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C. Rosset et al.: Planck-HFI: polarization calibrationThis estimator neglects the E − B mixing due to incomplete skycoverage (Lewis et al. 2002) andassumesacross-powerspectrumfor which noise bias is null (or if auto-spectra are used, thatthe noise bias has been previously removed) because their interactionwith the systematic effects introduced here are of secondorder.Using the previous relations, straightforward algebra leadsfrom Eq. (15)toitscounterpartinharmonicspace:∑ ∂ ˜C l∑ ∂ ˜C l∑ ∂ ˜C l∆ ˜C l = γ d + ɛ d + ω d∂γd d ∂ɛd d ∂ωd d∑+ 1 2+[ ∂2 ˜C l∂γd,d ′ d ∂γ d ′∂ 2 ˜C lω d ω d ′∂ω d ∂ω d ′∂2 ˜C lwhere, for e = γ, ɛ or ω,∂ClXY 1l∑⎡=⎢⎣ ∂aX∗ lm∂e 2l + 1 ∂e aY lm + aX∗ lmm=−l∂ 2 ClXY 1l∑⎡∂e∂e ′ =⎢⎣ ∂2 almX∗2l + 1 ∂e∂e ′ aY lm + ∂aX∗ lm∂em=−l+ ∂aX∗ lm∂a Y lm∂e ′ ∂eγ d γ d ′ + ɛ d ɛ d ′∂ɛ d ∂ɛ d ′], (18)+ aX∗ lm∂a Y ⎤lm⎥⎦ (19)∂e∂a Y lm∂e ′∂ 2 a Y lm⎤⎥⎦∂e∂e ′ · (20)We ignore cross-terms between different systematic parametersso the previous expressions are only applicable when all but oneof the parameters are set to zero. The cross-terms have beenchecked to be one order of magnitude below the direct terms.Note that we push the perturbative expansion to second order,since E-modes are much larger than B-modes and a second ordereffect on E-modes has an impact comparable to a first ordereffect on B-modes.5.3. Monte-Carlo simulationsWe have now everything in hand toperformthesemi-analyticalestimate of the polarization calibration systematic effects. Themethod can be described in 5 main steps:1. From the scanning strategy of the instrument, for each detectord, projectintoamap:cos2ψ, sin2ψ, cos2ψ sin 2ψ,and cos 2 2ψ.2. With these quantities, compute for each pixel of the map thefollowing 3 × 3matrices: [ ∑d ÃT d Ãd] −1,Λd ,anditsfirstandsecond derivatives.3. Use a simulated CMB sky s and Eq. (15)tocomputepartialderivatives ∂s/∂e (up to second order).4. Compute all cross-power spectra between s and its derivatives.5. Combine these results using gaussian random distributionsof γ d , ɛ d and ω d (with various rms σ) inEq.(18) toobtainthe final error on the angular power spectrum.The power spectra estimator used is a pseudo-C l estimator basedon the cross-power spectra algorithm (Tristram et al. 2005), extendedto polarization (Kogut et al. 2003; Grain et al. 2009). Thesemi-analytic method described in this section has been comparedto full Monte-Carlo simulations and gives results compatiblewith statistical expectations for the number of simulationsperformed.6. Application to Planck -HFI focal planeWe apply the method described in the previous section to thePlanck-HFI to set requirements on gain, polarization efficiencyand orientation. We simulated HEALPix (Górski et al. 2005)full-sky maps at a resolution of ∼3.5 arcmin(nside = 1024) sothat all pixels are seen and each pixel is uniformly sampled. Thisavoids the complications of estimating power spectra on a cutsky when allowing for the same conclusions, as our power spectrumestimator is not biased in the mean. The scanning strategythat we use is a realistic simulation of what Planck will actuallydo in a 14-month mission. The sky signal is pure CMB simulatedfrom the best ΛCDM fit to WMAP 5 years data (Dunkleyet al. 2009) withr = 0.05, supposing the CMB signal to bedominant over foregrounds residuals (at least for intensity andE-mode CMB signals).As described in Sect. 2,thePlanck scanning strategy and focalplane design do not allow the data from a single PSB pairto provide independent maps of the Stokes parameters. Here,we will use two PSB pairs calibrated in intensity and considersmall variations around their gain g d = 1, nominal angles α d ={0 ◦ , 90 ◦ , 45 ◦ , 135 ◦ } and nominal polarization efficiency ρ ′ d = 1(corresponding to perfect PSB).6.1. Error on Stokes parameter for HFIWe refer to Appendix A for the explicit form of the derivativeterms of the Stokes parameters. Here, we emphasizethe issues specific to HFI. In this case, Eq. (15) reads(see Eqs. (A.9)−(A.14))⎛∆ II ∆ IQ ∆ IU∆s = ⎜⎝∆ QI ∆ QQ ∆ QU⎞⎟⎠ s. (21)∆ UI ∆ UQ ∆ UUFor gain variations only, non-zero elements of the matrix aregiven for each pixel, to first order, by∆ g II = 1 4 (γ 1 + γ 2 + γ 3 + γ 4 ) (22)∆ g QI = 1 4 (γ 1 − γ 2 ) 〈cos 2ψ〉− 1 4 (γ 3 − γ 4 ) 〈sin 2ψ〉 (23)∆ g UI = 1 4 (γ 1 − γ 2 ) 〈sin 2ψ〉 + 1 4 (γ 3 − γ 4 ) 〈cos 2ψ〉 . (24)For polarization efficiency only, elements of the matrix are givenfor each pixel, to first order, by∆ ρ IQ = 1 4 (ɛ 1 − ɛ 2 ) 〈cos 2ψ〉− 1 4 (ɛ 3 − ɛ 4 ) 〈sin 2ψ〉 (25)∆ ρ IU = 1 4 (ɛ 1 − ɛ 2 ) 〈sin 2ψ〉 + 1 4 (ɛ 3 − ɛ 4 ) 〈cos 2ψ〉 (26)∆ ρ QQ = 1 2 (ɛ 1 + ɛ 2 ) 〈 cos 2 2ψ 〉 + 1 2 (ɛ 3 + ɛ 4 ) 〈 sin 2 2ψ 〉 (27)∆ ρ QU = 1 2 [(ɛ 1 + ɛ 2 ) − (ɛ 3 + ɛ 4 )] 〈cos 2ψ sin 2ψ〉 (28)∆ ρ UQ = 1 2 [(ɛ 1 + ɛ 2 ) − (ɛ 3 + ɛ 4 )] 〈cos 2ψ sin 2ψ〉 (29)∆ ρ UU = 1 2 (ɛ 1 + ɛ 2 ) 〈 sin 2 2ψ 〉 + 1 2 (ɛ 3 + ɛ 4 ) 〈 cos 2 2ψ 〉 . (30)Page 5 of 12

A&A 520, A13 (2010)In the case of orientation errors only, to first order,∆ α IQ = −1 2 (ω 1 − ω 2 ) 〈sin 2ψ〉− 1 2 (ω 3 − ω 4 ) 〈cos 2ψ〉 (31)∆ α IU = 1 2 (ω 1 − ω 2 ) 〈cos 2ψ〉− 1 2 (ω 3 − ω 4 ) 〈sin 2ψ〉 (32)∆ α QQ = − [(ω 1 + ω 2 ) − (ω 3 + ω 4 )] 〈cos 2ψ sin 2ψ〉 (33)∆ α QU = (ω 1 + ω 2 ) 〈 cos 2 2ψ 〉 + (ω 3 + ω 4 ) 〈 sin 2 2ψ 〉 (34)∆ α UQ = −(ω 1 + ω 2 ) 〈 sin 2 2ψ 〉 − (ω 3 + ω 4 ) 〈 cos 2 2ψ 〉 (35)∆ α UU = [(ω 1 + ω 2 ) − (ω 3 + ω 4 )] 〈cos 2ψ sin 2ψ〉 . (36)In these Eqs. (22)–(36), the average is over the samples fallinginto a given pixel. It depends only on the scanning strategy.Figure 2 shows the angle distribution on the sky for a realisticPlanck scanning strategy. Planck shows large inhomogeneitiesthat induce additional terms with respect to the case of a singlebolometer.Leakage from intensity to polarization. Erroron gain onlyproduces leakage from intensity to polarization (seeEq. (A.8)). This leakage is driven by the relative errors insidea given horn which indicates that an absolute error onthe gain (same for all detectors) will not produce any leakage.Neither polarization efficiency nor detector orientationerrors induce any leakage from I into polarization Q and U(see Eqs. (A.9)−(A.14)).Leakage from polarization to intensity. Bothpolarizationefficiencyand orientation error produce leakage from polarizationto intensity. It is driven by the difference of errors withinone horn and the relative weight of each horn depends on thedistribution of ψ (see Fig. 2).Polarization mixing. Polarizationcalibration parameters mixboth Q and U. ThismeansthattheyinduceleakagefromQto U through the term ∆ ρ QU(and from U to Q through theterm ∆ ρ UQ )butalsoaltertheamplitudeofpolarization(∆ρ QQand ∆ ρ UU 0). If we consider identical errors for eachdetector, we are in the limiting case where orientation errorinduces only leakage (Eqs. (34), (35)) and polarizationefficiency only changes the amplitude of polarization(Eqs. (27), (30)) as described by Eq. (16). In the case ofPlanck-HFI, and considering independent errors, none ofthese simplifications apply. In particular, different parameteraverages from one horn to the other induce both Q and Umixing and amplitude modification.6.2. Results for E and B-mode power spectraThe semi-analytical method described in Sect. 5 is able to propagateinstrumental errors up to the six CMB power spectra: TT,EE, BB, TE, TB and EB.Inthissection,wewillfocusonthe E and B-mode power spectra and discuss results obtainedfor Planck-HFI in case of absolute (Sect. 6.2.1)andrelativeuncertainties(Sect. 6.2.2). Other spectra (like TBand EB)thatarepredicted to be null for CMB signal, can be very useful in revealing“leakage” due to systematics. However, many systematic effectscan produce such leakage, which will make their separateidentification very complicated when using only these modes.6.2.1. Global error over the focal plane/calibrationon the skyAbsolute calibration of total power is done using the orbitaldipole that has the same electromagnetic spectrum as the CMBFig. 2. Amplitude of the various terms in Eqs. (22)−(36) describingthefocal plane angle distribution on the sky for a mock but realistic Planckscanning coverage (HEALPix maps at nside = 1024, Galactic coordinates).From top to bottom: |〈cos 2ψ〉|, |〈sin 2ψ〉|, |〈sin 4ψ〉|/2, 〈cos 2 2ψ〉.and is not degenerate with the underlying sky signal as its signchanges after 6 months of observation. From Eqs. (23)and(24),absolute error on the gain g will not produce any leakage in polarizationsignals:⎛ ⎞γ 00∆ g s = ⎜⎝000000⎟⎠ s for gain. (37)As far as polarization is concerned, we need a polarized sourceon the sky. The Crab nebulae, a supernova remnant, is a goodcandidate as it shows a large polarization emission in the Planck-HFI frequency bands. It has been observed in a wide rangePage 6 of 12

C. Rosset et al.: <strong>Planck</strong>-HFI: polarization calibrationThis estimator neglects the E − B mixing due to incomplete skycoverage (Lewis et al. 2002) andassumesacross-powerspectrumfor which noise bias is null (or if auto-spectra are used, thatthe noise bias has been previously removed) because their interactionwith the systematic effects introduced here are of secondorder.Using the previous relations, straightforward algebra leadsfrom Eq. (15)toitscounterpartinharmonicspace:∑ ∂ ˜C l∑ ∂ ˜C l∑ ∂ ˜C l∆ ˜C l = γ d + ɛ d + ω d∂γd d ∂ɛd d ∂ωd d∑+ 1 2+[ ∂2 ˜C l∂γd,d ′ d ∂γ d ′∂ 2 ˜C lω d ω d ′∂ω d ∂ω d ′∂2 ˜C lwhere, for e = γ, ɛ or ω,∂ClXY 1l∑⎡=⎢⎣ ∂aX∗ lm∂e 2l + 1 ∂e aY lm + aX∗ lmm=−l∂ 2 ClXY 1l∑⎡∂e∂e ′ =⎢⎣ ∂2 almX∗2l + 1 ∂e∂e ′ aY lm + ∂aX∗ lm∂em=−l+ ∂aX∗ lm∂a Y lm∂e ′ ∂eγ d γ d ′ + ɛ d ɛ d ′∂ɛ d ∂ɛ d ′], (18)+ aX∗ lm∂a Y ⎤lm⎥⎦ (19)∂e∂a Y lm∂e ′∂ 2 a Y lm⎤⎥⎦∂e∂e ′ · (20)We ignore cross-terms between different systematic parametersso the previous expressions are only applicable when all but oneof the parameters are set to zero. The cross-terms have beenchecked to be one order of magnitude below the direct terms.Note that we push the perturbative expansion to second order,since E-modes are much larger than B-modes and a second ordereffect on E-modes has an impact comparable to a first ordereffect on B-modes.5.3. Monte-Carlo simulationsWe have now everything in hand toperformthesemi-analyticalestimate of the polarization calibration systematic effects. Themethod can be described in 5 main steps:1. From the scanning strategy of the instrument, for each detectord, projectintoamap:cos2ψ, sin2ψ, cos2ψ sin 2ψ,and cos 2 2ψ.2. With these quantities, compute for each pixel of the map thefollowing 3 × 3matrices: [ ∑d ÃT d Ãd] −1,Λd ,anditsfirstandsecond derivatives.3. Use a simulated CMB sky s and Eq. (15)tocomputepartialderivatives ∂s/∂e (up to second order).4. Compute all cross-power spectra between s and its derivatives.5. Combine these results using gaussian random distributionsof γ d , ɛ d and ω d (with various rms σ) inEq.(18) toobtainthe final error on the angular power spectrum.The power spectra estimator used is a pseudo-C l estimator basedon the cross-power spectra algorithm (Tristram et al. 2005), extendedto polarization (Kogut et al. 2003; Grain et al. 2009). Thesemi-analytic method described in this section has been comparedto full Monte-Carlo simulations and gives results compatiblewith statistical expectations for the number of simulationsperformed.6. Application to <strong>Planck</strong> -HFI focal planeWe apply the method described in the previous section to the<strong>Planck</strong>-HFI to set requirements on gain, polarization efficiencyand orientation. We simulated HEALPix (Górski et al. 2005)full-sky maps at a resolution of ∼3.5 arcmin(nside = 1024) sothat all pixels are seen and each pixel is uniformly sampled. Thisavoids the complications of estimating power spectra on a cutsky when allowing for the same conclusions, as our power spectrumestimator is not biased in the mean. The scanning strategythat we use is a realistic simulation of what <strong>Planck</strong> will actuallydo in a 14-month mission. The sky signal is pure CMB simulatedfrom the best ΛCDM fit to WMAP 5 years data (Dunkleyet al. 2009) withr = 0.05, supposing the CMB signal to bedominant over foregrounds residuals (at least for intensity andE-mode CMB signals).As described in Sect. 2,the<strong>Planck</strong> scanning strategy and focalplane design do not allow the data from a single PSB pairto provide independent maps of the Stokes parameters. Here,we will use two PSB pairs calibrated in intensity and considersmall variations around their gain g d = 1, nominal angles α d ={0 ◦ , 90 ◦ , 45 ◦ , 135 ◦ } and nominal polarization efficiency ρ ′ d = 1(corresponding to perfect PSB).6.1. Error on Stokes parameter for HFIWe refer to Appendix A for the explicit form of the derivativeterms of the Stokes parameters. Here, we emphasizethe issues specific to HFI. In this case, Eq. (15) reads(see Eqs. (A.9)−(A.14))⎛∆ II ∆ IQ ∆ IU∆s = ⎜⎝∆ QI ∆ QQ ∆ QU⎞⎟⎠ s. (21)∆ UI ∆ UQ ∆ UUFor gain variations only, non-zero elements of the matrix aregiven for each pixel, to first order, by∆ g II = 1 4 (γ 1 + γ 2 + γ 3 + γ 4 ) (22)∆ g QI = 1 4 (γ 1 − γ 2 ) 〈cos 2ψ〉− 1 4 (γ 3 − γ 4 ) 〈sin 2ψ〉 (23)∆ g UI = 1 4 (γ 1 − γ 2 ) 〈sin 2ψ〉 + 1 4 (γ 3 − γ 4 ) 〈cos 2ψ〉 . (24)For polarization efficiency only, elements of the matrix are givenfor each pixel, to first order, by∆ ρ IQ = 1 4 (ɛ 1 − ɛ 2 ) 〈cos 2ψ〉− 1 4 (ɛ 3 − ɛ 4 ) 〈sin 2ψ〉 (25)∆ ρ IU = 1 4 (ɛ 1 − ɛ 2 ) 〈sin 2ψ〉 + 1 4 (ɛ 3 − ɛ 4 ) 〈cos 2ψ〉 (26)∆ ρ QQ = 1 2 (ɛ 1 + ɛ 2 ) 〈 cos 2 2ψ 〉 + 1 2 (ɛ 3 + ɛ 4 ) 〈 sin 2 2ψ 〉 (27)∆ ρ QU = 1 2 [(ɛ 1 + ɛ 2 ) − (ɛ 3 + ɛ 4 )] 〈cos 2ψ sin 2ψ〉 (28)∆ ρ UQ = 1 2 [(ɛ 1 + ɛ 2 ) − (ɛ 3 + ɛ 4 )] 〈cos 2ψ sin 2ψ〉 (29)∆ ρ UU = 1 2 (ɛ 1 + ɛ 2 ) 〈 sin 2 2ψ 〉 + 1 2 (ɛ 3 + ɛ 4 ) 〈 cos 2 2ψ 〉 . (30)Page 5 of 12

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