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Joshua Liberman

Publications and source records attributed to Joshua Liberman.

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Analyzing Misalignment Tolerances for Implicit Electric Field Conjugation

High contrast imaging of extrasolar planets and circumstellar disks requires extreme wavefront stability. Such stability can be achieved with active wavefront control (WFC). The next generation of ground- and space-based telescopes will require a robust form of WFC in order to image planets at small inner working angles and extreme flux ratios with respect to the host star. WFC algorithms such as implicit Electric Field Conjugation (iEFC) reduce stellar leakage by minimizing the electric field within a given region of an image, creating a dark hole. iEFC utilizes an empirical approach to sense and remove speckles in the focal plane. While iEFC is empirically calibrated and can handle optical model errors, there are still model assumptions made during the calibration. The performance of iEFC will degrade if the system changes due to slow, optomechanical drifts. In this work, we assess the iEFC performance impacts of pupil misalignments on the deformable mirror and focal plane misalignments on the detector. We base our analysis on the MagAO-X instrument, an extreme AO system installed on the Magellan-Clay telescope, to develop iEFC misalignment tolerancing requirements for both ground- and space-based missions. We present end-to-end physical optics simulations of the MagAO-X instrument, demonstrating iEFC alignment tolerance.

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MagAO-X: Commissioning Results and Status of Ongoing Upgrades

MagAO-X is the coronagraphic extreme adaptive optics system for the 6.5 m Magellan Clay Telescope. We report the results of commissioning the first phase of MagAO-X. Components now available for routine observations include: the >2 kHz high-order control loop consisting of a 97 actuator woofer deformable mirror (DM), a 2040 actuator tweeter DM, and a modulated pyramid wavefront sensor (WFS); classical Lyot coronagraphs with integrated low-order (LO) WFS and control using a third 97-actuator non-common path correcting (NCPC) DM; broad band imaging in g, r, i, and z filters with two EMCCDs; simultaneous differential imaging in H-alpha; and integral field spectroscopy with the VIS-X module. Early science results include the discovery of an H-alpha jet, images of accreting protoplanets at H-alpha, images of young extrasolar giant planets in the optical, discovery of new white dwarf companions, resolved images of evolved stars, and high-contrast images of circumstellar disks in scattered light in g-band (500 nm). We have commenced an upgrade program, called "Phase II", to enable high-contrast observations at the smallest inner working angles possible. These upgrades include a new 952 actuator NCPC DM to enable coronagraphic wavefront control; phase induced amplitude apodization coronagraphs; new fast cameras for LOWFS and Lyot-LOWFS; and real-time computer upgrades. We will report the status of these upgrades and results of first on-sky testing in March-May 2024.

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MagAO-X Phase II Upgrades: Implementation and First On-Sky Results of a New Post-AO 1000 Actuator Deformable Mirror

MagAO-X is the extreme coronagraphic adaptive optics (AO) instrument for the 6.5-meter Magellan Clay telescope and is currently undergoing a comprehensive batch of upgrades. One innovation that the instrument features is a deformable mirror (DM) dedicated for non-common path aberration correction (NCPC) within the coronagraph arm. We recently upgraded the 97 actuator NCPC DM with a 1000 actuator Boston Micromachines Kilo-DM which serves to (1) correct non-common path aberrations which hamper performance at small inner-working angles, (2) facilitate focal-plane wavefront control algorithms (e.g., electric field conjugation) and (3) enable 10 kHz correction speeds (up from 2 kHz) to assist post-AO, real-time low-order wavefront control. We present details on the characterization and installation of this new DM on MagAO-X as part of our efforts to improve deep contrast performance for imaging circumstellar objects in reflected light. Pre-installation procedures included use of a Twyman-Green interferometer to build an interaction matrix for commanding the DM surface, in closed-loop, to a flat state for seamless integration into the instrument. With this new NCPC DM now installed, we report on-sky results from the MagAO-X observing run in March -- May 2024 for the Focus Diversity Phase Retrieval and implicit Electric Field Conjugation algorithms for quasistatic speckle removal and in-situ Strehl ratio optimization, respectively.

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The high-contrast performance of the Keck Planet Imager and Characterizer

The Keck Planet Imager and Characterizer (KPIC), a series of upgrades to the Keck II Adaptive Optics System and Instrument Suite, aims to demonstrate high-resolution spectroscopy of faint exoplanets that are spatially resolved from their host stars. In this paper, we measure KPIC's sensitivity to companions as a function of separation (i.e., the contrast curve) using on-sky data collected over four years of operation. We show that KPIC is able to reach contrasts of $1.3 \times 10^{-4}$ at 90 mas and $9.2 \times 10^{-6}$ at 420 mas separation from the star, and that KPIC can reach planet-level sensitivities at angular separations within the inner working angle of coronagraphic instruments such as GPI and SPHERE. KPIC is also able to achieve more extreme contrasts than other medium-/high-resolution spectrographs that are not as optimized for high-contrast performance. We decompose the KPIC performance budget into individual noise terms and discuss limiting factors. The fringing that results from combining a high-contrast imaging system with a high-resolution spectrograph is identified as an important source of systematic noise. After mitigation and correction, KPIC is able to reach within a factor of 2 of the photon noise limit at separations < 200 mas. At large separations, KPIC is limited by the background noise performance of NIRSPEC.

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Rotation and Abundances of the Benchmark Brown Dwarf HD 33632 Ab from Keck/KPIC High-resolution Spectroscopy

We present the projected rotational velocity and molecular abundances for HD 33632 Ab obtained via Keck Planet Imager and Characterizer high-resolution spectroscopy. HD 33632 Ab is a nearby benchmark brown dwarf companion at a separation of $\sim$20 au that straddles the L/T transition. Using a forward-modeling framework with on-axis host star spectra, self-consistent substellar atmospheric and retrieval models for HD 33632 Ab, we derive a projected rotational velocity of 53 $\pm$ 3 km/s and carbon/water mass fractions of log CO = $-$2.3 $\pm$ 0.3 and log H$_2$O = $-$2.7 $\pm$ 0.2. The inferred carbon-to-oxygen ratio (C/O = 0.58 $\pm$ 0.14), molecular abundances, and metallicity ([C/H] = 0.0 $\pm$ 0.2 dex) of HD 33632 Ab are consistent with its host star. Although detectable methane opacities are expected in L/T transition objects, we did not recover methane in our KPIC spectra, partly due to the high $v\sin{i}$ and to disequilibrium chemistry at the pressures we are sensitive to. We parameterize the spin as the ratio of rotation over break-up velocity, and compare HD 33632 Ab to a compilation of >200 very low-mass objects (M$\lesssim$0.1 M$_{\odot}$) that have spin measurements in the literature. There appears to be no clear trend for the isolated field low-mass objects versus mass, but a tentative trend is identified for low-mass companions and directly imaged exoplanets, similar to previous findings. A larger sample of close-in gas giant exoplanets and brown dwarfs will critically examine our understanding of their formation and evolution through rotation and chemical abundance measurements.

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kappa And b is a fast rotator from KPIC High Resolution Spectroscopy

We used the Keck Planet Imager and Characterizer (KPIC) to obtain high-resolution (R$\sim$35,000) K-band spectra of kappa Andromedae b, a planetary-mass companion orbiting the B9V star, kappa Andromedae A. We characterized its spin, radial velocity, and bulk atmospheric parameters through use of a forward modeling framework to jointly fit planetary spectra and residual starlight speckles, obtaining likelihood-based posterior probabilities. We also detected H$_{2}$O and CO in its atmosphere via cross correlation. We measured a $v\sin(i)$ value for kappa And b of $38.42\pm{0.05}$ km/s, allowing us to extend our understanding of the population of close in bound companions at higher rotation rates. This rotation rate is one of the highest spins relative to breakup velocity measured to date, at close to $50\%$ of breakup velocity. We identify a radial velocity $-17.35_{-0.09}^{+0.05}$ km/s, which we use with existing astrometry and RV measurements to update the orbital fit. We also measure an effective temperature of $1700\pm{100}$ K and a $\log(g)$ of $4.7\pm{0.5}$ cgs dex.

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Are these planets or brown dwarfs? Broadly solar compositions from high-resolution atmospheric retrievals of ~10-30 $M_\textrm{Jup}$ companions

Using Keck Planet Imager and Characterizer (KPIC) high-resolution ($R$~35000) spectroscopy from 2.29-2.49 $μ$m, we present uniform atmospheric retrievals for eight young substellar companions with masses of ~10-30 $M_\textrm{Jup}$, orbital separations spanning ~50-360 au, and $T_\textrm{eff}$ between ~1500-2600 K. We find that all companions have solar C/O ratios, and metallicities, to within the 1-2$σ$ level, with the measurements clustered around solar composition. Stars in the same stellar associations as our systems have near-solar abundances, so these results indicate that this population of companions is consistent with formation via direct gravitational collapse. Alternatively, core accretion outside the CO snowline would be compatible with our measurements, though the high mass ratios of most systems would require rapid core assembly and gas accretion in massive disks. On a population level, our findings can be contrasted with abundance measurements for directly imaged planets with m<10 $M_\textrm{Jup}$, which show tentative atmospheric metal enrichment. In addition, the atmospheric compositions of our sample of companions are distinct from those of hot Jupiters, which most likely form via core accretion. For two companions with $T_\textrm{eff}$~1700-2000 K (kap And b and GSC 6214-210 b), our best-fit models prefer a non-gray cloud model with >3$σ$ significance. The cloudy models yield 2-3$σ$ lower $T_\textrm{eff}$ for these companions, though the C/O and [C/H] still agree between cloudy and clear models at the $1σ$ level. Finally, we constrain 12CO/13CO for three companions with the highest S/N data (GQ Lup b, HIP 79098 b, and DH Tau b), and report $v$sin($i$) and radial velocities for all companions.

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Implicit Electric Field Conjugation Through a Single-mode Fiber

Connecting a coronagraph instrument to a spectrograph via a single-mode optical fiber is a promising technique for characterizing the atmospheres of exoplanets with ground and space-based telescopes. However, due to the small separation and extreme flux ratio between planets and their host stars, instrument sensitivity will be limited by residual starlight leaking into the fiber. To minimize stellar leakage, we must control the electric field at the fiber input. Implicit electric field conjugation (iEFC) is a model-independent wavefront control technique in contrast with classical electric field conjugation (EFC) which requires a detailed optical model of the system. We present here the concept of an iEFC-based wavefront control algorithm to improve stellar rejection through a single-mode fiber. As opposed to image-based iEFC which relies on minimizing intensity in a dark hole region, our approach aims to minimize the amount of residual starlight coupling into a single-mode fiber. We present broadband simulation results demonstrating a normalized intensity greater than 10^{-10} for both fiber-based EFC and iEFC. We find that both control algorithms exhibit similar performance for the low wavefront error (WFE) case, however, iEFC outperforms EFC by approximately 100x in the high WFE regime. Having no need for an optical model, this fiber-based approach offers a promising alternative to EFC for ground and space-based telescope missions, particularly in the presence of residual WFE.

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Keck Primary Mirror Closed-Loop Segment Control using a Vector-Zernike Wavefront Sensor

We present the first on-sky segmented primary mirror closed-loop piston control using a Zernike wavefront sensor (ZWFS) installed on the Keck II telescope. Segment co-phasing errors are a primary contributor to contrast limits on Keck and will be necessary to correct for the next generation of space missions and ground-based extremely large telescopes (ELTs), which will all have segmented primary mirrors. The goal of the ZWFS installed on Keck is to monitor and correct primary mirror co-phasing errors in parallel with science observations. The ZWFS is ideal for measuring phase discontinuities such as segment co-phasing errors and is one of the most sensitive WFS, but has limited dynamic range. The vector-ZWFS at Keck works on the adaptive optics (AO) corrected wavefront and consists of a metasurface focal plane mask which imposes two different phase shifts on the core of the point spread function (PSF) to two orthogonal light polarizations, producing two pupil images. This design extends the dynamic range compared with the scalar ZWFS. The primary mirror segment pistons were controlled in closed-loop using the ZWFS, improving the Strehl ratio on the NIRC2 science camera by up to 10 percentage points. We analyze the performance of the closed-loop tests, the impact on NIRC2 science data, and discuss the ZWFS measurements.

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Orbital and Atmospheric Characterization of the 1RXS J034231.8+121622 System Using High-Resolution Spectroscopy Confirms That The Companion is a Low-Mass Star

The 1RXS J034231.8+121622 system consists of an M dwarf primary and a directly imaged low-mass stellar companion. We use high resolution spectroscopic data from Keck/KPIC to estimate the objects' atmospheric parameters and radial velocities (RVs). Using PHOENIX stellar models, we find that the primary has a temperature of 3460 $\pm$ 50 K a metallicity of 0.16 $\pm$ 0.04, while the secondary has a temperature of 2510 $\pm$ 50 K and a metallicity of $0.13\substack{+0.12 \\ -0.11}$. Recent work suggests this system is associated with the Hyades, placing it an older age than previous estimates. Both metallicities agree with current $[Fe/H]$ Hyades measurements (0.11 -- 0.21). Using stellar evolutionary models, we obtain significantly higher masses for the objects, of 0.30 $\pm$ 0.15 $M_\odot$ and 0.08 $\pm$ 0.01 $M_\odot$ (84 $\pm$ 11 $M_{Jup}$) respectively. Using the RVs and a new astrometry point from Keck/NIRC2, we find that the system is likely an edge-on, moderately eccentric ($0.41\substack{+0.27 \\ -0.08}$) configuration. We also estimate the C/O ratio of both objects using custom grid models, obtaining 0.42 $\pm$ 0.10 (primary) and 0.55 $\pm$ 0.10 (companion). From these results, we confirm that this system most likely went through a binary star formation process in the Hyades. The significant changes in this system's parameters since its discovery highlight the importance of high resolution spectroscopy for both orbital and atmospheric characterization of directly imaged companions.

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Vortex Fiber Nulling for Exoplanet Observations: First Direct Detection of M Dwarf Companions around HIP 21543, HIP 94666, and HIP 50319

Vortex fiber nulling (VFN) is a technique for detecting and characterizing faint companions at small separations from their host star. A near-infrared ($\sim2.3 μ$m) VFN demonstrator mode was deployed on the Keck Planet Imager and Characterizer (KPIC) instrument at the Keck Observatory and presented earlier. In this paper, we present the first VFN companion detections. Three targets, HIP 21543 Ab, HIP 94666 Ab, and HIP 50319 B, were detected with host-companion flux ratios between 70 and 430 at and within one diffraction beamwidth ($λ/D$). We complement the spectra from KPIC VFN with flux ratio and position measurements from the CHARA Array to validate the VFN results and provide a more complete characterization of the targets. This paper reports the first direct detection of these three M dwarf companions, yielding their first spectra and flux ratios. Our observations provide measurements of bulk properties such as effective temperatures, radial velocities, and v$\sin{i}$, and verify the accuracy of the published orbits. These detections corroborate earlier predictions of the KPIC VFN performance, demonstrating that the instrument mode is ready for science observations.

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Validation of elemental and isotopic abundances in late-M spectral types with the benchmark HIP 55507 AB system

M dwarfs are common host stars to exoplanets but often lack atmospheric abundance measurements. Late-M dwarfs are also good analogs to the youngest substellar companions, which share similar $T_{\rm eff}\sim2300-2800~K$. We present atmospheric analyses for the M7.5 companion HIP 55507 B and its K6V primary star with Keck/KPIC high-resolution ($R\sim35,000$) $K$ band spectroscopy. First, by including KPIC relative radial velocities between the primary and secondary in the orbit fit, we improve the dynamical mass precision by 60% and find $M_B=88.0_{-3.2}^{+3.4}$ $M_{\rm Jup}$, putting HIP 55507 B above the stellar-substellar boundary. We also find that HIP 55507 B orbits its K6V primary star with $a=38^{+4}_{-3}$ AU and $e=0.40\pm0.04$. From atmospheric retrievals of HIP 55507 B, we measure $\rm [C/H]=0.24\pm0.13$, $\rm [O/H]=0.15\pm0.13$, and $\rm C/O=0.67\pm0.04$. Moreover, we strongly detect $\rm ^{13}CO$ ($7.8σ$ significance) and tentatively detect $\rm H_2^{18}O$ ($3.7σ$ significance) in companion's atmosphere, and measure $\rm ^{12}CO/^{13}CO=98_{-22}^{+28}$ and $\rm H_2^{16}O/H_2^{18}O=240_{-80}^{+145}$ after accounting for systematic errors. From a simplified retrieval analysis of HIP 55507 A, we measure $\rm ^{12}CO/^{13}CO=79_{-16}^{+21}$ and $\rm C^{16}O/C^{18}O=288_{-70}^{+125}$ for the primary star. These results demonstrate that HIP 55507 A and B have consistent $\rm ^{12} C/^{13}C$ and $\rm ^{16}O/^{18}O$ to the $<1σ$ level, as expected for a chemically homogeneous binary system. Given the similar flux ratios and separations between HIP 55507 AB and systems with young, substellar companions, our results open the door to systematically measuring $\rm ^{13}CO$ and $\rm H_2^{18}O$ abundances in the atmospheres of substellar or even planetary-mass companions with similar spectral types.

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Atmospheric metallicity and C/O of HD 189733 b from high-resolution spectroscopy

We present high-resolution $K$-band emission spectra of the quintessential hot Jupiter HD 189733 b from the Keck Planet Imager and Characterizer (KPIC). Using a Bayesian retrieval framework, we fit the dayside pressure-temperature profile, orbital kinematics, mass-mixing ratios of H$_2$O, CO, CH$_4$, NH$_3$, HCN, and H$_2$S, and the $\rm ^{13}CO/^{12}CO$ ratio. We measure mass fractions of $\rm \log H_2O = -2.0^{+0.4}_{-0.4}$ and $\rm \log CO = -2.2^{+0.5}_{-0.5}$, and place upper limits on the remaining species. Notably, we find $\rm \log CH_4 < -4.5$ at 99\% confidence, despite its anticipated presence at the equilibrium temperature of HD 189733 b assuming local thermal equilibrium. We make a tentative ($\sim3σ$) detection of $\rm ^{13}CO$, and the retrieved posteriors suggest a $\rm ^{12}C/^{13}C$ ratio similar to or substantially less than the local interstellar value. The possible $\rm ^{13}C$ enrichment would be consistent with accretion of fractionated material in ices or in the protoplanetary disk midplane. The retrieved abundances correspond to a substantially sub-stellar atmospheric $\rm C/O = 0.3\pm0.1$, while the carbon and oxygen abundances are stellar to slightly super-stellar, consistent with core-accretion models which predict an inverse correlation between C/O and metallicity. The specific combination of low C/O and high metallicity suggests significant accretion of solid material may have occurred late in the formation process of HD 189733 b.

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Vortex Fiber Nulling for Exoplanet Observations: Implementation and First Light

Vortex fiber nulling (VFN) is a single-aperture interferometric technique for detecting and characterizing exoplanets separated from their host star by less than a diffracted beam width. VFN uses a vortex mask and single mode fiber to selectively reject starlight while coupling off-axis planet light with a simple optical design that can be readily implemented on existing direct imaging instruments that can feed light to an optical fiber. With its axially symmetric coupling region peaking within the inner working angle of conventional coronagraphs, VFN is more efficient at detecting new companions at small separations than conventional direct imaging, thereby increasing the yield of on-going exoplanet search campaigns. We deployed a VFN mode operating in K band ($2.0{-}2.5~μ$m) on the Keck Planet Imager and Characterizer (KPIC) instrument at the Keck II Telescope. In this paper we present the instrument design of this first on-sky demonstration of VFN and the results from on-sky commissioning, including planet and star throughput measurements and predicted flux-ratio detection limits for close-in companions. The instrument performance is shown to be sufficient for detecting a companion $10^3$ times fainter than a $5^{\mathrm{th}}$ magnitude host star in 1 hour at a separation of 50 mas (1.1$λ/D$). This makes the instrument capable of efficiently detecting substellar companions around young stars. We also discuss several routes for improvement that will reduce the required integration time for a detection by a factor ${>}$3.

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On-sky speckle nulling through a single-mode fiber with the Keck Planet Imager and Characterizer

The Keck Planet Imager and Characterizer (KPIC) is an instrument at the Keck II telescope that enables high-resolution spectroscopy of directly imaged exoplanets and substellar companions. KPIC uses single-mode fibers to couple the adaptive optics system to Keck's near-infrared spectrometer (NIRSPEC). However, KPIC's sensitivity at small separations is limited by the leakage of stellar light into the fiber. Speckle nulling uses a deformable mirror to destructively interfere starlight with itself, a technique typically used to reduce stellar signal on a focal-plane imaging detector. We present the first on-sky demonstration of speckle nulling through an optical fiber with KPIC, using NIRSPEC to collect exposures that measure speckle phase for quasi-real-time wavefront control while also serving as science data. We repeat iterations of measurement and correction, each using at least 5 exposures. We show a decrease in the on-sky leaked starlight by a factor of 2.6 to 2.8 in the targeted spectral order, at a spatial separation of 2.0 λ/D in K-band. This corresponds to an estimated factor of 2.6 to 2.8 decrease in the required exposure time to reach a given SNR, relative to conventional KPIC observations. The performance of speckle nulling is limited by instability in the speckle phase: when the loop is opened, the null-depth degrades by a factor of 2 on the timescale of a single phase measurement, which would limit the suppression that can be achieved. Future work includes exploring gradient-descent methods, which may be faster and thereby able to achieve deeper nulls. In the meantime, the speckle nulling algorithm demonstrated in this work can be used to decrease stellar leakage and improve the signal-to-noise of science observations.

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Keck/KPIC Emission Spectroscopy of WASP-33b

We present Keck/KPIC high-resolution ($R\sim35,000$) $K$-band thermal emission spectroscopy of the ultra-hot Jupiter WASP-33b. The use of KPIC's single-mode fibers greatly improves both blaze and line-spread stabilities relative to slit spectrographs, enhancing the cross-correlation detection strength. We retrieve the dayside emission spectrum with a nested sampling pipeline which fits for orbital parameters, the atmospheric pressure-temperature profile, and molecular abundances.We strongly detect the thermally-inverted dayside and measure mass-mixing ratios for CO ($\log\rm CO_{MMR} = -1.1^{+0.4}_{-0.6}$), H$_2$O ($\log\rm H_2O_{MMR} = -4.1^{+0.7}_{-0.9}$) and OH ($\log\rm OH_{MMR} = -2.1^{+0.5}_{-1.1}$), suggesting near-complete dayside photodissociation of H$_2$O. The retrieved abundances suggest a carbon- and possibly metal-enriched atmosphere, with a gas-phase C/O ratio of $0.8^{+0.1}_{-0.2}$, consistent with the accretion of high-metallicity gas near the CO$_2$ snow line and post-disk migration or with accretion between the soot and H$_2$O snow lines. We also find tentative evidence for $\rm ^{12}CO/^{13}CO \sim 50$, consistent with values expected in protoplanetary disks, as well as tentative evidence for a metal-enriched atmosphere (2--15$\times$ solar). These observations demonstrate KPIC's ability to characterize close-in planets and the utility of KPIC's improved instrumental stability for cross-correlation techniques.

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