Designing the Future of Exoplanet Exploration: Mission Studies for the 2020 Decadal Survey

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Designing the Future of Exoplanet Exploration: Mission Studies for the 2020 Decadal Survey Karl Stapelfeldt Chief Scientist, NASA Exoplanet Exploration Program Office Jet Propulsion Laboratory, California Institute of Technology Member, HabEx and LUVOIR Mission Study Teams Thanks to Peter Plavchan (GMU), Margaret Meixner (STScI), and the LUVOIR & HabEx study teams for much of this material Pre-Decisional Information -- For Planning and Discussion Purposes Only 2018 California Institute of Technology. Government sponsorship acknowledged. CL #18-2409

WFIRST JWST 2 ARIEL Missions TESS Kepler PLATO LUVOIR 5 CHEOPS 4 Spitzer Gaia Hubble 1 CoRoT 3 Starshade Rendezvous 5 HabEx 5 NASA Missions Non-NASA Missions OST 5 W. M. Keck Observatory 1 Large Binocular NASA/ESA Partnership 2 Telescope Interferometer NN-EXPLORE NASA/ESA/CSA Partnership 5/15/2018 3 CNES/ESA KISS Gravity Lens workshop 4 ESA/Swiss Space Office Ground Telescopes with NASA participation 5 2020 Decadal Survey Studies

Exoplanet Mission News TESS mission launched a month ago, all OK so far ESA selected ARIEL transit spectroscopy mission for 2028 launch. U.S. expected to contribute hardware 04/26/2018 Boston University Space Physics Seminar

Kepler and K2: Frequency of rocky planets Kepler prime mission concluded in FY 17 Final data Products delivered. 2327 confirmed exoplanets, ~2000 additional candidates. Roughly 20 confirmed Earth-sized exoplanets in HZ. K2 has found 309 confirmed exoplanets with 500 additional candidates. These include high value small planets around bright stars K2 microlensing campaign has found > 600 events, number of planets TBD K2 will exhaust its fuel in summer 2018 leading to loss of fine pointing 04/26/2018 Boston University Space Physics Seminar

5/15/2018 KISS Gravity Lens workshop

FUTURE EXOPLANET SPECTROSCOPY: WFIRST MISSION, 2025? Surplus space telescope with 2.4 m aperture for wide field near-infrared imaging (dark energy, exoplanet microlensing). #1 priority for space astronomy in 2010 Decadal Survey. Coronagraph will be first flight of wavefrontcorrecting deformable mirrors that should enable 10-9 contrast, 130 milliarcsec inner working angle at 0.55 m Coronagraph is a key technology demo that could image & make spectra of known RV planets, dust disks, and maybe a couple super-earths. R= 50. Starshade option is under consideration WFIRST not included in President s FY 19 budget 04/26/2018 Boston University Space Physics Seminar

WFIRST Coronagraph layout 04/26/2018 Boston University Space Physics Seminar

WFIRST Coronagraph Performance (preliminary) Future ELTs

NASA-sponsored decadal mission studies for exoplanets In 2015 NASA Astrophysics Director Paul Hertz asked the community to suggest large mission studies that he should fund. PAGs considered this and requested four. A X-ray mission, a far-ir mission, an exoplanet direct imaging mission, and an exoplanet + general astrophysics mission were recommended In early 2016 the large mission studies were assigned to NASA Centers and STDT members were selected after a community self-nominations In late 2016 a less-well-funded call for probe mission concepts was issued. Two related to exoplanets were partially selected In the rest of this talk I ll quickly review these 2+4 mission concepts as they relate to exoplanets 5/15/2018 KISS Gravity Lens workshop

Earthfinder RV Probe Study EarthFinder is a space-based 1-1.4 m observatory Probe mission concept. Peter Plavchan (GMU) is PI, JPL partner Extremely precise and stabilized high-resolution UV-VIS- NIR spectrograph, targeting 1 cm/sec precision Developing scientific rationale for measuring stellar velocities of the nearest FGKM dwarf stars from space Absence of the Earth s atmosphere improves the obtainable radial velocity precision Unique combination of space advantages aid in mitigating stellar activity: Uninterrupted wavelength coverage Uninterrupted cadence Diffraction-limited Extreme spectral resolution

Stellar Activity Wavelength coverage into near-ir reveals stellar jitter systematics, enabling their removal

Earthfinder promise and challenge Imaging missions can t determine planet mass, would require supporting measurements of stellar reflex motion Planet mass determines bulk composition, and is crucial for interpreting atmospheric spectra, If RV (or astrometry) could identify in advance the targets with HZ planets, an imaging mission might avoid searches and save considerable observing time for other uses (exoplanet characterization, general astrophysics). Tradeoff between cost of the additional probe mission and the cost of search time on the large mission. But mass values are required regardless. Can advantages of space RV overcome the 100-1000x collecting area advantage of VLTs / ELTs?

Starshade Probe Mission Options Seager+ 2015 studied two mission concepts utilizing a starshade for detecting & characterizing Earth analogs in a sample of ~2 dozen nearby stars. JPL strongly involved. Current probe study is updating that report for the 2020 decadal. Rendezvous concept would use 2.4m WFIRST telescope + CGI focal planes, is preferred option Dedicated concept includes its own 1.1 m telescope, backup in case WFIRST Rendezvous does not proceed

Starshade mission key points Would enable smaller inner working angles, higher throughput/bandwidth than coronagraphic starlight suppression Opens up nearby HZs to 1-2 m class telescopes such as WFIRST, along with giant planets & disks Spectroscopy of exo-earths would require finding them around the brightest targets; otherwise characterization via broad colors Technology is progressing since 2015 study: model validation, formation flying, smaller 26 m starshade now baselined This study report is THE crucial input to Decadal decision on WFIRST Rendezvous Would be a pathfinder for larger HabEx starshade Predicted detection yields for Rendezvous mission vs. exoplanet type (Seager+ 2015)

L2 orbit

Lynx Exoplanet Summary: Primary use would be for characterizing the levels of stellar high energy radiation incident on nearby exoplanets Transit spectroscopy of exospheres for brighter stellar hosts Results would support interpretation of exoplanet spectra from other facilities General astrophysics would dominate mission utilization, exoplanets would have small niche 5/15/2018 KISS Gravity Lens workshop

Origins Space Telescope Mission Concept 1 9.1 m off-axis primary mirror Cold (4 K) telescope Wavelengths 5-660 μm Diffraction limited at 30 μm 5 science instruments: MISC - 5-38 μm MRSS 30-660 μm HERO 63-66; 111-610 μm HRS 25-200 μm FIP 40, 80, 120, 240 μm 100 arcseconds/second mapping Launch 2030s, Sun-Earth L2 orbit Launch vehicle SLS with 8.4m fairing 5 year lifetime, 10 year goal

5.9-m circular aperture Cold (4 K) primary Spitzer-like baffle, with Sun shield Minimal deployment Fewer ( 4), science-optimized instruments Preliminary designs started, to be completed by end of summer 2018 OST Mission Concept 2

The Mid-Infrared Imager, Spectrometer, and Coronagraph (MISC) instrument Suite of spectroscopic and imaging modes from 5-38 microns lambda/delta lambda ~ 15, 300, 1200, 10 4 Instruments for exoplanet science Transit Spectrometer: < 5 ppm stability Coronagraph: 10-5 contrast

MISC Transit Spectrometer Gets entire 5-28 micron spectrum simultaneously Densified Pupil Spectrometer (Matsuo et al. 2016) Spreads light over multiple pixels to mitigate minor telescope pointing and jitter issues Has reference pixels to remove detector gain drifts Mid-IR detectors will be developed to meet requirements

Transmission Spectra Spectra Molecular detections at the atmospheric terminator Pressure level of any opaque clouds Long wavelengths may allow for seeing through the clouds, depending on particle size, yielding additional cloud constraints Spectral resolution of MISC + concurrent ground-based monitoring + long wavelengths will mitigate effects of inhomogeneous stellar photosphere (Rackham et al., 2018) on H2O features Kopparapu et al. 2017, ApJ

Planet-to-star flux ratios are favorable at thermal infrared wavelengths Ability to determine temperature structure Emission Spectra Earth spectrum, courtesy Ty Robinson

Phase Curves Thermal phase-curve observations in the mid-ir, we have the opportunity to probe the 3D properties of rocky planets that could be habitable Also constrain ABond TRAPPIST 1 d,e,f: Wolf 2017

Eclipse Mapping Spectroscopic eclipse mapping 3D map of planetary dayside Latitudinal information de Wit et al. (2012) Majeau et al. (2012)

Emission Model TRAPPIST-1e-like emission/transmission spectra with simulated uncertainties 30 visits each, K mag = 8 Optimistic 30 ppm noise floor for MIRI/LRS Transmission

What Would an OST Exoplanet Transit Survey Look Like? Reconnaissance of all suitably-bright targets within 15 pc Measure planetary thermal emission Constrain dayside equilibrium temperature Further investigations to detect molecular absorption of CO 2 and/or H 2 O Determine presence of substantial atmosphere, confirm presence of bioindicators Disregard planets with tenuous atmospheres Perform in-depth study of remaining planets in search for biosignatures O 3 /N 2 O & CH 4

OST Coronagraph Motivation Gas giant planet formation and evolution Goals Determine occurrence rates of gas giants (down to Saturn masses) Trace planet evolution during first 1 Gyr after formation Advantages of mid-ir thermal emission Higher contrast ratio than optical/near-ir Planets accessible in larger stellar population fraction (~17% vs youngest 1-2%) Disadvantage of mid-ir thermal emission Larger inner working angle 10-5 10-4

OST Exoplanet Summary: Primary application is to extend JWST s mid-ir exploration of transit spectroscopy to longer wavelengths & greater sensitivity As for JWST, OST spectra would require many coadded transits to realize Mid-IR coronagraphy could image long-period giant planets orbiting stars within a few pc, if present; or hot young planets in associations Strong disk capabilities including debris disk imaging at 2 resolution, and measurement of H 2 O & HD lines in protoplanetary disks Other astrophysics would dominate mission utilization 5/15/2018 KISS Gravity Lens workshop

The Habitable Exoplanet Observatory Mission Concept Exploring planetary systems around our neighboring sun-like stars and enabling a broad range of observatory science from the UV through the near-ir

HabEx Science Goals Seek out nearby worlds and explore their habitability Map out nearby planetary systems and understand their diversity. 5/15/2018 KISS Gravity Lens workshop Open up new widows in the Universe from the UV to NIR.

HabEx Mission Concept Architecture: 4 m off-axis f/2.5 primary mirror, monolith preliminary design completed. Four Instruments: Coronagraph Instrument Starshade Instrument UV Spectrograph (UVS) HabEx Workhorse Camera (HWC) 72 m diameter starshade (tip-to-tip) Co-launched with telescope Design heritage from Exo-C and Exo-S Launch vehicle & orbit: SLS Block 1B to Earth-Sun L2 Launch by mid-2030s, 5 year prime mission 5/15/2018 KISS Gravity Lens workshop

HabEx Starshade Concept: Number of targets limited by available fuel Use for most spectroscopy, and for imaging of nearest target systems 5/15/2018 KISS Gravity Lens workshop

HabEx Coronagraph: For unobscured apertures, a more mature starlight suppression technology Vector Vortex Charge 6 coronagraph (shown) Mostly insensitive to low-order aberrations: relaxes telescope stability requirements And also the Hybrid Lyot Coronagraph: Demonstrated <10-9 suppression in the laboratory with unobscured pupil Heritage with WFIRST CGI demonstrations, including active correction of low-order disturbances Use for initial exoplanet searches & orbit tracking 5/15/2018 KISS Gravity Lens workshop

General Astrophysics Capabilities: Imaging and Spectra Diffraction limited at 0.4 μm: better than all current or planned facilities for λ < 0.7 μm Non-sidereal (i.e. solar system) tracking Wavelength coverage 115 nm-1.8 μm Effective Area >10x better than HST for 115-300 nm UVS: FOV 3 x 3, 115-300 nm, resolution up to R=60,000 HabEx Workhorse Camera: Area 3 x 3 150-400nm, 400-950nm, 950-1.8nm R=2000 5/15/2018 KISS Gravity Lens workshop

Deep Exoplanet Survey Nine nearby high-priority sunlike stars 3 months total with starshade Deep broadband image to the systematic floor Spectra R=7 (grism) 0.3-0.45 μm R=140 (IFS) 0.45-1.0 μm HabEx Mission Time Allocation Broad Exoplanet Survey 110 stars with coronagraph Roughly 6 observations of each 50% completeness for exo-earths Spectra with starshade covering 0.3-1.0 μm at once 5/15/2018 KISS Gravity Lens workshop

Yields of Characterized Planets **preliminary** Yields * Detect and characterize the orbits and atmospheres of: Rocky planets: 92 rocky planets (0.5-1.75 R E ) Includes 12 Earth Analogs (0.5-1.4 R E ) Sub Neptunes: 116 sub-neptunes (1.75-3.5 R E ) Gas Giants 62 gas giants (3.5-14.3 R E ) * Assumes SAG13 Occurrence Rates.

Enabling Enabling Starshade Coronagraph Starshade Coronagraph HabEx Technologies Technology Gap ExEP TRL Assessment at P&L Our Assessment at Final Report Enhancing Petal Shape stability 3 3 High priority. Needs a plan. Petal Position Accuracy ExEP 3 TRL Our 3 High priority. Needs a plan. High Priority. Once we can demonstrate that we need only the same LOWFS and Technology control Gap Assessment 3 Assessment 4 LOWFS implementation as WFIRST we can move to TRL 4. at P&L at Final Report Starshade Starlight Suppression 3 4 Technology being advanced in the S5 project Starshade Petal Shape Edge stability Scattering 3 34 High Technology priority. being Needs advanced a plan. in the S5 project Petal Position Accuracy 3 3 High ExEP priority. needed analysis Needs a that plan. demonstrated that the existing thrusters Micro-Thrusters 3 5 High would Priority. work for Once HabEx. we can We are demonstrate doing this now. that we Once need complete, only the the same LOWFS and control 3 4 LOWFS technology implementation moves to TRL as 5 since WFIRST already we can demonstrated move to TRL in 4. space. Coating Starshade Uniformity Starlight Suppression Large Optics 43 4 Technology High priority. being Needs advanced a plan. in the S5 project Coronagraph Starshade Edge Architecture Scattering 43 4 Technology being advanced in the S5 project Large Aperture Primary 4 4 ExEP needed analysis that demonstrated that the existing thrusters Formation Micro-Thrusters Flying 43 54 would Technology work being for HabEx. advanced We are in the doing S5 project. this now. Once complete, the Deformable Mirrors 5 5 technology moves to TRL 5 since already demonstrated in space. Visible Coating Detectors Uniformity on Large Optics 54 45 High priority. Needs a plan. Coronagraph Architecture 4 4 ExEP needs analysis showing that the current SOA will meet HabEx NIR Large Detectors Aperture Primary 3 4 4 or 4 5 needs. May be able to leverage work in JWST to show HgCdTe Formation Flying 4 4 Technology detectors are being suitable advanced for the in HabEx the S5 environment. project. 5/15/2018 KISS Gravity Lens workshop

Big Bang to Biosignatures: The LUVOIR Mission Concept

What is LUVOIR? Large UV / Optical / Infrared Surveyor (LUVOIR) A space telescope concept in tradition of Hubble Broad science capabilities Far-UV to near-ir bandpass Two architectures: 8-m and 15-m telescopes Suite of imagers and spectrographs Serviceable and upgradable for decades of operation Guest Observer driven Space Observatory for the 21 st Century Ability to answer the questions of the 2030s and beyond 5/15/2018 KISS Gravity Lens workshop

What is the difference between LUVOIR and HabEx? Both LUVOIR and HabEx have two primary science goals: Habitable exoplanets & biosignatures Broad range of general astrophysics The two architectures are driven by a difference in focus For LUVOIR, both goals are on equal footing. LUVOIR would be a general purpose great observatory, a successor to HST and JWST in the ~ 8 15 m class HabEx would be optimized for exoplanet imaging, but also enable a range of general astrophysics. It is a more focused mission in the ~ 4 6 m class Similar exoplanet goals, differing in quantitative levels of ambition HabEx would explore the nearest stars to search for signs of habitability & biosignatures via direct detection of reflected light LUVOIR would survey more stars to constrain the frequency of habitability & biosignatures and produce a statistically meaningful sample of exoearths The two studies provide a continuum of options for a range of futures 5/15/2018 KISS Gravity Lens workshop

Imagine Astronomy with LUVOIR 2.4 m Low-mass galaxy at z = 2 with HST 15.1 m: LUVOIR-A Low-mass galaxy at z = 2 with 15-m LUVOIR Credit: G. Snyder (STScI) 5/15/2018 KISS Gravity Lens workshop

Imagine Astronomy with LUVOIR Pluto with HST Pluto with 15-m LUVOIR Credit: NASA / New Horizons / R. Parramon 5/15/2018 KISS Gravity Lens workshop

Imaging Earthlike Planets Solar System from 13 parsec with coronagraph and 12-m telescope Inner working angle ~ 4 λ / D Credit: L. Pueyo / M. N Diaye / A. Roberge 5/15/2018 KISS Gravity Lens workshop

Simulated LUVOIR Observation Telescope background dominates Distance = 10 pc D telescope = 15-m T telescope = 270 K R = 150 Time = 96 hrs per band Credit: T. Robinson / G. Arney 5/15/2018 KISS Gravity Lens workshop

Larger Telescopes Survey More Stars 100 75 Chance of Detecting an Earth Twin if Present 80-100% 50-80% 20-50% 50 25 0 4-m 6 Candidate ExoEarths Stark et al. (2014) 5/15/2018 KISS Gravity Lens workshop

Larger Telescopes Survey More Stars 100 75 Chance of Detecting an Earth Twin if Present 80-100% 50-80% 20-50% 50 25 0 8-m 25 Candidate ExoEarths Stark et al. (2014) 5/15/2018 KISS Gravity Lens workshop

Larger Telescopes Survey More Stars 100 75 Chance of Detecting an Earth Twin if Present 80-100% 50-80% 20-50% 50 25 0 16-m 100 Candidate ExoEarths Stark et al. (2014) 5/15/2018 KISS Gravity Lens workshop

How Many Candidate Habitable Planets Do We Need to Observe to Find One With Water? Credit: C. Stark / A. Roberge 5/15/2018 KISS Gravity Lens workshop

The LUVOIR Architectures Architecture A 15-m diameter obscured telescope Fits in 8.4-m fairing Space Launch System Block 2 Bulk of work completed Refinements in progress Instruments ECLIPS A LUMOS A High-Definition Imager POLLUX Architecture B 8-m diameter unobscured telescope Fits in 5-m fairing e.g., Delta IV Heavy, Falcon Heavy Work began in September 2017 Instruments ECLIPS B LUMOS B HDI B 5/15/2018 KISS Gravity Lens workshop

The LUVOIR Instruments Observational challenge Faint planets next to bright stars Extreme Coronagraph for LIving Planetary Systems (ECLIPS) 5/15/2018 Inner working angle 40 mas Contrast < 10-10 after post-processing Low resolution imaging spectroscopy Bandpass: 0.2 μm to 2.0 μm Apodized Pupil Lyot Coronagraph (15m), possibly vector vortex charge 6 for 9 m Tech development via WFIRST coronagraph KISS Gravity Lens workshop WFIRST HLC WFIRST SPC

The LUVOIR Instruments Observational challenge Imaging the ultra faint and very small at high resolution High-Definition Imager (HDI) 2 x 3 arcmin field-of-view Bandpass: 0.2 μm to 2.5 μm Nyquist sampled Micro-arcsec relative astrometry capability (measure planet masses, etc.) Heritage from HST WFC3 & WFIRST HST Wide Field Camera 3 5/15/2018 KISS Gravity Lens workshop

Design Your Own Observations Using Online Tools http://asd.gsfc.nasa.gov/luvoir/tools/ 5/15/2018 KISS Gravity Lens workshop

Sample Observations: An Exoplanet Zoo 5/15/2018 KISS Gravity Lens workshop

Technological Challenges Deployment of large segmented telescope To be demonstrated by JWST LUVOIR Architecture A (15-m) Credit: A. Jones (GSFC) 5/15/2018 KISS Gravity Lens workshop

Technological Challenges Need heavy lift launch vehicle with large fairing Suitable vehicles (SLS and commercial) in development Compatibility of UV and coronagraphy New lab work shows UV reflective mirrors are just fine for coronagraphy Ultra-high contrast observations with a segmented telescope Coronagraphs can be designed for segmented telescopes. Working hard to demonstrate needed system stability Series of short, readable LUVOIR Tech Notes available at http://asd.gsfc.nasa.gov/luvoir/tech/ 5/15/2018 KISS Gravity Lens workshop

HabEx/LUVOIR Exoplanet Summary: Similar requirements, different architectures, different scales Larger aperture enables larger exoplanet sample and fractional mission time for general astrophysics LUVOIR accepts low TRL of segmented aperture coronagraphy, while HabEx is accepting starshade development issues Both are adopting SLS launch vehicle Teams regularly consult with each other, have held joint meetings, have 5 joint members, and have mutually supported each other. Each team acknowledges the need for the other study and looks for one or the other to be selected 5/15/2018 KISS Gravity Lens workshop

Upcoming Milestones (assuming nominal 2020 Decadal Survey) March 2018: Large mission studies delivered interim reports to NASA After internal HQ review, public versions available summer 2018 Please read these and give feedback to the teams! Dec 2018: Probe Study whitepapers delivered to NASA HQ January 2019: Large mission study draft final reports delivered to HQ May 2019: Independent cost estimates provided back to teams June 2019: Large mission studies deliver final reports to HQ July 2019: NASA submits final reports to Decadal Survey Late 2020: Decadal Survey recommendations released 5/15/2018 KISS Gravity Lens workshop

Other exoplanet mission concepts (not funded by HQ) Exo-C dedicated coronagraph probe mission, an option for imaging characterization of 2 dozen giant exoplanets if WFIRST+CGI did not proceed (Stapelfeldt+ 2015, 2017) Microarcsecond Astrometry Probe would find Earth analogs in the HZs of 90 nearest FGK stars using a wellcalibrated wide field camera, 1m telescope (Shao+ 2017) Mission to the Solar Gravitational Lens at 550 AU may enable resolved images of exoplanets in one highestpriority system, decades after launch (Turyshev+ 2017) MAP 5/15/2018 KISS Gravity Lens workshop

Next step after HabEx/LUVOIR? Mid-infrared nulling Interferometry Needed for high contrast with sparse apertures. Combine two telescope beams with 180 phase shift. On-axis starlight nulls out, leaving off-axis planets or dust visible in constructive areas of null pattern Was a major NASA thrust 1999-2011. Investments have largely stopped in favor of single apertures and visible wavelengths. Eventual revival recommended by 2013 NASA Astrophysics Roadmap In-use at LBTI in Arizona @ 10 m, broadband suppression of 10-3 to 10-4. Lab tests have achieved 10-6 in narrow bands Bay Area Exoplanets Meeting 3/03/2017 72

Concluding thoughts Kepler results came too late to affect Astro2010 recommendations. Since then exoplanets is on a roll: the last three medium-scale missions to be selected are in our field (TESS, PLATO, ARIEL). Can we keep this up? Cost numbers will be very important to the fate of the large mission concepts, but they are not released/available now Exoplanets will be unstoppable in the next Decadal Bill Oegerle, former Director of Astrophysics at Goddard But it s not a given that the Decadal will endorse any large mission Spread the word in the community about how exciting these missions would be for the field, and what they would enable across astrophysics 5/15/2018 KISS Gravity Lens workshop