Ref.: PLATO-UWA-PSMWPD-002 PSM WPDs OPERATIONS Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 1/190 Astronomy Group, Department of Physics, University of Warwick PMC SCIENCE MANAGEMENT WORK PACKAGE DESCRIPTIONS OPERATIONS 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 OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 2/190 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 Other Detection Methods PSM WP 112 400 22 Eclipse Timing Variations in Eclipsing Binaries PSM WP 112 420 23 Phase Variations in Pulsating Stars PSM WP 112 430 24 Multi-Planet Systems PSM WP 112 500 25 Photometric Detection of Circumbinary Planets PSM WP 112 510 26 Planets in Trojan Orbits PSM WP 112 520 27 Exomoons and Binary Planets PSM WP 112 530 28 Other Multiple Systems PSM WP 112 540 29 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 3/190 Transit Time Variations and Transit Duration Variations (TTV / TDV) PSM WP 112 600 30 TTV / TDV Detection PSM WP 112 610 31 TTV / TDV Modelling PSM WP 112 620 32 Specification of Procedures to Rank Planet Candidates PSM WP 113 000 33 Rank Planet Candidates PSM WP 113 100 34 Specification for Space Based False Positive Identification Through Centroid Analysis PSM WP 113 200 35 Astrophysical False Positives PSM WP 113 300 36 Specification of Transit Fitting Tools PSM WP 114 000 37 Specify Transit Curve Modelling Tools PSM WP 114 100 38 Specify Tools for Accurate Orbital Period Determination PSM WP 114 200 39 Rossiter-McLaughlin Modelling Tools PSM WP 114 300 40 Development of PLATO Data Specific Science PSM WP 115 000 41 Astrophysical Noise Sources and Their Impact on RV Determination PSM WP 115 100 42 Improved Planetary System Characterisation PSM WP 115 200 43 Planet-Star Interactions PSM WP 115 300 44 Transits of Close-in Objects PSM WP 115 400 45 Non-Transiting Planets via REBs PSM WP 115 500 47 Development of PLATO Interpretation Specific Science PSM WP 116 000 48 Compositions & Formation of Gas & Ice Giants PSM WP 116 100 49 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 4/190 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 Stability and Resonances in Multi-Planet Systems PSM WP 116 620 67 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 5/190 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 Limb Darkening PSM WP 122 400 86 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 6/190 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 Mode Physics PSM WP 126 000 104 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 7/190 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 Project Office Assistant PSM WP 130 100 123 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 8/190 Catalogues Analysis PSM WP 131 000 124 Gaia Catalogues Analysis PSM WP 131 100 125 PLATO-Gaia Simulations PSM WP 131 150 126 Other Large Catalogues Analysis PSM WP 131 200 127 Photometric and Astrometric Catalogues PSM WP 131 210 128 M-Dwarfs PSM WP 131 220 129 M-Dwarfs as Planet Hosts PSM WP 131 221 130 Stellar Activity PSM WP 131 230 131 Binary Systems PSM WP 131 240 132 Known and Candidate Exoplanets PSM WP 131 260 133 Single Target Additional Data PSM WP 131 300 134 High Resolution and Deep Imaging PSM WP 131 310 135 Spectroscopic Data PSM WP 131 320 136 Preparatory Observations PSM WP 131 330 137 K2 Data PSM WP 131 400 138 TESS Data PSM WP 131 500 139 Contaminant Analysis PSM WP 131 600 140 Contaminant Analysis From Other Catalogues PSM WP 131 630 141 Field and Target Selection PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 9/190 PSM WP 132 000 142 Field Selection PSM WP 132 100 143 Target Selection and Prioritisation PSM WP 132 200 144 PLATO Field Contaminants PSM WP 132 300 145 False Alarm Probability PSM WP 132 320 146 Interface to Other PSM WPs and PDC PSM WP 133 000 147 Interface to Other PSM WPs PSM WP 133 100 148 Interface to PDC PSM WP 133 200 149 Interface Gaia-PLATO PSM WP 133 300 150 Interface to PLATO CCD Image Simulator PSM WP 133 400 151 Interface to TOU PSM WP 133 500 152 Coordination of PLATO Follow-Up Observations PSM WP 140 000 153 Strategy and Operation Preparation PSM WP 141 000 154 Target Distribution Requirements PSM WP 141 100 155 Aids for Optimizing Photometric and Spectroscopic Measurements PSM WP 141 200 156 Information Transfer PSM WP 141 300 157 Planet Yield Determination PSM WP 141 400 158 Radial Velocity Follow-up PSM WP 142 000 159 Radial Velocity Computation and Global Analysis Tools PSM WP 142 100 160 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 10/190 First Radial Velocity Screening [≥ 10 m/s] PSM WP 142 200 161 Intermediate Precision Radial Velocity Follow-Up [3-5 m/s] PSM WP 142 300 162 Very High-Precision RV Measurements [≤ 1 m/s] PSM WP 142 400 163 Infrared Radial-Velocity Measurements PSM WP 142 500 164 Time Critical Photometry PSM WP 143 000 165 Photometry Specific Tools PSM WP 142 100 166 Photometric Follow-Up with Small Telescopes PSM WP 143 200 167 Standard Photometric Observations PSM WP 143 300 168 Very High Precision Photometric Observations PSM WP 143 400 169 High Angular Resolution Imaging PSM WP 144 000 170 Imaging Analysis Tools PSM WP 144 100 171 Single-Epoch Seeing-Limited Imaging PSM WP 144 200 172 Reconnaissance High Resolution Imaging PSM WP 144 33 173 High Contrast Imaging PSM WP 144 400 174 Candidate Classification PSM WP 144 500 175 Additional Exoplanet Follow-Up PSM WP 145 000 176 Transmission Spectroscopy Follow-Up PSM WP 145 100 177 Secondary Eclipse and Phase-Variation Spectroscopy PSM WP 145 200 178 Developing Techniques for Atmosphere Characterization PSM WP 145 300 179 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 11/190 Rossiter-McLaughlin Observations PSM WP 145 400 180 Additional Long Term Follow-Up (RV and Transit Timing) PSM WP 145 500 181 Spectroscopy PSM WP 146 000 182 Activity Indicators and Doppler Information on Active Stars PSM WP 146 100 183 Tools for Spectral Classification PSM WP 146 200 184 Infrared Spectroscopy PSM WP 146 300 185 Spectropolarimetric Follow-Up PSM WP 146 400 186 Performance Assessment & FU Efficiency PSM WP 147 000 187 Interfaces to Other PSM WPs and PDC PSM WP 148 000 188 Complementary Science PSM WP 160 000 189 PSM WPDs OPERATIONS PSM Coordination Leader: Don Pollacco Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 12/190 PSM WP 100 000 Operations phase 01/2024 — 03/2030 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 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: 06/2024: Mission Commissioning Results Review (MCRR) 03/2030: Final reports and improved specifications, updated PDC input catalogue data to PDC 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 OPERATIONS PSM Project Office Leader: David J. A. Brown Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 13/190 PSM WP 101 000 Operations phase Institution: University of Warwick (UK) Key Personnel: D. J. A. Brown Objectives: Support coordination of the PSM activities. Tasks: 1. Organization of PSM meetings, teleconferences, etc. 2. Organization of workshop with scientific community 3. Editing of PSM documentation Input: Organization request from PSM Dependencies: Close interactions foreseen with WP 100 000 and WP 103 000 Output: 1. Organization of meetings, teleconferences, etc. 2. Documentation Deliverables: Documentation of the PSM activities Milestones: 06/2024: Mission Commissioning Results Review (MCRR) 03/2030: Final PSM reports in operation phase Risks: Acceptable risk Ref.: PLATO-UWA-PSMWPD-002 01/2024 — 03/2030 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 14/190 PSM Coordination Team Leader: Don Pollacco Rev.: 5 Operations phase PSM WP 103 000 01/2024 — 03/2030 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 PSM during the operation phases by regular telephone conferences and meetings 2. Coordinate the update on science specifications and priorities between each PSM task needed to achieve the science goals 3. Agree on the updates on science specifications to be implemented in the PDC 4. Review the implementation of PSM specifications and input at the PDC Input: Activities and reports from PSM task coordinators; documentation of results obtained; report on implementations in PDC. Dependencies: Close interactions foreseen with 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: 06/2024: Mission Commissioning Results Review (MCRR) Risks: Late delivery of any of the outputs from the PSM will impact on the work of the PDC PSM WPDs OPERATIONS Exoplanet Science Coordination Leader: Don Pollacco Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 15/190 PSM WP 110 000 01/2024 — 03/2030 Institution: University of Warwick (UK) Key Personnel: D. Pollacco Objectives: Coordination of exoplanet work packages for input to PDC. Tasks: 1. 2. 3. 4. Liaise with work package coordinators over progress in meeting their objectives Liaise and respond to the PMC Science Management Coordinator over project requirements Attend meetings (etc.) as required Provide updated scientific specification for both algorithm & tools Input: 1. 2. 3. 4. PLATO Red Book Scientific literature Implemented algorithms by the PDC Scientific validation and updated specifications of the algorithms by all Exoplanet Science WP’s Dependencies: All sub-packages Output: 1. Successful review of exoplanet work packages and recommendations as input to PDC on a yearly timescale. 2. Scientific validation and updated specifications of the algorithms Deliverables: Reports from each work packages listing recommendations for performance evaluation and improvements during operations phase. Milestones: 06/2026: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Late delivery of any of the outputs from these work packages will impact on the work of the PDC. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 16/190 Coordination of Tools for Lightcurve Filtering Leader: Antonino F. Lanza Rev.: 5 PSM WP 111 000 Operations phase 01/2024 — 03/2030 Institution: INAF-Catania (Italy) Key Personnel: A. F. Lanza; S. Aigrain (Oxford); F. Faedi (Warwick) Objectives: Coordination of the activities of the work packages from WP 111 100 to WP 111 200. Tasks: 1. Coordination of the validation work that consists in checking that the procedures to estimate and correct the impact of residual instrumental noise and intrinsic stellar noise on PLATO light curves are fully adapted and work properly with real PLATO data; 2. Coordination of the work for deriving new specifications of procedures, algorithms, and theoretical models, if necessary; 3. Coordination of the work to reduce the impact of the noise on PLATO data of the planet host stars, in particular for targets that need a specific treatment; 4. Coordination of the theoretical work based on PLATO light curves, seismic data, and follow up observations to learn more about intrinsic stellar noise. This requires to coordinate the flux of information towards and from other WPs external to 111 000. This ought to lead to further improvements in the physical description of stars and to a third generation of stellar models. This will further improve the accuracy of the derived stellar and planetary characteristics; 5. Organization of working and review meetings gathering the leaders of the WPs Input: 1. 2. 3. 4. Scientific literature PLATO Red book Current PLATO performance estimation PLATO light curves Dependencies: Input from and output from WPs 112 000, 114 000, and 117 000, PLATO End-to-End Simulator Output: Understanding of stellar noise on PLATO photometry and its impact on transit detection and modelling in collaboration with WP 112 000 and 114 000; 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: 02/2024-12/2024: Improvements of the procedures, algorithms, and theoretical models after testing with real PLATO data 01/2025-07/2025: Theoretical developments to improve the physical description of stellar noise based on our improved knowledge of stellar physics and PLATO data 08/2025-03/2030: Delivery of the third generation of validated models and procedures related to the characterization of the intrinsic noise of the host stars and of the residual instrumental noise in general. Meetings with the WP 111 XXX leaders twice a year Risks: Acceptable risks of delay for delivering the third generation of methods to account for intrinsic and residual instrumental noise, scaling relationships, and theoretical models related to them PSM WPDs OPERATIONS Specification of Tools for Lightcurve Filtering Leader: Suzanne Aigrain Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 17/190 PSM WP 111 100 01/2024 — 03/2030 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. Test of light curve filtering algorithms with PLATO-DR1 data, and algorithms optimization. Interaction with the Science Coordinator and PDC. Tasks: 1. Continued evaluation of scientific literature 2. Testing algorithms for different types of variability using PLATO-DR1 data 3. Algorithm optimization using PLATO photometry Input: 1. Scientific literature 2. PLATO Red book 3. PLATO DR1 data Dependencies: WP 111 100: Instrumental systematics reduction Output: Understanding and removal of stellar noise on PLATO transit photometry Deliverables: Report on status and tests of algorithms. Milestones: Optimal de-trending algorithms for stellar intrinsic variability. Understanding and mitigation of stellar variability on levels only accessible with PLATO exceptional photometric precision, observation cadence and length. 09/2024: Assessment of algorithms performance, interaction with the Science Coordinator and PDC 01/2025: Analysis on DR1 data to assess Statistical analysis of transit detection in variability dominated lightcurves 2027 – 2030: Algorithms maintenance/updating using new knowledge on PLATO data. Risks: If variability is not properly understood detectability of small planets will only be possible around the quietest stars, and more transits will be required for detection. PSM WPDs OPERATIONS Specification of Tools for Detecting and Filtering Residual Instrumental Noise Leader: Don Pollacco Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 18/190 PSM WP 111 200 01/2024 — 03/2030 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. 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. Input: 1. 2. 3. 4. 5. Scientific literature PLATO Red book Current PLATO performance estimation CoRoT and Kepler datasets Data release 1 (PLATO) Dependencies: Exchange of information and coordination with WP 112 000 and WP 114 000 Output: Mitigation of the effects of residual instrumental noise on PLATO photometry. For example residuals correlation with colour, magnitude, time scales of observation. Test for the optimal de-trending technique. Deliverables: Optimized tools for the filtering of instrumental noise especially relevant for small planets, circumbinary planets etc. Milestones: Test algorithms for filtering residual noise using PLATO first data release. Work closely with WP 112 000 and WP 114 000 to improve and characterize PLATO noise pattern: 09/2024: Test algorithms performance with first PLATO-DR1 data. 09/2024: Preliminary reports to the Science Coordinator and PDC 12/2024: Fine tuning/optimization of operation-stage algorithms. Exchange/interaction with WP 112 000 and WP 114 000 for optimization. 2027 – 2030: Algorithms maintenance/updating using new knowledge on PLATO data. 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 OPERATIONS Specification of Planet Detection Tools Leader: Juan Cabrera Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 19/190 PSM WP 112 000 01/2024 — 03/2030 Institution: DLR (Germany) Key Personnel: J. Cabrera; NN (DLR) Objectives: Coordination and scientific validation of the work of the sub-work packages related to improvements and updates of the planet detection 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 updates of the algorithms and requirements based on real PLATO data. Tasks: 1. Liaise with sub-work package leaders 2. Liaise with Exoplanet coordinator 3. Responsible for reports and updated algorithms from sub-work packages Input: 1. 2. 3. 4. Scientific literature PLATO Red Book PLATO performance PLATO data Dependencies: Close interactions foreseen with the WP 111 000; 113 000; 114 000 and sub-WP Output: Planet detection updated algorithms and strategies Deliverables: Reports from sub-work packages and scientific specifications and updated tools Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. 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 OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 20/190 Transit Detection Tools Leader: Juan Cabrera Rev.: 5 PSM WP 112 100 Operations phase 01/2024 — 03/2030 Institution: DLR (Germany) Key Personnel: J. Cabrera; NN (DLR); S. Aigrain (Oxford); R. Alonso (IAC); A. Bonomo (INAF-Torino); L. Carone (Leuven); S. Carpano (ESTEC/ESA); P. Eigmüller (DLR); A. Ofir (Weizmann); M. Pätzold (Köln); Objectives: Scientifically review the actual performance of the transit detection algorithms with real data. Make sure that the expected performances are achieved. Provide updates of the algorithms and specifications. Tasks: 1. Verify that the algorithms perform as expected with real data from the satellite 2. Suggest improvements based on the results of the analysis of the first pointings 3. Provide updates Input: 1. 2. 3. 4. Scientific literature PLATO Red Book PLATO performance PLATO data Dependencies: WP 110 000, WP 116 000, WP 160 000,WP 112 000, PLATO End-to-End Simulator Output: Report on the activities done. Provide improvements and updates. Deliverables: Report and updates on scientific specifications of algorithms Milestones: 05/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. 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 OPERATIONS Detection of Single and Unusual Transit Events Leader: Don Pollacco Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 21/190 PSM WP 112 200 01/2024 — 03/2030 Institution: University of Warwick (UK) Key Personnel: D. Pollacco; F. Faedi (Warwick); J. Cabrera (DLR); A. Erikson (DLR) Objectives: Realistic detection probabilities and statistics from single and / or unusual transit events Test / optimization of de-trending techniques. Analysis of real post-de-trended PLATO light curves is crucial for individual-transit detection; PLATO’s real levels of residual noise (or variability) could prevent detection of individual, shallow signals. Test detection of unusual light curve morphology, including transits, using Correlation Plots. Estimate real detection probability of singular events for a range of observation timespans, expected orbital periods, and host spectral types, accounting for PLATO’s residual noise level. Tasks: 1. Assessment of detection algorithms’ performance using PLATO first release data. 2. Algorithm optimization for PLATO photometry. 3. Determination of real statistic of detection reliability for single and / or unusual events. Input: 1. Scientific literature 2. PLATO Red book 3. PLATO DR1 data Dependencies: Exchange of information and coordination with WP 111 000, WP 114 000; PLATO End-to-End Simulator Output: Realistic estimate of ability and efficiency of individual transit detection. Optimized solutions for PLATO data sets. Deliverables: Report on status and scientific tests of algorithms. Milestones: 09/2024: Assessment of algorithm performance and interaction with the Science Coordinator and PDC 06/2025: First statistical analysis using first data release assessing realistic detection limits fro individual transits. 12/2026: Algorithms improvements for individual transit detection on long timescale, Earth analogues, circumbinary planets. 2027 – 2030: Algorithms maintenance/updating using new knowledge on PLATO data. Risks: Ability and efficiency of transit detection will be impaired without an optimized solution for PLATO data sets. PSM WPDs OPERATIONS Other Detection Methods Leader: Roberto Silvotti Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 22/190 PSM WP 112 400 01/2024 — 03/2030 Institution: INAF-Torino (Italy) Key Personnel: R. Silvotti; V. Nascimbeni (INAF-Padova); S. Dreizler (Göttingen); S. Schuh (MPSSR); M. Burleigh (Leicester); Sz. Csizmadia (DLR); F.V. Hessman (Göttingen) Objectives: To use PLATO photometry to detect planets 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 within WP 160. 3. Monitoring of data products 4. Tuning of analysis tools. 5. Arrange of follow-up observations. Input: 1. Light curve processing 2. Stellar parameters 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 within WP 160. Output: Confirmed performance of data reduction with feedback for PDC. Definition of follow-up observations. Deliverables: Reports for Science Coordinator and PDC. Milestones: 06/2025: Performance assessment report 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data 2026: Observing plan for follow-up observations Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Low risk PSM WPDs OPERATIONS Eclipse Timing Variations in Eclipsing Binaries Leader: Stefan Dreizler, Sonja Schuh Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 23/190 PSM WP 112 420 01/2024 — 03/2030 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. Monitoring of data products 2. Tuning of analysis tools. 3. Arrange follow-up observations. Input: 1. Light curve processing 2. Stellar parameters Dependencies: Coordination with WP 112 500 (Multi-planet Systems), WP 367 400 (Circumbinary Planet Parameters). Output: 1. Confirmed performance of data reduction with feedback for PDC. 2. Fine tuning of algorithms with feedback for PDC. 3. Definition of follow-up observations. Deliverables: Reports for Science Coordinator and PDC. Milestones: 06/2025: Performance assessment report 2026: Observing plan for follow-up observations Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Low risk PSM WPDs OPERATIONS Phase Variations in Pulsating Stars Leader: Roberto Silvotti Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 24/190 PSM WP 112 430 01/2024 — 03/2030 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). Extend PLATO discovery space to relatively unexplored types of stars. Tasks: 1. Perform scientific validation of the algorithms assessed during the Development phase, including false positives. 2. Fine-tuning of algorithms and analysis tools on real Plato data. 3. Monitoring of data products. 4. Define and perform the needed follow-up observations. 5. Write relevant documents/reports. Input: 1. Light curve processing 2. Stellar parameters Dependencies: Coordination with relevant sub-WPs within WP 160. Output: 1. Confirmed performance of data reduction with feedback for PDC. 2. Fine tuning of algorithms with feedback for PDC. 3. Definition of follow-up observations. Deliverables: Reports Milestones: 06/2025: Performance assessment report 2026: Observing plan for follow-up observations Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Low risk PSM WPDs OPERATIONS Multi-Planet Systems Leader: Silvano Desidera Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 25/190 PSM WP 112 500 Operations phase 01/2024 — 03/2030 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 Development Phase documentation 3. PLATO data Dependencies: Coordination with WP 112 400 needed Output: 1. Reports on detectability of planets in multiple systems with PLATO 2. Detection algorithms for photometric detections of multi-planet systems Deliverables: Interim Report, Final Report, Requirements for PDC (detection algorithms) Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Reduced scientific impact of mission. PSM WPDs OPERATIONS Photometric Detection of Circumbinary Planets Leader: Hans J. Deeg Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 26/190 PSM WP 112 510 01/2024 — 03/2030 Institution: IAC (Spain) Key Personnel: H.J. Deeg; 1 postdoc Objectives: 1. Detection/characterization of circumbinary planets, from PLATO photometric data, towards a maximisation in the numbers and variety of circumbinary planets detected. 2. Optimization of PLATO mission design and of protocols for observing or data-handling towards a maximum science return of this WP 3. Optimization of existing or newly developed detection methods. Tasks: 1. Scientific validation of detection algorithms for circumbinary planets (using real PLATO data) 2. Identification of updates on algorithms for photometric identification of circumbinary planets 3. Analysis and scientific interpretation of PLATO data of circumbinary planets (including e.g. dynamical modelling) 4. Provide inputs for follow-up observations Input: 1. Scientific literature 2. PLATO Development Phase documentation 3. PLATO data Dependencies: 1. Specification of PLATO mission parameters, 2. Performance and data format. Output: Review of published knowledge. Detection algorithms, Development of theory (as required) to fully exploit PLATO data in this area Deliverables: 1. Reports on validation of detection algorithms and upgrades of detection algorithms to be implemented 2. Planetary parameters 3. Input for follow-up observations Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Unknown abundance of circumbinary planets does not permit that their discovery will be guaranteed. PSM WPDs OPERATIONS Planets in Trojan Orbits Leader: Francesco Marzari Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 27/190 PSM WP 112 520 Operations phase 01/2024 — 03/2030 Institution: University of Padova (Italy) Key Personnel: F. Marzari; G. Picogna (INAF-Padova) Objectives: Detection of Trojan planets (either co-orbital companions of planets or in binary systems) using PLATO. Tasks: 1. Scientific validation of detection algorithms for planets in Trojan orbits (using real PLATO data) 2. Identification of updates on algorithms for photometric identification of planets in Trojan orbits in their various configurations 3. Analysis and scientific interpretation of PLATO data of planets in Trojan orbits (including e.g. dynamical modelling) 4. Provide inputs for follow-up observations Input: 1. Scientific literature 2. PLATO Development Phase documentation 3. PLATO data Dependencies: Detectability of Trojan planets using timing techniques considered in WP 112 400 Output: Review of published knowledge. Detection algorithms, Development of theory (as required) to fully exploit PLATO data in this area, Scientific papers Deliverables: 1. Reports on validation of detection algorithms and upgrades of the specifications of detection algorithms to be implemented 2. Planetary parameters 3. Input for follow-up observations Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Unknown abundance of Trojan planets does not permit that their discovery will be guaranteed. PSM WPDs OPERATIONS Exomoons and Binary Planets Leader: Gyula Szabo Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 28/190 PSM WP 112 530 01/2024 — 03/2030 Institution: Konkoly Observatory (Hungary) Key Personnel: G. Szabo; A. E. Simon (Konkoly) Objectives: The main task of this WP in the operations phase is to improve and validate the tools developed in the development phase that will enable us to identify binary exoplanets and moons orbiting extrasolar planets directly in the raw photometric data. These algorithms will be applied to all transiting planets and candidates identified by PLATO. Tasks: 1. Scientific validation of detection algorithms for exomoons and binary (using real PLATO data) 2. Identification of updates on algorithms for photometric identification of exomoons and binary planets in their various configurations 3. Analysis and scientific interpretation of PLATO data on exomoons and binary planets (positive detections, upper limits, including e.g. dynamical modelling) 4. Provide inputs for follow-up observations Input: 1. Scientific literature 2. PLATO Development Phase documentation 3. PLATO data Dependencies: Interface with WP 112 400 for the detection of exomoons using timing Output: Review of published knowledge. Detection algorithms, Development of theory (as required) to fully exploit PLATO data in this area, Scientific papers Deliverables: 1. Reports on validation of detection algorithms and upgrades of detection algorithms to be implemented 2. Planetary parameters 3. Input for follow-up observations Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Unknown abundance of exomoons and binary planets does not permit that their discovery will be guaranteed. PSM WPDs OPERATIONS Other Multiple Systems Leader: Silvano Desidera Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 29/190 PSM WP 112 540 Operations phase 01/2024 — 03/2030 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. Scientific validation of detection algorithms for planets in multiple systems (using real PLATO data) 2. Identification of updates on algorithms for photometric identification of multi-planet systems in their various configurations 3. Analysis and scientific interpretation of PLATO data of planets in multiple systems (including e.g. dynamical modelling) 4. Provide inputs for follow-up observations Input: 1. Scientific literature 2. PLATO Development Phase documentation 3. PLATO data Dependencies: Coordination with WP 112 400 on synergy between photometric and timing methods to detect multi-planet systems Output: Review of published knowledge. Detection algorithms, Development of theory (as required) to fully exploit PLATO data in this area, Scientific papers Deliverables: 1. Reports on validation of detection algorithms and upgrades of detection algorithms to be implemented 2. Planetary parameters 3. Input for follow-up observations Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Reduced scientific impact of mission. PSM WPDs OPERATIONS Transit Time Variations and Transit Duration Variations (TTV / TDV) Leader: Valerio Nascimbeni Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 30/190 PSM WP 112 600 01/2024 — 03/2030 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 scientific validation of the algorithms defined by the sub-WPs during the Development phase, and of ongoing updates to the algorithms based on real PLATO data. 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. 2. 3. 4. 5. 6. Light curve processing Stellar parameters PLATO red book PLATO specifications PLATO light curves Kepler, CoRoT, K2, TESS 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) Output: 1. Refined algorithms with feedback for PDC. 2. Definition of follow-up observations. Deliverables: 1. Observing plan for follow-up observations. 2. Reports/documents for PDC. Milestones: 06/2025: Performance assessment report 2026: Observing plan for follow-up observations Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: TTV analysis could not be enough to derive a unique orbital solution on some systems, or can be too much computationally intensive; follow-up in those cases will be much more demanding. PSM WPDs OPERATIONS TTV / TDV Detection Leader: Valerio Nascimbeni Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 31/190 PSM WP 112 610 Operations phase 01/2024 — 03/2030 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 the scientific validation of the algorithms assessed during the Development phase. Fine-tune the above-mentioned algorithms analysing the output from real PLATO data. Define the needed follow-up observations. Write relevant documents/reports. Input: 1. 2. 3. 4. 5. 6. Light curve processing Stellar parameters PLATO red book PLATO specifications PLATO light curves Kepler, CoRoT, K2, TESS 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). Output: 1. Refined detection algorithms with feedback for PDC. 2. Definition of follow-up observations. Deliverables: 1. Observing plan for follow-up observations. 1. Reports/documents for PDC. Milestones: 06/2025: Performance assessment report 2026: Observing plan for follow-up observations Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: TTV analysis could not be enough to derive a unique orbital solution on some systems; follow-up in those cases will be much more demanding. PSM WPDs OPERATIONS TTV / TDV Modelling Leader: Rosemary Mardling Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 32/190 PSM WP 112 620 Operations phase 01/2024 — 03/2030 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, ranked planet candidates from WP 113 000. Output: 1. TBD Deliverables: 1. TBD Milestones: 06/2025: Performance assessment report 2026: Observing plan for follow-up observations Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: TBD PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 33/190 Specification of Procedures to Rank Planet Candidates Leader: Magali Deleuil Rev.: 5 Operations phase PSM WP 113 000 01/2024 — 03/2030 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 algorithms 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. 2. 3. 4. Scientific literature PLATO Red book Current PLATO performance estimation Real PLATO data Dependencies: WP 113 work packages Output: Procedure for full ranking of candidates for follow-up observations Deliverables: Reports from each work packages listing recommendations for implementation within PDC Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: None PSM WPDs OPERATIONS Rank Planet Candidates Leader: Andrew Collier Cameron Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 34/190 PSM WP 113 100 01/2024 — 03/2030 Institution: St Andrews University (UK) Key Personnel: A. Collier Cameron Objectives: Improve 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. Produce ranked lists of candidates as a function of planet mass, determined from the results from light curve modelling and centroid fitting during operations phase. 3. Select top-ranked targets for false-positive screening prior to ground-based radial-velocity follow-up. Input: 1. 2. 3. 4. Scientific literature PLATO Red book Current PLATO performance estimation PLATO data Dependencies: Other WP 113 work packages, WP 112 Output: Report ranked lists of new candidates to work package leader. Deliverables: Reports and ranked lists of targets for ongoing RV follow-up. Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. 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 OPERATIONS Specification for Space Based False Positive Identification Through Centroid Analysis Leader: Magali Deleuil Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 35/190 PSM WP 113 200 01/2024 — 03/2030 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 light curve measuring methods 3. Development and test of algorithms for centroiding light curves and mimic rejection Input: 1. 2. 3. 4. Scientific literature PLATO Red book Current PLATO performance estimation PLATO data Dependencies: Other WP 113 work packages, WP 111, WP 112, WP 114 Output: Updates of criteria and specifications of algorithms for centroid filtering. Deliverables: Report and algorithms Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. 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 OPERATIONS Astrophysical False Positives Leader: Andrew Collier Cameron Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 36/190 PSM WP 113 300 01/2024 — 03/2030 Institution: St Andrews University (UK) Key Personnel: A. Collier Cameron Objectives: To identify astrophysical phenomena mimicking planetary transits in PLATO data. Feedback properties of false positives that escape detection to improve identification procedures. Tasks: 1. Continued review of the scientific literature. 2. Critically examine likely and unlikely astrophysical false positives identified in PLATO data including grazing and blended stellar binaries and blended transiting gas-giant systems. 3. Apply mitigation procedures combining astrometric and photometric catalogue data with light curve modelling, to allow the most efficient identification of these objects with the minimal use of ground based telescope time. 4. Analyse properties of false positives that escape early detection to improve discrimination. Input: 1. Scientific literature 2. PLATO Red book 3. Current PLATO performance estimation Dependencies: Other WP 113 work packages, WP 112, WP 113 Output: Improved procedure and algorithm for efficient mimic detection and mitigation based on actual PLATO data and ground-based follow-up results. Deliverables: Reports and algorithms Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: This WP directly affects the efficiency of the ground based follow up project and that of confirming planets. PSM WPDs OPERATIONS Specification of Transit Fitting Tools Leader: Szilard Csizmadia Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 37/190 PSM WP 114 000 01/2024 — 03/2030 Institution: DLR (Germany) Key Personnel: Sz. Csizmadia; N.N. (DLR); A. Bonomo (INAF-Torino); M Gillon (Liège) Objectives: Analysis of the PLATO transit light curves with the PLATO Eclipse Fitting Tool PEFT, while pursuing its development and making it available to the PLATO community. 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. 7. 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. Continuous reviewing of the literature for improvement of PEFT. Liaise with Exoplanet Coordinator and PMC Science Management Coordinator as required. Transit light curves analysis, independent or global (i.e. using all available data and priors). Responsible for delivery of PEFT results to the PLATO community. Responsible for the continuous improvement of PEFT and delivery to the PDC. Input: 1. 2. 3. 4. PLATO data Follow-up data External data Scientific literature Dependencies: WP 114 work packages Output: PEFT Eclipse Fitting Tool for global modelling/analysis for PLATO data. Reports with posterior distributions for the planetary systems parameters. Deliverables: Reports giving algorithms + models description and listing recommendations for implementation within PDC. PEFT prototype. Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Low quality planetary parameters due to inadequate codes, or inappropriate application. PSM WPDs OPERATIONS Specify Transit Curve Modelling Tools Leader: Szilard Csizmadia Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 38/190 PSM WP 114 100 01/2024 — 03/2030 Institution: DLR (Germany) Key Personnel: Sz. Csizmadia; N.N. (DLR); A. Bonomo (INAF-Torino); M Gillon (Liège) Objectives: Evaluate transit parameters and their uncertainties from PLATO data; provide up-to-date software environment for transit modelling. Tasks: 1. 2. 3. 4. 5. Validation of the derived parameters and their uncertainties Update algorithms based on the experience of the real PLATO data Continuous scientific literature review to implement new developments Check performance and quality Coordination of the team work of this WP Input: 1. 2. 3. 4. 5. Scientific literature PLATO Red book Current PLATO performance estimation PLATO specifications Plato data Dependencies: Close interaction foreseen with the relevant tasks within WP 110, 113, 114. Output: Transit fitting algorithms and their optimized areas of applicability. Deliverables: Report on the activities done. Algorithms. Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. 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 OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 39/190 Specify Tools for Accurate Orbital Period Determination Leader: Magali Deleuil Rev.: 5 Operations phase PSM WP 114 200 01/2024 — 03/2030 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. 6. 7. 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. Update scientific specifications based on real PLATO data Scientifically validate implementation of the algorithms by the PDC Input: 1. 2. 3. 4. 5. Scientific literature PLATO Red book Current PLATO performance estimation PLATO data Commonly available codes within the PLATO community or freely available Dependencies: Other WP 114 work packages, WP 111, WP 112, WP 113 Output: Ability to produce accurate ephemeris for single and multiple systems. Deliverables: Report and updates of algorithms Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Non-optimized orbital solutions will lead to inaccurate ephemeris. This will make the follow-up radial velocity observations inefficient. PSM WPDs OPERATIONS Rossiter-McLaughlin Modelling Tools Leader: Guillaume Hébrard Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 40/190 PSM WP 114 300 01/2024 — 03/2030 Institution: IAP/OHP (France) Key Personnel: G. Hébrard; F. Bouchy (LAM-CNRS); A. Collier Cameron (St Andrews); M. Gillon (Liège); A. Lecavelier (IAP); A. Santerne (Porto/CAUP); A. Triaud (Toronto) Objectives: Improvements of models and algorithms for Rossiter-McLaughlin analysis Tasks: 1. Improve the algorithms and tools to compute the Rossiter-McLaughlin (RM) effect from the experience of actual data, in classical way from radial velocity measurements and tomographic way from spectral line profile variation analysis. 2. Apply the differential RM (as a function of wavelength) for atmosphere characterization. Improve the tools for the analysis. Input: 1. Planets 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 Dependencies: WP 142 XXX, WP 145 400, WP 145 100, WP 144 XXX, WP 114 000 Output: 1. Fitting tools included in the PLATO Eclipse Fitting Tool 2. Systems parameters Deliverables: Report and updates of algorithms Milestones: 06/2025: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms Scientific validation of implementation at PDC will be performed as part of the PDC review process. Update scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Low risk PSM WPDs OPERATIONS Development of PLATO Data Specific Science Leader: Don Pollacco Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 41/190 PSM WP 115 000 01/2024 — 03/2030 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 115 work packages Output: Continued review of current state of knowledge and identification of important areas for future progress Deliverables: Developments to understand aspects of PLATO data Milestones: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs OPERATIONS Astrophysical Noise Sources and Their Impact on RV Determination Leader: Chris Watson Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 42/190 PSM WP 115 100 01/2024 — 03/2030 Institution: Queens University Belfast (UK) Key Personnel: C. Watson Objectives: Monitoring the performance of astrophysical noise mitigation techniques and procedures, and utilizing feedback during the operation phase to maintain and improve aids where required. Act in responsive mode to additional developments or issues identified by observers to improve functionality and ensure mission efficiency. Provide general user support throughout operation phase. Tasks: 1. 2. 3. 4. To maintain and oversee the application of astrophysical noise mitigation aids. To extend functionality according to observer feedback received during operations. Ensure software documents and procedures are updated where applicable. To respond actively to user needs, including adapting/improving noise mitigation aids in reaction to any changing needs or special circumstances likely to arise. 5. Identify further areas requiring 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. 3. PLATO astrophysical noise mitigation aids/procedures and documents. Dependencies: Exchange of information with all RV follow-up packages, WP 140. Output: Continued development and support of astrophysical mitigation aids, ensuring efficient use of facilities and ability to adapt reactively to any changing requirements identified during the operational phase. Deliverables: Noise mitigation aid procedures, software and manuals maintained and updated as required. Continued assessment appraisals of the efficiency of noise reduction algorithm/strategies. Milestones: 09/2027: Review of mitigation aids and procedures from first year of operation. 03/2030: Delivery of final report on WP activity Risks: Reduced ground-based follow-up efficiency leading to increased pressures on ground-based facilities & overall reduction in the scientific impact of PLATO. Inability to respond to changing requirements/priorities likely to arise as identified during the operational phase, further compromising PLATO science return. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 43/190 Improved Planetary System Characterisation Leader: Alessandro Sozzetti Rev.: 5 Operations phase PSM WP 115 200 01/2024 — 03/2030 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 operations phase, (simulated) data from other sources will be combined with simulated and actual PLATO data demonstrating expected system improvements. Where applicable, observing programs will be proposed to advance the synergetic effort during PLATO mission operations. Tasks: 1. Continued review of the scientific opportunities presented by and of instrumentation at current and future facilities 2. Use of simulated and actual publicly available data to define comparison metrics describing the advantages and improvements on planetary systems characterization from combined datasets 3. Optimization of the algorithms 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. 2. 3. 4. Scientific literature Simulated/actual data from ground-based and space-borne facilities devoted to exoplanet detection PLATO Red Book Simulated and actual PLATO data on specific targets of interest Dependencies: Other WP 115 work packages, WP 112, WP 113, WP 114 Output: Scientific results on the synergy between PLATO and other planet-hunting facilities (based on combinations of simulated and actual datasets). Optimized algorithms demonstrating areas of applicability as a function of systems’ architecture and datasets combination. Where applicable, additional observational data on PLATO targets of interest during mission operations. Deliverables: Detailed report with global review of published knowledge and 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. Milestones: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of the mission, unavailability of complementary datasets. PSM WPDs OPERATIONS Planet-Star Interactions Leader: Stéphane Mathis Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 44/190 PSM WP 115 300 01/2024 — 03/2030 Institution: CEA (France) Key Personnel: S. Mathis; I. Pagano (INAF-Catania); F. Remus (Paris/CEA/DSM); A.-S. Brun (CEA-CNRS); G. Scandariato (INAF-Catania) 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. Coordination of the validation work that consists in checking that the modelling of star-planet interaction effects that we achieved during the development phase is fully adapted and runs properly with the data provided by PLATO. 2. Coordination of the work for building new specifications for modelling if necessary. 3. Coordination of the work on PLATO data for planetary system properties. 4. Coordination of the theoretical work based on PLATO data to learn more about planetary system properties. This will give further improvements in the physical description of star-planet interactions and contribute to the understanding of planetary system evolution. Input: PLATO data and scientific literature. Dependencies: Input and output from PDC (WP 370) and PSM. Output: Development of theory and numerical codes (as required) to fully exploit PLATO data in this area. Deliverables: Scientific publications, numerical codes and algorithms. Milestones: 01/2024-12/2024: Improvements of the modelling procedure after tests with PLATO data. Modelling of starplanet interactions for first sets of PLATO data for detected planetary systems. 01/2025-12/2027: Theoretical developments to improve the description of physical processes in planetary systems as required. 2028+: Contribution to the delivery of a new generation of star-planet interaction models. Risks: Reduced scientific impact of the mission. PSM WPDs OPERATIONS Transits of Close-in Objects Leader: Carole Haswell Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 45/190 PSM WP 115 400 01/2024 — 03/2030 Institution: The Open University Key Personnel: C Haswell Objectives: Analyse and interpret PLATO outputs relating to extremely close-in planets and sub-planetary bodies, i.e. those with orbital periods of about 1.5 days or less. Perform wavelength-resolved follow-up observations to determine composition of the mass lost from these bodies using techniques from DEV phase. Compare the results with models of planetary bulk compositions and analyses of previously known mass-losing exoplanets (e.g. WASP12b and KIC 1255b). Thus inform models for planetary system formation and evolution in the context of Galactic chemical evolution. Tasks: 1. 2. 3. 4. Search PLATO outputs, prioritising hosts and candidate hosts identified in DEV phase. Produce catalogue of confirmed close-in objects. Prioritise targets for follow-up observations Perform radial velocity follow-up of selected objects not covered by PLATO programmatic follow-up RV to determine masses 5. Perform transmission spectroscopy and/or multicolour photometry to determine gas and dust composition in priority targets. 6. Collect information on other planets in the systems studied. 7. Liaise with WP 116 200 to produce models of individual disintegrating rocky planets and to generate information on the impact of Galactic chemical evolution on planet composition (using stellar ages). Input: 1. 2. 3. 4. 5. Relevant scientific literature. PLATO data products Strategies and software for identifying small close-in orbiting bodies. Tested observational techniques for determining the composition of mass-losing bodies. Catalogue produced in DEV phase of known and candidate hosts of mass-losing bodies amongst PLATO targets. Dependencies: 1. Inputs 3,4,5 will be generated in development phase of this WP. 2. Interaction with WP 116 200 3. PLATO data products 4. Availability of suitable ground-based facilities Output: 1. Insights into planetary system formation and evolution throughout the history of the Galaxy. 2. Detailed knowledge of the composition of individual rocky planets, some of which are likely to be cores of evaporated hot Jupiters 3. Detailed knowledge of the composition of sub-planetary bodies orbiting stars of various spectral types and ages. 4. Masses of selected close-in planetary bodies. 5. Catalogue of close-in objects (planetary and sub-planetary) orbiting nearby bright stars. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 46/190 Deliverables: 1. Scientific papers reporting studies of individual systems, the catalogue, and implications for the Galactic history of planet formation. 2. 2026: Progress Report 3. 2030: Delivery of final report on activity. Milestones: 06/2026: Delivery of interim reports 12/2030: Delivery of final report on activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Non-Transiting Planets via REBs Leader: David Barrado Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 47/190 PSM WP 115 500 01/2024 — 03/2030 Institution: Centro de Astrobiología, INTA-CSIC (Spain) Key Personnel: D. Barrado; H. Bouy (CAB, INTA-CSIC); N. Huélamo (CAB, INTA-CSIC); M. MoralesCalderón (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. Detection of new non-transiting exoplanets. 2. Ground-based observations of the detected planet candidates (with detected transits) to look for the presence of blended (contaminating) background/foreground sources. The presence of these sources dilutes the transit dip, contaminating the determination of the planet properties. Also, for the subsequent (expensive) radial velocity follow-up it would be necessary to have high-resolution images to avoid contaminating the spectra with additional blended sources. Feedback on task #1. Input: Task 1 - Light curves with or without detected transits. Task 2 - List of targets with planet candidates. Dependencies: Task 1 - 111 000, 112 100, 112 300, 112 400, 114 000, 116 000, 121 000, 123 000, 125 000, 131 000. Task 2 - 112 000, 113 000, 114 000, 131 100, 143 000. Output: Task 1 - Non-transiting exoplanets, masses. Orbital and physical characterization of the surrounding objects Task 2 - High-resolution images of the candidates and determination of the probability for a given planet host candidate to have a blended (undetected companion). Computation of the probability of having non-detected visual contaminants. Effect on the estimated planetary parameters. Deliverables: Task 1 - Catalogue with system information: mass, physical separation, orbital inclination, and eccentricity. Task 2 - Priority of the observed candidates to be followed-up by radial velocity analysis according to their probability of having blended undetected sources that could contaminate the radial velocity signal. Correction factor fort he light curves with nearby companions. Progress reports Milestones: 09/2024 Test with PLATO DR1 data. 2027 - 2030 Final catalogue Task 2 - 1 year after the delivery of the planet candidates. Risks: The success depends on telescope time assignations PSM WPDs OPERATIONS Development of PLATO Interpretation Specific Science Leader: Heike Rauer Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 48/190 PSM WP 116 000 01/2024 — 03/2030 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 116 work packages Output: Continued review of current state of knowledge and identification of important areas for future progress. Deliverables: Reports from each sub-work package Milestones: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs OPERATIONS Compositions & Formation of Gas & Ice Giants Leader: Tristan Guillot Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 49/190 PSM WP 116 100 01/2024 — 03/2030 Institution: OCA/CNRS (France) Key Personnel: T. Guillot; M. Havel (OCA) Objectives: Analyse PLATO data/ discoveries in terms of the structure and composition of gas and ice giants Infer consequences for their formation and for planetary formation models in general. Tasks: 1. Software developed in the development phase enabling a routine, homogeneous calculation of the evolution of exoplanets (gas to ice giants) to be discovered by PLATO 2. Analyse data in a statistical way 3. Link planet evolution/structure/composition with up-to-date formation scenarios. Input: 1. PLATO data 2. Stellar & planet evolution codes developed in the development phase Dependencies: WP 110, PLATO End-to-End Simulator Output: Analysis of PLATO data. Deliverables: Scientific analysis of PLATO discoveries (planet compositions, validation of formation models) Milestones: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 50/190 The Mass-Radius Relationship for Terrestrial Planets Leader: Frank Sohl Rev.: 5 PSM WP 116 200 Operations phase 01/2024 — 03/2030 Institution: DLR (Germany) Key Personnel: F. Sohl; N.N. (DLR) Objectives: Use PLATO photometry and ground-based radial velocity observations to study structural and compositional models of solid exoplanet interiors based on improved 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 3. Science development needed to fully exploit PLATO data Input: 1. 2. 3. 4. Scientific literature PLATO Red Book PLATO observational data Commonly available codes within the PLATO community or freely available Dependencies: WP 110 Output: 1. Ongoing review of published knowledge. 2. Development of theory (as required) to fully exploit PLATO data in this area. Deliverables: Report Milestones: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of the mission. PSM WPDs OPERATIONS Planetary Formation and Orbital Evolution Leader: Richard Nelson Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 51/190 PSM WP 116 300 01/2024 — 03/2030 Institution: Queen Mary, University of London (UK) Key Personnel: R. Nelson; O. Gressel (NBI); W. Kley (Tuebingen); A. Johansen (Lund); Y. Alibert (Bern); A. Morbidelli (OCA); M. Davies (Lund); M. Wyatt (IoA, Cambridge); C. Mordasini (Bern) Objectives: Provide on-going theoretical research in planet formation and orbital evolution for interpretation on in-coming results. Update simulation codes, and examine formation and evolution scenarios for individual systems discovered by PLATO. Develop statistical comparison between PLATO data and theoretical models as mission proceeds. Tasks: 1. 2. 3. 4. 5. Continuously review relevant scientific literature Undertake theoretical research to improve input physics to models Update simulation software to maintain up-to-date input physics Maintain library of simulation outputs based on most recent theoretical developments Simulate formation and orbital evolution scenarios for individual systems discovered by PLATO to provide interpretation of key discoveries Input: 1. Relevant scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics Dependencies: Close interactions foreseen with all sub-packages 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 and orbital evolution 2. Synthetic planet populations generated using state-of-the-art theoretical models 3. Formation and evolution scenarios for PLATO discoveries and associated scientific publications, applying to individual PLATO systems and to statistical comparisons between data and theoretical model outputs. Deliverables: 1. State of the art software tools for planet formation and orbital evolution simulations – capable of rapid turnaround in event of significant discoveries by PLATO 2. Fully maintained library of simulated planetary systems for comparison with new discoveries, and for statistical comparison with exoplanet data sets 3. 2028: Progress report 4. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Protoplanetary Disc Models Leader: Oliver Gressel Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 52/190 PSM WP 116 310 01/2024 — 03/2030 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-to-date 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 and theoretical developments 2. PLATO data and discoveries 3. Observations of protoplanetary discs 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 dynamics and 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: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Disc-Planet Interactions Leader: Wilhelm Kley Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 53/190 PSM WP 116 320 01/2024 — 03/2030 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: Provide on-going theoretical research in planet-disc interaction and subsequent orbital and mass evolution for interpretation of incoming PLATO data. Update simulation codes and incorporate the latest disc models, and examine formation scenarios for individual systems discovered by PLATO. Tasks: 1. Continued review of the scientific literature in this area 2. Theoretical research to improve understanding of relevant physics 3. Update simulation software to maintain up-to-date input physics and disc models 4. Maintain library of simulation outputs based on most recent theoretical developments 5. Simulate formation and evolution scenarios for individual systems discovered by PLATO to provide interpretation of key discoveries Input: 1. Scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics Dependencies: Close interactions foreseen with all sub-packages within WP 116 Output: 1. New theoretical insights into physical mechanisms of planet migration in discs and mass growth of planets 2. Increased knowledge about the long-term evolution of planets and planetary systems during disc phase 3. Formation and evolution scenarios for PLATO discoveries and associated scientific publications 4. Publication of obtained results in peer-reviewed journals Deliverables: 1. State of the art software tools for planet formation and orbital evolution simulations 2. Prescriptions for mass growth and migration of planets for input in planet formation simulations 3. 2028: Progress report 4. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of the mission. PSM WPDs OPERATIONS The Assembly of Planetary Systems Leader: Yann Alibert & Anders Johansen Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 54/190 PSM WP 116 330 01/2024 — 03/2030 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: Provide on-going theoretical research in planet formation for interpretation of in-coming results. Update simulation codes, and examine formation scenarios for individual systems discovered by PLATO. Tasks: 1. 2. 3. 4. Continuously review relevant scientific literature Take into account results of other WPs (and literature) regarding key processes Update planet formation software to maintain up-to-date input physics Simulate formation scenarios for individual systems discovered by PLATO to provide interpretation of key discoveries Input: 1. Relevant scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics 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. Formation scenarios for key PLATO discoveries 4. Associated publications Deliverables: 1. State of the art planet formation tools. Ability to rapid reaction in event of significant discoveries by PLATO 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS The Post-Formation Long-Term Dynamical Evolution of Planetary Systems Leader: Alessandro Morbidelli Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 55/190 PSM WP 116 340 01/2024 — 03/2030 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: Provide on-going theoretical research in long-term evolution of planetary systems for interpretation of in-coming results. Develop statistical comparison between PLATO data and predictions from theoretical models as mission proceeds. Tasks: 1. Continuously review relevant scientific literature 2. Maintain library of outputs from long-term evolution simulations 3. Simulate formation and long-term evolution scenarios to explain the origin of individual systems discovered by PLATO to provide interpretation of key discoveries 4. Comparing predictions from theoretical models with discoveries from PLATO Input: 1. 2. 3. 4. Relevant scientific literature and theoretical developments PLATO data and discoveries PLATO performance characteristics Planetary systems issued from WP 116 320 & 330 Dependencies: Close interactions foreseen with all sub-packages within WP 116 Output: 1. New theoretical insights into mechanisms leading to planet instabilities 2. New theoretical insights into long-term evolution of planetary systems following their instability and their settling into a new stable configuration, and effects of tides for short period systems 3. Synthetic planet populations generated using state-of-the-art theoretical models 4. Formation and evolution scenarios for PLATO discoveries and associated scientific publications 5. Statistical comparisons between data and theoretical model outputs. Deliverables: 1. Fully maintained library of simulated planetary systems for comparison with new discoveries, and for statistical comparison with exoplanet data sets 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Planet Formation and Evolution in Binary Systems Leader: Richard Nelson Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 56/190 PSM WP 116 350 01/2024 — 03/2030 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: On-going development of models of planet formation and evolution in binary systems, including both circumbinary planets and planetary systems with external binary companions. Models will consider all phases of planetary formation, and the long-term evolution after disc dispersal to explain incoming PLATO data. Tasks: 1. Review of relevant scientific literature 2. Code development to allow simulations of planet formation in binary systems to be computed 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 5. Modelling of key systems observed by PLATO to provide formation and evolution history 6. Critical analysis of models in the light of on-going PLATO discoveries. Input: 1. 2. 3. 4. Scientific literature PLATO Red book PLATO data and discoveries 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. Comparison between PLATO data and simulation results Deliverables: Synthetic planet populations for comparison with in-coming data Interim report on scientific activity Final report on scientific activity Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Influence of Birth Environment on the Formation and Evolution of Planetary Systems Leader: Melvyn Davies Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 57/190 PSM WP 116 360 01/2024 — 03/2030 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: Provide on-going theoretical research into the effects of stellar birth environments on planetary systems. Update modelling and examine formation scenarios/encounter histories for individual systems discovered by PLATO. Tasks: 1. 2. 3. 4. Continuously review relevant scientific literature Update simulation software to maintain up-to-date input physics Maintain library of simulation outputs based on most recent theoretical developments Simulate formation scenarios for individual systems discovered by PLATO to provide interpretation of key discoveries 1. 2. 3. Relevant scientific literature and theoretical developments PLATO data and discoveries PLATO performance characteristics Input: Dependencies: Close interactions foreseen with all sub-subpackages within WP 116 300 particularly with WP 116 330 and WP 116 340. Output: 1. 2. 3. New theoretical insights into processes affecting protoplanetary discs and planetary systems in clusters. Models of the effects of encounters on planetary populations. Encounter history scenarios for PLATO discoveries and associated scientific publications. Deliverables: Fully maintained library of encounter histories and final configurations for planetary systems for a variety of birth environments. Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Post-Main Sequence Evolution of Planetary Systems Leader: Mark Wyatt Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 58/190 PSM WP 116 370 01/2024 — 03/2030 Institution: University of Cambridge (UK) Key Personnel: M. Wyatt; D. Veras (Warwick); E. Villaver (UAM); M. Davies (Lund); A. Mustill (Lund); C. Migaszewski (NCU); A. Bonsor (Bristol) Objectives: Provide ongoing theoretical research into the evolution of planetary systems as the stars evolve into the postmain sequence phase to aid interpretation of incoming PLATO results. Examine past evolutionary scenarios for individual detected systems. Develop population models that build on the main sequence planet population also characterised by PLATO. 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 PLATO observations of post-main sequence planetary systems to interpret these within the context of the main sequence progenitor and its evolution Input: 1. Scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics 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 observations of individual post-main sequence planetary systems with PLATO 4. Simulations of PLATO observations of the population of post-main sequence stars Deliverables: 1. 2028: Interim report on scientific activity 2. 2030: Final report on scientific activity Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Statistical Comparison Between Theory and PLATO Data Leader: Christoph Mordasini Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 59/190 PSM WP 116 380 01/2024 — 03/2030 Institution: University of Bern (Switzerland) Key Personnel: C. Mordasini; Y. Alibert (Bern); A. Johansen (Lund); M. Davies (Lund); R. Church (Lund); R. Alexander (Leicester); E. Lopez (IoA, Cambridge); C. Migaszewski (NCU); A. Mustill (Lund); S. Nayakshin (Leicester); R. Nelson (QMUL) Objectives: Statistical comparison of theoretical predictions, such as synthetic planetary systems, and in-coming PLATO data. Identification of theoretical descriptions in the formation and evolution models that are in (dis)agreement with the observational data. Feedback into the theoretical models. Tasks: 1. Continuously review relevant scientific literature 2. Update statistical comparison software to adapt to new theoretical developments and observational results, potentially also from additional observational techniques/surveys 3. Maintain and update library of simulation outputs based on most recent theoretical models 4. Use of statistical methods to perform comparison between models and in-coming PLATO data regarding radius, distance, eccentricity, mass, inclination, multiplicity, composition etc. distributions 5. Investigation of the statistical impact of: time (temporal evolution), stellar properties like mass and metallicity, stellar binarity, formation environment etc. and associated correlations 6. Derivation of quantitative and qualitative statistical constraints for theoretical descriptions in models Input: 1. Relevant scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics for usage as synthetic observational bias 4. New outputs of 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, WP 116 360 (input) Output: 1. Preliminary assessment of the theoretical description by comparison with PLATO data, constraints for theoretical models. 2. Ongoing review of published knowledge 3. Updated and adapted software tools for statistical comparisons 4. Updated library and online analysis interface Deliverables: 1. Updated statistical comparison tools 2. Statistical key quantities encapsulated in statistical indicators (e.g. KS tests and correlation coefficients) 3. Constraints and feedback for theoretical models 4. 2028: Progress report 5. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 60/190 Atmospheres of PLATO Planets Leader: John Lee Grenfell Rev.: 5 Operations phase PSM WP 116 400 01/2024 — 03/2030 Institution: DLR (Germany) Key Personnel: J. L. Grenfell; H. Rauer (DLR, Germany); F. Selsis (Bordeaux, CNRS) Objectives: Examination of current exoplanet model atmospheres especially 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. Continued 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: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs OPERATIONS PLATO Habitable Zone Planets Leader: Manuel Güdel / Helmut Lammer Development phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 61/190 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 OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 62/190 The Environments of PLATO Habitable Zone Planets Leader: Helmut Lammer Rev.: 5 Operations phase PSM WP 116 510 01/2024 — 03/2030 Institution: Space Research Institute, Austrian Academy of Sciences (Austria) Key Personnel: H. Lammer; 2 co-workers (SRI, AAS) Objectives: Evaluation and characterization of environmental (stellar and planetary) conditions for habitable zone planets discovered with PLATO, including follow-up observations. Tasks: 1. Science development and code applications needed to fully exploit PLATO data 2. Scientific publications Input: 1. Scientific literature 2. PLATO performance 3. Studies and data related to follow-up observations of PLATO planets Dependencies: WP 110 Output: 1. Ongoing review of published knowledge. 2. Development of theory (as required) to fully exploit PLATO data in this area. Deliverables: Report Milestones: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission. PSM WPDs OPERATIONS 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-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 63/190 PSM WP 116 520 04/2016 — 12/2023 PSM WPDs OPERATIONS 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-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 64/190 PSM WP 116 530 04/2016 — 12/2023 PSM WPDs OPERATIONS Dynamical Interactions in Multi-Planet Systems Leader: Jacques Laskar Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 65/190 PSM WP 116 600 Operations phase 01/2024 — 03/2030 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: J. Laskar; A. Correia (Aveiro); G. Boué (IMCCE); A. Fienga (OCA) Objectives: Provide on-going theoretical research in orbital and rotational dynamics of multi-planet systems for interpretation on in-coming results. Examine the global dynamics in the vicinity of individual systems discovered by PLATO. Use dynamical constraints to characterise the multi-planet PLATO systems. Tasks: 1. Continuously review relevant scientific literature 2. Maintain and improve software tools for the dynamical analysis of PLATO systems. 3. Perform global dynamical analysis of multi-planet systems discovered by PLATO to provide interpretation of key discoveries. 4. Perform stability analysis for both orbital and rotational evolution for multi-planet PLATO systems. Input: 1. 2. 3. 4. Relevant scientific literature and theoretical developments PLATO data and discoveries PLATO performance characteristics Data from WP 112, WP 113, WP 114. Dependencies: Close interactions foreseen with all sub-packages 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 in presence or not of dissipation. 2. New insights on the role of resonances in multi-planet systems. 3. Climate long-term stability analysis of PLATO planets in the habitable zone. 4. Stability analysis for PLATO discoveries and associated scientific publications. Deliverables: 1. Software tools for the analysis of PLATO data with dynamical constraints. 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Long-Term Dynamical Evolution of Planetary Systems Leader: Jacques Laskar Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 66/190 PSM WP 116 610 01/2024 — 03/2030 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: J. Laskar Objectives: Provide on-going theoretical research in long-term evolution of planetary systems. Provide long-term stability analysis for all systems discovered by PLATO with specific analysis on selected systems. Tasks: 1. 2. 3. 4. Continuously review relevant scientific literature Maintain software tools for a fast analysis of long-term stability of multi-planet systems. Analyse the long-term evolution of all PLATO systems using the fast analysis tools. Provide in-depth analysis on the long-term behaviour for selected systems. Input: 1. Relevant scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics 4. Earth based Follow up data on PLATO systems. Dependencies: Close interactions foreseen with all sub-packages within WP 112, WP 113, WP 114, WP 115, and WP 116 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. Estimate of the long term-stability for all PLATO system. 4. Detailed analysis of long-term evolution for selected PLATO systems. Deliverables: 1. Database of estimates of long-term stability for PLATO systems. 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Stability and Resonances in Multi-Planet Systems Leader: Jacques Laskar Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 67/190 PSM WP 116 620 01/2024 — 03/2030 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: J. Laskar Objectives: Provide on-going theoretical research in dynamical studies of resonant planetary systems. Provide global stability analysis for a selection of systems discovered by PLATO with specific analysis on resonant systems. Tasks: 1. 2. 3. 4. Continuously review relevant scientific literature Maintain software tools for a fast analysis of global dynamics of multi-planet systems. Analyse the global dynamics of selected PLATO systems, using input from WP 116 610. Provide in-depth analysis on the global dynamics for resonant or close to resonant systems. Input: 1. Relevant scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics 4. Earth based Follow up data on PLATO systems. Dependencies: Close interactions foreseen with all sub-packages within WP 112, WP 113, WP 114, WP 115, WP 116, and especially WP 116 610. 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. Estimate of the global dynamics for a selection of PLATO system. 4. Detailed analysis the global dynamics for the resonant PLATO systems. Deliverables: 1. Database of global dynamics for a selection of PLATO systems. 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Tidal Dissipation and Evolution of Multi-Planet Systems Leader: Alexandre C. M. Correia Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 68/190 PSM WP 116 630 01/2024 — 03/2030 Institution: University of Aveiro (Portugal) Key Personnel: A. Correia Objectives: Provide on-going theoretical research in tidal dissipation and evolution of planets in multiple systems. Research equilibrium configurations for interpretation on in-coming results. Update simulation codes, and examine evolution scenarios for individual systems discovered by PLATO. Derive constraints for the formation process and internal structures of the planets based on the observed equilibrium final configurations. Tasks: 1. Continuously review relevant scientific literature 2. Update tidal evolution software to maintain up-to-date input physics 3. Run evolution scenarios for individual systems discovered by PLATO to provide interpretation of key discoveries and derive constraints for the formation process and internal structures of the planets. Input: 1. Scientific literature and theoretical developments 2. PLATO observational data and discoveries 3. Orbital architectures and internal structures issued from WP 116 Dependencies: Close interactions foreseen with all sub-packages within WP 116, and WP 114 200, WP 115 200, WP 115 300. Output: 1. New theoretical insights into tidal evolution and equilibrium configurations of multi-planet systems 2. Evolutionary scenarios for PLATO discoveries and associated scientific publications 3. Better characterization of PLATO planetary systems 4. Additional constraints for the formation processes and internal structures of the planets Deliverables: 1. State of the art software tools for planet tidal evolution simulations – capable of rapid turnaround in event of significant discoveries by PLATO 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Rotational Evolution of Planets in Multiple Systems Leader: Gwenaël Boué Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 69/190 PSM WP 116 640 01/2024 — 03/2030 Institution: IMCCE, Observatoire de Paris (France) Key Personnel: G. Boué Objectives: Provide on-going theoretical research in rotational evolution of planetary systems. Examine orbital forcing on the climate of newly discovered planets, especially for those in the Habitable zone. Build a statistical sample of rotational dynamics based on the PLATO population as the mission proceeds. Tasks: 1. Continuously review relevant scientific literature 2. Improve and upgrade the library based on enhanced theoretical models and PLATO discoveries 3. Simulate rotation evolutions for individual systems discovered by PLATO to provide habitability constraints and/or to highlight key dynamical behaviours Input: 1. Relevant scientific literature and theoretical developments 2. PLATO data and discoveries 3. Earth based Follow up data on PLATO systems Dependencies: Close interactions foreseen with all sub-packages within WP 116 Output: 1. New theoretical insights into rotational evolution in multiple systems 2. Habitability constraints for individual PLATO systems based on their long term rotation 3. Statistical distribution of spin-axis behaviours in planetary systems Deliverables: 1. Fully maintained catalogue of spin-axis dynamical characteristics of the PLATO population for subsequent analysis of their climate and/or atmospheric evolution 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Planetary Ephemerides of PLATO Systems Leader: Agnes Fienga Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 70/190 PSM WP 116 650 01/2024 — 03/2030 Institution: Observatoire de la Côte d’Azur (France) Key Personnel: A. Fienga Objectives: Develop a planetary ephemerides database for a selection of PLATO multi-planet systems. Tasks: 1. Continuously review relevant scientific literature 2. Maintain software tools for a fast elaboration of planetary ephemerides including follow up data. 3. Elaborate planetary ephemerides for a selection of PLATO systems. Input: 1. Relevant scientific literature and theoretical developments 2. PLATO data and discoveries 3. PLATO performance characteristics 4. Earth based Follow up data on PLATO systems. Dependencies: Close interactions foreseen with sub-packages within WP 112, WP 113, WP 114, WP 115, WP 116 Output: 1. New theoretical insights for a fast elaboration of planetary ephemerides for a large number of systems. 2. Elaboration of a database for ephemerides of a selection of PLATO planetary systems including follow up data. 3. Ongoing review of published knowledge Deliverables: 1. Database of ephemerides for a selection of PLATO systems. 2. 2028: Progress report 3. 2030: Final report on activities Milestones: 06/2028: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Reduced scientific impact of mission PSM WPDs OPERATIONS Specifications for Interface to Other PSM WPs and PDC Leader: Nuno Santos Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 71/190 PSM WP 117 000 01/2024 — 03/2030 Institution: CAUP (Portugal) Key Personnel: N. Santos; D. Pollacco (Warwick) Objectives: Control if data flow from other work packages (in particular stellar and follow-up) is being done in the most efficient way. Tasks: 1. Continued review of scientific literature. 2. Follow the data flow scheme and verify if the best strategy is being used, or revise/refine the procedures. Input: 1. 2. 3. 4. 5. Scientific literature PLATO Red Book PLATO current performance Reports from development phase 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 results Deliverables: Report Milestones: 09/2027: Delivery of interim reports 03/2030: Delivery of final report on WP activity Risks: Low risk PSM WPDs OPERATIONS Stellar Science Coordination Leader: Marie-Jo Goupil Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 72/190 PSM WP 120 000 01/2024 — 03/2030 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. Coordination of the validation work that consists in checking that the procedures to derive stellar characteristics (mass, radius, age, rotation period, stellar activity model etc.) that we specified during the development phase are fully adapted and run properly with the data provided by PLATO 2. Coordination of the work for deriving new specifications of procedures and algorithms if necessary 3. Coordination of the work (seismology and stellar modelling) on PLATO data of the stars of the core program 4. Coordination of the theoretical work based on PLATO seismic data to learn more about stars. This ought to lead to further improvements in the physical description of stars and to a third generation of stellar models. This will then provide an improved accuracy for the derived stellar characteristics. 5. Organization of working and review meetings gathering the leaders of the WPs 6. Delivery updated scientific specification for both algorithm and tools 7. Review scientific validation Input: 1. Scientific specifications from the sub-packages 2. Scientific validation and update on the algorithms by the Stellar Science sub-packages Dependencies: 1. Input from and output from PDC (WP 370) and PSM (WP 100, WP 130, WP 160); PLATO End-to-End Simulator. 2. Input by all Stellar Science sub-packages Output: 1. Scientific validation of stellar models 2. Updates on specifications of algorithms and tools Deliverables: Reports, algorithms and tools Milestones: 06/2025: End of the first scientific validation of algorithms and tools with real PLATO data. 03/2029: Validated algorithms and updated stellar models (third generation) and procedure. Risks: Acceptable risks of delay for delivering third generation of stellar models PSM WPDs OPERATIONS Stellar Models Leader: Marc-Antoine Dupret Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 73/190 PSM WP 121 000 Operations phase 01/2024 — 03/2030 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 low mass stars from the PMS to the subgiant phase. 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 PLATO data. Input: 1. Existing stellar model grids and evolutionary codes, including those obtained in the previous phase 2. Existing 2D/3D hydro codes; results from hydro-simulations (to be completed) 3. First seismic constraints from PLATO data 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 3. First PLATO seismic constraints from WP 124 000 Output: Grids of second-generation stellar models, evolutionary tracks and oscillation frequencies. Deliverables: Updated validated stellar model grids, evolutionary tracks and oscillation frequencies, with full documentation. Milestones: 03/2024: Grids of third generation of models. 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. Risks: Minimal risks PSM WPDs OPERATIONS 1D Stellar Models Leader: Yveline Lebreton Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 74/190 PSM WP 121 100 Operations phase 01/2024 — 03/2030 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: Validate and refine grids of high-quality stellar models and associated frequencies. Tasks: 1. Use PLATO data to test and validate stellar models grids of very low mass to intermediate mass stars covering evolutionary stages from pre main sequence to subgiant stages. These comparisons are expected to further call for revisions in the physical processes already implemented in the codes and for new processes to be considered. 2. Implement in stellar evolution codes the amendments and deeper improvements in the physics that will be provided by WP 121 200, WP 121 300, WP 121 400 and WP 122 000, WP 123 200, WP 127 100 3. Recalculate improved grids of models from very low mass to intermediate mass stars covering evolutionary stages from pre main sequence to subgiant stages. 4. Provide the oscillation spectra associated to these models and computed by different oscillation codes. 5. Perform a new iteration of comparison of improved grids with PLATO data. Input: 1. 2. 3. 4. Existing stellar evolutionary codes appropriate to calculate MS and subgiant branch stellar models. Existing stellar oscillation codes. Model atmospheres to be used as boundary conditions (from WP 122 000). Improved formulations for heat, chemical element and angular momentum transport and other physical processes from WP 121 200, WP 121 300, WP 121 400, WP 127 100 as well as other external inputs (microscopic physics: equation of state, opacities, nuclear reaction rates; macroscopic processes: mass loss etc.) Dependencies: WP 121 200, WP 121 300, WP 121 400 and WP 122 000, WP 123 200, WP 127 100. Output from and input to PDC. Output: Grids of stellar models, evolutionary tracks and oscillation frequencies. Deliverables: Stellar model grids, evolutionary tracks and oscillation frequencies, with full documentation. Milestones: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. 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 OPERATIONS Very Low Mass Stellar Models Leader: Santi Cassisi Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 75/190 PSM WP 121 110 Operations phase 01/2024 — 03/2030 Institution: INAF- Astronomical Observatory 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 subgiant phase. 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: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. 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 OPERATIONS Low Mass Stellar Models Leader: Josefina Montalban Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 76/190 PSM WP 121 120 01/2024 — 03/2030 Institution: University of Padova (Italy) Key Personnel: J. Montalban; Y. Lebreton (Paris, GEPI); J. P. Marques (IAS-Orsay); A. Palacios (Montpellier); P. Eggenberger (Geneva); A. Noels (Liège); P. Ventura (INAF-Rome); S. Cassisi (INAF-Teramo) Objectives: Validate and refine grids of high quality 1D stellar models for low/intermediate mass main sequence (MS) and subgiant stars. Tasks: 1. Keeping updating the physical description of low/intermediate mass stellar models in dedicated evolutionary codes 2. Use PLATO data to test the physics included in theoretical stellar models, and define the improvements to be included in new generation of models 3. Implement in the stellar evolution codes the improvements in the physics that will be provided by WP 121 200, 121 300, 121 500 and 122 000 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: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. Risks: None PSM WPDs OPERATIONS Theoretical Oscillation Frequencies Leader: Juan Carlos Suárez Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 77/190 PSM WP 121 130 Operations phase 01/2024 — 03/2030 Institution: Universidad de Granada (Spain) Key Personnel: J.C. Suárez; A. García Hernández (Porto); J.R. Rodón (IAA-CSIC) Objectives: Support the automatic pipeline tasks related with the theoretical oscillation frequencies. Improve or design new algorithms to obtain theoretical oscillation frequencies from PLATO observational evidences. Calculate the theoretical oscillation frequencies of the third generation stellar models if any. Tasks: 1. Correct any possible incidence during the pipeline execution related with the theoretical oscillation frequencies grid. 2. Implement new algorithms or improve those in the pipeline following the possible new discoveries of PLATO data related with the theoretical oscillation calculations. 3. When the third generations of stellar models are obtained, to calculate the corresponding theoretical oscillation frequencies. Input: 1. Models from the grid obtained in the WP121 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: Improvements of the specifications of procedures and algorithms Deliverables: A complete set of frequencies for every model of the grids. Milestones: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. Risks: Acceptable risks of delay interpreting unexpected observations coming from PLATO. PSM WPDs OPERATIONS Transport Processes Leader: Ana Palacios Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 78/190 PSM WP 121 200 Operations phase 01/2024 — 03/2030 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, improved or developed to this end. Tasks: 1. 2. Follow up on the results obtained in models including transports processes Proposition of new formulations/implementations if required 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: Updates on transport processes modelling (theoretical formalisms and introduction in stellar evolution codes) Deliverables: Reports and grids of third generation stellar evolution models Milestones: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. Risks: Acceptable risks PSM WPDs OPERATIONS PMS Evolution Leader: Joao Pedro Marques Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 79/190 PSM WP 121 300 Operations phase 01/2024 — 03/2030 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: Delivery of upgraded stellar models of PMS stars. Tasks: 1. Verification that the procedures to derive stellar characteristics of PMS objects (mass, radius, age, rotation period, stellar activity model etc.) that was specified during the development phase are fully adapted and run properly with the data provided by PLATO. 2. Derivation of new specifications of procedures and algorithms if necessary. 3. Participation in the work (seismology and stellar modelling) on PLATO data of PMS stars. 4. Participation in the theoretical work based on PLATO seismic data to learn more about PMS stars, to improve their physical description through stellar models with the goal of obtaining higher accuracy in the derived stellar characteristics. 5. Impact of PMS evolution on MS structure and evolution and consequently on the age of stars of the core program Input: Existing stellar evolutionary codes. Dependencies: Input from and output to PSM WP 121 200 – WP 121 400 – WP 121 500. Output: 1. Validated procedures. 2. Updated specifications of procedures and algorithms. Deliverables: Grids of PMS models. Milestones: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. Risks: Acceptable risks of delay for delivering third generation of stellar models. PSM WPDs OPERATIONS 2D / 3D Stellar Evolution Models Leader: Michel Rieutord Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 80/190 PSM WP 121 400 01/2024 — 03/2030 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 parameters 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 oscillations codes, which already exist and will just need slight adaptations, out of which the most precise stellar parameters can be drawn. After launch we foresee that the main weakness of evolution code will be the treatment of turbulent transport and the atmosphere. Manpower will thus be devoted to the improvement of these features in the models. Tasks: 1. Adapt 2D evolutionary codes with more refined models of turbulent transport and modelling of the atmosphere, and compare with data 2. Adapt the associated oscillation codes that are able to use the 2D evolutionary models to invert data 3. Organize the scientific community to make an efficient use of the new tools Input: Existing codes Dependencies: WP 122, WP 121 100 Output: Models of stars at any rotation rate including state-of-the-art models of transport processes and programs that are able to invert asteroseismic data for 2D models Deliverables: At each milestone a numerical code will be delivered, with its associated oscillation code and documentation Milestones: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. 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 OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 81/190 Evolution of Stars in Multiple Systems Leader: Stéphane Mathis Rev.: 5 Operations phase PSM WP 121 500 01/2024 — 03/2030 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 (KU Leuven) Objectives: Coordination of the modelling of the evolution of stars in multiple systems for PLATO stellar science. Tasks: 1. Coordination of the validation work that consists in checking that the modelling of stellar and planetary companions effects (impact on stellar oscillations, orbital and spin evolution, internal transport of angular momentum in each host star) that we achieved during the development phase is fully adapted and runs properly with the data provided by PLATO. 2. Coordination of the work for building new specifications for modelling if necessary. 3. Coordination of the work (stellar and seismic modelling) on PLATO data for stars in multiple systems. 4. Coordination of the theoretical work based on PLATO seismic data to learn more about stars in multiple systems. This will give further improvements in the physical description of stars and contribute to the building of a third generation of stellar models. This will then provide an improved accuracy for the derived stellar characteristics. 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), Planets-star interactions (WP 115 300), Model of rotational evolution and gyrochronology (WP 123 300), Multiple stars (128230). Dependencies: WP 115 300, WP 121 100, WP 121 200, WP 121 300, WP 121 400, WP 123 300, WP 128 230. Output: New specifications for modelling. Deliverables: Reports and models. Milestones: 03/2024: Grids of third generation of models 03/2029: Validated algorithms and updated stellar models (third generation) and procedures. Risks: Acceptable risks of delay for delivering a third generation of stellar models. PSM WPDs OPERATIONS Non-Seismic Diagnostics and Model Atmospheres Leader: Thierry Morel Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 82/190 PSM WP 122 000 01/2024 — 03/2030 Institution: University of Liège (Belgium) Key Personnel: T. Morel Objectives: Coordination of the activities of the work packages WP 122 100 to WP 122 500. Tasks 1. Coordination of the work involving the stellar parameter determination of the PLATO targets based on ground-based and Gaia data, as well as the modelling of their atmosphere. 2. Coordination of the validation work to ensure that the procedures to derive the stellar characteristics (temperature, radius, chemical composition, etc.) that were specified during the development phase are adapted to the PLATO data and provide results fully compliant with the scientific requirements of the mission. 3. Further validating the adequacy of the procedures implemented for the determination of the stellar parameters by comparing with the results provided by the theoretical modelling of the PLATO seismic data. 4. Identifying procedures that need to be optimised and implementing new specifications of procedures and algorithms, if necessary. Improving the 1D/3D modelling of the stellar atmospheres based on what is learnt from the PLATO data and eventually provide a third-generation grid of model atmospheres and limb-darkening coefficients that will be used to further improve the accuracy of the derived stellar characteristics. 5. Ensure close coordination and efficient data exchange with other relevant WPs outside WP 122 000 (listed in Dependencies section below). 6. 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, WP 131 000, and WP 140 000) Output: Validation of procedures, optimised scientific specifications Deliverables: Reports Milestones: 06/2025: Improvements of the procedures and algorithms after extensive tests with PLATO data. 06/2026: Theoretical developments to improve the physical description of stellar atmospheres. 06/2029: Delivery of a second-generation grid of validated model atmospheres and limb-darkening coefficients, as well as procedures to obtain non-seismic stellar parameters as input for seismic analysis. Risks: Acceptable risks of delay for delivering third-generation grid of model atmospheres and limb-darkening coefficients PSM WPDs OPERATIONS 1D Model Atmospheres Leader: Bertrand Plez Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 83/190 PSM WP 122 100 Operations phase 01/2024 — 03/2030 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: Keep model atmosphere grids updated for PLATO targets analysis. Use PLATO data to improve models. Tasks: 1. 2. 3. 4. Use PLATO observations to validate atmosphere models. Improve the description of dust formation, and non-homogeneity of dust distribution. Use 3D models to improve the description of the coupling of the atmosphere and interior of FGKM stars. Improve the 1D model atmospheres covering the parameter space of FGKM stars observed with PLATO. 5. Maintain the database that contains the output of the theoretical calculations (e.g., 1D model atmospheres and associated model fluxes). Input: Spectroscopic and spectrophotometric observations of reference stars. Astrometry from Gaia. PLATO data. Improved molecular and atomic line lists. Grids of 3D models. Dependencies: Other WP 122 000 sub-packages, WP 121 000, WP 123 000, WP 127 000, WP 131 000, and WP 140 000 Output: Grid of updated 1D atmosphere models. Deliverables: 1. Detailed report on accomplished work and reasons for the choices that were made. 2. Full grid of model atmospheres for FGKM stars in 1D. Milestones: 06/2025: Improvements of the procedures and algorithms after extensive tests with PLATO data. 06/2026: Theoretical developments to improve the physical description of stellar atmospheres. 06/2029: Delivery of a second-generation grid of validated model atmospheres and limb-darkening coefficients, as well as procedures to obtain non-seismic stellar parameters as input for seismic analysis. Risks: None PSM WPDs OPERATIONS 3D Model Atmospheres Leader: Martin Asplund Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 84/190 PSM WP 122 200 Operations phase 01/2024 — 03/2030 Institution: Australian National University (Australia) Key Personnel: M. Asplund; F. Allard (Lyon); L. Bigot (Nice); A. Chiavassa (Nice); R. Collet (Canberra); D. Homeier (Lyon); Z. Magic (MPA); F. Thévenin (Nice) ; R. Trampedach (Boulder) Objectives: Improve 3D hydrodynamical stellar model atmospheres of late-type stars. Tasks: Improve existing grid of 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) based on observations obtained with PLATO and other facilities, as well as improved input physics. Input: Existing models computed during development phase Dependencies: Other WP 122 000 sub-packages, WP 121 000, WP 123 000, and WP 127 000 Output: Improved 3D stellar atmosphere grid Deliverables: Reports and updated atmosphere models Milestones: 06/2025: Improvements of the procedures and algorithms after extensive tests with PLATO data. 06/2026: Theoretical developments to improve the physical description of stellar atmospheres. 06/2029: Delivery of a second-generation grid of validated model atmospheres and limb-darkening coefficients, as well as procedures to obtain non-seismic stellar parameters as input for seismic analysis. Risks: None. All the mentioned key personnel have the needed expertise. PSM WPDs OPERATIONS Fundamental Stellar Parameters Leader: Carlos Allende Prieto Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 85/190 PSM WP 122 300 01/2024 — 03/2030 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 (INAF-Torino) Objectives: Validate and improve the procedures to determine the stellar parameters of FGKM stars and provide grids of model fluxes for them. Update the stellar parameters based on new external data (e.g., from ground-based multi-object spectrographs) and follow-up observations of PLATO targets. Tasks: 1. Ensure that the grids of model fluxes and procedures to determine the stellar parameters are suited for the analysis of PLATO data and meet the scientific requirements. 2. Examine the effect of incorporating seismic information from PLATO observations (e.g., surface gravity) on the stellar parameters. 3. Maintain the database that contains the outputs from theoretical calculations (e.g., model fluxes for FGKM stars). 4. Continuously update the database, designed for seismic use, that contains the parameters of the FGKM stars based on new external data and incoming observations Input: External databases and follow-up data, seismic parameters, 1D and 3D model atmospheres for FGKM stars. Dependencies: Other WP 122 000 sub-packages, WP 125 000, WP 131 000, and WP 140 000 Output: Improved grids of model fluxes for FGKM stars. Updated quality assurance for parameters. Updates for parameters of FGKM stars based on external and PLATO data. Deliverables: Improved grids of model fluxes. Milestones: 06/2025: Improvements of the procedures and algorithms after extensive tests with PLATO data. 06/2026: Theoretical developments to improve the physical description of stellar atmospheres. 06/2029: Delivery of a second-generation grid of validated model atmospheres and limb-darkening coefficients, as well as procedures to obtain non-seismic stellar parameters as input for seismic analysis. Risks: None PSM WPDs OPERATIONS Limb Darkening Leader: Antonio Claret Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 86/190 PSM WP 122 400 Operations phase 01/2024 — 03/2030 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: Improve knowledge of the limb-darkening distribution of host stars. Identify and quantify the sources of uncertainties in the limb-darkening coefficients. Validate the computed limb-darkening coefficients based on PLATO data. Tasks: 1. Computation/tests of limb- and gravity-darkening coefficients. 2. Refine the computation of limb-darkening coefficients for several atmosphere models. The calculations will be performed for the photometric system of PLATO, as well as for the most commonly used passbands (uvbyUBVRIJHK, Sloan, etc.) by adopting least-squares and flux conservation methods. Concerning the effects of tidal/rotational distortions, we plan to compute gravity-darkening coefficients, (lambda), using the same models of stellar atmospheres as in the case of limb-darkening. 3. Ensure that the grids computed are suited for the analysis of the PLATO data and meet the scientific requirements. Input: Grids of atmosphere (specific intensities) Dependencies: WP 110 000, other WP 122 000 sub-packages Output: Grids of limb and gravity-darkening coefficients. Improved numerical methods. Deliverables: Reports. Distribution of the grids of limb and gravity-darkening coefficients. Milestones: 12/2025: Numerical tests using the available specific intensities for late-type stars. Evaluation of the confrontation between the empirical data from PLATO and the theoretical calculations. 12/2029: Theoretical improvements in the numerical methods adopted to describe the intensity distribution of stellar configurations based on our acquired knowledge of stellar physics. Risks: Acceptable risks of delay for delivering a new generation of atmosphere models PSM WPDs OPERATIONS Interstellar Extinction Leader: Douglas Marshall Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 87/190 PSM WP 122 500 Operations phase 01/2024 — 03/2030 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. Perform validation on derived extinction values 2. Evaluate uncertainties on extinction estimates 3. Refine algorithms based on results from 1 and 2 above Input: Gaia reddening, ground-based spectroscopic data Dependencies: Other WP 122 000 sub-packages, WP 131 000, and WP 140 000 Output: Extinction maps. Extinction for each source. Deliverables: Validation report of the software module Milestones: 12/2024: Assign extinction to each star (from GAIA) 12/2027: Explore other extinction estimates 12/2029: Validation of the extinction estimates for individual stars Risks: Minimal risks PSM WPDs OPERATIONS Stellar Activity and Rotation Leader: Antonino Francesco Lanza Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 88/190 PSM WP 123 000 01/2024 — 03/2030 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: Coordination of the works of the work packages from WP 123 100 to WP 123 600. Tasks: 1. Coordination of the validation work that consists in checking that the procedures to derive stellar rotational and magnetic activity characteristics (rotation rate, amplitude and sign of differential rotation, short- and long-term cycles of activity, surface convective patterns, models for dynamo action and differential rotation, models for angular momentum evolution) be those specified during the development phase and are fully adapted and run properly with the data provided by PLATO. 2. Coordination of the work for deriving new specifications of procedures, algorithms, and theoretical models, if necessary. 3. Coordination of the work (rotation and magnetic activity studies) on PLATO data of the stars of the core program. 4. Coordination of the theoretical work based on PLATO light curves, seismic data, and follow up observations to learn more about activity and rotation of the stars. This requires to coordinate the flux of information towards and from other WPs external to 123 000. This ought to lead to further improvements in the physical description of stars and to a third generation of stellar models. It will further improve the accuracy of the derived stellar characteristics. 5. Organization of working and review meetings gathering the leaders of the WPs. 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: Input from and output towards PDC (WP 373 000) and PSM (WP 122 000, WP 124 000, WP 125 000, WP 127 000 also for interaction with WPs external to 120 000). Output: Updated scientific specifications of algorithms, procedures, and models Deliverables: Reports and models Milestones: 06/2025: Improvements of the procedures, algorithms, and theoretical models of atmosphere after testing with PLATO data; Rotational and stellar activity modeling on first sets of PLATO data; checking of the scaling relationship relating activity and convection to global stellar parameters with PLATO data. 06/2026: Theoretical developments to improve the physical description of models of atmosphere. 06/2029: Delivery of the third generation of validated models of atmosphere and procedures related to the nonseismic characterization of host stars. Risks: Acceptable risks of delay for delivering the third generation of rotational and activity parameters, scaling relationships, and theoretical models related to them. PSM WPDs OPERATIONS Spot Models Leader: Benoit Mosser Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 89/190 PSM WP 123 100 Operations phase 01/2024 — 03/2030 Institution: Observatoire de Paris (France) Key Personnel: B. Mosser; N. Meunier (Grenoble); A.-M. Lagrange (Grenoble); A. Palacios (Montpellier); N. Krivova (Göttingen); S. Solanki (Göttingen); A. S. Bonomo (INAF-Torino); Y. Unruh (Imperial College London); L. Bigot (Nice); D. Mourard (Nice); N. Nardetto (Nice); D. Salabert (CEA); M. Schuessler (MPSSR); O. Kochukhov (Uppsala); H. Schunker (MPSSR); R. Cameron (MPSSR), D. Barrado (CSIC-INTA) Objectives: Measurement of the spot distribution, in close relation with the stellar activity and rotation measurement Tasks: 1. Validation work that consists in checking that the procedures to derive stellar rotational and magnetic activity characteristics (rotation rate, amplitude and sign of differential rotation, short and long-term cycles of activity, surface convective patterns, models for dynamo action and differential rotation, models for angular momentum evolution) be that specified during the development phase and are fully adapted and run properly with the data provided by PLATO. 2. Deriving new specifications of procedures, algorithms, and theoretical models, if necessary 3. Further improvements in the physical description of stars and to a third generation of stellar models. It will further improve the accuracy of the derived stellar characteristics. 4. Delivering, spots models, rotation rates, differential rotations rates, spot lifetimes Input: Stellar atmosphere models from Stellar Science WP 122 000, WP 122 300, CoRoT or Kepler data, synthetic data, stellar characteristics (effective temperature, gravity, chemical composition, rotation period, chromospheric indexes, asteroseismic age); solar activity measurements Dependencies: Models of different contributions from WP Stellar Science/Stellar Activity Output : Updated scientific specifications of algorithms and procedures and models Deliverables: Reports and models Milestones: 06/2025: Improvements of the procedures, algorithms, and theoretical models of atmosphere after testing with PLATO data; Rotational and stellar activity modeling on first sets of PLATO data; checking of the scaling relationship relating activity and convection to global stellar parameters with PLATO data. 06/2026: Theoretical developments to improve the physical description of models of atmosphere. 06/2029: Delivery of the third generation of validated models of atmosphere and procedures related to the nonseismic characterization of host stars. Risks: Acceptable risks of delay for delivering the third generation of rotational and activity parameters, scaling relationships, and theoretical models related to them PSM WPDs OPERATIONS Surface Convection (1D & 3D) Leader: Friedrich Kupka Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 90/190 PSM WP 123 200 01/2024 — 03/2030 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: Construction and analysis of 1D & 3D models of stellar granulation and surface convection. Tasks: 1. Production of simulations of stellar surface convection for early runs of PLATO 2. Development of further improved models for the computation of the theoretical contribution of granulation to observed intensity and its signature in power spectra as required for the third generation of validated third generation stellar models. 3. Use of PLATO data of the stars oft he core program to probe the completeness of the physics of the granulation simulations 4. Improving the theoretical models and simulations in response to the results from available PLATO data Input: Models of granulation developed for use with PLATO data. Dependencies: This WP is part of the WP 123 000. Output: Updated models Deliverables: Reports and models Milestones: 12/2022: Development of the new generation of models and simulations of stellar granulation in response to early results from PLATO data 12/2023: Making the new models available in time for the development of the third generation of validated models and procedures related to the characterization of host stars Risks: Acceptable risks PSM WPDs OPERATIONS Models of Rotational Evolution and Gyrochronology Leader: Marc Pinsonneault Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 91/190 PSM WP 123 300 01/2024 — 03/2030 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. Empirically constrain distinct rotation-age relationships appropriate for both unevolved and evolved low mass stars using PLATO data and quantify their uncertainties. 2. Explore observational selection effects in the detectability of rotation and the impact of blends and binary companions. 3. Explore mixing as a diagnostic of angular momentum transport. 4. 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 Deliverables: Reports and updated stellar models Milestones: 12/2024: Test our procedures for inferring rotation-mass-age relationships against actual PLATO data. Work with groups studying rotation periods to understand selection effects in rotation measurements. 12/2025: Produce calibrated rotation-age estimates from PLATO data. 12/2029: Develop next-generation models including rotation; this includes seismic constraints from PLATO data and rotation physics results from other PLATO subgroups. Meetings with the WP 123 XXX leaders twice a year. Risks: Minimal risks PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 92/190 Dynamos and Differential Rotation Leader: A.S. Brun Rev.: 5 Operation phase PSM WP 123 400 01/2024 - 03/2030 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: In collaboration with WP 120 000 • Coordination of theoretical and modelling effort of stellar rotation proxy for solar-like stars • Coordination of theoretical and modelling effort of stellar dynamo and magnetic activity proxies • Multi-D numerical simulations of convection, rotation, turbulence & magnetism of solar like stars • Benchmark of 3-D MHD models of a selection of Plato targeted stars • Code maintenance and development • Regular reports on WP progress, participation to PSM meetings Input: • Seismic inversion of internal rotation profile (WP 125) • Extent of convective envelope (WP 126), 1-D stellar state (WP 121 100) for 3-D models • Proxies of magnetic activity (WP 125) Dependencies: WP 120 000, and sub-WPs Output: (WP 121, 124, 127) • Impact of magnetism, convection and rotation on light curves as a function of spectral type • Version 1.0 of scaling laws of differential rotation and activity levels as a function of spectral type • Realistic 3-D Simulations of some PLATO targeted stars • Turbulent convective spectra for waves excitation • Updates on specifications of algorithms and tools Deliverables: Spectra (turbulent and of gravity modes) and 2-D and 3-D models of target star, regime diagrams, Regular reports of advancement of WP, regular meeting with PSM WP and sub-WP leaders Milestones: 2025: Specific models of targeted stars. 2026: Interpretation of stellar data collected on convection, rotation and magnetism. 2028: Detailed multi-dimensional MHD model of some PLATO target stars. Risks: Lack of precision of inverted convection extent, differential rotation profiles and magnetic activity PSM WPDs OPERATIONS Tools to Measure Rotational Modulation Leader: Sergio Messina Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 93/190 PSM WP 123 500 01/2024 — 03/2030 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. Validate that methods and algorithms needed for the detection and the analysis of the rotational modulation of the flux we specified in the development phase run properly on the PLATO data. 2. Validate that the methods and algorithms needed for exploiting the information from activity models we specified in the development phase run properly on the PLATO data. 3. Derive the stellar rotation period, estimate of the surface differential rotation, spot lifetimes. 4. Validate that the procedures to use spectroscopic rotation measurements to improve and check results work properly. 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: 1. Output for WP 123 300 and WP 123 400 2. Input from WP 123 100 Output: Updated scientific specifications of procedures and algorithms Deliverables: Reports and algorithms Milestones: 12/2024: Improvements of procedures and algorithms for period detection and of check with spectroscopic data; 12/2025: Improvements of procedures and algorithms for activity modeling; 12/2028: Deliver of catalogue of rotation period, differential rotation, and photometric activity parameters. 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 OPERATIONS Stellar Rotation from Transits Leader: Adriana Valio Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 94/190 PSM WP 123 600 01/2024 — 03/2030 Institution: CRAAM, Mackenzie University (Brazil) Key Personnel: A. Valio Objectives: 1. Determine the rotation period of a planet-hosting star through the detection of spots on the stellar surface during a planetary transit. The period will be determined by following the spots position through time during consecutive transits. 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. From the average rotation period of the star, or if the rotation period at different latitudes from multiple transiting planets is known, then assuming a solar like differential rotation profile, or another given one, the differential rotation profile of the star may be determined. Tasks: 1. Check that the spot detection algorithm works properly with PLATO data, by identifying intensity variations in the transit light curves due to spots; 2. Verify that the spot modelling is appropriate, that is, define the acceptable interval for the values of the spots characteristics such as position (latitude and longitude), relative intensity, and size; 3. Improve the identification of the same spot on successive transits in order to determine the stellar rotation period with more precision; 4. Test the computer codes in the determination of the stellar differential rotation for systems with multiple transiting planets at different stellar latitudes. Input: Computer codes to detect and model the spots; Model data; CoRoT and Kepler light curves. Dependencies: Transit light curves; planet/companion orbital parameters (such as period and inclination angle), stellar parameters (mass, radius, effective temperature) Output: 1. Updated scientific specifications of procedures and algorithms 2. Improved models Deliverables: Reports and algorithms Milestones: 06/2025: Improvements of the procedures, algorithms, and theoretical models of atmosphere after testing with PLATO data; Rotational and stellar activity modeling on first sets of PLATO data; checking of the scaling relationship relating activity and convection to global stellar parameters with PLATO data. 06/2026: Theoretical developments to improve the physical description of models of atmosphere. 06/2029: Delivery of the third generation of validated models of atmosphere and procedures related to the nonseismic characterization of host stars. Risks: Low, since this technique has already been proven to be effective with CoRoT and Kepler data. PSM WPDs OPERATIONS Seismic Diagnostics Leader: Margarida Cunha Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 95/190 PSM WP 124 000 Operations phase 01/2024 — 03/2030 Institution: Universidade do Porto, CAUP (Portugal) Key Personnel: M. Cunha; I. Roxburgh (QMUL); D. Reese (Birmingham); S. Deheuvels (OMP, IRAP) Objectives: Coordination of the work to be carried out by WP 124 100, WP 124 200, and WP 124 300. Tasks: 1. Coordinate the validation of the seismic diagnostic tools developed and implemented during the development phase, with the data acquired by PLATO. 2. Coordinate any updates of the algorithms concerning the forward, inverse, and glitch-related approaches of stellar parameter estimation that may be found necessary as a result of the inferences made on PLATO data. 3. Organization of work meetings and conference calls involving WP 124 100, WP 124 200, and WP 124 300. Input: PLATO data and ground-based non-seismic complementary data; procedures developed in WPs 124 100 to 124 300. Dependencies: Input from and output to WPs 124 100 to 124 300 and WP 120 000 Output: Updated scientific specifications of procedures Deliverables: Reports and algorithms Milestones: 06/2025: End of validation and adjustment of the forward and inverse algorithms. 06/2027: Delivery of new forward and inverse procedures for seismic inference of stellar properties, incorporating the information learned from the analysis of PLATO data. Risks: Acceptable risks. The end of validation and adjustment can be slightly delayed depending on whether the data acquired by PLATO correspond to what was expected in the preparatory work PSM WPDs OPERATIONS Forward Approaches Leader: Ian Roxburgh Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 96/190 PSM WP 124 100 Operations phase 01/2024 — 03/2030 Institution: Queen Mary University of London (UK) Key Personnel: I. Roxburgh; S. Vorontsov (QMUL); M. Cunha (Porto); M. Bazot (Porto) Objectives: Validate the adopted forward procedures used in the determination of the mass, radius, age, and other properties of planet-host stars using PLATO data, and further develop/adapt these procedures as necessary. Tasks 1. Validate the forward procedures developed and implemented prior to launch, with the data acquired by PLATO. 2. Develop further / adapt the forward procedures to incorporate the findings resulting from the analysis of PLATO data. 3. Update the algorithms concerning the forward procedures according to the conclusions of point 2. Input: Procedures developed and implemented prior to launch; PLATO data Dependencies: Input from and output to WP 124 000 Output: Updated scientific specifications of procedures and algorithms Deliverables: Reports and algorithms Milestones: 06/2025: End of validation and adjustment of the forward algorithms. 06/2027: Delivery of new forward procedures for seismic inference of stellar properties, incorporating the information learned from the analysis of PLATO data. Risks: Acceptable: The end of validation and adjustment can be slightly delayed depending on whether the data acquired by PLATO correspond to what was expected in the preparatory work PSM WPDs OPERATIONS Inverse Techniques Leader: Daniel Reese Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 97/190 PSM WP 124 200 Operations phase 01/2024 — 03/2030 Institution: University of Birmingham (UK) Key Personnel: D. Reese; G. Buldgen (Liège); I. Roxburgh (QMUL); S. Deheuvels (OMP, IRAP) Objectives: Insure quality of inversion output from the PDC, and propose improvements as needed. Tasks: 1. Validate inversion procedure(s) implemented by the PDC and insure quality of associated output. 2. Propose corrections/improvements as needed. Input: Inversion procedure(s) implemented in the PDC Dependencies: Input from and output to WP 124 000 Output: Updated scientific specifications of procedures Deliverables: Reports and algorithms Milestones: 06/2025: End of validation and adjustment of the inverse algorithms. 06/2027: Delivery of new inverse procedures for seismic inference of stellar properties, incorporating the information learned from the analysis of PLATO data. Risks: Acceptable risks. The end of validation and adjustment can be slightly delayed depending on whether the data acquired by PLATO correspond to what was expected in the preparatory work. PSM WPDs OPERATIONS Acoustic Glitches Leader: Sébastien Deheuvels Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 98/190 PSM WP 124 300 Operations phase 01/2024 — 03/2030 Institution: Observatoire Midi-Pyrénées, IRAP (France) Key Personnel: S. Deheuvels; M. Monteiro (CAUP); M. Cunha (Porto); J. Ballot (IRAP); D. Reese (Birmingham) Objectives: To validate the procedures established in the development phase on PLATO targets and to update and improve them if necessary. Tasks: 1. Validate the procedures selected to fulfil tasks 1, 2, and 3 of the development phase on PLATO data. 2. Propose and implement improvements to these procedures. 3. Use the estimates of the extension of convective cores from the PLATO targets to search for potential relations between the core extension and stellar parameters such as the mass or the metallicity. Such relations could then be included in 1D stellar models to reach a better precision on stellar ages. Input: Procedures established during the development phase and implemented by the PDC. PLATO data. Dependencies: Input from and output to WP 124 000 Output: Updated description of procedures to be applied and potential relations involving the convective core extension. Deliverables: 1. Reports on the tests with PLATO data and updated algorithms 2. Relations between convective core extensions and stellar parameters Milestones: 06/2025: End of validation and adjustment of new algorithms. 06/2027: Delivery of new procedures for seismic inference of stellar properties, incorporating the information learned from the analysis of PLATO data. Risks: Acceptable: The end of validation and adjustment can be slightly delayed depending on whether the data acquired by PLATO correspond to what was expected in the preparatory work PSM WPDs OPERATIONS Determination of Stellar Parameters Leader: Jørgen Christensen-Dalsgaard Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 99/190 PSM WP 125 000 01/2024 — 03/2030 Institution: Aarhus University (Denmark) Key Personnel: J. Christensen-Dalsgaard; Hans Kjeldsen (Aarhus); B. Chaplin (Birmingham) Objectives: Supervise the application in the PDC of procedures that deliver masses, radii, ages, and chemical composition of planet host stars with the precision required by the exoplanet WPs, and with full statistical characterization in terms of Probability Density Functions. 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 122 00 to ensure that optimal modelling tools are used for determination of 'classical' parameters under WP 125 200. Tasks: 1. 2. 3. 4. Coordination of the work done by WP 125 100 to 125 400 Make sure that the quality of the outputs from WP 125 100 to 125 400 match the specified requirements Ensure that updates are made in the procedures based on the properties of actual PLATO data Develop and apply procedures for utilizing the asteroseismic insights obtained through the analysis of PLATO data to improve the determination of stellar parameters. Input: Procedures, results and documentation from WP 125 100 to WP 125 400 Dependencies: Input from WP 121 000, WP 122 000, WP 123 000, WP 124 000 Output: Continued verification of optimized procedures to determine accurate masses, radii, ages, chemical composition as well as statistical characterization that satisfy the exoplanet specifications, with full documentation of the procedures Deliverables: Reports on the operations of the procedures to determine accurate masses, radii, ages, chemical composition as well as uncertainties that satisfy the exoplanet specifications, with documentation of the need for updates. Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: Minimal PSM WPDs OPERATIONS Scaling Laws Leader: Andrea Miglio Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 100/190 PSM WP 125 100 Operations phase 01/2024 — 03/2030 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. Validate the scaling relations by using new generations of stellar models and oscillation frequencies delivered by WP 121 100, 2. Update the calibration of the scaling relations using targets with available independent mass/radius estimates (detached eclipsing binaries, stars in clusters, nearby stars with precise interferometric and astrometric constraints) Input: 1. 2. 3. 4. Grids of stellar models (from WP 121 100), Predictions of mode amplitudes (from WP 126 100) Average seismic parameters (from WP 372 100) Non-seismic information on the targets (from WP 122 000). Dependencies: Input from WP 121 100, 122 000, and WP 126 100 Output: Updated, optimized and validated procedures to determine accurate masses, radii, ages, as well as uncertainties that satisfy the exoplanet specifications Deliverables: Optimized and validated procedures to determine accurate masses, radii, ages as well as uncertainties that satisfy the exoplanet specifications, with full documentation Milestones: 12/2024: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms and update stellar models and procedure Scientific validation of implementation at PDC will be performed as part of the PDC review process. Improve scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Minimal risks PSM WPDs OPERATIONS Incorporating Classical Parameters Leader: Sofia Feltzing Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 101/190 PSM WP 125 200 01/2024 — 03/2030 Institution: Lund Observatory, Lund University (Sweden) Key Personnel: S. Feltzing Objectives: Improve and validate the procedures developed during the development phase 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 parallaxes, from the Gaia observations, expected to be available when PLATO is launched. The analysis will make use of standard stellar model atmospheres, in collaboration with other WPs. A full statistical analysis and proper error propagation must be ensured. 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: From WP 122 000, WP 121 000 Dependencies: Input from WP 122 000, WP 121 000 Output: Work with WP 122 000 and WP 121 000 to produce the relevant data for the mission. Undertake additional ground based follow-up observations (if this was found necessary during the development phase). Deliverables: Algorithm part devised to include the non-seismic data in the algorithms that will deliver mass, age and other characteristics of host stars, including full documentation. Milestones: 12/2024: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms and update stellar models and procedure Scientific validation of implementation at PDC will be performed as part of the PDC review process. Improve scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Acceptable. The efficiency of including the non-seismic information in the algorithms to determine the characteristics of host stars depends on the quality of the non-seismic data available during this phase. PSM WPDs OPERATIONS Seismic Parameters Leader: Christoffer Karoff Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 102/190 PSM WP 125 300 Operations phase 01/2024 — 03/2030 Institution: Aarhus University (Denmark) Key Personnel: C. Karoff Objectives: Based on procedures from WP 125 100 and WP 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: Interface between WP 125 000 and other WP such as seismic observables, including individual frequencies (WP 124 000), and models (WP 121 000) Input: Procedures from WP 125 100 and WP 125 200 Dependencies: This WP is part of WP 125 000 Output: Updated scientific specifications of procedures and algorithms, including full documentation. Milestones: 12/2024: Improvements of the procedures after tests with PLATO data. Delivery of first generation of optimized procedures. 07/2025: Detailed tests of the benefit of including individual frequencies. Analysis of systematic errors in the inferred stellar parameters. 12/2028: Delivery of second generation of optimized procedures. Risks: Acceptable risk PSM WPDs OPERATIONS Open Clusters Leader: Sarbani Basu Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 103/190 PSM WP 125 400 Operations phase 01/2024 — 03/2030 Institution: Yale University (USA) Key Personnel: S. Basu Objectives: Based on procedures from WP 125 100 and WP 125 200, and using input from WP 125 300, validate the procedures put in place 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 included for full statistical analysis, allowing determination of error properties of the inferred quantities to be tested. Tasks: 1. Validation that the pipeline involved in determining the basic properties of cluster stars from seismic and non-seismic data works with PLATO data. 2. Determining if new algorithms will be needed, and if so implement them. 3. Determine cluster properties from the properties of the cluster members. Input: Procedures from WP 125 100 and WP 125 200 Dependencies: Input from WP 125 100, WP 125 200 and WP 125 300 Output: Validated code. Better statistical analyses. Deliverables: Improved codes. Initial results Milestones: 12/2024: Improvements of the procedures and algorithms after tests with PLATO data; Determining tentative cluster properties with first sets of PLATO data. 07/2025: Improve estimated based on parallel developments in the physical description of stellar models. 12/2028: Delivery of validated models of the clusters. Risks: Acceptable risks of delivering the final cluster properties if stellar models are improved significantly in the meantime. PSM WPDs OPERATIONS Mode Physics Leader: Kevin Belkacem Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 104/190 PSM WP 126 000 Operations phase 01/2024 — 03/2030 Institution: LESIA, Observatoire de Paris (France) Key Personnel: K. Belkacem; F. Baudin (IAS) Objectives: The mode physics sub-working groups will be designed to converge toward realistic determination of mode amplitudes and line-widths. The objectives are to provide realistic stellar light-curves, for internal use in 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. Coordination of the works of the work packages WP 126 100 to WP 126 400. Tasks: 1. Coordination of the validation work that consists in checking that the procedures to derive mode amplitudes and line-width that we specified during the development phase are fully adapted and run properly with the data provided by PLATO 2. Coordination of the validation work that consists in checking that the procedures to correct mode frequencies from surface and magnetic effects are fully adapted and run properly with the data provided by PLATO 3. Improvements of the methods to correct mode frequencies from surface and magnetic effects. Input: PLATO data Dependencies: Input from and output from PLATO End-to-End Simulator and PSM (WP 126 100 to WP 126 400) Output : Updated scientific specifications of procedures and algorithms Deliverables: Reports and algorithms Milestones: 06/2025: Improvements of the procedures and algorithms after tests with PLATO data 03/2029: Delivery of third generation of procedures and algorithms, validated using PLATO data Risks: Acceptable risks of delay PSM WPDs OPERATIONS Mode Amplitude and Near-Surface Effects on Mode Parameters Leader: R. Samadi Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 105/190 PSM WP 126 100 01/2024 — 03/2030 Institution: LESIA, Observatoire de Paris (France) Key Personnel: R. Samadi; K. Belkacem (LESIA, Paris); H.-G. Ludwig (Heidelberg); L. Bigot (Nice); E. Caffau (GEPI, Paris) Objectives: 1. Comparison between amplitudes of solar-type oscillations measured by PLATO and those derived from the models developed during the development phase; 2. Improvements of the modelling of the mode amplitudes; 3. Test modelling of the near-surface effects using PLATO observations; 4. Improvements of the modelling of the near-surface effects Tasks: 1. Extend the grid of models computed during the development phase; 2. Comparison of the preliminary releases of PLATO seismic data with models developed during the development phase; 3. Interpretation of the observed differences and improvement of the models; 4. Compute mode frequencies (using the first generation of PLATO stellar models) and apply the near surface models developed during the implementation phase; 5. Interpretation of the observed differences and improvement of the modelling of the near-surface effects. Input: Seismic data: mode frequencies, mode line-widths and mode heights (WP 370) Dependencies: PDC (WP 370) Output: Second generation of models of mode driving and near surface effects. Deliverables: Full grid of stellar models of mode driving and near surface effects. Reports of WP activity. Milestones: 12/2026: Extend of the grid of models and preliminary comparison with the first releases of PLATO data 12/2027: Comparison between consolidated PLATO observations and model predictions 07/2028: Model improvements Risks: acceptable risks PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 106/190 Mode Line-Width Leader: Marc-Antoine Dupret Rev.: 5 PSM WP 126 200 Operations phase 01/2024 — 03/2030 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. Computation of mode-linewidths with the new code obtained in the development phase, over the grid of stellar models computed in WP 121 000 2. Validation of the previous mode line-width modelling using first PLATO data 3. Improvement of time-dependent convection models 4. New line-widths computations Input: - Non-radial non-adiabatic oscillation code MAD 3D simulations of convection (WP 122 100 and WP 123 200) Grid of stellar models computed in WP 121 000 First PLATO data Dependencies: WP 126 000, WP 122 100, WP 123 200 and WP 121 000 Output: Second generation grid of mode line-widths and time-dependent convection model Deliverables: Validated mode line-width model. Milestones: 12/2024: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms and update stellar models and procedure Scientific validation of implementation at PDC will be performed as part of the PDC review process. Improve scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Minimal risk PSM WPDs OPERATIONS Intensity-Velocity Relation Leader: Günter Houdek Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 107/190 PSM WP 126 300 01/2024 — 03/2030 Institution: Aarhus University (Denmark) Key Personnel: G. Houdek Objectives: Coordination of the work packages WP 126 300. Tasks: 1. Coordination of the workload consisting of testing procedures for computing stellar models and nonadiabatic pulsation eigenfunctions for the data sets provided by PLATO. 2. Coordination of the work for deriving specifications of new procedures and algorithms for seismic diagnoses as required for processing the PLATO data. 3. Coordination of the work (stellar and pulsation modelling, asteroseismic diagnoses) of data collected from PLATO host stars. Input: PLATO data. Dependencies: Input and output from PDC (WP 370) and PSM (WP 100, WP130, WP160); PLATO End-to-End Simulator. Output: Updated scientific specifications of the procedures and algorithms for modelling and describing pulsation properties. Deliverables: Report and procedures. Milestones: 12/2024: Improvements of the procedures and algorithms after tests with PLATO data seismology and stellar modeling on first sets of PLATO data 07/2025: Theoretical developments to improve the physical description of stellar models based on our improved knowledge of stellar physics 12/2028: Delivery of third generation of validated models and procedures related to the characterization of host stars Risks: rd Acceptable risks of delay for delivering improved (3 generation) stellar models. PSM WPDs OPERATIONS Seismology of Magnetic Activity Leader: Laurent Gizon Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 108/190 PSM WP 126 400 01/2024 — 03/2030 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, using a code that computes the interaction of seismic waves with surface magnetic activity (starspots and active regions). Application of 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. Maintain 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. 2. Maintenance of development system 3. Characterization and parameterization of magnetic effects on oscillations 4. Application of methods to clean frequencies from magnetic effects 5. Application of methods to infer the magnetic field from stellar-cycle variations in mode frequencies Note: These methods will preferentially be applied to Sun-like stars hosting planets. Input: 1. Scientific literature 2. MHD pulsation code from development phase 3. PLATO seismic analyses of Sun-like stars with planets 4. Dependencies: WP 126 000, WP 123 000, WP 123 100, WP 123 400, WP 372 220 Output: Completion of tasks 1 to 5 Deliverables: Reports, operational development system, operational MHD pulsation code, methods to correct mode frequencies and infer stellar magnetic activity levels Milestones: 06/2025: Improvements of the procedures and algorithms after tests with PLATO data. 03/2029: Delivery of third generation of procedures and algorithms, validated using PLATO data Risks: Acceptable risks PSM WPDs OPERATIONS Seismic Constraints From Aging Stars Leader: Benoît Mosser Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 109/190 PSM WP 127 000 Operations phase 01/2024 — 03/2030 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: Validation of red giant models and of the seismic tools designed to derive masses, radius evolutionary state and chemical composition required by the WP dedicated to exoplanets around red giant stars. Validation of stellar evolution models for constraining the properties of main-sequence stars according to the observation of more evolved stars. Coordination with the activities under WP 121 (stellar models), WP 123 (stellar activity), WP 122 (non-seismic diagnostics). Tasks: 1. Coordination of the work done by WP 127 100-300, WP 121, WP 122, WP 128 2. Use PLATO data to define the improvements in the physics to be included in evolutionary stellar models 3. Test that the quality of the outputs from WP 127 100-300, 121, and 122 match the specified requirements 4. Establish procedures for utilizing the asteroseismic insights obtained through the analysis of PLATO data to improve the determination of stellar parameters. Input: PLATO data Dependencies: From WP 127 100-300, WP 122, 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: 06/2025: End of first scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation validated algorithms and updated procedures. Risks: Minimal risks, owing to the experience gained with precursors (CoRoT, Kepler) PSM WPDs OPERATIONS Stellar Models of Evolved Stars Leader: Paolo Ventura Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 110/190 PSM WP 127 100 01/2024 — 03/2030 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: Validate and refine grids of high quality 1D stellar models for low/intermediate mass in the phases of red giant branch (RGB) and core He-burning (He-B). The initial set of stellar parameters and the precision will be updated if required by the exoplanet transit detection in the framework of PLATO. Tasks: 1. Keeping updating the physical description of low/intermediate mass stellar models in dedicated evolutionary code 2. Use PLATO data to test the physics included in theoretical stellar models, and define the improvements to be included in new generation of models 3. Implement in the stellar evolution code the improvements in the physics that will be provided by WP 121 200, 121 300, 121 500 and 122 000. 4. If necessary, extension of the physical parameter domain considered in the first release of the grid. Input: 1. Relevant data concerning some physical inputs: Equation of State, conductive opacity, nuclear reaction rates; boundary conditions from atmosphere models (WP 122 000) 2. Evolutionary code and numerical tools for extracting the structural and evolutionary properties of the various stellar models. 3. Inputs from current works on standard and non-standard transport processes. 4. Dependencies: WP 127 and WP 121 Output: Improved and validated grids of 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: 12/2024: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms and update stellar models and procedure Scientific validation of implementation at PDC will be performed as part of the PDC review process. Improve scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Acceptable risks for the delay in the implementation of the algorithms for transport processes PSM WPDs OPERATIONS Seismic Diagnostics for Evolved Stars Leader: Andrea Miglio Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 111/190 PSM WP 127 200 01/2024 — 03/2030 Institution: University of Birmingham (UK) Key Personnel: A. Miglio; S. Deheuvels (OMP, IRAP); M.-A. Dupret (Liège); P. Eggenberger (Geneva); V. Silva Aguirre (Aarhus); J. Montalban (INAF-Padova) 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. Tasks: 1. Compute adiabatic oscillation frequencies as updated/improved models are provided by WP 127 100 2. Check that the procedures to derive stellar characteristics (mass, radius, age) are fully adapted to the data provided by PLATO Input: Grids of stellar models (from WP 127 100), seismic average parameters and oscillation frequencies from WP 372 100 and WP 372 250, non-seismic constraints from WP 130. Dependencies: Input from WP 127 100, WP 372 100, WP 372 250, WP 130 000 Output: Updated, 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: 12/2024: Finish first scientific validation of algorithms and tools with real PLATO data Until 2030: Continue validation of algorithms and update stellar models and procedure Scientific validation of implementation at PDC will be performed as part of the PDC review process. Improve scientific specifications according to prior validation results in phase with PDC implementation cycle. Risks: Minimal risks PSM WPDs OPERATIONS Constraints on Main-Sequence Stars Leader: Josefina Montalban Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 112/190 PSM WP 127 300 Operations phase 01/2024 — 03/2030 Institution: University of Padova (Italy) Key Personnel J. Montalban; A. Miglio (Birmingham); S. Deheuvels (OMP, IRAP); M.-A. Dupret (Liège); P. Eggenberger (Geneva); V. Silva Aguirre (Aarhus); L. Girardi (INAF-Padova); A. Bressan (INAF-Padova); Y. Lebreton (GEPI, Paris); S. Cassisi (INAF-Teramo); A. Palacios (Montpellier) Objectives: Deriving constraints on main-sequence stars hosting planets from the comprehensive study of the observations of stellar populations including all evolutionary stages Tasks: 1. Use adiabatic oscillation frequencies as updated/improved models are provided by WP 127 100 2. Check seismic diagnostic tools all along stellar evolution 3. Check that the procedures to derive stellar characteristics (mass, radius, age) are fully adapted to the data provided by PLATO Input: Oscillation frequencies of stellar models (from WP 127 200), seismic average parameters and oscillation frequencies from WP 372 100 and WP 372 250, non-seismic constraints from WP 130. Dependencies: Input from WP 127 100, WP 372 100, WP 372 250, WP 130 000 Output: Updated, 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: 06/2025: End of first scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation validated algorithms and updated procedures. Risks: Minimal risks PSM WPDs OPERATIONS Power Spectrum Fitting Tools Leader: Bill Chaplin Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 113/190 PSM WP 128 000 01/2024 — 03/2030 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: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 000 is part of the Stellar Science work package Output: Updates to the recommended procedures Deliverables: Updates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: None PSM WPDs OPERATIONS Average Seismic Parameters Leader: Rafael A. García Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 114/190 PSM WP 128 100 Operations phase 01/2024 — 03/2030 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 solar-like oscillators Tasks: 1. Validation of procedures from results on early PLATO data 2. Review of necessary or desirable updates to the procedures 3. Development and full specifications for any updates needed to the procedures Input: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 100 is part of the Stellar Science work package Output: Any necessary updates to the recommended procedures Deliverables: Updates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data 03/2029: Third generation of validated algorithms and updated procedures Risks: none PSM WPDs OPERATIONS Mode Fitting Tools Leader: Bill Chaplin Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 115/190 PSM WP 128 200 Operations phase 01/2024 — 03/2030 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 peak-bagging, 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: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 200 is part of the Stellar Science work package. Output: Any necessary updates to the recommended procedures Deliverables: Updates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: none PSM WPDs OPERATIONS Solar-Like Stars Leader: Bill Chaplin Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 116/190 PSM WP 128 210 Operations phase 01/2024 — 03/2030 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. Validation of procedures from results on early PLATO data 2. Review of necessary or desirable updates to the procedures 3. Development and full specifications for any updates needed to the procedures Input: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 210 is part of the Stellar Science work package Output: Any necessary updates to the recommended procedures Deliverables: Updates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: none PSM WPDs OPERATIONS Solar-Like Stars with Planets Leader: Tiago Campante Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 117/190 PSM WP 128 220 Operations phase 01/2024 — 03/2030 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. Validation of procedures from results on early PLATO data 2. Review of necessary or desirable updates to the procedures 3. Development and full specifications for any updates needed to the procedures Input: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 220 is part of the Stellar Science work package Output: Any necessary updates to the recommended procedures Deliverables: Updates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: None PSM WPDs OPERATIONS Multiple Stars Leader: Guy Davies Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 118/190 PSM WP 128 230 Operations phase 01/2024 — 03/2030 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. Validation of procedures from results on early PLATO data 2. Review of necessary or desirable updates to the procedures 3. Development and full specifications for any updates needed to the procedures Input: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 230 is part of the Stellar Science work package Output: Any necessary updates to the recommended procedures Deliverables: Updates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: None PSM WPDs OPERATIONS Ensemble Fit Leader: Jerôme Ballot Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 119/190 PSM WP 128 240 Operations phase 01/2024 — 03/2030 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. Validation of procedures from results on early PLATO data 2. Review of necessary or desirable updates to the procedures 3. Development and full specifications for any updates needed to the procedures Input: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 240 is part of the Stellar Science work package Output: Any necessary updates to the recommended procedures Deliverables: Updates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: None PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 120/190 Fitting Tools for Evolved Stars Leader: Saskia Hekker Rev.: 5 Operations phase PSM WP 128 250 01/2024 — 03/2030 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. Validation of procedures from results on early PLATO data 2. Review of necessary or desirable updates to the procedures 3. Define and test full specifications for any updates needed to the procedures Input: Results on real PLATO data from application of procedures in the PDC Dependencies: WP 128 250 is part of the Stellar Science work package Output: Any necessary updates to the recommended procedures Deliverables: pdates and reports on operation of procedures on real PLATO data Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data. 03/2029: Third generation of validated algorithms and updated procedures. Risks: None PSM WPDs OPERATIONS Interfaces Leader: Frédéric Baudin Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 121/190 PSM WP 129 000 Operations phase 01/2024 — 03/2030 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 activities of the WP 120. Tasks: 1. Ensure updates to the tools and algorithms are properly validated and transmitted to PDC 2. Interface for outreach activities of WP 120: fulfilling demands of general PLATO outreach activities and proposing outreach material based on WP 120 activities Input: Updated models, prototyped algorithms and tools from WP 120 XXX (to be transmitted to PDC), potential outreach material Dependencies: None Output: Validated updated specifications to be transmitted to PDC, outreach material ready to be included in PLATO general outreach activities Deliverables: Reports and proposed validations of updated algorithms and tools Milestones: 06/2025: End of scientific validation of algorithms and tools with real PLATO data 03/2029: Third generation of validated algorithms and updated procedures Risks: None PSM WPDs OPERATIONS Target / Field Characterization and Selection Leader: Giampaolo Piotto Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 122/190 PSM WP 130 000 01/2024 — 03/2030 Institution: Università di Padova (Italy) Key Personnel: G. Piotto; 1 postdoc Objectives: Coordinate all the WPs to deliver the PLATO input catalogue with all relevant parameters for each target. Tasks: 1. Refinement of first field PIC content 2. Refinement of all PLATO fields coordinates 3. Refinement of the criteria for identification, selection and prioritization of the all field targets and corresponding parameters, also on the basis of the actual PLATO collected data and experience 4. Provide the criteria for contaminant list and properties selection 5. Provide target false alarm probability Input: All catalogues/parameters gathered by WP 131 000 and WP 132 000 Dependencies: Output of WP 131 000, 132 000 Output: Final list of targets/parameters of the PLATO input catalogue Deliverables: Final catalogue of PLATO targets Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: None PSM WPDs OPERATIONS Project Office Assistant Leader: Valentina Granata Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 123/190 PSM WP 130 100 01/2024 — 03/2030 Institution: Università di Padova (Italy) Key Personnel: V. Granata Objectives: 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 meeting 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: Preparation of all PIC Documents Deliverables: Meeting / teleconference minutes, WP Documents Milestones: L+6m: Preparation of documents for refined PIC for the first PLATO field L+96m: Preparation of documents for validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) Risks: None PSM WPDs OPERATIONS Catalogues Analysis Leader: Valerio Nascimbeni Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 124/190 PSM WP 131 000 Operations phase 01/2024 — 03/2030 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. The task continues during the operational phase because of the need of updating the PIC content following the schedule of Gaia releases and the scheduling of PLATO observations beyond the first run. Tasks: 1. Update the list of parameters to be collected (in particular using the intermediate Gaia releases) 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: Updated 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+6m: Updated criteria for the characterization of the first PLATO field and preliminary criteria for the other fields L+96m: Updated 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 OPERATIONS Gaia Catalogue Analysis Leader: Alessandro Sozzetti Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 125/190 PSM WP 131 100 01/2024 — 03/2030 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 with WP 133 200 for the purpose of continuously refining and finalizing the set of data products requirements ahead of the publication of the Gaia 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 refined assessments of nearby dwarf targets based on the new Gaia early release catalogue. Detailed parameterization of potential targets criteria for PIC Milestones: L-End-to-end: Further refinements to parameterization of potential PLATO targets criteria based on Gaia final catalogue release, if applicable. Risks: Unavailability of the necessary catalogue parameters from Gaia astrometry, photometry and spectroscopy at the level of early data releases and final catalogue - MINIMAL PSM WPDs OPERATIONS PLATO-Gaia Simulations Leader: Holger Voss Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 126/190 PSM WP 131 150 01/2024 — 03/2030 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 final Gaia catalogue, b) to simulate PLATO targets from Gaia catalogues, and c) to become a tool to refine the selection of PLATO target fields. Tasks: 1. Update transformations from Gaia photometry to PLATO photometry for the sources in the Gaia catalogue based on the knowledge about the PLATO instrument after launch and during the operations. 2. Implement error models in GOG according to the final Gaia catalogue 3. Provide tools to evaluate the contribution of faint Gaia sources to the background level of the pixel 4. Update GOG to become a simulations tool provider for WP 131 110, WP 131 120, WP 131 130 and WP 131 140 in operations phase. 5. Compile additional data (ground based or space based) that may be needed to provide simulations for PLATO. Input: Gaia final catalogue: astrometric, photometric and spectroscopic data Gaia DPAC GOG tool for simulation PLATO instrument characterisation (passband, sensitivity, QE and pixel sizes in particular) kept updated 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: 2024: Updated error model from the Gaia final release (astrometry, photometry, spectroscopy, stellar parameters) and possible extensions of Gaia mission. 2025 - Updated GOG to simulate PLATO output data based on PLATO real observations in early operational phases (commissioning). Risks: None PSM WPDs OPERATIONS Other Large Catalogues Analysis Leader: Ricardo Claudi Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 127/190 PSM WP 131 200 01/2024 — 03/2030 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 specify 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: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes 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 PSM WPDs OPERATIONS Photometric and Astrometric Catalogues Leader: Valerio Nascimbeni Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 128/190 PSM WP 131 210 Operations phase 01/2024 — 03/2030 Institution: INAF-OAPD (Italy) Key Personnel: V Nascimbeni; G. Piotto (Padova); S. Ortolani (Padova); 1 postdoc Objectives: Optimal extraction of the stellar parameters for the candidate targets in the PLATO Stellar Samples 1, 2, 3, 5 within the PLATO fields selected by WP 132 200, from the analysis of photometric and astrometric catalogues Tasks: 1. Use the classification technique(s) chosen during the Definition Phase to determine stellar parameters within the selected PLATO fields 2. Include photometric/astrometric data coming from new surveys which will have become available, and re-assess the reliability (completeness and contamination level) of the output data 3. Implement software tools to provide a single, homogeneous final database of stellar parameters to WP 132 300 and WP 132 400. Cross-check targets from Gaia (WP 131 100) Input: 1. Existing and forthcoming photometric/astrometric catalogues 2. PLATO fields selected by WP 132 200 Dependencies: Selected PLATO fields from WP 132 000 Output: Database of stellar parameters with reliability diagnostics for candidate targets within PLATO Stellar Samples 1, 2, 3, 5. Deliverables: Document with the assessment of the reliability of the extracted stellar parameters, along with a detailed description of the technique(s) and tools used to derive stellar classification Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Available data could not be sufficient to extract the candidate list for all the Stellar Sample with the required level of reliability. In particular, the Stellar Sample 5 (mV<11) is the most critical one. The opportunity of a dedicated ground-based survey would be considered PSM WPDs OPERATIONS M-Dwarfs Leader: Loredana Prisinzano Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 129/190 PSM WP 131 220 Operations phase 01/2024 — 03/2030 Institution: INAF - Osservatorio Astronomico di Palermo (Italy) Key Personnel: L. Prisinzano; L. Affer (INAF-Palermo); G. Micela (INAF-Palermo) Objectives: Extraction of the M-dwarf targets to be observed in the second PLATO long-duration field and in the step & stare fields by using the latest release of the Gaia catalogue Tasks: 1. Use of the latest available release of the Gaia catalogue to check both the luminosity class and the spectral type of M-dwarf targets selected during the development phase 2. Provide a single, homogeneous final catalogue of M-dwarfs to be observed by PLATO Input: 1. Output catalogue from the WP 131 220 development phase 2. PLATO fields selected by WP 132 200 3. Most recent Gaia release. Dependencies: Selected PLATO fields from WP 132 200 Output: Catalogue of M-dwarf candidate targets to be used for the PLATO Stellar Sample 4 in the second PLATO longduration field and for the step & stare fields Deliverables: Report with description and discussion of the criteria used to classify the candidates for the PLATO Stellar Sample 4, based on the latest Gaia catalogue Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Available data could be contaminated by reddened early type stars and/or giants and/or pre-main sequence objects in case of time delay in the release of the Gaia results. PSM WPDs OPERATIONS M-Dwarfs as Planet Hosts Leader: Peter Wheatley Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 130/190 PSM WP 131 221 01/2024 — 03/2030 Institution: University of Warwick (UK) Key Personnel: P. Wheatley Objectives: Apply models of the P4 sample of M-dwarfs developed during the implementation phase to plan for P4 sample during the step-and-stare phase of the mission. The P4 targets are faint, but provide the primary opportunity to discover habitable planets during the step-and-stare phase (because habitable planets around M-dwarfs will have short orbital periods). This work package addresses issues of targeting, analysis and follow up that are unique to the P4 sample, due to the faintness, red spectrum and variability characteristics of the host stars. The P4 sample detectable against jitter noise will be simulated for each of the step and stare fields, in order to determine the numbers and magnitude distributions of faint targets, the likely planet catch, and to ensure that adequate and appropriate follow-up resources are allocated to the confirmation of this small-planet sample (with priority given to 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 P4 sample in each step and stare field, accounting for M-dwarf spectra and jitter noise. 3. Simulations of likely planet catch and magnitude distribution of M-star planet hosts. 4. Assessment of P4 variability characteristics. 5. Feedback on P4 selection criteria from WP 131 220. 6. Analysis of follow-up resources needed to confirm terrestrial planets around M-star sample. Input: Scientific Literature; P4 simulations developed during implementation phase; criteria for P4 target selection from WP 131 220. Dependencies: P4 simulations developed during implementation phase; criteria for P4 target selection from WP 131 220. Output: An understanding of the P4 M-dwarf sample in the step and stare fields, including the impact of stellar activity and variability; feedback on target selection criteria from 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: 06/2023: Delivery of final report on activity L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes 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 OPERATIONS Stellar Activity Leader: Isabella Pagano Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 131/190 PSM WP 131 230 Operations phase 01/2024 — 03/2030 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 and update the catalogue with new data from the literature Tasks: 1. Extraction of data on stellar activity from the literature according to what defined during the definition phase 2. Acquisition and reduction of new data on activity level for the targets not already characterized 3. Production of the catalogue to be ingested by the PDC 4. 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: 1. A catalogue of data useful to assess the activity level of the PLATO candidate targets 2. Updated release of the catalogue after its first release Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Acceptable risk PSM WPDs OPERATIONS Binary Systems Leader: Silvano Desidera Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 132/190 PSM WP 131 240 Operations phase 01/2024 — 03/2030 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 on individual targets from WP 131 000 Dependencies: Input from WP 132 000, interface with WP 350 000 and WP 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: L+96m: identify required information for PLATO Step & Stare fields 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) PSM WPDs OPERATIONS Known and Candidate Exoplanets Leader: Serena Benatti Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 133/190 PSM WP 131 260 01/2024 — 03/2030 Institution: INAF-Osservatorio Astronomico 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 - PLATO Planets candidate Dependencies: None Output: Catalogue of known and candidate planets Deliverables: - Software Tools - Reports - Catalogue Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) Risks: Minimal PSM WPDs OPERATIONS Single Target Additional Data Leader: Isabelle Boisse Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 134/190 PSM WP 131 300 01/2024 — 03/2030 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 WP 2. Validate regular updates of the catalogue Tasks: Gather the outputs from WP 131 310, WP 131 320, WP 131 330 1. Update the catalogue of stellar parameters derived from spectroscopic or imaging data analysis 2. Check compliance of the catalogue with the specifications 3. Validate 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+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Minimal risks PSM WPDs OPERATIONS High Resolution and Deep Imaging Leader: Arthur Vigan Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 135/190 PSM WP 131 310 Operations phase 01/2024 — 03/2030 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: A. Vigan; I. Boisse (LAM); F. Bouchy (IAP/OHP); M. Deleuil (LAM) Objectives: 1. Update the imaging catalogue for individual stars 2. Validate the updates Tasks: 1. Check results from new HR imaging observations that might be of interest for PLATO and prepare updates of the catalogue 2. Check compliance of the updates with the specifications 3. Validate regular updates Input: Catalogues from various observatory archives and/or scientific publications Dependencies: WP 131 300 Output: Catalogue of stars observed by imaging facility with their characteristics (observatory, instrument, resolution, wavelength range, etc.) and the derived parameters, including those of close contaminants to be provided to WP 131 000 Deliverables: Catalogue of stars observed by imaging facility with their characteristics (observatory, instrument, resolution, wavelength range, etc.) and the derived parameters, including those of close contaminants Milestones: Post launch: Continuing refinements of the catalogues Risks: Minimal risks PSM WPDs OPERATIONS Spectroscopic Data Leader: Isabelle Boisse Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 136/190 PSM WP 131 320 Operations phase 01/2024 — 03/2030 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: I. Boisse Objectives: 1. Update the spectroscopic catalogue for individual stars 2. Validate the update Tasks: 1. Gather new spectra from ground-based facilities archives 2. Update the 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 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: Post launch Continuing refinements of the catalogues Risks: Minimal risks PSM WPDs OPERATIONS Preparatory Observations Leader: Klaus G. Strassmeier Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 137/190 PSM WP 131 330 01/2024 — 03/2030 Institution: AIP (Germany) Key Personnel: K.G. Strassmeier, T. Granzer (AIP); J. Bartus (Konkoly); E. Depagne (AIP); I. Di Varano (AIP); G. Bihain (AIP); N.N. Objectives: Provide a stellar-variability survey for the PLATO short–pointing fields Tasks: 1. Carry out a time-series photometric survey for the short-cadence PLATO fields. 2. Apply either a smaller cadence compared to the long-duration fields or cover only the central PLATO field of view (e.g. the field with all cameras) but aim for two proposed fields per year. tbd Input: Need to know the exact location of the fields Dependencies: WP 132 000 Output: A time-series of 200 CCD pointings of the full 2,300-sqrd PLATO FOV per 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: (as for the long-duration fields) 1. Provide seasonal-long light curves of all targets between 8th-17th magnitude within the short-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. 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). It will allow a statistical separation of dwarfs from giants and a crude separation of early-type from late-type stars. Milestones: 2024: Start of survey in the northern hemisphere. 2028: Start of survey in the southern hemisphere. Risks: None. PSM WPDs OPERATIONS K2 Data Leader: Magali Deleuil Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 138/190 PSM WP 131 400 Operations phase 01/2024 — 03/2030 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: M. Deleuil; I. Boisse (LAM); F. Bouchy (IAP/OHP); A. Vigan (LAM); Don Pollacco (Warwick) Objectives: 1. Update the catalogue for individual stars and planets observed with K2 2. Validate the update Tasks: 1. Check for new results from publications of K2 observations and update accordingly the catalogue for individual stars and planets observed 2. Check compliance of the updates with the specifications 3. Validate regular updates Input: Catalogues from NASA archives and/or scientific publications Dependencies: WP 131 000 Output: Updates of the 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: Updates of the 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: Post launch: deliver refinements of the catalogue Risks: No risks identified PSM WPDs OPERATIONS TESS Data Leader: Magali Deleuil Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 139/190 PSM WP 131 500 Operations phase 01/2024 — 03/2030 Institution: Laboratoire d’Astrophysique de Marseille (France) Key Personnel: M. Deleuil; I. Boisse (LAM); F. Bouchy (IAP/OHP); A. Vigan (LAM); Don Pollacco (Warwick) Objectives: 1. Update the catalogue for individual stars and planets observed by TESS 2. Validate the updates Tasks: 1. Check for new results from publications of TESS and update accordingly the catalogue for individual stars and planets 2. Check compliance of updates with the specifications 3. Validate regular updates Input: Catalogues from NASA archives and/or scientific publications Dependencies: WP 131 000 Output: Update of the 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: Updates of the 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: Post launch: deliver refinements of the catalogues Risks: No risks identified PSM WPDs OPERATIONS Contaminant Analysis Leader: Ulrich Kolb Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 140/190 PSM WP 131 600 Operations phase 01/2024 — 03/2030 Institution: The Open University (UK) Key Personnel: U. Kolb Objectives: Explore contaminant information of PLATO targets in new surveys (LSST) Tasks: Only WP 131 630 is envisaged to contribute in this phase. The Coordination and management of the package. Input: WP 131 630 Dependencies: None Output: Enhanced assessment of contaminant information in Gaia and other pertinent catalogues. Deliverables: Assimilate information in contaminant modeller Milestones: WP 131 630 milestones Risks: None PSM WPDs OPERATIONS Contaminant Analysis From Other Catalogues Leader: Valerio Nascimbeni Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 141/190 PSM WP 131 630 01/2024 — 03/2030 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni; S. Hodgkin (IoA); U. Kolb (OU) Objectives: Define algorithms to supply contaminant information from new pertinent surveys (LSST) Tasks: 1. Develop procedure for contaminant extraction from respective catalogues 2. Provide calibrator for contaminant modeller Input: Dependencies: WP 132 300 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 new surveys (LSST) Milestones: Driven by LSST timetable. Risks: Acceptable risk. Rev.: 5 PSM WPDs OPERATIONS Field and Target Selection Leader: Ricardo Claudi Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 142/190 PSM WP 132 000 01/2024 — 03/2030 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, other than the first 2. Select criteria for PLATO targets and deliver them 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 criteria and prioritisation Deliverables: PIC and PLATO fields Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Minimal risks PSM WPDs OPERATIONS Field Selection Leader: Sergio Ortolani Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 143/190 PSM WP 132 100 Operations phase 01/2024 — 03/2030 Institution: Università di Padova (Italy) Key Personnel: S. Ortolani; G. Piotto (Padova); V. Nascimbeni (INAF-Padova); C. Afonso 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: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Acceptable risk PSM WPDs OPERATIONS Target Selection and Prioritisation Leader: Valentina Granata Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 144/190 PSM WP 132 200 01/2024 — 03/2030 Institution: Università di Padova (Italy) Key Personnel: V. Granata Objectives: Deliver all relevant criteria and parameters for each target 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 target parameters into PIC and for target criteria for selection from extended PLATO catalogue 4. Select criteria for PLATO targets and deliver them 5. Estimate completeness/contamination of the selected targets 6. Provide stellar parameters criteria for selection 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 list of criteria for all targets/parameters for the PLATO input catalogue Deliverables: Final criteria and prioritisation of all PLATO targets Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Depends on Gaia output; in case of delay or failure from Gaia the catalogue will rely on available photometric/astrometric catalogues, including some current ongoing wide field surveys. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 145/190 PLATO Field Contaminants Leader: Ulrich Kolb Rev.: 5 Operations phase PSM WP 132 300 01/2024 — 03/2030 Institution: The Open University (UK) Key Personnel: U. Kolb Objectives: Rolling improvement of false positive estimate algorithm in view of new survey output (such as LSST) and emerging PLATO data. Tasks: Coordination and management of the package. Input: WP 131 600, WP 113 000, WP 111 000 Dependencies: A close liaison with WP 113 000 and WP 111 000 and relevant sub-WPs is required Output: Improved false positive probability tool for catalogue sources, to generate improved contaminant information for each source. Deliverables: Improved code to obtain contaminant assessment on a source-by-source basis Milestones: Rolling programme Risks: Minimal risks PSM WPDs OPERATIONS False Alarm Probability Leader: Alexandre Santerne Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 146/190 PSM WP 132 320 Operations phase 01/2024 — 03/2030 Institution: University of Porto Key Personnel: A. Santerne; U. Kolb (OU) Objectives: Improve calculation of individual false positive probabilities, taking into account both observed contaminant properties and theoretical models of the physical nature of contaminants. Tasks: 1. Assimilate new catalogue information 2. Assimilate new model information 3. Update PLATO-PASTIS code Input: WP 131 600, WP 113 000, WP 111 000 Dependencies: None Output: Improved algorithm for calculating the false positive probability prior to the availability of PLATO data. Deliverables: Improved code Milestones: Rolling programme, driven by analysis of completed PLATO fields. Risks: None. PSM WPDs OPERATIONS Interface to Other PSM WPs and PDC Leader: Silvano. Desidera Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 147/190 PSM WP 133 000 Operations phase 01/2024 — 03/2030 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 WPs Tasks: Coordinate WP 133 100, WP 133 200, WP 133 300, WP 133 400 and WP 133 500 work Input: Development Phase documentation Dependencies: Output of the WP 133 100, WP 133 200, WP 133 300, WP 133 400 and WP 133 500 Output: Interface documentation Deliverables: Reports Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Acceptable risk PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 148/190 Interface to Other PSM WPs Leader: Silvano Desidera Rev.: 5 Operations phase PSM WP 133 100 01/2024 — 03/2030 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 WPs 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: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Interface problems, efficiency losses PSM WPDs OPERATIONS Interface to PDC Leader: Valentina Granata Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 149/190 PSM WP 133 200 Operations phase 01/2024 — 03/2030 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: Launch: Management of IRD / ICD L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Minimal risks PSM WPDs OPERATIONS Interface Gaia-PLATO Leader: Nicholas Walton Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 150/190 PSM WP 133 300 Operations phase 01/2024 — 03/2030 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: 12/2028: Final delivery of interface document to WP 130. Milestones: 06/2025: Proposal for selection of the step and stare PLATO fields 03/2026: Final catalogue of the second PLATO field 09/2027: Preliminary catalogues for the step and stare PLATO fields 09/2028: Refined catalogues for the step and stare PLATO fields Risks: This WP will comply with the PSM RMP. PSM WPDs OPERATIONS Interface to PLATO CCD Image Simulator Leader: Luca Borsato Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 151/190 PSM WP 133 400 01/2024 — 03/2030 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 (updates of the Simulator due to variations of the PLATO specs 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: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Interface problems, misinterpretation of the simulations and expected photometric quality PSM WPDs OPERATIONS Interface to TOU Leader: Riccardo Claudi Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 152/190 PSM WP 133 500 Operations phase 01/2024 — 03/2030 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 performance and calibration WP Input: Telescope Optical Unit (TOU) Calibration Dependencies: Performances of TOU Output: Refinement on Limit for target parameters Deliverables: Reports Milestones: L+6m: Refined PIC for the first PLATO field L+96m: Validation of the PIC for all PLATO fields (in due time for the delivery of PIC to SOC) L+96m Continuous refinement of PIC for all fields, building up on PLATO experience and accounting for the performance changes Risks: Minimal Risk PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 153/190 Coordination of PLATO Follow-Up Observations Leader: Stéphane Udry Rev.: 5 Operations phase PSM WP 140 000 01/2024 — 03/2030 Institution: Geneva University (Switzerland) Key Personnel: S. Udry (Geneva); NN (Geneva) Objectives: Coordination of the follow-up observations of PLATO transit candidates. Tasks: 1. Control that WP activities are progressing according to strategy and planning; facilitate horizontal transfer of information; etc. 2. 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 performances) Dependencies: WP 100 000, WP 110 000, WP 120 000, WP 130 000, WP 14X XX0, WP 160 000. Output: WP’s coordination Deliverables: Report synthesizing the FU-activities at the end of each phase Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Shortage of observing facilities that would lower the follow-up efficiency and thus the scientific return of the mission. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 154/190 Strategy and Operation Preparation Leader: Don Pollacco Rev.: 5 Operations phase PSM WP 141 000 01/2024 — 03/2030 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 monitor aids to be used by observers for efficient assessment of observation quality. 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 tools to be used by observing assessing an observations 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: 01/2025: Critical examination of FU strategy 03/2025: Start of FU observations for first PLATO field 03/2028: Start of FU observations for second PLATO field 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 OPERATIONS Target Distribution Requirements Leader: Ignasi Ribas Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 155/190 PSM WP 141 100 Operations phase 01/2024 — 03/2030 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. GarcíaPiquer (ICE); J. Guàrdia (ICE); J. Sanz (ICE) Objectives: To monitor the application, efficiency and performance of the target distribution methodology to ensure optimal PLATO target follow-up during operational phase. To reassess and report on the target distribution strategy, and reactively implement any necessary procedural changes or improvement in response to feedback from observers and/or facilities. Tasks: 1. To maintain and oversee user support and effective target distribution to ground-based facilities – thereby ensuring optimum efficiency. 2. To respond to observer/facility feedback during the operational phase (particularly during the early phase in year 1), readjusting distribution methodology accordingly. 3. To monitor follow-up facility efficiencies during the operational phase, rerouting target distribution to facilities taking into account any changing circumstances where appropriate. Input: 1. 2. 3. 4. Scientific literature. PLATO Red book and current PLATO performance estimation. Current follow-up facility performance and software manuals. Current Target Distribution procedures and manuals. Dependencies: Exchange of information and coordination with all WP 140 packages and WP 115 100. Output: Continued adaptation, improvement and monitoring of Target Distribution to follow-up efficiencies. Appraisal of Target Distribution performance, ensuring continued effectiveness and ability to respond to changing facilities and capabilities. Deliverables: Reports on efficiency of current distribution techniques and updated procedures/software defining methodology of object distribution in response to feedback during operational phase. Updated report on facility requirements and efficiencies, including observational aids. Milestones: 01/2025: Critical examination of FU strategy 03/2025: Start of FU observations for first PLATO field 03/2028: Start of FU observations for second PLATO field 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 OPERATIONS Aids for Optimizing Photometric and Spectroscopic Measurements Leader: Josep Colomé Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 156/190 PSM WP 141 200 01/2024 — 03/2030 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. GarcíaPiquer (ICE); J. Guàrdia (ICE); J. Sanz (ICE) Objectives: Monitoring the performance of the PLATO observation aid set and to use feedback during the operational phase to further develop them as required by observers. Tasks: 1. To maintain the PLATO Observational aid set during the operational phase. 2. To respond to observers and facility requests to extend functionality. 3. Review performance of the PLATO observational aid set as reported by observers and facility operators. Input: 1. 2. 3. 4. Scientific literature and instrumentation manuals. Current PLATO Observational Aid documentation PLATO Red book and current PLATO performance estimation. 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: Continued use of PLATO Observation aids that will enable the observer to make best use of telescope time and assess the quality of the data obtained. Deliverables: Aids maintained and documentation kept up to date. Milestones: 01/2026: Review of PLATO Observational aids performance after first year of operation. Annual mini-reports on activity thereafter 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 OPERATIONS Information Transfer Leader: Francesc Vilardell Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 157/190 PSM WP 141 300 Operations phase 01/2024 — 03/2030 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. GarcíaPiquer (ICE); J. Guàrdia (ICE); J. Sanz (ICE) Objectives: Monitor the performance of the PLATO Observer Interface and feedback to ancillary database during the operational phase. Develop this as required by observers and as experiences dictate. Tasks: 1. To maintain the PLATO Observer Interface aid set during the operational phase 2. To respond to observers and facility requests to extend functionality 3. Review performance of the PLATO Observer Interface aid set as reported by observers and facility operators Input: 1. 2. 3. 4. Scientific literature and instrumentation manuals Current PLATO Observer Interface documentation PLATO Red book and current PLATO performance estimation. Current follow-up facility performance descriptions and software manual Dependencies: Exchange of information and coordination with all WP 140 packages along with the Ancillary Database WP 312 500. Output: Continued use and enhancement of the PLATO Observer Interface that will enable observers to make best use of telescope time and assess the quality of the data obtained Deliverables: Observer Interface maintained and documentation kept up to date. Milestones: 01/2026: Review of PLATO Observational aids performance after first year of operation. Annual mini-reports on activity thereafter 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 OPERATIONS Planet Yield Determination Leader: Yann Alibert Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 158/190 PSM WP 141 400 Operations phase 01/2024 — 03/2030 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. Taking into account the first PLATO results: 2. Update the estimate the number of transiting planets detected by PLATO and for which a RV characterization is possible. 3. Update the estimate the corresponding observation time required for the planet characterization, for each category of telescope 4. Update the estimate of the rate of false positives 5. Update the estimate of the corresponding observation time required to discard the false positives Input: Selected stellar field Dependencies: WP 140 000 and all of its sub-packages Output: 1. Yield of planets per bin of mass and separation 2. Percentage of false positives of the different types Deliverables: Estimate of the telescope time required for planet confirmation and for discarding false positives Milestones: 01/2025: Critical examination of FU strategy 03/2025: Start of FU observations for first PLATO field 03/2028: Start of FU observations for second PLATO field Risks: Minimal risks PSM WPDs OPERATIONS Radial Velocity Follow-Up Leader: François Bouchy Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 159/190 PSM WP 142 000 01/2024 — 03/2030 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: Perform and coordinate the ground-based radial-velocity measurements of PLATO transit candidates. Tasks: 1. Coordinate the different teams linked to a RV instrument 2. Collect radial velocity data 3. Perform RV analysis Input: Ranked transiting candidates from the core science program detected by PLATO Dependencies: WP 140 000, WP 141 000, WP 146 000, WP 113 000 Output: RV Follow-up of PLATO transiting candidates Deliverables: Radial velocity to the ancillary database, nature of the candidates Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Acceptable risks PSM WPDs OPERATIONS Radial Velocity Computation and Global Analysis Tools Leader: Damien Ségransan Operations phase Institution: Geneva University (Switzerland) Key Personnel: D. Ségransan; F. Bouchy (LAM); C. Lovis (Geneva) Objectives: Perform and coordinate the activities of Radial Velocity computation and analysis Tasks: Software testing, maintenance and algorithm upgrade, implementation. Input: RV data from the different facilities used in the RV follow-up Dependencies: WP 140 000, WP 142 000, WP 146 000, WP 114 000 Output: Radial velocity Analysis Deliverables: Reports, updates on algorithms and tools Milestones: 06/2024: Scientific validation of algorithms and tools Until 2030: Improvements on the algorithms and tools when needed Risks: Acceptable risks Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 160/190 PSM WP 142 100 01/2024 — 03/2030 PSM WPDs OPERATIONS First Radial Velocity Screening [≥ 10 m/s] Leader: Eike W. Guenther Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 161/190 PSM WP 142 200 01/2024 — 03/2030 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: Perform and coordinate the activities of the first radial velocity screening of PLATO transit candidates to remove binaries and blends from candidate list, so that high-accuracy RV-measurements focus only on key targets. Perform and coordinate the activities of mass measurement of brown dwarfs, massive giant planets and hotJupiters. Tasks: 1. 2. 3. 4. 5. Get telescope time Prepare the scheduling and optimize the target’s observation strategy Collect and analysis of radial velocity data Update the status of candidates (binary, blend, brown-dwarf, massive giant planet, no variation, etc.) If needed trig the candidate’s observation to the most appropriate RV instrument. Input: List of ranked PLATO candidates. Dependencies: WP 140 000, WP 141 000, WP 142 000, WP 146 000, WP 113 000 Output: After removing the false-positives, “good” candidates will then be send to the repository of candidates suitable for higher-precision RV-measurements. Deliverables: Improved list of candidates, RVs, and mass of brown dwarfs, massive giant planets and hot-Jupiters. Milestones: 12/2024: Start of FU observations for first PLATO field Until 2030: Screening of candidates list Risks: Limited number of telescope facilities to carry out the follow-up observations. PSM WPDs OPERATIONS Intermediate Precision Radial Velocity Follow-Up [3-5 m/s] Leader: Claire Moutou Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 162/190 PSM WP 142 300 Operations phase 01/2024 — 03/2030 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: Perform and coordinate the ground-based radial-velocity observations using spectrographs of intermediate precision [3-5 m/s] on the ranked transiting candidate list Tasks: 1. 2. 3. 4. Select targets from initial list and update as Operation progress Get telescope time on facilities achieving the needed precision Prepare the scheduling and optimize the observation strategy Collect and analyse spectra and RV data Input: Ranked transiting candidates detected by PLATO Dependencies: WP 113 000, WP 142 000, WP 115 000, WP 140 000, WP 144 100, WP 146 000 Output: 1. List of observations made 2. Radial Velocities and orbital solutions 3. Spectra/RV Data and preliminary analysis Deliverables: Radial velocity data to the ancillary data base, combined fits and false-positive analysis Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Continuous availability of spectrographs with moderate RV precision up to 2025 PSM WPDs OPERATIONS Very High-Precision RV Measurements [≤ 1 m/s] Leader: Francesco Pepe Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 163/190 PSM WP 142 400 Operations phase 01/2024 — 03/2030 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: Perform and coordinate the activities of very high-precision radial-velocity measurements of PLATO transit candidates around quiet stars Tasks: 1. 2. 3. 4. Select targets from initial list and update as Operation progress Get telescope time on high precision facilities Prepare the scheduling and optimize the observation strategy Collect and analyse spectra and RV data Input: Ranked transiting candidates detected by PLATO Dependencies: WP 113 000, WP 142 000, WP 115 000, WP 140 000, WP 144 100, WP 146 000 Output: 1. List of observations made 2. Radial Velocities and orbital solutions 3. Spectra/RV Data and preliminary analysis Deliverables: Radial velocity data to the ancillary data base, combined fits and false-positive analysis Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Continuous availability of spectrographs with high RV precision up to 2025 PSM WPDs OPERATIONS Infrared Radial-Velocity Measurements Leader: Thierry Forveille Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 164/190 PSM WP 142 500 Operations phase 01/2024 — 03/2030 Institution: IPAG (France) Key Personnel: T. Forveille; P. Figueira (Porto); X. Bonfils (IPAG); X. Delfosse (IPAG); N. Santos (Porto); P. J. Amado (IAA); E. Guenther (TLS) Objectives: Prepare and coordinate the activities of ground-based radial-velocity measurements of PLATO transit candidates using infrared spectrographs. Tasks: 1. Follow strategy developed during development phase and apply for telescope time 2. Prepare scheduling and optimize the observation strategy 3. Collect data and perform analysis Input: 1. PLATO transit candidates 2. The properties of their host stars (mass, luminosity, activity, spectral type, etc.) Dependencies: WP 140 000, WP 141 000, WP 113 000, WP 144 100, WP 115 200 Output: 1. Identification of planets and false positives 2. Mass of PLATO planets (that are best measured in the IR) Deliverables: Report (for mid-term and final reviews), RVs and spectra Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Existing infrared spectrographs are not optimized for RVs (but have already reach 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 the operations phase. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 165/190 Time Critical Photometry Leader: Roi Alonso Rev.: 5 Operations phase PSM WP 143 000 01/2024 — 03/2030 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: R. Alonso; H.J. Deeg (IAC); E. Pallé (IAC); M. Montalto (CAUP) Objectives: To coordinate and lead the ground-based time critical photometric follow-up observations of PLATO transit candidates Tasks: 1. Coordinate applications for telescope time on the photometric facilities identified in the development phase 2. Liaise with other WPs, notably WP 144 000 and WP 142 000 3. Coordinate preparation of observing runs with optimized observing strategy: on/off images, time series photometry, additional colour information to add constraints for validation of difficult cases. 4. Coordinate collection, analysis and interpretation of time critical photometric data, and reports 5. Update status of candidates based on photometric results Input: Ranked transit candidates identified in PLATO data Meetings with PLATO Follow-Up Management Team Dependencies: Information exchange with other WP’s, especially WP 144 000 and WP 142 000 Output: Optical and/or NIR time critical photometric data of transiting candidates and confirmed systems Deliverables: 1. Photometric data to ancillary database 2. Conclusions as to candidates’ false-positive and/or colour constraints for validation of difficult cases Milestones: 07/2024: Critical examination of FU strategy 01/2025: Start of FU observations for first PLATO field 01/2028: Start of FU observations for second PLATO field Risks: Uncertainty as to which ground-based facilities will be available from 2024. PSM WPDs OPERATIONS Photometry Specific Tools Leader: H.J. Deeg Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 166/190 PSM WP 143 100 01/2024 — 03/2030 Institution: Instituto de Astrofísica de Canarias (Spain) Key Personnel: H. J. Deeg Objectives: Assure that contributing facilities have state-of-the-art data analysis techniques for photometric follow-up, and provide the contributing observing facilities with a homogeneous set of analysis tools. Tasks: Software implementation and upgrades Input: • Scientific literature • Feedback from observers Dependencies: Information exchange with other WP’s, especially WP 143 200, WP 143 300, WP 143 400 Output: Methods to improve efficiency of existing photometric algorithms Deliverables: Improved pipelines, documentation. Milestones: 07/2024: Critical examination of FU tools Risks: None; ample experience from prior follow-up programs (for CoRoT, Kepler) is present PSM WPDs OPERATIONS Photometric Follow-Up with Small Telescopes Leader: G. Wuchterl Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 167/190 PSM WP 143 200 01/2024 — 03/2030 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. 2. 3. 4. Link with registered facilities to PLATO Follow-Up Coordinate execution of follow-up observations requested and defined in WP 143 000. Assure required precision is met. Report results to WP 143 000 Input: • Candidates to be followed-up by small telescopes Dependencies: Information exchange with other WPs, especially WP 143 000, WP 143 100, WP 143 300, WP 143 400 Output: Results of observations. Deliverables: Updates on documentation Milestones: Risks: Uncertainty as to which ground-based facilities will be available from 2024. PSM WPDs OPERATIONS Standard Photometric Observations Leader: R. Alonso Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 168/190 PSM WP 143 300 01/2024 — 03/2030 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. 2. 3. 4. Link with registered facilities to PLATO Follow-Up Coordinate execution of follow-up observations requested and defined in WP 143 000. Assure required precision is met. Report results to WP 143 000 Input: • Candidates to be followed-up by moderate-sized telescopes Dependencies: Information exchange with other WPs, especially WP 143 000, WP 143 100, WP 143 200, WP 143 400 Output: Results of observations. Deliverables: Reports on observations, statistics. Milestones: Risks: Uncertainty as to which ground-based facilities will be available from 2024. PSM WPDs OPERATIONS Very High Precision Photometric Observations Leader: E. Pallé Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 169/190 PSM WP 143 400 01/2024 — 03/2030 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. 2. 3. 4. 5. Link with registered facilities to PLATO follow-up Coordinate time allocations at required facilities Coordinate execution of follow-up observations requested and defined in WP 143 000. Assure required precision is met. Report results to WP 143 000 Input: • Candidates to be followed-up by big telescopes and/or space telescopes. Dependencies: Information exchange with other WPs, especially WP 143 000, WP 143 100, WP 143 200, WP 143 300 Output: Results of observations. Deliverables: Reports on observations, observing logs, photometric time series, statistics. Milestones: Assure observations of all high priority targets in need of high-precision follow-up Risks: Uncertainty as to which suitable facilities will be available from 2024. PSM WPDs OPERATIONS High Angular Resolution Imaging Leader: Silvano Desidera Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 170/190 PSM WP 144 000 Operations phase 01/2024 — 03/2030 Institution: INAF – Osservatorio Astronomico di Padova (Italy) Key Personnel: S. Desidera; V. Nascimbeni (Padova); M. Janson (Stockholm); D. Mesa (INAF-Padova); M. Bonavita (Edinburgh); A. Vigan (LAM); V. D’Orazi (INAF-Padova) 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, WP 144 500, 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 130 000) have been properly taken into account 4. Monitor the amounts of required observing time with respect to expectations 5. Coordinate applications for telescope time on the facilities identified in the development phase 6. Coordinate preparation of observing runs to optimize observing strategy for imaging transit candidates on different spatial scales, and to potentially characterize confirmed planetary systems through AO imaging 7. Coordinate collection, analysis and interpretation of these data Input: 1. Ranked transit candidates and confirmed planetary systems identified in PLATO data 2. Contaminants and companions identified by other WPs (130 000, 140 000) 3. Results of simulation on contamination probability Dependencies: Other follow-up WPs, WP 350 000, WP 130 000, WP 131 6xx, WP 131 3xx Output: Follow-up strategy Data to WP 350 000 Third light dilution (for transit parameter determination) to WP 132 3xx Deliverables: Identification of potential contaminants and companions around PLATO candidates, imaging data Milestones: L+3m: Critical examination of high contrast imaging FU strategy L+6m: Start of high angular resolution imaging FU observations for first PLATO field L+3y: Start of high angular resolution imaging FU observations for second PLATO field 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. Uncertainty as to which observing facilities will be available from 2024. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 171/190 Imaging Analysis Tools Leader: Arthur Vigan Rev.: 5 Operations phase PSM WP 144 100 01/2024 — 03/2030 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 Tasks: Update tools to be exploited in the analysis of high-angular resolution observations Input: 1. Results of high-angular resolution imaging (WP 144 200, 144 300, 144 400) 2. New analysis procedures from the literature Dependencies: Coordination with WP 143 000 for the analysis of seeing-limited observations Output: Analysis procedures and tools Deliverables: Report on analysis procedures and tools to be adopted in high angular resolution imaging follow-up Milestones: L+3m: Critical examination of high contrast imaging FU data analysis procedures Until 02/2030: improvements of tools when needed Risks: Non-optimal use of allocated imaging follow-up observing time. PSM WPDs OPERATIONS Single-Epoch Seeing-Limited Imaging Leader: Valerio Nascimbeni Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 172/190 PSM WP 144 200 01/2024 — 03/2030 Institution: INAF-OAPD (Italy) Key Personnel: V. Nascimbeni; R. Alonso (IAC); G. Piotto (Padova); S. Desidera (INAF-Padova) Objectives: Acquire and analyse seeing-limited observations (wide field, individual objects, guide images from spectroscopic observations), to contribute to the elimination of false positives. Tasks: 1. 2. 3. 4. Applications for telescope time on the facilities identified in the development phase Preparation of observing runs to optimise observing strategy for imaging transit candidates Collection, analysis and interpretation of these data Coordinate with WP 142 000 and WP 145 000 the use of guide images from spectroscopic observations Input: Ranked transit candidates and confirmed planetary systems identified in PLATO data 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: Data to WP 350 000 Deliverables: Imaging data to ancillary database (WP 350 000). Identification of potential contaminants and companions Milestones: L+3m: Critical examination of seeing-limited imaging FU strategy L+6m: Start of seeing-limited imaging FU observations for first PLATO field L+3y: Start of seeing-limited imaging FU observations for second PLATO field Risks: Uncertainty as to which observing facilities will be available from 2024 PSM WPDs OPERATIONS Reconnaissance High Resolution Imaging Leader: Markus Janson Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 173/190 PSM WP 144 300 Operations phase 01/2024 — 03/2030 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: Acquire and analyse high angular resolution reconnaissance observations (lucky imaging, speckle imaging, AO on medium-class telescopes), to contribute to the elimination of false positives. Tasks: 1. Applications for telescope time on the facilities identified in the development phase 2. Preparation of observing runs to optimise observing strategy for imaging transit candidates 3. Collection, analysis and interpretation of these data Input: Ranked transit candidates and confirmed planetary systems identified in PLATO data Dependencies: Information exchange with other WPs Output: Data to WP 350 000 Deliverables: Imaging data to ancillary database (WP 350 000). Identification of potential contaminants and companions Milestones: L+3m: Critical examination of reconnaissance high resolution imaging FU strategy L+6m: Start of reconnaissance high resolution imaging FU observations for first PLATO field L+3y: Start of reconnaissance high resolution imaging FU observations for second PLATO field Risks: Uncertainty as to which observing facilities will be available from 2024 PSM WPDs OPERATIONS High Contrast Imaging Leader: Dino Mesa Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 174/190 PSM WP 144 400 Operations phase 01/2024 — 03/2030 Institution: INAF (Osservatorio Astronomico di Padova) 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: Acquire and analyse high-quality AO imaging and sparse aperture masking and space-based imaging, to contribute to the elimination of false positives. Tasks: 1. Coordinate applications for telescope time on the facilities identified in the development phase 2. Coordinate preparation of observing runs to optimize observing strategy for imaging transit candidates 3. Coordinate collection, analysis and interpretation of these data Input: Ranked transit candidates and confirmed planetary systems identified in PLATO data Dependencies: Information exchange with other WPs Output: Data to WP 350 000 Deliverables: Imaging data to ancillary database (WP 350 000). Identification of potential contaminants and companions Milestones: L+3m: Critical examination of high contrast imaging FU strategy L+6m: Start of high contrast imaging FU observations for first PLATO field L+3y: Start of high contrast imaging FU observations for second PLATO field Risks: Uncertainty as to which observing facilities will be available from 2024 PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 175/190 Candidate Classification Leader: M. Bonavita Rev.: 5 Operations phase PSM WP 144 500 01/2024 — 03/2030 Institution: Edinburgh (UK) Key Personnel: M. Bonavita, A. Vigan, S. Desidera, M. Janson, D. Mesa, R. Claudi, V. D’Orazi 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. Apply procedures to identify the nature of candidates close to PLATO targets found by WP 144 000 (physical companions vs. field objects) 2. Apply procedures for characterization of stellar companions of PLATO targets 3. Apply procedures for characterization of substellar companions in wide orbits around PLATO targets 4. Evaluate need of additional observations 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 2.0 follow-up WPs Output: Data to WP 350 000 Deliverables: Data to be provided to the Ancillary Database (WP 350 000) Milestones: L+3m: Critical examination of the adopted strategy L+1y: Start of analysis for first PLATO field L+4y: Start of analysis for second PLATO field Risks: Incomplete evaluation of the environment of planets identified by PLATO in terms of stellar companions and substellar companions in wide orbits PSM WPDs OPERATIONS Additional Exoplanet Follow-Up Leader: Xavier Bonfils Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 176/190 PSM WP 145 000 01/2024 — 03/2030 Institution: IPAG (France) Key Personnel: X. Bonfils Objectives: Perform 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. Rank PLATO planets regarding their characterization potential 2. Get telescope on facilities identified during development phase 3. Coordinate the different teams linked to the follow-up characterization Input: 1. Established planets detected by PLATO and their basic characteristics (mass, radius, period) 2. Physical characteristics of their host stars (mass, radius, luminosity, photometric variability, etc.) Dependencies: WP 110 000, WP 113 000, WP 115 000, WP 116 000, WP 130 000, WP 140 000, WP 141 000, WP 142 000, WP 146 000; Information exchange with WP 114 000 Output: 1. Transmission, emission and reflective spectra of PLATO planets 2. Physical properties of PLATO planets: planetary structure, T-P profile of atmospheres, etc. 3. Chemical composition: abundance of atomic and molecular species 4. Orbital parameters (and in particular the orbit obliquities) and additional planet detections Deliverables: Data base Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: 1. Expected performances may vary according to available facilities and method developments 2. Risk spread on numerous facility and a wide range of methods PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 177/190 Transmission Spectroscopy Follow-Up Leader: David Ehrenreich Rev.: 5 Operations phase PSM WP 145 100 01/2024 — 03/2030 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. Rank the confirmed PLATO planets with a merit function relative to their atmospheric characterisation potential with transmission spectroscopy. 2. Dispatch the confirmed PLATO planets among the different and best-suited characterisation facilities identified during the development phase. 3. Collect and centralise information about characterisation programs proposed to different telescopes. Input: 1. 2. Report, tables & plots produced during the development phase. Observed PLATO planets/stars properties. Dependencies: WP 113 000, WP 116 400, WP 116 500, WP 122 300, WP 123 000, WP 131 000. Output: Ranking, recommendations, and science cases to optimise the requests for telescope time. Deliverables: Ranking list and reports Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: WP relies on other facilities with their own intrinsic risks PSM WPDs OPERATIONS Secondary Eclipse and Phase-Variation Spectroscopy Leader: Roi Alonso Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 178/190 PSM WP 145 200 01/2024 — 03/2030 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. Tasks: 1. 2. 3. 4. 5. Apply tools to estimate strength of spectral signatures for PLATO planets Rank PLATO planets according to strategy defined during development phase Get telescope time on facilities identified during development phase Get data Perform analysis Input: 1. 2. Planets discovered and confirmed by PLATO The physical properties of their host stars Dependencies: WP 113 000, WP 116 400, WP 116 500, WP 122 300, WP 123 000, WP 131 000; Information exchange with WP 114 000 Output: 1. Raw data 2. Reduced data (extracted and calibrated observations) 3. Product of analysis (occultation spectra, heat re-distribution factors, day/night temperature contrast, reconstructed surface thermal maps) Deliverables: Data base Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: WP relies on other facilities with their own intrinsic risks PSM WPDs OPERATIONS Developing Techniques for Atmosphere Characterization Leader: Xavier Bonfils Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 179/190 PSM WP 145 300 01/2024 — 03/2030 Institution: IPAG (France) Key Personnel: X. Bonfils Objectives: Developing techniques that have matured for characterization will be used in a similar way as for Transmission spectroscopy (WP 145 100) and Occultation/Phase spectroscopy (WP 145 200) Tasks: 1. 2. 3. 4. 5. Apply tools to estimate strength of spectral signatures for PLATO planets Rank PLATO planets according to strategy defined during development phase Get telescope time on facilities identified during development phase Get data. Perform analysis Input: 1. Established planets from PLATO 2. Stellar properties of PLATO planet hosts Dependencies: WP 140 000, WP 146 000 Output: 1. Raw & reduced data 2. Product of analysis (transmission spectra, physical properties, chemical abundances, etc.) Deliverables: Data base Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Minimal risks PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 180/190 Rossiter-McLaughlin Observations Leader: Guillaume Hébrard Rev.: 5 Operations phase PSM WP 145 400 01/2024 — 03/2030 Institution: IAP/OHP (France) Key Personnel: G. Hébrard; F. Bouchy (LAM); A. Collier Cameron (St Andrews); M. Gillon (Liège); A. Lecavelier (IAP); A. Santerne (CAUP); A. Triaud (Toronto) Objectives: Perform and coordinate the activities of radial-velocity measurements of the Rossiter-McLaughlin effect Tasks: 1. Evaluate if planetary candidates may benefit from RM measurements to establish their planetary nature. Evaluate feasibility of RM measurement for PLATO planets. 2. Get telescope time on adapted facilities 3. Prepare the scheduling and optimize the observation strategy 4. Collect and analyse RV data Input: 1. 2. Planets candidates detected by PLATO Stellar properties of PLATO planet hosts Dependencies: WP 140 000, WP 142 XXX, WP 145 100, WP 146 000, WP 114 XXX Output: 1. Planet characterization 2. Measure of the obliquity between stellar rotation axis and the orbital planet Deliverables: Data base Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Minimal risks PSM WPDs OPERATIONS Additional Long Term Follow-Up (RV and Transit Timing) Leader: François Bouchy Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 181/190 PSM WP 145 500 01/2024 — 03/2030 Institution: LAM (France) Key Personnel: F. Bouchy; X. Bonfils (IPAG); S. Udry (Geneva); I. Skillen (IAC); G. Piotto (Padova) Objectives: Perform and coordinate the activities of long-term radial velocity and transiting timing follow-up observations of selected PLATO exoplanets for search for additional planets in these systems. Tasks: 1. Following strategy developed during development phase, apply for telescope time. 2. Prepare the scheduling and optimize the observation strategy 3. Collect and analyse data Input: 1. 2. Established PLATO exoplanets Stellar properties of PLATO exoplanets host star Dependencies: WP 140 000, WP 142 000, WP 143 000, WP 146 000, WP 112 600, WP 112 420, WP 112 520 Output: 1. Detection of additional planets in the PLATO exoplanetary systems 2. Refined orbital characterization of known PLATO exoplanets Deliverables: Reports Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Acceptable risks PSM WPDs OPERATIONS Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 182/190 PSM WP 146 000 Spectroscopy Leader: Artie P. Hatzes Ref.: PLATO-UWA-PSMWPD-002 Operations phase 01/2024 — 03/2030 Institution: Thüringer Landessternwarte Tautenburg (Germany) Key Personnel: A. P. Hatzes; L. Buchhave (NBI); I. Boisse (LAM); C. Lovis (Geneva); N. Santos (Porto); E. W. Guenther (TLS), P. Petit (OMP); S. Sousa (CAUP); D. Gandolfi (ZAH) Objectives: To acquire spectra of PLATO objects to be used by WP to determine basic stellar parameters. These will be used to exclude poor candidates (giants) and to make rapidly a list of priority 1-planet candidates for further follow-up by precise stellar radial velocity measurements. To correct the radial velocity measurement for activity jitter in active stars. Prepare and coordinate the activities of spectropolarimetric follow-up in the planetary systems found by PLATO. Tasks: 1. 2. 3. 4. 5. Coordinate subpackages Identify suitable telescope resources and prepare observing proposals Data reduction Determine basic stellar parameters of PLATO Objects of Interest (POI). Determine activity level of POIs Input: PLATO Objects of Interest (POI) Dependencies: WP 140 000, WP 141 000,WP 141 200, WP 142 000, WP 142 100, WP 142 300. WP 142 400, WP 142 600, WP 144 000, WP 144 200, WP 146 000, WP 147 000 Output: 1. First order stellar parameters of POIs 2. Activity level of POIs Deliverables: 1. Preliminary stellar parameters 2. Spectral Data to other WP 3. Web-based dissemination of results to PLATO community Milestones: 12/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field Risks: Acceptable risks. PSM WPDs OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 183/190 Activity Indicators and Doppler Information on Active Stars Leader: Christophe Lovis PSM WP 146 100 Operations 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: Correct RV measurements for activity. Input: PLATO Targets of Interests that are active Dependencies: WP 140 000, WP 142 300, WP 142 400, WP 142 500, WP 142 600, WP 146 000 Output: 1. Corrected RVs 2. Confirmed planets around active stars Deliverables: Documents and algorithms Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Acceptable risk Rev.: 5 01/2024 — 03/2030 PSM WPDs OPERATIONS Tools for Spectral Classification Leader: Lars Buchhave Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 184/190 PSM WP 146 200 01/2024 — 03/2030 Institution: Niels Bohr Institute (Denmark) Key Personnel: L. Buchhave; A. Hatzes (TLS); E. W. Guenther (TLS); S. Sousa (CAUP) Objectives: Obtain preliminary spectral types of PLATO targets Tasks: 1. Preparing observing proposals 2. Acquiring and reducing observations 3. First spectral analysis of spectra acquired of PLATO Targets Input: Spectral observations (low and high resolution) of PLATO Targets Dependencies: WP 142 300, WP 142 400, WP 142 500, WP 142 600, WP 146 000 Output: 1. Basic Stellar parameters (Teff, gravity, chemical composition) 2. Priority 1 PLATO planet candidates for radial velocity measurements Deliverables: 1. Preliminary stellar parameters 2. Priority 1 Planet candidates Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Acceptable risks Rev.: 5 PSM WPDs OPERATIONS Infrared Spectroscopy Leader: Pedro Figueira Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 185/190 PSM WP 146 300 Operations phase 01/2024 — 03/2030 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: 1. 2. 3. 4. Proposal preparation Acquisition of data IR analysis of data Application IR activity indicators to acquired spectra of PLATO targets Input: Infrared spectra of PLATO targets Dependencies: WP 140 000, WP 142 300, WP 142 400, WP 142 500, WP 142 600, WP 146 000 Output: 1. Activity level of stars 2. Improved RV measurements of PLATO targets that are active 3. Planet confirmation Deliverables: IR analysis of PLATO targets of interest. Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Minimal risks Rev.: 5 PSM WPDs OPERATIONS Spectropolarimetric Follow-Up Leader: Pascal Petit Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 186/190 PSM WP 146 400 01/2024 — 03/2030 Institution: OMP (France) Key Personnel: P. Petit; T. Böhm (OMP), J. Morin (Göttingen); R. Farès (INAF-Catania); S. Berdyugina (Freiburg); O. Kochukhov (Uppsala) Objectives: Coordinate the spectropolarimetric follow-up of the planetary systems found by PLATO. Prepare the observing proposals required to achieve the spectropolarimetric follow-up, check the data quality, run a systematic extraction of Zeeman signatures through multi-line techniques, model the stellar magnetic geometries using tomographic modelling. Provide the PDC with final data and associated model outputs. Tasks: 1. Prepare observing proposals to achieve the monitoring of all selected targets. 2. Evaluate the data quality and adjust the observing strategy accordingly. 3. Run a systematic extraction of Zeeman signatures using multi-line techniques. Extract broadband polarization. 4. Reconstruct the magnetic field topology of central stars, using tomographic modelling of the polarized signatures in spectral lines. 5. Transmit final outputs of the spectropolarimetric follow-up to PDC (reduced polarized spectra, crosscorrelation profiles, magnetic topologies). Input: Spectropolarimetric data Dependencies: WP 140 000, WP 142 600, WP 144 100, WP 144 200, WP 145 000, WP 146 000 Output: Analysis of Zeeman signatures Deliverables: Reports Milestones: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Minimal risks PSM WPDs OPERATIONS Performances Assessment & FU Efficiency Leader: Stéphane Udry Institution: Geneva University (Switzerland) Key Personnel: Objectives: Tasks: Input: Dependencies: Output: Deliverables: Milestones: Risks: Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 187/190 PSM WP 147 000 01/2024 — 03/2030 PSM WPDs OPERATIONS Interfaces to Other SPM WPs and PDC Leader: Stéphane Udry Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 188/190 PSM WP 148 000 Operations phase 01/2024 — 03/2030 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. Interfaces to the PDC. Tasks: 1. Maintenance of interface to other Science WPs 2. 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: 06/2024: Critical examination of FU strategy 12/2024: Start of FU observations for first PLATO field 12/2027: Start of FU observations for second PLATO field Risks: Minimal risks PSM WPDs OPERATIONS Complementary Science Leader: Conny Aerts Operations phase Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 Rev.: 5 st Date: September 1 2015 Page: 189/190 PSM WP 160 000 01/2024 — 03/2030 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 PLATO core science the knowledge of primarily age, mass and chemistry of planet hosting stars has to be significantly improved, which requires substantial updates on models of stellar structure and evolution. 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. Coordinate and supervise the Complementary Science work packages. 2. Organization of regular teleconferences, and face-to-face meetings of the thematic sub-teams. 3. Coordinate activities with the instrument team, PDC and among the PSM tasks and investigate implications of project developments 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. Stimulate and support information exchange and collaboration within the PLATO community through dedicated workshops 2. Specifications and data input to PDC, 3. PR activities Deliverables: Milestones: Risks: 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 OPERATIONS Ref.: PLATO-UWA-PSMWPD-002 Issue: 2 st Date: September 1 2015 Page: 190/190 PMC SCIENCE MANAGEMENT WORK PACKAGE DESCRIPTIONS OPERATIONS END Rev.: 5