Cosmic ORigins Explorer (COrE ) A satellite mission for probing Cosmic origins, neutrinos masses and the Origin of Stars and Magnetic Fields through a high-sensitivity survey of the microwave polarization of the entire sky This proposal involves the cosmic microwave background observation communities from France, Italy, Spain, and the United Kingdom, as well as several other European countries (presently Denmark, Germany, Ireland, the Netherlands, Norway, Portugal, Sweden, Switzerland. The US community as represented by the PPPT groups and his chairman (S. Hanany) has expressed strong interest in an extensive collaboration if this proposal is successful. A full list of the people currently involved with COrE may be found at our website: http://www.core-missison.org as well as a list of prominent scientists who support our proposal. Below we list those members of the COrE community who have contributed most actively in preparing this proposal, under the working group where they have mainly contributed. National coordinators: F. R. Bouchet (FR), P. de Bernardis (IT), B. Maffei (UK), E. Martinez-Gonzalez (SP) Mission & programmatics working group F. R. Bouchet, P. de Bernardis, B. Maffei, M. Piat, N. Ponthieu, R. Stompor Instrument working group: B. Maffei, M. Bersanelli, P. Bielewicz, P. Camus, P. de Bernardis, M. De Petris, S. Masi, F. Nati, F. Piacentini, L. Piccirillo, M. Piat, G. Pisano, M. Salatino, R. Stompor, S. Withington, T. Peacocke Science working group: M. Bucher, D. Barbosa, N. Bartolo, R. Battye, J.-P. Bernard, F. Boulanger, A. Challinor, S. Chongchitnan, S. Colafrancesco, T. Ensslin, J. Fergusson, P. Ferreira, K. Ferriere, F. Finelli, J. Garcia-Bellido, S. Galli, M. Haverkorn, M. Hindmarsh, A. Jaffe, M. Kunz, J. Lesgourgues, A. Liddle, M. Liguori, S. Matarrese, A. Melchiorri, P. Mukherjee, L. Pagano, D. Paoletti, H. Peiris, L. Perroto, C. Rath, J. Rubino Martin, C. Rath, P. Shellard, J. Urrestilla, B. Van Tent, L. Verde, B. Wandelt Foregrounds working group: C. Burigana, J. Delabrouille, C. Armitage-Caplan, A. Banday, A. Bonaldi, S. Basak, D. Clements, G. De Zotti, C. Dickinson, J. Dunkley, M. Lopez-Caniego, E. Martinez-Gonzalez, M. Negrello, S. Ricciardi, L. Toffolatti Contact for proposal: François R. Bouchet, bouchet@iap.fr, +33 1 44 32 8095, and Paolo de Bernardis, paolo.debernardis@roma1.infn.it, +39 06 4991 4271. Executive Summary We propose COrE , the Cosmic Origins Explorer, a Class M space mission whose aim is to deliver high precision, reference-quality, full-sky maps of the polarized microwave and sub-mm sky in 15 bands ranging from 45 GHz to 795 GHz. Polarization maps in this frequency range will enable an unprecedented exploration of Cosmic Origins—from the origins of stars and the origin of cosmic structure to the origin of the Universe itself. Owing to COrE ’s exquisite polarization sensitivity, systematics control, and foreground separation capabilities, COrE will: improve sensitivity to the B-mode signal of primordial gravitational waves by two orders of magnitude; vastly increase the number of resolved modes available to probe the cosmological initial conditions, allow an unprecedented probe of non-Gaussianity and thus either detect or rule out the presence of non-linear physics during inflation or in a pre-Big Bang epoch; and measure neutrino masses to sufficient precision to distinguish the direct from the inverted neutrino hierarchies. At the higher frequencies COrE will observe all-sky polarization maps for the first time. These maps will uncover the role played by magnetic fields in star formation; revolutionize our picture of the three-dimensional galactic magnetic field and of the properties of interstellar dust; determine directly the initial conditions for star formation in the diffuse ISM; and discover, characterize and time-resolve a large number of new polarized galactic and extragalactic point sources. COrE builds on the success of Planck/Herschel both in terms of hardware and software/science, reusing many of the subsystems and methods developed by the mm/submm community. In its study of the cosmic microwave background anisotropies, COrE ’s polarization maps will be of comparable or better quality than the temperature maps that are being delivered by Planck in spite of the considerably weaker polarization signal. COrE will achieve this with comparable angular resolution and frequency coverage, but twice the frequency resolution and more than 30 times higher sensitivity than Planck . This improvement is made possible by a massive increase in the number of detectors, from 63 to 6384, operating almost at the photon shot noise limit, as well as from improved detector technology and a longer mission duration. One of the lessons of Planck concerns the abundance of cosmic rays at L2, which would make it hazardous to bank on building much more sensitive detectors behind a colder telescope. Of course, sensitivity to cosmic rays will be part of the criteria we shall use in the detailed definition phase for selecting the final detector arrays set-up. COrE ’s raw sensitivity will be matched by a system-wide approach to reject systematic errors. This concern is actually the primary driver of the selected overall design. Rather than measuring polarization by subtracting two linearly polarized intensities from different detectors as in Planck , which introduces errors by aliasing temperature anisotropies into a spurious polarization signal, COrE will modulate the polarization signal by using a rotating half-wave plate as the first element of the optical path from the sky to the detector horns. This allows polarization to be measured directly on a short time scale and rejects spurious polarization that is inevitably to some extent introduced inside the telescope/detector system. In the area of Early Universe science, COrE will search for primordial gravitational waves, predicted from cosmic inflation but not yet seen, by searching for a B mode of the CMB polarization of primordial origin. Simulations demonstrate that COrE ’s sensitivity and foreground rejection capabilities will lower the limits on the tensor-to-scalar ratio (T /S) by approximately two orders of magnitude, from the T /S ≈ 0.1 detection threshold anticipated from Planck to 0.001! In addition to providing a confirmation of inflation by verifying its most stunning and non-trivial prediction, a positive detection of B modes of primordial origin would establish the energy scale of inflation, which cannot be determined from observing the scalar anisotropies alone. There exist broad classes of models in this range. A negative result, likewise, would rule out large classes of models and provide invaluable constrains for string theory model building by probing energies near the Planck scale. In a complementary way to probing primordial gravitational waves, COrE ’s temperature and polarization maps offer the prospect of dramatic new insights into fundamental physics and possible signals from the epoch of quantum gravity through the window of non-Gaussianity. The temperature and polarization maps delivered by COrE will enable it to distinguish between non-Gaussian fingerprints from a range of processes 1 in acting during the Big Bang or in a pre-Big Bang phase. This fingerprinting capability sets it apart from all other projected probes of non-Gaussianity. This exploration may reveal the action of multiple fields when the seeds of cosmic structure were produced (“local” NG); non-canonical kinetic energy (“equilateral” NG); remnants of a pre-inflationary phase (“flattened NG”); cosmic (super-)strings; a contracting phase with a subsequent bounce; and even signatures of dark energy imprinted by cosmic structure in the late Universe. Another key science objective is to reconstruct the gravitational lensing deflection field and measure its power spectrum to cosmic-variance limits on all scales where linear perturbation theory is reliable. While Planck will be able to make rudimentary measurements of the lensing spectrum using the temperature maps, high-resolution polarization maps with low instrument noise can give a vastly superior reconstruction by eliminating most of the intrinsic fluctuations as a source of statistical noise. Through lensing reconstruction, COrE will be able to probe sub-eV neutrino masses and the dark energy sector in a way that is impossible with the primary anisotropies alone. For example, the summed neutrino mass will be measured to 0.03 eV. Measurements of neutrino oscillations establish lower bounds on neutrino masses and suggest two possible hierarchies for the neutrino masses, a normal and an inverted hierarchy. In both of these, COrE data alone will determine the lightest mass to 0.04 eV (95% confidence) — a sensitivity that cannot be reached with laboratory experiments. Moreover, COrE could distinguish the inverted hierarchy from three massless neutrinos at 3 σ. In the area of galactic science, COrE will probe the galactic magnetic field in diffuse regions, allowing us to establish the initial conditions for star formation and probe the physics of the interstellar medium. COrE will measure both dust and synchrotron intensity and polarization. The accuracy of COrE information will provide a unique opportunity to test magneto-hydrodynamical models and the impact of the magnetic field on the interstellar medium energetics, and the interplay between turbulence and magnetic field. COrE will be the first instrument with the combination of sensitivity and resolution needed to map the Galactic magnetic field down to the sub-parsec scales where pre-stellar cores are formed. The inefficiency of starformation is still an open question: how and when does gravity overcome thermal, turbulence and magnetic pressure, starting star formation, needs to be tested with high sensitivity and resolution data that only COrE can provide. The survey from COrE at large scales will provide important new clues to the effects of the Galactic magnetic field in supporting the diffuse medium in the Galactic gravitational potential and in confining cosmic rays in the disk, providing stronger constrains on current dynamo scenarios. The manyfrequencies survey of COrE will open a new dimension to our understanding of interstellar dust nature and evolution, and of the underlying physical mechanisms processing dust grains in the ISM. COrE data will also be used to disentangle if the Galactic Center “hazes” detected by WMAP and Fermi are due to dark matter annihilation or to astrophysical mechanisms at the Galactic Center: the two models, in fact, predict different polarization properties for the haze, which can be measured very accurately with COrE . COrE cosmology science will require accurate foreground removal and a very good assessment of the relevant potential error. COrE is designed to generate itself all the data needed for that, in particular by a large complement of relatively narrow spectral bands. Using all available information as of now, as summarized in Planck Sky Model, simulations were done and analyzed using state-of-the-art component separation algorithms. They provide confidence that COrE will acquire the multi-component data necessary in order to achieve its science objectives with some margin for error and redundancy for verifying its results. All this science and more will be produced by the exploitation of the main legacy product of COrE full-sky maps of the three Stokes parameters I,Q,U, at 15 frequencies, i.e. 45 maps of incredible sensitivity, providing a data mine for decades afterwards. The mission has been endorsed by the Italian Space Agency ASI and by the French Space Agency CNES. 2 Contents 1 Science with COrE 3 2 From science requirements to mission design 15 3 Mission profile proposed to achieve these objectives 18 4 Model payload to achieve the science objectives 20 5 Technology development requirements 29 6 System requirements and spacecraft key factors 31 7 Science operations and archiving 34 8 Programmatic and cost analysis 36 9 Communication and Outreach 38 10 Selected references 39 1 Science with COrE Observations of the microwave and far infrared sky have revolutionized our understanding of the origins of the Universe and the processes at play within our galaxy and beyond. Before proceeding to a detailed analysis of some of the highlights of the new science that will be made possible with COrE, it is appropriate to review what is known, mainly from temperature maps but also from the presently available polarization data, concerning the several components emitting in the microwave bands and then quickly review the physical mechanisms causing this emission to be partially polarized, with a view toward understanding qualitatively the new science that can be extracted. The frequency coverage of COrE is broad, deployed over 15 frequency channels ranging from 45 GHz to 795 GHz. For the temperature and polarization anisotropies, the central channels from about 70–220 GHz offer a relatively clean window in which the primordial CMB anisotropies dominate. At lower frequencies, a nonthermal galactic synchrotron component becomes an increasingly dominant contribution to the anisotropic signal. The synchrotron component arises from the interaction of cosmic rays with the galactic magnetic field and provides invaluable information to constrain the galactic magnetic field. This component has a spectral index redder than a blackbody by approximately three inverse powers in frequency, allowing it to be removed through this differing frequency dependence. The WMAP data has provided a wealth of information concerning the degree of polarization of this synchrotron emission, providing one of the inputs for the COrE polarization cleaning forecasts. Nevertheless a more precise template will be needed, hence the presence of 45 GHz channel. At low frequencies, there is also a free-free component, arising from bremsstrahlung of the hot HII regions, tightly correlated with Hα emission, which serves as a useful tracer. This emission however is not polarized. At the low end of the spectrum one also has evidence for spinning dust emission, but the details and degree of polarization of this emission are not presently well understood. Above the so-called CMB channels, above around 250 GHz, a component of cold (T ≈ 20K) dust starts to become the dominant contribution to the anisotropies as one pushes into the exponentially falling Wien regime of the CMB blackbody spectrum. The physics of the dust grains of the interstellar medium is complex and only partially understood. Our understanding is summarized by empirical models of the grain populations drawing from a variety of observational inputs (frequency dependence of reddening including the presence of absorption features, polarization of starlight, infrared emission,...) as well as more physical arguments (bottom-up modelling informed by cosmic element abundances). The infrared emission can be described approximately with a blackbody at the dust temperature and an emissivity index in the neighborhood of α = 1.7. Presently the most widely used dust model has two dust components with separate temperatures and emissivity indices. All these emission processes (with the exception of free-free) are partially polarized. The degree of polarization of the synchrotron emission is around 10% and that of the dust around 5–7% , although large uncertainties persist. For the primordial component, polarization can heuristically be understood as a measure of the CMB quadrupole moment as seen by a typical electron of last scattering, roughly proportional to the double derivative of the ‘temperature’ and the square of the mean distance between last and next-to-last scattering. This proportionality explains why the electric-type (E) polarization from the scalar perturbations receives an appreciable contribution from late-time reionization despite the fact that the reionization optical depth is quite small (τ ≈ 0.087). This is the mechanism that allowed the WMAP polarization data to break the degeneracy between the amplitude of the primordial scalar perturbations A and the reionization optical depth τ. Current observations of the polarization of the primordial CMB component are in good agreement 3 `(` + 1)C` /2π [µK 2 ] TT,scalar TE,EE scalar BB← EE, scalar lensed BB, (T /S) = 10−1 BB, (T /S) = 10−2 BB, (T /S) = 10−3 BB, (T /S) = 10−4 Multipole number (`) Figure 1: Inflationary prediction for the CMB temperature and polarization anisotropies for the scalar and tensor modes. The horizontal axis indicates the multipole number ` and the vertical axis indicates `(` + 1)C`AB /(2π) in units of (µK)2 , which is roughly equivalent to the derivative of the power spectrum with respect to ln `. The green curves indicate the TT, TE, and EE power spectra (from top to bottom) generated by the scalar mode assuming the parameters from the best-fit model from WMAP seven-year data (H0 = 71.4 km s−1 Mpc−1 , Ωb = 0.045, Ωcdm = 0.220, ΩΛ = 0.73, τ = 0.086, and ns = 0.969). The BB scalar component (indicated by the heavy red curve) results from the gravitational lensing of the EE polarized CMB anisotropy at the last scattering surface z ≈ 1100 by structures situated mainly around redshift z ≈ 2. The top three blue curves (from top to bottom on the left) indicate the TT, TE, BB, and EE spectra resulting from the tensor mode assuming a scale-invariant (nT = 0) primordial spectrum and a tensor-to-scalar ratio (T /S) of 0.1, and the solid black curves indicate the BB spectra for the descending values of (T /S) = r = 0.1, 0.01, 0.001 and 0.0001. For the TE cross-correlations we have plotted the log of the absolute value, hence the downward spikes which correspond to sign changes. with the scalar perturbations and cosmological parameters implicit from the temperature perturbations. Polarization provides a powerful cross check because it probes the other of the two quadratures of the cosmological perturbations. The frontier of CMB polarization observations lies in searching for the B mode. The polarization field on the celestial sphere may be divided into two components: an E mode, which may be expressed by means of second derivatives acting on a potential, and a B mode where this pattern is rotated by 45◦ . For scalar perturbations, which are the only ones that contribute to the matter power spectrum, only the E mode polarization is possible within linearized cosmological perturbation theory. Nonlinear corrections, which may be calculated reliably, contribute a gravitational lensing background (shown in red in the figure) having a white noise spectrum at low multipole number `. This ‘white noise’ at low ` has a magnitude of around 5µK · arcmin, the precise value depending slightly on cosmological parameters. Any B mode with a black body spectrum beyond the level expected from lensing is the tell-tale sign of primordial gravitational waves from inflation, whose multipole spectral shape predictions are shown in Fig. 1 alongside the predictions for the scalar anisotropies, shown in green. The expected B-mode anisotropies from inflation is parameterized by the ratio of the primordial tensor perturbations relative to the scalar perturbations (T /S) or r. The current COrE concept does not attempt to ‘clean’ the gravitational lensing B mode, but rather accepts it as a background that can be well characterized and included in the analysis in the same way as one typically deals with instrument noise in CMB experiments. Hence science requirement is to deliver a foreground cleaned map with an accuracy in the neighborhood or slightly better than 5µK · arcmin after foreground subtraction. This requires a superior raw sensitivity in order to clean out the foregrounds. The so-called “foregrounds” may, on the one hand, be considered a nuisance for primordial cosmology. They are the ‘dirt’ that must be removed to gain a glimpse at the pristine state of the primordial universe. But on the other hand, these foregrounds, which will be characterized with exquisite precision, constitute a gold mine for galactic and extragalactic science. In particular, the dust polarization maps produced, when combined with 21cm maps to provide depth information, can be used to gain a better understanding of the galactic magnetic field, which according to equipartition arguments plays a key role in the dynamics of the interstellar medium. Numerous extragalactic polarized point sources will be discovered as well. The following sections describe in more detail some of the highlights of the new science that one will be able to do with COrE and formulate the science requirements for the COrE instrument. Then the following sections describe the instrument proposed to satisfy these science goals. Additional information and details as well as a bibliography are available on the website : wwww.core-mission.org. 4 COrE will be competing with suborbital experiments likewise aiming to detect non-zero (T /S) and carry out other components of the science program presented here. Suborbital experiments have indeed played and will continue to play an important role is developing and demonstrating new technology for space-based CMB observation. Nevertheless, suborbital experiment are substantially handicapped in a number of ways that are analyzed in detail in the section Why Space? below. 1.1 Detecting gravitational waves from inflation: the quest for B-modes One of the striking developments of the past few decades is the theory of cosmic inflation. There is compelling evidence that the universe underwent a period of very rapid expansion at very early times. As a result of inflation, the universe ended up in a special, almost perfectly homogeneous state with a spatial geometry which is almost exactly Euclidean. Quantum fluctuations of the space-time fabric during inflation will have led to the formation of the cosmic web of matter structures and of gravitational waves. Inflation has been extraordinarily successful when confronted with the new spate of high quality cosmological data, most notably the WMAP data and we are clearly at the cusp of understanding the workings of the early Universe. The temperature and polarization of the CMB are the observables of choice for achieving this goal. The simplest model of inflation is based on a single scalar field φ having a potential V (φ). The energy and pressure of the scalar field drive the expansion of the universe according to the Einstein equations. For inflationary expansion we take the pressure and density such that p ≈ −ρ ≈ −V (φ) and find that the expansion accelerates, with the scale factor a(t), evolving as a(t) ∝ eHt where the Hubble constant, H ≡ ȧ/a evolves as H 2 = (8πG/3)V . Scalar perturbations arising from inflation imprint irregularities in the energy density of the Universe with an amplitude AS that depends on the wave number k, characterized by a scalar spectral index nS ≡ 1 + d ln A2S (k)/d ln k. Both AS and nS depend on V , V 0 and V 00 . The spectrum of density perturbations is almost, but not exactly, scale invariant, with nS ≈ 1. Inflation also generates tensor perturbations, transverse traceless perturbations in the metric of space time that are called gravitational waves, with an amplitude AT (k). The relative contribution of gravity waves to curvature perturbations is given by the tensor-to-scalar ratio r = (T /S) ≡ 16(AT /AS )2 ≈ 8MP2 l (V 0 /V )2 . Using the COBE normalization AS = 1.91 × 10−5 , we find that V 1/4 = 3.3 × 1016 (T /S)1/4 GeV. Hence a measurement of (T /S) directly probes the energy scale of inflation and is a window onto the early Universe. There is a vast range of models of inflation. Single-field inflation satisfies a simple relation ∆φ/MPl ' (r/0.01)1/2 where ∆φ is the scale of variation in the inflaton field. For such models, for example for chaotic inflation, large variations are required if they are to be detected. Small-field inflation models may be constrained more effectively by the measurements of nS . String theory contains an abundance of light scalar fields which may be responsible for inflation. Examples are the hybrid inflation models which involve two or more scalar fields, the so-called curvaton model of multi-field inflation which can boost the value of r and other candidates with non-standard kinetic terms in the Lagrangian leading to Dirac-Born-Infeld inflation. The panorama of inflationary models is clearly vast and intricate. Yet it is possible, given current cosmological constraints, to forecast the expected amplitude of r for specific classes of models. We do so in the left hand plot in Fig. 2, where we consider power law, chaotic (where the potential is of the form V (φ) ' φp ) and spontaneous symmetry breaking inflationary models and find current constraints on r and nS . A more ambitious, models-independent approach is taken in the right hand plot of Fig. 2, which shows extracts from a two million point Monte-Carlo simulation of the inflationary flow equations. In essence one constructs a hierarchy of flow equations that should encapsulate all models of inflation which can be constructed as effective field theories. The results do not depend strongly on choices of prior ranges once known observational constraints (on ns and dns /d ln k) are imposed, leading to somewhat model-independent constraints on r. While the results from these simulations cannot be interpreted in a statistical way, they show that models do not cover the observable parameter space uniformly and they show significant concentrations of points with significant tensor/scalar ratio, as can be seen in the middle panel of Fig. 2. It is therefore clear that r ∼ 10−3 is a natural target for a CMB polarization experiment. A Fisher forecast of the ability to constrain r and nS was carried out using the power spectra determination errors obtained from two independent component separation simulations based on the Planck Sky Model and the COrE instrument specifications, as described further below. The two approaches yield very similar results, offering an encouraging cross check. We find that (T /S) = 1 × 10−3 can be distinguished from 0 at the two sigma level (σr = 5 × 10−4 ) after marginalizing over all other cosmological parameters. In the left panel of Fig. 2 the small ellipsoids illustrate what a detection for a fiducial model with r = 5 × 10−3 would look like. One advantage of searching for B modes from space is that two windows of detection are available. There is a bump about two orders of magnitude above the otherwise white noise spectrum at very low-` (i.e., ` < ∼ 15) due to reionization. This is known as the “reionization bump” and cannot be probed from the ground, because the measurement of the lowest multipoles from the ground is plagued by systematic errors. The other window is known as the “recombination bump” and its statistical weight is centered around ` ≈ 70. According to the forecasts for COrE, for r = 0.005 the statistical weight is divided approximately 5 0 10 0 10 Spontaneous Symmetry Breaking −1 10 −1 r 10 power law chaotic p=8 chaotic p=1 chaotic p=0.1 −2 r 10 −2 10 WMAP constraints −3 10 COrE constraints −3 10 Allowed region if no tensor modes detected with COrE −4 10 −4 10 Allowed region if no tensor modes detected with COrE −5 0.95 1 1.05 ns 10 0.01 0.1 1 10 Δφ / mpl Figure 2: Constraints on inflation from COrE. For a broad range of inflationary models COrE can be expected to detect primordial gravitational waves from inflation. The large contours on the left panel show the present constraints from WMAP7 in the r−ns plane. A few parameterized families of inflationary models give an idea of representative model predictions. The small contours illustrate what a COrE detection would look like if r = 0.005. The part of parameter space still allowed at 2σ in the case of a non-detection is shown in grey. The right panel shows the ‘main sequence’ of inflationary models generated using a model-independent approach. A Melchiorri & L Pagano, H Peiris & L Verde equally between these two windows and the double measurement will allow the tensor spectral index nT to be determining thus providing an important cross-check. 1.2 Probing primodrial non-Gaussianity It has often been said that “Gaussianity,” along with spatial flatness and an approximately scale invariant spectrum of adiabatic cosmological perturbations, is one of the inexorable consequences, or tests, of inflation. Indeed it is remarkable that given the precise measures of the CMB that exist today, the primordial signal turns out to be very nearly Gaussian, although the WMAP data does suggest some hints of non-Gaussianity at low statistical significance. Following a series of seminal papers where the bispectral non-Gaussianity was calculated for the first time in 2003, it was realized that large classes of models predicting measurable non-Gaussianity exist and much of the current research in theoretical cosmology has shifted toward exploring what patterns of non-Gaussianity are possible. These possibilities are closely linked to new physics near the Planck scale and modifications of gravity. COrE will improve non-Gaussianity constraints and will have a non-Gaussianity discovery potential (defined more quantitatively below) a factor of ∼ 20 better than Planck , approaching the capabilities of an ideal probe. COrE ’s competitive strength will be a vastly enhanced exploration of physically predicted NG shapes compared to any other projected probe of NG. Constraining primordial non-Gaussianity stringently, into the interesting ranges, requires high resolution and full-sky coverage. For non-Gaussianity it is roughly the number of resolution elements that determines the sensitivity. For ‘local’ non-Gaussianity full-sky coverage is essential because most of the statistical weight derives from the coupling of the largest-scale modes to the modes at the limit of the resolution of the survey. Polarization is able to probe to smaller scales because the ratio of the contaminant signal to the primordial signal at large-` is larger for the polarization than for the temperature. Systematics control, the environment at L2 and full sky-coverage make COrE the ideal CMB NG probe. Measuring the shape of non-Gaussianity. An important advantage of COrE (compared to non-CMB probes of NG) consists in the ability to recognize a wide range of shapes of possible non-Gaussianity. Fig. 3 show the different bispectral shapes predicted by different theories. In this way COrE will directly probe and if present recognize the action of multiple fields when the seeds of cosmic structure were produced (“local” NG); non-canonical kinetic energy (“equilateral” NG); remnants of a pre-inflationary phase (“flattened NG”); cosmic (super-)strings; a contracting phase with a subsequent bounce, etc. Furthermore, these signatures can be separated robustly from late time astrophysical NG from lensing, foregrounds, and spurious NG, e.g. from residual instrumental systematics. A detection of any such primordial signal would rule out standard slow-roll models of single-field inflation. A detection of “local” NG would be inconsistent with any single-field inflationary model. Guaranteed CMB NG as probe of dark energy: Beyond searches for primordial NG, COrE will detect late-Universe NG imprinted on the CMB maps by the lensing/ISW correlation. This signal can be exploited to yield the strongest dark energy constraints from the CMB alone. There would also be ancillary signatures, 6 Figure 3: Distinct shapes for the CMB bispectra bl1 l2 l3 plotted with positive (cyan) and negative (magenta) isocontours.Shown are (from left to right) the ‘local’ model (e.g., multifield inflation), equilateral model (e.g., DBI inflation) and cosmic strings. Fergusson & Shellard allowing tests of the standard cosmology and constraining modified gravity alternatives. NG is typically characterised by the parameters fNL , the bispectrum amplitude for ‘local” NG arising in models with multiple fields, and gNL , and τNL , the trispectrum amplitudes. Joint constraints on τNL and fNL can probe consistency conditions between the bispectrum and trispectrum rule out standard multifield inflation τNL ≥ (6fNL /5)2 . Beyond these special cases, general estimators have now been developed to efficiently search for arbitrary shapes in the CMB data, allowing any model or mechanism to be directly tested. The COrE constraint on local fNL improves by a factor of 2.5 compared to Planck to δfNL ≈ 2. We define a conservative figure of merit to compare the predicted impact of COrE on NG constraints (or, equivalently, its discovery potential) for three forms of NG: local, equilateral and flattened. While Planck will reduce the constraint volume by a factor of 70 compared to WMAP, COrE would improve it by yet another factor of 20. Considering the constraint volume based only on the polarization maps (which provides independent information to the temperature maps and can hence provide an important consistency check), from Planck to COrE there is a factor 110 improvement. This improvement will be even more dramatic when considering combined constraints on a larger range of NG shapes. Important further information can be obtained combining the bispectrum with trispectrum constraints. The forecast precision with which local trispectrum parameters could be measured with COrE temperature data alone are ∆gN L = 3×104 and ∆τN L = 1×104 , which will be significantly improved when also considering polarization data. There are also models with a negligible bispectrum and a large trispectrum, including inflation with a parity symmetry. Similarly, for cosmic strings the trispectrum will provide a significantly stronger constraint on the string tension than the power spectrum or bispectrum. What if there is no detection of primordial NG? In this case COrE would rule out all scenarios whose natural parameter space result in high values of the NG parameters such as fNL , while rendering many other early universe mechanisms cosmologically irrelevant. Examples include DBI inflation models typically predicting |fNL | > 5 and competitors to inflation like ekpyrotic/cyclic models predicting measureable |fNL | ∼ 10. In a complementary way to probing primordial gravitational waves, COrE ’s probe of NG offers the prospect of dramatic new insights into fundamental physics and possible signals from the epoch of quantum gravity. 1.3 Fundamental physics with gravitational lensing The post-recombination cosmic history, and in particular “dark parameters” such as those describing the dark energy and light neutrino masses (much below 1 eV), mainly affects the primary CMB anisotropies through the angular-diameter distance to recombination and are therefore largely degenerate. While these degeneracies can be partly broken with external datasets, a very promising alternative route is to use the effect of weak gravitational lensing of the CMB by large-scale structure. The lensing deflection is a sensitive probe of the growth of structure over a range of redshifts peaking around z ≈ 2. Lensing has several effects on the CMB; the most powerful in terms of providing a new window to the physics of the dark sector is the (small) non-Gaussianity that it induces in the observed CMB. While lensing studies using the CMB have much in common with present and planned surveys of weak lensing of galaxies, there are important differences. The CMB provides the most distant source plane and so the deflections are larger and are sourced generally at higher redshift than for galaxy lensing. At higher redshift, the amplitude of the fluctuations is lower and so a wider range of scales can be probed in the linear regime, removing many of the issues of non-linear evolution that complicate galaxy lensing. Moreover, there are no astrophysical issues such as intrinsic alignments of galaxy shapes to worry about. In addition, the 7 Figure 4: Left: Reconstruction noise on the deflection power spectrum for an extended Planck mission (four surveys; left) and COrE (right) using temperature alone (red) and temperature and polarization (blue). For COrE , we also show the approximate noise level (green) for an improved iterative version of the reconstruction estimator following Smith et al. The deflection power spectrum is also plotted based on the linear matter power spectrum (black solid) and with non-linear corrections (black dashed). Right: The resulting errors (including cosmic variance) on the deflection power spectrum from Planck (red) and COrE (blue) using lens reconstruction with temperature and polarization (no iteration). statistics of the CMB source plane are well understood so that shear and magnification are equally useful observables. On the down-side, the CMB is a single source plane so there is no possibility for performing tomographic studies. Note also that instrumental systematic effects are quite different for the two routes. The different redshift ranges and systematic effects make CMB and galaxy lensing highly complementary, and cross-correlations should be able to provide interesting new results. 1.3.1 Measurement and interpretation of the CMB lensing signal One can construct estimators for the lensing deflections from off-diagonal correlations in the observed CMB. Once reconstructed, the deflection field can be used as another cosmological observable. High resolution is essential since, even for large-scale lenses, the majority of the information in the reconstruction comes from small-scale CMB fluctuations. A highly significant detection of the deflection power spectrum, Cldd , should be possible with Planck’s temperature maps (see Fig. 4 for forecasts) and detailed analysis is underway. Detections are also expected soon from the ground (e.g. with SPT). However, the statistical noise in temperature reconstructions is such that Cldd will only ever be measured to the cosmic variance limit for multipoles l < 100. To do better, and hence increase the lever-arm with which to constrain dark-sector physics, one must use polarization data. Planck is too noisy for polarization to add much, but with COrE it improves the reconstruction greatly; see Fig. 4. Most of the information comes from the E-B correlations and the reconstructed deflection power should be cosmic-variance limited to l ≈ 500, roughly a 25-fold increase in the number of reconstructed modes with S/N > 1. Significantly, COrE can mine all of the information in the deflection power spectrum where linear theory is reliable. 1.3.2 Neutrino masses as a unique probe of physics beyond the Standard Model While the Standard Model as first proposed implies that there are three exactly massless chiral neutrinos, an abundance of evidence for flavor oscillations now exists that requires neutrinos to have mass. Exploration of the neutrino sector therefore provides truly telling clues on how the Standard Model should be extended. The most recent data compilations indicate squared mass differences between the three mass eigenstates of ∆m212 = (7.59 ± 0.20) × 10−5 eV2 and ∆m231 = ±(2.43 ± 0.13) × 10−3 eV2 (1σ errors). However, oscillation experiments do not probe the absolute mass scale of the neutrinos. Taking the charged leptons and quarks as a guide, we might expect the neutrino masses to be in one of two possible hierarchies: a normal hierarchy with m1 , m2 m3 and a total mass close to 0.058 eV; or an inverted hierarchy with m3 m1 , m2 and total mass 0.1 eV. However, one should be mindful that neutrinos could well be degenerate with m1 ∼ m2 ∼ m3 0.05 eV. While laboratory β-decay experiments can probe effective masses, the target values for hierarchical masses are well below the detection limit of current and future experiments. Cosmology, however, provides an alternative probe of absolute neutrino masses. Mass splittings from oscillation data imply that at least two mass eigenstates are non-relativistic today. These impede the growth of density perturbations on small scales and the resulting mass-dependent suppression of the matter power spectrum can be measured with CMB lensing even for masses close to the hierarchical targets. We illustrate 8 Figure 5: Simulated deflection power spectrum from COrE assuming an inverted hierarchy of neutrino masses with the minimum total mass allowed by oscillation data (m1 ≈ m2 = 0.05 eV and m3 = 0 eV). In the upper panel, the solid lines are the theory power spectrum for this scenario (lower) and for three massless neutrinos (upper). The difference between these spectra is plotted in the lower panel illustrating how COrE can distinguish these scenarios from Cldd in the range l > 200. the capabilities of COrE to distinguish the minimal-mass inverted hierarchy from a model with three massless neutrinos via its reconstruction of the lensing deflection field in Fig. 5. If all other parameters were known, lensing with COrE could constrain the summed neutrino mass to 0.012 eV (1σ). However this ignores the issue of uncertainties in the other parameters. While future distance-indicator measurements may help, to be conservative here we consider only constraints from COrE alone in a joint analysis of the unlensed temperature and E-mode polarization and the reconstructed deflection field. In our MCMC simulations, we vary the standard seven parameters of flat wCDM models plus neutrino-mass parameters for three cases. First we consider a minimal-mass normal hierarchy and use an oscillation prior (ignoring the errors in the squared-mass differences) to fix m2 and m3 in terms of the lightest mass m1 which we allow to vary. Second we assume a minimal-mass inverted hierarchy and vary m3 . Finally we assume degenerate neutrinos and vary the total mass about a model with massless neutrinos. We summarize our results as follows. • If neutrinos have hierarchical masses, COrE will bound the lightest mass to m1 < 0.034 eV (normal) and m3 < 0.045 eV (inverted) at 95% confidence. • The minimal-mass inverted hierarchy could be distinguished from a scenario with three massless neutrinos at the 3σ level. • If neutrino masses are degenerate, COrE will measure the total mass to 0.03 eV (1σ error). For comparison, the error expected from the Planck nominal mission (including lensing) is 0.10 eV. Current constraints on neutrino masses from cosmology are rather model dependent and the tightest constraints come from combining multiple datasets (e.g. CMB and large-scale structure data). The 95% limits on the total mass are in the range 0.3–2 eV. In models in which w 6= −1, CMB and large-scale structure data indicate an upper limit at the 1 eV level. Our forecasted constraints from COrE are for a single homogeneous dataset and are much less model dependent than with current data since the full shape information in the deflection power spectrum is accessible. For example, Smith et al. show Pthat for a CMB lensing experiment comparable to COrE , there are no significant degeneracies between ν mν , w and the spatial curvature. Our constraints from COrE are comparable to forecasts for tomographic studies with future galaxy lensing surveys (assuming a Planck prior), for example LSST or Euclid, but with quite different systematics. 9 1.4 Challenging the cosmology paradigm: ancillary cosmological science 1.4.1 Parameters Even though the main design driver of COrE is to provide ultrasensitive measurements of the CMB polarization in order to detect tensor modes from inflation, the improvement in the E polarization power spectrum and the T power spectrum at large multipole number ` will as a by-product improve the determination of the cosmological parameters typically by a factor 2–3 and thus reduce the allowed volume in parameter space even more significantly. COrE will tell us whether the simple models that today fit so well will continue to agree with the data or be ruled out. COrE will also constrain more general models such as those with isocurvature modes, non-standard helium fraction, extra relativistic species, etc. In particular, the constraints on nS and τ will improve by approximately a factor of two. 1.4.2 Reionization history of the universe Reionization after the dark ages comes from hard radiation emitted by the very first structures formed in the high-redshift Universe, either by very massive stars or by quasars. The current model-independent uncertainty on the optical depth, τ , from WMAP is δτ ∼ 0.015. While one expects Planck to find a definitive constraint on τ , a detailed characterization of the ionization history will be lacking. COrE will, through an improved measurement of the E-mode in the ` ∼ 10 − 20 range, pin down the possible evolution histories at high redshift, identifying whether reionization was abrupt, prolonged are underwent various eras. COrE’s arcminute resolution will also allow a detailed characterization of the morphology of reionization, measuring the spatial variations in the ionization fraction. The signal that arises from the interaction of the ionizing regions is expect to peak at ` ∼ 2000. 1.4.3 Primordial magnetic fields Synchrotron emission and Faraday rotation measurements provide increasing evidence that the large scale structures in the Universe, such as galaxies and clusters, are pervaded by magnetic fields which are of order a few micro-Gauss. An open question is whether these fields were seeded in the Early Universe (by fields of a few nano-Gauss that arise in inflation or cosmological phase transitions) or at a later date through astrophysical processes. Either way, they would have sourced CMB anisotropies leading to unique observational signatures. Very large scale, quasi-homogeneous magnetic fields lead to very distinct cross correlations between E and B modes. Smaller scale, stochastic magnetic fields would lead to a characteristic peak in the B-mode power spectrum at ` ∼ 2000. COrE will detect magnetic fields at the sub nano-Gauss level permitting an accurate characterization of their origin and evolution. 1.4.4 Topological defects Topological defects arise generically as the result of spontaneous symmetry breaking, both in condensed matter physics and in theories of physics at high energies relevant in the early universe. It is therefore quite conceivable that defects could have been produced in the early universe, and in fact defects offered a paradigm for structure formation competing with inflation before precision CMB observation showed that defects could account for at most a small part of the matter power spectrum. Nevertheless topological defects such as cosmic strings or textures can be formed at the end of hybrid inflation and have observable consequences. They would contribute with similar amplitudes to all scalar, vector and tensor components of E- and B-mode CMB polarization anisotropies. Their main distinguishing feature would be a reionization bump at low ` and a white noise power spectrum rising to a peak somewhere between ` = 500 and 1000. The amplitude of CMB anisotropies from defects is of order Gµ ∼ (η/MP )2 ∼ 10−6 , for a symmetry breaking transition near the GUT scale, η ∼ 1016 GeV. Present bounds from WMAP-5yr require Gµ/c2 < 7 × 10−7 . COrE, for both strings and textures, for a non-detection would lower the bound to Gµ/c2 < 2 × 10−8 . This would allow us to explore and constrain a wide range of particle physics theories near the GUT scale. 1.5 1.5.1 The galactic interstellar medium The Galactic magnetic field The energy density in the magnetic field in the Milky Way is comparable to energy densities in cosmic rays and in turbulent gas, indicating that these three components are in continuous interaction and providing feedback to each other. The magnetic field is key to interstellar medium (ISM) energetics, star formation and galaxy evolution, but its actual role remains quantitatively debated due to the paucity of data on the field structure and its correlation with the gas dynamics. Dust and synchrotron radiation from the Galaxy give the dominant contributions to the microwave sky polarization. The two emissions provide complementary perspectives on the magnetic field structure. Synchrotron radiation traces the field over the whole volume of the Galaxy, while dust polarization traces the field within interstellar clouds. COrE will produce the first all-sky maps of these two complementary tracers of the field, and so constrain its orientation and strength with the resolution and sensitivity needed to bring a complete picture of Galactic magnetism. This perspective holds promises of exciting steps forward in our 10 understanding of an elusive, but dynamically important, component of galaxies. We outline here three prime questions we will be able to address with the COrE survey in a unique way. What is the impact of the magnetic field on the interstellar medium energetics? Synchrotron emission is a prime tracer of galactic magnetic fields. The synchrotron intensity allows estimation of the total magnetic field strength, while its polarization fraction gives information about the ratio of ordered to total field. The COrE data will be an eminent complement to upcoming Faraday tomography measurements at lower frequencies with LOFAR, eVLA, ASKAP, and SKA. At the 45 GHz frequency of COrE, Faraday rotation is negligible and the field orientation is directly related to the emission polarization. Fluctuations in the synchrotron flux in intensity and polarization provide insight into magnetic turbulence. Several characteristic statistical properties are encoded in these data, for example the magnetic energy and helicity spectra, as well as the spectrum of the magnetic tension force. The accuracy of the COrE information will thus provide a unique opportunity to study magneto-hydrodynamical turbulence and dynamo action, which govern magnetic field amplification, in great detail. It will drastically increase the spectral range of accurately probed magneto-hydrodynamical modes. Therefore, the detection potential for relevant plasma physical processes and their characteristic scales such as turbulent energy injection and dissipation wil be considerably increased. The interplay between turbulence and magnetic fields is also a key to star formation. Role of the magnetic field in structuring the interstellar matter and on star formation? The COrE survey will provide the combination of sensitivity and angular resolution required to continuously map the Galactic magnetic field within interstellar clouds, over their full extent down to the sub-parsec scales where pre-stellar cores are formed. No other experiment offers such a capability. Planck data will provide much information on the Galactic magnetic field on large scales, but does not have the required sensitivity to map the field across the diffuse interstellar medium. Upcoming balloon-borne experiments such as Polar-BLAST and PILOT do not either have the required sensitivity. Stellar polarization observations will continue to develop, but they are intrinsically limited to a discrete set of sight lines. Ground based telescopes at sub-mm and millimeter wavelengths including ALMA will image at sub-arcminute angular scales a variety of compact sources including pre-stellar condensations, but they cannot map polarization from diffuse emission. Star formation occurs as a result of the action of gravity, which is counteracted by thermal, magnetic and turbulent pressures. In the diffuse interstellar medium, outside star-forming molecular clouds, the kinetic energy from interstellar turbulence and magnetic energy are comparable. Both are much larger than the clouds’ gravitational binding energy and the gas internal energy. For stars to form, gravity must become, locally, the dominant force. This occurs where the turbulence energy has dissipated and matter has condensed without increasing the magnetic field flux in comparable proportions. How and how frequently does this occur? This question is key to our physical understanding of what regulates the efficiency of star formation. Star formation is observed to be an inefficient process. The first scenario proposed to regulate star formation combines long cloud lifetimes and a low star formation efficiency. In this picture, molecular clouds are prevented from collapsing on large scales by turbulent and magnetic pressures, while star formation is locally controlled by the rate at which material can cross field lines through ambipolar diffusion. Observations and numerical simulations are challenging this view. It is increasingly considered, but still debated, that the bottle-neck of star formation is the formation of magnetically supercritical condensations where magnetic pressure is too weak to balance gravity. Once they are formed these condensations rapidly collapse to form stars. Star formation would be generally inefficient, because only a small fraction of the matter reaches this stage within the cloud lifetimes. Within this second paradigm, molecular clouds are transient, dynamically evolving gas concentrations produced by compressive motions out of diffuse interstellar matter. This stresses the importance of the COrE survey to understand how the interplay between turbulence and magnetic field sets the initial conditions of star formation within the diffuse interstellar medium. Impact of the magnetic field on the large-scale structure and evolution of the Galaxy? COrE is also expected to provide new important clues to the effects of the Galactic magnetic field at larger scales. We know that the magnetic field helps to support the interstellar gas against its own weight in the Galactic gravitational potential and that it confines cosmic rays to the Galactic disk. In this manner, both the magnetic field and cosmic rays partake in the overall hydrostatic balance of the interstellar medium, causing the gaseous disk to become much thicker. In turn, the thickening of the disk tends to make it unstable to the Parker instability (a type of magnetic Rayleigh-Taylor instability). When this instability develops, magnetic field lines ripple, and the interstellar gas slides down along them toward the magnetic troughs, where it accumulates. The whole process, it has been suggested, could give birth to new molecular cloud complexes and ultimately trigger star formation. The magnetic field is also believed to play an important role in disk-halo interactions, although the exact mechanisms involved are still poorly understood. A priori, one expects the magnetic field to impede mass exchange between the disk and the halo. For instance, the magnetic field tends to contain super-bubbles and prevent them from venting gas into the halo. On the other hand, it has been suggested that the magnetic field might stabilize in-falling clouds and enable them to reach the disk without being disrupted by their dynamical interaction with the hot halo gas. To test these different ideas, it is crucial to gain a better observational knowledge of the Galactic magnetic field, particularly in the halo. Similarly, a better knowledge of the Galactic magnetic field, both in the disk and in the halo, will make it possible to place stronger constraints on the existing dynamo scenarios. 11 Figure 6: The COrE data will allow us to map the turbulent component of the Galactic magnetic field, and thereby to characterize the role it plays in shaping the diffuse Interstellar medium, and regulating star formation. The interstellar medium filamentary structure is illustrated here with HI spectroscopic observations obtained with the Dominion Radio Astrophysical Observatory. The three images correspond to three different velocity channels of one 4◦ × 4◦ field (data from the Planck Deep Field HI survey, PI Peter Martin). 1.5.2 The polarization properties of interstellar dust The unique combination of spectral and spatial information provided by the COrE survey will open a new dimension to our understanding of dust, its nature and evolution within interstellar space. Understanding interstellar dust evolution is a major challenge in astrophysics underlying key physical and chemical processes in interstellar space. The Galactic interstellar medium is dusty. Large dust grains (size > 10 nm) dominate the dust mass. Within the diffuse interstellar medium, they are cold (∼ 10 − 20 K) and emit at far-IR to millimeter wavelengths. Dipolar emission from small carbon dust particles is a main emission component, often referred to as the anomalous microwave emission. Both dust components are relevant to CORE observations. Interstellar dust is not star dust. Behind this statement lies the idea that the composition of interstellar dust reflects the action of interstellar processes, which contribute to break and re-build grains over timescales much shorter than the injection timescale by stellar ejecta. While there is wide consensus on this conclusion, the processes that drive dust evolution in space are still poorly understood. The polarization of dust emission is related to grain properties (size, shape and magnetic susceptibility) and the efficiency of grain alignment, both of which depend on local physical conditions (gas density, radiation field). The physics of dust evolution raises several questions that we need to answer in order to characterize the spectral dependence of dust polarization and achieve the required accuracy in component separation for B-mode detection. Which dust components are polarized? How to account for grain alignment, and what is its dependence on local physical conditions? This last question is also key to understand dust polarization as a tracer of the magnetic field structure within interstellar matter. The wide spectral coverage and the large number of spectral bands are unique assets of the CORE project to answer these questions. 1.5.3 The Galactic Center Non thermal emission in the galactic center The center of the Milky Way is the locus of high energy processes and a source of high energy cosmic rays which interact with the local magnetic field as well as with local clouds of interstellar matter. The polarization measurements of the plasma produced and diffusing from the Galactic Center (GC) region can set crucial constraints on the nature of this non-thermal emission in the GC region, on the largescale structure of the magnetic field stretched along the out-flowing regions (thought to have an intensity ∼ 50 − 500 µG), on the sources of cosmic rays (likely SNRs), on the properties of the diffusive transport (and on its effective time-scales, in comparison with the advective ones), and on the relative importance of hadronic and leptonic processes for the production and acceleration of non-thermal particles in the GC region. Evidence for dark matter annihilation? Dark Matter (DM) particle (χ) annihilation followed by secondary particle diffusion in the magnetic field of the Galactic Center (GC) region could produce detectable γ-ray emission (by χχ → π 0 → γ + γ) together with a diffuse halo (so called “haze”) of synchrotron and inverse Compton scattering of background photons by energetic electrons (produced by χχ → X + π ± → X + e± ). The intensity, spatial extension 12 and spectrum of this emission would depend on the specific details of the DM particles composition and annihilation cross-section, as well as on the Galactic magnetic field establishing the diffusion properties of the secondary particles produced in DM annihilation. The existence of an anomalous microwave “haze” in the WMAP data, coinciding with gamma-ray bubbles observed by Fermi-LAT, centered around the GC has been largely debated. The interpretation is still controversial: whereas emission from DM secondary particles has been originally invoked to explain the anomalous WMAP microwave“haze”, this interpretation is at variance with an astrophysical scenario, where the putative “haze” would be associated with star formation in the GC region, producing a fast wind with substantial quantities of cosmic-ray ions that diffuse out to large angular scales on the sky. A wide-frequency and high-sensitivity polarization survey of the GC region with COrE will provide an unprecedented view of the GC region, and may lead to the discovery of an unambiguous microwave “haze” associated with DM annihilation. Polarization is a key to disentangle among possible interpretations: while strong polarization features (on both synchrotron and inverse Compton emission) are expected in a scenario of SNe driven outflows and winds, a DM-produced microwave “haze” is expected to have quite low polarization, because the secondary electrons are produced in-situ along the DM density profile of the Galaxy, and are subject to a smooth and rather isotropic spatial diffusion in the GC magnetic field. 1.6 Characterizing extragalactic sources Figure 7: Expected integral counts, as a function of the polarized flux, of radio sources and of different populations of dusty star-forming galaxies, at 105 and 555 GHz. Measurements of the polarization properties of radio sources at mm and sub-mm wavelengths provide important insights into the physical properties (and in particular into the structure of magnetic fields) of the innermost compact regions of relativistic jets in AGNs. These measurements will be also essential to assess the point sources contamination of CMB polarization maps. In fact, at high Galactic latitudes, radio sources ◦ are expected to be the main contaminant on scales < ∼0.5 up to frequencies of a few hundred GHz. The only blind polarization surveys presently available are those produced by WMAP. 22 objects have detected in polarization in at least one WMAP channel, five of which, however, are doubtful. Planck can double the number of detections, but the sample will still be too limited for a meaningful study of polarization properties of the various radio source populations. Ground based studies of high-frequency polarization properties of radio sources have been carried out by following-up samples drawn from surveys in total intensity. In spite of recent efforts, polarimetric data at mm wavelengths are limited, and essentially non-existent at sub-mm wavelengths. The most extensive polarization information on complete samples selected at high radio frequencies was obtained at ' 20 GHz. Radio sources are found to be significantly polarized (up to > ∼30%, although the median polarization degree is approximately 3%). Polarized emission in giant radio galaxies is an exceptional tool to understand the origin of relativistic particles, the ultra high-E cosmic rays, and magnetic fields. In regions of the RG lobes where shocks are strongest, the inflation of the lobe is likely accelerating particles to very high energies, producing also quite flatter synchrotron spectra, and relatively high-polarization (20-40%) degrees that could be observed with COrE in many nearby objects. In addition, Inverse Compton scattering of CMB photons in giant radiogalaxy lobes produce an SZ effect. whose spectrum (both in intensity and polarization at a level of 10-20 %) is best observed at high frequencies. Very little is known about the polarization of dusty galaxies, that dominate the counts in total intensity above ' 100–200 GHz, but there are indications that it is probably ≤ 1% . The spectacular sensitivity of COrE will allow us to obtain the first large sample of sources blindly selected in polarization. Source confusion is far less of a problem in polarization than in total intensity. Adopting an average polarization degree of 3% for radio sources and of 1% for dusty star-forming galaxies, we find that the confusion noise is always sub-dominant and becomes negligible above 100 GHz, at least in 13 Figure 8: H-ATLAS 350µm SDP field (14.4 deg2 ) smoothed to COrE resolution. Among the brightest sources there are five strongly lensed high redshift (z ∼ 2–3) dusty galaxies, all potentially detectable by COrE . COrE will select such extremely interesting sources over most of the whole sky. high Galactic latitude regions where polarized diffuse emissions are low, and provided that the CMB can be efficiently removed. As illustrated by Fig. 7, at 105 GHz we expect to detect the polarized flux of ' 320 radio sources per 2 2 )1/2 ' 3 mJy. At higher frequencies also the polarized sr above the 5σ detection limit Slim = 5(σnoise + σconf dust emission from dusty star-forming galaxies should be detectable. Under the above assumptions for the mean polarization degree, we have ' 12 radio sources and ' 5 normal spiral galaxies per sr with polarized flux larger than the 5σ detection limit of ' 32.5 mJy at 555 GHz. At 795 GHz the 5σ detection limit is ' 48.5 mJy and the expected numbers of detections per sr are of ' 6 radio sources and of ' 16 dusty galaxies. 1.6.1 CORE and non-polarized point sources In total intensity COrE will be so sensitive that that it will reach the source confusion limit. We can use galaxy counts from large area Herschel surveys at COrE wavelengths to determine its confusion limits. For a beam FWHM of 1.30 at 795 GHz and of 1.90 at 555 GHz, we find 5σ detection limits of ' 96 mJy and of 89 mJy respectively, if we take into account only the Poisson fluctuations. If we allow for the effect of clustering the 5σ confusion limits increase to 119 mJy and to 127 mJy at 795 and 555 GHz, respectively. Surveys of small areas of the sky are already available at 350µm (857 GHz) with somewhat better angular resolution and depth from Herschel . In Fig. 8 we show the 4◦ × 4◦ region surveyed by H-ATLAS, smoothed to the 1.3 arcmin FHWM beam of COrE at 795 GHz. Amongst the brightest objects in this H-ATLAS image are five strongly lensed background galaxies lying at z ∼ 2–3, which can easily be identified by their red far-IR color and absence from radio surveys. COrE will be able to use its highest frequency channels to provide a similar selection of high redshift lensed far-IR sources, but this will be possible over not the limited areas covered with Herschel , but over most of the sky. We estimate that COrE will be able to detect at 795 GHz ' 1.3 × 104 strongly lensed high-z dusty galaxies above |b| ∼ 20◦ , where Galactic confusion should be of relatively minor importance. In addition, it will detect, at the same frequency, ' 4 × 104 normal and starburst galaxies and ' 540 unlensed high-z proto-spheroidal galaxies. 1.6.2 The Sunyaev Zel’dovich effect in galaxy clusters Comptonization of CMB photons by electrons in the intra-cluster plasma (the Sunyaev-Zel’dovich effect SZE) is a powerful probe of the energetics, spectra and stratification of the electron distribution in clusters. Due to its redshift-independent nature, the SZE is also a powerful cosmological probe. Precise observations of the SZE over a wide ν range are crucial to unveil the structure of cluster atmospheres because the high-ν (ν ≥ 350 GHz) part of the SZE spectrum is more sensitive to the relativistic effects of the electron distribution. SZE observations in the millimeter range are becoming available with the advent of HERSCHEL-Spire (in the ∼ 600 − 1200 GHz range) and PLANCK-HFI (in the ∼ 100 − 850 GHz range). However, HERSCHEL lacks a spectral coverage in the low-ν part of the SZE spectrum that is important for an unbiased determination of the main cluster parameters (density, temperature and peculiar velocity), while PLANCK-HFI suffers from 14 a limited sensitivity and spatial resolution in order to determine and resolve the cluster parameters for the majority of medium- and small-mass systems. COrE will provide a substantial improvement in the study of the SZE in galaxy clusters: i) it will provide a full coverage of the SZE spectrum with a sensitivity that allows a systematic study of the thermal, multitemperature and non-thermal properties of many galaxy clusters; ii) it will provide a spatially-resolved spectral study of many nearby clusters especially at high-ν where the relativistic effects of single- and multitemperature, or supra-thermal, plasma are relevant; iii) it will provide relevant constraints on the polarization of the thermal SZE in many nearby, hot clusters; iv) it will provide a more detailed description of the mm. point-like source contamination for the determination of the spectral and spatial properties of the cluster SZE (and of its polarization) especially in the frequency range probed by COrE. 2 2.1 From science requirements to mission design Sensitivity The primary science goal of COrE is to investigate the physics at work in the early universe, and to test extensively the standard cosmological model through high precision mapping of the CMB temperature and polarization anisotropies. Just as with previous CMB missions, this requires the sensitive measurement of sky emission in the millimeter wave domain where CMB emission is the strongest. It also requires additional channels to constrain and understand all astrophysical emissions which contribute to the total sky emission. The level of polarization of CMB B modes from gravitational lensing, which is both an important scientific objective and an ultimate limitation for measuring primordial tensor B modes, is the main driver for the sensitivity of COrE. It sets the requirement that the COrE mission should measure sky polarization with a sensitivity better than 5µK·arcmin in a set of frequency channels at the maximum level of CMB emission relative to foregrounds. The baseline COrE design includes six frequency channels between 75 and 225 GHz with each a sensitivity better than this requirement. Not only this allows for the target sensitivity, but it also provides the redundancy to check that measured fluctuations indeed have the expected color of CMB fluctuations. 2.2 Frequency bands COrE is also designed as a comprehensive explorer of all astrophysical emissions in a broad frequency range from 40 to 800 GHz. For each pixel of the sky, it is essential that the number of independent measurements be sufficient to constrain all parameters of all the relevant emissions. For significantly polarized emissions, synchrotron is represented with 2 or 3 parameters (amplitude, spectral index, and running due to the aging of the relativistic electrons), CMB with 1 parameter (temperature), and thermal dust is usually fit with 3 to 6 parameters (amplitude, spectral index, and temperature for one or two greybodies). The total of 6-10 parameters requires at least as many frequency channels for a meaningful fit. When dealing with intensity maps, the spectral coverage must also allow for fitting unpolarized emissions: free-free, spinning dust, thermal Sunyaev Zel’dovich effect, and molecular lines, with one or more parameter for each. Contrarily to the polarization case however, for which external data sets are essentially non-existent at the required sensitivity level, Hα maps, H2 maps, X-ray observations, and optical surveys are available as tracers of total emission, and can help interpreting observations in total intensity. Hence, we require a conservative four to five additional parameters for adequate frequency coverage in temperature, for a total of ten to fifteen parameters to fit unpolarized emission. In order to secure the capability to measure as many parameters as may be required to fit and interpret the data, we require the COrE instrument to observe the sky in 15 different frequency bands. This is also useful to avoid using the CMB sensitive channels as foreground monitors in polarization. This broad spectral coverage is important not only for addressing all the science objectives of COrE, but also, as discussed below, to guarantee the effectiveness of component separation for the prime CMB scientific objectives. This coverage is a strength of the design of COrE as compared to previous CMB polarization experiments, proposed or in operation. 2.3 Angular resolution The observation of the primordial tensor CMB B-mode spectrum requires only modest resolution, of order 1◦ on the sky, significantly lower than already achieved by WMAP and Planck. CMB lensing, however, generates deflections of order 2.7 arcminutes. An accurate measurement of such deflections calls, for adequate sampling of the deflection field, for resolution of the same order of magnitude, although the lensing can be measured at the power spectrum level even at a lower resolution. For galactic science, the high resolution mapping of the galactic magnetic field in star-forming regions is the key for understanding the interplay between turbulence and magnetic field, which leads to the formation of pre-stellar condensations. A resolution of order 1 arcminute is adequate to complement what can be done 15 from the ground with ALMA and single dish sub-mm telescopes, which will provide polarization imaging at sub-arcminute angular scales of a variety of compact sources including pre-stellar condensations. As a last constraint, we note that galactic and extragalactic point sources can be a significant contaminant for the measurement of CMB B modes, should the tensor-to-scalar ratio be low. As each point source has its own emission SED, this contamination cannot be effectively removed using multi-frequency observations unless the sources can be singled out in the maps in the best possible way. This calls for the best possible angular resolution, which sets the lower limit on the flux limit of detectable point sources. A limiting constraint for the COrE resolution, however, is set by the diffraction limit due to the size of the telescope (set in turn by the size of the fairing for a space mission). We thus require the highest possible resolution available from space, and demonstrate, as discussed in the science section, that it is adequate for achieving the main science objectives of COrE. 2.4 Control of systematics A rigorous control of systematic effects is an essential requirement for any experiment aiming to measure CMB polarization. Systematic effects are essentially of two kinds. Additive errors (such as glitches due to cosmic ray impacts stray signals due to temperature drifts of the payload, low frequency noise), and multiplicative errors (errors on the instrumental response, such as inaccurate beam shapes, unknown cross polarization leakage, sidelobes in the optical response, gain drifts). This require both a very careful design of the instrument to minimize such systematics, but also the capability to measure instrument imperfections in flight. Extensive simulation work of systematic effects impact on the measurement of polarization has been done in the context of Planck and for the EPIC project in the US, setting constraints on gain mismatch and beam symmetry, which are taken into account in the COrE instrument design. In addition, we require the COrE mission to provide four layers of redundancy: at the band level, with six different CMB–sensitive frequency channels; at the detector level, with many different detectors re-observing the same sky within different time periods; at the scanning strategy level, with a well connected coverage of the sky thanks to a well-designed scanning strategy; finally, we require a polarization modulation which provides high coverage of polarization angles per line of sight, while keeping the telescope attitude fixed w.r.t. the sky and therefore rejecting, whatever their level systematics fixed w.r.t. the spacecraft. 2.5 Component separation In the tour of the microwave sky in the bands covered by COrE, we described how the observed emission in a particular frequency channel is the linear superposition of several components arising from distinct physical processes. The various diffuse components identified—mainly emissions from the galactic ISM and the primordial CMB—have differing frequency dependences. This feature allows for their separation, which is a prerequisite for all the science described in the preceding sections. Since the COBE detection, the development and application of component separation methods have been a very active area of CMB research, and many methods have been successfully applied to temperature component separation, both on real data and simulation for validation. In fact, until now foregrounds have been much feared but have turned out to be less of a problem than anticipated, at least for the measurement of the temperature power spectrum. In practice, many methods have been developed and optimized. At their core, these methods derive from a number of simple ideas, including: • masking the brightest point sources and modelling the residuals; • cutting out the galaxy, less so for small wavenumbers and more aggressively for larger wavenumbers; • extrapolating the frequency dependence of foreground components using physically motivated frequency templates and templates obtained from correlation studies; • using ‘blind’ methods to let the data express its natural decomposition into components based on the hypothesis of statistical independence. For polarization studies, a much higher degree of cleaning through component separation will be required because for the B modes the polarized foregrounds outshine the targeted signal at all frequencies by about two orders of magnitude or more (see Fig. 9). To study the COrE capabilities, several independent foreground removal simulations were carried out. Fig. 9 shows the outcome of one of these simulations for r = T /S = 10−3 , based on the classical Internal Linear Combination technique, performed on simulated multi-frequency maps with foregrounds modeled using the Planck Sky Model, with noise levels according to design COrE sensitivities per frequency channel. As can be seen from the figure, a very simple blind component separation method is adequate to measure the primordial B mode spectrum for r = 10−3 . This simple exercise is just the outcome of one of many polarized component separation exercises made for the preparation of a future space mission. Additional methodshave been developed among the proposers of the COrE mission. One of such methods, also tested specifically for the COrE design, relies on a two step analysis. In a “model learning” phase, a linear model is matched to the data using the CCA blind component separation method in harmonic space. Then, a “source reconstruction” phase extracts components 16 by inverting the linear system using a generalized Least Square solution in pixel space. The linearity of the process allows for estimating foreground residual and noise errors by filtering separately a foreground-only dataset and a noise-only dataset. This method results in errors forecasts in agreement with those obtained in figure 9. More technical details about the component separation for COrE can be found on the website : www.coremission.org/proposal/foregrounds. Figure 9: Component separation exercise for B mode detection assuming (T /S) = 10−3 . The solid black curve shows the predicted blackbody B mode power spectrum, which is a combination of the tensor B modes (black curve) and a gravitational lensing background (not shown) making primordial E modes appear as B modes in part. The upper solid blue curve shows the contribution of diffuse galactic emission in one of the “cleaner” channels (here 105 GHz). The red curve indicates the instrument noise that would be obtained combining five CMB channels, an the light blue curve indicates contamination by point sources after the brightest ones (S > 100 mJy at 20GHz and S > 500 mJy at 100 microns) have been cut out. The purple data points indicate the recovered raw primordial spectrum measurements, as compared to the theoretical spectrum (purple line). The black points result after the gravitational lensing contribution has been removed, leaving only the recovered tensor contribution. Here a galactic cut with a conservative fsky ' 0.50 has been used. 2.6 Why space? Balloon experiments such as EBEX and SPIDER along with ground-based telescopes such as PolarBear and SPT1 ), with thousands of detectors in one or two frequency bands and sufficiently long integration time, are just now reaching levels of instantaneous sensitivity to achieve white-noise levels of 3µK per arcminute at a single frequency, arguably sufficient to reach r ' 0.05 in the absence of contaminating systematics, with angular resolutions varying from ten arcmin to one degree. These experiments have already shown us the technical feasibility of measuring the CMB with thousands of detectors. However, the full science goals that we have outlined above require a yet higher sensitivity to cosmological and astrophysical polarization over a wider range of angular scales and frequencies. To achieve this in practice further requires control of systematics at a level that cannot be achieved in suborbital experiments. A satellite experiment like COrE is therefore a necessary next step. It will observe the full sky, have multiple bands over more than a decade of frequency, and take data for very long integration times in the very quiet environment of the L2 Lagrange point of the Sun-Earth system. 2.6.1 Full sky coverage COrE ’s science goals are best achieved with high sensitivity over the full sky. This will enable measurement of the reionization signal in polarization, crucial for confirmation of the last-scattering B-mode signal at 1 for an up-to-date list of suborbital experiments, see http://lambda.gsfc.nasa.gov/product/suborbit/su experiments.cfm 17 medium scale. Moreover, it will build up sufficient signal-to-noise on the non-Gaussian signal, constrained by the number of independent triples (or quadruples, etc.) available. This will be crucial if we want to go beyond detection of fNL to detailed non-Gaussian models of the higher-order moments as discussed above. Situated between the strongly-radiating ground and Sun, suborbital experiments are highly constrained in the amount of sky that they can observe as well as the way that they can observe it. They must scan at constant elevation to avoid rapidly-changing ground pickup while simultaneously avoiding the Sun. Hence these experiments can typically observe a maximum of a few thousand square degrees with only mild crosslinking of different scans, with details strongly dependent upon the location of the experiment. 2.6.2 Avoiding the atmosphere The atmosphere allows observation in just a few atmospheric windows, incompatible with the wide frequency coverage required to fulfill the scientific objectives of COrE. If only for this reason, COrE must be a space mission. Even for less ambitious science goals, the atmosphere turns out to be a severe problem for polarized CMB observations from the ground. The atmosphere indeed is a strong source of microwave emission. Although it is largely unpolarized, it adds to the photon shot noise, reducing detector sensitivity and hence making necessary longer integration times. Moreover, Zeeman splitting due to the Earth’s magnetic field leads to both linear and circular polarization. The linear polarization may be small (≈ 10nK), but the circular polarization is much larger (≈ 102 µK), and great care must be taken to avoid conversion into linear polarization within the instrument. Another effect leading to significant polarization is the back-scattering of thermal radiation from the hot ground by the atmosphere. This results primarily from large ice crystals (i.e., 100 – 1000 µm) in high-altitude clouds, often optically thin (along with a smaller effect from molecular scattering). Simulations demonstrate that at both the South Pole and in the Atacama desert such polarized emission will likely swamp the B mode signal from primordial tensor modes. 2.6.3 Benign environment (especially L2) Even with highly-constrained constant-elevation scans, suborbital experiments would need to reject far sidelobes from the 250 K × 2π sr ground at a level of roughly 10−10 to remain below the desired noise on large angular scales. From a distant point in space such as L2, the Earth will instead subtend an angle of only 0.5◦ , reducing its emission by a factor 105 . Moreover, at L2 the Earth, like the Sun, can be more easily shielded, limiting the emission from both to diffraction around (and temperature variations within) the shielding. These same considerations apply to temporal variations in the ambient temperature, which can be up to several degrees per day on Earth at mid-latitudes, compared to the nearly completely stable environment in space. For COrE , any change in thermal loading is due to the behavior of the cooler itself and can be strictly controlled and monitored, as well as kept to specific times during the mission. One potential worry in deep space is the increased flux of cosmic rays. The rates at L2 for high-sensitivity bolometers have been measured by Planck-HFI, and, while not negligible, have not prevented Planck from reaching (and, indeed, surpassing) its sensitivity goal. Hence, the achieved Planck detector sensitivity gives the proper guideline for COrE , multiplied by the vast increase in detector numbers. We are thus very confident that any extra noise induced by cosmic rays will not challenge the COrE sensitivity goal. The L2 environment also allows much longer integration times than can be achieved from balloons (with an Ultra-Long Duration limit of roughly 40 days at present) and a higher duty cycle than ground-based experiments. Only from space can an experiment like COrE achieve its simultaneous goals of full-sky measurements of astrophysical polarization over a decade in frequency and an angular resolution of 6 arcmin, and µK · arcmin sensitivity coupled with thermal stability and 10−5 sidelobe rejection. 3 Mission profile proposed to achieve these objectives To achieve the science objectives, a polarization surveyor with full sky coverage in 15 bands with an angular resolution of the order of few arc minutes and an integrated sensitivity of 1 µK · arcmin is proposed. The nominal mission duration is 4 years. 3.1 Launcher requirements. The rejection of parasitic signals from the side lobes pick-up of the Moon, Earth and Sun emissions, together with the need of a full sky coverage, lead to the choice of an L2 orbit for Planck . The same applies to COrE . A Soyuz launcher that would take off from Kourou offers the best fare compatible with instrument requirements. In fig. 10, we present the accommodation of COrE inside the fairing of a dual-payload type-S bay. 18 Figure 10: Fairing accommodation of COrE . 3.2 Orbit requirements. An 500, 000/800, 000 km orbit around L2, similar to Herschel , has been selected, to save payload mass, taking advantage of the lower ∆v necessary with respect to the Planck orbit (100ms−1 instead of 400ms−1 ), reducing the need to a single tank of 128kg of hydrazine instead of three. This is made possible thanks to an improved “shadow cone” of the sunshield + V-grooves. The mission will last at least 4 years, requiring periodic orbit maintenance. This long lifetime is achieved with the use of a cryogenic system free of consumables (see § 4.3.7). The transfer from Earth to L2 would last 2 to 4 months. The calibration and performance verification phase will last 2 months. To achieve optimal sky coverage and redundancy (both in terms of hits per pixel and angular coverage), COrE will scan the sky as described in § 6.1 3.3 Ground segment requirements The payload will host a single, very homogeneous survey instrument. The mission concept is thus very simple in terms of operations and Ground Segment. The most important operational constraint is the stability of the system for as long as possible during the mission. The pointing strategy will be defined well in advance and the Mission Operation Control will operate the spacecraft according to the pointing law, ensuring respect of the constraints. Every day the instrument will simply survey the sky for 24 hours according to the predefined program, spinning at 0.5 rpm and producing a raw data-rate around 18 Mbit/s; we know from Planck that this can be compressed to 4.5 Mbit/s for transmission. The data will be stored on-board and will be dumped to the Earth via a high-gain antenna aligned to the spin axis for about 2 hours per day in the Ka band, during which the spin axis will be directed to the Earth. The instrument will continue its survey during the downlink. Ability to transmit more data or for longer duration will be limited to a short calibration and performance verification phase before starting the survey, once cold and around the L2 orbit. The high redundancy given by the nutation/precession scanning strategy will be the most powerful tool to deal with any data discontinuities and downlink problems without the requirements of fast reaction to events, as in the case of Planck . So the number of operations and procedures will be very limited after the end of the calibration and performance verification phase. 3.4 Special requirements This is a cold payload (∼ 30K for the telescope, ∼ 0.1K for the focal plane), which should be kept in the shadow of the solar panels and V-grooves for the whole mission. The satellite is a re-orientable slow spinner, < 20◦ from the anti-sun direction, basically pointing the earth to ease whose spin axis will be at all times at ∼ downlink communications. We also require to be able to change the spin rate (nominally around 0.5 rpm) by ±10% at 6 months time scales, which provides a powerful check for (spin-synchronous) systematic effects. 19 4 4.1 Model payload to achieve the science objectives Overview of the payload Based on the exceptional results from the Planck mission and on its actual performances we are now in a better position to optimize a new satellite design. COrE is an evolutionary concept based heavily on Planck and Herschel missions, plus a generation of ground based projects. The science breakthrough is via the great increase of number of detectors through the use of large arrays of feedhorn coupled dual-polarized detectors divided in 15 spectral bands. Moreover, in comparison to Planck, the incoming polarization is modulated through the use a unique rotating reflective half-wave plate (RHWP) leading to a much greater accuracy in the measurement of the polarization. The instrument (Fig.10) is based on an off-axis reflective telescope able to accept a large focal plane area (Fig.11 left) with limited aberrations and cross-polarization. The RHWP is located at the entrance aperture of the telescope so that the instrumental polarization systematic effects are easier to remove. The incoming radiation then goes through the telescope to be focused onto the horns that are coupled to Ortho-Mode Transducers (OMT) through a circular waveguide. Each branch of the OMTs separating the two linear polarizations is coupled to a detector. The cold optics (feedhorns - OMTs - detectors) is cooled at 100 mK and surrounded by several successive temperature stages. The whole instrument is enclosed in a passively cooled 35 K shield. The telescope mirrors and the RHWP could be at a lower temperature of 30 K. Figure 11: Left: FPU: the highest frequency band (795 GHz) is at the center and the 45 GHz horns at the periphery. Right: Ray-Tracing of the optical system showing the off-axis telescope and the RHWP. Fig.10 shows the instrument inside the Soyuz fairing. 4.2 Description of the measurement technique COrE is devoted to a full sky measurement of anisotropies and polarization of the CMB. The choice of a far-Earth orbit, such as a halo or a quasi-periodic Lissajous orbit around the Sun-Earth Lagrangian point L2, is a mandatory feature for COrE in order to minimize stray light contamination from sidelobe pick-up. Requirements for far-sidelobe rejection are extremely tight for COrE . Because the broad features of the beam pattern at large off-axis angles are essentially the same for all detectors at a given frequency, the required rejection must be calculated against the total sensitivity per frequency channel. Using Planck as a guideline, and assuming a factor of 10 better sensitivity for COrE in an L2 orbit, we need roughly -110dB rejection for Sun contamination, -100dB for the Earth, and -80dB for the Moon. Stringent, highly frequency-dependent rejection requirements will be imposed also by straylight from Galactic diffuse emission on intermediate sidelobes. While challenging, stray light rejection limits for COrE can be achieved with very careful optical design and can be tested with a moderate extrapolation of the state-of-the-art technology developed by ESA for the Planck mission. Furthermore, the excellent thermal stability of the L2 environment is ideal to minimize thermal systematic effects on the instrument. The experiences of both WMAP and Planck have demonstrated exquisite thermal stability for small changes in the solar aspect angle, with very small and slow residual thermal drifts. From the data analysis point of view, we need full sky coverage, to optimize the redundancy per map pixel and the variety of time scales involved in the re-visit of a given pixel in order to reject “naturally” the statistical noise and most common systematics. Also, polarization determination requires a wide variety of measurement angles per pixel. In the first B-Pol proposal, all the polarization modulation efforts were put on the payload motion. This led to a sophisticated (but feasible) scanning strategy and set tight constraints on sun shielding. For COrE , the addition of a HWP modulator relaxes these requirements and allows to 20 Parameter β µ̇ ∆φ α ψEarth φ̇ Table 1: Scan parameter definitions and allowed variation ranges. Definition Range Potential criticalities ◦ telescope axis 65 − 85 > 85◦ : stray light, polarization angle redundancy to spin axis angle < 65◦ : excessive excursion α angle required spin rate 0.1 − 2 rpm < 0.1 rpm : 1/f noise, thermal fluctuations > 2 rpm : bolometer time constant Depointing angle 1−few arcmin < 1: limited redundancy in sky circles > 2: insufficient sky sampling Solar aspect angle 5 − 27.5◦ < 5: coupling with β and full-sky requirement > 27.5: thermal effects, stray lights ◦ Maximum Earth 0 − 15 > 15: TM/TC requirements aspect angle Precession frequency 1-24 weeks polarization angle redundancy, destriping thermal effects assume a scanning strategy à la Planck, with only a precession of the spin axis and possibly some level of nutation. Assuming the COrE spacecraft to be a spinner, the spin rate µ̇ needs to be fast enough to ensure redundancy for minimizing the effect of 1/f noise and thermal fluctuations, and slow enough to be compatible with the bolometer time constants. Based on the Planck experience, we anticipate something of the order of 0.5 rpm, and a step and point approach for the spin axis like in Planck, with similar de-pointing parameters ∆φ of 1 to a few arcmin every few tens of circles and therefore maintain the nearly anti-solar configuration (∆φ/∆t ∼ 1◦ /day). This would yield sufficient redundancy in sky circles and, simultaneously, good sampling of the sky for each single beam up to 220 GHz, i.e. in all the main COrE cosmological channels. At higher frequencies, where the angular resolution is θF W HM < 4 arcmin, adequate sampling would be ensured by proper staggering of the feeds in the focal plane. Tight constraints are imposed on the scanning parameters by thermal and stray light effects, and by telecommunication requirements. The maximum excursion α of the spin axis from anti-Sun direction must be limited within 27.5◦ in order to avoid thermal effects and stray light contamination from the Sun and Moon, and to rule out power-modulation due to asymmetries in the spacecraft or shadowing effects on the solar panels. Also, the angle of the spin-axis to Earth angle must be limited within 20◦ to ensure good visibility of a fixed medium gain antenna for TM/TC activity. While steerable antenna designs are possible, we do not favor their use since they would complicate the design and increase the risk. Depending on the dynamical constraints and attitude control capabilities, modulation of the spin axis can be set either by precession (with the advantage of maintaining a constant solar aspect angle) or with cross-ecliptic excursions at an angle α = 90 − β. The optimal configuration will be determined via simulations that include polarization angle redundancy, de-striping efficiency, and figures of merit for stray light and thermal effects. Table 1 summarizes a possible baseline based on the Planck experience. The use of a three-axis stabilized satellite allows further detailed optimization around that basic concept. For instance, one can imagine to combine the best of the Planck and WMAP scanning, by superimposing a daily nutation, of 20◦ around the anti-Sun direction, bringing the spin axis back in the anti-earth position after 24 hours. This has the effect of distributing the basic ring measurement2 to over a∼ 40◦ annulus, therefore allowing to revisit the same sky pixels at various times over 40 days (constraining systematics of various periods), at the expense of a somewhat uneven sky coverage. This detailed optimization is left to the next stage of the study. In addition to the classical compromise between survey size and sensitivity, COrE has to account for the directivity of polarization. It is both an additional constraint on the system and a lever arm against systematic effects. Polarization is usually described in terms of the Stokes parameters I, Q and U . In COrE we propose to implement a polarization modulator made of a rotating Half-Wave Plate (hereafter RHWP) which modulates simultaneously all the detectors in the focal plane, so that each detector measures m = 0.5(I + Q cos 4α + U sin 4α) + n (1) where n is the noise and α = ωt is the orientation of the RHWP. Each measurement is the linear combination of three independent parameters. Three independent measurements, each at a different angle α, are therefore required (at least) to determine the polarization state. In the absence of a polarization modulator, these measurements would require to rotate the detector. However, that approach mixes beam-shape and detector-related effects with real polarization signals. The introduction of the modulator has simplified very significantly the measurement and scan strategy: the satellite does not need to be rotated, and the sky scan can be very similar to the one used in Planck : the continuous rotation of the RHWP, at a frequency not com2 i.e. the measurements made with a stable pointing allowing revisiting the same pixel by the same detector but with several RHWP orientations. 21 Figure 12: Angular power spectra of the 1/f noise timelines: Previous B-Pol proposal without HWP (left), Planck and continuously rotating HWP at 1Hz (right). mensurate to the spin frequency, provides the required change in α for each re-observation, after each scan, of the same sky pixel. After at least 3 rotation, a ring of fully determined I, Q, U can be obtained, further rotations allowing an improvement in signal-to-noise and a better discrimination against systematics3 . The basic idea behind this modulated measurement, as equation 1 shows, is that polarization is modulated at 4α when the modulator is rotated by α, whereas most systematic effects are fixed in the instrument reference frame. Rotating the modulator with respect to the incoming polarization and providing sufficient angular coverage is therefore analogous to a lock-in detection that selects polarization and cancels out systematic effects. The rotation frequency of the modulator is around 0.1 ÷ 0.5 Hz, slow enough to avoid microphonic effects. Results of detailed simulations of this scan / modulation strategy are summarized in fig. 12. The improvement with respect to the Planck survey (which had not been optimized for polarization measurements) is very significant. For simplicity and illustration purpose, we chose typical Planck parameters (α = 5◦ , β = 85◦ , µ̇ = 1 rpm) with a continuously rotating HWP (1Hz). For these simulations, we took standard white and/or 1/f noise with fknee = 0.1Hz and a N ET = 10µK.sec1/2 . A detailed optimization of scan parameters (angles and precession/nutation frequencies) could be done in a second step. For this work, suffice is to say that the addition of a HWP enables COrE to relax previous constraints on sun-shielding and scanning implementation. In light of these one detector simulations, a continuous rotation of the HWP seems to better reject 1/f noise than a stepped HWP. However, we wish to insist on the fact that (1) the 1/f rejection can be addressed via performant de-striping algorithms such as those developed in the context of Planck; (2) stepping the HWP enables to fine tune the angular coverage and can represent an important technical simplification. 4.3 4.3.1 Instrument conceptual design and key characteristics Optical configuration The specifications needed to achieve scientific goals of the mission and directly relevant to the optical design are the resolution, the edge taper/spillover, the beam ellipticity (requirement< 1%), and the crosspolarization (req.< −30 dB). In order to meet our requirements with high TRL technology and within the dimension and weight budgets of a Soyuz launcher, we have chosen to base the payload on a unique reflective off-axis compact test range telescope configuration (such as for ground-based Clover and QUIET projects) following the Dragone-Mitsugushi condition. Used in conjunction with feedhorn-coupled detectors this design allows for a large focal plane unit (FPU) with limited aberrations necessary to fulfil the scientific requirements. This technology is already rated TRL 9. However, because of the large number of detectors that will be included further development is required (§ 5.1.1). To limit the dimensions of the FPU, the horn apertures need to be small, resulting in a fast optical system. The resulting configuration has a 1.2 m 3 Decomposing the periodic sky signal in Fourier harmonics, one sees that the sky signal is contained in harmonics of the spin frequency with a width all the more narrow than the series of rings is long, therefore offering a better rejection of all systematic effect which are not at those precise harmonics. 22 Figure 13: GRASP beam simulations in the U-V plane for two extreme off-axis pixels: Right 45 GHz, Left 105 GHz. Both give 5% beam ellipticity. Optimization/reduction of the beam ellipticity will happen during the Phase A. projected diameter making use of F2 horns, each having a 3λ aperture diameter. Taking into account an array filling factor of 0.8 and leaving enough spacing for the spectral filtering, the overall FPU diameter is about 40 cm (Fig.11 right). The whole optical system is enclosed in a cavity formed by a shield at 35 K with the RHWP acting as a cold stop. It is expected that the telescope could reach a temperature as low as 30 K with passive cooling (compared to 40 K on Planck). While this first iteration optical concept is already producing good performances, improvement will be needed during a Phase A study. Attention will have to be paid to the beam ellipticity of the edge pixels (about 5% at the moment) which could be improved with a lengthy optimization of the telescope / RHWP designs as well as a re-shaping of the FPU surface (curved instead of the flat surface as assumed so far). Also the possibility of having a colder RHWP will be investigated to reduce the spillover contribution and to limit the effects of its emissivity (§ 4.3.4). 4.3.2 Polarization separation Following the feed horn transmitting the full intensity of the incoming radiation through its circular or square waveguide, the separation of the two linear polarizations is performed with an OMT. The assembly Horn-OMT sets the minimum cross-polarization achievable between the two branches that conduct each polarization to the detector. Waveguide OMTs are the best: return loss and isolation of the order of -20 dB and -50 dB respectively have been already achieved at 100 GHz on a 30% bandwidth, and -40 / -70 dB respectively at 30 GHz. Although further development is underway (§ 5.1.1), this TRL 9 technology is potentially too heavy and, so far, allows similar performances only for frequencies below 150 GHz. Baseline design: for this reason, the use of a lighter planar technology is preferred. For planar OMTs the two polarizations are extracted by microstrip circuit probes and made easily available to the bolometers. A completely symmetric planar OMT can be realized using four probes inside a circular waveguide which are then recombined. Broadband four probe antenna OMTs have been realized and tested in the L-band: within 30% bandwidth the measured return loss and cross-polarization were respectively -20 dB and -40 dB. While this technology could, in principle, be scaled fairly easily for operation at higher frequencies, planar OMTs have been developed for Clover (150/225 GHz) but with lower measured performances. Development is thus required to reach higher performances for frequencies up to 800 GHz. 4.3.3 Detectors and readout electronics In the frequency range of COrE , bolometers cooled to very low temperature (T ≤ 100mK) have currently the best performances for large bandwidth detection. With a careful instrument design, their sensitivity can be limited by the photon noise of the astrophysical source. The understanding of their behavior in space environment has been dramatically improved thanks to the Planck satellite. In order to realize and readout the large number of detectors required, transition edge superconducting bolometers (TESs) are used. Various materials systems can be combined to form the thermal sensor: thin films such as NbSi or bilayer like MoCu. The critical temperature of these sensors has to be matched to the power handling and cooling requirements of the instrument. TESs have been developed extensively for astronomical observations from millimeter through X-ray wavelengths, and have a long history of use. Microstrip-coupled TES technology is the detector baseline for COrE , where thin-film waveguide antennas in the OMT are used to couple radiation from a horn antenna onto the TES through a superconducting microstrip transmission line terminated with a resistor. Their realization will be done on the same wafer as the OMTs using micro fabrication techniques used to develop superconducting bolometer arrays for ground based experiments like QUBIC, SCUBA2 or Clover. 23 Detailed models4 indicate a photon NEP of about 4.10−18 W.Hz −1/2 in all wavebands. A sensitivity requirement for the detectors has been chosen to 70% of the photon noise or 3.10−18 W.Hz −1/2 which increases the total NEP by only 22%. Differential thermal conductances of typically 10pW/K are needed for the TESs themselves to reach the required NEP, where an operating temperature of 100mK has been assumed. These conductances are above the quantum conductance limit even for a structure supporting a number of acoustic modes. Thermal conductance of 0.4pW/K are currently being designed and tested for the SAFARI satellite. The time constant of the detectors should be lower than the time needed to scan a beam not to degrade the angular resolution. The stringent constraint is therefore given by the high frequency channels where the beam size is the smallest. With the proposed design, the required time constant ranges from 10ms to 0.6ms. TESs show a strong electro-thermal feedback which speeds up their effective time response to the sub-ms values required by COrE . The readout system of bolometer arrays requires a multiplexing technique to decrease the thermal loading on the last cryogenic stage but also to simplify the architecture. The COrE design is based on time domain multiplexing using SQUIDs as first amplifier stage. A standard SiGe BiCMOS ASIC cooled to 80K will be used to control the multiplexing sequence and to amplify the signal from the SQUIDs. This technology has been tested in space by NASA during the MISSE-6 mission onboard of the ISS. A multiplexing factor of 24 has been demonstrated with a heat load of 20 mW down to 4 K. Assuming the same power dissipation, we have finalized a new design to readout 128 detectors with one ASIC. The COrE architecture will require 50 of these new ASICs, leading to a power load of about 1 W. Further improvement in terms of power dissipation and multiplexing factor will be achieved during phase A. We are also considering the use of superconductive Kinetic Inductance Detectors (KIDs), new devices operating at 0.1K that promise high-sensitivity, large-format detector arrays. KIDs comprise a superconducting thin-film microwave resonator capacitively coupled to a probe transmission line. By exciting the electrical resonance with a microwave probe signal, the transmission phase of the resonator can be monitored, allowing the deposition of energy or power to be detected. The KIDs read each pixel at a separate frequency. Therefore, only one pair of coax leads is needed to connect several thousand pixels to the read-out electronics simplifying the thermal architecture. These devices have been demonstrated in the laboratory and at the IRAM telescope. Since space-compliant versions are still under development, these detectors are at TRL 4. 4.3.4 Polarization modulator A classic Half-Wave Plate operated in transmission cannot cover the full COrE spectral range. We have therefore chosen to use a Reflecting Half-Wave Plate (RHWP). It consists of a free-standing wire grid polarizer kept at a specific distance d from a flat mirror (Fig.14). It rotates around an axis orthogonal to its surface and passing through its center. Assuming the RHWP oriented as in Fig.14, depending on the angle of incidence φ (dictated by the optical setup) the RHWP will introduce a phase-shift between the two orthogonal s and p polarizations, respectively orthogonal and parallel to the plane of incidence. When the phase-shift is equal to 180◦ and the RHWP rotates with angular velocity ω the overall effect is a rotation of the reflected linear polarization at a frequency 2ω. This happens only when the path difference between the two waves is equal to π, i.e. at frequencies: c νnRHW P = (2n + 1)ν0RHW P with ν0RHW P = (2) 4cos(φ)d where n is an integer and c the speed of light. The modulation efficiency vs. frequency is sinusoidal with maxima at frequencies νn . Without spectral filtering, the average modulation efficiency is about 0.5. Adding spectral filtering (to be implemented - § 4.3.6), higher efficiencies can be achieved in narrower bands: a reduction of 50% bandwidth around one of the peaks gives an efficiency of up to 80%. In our case, this means that the bandwidth of most of the spectral channel is 15 GHz. For the last 3 high frequency bands (555, 675 and 795GHz), the additional spectral filtering 5 allows to increase the bandwidth to 195 GHz. The absorption is due to the power dissipated on the metal and on the wires. In a flat metal there is always a slightly different absorption between the s and p polarizations, the latter being the lossier. The losses increase with the frequency but they can also be reduced by decreasing the device temperature. For a copper RHWP at 30 K used at φ = 45◦ incidence and assuming an ideal wire-grid, the absorption coefficients for the s and p polarizations in the different channels are fixed and of order 10−4 . A dielectric substrate RHWP based on photolithographic techniques could be used to solve the freestanding RHWP manufacture problems (§ 5.1.2). The air-gap between the wire-grid and the mirror can be replaced by a dielectric substrate with the wire-grid directly realized on one of the substrate surfaces (Fig.14). 4 assuming 50% optical efficiency, 30K telescope with 1% emissivity, 15GHz bandwidth The optimization of the partition of the available focal plane area among the different frequency channels should be studied further. For the three highest frequency channels we have chosen broad bands containing several peaks (here 7) of the modulation efficiency so that (∆ν)/ν ≈ 1/3 in order to increase sensitivity. An option for study is to further increase the sensitivity (in µKarcmin) by approximately 40% through introducing periodic sub-band filters to block the frequencies of low modulation efficiency. In both cases the polarization frequency bands have a comb-like structure with 7 teeth. 5 24 Figure 14: Left: Free-standing RHWP. Right: Dielectric substrate RHWP The addition of a dielectric substrate introduces frequency-dependent standing waves (multiple reflections) within it. Their amplitude will also depend on the type of polarization s or p travelling through it. Models show that the resulting modulation efficiency deteriorates with increasing substrate refractive index. Using a substrate with n=1.2 the efficiency drops down to 0.4 which can be improved through spectral filtering. There are additional losses due to resonances that appear at frequencies corresponding to the device efficiency peaks. However while the RHWP is rotating the s and p absorption coefficients fluctuate at a frequency 2ω and the averaged fluctuation amplitudes are of order 6×10−5 and 1.5×10−5 , respectively. While considered at TRL 4 only, we are choosing the dielectric substrate RHWP as the modulator baseline for COrE as it offers the best potential performances and manufacturability. Indeed it is based on the dielectric embedded interference filter technology that has been flown on Planck and Herschel. 4.3.5 Polarization modulator rotation mechanism The RHWP will need to be rotated. While a step and integrate rotation could be considered, a continuous rotation at 0.1 to a few rpm would be preferable both for the observation strategy (§ 4.2 but also to avoid affecting the rotation of the satellite. Such a strategy has been adopted on the balloon borne experiments Maxima and EBEX for which a superconductive magnetic bearing has been developed. It is able to rotate the HWP at 2 Hz with low friction dissipation. This is a crucial parameter as the RHWP will have to operate at the lowest temperature possible (30K for this instance) in order to reduce the systematic effects related to its emissivity. The rotation will be performed by a fiberglass shaft linked to a step motor operated at a higher temperature within the service module where a larger cooling power is available (shown in Fig.10). The difficulty resides in having to rotate a HWP of 1.7 m diameter, weighting approximatively 25 kg including its support structure while it is being kept at 30 K. The technology is rated TRL 8 (§ 5.1.3), the associated risks being the mass and dissipated power. 4.3.6 Spectral filtering Bolometric detectors being sensitive to a very wide spectral range, their spectral band definition requires special attention. COrE requires a high in- band transmission in order to reach a 50% overall optical efficiency whilst the rejection of optical/NIR power must be better than ≈ 10−12 while a rejection of ≈ 10−6 is enough in the FIR. Low frequency rejection can be easily achieved through the horn waveguide design. The Planck-HFI-like high frequency band definition based on dielectric embedded interference filters, requires several multilayer mesh filters in series located on the different temperature stages also limiting the thermal power reaching the ultra-cold stages. This technology, selected as the baseline for COrE , allows for use with mixed frequency array by arranging their geometry to suit the shape of the sub-array. It is also conceivable to make a unique filter made of several regions. However, special attention will have to avoid potential stray light in between regions/filters and cross-talk. In order to reduce the number of interference filters mentioned above, superconducting planar bandpass filters could be lithographed onto the detector chips, which together with a planar OMT would lead to intrinsic on-chip polarimetry. While parts of this technique has been demonstrated, it would require further development. Additional spectral filtering: As mentioned in § 4.3.4, the modulation efficiency of the high frequency channels can be increased using broader bands in combination with sub-band selective filtering around the peaks. This can be achieved for example using multilayer dielectrics that act as dielectric mirrors. However, while the RHWP modulation efficiency peaks are centered at an odd multiple number of its basic frequency as shown in Eq.2, the filter transmission bands are centered at an even multiple number of its basic frequency following Eq.3. So a slightly different basic frequency ν0F ilter will be used for the filter so that we have maximum coincidence between the two sets of peaks. The example in Fig.15 shows a possible filtering around the 795 GHz peak using ν0F ilter = 15.29 and n = 26. 25 νnF ilter = 2n × ν0F ilter (3) Figure 15: Sub-band filtering: Filter transmission (blue) and RHWP efficiency (red). 4.3.7 Cryogenic chain The mass and power requirements and the temperature stages being similar to those of Planck, a duplication of the Planck cryogenic chain would bring the whole system to TRL 9. However several modification would give the whole system superior performance. The main emphasis will be to develop a system based on mechanical coolers and recyclable system in order to have a long duration mission. Below is a summary from a CNES study. Passive cooling: The V-grooves that have been used in Planck to radiate some power into free space but laterally to the spin axis have proven to be an efficient solution to a first passive cooling stage. They can also provide cooling to intermediate stage electronics. An inner V-groove temperature of 46 K is currently achieved in orbit with an available power of the order of 1 W for Planck. With further optimization and with an addition of a fourth V-groove, we expect that a temperature of about 35 K could be achieved for COrE inner V-groove. Active cooling - Mechanical coolers The 35 K to 20K stage could be provided by a H2 JT with metal-sorption compressor from JPL (Planck). However a Pulse Tube Cooler (PTC) providing 15 K is under study (§ 5.1.6). The 15 K to 4 K stage is provided by a Joule-Thomson (JT) cooler similar to the Planck one. Active cooling - Sub-K coolers Because the OpenCycle dilution Refrigerator (OCDR) providing both the 1.7 K and 100 mK stages from 4 K on Planck has a limited lifetime, a recyclable system is preferred. The 0.1 K stage baseline could be provided by an ADR cryocooler (e.g. from CEA SBT), requiring at pre-cooling (e.g. at 1.7K and 4K on SAFARI/SPICA) or a continuous ADR 4-stage (NASA-GSFC) developed for MIRI (JWST). While ADRs are already at TRL 9 (XRS on ASTRO-E2), the strong associated magnetic field might affect the operation of the TES readout system (SQUIDs), although efforts are being dedicated to this issue. For this reason a Closed Cycle Dilution Refrigerator (CCDR), evolution of the flight-proven OCDR can offer a more convenient solution. The re-circulation of the helium isotopes (He-3 and He-4) of this system allows theoretically to have no limitation on lifetime. Contrary to the OCDR, the CCDR requires a precooling stage around 1.7 K in order to evacuate the heat from thermalisation of He-3 and He-4 gas flows and from condensation of He-3 (a fraction this heat is used for the evaporation of He-3 but not all of it). It is not possible to produce a 1.7 K stage with a He-3 Joule-Thomson expansion within this dilution system. As a consequence, the 1.7 K stage is produced by a dedicated He-4 sorption cooler based on the concept of the Herschel He-3 sorption cooler. The CCDR system also provides extra cooling power between 200 mK and 600 mK if needed (e.g. for thermalisation of mechanical supports or harnesses). 4.4 Performance assessment with respect to science objectives The sensitivity of a perfect instrument with a uniform coverage of the celestial sphere, expressed in terms of noise angular amplitude spectrum cnoise , is given by Eq. 4 assuming a polarization modulation efficiency of 80%, where tmiss is the total mission duration, Ndet is the number of detectors and sdet is the sensitivity in intensity of one detector. c2noise 4π = 2.4 × × s2det = (4.7µK.arcmin)2 × tmiss Ndet 4 years tmiss × 400 Ndet × !2 sdet 1 (4) 50µK.s 2 To reach such sensitivity, the proposed instrument architecture is designed in order to have background limited performances. The detector number is furthermore optimized to reach the required sensitivity in 26 each channel and to fill the focal plane area. With the current design of the instrument 6 , this process leads to the numbers given in table 2. The proposed configuration has a total of 6384 detectors in 15 frequency bands. The core sensitivity is in the CMB channel (75GHz-225GHz) with 4950 detectors. Table 2: COrE performances - assuming a 50% value for detection chain efficiency. Central Freq. ∆ν Ndetectors FWHM Unpol. sensitivity Q & U sensitivity (GHz) (GHz) (arcmin) (µK.arcmin) (µK.arcmin) 45 15 64 23.3 5.2 9.0 75 15 300 14 2.7 4.7 105 15 400 10 2.7 4.6 15 550 7.8 2.6 4.5 135 165 15 750 6.4 2.6 4.6 195 15 1150 5.4 2.6 4.5 225 15 1800 4.7 2.6 4.5 255 15 575 4.1 6.0 10.4 285 15 375 3.7 10.0 17 15 100 3.3 26.6 46 315 375 15 64 2.8 67.8 117 435 15 64 2.4 147.6 255 555 195 64 1.9 218 589 675 195 64 1.6 1268 3420 795 195 64 1.3 7744 20881 4.5 Resources: mass, volume, power, on board data handling and telemetry The resources have been established by the COrE team in collaboration with CNES and are based upon the Planck mission. Instrument mass and power breakdowns are given in table 3. The total estimated mass of the instrument (300 kg) and power (260 W) are higher than for the Planck instruments (LFI + HFI) (total of 209 kg and 212 W) which is consistent with the fact that we have now only one instrument based on one detector technology but with a much larger number of detectors. The overall payload volume is similar to the Planck one. Stored under the Soyuz fairing the maximum diameter is 3.8 m and about 4 m tall. With the solar panels fully deployed the diameter reaches 5.9 m. Data storage capacity : a mass memory of 780 Gbits is needed (instead of 32 Gbits for Planck). The data rate at instrument output is 4.5 Mbits/s, compression included (130 kbits/s on Planck). Table 3: Table of mass and power for instrument sub-systems Sub-system Mass Power Sub-system Mass (kg) 30K Cold Box + telescope supports 150 Horns 50 Housekeeping electronics 60 Cryo Harness 30 OMTs+Detectors 30 FPU structure 20 Read out electronics 20 200 Total instrument 300 4.6 Power(W) 260 Pointing and alignment requirements The beam of the instrument ranges from 23 arcmin to 1.3 arcmin at the highest frequency. The most stringent requirement will come from the CMB channels (45 to 225 GHz) for which the ability to recover the pointing information must be less than 1% of the beam FWHM. Applying the same criteria to the high frequency channels, the pointing accuracy needs to be aboutf 1 arcsec. The telescope axis, horn axes directions, and polarimeters main axes will be determined with respect to the satellite reference system to within 0.5◦ during the calibration phase. This measurement will be repeated independently during the verification / calibration phases at the beginning of the mission. 6 Instrument efficiency: 50%, telescope temperature: 30K with 1% emissivity, detector noise: 70% of the photon noise 27 4.7 Operating modes After the verification phase the instrument will operate in a single survey mode. 4.8 Specific interface requirements: configuration needs, thermal needs Similarly to Planck, COrE will be launched warm and will be cooled during its travel to the L2 orbit. During the launch phase several sub-systems will be locked and released after launch. This has the principal advantage of limiting the strength and dimension of the support which would be required to resist the launch vibration level and which would undoubtedly increase the thermal conduction. These locking mechanisms will be needed for the focal plane and the RHWP. Such a system has been adopted for Planck-HFI and is then at TRL 9. 4.9 Calibration and other specific requirements In order to keep the instrument simple and without single point failure, no on-board calibration system will be implemented. COrE calibration will rely on ground calibration sequences and astrophysical sources that will have been thoroughly studied by Planck and follow-up observations. Systematic effects affecting the polarization purity of the incoming signal will be mitigated by the use of the RHWP in front of the telescope. However, the RHWP will introduce systematic effects on the beam shape which will vary with its orientation in need of characterization. The ground calibration will consist of complementary tests: Sub-system level: (detectors, reflective optics, cold optics, RHWP, cooling system) FPU: spectral response of each pixel, dark and illuminated I-V curves for various FPU temperatures. Warm RF test in anechoic chamber: representative test of a few horns, OMTs and warm detectors (heterodyne instead of TES) associated with the telescope, shields and the RHWP in order to measure the main beam and far sidelobes. Similar test conducted during the Planck ground calibration campaigns have been extremely beneficial. Emphasis will be on the measurement and modelling of the systematic effects introduced by the RHWP. Dedicated calibration facility reproducing the cryogenic and radiative environment expected during the mission. A large vacuum chamber instrumented with a 2K cryogenic chain and with a full beam source will be prepared. The chamber will allow the operation of the full instrument, observing a 2.7K load and a polarized source modulated and oriented as needed. This setup will allow the precise determination of the polarimetric parameters of the instrument (polarization efficiency and main axis angles) and of the responsivity and noise of all the detectors for different radiative loading conditions. The proposers inherit considerable experience from similar calibration facilities they built for Archeops and BOOMERanG, but also through the calibration campaign performed on Planck at CSL-Liége. 4.10 Current heritage and Technology Readiness Level (TRL) TRL levels associated to the instrument sub-systems as well as their heritage is given in table 4. It has to be noted that by selecting the baseline for each sub-system, only 3 technologies out of 11 are not at TRL 9/8. The dielectric RWHP is based on known technology (same than filters), the TESs are being used on ground based instruments and the planar OMT technology is showing encouraging results. The CCDF is being developed in collaboration with industry. Sub-system Interference filters Mechanical coolers Horns Wg OMTs Telescope Sorption cooler 4.11 Table TRL 9 9 9 9 9 9 4: TRLs and Heritage of the various sub-systems Heritage Sub-system TRL Heritage Herschel, Planck ADR 9 XRS on ASTRO-E2 Planck Rotation mechanism 8 Maxima, EBEX WMAP, Planck Planar OMTs 6 Clover, PAPPA WMAP, Planck TESs+Readout 6 GBT, CLOVER WMAP, Planck Closed cycle DF 4 Herschel RHWP 4 Hertz Proposed procurement approach See § 6.8 28 4.12 Critical issues Critical issues related to the payload sub-systems development are addressed in § 5. In addition, care must be taken to reduce the RHWP emissivity (below ∼ 1%) to match the emissivities for the two polarizations, and to keep the RHWP as cold as possible. The nominal temperature of the RHWP is 30K, as for the rest of the telescope assembly. At this temperature, with a RHWP emissivity of 0.1% at 100 GHz, and with ∼ 1% matching of the emissivities for the two polarizations, the RHWP produces a spurious signal at a level of about 300 µK p-p at 2ωo . This frequency is far from the frequency of modulation of a real polarized signal from the sky, 4ωo . However, non-linearities in the detectors might produce a spurious low-level 4ωo signal. Bolometers being very linear, we expect this effect to be in the sub-µK region. However, a lower temperature of the RHWP would certainly give some margin, would the combination of detector non-linearity and emissivity mismatch produce a larger signal. Because the power dissipated from the FPU, the telescope and the modulator (<10 mW) are reasonably small, we do not exclude a RHWP and telescope colder than the baseline 30K even taking into account the radiative heating from the last V-groove (about 10 mW, depending on the emissivity). The main problem remains the conduction from the supports connecting the telescope/RHWP assembly to the SVM that need to resist the launch phase giving a heat load in the hundreds of mW range. If, however, we can thermally decouple from these supports after launch, we can easily reduce the heat load to a few mW. This can be done using the so-called PODS (passive orbital disconnecting struts) or other active devices. The total 20 mW thermal load might then be compensated by a JT cooler connected to the whole telescope and modulator assembly. In these conditions, with a large emitting area (a few square meters) the assembly cools to a few K in about one week, with a very important reduction of the radiative load on the focal plane box, on the detectors, and a very significant reduction of the synchronous signal from the rotating wave plate. 5 5.1 Technology development requirements Payload technology challenges and technology development strategy 5.1.1 Horns and OMTs While planar OMT technology seems to be the most promising approach but in need of improvement, other techniques will need to be investigated if it turns out that the planar technology shows limited performances. Current areas of research are looking for the possibility to simplify the manufacture, to reduce the costs and the mass of waveguide components while retaining their exceptional RF performances. Such developments include drilled smooth walled horns (Fig.16) and platelet corrugated horns (Fig.16). Platelets technology can also be applied to OMTs for which spark erosion manufacture tolerances reaches a few microns making possible the extension to high frequencies. While the manufacture process is simplified and made cheaper, the mass issue is still to be resolved. This can be tackled through stereolithography techniques that have been applied by our US collaborators on a 100 GHz prototype horn with good RF characteristics. This results in a horn made of metal coated plastic. While this reduces greatly the mass, further development is needed in order to test the cryogenic performances. There is little doubt that within a few years these techniques will be at a level of maturity allowing their inclusion in the instrument design. Figure 16: Left: prototype of 100 GHz planar OMT (Fr). Center left: array of platelets horns (It). Center right: array of drilled smooth walled horns (UK). Right: 97 GHz waveguide OMT (UK). 5.1.2 RHWP The manufacture of the free standing RHWP would be certainly challenging considering that the required diameter is greater than 1 meter. The mechanical structure of the free-standing wire-grid must be able to guarantee constant spacing between the wires and constant distance from the mirror all across its surface. To our knowledge, the biggest device of this type ever built so far has a diameter of 0.5 m (D.T. Chuss). 29 Commercially available dielectric laminates used in microwave engineering to build planar microstrip circuits could be used to build a dielectric substrate RHWP. These laminates come in different sizes, thicknesses, refractive indices and they have copper depositions on both sides. The idea is to use one metallic side as a mirror and photolithographically etch the other side of the substrate in order to realize metallic strips that will behave like a wire-grid. The resolution required for the mask production in our frequency range is achievable with commercial large size printers. The laminate can be joined to a thick metallic flat surface to increase the structure stiffness. Note that the main problems of the free-standing RHWP are now solved: the constant spacing between wires is guaranteed by the high accuracy of the photolithographic techniques adopted whereas the constant distance mirror-wires comes directly from the accurate constant thickness of the laminates that is required in microstrip circuits. 5.1.3 Rotation mechanism The two main problems associated with this sub-system are thermal and mechanical: thermal dissipation of the bearings, thermal conduction through the shaft and microphonic vibrations affecting the detectors. Shaft: For the torque transmittance between the motor (located in the service module) and the RHWP, a long fiberglass shaft is a good solution but is in need of further development. The interface between this compound material and metallic part needs to be studied more carefully due to different thermal expansion factors. Another critical point could be the dynamical aspect of the shaft. The shaft diameter will be studied with the stress criteria (torque transmission) and the dynamic criteria (modes for launch and no torsional modes to not interfere with the motor) potentially leading to higher thermal conduction between the temperature stage of the motor and the 30 K of the RHWP. If so, magnetic contact-less coupling devices could be investigated in order to reduce the thermo-mechanical aspects of the shaft. Bearings Classic bearing mechanism for the RHWP will need to be studied for the lubrications problems operated at 30 K. A dry lubrication solution might be adopted. However, in order to decrease the thermal dissipation the High Temperature SuperConducting magnetic bearing, such as the one developed for EBEX, would be a better solution to completely avoid the problem of lubrication but will need further development. 5.1.4 Detectors Over the last few years many national funding agencies have invested heavily in establishing superconducting detector fabrication facilities in Europe. Major facilities exist in the UK, France, the Netherlands, Sweden, Germany and Italy. These facilities not only provide clean rooms with lithography, processing, and test equipment, but also provide professional, traceable fabrication routes, producing high-quality high-yield devices. A major part of the technology development, fabrication, and test programme will be to form a single network that is coordinated by one lead organization, with all of the partner organizations working towards the refinement of a single design across all of the chosen wavebands. Most of these laboratories are working on the development of TESs and KIDs. 5.1.5 Closed cycle dilution fridge The maturity level of CCDR is considered TRL 4, and should reach TRL 5 within 2 years with the ongoing developments at Air Liquide / CNRS Neel institute. 5.1.6 Pulse Tube Cooler (PTC) The 15/20 K stage could be provided by a PTC under development at Air Liquide/CEA (with a goal to reach 15 K). Note that a 2-stage PTC with a 300 mW heat lift at 20 K (with intercept) has already been demonstrated on the GSTP program 20-50 K Pulse Tube (ESA contract 20497/06/NL/PA). Ongoing developments will allow to have more margin at the 20 K stage. This 20 K PTC stage requires a pre-cooling at 80 K with a heat intercept around 6 W. Note that a pre-cooling at higher temperature (e.g. 120 K) is possible, but with a slight decrease of the performance at 20 K. This heat intercept can be provided either by a V-groove through thermal braids links for example (preferred solution), or by a dedicated 80 K PTC. Maturity level of the 20 K PTC is considered TRL 4. 5.2 Mission and Spacecraft technology challenges 5.2.1 Data rate COrE requires a data rate of 4.5 Mbits/s. Transmitting telemetry at such a high data rate requires a wide frequency bandwidth, by far above the 10 MHz maximum allowed by the ECSS standard in the frequency band allocated to L2 missions (8450-8500 MHz). The use of Ka band should therefore be considered as the 30 baseline for the science telemetry transmission of the COrE mission. In order to achieve the link budget, the 35 m ground station located at New Norcia is required as for Planck operations. From the on board side, a 0.5 m diameter high gain antenna pointing towards the Earth is required. Three configuration options are identified for the antenna: 1-Antenna pointing mechanism (existing) 2-Active antenna pointing (R&D study on-going) and 3-a fixed parabola antenna, pointed towards the Earth by the spacecraft. The conservative option 3 is taken as the baseline. 6 System requirements and spacecraft key factors The COrE mission is composed by a single instrument on-board a single spacecraft (which is quite similar to Planck ), in orbit around the second Lagrangian point (L2) of the Sun-Earth system on a 500000/800000 km orbit, like Herschel . It is a spinning survey instrument able to realise a new full sky survey about every 6 < 20◦ ) to anti-solar. In the months7 , since the spin axis direction is constrained to remain relatively close ( ∼ following, we analyse the system implication of the changes with respect to Planck , like for instance a smaller maximum diameter of the fairing on a Soyuz, the pointing strategy or the telemetry increase due to the large increase in the number of detectors. This analysis shows the feasibility of the mission by capitalizing on the technical heritage and demonstrated successes of the Planck /Herschel program. 6.1 Attitude and orbit control The Lissajous orbit around L2 can be controlled by a 10 hours manoeuvre session per month. The propulsion system is the same as that of Planck one, apart from the removal of 2 tanks since the new, Herschel like orbit does not need an insertion manoeuvre. Orbit maintenance is then similar to the Herschel one (∆v = 13.5 m/s). The total needed (∆v = 100 + 30 m/s) for a total mass lower than 2000 kg can be obtained with a single tank of 128 kg of Hydrazine, therefore removing two tanks as compared to Planck . The rest of the propulsion system is identical from Planck . The spacecraft attitude is similar to the Planck case. The spacecraft is spinning; the spin axis is maintained near anti-Sun, with some level of precession; and the telescope boresight is almost 90 degrees from the spin axis. On top of this strategy, a large nutation of the spin axis is considered to increase redundancy. The spinning rate is decreased to 0.5 rpm instead of the 1 rpm for Planck , which decreases constraints on the needed speed of detectors, decreases the necessary data rate, and allow a standard solution for still making it an easily steerable satellite. In order to include the large nutation option, the baseline attitude control of the payload is based on an assembly of (at least) 3 off-the-shelf wheels and a star tracker system. Assuming a comparable inertia to the Planck one ∼ 2800 kg m2 , but with a 0.5 rpm rotation speed, the 150 N m s total angular momentum of the satellite can then be steered with 68 N m s wheels (double with respect to the 30 N m s Herschel wheels). A fourth redundant wheel would lead to a reaction wheel assembly very similar to that of Herschel . No specific difficulty was identified since it is quite recurrent from Herschel /Planck . 6.2 On board data handling and telemetry Data are partially treated on-board by a dedicated Data Processing Unit that compresses the data produced by the readout electronics. Data are then transferred to the Service Module for storage and download. The on-board data storage system should be able to save a few days of data ( i.e. 4.5×106 ×86400×2 ' 780 Gbit, instead of the 32 Gbit memory on board Planck) in order to cope with downlink problems due to contingencies in the telecommunication system. A strategy will be defined to optimize the data downlink after those events. Detectors currently used for CMB observations are already close to photon noise limited, which means that to increase the instrumental sensitivity, one has to increase the number of detectors. This directly impacts on the telemetry requirements. Based on Planck experience, we request 16 bits per scientific data sample. For an instrument equipped with ' 6400 detectors, and with a sampling rate matching the scan speed and the FWHM of the beam for each frequency channel, this leads to 18 Mbps, which are reduced to 4.5 Mbps by compression (as successfully demonstrated with Planck , which had an instrumental output of 130 kbit/s ). Assuming the telemetry is done with a 35 m antenna, e.g. the new Norcia antenna, and assuming a data dump duration of two hours a day, we shall need a data dump rate of 4.5*12=54Mbit/s. This calls for a high-gain antenna in the Ka band. In our current design, the antenna is fixed and aligned to the spin axis of the satellite, with the satellite axis is constantly aligned to the Earth during the 2 hours data dump. This duration could be extended if beneficial. Note that alternative designs could be even more advantageous, like for instance an active antenna pointing. Concerning ranging, commanding, and housekeeping data transmission functions, there is no requirement exceeding the Planck TT&C performances. Hence the Planck RF architecture can be re-used from the shell 7 In the case of the specific scan-strategy of Planck , it takes about 9.5 months to achieve the first full coverage of the sky by all detectors, and 6 more month to achieve the second complete survey (which starts 6 months after the beginning of survey 1, even though the sky is not yet fully covered once by all detectors). 31 COrE mass budget Element Planck mass (kg) Payload Structure, V-grooves 20K stage 4K 1.7 K stage 0.1 K stage Telescope RHWP movement Instrument 95+104 SVM 767 Hydrazine Other SVM Total 384 78 1974 261 114 21 106 44 Planck → COrE evolution + 1 V-groove → + 20 kg sorption cooler → redunded Pulse tube similar JT New, needed to start closed cycle 0.1K stage open to close cycle → - helium tank + pump + RHWP; smaller Primary mirror Aperture + motor + shaft → + 20 kg HFI + LFI → rough envelope from table 3 - 2 tanks → -30 kg + wheel assembly → +50 kg + Gyro (+50 kg) + Ka band & HGA (+10kg) +Solar Array (+50 kg) + Sun-shield (+30kg) - FOG gyro and environment Monitor COrE mass (kg) 281 26 21 10 30 60 20 300 887 128 69 1832 Table 5: COrE mass budget estimate by comparison with Planck . This appears to be compatible with Soyuz lift off mass (2000kg at L2) with sufficient margins. (X band transponder, TWT amplifier and antennas -low gain and medium gain) For the science telemetry, as stated above, an additional emitting chain in Ka frequency band is required, including a TWT amplifier from the shell. It can be coupled with the X band transponder such as TTC systems existing for deep space missions (Bepi-Colombo, KaTE experiment) with the increase of data rate on the Ka link. As an alternative solution, a Ka band emitter could be used dedicated to science data. The power increase for the Ka emitting chain can be roughly estimated to 100 W, so 200 W in total for the TT&C subsystem while transmitting. 6.3 Mission operation concept (Ground Segment) The Ground Segment operations are even simpler than those of Planck , since the payload will host a single survey instrument, with high redundancy in sky coverage. As a baseline, after downlink the data will be sent to the Instrument Team for analysis of the Housekeeping data and detection of anomalies. The Mission Operation Control will take care of pointing reconstruction. The Instrument team will take care of the first analysis of the quality of the data and of the data storage. The pointing strategy will be defined well in advance and the Mission Operation Control will operate the spacecraft according to the pointing law, ensuring respect of the constraints. 6.4 Estimated overall resources (mass and power) We anticipate COrE to be very close in mass to Planck . Table 5 provides a ROM comparison of the Planck versus COrE mass budget derived by the COrE mission Working Group with CNES support. We also anticipate COrE to be close in power needed to Planck . Table 6 provides a ROM comparison of the Planck versus COrE power budget derived by the COrE Mission Working Group with CNES support. the COrE power is provided by a solar array in 12 sections: 6 sections of 1.3 m2 at the bottom of the satellite (assuming an hexagonal shape), plus six deployable panels on each SVM panel (folded along the SVM for launch). A total of 15 m2 is then available. This gives an end-of-life (∼ −10%) input power at maximum sun aspect angle (∼ 10%) around 2000 W, i.e. identical to Planck (despite the smaller fairing), there again providing comfortable margin as compared to the anticipated need. 6.5 Specific environmental constraints (EMC, Temperature, cleanliness) The environmental constraints are very similar to the ones applied in the Planck mission. In addition to that, the readout system based on SQUIDs generates specific problems of magnetic compatibility. This issue is resolved internally in the instrument, by proper magnetic shielding already demonstrated in other instruments. 32 Element Payload 20K stage 4K 1.7 K stage 0.1 K stage RHWP movement Instrument SVM Transmission ACS Thermal control PCDU PCDU harness loss (6%) Data Management Propulsion (Orbit control mode) Total worst case COrE power budget Planck power Planck → COrE evolution (W) 572 102 20 142+70 106 67 72 35 76 36 44 1342 COrE power (W) sorption cooler → redunded Pulse tube similar JT New, needed to start closed cycle 0.1K stage open to close cycle → (+ pump) + motor + shaft → + 40 W HFI + LFI → rough envelope from table 3 250 102 20 30 40 260 +Ka emitter & + 100W amplifier +Wheels (4 × 30 W) 206 120 72 35 + mass Memory 100 44 1279 Table 6: COrE power budget estimate by comparison with Planck . 6.6 Special requirements The proposed scan and orbit allow for a fairly constant solar illumination of the satellite. The absence of important dissipation in the cold instrument makes us confident that a stable operation temperature of 30K can be reached using the solar panels as shields for the SVM, and Planck like V-grooves shielding the cold instrument section. The passive cooling V-groove systems has therefore a TRL of 9. 6.7 Current heritage (assumed bus) and TRL The service module is quite similar to the Planck one, with relatively minor modifications required to fit in the Soyuz vector. Indeed, the spacecraft has to answer to similar general requirements corresponding to a spinning cryogenic survey mission, and the mission was designed from start to take full advantage of the Planck /Herschel successes. The Soyuz fairing has a diameter of 3.8 m and a height of 5 m which is close to the Planck spacecraft size (diameter 4.2m× height 4.2 m), but will nevertheless require a reduction of the diameter to 3.8 m, the maximum size of Soyuz fairing. Also, the launcher Interface is the 1666mm Soyuz interface instead of the 2624mm interface for the Planck /Ariane-5 interface. The central tube is then reduced, which is still compatible with the presence of one hydrazine tank (128 kg of hydrazine). The height of the SVM is not modified and remains equal to 840mm. The 4th , upper V-groove shields the scientific payload from solar radiation and is itself shielded y the rd 3 V-groove. The 3rd V-groove is in turn screened by the second and so on, while the first V-groove is protected by the sun-shield, and in turn protects the upper stages from the re-radiation from the sun-shield. The difference with Planck is the addition of a 4th V-groove to insure further passive cooling and take full advantage of the removal of the high power load from the LFI, and the choice of a larger opening angle ' 28◦ for the shadow cone (whose basis is the solar-shield and whose size mark out the outer limit of the V-grooves), to allow more flexibility in orbit/scanning choices by enabling larger solar aspect angles. We then propose to add alongside the SVM deployable petals covered with solar arrays and linked by a skin or canvas, as in WMAP . While folded at launch, this corona will create additional power and shield the 1st V-groove. Then in flight, the diameter of the shield will be ' 3.8 + 2 × 0.893 × tan(26.5dg) ' 3.8 + 0.893 = 4.7m allowing ample room to fulfil the power need of COrE , which according to table 6 should be smaller than that of Planck (which had a smaller diameter and a larger central tube). This solution as flown on WMAP . As recalled earlier, the other evolutions with respect to Planck concerns the transmission (calling for an HGA in the Ka band), and the introduction of a rather standard wheel assembly for nulling the angular momentum and pointing. The spacecraft TRL thus appear to be 9 for all the component, with the possible exception of the transmitter. 33 6.8 Proposed procurement approach We propose a ”standard” procurement approach: the service module, the launch and the operations will be provided by ESA, while the instrument will be provided by a consortium of national space agencies. The question of which part of the optical and cryogenic chain is to be provided by ESA and by the consortium is addressed in the programmatic section § 8. The consortium of participating institutes will be in charge of the developments, in strict coordination with industrial partners selected for experience, reliability, and geographical returns. 6.9 Critical issues. Criticalities for the instrument have been detailed in §4.12. No further issues identified at spacecraft level. 7 Science operations and archiving Successful COrE science operations, defined as the handling and archiving of the raw data, the characterization of the instrument performance and response functions, the production of polarized maps, derived science products, and inferred science constraints will be an integral part of the mission. Achieving these goals on the time scale defined in the proprietary data policy section below, will be ensured through the combination of the following three factors: Robustness of the science data through hierarchies of data redundancy The data is very redundant in the time, frequency and detector domains. Specifically, the same sky location is revisited at the spin frequency, at many times throughout the mission, and polarization observed in different orientations at the rotation frequency of the half-wave plate. Nearly all sky locations will be seen by all detectors, and in all frequency bands, at many times. Hence, COrE is not very vulnerable to occasional data loss, and thus does not require very stringent checking of all the data on a daily basis. An early and sustained commitment to a fully-fledged simulation capability Starting from the heritage of the Planck mission we will be able to make informed decisions. A comfortably feasible scaling of the data processing infrastructure compared to the Planck With ∼6400 detectors sampling at 500 Hz over the mission life of 4 years, the COrE data set will be 1.6 Petabyte large, not counting ancillary information which would increase it by ∼ 25% to 2 Petabytes. This is large by today’s standards, but this amount of data will be comfortably handled and archived with plausible assumptions about the evolution of data storage and processing costs for a time scale of 10 years to launch. COrE is certainly well within the envelope of anticipated data volumes from other astronomical projects such as LOFAR, LSST, ALMA8 , which will be operational on a similar time-scale. The experience, existing resources and lessons learned from the successful pre-launch and post-launch science operations of the Planck mission, are major assets for COrE science operations. Specifically the Planck heritage endows COrE operations with • a tested and working library of simulation and data analysis codes of all major parts of the pipeline, implementing state-of-the-art models of astrophysical foreground signals both galactic and extragalactic, instrument optics, thermal and bolometer systematics, pointing, etc.; • an European (and international) network of CMB data analysis experts built through the Planck experience (key members of the Planck science operations team are involved in COrE ); • significant experience in the design of data base infrastructure for CMB analysis including tracking of data provenance, and integrating a geographically distributed analysis team. This heritage allows the COrE team to reap the fruit of the intensive development effort for Planck ’s science operations capabilities, starting operations with many building blocks already ins place. Combined with a sustained and organized development effort through the pre-launch phase, we are confident we can reach the COrE science goals in a timely and efficient way. In the following we outline a blue-print for a plausible analysis of the COrE data, consisting of a TimeOrdered-Information (TOI) processing and polarized map-making, followed by science analyses, such as component separation, and finally scientific exploitation. TOI processing:COrE will scan the sky for at least four years with a sampling rate of ≈ 2 ms. A single datum taken by on of the detectors can be modeled as the addition of sky signal, time-varying systematics and instrumental noise. The sky signal arises as the convolution of the detector’s polarized beam response with the sky in the orientation defined by the detector placement in the focal plane, the direction of the spin axis and the angle of rotation of the space craft about the spin axis. Time-varying systematics can be internal (e.g. as a consequence of variations in thermal state of the instrument) or external (e.g. from 8 http://www.lofar.org/, http://www.lsst.org/, http://www.alma.nrao.edu 34 cosmic ray hits). Using the several levels of redundancy of the data we can jointly estimate the instrumental parameters, such as the polarized beam response, systematic effects, and noise properties, together with the pointing and calibration information. Residual systematics will be estimated and removed combining the TOI with on-ground and in-flight calibration data (arising, e.g. from planets, bright polarized sources etc.) Polarized map-making: Using the information extracted at the TOI processing stage we can compress the TOI into maps of the polarization Stokes parameters of the pixelized sky at the instrument frequencies. This compression is done in an iterative fashion, using improved estimates of the time-invariant sky signal to help separate out systematic effects in the time-domain which in turn compresses into more faithful maps of the sky signal9 . The resulting set of single-frequency maps are the basis for further scientific analysis. Component separation: At this stage frequency domain information is used to identify and extract the different signal contributions in the set of single-frequency maps such as the CMB, galactic emission (synchrotron, free-free and dust) and catalogues of galactic and extragalactic sources. The single frequency maps and component separated estimates are the starting point for the further scientific exploitation of the COrE data, the exploration of cosmic origins described in the science plan. Scientific exploitation: While component separation already brings a level of scientific interpretation to the data analysis, the component maps will be the basis of further specialized analysis of the correlations in the CMB polarization anisotropy to extract the anisotropy power spectra, B-mode constraints, higher order correlation functions for non-Gaussianity tests and the CMB lensing signal. Similarly the magnetic field tomography and studies of the ISM based on polarized maps of the dust emission derived from higher frequency channels. These tasks will be organized by developing a structure of science working groups interfaced with the Data Processing and Exploitation Center (see below). Extrapolating the performance of existing methods and software tools for the TOI processing, we estimate that to produce all the single-frequency maps from four years of data from all core detectors would take about a week on an average present-day supercomputer with ∼ 1, 000 processing units. The growing power of parallel-computing platforms, combined with improvements in efficiency of massively-parallel algorithms and codes, should bring the estimated time to make maps down by at least an order of magnitude, permitting processing of the entire data set on the time scale of a day. It is thus likely that human resources will remain the real bottleneck for the time-domain processing efficiency. We thus envisage a significant need for automated data-processing tools and methods which we will develop pre-launch. COrE will be able to benefit from, and contribute to on-going development of such tools in other contexts. 7.1 Science Operations Architecture and Share of Responsibilities Organizationally, the data analysis (DA) effort will be focused around the COrE Data Processing and Exploitation Center (hereafter DPEC). Though structurally centralized, the DPEC will need to be geographically distributed. It will be composed of two closely interacting and partially overlapping teams, referred to as the Infrastructure Development (ID) and Algorithm Development (AD) teams. The ID team will be primarily responsible for the development of the data analysis framework and infrastructure. It will consist of dedicated programmers and a few supporting scientists, some of which will belong to the AD team as well. The major tasks of this team will include work on databases for storing and retrieving diverse data products as well as a high performance Input/Output layer. Closer to the launch it will be also responsible for creating and streamlining the DA pipeline assembled from the building blocks provided by the AD team. The AD team, will take a responsibility for the development of the DA algorithms and software tools relevant to all stages of the DA. Primarily, it will be composed of dedicated scientists covering a broad range of skills relevant to the DA task. A single, focused team working on all the aspects of the pipeline will ensure a better exploitation of the team resources and coordination of work. The AT team will contribute to the groundwork for the infrastructure design, and later on, will become a primary tester and then user of the DPEC built pipeline. The overlap between the members of both teams will ensure the necessary level of coordination and communication between the teams. Both teams will work together on the DA of the COrE data set once those are available. The DPECs ID team will also manage the major computational resources of the collaboration. We anticipate that at the peak of the DA those will amount to a dedicated, massively parallel 1 PetaFlop/s platform supplemented by high performance and capacity (O(1) PB) storage. 7.2 Archive approach The data will be stored as time ordered raw-data sets (one TORD per detector) during the survey. Cleaned, calibrated timelines will be processed from the TORD, and stored for the subsequent polarized map-making and spectral estimations. Maps and catalogues at each frequencies will then be produced. These final data products as well as the necessary ancillary data (beams, calibration information, etc.) should be archived as part of ESA’s facilities (as the Planck legacy archive), to serve in the long run the scientific community and help it to exploit the extremely low noise and systematics free full sky data set 9 Time-varying sources are detected and masked in this process and then treated separately. 35 produced. The TORD themselves should also be retained in a long term repository, but would only be served on special request after some refereeing process. 7.3 Proprietary data policy The data will be pre-analyzed by the DPEC in the two years following the end of the survey. The resulting data products will be calibrated maps of the Stokes parameters, one for each observed frequency. The DPEC will be in charge of producing a public data release together with the first round of scientific publications on the results of COrE . In order to best serve the community, while remaining realistic concerning the duration needed to analyze such a vast and complex data set to the exacting standards of precision cosmology, we propose an early release of non-CMB data 2.5 years after the beginning of the survey (which itself should be 2 to 4 months after launch ) on the basis of the first two complete sky coverages. Indeed this would provide 15 months of analysis of the first 15 months of survey. While very tight, this should be achievable with extensive pre-launch preparation, and simulation activities assuming the mission goes well. We will analyze during the feasibility study the exact specifications for these early products. One can imagine producing and releasing to the community a COrE Early Compact Source Sample (CoCoSS), as well as some high-frequency maps at 350 GHz and higher, at least the temperature part. The release of the data obtained during the 4 years of nominal mission duration will be two years after the end of the data taking, i.e. about 3 years later than the early release, together with the first round of scientific publications on the cosmological results of COrE . The data products will be calibrated maps of the Stokes parameters, one for each observed frequency and some relevant ancillary data to characterize them ( e.g. beams). The DPEC will be in charge of producing the public data releases. 8 Programmatic and cost analysis 8.1 Overall proposed mission management structure Principal Investigator (PI) Co-PIs (one per institute) Overall Project Manager Local Project Managers (each institute) Co-Is Instrument Scientist (IS) Project Scientist (PS) Calibration Scientist System manager System engineers • Thermal Arch. • Mech. Arch. • Optical Arch. • Elec. Arch. • • Steering Committee PI, Co-PIs, IS, PS, PM Scanning strategy Scientist Level coordinators (for each area) • DPC • Level 1 • • Level n • Level S Instr. Team coordinators (for each area) • Optics • Cryogeny • Electronics • Polarimetry Ground Calib. Sc. In-flight Calib. Sc. Instrument Working Group Data Processing Group Figure 17: Proposed Management Structure for COrE . The mission management structure is summarized in Fig. 17. 8.2 Mission schedule drivers (technology developments, etc.) We do not have astronomical drivers: the measurement of the CMB can be performed any time, and calibration sources are available about twice a year for any launch date. In terms of technology, a successful implementation of the proposal for a launch in the 2010-2012 window of the M3 AO calls for bringing the RHWP to a TRL of 5 by the end of 2014 at the time of the down selection for implementation. This is the main driver. 8.3 Payload/Instrument Cost This section provides a rough order of magnitude (ROM) cost for the satellite and for the instrument. Given the very large commonalities with the Planck mission, of which COrE represents in many ways an ideal 36 COrE Consortium budget Subsystem ROM Cost [Me] Management and Syst. Engineering 3 Rotating HWP assembly 12 0.1 K CC Dilution 11 Feed horns arrays 5 Quasi-optical filters 5 Detector arrays 12 Focal plane integration and test 10 Cold electronics/multiplexer 18 Warm readout electronics 12 Data Processing Unit 5 Instrument Level Integration 10 Instrument Level Tests 10 COrE Instrument sub-total 113 COrE Science Ground Segment 60 COrE Education & outreach 2 COrE Consortium overall cost 175 Potentially provided by FR, IT IT, UK, USA FR, USA IT, UK, USA UK FR, IT, UK, USA FR, IT, UK, USA FR, IT, UK, USA FR, IT, SP FR, IT, SP FR, IT FR, IT Consortium Consortium Table 7: COrE instrumental consortium preliminary cost breakdown. continuation, we have as often as possible taken Planck as a basis for our costing estimate. COrE spacecraft is a direct heritor of the Planck one, reusing nearly all of its flight-proven developments (in particular concerning the overall thermal architecture), with a less demanding orbit around L2, à la Herschel . On the instrument side, COrE has many more detectors than Planck , but uses new technologies for massproduction of these devices. Most importantly, thanks to advances in bolometer technology, there is only one instrument in COrE which can cover all the necessary frequency range. Apart from the obvious saving of removing entirely an expensive instrument which accounted for maybe 40% of the overall instrumental cost, this also results in an easier integration, calibration and management of the system. Overall, this should lead to a significant cost reduction of COrE with respect to Planck . The main subsystems of the instrument will be developed by a single consortium of the scientific institutions involved in COrE , and funded by the national agencies. In table 7 we report a preliminary breakdown of the costs, and we mention countries who are potential providers of these specific subsystems; that list is obviously not closed, but rather destined at showing that there are several interested parties to provide each subsystem. As for Planck , we envisage a substantial involvement of our American colleagues. One should note from Table 7 that we have assumed here that the first element of the optical system, i.e. the RHWP, would be provided by the consortium and that all the (rest of the) telescope would be provided by ESA. We have also assumed that the first part of the cryogenic chain is not part of the instrumental deliveries, considering in particular that some of the possible coolers might very well be industrial deliveries. Only the last part which is bound to be an integral part of the instrument design was kept in the instrument part. 8.3.1 Assumed share of payload costs to ESA Taken at first value, the split of responsibilities/deliveries described in the previous section between ESA and the COrE instrument consortium would lead to an EU countries contribution of 175 Me to cover the instrumental consortium related costs, ESA contributing the remaining 434 Me ( cf. § 8.4 and Table 8, which includes 10% of that estimate of 434 Me as ESA’s internal cost). But we think it might be advantageous to all parties to engage in a collaboration with NASA and our US colleagues at a level up to 130 Me, which is quite compatible with the 200 M$ cap mentioned in the recently released decadal report10 . The general idea of the proposed collaborative scheme is that the USA would both participate at the similar percentage level to the overall cost of the COrE program and to the cost of the instrumental realization and of the science ground segment. Even though it is too early to freeze any detailed choice (before even a pre-phase A study took place), given the array of technologies developed in the USA, it is anticipated that the US contribution, if funded, would naturally lead to provide parts of the focal plane (for instance some of the frequency channels), and of the detectors electronics chain; the RHWP 10 Even after accounting for extra costs on the NASA side like participating in activities during the definition phases, or the scientific exploitation of products during the proprietary phase, often at the 25% level of the DPC cost 37 COrE financial budget [Me] 1. Soyuz Launch 2. Spacecraft 80 374 2.1 2.2 2.3 2.4 Project Office Engineering AIT SVM 2.4.1 Structure 8 2.4.2 Thermal 2 2.4.3 Power 21 2.4.4 AOCS 25 2.4.5 TTC TMCU 10 2.4.2 Avionics 26 2.5 Telescope (Structure+PM+SR) 2.6 Active Cryogenic chain (→ 1.7K) 2.7 COrE Instrument 3. ESA Ground Segment (MOC+SOC) 4. ESA internal cost (∼ 10% of ESA cost) 5. COrE Science ground Segment (DPC, not science) 6. COrE Education & outreach 7. COrE Science exploitation Overall COrE program cost 20 50 10 92 30 59 113 50 43 60 2 619 Table 8: Overall COrE cost breakdown, excluding science exploitation of DPC products COrE Program budget [Me] ESA 349 NASA 130 EU countries 140 COrE program total 619 COrE Program budget [Me] ESA 434 EU countries 175 COrE program total 619 Table 9: COrE program main contribution, excluding science exploitation, in the 2 cases considered. might also be a transatlantic collaboration, as well as the Data Processing. One could also envisage, at the frontier between ESA and instrument provision, the provision by the US of some of the cooling stages (the 3 stages of Planck active cooling chain were provided by 3 different countries, namely the US, UK, and FR), as well as the wheel assembly or the telescope assembly. 8.3.2 Estimated non-ESA payload costs See above. 8.4 Overall mission cost analysis Table 8 summarizes our Rough Order of Magnitude estimate of the overall cost of the proposed COrE program and Table 9 recall the expected breakdown overall between the ESA, EU and non EU countries, considering the case, or not, of a US participation. 9 Communication and Outreach The quest to understand the origins of our Universe has invariably provoked great interest among the broad public. As part of the COrE mission, we propose hiring a full-time communications officer, whose responsibilities would include (1) developing an extensive web-site with information concerning cosmology, particle physics, and inflation suitable for students at a variety of levels, (2) liaising with the scientific and 38 general press regarding the COrE mission, and (3) organizing and publicizing a speakers’ bureau that would bring COrE scientists in contact with school groups. The outreach activities will focus on communicating the excitement of a single mission that has the potential to answer questions ranging from the origin of the Universe, the origin of cosmic structure, neutrino physics, and the origin of stars. To the extent possible we will focus on not just presenting information to the public but to provide immersive and participatory experiences. The COrE website will include opportunities to participate in distributed computing projects related to COrE science objectives, thereby involving the general public in the scientific exploitation of COrE data. In addition, we will develop a presence of the COrE mission on social media with opportunities for the public to interact with COrE scientists. 10 Selected references We provide here an abridged set of essential references concerning the polarization, CMB, and sub-millimeter science and instrumentation. A more complete bibliography as well as supplemental and expanded information relating to certain sections of this proposal may be found the COrE website: www.core-mission.org/proposal/supplements The COrE team has benefited from experience in a variety of suborbital and space CMB experiments, including most notably Boomerang, CLOVER, and PLANCK (http://www.esa.int/SPECIALS/Planck/index.html). We have also benefited from several B-mode polarization satellite studies starting with the Frech CNESsponsored SAMPAN study and the Italian COFIS study of ASI, leading to European B-Pol proposal three years ago. (www.b-pol.org) A more detailed American CMBPol study followed on this heritage, producing a number of useful and detailed white papers, which broadly confirm the conclusions of the present study. In particular, the following papers provide useful details and extensive references: J Dunkley et al., “CMBPol Mission Concept Study: Prospects for polarized foreground removal,” (arXiv:0811.3915[astro-ph]) (2008) A Fraisse et al., “CMBPol Mission Concept Study: Foreground Science Knowledge and Prospects,” (arXiv:0811.3920[astro-ph]) (2008) D Baumann et al., “CMBPol Mission Concept Study: Probing Inflation with CMB Polarization,” (arXiv:0811.3919[astro-ph]) (2008) M Zaldarriaga et al., “CMBPol Mission Concept Study: Reionization Science with the Cosmic Microwave Background,” (arXiv:0811.3918[astro-ph]) (2008) K Smith et al., “CMBPol Mission Concept Study: Gravitational Lensing,” (arXiv:0811.3916[astroph]) (2008) More information is at http://cmbpol.uchicago.edu/. We following publications are particularly relevant: Reichborn-Kjennerud B. et al., “EBEX: A balloon-borne CMB polarization experiment,” Proceedings of the SPIE, Volume 7741, pp. 77411C-77411C-12 (2010) (arXiv:1007.3672) D Chuss, “Quasioptical Reflective Polarization Modulation for the Beyond Einstein Inflation Probe” in Polarization Modulators for CMBPol, J of Phys: Conf. Series 155 (2009). L Verde, H Peiris & R Jimenez, “Optimizing CMB polarization experiments to constrain inflationary physics,” JCAP 0601, 019 (2006) (astro-ph/0506036) de Zotti, G., et al., “Radio and millimeter continuum surveys and their astrophysical implications”, (A&ARv 18, 1) (2010). Lagache, G., et al., “Dusty Infrared Galaxies: Sources of the Cosmic Infrared Background”, (ARA&A Annual 43, 727) (2005) J Fergusson, M Liguori, P Shellard, “General CMB and Primordial Bispectrum Estimation I: Mode Expansion, Map-Making and Measures of fN L ,” Phys. Rev.D82, 023502 (2010) (0912.5516/astroph.CO) A Lewis & A Challinor, “Weak gravitational lensing of the CMB,” Phys. Rept. 429, 1 (2006) (astro-ph/0601594) C McKee & E Ostriker, “Theory of Star Formation,” ARAA 45, 565 (2007) J Delabrouille & J Cardoso, “Diffuse Source Separation in CMB Observations,” (astro-ph/0702198) S Leach et al., “Component separation methods for the PLANCK mission,” A& A 491, 597 (2008) (arXiv:0805.0269) A more detailed bibliography arranged section by section appears on the COrE website cited above. 39