Collimating the WIYN Telescope

DRB (dblanco@noao.edu) Last revised 1/30/96
Document number WODC 03-19
There are two documented procedures for collimating the WIYN
telescope: the first, described below, is the full procedure
starting from the installation of the primary mirror; the second
is a procedure for making minor routine adjustments to the
installed optics. This is described in the section "Routine collimation."

Full Collimation
Overview
This is a summary of the full-up optics installation procedure
for the WIYN telescope starting from the initial alignment of the
primary mirror cell (PMC) through installation of the secondary,
tertiary, and field corrector optics. This procedure was used for
the first installation of the telescope optics, and may need to
be repeated after major work on the telescope. Collimation
starts with the establishment of an auto-reflecting alignment
telescope (AT) on the tertiary rotator. This AT defines the line
of sight (LOS) of the primary mirror cell (PMC), and eventually
defines the LOS of the telescope. The PMC is initially
installed in an arbitrary orientation, and its alignment with
respect to the telescope axes is measured. Special shims are then
custom made, and the PMC is reinstalled with the new shims to
correct the orientation.
Once the PMC has been installed
true to the telescope axes, the secondary mirror is trammed onto
the LOS. The secondary then becomes the LOS reference and he AT
is moved to the one of the Nasmyth instrument rotators (NIR's)
where it is used to align the tertiary mirror. This alignment
should be sufficient to acquire a star on an acquisition camera
mounted on the NIR. The primary mirror is then tilted within its
cell to eliminate coma from the image. Further refinement to the
secondary tilt and centration can be done with feedback from the
extra-focal images (wavefront sensing).
Goals
The procedure has three major goals; first is to install the
primary mirror cell true to the telescope mechanical axes. The
second is to align all smaller optics to a common line of sight.
The final goal is to tip the primary in its cell so that it, too,
is aligned to the common line of sight. Sine the NIR's are
not adjustable it is impossible to achieve simultaneous
collimation of both optical branches of the telescope, so
compromises are inevitable. The initial installation of the
optics favored the MOS port optical path. Since this covers a one
degree field compared to the half degree field covered by the
WIYN port, the MOS port is more sensitive to image aberrations at
the edge of the field. This is only partly mitigated by a larger
image error allowance for the MOS optics.
Definitions
We define two vectors which are coincident with the two NIR axes;
the "MOS" and the "WIYN" vectors. In a perfect world these
vectors would coincide. During fabrication of the mount the
rotator axes were machined as accurately as possible, but
measurements have shown that the two axes are skewed to each
other by an angle of about 12 arcseconds. A third vector is
defined as the LOS of the telescope. This is defined by the
tertiary mirror rotator (TMR) axis.
We define a fourth
vector, the folded Cassegrain or FC vector, by two points, one on
the MOS vector midway between the flanges of the MOS and WIYN
NIR's, and a second point on the center of the folded Cassegrain
instrument bolt circle.
Acronym list
- AT = alignment telescope (the K&E)
- FC = Folded Cassegrain
- LOS = Line of Sight
- MOS = Multiple Object Spectrograph
- NIR = Nasmyth Instrument Rotator
- PMC = Primary Mirror Cell
- TMR = Tertiary Mirror Rotator
Procedure
The following is a brief description of the steps involved in the
procedure. At the start of the procedure the primary and tertiary
mirrors have been removed, and the telescope is zenith pointing.
Refer to separate documents for instructions on handling the
primary, secondary and tertiary mirrors.
- Mount an AT on the TMR and tram it onto the rotator
axis. See the section on primary mirror handling
document.
- Install the periscope fixture on the TMR and sight on a K&E
reflective target mounted on the MOS NIR. Rotate the MOS NIR and
tram the target onto the center of the NIR axis. In auto-reflect
mode, tram the target normal the NIR axis.
- Set the TMR
index pin to align the target with the AT in azimuth. Adjust the
periscope mirror in tilt and height to align the target
vertically. Iterate until the target is centered and the AT
auto-reflects.
DO NOT TOUCH THE PERISCOPE ADJUST SCREWS
AFTER THIS.
- Turn the TMR to face the WIYN port.
Tram a reflective target onto the center and normal to the NIR
bearing axis. Adjust the TMR index stop to line up the AT on the
target in azimuth. Measure the vertical angular deviation.
- Turn the TMR to face the FC port. Sight on wire
cross wires strung across the FC bolt circle. Set
the TMR stop to align the AT to the target in azimuth. Measure
the vertical angular deviation.
- Calculate new shim
thicknesses based on the measurements. Lower the primary mirror
cell and install the new shims.
- Sight on the MOS port
and focus on the target. Measure the horizontal linear
displacement of the target.
- Repeat for the other two
targets.
- Use the measurements to center the cell.
- Replace and readjust the folding flat height and tilt to
auto-reflect off the MOS target. Rotate the TMR to check all
measurements.
- Remove the folding flat, point the
telescope at horizon, and sight on the secondary cage. The cage
centration and orientation is determined by two points: one is a
pin hole drilled into the center of the cage at the top; the
second is found by stringing cross wires from the bolt circle at
the lower end of the cage.
- Adjust the spider vane
turnbuckles to tram the cage onto the LOS. Simultaneously, these
two conditions have to be met:
- The tension in the
spider vanes must be kept equal. To do this, alternately loosen
one turnbuckle while tightening another so that there is no net
change to the vane tensions. The vane tensions can be checked
periodically by "ringing" the vanes (whacking them with a rubber
mallet) and listening to the pitch. [This takes someone with a
good ear, but turns out to be a very effective technique].
- The distance from the top of the tertiary rotator flange to
the bottom of the secondary cage cross plate must be 179.16 +/-
.03". Check this periodically by stringing a tape scale between
the two surfaces.
- Once the cage is aligned, install the secondary mirror.
Refer to the secondary mirror
handling document.
- Install the tertiary mirror. Refer to the tertiary mirror handling document.
The procedure for aligning the secondary and tertiary mirrors
is described in the next section title Routine Collimation.

Routine Collimation
This is a summary of the collimation procedure for the WIYN
telescope. This routine procedure assumes that the primary mirror
cell is properly aligned and centered on the telescope. If there
is some doubt about the primary mirror cell alignment, then it
may be necessary to perform a full-up
alignment and telescope collimation.
Overview
Routine collimation involves tramming the smaller optics -
secondary and tertiary mirrors - onto the line of sight (LOS) of
the zenith-pointing telescope. Once these are aligned, the primary is aligned to
the same LOS. In a nutshell the steps are:
- Establish the line of sight (LOS) of the telescope.
- Orient the secondary mirror so that the surface at vertex is
normal to the LOS.
- Center the secondary mirror vertex on the LOS.
-
Establish the axis of the instrument rotator.
- Orient the tertiary mirror to fold the LOS onto the rotator
axis.
- Finally, acquire a star and tip the primary to eliminate
coma.
Acronym list
- AT = alignment telescope (preferably the K&E)
- LOS = Line of Sight
- MOS = Multiple Object Spectrograph
- NIR = Nasmyth Instrument Rotator
- PMC = Primary Mirror Cell
- TMR = Tertiary Mirror Rotator
Procedure for Routine Collimation.
Establish the line of sight (LOS) of the telescope
The
LOS of the telescope is defined to be the tertiary rotator axis.
To establish this LOS mount a K&E auto-reflecting telescope on
the tertiary rotator axis pointing towards the secondary mirror.
To do this, any Cassegrain instrument and reimaging optics must
be removed.
Equipment:
- K&E auto-reflecting alignment scope (AT)
- K&E reticle illuminator
- right angle eye piece
- Scope mounting fixture
- Set the telescope at zenith, open the mirror covers, and set
the tertiary fold to "removed".
- Install the K&E scope
mount fixture on the tertiary rotator (it registers onto three
tooling balls pressed into the top plate of the rotator).
- Install the clamps to hold the fixture in place.
- Sight through the scope and adjust the scope until the
secondary alignment cross mark is in the field of view.
- Center the K&E scope on the rotator axis. For more detail on
this procedure see
The K&E scope now defines the telescope LOS.
Orient the secondary mirror so that the surface at vertex is
normal to the LOS
For this procedure the control system
must be running. For
instructions on how to start the control system and tilt the
secondary see LTO
Documentation.
- Initialize the secondary.
- Adjust the focus of the scope to retro-reflect off the
secondary mirror.
- Using the control system, tilt the
secondary mirror so that the scope auto-reflects.
- Focus
on the surface of the secondary and note the position of the
secondary cross mark using the scope dials.
Translate the secondary mirror to place its vertex on the LOS
- Move the telescope to horizon pointing.
- Use a ladder to gain access to the K&E scope.
- Sight on the secondary mirror cross mark and note the new (X,Y)
positions.
- calculate new X & Y values from:
X(new) = X(horizon) - X(zenith) and;
Y(new) = Y(horizon) - Y(zenith)
- Set the scope cross hair to the new (X,Y) values.
We'll now translate the secondary to place the cross mark on
the scope cross hair.
- Use a 1/4" Allen wrench to loosen the clamp plate at the
back of the secondary mirror
cell (8 5/16 socket head cap screws). Do not remove.
- Loosen the cam side-clamps (3/16" Allen) and adjust two centration cams located near the hub at the
center of the cell (use a 1/2" open end wrench). Opposite the cams are two dial indicators to
measure the centration. Be sure to mark down the
positions recorded on the indicators before and after moving the secondary.

View of secondary mirror cell from the back.
The lateral adjust cams are just below the center
hub; the dial indicators are just above the center
hub.
- Once the secondary has been centered, tighten the clamp
plate and the cam clamp screws.
The secondary mirror is now centered on the LOS,
however the tilts required in the next stage of collimation may
decenter the secondary slightly making it necessary to iterate
this procedure.
- Point the telescope to zenith, set the scope cross hair to
zero, and check the secondary centration.
- Set the focus to auto-reflect and adjust the secondary tilt
as needed. Iterate the centration and tilt until all converges.
Establish the axis of the instrument rotator
In this procedure we'll move the K&E scope to a mounting fixture
on the WIYN Nasmyth Instrument Rotator (NIR). The centering
procedure is identical to that used for establishing the LOS. See
Once the scope is
centered on the NIR axis, we move on to...
Orient the tertiary mirror to fold the LOS onto the NIR
axis
The tertiary mirror is held onto the telescope in a
kinematic style mounting. At the back of the mirror are three
screws fitted with jam bolts. These provide a three point
adjustment for the tertiary mirror.
- Turn the tertiary rotator to the WIYN position, and point
the telescope so to horizon with the WIYN port over the lift.
- Adjust the focus of the scope until it auto-reflects.
- Adjust the tertiary mirror tilt until to center the scope
reflection.
While adjusting the orientation of the tertiary, it's best to
iteratively advance one screw while backing out another to keep
the surface of the mirror from advancing or retracting.
PRECAUTION: the tertiary assembly weighs about 300 lbs and is
held in place by only three screws! KEEP TWO SCREWS TIGHT AT ALL
TIMES.
This completes the small optics alignment. In the next
section we will use star light to align the primary mirror to the
same LOS established in the previous sections.
Tilting the Primary Mirror

- Point to a wavefront star as high as possible in elevation.
At least 80 degrees, 85 if possible.
- Measure the wavefront. Look at the coma terms Z7 and Z8.
The command to remove the terms is "active set axial X1 X2 X3"
where X1 X2 and X3 are computed the following way:
- Record the current LVDT values from the wiyn_page.
- Adding 0x0100 to X3 increases Z7 by 0.12 wave.
- Adding 0x0100 to X2 decreases Z8 by 0.12 wave.
- Once the new X2 and X3 are obtained, check they are
within the range (0x0300 < X < 0x0A00). If they are not add a
constant to X1, X2 and X3 to bring them all within the range.
- Once this is done, command "active set axial X1 X2
X3".
- Iterate until the wavefront measurements of Z7 and Z8 are
less than about 0.1 wave.
- The new values for the LVDTs can be set as default by
entering them in the file actGlobal.c.
- Recompile and reboot the system.

Centering an alignment telescope
Tramming an alignment telescope (AT) onto a rotating axis
is a five step process shown in these illustrations. At the start
the scope is mounted on the rotating axis and mechanically
centered by indicating on the scope barrel. There also must be a
target of some type in the field of view of the scope. This can
be any thing that provides a sharp point for positioning the
cross hairs. The target need not be on the rotation axis.
Step 1
With the rotator set to 0°, sight on the
target and measure its position with the scope X-Y dials. Note
the position. In this example X1 = -0.45 and Y1 = -0.35.

Step 2
Rotate the axis one half turn (180°) and measure the target
position again. In this example X2 = 0.15 and Y2=-0.45.

Step 3
Set the cross hair dials to half the difference
of the first two readings:
X = (X2-X1)/2
Y = (Y2-Y1)/2
In this example:
X = (-0.45 - 0.15)/2 = -0.30
Y = (-0.35 + 0.45)/2 = +0.05

Step 4
Tip or tilt the scope to move the target onto the cross hair.

Step 5
Turn the rotator back to 0° and check the reading. When the
scope is centered the target position measured with the rotator
at 0° has the same value but opposite sign the
position at 180°. This is because the target is not on the
rotator axis.

Repeat the steps to check the centration; correct as needed
until the scope is centered.

Return to WIYN Home
Page