Triple Spec 4: List of Deliverables. Mark Trueblood February 10, 2012

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1 Triple Spec 4: List of Deliverables Mark Trueblood February 10, Purpose The purpose of this document is to list and briefly describe all of the items to be delivered by any of the partner institutions within the Triple Spec 4 (TS4) project. This list is intended to be all- inclusive, so that all parties involved in the project agree to what work products they will deliver. The institution with lead responsibility for each item is identified, along with a brief description of the deliverable including the format or form of the delivery. 2. Summary: documentation Design Documentation Optical design Mechanical design Interface Control Documents Technical Manuals User Manual Technical Operations Manual Service and Maintenance Manual Other Documents System Design Notes Acceptance Test Plan Commissioning Plan Safety Document 3. Summary: hardware Spectrograph Handling cart Handling fixtures 4. Summary: software User Interface Instrument Sequencer Data management Detector Interface Spectrograph Interface Telescope Interface Miscellaneous Software 5. Training Training Materials

2 NOAO Training of Cornell University Personnel Cornell University Training of NOAO Personnel Training of CTIO Operations and Maintenance Personnel 6. Deliverable Documents 6.1 Design Documentation Optical Design (University of Virginia) Covers the science path and the guider/acquisition camera Complete, end- to- end design making maximal use of pre- existing designs Design adapted to the focal length and f- ratio of the CTIO Blanco telescope Delivered in the form of Zemax files to Cornell and NOAO Mechanical Design (Cornell University) Covers instrument, cart, and other associated mechanical items to be delivered to NOAO Makes use of previous Triple Spec mechanical designs Leaves room for a possible future change to the SOAR telescope Delivered in the form of a 3D computer model (preferably Solidworks) and a set of as- built fabrication drawings. Electronic delivery by , ftp site, or DVD are all acceptable. 6.2 Interface Control Documents All ICDs will be written by NOAO, with some documents needing input from Cornell University and/or the University of Virginia. All documents will include optical, mechanical, electrical, and software interfaces, as appropriate. All connector types and pinouts will be specified, including mechanical, fluid, fiber optic, or electrical connectors. Mechanical interfaces will be fully detailed with drawings. The contents of communications messages processed in software will be fully documented (including little endian or big endian byte/bit arrangements). For all interface types, all units (e.g., centimeters or inches) will be fully and explicitly specified. The ICDs that have been identified thus far include: Software/Spectrograph ICD Software/Telescope ICD Software/Data Handling System (DHS) ICD Software/ARC Controller ICD Spectrograph/Telescope ICD Detector Subsystem/Dewar ICD

3 6.3 Technical Manuals All manuals will be written to address an audience of experienced and trained astronomers, engineers, and technicians who are not familiar with the TS4 instrument. This means the purpose of various parts or procedures must be explicitly explained, as well as the procedure itself. All manuals will be written by NOAO with inputs from Cornell and/or the University of Virginia. They will be formatted for display on, and downloading from, an NOAO Web site for the instrument. Any not intended for a general scientific user audience will be password protected User Manual Explains the operation of the instrument to astronomers who will be using the instrument in their scientific research. Assumes some experience in near infrared spectroscopy but no prior knowledge of TS4. Provides a description of the instrument, description of the Graphical User Interface (GUI) to control the instrument, and gives sensitivity and other information needed to propose to use the instrument in an observing program and to complete a successful run using the instrument Technical Operations Manual Explains the operation of the instrument to staff astronomers, engineers, and technicians who will be operating and maintaining the instrument. Sets forth requirements and detailed procedures for daily operation of the instrument, including handling the instrument, mounting and removing the instrument to/from the telescope, filling the liquid nitrogen tank, pumping and cooldown, warmup, and other routine procedures required to keep the instrument functioning properly. Includes a troubleshooting section, with symptoms of and appropriate responses to problems experienced by visiting astronomers during science operations Service and Maintenance Manual Explains common service and maintenance procedures to engineers and technicians who will be maintaining the instrument. Covers procedures that do not require Cornell University personnel to perform. Included will be such items as the routing of electronics cables to diagnose wiring or connector problems, electronics boards replacement, cleaning the front window safely and effectively, and other routine maintenance procedures. 6.4 Other Documents All of the documents in this section will be written by NOAO, with inputs from Cornell University and/or the University of Virginia as appropriate.

4 6.4.1 System Design Notes (SDNs) The results of any study of a single technical topic of interest will be written up as a System Design Note, with the TS4 Systems Engineer leading this effort. The study may be quite short, requiring a few hours to perform a quick calculation, or it might require considerable effort with many contributors. SDNs shall be numbered, and tracked in a document that gives the number of each SDN, its title, author(s), and a brief (e.g., one phrase or sentence) description of its contents Acceptance Test Plan (ATP) This document, led by the TS4 Systems Engineer, describes the requirements that will be tested, the tests to be performed, whether the requirement is met by design (e.g., looking at design drawings to confirm the requirement is met), calculation (e.g., a weight and CG calculation), inspection (e.g., looking at the instrument or appropriate as- built drawings to verify the requirement has been met), or test (e.g., performing a procedure and reducing data to verify performance). Separate sections of the document will be written to cover requirements verification in the Pre- ship Acceptance Test to be performed at Cornell University in its laboratory, and the Final Acceptance Test to be performed at CTIO with the instrument mounted on the Blanco Telescope. For each inspection or test, the document shall describe the documentation, materials, and instrumentation needed to perform the inspection or test, the procedure to be followed to gather data, data reduction procedures, and the expected results that conform with the requirement under test. The draft version of the document will state the requirements, how each will be tested, and lay out the sections to be written describing the tests. The final version of the document will complete the detailed description of each test or inspection Commissioning Plan The Commissioning Plan details the activities to be performed with the instrument on the telescope after Final Acceptance testing of the instrument is complete, but before turning the instrument over to the science community for routine operation. The Plan shall include a description of the activities to be performed to characterize the instrument performance ( commissioning using well- understood targets) and to demonstrate the ability of the instrument to perform original science ( science verification ). Along with the activity description, the Plan will include the staff, materials, and instruments required to perform the commissioning, and a schedule showing the tasks to be performed and the expected duration of each task, including slack time for inclement weather.

5 6.4.4 Safety Document The TS4 Systems Engineer leads the development of this document, with the help of the technical staffs of NOAO, Cornell University, and the University of Virginia, as needed. The document lists the hazards to personnel working with the TS4 instrument (e.g., pinch points, weight, location of the CG, use of liquid cryogens) and hazards to the instrument (e.g., explosion or implosion due to vacuum leaks, improper use of lifting fixtures, swapping two electrical cables). It also indicates what placards are needed to be posted on the instrument, cart, and any associated fixtures, and what the placards shall say (in both English and Spanish). 7. Deliverable Hardware 7.1 TS4 Spectrograph Cornell University will deliver a complete, working spectrograph as described in the design documentation. NOAO will deliver the detector subsystem, with connectors and cabling, ready to mount inside the Dewar. NOAO will also develop and deliver all software, as described in the Software and Electronics Description document. 7.2 Handling Cart Cornell University will deliver a handling cart for the spectrograph, capable of holding the spectrograph in a stationary and safe orientation, and of using casters or other passive devices for transporting the instrument using humans to push or pull the cart. 7.3 Handling Fixtures Cornell University will deliver any load spreaders needed to lift the instrument with a hoist by locating the lift point at the instrument s Center of Gravity (CG) and by attaching to designated lift points. Cornell University will also deliver any other equipment or fixtures needed to handle, lift, and move the spectrograph safely, and to dismantle it for internal servicing. NOAO will deliver any special tools or fixtures needed to install or remove the infrared detectors, and to install or remove the detector subsystems in the Dewar. 8. Deliverable Software NOAO will develop all software for the instrument, from the GUI used by the person operating the instrument during normal observing operations, to the engineering interface to be used by a technician for testing or calibrating the instrument, to the lowest level

6 software that directly controls the hardware. All software is described in greater detail in the Software and Electronics Description document. A brief overview is presented below: 8.1 User Interface A Graphical User Interface (GUI) that permits control by an operator or astronomer during normal operations of the instrument. It is permitted, but not yet decided, to have incorporated into this same software an engineering interface, accessed with appropriate password protection, for diagnosis and calibration of the instrument by technical staff. During the early stages of Integration and Test (I&T), Cornell University will use its own previously developed software to perform routine housekeeping for the first few cooldowns of the Dewar. When it comes time to integrate the NOAO- developed software, computers containing the NOAO software will be shipped to the Cornell University I&T laboratory where it will be integrated with the instrument. NOAO staff will train Cornell University personnel in the proper use of this software, whereupon Cornell University staff will continue their I&T efforts using the NOAO- developed software. 8.2 Instrument Sequencer This is the software that translates high- level commands into the sequence of low- level commands needed to execute the operator- initiated command from the User Interface. For example, this level of software will initiate lower- level software to read Dewar pressures and temperatures, set a particular set of bias voltages and waveforms within the array controller, and perform other such intermediate measures to effect an operation. 8.3 Data Management This software interfaces the spectrograph and array controllers with the DHS in place at CTIO. It ensures that FITS headers have the required correct information and handles any needed handshaking and data transfer to the DHS. 8.4 Detector Interface This software receives commands from the instrument sequencer, returns status to be displayed by the User Interface software, and operates the array controllers for the science channel and the guider by selecting the correct bias voltages and clocking waveforms. It controls array Reset, Read, and any Fowler sampling required to be performed by the array controllers. 8.5 Spectrograph Interface This software reads the sensors embedded in or attached to the Dewar and performs general housekeeping. For example, it periodically reads the pressure sensor(s) and controls the Lakeshore controller(s) that read temperature and control heaters to maintain the desired temperature.

7 8.6 Telescope Interface This software interacts with the Telescope Control System software to obtain information for the FITS data file headers (e.g., telescope pointing information), to execute a limited set of telescope commands enabled in the User Interface, and to perform any other functions required of this interface. 8.7 Miscellaneous Software Some software may not fit into the above categories, or might be organized into one or more libraries that can be called by the various different software packages listed above to perform a common function. 9. Training Training of staff in the proper operation and maintenance of the instrument is a key component to overall project success. Cognizant developers will train those with a need to know how to operate and to maintain the instrument, as described below. 9.1 Training Materials Anyone performing training will develop inputs to the manuals described above, as well as specific training materials, such as PowerPoint slides, as deemed necessary during the project lifetime. When appropriate, vendor manuals will be included in the training materials. 9.2 NOAO Training of Cornell University Personnel During I&T, the NOAO software developer will ship a set of computers to Cornell University containing the NOAO- developed software to control the instrument. He will then travel to Cornell University to integrate the software with the instrument and to train Cornell University personnel in the proper use of the software. 9.3 Cornell University Training of NOAO Personnel During I&T, Cornell University personnel will train any NOAO personnel present during the I&T phase (e.g., to witness the Pre- ship Acceptance Test) on the operation and maintenance of the instrument. 9.4 Training of CTIO Operations and Maintenance Personnel During Final Acceptance Testing and Commissioning on the Blanco Telescope, NOAO and Cornell University will train CTIO operations and maintenance personnel in the safe and proper operation and maintenance of the instrument.

8 10. Items NOT Part of the TS4 Project The following items that one might associate with instrumentation projects are not being delivered as part of this project: Exposure time calculator Data reduction tools These items will be needed by the TS4 user community, and will, most likely, be developed over time using the CTIO base budget to support a scientist in part- time work on these items.