STScI

Fine Guidance Sensor Instrument Handbook for Cycle 14

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Chapter 6: 
Writing a Phase II Proposal


6.1 Phase II Proposals: Introduction
    6.1.1 Required Information
    6.1.2 STScI Resources for Phase II Proposal Preparation
6.2 Instrument Configuration
    6.2.1 Optional Parameters for FGS Exposures
6.3 Special Requirements
    6.3.1 Visit-Level Special Requirements
    6.3.2 Exposure-Level Special Requirements
6.4 Overheads
    6.4.1 Pos Mode Overheads
    6.4.2 Trans Mode Overhead
6.5 Proposal Logsheet Examples
    6.5.1 Parallax program using FGS1r in Pos mode
    6.5.2 Determining a binary's orbital elements using FGS1r in Trans mode
    6.5.3 Mass determination: Trans and Pos mode
    6.5.4 Faint binary with Trans mode: special background measurements

This chapter is a practical guide to the preparation of Phase II proposals, and as such is relevant to those researchers who have been allocated HST observing time. For details or more general information, we refer the reader to the HST Call for Proposals and Phase II Proposal Instructions.

6.1 Phase II Proposals: Introduction


6.1.1 Required Information

The information required for Phase II proposals are:

Important: A clear explanation for: 1) the use of special requirements; 2) the special design of a program; or 3) the calculation of an exposure time, orient angle, or target offset, etc., will help STScI during the review and verification process. Text can be included in the "Additional Comments" section of the proposal or in the justification for real-time and special requirements. If an action is critical for the successful implementation of an exposure line, a short one-line comment (in the comments syntax) should be placed on individual exposure lines.

6.1.2 STScI Resources for Phase II Proposal Preparation

 http://apt.stsci.edu/
 http://www.stsci.edu/hst/

6.2 Instrument Configuration


This section is designed to complement the section on FGS instrument parameters contained in the Phase II Proposal Instructions. Table 6.1 summarizes the FGS instrument parameters.


Table 6.1: FGS Instrument Parameters
Config Aperture Sp_Element Opmode Optional_Parameters
FGS 1, 2, 3 (FGS1=FGS1r) F5ND F550W F583W F605W(FGS1r,FGS3) F650W (FGS 2) PUPIL POS ACQ-DIST, ACQ-MODE, COUNT, FESTIME, NULL, LOCK
TRANS ACQ-DIST, ACQ-MODE, SCANS, STEP-SIZE

Aperture

The aperture must be defined as either "1", "2", or "3". Only FGS1r (aperture=1) is calibrated as a science instrument. FGS2 and FGS3 should not be used for science observing, For illustrations of the FGS1r field of view in the HST focal plane, refer to Chapter 1.

Spectral Element

"Spectral Element" refers to filters, etc. chosen for the observation. For FGS1r, the available filters are: F583W, F5ND, PUPIL, F605W, and F550W. Only one filter can be in place for an exposure, though multiple filters can be used during a visit (check that calibrations are available for the configuration). Recommendations for specific mode and filter combinations are discussed in Chapters 5 and 7. Table 6.2 presents a summary of the calibrated modes and filter configurations.


Table 6.2: Summary of Calibrated Mode and Filter Combination
Mode Filter Status Comments
Pos mode: F583W Calibrated across entire FOV OFAD in F583W only
Pos mode F5ND Calibrated at the center and a small number of selected locations in the FOV Cross-filter calibration with F583W
Trans mode: F583W, F5ND; Others as needed
  • All calibrations at FOV center
  • Select reference S-Curves from library of standard stars
  • If needed, propose for calibration time to observe a reference standard star at the same epoch as the science visit (see Chapter 7).
Availability of standard stars with appropriate spectral energy distributions, i.e., colors of reference star and science target should differ by no more than (B-V) ~ 0.3 for a given filter (F583W or F5ND).

Mode

Two operation modes are available: Position mode (POS) for measuring relative astrometric positions of targets in the FGS FOV and Transfer mode (TRANS) for obtaining high angular resolution interferometry.

6.2.1 Optional Parameters for FGS Exposures

A program is customized by specifying optional parameters for each exposure. Table 6.3 and Table 6.4 list the optional parameters, default values, and recommended settings for Pos and Trans modes, respectively.

Many of the optional parameters have default values. In such cases, the entry for that optional parameters may be omitted. If an observer wishes to override the default value, the parameter and its value must be specified.


Table 6.3: Pos Mode Optional Parameters  
Optional
Parameter
Allowed
Values
Comments and Recommendations
ACQ-DIST DEF (default=10), 0.0 to 90.0
Units: arcsec
Determines the size (in arcseconds) of the search region. For ACQ-MODE=SEARCH, ACQ-DIST is the maximum radius of the search spiral.
Recommendation: Although Search radii up to 90 arcsec are allowed, larger values must be used with caution, i.e., the larger the search radius, the more potential to acquire a spurious nearby star. If the target coordinates are expressed with respect to the Guide Star System, the default value of 10 arcsec (radius) should be sufficient to find the target. Typically the target is found with 0.3 to 1.0 arcsec. Note that large search radii incur a large overhead (time) cost.
Reference: Appendix 1: Target Acquisition
ACQ-MODE SEARCH (default)
Units: None
Determines the strategy for locating the target. The Search Phase is the initial outward spiral to find and identify the target. The sequence of Search, CoarseTrack, WalkDown, and FineLock is the standard astrometry target acquisition scenario. No other options are available for GO programs.
Requirement: Default "SEARCH"
Reference: Appendix 1: Target Acquisition
COUNT DEF (default), 1-2621400
Units: FGS PMT counts
Expected count rate [target + background]. When the default is set, the count rate is calculated (by the proposal processing software) from the target V magnitude, filter, and aperture. The default background rate (from in-orbit measurements) is 712 counts/sec for all four PMTs.
Recommendation: Allow the system to select the default based upon the target's specified visual magnitude. The default values are calculated using data from on-orbit photometric calibrations. The value of COUNTS is also used to determine the default FESTIME.
A few special cases may require non-default values and are discussed in the text.
Reference: Chapter 7: See sections on Pos and Trans mode Signal to Noise and Exposure calculation sections.
FESTIME DEF (default), 0.025, 0.05, 0.1, 0.2, 0.4, 0.8, 1.6, 3.2
Units: seconds
Sets the averaging time for the Fine Error Signal (in seconds). The FESTIME also determines the rate at which the star selectors are adjusted to null the fine error signal. The default value for Pos mode is calculated from the COUNT parameter if explicitly entered, or if COUNT defaults to the V magnitude and the filter. All Trans mode observations use FESTIME = 0.025 seconds.
Recommendation: The algorithm that selects the default FESTIMEs from the specified brightness of the target is based on photon statistics and a conversion from photon noise to equivalent positional error. For fainter targets, longer integration times are supplied by the default algorithm to assure that the FGS can track the fringe and remain in FineLock.
For non-point sources, the S-Curve amplitude is reduced because of the increased contribution of the background or companion. In these cases, it may be desirable to adjust the FESTIME. Please consult with STScI.
Reference: Chapter 7: See Sections on Pos and Trans mode Signal to Noise and Exposure calculation sections.
LOCK FINE (default), COARSE, 0.0-1.0
Units: None
The method used by the astrometer to track the science or reference target. (Note, this parameter does not specify the HST guiding mode). Because of the excessive wear to bearings inside the instrument, CoarseLock, which is inferior to FineLock, is no longer allowed.
Requirement: Fine.
Reference: Chapter 5 and Chapter 7.
NULL YES, NO (default)
Units: None
Determines whether the next FESTIME begins immediately after the previous one or not until the star selectors have been repositioned. This parameter may be applicable for very fast moving target. Observers should consult with STScI before specifying non-default values.
Recommendation: This use of this parameter is limited to a few specific observation scenarios (tracking solar system objects). Most standard astrometry programs benefit from NULL=NO.
Reference: STScI will alert the proposer if a non-default value is required.


Table 6.4: Trans Mode Optional Parameters  
Optional
Parameter
Allowed
Values
Comments and Recommendations
ACQ-DIST DEF (default = 10), 0.0 - 90.0
Units: arcsec
Determines the size (in arcseconds) of the search region. For ACQ-MODE=SEARCH, ACQ-DIST is the maximum radius of the search spiral.
Recommendation: Although a search radius of up to 90 arcsec is allowed, larger values must be used with caution, i.e., the larger the search radius, the more potential to acquire a spurious nearby star (spoiler). If the target coordinates are expressed with respect to the Guide Star System, the default value of 10 arcsec (radius) should be sufficient to find the target. HST's pointing accuracy usually places the target within 1 arcsec of the expected location in the FGS. Note that large search radii incur a large overhead (time) cost.
Reference: Appendix 1: Target Acquisition
ACQ-MODE SEARCH (default)
Units: arcsec
Determines the strategy for locating the target. The search phase is the initial outward spiral to find and identify the target. The sequence of Search, CoarseTrack, WalkDown, and FineLock is the standard astrometry target acquisition scenario. No other options are available. (Trans mode fringe scanning commences after the FineLock acquisition.)
Requirement: Default "SEARCH"
Reference: Appendix 1: Target Acquisition
SCANS 1 (default)-200
Units: None
Determines the number of separate scan lines. Successive scans are taken in opposite directions along a 45 degree diagonal path in the FGS detector space coordinates.
Recommendation: Determine the number of scans to achieve the required signal-to-noise.
Reference: Chapter 7
STEP-SIZE 1.0 (default) 0.3-10.0
Units: mas
The average angular distance (in mas) stepped by the IFOV along an interferometric axis in 0.025 seconds. To achieve the best results, step sizes of 0.3 or 1 mas should generally be selected.
Recommendation: Value depends on the science target and goals of the observation, required resolution and signal-to-noise.
Reference: Chapter 7

6.3 Special Requirements


In this section, we describe several special requirements which are often needed in an FGS Phase II observing proposal.

6.3.1 Visit-Level Special Requirements

Many visit-level special requirements are outlined in the Phase II Proposal Instructions. Those most applicable to FGS programs are:

Spacecraft Orientation ORIENT:

Timing Requirements:

6.3.2 Exposure-Level Special Requirements

All available exposure-level special requirements are described in detail in the Phase II Proposal Instructions. Of these, the following three types are most often used in connection with FGS observations.

POS TARG:

SAME POS AS:

SEQ NON-INT:

Do not hesitate to explain the use of any special requirements in the proposal text. The more explanation, the easier for STScI to understand your requirements and schedule the proposal

6.4 Overheads


The assessment of the total spacecraft time needed by a program should take into account the overheads associated with various types of observations. Overheads are incorporated into the APT proposal processing algorithm. They are explicitly pointed out here for illustration.

6.4.1 Pos Mode Overheads

Table 6.5 lists the estimated overheads associated with guide star acquisitions, the initial configuring (standby to operate) of the FGS for science observing, the time for slewing the IFOV from target to target in the observing plan, the acquisition of target stars, and finally configuring the FGS at the end of the observing sequence (operate to standby).

The acquisition time of an astrometric target depends upon the target's magnitude. Fainter stars require longer intergration times (FESTIME) of the fine error signal during the walkdown to finelock. For example, the FESTIME used to acquire a V=10 star is 25 msec, while for a V=16 star FESTIME=3.2 seconds. Columns 2 and 3 in Table 6.6 list an average overhead for each exposure and the recommended total exposure time to be entered on the phase2 proposal (see Table 4.5) as a function of target magnitude. Total time required for a given exposure is estimated by combining columns 2 and 3. The additional overheads indicated in Table 6.5 must be included when determining the total time available for collecting science data. Fortunately, APT calculates and includes all of these overheads when processing a phase2 proposal.


Table 6.5: Pos Mode Overheads
Activity Description
Duration
Comments
Initial guide star acquisition
6 min
Two-guide star FineLock (5 min. for re-Acq)
Initial instrument configuration
4 min.
Incurred at the beginning of every orbit
IFOV slew to target
17 sec + 6 x dist (in arcmin)
for slews between targets in the FOV.
Astrometry target acquisition:
  • Search
  • CoarseTrack
  • FineLock
  • 5 sec
  • 13, 21 sec
  • varies as V
(Each science target and reference star)
  • For a 10 arcsec search radius.
  • For V < 14 and V > 14 respectively
  • For V<12: ~3 sec; For V>16: ~400 sec
Instrument shut down
2 min.
Incurred at the end of every orbit


Table 6.6: Pos Mode Overheads and Exposure Time vs. Magnitude
V Magnitude
Estimated Overhead per exposure (minutes)
Exposure Time1
in seconds
8-12
0.6
20
13
0.7
20
14
2
30
15
3
45
16
8
45
17
8
50
1For total spacecraft time, add columns 2 and 3.

6.4.2 Trans Mode Overhead

The overheads for the activities which occur during Trans mode exposures are listed in Table 6.7. The guide star acquisitions, instrumental configurations at the beginning and end of the observing sequence, and astrometry target acquisition activities for Pos mode and Trans mode are identical through the CoarseTrack phase. The FineLock phase in Transfer mode does not depend upon the star's magnitude. (The star is not really acquired in FineLock. Setting the FineLock flag allows for the transition to fringe scanning under the control of the 486 SSM computer.)


Table 6.7: Trans Mode Observing Overheads
Activity Description
Duration
Comments
Initial guide star acquisition
6 min
Two-guide star FineLock (5 min. for re-Acq)
Initial instrument configuration
4 min.
Incurred at the beginning of every orbit
Astrometry target acquisition:
  • Search
  • CoarseTrack
  • FineLock
  • 5 sec
  • 13, 21 sec
  • 1 sec
(Each science target and reference star)
  • For a 10 arcsec search radius.
  • For V < 14 and V > 14 respectively
  • FGS transitions to scanning from FineLock
Time for IFOV to slow and reverse scan direction
12 sec/scan
This overhead is incurred for each scan, regardless of the scan length or step_size.
Instrument shut down
2 min.
Incurred at the end orbit

6.5 Proposal Logsheet Examples


This section provides several examples of RPS2 formatted proposal logsheets for the following types of investigations:

6.5.1 Parallax program using FGS1r in Pos mode

Figure 6.1 illustrates the field geometry and the orient angles of a typical FGS observation, while Table 6.8 summarizes the details of the exposures in the visit.

Figure 6.1: Example 1: Field of View at Special Orientation


Table 6.8: Target and Exposure Input for Example 1
Target
V
FILTER
FESTIME
(default)
Exposure Time
(seconds)
~NEA
for Single
Exposure
(mas)
"OGF_1"a
9
F583W
0.025
20
< 1.0
OGF-3-REFa
11.1
F583W
0.025
20
< 1.0
OGF-7-REF1
10.3
F583W
0.025
20
< 1.0
OGF-9-REF
10.2
F583W
0.025
20
< 1.0
OGF-11-REFa
13.3
F583W
0.050
30
3.1
OGF-12-REF
13.6
F583W
0.050
30
3.5
OGF-21-REF
11.5
F583W
0.025
20
1.0
1The "REF" appendix is not required. Rather its use is suggested simply for book keeping purposes.


 

OGF_1--> 12 -- 11 -- 7 -- OGF_1 -- 11 -- 21 -- 3 -- 7 -- OGF_1

-----> 9 -- 7 -- 11 -- OGF_1 -- 21 -- 12 -- 11 -- 9 -- OGF_1

 Visit_Number: 1
 Visit_Requirements: BETWEEN 14-MAR-1998 AND 15-MAR-1998
 ORIENT -18.5D TO -19.5D FROM NOMINAL 
 Visit_Comments: Two Guide Star FineLock Required.Exposure_Number: 01 
          Target_Name: OGF_1
               Config: FGS
               Opmode: POS
             Aperture: 1
           Sp_Element: F583W
    Time_Per_Exposure: 20S
 Special_Requirements: SEQ 1-4 NON-INT;POS TARG -33,-60.
 
      Exposure_Number: 02 
          Target_Name: OGF-12-REF
               Config: FGS
               Opmode: POS
             Aperture: 1
           Sp_Element: F583W
    Time_Per_Exposure: 30S
 Special_Requirements: SAME POS AS 1; 
 
      Exposure_Number: 03 
          Target_Name: OGF-11-REF
               Config: FGS
               Opmode: POS
             Aperture: 1
           Sp_Element: F583W
    Time_Per_Exposure: 30S
 Special_Requirements: SAME POS AS 1;
 Comments: 
 
      Exposure_Number: 04 
          Target_Name: OGF-7-REF
               Config: FGS
               Opmode: POS
             Aperture: 1
           Sp_Element: F583W
    Time_Per_Exposure: 20S
 Special_Requirements: SAME POS AS 1; 
 Comments: 
 

...and continues until the orbit is filled.

6-months after Visit 1, the HST Nominal Orient Angle is 180° from the Nominal HST Orientation in Visit 1. Nominal orient angle = 247°, off-nominal orient angle = 228°, pos targ = (+60,+33).

 Visit_Number: 2
 Visit_Requirements: BETWEEN 14-SEP-1998 AND 15-SEP-1998;
                     ORIENT -18.5D TO -19.5D FROM NOMINAL 
 Visit_Comments: Two Guide Star FineLock Required. 
 Exposure_Number: 01 
          Target_Name: OGF_1
               Config: FGS
               Opmode: POS
             Aperture: PRIME
           Sp_Element: F583W
    Time_Per_Exposure: 20S
 Special_Requirements: SEQ 1-4 NON-INT;POS TARG +33,+60
 Comments: 
      Exposure_Number: 02 
          Target_Name: OGF-12-REF
               Config: FGS
 

...Continues until the orbit is filled. Visit 3 is identical to Visit 1 except that it executes 1 year later.

Running the proposal template file through APT will inform the observer whether the syntax is correct, whether the exposures fit in an orbit and how much time is left, and finally whether the observing dates are viable for the requested ORIENT angle.

6.5.2 Determining a binary's orbital elements using FGS1r in Trans mode

Figure 6.2 illustrates the geometry of the binary with respect to the POS TARG and detector reference frames.

Figure 6.2: Example 2: Field of View at Special Orientation


 
 Visit_Number: 1
 Visit_Requirements: ORIENT 46.6D TO 48.6D
 Visit_Comments: Two Guide Star FineLock Required. Please notify Contact Scientist if two 
guide stars cannot be found.
 Exposure_Number: 01 
          Target_Name: Close_Binary
               Config: FGS
               Opmode: TRANS
             Aperture: 1
           Sp_Element: F583W
 Optional_Parameters: SCANS=83, STEP-SIZE=0.6
    Time_Per_Exposure: 1729S
 Special_Requirements: 
 Comment: 
 Visit_Number: 2
 Visit_Requirements: AFTER 1 BY 30D TO 32D 
                     ORIENT -24D TO -25D FROM NOMINAL 
 Visit_Comments: Two Guide Star FineLock Required. 
 Exposure_Number: 01 
          Target_Name: Close_Binary
               Config: FGS
               Opmode: TRANS
             Aperture: 1
           Sp_Element: F583W
 Optional_Parameters: SCANS=83, STEP-SIZE=0.6
 Number_of_Iterations: 1
    Time_Per_Exposure: 1729S
 Special_Requirements: 
 

And similar Visits for 3 and 4.

 

Running the proposal template file through APT will inform the observer whether the syntax is correct, whether the exposures fit in an orbit and how much time is left if they do not; and finally, whether the observing dates are viable for the requested ORIENT angle.

6.5.3 Mass determination: Trans and Pos mode

Texposure = 0.025 * [ScanLength/StepSize] * Nscans

where in this example ScanLength = 1.6 arcsec, StepSize = 0.0006 arcsec, and the number of scans Nscans = 25

Figure 6.3 illustrates the geometry of the target and reference stars, while Table 6.9 and Table 6.10 summarize the details of the exposures in the visit.

Figure 6.3: Example 3: Trans + Pos Mode Visits


Table 6.9: Target and Exposure Input for Example 3
Target
V
FESTIME (use defaults)
FILTER
Total Exposure
~NEA
for one exposure
(mas)
Wide_Binary1 Pos mode
13.0
0.050
F583W
20 sec
2.0
Wide_binary Trans mode
13.0
0.025
F583W
28 min
Sx = 0.008
BL-1-REF2
10.8
0.025
F583W
20 sec
<1.0
BL-2-REF
14.1
0.100
F583W
35 sec
5.0
BL-3-REF
11.5
0.025
F583W
20 sec
1.0
BL-4-REF
12.5
0.025
F583W
20 sec
1.7
BL-5-REF
13.0
0.050
F583W
20 sec
2.5
1The primary target needs only be listed once in the fixed target list.
2The "REF" appendix is not required. Rather its use is suggest simply for book keeping purposes.


 

Table 6.10: Reference/Check Star Pattern
Mode
Overhead + Exposure Time (Minutes)
GS ACQ + Instrumental Overheads.
12
Trans mode
  • Wide_Binary

28
Pos mode:
  • Wide_Binary
  • BL-3-REF
  • BL-2-REF
  • BL-1-REF
  • Wide_Binary
  • BL-3-REF
  • BL-4-REF
  • Wide_Binary

2
1
2.5
1
2
1
1
2

6.5.4 Faint binary with Trans mode: special background measurements

Figure 6.4 illustrates a possible geometry of the field, while Table 6.11 summarizes the total exposure times for the target and reference star, and dark sky observations.

Figure 6.4: Example 4: Trans + Pos Mode Exposures


 

Table 6.11: Target and Exposure Input for Example 4
Target
V
FILTER
Total Exposure
HDFAINT
Trans mode
15
F583W
39 min.
Dark_Sky1
Pos mode
10
F583W
1 min.
Dark_Sky2
Pos mode
12
F583W
30 S

Specify the background targets to be bright (V=8) to minimize target acquisition overheads. Note: these targets will fail to be acquired in FineLock since no coherent source is present. However, the desired photometry will be recorded.

 Visit_Number: 1
 Visit_Requirements: 
 Visit_Comments: 
 
 Exposure_Number: 01
          Target_Name: HDFAINT
               Config: FGS
               Opmode: TRANS
             Aperture: 1
           Sp_Element: F583W
 Optional_Parameters: SCANS=69, STEP-SIZE=0.6
    Time_Per_Exposure: 1380S
 Special_Requirements: POS TARG = 0,0 SEQ 1-3 NON-INT
 
 Exposure_Number: 02 
          Target_Name: DARK_SKY1
               Config: FGS
               Opmode: POS
             Aperture: 1
           Sp_Element: F583W
 Optional_Parameters: 
    Time_Per_Exposure: 60 S
 Special_Requirements: SAME POS AS 1
 
 Exposure_Number: 03
          Target_Name: DARK_SKY2
          Config: FGS
               Opmode: POS
             Aperture: 1
           Sp_Element: F583W
 Optional_Parameters: 
    Time_Per_Exposure: 60 S
 Special_Requirements: SAME POS AS 01
 

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