Much of the ExoPAG's work is conducted by Study Analysis Groups (SAGs) and Science Interest Groups (SIGs), which focus on specific exoplanet topics or goals. The exoplanet community is encouraged to participate in the ExoPAG and in SAGs or SIGs of interest.
- Active SAGs
- Completed SAGs
Topic: SAG 23: The Impact of Exo-Zodiacal Dust on Exoplanet Direct Imaging Surveys
Leads: John Debes (STScI), Yasuhiro Hasegawa (JPL/Caltech), Isabel Rebollido (STScI)
Motivation: The first SAG of the ExoPAG, entitled “Debris Disks & Dust”, was completed ten years ago and highlighted the fact that dust similar to that of the Zodiacal Cloud in the Solar System, so-called exozodis, could have a significant impact on missions that plan to directly image exoplanets and characterize Earth-like planetary atmospheres. Exozodi disks, as targets of study in their own right, can elucidate the architecture and chemistry of terrestrial planetary systems.
In the intervening time from SAG 1, rapid advancements in instrumentation, theoretical understanding of debris disks and interplanetary dust, observational capabilities, and data reduction techniques have occurred that impact the detection of disks via thermal emission at mid-infrared wavelengths or via high contrast direct imaging in the visible and near-IR. The recent publication of the results from the HOSTS survey, which used nulling interferometric observations at 10 μm, demonstrated that exozodi systems exist around nearby stars to varying degrees and that the typical exozodi level is within a few orders of magnitude of the Solar System’s zodiacal dust, paving the way for current direct imaging exoplanet concepts.
It is important then to identify the key questions that remain unanswered so that the astronomical community can make the most of the planned launch of a visible light coronagraph on the Nancy Grace Roman Space Telescope, the construction of the next generation of ground-based instruments and telescopes, and any future direct imaging or mid-infrared interferometric missions (or both) as envisioned by the Astro2020 report and the ESA Voyage 2050 plan.
Goals: This SAG will bring together an interdisciplinary team of scientists who study dust in various forms throughout the Solar System and galaxy in order to review the current gaps in knowledge on exozodis and identify those areas of debris disk science that should be prioritized in the coming years. The goals that could be addressed by this SAG include:
- Review the current state of knowledge for warm zodiacal dust in the Solar System, particularly its dust composition and origin, which may be useful for understanding exozodi systems that potentially host planets.
- Review the current state of knowledge on the average exozodi level around potential targets of future exo-Earth imaging missions and create a prioritized target list for studies of exozodis.
- Explore the limits of empirical and probabilistic models of thermal and scattered light emission from disks and prioritize the techniques and observations which will yield the largest improvement in their performance. Additionally, explore what components of a planetary system are most important for determining exozodi levels, ie. planetary architecture, the presence of outer debris disks, or the presence of inner hot dust.
- Identify methods for extended source detection and image post-processing, that may be relevant for detecting exozodi disks with future missions or in archival data. Provide findings on what works best to retire risks to direct imaging exoplanet surveys, such as whether exozodi disks add more than photon noise in background limited observations.
- Evaluate the merit of both theoretical and observational studies of debris disks and exozodiacal dust in support of future exo-Earth imaging missions. Prioritize which studies can be carried out based on anticipated data from those missions and which ones are needed sooner.
- Identify near-term and long-term ground-based opportunities to fill in exozodi knowledge gaps relevant to future exoplanet and exozodi studies.
Topic: SAG 24: Exploring the Complementary Science Value of Starshade Observations
Leads: Sara Seager (MIT), Stuart Shaklan (JPL/Caltech)
Motivation: With the initiation of the Habitable Worlds Observatory (HWO), we must identify the key measurements needed to establish exoEarth habitable conditions. The SAG motivation is to elucidate the unique and critical science Starshade enables, complementary to the coronagraph, for the characterization of exoEarths and exoplanetary systems in general.
Goals: This SAG will bring together an interdisciplinary team of scientists who study exoplanet characterization in order to: consolidate knowledge; review the current gaps in knowledge; and flesh out areas of Starshade science that are unique and complementary to the coronagraph and should be prioritized in the coming years. The goals that could be addressed by this SAG are as follows:
- Assess the scientific value of having access to the following observational capabilities:
- Broad (~100%) instantaneous spectral bandwidth
- Unrestricted outer working angle
- Low resolution UV spectroscopy down to <= 250nm, with the ability to search for the “ozone cutoff”
- High throughput observations
- Estimate the exoplanet detection/characterization yield of a notional starshade covering 250 nm to 2um, and to be used in conjunction with a visible-only HWO coronagraph
- Identify methods for the critical or complementary role of Starshade for exoplanet characterization, incl: determining the rocky nature of any planet found by the HWO; determining the bulk composition of rocky planet atmospheres; characterizing biosignature gases on potentially habitable rocky planets.
- Simulate end-to-end starshade spectral cubes of images including exozodi, and perform atmospheric spectral retrieval on the simulated images, to support Goal 3.
- Starshade point design to support Goals 2-4.
Methods: The primary mode of SAG operations will be based on regular teleconferences with SAG members, invited guests, or interested parties. We will also communicate via an email list and other online tools as needed. We will adopt a code of conduct.
Deliverables: The SAG will report its progress to the ExoPAG on a quarterly basis and will deliver a white paper to the Agency when its work is completed. The SAG will also submit any findings that warrant publication to a relevant open-access journal.
- SAG 22: Investigating an Exoplanet Target Star Archive
- SAG 21: The Effect of Stellar Contamination on Space-based Transmission Spectroscopy
- SAG 20: Strategies for Mitigating the Impact of the JWST Delay on Exoplanet Science (2020)
- SAG 19: Exoplanet Imaging Signal Detection Theory and Rigorous Contrast Metrics
- SAG 18: Metrics for Direct-Imaging with Starshades (2017)
- SAG 17: Community Resources Needed for K2 and TESS Planetary Candidate Confirmation (2017)
- SAG 16: Exoplanet Biosignatures (2017)
- SAG 15: Exploring Other Worlds: Observational Constraints and Science Questions for Direct Imaging Exoplanet Missions (2017)
- SAG 13: Exoplanet Occurrence Rates and Distributions (2017)
- SAG 12: Scientific potential and feasibility of high-precision astrometry for exoplanet detection and characterization (2017)
- SAG 11: Preparing for the WFIRST Microlensing Survey (2014)
- SAG 10: Characterizing the Amtospheres of Transiting Planets with JWST and Beyond (2015)
- SAG 9: Exoplanet Probe to Medium Scale Direct-Imaging Mission Requirements and Characteristics (2015)
- SAG 8: Requirements and Limits of Future Precision Radial Velocity Measurements (2015)
- SAG 5: Exoplanet Flagship Requirements and Characteristics (2013)
- SAG 2: Potential for Exoplanet Science Measurements from Solar System Probes (2010)
- SAG 1: Debris Disks & Exozodiacal Dust (2012)
*SAGs 3, 4, 6, and 7 were initiated but later deactivated; often their topic areas were assigned to other SAGs.
Leads: Aki Roberge
Status: Report completed; paper published in PASP, 2012, 124, 799-808
Products: "The Exozodiacal Dust Problem for Direct Observations of Exo-Earths"
Overview: Debris disks arise from collisions between and evaporation of extrasolar asteroids and comets, the same processes that produce the zodiacal dust in the Solar System.
Many nearby stars harbor an outer debris disk that is orders of magnitude brighter than that of the Solar System. At the moment, we know little about debris dust in the habitable zones of nearby stars (aka. exozodiacal dust). In direct images and spectra of terrestrial planets, zodiacal and exozodiacal background emission will likely dominate the planet signals. Teams designing future space telescopes aimed at direct observations of habitable planets have studied the impact of these backgrounds on mission performance. Within the range of current uncertainty, the impact could be severe. Apparently, the distribution of exozodi brightness levels around nearby stars is as crucial to such a mission’s success as is ??. Several vital questions remain unanswered:
- How well must we know exozodi brightness levels to determine the performance of various types of direct imaging/spectroscopy exoplanet missions?
- How is the problem complicated by possible asymmetries and other complex morphologies in exozodiacal dust disks?
- What are the exozodiacal dust levels around nearby stars?
These are all large questions requiring much additional work to fully answer. However, we believe an ExoPAG study group can contribute in three important ways:
- Collect existing information on the impact of exozodiacal background on various exoplanet mission concepts. Describe what additional analyses need to be done, and work with members of past or existing mission concept teams to see that they are performed in a uniform fashion.
- Collect reliable information on the expected sensitivity of all upcoming facilities to debris dust at different distances from various types of nearby stars.
- Determine how many stars we must observe with what exozodi sensitivity to confidently predict the number of feasible targets for direct exoplanet imaging/spectroscopy. Start by organizing a theoretical study that will produce a plausible expected distribution of exozodi brightness levels.
From this foundation, the community may be able to plan the required observations of debris disks, and narrow the range of possible scenarios for teams studying future mission performance.
Leads: Dave Bennett, Dan Coulter
Status: Completed. Topic explored in detail at Kavli Institute workshop, Santa Barbara CA, May 2010
Products: "KISS/KITP Workshop: Exoplanet Science Measurements from Solar System Probes"
Overview: This SAG (Science Analysis Group) would bring together scientists, engineers, theorists, and NASA leadership from the exoplanetary and planetary/solar system communities to investigate the scientific potential and practicality of doing exoplanet science using spacecraft that primarily study our own Solar System.
This could involve observations during cruise phase or an extended mission and possibly the addition of low-impact instruments to missions in development. Past examples of successful collaborations include the measurements of Earth made from afar by the recent EPOXI mission and by the TES instrument aboard Mars Global Surveyor in 2004. Future examples of such exoplanet science could include zodiacal light studies, microlensing observations, transits, etc. The product of this SAG would be a report on potential exoplanet science that could be performed from the platform of a solar system mission including: top level science goals, top-level instrument concepts, potential solar system missions which could accommodate exoplanet science instruments, and preliminary assessment of impacts of exoplanet science instruments on solar system missions. In connection with this SAG, the ExoPAG plans to hold a session on exoplanet collaboration at the DPS (Division of Planetary Sciences) meeting next October and/or request a talk at DPS to discuss this topic with the planetary science community.
Leads: Charley Noecker, Tom Greene
Status: Report completed; posted on ArXiv:1303.6707, March 26, 2013
Products: "Flagship Exoplanet Imaging Mission Science Goals and Requirements Report"
Overview: This group will work toward a unified view of the science requirements for a combined flagship exoplanet imaging and general astrophysics mission for the 2020s.
We will discuss and evaluate possible features of a decision process for NASA HQ to select either an internal coronagraph or an external occulter (starshade) as the favored mission architecture for exoplanet direct detection. NASA's selected architecture will be presented to the Decadal Survey Implementation Advisory Committee (DSIAC) in 2015, will guide technology development in the years 2015-2020, and eventually will be presented to the Astrophysics Decadal Survey in 2020. We will assemble science requirements from the Exoplanet Exploration Program and Cosmic Origins Program, forming a unified set of requirements for a combined mission; and we will add a list of technical and programmatic criteria which should be considered in the decision. Our report will contain the elements which are deemed relevant to a robust decision between the two architecture families in the future.
Leads: Dave Latham, Peter Plavchan
Status: Report completed; posted on ArXiv:1503.01770, March 5, 2015
Products: "Radial Velocity Prospects Current and Future"
Overview: Precision radial velocity measurement has been the workhorse technique in the exoplanet field, for both detection and characterization of exoplanets.
This group will evaluate the future role of RV measurements in the exoplanet field, both scientific and programmatic, and will attempt to assess the resources required fulfill this goal. Key science questions include:
- What are the near-term, medium-term, and long-term needs for Doppler measurements to support NASA science objectives, i.e., how many measurements, of what precision and what time baseline, and for how many stars of what magnitudes and spectral types?
- What are the astrophysical limitations on radial velocity precision for measurements of nearby stars?
- How does this precision vary as a function of stellar type and wavelength?
- What are the implications of these limitations for new ensemble survey science goals and for finding the nearest low-mass exoplanets for future characterization?
Instrument/technical questions include:
- What approaches can improve radial-velocity instrumental precision to the astrophysical limits?
- What can be done to increase the efficiency and sensitivity of radial-velocity facilities?
- What potential exists for red/near-infrared radial velocity precision?
Programmatic questions to be considered include:
- What are the benefits or disadvantages of increased investment in telescope time (and for which class of telescope)?
- How should we prioritize increased investment in existing telescope resources versus investment in new, dedicated facilities and/or technology development for precision calibration/stabilization?
- What competitive opportunities exist in the short and long term in the context of existing and planned US and global facilities?
Leads: Rémi Soummer
Status: Report completed. Posted on http://exep.jpl.nasa.gov/exopag/ on 8/18/2015
Products: "Exoplanet Probe to Medium Scale Direct Imaging Mission Requirements and Characteristics - Final report" https://exep.jpl.nasa.gov/files/exep/ExoPAG-SAG9-Final.pdf
Overview: The ExoPAG Study Analysis Group 9 (SAG-9) will define metrics by which the science yield of various exoplanet probe-scale to medium-scale direct-imaging mission designs can be compared and evaluated in order to facilitate a well-informed decision process by NASA.
SAG-9 will focus on mission sizes that can be considered on shorter timescales than a flagship, with a particular emphasis on missions with probe-scale costs (under $1B). The work will build on the methodology developed by SAG-5 (Exoplanet Flagship Requirements and Characteristics), defining science goals, objectives and requirements, further detailed into "Musts" and "Discriminators". SAG-9 will establish the minimum science thresholds ("Musts") for such missions, and develop quantitative metrics to evaluate the marginal performance increase beyond the threshold science using "Discriminators". Key questions to be studied by this group include:
- What is the minimum threshold science to justify an exoplanet probe-scale direct imaging mission?
- What are the additional science goals that can be used as "discriminators" to evaluate science performance beyond the minimum thresholds?
- What are the possible achievements from the ground by plausible launch date, and overlapping the expected mission lifetime?
- What quantitative metrics for these "discriminators" can we provide to help define the weighting process to be used in the comparison of mission concepts?
Leads: Nick Cowan
Status: Report completed; posted on JSTOR: 10.1086/680855, March 3, 2015
Products: "Characterizing Transiting Planet Atmospheres through 2025"
Overview: The past decade has seen rapid progress in the study of exoplanet atmospheres. It has become common --if not routine-- to measure albedo, atmospheric composition, as well as the vertical and horizontal temperature structure on these distant worlds; in a few cases we can even observe a planet's seasonal response to varying insolation.
Such large-scale averages of atmospheric temperature and composition are probes of exoplanet climate. In short, the study of planetary climate is no longer limited to the Solar System, but also to planets orbiting nearby stars. Much of this explosion in scope is due to the unexpected existence of short-period planets, which can be studied without spatially resolving them from their host star. In the near-term, the most readily detected and characterized temperate terrestrial planets will likely transit nearby M-Dwarfs. NASA's James Webb Space Telescope (JWST) promises to be a powerful tool for characterizing the climate of transiting planets. This infrared space observatory will be capable of measuring the transits, eclipses and phase variations of short-period planets. Nevertheless, many strategic questions remain. In concert with the relevant instrument teams, our group will attempt to answer these questions, including:
- What is the full diversity of planet properties (mass, atmosphere, insolation, orbits, etc.) needed to characterize and understand the climate of short-period exoplanets?
- Which measurement suites and how much observing time are needed to characterize the climate of transiting planets?
- Will JWST be able to characterize the atmospheres of transiting terrestrial planets?
- Which critical measurements will be too expensive or inaccessible to JWST, and can these be obtained with planned observatories (eg: dedicated ground-based spectrographs, balloon-borne experiments, SOFIA, exoplanet-specific Explorer missions)?
Leads: Jennifer Yee
Status: Report Completed
Products: "NASA ExoPAG Study Analysis Group 11: Preparing for the WFIRST Microlensing Survey" arxiv.org/abs/1409.2759
Overview: Although the launch of the WFIRST mission is still many years off, it is nevertheless vitally important to consider what activities must be carried out in the near future in order to retire any scientific risks associated with, and maximize the returns from, the WFIRST microlensing survey.
In particular, there may be projects that require a long time baseline and/or might affect the final mission design, and thus must be undertaken soon. This SAG will bring together members of the microlensing community to identify scientific programs that will benefit the WFIRST microlensing mission. Of particular interest are mission-critical observational programs that must be completed before the launch of WFIRST. Specifically, the major question this SAG will address is: "What scientific programs can be undertaken now to ensure the success of the WFIRST mission and maximize its scientific return?" In the process of answering this question, the SAG will:
- Identify both mission critical and mission enhancing programs,
- Identify immediate science to come out of each program, as well as the program's direct impact on the WFIRST mission,
- For each proposed program, quantify the improved scientific return for the WFIRST mission,
- Emphasize programs that can be executed using existing (NASA) resources.
SAG 12 - Scientific potential and feasibility of high-precision astrometry for exoplanet detection and characterization.
Leads: Eduardo Bendek
Status: Report Completed
Overview: High-precision astrometry has the potential to play an important role in the detection and characterization of exoplanets. High-precision astrometry can complement high-contrast direct imaging surveys by allowing for improved yields, as well as measurement of planet masses.
Sub-microarcsecond astrometry would allow the measurement of the mass and orbital parameters of Earth-mass planets orbiting stars within 10pc. In particular, such astrometry may ultimately be needed to measure the masses of planets of potentially habitable planets orbiting nearby solar type stars. Finally, astrometric surveys provide an important complementary tool for characterizing the demographics of nearby planetary systems, as it is sensitive to planets with arbitrary inclination, and its sensitivity increases with semi-major axis, in contrast to radial velocity and transit surveys. Key questions and goals that this group will address are:
- What is the scientific potential of astrometry for different precision levels? What types of planets can be studied with astrometry? How effective is astrometry to confirm planet candidates?
- What are the technical limitations to achieving astrometry of a given precision? Can we implement observational strategies or post processing to improve the astrometry? What are the hardware changes that would enable high-precision astrometry on planned missions?
- Identify mission concepts that are well suited for astrometry and study potential collaboration with current and future European astrometry missions.
Leads: Rus Belikov
Status: Report completed
SAG 15 - Exploring Other Worlds: Observational Constraints and Science Questions for Direct Imaging Exoplanet Missions
Leads: Daniel Apai
Status: Report Completed
Overview: Future direct imaging missions may allow observations of flux density as a function of wavelength, polarization, time (orbital and rotational phases) for a broad variety of exoplanets ranging from rocky sub-earths through super-earths and neptunes to giant planets.
With the daunting challenges to directly imaging exoplanets, most of the community’s attention is currently focused on how to reach the goal of exploring habitable planets or, more specifically, how to search for biosignatures. Arguably, however, most of the exoplanet science from direct imaging missions will not come from biosignature searches in habitable earth-like planets, but from the studies of a much larger number of planets outside the habitable zone or from planets within the habitable zone that do not display biosignatures. These two groups of planets will provide an essential context for interpreting detections of possible biosignatures in habitable zone earth-sized planets. However, while many of the broader science goals of exoplanet characterization are recognized, there has been no systematic assessment of the following two questions:
- What are the most important science questions in exoplanet characterization apart from biosignature searches?
- What type of data (spectra, polarization, photometry) with what quality (resolution, signal-tonoise, cadence) is required to answer these science questions?
We propose to form SAG15 to identify the key questions in exoplanet characterization and determine what observational data obtainable from direct imaging missions is necessary and sufficient to answer these. The report developed by this SAG will explore high-level science questions on exoplanets ranging from gas giant planets through ice giants to rocky and sub-earth planets, and — in temperatures — from cold (~200 K) to hot (~2,000 K). For each question we will study and describe the type and quality of the data required to answer it. For example, the SAG15 could evaluate what observational data (minimum sample size, spectral resolution, wavelength coverage, and signal-to-noise) is required to test that different formation pathways in giant planets lead to different abundances (e.g. C/O ratios). Or the SAG15 could evaluate what photometric accuracy, bands, and cadence is required to identify continents and oceans in a habitable zone Earth-sized or a super-earths planet. As another example, the SAG15 could evaluate what reflected light data is required to constrain the fundamental parameters of planets, e.g. size (distinguishing earth-sized planets from superearths), temperature (cold/warm/hot), composition (rocky, icy, gaseous), etc. SAG15 will not attempt to evaluate exoplanet detectability or specific instrument or mission capabilities; instead, it will focus on evaluating the diagnostic power of different measurements on key exoplanet science questions, simply adopting resolution, signal-to-noise, cadence, wavelength coverage as parameters along which the diagnostic power of the data will be studied. Decoupling instrumental capabilities from science goals allows this community-based effort to explore the science goals for exoplanet characterization in an unbiased manner and in a depth beyond what is possible in a typical STDT. We envision the SAG report to be important for multiple exoplanet sub-communities and specifically foresee the following uses:
- Future STD teams will be able to easily connect observational requirements to missions to fundamental science goals;
- By providing an overview of the key science questions on exoplanets and how they could be answered, it may motivate new, dedicated mission proposals;
- By providing a single, unified source of requirements on exoplanet data in advance of the Decadal Survey, the science yield of various missions designs can be evaluated realistically, with the same set of assumptions.
Our goal is to carry out this SAG study by building on both the EXOPAG and NExSS communities. We aim to complete a report by Spring 2017 and submit it to a refereed journal, although this timeline can be adjusted to maximize the impact of the SAG15 study for the ongoing and nearfuture STDTs and other mission planning processes. Synergy with a potential future SAG proposed by Shawn Domagal-Goldman: While the SAG proposed here will include studies of habitable zone rocky planets, it will focus on planets without significant biological processes. A future SAG may be proposed by Shawn DomagalGoldman to explore biosignatures; if such a SAG is proposed, we envision a close collaboration on these complementary, but distinct problems.
Leads: Shawn Domagal-Goldman, Nancy Kiang, Niki Parenteau
Status: Report Completed
Overview: The future of exoplanet observations will begin a shift from the physical and astronomical characterization of planet size and orbital properties towards the characterization of planet chemical composition, habitability, and inhabitance. We are proposing a SAG to explore the last of these issues, focused on biosignatures.
The future of exoplanet observations will begin a shift from the physical and astronomical characterization of planet size and orbital properties towards the characterization of planet chemical composition, habitability, and inhabitance. We are proposing a SAG to explore the last of these issues, focused on biosignatures. Due to the interdisciplinary nature of biosignature research, it is paramount that the astrobiology and exoplanet communities come together for this effort. This SAG will bring these groups together, in the pursuit of three goals: 1) review the existing state of biosignature science, 2) develop a plan for uncovering novel biosignatures, and 3) list the features of existing biosignatures as an input to mission development and planning activities. In order to most comprehensively achieve these goals, we will organize a workshop to bring together scientists across disciplines, collect notes from that activity to draft a report, and then circulate that report to the community to obtain feedback for a final report. This process will engage a broad range of experts from the NASA Astrobiology Institute (NAI), the Nexus for Exoplanet System Science (NExSS), NASA’s Exoplanet Exploration Program (ExEP), and the community served by the ExoPlanet Assessment Group (ExoPAG) and planetary AGs.
SAG 17 - Community Resources Needed for K2 and TESS Planetary Candidate Confirmation and Characterization
Leads: David Ciardi
Overview: K2, operating since 2013 and expected to continue operations through 2017, is producing hundreds of candidate planets (approximately 50 – 100 per field).
Additionally, TESS, when launched in 2017, will produce thousands of candidates from the selected TESS targets, and potentially hundreds of thousands of candidates from the full‐frame images. In order to confirm these candidates, follow‐up observations, from either the ground or space, are required. Spectroscopy is needed for stellar characterization; radial velocity observations are needed to determine companion masses, and imaging (both seeing‐limited and high‐resolution) is needed to ascertain the target blending and hence determine accurate planetary radii and possible false positives. Some amount of triage work can also be done by time‐series photometric follow‐up with higher angular resolution. SAG 17 will study and enumerate the resources needed by the community to effectively and efficiently validate as many K2 and TESS candidates as possible, and propose methods to allow the community to coordinate and self‐organize the process. This SAG is geared more towards the validation efforts needed rather than the characterization of the systems, but the two efforts are related, and as such, This SAG is complementary to previous and ongoing SAGs (8: RV; 10: Atmospheres; 12: Astrometry; 14: TESS Stars; 15: Directing Imaging Science; 16: Biosignatures). Finally, the purpose of this SAG is not to define what is needed by the TESS project to satisfy their level 1 science requirements, but rather what is needed by the community to validate and study the bounty of the full range of planetary candidates being discovered by K2 and will be discovered by TESS. The following are specific goals of SAG 17: Identify needed follow‐up observations for K2 and TESS including but not limited to imaging, spectroscopy, and time‐series follow‐up Identify telescopes, instrument, and financial resources available to the US community Identify how archival resources can be utilized (e.g., Gaia) Identify how the community can be organized and communication facilitated particularly with regards TESS full frame images, candidate identification, single transiting events, and candidate prioritization. Identify needs to ensure efficient and effective characterization with JWST (and WFIRST) Identify connections to other SAG efforts (e.g., SAGs 15 and 16) Identify synergies of resources with non‐exoplanet science.
Leads: Tiffany Glassman, Margaret Turnbull
Status: Report Completed
Products: Metrics for Direct-Imaging with Starshades - Closeout
Overview: The use of starshades for future direct-imaging missions is being studied and developed by various groups. Extensive testing of starshade performance has been conducted over a wide range of scales and test conditions.
One missing piece has been a clear set of metrics to standardize the starlight-suppression performance of a test and requirements of a flight mission. There have been informal definitions of contrast as the amount of residual starlight at the location of an exoplanet of interest and of suppression as the total amount of residual starlight entering the telescope. But more precise definitions are needed to compare test results across groups and to then define flight requirements using these same definitions. An agreed-upon set of metrics would allow unbiased comparisons between separate tests and between tests and flight requirements.
A second SAG (SAG19, chaired by Dimitri Mawet) will be starting at the same time and working in parallel to answer similar questions but focused more on signal detection theory. We will coordinate closely with this SAG and develop compatible standards as much as possible. We propose to form SAG18 to identify the areas of starshade performance where standardized metrics would be beneficial and to create rigorous definitions of key terms.
Some questions that may be answered by this SAG are list below. Refining these questions and goals will be the first task for the SAG group. We expect that the outputs from this SAG will be published so that the results can be used in the continuing starshade development work. The minimum outputs will be a glossary of terms as they are used in the community.
- How can contrast or suppression be used as metrics of starshade performance (pros and cons)? Contrast is directly linked to planet detectability, but is not flight-like if image is over-resolved. Suppression is independent of telescope/ resolution, but it doesn’t take into account the spatial distribution of light, so it’s a very worst-case assessment.
- How should contrast be defined? The contrast should be calculated using a standard pixel location in the image, such as an annulus near the petal tips. For test where there is no off-axis object in the field, a contrast limit must be calculated. This could be the average light in the chosen pixels, a statistical measure of the noise in the pixels (e.g. StDev), or a simulation of a point source detectability limit in the image. If the test image is over-resolved compared to a flight-like configuration, the image could be post-processed to compensate. A method of compensation should be determined. New starshade metrics should be based off of existing metrics where possible. Coronagraph groups have developed methods of defining contrast achieved in their testbeds and contrast required for planet detection. In additional, standard astronomical techniques for detecting faint sources will be referenced. The starshade metrics will be unique only where some aspect of the residual stray light from starshades requires a new approach.
- How should suppression be defined? If a test only measures the focal plane, then the suppression must be calculated by summing over an area in that image. Create a standard for what area of the image is included, including what features can be masked off and what radius the area should extend to. If there is a smooth background present in the image, this could be subtracted either as a constant level or a smooth distribution.
Topic: SAG 19: Exoplanet Imaging Signal Detection Theory and Rigorous Contrast Metrics
Status: Terms of Reference
Overview: As planning for the next generation of high contrast imaging instruments (e.g. WFIRST, HabEx, and LUVOIR, TMT-PFI, EELT-EPICS) matures, and second-generation ground-based extreme adaptive optics facilities (e.g. VLT-SPHERE, Gemini-GPI) are halfway through their large main surveys...
It is imperative that the performance of different designs, post-processing routines, observing strategies, and survey results be compared in a consistent, statistically robust framework. SAG19, exoplanet imaging signal detection theory and rigorous contrast metrics, is overarching to all direct imaging instrument, strategies, and methods.
The scope of SAG19 is:
- To go back to the basics of Bayesian Signal Detection Theory (SDT). Bayesian SDT implies H0:signal absent / H1:signal present hypothesis testing, and invokes well-known concepts such as: the confusion/contingency matrix, false positive (type I error), false negative (type II error), true positive, and true negative fractions, and useful combinations of these quantities such as sensitivity (or completeness) and specificity.
- To rebuild a solid set of usual definitions used for or in lieu of “contrast” in different contexts, such as astrophysical contrast or ground truth, instrumental contrast used for coronagraph/instrument designs, and the measured on-sky data-driven contrast. Bayesian, hypothesis testing SDT will automatically force our community to be inclusive of all possible aspects of exoplanet detection, and signal-to-noise ratio (SNR) metrics, including signal-related parameters: planet-star contrast, SED, polarization, variability; instrument parameters: throughput, bandwidth, Strehl ratio/encircled energy, background (sky/thermal, or astrophysical), detector characteristics; noise characteristics as affected by the starlight suppression technique (in a very broad sense): mean intensity, RMS pixel intensities, RMS resolution element (resel, of characteristic size wavelength/telescope diameter) intensities, the probability density function (PDF) computed over pixels, the same PDF computed over resels, their nature and higher order moments, the sample zone and size, outlier management, etc.
- To identify what we can learn and apply from communities outside our field (e.g. medical imaging). A good example is the widespread use of receiver operating characteristic curve (ROC) and area under the curve (AUC). ROC plots the true positive fraction against the false positive fraction, and is useful to capture the true performance of a given high contrast imaging instrument, or post-processing/detection algorithm. Other formalisms, alternative to the ROC curve, such as the precision-recall curve will also be considered.
- To define precise contrast computation and ROC curve computation recipes, a new “industry standard”. The goal is to be able to compare results from surveys, instrument and/or telescope designs on a level-playing field.
- To identify how the new metrics and recipes can be used to define confidence levels for detection (H1) and subsequently error bars for photometric, spectroscopic, astrometric characterization. Ancillary goals: better understanding what limits exoplanet characterization, not just detection. For instance, understanding the limiting precision of extracted planet spectra from algorithms that anneal the planet signal and gaining proper error assessments from spectral extraction. This is particularly important in cases where the prior on the signal/wavelength to be detected is unknown and iterative forward-modeling must be applied.
- To perform a community data challenge before and after applying our proposed set of standardized SDT rules and recipes, and apply lessons learned.
Leads: Drake Deming and Johanna Teske
Status: Report completed
Overview: The purpose of this SAG is to gather and summarize input from the exoplanet community regarding how the JWST delay will affect their science, and the overall scientific return of JWST, and what actions (funded or unfunded) taken between now and the JWST launch could mitigate the impact on their and others’ JWST science return.
The James Webb Space Telescope (JWST) will have many scientific applications to exoplanetary science, both for transiting and directly imaged exoplanets. The science of exoplanets is a fast moving field, and the state of the field may be markedly different at the time of JWST's launch, compared to its original (2018) launch date. JWST's instrumentation features multiple spectroscopic modes, with many different inter-related applications to exoplanetary science. Some aspects of exoplanetary science may be hindered by the delay of JWST, but other aspects may be better matched to the later launch (e.g., theory and models will be more mature). The broad purpose of this SAG is to define and study the negative and positive aspects of the launch delay, and to suggest strategies for using the time effectively to maximize the exoplanetary scientific return from JWST.
The purpose of this SAG is to gather and summarize input from the exoplanet community regarding how the JWST delay will affect their science, and the overall scientific return of JWST, and what actions (funded or unfunded) taken between now and the JWST launch could mitigate the impact on their and others’ JWST science return. Specifically, we will create an online survey (with the option to answer anonymously) asking the questions similar to the following:
- How is your immediate science -- 5 year plan -- impacted, positively or negatively, by the JWST delay?
- Are there science program(s) that the JWST delay will prevent you from accomplishing or make more difficult/costly?
- Are there science programs(s) that you will now have more time to prepare for/work on due to the JWST delay?
- Are there scientific/observational/computational/community resources that would help mitigate the impact of/take advantage of the JWST delay on your science?
- Is your immediate funding situation impacted by the JWST delay? This includes funding for yourself and/or students and postdocs for whom you are responsible for funding.
- At what level is your funding situation impacted by the JWST delay? [a few thousand dollars, a few tens of thousands of dollars, a few hundreds of thousands of dollars]
- How are you adjusting your science and/or funding program to help mitigate the impact of/take advantage of the JWST delay?
The summary of community input will be shared with the NASA Exoplanet Exploration Program Office as a White Paper. We will have this White Paper ready to share within three months of the survey being released to the community.
- SAG 21 Terms of Reference
- SAG 21 Website
- Recorded Talks from SAG 21 Symposium – March 8-9, 2021
- Invited Review at RAS Techniques and Instruments
- SAG 21 Final Report (PDF)
Overview: Transmission spectroscopy probes the chemical composition and physical structure of the upper atmosphere of transiting exoplanets, but these measurements can also be impacted by inhomogeneities on the stellar disk, including spots, faculae, and plages. The aim of SAG 21 is to bring together an interdisciplinary team of scientists from the heliophysics, stellar astrophysics, and exoplanet communities to study the impact of stellar contamination on transmission spectra from future space-based facilities and the constraints on stellar photospheric heterogeneity enabled by transiting exoplanets.
The goals of this SAG are to:
- Report on what effect stellar contamination could have on future space-based transmission spectroscopy measurements;
- Identify regions of the parameter space in which care should be exercised with respect to stellar contamination in the context of transmission spectroscopy studies;
- Identify measures that can be taken to understand the magnitude of stellar contamination;
- Identify what modeling efforts can further our understanding of stellar contamination;
- Develop methods to identify measurements that might be contaminated; and
- Pinpoint complementary observations that can be combined with transmission spectroscopy to mitigate or correct for stellar contamination.
Status: Terms of Reference
Overview: Current and upcoming NASA missions will be intensively observing a number of stellar systems to characterize exoplanets. The selection of those targets and the interpretation of the observations depends on knowing the properties of the host stars to various levels of precision. There is therefore a need for a comprehensive catalog of star and planetary system properties of possible targets for future exoplanet missions. This SAG will identify a set of properties to be included in the catalog, review the number and types of stars to be included, and consider the attributes of a living catalog that can be maintained, improved, and curated. The SAG may also identify particular types of information that are not currently in hand that should be obtained. More details available at the SAG 22 website.