NGAO InstrumentationNGAO Instrumentation

OverviewOverview

September 2008September 2008UpdatedUpdated

Sean AdkinsSean Adkins

2

Introduction• NGAO Instrumentation Activities

– Support PDR success• Design and build to cost objectives

– Requirements changes– Scope changes– Cost estimates

• Systems engineering goals• Interface definitions• Address SDR report comments related to instrumentation

– Move instrument designs forward• Address most challenging design aspects• Develop firm interface definitions with AO system• Support other design activities

– AO enclosure and structure design– AO optical design, particularly dichroic system, wavefront error allocations– Overall OOCD– Master command sequencer

• Develop full plans for design and fabrication

3

Overview of Instrumentation

• Introduction• Review of existing instrument requirements and concepts

– Near-IR Imager

– Visible Imager

– d-IFS

• Initial Plan

4

Requirements Review

• Overall Instrumentation Plan at SDR:– Multi-object deployable integral field spectrograph (d-IFS)

– Near-IR Imager

– Visible Imager

– OSIRIS

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0.3 0.4 0.5 0.6 0.7 0.8 0.9 1 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 2 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 3

Wavelength, mm

Tra

ns

mis

sio

n, %

NGAO near-IR

NGAO visible

NGAO rl

NGAO i'

NGAO z'

NGAO z spec

K Y J H

5

d-IFS

• OSM design shared/common with near-IR TT probes• Spectrograph is heritage design except for mirror slicer • Easily built in modules

Performance requirements Value(s) Wavelength range 1.05 to 2.45 mm (J, H, K bands), one entire band in a single

exposure. Spatial Sampling < 70 mas, goal of 50 mas, with the required EE fraction Encircled Energy ≥ 50% in one spatial sample for 30% sky coverage Field of view 1" x 3" per object channel Field of regard 120" diameter Background <30% over the unattenuated background from sky+telescope,

goal of <20% Sky coverage ≥ 30%

Observing modes Number of object channels

6 to 12

Imaging Direct imaging through slicer Close packing 2 x 3 pattern with a goal of ~0.5" gaps between IFS channels Spectroscopy

Spectral resolution R ~ 4,000 Sampling ~2000 pixels per spectra

6

d-IFS

• Major optical path subsystems– OSM

– MOAO Relay

– Dewar• Filter Wheel• K-mirror• Re-imager• Image Sampler• Spectrograph

7

d-IFS Design Preparation• Pre-requisites

– AO system wide field optical characteristics– OSM configuration concept– Confirmation of available envelope and mounting configuration for instrument

• Initial AO System to Instrument interface definitions– Optical– Mechanical– Electronic/Electrical– Software

• Alignment and Calibration Concept for Instrument on AO System

• Trade Studies– AO and Instrumental Wavefront Error– Spatial Scales– Close Packing– Spectral Resolutions– Imaging Mode

8

d-IFS

WBS # Title1 Deployable Multi-Object IFU Spectrograph

1.1 Management1.2 Science1.3 Instrument Design and Fabrication

1.3.1 Design1.3.1.1 System Design

1.3.1.1.1 Documentation1.3.1.1.2 Trade Studies1.3.1.1.3 Performance and Error Budgets1.3.1.1.4 Shared Facilities

1.3.1.1.4.1 AO System1.3.1.1.4.1.1 Low Order AO Relay1.3.1.1.4.1.2 ADC1.3.1.1.4.1.3 Near-IR Dichroics1.3.1.1.4.1.4 Near-IR tip-tilt Pick-off Mechanism1.3.1.1.4.1.5 Calibration Faciltiy

1.3.1.1.4.2 Nasmyth Enclosure1.3.1.1.5 Instrument

1.3.1.1.5.1 OSM1.3.1.1.5.2 MOAO Relay1.3.1.1.5.3 Dewar

1.3.1.1.5.3.1 Cold Assemblies1.3.1.1.5.3.1.1 Dewar Internal Structure1.3.1.1.5.3.1.2 Filter Wheel1.3.1.1.5.3.1.3 K-mirror1.3.1.1.5.3.1.4 Re-imager1.3.1.1.5.3.1.5 Image Sampler1.3.1.1.5.3.1.6 Spectrograph

1.3.1.1.5.3.1.6.1 Collimator1.3.1.1.5.3.1.6.2 Grating1.3.1.1.5.3.1.6.3 Camera1.3.1.1.5.3.1.6.4 Detector Head

1.3.1.1.5.3.2 Warm Assemblies1.3.1.1.5.3.2.1 Dewar Shell1.3.1.1.5.3.2.2 Window1.3.1.1.5.3.2.3 External Connections1.3.1.1.5.3.2.4 Vacuum System1.3.1.1.5.3.2.5 Cryogenic System

1.3.1.1.5.4 Support Structure1.3.1.1.5.5 Electronics1.3.1.1.5.6 Software1.3.1.1.5.7 Interfaces

9

Near-IR Imager

• Simple, high performance imager• Design based on heritage where possible

Performance requirements Value(s) Wavelength range 0.97 to 2.45 mm (Y,J, H, K bands) FOV 30" Pixel scales 10 mas (2 pixel sampling in Y band)

6.7 mas (3 pixel sampling in Y band) Background <30% over the unattenuated background from sky+telescope,

goal of <20% Observing modes

Imaging Adjustable Lyot stop Coronagraphy 6/D apodized pupil Lyot coronagraph Filters Photometric Y, J, H, K, also K', Ks, narrow band TBD

10

Near-IR Imager

• Major optical path subsystems:– Input Baffle

– APLC• Pupil Imager• Focal Plane Mask• Adjustable Lyot Stop

– Filter Wheels

– Camera

– Detector Head

20.49

Ø30.00

27.32

Ø30.00

H2RG, Y band cut off2k x 2k with 10 mas (2 pixel) sampling

H4RG, Y band cut off4k x 4k with 6.7 mas (3 pixel) sampling

Dewar window

Focal plane maskInput baffle

Adjustable pupilstop

Filter wheels

Camera

Detector

11

Near-IR Imager Design Preparation

• Pre-requisites– AO system narrow field optical characteristics

– Confirmation of available envelope and mounting configuration for instrument

• Initial AO System to Instrument interface definitions– Optical

– Mechanical

– Electronic/Electrical

– Software

• Alignment and Calibration Concept for Instrument on AO System• Trade Studies

– AO and Instrumental Wavefront Error

– Pixel Scale

– Short Wavelength Cut-off

12

Near_IR ImagerInstrument

DewarCold Assemblies

Dewar Internal StructureInput BaffleAPLC

Pupil ImagerFocal Plane MaskAdjustable Lyot Stop

Filter WheelsCameraDetector Head

Warm AssembliesDewar ShellWindowExternal ConnectionsVacuum SystemCryogenic System

ElectronicsDetectorDetector ControlMotion ControlPower ControlPressure MonitoringTemperature Monitoring and ControlCabling and Interconnections

SoftwareGlobal ServerMotion ControlPower ControlPressure MonitoringTemperature Monitoring and ControlUser InterfacesData Reduction Tools

InterfacesMechanicalElectronicSoftware

AccessoriesAlignment ToolingAssembly Tooling

Manuals and Documentation

Near-IR Imager

13

Visible Imager

• Simple, high performance imager• Design based on heritage where possible

Performance requirements Value(s) Wavelength range 0.7 to 1.05 mm FOV

Imaging IFU

30" 2" x 2"

Pixel scales 4.8 mas (3 pixel sampling in i' band) 4 mas (3 pixel sampling in NGAO rl band)

Background <30% over the unattenuated background from sky+telescope, goal of <20%

Observing modes Imaging Adjustable Lyot stop Spectroscopy IFU with 13 mas sampling (diffraction limited in NGAO rl

band), R ~100 Coronagraphy 10/D apodized pupil Lyot coronagraph Filters Photometric NGAO rl, i', z', NGAO z spec, other narrow

band filters (Hα, CaII triplet) TBD.

14

Visible Imager

• Major optical path subsystems– Input Baffle

– Filter Wheels

– Camera• Full Field Camera• Integral Field Camera• Camera Exchange Mechanism

– Detector • Cryostat

– Focal Plane Assembly

– Cooling System

– Window

• Focus Mechanism

Dewar window

Focal plane mask

Input baffle

Adjustable pupilstop

Filter wheel

f/72.5 Camera

Detector

f/24 Camera

IFU

Camera / IFUchanger

No Coronagraph

15

Visible Imager Design Preparation

• Pre-requisites– AO system narrow field optical characteristics

– Confirmation of available envelope and mounting configuration for instrument

• Initial AO System to Instrument interface definitions– Optical

– Mechanical

– Electronic/Electrical

– Software

• Alignment and Calibration Concept for Instrument on AO System• Trade Studies

– AO and Instrumental Wavefront Error

– Pixel Scale

– IFU Capability

16

Visible ImagerVisible Imager

InstrumentInstrument StructureInput BaffleAPLC

Pupil ImagerFocal Plane MaskAdjustable Lyot Stop

Filter WheelsCamera

Full Field CameraIntegral Field CameraCamera Exchange Mechanism

Detector CryostatDewarFocal Plane AssemblyCooling SystemFocus MechanismWindow

External ConnectionsElectronics

DetectorDetector ControlMotion ControlPower ControlTemperature Monitoring and ControlCabling and Interconnections

SoftwareGlobal ServerMotion ControlPower ControlTemperature Monitoring and ControlUser InterfacesData Reduction Tools

InterfacesMechanicalElectronicSoftware

AccessoriesAlignment ToolingAssembly Tooling

Manuals and Documentation

17

Costs in “Then Year” Dollars

• d-IFS $12.8M plus $1.2M contingency• Near-IR Imager $3.7M plus $550K contingency• Visible Imager $3.4M plus $510K contingency

• Total $22.16M with contingency and 4% cost inflation

18

d-IFS1 FTE 1824 hoursinflation 4% % per annum

1 2 3 4 5 6Project starts in May 2008 Calender 2008 Calendar 2009 Calendar 2010 Calendar 2011 Calendar 2012 Calendar 2013 Calendar 2014 (delivery to NGAO 8/13)Project Phase SD SD PD DD FSD

TotalsExpenses Notes Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost

LaborSean Adkins, Co-principal Investigator 1 324 33,048$ 414 42,228$ 420 29,528$ 420 30,709$ 420 31,937$ 420 33,215$ 420 34,543$ 2838 235,207$ James Larkin, Co-principal Investigator 2 337 11,105$ 249 11,549$ 420 12,491$ 420 12,991$ 420 13,511$ 420 14,051$ 420 14,613$ 2686 90,311$ Optical Engineering 3,4 1136 86,016$ 554 45,290$ 1368 88,778$ 1368 92,329$ 912 64,015$ 273.6 19,973$ 273.6 20,771$ 5885.2 417,171$ Mechanical Engineering 3,4 997 65,330$ 999 66,331$ 2280 147,963$ 2280 153,881$ 912 64,015$ 912 66,575$ 456 34,619$ 8836 598,715$ Electrical Engineering 3,4 10 600$ 136 8,486$ 547.2 35,511$ 547.2 36,932$ 912 64,015$ 912 66,575$ 456 34,619$ 3520.4 246,738$ Software Engineering 3,4 67 4,020$ 209 13,042$ 364.8 23,674$ 364.8 24,621$ 912 64,015$ 912 66,575$ 912 69,238$ 3741.6 265,185$ Support Astronomer/Science Team 5 0 -$ 0 -$ 364.8 22,490$ 364.8 23,390$ 364.8 24,326$ 364.8 25,299$ 364.8 26,311$ 1824 121,815$ Post Doctoral Associates 1216 43,333$ 1064 39,433$ 1064 35,152$ 1064 36,558$ 1064 38,020$ 1064 39,541$ 1064 41,123$ 7600 273,161$ Other (management, technical staff)

Management 6 0 -$ 0 -$ 0 -$ 0 -$ 0 -$ 0 -$ 0 -$ 0 -$ Technicians 7 0 -$ 0 -$ 547.2 20,715$ 547.2 21,543$ 3283.2 134,431$ 3283.2 139,808$ 1459.2 64,622$ 9120 381,119$

Total Salaries and Wages 243,452$ 226,359$ 416,302$ 432,954$ 498,283$ 471,612$ 340,460$ 2,629,423$ Fringe Benefits 8 73,036$ 67,908$ 124,891$ 129,886$ 149,485$ 141,484$ 102,138$ 788,827$ Total Salaries, Wages and Fringe Benefits 316,488$ 294,267$ 541,193$ 562,840$ 647,768$ 613,095$ 442,598$ 3,418,250$

ProcurementsEquipment and Fabrications 14 60,000$ 80,000$ 1,353,000$ 4,059,000$ 1,353,000$ 6,905,000$ Misc. Supplies and Meeting Costs 9 -$ -$ 5,000$ 5,408$ 5,624$ 5,849$ 6,083$ 27,965$ Travel 9 15,352$ 15,966$ 16,000$ 17,306$ 17,998$ 18,718$ 19,466$ 120,806$

Total Non-Labor Costs 15,352$ 15,966$ 81,000$ 102,714$ 1,376,622$ 4,083,567$ 1,378,550$ 7,053,770$ Contingency 10 47,473$ 44,140$ 87,679$ 92,967$ 233,028$ 498,449$ 202,298$ 1,206,034$ Indirect Costs 11 185,863 173,643 318,437 332,475 443,165 556,695 328,519 2,338,797

Project Total 12 565,177$ 528,016$ 1,028,309$ 1,090,996$ 2,700,583$ 5,751,806$ 2,351,964$ 14,016,851$

1. Labor cost based on a blended WMKO/mainland rate of $102 per hour in FY08 for years 1 and 2, based on WMKO rate of $65 per hour in FY08 for balance of project.2. 2 months summer salary in each project year.3. After years 1 and 2, labor cost based on a blended WMKO/mainland rate of $60 per hour in FY08.4. Inflation at 4% per year applied to labor.5. Labor cost based on a WMKO rate of $57 per hour in FY08, assume academic appointment (zero cost) for other science participation.6. Management labor included in estimate for Sean Adkins7. Technician labor cost based on a blended WMKO/mainland rate of $35 per hour in FY08.8. Benefits at 30% rate.9. Inflation applied at 4% per year.10. 15% in each project year for labor, 10% for materials.11. 49% on total salaries, wages and fringe benefits, and all non-labor costs except equipment.12. The years 1 and 2 totals are less than the ATI proposal budget by ~$500, the variance is due to rounding effects.14. Equipment costs are probe arm prototype in PD phase, mirror slicer and misc. prototypes in DD phase

19

Construction CostEquipment and Fabrication EstimateObject Selection Mechanism (OSM)

Structure 150,000$ Probe Arm

Optics 10,000$ Mechanical structure 30,000$ Electronics and controls 8,000$

Six probe arms 288,000$ Total for OSM 438,000$ Per object channel costs:MOAO relay 150,000$ Spectrograph Dewars

Structure and shell 100,000$ Filter wheel 20,000$ Optics

ADC 15,000$ K-mirror rotator 8,000$ Re-imaging optics 15,000$ Mirror slicer 80,000$ Collimator 40,000$ Camera 80,000$ Grating 60,000$

Detector (Hawaii-2RG) 436,500$ Pulse tube cooler 20,000$

ElectronicsMotion control 6,000$ Temperature and vacuum 6,500$ Detector target computer 3,000$ Power control 2,000$ Enclosure 2,000$ Cables and interconnects 8,000$

Total per channel costs 1,052,000$ Six channels 6,312,000$ Host computer and data storage 15,000$ Total costs 6,765,000$

20

Near-IR Imager

1 FTE 1824 hoursinflation 4% % per annum

2 3 4 5 6Calendar 2009 Calendar 2010 Calendar 2011 Calendar 2012 Calendar 2013 (delivery to NGAO 4/5/13)

Project Phase PD DD FSDTotals

Expenses Notes Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours CostLabor

Optical Engineering 1,2 912 59,185$ 912 61,553$ 912 64,015$ -$ -$ 2736 184,752$ Mechanical Engineering 1,2 2736 177,555$ 2736 184,658$ 912 64,015$ 912 66,575$ 228 17,310$ 7524 510,113$ Electrical Engineering 1,2 364.8 23,674$ 364.8 24,621$ 912 64,015$ 912 66,575$ 228 17,310$ 2781.6 196,195$ Software Engineering 1,2 364.8 23,674$ 364.8 24,621$ 912 64,015$ 912 66,575$ 228 17,310$ 2781.6 196,195$ Support Astronomer/Project Scientist 3 364.8 22,490$ 364.8 23,390$ 364.8 24,326$ 364.8 25,299$ 91.2 6,578$ 1550.4 102,082$ Other (management, technical staff)

Management 4 456 32,059$ 456 33,341$ 456 34,675$ 456 36,062$ 114 9,376$ 1938 145,512$ Technicians 5 -$ -$ 2736 112,026$ 2736 116,507$ 912 40,389$ 6384 268,921$

Total Salaries and Wages 338,638$ 352,183$ 427,084$ 377,593$ 108,271$ 1,603,769$ Fringe Benefits 6 101,591$ 105,655$ 128,125$ 113,278$ 32,481$ 481,131$ Total Salaries, Wages and Fringe Benefits 440,229$ 457,838$ 555,210$ 490,870$ 140,753$ 2,084,900$

ProcurementsEquipment and Fabrications 600,000$ 431,250$ 431,250$ 1,462,500$ Misc. Supplies and Meeting Costs 10,000$ 10,816$ 11,249$ 11,699$ 3,042$ 46,805$ Travel 20,000$ 21,632$ 22,497$ 23,397$ 12,167$ 99,693$

Total Non-Labor Costs 30,000$ 632,448$ 464,996$ 466,346$ 15,208$ 1,608,998$ Project Total 470,229$ 1,090,286$ 1,020,206$ 957,216$ 155,961$ 3,693,898$

1. Labor cost based on a blended WMKO/mainland rate of $60 per hour in FY08.2. Inflation at 4% per year applied to labor.3. Labor cost based on a WMKO rate of $57 per hour in FY08, assume academic appointment (zero cost) for other science participation.4. Management labor cost based on a WMKO senior management rate of $65 per hour in FY085. Technician labor cost based on a blended WMKO/mainland rate of $35 per hour in FY08.6. Benefits at 30% rate.7. Inflation applied at 4% per year.

21

Visible Imager1 FTE 1824 hoursinflation 4% % per annum

2 3 4 5 6Calendar 2009 Calendar 2010 Calendar 2011 Calendar 2012 Calendar 2013 (delivery to NGAO 4/5/13)

Project Phase PD DD FSDTotals

Expenses Notes Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours CostLabor

Optical Engineering 1,2 912 59,185$ 912 61,553$ 912 64,015$ -$ -$ 2736 184,752$ Mechanical Engineering 1,2 2736 177,555$ 2736 184,658$ 912 64,015$ 912 66,575$ 228 17,310$ 7524 510,113$ Electrical Engineering 1,2 364.8 23,674$ 364.8 24,621$ 912 64,015$ 912 66,575$ 228 17,310$ 2781.6 196,195$ Software Engineering 1,2 364.8 23,674$ 364.8 24,621$ 912 64,015$ 912 66,575$ 228 17,310$ 2781.6 196,195$ Support Astronomer/Project Scientist 3 364.8 22,490$ 364.8 23,390$ 364.8 24,326$ 364.8 25,299$ 91.2 6,578$ 1550.4 102,082$ Other (management, technical staff)

Management 4 456 32,059$ 456 33,341$ 456 34,675$ 456 36,062$ 114 9,376$ 1938 145,512$ Technicians 5 -$ -$ 2736 112,026$ 2736 116,507$ 912 40,389$ 6384 268,921$

Total Salaries and Wages 338,638$ 352,183$ 427,084$ 377,593$ 108,271$ 1,603,769$ Fringe Benefits 6 101,591$ 105,655$ 128,125$ 113,278$ 32,481$ 481,131$ Total Salaries, Wages and Fringe Benefits 440,229$ 457,838$ 555,210$ 490,870$ 140,753$ 2,084,900$

ProcurementsEquipment and Fabrications 470,000$ 342,250$ 342,250$ 1,154,500$ Misc. Supplies and Meeting Costs 10,000$ 10,816$ 11,249$ 11,699$ 3,042$ 46,805$ Travel 20,000$ 21,632$ 22,497$ 23,397$ 12,167$ 99,693$

Total Non-Labor Costs 30,000$ 502,448$ 375,996$ 377,346$ 15,208$ 1,300,998$ Project Total 470,229$ 960,286$ 931,206$ 868,216$ 155,961$ 3,385,898$

507,884.70$ 1. Labor cost based on a blended WMKO/mainland rate of $60 per hour in FY08.2. Inflation at 4% per year applied to labor.3. Labor cost based on a WMKO rate of $57 per hour in FY08, assume academic appointment (zero cost) for other science participation.4. Management labor cost based on a WMKO senior management rate of $65 per hour in FY085. Technician labor cost based on a blended WMKO/mainland rate of $35 per hour in FY08.6. Benefits at 30% rate.7. Inflation applied at 4% per year.

22

Imager Construction Cost Estimates

Equipment and Fabrication EstimateDewar

Structure and shell 200,000$ Optics 600,000$ Filter wheel 40,000$ Coronagraph 80,000$ Detector (Hawaii-2RG) 485,000$ Pulse tube cooler 20,000$

ElectronicsMotion control 6,000$ Temperature and vacuum 6,500$ Detector target computer 3,000$ Host computer 5,000$ Power control 4,000$ Enclosure 3,000$ Cables and interconnects 10,000$

Total 1,462,500$

Near-IR Imager Visible Imager (No coronagraph)

Equipment and Fabrication EstimateStructure 100,000$ Optics 470,000$ IFU $50,000Grism $80,000Filter wheel 25,000$ Detector (LBNL 4K x 4K) 300,000$ Detector dewar 80,000$ Cryotiger cooler 12,000$ Electronics

Motion control 6,000$ Temperature and vacuum 6,500$ Detector target computer 3,000$ Host computer 5,000$ Power control 4,000$ Enclosure 3,000$ Cables and interconnects 10,000$

Total 1,154,500$