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Internal Technical Memorandum ITM-1998-04

Notes on v8.0.1 of the Phase II Proposal Instructions
D. Soderblom October 1, 1998

ABSTRACT
Version 8.0.1 of the Phase II Proposal Instructions is substantially different from previous editions. This ITM discusses some of its features (and reasons for them), provides descriptions of formatting for document maintenance purposes, and lists the OPRs that were closed in producing v8.0.1.

1. The Previous Phase II Proposal Instructions
The document referred to here is designated as Version 8.0.1 of the Phase II Proposal Instructions ("P2PI"). As explained in the Introduction to P2PI, the previous version was "9," and a new number series was adopted so that henceforth P2PI and RPS2 would be issued together and will have concordant version numbers. P2PI will use three-part numbers, so little confusion should result. Version 8.0.1 has been formatted for effective presentation both on paper and via the web as a Portable Document Format (pdf) file. A pdf file is easy and quick to download, and, once opened, can be left on one's screen as a ready reference. The pdf document provides all of the capabilities of html and more, and there are no current plans to produce an html version of P2PI. Experiments showed that a significant effort would be needed to produce good-looking and effective html. The pdf document provides html features and is easy to produce.

2. Features of the New Phase II Proposal Instructions Content
The entire P2PI has been thoroughly edited for consistency of style, and many changes made to ensure completeness and accuracy. See Section 4, "PROPINST OPRs," on page 3.

Navigation
Each page has a "Back" button to return the reader to the previous location. Buttons are also available to take the reader to the start of the current chapter they are in, or to the Table of Contents at the beginning of P2PI. Readers can click on cross-references in pdf to jump to the referenced location. These cross-references are shown in blue, except in colored (conditional) text, where their presence is ordinarily obvious from context. The Table of Contents is entirely cross-referenced to take the reader straight

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Internal Technical Memorandum ITM-1998-04 to a topic. The first page of each chapter lists major headings, tables, and figures as cross-references for the same purpose.

Logo
For easy identification of this document and its components, a Phase II logo was created by the Graphics group and included at the start of each chapter. It is recommended that this logo be used elsewhere within the Phase II process (e.g., RPS2) so that users can identify their location easily and confirm the version number.

Phase II v8.0.1
Bulk
The total size of P2PI has been reduced substantially by using better page layout. Some text has been removed, but more has been added as well.

Access
With the release of v8.0.1 there is no longer intent of support of paper copies of P2PI; instead we expect HST users to download the current version to view or print as they please at their home institution. Doing this ensures that the user is getting the most current version, it provides them with the full functionality of the pdf document, and it eliminates the substantial cost of printing and distribution. Two version of P2PI have been produced: p2pi_v801.pdf and p2pi_v801_ENG.pdf. The former is the GO version and is freely available over the web. The latter Engineering version is visible only from within STScI.

3. Document Notes
3.1 Paragraph Numbering
This is now done automatically by FrameMaker. One implication is that the numbers of sections, tables, and figures is no longer absolute. To refer to numbered text, cross-reference formats must be used. These have the additional benefits of being self-maintaining and of being converted to hypertext links in html.

3.2 Version Number
Any reference to version number should be by reference to the "p2pi version" variable.

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Internal Technical Memorandum ITM-1998-04

3.3 Chapter, Page, and Part Numbering
Chapter and page numbers are generated automatically. Pages are numbered within chapters (e.g., 2-5).

3.4 Conditional Text
There are four types of text in this document.

GO
GO text is Unconditional and is set in black. It will appear in both the GO and ENG versions.

Engineering
Engineering text is set to Condition tag "Engineering" and Character Tag "Engineering" so that change bars appear next to this text. It appears in green. Engineering text is intended for comments that are not specifically "Available" or "Restricted" but which need to appear only in the ENG version. It is also used for text set in place to be invoked in a future edition.

Available
Available but Unsupported modes are set as Condition tag "Available" and Character Tag "Available." Both are needed for the text to appear properly in Frame, in PDF, and in HTML. Available text is magenta and appears with a tag of "Available but Unsupported."

Restricted
Restricted mode text is set with Condition Tag "Restricted" and Character Tag "Restricted." This text appears as red and is always accompanied by a "(Restricted)" warning tag as well.

Conditional Text in Tables
Table cells are not ordinarily given a conditional setting even when their surrounding text is because they are in separate text flows. To make table cells conditional it is possible to select a group of cells and to then apply a condition tag. This results in the boundaries of this area being highlighted with cross-hatching, which can interfere with legibility. I have preferred to set the condition tags of table cells one cell at a time because the appearance is very much better, even though the process is laborious.

3.5 Character Formats
The use of Available, Engineering, and Restricted character formats has just been explained. As noted, they are needed in addition to the Condition Tags so that the text appears in the proper color in all document versions. "Bold" is probably the most-frequently used character format. It must be applied to text if the boldfacing is to show up properly in all the document versions.

4. PROPINST OPRs
The mechanism for identifying errors, deficiencies, or needs in P2PI is the Operations Problem Report (OPR). OPRs can be filed or viewed by going to
http://www.sesd.stsci.edu/prsystem/

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Internal Technical Memorandum ITM-1998-04 and selecting "PROPINST." This version has incorporated as many OPRs as possible, summarized below.

5. Acknowledgments
Previous editors of the Phase II Proposal Instructions have included Howard Bond, Ron Downes, Jim Fraher, Larry Petro, Brad Whitmore, and Ron Henry. I would especially like to thank Ron Henry for his help in preparing this document. Many others have also provided useful information or advice, including A. Koratkar, P. Stanley, G. Miller, K. Peterson, R. Douglas, A. Roman, D. Golombek, A. Lubenow, E. Perriello, and P. Royle. We also thank the SSD instrument groups for their help.

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Table 1. OPRs Incor porated into Version 8.0.1

Internal Technical Memorandum ITM-1998-04

Section OPR 31469 31710 32903 33011 33044 33105 33590 33665 33934 33938 33957 33959 33998 34108 34185A 34185B 34185C 34185D 34185E 34301 34343 34359A 34359B 34389 34393 34394 3.7 6.3 2.3.1 -- 4.7 T9.6 4 6.3 19.5 2.3.1, 2.3.2 3.11 5.2 7.2.3 6.1, 6.2 9 9 5.6.2, T5.2 6.3 9.3 17 17 Ch 6 7.1.3 8.1 12 12 6.6.2, T6.1, T6.2 8.3 12.1.2 15 15 5.1.7 8.3 4.1 5.2.4 5.2.7 T12.6 5.2 8.3 11 4.1 8.2, T8.1 9.5 9.1, T9.1 12.2.1 Current (v8.0.1) 8.2, T8.1 Description Old (9E) 9.1, T9.1 WFPC2: pre-flash Need to identify TOO and EARLY ACQ in proposals WFPC2: Option CLOCK=YES should be used with caution STIS: instructions for PATTERNs Remove target number range for generic targets Fixed Targ: Unclear about parallax on offset targets Parallels: Sets of coordinated primes and parallels must be one orbit Basic: Document "avail_ok" SS Targ: GREAT_CIRCLE and STELLAR made "Available" SS Targ: Drop angle with MAX/MIN and moving target windows STIS: Monitor bias values for subarrays SS Targ: Require four-digit years with EPOCH Parallels: Clarify limitations on NICMOS: Remove CR-ELIM=NONE from RAMP mode Basic: Pure parallels syntax Fixed Targ: Pure parallels syntax Logsheet: Pure parallels syntax SpReq: Pure parallels syntax Parallels: Pure parallels syntax STIS: Allow use of deuterium (D2) lamp with CCD STIS: Change 0.3X0.05ND to "supported" Logsheet: Support ANY target Parallels: Support ANY target STIS: Missing ACQs; RPS2 should warn COSTAR: Missing text for FOS mode COSTAR: Missing text for GHRS mode add to P2PI TRANS? OK'd 980330 was already in place; not in Henry list PED; rejected added as placeholder; needs TRANS not PROPINST; rejected 980528 980617 980528 980528 980617 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 980528 Comment Closed

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Section

Internal Technical Memorandum ITM-1998-04

OPR 34395 34396 34397 34398 34399 34400 34401 34402 34403 34449 34475 34497 34531 34539 34541 34589 34677A 34677B 34688 34901 34921A 34921B 34921C 34921D 34921E 34921F 34921G

Current (v8.0.1) -- -- -- -- -- -- -- -- -- 9.6, 9.7, T9.1 19 4 7 7 4.5

Description Old (9E) -- -- -- -- -- -- -- -- -- T12.1, 12.22., 12.2.3 11 5.2 7 7 5.2.5 TOC: Missing hypertext links for tables TOC: Missing hypertext links for chapters All: Missing hypertext links to sections All: Missing hypertext links to tables All: Missing table titles All: Some tables concatenated All: Figures not displayed properly All: Missing index All: Improper conversion of Frame to html Allow GO/CAR proposal type STIS: Optional parameter LAMP for TIME-TAG observations NICMOS: Support compromise focus position SS Targ: Require EPOCH with a rate parameter SpReq: Disallow POS TARG on internal exposures SpReq: Clarify SAME POS wording SS Targ: Allow angular units for ephemeris uncertainty STIS: Reorder PATTERN optional parameters? NICMOS: Reorder PATTERN optional parameters?

Comment

Closed 980528 980528 980528 980528 980528 980528 980528 980528 980528

not in Henry list

980528 980528 980528 980528 980528 980528 980528

6

moot due to patterns in Transverse moot due to patterns in Transverse

980716 980716 980528 980528 980528 980528 980528 980528 980528 980528 980528

7.3.3 9 1 2 3 4 5 6 7 12 -- 2, 3, 4, 14 5.1, 5.3 5.2 6 8 7

SpReq: More description of SAA CONTOURs STIS: BUFFER-TIME should be an integer Intro: New conventions for Engineering, Available, and Restricted Basic: New conventions for Engineering, Available, and Restricted Fixed Targ: New conventions for Engineering, Available, and Restricted SS Targ: New conventions for Engineering, Available, and Restricted Logsheet: New conventions for Engineering, Available, and Restricted Parallels: New conventions for Engineering, Available, and Restricted SpReq: New conventions for Engineering, Available, and Restricted

Section

Internal Technical Memorandum ITM-1998-04

OPR 34921H 34921I 34921J 34921K 34921L 34921M 34921N 34921O 34928 34950 34973 34981 35161 35186 35188 35197 35199 35201 35204 35207 35232A 35232B 35257 35328 35358 35365

Current (v8.0.1) 8 9 10 15 16 17 18 19 7 9 T9.6 3.4 2.3.2, 5.2 7 7 T9.5 9.5, 9.6, 9.7 7 7 T9.6 9.5, 9.6, 9.7 19 2 4 5.6 4

Description Old (9E) 9 12 13 10 -- 15 16 11 7 12 T12.6 5.1.4 8 7 7 T12.5 12.2.1, 12.2.2, 12.2.3 7.2.5 7.2.3 T12.6 12.2.1, 12.2.2, 12.2.3 11 -- 5.2 6.6 5.2 WFPC2: New conventions for Engineering, Available, and Restricted STIS: New conventions for Engineering, Available, and Restricted FGS: New conventions for Engineering, Available, and Restricted FOC: New conventions for Engineering, Available, and Restricted ACS: New conventions for Engineering, Available, and Restricted COSTAR: New conventions for Engineering, Available, and Restricted S/C: New conventions for Engineering, Available, and Restricted NICMOS: New conventions for Engineering, Available, and Restricted SpReq: SM proposals should be SCHED 100% STIS: WEDGEA or WEDGEB not identified in figure STIS: CCD fringe flats Fixed Targ: Update URL for GSSS Parallels: Point PED help to P2PI SpReq: Allow PCS mode options with S/C configuration SpReq: Fix ORIENT example in Fig. 7.2 STIS: Disallow secondary tilts STIS: Note exposures are quantized SpReq: Improve description of MAX DUR SpReq: SAA CONTOUR values STIS: Disallow x-disp elements with WAVE STIS: Error when SAME POS and PATTERN conflict NICMOS: Error when SAME POS and PATTERN conflict Basic: Remove Scientific Category SS Targ: Add to standard bodies Logsheet: Warn when EARTH-CALs are in same visit as externals SS Targ: Require EPOCH with position angle

Comment

Closed 980528 980528 980528 980528 980528 980528 980528 980528

Needs PP OPR; remove Figures deleted; ref. to STIS IH

980528 980819 980528 980528 980528

7

Restricted Use new non-FOC examples

980528 980528 980528 980528 980528 980528 980528

check P2PI check P2PI made "Available"

980528 980528 980528 980528 980528

OPEN; see OPR 35406

980528

Section

Internal Technical Memorandum ITM-1998-04

OPR 35369 35399 35447 35481 35517 35697 35795 35841 35851 35868 36101 36144 36177 36213 36332 36379 36380 36399 36417 36444 36585 36586 36609 36670 36671 36676 36681

Current (v8.0.1) 9 19 6 7 7 9.5 9.3 9 7 2 7 7 19 -- 9.4 -- 12.2 T9.5 9.7 9.5 9.5

Description Old (9E) 12 11 8 7.2.1 -- 12 12 12 7 -- 7 7 11 -- 12.1.3 -- -- T12.5 12.2.3 12.2.1 12.2.1 STIS: SIZEAXIS2, SIZEAXIS1, CENTERAXIS2, CENTERAXIS1 ranges NICMOS: FOMXPOS, FOMYPOS Parallels: Rules for generic and ANY targets SpReq: Tighten restrictions on SAVE OFFSET/USE OFFSET SpReq: New special requirements to replace TRANS manual merging STIS: Allow CR-SPLIT=NO with internals STIS: Allow smaller CCD subarray size for ACQ/PEAK and MIRROR STIS: 1575 A wavelength illegal with G140L SpReq: Format of SEQ NON-INT Basic: Add "NASA" proposal type SpReq: Require four-digit dates SpReq: Clarify NON-INT wording NICMOS: Allow POS TARG with NIC2 ACQ All: html version needs more links STIS: Make STIS/MAMA ACQ/PEAK illegal RPS2: Incorporate RPS2 Users Manual into P2PI RPS2: Changes to text STIS: Make 0.2X0.2 aperture "Available" with G750L STIS: Disallow multiple exposures in TIME-TAG mode STIS: Disallow CR-SPLITs and multiple exposures with STIS pure parallels STIS: CR-SPLIT should default to NO for STIS pure parallels STIS: Remove FGS DATA-RATE optional parameter Calibration targets are also descriptive keywords

Comment

Closed 980528 980528 980528 980528

done as "Engineering" text Wait?

980528 980528 980528 980528 980528

made "Available"

980528 980528 980528 980528 980528

8

section remains as "Engineering"

980528 980528 980528 980528 980528 980528

TRANS TRANS; for Cycle 8

980617 980617 980528 980528 980617 980617 980528

7 7 6 7.

7 7 8 7

SpecReq: Improve text on SAME POS SpecReq: Improve explanation of POS TARG Parallels: Clarification in section on coordinated parallels Change SAVE OFFSET and USE OFFSET to "Available"

Section

Internal Technical Memorandum ITM-1998-04

OPR 36682 36699 36755 36759A 36759B 36761 36804 36808 36816 36875 36876 36933 36934

Current (v8.0.1)

Description Old (9E) Restore text on spatial scans All: Change "Available" to "Available but Unsupported" SpReq: Allow NEW OBSET FOC: Make FOC "Available but Unsupported" for Cycle 8 NICMOS: Make NICMOS "Restricted" for Cycle 8 STIS: New list of supported apertures Basic: Include PROP file template SpReq: Allow multiple ranges of angles for ORIENT FixedTarg: New keyword: Coordinate_Source SpReq: "SAA CONTOUR" not spelled correctly SpReq: Remove "GROUP FGS WITHIN" Visits and Exposures: Drop usage of "logsheet" in P2PI STIS: Drop ACQ/PEAK mode with MAMA detectors STIS: Do not allow subarrays with MAMA detectors STIS: Add GOWAVE and CCDFLAT Basic: Document proposal types SpReq: Target of Opportunity Special Requirement Basic: Changes to Data_Distribution STIS: Make certain wavelengths Available but Unsupported FGS: Make FGS-1 prime FGS: Change F650W to F605W for FGS-1 FGS: Disable SCAN mode SpecReq: Make ONBOARD ACQ FOR illegal unless ACQ mode STIS: Supported grating-aperture combinations Remove PCS MODE Coarse

Comment

Closed 980806 980528 980528 980528 980528 980617 980528 980528 980528 980528 980617 980617 980617 980617 980730 980617

9

36935 36936 36942 37013 37091 37192 37219 37220 37221 37240 37343 37379

rejected, do at program level

980617 980716 980716 980806 980806 980806 980806 980828 980828

Table 2. OPRs to be Incor porated into Next Version

Internal Technical Memorandum ITM-1998-04

Section OPR 36674 37225 37500 Current (v8.0.1) 2 Description Old (9E) -- Need introductory text on ACQs SI: support new PATTERN syntax Parallels: Disallow STIS and FOC coordinated parallels Comment Confirmed

Table 3. PROPINST OPRs That Cannot be Closed; On Hold
Section OPR 31873 34027 34081 34957 35054 36557 Current (v8.0.1) 7 Description Old (9E) 7 SpReq: Add graphs to show target visibility data SS Targs: Allow use of logical NOT SpReq: Allow ORIENT as exposure-level requirement SpReq: remove ONBOARD ACQ FOR and change INT ACQ FOR Parallels: Add coordinated parallel restrictions for STIS PATTERNs SpReq: Make visit fit in orbital units Assess need TRANS assessment needed not supported by software on hold still OPEN for PP TRANS assessment needed Comment Confirmed

10

Table 4. OPRs on Hold for Future Inclusion

Internal Technical Memorandum ITM-1998-04

Section OPR 34582 35060 35531 35779 35970 36197 36486 36888 37467 Current (v8.0.1) Description Old (9E) ACS: Proposal instructions ACS: Proposal types ACS: Update for internal lamps ACS: ALIGN mode ACS: HRC ACQ mode and coronagraphic observations ACS: Ramp filters ACS: Allow DROP TO GYRO ACS: SBC and WFC fixed filter offsets ACS: Phase V Proposal Instructions not in Henry list not in Henry list Comment Confirmed

11

Table 5. Changes to P2PI with No OPR

Internal Technical Memorandum ITM-1998-04

Section OPR -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- 2 -- 5.1.4 T5.14 T7.2 8.4 14.1 -- 5.1.4 5.2.4 2.3.2 Current (v8.0.1) T3.3T3.7, T3.11 2 Description Old (9E) T5.3T5.7, T5.11 2 Remove arbitrary groupings of keywords Strengthen wording about accepting proposals with RPS2 errors Change wording such as "FOC/96" to "F/96" Note that team Contact is only one who may make Change Requests Change "Kspots" to "K spots" in WFPC2 chapter Remove reference to target coordinate accuracies Why "lambda(III)" for Jupiter? Let GOs see that visit numbers are base 36 Emphasize difficulty of scheduling programs with multiple special requirements Need new confirmation chart Need description of associations? Need plate IDs for Hipparcos coordinates? Quantify bright-object limits for unfiltered STIS/CCD exposures Is note on jitter needed? Clarify example of ordering restrictions Improve examples Change ^ and _ symbols to super- and subscripts Done Done Done Done Checked 980819 Irrelevant Closed irrelevant Done Done Done as Appendix A Irrelevant for P2PI source of coord's now required refer to STIS IH unimportant superseded by new parallel info OPEN OPEN Golombek Golombek Golombek Golombek Golombek Golombek Storrs Golombek Golombek 980814 Noll Golombek Gilliland Gilliland Golombek Comment Confirmed

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