The Apache Point Observatory Galactic Evolution Experiment 2 (APOGEE-2) is a dual-hemisphere, near-infrared (NIR), spectroscopic survey with the goal of producing a chemodynamical mapping of the Milky Way. The targeting for APOGEE-2 is complex and has evolved with time. In this paper, we present the updates and additions to the initial targeting strategy for APOGEE-2N presented in Zasowski et al. (2017). These modifications come in two implementation modes: (i) "Ancillary Science Programs" competitively awarded to Sloan Digital Sky Survey IV PIs through proposal calls in 2015 and 2017 for the pursuit of new scientific avenues outside the main survey, and (ii) an effective 1.5 yr expansion of the survey, known as the Bright Time Extension (BTX), made possible through accrued efficiency gains over the first years of the APOGEE-2N project. For the 23 distinct ancillary programs, we provide descriptions of the scientific aims, target selection, and how to identify these targets within the APOGEE-2 sample. The BTX permitted changes to the main survey strategy, the inclusion of new programs in response to scientific discoveries or to exploit major new data sets not available at the outset of the survey design, and expansions of existing programs to enhance their scientific success and reach. After describing the motivations, implementation, and assessment of these programs, we also leave a summary of lessons learned from nearly a decade of APOGEE-1 and APOGEE-2 survey operations. A companion paper, F. Santana et al. (submitted; AAS29036), provides a complementary presentation of targeting modifications relevant to APOGEE-2 operations in the Southern Hemisphere.

We present a state-of-the-art report on visualization in astrophysics. We survey representative papers from both astrophysics and visualization and provide a taxonomy of existing approaches based on data analysis tasks. The approaches are classified based on five categories: data wrangling, data exploration, feature identification, object reconstruction, as well as education and outreach. Our unique contribution is to combine the diverse viewpoints from both astronomers and visualization experts to identify challenges and opportunities for visualization in astrophysics. The main goal is to provide a reference point to bring modern data analysis and visualization techniques to the rich datasets in astrophysics.

The CNIa0.02 project aims to collect a complete, nearby sample of Type Ia supernovae (SNe Ia) light curves, and the SNe are volume-limited with host-galaxy redshifts z (host) < 0.02. The main scientific goal is to infer the distributions of key properties (e.g., the luminosity function) of local SNe Ia in a complete and unbiased fashion in order to study SN explosion physics. We spectroscopically classify any SN candidate detected by the All-Sky Automated Survey for Supernovae (ASAS-SN) that reaches a peak brightness <16.5 mag. Since ASAS-SN scans the full sky and does not target specific galaxies, our target selection is effectively unbiased by host-galaxy properties. We perform multiband photometric observations starting from the time of discovery. In the first data release (DR1), we present the optical light curves obtained for 247 SNe from our project (including 148 SNe in the complete sample), and we derive parameters such as the peak fluxes, Delta m (15), and s (BV) .

The Sloan Extension for Galactic Understanding and Exploration 2 (SEGUE-2) obtained 128,288 low-resolution spectra (R similar to 1800) of 118,958 unique stars in the first year of the Sloan Digital Sky Survey III (2008-2009). SEGUE-2 targeted prioritized distant halo tracers (blue horizontal-branch stars, K giants, and M giants) and metal-poor or kinematically hot populations. The main goal of SEGUE-2 was to target stars in the distant halo and measure their kinematics and chemical abundances to learn about the formation and evolution of the Milky Way. We present the SEGUE-2 field placement and target selection strategies. We discuss the success rate of the targeting based on the SEGUE-2 spectra and other spectroscopic and astrometric surveys. We describe the final SEGUE-2/SDSS-III improvements to the stellar parameter determinations based on the SEGUE Stellar Parameter Pipeline. We report a (g - i) color-effective temperature relation calibrated to the IRFM. We evaluate the accuracy and uncertainties associated with these stellar parameters by comparing with fundamental parameters, a sample of high-resolution spectra of SEGUE stars analyzed homogeneously, stars in well-studied clusters, and stars observed in common by the APOGEE survey. The final SEGUE spectra, calibration data, and derived parameters described here were released in SDSS-III Data Release 9 and continue to be included in all subsequent SDSS Data Releases. Because of its faint limiting magnitude and emphasis on the distant halo, the public SEGUE-2 data remain an important resource for the spectroscopy of stars in the Milky Way.

The Sloan Digital Sky Survey (SDSS) has recently initiated its fifth survey generation (SDSS-V), with a central focus on stellar spectroscopy. In particular, SDSS-V's Milky Way Mapper program will deliver multiepoch optical and near-infrared spectra for more than 5 x 10(6) stars across the entire sky, covering a large range in stellar mass, surface temperature, evolutionary stage, and age. About 10% of those spectra will be of hot stars of OBAF spectral types, for whose analysis no established survey pipelines exist. Here we present the spectral analysis algorithm, ZETA-PAYNE, developed specifically to obtain stellar labels from SDSS-V spectra of stars with these spectral types and drawing on machine-learning tools. We provide details of the algorithm training, its test on artificial spectra, and its validation on two control samples of real stars. Analysis with ZETA-PAYNE leads to only modest internal uncertainties in the near-IR with APOGEE (optical with BOSS): 3%-10% (1%-2%) for T-eff, 5%-30% (5%-25%) for v sin i, 1.7-6.3 km s(-1) (0.7-2.2 km s(-1)) for radial velocity, <0.1 dex (<0.05 dex) for log g, and 0.4-0.5 dex (0.1 dex) for [M/H] of the star, respectively. We find a good agreement between atmospheric parameters of OBAF-type stars when inferred from their high- and low-resolution optical spectra. For most stellar labels, the APOGEE spectra are (far) less informative than the BOSS spectra of these stars, while log g, v sin i, and [M/H] are in most cases too uncertain for meaningful astrophysical interpretation. This makes BOSS low-resolution optical spectra better for stellar labels of OBAF-type stars, unless the latter are subject to high levels of extinction.

We use the first Gaia data release, combined with the RAVE and APOGEE spectroscopic surveys, to investigate the origin of halo stars within. less than or similar to 3 kpc from the Sun. We identify halo stars kinematically as moving at a relative speed of at least 220 km s(-1) with respect to the local standard of rest. These stars are generally less metal-rich than the disk, but surprisingly, half of our halo sample is comprised of stars with [Fe/H] > -1. The orbital directions of these metal-rich halo stars are preferentially aligned with the disk rotation, in sharp contrast with the intrinsically isotropic orbital distribution of the metal-poor halo stars. We find similar properties in the Latte cosmological zoom-in simulation of a Milky Way-like galaxy from the FIRE project. In Latte, metal-rich halo stars formed primarily inside of the solar circle, whereas lower-metallicity halo stars preferentially formed at larger distances (extending beyond the virial radius). This suggests that metal-rich halo stars in the solar neighborhood actually formed in situ within the Galactic disk, rather than having been accreted from satellite systems. These stars, currently on halo-like orbits, therefore have likely undergone substantial radial migration/heating.

The clustered nature of star formation should produce a high degree of structure in the combined phase and chemical space in the Galactic disk. To date, observed structure of this kind has been mostly limited to bound clusters and moving groups. In this paper, we present a new dynamical model of the Galactic disk that takes into account the clustered nature of star formation. This model predicts that the combined phase and chemical space is rich in substructure and that this structure is sensitive to both the precise nature of clustered star formation and the large-scale properties of the Galaxy. The model self-consistently evolves 4 billion stars over the last 5 Gyr in a realistic potential that includes an axisymmetric component, a bar, spiral arms, and giant molecular clouds. All stars are born in clusters with an observationally motivated range of initial conditions. As direct N-body calculations for billions of stars are computationally infeasible, we have developed a method of initializing star cluster particles to mimic the effects of direct N-body effects, while the actual orbit integrations are treated as test particles within the analytic potential. We demonstrate that the combination of chemical and phase space information is much more effective at identifying truly conatal populations than either chemical or phase space alone. Furthermore, we show that comoving pairs of stars are very likely to be conatal if their velocity separation is <2 km s(-1) and their metallicity separation is <0.05 dex. The results presented here bode well for harnessing the synergies between Gaia and spectroscopic surveys to reveal the assembly history of the Galactic disk.

It is challenging to reliably identify stars that were born together outside of actively star-forming regions and bound stellar systems. However, conatal stars should be present throughout the Galaxy, and their demographics can shed light on the clustered nature of star formation and the dynamical state of the disk. In previous work we presented a set of simulations of the Galactic disk that followed the clustered formation and dynamical evolution of 4 billion individual stars over the last 5 Gyr. The simulations predict that a high fraction of comoving stars with physical and 3D velocity separation of Delta r < 20 pc and Delta v < 1.5 km s(-1) are conatal. In this Letter, we use Gaia DR2 and LAMOST DR4 data to identify and study comoving pairs. We find that the distribution of relative velocities and separations of pairs in the data is in good agreement with the predictions from the simulation. We identify 111 comoving pairs in the solar neighborhood with reliable astrometric and spectroscopic measurements. These pairs show a strong preference for having similar metallicities when compared to random field pairs. We therefore conclude that these pairs were very likely born together. The simulations predict that conatal pairs are born in clusters that follow the overall cluster mass function and in relatively young (<1 Gyr) star clusters. Gaia will eventually deliver well-determined metallicities for the brightest stars, enabling the identification of thousands of conatal pairs due to disrupting star clusters in the solar neighborhood.

The archeological record of stars in the Milky Way opens a uniquely detailed window into the early formation and assembly of galaxies. Here we use 11,000 main-sequence turn-off stars with well-measured ages, [Fe/H],[alpha/Fe], and orbits from the H3 Survey and Gaia to time the major events in the early Galaxy. Located beyond the Galactic plane, 1 less than or similar to vertical bar Z vertical bar/kpc less than or similar to 4, this sample contains three chemically distinct groups: a low-metallicity population, and low-alpha and high-alpha groups at higher metallicity. The age and orbit distributions of these populations show that (1) the high-alpha group, which includes both disk stars and the in situ halo, has a star formation history independent of eccentricity that abruptly truncated 8.3 +/- 0.1 Gyr ago (z similar or equal to 1); (2) the low-metallicity population, which we identify as the accreted stellar halo, is on eccentric orbits and its star formation truncated 10.2.(+0.2)(-0.1) Gyr ago (z similar or equal to 2); (3) the low-alpha population is primarily on low-eccentricity orbits and the bulk of its stars formed less than 8 Gyr ago. These results suggest a scenario in which the Milky Way accreted a satellite galaxy at z approximate to 2 that merged with the early disk by z approximate to 1. This merger truncated star formation in the early high-alpha disk and perturbed a fraction of that disk onto halo-like orbits. The merger enabled the formation of a chemically distinct, low-alpha disk at z less than or similar to 1. The lack of any stars on halo-like orbits at younger ages indicates that this event was the last significant disturbance to the Milky Way disk.

We present MINESweeper, a tool to measure stellar parameters by jointly fitting observed spectra and broadband photometry to model isochrones and spectral libraries. This approach enables the measurement of spectrophotometric distances, in addition to stellar parameters such as T-eff, log g, [Fe/H], [alpha/Fe], and radial velocity. MINESweeper employs a Bayesian framework and can easily incorporate a variety of priors, including Gaia parallaxes. Mock data are fit in order to demonstrate how the precision of derived parameters depends on evolutionary phase and signal-tonoise ratio. We then fit a selection of data in order to validate the model outputs. Fits to a variety of benchmark stars including Procyon, Arcturus, and the Sun result in derived stellar parameters that are in good agreement with the literature. We then fit combined spectra and photometry of stars in the open and globular clusters M92, M13, M3, M107, M71, and M67. Derived distances, [Fe/H], [alpha/Fe], and log g-T-eff relations are in overall good agreement with literature values, although there are trends between metallicity and log g within clusters that point to systematic uncertainties at the approximate to 0.1 dex level. Finally, we fit a large sample of stars from the H3 Spectroscopic Survey in which high-quality Gaia parallaxes are also available. These stars are fit without the Gaia parallaxes so that the geometric parallaxes can serve as an independent test of the spectrophotometric distances. Comparison between the two reveals good agreement within their formal uncertainties after accounting for the Gaia zero-point uncertainties.