SOFIA SCIENCE UTILIZATION POLICIES Pamela M. Marcum SOFIA Project Scientist SSSC Feb 19, 2010

1. SOFIA SCIENCE UTILIZATION POLICIES Pamela M. Marcum SOFIA Project Scientist SSSC Feb 19, 2010

2. OVERVIEW The purpose of this discussion is to give a overview of what the SOFIA Program-level policies are regarding data rights and observing policies. I will be asking for your thoughts regarding the role of different classes of science instruments (FSI vs PSI, SSI) in future generations of instruments.

3. PURPOSE OF THE SUP • The 10 Science Utilization Policies: • are defined in a program-level document signed by various NASA HQ officials and the SOFIA Program Office. • serve as the basic agreement between the Program and the NASA Science Mission Directorate on the scientific operation of SOFIA once routine science operations begin. • are written with the intent to maximize the scientific return from SOFIA and the public understanding of this science, subject to cost constraints. • ensure fair access to the mission both for the astronomical community at large and for those who built it. • provide the SOFIA Program some flexibility in their implementation. • apply only to the US portion of SOFIA science time (MOU between NASA and DLR establishes the 20/80% partnership)

4. POLICY OVERVIEW POLICY 1 – SOFIA Science Operations Profile POLICY 2 – Categories of SOFIA Science Instruments POLICY 3 – Categories of Observing Time POLICY 4 – Allocation of Observing Time POLICY 5 – Protection and Use of Guaranteed Observing Time POLICY 6 – Distribution of Data, Data Rights, Access to Archived Data POLICY 7 – Funding of Data Analysis POLICY 8 – Deployments POLICY 9 – Instrument and Technology Development POLICY 10 – NASA Needs for Support of Other Missions

5. SOFIA SCIENCE OPERATIONS PROFILE • involves science instrument teams, SMO personnel, members of general astronomical community. • observatory still in development • reduced science capabilities • science policies are given in the Short Science and Basic Science Data Rights Agreements • overlaps/interleaved with the conclusion of the initial development phase. • science flight rate and performance are expected to be lower than what SOFIA will ultimately be capable; facility sensitivity and efficiency will not be guaranteed or perhaps even fully characterized. • phasing of development with science observations during this period is a scientific and operational decision made by the Program Manager in consultation w/ the Project Scientist and the SMO Director. • starts when the observatory performance requirements have been fully verified/validated (w/ exception of flight rate); all 1st-generation science instruments commissioned. • continues through the end of SOFIA’s operational lifetime. EARLY SCIENCE SHARED PURPOSE FULL OPERATIONS

6. CATEGORIES OF SOFIA SCIENCE INSTRUMENTS

7. CATEGORIES OF SOFIA SCIENCE INSTRUMENTS Should the distinction between “FSI” and “PSI” be continued in future generations of instruments?

8. CATEGORIES OF SOFIA SCIENCE INSTRUMENTS Should SSIs be part of the mix of future generations of instruments?

9. CATEGORIES OF SOFIA SCIENCE INSTRUMENTS Should SSIs continue to play the same role in the GI program?

10. Granted to instrument teams to commission their instruments; additional time as reward for efforts in developing/delivering the FSIs, protected targets • special agreement w/ FIFI-LS team to allow general US community access in return for guaranteed time (via Extended Observing Opportunity Program, EOOP) GUARANTEED • allocated by the SMO Director, not peer-reviewed by the annual peer review process • data not subject to the proprietary period and will be made public immediately. • include some TOOs, special projects that the Director feels are important for the good of the observatory (e.g., allowing effective/efficient use of scheduling), and potentially high scientific impact projects considered to risky to propose through the TAC process. • allocation of discretionary time reviewed annually by SSPC DISCRETIONARY • evaluated via peer review; final selection made by SMO Director • proposals for US allocation can be submitted by anyone except those affiliated with German institutions GENERAL INVESTIGATOR • aircraft maintenance and observatory engineering upgrades (calibration, validation) NON-SCIENCE ENGINEERING TIME CATEGORIES OF OBSERVING TIME

11. ALLOCATION OF OBSERVING TIME • 80/20% share between US/Germany time allocation • Allocated time for “duplicate observations” must receive explicit approval by the SMO Director

12. DISTRIBUTION OF DATA, DATA RIGHTS, AND ACCESS OF ARCHIVAL DATA • Proprietary period of 1 year; may be extended by the SMO director in cases where an extension is warranted (e.g., major changes in pipeline software) • Data obtained through non-peer review (discretionary time, engineering time, calibration time, etc) not subject of proprietary period and made public immediately.

13. QUESTIONS • Should the distinction between “FSI” and “PSI” be continued in future generations of instruments? • Should SSIs be part of the mix of future generations of instruments? If so, should they continue to play the same role in the general GI program?