arXiv subjects

P. Martinez

Publications and source records attributed to P. Martinez.

At least 19 recordsLinked to original sources

arXiv2026

ANDES, the high-resolution spectrograph of the ELT: simulated performance of the CORO module and overview of the high-contrast capabilities for exoplanet observations

We present the simulated performance of the coronagraph (CORO) module for ANDES, the Extremely Large Telescope (ELT) high-resolution spectrograph. ANDES aims to address a broad range of science cases, including the characterization of the atmosphere of exoplanets. With a first light envisioned by 2035, the instrument baseline features a modular fiber-fed echelle spectrograph with visible and near-infrared ultra-stable spectral arms to provide a simultaneous spectral range of 0.4-1.8\,$\mu$m with a spectral resolving power up to 100,000. ANDES also includes an Integral Field Unit (IFU) mode-fed by a single-conjugate adaptive optics (SCAO) module and an insertable CORO module, enabling the combination of high-contrast imaging and high-dispersion spectroscopy (R=100,000) for the study of exoplanet properties. In this contribution, the ANDES CORO design, its main features and its simulated performance are detailed in the presence of SCAO residual errors to probe exoplanet atmospheres with the spectro-imager mode at high-spatial resolution and with unprecedented angular resolution. We show the preliminary simulation results on the predicted contrast and the expected detection performance with ANDES performance unfolded (APU), the simulation tool to determine the yield of exoplanets that will be detected in emitted and possibly reflected light. The characterization operation of the instrument will be discussed to assess the ANDES ability to detect atomic and molecular signatures connected to the exoplanet atmosphere characteristics.

astro-ph.IM↗

arXiv2025

The SPHERE infrared survey for exoplanets (SHINE). V. Complete observations, data reduction and analysis, detection performances, and final results

During the past decade, state-of-the-art planet-finder instruments like SPHERE@VLT, coupling coronagraphic devices and extreme adaptive optics systems, unveiled, thanks to large surveys, around 20 planetary mass companions at semi-major axis greater than 10 astronomical units. Direct imaging being the only detection technique to be able to probe this outer region of planetary systems, the SPHERE infrared survey for exoplanets (SHINE) was designed and conducted from 2015 to 2021 to study the demographics of such young gas giant planets around 400 young nearby solar-type stars. In this paper, we present the observing strategy, the data quality, and the point sources analysis of the full SHINE statistical sample as well as snapSHINE. Both surveys used the SPHERE@VLT instrument with the IRDIS dual band imager in conjunction with the integral field spectrograph IFS and the angular differential imaging observing technique. All SHINE data (650 datasets), corresponding to 400 stars, including the targets of the F150 survey, are processed in a uniform manner with an advanced post-processing algorithm called PACO ASDI. An emphasis is put on the classification and identification of the most promising candidate companions. Compared to the previous early analysis SHINE F150, the use of advanced post-processing techniques significantly improved by one or 2 magnitudes (x3-x6) the contrast detection limits, which will allow us to put even tighter constraints on the radial distribution of young gas giants. This increased sensitivity directly places SHINE as the largest and deepest direct imaging survey ever conducted. We detected and classified more than 3500 physical sources. One additional substellar companion has been confirmed during the second phase of the survey (HIP 74865 B), and several new promising candidate companions are awaiting second epoch confirmations.

astro-ph.EP↗

arXiv2025

Stellar occultation observations of (38628) Huya and its satellite: a detailed look into the system

The physical and orbital parameters of Trans-Neptunian Objects (TNOs) provide valuable information about the Solar System's formation and evolution. In particular, the characterization of binaries provides insights into the formation mechanisms that may be playing a role at such large distances from the Sun. Studies show two distinct populations, and (38628) Huya occupies an intermediate position between the unequal-size binaries and those with components of roughly equal sizes. In this work, we predicted and observed three stellar occultation events by Huya. Huya and its satellite - S/2012 (38628) 1 - were detected during occultations in March 2021 and again in June 2023. Additionally, an attempt to detect Huya in February 2023 resulted in an additional single-chord detection of the secondary. A spherical body with a minimum diameter of D = 165 km can explain the three single-chord observations and provide a lower limit for the satellite size. The astrometry of Huya's system, as derived from the occultations and supplemented by observations from the Hubble Space Telescope and Keck Observatory, provided constraints on the satellite orbit and the mass of the system. Therefore, assuming the secondary is in an equatorial orbit around the primary, the limb fitting was constrained by the satellite orbit position angle. The system density, calculated by summing the most precise measurement of Huya's volume to the spherical satellite average volume, is $\rho_{1}$ = 1073 $\pm$ 66 kg m$^{-3}$. The density that the object would have assuming a Maclaurin equilibrium shape with a rotational period of 6.725 $\pm$ 0.01 hours is $\rho_{2}$ = 768 $\pm$ 42 kg m$^{-3}$. This difference rules out the Maclaurin equilibrium assumption for the main body shape.

astro-ph.EP↗

arXiv2024

RISTRETTO: the PIAA Nuller in the prototyping phase

The objective of the coronagraphic IFU of RISTRETTO is to enable High Dispersion Coronagraphy of planets at a distance of 2$\lambda$/D from their star, without compromising on transmission. The new idea of a PIAA Nuller (PIAAN) allows contrast down to 10$^{-5}$ over large bandwidth $\ge$ 25%, with high transmission $\ge$ 70% at the distance of 2$\lambda$/D. While RISTRETTO will be installed on a VLT, this development is of tremendous importance for fully exploiting future ELTs XAO. We will discuss our PIAAN prototyping activities. This covers 1) the characterisation of our 2nd set of IFU bundles, with 3D-printed MLAs; 2) the characterisation of our first PIAA optics; 3) the integration of a high contrast bench, planned for prototyping of Front-End control strategies; 4) the characterisation of the PIAAN system on the bench.

astro-ph.IM↗

arXiv2024

RISTRETTO: a VLT XAO design to reach Proxima Cen b in the visible

RISTRETTO is the evolution of the original idea of coupling the VLT instruments SPHERE and ESPRESSO \cite{lovis_2016a}, aiming at High Dispersion Coronagraphy. RISTRETTO is a visitor instrument that should enable the characterization of the atmospheres of nearby exoplanets in reflected light, by using the technique of high-contrast, high-resolution spectroscopy. Its goal is to observe Prox Cen b and other planets placed at about 35mas from their star, i.e. $2\lambda/D$ at $\lambda$=750nm. The instrument is composed of an extreme adaptive optics, a coronagraphic Integral Field Unit, and a diffraction-limited spectrograph (R=140.000, $\lambda =$620-840 nm). We present the RISTRETTO XAO architecture that reach the specification, providing contrasts down to $5\times10^{-5}$ at 2$\lambda/D$ from the star in the visible, in the presence of atmosphere and low wind effect. This performance is allowed by a new two-sensors-one-dm architecture, some variations to the already known concepts of unmodulated pyWFS and zWFS, and exploiting to the maximum of their capabilities the state-of-the-art high speed, low noise cameras \& fast DM. We present the result of end-to-end simulations, that demonstrate stable closed loop operation of an unmodulated pyramid and a zernike WFS (together), and in presence of low wind effect.

astro-ph.IM↗

arXiv2024

SPHERE RefPlanets: Search for epsilon Eridani b and warm dust

We carried out very deep VLT/SPHERE imaging polarimetry of the nearby system Eps Eri based on 38.5 hours of integration time with a 600 - 900 nm broadband filter to search for polarized scattered light from a planet or from circumstellar dust using AO, coronagraphy, high precision differential polarimetry, and angular differential imaging. We have improved several data reduction and post-processing techniques and also developed new ones to further increase the sensitivity of SPHERE/ZIMPOL. The data provide unprecedented contrast limits, but no significant detection of a point source or an extended signal from circumstellar dust. For each observing epoch, we obtained a point source contrast for the polarized intensity between $2\cdot 10^{-8}$ and $4\cdot 10^{-8}$ at the expected separation of the planet Eps Eri b of 1'' near quadrature phase. The polarimetric contrast limits are about six to 50 times better than the intensity limits because polarimetric imaging is much more efficient in speckle suppression. Combining the entire 14-month data set to the search for a planet moving on a Keplerian orbit with the K-Stacker software further improves the contrast limits by a factor of about two, to about $8 \cdot 10^{-9}$ at 1''. This would allow the detection of a planet with a radius of about 2.5 Jupiter radii. The surface brightness contrast limits achieved for the polarized intensity from an extended scattering region are about 15 mag arcsec$^{-2}$ at 1'', or up to 3 mag arcsec$^{-2}$ deeper than previous limits. For Eps Eri, these limits exclude the presence of a narrow dust ring and they constrain the dust properties. This study shows that the polarimetric contrast limits for reflecting planets with SPHERE/ZIMPOL can be improved to a level $<10^{-8}$ simply by collecting more data over many nights and using the K-Stacker software.

astro-ph.EP↗

arXiv2022

RISTRETTO: coronagraph and AO designs enabling High Dispersion Coronagraphy at 2 lambda/D

RISTRETTO is the evolution of the original idea of coupling the VLT instruments SPHERE and ESPRESSO, aiming at High Dispersion Coronagraphy. RISTRETTO is a visitor instrument that should enable the characterization of the atmospheres of nearby exoplanets in reflected light, by using the technique of high-contrast, high-resolution spectroscopy. Its goal is to observe Prox Cen b and other planets placed at about 35mas from their star, i.e. 2lambda/D at lambda=750nm. The instrument is composed of an extreme adaptive optics, a coronagraphic Integral Field Unit, and a diffraction-limited spectrograph (R=140.000, lambda=620-840 nm). We present the status of our studies regarding the coronagraphic IFU and the XAO system. The first in particular is based on a modified version of the PIAA apodizer, allowing nulling on the first diffraction ring. Our proposed design has the potential to reach > 50% coupling and <1E-4 contrast at 2lambda/D in median seeing conditions.

astro-ph.IM↗

arXiv2021

A metrological characterization of the SPEED test-bed PIAACMC components

The segmented pupil experiment for exoplanet detection (SPEED) facility aims to improve knowledge and insight into various areas required for gearing up high-contrast imaging instruments adapted to the unprecedented high angular resolution and complexity of the forthcoming extremely large telescopes (ELTs). SPEED combines an ELT simulator, cophasing optics, wavefront control and shaping with a multi-deformable mirror (DM) system, and optimized small inner-working angle (IWA) coronagraphy. The fundamental objective of the SPEED setup is to demonstrate deep contrast into a dark hole optimized for small field of view and very small IWA, adapted to the hunt of exoplanets in the habitable zone around late-type stars. SPEED is designed to implement an optimized small IWA coronagraph: the phase-induced amplitude apodization complex mask coronagraph (PIAACMC). The PIAACMC consists in a multi-zone phase-shifting focal plane mask (FPM) and two apodization mirrors (PIAA-M1 and PIAA-M2), with strong manufacturing specifications. Recently, a first-generation prototype of a PIAACMC optimized for the SPEED facility has been designed and manufactured. The manufacturing components exhibit high optical quality that meets specifications. In this paper, we present how these components have been characterized by a metrological instrument, an interferential microscope, and then we show what is yielded from this characterization for the FPM and the mirrors. Eventually, we discuss the results and the perspectives of the implementation of the PIAACMC components on the SPEED setup.

astro-ph.IM↗

arXiv2021

The SPHERE infrared survey for exoplanets (SHINE)- I Sample definition and target characterization

Large surveys with new-generation high-contrast imaging instruments are needed to derive the frequency and properties of exoplanet populations with separations from $\sim$5 to 300 AU. A careful assessment of the stellar properties is crucial for a proper understanding of when, where, and how frequently planets form, and how they evolve. The sensitivity of detection limits to stellar age makes this a key parameter for direct imaging surveys. We describe the SpHere INfrared survey for Exoplanets (SHINE), the largest direct imaging planet-search campaign initiated at the VLT in 2015 in the context of the SPHERE Guaranteed Time Observations of the SPHERE consortium. In this first paper we present the selection and the properties of the complete sample of stars surveyed with SHINE, focusing on the targets observed during the first phase of the survey (from February 2015 to February 2017). This early sample composed of 150 stars is used to perform a preliminary statistical analysis of the SHINE data, deferred to two companion papers presenting the survey performance, main discoveries, and the preliminary statistical constraints set by SHINE. Based on a large database collecting the stellar properties of all young nearby stars in the solar vicinity (including kinematics, membership to moving groups, isochrones, lithium abundance, rotation, and activity), we selected the original sample of 800 stars that were ranked in order of priority according to their sensitivity for planet detection in direct imaging with SPHERE. The properties of the stars that are part of the early statistical sample were revisited, including for instance measurements from the GAIA Data Release 2.

astro-ph.EP↗

arXiv2021

The SPHERE infrared survey for exoplanets (SHINE) -- II. Observations, Data reduction and analysis Detection performances and early-results

Over the past decades, direct imaging has confirmed the existence of substellar companions (exoplanets or brown dwarfs) on wide orbits (>10 au) from their host stars. To understand their formation and evolution mechanisms, we have initiated in 2015 the SPHERE infrared survey for exoplanets (SHINE), a systematic direct imaging survey of young, nearby stars to explore their demographics.} {We aim to detect and characterize the population of giant planets and brown dwarfs beyond the snow line around young, nearby stars. Combined with the survey completeness, our observations offer the opportunity to constrain the statistical properties (occurrence, mass and orbital distributions, dependency on the stellar mass) of these young giant planets.} {In this study, we present the observing and data analysis strategy, the ranking process of the detected candidates, and the survey performances for a subsample of 150 stars, which are representative of the full SHINE sample. The observations were conducted in an homogeneous way from February 2015 to February 2017 with the dedicated ground-based VLT/SPHERE instrument equipped with the IFS integral field spectrograph and the IRDIS dual-band imager covering a spectral range between 0.9 and 2.3 $μ$m. We used coronographic, angular and spectral differential imaging techniques to reach the best detection performances for this study down to the planetary mass regime.}

astro-ph.EP↗

arXiv2021

First light of the VLT planet finder SPHERE. III. New spectrophotometry and astrometry of the HR8799 exoplanetary system

The planetary system discovered around the young A-type HR8799 provides a unique laboratory to: a) test planet formation theories, b) probe the diversity of system architectures at these separations, and c) perform comparative (exo)planetology. We present and exploit new near-infrared images and integral-field spectra of the four gas giants surrounding HR8799 obtained with SPHERE, the new planet finder instrument at the Very Large Telescope, during the commissioning and science verification phase of the instrument (July-December 2014). With these new data, we contribute to completing the spectral energy distribution of these bodies in the 1.0-2.5 $μ$m range. We also provide new astrometric data, in particular for planet e, to further constrain the orbits. We used the infrared dual-band imager and spectrograph (IRDIS) subsystem to obtain pupil-stabilized, dual-band $H2H3$ (1.593 $μ$m, 1.667 $μ$m), $K1K2$ (2.110 $μ$m, 2.251 $μ$m), and broadband $J$ (1.245 $μ$m) images of the four planets. IRDIS was operated in parallel with the integral field spectrograph (IFS) of SPHERE to collect low-resolution ($R\sim30$), near-infrared (0.94-1.64 $μ$m) spectra of the two innermost planets HR8799d and e. The data were reduced with dedicated algorithms, such as the Karhunen-Loève image projection (KLIP), to reveal the planets. We used the so-called negative planets injection technique to extract their photometry, spectra, and measure their positions. We illustrate the astrometric performance of SPHERE through sample orbital fits compatible with SPHERE and literature data.

astro-ph.EP↗

arXiv2020

High contrast at small separation -- II. Impact on the dark hole of a realistic optical set-up with two deformable mirrors

Future large space- or ground-based telescopes will offer the resolution and sensitivity to probe the habitable zone of a large sample of nearby stars for exo-Earth imaging. To this end, such facilities are expected to be equipped with a high-contrast instrument to efficiently suppress the light from an observed star to image these close-in companions. These observatories will include features such as segmented primary mirrors, secondary mirrors, and struts, leading to diffraction effects on the star image that will limit the instrument contrast. To overcome these constraints, a promising method consists in combining coronagraphy and wavefront shaping to reduce starlight at small separations and generate a dark region within the image to enhance the exoplanet signal. We aim to study the limitations of this combination when observing short-orbit planets. Our analysis is focused on SPEED, the Nice test bed with coronagraphy, wavefront shaping with deformable mirrors (DMs), and complex telescope aperture shape to determine the main realistic parameters that limit contrast at small separations. We develop an end-to-end simulator of this bench with Fresnel propagation effects to study the impact of large phase and amplitude errors from the test-bed optical components and defects from the wavefront shaping system on the final image contrast. We numerically show that the DM finite stroke and non-functional actuators, coronagraph manufacturing errors, and near-focal-plane phase errors represent the major limitations for high-contrast imaging of exoplanets at small separations. We also show that a carefully defined optical set-up opens the path to high contrast at small separation.

astro-ph.IM↗

arXiv2020

The SPHERE infrared survey for exoplanets (SHINE). III. The demographics of young giant exoplanets below 300 au with SPHERE

The SHINE project is a 500-star survey performed with SPHERE on the VLT for the purpose of directly detecting new substellar companions and understanding their formation and early evolution. Here we present an initial statistical analysis for a subsample of 150 stars that are representative of the full SHINE sample. Our goal is to constrain the frequency of substellar companions with masses between 1 and 75 MJup and semimajor axes between 5 and 300 au. We adopt detection limits as a function of angular separation from the survey data for all stars converted into mass and projected orbital separation using the BEX-COND-hot evolutionary tracks and known distance to each system. Based on the results obtained for each star and on the 13 detections in the sample, we use a MCMC tool to compare our observations to two different types of models. The first is a parametric model based on observational constraints, and the second type are numerical models that combine advanced core accretion and gravitational instability planet population synthesis. Using the parametric model, we show that the frequencies of systems with at least one substellar companion are $23.0_{-9.7}^{+13.5}\%$, $5.8_{-2.8}^{+4.7}\%$, and $12.6_{-7.1}^{+12.9}\%$ for BA, FGK, and M stars, respectively. We also demonstrate that a planet-like formation pathway probably dominates the mass range from 1-75 MJup for companions around BA stars, while for M dwarfs, brown dwarf binaries dominate detections. In contrast, a combination of binary star-like and planet-like formation is required to best fit the observations for FGK stars. Using our population model and restricting our sample to FGK stars, we derive a frequency of $5.7_{-2.8}^{+3.8}\%$, consistent with predictions from the parametric model. More generally, the frequency values that we derive are in excellent agreement with values obtained in previous studies.

astro-ph.EP↗

arXiv2020

SPHERE+: Imaging young Jupiters down to the snowline

SPHERE (Beuzit et al,. 2019) has now been in operation at the VLT for more than 5 years, demonstrating a high level of performance. SPHERE has produced outstanding results using a variety of operating modes, primarily in the field of direct imaging of exoplanetary systems, focusing on exoplanets as point sources and circumstellar disks as extended objects. The achievements obtained thus far with SPHERE (~200 refereed publications) in different areas (exoplanets, disks, solar system, stellar physics...) have motivated a large consortium to propose an even more ambitious set of science cases, and its corresponding technical implementation in the form of an upgrade. The SPHERE+ project capitalizes on the expertise and lessons learned from SPHERE to push high contrast imaging performance to its limits on the VLT 8m-telescope. The scientific program of SPHERE+ described in this document will open a new and compelling scientific window for the upcoming decade in strong synergy with ground-based facilities (VLT/I, ELT, ALMA, and SKA) and space missions (Gaia, JWST, PLATO and WFIRST). While SPHERE has sampled the outer parts of planetary systems beyond a few tens of AU, SPHERE+ will dig into the inner regions around stars to reveal and characterize by mean of spectroscopy the giant planet population down to the snow line. Building on SPHERE's scientific heritage and resounding success, SPHERE+ will be a dedicated survey instrument which will strengthen the leadership of ESO and the European community in the very competitive field of direct imaging of exoplanetary systems. With enhanced capabilities, it will enable an even broader diversity of science cases including the study of the solar system, the birth and death of stars and the exploration of the inner regions of active galactic nuclei.

astro-ph.EP↗

arXiv2019

RefPlanets: Search for reflected light from extra-solar planets with SPHERE/ZIMPOL

RefPlanets is a guaranteed time observation (GTO) programme that uses the Zurich IMaging POLarimeter (ZIMPOL) of SPHERE/VLT for a blind search for exoplanets in wavelengths from 600-900 nm. The goals of this study are the characterization of the unprecedented high polarimetic contrast and polarimetric precision capabilities of ZIMPOL for bright targets, the search for polarized reflected light around some of the closest bright stars to the Sun and potentially the direct detection of an evolved cold exoplanet for the first time. For our observations of Alpha Cen A and B, Sirius A, Altair, Eps Eri and Tau Ceti we used the polarimetric differential imaging (PDI) mode of ZIMPOL which removes the speckle noise down to the photon noise limit for angular separations >0.6". We describe some of the instrumental effects that dominate the noise for smaller separations and explain how to remove these additional noise effects in post-processing. We then combine PDI with angular differential imaging (ADI) as a final layer of post-processing to further improve the contrast limits of our data at these separations. For good observing conditions we achieve polarimetric contrast limits of 15.0-16.3 mag at the effective inner working angle of about 0.13", 16.3-18.3 mag at 0.5" and 18.8-20.4 mag at 1.5". The contrast limits closer in (<0.6") depend significantly on the observing conditions, while in the photon noise dominated regime (>0.6"), the limits mainly depend on the brightness of the star and the total integration time. We compare our results with contrast limits from other surveys and review the exoplanet detection limits obtained with different detection methods. For all our targets we achieve unprecedented contrast limits. Despite the high polarimetric contrasts we are not able to find any additional companions or extended polarized light sources in the data that has been taken so far.

astro-ph.EP↗

arXiv2019

VLT/SPHERE exploration of the young multiplanetary system PDS70

Context. PDS 70 is a young (5.4 Myr), nearby (~113 pc) star hosting a known transition disk with a large gap. Recent observations with SPHERE and NACO in the near-infrared (NIR) allowed us to detect a planetary mass companion, PDS70b, within the disk cavity. Moreover, observations in H_alpha with MagAO and MUSE revealed emission associated to PDS70b and to another new companion candidate, PDS70c, at a larger separation from the star. Aims. Our aim is to confirm the discovery of the second planet PDS70c using SPHERE at VLT, to further characterize its physical properties, and search for additional point sources in this young planetary system. Methods. We re-analyzed archival SPHERE NIR observations and obtained new data in Y, J, H and K spectral bands for a total of four different epochs. The data were reduced using the data reduction and handling pipeline and the SPHERE data center. We then applied custom routines (e.g. ANDROMEDA and PACO) to subtract the starlight. Results. We re-detect both PDS 70 b and c and confirm that PDS70c is gravitationally bound to the star. We estimate this second planet to be less massive than 5 M Jup and with a T_eff around 900 K. Also, it has a low gravity with log g between 3.0 and 3.5 dex. In addition, a third object has been identified at short separation (~0.12") from the star and gravitationally bound to the star. Its spectrum is however very blue, so that we are probably seeing stellar light reflected by dust and our analysis seems to demonstrate that it is a feature of the inner disk. We, however, cannot completely exclude the possibility that it is a planetary mass object enshrouded by a dust envelope. In this latter case, its mass should be of the order of few tens of M_Earth. Moreover, we propose a possible structure for the planetary system based on our data that, however, cannot be stable on a long timescale.

astro-ph.EP↗

arXiv2019

SPHERE: the exoplanet imager for the Very Large Telescope

Observations of circumstellar environments to look for the direct signal of exoplanets and the scattered light from disks has significant instrumental implications. In the past 15 years, major developments in adaptive optics, coronagraphy, optical manufacturing, wavefront sensing and data processing, together with a consistent global system analysis have enabled a new generation of high-contrast imagers and spectrographs on large ground-based telescopes with much better performance. One of the most productive is the Spectro-Polarimetic High contrast imager for Exoplanets REsearch (SPHERE) designed and built for the ESO Very Large Telescope (VLT) in Chile. SPHERE includes an extreme adaptive optics system, a highly stable common path interface, several types of coronagraphs and three science instruments. Two of them, the Integral Field Spectrograph (IFS) and the Infra-Red Dual-band Imager and Spectrograph (IRDIS), are designed to efficiently cover the near-infrared (NIR) range in a single observation for efficient young planet search. The third one, ZIMPOL, is designed for visible (VIR) polarimetric observation to look for the reflected light of exoplanets and the light scattered by debris disks. This suite of three science instruments enables to study circumstellar environments at unprecedented angular resolution both in the visible and the near-infrared. In this work, we present the complete instrument and its on-sky performance after 4 years of operations at the VLT.

astro-ph.IM↗

arXiv2019

The polarimetric imaging mode of VLT/SPHERE/IRDIS I: Description, data reduction and observing strategy

Context. Polarimetric imaging is one of the most effective techniques for high-contrast imaging and characterization of protoplanetary disks, and has the potential to be instrumental in characterizing exoplanets. VLT/SPHERE contains the InfraRed Dual-band Imager and Spectrograph (IRDIS) with a dual-beam polarimetric imaging (DPI) mode, which offers the capability to obtain linear polarization images at high contrast and resolution. Aims. We aim to provide an overview of IRDIS/DPI and study its optical design to improve observing strategies and data reduction. Methods. For H-band observations of TW Hya, we compare two data reduction methods that correct for instrumental polarization effects in different ways: a minimization of the noise image, and a polarimetric-model-based correction method that we present in Paper II of this study. Results. We use observations of TW Hya to illustrate the data reduction. In the images of the protoplanetary disk around this star we detect variability in the polarized intensity and angle of linear polarization with pointing-dependent instrument configuration. We explain these variations as instrumental polarization effects and correct for these effects using our model-based correction method. Conclusions. IRDIS/DPI has proven to be a very successful and productive high-contrast polarimetric imaging system. However, the instrument performance depends on the specific instrument configuration. We suggest adjustments to future observing strategies to optimize polarimetric efficiency in field tracking mode by avoiding unfavourable derotator angles. We recommend reducing on-sky data with the pipeline called IRDAP that includes the model-based correction method (described in Paper II) to optimally account for the remaining telescope and instrumental polarization effects and to retrieve the true polarization state of the incident light.

astro-ph.IM↗