ALBERT

Description: The Solar Orbiter mission seeks to make connections between the physical processes occurring at the Sun or in the solar corona and the nature of the solar wind created by those processes which is subsequently observed at the spacecraft. The mission also targets physical processes occurring in the solar wind itself during its journey from its source to the spacecraft. To meet the specific mission science goals, Solar Orbiter will be equipped with both remote-sensing and in-situ instruments which will make unprecedented measurements of the solar atmosphere and the inner heliosphere. A crucial set of measurements will be provided by the Solar Wind Analyser (SWA) suite of instruments. This suite consists of an Electron Analyser System (SWA-EAS), a Proton and Alpha particle Sensor (SWA-PAS), and a Heavy Ion Sensor (SWA-HIS) which are jointly served by a central control and data processing unit (SWA-DPU). Together these sensors will measure and categorise the vast majority of thermal and suprathermal ions and electrons in the solar wind and determine the abundances and charge states of the heavy ion populations. The three sensors in the SWA suite are each based on the top hat electrostatic analyser concept, which has been deployed on numerous space plasma missions. The SWA-EAS uses two such heads, each of which have 360° azimuth acceptance angles and ±45° aperture deflection plates. Together these two sensors, which are mounted on the end of the boom, will cover a full sky field-of-view (FoV) (except for blockages by the spacecraft and its appendages) and measure the full 3D velocity distribution function (VDF) of solar wind electrons in the energy range of a few eV to ∼5 keV. The SWA-PAS instrument also uses an electrostatic analyser with a more confined FoV (−24° to +42° × ±22.5° around the expected solar wind arrival direction), which nevertheless is capable of measuring the full 3D VDF of the protons and alpha particles arriving at the instrument in the energy range from 200 eV/q to 20 keV/e. Finally, SWA-HIS measures the composition and 3D VDFs of heavy ions in the bulk solar wind as well as those of the major constituents in the suprathermal energy range and those of pick-up ions. The sensor resolves the full 3D VDFs of the prominent heavy ions at a resolution of 5 min in normal mode and 30 s in burst mode. Additionally, SWA-HIS measures 3D VDFs of alpha particles at a 4 s resolution in burst mode. Measurements are over a FoV of −33° to +66° × ±20° around the expected solar wind arrival direction and at energies up to 80 keV/e. The mass resolution (m/Δm) is 〉 5. This paper describes how the three SWA scientific sensors, as delivered to the spacecraft, meet or exceed the performance requirements originally set out to achieve the mission’s science goals. We describe the motivation and specific requirements for each of the three sensors within the SWA suite, their expected science results, their main characteristics, and their operation through the central SWA-DPU. We describe the combined data products that we expect to return from the suite and provide to the Solar Orbiter Archive for use in scientific analyses by members of the wider solar and heliospheric communities. These unique data products will help reveal the nature of the solar wind as a function of both heliocentric distance and solar latitude. Indeed, SWA-HIS measurements of solar wind composition will be the first such measurements made in the inner heliosphere. The SWA data are crucial to efforts to link the in situ measurements of the solar wind made at the spacecraft with remote observations of candidate source regions. This is a novel aspect of the mission which will lead to significant advances in our understanding of the mechanisms accelerating and heating the solar wind, driving eruptions and other transient phenomena on the Sun, and controlling the injection, acceleration, and transport of the energetic particles in the heliosphere.

Description: Aims. This paper describes the Polarimetric and Helioseismic Imager on the Solar Orbiter mission (SO/PHI), the first magnetograph and helioseismology instrument to observe the Sun from outside the Sun-Earth line. It is the key instrument meant to address the top-level science question: How does the solar dynamo work and drive connections between the Sun and the heliosphere? SO/PHI will also play an important role in answering the other top-level science questions of Solar Orbiter, while hosting the potential of a rich return in further science. Methods. SO/PHI measures the Zeeman effect and the Doppler shift in the Fe I 617.3 nm spectral line. To this end, the instrument carries out narrow-band imaging spectro-polarimetry using a tunable LiNbO3 Fabry-Perot etalon, while the polarisation modulation is done with liquid crystal variable retarders. The line and the nearby continuum are sampled at six wavelength points and the data are recorded by a 2k × 2k CMOS detector. To save valuable telemetry, the raw data are reduced on board, including being inverted under the assumption of a Milne-Eddington atmosphere, although simpler reduction methods are also available on board. SO/PHI is composed of two telescopes; one, the Full Disc Telescope, covers the full solar disc at all phases of the orbit, while the other, the High Resolution Telescope, can resolve structures as small as 200 km on the Sun at closest perihelion. The high heat load generated through proximity to the Sun is greatly reduced by the multilayer-coated entrance windows to the two telescopes that allow less than 4% of the total sunlight to enter the instrument, most of it in a narrow wavelength band around the chosen spectral line. Results. SO/PHI was designed and built by a consortium having partners in Germany, Spain, and France. The flight model was delivered to Airbus Defence and Space, Stevenage, and successfully integrated into the Solar Orbiter spacecraft. A number of innovations were introduced compared with earlier space-based spectropolarimeters, thus allowing SO/PHI to fit into the tight mass, volume, power and telemetry budgets provided by the Solar Orbiter spacecraft and to meet the (e.g. thermal) challenges posed by the mission’s highly elliptical orbit.

Description: The Radio and Plasma Waves (RPW) instrument on the ESA Solar Orbiter mission is described in this paper. This instrument is designed to measure in-situ magnetic and electric fields and waves from the continuous to a few hundreds of kHz. RPW will also observe solar radio emissions up to 16 MHz. The RPW instrument is of primary importance to the Solar Orbiter mission and science requirements since it is essential to answer three of the four mission overarching science objectives. In addition RPW will exchange on-board data with the other in-situ instruments in order to process algorithms for interplanetary shocks and type III langmuir waves detections.

Description: Solar Orbiter’s in situ coordination working group met frequently during the development of the mission with the goal of ensuring that its in situ payload has the necessary level of coordination to maximise science return. Here we present the results of that work, namely how the design of each of the in situ instruments (EPD, MAG, RPW, SWA) was guided by the need for coordination, the importance of time synchronisation, and how science operations will be conducted in a coordinated way. We discuss the mechanisms by which instrument sampling schemes are aligned such that complementary measurements will be made simultaneously by different instruments, and how burst modes are scheduled to allow a maximum overlap of burst intervals between the four instruments (telemetry constraints mean different instruments can spend different amounts of time in burst mode). We also explain how onboard autonomy, inter-instrument communication, and selective data downlink will be used to maximise the number of transient events that will be studied using high-resolution modes of all the instruments. Finally, we briefly address coordination between Solar Orbiter’s in situ payload and other missions.

Description: Context. The Solar Orbiter spacecraft will be equipped with a wide range of remote-sensing (RS) and in situ (IS) instruments to record novel and unprecedented measurements of the solar atmosphere and the inner heliosphere. To take full advantage of these new datasets, tools and techniques must be developed to ease multi-instrument and multi-spacecraft studies. In particular the currently inaccessible low solar corona below two solar radii can only be observed remotely. Furthermore techniques must be used to retrieve coronal plasma properties in time and in three dimensional (3D) space. Solar Orbiter will run complex observation campaigns that provide interesting opportunities to maximise the likelihood of linking IS data to their source region near the Sun. Several RS instruments can be directed to specific targets situated on the solar disk just days before data acquisition. To compare IS and RS, data we must improve our understanding of how heliospheric probes magnetically connect to the solar disk. Aims. The aim of the present paper is to briefly review how the current modelling of the Sun and its atmosphere can support Solar Orbiter science. We describe the results of a community-led effort by European Space Agency’s Modelling and Data Analysis Working Group (MADAWG) to develop different models, tools, and techniques deemed necessary to test different theories for the physical processes that may occur in the solar plasma. The focus here is on the large scales and little is described with regards to kinetic processes. To exploit future IS and RS data fully, many techniques have been adapted to model the evolving 3D solar magneto-plasma from the solar interior to the solar wind. A particular focus in the paper is placed on techniques that can estimate how Solar Orbiter will connect magnetically through the complex coronal magnetic fields to various photospheric and coronal features in support of spacecraft operations and future scientific studies. Methods. Recent missions such as STEREO, provided great opportunities for RS, IS, and multi-spacecraft studies. We summarise the achievements and highlight the challenges faced during these investigations, many of which motivated the Solar Orbiter mission. We present the new tools and techniques developed by the MADAWG to support the science operations and the analysis of the data from the many instruments on Solar Orbiter. Results. This article reviews current modelling and tool developments that ease the comparison of model results with RS and IS data made available by current and upcoming missions. It also describes the modelling strategy to support the science operations and subsequent exploitation of Solar Orbiter data in order to maximise the scientific output of the mission. Conclusions. The on-going community effort presented in this paper has provided new models and tools necessary to support mission operations as well as the science exploitation of the Solar Orbiter data. The tools and techniques will no doubt evolve significantly as we refine our procedure and methodology during the first year of operations of this highly promising mission.

Description: Context. To meet the scientific objectives of the mission, the Solar Orbiter spacecraft carries a suite of in-situ (IS) and remote sensing (RS) instruments designed for joint operations with inter-instrument communication capabilities. Indeed, previous missions have shown that the Sun (imaged by the RS instruments) and the heliosphere (mainly sampled by the IS instruments) should be considered as an integrated system rather than separate entities. Many of the advances expected from Solar Orbiter rely on this synergistic approach between IS and RS measurements. Aims. Many aspects of hardware development, integration, testing, and operations are common to two or more RS instruments. In this paper, we describe the coordination effort initiated from the early mission phases by the Remote Sensing Working Group. We review the scientific goals and challenges, and give an overview of the technical solutions devised to successfully operate these instruments together. Methods. A major constraint for the RS instruments is the limited telemetry (TM) bandwidth of the Solar Orbiter deep-space mission compared to missions in Earth orbit. Hence, many of the strategies developed to maximise the scientific return from these instruments revolve around the optimisation of TM usage, relying for example on onboard autonomy for data processing, compression, and selection for downlink. The planning process itself has been optimised to alleviate the dynamic nature of the targets, and an inter-instrument communication scheme has been implemented which can be used to autonomously alter the observing modes. We also outline the plans for in-flight cross-calibration, which will be essential to the joint data reduction and analysis. Results. The RS instrument package on Solar Orbiter will carry out comprehensive measurements from the solar interior to the inner heliosphere. Thanks to the close coordination between the instrument teams and the European Space Agency, several challenges specific to the RS suite were identified and addressed in a timely manner.

Description: Context. The launch of Parker Solar Probe (PSP) in 2018, followed by Solar Orbiter (SO) in February 2020, has opened a new window in the exploration of solar magnetic activity and the origin of the heliosphere. These missions, together with other space observatories dedicated to solar observations, such as the Solar Dynamics Observatory, Hinode, IRIS, STEREO, and SOHO, with complementary in situ observations from WIND and ACE, and ground based multi-wavelength observations including the DKIST observatory that has just seen first light, promise to revolutionize our understanding of the solar atmosphere and of solar activity, from the generation and emergence of the Sun’s magnetic field to the creation of the solar wind and the acceleration of solar energetic particles. Aims. Here we describe the scientific objectives of the PSP and SO missions, and highlight the potential for discovery arising from synergistic observations. Here we put particular emphasis on how the combined remote sensing and in situ observations of SO, that bracket the outer coronal and inner heliospheric observations by PSP, may provide a reconstruction of the solar wind and magnetic field expansion from the Sun out to beyond the orbit of Mercury in the first phases of the mission. In the later, out-of-ecliptic portions of the SO mission, the solar surface magnetic field measurements from SO and the multi-point white-light observations from both PSP and SO will shed light on the dynamic, intermittent solar wind escaping from helmet streamers, pseudo-streamers, and the confined coronal plasma, and on solar energetic particle transport. Methods. Joint measurements during PSP–SO alignments, and magnetic connections along the same flux tube complemented by alignments with Earth, dual PSP–Earth, and SO-Earth, as well as with STEREO-A, SOHO, and BepiColumbo will allow a better understanding of the in situ evolution of solar-wind plasma flows and the full three-dimensional distribution of the solar wind from a purely observational point of view. Spectroscopic observations of the corona, and optical and radio observations, combined with direct in situ observations of the accelerating solar wind will provide a new foundation for understanding the fundamental physical processes leading to the energy transformations from solar photospheric flows and magnetic fields into the hot coronal plasma and magnetic fields and finally into the bulk kinetic energy of the solar wind and solar energetic particles. Results. We discuss the initial PSP observations, which already provide a compelling rationale for new measurement campaigns by SO, along with ground- and space-based assets within the synergistic context described above.