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SHARK-NIR Commissioning Plan (SHARK-NIR-INAFP-COM-001 Issue 1.2)

Authors of the document

Kalyan Radhakrishnan (INAF-OAPD)
Jacopo Farinato (INAF-OAPD)
Maria Bergomi (INAF-OAPD)
Luca Marafatto (INAF-OAPD)

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 following RFA-78, RFA-79, and RFA-88.	KRA
0.5	17-Mar-2022	P1.3 activity	Added a picture showing the space taken by the SHARK-NIR system in the cleanroom (Padova)	KRA
0.6	21-Apr-2022	All	Re-arranging Phase 1, Phase 2, and Phase 3 in terms of actual runs to LBT. Also, updating the activities according to the latest information and experience	KRA
0.7	18-May-2022	First page Phase 1 table	Updating the duration for the re-alignment	KRA
0.8	13-Aug-2022	First page Phase 1 & 2 tables, P1.1 to P1.12	Updating after Pre-Com-Run-1	KRA
0.9	21-Sept-2022	First page Phase 2 table, P2.5 to P2.10	Updating before Pre-Com-Run-2	KRA
1.0	28-Oct-2022	First page Phase 2 table, P1.8, P2.1 to P2.10	Updating before Pre-Com-Run-3	KRA, MBE
1.1	02-Dec-2022	First page Phase 2 table, P1.7, P1.9, P2.1 to P2.10, and P3.1 to P3.19	Updating after Pre-Com-Run-3	KRA
1.2	19-Jan-2023	First page Phase 3 table	Updating after Com-Run-1	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 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. Phases 1 and 2 are purely daytime activities. Phases 3 and 4 are nighttime activities. 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 completion 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. We anticipate 1 trip to LBT if no or minor re-alignment is required. If a major re-alignment is required, there will be 2 trips to LBT. 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 installing 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 (2 trips to LBT). [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 at nighttime (4 trips to LBT). There will be a common run (Com-Run-1) to test the basic common requirements for each observing case. After completing each run, SHARK-NIR will be ready for Phase 4 (science verification) of the respective observing cases. [Commissioning]

Phase 4: SHARK-NIR is ready for the science verification. The final performance of the SHARK-NIR will be analyzed using the data from this run. All the activities are at nighttime. By the end of this phase, SHARK-NIR is ready for single-eye shared-risk scientific exploitation. [Early Science or Science Verification]

Observing Cases

Three observing modes of SHARK-NIR, namely direct imaging, coronagraphic imaging, and long-slit spectroscopy, are classified into observing cases for the purpose of 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.

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. 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 the 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 also be working 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 Name	Duration (days)	Category	Status
P1.1	Inspection of the closed boxes	0.5	C1	completed
P1.2	Opening of boxes in LBT Hall, inspection of the contents and installation of units on their handlings	1	C1	completed
P1.3	Installation of SHARK-NIR HW and electronics in clean room	1.5	C1	completed
P1.4	Cable in the instrument, power on, install workstations, connect to LBT network, and cryostat cooldown preparation	1	C1	completed
P1.5	SW & HW functional checks and cryostat cooldown	1	C1	completed
P1.6	SCICAM refocussing	1.5	C1	completed
P1.7	Science detector calibrations	0.5	C3 + C4	complete (re-verification on-going related to the ghost template)
P1.8	Complete system functional verification, filter artifacts/defects verification, NCPA measurement, and internal tip-tilt loop verification	1.5	C1	completed (remotely)
P1.9	Testing of SCICAM image grabbing by SOUL-AO	0.5	C3	completed (remotely)
P1.10	Internal alignment verification	1	C1	completed
P1.11	Instrument re-alignment (minor modifications)	2	C1	completed
P1.12	Verification of the contrast for coronagraphic masks	1	C1	completed
	Total without contingency	13 days
	Total with 10% contingency	14 days

Pre-Com-Run-1-bis (only needed in case of major re-alignment required after shipping)

#	Activity Name	Duration (days)	Category	Status
P1.11	Instrument re-alignment (major modifications)	12	C1	not required
P1.12	Verification of the contrast for coronagraphic masks	1	C1	not required
	Total without contingency	13 days
	Total with 10% contingency	14 days

Pre-Com-Run-1 (27 June 2022 - 12 July 2022) completed. The Pre-Com-Run-1 activity log in this link.

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 Name	Duration (days)	Category	Status
P2.0	SHARK-NIR Open Cart Activities	1	C1	complete
P2.1	Cable chain cabling and pre-lift verification	2	C1	complete
P2.2	Installation of SHARK-NIR and its electronics on the LBT platform	7	C2	complete
P2.3	Basic functionality, Instrument operability and functioning	1	C3	complete
P2.4	SHARK-NIR alignment to the telescope	3	C3	complete
	Total without contingency	14 days
	Total with 10% contingency	15.5 days

Pre-Com-Run-2 (3-19 October 2022) completed. The Pre-Com-Run-2 activity log in this link.

Pre-Com-Run-3

#	Activity Name	Duration (days)	Category	Status
P2.6	Tip-Tilt internal fast loop test with ASM turbulence	1	C3	complete
P2.7	SHARK-NIR system level NCPA characterization at different telescope elevations	4	C3 + C4	complete (only for Zenith)
P2.5	TCS communication test	1	C3	complete
P2.8	Verification of the mask centering algorithm and final contrast with SOUL-AO and turbulence at ASM	3	C3	complete
P2.9	Star center Fourier mode images	1	C3	complete (remotely)
P2.10	Test of all the remaining templates for sky observations	2	C3	complete (rest of the testing on-sky)
	Total without contingency	12 days
	Total with 10% contingency	13 days

Pre-Com-Run-3 (10-24 November 2022) completed. The Pre-Com-Run-3 activity log in this link.

Phase 3 (Commissioning)

SHARK-NIR Location: LBT platform. All activities are nightime. Some daytime (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 4 runs (Com-Run-#), each corresponding to a trip to LBT. Com-Run-1 consists of common activities essential for every observing case. This will be the first to be tested on-sky. Com-Run-2 to Com-Run-4 are interchangeable. It is currently sorted to have the software complexity in the increasing order and also considering the science interest. By the end of these 4 runs, all the SHARK-NIR observing cases will be verified on sky. For each observing case, one (or a maximum of two) target(s) will be tested. The contrast obtained from the data will be used as the merit function or success criterion. A similar (or another) merit function will be used if contrast is not an option. After completing each run, SHARK-NIR will be ready for Phase 4 (science verification) of the respective observing cases.

Note that, for individual runs (2-4), 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 that 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 15% 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-1

#	Activity Name / Observing Case	Duration (hours)	Seeing Conditions	Category	Status
P3.1	Telescope control – sending preset, telescope mode, offset, and focal plane geometry estimation	3	medium / bad	C5	complete
P3.2	SOUL-AO verification	6	good / medium	C5 + C7	complete (further tuning requires datas to be taken in following runs and day-time activities by Arcetri team following)
P3.3	Pupil alignment (for checking the pupil position and working of the script)	2	bad	C5 + C6	complete
P3.4	PSF Alignment	3	good / medium	C5 + C6	complete
P3.5	Verify the ADC rotation on sky	4	medium / bad	C5	complete
P3.6	Checking field-stabilized mode/bearing rotation service	2	bad	C5	complete
P3.7	Internal TT loop working and performance (in different magnitude)	3	good / medium	C5 + C7	complete
P3.8	NCPA working and performance & checking for pupil shifts	8	medium (up to 1")	C5 + C7	complete but data will be taken on objects in next runs
P3.9	Check the acquisition procedure	2	medium	C5	complete
P3.10	Sky background	2	bad	C5 + C6	complete
P3.11	Astrometry plate scale and orientation	2	good / medium	C5 + C6	partially complete, need more data
P3.12	Distortion map	2	good / medium	C5 + C6	partially complete, need more data
OC1	Direct imaging - pupil stabilized	3	medium / bad	C5 + C7	complete
OC2	DBI - Direct imaging - pupil stabilized	3	medium / bad	C5 + C7	to be done
OC3	Direct imaging - field stabilized	3	medium / bad	C5 + C7	complete
OC4	DBI - Direct imaging - field stabilized	3	medium / bad	C5 + C7	to be done
	Total duration without contingency	51 hours = 5.67 nights	Assumption: 1 night = 9 hours
	Total duration with 15% contingency (rounded up)	7 nights

Com-Run-1 (6-11 January 2023) is complete. The Com-Run-1 activity log in this link.

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

Com-Run-2

#	Activity Name / Observing Case	Duration (hours)	Seeing Conditions	Category	Status
Test	Test / Correction following previous Com-Run-#	4	bad	C5
P3.3	Pupil alignment (for SP-1, GL and FQPM)	1	bad	C5 + C6	completed for GL and SP-1 in Com-Run-1/2
P3.4	PSF Alignment (for SP-1, GL and FQPM)	2	good / medium	C5 + C6	completed for GL and SP-1 in Com-Run-1/2
P3.14	Star center Fourier mode images	1	good / medium	C5 + C6	complete, but checks at fainter magnitudes in upcoming runs, low priority
P3.15	Flux calibration (off-centered target observation) (for GL and FQPM and SP-1 )	2	good / medium	C5 + C6	completed for GL and SP-1 in Com-Run-1/2
P3.16	Instrumental throughput and absolute flux calibration (for a set of filters)	2	bad	C5 + C6	completed for GL and SP-1 in Com-Run-1/2
P3.17	Orient the apodizers (for SP-1)	1 (not considered for calculation)	bad	C5 + C6	completed
OC5	Coronagraphic imaging - GL - field stabilized	3	good / medium	C5 + C7	completed (TBV by EC)
OC6	Coronagraphic imaging - GL - pupil stabilized	3 (not considered for calculation)	good / medium	C5 + C7	completed in Com-Run-1
OC7	Coronagraphic imaging - FQPM - pupil stabilized	3	good / medium	C5 + C7	to be done
OC8	Coronagraphic imaging - SP1 - pupil stabilized	3	good / medium	C5 + C7	completed
	Total duration without contingency	21 hours = 2.33 nights	Assumption: 1 night = 9 hours
	Total duration with 15% contingency (rounded up)	3 nights

Com-Run-2 (6-8 March 2023) is complete. The Com-Run-2 activity log in this link.

Phase 4 science verification of the observing cases (5-6) may start after Com-Run-2.

Com-Run-3

#	Activity Name / Observing Case	Duration (hours)	Seeing Conditions	Category	Status
Test	Test / Correction following previous Com-Run-#	4	bad	C5
P3.3	Pupil alignment (for SP-2, SP-3)	1	bad	C5 + C6	to be done
P3.4	PSF Alignment (for SP-2, SP-3)	2	good / medium	C5 + C6	to be done
P3.17	Orient the coronagraphs (orient apodizers)	1	bad	C5 + C6	to be done
P3.15	Flux calibration (off-centered target observation) (for SP-2, SP-3)	2	good / medium	C5 + C6	to be done
OC8	Coronagraphic imaging - SP1 - pupil stabilized	3	good / medium	C5 + C7	completed, data taken during Com-Run-2, 3, 4
OC9	DBI - Coronagraphic imaging - SP1 - pupil stabilized	3	good / medium	C5 + C7	to be done
OC10	Coronagraphic imaging - SP2 - pupil stabilized	3	good / medium	C5 + C7	to be done
OC11	DBI - Coronagraphic imaging - SP2 - pupil stabilized	3	good / medium	C5 + C7	to be done
OC12	Coronagraphic imaging - SP3 - pupil stabilized	3	good / medium	C5 + C7	to be done
OC13	DBI - Coronagraphic imaging - SP3 - pupil stabilized	3	good / medium	C5 + C7	to be done
	Total duration without contingency	28 hours = 3.11 nights	Assumption: 1 night = 9 hours
	Total duration with 15% contingency (rounded up)	4 nights

Com-Run-3 (2-5 May 2023) is complete. The Com-Run-3 activity log in this link.

Phase 4 science verification of the observing cases (8-13) may start after Com-Run-3.

Com-Run-4

#	Activity Name / Observing Case	Duration (hours)	Seeing Conditions	Category	Status
Test	Test / Correction following previous Com-Run-#	3	bad	C5
P3.4	PSF Alignment (for SLIT-1 and SLIT-2)	2	good / medium	C5 + C6	completed for SLIT-1 in Com-Run-4
P3.18	Point the slit	8	medium / bad	C5	completed in Com-Run-4
P3.19	Atmospheric calibration	2	good / medium	C5 + C6	completed in Com-Run-4
P3.20	Flux calibration for LSS	2	good / medium	C5 + C6	completed in Com-Run-4
OC14	LSS (R~100) companion (0.1" < distance < 0.2")	3	good / medium	C5 + C7	completed for SLIT-1 in Com-Run-4
OC15	LSS (R~800) companion (distance > 0.2")	3	good / medium	C5 + C7	completed for SLIT-1 in Com-Run-4
	Total duration without contingency	21 hours = 2.33 nights	Assumption: 1 night = 9 hours
	Total duration with 15% contingency (rounded up)	3 nights

Com-Run-4 (1-3 October 2023) is complete. The Com-Run-4 activity log in this link.

Phase 4 science verification of the observing cases (14-17) may start after Com-Run-4.

Total nights requested = 17 (Assumption: 1 night = 9 hours).

Phase 4 (Science Verification / Early Science)

SHARK-NIR Location : LBT platform. All nighttime activities. 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.

SN-ES-Run-1

#	Activity Name / Observing Case	Duration (nights)	Seeing Conditions	Category
P4.1	Exo-planet: Giant planets and brown dwarfs in SFR, stellar associations, & young open clusters	8		C8
P4.2	Exo-planet: Astrometry	1		C8
P4.3	Exo-planet: Spectroscopic Characterization of known sub-stellar companions	3		C8
P4.4	Disk: High-contrast images of circumstellar disks	3		C8
P4.5	Disk: Coronagraphic imaging of stellar jets	0.5		C8
P4.6	Disk: Jets investigated with long-slit spectra	0.5		C8
P4.7	Extragalactic: QSO & AGNs	3		C8
P4.8	Solar system: Size and shape of main-belt astroids	0.5		C8
P4.9	Solar system: Surface heterogeneity of trans-neptunian objects	0.5		C8
	Total duration with 5% contingency	21 nights

When Phase 4 science verification completes, SHARK-NIR may be offered to the community under shared-risk!!!

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Plain Text

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