Memorandum of Understanding
between
The University of Michigan
and
U.S. ATLAS Collaboration
Project Management
at Brookhaven National Laboratory
for WBS 1.5 Muon System
April 6, 1998
1. Introduction
This Memorandum of Understanding describes the collaboration by members of the
University of Michigan in the ATLAS Project in the United States. The purpose of this
collaboration is the design, fabrication, operation and scientific exploitation of the ATLAS
Detector. The detector is described in the ATLAS Technical Proposal, December 15,
1994, the Technical Design Reports, and subsequent technical documents elaborating that
design. The contribution of the U.S. ATLAS Collaboration to the ATLAS Detector Project
was first described in the U.S. ATLAS Proposal, September 1996 and in the U.S. ATLAS
Project Management Plan (PMP), U.S. ATLAS Document 97-7.
It is understood that successful collaboration in construction and operation of the ATLAS
detector requires implementation of a clear management plan for ATLAS. In the U.S., the
U.S. ATLAS Project Management Plan is the basis for meeting this requirement and is
accepted as part of this memorandum. The U.S. ATLAS project management
infrastructure (U.S. ATLAS Project Office) resides at Brookhaven National Laboratory, and
the responsibility for U.S. ATLAS project management resides in the U.S. ATLAS Project
Manager (PM), reporting to the BNL Associate Director for High Energy and Nuclear
Physics and to the Joint Oversight Group of the DOE and NSF. This work is in accord with
the Memorandum of Understanding for the construction of the ATLAS Experiment between
CERN and the Institutions/Funding Agencies of the ATLAS collaboration which is under the
International Cooperation Agreement between CERN and the U.S. Department of Energy
and the U.S. National Science Foundation concerning Scientific and Technical cooperation
on Large Hadron Collider Activities (1997) and the Experiments protocol.
This Memorandum of Understanding describes the anticipated funding from the DOE
and/or NSF, together with the long-term contributions of the University of Michigan to the
design, construction and operation of the ATLAS Detector. It is understood that the
anticipated contributions of the University of Michigan may later be modified or that
additional responsibilities may be added to those described here.
An annual Statement of Work will detail the contributions of the University of Michigan as
the detector construction proceeds and will contain the specific activities, deliverables and
funding required. The normal period of performance will be the U.S. fiscal year (October 1-
September 30). It is understood that shortfalls in funding will result in reduced deliverables.
This Memorandum of Understanding is made between the University of Michigan and U.S.
ATLAS Project Manager (PM). It does not constitute a legal contractual obligation on the
part of either of the parties. It reflects an arrangement that is currently satisfactory to the
parties involved. The parties agree to negotiate amendments to this memorandum as
required to meet the evolving requirements of the ATLAS research and development and
detector construction program.
2. Personnel
2.1. List of Scientific Personnel
Participating scientists committed to ATLAS over the full project period are expected to
be:
Name ATLAS Fraction Other Research Commitments/Comments
Homer Neal 80% D0
Jay Chapman 60% CDF Muon Trigger/DoE Project Director
Jianming Qian 35% D0 Preshower Detector Development
Greg Tarle 33% HEAT/MACRO
Myron Campbell 40% CDF Trigger and TDC
Robert Ball 40% Electronics/Computing
2.2. Institutional Collaboration Board Representative
Homer Neal is the representative of the University of Michigan on the U.S. ATLAS
Institutional Board.
2.3. List of Technical Personnel
Participating technical staff members foreseen to participate over the full project period
are:
Engineers
Name ATLAS Fraction Source of Support
John Mann 50% DoE Base Grant
Designers
Name ATLAS Fraction Source of Support
Ed Diehl 100% DoE/University/ATLAS
Technicians
Name ATLAS Fraction Source of Support
Helmut Schick 80% DoE/ATLAS
2.4. Other Key Personnel
The Environment, Safety and Health officer for the University of responsible for overseeing
the compliance with applicable ES&H policies associated with ATLAS participation by this
institution is John Vidolich of the University of Michigan. The Quality Assurance officer for
the University of Michigan currently responsible for QA compliance of tasks performed by
this institution is Ed Diehl of the University of Michigan.
3. Design, Prototype, Production and Installation
Responsibilities
3.1. Design, Prototype and Production Responsibilities
3.1.1 Deliverables
The University of Michigan will carry out the following list of detector design, prototype,
fabrication, and installation tasks:
MDT Chambers WBS 1.5.1
WBS (L5) Item
1.5.1.1.3 MDT Chamber Assembly
1.5.1.2.1 Tube Assembly Station
1.5.1.2.2 Tube Test Station
1.5.1.2.3 Chamber Assembly Station
1.5.1.2.4 Chamber Test Station
1.5.1.2.5 Handling/Transport Fixture
1.5.1.2.6 General Equipment
1.5.1.3.3 MDT Prototypes
1.5.1.4.X MDT Drift Tubes (EEL2, EML3, EML4, EML5, EMS5)
1.5.1.5.3 Checkout at CERN
The University of Michigan will provide a design for the MDT Tube Assembly Station,
develop a prototype and certify it. The endplug to be used is the base line endplug
developed at the University of Pavia who will define the procurement procedure and
delivery schedule.
The University of Michigan will build one Chamber 0 of type to be specified and 80
production chambers (16 each of type EEL2, EML3, EML4, EML5, and EMS5). The
University of Michigan will test the completed chambers, ship the production chambers to
CERN and install them on the detector. ATLAS will supply the drift tube endplugs and the
BMC will provide the on-chamber alignment components. The drift tube material will be
procured jointly with other ATLAS institutions.
MDT Electronics WBS 1.5.3.1 & 1.5.3.2
WBS (L5) Item
1.5.3.1 MDT Electronics
1.5.3.1.1 On Chamber Electronics Design
1.5.3.1.2 Readout Architecture
1.5.3.1.4 Test Station Design
1.5.3.2 Electronics for Prototypes
1.5.3.3.1 On Chamber Electronics Production
1.5.6.2.3 DAQ Readout
The University of Michigan, in collaboration with the BMC and the barrel muon groups will
provide components of the front-end electronics in accord with the agreed upon design of
the Muon system. The University of Michigan, in collaboration with CERN electronics
group, will develop TDC testing facilities and coordinate the assembly and testing of the
prototype front-end electronics to the level of 10K channels.
Total project funds (base cost without contingency) required from DOE is approximately
$2,798,000 (see MOU Report from ACCESS in Appendix I).
3.1.2 Installation and Commissioning
The University of Michigan will participate in the installation and commissioning of the MDT
chambers and front-end electronics associated with those chambers.
3.2. Coordination and Reporting
The U.S. ATLAS Subsystem Manager for the Muon Subsystem is Venetios Polychronakos
of Brookhaven National Laboratory. The institutional contact person for Muon activities at
the University of Michigan is Homer Neal. The task managers for activities carried out at
the University of Michigan are as follows:
Name WBS and Task
Ed Diehl 1.5.2 MDT Supports
Greg Tarle 1.5.1 MDT Chamber Assembly
Jay Chapman 1.5.3.1 MDT electronics
Ed Diehl 1.5.1 MDT tube assembly
The progress of the design, fabrication, and testing of these components will be reported
by the above-named institutional contact person on a monthly basis, by WBS element to L5
in detail, to the U.S. ATLAS Subsystem Manager, who in turn will report subsystem
progress to the U.S. ATLAS PM. All status reports will be assembled and made public to
the U.S. ATLAS collaboration.
Technical reporting to ATLAS project management will be coordinated by the U.S. ATLAS
Subsystem Management Coordinator. Financial reporting by L5 WBS element will be
made to the U.S. ATLAS Project Office. Financial reporting to ATLAS will be made by the
U.S. ATLAS PM.
3.3. Collaboration with Other Groups and Institutions
Design, construction and installation related to the Muon subsystem will be carried out in
close communication and collaboration with other groups working on Muon subsystem.
WBS / Task Collaboration Group Responsibility with University of Michigan
1.5 BNL Forward Muon System
1.5.1 U of Washington MDT Chambers
1.5.1 BMC MDT Chambers
1.5.6 MPI, Munich Forward Alignment System
1.5.6 NIKHEF, Amsterdam Forward Alignment System
1.5.6 SACLAY, Paris Forward Alignment System
1.5.x.1 BMC MDT Electronics
1.5.3.x.1.2 KEK Mezzanine Cards
1.5.3.x.1.2 BMC Mezzanine Cards
1.5.3.x.1.2 NIKHEF, Amsterdam NIMROD DAQ Readout Units
4. Contribution of Effort, Services and Facilities
4.1. Effort
Subject to adequate base program funding by DOE, the University of Michigan will provide
support for the scientific and technical personnel as indicated in section 2.
4.2. Services
The services of the University of Michigan Purchasing, Expediting, and Receiving
Departments and the Administrative Staff will be available to the ATLAS project to the
degree required to carry out the responsibilities of the University of Michigan.
4.3. Facilities and Equipment
The following University of Michigan facilities and equipment will be made available to the
ATLAS project to the degree necessary to carry out the design and fabrication
responsibilities of the group. Machine Shop, clean rooms, high bay area in the machine
shop of the physics building that has access to the loading dock. In addition, for
electronics development the High Energy Physics Electronics Shop, CAD systems, and
electronics instrumentation will be made available. These facilities will be available to the
end of the construction period 2005.
4.4. Operating Costs
The University of Michigan, subject to adequate base program funding from DOE, will
support the normal research operating expenses (such as physicists' salaries, travel
expenses, miscellaneous supplies, administrative support, etc.) of the University of
Michigan group working on the ATLAS project. These normal operating expenses are not
considered as part of the ATLAS detector cost estimate. The reference ATLAS costs are
expected to be derived from additional supplemental funding.
5. Administration
5.l. Method of Funding Transfers and Purchasing
The expenditures by University of Michigan are to be covered by funds provided by DOE,
upon the allocation decision of the U.S. ATLAS PM. Funds to cover work described in this
document will be provided directly to the University of Michigan by DOE.
5.2. Procurement Authorization
Major procurements (currently $100k) must have the written authorization of the U.S.
ATLAS PM. Items purchased as ATLAS Common Project items must be explicitly
authorized by the U.S. ATLAS PM and approved by the ATLAS Resource Review Board,
regardless of the cost.
The list of such procurements by the University of Michigan are:
Granite table for chamber assembly. ($100K)
5.3. Reporting to U.S. ATLAS Project Management
All reporting to ATLAS project management will be in accordance with the procedures
defined in U.S. ATLAS Project Management Plan.
The University of Michigan will report all ATLAS related expenditures, labor charges, and
travel together with associated technical progress in each item of work by Work
Breakdown Structure (WBS) category (Level 5) on a monthly basis to the U.S. ATLAS
Project Office the expenditure of U.S. ATLAS Project funds related to detector fabrication,
including labor charges and travel.
5.4. Component Ownership
All equipment items bought or fabricated using DOE or NSF funds will be properly marked
as the property of DOE or NSF. Any other equipment furnished by the University of
Michigan as part of the detector will remain University of Michigan property. In either case,
the equipment will remain part of the ATLAS detector until it is dismantled or the detector
element in question is replaced.
6. General Considerations
6.1. Safety and Engineering Practices
The experimenters from the University of Michigan agree to familiarize themselves with
DOE and NSF safety policies and to adhere to them. All detector components must be
designed, fabricated, installed and operated in conformity with the University of Michigan,
DOE, NSF, and CERN safety policies and practices as well as University of Michigan,
DOE, NSF, and CERN engineering standards. Copies of the necessary standards will be
provided by the U.S. ATLAS Project Office. All engineering, design, quality assurance,
safety, and other activities shall be in compliance with ISO standards. All major
components will undergo appropriate design, safety, and engineering reviews with
oversight by the U.S. ATLAS Project Office.
6.2. Operations
The University of Michigan agrees to maintain, to the best of its ability, equipment provided
for the ATLAS detector as long as the University of Michigan is a member of the ATLAS
collaboration.
7. Schedules and Milestones
The University of Michigan will make every effort to carry out their institutional
responsibilities consistent with the schedule for the fabrication of the ATLAS detector.
These schedules may have to be changed as the project progresses. Changes that affect
the University of Michigan will be noted in Amendments to this Memorandum.
7.1. Design, Fabrication and Installation Milestones
The key milestones relevant to the University of Michigan are listed here:
Key Milestones Baseline
Date
Current Date
WBS 1.5.1
Decision on Central Locator 10-98 10-98
Tube Assembly Station Complete 1-99 1-99
Prototype Chamber Assembly Station Complete 4-99 4-99
Finish chamber 0 6-99 6-99
Approval of Production Start 11-99 11-99
Start MDT production line 1-00 1-00
Fabrication of Chambers Complete 9-03 9-03
Installation of Chambers Complete 12-04 12-04
WBS 1.5.3
Test Readout Prototype for Module 0 12-98 12-98
Readout Architecture Design 12-98 12-98
Test Station Design with “ATLAS” Electronics 9-99 9-99
Electronics for Prototypes with “ATLAS” Electronics 1-00 1-00
On Chamber Electronics Production Complete 5-04 5-04
WBS 1.5.6
DAQ Readout for Test Station 3-00 3-00
8. Makers and Concurrence
The following persons concur in the terms of this Memorandum of Understanding. These
terms will be updated as appropriate in Amendments to this Memorandum.
Makers of this Memorandum:
William J. Willis date Ctirad Uher date
U.S. ATLAS Project Manager Physics Department Head
University of Michigan
Venetios Polychronakos date Homer A. Neal date
U.S. Subsystem Manager Institution Representative
Muon Subsystem University of Michigan
Thomas B.W. Kirk date Anthony H. Francis date
Associate Director Associate Dean for Research
Brookhaven National Laboratory College of Literature, Science, and Arts
University of Michigan
U.S. ATLAS
MOU Summary
Funding All 2/28/98 6:11:14 AM
Institutions U. of Michigan
Base Mat. Labor
Total Mat. Base Labor Labor Base
WBS Cost Mat. Proj. + Inf. Proj. Proj + Inf.
Number Description Proj. (k$) (k$) (FTE) (FTE)
1.5 MDT Chambers 2798 1555 1555 0 1243 33.1 2.9
1.5.1 MDT Chambers 2638 1532 1532 0 1106 29.6 1.9
1.5.1.1 Mech. Design & 88 12 12 0 75 1.4 0.0
1.5.1.1.3 MDT Chambers 88 12 12 0 75 1.4 0.0
1.5.1.1.3.5 UM MDT Chambers 88 12 12 0 75 1.4 0.0
1.5.1.2 Tooling 576 469 469 0 107 2.2 0.0
1.5.1.2.1 Tube Assy Station 66 38 38 0 28 0.7 0.0
1.5.1.2.1.3 UM Tube Assy Station 66 38 38 0 28 0.7 0.0
1.5.1.2.2 Tube Test Station 79 63 63 0 16 0.3 0.0
1.5.1.2.2.3 UM Tube Test Station 79 63 63 0 16 0.3 0.0
1.5.1.2.3 Chamber Assy Station 293 230 230 0 63 1.2 0.0
1.5.1.2.3.3 UM Chamber Assy Station 293 230 230 0 63 1.2 0.0
1.5.1.2.4 Chamber Test Station 72 72 72 0 0 0.0 0.0
1.5.1.2.4.3 UM Chamber Test Station 72 72 72 0 0 0.0 0.0
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Base Mat. Labor
Total Mat. Base Labor Labor Base
WBS Cost Mat. Proj. + Inf. Proj. Proj + Inf.
Number Description Proj. (k$) (k$) (FTE) (FTE)
1.5.1.2.5 Handling/Transport Fix. 26 26 26 0 0 0.0 0.0
1.5.1.2.5.3 UM Handling/Trans. Fix. 26 26 26 0 0 0.0 0.0
1.5.1.2.6 General Equipment 41 41 41 0 0 0.0 0.0
1.5.1.2.6.3 UM General Equipment 41 41 41 0 0 0.0 0.0
1.5.1.3 MDT Prototypes 71 32 32 0 40 1.1 0.0
1.5.1.3.3 UM MDT Prototypes 71 32 32 0 40 1.1 0.0
1.5.1.4 MDT Construction 1811 986 986 0 825 24.0 1.4
1.5.1.4.1 MDT Drift Tubes 834 544 544 0 290 9.9 1.4
1.5.1.4.1.3 UM Tube Production 834 544 544 0 290 9.9 1.4
1.5.1.4.2 MDT Chamber Assembly 976 441 441 0 535 14.1 0.0
1.5.1.4.2.8 EEL2 202 87 87 0 114 3.0 0.0
1.5.1.4.2.15 EML3 191 87 87 0 104 2.7 0.0
1.5.1.4.2.16 EML4 191 87 87 0 104 2.7 0.0
1.5.1.4.2.17 EML5 203 93 93 0 110 2.9 0.0
1.5.1.4.2.20 EMS5 191 87 87 0 104 2.7 0.0
1.5.1.5 Installation @ CERN 92 33 33 0 59 1.0 0.5
1.5.1.5.3 Checkout 92 33 33 0 59 1.0 0.5
1.5.3 MDT Electronics 160 23 23 0 138 3.5 1.0
1.5.3.1 Electronics Design 160 23 23 0 138 3.5 1.0
1.5.3.1.2 Readout Architecture 160 23 23 0 138 3.5 1.0
1.5.3.1.2.2 Off-chamber Architecture 160 23 23 0 138 3.5 1.0
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