Phase II Upgrades Eckhard Elsen Director Research and Computing updated after the meeting with CMS information of 29.10.2018 LHC RRB Meeting, Oct 29-31, 2018
ATLAS and CMS Phase II Upgrades Original plans had been outlined in LoI and Technical Proposal All* TDRs have been received; good understanding of the technical needs and scope * CMS TDAQ scheduled to come later to profit from technology development ISBN: 978-92-9083-459-5 CERN-LHCC-2017-023 CMS-TDR-019 9 Apr 2018 CMS 08/04/2018 CERN-LHCC-2017-023 ISBN: 978-92-9083-459-5 Scoping Documents have been provided in addition end 2015 European Organization for Nuclear Research Organisation européenne pour la recherche nucléaire THE PHASE-2 UPGRADE OF THE ENDCAP CALORIMETER TECHNICAL DESIGN REPORT CERN CERN-LHCC-2017-023 / CMS-TDR-019 Two of the later TDRs The Phase-2 Upgrade of the CMS Endcap Calorimeter Technical Design Report
Experiments Each major detector component provided its own TDR; 10 TDRs have been received in total TDRs were scheduled not to arrive at the same time TDRs have been examined by LHCC for physics need and technical soundness Cost matrix and risks monitored by UCG Try to optimise and profit from synergies in technical development April RRB closed the loop for the first time
Status April RRB LHCC assumptions on LHC luminosity are realistic; pile-up of 60 in 2017 is an indicator of what is to come at the HL-LHC Experiments have to safeguard themselves (Timing detectors) All TDRs have been scrutinised thanks to tremendous LHCC/UCG effort A smaller version of the upgrade would not exploit the investments in HL-LHC in full Cost has been optimised; additional R&D will continue Loop has been closed: Scoping Document 10+1 TDRs Cost Overview
Money Matrix Continuously updated and maintained by experiments during the process original cost frame maintained timing detectors have been examined for physics need in November 2017 LHCC and are included in the phase II upgrade encouraging involvement of funding agencies have reached good closure so far October 2018 RRB to settle the sharing
ATLAS ATLAS Phase-II Upgrades envisaged CORE Contributions by Funding Agency [kchf] ITk TDAQ Total LAr Tile Muons HGTD 3) Total Common Fund TOTAL 2) (incl. CF) CORE Costs 1) [kchf] 44'880 123'226 28'385 11'573 28'401 8'499 244'964 24'420 269'384 269 MCHF Funding Agency CORE Commitments Argentina 759 759 78 837 Armenia Australia 390 2'021 2'411 196 2'606 Austria 200 200 39 239 Azerbaijan 13 13 Belarus 13 13 26 39 Brazil 200 200 183 383 Canada 5'958 1'573 7'531 849 8'379 Chile 50 50 131 181 China NSFC+MSTC 2'043 777 2'819 627 3'446 Colombia 400 400 52 452 Czech Republic 500 4'550 560 5'610 509 6'119 Denmark 773 648 1'421 144 1'565 France IN2P3 786 6'075 5'800 943 2'700 16'305 1'489 17'794 France CEA 1'139 2'343 410 3'891 313 4'204 Georgia 78 78 78 156 Germany BMBF 2'760 11'677 1'450 444 1'950 300 18'582 1'998 20'580 Germany DESY 6'034 6'034 483 6'518 Germany MPI 636 493 237 2'432 3'799 274 4'073 Greece 800 2'505 3'305 196 3'500 Hong Kong 466 323 789 131 920 Israel 2'503 384 2'887 379 3'265 Italy 3'850 5'585 1'800 598 5'621 17'454 2'207 19'661 Japan 1'643 11'638 4'281 17'562 992 18'555 Morocco 144 144 Netherlands 400 2'779 425 3'604 313 3'917 Norway 1'918 1'918 209 2'127 Poland 2'000 1'720 3'720 379 4'098 Portugal 405 988 1'393 196 1'589 Romania 1'735 1'174 2'909 209 3'118 Russia 1'283 1'431 70 1'813 4'597 836 5'433 JINR 940 1'043 48 430 600 3'060 340 3'400 Serbia 65 65 Slovak Republic 600 400 300 1'300 131 1'431 Slovenia 755 120 875 104 980 South Africa 400 700 1'100 118 1'218 Spain 3'502 1'315 440 5'257 640 5'897 Sweden 200 2'162 1'561 800 4'723 392 5'115 Switzerland 1'500 5'275 6'775 326 7'101 Taipei 502 500 1'001 104 1'106 Turkey 500 506 250 1'256 144 1'400 United Kingdom 3'821 16'818 20'639 2'494 23'134 USA DOE 2'135 20'470 378 22'983 3'656 26'639 USA NSF 5'940 8'441 1'882 2'899 19'162 901 20'063 CERN 8'044 7'975 3'494 882 3'094 2'006 25'495 1'332 26'827 TOTAL (kchf) 44'221 123'384 28'389 11'557 28'401 7'915 243'867 24'420 268'287 Uncertainty Low 74.5% 85.6% 95.0% 82.3% 62.5% 87.8% 81.9% 100.0% 83.6% Medium 15.1% 14.1% 5.0% 16.8% 34.8% 15.3% 13.9% High 9.0% 0.4% 0.8% 2.7% 5.3% 2.4% 2.2% % of CORE Costs 98.5% 100.1% 100.0% 99.9% 100.0% 93.1% 99.6% 100.0% 99.6% (Total - CORE Costs) -659 157 4-15 -584-1'097-1'097 Notes 1) CORE costs as defined in the TDRs and reviewed in detail by the Upgrade Cost Group (UCG) for TDAQ, ITk, LAr, Tile, Muons. For HGTD, FWD, µ-tagger see notes 3-6). 2) Bar scale normalised to largest entry in column. 3) The High Granularity Timing Detector (HGTD) has not yet been reviewed, the TDR will follow in 2019. 4) A new LUCID detector was originally proposed in the Scoping Document under "Forward Detectors". It is now planned as a "Small Project" with details to be worked out in the coming months. 5) The remaining Forward Detector projects (ALFA,AFP,ZDC) are not being formally proposed at this stage. 6) The µ-tagger project is not included in the present Phase-II scope, but remains an option as a further upgrade project for installation at a later stage (>2025)
CMS CMS Phase 2 Money Matrix (in kchf) - RRB, 29 October 2018 FA/Subsystem EC-CALO Barrel - CALO Muons Tracker MIP-TD BRIL TDAQ Common Fund Total Phase-2 CORE Costs (kchf) 67,127 13,255 25,187 111,900 15,796 2,600 18,500 25,000 279,365 Austria 900 800 326 2,026 Belgium FNRS 100 4,800 489 5,389 Belgium FWO 5,000 417 5,417 Brazil/FAPESP 1,290 127 1,417 Brazil/RENAFAE 380 380 Bulgaria 360 181 541 CERN 21,500 2,000 1,524 19,500 1,200 4,500 1,322 51,546 China 900 1,350 500 254 3,004 Colombia 80 72 152 Croatia 1,350 145 1,495 Cyprus 127 127 Egypt 200 54 254 Estonia 522 54 576 Finland 151 1,100 1,000 236 2,487 France-CEA 1,000 1,500 500 308 3,308 France-IN2P3 6,400 600 4,600 924 12,524 Germany BMBF 1,920 9,450 1,196 12,566 Germany Helmholtz 9,107 500 634 10,241 Greece 350 1,400 1,000 326 3,076 Hungary 225 300 150 225 181 1,081 India 1,977 179 1,383 2,000 250 598 6,387 Iran 1,390 145 1,535 Ireland 36 36 Italy 1,900 5,150 14,000 3,600 200 3,007 27,857 Korea 2,056 562 2,618 Lithuania 348 36 384 Malaysia 870 91 961 Mexico 1,000 199 1,199 New Zealand 70 36 106 Pakistan 550 1,600 36 2,186 Poland 300 272 572 Portugal 440 490 910 109 1,949 RDMS-DMS-Russia 8,200 410 350 1,522 10,482 Serbia 80 54 134 Spain 1,500 1,200 200 100 779 3,779 Switzerland 2,400 9,100 1,000 707 13,207 Taipei 2,600 272 2,872 Thailand 100 54 154 Turkey 2,094 217 2,311 United Kingdom 3,500 500 2,500 500 1,033 8,033 USA-DOE 14,500 2,698 13,690 5,000 3,886 5,431 45,205 USA-NSF 4,194 2,230 12,840 900 1,381 21,545 USA-DOE-NP 5,305 525 5,830 Ecuador 36 36 Montenegro 190 36 226 Sri Lanka 760 72 832 Latvia 380 36 416 Qatar 300 300 Funding (kchf) 67,251 13,243 25,937 114,277 12,360 1,845 18,811 25,035 278,759 Uncertainty low 75% 98% 70% 94% 92% 81% 58% 100% 85% Uncertainty Medium 18% 1% 23% 5% 0% 19% 9% 0% 9% Uncertainty High 7% 1% 7% 1% 8% 0% 33% 0% 5% Funding/CORE Costs 100% 100% 103% 102% 78% 71% 102% 100% 100% Funding-CORE Costs 124-12 750 2,377-3436 -755 311 35-606 279 MCHF Colour coding Uncertainty low Uncertainty Medium Uncertainty High
Goal for October RRB (this meeting) MoUs for Common Fund has been put in place a year ago Most of the TDRs have been thoroughly scrutinised remaining TDR subjected to same procedure; cost estimate is available Timing detectors to come So agree on the overall cost envelope (>1/4 bnchf for each experiment) begin to conclude MoU with each funding agency
Common Fund for HL-LHC Status of Signatures Single MoU to describe Common Fund capped at ATLAS COLLABORATION CERN-RRB-2017-058 a fraction O(10%) ~ 25 MCHF spread evenly over construction period Sharing according to PhD or equivalent Separate budgeting from M&O but similar accounting methods Addendum No. 17 to the Memorandum of Understanding for Collaboration in the Construction of the ATLAS Detector Common Items for the Phase-II Upgrade of the ATLAS Detector same principle applied for both experiments ATLAS CMS Status of signatures: CMS COLLABORATION CERN-RRB-2017-060 Fraction of signatures Addendum No. 10 to the Memorandum of Understanding for Collaboration in the Construction of the CMS Detector signed signed Common Items for the Phase II Upgrade of the CMS Detector
Phase II Upgrade Group (P2UG) Progress Tracking of the Phase II upgrade ATLAS and CMS progress reviewed every 6 months, interleaved Milestone tracking Chairs Marcel Demarteau Mauro Morandin Each team is consists of ~10 experts including those familiar with the TDR approval process
Full mandate of P2UG The ATLAS and CMS P2UG chairs and regular members are nominated by the CERN DRC, also using the broad expertise available among the members of the Phase II TDRs review panels. The P2UGs report to the DRC and to the LHCC through their chairs. The LHCC and UCG chairs are ex-officio members of the two P2UGs, although they are not expected to participate in every meeting. The P2UGs will monitor the execution of the Phase II upgrade projects, verifying the technical progress, tracking the milestones, and ensuring the level of effort and managerial organisation are adequate. They will regularly report to the LHCC about their findings, promptly identifying areas that might require further in-depth investigation, in particular significant deviations from the TDR plans. The P2UGs is also expected to report on the final reviews convened by the experiments before major spending, proving advice to the LHCC and the CERN management on the approval for construction of the projects, described as Step 3 in CERN-LHCC-2015-007. It is expected that each P2UG will meet twice a year with the respective experiment, scheduling the meeting to maximize synergies with the experiment internal review process. CERN will provide centralised support for collecting and maintaining milestones and schedule information uniformly for the two experiments, as well as secretarial support to run the meetings The initial mandate for the P2UGs members will be two years, although the P2UGs should remain in place until the installation of the upgrades, currently foreseen during LS3 (Q1/2024-Q2/2026).
Upgrade Cost Group (UCG) Phase II Upgrade Group (P2UP) Upgrade Cost Group continues to review remaining (and forthcoming) TDRs Phase II Upgrade Group Reviews the execution of the approved TDRs
Conclusion TDRs in place Tremendous effort has been made by LHCC and UCG LHCC / UCG work is very well supported (including cross-refereeing) Upgrade Progress will be monitored by two standing sub-committees of the LHCC, the P2UG Cost containment fulfilled; need of Timing detector Proceed to MoUs