Baseline Requirements Document

Draft for
INSTRUMENT BASELINE REQUIREMENTS

Version 0.1
January 15, 2007
232999836.doc 9/12/2007
Instrument Program Management
Draft Requirements for MOSFIRE
April 4, 2006
Tabe of !ontents
1 Inroducion.....................................................................................................................................1
2 !cope and Applica"iliy..................................................................................................................1
3 #e$erences.......................................................................................................................................2
3.1 #elaed %ocu&ens..................................................................................................................2
3.2 #e$erenced !andards...............................................................................................................3
3.2.1 Indusry 'onsensus !andards..........................................................................................3
3.2.2 ()*+ !andards.............................................................................................................5
3.3 #e$erenced %ra,in-s...............................................................................................................6
4 #e.ision /isory.............................................................................................................................6
5 0ac1-round.....................................................................................................................................7
5.1 2urpose.....................................................................................................................................7
6 +.erall #e3uire&ens.....................................................................................................................7
6.1 2urpose and +"4eci.es............................................................................................................7
6.2 2er$or&ance #e3uire&ens......................................................................................................7
6.2.1 2ara&eric 2er$or&ance #e3uire&ens.............................................................................7
6.2.2 +peraional 2er$or&ance #e3uire&ens...........................................................................9
6.3 I&ple&enaion #e3uire&ens...............................................................................................11
6.3.1 'o&&on 2racice I&ple&enaion #e3uire&ens..........................................................11
6.3.2 !andards I&ple&enaion #e3uire&ens.......................................................................11
6.3.3 #e-ulaory I&ple&enaion #e3uire&ens.....................................................................11
6.4 %esi-n #e3uire&ens.............................................................................................................14
6.4.1 5ec6nolo-ical %esi-n #e3uire&ens..............................................................................14
6.4.2 #e-ulaory %esi-n #e3uire&ens...................................................................................15
6.4.3 !andards #elaed %esi-n #e3uire&ens........................................................................15
6.4.4 Ine-raion #elaed %esi-n #e3uire&ens......................................................................15
7 +pical #e3uire&ens....................................................................................................................16
7.1 2urpose and +"4eci.es..........................................................................................................16
7.2 2er$or&ance #e3uire&ens....................................................................................................17
7.3.1 'o&&on 2racice I&ple&enaion #e3uire&ens..........................................................17
7.4 %esi-n #e3uire&ens.............................................................................................................17
8 )ec6anical #e3uire&ens.............................................................................................................19
8.1 2urpose and +"4eci.es..........................................................................................................19
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Tabe of !ontents
8.2.1 2ara&eric 2er$or&ance #e3uire&ens...........................................................................20
8.2.2 +peraional 2er$or&ance #e3uire&ens.........................................................................20
8.3.1 8eaure I&ple&enaion #e3uire&ens...........................................................................21
8.3.2 'o&&on 2racices I&ple&enaion #e3uire&ens.........................................................25
8.4 %esi-n #e3uire&ens.............................................................................................................28
9 9lecronic/9lecrical #e3uire&ens..............................................................................................32
9.1 2urpose and +"4eci.es..........................................................................................................32
9.2.1 2ara&eric 2er$or&ance #e3uire&ens...........................................................................32
9.2.2 +peraional 2er$or&ance #e3uire&ens.........................................................................33
9.3.1 8eaure I&ple&enaion #e3uire&ens...........................................................................33
9.3.2 'o&&on 2racices I&ple&enaion #e3uire&ens.........................................................34
9.4 %esi-n #e3uire&ens.............................................................................................................39
10 !a$ey #e3uire&ens...................................................................................................................42
10.1 2urpose and +"4eci.es........................................................................................................42
10.2 !cope....................................................................................................................................42
10.3 2er$or&ance #e3uire&ens..................................................................................................42
10.3.1 2ara&eric 2er$or&ance #e3uire&ens.........................................................................42
10.3.2 +peraional 2er$or&ance #e3uire&ens.......................................................................42
10.4 I&ple&enaion #e3uire&ens.............................................................................................42
10.4.1 8eaure I&ple&enaion #e3uire&ens.........................................................................42
10.4.2 'o&&on 2racice I&ple&enaion #e3uire&ens........................................................43
10.4.3 !andards I&ple&enaion #e3uire&ens.....................................................................44
10.4.4 #e-ulaory I&ple&enaion #e3uire&ens...................................................................44
10.5 %esi-n #e3uire&ens...........................................................................................................44
10.5.1 5ec6nolo-ical %esi-n #e3uire&ens............................................................................44
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Tabe of !ontents
10.5.2 #e-ulaory %esi-n #e3uire&ens.................................................................................45
10.5.3 !andards #elaed %esi-n #e3uire&ens......................................................................45
10.5.4 Ine-raion #elaed %esi-n #e3uire&ens....................................................................45
11 !o$,are #e3uire&ens...............................................................................................................46
11.1 2urpose and +"4eci.es........................................................................................................46
11.2 !cope....................................................................................................................................46
11.5 %esi-n #e3uire&ens...........................................................................................................51
12 Iner$ace #e3uire&ens...............................................................................................................53
12.1 2urpose and +"4eci.es........................................................................................................53
12.4 %esi-n #e3uire&ens...........................................................................................................54
13 #elia"iliy #e3uire&ens............................................................................................................55
13.1 2urpose.................................................................................................................................55
13.2 !cope....................................................................................................................................55
13.3 2rocedure $or #elia"iliy %eer&inaion..............................................................................55
14 !pares #e3uire&ens...................................................................................................................55
15 !er.ice and )ainenance #e3uire&ens.....................................................................................56
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Tabe of !ontents
16 %ocu&enaion #e3uire&ens.....................................................................................................57
16.1 %ocu&enaion 2ac1a-e.......................................................................................................57
16.2 %ra,in-s..............................................................................................................................58
16.2.1 %ra,in- !andards........................................................................................................58
16.2.2 #e3uired %ra,in-s.......................................................................................................59
16.3 9lecrical/9lecronic %ocu&enaion...................................................................................60
16.4 !o$,are...............................................................................................................................60
17 :lossary......................................................................................................................................63
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Figures an" Tabes
8i-ure 1; *ec1 5elescope 93uip&en Vi"raion <i&is...................................................................21
5a"le 1; #e$erenced !andards...........................................................................................................3
5a"le 2; ()*+ !andards................................................................................................................5
5a"le 3; 5ransporaion and !6ippin- 9n.iron&en...........................................................................7
5a"le 4; =on7+perain- 9n.iron&en................................................................................................8
5a"le 5; +perain- 9n.iron&en........................................................................................................9
5a"le 6; )aerials no !uia"le $or use in 93uip&en a 6e !u&&i o$ )auna *ea.......................14
5a"le 7; !o$,are <aencies..............................................................................................................48
5a"le 8; :lossary o$ 5er&s...............................................................................................................63
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# INTRODU!TION
56is docu&en descri"es 6e "aseline re3uire&ens $or (. ). *ec1 +"ser.aory >()*+?
insru&ens.
56e re3uire&ens in 6is docu&en are a a dra$ le.el appropriae $or 6e preli&inary desi-n p6ase
o$ 6e insru&en. 8ur6er de.elop&en o$ 6e re3uire&ens ,ill a1e place in 6e ne@ p6ase o$ 6e
pro4ec >deailed desi-n?. In paricular, para&eric per$or&ance re3uire&ens -i.en a 6is sa-e
are inended o indicae 6e scope and $or&a o$ 6e re3uire&ens, "u do no in all cases esa"lis6
$inal .alues $or 6e speci$ied para&eers. In so&e cases .alues $or 6ese para&eers 6a.e ye o "e
esa"lis6ed and are -i.en as 50%.
I is i&poran o undersand 6a a 6is sa-e o$ de.elop&en 6e re3uire&ens pro.ide a "asis $or
ideni$yin- 6e para&eers 6a ,ill "e par o$ 6e insru&enAs speci$icaions, "u 6e .alues -i.en
are su"4ec o c6an-e as 6e de.elop&en o$ 6e insru&en coninues. %urin- 6e ne@ p6ase o$ 6e
pro4ec ,or1 ,ill "e done o re$ine 6e insru&enAs speci$icaions ino $inal speci$icaions 6a ,ill
"e re.ie,ed a 6e deailed desi-n re.ie,. 56e $inal speci$icaions ,ill also $or& 6e "asis $or 6e
accepance es crieria $or 6e insru&en.

56e purpose o$ a re3uire&ens docu&en is o de$ine and co&&unicae 6e +"ser.aoryAs
e@pecaions $or 6e desi-n and i&ple&enaion o$ a ne, scieni$ic insru&en $or 6e +"ser.aory.
As 6e procurin- or-aniBaion, ()*+ au6ors 6e re3uire&ens docu&en in colla"oraion ,i6
6e insru&en desi-n ea&.
A re3uire&ens docu&en descri"es 6e ne, insru&en in er&s o$ 6e needed scieni$ic and
ec6nical per$or&ance. 56e docu&en also e@presses speci$ic re3uire&ens $or i&ple&enaion or
desi-n ,6ere 6ose re3uire&ens are essenial o sais$acory ine-raion and ineroperaion o$ 6e
insru&en ,i6 6e o"ser.aory syse&s. 56e re3uire&ens docu&en also re$erences consensus
sandards appro.ed "y reco-niBed sandards or-aniBaions $or speci$ic -uidance on ec6nical
&aers relaed o i&ple&enaion, co&pai"iliy and sa$ey.
56e docu&en a.oids prescri"in- speci$ic desi-n or i&ple&enaion soluions e@cep $or soluions
6a e&"ody 6e +"ser.aoryAs uni3ue 1no,led-e or e@perience. 56e docu&en esa"lis6es
re3uire&ens $or 6e ne, insru&en 6a ,ill -uide 6e desi-n o$ 6e insru&en 6rou-6 6e
deailed desi-n p6ase.
$ S!OPE AND APPLI!ABILIT%
56is docu&en esa"lis6es re3uire&ens $or all $uure ()*+ insru&ens. 56is docu&en also
esa"lis6es re3uire&ens $or c6an-es o relaed su"7syse&s and so$,are o$ 6e *ec1 elescopes
,6ere re3uired.
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56is re.ision o$ 6e docu&en is 6e $irs release.
& REFEREN!ES
&'# Reate" Do(uments
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&'$ Referen(e" Stan"ar"s
&'$'# In"ustr) !onsensus Stan"ar"s
5a"le 1 liss 6e indusry consensus sandards re$erenced in 6is docu&en in alp6a"eical order "y
sandardiBin- or-aniBaion. Cnless o6er,ise noed all re$erences o sandards are included
"ecause co&pliance ,i6 so&e par o$ eac6 sandard &ay "e re3uired.
Tabe #* Referen(e" Stan"ar"s
Sour(e +Organi,ation
or Stan"ar"i,ing Bo")-
Number Tite
A=!I D14.5)71994 >#1999? %i&ensionin- and 5olerancin-
A=!I D14.171995 >#2002? %eci&al Inc6 %ra,in- !6ee !iBe And
8or&a
A=!I D14.3472003 2ars <iss, %aa <iss, And Inde@ <iss;
Associaed <iss
A=!I D14.3)71994 )uli And !ecional Vie, %ra,in-s
A=!I / A!)9 D14.18)71986 +pical 2ars >9n-ineerin- %ra,in-s and
#elaed %ocu&enaion 2racices?
A!)9 /2!72003 /i-6 2ressure !yse&s
A!)9 D14.10072000 9n-ineerin- %ra,in- 2racices
A!)9 D32.1071967 >#1994? :rap6ic !y&"ols $or 8luid 2o,er
%ia-ra&s
A!5) 9595793 >2003?e1 !andard 5es )e6od $or 5oal )ass
<oss and 'olleced Volaile 'ondensa"le
)aerials $ro& +u-assin- in a Vacuu&
9n.iron&en
A5A !pec 30072001.1 !peci$icaion $or 2ac1a-in- o$ Airline
!upplies
'9=9<9' 9= 5008271;1997
1
9lecro&a-neic co&pai"iliy E :eneric
i&&uniy sandard E 2ar 1; #esidenial,
co&&ercial and li-6 indusry
'ouncil o$ 6e 9uropean
'o&&uniies
9)' 89/336/99'
1
'ouncil %ireci.e 89/336/99' o$ 3 )ay
1989 on 6e appro@i&aion o$ 6e la,s o$
6e )e&"er !aes relain- o
elecro&a-neic co&pai"iliy >9)'
%ireci.e?
'ouny o$ /a,aii 1995 ediion /a,aii 'ouny 'ode 1983 >1995 ediion?
%epar&en o$ %e$ense )I<7 !5%71719 8inis6in- o$ )eal and (ood !ur$aces
%epar&en o$ %e$ense )I<7/%0*7217872
1
#elia"iliy 2redicion o$ 9lecronic
93uip&en
1. 56is re$erence $or in$or&aion only.
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Tabe #* Referen(e" Stan"ar"s. (ontinue"
Number Tite
%epar&en o$ %e$ense )I<7!5%78108 5es )e6od !andard $or 9n.iron&enal
9n-ineerin- 'onsideraions and
<a"oraory 5ess
9IA 9IA73107% 'a"ines, #ac1s, 2anels, and Associaed
93uip&en
9IA 9IA7649
1
=aional 'onsensus !andard 8or
'on$i-uraion )ana-e&en
8'' 5ile 47 '8# 2ar 15
1
#adio 8re3uency %e.ices
I999 802.3C re.ision 95 'arrier !ense )uliple Access ,i6
'ollision %eecion >'!)A/'%? Access
)e6od F 26ysical <ayer !peci$icaions;
)ac 2ara&eers, 26ysical <ayer, )ediu&
Aac6&en Cnis and #epeaer $or 100
)"/! +peraion >Version 5.0?
I999 101272004 !andard $or !o$,are Veri$icaion and
Validaion
Inernaional 'ode
'ouncil >I''?
I0'72006 2006 Inernaional 0uildin- 'ode
G
I!+/I9' I!+ / I9' 12207;1995 In$or&aion 5ec6nolo-y 7 !o$,are li$e
cycle processes
=aional 9lecric
)anu$acurers
Associaion
25071997 9nclosures $or 9lecrical 93uip&en >1000
Vols )a@i&u&?
=aional 8ire 2roecion
Associaion >=82A?
=82A 55, 2005 ediion !andard $or 6e !ora-e, Cse, and
/andlin- o$ 'o&pressed :ases and
'ryo-enic 8luids in 2ora"le and
!aionary 'onainers, 'ylinders and
5an1s
=82A =82A 70, 2005 ediion =aional 9lecric 'ode
=82A =82A 99', 2005 ediion !andard on :as and Vacuu& !yse&s
=a.al !ur$ace (ar$are
'ener
=!(' 98/<91
1
/and"oo1 o$ #elia"iliy 2redicion
2rocedures $or )ec6anical 93uip&en
+!/A 5ile 29 '8# 2ar 1910 +ccupaional !a$ey And /eal6
!andards
5elcordia :#7637'+#9 =90!
H
#e3uire&ens
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Tabe #* Referen(e" Stan"ar"s. (ontinue"
Number Tite
5IA/9IA 5IA/9IA756870 'o&&ercial 0uildin-
5eleco&&unicaions 'a"lin- !andards
Cnder,riers
<a"oraories Inc.
!andard $or !a$ey 508 Indusrial 'onrol 93uip&en
&'$'$ /M0O Stan"ar"s
()*+ so$,are sandards are also re$erenced in 6is docu&en. #e$erences o 6ese sandards are
included "ecause co&pliance ,i6 so&e par o$ eac6 sandard &ay "e re3uired.
Tabe $* /M0O Stan"ar"s
Number Tite
()*+ *!% 3 !o$,are Ie&s $or Accepance #e.ie,
()*+ *!% 8 *5<; 6e *ec1 5as1 <i"rary
()*+ *!% 46a %'! *ey,ord #e$erence )anual >parial?
()*+ *!% 50 *ec1 II ' !yle and 'odin- !andards
()*+ *!% 201 /o, o !e Cp a con$i-.&1 0uild
()*+ *!% 210 ()*+ !o$,are !andards
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&'& Referen(e" Dra1ings
2 RE3ISION 4ISTOR%
3ersion Date Aut5or Reason for re6ision 7 remar8s
0.1 Jan. 15, 2007 !)A 9@racion $ro& )+!8I#9 docu&en "y
(iBino,ic6
%ue o 6e di$$iculies in docu&ens ,i6 &oderaely co&ple@ $or&ain- suc6 as 6is one, 6e
)icroso$ (ord I5rac1 '6an-esJ $eaure is no usea"le. 5o see 6e c6an-es in 6is docu&en
since 6e pre.ious .ersion, use 6e I5ools, 5rac1 '6an-es, 'o&pare %ocu&ensJ drop do,n &enu
se3uence and co&pare 6is docu&en o 6e pre.ious .ersion. I is no reco&&ended 6a you
ae&p o prin 6e resuls. !u"se3uen .ersions o$ 6is docu&en ,ill include 6e $ilena&e and
dae $or 6e pre.ious .ersion.
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9 BA!0:ROUND
9'# Pur;ose
56e purpose o$ 6e "ac1-round secion o$ 6is docu&en is o pro.ide cone@ and relaed
in$or&aion $or 6e re3uire&ens de$ined in laer secions o$ 6is docu&en.
< O3ERALL REQUIREMENTS
<'# Pur;ose an" Ob=e(ti6es
56e purpose o$ 6e o.erall re3uire&ens secion is o con.ey re3uire&ens 6a apply -enerally o
6e o.erall insru&en and is accessories.
<'$ Performan(e Requirements
<'$'# Parametri( Performan(e Requirements
<'$'#'#'# Trans;ortation an" S5i;;ing En6ironment
56e Insru&en s6all coninue o &ee all o$ 6e per$or&ance re3uire&ens ,i6ou repair a$er a
sin-le s6ip&en o 6e deli.ery locaion "y any co&"inaion o$ air or sur$ace ransporaion. 8or
in$or&aion, 6e e@peced condiions o "e encounered durin- s6ippin- are -i.en in 5a"le 3.

Tabe &* Trans;ortation an" S5i;;ing En6ironment
Parameter Min' T);' Ma>' Units Notes
Aliude 0 7 4,572 & 1
5e&peraure 733 7 71 K' 2, 3
5e&peraure s6oc1 754 7 70 K' 4
/u&idiy 0 7 100 L 5
:ra.iy orienaion 7 7 7 =A 6
Vi"raion 7 7 0.015 -
2
//B 7, 8
!6oc1 7 7 15 - 9
Acceleraion
%ue o ranspor 7 7 4 - 10
%ue o seis&ic aci.iy 7 7 2 - 12
=oes;
1. !ee )I<7!5%78108 )e6od 500 M2.3.1.
2. )a@i&u& is $or induced condiions, see )I<7!5%78108 )e6od 501 5a"le 501.47I.
3. )ini&u& is $or induced condiions, see )I<7!5%78108 )e6od 502 5a"le 502.47II.
4. !ee )I<7!5%78108 )e6od 503.
5. #elai.e, condensin-.
6. 2ac1a-ed e3uip&en &ay "e su"4eced o all possi"le -ra.iy orienaions durin- ransporaion and
s6ippin-.
7. 10 /B o 40 /B, 76d0/oc. drop7o$$ o 500 /B, all a@es.
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8. !ee )I<7!5%78108 )e6od 514.
9. 0.015 second 6al$7sine, all a@es.
10. All a@es.
11. 0.5 /B o 100/B, all a@es.
<'$'#'#'$ Non?O;erating En6ironment
56e Insru&en s6all &ee all o$ 6e per$or&ance speci$icaions ,i6ou repair or reali-n&en a$er
"ein- su"4eced o any nu&"er o$ cycles o$ any o$ 6e non7operain- en.iron&en condiions
de$ined in 5a"le 4. 56ese represen en.iron&ens associaed ,i6 nor&al non7operain- elescope
aci.iies includin- "u no li&ied o sora-e and 6andlin- ,i6in 6e $aciliy and insallaion and
re&o.al $ro& 6e elescope.

Tabe 2* Non?O;erating En6ironment
Aliude 0 7 4300 &
5e&peraure
#an-e 710 0 30 K' 1
#ae o$ c6an-e 70.8 7 0.8 K'/6
/u&idiy 0 7 90 L 2
:ra.iy orienaion 7 71 7 - 3
Vi"raion 7 7 8.0@10
74
-
2
//B 4
!6oc1 7 7 15 - 5
Acceleraion
%ue o 6andlin- 7 7 7 - 6
%ue o seis&ic aci.iy 7 7 2 - 7
=oes;
1. 5ypical .alue is 6e a.era-e annual e&peraure.
2. #elai.e, non7condensin-.
3. =or&al o 6e ear6As sur$ace.
4. 20 /B o 1000 /B, 6d"/oc drop7 o$$ o 2000 /B.
5. 0.015 second 6al$7sine, all a@es.
6. 2 - .erical, 1 - $ore/a$, 0.5 - laeral
7. 0.5 /B o 100/B, all a@es.
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<'$'#'#'& O;erating En6ironment
56e operain- en.iron&en is 6e ense&"le o$ all condiions e@perienced under nor&al elescope
operaion ,6en 6e Insru&en is insalled a 6e *ec1 elescope. All per$or&ance re3uire&ens
s6all "e &e ,6ile 6e Insru&en is su"4eced o 6e operain- en.iron&en condiions -i.en in
5a"le 5.

Tabe 9* O;erating En6ironment
Aliude 0 7 4300 &
5e&peraure
#an-e 710 0 20 K' 1
#ae o$ c6an-e 70.8 7 0.8 K'/6
/u&idiy 0 7 90 L 2
:ra.iy orienaion 7 71 7 - 3
Vi"raion 7 7 1@10
75
-
2
//B 4
Acceleraion 7 7 1 - 5
=oes;
1. 5ypical .alue is 6e a.era-e annual e&peraure.
2. #elai.e, non7condensin-.
3. =or&al o 6e ear6As sur$ace.
4. 20 /B o 1000 /B, 6d"/oc drop7 o$$ o 2000 /B.
5. All a@es, due o elescope dri.e syse& $aul condiions.
<'$'$ O;erationa Performan(e Requirements
<'$'$'# Air Borne !ontaminants
56e ,ea6er condiions a 6e su&&i o$ )auna *ea include $re3uen 6i-6 ,inds resulin- in so&e
air "orne cona&inans, paricularly dus and insecs. Insru&ens &us "e proeced durin-
insallaion and 6andlin- a-ains 6e enry o$ 6ese cona&inans, in paricular care &us "e a1en
,i6 opical sur$aces, precision &ec6anis&s and $ine pic6 or $i"er opic connecors.
<'$'$'$ Au"ibe Noise
Cnless o6er,ise speci$ied or acceped any pu&ps, &oors, ou"oard elecronics or co&puers
s6ould no a any i&e produce audi"le noise in e@cess o$ 50 d0A a a disance o$ 1 &eer. 56is is
a sandard o$$ice operain- en.iron&en &a@i&u& noise le.el. 56is includes iner&ien noises
$ro& pu&ps and .aria"le speed coolin- $ans. Audi"le ,arnin- si-nals $or e&er-ency or $aul
condiions are e@e&p $ro& 6is re3uire&en, "u 6ey &us "e pro.ided ,i6 a silence a$er delay
$eaure or a &anual silencin- s,ic6.
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<'$'$'& Tees(o;e Re(onfiguration
=one.
<'$'$'2 Po1er Faiure Toeran(e
56e o"ser.aory su&&i $aciliies pro.ide "ac1up po,er o 6e insru&en elecronics. 56e $irs
le.el o$ "ac1up is 6e *ec1 I or II do&e C2!, an indusrial uninerrupi"le po,er supply >C2!?
s6ared ,i6 6e o6er insru&ens. 56is C2! 6as a 6old up i&e o$ 30 &inues. A separae C2! is
pro.ided $or 6e *ec1 I or II co&puer roo&, and 6is C2! pro.ides "ac1up po,er $or 6e
insru&en co&puers. 56e co&puer roo& C2! also 6as a 6old up i&e o$ 30 &inues.
Cnder nor&al condiions 6e o"ser.aory su&&i sand"y -eneraor ,ill sar ,i6in 1 &inue o$
6e po,er $ailure and "e-in supplyin- pri&ary po,er o 6e *ec1 do&e C2!, *ec1 co&puer
roo& C2! and 6e o6er C2! unis a 6e su&&i.

%urin- a po,er $ailure 6e -lycol coolin- syse& pu&ps and c6iller ,ill "e inoperai.e, so
insru&en elecronics dependen on -lycol coolin- re3uire ei6er $lo, s,ic6es or e&peraure
sensors o ensure 6a 6e elecronics are s6u do,n e.en 6ou-6 6e elecronics ,ill "e po,ered
$ro& 6e *ec1 do&e C2! and 6e o"ser.aory su&&i sand"y -eneraor.
56e ''# co&pressors and ''# 6eads are po,ered $ro& 6e -eneraor "u 6ey re3uire -lycol
coolin- $or coninuous operaion. %urin- a po,er $ailure 6e ''# co&pressors ,ill e@perience
&o&enary po,er inerrupions o$ less 6an 1 &inue duraion and ,ill 6en coninue o operae on
6e -eneraor unil 6eir 6er&al proecion syse&s s6u 6e& do,n.
Cnder nor&al condiions 6e o"ser.aory su&&i sand"y -eneraor 6as su$$icien $uel $or 18 6ours
o$ coninuous operaion a $ull load. (i6 only ,o e@cepions in o.er 10 years o$ operaion, 6e
lon-es po,er $ailures o dae 6a ()*+ 6as e@perienced a 6e su&&i 6a.e "een less 6an 1
6our in duraion.
56e ,ors7case condiions o "e e@perienced "y 6e insru&en can "e undersood o occur under
condiions ,6ere 6e o"ser.aory su&&i sand"y -eneraor $ails o sar. In 6is case 6e ''#
co&pressors and ''# 6eads ,ill cease o operae, and ,i6in 30 &inues 6e do&e C2! and
co&puer roo& C2! ,ill "e e@6aused resulin- in a oal insru&en po,er $ailure $or a $ur6er 30
&inues "ased on 6e &a4oriy o$ 6e ,ors case po,er $ailures o dae.
0ecause o$ 6e possi"iliy o$ po,er $ailures, and also 6e necessiy o$ disconnecin- insru&ens
$ro& ser.ices durin- elescope recon$i-uraion, insru&ens s6ould "e desi-ned so 6a po,er
$ailures o$ up o 1 6our in duraion a$$ecin- 6e elecronics, -lycol coolin- and ''# syse&s ,ill
no resul in per&anen loss o$ per$or&ance or da&a-e o 6e insru&enAs deecors or o6er
co&ponens.
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<'& Im;ementation Requirements
=one.
<'&'# !ommon Pra(ti(e Im;ementation Requirements
=one.
<'&'$ Stan"ar"s Im;ementation Requirements
<'&'$'# S5i;;ing !ontainers
All s6ippin- conainers &us "e desi-ned o pro.ide ade3uae proecion $or 6e e3uip&en durin-
ranspor. Cnless o6er,ise speci$ied sin-le use conainers suia"le $or 6e siBe, ,ei-6 and
s6ip&en &e6od o "e e&ployed are accepa"le. 8or -uidance in 6e desi-n o$ suia"le conainers
consul Air 5ranspor Associaion >A5A? !pec 300, 2001.1 ediion, I!peci$icaion $or 2ac1a-in-
o$ Airline !uppliesJ.
<'&'& Reguator) Im;ementation Requirements
56e Insru&en s6all co&ply in all respecs ,i6 6e applica"le re3uire&ens o$ 6e +ccupaional
!a$ey and /eal6 Ad&inisraion >+!/A? as esa"lis6ed "y 'ode o$ 8ederal #e-ulaions >'8#?
29 2ar 1910 I+ccupaional !a$ey And /eal6 !andardsJ, paricularly su"par +, secion
1910.212 and su"par ! secions 1910.302 6rou-6 1910.304.
56e re3uire&ens o$ !u"par +, secion 1910.212 6a are applica"le o an Insru&en are
su&&ariBed as $ollo,s;
1. Machine guarding must be provided to protect the operator and other employees from hazards
such as those created by ingoing nip points or rotating parts.
2. Guards shall be affixed to the machine.
3. Revolving barrels and drums shall be guarded by an enclosure that is interloced !ith the drive
mechanism so that the barrel or drum cannot revolve unless the guard is in place.
56e re3uire&ens o$ !u"par !, secions 1910.302 6rou-6 1910.304 6a are applica"le o
)+!8I#9 &ay "e su&&ariBed as $ollo,s;
1. "isted or labeled e#uipment shall be used or installed in accordance !ith any instructions included
in the listing or labeling.
2. $onductors shall be spliced or %oined !ith splicing devices suitable for the use or by brazing&
!elding& or soldering !ith a fusible metal or alloy. 'oldered splices shall first be so spliced or
%oined as to be mechanically and electrically secure !ithout solder and then soldered. (ll splices
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and %oints and the free ends of conductors shall be covered !ith insulation e#uivalent to that of the
conductors or !ith an insulating device suitable for the purpose.
3. )arts of electric e#uipment !hich in ordinary operation produce arcs& spars& flames& or molten
metal shall be enclosed or separated and isolated from all combustible material.
*. +lectrical e#uipment may not be used unless the manufacturer,s name& trademar& or other
descriptive maring by !hich the organization responsible for the product may be identified is
placed on the e#uipment. -ther marings shall be provided giving voltage& current& !attage& or
other ratings as necessary. .he maring shall be of sufficient durability to !ithstand the
environment involved.
/. +ach disconnecting means for motors and appliances shall be legibly mared to indicate its
purpose& unless located and arranged so the purpose is evident.
0. "ive parts of electric e#uipment operating at /1 volts or more shall be guarded against accidental
contact by approved cabinets or other forms of approved enclosures.
2. ( conductor used as a grounded conductor shall be identifiable and distinguishable from all other
conductors. ( conductor used as an e#uipment grounding conductor shall be identifiable and
distinguishable from all other conductors.
3. 4o grounded conductor may be attached to any terminal or lead so as to reverse designated
polarity.
5. ( grounding terminal or grounding6type device on a receptacle& cord connector& or attachment
plug may not be used for purposes other than grounding.
11. $onductors and e#uipment shall be protected from overcurrent in accordance !ith their ability to
safely conduct current.
11. -vercurrent devices may not interrupt the continuity of the grounded conductor unless all
conductors of the circuit are opened simultaneously.
12. -vercurrent devices shall be readily accessible to each employee or authorized building
management personnel. .hese overcurrent devices may not be located !here they !ill be exposed
neither to physical damage nor in the vicinity of easily ignitable material.
13. 7uses and circuit breaers shall be so located or shielded that employees !ill not be burned or
other!ise in%ured by their operation due to arcing or suddenly moving parts.
1*. $ircuit breaers shall clearly indicate !hether they are in the open 8off9 or closed 8on9 position.
1/. .he path to ground from circuits& e#uipment& and enclosures shall be permanent and continuous.
10. Metal enclosures for conductors shall be grounded.
12. +xposed& non6current6carrying metal parts of fixed e#uipment& !hich may become energized& shall
be grounded.
13. +xposed non6current6carrying metal parts of cord and plug connected e#uipment& !hich may
become energized& shall be grounded.
15. 4on6current6carrying metal parts of fixed e#uipment& if re#uired to be grounded& shall be
grounded by an e#uipment grounding conductor& !hich is contained !ithin the same race!ay&
cable& or cord& or runs !ith or encloses the circuit conductors. 7or D$ circuits only& the
e#uipment grounding conductor may be run separately from the circuit conductors.
7or the purposes of the foregoing approved means acceptable to the authority enforcing the applicable
subpart. .he authority enforcing the applicable subpart is the (ssistant 'ecretary of "abor for
-ccupational 'afety and :ealth. .he definition of ;;acceptable,, indicates !hat is acceptable to the
(ssistant 'ecretary of "abor& and therefore approved !ithin the meaning of the applicable subpart.
(pproved for the purpose means approved a specific purpose& environment& or application described in
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a particular standard re#uirement. 'uitability of e#uipment or materials for a specific purpose&
environment or application may be determined by a nationally recognized testing laboratory&
inspection agency or other organization concerned !ith product evaluation as part of its listing and
labeling program.
=oe 6a 6e precedin- e@ is reproduced .er"ai& $ro& 6e re$erenced '8# and any -ra&&aical
errors or ypo-rap6ical errors are par o$ 6a e@.
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<'2 Design Requirements
<'2'# Te(5noogi(a Design Requirements
<'2'#'# Materias Suitabiit) an" Safet)
'erain en.iron&enal condiions >lo, e&peraure and pressure? a 6e su&&i o$ )auna *ea
&a1e cerain &aerials unsuia"le $or use in insru&en consrucion. )aerials used in 6e
consrucion, lu"ricaion or pac1a-in- o$ insru&ens &us no produce 6aBardous "y7producs
suc6 as -ases or o6er cona&inans under 6e condiions o$ operaion and use a 6e su&&i o$
)auna *ea. =o &ercury &ay "e used in any co&ponen.
5a"le 6 liss speci$ic &aerials 6a s6ould no "e used. =oe 6a 6is a"le applies o porions o$
6e insru&en nor&ally open o 6e a&osp6ere. !ee M8.4.1.1 $or &aerials consideraions $or
.acuu& cryosas and si&ilar en.iron&ens.
Tabe <* Materias not Suitabe for use in Equi;ment at t5e Summit of Mauna 0ea
Materia T);e !ommon Name Reason+s- for Unsuitabiit)
Ad6esi.e, insulaor #5V silicone ru""er
1
+u-ases durin- curin-
Ad6esi.e 'yanoacrylaes +u-ases durin- curin-, su"4ec o 6ydrolyic
de-radaion
'onducor )ercury
2
#eaci.e, sals $or&ed are o@ic
Insulaor Acrylic
4
+u-ases, 6y-roscopic, "rile a lo, e&peraures
2laed $inis6 'ad&iu&
2
+u-ases, reaci.e, 6aBardous
Insulaor 'ellulose Aceae
0uyrae
/y-roscopic
Insulaor :lass7#ein$orced
9@ruded =ylon
+u-ases, 6y-roscopic
Insulaor *apon !u"4ec o 6ydrolyic de-radaion
Insulaor =eoprene +u-ases, su"4ec o de-radaion "y oBone and CV
e@posure
Insulaor =ylon
5
+u-ases, su"4ec o de-radaion "y oBone and CV
e@posure
Insulaor 26enolic
3
/y-roscopic
Insulaor 2olyc6lorinaed
0ip6enyls
2
'o&"usion produces 6i-6ly o@ic -ases
=oes;
1. =eural cure #5V silicones &ay "e accepa"le pro.ided 6a 6e cured silicone and 6e surroundin- area
are cleaned a$er asse&"ly.
2. Cse is or soon ,ill "e 6i-6ly re-ulaed.
3. 9lecrical -rade p6enolic is no 6y-roscopic.
4. 'as acrylic resin
5. 'a"le ies o$ ,ea6er resisan =ylon 6/6 >car"on "lac1 addii.e? are accepa"le.
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<'2'$ Reguator) Design Requirements
=one.
<'2'& Stan"ar"s Reate" Design Requirements
=one.
<'2'2 Integration Reate" Design Requirements
=one.
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@ OPTI!AL REQUIREMENTS
@'# Pur;ose an" Ob=e(ti6es
56e purpose o$ 6is secion is o descri"e re3uire&ens $or 6e per$or&ance, i&ple&enaion and
desi-n o$ 6e opical syse&.
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@'$ Performan(e Requirements
@'& Im;ementation Requirements
@'&'# !ommon Pra(ti(e Im;ementation Requirements
=one.
@'&'$ Stan"ar"s Im;ementation Requirements
=one.
@'&'& Reguator) Im;ementation Requirements
=one.
@'2 Design Requirements
@'2'# Te(5noogi(a Design Requirements
@'2'#'# O;ti(a !om;onent Mountings
All opical co&ponens s6ould "e &ouned so 6a ali-n&en is &ainained durin- cool do,n and
,ar& up cycles, ,6ere appropriae. )ounin-s &us ensure 6a e@cessi.e sress is no placed on
6e opical co&ponens due o 6er&al di$$erenials "e,een 6e opical co&ponen and 6e &oun.
)ounin-s &us also ensure 6a ali-n&en o$ opical co&ponens ,i6ou e@cessi.e sress is
&ainained a all roaor an-les and elescope ele.aions.
)aerials used in opical co&ponen &ounin-s, paricularly elaso&ers and ad6esi.es &us "e
co&pai"le ,i6 6e coain-s on 6e associaed opical co&ponens. All &aerials used ,i6in 6e
de,ar &us "e co&pai"le ,i6 .acuu& and cryo-enic en.iron&ens, see M8.4.1.1.
@'2'#'$ Aignment Toeran(ing
0e$ore asse&"ly all opical co&ponens and syse&s &us 6a.e a docu&ened opical ali-n&en
olerance "ud-e. %urin- asse&"ly &easure&ens &us "e &ade as re3uired o ensure 6a 6e
sac17up o$ olerances does no e@ceed 6e olerance "ud-e.
@'2'$ Reguator) Design Requirements
=one
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@'2'& Stan"ar"s Reate" Design Requirements
%ra,in-s $or opical co&ponens s6ould con$or& o A&erican =aional !andards Insiue
>A=!I? / A&erican !ociey o$ )ec6anical 9n-ineers Inernaional >A!)9? sandard D14.18)7
1986 I+pical 2ars >9n-ineerin- %ra,in-s and #elaed %ocu&enaion 2racices?J.
@'2'2 Integration Reate" Design Requirements
@'2'2'# Fo(a Position
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A ME!4ANI!AL REQUIREMENTS
A'# Pur;ose an" Ob=e(ti6es
desi-n o$ 6e Insru&en &ec6anical syse&s. In &any cases 6ese re3uire&ens re$lec 6e
preli&inary &ec6anical desi-n o$ 6e insru&en.
56e &ec6anical re3uire&ens address issues o$ desi-n, relia"iliy and &ainaina"iliy. 0ased on
e@perience ,i6 pre.ious insru&ens 6e o"ser.aory is sensii.e o cerain aspecs o$
per$or&ance, i&ple&enaion and desi-n 6a 6a.e pro.en o "e i&poran $acors in 6e up i&e o$
is insru&ens. 56e &ec6anical re3uire&ens secion 6as as a &ain o"4eci.e 6e descripion o$
6e e@peced per$or&ance, $eaures and con$i-uraion o$ 6e insru&enAs &ec6anical syse&s. A
secondary o"4eci.e is o ideni$y speci$ic areas ,6ere e@perience indicaes paricular aenion is
re3uired ,i6 respec o per$or&ance, i&ple&enaion or desi-n.
In 6is re.ision o$ 6e docu&en so&e o$ 6e &ec6anical re3uire&ens are .ery deailed, and o6ers
are "roader. 56ese "roader re3uire&ens &ay need o "e "ro1en do,n ino &ore deailed
re3uire&ens in a $ur6er re.ision o$ 6is docu&en. In 6e case o$ para&eric re3uire&ens, &any
o$ 6e .alues -i.en are sarin- poins $or a &ore deailed analysis 6a ,ill a1e place in 6e ne@
p6ase o$ 6e insru&enAs desi-n.
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A'$ Performan(e Requirements
A'$'# Parametri( Performan(e Requirements
A'$'#'# :enera
A'$'#'$ 3a(uum Pum;
I$ re3uired o proec 6e insru&en in 6e e.en o$ an uninended ,ar& up, an on insru&en
.acuu& pu&p &ay "e pro.ided. 56is pu&p &us "e pro.ided ,i6 re&oe conrol $aciliies, and
&us olerae all orienaions ,6en no operain- ,i6ou i&pair&en o$ per$or&ance or lea1a-e o$
oils or o6er $luids.
A'$'#'& Po1er Dissi;ation
56e Insru&en &us no radiae &ore 6an 50 ,as o$ 6ea ino 6e elescope do&e a&"ien
en.iron&en. All 6ea -eneraed "y 6e Insru&en in e@cess o$ 6is a&oun &us "e carried a,ay
"y a -lycol "ased coolin- syse&.
56is re3uire&en does no apply o e3uip&en no used durin- nor&al operaions.

A'$'$ O;erationa Performan(e Requirements
A'$'$'# O;erating Tem;erature Range
56e Insru&en s6ould "e desi-ned $or operaion o.er 6e a&"ien e&peraure ran-e -i.en in
M6.2.1.1.3.
A'$'$'$ 3ibration
Vi"raion isolaion s6ould "e e&ployed as re3uired o isolae sources o$ .i"raion ,i6in 6e
Insru&en due o &o.in- co&ponens suc6 as $ans, pu&ps and &oors.
56e Insru&en s6ould &ee all per$or&ance and operain- re3uire&ens ,6en insalled in a
.i"raion en.iron&en 6a con$or&s o 6e :eneric Vi"raion 'rieria
1
'ur.e I'J as s6o,n in
8i-ure 1. 56e Insru&en s6ould no produce .i"raions 6a resul in r&s .elociies in e@cess o$
6ose -i.en in cur.e I'J o$ 8i-ure 1.
1
:ordon, 'olin :. Generic $riteria for <ibration6'ensitive +#uipment. 2roceedin-s o$ 6e !2I9 Vol. 1619, pp. 71785,
Vi"raion 'onrol in )icroelecronics, +pics, and )erolo-y. :ordon, 'olin :. edior. !2I9 1992.
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10
100
1000
1 10 100 1000
One-third Octave Band Center Frequency, Hz
rms Velocity,
/

April 4, 2006
Figure #* 0e(8 Tees(o;e Equi;ment 3ibration Limits
A'& Im;ementation Requirements
A'&'# Feature Im;ementation Requirements
A'&'#'# Instrument De1ar Me(5anisms
)ec6anis&s inernal o 6e Insru&en de,ar 6a are di$$icul o access $or ser.ice, $eaures s6ould
"e pro.ided 6a &a@i&iBe 6e relia"iliy o$ 6e &ec6anis&s and pro.ide as &uc6 in$or&aion as
possi"le a"ou 6e saus and per$or&ance o$ eac6 &ec6anis&.
All Insru&en de,ar &ec6anis&s s6ould pro.ide a posii.e indicaion 6a 6e re3uesed &o.e>s?
6a.e "een co&pleed. 56e use o$ a relai.e posiion indicain- &eans in con4uncion ,i6 li&i
s,ic6es is pre$erred.
)ec6anis&s s6ould operae properly ,i6 reduced speed o.er 6e a&"ien e&peraure ran-e -i.en
in M6.2.1.1.3. 56is is essenial o per&i ser.icin- and .eri$icaion o$ proper operaion prior o
e.acuaion and coolin- o$ 6e insru&en de,ar.
A'&'#'$ 4an"er
A 6andler &us incorporae srucural co&ponens 6a ,ill &ainain is ine-riy and ensure secure
&ounin- durin- an ear63ua1e ,i6 6e Insru&en insalled as re3uired "y seis&ic sandards $or a
Bone 4 ear63ua1e Bone >see M8.3.3.1 "elo,?.
56e 6andler &us incorporae seis&ic resrain pro.isions $or use ,6en 6e 6andler is par1ed a 6e
sora-e posiion.
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56e 6andler s6ould "e e3uipped ,i6 a re&o.a"le racor dri.e asse&"ly co&pai"le ,i6 6e
e@isin- racor dri.e asse&"ly and dri.e &e6od.
A'&'#'& Rotator
A roaor re3uired o roae 6e Insru&en a"ou 6e elescopeAs opical a@is in order o co&pensae
$or 6e i&a-e roaion 6a occurs as 6e elescope $ollo,s 6e sidereal &oion o$ 6e s1y.
56e roaor s6ould incorporae a &ec6anical loc1ou $eaure 6a loc1s 6e Insru&en in place so
6a i canno roae. 56is $eaure ,ill ensure 6a 6e insru&en ,ill no &o.e due o an
i&"alance caused "y re&o.al o$ a co&ponen $or ser.ice. )ec6anical loc1ou $eaures s6ould
aci.ae an elecrical loc1ou consisin- o$ one or &ore non7de$eaa"le s,ic6es 6a disa"le 6e
dri.e syse& ,6en 6e &ec6anical loc1ou is aci.e and pro.ide a re&oe indicaion 6a 6e
&ec6anical loc1ou is aci.e. 56e elecrical loc1ou ,ill proec 6e roaor dri.e syse&
co&ponens as ,ell as pre.en uninended dri.e aci.aion.
(6ere appropriae, 6e roaor &us incorporae a de$inin- poin syse& 6a is co&pai"le ,i6 6e
e@isin- *ec1 de$inin- poin syse&. In paricular 6e co&ponens o$ 6e de$inin- syse& on 6e
roaor &us incorporae su$$icien ad4us&en ran-e o allo, ali-n&en o$ 6e Insru&en.

A'&'#'2 Tra(tor Dri6e
(6ere appropriae, a re&o.a"le racor dri.e asse&"ly co&pai"le ,i6 6e e@isin- racor dri.e
asse&"ly and dri.e &e6od s6ould "e pro.ided o &o.e 6e 6andler on 6e *ec1 pla$or& and
=as&y6 dec1 rail syse&.
A'&'#'9 A((ess an" !o6ers
'o&ponens re3uirin- rouine ser.ice or &ainenance s6ould "e accessi"le "y re&o.in- a sin-le
co.er secured "y no &ore 6an 8 $aseners. 'o.ers 6a &ay "e re&o.ed in a locaion ,6ere
$aseners could $all ino 6e inerior o$ 6e enclosure or 6e insru&en &ay "e e3uipped ,i6
capi.e $aseners. 'o.ers 6a &ay "e re&o.ed in a locaion ,6ere $aseners could $all ino 6e
inerior o$ 6e enclosure s6ould "e e3uipped ,i6 capi.e $aseners. 'api.e $aseners s6all "e o$
6e 6readed ype and s6all no capi.aed "y s,a-ed slee.e $iin-s. Nuarer urn $aseners
en-a-in- sprin- 6oo1s are speci$ically discoura-ed $or reasons o$ $i and relia"iliy.
(6ene.er possi"le ser.ice access pro.isions s6ould "e pro.ided 6a do no re3uire disasse&"ly o$
6e enire insru&en o access &oors or s,ic6es $or replace&en.
All elecronics syse&s o$ 6e Insru&en >no includin- 6e science deecor and A!I' inside 6e
insru&en de,ar? &us "e accessi"le $or ser.ice ,i6ou reurnin- 6e insru&en o a&osp6eric
pressure.
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A'&'#'< Entran(e /in"o1
(6ere appropriae, a re&oely operaed co.er s6ould "e pro.ided 6a proecs 6e Insru&en
opics $ro& dus and $ro& da&a-e due o -lancin- or direc "lo,s or i&pacs ,6ile in 6e sora-e
posiion or &o.in- $ro& sora-e o 6e elescope. A ypical scenario $or 6e calculaion o$ $orces
in.ol.ed is as $ollo,s;
A person &o.in- a a nor&al ,al1in- pace >O1.3 &/s? carryin- a 3 &eer len-6 o$ sc6edule 80
171/4J pipe >O14 1-? ,al1s direcly o,ards 6e $ron o$ )+!8I#9. 56e pipe sri1es 6e co.er.
56e person carryin- 6e pipe does no loose 6is -rip on 6e pipe and $or 6e purposes o$ 6is
analysis 6e . in 6e collision is E1.3 &/s.
56e co.er s6ould "e a"le o resis 6e resulin- $orce ,i6ou da&a-e o 6e Insru&en.
56e co.er s6ould "e inerloc1ed o 6e insru&en and elescope inerloc1s so 6a 6e co.er is
pre.ened $ro& openin- e@cep ,6en 6e Insru&en is de$ined a 6e operain- posiion. !pecial
pro.isions $or local operaion o$ 6e enrance ,indo, co.er ,6ile 6e insru&en is in o6er
posiions &ay "e re3uired, "u re&oe operaion o$ 6e enrance ,indo, co.er s6ould only "e
possi"le ,6en 6e insru&en is de$ined a 6e *ec1 I 'asse-rain posiion.
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A'&'#'@ :)(o !ooing
(6en -lycol coolin- is re3uired 6e $ollo,in- i&ple&enaion re3uire&ens apply.
All -lycol coolin- s6ould "e plu&"ed ,i6 "raided sainless seel 6ose and sainless seel $iin-s.
'uso& &ani$olds s6ould "e used ra6er 6an arran-e&ens o$ I5J $iin-s and 6ose. 2er&anen
connecions s6ould "e &ade ,i6 JI' 37K $lare co&pression $iin-s or !A9 srai-6 6read +7rin-
$iin-s. 5e$lon ape s6ould no "e used o seal 6readed connecions.
#e&o.a"le connecions s6ould "e &ade ,i6 PJ 2ar1er /anni$in series 8! 3uic1 disconnec
$iin-s. 56e insru&en supply coupler is &ale and 6e reurn coupler is $e&ale.
(6ere re3uired *in- Insru&en 'o&pany $lo, &eers and needle .al.es are pre$erred $or $lo,
&eerin- and conrol applicaions. (6ere .aria"le -ra.iy orienaions are encounered a sprin-
loaded .aria"le area $lo, &eer, suc6 as 6e in7line $lo, &eers &anu$acured "y 6e /edland
%i.ision o$ #acine 8ederaed Inc. s6ould "e e&ployed. 56e /edland 5303 sainless seel &odels
are pre$erred.
All -lycol coolin- syse&s s6ould "e pro.ided ,i6 a $lo, s,ic6, 2roeus Indusries Inc. ype
1000110 is pre$erred, o -enerae a loss o$ coolan alar&. 56is $lo, s,ic6 s6ould inerrup po,er
o 6e a$$eced syse& unless a separae o.er7e&peraure deecion syse& is pro.ided o re&o.e
po,er $ro& 6e a$$eced syse&.
A'&'#'A 3a(uum S)stems
(6en .acuu& syse&s are re3uired 6e $ollo,in- re3uire&ens apply.
Vacuu& syse& i&ple&enaions &us pre.en cona&inaion o$ 6e de,ar $ro& "ac1 srea&in- o$
oil or o6er cona&inans. +il $ree pu&ps are pre$erred.
=( 40 siBe *8 $lan-es are pre$erred. All .acuu& syse& $iin-s, includin- .al.es and pipin- and
$le@i"le couplin-s s6ould "e sainless seel.
A'&'#'A'# Pressure !ontro
Vacuu& syse&s &us "e e3uipped ,i6 a .acuu& -au-e $aciliies capa"le o$ accuraely
&easurin- 6e pressure in 6e de,ar. 56is s6ould consis o$ a leas one lo, .acuu& -au-e and
one 6i-6 .acuu& -au-e. A "ac17up 6i-6 .acuu& -au-e is also desired.
%e,ars &us "e e3uipped ,i6 pressure relie$ .al.es o proec a-ains o.er pressure due o 6e
li"eraion o$ adsor"ed -asses durin- 6e ,ar& up process.
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A'&'#'A'$ :ettering
Vacuu& syse&s &us "e e3uipped ,i6 passi.e -eerin- $or 6e reducion o$ ,aer and -asses
adsor"ed "y 6e de,ar ,alls and inernal co&ponens.
(6ere &olecular sie.es suc6 as Qeolie are used o per$or& -eerin- 6e sie.es &us "e a"le o "e
re&o.ed and replaced ,i6ou reurnin- 6e insru&en de,ar o a&osp6eric pressure.
#e-eneraion o$ 6e sie.es a$er a ,ar& up &us "e acco&plis6ed in a &anner 6a re&o.es all
adsor"ed ,aer $ro& 6e sie.e ,i6ou cona&inain- 6e de,ar or o6er co&ponens ,i6 ,aer.
56e -rain siBe o$ &olecular sie.e &aerial s6ould "e seleced o &ini&iBe 6e poenial $or
&i-raion o$ sie.e &aerial $ro& 6e sie.e 6older. 9lecropolis6ed sainless seel &es6 s6ould "e
used $or 6e sie.e 6older. All co&ponens o$ 6e sie.e 6older &us ,i6sand "a1in- a
e&peraures up o 350 R' ,i6ou da&a-e, ou-assin- >e@cep $or adsor"ed ,aer? or
deerioraion.
A'&'#'B !r)ogeni( S)stems
(6ere auo7$ill syse&s are e&ployed $or <=
2
cryo-en 6ey s6ould "e co&pai"le ,i6 6e auo7$ill
syse&s currenly in use a 6e o"ser.aory. In 6e e.en o$ auo7$ill $ailure, &anual $ill &us "e
possi"le.
'ryo-enic syse&s s6ould pro.ide ade3uae cryopu&pin- capa"iliy o co&pleely condense all
residual -asses re&ainin- a iniial cool do,n.
''# 6eads s6ould "e .i"raion isolaed $ro& 6e insru&en de,ar.
)ani$olds s6ould "e pro.ided $or 6e disri"uion o$ 6eliu& o 6e ''# 6eads accordin- o 6e
capaciy o$ 6e associaed co&pressors in order o &ini&iBe 6e nu&"er o$ insru&en
inerconnecions re3uired.
A'&'$ !ommon Pra(ti(es Im;ementation Requirements
A'&'$'# Fit an" Finis5
All seel or iron co&ponens s6ould "e plaed or pained o pre.en rus. 56is includes $aseners
and ri.es. (elds no -round o 6e sur$ace or 4oin pro$ile s6ould "e o$ dress 3ualiy. All ,elds
and casin-s &us "e sress relie.ed prior o painin- and asse&"ly.
)ac6ined co&ponens s6ould "e $ree o$ ool &ar1s, scrac6es and &aerial $la,s suc6 as
inclusions or .oids.
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Cnless o6er,ise speci$ied all e@ernal enclosure and e@posed srucural ele&ens s6ould "e
$inis6ed in 50% epo@y pain applied in accord ,i6 6e &anu$acurerAs insrucions.
All "urrs and s6arp ed-es s6all "e re&o.ed $ro& all $a"ricaed co&ponens unless 6e $uncion o$
6e co&ponen re3uires a s6arp ed-e.
)ild seel sur$aces 6a canno "e pained $or $uncional reasons >suc6 as accurae iner$ace
sur$aces? s6all "e proeced "y a non7rac1in- ani7corrosion dry $il& lu"rican.
A'&'$'$ !ontinuit) of S5ie"ing an" :roun"ing
%issi&ilar &eals in conac under condiions ,6ere elecrolyic corrosion &ay occur ,ill "e
isolaed "y a dielecric $inis6 or insulain- spacers. =o ,i6sandin- 6is re3uire&en all
co&ponens o$ enclosures 6a are re3uired o pro.ide proeci.e -roundin- or 9)I s6ieldin- &us
"e elecrically "onded a &uliple poins "y 6readed $aseners, $in-er soc1, or a coninuous
conduci.e elaso&eric -as1e. I$ -roundin- sraps are used 6ey &us "e in plaed copper "raids
no less 6an 6 && in ,id6. AnodiBed alu&inu& pars &us "e $ree o$ anodiBin- a 6e poins
,6ere elecrical conac is re3uired. 2ained &eal pars &us "e $ree o$ pain a 6e poins ,6ere
elecrical conac is re3uired.
A'&'$'& !orrosion resistan(e
All &eal co&ponens s6ould "e $inis6ed o pre.en corrosion in 6e operain- en.iron&en >see
5a"le 5? o.er a nor&al 10 year li$ei&e o$ operaion includin- 6andlin-, &ainenance and repair.
All re&o.a"le $aseners &us "e plaed or reaed o pre.en corrosion.

Inernal co&ponens &ay "e plaed or pain $inis6ed. A conracor ,6o can s6o, con$or&ance o
6e re3uire&ens o$ )I<7!5%71719 I8inis6in- o$ )eal and (ood !ur$acesJ or e3ui.alen s6ould
per$or& any re3uired painin-, plain- or anodiBin-.
A'&'$'2 Fasteners
2ress $i suds or 6readed insers &us "e insalled in 6e correc &aerial >i.e. no alu&inu& insers
in seel? accordin- o 6e &anu$acurerAs insrucions. !a&ples o$ suc6 $aseners insalled in 6e
acual &aerial s6ould "e o"ained and su"4eced o pull ou ess prior o use in an acual desi-n.
!el$ appin- scre,s s6ould no "e used $or re&o.a"le co.ers or o secure co&ponens 6a ,ill
6a.e o "e re&o.ed $or repair or replace&en.
8aseners s6ould 6a.e ei6er 26illips or 6e@ soc1e 6eads. /e@ soc1e "uon 6ead $aseners s6ould
no "e used e@cep ,6ere space or speci$ic $uncion re3uires 6e&. Cndercu &ac6ine scre,s
s6ould no "e used e@cep in special cases ,6ere 6ere is no o6er appropriae desi-n alernai.e.
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2re.ailin- or3ue loc1nus or loc1 ,as6ers are pre$erred o 6read loc1in- co&pounds. !o$ inser
loc1nus s6ould 6a.e *el78 or Vespel insers, and s6ould only "e used ,6ere su"se3uen re&o.al
is no anicipaed.
A'&'$'9 Lubri(ants
<u"ricans &us "e suied $or 6e lo, e&peraure en.iron&en encounered a 6e su&&i. 56e
"ase oil in a -rease lu"rican s6ould 6a.e a 6i-6 .iscosiy inde@, a lo, pour poin e&peraure and
a lo, .iscosiy a 6e a.era-e operain- e&peraure >"ased on a 0 R' a&"ien?. :reases usin-
syn6eic "ase oils suc6 as 8luoroe6er or !ilicone are pre$erred.
A'&'$'< Lubri(ate" !om;onents
9@posed lu"ricaed co&ponens suc6 as -ear rains or lead scre,s s6ould "e enclosed in a s6roud
or "oo o pre.en 6e collecion o$ dus and dir and also o pre.en accidenal conac 6a &ay
resul in 6e rans$er o$ 6e lu"rican o o6er sur$aces.
A'&'& Stan"ar"s Im;ementation Requirements
A'&'&'# Stru(tura
56e srucure o$ )+!8I#9 s6ould &ee 6e Bone 4 ear63ua1e sur.i.al re3uire&ens o$ 5elcordia
!andard :#7637'+#9, I=90!
H
#e3uire&ensJ.

A'&'&'$ 3a(uum S)stems
Vacuu& syse&s s6ould "e i&ple&ened in con$or&ance ,i6 6e re3uire&ens o$ A!)9
/2!72003, I/i-6 2ressure !yse&sJ and =82A 99', I!andard on :as and Vacuu& !yse&sJ,
2005 ediion.
A'&'&'& !r)ogeni( S)stems
'ryo-enic syse&s s6ould "e i&ple&ened in con$or&ance ,i6 6e re3uire&ens o$ =82A 55,
I!andard $or 6e !ora-e, Cse, and /andlin- o$ 'o&pressed :ases and 'ryo-enic 8luids in
2ora"le and !aionary 'onainers, 'ylinders and 5an1sJ, 2005 ediion.
A'&'2 Reguator) Im;ementation Requirements
=one.
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A'2 Design Requirements
A'2'# Te(5noogi(a Design Requirements
A'2'#'# 3a(uum an" !r)ogeni( !om;onents
)aerials used in 6e consrucion o$ co&ponens $or .acuu& en.iron&ens s6ould 6a.e a oal
&ass loss >5)<? o$ S 1L. )aerials used in 6e consrucion o$ co&ponens $or .acuu&
en.iron&ens s6ould 6a.e a colleced .olaile condensa"le &aerials >'V')? .alue o$ S 0.1L.
Values $or 5)< and 'V') s6ould "e deer&ined in accord ,i6 6e &e6ods o$ A!5) sandard
9595793 >2003?e1 I!andard 5es )e6od $or 5oal )ass <oss and 'olleced Volaile
'ondensa"le )aerials $ro& +u-assin- in a Vacuu& 9n.iron&enJ.
)aerials $or use in .acuu& and cryo-enic en.iron&ens &us "e seleced $or co&pai"iliy ,i6
6e .acuu& and 6e e&peraures o "e encounered. Al6ou-6 ,rien pri&arily $or .isual
,a.elen-6 insru&ens, in paricular o proec deecor N9 in 6e CV ran-e, -uidance in 6e
desi-n and ine-raion o$ insru&en de,ars &ay "e o"ained $ro& 6e 'A#A docu&en I%ra$
9n-ineerin- :uideline $or 6e %esi-n and Ine-raion o$ +pical %eecor 'ryosasJ.
(6ere <=
2
is used 6e $ill &us 6a.e an o.er$lo, s6ield so 6a loss o$ .acuu& does no resul
$ro& +7rin- $reeBin-.
A'2'#'$ O;to?Me(5ani(a Assembies
+pical and &ec6anical asse&"lies, &odules or co&ponens 6a &us "e re&o.ed $or ser.ice s6all
"e pro.ided ,i6 locain- pins or o6er $eaures as re3uired o per&i repeaa"le re&o.al and
replace&en.
/andlin- $eaures s6all "e pro.ided on all co&ponens unless 6ey are in6erenly easy o 6andle
,i6ou ris1 o$ da&a-e. /andles s6all "e pro.ided >pre$era"ly $i@ed? $or co&ponens ,i6 ,ei-6s
-reaer 6an 1 1- up o 25 1-. /ea.ier co&ponens and su"asse&"lies s6all "e pro.ided ,i6
li$in- eyes or TAA "rac1es.
A'2'#'& Ee(tri(a7Ee(troni( Assembies an" En(osures
!er.ice access and re-ulaory co&pliance in elecronic asse&"lies and enclosures re3uires
aenion o 6e di&ensions o$ co&ponens and 6e space pro.ided $or er&inal access, ,ire
"endin- and co&ponen &ounin-.
56e &ec6anical arran-e&en o$ 6e elecronic asse&"lies ,i6in enclosures s6ould "e desi-ned
usin- ec6ni3ues 6a docu&en 6e proposed arran-e&en and per&i 6e .eri$icaion o$
accessi"iliy, ,ire "end radii and elecrical spacin-s. 'o&puer aided desi-n ec6ni3ues includin-
solid &odelin- &ay "e o$ .alue in ac6ie.in- 6ese o"4eci.es.
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(6ere possi"le elecrical and elecronic su"syse&s s6ould consis o$ rac1 &ouned &odules
con$or&in- o 6e 19 inc6 >482.6 &&? ,id6 paern o$ 9lecronic Indusries Associaion >9IA?
sandard 3107%, I'a"ines, #ac1s, 2anels, and Associaed 93uip&enJ, secion 1. (6ere rac1
&ouned &odules are used eac6 &odule s6ould "e insalled usin- rac1 slides.
(6ere rac1 &ouned e3uip&en can "e accessed only $ro& 6e $ron all rac1 slides &us e@end $ar
enou-6 o per&i disconnecion o$ any rear panel connecions prior o re&o.al o$ 6e rac1 &odule
$ro& 6e slides.
In syse&s 6a consis predo&inanly o$ rac1 &ouned &odules, all co&&ercial o$$ 6e s6el$
>'+5!? &odules, co&ponens and su"syse&s 6a are no a.aila"le in rac1 &oun con$i-uraions
s6ould "e &ouned in suia"le rac1 &odule c6assis or on rac1 &oun s6el.es. All rac1 &odule
c6assis and s6el.es s6ould "e &ouned on slides. 'o&ponens or &odules &ouned on s6el.es
&us "e $ully enclosed as re3uired o &ee all o6er re3uire&ens $or -roundin-, s6ieldin- and
elecrical sa$ey.
'o&ponens or &odules ,ei-6in- less 6an 0.5 1- &ay "e &ouned on 6in-ed or scre, &ouned
rac1 panels pro.ided 6a all o6er re3uire&ens $or -roundin-, s6ieldin- and elecrical sa$ey are
&e.
#ails in 19 inc6 rac1 ca"ines s6ould "e apped or e3uipped ,i6 capi.e apped insers. 'lip nus
s6ould no "e used.
9nclosures $or elecrical and elecronic co&ponens &us pro.ide a coninuous s6ield o pre.en
6e enry or e&ission o$ elecro&a-neic ener-y. =o openin-s -reaer 6an 3 && in dia&eer or 3
&& in ,id6 and 15 c& in len-6 s6ould "e per&ied on 6e e@erior o$ any enclosure $or
elecrical and elecronic co&ponens. 56is includes -aps due o access co.ers, 6in-es or o6er
enclosure co&ponens. #e&o.a"le co.ers 6a do no &a1e coninuous conac ,i6 6e enclosure
&us "e pro.ided ,i6 a $asener e.ery 15 c& or ,i6 conduci.e -as1es or $in-er soc1 as
descri"ed in M8.3.2.2.
56er&al analysis s6ould "e per$or&ed o ensure 6a all co&ponens operae ,i6in 6eir
e&peraure li&is and o ensure 6a e@cess 6ea is no rans&ied o o6er co&ponens or su"7
syse&s o$ 6e insru&en.
A'2'#'2 Me(5anisms
)ec6anis&s in 6e Insru&en s6ould "e "ased on as $e, idenical &ec6anical asse&"lies as
possi"le. )ec6anis&s s6ould "e desi-ned in &odular asse&"lies ,i6 a &ini&u& o$ pars and
,i6 pro.isions $or si&ple insallaion and re&o.al durin- ser.icin- and repair.
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A'2'#'9 Dri6e !ou;ings
!6a$ couplin-s $or &oors, encoders and o6er dri.e co&ponens s6ould "e pinned or loc1ed so
6a 6e s6a$ and couplin- canno slip. !epara"le couplin-s s6ould "e used ,6ene.er possi"le $or
&oors o $aciliae &oor replace&en.
A'2'#'< !om;onent Ratings
!rucural ele&ens and $aseners ,6ose $ailure could cause in4ury o personnel or e3uip&en &us
"e seleced $or a sa$ey $acor o$ 10 o.er uli&ae sren-6 o$ 6e &aerial. All o6er srucures and
$aseners s6ould "e desi-ned ,i6 a sa$ey $acor o$ a leas 5.
All &ec6anical &o.in- pars s6ould "e seleced $or a 10 year operain- li$ei&e in 6e operain-
en.iron&en speci$ied in 5a"le 5.
A'2'$ Reguator) Design Requirements
=one.
A'2'& Stan"ar"s Reate" Design Requirements
9nclosures $or elecrical/elecronic co&ponens and ,irin- s6ould con$or& o 6e re3uire&ens o$
6e Cnder,riers <a"oraories Inc. >C<? !andard $or !a$ey 508 IIndusrial 'onrol 93uip&enJ.
!ee M9.3.3.1 $or re$erences o 6e rele.an re3uire&ens.
All elecrical and elecronic co&ponens s6ould "e enclosed in a &anner 6a &ees 6e
re3uire&ens $or a =9)A ype 4 or "eer enclosure. 56e re3uire&ens o$ a =9)A ype 4
enclosure are -i.en in 6e =aional 9lecric )anu$acurers Associaion >=9)A? sandards
pu"licaion 25071997, I9nclosures $or 9lecrical 93uip&en >1000 Vols )a@i&u&?J.
)ec6anical dra,in-s s6ould con$or& o A=!I sandard D14.5)719994 >#1999? I%i&ensionin-
and 5olerancin-J and A!)9 sandard D14.10072000 I9n-ineerin- %ra,in- 2racicesJ.
A'2'2 Integration Reate" Design Requirements
A'2'2'# Mounting Position
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A'2'2'$ 4an"ing
56e Insru&en &us "e pro.ided ,i6 all $i@ures and e3uip&en needed o disasse&"le 6e
Insru&en $or ser.ice. I$ re3uired a crane ,ill "e pro.ided "y 6e o"ser.aory. 56e $ooprin o$
ser.ice $i@ures or sands &us "e &ini&iBed "ecause sora-e and ,or1in- space on 6e su&&i is
a a pre&iu&.
56e pro$ile o$ all ser.ice $i@ures or sands &us "e desi-ned ,i6 as lo, o$ a cener o$ -ra.iy as
possi"le o resis ippin-. !eis&ic resrains &ay also "e re3uired.
/andlin- pro.isions, $i@ures and sands &us "e desi-ned $or sa$e operaion and ,i6
consideraion $or er-ono&ic $acors suc6 as ran-e o$ &oion and ,or1in- posure.
Any e&porary clean roo& or dus co.er $aciliies re3uired $or ser.ice s6ould "e pro.ided ,i6 6e
insru&en.
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B ELE!TRONI!7ELE!TRI!AL REQUIREMENTS
B'# Pur;ose an" Ob=e(ti6es
desi-n o$ 6e Insru&en elecronic and elecrical syse&s. In &any cases 6ese re3uire&ens
re$lec 6e preli&inary elecronic and elecrical desi-n o$ 6e insru&en.
56e elecronic/elecrical re3uire&ens address issues o$ sa$ey, desi-n, relia"iliy and
&ainaina"iliy. 0ased on e@perience ,i6 pre.ious insru&ens 6e o"ser.aory is sensii.e o
cerain aspecs o$ per$or&ance, i&ple&enaion and desi-n 6a 6a.e pro.en o "e i&poran
$acors in 6e up i&e o$ is insru&ens. 56e elecronic/elecrical re3uire&ens secion 6as as a
&ain o"4eci.e 6e descripion o$ speci$ic re3uire&ens $or i&ple&enaion and desi-n.
A 1ey consideraion is 6e sa$ey o$ personnel and e3uip&en, and proper elecrical desi-n and
i&ple&enaion pracices in co&pliance ,i6 reco-niBed sandards are an essenial aspec o$
elecrical sa$ey. A second consideraion is 6e elecro&a-neic co&pai"iliy o$ 6e insru&en
,i6 6e o"ser.aory syse&s, and speci$ic i&ple&enaion and desi-n re3uire&ens are -i.en o
aid in ac6ie.in- 6e re3uired elecro&a-neic e&issions and suscepi"iliy per$or&ance.
B'$ Performan(e Requirements
B'$'# Parametri( Performan(e Requirements
B'$'#'# Po1er Dissi;ation
!ee M8.2.1.3.
B'$'#'$ !om;atibiit)
56e Insru&en &us "e elecrically co&pai"le ,i6 6e elescope en.iron&en.
B'$'#'& Tem;erature an" 4umi"it)
All elecronics s6ould "e desi-ned $or operaion in an a&"ien e&peraure ran-e o$ E10 ' o 30
' and a relai.e 6u&idiy o$ 95L, non7condensin-.
B'$'#'2 !abe an" /ire Ratings
All ,ire and ca"le ,ill "e raed $or an a&"ien e&peraure ran-e o$ E30 ' o 100 '.
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B'$'$ O;erationa Performan(e Requirements
=one.
B'& Im;ementation Requirements
B'&'# Feature Im;ementation Requirements
B'&'#'# Emergen() Sto; In;ut
56e Insru&en s6ould "e pro.ided ,i6 an e&er-ency sop inpu 6a sops all insru&en &oion
>includin- a roaor? and closes 6e enrance ,indo, co.er ,6en 6e o"ser.aory e&er-ency sop
si-nal is aci.aed.
B'&'#'$ Rotator
A roaor s6ould "e e3uipped ,i6 a local conrol s,ic6 o de$ea re&oe conrol durin- ser.ice
and &ainenance operaions. 56e roaor &odule s6ould "e e3uipped ,i6 a &oion sop s,ic6 o
pre.en &oion o$ 6e &ec6anis& durin- e&er-encies, ser.ice and &ainenance.
B'&'#'& 4ost !om;uter
()*+ 6as sandardiBed on co&puers runnin- 6e !un !olaris operain- syse& as 6e pri&ary
pla$or& $or insru&en 6os co&puers.
56is co&puer s6ould "e pro.ided ,i6 a dedicaed dis1 array $or daa sora-e. 'onnecions o 6e
o"ser.aory ,ide Ipu"licJ ne,or1 and 6e insru&en pri.ae ne,or1 s6ould "e &ade ,o
separae ne,or1 iner$aces in 6e 6os co&puer. 56is ,ill isolae 6e i&e criical insru&en
conrol and daa co&&unicaions $ro& 6e +"ser.aory ,ide ne,or1 ra$$ic. 56e 6os co&puer
&us "e con$i-ured o ensure 6a 6ere are no roues or "rid-es "e,een 6e +"ser.aory ,ide
ne,or1 and 6e insru&en pri.ae ne,or1.
B'&'#'2 Data Storage
A local, dedicaed dis1 array s6ould "e pro.ided $or sora-e o$ science daa ,6ere appropriae.
56is dis1 dri.e s6ould "e iner$aced o 6e 6os co&puer usin- a 6i-6 per$or&ance daa rans$er
proocol. 56e dis1 array s6ould uiliBe a #AI% 3 or 5 con$i-uraions o per&i replace&en o$ a
$ailed dis1 ,i6ou loss o$ daa. 56e capaciy o$ 6e dis1 array s6ould "e su$$icien o conain daa
$ro& a leas 5 o 7 ypical o"ser.in- ni-6s.
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56e dis1 array s6ould use dis1 dri.es appro.ed and esed "y ()*+ $or operaion a 6e su&&i
aliude. 56e dis1 array s6ould use $ron accessi"le, 6o plu--a"le dis1 dri.e &odules in an 9IA 19
inc6 rac1 inser.
B'&'#'9 Target an" CEmbe""e"D !om;uters
I$ a ar-e co&puer is a 2' ype co&puer locaed on or ine-ral o 6e Insru&en, i s6ould "e an
indusrial/ser.er -rade 1C, 19J 9IA rac1 &oun co&puer e3uipped ,i6 a $las6 dis1 as 6e syse&
dis1 and runnin- a ()*+ appro.ed operain- syse&. 56e co&puer s6ould "e e3uipped ,i6
local &onior, &ouse and 1ey"oard connecions $or es and dia-nosic purposes.
I$ a '%7#+) dri.e is re3uired i s6ould "e a re&o.a"le e@ernal dri.e 6a is conneced ,6en
re3uired $or &ainenance.
I$ a re&oe co&puer is used $or a ar-e co&puer 6e co&puer s6ould "e a !un ,or1saion or
ser.er runnin- a ()*+ appro.ed .ersion o$ 6e !olaris operain- syse&.
B'&'#'< Instrument !onne(tion Pane
A locaion s6ould "e pro.ided ,i6 one or &ore insru&en connecion panels ,6ere all elecronic
and elecrical connecions are &ade. 56is panel s6ould also incorporae circui "rea1ers and o6er
proeci.e de.ices as re3uired o proec 6e ,irin- o$ 6e Insru&en. Addiional panel>s? $or
-lycol and ''# 6eliu& connecions s6ould also pro.ided a 6e sa&e locaion.
B'&'#'@ Printe" !ir(uit Boar"s
All re&o.a"le plu-7in prined circui "oards s6ould "e e3uipped ,i6 posii.e reenion $eaures.
9@racors s6ould "e pro.ided $or all circui "oards ,6ere 6i-6 inserion and ,i6dra,al $orces are
e@peced.
B'&'$ !ommon Pra(ti(es Im;ementation Requirements
B'&'$'# Stra) Lig5t
56e Insru&en s6ould no produce sray li-6 $ro& <9% or la&p indicaors, opical s,ic6es or
opical s6a$ encoders.
<9% or la&p indicaors s6ould no "e used on 6e e@erior o$ 6e Insru&en. Any indicaors
re3uired $or ser.ice s6ould "e concealed "e6ind a co.er or access door. +pical s,ic6es or s6a$
encoders &us "e opically "a$$led or enclosed so 6a no sray .isi"le or in$rared li-6 is e&ied
ino 6e elescope opical pa6 or do&e en.iron&en.
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All e@erior pars o$ 6e Insru&en s6ould "e e@a&ined $or sray li-6 e&issions ,i6 a ni-6
.ision de.ice ,i6 a li-6 -ain o$ a leas 50,000
2
. A person 1no,n o 6a.e nor&al p6oopic and
scoopic .isual sensii.iy s6ould conduc 6e e@a&inaion under dar1 adaped condiions.
B'&'$'$ Digita !ontro an" Status !ommuni(ations
(6ere e.er possi"le di-ial co&&unicaions $or conrol and saus in$or&aion "e,een
su"syse&s and &odules s6ould "e i&ple&ened usin- 6e 5'2/I2 proocol o.er a 1000ase75U
96erne iner$ace. 2urpose "uil or cuso& desi-ned elecronic &odules and circuis 6a re3uire
suc6 co&&unicaion s6ould "e desi-ned ,i6 6ese proocols.
(6ere le-acy or '+5! 6ard,are is used and only serial co&&unicaions is a.aila"le, #!7232
si-nal le.els ,i6 an async6ronous 8 "i $or&a &ay "e used. #!7232 daa raes s6ould "e 6e
&a@i&u& pracical $or 6e re3uired ca"le len-6, and #!7485 le.els ,i6 elecrical isolaion >o
pre.en co&&on &ode pro"le&s and -round loops? s6ould "e used $or ca"le runs lon-er 6an 3
&eers.
All #!7232 conrolled de.ices s6ould "e iner$aced o 6e insru&en co&puers usin- a er&inal
ser.er. 56e <anroni@ 95!82! is 6e pre$erred er&inal ser.er a ()*+.
B'&'& Stan"ar"s Im;ementation Requirements
B'&'&'# Ee(tri(a Safet)
56e desi-n and consrucion o$ 6e ,irin- $or )+!8I#9 s6ould con$or& o 6e re3uire&ens o$
C< !andard $or !a$ey 508 IIndusrial 'onrol 93uip&enJ. 56e rele.an porions o$ C< 508 &ay
"e su&&ariBed as $ollo,s;
1. !peci$ic &eal -au-e re3uire&ens are -i.en in a"les 6.1 >pa-e 22? and 6.2 >pa-e 23?.
2. !peci$ic deails $or doors and co.ers are -i.en in secion 6.4 >pa-es 24 6rou-6 27?.
3. !peci$ic re3uire&ens $or 6e desi-n o$ .enilaion openin-s are -i.en in secion 6.9 >pa-es
31 6rou-6 33?.
4. !peci$ic deails $or conrollin- 6e accessi"iliy o$ li.e pars are -i.en in secion 6.17
>pa-es 36 6rou-6 37 and $i-ures on pa-es 38 and 39?.
5. #e3uire&ens $or insulain- &aerial 6a direcly suppors li.e pars are -i.en in secion 15
>pa-es 420 6rou-6 43?. 56is includes prined circui "oards.
6. !peci$ic re3uire&ens $or 6e proecion o$ conrol circuis are -i.en in secion 18.2 >pa-es
47 6rou-6 480?.
7. !peci$ic re3uire&ens $or inernal ,irin- are -i.en in secion 21 >pa-es 50 6rou-6 56A?.
8. !ecion 34 >pa-e 68? -i.es speci$ic re3uire&ens $or 6e separaion o$ circuis.
9. !ecion 35 >pa-e 68A? -i.es speci$ic re3uire&ens $or opical isolaors.
2
56is is a ypical speci$icaion $or -eneraion III ni-6 .ision &onoculars suc6 as 6e I55 160 =i-6 )ariner.
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10. !peci$ic deails $or re3uired elecrical spacin-s are -i.en in secion 36 >pa-es 68A 6rou-6
73?.
11. !peci$ic deails $or -roundin- are -i.en in secion 40 >pa-es 79 6rou-6 82?.
12. 5a"le 43.1 >pa-es 84' 6rou-6 849 and e@planaions on pa-es 849 and 848? indicaes 6e
&a@i&u& per&issi"le e&peraure rises $or speci$ic &aerials and co&ponens.
13. 5a"le 43.2 >pa-e 86? indicaes 6e a&paciy o$ .arious insulaed conducors.
14. !ecion 49 >pa-es 99 6rou-6 100A? -i.es 6e re3uire&ens $or dielecric .ola-e7,i6sand
esin-.
15. !ecion 62 >pa-es 1280 and 128'? -i.es speci$ic re3uire&ens $or de.ice rain-s.
16. !ecion 63 >pa-es 1289 6rou-6 133? -i.es speci$ic re3uire&ens $or &ar1in-s. 56ese are
su&&ariBed in a"le 67.1 >pa-es 134A 6rou-6 1360?.
17. Addiional re3uire&ens $or pro-ra&&a"le conrollers are -i.en in secions 177 6rou-6
193 >pa-es 1960 6rou-6 201?
56e desi-n and consrucion o$ 6e ,irin- s6ould con$or& o 6e re3uire&ens o$ 6e =aional
9lecric 'ode. 56e applica"le local elecric code is 6e /a,aii 'ouny 'ode 1983, 1995 9diion.
56is code adops 6e =aional 9lecric 'ode in is enirey and 6ere are no addiional special
re3uire&ens applica"le o 6e locaions ,6ere 6e Insru&en ,ill "e insalled or operaed. 56e
re3uire&ens -i.en in M9.2.4 are consisen ,i6 6e applica"le porions o$ 6e =aional 9lecric
'ode.
B'&'&'$ Ee(tromagneti( !om;atibiit)
!andards e@is 6a speci$y 6e es condiions and li&is $or elecro&a-neic e&issions and
elecro&a-neic i&&uniy. 56ey do no -i.e in$or&aion on 6o, o ac6ie.e co&pliance. In 6e
a"sence o$ suc6 in$or&aion ()*+ "elie.es 6a a sais$acory le.el o$ elecro&a-neic e&ission
and i&&uniy co&pliance can "e ac6ie.ed "y $ollo,in- 6e re3uire&ens -i.en in secions 8.3.2.2,
8.4.1.3 and 9.3.4.5 o$ 6is docu&en.
8or in$or&aion on 6e per&ied le.el o$ e&issions and 6e re3uired le.el o$ i&&uniy 6e
$ollo,in- sandards &ay "e consuled;
1. 56e conduced and radiaed e&issions li&is $or uninenional radiaors are
speci$ied in 5ile 47 '8# 2ar 15, secions 15.107 and 15.109 $or class 0
de.ices.
2. 9lecro&a-neic i&&uniy re3uire&ens are -i.en in 6e 'ouncil o$ 6e
9uropean 'o&&uniies %ireci.e 9)' 89/336/99', and 6e re$erence sandard
o$ 6e 9uropean 'o&&iee $or 9lecroec6nical !andardiBaion >'9=9<9'?
9= 5008271;1997 I9lecro&a-neic co&pai"iliy7:eneric i&&uniy
sandard72ar 1; #esidenial, co&&ercial and li-6 indusryJ pu"lis6ed in 6e
+$$icial Journal o$ 6e 9uropean 'o&&uniy on )arc6 1, 1998.
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B'&'2 Reguator) Im;ementation Requirements
B'&'2'# A! Line !onne(tions
All ac line conneced pars s6all "e $ully enclosed so as o pre.en accidenal conac ,i6 li.e
pars. All ac line connecions s6all uiliBe C< lised connecors and ca"les.
All po,er inpu connecors s6all 6a.e an ad4acen la"el indicain- 6e .ola-e, $re3uency and
curren rain- $or ,6ic6 6e e3uip&en is desi-ned.
B'&'2'$ !o6ers
#e&o.a"le co.ers 6a per&i access o circuis ,i6 .ola-es in e@cess o$ 36 .ols #)! ac or 30
.ols dc s6all "e &ar1ed ,i6 a ,arnin- la"el.
#e&o.a"le co.ers 6a per&i access o circuis o$ less 6an 36 .ols #)! ac or 30 .ols dc 6a are
capa"le o$ $aul currens in e@cess o$ 2 a&peres s6all "e &ar1ed ,i6 a ,arnin- la"el.
B'&'2'& /iring
Inernal ,irin- o$ 120/208/240 .ols ac circuis s6all use C< ype A() sranded ,ire ,i6 an
insulaion 6ic1ness o$ a leas 0.8 &&.
56e insulaion color o$ inernal ,irin- and 6e conducors o$ &uli7conducor ca"le $or ac po,er
,irin- s6all con$or& o 6e re3uire&ens o$ 6e =aional 9lecric 'ode. 56e insulaion o$ neural
>-rounded? conducors s6all "e ,6ie or -ray in color. =eural conducors s6all "e 6e sa&e siBe as
p6ase conducors e@cep in cases ,6ere ,o or &ore p6ases are pro.ided and 6ar&onic currens
are e@peced, in ,6ic6 case 6e neural conducors s6all "e 125L o$ 6e siBe o$ 6e p6ase
conducors.
56e insulaion o$ -roundin- conducors >proeci.e or ear6 -round? s6all "e -reen or -reen ,i6 a
yello, sripe.
:roundin- conducors s6all "e 6e sa&e siBe as 6e p6ase conducors.
26ase, neural and -round conducors s6all "e siBed usin- a"le 43.2 o$ C< 508.
B'&'2'2 O6er(urrent Prote(tion
A $use or circui "rea1er s6all inernally proec all ac line conneced e3uip&en. (6en a i&e
delay $use or i&e delay "rea1er is used 6e rain- o$ 6e "rea1er s6all no e@ceed 150L o$ 6e
coninuous $ull load curren o$ 6e conneced load. (6ere a non7i&e delay $use is used 6e rain-
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o$ 6e $use s6all no e@ceed 150L o$ 6e coninuous $ull load curren o$ 6e conneced load. (6ere
an insananeous rip "rea1er is used 6e rain- o$ 6e "rea1er s6all no e@ceed 250L o$ 6e
coninuous $ull load curren o$ 6e conneced load.
56e panel ,6ere 6e $use or circui "rea1er is locaed s6all "e clearly &ar1ed ,i6 6e ype and
rain- o$ 6e proeci.e de.ice.
B'&'2'9 :roun"ing an" S5ie"ing
56e enclosures o$ ac line conneced co&ponens s6all "e -rounded in con$or&ance ,i6 6e
re3uire&ens o$ 6e =aional 9lecric 'ode and any local codes. :roundin- conducors s6all "e
coninuous and "onded o 6e enclosure in a leas one poin. 56e -roundin- poin s6all "e
speci$ically pro.ided $or 6e purpose and s6all no "e a scre, or nu used $or &ounin-
co&ponens or co.ers. Any pain or sur$ace rea&en 6a acs as an insulaor s6all "e re&o.ed in
order o ensure a -ood elecrical conac $or 6e -round connecion.
All co&ponens capa"le o$ -enerain- elecro&a-neic e&issions in e@cess o$ 6e li&is esa"lis6ed
in 6e sandards re$erenced in 9.3.3.2 a"o.e ,ill "e s6ielded and 6e s6ieldin- -rounded o li&i
elecro&a-neic e&issions o 6e le.els allo,ed "y 6e sandards re$erenced in 9.3.3.2. All
co&ponens suscepi"le o e@ernally -eneraed elecro&a-neic e&issions in e@cess o$ 6e li&is
esa"lis6ed in 6e sandards re$erenced in 9.3.3.2 a"o.e ,ill "e s6ielded and 6e s6ieldin-
-rounded o proec 6ose co&ponens $ro& uninended operaion due o e@ernal elecro&a-neic
e&issions o$ 6e le.els esa"lis6ed in 6e sandards re$erenced in 9.3.3.2.
B'&'2'< Terminations
'ri&p er&inals and co&pression scre, er&inals s6all no "e used o er&inae &ore 6an 6e
nu&"er o$ conducors speci$ically appro.ed $or 6e er&inal. All cri&p er&inals and scre,
er&inals used $or ac line conneced ,irin- &us "e C< reco-niBed co&ponens. All cri&p
er&inaions s6all "e per$or&ed usin- 6e &anu$acurerAs oolin- in accord ,i6 6e
&anu$acurerAs insrucions.
B'&'2'@ Atitu"e Derating
56e .ola-e rain-s o$ relays, s,ic6es and insulaed ca"les &us "e reduced o 80L o$ 6eir raed
.alue due o 6e aliude a 6e su&&i o$ )auna *ea. 9lecrical spacin-s &us also "e increased
"y a $acor o$ 1.25 o co&pensae $or 6e increased aliude.
56e nor&al dielecric ,i6sand es speci$icaion $or C< appro.ed or lised co&ponens $or use in
ac line conneced e3uip&en operain- $ro& 120/240 .ols ac is 2500 .ols A'/60 /B $or one
&inue. Vola-e rain-s $or all co&ponens s6ould "e c6ec1ed $or sa$ey &ar-in ,i6 respec o
6is rain- usin- 6e $ollo,in- e3uaion;
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.ola-e ,or1in- raed le.el sea 6e is V
$ee 15,000 $or 0.8 o$ $acor aliude 6e is A8
aliude $or 6e re3uired isolaion .ola-e 6e is VI
; ,6ere
1000 V 2
(7
<
<=
+
=
56e resulin- .alue $or VI &us "e less 6an 6e dielecric ,i6sand es speci$icaion .ola-e
>2500 .ols A'? or a dielecric ,i6sand es a aliude &us "e per$or&ed o ensure 6a 6e
syse& is sa$e $or 6e inended applicaion.
B'2 Design Requirements
B'2'# Te(5noogi(a Design Requirements
B'2'#'# Motion !ontro S)stems
Note* re6isit t5is for AO'
56e pre$erred &oion conrollers $or sepper and ser.o&oors are :alil or 2aci$ic !cieni$ic
pro-ra&&a"le &oion conrollers. 56e pre$erred &oion conroller $or pieBo de.ices >ip/il and
$ocus? is 6e 500 series $ro& 26ysi1 Insru&ene.
B'2'#'$ Po1er Ratings
All po,er dissipain- co&ponens o "e cooled "y $ree air con.ecion &us "e deraed o 80L o$
6eir sea le.el a"solue &a@i&u& a.era-e po,er dissipaion rain-s.
B'2'#'& /iring an" Inter(onne(tions
B'2'#'&'# !onne(tor an" !abe Mounting
'a"le and ,irin- srain relie.es s6ould "e desi-ned so 6a srain relie$ and ,irin- ine-riy is no
co&pro&ised "y openin- access doors or re&o.inser.ice access co.ers.
'onnecors s6ould no "e &ouned on ser.ice access co.ers or on access doors.
B'2'#'&'$ !abe an" /ire Routing
'a"les and ,irin- &us "e roued so 6a 6ey do no iner$ere ,i6 6e opical pa6 o$ 6e
insru&en. 'a"les and ,irin- &us "e roued so 6a $ull ra.el o$ &o.in- or ad4usa"le pars is
no a$$eced and does no place a srain on 6e &ounin- or connecions o$ any ca"les or ,irin-.
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!er.ice loops s6ould "e pro.ided ,6en necessary, "u all ca"les s6ould "e roued nealy and
secured a re-ular iner.als ,i6 ,ire ies or lacin- cord.
B'2'#'&'& Labeing of Inter(onne(tions
All e@ernal, inerconnecin- ca"les and any correspondin- panel &ouned connecors &us "e
uni3uely ideni$ied and la"eled. 56e la"elin- and ideni$icaion s6ould "e in a clearly .isi"le and
non7re&o.a"le $or&. 56is ideni$icaion sc6e&e &us "e idenical o 6a used in 6e syse&
docu&enaion. Ideni$icaion o$ ca"les "y color7codin- is no a su"siue $or clear la"elin-.
B'2'#'&'2 Inter(onne(tions
9@ernal inerconnecions o$ lo, .ola-e ac and dc circuis s6ould "e s6ielded ,6ene.er 6ere is a
reasona"le possi"iliy 6a 6ose inerconnecions ,ill "e su"4ec o elecro&a-neic iner$erence or
un,aned couplin-.
'a"le s6ields s6ould "e er&inaed o 6e connecor 6ousin-s and no .ia a ,ire o a connecor pin.
(6ere i &ay "e necessary o isolae s6ields due o co&&on &ode noise pro"le&s, ca"le s6ield
er&inaions s6ould "e &ade a one end o$ 6e ca"le only, ,i6 6e end seleced $or er&inaion
"ein- 6e one 6a is closes o 6e poin in 6e syse& ,6ere 6e Bero si-nal re$erence poenial is
-rounded. 56is is nor&ally 6e locaion o$ 6e er&inain- load resisance $or si-nal inpus and 6e
locaion o$ 6e si-nal source $or oupus.
'a"le s6ields s6ould "e elecrically coninuous ,i6 6e connecor 6ousin-, and ()*+ pre$ers
6a no -round pi-ails or o6er ,ire connecions separae $ro& 6e connecor 6ousin- "e used. In
cases ,6ere 6e desi-n re3uires di$$eren pracices 6ose desi-n re3uire&ens s6ould "e discussed
,i6 ()*+.
(6ere &uliple connecor pairs o$ idenical ype are used eac6 connecor pair s6ould "e uni3uely
1eyed o pre.en accidenal inerc6an-e o$ 6e connecions.
All connecors s6ould include pre7-roundin- pins 6a &a1e circui co&&on connecions >dc
re$erence or ac proeci.e -round? "e$ore all o6er connecions durin- connecor inserion and
"rea1 circui co&&on connecions >dc re$erence or ac proeci.e -round? a$er a ot5er
(onne(tions "uring (onne(tor remo6a'
B'2'#'&'9 Data (ommuni(ations E (onne(tors F formats
'onrol, science daa and -uider i&a-e daa co&&unicaions "e,een 6e Insru&en and re&oely
locaed co&puers s6ould "e .ia a &uli7srand $i"er opic "undle. 8i"er opic "undle connecions
s6ould "e .ia panel &ouned connecors e3ui.alen in per$or&ance o connecors 6a con$or& o
&iliary speci$icaion )I<7'738999 series IV.
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!cience daa and -uider i&a-e daa co&&unicaions &ay "e .ia proprieary proocols suc6 as
6ose e&ployed ,i6 6e !%!C7III deecor conrollers or 6ey &ay "e .ia 6i-6 "and,id6 indusry
sandard proocols suc6 as 8i"re '6annel, 10000ase7!U or 1000ase75U.
'onrol co&&unicaions "e,een 6e Insru&en and 6e Insru&en ar-e and/or 6os co&puers
s6ould e&ploy 6e 5'2/I2 proocol o.er a pri.ae 1000ase75U ne,or1 con$or&in- o 6e
Insiue o$ 9lecrical and 9lecronics 9n-ineers >I999? !andard 802.3C re.ision 95 I'arrier
!ense )uliple Access ,i6 'ollision %eecion >'!)A/'%? Access )e6od F 26ysical <ayer
!peci$icaions; )ac 2ara&eers, 26ysical <ayer, )ediu& Aac6&en Cnis and #epeaer $or 100
)"/! +peraion >Version 5.0?J. 'a"lin- and er&inaions s6ould con$or& o 5eleco&&unicaions
Indusry Associaion and 9lecronics Indusry Alliance >5IA/9IA? sandard 5IA/9IA756870
I'o&&ercial 0uildin- 5eleco&&unicaions 'a"lin- !andardsJ.
56e pri.ae ne,or1 &ay 6a.e a nu&"er o$ de.ices. =e,or1 de.ices 6a are p6ysically par o$
6e insru&en s6ould "e roued o 6e re&oely locaed de.ices in 6e *ec1 I co&puer roo& >6os
or ar-e co&puers? .ia 1000ase75U s,ic6es locaed on 6e Insru&en and in 6e Insru&en
co&puer rac1. 56e s,ic6es s6ould "e inerconneced "y a 10000ase7!U $i"er opic lin1.
B'2'$ Reguator) Design Requirements
!ee M9.3.4.
B'2'& Stan"ar"s Reate" Design Requirements
'onnecors used $or lo, .ola-e ac and dc circuis s6ould "e ypes e3ui.alen in per$or&ance o
connecors 6a con$or& o &iliary speci$icaion )I<7'738999 series IV.
B'2'2 Integration Reate" Design Requirements
B'2'2'# Rotator
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#G SAFET% REQUIREMENTS
#G'# Pur;ose an" Ob=e(ti6es
!a$ey is 6e para&oun concern $or all aci.iies a 6e o"ser.aory. !peci$ic re-ulaions apply o
6eal6 and sa$ey as descri"ed in M6.3.3, M9.3.3 and M9.3.4. 56e purpose o$ 6is secion is o
pro.ide re3uire&ens relaed o speci$ic sa$ey concerns durin- 6e operaion and 6andlin- o$ 6e
Insru&en.
#G'$ S(o;e
Cnless o6er,ise indicaed all o$ 6e re3uire&ens o$ 6is secion apply o all co&ponens o$ 6e
Insru&en.
#G'& Performan(e Requirements
#G'&'# Parametri( Performan(e Requirements
=one.
#G'&'$ O;erationa Performan(e Requirements
56e nor&al operaion o$ 6e Insru&en &us no produce any sa$ey 6aBard o personnel or
e3uip&en. Inerloc1s, la"elin- and procedures &us "e pro.ided o ensure 6e sa$ey o$ personnel
and e3uip&en durin- &ainenance and repair.
As par o$ 6e processes $or 6e deailed desi-n re.ie, and 6e pre7s6ip&en re.ie, 6e sa$ey o$
6e syse& ,ill "e re.ie,ed. In -eneral i is e@peced 6a con$or&ance o 6e re3uire&ens o$ 6is
docu&en and 6e re$erenced re-ulaory sandards ,ill ensure a sa$e syse&.
#G'2 Im;ementation Requirements
#G'2'# Feature Im;ementation Requirements
#G'2'#'# Lo(a !ontro
Re6isit' )ec6anis&s inernal o 6e Insru&en ,ill no "e accessi"le durin- nor&al operaion.
/o,e.er, durin- ser.icin- a &eans &us "e pro.ided o ensure 6a all &ec6anis&s are under local
conrol and re&oe conrol is loc1ed ou.
A roaor s6ould "e e3uipped ,i6 a local conrol s,ic6 o de$ea re&oe conrol durin- ser.ice
and &ainenance operaions. 56e roaor s6ould "e e3uipped ,i6 a &oion sop s,ic6 o pre.en
&oion o$ 6e &ec6anis& durin- e&er-encies, ser.ice and &ainenance. 56e roaor s6ould also
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"e conneced o 6e *ec1 elescope e&er-ency sop circui o disa"le roaor &oion ,6en 6e
e&er-ency sop is aci.aed.
#G'2'#'$ Me(5ani(a
All areas o$ 6e roaor ,6ere e@posed &o.in- pars can creae a pinc6 6aBard s6ould "e clearly
&ar1ed ,i6 a 6aBard ,arnin- la"el or e3uipped ,i6 s6rouds o pre.en accidenal conac.
56e roaor s6ould incorporae a &ec6anical loc1ou $eaure 6a loc1s 6e Insru&en in place so
6a i canno roae. 56is $eaure ,ill ensure 6a 6e insru&en ,ill no &o.e due o an
i&"alance caused "y re&o.al o$ a co&ponen $or ser.ice. )ec6anical loc1ou $eaures s6ould
aci.ae an elecrical loc1ou consisin- o$ one or &ore non7de$eaa"le s,ic6es 6a disa"le 6e
dri.e syse& ,6en 6e &ec6anical loc1ou is aci.e and pro.ide a re&oe indicaion 6a 6e
&ec6anical loc1ou is aci.e. 56e elecrical loc1ou ,ill proec 6e roaor dri.e syse&
co&ponens as ,ell as pre.en uninended dri.e aci.aion.
#G'2'#'& Entran(e /in"o1 !o6er
56e insru&en enrance ,indo, s6ould "e e3uipped ,i6 a re&oely operaed co.er 6a s6ould
"e inerloc1ed o 6e insru&en and elescope inerloc1s so 6a 6e ,indo, co.er is pre.ened
$ro& openin- e@cep ,6en 6e insru&en is de$ined a 6e operain- posiion. !pecial pro.isions
$or local operaion o$ 6e enrance ,indo, co.er ,6ile 6e insru&en is in o6er posiions &ay "e
re3uired, "u re&oe operaion o$ 6e enrance ,indo, co.er s6ould only "e possi"le ,6en 6e
insru&en is de$ined.
56e co.er &us incorporae sa$ey sensor s,ic6es o pre.en in4ury o personnel as i closes.
56e co.er &us "e desi-ned o proec 6e ,indo, $ro& da&a-e as descri"ed in M8.3.1.6.
#G'2'#'2 Ee(tri(a
#e&o.a"le panels 6a e@pose .ola-es in e@cess o$ 230 Vac or 500 .ols dc s6ould "e e3uipped
,i6 de$eaa"le inerloc1 s,ic6es 6a re&o.e all .ola-es in e@cess o$ 36 .ols ac or dc $ro& all
e@posed connecions and er&inals.
!ee M9.3.3.1 $or addiional elecrical sa$ey re3uire&ens.
#G'2'$ !ommon Pra(ti(e Im;ementation Requirements
=one.
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#G'2'& Stan"ar"s Im;ementation Requirements
=one.
#G'2'2 Reguator) Im;ementation Requirements
!ee M6.3.3, M9.3.3 and M9.3.4.
#G'9 Design Requirements
#G'9'# Te(5noogi(a Design Requirements
#G'9'#'# Instrument
=o par o$ any &ec6anis& s6ould &o.e ,6en ac &ains po,er is applied o or re&o.ed $ro& 6e
Insru&en. 56e &oion conrol 6ard,are s6ould in6i"i all &oion durin- a po,er on/rese.
I$ closed loop or ser.o syse&s are used in 6e &oion conrol syse&s 6ese ser.o loops s6ould "e
desi-ned so 6a loss o$ 6e encoder si-nal or disconnecion o$ 6e &oor canno resul in a I,ind
upJ o$ 6e ser.o posiion co&&and. !o$,are $eaures s6ould "e i&ple&ened o in6i"i &oion
,6en 6e posiion error &easured "y 6e ser.o conroller e@ceeds 6e s&alles reasona"le &ar-in
6a re$lecs all o$ 6e e@peced operain- condiions.
<i&i s,ic6es s6ould "e closed ,6en no acuaed >=.'. conacs?. )oion conrol so$,are
s6ould "e desi-ned so 6a a disconneced li&i s,ic6 ,ill appear o "e aci.e, in6i"iin- $ur6er
&oion o,ards 6a li&i. )oion conrol so$,are s6ould also "e desi-ned so 6a &o.e&en
a,ay $ro& an aci.e li&i s,ic6 is resriced o a reasona"le disance pas 6e li&i s,ic6
acuaion poin a$er ,6ic6 &oion is sopped and an error indicaed due o 6e apparen $ailure o$
6e li&i s,ic6 o open.
I$ used, posiion encoders s6ould include a saus loop 6rou-6 6e connecions o 6e encoder so
6a in 6e e.en o$ loss o$ 6e encoder connecion >or inenional disconnecion? all &oion on 6e
associaed a@is is in6i"ied.
#G'9'#'$ Rotator
=o par o$ 6e roaor s6ould &o.e ,6en ac &ains po,er is applied o or re&o.ed $ro& 6e roaor.
56e roaor &oion conrol 6ard,are s6ould in6i"i all &oion durin- a po,er on/rese.
56e roaor &oion conrol syse& s6ould "e desi-ned so 6a loss o$ 6e encoder si-nal or
disconnecion o$ 6e &oor canno resul in a I,ind upJ o$ 6e ser.o posiion co&&and. !o$,are
$eaures s6ould "e i&ple&ened o in6i"i &oion ,6en 6e posiion error &easured "y 6e ser.o
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conroller e@ceeds 6e s&alles reasona"le &ar-in 6a re$lecs all o$ 6e e@peced operain-
condiions.
<i&i s,ic6es s6ould "e closed ,6en no acuaed >=.'. conacs?. )oion conrol so$,are
s6ould "e desi-ned so 6a a disconneced li&i s,ic6 ,ill appear o "e aci.e, in6i"iin- $ur6er
&oion o,ards 6a li&i. )oion conrol so$,are s6ould also "e desi-ned so 6a &o.e&en
a,ay $ro& an aci.e li&i s,ic6 is resriced o a reasona"le disance pas 6e li&i s,ic6
acuaion poin a$er ,6ic6 &oion is sopped and an error indicaed due o 6e apparen $ailure o$
6e li&i s,ic6 o open.
2osiion encoders s6ould include a saus loop 6rou-6 6e connecions o 6e encoder so 6a in 6e
e.en o$ loss o$ 6e encoder connecion >or inenional disconnecion? all &oion on 6e associaed
a@is is in6i"ied.
#G'9'$ Reguator) Design Requirements
As indicaed in 6e secions $or o.erall, &ec6anical and elecrical re3uire&ens 6e desi-n o$ 6e
Insru&en &us con$or& o all applica"le re-ulaory re3uire&ens.
#G'9'& Stan"ar"s Reate" Design Requirements
=one.
#G'9'2 Integration Reate" Design Requirements
=one.
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## SOFT/ARE REQUIREMENTS
##'# Pur;ose an" Ob=e(ti6es
56e so$,are re3uire&ens secion descri"es re3uire&ens $or per$or&ance, i&ple&enaion and
desi-n. 0ased on e@perience ,i6 pre.ious insru&ens 6e o"ser.aory is sensii.e o cerain
aspecs o$ per$or&ance, i&ple&enaion and desi-n 6a 6a.e pro.en o "e i&poran $acors in 6e
up i&e o$ is insru&ens. 56e so$,are re3uire&ens secion 6as as a &ain o"4eci.e ensurin-
co&pai"iliy o$ 6e Insru&en so$,are ,i6 e@isin- o"ser.aory so$,are syse&s. A secondary
o"4eci.e is -uidin- 6e selecion o$ so$,are arc6iecure and i&ple&enaion decisions o,ards
6ose 6a $i ,i6in 6e so$,are s1ill ses a 6e o"ser.aory in order o &a@i&iBe 6e a"iliy o$ 6e
o"ser.aory o suppor and &ainain 6e Insru&en so$,are.
()*+ 6as esa"lis6ed a nu&"er o$ sandards $or so$,are and 6ese sandards $or& an ine-ral
par o$ 6e so$,are re3uire&ens $or 6e Insru&en.
!peci$ic re3uire&ens are -i.en in areas ,6ere repeaed pro"le&s 6a.e a$$eced 6e a.aila"iliy o$
insru&ens. A&on- 6ese are issues o$ ne,or1 relia"iliy, relia"iliy o$ $i"er opic daa
connecions o deecor conrollers, and pro"le&s ,i6 6andlin- errors in a &anner 6a &ini&iBes
6e loss o$ o"ser.in- i&e "y pro.idin- use$ul error &essa-es and a.oids oal syse& reses or
po,er cyclin- o resore proper operaion.
##'$ S(o;e
Cnless o6er,ise indicaed all o$ 6e re3uire&ens o$ 6is secion apply o all so$,are co&ponens
o$ 6e Insru&en.
##'& Performan(e Requirements
##'&'# Parametri( Performan(e Requirements
##'&'#'# Reiabiit)
All so$,are co&ponens o$ 6e Insru&en s6ould "e esed under si&ulaed operain- condiions
and s6ould ac6ie.e a leas 150 6ours o$ coninuous operaion ,i6ou a $aul. 56e relia"iliy o$
6e $ollo,in- so$,are co&ponens s6ould "e esed and con$ir&ed;
a. /os +!
". 5ar-e co&puer>s? +!
c. /os applicaion
d. 5ar-e applicaion>s?
e. %eecor conroller code
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##'&'#'$ Fiber O;ti( Data Lin8s
8i"er opic daa lin1s s6ould olerae up o 10 d" o$ aenuaion due o inerconnecion losses
,i6ou i&pair&en o$ per$or&ance or relia"iliy.
##'&'#'& Data Transfer Performan(e
%aa rans$er $ro& 6e Insru&en 6os co&puer o 6e dis1 sora-e s6ould "e a a rae su$$icien o
1eep up ,i6 6e i&e o readou and co7add o$ 6e &ini&u& use$ul nu&"er o$ $ra&es a1en a 6e
s6ores pracical e@posure i&e.
##'&'#'2 Dis;a) U;"ates
A display $aciliy $or science deecor readous s6ould "e pro.ided and 6is display s6ould updae
as 3uic1ly as possi"le a 6e co&pleion o$ eac6 e@posure.
##'&'$ O;erationa Performan(e Requirements
##'&'$'# O6er5ea"
!o$,are s6ould per&i si&ulaneous &oion o$ &uliple &ec6anis&s in order o &ini&iBe 6e
i&e re3uired o co&plee eac6 insru&en se7up "e,een o"ser.aions.
##'&'$'$ Error Re(o6er)
##'&'$'$'# Loss of Net1or8 !onne(tions
All Insru&en so$,are s6ould -race$ully reco.er $ro& 6e inerrupion o$ 5'2/I2 ne,or1
connecions, $i"er opic connecions or C!0 connecions any i&e. 56is disconnecion &ay occur
due o p6ysical inerrupion o$ 6e ne,or1 connecion, or 6e po,er cyclin- or 6ard,are
rese/re"oo o$ 6e de.ice a 6e o6er end o$ 6e ne,or1 connecion. !o$,are s6ould i&ple&en
reasona"le i&eous and 6andle all 5'2/I2 ne,or1 errors so 6a reco.ery $ro& a ne,or1 $aul is
as auo&aic as possi"le. !peci$ically, 6e co&ponens 6a 6a.e no e@perienced po,er cyclin- or
a 6ard,are rese/re"oo &us reco.er $ro& 6e loss o$ 6e ne,or1 connecion ,i6ou re3uirin-
6a 6ey "e rese or re"ooed.
(6ene.er possi"le i is e@peced 6a 6e syse& ,ill per$or& in a &anner 6a per&is reco.ery
$ro& any o$ 6e $ollo,in- condiions ,i6ou re3uirin- &anual resein- o$ any 6ard,are
co&ponen and ,6ere pracical ,i6ou loss o$ daa >e@cep in 6e case o$ 6e lin1 $ro& deecor
conroller o ar-e ,6ere daa loss is ine.ia"le and e.en a pause in 6e deecor readou ,ill
ypically produce ari$acs in 6e i&a-e?;
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1. <oss o$ ne,or1 or daa connecions;
a. /os o ar-e>s?
". /os o pu"lic ne,or1
c. 5ar-e>s? o deecor conroller>s?
2. 2o,er cyclin-;
a. /os
". 5ar-e>s?
c. %eecor conroller>s?
3. /ard,are reses;
a. /os
". 5ar-e>s?
c. %eecor conroller>s?
(6en reco.ery is no possi"le, and $or 6e cases ,6ere 6e 6os co&puer is no 6e syse& "ein-
rese or po,er cycled, i is e@peced 6a 6e user iner$ace so$,are in 6e syse& ,ill pro.ide a
use$ul dia-nosic &essa-e or ,arnin- o 6e operaor ,i6ou cras6in- or loc1in- up.
##'&'$'$'$ Dete(tor !ontroer Aborts
56e science deecor conroller s6ould suppor a"ors a any i&e durin- an e@posure or durin- any
readou o$ -reaer 6an 5 seconds duraion.
##'&'$'$'& Data Dis8 Fu
56e so$,are ,ill i&ple&en so&e .ersion o$ cerain ,ell 1no,n &ec6anis&s $or a.oidin- 6is
>roll7o.er usin- %I!*<I!5 ,6en 6e direcory poined o "y +C5%I# is $ull and so on?. I is
undersood 6a 6ere is no re3uire&en o cope ,i6 $ailed =8! cross &ouns.
##'&'$'& E>e(ution S;ee" an" !omman" Laten()
56e response i&e re3uire&ens $or 6e Insru&en so$,are are -i.en in 5a"le 7.
Tabe @* Soft1are Laten(ies
Software Function Goal Min. Max. Units Notes
!aus re3uess 0.1 7 0.2 s
)oion co&&ands 0.1 7 0.2 s
+"ser.aory 97sop 0.01 7 0.05 s
%eecor conroller co&&ands 0.1 7 0.2 s 1
%eecor conroller a"ors W 1 7 5 s 2
Applicaion so$,are sarup
and iniialiBaion
W 10 7 30 s 3
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=oes;
1. =o includin- 6e e@posure or readou i&es.
2. =o includin- 6e i&e elapsed prior o 6e a"or co&&and $or 6e e@posure in pro-ress or 6e readou in
pro-ress.
3. =o includin- 6e acual i&e re3uired o per$or& 6e operain- syse& re7"oo and associaed iniialiBaions.
##'2 Im;ementation Requirements
##'2'# Feature Im;ementation Requirements
##'2'#'# User interfa(es
:rap6ical user iner$aces >:CIs? s6ould "e pro.ided $or all o"ser.in- conrol $uncions. 56ese
iner$aces &us "e i&ple&ened in a &anner consisen ,i6 o6er ()*+ insru&ens and in
con$or&ance ,i6 *!% 210. Cser iner$aces "ased on 6e +!I#I! 6eria-e are pre$erred $or near7
I# science insru&ens.
I$ 6e Insru&en user iner$aces are ,rien in Ja.a 6en 6ey s6ould co&&unicae ,i6 6e
Insru&en ser.ers usin- 6e +!I#I! *5< o Ja.a iner$ace, *Ja.a.
##'2'#'$ Image Dis;a)
8or near7I# science insru&ens 6e i&a-e display $aciliy s6ould "e 6e Nuic1loo1 II so$,are
de.eloped $or +!I#I!, and pro.ided ,i6 a 2% &ode.
8ur6er re3uire&ens $or i&a-e display so$,are are 50%.
##'2'#'& !SU !onfiguration
A '!C con$i-uraion pro-ra& is re3uired. 56is so$,are s6ould "e &odeled on 6e "es pracices
$ro& 6e processes currenly in use a ()*+ o desi-n sli &as1s $or 6e <#I! and %9I)+!
insru&ens. 56e con$i-uraion so$,are s6ould also include a $eaure si&ilar o 6e %9I)+!
%!I)C<A5+# applicaion $or pre.ie,in- sli &as1 con$i-uraions.
56e )!':CI s6ould also suppor 6e -eneraion o$ sli con$i-uraions durin- o"ser.in-, al6ou-6
$or reasons o$ e$$iciency 6is pracice ,ill no "e encoura-ed e@cep $or special circu&sances suc6
as ransien o"4ec $ollo, up.
##'2'#'2 Data Re"u(tion Pi;eine
A daa reducion pipeline >%#2? s6ould "e pro.ided $or use ,i6 science daa.
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(6ile 6ere are i&poran di$$erences in near7I# o"ser.in- proocols >e.-.; di6erin-X "ea&7
s,ic6in-? o cope ,i6 +/ >and deecor? .aria"iliy 6a 6a.e o "e a1en ino accoun, 6e %#2
de.eloped $or 6e %9I)+! insru&en a ()*+ o$$ers a sarin- poin $or 6e de.elop&en o$ a
%#2.
8ur6er re3uire&ens $or 6e %#2 are 50%.
##'2'#'9 MOSFIRE Target !om;uters
All Insru&en ar-e co&puer>s? s6ould "e con$i-ured o auo7"oo 6eir operain- syse&s and
auo7e@ecue 6eir ar-e applicaion so$,are and a po,er on/rese.
##'2'#'< Soft1are Li(enses
Any licensed so$,are re3uired $or operaion o$ 6e Insru&en so$,are &us "e supplied ,i6 an
ade3uae nu&"er o$ $ully paid licenses o per&i operaion o$ all Insru&en so$,are. =ode
loc1ed licenses ,ill "e re3uired $or eac6 6os or ar-e co&puer >,6ere applica"le?.
##'2'$ !ommon Pra(ti(e Im;ementation Requirements
Insru&en 6os and ar-e so$,are s6ould "e ,rien in '/'YY o run under a ()*+ appro.ed
operain- syse&. All co&&unicaions "e,een 6e insru&en so$,are co&ponens and 6e user
iner$aces and 6e elescope syse&s ,ill "e "ased on 1ey,ords con$or&in- o ()*+ sandards.
(6ere Ja.a is used o de.elop user iner$aces 6e i&ple&enaions s6ould "e consisen ,i6 6e
+!I#I! i&ple&enaions. Ja.a user iner$aces &us run under 6e curren .ersions o$ 6e !olaris
operain- syse&s and !olaris ,indo, &ana-ers in use a ()*+.
##'2'& Stan"ar"s Im;ementation Requirements
Insru&en so$,are s6ould con$or& o 6e re3uire&ens o$ *!% 201 and *!% 210. All
co&&unicaions "e,een 6e Insru&en ar-e so$,are and 6e Insru&en 6os so$,are s6ould
"e .ia 1ey,ords con$or&in- o 6e re3uire&ens o$ 6e *ec1 5as1 <i"rary >*!% 8?.
##'2'2 Reguator) Im;ementation Requirements
=one.
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##'9 Design Requirements
##'9'# Te(5noogi(a Design Requirements
##'9'#'# !ient?Ser6er Ar(5ite(ture
56e "asic arc6iecure o$ 6e Insru&en so$,are s6ould "e "ased on clien7ser.er arc6iecure.
56e ser.er co&ponens o$ 6e syse& s6ould pro.ide 1ey,ord ser.ices co&plian ,i6 6e *ec1
*ey,ord Iner$ace sandards.
##'9'#'$ !ommuni(ations Proto(os
'lien7ser.er co&&unicaions s6ould "e .ia 5'2/I2 usin- a ()*+ appro.ed proocol. I is no
re3uired 6a e@isin- &essa-e $or&as or ser.ices "e used, pro.ided 6a 6ey are capa"le o$
supporin- 6e *ec1 5as1 <i"rary >*5<? as descri"ed in *!% 8.
!andard i&ple&enaions o$ #!7232 serial co&&unicaions &ay "e used $or co&&unicaion ,i6
'+5! 6ard,are 6a does no suppor 5'2/I2 ne,or1 co&&unicaions.
##'9'#'& 0e)1or"s
*ey,ords s6ould "e de$ined in colla"oraion ,i6 ()*+ so$,are sa$$. *ey,ord .alues s6ould
no "e &odal or dependen on o6er .alues o$ 6e 1ey,ord. *ey,ords s6ould con$or& o 6e
$or&as descri"ed in *!% 8 and 28.
##'9'#'2 Target Soft1are
5ar-e so$,are is "y de$iniion so$,are 6a pro.ides direc lo, le.el conrol o$ elecronic or
elecro&ec6anical syse&s 6rou-6 direc 6ard,are iner$aces. 5ar-e so$,are &ay run on so7
called Ie&"eddedJ co&puers 6a are par o$ 6e insru&enAs elecronics 6ard,are, or ar-e
so$,are &ay run on a re&oe co&puer conneced .ia daa co&&unicaions iner$aces o 6ard,are
6a 6as is o,n e&"edded co&puer 6a runs is o,n conrol so$,are and does no direcly
e@ecue 6e ar-e so$,are. !ee M9.3.1.3 $or operain- syse& and co&puer 6ard,are
re3uire&ens.
In -eneral ar-e so$,are ,ill i&ple&en a 1ey,ord ser.ice o allo, conrol o$ 6e insru&enAs
elecronic or elecro&ec6anical syse&s. In so&e cases, suc6 as 6e roaor ar-e so$,are, 6e
ar-e so$,are &ay also i&ple&en clien $uncionaliy, $or e@a&ple ,6en &oniorin- %'!
co&&ands o deer&ine roaor posiion. 'o&&unicaions ,i6 6e 6os so$,are s6ould "e .ia
5'2/I2 and 6e *ec1 *ey,ord Iner$ace.
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##'9'#'9 4ost Soft1are
Insru&en 6os so$,are s6ould pro.ide 6e user iner$aces $or insru&en conrol and i&a-e
display. All 6os so$,are $uncions s6ould "e acco&plis6ed usin- 1ey,ords con$or&in- 6e o
6e *ec1 *ey,ord Iner$ace sandards.
Addiional 6os so$,are desi-n re3uire&ens are 50%.
##'9'#'< S(ien(e Data Fie Formats
/eader daa $or 6e science daa $iles ,ill incorporae 1ey,ords 6a $ully descri"e 6e condiions
under ,6ic6 6e daa in 6e $ile ,as a1en.
!cience 82A &osaic daa is o "e ,rien as a 8I5! $or&a $ile.
##'9'$ Reguator) Design Requirements
=one.
##'9'& Stan"ar"s Reate" Design Requirements
!o$,are desi-n and codin- s6ould co&ply ,i6 *!% 50 and *!% 210.
##'9'2 Integration Reate" Design Requirements
=one.
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#$ INTERFA!E REQUIREMENTS
#$'# Pur;ose an" Ob=e(ti6es
56is secion is reser.ed $or iner$ace re3uire&ens 6a are no addressed "y o6er porions o$ 6e
docu&en.
#$'$ Performan(e Requirements
#$'$'# Parametri( Performan(e Requirements
=one.
#$'$'$ O;erationa Performan(e Requirements
#$'$'$'# 4an"ing
!ee M8.4.4.2.
#$'& Im;ementation Requirements
#$'&'# Feature Im;ementation Requirements
#$'&'#'# O;ti(a Requirements
!ee M9rror; #e$erence source no $ound.
#$'&'#'$ Me(5ani(a
!ee M8.3.1.
#$'&'$ !ommon Pra(ti(e Im;ementation Requirements
#$'&'$'# :)(o !ooing
!ee M8.3.1.7.
#$'&'$'$ 3a(uum an" !r)ogeni(s
!ee M8.3.1.8 and M8.3.1.9.
#$'&'$'& Stra) Lig5t
!ee M9.3.2.1.
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#$'&'& Stan"ar"s Im;ementation Requirements
=one.
#$'&'2 Reguator) Im;ementation Requirements
=one.
#$'2 Design Requirements
#$'2'# Te(5noogi(a Design Requirements
=one.
#$'2'$ Reguator) Design Requirements
=one.
#$'2'& Stan"ar"s Reate" Design Requirements
=one.
#$'2'2 Integration Reate" Design Requirements
#$'2'2'# O;ti(a Interfa(e
!ee M7.4.4.1.
#$'2'2'$ Me(5ani(a Interfa(e
!ee M8.4.4.
#$'2'2'& Ee(tri(a7Ee(troni( Interfa(e
!ee M9.4.4.1.
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#& RELIABILIT% REQUIREMENTS
#&'# Pur;ose
A process s6ould a1e place o con$ir& 6a 6e Insru&en ,ill pro.ide a 6i-6 le.el o$ relia"iliy
$or a 10 year li$ei&e.
#&'$ S(o;e
Cnless o6er,ise indicaed all o$ 6e re3uire&ens o$ 6is secion apply o all co&ponens o$ 6e
Insru&en.
#&'& Pro(e"ure for Reiabiit) Determination
A reco&&ended procedure o deer&ine 6e relia"iliy o$ 6e Insru&en is 6e use o$ 6e relia"iliy
predicion &odels $or elecronic co&ponens and syse&s -i.en in )I<7/%0*7217872
I#elia"iliy 2redicion o$ 9lecronic 93uip&enJ and 6e relia"iliy predicion &odels $or
&ec6anical co&ponens and syse&s -i.en in 6e =a.al !ur$ace (ar$are 'ener I/and"oo1 o$
#elia"iliy 2redicion 2rocedures $or )ec6anical 93uip&enJ, =!(' 98/<91.
56e )508 as deer&ined "y 6e predicion &odels s6ould 6en "e used o esa"lis6 6e operain-
period "e$ore $ailure "ased on a 10 year period as $ollo,s;
=
=
=
=
raes? $ailure co&ponen >all

1
)508
6ours in i&e
$or i&e $ailure ,i6ou operaion o$ y pro"a"ili #>?
; ,6ere
e@p ? >
? >
M.>7
t
t R
56e pro"a"iliy o$ operaion ,i6ou $ailure $or 6e Insru&en is e@peced o "e &ore 6an 0.90 $or
6is i&e period > Z 87600 6ours?. !o$,are is no included in 6is re3uire&en or 6e re3uesed
&e6od o$ relia"iliy assess&en. 56e relia"iliy o$ 6e so$,are o "e used ,i6 6e Insru&en can
only "e deer&ined "y esin-.
#2 SPARES REQUIREMENTS
50%
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#9 SER3I!E AND MAINTENAN!E REQUIREMENTS
56e Insru&en &us incorporae pro.isions $or disasse&"ly $or ser.icin- o$ inernal co&ponens.
/andlin- $i@ures and any specialiBed ools re3uired $or ser.icin- &us "e pro.ided ,i6 6e
Insru&en. A ,rien procedure acco&panied "y illusraions &us "e pro.ided $or re&o.al and
replace&en o$ all &a4or su"7asse&"lies in 6e Insru&en.
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#< DO!UMENTATION REQUIREMENTS
#<'# Do(umentation Pa(8age
56e Insru&en s6ould "e pro.ided ,i6 desi-n, operain- and &ainenance docu&enaion
pac1a-e includin-, "u no li&ied o, 6e $ollo,in-;
1. !yse& o.er.ie, and desi-n descripion, includin- deails o$ opical desi-n, &ec6anical
desi-n >includin- 6er&al and .acuu& desi-n?, elecrical desi-n and so$,are desi-n. All
desi-n docu&ens s6all "e supplied in re.ised $or& as re3uired o re$lec 6e deli.ered as7
"uil insru&en.
2. CserAs &anual, includin- "u no li&ied o operain- insrucions.
3. #e.ised $a"ricaion/procure&en dra,in-s, speci$icaions, and sc6e&aics 6a accuraely
depic 6e as7"uil condiion o$ all o$ 6e co&ponens o$ 6e insru&en. All suc6 dra,in-s
s6ould "e deailed enou-6 o allo, $a"ricaion o$ spare pars s6ould 6e need arise.
4. 0ills o$ &aerial includin- supplier in$or&aion $or all co&ponens o$ 6e insru&en.
5. A &ainenance &anual, includin- all in$or&aion and procedures needed o &ainain and
operae 6e Insru&en durin- is li$ei&e, includin- "u no li&ied o 6e $ollo,in-;
a. 2rocedures $or 6andlin-, asse&"ly and disasse&"ly o$ 6e insru&en and all o$ is
co&ponens accuraely re$lecin- 6e as7"uil insru&en. All asse&"ly insrucions
s6all "e clear, and include a ools lis, pars liss and c6ec1 lis.
". #ouine &ainenance and inspecion procedures, as ,ell as a &ainenance sc6edule.
c. Ali-n&en procedures.
d. 5rou"les6ooin- -uide.
e. #epair procedures.
6. Accepance 5es 2lan docu&ens, es procedures and all per$or&ance daa and resuls o$
accepance esin-.
7. %escripions o$ all reco&&end spare pars and procedures $or re&o.al and replace&en
includin- ,rien procedures and asse&"ly dra,in-s and e@ploded .ie, dra,in-s.
8. All &anu$acurerAs &anuals and docu&enaion $or '+5! co&ponens.
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9. All so$,are desi-n docu&ens and relaed docu&ens includin-, "u no li&ied o
so$,are "uild and insall procedures, source code, release descripion docu&en, so$,are
desi-n docu&en>s?, so$,are accepance esin- plans and so$,are userAs &anual.. All
so$,are desi-n docu&ens and relaed docu&ens s6all "e supplied in re.ised $or& as
re3uired o re$lec 6e deli.ered as7"uil insru&en so$,are.
10. !a$ey plan and procedures.
#<'$ Dra1ings
#<'$'# Dra1ing Stan"ar"s
All insru&en dra,in-s s6ould use 6e &eric sandard ,i6 di&ensions in &illi&eers.
All insru&en dra,in-s s6ould con$or& o 6e $ollo,in-;
1. %ra,in-s $or opical co&ponens s6all con$or& o A=!I/A!)9 sandard D14.18)71986
I+pical 2ars >9n-ineerin- %ra,in-s and #elaed %ocu&enaion 2racices?J.
2. )ec6anical dra,in-s s6all con$or& o A=!I D14.5)71994 >#1999? I%i&ensionin- and
5olerancin-J and A!)9 sandard D14.10072000 I9n-ineerin- %ra,in- 2racicesJ.
3. 9ac6 s6ee s6all con$or& o A=!I D14.171995 >#2002?, I%eci&al Inc6 %ra,in- !6ee
!iBe and 8or&aJ. %ra,in- siBe s6all "e deer&ined on an indi.idual "asis.
4. 9ac6 dra,in- s6all 6a.e a ile "loc1 ,i6 a leas 6e $ollo,inin$or&aion;
%e.elop&en -roup
%ra,in- nu&"er
5ile
%esi-ner
%ra$s&an
!cale
)e6od $or deer&inin- ne@ 6i-6er asse&"ly.
5. All dra,in-s s6all include pars and &aerials liss in accordance ,i6 A=!I D14.3472003,
I2ars <iss, %aa <iss, And Inde@ <iss; Associaed <issJ. All ie&s s6all "e ideni$ied
,i6 an ie& nu&"er or o6er la"el >,i6 re$erence o 6e dra,in- nu&"er i$ one e@iss? $or
eac6 par or co&ponen ,i6 all in$or&aion re3uired $or procure&en.
6. Asse&"ly dra,in-s s6all include all rele.an .ie,s re3uired o clearly de$ine 6e asse&"ly
includin- iso&eric and e@ploded .ie,s.
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7. All deail dra,in-s s6all include all .ie,s, -eo&ery, di&ensions and $eaure conrols
re3uired o duplicae 6e par in accordance ,i6 A=!I D14.5)71994 >#1999?
I%i&ensionin- and 5olerancin-J.
8. )uli and secional .ie, dra,in-s s6all "e de.eloped in accordance ,i6 A=!I D14.3)7
1994 I)uli and !ecional Vie, %ra,in-sJ.
9. 8luid po,er syse& sc6e&aics s6all "e dra,n in accordance ,i6 A!)9 D32.1071967
>#1994? I:rap6ic !y&"ols $or 8luid 2o,er %ia-ra&sJ.
10. %i&ensions and olerances s6all "e indicaed in accordance ,i6 A=!I 14.5)71994
>#1999?.
11. !ur$ace $inis6es s6all "e descri"ed in accordance ,i6 A=!I 14.5)71994 >#1999?.
12. 56e elecronic dra,in- $or&a s6all "e a leas Auo'A% 2000 >or a &ore curren release?.
%ra,in-s creaed ,i6 o6er co&puer aided dra$in- >'A%? so$,are s6all "e pro.ided
in .d@$ $iles co&pai"le ,i6 Auo'A% 2000 >or a &ore curren Auo%es1 so$,are
release?. 56e pre$erred 'A% so$,are $or 3% dra,in-s is Auo%es1 In.enor or
!olid(or1s.
13. 56e elecronic dra,in- $or&a $or elecrical/elecronic sc6e&aics and prined circui "oard
layous and asse&"ly dra,in-s s6all "e +r'A% V9.0 or a &ore curren release. A less
desira"le alernai.e is o pro.ide dra,in-s $or elecrical/elecronic sc6e&aics and prined
circui "oard layous and asse&"ly dra,in-s as Auo'A% 2000 >or a &ore curren release?
dra,in-s or as .d@$ $iles co&pai"le ,i6 Auo'A% 2000 >or a &ore curren Auo%es1
so$,are release?.
#<'$'$ Require" Dra1ings
All dra,in-s &us "e pro.ided as speci$ied in 6e $or&as lised a"o.e and in 6e nai.e $or&a i$
ranslaed o one o$ 6e speci$ied $or&as.
56e $ollo,in- dra,in-s s6ould "e pro.ided;
1. As7"uil deailed &ec6anical dra,in-s $or all co&ponens no co&&ercially a.aila"le.
%ra,in-s s6all pro.ide su$$icien deail o $a"ricae 6e co&ponens o ori-inal desi-n
inen.
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2. As7"uil deailed dra,in-s $or all opical co&ponens no co&&ercially a.aila"le.
%ra,in-s s6all pro.ide su$$icien deail o $a"ricae 6e co&ponens o ori-inal desi-n
inen.
3. As7"uil asse&"ly dra,in-s $or all asse&"lies no co&&ercially a.aila"le alon- ,i6
appropriae deail dra,in-s and asse&"ly olerances and procedures.
#<'& Ee(tri(a7Ee(troni( Do(umentation
56e $ollo,in- docu&enaion $or all elecrical and elecronic asse&"lies and &odules in 6e
insru&en s6ould "e pro.ided;
1. A op le.el syse& "loc1 dia-ra&.
2. An inerconnecion dia-ra& s6o,in- all inerconnecin- ca"les and conneced asse&"lies
and &odules in 6e insru&en.
3. An inerconnecion dia-ra& s6o,in- 6e e@ernal connecions o 6e insru&en.
4. 2inous and ,ire color codes $or all inernal and e@ernal connecors and ca"les.
5. !c6e&aics, asse&"ly dra,in-s, "ills o$ &aerial, prined circui "oard desi-ns and prined
circui "oard ar,or1 $or all cuso& prined circui "oards in 6e insru&en.
6. 2ro-ra&&a"le lo-ic de.ice source code $or all pro-ra&&a"le lo-ic de.ices used on cuso&
prined circui "oards in 6e insru&en.
7. 2ro-ra&&a"le lo-ic de.ice source code $or all pro-ra&&a"le lo-ic de.ices used in '+5!
co&ponens ,6ere 6e pro-ra&&a"le lo-ic de.ice source code 6as "een &odi$ied or
cuso&iBed $or 6e insru&en.
8. 'on$i-uraion, se up and/or s,ic6/4u&per sein- in$or&aion $or all '+5! co&ponens.
#<'2 Soft1are
56e insru&en so$,are is de$ined as all 6os, ar-e, e&"edded conroller so$,are >includin-
deecor conroller code? and daa reducion so$,are $or 6e insru&en includin- 6e code $or
ser.o conrols includin- %!2 code, 2)A' code or o6er &oion conrol code and 6e li1e. 56e
$ollo,in- so$,are daa $iles and docu&enaion s6ould "e pro.ided;
1. !ource code $or all insru&en so$,are on '%/%V%.
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2. 9@ecua"les $or all insru&en so$,are on '%/%V%.
3. +ne copy o$ any and all so$,are li"raries re3uired o "uild 6e insru&en so$,are
e@ecua"les on '%/%V%.
4. A lis o$ any and all code co&pilers re3uired o "uild 6e insru&en so$,are.
5. All &a1e$iles re3uired $or "uildin- 6e insru&en so$,are on '%/%V%.
6. All con$i-uraion $iles and all daa $iles read "y 6e insru&en so$,are e@ecua"les a
sar7up i&e on '%/%V%.
7. Any scrips re3uired o run 6e insru&en or 6e daa reducion pac1a-e on '%/%V%.
8. Any aliases, en.iron&en .aria"le de$iniions, ec. re3uired o correcly se up 6e
en.iron&en o "uild or run 6e insru&en so$,are on '%/%V%.
9. Any &odels de.eloped $or si&ulaion o$ 6e insru&en includin- opical desi-ns and
conrol loop si&ulaions s6ould "e supplied. 56e pre$erred so$,are $or opical desi-n is
Qe&a@. 56e pre$erred so$,are $or si&ulaions is )ala" or I%<.
10. 8ull desi-n docu&enaion $or all conrol loops includin- "loc17dia-ra&s, rans$er7$uncion
&odels o$ 6e syse&, per$or&ance crieria and analyses o s6o, 6o, 6ese re3uire&ens
are &e. )odels and si&ulaions o$ 6e conrol loops s6ould also "e pro.ided.
11. %ocu&enaion $or 6e insru&en so$,are, consisin- o$;
a. Csers )anual; a deailed uorial descri"in- 6o, o use 6is .ersion o$ 6e so$,are.
". <is o$ !ource 'ode; A 6ierarc6ical lis o$ all direcories, source $iles, include $iles,
li"raries, ec 6a can "e used as a c6ec1lis $or ne, releases.
c. 8uncional %escripions; a descripion o$ eac6 rouine or &odule descri"inis
$uncion.
d. !arup/!6udo,n procedures; descripions o$ 6e seps necessary o cold sar 6e
syse& and 6e seps necessary o sa$ely s6u do,n a runnin- syse&. 56is
docu&en s6ould include descripions o$ any con$i-uraion $iles re3uired a sar7up
i&e.
e. Insallaion )anual; a deailed descripion o$ 6e seps necessary o re"uild and
insall 6e syse& $ro& sources.
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$. 5rou"les6ooin- :uide; A descripion o$ 6e ec6ni3ues $or rac1in- do,n $ailures,
c6ec1in- syse& 6eal6, 1illin- and re7sarin- porions o$ 6e syse& ,i6ou a $ull
re"oo.
-. !o$,are 5es 2rocedures; a deailed descripion o$ 6o, o run 6e so$,are
accepance ess.
6. 2ro-ra&&erAs )anual; 56is docu&en s6all include a descripion o$ 6e 6eory o$
operaionsX daa and conrol $lo, and 6o, sandard $uncionaliy can "e e@ended
>e.-. add a ne, co&&and o 6e A2I?.
7627
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#@ :LOSSAR%
5a"le 8 de$ines 6e acrony&s and specialiBed er&s used in 6is docu&en.
Tabe A* :ossar) of Terms
Term Definition
A=!I A&erican =aional !andards Insiue
A!)9 A&erican !ociey o$ )ec6anical 9n-ineers Inernaional
A!5) A!5) Inernaional
A5A Air 5ranspor Associaion
''# 'losed 'ycle #e$ri-eraor
'9=9<9' 9uropean 'o&&iee $or 9lecroec6nical !andardiBaion
'8# 'ode o$ 8ederal #e-ulaions
'I5 'ali$ornia Insiue o$ 5ec6nolo-y
'+5! 'o&&ercial +$$ 56e !6el$
'!C 'on$i-ura"le !li Cni
'V') 'olleced Volaile 'ondensa"le )aerials
d0A !ound le.el in deci"els, &easured usin- 6e A conour $re3uency ,ei-6in-
ne,or1
%'! %ri.e and 'onrol !yse&
%9I)+! %9ep I&a-in- )uli7+"4ec !pecro-rap6
9IA 9lecronic Indusries Alliance
9)I 9lecro )a-neic Iner$erence
8+V 8ield +$ Vie,
82A 8ocal 2lane Array
8(/) 8ull (id6 a /al$ )a@i&u&.
I0' Inernaional 0uildin- 'ode
I'' Inernaional 'ode 'ouncil
I'% Iner$ace 'onrol %ocu&en
I999 Insiue o$ 9lecrical and 9lecronics 9n-ineers
*!% *ec1 !o$,are %ocu&en
)508 )ean 5i&e 0e,een 8ailures
=90! =e,or1 93uip&en 0uildin- !yse&
=9)A =aional 9lecric )anu$acurers Associaion
=I# =ear In$ra#ed
+!/A +ccupaional !a$ey and /eal6 Ad&inisraion
#51 #ail 5ranspor posiion 1, >=as&y6 dec1, *ec1 I?
!!' !cience !eerin- 'o&&iee
50' 5o 0e 'o&pleed
50% 5o 0e %eer&ined
5IA 5eleco&&unicaions Indusry Associaion
5)< 5oal )ass <oss
C'<A Cni.ersiy o$ 'ali$ornia, <os An-eles
C'!' Cni.ersiy o$ 'ali$ornia, !ana 'ruB
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C2! Cninerrupi"le 2o,er !upply
C< Cnder,riers <a"oraories Inc.
C!:! Cnied !aes :eolo-ical !ur.ey
()*+ (. ). *ec1 +"ser.aory
(#5 (i6 #espec 5o
7647
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