Phase Calibration & Imaging

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VLBA capabilities September 2013 - January 2014

1. Fringe Finders

VLBI fringe phases are much more difficult to deal with than fringe amplitudes.  If the a priori correlator model assumed for VLBI correlation is particularly poor, then the fringe phase can wind so rapidly in both time (the fringe rate) and in frequency (the delay) that no fringes will be found within the finite fringe rate and delay windows examined during correlation.  Reasons for a poor a priori correlator model include source position and station location errors, atmospheric (tropospheric and ionospheric) propagation effects, and the behavior of the independent clocks at each station.  Users observing sources with poorly known positions should plan to refine the positions first on another instrument.  To allow accurate location of any previously unknown antennas and to allow NRAO staff to conduct periodic monitoring of clock drifts, each user should include one or more "fringe finder" sources which are strong, compact, and have accurately known positions.  Consult Markowitz & Wurnig (1998) to select a fringe finder for observations between between 20 cm and 7 mm; your choice will depend on your wavelengths but J0555+3948=DA193, J0927+3902=4C39.25, J1642+3948=3C345, and J2253+1608=3C454.3 are generally reliable in the range 13 cm to 2 cm.  In addition, at 90 and 50 cm we recommend either J1331+3030=3C286 or J2253+1608=3C454.3.  Fringe-finder positions, used by default by NRAO program SCHED (Walker 2011) and the VLBA correlator, are given in the standard source catalog available as an ancillary file with SCHED.

2. The Pulse Cal System

Fringe phases should be coherent across the entire set of sub-bands produced by each RDBE.  Correction of phase offsets between the two RDBEs at each station, and/or between the oppositely polarized signal channels, can be determined using the "phase cal'' or "pulse cal'' system (Thompson 1995).   In conjunction with the LO cable length measuring system, this system can also be used to measure changes in the delays through the cables and electronics which must be removed for accurate geodetic and astrometric observations.

The pulse cal system consists of a pulse generator and a sine-wave detector.  The interval between the pulses can be either 0.2 or 1 microsecond.  They are injected into the signal path at the receivers and serve to define the delay reference point for astrometry.  The pulses appear in the spectrum as a "comb'' of very narrow, weak spectral lines at integral multiples of 1 or 5 MHz.  The phases of one or more of these lines is measured by the detector, logged as a function of time, and delivered in a PC table.

AIPS tasks can load and apply the PC data.  However, some VLBA observers may still want to use a strong compact source to do a "manual'' phase cal if necessary (Diamond 1995).  Spectral line users will not want the pulse cal comb to appear in their observations, and should ensure that their observing schedules both disable the pulse cal generators and include observations suitable for a manual phase cal.   Manual phase calibration also is likely to be necessary for non-VLBA stations that have no tone generators or detectors, and in VLBA observations at 3 mm, where the VLBA receivers have no pulse calibration tones.

3. Fringe Fitting

After correlation and application of the pulse calibration, the phases on a VLBA target source still can exhibit high residual fringe rates and delays.  Before imaging, these residuals should be removed to permit data averaging in time and, for a continuum source, in frequency.  The process of finding these residuals is referred to as fringe fitting.   Before fringe fitting, it is recommended to edit the data based on the a priori edit information provided for VLBA stations.  Such editing data are delivered in the FG table.  The old baseline-based fringe search methods have been replaced by more powerful global fringe search techniques (Cotton 1995a; Diamond 1995).  Global fringe fitting is simply a generalization of the phase self-calibration technique, as during a global fringe fit the difference between model phases and measured phases are minimized by solving for the station-based instrumental phase, its time slope (the fringe rate), and its frequency slope (the delay).  Global fringe fitting in AIPS is done with the program FRING or associated procedures.  If the VLBA target source is a spectral line source or is too weak to fringe fit on itself, then residual fringe rates and delays can be found on an adjacent strong continuum source and applied to the VLBA target source in a phase-referencing technique.

4. Editing

After fringe-fitting and averaging, VLBA visibility amplitudes should be inspected and obviously discrepant points removed (Diamond 1995; Walker 1995b).  Usually such editing is done interactively using tasks in AIPS or the Caltech program Difmap (Shepherd 1997).  VLBA correlator output data also includes flags derived from monitor data output in an FG table, containing information such as off-source flags for the stations during slews to another source.

5. Self-Calibration, Imaging, and Deconvolution

Even after global fringe fitting, averaging, and editing, the phases on a VLBA target source can still vary rapidly with time.  Most of these variations are due to inadequate removal of station-based atmospheric phases, but some variations also can be caused by an inadequate model of the source structure during fringe fitting.   If the VLBA target source is sufficiently strong and if absolute positional information is not needed, then it is possible to reduce these phase fluctuations by looping through cycles of Fourier transform imaging and deconvolution, combined with phase self-calibration in a time interval shorter than that used for the fringe fit (Cornwell 1995; Walker 1995b; Cornwell & Fomalont 1999).  Fourier transform imaging is straightforward (Briggs, Schwab, & Sramek 1999), and done with AIPS task IMAGR or the Caltech program Difmap (Shepherd 1997).  The resulting VLBI images are deconvolved to rid them of substantial sidelobes arising from relatively sparse sampling of the u-v plane (Cornwell, Braun, & Briggs 1999).  Such deconvolution is achieved with AIPS tasks based on the CLEAN or Maximum Entropy methods or with the Caltech program Difmap.

Phase self-calibration just involves minimizing the difference between observed phases and model phases based on a trial image, by solving for station-based instrumental phases (Cornwell 1995; Walker 1995b; Cornwell & Fomalont 1999).  After removal of these instrumental phases, the improved visibilities are used to generate an improved set of model phases, usually based on a new deconvolved trial image.  This process is iterated several times until the phase variations are substantially reduced.  The method is then generalized to allow estimation and removal of complex instrumental antenna gains, leading to further image improvement.  Both phase and complex self-calibration can be accomplished using AIPS task CALIB or with the Caltech program Difmap.  Self-calibration should only be done if the VLBA target source is detected with sufficient signal-to-noise in the self-calibration time interval (otherwise, fake sources can be generated!), and if absolute positional information is not needed.

The useful field of view in VLBI images can be limited by finite bandwidth, integration time, and non-coplanar baselines (Wrobel 1995; Cotton 1999b; Bridle & Schwab 1999; Perley 1999b). Measures of image correctness -- image fidelity and dynamic range -- are discussed by Walker (1995a) and Perley (1999a).

6. Phase Referencing

If the VLBA target source is not sufficiently strong for self-calibration or if absolute positional information is needed but geodetic techniques are not used, then VLBA phase referenced observations must be employed (Beasley & Conway 1995).  Currently, 63% of all VLBA observations employ phase referencing.  Wrobel et al. (2000) recommend strategies for phase referencing with the VLBA, covering the proposal, observation, and correlation stages.  A VLBA phase reference source should be observed frequently and be within a few degrees of the VLBA target region, otherwise differential atmospheric (tropospheric and ionospheric) propagation effects will prevent accurate phase transfer.  VLBA users can draw candidate phase calibrators from VLBA correlator's source catalog, which is distributed with SCHED.  Easy searching for the nearest calibrators is available online through the VLBA Calibrator Survey (Beasley et al. 2002).  Most of these candidate phase calibrators now have positional uncertainties below 1 mas.

Calibration of atmospheric effects for either imaging or astrometric observations can be improved by the use of multiple phase calibrators that enable multi-parameter solutions for phase effects in the atmosphere.  See AIPS Memos 110 (task DELZN, Mioduszewski 2004) and 111 (task ATMCA, Fomalont & Kogan 2005), available from the AIPS home page, for further information.

Walker & Chatterjee (1999) have investigated ionospheric corrections.  Such corrections can even be of significant benefit for frequencies as high as 5 GHz or 8 GHz (Ulvestad & Schmitt 2001).  These corrections may be made with the AIPS task TECOR, as described in AIPS Cookbook Appendix C (NRAO 2006), or the procedure VLBATECR.  In addition, it is strongly recommended that the most accurate Earth-Orientation values be applied to the calibration, since correlation may have taken place before final values were available; this may be done with AIPS task CLCOR or more easily with the AIPS procedure VLBAEOPS.

The rapid motion of VLBA antennas often can lead to very short time intervals for the slew between target source and phase reference source.  Some data may be associated with the wrong source, leading to visibility points of very low amplitude at the beginnings of scans.  Application of the AIPS program QUACK using the `TAIL' option will fix this problem.