wiki:docs/CommissioningPlan

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SHARK-NIR Commissioning Plan (SHARK-NIR-INAFP-COM-001 Issue 0.6)

Table of Contents

  1. Issue Change Record
  2. Applicable Documents
  3. Introduction
  4. Observing Cases
  5. Category
  6. Naming structure of the commissioning activity
  7. Commissioning Activity
    1. Phase 1 (Pre-commissioning)
    2. Phase 2 (Pre-commissioning)
    3. Phase 3 (Commissioning)
    4. Phase 4 (Science Verification / Early Science)

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 NameCategory Number
Unpack, Assemble, and VerificationC1
Installation of SHARK-NIR at LBT platform C2
Daytime testing (functionality and operability)C3
Daytime calibrationC4
Nighttime testing (functionality and operability)C5
Nighttime calibrationC6
Nighttime testing for performanceC7
Early science or Science verificationC8

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.

Pre-Com-Run-1

#Activity NameDuration (days)CategoryNote
P1.1Inspection of the closed boxes0.5C1
P1.2Opening of boxes in LBT Hall, inspection of the contents and installation of units on their handlings1C1
P1.3Installation of SHARK-NIR HW and electronics in clean room1.5C1
P1.4Cable in the instrument, power on, install workstations, connect to LBT network, and prepare for cryostat cooldown1C1
P1.5SW & HW functional checks and cryostat cooldown1C1
P1.6SCICAM refocussing1.5C1
P1.7Science detector calibrations0.5C3 + C4P1.5 should be completed.
P1.8Motor/light sources functional verification, filter artifacts/defects verification, and NCPA & internal tip-tilt loop verification1.5C1P1.7 should be completed.
P1.9Testing of SCICAM image grabbing by SOUL-AO0.5C3
P1.10Internal alignment verification1C1
P1.11Instrument re-alignment1 - 6C1The duration of this activity, if needed, can be between 1 day to a maximum of 6 days.
P1.12Verification of the contrast for coronagraphic masks1C1P1.10 (and if needed P1.11) should be completed.
Total without contingency (if re-alignment is not required)11 days
Total with 10% contingency (if re-alignment is not required)12 days
Total without contingency (if re-alignment is required)12-17 days
Total with 10% contingency (if re-alignment is required)13-18.5 days

Phase 2 (Pre-commissioning)

SHARK-NIR Location: LBT platform. Some of the activities may run in parallel. All activities are daytime.

Pre-Com-Run-2

#Activity NameDuration (days)CategoryNote
P2.0AInstallation of SHARK-NIR on LBT platform6C2
P2.0BInstallation of SHARK-NIR electronics on LBT platform2C2
P2.1Basic functionality and shutdown procedure test, cryostat cooldown1C3
P2.2Instrument operability and functioning1C3
P2.3TCS communication test2C3Although 2 days of work is required, a lot cango in parallel with other ones. For the estimation of total days, we consider 1 day.
P2.4SHARK-NIR alignment to the telescope3C3
Total without contingency14 days
Total with 10% contingency15.5 days

Pre-Com-Run-3

#Activity NameDuration (days)CategoryNote
P2.5Cryostat Cooldown and Science detector calibrations1C3 + C4
P2.6SHARK-NIR system level characterization at different telescope elevations6C3 + C4Checking pointing offset between SHARK-NIR, LBTI, and SOUL-AO, SOUL-AO tests, and NCPA measurements.
P2.7Star center Fourier mode images0.5C3
P2.8Verification of the mask centering algorithm and final contrast with SOUL-AO and turbulence at ASM3C3 + C4
Total without contingency10.5 days
Total with 10% contingency11.5 days

Phase 3 (Commissioning)

SHARK-NIR Location: LBT platform. All activities are nightime. Some daytime support (within SHARK-NIR) may be required. 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

Com-Run-

#Activity Name / Observing CaseDuration (hours)Seeing ConditionsCategoryNote
P3.1 Telescope control – sending preset, telescope mode, offset, and focal plane geometry estimation3medium / badC5
P3.3 SOUL-AO verification6good / mediumC5 + C7
P3.4 Pupil alignment (for checking the pupil positon, and working of the script)2badC5 + C6
P3.5 PSF Alignment3good / mediumC5 + C6
P3.6 Verify the ADC rotation on sky4medium / badC5
P3.7 Checking field-stabilized mode/bearing rotation service2badC5
P3.8 Internal TT loop working and performance (in different magnitude)3good / mediumC5 + C7
P3.9 NCPA working and performance & checking for pupil shifts8medium (up to 1")C5 + C7
P3.10 Check the acquisition procedure2mediumC5
P3.11 Sky background2badC5 + C6
P3.12 Astrometry plate scale and orientation2good / mediumC5 + C6
P3.13Distortion map2good / mediumC5 + C6
OC1Direct imaging - pupil stabilized2.25medium / badC5 + C7
OC2DBI - Direct imaging - pupil stabilized2.25medium / badC5 + C7
OC3Direct imaging - field stabilized2.25medium / badC5 + C7
OC4DBI - Direct imaging - field stabilized2.25medium / badC5 + C7
Total duration without contingency 8.55 nights
Total duration with 20% contingency (rounded up) 8.55 nights

Phase 4 science verification of the observing cases (1-4) can start after Run 2.

Com-Run-

#Activity Name / Observing CaseDuration (hours)Seeing ConditionsCategoryNote
TestTest / Correction following previous Run #4badC5
P3.4 Pupil alignment (for GL and FQPM)1badC5 + C6
P3.5PSF Alignment (for GL and FQPM)2good / mediumC5 + C6
P3.14 Star center Fourier mode images8good / mediumC5 + C6
P3.15 Flux calibration (off-centered target observation) (for GL and FQPM)2good / mediumC5 + C6
P3.16 Instrumental throughput and absolute flux calibration (for a set of filters)2badC5 + C6
OC5Coronagraphic imaging - GL - field stabilized3good / mediumC5 + C7
OC6Coronagraphic imaging - GL - pupil stabilized3good / mediumC5 + C7
OC7Coronagraphic imaging - FQPM - pupil stabilized3good / mediumC5 + 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.

Com-Run-

#Activity Name / Observing CaseDuration (hours)Seeing ConditionsCategoryNote
TestTest / Correction following previous Run #4badC5
P3.4 Pupil alignment (for SP-1, SP-2, SP-3)1badC5 + C6
P3.5 PSF Alignment (for SP-1, SP-2, SP-3)2good / mediumC5 + C6
P3.17Orient the coronagraphs (orient apodizers)1badC5 + C6
P3.15 Flux calibration (off-centered target observation) (for SP-1, SP-2, SP-3)2good / mediumC5 + C6
OC8Coronagraphic imaging - SP1 - pupil stabilized3good / mediumC5 + C7
OC9DBI - Coronagraphic imaging - SP1 - pupil stabilized3good / mediumC5 + C7
OC10Coronagraphic imaging - SP2 - pupil stabilized3good / mediumC5 + C7
OC11DBI - Coronagraphic imaging - SP2 - pupil stabilized3good / mediumC5 + C7
OC12Coronagraphic imaging - SP3 - pupil stabilized3good / mediumC5 + C7
OC13DBI - Coronagraphic imaging - SP3 - pupil stabilized3good / mediumC5 + 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.

Com-Run-

#Activity Name / Observing CaseDuration (hours)Seeing ConditionsCategoryNote
TestTest / Correction following previous Run #3badC5
P3.5 PSF Alignment (for SLIT-1 and SLIT-2)2good / mediumC5 + C6
P3.18 Center the slit8medium / badC5
P3.19 Atmospheric calibration and absolute flux calibration2good / mediumC5 + C6
OC14LSS (R~100) companion (0.175"<distance<0.35")2.5good / mediumC5 + C7
OC15LSS (R~800) companion (distance > 0.35")2.5good / mediumC5 + 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. SV-Run-

#Activity Name / Observing CaseDuration (hours)Seeing ConditionsCategoryNote
P4.1Exo-planet: Giant planets and brown dwarfs in SFR, stellar associations, & young open clusters8C8
P4.2Exo-planet: Astrometry1C8
P4.3Exo-planet: Spectroscopic Characterization of known sub-stellar companions3C8
P4.4Disk: High-contrast images of circumstellar disks3C8
P4.5Disk: Coronagraphic imaging of stellar jets0.5C8
P4.6Disk: Jets investigated with long-slit spectra0.5C8
P4.7Extragalactic: QSO & AGNs3C8
P4.8Solar system: Size and shape of main-belt astroids0.5C8
P4.9Solar system: Surface heterogeneity of trans-neptunian objects0.5C8
TotalContingency of 1 nights (5%) 20+1 = 21
Total duration rounded up 21 nights