source: trunk/docs/executionFlow.tex @ 1173

Last change on this file since 1173 was 1162, checked in by MatthewWhiting, 11 years ago

Ticket #179 - adding text about saving a baseline FITS image.

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2% executionFlow.tex: Section detailing each of the main algorithms
3%                    used by Duchamp.
4% -----------------------------------------------------------------------
5% Copyright (C) 2006, Matthew Whiting, ATNF
6%
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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 \S\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\label{sec-baseline}
170
171Second, the user may request the removal of baselines from the
172spectra, via the parameter \texttt{flagBaseline}. This may be
173necessary if there is a strong baseline ripple present, which can
174result in spurious detections at the high points of the ripple. The
175baseline is calculated from a wavelet reconstruction procedure (see
176\S\ref{sec-recon}) that keeps only the two largest scales. This is
177done separately for each spatial pixel (\ie for each spectrum in the
178cube), and the baselines are stored and added back in before any
179output is done. In this way the quoted fluxes and displayed spectra
180are as one would see from the input cube itself -- even though the
181detection (and reconstruction if applicable) is done on the
182baseline-removed cube.
183
184The presence of very strong signals (for instance, masers at several
185hundred Jy) could affect the determination of the baseline, and would
186lead to a large dip centred on the signal in the baseline-subtracted
187spectrum. To prevent this, the signal is trimmed prior to the
188reconstruction process at some standard threshold (at $8\sigma$ above
189the mean). The baseline determined should thus be representative of
190the true, signal-free baseline. Note that this trimming is only a
191temporary measure which does not affect the source-detection.
192
193The baseline values can be saved to a FITS file for later
194examination. See \S\ref{sec-baselineOut} for details.
195
196\secC{Ignoring bright Milky Way emission}
197\label{sec-MW}
198
199Finally, a single set of contiguous channels can be ignored -- these
200may exhibit very strong emission, such as that from the Milky Way as
201seen in extragalactic \hi cubes (hence the references to ``Milky
202Way'' in relation to this task -- apologies to Galactic
203astronomers!). Such dominant channels will produce many detections
204that are unnecessary, uninteresting (if one is interested in
205extragalactic \hi) and large (in size and hence in memory usage), and
206so will slow the program down and detract from the interesting
207detections.
208
209The use of this feature is controlled by the \texttt{flagMW}
210parameter, and the exact channels concerned are able to be set by the
211user (using \texttt{maxMW} and \texttt{minMW} -- these give an
212inclusive range of channels). These channels refer to the channel
213numbers of \textbf{the full cube}, before any subsection is applied.
214
215The effect is to ignore detections that lie within these channels. If
216a spatial search is being conducted (\ie one channel map at a time),
217these channels are simply not searched. If a spectral search is being
218conducted, those channels will be flagged so that no detection is made
219within them. The spectral output (see Fig.~\ref{fig-spect}) will
220ignore them as far as scaling the plot goes, and the channel range
221will be indicated by a green hatched box.
222
223Note that these channels will be included in any smoothing or
224reconstruction that is done on the array, and so will be included in
225any saved FITS file (see \S\ref{sec-reconIO}).
226
227\secB{Image reconstruction}
228\label{sec-recon}
229
230The user can direct \duchamp to reconstruct the data cube using the
231multi-resolution \atrous wavelet algorithm. A good description of the
232procedure can be found in \citet{starck02a}. The reconstruction is an
233effective way of removing a lot of the noise in the image, allowing
234one to search reliably to fainter levels, and reducing the number of
235spurious detections. This is an optional step, but one that greatly
236enhances the source-detection process, at the cost of additional CPU
237and memory usage (see \S\ref{sec-notes} for discussion).
238
239\secC{Algorithm}
240
241The steps in the \atrous reconstruction are as follows:
242\begin{enumerate}
243\item The reconstructed array is set to 0 everywhere.
244\item The input array is discretely convolved with a given filter
245  function. This is determined from the parameter file via the
246  \texttt{filterCode} parameter -- see Appendix~\ref{app-param} for
247  details on the filters available. Edges are dealt with by assuming
248  reflection at the boundary.
249\item The wavelet coefficients are calculated by taking the difference
250  between the convolved array and the input array.
251\item If the wavelet coefficients at a given point are above the
252  requested reconstruction threshold (given by \texttt{snrRecon} as
253  the number of $\sigma$ above the mean and adjusted to the current
254  scale -- see Appendix~\ref{app-scaling}), add these to the
255  reconstructed array.
256\item The separation between the filter coefficients is doubled. (Note
257  that this step provides the name of the procedure\footnote{\atrous
258  means ``with holes'' in French.}, as gaps or holes are created in
259  the filter coverage.)
260\item The procedure is repeated from step 2, using the convolved array
261  as the input array.
262\item Continue until the required maximum number of scales is reached.
263\item Add the final smoothed (\ie convolved) array to the
264  reconstructed array. This provides the ``DC offset'', as each of the
265  wavelet coefficient arrays will have zero mean.
266\end{enumerate}
267
268The range of scales at which the selection of wavelet coefficients is
269made is governed by the \texttt{scaleMin} and \texttt{scaleMax}
270parameters. The minimum scale used is given by \texttt{scaleMin},
271where the default value is 1 (the first scale). This parameter is
272useful if you want to ignore the highest-frequency features
273(e.g. high-frequency noise that might be present). Normally the
274maximum scale is calculated from the size of the input array, but it
275can be specified by using \texttt{scaleMax}. A value $\le0$ will
276result in the use of the calculated value, as will a value of
277\texttt{scaleMax} greater than the calculated value. Use of these two
278parameters can allow searching for features of a particular scale
279size, for instance searching for narrow absorption features.
280
281The reconstruction has at least two iterations. The first iteration
282makes a first pass at the wavelet reconstruction (the process outlined
283in the 8 stages above), but the residual array will likely have some
284structure still in it, so the wavelet filtering is done on the
285residual, and any significant wavelet terms are added to the final
286reconstruction. This step is repeated until the relative change in the
287measured standard deviation of the residual (see note below on the
288evaluation of this quantity) is less than some value, given by the
289\texttt{reconConvergence} parameter.
290
291It is important to note that the \atrous decomposition is an example
292of a ``redundant'' transformation. If no thresholding is performed,
293the sum of all the wavelet coefficient arrays and the final smoothed
294array is identical to the input array. The thresholding thus removes
295only the unwanted structure in the array.
296
297Note that any BLANK pixels that are still in the cube will not be
298altered by the reconstruction -- they will be left as BLANK so that
299the shape of the valid part of the cube is preserved.
300
301\secC{Note on Statistics}
302
303The correct calculation of the reconstructed array needs good
304estimators of the underlying mean and standard deviation (or rms) of
305the background noise distribution. The methods used to estimate these
306quantities are detailed in \S\ref{sec-stats} -- the default behaviour
307is to use robust estimators, to avoid biasing due to bright pixels.
308
309%These statistics are estimated using
310%robust methods, to avoid corruption by strong outlying points. The
311%mean of the distribution is actually estimated by the median, while
312%the median absolute deviation from the median (MADFM) is calculated
313%and corrected assuming Gaussianity to estimate the underlying standard
314%deviation $\sigma$. The Gaussianity (or Normality) assumption is
315%critical, as the MADFM does not give the same value as the usual rms
316%or standard deviation value -- for a Normal distribution
317%$N(\mu,\sigma)$ we find MADFM$=0.6744888\sigma$, but this will change
318%for different distributions. Since this ratio is corrected for, the
319%user need only think in the usual multiples of the rms when setting
320%\texttt{snrRecon}. See Appendix~\ref{app-madfm} for a derivation of
321%this value.
322
323When thresholding the different wavelet scales, the value of the rms
324as measured from the wavelet array needs to be scaled to account for
325the increased amount of correlation between neighbouring pixels (due
326to the convolution). See Appendix~\ref{app-scaling} for details on
327this scaling.
328
329\secC{User control of reconstruction parameters}
330
331The most important parameter for the user to select in relation to the
332reconstruction is the threshold for each wavelet array. This is set
333using the \texttt{snrRecon} parameter, and is given as a multiple of
334the rms (estimated by the MADFM) above the mean (which for the wavelet
335arrays should be approximately zero). There are several other
336parameters that can be altered as well that affect the outcome of the
337reconstruction.
338
339By default, the cube is reconstructed in three dimensions, using a
340three-dimensional filter and three-dimensional convolution. This can be
341altered, however, using the parameter \texttt{reconDim}. If set to 1,
342this means the cube is reconstructed by considering each spectrum
343separately, whereas \texttt{reconDim=2} will mean the cube is
344reconstructed by doing each channel map separately. The merits of
345these choices are discussed in \S\ref{sec-notes}, but it should be
346noted that a 2-dimensional reconstruction can be susceptible to edge
347effects if the spatial shape of the pixel array is not rectangular.
348
349The user can also select the minimum and maximum scales to be used in
350the reconstruction. The first scale exhibits the highest frequency
351variations, and so ignoring this one can sometimes be beneficial in
352removing excess noise. The default is to use all scales
353(\texttt{minscale = 1}).
354
355The convergence of the \atrous iterations is governed by the
356\texttt{reconConvergence} parameter, which is the fractional decrease
357in the standard deviation of the residuals from one iteration to the
358next. \duchamp will do at least two iterations, and then continue
359until the decrease is less than the value of this parameter.
360
361Finally, the filter that is used for the convolution can be selected
362by using \texttt{filterCode} and the relevant code number -- the
363choices are listed in Appendix~\ref{app-param}. A larger filter will
364give a better reconstruction, but take longer and use more memory when
365executing. When multi-dimensional reconstruction is selected, this
366filter is used to construct a 2- or 3-dimensional equivalent.
367
368\secB{Smoothing the cube}
369\label{sec-smoothing}
370
371An alternative to doing the wavelet reconstruction is to smooth the
372cube.  This technique can be useful in reducing the noise level (at
373the cost of making neighbouring pixels correlated and blurring any
374signal present), and is particularly well suited to the case where a
375particular signal size (\ie a certain channel width or spatial size)
376is believed to be present in the data.
377
378There are two alternative methods that can be used: spectral
379smoothing, using the Hanning filter; or spatial smoothing, using a 2D
380Gaussian kernel. These alternatives are outlined below. To utilise the
381smoothing option, set the parameter \texttt{flagSmooth=true} and set
382\texttt{smoothType} to either \texttt{spectral} or \texttt{spatial}.
383
384\secC{Spectral smoothing}
385
386When \texttt{smoothType = spectral} is selected, the cube is smoothed
387only in the spectral domain. Each spectrum is independently smoothed
388by a Hanning filter, and then put back together to form the smoothed
389cube, which is then used by the searching algorithm (see below). Note
390that in the case of both the reconstruction and the smoothing options
391being requested, the reconstruction will take precedence and the
392smoothing will \emph{not} be done.
393
394There is only one parameter necessary to define the degree of
395smoothing -- the Hanning width $a$ (given by the user parameter
396\texttt{hanningWidth}). The coefficients $c(x)$ of the Hanning filter
397are defined by
398\[
399c(x) =
400  \begin{cases}
401   \frac{1}{2}\left(1+\cos(\frac{\pi x}{a})\right) &|x| < (a+1)/2\\
402   0                                               &|x| \geq (a+1)/2.
403  \end{cases},\ a,x \in \mathbb{Z}
404\]
405Note that the width specified must be an
406odd integer (if the parameter provided is even, it is incremented by
407one).
408
409\secC{Spatial smoothing}
410
411When \texttt{smoothType = spatial} is selected, the cube is smoothed
412only in the spatial domain. Each channel map is independently smoothed
413by a two-dimensional Gaussian kernel, put back together to form the
414smoothed cube, and used in the searching algorithm (see below). Again,
415reconstruction is always done by preference if both techniques are
416requested.
417
418The two-dimensional Gaussian has three parameters to define it,
419governed by the elliptical cross-sectional shape of the Gaussian
420function: the FWHM (full-width at half-maximum) of the major and minor
421axes, and the position angle of the major axis. These are given by the
422user parameters \texttt{kernMaj, kernMin} \& \texttt{kernPA}. If a
423circular Gaussian is required, the user need only provide the
424\texttt{kernMaj} parameter. The \texttt{kernMin} parameter will then
425be set to the same value, and \texttt{kernPA} to zero.  If we define
426these parameters as $a,b,\theta$ respectively, we can define the
427kernel by the function
428\[
429k(x,y) = \exp\left[-0.5 \left(\frac{X^2}{\sigma_X^2} +
430                              \frac{Y^2}{\sigma_Y^2}   \right) \right]
431\]
432where $(x,y)$ are the offsets from the central pixel of the gaussian
433function, and
434\begin{align*}
435X& = x\sin\theta - y\cos\theta&
436  Y&= x\cos\theta + y\sin\theta\\
437\sigma_X^2& = \frac{(a/2)^2}{2\ln2}&
438  \sigma_Y^2& = \frac{(b/2)^2}{2\ln2}\\
439\end{align*}
440
441\secB{Input/Output of reconstructed/smoothed arrays}
442\label{sec-reconIO}
443
444The smoothing and reconstruction stages can be relatively
445time-consuming, particularly for large cubes and reconstructions in
4463-D (or even spatial smoothing). To get around this, \duchamp provides
447a shortcut to allow users to perform multiple searches (\eg with
448different thresholds) on the same reconstruction/smoothing setup
449without re-doing the calculations each time.
450
451To save the reconstructed array as a FITS file, set
452\texttt{flagOutputRecon = true}. The file will be saved in the same
453directory as the input image, so the user needs to have write
454permissions for that directory.
455
456The name of the file can given by the \texttt{fileOutputRecon}
457parameter, but this can be ignored and \duchamp will present a name
458based on the reconstruction parameters. The filename will be derived
459from the input filename, with extra information detailing the
460reconstruction that has been done. For example, suppose
461\texttt{image.fits} has been reconstructed using a 3-dimensional
462reconstruction with filter \#2, thresholded at $4\sigma$ using all
463scales from 1 to 5, with a convergence criterion of 0.005. The output
464filename will then be \texttt{image.RECON-3-2-4-1-5-0.005.fits} (\ie
465it uses the six parameters relevant for the \atrous reconstruction as
466listed in Appendix~\ref{app-param}). The new FITS file will also have
467these parameters as header keywords. If a subsection of the input
468image has been used (see \S\ref{sec-input}), the format of the output
469filename will be \texttt{image.sub.RECON-3-2-4-1-5-0.005.fits}, and the
470subsection that has been used is also stored in the FITS header.
471
472Likewise, the residual image, defined as the difference between the
473input and reconstructed arrays, can also be saved in the same manner
474by setting \texttt{flagOutputResid = true}. Its filename will be the
475same as above, with \texttt{RESID} replacing \texttt{RECON}.
476
477If a reconstructed image has been saved, it can be read in and used
478instead of redoing the reconstruction. To do so, the user should set
479the parameter \texttt{flagReconExists = true}. The user can indicate
480the name of the reconstructed FITS file using the \texttt{reconFile}
481parameter, or, if this is not specified, \duchamp searches for the
482file with the name as defined above. If the file is not found, the
483reconstruction is performed as normal. Note that to do this, the user
484needs to set \texttt{flagAtrous = true} (obviously, if this is
485\texttt{false}, the reconstruction is not needed).
486
487To save the smoothed array, set \texttt{flagOutputSmooth = true}. As
488for the reconstructed/residual arrays, the name of the file can given
489by the parameter \texttt{fileOutputSmooth}, but this can be ignored
490and \duchamp will present a name that indicates the both the type and
491the details of the smoothing method used. It will be either
492\texttt{image.SMOOTH-1D-a.fits}, where a is replaced by the Hanning
493width used, or \texttt{image.SMOOTH-2D-a-b-c.fits}, where the Gaussian
494kernel parameters are a,b,c. Similarly to the reconstruction case, a
495saved file can be read in by setting \texttt{flagSmoothExists = true}
496and either specifying a file to be read with the \texttt{smoothFile}
497parameter or relying on \duchamp to find the file with the name as
498given above.
499
500
501\secB{Searching the image}
502\label{sec-detection}
503
504\secC{Representation of detected objects}
505\label{sec-scan}
506
507\begin{figure}
508\includegraphics[width=\textwidth]{exampleObject}
509\caption{An example of the run-length encoding method of storing
510pixel information. The scans used to encode the image are listed
511alongside the relevant row. The pixels are colour-coded by
512nominal pixel values, but note that the pixel values themselves
513do not form part of the encoding and are not kept as part of the
514object class. }
515\label{fig-objExample}
516\end{figure}
517
518The principle aim of \duchamp is to provide a catalogue of sources
519located in the image. While running, \duchamp needs to maintain for
520each source several data structures that will contribute to the memory
521footprint: a record of which pixels contribute to the source; a set of
522measured parameters that will go into the catalogue; and a separate
523two-dimensional map showing the spatial location of detected pixels
524(carrying this around makes the computation of detection maps easier
525-- see \S\ref{sec-spatialmaps}).
526
527To keep track of the set of detected pixels, \duchamp
528employs specialised techniques that keep the memory usage
529manageable. A naive method could be to store each single pixel, but
530this results in a lot of redundant information being stored in memory.
531
532To reduce the storage requirements, the run-length encoding method is
533used for storing the spatial information. In this fashion, an object
534in 2D is stored as a series of ``runs'', encoded by a row number (the
535$y$-value), the starting column (the minimum $x$-value) and the run
536length ($\ell_x$: the number of contiguous pixels in that row
537connected to the starting pixel). A single set of $(y,x,\ell_x)$
538values is called a ``scan''. A two-dimensional image is therefore made
539up of a set of scans. An example can be seen in
540Fig.~\ref{fig-objExample}. Note that the object shown has fourteen
541pixels, and so would require 28 integers to record the positions of
542all pixels. The run-length encoding uses just 18 integers to record
543the same information. The longer the runs are in each scan, the
544greater the saving of storage over the naive method.
545
546A 3D object is stored as a set of channel maps, with a channel map
547being a 2D plane with constant $z$-value. Each channel map is itself a
548set of scans showing the $(x,y)$ position of the pixels. The
549additional detection map is stored as a separate channel map, also
550made up of scans.
551
552Note that these pixel map representations do not carry the flux
553information with them. They store just the pixel locations and need to
554be combined with an array of flux values to provide parameters such as
555integrated flux. The advantage of this approach is that the pixel
556locations can be easily applied to different flux arrays as the need
557permits (for instance, defining them using the reconstructed array,
558yet evaluating parameters on the original array).
559
560\secC{Technique}
561
562The basic idea behind detection in \duchamp is to locate sets of
563contiguous voxels that lie above some threshold. No size or shape
564requirement is imposed upon the detections, and no fitting (for
565instance, fitting Gaussian profiles) is done on the sources. All
566\duchamp does is find connected groups of bright voxels and report
567their locations and basic parameters.
568
569One threshold is calculated for the entire cube, enabling calculation
570of signal-to-noise ratios for each source (see
571\S\ref{sec-output} for details). The user can manually specify a
572value (using the parameter \texttt{threshold}) for the threshold,
573which will override the calculated value. Note that this option
574overrides any settings of \texttt{snrCut} or FDR options (see below).
575
576The cube can be searched in one of two ways, governed by the input
577parameter \texttt{searchType}. If \texttt{searchType=spatial}, the
578cube is searched one channel map at a time, using the 2-dimensional
579raster-scanning algorithm of \citet{lutz80} that connects groups of
580neighbouring pixels. Such an algorithm cannot be applied directly to a
5813-dimensional case, as it requires that objects are completely nested
582in a row (when scanning along a row, if an object finishes and other
583starts, you won't get back to the first until the second is completely
584finished for the row). Three-dimensional data does not have this
585property, hence the need to treat the data on a 2-dimensional basis at
586most.
587
588Alternatively, if \texttt{searchType=spectral}, the searching is done
589in one dimension on each individual spatial pixel's spectrum. This is
590a simpler search, but there are potentially many more of them.
591
592Although there are parameters that govern the minimum number of pixels
593in a spatial, spectral and total senses that an object must have
594(\texttt{minPix}, \texttt{minChannels} and \texttt{minVoxels}
595respectively), these criteria are not applied at this point - see
596\S\ref{sec-reject} for details.
597
598Finally, the search only looks for positive features. If one is
599interested instead in negative features (such as absorption lines),
600set the parameter \texttt{flagNegative = true}. This will invert the
601cube (\ie multiply all pixels by $-1$) prior to the search, and then
602re-invert the cube (and the fluxes of any detections) after searching
603is complete. If the reconstructed or smoothed array has been read in
604from disk, this will also be inverted at the same time. All outputs
605are done in the same manner as normal, so that fluxes of detections
606will be negative.
607
608\secC{Calculating statistics}
609\label{sec-stats}
610
611A crucial part of the detection process (as well as the wavelet
612reconstruction: \S\ref{sec-recon}) is estimating the statistics that
613define the detection threshold. To determine a threshold, we need to
614estimate from the data two parameters: the middle of the noise
615distribution (the ``noise level''), and the width of the distribution
616(the ``noise spread''). The noise level is estimated by either the
617mean or the median, and the noise spread by the rms (or the standard
618deviation) or the median absolute deviation from the median
619(MADFM). The median and MADFM are robust statistics, in that they are
620not biased by the presence of a few pixels much brighter than the
621noise.
622
623All four statistics are calculated automatically, but the choice of
624parameters that will be used is governed by the input parameter
625\texttt{flagRobustStats}. This has the default value \texttt{true},
626meaning the underlying mean of the noise distribution is estimated by
627the median, and the underlying standard deviation is estimated by the
628MADFM. In the latter case, the value is corrected, under the
629assumption that the underlying distribution is Normal (Gaussian), by
630dividing by 0.6744888 -- see Appendix~\ref{app-madfm} for details. If
631\texttt{flagRobustStats=false}, the mean and rms are used instead.
632
633The choice of pixels to be used depend on the analysis method. If the
634wavelet reconstruction has been done, the residuals (defined
635in the sense of original $-$ reconstruction) are used to estimate the
636noise spread of the cube, since the reconstruction should pick out
637all significant structure. The noise level (the middle of the
638distribution) is taken from the original array.
639
640If smoothing of the cube has been done instead, all noise parameters
641are measured from the smoothed array, and detections are made with
642these parameters. When the signal-to-noise level is quoted for each
643detection (see \S\ref{sec-output}), the noise parameters of the
644original array are used, since the smoothing process correlates
645neighbouring pixels, reducing the noise level.
646
647If neither reconstruction nor smoothing has been done, then the
648statistics are calculated from the original, input array.
649
650The parameters that are estimated should be representative of the
651noise in the cube. For the case of small objects embedded in many
652noise pixels (\eg the case of \hi surveys), using the full cube will
653provide good estimators. It is possible, however, to use only a
654subsection of the cube by setting the parameter \texttt{flagStatSec =
655  true} and providing the desired subsection to the \texttt{StatSec}
656parameter. This subsection works in exactly the same way as the pixel
657subsection discussed in \S\ref{sec-input}. The \texttt{StatSec} will
658be trimmed if necessary so that it lies wholly within the image
659subsection being used (\ie that given by the \texttt{subsection}
660parameter - this governs what pixels are read in and so are able to be
661used in the calculations).
662
663Note that \texttt{StatSec} applies only to the statistics used to
664determine the threshold. It does not affect the calculation of
665statistics in the case of the wavelet reconstruction. Note also that
666pixels flagged as BLANK or as part of the ``Milky Way'' range of
667channels are ignored in the statistics calculations.
668
669\secC{Determining the threshold}
670
671Once the statistics have been calculated, the threshold is determined
672in one of two ways. The first way is a simple sigma-clipping, where a
673threshold is set at a fixed number $n$ of standard deviations above
674the mean, and pixels above this threshold are flagged as detected. The
675value of $n$ is set with the parameter \texttt{snrCut}. The ``mean''
676and ``standard deviation'' here are estimated according to
677\texttt{flagRobustStats}, as discussed in \S\ref{sec-stats}. In this
678first case only, if the user specifies a threshold, using the
679\texttt{threshold} parameter, the sigma-clipped value is ignored.
680
681The second method uses the False Discovery Rate (FDR) technique
682\citep{miller01,hopkins02}, whose basis we briefly detail here. The
683false discovery rate (given by the number of false detections divided
684by the total number of detections) is fixed at a certain value
685$\alpha$ (\eg $\alpha=0.05$ implies 5\% of detections are false
686positives). In practice, an $\alpha$ value is chosen, and the ensemble
687average FDR (\ie $\langle FDR \rangle$) when the method is used will
688be less than $\alpha$.  One calculates $p$ -- the probability,
689assuming the null hypothesis is true, of obtaining a test statistic as
690extreme as the pixel value (the observed test statistic) -- for each
691pixel, and sorts them in increasing order. One then calculates $d$
692where
693\[
694d = \max_j \left\{ j : P_j < \frac{j\alpha}{c_N N} \right\},
695\]
696and then rejects all hypotheses whose $p$-values are less than or
697equal to $P_d$. (So a $P_i<P_d$ will be rejected even if $P_i \geq
698j\alpha/c_N N$.) Note that ``reject hypothesis'' here means ``accept
699the pixel as an object pixel'' (\ie we are rejecting the null
700hypothesis that the pixel belongs to the background).
701
702The $c_N$ value here is a normalisation constant that depends on the
703correlated nature of the pixel values. If all the pixels are
704uncorrelated, then $c_N=1$. If $N$ pixels are correlated, then their
705tests will be dependent on each other, and so $c_N = \sum_{i=1}^N
706i^{-1}$. \citet{hopkins02} consider real radio data, where the pixels
707are correlated over the beam. For the calculations done in \duchamp,
708$N = B \times C$, where $B$ is the beam area in pixels, calculated
709from the FITS header (if the correct keywords -- BMAJ, BMIN -- are not
710present, the size of the beam is taken from the input parameters - see
711discussion in \S\ref{sec-results}, and if these parameters are not
712given, $B=1$), and $C$ is the number of neighbouring channels that can
713be considered to be correlated.
714
715The use of the FDR method is governed by the \texttt{flagFDR} flag,
716which is \texttt{false} by default. To set the relevant parameters,
717use \texttt{alphaFDR} to set the $\alpha$ value, and
718\texttt{FDRnumCorChan} to set the $C$ value discussed above. These
719have default values of 0.01 and 2 respectively.
720
721The theory behind the FDR method implies a direct connection between
722the choice of $\alpha$ and the fraction of detections that will be
723false positives. These detections, however, are individual pixels,
724which undergo a process of merging and rejection (\S\ref{sec-merger}),
725and so the fraction of the final list of detected objects that are
726false positives will be much smaller than $\alpha$. See the discussion
727in \S\ref{sec-notes}.
728
729%\secC{Storage of detected objects in memory}
730%
731%It is useful to understand how \duchamp stores the detected objects in
732%memory while it is running. This makes use of nested C++ classes, so
733%that an object is stored as a class that includes the set of detected
734%pixels, plus all the various calculated parameters (fluxes, WCS
735%coordinates, pixel centres and extrema, flags,...). The set of pixels
736%are stored using another class, that stores 3-dimensional objects as a
737%set of channel maps, each consisting of a $z$-value and a
738%2-dimensional object (a spatial map if you like). This 2-dimensional
739%object is recorded using ``run-length'' encoding, where each row (a
740%fixed $y$ value) is stored by the starting $x$-value and the length
741
742\secB{Merging, growing and rejecting detected objects}
743\label{sec-merger}
744
745\secC{Merging}
746
747The searches described above are either 1- or 2-dimensional only. They
748do not know anything about the third dimension that is likely to be
749present. To build up 3D sources, merging of detections must be
750done. This is done via an algorithm that matches objects judged to be
751``close'', according to one of two criteria.
752
753One criterion is to define two thresholds -- one spatial and one in
754velocity -- and say that two objects should be merged if there is at
755least one pair of pixels that lie within these threshold distances of
756each other. These thresholds are specified by the parameters
757\texttt{threshSpatial} and \texttt{threshVelocity} (in units of pixels
758and channels respectively).
759
760Alternatively, the spatial requirement can be changed to say that
761there must be a pair of pixels that are \emph{adjacent} -- a stricter,
762but perhaps more realistic requirement, particularly when the spatial
763pixels have a large angular size (as is the case for \hi
764surveys). This method can be selected by setting the parameter
765\texttt{flagAdjacent=true} in the parameter file. The velocity
766thresholding is always done with the \texttt{threshVelocity} test.
767
768
769\secC{Stages of merging}
770
771This merging can be done in two stages. The default behaviour is for
772each new detection to be compared with those sources already detected,
773and for it to be merged with the first one judged to be close. No
774other examination of the list is done at this point.
775
776This step can be turned off by setting
777\texttt{flagTwoStageMerging=false}, so that new detections are simply
778added to the end of the list, leaving all merging to be done in the
779second stage.
780
781The second, main stage of merging is more thorough, Once the searching
782is completed, the list is iterated through, looking at each pair of
783objects, and merging appropriately. The merged objects are then
784included in the examination, to see if a merged pair is suitably close
785to a third.
786
787\secC{Growing}
788
789Once the detections have been merged, they may be ``grown'' (this is
790essentially the process known elsewhere as ``floodfill''). This is a
791process of increasing the size of the detection by adding nearby
792pixels (according to the \texttt{threshSpatial} and
793\texttt{threshVelocity} parameters) that are above some secondary
794threshold and not already part of a detected object. This threshold
795should be lower than the one used for the initial detection, but above
796the noise level, so that faint pixels are only detected when they are
797close to a bright pixel. This threshold is specified via one of two
798input parameters. It can be given in terms of the noise statistics via
799\texttt{growthCut} (which has a default value of $3\sigma$), or it can
800be directly given via \texttt{growthThreshold}. Note that if you have
801given the detection threshold with the \texttt{threshold} parameter,
802the growth threshold \textbf{must} be given with
803\texttt{growthThreshold}. If \texttt{growthThreshold} is not provided
804in this situation, the growing will not be done.
805
806The use of the growth algorithm is controlled by the
807\texttt{flagGrowth} parameter -- the default value of which is
808\texttt{false}. If the detections are grown, they are sent through the
809merging algorithm a second time, to pick up any detections that should
810be merged at the new lower threshold (\ie they have grown into each
811other).
812
813\secC{Rejecting}
814\label{sec-reject}
815
816Finally, to be accepted, the detections must satisfy minimum size
817criteria, relating to the number of channels, spatial pixels and
818voxels occupied by the object. These criteria are set using the
819\texttt{minChannels}, \texttt{minPix} and \texttt{minVoxels}
820parameters respectively. The channel requirement means a source must
821have at least one set of \texttt{minChannels} consecutive channels to
822be accepted. The spatial pixels (\texttt{minPix}) requirement refers
823to distinct spatial pixels (which are possibly in different channels),
824while the voxels requirement refers to the total number of voxels
825detected. If the \texttt{minVoxels} parameter is not provided, it
826defaults to \texttt{minPix}$+$\texttt{minChannels}-1.
827
828It is possible to do this rejection stage before the main merging and
829growing stage. This could be done to remove narrow (hopefully
830spurious) sources from the list before growing them, to reduce the
831number of false positives in the final list. This mode can be selected
832by setting the input parameter \texttt{flagRejectBeforeMerge=true} --
833caution is urged if you use this in conjunction with
834\texttt{flagTwoStageMerging=false}, as you can throw away parts of
835objects that you may otherwise wish to keep.
836
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