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SHARK-NIR Commissioning Plan (SHARK-NIR-INAFP-COM-001 Issue 0.2)
Table of Contents
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 |
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 0.4 |
AD3 | SHARK-NIR Installation Plan | SHARK-NIR-INAFP-MAN-001 Issue 2.0 |
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 1.0 |
AD6 | SHARK-NIR Cryostat Procedures | SHARK-NIR-SO-MAN-001 Issue 0.4 draft |
Introduction
This commissioning planning document lays out and details the activities needed to bring SHARK-NIR online for 'shared-risk' scientific exploitation. The document incorporates activities starting from the unpacking of the boxes at the LBT mountain bay to the early science / 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 four phases. Phase 1 and 2 are purely daytime activities. Phase 3 and 4 are nighttime activities (with little daytime activity anticipated). It is to be noted that Phase 3 activities are classified into observing cases (OC#, see the table below) and not according to the observing modes (direct imaging, coronagraphic imaging, long-slit spectroscopy) anymore. This allows commencing Phase 4 (science verification) of those observing cases immediately after the competition of the respective Phase 3 commissioning run. See below for more details.
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. [Pre-commissioning: Unpack, assemble, and clean-room verification]. This forms the content of the PSR-09 Preliminary Laboratory Integration & Test (I&T) Procedure (at LBT).
Phase 2: The activities starting 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: Phase 3 commences the nighttime commissioning, starting from sending preset to the telescope to testing individual SHARK-NIR observation modes 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 nighttime. However, some daytime activities may be anticipated as well. There will be a common run (Run 1) to test the basic common requirements for each of the observing cases. Run 2-5 blocks represent the nighttime technical commissioning of a set of 17 observing cases. After the completion of each of these runs, SHARK-NIR will be ready for Phase 4 (science verification) of the respective observing cases.[Commissioning]
Phase 4: SHARK-NIR is ready for the final phase of the commissioning - the science verification / early science observations. The final performance of the SHARK-NIR will be analyzed using the data from this run. All the activities are nighttime. By the end of this phase, SHARK-NIR is ready for 'shared-risk' science. [Science Verification / Early Science]
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 listed 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 - coro imaging - SP1 - pupil stabilized |
OC10 | Coronagraphic imaging - SP2 - pupil stabilized |
OC11 | DBI - coro imaging - SP2 - pupil stabilized |
OC12 | Coronagraphic imaging - SP3 - pupil stabilized |
OC13 | DBI - coro 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 (OC16 & OC17) and (OC14 & OC15), and therefore not tested separately 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 |
Science verification / Early science | 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 Success Criteria - Enumerates the outcome associates with successful completion of the test Notes - Additional supporting information LBTO Support - Mention if (and what) support required from LBTO Associated SHARK-NIR personnel - Mentions here who are the associated personnel to the test 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 the individual activity, more details can be found. 8 hours is considered as the duration of a day/night. It is to be noted that the phases do not correspond to the commissioning runs. The various commissioning runs with the list of activities to be performed (derived from this document) will be decided at a later point in time. Of course, depending on the month of the year, we will modify the actual number of days required for that specific commissioning run. From commissioning experience at the LBT, for the daytime activities at the telescope platform, the telescope can be handed over around 09:00 am local time. And we need to hand it over back to the 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). Note that the duration of the individual activities mentioned in this document will not match with 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 daytime activities. In the cleanroom, usually, there are no restrictions on daytime or nighttime activity.
Number | Activity Name | Day / Night | Duration (days) | Category | LBTO Support |
P1.1 | Inspection of the boxes | Day | 0.5 | C1 | Crane operator (mountain bay) to lift and move stuff. 1-2 crew to support moving containers/boxes. |
P1.2 | Opening boxes, their visual inspection, and mounting the units on the handling | Day | 1 | C1 | Crane operator (mountain bay) to lift and move stuff. 1-2 crew to support unpacking and moving. |
P1.3 | Complete the installation of SHARK-NIR in the cleanroom with its electronics cabinet | Day | 1.5 | C1 | Crane operator to lift and move stuff (mountain bay and/or cleanroom). 1-2 crew to support installation procedure (mountain bay and/or cleanroom). Access to the LBTO electronics cabinet where the motor rack of SHARK-NIR will be installed. Optical bench and access to the clean tent. |
P1.4 | Cable in the instrument, power on, install workstations, and connect to LBT network | Day | 1 | C1 | IT support to install/set the workstations in the proper location, connect to the LBT network. LBTO SW support may be needed. |
P1.5 | Start all the services and initialize all the motors | Day | 1 | C1 | - |
P1.6 | Cool down the cryostat | Day | 1 | C1 | Liquid N2 refill is required in the cleanroom. Vacuum pump and support for cooling down the cryostat. |
P1.7 | Check the working of the internal NCPA routine | Day | 0.5 | C1 | Liquid N2 refill is required in the cleanroom. |
P1.8 | Verification of the internal alignment of the instrument | Day | 4 | C1 | Liquid N2 refill is required in the cleanroom. |
P1.9 | Check the working of the internal tip-tilt loop | Day | 1 | C1 | Liquid N2 refill is required in the cleanroom. |
P1.10 | Verification of the operability of the motors & light sources and looking for filter defects/artifacts | Day | 1.5 | C1 | Liquid N2 refill is required in the cleanroom. |
P1.11 | Science detector calibrations | Day | 1 | C1 + C4 | Liquid N2 refill is required in the cleanroom. |
P1.12 | Testing of SCICAM image grabbing by SOUL-AO | Day | 2 | C1 | Liquid N2 refill is required in the cleanroom. LBTO SW support may be required. |
Total | (2 days of) contingency (10%) included within | 16 |
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 | LBTO Support |
P2.0A | Installation of the SHARK-NIR at LBT platform - 1 | Day | 2(preparation) + 2(lift-off) + 1(contingency) | C2 | Crew members' support for the preparation, lift-off, and installation of SHARK-NIR. Crane operator (cleanroom, mountain bay, LBT platform). Safety officer. Working platform installed in front of the Gregorian focal-station SX. Hatch door SX on the UIAP platform removed. Support for the installation of electronics in the LBTO cabinet. Kindly check the installation document, AD3, for more details. |
P2.0B | Installation of the SHARK-NIR at LBT platform - 2 | Day | 2 | C2 | 1-2 crew members' support for the preparation and installation of SHARK-NIR electronics. Safety officer. Kindly check the installation document, AD3, for more details. |
P2.1 | Activating the instrument, basic check, initiate cryostat cool down | Day | 1 | C3 | Testing the working of the knob (motor/manual) controlling the cooldown. Liquid Nitrogen fill. Vacuum pump. |
P2.2 | Instrument operability and functioning | Day | 2 | C3 | - |
P2.3 | TCS communication test | Day | 2 | C3 | Authorize SHARK-NIR. Permission to SX ASM and LBTI AO. Permission to send preset, receiving LBT telemetry (inc. the derotator trajectory) and details for the Fitswriter. Support from the LBT SW team. |
P2.4 | Align SHARK-NIR to the telescope | Day | 3 | C3 | Working platform installed in front of the Gregorian focal-station SX, Argos swing arm and calibration source on SX side. Support from the LBTI team. |
P2.5 | SOUL AO system test | Day | 5 | C3 + C4 | Authorize SHARK-NIR on SX side. Permission to use the Argos Swing Arm. If not the Argos swing arm, RR will be required on the SX side. AO support. |
P2.6 | Measurement of NCPA | Day | 8 | C3 + C4 | Authorize SHARK-NIR on SX side. Permission to use the Argos Swing Arm. When not using the Argos swing arm and for different elevation angle tests, RR will be required on the SX side. AO support. |
P2.7 | Checking pointing offset between SHARK-NIR and SOUL-AO | Day | 1 | C3 + C4 | Authorize SHARK-NIR on the SX side. RR mounted on the SX side. AO support. |
P2.8 | Redo science detector calibrations | Day | 1 | C3 + C4 | - |
P2.9 | Cryostat warm up check | Day | 2 | C3 | - |
Total | (4 days of) contingency (15%) included within | 32 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 to 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 / 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 in 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
# | Activities | Duration (hours) | Seeing Conditions |
P3.0 / C1 | Large spatial scale instrument and telescope flat field (during Twilight) | 2 | twilight |
P3.1 / C2 | Telescope control – sending preset | 2 | bad |
P3.2 / C3 | Telescope control – telescope mode, offset, and focal plane geometry estimation | 2 | medium / bad |
P3.3 / C4 | SOUL-AO verification | 12 | good / medium |
P3.4 / C5 | Pupil alignment (for checking the pupil positon, and working of the script) | 2 | bad |
P3.6 / C6 | PSF Alignment | 3 | good / medium |
P3.7 / C7 | Verify the ADC rotation on sky | 4 | medium / bad |
P3.8 / C8 | Checking field-stabilized mode/bearing rotation service | 2 | bad |
P3.9 / C9 | Internal TT loop working and performance (diff mag and seeing conditions | 8 | good / medium |
P3.10 / C10 | NCPA working and performance & checking for pupil shifts | 12 | medium (up to 1") |
P3.11 / C11 | Check the acquisition procedure | 2 | medium |
P3.14 / C12 | Sky background | 2 | bad |
P3.15 / C13 | Astrometry plate scale and orientation | 2 | good / medium |
P3.19 / C14 | Distortion map | 2 | good / medium |
Total time in nights (1 night = 8 hours) with 20% contingency | 8.55 nights | ||
Total duration rounded up | 9 nights |
Run 2
# | Activities / Observing Cases | Duration (hours) | Seeing Conditions |
OC1 | direct imaging - pupil stabilized | 2.25 | medium / bad |
OC2 | DBI - direct imaging - pupil stabilized | 2.25 | medium / bad |
OC3 | direct imaging - field stabilized | 2.25 | medium / bad |
OC4 | DBI - direct imaging - field stabilized | 2.25 | medium / bad |
Total time in nights (1 night = 8 hours) 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
# | Activities / Observing Cases | Duration (hours) | Seeing Conditions |
Test | Test / Correction following previous Run # | 4 | bad |
P3.4 / C5 | Pupil alignment (for the GL and FQPM) | 1 | bad |
P3.6 / C6 | PSF Alignment (for the GL and FQPM) | 2 | good / medium |
P3.12 / E1 | Star center Fourier mode images | 8 | good / medium |
P3.16 / E2 | Flux calibration (off-centered target observation) (for the GL and FQPM) | 2 | good / medium |
P3.17 / E3 | Instrumental throughput and absolute flux calibration (for a set of filters) | 2 | bad |
OC5 | coro imaging - GL - field stabilized | 3 | good / medium |
OC6 | coro imaging - GL - pupil stabilized | 3 | good / medium |
OC7 | coro imaging - FQPM - pupil stabilized | 3 | good / medium |
Total time in nights (1 night = 8 hours) 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
# | Activities / Observing Cases | Duration (hours) | Seeing Conditions |
Test | Test / Correction following previous Run # | 4 | bad |
P3.4 / C5 | Pupil alignment (For SP, SP-X, SP-Y) | 1 | bad |
P3.6 / C6 | PSF Alignment (For SP, SP-X, SP-Y) | 2 | good / medium |
P3.5 / E4 | Orient the coronagraphs (Orient the apodizers) | 1 | bad |
P3.16 / E2 | Flux calibration (off-centered target observation for the SP, SP-X, SP-Y) | 2 | good / medium |
OC8 | coro imaging - SP1 - pupil stabilized | 3 | good / medium |
OC9 | DBI - coro imaging - SP1 - pupil stabilized | 3 | good / medium |
OC10 | coro imaging - SP2 - pupil stabilized | 3 | good / medium |
OC11 | DBI - coro imaging - SP2 - pupil stabilized | 3 | good / medium |
OC12 | coro imaging - SP3 - pupil stabilized | 3 | good / medium |
OC13 | DBI - coro imaging - SP3 - pupil stabilized | 3 | good / medium |
Total time in nights (1 night = 8 hours) 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
# | Activities / Observing Cases | Duration (hours) | Seeing Conditions |
Test | Test / Correction following previous Run # | 3 | bad |
P3.6 / C6 | PSF Alignment (for the SLIT-1 and SLIT-2) | 2 | good / medium |
P3.13 / E5 | Center the slit | 8 | medium / bad |
P3.18 / E6 | Atmospheric calibration and absolute flux calibration | 2 | good / medium |
OC14 | LSS (R~100) companion (0.175"<distance<0.35") | 2.5 | good / medium |
OC15 | LSS (R~800) companion (distance > 0.35") | 2.5 | good / medium |
Total time in nights (1 night = 8 hours) 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 public under 'shared-risk'!!!
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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 | LBTO Support |
P4.1 | Exo-planet: Giant planets and brown dwarfs in SFR, stellar associations, & young open clusters | Night | 8 | C8 | AO support |
P4.2 | Exo-planet: Astrometry | Night | 1 | C8 | AO support |
P4.3 | Exo-planet: Spectroscopic Characterization of known sub-stellar companions | Night | 3 | C8 | AO support |
P4.4 | Disk: High-contrast images of circumstellar disks | Night | 3 | C8 | AO support |
P4.5 | Disk: Coronagraphic imaging of stellar jets | Night | 0.5 | C8 | AO support |
P4.6 | Disk: Jets investigated with long-slit spectra | Night | 0.5 | C8 | AO support |
P4.7 | Extragalactic: QSO & AGNs | Night | 3 | C8 | AO support |
P4.8 | Solar system: Size and shape of main-belt astroids | Night | 0.5 | C8 | AO support |
P4.9 | Solar system: Surface heterogeneity of trans-neptunian objects | Night | 0.5 | C8 | AO support |
Total | Contingency of 1 nights (5%) | 20+1 = 21 |