From kdh1@st-andrews.ac.uk Tue Mar  4 14:33:44 2003
Date: Tue, 4 Mar 2003 14:30:58 +0000 (GMT)
From: Keith D Horne <kdh1@st-andrews.ac.uk>
To: "Wark, DL (David) " <D.L.Wark@rl.ac.uk>
Cc: 'Simon Morris ' <simon.morris@durham.ac.uk>,
     'Mike Edmunds ' <Mike.Edmunds@astro.cf.ac.uk>,
     'astronomy & cosmology advisory panel ' <a.rodger@bas.ac.uk>,
     "'BerryS@pparc.ac.uk '" <BerryS@pparc.ac.uk>,
     'COLIN VINCENT ' <VINCENTC@pparc.ac.uk>,
     "'j.c.b.papaloizou@qmw.ac.uk '" <j.c.b.papaloizou@qmw.ac.uk>,
     "'mgh@ast.leeds.ac.uk '" <mgh@ast.leeds.ac.uk>,
     "'msc@mssl.ucl.ac.uk '" <msc@mssl.ucl.ac.uk>,
     "'peter.coles@nottingham.ac.uk '" <peter.coles@nottingham.ac.uk>,
     "'pvdwerf@strw.leidenuniv.nl '" <pvdwerf@strw.leidenuniv.nl>,
     "'tjp@star.sr.bham.ac.uk '" <tjp@star.sr.bham.ac.uk>,
     'Mark Cropper ' <msc@mssl.ucl.ac.uk>
Subject: SR2004: Robotic EXoplanet discovery network


	Discussion of this proposal (REX) is underway in
	the UK exoplanet community.  So far there seems to
	be fairly strong support.

---------- Forwarded message ----------
Date: Mon, 3 Mar 2003 21:38:57 +0000 (GMT)
From: Keith D Horne <kdh1@st-andrews.ac.uk>
To: Don Pollacco <D.Pollacco@Queens-Belfast.AC.UK>,
     Phil Charles <pac@astro.soton.ac.uk>, Mike Bode <mfb@astro.livjm.ac.uk>,
     Alan Fitzsimmons <a.fitzsimmons@qub.ac.uk>,
     Alan Penny <alan.penny@rl.ac.uk>, Hugh Jones <hraj@astro.livjm.ac.uk>,
     Iain Steele <ias@staru1.livjm.ac.uk>, Dave Carter <dxc@astro.livjm.ac.uk>,
     Tim Naylor <T.Naylor@exeter.ac.uk>, Mike Barlow <mjb@star.ucl.ac.uk>,
     Bill Dent <dent@roe.ac.uk>, Simon Hodgkin <sth@ast.cam.ac.uk>,
     Andrew Cameron <acc4@st-and.ac.uk>,
     Carole Haswell <C.A.Haswell@open.ac.uk>, Simon Green <s.f.green@ukc.ac.uk>,
     Andy Norton <a.j.norton@open.ac.uk>,
     Barrie William Jones <B.W.Jones@open.ac.uk>,
     John Papaloizou <J.C.B.Papaloizou@qmw.ac.uk>,
     Gerry Gilmore <gil@ast.cam.ac.uk>, Pete Wheatley <pjw@star.le.ac.uk>,
     Richard West <rgw@star.le.ac.uk>
Subject: SR 2004 - Robotic EXoplanet discovery network.

Hi,
Alan Rodger phoned me today to ask advice. He indicates that the Solar
System Advisory Panel would like to include an exo-planet item in their
recommendations for SR2004, but that it is not realistic to request
funding for all the items that have been requested. He would like ideally
for the UK exo-planet community to unite behind a single highest-priority
item for SR2004. He has to report by end of this week. This timetable is
of course impossible. I intend to reply to Alan Rodger by Wed 5 Mar,
but before then I want to state my current proposed recommendation,
and initiate what must be a brief e-mail discussion to see if there is a
general consensus or a wide range of opinions about what would be the best
way for the UK exoplanet community to benefit from possible SR 2004 funding.
Please feel free to send me your views, and to forward this e-mail to
anyone in the UK who you think may by interested.  Bear in mind that the
timescale is impossibly short.

In SR2002, four exo-planet SoIs were considered by the SSAP and the AAP.
Eddington Exo-Planet Science Data Centre (PI: A.Penny - funded)
	1.5m
Wide-Angle Search for Planets (PI: K.Horne - unfunded)
	1.7m
RoboNet's Microlensing Search for Cool Earths (PI: K.Horne - unfunded)
	4.2m (or 8.2m)
Robotic Planet Search Telescope (PI: H.Jones - unfunded)
	7.8m

For SR2004, we have a real opportunity to put the UK on the
map in terms of dedicated facilities for exoplanet discovery.
I am aware of 2 exoplanet concept papers submitted last week to SSAP:
===============================================================
GRASP: GRound-based All-sky Survey for Planets  (PI: A.Fitzsimmons)
All-sky ground transit survey to find 2000 hot Jupiters
transiting the brightest stars down to 13 mag.
	 10m	6 24-CCD 60x60 degree SuperWASP cameras
	 2m	2 1m follow-up scopes (north and south)
	 5m	5 years running costs
	 1m	contingency
------------------------------
	18m	total
===============================================================
Life on Other Earths (PI: A.Penny)
	20m	total (division to be decided later)
      -	UK contribution to technology precursors
	to ESA's Darwin via ESA's Smart-3 (formation flying)
	and (possibly) NASA's FKSI (space infrared interferrometry)
	missions.
      -	Robotic search facilities to detect planetary
	systems and other Earths, and other observational
	and theoretical work on planetary systems
      -	A new biological and environmental programme
	of computer modelling studies of the roles and
	feedbacks of biota with the Earth's atmosphere
	and of laboratory studies to examine biogeochemical
	cycles in primitive photosynthetic organisms.
	The aim is to understand how changes in climate
	and microbial processes may influence the
	atmospheres of extrasolar Earth-like planets.
-----------------------------------------------------------------

What I propose to put forward is basically an elaboration of the middle
item of  Alan Penny's proposal above.   His third item would presumably
be funded by NERC rather than PPARC, and this adds an important
cross-council dimension.
His first item - technology precursors to Darwin - are
certainly important but in my opinion would not give the UK
as much scientific impact as the robotic exoplanet search
programme.  If both cannot be funded, my choice would be for
the robotic search facilities.

What I currently think I would like to recommend to Alan Rodger is a
Robotic Exo-planet  Discovery Network.  We might call this REX,
although it is really the southern half of RoboNet, but with a reduced
instrument suite to target exoplanet discovery programmes.
REX would be 3 southern 2m RoboNet telescopes, each equipped with
- CCD camera for microlens planet searches
	(primarily during the Bulge season Jun-Aug)
	and deep transit surveys
- hi-res spectrograph for radial-velocity work including
	conventional doppler-wobble studies of southern-sky targets
	and follow-up confirmation of transit candidates emerging from
	our SuperWASP network and from Eddington.

REX will give the UK a distinctive world-leading capability for
exo-planet discovery in the next decade, enabling the UK to discover
and characterize a wide variety of exo-planets, hot and cold, large
and small, to establish a broad context in which to understand
the significance of our solar system in comparison with the
planetary systems of other stars,  to determine in particular
whether Earth-like planets are common or rare, and thereby to
pave the way for the Darwin/TPF mission's search for the
signatures of life in the atmospheres of nearby habitable worlds.
By combining searches for both hot planets (transits) and cool
planets (doppler,microlensing), we will bracket the liquid water
zone to obtain a secure measurement of the abundance of
habitable Earth-like planets.

Here is a rough budget and spend schedule:
		year1	year2	year3	year4	years 5-8
		05/06	06/07	07/08	08/09	09/10-10/13	total
-----------------------------------------------------------------------
Telescope 1 	1.00	1.00	0.65				2.65
Site+Shipping 	0.25	0.25					0.50
Enclosure 	0.25	0.50	0.25				1.00
Spectrograph	0.50	0.50					1.00
CCD Camera	0.50	0.50					1.00
-----------------------------------------------------------------------
Telescope 2 	1.00	1.00	0.65				2.65
Site+Shipping 		0.50					0.50
Enclosure 		0.50	0.50				1.00
Spectrograph	0.50	0.50					1.00
CCD Camera	0.50	0.50					1.00
-----------------------------------------------------------------------
Telescope 3 		1.00	1.00	0.65			2.65
Site+Shipping 		0.25	0.25				0.50
Enclosure 		0.25	0.50	0.25			1.00
Spectrograph		0.50	0.50				1.00
CCD Camera		0.50	0.50				1.00
-----------------------------------------------------------------------
Project Mgmt	0.10	0.10	0.10	0.10			0.40
Operating costs			0.35	0.75	0.75x4		4.10
-----------------------------------------------------------------------
Total:		4.60	8.35	5.25	1.75	3.0		22.95
Plus contingency (10%)
======================================================================

Options for trimming the above budget include
cut costs on the CCD camera (smaller field of view),
cut number of spectrographs from 3 to 1 (loss of radial velocity work)
cut aperture or number of telescopes (loss of planet discovery rate).
But the budget above is about the right size and would give the UK
a clearly distinctive and world-leading exo-planet discovery
capability rather than one that might be world-leading
depending on what other nations do in the same area.

Clearly there is a lot of science outside the exo-planet area
that would be enabled by expanding the instrumentation suite
and/or adding additional telescopes.  An example would be
low-res fibre-IFU spectrograph to enable sub-minute
spectroscopic follow-up of gamma-ray bursts and other
transient events.  For these other time-domain astrophysics
experiments, we can lobby the Astronomy Advisory Panel,
and look for smaller pots of cash for instruments
(e.g. SRDG,SRIF,grants).

Some rationale for the above proposal:

Why not GRASP:

The SR2004 funding will begin around 2005/6.
By then my guess is ground-based hot Jupiter surveys will
be well underway.  The UK will be taking a leading role based
on our current SRIF funding for two SuperWASP cameras
(La Palma from 2003, SAAO? from 2004?) plus others
that may be funded between now and then.
We still need compute/archive infrastructure for these, but
I think we should get this from the e-science budget rather
than pitching for new money in SR2004.  Considering that
several groups outwith the UK are pursuing ground-based
wide-angle transit searches as well, I think the science
targeted by the GRASP proposal may already be nearly in
hand by 2006.

Why robotic photometry:

The robotic 2m telescopes at 3 complementary longitudes
in the southern hemisphere will enable a world-leading
microlens planet search to detect cool planets orbiting
the lens stars with masses ranging from Jupiters to Earths.
Using most of the telescope time during the Bulge season (Jun,Jul,Aug)
for 3-5 years will intensively monitor 1000 micro-lens candidates
and discover 20% of the Jupiters (1-day anomalies)
and 2% of the Earths (1-hr anomalies) orbiting the lens stars
in the 1-4 AU lensing zone.
The cool-planet catalog from microlensing probes outside the
habitable zone, complementing the hot planet catalog from
the space transit missions.
This brackets the liquid-water zone, we secure our knowledge
of the abundance of ``habitable'' earths.

Why robotic hi-res spectroscopy:

In addition to the UK's SuperWASP network,
Eddington and Kepler should launch in 2007/08.
These missions doing transit searches from space should
find thousands of hot jupiters and hundreds of hot earths
in the first few months after launch, delivering
progressively cooler longer-period planets reaching
out to the habitable zones by circa 2011.
Ground-based spectroscopic follow-up of transit candidates
revealed by these missions will be a priority in this era.

The focus of Doppler studies in the next decade
is longer periods and more multi-planet systems.
Work on northern targets will likely be dominated by the
established group lead by Marcy.
UK will have access to HARPS on VLT for southern targets,
but Geneva group will likely lead this.
Dedicated robotic spectroscopy with three 2m telescopes
would give the UK a distinctive strategy that could well
compete with partial allocations of VLT/HARPS time.
The incremental cost (approx 3m for 3 spectrographs)
makes this a very attractive addition once the telescopes are funded.

------------------------------------------------------------------
        Keith Horne             off: +44-1334-463322
        Physics/Astronomy       sec: +44-1334-463103
        Univ. of St.Andrews     fax: +44-1334-463104
        St.Andrews KY16 9SS     e-mail: kdh1@st-and.ac.uk
        Scotland, UK            http://star-www.st-and.ac.uk/~kdh1
-------------------------------------------------------------------


