= SHARK-NIR Commissioning Plan (SHARK-NIR-INAFP-COM-001 Issue 0.6)= [[TOC(inline)]] == Issue Change Record == || '''Issue No.''' || '''Date''' || '''Section Affected''' || '''Reasons / Remarks''' || '''Initials''' || || 0.1 || 02-Feb-2021 || All || New document || KRA || || 0.2 || 24-Apr-2021 || All || updates in Phase 3 and 4, change in duration || KRA || || 0.3 || 14-Jan-2022 || All || Minor corrections and additions || KRA || || 0.4 || 28-Feb-2022 || First page, Phase 1 (especially P1.3, P1.4, and P1.6) || LBTO Support is removed from the table. It can be seen inside individual activities. Minor modifications in accordance with RFA-78, RFA-79, RFA-88. || KRA || || 0.5 || 17-Mar-2022 || P1.3 activity ||Added a picture showing the space taken by the SHARK-NIR system in cleanroom (Padova)|| KRA || || 0.6 || 21-Apr-2022 || All ||Re-arranging the Phase1, Phase 2, and Phase 3 in terms of actual runs to LBT. Also updating the activities according to latest information and experience|| KRA || == Applicable Documents == || '''No.''' || '''Title''' || '''Number & Issue''' || || AD1 || SHARK-NIR Schedule || SHARK-NIR-INAFP-SCH-001 Issue 1.3 || || AD2 || SHARK-NIR SHINS Interface Control Document || SHARK-NIR-INAFP-ICD-002 Issue 0.6 || || AD3 || SHARK-NIR Installation Plan || SHARK-NIR-INAFP-MAN-001 Issue 2.1 || || AD4 || SHARK-NIR Calibration Procedures || SHARK-NIR-INAFP-MAN-004 Issue 0.2 || || AD5 || SHARK-NIR System Design Analysis ||SHARK-NIR-INAFP-SDA-001 Issue 1.2 || || AD6 || SHARK-NIR Cryostat Procedures ||SHARK-NIR-SO-MAN-001 Issue 0.4 draft || || AD7 || SHARK-NIR Science Cases ||SHARK-NIR-INAFP-SCI-001 Issue 0.1 || || AD8 || SHARK-NIR Integration & Commissioning Schedule ||SHARK-NIR-INAFP-SCH-002 Issue 1.0|| || AD9 || Observing Blocks Template Manual ||SHARK-NIR-INAFP-MAN-002 Issue 0.1 (not released yet)|| || AD10 || Packing, Handling, Shipping and Transportation (PHS&T) Plan ||SHARK-NIR-INAFP-PLN-002 Issue0.2|| || AD11 || Handling equipment design description ||SHARK-NIR-INAFP-DES-006 Issue0.2|| == Introduction == This commissioning planning document lays out and details the activities needed to bring SHARK-NIR online for __single-eye shared-risk scientific exploitation__ (the binocular observations with SHARK-VIS or trinocular with SHARK-VIS & LBTI are out of the scope of this commissioning plan). The document incorporates activities starting from the unpacking of the boxes at the LBT mountain bay to the early science (or science verification) at its final destination on the LBT platform. Although called the commissioning document, it lists the pre-commissioning, commissioning, and science verification activities. The activities are classified into three phases. **Phase 1**: We start by inspecting the boxes at LBT mountain bay, unpacking, and installing the instrument at the mountain lab (clean room) for alignment verification and functionality checks. All of these are daytime activities. This forms the content of the __PSR-09 Preliminary Laboratory Integration & Test (I&T) Procedure__ (at LBT). [Pre-commissioning: Unpack, assemble, and clean-room verification] **Phase 2**: The activities start from the installation of SHARK-NIR at the SX central bent Gregorian focus of LBT, followed by preliminary functional checks, aligning SHARK-NIR to the telescope (daytime), and daytime closed dome engineering/technical testing. All of these are daytime activities. [Pre-commissioning: Installation, functional checks, and closed-dome testing] **Phase 3**: The nighttime commissioning commences, starting from sending preset to the telescope to testing individual SHARK-NIR observation cases for performance to the total SHARK-NIR performance. The final form of the SHARK-NIR software, observing blocks, data-reduction pipeline, etc., will be tested for all the observing cases of the instrument. All the activities are at nighttime. Very few daytime activities are anticipated. Science verification of a set of observing cases will be performed immediately after the completion of a set of essential nighttime activities. [Commissioning and Science Verification] == Observing Cases == Three observering modes of SHARK-NIR, namely direct imaging, coronagraphic imaging, long-slit spectroscopy, are classified into observing cases for the purpose of the commissioning. The observing cases are all the combinations of individual science observing possibilities using various coronagraphs and modes. We have 17 of them tabulated below. || '''#''' || '''Observing Case''' || || OC1 || Direct imaging - pupil stabilized || || OC2 || DBI - Direct imaging - pupil stabilized || || OC3 || Direct imaging - field stabilized || || OC4 || DBI - Direct imaging - field stabilized || || OC5 || Coronagraphic imaging - GL - field stabilized || || OC6 || Coronagraphic imaging - GL - pupil stabilized || || OC7 || Coronagraphic imaging - FQPM - pupil stabilized || || OC8 || Coronagraphic imaging - SP1 - pupil stabilized || || OC9 || DBI - Coronagraphic imaging - SP1 - pupil stabilized || || OC10 || Coronagraphic imaging - SP2 - pupil stabilized || || OC11 || DBI - Coronagraphic imaging - SP2 - pupil stabilized || || OC12 || Coronagraphic imaging - SP3 - pupil stabilized || || OC13 || DBI - Coronagraphic imaging - SP3 - pupil stabilized || || OC14 || LSS (R~100) close companion || || OC15 || LSS (R~800) distant companion || || OC16 || LSS (R~100) distant companion || || OC17 || LSS (R~800) close companion || Note that technically and software-wise, there are no differences between (OC14 & OC16) and (OC15 & OC17), and therefore only OC14 and OC15 will be tested for Phase 3 nighttime commissioning. In the table above, the acronyms mean the following: {{{ DBI - Dual Band Imaging. GL - Gaussian Lyot. FQPM - Four Quadrant Phase Mask. SP(1,2,3) - Shaped Pupil (symmetric, X, Y). LSS - Long Slit Spectroscopy. }}} == Category == The table below lists the categories of commissioning activities. ||'''Category Name'''||'''Category Number'''|| ||Unpack, Assemble, and Verification||C1|| ||Installation of SHARK-NIR at LBT platform|| C2 || ||Daytime testing (functionality and operability)||C3|| ||Daytime calibration||C4|| ||Nighttime testing (functionality and operability)||C5|| ||Nighttime calibration||C6|| ||Nighttime testing for performance||C7|| ||Early science or Science verification||C8|| == Naming structure of the commissioning activity == Each commissioning test/activity has a unified structure as follows: ---- **Name of the commissioning activity** - phase: states the phase of the commissioning (1/2/3/4) - status: reports the current status of the test description (draft, final, complete) - category: one of the categories mentioned above - recurrence: describes how frequently the test must be executed - duration: estimates the time required to complete the test (the duration mentioned here is valid only for commissioning) **Description** - Contains a general description of the test **Prerequisites** - Lists items that must be in place before the test begins **Procedure** - Explains in detail how to execute the test **Templates** - Mentions the templates to be used. If there are specific parameters, they are mentioned in brackets. For details on the templates mentioned, check AD9. **Success Criteria** - Enumerates the outcome associated with successful completion of the test **Notes** - Additional supporting information **LBTO Support** - Mention if (and what) support is required from LBTO **Date performed and by whom** - Mentions who performed the test and when ---- == Commissioning Activity == In this section, all the commissioning activities are listed in chronological order. If you click on the individual activity, you can find more details. __8 hours is considered as the duration of a day or night__. Of course, depending on the month of the year, make sure to estimate the correct number of days/nights required at the LBT. Each table below corresponds to a trip to LBT. From commissioning experience at the LBT, for the daytime activities at the telescope platform, the telescope may be handed over around 09:00 am local time. And, the SHARK-NIR team needs to hand over the telescope to LBT ~2 hours before the sunset (unless we have the first half of the night or full night and to be negotiated with the telescope operator). As a general rule, the SHARK-NIR team will be working also on the weekends when at the summit. Of course, if LBTO support is required, this will be communicated with the LBTO mountain manager well in advance. Note that the duration of the individual activities mentioned in this document will not match that of AD4 for the same activities. === Phase 1 (Pre-commissioning)=== '''SHARK-NIR Location''': LBT mountain bay and clean room. Some of the activities may run in parallel. All the activities are __daytime__. In the cleanroom, usually, there are no restrictions on daytime or nighttime activity. ||'''Number'''||'''Activity Name'''||'''Duration (days)'''||'''Category'''||'''Note'''|| ||P1.1||[wiki:/docs/CommissioningPlan/P1.1 Inspection of the closed boxes]||0.5||C1|| || ||P1.2||[wiki:/docs/CommissioningPlan/P1.2 Opening of boxes in LBT Hall, inspection of the contents and installation of units on their handlings]||1||C1|| || ||P1.3||[wiki:/docs/CommissioningPlan/P1.3 Installation of SHARK-NIR HW and electronics in clean room]||1.5||C1|| || ||P1.4||[wiki:/docs/CommissioningPlan/P1.4 Cable in the instrument, power on, install workstations, connect to LBT network, and prepare for cryostat cooldown]||1||C1|| || ||P1.5||[wiki:/docs/CommissioningPlan/P1.5 SW & HW functional checks and cryostat cooldown]||1||C1|| || ||P1.6||[wiki:/docs/CommissioningPlan/P1.5 SCICAM refocussing]||1.5||C1|| || ||P1.7||[wiki:/docs/CommissioningPlan/P1.11 Science detector calibrations]||0.5||C3 + C4||P1.5 should be completed.|| ||P1.8||[wiki:/docs/CommissioningPlan/P1.7 Motor/light sources functional verification, filter artifacts/defects verification, and NCPA & internal tip-tilt loop verification]||1.5||C1||P1.7 should be completed.|| ||P1.9||[wiki:/docs/CommissioningPlan/P1.12 Testing of SCICAM image grabbing by SOUL-AO]||0.5||C3|| || ||P1.10||[wiki:/docs/CommissioningPlan/P1.8 Internal alignment verification]||1||C1|| || ||P1.11||[wiki:/docs/CommissioningPlan/P1.9 Instrument re-alignment]||1 - 6||C1||The duration of this activity, if needed, can be between 1 day to a maximum of 6 days.|| ||P1.12||[wiki:/docs/CommissioningPlan/P1.10 Verification of the contrast for coronagraphic masks]||1||C1||P1.10 (and if needed P1.11) should be completed. || || || Total without contingency||**11 days** (if re-alignment is __not__ required) || || || Total with 10% contingency||**12 days** (if re-alignment is __not__ required) || || || Total without contingency||**12-17 days** (if re-alignment is required) || || || Total with 10% contingency||**13-19 days** (if re-alignment is required) || === Phase 2 (Pre-commissioning)=== '''SHARK-NIR Location''': LBT platform. Some of the activities may run in parallel. All daytime activities. ||'''Number'''||'''Activity Name'''||'''Day / Night'''||'''Duration (days)'''||'''Category'''|| ||P2.0A||[wiki:/docs/CommissioningPlan/P2.0A Installation of SHARK-NIR on LBT platform]||Day||2(preparation) + 2(lift-off) + 1(contingency)||C2|| ||P2.0B||[wiki:/docs/CommissioningPlan/P2.0B Installation of SHARK-NIR electronics on LBT platform]||Day||2||C2|| ||P2.1||[wiki:/docs/CommissioningPlan/P2.1 Basic functionality and shutdown procedure test, cryostat cooldown]||Day||1||C3|| ||P2.2||[wiki:/docs/CommissioningPlan/P2.2 Instrument operability and functioning]||Day||2||C3|| ||P2.3||[wiki:/docs/CommissioningPlan/P2.3 TCS communication test]||Day||2||C3|| ||P2.4||[wiki:/docs/CommissioningPlan/P2.4 SHARK-NIR alignment to the telescope]||Day||3||C3|| ||P2.5||[wiki:/docs/CommissioningPlan/P2.5 SOUL AO system test]||Day||5||C3 + C4|| ||P2.6||[wiki:/docs/CommissioningPlan/P2.6 NCPA measurements]||Day||8||C3 + C4|| ||P2.7||[wiki:/docs/CommissioningPlan/P2.7 Star center Fourier mode images]||Day||2||C3|| ||P2.8||[wiki:/docs/CommissioningPlan/P2.8 Checking pointing offset between SHARK-NIR and SOUL-AO]||Day||1||C3 + C4|| ||P2.9||[wiki:/docs/CommissioningPlan/P2.9 Science detector calibrations (on the telescope)]||Day||1||C3 + C4|| ||P2.10||[wiki:/docs/CommissioningPlan/P2.10 Cryostat warm up check]||Day||2||C3|| ||Total||(4 days of) contingency (15%) included within || ||34 days || || === Phase 3 (Commissioning)=== '''SHARK-NIR Location''': LBT platform. All nighttime activities. Some daytime support (within SHARK-NIR) is anticipated. Also, the SHARK-NIR software, SHINS, is expected to be almost ready to be tested. Phase 3 is further divided into 5 runs. Run 1 consists of essential common activities essential for every observing case. This will be the first to be tested on-sky. Run 2-5 blocks represent the nighttime technical commissioning of a set of 17 observing cases. For each of the observing cases, only one target will be tested. The contrast obtained from the data will be used as the merit function or success criterion. If contrast is not an option, a similar (or another) merit function will be used. After the completion of each of these runs, SHARK-NIR will be ready for Phase 4 (science verification) of the respective observing cases. It is important to note that __Run 2-5 are interchangeable__. It is currently sorted to have the software complexity in the increasing order and also considering the science interest. Note that "Run N" does not mean that it is the Nth visit to the observatory. For example, Run 1 can be completed in 1 or 2 visits to the observatory, depending on the allotted time. Note also that, for individual runs (2-5), the time taken for other basic activities (such as moving from one target to another, setting up the telescope, closing the AO loop, etc.) are not explicitly mentioned in the table. For example, we anticipate, it may take between 10-20 minutes to move and set the telescope and close the AO loop from one target to another (numbers from the LUCI overheads table). This extra duration required will be mostly covered within the 20% contingency and/or the rounding up of the total nights. Every evening of the nighttime commissioning, all the required calibrations (including dark, bias, flat-field, etc. for all the filters required) will be taken using the SHARK-NIR calibration unit. Seeing conditions definition: - good : <0.8" - medium: 0.8"-1.2" - bad: >1.2" - observable ==== Run 1 ==== ||'''#'''||'''Activity Name / Observing Case'''||'''Day / Night'''||'''Duration (hours)'''||'''Seeing Conditions'''||'''Category'''|| || P3.0 ||[wiki:/docs/CommissioningPlan/P3.0 Large spatial scale instrument and telescope flat field]||Twilight||2||Twilight||C5 + C6|| || P3.1 ||[wiki:/docs/CommissioningPlan/P3.1 Telescope control – sending preset]||Night||2||bad||C5|| || P3.2 ||[wiki:/docs/CommissioningPlan/P3.2 Telescope control – telescope mode, offset, and focal plane geometry estimation]||Night||2||medium / bad||C5|| || P3.3 ||[wiki:/docs/CommissioningPlan/P3.3 SOUL-AO verification]||Night||12||good / medium||C5 + C7|| || P3.4 ||[wiki:/docs/CommissioningPlan/P3.4 Pupil alignment] (for checking the pupil positon, and working of the script)||Night||2||bad||C5 + C6|| || P3.5 ||[wiki:/docs/CommissioningPlan/P3.5 PSF Alignment]||Night||3||good / medium||C5 + C6|| || P3.6 ||[wiki:/docs/CommissioningPlan/P3.6 Verify the ADC rotation on sky]||Night||4||medium / bad||C5|| || P3.7 ||[wiki:/docs/CommissioningPlan/P3.7 Checking field-stabilized mode/bearing rotation service]||Night||2||bad||C5|| || P3.8 ||[wiki:/docs/CommissioningPlan/P3.8 Internal TT loop working and performance] (in different magnitude and seeing conditions)||Night||8||good / medium||C5 + C7|| || P3.9 ||[wiki:/docs/CommissioningPlan/P3.9 NCPA working and performance & checking for pupil shifts]||Night||12||medium (up to 1")||C5 + C7|| || P3.10 ||[wiki:/docs/CommissioningPlan/P3.10 Check the acquisition procedure]||Night||2||medium||C5|| || P3.11 ||[wiki:/docs/CommissioningPlan/P3.11 Sky background]||Night||2||bad||C5 + C6|| || P3.12 ||[wiki:/docs/CommissioningPlan/P3.12 Astrometry plate scale and orientation]||Night||2||good / medium||C5 + C6|| || P3.13||[wiki:/docs/CommissioningPlan/P3.13 Distortion map]||Night||2||good / medium||C5 + C6|| || ||**Total duration with 20% contingency**|| ||**8.55** nights|| || || || ||**Total duration rounded up**|| ||**9** nights|| || || ==== Run 2 ==== ||'''#'''||'''Activity Name / Observing Case'''||'''Day / Night'''||'''Duration (hours)'''||'''Seeing Conditions'''||'''Category'''|| || OC1||Direct imaging - pupil stabilized||Night||2.25||medium / bad||C5 + C7|| || OC2||DBI - Direct imaging - pupil stabilized||Night||2.25||medium / bad||C5 + C7|| || OC3||Direct imaging - field stabilized||Night||2.25||medium / bad||C5 + C7|| || OC4||DBI - Direct imaging - field stabilized||Night||2.25||medium / bad||C5 + C7|| || ||**Total duration with 20% contingency**|| ||**1.35** nights|| || || || ||**Total duration rounded up**|| ||**2** nights|| || || '' Phase 4 science verification of the observing cases (1-4) can start after Run 2. '' ==== Run 3 ==== ||'''#'''||'''Activity Name / Observing Case'''||'''Day / Night'''||'''Duration (hours)'''||'''Seeing Conditions'''||'''Category'''|| ||Test||Test / Correction following previous Run #||Night||4||bad||C5|| ||P3.4 ||[wiki:/docs/CommissioningPlan/P3.4 Pupil alignment] (for GL and FQPM)||Night||1||bad||C5 + C6|| ||P3.5||[wiki:/docs/CommissioningPlan/P3.5 PSF Alignment] (for GL and FQPM)||Night||2||good / medium||C5 + C6|| ||P3.14 ||[wiki:/docs/CommissioningPlan/P3.14 Star center Fourier mode images]||Night||8||good / medium||C5 + C6|| ||P3.15 ||[wiki:/docs/CommissioningPlan/P3.15 Flux calibration (off-centered target observation)] (for GL and FQPM)||Night||2||good / medium||C5 + C6|| ||P3.16 ||[wiki:/docs/CommissioningPlan/P3.16 Instrumental throughput and absolute flux calibration] (for a set of filters)||Night||2||bad||C5 + C6|| ||OC5||Coronagraphic imaging - GL - field stabilized||Night||3||good / medium||C5 + C7|| ||OC6||Coronagraphic imaging - GL - pupil stabilized||Night||3||good / medium||C5 + C7|| ||OC7||Coronagraphic imaging - FQPM - pupil stabilized||Night||3||good / medium||C5 + C7|| || ||**Total duration with 20% contingency**|| ||**4.2** nights|| || || || ||**Total duration rounded up**|| ||**5** nights|| || || '' Phase 4 science verification of the observing cases (5-6) can start after Run 3.'' ==== Run 4 ==== ||'''#'''||'''Activity Name / Observing Case'''||'''Day / Night'''||'''Duration (hours)'''||'''Seeing Conditions'''||'''Category'''|| ||Test||Test / Correction following previous Run #||Night||4||bad||C5|| ||P3.4 ||[wiki:/docs/CommissioningPlan/P3.4 Pupil alignment] (for SP-1, SP-2, SP-3)||Night||1||bad||C5 + C6|| ||P3.5 ||[wiki:/docs/CommissioningPlan/P3.5 PSF Alignment] (for SP-1, SP-2, SP-3)||Night||2||good / medium||C5 + C6|| ||P3.17||[wiki:/docs/CommissioningPlan/P3.17 Orient the coronagraphs] (orient apodizers)||Night||1||bad||C5 + C6|| ||P3.15 ||[wiki:/docs/CommissioningPlan/P3.15 Flux calibration (off-centered target observation)] (for SP-1, SP-2, SP-3)||Night||2||good / medium||C5 + C6|| ||OC8||Coronagraphic imaging - SP1 - pupil stabilized||Night||3||good / medium||C5 + C7|| ||OC9||DBI - Coronagraphic imaging - SP1 - pupil stabilized||Night||3||good / medium||C5 + C7|| ||OC10||Coronagraphic imaging - SP2 - pupil stabilized||Night||3||good / medium||C5 + C7|| ||OC11||DBI - Coronagraphic imaging - SP2 - pupil stabilized||Night||3||good / medium||C5 + C7|| ||OC12||Coronagraphic imaging - SP3 - pupil stabilized||Night||3||good / medium||C5 + C7|| ||OC13||DBI - Coronagraphic imaging - SP3 - pupil stabilized||Night||3||good / medium||C5 + C7|| || ||**Total duration with 20% contingency**|| ||**4.2** nights|| || || || ||**Total duration rounded up**|| ||**5** nights|| || || '' Phase 4 science verification of the observing cases (8-13) can start after Run 4.'' ==== Run 5 ==== ||'''#'''||'''Activity Name / Observing Case'''||'''Day / Night'''||'''Duration (hours)'''||'''Seeing Conditions'''||'''Category'''|| ||Test||Test / Correction following previous Run #||Night||3||bad||C5|| ||P3.5 ||[wiki:/docs/CommissioningPlan/P3.5 PSF Alignment] (for SLIT-1 and SLIT-2)||Night||2||good / medium||C5 + C6|| ||P3.18 ||[wiki:/docs/CommissioningPlan/P3.18 Center the slit]||Night||8||medium / bad||C5|| ||P3.19 ||[wiki:/docs/CommissioningPlan/P3.19 Atmospheric calibration and absolute flux calibration]||Night||2||good / medium||C5 + C6|| ||OC14||LSS (R~100) companion (0.175" 0.35")||Night||2.5||good / medium||C5 + C7|| || ||**Total duration with 20% contingency**|| ||**3** nights|| || || || ||**Total duration rounded up**|| ||**3** nights|| || || '' Phase 4 science verification of the observing cases (14-17) can start after Run 5.'' - ** Net Phase 3 Nights Requested = 24 - When Phase 4 science verification completes, SHARK-NIR can be offered to the community under shared-risk!!! === Phase 4 (Science Verification / Early Science)=== '''SHARK-NIR Location''' : LBT platform. All nighttime activities. Very little daytime support (within SHARK-NIR) is expected. SHINS is expected to be ready to be used without any changes required. Every evening of the nighttime commissioning, all the required calibrations (including dark, bias, flat-field, etc. for all the filters required) will be taken using the SHARK-NIR calibration unit. ||'''Number'''||'''Activity Name'''||'''Day / Night'''||'''Duration (nights)'''||'''Category'''|| ||P4.1||[wiki:/docs/CommissioningPlan/P4.1 Exo-planet: Giant planets and brown dwarfs in SFR, stellar associations, & young open clusters]||Night||8||C8|| ||P4.2||[wiki:/docs/CommissioningPlan/P4.2 Exo-planet: Astrometry]||Night||1||C8|| ||P4.3||[wiki:/docs/CommissioningPlan/P4.3 Exo-planet: Spectroscopic Characterization of known sub-stellar companions]||Night||3||C8|| ||P4.4||[wiki:/docs/CommissioningPlan/P4.4 Disk: High-contrast images of circumstellar disks]||Night||3||C8|| ||P4.5||[wiki:/docs/CommissioningPlan/P4.5 Disk: Coronagraphic imaging of stellar jets]||Night||0.5||C8|| ||P4.6||[wiki:/docs/CommissioningPlan/P4.6 Disk: Jets investigated with long-slit spectra]||Night||0.5||C8|| ||P4.7||[wiki:/docs/CommissioningPlan/P4.7 Extragalactic: QSO & AGNs]||Night||3||C8|| ||P4.8||[wiki:/docs/CommissioningPlan/P4.8 Solar system: Size and shape of main-belt astroids]||Night||0.5||C8|| ||P4.9||[wiki:/docs/CommissioningPlan/P4.9 Solar system: Surface heterogeneity of trans-neptunian objects]||Night||0.5||C8|| ||Total||Contingency of 1 nights (5%)|| ||20+1 = 21|| || || ||**Total duration rounded up**|| ||**21** nights|| ||