4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI

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4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
4MOST – 4m Multi-Object
                  Spectroscopic Telescope
               4MOST Spectroscopic Surveys &
                            Asteroseismology
                                          Roelof de Jong (AIP)
                                                    4MOST PI

Reconstructing the Milky Way’s History,
1–5 June 2015, Bad Honnef                         www.4MOST.eu

                                                                 1
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
4MOST: Wide-field, high-multiplex optical
spectroscopic survey facility for ESO
• Status:
     – Preliminary Design Phase started Jan 2015
     – ESO Council approval expected June 2015
     – Operations start on VISTA telescope 2021 (at least 2x 5 year)
• Science:
     – Cosmology, galaxy evolution, high-energy and Galactic science
     – Complement large-area space missions: Gaia, eROSITA, Euclid, PLATO
     – Complement ground-based surveys: VISTA, VST, DES, LSST, SKA, etc.
• Survey facility:
     –   Instrument, science operations, data products, science
     –   Run all-sky 5 year public surveys in parallel, with yearly data releases
     –   Key surveys organized by consortium in coordination with community
     –   Add-on surveys from community through ESO peer-reviewed
         applications
  4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   2
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
Main science drivers
    A 5 year 4MOST survey provides

•    Euclid/LSST/SKA (and other surveys) complement:
    !Cosmology!and!galaxy!evolu6on!
      – Dark Energy & Dark Matter (BAO, RSD, lensing, Ly forest)
      – !Euclid!
          Galaxy evolution (groups & clusters)
       –     Transients (SNe Ia, GRB)
           !VST/VISTA/LSST/SKA!(+other!all&sky!surveys)!
       –    >13 ×106 spectra of mV~20-22.5 mag LRGs & ELGs
     !
•    eROSITA complement:
     !!– Cosmology with x-ray clusters to z~0.8
    !High&energy!sky!
      –      X-ray AGN/galaxy evolution and cosmology to z~5
           !eROSITA!
      –     Galactic X-ray sources, resolving the Galactic edge
     !–     2 ×106 spectra of AGN and galaxies in 50,000 clusters

•    !Gaia complement:
    !Galac6c!Archeology!
     ! –– Chemo-dynamics         of the Milky Way
            Stellar radial velocities, parameters and abundances
          !Gaia  ! 6
      !!–   13 ×10    spectra @ R~5000 of mV~15-20 mag stars
    4MOST  2 ×106 spectra
      – | Reconstructing           @ R~20,000
                         the Milky Way’s              of mV1–5
                                         History, Bad Honnef, ~14-16   mag
                                                                June 2015     stars
                                                                          | Roelof de Jong   3
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
Main science drivers
    A 5 year 4MOST survey provides

•   Euclid/LSST/SKA (and other surveys) complement:                                          !
     –     Dark Energy & Dark Matter (BAO, RSD, lensing, Lyα forest)                         +!~15!million!
     –     Galaxy evolution (groups & clusters)                                              spectra!for!
     –     Transients (SNe Ia, GRB)
                                                                                             community!
     –     >13 ×106 spectra of mV~20-22.5 mag LRGs & ELGs
                                                                                             proposals!
•   eROSITA complement:                                                                      !
     –     Cosmology with x-ray clusters to z~0.8                                            4MOST!is!a!
     –     X-ray AGN/galaxy evolution and cosmology to z~5                                   general!purpose!
     –     Galactic X-ray sources, resolving the Galactic edge                               spectroscopic!
     –     2 ×106 spectra of AGN and galaxies in 50,000 clusters
                                                                                             survey!facility!
•   Gaia complement:                                                                         serving!many!
     – Chemo-dynamics of the Milky Way                                                       astrophysical!
     – Stellar radial velocities, parameters and abundances                                  communi6es!
     – 13 ×106 spectra @ R~5000 of mV~15-20 mag stars                                        !
          2 ×106 spectra
     – | Reconstructing
    4MOST               the Milky@ R~20,000
                                 Way’s History, Bad of mV~14-16
                                                    Honnef,           mag
                                                            1–5 June 2015    stars
                                                                          | Roelof de Jong              4
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
Science Requirements

• 4MOST shall be able to obtain:
     – Redshifts of AGN and galaxies (also in clusters)
            • R~5000 spectra of 22 r-mag targets with S/N=5/Å with >3 targets in =2’
     – Radial velocities of ≤2 km/s accuracy and
       Stellar parameters of
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
4MOST instrument overview
 Fibre positioner                                         •     New Wide-field Corrector, fibre
                                                                positioner and three spectrographs
                                                          •     Spectrographs mounted on telescope
                                                                fork (gravitation invariant)
                                                          •     Short fibre run (~15 m), prototype
                                                                shows very low FRD
Fibre Feed

                                                              Wide-Field Corrector

                                                      VISTA telescope

                                                         High-Res Spectrograph

   Low-Resolution Spectrographs

    4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   6
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
Instrument Specification
Specification                                                Design value
Field-of-View (hexagon)                                     ~4.1 degree2 ( >2.5°)
Multiplex fiber positioner                                  ~2400
Medium Resolution Spectrographs (2x)                        R~5000–7000
 # Fibres                                                    1600 fibres
 Passband                                                    390-930 nm
 Velocity accuracy                                           < 2 km/s
High Resolution Spectrograph (1x)                           R~20,000
 # Fibres                                                    800 fibres
 Passband                                                    392-437 & 515-572 & 605-675 nm
 Velocity accuracy                                           < 1 km/s
# of fibers in =2’ circle                                   >3
Fibre diameter                                                 =1.4 arcsec
Area (first 5 year survey)                                  >2h x 18,000 deg2
Number of science spectra (5 year)                          ~75 million of 20 min

 4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   7
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
Wide-field corrector VISTA =2.5°
includes an ADC, A&G, and WFS

                                                                            Development!AIP!responsibility!

                                                                       1000nm
                                                                                     Field-edge position
                                                                             Zenith Distance: 55 degree
                                                                                     Seeing: 0.7 arcsec
                                                                                        Fibre: 1.5 arcsec
                                      =1.5”!                             380 nm

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong                  8
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
Tilting Spine (Echidna) positioner
                                                    • ~2400 fibres
                                                    • Large, overlapping patrol areas
                                                      enables dense target packing and
                                                      special high-resolution fibres
                                                    • Closest separation ~15 arcsec
                                                    • Reconfiguration time
4MOST - 4m Multi-Object Spectroscopic Telescope 4MOST Spectroscopic Surveys & Asteroseismology - Roelof de Jong (AIP) 4MOST PI
Dedicated HR and LR spectrographs

   • Fixed configuration spectrographs, high throughput with
      VPH gratings
     4MOST HRS Status
   • 3-arm designs with 6k x 6k detectors for both high- and
     low-resolution
          Optical Layout
HR:!LSW,!Heidelberg!                                                     LR:!CRAL,!Lyon!
                                             Blue camera

                                                     VPHG
 Red camera
                       Dichroics              Corrector

                                                      Collimator

                                   Fiber exit

                                      Green camera
                          3D Layout
   4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   10
Magnitude limits for typical science cases

                        abundances!

                                    stellar!parameters!

                                           radial!veloci6es!

           2o min limit                              redshiZs!                               2 hour limit

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong              11
How are we going to run 4MOST?
• Unique operations model for MOS instruments that
  allows observations for most science cases
• 4MOST program defined by Public Surveys of 5 years
• Surveys will be defined by Consortium and Community
• All Surveys will run in parallel
    – Surveys share fibres per exposure for increased efficiency
• Key Surveys will define observing strategy
    – Millions of targets all sky
• Add-on Surveys for smaller surveys
    – Small fraction fibers all sky
    – Dedicated small area
    – 103 to 106 targets

 4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   12
How are we going to run 4MOST?

• Consortium Surveys will ensure whole hemisphere covered with
  at least ~120 minutes total exposure time
• Each exposure 20 minutes, repeats possible
• Total exposures times per target between 20 and 120 min (and
  more) possible till required S/N
• Areas with more targets get visited for more than 120 min
• All decided at least ~2 days in advance. Current ESO
  operations models does not allow ToOs for 4MOST

 4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   13
Science verification with full 4MOST
simulator: Design Reference Surveys
Surveys implemented with ~60M objects (coordination Feltzing & McMahon)
•   Milky Way halo R>5000 (~3M objects) Helmi, Irwin
      – Chemo-dynamics streams
•   Milky Way halo R>20,000 (~ 0.2M objects) Christlieb
      – Chemical evolution of accreted components
•   Milky Way disks/bulge R>5000 (~25M objects) Chiappini, Minchev, Starkenburg
      – Chemo-dynamics of bulge/disks
•   Milky Way disks/bulge R>20,000 (~2.5M objects) Bergemann, Bensby
      – Chemical evolution in situ components
•   eROSITA galaxy clusters (~50,000 clusters, ~2.5M objects) Merloni (acting)
      – Dark Energy and galaxy evolutions
•   eROSITA AGN (~1M objects) Merloni
      – Evolution of AGN and the connection to their host galaxies
•   Galaxy evolution WAVES (~1.5M objects) Driver, Liske
      – Dense magnitude/redshift limited galaxy survey
•   Fundamental cosmology science (~23M objects) Kitaura
      – Luminous red, blue galaxies, and AGN survey

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   14
Simulate throughput, fibre assignment, survey
      strategy and verify total survey quality

                                                                                                                      Targets!
                                                                      !Science!case!           !S/N!!/!Å! rAB&mags! (Millions)!
                                                                      MW!halo!HR!                 140!    12–15.5!      0.07!
                                                                      MW!halo!LR!                 10!     16–20.0!      1.5!
                                                                      MW!disk/bulge!HR!           140!    14–15.5!      2.1!
                                                                      MW!disk/bulge!LR!          10–30!   14–18.5!      10.7!
                                                                      X&ray!galaxy!clusters!       4!     18–22.0!      1.4!
                                                                      X&ray!AGN!                   4!     18–22.0!      0.7!
                                                                      BAO+RSD!galaxies!            4!     20–22.5!      12.8!
MPE,!Garching,!Boller,!Dwelly!et!al.!
    4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong
                                                                      Total!                                          15>29!
Cosmology surveys (~15M objects)
• Dark Energy and General Relativity constraints by measuring
  cosmic expansion history and growth of structure:
  •    Weak Lensing: Photo-z calibrations and characterize the foreground lensing
       populations for KIDS, DES, LSST and Euclid. Same sky cross-correlation of
       foreground density field & lensing improves constraints 2–4x
  •    Galaxy Clusters: Redshifts and velocity dispersions of Galaxy Clusters provides
       strong constraints on growth rate of structure.
  •    SNe Ia: Follow-up DES Sne Ia host galaxies and later LSST transients to measure
       expansion. 10s of LSST transients per pointing -> 100k transients/year
  •    BAO and RSD: Use different populations (LRGs, ELGs, AGN, Lα forest) and their
       cross-correlation to measure expansion and structure growth

• Concentrate on redshifts z
Constraints!on!Dark!Energy!(DE)!&!Modified!Gravity!(MG)!!
           Combined!Spectroscopic!and!Deeper!Imaging!surveys
      5                                                                                                   2
                                                 photo−z ee FoM = 1.6                                                        Spec−z nn FoM = 0.6
                                                 spec−z nn FoM = 0.9                                                         Photo−z ee MGFoM = 0.3
      4                                          photo−z + spec−z ee + nn FoM = 7.2                      1.8                 Photo−z + Spec−z ee + nn MGFoM = 50.1
                                                 photo−z x spec−z ee ne nn FoM = 27.8                                        Photo−z x Spec−z ee ne nn MGFoM = 112.7
      3                                                                                                  1.6

      2                                                                                                  1.4

      1                                                                                                  1.2

                                                                                            Q0(1+R0)/2
wa

      0                                                                                                   1

     −1                                                                                                  0.8

     −2                                                                                                  0.6

     −3                                                                                                  0.4

     −4                                                                                                  0.2

     −5                                                                                                   0
      −2       −1.8   −1.6   −1.4   −1.2   −1   −0.8    −0.6     −0.4     −0.2          0                      −4   −2   0         2            4            6
                                           w                                                                                 Q0

           •     Full combination including cross-correlations using same sky
           •     Same-sky benefit substantial: x4 for DE, x2 for MG vs different hemispheres
           •      For 15,000 deg2 LSST+4MOST FOM=54 (DE), 383 (MG)
                  (Kirk, Private Communication)

           4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong                                                       17
The Wide Area VISTA Extra-galactic Survey (WAVES)
       The WAVES survey of ∼2m galaxies to rAB < 22 mag will be one of the VISTA/4MOST flagship surveys,

Galaxy+DM evolution (WAVES)
       and if this LIEF bid is successful it will be led by Australian-based astronomers. The current survey design
       consists of two interleaved studies: DEEP-WAVES optimised to probe evolutionary effects and WIDE-WAVES
       optimised to probe deep into dark matter halos.
       • DEEP-WAVES will cover 100 sq.
       deg. to rAB < 22 mag and ex-
       tend the power of SDSS-like popu-
• Wide-WAVES
       lation statistics out to (VST
                                  z ∼ 1. KiDS
                                           The ∼ area)
    –1.2750        deg2will
           m galaxies      , 0.8M      galaxies,
                               allow for  the de-
          z
eROSITA complement
•    German - Russian X-ray mission, Launch late-2015
•    8x all sky survey, 0.5 –10 keV, beam ~25”
•    Mission goals: Dark Matter and Energy, growth of structure
•    105 galaxy clusters with >20 redshifts per cluster
•    106 AGN, 106 Galactic sources
•                              A Stage IV DE experiment
     Strong cosmology constraints by cross-calibrating different tracers
•    AGN evolution and Galaxy-Black Hole connection
                                                                                             - X-ray (eROSITA
                                                                                             - Redshift determ
                                                                                             - Mass calibration
                                                                                              up)
                                                                                             - Cluster Mass fun
                                                                                             - Cluster Power S
4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong              19
Gaia needs spectroscopic follow-
 up to achieve its full potential
• Gaia astrometric mission
  launched Dec-2013
     –    paralaxes and proper motions
          for ~1 billion stars to mG1!million!in!the!blue!!

 4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   20
Testing cosmology with Milky Way
   dynamics
• Obtaining R~5000 spectra of
  >106 stars at |b|>30° allows us to:
   – Determine the Milky Way 3D
     potential from streams to ~100kpc
   – How is DM reacting to baryons:
           •     has there been significant adiabatic                                           Cooper+ (2010)

                 contraction?
           •     is there a disk-like DM component?
           •     does the DM respond to the bar?
   – Determine the mass spectrum of
     Dark Matter 103–105 M halo
     substructure by the kinematic
     effects on cold stellar streams                                                              Yoon+ (2011)

   4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong         21
HR: Milky Way halo
                                                                              Yong!et!al.!2013!!
• Observe ~100,000 halo stars with
  HR spectrograph
• Metallicity distribution function
      – Constraints on Pop III stars (IMF,
        rotation)
• Chemo-dynamical substructure
      – Identify stream of tidally disrupted
        dwarfs
      – Early chemical enrichment of
        streams (depends on a few stars)
      – Accreted versus in situ formation
• Include LMC & SMC + stream

                                                                              Nissen!&!Schuster!2010!!

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong               22
                         Roelof!de!Jong!|!4MOST!                                                              !
Milky way bar creates moving
groups in velocity distribution
                                                                 • So far only done out to
                                                                   200 pc with Hipparcos
                                                                 • Gaia combined with
                                                                   4MOST can do this to
                                                                   ~10 kpc, i.e. in almost
                                                                   half the Milky Way

                                                                Minchev et al. !
                                                                (2010)
4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   23
Milky Way bulge chemo-dynamics

• Two formation scenarios:
    – Collapse/merging of proto-galaxies
    – Bar instability, disk buckling
• Observe ~150,000 giants,
  covering inner 1.5 kpc of the Milky
  Way
• Full coverage to understand
  effects of reddening and
  substructure
• Bulge-halo-thick disk connection?
• Search for chemo-dynamical
  substructures

  4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   24
Galaxia based mock catalogues

                                                                         •    Gaia based selection
                                                                         •    Cover all MW components

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong       25
Observing TESS/PLATO bright sample

•   4MOST saturates for a 10th mag star in a default 20 min
    exposure in High Res Spectrograph (HR)
•   With 2 min exposures we could cover 7.5th-11th mag stars in HR
     – Target densities ~10s-600 per pointing
     – ~15 exposures/hour
     – 11th-13th mag stars in parallel LR, on average 400 stars/pointing
•   PLATO FoV 2250 deg2 = ~600 4MOST pointings = ~40 hours =
    ~4 bright nights (early release?)
•   Entire sky in 40 bright nights
     – Can be done in one year using only the 4 nights around full moon
     – ~1M HR, ~2M LR objects to 13th mag
•   Are repeats useful if we have velocity accuracy of 1 km/s? What
    if 400m/s, or 100 m/s?

     4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   26
TESS/PLATO
g. 4. Same as Fig. 3 for the B passband.
                                         stars in twilight?
                                                 10!
                                                                                                                                        • 20+ min at

                                                                                                        Astronomical!twilight!
                                                                             Nau6cal!twilight!
  V&band!Surface!brightness!(V&mag!arcsec &2)!

                                                                                                                                          beginning and end
                                                                                                                                          of night for bright
                                                  15!                                                                                     sample?
                                                                                                                                        • ~8 exps/night ->
                                                                                                                     Full!moon!
                                                                                                                                          full sky in 30!min!

                                                          95!            100!                    105!                            110!
                                                                     Sun!Zenith!Distance!(deg)!

                                                 4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong                27
Other Science feasible with surveys with
thousands to millions of objects
•   High resolution spectroscopy survey of Open Clusters
•   Radial velocities time series of low mass binary systems
•   Star formation history of the Milky Way from 100,000 White Dwarfs
•   Nature of peculiar variable stars discovered by Gaia, LSST, Euclid
•   Chemo-dynamics of Magellanic Clouds and other satellites
•   Follow-up of LSST and Euclid variables/transients
•   Repeats on deep fields
•   Reverberation mapping of AGNs
•   Support Euclid photometric redshift calibrations (for z
Consortium
•   Facility Institutes
      –   Leibniz-Institut für Astrophysik Potsdam (AIP) (D)
      –   MPI für Extraterrestrische Physik, München (D)
      –   Zentrum für Astronomie, Univ. of Heidelberg (D)
      –   MPI für Astronomie, Heidelberg (D)
      –   Institute of Astronomy, Cambridge University (UK)
      –   Australian Astronomical Observatory (AU)
      –   Centre de Recherche Astrophysique de Lyon (F)
      –   NOVA/ASTRON (NL)
      –   ESO, Garching (EU)
•   Science Institutes
      –   University of Lund (S)
      –   University of Uppsala (S)
      –   University of Groningen (NL)
      –   L’Observatoire de Paris, GEPI, Paris (F)
      –   University of Hamburg (D)

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   29
Schedule and Milestones
 Title                                                       Given Planned   # Prede Expected Start             2011                                 2012
                                                                                                                                                                  !
                                                             Duration        cessors

                                                                                                                                                                  !
                                                                                                      08   09   10     11   12   01   02   03   04   05     06   07   08     09

•          Jan 2015
         4MOST concept design

     Project Kickoff                                         5 days
                                                                                     1/9/11

                                                                                     5/9/11
                                                                                                                                                                  !
               – Start Preliminary Design phase
     Definition Phase                                                                12/9/11

         Refine science requirements                         58 days                 12/9/11
         Determine operational constraints                   58 days                 12/9/11                                                                      Phase!B!
•          May 2016:
         Prepare sub-component performance estimates         58 days                 12/9/11

         Implement basic survey simulator                    58 days                 12/9/11

               – Preliminary Design Review, all concepts tested, evaluated, and costed
         Prepare requirements and operations documents       58 days                 12/9/11                                                                      !
         Definition Review Meeting                           2 days                  1/12/11

                                                                                                                                                                  !
•          Dec 2017:
     Prelimiary Selection Phase                                              2       5/12/11

         Refine survey simulator                             60 days                 5/12/11

         Define baseline design                              40 days                 5/12/11
                                                                                                                                                                  Phase!C!
               – Final Design Review, detailed designs finalized
         Refine sub-component performance estimates          40 days                 5/12/11

         Downselect telescope, positioner and spectrograph   5 days                  30/1/12
                                                                                                                                                                  !
•          Jan 2020:
         Complete reiview documents

         Mid-term review and feedback
                                                             20 days

                                                             5 days
                                                                                     6/2/12

                                                                                     5/3/12                                                                       !
     Final Selection Phase                                                   9       12/3/12

               – All subsystems manufactured, assembled, integrated and verified
         Refine survey simulator                             75 days                 12/3/12
                                                                                                                                                                  !
         Detail selected sub-component study                 35 days                 12/3/12

•          Oct 2020:
         Complete selected sub-component technical designs

         Perform cost/performace trade studies
                                                             35 days

                                                             40 days
                                                                                     12/3/12

                                                                                     30/4/12                                                                      !
               – Full system integrated and verified at AIP, preliminary acceptance Europe
         Complete final performance and operations documents 40 days                 30/4/12

         Final tradeoff review                               5 days                  25/6/12                                                                      Phase!D!
     Consolidation Phase                                                     16      2/7/12

•          Jun 2021:
         Finalise design details

         Complete and deliver review documents
                                                             20 days

                                                             45 days
                                                                                     2/7/12

                                                                                     2/7/12
                                                                                                                                                                  !
               – System delivered and installed on telescope, preliminary acceptance Chili                                                                        !
                                                                                                                                                                  !
•          Jun 2021 – Jun 2026:                                                                                                                                   !
               – First science survey of 4MOST, about 30% of targets determined by                                                                                Phase!E!
                 community surveys
4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong                                                                            30
Wide-field, high-multiplex optical
    spectroscopic survey facility for ESO
•   Status:
      – Project approved by ESO, PD phase started, operations 2021 (2x 5 year)
•   Science:
      – Cosmology, galaxy evolution, high-energy and Galactic science
      – Complement large area space missions: Gaia, eROSITA, Euclid, PLATO
      – Complement ground-based surveys: VISTA, VST, DES, LSST, SKA, etc.
•   Survey facility:
      –   Instrument, science operations, data products, science
      –   Run all-sky 5 year public surveys in parallel with yearly data releases
      –   Key surveys organized by consortium in coordination with community
      –   Add-on surveys from community through ESO peer-reviewed applications
•   Instrument specifications:
      – High multiplex: 1600 fibres to R~5000 + 800 fibres R~20,000 in parallel
      – Wavelength: LR: 390-930 nm,              HR: 392-437 & 515-572 & 605-675 nm
      – Large field-of-view on VISTA, 4m-class telescope: =2.7°
    4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   31
Special message

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   32
The Galaxy is BIG

•   America’s Galaxy is BIG
•   Africa’s Galaxy is BIG
•   Australia’s is BIG
•   Asia’s Galaxy is BIG
•   Europe’s Galaxy is BIG

• Lot’s of work for all of us to do!

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   33
4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   34
Diagnostic tools

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   35
Diagnostic tools
                                               Fraction of completed targets by redshift bin

                                  1
                                                                                                       All
    Fraction of targets in bin

                                 0.8

                                 0.6

                                 0.4

                                 0.2                                                           Unobserved
                                                                                                 Observed
                                                                                                Completed
                                  0
                                       0   1           2              3               4        5             6
                                                                   Redshift

                                  1
                                                                                                     AGN
    Fraction of targets in bin

                                 0.8

                                 0.6

                                 0.4

                                 0.2

                                  0
                                       0   1           2              3               4        5             6
                                                                   Redshift

4MOST | 1Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong          BAO         36
Figure-of-Merit (FOM = Metric)
                                         4FS - Survey FoM progress

       1         AGN
                 BAO                                                                                           • Monitor relative
                 GalHaloLR
                 GalDiskLR                                                                                       progress to
                 Clusters
      0.8
                 GalHaloHR
                 GalDiskHR
                                                                                                                 assign proper
                                                                                                                 weights
      0.6
                Goal!
FoM

      0.4

      0.2

       0
            0      200       400   600       800        1000         1200   1400   1600        1800
                                              Day of survey

      4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong                             37
                                                                                    4MOST Facility Simulator - OpSim
Cosmology surveys (~15M objects)
                               DESI!!
                             DESI!!                  (ELG)!
                             (LRG)!
• Dark Energy and General Relativity constraints by measuring
  cosmic expansion history and growth of structure using different
  probes:
   •    Weak Lensing: Photo-z calibrations and characterize the foreground lensing
        populations for KIDS, DES, LSST and Euclid. Same sky cross-correlation of
        foreground density field & lensing improves constraints 2–4x
   •    Galaxy Clusters: Redshifts and velocity dispersions of Galaxy Clusters provides
        strong constraints 4
                           onMgrowth
                               OST!(Lrate   of structure.
   •    SNe Ia: Follow-up DES Sne Ia R   G+Egalaxies
                                        host    LG)! and later LSST transients to measure
        expansion. 10s of LSST transients per pointing -> 100k transients/year
                                                          F.!Kitaura!for!4MOST!
   •    BAO and RSD: Use different populations (LRGs, ELGs, AGN, Lα forest) and their
        cross-correlation to measure expansion and structure growth

• Concentrate on redshifts z
Planned Simulation and Analyses Tools

• Consortium provides full forward modelling tools:
      – Astronomer provides simulation with selection
        observables
      – Select targets as for real catalogue
      – Create fields and observing schedule including
        competition from other surveys
      – Apply (simplified?) atmosphere and instrument model
      – Apply (simplified?) data reduction and parameter
        extraction model
• Is full MCMC modelling needed?

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   39
Data release and publication policies

•   All raw data immediately public
•   All 1D spectra immediately available to all surveys
•   1D spectra released to external public in yearly DRs
•   Higher level data products as agreed between individual surveys
    and ESO, probably yearly data releases after 1-1.5 yr
• Publication policies similar to Sloan
      – First announce science project and papers
      – “Builders” (both facility and survey) have opt-in option on papers
      – Surveys can have additional rules

• Valid for both Consortium and Community surveys

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   40
Background: EU strategic docs

•   A Science Vision for European Astronomy (ASTRONET)
     –   Extreme Universe (Dark Energy & Dark Matter, Black holes)
     –   Galaxy Formation & Evolution
     –   Origin of Stars and Planets
     –   Solar System
•   ASTRONET Infrastructure Roadmap%
    „A smaller project, but again of high priority, is a wide-field spectrograph
    for massive surveys with large optical telescopes.“
•   ESA-ESO Working Group on Galactic populations, chemistry and dynamics%
    „Blue multiplexed spectrograph on 4 or 8m class telescope“
•   Strategic Review on Europe’s 2-4m telescopes over the decade to 2020
    (ASTRONET/OPTICON)
    „Optical wide-field spectrograph on 4m telescopes (N+S)“

    4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   41
Cosmological constraints by obtaining redshifts
      A Stage
and velocity     IV DEofexperiment
             dispersions  galaxy clusters
                                       -•X-ray
                                           X-ray(eROSITA)
                                                   (eROSITA) selection
                                                               selection -
                                       - Redshift
                                           Redshiftdetermination
                                                      determination
                                       -•Mass
                                           Masscalibration (dedicated follow
                                                   calibration
                                        up) – (dedicated follow-up)
                                       -•Cluster
                                           ClusterMass  function
                                                     Mass        vs. zvs. z
                                                            function
                                       -•Cluster
                                           ClusterPower  Spectrum
                                                     Power          vs. z vs. z
                                                             Spectrum
                                                                         DETF
                                                                          FoM
                                                                  (photo-z) 57
                                                                 (spec-z) 103
                                                                           174
                                                                           263

                                         Merloni et al. 2012
                                         Pillepich
        4MOST | Reconstructing the Milky Way’s     et al. 2012
                                               History,
Wide-field Corrector can be inserted
into VISTA like IR camera

       4MOST | Reconstructing the Milky Way’s History,
Wide-field corrector VISTA =2.5°
includes an ADC, A&G, and WFS
           Design!IoA,!King,!Parry,!Sun,!et!al.!

                                                   *
    *
                         ADC doublets            401!kg

                                        * *
   * *         ADC lens
                                                310!kg

                    Design!AAO,!Gillingham!et!al.!

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   44
Unique operational aspects

• All observation preparation including target catalogs,
  survey strategy, observing block creation, calibrations
  are shared between Surveys
• All data reduction up to 1D calibrated spectra is shared
• Consortium is performing these tasks for both
  Consortium and Community Surveys
• We need to perform these tasks absolutely impartially to
  avoid conflicts with Community
• ESO requests we perform this for the lifetime of
  instrument (~10 years)
• GTO return on this effort (second 5 years) still under
  negotiation with ES
      – ESO proposes secondment at ESO for Science Operations

4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   45
Proposals
                                                  4MOST                                                 ESO
                         Phase 1                 consortium                                           community

                                        Members                ESO Public Survey Panel
                                         Targets                                                               Members
                                                                                                                Targets
                                                                                Surveys, Priorities

                                                                         Science
                         Phase 2                                          Team
                                                                                       Targets, Survey Strategy

                                                                          OpSys

                                                                                           Observing Blocks

                                                                   ESO OB database
                         Observing                                                  OBs valid for the night, Cal OBs

                                      Night
                                                                    Observation Tool
                                     observer
                                                                                          OB to be executed

                                      4MOST
                                                                            ICS
                                    Instrument

                                                                                    Raw data (science, calibration)

                                                                    ESO data archive

                                                                                    Raw data, Observing information
                         Data Reduction

                                                  Spectral Reduction                         Data Analysis
                                                                                                              Reduced spectra
                                                              Reduced spectra

                                                                                                                  Science
                                                                                                                  Reduction
                                                    4MOST archive

                                                                                                         High-level products

                                                               Reduced spectra
                         Phase 3                              High-level products
                                                                                                                      Science
                                                                                                                   Operations
                                                   ESO data archive                                           Instrument Control
                                                                                                              Data Management
4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof deESO
                                                                                      Jong
                                                                                         / other                                   46
Advantage of the optical wavelength
range
                                 EUCLID
                                 R=250
                                       !

       4MOST | Reconstructing the Milky Way’s History,
Proposed organisation breakdown
                                                                                           ESO
• Break work into Facility
  and Science part                                   ESO
                                                                                                                     ESO Public
                                                                                                                    Surveys Panel

• Science gets split
  between Survey Teams                               4MOST                         Facility            Science

  and Infrastructure                                                      4MOST
                                                                       Executive Board
  Working Groups
• Science development                              Science & Technical                    4MOST
                                                                                                                       4MOST
                                                                                                                 Science Coordination
  overseen by the 4MOST                            Steering Committee              Principal Investigator
                                                                                                                        Board

  Science Coordination
  Board (SCB)
                                                        4MOST
• ESO Public Survey                                   Project Office                                                                     Project Scientists

  Panel approves all
  4MOST Survey                                             Facility Institutes                                                            Infrastructure
                                                                                                                                        Coordination Board
  proposals
                                                              ESO                                           Community Survey        Science Infrastructure
                                                                                                                Teams                 Working Groups
                                                              Community
                                                                                                            Consortium Survey
                                                              4MOST Consortium                                   Teams
4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong                                                     48
Competitiveness: Low-Resolution
Informa6on/yr!!!

                                         Area/yr!!!
                   4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   49
Competitiveness: High-Resolution
Informa6on/yr!!!

                                         Area/yr!!!
                   4MOST | Reconstructing the Milky Way’s History, Bad Honnef, 1–5 June 2015 | Roelof de Jong   50
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