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Working Group 5: Measurements technology and active experiments

Technology issues identified by working groups 5 are listed. (1) New instruments are needed to upgrade the ability to measure plasma properties in space. (2) Facilities should be developed for conducting a broad range of plasma experiments in space. (3) The ability to predict plasma weather within magnetospheres should be improved and a capability to modify plasma weather developed. (4) Methods of control of plasma spacecraft and spacecraft plasma interference should be upgraded. (5) The space station laboratory facilities should be designed with attention to problems of flexibility to allow for future growth. These issues are discussed.

Whipple, E.↗

How open data and interdisciplinary collaboration improve our understanding of space weather: A risk and resiliency perspective

Space weather refers to conditions around a star, like our Sun, and its interplanetary space that may affect space- and ground-based assets as well as human life. Space weather can manifest as many different phenomena, often simultaneously, and can create complex and sometimes dangerous conditions. The study of space weather is inherently trans-disciplinary, including subfields of solar, magnetospheric, ionospheric, and atmospheric research communities, but benefiting from collaborations with policymakers, industry, astrophysics, software engineering, and many more. Effective communication is required between scientists, the end-user community, and government organizations to ensure that we are prepared for any adverse space weather effects. With the rapid growth of the field in recent years, the upcoming Solar Cycle 25 maximum, and the evolution of research-ready technologies, we believe that space weather deserves a reexamination in terms of a “risk and resiliency” framework. By utilizing open data science, cross-disciplinary collaborations, information systems, and citizen science, we can forge stronger partnerships between science and industry and improve our readiness as a society to mitigate space weather impacts. The objective of this manuscript is to raise awareness of these concepts as we approach a solar maximum that coincides with an increasingly technology-dependent society, and introduce a unique way of approaching space weather through the lens of a risk and resiliency framework that can be used to further assess areas of improvement in the field.

79 ASTRONOMY AND ASTROPHYSICS↗

Multi-Spacecraft Observations of Interplanetary Shocks

Using multi-spacecraft observations primarily from ACE and WIND, and from IMP 8 and Geotail when available, the 3-dimensional structure of interplanetary shocks on the hundred Earth radii scale will be discussed. The complete magnetic field, and solar wind ion and electron data sets were used to fit the shocks with a full non-linear least squares fit "Rankine-Hugoniot" technique yielding the local shock surface normals and speeds with associated uncertainties. Multi-spacecraft results reveal that on the distance scale of ACE's L1 halo orbit the shocks deviate significantly from a simple planar geometry. This result has important consequences for the prediction of the exact arrival times of interplanetary shocks at the Earth's magnetosphere, and hence, on the reliability of space weather predictions. It also has implications on the coherence scale of solar wind structures and their evolution from the Sun to Earth.

Szabo, A.↗

Multi-Spacecraft Observations of Interplanetary Shocks

Using multi-spacecraft observations primarily from ACE and WIND and from IMP 8 and Geotail when available, the 3-dimensional structure of interplanetary shocks on the hundred Earth radii scale will be discussed. The complete magnetic field, and solar wind ion and electron data sets were used to fit the shocks with a full non-linear least squares fitting "Rankine-Hugoniot" technique yielding the local shock surface normals and speeds with associated uncertainties. Multi-spacecraft results reveal that on the distance scale of ACE's L1 halo orbit the shocks deviate from a simple planar geometry. This result has important consequences for the prediction of the exact arrival times of interplanetary shocks at the Earth's magnetosphere, and hence, on the reliability of space weather predictions. It also has implications on the coherence scale of solar wind structures and their evolution from the Sun to Earth.

Smith, C. W.↗

Prediction of Geomagnetic Activity and Key Parameters in High-latitude Ionosphere

Prediction of geomagnetic activity and related events in the Earth's magnetosphere and ionosphere are important tasks of US Space Weather Program. Prediction reliability is dependent on the prediction method, and elements included in the prediction scheme. Two of the main elements of such prediction scheme are: an appropriate geomagnetic activity index, and an appropriate coupling function (the combination of solar wind parameters providing the best correlation between upstream solar wind data and geomagnetic activity). We have developed a new index of geomagnetic activity, the Polar Magnetic (PM) index and an improved version of solar wind coupling function. PM index is similar to the existing polar cap PC index but it shows much better correlation with upstream solar wind/IMF data and other events in the magnetosphere and ionosphere. We investigate the correlation of PM index with upstream solar wind/IMF data for 10 years (1995-2004) that include both low and high solar activity. We also have introduced a new prediction function for the predicting of cross-polar-cap voltage and Joule heating based on using both PM index and upstream solar wind/IMF data. As we show such prediction function significantly increase the reliability of prediction of these important parameters. The correlation coefficients between the actual and predicted values of these parameters are approx. 0.9 and higher.

Khazanov, George V.↗

Star-Exoplanet Interactions: A Growing Interdisciplinary Field in Heliophysics

Traditionally, heliophysics is characterized as the study of the near-Earth space environment, where plasmas and neutral gases originating from the Earth, the Sun, and other solar system bodies interact in ways that are detectable only through in-situ or close-range (usually within ∼10 AU) remote sensing. As a result, heliophysics has data from the space environment around a handful of solar system objects, in particular the Sun and Earth. Comparatively, astrophysics has data from an extensive array of objects, but is more limited in temporal, spatial, and wavelength information from any individual object. Thus, our understanding of planetary space environments as a complex, multi-dimensional network of specific interacting systems may in the past have seemed to have little to do with the highly diverse space environments detected through astrophysical methods. Recent technological advances have begun to bridge this divide. Exoplanetary studies are opening up avenues to study planetary environments beyond our solar system, with missions like Kepler, TESS, and JWST, along with increasing capabilities of ground-based observations. At the same time, heliophysics studies are pushing beyond the boundaries of our heliosphere with Voyager, IBEX, and the future IMAP mission. The interdisciplinary field of star-exoplanet interactions is a critical, growing area of study that enriches heliophysics. A multidisciplinary approach to heliophysics enables us to better understand universal processes that operate in diverse environments, as well as the evolution of our solar system and extreme space weather. The expertise, data, theory, and modeling tools developed by heliophysicists are crucial in understanding the space environments of exoplanets, their host stars, and their potential habitability. The mutual benefit that heliophysics and exoplanetary studies offer each other depends on strong, continuing solar system-focused and Earth-focused heliophysics studies. The heliophysics discipline requires new targeted funding to support inter-divisional opportunities, including small multi-disciplinary research projects, large collaborative research teams, and observations targeting the heliophysics of planetary and exoplanet systems. Here we discuss areas of heliophysics-relevant exoplanetary research, observational opportunities and challenges, and ways to promote the inclusion of heliophysics within the wider exoplanetary community.

heliophysics↗

Geoeffectiveness of Interplanetary Shocks Controlled By Impact Angles: Past Research, Recent Advancements, and Future Work

Interplanetary shocks are disturbances commonly observed in the solar wind. IP shock impacts can cause a myriad of space weather effects in the Earth’s magnetopause, inner magnetosphere, ionosphere, thermosphere, and ground magnetic field. The shock impact angle, measured as the angle the shock normal vector performs with the Sun-Earth line, has been shown to be a very important parameter that controls shock geoeffectivess. An extensive review provided by Oliveira and Samsonov (2018) summarized all the work known at the time with respect to shock impact angles and geomagnetic activity; however, this topic has had some progress since Oliveira and Samsonov (2018) and the main goal of this mini review is to summarize all achievements to date in the topic to the knowledge of the author. Finally, this mini review also brings a few suggestions and ideas for future research in the area of IP shock impact angle geoeffectiveness.

interplanetary shocks↗

Prediction of Geomagnetic Activity and Key Parameters in High-Latitude Ionosphere-Basic Elements

Prediction of geomagnetic activity and related events in the Earth's magnetosphere and ionosphere is an important task of the Space Weather program. Prediction reliability is dependent on the prediction method and elements included in the prediction scheme. Two main elements are a suitable geomagnetic activity index and coupling function -- the combination of solar wind parameters providing the best correlation between upstream solar wind data and geomagnetic activity. The appropriate choice of these two elements is imperative for any reliable prediction model. The purpose of this work was to elaborate on these two elements -- the appropriate geomagnetic activity index and the coupling function -- and investigate the opportunity to improve the reliability of the prediction of geomagnetic activity and other events in the Earth's magnetosphere. The new polar magnetic index of geomagnetic activity and the new version of the coupling function lead to a significant increase in the reliability of predicting the geomagnetic activity and some key parameters, such as cross-polar cap voltage and total Joule heating in high-latitude ionosphere, which play a very important role in the development of geomagnetic and other activity in the Earth s magnetosphere, and are widely used as key input parameters in modeling magnetospheric, ionospheric, and thermospheric processes.

Lyatsky, W.↗

A Review of Low Frequency Electromagnetic Wave Phenomena Related to Tropospheric-Ionospheric Coupling Mechanisms

Investigation of coupling mechanisms between the troposphere and the ionosphere requires a multidisciplinary approach involving several branches of atmospheric sciences, from meteorology, atmospheric chemistry, and fulminology to aeronomy, plasma physics, and space weather. In this work, we review low frequency electromagnetic wave propagation in the Earth-ionosphere cavity from a troposphere-ionosphere coupling perspective. We discuss electromagnetic wave generation, propagation, and resonance phenomena, considering atmospheric, ionospheric and magnetospheric sources, from lightning and transient luminous events at low altitude to Alfven waves and particle precipitation related to solar and magnetospheric processes. We review in situ ionospheric processes as well as surface and space weather phenomena that drive troposphere-ionosphere dynamics. Effects of aerosols, water vapor distribution, thermodynamic parameters, and cloud charge separation and electrification processes on atmospheric electricity and electromagnetic waves are reviewed. We also briefly revisit ionospheric irregularities such as spread-F and explosive spread-F, sporadic-E, traveling ionospheric disturbances, Trimpi effect, and hiss and plasma turbulence. Regarding the role of the lower boundary of the cavity, we review transient surface phenomena, including seismic activity, earthquakes, volcanic processes and dust electrification. The role of surface and atmospheric gravity waves in ionospheric dynamics is also briefly addressed. We summarize analytical and numerical tools and techniques to model low frequency electromagnetic wave propagation and solving inverse problems and summarize in a final section a few challenging subjects that are important for a better understanding of tropospheric-ionospheric coupling mechanisms.

Simoes, Fernando↗

Filament Eruptions, Jets, and Space Weather

Previously, from chromospheric H alpha and coronal X‐ray movies of the Sun's polar coronal holes, it was found that nearly all coronal jets (greater than 90%) are one or the other of two roughly equally common different kinds, different in how they erupt: standard jets and blowout jets (Yamauchi et al 2004, Apl, 605, 5ll: Moore et all 2010, Apj, 720, 757). Here, from inspection of SDO/AIA He II 304 A movies of 54 polar x-ray jets observed in Hinode/XRT movies, we report, as Moore et al (2010) anticipated, that (1) most standard x-ray jets (greater than 80%) show no ejected plasma that is cool enough (T is less than or approximately 10(exp 5K) to be seen in the He II 304 A movies; (2) nearly all blownout X-ray jets (greater than 90%) show obvious ejection of such cool plasma; (3) whereas when cool plasma is ejected in standard X-ray jets, it shows no lateral expansion, the cool plasma ejected in blowout X-ray jets shows strong lateral expansion; and (4) in many blowout X-ray jets, the cool plasma ejection displays the erupting-magnetic-rope form of clasic filament eruptions and is thereby seen to be a miniature filament eruption. The XRT movies also showed most blowout X-ray jets to be larger and brighter, and hence to apparently have more energy, than most standard X-ray jets. These observations (1) confirm the dichotomy of coronal jets, (2) agree with the Shibata model for standard jets, and (3) support the conclusion of Moore et al (2010) that in blowout jets the magnetic-arch base of the jet erupts in the manner of the much larger magnetic arcades in which the core field, the field rooted along the arcade's polarity inversion line, is sheared and twisted (sigmoid), often carries a cool‐plasma filament, and erupts to blowout the arcade, producing a CME. From Hinode/SOT Ca II movies of the polar limb, Sterling et al (2010, ApJ, 714, L1) found that chromospheric Type‐II spicules show a dichotomy of eruption dynamics similar to that found here for the cool‐plasma component of coronal X‐ray jets. This favors the idea that Type‐II spicules are miniature counterparts of coronal X‐ray jets. In Moore et al (2011, ApJ, 731, L18), we pointed out that if Type‐II spicules are magnetic eruptions that work like coronal X‐ray jets, they carry an area‐averaged mechanical energy flux of approximately 7x10)(exp 5) erg cm(exp -2) s(exp-1) into the corona in the form of MHD waves and jet outflow, enough to power the heating of the global corona and solar wind. On this basis, from our observations of mini‐filament eruptions in blowout X‐ray jets, we infer that magnetic explosions of the type that have erupting filaments in them are the main engines of both (1) the steady solar wind and (2) the CMEs that produce the most severe space weather by blasting out through the corona and solar wind, making solar energetic particle storms, and bashing the Earth's magnetosphere. We conclude that in focusing on prominences and filament eruptions, Einar had his eye on the main bet for understanding what powers all space weather, both the extreme and the normal.

Moore, Ronald↗

Magnetospheric Constellation: Leveraging Space 2.0 for Big Science

Earth's magnetosphere is a large magnetic cavity formed through the interaction of the solar wind and Earth's intrinsic magnetic field. Solar wind energy enters this cavity through a boundary - the magnetopause - separating Earth's field from the solar wind. This energy leads to many forms of "space weather", including the aurora, geomagnetic storms, and energization of the Van Allen radiation belts. Despite decades of research, we still do not understand the extent of dayside reconnection sites, nor do we have a quantifiable understanding of how much energy enters the magnetosphere during different solar wind conditions - necessary for space weather prediction. On the nightside, impulsive flows at various spatial and temporal scales occur frequently during storms and substorms, and couple to the ionosphere through still unresolved physical mechanisms. Because the magnetosphere is so large, it has been understood since the dawn of the space age that a full understanding of this complex region could only be achieved with a large fleet of in situ spacecraft. NASA has studied one such constellation, the socalled "Magnetospheric Constellation" (MagCon), since the1990's, but it is deemed too expensive to implement using traditional approaches. The CubeSat/ SmallSat revolution represents a fundamental disruption to traditional mission architectures, and in this paper I will discuss how, by leveraging innovation in spacecraft subystems, advanced manufacturing, and access to space, we can finally realize this long-term vision of exploration and discovery. The proposed modular approach, utilizing rideshare and propulsive ESPAs, would also enable worldwide participation in the mission, and is applicable to any constellation mission, including Earth Science missions.

Kepko, Emil Larry↗

Plasma Ion Composition Measurements for Europa

Jupiter magnetospheric interactions and surface composition, both important to subsurface ocean detection for the Galilean icy moons Europa, Ganymede, and Callisto, can be measured using plasma ion mass spectrometry on either an orbiting spacecraft or one designed for multiple flybys of these moons. Detection of emergent oceanic materials at the Europa surface is more likely than at Ganymede and Callisto. A key challenge is to resolve potential intrinsic Europan materials from the space weathering patina of iogenic species implanted onto the sensible surface by magnetospheric interactions. Species resolved measurements of pickup ion currents are also critical to extraction of oceanic induced magnetic fields from magnetospheric interaction background dominated by these currents. In general the chemical astrobiological potential of Europa should be determined through the combination of surface, ionospheric, and pickup ion composition measurements. The requisite Ion Mass Spectrometer (IMS) for these measurements would need to work in the high radiation environment of Jupiter's magnetosphere between the orbits of Europa and Ganymede, and beyond. A 3D hybrid model of the moon magnetosphere interaction is also needed to construct a global model of the electric and magnetic fields, and the plasma environment, around Europa. Europa's ionosphere is probably usually dominated by hot pickup ions with 100-1000 eV temperatures, excursions to a "classical" cold ionosphere likely being infrequent. A field aligned ionospheric wind driven by the electron polarization electric field should arise and be measurable.

Plasma↗

Functionality of the Python Packages for the HERMES Mission

The Heliophysics Environmental and Radiation Measurement Experiment Suite (HERMES) is a set of four instruments that will fly on the Lunar Gateway, an orbital outpost which will support Artemis lunar operations. HERMES will focus on understanding the causes of space-weather variability as driven by the Sun and modulated by the magnetosphere. In this talk, we will discuss the open source approach of the HERMES Science Operation Center (SOC) team being implemented in a number of Python packages which all work together. We will describe the core package which contains Python interfaces for the loading, calibrating, plotting, validating, and saving of measurement data through Common Data Format (CDF) files making use of pycdf provided by spacepy. Each instrument also has a Python package developed using a package template and will provide specific calibration and processing functionality to each instrument. The packages make extensive use of the scientific Python ecosystem and maintain compatibility with PyHC standards. The abstraction of intricate, high heritage data formats, such as CDF files, in Python enables easier analysis and opens doors for greater participation in heliophysics science.

hermes↗

Comprehensive Assessment of Models and Events Using Library Tools (CAMEL) Framework: Time Series Comparisons

The Comprehensive Assessment of Models and Events using Library Tools (CAMEL) framework leverages existing Community Coordinated Modeling Center services: Run on Request post processing tools that generate model time series outputs and the new Community Coordinated Modeling Center Metadata Registry that describes simulation runs using Space Physics Archive Search and Extract metadata. The new CAMEL visualization tool compares the modeled time series with observational data and computes a suite of skill scores such as Prediction Efficiency, Root Mean Square Error, and Symmetric Signed Percentage Bias. Model data pairs used for skill calculations are obtained considering a user selected maximum difference between the time of observation and the nearest model output. The system renders available data for all locations and time periods selected using interactive visualizations that allow the user to zoom, pan, and pick data values along traces. Skill scores are reported for each selected event or aggregated over all events for all participating model runs. Separately, scores are reported for all locations (satellites or stations) and for each location individually. We are building on past experiences with model data comparisons of magnetosphere and ionosphere model outputs from GEM2008, GEMCEDAR Electrodynamics Thermosphere Ionosphere, and the SWPC Operational Space Weather Model challenges. The CAMEL visualization tool is demonstrated using three validation studies: (a) Wang Sheeley Arge heliosphere simulations compared against OMNI solar wind data, (b) ground magnetic perturbations from several magnetosphere and ionosphere electrodynamics models as observed by magnetometers, and (c) electron fluxes from several ring current simulations compared to Radiation Belt Storm Probes Helium Oxygen Proton Electron instrument measurements, integrated over different energy ranges.

Rastätter, Lutz↗

Imaging Thermal He(+) from the Lunar Surface

Extreme ultraviolet observations of He(+) ions by the EUV instrument on the IMAGE spacecraft have dramatically improved our ability to observe plasmasphere dynamics in the inner magnetosphere. These primarily high latitude observations have revealed the phenomenology of thermal density structures and continue to lead us toward a more complete understanding of inner magnetospheric electric fields and plasmaspheric refilling. Recent analyses have brought attention to the disposition of thermal plasma eroded from the plasmasphere and convected into the outer dayside magnetosphere. The extent to which this plasma is lost into the solar wind or recirculated across the polar cap or through the magnetospheric flanks is an important outstanding question that relates to the influence this plasma has on space weather processes in Geospace. A concept for implementation of enhanced EUV observations from the lunar surface to resolve questions about the global circulation of He(+) plasma in the magnetosphere will be presented. The instrument and science package subsystem elements, including anticipated component capabilities and limitations will be discussed. Attention will also be given to the potential impact of dust contamination.

Gallagher, D. L.↗

Global Driving of Auroral Precipitation: 1. Balance of Sources

The accurate determination of auroral precipitation in global models has remained a daunting and rather inexplicable obstacle. Understanding the calculation and balance of multiple sources that constitute the aurora, and their eventual conversion into ionospheric electrical conductance, is critical for improved prediction of space weather events. In this study, we present a semi-physical global modeling approach that characterizes contributions by four types of precipitation—monoenergetic, broadband, electron, and ion diffuse—to ionospheric electrodynamics. The model uses a combination of adiabatic kinetic theory and loss parameters derived from historical energy flux patterns to estimate auroral precipitation from magnetohydrodynamic (MHD) quantities. It then converts them into ionospheric conductance that is used to compute the ionospheric feedback to the magnetosphere. The model has been employed to simulate the 5–7 April 2010 Galaxy15 space weather event. Comparison of auroral fluxes show good agreement with observational data sets like NOAA-DMSP and OVATION Prime. The study shows a dominant contribution by electron diffuse precipitation, accounting for ∼74% of the auroral energy flux. However, contributions by monoenergetic and broadband sources dominate during times of active upstream solar conditions, providing for up to 61% of the total hemispheric power. The study also finds a greater role played by broadband precipitation in ionospheric electrodynamics which accounts for ∼31% of the Pedersen conductance.

Agnit Mukhopadhyay↗

Magnetic Mapping in the Inner Magnetosphere using Kamodo

Many models require specialized access and interpolation schemes to effectively extract and interpolate their outputs. In particular, the Block-Adaptive Tree Solarwind Roe Upwind Scheme (BATSRUS) component of the Space Weather Modeling Framework (SWMF) requires Kamodo to take advantage of its block-based adaptive grid structure, and the Lyon-Fedder Mobarry magnetosphere model (or its successor GAMERA) needs a scheme that appreciates the distorted spherical arrangement of grid vertices on a non-orthogonal grid. With the flythrough layer developed by Ringuette et al. (SH42E-2337), the underlying model readers have been adapted to use multiple time steps in a single Python session to perform 4- dimensional interpolations in time and space. Kamodo now utilizes lazy interpolation that loads data only when needed. We present the successful integration of SWMF/BATSRUS magnetosphere access and interpolation into the new 4D Kamodo framework utilizing an external library of C code. Through function composition, Kamodo facilitates the calculation of derived quantities and the transformation of positions and vectors into different coordinate systems. This work is a significant step towards performing field line tracing in Kamodo with SWMF magnetosphere outputs.

Lutz Rastaetter↗

Core-Plasma Refilling and Erosion: Science Justification

Global magnetospheric models do not currently couple dynamic plasmaspheric plasma due to computational limitations that will be overcome by 2050. A true GGCM will need to include a dynamic plasmasphere for both physics and space weather prediction. Such inclusion requires that we answer longstanding, fundamental questions about the life cycle of core (<10 eV, plasmaspheric) plasma: how it gets into the inner magnetosphere, and how it is eroded. Erosion and refilling are processes controlling a fundamental space plasma population. During every geomagnetic disturbance, tens of metric tons of plasma are rapidly eroded away, then slowly and unevenly replenished. After several decades we still do not understand the cross-scale mechanisms proposed to be responsible for these 2 processes. Removal and replacement of this enormous plasma mass is as important to the dynamics of the magnetosphere as solar-wind driving. Our community must dedicate the resources and effort needed to solve this enduring puzzle. Other white papers submitted in response to the HP2050 call are discussing cold plasma and ionospheric outflow in more general contexts. This white paper deals specifically with the science justification for studying refilling and erosion.

Plasmasphere, core-plasma, erosion, refilling↗