Calibration

You are now ready to start the main calibration step. You should have a large number of Miriad datasets, each containing a single frequency band and source. The calibration process will determine bandpass functions (assuming you have not already averaged your data into a channel-0 dataset) and antenna gains as a function of time. If you have measured all four polarisation products, the process will also determine instrumental polarisation and the polarisation of the secondary calibrator. Assuming you have observations of the primary flux density calibrator, 1934-638, a secondary phase calibrator, and your program source, there are two avenues open to you. The first, sketched in Figure 12.2, uses the secondary to determine all the calibration quantities except the absolute flux density scale. The primary is used to determine the absolute flux density scale, and is generally used to double check the other quantities. While this avenue is the preferred path, it requires good parallactic angle coverage of the secondary to disentangle the instrumental polarisation and the secondary calibrator polarisation. For typical secondary calibrator flux densities, it also requires a modest amount of integration time to determine the bandpass to good accuracy.

The second avenue is to rely on the observation of the primary calibrator, 1934-638, to determine instrumental polarisation and bandpass function. This is possible as 1934-638 is strong, and its polarisation is known (it is less than 0.2% polarised). This approach is shown in Figure 12.3. Note that this approach relies on knowing the polarisation of 1934-638. This approach cannot be used if an alternative primary calibrator is used.

Figure 12.2: Flow chart for polarisation calibration in Miriad when there is sufficient secondary calibrator data to determine all calibration parameters from the secondary.
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Figure 12.3: Flow chart for polarisation calibration in Miriad when there is insufficient secondary calibrator data to determine some calibration parameters.
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  1. We start by calibrating 1934-638. Assuming that you have not averaged the data into a channel-0 dataset, we start with bandpass calibration. The task to perform this is mfcal. After having solved for the bandpass function, mfcal writes a bandpass table in the visibility dataset - the data themselves are not modified. Although it is possible for mfcal to cope with datasets which contain multiple IF bands, and which frequency switch with time, we recommend that you do not use this feature. It is easier to stick with datasets with a single frequency band.

    As well as determining a bandpass function, mfcal determines antenna gains. These gains are based upon the assumption that the source is unpolarised (which happens to be true for 1934-638) and that the instrumental polarisation is zero (which is not true). While these assumptions do not affect the quality of the bandpass, and provided you have measured all four polarisation correlations, it is best to follow the run of mfcal with task gpcal to correctly determine instrumental polarisation. The task mfcal is described more completely in Section 11.4

    If your data are to be combined (or compared) with pre-August 1994 ATCA data, you will probably also use the oldflux option (see Section 12.6).

    MFCAL
    vis=1934-638.4800 Specify primary calibrator.
    flux Leave unset.
    line Select good channels.
    refant=3 Specify the reference antenna.
    interval=5 Solution interval for gain solutions (minutes).
    options Normally leave blank, but
    options=oldflux set to oldflux to get the pre-August 1994 scale.

  2. Skip this step if you have measured only the XX and YY correlations. We now proceed to determine the antenna gains and instrumental polarisation from the primary calibrator. Task gpcal is used for this (see Section 11.5 for more information). Task gpcal will generally use the bandpass determined by mfcal to partially correct the data. When calibrating 1934-638, the only options that you will normally turn on is for the XY phases to be solved for as a function of time; options=xyvary. If your data are to be combined (or compared) with pre-August 1994 ATCA data, you will probably also use the oldflux option (see Section 12.6). Typical parameters for calibrating 1934-638 are thus

    GPCAL
    vis=1934-638.4800 Specify primary calibrator
    flux Leave unset
    refant=3 Specify the reference antenna
    interval=5 Solution interval for gain solutions (minutes)
    options=xyvary Solve for XY phase as a function of time, or
    options=xyvary,oldflux add oldflux to get pre-August 1994 flux scale.

    Task gpcal will report the instrumental polarisation parameters (leakages) - two complex numbers per feed. Typically these are 1 to 2%, although they can be 4% under bad conditions. Typically these are quite constant with time, with similar values resulting from observations several months apart. However they are modestly frequency dependent.

  3. Calibration of 1934-638 is now complete. You should examine the calibration solutions for reasonableness. Generally the bandpass function will have an amplitude of 1, plus or minus 15%, and phase of a few degrees. Provided you equalised the gains at the start of your observation, your antenna gains should have an amplitude close to 1, although the phases should reflect atmospheric phase stability. If you see glitches in the antenna gains in time, it is probably due to bad data. Go back and look at the data near this time, and perhaps do some more flagging - see Section 10.1.

    Tasks appropriate to examine the effectiveness of the calibration are uvplt (to generate plots of the calibrated data - remember that many Miriad tasks apply any available calibration by default) and gpplt (to generate plots of the calibration tables - both antenna gains and bandpass functions). A particularly useful plot is the ``scatter diagram'' plot generated by uvplt with the following inputs

    UVPLT
    vis=1934-638.4800 Specify primary calibrator
    stokes=i,q,u,v Plot all Stokes parameters.
    axis=real,imag Plot real vs imaginary
    options=equal,nobase Equal X and Y axes. Plot all baselines
      together.
    device=/xs Normal PGPLOT device - Xwindows for example

    This scatter diagram should show four concentrations of points - one for I at the flux density of the calibrator, and the others for Q, U and V probably near zero. If there are outliers, you probably need to do some more flagging. If you see arcs, the phase calibration is probably bad - you might try decreasing the solution interval.

  4. We now come to calibrating the secondary calibrator, and there are three possible approaches to follow:

    Good parallactic angle coverage enables you to disentangle the instrumental and secondary polarisations from each other. ``Good coverage'' generally means more than a few cuts. For sources near declination of -30 degrees, the parallactic angle remains constant through much of the observation, except near transit where it goes through a rapid change, whereas for sources near the poles, parallactic angle changes linearly with time. You can plot your parallactic angle coverage using the task varplt. More strictly, it plots the angle between the sky and the feed (i.e. parallactic angle plus 45 degrees for the ATCA).

    VARPLT
    vis=0823-500.4800 Specify secondary calibrator
    xaxis Time is the default x axis
    yaxis=chi Plot parallactic angle + 45 degrees
    device=/xs PGPLOT device - xwindows in this case

  5. If you have sufficient secondary data: If you have not already averaged the data into a channel-0 dataset, you should determine the bandpass calibration of the secondary. This is identical to the determining the bandpass calibration for the primary, except that the flux density, and its variation with frequency, will generally not be known for the secondary. In this case mfcal assumes a spectral index of 0 and a flux density to make the rms antenna gains equal to 1. Again, if the atmospheric phase stability is good, set the solution interval to the scan length. Otherwise, provided the source is moderately strong, set the solution interval to a small value. Typical input parameters are

    MFCAL
    vis=0823-500.4800 Specify secondary calibrator
    flux Leave unset
    refant=3 Specify the reference antenna
    interval=5 Solution interval for gain solutions (minutes)

    Skip the remainder of this step if you have only measured XX and YY correlations, as the gains determined by mfcal are as good as you can do. Otherwise we now come to solving for instrumental polarisation and the polarisation of the secondary itself. Given good parallactic angle coverage, these can be disentangled. For a given correlation, the instrumental polarisation terms stay constant with time, whereas the polarisation due to the source vary as sinusoids of the parallactic angle. Inputs to gpcal are similar to the case of the primary, with the very significant exception that we must turn on the switch to solve for the secondary's polarisation. The appropriate options to do this are options=qusolve,xyvary. As with mfcal, the flux density of the secondary will generally not be known, so gpcal determines a flux density so that the rms antenna gains are 1. Again the interval parameter should be set to the calibrator scan length if the phase stability is good. If this is not so, then it should be set to a smaller value (1 to 0.1 minutes) with the caveats as noted in the Section 11.4 above. If you do set it so a small value, there is an additional step (and decision) to be performed before you can interpolate the gain solutions onto your program source - see Section 12.4.

    Typical inputs for this case are

    GPCAL
    vis=0823-500.4800 Specify secondary calibrator
    flux Leave unset
    refant=3 Specify the reference antenna
    interval=5 Solution interval for gain solutions (minutes)
    options=qusolve,xyvary Solve for calibrator Q and U, and
      allow XY phase to vary with time.
    In the unlikely chance that your calibrator turns out to be more than about 5% polarised, you may wish to run gpcal again, but this time you should add options xyref and polref. This will solve for an XY phase offset on the reference antenna, as well as an instrumental polarisation characteristic that cannot be determined from a weakly polarised source.

  6. If you have little secondary data: If you have poor parallactic angle coverage of your secondary and/or there are insufficient observations of the secondary to determine a bandpass solution, then it is best to rely on the instrumental polarisation and bandpass calibration determined from 1934-638. The suggested approach, sketched in Figure 12.3, is to copy the instrumental polarisation parameters (if present) and bandpass from 1934-648 to your secondary, and then solve for the antenna gains. Additionally if all four polarisation correlations were measure, the polarisation of the secondary is also solved for.

    The task to copy the instrumental polarisation and bandpass function is gpcopy. The inputs are very simple for this situation - you give it the names of the input and output datasets. For example

    GPCOPY
    vis=1934-638.4800 Specify 1934-638 dataset.
    out=0823-500.4800 Specify the output secondary calibrator
    options Leave unset.
    mode Leave unset.

    This will also copy the antenna gains determined for 1934-638 - this is unimportant as we will now overwrite them by rerunning gpcal. We want to solve for antenna gains and the XY phases as a function of time. Additionally, if we have measured all four polarisation correlations, we want to solve for the polarisation of the secondary. We do not have enough data to solve for instrumental and secondary polarisation simultaneously, so we turn off the solver for instrumental polarisation. The relevant options are thus options=xyvary,qusolve,nopol if all four polarisation correlations were measured, and options=xyvary,nopol if only XX and YY were measured. Again the solution interval should be either the scan length (for observations with good phase stability) or set to a small value (if phase stability is poor). Typical inputs are

    GPCAL
    vis=0823-500.4800 Specify secondary calibrator
    flux Leave unset
    refant=3 Specify the reference antenna
    interval=5 Solution interval for gain solutions (minutes)
    options=xyvary,qusolve,nopol If you measured XX,YY,XY and YX, or
    options=xyvary,nopol if you have only XX and YY correlations.

  7. The calibration of the secondary is almost complete. Before we complete it, though we should examine the quality of the solutions. Four tasks are recommended for this - uvflux (how well does the secondary data fit a point source model?), uvplt (plot the calibrated secondary data), gpplt (plot the gain solutions) and gpnorm (compare secondary solutions with those determined from the primary or elsewhere).

    The first, and simplest, check of the calibration process is to use uvflux to check how well the calibrated data fits a point source. Task uvflux assumes the data represents a point source, and determines the source flux density and the rms scatter about this point. It also prints out the theoretical scatter based on thermal noise arguments. It will do this for any of the Stokes parameters. Typical inputs are

    UVFLUX
    vis=0823-500.4800 Specify secondary calibrator
    stokes=i,q,u,v Check all four Stokes parameters.
    options Leave unset (apply calibration).

    The first numeric column given for each Stokes parameter is the theoretical scatter. Note if you are using the 33 channel / 128 MHz system, and if no channel averaging has been performed, or the birdie options has not been used with atlod, then the theoretical scatter printed by uvflux is a factor of $\sqrt{2}$ higher than the true theoretical value. This is as, for this correlator configuration (and not for others), individual channels are not independent - they overlap by a factor of exactly 2 (in noise bandwidth). Task uvflux fails to take account of this. The second and third numeric columns are the mean visibility amplitude and phase. The phase should be near 0 for I, but could be either 0 or 180 degrees for Q and U (assuming there is signal in these!). V should be noise. The fourth column gives the actual scatter. This should be close to the theoretical value. Do not be concerned if it is a factor of 2 or so bigger. If it is more than a factor of a few greater than the theoretical, you probably still have bad data or a bad gain solution.

    Using uvplt to plot the calibrated data is also recommended. As with the primary, a scatter diagram plot is quite useful and quick.

    UVPLT
    vis=0823-500.4800 Specify secondary calibrator.
    stokes=i,q,u,v Plot all Stokes parameters.
    axis=real,imag Plot real vs imaginary
    options=equal,nobase Equal X and Y axes. Plot all baselines
      together.
    device=/xs Normal PGPLOT device - Xwindows for example

    Outliers in the scatter diagram probably indicate bad data - you might want to go back and flag some more, and redo some calibration steps. Note, however, that the ultimate objective of the calibration process is to get good calibration solutions - you are not attempting to produce perfect primary or secondary calibrator data. If you do not believe that outliers affect the calibration solutions unduly, ignore them.

    Another check is to plot the gain solutions and inspect them for consistency - use gpplt for this (see Section 11.7). Typical inputs for plotting the solved-for XY phases are given below. These XY phases are the difference between the actual XY phases and the XY phase correction applied by atlod. These should be constant (within the noise) and no more than a few degrees.

    GPPLT
    vis=0823.uv Specify secondary calibrator
    device=/xs PGPLOT device - X windows in this case
    yaxis=phase Plot the phase of the ratio
    options=xygains of the X and Y gains

    In addition to plotting these solved-for XY phases, it is probably worth while plotting antenna and bandpass gains and phases. If you see glitches in the solutions, check the data again. This might be due to bad data or interference. You might do some more flagging, and redo some of the calibration again.

    A final check is to compare the instrumental polarisation solution (the leakage parameters). You can compare these with another independently derived set of these solutions. These solutions are moderately time independent (they are moderately consistent over months), although there is significant frequency variation. The independent set of solutions may have come from the primary (e.g. if you determined instrumental polarisation for the primary and secondary independently - which was recommended if you had sufficient parallactic angle coverage), or from a previous configuration, or possibly other secondary calibrators from the same observing run. The task to compare the different solutions is gpnorm. Apart from just taking some sort of difference between two sets of parameters, it adjusts certain parameters to minimise the difference. The parameters that it adjusts are the absolute feed orientation and ellipticity - two quantities that are not solved for in the preceding calibration process (unless you had a strongly polarised calibrator, and used options=polref in gpcal). Task gpnorm can also deduce an error in the absolute XY phase between the two observations (an error in the absolute XY phase leaves a signature in the instrumental polarisation parameters).

    Task gpnorm reports three numbers - an XY phase offset, the offset in absolute orientation and ellipticity, and a residual rms error. As the preceding calibration process should have corrected for the XY phase offset, this should be no more than a few degrees. The offset in absolute orientation and ellipticity should be no more than 2-3%. The rms residual error should be no more than 0.005. You would expect the agreement to degrade with time difference in the observations used to derive the parameters. Agreement should be very good for parameters derived from observations on the same day, whereas agreement should be less good for observations several months apart.

    Having solved for an offset in absolute XY phase, orientation and ellipticity, gpnorm can ``correct'' the calibration tables for these. This is generally not advisable.

    Typical inputs to gpnorm are

    GPNORM
    vis=0823-500.4800 The leakages to check.
    cal=1934-638.4800 The `good' set of leakages.
    options Leave unset.

  8. Having produced a good set of calibration tables for the secondary, all that remains is to correct for the flux density of the secondary calibrator. The task to do this is gpboot. Recall that the flux density of the secondary was determined by assuming that the rms gain amplitude was 1. This assumption will be in error, although if the gains were equalised before the observation (which is the normal practice), the error will typically be small. Only a small adjustment needs to be made. Given that we know the flux density of the primary, the correction for the secondary's flux density can be determined. Then the gains of the secondary can be corrected to reflect the true flux density of the secondary.

    In principle, you should use observations of the secondary and primary calibrators that were taken at the same time and elevation. For obvious reasons this is not possible. However, you can use the select keyword to select data from the secondary when it was as close as possible to the primary's elevation when it was observed.

    Task gpboot can optionally correct the XY phases of the secondary, assuming that the XY phases of the primary are correct, and that the XY phases are constant. Given XY phase strategy that you should have already followed, this is not recommended.

    GPBOOT
    vis=0823-500.4800 Specify secondary calibrator.
    cal=1934-638.4800 Specify the primary calibrator.
    select Use this to select the time range of
      the secondary.
    options=noxy Do not make XY phase corrections

  9. All that remains is to transfer the calibration tables to the program source. Again we use gpcopy to go this. Typical inputs are

    GPCOPY
    vis=0823-500.4800 Specify secondary calibrator
    out=vela.4800 Specify the program source dataset
    options Leave unset
    mode Leave unset

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2016-06-21