SPX Controls System WBS U1.02.01.03.04 (R&D) WBS U1.03.03.04

1. SPX Controls System WBS U1.02.01.03.04 (R&D)WBS U1.03.03.04 Ned Arnold Computer Systems Engineer AES Division/Computer Systems DOE Lehman CD-2 Review of APS-Upgrade4-6 December 2012

2. Outline • Science / Technical Significance • WBS Scope of this system • Staff / Org Chart • Requirements • Design • Interfaces • Value Engineering • ES&H • Cost • Schedule DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

3. SPX Controls System Technical Significance & Scope Interactive Graphical Displays New Application #2 Existing OAG Tools New Application #2 New Applications Alarm Handler • Scope: • Operator Interface panels • New application programs • Tools for engineers and operators (Matlab/SDDS scripts, calibration tools, Post Mortem Fault Analysis, etc.) • Data acquisition (primarily for LLRF systems) • Input/Output Controller (IOC) Hardware • EPICS Databases/Sequence Programs in IOC • Subsystem Interface Hardware Distributed Control System (based on EPICS) Channel Access Protocol (over ethernet) Input / Output Controllers (IOC) Timing & Synchronization Interface(s) to Technical Equipment SPX Cryogenics System Real-time Control Fast Acquisition & History Statistics Post Mortem Fault Capture SPX Diagnostics SPX Cryo-module Instrumentation SPX Inter-system Interlocks Existing Accelerator Subsystems SPX Waveguide Instrumentation LLRF (& Tuners) (Upstream Cryo) LLRF (& Tuners) (Downstream Cryo) SPX HLRF (Klystrons & HVPS) 3 DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

4. SPX Controls Scope WBS U1.02.01.03 and U1.03.03 DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

5. SPX Controls System Org Chart • Controls is a part of the Systems / Signals / Integration (SSI) Group led by Frank Lenkszus • Contributors • Ned Arnold (Lead) • Sinisa Veseli (Software Services Group) • Nick DiMonte (Controls Group) • Tony Scaminaci (Controls Group) • Jim Stevens (Controls Group) • Josh Stein (Controls Group) DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

6. SPX Controls System Requirements • The entire SPX system must be thoroughly integrated with the existing APS storage ring controls, timing, and diagnostics.  Since any instability in the operation of the SPX cavities will impact all APS users, thorough instrumentation and diagnostics will be required to detect any operational abnormalities.  The primary responsibilities for SPX controls are as follows: • Provide remote monitoring and control to all SPX subsystems consistent with APS standards and existing OAG tools • Provide the necessary interfaces between the SPX and other APS systems as required by the SPX needs (e.g. RTFB, MPS, Event System, etc.) • Provide a real-time data processing environment for the SPX control algorithms to ensure they can be executed at the necessary rate • Provide thorough diagnostic information and tools to assist in quick determination of SPX performance and post-mortem fault analysis (required for maintaining high availability) DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

7. SPX Controls System DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

8. SPX Subsystems - Control/Monitor Parameters DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

9. SPX Controls System Design • Most subsystem control requirements are quite nominal and many similar interfaces already exist. • Support for the SPX LLRF will require substantial effort in data acquisition, real-time processing, and extensive fault response algorithms to ensure proper operation and minimal effect on user beam. • Beam availability to users is paramount and will drive many aspects of the Controls System design. DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

10. SPX Controls Conceptual Design (LLRF) Automation (PEM) • How are these functions partitioned into hardware? • At what rate must each process data? • At what rate must each transmit/receive data? By what method? • What is the best computing architecture for each (e.g. DSP, FPGA, multi-core CPUs, etc) Alarm Tools Graphical Displays High Level Tools Save / Compare / Restore • Identify end-to-end functions Data Logging (long term) SPX Diagnostic Tool Fast Automated Sequences Post Mortem Fault Capture (including History Buffer) Real-time Signal Correlations (RF Power/Phase, HVPS Voltage, BPMs, temperature) Prudent Operating Constraints ( software interlocks ) Real-time Functions Filtering / Statistics FFTs/NAFF on RF, BPM, actuator signals Fast History Buffer S35 Residual Effects Diagnostics Sector Adjust to Minimize orbit/emittance Disturbance (differential phase) Deflected Tilt Monitor Deflection Control Fault / Exception Response Residual Tilt Monitor US Sector Adjust to Achieve Desired Tilt (phase/amplitude) DS Sector Adjust to Minimize Residual Tilt (differential amplitude) Sector LLRF Control (4 cavities) Orbit Feedback System Beam Arrival Time Monitor Vector Sum Phase/Amplitude Intra-sector control (for lattice tuning) Single Cavity LLRF Control Fault Response Calibrations Phase Control Amplitude Control Cavity Tuning DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

11. SPX Controls Preliminary Design (LLRF) DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

12. SPX0 Controls (A subset of SPX Controls) X X X X X X X X X X DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

13. SPX0 Controls (LLRF) DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

14. Interfaces • The Controls System interfaces to almost every other subsystem, including existing APS subsystems such as Timing, Event Link, etc. • Details of these interfaces (communication mechanism, number of parameters to be monitored and/or controlled, etc.) are described in the Engineering Specification Documents and additional details in the Interface Control Documents. DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

15. SPX Controls System ES&H • Integrated Safety Management System (ISMS) • APS-U Project following Argonne’s ISMS program requirements • Argonne Integrated Safety Management System (ISMS) Description recently revised and submitted to DOE ASO • Describes framework for integrating ESH requirements with mission objectives • References Argonne LMS procedures which implement specific portions of the ISMS • Identify General Safeguards and Security Requirements • No special materials or project specific security requirements • APS-U Project required to follow Argonne’s Operations Security Program (OPSEC) Master Plan • General Safety Requirements for Controls • All equipment must be approved for electrical safety by a NRTL or re-inspected by ANL • Controls System hardware and software is not responsible for any personnel or equipment protection DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

16. SPX Controls System Value Engineering • Where feasible, use commercial or existing hardware and software to avoid redundant solutions • IOC Hardware • Existing EPICS device support for many devices • Area detector data acquisition framework (used on beamlines) • SDDS (File Format & Tools) • APS Standard Valve Controller DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

17. SPX Controls Scope WBS U1.02.01.03 and U1.03.03 • Cost Drivers • Labor • Server-grade Workstations: 5 * $6300 = $31.5K (existing purchase order) • Network Switch + Operator Workstations: $24500 + (4 * $3000) = $36.5K (vendor quote + engineering est.) • VME-based Input Output Controller: 3* $14000 = $14K (existing purchase orders + custom modules) • Deflection Controller; Prototype + Production: 2 * $16,700 = $33.4K (engineering est. based on similar devices) DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

18. SPX Controls Obligation Profile U1.02.01.03 & U1.03.03 DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

19. SPX Controls BOE Contingency U1.02.01.03 & U1.03.03 DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

20. SPX R&D and Production Milestones U1.02.01.03 & U1.03.03 DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

21. SPX Controls Milestones U1.02.01.03 & U1.03.03 DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

22. Work After CD-2 • Ongoing R&D Activities • Support R&D Activities of LLRF, Timing, and Synchronization (Test Stands and SPX0) • Demonstrate Intersystem Communication Requirements • High Level Software; Evaluate Tools, Identify Necessary Enhancements • Support R&D Activities of Other Major Subsystems (HLRF, Cavity, etc.) (Test Stands and SPX0) • Begin design of … • Deflection Controller Hardware • Deflection Controller Gateware • Real-time Processing Algorithms • Real-time Processing Benchmarks DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

23. Summary • This system provides the hardware, software, and tools to integrate the SPX subsystems into the existing APS controls infrastructure. • The design has progressed substantially from the Conceptual Design. Control functions are now mapped into hardware components. • Controls requirements for many SPX subsystems are typical of existing designs and require no special development. • A "Deflection Controller" has been added to orchestrate the control and monitoring of the 8 LLRF systems. This is a substantial addition since the CDR. • Cost is $3,373K • Installation • SPX0 Ready for Installation: 02/14 • Production: Tracks subsystem installations • We are ready for CD-2 …. DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

24. Backup Slides DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

25. SPX0 Controls Installation & Checkout DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

26. SPX Controls Installation & Checkout DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012

27. SPX Controls Summary Schedule U1.02.01.03 & U1.03.03 DOE Lehman CD-2 Review of the APS Upgrade Project 4-6 December 2012