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Systems engingeering for the Kepler Mission : a search for terrestrial planets

The Kepler mission will launch in 2007 and determine the distribution of earth-size planets (0.5 to 10 earth masses) in the habitable zones (HZs) of solar-like stars. The mission will monitor > 100,000 dwarf stars simultaneously for at least 4 years. Precision differential photometry will be used to detect the periodic signals of transiting planets. Kepler will also support asteroseismology by measuring the pressure-mode (p-mode) oscillations of selected stars. Key mission elements include a spacecraft bus and 0.95 meter, wide-field, CCD-based photometer injected into an earth-trailing heliocentric orbit by a 3-stage Delta II launch vehicle as well as a distributed Ground Segment and Follow-up Observing Program. The project is currently preparing for Preliminary Design Review (October 2004) and is proceeding with detailed design and procurement of long-lead components. In order to meet the unprecedented photometric precision requirement and to ensure a statistically significant result, the Kepler mission involves technical challenges in the areas of photometric noise and systematic error reduction, stability, and false-positive rejection. Programmatic and logistical challenges include the collaborative design, modeling, integration, test, and operation of a geographically and functionally distributed project. A very rigorous systems engineering program has evolved to address these challenges. This paper provides an overview of the Kepler systems engineering program, including some examples of our processes and techniques in areas such as requirements synthesis, validation & verification, system robustness design, and end-to-end performance modeling.

systems engineering

Kepler Certified False Positive Table

This document describes the Kepler Certied False Positive table hosted at the Exoplanet Archive1, herein referred to as the CFP table. This table is the result of detailed examination by the Kepler False Positive Working Group (FPWG) of declared false positives in the Kepler Object of Interest (KOI) tables (see, for example, Batalha et al. (2012); Burke et al.(2014); Rowe et al. (2015); Mullally et al. (2015); Coughlin et al. (2015b)) at the Exoplanet Archive. A KOI is considered a false positive if it is not due to a planet orbiting the KOI's target star. The CFP table contains all KOIs in the Exoplanet Archive cumulative KOI table. The purpose of the CFP table is to provide a list of certified false positive KOIs. A KOI is certified as a false positive when, in the judgement of the FPWG, there is no plausible planetary interpretation of the observational evidence, which we summarize by saying that the evidence for a false positive is compelling. This certification process involves detailed examination using all available data for each KOI, establishing a high-reliability ground truth set. The CFP table can be used to estimate the reliability of, for example, the KOI tables which are created using only Kepler photometric data, so the disposition of individual KOIs may differ in the KOI and CFP tables. Follow-up observers may find the CFP table useful to avoid observing false positives.

Kepler

Kepler Planet Detection Metrics: Robovetter Completeness and Effectiveness for Data Release 25

In general, the Kepler pipeline identifies a list of Threshold Crossing Events (TCEs), which are periodic flux decrements meeting certain criteria (Jenkins, 2017). These TCEs are reviewed and those that appear consistent with astrophysically transiting or eclipsing systems are classified as Kepler Objects of Interest (KOIs). Further review is given to KOIs, which are then dispositioned as Planet Candidates (PCs) or False Positive (FPs). FPs are further denoted by four major flags that indicate if the signal is Not Transit-Like (NTL), due to a Stellar Eclipse (SS; previously referred to as Significant Secondary), and/or due to contamination from a source other than the target as evidenced by a Centroid Offset (CO) oran Ephemeris Match (EM) with another object. This entire TCE review process is known as dispositioning or vetting.In the first five Kepler mission planet candidate catalogs (Borucki et al., 2011a,b; Batalha et al., 2013; Burke et al., 2014; Rowe et al., 2015), TCEs were manually examined on an individual basis and dispositioned using various plots and quantitative diagnostic tests (see e.g., Coughlin, 2017). In the sixth catalog, Mullally et al. (2015a) employed partial automation via simple parameter cuts to automatically disposition a large fraction of TCEs as not transit-like. Mullally et al. (2015a) also used an automated technique known as the centroid Robovetter (Mullally, 2017) to automatically identify some FP KOIs due to centroid offsets - a telltale signature of light contamination from another target. The remaining targets were manually dispositioned. In the seventh catalog, Coughlin et al. (2016) automated theentire dispositioning process using what is collectively known simply as the Robovetter.In the eighth and final mission catalog, Thompson et al. (2017) use a revised Robovetter to automate the dispositioning of all TCEs with an emphasis on creating a catalog suitable for accurately determining planet occurrence rates. In order to calculate accurate occurrence rates, the completeness and effectiveness of the Robovetter must be characterized. We define these terms as applied to the Robovetter, following Thompson et al. (2017), as:1. Completeness: The fraction of transiting planets detected by the pipeline that are classified as planet candidates by the Robovetter.2. Effectiveness: The fraction of false positives detected by the pipeline that are classified as false positives by the Robovetter.The remainder of this document describes products that can be used to quantitatively assess Robovetter completeness and effectiveness for an arbitrary set of Kepler stars.

Robovetter

Kepler Planet Detection Metrics: Window and One-Sigma Depth Functions for Data Release 25

This document describes the window and one-sigma depth functions relevant to the Transiting Planet Search (TPS) algorithm in the Kepler pipeline (Jenkins 2002; Jenkins et al. 2017). The window function specifies the fraction of unique orbital ephemeris epochs over which three transits are observable as a function of orbital period. In this context, the epoch and orbital period, together, comprise the ephemeris of an orbiting companion, and ephemerides with the same period are considered equivalent if their epochs differ by an integer multiple of the period. The one-sigma depth function specifies the depth of a signal (in ppm) for a given light curve that results in a one-sigma detection of a transit signature as a function of orbital period when averaged over all unique orbital ephemerides. These planet detection metrics quantify the ability of TPS to detect a transiting planet signature on a star-by-star basis. They are uniquely applicable to a specific Kepler data release, since they are dependent on the details of the light curves searched and the functionality of the TPS algorithm used to perform the search. This document describes the window and one-sigma depth functions relevant to Kepler Data Release 25 (DR25), where the data were processed (Thompson et al. 2016) and searched (Twicken et al. 2016) with the SOC 9.3 pipeline. In Section 4, we describe significant differences from those reported in Kepler Data Release 24 (Burke Seader 2016) and document our verification method.

Planet Detection Metrics

Kepler Mission's Focal Plane Characterization Models Implementation

The Kepler Mission photometer is an unusually complex array of CCDs. A large number of time-varying instrumental and systemic effects must be modeled and removed from the Kepler pixel data to produce light curves of sufficiently high quality for the mission to be successful in its planet-finding objective. After the launch of the spacecraft, many of these effects are difficult to remeasure frequently, and various interpolations over a small number of sample measurements must be used to determine the correct value of a given effect at different points in time. A library of software modules, called Focal Plane Characterization (FC) Models, is the element of the Kepler Science Data Pipeline (hereafter "pipeline") that handles this. FC, or products generated by FC, are used by nearly every element of the SOC processing chain. FC includes Java components: database persistence classes, operations classes, model classes, and data importers; and MATLAB code: model classes, interpolation methods, and wrapper functions. These classes, their interactions, and the database tables they represent, are discussed. This paper describes how these data and the FC software work together to provide the pipeline with the correct values to remove non-photometric effects caused by the photometer and its electronics from the Kepler light curves. The interpolation mathematics is reviewed, as well as the special case of the sky-to-pixel,pixel-to-sky coordinate transformation code, which incorporates a compound model that is unique in the SOC software.

mission

Probing ExoMiner for Effectiveness against False Alarms in Kepler Data

We present a study on the effectiveness of ExoMiner against False Alarms in Kepler data. ExoMiner is a deep learning model that was used to validate around 370 Kepler Objects of Interest. We follow the analysis conducted in Coughlin et al (2017) “DR25 Robovetter Completeness and Effectiveness” for Robovetter, a rule-based model used to vet TCEs for this data release and automatically generate the Q1-Q17 DR 25 KOI Table. The ExoMiner model is trained on observed transit data from Kepler Q1-Q17 DR25 and evaluated on Kepler inverted and scrambled data. The results provide a more comprehensive insight into the capacities and limitations of ExoMiner, especially the vetting of not-transit-like signals and, more generally, the use of deep learning models to model transit photometry data for vetting and validation purposes.

exoplanet

The Kepler Mission: A Photometric Search for Earthlike Planets

If Earth lies in or near the orbital plane of an extrasolar planet, that planet passes in front of the disk of its star once each orbit as viewed from Earth. Precise photometry can reveal such transits, which can be distinguished from rotationally-modulated starspots and intrinsic stellar variability by their periodicity, square-well shapes and relative spectral neutrality. Transit observations would provide the size and orbital period of the detected planet. Although geometrical considerations limit the fraction of planets detectable by this technique, many stars can be surveyed within the field of view of one telescope, so transit photometry is quite efficient. Scintillation in and variability of Earth's atmosphere limit photometric precision to roughly one-thousandth of a magnitude, allowing detection of transits by Jupiter-sized planets but not by Earth-sized planets from the ground. The COROT spacecraft will be able to detect Uranus-sized planets orbiting near stars. The Kepler Mission, which is being proposed to NASA's Discovery Program this year, will have a photometer with a larger aperture (1 meter) than will COROT, so it will be able to detect transits by planets as small as Earth. Moreover, the Kepler mission will examine the same star field for four years, allowing confirmation of planets with orbital periods of a year. If the Sun's planetary system is typical for single stars, Kepler should detect approximately 480 terrestrial planets. Assuming the statistics from radial velocity surveys are typical, Kepler should also detect transits of 150 inner giant planets and reflected light variations of 1400 giant planets with orbital periods of less than one week.

Lissauer, Jack J.

Comparison of the Kepler and Eddington Missions

The Kepler and Eddington missions are spaceborne photometric missions with similar apertures. Both are capable of finding Earth-size extrasolar planets and both can detect p-mode oscillations in stars. The Kepler mission is optimized to find Earth-size planets in the habitability zone of Solar-like stars and does astroseismology only as incidental science. The Eddington mission appears to be optimized for astroseismology. The Kepler design provides a very large field of view, a low measurement cadence, a heliocentric orbit, and a long mission duration. The demand for a large field-of-view results in a Schmidt design with a massive corrector. However, the use of the corrector allows a 105 square degree FOV and thereby provides 15 times the number of stars at a given magnitude than does the optical design used in Eddington. Because Kepler stares at a single FOV throughout the mission, it does much less astroseismology than Eddington. Other comparisons are also discussed.

Borucki, William J.

The Kepler Full Frame Images

NASA's exoplanet discovery mission Kepler provides uninterrupted 1-min and 30-min optical photometry of a 100 square degree field over a 3.5 yr nominal mission. Downlink bandwidth is filled at these short cadences by selecting only detector pixels specific to 105 preselected stellar targets. The majority of the Kepler field, comprising 4 x 10(exp 6) m_v < 20 sources, is sampled at much lower 1-month cadence in the form of a full-frame image. The Full Frame Images (FFIs) are calibrated by the Science Operations Center at NASA Ames Research Center. The Kepler Team employ these images for astrometric and photometric reference but make the images available to the astrophysics community through the Multimission Archive at STScI (MAST). The full-frame images provide a resource for potential Kepler Guest Observers to select targets and plan observing proposals, while also providing a freely-available long-cadence legacy of photometric variation across a swathe of the Galactic disk.

Dotson, Jessie L.

Kepler Planet Detection Mission: Introduction and First Results

The Kepler Mission is designed to determine the frequency of Earth-size and rocky planets in and near the habitable zone (HZ) of solar-like stars. The HZ is defined to be the region of space where a rocky planet could maintain liquid water on its surface. Kepler is the 10th competitively-selected Discovery Mission and was launched on March 6, 2009. Since completing its commissioning, Kepler has observed over 156,000 stars simultaneously and near continuously to search for planets that periodically pass in front of their host star (transit). The photometric precision is approximately 23 ppm for 50% of the 12th magnitude dwarf stars for an integration period of 6.5 hours. During the first 3 months of operation the photometer detected transit-like signatures from more than 200 stars. Careful examination shows that many of these events are false-positives such as small stars orbiting large stars or blends of target stars with eclipsing binary stars. Ground-based follow-up observations confirm the discovery of five new exoplanets with sizes between 0.37 andl.6 Jupiter radii (R(sub J)) and orbital periods ranging from 3.2 to 4.9 days. Ground-based observations with the Keck 1, Hobby-Ebberly, Hale, WIYN, MMT, Tillinghast, Shane, and Nordic Optical Telescopes are used to vet the planetary candidates and measure the masses of the putative planets. Observations of occultations and phase variations of hot, short-period planets such as HT-P-7b provide a probe of atmospheric properties. Asteroseismic analysis already shows the presence of p-mode oscillations in several stars. Such observations will be used to measure the mean stellar density and infer the stellar size and age. For stars too dim to permit asteroseismology, observations of the centroid motion of target stars will be used to measure the parallax and be combined with photometric measurements to estimate stellar sizes. Four open clusters are being observed to determine stellar rotation rates as a function of age and spectral type. Many different types of stellar variability are observed with unprecedented precision and over a wide range of time scales. Solar-like photometric variability of thousands of field stars is being studied to determine how photometric variability and the stellar rotation rates change with stellar age and metallicity. A wide variety of other astrophysical phenomena have also been observed. The data are being analyzed at the Ames Research Center and archived at the MAST at STScI. The Kepler Mission also supports a vigorous Guest Observer Program.

Borucki, William

The Kepler Science Operations Center Pipeline Framework Extensions

The Kepler Science Operations Center (SOC) is responsible for several aspects of the Kepler Mission, including managing targets, generating on-board data compression tables, monitoring photometer health and status, processing the science data, and exporting the pipeline products to the mission archive. We describe how the generic pipeline framework software developed for Kepler is extended to achieve these goals, including pipeline configurations for processing science data and other support roles, and custom unit of work generators that control how the Kepler data are partitioned and distributed across the computing cluster. We describe the interface between the Java software that manages the retrieval and storage of the data for a given unit of work and the MATLAB algorithms that process these data. The data for each unit of work are packaged into a single file that contains everything needed by the science algorithms, allowing these files to be used to debug and evolve the algorithms offline.

Klaus, Todd C.

Photometer Performance Assessment in Kepler Science Data Processing

This paper describes the algorithms of the Photometer Performance Assessment (PPA) software component in the science data processing pipeline of the Kepler mission. The PPA performs two tasks: One is to analyze the health and performance of the Kepler photometer based on the long cadence science data down-linked via Ka band approximately every 30 days. The second is to determine the attitude of the Kepler spacecraft with high precision at each long cadence. The PPA component is demonstrated to work effectively with the Kepler flight data.

Li, Jie

Kepler Science Operations Center Pipeline Framework

The Kepler mission is designed to continuously monitor up to 170,000 stars at a 30 minute cadence for 3.5 years searching for Earth-size planets. The data are processed at the Science Operations Center (SOC) at NASA Ames Research Center. Because of the large volume of data and the memory and CPU-intensive nature of the analysis, significant computing hardware is required. We have developed generic pipeline framework software that is used to distribute and synchronize the processing across a cluster of CPUs and to manage the resulting products. The framework is written in Java and is therefore platform-independent, and scales from a single, standalone workstation (for development and research on small data sets) to a full cluster of homogeneous or heterogeneous hardware with minimal configuration changes. A plug-in architecture provides customized control of the unit of work without the need to modify the framework itself. Distributed transaction services provide for atomic storage of pipeline products for a unit of work across a relational database and the custom Kepler DB. Generic parameter management and data accountability services are provided to record the parameter values, software versions, and other meta-data used for each pipeline execution. A graphical console allows for the configuration, execution, and monitoring of pipelines. An alert and metrics subsystem is used to monitor the health and performance of the pipeline. The framework was developed for the Kepler project based on Kepler requirements, but the framework itself is generic and could be used for a variety of applications where these features are needed.

Klaus, Todd C.

Kepler Mission Development Challenges and Early Results

Kepler is NASA s first mission capable of detecting Earth-size planets orbiting in the habitable zone of stars other than the Sun. Kepler comprises a space telescope designed to continuously monitor the brightnesses of more than 100,000 target stars, and a ground segment to analyze the measured stellar light curves and detect the signatures of orbiting planets. In order to detect Earth-size planets orbiting Sun-like stars Kepler was designed to provide unprecedented photometric sensitivity and stability. This paper addresses some of the technical challenges encountered during the development of the Kepler mission and the measures taken to overcome them. Early scientific results are summarized.

exo-planets

Kepler Mission Development Challenges and Early Results

Kepler is NASA`s first mission capable of detecting Earth-size planets orbiting in the habitable zone of stars other than the sun. Kepler comprises a space telescope designed to continuously monitor the brightnesses of more than 100,000 target stars, and a ground segment to analyze the measured stellar light curves and detect the signatures of orbiting planets. In order to detect Earth-size planets orbiting Sun-like stars Kepler was designed to provide unprecedented photometric sensitivity and stability. This paper addresses some of the technical challenges encountered during the development of the Kepler mission and the measures taken to overcome them. Early scientific results are summarized.

habitable zones

Global Erratum for Kepler Q0-Q17 and K2 C0-C5 Short Cadence Data

An accounting error has scrambled much of the short-cadence collateral smear data used to correct for the effects of Keplers shutterless readout. This error has been present since launch and affects approximately half of all short-cadence targets observed by Kepler and K2 to date. The resulting calibration errors are present in both the short-cadence target pixel files and the short-cadence light curves for Kepler Data Releases 1-24 and K2 Data Releases 1-7. This error does not affect long-cadence data. Since it will take some time to correct this error and reprocess all Kepler and K2 data, a list of affected targets is provided. Even though the affected targets are readily identified, the science impact for any particular target may be difficult to assess. Since the smear signal is often small compared to the target signal, the effect is negligible for many targets. However, the smear signal is scene-dependent, so time varying signals can be introduced into any target by the other stars falling on the same CCD column. Some tips on how to assess the severity of the calibration error are provided in this document.

Caldwell, Douglas

Kepler Instrument Performance: An In-Flight Update

The Kepler Mission is designed to detect the 80 parts per million (ppm) signal from an Earth-Sun equivalent transit. Such precision requires superb instrument stability on time scales up to 2 days and systematic error removal to better than 20 ppm. The sole scientic instrument is the Photometer, a 0.95 m aperture Schmidt telescope that feeds the 94.6 million pixel CCD detector array, which contains both Science and Fine Guidance Sensor (FGS) CCDs. Since Kepler's launch in March 2009, we have been using the commissioning and science operations data to characterize the instrument and monitor its performance. We find that the in-flight detector properties of the focal plane, including bias levels, read noise, gain, linearity, saturation, FGS to Science crosstalk,and video crosstalk between Science CCDs, are essentially unchanged from their pre-launch values. Kepler'sunprecedented sensitivity and stability in space have allowed us to measure both short- and long- term effects from cosmic rays, see interactions of previously known image artifacts with starlight, and uncover several unexpected systematics that affect photometric precision. Based on these results, we expect to attain Kepler's planned photometric precision over 90% of the field of view.

CCD

Kepler-1649b: An Exo-Venus in the Solar Neighborhood

The Kepler mission has revealed that Earth-sized planets are common, and dozens have been discovered to orbit in or near their host star’s habitable zone. A major focus in astronomy is to determine which of these exoplanets are likely to have Earth-like properties that are amenable to follow-up with both ground- and future space-based surveys, with an ultimate goal of probing their atmospheres to look for signs of life. Venus-like atmospheres will be of particular interest in these surveys. While Earth and Venus evolved to have similar sizes and densities, it remains unclear what factors led to the dramatic divergence of their atmospheres. Studying analogs to both Earth and Venus can thus shed light on the limits of habitability and the potential for life on known exoplanets. Here, we present the discovery and confirmation of Kepler-1649b, an Earth-sized planet orbiting a nearby M5V star that receives incident flux at a level similar to that of Venus. We present our methods for characterizing the star, using a combination of point-spread function photometry, ground-based spectroscopy, and imaging, to confirm the planetary nature of Kepler-1649b. Planets like Kepler-1649b will be prime candidates for atmospheric and habitability studies in the next generation of space missions.

Terrestrial planets