![](media/image1.wmf)**GENERAL RECIPE FOR STORAGE RING SETUP**

The goal of storage ring setup is to maintain the week to week
repeatability of storage ring operation. The main issues involved in
setup are the following.

1.  Magnet lattice and RF frequency

-   Energy ⇒ Bend

-   Tune ⇒ QF and QD

-   Chromaticity ⇒ SF and SD

-   Dispersion ⇒ QFA

-   Orbit ⇒ HCM, VCM, and RF frequency

-   Coupling ⇒ Skew quadrupoles

2.  Insertion device compensation -- feed forward table generation

3.  Ramp table generation

    **GOLDEN PARAMETERS AND TOLERANCES**

    The \"golden\" parameters for the often change, however, here is the
    current list.

```{=html}
<!-- -->
```
1.  Orbit: use *getgolden* to obtain the lastest golden orbit. After
    global orbit correction, the remaining RMS error in the BPMs should
    be below 90 microns. Typically it is 30-60 microns. After setting
    user bumps (local bumps), the straight section BPMs should be within
    a few microns of the golden orbit.

2.  Check the golden page for the latest tune and chromaticity settings.
    The tolerance on the tune is ±.005 and chromacity is ±.5 units.

3.  The setpoint for SQSD2 is a moving target. The last setpoints were:
    1.5 amps at 1.5 GeV and 1 amps at 1.9 GeV multi-bunch. Check the
    golden page for the latest settings.

4.  The tolerance for setting the RF frequency is difficult to quantify.
    Basically, check to make sure that the sum of the horizontal arc
    corrector magnets is close to zero (a few tenths of an ampere).
    Also, run *findrf* and look at the dispersion function and the orbit
    to see if it looks reasonable.

5.  The tolerance for setting the QFA is even more difficult to quantify
    then the RF frequency. In the process of learning how to optimize
    QFA, one will get a good idea of how well one can do. Optimizing the
    QFA setpoint does not have to be done at every setup. It is usually

    done after a long shutdown or after a major change to the lattice.

    **FULL MACHINE SETUP (from a shutdown)**

```{=html}
<!-- -->
```
1.  Control system startup

2.  Storage ring vacuum must be good or it is a waste of time to
    continue.

3.  Check storage ring hardware functionality: DCCT, scrapers, tune
    measurement system, RF frequency, insertion device control, etc.

4.  Set the proper RF frequency and power.

5.  Set the defaults on the following storage ring channels.

-   Set BPM averaging to obtain a 2 Hz data rate

-   Set power supply ramp rates (if available)

-   Set quadrupole shunts off

6.  Power supplies test

-   Check that all PS can reach their maximum/minimum current (or at
    least ∼80% max/min for CMs)

-   Check AM noise (*monmags*)

-   Check AM-SP offset (*monmags*)

-   Check samples rates (*monrates*)

-   Check step response (*magstep*)

7.  BPMs tests (need stored beam)

-   Check that all BPMs calibrate

-   Check samples rate (*monrates*)

-   Check orbit response matrix (*checkbpms*)

-   Check AM noise (Gausian, stationary, outliers) (*monbpm*)

-   Check current dependants: fill to max current and monitor decay
    (ideally with a reduced lifetime)

-   Check for nonlinearities of the BPM button voltages

8.  Beam-base alignment

-   Find QF, QD, and QFA centers

-   Scan the small gap vacuum chambers for lifetime changes

-   Check for high beam loss levels in the straight sections

-   Determine user bumps

9.  Scan the small gap vacuum chambers for lifetime changes

10. Do the "general storage ring setup procedure" as described below
    with the following exceptions:

-   Only correct the orbit to the BPMs with known offsets

-   Correct to the offset orbit (not the golden orbit)

-   Do not turn on the skew quadrupoles

11. LOCO analysis:

-   Find BPM and corrector magnet gains

-   Minimize beta beat using QF and QD families

-   etc

12. With the new quadrupole settings, redo the storage ring setup
    procedure as done in step 10.

13. After setting the user bumps (*setbumps*), save the final orbit as
    the new golden orbit. For the insertion device sectors, it is
    usually set by a user request. However, after a long shutdown it is
    best if the beamlines can align to the new photon beam position. The
    ease (and desire) of realigning a beamline depends greatly on the
    individual beamlines. It is best to spend a physics shift to align
    the insertion device users with the minimum orbit change from the
    new offset orbit (small angle changes usually produce large
    adjustments for the users). For the non-insertion device sectors,
    the golden orbit should equal the offset orbit. To date, the bend
    magnet beamlines have always been very accommodating to changes in
    the golden orbit due to beam based alignment.

14. One may want to "mechanically" zero (match the impedance of the 4
    buttons) the BPMs about the new golden orbit to minimize current
    dependence. It's a good idea, but it has never been done.

15. Set the skew quadrupoles (w/ orbit correction) based on lifetime
    (400 to 200 milliampere change in 4-6 hours).

16. Generate feed forward tables for insertion devices.

17. Test the wiggler tune compensation. The tune compensation is based
    on the last feed forward table generated. In order to regenerate the
    quadrupole setpoints, make sure the tune measurement is working
    properly with a 5 second or less update period and call *ffgettbl*
    with the third input set to 1 (*ffsettbl*(Sector,2,1)).

18. Optimize Injection:

-   Booster to storage ring energy match (FFT(FAD) of injected beam
    should equal stored beam tunes).

-   Minimize vertical orbit of injected beam using FADs.

-   If necessary, make a closed orbit bump closer to the septum.

-   etc.

19. Generate energy ramping tables for 1.9 GeV operation if necessary
    (section 10.5) or run *srrampadjust* to base ramp tables on a curve
    fit connecting the present injection and production lattices.

20. Tune the longitudinal and transverse feedback systems.

21. Document the state of the machine for future comparisons.

-   Hardware: *monbpm, monmags, monrates*, etc

-   Physics parameters: dispersion, beta beat, chromaticity, etc

    **GENERAL STORAGE RING SETUP PROCEDURE (usually bi-weekly)**

1.  Go to the computer controlled RF synthesizer (9.74 or 3.06 dbm
    amplitude depending on the synthesizer).

2.  Set the appropriate RF cavity temperatures

3.  Cycle the lattice and setup the storage ring like it was for the
    last user shift (*srcontrol*) with the following exceptions.

-   Multi-bunch feedback off, with the appropriate RF cavity
    temperatures.

-   Multi-bunch mode, even if the setup is for a two-bunch mode. The
    behavior of the BPMs in two-bunch mode is questionable.

-   Set all skew quadrupoles to zero current.

-   Fill to 45 mAmps (45-35 is an OK range to operate in). Reduce the
    fill rate to .2-.3 mAmps per shot so that the fill pattern is more
    even.

4.  Calibrate the BPMs

5.  Basic SR hardware check: *srinit*, *monrates, monbpm, checkbpms*

6.  If necessary, generate response matrices

-   Orbit (*measbpmresp*)

-   Tune (*meastuneresp*)

-   Chromaticity (*measchroresp*)

7.  Global Orbit Correction (*srsetup* -- orbit correction)

-   All BPMs

-   Correct to the golden orbit

-   All corrector magnets

-   Start from zero corrector strength (if possible) on the first
    iteration or if the RF frequency was changed.

8.  Correct the RF frequency

-   The mean of the arc horizontal corrector magnets should be close to
    zero (*analcm*). The conversion from change in RF frequency to
    change in mean(arc HCM) is approximately -.0014 MHz/ampere (i.e., a
    positive change in RF frequency will decrease the mean corrector
    strength).

```{=html}
<!-- -->
```
-   The dot product of the orbit and dispersion function should be small
    (*findrf*).

> (Iterate steps 5 and 6 as necessary)

9.  Correct the chromaticity (meas*tchro*, *stepchro*, or *setchro*)

(Iterate steps 5, 6, and 7 as necessary)

10. Correct the tunes (*gettune*, *steptune*, or *settune*)

> (Iterate steps 5, 6, 7, and 8 as necessary)

11. Dispersion correction (*findqfa*) is usually only needed about once
    a year. If QFA needs to be changed, then iterate steps 5, 6, 7, 8,
    and 9.

12. Save as the production lattice. For 1.5 GeV, also save this lattice
    as the injection lattice.

13. Cycle the lattice and refill.

14. Redo steps 5-10 except do not zero the corrector on the first
    iteration.

15. Set the user bumps (*setbumps*) using the sextupole corrector
    magnets if the bump is large.

16. Save as the production lattice. For 1.5 GeV, also save this lattice
    as the injection lattice.

17. Cycle the lattice and refill.

18. At this point the lattice should be in very good shape. If not, go
    back to step 12. If small changes to the orbit need to be make do so
    without using the sextupole corrector magnets (due to hysteresis).

19. Set the user bumps (*setbumps*) without using the sextupole
    corrector magnets. It is best to do a global orbit correction as
    done at the top of every fill (which includes a *setbumps*).

20. For 1.5 GeV operation, save as the injection lattice (*srsave*).

21. If necessary, set the skew quadrupole (SQSD2) with orbit correction
    (*setskewq*). Base setting on a 400 to 200 milliampere change in 4-6
    hours.

22. Save as the production lattice (*srsave)*.

23. Test injection. An injection bump may be required for good injection
    efficiency (*bumpinj*). The skew quadrupoles should be off for good
    injection efficiency (except 2-bunch). For 1.9 GeV operation, ramp
    down to 1.5 GeV and verify that this lattice is good for injection.
    Occasionally, the 1.5 GeV upper branch will need a full setup (only
    use the BPMs with known offsets and correct to the offset orbit with
    no user bumps, and do not set the skew quadrupoles).

24. Cycle and verify that the orbit, tunes, RF, chromaticity, and
    injection rate are acceptable. It is OK to correct the orbit without
    sextupole corrector magnets but that is it.

25. For 1.9 GeV operation update the ramp tables (*srrampadjust*).

26. Generate feed forward tables (*ffgettbl*, see Section 2.0).

27. Go back to the low-noise RF synthesizer and input the proper
    frequency manually.