1. A U.S. Department of Energy Office of Science Laboratory Operated by The University of Chicago Argonne National Laboratory Office of Science U.S. Department of Energy The LCLS Undulator System Overview Stephen Milton LCLS Undulator Review March 3 -> 4, 2004

2. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 2 Charge to Committee The Primary Focus of this Review -Review and evaluate the complete undulator system design. - Is the maturity of the design known to the level of detail to justify setting the cost and schedule performance baseline at this time? - Identify any open design issues that should be addressed prior to setting the baseline. -Is the management team adequately structured for completing the LCLS design? - Are there adequate resources and of the correct skill type to meet the needs of the project? - Is the project progressing adequately?

3. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 3 Additional Expert Eyes -We are looking for your expertise to provide additional guidance and oversight to the undulator system. This would include suggestions ranging from management structure to technical items to cost and schedule planning.

4. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 4 Why this Review Now? Originally Slated for November 2003 -We were not ready then. There were too many open issues. - Details of the parameter choice for the undulator - Details of the diagnostics and commissioning plan Instead we did this following -Parameters workshop (Oct. 03) -Reviewed the undulator magnet (Nov. 03) -Diagnostics commissioning workshop (Jan. 04) -Worked liked crazy on the Cost/Schedule Now preparing for -External Independent Review (April/May 04) - Baselining of the Cost and Schedule

5. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 5 Past DOE Reviews: CD1 and CD2a Manufacturing Concerns, Materials, Tolerances, etc. -1 st prototype report provides summary -No known show stoppers Procurement strategies and QA ANL Management Backing BPM tests -Funding not sufficient to meet Sept 04 deadline Dedicated experienced team for procurement -Established -QA plan not yet in place (Required for CD-2b acceptance) Costing issues -Changes in costs between CD1 and CD2a are understood -ANL will make the major procurements

6. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 6 Past DOE Reviews: CD1 and CD2a Schedule -Understood, but will be tight along the undulator path Staff vs. Funding -Allocated $1.4M -Trimmed number of FTE to ~8 by moving some PED work into FY05 -FY05 rapid increase in staffing has support of ANL management Organization -Matrixing between SLAC and ANL has been implemented, but not completely formalized Procurement options for LLP and Undulator Assemblies -Still being studied in depth for optimization and fit to BA -Will organize a separate review of this activity before release

7. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 7 Past Reviews: Undulator Magnet (Nov 03) Phase Adjusters -Additional studies have been performed; however, -at present we have decided not to implement them Comb Shunt -Only minor additional work was done on this. -We have decided not to implement it. (too complex). Canted Jaws -We have tested and decided to use this idea. - Thank You Undulator Committee and Especially J. Pflueger Sm 2 CO 17 Advantage? -Not as much of an advantage as previously thought -Too many open issues. Not enough time and money -APS to pursue this on their own

8. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 8 Past Reviews: Undulator Magnet (Nov 03) Thermal Control -Stringent requirements built into tunnel for support stability 2 nd Prototype -Will not be built -Focus is now on 1 st article acquisition Production/Procurement Plans -We are starting to work through these details. -A formalized risk assessment of the varios options has not yet been performed.

9. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 9 Past Workshops (Project Agreement Meetings) Parameters Meeting (October 03) -Purpose was to fix both K and lambdaU -Results - K decreased slightly to accommodate slightly lower electron beam energy (14.1 GeV vs. 14.35 GeV) Diagnostics/Commissioning Meeting (Jan 04) -Purpose was to establish a commissioning plan based on an achievable set of diagnostics -Results - There will not be any intraundulator x-ray diagnostics. - We will rely on end-of-undulator diagnostics for x-ray characterization plus a roll away undulator option - Even these are difficult and still under study

10. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 10 Brief LCLS Overview Undulator Systems WBS 1.4

11. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 11 Undulator Hall Layout

12. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 12 UCLA LCLS Project Engineering and Design Organization 2004 Present Relationship within LCLS

13. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 13 Laboratory Relationship and L3 Organization APS J.M. Gibson Assoc. Lab. Director LCLS Undulator S. Milton Project Director LCLS Project J. Galayda Project Director Accel. Systems. Div. R. Gerig Division Director Exp. Facilities Div. E. Gluskin Division Director APS Operations Div. W. Ruzicka Division Director D. Walters Vacuum/Diagnostics CAM M. White Magnet Systems CAM J. Stein Controls CAM

14. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 14 LCLS Undulator System PED Org. (Present) This is not a complete list as we have drawn heavily from others within ANL and SLAC, but at a lower fraction than those listed S. Milton LCLS Undulator Sys. F. Coose, Project Analyst F. Clark, PMCS D. Walters Vacuum/Diagnostics CAM M. White Magnet Systems CAM J. Stein Controls CAM SLAC/AIM J. Chan PMCS Manager J. Bailey, ME (NE) S.H. Lee, ME B.X. Yang, Phy I. Vasserman, Phy R. Dejus, Phy E. Traktenberg, ME G. Lawrence, ME E. Moog, Phy SLAC R. Ruland Mag. Meas. Fac. J. Welch Fixed Support Interfaces Contract B. Delesio ANL Indirect Support As needed

15. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 15 Schedule and Cost Creation Level of Effort -The LCLS undulator team has devoted most of its effort over the last 6 months towards the generation of an integrated cost and schedule Methodology -Start from CD1 estimates -Refine and create logic in MSProject -Transfer to P3 (Primavera Project Planner) - Use P3 experts to get under control: F. Clark (ANL), J. Chan (AIM/SLAC) S. Thompson (CH2M Hill Consultant) -Twice weekly scrubbing with SLAC via Netmeeting

16. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 16 Effort and Cost Profile Additional Scrubbing will be done prior to the EIR to further refine our numbers. PED, Construction, and OPC Included

17. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 17 Schedule and Cost Issues Expected very rapid buildup in force -Murray Gibson has already been made aware of this and is ready to work with us to ensure adequate resources are made available - Continues to stress that LCLS is a Top Priority of the APS -Have already enlisted additional engineering support for this year - Will be working on procurement packages as well as technical issues so that when the money arrives we are ready to go Tight Scheduling due to FY boundary issues -Work continues on developing solid procurement strategies

18. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 18 Major Events/Milestones Long Lead Procurements -Must be “out the door” Oct/Nov 2004 Construction of Undulators -Would like 1 st article delivery in FY05 to ease the schedule -Must have assembly started beginning of FY06 (when construction funds arrive) Magnet Measurement Facility -Need to get a magnet to them soon (by end of calendar year) to begin initial controls integration 33 rd Magnet Arrives -March 07 July 07 -Expect undulator system installation complete

19. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 19 Undulator Assembly Schematic

20. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 20 Short Break Assembly

21. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 21 Long Break Schematic

22. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 22 Entrance Section Schematic

23. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 23 Exit Section Schematic

24. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 24 Support Interface

25. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 25 Interface to Conventional Facilities ANL provides to SLAC CF (David Saenz) input per request

26. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 26 Magnet Measurement Facility MMF is a SLAC Responsibility with ANL in Consulting Role ANL Delivers Magnets to SLAC MMF SLAC Personnel Measure and Tune Magnets ANL/SLAC signoff on magnet and magnet becomes SLAC’s responsibility

27. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 27 Undulator How to set K -Shimming - 1 micron shims are not practical -End Phase control - Use unproven expensive piezo drives - Might be useful to compensate temperature changes -Back pole “comb” shunts - Complex mechanics -Canted poles - Simple to implement - Some issues with coupling to trajectory

28. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 28 Recent Highlights: K Setpoint--Canted Poles Average K Value Set by the horizontal location Has the additional possibility of adding a small amount of tapering in the future See Isaac’s talk for measurement results

29. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 29 Recent Highlights: No Intraundulator X-ray Diagnostics Due to power density issues these we determined to be very high risk if left as a required diagnostics -Relegated to an R&D topic Will use an end-of-undulator diagnostics scheme instead -See talks by Bingxin and Heinz-Dieter

30. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 30 Issues: Undulator Stability over time -Temperature is very critical - See Jim’s talk What moves and what does not move -BBA requires accurate control over the quad position. -The quad position must be held accurately relative to the undulator. This is particularly true in the vertical direction. -Moving the undulator/quad assembly to micro levels is very challenging Tight Schedule -Trying to come up “clean” procurement strategies - See Marion’s talk

31. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 31 Roll Away Undulators Horizontal Version Conceptual Diagram

32. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 32 Roll Away Undulators Vertical Version Conceptual Diagram

33. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 33 Issues: Vacuum Surface roughness -Definition -Achieving - See Dean and Soon-Hong’s talks

34. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 34 Issues: Diagnostics X-ray diagnostics -How will they work on the end -The need for roll away undulators - See Bingxin’s and Heinz-Dieter’s talks

35. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 35 Issues: Controls Various interfaces to SLAC -EPICS -> SLAC interface -Timing interface - See J. Stein’s talk

36. LCLS Undulator System Review: March 3->4 2004 ANL Pioneering Science and Technology Office of Science U.S. Department of Energy 36 Conclusion With respect to the present status of this project are we positioned correctly? -Have we fleshed out the scope well enough and is it well enough understood to have the basis for a credible cost and schedule (typical contingencies implied)? -Organizationally are we credible? Are there items in the scope that you view as a major risk? Have we forgotten anything?