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Matthew Shetrone

Publications and source records attributed to Matthew Shetrone.

At least 19 recordsLinked to original sources

OCCAM X. Neutron Capture Abundances with Keck/HIRES & Magellan/MIKE

The chemistry of stars provides powerful insight into the history of the Milky Way. With multiple large-sky spectroscopic surveys that are currently available, using chemistry as a means to study the evolution and history of the Milky Way has flourished. Open clusters have long been used as landmarks to calibrate different age dating methods (e.g., gyrochronology and asteroseismology). In this work, we utilize the SDSS-IV/APOGEE-based Open Cluster Chemical Abundances and Mapping (OCCAM) survey as our foundation for new optical observations; enabling us to characterize neutron-capture abundances for known cluster members. For 56 stars in 18 open clusters, we collected high-resolution (R > 50,000), high-S/N (>75 at 5500A), spectra from Keck I and Magellan Baade telescopes. With these data, we derive abundances for 23 elements using BACCHUS, including 7 neutron capture abundances not measurable by APOGEE. Finally, we characterize the radial distribution of these neutron-capture elements in the Milky Way. We find that the second-peak s-process and r-process abundances exhibit relatively flat gradients in the Milky Way. Although not as distinct, the first-peak s-process abundances also have slopes which are shallower than the alpha and iron-peak elements. The differences in the neutron-capture gradients from the lighter elements not just indicates the sources producing these elements are fundamentally different, but that the timescales on which they are produced also differ (especially for the r-process). Moreover, a metallicity dependence of the AGB stars responsible for producing the heaviest s-process abundances may be necessary to consider in Galactic evolution models.

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The Apache Point Observatory extra-Galactic Evolution Experiment (APOeGEE): Chemical Abundance Trends for Seven Dwarf Spheroidal Galaxies in the APOGEE Survey

In addition to comprehensive surveys of the Milky Way bulge, disk, and halo, the Apache Point Galactic Evolution Experiment (APOGEE) project observed seven dwarf spheroidal satellites (dSphs) of the Milky Way: Carina, Sextans, Sculptor, Draco, Ursa Minor, Bootes 1, and Fornax. APOGEE radial velocities, stellar parameters, and Gaia EDR3 proper motions are used to identify member stars in the vicinity of each dwarf. To properly analyze the abundance patterns of these galaxies, a novel procedure was developed to determine the measurable upper limits of the APOGEE chemical abundances as a function of the effective temperature and the spectral signal-to-noise ratio. In general, the APOGEE abundance patterns of these galaxies (limited to [Fe/H] $>$ -2.5) agree with those found in high-resolution optical studies after abundance offsets are applied. Most of the galaxies studied have abundance patterns that are distinctly different from the majority of stars found in the MW halo, suggesting that these galaxies contributed little to the MW halo above [Fe/H] $>$ -2.0. From these abundance patterns, we find that these dSphs tend to follow two types of chemical evolution paths: episodic and continuous star formation, a result that is consistent with previous photometric studies of their star formation histories. We explore whether mass and/or environment have an impact on whether a galaxy has an episodic or continuous star formation history, finding evidence that, in addition to the galaxy's mass, proximity to a larger galaxy and the cessation of star formation may drive the overall shape of the chemical evolution.

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Extending the [C/N]-Age Calibration: Using Globular Clusters to Explore Older and Metal-Poor Populations

In the coming years, detailed chemical abundances from large-scale high-resolution spectroscopic surveys will become available for vast numbers of stars across the Milky Way. Previous work has suggested that abundance ratios from these spectra can allow us to estimate ages from a large number of stars. These data will be leveraged to calibrate chemical clocks to age-date field stars, as reliable stellar ages remain elusive. In this work, we extended our empirical relationship between stellar age and their carbon-to-nitrogen ([C/N]) abundance ratio for evolved stars to older and more metal-poor stars by combining the original open cluster calibration sample and four globular clusters: 47 Tuc, M 71, M 4, and M 5. With this extension, [C/N] can be used as a chemical clock for evolved field stars to investigate not only regions within the metal rich disk, but also more metal-poor regions of our Galaxy. We have established the [C/N]-age relationship for APOGEE DR17 red giant stars, that have experienced the first dredge up but have not yet undergone any extra-mixing, in clusters usable for ages between $8.62 \leq \log(Age[{\rm yr}]) \leq 10.13$ and for metallicites of $-1.2\leq[Fe/H]\leq+0.3$. This relationship can be uniformly applied to these stars within the APOGEE DR17 sample. This measured [C/N]-age APOGEE DR17 relationship is also shown to be consistent with stellar ages derived from asterosiesmic results of APOKASC and APO-K2.

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Distribution of Europium in The Milky Way Disk; Its Connection to Planetary Habitability and The Source of The R-Process

The energy provided in the radioactive decay of thorium (Th) and uranium (U) isotopes, embedded in planetary mantles, sustains geodynamics important for surface habitability such as the generation of a planetary magnetic dynamo. In order to better understand the thermal evolution of nearby exoplanets, stellar photospheric abundances can be used to infer the material composition of orbiting planets. Here we constrain the intrinsic dispersion of the r-process element europium (Eu) (measured in relative abundance [Eu/H]) as a proxy for Th and U in local F, G, and K type dwarf stars. Adopting stellar-chemical data from two high quality spectroscopic surveys, we have determined a small intrinsic scatter of 0.025 dex in [Eu/H] within the disk. We further investigate the stellar anti-correlation in [Eu/$\alpha$] vs [$\alpha$/H] at late metallicities to probe in what regimes planetary radiogenic heating may lead to periods of extended dynamo collapse. We find that only near-solar metallicity stars in the disk have Eu inventories supportive of a persistent dynamo in attendant planets, supporting the notion of a ``metallicity Goldilocks zone'' in the galactic disk. The observed anti-correlation further provides novel evidence regarding the nature of r-processes injection by substantiating $\alpha$ element production is decoupled from Eu injection. This suggests either a metallicity-dependent r-process in massive core-collapse supernovae, or that neutron-star merger events dominate r-process production in the recent universe.

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APOKASC-3: The Third Joint Spectroscopic and Asteroseismic catalog for Evolved Stars in the Kepler Fields

In the third APOKASC catalog, we present data for the complete sample of 15,808 evolved stars with APOGEE spectroscopic parameters and Kepler asteroseismology. We used ten independent asteroseismic analysis techniques and anchor our system on fundamental radii derived from Gaia $L$ and spectroscopic $T_{\rm eff}$. We provide evolutionary state, asteroseismic surface gravity, mass, radius, age, and the spectroscopic and asteroseismic measurements used to derive them for 12,418 stars. This includes 10,036 exceptionally precise measurements, with median fractional uncertainties in \nmax, \dnu, mass, radius and age of 0.6\%, 0.6\%, 3.8\%, 1.8\%, and 11.1\% respectively. We provide more limited data for 1,624 additional stars which either have lower quality data or are outside of our primary calibration domain. Using lower red giant branch (RGB) stars, we find a median age for the chemical thick disk of $9.14 \pm 0.05 ({\rm ran}) \pm 0.9 ({\rm sys})$ Gyr with an age dispersion of 1.1 Gyr, consistent with our error model. We calibrate our red clump (RC) mass loss to derive an age consistent with the lower RGB and provide asymptotic GB and RGB ages for luminous stars. We also find a sharp upper age boundary in the chemical thin disk. We find that scaling relations are precise and accurate on the lower RGB and RC, but they become more model dependent for more luminous giants and break down at the tip of the RGB. We recommend the usage of multiple methods, calibration to a fundamental scale, and the usage of stellar models to interpret frequency spacings.

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Carbon enrichment in APOGEE disk stars as evidence of mass transfer in binaries

Carbon abundances in first-ascent giant stars are usually lower than those of their main-sequence counterparts. At moderate metallicities, stellar evolution of single stars cannot account for the existence of red-giant branch stars with enhanced carbon abundances. The phenomenon is usually interpreted as resulting from past mass transfer from an evolved binary companion now in the white dwarf evolutionary stage. Aims: We aim to confirm the links between [C/O] enhancement, s-process element enhancement and binary fraction using large-scale catalogues of stellar abundances and probable binary stars. Methods: We use a large data set from the 17 data release of the SDSS-IV/APOGEE~2 survey to identify carbon-enhanced stars in the Galactic disk. We identify a continuum of carbon enrichment throughout three different sub-populations of disk stars and explore links between the degree of carbon enrichment and binary frequency, metallicity and chemical compositions. Results: We verify a clear correlation between binary frequency and enhancement in the abundances of both carbon and cerium, lending support to the scenario whereby carbon-enhanced stars are the result of mass transfer by an evolved binary companion. In addition, we identify clustering in the carbon abundances of high-$\alpha$ disk stars, suggesting that those on the high metallicity end are likely younger, in agreement with theoretical predictions for the presence of a starburst population following the gas-rich merger of the Gaia-Enceladus/Sausage system.

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The Hobby-Eberly Telescope VIRUS Parallel Survey (HETVIPS)

The Hobby-Eberly Telescope (HET) VIRUS Parallel Survey (HETVIPS) is a blind spectroscopic program that sparsely covers approximately two-thirds of the celestial sphere and consists of roughly 252 million fiber spectra. The spectra were taken in parallel mode with the Visible Integral-field Replicable Unit Spectrograph (VIRUS) instrument when the HET was observing a primary target with other HET facility instruments. VIRUS can simultaneously obtain approximately 35,000 spectra covering 3470A to 5540A at a spectral resolution of ~800. Although the vast majority of these spectra cover blank sky, we used the Pan-STARRS1 Data Release 2 Stacked Catalog to identify objects encompassed in the HETVIPS pointings and extract their spectra. This paper presents the first HETVIPS data release, containing 493,012 flux-calibrated spectra obtained through 31 March 2023, as well as a description of the data processing technique. Each of the object spectra were classified, resulting in a catalog of 74,196 galaxies, 4,087 quasars, 259,396 stars, and 154,543 unknown sources.

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A Tale of Two Disks: Mapping the Milky Way with the Final Data Release of APOGEE

We present new maps of the Milky Way disk showing the distribution of metallicity ([Fe/H]), $\alpha$-element abundances ([Mg/Fe]), and stellar age, using a sample of 66,496 red giant stars from the final data release (DR17) of the Apache Point Observatory Galactic Evolution Experiment (APOGEE) survey. We measure radial and vertical gradients, quantify the distribution functions for age and metallicity, and explore chemical clock relations across the Milky Way for the low-$\alpha$ disk, high-$\alpha$ disk, and total population independently. The low-$\alpha$ disk exhibits a negative radial metallicity gradient of $-0.06 \pm 0.001$ dex kpc$^{-1}$, which flattens with distance from the midplane. The high-$\alpha$ disk shows a flat radial gradient in metallicity and age across nearly all locations of the disk. The age and metallicity distribution functions shift from negatively skewed in the inner Galaxy to positively skewed at large radius. Significant bimodality in the [Mg/Fe]-[Fe/H] plane and in the [Mg/Fe]-age relation persist across the entire disk. The age estimates have typical uncertainties of $\sim0.15$ in $\log$(age) and may be subject to additional systematic errors, which impose limitations on conclusions drawn from this sample. Nevertheless, these results act as critical constraints on galactic evolution models, constraining which physical processes played a dominant role in the formation of the Milky Way disk. We discuss how radial migration predicts many of the observed trends near the solar neighborhood and in the outer disk, but an additional more dramatic evolution history, such as the multi-infall model or a merger event, is needed to explain the chemical and age bimodality elsewhere in the Galaxy.

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An Investigation of Non-Canonical Mixing in Red Giant Stars Using APOGEE 12C/13C Ratios Observed in Open Cluster Stars

Standard stellar evolution theory poorly predicts the surface abundances of chemical species in low-mass, red giant branch (RGB) stars. Observations show an enhancement of p-p chain and CNO cycle products in red giant envelopes, which suggests the existence of non-canonical mixing that brings interior burning products to the surface of these stars. The 12C/13C ratio is a highly sensitive abundance metric used to probe this mixing. We investigate extra RGB mixing by examining (1) how 12C/13C is altered along the RGB and (2) how 12C/13C changes for stars of varying age and mass. Our sample consists of 43 red giants spread over 15 open clusters from the Sloan Digital Sky Survey's APOGEE DR17 that have reliable 12C/13C ratios derived from their APOGEE spectra. We vetted these 12C/13C ratios and compared them as a function of evolution and age/mass to the standard mixing model of stellar evolution and to a model that includes prescriptions for RGB thermohaline mixing and stellar rotation. We find that the observations deviate from standard mixing models, implying the need for extra mixing. Additionally, some of the abundance patterns depart from the thermohaline model, and it is unclear whether these differences are due to incomplete observations, issues inherent to the model, our assumption of the cause of extra mixing, or any combination of these factors. Nevertheless, the surface abundances across our age/mass range clearly deviate from the standard model, agreeing with the notion of a universal mechanism for RGB extra mixing in low-mass stars.

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The LIGO HET Response (LIGHETR) Project to Discover and Spectroscopically Follow Optical Transients Associated with Neutron Star Mergers

The LIGO HET Response (LIGHETR) project is an enterprise to follow up optical transients (OT) discovered as gravitational wave merger sources by the LIGO/Virgo collaboration (LVC). Early spectroscopy has the potential to constrain crucial parameters such as the aspect angle. The LIGHETR collaboration also includes the capacity to model the spectroscopic evolution of mergers to facilitate a real-time direct comparison of models with our data. The principal facility is the Hobby-Eberly Telescope. LIGHETR uses the massively-replicated VIRUS array of spectrographs to search for associated OTs and obtain early blue spectra and in a complementary role, the low-resolution LRS-2 spectrograph is used to obtain spectra of viable candidates as well as a densely-sampled series of spectra of true counterparts. Once an OT is identified, the anticipated cadence of spectra would match or considerably exceed anything achieved for GW170817 = AT2017gfo for which there were no spectra in the first 12 hours and thereafter only roughly once daily. We describe special HET-specific software written to facilitate the program and attempts to determine the flux limits to undetected sources. We also describe our campaign to follow up OT candidates during the third observational campaign of the LIGO and Virgo Scientific Collaborations. We obtained VIRUS spectroscopy of candidate galaxy hosts for 5 LVC gravitational wave events and LRS-2 spectra of one candidate for the OT associated with S190901ap. We identified that candidate, ZTF19abvionh = AT2019pip, as a possible Wolf-Rayet star in an otherwise unrecognized nearby dwarf galaxy.

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GHOST Commissioning Science Results: Identifying a new chemically peculiar star in Reticulum II

The Gemini High-resolution Optical SpecTrograph (GHOST) is the newest high resolution spectrograph to be developed for a large aperture telescope, recently deployed and commissioned at the Gemini-South telescope. In this paper, we present the first science results from the GHOST spectrograph taking during its commissioning runs. We have observed the bright metal-poor benchmark star HD 122563, along with two stars in the ultra faint dwarf galaxy, Ret II, one of which was previously identified as a candidate member, but did not have a previous detailed chemical abundance analysis. This star (GDR3 0928) is found to be a bona fide member of Ret II, and from a spectral synthesis analysis, it is also revealed to be a CEMP-r star, with significant enhancements in the several light elements (C, N, O, Na, Mg, and Si), in addition to featuring an r-process enhancement like many other Ret II stars. The light-element enhancements in this star resemble the abundance patterns seen in the CEMP-no stars of other ultra faint dwarf galaxies, and are thought to have been produced by an independent source from the r-process. These unusual abundance patterns are thought to be produced by faint supernovae, which may be produced by some of the earliest generations of stars.

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BACCHUS Analysis of Weak Lines in APOGEE Spectra (BAWLAS)

Elements with weak and blended spectral features in stellar spectra are challenging to measure and require specialized analysis methods to precisely measure their chemical abundances. In this work, we have created a catalog of approximately 120,000 giants with high signal-to-noise APOGEE DR17 spectra, for which we explore weak and blended species to measure Na, P, S, V, Cu, Ce, and Nd abundances and $^{12}$C/$^{13}$C isotopic ratios. We employ an updated version of the BACCHUS (Brussels Automatic Code for Characterizing High accUracy Spectra) code to derive these abundances using the stellar parameters measured by APOGEE's DR17 ASPCAP pipeline, quality flagging to identify suspect spectral lines, and a prescription for upper limits. Combined these allow us to provide our BACCHUS Analysis of Weak Lines in APOGEE Spectra (BAWLAS) catalog of precise chemical abundances for these weak and blended species that agrees well with literature and improves upon APOGEE abundances for these elements, some of which are unable to be measured with APOGEE's current, grid-based approach without computationally expensive expansions. This new catalog can be used alongside APOGEE and provide measurements for many scientific applications ranging from nuclear physics to Galactic chemical evolution and Milky Way population studies. To illustrate this we show some examples of uses for this catalog, such as, showing that we observe stars with enhanced s-process abundances or that we can use the our $^{12}$C/$^{13}$C ratios to explore extra mixing along the red giant branch.

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The chemical characterisation of halo substructure in the Milky Way based on APOGEE

Galactic haloes in a $\Lambda$-CDM universe are predicted to host today a swarm of debris resulting from cannibalised dwarf galaxies. The chemo-dynamical information recorded in their stellar populations helps elucidate their nature, constraining the assembly history of the Galaxy. Using data from APOGEE and \textit{Gaia}, we examine the chemical properties of various halo substructures, considering elements that sample various nucleosynthetic pathways. The systems studied are Heracles, \textit{Gaia}-Enceladus/Sausage (GES), the Helmi stream, Sequoia, Thamnos, Aleph, LMS-1, Arjuna, I'itoi, Nyx, Icarus, and Pontus. Abundance patterns of all substructures are cross-compared in a statistically robust fashion. Our main findings include: {\it i)} the chemical properties of most substructures studied match qualitatively those of dwarf Milky Way satellites, such as the Sagittarius dSph. Exceptions are Nyx and Aleph, which are chemically similar to disc stars, implying that these substructures were likely formed \textit{in situ}; {\it ii)} Heracles differs chemically from {\it in situ} populations such as Aurora and its inner halo counterparts in a statistically significant way. The differences suggest that the star formation rate was lower in Heracles than in the early Milky Way; {\it iii)} the chemistry of Arjuna, LMS-1, and I'itoi is indistinguishable from that of GES, suggesting a possible common origin; {\it iv)} all three Sequoia samples studied are qualitatively similar. However, only two of those samples present chemistry that is consistent with GES in a statistically significant fashion; {\it v)} the abundance patterns of the Helmi stream and Thamnos are different from all other halo substructures.

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Detailed Chemical Abundances for a Benchmark Sample of M Dwarfs from the APOGEE Survey

Individual chemical abundances for fourteen elements (C, O, Na, Mg, Al, Si, K, Ca, Ti, V, Cr, Mn, Fe, and Ni) are derived for a sample of M-dwarfs using high-resolution near-infrared $H$-band spectra from the SDSS-IV/APOGEE survey. The quantitative analysis included synthetic spectra computed with 1-D LTE plane-parallel MARCS models using the APOGEE DR17 line list to determine chemical abundances. The sample consists of eleven M-dwarfs in binary systems with warmer FGK-dwarf primaries and ten measured interferometric angular diameters. To minimize atomic diffusion effects, [X/Fe] ratios are used to compare M-dwarfs in binary systems and literature results for their warmer primary stars, indicating good agreement ($<$0.08 dex) for all studied elements. The mean abundance differences in Primaries-this work M-dwarfs is -0.05$\pm$0.03 dex. It indicates that M-dwarfs in binary systems are a reliable way to calibrate empirical relationships. A comparison with abundance, effective temperature, and surface gravity results from the ASPCAP pipeline (DR16) finds a systematic offset of [M/H], $T_{\rm eff}$, log$g$ = +0.21 dex, -50 K, and 0.30 dex, respectively, although ASPCAP [X/Fe] ratios are generally consistent with this study. The metallicities of the M dwarfs cover the range of [Fe/H] = -0.9 to +0.4 and are used to investigate Galactic chemical evolution via trends of [X/Fe] as a function of [Fe/H]. The behavior of the various elemental abundances [X/Fe] versus [Fe/H] agrees well with the corresponding trends derived from warmer FGK-dwarfs, demonstrating that the APOGEE spectra can be used to Galactic chemical evolution using large samples of selected M-dwarfs.

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The HETDEX Instrumentation: Hobby-Eberly Telescope Wide Field Upgrade and VIRUS

The Hobby-Eberly Telescope (HET) Dark Energy Experiment (HETDEX) is undertaking a blind wide-field low-resolution spectroscopic survey of 540 square degrees of sky to identify and derive redshifts for a million Lyman-alpha emitting galaxies (LAEs) in the redshift range 1.9 < z < 3.5. The ultimate goal is to measure the expansion rate of the Universe at this epoch, to sharply constrain cosmological parameters and thus the nature of dark energy. A major multi-year wide field upgrade (WFU) of the HET was completed in 2016 that substantially increased the field of view to 22 arcminutes diameter and the pupil to 10 meters, by replacing the optical corrector, tracker, and prime focus instrument package and by developing a new telescope control system. The new, wide-field HET now feeds the Visible Integral-field Replicable Unit Spectrograph (VIRUS), a new low-resolution integral field spectrograph (LRS2), and the Habitable Zone Planet Finder (HPF), a precision near-infrared radial velocity spectrograph. VIRUS consists of 156 identical spectrographs fed by almost 35,000 fibers in 78 integral field units arrayed at the focus of the upgraded HET. VIRUS operates in a bandpass of 3500-5500 Angstroms with resolving power R~800. VIRUS is the first example of large scale replication applied to instrumentation in optical astronomy to achieve spectroscopic surveys of very large areas of sky. This paper presents technical details of the HET WFU and VIRUS, as flowed-down from the HETDEX science requirements, along with experience from commissioning this major telescope upgrade and the innovative instrumentation suite for HETDEX.

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The Hobby-Eberly Telescope Dark Energy Experiment (HETDEX) Survey Design, Reductions, and Detections

We describe the survey design, calibration, commissioning, and emission-line detection algorithms for the Hobby-Eberly Telescope Dark Energy Experiment (HETDEX). The goal of HETDEX is to measure the redshifts of over a million Ly$\alpha$ emitting galaxies between 1.88<z<3.52, in a 540 deg^2 area encompassing a co-moving volume of 10.9 Gpc^3. No pre-selection of targets is involved; instead the HETDEX measurements are accomplished via a spectroscopic survey using a suite of wide-field integral field units distributed over the focal plane of the telescope. This survey measures the Hubble expansion parameter and angular diameter distance, with a final expected accuracy of better than 1%. We detail the project's observational strategy, reduction pipeline, source detection, and catalog generation, and present initial results for science verification in the COSMOS, Extended Groth Strip, and GOODS-N fields. We demonstrate that our data reach the required specifications in throughput, astrometric accuracy, flux limit, and object detection, with the end products being a catalog of emission-line sources, their object classifications, and flux-calibrated spectra.

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APOGEE Chemical Abundance Patterns of the Massive Milky Way Satellites

The SDSS-IV Apache Point Observatory Galactic Evolution Experiment (APOGEE) survey has obtained high-resolution spectra for thousands of red giant stars distributed among the massive satellite galaxies of the Milky Way (MW): the Large and Small Magellanic Clouds (LMC/SMC), the Sagittarius Dwarf (Sgr), Fornax (Fnx), and the now fully disrupted \emph{Gaia} Sausage/Enceladus (GSE) system. We present and analyze the APOGEE chemical abundance patterns of each galaxy to draw robust conclusions about their star formation histories, by quantifying the relative abundance trends of multiple elements (C, N, O, Mg, Al, Si, Ca, Fe, Ni, and Ce), as well as by fitting chemical evolution models to the [$\alpha$/Fe]-[Fe/H] abundance plane for each galaxy. Results show that the chemical signatures of the starburst in the MCs observed by Nidever et al. in the $\alpha$-element abundances extend to C+N, Al, and Ni, with the major burst in the SMC occurring some 3-4 Gyr before the burst in the LMC. We find that Sgr and Fnx also exhibit chemical abundance patterns suggestive of secondary star formation epochs, but these events were weaker and earlier ($\sim$~5-7 Gyr ago) than those observed in the MCs. There is no chemical evidence of a second starburst in GSE, but this galaxy shows the strongest initial star formation as compared to the other four galaxies. All dwarf galaxies had greater relative contributions of AGB stars to their enrichment than the MW. Comparing and contrasting these chemical patterns highlight the importance of galaxy environment on its chemical evolution.

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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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