategies to improve the radial velocity (RV) measurement of active stars. Tasks: 1. Define activity indicators to be estimated from spectra. 2. Develop tools for corrections to RV Input: Spectra of active stars Dependencies: WP 142 300, WP 142 400, WP 142 500, WP 142 600 Output: Algorithms for correcting radial velocities for activity Deliverables: Documents and algorithms Milestones: 07/2013: Scientific specification of tools 01/2016: Tests with synthetic/real data 11/2018: Implementation of scheme Risks: Minimal risks Rev.: 5 04/2016 — 12/2023 PSM WPDs DEVELOPMENT Tools for Spectral Classification Leader: Lars Buchhave Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 194/200 PSM WP 146 200 04/2016 — 12/2023 Institution: Niels Bohr Institute (Denmark) Key Personnel: L. Buchhave; A. Hatzes (TLS); E. W. Guenther (TLS); S. Sousa (CAUP) Objectives: st Define Tools for the 1 order estimate (on site) of the spectral type of the star that will be obtained from follow-up observations. Tasks: Specify pipeline for obtaining spectral parameters Input: Synthetic and real stellar spectra at various resolutions Dependencies: WP 142 300, WP 142 400, WP 142 500, WP 142 600 Output: Basic Stellar parameters Deliverables: Pipeline for efficient spectral typing Interface for distributing information Documents and Algorithms Milestones: 07/2017: Scientific specification of tools 01/2020: Tests with synthetic/real data 11/2022: Implementation of scheme Risks: Acceptable risks PSM WPDs DEVELOPMENT Infrared Spectroscopy Leader: Pedro Figueira Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 195/200 PSM WP 146 300 04/2016 — 12/2023 Institution: University of Porto (Portugal) Key Personnel: P. Figueira; N. Santos (Porto); E. W. Guenther (TLS); P. Figueira (Porto) Objectives: Define Tools for radial velocity measurements in the Infrared Tasks: Define activity indicators for the infrared Input: 1. Infrared spectra of active stars 2. Model atmospheres Dependencies: WP 142 300, WP 142 400, WP 142 500, WP 142 600 Output: Specifications of tools and algorithms Deliverables: IR diagnostics Milestones: 07/2017: Scientific specification of tools 01/2020: Tests with synthetic/real data 11/2022: Implementation of scheme Risks: Acceptable risks Rev.: 5 PSM WPDs DEVELOPMENT Spectropolarimetric Follow-Up Leader: Pascal Petit Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 196/200 PSM WP 146 400 04/2016 — 12/2023 Institution: OMP (France) Key Personnel: P. Petit; T. Böhm (OMP), J. Morin (Göttingen); R. Farès (INAF-Catania); S. Berdyugina (Freiburg); O. Kochukhov (Uppsala) Objectives: Prepare and coordinate the activities of spectropolarimetric follow-up in the planetary systems found by PLATO. Evaluate the benefits of spectropolarimetry in the filtering of the activity jitter, in the study of star-planet interaction, and in the detection of light reflected by the planet. Propose the development of visible or NIR spectropolarimetric facilities required by follow-up of PLATO targets. Tasks: 1. Estimate the benefit of spectropolarimetric observations to improve the filtering of activity jitter. 2. Evaluate the potential of spectropolarimetric observations to study the stellar imprint of the star-planet interaction (magnetospheric interaction or tidal coupling) 3. Assess the capabilities of spectropolarimetry in the detection and characterization of polarized light reflected by the surface of exoplanets. 4. Identify a sub-sample of PLATO targets on which to concentrate the spectropolarimetric follow-up and, if needed, propose the development of visible and/or NIR spectropolarimetric facilities to complement available instruments. 5. Prepare for the organization and coordination of the observations Input: 1. Estimation of the planet population detected by PLATO, with their basic orbital parameters (semi-major axis, eccentricity) and their physical properties (mass, radius) 2. The physical properties of their host stars (including rotation and activity) Dependencies: WP 140 000, WP 142 600, WP 144 100, WP 144 200, WP 145 000, WP 146 000 Output: Assessment study on the benefits of spectropolarimetry Deliverables: Assessment study Milestones: 07/2017: Scientific specification of tools 01/2020: Tests with synthetic/real data 11/2022: Implementation of scheme Risks: Acceptable risks PSM WPDs DEVELOPMENT Performances Assessment & FU Efficiency Leader: Stéphane Udry Institution: Geneva University (Switzerland) Key Personnel: Objectives: Tasks: Input: Dependencies: Output: Deliverables: Milestones: Risks: Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 197/200 PSM WP 147 000 04/2016 — 12/2023 PSM WPDs DEVELOPMENT Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 st Date: September 1 2015 Page: 198/200 Interfaces to Other PSM WPs and PDC Leader: Stéphane Udry Rev.: 5 PSM WP 148 000 Development phase 04/2016 — 12/2023 Institution: Geneva University (Switzerland) Key Personnel: S. Udry; NN (Geneva) Objectives: 1. Coordinate efficient passage of information between the FU activities and other work packages, primarily in the stellar area and light curve analysis, in order to meet the aims of the mission. We expect that this will be an iterative process. 2. Definition of the interfaces to the PDC. Tasks: 1. 2. 3. 4. Definition and Maintenance of interface to Exoplanet Science Definition and Maintenance of interface to Stellar Science Definition and Maintenance of interface to Complementary Science Definition and Maintenance of interface to PDC Input: Input by other Follow-Up WPs and interfaces within other science tasks and the PDC Dependencies: WP 140 000, WP 142 000, WP 143 000, WP 144 000, WP 145 000, WP 117 000, WP 128 000, WP 133 100, PDC Output: Output to other Follow-Up WPs and interfaces within other science tasks and the PDC Deliverables: Reports Milestones: 07/2019: Fist definition and documentation of interface structures 07/2021: Review and update of Interface strategy Risks: Acceptable risk PSM WPDs DEVELOPMENT Complementary Science Leader: Conny Aerts Development phase Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 199/200 PSM WP 160 000 04/2016 — 12/2023 Institution: University of Leuven (Belgium) Key Personnel: C. Aerts Objectives: 1. The first goal of WP160 is to support the core science of PLATO, which is to detect exoplanets, understand planets and planetary systems. To achieve this goal the knowledge of age, mass and chemistry of planet hosting stars has to be improved, which requires substantial updates on models of stellar structure and evolution. However, to reliably test the new codes for modelling stellar structure and evolution also stars outside the astrophysical parameter space defined by the core science have to be considered, in particular stars assembled in clusters and associations. Inadequate approximations of astrophysical processes can best be identified with stars where such effects dominate, which frequently happen for stars not subject to core science. Such stars will help to significantly improve our understanding of how stars (planet hosting or not) are working. The virtue of the large field of view of PLATO allows obtaining highest accuracy photometry for asteroseismic analyses also for such stars in the context of complementary science. Obviously complementary science will be relevant well beyond of PLATO and for astrophysics in general. An immediate goal of this WP is to provide input to the PDC and instrument operation on how to optimize the complementary science capability of PLATO. 2. The second goal of WP 160 is to provide the community with any PLATO data not related to stellar science, which may be called the “additional science” aspect of WP 160, and to provide feedback to the instrument team, PDC and PSM concerning requirements of the community. Tasks: 1. Implement, coordinate and supervise the Complementary Science work packages. 2. Organization of regular teleconferences, and face-to-face meetings of the thematic sub-teams. 3. Investigate interfaces with the instrument team, PDC and among the PSM tasks and implications for complementary science. Input: 1. Requirements of the complementary science community, 2. Performance characteristics of the PLATO instrument, 3. Specifications from the PDC Dependencies: All activities of WP 160 000 and sub-WPs are not mission-critical. Output: 1. Concepts for improving models, based on complementary science observations and activities 2. Specifications and data input to PDC, 3. PR activities Deliverables: Document on the potential for PLATO on complementary science and structured in sub-work packages. Specifications for PDC and instrument operation to include needs for the complementary science programme. Milestones: 2019: Complementary Science Conference Risk: None. The science community has expressed great interest in participating to complementary science as is demonstrated in the 160 – sub-work packages. Funding will be searched at the level of institutional and national science funds. PSM WPDs DEVELOPMENT PMC SCIENCE MANAGEMENT WORK PACKAGE DESCRIPTIONS DEVELOPMENT END Ref.: PLATO-UWA-PSMWPD-001 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 200/200