LIEF Project Plan Jeremy Mould & Jon Lawrence

Agenda KISS Kickoff Meeting 12/3 0900JM/LWMeeting overview / Skype 0930Science requirements ETC 1000XYTelescope & optical design Break 1100JLOptical/cryostat/thermal/system 1200MCBAControl system/interfaces Lunch 1400JLSystem/data pipeline 1500LWDeployment/logistics 1600 or FridayJM Project management

Kunlun Infrared Sky Survey

Document Scope project definition plan for AST3-NIR Antarctic instrument project, – funded via a successful ARC LIEF grant includes instrument high level aims & objectives, – key project personnel, – the proposed concept, – budget, and schedule, – assessment of key risks at initialisation phase

Project Aims Primary aims of this project are to: conduct a deep high-cadence wide-field K dark infrared sky survey (KISS) from Antarctica; enhance Australia/China/US collaboration in Antarctic astronomy; gain knowledge on operation of & procurement for IR detector arrays to be used in Antarctica.

Project Objectives Design & build a wide-field K-band imager for AST3- NIR telescope – AST3-NIR telescope is designed & built by NAOIT; Integrate & interface imager with AST3-NIR telescope – location for integration to be determined, – possibly U Tas in Hobart per John Dickey & Andrew Cole Support commissioning activities (in-person and/or remotely) for the AST3-NIR telescope + instrument in Antarctica – at Dome A, South Pole, or Dome C.

KISS LIEF proposal Investigators Jeremy Mould (SUT) as Lead Investigator Karl Glazebrook (SUT) as Chief Investigator Michael Ashley (UNSW) as Chief Investigator Michael Burton (UNSW) as Chief Investigator Lifan Wang (TAMU) as Partner Investigator Ji Yang (PMO) as Partner Investigator Anna Moore (Caltech) as Partner Investigator Jon Lawrence (AAO) as Partner Investigator Peter Tuthill (USyd) as Chief Investigator Mike Ireland (ANU) as Chief Investigator.

Key instrument project roles Jeremy Mould (SUT) as Lead Investigator Jon Lawrence (AAO) as Project Leader Julia Tims (AAO) as Project Manager Jessica Zheng (AAO) as Instrument Scientist Nic Bingham (AAO) as Control System Engineer Michael Ashley (UNSW) as Control System Lead Xiangyan Yuan (NIAOT) as Telescope Lead Scientist

Ownership “The instrument developed and all materials procured for the instrument project will be owned by Swinburne and made available on- loan to the project team for the duration of the project” – i.e. to the end of the KISS survey phase this is of no consequence for the science – and doesn’t apply to the telescope or its other attachments, such as the data system

Science case Science case (more detail in LIEF text) includes: supernovae, exo-planets, variable stars, AGN reverberation mapping, gamma-ray-bursts, young stellar objects, young massive stars, cosmic infrared background.

Concept Baseline instrument concept consists of 2.5  m cut-off HgCdTe detector array, mounted in a cryostat with internal baffling, K dark filter and optically powered window camera mounts to flange on telescope providing focal control. Narcissus mirrors mounted on telescope structure are used to reduce thermal emission – rather than a cold stop within the cryostat. instrument includes control system – interfaces with AST3 telescope & PLATO Supervisor computer.

Detector Array & Cryo System Supplier of detector array Baseline is Teledyne; Also to be explored is Selex ES, a European company who may be offer an alternative without ITAR restrictions. Array size and configuration Baseline and preferred option is science grade H2RG (2k x 2k); De-scope options include engineering grade H2RG (with contiguous 1k x 1k region), and science grade H1RG (1k x 1k array). Detector and cryo system supplier Baseline is Teledyne+GL Scientific to supply detector with detector mounting plate and SIDECAR ASIC focal plane electronics – AAO to design cryostat body, cooling & vacuum system, baffling, window mount, & filter holder – Alternative #1 is Teledyne+GL Scientific to supply complete winterised detector/cryo/controller system – Other alternatives to be explored.

Telescope Interface Telescope configuration AST3-3 is a clone of the AST3-2 telescope but with a folded Nasmyth focus – this telescope is currently in the construction phase; AST3-4 Cassegrain-focus infrared-optimised telescope with the same mirror diameter as AST3-2 (i.e m). – likely to have superior performance for AST3-NIR camera – currently unfunded with a longer lead time. A preliminary optical design exists for this telescope A larger telescope with 1 m diameter (unfunded).

Telescope Telescope mount Alt-Azimuth or Equatorial Telescope location Preferred option is Chinese Kunlun station at Dome A; – Alternatives (due to ITAR restrictions) are US Amundsen-Scott South Pole station or French-Italian Dome C station. Telescope/instrument integration Preferred option would be to integrate & test instrument with telescope in China, but this is unlikely due to ITAR Camera integration may be at Swinburne (pending lab space) Camera/telescope integration may be at U Tas in Hobart (lab space available)

Outside Scope Following activities not within scope of project but are essential : AST3-NIR telescope & telescope control system: To be provided by NIAOT. Deployment & logistics to & in Antarctica: To be provided by PRIC or NSF OPP. PLATO power supply: existing PLATO-A power supply module does not provide sufficient power for AST3-1, AST3-2, and AST3-NIR & instrumentation. – new module is required – likely dedicated to AST3-NIR+instrument. – this is currently not funded. Operations: Observatory and telescope operations are not included within project scope. To be provided by NAIOT+UNSW. Survey program: Development and management of science cases & observing program to be provided by science team(s) coordinated by Lead Investigator. – See preliminary KISS plan for M.Burton, M.Ashley and team roles Data pipeline: Under this project a functioning software/control system will be provided with limited capability to transfer data or for image analysis. A more sophisticated on-site data reduction pipeline is not currently assigned or funded. Capability to create source catalogs on site is required. Data archive is allocated to ANU according to the LIEF.

Project subsystems (WBS) Systems & Management: Project management, systems engineering and instrument requirements management Interfaces: Development of interface specifications and drawings for telescope, detector, and electronics/control systems Detector & Controller: Design & procurement for detector & detector controller Cryostat System: Design & procurement for cryostat body and cryo-controller; Control System: Design, procurement, & assembly for instrument controller. Software: Development and testing of low level control software and high level instrument control and interface software; AIT: Camera sub-system integration & testing, and integration of camera with telescope to occur within Australia. – If integration in China is allowed, additional travel funding will be required.

Anticipated Scheduled Milestones ID Milestone CompletionDue Date 0 Preliminary discussions with DoS re: ITAR January Project Kick-off (Meeting at HKU) Feb.– Mar Requirements Review June Detector & Interface Specification July RFQ Teledyne August Contract Negotiation (Detector) September Purchase Order (Detector) October PDR (De-Scope Option)December SAIL Readiness Review at SUT July Procurement Lead-time (Detector) November Float Procurement Lead-time (Detector) January AIT Feb. – June Camera Pre Delivery Review Late Shipping to Antarctica Nov Commissioning Jan Science Survey commences Feb. 2018

Management AAO’s Project Leader and Project Manager will manage the camera project. Lead Investigator’s role will be to provide sign- off on the Instrument Requirements and take responsibility for all high-level decisions – e.g. design trade-offs. Lead Investigator will have responsibility for developing science teams & survey program.

Project Reviews Consistent with similar sized instrument projects at AAO, there will be no formal external reviews. There will be a series of internal reviews – as given in the scheduled milestones: Requirements Review, Final Design Review, SAIL Readiness Review, Camera Pre-Delivery Review. These reviews will involve a subset of: – LIEF team – AAO/SUT/UNSW project team – representatives from the NIAOT telescope team.

Work Distribution Option A In this model, AAO will be responsible for overall management and systems engineering of project and for the design and procurement of all components. AAO will be responsible for assembly and testing of instrument control electronics and software – some fraction possibly subcontracted to UNSW SUT will be responsible for AIT of detector and cryostat subsystem, & overall instrument system integration & test – These tasks will occur at SUT laboratories – employment of a new SUT detector engineer. AAO and SUT will both contribute to the telescope integration and commissioning support activities

Work Distribution Option B In this model, all available funds ($1,175k) will be transferred to the AAO – responsible for all aspects of camera project, including management, systems engineering, design and procurement, & assembly & testing. – NB: Some fraction of the control system may be sub-contracted to UNSW.

Contracts MIA will distribute all project funds to SUT. After MIA signed, subcontract will be prepared to arrange for transfer of funds between SUT & AAO subcontract specifies detailed Statement of Work – based on an AAO template – previously used with other Australian unis for LIEF

Preliminary Risk Assessment (in order) US export license for Dome A denied  move to South Pole Aust. export license for Dome A denied  move project to SP US export license for South Pole denied  re-evaluate Australian export license for South Pole denied  re-evaluate US export license for China denied  integration in Australia No funds to fill funding shortfall  de-scope to H1RG Project estimate too low  de-scope to H1RG No SUT funding for lab  camera AIT at AAO, SUT engineer to AAO for assembly; No SUT detector engineer  camera AIT at AAO using AAO personnel SUT detector engineer not well qualified  camera AIT at AAO No SUT detector engineer overlap with detector delivery  SUT to extend position; Detectors (long lead item) are delayed  project is delayed; Partners do not contribute full amount  de-scope to H1RG; Scope creep  de-scope to H1RG; Power module not funded  replace AST3-1 and AST3-2 or deploy to South Pole; Deployment (Dome A) not approved by PRIC  project delayed; Deployment (South Pole) not approved by US NSF  project delayed

Team plan Dec 2014SROSend out MIA to partners AAOOrdering H2RG: contact ITAR J. MouldAdvertise with SPIE for Engineer Feb 2015Project kickoff meeting SUT DevelopmentFind donor to equip SAIL All partnersSign MIA and return it to SRO March SROInvoice TAMU, Sydney, ANU, UNSW AAO Put $80k in escrow for design work at AAO M. Burton Form KISS Science Team, study impact of descope options 1,2 M. Ashley Form KIS Survey Management Team

Team plan 2 AprilAAOCommence detailed design JuneA. MooreOrganize PDR at AAO JulyAAOPay itself $80k & invoice SUT for $20k M. BurtonScience Team report AugustD. HicksOrganize CDRs at AAO and NIAOT OctoberAAOPlace purchase order for detector NovemberAAOIf CDR satisfactory, invoice SUT for up to $100k design work AAO & SROProcure all material against $773k budget* 2016Mould & Wang If ITAR OK, discard SPole descope option 1 JulyA. MooreSAIL Readiness Review at SUT Mould & Lawrence If review successful, discard 1K array descope option 2

Team plan 3 SeptemberSUT VCOpen Swinburne Astro Instrument Lab DecemberD. HicksSupervise project handover AAO to SAIL Feb 2017SAILAss-Integrate-Test camera subsystems MarchA. MooreSurvey & System Software Review at SUT AprilM. AshleySurvey Management Team report MayM. IrelandData Management Review JuneSAILAIT camera system JulyUNSWSurvey power review AugustD. HicksCamera Pre Delivery Review SeptemberXiangyan YuanAIT telescope NovemberSAILShip camera to Hobart for integration with telescope Feb 2018M. Ashley & PMOCommissioning

Kickoff Meeting Summary 12/3/15 Jeremy MouldSwinburneCo Lead Investigator (Camera) Lifan WangTAMUCo lead investigator (System) Nick SuntzeffTAMUVisitor Shihai YangNIAOTControl system engineer Haiping LiNIAOTOptics Haikun WenNIAOTMechanical design Xiaoyan LiNIAOTControl software & remote ops Xiangyan YuanNIAOTOptical design & telescope mngmt Vlad ChurilovAAOMechanical and system engineer Jon LawrenceAAOLead camera project Michael AshleyUNSWControl systems and power Jessica ZhengAAOInstrument scientist

By phone Michael BurtonUNSWScience Team Chair Peter TuthillSydneyChief Investigator Michael IrelandANUChief Investigator, Data archive Julia TimsAAOProject Manager

Management Jeremy Mould will make an org chart Jessica Zheng will make an ETC Michael Burton will create and maintain a set of science requirements Jeremy & Lifan will consider the composition of an External Advisory Committee

Telescope We agreed that the baseline plan is to design mods to AST3-3 to meet the science reqs, not to propose AST3-4. Jessica & Haiping will work on baffle design to meet the science requirements. – This is preferred to changing the speed of the telescope beam, or changing the bent Cassegrain design. – They will also specify the mirror coatings (gold or …..). Environment control Jon, Michael, Xiangyan, Vlad will develop a thermal model of telescope. Some of the resources to maintain optical transmission & thermal equilibrium are CaH absorber, ITO, waste heat. AST3 only monitors temp of encoder not tube but some Mohe data exist.

System requirements Science = Jessica Transport = PRIC Operation, includes telescope, services, ops, environment, work. Sunpower cryocooler will be used. To handle outgassing of plastics, getter will be used. Vlad, Xiangyan and Haikun will study the focus mechanism to avoid duplication if possible. Jon, Xiangyan and Jessica will study other optics issues, such as the edge treatment of the fold mirror. Control system Michael talked about power system redundancy, power down modes, transients (ESD & EOS), testing manufacturers’ specs, maximizing software control.

Detector ANU currently has most Teledyne experience. Cognizant engineer to visit AAO Jeremy Mould and Nick Suntzeff will develop a calibration strategy. (Is a shutter required?) Computers Can we develop hardware and software standards for the project? Shihai Yang, Xiaoyan Li and Michael will review the computer architecture of AST3-2. Can it be improved? Should we use new low power processors and He filled disks?

Interface Control Document TBD Xiangyan will develop a schedule for the NIAOT work and compare with the schedule for AAO work. Jeremy will add a software review to the team plan. When is the science project complete? Backup deployment plans Lifan will write an NSF OPP proposal. – Jeremy will develop an iPeV proposal. Data Management Michael Ireland will develop a technical data management plan. This does not include any changes to the AST3 collaboration’s data access policies. There will be data releases to the community.

Filter Peter Tuthill will study the impact of changing Kdark’s Delta lambda from 0.18 um. There is no filter wheel in the baseline design. Enabling data Jeremy will list our needs New policies Lifan will consider a policy to support instrument builders. Next meetings SCAR AAA Hawaii August Nanjing Meeting 2015 end