NGAO SDR Agenda 9:00 9:10 9:20 9:45 9:50 10:00 17:30 18:00 Welcome & Introductions (Armandroff) Charge (Lewis) Review Panel closed session (Hubin) Re-entry for non-Panel participants Comments from Chair (Hubin) NGAO Report General Discussion & Questions (Hubin et al.) End KAON 584: NGAO SDR Presentation 1 Keck AO has been a tremendous success thus far Crab Nebula LGS AO Kuiper Belt objects Galactic Center Merging galaxies Substellar binaries 2 AO Science Productivity Refereed Keck AO Science Papers by Year & Type • 175 refereed AO science papers 25.0 Solar System Galactic 20.0 Number of Papers – 38 LGS AO – 18 Interferometer Extra-galactic 15.0 10.0 5.0 Refereed Keck AO Science Papers by Year & Type 0.0 2000 30 2001 2002 2003 2004 2005 2006 2007 IF 25 Year LGS Number of Papers NGS 20 15 10 5 0 2000 2001 2002 2003 2004 Year 2005 2006 2007 3 Most recent AO upgrade, NGWFC, resulted in significant performance gains Laser Guide Star Natural Guide Star 60+% Strehl for R=14 NGS 4 WMKO is committed to raising needed NGAO funds • Funding plans will be reviewed by CARA Board • Goodwin, Armandroff, Bolte & Kulkarni are charged with NGAO fundraising • 2/3 private support – Very active Advancement Office at WMKO – MOSFIRE: about 50% private support • 1/3 federal support – All relevant funding opportunities – ExoPlanet Task Force recommendation: “Implement next-generation high spatial resolution imaging techniques on ground-based telescopes (AO for direct detection of young low mass companions)” 5 Welcome Attendees Reviewers: Norbert Hubin (Chair - ESO), Brent Ellerbroek (TMT), Bob Fugate (NMT), Andrea Ghez (UCLA), Gary Sanders (TMT), Nick Scoville (CIT) SSC: Jean Brodie (UCSC), Tom Greene (NASA), Mike Liu (UH), Chris Martin (CIT), Jerry Nelson (UCSC) TSIP: Robert Blum, Mark Trueblood Directors: Taft Armandroff (WMKO), Hilton Lewis (WMKO), Shri Kulkarni (CIT) NGAO Participants: CIT: Antonin Bouchez, Rich Dekany, Anna Moore, Viswa Velur UCSC: Don Gavel, Renate Kupke, Chris Lockwood, Claire Max, Liz McGrath, Marco Reinig WMKO: Sean Adkins, Erik Johansson, David Le Mignant, Chris Neyman, Peter Wizinowich 6 Thank you for your role in making Keck NGAO a success! Review Panel Report Questions 1. Assess the impact of the science cases in terms of the competitive landscape in which the system will be deployed. 2. Assess the maturity of the science cases & science requirements and the completeness & consistency of the technical requirements. 3. Evaluate the conceptual design for technical feasibility & risk, & assess how well it meets the scientific & technical requirements. 4. Assess whether the design can be implemented within the proposed schedule & budget. 5. Evaluate the suitability & effectiveness of the project management, organization, decision making & risk mitigation approaches, with an emphasis on the next project phase (preliminary design) and also with respect to the entire project. 6. Provide feedback on whether the overall strategy will optimize the delivery of new science. 7. Gauge the readiness of the project to proceed to the preliminary design phase. 8 NGAO SDR Agenda 9:00 9:10 9:20 9:45 9:50 10:00 17:30 18:00 Welcome & Introductions (Armandroff) Charge (Lewis) Review Panel closed session (Hubin) Re-entry for non-Panel participants Comments from Chair (Hubin) NGAO Report General Discussion & Questions (Hubin et al.) End 9 NGAO System Design Review Report Peter Wizinowich, Rich Dekany, Don Gavel, Claire Max for NGAO Team: S. Adkins, B. Bauman, A. Bouchez, M. Britton, J. Bell, J. Chin, R. Flicker, E. Johansson, R. Kupke, D. Le Mignant, C. Lockwood, E. McGrath, D. Medeiros, A. Moore, C. Neyman, M. Reinig, V. Velur System Design Review April 21, 2008 NGAO SDR Agenda 10:00 10:05 11:15 11:30 12:00 12:30 13:30 14:00 14:45 15:15 15:45 16:00 16:40 Introduction & Presentation Approach (Wizinowich) Science Cases & Science Requirements (Max) Break Requirements (Wizinowich) Design (Gavel) Lunch Design Q&A (Gavel) Performance Budgets (Dekany) Project Management (Wizinowich) Risks (Wizinowich) Break Cost Estimate (Dekany) PD Schedule & Budget (Wizinowich) + Phased Implementation 17:20 Conclusion (Wizinowich) 17:30 General Discussion & Questions (Hubin et al.) 18:00 End SCRD SRD,FRD SDM SDM SDM SEMP Risk KAONs SEMP SEMP 11 Tomorrow’s Agenda 8:30 9:30 10:00 11:30 Review Panel closed session (Hubin) Questions for NGAO EC as needed Review Panel closed session Review Panel draft report (Hubin) To Directors & NGAO EC 12:15 13:00 Lunch End 12 Presentation Approach • The agenda topics were selected to correspond to the major System Design deliverables and the 7 topics in the Review Panel Charge. – With input from the Panel Chair. • Each session in the agenda is organized to: – Provide a brief overview to address the specific charge & associated questions. – Provide answers to major questions from the reviewers. – Provide time for additional reviewer questions & team responses. • Assumptions: – People have read the System Design materials. – Reviewers have read our responses to their questions. • 89 questions received & answered. – We will not need to use this meeting to bring people up to speed. 13 Science Case & Science Case Requirements Charges 1 & 2: Science Cases • Charge 1: “Assess the impact of the science cases in terms of the competitive landscape in which the system will be deployed.” – “Are the science cases given in the Science Case Requirements document complete & compelling?” • Charge 2: “Assess the maturity of the science cases & science requirements ...” – “Are the science requirements clear, complete & compelling?” • NGAO Team response: – NGAO will provide the WMKO community with an extremely competitive & complementary facility. – The science cases addressed to date are complete and compelling, and the science requirements are well defined. • Some requirements will be further developed during PD. 15 We categorized science cases into 2 classes 1. Key Science Drivers: – These push the limits of AO system, instrument, and telescope performance. Determine the most difficult performance requirements. 2. Science Drivers: – These are less technically demanding but still place important requirements on available observing modes, instruments, and PSF knowledge. 16 “Key Science Drivers” (in inverse order of distance) 1. High-redshift galaxies 2. Black hole masses in nearby AGNs 3. General Relativity at the Galactic Center 4. Planets around low-mass stars 5. Asteroid companions 17 “Science Drivers” (in inverse order of distance) 1. Gravitationally lensed galaxies 2. QSO host galaxies 3. Resolved stellar populations in crowded fields 4. Astrometry science (variety of cases) 5. Debris Disks and Young Stellar Objects 6. Giant Planets and their moons 7. Asteroid size, shape, composition 18 Conclusions from Science Cases • Our scientists want a high performance AO system that will enable a wide variety of science cases • They want it to open up new vistas of both wide and narrow field science at shorter wavelengths and higher sky coverage • We determined that these science goals could best be met by using new technologies rather than modest extension of existing ones – Scaling existing technologies did not meet the desired science performance (KAON 461) – Any new Keck AO system will be expensive, and hence should have a commensurately large payoff • Keck has an excellent history of world leadership in AO – First high-order AO systems on 8-10 m telescopes – First operational laser guide star • High payoff at modest risk are consistent with Keck’s approach to science and instrumentation 19 Charge 1: “Assess impact of science cases in terms of competitive landscape...” • Other ground-based observatories • JWST & ALMA • TMT 20 NGAO in the world of 8-10 m telescopes: Uniqueness is high spatial resolution, shorter ’s, AO-fed NIR d-IFS Table 1. Next-Generation AO Systems Under Development for 8 - 10 meter Telescopes Type Telescope High-contrast Subaru High-contrast VLT High-contrast Gemini-S GS Next-Generation AO Systems for 8 to 10 m telescopes N/LGS Coronagraphic Imager Hi(CIAO) Capabilities Dates Good Strehl, 188-act curvature, 4W laser 2008 NGS Sphere (VLT-Planet Finder) High Strehl 2010 NGS Gemini Planet Imager (GPI) Very high Strehl 2010 Wide-field Gemini-S 5 LGS MCAO 2Õ FOV 2009 Wide-field Gemini 4 LGS GLAO Feasibility Study Completed ? Wide-field VLT 4 LGS HAWK-I (near IR imager) + GRAAL GLAO 7.5' FOV, AO seeing reducer, 2 x EE in 0.1'' 2012 Wide-field VLT 4 LGS MUSE (24 vis. IFUs) + GALACSI GLAO 1' FOV; 2 x EE in 0.2" at 750nm 2012 Narrow-field VLT 4 LGS MUSE (24 vis. IFUs) + GALACSI GLAO 7.5Ó FOV, 10% Strehl @ 750 nm 2012 • Most 8-10 m telescopes plan either high contrast or wide field AO • Only the VLT has a narrow-field mode (7.5” FOV, 10% Strehl @ 750 nm) 21 JWST will push major advances in: • End of the Dark Ages • Assembly of galaxies • Birth of stars, protoplanetary systems • Properties of planetary systems including our own Our goal is to position NGAO to build on, and complement, JWST discoveries 22 Competitive Landscape: JWST • JWST advantages – JWST will have better sensitivity than NGAO (low backgrounds) – Diffraction limited imaging between 2.4 and 5 m – Multiplexed slit spectroscopy (x 100) • But only 1 IFU – Maximum spectral resolution R = 2700 • Keck NGAO advantages – Better spatial resolution than JWST at wavelengths below 2 m • JWST pixels under-sample the diffraction limit at these wavelengths – – – – Spectroscopy at spatial resolutions < 0.1” Multi-IFU spectroscopy Spectroscopy at spectral resolutions R > 2700 Higher resolution imaging at wavelengths < 2 m 23 Competitive Landscape: ALMA • Millimeter and sub-millimeter wavelengths (0.35 - 9 mm) • Typical spatial resolutions ~ 0.1” • Resolutions for widest arrays as low as 0.004” at the highest frequencies • ALMA science: regions colder and more dense than those seen in the visible and near-IR by NGAO • Keck NGAO observations of H2 and atomic hydrogen near IR emission lines: characterize warmer outer regions of the disks and molecular clouds seen by ALMA, at similar spatial resolution • Keck NGAO and ALMA observations complementary for: – Spatially resolved galaxy kinematics, z < 3 – Debris disks and young stellar objects 24 Complementarity with TMT • TMT (2017?) – TMT has significant spatial resolution & sensitivity advantages over NGAO – NGAO d-IFS has spatially resolved spectra & higher spatial resolution than TMT’s IRMS; available a generation before IRMOS – NGAO proving MOAO, variable asterisms, Point-and-Shoot sharpening, MEMS DM’s, to TMT’s benefit 25 NGAO with multiplexed IFU: a real complement to TMT • TMT IRMS: AO multi-slit (MOSFIRE) fed by MCAO – Slits: 0.12” and 0.16”, Field of regard: 2 arc min – Lower backgrounds: 10% of sky + telescope • NGAO with multiplexed deployable IFUs – MOAO better spatial resolution than MCAO over full field – Better spatial resolution: 0.07” is current spec. – Higher backgrounds: 30% of sky + telescope (but much better than current AO system) • • • TMT IRMS strengths: lower backgrounds, higher sensitivity NGAO d-IFU strengths: higher spatial resolution, 3D information, wide field performance NGAO d-IFU a pathfinder for TMT IRMOS 26 Charge 2: “Assess the maturity of the science cases & science requirements ...” • Science Cases fully described in the Science Case Requirements Document (SCRD, KAON 455) • Here: Choose one “Key Science Driver” and walk through the requirements process with you Galaxy Assembly and Star Formation History • • • • Broad scientific goals Major sub-cases How requirements were derived Remaining issues 27 Galaxy Assembly and Star Formation History: Focusing our Analysis • “High Redshift Galaxies” has very wide scope – z > 6: Finding and characterizing galaxies – 3 < z < 6: Morphologies, colors JWST will excel here – 1 < z < 3: Internal kinematics, structure at time of peak star formation • To define “Key Science Driver” we focused on 1 < z < 3 – 1 < z < 3 epoch: spatial resolution of 10-m telescope has strong impact • Prominent emission lines redshifted to J, H, K bands • Sufficient signal-to-noise to spatially resolve internal kinematics, star formation rates, metallicity gradients using spatially resolved spectroscopy Internal velocities Star Formation High Redshift Galaxy Bulge Metallicity star cluster Supernova Spiral Arm 28 What is happening to galaxies at 1 z 3? • At z ~ 1 – 3, galaxies accumulate most of their stellar mass, rate of major mergers peaks. • This activity transforms irregular galaxies into the familiar Hubble sequence of the local universe. • Studying these galaxies in detail is key to understanding galaxy formation and the buildup of structure in the universe. – Global properties of these galaxies are being well studied. – Little is known about internal kinematics or small-scale structure, mode of dynamical support, spatial distribution of star formation. – Is star formation due to rapid nuclear starbursts during major mergers? To circum-nuclear starbursts caused by bar-mode or other gravitational instabilities? Or to consumption of gas reservoirs in stable rotationallysupported structures? 29 Substantial benefit from observing many of these galaxies at once Type of Object SCUBA sub-mm galaxies to 8 mJy Old and red galaxies with 0.85 < z < 2.5 and R < 24.5 Density per sq arc min 0.1 2 Field galaxies w/ emission lines in JHK windows, 0.8 < z < 2.6 & R < 25 > 25 Center of rich cluster of galaxies at z > 0.8 > 20 All galaxies K < 23 > 40 • In survey mode, could make good use of as many as 20-25 IFUs at once • In more focused mode, typical science paper will study a sub-category of these galaxies. Multiplexing factors of 6-12 fit many subcases. 30 Many Sub-Cases, Galaxies at 1 z 3 • Kinematic evolution from random sub-pieces to organized rotation • Patterns of star formation (nuclear first? rings? uniform? ...) and their trends with redshift • Dependence of star formation rate on current merger activity and/or existence of close companion galaxies • How does status as Active Galactic Nucleus influence star formation pattern and rate? • Does status as Active Galactic Nucleus correlate with recent merger activity? Existence of close companion galaxies? • Sub-classes of targets will be selected using ongoing large surveys (e.g. COSMOS, GOODS, ...) Goal is to derive science requirements to jointly optimize as many of these sub-cases as possible 31 Requirements Shared by Most Sub-Cases • Spatially resolved spectroscopy (2 spatial dimensions) – e.g. to distinguish ordered rotation from discrete sub pieces, to see patterns of star formation or metallicity – Size of field for each galaxy? “Typical” galaxy is 1 arc sec; want additional real estate in order to measure sky background or to accomodate larger galaxies when needed. Chose 1” x 3” as minimum field size for IFUs. • High sky coverage fraction: ≥ 30% • Multiplexing to maximize science return per hour of observing – Multiplexing factor of N is equivalent to N Keck Telescopes – Requirement: Target sample size of ≥ 200 galaxies observable with ~10 nights of allocated telescope time. (More on next slide) • Spectral bands: J, H, K with spectral resolution 3000-4000 – Major emission lines redshifted into JHK (H and [NII], [OII], [OIII]) – Spectral resolution chosen to look between the OH night-sky lines • Choose lowest resolution that does this, to preserve faint-object sensitivity 32 Sensitivity Requirement is the Hardest to Jointly Optimize • Overall requirement: spectra of ≥ 200 high-z galaxies in 10 nights of observing time Must be able to observe ≥ 20 galaxies per 10-hour night (see table) to SNR ≥ 10 • Choice of pixel / spaxel scale is key, for galaxies with at least some fuzzy structure – Extended H emission, low surfacebrightness disks, largest galaxies, ... – For these, larger pixels/spaxels are better for SNR. Optimum at 0.1”/px or more. – But of course larger pixels/spaxels are worse for spatial resolution • For smaller galaxies at 1 z 3, or those that have point-like substructures, pixel scales 0.05” are best Integration time to reach SNR ≥ 10 implies this minimum IFU Multiplicity 0.5 hrs 1 1 hr 2 2 hrs 4 3 hrs 6 6 hrs* 12 10 hrs* 20 * Not desirable 33 Sensitivity Requirement and Pixel/Spaxel Size, continued • Recap: – Sensitivity will depend on pixel/spaxel size – Different sub-cases of the 1 ≤ z ≤ 3 science case optimize at different pixel/spaxel sizes – Large galaxies with diffuse Ha emission: 0.1” / px or more – “Galaxies” consisting of several point-like star-forming knots: ≤ 0.05” • Compromise for the deployable IFU: pixel/spaxel scale = 0.07” – Narrow-field high-resolution IFU (OSIRIS-like) will have variable scales. For example OSIRIS goes down to 0.02” • Implications for the deployable IFU: – Can meet 200-galaxy requirement with 0.07” spaxels, background due to AO less than 30% of unattenuated (sky + telescope) between OH lines – Yields 2-3 hr integration times (see next slide), min 4-6 deployable IFUs 34 Requirement on AO background: Example of analysis logic • Tint = 3 hours AO contribution to background = 30%, 6 IFUs • Then 70% throughput cool AO system to -15C • Calculations will be refined for PDR, now that optical design is defined 35 Each Science Driver has a “Requirements Table” • Summarizes requirements discussed in text and figures • Formatted for input into System Requirements Document and into the Contour Database of Functional Requirements • Example: part of the Requirements Table for HighRedshift Galaxies 36 Science Team Tasks During PD Phase • Expand upon goals of “Science Drivers”, and finish documenting the AO performance necessary to achieve these goals. • Generate a Science Requirements Summary Matrix that rolls-up the most demanding requirements for each part of the architecture • Develop detailed observing scenarios for each “Key Science Driver” to define pre- and post-observing tools and observing sequences. • Detailed science simulations of “Key Science Drivers” to assess the required level of PSF accuracy, stability, uniformity, and knowledge as a function of position and time. Implications for: – achievable astrometric and photometric accuracy – achievable contrast ratio – morphological studies 37 Science Team Tasks During DD-FSD Phases • Develop a “Design Reference Mission” for at least two “Key Science Drivers” – Simulate expected on-sky performance. – End-to-end simulation: planning tools, observing proposal, observing sequences, science operations, PSF models, analysis tools, data products. – Integrate tasks and deliverables from throughout the NGAO Work Breakdown Structure to ensure they work together and provide a seamless observing process that meets all specifications. • Design Reference Mission will help ensure that commissioning runs smoothly, to advance to full-scale science operations as quickly as possible and maximize the scientific return of NGAO. 38 Additional Science Team Efforts • Continued discussions with Keck community to ensure that science case requirements remain consistent and up-to-date with changing methodology, advancing AO system design, and maturing instrument concepts. • Input from observers to improve planning tools, observing practices, support, and efficiency. • Feedback regarding NGAO science opportunities that complement other ground-based AO and space-based facilities, and that take advantage of the uniqueness space provided by NGAO at Keck. 39 Reviewer Q & A • MCAO/MOAO Trade-offs • Contrast requirements and capabilities • PSF requirements and analyses 40 MCAO/MOAO Tradeoff: Key Science Drivers • Four of the five Key Science Drivers use very narrow fields: – – – – Black hole mass in nearby AGNs General Relativity in the Galactic Center Extrasolar planets around nearby stars Minor planet multiplicity ( 5 arc sec field) (10 arc sec field) (5 arc sec field) (3 arc sec field) The fifth Key Science Driver, Galaxy Assembly and Star Formation History, needs wide fields and high sky coverage. In all Science Cases, infrared tip-tilt stars need to be AO-corrected, for high sky coverage. More on this later 41 All narrow-field Key Science Drivers are within one isoplanatic angle Seeing: r0 0 Challenging Median Good Excellent 0.5 m 14 cm 16 cm 18 cm 22 cm 0.85 m 1.2 m 1.6 m 2.2 m 4.1” 6.2” 8.7” 12.7” 5.1” 7.7” 11.3” 16” 5.5” 8.3” 11.7” 17.2” 7.6” 11.4” 16.2” 23.7” • Nearby AGNs, extrasolar planets, multiplicity of minor planets use 0.85 1.6 m, field radii 3 arc sec • Galactic Center uses ~ 2.2 m, field radius 5 arc sec These cases don’t need MCAO or MOAO for the science field 42 But most narrow field science cases need MCAO or MOAO for high sky coverage • Laser tomography needs 3 natural stars for tip-tilt and other low modes • For high sky coverage, these tip-tilt stars must be AO-corrected (can use fainter stars which are more plentiful) • Drives towards infrared tip-tilt stars, since these will have better AOcorrection than visible ones • For AO correction of widely spaced tip-tilt stars, must have laser asterism extending to relatively large radius – TMT NFIRAOS: 2 arc min technical field for tip-tilt sensors, lasers on 1.2 arc min diameter circle. – NGAO: 2.5 arc min technical field for tip-tilt sensors; point 3 lasers directly at tip-tilt stars; science lasers variable up to 2.5 arc min diameter field. • Can be done either using overall wide-field MCAO correction, or putting MOAO units within each tip-tilt sensor. – This decision is independent of whether science field uses MCAO or MOAO. 43 Science Drivers (not “Key”): Which ones need wide science field? • Narrow Field Science (< isoplanatic angle, don’t need MOAO or MCAO except for tip-tilt) – – – – – – – – QSO Host Galaxies Gravitational lensing of galaxies by galaxies Some of the narrow-field astrometry science Debris disks Young Stellar Objects Size, shape, composition of minor planets Gas giant planet moons Uranus and Neptune • Wider Field Science – – – – – Can be done by mosaicing smaller fields Gravitational lensing by clusters Some wide-field astrometry science cases Resolved stellar populations in crowded fields Imaging of Jupiter and Saturn disks and rings Imaging of Uranus and Neptune rings 44 Science Drivers (not “Key”): Which ones need wide science field? • Narrow Field Science (< isoplanatic angle, don’t need MOAO or MCAO except for tip-tilt) – – – – – – – – QSO Host Galaxies Gravitational lensing of galaxies by galaxies Some of the narrow-field astrometry science Debris disks Young Stellar Objects Size, shape, composition of minor planets Gas giant planet moons Uranus and Neptune • Wider Field Science – – – – – Potentially benefits most from MCAO Gravitational lensing by clusters Some wide-field astrometry science cases Resolved stellar populations in crowded fields Imaging of Jupiter and Saturn disks and rings Imaging of Uranus and Neptune rings 45 Can NGAO meet its contrast goals? • Science Case: Planets around nearby low-mass stars Giant planet (2x mass of Jupiter) Brown dwarf 1/30 mass of Sun (hidden behind occulting mask) Simulations by Bruce Macintosh 46 and Chris Neyman Can NGAO meet its Contrast Goals? Target Sample 1: Old field brown dwarfs to 20pc Requirement: H=14, H=10 at 0.2” (2MJ at 4 AU) Target Sample 2: Young (<100Myr) brown dwarfs & low-mass stars to 80pc Requirement: J=11, 1MJ: J=11, 2MJ: J=8.5 a. (minimum) J=8.5 at 0.1” b. (nominal) J=11 at 0.2” c. (goal) J=11 at 0.1” Target Sample 3: Solar-type stars in Taurus and Ophiuchus, and young clusters at 100-150 pc. Requirement: J=10-12, 1MJ: J=13.5, 5MJ: J=9 a. (difficult goal) J=13.5 at 0.07” b. (goal) J=9 at 0.07” 47 Simulations of Contrast Performance • • Numerical simulation inputs: – Keck pupil – 7 layer turbulence model, median to good conditions – 36x36 subaps – Measurement errors due to spot elongation & fratricide – 1 kHz frame rate – 5 LGS at 11” – Tip/Tilt error (3 NGS, J=16 at 30”) – Static telescope errors - 65 nm Occulting spot sizes NGAO, no coronagraph Coronagraphs No treatment of noncommon-path errors yet 48 Target Sample 1 Target Sample 2a Target Sample 2b Target Sample 2c Target Sample 3b Target Sample 3a 49 Conclude that Science “Requirements” (but only one “Goal”) can be met for Exoplanets science case Target Sample 1: Old field brown dwarfs to 20pc Requirement: H=14, H=10 at 0.2” (2MJ at 4 AU) at 8 Target Sample 2: Young (<100Myr) brown dwarfs and low-mass stars to 80pc Requirement: J=11, 1MJ: J=11, 2MJ: J=8.5 a. (minimum) J=8.5 at 0.1” b. (nominal) J=11 at 0.2” c. (goal) J=11 at 0.1” at 8 at 5 Target Sample 3: Solar-type stars in Taurus and Ophiuchus, and young clusters at 100-150 pc. Requirement: J=10-12, 1MJ: J=13.5, 5MJ: J=9 a. (difficult goal) J=13.5 at 0.07” b. (goal) J=9 at 0.07” ? at 5 50 What are the requirements for PSF stability and knowledge? • In System Design phase, we stated requirements in terms of photometric and astrometric accuracy • These in turn will be only achievable with specific levels of PSF stability, uniformity, and knowledge – “Stability” refers to temporal uniformity – “Uniformity” refers to spatial uniformity (specify over what field) – “Knowledge” -- no matter what the actual stability and uniformity, how well do you know the PSF that pertained during a specific science exposure? 51 PSF-Related Plans During Preliminary Design Phase • During Preliminary Design phase we will: – Develop a set of quantitative measures of “PSF Knowledge” • Different science cases are sensitive to different aspects of the PSF – Translate our photometry and astrometry requirements into specific requirements on PSF knowledge – Develop an astrometry error budget for specific science cases – Work with ongoing projects at CfAO etc. to develop methods of deriving PSFs from atmospheric measurements plus with telemetry from the laser tomography system • CfAO projects under David Le Mignant & Ralf Flicker, and Matthew Britton • Ongoing work at other observatories (VLT, Gemini, NSO) • Main issues? Based on experience at CFHT and on simulations, we expect to do well if the laser tomography AO system at tip-tilt system are operating at high signal to noise. For cases where the SNR is low, need “plan B”. • Monitor PSF stars at other places in field, etc. 52 NGAO SDR Agenda 10:00 10:05 11:15 11:30 12:00 12:30 13:30 14:00 14:45 15:15 15:45 16:00 16:40 Introduction & Presentation Approach (Wizinowich) Science Cases & Science Requirements (Max) Break Requirements (Wizinowich) Design (Gavel) Lunch Design Q&A (Gavel) Performance Budgets (Dekany) Project Management (Wizinowich) Risks (Wizinowich) Break Cost Estimate (Dekany) PD Schedule & Budget (Wizinowich) + Phased Implementation 17:20 Conclusion (Wizinowich) 17:30 General Discussion & Questions (Hubin et al.) 18:00 End SCRD SRD,FRD SDM SDM SDM SEMP Risk KAONs SEMP SEMP 53 Requirements Charge 2: Requirements • Charge 2: “Assess … the completeness & consistency of the technical requirements.” – “Is a clear flow down established from the science requirements to the technical requirements?” – “Are the technical requirements clear, complete & documented?” • NGAO Team response: – The science, system and technical requirements are well documented in a requirements database. – The flow down has clearly driven the technical requirements. – Additional review is required in the preliminary design to ensure that the technical requirements and flow down documentation is complete and consistent. 55 56 Science Requirements Summary 57 Science Requirements Flow-Down (1/2) 1. Dramatically improved performance at NIR wavelengths. a. Improved IR sensitivity. • • High Strehls required over narrow fields. Flow-down derived from WFE performance budget & assumptions about how error terms can be met. Lower backgrounds. Need to cool AO system & operating temperature driven by high redshift galaxy science. b. Improved astrometric, photometric & companion sensitivity performance. • • Improved IR sensitivity required (see above). Improved PSF stability & knowledge. Required PSF stability & knowledge, astrometric budget & PSF tools TBD during PD. 2. Increased sky coverage. • Wide field required. • • Drove architecture to incorporate a wider field of regard for tip-tilt stars than needed for d-IFS science alone. Ability to use faint NGS. • Drove architecture to incorporate MOAO correction of tip-tilt stars to achieve high infrared Strehl ratio. 58 Science Requirements Flow-Down (2/2) 3. Efficient extragalactic target surveys. a. Science instrument. • • • Efficient acquisition of spectral & imaging data drove IFS selection. Multiple targets over 2′ dia field & survey efficiency drove multiple heads. Need to adapt to observation field drove deployable heads. b. Sensitivity. • • • Required image resolution allowed EE requirement requiring fewer actuators than for narrow field science. This, & requirement to AO correct tip-tilt NGS over a wide field, drove MC/MOAO choice. Maximizing performance over narrow non-contiguous fields led to MOAO. Low backgrounds need drove cooled AO enclosure. 4. AO correction in red portion of visible spectrum. • Drove requirements to transmit to visible science instruments & to share visible light with LGS & NGS WFSs via dichroics. 5. Science instruments that facilitate the range of science programs. • • Drove science instrument selection & concept. Drove providing locations for these science instruments. 59 Database Tool for Requirements Management • NGAO will have a few thousand requirements. • Team needs to keep science, system and subsystem requirements consistent. • Searched for an affordable software tool & selected Contour by Jama Software, Inc. Key features: – – – – – – web-based multi-user tool no client software required easy to use and configurable to meet our needs affordable user community includes Intel, Amgen, and Lockheed-Martin, as well as smaller companies and startups 60 Key Requirements Data Contained in One Place Short name for easier searching Requirements document section: easier to organize final documents Organized by SRD section Rationale and traceability 61 Key Requirements Data Contained in One Place Link to other database elements (traceability) Add notes and email change notices Attach documents or web links Compare versions 62 Reviewer Q & A 64 NGAO SDR Agenda 10:00 10:05 11:15 11:30 12:00 12:30 13:30 14:00 14:45 15:15 15:45 16:00 16:40 Introduction & Presentation Approach (Wizinowich) Science Cases & Science Requirements (Max) Break Requirements (Wizinowich) Design (Gavel) Lunch Design Q&A (Gavel) Performance Budgets (Dekany) Project Management (Wizinowich) Risks (Wizinowich) Break Cost Estimate (Dekany) PD Schedule & Budget (Wizinowich) + Phased Implementation 17:20 Conclusion (Wizinowich) 17:30 General Discussion & Questions (Hubin et al.) 18:00 End SCRD SRD,FRD SDM SDM SDM SEMP Risk KAONs SEMP SEMP 65 NGAO System Design Charge 3&7: Design • Charge 3: Evaluate the conceptual design for technical feasibility …, & assess how well it meets the scientific & technical requirements. – Does the conceptual design appear feasible? • Charge 7: Gauge the readiness of the project to proceed to the preliminary design phase. – Is the technical design sound? – Is the design concept & architecture adequately documented? • NGAO Team response: – A feasible and optimal conceptual design has been developed and documented to meet the science and technical requirements. 67 NGAO Block Diagram Wide field science Wavefront sensing Narrow field science 68 NGAO Asterisms Narrow Field Science Wide Field Science 69 Flowed-Down Key Architectural Features (1/2) • Laser tomography to measure wavefronts & overcome cone effect. • Variable radius LGS asterism to maximize performance for each science field & changing atmospheric turbulence profiles. • LGS projection from behind secondary to minimize perspective elongation. • Nasmyth platform location for sufficient space & stability. • Cooled AO system to meet background requirements. – • Alternate approaches including adaptive secondary considered. K-mirror rotator at AO input to keep field or pupil fixed. – – AO system would need cooling even without a rotator. Provides most AO/instrument stability. • Wide-field (150" dia.) relay to LGS wavefront sensors, TT sensors, & d-IFS. • Conventional (5 mm pitch) DM to transmit wide field. • Low-order (20 actuators across pupil) DM for wide-field relay – – – Limits size. Permits closed loop AO on LGS WFSs & keeps them in smaller, more easily calibrated linear range. Reduces requirement on downstream open-loop correction. 70 Flowed-Down Key Architectural Features (2/2) • Open loop MOAO-corrected NIR TT sensors to maximize sky coverage. – – – – MOAO maximizes delivered Strehl over narrow fields. Open-loop correction applies tomographic reconstruction result to point in field. NIR sensing since AO will sharpen NGS image & provide better TT information. 2 TT sensors & 1 TT-focus-astigmatism sensor provides optimum correction. • Open loop MOAO-corrected d-IFS heads to meet ensquared energy requirement over required field of regard. • Open loop MOAO-correction to narrow field science instruments to reduce cost (compared to alternate large relay &/or MCAO architectures). • MEMS DM’s for MOAO-correction. – – – • Very compact. Lab demonstrated to accurately go where commanded. Small, modest cost 32x32 MEMS DM’s provide TT sensors & d-IFS correction. 64x64 element MEMS provides AO correction to narrow field science instruments. High order AO relay to feed narrow field (30“ dia.) science instruments. – – – – Science instruments fed by this relay only require a narrow-field. Narrow field facilitates single MEMs DM for all instruments. Science instruments include NIR & visible imagers & OSIRIS. Larger, 60" diameter, field to the NGS WFS. 71 AO System Optical Layout 72 Science Instruments • • • Provide imaging and spectroscopy over the full NGAO passband Support both narrow field and ‘wide’ field relays Use simple, heritage based designs where possible • Imagers – – – – – – – Near-IR 0.97 to 2.4 µm, Visible 0.7 (0.62) to 1.05 µm 30" diameter FOV Well sampled (3 pixel) diffraction limited images Coronagraph Selection of filters Integral field option (2" x 2") for the visible wavelength range Low (well controlled) background 73 Science Instruments • Spectrographs – Near-IR single object integral field spectrograph (IFS) • • • • 0.97 to 2.4 µm, diffraction limited spatial sampling (20 to 35 mas) Up to 4" x 4" FOV desired R ~3,000 to 4,000 (goal of ~15,000) Use OSIRIS initially (0.32" x 1.28" FOV at 20 mas) and develop new instrument in a later phase – Visible single object IFS • Provided by integral field unit in visible imager – Near-IR deployable multi-channel IFS (d-IFS) • • • • • 1 to 2.4 µm, spatial sampling optimized for 50% EE (50 to 70 mas) Six channels, 1" x 3" FOV, total FOR 120" R ~4,000 Close packed mode (goal of 0.5" gaps between channels in one dimension) Direct imaging mode (through slicer) 74 LGS Facility Layout 75 System Configurations Science Cases drive the AO system configurations (i.e., required hardware & control) # Key Science Drivers 1 Minor planets as remnants of early Solar System Survey Orbit Determination 2 Planets around low-mass stars Survey Spectra 3 General Relativity at the Galactic Center Astrometry Radial Velocities with dIFS Radial Velocities with OSIRIS 4 Black hole masses in nearby AGNs 5 High-redshift galaxies # Science Drivers 1 Asteroid size, shape, composition 2 Giant Planets and their moons Imaging Spectroscopy 3 Debris disks and Young Stellar Objects Imaging Spectroscopy 4 Astrometry in sparse fields 5 Resolved stellar populations in crowded fields 6 QSO host galaxies Imaging Spectroscopy 7 Gravitationally lensed galaxies by other galaxies Imaging Spectroscopy 8 Gravitationally lensed galaxies by clusters Imaging Spectroscopy 9 Backup Science Faint NGS science Seeing-limited science with acquisition camera NGS Configuration Primary Secondary LGS Configuration Primary Secondary 4e 5a 4a-d,4f 4ef,5b 4c-f,6c-f 6c-f,4c-f 4a 1 6ac Vis spectra 1 4a 6a 4ab 6ab 5a, 7a 4c 6ce 5a 4e 4ace 6ace 5a, 7ace 4a-f 6a-f 4ace 4ace 4ace 6ace 4ace 6ace 5a 4ace 1 9ab 76 System Configurations # Configuration LGS Science Modes 1 d-IFS 4a 4b 4c 4d 4e 4f NIR Camera 5a 5b Visible Camera # Science Science Field Rotator λ Diameter Mode Projected LGS Asterism LGS Asterism Rotation ≤ 120" ≤ 30" ≤ 2" ≤ 30" ≤ 2" ≤ 30" ≤ 2" ≤ 30" ≤ 2" Wide ≤ Medium Narrow ≤ Medium Narrow ≤ Medium Narrow ≤ Medium Narrow Yes for field Yes for field No, fixed Yes for field No, fixed Yes for field No, fixed Yes for field No, fixed z-K K H z-J 0.7-1µm LOWFS LOWFS 1st relay PSF & PSF + Truth Monitor ADC Tweeter Sensor +Tweet LGS Science 1 Tracking 4a 4b 4c 4d 4e 4f Tracking 5a 5b Tracking Modes 3 3 1 on-axis 3 1 on-axis 3 1 on-axis 3 1 on-axis Yes Option Unlikely Option Unlikely Option Unlikely Option Unlikely Option Option Unlikely Option Unlikely Option Unlikely Option Unlikely d-IFS Fixed field Fixed field Fixed pupil Fixed field Fixed pupil Fixed field Fixed pupil Fixed field Fixed pupil 2nd NGS Interfero Relay WFS meter OHANA Tweeter Dichroic Woofer LGS dichroic LGS WFSs Yes In Yes In Yes In 9 9 6 9 6 9 6 9 6 NGS Field Visible Steering 2nd FSM ADC Tracking Position NGS WFS InterferPost Relay ometer 1 Dichroic Fold Out JH transmit / K reflect J transmit / H reflect H transmit /zJ refl JH transmit / vis reflect 2nd relay Visible Truth Imager Sensor Dichroic Visible Imager ADC NGS LOWFS/T Acquis WFS Diff Fold Tracking Out Out Out Out Out Out Visible Imager NIR ADC No Option No Option No Option No Option No OSIRIS NIR Fold OSIRIS Camera Yes Yes Yes Out Out Option Track or out Option TWFS TWFS Yes on-axis Yes on-axis Yes on-axis Yes on-axis Out or IR trans Vis reflect Track or out Track or out Out Yes Yes 77 Flowed-down Key Control Features • AO controls fully integrated with observatory • Integrated control of AO, laser, telescope offloads • Three-stages of science operations support: – Observation planning tools – On-sky operations sequencer – Post-processing tools, e.g. incorporating AO diagnostics, PSF calculation, etc. • Archiving system • etc… • Separate safety control system 78 Science Operations Design • Classical observing model: astronomers are in charge – Model-of-choice for our community and the Observatory. – Built-in flexibility to switch between NGAO mode and instruments. – Back-up program is the responsibility of the astronomer. • Within these constrains, the science operations design optimizes. observing efficiency: 80% open shutter time for high-z galaxies – Pre-observing tools: selection of guide stars, performance and SNR prediction, planning and saving the observation sequences. – Operations tools integrating NGAO, telescope and instruments, allowing for parallel command and multi-system coordination. – Dithering/offsetting/centering using internal steering optics, that do not require to open/close AO loops and offset telescope. • Quality of the final data product: – Use of WFC and ancillary data for monitoring atmospheric conditions and image quality (SR, EE, photometry, etc). – Data archiving for calibration and science products. – PSF calibration, including PSF reconstruction from telemetry. 79 Science Operations Design Pre-observing tools GUIs and high-level operations tools Multi-system Command Sequencer Subsystem Command Sequencer 80 Control System Block Diagram • Highly distributed control system • Client/Server relationships between components, with master sequencer • Communication paths identified • Communication protocols TBD 81 Non-Real-Time Control Elements • Motion and bench automation control – – – – – – – – – Field derotator Calibration source in/out Dichroic changers LGS WFS assembly LOWFS pickoff assembly Acquisition pickoffs Laser constellation configuration Laser pointing and centering Etc. • Device control – – – – Sensors configuration control (HOWFS, LOWFS, …) Device power control (DMs, cal sources…) Environmental control (temperature, humidity, particulates, cooling) Laser diagnostics sensors and power/environment control Within a uniform motion control architecture and design approach • Standardization of motors/servos • Uniform specs for electronic drives • Electronics location requirements • Reliability specifications 82 Flowed-Down Real-Time Control Features • Performs high speed tomography of the atmosphere – – – – Up to 9 LGS, 3 LOWFS (2 tip/tilt, 1 tip/tilt/focus/astigmatism) sensors Up to 11 DMs (woofer, narrow field tweeter, 6 d-IFS tweeters, 3 LOWFS tweeters Multiple atmospheric layer tomography Up to 2kHz frame rate • Incorporates external parametric information – Cn2 (atmospheric) profile – Sodium layer profile – Wind profile • Flexible with science observing mode – Variable LGS constellation • Optimize for narrow and wide field – Arbitrary tip/tilt star locations and magnitudes • “Point and shoot” option – NGS narrow field 83 Real-time Control Architecture • Massively parallel processor (MPP) implementation is the only feasible approach • All aspects of the RTC algorithms have been analyzed and mapped to MPP implementation Guide star height Wavefront Wavefront Sensors Wavefront Sensors Wavefront Sensors Sensors Image Image Processors Image Processors Image Processors Processors Centroid algorithm r0, guidstar brightness, Guidestar position Kolmogorov spectrum Tomography Unit Cn2 profile Layer heights Wavefront Wavefront Wavefront Sensors DM Sensors Sensors Projection Image Image Processors Image Processors DM Processors Fit DM field position Image Image Processors Image Processors Deformable Processors Mirrors Actuator influence function RTC top level of parallelization 84 Reviewer Q & A • Start with control block diagrams requested by Fugate. 85 LGS Wide Field Tomography Woofer/Tweeter MOAO Feeding Deployable Integral Field Spectrographs (d-IFS) f-fW-fT f-fW f + Scienc d-IFS (6) Scienc - + LGS WFS (9) + fW LOWFS (3) LOWFS Tweeter & TT (3) Tomog Recon Tweeter Tweete &Tweete TT (6) eeInst Inst fT rr Truth WFS Deployable on the field Woofer & TT 86 LGS Narrow Field Woofer/Tweeter Feeding IFU, Vis and NIR Imagers f-fW-fT f-fW f + - + LGS WFS (9) + fW Tomog Recon Tweeter & TT Science Inst fT Truth WFS LOWFS (3) LOWFS Tweeter & TT (3) Woofer & TT 87 Point and Shoot Option Feeding IFU, Vis and NIR Imagers f-fW-fT f-fW f + - + LGS WFS (6) - LGS WFS (3) fW + Tomog Recon Tweeter & TT Science Inst fT Truth WFS WF Reconstructor LOWFS (3) LOWFS Tweeter & TT (3) Woofer & TT 88 NGS Narrow Field Woofer/Tweeter Science Inst f f-fW + + - fW f-fW-fT - fT NGS WFS Tweeter & TT WF Reconstructor Woofer & TT 89 Brent Ellerbroek's "Big Three" Questions 1. Is the requirement for order 64x64 LGS wavefront sensing realistic, and how is it driving the design? • • Yes, it is realistic. To be discussed in the performance section. Drove us to a cascaded relay (or alternatively a split relay). 2. Can the MOAO/MCAO tradeoff be quantified further in terms of the performance - science - technical risk - programmatic risk - cost metrics that are defined in the report? • See answers in design, performance, risk & cost sections. 3. Is it too ambitious to develop a single AO system design for both the narrow field and wide(r) field applications? • • • We initially proposed a single large relay. Five architectures were evaluated during the system design. The large relay received a low ranking for several reasons including size and cost. 90 Q&A: 64x64 Wavefront Sensing Is 64x64 LGS wavefront sensing realistic, and how is it driving the design? • Drives the design in the following ways: • DM clear aperture sets the 2nd relay beam size • 64x64 LGS & NGS WFS needed for high Strehl science • All the LGS WFS will need to accommodate the wavefront spatial sampling (at least 256x256 assuming a square grid CCD) • See performance section for more • 32x32 fall-back impact: • • • • Reduces 2nd relay beam size from 20 to 10 mm, making space for instrument switchyard smaller & mechanically more difficult to design. Relaxes requirements on number of LGS & NGS CCD pixels DM less costly WFS risks: 240x240 PN sensor available. Baseline 256x256 CCID-56 under development. 91 Q&A: Addressing MEMS Risk 4K Device (engineering grade) has been delivered to GPI DM will be mounted on a tip/tilt stage Mount design concepts under consideration 92 Cooling the Boston Micromachines MEMS does not appear to be a problem • Source: Steve Cornelisson, Boston Micromachines • Deflection vs. voltage is temperature independent, +20 C to -30 C • For Nusil adhesive, no temperature effect on rms surface figure, +24 C to 30 C 93 Q&A: MOAO vs MCAO Q: MOAO/MCAO trade study not adequately quantified. MCAO should be considered further, particularly if (i) fold mirror at an appropriate conjugate & (ii) order 64x64 wavefront correction not practical due to laser power. Impact on WFE budget if increased DM projection error for MCAO traded against MOAO implementation errors? • KAON 499 multi-parameter scoring system used instead of KAON 452 metrics for the architecture decision. • MOAO benefits are pretty clear from Figure • Science cases require significantly reducing the generalized anisoplanatism error, driving an impractical number of MCAO DMs. • DM projection & open loop go-to error are characterized & are significantly smaller (~30 nm for go-to, ~50 nm for implementation now verified on-sky) 94 Q&A: MEMS Calibration Q: What is your plan to calibrate the MEMs control in open loop? BMC 144 actuator MEMS successfully calibrated at LAO. The open-loop performance of this same mirror has been confirmed on-sky in the Villages experiment. A similar approach will be taken with the 32x32 & 64x64 MEMS. 95 Q&A: RTC Challenge Q: NGAO is clearly a challenging system from the point of view of Real Time Computer. … concerned by the fact that FPGA does not offer large flexibility during optimization of the AO system. … new ideas or new ways to control these systems will significantly evolve … flexibility in the SW implementation should be considered ... • • • • MPP design approach based on breaking down problem into basic key algorithms & allowing a maximum of flexibility in combining building blocks. Design will allow either of the presently proven stable LTAO algorithms: Fourier-Domain Pre-conditioned Conjugate Gradient Back Projection Tomography, and V-cycle Multi-grid Spatial Domain. Design will allow full flexibility in number of modeled atmospheric layers, number of subapertures in wavefront sensors, number of DMs, DM architecture (MOAO or MCAO), a-priori Cn2 model, asynchronous WFS frame rates, etc. The needed compute power scales with "problem size" (e.g. number of layers or number of subapertures) but the MPP architecture can track this with additional identical FPGA-populated boards & maintain the overall system throughput rate. 96 NGAO SDR Agenda 10:00 10:05 11:15 11:30 12:00 12:30 13:30 14:00 14:45 15:15 15:45 16:00 16:40 Introduction & Presentation Approach (Wizinowich) Science Cases & Science Requirements (Max) Break Requirements (Wizinowich) Design (Gavel) Lunch Design Q&A (Gavel) Performance Budgets (Dekany) Project Management (Wizinowich) Risks (Wizinowich) Break Cost Estimate (Dekany) PD Schedule & Budget (Wizinowich) + Phased Implementation 17:20 Conclusion (Wizinowich) 17:30 General Discussion & Questions (Hubin et al.) 18:00 End SCRD SRD,FRD SDM SDM SDM SEMP Risk KAONs SEMP SEMP 97 Performance Budgets Charge 2&3: Performance • Charge 2: “Assess … the completeness & consistency of the technical requirements.” – “Are the performance & error budgets complete & consistent with the science requirements?” • Charge 3: “Evaluate the conceptual design for technical feasibility & risk, & assess how well it meets the scientific & technical requirements.” – “Does the performance predicted for the conceptual design meet the scientific and technical requirements given in the System Requirements document?” – “If the predicted performance of the conceptual design does not meet the scientific or technical requirements are there adequate plans for addressing these deficiencies as the project continues? • NGAO Team response: – The NGAO team has developed and is utilizing a capable set of well anchored error budget and simulation tools to understand and evaluate performance, and to optimize the design. • Additional improvements to these tools are planned for the PD. – The predicted performance meets the science requirements. • But not all the high contrast goals. – Astrometry performance tools need to be developed during PD. 99 Performance Budgets and Tools KAON # Detailed Detailed System System Simulation Simulation 471 471 471 471 501 501 497 497 480 480 474 474 --- KAON # Performance Budget Performance Budget Residual wavefront error Residual wavefront error Ensquared energy Ensquared energy Transmission background radiation Transmission and and background radiation High-contrast observations High-contrast observations Astrometric precision Astrometric precision Photometric precision Photometric precision Polarimetric precision Polarimetric precision Efficient Efficient Spreadsheet Spreadsheet Tool Code Tool oror Code --1 1 2,3 2,3 2,3 2,3 -- 11 PDPD ----- 5 5 -- PD PDPD -- -- Analytical Key Design Analytical Key Design Relationships Drivers Relationships Drivers Documented Identifed Documented Identifed -- -4 4 Efficiency Budget Efficiency Budget Observing efficiency 463 Observing efficiency System uptime System uptime 463 PD PD Overall summary of SD activities Overall summary of SD activities Legend Notes Notes PD PD x x 491 x x PD -- Legend -- PD PD PD PD -- 491 Mature capability; will continue to evolve as required Initial capability; willwill continue to develop in PD Mature capability; continue to evolve asphase required No current capability; will develop during PD phase Initial capability; will continue to develop in PD phase Not planned No current capability; will develop during PD phase Not planned 1 Further analysis of high-contrast performance requires coordination with the NIR and visible coronagraph instruments. 1 Further analysisvia of detailed, high-contrast performance requires PSF coordination with the NIR and visible 2 Will support Monte Carlo simulation-based libraries (LAOS, Arroyo) coronagraph 3 Used for ainstruments. posteriori performance verfication; we do not plan to use for requirements flowdown 4 PD phasevia support for Keck interferometer only 2 Will support detailed, Monte Carlo simulation-based PSF libraries (LAOS, Arroyo) 5 During the DD phase, we may implement a prototypical simulation AOfor observing sequences. 3 Used for a posteriori performance verfication; we do not plan to of use requirements flowdown 4 PD phase support for Keck interferometer only 5 During the DD phase, we may implement a prototypical simulation of AO observing sequences. 100 NGAO Performance Observation TT reference LGS asterism dia. TT error (mas) Sky Coverage HO WFE (nm) Eff. WFE (nm) H Strehl / EE K Strehl / EE Io Science Target NGS 2.7 NGS 104 112 83% 90% KBO Companion Survey Field Star 11” 4.7 10% 154 175 64% 78% Exo-Jupiters w/ LGS Science Target 11” 2.4 N/A 152 157 69% 82% Galaxy / Galaxy Lensing Field Star 11” 9.5 30% 159 226 47% 66% High-Redshift Galaxies Field Star 51” 9.3 30% 204 257 55% 63% Galactic Center IRS 7 11” 3.0 N/A 177 184 61% 76% All but 1 case assume 100W High-redshift galaxies 150W 101 Reviewer Q & A 102 Q&A: WFE Budget Tool • WFE budget tool treats a wide variety of physical effects at appropriate levels of detail for our major design decisions. It includes: – Estimates based on first principles (e.g. DM fitting error) – Estimates based on real optical measurements • e.g. static & dynamic telescope errors – Estimates based on parametric models grounded in more detailed standalone numerical codes (Monte Carlo simulations) • e.g., background model, LGS tomography (3 independent codes compared), LOWFS architecture & sky coverage – Key interactions between systems • • e.g. LOWFS NGS sharpening, LGS WFS degradation by Rayleigh backscatter WFE budget tool has been anchored against: – Independent Keck AO WFE budget – On-sky NGS & LGS performance of Keck & Palomar AO systems 103 Q&A: LGS WFS CCD noise has moderate performance impact (in part due to high SNR for good WF measurement) Gal / Gal Lensing Performance vs. LGS WFS CCD noise (for 100W, 3+3 LGS WFS, 64x64 subaps, 4x4 pixels/subap, simple 1800 1600 250 1400 200 1200 1000 170 nm requirement 150 800 100 600 400 50 Optimal LGS WFS Frame Rate [Hz] Total equivalent WFE [nm] 300 High-order WFE Total WFE Optimal frame rate 200 0 0 0 2 4 6 8 RON [e-, rms] @ optimal rate 10 12 These curves are for read noise Independent of frame rate - we usually link these through a detailed CCD noise model Benefit of optimal centroiding algorithms not shown 105 Q&A: IR LOWFS noise has modest performance impact (in part due to flexure, other TT error terms) Gal / Gal Lensing Performance vs. LOWFS read noise 12 700 10 600 500 8 400 6 300 4 200 2 100 0 0 0 2 4 6 8 10 12 14 Optimal LO WFS Frame Rate [Hz] Total TT Error [mas] (for 100W, 3+3 LGS WFS, 2 TT + 1 TTFA, 2x2 pixels/subap, 30% sky, simple centroiding) TT Error [mas] Optimal frame rate 16 RON [e-, rms] @ optimal rate For this science case, 15 mas TT requirement met across range of LOWFS read noises (Tightest requirement (Gal Center) also has brightest IR TT star) 106 Q&A: Number of Subapertures / Rates “150W… seems inadequate… for up to 9… beacons, 17cm subapertures, and up to 2000 Hz frame rates.” – Order 64x64 wavefront sensing/correction drives complexity of many other systems… • True, but this combination of parameters is not an optimal performance point – Optimum WFE is found at N = 64 & 1055 Hz • For half this sodium return, optimum is N = 58 (19 cm) & 908 Hz • • Design includes selectable pupil samples, N=16, 32, and 64 Design drivers / Rationale – N=64 correction intended to reduce telescope fitting error and to provide a large dark hole and fine control of residual PSF speckles – N=64 WFS is optimal for bright NGS, less so for LGS (but N.B. future uplink AO) – 2,000 Hz frame rate needed for bright NGS, high-contrast (where latency speckles are more insidious then noise speckles), and outlying Greenwood frequencies (where we accept larger WFE) 107 Keck Wavefront Error Budget Summary Mode: NGAO LGS Instrument: TBD Sci. Observation: KBO Version 1.35 m m /D (mas) Wavefront Error (rms) Science High-order Errors (LGS Mode) Atmospheric Fitting Error Bandwidth Error High-order Measurement Error LGS Tomography Error Asterism Deformation Error Multispectral Error Scintillation Error WFS Scintillation Error 48 30 107 37 22 22 13 10 nm nm nm nm nm nm nm nm 43 17 25 40 15 38 34 0 13 16 1 30 30 15 15 nm nm nm nm nm nm nm nm nm nm nm nm nm nm nm Parameter 64 100 150 9 0.50 30 0.34 Alloc Subaps Hz (-3db) W beacon(s) m LLT zenith angle, H band Scint index, H-band 131 nm Uncorrectable Static Telescope Aberrations Uncorrectable Dynamic Telescope Aberrations Static WFS Zero-point Calibration Error Dynamic WFS Zero-point Calibration Error Leaky Integrator Zero-point Calibration Error Go-to Control Errors Residual Na Layer Focus Change DM Finite Stroke Errors DM Hysteresis High-Order Aliasing Error DM Drive Digitization Uncorrectable AO System Aberrations Uncorrectable Instrument Aberrations DM-to-lenslet Misregistration DM-to-lenslet Pupil Scale Error 64 Acts Dekens Ph.D Alloc Alloc Alloc Alloc 30 m/s Na layer vel 4.0 um P-P stroke from TMT 64 Subaps 16 bits Alloc TBD Instrument Alloc Alloc 99 nm Angular Anisoplanatism Error Total High Order Wavefront Error 23 nm 164 nm 166 nm 1.5 arcsec High Order Strehl Error budget corresponding to reviewer’s questioned scenario: 108 150W SOR, 9 beacons, 2,000 Hz frame rate, N=64 WFS’ing, 4e9 Na NGAO Major Error Terms Depending on Subaperture Sampling (for KBO science case, r0 @ 30 zen =14.7 cm, 100W SOR power, median LGS spot size ~1.71", 3 Sci Ast + 3 PnS Ast WFS's @ fixed 1000 Hz) 120 rms WFE [nm] 100 80 Telescope Fitting Error Measurement Error 60 Atm Fitting Error RSS Sum 40 20 0 0 10 20 30 40 50 60 70 80 Number of Actuators Across Telescope Diameter 109 Q&A: MOAO PnS vs. MCAO for TT sharpening • “What is the quantitative impact on sky coverage if the PnS lasers are eliminated from the system?” – “What is the impact if MOAO is replaced with MCAO?” • Both questions are directed to the benefits of superior sharpening of IR WFS NGS’s • Assumptions – NGAO IR WFS NGS MOAO PnS sharpening model • Interior to the Science Asterism – No anisoplanatism, constant tomography error • Exterior to the Science Asterism – Tomography error transitions smoothly to single-LGS focal anisoplanatism error – NGAO IR WFS NGS MCAO sharpening model • Interior to the Science Asterism (which must be expanded to increase NGS sharpening) – No anisoplanatism, increased constant tomography error • Exterior to the Science Asterism – Fall off as normal single-conjugate anisoplanatism: ~ ((-sci_aster) / 0_eff)5/6 110 NGS Sharpening Model (for KBO science case, r0 @ 30 zen =14.7 cm, 100W SOR power, median LGS spot size ~1.71", N=32 actuators, 38 nm Go-To errors (MOAO), 1060 Hz, 3 Sci Ast 3 on 5" radius + 3 PnS Ast at NGS (MOAO) OR "5+1" Sci Ast on 21" radius (MCAO)) 0.60 J-band Strehl Ratio 0.50 0.40 MOAO MCAO 0.30 0.20 Extending sci asterism further pushes ‘roll-off’ edge outward at cost of greater tomography error in the science direction 0.10 Going from 5 to 21” in this example increased sci direction tomography error from 54 nm to 70 nm 0.00 0 10 20 30 40 50 60 70 Off-axis distance [arcsec] 111 Q&A: MOAO PnS vs. MCAO for TT sharpening Design Drivers / Rationale • Sky coverage is important for NGAO science (KAON 455) • Tip/tilt error is a concern at Keck (N.B. conservative NGAO wind shake model) – Experience shows K2 LGS FWHM often not diffraction-limited (KAON 489) • d-IFS performance benefits from variable radius asterism (KAON 427) • Quantitative benefit for Galaxy/Galaxy Lensing Science Case – MOAO PnS provides ~3x higher J Strehl for NGS at distance of ~50” – Higher TT Strehl reduces intrinsic TT error from 8.3 to 6.0 mas • This is equivalent to an improvement in science H-Strehl of about 10% absolute – Evaluation across other science cases still needed (PD phase) 112 Q&A: MOAO PnS vs. MCAO for TT sharpening Design Drivers / Rationale (cont.) • Better-corrected NGS PSF’s are operationally easier to handle – More likely to obtain a diffraction-limited PSF core across a variety of environmental conditions – More consistent core expected to improve acquisition efficiency • Not all science targets follow Spagna statistics – c.f. GOODS-N/S, HDF N/S, Chandra DFS, Lockman Hole, COSMOS field – Design for wider NGS field of regard than indicated by Spagna average values • Cost / Benefit of PnS architecture (vs. scalable but fixed geometry asterism) is subject of a preliminary design study 113 Q&A: Sodium Layer Photoreturn • Basic assumption (based on published SOR measured return) – 150 ph/cm2/s/W • Explicit assumptions – All lasers contribution to science wavefront calculation • Worst case Point-and-Shoot laser is ~75” off-axis. The “10% metapupil shear height” at this angle is ~3 km, which is above ~80% of the turbulence in the MK Ridge model. The claim therefore that the PnS LGS sample most of the save volume as the science asterism, so their photons also count. – During the PD phase, this will be confirmed using detailed LAOS simulations. – Transmission(s) • Up: LGSF 0.75 x Atm30 up 0.78 = 0.59 • Down: Atm30 down 0.78 x Telescope 0.61 x NGAOHOWFS 0.37 X HOWFS QE589 0.80 = 0.14 • Implicit assumptions – SOR technology (or its equivalent) can be made available to NGAO – NGAO lasers will be backpumped and return will be invariant across different magnetic field lines 114 NGAO performance is robust to fluctuations in laser photoreturn (from Na column density, laser return per W, or laser power) NGAO Performance vs. Photoreturn 0.75 0.70 0.65 0.60 H-Strehl H Strehl 0.55 N N N N 0.50 0.45 = = = = 64 32 64 32 KBO KBO Gal Gal Lens Gal Gal Lens 0.40 For only 50W laser power, performance pivots around relative photoreturn = 0.5; not acceptable 0.35 0.30 0.25 0 0.25 0.5 0.75 1 1.25 1.5 1.75 2 Relative photoreturn (1 = baseline; 150 ph/cm2/s/W, 100W, 4e9 cm-2 Na) At each data point, the frame rate that minimized WFE is used (ranging from 425 fps to 1886 fps) 115 NGAO SDR Agenda 10:00 10:05 11:15 11:30 12:00 12:30 13:30 14:00 14:45 15:15 15:45 16:00 16:40 Introduction & Presentation Approach (Wizinowich) Science Cases & Science Requirements (Max) Break Requirements (Wizinowich) Design (Gavel) Lunch Design Q&A (Gavel) Performance Budgets (Dekany) Project Management (Wizinowich) Risks (Wizinowich) Break Cost Estimate (Dekany) PD Schedule & Budget (Wizinowich) + Phased Implementation 17:20 Conclusion (Wizinowich) 17:30 General Discussion & Questions (Hubin et al.) 18:00 End SCRD SRD,FRD SDM SDM SDM SEMP Risk KAONs SEMP SEMP 116 Project Management Charge 5: Project Management • Charge 5: Evaluate the suitability & effectiveness of the project management, organization, decision making …, with an emphasis on the next project phase (preliminary design) and also with respect to the entire project. – Does the performance of the project to date support the project’s approach to management & decision making? – Is the project’s proposed approach to management & decision making likely to succeed? What modifications would be advantageous to assure the success of the entire project? • NGAO Team response: – SDR deliverables complete. – 4% schedule & budget overruns (3 weeks & $50k). – ~7% of planned work postponed or cancelled (equivalent to ~$70k). – ~$120k used for higher than planned salary rates. – Improved management/org structure defined for next phase. – Structure will be further strengthened for detailed design 118 System Design Actuals vs Plan FY07 FY08 (to 2/29) FY08 Remain Total Plan Plan – Total COO 261.6 72.1 20.9 354.6 314.9 -39.7 UCO 144.0 92.6 11.9 248.5 238.1 -10.4 WMKO 327.1 195.3 80.9 603.3 438.6 -164.7 6.2 7.0 0.0 13.2 57.4 44.2 Institution Students Contingency 103.9 Inflation 16.7 Total ($k) = 738.9 Plan ($k) = 818 351.6 1169.6 -79.1 129.2 50.0 Actual - Plan = MS Project Schedule: • SDR delayed from 3/31 to 4/21/08 • 91% work complete thru SDR 367.0 113.7 1219.6 1169.6 -50.0 ~$120k impact Institution Plan (hours) Actuals (to 2/29) Actual - Plan Actual Rate ($/hr) Plan Rate ($/hr) COO 3369 3581 212 85.29 87.56 UCO 3154 2651 -503 88.10 69.11 WMKO 7276 7539 263 65.80 56.21 Total (hrs) = 13799 13771 -28 119 Organization Structure 120 Decision Making Organization structure assigns responsibilities/authority: • Clear requirements & interfaces should facilitate localized technical decision making. • Systems engineering flows down requirements, interface definitions & architecture, & evaluates changes. • PM makes or delegates project decisions, in consultation with senior NGAO management. • Direction & consultation on major changes (funding, cost, schedule or requirements) & priorities (schedule, budget &/or requirements) will be sought from WMKO Directorate. • Science consultation with SSC as needed. Decision making falls into several categories: • Configuration control – – – • Risks – • Risks will be tracked by PM & Systems Eng. Decisions to retire risks early wherever possible. Build versus Buy – – • Requirements & interface definitions will be under configuration control immediately, & designs starting during Detailed Design. Change Control Board reviews & approves changes to the above starting in Detailed Design. Science & System Requirement changes additionally approved by Project Scientist & PM. Need to determine any constraints imposed by the Directors. Prefer to buy when we can at a level existing vendors have demonstrated their ability to deliver. Reviews (provide input to the Directors & NGAO team for decision making) – – Project reviews provide an opportunity to review project decisions at key milestone points. Monthly report, SSC presentations & meetings with the Directorate. 121 Charge 6&7: Project Management • • Charge 6: Provide feedback on whether the overall strategy will optimize the delivery of new science. Charge 7: Gauge the readiness of the project to proceed to the preliminary design phase. – Has the project adequately defined the objectives, work breakdown structure & task plan for the next design phase? • NGAO Team response: – Overall strategy optimizes science delivery. – PD plan well defined. • Further improvements could be made starting with DD. 122 Work Breakdown Structure 123 Integration & Test + Reviews Milestones 22 mos SDR 24 mos 18 months 6 mos PDR 124 Integration & Test + Reviews AO Unavailable (12 mos) Milestones 6 mos 6 mos 4 mos 125 Reviewer Q & A 126 Technical & Programmatic Risks & Risk Mitigation Charge 3&5: Risk • Charge 3: “Evaluate the conceptual design for technical feasibility & risk, & assess how well it meets the scientific & technical requirements.” • Charge 5: Evaluate the suitability & effectiveness of the project management, organization, decision making & risk mitigation approaches, with an emphasis on the next project phase (preliminary design) and also with respect to the entire project. • NGAO Team response: – The technical & programmatic risks have been identified and ranked, and will be tracked. – Risk mitigation approaches have been identified. • Risk mitigation during PD funding limited. 128 Technical Programmatic Risk Overview Likelihood 4 3 20 2 4 1,2 11,12 5-8 3 21-22 13-19 9,10 1 1 24 23 2 3 4 Consequences 4 5,6 3 10 7-9 3,4 1,2 2 1 5 1. Inadequate PSF calibration 2. Inadequate sky coverage 3. Required lasers unavailable 4. 5. 6. 7. 8. 9. 10. 5 Likelihood 5 WFE budget assumptions Inadequate tomographic reconstruction Astrometric performance Tomographic computer HW architecture Keck Interferometer needs SW control complexity & instability CCD availability 1 2 3 4 Consequences 1. 2. 3. 4. NGAO funding Required lasers unavailable Rapid project ramp up Growth in cost estimate 5. 6. 7. 8. 9. Lack of full-time personnel Management structure Science instruments schedule Funding schedule impact Contract schedule slips 129 5 Technical Risk Evaluation 1. Inadequate PSF calibration • Most impact on Galactic Center GR & narrow-field proper motion astrometry, & detection of planets around low mass stars. a) Collaborate on CfAO-funded PSF reconstruction effort b) Produce a system-level design for PSF calibration c) Investigate Mauna Kea atmospheric profiler collaboration 2. Inadequate sky coverage to support wavefront error budget • AO corrected low order wavefront sensing using low noise NIR detectors assumed. a) NIR TT sensor to demo detector & AO correction. Investigate IRIS LOWFS study collaboration b) Lab &/or on-sky demo during DD. 3. Required lasers unavailable • Sodium return inadequate. See programmatics risks. 130 Risk Mitigation with ongoing experiments at LAO/Mt Hamilton with ViLLaGEs* • Objectives 1. 2. 3. Test MEMS deformable mirrors on-sky Open-Loop AO Uplink-corrected laser projection • Implementation – – – AO system on Nickel 40” telescope 140-DOF BMC micro deformable mirror CCD-39 WFS with simultaneous wavefront measurements 1. Uncorrected (Open loop) wavefront 2. Closed loop residual corrected wavefront 3. Sharpened tip/tilt star *Visible Light Laser Guidestar Experiments 131 Open loop control requires • Predictable response of the DM • Absolute measurement of the wavefront with high dynamic range 132 Villages open-loop on-sky AO results Strehl vs wavelength On-sky Data and Prediction Using Error Allocation Model 0.2 0.18 0.16 1” [Montage of open-loop controlled images in V, R, I, 900nm bands] Strehl 0.14 0.12 0.1 0.08 0.06 0.04 900/40 nm 0.02 I band (800 nm) 0 500 600 700 800 900 1000 R band (600 nm) Uncorrected V band (500 nm) wavefront error, nm wavelength, nm 70 Error Allocation 60 50 40 30 20 10 0 Internal Calibrator (650 nm) 133 Rejection Ratio of Temporal Power in the Wavefront Residuals Closed Loop Open Loop 135 Open vs Closed Loop Conclusions • • Open loop control has higher bandwidth Closed loop control does better at low frequencies (consequence of open loop cancelation accuracy) • On sky, we noticed no difference in Strehl performance between open-loop and closed-loop operation Take-Home Points • We now have on-sky experience with MEMS DMs • Open-loop control appears to be working in a way that is consistent with NGAO error budget models 136 Programmatic Risk Evaluation 1. NGAO funding • Not a review item 2. Required lasers unavailable &/or too expensive • Business model for affordable SOR or LMCT-type lasers? a) Determine best laser availability solution b) Evaluate impact of procuring less laser power 3. Rapid project ramp-up • Rapid personnel ramp-up required after preliminary design a) Produce a viable ramp up plan b) Find funds to allow more people to be involved earlier 4. Cost estimate growth a) Identify & exploit cost savings opportunities b) Employ a design to cost approach 137 Laser Systems • NGAO laser procurement issues – Single frequency CW laser appears to produce the most return per watt – All known systems require engineering development to be suitable for NGAO deployment – TMT also needs lasers, it appears NGAO requirements can be harmonized with TMT requirements – This creates a more realistic commercial opportunity for vendors • NGAO laser procurement strategy – Develop harmonized requirements by collaborating with TMT – Issue an RFP for laser system development • Start as early as possible with contract for laser engineering (detailed design) phase – Procure lasers in some way that allows vendor to build 6 x 50 watt, (or 12 x 25 watt) over some reasonable period for both NGAO and TMT – Ensure reliable source of spare parts and long term support 138 Reviewer Q & A 139 NGAO SDR Agenda 10:00 10:05 11:15 11:30 12:00 12:30 13:30 14:00 14:45 15:15 15:45 16:00 16:40 Introduction & Presentation Approach (Wizinowich) Science Cases & Science Requirements (Max) Break Requirements (Wizinowich) Design (Gavel) Lunch Design Q&A (Gavel) Performance Budgets (Dekany) Project Management (Wizinowich) Risks (Wizinowich) Break Cost Estimate (Dekany) PD Schedule & Budget (Wizinowich) + Phased Implementation 17:20 Conclusion (Wizinowich) 17:30 General Discussion & Questions (Hubin et al.) 18:00 End SCRD SRD,FRD SDM SDM SDM SEMP Risk KAONs SEMP SEMP 140 Cost Estimation Charge 4: Cost Estimate • Charge 4: Assess whether the design can be implemented within the proposed schedule & budget. – Are the plans for completion of the project, including the cost estimate, schedule & budget to completion, sufficiently detailed? – Is the methodology used to develop the cost estimates sound? – Is the proposed budget to completion realistic? – Is there sufficient management reserve (contingency) allocated in the proposed budget to completion? • NGAO Team response: – A detailed and realistic bottoms-up cost estimate has been prepared for the completion of the project and for each major phase, including identification of contingency. 142 Cost Estimation Methodology (KAON 546) • Cost estimation spreadsheets – Based on TMT Cost Book approach, simplified for SD phase – Prepared for each WBS element (~75 in all) – Prepared for each of 4 phases • Preliminary design, detailed design, full scale development, delivery/commissioning – Prepared by technical experts responsible for deliverables – Process captures • • • • • • • WBS dictionary Major deliverables Estimates of labor hours Estimates of non-labor dollars (incl. tax & shipping) & travel dollars Basis of estimate (e.g. vendor quote, CER, engineering judgment) Contingency risk factors & estimates Descope options – Standard labor classes, labor rates & travel costs used 143 Cost Estimate to Completion (FY08 $k) WBS WBS Title PD DD FSD D&C Base Cost Contingency Total ($k) 2 Management 874 1,232 1,594 657 4,356 318 4,674 11% 3 Systems Eng 811 1,004 478 193 2,485 401 2,886 7% 4 AO System Dev 730 2,208 9,742 3 12,683 3,849 16,533 39% 5 Laser System Dev 285 1,947 6,619 128 8,980 1,935 10,915 26% 6 Science Operations 166 756 646 1,568 233 1,801 4% 7 Tel. & Summit Eng. 95 424 1,049 19 1,587 344 1,932 5% 8 Telescope I&T 46 106 114 1,944 2,211 525 2,735 6% 9 Ops Transition 14 20 555 70 660 91 750 2% 3,021 7,697 Sub-Totals ($k) 20,797 3,015 34,530 7,697 42,227 100% 144 Cost Estimate to Completion (FY08 $k) Cost Estimate (FY08 $k) Labor (PY) Labor NonLabor Travel SubTotal Contin -gency Total % of NGAO Budget Preliminary Design 21.0 2,582 216 224 3,022 458 3,479 8% Detailed Design 43.6 5,516 1,827 354 7,697 1,403 9,100 22% Full Scale Develop 50.5 5,661 14,510 626 20,797 5,234 26,031 62% Delivery/Commission 22.4 2,287 250 478 3,015 602 3,617 9% Total = 138 16,045 16,804 1,681 34,531 7,697 42,227 100% 46% 49% 5% 100% 22% 122% Phase % = 145 Reviewer Q & A 146 Q&A: Cost Impact of MOAO/MCAO for TT Sharpening • “What is the impact of the MCAO/MOAO tradeoff on the cost estimate, particularly if the order of correction were scaled back to 32x32 or 20x20?” • Cost increments for MCAO vs. MOAO for purpose of NGS sharpening – Savings ~$2,100K? • Remove three LOWFS 32x32 MEMS: ~$500k hardware • Reduce RTC requirements: ~$600k hardware • Reduce LOWFS Assembly, I&T, RTC & Commissioning labor: ~$1,000k? – Increases ~$1,700K - $2,600K? • 20x20 or 32x32 9 km conjugate DM: $300k or $1200k. • Increase RTC requirements: ~$400k hardware(?) • Increase Optical Relay, I&T, RTC, Commissioning labor: ~$1,000k? 147 Q&A: Cost Impact of MOAO/MCAO for Science • Achieving science goals with MCAO requires somewhat different approach (KAON 452) • N = 64 x 64 actuators for narrow-field science path (KAON 499) – DM with appropriate pitch and large stroke unavailable – Result drives architecture toward our MCAO “Large Relay” option • Incremental cost comparison during architecture downselect indicated that Large Relay was ~$2.6M greater cost than Cascaded Relay • MOAO would likely still be required for dIFS (KAON 471) – 2’ circular field of regard suffers from generalized anisoplanatism, not present in MOAO architecture • Details have not been quantified, but using MOAO we barely meet the dIFS performance requirements • MOAO could be avoidable over ~60” field of regard – d-IFS impact was not considered in earlier cost comparison 148 Schedule & Budget Charge 4&7: Schedule, Budget & Resources • Charge 4: Assess whether the design can be implemented within the proposed schedule & budget. • Charge 7: Gauge the readiness of the project to proceed to the preliminary design phase. – Are the resources identified for the next design phase sufficient to address the scope of work? • NGAO Team response: – This section will only address the PD phase (the rest of the project has been addressed in earlier sections) – A realistic budget and schedule has been produced for the PD phase. – Excellent team for PD. Resources are sufficient. • Will need more full-time effort starting with DD. 150 Preliminary Design Phase Schedule • • • PD phase tasks & hours from cost estimation entered in MS Project. Personnel assigned to tasks. Tasks scheduled in required sequence & in order to fit within FY available budgets. 151 Preliminary Design Budget (FY08 $k) Work (hours) Institution Cost ($k) FY08 FY09 FY10 Total FY08 FY09 FY10 COO 1116 4360 927 6403 107 419 88 614 UCO 1719 6407 1675 9801 113 444 118 675 WMKO 2542 11633 3030 17204 196 841 228 1264 Free (Max + WMKO) 292 1068 203 1563 0 0 0 0 Student/Postdoc 227 933 0 1160 9 37 0 46 5895 24401 5835 36131 425 1741 434 2600 Procurements ($k) 2 164 50 216 Travel ($k) 28 125 61 214 30 289 111 430 0 0 449 449 Total ($k) = 455 2030 994 3479 Available ($k) = 455 2000 1024 3479 0 -30 30 Labor Total = Labor & Non-Labor Total ($k) = Contingency ($k) Available - Total ($k) = Total 0 152 Preliminary Design Core Team Name EC Fulltime Inst Role % Adkins, Sean WMKO Laser procurement, instrument interfaces 26 Bell, Jim WMKO AO enclosure & infrastructure 23 Britton, Matthew COO Wavefront sensor design, performance budgets 24 Dekany, Rich COO COO project management, systems engineering 52 EE / Programmer UCO Real-time control 78 Gavel, Don UCO UCO project management, technical overview 37 Non-real time controls & software, systems eng 89 AO optical design 25 Science operations tools, operations concept 93 Johansson, Erik WMKO Kupke, Renate UCO Le Mignant, David WMKO Lockwood, Chris UCO AO mechanical design 36 Max, Claire UCO Project Scientist, science requirements development 35 McGrath, Elizabeth UCO Postdoc for Project Scientist, science development 100 Morrison, Doug WMKO Non-real time control software 25 Neyman, Chris WMKO Systems engineering, laser & AO facility design 84 Wavefront sensor design 58 Velur, Viswa COO Wetherell, Ed WMKO Non-real time control electronics 34 Wizinowich, Peter WMKO Project manager, technical overview 59 Wavefront sensor design 28 Zolkower, Jeff COO 153 Reviewer Q & A 154 Phased Implementation Charge 6: Staged Implementation/Descopes • Charge 6: Provide feedback on whether the overall strategy will optimize the delivery of new science. – Are there possibilities for staged implementation or descopes that are viable in terms of the science requirements? • Disclaimer: Not a System Design phase deliverable. – Some initial thoughts presented here. – Options can be considered during Preliminary Design. – Staged implementation will be more expensive, but allows science return as funding available. 156 One Phased Approach Option Phase 1: Laser tomography • 50W laser, fewer LGS • fewer LGS WFS & LOWFS • no MEMS or MOAO control • no new instruments • uncooled enclosure Higher SR from laser power & reduced focal anisoplanatism Add back based on science priority RTC 157 Science Cases vs AO Capabilities & Instruments Science Case Galaxy Assly & Star Formation Nearby AGNs Galactic Center - Relativity Galactic Center - Stellar Pop'ns Extrasolar Planets Minor Planet Multiplicity QSO Host Galaxies Gravitational Lensing by Galaxies Gravitational Lensing by Clusters Astrometry Science Resolved Stellar Populations Debris Disks YSOs Minor Planet Size, Shape, Comp. Gas Giant Planets Ice Giant Planets PSF High Low High Stab- Sky BackStrehl ility Cover. gnd d-IFS NIR IFU NIR Cam Vis Cam narrow narrow narrow Helps illustrate the science impact of deferrals/descopes 158 Reviewer Q & A 159 Review Panel Report Questions 1. Assess the impact of the science cases in terms of the competitive landscape in which the system will be deployed. – Science section 2. Assess the maturity of the science cases & science requirements and the completeness & consistency of the technical requirements. – Science, Requirements & Performance sections 3. Evaluate the conceptual design for technical feasibility & risk, & assess how well it meets the scientific & technical requirements. – Design, Performance & Risk sections 4. Assess whether the design can be implemented within the proposed schedule & budget. – Cost & PD Schedule & Budget sections 5. Evaluate the suitability & effectiveness of the project management, organization, decision making & risk mitigation approaches, with an emphasis on the next project phase (preliminary design) and also with respect to the entire project. – Project Management & Risk sections 6. Provide feedback on whether the overall strategy will optimize the delivery of new science. – Project Management & Phased Implementation sections 7. Gauge the readiness of the project to proceed to the preliminary design phase. – Design, Project Management & PD Schedule & Budget sections 160 Conclusion • • • • • • • • • NGAO will provide the WMKO community with a powerful & unique scientific capability. The requirements are well understood & have been flowed down to the design. A feasible and optimal conceptual design has been developed. The technical and programmatic risks are well understood. A solid cost estimate has been developed. The management structure, plan and personnel are in place for the preliminary design. The very significant scientific rewards offered by NGAO come with significant technical & programmatic challenges. We have a team capable of addressing these challenges and delivering this powerful new scientific capability. We are ready, willing & able to proceed with the preliminary design. 161 NGAO SDR Agenda 10:00 10:05 11:15 11:30 12:00 12:30 13:30 14:00 14:45 15:15 15:45 16:00 16:40 Introduction & Presentation Approach (Wizinowich) Science Cases & Science Requirements (Max) Break Requirements (Wizinowich) Design (Gavel) Lunch Design Q&A (Gavel) Performance Budgets (Dekany) Project Management (Wizinowich) Risks (Wizinowich) Break Cost Estimate (Dekany) PD Schedule & Budget (Wizinowich) + Phased Implementation 17:20 Conclusion (Wizinowich) 17:30 General Discussion & Questions (Hubin et al.) 18:00 End SCRD SRD,FRD SDM SDM SDM SEMP Risk KAONs SEMP SEMP 162