US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 1 US CMS Tracker Outer Barrel (TOB) Silicon Project Joe Incandela Fermilab Level 2 Manager US CMS Silicon Tracker Project

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 2 Si Tracker Group Fermilab B. Flaugher, J. Goldstein, J. Incandela, R. Lipton, P. Lukens, S. Mishra, T. Nelson, P. Rapidis, L. Spiegel, D. Stuart, S. Tkaczyk Kansas State University T. Bolton, R. Demina, W. Kahl, A. Khanov, S. Korjenevski, W. Reay, F. Rizatdinova, R. Sidwell, N. Stanton Northwestern University D. Buchholz University of California, Santa Barbara C.Campagnari,(J.Incandela) University of Illinois, Chicago C.Gerber,K.Papageorgiou University of Kansas M. Bailey, P. Baringer, A. Bean, X. Zhao A University of Rochester S.Blusk,A.Hocker, P.Tipton

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 3 Tracker Consortia 4 Consortia: Central Europe: All Forward Modules and installation in petals. Final assembly of forward tracker. CERN Overall integration, general support structures, cooling and inert gas flow. Position monitoring and alignment. Mechanics, cooling and final assembly of the outer barrel…. INFN Responsible for Inner barrel modules (TIB) TIB Mechanics and assembly of the inner barrel. USA All Outer barrel modules (TOB) and installation on rods assemble some support structures for inner barrel

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 4 Module

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 5 Rod

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 6 Wheel Stereo modules are comprised of two single-sided modules. These are installed back to back with small overlap in z in a drawer-like “rod”. Rods slide into slots in the C-fiber endplate system with very high precision alignments from one rod to next.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 7 Tracker Inner Barrel Supports

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 8 The Plan Build ~6000 modules Place them in ~750 Rods Fly them to CERN and install & test them Build the TIB cylinders and ship them to Pisa Help commission the tracker Analyze data

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 9 September Review Project files: Resource loaded schedule WBS dictionary Cost estimates Basis for estimate of each task Contingency analysis Institutional responsibilities Task managers Reviewed by PMG committee Sep M. Crisler – chair Recommendations received and responses returned Nov. 1, 2000

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 10 Re: Specifications/procedures Recommendations to US CMS Silicon : Project managers should work with the CERN Project Management Group to develop written specifications for mechanical tolerances, level of testing, QA/QC requirements and documentation. Specifications and procedural documentation for CMS Silicon work: Sensors: Module specifications, assembly procedure, and quality control: Module testing: Burn-in: The US CMS Silicon group has made numerous contributions to the specifications and procedures. See for instance:

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 11 Re: Management Committee Report, Section 1: Management Issues Recommendations to US CMS Silicon: 1.Create an organization chart for the project with all L3 managers identified. Establish roles, responsibilities and authority for each L3 manager and each institution's CMS primary interface person, including budget authority and reporting responsibility. 2.Continue to refine the level of commitment of groups and institutions. Look to better define the scope of work and commitment for present groups and the possible addition of new institutions to the project. 3.Develop a signed MOU with each participating institution that clearly establishes responsibility and commitments.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 12 Organization in US CMS

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 13 Physicist Manpower

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 14 Institutional Manpower

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 15 Re: Management (2) Committee Report, Section 1: Management Issues Recommendations to US CMS Silicon: 3.Develop a signed MOU with each participating institution that clearly establishes responsibility and commitments. Response Have all information for Memoranda of Understanding (MOUs). Final SOWs and MOUs will be generated via US CMS project office software from the project file as soon as the project is approved and baselined. …then signed and incorporated into the US CMS project.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 16 Re: Technical Feasibility Committee Report, Section 2: Technical Feasibility Recommendations to US CMS Silicon: Procure and commission a gantry system this year. Response Ordered a gantry from Aerotech. Delivery date is Jan 2, All ancillary equipment ordered. Will arrive in early 2001.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 17 Re: Schedule Committee Report, Section 3: Schedule Recommendations to US CMS Silicon : 1)Develop together with CMS management a delivery schedule of parts and identify responsible persons for the parts. 2)The TOB has to be installed first. Agreement should be reached with CMS management on setting priority on the delivery schedule. 3)Work out fallback plans with CMS on parts delivery. 4)Adopt a reasonable but aggressive schedule as the baseline that shows explicit contingency to account for delay in delivery of parts.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 18 New Delivery Schedule In October we established a new schedule with the tracker group TOB is ~33% of the total parts count for the tracker. We requested ~50% increase in parts delivery rate during production in order to create explicit schedule contingency. The tracker group was able to do this since it represents only ~16% increase in overall parts flow rate.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 19 Tracker Task Managers

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 20 Tracker Task Managers (2)

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 21 Parts Delivery Fallback plans The most likely source of delay is component processing within the CMS tracker group We have now made preparations to assist in processing the parts we need: Pitch adaptor wirebonding on hybrids Manufacture of frames Sensor probing Dummy rods Finally, we have contingency to allow an extension of the module production period

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 22 Schedule at Review Main Production Period: ~3 months of explicit float

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 23 Schedule Now Main Production Period: ~ 8 months of explicit float

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 24 Re: Cost Committee Report, Section 4: Cost Recommendations to US CMS Silicon : 1)Re-evaluate the cost of infrastructure (special environment control, burn-in stations), and engineering for ramp-up time. 2)Transfer the cost of an additional K&S 8090 purchase from contingency to the base estimate. 3)Contingency percentage should be calculated based on the Total Base Cost estimate rather than on the Total Base Cost for US CMS.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 25 Costs At Review (FY00$) 520k$ of this is covered by the original barter agreement between FNAL and Int’l CMS

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 26 Costs Now (FY00$) Price has risen 450k$. 520k$ of this is covered by the original barter agreement between FNAL and Int’l CMS

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 27 Contingency Contingency for labor remains a healthy 56%

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 28 Re: Availability of Resources Committee Report, Section 5: Availability of Resources Recommendations to US CMS Silicon : 1)The US CMS silicon project managers should work with CMS and with their own project plans to try and utilize the currently projected excess of available technicians at SiDet in FY01. Response It is not possible to advance the production of modules. However, Engineering of the burn-in stand, test boxes, dummy rods, transport boxes will start as soon as we are base-lined: These will require FNAL technician manpower for assembly in FY01. We will soon setup the first gantry. We will manufacture the frames for mechanical modules production. We may manufacture the frames for the first 80 TOB prototype modules. The production of the first 80 modules will require technicians for assembly, inspection, wirebonding, and testing. We are working with INFN Pisa to advance the schedule for production of the TIB cylinders. NEW

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 29 Action Items Action Items for the US CMS Project: 1)Develop a schedule based on reasonable but aggressive production rate assumptions and based on a realistic parts delivery schedule which shows explicit schedule contingency and schedule float. 2)Respond to the recommendations of this review by November 1, 2000 so that the project can be baselined Response 1.We have developed a new schedule exactly as recommended. 2.We have submitted our responses to the committee recommendations on November 1, 2000.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 30 Action Item for FNAL Action Item for the Fermilab Management: 1)Assure that there is a cohesive plan for the management, design leadership and fabrication of both the CMS silicon tracker and the Run IIb silicon upgrades for CDF and D0. Work with US/CMS silicon tracker managers and the CDF/D0 leadership to establish a plan of bow both sets of projects (CMS and Run IIb upgrades) will be accomplished.

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 31 Comment on Run 2b “The CMS silicon project managers have recently led CDF and D0 Run 2b silicon study groups. Our exposure to … CMS … enabled us to provide important new concepts to the Run 2b effort... We will carefully consider the roles we can play in the Run 2b projects …after taking into account all of our existing commitments. Many of the scientific personnel of the CMS silicon tracker group have interests in the Run 2b silicon projects. This is driven by physics interests... This situation is not unusual in our field. We have made every possible effort to ensure a positive synergy between these dual interests… We will make every effort to plan our activities such that we can use our expertise, manpower, and equipment in the most efficient ways, and to the benefit of both the Tevatron and LHC programs.”

US CMS Silicon Tracker – PAC Meeting – FNAL - Nov 3, Incandela 32 Conclusions We have been reviewed CMS needs us to build this outer tracker and we need to get started We have prepared a good project plan with truly excellent and effective groups We have responded to all of the review committee recommendations A good project is now an even better one We’re ready to go! It’s time to be base-lined!