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Observing blocks (Phase 2)

What are OBs?

Observing blocks (OBs) are the smallest units (quanta) of observations in the queue mode. They describe a single observation, defining the observed object or field, exposure time, dithering pattern (if applicable), and telescope and instrument configuration (filter, position angle, etc.). They also define the constraints, which are used for scheduling the observations – if the current conditions do not meet the criteria given in an OB, such an OB is not executed. There are no limits of the number of OBs for a proposal.

One OB, which includes overheads, should not exceed 30 minutes (1800 sec) of on-source time. In case of Subaru observations one queue OB is translated into one command that is sent to the telescope control system. There is no lower limit for OB total time, and we strongly encourage to make them short, in order to minimize the probability of interrupting one by an emergency situation (sudden weather breakdown, telescope malfunction, etc.). If such situation occurs, the affected OB or exposures will be repeated. However, the general policy is to finish an OB once it has been started.

Due to the specific filter changing procedure, exposures in two filters should be defined as two separate OBs. Two consecutive observations of different exposure times are also not allowed as one OB.

Phase 2 spreadsheet

Example of a spreadsheet

An example spreadsheet used to create a set of queue OBs. Sample content of each tab is presented. Blue columns are for time calculations and tables with green fields are for the on-the-fly validity check. Note the total accounting time in the ob tab includes on-source time, overhead time per frame, and overhead time of queue-mode operation. For details, please see Overhead time of HSC queue-mode observation.

OBs are prepared using Google spreadsheet. An example and an empty template can be found at Google Docs:

Example Google spreadsheet

Template Google spreadsheet

A link to Google spreadsheet for a given proposal, containing the proposal ID and information from Phase 1, will be sent to each PI. It can be edited in a web browser. Observers who have restricted access to Google may contact us and request a Microsoft Excel spreadsheet which can be read and edited in Apache OpenOffice, LibreOffice or similar programs, but should be saved in the .xlsx or .xls format.

The spreadsheet consists of eight (8) tabs: targets, envcfg, inscfg, telcfg, ob, summary, proposal and version. They are, respectively: definition of targets, observing constraints, instrument and telescope configurations, the OBs themselves, accounting summary (i.e., time allocated vs. expected time consumed), the constrains given in Phase 1, and the version info. The names of tabs and columns must not be changed. Note that Comment columns should not be used to describe additional requests and constraints, but only for clarifyiing notes.

The targets tab

The first tab defines the targets to be observed. Only the targets from the proposal are allowed, except for special cases of targets approved by the SOD (see Changes in OBs). In the first column – Code – one should place an identifier that will later serve as a reference to this particular target. In the targets tab as well as the subsequent tabs, only alphanumeric characters [0-9a-zA-Z] and the underscore symbol “_” and period symbol “.” are allowed in the Code field. This applies to all Code fields. For checking and validation purposes, QWG will fill the Target Name and the RA, DEC fields with the target names and coordinates, which will be write-protected, based on the information in the proposal. If there is need to shift the pointing centers, one needs to define these as new targets below the pre-filled lines. In this case, one needs to place a new object in the Code and Target Name fields, and new pointing center coordinates in the RA, DEC fields. The format hh:mm:ss.ss and (-)dd:mm:ss.s must be used, respectively. Please note that Google spreadsheets do not accept strings starting with the hyphen character “-”. Such strings as, e.g., negative declination, should be preceded with a single apostrophe (“ ’ ”). The entries in Target Name, here and in subsequent tabs, may contain blank spaces (e.g. "My first target"). The Target Name will be the name saved later in the OBJECT keyword of the FITS file header. The Equinox should be set in the next column.

If observations of one or more custom standard star fields are desired, they should be defined as a new targets (new lines), and used accordingly on the ob tab. Spectrophotometric standard stars will be observed for those requesting to use NBFs, and is free of charge. However, if specific calibration targets (other than those listed) are to be desired, this can be done as described above, but the time will be charged.

The envcfg tab

The second tab defines the restrictions that will be used to decide if the OB can be executed under given observing conditions. Refer to Observing constraints for their explanation.

The cells regarding the seeing and transparency can be edited, but only to relax the values approved in Phase 1. The Phase 1 values will be indicated in the AL, and are also given on the proposal tab. Those cells cannot be edited.

The column Code is an identifier which can later be used to refer to a particular set of conditions. One should set the maximum allowed Seeing, in arcsec. Next, define the sky brightness in Moon, using dark/gray (HSC runs are not allocated during bright time). Then, give the minimum allowed separation from the Moon (Moon Sep, in degrees, 30 for “dark” and not smaller than 30 for “gray”), and the sky transparency (Transparency, from 0=“cloudy”, to 1=“completely clear”). If any of the values in Seeing or Transparency are stricter than the Phase 1 criteria, an error message will appear.

Seeing must be 0.8, 1.0, 1.3, 1.6, or 100 (i.e., no constraints) in arcseconds. We also recommend the following seeing values for each GRADE: equal to or larger than 1.0 for GRADE A; equal to or larger than 1.3 for GRADE B; and equal to or larger than 1.6 for GRADE C and F. Similarly, Transparency must be 0.7, 0.4, 0.1, or 0 (i.e., no constraints). The tolerance factor we use for these constraints is such that the numbers will be rounded off to the first decimal place (for example, seeing/transparency 0.84/0.65 for an OB requesting 0.8/0.7 will be considered good). Note that we define transparency as the total throughput including the telescope and instrument, and not just through the atmosphere.

PIs of the Filler proposals must use values equal to or larger than 1.6 in Seeing and equal to or lower than 0.4 in Transparency.

There are two optional columns, Lower Time Limit and Upper Time Limit to define the lower and upper time limits of a time window in the case of the time critical program. The PI can leave these blank if there are no time constraints other than the standard visibility defined by the coordinates. The format follows the standard ISO 8601 regulation, e.g., YYYY-MM-DDThh:mm:ss. The default timezone is UTC. For example, the following forms are permissible: YYYY-MM-DDTHH:MM:SS, YYYY-MM-DDTHH:MM, YYYY-MM-DD HH:MM:SS, or YYYY-MM-DD HH:MM. Different timezones can be specified by providing an offset from UTC, e.g., YYYY-MM-DD HH:MM-10 for Hawaii–Aleutian Time Zone (HAST).

Finally, one can place any additional comments in the last column (Comment). More than just one set of constraints can be defined, but none of them can be more restrictive (better seeing, and transparency, etc.) than the ones requested in the proposal.

The inscfg tab

This tab defines the instrumental parameters used for an OB, such as filter, exposure time, or dithering pattern. The Code column defines an identifier which can later be used to refer to a particular set of parameters. Instrument and Mode should be kept at “HSC” and “imaging”, respectively. One should set the Filter, choosing from g/r2/i2/z/Y, or by typing the name of an NBF. Please use the new filter names (i.e., r2 and i2, and not r and i). PA is the position angle of the instrument. Exp Time is the exposure time for one frame, without overheads. The number of allowed short exposures is limited, so that no more than 5 exposures of 60 sec or less are allowed within a single OB. This limit does not apply to longer exposures.

Dithering (see Dithering) is defined by Num Exp, Dither, Dith1, Dith2, Skip and Stop. Note that there may only be one exposure on a single dither position. To set the 5-point pattern, use Num Exp=5, Dither=5, and desired values (in arcsec) of the steps \(dRA\) and \(dDEC\) in the Dith1 and Dith2 columns, respectively. To set a circular pattern, use Dither=N, and the desired number of steps in Num Exp. We recommend that this number is kept around 5. Type the radius of the circle in arcsec in the Dith1 column, and an initial angle \(\theta\) in degrees in the Dith2 column. For a single shot (i.e., non-dithering) exposure, set Dither=1. In such a case the Num Exp column will define how many exposures will be obtained without moving the telescope (default is 1).

If one needs more than 5 points in the dither sequence, higher Num Exp can be set for the circular dither. However, we suggest that the total amount of time for an OB is kept relatively short, and it cannot be longer than 30 min (1800 sec) of on-source time. One may choose to split the configuration in two or more, taking some exposures within the first one, and the rest within the other. For this, Skip and Stop should be set appropriately (see Dithering). Note that Stop may not be smaller than or equal to Skip. These separate (but related) configurations must have different Code identifiers, but must have the same number of Num Exp, which is the total desired number of exposures in the sequence, as well as the same values for all other dithering and instrumental parameters. If a single setting is used, Stop should not be changed – by default it is equal to Num Exp.

Based on the dithering settings and Exp Time, for each configuration the spreadsheet will calculate the on-source (without overheads) and total time (which includes readout time), and automatically displays them in the On-src Time and Total Time columns, respectively. These columns should not be edited.

Guiding=Y for auto-guiding using a guide star, and N for open tracking. If one wishes to use an offset from the original position (for example to avoid having the target in a gap between CCDs), these can be set in Offset RA and Offset DEC columns, in units of arcsec.

The telcfg tab

This tab defines two configurations, where the dome is open (Code = “p_opt2”) or closed (“p_closed”). There is no need to alter anything on this tab.

The ob tab

This tab defines complete OBs, by gathering all the information defined on previous tabs. One line is one OB. Only on this tab PIs may introduce new lines (but not columns) for comments. In this case, the line should be placed in column A and should start with a hash (#).

Code is the name of an OB. It will be used by the scheduler and telescope control system, so it must be unique. The drop-down menu bars are used to fill the next 6 columns, by choosing the codes of the targets, instrument, telescope (“p_opt2” only) and environmental configurations defined on previous tabs. The same target can be observed in various configurations, and a separate line (=OB) is required for each combination.

If one decides to split the dithering into two configurations, one should prepare separate OBs for each of them. The On-src Time, Total Time and Acct (accounting) Time (all in seconds) are automatically calculated and displayed for a chosen inscfg. These columns should not be edited.

Finally, OBs can be prioritized by giving them appropriate numbers in the column Priority. The lower the number (the lowest is 1), the more important the OB is, and will most likely be executed earlier. Several or even all OBs may have the same Priority. Prioritizing may be useful in case of programs in which more targets were defined in Phase 1 than are expected to be observed. If standard star observations are defined, it is important to give them at least the same or slightly better priorities than those given to intended science fields so that they would be executed at the same time or as close in time to each other as possible.

The box on the right illustrates the total on-source time that has been programmed (total of the On-src Time column), the total accounting time adds readout time per frame, and overhead time required for the queue-mode operation, and compares it with the total time allocated by the TAC (automatically loaded from the proposal tab). From S21A, the allocated time includes all overhead time.

The summary tab

This tab summarises what is shown graphically on the ob tab regarding various time (total on-source, accounting, and allocated time). If the total accounting time exceeds the allocated time, a warning message will appear in red, but such a situation is allowed. These fields should not be modified.

The proposal tab

This tab shows the ID of the program, the amount of allocated time, and the strictest observational constraints, as defined in Phase 1 (i.e., proposal). While different values can be used for these constraints in the envcfg tab, the new values cannot be stricter than the values defined here (i.e., in the original proposal). This tab is predefined, so it must not be modified.

The version tab

This tab only contains the version ID (e.g., S24A). There is nothing to be done here but please make sure that the latest version is always used.

Finding charts

There is no dedicated tool for finding charts (FC) preparation at the time of writing. Nevertheless, in Phase 2, PIs are responsible for providing correct target coordinates. In order to check the coordinates of the fields, and whether or not the targets fall in the gaps between the chips, or onto a failed CCD channel, there are a couple of choices available:

First option is to use the Ginga fits viewer, with an additional HSCPlanner plugin:

https://hscq.naoj.hawaii.edu/HSCPlanner/

The plugin helps to visualize a field with a dither on the HSC CCD plane (see an example view of HSCPlanner plugin below). The detailed instruction of installation and use, including a tutorial video, are available at the link above.

One can also use an Aladin FoV file:

https://www.naoj.org/Observing/queue/img/Subaru_HSC_FoV.xml,

and plot it over a sky image from a selected image server (see an example view of Aladin display below). Detailed instructions can be found here:

https://www.naoj.org/Observing/queue/misc/hsc_field_check_aladin/

An example of Ginga window with HSCPlanner plugin

An example view of Ginga window with HSCPlanner plugin. Different CCDs are plotted over the (zoomed) sky image as rectangles of different colors. The 5-point dither and field rotation are used.

An example view of Aladin window

An example view of Aladin display with the footprint of the HSC CCDs loaded (red fields) and plotted over the sky image.

OB check and submission

The exact deadline for OB submission (end of Phase 2) is announced via Phase 2 invitaion e-mail, but it is usually around mid-December for semesters A and mid-June for semesters B. OB submission is done through the following website:

https://hscq.naoj.hawaii.edu/qcheck

This tool should first be used to check if an OB is correct and ready to be submitted (despite some validity test solutions already implemented in the spreadsheets). PIs are responsible for the validity and correctness of their OBs.

To use the check tool, type the name of your spreadsheet in the box provided, then click “Check”. The system will list all the errors and warnings found, as shown in the example linked below:

https://www.naoj.org/Observing/queue/ph2-check-warning-explained.pdf

An OB cannot be submitted if errors are present. Warnings do not prevent from OB submission, but the PI should make sure the information in the spreadsheet are correct.

Apart from using this tool, one should check that the codes within each tab are unique, especially those in the first column of the ob tab. Check, in particular, that there are no targets that were not listed in the proposal, and that the observing constraints are stricter than those specified in the original proposal. Also, make sure that no OB exceeds 30 min of on-source time. However it is allowed to prepare OBs that use more total time than allocated by the TAC. This is to allow for some flexibility and backup options during the observations. Note that the time spent on the program will never exceed be the allocated time, and therefore in this case some OBs will not be executed. For Intensive Programs, PIs can submit OBs planned for the following semesters, which can be executed when there is a chance for early execution.

To use the submission tool, log in using your STARS username and password (ProMS ID will not work). If this is your first Subaru proposal, the STARS account will be set up, and information will be sent in a separate email. In case of doubts or questions, contact hsc-queue_at_naoj.org.

If correctly logged-in, a “STARS Login succeeded” message will appear. One session lasts for 3 hours, and there is no need to log in again during that time. Input your spreadsheet’s name in the box at the top and click “Submit’. After submission, each spreadsheet will be double-checked for errors and consistency with the proposal, i.e., if they do not exceed the allocated time, if the constraints are the same, etc. If inconsistencies are found, they must be corrected.

It is possible to list all the spreadsheets and OBs that have already been submitted. Simply type the ID of your proposal in the “Proposal ID” field, and click “List files”.

We encourage PIs to submit their observations as early as possible. This will give the observatory more time for consistency check, communicating necessary corrections, simulatiing schedule, and will also allow for possible early execution (see Early execution). We will not accept Phase 2 submission after the deadline without an agreement between PI and QWG. If you are willing to proceed to Phase 2, but will not be able to submit the Phase 2 sheet by the deadline, please contact hsc-queue_at_naoj.org.

Grade C and F Phase 2 submissions will be reviewed but their results will not be communicated to their PIs. Submitted versions of Phase 2 will be more or less accepted as they are. If any obvious errors are found, they will be corrected without any correspondence with PIs.

Changes in OBs

Please carefully prepare OBs, as opportunities for making changes after their submission are limited. Until Phase 2 is finalised, PIs can consult with us to modify exposure times, or loosen observing constraints. We may also proactively contact PIs in Phase 2 and ask for some modifications to be made.

Except for relaxing constraints, major changes are not possible once Phase 2 is finalised and OBs are sent to the scheduler. To relax constraints after Phase 2 is finalised (in order to increase the probability of execution), PIs should contact SOD first. If permission is granted, re-submission is possible for those OBs that had not been executed yet.

Other changes are not allowed, except in special cases. If an original target needs to be changed, SOD must be consulted first. It may be allowed if the science goal is unchanged, there is no conflict with other programs (see also Clearly prohibited cases), and there is a good reason. Changing filters must also be discussed with SOD first.