Off-Axis Guiding - Rotators and Field of View Indicators

How to Win the Fight With Off-Axis Guiders - "Get" a Guide Star the Easy Way (below)
How to Set Up a Properly Scaled FOVI the Easy Way (below)

Background

fovi

Art astronomers (astro-imagers) demand the utmost in sharp images, use long focal lengths, and take long exposures. This adds up to the most demanding scenario for autoguiding. Simply strapping a small refractor on to the main telescope is not good enough in most cases, due to differential flexure and/or mirror flop. Instead, for the most precise guiding, deviation measurements need to be taken through the primary optical axis.

This is called off-axis guiding. It's achieved either with a separate guide sensor located next to the main sensor (SBIG) or with a guide sensor illuminated via a pickoff mirror or prism in the light path, usually ahead of the filter wheel. The latter arrangement has the advantage of allowing the guide sensor to receive all of the light available without being dimmed by filters. Off-axis guide sensors typically have a very small field of view, on the order of a few arc minutes. Thus, the chances that you can (a) place your target of interest favorably on the main sensor, and (b) get a suitable guide star on the guide sensor, are poor. The solution to this is an Imager Rotator. For more info on rotators see Using a Rotator. With a rotator, the guide sensor can be moved to any position within the annulus surrounding the main field (see the image to the right).

noteWith a rotator installed, ACP becomes a 3-axis system: Right Ascension, Declination, and Position Angle. All three coordinates are required to place the field of the image on the sky.

Rotating Field of View Indicators

fovi

The images above and to the right show a typical field of view indicators (FOVIs). You can see the main and guide sensors graphically depicted, along with the annular guide rings that help show you where you can put the guide sensor via rotation. With ACP, you rotate the FOVI and move the sky behind the FOVI until you have the composition you want and there is a suitable guide star in the guide sensor area. Then give ACP the three coordinates (RA, Dec, PA) and ACP will take care of the rest. To see this in action, look at the video on the page Using a Rotator, then come back here.

FOVIs are available in several planetarium programs, including

In addition the Centre de Données astronomiques de Strasbourg (CDS) has the Aladin Sky Atlas, a Java applet that runs in most web browsers. The bottom image here shows what Aladin looks like with a FOVI displayed. You can make your own FOVI for Aladin, and if you use it frequently, you can store it there permanently.


How to Use Field of View Indicators

Once again, assuming you have a properly scaled FOVI, you rotate the FOVI and move the sky behind the FOVI until you have the composition you want with a suitable guide star in the guide sensor area. Then give ACP the three coordinates (RA, Dec, PA) and ACP will take care of the rest. To see this in action, look at the video on the page Using a Rotator, then come back here. If you do not have a rotator, you must determine the Position Angle of your imaging system and set that in the FOVI.

How to Win the Fight With Off-Axis Guiders – "Getting" a Guide Star
(hint: use your FOVI and ACP!)

fovi

While setting up and calibrating your off-axis guider, you'll need to "get" a guide star on the guide sensor. Over the years we've seen some amazing feats of wrestling with rotators and small guide sensors, with the telescope operators trying to get a guide star on the sensor. Getting the telescope to point precisely combined with precise alignment of the rotator against the sky is just too crazy. We've watched people struggle to get a guide star, jogging the mount this way and that, hoping the star left the main field centered well enough to get to the guide field after who knows how many little jogs.

Here's how to get a chosen guide star in a couple of minutes, at any PA! We'll assume you're using ACP in the observatory via its console. This is good because killing a running plan leaves tracking on, and thus leaves the guide star on the sensor. OK...

  1. In your planetarium, rotate the FOVI to your desired PA and slide a nice bright star on the guide chip. Anywhere in the sky is OK. Avoid bright stars and deep sky objects.
  2. Copy the J2000 RA, Dec, and PA from the FOVI.
  3. Make up a little ACP Plan (600 seconds or long enough to make ACP try to guide):
    #interval 600
    #binning 2
    #filter Luminance
    #posang 123.4
    Test-PA-123-East	21:22:34.6	+54:23:22
  4. Run it in ACP's console (the old fashioned way, not the web). Watch until you see ACP taking guide sensor exposures.
  5. Kill the plan with ACP's Abort button.

That's it! Do a full-frame guider exposure, or a "locate" exposure if you're using an AO, and you'll see that guide star right there. Total time, a few minutes with a bit of experience.

How to Set Up an FOVI the Easy Way

When you first set up your optics, or any time you change anything like adding a focal reducer, you'll need to create or adjust your field of view indicator. The idea is to end up with a properly scaled "reticle" that shows you what will appear on both the main and guide sensors. When you compose your image in the planetarium, then use the three coordinates to take images, you want the guide star to appear in exactly the same place as it does in the FOVI.

Each planetarium (including the online Aladin Sky Atlas) has its own way of creating and using its FOVIs. It's beyond the scope of this document to detail the procedures and tools for this. However, here is a general approach to the problem using ACP that will get you there in the shortest possible time. For Aladin, you'll find it far easier to get the dimensions and offsets for the FOVI using TheSky or StarryNight first, then transferring the dimensions to Aladin when you have it right.

Preparation

  1. Familiarize yourself intimately with the FOVI tools and settings for your planetarium. I can't stress this enough. Play with the controls and see what their effects are. For example, in TheSky you can create a "starting point" FOVI by using optics and imager type from its extensive databases. This can save you major time!
  2. Determine the true focal length and true unbinned plate scale (arc sec. per pixel) of your main optical train by reading one of your recent ACP logs. Copy the true focal length from an ACP run back into the Focal Length in ACP Preferences, Telescope tab. This will allow ACP to log the true plate scales (arc seconds per pixel).
  3. Determine the geometry (pixel dimensions and pixel size) of your main and guide sensors.
  4. If you are using an off-axis pick-off and separate guide sensor, determine the general location of the guide sensor relative to the main sensor. Relative to main sensor X-Y coordinates, is the guide sensor above, below, to the left, or to the right of the main sensor? In my experience, the off-axis pickoff often results in the guide sensor's field being "below" the main sensor.
  5. Using the tools in your planetarium and the info you gathered in the preceding steps, create a first approximation at your FOVI.

Getting it Right

Once you have a first cut at your FOVI, you have two tasks. In order of importance, they are

  1. Getting the placement of the guide sensor relative to the main sensor as accurately as possible
  2. Depicting the sizes of the main and guide sensors to scale

Guide Sensor Placement

Here, the goal is to be able to put a guide star on the guide sensor rectangle in the FOVI, then using the three coordinates take an image and see the guide star actually show up in exactly the same place on the real guide sensor. You will be repeatedly using this process.

  1. Make up a plan with a position angle of zero somewhere in the sky with a really bright guide star centered in the guide rectangle. Leave the planetarium set up for this, and leave the plan open in Notepad.
  2. Run it in the ACP console (not from the web UI) and when it starts to try to guide, kill it with the abort button.
  3. Take a Locate exposure on the guider using MaxIm's controls. With any luck you will see the guide star somewhere on the actual guide image (or its glow above or below the guide sensor). If so, proceed to step 4. If not, then something is way off, review your info and try to find the problem.
  4. Don't move the sky in the planetarium! Instead, in the planetarium's FOVI tools, adjust the location of the guide rectangle so that the guide star is in the same place as it is in the real "locate" image you just took. This makes the FOVI reflect reality, right?
  5. Now move the sky in the planetarium to re-center the guide star.
  6. Go back to the plan in Notepad (step 1) and change the coordinates to the new ones (after you re-centered the guide star).
  7. Proceed with step 2 and do it again. Keep this up till the guide star comes out in the center.

Usually it takes only 2 or three passes to get the relative locations of the main and guide sensors right on.

Sizing of the main and guide sensor rectangles

Getting the size of the main imager rectangle should be straightforward, though it requires some arithmetic. In step 2 of Preparation above you allowed ACP to log the true pixel scale (arcseconds per pixel). All you need now are the pixel dimensions of your main sensor and you can calculate the angular dimensions. You'll probably have to convert to arc minutes for input to the FOVI construction. If you have an SBIG imager with the guide sensor internally mounted, the focal length is already known. Ratio the pixel sizes of the main and guide sensors to get the plate scale (arcseconds per pixel) of the guide sensor, then calculate its angular dimensions given the pixel dimensions.

For an off-axis pickoff, the trick is to measure the plate scale of the guide sensor. Start by assuming that it has the same focal length and calculate like it is an internal guide sensor.

  1. Get a star on the guide sensor using the process described above, then take a short locate exposure.
  2. Using MaxIm's cursor tools, measure the exact X-Y coordinates (sub-pixel) of the bright star. Make sure it's not saturated, reduce the exposure to prevent saturation.
  3. Record the RA/Dec.
  4. Nudge the scope a few arc minutes (not too far or the star will disappear!) in a north-south direction.
  5. Record the RA/Dec and X-Y coordinates of the star in its new location.
  6. Using this info, calculate the plate scale of the guide sensor.
  7. Using this and the sensor geometry, calculate the angular field of view and adjust the size of the guide sensor rectangle accordingly.