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Conny Aerts

Publications and source records attributed to Conny Aerts.

At least 55 records · Page 3Linked to original sources

Automated eccentricity measurement from raw eclipsing binary light curves with intrinsic variability

Abstract abridged. Eclipsing binary systems provide the opportunity to measure the fundamental parameters of their component stars in a stellar-model-independent way. This makes them ideal candidates for testing and calibrating theories of stellar structure and (tidal) evolution. Even without spectroscopic follow-up there is often enough information in their photometric time series to warrant analysis, especially if there is an added value present in the form of intrinsic variability, such as pulsations. Our goal is to implement and validate a framework for the homogeneous analysis of large numbers of eclipsing binary light curves, such as the numerous high-duty-cycle observations from space missions like TESS. The aim of this framework is to be quick and simple to run and to limit the user's time investment when obtaining, amongst other parameters, orbital eccentricities. We developed a new and fully automated methodology for the analysis of eclipsing binary light curves with or without additional intrinsic variability. Our method includes a fast iterative pre-whitening procedure. Orbital and stellar parameters are measured under the assumption of spherical stars of uniform brightness. We tested our methodology in two settings: a set of synthetic light curves with known input and the catalogue of Kepler eclipsing binaries. The synthetic tests show that we can reliably recover the frequencies and amplitudes of the sinusoids included in the signal as well as the input binary parameters. Recovery of the tangential component of eccentricity is the most accurate and precise. Kepler results confirm a robust determination of orbital periods, with 80.5% of periods matching the catalogued ones. We present the eccentricities for this analysis and show that they broadly follow the theoretically expected pattern as a function of the orbital period.

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Probability distributions of initial rotation velocities and core-boundary mixing efficiencies of γ Doradus stars

The theory the rotational and chemical evolution is incomplete, thereby limiting the accuracy of model-dependent stellar mass and age determinations. The $γ$ Doradus pulsators are excellent points of calibration for the current state-of-the-art stellar evolution models, as their gravity modes probe the physical conditions in the deep stellar interior. Yet, individual asteroseismic modelling of these stars is not always possible because of insufficient observed oscillation modes. This paper presents a novel method to derive distributions of the stellar mass, age, core-boundary mixing efficiency and initial rotation rates for $γ$ Dor stars. We compute a grid of rotating stellar evolution models covering the entire $γ$ Dor instability strip. We then use the observed distributions of the luminosity, effective temperature, buoyancy travel time and near-core rotation frequency of a sample of 539 stars to assign a statistical weight to each of our models. This weight is a measure of how likely the combination of a specific model is. We then compute weighted histograms to derive the most likely distributions of the fundamental stellar properties. We find that the rotation frequency at zero-age main sequence follows a normal distribution, peaking around 25% of the critical Keplerian rotation frequency. The probability-density function for extent of the core-boundary mixing zone, given by a factor $f_{\rm CBM}$ times the local pressure scale height (assuming an exponentially decaying parameterisation) decreases linearly with increasing $f_{\rm CBM}$. Converting the distribution of fractions of critical rotation at the zero-age main sequence to units of d$^{-1}$, we find most F-type stars start the main sequence with a rotation frequency between 0.5 and 2 d$^{-1}$. Regarding the core-boundary mixing efficiency, we find that it is generally weak in this mass regime.

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Probing the physics in the core boundary layers of the double-lined B-type binary KIC4930889 from its gravito-inertial modes

Stellar evolution models of B-type stars are still uncertain in terms of internal mixing properties, notably in the area between the convective core and the radiative envelope. This impacts age determination of such stars in addition to the computation of chemical yields produced at the end of their life. We investigated the thermal and chemical structure and rotation rate in the near-core boundary layer of the double-lined B-type binary KIC4930889 from its four-year Kepler light curve, ground-based spectroscopy, and Gaia astrometry. We computed grids of 1D stellar structure and evolution models for different mixing profiles and prescriptions of the temperature gradient in the near-core region. We examined the preferred prescription and the near-core rotation rate using 22 prograde dipole modes detected by Kepler photometry. We employed a Mahalanobis distance merit function and considered various nested stellar model grids, rewarding goodness of fit but penalising model complexity. Furthermore, we found a preference for either an exponentially decaying mixing profile in the near-core region or absence of additional near-core mixing, but found no preference for the temperature gradient in this region. The frequency (co)variances of our theoretical predictions are much larger than the errors on the observed frequencies. This forms the main limitation on further constraining the individual parameters of our models. Additionally, non-adiabatic pulsation computations of our best models indicate a need for opacity enhancements to accurately reproduce the observed mode excitation. The eccentric close binary system KIC4930889 proves to be a promising target to investigate additional physics in close binaries by developing new modelling methods with the capacity to include the effect of tidal interactions for full exploitation of all detected oscillation modes.

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Mode coupling coefficients between the convective core and radiative envelope of $γ\,$Doradus and slowly pulsating B stars

Signatures of coupling between an inertial mode in the convective core and a gravito-inertial mode in the envelope have been found in four-year Kepler light curves of 16 rapidly rotating $γ\,$Doradus ($γ\,$Dor) stars. This makes it possible to obtain a measurement of the rotation frequency in their convective core. Despite their similar internal structure and available data, inertial modes have not yet been reported for slowly pulsating B (SPB) stars. We aim to provide a numerical counterpart of the recently published theoretical expressions for the mode-coupling coefficients, $\varepsilon$ and $\tilde{\varepsilon}$. These coefficients represent the two cases of a continuous and a discontinuous Brunt-Väisälä frequency profile at the core-envelope interface, respectively. We used asteroseismic forward models of two samples consisting of 26 SPB stars and 37 $γ\,$Dor stars to infer their numerical values of $\varepsilon$. The asteroseismically inferred values of $\varepsilon$ for the two samples are between 0.0 and 0.34. While $\varepsilon$ is most strongly correlated with the near-core rotation frequency for $γ\,$Dor stars, the fractional radius of the convective core instead provides the tightest correlation for SPB stars. We find $\varepsilon$ to decrease mildly as the stars evolve. Our asteroseismic results for the mode coupling support the theoretical interpretation and reveal that young, fast-rotating $γ\,$Dor stars are most suitable for undergoing couplings between inertial modes in the rotating convective core and gravito-inertial modes in the radiative envelope. The phenomenon has been found in 2.4\% of such pulsators with detected period spacing patterns, whereas it has not been seen in any of the SPB stars so far. (shortened abstract to meet the arXiv limits)

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A calibration point for stellar evolution from massive star asteroseismology

Massive stars are progenitors of supernovae, neutron stars and black holes. During the hydrogen-core burning phase their convective cores are the prime drivers of their evolution, but inferences of core masses are subject to unconstrained boundary mixing processes. Moreover, uncalibrated transport mechanisms can lead to strong envelope mixing and differential radial rotation. Ascertaining the efficiency of the transport mechanisms is challenging because of a lack of observational constraints. Here we deduce the convective core mass and robustly demonstrate non-rigid radial rotation in a supernova progenitor, the $12.0^{+1.5}_{-1.5}$ solar-mass hydrogen-burning star HD 192575, using asteroseismology, TESS photometry, high-resolution spectroscopy, and Gaia astrometry. We infer a convective core mass ($M_{\rm cc} = 2.9^{+0.5}_{-0.8}$ solar masses), and find the core to be rotating between 1.4 and 6.3 times faster than the stellar envelope depending on the location of the rotational shear layer. Our results deliver a robust inferred core mass of a massive star using asteroseismology from space-based photometry. HD 192575 is a unique anchor point for studying interior rotation and mixing processes, and thus also angular momentum transport mechanisms inside massive stars.

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The ESO UVES/FEROS Large Programs of TESS OB pulsators. I. Global stellar parameters from high-resolution spectroscopy

Modern stellar structure and evolution theory experiences a lack of observational calibrations for the interior physics of intermediate- and high-mass stars. This leads to discrepancies between theoretical predictions and observed phenomena mostly related to angular momentum and element transport. Analyses of large samples of massive stars connecting state-of-the-art spectroscopy to asteroseismology may provide clues on how to improve our understanding of their interior structure. We aim to deliver a sample of O- and B-type stars at metallicity regimes of the Milky Way and the Large Magellanic Cloud (LMC) galaxies with accurate atmospheric parameters from high-resolution spectroscopy, along with a detailed investigation of line-profile broadening, for future asteroseismic studies. After describing the general aims of our two Large Programs, we develop dedicated methodology to fit spectral lines and deduce accurate global stellar parameters from high-resolution multi-epoch UVES and FEROS spectroscopy. We use the best available atmosphere models for three regimes covered by our global sample, given its breadth in terms of mass, effective temperature, and evolutionary stage. Aside from accurate atmospheric parameters and locations in the Hertzsprung-Russell diagram, we deliver detailed analyses of macroturbulent line broadening, including estimation of the radial and tangential components. We find that these two components are difficult to disentangle from spectra with signal-to-noise ratios below 250. Future asteroseismic modelling of the deep interior physics of the most promising stars in our sample will improve the existing dearth of such knowledge for large samples of OB stars, including those of low metallicity in the LMC.

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On the feasibility of structure inversions for gravity-mode pulsators

Gravity-mode asteroseismology has significantly improved our understanding of mixing in intermediate mass stars. However, theoretical pulsation periods of stellar models remain in tension with observations, and it is often unclear how the models of these stars should be further improved. Inversions provide a path forward by directly probing the internal structure of these stars from their pulsation periods, quantifying which parts of the model are in need of improvement. This method has been used for solar-like pulsators, but has not yet been applied to main-sequence gravity-mode pulsators. Our aim is to determine whether structure inversions for gravity-mode pulsators are feasible. We focus on the case of slowly rotating SPB stars. We computed and analyzed dipole mode kernels for three variables pairs: $(ρ,c), (N^2,c)$, and $(N^2,ρ)$. We assessed the potential of these kernels by predicting the oscillation frequencies of a model after perturbing its structure. We then tested two inversion methods, RLS and SOLA, using a model grid computed with MESA and GYRE. We find that changing the stellar structure affects the oscillation frequencies in a nonlinear way. The oscillation modes for which this nonlinear dependency is the strongest are in resonance with the near-core peak in the buoyancy frequency. The near core region of the star can be probed with SOLA, while RLS requires fine tuning to obtain accurate results. Both RLS and SOLA are strongly affected by the nonlinear dependencies on the structure differences, as these methods are based on a first-order approximation. These inversion methods need to be modified for meaningful applications of inversions to SPB stars. Our results show that inversions of gravity-mode pulsators are possible in principle, but that the typical inversion methods developed for solar-like oscillators are not applicable. [abridged]

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Astrophysical properties of 15062 Gaia DR3 gravity-mode pulsators: pulsation amplitudes, rotation, and spectral line broadening

Gravito-inertial asteroseismology saw its birth thanks to high-precision CoRoT and Kepler space photometric light curves. So far, it gave rise to the internal rotation frequency of a few hundred intermediate-mass stars, yet only several tens of these have been weighed, sized, and age-dated with high precision from asteroseismic modelling. We aim to increase the sample of optimal targets for future gravito-inertial asteroseismology by assessing the properties of 15062 newly found Gaia DR3 gravity-mode pulsators. We also wish to investigate if there is any connection between their fundamental parameters and dominant mode on the one hand, and their spectral line broadening measured by Gaia on the other hand. After re-classifying about 22% of the F-type gravity-mode pulsators as B-type according to their effective temperature, we construct histograms of the fundamental parameters and mode properties of the 15062 new Gaia DR3 pulsators. We compare these histograms with those of 63 Kepler bona fide class members. We fit errors-in-variables regression models to couple the effective temperature, luminosity, gravity, and oscillation properties to the two Gaia DR3 parameters capturing spectral line broadening for a fraction of the pulsators. We find that the selected 15062 gravity-mode pulsators have properties fully in line with those of their well-known Kepler analogues, revealing that Gaia has a role to play in asteroseismology. The dominant g-mode frequency is a significant predictor of the spectral line broadening for the class members having this quantity measured. We show that the Gaia vbroad parameter captures the joint effect of time-independent intrinsic and rotational line broadening and time-dependent tangential pulsational broadening. Gaia was not desiged to detect non-radial oscillations, yet its homogeneous data treatment allow us to identify many new gravity-mode pulsators.

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Internal rotation and buoyancy travel time of 60 gamma Doradus stars from uninterrupted TESS light curves spanning 352 days

Context. Gamma Doradus (hereafter $γ$~Dor) stars are gravity-mode pulsators whose periods carry information about the internal structure of the star. These periods are especially sensitive to the internal rotation and chemical mixing, two processes that are currently not well constrained in the theory of stellar evolution. Aims. We aim to identify the pulsation modes and deduce the internal rotation and buoyancy travel time for 106 $γ$ Dor stars observed by the Transiting Exoplanet Survey Satellite (TESS) mission in its southern continuous viewing zone (hereafter S-CVZ). We rely on 140 previously detected period-spacing patterns, that is, series of (near-)consecutive pulsation mode periods. Methods. We used the asymptotic expression to compute gravity-mode frequencies for ranges of the rotation rate and buoyancy travel time that cover the physical range in $γ$~Dor stars. Those frequencies were fitted to the observed period-spacing patterns by minimising a custom cost function. The effects of rotation were evaluated using the traditional approximation of rotation, using the stellar pulsation code GYRE. Results. We obtained the pulsation mode identification, internal rotation and buoyancy travel time for 60 TESS $γ$~Dor stars. For the remaining 46 targets, the detected patterns are either too short or contained too many missing modes for unambiguous mode identification, and longer light curves are required. For the successfully analysed stars, we found that period-spacing patterns from 1-yr long TESS light curves can constrain the internal rotation and buoyancy travel time to a precision of $\rm 0.03~d^{-1}$ and 400s, respectively, which is about half as precise as literature results based on 4-yr Kepler light curves of $γ$~Dor stars.

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Can we detect deep axisymmetric toroidal magnetic fields in stars?

One of the major discoveries of asteroseismology is the signature of a strong extraction of angular momentum (AM) in the radiative zones of stars across the entire Hertzsprung-Russell diagram, resulting in weak core-to-surface rotation contrasts. Despite all efforts, a consistent AM transport theory, which reproduces both the internal rotation and mixing probed thanks to the seismology of stars, remains one of the major open problems in modern stellar astrophysics. A possible key ingredient to figure out this puzzle is magnetic field with its various possible topologies. Among them, strong axisymmetric toroidal fields, which are subject to the so-called Tayler MHD instability, could play a major role. They could trigger a dynamo action in radiative layers while the resulting magnetic torque allows an efficient transport of AM. But is it possible to detect signatures of these deep toroidal magnetic fields? The only way to answer this question is asteroseismology and the best laboratories of study are intermediate-mass and massive stars because of their external radiative envelope. Since most of these are rapid rotators during their main-sequence, we have to study stellar pulsations propagating in stably stratified, rotating, and potentially strongly magnetised radiative zones. For that, we generalise the traditional approximation of rotation, which provides in its classic version a flexible treatment of the adiabatic propagation of gravito-inertial modes, by taking simultaneously general axisymmetric differential rotation and toroidal magnetic fields into account. Using this new non-perturbative formalism, we derive the asymptotic properties of magneto-gravito-inertial modes and we explore the different possible field configurations. We found that the magnetic effects should be detectable for equatorial fields using high-precision asteroseismic data.

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Analysis of high-resolution FEROS spectroscopy for a sample of variable B-type stars assembled from TESS photometry

Spectroscopic data are necessary to break degeneracies in asteroseismic modelling of the interior structure in high- and intermediate-mass stars. We derive precise photospheric stellar parameters for a sample of 166 B-type stars with TESS light curves, suitable for detailed asteroseismic studies, through a homogeneous spectroscopic analysis. The variability types of these stars are classified based on all currently available TESS sectors. We obtained high-resolution spectra for all 166 targets with the FEROS spectrograph in the context of a large program. The Least-Squares Deconvolution method is employed to investigate spectral line profile variability and to detect binary systems. We identify 26 spectroscopic double-lined binaries; the remainder of the sample are 42 supergiants in the LMC galaxy and 98 Galactic stars. The spectra of the Galactic stars are analysed with the zeta-Payne, a machine learning-based spectrum analysis algorithm. We determine the five main surface parameters with average formal precisions of 70 K (Teff), 0.03 dex (logg), 0.07 dex ([M/H]), 8 km/s (vsini), and 0.7 km/s (vmicro). The average internal uncertainties we find for FEROS spectra with our spectrum analysis method are 430 K (Teff), 0.12 dex (logg), 0.13 dex ([M/H]), 12 km/s (vsini), and 2 km/s (vmicro). We find spectroscopic evidence that eight of the 98 Galactic targets are fast rotating g-mode pulsators occurring in between the slowly pulsating B (SPB) stars and delta Scuti instability strips. The g-mode frequencies of these pulsators are shifted to relatively high frequency values due to their rotation. Their apparently too low Teff relative to the SPB instability region can in most cases be explained by the gravity darkening effect. We also discover 13 new HgMn stars of which only one is found in a spectroscopic binary, resulting in a biased and therefore unreliable low binary rate of only 8%.

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Polarimetric detection of nonradial oscillation modes in the beta Cephei star beta Crucis

Here we report the detection of polarization variations due to nonradial modes in the beta Cephei star beta Crucis. In so doing we confirm 40-year-old predictions of pulsation-induced polarization variability and its utility in asteroseismology for mode identification. In an approach suited to other beta Cep stars, we combine polarimetry with space-based photometry and archival spectroscopy to identify the dominant nonradial mode in polarimetry, f2, as l = 3, m = -3 (in the m-convention of Dziembowski) and determine the stellar axis position angle as 25 (or 205) +/- 8 deg. The rotation axis inclination to the line of sight was derived as approx. 46 deg. from combined polarimetry and spectroscopy, facilitating identification of additional modes and allowing for asteroseismic modelling. This reveals a star of 14.5 +/- 0.5 Solar masses and a convective core containing approx. 28% of its mass -- making beta Crucis the most massive star with an asteroseismic age.

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Detecting deep axisymmetric toroidal magnetic fields in stars. The traditional approximation of rotation for differentially rotating deep spherical shells with a general azimuthal magnetic field

Asteroseismology has revealed small core-to-surface rotation contrasts in stars in the whole HR diagram. This is the signature of strong transport of angular momentum (AM) in stellar interiors. One of the plausible candidates to efficiently carry AM is magnetic fields with various topologies that could be present in stellar radiative zones. Among them, strong axisymmetric azimuthal magnetic fields have received a lot of interest. Indeed, if they are subject to the so-called Tayler instability, the accompanying triggered Maxwell stresses can transport AM efficiently. In addition, the electromotive force induced by the fluctuations of magnetic and velocity fields could potentially sustain a dynamo action that leads to the regeneration of the initial strong axisymmetric azimuthal magnetic field. The key question we aim to answer is: can we detect signatures of these deep strong azimuthal magnetic fields? The only way to answer this question is asteroseismology and the best laboratories of study are intermediate-mass and massive stars. Most of these are rapid rotators during their main-sequence. Therefore, we have to study stellar pulsations propagating in stably stratified, rotating, and potentially strongly magnetised radiative zones. We generalise the traditional approximation of rotation by simultaneously taking general axisymmetric differential rotation and azimuthal magnetic fields into account in a non-perturbative way. Using this new formalism, we derive the asymptotic properties of magneto-gravito-inertial (MGI) waves and their period spacings. We find that toroidal magnetic fields induce a shift in the period spacings of MGI modes. An equatorial azimuthal magnetic field with an amplitude of the order of $10^5\,\rm G$ leads to signatures that can be detectable thanks to modern space photometry. More complex hemispheric configurations are more difficult to observe.

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Zeta-Payne: a fully automated spectrum analysis algorithm for the Milky Way Mapper program of the SDSS-V survey

The Sloan Digital Sky Survey has recently initiated its 5th survey generation (SDSS-V), with a central focus on stellar spectroscopy. In particular, SDSS-V Milky Way Mapper program will deliver multi-epoch optical and near-infrared spectra for more than 5 million stars across the entire sky, covering a large range in stellar mass, surface temperature, evolutionary stage, and age. About 10% of those spectra will be of hot stars of OBAF spectral types, for whose analysis no established survey pipelines exist. Here we present the spectral analysis algorithm, Zeta-Payne, developed specifically to obtain stellar labels from SDSS-V spectra of stars with these spectral types and drawing on machine learning tools. We provide details of the algorithm training, its test on artificial spectra, and its validation on two control samples of real stars. Analysis with Zeta-Payne leads to only modest internal uncertainties in the near-IR with APOGEE (optical with BOSS): 3-10% (1-2%) for Teff, 5-30% (5-25%) for v*sin(i), 1.7-6.3 km/s(0.7-2.2 km/s) for RV, $<0.1$ dex ($<0.05$ dex) for log(g), and 0.4-0.5 dex (0.1 dex) for [M/H] of the star, respectively. We find a good agreement between atmospheric parameters of OBAF-type stars when inferred from their high- and low-resolution optical spectra. For most stellar labels the APOGEE spectra are (far) less informative than the BOSS spectra of these stars, while log(g), v*sin(i), and [M/H] are in most cases too uncertain for meaningful astrophysical interpretation. This makes BOSS low-resolution optical spectra better for stellar labels of OBAF-type stars, unless the latter are subject to high levels of extinction.

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The Seventeenth Data Release of the Sloan Digital Sky Surveys: Complete Release of MaNGA, MaStar and APOGEE-2 Data

This paper documents the seventeenth data release (DR17) from the Sloan Digital Sky Surveys; the fifth and final release from the fourth phase (SDSS-IV). DR17 contains the complete release of the Mapping Nearby Galaxies at Apache Point Observatory (MaNGA) survey, which reached its goal of surveying over 10,000 nearby galaxies. The complete release of the MaNGA Stellar Library (MaStar) accompanies this data, providing observations of almost 30,000 stars through the MaNGA instrument during bright time. DR17 also contains the complete release of the Apache Point Observatory Galactic Evolution Experiment 2 (APOGEE-2) survey which publicly releases infra-red spectra of over 650,000 stars. The main sample from the Extended Baryon Oscillation Spectroscopic Survey (eBOSS), as well as the sub-survey Time Domain Spectroscopic Survey (TDSS) data were fully released in DR16. New single-fiber optical spectroscopy released in DR17 is from the SPectroscipic IDentification of ERosita Survey (SPIDERS) sub-survey and the eBOSS-RM program. Along with the primary data sets, DR17 includes 25 new or updated Value Added Catalogs (VACs). This paper concludes the release of SDSS-IV survey data. SDSS continues into its fifth phase with observations already underway for the Milky Way Mapper (MWM), Local Volume Mapper (LVM) and Black Hole Mapper (BHM) surveys.

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Predictions for gravity-mode periods and surface abundances in intermediate-mass dwarfs from shear mixing and radiative levitation

The treatment of chemical mixing in the radiative envelopes of intermediate-mass stars has hardly been calibrated so far. Recent asteroseismic studies demonstrated that a constant diffusion coefficient in the radiative envelope is not able to explain the periods of trapped gravity modes in the oscillation spectra of $γ$ Doradus pulsators. We present a new generation of MESA stellar models with two major improvements. First, we present a new implementation for computing radiative accelerations and Rosseland mean opacities that requires significantly less CPU time. Second, the inclusion of shear mixing based on rotation profiles computed with the 2D stellar structure code ESTER is considered. We show predictions for the mode periods of these models covering stellar masses from 1.4 to 3.0${\rm M_\odot}$ across the main sequence (MS), computed for different metallicities. The morphology of the chemical mixing profile resulting from shear mixing in combination with atomic diffusion and radiative levitation does allow for mode trapping, while the diffusion coefficient in the outer envelope is large ($>10^{6}\,{\rm cm^2\,s^{-1}}$). Furthermore, we make predictions for the evolution of surface abundances for which radiative accelerations can be computed. We find that the N/C and C/O abundance ratios correlate with stellar age. We predict that these correlations are observable with precisions $\lesssim 0.1$ dex on these ratios, given that a precise age estimate can be made.

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Final Targeting Strategy for the SDSS-IV APOGEE-2N Survey

APOGEE-2 is a dual-hemisphere, near-infrared (NIR), spectroscopic survey with the goal of producing a chemo-dynamical mapping of the Milky Way Galaxy. The targeting for APOGEE-2 is complex and has evolved with time. In this paper, we present the updates and additions to the initial targeting strategy for APOGEE-2N presented in Zasowski et al. (2017). These modifications come in two implementation modes: (i) "Ancillary Science Programs" competitively awarded to SDSS-IV PIs through proposal calls in 2015 and 2017 for the pursuit of new scientific avenues outside the main survey, and (ii) an effective 1.5-year expansion of the survey, known as the Bright Time Extension, made possible through accrued efficiency gains over the first years of the APOGEE-2N project. For the 23 distinct ancillary programs, we provide descriptions of the scientific aims, target selection, and how to identify these targets within the APOGEE-2 sample. The Bright Time Extension permitted changes to the main survey strategy, the inclusion of new programs in response to scientific discoveries or to exploit major new datasets not available at the outset of the survey design, and expansions of existing programs to enhance their scientific success and reach. After describing the motivations, implementation, and assessment of these programs, we also leave a summary of lessons learned from nearly a decade of APOGEE-1 and APOGEE-2 survey operations. A companion paper, Santana et al. (submitted), provides a complementary presentation of targeting modifications relevant to APOGEE-2 operations in the Southern Hemisphere.

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Final Targeting Strategy for the SDSS-IV APOGEE-2S Survey

APOGEE is a high-resolution (R sim 22,000), near-infrared, multi-epoch, spectroscopic survey of the Milky Way. The second generation of the APOGEE project, APOGEE-2, includes an expansion of the survey to the Southern Hemisphere called APOGEE-2S. This expansion enabled APOGEE to perform a fully panoramic mapping of all the main regions of the Milky Way; in particular, by operating in the H-band, APOGEE is uniquely able to probe the dust-hidden inner regions of the Milky Way that are best accessed from the Southern Hemisphere. In this paper we present the targeting strategy of APOGEE-2S, with special attention to documenting modifications to the original, previously published plan. The motivation for these changes is explained as well as an assessment of their effectiveness in achieving their intended scientific objective. In anticipation of this being the last paper detailing APOGEE targeting, we present an accounting of all such information complete through the end of the APOGEE-2S project; this includes several main survey programs dedicated to exploration of major stellar populations and regions of the Milky Way, as well as a full list of programs contributing to the APOGEE database through allocations of observing time by the Chilean National Time Allocation Committee (CNTAC) and the Carnegie Institution for Science (CIS). This work was presented along with a companion article, R. Beaton et al. (submitted; AAS29028), presenting the final target selection strategy adopted for APOGEE-2 in the Northern Hemisphere.

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