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2% executionFlow.tex: Section detailing each of the main algorithms
3%                    used by Duchamp.
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5% Copyright (C) 2006, Matthew Whiting, ATNF
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29\secA{What \duchamp is doing}
30\label{sec-flow}
31
32Each of the steps that \duchamp goes through in the course of its
33execution are discussed here in more detail. This should provide
34enough background information to fully understand what \duchamp is
35doing and what all the output information is. For those interested in
36the programming side of things, \duchamp is written in C/C++ and makes
37use of the \textsc{cfitsio}, \textsc{wcslib} and \textsc{pgplot}
38libraries.
39
40\secB{Image input}
41\label{sec-input}
42
43The cube is read in using basic \textsc{cfitsio} commands, and stored
44as an array in a special C++ class. This class keeps track of the list
45of detected objects, as well as any reconstructed arrays that are made
46(see \S\ref{sec-recon}). The World Coordinate System
47(WCS)\footnote{This is the information necessary for translating the
48  pixel locations to quantities such as position on the sky,
49  frequency, velocity, and so on.} information for the cube is also
50obtained from the FITS header by \textsc{wcslib} functions
51\citep{greisen02, calabretta02,greisen06}, and this information, in
52the form of a \texttt{wcsprm} structure, is also stored in the same
53class. See Sec.~\ref{sec-wcs} for more details.
54
55A sub-section of a cube can be requested by defining the subsection
56with the \texttt{subsection} parameter and setting
57\texttt{flagSubsection = true} -- this can be a good idea if the cube
58has very noisy edges, which may produce many spurious detections.
59
60There are two ways of specifying the \texttt{subsection} string. The
61first is the generalised form
62\texttt{[x1:x2:dx,y1:y2:dy,z1:z2:dz,...]}, as used by the
63\textsc{cfitsio} library. This has one set of colon-separated numbers
64for each axis in the FITS file. In this manner, the x-coordinates run
65from \texttt{x1} to \texttt{x2} (inclusive), with steps of
66\texttt{dx}. The step value can be omitted, so a subsection of the
67form \texttt{[2:50,2:50,10:1000]} is still valid. In fact, \duchamp
68does not make use of any step value present in the subsection string,
69and any that are present are removed before the file is opened.
70
71If the entire range of a coordinate is required, one can replace the
72range with a single asterisk, \eg \texttt{[2:50,2:50,*]}. Thus, the
73subsection string \texttt{[*,*,*]} is simply the entire cube. Note
74that the pixel ranges for each axis start at 1, so the full pixel
75range of a 100-pixel axis would be expressed as 1:100. A complete
76description of this section syntax can be found at the
77\textsc{fitsio} web site%
78\footnote{%
79\href%
80{http://heasarc.gsfc.nasa.gov/docs/software/fitsio/c/c\_user/node91.html}%
81{http://heasarc.gsfc.nasa.gov/docs/software/fitsio/c/c\_user/node91.html}}.
82
83
84Making full use of the subsection requires knowledge of the size of
85each of the dimensions. If one wants to, for instance, trim a certain
86number of pixels off the edges of the cube, without examining the cube
87to obtain the actual size, one can use the second form of the
88subsection string. This just gives a number for each axis, \eg
89\texttt{[5,5,5]} (which would trim 5 pixels from the start \emph{and}
90end of each axis).
91
92All types of subsections can be combined \eg \texttt{[5,2:98,*]}.
93
94Typically, the units of pixel brightness are given by the FITS file's
95BUNIT keyword. However, this may often be unwieldy (for instance, the
96units are Jy/beam, but the values are around a few mJy/beam). It is
97therefore possible to nominate new units, to which the pixel values
98will be converted, by using the \texttt{newFluxUnits} input
99parameter. The units must be directly translatable from the existing
100ones -- for instance, if BUNIT is Jy/beam, you cannot specify mJy, it
101must be mJy/beam. If an incompatible unit is given, the BUNIT value is
102used instead.
103
104\secB{World Coordinate System}
105\label{sec-wcs}
106
107\duchamp uses the \textsc{wcslib} package to handle the conversions
108between pixel and world coordinates. This package uses the
109transformations described in the WCS papers
110\citep{greisen02,calabretta02,greisen06}. The same package handles the
111WCS axes in the spatial plots. The conversions used are governed by
112the information in the FITS header -- this is parsed by
113\textsc{wcslib} to create the appropriate transformations.
114
115For the spectral axis, however, \duchamp provides the ability to change the
116type of transformation used, so that different spectral quantities can
117be calculated. By using the parameter \texttt{spectralType}, the user
118can change from the type given in the FITS header. This should be done
119in line with the conventions outlined in \citet{greisen06}. The
120spectral type can be either a full 8-character string (\eg
121'VELO-F2V'), or simply the 4-character ``S-type'' (\eg 'VELO'), in
122which case \textsc{wcslib} will handle the conversion.
123
124The rest frequency can be provided as well. This may be necessary, if
125the FITS header does not specify one and you wish to transform to
126velocity. Alternatively, you may want to make your measurements based
127on a different spectral line (\eg OH1665 instead of
128H\textsc{i}-21cm). The input parameter \texttt{restFrequency} is used,
129and this will override the FITS header value.
130
131Finally, the user may also request different spectral units from those
132in the FITS file, or from the defaults arising from the
133\textsc{wcslib} transformation. The input parameter
134\texttt{spectralUnits} should be used, and \citet{greisen02} should be
135consulted to ensure the syntax is appropriate.
136
137\secB{Image modification}
138\label{sec-modify}
139
140Several modifications to the cube can be made that improve the
141execution and efficiency of \duchamp (their use is optional, governed
142by the relevant flags in the parameter file).
143
144\secC{BLANK pixel removal}
145\label{sec-blank}
146
147If the imaged area of a cube is non-rectangular (see the example in
148Fig.~\ref{fig-moment}, a cube from the HIPASS survey), BLANK pixels
149are used to pad it out to a rectangular shape. The value of these
150pixels is given by the FITS header keywords BLANK, BSCALE and
151BZERO. While these pixels make the image a nice shape, they will take
152up unnecessary space in memory, and so to potentially speed up the
153processing we can trim them from the edge. This is done when the
154parameter \texttt{flagTrim = true}. If the above keywords are not
155present, the trimming will not be done (in this case, a similar effect
156can be accomplished, if one knows where the ``blank'' pixels are, by
157using the subsection option).
158
159The amount of trimming is recorded, and these pixels are added back in
160once the source-detection is completed (so that quoted pixel positions
161are applicable to the original cube). Rows and columns are trimmed one
162at a time until the first non-BLANK pixel is reached, so that the
163image remains rectangular. In practice, this means that there will be
164some BLANK pixels left in the trimmed image (if the non-BLANK region
165is non-rectangular). However, these are ignored in all further
166calculations done on the cube.
167
168\secC{Baseline removal}
169
170Second, the user may request the removal of baselines from the
171spectra, via the parameter \texttt{flagBaseline}. This may be
172necessary if there is a strong baseline ripple present, which can
173result in spurious detections at the high points of the ripple. The
174baseline is calculated from a wavelet reconstruction procedure (see
175\S\ref{sec-recon}) that keeps only the two largest scales. This is
176done separately for each spatial pixel (\ie for each spectrum in the
177cube), and the baselines are stored and added back in before any
178output is done. In this way the quoted fluxes and displayed spectra
179are as one would see from the input cube itself -- even though the
180detection (and reconstruction if applicable) is done on the
181baseline-removed cube.
182
183The presence of very strong signals (for instance, masers at several
184hundred Jy) could affect the determination of the baseline, and would
185lead to a large dip centred on the signal in the baseline-subtracted
186spectrum. To prevent this, the signal is trimmed prior to the
187reconstruction process at some standard threshold (at $8\sigma$ above
188the mean). The baseline determined should thus be representative of
189the true, signal-free baseline. Note that this trimming is only a
190temporary measure which does not affect the source-detection.
191
192\secC{Ignoring bright Milky Way emission}
193\label{sec-MW}
194
195Finally, a single set of contiguous channels can be ignored -- these
196may exhibit very strong emission, such as that from the Milky Way as
197seen in extragalactic \hi cubes (hence the references to ``Milky
198Way'' in relation to this task -- apologies to Galactic
199astronomers!). Such dominant channels will produce many detections
200that are unnecessary, uninteresting (if one is interested in
201extragalactic \hi) and large (in size and hence in memory usage), and
202so will slow the program down and detract from the interesting
203detections.
204
205The use of this feature is controlled by the \texttt{flagMW}
206parameter, and the exact channels concerned are able to be set by the
207user (using \texttt{maxMW} and \texttt{minMW} -- these give an
208inclusive range of channels). These channels refer to the channel
209numbers of \textbf{the full cube}, before any subsection is applied.
210
211The effect is to ignore detections that lie within these channels. If
212a spatial search is being conducted (\ie one channel map at a time),
213these channels are simply not searched. If a spectral search is being
214conducted, those channels will be flagged so that no detection is made
215within them. The spectral output (see Fig.~\ref{fig-spect}) will
216ignore them as far as scaling the plot goes, and the channel range
217will be indicated by a green hatched box.
218
219Note that these channels will be included in any smoothing or
220reconstruction that is done on the array, and so will be included in
221any saved FITS file (see \S\ref{sec-reconIO}).
222
223\secB{Image reconstruction}
224\label{sec-recon}
225
226The user can direct \duchamp to reconstruct the data cube using the
227multi-resolution \atrous wavelet algorithm. A good description of the
228procedure can be found in \citet{starck02a}. The reconstruction is an
229effective way of removing a lot of the noise in the image, allowing
230one to search reliably to fainter levels, and reducing the number of
231spurious detections. This is an optional step, but one that greatly
232enhances the source-detection process, at the cost of additional CPU
233and memory usage (see \S\ref{sec-notes} for discussion).
234
235\secC{Algorithm}
236
237The steps in the \atrous reconstruction are as follows:
238\begin{enumerate}
239\item The reconstructed array is set to 0 everywhere.
240\item The input array is discretely convolved with a given filter
241  function. This is determined from the parameter file via the
242  \texttt{filterCode} parameter -- see Appendix~\ref{app-param} for
243  details on the filters available. Edges are dealt with by assuming
244  reflection at the boundary.
245\item The wavelet coefficients are calculated by taking the difference
246  between the convolved array and the input array.
247\item If the wavelet coefficients at a given point are above the
248  requested reconstruction threshold (given by \texttt{snrRecon} as
249  the number of $\sigma$ above the mean and adjusted to the current
250  scale -- see Appendix~\ref{app-scaling}), add these to the
251  reconstructed array.
252\item The separation between the filter coefficients is doubled. (Note
253  that this step provides the name of the procedure\footnote{\atrous
254  means ``with holes'' in French.}, as gaps or holes are created in
255  the filter coverage.)
256\item The procedure is repeated from step 2, using the convolved array
257  as the input array.
258\item Continue until the required maximum number of scales is reached.
259\item Add the final smoothed (\ie convolved) array to the
260  reconstructed array. This provides the ``DC offset'', as each of the
261  wavelet coefficient arrays will have zero mean.
262\end{enumerate}
263
264The range of scales at which the selection of wavelet coefficients is
265made is governed by the \texttt{scaleMin} and \texttt{scaleMax}
266parameters. The minimum scale used is given by \texttt{scaleMin},
267where the default value is 1 (the first scale). This parameter is
268useful if you want to ignore the highest-frequency features
269(e.g. high-frequency noise that might be present). Normally the
270maximum scale is calculated from the size of the input array, but it
271can be specified by using \texttt{scaleMax}. A value $\le0$ will
272result in the use of the calculated value, as will a value of
273\texttt{scaleMax} greater than the calculated value. Use of these two
274parameters can allow searching for features of a particular scale
275size, for instance searching for narrow absorption features.
276
277The reconstruction has at least two iterations. The first iteration
278makes a first pass at the wavelet reconstruction (the process outlined
279in the 8 stages above), but the residual array will likely have some
280structure still in it, so the wavelet filtering is done on the
281residual, and any significant wavelet terms are added to the final
282reconstruction. This step is repeated until the relative change in the
283measured standard deviation of the residual (see note below on the
284evaluation of this quantity) is less than some value, given by the
285\texttt{reconConvergence} parameter.
286
287It is important to note that the \atrous decomposition is an example
288of a ``redundant'' transformation. If no thresholding is performed,
289the sum of all the wavelet coefficient arrays and the final smoothed
290array is identical to the input array. The thresholding thus removes
291only the unwanted structure in the array.
292
293Note that any BLANK pixels that are still in the cube will not be
294altered by the reconstruction -- they will be left as BLANK so that
295the shape of the valid part of the cube is preserved.
296
297\secC{Note on Statistics}
298
299The correct calculation of the reconstructed array needs good
300estimators of the underlying mean and standard deviation (or rms) of
301the background noise distribution. The methods used to estimate these
302quantities are detailed in \S\ref{sec-stats} -- the default behaviour
303is to use robust estimators, to avoid biasing due to bright pixels.
304
305%These statistics are estimated using
306%robust methods, to avoid corruption by strong outlying points. The
307%mean of the distribution is actually estimated by the median, while
308%the median absolute deviation from the median (MADFM) is calculated
309%and corrected assuming Gaussianity to estimate the underlying standard
310%deviation $\sigma$. The Gaussianity (or Normality) assumption is
311%critical, as the MADFM does not give the same value as the usual rms
312%or standard deviation value -- for a Normal distribution
313%$N(\mu,\sigma)$ we find MADFM$=0.6744888\sigma$, but this will change
314%for different distributions. Since this ratio is corrected for, the
315%user need only think in the usual multiples of the rms when setting
316%\texttt{snrRecon}. See Appendix~\ref{app-madfm} for a derivation of
317%this value.
318
319When thresholding the different wavelet scales, the value of the rms
320as measured from the wavelet array needs to be scaled to account for
321the increased amount of correlation between neighbouring pixels (due
322to the convolution). See Appendix~\ref{app-scaling} for details on
323this scaling.
324
325\secC{User control of reconstruction parameters}
326
327The most important parameter for the user to select in relation to the
328reconstruction is the threshold for each wavelet array. This is set
329using the \texttt{snrRecon} parameter, and is given as a multiple of
330the rms (estimated by the MADFM) above the mean (which for the wavelet
331arrays should be approximately zero). There are several other
332parameters that can be altered as well that affect the outcome of the
333reconstruction.
334
335By default, the cube is reconstructed in three dimensions, using a
336three-dimensional filter and three-dimensional convolution. This can be
337altered, however, using the parameter \texttt{reconDim}. If set to 1,
338this means the cube is reconstructed by considering each spectrum
339separately, whereas \texttt{reconDim=2} will mean the cube is
340reconstructed by doing each channel map separately. The merits of
341these choices are discussed in \S\ref{sec-notes}, but it should be
342noted that a 2-dimensional reconstruction can be susceptible to edge
343effects if the spatial shape of the pixel array is not rectangular.
344
345The user can also select the minimum and maximum scales to be used in
346the reconstruction. The first scale exhibits the highest frequency
347variations, and so ignoring this one can sometimes be beneficial in
348removing excess noise. The default is to use all scales
349(\texttt{minscale = 1}).
350
351The convergence of the \atrous iterations is governed by the
352\texttt{reconConvergence} parameter, which is the fractional decrease
353in the standard deviation of the residuals from one iteration to the
354next. \duchamp will do at least two iterations, and then continue
355until the decrease is less than the value of this parameter.
356
357Finally, the filter that is used for the convolution can be selected
358by using \texttt{filterCode} and the relevant code number -- the
359choices are listed in Appendix~\ref{app-param}. A larger filter will
360give a better reconstruction, but take longer and use more memory when
361executing. When multi-dimensional reconstruction is selected, this
362filter is used to construct a 2- or 3-dimensional equivalent.
363
364\secB{Smoothing the cube}
365\label{sec-smoothing}
366
367An alternative to doing the wavelet reconstruction is to smooth the
368cube.  This technique can be useful in reducing the noise level (at
369the cost of making neighbouring pixels correlated and blurring any
370signal present), and is particularly well suited to the case where a
371particular signal size (\ie a certain channel width or spatial size)
372is believed to be present in the data.
373
374There are two alternative methods that can be used: spectral
375smoothing, using the Hanning filter; or spatial smoothing, using a 2D
376Gaussian kernel. These alternatives are outlined below. To utilise the
377smoothing option, set the parameter \texttt{flagSmooth=true} and set
378\texttt{smoothType} to either \texttt{spectral} or \texttt{spatial}.
379
380\secC{Spectral smoothing}
381
382When \texttt{smoothType = spectral} is selected, the cube is smoothed
383only in the spectral domain. Each spectrum is independently smoothed
384by a Hanning filter, and then put back together to form the smoothed
385cube, which is then used by the searching algorithm (see below). Note
386that in the case of both the reconstruction and the smoothing options
387being requested, the reconstruction will take precedence and the
388smoothing will \emph{not} be done.
389
390There is only one parameter necessary to define the degree of
391smoothing -- the Hanning width $a$ (given by the user parameter
392\texttt{hanningWidth}). The coefficients $c(x)$ of the Hanning filter
393are defined by
394\[
395c(x) =
396  \begin{cases}
397   \frac{1}{2}\left(1+\cos(\frac{\pi x}{a})\right) &|x| < (a+1)/2\\
398   0                                               &|x| \geq (a+1)/2.
399  \end{cases},\ a,x \in \mathbb{Z}
400\]
401Note that the width specified must be an
402odd integer (if the parameter provided is even, it is incremented by
403one).
404
405\secC{Spatial smoothing}
406
407When \texttt{smoothType = spatial} is selected, the cube is smoothed
408only in the spatial domain. Each channel map is independently smoothed
409by a two-dimensional Gaussian kernel, put back together to form the
410smoothed cube, and used in the searching algorithm (see below). Again,
411reconstruction is always done by preference if both techniques are
412requested.
413
414The two-dimensional Gaussian has three parameters to define it,
415governed by the elliptical cross-sectional shape of the Gaussian
416function: the FWHM (full-width at half-maximum) of the major and minor
417axes, and the position angle of the major axis. These are given by the
418user parameters \texttt{kernMaj, kernMin} \& \texttt{kernPA}. If a
419circular Gaussian is required, the user need only provide the
420\texttt{kernMaj} parameter. The \texttt{kernMin} parameter will then
421be set to the same value, and \texttt{kernPA} to zero.  If we define
422these parameters as $a,b,\theta$ respectively, we can define the
423kernel by the function
424\[
425k(x,y) = \exp\left[-0.5 \left(\frac{X^2}{\sigma_X^2} +
426                              \frac{Y^2}{\sigma_Y^2}   \right) \right]
427\]
428where $(x,y)$ are the offsets from the central pixel of the gaussian
429function, and
430\begin{align*}
431X& = x\sin\theta - y\cos\theta&
432  Y&= x\cos\theta + y\sin\theta\\
433\sigma_X^2& = \frac{(a/2)^2}{2\ln2}&
434  \sigma_Y^2& = \frac{(b/2)^2}{2\ln2}\\
435\end{align*}
436
437\secB{Input/Output of reconstructed/smoothed arrays}
438\label{sec-reconIO}
439
440The smoothing and reconstruction stages can be relatively
441time-consuming, particularly for large cubes and reconstructions in
4423-D (or even spatial smoothing). To get around this, \duchamp provides
443a shortcut to allow users to perform multiple searches (\eg with
444different thresholds) on the same reconstruction/smoothing setup
445without re-doing the calculations each time.
446
447To save the reconstructed array as a FITS file, set
448\texttt{flagOutputRecon = true}. The file will be saved in the same
449directory as the input image, so the user needs to have write
450permissions for that directory.
451
452The name of the file can given by the \texttt{fileOutputRecon}
453parameter, but this can be ignored and \duchamp will present a name
454based on the reconstruction parameters. The filename will be derived
455from the input filename, with extra information detailing the
456reconstruction that has been done. For example, suppose
457\texttt{image.fits} has been reconstructed using a 3-dimensional
458reconstruction with filter \#2, thresholded at $4\sigma$ using all
459scales from 1 to 5, with a convergence criterion of 0.005. The output
460filename will then be \texttt{image.RECON-3-2-4-1-5-0.005.fits} (\ie
461it uses the six parameters relevant for the \atrous reconstruction as
462listed in Appendix~\ref{app-param}). The new FITS file will also have
463these parameters as header keywords. If a subsection of the input
464image has been used (see \S\ref{sec-input}), the format of the output
465filename will be \texttt{image.sub.RECON-3-2-4-1-5-0.005.fits}, and the
466subsection that has been used is also stored in the FITS header.
467
468Likewise, the residual image, defined as the difference between the
469input and reconstructed arrays, can also be saved in the same manner
470by setting \texttt{flagOutputResid = true}. Its filename will be the
471same as above, with \texttt{RESID} replacing \texttt{RECON}.
472
473If a reconstructed image has been saved, it can be read in and used
474instead of redoing the reconstruction. To do so, the user should set
475the parameter \texttt{flagReconExists = true}. The user can indicate
476the name of the reconstructed FITS file using the \texttt{reconFile}
477parameter, or, if this is not specified, \duchamp searches for the
478file with the name as defined above. If the file is not found, the
479reconstruction is performed as normal. Note that to do this, the user
480needs to set \texttt{flagAtrous = true} (obviously, if this is
481\texttt{false}, the reconstruction is not needed).
482
483To save the smoothed array, set \texttt{flagOutputSmooth = true}. As
484for the reconstructed/residual arrays, the name of the file can given
485by the parameter \texttt{fileOutputSmooth}, but this can be ignored
486and \duchamp will present a name that indicates the both the type and
487the details of the smoothing method used. It will be either
488\texttt{image.SMOOTH-1D-a.fits}, where a is replaced by the Hanning
489width used, or \texttt{image.SMOOTH-2D-a-b-c.fits}, where the Gaussian
490kernel parameters are a,b,c. Similarly to the reconstruction case, a
491saved file can be read in by setting \texttt{flagSmoothExists = true}
492and either specifying a file to be read with the \texttt{smoothFile}
493parameter or relying on \duchamp to find the file with the name as
494given above.
495
496
497\secB{Searching the image}
498\label{sec-detection}
499
500\secC{Representation of detected objects}
501\label{sec-scan}
502
503\begin{figure}
504\includegraphics[width=\textwidth]{exampleObject}
505\caption{An example of the run-length encoding method of storing
506pixel information. The scans used to encode the image are listed
507alongside the relevant row. The pixels are colour-coded by
508nominal pixel values, but note that the pixel values themselves
509do not form part of the encoding and are not kept as part of the
510object class. }
511\label{fig-objExample}
512\end{figure}
513
514The principle aim of \duchamp is to provide a catalogue of sources
515located in the image. While running, \duchamp needs to maintain for
516each source several data structures that will contribute to the memory
517footprint: a record of which pixels contribute to the source; a set of
518measured parameters that will go into the catalogue; and a separate
519two-dimensional map showing the spatial location of detected pixels
520(carrying this around makes the computation of detection maps easier
521-- see \S\ref{sec-spatialmaps}).
522
523To keep track of the set of detected pixels, \duchamp
524employs specialised techniques that keep the memory usage
525manageable. A naive method could be to store each single pixel, but
526this results in a lot of redundant information being stored in memory.
527
528To reduce the storage requirements, the run-length encoding method is
529used for storing the spatial information. In this fashion, an object
530in 2D is stored as a series of ``runs'', encoded by a row number (the
531$y$-value), the starting column (the minimum $x$-value) and the run
532length ($\ell_x$: the number of contiguous pixels in that row
533connected to the starting pixel). A single set of $(y,x,\ell_x)$
534values is called a ``scan''. A two-dimensional image is therefore made
535up of a set of scans. An example can be seen in
536Fig.~\ref{fig-objExample}. Note that the object shown has fourteen
537pixels, and so would require 28 integers to record the positions of
538all pixels. The run-length encoding uses just 18 integers to record
539the same information. The longer the runs are in each scan, the
540greater the saving of storage over the naive method.
541
542A 3D object is stored as a set of channel maps, with a channel map
543being a 2D plane with constant $z$-value. Each channel map is itself a
544set of scans showing the $(x,y)$ position of the pixels. The
545additional detection map is stored as a separate channel map, also
546made up of scans.
547
548Note that these pixel map representations do not carry the flux
549information with them. They store just the pixel locations and need to
550be combined with an array of flux values to provide parameters such as
551integrated flux. The advantage of this approach is that the pixel
552locations can be easily applied to different flux arrays as the need
553permits (for instance, defining them using the reconstructed array,
554yet evaluating parameters on the original array).
555
556\secC{Technique}
557
558The basic idea behind detection in \duchamp is to locate sets of
559contiguous voxels that lie above some threshold. No size or shape
560requirement is imposed upon the detections, and no fitting (for
561instance, fitting Gaussian profiles) is done on the sources. All
562\duchamp does is find connected groups of bright voxels and report
563their locations and basic parameters.
564
565One threshold is calculated for the entire cube, enabling calculation
566of signal-to-noise ratios for each source (see
567\S\ref{sec-output} for details). The user can manually specify a
568value (using the parameter \texttt{threshold}) for the threshold,
569which will override the calculated value. Note that this option
570overrides any settings of \texttt{snrCut} or FDR options (see below).
571
572The cube can be searched in one of two ways, governed by the input
573parameter \texttt{searchType}. If \texttt{searchType=spatial}, the
574cube is searched one channel map at a time, using the 2-dimensional
575raster-scanning algorithm of \citet{lutz80} that connects groups of
576neighbouring pixels. Such an algorithm cannot be applied directly to a
5773-dimensional case, as it requires that objects are completely nested
578in a row (when scanning along a row, if an object finishes and other
579starts, you won't get back to the first until the second is completely
580finished for the row). Three-dimensional data does not have this
581property, hence the need to treat the data on a 2-dimensional basis at
582most.
583
584Alternatively, if \texttt{searchType=spectral}, the searching is done
585in one dimension on each individual spatial pixel's spectrum. This is
586a simpler search, but there are potentially many more of them.
587
588Although there are parameters that govern the minimum number of pixels
589in a spatial, spectral and total senses that an object must have
590(\texttt{minPix}, \texttt{minChannels} and \texttt{minVoxels}
591respectively), these criteria are not applied at this point - see
592\S\ref{sec-reject} for details.
593
594Finally, the search only looks for positive features. If one is
595interested instead in negative features (such as absorption lines),
596set the parameter \texttt{flagNegative = true}. This will invert the
597cube (\ie multiply all pixels by $-1$) prior to the search, and then
598re-invert the cube (and the fluxes of any detections) after searching
599is complete. If the reconstructed or smoothed array has been read in
600from disk, this will also be inverted at the same time. All outputs
601are done in the same manner as normal, so that fluxes of detections
602will be negative.
603
604\secC{Calculating statistics}
605\label{sec-stats}
606
607A crucial part of the detection process (as well as the wavelet
608reconstruction: \S\ref{sec-recon}) is estimating the statistics that
609define the detection threshold. To determine a threshold, we need to
610estimate from the data two parameters: the middle of the noise
611distribution (the ``noise level''), and the width of the distribution
612(the ``noise spread''). The noise level is estimated by either the
613mean or the median, and the noise spread by the rms (or the standard
614deviation) or the median absolute deviation from the median
615(MADFM). The median and MADFM are robust statistics, in that they are
616not biased by the presence of a few pixels much brighter than the
617noise.
618
619All four statistics are calculated automatically, but the choice of
620parameters that will be used is governed by the input parameter
621\texttt{flagRobustStats}. This has the default value \texttt{true},
622meaning the underlying mean of the noise distribution is estimated by
623the median, and the underlying standard deviation is estimated by the
624MADFM. In the latter case, the value is corrected, under the
625assumption that the underlying distribution is Normal (Gaussian), by
626dividing by 0.6744888 -- see Appendix~\ref{app-madfm} for details. If
627\texttt{flagRobustStats=false}, the mean and rms are used instead.
628
629The choice of pixels to be used depend on the analysis method. If the
630wavelet reconstruction has been done, the residuals (defined
631in the sense of original $-$ reconstruction) are used to estimate the
632noise spread of the cube, since the reconstruction should pick out
633all significant structure. The noise level (the middle of the
634distribution) is taken from the original array.
635
636If smoothing of the cube has been done instead, all noise parameters
637are measured from the smoothed array, and detections are made with
638these parameters. When the signal-to-noise level is quoted for each
639detection (see \S\ref{sec-output}), the noise parameters of the
640original array are used, since the smoothing process correlates
641neighbouring pixels, reducing the noise level.
642
643If neither reconstruction nor smoothing has been done, then the
644statistics are calculated from the original, input array.
645
646The parameters that are estimated should be representative of the
647noise in the cube. For the case of small objects embedded in many
648noise pixels (\eg the case of \hi surveys), using the full cube will
649provide good estimators. It is possible, however, to use only a
650subsection of the cube by setting the parameter \texttt{flagStatSec =
651  true} and providing the desired subsection to the \texttt{StatSec}
652parameter. This subsection works in exactly the same way as the pixel
653subsection discussed in \S\ref{sec-input}. The \texttt{StatSec} will
654be trimmed if necessary so that it lies wholly within the image
655subsection being used (\ie that given by the \texttt{subsection}
656parameter - this governs what pixels are read in and so are able to be
657used in the calculations).
658
659Note that \texttt{StatSec} applies only to the statistics used to
660determine the threshold. It does not affect the calculation of
661statistics in the case of the wavelet reconstruction. Note also that
662pixels flagged as BLANK or as part of the ``Milky Way'' range of
663channels are ignored in the statistics calculations.
664
665\secC{Determining the threshold}
666
667Once the statistics have been calculated, the threshold is determined
668in one of two ways. The first way is a simple sigma-clipping, where a
669threshold is set at a fixed number $n$ of standard deviations above
670the mean, and pixels above this threshold are flagged as detected. The
671value of $n$ is set with the parameter \texttt{snrCut}. The ``mean''
672and ``standard deviation'' here are estimated according to
673\texttt{flagRobustStats}, as discussed in \S\ref{sec-stats}. In this
674first case only, if the user specifies a threshold, using the
675\texttt{threshold} parameter, the sigma-clipped value is ignored.
676
677The second method uses the False Discovery Rate (FDR) technique
678\citep{miller01,hopkins02}, whose basis we briefly detail here. The
679false discovery rate (given by the number of false detections divided
680by the total number of detections) is fixed at a certain value
681$\alpha$ (\eg $\alpha=0.05$ implies 5\% of detections are false
682positives). In practice, an $\alpha$ value is chosen, and the ensemble
683average FDR (\ie $\langle FDR \rangle$) when the method is used will
684be less than $\alpha$.  One calculates $p$ -- the probability,
685assuming the null hypothesis is true, of obtaining a test statistic as
686extreme as the pixel value (the observed test statistic) -- for each
687pixel, and sorts them in increasing order. One then calculates $d$
688where
689\[
690d = \max_j \left\{ j : P_j < \frac{j\alpha}{c_N N} \right\},
691\]
692and then rejects all hypotheses whose $p$-values are less than or
693equal to $P_d$. (So a $P_i<P_d$ will be rejected even if $P_i \geq
694j\alpha/c_N N$.) Note that ``reject hypothesis'' here means ``accept
695the pixel as an object pixel'' (\ie we are rejecting the null
696hypothesis that the pixel belongs to the background).
697
698The $c_N$ value here is a normalisation constant that depends on the
699correlated nature of the pixel values. If all the pixels are
700uncorrelated, then $c_N=1$. If $N$ pixels are correlated, then their
701tests will be dependent on each other, and so $c_N = \sum_{i=1}^N
702i^{-1}$. \citet{hopkins02} consider real radio data, where the pixels
703are correlated over the beam. For the calculations done in \duchamp,
704$N = B \times C$, where $B$ is the beam area in pixels, calculated
705from the FITS header (if the correct keywords -- BMAJ, BMIN -- are not
706present, the size of the beam is taken from the input parameters - see
707discussion in \S\ref{sec-results}, and if these parameters are not
708given, $B=1$), and $C$ is the number of neighbouring channels that can
709be considered to be correlated.
710
711The use of the FDR method is governed by the \texttt{flagFDR} flag,
712which is \texttt{false} by default. To set the relevant parameters,
713use \texttt{alphaFDR} to set the $\alpha$ value, and
714\texttt{FDRnumCorChan} to set the $C$ value discussed above. These
715have default values of 0.01 and 2 respectively.
716
717The theory behind the FDR method implies a direct connection between
718the choice of $\alpha$ and the fraction of detections that will be
719false positives. These detections, however, are individual pixels,
720which undergo a process of merging and rejection (\S\ref{sec-merger}),
721and so the fraction of the final list of detected objects that are
722false positives will be much smaller than $\alpha$. See the discussion
723in \S\ref{sec-notes}.
724
725%\secC{Storage of detected objects in memory}
726%
727%It is useful to understand how \duchamp stores the detected objects in
728%memory while it is running. This makes use of nested C++ classes, so
729%that an object is stored as a class that includes the set of detected
730%pixels, plus all the various calculated parameters (fluxes, WCS
731%coordinates, pixel centres and extrema, flags,...). The set of pixels
732%are stored using another class, that stores 3-dimensional objects as a
733%set of channel maps, each consisting of a $z$-value and a
734%2-dimensional object (a spatial map if you like). This 2-dimensional
735%object is recorded using ``run-length'' encoding, where each row (a
736%fixed $y$ value) is stored by the starting $x$-value and the length
737
738\secB{Merging, growing and rejecting detected objects}
739\label{sec-merger}
740
741\secC{Merging}
742
743The searches described above are either 1- or 2-dimensional only. They
744do not know anything about the third dimension that is likely to be
745present. To build up 3D sources, merging of detections must be
746done. This is done via an algorithm that matches objects judged to be
747``close'', according to one of two criteria.
748
749One criterion is to define two thresholds -- one spatial and one in
750velocity -- and say that two objects should be merged if there is at
751least one pair of pixels that lie within these threshold distances of
752each other. These thresholds are specified by the parameters
753\texttt{threshSpatial} and \texttt{threshVelocity} (in units of pixels
754and channels respectively).
755
756Alternatively, the spatial requirement can be changed to say that
757there must be a pair of pixels that are \emph{adjacent} -- a stricter,
758but perhaps more realistic requirement, particularly when the spatial
759pixels have a large angular size (as is the case for \hi
760surveys). This method can be selected by setting the parameter
761\texttt{flagAdjacent=true} in the parameter file. The velocity
762thresholding is always done with the \texttt{threshVelocity} test.
763
764
765\secC{Stages of merging}
766
767This merging can be done in two stages. The default behaviour is for
768each new detection to be compared with those sources already detected,
769and for it to be merged with the first one judged to be close. No
770other examination of the list is done at this point.
771
772This step can be turned off by setting
773\texttt{flagTwoStageMerging=false}, so that new detections are simply
774added to the end of the list, leaving all merging to be done in the
775second stage.
776
777The second, main stage of merging is more thorough, Once the searching
778is completed, the list is iterated through, looking at each pair of
779objects, and merging appropriately. The merged objects are then
780included in the examination, to see if a merged pair is suitably close
781to a third.
782
783\secC{Growing}
784
785Once the detections have been merged, they may be ``grown'' (this is
786essentially the process known elsewhere as ``floodfill''). This is a
787process of increasing the size of the detection by adding nearby
788pixels (according to the \texttt{threshSpatial} and
789\texttt{threshVelocity} parameters) that are above some secondary
790threshold and not already part of a detected object. This threshold
791should be lower than the one used for the initial detection, but above
792the noise level, so that faint pixels are only detected when they are
793close to a bright pixel. This threshold is specified via one of two
794input parameters. It can be given in terms of the noise statistics via
795\texttt{growthCut} (which has a default value of $3\sigma$), or it can
796be directly given via \texttt{growthThreshold}. Note that if you have
797given the detection threshold with the \texttt{threshold} parameter,
798the growth threshold \textbf{must} be given with
799\texttt{growthThreshold}. If \texttt{growthThreshold} is not provided
800in this situation, the growing will not be done.
801
802The use of the growth algorithm is controlled by the
803\texttt{flagGrowth} parameter -- the default value of which is
804\texttt{false}. If the detections are grown, they are sent through the
805merging algorithm a second time, to pick up any detections that should
806be merged at the new lower threshold (\ie they have grown into each
807other).
808
809\secC{Rejecting}
810\label{sec-reject}
811
812Finally, to be accepted, the detections must satisfy minimum size
813criteria, relating to the number of channels, spatial pixels and
814voxels occupied by the object. These criteria are set using the
815\texttt{minChannels}, \texttt{minPix} and \texttt{minVoxels}
816parameters respectively. The channel requirement means a source must
817have at least one set of \texttt{minChannels} consecutive channels to
818be accepted. The spatial pixels (\texttt{minPix}) requirement refers
819to distinct spatial pixels (which are possibly in different channels),
820while the voxels requirement refers to the total number of voxels
821detected. If the \texttt{minVoxels} parameter is not provided, it
822defaults to \texttt{minPix}$+$\texttt{minChannels}-1.
823
824It is possible to do this rejection stage before the main merging and
825growing stage. This could be done to remove narrow (hopefully
826spurious) sources from the list before growing them, to reduce the
827number of false positives in the final list. This mode can be selected
828by setting the input parameter \texttt{flagRejectBeforeMerge=true} --
829caution is urged if you use this in conjunction with
830\texttt{flagTwoStageMerging=false}, as you can throw away parts of
831objects that you may otherwise wish to keep.
832
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