Giorgio Apollinari FNAL Endcap Muon M&O L2 Manager CMS - M&O Scrutiny Review April 8-10, 2003

1. Giorgio Apollinari • FNAL • Endcap Muon M&O L2 Manager • CMS - M&O Scrutiny Review • April 8-10, 2003

2. Outline • Introduction • M&O Phase Description and Management Structure • Scope and Deliverables of M&O Phase • Major Milestones • M&O Phase Planning • Activities • Manpower Resources • M&S Resources • WBS • Line-by-line Scrutiny

3. M&O Phase General Scope • Commission CSCs, FEE & Peripheral Electronics • Define Project Completion • Full Installation up to and including connectivity tests • Operate CSCs, FEE & Crates as HEP Detector • Gas, Cooling Water (CSCs & Crates), HV, LV, …. • Read out EMU (DAQ System) • Control EMU (DCS System) • Slice Test • From Cosmic m to Mass Storage • Track a Trigger Primitives a DAQ Chain a Physics Object • Transition from Commissioning to Operation • Upgrades

4. M&O PhaseManagement Structure • Maintenance & Operation: • Direct line of management structure with 6 main L3 tasks: • CSC Maintenance • FEE Integration & Maintenance • DAQ Interface and Slice Test • DCS Controls • Alignment, Calibration & Database • Operations • US CMS, IHEP China and PNPI Russia will share responsibilities for the commissioning of the ME2, ME3 and ME1/2-ME1/3 system commissioning. • For more on the Management Structure, see the attached document “CMS Endcap Muon Chambers M&O Phase Management Organization”.

5. M&O PhaseScope of Work (1) • The M&O Scope of work is described in the attached document “CMS EMU M&O Phase Guidelines, Responsibilities and Scope of Work”. • The document lists: • Expected Deliverables from the Project phase • M&O Deliverables • Major Milestones • Concurred on by L2 Project Manager, as well as L1-L2 M&O Managers.

6. M&O Scope of Work - ExampleCSC Maintenance (1)

7. M&O Scope of Work ExampleCSC Maintenance (2)

8. M&O Major Milestones • M&O EMU Milestones • Ex: DAQ Milestones • (V33) ME “slice” Test (2 Stations) in SX5 30 Nov ‘04 • (V33) CMS Ready in UX5 30 Apr ‘07

9. M&O – Resources Management Model (1) • Based on CDF Commissioning & Operation experience • Funding for Critical Expertise and Institutional MemoryManpower (i.e. Engineers) to individual EMU institutions. • Funding justified according to the M&O tasks subscribed by each institution. • Usual approval chain in effect (L1,L2, SOWs, …) • Funding for foreign collaborator support allocated according to signed CMS MOUs (PNPI, IHEP) • M&S funds in L2 hands • Decrease “funds transfer” problems among Institutions. • Allows flexibility in funds usage. • Funding for “low level” technical manpower (mechanical and electronics technicians, riggers, etc.) and Software Engineering in L2 hands • Allow flexibility in management of technicians and/or software engineers.

10. M&O – Resources Management Model (2) • “L2” Funds • M&S • Technical Manpower • Software Engineering • Foreign Collaborators • Institutional (“L3”) Funds • Mechanical Engineering • Electronics Engineering

11. EMU M&O Funding • Total M&O EMU Funding 11.3 M$ • Institutional Manpower 3.6 M$ • FNAL “M&S” 3.7 M$ • CERN “M&S” 4.0 M$

12. M&O vs. Base Program Manpower • Total Average • M&O funded manpower 33 FTE-year ~ 5.4 FTE-year • Base Program (RA,PD) 122 FTE-year ~ 21 FTE-year • Base Program @ CERN (RA,PD) 81 FTE-year ~ 13 FTE-year (65%)

13. 40 DDU Board (Ohio State) C C B D M B T M B D M B T M B D M B T M B D M B T M B D M B T M B M P C T M B D M B T M B D M B T M B D M B T M B D M B C O N T R O L L E R CFEB CFEB CFEB CFEB CFEB 1 of 2 1 of 24 ALCT LVDB CSC M&O Manpower – El.Eng. (1) • Boards • 3000 “complex” PCB • 10000 “simple” PCB • 52 VME Crates 475 Trig Motherboard (UCLA) 48 Clock Control Board (Rice) 475 DAQ Motherboard (Ohio State) 48 Slow Control (Ohio State) 48 Custom Backplane (Florida) FED Crate in USC55 2297 Cathode Front-end Board (Ohio State) 475 Anode LCT Board (UCLA) 475 LV Dist Board (Wisc, UCD) 9742 Anode Front-end Board (CMU/PNPI)

14. M&O Manpower – El.Eng. (2) • CDF Commissioning & Operation experience • CDF Calorimeter FEE and Readout: 250 “complex” VME Cards (M.L.-P.W.) • 6 FTE-y PD • 1 FTE-y EE • CDF XFT Electronics: 216 “complex” VME Cards (R.H.) • 6 FTE-y PD • 1.5 FTE-y EE • Total EE Resources in EMU M&O Electronics Commissioning • 3000 “complex” Cards • 10000 “simple” FEE Cards • 56 FTE-y PD in M&O plan ~71% of CDF Experience • 11 FTE-Y EE in M&O plan ~70% of CDF Experience • EE & E-PD effort is comparable, but on the low side, of what has been the CDF Commissioning experience

15. M&O Manpower – Soft.Eng. • CDF Commissioning & Operation experience (M.L.) • CDF Computing group: 24 FTE for ~2 years (B.Harris group) • FNAL PPD Computing Professionals on CDF: 4 FTE for ~2 years. • FNAL DB Programmers: 3 FTE for ~2 years. • Institutional Contributions: 10 FTE for ~2 years. • Total: ~80 FTE-year of Programming Manpower in CDF Commissioning • D0 DAQ development (P.P.) • 15 FTE-year, mostly “staff” • Total Software Engineering Resources in EMU M&O. • Software Engineering on M&O funds: 26 FTE-years • L2 18 FTE-year • Institutions 8.5 FTE-year • Software Eng. Effort in EMU is considerably lower than CDF. • CMS EMU is not CDF/D0 (but it’s not far from CDF/D0 either) • EMU + HCAL + Trigger will have to provide sizable contributions to Soft. Eng. • Institutional Manpower (Base Program) will play a considerable role.

16. M&O Ongoing Activities • M&O activities ongoing on two fronts • DAQ Development Effort • CSCs commissioning in SX5:gas setup