Formation Task Force Plenary Meeting #2

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ZOOM

Ian Fisk (Flatiron Institute), Joel Butler (Fermilab)

Transcript: 

  APS DPF - Task Force Plenary - - 02-01-2024
          Captioned By: White Coat Captioning
          >> IAN FISK: All right, I guess let's get started.  Lee, are you ready
     to go?  Maybe it's going already.  Let's get started.  I have a couple of
     introductory scheduling slides, and then we have a presentation today.  Let
     me see if I can share my screen.
          All right.  Are my slides visible, or not yet?
          >> No.  Now they're coming, yes.
          >> IAN FISK: Excellent.  Just a couple of quick things.  So for
     introduction, today we'll hear from Petra Merkel, who will speak on the
     CPAD experience.  That's the primary agenda item for today.  This was
     supposed to inspire and guide us for our task in terms of what would be
     useful to know.
          As we discussed last time, the CPSC doesn't exactly roll off the
     tongue as a name.  At the same time, as I've learned since the meeting,
     choosing the CPAD name was apparently a community exercise involving votes
     and people proposing the name, which is why it's a better name than ours.
          I would propose not to mess with success, and to worry about the name
     later in a carnival-like atmosphere with a community-building exercise, and
     instead we will continue to suffer through CPSC for now.
          Very few people have found time to contribute to the document.  Except
     to put your names down, which I appreciate that part of it.  Joel, I
     especially appreciate that Joel had time to put some things in.  I wrote
     the following in the membership section just so we would have something
     today that people could argue about.
          I had proposed that the CPSC will be the standing committee of the DPF
     and will report to the Executive Committee.  Community appointments will be
     made for three-year terms renewable once and the Executive Committee will
     ensure the committee is comprised of roughly equal number of lab and
     university employed members.  At least one member from all frontiers,
     theory, and small experiments.  While no targets are provided, the
     Executive Committee is strongly encouraged to choose members that encourage
     and forester a diverse and inclusive environment.  The chair will select a
     deputy if desired.
          I put that into the document and I would encourage folks, if they
     disagree with any of the numbers or philosophies, go ahead.
          >> Are those the Snowmass 10 frontiers?
          >> IAN FISK: Excellent question, I guess I had imagined them as the
     Snowmass 10 frontiers.  I should make that clearer.  Any other questions or
     comments?
          >> So I was wondering, I read it as saying there has to be at least
     one theorist.
          >> IAN FISK: That was how I intended it.
          >> RUTH V.: Okay.  I'm questioning that because I feel like there are
     sort of very different aspects of computational theory, like, you know,
     there's sort of lattice simulations or maybe you put in cosmology
     simulations, would probably have some overlap.  For example there is the
     Monte Carlo generator community which I think is a community relevant for
     the experiments but not like necessarily all done by the experimentalists.
          So I would think that you would want at least two to sort of cover
     those I would say big aspects.
          >> IAN FISK: All right.  That's easy to do.
          >> STEVE GOTTLIEB: I strongly object, I think it should be half theory
     and half experiment.
          >> LIZ SEXTON-KENNEDY: I mean, a theory is only one of the ten
     frontiers.
          >> RUTH V.: Okay.  We can argue about that one.
          >> LIZ SEXTON-KENNEDY: Yeah.
          >> RUTH V.: Because theory isn't all the frontiers.
          >> LIZ SEXTON-KENNEDY: Okay.  Yeah.  But why is small experiments
     explicitly called out?  It seems a little orthogonal to frontiers.
          >> IAN FISK: I was trying to make sure -- it can be its own separate
     bullet.  I guess we had representatives from each of the major experimental
     programs and I was trying to include the theory as well -- I'm sorry, the
     small experiments.
          >> The experiments had a bit of a presentation problem during
     Snowmass, so it would be good to have a mechanism for avoiding these in the
     future.  But like, so I've done this exact thing with the organization, and
     those principles are good, but then when you start saying this is going to
     be really hard to do in practice.  So maybe this is, what's the word, a set
     of principles that we want to have for the composition but that aren't very
     prescriptive because the impact is very much impossible to do.
          >> IAN FISK: Okay.  Daniel.
          >> V. DANIEL ELVIRA: Yes.  I'm wondering whether we want to write down
     in the bylaws that there should be at least one representative from a given
     community, at least one representative for another community.  Maybe we
     would be constraining too much the decision if we follow the advice of the
     Executive Committee in selecting a diverse membership, right?  By "diverse"
     I mean in this particular case, across the different communities within
     CIP.  So maybe we should be minimalist in this case and write something
     along the lines of the Executive Committee selecting diverse membership
     across the different communities.
          >> JOEL BUTLER: So can I ask a quick question?  I don't know how long
     you plan for this to run, but I see this as the beginning of a long
     discussion, much of which should be done in email, and about a third of our
     members are not actually present as well.
          >> IAN FISK: Okay.
          >> JOEL BUTLER: You should decide how long you want this to go.
          >> IAN FISK: Maria, your hand is still up, is that --
          >> MARIA ELENA: No, sorry.
          >> JOEL BUTLER: Tulika's is up.
          >> IAN FISK: My goal was to be done by 3:15.  Go ahead.
          >> TULIKA BOSE: I guess I would support what Daniel just said, instead
     of being very prescriptive in our document, it would be better to leave it
     to the committee asking them to ensure that diversity in backgrounds is
     part of their selection process or nomination process.
          Because there's also the question of people, you know, rotating off,
     because, you know, there's a question of terms, how long will the terms be,
     and then overlap.  And then I think as is currently done for CPAD, and
     maybe Petra will talk more about it, they will let DPF know we're looking
     for people with these strengths because they are now moving off CPAD, so in
     the newer set we select, we're looking for this.
          So we might want to have that be the same here.
          >> And I guess I am perfectly happy to kick the can down the road.  I
     guess the one thing I will say is the primary concern of the makeup of this
     committee was actually made by one of the experiments as to whether we
     had -- like whether the representation between the two experiments was
     equal in all possible ways.  So in some sense I guess I -- I'm happy to say
     the Executive Committee should choose out the membership.
          At the same time it does sort of leave open the fact that people will
     be upset, maybe people will always be upset.  Ruth, you were next.
          >> RUTH V.: I mean, I guess I think it depends on what community
     you're coming from.  I mean, if I was on atlas or CMS, I wouldn't be
     particularly concerned that somebody will be a member of atlas or CMS.  But
     when you know, you start to think about smaller communities but that are
     still computing heavy, if you had one theorist and the theorist was
     somebody who is exploiting machine learning and AI to like do better, like
     BSM things, like that's computing, but that is not necessarily HBC.  It's a
     totally different beast.
          And so I feel like at least, I don't know, at least on the theory
     side, I feel like if we're not mildly prescriptive, then there are lots of
     directions people could go in, thinking, oh, they're a computing person,
     without really thinking through whether they're sort of reflecting like a
     broader like computation-heavy community.  I don't know.
          >> IAN FISK: Peter?
          >> PETER BOYLE: I was thinking emphasizing a need to represent smaller
     communities, so that we don't simply scale it to the size of the biggest
     experiments and they dominate the panel, might make sense, right?  Without
     necessarily being prescriptive, you have a process whereby if a group
     doesn't feel represented, that has to be responded to.
          >> IAN FISK: The process would be to tell the Executive Committee to
     choose reasonable nominations, as I understand the general direction.
          >> PETER BOYLE: And respond if the community is squealing, it has to
     be responsive to that.
          >> IAN FISK: All right.  Maria, last comment.
          >> MARIA ELENA: I like that phrasing, we give contrary to DPIF.  Those
     are still criteria, it's just they're not going to be able to enforce them
     literally.
          >> IAN FISK: Okay.  I think if we gave criteria that said we respect a
     reasonable balance between major and small parameters, between theory and
     experiments, that would be --
          >> PETER BOYLE: And perhaps between different types of theory.
          >> IAN FISK: Yes.
          >> MARIA ELENA: And across different peers.  Obviously we don't write
     it here, because I'm not going to make snarky comments, the diversity of
     gender, et cetera, et cetera.
          >> IAN FISK: Yeah, that was under my blanket, choose members that
     encourage and forest a diversity inclusive environment.  I put that in too.
     That was my umbrella.  Okay.  I think we should -- I will modify the text
     in the document to reflect this discussion.  And people should continue to
     fix it and make comments in that offline.  Does that seem reasonable?
          >> JOEL BUTLER: It does, and as I said, I expect a lively discussion.
     This is a good beginning, and it indicates it will be lively.  So we can
     start it in the Google Doc and we can follow it up later on.
          >> IAN FISK: For sure.
          >> JOEL BUTLER: People can join this effort as your writing team,
     right?
          >> IAN FISK: Yep.
          >> JOEL BUTLER: Great.
          >> IAN FISK: Last slide.  This meeting was shifted from -- I hesitate
     to say normal biweekly schedule because we only had one.  But at the same
     time, people adjusted their schedules to be available on certain Thursdays
     and not others, so I would propose going back to it by meeting next week.
     And ideally next week we could have one or two what I would call concept
     contributions, so at the level of detail from like the previous slide,
     which is designed to foster discussion about communication and partnerships
     or technical working groups or career development or DEI activities.
          The high level titles in the document.  I don't want to do it in real
     time, but if people who had volunteered for any of those four could
     volunteer to basically make a strong proposal that we could all have a
     discussion about at the next meeting, that would be great.  If nobody
     volunteers, I will be reaching out to you.
          One comment I had was in the CPAD charter, there are lots of areas
     that are listed as recommendations to the future committee, and people are
     encouraged to start from this if they find it helpful.  In any case, we
     will meet on February 8th, at 3:00 p.m. eastern standard.  Any questions on
     this?
          Any volunteers who want to, in the 30 seconds we have, will say yes, I
     would desperately like to make a proposal?  Okay.  Then think about it and
     get back to me.
          Maria, I think your hand is still up.
          >> MARIA ELENA: I'm so sorry.  I'm having tech challenges.
          >> IAN FISK: No problem.  All right.  Petra, would you like to share
     your screen?
          >> PETRA MERKEL: It says host is sharing.
          >> IAN FISK: I am stopping sharing.  It looks great.
          >> PETRA MERKEL: Okay.  Hi, thanks for inviting me.  So I'll give you
     a little bit -- I'll try to give you a little bit of a history of CPAD,
     from my point of view.  I was not involved from the beginning, so it's
     challenging, maybe.  I know you know it stands for coordinating panel for
     advanced detectors.
          It's a link to the web page here, but if you click on it, it will not
     work right now, somehow the page is down.  Hopefully it comes back soon.  A
     little bit on the history.  As far as I know, this grew out of the 2012
     Snowmass process as instrumentation frontier.  The leadership was Ian
     Shipsey, Marcel Demarteau.  This group of people including Ian and Marcel
     pretty much stayed on for seven years.  And -- yes, so CPAD is a panel of
     APS/DPF, with some bylaws.  I'm not exactly sure when they were put into
     place.  We did recently grow them, in a way, so there were bylaws also
     before my turn already.
          But before it took over, which I get into on the next slide, but the
     bylaws in the beginning did not regulate, for example, the chair line or
     how membership is determined or any kind of term limits and so on.  But it
     did specify some sort of charge, so what CPAD should be doing.
          So then in 2020, Karsten Heeger took over as co-chairs.  After years
     we learned APS does not want co-chairs so we needed to select a chair and
     vice chair.  One of the first things we did was to modify the bylaws to
     actually specify the terms for membership, how long a term is, when you get
     selected, how you get selected, who gets selected, and if you can be
     reselected, let's say, at least for once.
          What we are doing now, to some degree that's reflected in the bylaws,
     but it's not completely prescribed in there, is how we select the new
     members.  So the terms are two years.  And you can renew them once.  It
     could be up to four years, which is what I did now, became of.  But we have
     now an annual call to the community.  And out of the totals with the two
     chairs and ten members of the Executive Committee, so a total of 12 people.
          And half of them rotate off every year.  So we have staggered two-year
     terms, basically.  And we find the new members among the community, you can
     self-nominate or nominate others with a little blurb as the reason, what is
     your qualifications for a member of this.
          Just to show the bylaws, maybe you've seen them already.  So basically
     it specifies that you have a chair and a vice chair and ten additional
     members.  This was recently changed.  And these get appointed by the DPF
     chair-elect, following a call for nominations.  And then the new members,
     so the way -- we just went through this for the second time, this
     nomination period.  And the selection.
          And the way we did this is that the CPAD chair that stays on for
     another year will make a selection and a proposal of people he would choose
     out of the list of nominations and makes this proposal then to the DPF exec
     and they basically choose out of those or confirm that list.
          And in particular, they would also select who they would recommend as
     the vice chair.  Of course it should be somebody that they think they can
     work well with, that would be an advantage.  It's written, so panel members
     shall serve staggered, two-year terms but should not serve more than two
     consecutive terms.  I guess somebody could be reelected later on if there
     was a gap.
          Then the newly appointed member of the CPAD chair-line shall serve
     first as vice chair, succeeding to the chair position in the second year.
     If that person gets reelected for a second two-year term, I don't know what
     happens, would they go back to vice chair and then chair again?  That's not
     really specified here.
          And then to the charge, the CPAD shall have the responsibility to
     promote excellence in the research and development of instrumentation and
     detectors to support the national program of particle physics in a global
     context through the nomination and selection of the annual DPF
     instrumentation awards and the graduate instrumentation research award.
     The promotion of educational programs to further the understanding of
     detectors and their instrumentation, the organization of multidisciplinary
     workshops, and the development of new activities consistent with its
     mission.
          So that's basically all of it.  Again, one more slide on how we get
     new members, seeking nominations from the community, as I said.  And we do
     aim for balance, as you also discussed before.  This is not prescribed,
     whether we do for balance or multiple dimensions.  We strive to have 50-50
     more or less lab versus university people, 50-50, roughly, gender.  Also
     junior and senior, I did not write that here, but we try to cover multiple
     career stages.
          But then we also need the sort of technical or science experience,
     expertise, to try to cover more or less all the major directions in order
     to be able to reach out to the community through these people, because
     they're often the ones that can contact and reach out to the whole
     instrumentation community.  And it's good if you have representatives from
     all the major areas.
          We also in the past tried to include at least one or two international
     members, just to link us into the global picture, sort of.  It would
     sometimes point out things you might forget otherwise.  And then we draw a
     list from the nominations.  But then those who don't get selected for CPAD
     themselves, we still keep the list at the back end because these are all
     excellent people, and we try to draw from the expertise to help with
     committees throughout the year.
          Maybe one word I didn't write down here, how do we actually reach the
     community and then get these nominations.  We have two of the CPAD
     workshops over the years, we have actually maintained now an email list of
     currently 800 people.  So every year after the workshop I basically just
     add everybody that was attending the workshop.
          And then many of those, it needs some maintenance every time I send an
     email to that, which is maybe every couple of months or so, I get a ton of
     emails back with people that no longer exist at that email address.
     There's a little bit of maintenance that needs to be done.  But it's a very
     powerful tool, such a large email list, so you should maybe think of how to
     do that.
          So then now going into a little bit of contents of the charge of what
     we do throughout the year.  One is the GIRA awards, graduate
     instrumentation research award.  It got established in 2018.  We select
     about one to two students per year for two-year periods to carry out their
     own R&D projects.
          This is funded by the DOE, program manager for technical
     instrumentation.  It's currently a $45,000 stipend and $25,000 more in
     tuition.  This is the first year, the second year even the same amount on
     top of that.  So what CPAD does -- CPAD doesn't have any funding.  The
     funding comes from the DOE in this case.
          What we do, though, at CPAD is we form the GIRA selection committee
     every year, appoint one chair, the vice chair, and the next year the vice
     chair will become the chair.  So there is a little bit of continuity in
     experience doing this.  And then there are about four to five other
     members, it's not exactly prescribed.  Members do not need to be members of
     the CPAD Executive Committee.  So again, they're drawn from the community
     and could be part of this list of nomination that we receive.
          The term is only one year, except for the chair, who was vice chair,
     not chair, for two years.  Nominations are collected, it's currently
     maintained by Bob Bernstein, for many years, I think.  This is not ideal,
     because we have to bug him, so far it works.  And the GIRA committee makes
     a selection, and that is then approved, vetted only by the CPAD exec and
     then put forward to the DOE program manager.
          Currently we are moving the funds to me at Fermilab and I write a
     contract, statement of work for the university.  This is far from ideal but
     it seems the most convenient way to move money to a random university.
     Then we provide assistance for this SBIR program, small business industry
     research program where we try to industrialize certain detector
     technologies, small companies.
          This is not really CPAD.  But since we have a good group of technical
     experts together, this traditionally has been used as a source for Helmut
     for technical experts.  We provide experts on various technologies to him.
     It's a very constant thing, once you're on this list, you pretty much do
     this for several years in a row.
          It's mostly really organized by Helmut.  So it's a little bit aided
     only by CPAD.  And we help him assigning proposals to reviewers in the
     community.  All right.  And then the next big thing is the DPF
     instrumentation award.  This was established in 2015, still under Ian and
     Marcel.  And we edit an early career edition in 2018.  So what CPAD does
     here is we form the selection committee.
          Again, it doesn't have to be part of the execs, it can be just people
     from the community.  One chair, the vice chair becomes the chair the next
     year, about four other members.  They stay on for two years, though, for
     continuity, except we also appoint last year's winners as part of the
     committee.
          The duty then, once they win, they have to have the duty to stay on
     for one year as members.  I forgot to write, the CPAD, this committee
     actually has half the members appointed by CPAD and half the members
     appointed by DPF, which is not completely clear what that means, to me, if
     as the DPF-appointed person you actually need to be a DPF member.  I don't
     think so.
          But they get vetted by the DPF exec, and the CPAD one gets vetted by
     the CPAD committee.  That's the main difference.  Also for this award we
     call for nominations to AJO, and then selection is approved by us and then
     the main, the final selection is DPF exec.  So you can see there's a very
     close coloration really between us and the DPF chair line.  Throughout the
     year.  In the past we had done something, we would report in a meeting for
     five minutes or so.  I think that could be useful.
          And then our main thing really is what we do every year, the annual
     CPAD workshop, that's been going on on since the beginning, 2013, I
     believe.  So now, since a couple of years, we have actually official call
     at the end of the year to volunteer, either university or lab, to host the
     next workshop, next year, which is usually in the fall.
          Then they create a local organizing committee, together with the CPAD
     exec, we then organize the workshop.  This has grown significantly in
     recent years.  I've been going there since 2015 or so, there's maybe 100,
     120 people.  The last one, in November 2023, had 270 people in-person.  It
     was 250 in-person or so.
          There's a reason for that, probably due to the special performer last
     time.  There's clearly increased interest in the community including in
     Europe and in Asia.  And that has really started during the pandemic when
     we had a fully virtual workshop.  But it's very good to see CPAD really
     having this impact because historically you have large instrumentation
     conferences throughout the year that happen every two or three years, and
     that are worldwide pretty much, and CPAD really started out as this
     national workshop to bring the community together.
          And that has really grown into sort of internationally-recognized
     instrumentation workshop of significance.  So that was great, great
     success, I think.  And we have some opening and closing plenary sessions
     that reflect on the overall field.  And then we have a lot of parallels
     with the technical talks and the various technology areas.
          We do have some dedicated plenary session and award plenary where we
     invite talks by the GIRA award winners and the DPF instrumentation award
     winners, which is very nice, because they really give their talks and get
     the awards, the community really understands their work.
          And then we also have since a few years an early career plenary.  This
     started, again, during Covid.  It was an attempt to give some virtual
     networking opportunity to our other career colleagues which was really
     lacking during Covid, obviously, when nobody met in person.  Even after
     Covid, we kept this in place because it's nice to select some early career
     community members that have a chance to really stand out at a large
     workshop like this and present the work in front of a plenary audience of
     200 or so people.
          We typically organize a town haul discussion with summary sessions,
     it's the networking event of the year for people working on this.  We have
     organized some other kind of workshops throughout the year.  So one was by
     Ian and Marcel, this QIS workshop at Argon in 2017.  This was really the
     kickoff for the whole QIS.  It all started with that workshop, as far as I
     can tell.  There was a workshop report, I tried to link it here, but since
     the website is down, I couldn't.  But you can find it from the website.
          There's also a workshop report from one of the earlier CPAD workshops
     which is very comprehensive and lays out a roadmap for the whole field.
     There was a multidisciplinary workshop, but that was more Snowmass related,
     all sort of the same people organizing this.
          And then coming to the latest point, so this is something that came
     out of the latest Snowmass, 2/13/22.  That's the these R&D colorations.
     That was a recommendation of the Snowmass instrumentation frontier,
     recognizing there is a need for coordinated R&D effort within the U.S.,
     because we have so many institutions, we need collaborations to work
     together to pursue a roadmap for R&D, including milestones and timelines
     and so on.
          And pulling together to really come up with common funding proposals
     that we submit.  And of course that's with a goal to collaborate with our
     European partners, at least, for these CERN DRDs.  These were established
     at the last CPAD workshop in November last year which I believe is the
     reason that we saw such a large increase in participation.
          Everybody wanted to be there when this got kicked off.  And several of
     we call them RDCs have been established with two to three conveners each,
     they all have been selected by the CPAD exec.  The groups have been
     meeting, the kickoff at the last workshop.  Since then, we've been
     formulating road maps, work packages, R&D goals and milestones.  Again, we
     don't have any funding.  The aim is to collaborate like this in order to
     make it more likely to actually get funding for this.
          If we can show that we collaborate, we work together, we try to
     minimize duplication in our efforts, so it's a streamlined effort that
     follows a certain roadmap with previously identified goals and so on, I
     think it will be easier, and Helmut agrees, the program manager, it will be
     easier to get funding for activities.
          Right now, I mean, the goal to prepare a few funding proposals, it's
     expected in late summer.  Probably the CPAD exec will help organize and
     prioritize these proposals before they go to the program manager.  And that
     is really -- this is a grassroots effort that has just now started, end of
     last year, with CPAD.  That was one of the major activities, I think, we
     started in recent years.
          As you can see, since Karsten and I took over, Karsten stayed on three
     years, Jonathan from Texas took over from him and I stayed on for
     continuity but now my term finished last year so I'm done for four years.
     The last four years, I would say it's become a lot more formal, both in the
     bylaws and also in the way we handle the outreach to the community, turning
     over membership and it seems to be a much more democratic process now,
     that's a good thing.  That's all I had to say.  I don't know if you have
     questions.
          >> Thanks, Petra, that was very useful.  Charles?
          >> CHARLES LEGGETT: You could have gone first, Ian.  Okay.  Since I
     have the mic.  I have a few questions.  If I understand correctly, it was
     the CPAD chair specifically who made selections from the pool of nominees
     and then the DPF committee would choose that person or from whatever
     nominees the chair selected, so it would be one person selecting?
          >> PETRA MERKEL: Right.  So we only did this twice so far.  Two years
     ago I was basically the chair that stayed on.  And I had ten members of the
     Executive Committee.  Five were continuing.  I had to find five new ones
     and a new vice chair.  All of these nominations, which was maybe 20, 30
     people, I made a selection, the top list of, say, so I needed six people, I
     was looking at what are the -- what's the technical expertise we're losing
     as the outgoing members, what's the general balance, the lab/university
     balance.
          I tried to replace that basically with these new six members.  It's
     not always possible to go in so many dimensions, just six people, you don't
     find six people that cover all those things in a perfect way.  But as close
     as I could get.
          I sent that list to probably Joel as the DPF chair.  Either they would
     agree with that or say, this one person, can you find somebody else.  They
     would say the whole list of the nominees.  So they could say let's go for
     this other person.
          >> CHARLES LEGGETT: Was there any discussion within the existing CPAD
     committee about who was going to be nominated or replaced?
          >> PETRA MERKEL: No.
          >> CHARLES LEGGETT: Was it handled this way for the very first group
     as well, when whoever was originally appointed the chairperson made the
     selections?
          >> PETRA MERKEL: I don't know how they made the selections, I don't
     know if anybody remembers.  As I said, it start grew out of Snowmass.
     Probably, yes, through Snowmass, they probably collated toying in a group.
          >> CHARLES LEGGETT: Was there overlap with the GIRA and DPF awards,
     those committees and the people on the CPAD committee?
          >> PETRA MERKEL: The DPF and GIRA, they have nothing to do with each
     other.
          >> CHARLES LEGGETT: But was there overlap.
          >> PETRA MERKEL: Yes, once in a while, there would be a person who
     served on one of those award committees.
          >> CHARLES LEGGETT: So there was nothing to specific forbid that.
     It's all academics.
          >> IAN FISK: Charles, was that it?
          >> CHARLES LEGGETT: That's it.
          >> IAN FISK: Okay.
          >> I have a question about your interactions with DUE.  You
     specifically mentioned Helmut.  Can you clarify how -- like these
     interactions with DUE and what about the other program managers and do you
     have some corresponding person in NSF?
          >> PETRA MERKEL: So for a while I tried to reach out and talk every
     three months or so to the program managers, just a quick check-in,
     reporting what we're up to.  And they would tell us, maybe if there's a
     warning, a PRN or something.  I did that maybe twice, it didn't work very
     well, but actually regularly.  But I would recommend doing that.
          So I'm also the detector coordinator at Fermilab, the largest program
     nationwide of this sort.  So I already had a good standing relationship
     with Helmut as my program manager.  We exchanged emails, he called me just
     last night, for example, to talk about something.  That happened anyway.
     So maybe it's just me personally that that worked with.  I don't know.
     It's hard for me to judge.
          But that's definitely a good thing to talk to them regularly.  With
     the NSF it was a little more challenging.  So we did invite once in a while
     Jim Schtanck as the Representative, I think it's somebody else now.  We had
     two or three of these sort of specific meetings with them, together, DOE
     and NSF, just a half an hour, every few months.
          We did always invite them for the workshop, the annual workshop.  The
     town hall, Helmut always comes, it's a little bit hit or miss.  I also
     didn't write it down, we did get some funding from them for the workshop
     organization, like 10K or so.  And the last -- not this last one but the
     two before that were actually at Stony Brook, because we wanted the synergy
     with the electron ion collider happening there and the synergy with the
     nuclear physics community, looking for that, specifically for detectors, of
     course.  But it was very timely, in a way.  And there NSF was very much
     interested as well as DOE nuclear physics, we suddenly had funding from all
     sorts of directions.
          >> Do they have a specific Helmut equivalent?
          >> PETRA MERKEL: Nuclear physics?  No, they don't.
          >> Okay, thanks.
          >> IAN FISK: Joel?
          >> JOEL BUTLER: I just wanted to say that what Petra showed, of
     course, is something that evolved.  So all of the formal relations with DOE
     and NSF were things that CPAD kind of earned over the years, right?  I
     mean, there was no -- I mean, these are things that are a success of CPAD
     that they managed to get the agency's confidence, that they managed to get
     the agency to make some investments in their program, because the agency
     saw that they delivered value to the agencies as part of their regular
     activities.
          So I know that the early bylaws did not have all of the stuff in it
     that the current bylaws have, because some of the programs didn't actually
     exist.  Also the method, certainly the number of people on the CPAD panel
     has changed over time, and is changing now, I think, again, or has just
     changed.
          So you have to remember that when you look at Petra's slides.  These
     are, for us, sort of aspirational goals.  We would like, a few years down
     the road, to be able to say many of the things she said, translated to the
     software and computing, you know, situation.  And I just wanted to -- I
     hope she'll confirm that, and I think I just wanted to make that clear.
          Do you have any comment, Petra?
          >> PETRA MERKEL: No, I agree.  As I said, I wasn't really involved
     early on, I was more, as a member, going to the workshops, but not in the
     steering group, really.  It was really this one large-ish group edit by Ian
     and Marcel that existed over seven or eight years, mostly unchanged,
     actually, in the membership.  It was always the same people doing
     everything.  And actually from the outside, it felt kind of daunting and
     hard to understand how you could crack into that.
          I prefer much more what we have developed in the meantime, the last
     four years ago, this rotating membership that is limited in two to
     four-year terms.  I think it will get a much broader participation and
     buy-in also from the community.
          >> JOEL BUTLER: So let me just comment that as Jeremy attended a lot
     of the activities and is aware this, and was impressed by what he saw, and
     has expressed an interest in this from the start, that's good.  Our little
     exploratory committee, whose members, at least two of them, are here, met
     with him and had a very nice meeting with him.
          And he told us many things about how such a group interacts with the
     agencies, which is not direct.  I mean, if you have a program, it's direct.
     For example, if they're looking for directions or other things, you know,
     we go through a complicated route with informing HEPAP, and having them
     include our remarks to HEPAP in their minutes, something that they can say
     in the agency.
          So we have a lot to learn, and a lot to earn.  But I think that's
     something that you need to think about.  And then NSF, I tried to reach out
     to what I thought is corresponding person during this period, I think his
     name is Bogdan Mehala, I'm sure some of you know him well, but we were
     unable to get in touch with him even by using the agency of people we know
     in NSF EPP.
          So that's some work that will have to be done by the committee.  There
     are other things in Petra's presentation which are totally within the
     purview of the committee, like running a workshop.  That you can do.  So
     I'm talking about things you might or might not put in the bylaws just
     referencing the kind of things, awards you can work out.  You can maybe get
     DPF to acknowledge them and maybe even provide some support, which I think
     is proof for some of the limited financial aspects that are part of those
     awards.
          Is travel part of that, Petra?
          >> PETRA MERKEL: No.  So there's no money, no.  In fact we really have
     no money.  A few years ago, we created this web page because we did not
     want to be linked off the Fermilab pages forever, we wanted to at least
     appear more independent.  We bought our own domain, which is $150 a year,
     somebody has to pay that, so far it was just one of the chairs that had the
     department money that pays for making these plaques for the instrumentation
     award winners, all of that is paid out of pocket by ourselves.
          So one thing is, silly little things, like the web page, the email
     lists, that's all at the listserv at Fermilab.  The AJO for the
     nominations, we need Bob's help.  None that have is really ideal, I kind of
     muddled through, over the years, making it work.
          >> IAN FISK: Tulika?
          >> TULIKA BOSE: I just wanted to say, with respect to DPF, certainly
     some things could be moved to DPF or rather APS, but not all.  For example,
     Petra, this question of the emails, you have the flexibility of sending
     emails whenever you want to CPAD, because you have your own mailing list.
     If you change this to an APS thing, it's a whole process.
          >> PETRA MERKEL: No, the mailing is fine, it's tedious to maintain,
     but it's very powerful.
          >> TULIKA BOSE: The one thing DPF is currently paying is what
     Bernstein maintains.  But right now the CPAD awards are the only thing that
     are going through that AJO.  So in the near future, we might be actually
     moving everything to APS, an APS system that handles APS fellows and other
     awards.  And this way it is more integrated and not paid for separately.
          >> IAN FISK: Petra, my question, I think, I was trying to figure out
     how things like this GIRA award were established, because it seems like
     that would require the agency to propose it, because -- and then to trust
     the committee to actually award it.  And so I was wondering if that was
     something, when those started on the lifetime of CPAD.
          >> PETRA MERKEL: So this was in 2018.  The DPF was 2015.  I think it
     was the -- again, I was not directly involved, but I think it was the CPAD
     committee that saw the need for such a thing, because one of our mandates
     is also the fostering of the next generation, right, training and so on.
     And so they saw the need for this kind of award, trying to attract students
     to do -- to detect R&D.
          And I assume they just talked to Helmut and he agreed this would be
     good.  And he carved out this $100,000 a year funding, actually it's more
     than that because with two students every year now, they stay on for two
     years, they have four awards at any given moment.  He's just carving out
     the money from the program.  We are very lucky, Helmut is a super
     reasonable guy.  He wants what's best for the field.
          >> IAN FISK: It seemed like a number of things hinged on a strong
     relationship with the program manager.
          >> PETRA MERKEL: Yes.
          >> JOEL BUTLER: Mm-hmm.
          >> PETRA MERKEL: Especially this one.  I mean, the DPF one, that has
     nothing to do with this, there's no money involved, it's really for
     recognition, for career and instrumentation.
          >> IAN FISK: Peter.
          >> One thing we need to recognize, Helmut would just do something like
     what was just described, and the NSF at least nominally being proposal
     driven, so the sort of nature of this kind of entity has a sort of a
     different expectation relative to the two different funding agencies.  As
     an aside, after our last meeting, I did talk to him and mentioned again
     that this was happening.
          So, again, it's on his radar.  But again, the agencies are different.
          >> PETRA MERKEL: Jeremy, if you managed to talk to him, you could
     suggest him to talk to Helmut, maybe, get his perspective on this.
          >> IAN FISK: Are there other questions for Petra?  If not -- Liz, go
     ahead.
          >> LIZ SEXTON-KENNEDY: I was calling to ask about -- regarding the
     workshops, you know, in the computing world, we have workshops and
     conferences.  We have like the chip conference that's been going on for
     decades and then ACET interleaves.  We also have recently had these joint
     computing and software represented by the international HSF and
     international WLCG.
          And I was wondering if, before you started your workshops, did you
     have equivalent things you had to compete against or was it really your
     workshops were the first time that the whole community, international and
     other, are getting together?
          >> PETRA MERKEL: No, as I mentioned before, I mean, there are
     instrumentation workshops, international, that happen every two, three
     years.
          >> LIZ SEXTON-KENNEDY: Two, three years, okay.
          >> PETRA MERKEL: Usually.  The big ones, the IEEE workshops, TIP, the
     PISA meeting and so on.  They're really international, often most senior
     people of the community only go.  I think with the CPAD one, this was
     really a very intimate, small venue, where a lot of students and post-docs
     were encouraged to attend.  It was really very U.S.-centric in the
     beginning, this has broadened out a bit over the last few years.
          I think one important aspect, also, there are no proceedings, although
     of course there's an advantage to having proceedings, especially for the
     young people, they get single author papers, sort of.  But it makes it much
     less formal, it's really informal, you have people showing up with crazy
     ideas.
          Once we had a session, a plenary, like blue sky ideas.  People would
     come, like an elevator pitch, five minutes, describing their idea of what
     one could maybe pursue.  And those were extremely stimulating, especially
     for the young people, to see, whoa, people are thinking, actually, positive
     things.
          And -- yeah, it's --
          >> LIZ SEXTON-KENNEDY: It sounds like there wasn't a calendar
     competition for getting the same group of people together so much.
          >> PETRA MERKEL: Not really, no.
          >> LIZ SEXTON-KENNEDY: Because you were aiming at a younger audience,
     and a different format and things like that.
          >> PETRA MERKEL: Also it's just a handful, you can try to avoid them
     for the year.  The last year, we managed to overlay it with an IEEE
     conference, which was not ideal.
          >> LIZ SEXTON-KENNEDY: Okay.
          >> PETRA MERKEL: But I don't really know.  The two workshops that go
     with a survey afterwards to see what people liked most, and so there was a
     lot of really positive feedback.  We just tried to keep enforcing those
     aspects.
          >> LIZ SEXTON-KENNEDY: Okay.  Thanks.
          >> PETRA MERKEL: Better and better every year, I think.
          >> IAN FISK: Joel.
          >> JOEL BUTLER: So I mentioned that we had had a conversation with
     Jeremy Love, and -- who, you know, is the program manager, I think, for
     computing, at least in our part of the OE.  And he was of the opinion that
     what would be very useful for him would be -- and he was thinking in a very
     broad term, not just ETP, that we were very siloed and even our workshops
     in some sense were siloed, just more comprehensive, larger silo.
          He thought if we brought the community together and discussed common
     problems, that would be very valuable.  So we ought to think about that
     when we write our document, and say what communities we might want to reach
     out to that are not conventionally part of what we do, how we reach out to
     industry, which I think is in the charge that we wrote to this group.
          And that makes it perhaps a little different than the instrumentation.
     But his point was that he feels that there are a lot of commonalities that
     are missed, because people really don't talk to each other, even though we
     do talk in fairly big communities.
          CHEP embraces a big community but it's not really all-inclusive.  So
     he would be very interested, I think, if we tried to carve that role out.
     That's little bit different than maybe you imagined.  But it was something
     that came across for him.  And, you know, you can imagine that in his
     position, anything that he does, he immediately gets asked, well, you know,
     isn't somebody else doing that, why aren't you doing that with this person,
     why don't you include that group.
          So I think that's something we should, you know, think about.  I
     mentioned this because we talk about representation and maybe our
     representation has to be a little broader.
          >> PETRA MERKEL: We definitely have the same issue.  Even at the
     workshop we have all these parallel sessions, we try to put things sort of
     in relationship with each other, so we can exchange in relevant is areas.
     Some of the workshops we tried to make topical, the ones at Stony Brook, we
     had strong overlap with the physics community because of the EIC.
          We had this QIS workshop.  We had this multidisciplinary workshop
     where we really tried to bring also material scientists and so on.  Really,
     people where we think we can, as with the instrumentation community,
     benefit from.  So we do try to do that.  We probably could do a better job.
     For that, these workshops would be very good.
          >> IAN FISK: Other questions?  If not, we're sort of at the top of the
     hour.  We had one bit of extra business, which was, we wanted -- Peter, we
     want to float the idea of a potential face-to-face meeting sort of at the
     end of the process.  Peter, would you like to summarize?
          >> Thank you, it was connected with something that was mentioned in
     this last topic, which is that we have, from the Institute, we have run
     these coordinated system workshops where we've brought people together
     across the experiments, at some level across the domains, to talk about the
     R&D that's going on.  And so we were looking, we've done that a few times
     over the past five or six years, and we were looking at opportunities to do
     that.
          And it occurred to me that that's a funded activity, right, that we
     could potentially, since this thing is looking at a time scale of four
     months, we could start looking at the DPF meeting essentially as a possible
     place to have a session for the coordinated ecosystem thing, the Sunday
     before, or after.  It occurred to me, this thing, the time scale is in
     principle four months, right, which takes us to DPF, which maybe says
     that's the time scale we should be consolidating a report out, sort of an
     in-person workshop at DPF or just before or after could make sense.
          And, you know, the extent that it's at all synergistic with this
     coordinated ecosystem workshop, maybe we can make it all work together
     synergistically.  So that's the thought.
          >> MARIA ELENA: Peter, when and where are we looking?  Sorry, I don't
     have the dates off the top of my head.
          >> The DPF meeting is joint with the workshop, the DPF meeting is the
     13th to the 17th of May in Pittsburgh, I think it's sort of co-organized
     between CMU and [indiscernible].
          >> JOEL BUTLER: Right, so this is DPF, we're calling it DPF '24.  It's
     our annual DPF meeting which we hold every year and a half.  And the -- I
     think this is actually a real opportunity, because we can explain what
     we're doing.  I mean, first of all, we can meet together, that's one
     advantage, right, Peter, that you had in mind?
          >> Yes.
          >> JOEL BUTLER: And second, we could use the opportunity, for example,
     to explain what we're doing to DPF.  We'll have some broad participation by
     the DPF community, and it will certainly get everybody's attention, even if
     they don't come.  And I think that it would be an opportunity to explain
     ourselves to them.
          And then if you have a broader community nearby that you're including
     in your workshop, we could also talk to them.  So I think it could be a
     very good event for us.  Did I understand your intentions, Peter, in this?
          >> Yep, 100%.
          >> JOEL BUTLER: Now, it might be logistically a little messy.  But let
     me know tell you, it can't be a large incremental increase to the messiness
     of this conference, which is a marriage of two fairly dissimilar things.
     And I think our host in particular is up to it, he's pretty impressive as
     an organizer.  Thank you.
          >> IAN FISK: Liz?
          >> LIZ SEXTON-KENNEDY: Yeah, I just wanted to mention that that
     particular week also coincides with the HSF WLCG workshop.  So that would
     be an unfortunate overlap.  But just, you know, thought I would mention
     that.
          >> JOEL BUTLER: Okay.  But this is -- yeah, okay.  So this is the few
     days before the DPF meeting, is that what we're talking about?
          >> No, it's completely coincident, that week is the HSF WLCG meeting,
     unfortunately it's --
          >> LIZ SEXTON-KENNEDY: Not even on the same continent.
          >> So it's not perfect for getting some sets of software computing
     people to DPF.  I will be coming to DPF.  I don't know about the rest of
     you, which of you plan to go to which meetings.
          >> IAN FISK: Yeah, we also have to -- there's not an agenda yet with a
     layout of the days and the various things either.  So we'll have to -- I
     guess in the interests of time, why don't we -- this seems like an
     interesting idea.  We can see, maybe over email we can have a little bit of
     a survey as to who would be able to attend, as the first thing we do.
          And that may also be dictated a little bit by what the schedule of
     WGHSF is.  I'm not sure we're going to get a final answer today.
          >> Otherwise, just to be clear, otherwise, the other possibility could
     be, again, because we kind of have some funding from [indiscernible]
     ecosystem, we could overlay something, either just before or just after,
     which would allow people to come back from DPF.  Anyway, we can look at
     sort of alternate possibilities around that.
          >> IAN FISK: Right, it seems like a good idea if we can figure out how
     to schedule it.  Great.  Other business for today?  If not, I would
     encourage everyone to contribute to the document.  I'll be reaching out to
     some of you to see if we can get small micropresentations at the next
     meeting, which will be February 8th at 3:00 p.m. Eastern Standard Time.
     See you all then.
          >> JOEL BUTLER: Okay, great.
          >> CHARLES LEGGETT: Bye, everybody.

 

There are minutes attached to this event. Show them.
    • 1
      Introduction and news
      Speaker: Ian Fisk (Flatiron Institute)
    • 2
      CPAD experience
      Speaker: Petra Merkel (Fermi National Accelerator Laboratory)
    • 3
      Discussion and AOB