Appendix B Report of WIYN Strategic Planning Meeting 2 October 1997 |
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1 |
Introduction |
The second meeting to discuss a WIYN Strategic Plan was held on October 5, 1997 at the University of Wisconsin-Madison. The meeting produced the key elements for a Strategic Plan for the WIYN Consortium based on the Provisional Mission Statement:
WIYN is a consortium of public and private educational institutions that seeks to:
In achieving its mission the WIYN Consortium has a variety of resources to call on, including the excellent WIYN Telescope, scientists, engineers, and technical experts in its member institutions, and telescope users within and beyond the WIYN Consortium. The major difficulty in effectively engaging these resources for WIYN lies in the diffuse nature of any consortium. The first priority for the near term is therefore to develop and implement a revised management plan for WIYN. Other priority near term actions include further activities in the areas of instrument definition and development, continuing to enhance and modernize the WIYN Observatory, and supporting innovative observing modes on WIYN.
In addition to the specific areas reviewed below, the question of scientific collaborations within WIYN was discussed. This is seen as a still largely untapped resource for WIYN. We need to explore ways to convert the diversity among the WIYN partners into a strength for our consortium. One way to do this would be to find mechanisms that could encourage research collaborations between the WIYN partners.
2 |
WIYN Management |
3 |
Instrumenting WIYN |
3.1 Overview
A working group was charged to devise a process by which new instrumentation is to be proposed, built, and brought into operation on the WIYN telescope. The main focus of the group lies with facility, rather than University, instruments.
3.2 Initiation/Motivation for New Instrumentation
The group identified two main drivers for developing new instrumentation at WIYN: interest in a particular science and/or interest in enhancing existing strengths of the telescope.
Aside from these broadly worded drivers the group identified five options for initiating the process: an individual PI, the SAC, the strategic planning working group, operations, or an instrument program leader.
3.3 Development of Scientific Rationale
Regardless of the initiation, the next stage of instrument development requires that an individual (instrument leader - IL) take responsibility for detailing the motivation and justification of a particular instrument. This should also include a rough estimate of the cost and timescale for the instrument. The role of the IL is to develop the scientific rationale of the instrument and to justify the further development to the consortium as a whole.
Because several individuals may be developing instrumentation plans simultaneously, an overall Instrument Program Leader (IPL) will be given the responsibility to monitor the individual efforts. The role of the IPL is largely to avoid duplication and foster collaboration between individual instrumentation development. An individual developing a preliminary instrumentation plan must inform the IPL of their activities. While it is the responsibility of the IPL to organize any necessary "road shows", it rests with the individual project leaders to present their plans to the consortium at large.
It is the responsibility of the SAC to give final approval that a particular instrumentation plan may proceed beyond this preliminary level. The SAC also has the responsibility to decide between instrumentation plans.
The following must emerge from this process for any instrumentation plan to move forward: 1) a well-defined instrument; 2) a well-defined team with a defined leader to build the instrument; and 3) a contact person at each WIYN institution. This group of people are to devise the specific plan to fund and build the instrument.
3.4 Current Science Drivers within WIYN
The working group identified four major scientific drivers for new instrumentation at WIYN.
Stars: |
stellar abundances and variability |
Stellar Populations |
resolving stars in nearby galaxies |
Galaxies |
studies of the structure and kinematics of galaxies, and, in particular, their cores. |
Cosmology |
morphology and colors of high-z galaxies, surveys |
These science drivers led to the following broadly sketched ideas for instrumentation.
Stars: |
Hydra upgrades, high-throughput spectrograph for abundances, retaining synoptic capability. |
Stellar Populations |
AO, concentration on imaging in the blue, wide-field imaging, and having access to more filters. |
Galaxies |
AO, wide-field imaging, IFU spectroscopy |
Cosmology |
Wide-field imaging for surveys, wide-field IR imaging, IFU spectroscopy with AO. |
3.5 Future Instrumentation on the WIYN Telescope
Then, under the assumption that tip/tilt will happen before this process begins, we picked some candidate instrument projects for consideration in the context of the process above. This list should not be considered definitive nor representative. It simply reflects the opinions of those present. In an effort to determine priorities, participants were allowed to vote with green dots signifying being in favor of near term development of a particular instrument and red dots signifying being against that development. A second ``vote'' was held using blue dots to signify being in favor of the long term (5+ years) development of a particular instrument. Again, this list is representative only of the interests of those present in this working group.
High Throughput Spectrograph |
6 green, 0 blue, 0 red |
New Port |
4 green, 5 blue, 0 red |
Wide-Field Optical Imager(1) |
3 green, 2 blue, 0 red |
Hydra enhancements |
2 green, 1 blue, 0 red |
Enhance Scattered Light Perfor. |
1 green, 0 blue, 0 red |
Integral Field Spectroscopy(2) |
1 green, 2 blue, 0 red |
IR Imager |
0 green, 1 blue, 0 red |
AO like PUEO(3) |
1 green, 1 blue, 2 red |
(1) This would be a new instrument with a larger field of view than the mini-mosaic.
(2) This would be a new instrument, not Densepak.
(3) This is not the tip/tilt system currently being developed.
We recognize that considerable effort has already gone into studying the development of a new port and into Hydra enhancements and these efforts should continue.
It seems like only the top 3 or 4 projects in this poll had the support amongst the participants to warrant further study. Given that, the group tried to get volunteers, or people volunteered by others, for study groups on the higher-ranked items above. The lists are given below.
High Throughput Spectrograph: |
Jacoby, Honeycutt, Barden |
New Port: |
Anderson, Sawyer, Bailyn |
Wide-Field Optical Imager: |
Wilcots, Armandroff |
This is by no means a comprehensive list, but it is the responsibility of others in the WIYN community to initiate the study of other possible facility instruments following the process outlined in the first part of this report.
4 |
Enhancing WIYN Resources to Meet the Future |
The long term vision for the WIYN Consortium, developed during the strategic planning meetings on June 14 & 15 and October 5, 1997, clearly identifies the need for a more effective administrative structure and a specific facilities development plan. In order for WIYN to realize these goals it will be necessary to supplement the current 6.5 FTE level of available resources. In this plan key resource needs are identified, the level of resource enhancement is estimated, and possible sources for funding are proposed.
4.1 Resource Needs
Based on the management Plan developed for the WIYN vision, an executive director is needed to produce a more effective administrative structure. There are two possible options for funding the position:
The management plan also identifies the need for two scientists from WIYN institutions to be located in Tucson with release time to dedicate 0.5 FTE each to WIYN. The half-time scientists would fill the roles of the telescope scientist and instrument scientist.
Internal funds need to be allocated to an ongoing program for facility upgrades and enhancements. In order to maintain WIYN as a competitive, state-of-the-art facility, it will be necessary to supplement the current staffing level of 6.5 FTE with the equivalent of 2 additional FTE.
The support could be obtained by increasing the yearly operations budget, utilizing university resources, or a combination of both.
The current level of staffing (6.5 FTE) will be sufficient for maintaining the facility at the best possible efficiency for the existing state of the equipment. As systems become obsolete, however, it will become increasingly difficult to maintain efficient performance without upgrades and enhancements.
New instruments will be needed for WIYN in order to stay competitive scientifically. Without a source of funds for evaluating new instrument ideas and feasibility, it is very difficult to get initiatives started. A source of seed money is needed to both get initiatives started and to match proposal funding.
4.2 Fund Raising Possibilities
Although release time from home institutions could provide some of the needed resources at WIYN, such as a director or scientists, there remains a need for other resources, such as instrument development. Two possible sources of additional funds include:
Estimate of Resource Levels Needed
Resource |
Yearly WIYN Cost Estimate |
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Scenario 1 |
Scenario 2 |
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Director (0.3 FTE release time) |
$ 0K |
-- |
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Director (new hire) |
-- |
$150K |
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Scientists (0.5 FTE release time each) |
$ 0K |
$ 0K |
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Telescope Upgrades (2 FTE) |
$200K |
$200K |
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Instrument Development (seed money) |
$200K |
$200K |
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Total increase in yearly cost |
$400K |
$550K |
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Institution |
Scenario 1 |
Scenario 2 |
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NOAO |
$160K |
$220K |
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Wisconsin |
$104K |
$143K |
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Indiana |
$ 68K |
$ 94K |
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Yale |
$ 68K |
$ 94K |
The group exploring this area believes that WIYN should consider how it can match its funding and needs to achieve the best balance between a low cost operation and high performance astronomical research facility.