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Rhonda Morgan

Publications and source records attributed to Rhonda Morgan.

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ADORA: a differentiable optical modeling and astrometric retrieval framework for SHERA

Searching for Habitable Exoplanets with Relative Astrometry (SHERA) is a proposed Small Explorer mission concept designed to measure the separation of nearby binary stars at microarcsecond-class precision. Recovering this signal requires separating astrophysical motion from coupled changes in pointing, plate scale, wavefront error, spectral response, and detector calibration. We present the Astrometric Differentiable Optics and Retrieval Algorithm (ADORA), an image-domain framework that combines a three-plane differentiable physical-optics model with a layered astrometric inference algorithm. The forward model includes a diffractive pupil, mirror-specific wavefront error and beamwalk, polychromatic source and throughput models, and configurable detector effects. Per-frame registration states are treated locally and eliminated through Schur reduction before the slower astrometric and instrument state is updated in a prior-whitened Fisher eigenbasis. Five-minute matched-model simulations show no detected separation bias at the current Monte Carlo depth and approximately 11 uas realization-to-realization scatter. A SHERA target sweep reveals a more-than-fivefold variation in astrometric information between Alpha Centauri and 61 Cygni, motivating future target-dependent accumulation and update cadence. High-order-wavefront knowledge error can drive the retrieval toward a strongly biased astrometric solution while leaving the local posterior sigma nearly unchanged, demonstrating that statistical curvature alone does not capture unmodeled bias. Pixel-position errors across the tested range remain near the matched-model recovery scale indicating robustness to certain detector calibration errors. ADORA provides a flexible framework for studying astrometric extraction, calibration-bias diagnosis, and future SHERA requirements.

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The Impact of Planetary Phase Functions on Exo-Earth Detectability with EXOSIMS

The under-development NASA Habitable Worlds Observatory (HWO) aims to provide breakthroughs in exoplanet science, yet the most effective approaches to modeling the detection and characterization of potentially Earth-like worlds with HWO remain uncertain despite being essential considerations for mission design. In this work, we aim to better model and understand detection metrics through the use of EXOSIMS (Exoplanet Open-Source Imaging Mission Simulator), an exoplanet yield modeling tool. Yield modeling requires representing planetary brightness via a planetary phase curve. Earth's true visual phase curve is non-Lambertian, deviating from the idealized Lambertian model in EXOSIMS, particularly at phase angles beyond 90 degrees (i.e., quadrature). This leads to underestimating Earth's brightness. To address this, we incorporate phase-dependent reflectance from a high-fidelity Earth model into EXOSIMS for physically motivated simulations. We explore and quantify differences in phase-dependent detections, finding that the realistic Earth phase function produces modest changes in the median number of detected exo-Earths and systematically redistributes detections towards medium to high phase angles where Earth is intrinsically brighter than a Lambertian approximation. Additionally, we explore the role of coronagraph inner working angle (IWA) by running simulations across multiple IWA values with both phase functions, revealing that smaller IWAs expand access to a broader range of orbital phases, altering the resulting phase-angle distribution of detections. Together, these results demonstrate that realistic phase functions and IWA parameters both have measurable impacts on yield estimates for an HWO-like mission and highlight the need to more realistically represent Earth-like worlds in yield modeling.

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Exploring Exoplanets with Interferometry

(Extract from the Executive Summary) Humanity stands at the threshold of answering one of its most profound questions: Does life exist beyond Earth? Ongoing and upcoming space missions, together with powerful ground-based instruments, have prepared the way for a transformational next step - the detailed characterization of Earth analogs orbiting Sun-like and other stars and the search for atmospheric biosignatures that may indicate life. Within this context, the European Space Agency's Voyage 2050 process has identified the direct detection of thermal emission from temperate terrestrial exoplanets in the mid-infrared (mid-IR) as a top scientific priority. The Large Interferometer For Exoplanets (LIFE) - a space-based, mid-IR nulling interferometer - is designed to meet this goal. LIFE will be capable of detecting climate-relevant gases such as CO$_2$ and H$_2$O, identifying classical biosignatures like O$_3$ and CH$_4$, and probing additional, non-classical biosignatures. It will also provide key data for determining planetary radius, albedo, and temperature, which are essential for assessing habitability. In parallel, the U.S. National Academy has recommended a complementary mission now called the Habitable Worlds Observatory (HWO) - a ~6-meter space telescope equipped with advanced coronagraphs to suppress starlight by a factor of ~10$^{10}$ across the visible and possibly into the near-infrared and near-ultraviolet. Together, LIFE and HWO offer synergistic capabilities, enabling a comprehensive and robust assessment of the prevalence of life-bearing exoplanets in our galactic neighbourhood - a first in human history. By uniting an international and interdisciplinary community of scientists and engineers, LIFE offers a credible pathway toward the direct detection and characterization of potentially habitable - and even inhabited - worlds.

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Habitable Worlds Observatory (HWO): Living Worlds Community Working Group: The Search for Life on Potentially Habitable Exoplanets

The discovery of a biosphere on another planet would transform how we view ourselves, and our planet Earth, in relation to the rest of the cosmos. We now know Earth is one planet among eight circling our sun; our sun is part of a swirling galaxy of over one hundred billion other suns; and our galaxy is one of untold billions in the universe. While we do not yet know how many, if any, other biospheres exist on the countless worlds orbiting countless other suns, we stand at the precipice of a new era of discovery, enabled by powerful new facilities able to peer across the light years into the atmospheres of planets similar to our own. This article is an adaptation of a science case document (SCDD) developed for the NASA Astrophysics Flagship mission the Habitable Worlds Observatory (HWO) Science, Technology, and Architecture Review Team (START) Living Worlds Community Working Group.

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Leveraging Photometry for Deconfusion of Directly Imaged Multi-Planet Systems

Future missions, including the Habitable Worlds Observatory, will aim to image Earth-like exoplanets around Sun-like stars in reflected light. Determining whether an exoplanet is in the habitable zone of its star may be difficult in multi-planet systems when the observer does not know in advance which detection corresponds to which planet. This "confusion" problem will be a concern for future missions due to the high occurrence rate of multi-planet systems, and will be exacerbated by lack of prior knowledge about planets' orbital parameters or characteristics. We address the exoplanet confusion problem by applying a photometry model to update an orbit ranking scheme for a "deconfuser" tool . This helps to account for phase variation of planets throughout their orbits. We demonstrate the updated ranking scheme as a proof-of-concept on a subset of known to be confused simulated multi-planet systems among three inclination groupings (low, medium, and high). We find that incorporating photometry improves correctly interpreting previously confused orbits in more than half of these particularly challenging cases. These results emphasize that photometry is useful for orbit discrimination and deconfusion of directly imaged multi-planet systems, providing a framework for including photometry alongside astrometry when fitting orbits to detections.

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Cross-Model Validation of Coronagraphic Exposure Time Calculators for the Habitable Worlds Observatory: A Report from the Exoplanet Science Yield sub-Working Group

Estimating the exoplanet scientific productivity of the Habitable Worlds Observatory requires estimating science exposure times. From exoplanet yields to spectral retrievals, exposure times are at the heart of our understanding of the capabilities of this future mission. As such, ensuring accuracy and consistency between different exposure time calculators (ETCs) is critical. We summarize the efforts of the Exoplanet Science Yield sub-Working Group's ETC Calibration Task Group, which conducted a calibration study from March 4 to June 30 of 2024. We compare three commonly-used coronagraphic exposure time calculators. We find that the ETCs use a broad variety of differing methods, assumptions, and inputs that produce variation in the final exposure times at the ~60% level. The causes for the disagreement have largely been identified, flagged for further development efforts, and in some cases retired since the conclusion of this effort. We expect that addressing the flagged efforts will bring the ETCs to within better than ~30% agreement.

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HWO Yield Sensitivities in the NIR and NUV

Habitable Worlds Observatory (HWO) will search for biosignatures from Earth-size exoplanets in the habitable zones of nearby stars. The wavelength range for biosignatures used by the HabEx and LUVOIR mission concept studies was 200 nm to 2 microns and, as such, this is a candidate wavelength range for HWO. The visible wavelength range (500-1000 nm) provides for detection of water, oxygen, and Raleigh scattering; the near-ultraviolet is valuable for detection of ozone; and the near-infrared enables detection of carbon dioxide and methane for Earth-like atmospheres. Damiano et al. 2023 showed the significant improvement in spectral retrieval reliability when the NUV and NIR are both used with the visible. However, the challenge of the NUV, in addition to the technological and engineering challenges of starlight suppression in the NUV, is the drop in flux of host stars. In the NIR, the challenge is the geometric access to the habitable zone due to the wavelength dependency of the inner working angle limit of coronagraphs. For these reasons, exoplanet yields are lower in the NUV and NIR than in the visible (Morgan et al. 2023, Morgan et al. 2024) and some instrument parameters are more critical for improving NUV and NIR yields than others. In this paper we present a new capability for performing a large number of end-to-end yield modeling simulations to enable large, multivariate parameter sweeps. We utilize this capability to calculate the Visible, NIR, and NUV yield sensitivities to the instrument parameters: aperture diameter, coronagraph core throughput, contrast, and inner working angle (IWA). We find that parameter interactions are important in determining yield, the most important of which is the interaction between contrast and IWA, but that the strength of that interaction is different in each of the three wavebands.

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Current laboratory performance of starlight suppression systems, and potential pathways to desired Habitable Worlds Observatory exoplanet science capabilities

We summarize the current best polychromatic (10 to 20 % bandwidth) contrast performance demonstrated in the laboratory by different starlight suppression approaches and systems designed to directly characterize exoplanets around nearby stars. We present results obtained by internal coronagraph and external starshade experimental testbeds using entrance apertures equivalent to off-axis or on-axis telescopes, either monolithic or segmented. For a given angular separation and spectral bandwidth, the performance of each starlight suppression system is characterized by the values of raw contrast (before image processing), off-axis (exoplanet) core throughput, and post-calibration contrast (the final 1 sigma detection limit of off-axis point sources, after image processing). To place the current laboratory results in the perspective of the future Habitable Worlds Observatory (HWO) mission, we simulate visible observations of a fiducial Earth/Sun twin system at 12 pc, assuming a 6m (inscribed diameter) collecting aperture and a realistic end-to-end optical throughput. The exposure times required for broadband exoearth detection (20% bandwidth around a wavelength of 0.55 microns) and visible spectroscopic observations (R=70) are then computed assuming various levels of starlight suppression performance, including the values currently demonstrated in the laboratory. Using spectroscopic exposure time as a simple metric, our results point to key starlight suppression system design performance improvements and trades to be conducted in support of HWO exoplanet science capabilities. These trades may be explored via numerical studies, lab experiments, as well as high contrast space-based observations and demonstrations.

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Analytic relations assessing the impact of precursor knowledge and key mission parameters on direct imaging survey yield

The Habitable Worlds Observatory will attempt to image Earth-sized planets in Habitable Zone orbits around nearby Sun-like stars. In this work we explore approximate analytic yield calculations for a future flagship direct imaging mission for a survey sample of uniformly distributed set of identical Sun-like stars. We consider the dependence of this exoplanet detection yield on factors such as eta_Earth, telescope diameter, total on-sky time, orbital phase and separation, inner working angle, flux contrast, desired signal-to-noise ratio, spectral resolution, and other factors. We consider the impact on yield and survey efficiency in the absence of and with precursor knowledge of the Earth-size analog exoplanets. In particular, for precursor knowledge we assume the exoplanet orbital phase at the time of observation can be optimized so as to only image the Earth-size analog exoplanet when it is outside the inner working angle. We find that the yield of flagship direct imaging missions such as Habitable Worlds Observatory will be inner-working angle limited for the estimated exoplanet yields, and will not be impacted by precursor knowledge given our assumptions presented herein. However, we find that the survey efficiency will be enhanced by precursor knowledge. We benchmark our analytic approximations against detailed simulations for coronagraphs and starshades carried out for the HabEx and LUVOIR missions concept studies, and find consistent conclusions. Our analytic relations thus provide quick estimates and derivatives of the impact of key mission parameter choices on exo-Earth yield when considering design trades that can supplement existing computational simulations.

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Simulations for Planning Next-Generation Exoplanet Radial Velocity Surveys

Future direct imaging missions such as HabEx and LUVOIR aim to catalog and characterize Earth-mass analogs around nearby stars. The exoplanet yield of these missions will be dependent on the frequency of Earth-like planets, and potentially the a priori knowledge of which stars specifically host suitable planetary systems. Ground or space based radial velocity surveys can potentially perform the pre-selection of targets and assist in the optimization of observation times, as opposed to an uninformed direct imaging survey. In this paper, we present our framework for simulating future radial velocity surveys of nearby stars in support of direct imaging missions. We generate lists of exposure times, observation time-series, and radial velocity time-series given a direct imaging target list. We generate simulated surveys for a proposed set of telescopes and precise radial velocity spectrographs spanning a set of plausible global-network architectures that may be considered for next generation extremely precise radial velocity surveys. We also develop figures of merit for observation frequency and planet detection sensitivity, and compare these across architectures. From these, we draw conclusions, given our stated assumptions and caveats, to optimize the yield of future radial velocity surveys in support of direct imaging missions. We find that all of our considered surveys obtain sufficient numbers of precise observations to meet the minimum theoretical white noise detection sensitivity for Earth-mass habitable zone planets, with margin to explore systematic effects due to stellar activity and correlated noise.

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Joint Radial Velocity and Direct Imaging Planet Yield Calculations: I. Self-consistent Planet Populations

Planet yield calculations may be used to inform the target selection strategy and science operations of space observatories. Forthcoming and proposed NASA missions, such as the Wide-Field Infrared Survey Telescope (WFIRST), the Habitable Exoplanet Imaging Mission (HabEx), and the Large UV/Optical/IR Surveyor (LUVOIR), are expected to be equipped with sensitive coronagraphs and/or starshades. We are developing a suite of numerical simulations to quantify the extent to which ground-based radial velocity (RV) surveys could boost the detection efficiency of direct imaging missions. In this paper, we discuss the first step in the process of estimating planet yields: generating synthetic planetary systems consistent with observed occurrence rates from multiple detection methods. In an attempt to self-consistently populate stars with orbiting planets, it is found that naive extrapolation of occurrence rates (mass, semi-major axis) results in an unrealistically large number-density of Neptune-mass planets beyond the ice-line ($a \gtrsim 5$au), causing dynamic interactions that would destabilize orbits. We impose a stability criterion for multi-planet systems based on mutual Hill radii separation. Considering the influence of compact configurations containing Jovian-mass and Neptune-mass planets results in a marked suppression in the number of terrestrial planets that can exist at large radii. This result has a pronounced impact on planet yield calculations particularly in regions accessible to high-contrast imaging and microlensing. The dynamically compact configurations and occurrence rates that we develop may be incorporated as input into joint RV and direct imaging yield calculations to place meaningful limits on the number of detectable planets with future missions.

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The Habitable Exoplanet Observatory (HabEx) Mission Concept Study Final Report

The Habitable Exoplanet Observatory, or HabEx, has been designed to be the Great Observatory of the 2030s. For the first time in human history, technologies have matured sufficiently to enable an affordable space-based telescope mission capable of discovering and characterizing Earthlike planets orbiting nearby bright sunlike stars in order to search for signs of habitability and biosignatures. Such a mission can also be equipped with instrumentation that will enable broad and exciting general astrophysics and planetary science not possible from current or planned facilities. HabEx is a space telescope with unique imaging and multi-object spectroscopic capabilities at wavelengths ranging from ultraviolet (UV) to near-IR. These capabilities allow for a broad suite of compelling science that cuts across the entire NASA astrophysics portfolio. HabEx has three primary science goals: (1) Seek out nearby worlds and explore their habitability; (2) Map out nearby planetary systems and understand the diversity of the worlds they contain; (3) Enable new explorations of astrophysical systems from our own solar system to external galaxies by extending our reach in the UV through near-IR. This Great Observatory science will be selected through a competed GO program, and will account for about 50% of the HabEx primary mission. The preferred HabEx architecture is a 4m, monolithic, off-axis telescope that is diffraction-limited at 0.4 microns and is in an L2 orbit. HabEx employs two starlight suppression systems: a coronagraph and a starshade, each with their own dedicated instrument.

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The Habitable Exoplanet Observatory (HabEx) Mission Concept Study Interim Report

For the first time in human history, technologies have matured sufficiently to enable a mission capable of discovering and characterizing habitable planets like Earth orbiting sunlike stars other than the Sun. At the same time, such a platform would enable unique science not possible from ground-based facilities. This science is broad and exciting, ranging from new investigations of our own solar system to a full range of astrophysics disciplines. The Habitable Exoplanet Observatory, or HabEx, is one of four studies currently being undertaken by NASA in preparation for the 2020 Astrophysics Decadal Survey. HabEx has been designed to be the Great Observatory of the 2030s, with community involvement through a competed and funded Guest Observer (GO) program. This interim report describes the HabEx baseline concept, which is a space-based 4-meter diameter telescope mission concept with ultraviolet (UV), optical, and near-infrared (near-IR) imaging and spectroscopy capabilities. More information on HabEx can be found at https://www.jpl.nasa.gov/habex

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