JWST Multi-Object Spectroscopy Roadmap
A general guide to preparing JWST NIRSpec multi-object spectroscopy (MOS) observations is provided in this article.
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For most MOS science cases, observations are not specified directly in the Astronomers' Proposal Tool (APT) template in the same way as other observing modes. The typical MOS observer will use the NIRSpec MSA Planning Tool (MPT) to create optimal plans for MOS observations that attempt to maximize the number of observed sources.
Manually designed MOS observations of extended or moving targets that do not use MSATA (MSA target acquisition) will follow the single-stream process. Examples are long slit MOS observations or custom, manually-designed MSA configurations that use WATA (wide aperture target acquisition) for target acquisition (TA). These atypical programs must be finalized at proposal submission. Any constraints on the timing or aperture position angle (Aperture PA) must be included in the proposal.
Words in bold are GUI menus/
panels or data software packages;
bold italics are buttons in GUI
tools or package parameters.
(1) In the first phase, "proposal submission", observers will typically run the NIRSpec MSA Planning Tool (MPT) to create a set of planning visits with placeholder pointings and MSA shutter configurations that will be representative of the pointing and configurations after an APA has been assigned. Provided the source density of the catalog is representative, MPT can predict the number of targets to expect for each pointing for a given observing strategy. For proposal submission, it is also important to include any fully specified NIRCam pre-imaging observations that will be used to locate targets for NIRSpec follow-up. Timing links should be included, to ensure that the NIRCam pre-imaging is carried out before the NIRSpec observations, by a sufficient margin. In order to clarify the MOS planning process, a step-by-step roadmap for proposing NIRSpec MOS science is summarized below. Additionally, some useful MOS observational strategies are discussed in the MOS Recommended Strategies article.
(2) The second phase begins after an Aperture PA assignment by STScI and after any NIRCam pre-imaging is obtained. Prior to the first MOS observing window, observers will first update the catalog from any pre-imaging. The placeholder observations/visits will then need to be updated by running MPT once again, utilizing the latest MSA shutter operability information and the Assigned Aperture PA to design the final MOS program. These observations will specify the exact pointings and MSA configurations, and the expected targets that will be observed. This is called the "MOS program update submission". The reference stars used for MSA target acquisition must also be finalized in this submission. The roadmap for planning MOS program updates is described below, following the section on MOS proposals.
Some preliminary notes
Catalogs
NIRSpec observations planned with MPT typically require planning catalogs. Catalogs produced from HST ACS or WFC3 imaging have sufficient relative accuracy for detailed MOS observation planning and program updates. The catalog should be as complete as possible, including not only sources of scientific interest, but all other sources in the field, to be able to identify potential contaminants within the slits of science sources. The relative astrometric accuracy of the catalog (including both science sources and reference stars) is important for executing MSATA target acquisition, and to ultimately put science sources in the tiny shutters. A relative astrometric accuracy of 5 mas in the catalog is necessary to deliver a NIRSpec MSA target acquisition (MSATA) accuracy of 20 mas. Catalog accuracies of 5–10 mas are required for meaningful use of the centering constraint in MPT which can help to limit slit loss and wavelength calibration uncertainties. Catalogs are not necessary for long-slit observations using the Q4 field points.
Imaging data used to derive the astrometry for your catalog of reference stars and science targets needs to be carefully vetted against Gaia stars. In particular, the MSA target acquisition procedure has a very limited ability to correct for errors in the initial roll, so it is strongly recommended that the rotation of the reference stars on the sky be aligned with that of the Gaia frame to better than one arcminute (60", 0.0167°) in rotation. Roll offsets larger than 500" (0.14°) are likely to fail. Care should be taken to consider any proper motion of the Gaia stars and reference stars to avoid introducing a spurious roll offset larger than this. This is required to produce the best astrometry possible, and to correct for any lingering small roll offsets that may affect target placements.
NIRCam pre-imaging
NIRCam pre-imaging may be needed for MOS observations where imaging and catalogs are either non-existent or of insufficient astrometric accuracy to plan detailed MOS observations. If this is the case, observers will use the updated MSA catalog derived from the pre-imaging to refine their MOS observations for the MOS program update submission.
NIRCam or MIRI parallels
Many science cases will benefit from the ability to observe NIRSpec MOS targets while simultaneously imaging nearby fields with NIRCam for future science exploration. Likewise, parallel observations with MIRI could enable expanded science goals. Coordinated parallels with MIRI or NIRCam can be added from the NIRSpec MOS APT template. A set of joint dithers can be added to improve the NIRCam pixel sampling. The MOS Recommended Strategies article discusses this and other useful strategies.
Moving targets
Observers with moving targets should consult the generic JWST Moving Target Roadmap. MOS observations of moving targets must be specified directly in the MOS APT template at the observation level. Fill out the template directly: select a pre-designed custom config or the pre-defined long slit, and select the correct science aperture (the Q4 field point should be used with the matching long slit MSA configuration).
Pre-defined long slit and custom MSA configurations
A pseudo long slit is offered directly in the MOS APT template in the pull-down selector for the MSA configuration. Using the dispersion offset values in the configurations/pointings area of the observation template, it is possible to step the slit sequentially across a large extended target and obtain spectroscopy through the long slit. Similarly, users can create a custom configuration with the MSA Configuration Editor that can be used in the MOS template together with dithers specified in the MSA Configuration Editor to step across a series of smaller extended targets over the MSA field of view.
MPT performance requirements
MPT has certain memory limits and computational requirements. These are outlined in the NIRSpec MPT - Computational Performance article.
NIRSpec MOS proposal roadmap
The following roadmap should be used by those who wish to submit a proposal for MOS observations using the NIRSpec micro-shutter array (MSA). The steps outlined here follow those in the Getting Started with Planning JWST Observations. The program update (second phase submission) follows a similar approach - in that case, observers will replan their MSA observations using an assigned aperture position angle (that will be displayed in APT) and also select reference stars for the MOS visits. Consult the NIRSpec MOS Observing Process for details about this process.
This roadmap assumes the standard use of MPT to define NIRSpec MOS observations using a Catalog. Details specific to other more specialized cases using pre-defined or custom MSA configurations are presented using the pull-down options shown in the roadmap at various steps. For an example program that uses the standard roadmap, please read the NIRSpec MOS Deep Extragalactic Survey article.
Roadmap for MOS observations (for proposal submission)
- Determine the range of feasible MOS observation aperture position angles (Aperture PA) for the field of interest.
General Target Visibility Tool (GTVT)
NIRSpec Observation Visualization Tool (NOVT) - An input source catalog is required for MOS observations of multiple distinct sources with the NIRSpec MSA. Obtain or create a source Catalog of sufficient accuracy.
- Determine whether HST imaging and source catalogs exist for your fields. If so, obtain one for later use with the MSA Planning Tool (MPT).
Hubble Space Telescope Finder Images and Catalogs
Hubble Source Catalog
MAST
Vizier If a catalog derived from HST imaging does not exist, then create a fake Catalog that spans an area of the sky in the field of interest to allow MPT to select optimal pointings. An area of 5' × 5' is suggested. For proposal submission you may use a simulated catalog or one created from observations with other telescopes. The fake catalog should have a similar density and extent to the one that is expected from pre-imaging, in order to get realistic estimates of observing efficiency with different planning strategies.
NIRSpec MOS Operations - Catalogs and Images
NIRSpec MPT - Catalogs
MPT Catalogs - Examples
- Determine whether HST imaging and source catalogs exist for your fields. If so, obtain one for later use with the MSA Planning Tool (MPT).
Decide on a target acquisition strategy based on the positional accuracy needed for your MOS science goals. MOS programs prepared with MPT that use a catalog should use MSATA for target acquisition. However, MSATA doesn't have to be fully specified at proposal submission.
NIRSpec Target Acquisition
NIRSpec MSA Target Acquisition
NIRSpec MOS Operations - Slit LossesFor extended sources or moving targets, a relaxed accuracy for target acquisition may be possible. For those cases,
Determine whether NIRCam pre-imaging is required if existing imaging and source catalogs for your fields of interest do not provide the required positional accuracy for the TA or the science.
First, check the absolute and relative astrometric accuracy of your catalog coordinates, and determine if the accuracy delivered by MSATA is sufficient for your science goals. Imaging data used to derive the astrometry for your catalog of reference stars and targets needs to be carefully vetted against Gaia stars. In particular, the MSA Target Acquisition procedure has a very limited ability to correct for errors in the initial roll, and so it is strongly recommended that the rotation of the reference stars on the sky be aligned with that of the Gaia frame to better than a half arc-minute in rotation.
NIRSpec MOS Operations - Slit LossesIf needed, propose for NIRCam pre-imaging in the same proposal as your NIRSpec observations. NIRCam pre-imaging observations must be fully defined at the time of proposal submission.
NIRCam Pre-Imaging- Pick desired wavelength setting(s) for your MOS observations. Select dispersers and filters, depending on the wavelength coverage and the resolving power required.
NIRSpec Dispersers and Filters - Determine what dither strategy to use with your NIRSpec MPT-generated MOS observations. Nods and dithers are specified when designing an observation with the MPT Planner, and will appear in the observation template. (Alternatively, nods and dithers can be added directly by specifying them in the Pointings/Configurations table in the observation template, or in the MSA Configuration Editor as described in step 8 for custom MOS observations. Dithers for pre-defined long slit observations can be specified in any of these ways.)
NIRSpec Dithers and Nods Before specifying your NIRSpec MOS observation, learn about recommended practices for dithering, background subtraction, MSA leakage, and general MOS recommendations.
NIRSpec MOS Recommended Strategies
NIRSpec Dithering Recommended Strategies
NIRSpec Background Recommended Strategies
NIRSpec MSA Leakage Subtraction Recommended StrategiesCreate NIRSpec MOS observation plans in APT/MPT. Run the MSA Planning Tool (MPT) in the Astronomers Proposal Tool (APT) to create an automatically-designed NIRSpec MOS observation with MPT. Start by navigating to MPT by clicking the MPT icon in the toolbar of APT. Follow the articles under the MOS APT Template (Catalogs, Planner, and Plans, in that order) from the links shown below to walk through the creation and evaluation of a MOS plan. An example science case is illustrated in the article NIRSpec MOS Deep Extragalactic Survey.
NIRSpec MSA Planning Tool, MPT
NIRSpec Multi-Object Spectroscopy APT Template
NIRSpec MPT - Catalogs
NIRSpec MPT - Planner
NIRSpec MPT - PlansOR create a MOS observation using the pre-defined MSA Quad 4 long slit
OR create a MOS observation using custom MSA configurations
- The MPT should be run at several available APAs to check the variation in plan results and obtain more informed estimates of the observing time needed to execute the science. Multiplexing depends on a wide range of factors: the catalog density, extent, source distribution, the slit shape used, source centering constraints, etc. Multiplexing mostly does not depend on aperture position angles for catalogs distributed randomly. However, cases that involve a handful of highly weighted sources may be impacted by the selected angle. The user should test different angles and planning strategies in any case.
NIRSpec MPT - Parameter Space - Create an MPT observation. Once you have an MPT plan that you are happy with, click Create Observation from the Plans pane in MPT to populate the NIRSpec MOS mode observation template with pointings, MSA configurations and exposure parameters. Keep your MPT plans, especially those that were used to create the observation that will be submitted in your proposal. This will aid with later updating your MOS observation for the MOS program update when the updated Catalog is available and the Aperture Position angle is assigned.
NIRSpec MPT - Plans
NIRSpec Multi-Object Spectroscopy APT Template - Return to the MOS Observation template in APT by clicking the Form Editor icon. Note that MSA target acquisition (MSATA) reference alignment targets, called reference stars, and related TA parameters for the science observations cannot be defined at proposal submission because the Aperture PA isn’t yet assigned. The selection of reference stars and MSATA parameters is done after the MOS observations are finalized. Leave this for the detailed program update submission.
- Determine the required exposure and detector readout parameters for your NIRSpec MOS observations including target acquisitions using the Exposure Time Calculator (ETC). Perform these calculations by bracketing the range of expected source brightnesses in the wavelength bands of interest, avoiding saturation of the brightest sources. ETC workbooks are provided for each instrument mode to illustrate parameter selection. Example science programs each provide a page to describe the ETC calculations for that example.
NIRSpec Detector Recommended Strategies
JWST ETC Target Acquisition
Understanding Exposure Times
NIRSpec Example Science Programs - In the MOS observation template, specify the correct exposure duration parameters for your science observation in your MOS observation (Readout Pattern, Groups/Integration, and Integrations).
Understanding Exposure Times - Continue to fill out the remaining elements of the MOS APT template, including the decision to add Confirmation Images to be able to locate targets in the slitlets in post-analysis.
NIRSpec MOS Operations - Confirmation Images - Determine from viewing in Aladin, or with NOVT, whether an Aperture PA special requirement is needed. The NIRSpec MOS observation should ideally not have a specific Aperture PA special requirement added. However, some use cases may need such constraints. For scheduling flexibility, a minimum range of approximately 20°–30° is recommended. Observation planning using a catalog with MPT or a manually created plan uses an Aperture PA, however this angle is not guaranteed for the observation, nor is it used downstream to plan or schedule the observation. However, the Aperture PA assigned by STScI will be enforced for program update submission.
NIRSpec MOS and MSATA Observing Process
NIRSpec MOS Operations - Pre-Imaging Using NIRCam
NIRSpec Observation Visualization Tool (NOVT)
Aperture Position Angle Special Requirements
APT Aladin Viewer A timing special requirement is needed when NIRCam pre-imaging is requested in the same program.
When NIRCam pre-imaging is specified in the proposal,
- Add optional NIRCam or MIRI coordinated parallels, if desired. View the footprints of any parallels in APT in the Aladin viewer using the FOV button and by highlighting the NIRSpec observation. Select single aperture if the view is too crowded. If the NIRCam parallels are specified with joint subpixel dither options, make sure the NIRSpec exposure time is appropriate. Note that some joint subpixel dither options will double or triple the number of NIRSpec dithers, and may require adjustment of the MOS exposure duration parameters.
Coordinated Parallel Observations
JWST Coordinated Parallels Custom Dithers
APT Aladin Viewer The APT Visit Planner should be run to check the scheduling of the MOS visits created by the MPT. The APT graphical timeline may be useful for examining the layout of your MOS observation.
APT Visit Planner
APT Graphical Timeline- Your proposal is now ready for submission.
NIRSpec MOS program update
The following roadmap should be used by those who need to submit a program update for MOS observations. The information below follows from steps outlined in the Getting Started with Planning JWST Observations article. The program update (the second phase of the MOS submission process) follows a similar approach to the proposal submission. In this phase, observers will replan their MSA observations using an assigned Aperture Position Angle (that will be populated for the user in APT) and will also select reference stars for the MOS visits. Consult the NIRSpec MOS Observing Process for a details about this process.
This roadmap assumes the standard use of the MPT to define NIRSpec MOS observations using a Catalog. Details specific to other more specialized cases using pre-defined or custom MSA configurations are presented at various steps in the roadmap using the pull-down options shown. For an example program that uses the standard roadmap, please see the NIRSpec MOS Deep Extragalactic Survey article.
Roadmap for program update of MOS observations
- Before re-planning your MOS observation, familiarize yourself with any recent updates to the MOS process, recommended strategies, or target acquisition.
NIRSpec MOS and MSATA Observing Process
MOS Recommended Strategies
Background Recommended Strategies
MSA Leakage Subtraction Recommended Strategies
Moving Target Observing Strategies
NIRSpec Target Acquisition
NIRSpec MSA Target Acquisition - Regarding pre-imaging:
a) If NIRCam pre-imaging was specified in your proposal, a Catalog produced by, or derived from, the NIRCam imaging pipeline can be used. The NIRCam pipeline-produced Catalog should be available in the MAST archive. Until the pipeline has been updated to include an astrometry check, however, the NIRCam data used to derive the astrometry for your catalog of reference stars and targets need to be carefully vetted against Gaia stars. In particular, the MSA Target Acquisition Procedure has a very limited ability to correct for errors in the initial roll, and so it is strongly recommended that the rotation of the reference stars on the sky be aligned with that of the Gaia frame to better than a half arc-minute in rotation.
b) If no pre-imaging was requested in the proposal, you may have produced the source positions in your catalog from HST imaging or from imaging in past JWST programs. In either case, it is good practice to verify catalog positions against GAIA stars. When you specify the updated MSA Catalog in the Target folder in APT, please also consider uploading the available pre-imaging data at this time for association with any pipeline produced source spectra. To do so, select Pre-Imaging availability = "Is already obtained" and you will be asked to provide the imaging for the MOS program update submission.
MAST
Hubble Space Telescope Finder Images and Catalogs
Hubble Source Catalog
NIRSpec MOS Operations - Pre-Imaging Using NIRCam - Whether derived from NIRCam or other instrument pre-imaging, you will need to mark suitable reference star candidates for MSATA in the Catalog. For MSA target acquisition using reference stars, four additional columns must now be added to the Catalog for the Initial Program Update submission. These columns should be labeled NRS_F110W, NRS_F140X, NRS_CLEAR, and REFERENCE. The columns starting with "NRS_" should contain the AB magnitudes of each source in each of the NIRSpec TA filters. Suitable candidates should have ABmags in the range from 18th to 25th magnitude. The REFERENCE column should have a value of TRUE, YES, or 1 when a source is a good candidate reference star (i.e., isolated, and of suitable brightness), and FALSE, NO, or 0 otherwise. Read the NIRSpec MSATA Reference Star Selection Recommended Strategies article which describes the criteria for suitable reference star candidates and strategies for estimating their magnitudes in the NIRSpec TA filters.
NIRSpec MOS Program Updates (a companion to this roadmap)
NIRSpec MSA Target Acquisition
NIRSpec MSATA Reference Star Selection Recommended Strategies
NIRSpec MPT - Catalogs - Input the updated catalog as a new MSA Catalog Target into the APT Targets folder. Do not delete the old Catalog or any MPT plans or MOS observations made from it for now. If you have updated the Catalog from new imaging (e.g. adding new sources, or deleting some), you will need to design new MPT Plans. You may also consider changing the target weights at this time. If there were no changes to the Catalog other than the addition of columns in step 3, and its name has remained the same, you will be able to replan the MOS observations (with the same strategy as before) as described below in step 6.
NIRSpec MPT - Catalogs
MPT Catalogs - ExamplesFollowing initial program submission, users should not change the MOS observation number. During program implementation, MOS observations windows are identified on the long range plan and assigned an Aperture Position Angle. The internal mechanisms for keeping track of MOS observations can only happen if the observation number remains the same throughout implementation. Contact the JWST HelpDesk or your PC if you need to change the MOS observation number.
- Examine your MOS observation(s) in APT. If an Assigned Aperture PA has been provided for your program by STScI and is indicated in the observation template, any MOS observations prepared with a different angle will be flagged as needing an update. The assigned Aperture PA is anchored at the catalog Reference Position. Note that if there are offset pointings in the observation, a small adjustment is made to the Aperture PA of each pointing in order to keep the telescope roll fixed during an observation. MPT automatically adjusts the Aperture PA for you when designing MSA configurations at each derived pointing. However, when using MSA configurations created outside of MPT, and ingested into a MOS observation in APT, you will need to make sure the MSA configuration has been designed with the adjusted Aperture PA.
NIRSpec Multi-Object Spectroscopy APT Template If you are preparing your program using MPT, and have an existing MOS observation that you like, you can now simply replan it in MPT at the Assigned Aperture PA using the Replan button on the Plans pane of MPT. Note however, It is often possible to improve results by exploring different planning strategies in MPT. Investing some time in trying different strategies can result in more efficient observations with more highly-weighted sources. MPT results depend on a wide range of factors: the catalog density and extent, the source distribution, the search parameters, the number and spacing of dithers, the slit shape used, source centering constraints, etc. Changes to the observations (e.g., number of dithers and exact positions) are expected and allowed, to optimize results for the new assigned angle. In testing new Plans, first determine whether changes to your dither strategy are needed for your NIRSpec MPT-generated MOS observations. Nods and dithers are normally specified in the MPT Planner, which allows MPT to flexibly select the best pointings for those dithers. Alternatively, nods and dither offsets can be added after the fact in the MOS observation template (or even using the MSA Configuration Editor for custom MOS observations, described below).
NIRSpec Dithers and Nods
NIRSpec Dithering Recommended Strategies
NIRSpec Multi-Object Spectroscopy APT Template
NIRSpec MSA Planning Tool, MPT
NIRSpec MPT - Catalogs
NIRSpec MPT - Planner
NIRSpec MPT - PlansOR re-plan your custom MOS observation at the assigned Aperture PA
- When you have determined the best plan in MPT (either the updated plan from the placeholder observation, or one you have re-designed), then update the older MOS observation. To do so, as described in the NIRSpec MPT - MOS and MSATA Program Updates article, highlight the observation that you wish to replace in the APT tree. Then, select the preferred plan in the Plans pane of MPT, and click Update Observation there to apply the selected plan to the highlighted observation. The old observation will be replaced with the new one. Keep your MPT plans, especially those that were used to update the observation. This will aid with investigating any problems you may encounter during program development.
For most MOS programs, the program update must be finalized in time for the initial MOS program update submission deadline. Note that the shutter operability will evolve with time. APT will indicate when there are shutter conflicts due to evolving shutter status for planned observations. If MPT is not needed for your observation, make the changes you need in your program to use the assigned angle. Changes to your observing strategy are allowed in many cases, as long as you keep within your total allocated time. Some changes require approval, e.g. changes that could cause duplications with other programs (like changes in filters, gratings, etc.) Your program coordinator will alert you if approval is needed for a change.
NIRSpec MOS Program Updates (a companion to this roadmap)
MSA shutter operability - Using the updated Catalog source brightnesses, check the exposure and detector readout parameters for your NIRSpec MOS science observations and TA exposures using the Exposure Time Calculator (ETC). Perform these calculations by bracketing the range of expected source brightnesses in the wavelength bands of interest, avoiding saturation of the brightest sources. ETC workbooks are provided for each instrument mode to illustrate parameter selection.
NIRSpec Detector Recommended Strategies
JWST ETC Target Acquisition In the MOS observation template, update or specify the correct exposure duration parameters for your science observation in your MOS observation (Readout Pattern, Groups/Integration, and Integrations).
Understanding Exposure TimesMOS observations that use an MSA Catalog Target are required to use the MSATA methodology with selected reference stars for each visit. This is so that the sources can be positioned accurately into their planned slitlets in the MSA configurations. To select reference stars for each visit, first open the Observation folder and highlight the first visit in the hierarchical tree (the left panel of the APT GUI). APT will display a view of the MSA shutters. If there are sufficient suitable reference stars designated in the catalog that are covered by the MSA footprint at the initial pointing in the visit, and are in operable shutters, there will be one or more reference star bins available for selection in the pull-down menu. Make a selection from the Reference Star Bin pull-down menu. The reference star positions should then appear in the shutter view as small black boxes. Eight candidate reference stars are nominal (5 is the minimum). Usually, the top item in the pull-down menu is the recommended selection. Selecting a bin will cause the selection of the MSATA readout pattern and filter. The default is to use the automatically-generated MSA configuration for the imaging associated with MSATA, which is meant to prevent persistence from bright objects that are in the MSA. This is suitable for most cases. This selection process must be repeated for each visit of the MOS observation to fully define the observation.
NIRSpec MSA Target Acquisition
- Add optional NIRCam or MIRI coordinated parallels, if they were requested in the accepted proposal. View the footprints of any parallels in APT in the Aladin viewer. Highlight the NIRSpec observation and click the View in Aladin button in the APT toolbar. Use the FOV button in the Aladin to see the footprints. Select single aperture if the view is too crowded.
Coordinated Parallel Observations
APT Aladin Viewer - Select a joint dither option, if it was specified in the accepted proposal. If the NIRCam parallels are specified with joint subpixel dither options, you may need to adjust the NIRSpec exposure time as appropriate. Some joint subpixel dither options will double or triple the number of NIRSpec dithers.
JWST Coordinated Parallels Custom Dithers
Coordinated Parallel Dither Tables - Check Confirmation image parameters if these were specified in your proposal to make sure they are suitable.
NIRSpec MOS Operations - Confirmation Images - Run the APT Visit Planner for the updated observation.
APT Visit Planner - Check that the data rate and data volume limits are not violated. Resolve any errors that may appear in the program.
JWST Data Volume and Data Excess - Your program update is now ready for submission. Deadlines for submission are outlined in the NIRSpec MOS and MSATA Observing Process article.
NIRSpec MOS and MSATA Observing Process
References
Karakla, D. et al. 2014, Proc. SPIE 9149
The NIRSpec MSA Planning Tool for multi-object spectroscopy with JWST