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CTIO/KPNO Users Committee Reprot (1Mar96) (from Director's Office, NOAO Newsletter No. 45, March 1996) Introduction The CTIO/KPNO Users Committee met in Tucson on 8-9 December 1995. Committee members present were Suzanne Hawley (Michigan State), Martha Haynes (Cornell), David Koo (Santa Cruz), Elizabeth Lada (Maryland), Robert Mathieu (Wisconsin), Patricio Ortiz (Chile), Marc Postman (STScI), John Salzer (Wesleyan), Kristen Sellgren (Ohio State), Stephen Shectman (Carnegie), Verne Smith (Texas), and George Wallerstein (Washington). Seth Tuttle (NSF - NOAO Program manager) also attended the sessions. This marked the first time that the Users Committee met as a single, merged group. Following discussions at the 1994 committee meeting and recommendations made at the AURA sponsored Future of NOAO workshop last March, it was decided to combine the CTIO and KPNO Users Committees. The increased level of collaboration between CTIO and KPNO in many areas (most notably instrumentation), as well as the commonality of issues facing the two observatories, motivated the change. Of course, there are still site-specific issues that required discussion, so the joint committee split into CTIO and KPNO subcommittees for one session. The reports of the observatory subcommittees are included as part of this report. The joint committee continued the practice established in the previous year of requesting that written summaries of all reports presented by the observatory staff be distributed prior to the meeting. This allowed the committee members to familiarize themselves with the issues ahead of time, and maximized the time available at the meeting for fruitful discussions between the committee and the administration and staff of NOAO. The committee heard reports from: Sidney Wolff on the state of NOAO and the status of the renewal proposal to the NSF; Malcolm Smith on the SOAR telescope project; Richard Green on the 2.4-meter telescope initiative and the NOAO Instrumentation program; Todd Boroson on Gemini and the US Project Office; Taft Armandroff on the Optical/UV instrumentation projects; Ian Gatley on IR instrumentation projects; George Jacoby on IRAF; Taft Armandroff and Dave De Young on plans for restructuring the NOAO TACs; and David Silva on the queue scheduling program at WIYN. A important topic of discussion at the meeting was the feedback generated by the inaugural issue of the NOAO Electronic Forum, a joint project of the NOAO staff and the Users Committee. Many of the items presented below benefited from the input by the user community; this input helped to inform and shape our final recommendations. NSF Renewal Proposal The committee was asked to comment on the draft of the renewal proposal to the National Science Foundation. This became the central theme of the meeting, since many of the specific items discussed hinged upon the details of the renewal plan. It should be stressed that the committee was not given the draft proposal to read, but rather saw only the executive summary that was presented in the NOAO Electronic Forum. While the summary was adequate for debating the pros and cons of the general plan, it hindered our ability to weigh all of the considerations due to the lack of full financial information (costs versus savings for each element of the plan). However, the committee was still able to make a number of recommendations. The main focus of the discussion was on the specific telescope configurations proposed for CTIO and KPNO, as well as the instrumentation plans for each telescope. Related items, such as operations and observing modes (e.g., queue scheduling) were also discussed and are mentioned in separate sections below. The plan calls for NOAO to operate three telescopes at each site. KPNO would have the existing Mayall 4-meter, WIYN, and a new 2.4-meter reflector optimized for wide-field imaging. CTIO would continue to operate the Blanco 4-meter, and add the SOAR 4-meter and a 2.4-meter that would be designed to accommodate the equipment for the Sloan Digital Sky Survey should there be interest in continuing the survey in the southern sky. Further details are available in the Electronic Forum. The committee endorsed the general outline of the renewal plan. However, we did not feel that we had enough information about the financial details to support the specifics of the current plan at this time. In addition, we have some reservations about the mix of science capabilities implied by the proposed plan; these are listed below. We wish to stress that, while we feel that improvements could be made to this specific plan, we are strongly in favor of the general approach it presents. We believe that: (1) NOAO needs to operate at least 3 or 4 telescopes at both CTIO and KPNO to properly support the telescope-access requirements of the US community. (2) A mix of aperture sizes ranging from small (1-2 meter) to large (4-meter, Gemini) is vital and scientifically well justified. (3) The older existing telescopes at both sites will become increasingly less competitive in the coming decade, and current planning should include new telescope initiatives to replace them. (4) Shutting down the smaller telescopes to reduce operating expenses is, by itself, not a cost-effective measure, and would cripple the ability of NOAO to carry out what its users perceive as its primary mission: providing access to telescopes. We believe that the renewal plan attempts to address these issues. The input from the community, and our recommendations below, suggest ways that the draft proposal can be modified to better serve the users. A key scientific capability that appears to be missing in the future NOAO envisioned in the draft proposal is wide-field IR imaging. There is a clear need for the capacity to carry out sensitive, large-scale IR surveys which in turn will allow for the full utilization of the IR capabilities of Gemini. The new 2.4-meter telescopes are not planned to support IR imaging due to their fast focal configuration. NOAO needs to address this issue, by either rethinking the design specifications for the 2.4-meter telescopes, or retaining the services of one of their existing telescopes at each site (e.g., 2.1-meter at KPNO, 1.5-meter at CTIO) as a dedicated IR imaging facility. IR imaging capability is essential to support and complement the Gemini telescopes. Nevertheless, the 2.4-meter telescopes should not simply be switched entirely from optical imaging to IR imaging. The user community desperately needs and wants improved access to wide-field optical imaging as well. The committee was not sold on the need for making the southern 2.4-meter telescope "Sloan capable." Although the idea is certainly worth considering, the increased costs must be balanced against the prospects for actually carrying out a southern version of the survey. More investigation must be done on this issue. Another capability that was mentioned frequently in the community responses to the electronic forum was that of high-dispersion spectroscopy for bright objects (a niche currently filled by the coude feed at KPNO and the 1.5-m bench echelle at CTIO). The proposed plan does in fact provide substantial access to this capability, since much of the bright time on the new 2.4-meter telescopes is earmarked for this type of observing. In the plan, the existing spectrographs (the coude at KPNO and bench echelle at CTIO) would be illuminated by optical fibers located at the cassegrain foci of the new telescopes. This point was not made clear in the version of the plan presented to the users. Finally, we suggest that NOAO could respond to the criticisms made about the lack of small telescopes in the renewal plan by making provisions to offer continued access to one of the small telescopes on each site (e.g., the 0.9-meters). Outfitted with a dedicated CCD imager, they could be run in a nearly zero-maintenance, zero-support mode so as to provide access for those projects that are not feasible with the proposed 2.4-meter telescopes. This low-cost addition to the proposed three telescope model would be welcomed by the user community. We urge the NOAO staff to continue to explore options that will lead to the strongest possible renewal plan, one which the user community can embrace and support. Instrumentation NOAO's nighttime instrumentation program was another major topic of the meeting. The current status of the program was reviewed (see the December 1995 NOAO Newsletter for a summary), and various options for future instruments were discussed. The committee makes the following recommendations: (1) We endorse the current instrumentation plan as presented. Our highest priorities for major instrument starts are the high-throughput optical spectrograph for KPNO (for the Mayall 4-meter) and the near-IR spectrograph (a clone of the Gemini North spectrograph) for CTIO. We encourage the instrumentation group to seek community input for the optical spectrograph design. (2) We support the plan by NOAO to look into building the GRASP four-channel IR imager/spectrograph as a collaboration with Ohio State University. (3) As stressed above, we see wide-field IR imaging as a priority for NOAO that is currently not being met. Upgrading SQIID with four 512 square InSb arrays should be pursued as a stop-gap measure until GRASP is completed. (4) We are concerned with the lack of usable CCD chips for the Mosaic imager. The current plan is to use thick chips during the initial deployment of the mosaic, then upgrade to science-grade thin chips as they become available. We would like to see the mosaic in use with quality thinned CCDs as early as possible, and therefore recommend looking into purchasing the necessary chips off the shelf. In addition, the committee wants to stress the need for completing the mini-mosaic camera and installing it at the imaging port on WIYN as soon as possible. Items (3) and (4) were given equal priority by the committee as the most important of the "smaller" projects for the coming year. If resources allow, we would also encourage further investigation into getting a low-order adaptive optics system for WIYN. We believe that building a clone of the Mosaic Imager should be a high priority, but that the current lack of CCDs made it a lower priority for the current year. Ultimately, however, NOAO must have two mosaic cameras, one for each of KPNO and CTIO. Finally, the committee strongly supports the current ALADDIN array program, and feels that the detector development for GRASP should be given priority in future years as resources become available. Observatory Operations This is a period of change for NOAO--restructuring is necessary and, in the eyes of many, even desirable. But as plans for the future take shape, the committee feels an obligation to remind NOAO (as well as AURA and the NSF) of the primary need of the core constituents of NOAO facilities: access to telescopes and state-of-the-art instrumentation. Therefore, we summarize our main point in one simple statement: Do whatever it takes to keep the existing telescopes open for as long as they are scientifically viable and in demand. We hope that the budget situation, while bleak, will be positive enough to enable the renewal plan to be carried out. But until the new facilities are in place, every effort must be made to maintain the current capabilities and access for the users who rely on the national observatories. We encourage NOAO to pursue vigorously university partnerships and collaborations for new telescope and instrumentation projects. The WIYN telescope project and the MACHO collaboration are positive examples of how joint ventures can benefit the whole community. We hope that the SOAR telescope and GRASP IR imager/spectrograph become additional examples of the advantages of cooperative programs. The current need for wide-field IR imaging has already been stressed. In addition to modifying the renewal plan to include this important capability, we urge NOAO to look into providing a short-term solution. One option is to upgrade SQIID with InSb arrays and new controllers, and then reopen the 1.3-meter at KPNO for part-time, single-instrument use. The substantially higher sensitivity of the new arrays would make this a unique facility. The committee would also like to recognize the importance of continued support for the IRAF group by NOAO. Although IRAF may not fall within the category of an "observatory operation," it is a very visible and vital service provided by NOAO. We reaffirm our support for this indispensable part of the overall NOAO program. Queue Scheduling The user community spoke out loudly on the issue of queue scheduling in the Electronic Forum. Many relevant points were expressed, and the feedback had a significant impact on the thinking of the committee members as well as the NOAO staff. It should be pointed out that, despite the wording of the Forum with regard to queue scheduling, there was never a plan to run the new telescopes in a fully queue-scheduled mode. Although this confusion led to a more spirited response than was perhaps necessary, the points raised by the users were excellent. The committee agrees with the assessment that certain types of projects are best done in traditional observing mode, while other projects can be carried out more efficiently in queue mode. Many Forum respondents pointed out that queue observing is an untried method and therefore a risky endeavor. The queue observing experiment on the WIYN telescope is being carried out with the idea of learning how to run a queue program successfully. The results from the first (partial) semester show that, while this mode is promising, there are still a number of issues that must be addressed to optimize the method. Since WIYN itself is still going through its initial shakedown, both the telescope and the queue procedure must mature before the success or failure of the experiment can be determined. The committee encourages NOAO to continue the queue experiment on WIYN with the following specific recommendations for improving science throughput and user satisfaction. (1) Modify the current "queue rule" whereby once a project gets started, it remains active until the requested observations are completed, regardless of how long it takes. The committee felt strongly that the time spent observing on a given project should be limited to the time actually allocated by the TAC. This would reduce the effective turn-down rate (i.e., the percentage of projects that are rejected by the TAC plus those placed in the queue but not observed). (2) Provide better feedback to the users by providing electronic access to a queue status report. (3) Revise the proposal submission process to do away with the Queue form before time is allocated. This form requires significant effort for all proposers, many of whom will ultimately be turned down by the TAC. The Queue form should be requested in a phase 2 process after the proposal has been accepted. (4) Develop and implement the so-called Pole Watch camera to provide a quantifiable estimate of the quality of the night. This is important for all programs involving photometry. Access to Private Observatories Initiative The report written by the Panel on Ground-based Optical and Infrared Astronomy (the "OIR report") suggested that the NSF institute a new program to fund instrumentation development at private observatories in return for widespread community access to telescope time at those observatories. This was suggested as a way for the NSF to leverage the large amounts of money from private sources invested in large, new telescopes, making them more scientifically fruitful. At the same time, the community would gain access to a larger pool of telescope time. We feel that it is important for NOAO to play a leading role in the planning and implementation of such a program. At this point it is not clear whether the NSF will be able to initiate such a program, but if it does, NOAO should be heavily involved in establishing the guidelines for community access. It should also serve as the interface between the community and the private observatories, coordinating the program on behalf of the US community. The private observatory access program, however, can not and should not be perceived as a way to replace the community's need for access to NOAO facilities. One of the motivations for the program, as presented in the OIR report, is to provide access to telescopes for the ~50% of optical and IR astronomers who currently rely solely on NOAO telescopes. However, it should be pointed out that the program will likely provide no access to small telescopes for the general community, since the instrumentation money provided by the NSF would almost certainly be used to build equipment for the largest of the private telescopes. Many astronomers who currently rely on NOAO telescopes for their research will not be accommodated under the program. We urge the NSF, NOAO, and representatives of the private observatories to work together in cooperation to formulate a plan that benefits all members of the community. TAC Reorganization As NOAO enters the Gemini era, it will have to take on a number of new responsibilities. One of these will be setting up a proposal review process for the US portion of Gemini. In addition, if the proposed program for community access to private observatories goes into effect, NOAO would be the most likely candidate for handling the incoming proposals. With this in mind, NOAO has been considering options for ways to accommodate future telescope time applications and allocations. One obvious point which has guided their plans: try to make the process as simple as possible for the proposers. For example, having a single proposal form for all telescopes (CTIO, KPNO, Gemini, community access to private observatories) and a common submission deadline would be highly desirable. The committee was asked to comment on various suggestions made by the staff and the current TACs about how the proposal process and future TACs should be reorganized. In general, it was felt that the current TAC process and divisions (CTIO and KPNO, bright and dark) works fairly well. However, the anticipated influx of new proposals with the advent of Gemini will require some changes. The committee discussed many options, including how the TAC process works at other observatories (including radio and space facilities). We recommend that NOAO maintain a TAC system similar to the current one, with modest changes: (1) Retain the separate TACs for the northern and southern hemispheres. (2) Split proposals by "Galactic" (including the solar system) and "extragalactic" rather than bright and dark. TACs defined along discipline lines (albeit very broad lines) make more sense for IR observing. (3) Have separate TACs for Gemini and non-Gemini telescopes. Proposals requesting time on more than one telescope (e.g., the current "key projects") would go to the panel responsible for the largest telescope in the proposal. This reorganization changes the current TAC structure very little while allowing for the necessary growth required by the Gemini telescopes. There would be eight panels rather than the current four, which would keep the level of work roughly the same. We strongly endorse the idea of unifying the proposal process as much as possible. NOAO Management Structure Following the unsuccessful search for a new director for KPNO, the search committee recommended that NOAO reorganize its top-level management structure to better reflect the current needs of the organization. The committee asked to hear what progress had been made in identifying the appropriate structure. The plan is not yet finalized, but the current proposal is to reshape the NOAO management along functional lines (as opposed to observatory sites). There would be three Associate Directors below the NOAO Director, one for the instrumentation program (KPNO, CTIO, Gemini), one for operations of northern hemisphere facilities (KPNO, US Gemini Project Office, etc.), and one for operations in the southern hemisphere (essentially the same as the current CTIO Director). It was envisioned that an Assistant Director for KPNO would be named and be under the direction of the second of these Associate Directors. The proposed management plan was not embraced unanimously by the committee, but after much discussion we failed to arrive at a better plan. Our biggest concern was the apparent lack of parity between CTIO and KPNO. We feel that both KPNO and CTIO need strong advocates in the management structure. This plan makes it unclear whether the appropriate level of advocacy for KPNO will exist in the future. Community Input The Users Committee gives the Electronic Forum a very positive endorsement. This new vehicle for feedback and debate provides a much needed way for interested members of the astronomical community to voice an opinion on potential changes that effect their national observatory. In a sense, the Electronic Forum creates an extended Users Committee. NOAO should make every effort to continue the Forum. We note that not all issues confronting NOAO are appropriate for the Forum, and it should not be used as a substitute for the NOAO Newsletter. Suggestions for future topics include: details of the proposed 2.4-meter telescopes, pros and cons of queue scheduling, future instrumentation plans, and revisions to the TAC organization and procedures. KPNO Subcommittee The KPNO subcommittee was made up of the following Users Committee members: Haynes, Koo, Lada, Mathieu, Salzer (Chair), and Smith. The subcommittee met for one session during the meeting to hear presentations and discuss issues that were specific to the operations of KPNO. We heard reports by David Silva on the performance of WIYN, from Bruce Bohannan on mountain operations and improve-ments, from Taft Armandroff on instrumentation, and from Sidney Wolff (acting KPNO Director) on the general status and outlook for KPNO. Many of the recommendations the committee made regarding KPNO have already been included in the NOAO-wide items. Therefore, we add only a few additional points here. We are extremely pleased to see WIYN coming online, and commend David Silva and rest of the staff for bringing the project to such a successful conclusion. While there is still work to be done, it appears that WIYN will ultimately be a huge success. Likewise, we were happy to hear about the improvements made at the 4-meter to improve the image quality there, and we look forward to having the 4-meter prime focus corrector and the new GoldCam camera finished and in use by the end of 1996. Some members of the committee were worried about the high rate of turnover among the telescope operators on Kitt Peak. They expressed concern over the lack of continuity in these vital positions, and urged that steps be taken to enhance the job quality and growth opportunities for the operators to help reverse this trend. We support the new Graduate Student in Residency program, which provides opportunities for students to make extended visits to KPNO to both carry out observations for their theses and to work on the mountain in order to gain experience with the equipment and day-to-day operations. This is a great way for students to both learn and to be able to contribute something (their time, energy and ideas) in return. Finally, the committee is deeply concerned with the budget situation and its impact on KPNO over the next few years. Although no crisis is forecast for the current year (due to a fortuitous number of staff retirements), the future prospects remain gloomy. We urge the director to continue to look for ways to support the telescopes and avoid further shutdowns even as the budget continues to shrink. A number of suggestions were outlined in last years report that should be reconsidered. We emphasize strongly that closing the small telescopes in a moment of budget crisis is inappropriate. Rather, NOAO should develop a plan now to operate the mountain with fewer staff, so that when the budget crunch comes the plan can be implemented without cutting more telescopes. CTIO Subcommittee The CTIO subcommittee consisted of Hawley (Chair), Ortiz, Postman, Sellgren, Shectman, and Wallerstein. It heard from CTIO director Malcolm Smith during the subcommittee session. A recurring theme at CTIO is the small size of the scientific staff and the resulting burdensome workload for each staff member. The committee recognizes that the budget situation is difficult, but urges that NOAO and the NSF find a solution that will provide some relief for the scientific staff. The current situation is unstable and valuable people and knowledge may be lost if something is not done soon. Excellent progress has been made in promoting public awareness of light pollution in the cities near CTIO. We applaud the CTIO staff efforts and encourage further vigilance in this area. We were pleased to hear that discussions with both Yale and Michigan are underway concerning the future of the 1-meter and Curtis Schmidt telescopes. A possible collaboration between Yale and Portugal to upgrade the 1-meter and take over operations in the next few years was enthusiastically endorsed. The continuing MACHO collaboration was also discussed and given a strong statement of support. Funds available from the MACHO project have provided for much needed upgrades to the small telescopes at CTIO. The 4-meter image quality project has now resulted in greatly improved median seeing and we acknowledge the hard work of the CTIO staff in carrying out these improvements. Implementation of a tip/tilt system is the next highest priority project for the coming year. Discussion about specific CTIO instrumentation needs led to the recommendation that an IR camera is a top priority, and also that it is vital to get Phoenix to the south as soon as possible, and to share it equally with KPNO. The Arcon development program was discussed, and concern expressed over the expense of this effort. The program is now ramping down, pending a final decision by Gemini--as of August 1995, Gemini had decided to explore other controller options. Ortiz presented the views of the Chilean astronomers about the renewal plan. The committee was pleased to hear that their views were very similar to those of the US community (as discussed elsewhere in this report) and that the Chilean and US astronomers share the same concerns about closing small telescopes, while also endorsing in principle the idea of renewing and replacing aging facilities. The 10% of telescope time allocated from each telescope to Chilean astronomers was not seen as a major stumbling block to the renewal proposal as long as continued access to several telescopes and excellent instrumentation was assured. Cooperation between the Chilean and US communities will be a vital component to the continued success of CTIO. In response to continuing budget shortfalls, travel support within Chile will no longer be offered except for thesis students, and various other cost cutting measures may have to be taken (raising rents, raising motel rates, laying off staff, etc.). The committee strongly endorsed the plan to cut everything else first, before closing telescopes. The committee also urges the NSF to acknowledge the current strength of the Chilean economy which is resulting in increased costs within Chile, and to budget for the projected exchange rates well in advance. Concluding Remarks Astronomers today live in a privileged time. We are in the midst of the greatest explosion in major new optical and IR facilities in the history of the science. In five to ten years, the number of telescopes with apertures greater than 6-meters in diameter will be of order 15! Yet the members of the US community who rely on the national observatories will have access to the equivalent of only one of these telescopes. In a time when the growth in both facilities and technology will lead to outstanding opportunities for many astronomers, the budgetary problems facing NOAO threaten to hold many more back. We feel that this is bad for the entire community and for astronomy as a whole. The Users Committee members would like to stress to all members of the US community the need to work together to ensure a healthy future for our field. As always, the users of NOAO are urged to speak out, both as advocates for your facilities and as a source of suggestions for improvements to NOAO. The Users Committee members seek your input. We hope that as many of you as possible will participate in future Electronic Forum issues. Your input does make a difference--the results have certainly influenced our thinking as well as that of the NOAO staff and administration. To subscribe to the Forum, simply send a blank e-mail message to forum-subscribe@noao.edu. The Users Committee represents a direct link between the individual NOAO users and the management of the observatories. Please contact next year's Chair, Suzanne Hawley (slh@pillan.pa.msu.edu) with your comments and ideas. John Salzer (Wesleyan University, Chair)
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