2dF User Manual

2dF User Manual

Jeremy Bailey
Karl Glazebrook
Terry Bridges


Version 2.0, June 2002

Contents

I 1em2dF Description
1  Hardware Description
    1.1  The Corrector
        1.1.1  The ADC
    1.2  The Fibre Positioner
    1.3  The Fibres
    1.4  The Spectrographs
2  Software and Controls
    2.1  Overall System Description
    2.2  Hardware Interfaces
    2.3  Software Overview
II 1emPreparing Observing Programs for 2dF
3  Preparing Observing Projects
    3.1  Reference Stars
    3.2  Magnitude Effects
    3.3  Systematic Plate Distortions
    3.4  Proper Motions
    3.5  Choice of Fiducial stars
4  Configuration Input File Format
    4.1  File Format
    4.2  Example Input File
5  The Configure Program
    5.1  Introduction
    5.2  Obtaining and Installing Configure
    5.3  Running Configure
    5.4  Opening Files
    5.5  Converting Files
    5.6  Setting the Wavelength
    5.7  Setting the Field Plate
    5.8  Overview of Allocation Procedure
    5.9  The Allocation Procedure in more detail
        5.9.1  Target Priorities
        5.9.2  The Allocation Window
        5.9.3  Sky fibres
    5.10  Checking Allocation Validity
    5.11  Manual Allocation of Fibres
    5.12  The Graphical Display
    5.13  Saving a Configuration
    5.14  Command Line Switches
    5.15  Common Problems
    5.16  Tips for Running Configure
III 1emObserving with 2dF
6  The 2dF Software System
    6.1  Starting Up the 2dF System
    6.2  Overview of Software
    6.3  The Control Task
        6.3.1  Positioner Control
        6.3.2  Telescope Control
        6.3.3  CCD Control
        6.3.4  ADC Control
        6.3.5  Autoguider Control
        6.3.6  Spectrograph Control
    6.4  FPI Control
7  Observing Procedure
    7.1  Outline of Observing Procedure
        7.1.1  Preparation During the Afternoon
        7.1.2  Procedure During the Night
    7.2  Centering a Star in the FPI
    7.3  Running the ADC
    7.4  Telescope Focus
    7.5  The Declination Problem
    7.6  Configuring a Field
            Problems?
    7.7  Acquiring Fields
    7.8  Taking Calibration and Data Frames
        7.8.1  Typical Observing Sequence
        7.8.2  BIAS frames
        7.8.3  DARK frames
        7.8.4  Long Slit Flat Fields
        7.8.5  Multi-Fibre Flat Fields
        7.8.6  Wavelength Calibration Frames (ARCs)
        7.8.7  Object Frames
        7.8.8  Offset Sky Frames
        7.8.9  Standard Stars
            Outline of Procedure
            Detailed Procedure
            Time Requirements
            Useful Information
        7.8.10  Observing Overheads and Minimum Calibration Requirements
IV 1em2dF Data Reduction System
8  Data Reduction
    8.1  Introduction
    8.2  Obtaining and Installing 2dfdr
    8.3  Data Reduction System Setup
    8.4  Preparing Data for Reduction
        8.4.1  Files Required
        8.4.2  Converting FITS files
        8.4.3  Old 2dF Data
    8.5  Running the Data Reduction System
        8.5.1  Startup Problems
    8.6  Data Reduction - Quick Guide
        8.6.1  The User Interface
        8.6.2  Reducing Data
        8.6.3  Plotting Data
        8.6.4  Did it Work?
        8.6.5  Restarting the data reduction system
    8.7  The Data Reduction Process in More Detail
        8.7.1  File Name Conventions
        8.7.2  Calibration Files
        8.7.3  Combining Offset Sky Files
        8.7.4  Tram-Line Maps
            Plotting the Tram-Line Map
            Creating a New Fibre Position File
            Reducing the Flat Field
            Tram Maps with Other Files
        8.7.5  Fibre Extraction
            Background Subtraction
            Fitting Profiles
            Extracting Spectra
            Plotting Fits
            Cosmic Ray Rejection
            Fibre Overlap
        8.7.6  Dividing by Fibre Flat Field
        8.7.7  Wavelength Calibration
        8.7.8  Fibre Throughput Calibration
            Offset Sky Method
            Sky Lines Method
            Sky Flux Methods
            Finally ...
        8.7.9  Sky Subtraction
        8.7.10  Combining Reduced Spectra
            Continuum Level Adjustment
            Flux Weighting Option
        8.7.11  Summary of Data Reduction Sequence
    8.8  2dF Data Headers and the 2dfinfo command
    8.9  A Tour of the User Interface
        8.9.1  The Menus
            The File Menu
            The Options Menu
            The Commands Menu
            The Help Menu
        8.9.2  The Automatic Reduction Section
            The Setup Button
            The Start Button
            The Stop Button
        8.9.3  The Data Page
        8.9.4  The Parameter Pages
            General
            Combine
            Extract
            SkySub
            Plots
            Hard
        8.9.5  The Execution Task Section
        8.9.6  The Plot Windows
            Interacting with Plots
            Plotting Fibre Spectra
            Changing the Size of the Plot Window
            Multiple Plots
            Making Hard Copies of the Screen Plot
    8.10  Old 2dF Data
        8.10.1  Fits Header Items
        8.10.2  Object and Sky Fibre information
        8.10.3  Setting the Class of the Data Files
        8.10.4  Data Contamination by Artificial Lights
9  2dF Gratings
        9.0.5  Grating Efficiencies
10  Instrument Sensitivity
    10.1  High Resolution
    10.2  Low Resolution
    10.3  Measured Efficiencies

List of Figures

    1.1  Schematic of 2dF, Corrector, and ADC
    1.2  Labelled picture of 2dF on the telescope.
    1.3  Schematic diagram of the 2dF Prime Focus corrector in cross-section. The lower two lens elements are the prismatic doublets making up the ADC; these are the first and second elements of the corrector in the light path.
    1.4  Wavelength Dependence of Radial Distortion
    1.5  Showing how FPI star images look for nulled, correct, and incorrect ADC settings. These images were taken with a non-standard BG1 (UV+near-IR passband) filter, which blocks the V band light.
    1.6  2dF Robot Positioner
    1.7  General arrangement of tumbler unit, fieldplates and fibre retractors. Drawing not to scale; only one of 40 retractor units shown on each fieldplate for clarity.
    1.8  2dF Field Plate
    1.9  Variation of Fibre Diameter with Field Radius
    1.10  Diagram showing the 2dF button, and the gripper jaws. The 2dF buttons are 4mm long (1 arcmin on the sky), and 2 mm wide.
    1.11  Picture of Fibres on the Fieldplate
    1.12  Closeup of Fibres on the Fieldplate
    1.13  Guide Bundle Layout
    1.14  Spectrograph optical layout
    1.15  Picture of 2dF Spectrographs
    2.1  2df Computer Systems
    2.2  Simplified Diagram of 2dF Software Structure
    5.1  Configuration Main Window after Fibre Allocation
    5.2  Allocation Parameters Dialog Box
    5.3  The Configuration Graphical Display, with a sample configuration.
    6.1  The Control Task Main Window - An individual control window for each of the six subsystems can be brought up by clicking on the more buttons
    6.2  The Positioner Control window - This is obtained by clicking on the more button in the Positioner section of the main Control Task. window
    6.3  The Telescope Control window - This is obtained by clicking on the more button in the Telescope section of the main Control Task window
    6.4  The CCD Control window - This is obtained by clicking on the more button in the CCD section of the main Control Task window
    6.5  The ADC Control Window - This is obtained by clicking on the more button in the ADC section of the main Control Task window
    6.6  The Spectrograph Control window - This is obtained by clicking on the more button in the Spectrograph section of the main Control Task window
    6.7  The FPI control task window - used for imaging stars in the focal plane of 2dF
    8.1  The 2dF data reduction system main window
    8.2  Typical result from the Plot Tram Map... option (after zooming the plot several times using the Z key). The tram lines run through the centre of the data on which they are overlaid.
    8.3  Correct appearance of a reduced 2dF arc exposure. The lines run straight up the image as all fibres have been rebinned to the same wavelength scale. Compare with Figure 8.4 .
    8.4  Appearance of an incorrectly reduced 2dF arc exposure. The arc lines in different fibres do not line up. Such a result is usually caused by incorrect wavelength or grating information in the header, or (as in this example) by use of the wrong arc line list. Compare with Figure 8.3 .
    8.5  The Plot Window
    8.6  Fibre spectrum contaminated by neon emission from a neon lamp on the 2dF electronics
    8.7  Fibre spectrum contaminated by emission from a red light emitting diode on the 2dF electronics. The LED causes the broad emission feature at 6600 A.
    9.1  Efficiencies for Low Dispersion Gratings
    9.2  Efficiencies for Medium Dispersion Gratings
    9.3  Efficiencies for High Dispersion Gratings
    10.1  Figure showing the total 2dF system efficiency as a function of wavelength, for the 300B gratings. The squares and diamonds represent broadband absolute efficiency measurements from Jan 1997 and Nov 1999, respectively, corrected to 1.0 arcsec seeing. The solid line was obtained from a relative throughput calibration using data from Jan 2001, scaled to approximately match the broadband measurements. Figure taken from Lewis et al. 2001.

List of Tables

    7.1  Parameters for the 2dF TEK CCDs
    7.2  Arc & Flat Setups and Exposure Times
    9.1  2dF Grating Specs
    10.1  2dF System Throughput vs. Wavelength

2dF Description

Chapter 1
Hardware Description

Interested readers are referred to the recent article by Lewis et al. 2002: ``The Anglo-Australian Observatory 2dF Facility" ADS or gzipped postscript (MNRAS, 333, 279), which gives the historical background to 2dF, the design philosophy, a full technical description, 2dF performance, and some of the science that has been done with 2dF. Many of the figures below are taken from this article.

2dF users should also see the 2dF WWW page for the most recent 2dF information, and to obtain 2dF software.


The 2dF system consists of the following main components:

2dF uses a new telescope top-end, with the spectrographs and much of the control electronics mounted on the top-end ring. Figure 1.1 shows a schematic of the top-end, while Figure  1.2 is a labelled picture of 2dF on the telescope.

Figure

Figure 1.1: Schematic of 2dF, Corrector, and ADC

Figure

Figure 1.2: Labelled picture of 2dF on the telescope.

1.1  The Corrector

Figure

Figure 1.3: Schematic diagram of the 2dF Prime Focus corrector in cross-section. The lower two lens elements are the prismatic doublets making up the ADC; these are the first and second elements of the corrector in the light path.

Figure

Figure 1.4: Wavelength Dependence of Radial Distortion

The 2dF corrector is a 4 component system designed by Damien Jones based on an original concept by C.G. Wynne; see Figure 1.3. Its very large field of view is achieved at some cost to its general broad-band imaging performance; however for multi-object fibre spectroscopy utilising ~ 2 arc second input fibres, this compromise is well worth taking. The most serious image degradation is a strong chromatic variation in distortion term which has the effect of dispersing images in the radial direction by up to 2 arc seconds over the full 350-1050nm wavelength range. This dispersion reaches a maximum at about half the full field radius as shown in Figure 1.4.

The corrector incorporates an atmospheric dispersion compensator (ADC). The ADC is formed by making each of the first two elements of the corrector prismatic doublets which can independently rotate to compensate for the dispersion effects of the atmosphere for all zenith distances (ZDs) less than 65 degrees. These prismatic doublets are close to a metre in diameter and hence represent some of the largest lenses ever made for astronomy. The glass blanks for the corrector were cast by Ohara (Japan) and the optical figuring and mechanical mounting was done by Contraves (Pittsburgh, USA).

The large radial distortion introduced by the corrector results in an image scale which varies from about 15.5 arcsec/mm in the centre to about 14.2 arcsec/mm at the edge. The corresponding change in focal ratio is from f/3.4 to f/3.7.

1.1.1  The ADC

The ADC consists of two prismatic doublets (which are also the first two elements of the 2dF corrector), each made of a cemented pair BK7 and F2 lenses. These two lenses may be driven to any angle using stepper motors controlled by a SSX stepper motor controller or more usually from higher level software (a DRAMA ADC task running as part of the 2dF control system).

When observing away from the zenith the atmosphere acts to disperse the light from target objects into small spectra. The two elements are arranged so that their resultant dispersion vector is equal and opposite to the to the atmospheric dispersion.

By having two prisms of fixed dispersion able to rotate we can vary the resultant dispersion from zero (prisms opposed) to double the dispersion of the individual prisms (prisms aligned).

The atmosphere acts to disperse the blue light towards the horizon along the parallactic angle so the resultant dispersion vector of the ADC must point towards the zenith along the parallactic angle.

This means that in general the thick part of the prisms must point towards the zenith. So for a target field in the north west, the parallactic angle is shown on the mimic display pointing towards the zenith (in the south east relative to the field) and the dispersion vectors of the two ADC elements will be symmetrical about the parallactic angle. In real life the reference marks will point towards the northwest as they represent the thin part of the prism.

Similarly for a field in the southeast, the parallactic angle will be drawn in the northwest with the dispersion vectors drawn symmetrically either side of the parallactic angle. In real life the reference marks will be seen pointing to the southeast.

Figure  1.5 shows FPI star images with the ADC nulled, tracking, and anti-tracking.

Figure

Figure 1.5: Showing how FPI star images look for nulled, correct, and incorrect ADC settings. These images were taken with a non-standard BG1 (UV+near-IR passband) filter, which blocks the V band light.

1.2  The Fibre Positioner

Figure

Figure 1.6: 2dF Robot Positioner

Figure

Figure 1.7: General arrangement of tumbler unit, fieldplates and fibre retractors. Drawing not to scale; only one of 40 retractor units shown on each fieldplate for clarity.

The design of the 2dF positioner was driven by the requirement that fields may need to be reconfigured as frequently as once every hour to cope with the effects of differential atmospheric refraction over the 2 degree field. Thus it must be possible to set up a 400 fibre field in one hour. Also, in order to avoid unacceptable dead time, a double buffered arrangement has been adopted to allow the next field to be configured while observing the current one. Figure  1.6 shows a picture of the 2dF robot positioner.

This is achieved with a Tumbler arrangement on which two field plates are mounted. A robotic gripper head mounted on an X-Y gantry moves over the upper plate and places magnetic buttons attached to the fibre ends at the required positions on the plate. A TV system in the gripper head is used to measure and refine the position of the fibre. Once the field set up is complete the tumbler can rotate to place the field plate in the lower position where the fibres receive light from the telescope, while the second plate is now positioned for fibre set up. A second X-Y gantry at the base of the positioner carries the focal plane imager (FPI), a CCD camera which can be used for viewing objects in the field. It can be used to assist with field acquisition and for calibrating field distortion and related effects. Figure 1.7 shows a schematic of the tumbler unit, fieldplates, and fibre retractors.

The X-Y gantrys are driven by linear motors rather than the lead-screw technology used in the previous Autofib system. The X axis uses two linear motors to drive both ends of the Y beam simultaneously, while a single motor drives the gripper along the Y-beam.

1.3  The Fibres

Figure

Figure 1.8: 2dF Field Plate

Figure

Figure 1.9: Variation of Fibre Diameter with Field Radius

Each field plate has 400 object fibres and an additional 4 guide fibre bundles, making a total of 808. Figure  1.8 shows a picture of one of the field plates. The fibres are 140mm in diameter corresponding to about 2.16 arc sec at the field centre and 2 arc sec at the edge of the field with a variation with field radius as shown in Figure  1.9.

Figure

Figure 1.10: Diagram showing the 2dF button, and the gripper jaws. The 2dF buttons are 4mm long (1 arcmin on the sky), and 2 mm wide.

Figure

Figure 1.11: Picture of Fibres on the Fieldplate

Figure

Figure 1.12: Closeup of Fibres on the Fieldplate

The fibres are terminated by a magnetic button which can be picked up by the gripper and placed on the field plate. A prism at the head of the button reflects the light from the object into the fibre; see Figure 1.10. Figure  1.11 shows a picture of the fibres on a fieldplate, and Figure  1.12 is a closeup of a few fibres on the fieldplate.

Figure

Figure 1.13: Guide Bundle Layout

Each guide fibre bundle contains a central fibre surrounded by six more fibres in a hexagonal arrangement. The guide bundles feed an autoguiding TV camera which is used to acquire the field, and then to guide on the field. From 2002 onwards, we now have a true autoguider, which works very well. The fibres in the guide bundles have a diameter of 95mm (about 1.4 arc sec) and are spaced by 120mm (1.8 arc sec). See Figure  1.13 for a schematic of the guide bundle layout.

In May 2002, we began to implement plate rotation with 2dF. Here, the rotation of the plates can be controlled by the Night Assistant or Support Astronomer, by up to ± 0.5 deg. This allows any residual rotation to be taken out during field acquisition, and will help to some extent to counter the effects of differential refraction during long exposures.

1.4  The Spectrographs

Figure

Figure 1.14: Spectrograph optical layout

Figure

Figure 1.15: Picture of 2dF Spectrographs

The two identical fibre spectrographs each receive 200 fibres. The spectrographs consist of an off-axis Maksutov collimator feeding a 150mm collimated beam to the gratings and thence, at a collimator/camera angle of 40 degrees to an f/1.2 camera. The camera is a modified Schmidt design using a single, severely aspheric corrector plate. Figure 1.14 shows the main components and optical layout of the 2dF spectrograph(s), while Figure 1.15 is a picture of one of the 2dF spectrographs.

The spectrographs use the same gratings as the RGO spectrograph. A number of duplicate gratings have been bought to allow simultaneous use of identical gratings in the two spectrographs. The gratings are listed in Chapter 9, and here is a link to the AAO Gratings WWW page.

The detectors are 1024 × 1024 thinned Tektronix CCDs. With 200 spectra on each detector the spectra are positioned roughly 5 pixels apart. Both CCDs are now science-grade devices, with good cosmetics. Spectrograph #2 suffers from halation from an unknown source, and thus slightly higher levels of scattered light. The 2dF WWW page gives up-to-date information about 2dF and all its components.

The spectrographs contain a slit assembly which allows for switching between the fibre bundles coming from the two field plates. This also provides for the back illumination of the fibres needed by the positioner.

Chapter 2
Software and Controls

2.1  Overall System Description

Figure

Figure 2.1: 2df Computer Systems

2dF is controlled by a distributed system involving a number of different types of computer systems; see Figure  2.1 for a `flowchart'.

Two VxWorks systems (2dFPos and 2dFSys) controlling the 2dF positioner hardware, and ADC are mounted on the top end ring with the control electronics for the 2dF positioner. Another system (2dFSpec) is also on the top end ring in the spectrograph electronics rack and controls the two spectrographs. An Ethernet link connects them with the other systems in the control room.

A fourth VxWorks system (2dFAg) in the control room is used to run the Autoguider. It receives images from the Quantex TV camera via a frame grabber, and sends offset demands to the telescope via a Camac interface.

2.2  Hardware Interfaces

Most mechanisms in the 2dF positioner and spectrographs are controlled via Delta Tau PMAC cards in the VME system. The PMAC is a versatile programmable servo controller capable of providing the fast and precise control needed for the positioner's XY gantrys.

Other interfaces include a number of frame grabbers used to read images from the TV cameras in the positioner and autoguider. The controller for the focal- plane imaging CCD is controlled via an IEEE bus interface from the VME system.

2.3  Software Overview

To meet the needs of the 2dF project for a distributed software system running over a variety of different processors and operating systems, the AAO software group have developed the DRAMA software environment. DRAMA provides for the development of modular software systems made up of a number of tasks which communicate via a message system. DRAMA tasks can run on the VxWorks, UNIX and VMS systems and efficient communication is possible between all the systems on the network as well as locally between tasks on the same machine. The messages are encoded using a self-defining data system (SDS) which automatically handles differences in data representation over the different machine architectures.

DRAMA is used for most of the software in the 2dF system, except for the OBSERVER system used for the CCD data taking which uses the older ADAM environment.

Figure

Figure 2.2: Simplified Diagram of 2dF Software Structure

The main software components are shown in Figure 2.2 which presents a simplified view of the system. Many of the boxes on this diagram actually represent a number of tasks. For example the positioner system consists of a main task, and subtasks to control the gripper gantry, FPI gantry and tumbler.

All 2dF software is controlled through graphical user interfaces, most of which have been developed using the Tcl/Tk system developed by John Ousterhout at Berkeley. All 2dF user interfaces follow the Motif style guide and should be easy to follow for anyone used to Motif or a similar system such as Microsoft Windows or the Macintosh interface.

Preparing Observing Programs for 2dF

Chapter 3
Preparing Observing Projects

with thanks to Mike Irwin


This section describes what is involved in preparing an observing project for 2dF. The basic steps involved can be summarised as follows:

  1. Obtain astrometry for objects in a field.

  2. Select from the astrometry data, target objects of interest in a two degree diameter field, as well as fiducial stars and sky regions in the same field.

  3. Allocate fibres to the objects in the field.

It is assumed that most 2dF users will make use of data from the APM or SuperCosmos measuring machines to provide Step 1. However, any source of reliable astrometry with relative errors over the two degree field <0.5 arcsec should be suitable. After selection of objects a text file is generated describing the objects for a 2dF field configuration. The required file format is described in Section 4.

Step 3 is performed using the Configure program which is described in Section  5.

Successful use of 2dF depends on accurate source positions. With fibre diameters of 2 arc seconds, positions accurate to better than 0.5 arc seconds are needed to avoid significant light loss. Most 2dF projects are likely to be based on astrometry from Schmidt plates measured with the APM or SuperCosmos machines. We believe that all of the major measuring machines (SuperCosmos, APM, USNO, the STScI PDS, and others) have more than adequate accuracy for 2dF purposes, i.e. relative positions can be measured to 0.3 arcsec or better across the two-degree field. However, special care still needs to be taken when doing astrometry, and the following considerations need to borne in mind.

3.1  Reference Stars

The best currently available reference star catalogue with sufficient star density for Schmidt plate reduction is the Tycho-2 catalogue of Hog et al. (2000; A&A, 355, 27). This contains positions and proper motions of around 2.5 million astrometric reference stars on the TYCHO-HIPPARCOS system. All online, and any recent APM and SuperCosmos catalogues, are reduced using this TYCHO astrometric grid. This generally provides several hundred astrometric stars per Schmidt field down to V = 11 and greatly alleviates many of the earlier problems found with doing accurate astrometry on sky survey Schmidt plates. The Tycho-2 catalogue supersedes the Tycho-1 and ACT catalogues, as well as earlier catalogues such as the PPM (Positions and Proper Motions) catalogue of Roeser and Bastian. Systematic errors in the TYCHO+ACT catalogue are negligible at the few mas level, while the random errors in individual star positions are 30 mas at the mean epoch of the catalogue ( ~ 1990) degrading by 3 mas/yr due to proper motion errors.

Although all the recent data is reduced using the Tycho-2 catalogue, some older data, such as the Cosmos database, uses the SAO catalogue which is much less accurate (1.2 arc sec). If you want to reduce your own data on the new system make sure you use the Tycho-2 Catalogue.

3.2  Magnitude Effects

The accuracy of astrometry from Schmidt plates is dependent on the magnitudes of the objects being measured. Over most of the range of interest the accuracy appears to be of the order of 0.1 to 0.3 arcsec as determined by comparing measurements of different plates of the same field. The accuracy degrades somewhat for the faintest objects on the plates, but can also be poor for bright objects where the images are large and saturated and show both strong diffraction spikes and large reflection halos. Unfortunately the astrometric reference stars used to calibrate the astrometry fall into this range. Provided these errors are random this is not a problem, as there are a large number of reference stars available to determine a small number of plate constants.

However, systematic magnitude dependent effects can cause problems, and there is some indication that such effects are present, particularly if the brightest available reference stars are used. To a large extent this problem has been reduced to acceptable levels with the latest Tycho-2 astometric catalogue, which reaches 1 magnitude fainter than the PPM catalogue. However, the relative positions of bright and faint targets can still be systematically different at the few 10ths of an arcsec level, due to the differences in intrinsic image profile with magnitude. This effect is likely to be machine-dependent, since it depends on both the effective scanning beam profile of the machine, the algorithms used to determine image centroids and perform background followong; and the astrometric reduction technique adopted. It also varies across Schmidt plates and between different plates, since it is partially dependent on such things as `seeing' and tracking. It is therefore advisable to use only the fainter reference stars.

Both APM and SuperCosmos have adopted a similar method for dealing with these problems using essentially the same algorithms for the whole measurement and reduction process.

3.3  Systematic Plate Distortions

Analysis of HST guide star catalogue data by Taft and colleagues (1990) revealed the existence of a pattern of systematic distortions in Schmidt plate astrometry, from measurements made using the STSci PDS machines, at a level of about 1 arcsec. This implies that better astrometry can be obtained using local fits to a small area of the plate, rather than using a standard global solution for the entire plate. Irwin (Working Group on Wide Field Imaging, newsletter 5) demonstrated that APM data from the first epoch Palomar sky survey plates (POSSI) shows a similar very stable distortion pattern, as do UKST plates measured with the APM, albeit at a much lower level. The distortion pattern is very stable and is automatically mapped out of the final astrometric product for the on-line catalogue data provided by both APM and SuperCosmos. However, it is worth noting that residual magnitude-dependent distortions do still remain after this operation at the 0.25 arcsec level for UKST plates and around 0.5 arcsec in the corners for POSSI plates, since the distortion pattern itself is also a function of magnitude.

Much of the magnitude-dependent systematic error is radial and appears to strongly follow the vignetting pattern. That is, up to a radius of 2.7 degrees from the plate centre there is little effect, beyond 2.7 degrees radius there is a strong, roughly linear increase in astometric distortion between the bright images and faint images, to as much as 1 arcsec at the corners. The onset of the effect is progressive and appears to be at around V = 14, where the diffraction spikes start to become visible. Fainter than this the effect is negligible, but by about V = 9 is can be as much as 1 arcsec in the corners.

This problem is what currently limits the delivered external accuracy of Schmidt plate data.

Second epoch Palomar sky survey data (POSSII) show a similar low level overall distortion pattern to the UKST plates and therefore if possible either UKST or POSSII plates should be used for 2dF astrometry. In any case some correction for the systematic distortions should be included in the astrometric reductions or judicious use of a local astrometric fit can alleviate the problem.

3.4  Proper Motions

Another reason for using recent epoch material is to mitigate the effect of proper motion of the guide stars selected for 2dF use, relative to the target objects. Even if the target objects are extragalactic, proper motions in the guide stars can give rise to errors in field acquisition. There are a number of steps that can be taken to minimise this problem:

3.5  Choice of Fiducial stars

There are four fibre bundles which are used for guiding whose pivots are located at the North, East, South and West cardinal points of the two degree field. Due to the fibre pivot angle constraints each of them can only access about 0.25 deg2 of sky, so a density of about 20-30 stars are required per 2dF field to ensure all 4 bundles are allocatable. Now that plate rotation has been implemented with 2dF, it is recommended that each configuration have at least 2 guide stars near the edge of the field (to give a better handle on rotation corrections), which requires even higher numbers of candidate guide stars (40-50/field).

Many of the potential astrometric problems discussed above are minimized by choosing guide stars as faint as possible. The TV used to guide with 2dF can see stars down to V = 15 in typical seeing. This limit has been established empirically using Landolt standards. Be careful that your magnitudes are on this scale - in particular APM stellar magnitudes diverge from an accuracy of ~ 0.25 magnitudes at the faint limit due to plate variations in the internally derived magnitude calibration system.

Fiducial stars should not cover more than a 1 mag range, due to limited dynamic range on the guiding TV. A further safety measure is to use guide stars which are themselves part of the target set wherever possible; this works particularly well in the case of star clusters or Magellanic Cloud samples, since then all targets and fiducial stars have the same proper motion.

It is vital that the positions of fiducials should be checked by eye on Sky Survey plates or by downloading digitised maps of the region and checking to ensure that their positions have not been grossly corrupted by: faint halos, diffraction spikes, blending with companions etc... Halo effects are especially a problem for stars with V<12 when the positions have been derived from survey plate scans. Fiducials measured from CCD data may well be okay but can also suffer from charge bleeding and so on. Fiducials can also be checked using the Digital Sky Survey (DSS) CDRoms with the getimage program or by WWW access.

Chapter 4
Configuration Input File Format

A standard format for the input (.fld) file used to describe a field has been adopted for 2dF on the AAT and the Autofib-2 instrument on the William Herschel Telescope in La Palma (Lewis, 1993). The file is an ASCII text file listing the field details, and the details of each target. This section describes the required format.

4.1  File Format

The .fld file consists of character lines. Comment lines can be indicated by an asterisk character in the first column. The first four data lines in the file must contain information on the target field, each item beginning with one of the following keywords (which may appear in any order).

LABEL A string giving the target field label
UTDATE The UT Date of observation
EQUINOX Equinox of coordinates (e.g. B1950, J2000)
CENTRE Field Centre R.A. and Dec

For Autofib-2 the files include two additional items (SKYPA and FIBRES). These are not required for 2dF and are ignored.

Subsequent lines describe target objects, one per line. Each line consists of a number of items separated by spaces.

4.2  Example Input File


* This is a comment line
LABEL target field number 1 xyz cluster
UTDATE 1994 05 12
EQUINOX J2000.0
CENTRE 12 43 23.30 +10 34 10.0
* end of required header info
*
F1   12 40 20.55 +10 30 11.4    F   9  12.0  1  brightest star
F2   12 38 10.31 +09 59 58.9    F   9  13.5  1  fiducial star
*
NGC1002  12 41 30.55 +10 31 56.9  P 2  15.0  1  small fuzzy galaxy
ic3082  12 40 18.40 +10 32 21.5   P 2  17.0     1  candidate satellite
*
sky-1   12 40 10.00 +10 32 21.5   S 5  99.9     1  blank sky (checked)

Chapter 5
The Configure Program

5.1  Introduction

The 2dF Configure program is used to perform the following main functions:

5.2  Obtaining and Installing Configure

You may obtain Configure from the 2dF Software WWW page. Here you will find a link to the 2dF ftp site where you can download Configure; the compressed tar file contains instructions for installing Configure, and versions are available for Solaris and Linux. From this page you can get the latest 2dF fibre and astrometry files. Remember to get the astrometric files for the declinations that you'll be using; see the README file there for more information. The 2dfdr data reduction software may also be obtained from this site.

5.3  Running Configure

Before running Configure, it needs to know where the current fibre and astrometry information files are. This is done by typing: setenv CONFIG_FILES directory_where_files_are; e.g ``setenv CONFIG_FILES . '', if the files are in the current directory. At Epping, the files are stored in: /pub/2df/latest_config_files/mxx, where xx= declination (e.g. /pub/2df/latest_config_files/m30). At Coona, they are in: ~ 2dF/config/poscheck_xxxyy/mzz, where xxx=month, yy=year, and zz= declination (e.g. ~ 2dF/config/poscheck_may02/m30). At other sites, grab the latest files via ftp as described above. Realize that fields usually have to be reconfigured at the telescope, closer to the actual time of observing, since fibre and astrometry information can change on short notice (i.e. fibres break!).

The program is started with the command configure typed at the UNIX shell prompt. You will first be asked if you want 2dF or 6dF, answer `2dF'. This will bring up two windows. The control window contains a menu bar, status display and message region: see Figure 5.1. The other window will be used to display a graphical representation of the 2dF field configuration being generated: see Figure 5.3.

5.4  Opening Files

The configuration program can read data from two types of files:

To open a configuration text file select Open... from the File menu and select your file using the resulting file selection dialogue. By default a file extension of .fld is expected for configuration text files.

To open an SDS configuration file select Open SDS... from the File menu and select your file using the resulting file selection dialogue. By default a file extension of .sds is expected for SDS configuration files.

On opening your file the status display will show a summary of information on the field, and the objects in the field will be drawn on the graphical display. In the case of a text file no fibre allocations will be present so the fibres will all appear on the graphical display at their park positions. An SDS file may already include fibre allocations and these will be shown on the display. To remove the existing allocations in order to start from scratch use Remove Allocations from the Commands menu.

Figure

Figure 5.1: Configuration Main Window after Fibre Allocation

5.5  Converting Files

The configuration program can be used as a way of converting configuration files between text and SDS formats in both directions.

To convert a text configuration file to an SDS configuration file use Open... from the File menu to open the file, then use Save or Save As... to save the file in SDS format. This sequence can be performed non-interactively using the -d switch on the command line when configure is invoked (see section 5.14 for more details).

To convert an SDS configuration file to a text file use Open SDS... from the File menu to open the file, then use List...Allocations to output the file in text format. The output file produced by List...Unallocated Objects is a valid configuration text file containing the unallocated objects from the configuration with EQUINOX set to J2000. It may also include a listing of the fibre allocations in the form of comments in the listing.

5.6  Setting the Wavelength

Before allocating fibres it is important to set the desired observing wavelength. Because of the large wavelength dependent distortion in 2dF it is possible for an allocation that is valid at one wavelength to be invalid at another wavelength. Therefore use the Set Wavelength... option in the Commands menu to set the desired central wavelength of observation.

5.7  Setting the Field Plate

Sometimes you will want to configure for a particular plate, for example when running online during a telescope run, or checking a field for the telescope. This is necessary because both plates always have different fibre and astrometry information.

To set the desired field plate use the Set Field Plate... option in the Options menu. The default is to use Plate 0, but this can be changed using the -p option.

Alternatively one may wish to configure a field for both plates, for example to observe it continuously for 4 or more hours and hence reconfigure to allow for the Hour Angle effects. In this case one would configure for one plate, set the other plate, do a Check Allocation (see Section 5.10) and adjust the allocations of any fibres which cause clashes. However, this may not work very well (may find lots of collisions). An alternative is to change the fibre and button clearances, and the maximum pivot angle from their default values: in the Options menu, select `Expert' mode; then when you Allocate, you will find more options on the popup window; change `Fibre clearance' and `Button clearance' from 400 to 600 microns, and `Max non-radial pivot angle' to 12 degrees; then set the other Allocate parameters in the usual way. Now, when you check the allocation on the other plate, you will have many fewer collisions; the penalty is a slightly decreased allocation of objects (but only by 2-3%, even in very crowded fields). You should also find less collisions when you do the Check over HA Range (see next Section).

5.8  Overview of Allocation Procedure

An automatic allocation of fibres can be done by selecting Allocate... from the Commands menu. This will bring up a dialogue box with a number of parameters controlling the allocation process. The default parameters should normally be suitable. During the allocation process, which will typically take a few minutes to complete, a progress window will report on the progress of the allocation, and the graphical display and status display will be updated as new fibres are allocated.

The default is to leave ~ 20 fibres for sky. Once the object allocation is complete you can assign these to sky positions. These can be either generated on a standard grid (using Allocate Sky Grid... from the Commands menu) or they can be supplied in the input file. Alternatively you can add sky positions manually (see Section  5.11). One should aim for at least 10-15 sky fibres for each spectrograph, i.e. a minimum of ~ 30 total.

Once the allocation is complete it will be checked for validity at the current position. As an extra step you should select Check Over HA Range from the Commands menu to check the validity of the field over a range of hour angles (the default is to check for ±4 hours from the meridian on the date set by the UTDATE field).

Saving the configuration as an SDS file will now give you an input file for the 2dF positioner. You should ensure all the available guide fibres were allocated.

5.9  The Allocation Procedure in more detail

The above recipe will suffice for the majority of 2dF fields. The hardware constrains the fibres to an angular limit of about 14 degrees from the radial direction (or, more rigourously, from the direction in which they exit the retractor block!), but fibres are allowed to cross multiple times so in most cases a high percentage of them can be allocated to targets.

The algorithm currently used (developed by Gavin Dalton at the University of Oxford) is very optimised and has proved to give the best results for `typical' fields. After an initial allocation pass (preceded by the mysterious `Generating Cone Tree' message), it searches down a tree of multiple fibre swaps, looking for swaps which give increased allocations. The algorithm is not unlike a chess program. The tree search terminates at a depth of ten swaps where it is has been found, empirically, that the expenditure of CPU time required to deepen the search is not rewarded by increased allocations.

The algorithm handles objects of different priorities by trying to allocate the highest priority objects first. During the swapping process it will continue to search until it becomes possible to allocate a fibre which was previously parked, or to promote an allocated fibre to a higher priority object.

After the swapping phase there is a final `uncrossing' pass which looks at all pairs of fibres which cross to see if they can be reversed. This is important, as reducing the number of fibre crossings in the final configuration provides a significant reduction in the field-field setup time by reducing the numbers of fibres that must be parked in transit, but this reduction is provided without constraining the allocation itself.

5.9.1  Target Priorities

The targets are allocated in order of priority, with a numerical value of 9 being the highest priority objects and 1 being the lowest. To ensure all guide fibres are allocated it is best to give them the very highest priority.

5.9.2  The Allocation Window

The parameters here control the various steps of the allocation. The default is to allocate the maximum number of targets and leave 20 fibres for subsequent sky allocation; see Figure 5.2.

Figure
Figure 5.2: Allocation Parameters Dialog Box

5.9.3  Sky fibres

The recommended procedure is to first allocate the objects, leaving a certain number for sky, and then assign the leftovers to sky positions.

The observer can supply sky positions in the input catalog - for example positions which have been carefully checked on images to ensure the absence of bright objects. To assign to these simply select `only allocate sky' in the Allocation dialog.

Alternatively a grid of sky positions may be generated and allocated automatically by selecting Allocate Sky Grid... from the Commands menu.

Finally arbitrary sky positions can be assigned interactively (see Section 5.11 below).

It may be desirable to check the positioning of sky fibres that have been automatically allocated or added by hand, to ensure that these are not contaminated by stray objects, particularly brighter stars. This can be done by selecting List... from the Commands menu, and checking the Allocated Sky as DSS input button. This will list all allocated sky positions as J2000 coordinates to a file (the default is the same as the input file, but with the extension .dss) which is in the correct format to be read by the commonly available StScI getimage program. The sky positions are named S??? in the .dss file, where ??? is the fibre number. The content of the sky fibres can then be conveniently be checked using a FITS-aware visual browser (e.g. the visual schnauzer in xv).

5.10  Checking Allocation Validity

The allocation process results in a fibre configuration which is valid at a single time. However, small changes in the relative positions of objects as a result of refraction and other effects could make this configuration invalid at other times and different telescope positions. It is possible to change the Hour Angle using the Set HA... option in the Commands menu, and then check the validity of the allocation using Check Allocation.

The Check over Range of HA... option in the Commands menu performs a check that a fibre configuration remains valid over a range of dates and telescope hour angles. The check should run through with Allocation OK reported in the message region for each position tested. To enable the full functionality of Check over Range of HA... `Expert' mode (found under the Commands menu) has to be chosen.

Occasionally one or two fibres or buttons which are OK at the zenith will cause collisions at large hour angles. The simplest procedure is to manually reassign these as extra sky fibres or to deallocate (park) them (see Section 5.11 below), although it is usually possible to manually adjust the configuration to preserve the target allocation whilst removing the collisions. An automated procedure for this task is under construction.

5.11  Manual Allocation of Fibres

It is also possible to manually allocate individual fibres to objects, although this is not normally necessary, since Configure is very efficient (and assuming you have proper priorities set in your input .fld files). Manual allocation of fibres should be avoided wherever possible, because it makes it more difficult to reconfigure the field at a later date (fields are usually reconfigured nearer the time of observation). If you are using a priority scheme for allocating targets then you can highlight all allocated or unallocated targets within a given range of priorities using the View menu.

Manual allocation is performed by interacting with the graphical display as follows:

The validity of the resulting configuration will be checked, and a progress dialogue will be displayed as this happens. If the resulting configuration is valid the allocation will be made and the display updated. If it is not valid an error dialogue will appear.

There is a short cut to the manual allocation procedure which avoids the use of the menu as follows:

It is possible to manually allocate fibres and then select `uncross first then allocate extras' in the allocation window to automatically assign the rest of the fibres while preserving the manual allocation.

It is also possible to deallocate fibres manually as follows:

Sky positions are allocated in a similar way to objects. However, there is the extra facility to generate an arbitrary sky position anywhere in the field. To do this select the fibre in the normal way with the left mouse button. To assign it to sky use CTRL + middle mouse button. This creates a sky entry in the configuration under the cursor and attempts to assign a fibre to it; this is most useful for assigning miscellaneous unallocated fibres to nominal sky positions.

5.12  The Graphical Display

The display can be zoomed to magnifications of 2, 4 or 8 times its normal scale using the Zoom menu. The zoomed display can be scrolled using scroll bars.

It is also possible to zoom the display by a factor of two about any selected point by clicking the right mouse button with the cursor positioned at the desired centre. To unzoom, select `Normal' in the 'Zoom" menu item in the Configure control panel.

Figure

Figure 5.3: The Configuration Graphical Display, with a sample configuration.

In the display fiducial stars are shown as large red circles, objects as small black circles and sky fibres as blue squares. The fibres buttons are coloured blue for normal fibres, green for guide fibres and grey for disabled fibres. Selected objects and fibre buttons are shown in red. Information about individual objects or fibres in the display can be examined by double clicking on the object or fibre button.

To locate an arbitrary fibre button enter the the pivot number in the fibre info popup and press RETURN - the fibre button selected in red changes to the requested one.

The display can be printed by selecting the Print... command from the File menu. A postscript version of the display will be generated which can either be sent directly to a printer, or saved as a file according to selections in the resulting dialogue box.

5.13  Saving a Configuration

After completing the allocation process and checking its validity the resulting configuration can be saved as a SDS file using Save or Save As... from the File menu. The resulting file is in a form suitable for use by the 2dF observing system.

A text file listing the fibre allocations and/or the unallocated objects can be obtained by selecting List... from the File menu.

5.14  Command Line Switches

configure supports a number of command line options:

There are also options that can be used to perform specific actions when invoked with the -f option:

5.15  Common Problems

  1. ``Open File...'' gives funny errors - most likely fields are missing from the .fld input file. Check it has all required fields (see Chapter 4). The most common error is to forget the Program ID. (At some point configure will be made more robust...)

  2. Will not allocate given sky positions - check the sky positions have higher priorities than objects and set Number of Fibres to Leave for Sky to 0 before running Allocate.

5.16  Tips for Running Configure

  1. Making it Easier to Configure the Same Field on Both Plates

    One may wish to configure a field for both plates, for example to observe it continuously for 4 or more hours and hence reconfigure to allow for the Hour Angle effects. Usually, however, if you allocate on one plate using the default parameters, the allocation will fail dramatically on the other plate, with many collisions. A better way is to change the fibre and button clearances, and the maximum pivot angle from their default values: in the Options menu, select `Expert' mode; then when you Allocate, you will find more options on the popup window; change `Fibre clearance' and `Button clearance' from 400 to 600 microns, and `Max non-radial pivot angle' to 12 degrees; then set the other Allocate parameters in the usual way. Now, when you check the allocation on the other plate, you will have many fewer collisions; the penalty is a slightly decreased allocation of objects (but only by 2-3%, even in very crowded fields). You should also find less collisions when you do the Check over HA Range

  2. Obtaining Higher Yields in Crowded Fields

    When allocating in crowded fields (e.g. Galactic globular clusters), one can usually obtain significant increases in the number of allocated objects via the following procedure:

    By forcing the first allocation to be nearly radial, this (somehow!) allows more objects to be allocated in total.

Observing with 2dF

Chapter 6
The 2dF Software System

6.1  Starting Up the 2dF System

The 2dF system should only be started up and shut down by AAO technical staff and support astronomers, who should refer to the `2dF Survival Guide' for details of how to do this. Any `serious-looking' problems should only be dealt with by these people as well.

6.2  Overview of Software

The 2dF software system is controlled through a number of user interface tasks which appear on the Sparcstation and the adjacent X-terminal. These are as follows:

The 2dF Control Task (tdfct) - This task is responsible for loading and initialising all the others. It contains status windows for all the subsystems it controls as follows:

Each of these sections contains basic information on the status of the subsystem and a More button. Clicking on this button will bring up a control window which provides more detailed control of the specific subsystem.

FPI Control Task (fpictrl) - This task provides control of the focal plane imaging camera, and its gantry. It is possible to use this task to drive the FPI to any star in a configuration file. It is used for field acquisition and for the astrometric calibration process. The images from the FPI camera are displayed by the IMG task which has its own window.

The Positioner User Interface (POS) - Under normal operation the main purpose of this task is to provide a mimic display of the 2dF positioner. It also includes the ability to control most of the positioner functions. In normal operation, however, the positioner should be controlled through the control task's positioner control window, whenever possible, rather than through the POS task.

6.3  The Control Task

Figure

Figure 6.1: The Control Task Main Window - An individual control window for each of the six subsystems can be brought up by clicking on the more buttons

The main window of the control task is shown in Figure 6.1. This window contains status displays for the six subsystems managed by the control task (Telescope, ADC, Autoguider, CCDs, Positioner, Spectrographs). Any of these sections can be removed from the display by clicking the button in the top right hand corner. It can be restored to the display using the Display menu.

A number of options are controlled through the Commands menu which contains the following commands:

Initialise - This command causes the control task to load and initialise all the subsystems.

Reset - When the system is initialised the Initialise entry is replaced by the Reset entry. This brings up a dialogue which allows a number of different levels of system reset. The Recover option is the most useful. This can be used to make the control task reload any task on the Sun that has crashed or been deleted.

Task Status - This brings up a window showing the status of all the subtasks managed by the control task.

Report - This outputs information on the subtasks in the messages window.

Delete Tasks - This can be used to delete one of the subtasks. It is most useful if a task gets hung for some reason. Delete the task and then use Reset/Recover to reload it.

Display Configuration - This can be used to display information about a fibre configuration file.

The following sections describe the individual subsystem control windows which are obtained by clicking on the more buttons on the main window.

6.3.1  Positioner Control

Figure

Figure 6.2: The Positioner Control window - This is obtained by clicking on the more button in the Positioner section of the main Control Task. window

The Positioner Control window is shown in Figure 6.2.

The top section of the display in Figure 6.2 shows that the plate in the configuring position (Config Plate) is currently field plate 1. This means that plate 0 is in the observing position. The last configuration file which each plate was set up with is shown below this. You can double click on the file name to get further details on the configuration file.

The Fibres Moved? button indicates if any fibres have been moved since the field was set up. The All Parked button will be on if all the fibres on the plate are parked.

The lower section of the display is a `notebook' widget with most of the main positioner control functions in the Setup Field page.

The Survey... button starts a survey of the grid of fiducial marks in the field plate. This calibrates the relationship between the encoder units of the gripper or FPI gantry with the actual XY of the field plate. A field plate survey should be done before any position critical operations are done with a gantry, such as setting up a field (a survey is now done automatically when a field is setup), or doing an astrometric calibration with the FPI. Because of flexure between the gantries and field plates, the survey should be done at the same telescope position at which the setup or calibration will be done. The Survey... button brings up a dialogue which allows selection of the FPI or Gripper gantry and provides options for a number of different types of survey. The All option is the one normally used for calibration.

The Tumble button `tumbles' the positioner interchanging the positions of the two field plates. The plate that was at the configuring position now becomes the observing plate. After tumbling a check of a single fiducial mark on each plate is done to adjust the calibration of the gantry coordinate systems.

The Setup button initiates the setting up of a fibre configuration. The configuration file to be set up should be entered in the Config file entry section. Clicking on the button at the right hand end of this will bring up a file section dialogue to enable the file to be selected.

By default configuration files are `tweaked' before being set up. This involves recalculating the XY positions of the fibres for a specified observing time and for the current astrometric model and refraction parameters. If you are going to tweak your file make sure that the information in the Weather and Wavelengths pages are correctly set up as these are used for the refraction calculation. The Obs Time value is used to set the time in minutes from now which the field will be set up for, or for a given local time. If you turn off tweaking (though why you would want to do this, we can't imagine), the XY values in the configuration file will be used (which may have been calculated using an old model). It's hard to imagine a situation where you would want to disable tweaking.

Once the field setup starts, the Configuration Progress section displays a progress bar, and the number of the fibre currently being positioned.

The Park All button parks all the fibres on the plate.

The Fibre Moves page contains options to move or park individual fibres.

6.3.2  Telescope Control

Figure

Figure 6.3: The Telescope Control window - This is obtained by clicking on the more button in the Telescope section of the main Control Task window

The telescope control window is shown in Figure 6.3. The upper section shows the current telescope status. The Slew page can be used to slew the telescope to a source. A position can be entered directly into the Position section (useful for doing standard stars), or the telescope can be slewed to the field centre position of the configuration file associated with either the observing or configuring field plate using the buttons in the Config File Positions section: choose Observation Plate File or Config Plate File, then Load position from file to input fields, and finally Commence Slew and Track. The ADC can also be set to track the same source by setting the ADC Track button.

Other pages in this display allow the telescope to be parked at zenith or prime-focus access, offset control of the telescope, and focus control.

Check with Night Assistant before moving telescope!

6.3.3  CCD Control

Figure

Figure 6.4: The CCD Control window - This is obtained by clicking on the more button in the CCD section of the main Control Task window

The CCD control window is shown in Figure 6.4. The CCD control works by sending commands to the standard CCD Observer system running on the VAX. It is advisable to always control the CCD via the 2dF system rather than by directly typing commands on the Observer terminal. This ensures that control is properly integrated with other 2dF subsystems and will ensure that the correct header information is written to the data files, allowing them to be reduced by the 2dF data reduction system.

The upper section of the window specifies the exposure time, the type of run, and whether it is to be recorded. Since the 2dF data reduction software relies on correct header information, it's very important to enter the correct run type; see the sections below for more information. The options for recording data are as follows:

Normal - A standard run which will be permanently recorded. These runs are assigned a sequential run number and recorded on the DISK$INST on the VAX.

Dummy - These are exposures taken during setup which do not need to be kept. They are written to DISK$DATA on the VAX.

Glance - The CCD is read out and displayed but not recorded on disk. These can be used for checking exposure times etc.

Section 7.8 explains in more detail about actually taking data and calibration frames.

The lower section of the display specifies which CCDs are being controlled. The normal situation is that both CCDs are selected, in which case simultaneous exposures will be taken on both CCDs. It is useful to select only one CCD in cases where only one spectrograph is being used, or where standard stars are being taken through a single fibre/spectrograph. The Repeat Mode allows a single exposure, a continuous sequence of exposures, or a specified repeat count.

The Window button allows the CCD readout window to be specified. The TEK1K_2DF window should be used for all standard 2dF observations.

The Readout Speed sets the readout speed for the CCD which determines the readout time, readout noise and gain.

6.3.4  ADC Control

The ADC control window contains a display of the ADC prism angles and buttons to allow the ADC to be nulled, stopped or set to track a specified telescope position. In normal operation this window is not needed as the ADC can be controlled from the telescope control window. Figure 6.5 shows the ADC control window.

Figure

Figure 6.5: The ADC Control Window - This is obtained by clicking on the more button in the ADC section of the main Control Task window

6.3.5  Autoguider Control

Autoguiding is done by the Night Assistant on another console. Hence, the autoguider control on the 2dF Control Task is currently not implemented.

6.3.6  Spectrograph Control

Figure

Figure 6.6: The Spectrograph Control window - This is obtained by clicking on the more button in the Spectrograph section of the main Control Task window

The spectrograph control window is shown in Figure 6.6. The window provides a display of the status of the two spectrographs. It also provides control of the following functions:

6.4  FPI Control

This section still under construction

This is used to control the Focal Plane Imaging gantry which carries a small CCD which can be positioned anywhere in 2dF's focal plane to take images. It is used for astrometric calibration and field acquisition as described in Chapter 7. The FPI control window is shown in Figure 6.7. The FPI has the following functions:

Menu Items: File, Commands, Imager, Options

To be done

Camera Control (left-hand side):

Gantry Control (right-hand side):

Figure
Figure 6.7: The FPI control task window - used for imaging stars in the focal plane of 2dF

Chapter 7
Observing Procedure

7.1  Outline of Observing Procedure

A typical observing session with 2dF is likely to involve the following steps:

7.1.1  Preparation During the Afternoon

  1. Use the configuration software to prepare configuration files for all the fields you wish to observe - check that they are valid for the range of hour angles you are likely to use, and that they are valid for the field plate you will be using for each.

  2. Take any calibration frames which can be done in advance (e.g. Bias frames, Dark Frames). At the moment it is not possible to do a full chip flat field, as this is to be done by moving the slit unit to fill in the gaps between the fibres, and the hardware and software to do this don't exist yet (see Section  7.8).

  3. It is possible to set up fields (section 7.6) in advance, but only if you are sure you have a good astrometric calibration from the beginning of the run.

  4. Take arcs to check the central wavelength, spectrograph focus (should be 2-2.5 pixels FWHM across the frame), and exposure times.

  5. Get staff to make sure the telescope Z gear is not at its limit (if it is, will affect pointing calibration).

7.1.2  Procedure During the Night

  1. Setup the ADC (see Section 7.3) Set the ADC either to its null position or to its tracking mode.

  2. Telescope Focus and Setup (see Section 7.4) This involves acquiring a star on the FPI and focusing on it.

  3. Pointing Calibrations This is normally done once at the start of the 2dF run, during the 2dF setup night by the 2dF Support Astronomer.

  4. Astrometric Calibration (`POSCHECK') This is the mapping between position on the plate (determined by the reference system of the grid of fiducial markers) and position on the sky (determined by a set of reference stars). Again, POSCHECKS only need to be done once, at the start of a run, by the 2dF Support Astronomer.

  5. Setting Up a Field (see Section 7.6) Once the astrometric calibration is done a field can be set up for the calibrated plate.

  6. Field Acquisition (see Section 7.7) The stars are located - first on the FPI and then in the guide fibres. Often fiducial stars come down the guide fibres straight away!

  7. Calibration Frames (see section 7.8) Calibration frames which require the fibres to be set up (e.g. Fibre flat fields, arcs) should be taken at this point.

  8. Guiding The Night Assistant should now start guiding on the field. Autoguiding is now available, or guiding can be done by hand.

  9. Taking Data (see Section 7.8) Data frames on the target field (and related calibrations such as offset-skys) can now be taken.

7.2  Centering a Star in the FPI

`Centering a star on the FPI camera' is a fundamental operation for acquiring objects with 2dF, and warrants its own section here:

  1. Unpark and centre the gantry

  2. Make sure the FPI is using a small window (this makes it go faster). The default is 200×200 which is usually fine. If not use the Set Window option in the Commands menu. Note: the full size of the CCD is 384 ×578 pixels (and the scale is 0.3 arcsec/pixel).

  3. Set the FPI camera to take exposures continuously (`movie mode') by setting a short exposure time (about 0.2 seconds for a typical SNAFU or PPM star with magnitude 8-10) in the entry box in the FPICTRL main window, selecting the Continuous button and then clicking on the Image button. You will now get a real time display of the sky in the IMG window showing what the FPI CCD is seeing. You may have to adjust the pan/zoom of the IMG window - buttons Centre, Zoom in and Zoom out on the IMG widget.

  4. The star should now be visible on the FPI display. If it isn't check the following:

    Is it cloudy?

    If not, the usual cause of target field acquisition problems are obscuration in the optical path, namely:

  5. Turn off the Continuous Imaging mode (i.e. go back to Single Frame mode).

  6. Offset the telescope to centre the star on the FPI image display. This can be done automatically by doing Control-left-mouse-button-click on the star in the FPI window - the telescope is moved so the point clicked on with the mouse is centered. If you wish to more accurately center (e.g. for the pointing setup) one can define a centroiding box around the star with Shift-left-mouse-drag on the IMG display and run Tel/Centre Star from the FPICTRL Commands Menu. Once the telescope offset has completed another single FPI image is automatically taken; you should check this image to make sure the star is centered. Note: if one clicks on the Mark Centre button in the IMG window a crosshair is drawn at the center. This is useful to compare with the star position.

An alternative backup method for centering the star is to ask your Night Assistant to offset the telescope using the handset while running the FPI in Continuous Imaging mode.

7.3  Running the ADC

Although the ADC has its own control window, the basic control of the ADC is most easily done from the Telescope control window of the control task via its SLEW page. If you slew the telescope from here the ADC can be automatically slewed with it. From here you can select one of the following modes:

ADC Track - The ADC will track the selected field.

ADC Null - The ADC will set to a null position at which it has no effect.

ADC Static - The ADC will be slewed with the telescope but will then be left at the fixed position.

ADC Ignore - The ADC will not be moved.

Since atmospheric dispersion effects are only important for large zenith distances, for the astrometric calibration observations (next section) we generally set the ADC to `Null' (click on the Null ADC button in the ADC window). This avoids the overhead of continually moving the ADC.

7.4  Telescope Focus

The first setup to do when 2dF goes on is to focus the telescope. The telescope focus is not fully temperature-compensated (the metal structure of 2dF in particular), so it's adviseable to check the focus each night during twilight if there is time, especially if the seeing becomes exceptionally good. It is especially important to check the focus if there is a large temperature change. This is done by the following procedure:

  1. Point the telescope at a suitable bright star. A star of about 10th magnitude works well.

  2. Unpark the FPI gantry and move it to position (X,Y) = (0,0). This can be done from the FPICTRL window gantry control section. Menu Control Options (under Gantry Task Control), items Unpark Gantry then Centre Gantry.

  3. Take an image of the star by pressing the Image button in the FPICTRL window. You may need to adjust the exposure time, generally 0.3-1 second is suitable for 10th magnitude SNAFU stars. (Note: the FPI camera saturates at about 8000 counts).

  4. Approximately centre the star in the FPI (Control-left-mouse-button-click on the star) and define a centroid window around it with Shift-left-mouse-drag on the IMG display (see section 7.2 for more details).

  5. Click on the Focus Telescope option in the FPICTRL Commands menu. This will automatically drive the telescope through a range of focus values, taking a centroid at each point and fitting a Gaussian to the image profile. A plot is displayed of FWHM vs focus position and a fit is overlaid. One can then use the fitted minimum as the new default focus position.

Note: the normal range of the telescope focus value is 36.0-37.0 mm.

7.5  The Declination Problem

2dF has a Declination dependent field plate rotation due to a combination of the intrinsic geometric rotation of the sky and plate flexure.

Until the field plate mechanical rotation is fully commissioned (hopefully by the end of 2002), the only way to compensate for this is to use setup files (tdFlinear0.sds tdFlinear1.sds tdFdistortion0.sds tdFdistortion1.sds) for the correct Declination (i.e. within about 10°). This means a POSCHECK must be performed for each Declination which fields will be configured for. In practice, we usually do poschecks for DEC= -5, -30, -50, and -70 degrees.

Currently we organise this by creating sub-directories in ~2dF/config/ for each month (e.g. ~2dF/config/poscheck_jul98/) and then below that for each declination that has been measured (e.g. ~2dF/config/poscheck_jul98/m5/, ~2dF/config/poscheck_jul98/m30/ for d = -5°, -30°, etc.) The files have the same name as in the top level directory (i.e. tdFlinear0.sds etc.) and can easily be copied back to the top level before setting up a field. For example:


% cp ~2dF/config/poschecks_jul98/m30/* ~2dF/config

It is also advisable to check field validity using configure with the right setup files. You can change the default location configure picks up its files by setting the environment variable CONFIG_FILES before starting configure, e.g.:


% setenv CONFIG_FILES ~2dF/config/poscheck_jul98/m30
% configure &
Opening distortion file /instsoft/2dF/config/poscheck_jul98/m30/tdFdistortion0.sds
Opening linear file /instsoft/2dF/config/poscheck_jul98/m30/tdFlinear0.sds
Reading /instsoft/2dF/positioner/tdFconstants.sds
...

7.6  Configuring a Field

  1. DO NOT CONFIGURE A FIELD AT PRIME FOCUS ACCESS

  2. Make sure you have a valid field configuration, by checking it using the astrometry files for the correct Declination. Copy the observers configuration file to the appropriate directory, e.g. cp myconfig.sds ~ 2dF/config/mar01/.

  3. Make sure that the correct distortion files for the declination of the field you are about to configure are copied into the  2dF/config directory, e.g. (from ~ 2dF/config):
    cp poscheck_mar01/m05/t*.sds .

  4. Tumble the positioner to the correct fieldplate for the field you wish to configure. Use the tumble button on the positioner subwindow and this will ensure that the spectrograph slit units stay synchronised with the tumbler.

  5. In the positioner subwindow you should select the wavelength tab and set the spectrograph central wavelength. The autoguider default is usually ok.

  6. In the positioner subwindow select the weather tab and press the `using dialog' button; then `fetch' the current Met system values with the bar at the base of the window. Now round the temperature, pressure and humidity values to a sensible number of significant figures by editing the values. Note these values down in case of software crashes. If configuring during the day remember to set realistic night-time temperatures, etc. Note: at present the Met system is not working. You will have to set the weather values by hand.

  7. Select the plate N tab where N is the plate to be configured. Enter the correct Ch values by pressing the `Set Ch' button and entering the values for both plates. These two values are determined on the first setup night and are normally written down on the control room white board. Note: this should only need to be done at the very beginning of the run, as 2dF now remembers these values, but it's good to check.

  8. Select the button to configure a field for a set local time and enter the time you wish to configure the field for: note that this is in local time, and is in 24 hour format and must include seconds. If you wish to specify a time after midnight it is best to enter the date as well. If you leave the cursor over the entry box for a few seconds a help dialog will appear indicating the date and time format. Choose a time corresponding to the midpt of the observations for that field; if you configure a field for a time much different than the actual midpt, this will result in position errors and loss of signal for some objects.

  9. To select the configuration file either enter the path and filename directly in the entry box provided at the base of the plate N tab or click on the symbol at the right hand side of the entry box and browse for the required file.

  10. Press the `setup' button and configuration will start provided there are no other problems. The field will be tweaked for the time of observation and validated for collisions before generating the sequence of moves to go from the current configuration to the next configuration. The gripper gantry will then survey the fiducial marks in the fieldplate. The positioner will then move each fibre in turn in the predetermined sequence.

  11. Important note The default mode of operation is for the positioner to park all unused fibres in a new configuration. However in some circumstances this is not the behaviour which is required. For example if the new configuration is to observe a few bright stars at the end of the night then the observer might not want to spend a lot of time parking the unused fibres. To change the mode of operation select the flags tab on the positioner subwindow and click on the right hand button (provided with help dialogue) to select the mode where unused fibres will be left in the field unless they are in the way of the future configuration. Remember to unset the flag after doing the configuration. (Automatically resets on the next restart of 2dF.)

Problems?

If you have problems (for example fibre/button collisions) go back in to configure and edit the configuration (e.g. deallocate these fibres). Currently there are some constraints that tdfct knows about (e.g. the location of the plate screw holes!) which configure does not.

Also you may have made a mistake and not checked the field for the correct Hour Angle.

7.7  Acquiring Fields

This requires the following steps:

  1. Slew the telescope to the field centre position, either from the telescope control system, or from the telescope control window in the 2dF control task (the latter is preferred).

  2. While slewing, tumble the field plates to bring the newly configured plate to the observing position.

  3. Check that the flaps are open and all comparison lamps are off.

    Usually the field is acquired straightaway by the Night Assistant on the TV, who will then tweak it in. However, if this doesn't happen, here's what to do:

  4. From the Commands menu of the FPI task choose the Select Object entry, and from the object selection window select one of your allocated guide(fiducial) stars. (If the list of objects does not look right, then select the Load Configuration entry from the FPI Commands menu, and load the same SDS file you have just set up.)

  5. Use the Go To RA/Dec button to move the focal plane imager to the expected position of the star. Typical exposure times for the FPI camera in clear conditions are 0.2 sec for a SNAFU star (V=8 mag) and 3-4 sec for a typical guide star (V=15-16). Take an image with the appropriate exposure time, and the star should be visible. If it is not and everything else is correct it is probably cloudy. Note: in reasonable conditions of transparency it is usually possible to see a several random stars using the full 384 ×578 window of the FPI CCD and a few seconds exposure.

  6. Centre the star on the FPI camera (see section 7.2).

  7. Apply the magic offset determined for this plate to bring the stars to the fibre positions.

  8. Move the FPI camera out of the way by parking it.

The guide stars should now be visible on the TV display and can be centred up.

If you still can not find the stars, repeat the above procedure, this time doing an FPI survey at the field position first to take out any local flexure.

7.8  Taking Calibration and Data Frames

Data taking should be controlled via the CCD window of the control task rather than directly from the observer control terminal. This ensures correct headers are fed through to the data reduction system.

The data reduction system also requires that 2dF data be taken with a window that covers the full chip without binning and includes a number of overscan columns on the right hand side. The window TEK1K_2DF is recommended. This is the default and is controlled using the Window button. The Readout Speed button can be used to set the CCD readout speed. Data frames are taken by setting the type of run and then clicking on the Start CCD Run button. Runs can be done in single or count modes. Finally, exposures can be done on both CCDs (the usual) or on either of the CCDs singly.

The following types of frames can be taken:

7.8.1  Typical Observing Sequence

7.8.2  BIAS frames

A BIAS frame is taken by setting the run type to Bias Run, record option to Record Run and then clicking on the Start CCD Run button.

It is generally a good idea to take a number of bias frames which can be combined to minimise the effect of readout noise. To take a set of 10 bias frames select the Count mode and set the count value before starting the observation. Bias frames are used by the 2dfdr data reduction software if available, but are not required to reduce the data since 2dfdr can also do bias-subtraction using the chip overscan region (this latter option is the default, and is usually adequate).

7.8.3  DARK frames

To take a DARK frame set the exposure time and specify Dark Run and Record Run and then click on the Start CCD Run button. As with biases it is advisable to take a number of darks using the Count option so that they can be combined to remove cosmic rays. Again, these are used by 2dfdr if available, but are not required for data reduction. Note that the dome must be dark when taking DARK frames, as the spectrographs are not absolutely light-tight.

7.8.4  Long Slit Flat Fields

It is intended that eventually long slit flat fields can be taken by moving the slit unit backwards and forwards to blur the fibres into the appearance of a long slit. Currently the hardware and software to do this is not complete and there is no way to take such a frame. Flat fielding therefore has to be done with Multi-Fibre flat fields as described below.

7.8.5  Multi-Fibre Flat Fields

Multi-Fibre Flat Fields are taken using the quartz lamp in the calibration unit. This illuminates the flaps below the corrector. Set it up as follows:

  1. Check that the Quantex TV gain is turned down as the lamp will illuminate the guide fibres.

  2. Select Fibre Flat.

  3. Set the exposure time: 0.7 seconds (the lamp is too bright!) is about right for the 300B grating. With the 1200 gratings the required exposure can be up to 6 sec. Experiment with `dummy' exposures to get the right exposure times. See Table  7.2 for more guidance.

  4. Select type of run (Normal, Dummy, Glance).

  5. Click on Start CCD Run.

  6. You will then be given a choice of lamps. For almost all of the gratings, the best flat lamp is the 50W No.2 (we do not use the 20W lamps at all); for the 1200B grating you may need to use both 50W No.1 and 50W No.2. Again, you should experiment with `dummy' exposures to get the right levels (you should aim for 30,000-40,000 counts per pixel, and make sure that there are enough counts across the whole wavelength range).

    You can also click to whether to leave the flaps closed after the exposure; this is useful if you are doing another calibration frame (e.g. ARC) immediately after, as no time is wasted opening and closing the flaps.

7.8.6  Wavelength Calibration Frames (ARCs)

Wavelength calibration (or ARC) frames are taken using the lamps in the calibration unit. These illuminate the flaps below the corrector. There are four Copper-Argon, two Copper-Helium, and two Iron-Argon lamps which can be turned on separately or in combination.

  1. Check that the Quantex TV gain is turned down as the lamp will illuminate the guide fibres.

  2. Select Arc.

  3. Set the exposure time.

  4. Select type of run (Normal, Dummy, Glance).

  5. Click on Start CCD Run.

  6. Choose arc lamps, and whether or not to leave flaps closed after exposure.

For low resolution spectra (e.g. 300B grating) the combination of the copper-helium and copper-argon lamps works well. A fairly short exposure (typically 30 sec) will be sufficient for the helium lines in the blue and the strong argon lines in the red. One can also try ( ~ 60 sec) exposures with just the copper-helium lamps with 300B. For high resolution data in the blue, iron-argon exposures of ~ 300 seconds are recommended or ~ 200 sec exposures with the copper-argon lamps (the iron-argon lamps are very faint, and are thus of no use for focussing). See Table  7.2 for more guidance.

7.8.7  Object Frames

  1. Select Object.

  2. Set the exposure time.

  3. Choose type of run (Normal, Dummy, Glance), and then Start CCD Run.

7.8.8  Offset Sky Frames

To accurately subtract sky is is necessary to calibrate the throughput of the fibres. These vary at the 10% level between configurations, though they are stable to about 0.5% while tracking on a given configuration.

This calibration ideally requires a bright, flat source; unfortunately the `flatfield' lamps are neither flat or stable enough. The default is to use the dark sky. Because it is dark the data reduction system bins up along the wavelength axis so as to avoid the need for excessively long exposures.

There are other options however:

If in doubt, take both twilight flats and dark-sky flats. In any case, the standard procedure is to take 3 exposures with the telescope offset 10 arcseconds in different random directions from the observing position. We find 3×3 minutes gives good results (though longer exposures are probably required for high dispersion in the blue). Select Offset Sky for these observations, and choose exposure time, etc, in the usual way. When working in crowded or messy fields (e.g. globular clusters, nebulous regions) large initial offsets (up to 1-2 degrees) may be required to avoid having too many objects landing in fibres.

7.8.9  Standard Stars

Here we discuss observing standard stars through individual fibres, for instance to observe radial velocity and spectrophotometric standard stars. You should allow ~ 15 minutes to observe one standard in both spectrographs. The observer has to supply the 2dF SA with star positions in J2000 coordinates.

Outline of Procedure

The basic idea is to centre a standard star in a guide fibre, then use a blind offset to put the standard star down a spectroscopic fibre. For this reason the spectroscopic fibre should be as close as possible to the guide fibre (within 20mm (5 arcmin) if possible, for best results; the default is 50mm (12.5 arcmin), but this is a little large).

Detailed Procedure

This process is a bit cumbersome but works well. An offsets calculator is available and is now built into the 2dF control system. You will require the position (RA,Dec in J2000.0) of the standard star or stars that you wish to observe.

Two basic procedures are possible:

  1. Using an existing field configuration and observing standard stars by blind offsets into conveniently placed fibres.
  2. Configuring a specially designed field with a guide fibre and spectroscopic fibres near the centre of the field plate.

The former procedure is advised if you only want to observe one standard star at a time, the latter procedure is much faster if you want to observe several standard stars say at the end of the night.

(1) Using an existing field configuration

The basic procedure is to centre a standard star in a guide fibre then use a blind offset to put the standard star down a spectroscopic fibre. For this reason the spectroscopic fibre should be as close as possible to the guide fibre.

  1. Inspect the configuration and choose a guide fibre which lies close to program fibres. Using Fibre 202 is best if possible, since it means the spectra will land near the centre of the CCDs; Fibre 404 is usually worst in this respect. In most cases it is good practice to observe the standard stars in each spectrograph, consecutively.

  2. From the FPI control window choose the `select object' item from the commands menu. Click on the `allocated' button and on `all'. Then select the chosen guide star from the `pivot' menu and set the `maximum distance' parameter to a small value ( ~ 20 mm). This should leave a list of a few star fibres; if there are too many or too few, change the `maximum distance'. Click on the listed stars to find one from each spectrograph (ie. A, B).

  3. Click on the `standards' button in the bottom right hand corner and a new dialogue box will appear. This is the offsets calculator. Select the guide fibre from the `select guide pivot' section and the spectroscopic fibre from the `select object pivot' section.

  4. Now enter the Ra, Dec of your standard star in J2000 coordinates (these are the only numbers you have to enter manually) and press the calculate button. Three sets of corrected offsets are displayed in red. The first is the offset in arcsec from the centre of the fieldplate to the guide fibre. The second is the offset in arcsec from the guide fibre to the spectroscopic fibre. The third (not often used) is the offset from the centre of the fieldplate to the spectroscopic fibre.The calculator will also display the CCD that the standard star spectrum will be visible on. Note that the corrected offsets already allow for cos(dec) and the night assistant should not apply a further cos(dec) correction.

  5. To repeat the calculation for several spectroscopic fibres simply choose another fibre and click on the calculate button, noting down the corrected offsets in each case. If several spectroscopic fibres are available within a short distance this can allow rapid offsetting of a standard star down fibres in both spectrographs for cross checking (The retractors either side of a guide fibre are routed to different spectrographs.)

To centre the standard star in the spectroscopic fibre, work though the following check-list (this procedure assumes that you are using the default 200 by 200 pixel window):

  1. Slew the telescope to point at the position of the standard star (either use the telescope interface or ask the night assistant). If using the telescope control window the ADC will normally follow the telescope. If the telescope is moved by the night assistant and the ADC is tracking then the ADC will correct for the new telescope position when the telescope finishes slewing. If the ADC is idle when the telescope slew starts then you will have to manually drive the ADC to the telescope position when the slew finishes.

  2. Stop the ADC once it is in the correct position for the telescope. Further offsetting will move the telescope by less than 1 degree which will not affect the operation of the ADC and this will avoid ADC problems and worried observers.

  3. Move the fpi camera gantry to the centre of the field and grab a single image.

  4. Centre the standard star in the fpi camera window by using the control-left button click on the star. The telescope will be moved to centre the star in the fpi camera window and a fresh image taken to verify the result.

  5. Now ask the night assistant to apply the fpi to fibre magic offset. This will centre the standard star on the field plate as opposed to the fpi camera.

  6. Now ask the night assistant to appl