# Presentation: 591558

## US CMS Base Program Support

**Dan Green, US CMS Project Manager**
**Mark Reichanadter, US CMS P.E.**
**Harvey Newman, US CMS CB Chair**
**DOE/NSF**
**Sept. 19, 2001**

## LHC, CMS and US CMS

**LHC Experiments are the next frontier in HEP.**
**US Groups comprise ~ 20 % of CMS and ~ 10% of all US HEP experimentalists. This may well increase as we approach 2005 since CDF+D0 comprise 21% (PK talk).**
**US Groups have major management and construction responsibilities in CMS.**

## Progress in HEP Depends on Advancing the Energy Frontier

## CMS Detector Subsystems

## The CMS and US CMS Collaborations

## CMS MB and SC

**Changes have been made in CMS to plan for SWC + Physics. CMS is planning for the Research Program.**
**US physicists are an integral part of the CMS management.**

- US CMS

## US CMS Demographics

**US CMS Collaboration: 365 members from 37 institutions**

## US CMS Management Responsibilities in CMS

## CMS and US CMS

**WBS 5 . -FPIX**

**WBS 4. -ECAL**

**WBS 1. - EMU**

**WBS 2. - HCAL**

**WBS 6. - CP**

**WBS 3. -**
**Trigger**
**DAQ**

**1. Endcap Muon -Cathode Strip Chambers**
**2. Hadron Calorimeter - full HB and HO, HE and HF transducers and readout.-HE scint, HF QP fibers**
**3.Endcap muon and calorimeter trigger. DAQ filter**
**4. Electromagnetic Calorimeter - barrel transducers, front end electronics, and laser monitor**
**5. Forward pixels**
**6. Common Projects - endcap yoke, barrel cryostat and superconductor**
**7. Project office**
**8. Si Tracker - full TOB assembly**

**WBS 8. -Si Tracker**

**CMS and US CMS**

## CMS Tracking System

**The Higgs is weakly coupled to ordinary matter. Thus, high interaction rates are required. The CMS pixel Si system has ~ 100 million elements so as to accommodate the resulting track densities**
**Decision for all Si tracker has impact on US CMS.**

**US CMS - new job, all Si tracker, new US CMS groups, assemble TOB**

## If MH > 160 GeV use H --> ZZ --> 4e or 4

**US CMS**
**does APD +**
**FPU +**
**bit serializer**
**+ laser monitoring**

## The Hadron Calorimeter

**HCAL detects jets from quarks and gluons. Neutrinos are inferred from missing Et.**

**US CMS does all HB and all HCAL transducers and electronics. HF design - absorber?.**

## The CMS Muon System

**The Higgs decay into ZZ to 4******** is preferred for Higgs masses > 160 GeV. Coverage to |********| < 2.5 is required (******** > 6 degrees)**

**US CMS - ALL ME CSC**

## CMS Trigger and DAQ System

**1 GHz interactions**
**40 MHz crossing rate**
**< 100 kHz L1 rate**
**<10 kHz “L2” rate**
**< 100 Hz L3 rate to **
**storage medium**** **

**US CMS - L1 Calorimeter Triggers and L1 ME Triggers and L2 Event Manager and Filter Unit**

## PRS Summary

**Code at Lvl-2 being solidified**
**Pixels becoming priceless tools; electron at Lvl-2; isolation at Lvl-2?**
**First results from Lvl-3 (i.e. adding tracker information to muon and electron candidates)**
**Software: awaiting release of persistent tracks**
**Production of data samples has been lagging behind...**
**Calibration issues being looked at**
**Preliminary: “calibratable” in finite time**
**Electronics: ECAL selective readout, etc; effect on other measurements must be looked at; HCAL electronics simulation**
**Broad plan:**
**Lvl-3 reconstruction; jets and E****T****miss**** corrections**
**Vertex-formation preliminaries (b/******** mini-wkshp reports this week)**
**Added recently: urgency of results for low luminosity**

**US leadership roles – Paris Sphicas, L2 manager. Sarah Eno, L3 manager for jets and missing energy. **

## Software and Computing: User Facilities

**Emerging Regional Computing Center (Tier-1) for CMS at Fermilab**
**Tier-1 prototype and production systems deployed and ramped up**
**Reasonably large funding for User Facility at Fermilab **
**4 FTE + ~500k on computing and networking equipment spent in FY2001**
**Large U.S.-wide and world-wide effort for production of simulated CMS events **
**Event simulation, pile-up processing, reconstruction **
**User Facility at Fermilab has important role for supporting PRS physics studies:**
**produce Terabyte-sized object databases with simulated/reconstructed event data **
**host “User Federation” with data for physics studies**
**CMS software distribution, maintenance and support**

- +

## Software and Computing: Tier-2 and Grid

**Project teaming up with (base program funded) activities at U.S. Universities**
**PRS and detector software activities at many Universities**
**Activities directly related to U.S. CMS Software and Computing at ****Caltech, UCSD, U. Florida, Princeton, UC Davis, NEU, U Wisconsin**
**Deployment of Tier-2 equipment, integration of CMS software with Grid tools**
**Close collaboration with PPDG (DOE SciDAC funding), GriPhyN, iVDGL (NSF) **

**GRID Distributed Computing and Data Model is the CMS  Baseline**
**U.S. CMS Data Grid prototype deployed in 2001: **
**Prototype Tier-2 centers at Caltech, UC San Diego and U. Florida**

## Software and Computing: Core Application Software

**This years S&C work aligned with PRS studies for HLT**
**C++ functional prototype software and object data base systems (ORCA, COBRA)****released, commissioned, used in production and now being developed further **
**Worldwide and U.S.-wide distributed data management and production system****started to operate, first use of GRID tools ******** supporting PRS studies**
**Base-program support for a PD for PRS and Detector studies currently top priority**** **
**Next year: S&C starts preparations for Data Challenges and Physics TDR**
**Soon need more PD support to also start addressing CAS related **physics** issues**
**Many examples for tasks that are not covered now, e.g.**
**define, implement, and support TAGs and AODs (analysis objects)****for the four PRS groups, in a coherent fashion.**
**deploy and integrate the new analysis tools that operate on the object data where previously ntuples and PAW were used**
**work with the graphics experts (engineers) to ensure the event display is really focused on PRS needs**
**This is being addressed by the NEU request for base support**

## CMS in the Collision Hall 

**CMS will be one of the most complex scientific instruments ever constructed. US CMS groups will participate as full partners in the physics research program.**.

## US CMS - Financial Overview 

-  **TPC = Constant                   167.25 **
**                                                 ****(AYM$)**
** ****BAC                                       138.91**
** ****Contingency = TPC - BAC   28.3**
** ****ETC = BAC - BCWP            60.4**
** ****BCWP/BAC                           57 %**
** ****Contingency/ETC                  47 %**

**There is a fixed total cost. The Project is 57 % complete and retains 47% contingency on the estimated cost to complete. The use of contingency to date has been ~ 20% of the work done.**

## US CMS Detector Project

**38 months of reporting after the baseline review. No major cost or schedule variances are evident.**

## Project Scope

**Because performance has been good, US CMS is able to make modest scope increases - e.g. the SiTrkr**

## Resources for the US CMS Project

**The US CMS Project has a ~ fully resource loaded schedule where ~ all needed resources are identified.**
**These resources contain a mixture of base supported and project supported personnel.**
**The MOU and annual SOW identify these resources at each collaborating institution.**

## US CMS MOU

**The MOU was derived from the baseline file  filtering on institutional responsibility for each task.**
**Resources divided into Physicists, Engineers, and Technicians were identified. This is an aid to planning manpower at US CMS institutions.**

## US CMS MOU - Baseline

**University groups take major responsibilities within US CMS.**

## US CMS – SOW 01

**US CMS is evolving from design and purchase of large M&S items in FY99 to production of detectors in FY00 -01 - CP is done. FY02 will be the year that US CMS moves to CERN with installation of HCAL and EMU major components**

## SOW and Resources

## Resource Use 

**The US CMS enterprise depends heavily on physicists - which it does not pay for. Personnel have moved out into FY05 for I&C. EDIA will decrease rapidly leaving techs and physicists (base program)**
** ****Note also that the level at FY05 is ~ the estimated M&O level. Smooth handoff?**

## CMS ML1 Adopted - CR

## US CMS Supplementary Support

**DOE has identified 300 k$ annually available for supplementary support to enable US CMS groups. This is a great help for travel and “institutional memory”.**
**The US CMS PO has decided to use contingency funds of 75 k$/year to similarly enable NSF groups to participate in the US CMS Project. **

## “New L2” 

**SWC:  Has always been part of our requests. In CMS SWC is a L2 subsystem ,as is ECAL. The SWC manager has set the priorities based on the current pressing needs of the SWC Project. There is US leadership in that D. Stickland is CMS L2 mangers for CSC.**
**PRS/HLT: CMS has created this task force as a distinct entity. The CMS Steering Committee restructured the L2 subsystems. SWC would concentrate on core efforts - Tier n and “Project” aspects. TRIDAS would no longer be responsible for HLT, but be more “detector” oriented. The PRS/HLT group would be responsible for delivering a set of reconstructed Physics objects and a trigger “cocktail” which satisfies the Physics requirements of CMS. (US CMS Physics Coordinator - J. Branson, PRS L2 manager – P. Sphicas)**

## Supplementary - by L2

**New groups:**
**FNAL - SiDet**
**Kansas**
**Kansas State**
**Northwestern (D. B.)**
**Rochester (P. T.)**
**U.C. Santa Barbara**
**new FPIX group - Purdue (Shipsey)**
**New HCAL group -**
**FIT(Baarmand)**

## DOE and NSF Supplementary Requests

## NSF and DOE Supplement

**Widely distributed supplementary funding – to 36 groups in US CMS**

## US CMS Project and Base Program

**Additional support may be needed if the resources assumed in the Project are to be made available. Also, sufficient resources might not have been identified in the baseline.**
**In particular, postdocs, and research scientists cannot be paid by the US CMS Project. Nevertheless they are crucial to the success of the Project. In fact, they constitute and important aspect of “institutional memory”. This need will increase as the US CMS Project approaches an installation and testing phase.**
**Although engineers and technicians could be paid by contingency, this would not establish the second aspect of the “institutional memory” which is required for maintenance and operations.**

## US CMS Project -  University Support

**US CMS Project must  try to insure the support of the groups to maintain the schedule**
**Additional base support and/or contingency funds are needed. **
**A focussed and coherent approach is required.**
**This request has been an annual event which will carry over into the research program phase of US CMS**

**CB - propose postdocs, engineers, techs, test eqpt. - in June**

**L2 - prioritize within subsys of US CMS - in July**

**PM - prioritize within US CMS Project - in August**

**DOE/NSF - propose, visit, and iterate - in September**

## US CMS, FY01 Requests

**There are 21 requests, 18 from DOE groups, 3 from NSF supported groups totaling 1,335 k$.**

## US CMS – DOE FY02

**All of these requests are identified in the resource loaded schedule for the US CMS Project and thus all are supported by the Project Office. However, we need to order in priority.**

## US CMS – NSF FY02

## HCAL Critical Path-

**The HCAL Critical Path is the front end electronics. This must be ready for beam calibration in FY02,03 and installation in SX5.**

## EMU – FY02 Installation

**Critical Path for EMU is to startup the FAST sites.**
**The FAST site output must be shipped to CERN, retested and made ready for an installation “window”.**
**The Oct 02 CSC installation window in SX5 is needed to maintain the CMS schedule.**

## Lehman Review - May, 2001

- EMU:

**Recommendations from the Lehman review in regards to physicist labor were very useful in setting priorities.**

- HCAL:

## Lehman Review – TRIDAS, ECAL

- TRIDAS:

- ECAL:

## Lehman Review – FPIX, SiTrkr

- FPIX:

- SiTrkr:

## SWC Priority

**The priority within the SWC effort has been set by the manager, Lothar Bauerdick.**
**The priority of SWC within the overall effort has been worked out between the managers of the SWC effort, the detector effort and the CMS Spokesperson (MdN).**
**In future, SWC activities and priority will increase.**

## US CMS - FY01 Priority

**Priority has been given to jobs (10 tasks, 755 k$) time critical in FY02 which could not be addressed by Project support.**

## The FY02 University Request

**Some examples of the impact of the people granted to US CMS in FY 01 and before are given in the accompanying written documentation.**
**We have assumed that the importance of the FY01 requests are viewed as unchanged and that the commitments remain valid. Continuing support is the highest priority.**
**The present FY02 requests are incremental.**

## Tying the Requests to the US CMS Project

**The requests are explained in some detail in the document - “US CMS Needs for Base Resources in FY02”, by D. Green and M. Reichanadter, supplied at this meeting.**
**In addition, the following slides show the FY02 tasks in the context of the resource loaded schedule.**

## For Example - Priority 1

**Jim Rohlf is the L3 CMS manager in HCAL for slow controls and downloads**

## US CMS - L2 Accounts

**US CMS - CERN Branch Project Office (opened on May 1, 2000)**
**US CMS L2 CERN Team Accounts**
**Funds sent to FNAL**
**Allocations by L2 managers**
**Transfer to Team Accounts at CERN**
**Authorization of expenses by L2 managers**
**Invoices sent to FNAL for financial tracking**
**Serves as a model for M&O funding and tracking****.**

## US CMS - M&O  

**Smooth transition of P.O. into CERN branch.**
**L2 accounts set up for installation and commissioning at CERN. The Project should then segue into M&O in a straight forward fashion. Financial tracking for M&O is crucial.**
**Set up a US CMS technician pool and straw boss ( have identified Pawel de Barbaro – U of Rochester). There is an economy of scale if the pool serves all of US CMS. Begin installation at CERN at start of CY02. This pool can evolve into M&O detector specific work.**

## Resource Use 

**Note that the level at FY05 for the construction project is ~ the estimated M&O level (handoff). The total level is ~ flat at ~ 75 FTE from FY04 on into the future. **

## JOG Letter to FNAL Director

## How Will US CMS Grow?

**D0 doubled in size around the time of first data taking. US CMS is imagined to do likewise. CDF and D0 are “natural” future additional collaborators. It is expected that US LHC physics will engage a substantial fraction of the US HEP experimental community by the time of first LHC data.**

##      Snowmass – Survey - YPP

**Many adopted a wait and see attitude; “Tell us what a RC is and we’ll tell you if we support it”. Yes + Maybe is ~ 80 % of US**

## The US CMS Research Program

**The components of the research program are SWC, M&O and Upgrades. Scaled estimates are also shown for the dislocation costs associated with postdocs and students - base program cost. It is important to explicitly show those costs.**

## Summary

**US CMS requires a sufficient level of base program support from DOE and NSF to bring in the Project on time and on budget.**
**US CMS has attempted to identify all the resources needed for the success of the project - regardless of the source of funds.**
**US CMS plans to work with the funding agencies to set priorities. A coherent request is in the interest of all the partners in the Project.**