From Mars to Marine Archaeology: A Report on the Jeremy Project Jeffrey M. Ota, Christopher A. Kitts Jeremy Bates, and Aaron Weast Santa Clara Remote Extreme Environment Mechanisms Laboratory Department of Mechanical Engineering Santa Clara University 500 El Camino Real Santa Clara, CA 95053 650-604-0421 jota@scudc.scu.edu Abstract - In August 1998, Santa Clara University (SCU) conducted a marine archeological expedition off the coast of Alaska with the use of a modified Deep Ocean Engineering Phantom XTL underwater remotely operated vehicle (ROV). Conducted jointly with NASA, NOAA, U.S. Coast Guard, U.S. Department of Interior, and the U.S. Navy Arctic Submarine Research Lab, the mission goals were to locate a lost whaling fleet that sank near Barrow, Alaska in 1871 and to test NASA’s underwater 3D mapping technology. Using the stereo image capture and processing system adopted from the Mars Pathfinder mission, the expedition team found positive evidence of a sunken ship near the last known location of the whaling fleet. This accomplishment set a precedence in being the first successful state permitted shipwreck search in the history of Alaska. Named "The Jeremy Project" after the name of the principal student investigator, this project showcases many of the positive aspects of hands-on underwater science and engineering education. Benefits include science driven engineering, simple designs allowing complete understanding of the system, rapid schedule permitting full exposure to the mission lifecycle from conception to field operation, integration of science and engineering students and departments, involvement with multiple external organizations, and the excitement of executing a novel and compelling student mission. This paper reports on the mission and accomplishments of The Jeremy Project as well as the technical systems used in its execution. Finally, the future plans of applying the technology to marine archaeology will be discussed as part of an ongoing program in studentdriven underwater research. Table of Contents 1. Introduction 2. The Jeremy Project 3. Future Marine Archaeology Applications 4. Conclusion 5. Acknowledgements 6. Biographies 1. Introduction Founded in 1998, the Santa Clara Remote Extreme Environment Mechanisms (SCREEM) Laboratory conducts world-class education and research in the development of advanced mission systems capable of operating in remote and extreme environments. SCREEM conducts a variety of yearly projects involving the complete development of robotic vehicles such as spacecraft and underwater rovers. Students then operate these systems during applied missions or expeditions in order to perform scientific studies, to validate advanced technology, and/or to provide educational services. These project-based activities are developed by the SCREEM lab directors to be achievable by small teams of senior-level undergraduates, are student managed and engineered, require the integration of knowledge across a variety of disciplines, and involve development activities across all lifecycle phases. [1] Educational Objectives Traditional engineering education programs typically focus on analyzing and optimizing designs with respect to a specific discipline. Those programs that do engage in system-level design often limit their scope to the conceptual design phase. The SCREEM lab's program takes the next step by developing systems through all lifecycle phases; this includes conceptual design, detailed analysis, prototyping, fabrication, integration, test, and field operation. This broadened scope provides a richer and more realistic experience for students and holds them accountable for the decisions made in the conceptual design phase. Furthermore, the developed systems have a level of complexity that require expertise and analysis in a number of disciplines that typically include Figure 1. The Barnacle Micro-satellite a) sounding rocket configuration (left) and b) orbital configuration (right). structural design, thermal analysis, embedded systems, communications, dynamics and control. Finally, these projects are managed and engineered by students; not only must they justify and engineer their systems, but they must also manage the tasks and resources required to support the project. This approach requires several strategies to properly scope the projects and to provide meaningful educational experiences. Simplicity allows all involved students to understand the overall system and permits timely completion. Early prototyping serves to explore the design problem and to allow the team to gain a sense of its own capabilities. Low-cost albeit often risky approaches permit the projects to be completed within the available monetary resources. And the use of formal managerial and design methods both serve to teach these techniques as well as to add a conceptual structure to the project. In order to develop this educational strategy, the SCREEM lab has instituted two programs to incorporate these principles into both spacecraft and underwater ROV projects. The ParaSat Spacecraft Program SCREEM’s spacecraft program has the goal of producing student managed and engineered spacecraft that contribute to the educational experience while also providing a platform capable of supporting inexpensive albeit risky space experiments [4]. Named the ParaSat space flight program, this initiative relies heavily on the use of corporate donations, reengineered commercial off the shelf (COTS) equipment, HAM radio communications, battery power, and simple operational strategies. Configurations are modular with general volume and mass limitations of one cubic foot and 15 kilograms, respectively. The development time for these systems is less than one year, and the orbital lifetime is on the order of days or weeks. Cash equipment budgets are targeted at $5,000, limited or no functionality for several subsystems is permitted, and permanent attachment to spacecraft and/or rocket stages is considered acceptable. Figure 2. The Artemis picosatellite The first ParaSat spacecraft, named Barnacle, is currently being prepared for launch on board an experimental sounding rocket in late 1999 [5]; a second version of this same design is also being considered for an orbital launch in early 2000. See figures 1 a) and b), respectively. Barnacle’s missions include characterizing experimental sensors and validating the space operation of a new low cost spacecraft computer. Barnacle was developed in less than one year, involved six undergraduate engineering students, and required a cash budget of less than $7,500. The second ParaSat spacecraft is a hockey puck-sized picosatellite [2] (see figure 2) that was built by Artemis, a team of six female engineers. The project is part of Stanford University’s Orbiting Picosatellite Automated Launcher (OPAL) spacecraft and has been delivered for a launch in September 1999. The Artemis picosatellite missions include testing the feasibility of the picosatellite concept and conducting a science experiment using multiple picosatellites to research the effects of lightning on the outer ionosphere. Much like Barnacle, Artemis was developed and delivered in less than one year and will also be required to keep a cash budget of less than $7,500. Underwater Rover Program SCREEM’s underwater rover program commenced in early 1998 with a student team refurbishing and operating NASA’s TROV (Telepresence Remotely Operated Vehicle) underwater rover as a demonstration for the Arctic and Antarctic Access Workshop hosted by NASA, NOAA, and the US Coast Guard. Although this project did not have all of the design requirements of the ParaSats, it launched SCREEM’s interest in underwater research. One of the major issues facing the lab directors was how to abstract the engineering education that worked with the spacecraft development and apply it to underwater ROV development. Although the medium was completely different, the extreme nature of the underwater environment provided its own unique set of design challenges that required an equivalent amount of analysis as the vacuum of space. The “coolness” factor also worked in the favor of the ROV, so the initial decision was to keep the development philosophy as similar as possible for both the spacecraft and underwater programs and to slowly build experience in ROV development. Before initiating the development of SCREEM’s first ROV, the major questions that needed to be answered were whether undergraduate students were capable of handling the rigors of being the principal investigator on a real science mission and if the ROV design and operation were too complex for them to manage. The Jeremy Project, showed that undergraduates could indeed handle these tasks, and as a result, funding was appropriated for the development of the new ROV, Triton, which is discussed later in the paper. 2. The Jeremy Project In April 1998, SCREEM continued its quest to develop underwater ROV experience and assess the feasibility of abstracting the ParaSat educational model by developing an Arctic expedition that relied heavily on student support. The mission was scoped to give a marine archaeology student and an engineering student the operations experience necessary to intelligently design an ROV in the upcoming academic year. The science and engineering missions which were developed in cooperation with NASA, NOAA, US Coast Guard, and Deep Ocean Engineering (DOE), included testing the operational usefulness of an ROV for marine archaeology and to test the feasibility of using Mars Pathfinder 3D imaging capture system and processing methodology for marine research [6]. Scheduled for deployment in August 1998, this expedition would test every crucial element of the SCREEM ROV program. Could an undergraduate student serve as a principal science investigator? Could an undergraduate student be the lead engineer on an underwater ROV? For this mission, Jeremy Bates, the SCU marine archaeology student who helped initiate the TROV restoration project and whose name was used for the project title, was offered the assignment of principal investigator to research the details of the 1871 New Bedford Whaling Fleet disaster and define the science requirements for the mission. Although it was well known that 32 of the 39 ships got trapped in the ice floes off the northwest coast of Alaska and eventually sunk after being crushed by the moving ice, no one knew Figure 3. Deep Ocean Engineering Phantom XTL where the ships now were. From the captain’s logs, there were old coordinates based on the position of magnetic north in 1871, so Jeremy had to perform a fair amount of calculations to try and narrow down the search area. It was also Jeremy’s job to interface with Alaska officials to get the necessary permits and work with the US Coast Guard officers during the expedition to help place the ship in the nearest estimated location. Although the lab had limited experience in building ROVs, it had a lot of experience in ROV maintenance, restoration, and operation. For the Arctic mission, Deep Ocean Engineering (DOE) donated the use of its Phantom XTL (see figure 3) vehicle and Aaron Weast, a Mechanical Engineering junior at SCU who led the TROV restoration project, was offered the opportunity to intern at DOE and get trained as an XTL operator. This arrangement gave Aaron the skills to earn the assignment of vehicle manager. As the vehicle manager, it was Aaron’s job to ensure that the ROV worked properly in the Arctic, and he was responsible for piloting the vehicle and integrating the 3D stereo camera hardware and electrical interface for the mapping mission. In addition to Jeremy and Aaron, Alex Derbes, a computer programming NASA intern from Case Western Reserve University in Ohio, along with advisor Jeff Ota developed the software and hardware configurations for capturing the necessary stereo images that would work properly with the Mars Pathfinder stereo pipeline [5] developed by the Intelligent Mechanisms Group at NASA Ames. The missions were established, the students were in place, so now the big question was if they could do it. The Arctic Expedition Student Science Principal Investigator–Jeremy had no previous field experience in marine archaeology, so for him it was a chance to put his theoretical knowledge and his leadership abilities to the test. For the SCREEM directors, this mission would answer the question of whether undergraduates were capable of leading a major scientific effort. Due to his limited experience, Jeremy worked hard to establish ties and learn from professional archaeologists. At Santa Clara, he teamed with Professor Russell Skowronek, an anthropology professor who had a wealth of previous experience in marine archaeology. For the permit process, Jeremy along with Professor Skowronek and Dr. Phil McGillivary, science liaison for the US Coast Guard, worked with Michelle Hope of the US Department of the Interior Minerals Management Department in Anchorage to help smooth the process of being granted the first ever State of Alaska permit to search for shipwrecks in Alaskan waters. After a long period of negotiation, Jeremy and Professor Skowronek were granted the permit, and after a summer of researching estimated the ships to be. After anchoring at the spot, the team got an overview of the site and met to develop the new plan. The team decided to first image the Polar Star propellers to deliver on the mission to capture underwater stereo images and build them into the 3D meshes using the Mars Pathfinder image processing system (see figure 5). The capture system included two black-and-white Sony XC-75 cameras custom mounted on the Phantom XTL for stereo imaging. The images were captured on a PC and then transferred to a Silicon Graphics Workstation and a Macintosh Powerbook G3 (not shown) for processing and viewing. Figure 4. The USCG Polar Star the 1871 fleet, Jeremy was ready to start looking for the shipwrecks. On the US Coast Guard Icebreaker, Polar Star (see figure 4), Jeremy assumed the lead role for the team when the ship neared the estimated coordinates. With a solid summer of research to back him up, he earned the respect of the Coast Guard officers, and along with Michelle Hope, he developed a plan to find the ships. Working with the US Navy Arctic Submarine Lab personnel, who brought a side scan sonar to help locate the positions of the wrecks, a “high probability” scanning area was established to increase the chance of a sonar “hit” or indicator that there was some anomaly on the sea floor worth looking at with the ROV. This sonar methodology was the standard in shipwreck searches, so much of the planning was straight forward. However, before it could be used to do any searching, the sonar shorted out, and Jeremy was left with only an ROV to do the search. As a comparison, a side scan sonar can survey approximately 5 square miles in 5 hours while an ROV can survey less than 100 square yards in five hours. This major equipment failure forced Jeremy to completely rescope the mission in less than a day. After consulting with the team, Jeremy decided to move the Polar Star in the middle of the region of where he Aaron then suggested practicing a radial search pattern away from the side of the ship, so the ROV could cover a larger area. This on-the-fly method of planning was typical on the ship as both environmental and logistical conditions often changed daily. With the strategy agreed upon, the team prepared the equipment to execute the plan. The propeller images (see figure 6) were captured with relative ease and later processed into 3D meshes that were then stitched together [7]. Then on the second radial search, the team noticed some ridges on the normally flat, featureless Arctic Ocean floor. After Aaron flew around the site, the video evidence led the team to believe that the features seen were in fact, man made. Jeremy requested that the US Coast Guard and Navy SCUBA divers inspect the site, and a day after the discovery of the site, the divers confirmed that the under the mud covered ridges, there was a wood structure that was indeed part of a ship. Despite his lack of experience, Jeremy’s extensive research on this history and location of the site during the summer preparation combined with solid leadership qualities gave him the ability to not only lead the mission but to make major mission changing decisions midway through the expedition. There were many occasions of “rookie mistakes,” but what the team lacked in experience it more than compensated with youthful enthusiasm and energy. Mars Pathfinder 3 D Visua lization an d Ana lysis Tools for Marine Research Genloc ked Stereo Video Lines PC SGI O 2 Dig i tal Vide o Capture Board Mars Pathfin der Stereo Pipeline Phanto m XTL Tw o (2) Black -and-Whi te cam eras m ounte d for ste reo visi on Figure 5. The stereo imaging system block diagram. Mesh stitch in g software VRML Viewer Figure 6. The Stereo Pipeline output from a single stereo image is taken using the two- camera configuration. The model on left is viewed with texture while the model on the right is the same model rotated 90 degrees and viewed as a wireframe. The success of this mission indicated the great potential of giving a student the opportunity to be the principal investigator of a major expedition. However, there were some big lessons learned throughout this trip that helped make this a success. The first was to carefully scope the project so that it pushes the student’s ability yet is very achievable. The second was to make the project interesting enough to motivate the student to do the extra work necessary to help guarantee a success. 3. Future Marine Archaeology Applications The unanticipated level of success of the Jeremy Project helped establish a strong inter-disciplinary tie between the Schools of Engineering and Anthropology at Santa Clara University (SCU). Using Triton, the ROV funded by a development grant by SCU’s Technology Steering Committee, the SCREEM lab along with an anthropology professor with marine archaeology experience at SCU are establishing a program to further develop the Mars Pathfinder 3D imaging methodology for underwater research to map marine archaeological sites. them the opportunity to work closely with people in other disciplines to develop a unique synergy between traditionally unconnected fields. With the ROV program now building a vehicle per year, the SCREEM lab is working closely with the Anthropology department to establish a coordinated test, development, and expedition schedule to prepare the use of the ROV for implementing new techniques and methodologies for performing marine archaeological work. TRITON The first SCREEM-built ROV, Triton (Figure 7), was originally designed to carry a Zero Angle Photon Spectrometer (ZAPS) probe designed by Oregon State University to search for hydrothermal vents in Antarctica. The mission was titled the Oregon State Santa Clara Extreme ROV (OSSCER) and is now tentatively scheduled for 2001. Working within the scientific requirements given by the researchers, the vehicle was The intent is to demonstrate to potential marine archaeology students the new underwater research tools available to them by coordinating expeditions that perform a mission and educate the students on the capabilities of the ROV. For the engineering students, it gives them the opportunity to work with a new set of scientists as an external customer and gives them more opportunities for deployment experience with an ROV in the open water. For the SCREEM directors and affiliated researchers, it is a chance to develop new technologies and perform groundbreaking research that includes the students in the process. Much like the Jeremy Project, the hope for the program is to inspire the students early in their college lives into thinking about marine science and engineering and give Figure 7. Triton being deployed into the Monterey Bay off of the R/V Ed Ricketts. completed in June 1999. With Triton’s original mission now more than two years away, a full testing and development program was built to support both marine archaeology and marine biology research while Triton was uncommitted. During the summer of 1999, the vehicle was deployed in the Monterey Bay for both engineering tests and marine biological research. Experience gained in these deployments will be heavily used to help modify Triton to become a shallow water (less than 300 meters) biological and archaeological research workhorse. S.S. Pomona Triton’s first archaeological mission will be the a trial run in Fort Ross cove, California. This research will represent the collaborative efforts of San Jose State University, Santa Clara University, the United States Coast Guard, NASA Ames Research Center, and the California State Parks and Recreation. The summer project, focusing on the S.S. Pomona, a steamship built in 1888 that sank in 1908, will present new environmental challenges: surge, low visibility, and marine plants (kelp). One of Triton’s main tests will be to image the ship and further develop the accuracy of the 3D technologies mentioned previously in this paper. The long term goal will be to map the entire site, but for this specific mission, Triton will be testing how realistic it could be to capture accurate 3D images of a sunken vessel that is more intact than what the Jeremy Project found. The engineering results from this mission will help determine the requirements for future development of instrumentation and logistical operations for Triton as an archaeological research vehicle. It is hoped that Triton evolves into a versatile research platform that can be easily modified and deployed for any archaeological or biological mission that requires the vision-based 2D and 3D imaging technology that was originally developed for the Jeremy Project. 4. Conclusion Undergraduate students can perform ground breaking scientific and engineering research. When a project that involves a design that requires survival and operation in extreme environments, teams of students are easily motivated to follow the requirements-based, hands-on engineering educational process that the SCREEM lab is developing. For the Jeremy Project, the students successfully delivered on every task given to them. The engineering student adapted the stereo image capture and processing system from the Mars Pathfinder mission [6], and with it the archaeology student found found positive evidence of a sunken ship near the last known location of the whaling fleet. This accomplishment set a precedence in being the first successful state permitted shipwreck search and find in the history of Alaska. Overall, the Jeremy Project went surprisingly well. However, the expedition did not go without its own set of problems. Costs for travelling to these extreme destinations are prohibitively high, so funding was always a major issue right down to the day before we boarded the ship. Planning specific dates to embark and disembark the Polar Star was difficult due to the variance in the Arctic Ocean sea conditions, and as a result, last minute travel changes added to the already high cost of the mission. Although this experience was well worth the resources spent, it would be logistically difficult for a student-based lab to support these missions to the polar regions every year. Essentially, the project was too big in scope to be repeatable. As a result, the lab has pursued a closer relationship to Monterey Bay and other local marine researchers who are only a short drive away. Both marine biologists and archaeologists have provided Triton with funding and missions that will fulfill the requirements for both the SCREEM lab education and their senior design project requirements. With the completion of Triton, the lab now has a working vehicle on which engineering students can gain experience with underwater ROV development and deployment issues. Working in concert with the archaeology department, the SCREEM lab is planning subsequent projects that will attempt to design, build, and deliver an ROV and potentially an autonomous underwater vehicle (AUV) from scratch. When this capability is achieved, hopefully by the 1999-2000 school year, the goal is to standardize the education for both spacecraft and underwater rover development and offer a very similar design project experience in two very different worlds. The Jeremy project showcased many of the positive aspects of hands-on science and engineering education. Benefits include science driven engineering, simple designs allowing complete understanding of the system, rapid schedule permitting full exposure to the mission lifecycle from conception to field operation, integration of science and engineering students and departments, involvement with multiple external organizations, and the excitement of executing a novel and compelling student mission. 5. Acknowledgements The authors would like to thank all of the particpating organizations and the individuals that helped make this mission a success. Due to the last minute nature of the expedition, funding was always an issue and without the funding support of Ray Highsmith and Geoff Wheat of NOAA/West Coast and Polar Regions Undersea Research Center, Phil Kesten of the Santa Clara University Technology Steering Committee, Terry Shoup, Santa Clara University School of Engineering Dean, Santa Clara University Engineering Alumni Board, Phil Ballou of Deep Ocean Engineering, Phil McGillivary of the US Coast Guard, and Carol Stoker of NASA Ames Research Center, this mission would not have been possible. Also, we would like to thank organizations such as the Intelligent Mechanisms Group at NASA Ames for providing the Mars Pathfinder stereo pipeline code and the engineering and software support, the US Navy Arctic Submarine Lab for providing the use of the side scan sonar, the US Park Service for funding the travel costs for the Navy personnel and the sonar, the Department of Minerals Management for allowing archaeologist Michelle Hope to work on the project, the state of Alaska for granting the permit to make this all possible, and the Monterey Bay Aquarium Research Institute for engineering and logistical support. 6. Biography Jeff Ota is the co-director of Santa Clara University's SCREEM lab and an adjunct instructor at SCU. He works full-time as a research engineer in the Space Projects Division at the NASA Ames Research Center. His responsibilities include developing telerobotic 3D imaging systems for automated rover control and serving as the project leader in field tests and expeditions to the Arctic and Antarctic. Jeff has a BS in Engineering, an MS in Aeronautical and Astronautical Engineering, and is currently a doctoral student in Mechanical Engineering at Stanford. REFERENCES [1] J. Ota, C. Kitts, J. Bates, A. Weast, and R. Skowronek, “The Jeremy Project: A Case Study in Undergraduate Science and Engineering Education” In Proceedings of the 1999 IEEE Aerospace Conference, Snowmass, CO, March, 1999 [2] M. Breiling, C. Hu, et. al, “The Artemis Project: Picosatellites and the Feasibility of the Smaller, Faster, Cheaper Approach” In Proceedings of the 1999 IEEE Aerospace Conference, Snowmass, CO, March, 1999 [3] A. Weast, J. Ota, C. Kitts, C. Bulich, A. Laurence, C. Lwin, T. Wigle, "Integrating Digital Stereo Cameras with Mars Pathfinder Technology for 3D Regional Mapping Underwater", In Proceedings of the 1999 IEEE Aerospace Conference, Snowmass, CO, March, 1999 [4] C. Kitts and J. Ota, "The ParaSat Space Flight Program", Invited for publication at the International Astronautical Federation Specialist Symposium: Novel Concepts for Smaller, Faster & Better Space Missions, Los Angeles, April 19-21, 1999. [5] J. O’Boyle, et. al., “The Barnacle Microsatellite”, 12th AIAA/USU Conference on Small Satellites, August 31 – September 3, 1998. [6] C. Stoker, E. Zbinden, T. Blackmon, et. al., “Analyzing Pathfinder Data using Virtual Reality and Super-resolved Imgaing”, Journal Research, February 14, 1998. of Geophysical [7] A. Derbes, J. Ota, “Mars Pathfinder Robotics Visualization Applied to Sub-marine archaeology”, In Proceedings of the 1999 Underwater Invervention Conference, New Orleans, LA, January 1999