Conceptual Design Review for the Gemini Near-Infrared Integral Field Spectrograph

 

Final Report of the Review Committee

March 23, 2000

 

Review Committee Members

 

Simon Morris - DAO/HIA/NRC – Chair

John Rayner - IfA

Jeff Douglass - IfA

Robert Nolan - Gemini

Mark Hunten - Gemini (telecon part time)

Corinne Boyer - Gemini (telecon part time)

Jim Oschmann - Gemini (telecon full time)

 

Introduction

 

We would like to commend the entire NIFS team on a very well prepared documented and presented Conceptual Design Review. In almost all areas the material was well past typical CoDR. In particular, we were impressed by the well thought out and explained set of issues that the NIFS team asked for comment on, and we have closely followed their format in the report below.

 

The NIFS team is clearly able to do this project as proposed, i.e. if the IFA does the NIRI duplication. They also seem to have a good idea of the work needed if the IFA does not do the fabrication. The team also clearly put a lot of effort into fast tracking this project.

 

Caveat: The NIFS review committee would like to note that while we have carefully considered the NIFS science case and the CoDR technical documentation (producing the recommendations listed below), we have not considered the way that NIFS fits into the Gemini On-going Instrumentation Plan (OGIP). In our opinion NIFS has a compelling science case, and would be a powerful instrument, but we are not able (with the people involved and the time available) to put this in the context of the OGIP. We were not asked to produce, and are not making, a recommendation about NIFS ranking relative to other instruments or facilities in the OGIP.

 

Recommendations

 

Issues raised by the NIFS team are in black. The CoDR committee recommendations and comments are in red. The NIFS team responses are in blue.

 

Performance Issues

 

Issues Raised by NIFS team

 

Impact of detector performance on science capability?

·        Dark current

·        Systematic noise sources

·        Sky variations

The committee feels that the modeling done by the NIFS team was very complete. The committee is optimistic that a large fraction of the science case is possible with the NIFS instrument as presented. That said, it would be nice by CDR to have improved the models to include some of the possible systematic noise sources such as systematic errors from improper subtraction of dark current, and possibly residual fringing.

 

NIFS RESPONSE: The committee’s supportive comments go only part way to alleviating concerns that the moderate spectral resolution, fine pixel sampling, and need for suitable AO guide stars will significantly restrict the range of science targets accessible to NIFS.

 

Further modeling will be performed during CDR along the lines proposed and as the detector parameters become better defined.

 

Confidence in performance predictions. The NIFS team needs to compare with the NIRSPEC results, and might benefit from comparisons with the CIRPASS models.

 

NIFS RESPONSE: Comparisons with NIRSPEC and CIRPASS performance will be made during CDR.

 

Availability of AO guide stars. The committee feels that the science cases presented are all possible.

 

NIFS RESPONSE: Despite the committee’s confidence, guide star availability remains a severe limitation on all AO observations of specific science targets. This can only be avoided if NIFS is able to reach high redshift galaxies that can be selected for their proximity to suitable guide stars. The scientific scope of NIFS will be investigated further during CDR by developing specific observing programs for each of the main science drivers based on actual science objects and using actual AO guide stars.

 

PSF determination. The committee believes that the on-axis PSF will be well determined by the time of NIFS delivery. There is less certainty that the off-axis PSF will be well known at that time. When NIFS is being used, it might also be necessary to take calibration frames with NIRI to measure the off-axis PSF degradation. It would be of interest to improve the modeling to account for the different PSF shape in the sliced and non-sliced directions. This modeling is not essential.

 

NIFS RESPONSE: The effects of imperfect PSF determination will be considered for each of the science cases during CDR.

 

 

Other Issues

 

The committee suggests modifying the operational concepts to include the use of OH lines for wavelength calibration.

 

NIFS RESPONSE: Agreed.

 

 

The committee also suggests modifying the operational concepts to try to minimize the times when the detector is illuminated by a bright source (e.g. OIWFS star, flat fields, undispersed science targets) so as to reduce the possible illumination dependent detector changes (persistence or bias changes).

 

NIFS RESPONSE: Agreed.

 

Science Issues

 

Issues Raised by NIFS team

 

Impact of detector performance on science capability

·        Dark current

·        Systematic noise sources

See above.

 

Breadth of science capability

The committee feels that the science cases presented are broad enough, especially given the fast tracked nature of NIFS

 

Impact of guide star availability

See above.

 

Impact of small FOV

·        Little galactic science

·        No z<0.8 galaxies

We suspect that galactic science and z<0.8 science cases can be developed for this instrument. Examples would include polarimetry of YSOs (TBD if a wire grid will be in, although the committee does recommend its inclusion) and quantification of star formation processes in z<0.8 galaxies.

 

Impact of pixel size

We agree with the NIFS compromise on this.

 

Impact of PSF determination

See above.

 

Other Issues

 

None

 

Optical Issues

 

Issues Raised by NIFS team

 

Offner relay or incidental pupil for cold stop. An Offner is not necessary.

 

NIFS RESPONSE: Agreed. The baseline optical design does not include an Offner relay. This will be reconsidered only if stray light analysis reveals problems baffling the simple optical design.

 

Concentric or Linear IFU. The committee suggests that a quick prototype of the fly cutter approach could then make the concentric IFU the clear choice, in agreement with the NIFS baseline.

 

NIFS RESPONSE: Agreed. Diamond machining a fly cut mirror and testing its surface quality will be an early priority in the CDR.

 

R~5300 or R~4000 resolving power. R=5300 preferred. We also suggest using just 2 J, 1 H and 2 K gratings all at around this resolution thereby covering the full J, H and K bands along with 1 mirror in the grating wheel.

 

NIFS RESPONSE: Agreed. R=5300 is the best compromise allowing the broadest range of science to be addressed with the smallest grating suite. The proposed grating suite is optimal if there is no requirement to record all of the accessible K band in one exposure.

 

3.0 or 3.6 arcsec square field size. See above =>3.0 arcsec, with a 26.3mm beam

 

Focus control. We agree that this is not needed.

 

NIFS RESPONSE: Agreed. No active focus control will be provided on the science detector or the OIWFS.

 

Diamond turned machining for non-IFU mirrors. The committee suggests that this could be a big saving in time and cost. To realize these savings the NIFS team should try to eliminate alignment adjustments (apart from possibly some shims), and only post-polish optics with little risk of loosing the benefit of accurate registration or figure quality.

 

NIFS RESPONSE: Agreed. Alignment adjustments will be eliminated where further analysis shows this to be appropriate.

 

Other Issues

 

The wavefront budget in the current documentation should be corrected to reduce the 80nm contribution from diamond turned optics to 40nm.

 

NIFS RESPONSE: Suppliers will be contacted to determine diamond machining figure accuracy and the optical error budget will be modified accordingly.

 

The optical design will also have to consider the case of a blocker in front of the detector.

 

NIFS RESPONSE: Agreed. We will investigate cooling the silica field flattener and using it to block 4-5 µm radiation.

 

The NIFS team needs to re-optimize the camera design using cold indices of refraction.

 

NIFS RESPONSE: Agreed.

 

The committee notes that there may be a difference in scattering performance between blaze to camera and blaze to collimator choices for the grating. This should not alter the recommendation above, but should be measured, as suggested by the NIFS team.

 

NIFS RESPONSE: This is difficult to quantify and the choice between blaze-to-collimator and blaze-to-camera configurations is driven by other factors (i.e., field-of-view). Consequently, we will request scattering information for the two configurations from the Richardson Grating Lab, but do not propose to divert design effort to make these measurements ourselves.

 

The committee endorses the consideration of gold coating for the optics.

 

NIFS RESPONSE: Agreed. The NIFS mirrors will be gold coated as appropriate.

 

Mechanical Issues

 

Issues Raised by NIFS team

 

Baffling efficiency of input optics

The committee believes baffles at grazing incidence have to be rippled or may have to be removed. The stepped bore baffles shown in a viewgraph after the focal plane wheel need to be reversed.

 

NIFS RESPONSE: Agreed. Details of the baffling design will be developed during CDR.

 

Alignment of image slicer

The two approaches to producing the IFU fan were well specified and both seemed feasible. The committee feels that the NIFS teams' own past experience with slicer fabrication will allow them to determine their best option for fabrication.

 

NIFS RESPONSE: The two approaches will be investigated further during CDR.

 

Alignment of pupil and field mirror arrays

The committee suggests trying to mount the pupil and field arrays as a module with the tri-fold mirror in a pseudo-monolithic approach. This will take advantage of precision machining the parts with the goal of minimizing alignment effort.

 

NIFS RESPONSE: Agreed. The mirror arrays and the tri-fold mirror will be mounted in a single module with the minimum of adjustments.

 

Stability of all mounts, esp. the grating wheel

The committee hopes that the reduced grating complement suggested above will somewhat alleviate this problem. Nevertheless, the grating wheel stability remains a concern. This is a 'tall-pole' in the mechanical design.

 

NIFS RESPONSE: Agreed. The design for the grating wheel mount will be developed further during CDR.

 

Baffling efficiency within the spectrograph

The baffling presented in the spectrograph seemed reasonable.

 

NIFS RESPONSE: The baffling design will be developed further during CDR.

 

Thermal gradients across the CWS plate

As shown by the NIFS team, the gradient as experienced in NIRI (5 degrees) should have negligible effect on this optical design.

 

NIFS RESPONSE: Agreed.

 

Other Issues

 

The committee believes the NIFS team should cryotreat the optics and mounts after rough machining. Cryo-treating details can be discussed with NIRI or Gemini staff.

 

NIFS RESPONSE: Agreed.

 

The committee recommends using a warm MUX for alignment.

 

NIFS RESPONSE: Agreed.

 

The committee notes that the grating mount will have to include both tip-tilt and rotation.

 

NIFS RESPONSE: Agreed.

 

The committee believes the OIWFS source below the IFU pickoff is a good design and should be implemented.

 

NIFS RESPONSE: Agreed.

 

The NIFS team should consider either undercutting the probe or putting ridges on it to reduce scattering from the walls of the probe, while keeping the OIWFS source.

 

NIFS RESPONSE: Agreed.

 

The NIFS team needs to check whether the SDSU controller, as located for NIFS, will fit into the instrument frame.

 

NIFS RESPONSE: Agreed. CAD files will be obtained from Uni. Hawaii to do this.

 

The NIFS team needs to specify how they will meet the ICD tolerance for alignment with the telescope.

 

NIFS RESPONSE: NIFS will be pre-aligned using the same procedure used for NIRI using the same alignment hardware. The procedure uses a Taylor-Hobson alignment telescope attached to the ISS interface plate to site the cold stop.  The procedure will be elaborated at CDR.

 

The NIFS team needs to consider the problems of outgassing if a cast spectrograph cover is used.  Optionally consider using an assembly frame built of plates with tongue and groove or multiple right angle interfaces.

 

NIFS RESPONSE: Agreed. An assembly frame and plates will be used.

 

If a stiffening plate is implemented on the spectrograph optical components, the NIFS team should check the alignment (with the warm MUX) after (or during) tightening.

 

NIFS RESPONSE: Agreed.

 

NIRI Duplication Issues

 

Issues Raised by NIFS team

 

Vibration coupling from closed cycle coolers

·        Use new coolers

·        Change mounting arrangement

·        Timescale

The committee believes that the current NIRI cooler and mounting arrangement is sufficient, although the results from the current NIRI testing should be closely followed.

 

NIFS RESPONSE: Agreed. The NIRI coolers appear to be functioning satisfactorily. Further NIRI tests will be followed. Different coolers will be considered only if problems are encountered with NIRI or if these obsolescent coolers are unavailable (they are no longer listed in the manufacturer’s European WWW pages).

 

OIWFS repeatability

In the last cold test NIRI demonstrated positioning accurate to 0.01 pixels (1pixel=0.17 arcsec) over a 25 arcsec move, which should be more than adequate.

 

NIFS RESPONSE: Agreed.

 

Cool-down/warm-up time

See below.

 

Thermal gradients across CWS plate

See above.

 

Other Issues

 

The committee believes that the NIRI parts needed for NIFS are demonstrated to work.

 

NIFS RESPONSE: Agreed.

 

Control System Issues

 

Issues Raised by NIFS team

 

Performance of NIRI mechanisms and encoders. Current NIRI performance is acceptable

 

NIFS RESPONSE: Agreed.

 

Science detector temperature controller. See below.

 

Cool-down time. Expect 5 days.

 

Warm-up time. Expect 3-4 days. (The uncertainty arises because the detector determines the current NIRI warm up time).

 

Other Issues

 

None.

 

Detector Issues

 

Issues Raised by NIFS team

 

Detector choice PACE versus CdZnTe? We suggest that the NIFS team go ahead with purchase of a PACE array, but make strenuous efforts to preserve an upgrade to the CdZnTe device if it is available. In particular a blocker close to the detector and more cooling for the detector module should be designed. The NIFS team should also investigate (both in a test dewar and also in science modeling) what PACE performance results if the detector is run colder, with the resulting lower QE but also lower dark current.

 

NIFS RESPONSE: Agreed. A 2.5 mm cutoff PACE device will be ordered. Provision will be made for a 5 mm cutoff CdZnTe device upgrade path. Upgrade to a 2.5 mm cutoff CdZnTe device will then be possible. Detector performance will be optimized as described.

 

Can they control to mK levels. The committee recommends investigating with Rockwell an onboard temperature diode to improve the chances of achieving this control.

 

NIFS RESPONSE: Agreed.

 

Should they put overvoltage and electrostatic protections in the cryostat. No

 

NIFS RESPONSE: Agreed.

 

Teflon or Kapton flex circuits? Teflon; Jeff Douglass will take a sample image of the circuit at 5 microns to verify that it will not act as a light pipe.

 

NIFS RESPONSE: Agreed.

 

Will the drift of the detector controller be low enough? The Gemini coolant water supply is at a fixed constant temperature. This may mean that upgrading the components in the controller is not needed.

 

NIFS RESPONSE: Agreed. The controller stability will be investigated further during CDR.

 

Use of the dummy pixel? The NIFS teams needs to stay in touch with Klaus Hodapp on this issue.

 

NIFS RESPONSE: Agreed. Klaus will have further information on a time scale of ~ 3 months.

 

Need to regulate the detector controller temperature. Probably not.

 

NIFS RESPONSE: Further analysis will be performed during CDR.

 

Will the on video board pre-amplifier noise be low enough? No strong opinion.

 

NIFS RESPONSE: Further analysis will be performed during CDR.

 

Are the three readout methods necessary? Yes. Possibly a hybrid readout mode could be considered combining Fowler sampling and linear readout.

 

NIFS RESPONSE: Agreed. Such a hybrid readout is under investigation by ESO to minimize dark signal.

 

Will the detector be sufficiently linear with a resistor load. Yes.

 

NIFS RESPONSE: Agreed.

 

Will NIRI duplicate CCE compromise grounding and shielding? This remains an action for the NIFS team in consultation with the NIRI and IGPO personnel. (We also note that the grounding scheme presented in the Viewgraphs needs minor changes.)

 

NIFS RESPONSE: Grounding and shielding will be revisited during CDR in consultation with NIRI and IGPO personnel.

 

The committee agrees with the proposed placement of the controller to minimize the cable length, requiring a minor rework to the dewar design.)

 

Can they afford test cryostat? The committee agrees that this is essential.

 

NIFS RESPONSE: A test dewar will be included in the NIFS budget. Initial detector testing will be performed in this test dewar.  Schedule considerations will dictate how much detailed characterization is done in the NIFS cryostat.

 

Test wiring or final wiring in test cryostat? We recommend using the final wiring.

 

NIFS RESPONSE: Agreed.

 

Can they reduce drift to an acceptable level? The Committee doesn't know.

 

NIFS RESPONSE: The stability of the detector system will be investigated during CDR.

 

Can the persistence problem be reduced? The NIFS team needs to write down the operational impact of persistence in the OCDD, and devise operational strategies to minimize its effect.

 

NIFS RESPONSE: Agreed.

 

Can amplifier glow be reduced? The committee agrees that the NIFS team is doing all that they can.

 

NIFS RESPONSE: The NIFS team will keep abreast of developments amongst other groups using HAWAII-2 detector.

 

Can fringing be flat fielded. The committee recommends that the NIFS team model this carefully, and consider operational ways of reducing this problem (i.e. taking flat fields during the night). The modeling should include estimation of the amplitude and frequency of the fringes based on the Hawaii-1 results and the NIFS dispersion, along with some estimates for motion of the spectrum due to flexure during a 1-2 hour exposure. The committee realizes that this recommendation conflicts with the one above about persistence.

 

NIFS RESPONSE: Agreed. The effect of flexure on the ability to correct fringing will be modeled during the CDR.

 

Other Issues

 

None.

 

Software Issues

 

Issues Raised by NIFS team

 

OIWFS NIRI code - working? Yes, it is performing as expected. Issues that arise when it goes to the telescope will be solved there, and the NIFS team should not need to worry about this

 

NIFS RESPONSE: Agreed.

 

EPICS and Capfast - new concepts. The NIFS team will need to get some help from Hubert Yumada, and also IGPO. Most of the material will be a copy.

 

NIFS RESPONSE: Agreed. We will seek help as needed.

 

CICS based - complex design to understand. The committee still recommends staying with this route due to the advantages of reuse.

 

NIFS RESPONSE: Agreed. This is the baseline approach.

 

NIRI has solved problems. To date, NIRI is performing as expected.

 

Is NIRI CC mature? Current release 1.0a6. This is some of the most developed instrumentation code in Gemini.

 

NIFS RESPONSE: Agreed. Code updates will be incorporated as appropriate.

 

Lakeshore temperature controller - new for NIFS. We have a concern that the 1mK stability requirement may result in a need for a very large number of different PID parameters. We agree that the Lakeshore controller is the right choice.

 

NIFS RESPONSE: NIFS software will permit a range of PID parameters to be selected.

 

Thin layer EPICS design. We agree this is the best solution. NOAO and IGPO can both help with this approach.

 

NIFS RESPONSE: Agreed. Code has already been obtained from NOAO.

 

Code reuse - reusable component. We agree that the NIFS team should use their own underlying detector code, and then use the GMOS model for an EPICS layer.

 

NIFS RESPONSE: This approach will be adopted.

 

No local VxWorks experience. This is not an uncommon situation.

 

MVME PPC boards - enough power and RAM? We recommend that they follow the GMOS model for adding extra memory in the backplane as a baseline.

 

NIFS RESPONSE: Further consultation with Corinne Boyer and Les Saddlemyer has verified that the VME memory cards would be a performance bottle-neck. Richard Wolfe has indicated that the NOAO system is currently constrained by the MV167 CPU speed rather than memory speed, so he is not able to make a useful assessment. We propose using the Synergy VGM5 single processor card with 512 MB of RAM which is currently available, has similar cost to the MVME5100, and is the single processor version of the card being used for ALTAIR.

 

Is it necessary to support ROI? We think this is probably not necessary. We recommend the team investigate other ways of observing bright stars or finding fainter calibration stars.

 

NIFS RESPONSE: Agreed. Other options will be pursued.

 

Uncertain project task time estimates. We hope that code reuse and consultations with other Gemini teams can reduce this uncertainty.

 

Other Issues

 

We encourage the NIFS team to make sure that sufficient help from Hubert Yumada is made available for this project.

 

NIFS RESPONSE: Agreed. Help will be sought as needed.

 

Management Issues

 

The three-person team approach seems good. The committee thought the proposed management plan was well developed.

 

The committee believes that because of the need for fast tracking, the fact that large parts of this instrument are duplicates, and the advanced stage of the spectrograph design relative to a typical CoDR, that it is reasonable to dispense with a PDR, and aim to proceed to a CDR in December 2000. There may be a need for some mini-reviews for key items that need to be purchased or manufactured earlier than that.

 

NIFS RESPONSE: Agreed.

 

 

Costing Issues

 

Issues Raised by NIFS team

 

Can we afford UH NIRI duplication effort

TBD

 

NIFS RESPONSE: The NIFS team will determine the cost of duplicating NIRI at RSAA and submit a revised budget and schedule.

 

Is there sufficient contingency? (NIFS team thinks No!)

The proposed number of cool-downs with contingency seem reasonable, given that the NIRI team will be delivering a fully functional cryostat.

 

NIFS RESPONSE: Accepted.  Contingency will be revisited during the recosting of the NIRI duplication at RSAA.

 

Can IGPO afford NIFS

TBD

 

IGPO RESPONSE: IGPO will make a decision regarding the affordability of NIFS as soon as a revised budget and schedule is submitted from RSAA.

 

Other Issues

 

The committee is very concerned about the cost and schedule for the NIRI duplication contract.

 

NIFS RESPONSE: We will consider duplicating more of NIRI at RSAA.

 

Other Issues

 

We note that there remain a number of TBDs in the FPRD that will need to be addressed before CDR.

 

NIFS RESPONSE: The FPRD will be updated before CDR.