Validation of semi-analytical, semi-empirical covariance matrices for two-point correlation function for early DESI data

We present an extended validation of semi-analytical, semi-empirical covariance matrices for the two-point correlation function (2PCF) on simulated catalogs representative of luminous red galaxies (LRGs) data collected during the initial 2 months of operations of the Stage-IV ground-based Dark Energy Spectroscopic Instrument (DESI). We run the pipeline on multiple effective Zel'dovich (EZ) mock galaxy catalogs with the corresponding cuts applied and compare the results with the mock sample covariance to assess the accuracy and its fluctuations. We propose an extension of the previously developed formalism for catalogs processed with standard reconstruction algorithms. We consider methods for comparing covariance matrices in detail, highlighting their interpretation and statistical properties caused by sample variance, in particular, non-trivial expectation values of certain metrics even when the external covariance estimate is perfect. With improved mocks and validation techniques, we confirm a good agreement between our predictions and sample covariance. This allows one to generate covariance matrices for comparable data sets without the need to create numerous mock galaxy catalogs with matching clustering, only requiring 2PCF measurements from the data itself. The code used in this paper is publicly available at https://github.com/oliverphilcox/RascalC

Semi-analytical covariance matrices for two-point correlation function for DESI 2024 data

We present an optimized way of producing the fast semi-analytical covariance matrices for the Legendre moments of the two-point correlation function, taking into account survey geometry and mimicking the non-Gaussian effects. We validate the approach on simulated (mock) catalogs for different galaxy types, representative of the Dark Energy Spectroscopic Instrument (DESI) Data Release 1, used in 2024 analyses. We find only a few percent differences between the mock sample covariance matrix and our results, which can be expected given the approximate nature of the mocks, although we do identify discrepancies between the shot-noise properties of the DESI fiber assignment algorithm and the faster approximation used in the mocks. Importantly, we find a close agreement (<~ 5% relative differences) in the projected errorbars for distance scale parameters for the baryon acoustic oscillation measurements. This confirms our method as an attractive alternative to simulation-based covariance matrices, especially for non-standard models or galaxy sample selections, in particular, relevant to the broad current and future analyses of DESI data.Comment: Supporting publication of DESI 2024 III: Baryon Acoustic Oscillations from Galaxies and Quasars (arXiv:2404.03000). 29 pages, 4 figures. Prepared for submission to JCAP. Code available at https://github.com/oliverphilcox/RascalC and https://github.com/misharash/RascalC-scripts/tree/DESI2024. Data points from the plots available at https://zenodo.org/doi/10.5281/zenodo.1089516

HOD-Dependent Systematics for Luminous Red Galaxies in the DESI 2024 BAO Analysis

In this paper, we present the estimation of systematics related to the halo occupation distribution (HOD) modeling in the baryon acoustic oscillations (BAO) distance measurement of the Dark Energy Spectroscopic Instrument (DESI) 2024 analysis. This paper focuses on the study of HOD systematics for luminous red galaxies (LRG). We consider three different HOD models for LRGs, including the base 5-parameter vanilla model and two extensions to it, that we refer to as baseline and extended models. The baseline model is described by the 5 vanilla HOD parameters, an incompleteness factor and a velocity bias parameter, whereas the extended one also includes a galaxy assembly bias and a satellite profile parameter. We utilize the 25 dark matter simulations available in the AbacusSummit simulation suite at $z=$ 0.8 and generate mock catalogs for our different HOD models. To test the impact of the HOD modeling in the position of the BAO peak, we run BAO fits for all these sets of simulations and compare the best-fit BAO-scaling parameters $\alpha_{\rm iso}$ and $\alpha_{\rm AP}$ between every pair of HOD models. We do this for both Fourier and configuration spaces independently, using post-reconstruction measurements. We find a 3.3$\sigma$ detection of HOD systematic for $\alpha_{\rm AP}$ in configuration space with an amplitude of 0.19%. For the other cases, we did not find a 3$\sigma$ detection, and we decided to compute a conservative estimation of the systematic using the ensemble of shifts between all pairs of HOD models. By doing this, we quote a systematic with an amplitude of 0.07% in $\alpha_{\rm iso}$ for both Fourier and configuration spaces; and of 0.09% in $\alpha_{\rm AP}$ for Fourier space.Comment: 36 pages, 9 figures. Supporting publication of DESI 2024 III: Baryon Acoustic Oscillations from Galaxies and Quasar

Validation of the Scientific Program for the Dark Energy Spectroscopic Instrument

The Dark Energy Spectroscopic Instrument (DESI) was designed to conduct a survey covering 14,000 deg$^2$ over five years to constrain the cosmic expansion history through precise measurements of Baryon Acoustic Oscillations (BAO). The scientific program for DESI was evaluated during a five month Survey Validation (SV) campaign before beginning full operations. This program produced deep spectra of tens of thousands of objects from each of the stellar (MWS), bright galaxy (BGS), luminous red galaxy (LRG), emission line galaxy (ELG), and quasar target classes. These SV spectra were used to optimize redshift distributions, characterize exposure times, determine calibration procedures, and assess observational overheads for the five-year program. In this paper, we present the final target selection algorithms, redshift distributions, and projected cosmology constraints resulting from those studies. We also present a `One-Percent survey' conducted at the conclusion of Survey Validation covering 140 deg$^2$ using the final target selection algorithms with exposures of a depth typical of the main survey. The Survey Validation indicates that DESI will be able to complete the full 14,000 deg$^2$ program with spectroscopically-confirmed targets from the MWS, BGS, LRG, ELG, and quasar programs with total sample sizes of 7.2, 13.8, 7.46, 15.7, and 2.87 million, respectively. These samples will allow exploration of the Milky Way halo, clustering on all scales, and BAO measurements with a statistical precision of 0.28% over the redshift interval $z<1.1$, 0.39% over the redshift interval $1.1<z<1.9$, and 0.46% over the redshift interval $1.9<z<3.5$.Comment: 42 pages, 18 figures, accepted by A

The Early Data Release of the Dark Energy Spectroscopic Instrument

\ua9 2024. The Author(s). Published by the American Astronomical Society. The Dark Energy Spectroscopic Instrument (DESI) completed its 5 month Survey Validation in 2021 May. Spectra of stellar and extragalactic targets from Survey Validation constitute the first major data sample from the DESI survey. This paper describes the public release of those spectra, the catalogs of derived properties, and the intermediate data products. In total, the public release includes good-quality spectral information from 466,447 objects targeted as part of the Milky Way Survey, 428,758 as part of the Bright Galaxy Survey, 227,318 as part of the Luminous Red Galaxy sample, 437,664 as part of the Emission Line Galaxy sample, and 76,079 as part of the Quasar sample. In addition, the release includes spectral information from 137,148 objects that expand the scope beyond the primary samples as part of a series of secondary programs. Here, we describe the spectral data, data quality, data products, Large-Scale Structure science catalogs, access to the data, and references that provide relevant background to using these spectra

Validating the Galaxy and Quasar Catalog-Level Blinding Scheme for the DESI 2024 analysis

International audienceIn the era of precision cosmology, ensuring the integrity of data analysis through blinding techniques is paramount -- a challenge particularly relevant for the Dark Energy Spectroscopic Instrument (DESI). DESI represents a monumental effort to map the cosmic web, with the goal to measure the redshifts of tens of millions of galaxies and quasars. Given the data volume and the impact of the findings, the potential for confirmation bias poses a significant challenge. To address this, we implement and validate a comprehensive blind analysis strategy for DESI Data Release 1 (DR1), tailored to the specific observables DESI is most sensitive to: Baryonic Acoustic Oscillations (BAO), Redshift-Space Distortion (RSD) and primordial non-Gaussianities (PNG). We carry out the blinding at the catalog level, implementing shifts in the redshifts of the observed galaxies to blind for BAO and RSD signals and weights to blind for PNG through a scale-dependent bias. We validate the blinding technique on mocks, as well as on data by applying a second blinding layer to perform a battery of sanity checks. We find that the blinding strategy alters the data vector in a controlled way such that the BAO and RSD analysis choices do not need any modification before and after unblinding. The successful validation of the blinding strategy paves the way for the unblinded DESI DR1 analysis, alongside future blind analyses with DESI and other surveys

Validating the Galaxy and Quasar Catalog-Level Blinding Scheme for the DESI 2024 analysis

International audienceIn the era of precision cosmology, ensuring the integrity of data analysis through blinding techniques is paramount -- a challenge particularly relevant for the Dark Energy Spectroscopic Instrument (DESI). DESI represents a monumental effort to map the cosmic web, with the goal to measure the redshifts of tens of millions of galaxies and quasars. Given the data volume and the impact of the findings, the potential for confirmation bias poses a significant challenge. To address this, we implement and validate a comprehensive blind analysis strategy for DESI Data Release 1 (DR1), tailored to the specific observables DESI is most sensitive to: Baryonic Acoustic Oscillations (BAO), Redshift-Space Distortion (RSD) and primordial non-Gaussianities (PNG). We carry out the blinding at the catalog level, implementing shifts in the redshifts of the observed galaxies to blind for BAO and RSD signals and weights to blind for PNG through a scale-dependent bias. We validate the blinding technique on mocks, as well as on data by applying a second blinding layer to perform a battery of sanity checks. We find that the blinding strategy alters the data vector in a controlled way such that the BAO and RSD analysis choices do not need any modification before and after unblinding. The successful validation of the blinding strategy paves the way for the unblinded DESI DR1 analysis, alongside future blind analyses with DESI and other surveys

Baryon Acoustic Oscillation Theory and Modelling Systematics for the DESI 2024 results

International audienceThis paper provides a comprehensive overview of how fitting of Baryon Acoustic Oscillations (BAO) is carried out within the upcoming Dark Energy Spectroscopic Instrument's (DESI) 2024 results using its DR1 dataset, and the associated systematic error budget from theory and modelling of the BAO. We derive new results showing how non-linearities in the clustering of galaxies can cause potential biases in measurements of the isotropic ($\alpha_{\mathrm{iso}}$) and anisotropic ($\alpha_{\mathrm{ap}}$) BAO distance scales, and how these can be effectively removed with an appropriate choice of reconstruction algorithm. We then demonstrate how theory leads to a clear choice for how to model the BAO and develop, implement and validate a new model for the remaining smooth-broadband (i.e., without BAO) component of the galaxy clustering. Finally, we explore the impact of all remaining modelling choices on the BAO constraints from DESI using a suite of high-precision simulations, arriving at a set of best-practices for DESI BAO fits, and an associated theory and modelling systematic error. Overall, our results demonstrate the remarkable robustness of the BAO to all our modelling choices and motivate a combined theory and modelling systematic error contribution to the post-reconstruction DESI BAO measurements of no more than $0.1\%$ ($0.2\%$) for its isotropic (anisotropic) distance measurements. We expect the theory and best-practices laid out to here to be applicable to other BAO experiments in the era of DESI and beyond