source: trunk/docs/executionFlow.tex @ 1016

Last change on this file since 1016 was 1011, checked in by MatthewWhiting, 12 years ago

Adding sections on memory usage and on how the detected objects are represented.

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1% -----------------------------------------------------------------------
2% executionFlow.tex: Section detailing each of the main algorithms
3%                    used by Duchamp.
4% -----------------------------------------------------------------------
5% Copyright (C) 2006, Matthew Whiting, ATNF
6%
7% This program is free software; you can redistribute it and/or modify it
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21% Correspondence concerning Duchamp may be directed to:
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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). When employed, these channels are
209ignored for the searching, and the scaling of the spectral output (see
210Fig.~\ref{fig-spect}) will not take them into account. They will be
211present in the reconstructed array, however, and so will be included
212in the saved FITS file (see \S\ref{sec-reconIO}). When the final
213spectra are plotted, the range of channels covered by these parameters
214is indicated by a green hashed box. Note that these channels refer to
215channel numbers in the full cube, before any subsection is applied.
216
217\secB{Image reconstruction}
218\label{sec-recon}
219
220The user can direct \duchamp to reconstruct the data cube using the
221\atrous wavelet procedure. A good description of the procedure can be
222found in \citet{starck02a}. The reconstruction is an effective way
223of removing a lot of the noise in the image, allowing one to search
224reliably to fainter levels, and reducing the number of spurious
225detections. This is an optional step, but one that greatly enhances
226the source-detection process, with the payoff that it can be
227relatively time- and memory-intensive.
228
229\secC{Algorithm}
230
231The steps in the \atrous reconstruction are as follows:
232\begin{enumerate}
233\item The reconstructed array is set to 0 everywhere.
234\item The input array is discretely convolved with a given filter
235  function. This is determined from the parameter file via the
236  \texttt{filterCode} parameter -- see Appendix~\ref{app-param} for
237  details on the filters available. Edges are dealt with by assuming
238  reflection at the boundary.
239\item The wavelet coefficients are calculated by taking the difference
240  between the convolved array and the input array.
241\item If the wavelet coefficients at a given point are above the
242  requested threshold (given by \texttt{snrRecon} as the number of
243  $\sigma$ above the mean and adjusted to the current scale -- see
244  Appendix~\ref{app-scaling}), add these to the reconstructed array.
245\item The separation between the filter coefficients is doubled. (Note
246  that this step provides the name of the procedure\footnote{\atrous
247  means ``with holes'' in French.}, as gaps or holes are created in
248  the filter coverage.)
249\item The procedure is repeated from step 2, using the convolved array
250  as the input array.
251\item Continue until the required maximum number of scales is reached.
252\item Add the final smoothed (\ie convolved) array to the
253  reconstructed array. This provides the ``DC offset'', as each of the
254  wavelet coefficient arrays will have zero mean.
255\end{enumerate}
256
257The range of scales at which the selection of wavelet coefficients is
258made is governed by the \texttt{scaleMin} and \texttt{scaleMax}
259parameters. The minimum scale used is given by \texttt{scaleMin},
260where the default value is 1 (the first scale). This parameter is
261useful if you want to ignore the highest-frequency features
262(e.g. high-frequency noise that might be present). Normally the
263maximum scale is calculated from the size of the input array, but it
264can be specified by using \texttt{scaleMax}. A value $\le0$ will
265result in the use of the calculated value, as will a value of
266\texttt{scaleMax} greater than the calculated value. Use of these two
267parameters can allow searching for features of a particular scale
268size, for instance searching for narrow absorption features.
269
270The reconstruction has at least two iterations. The first iteration
271makes a first pass at the wavelet reconstruction (the process outlined
272in the 8 stages above), but the residual array will likely have some
273structure still in it, so the wavelet filtering is done on the
274residual, and any significant wavelet terms are added to the final
275reconstruction. This step is repeated until the change in the measured
276standard deviation of the background (see note below on the evaluation
277of this quantity) is less than some fiducial amount.
278
279It is important to note that the \atrous decomposition is an example
280of a ``redundant'' transformation. If no thresholding is performed,
281the sum of all the wavelet coefficient arrays and the final smoothed
282array is identical to the input array. The thresholding thus removes
283only the unwanted structure in the array.
284
285Note that any BLANK pixels that are still in the cube will not be
286altered by the reconstruction -- they will be left as BLANK so that
287the shape of the valid part of the cube is preserved.
288
289\secC{Note on Statistics}
290
291The correct calculation of the reconstructed array needs good
292estimators of the underlying mean and standard deviation (or rms) of
293the background noise distribution. The methods used to estimate these
294quantities are detailed in \S\ref{sec-stats} -- the default behaviour
295is to use robust estimators, to avoid biasing due to bright pixels.
296
297%These statistics are estimated using
298%robust methods, to avoid corruption by strong outlying points. The
299%mean of the distribution is actually estimated by the median, while
300%the median absolute deviation from the median (MADFM) is calculated
301%and corrected assuming Gaussianity to estimate the underlying standard
302%deviation $\sigma$. The Gaussianity (or Normality) assumption is
303%critical, as the MADFM does not give the same value as the usual rms
304%or standard deviation value -- for a Normal distribution
305%$N(\mu,\sigma)$ we find MADFM$=0.6744888\sigma$, but this will change
306%for different distributions. Since this ratio is corrected for, the
307%user need only think in the usual multiples of the rms when setting
308%\texttt{snrRecon}. See Appendix~\ref{app-madfm} for a derivation of
309%this value.
310
311When thresholding the different wavelet scales, the value of the rms
312as measured from the wavelet array needs to be scaled to account for
313the increased amount of correlation between neighbouring pixels (due
314to the convolution). See Appendix~\ref{app-scaling} for details on
315this scaling.
316
317\secC{User control of reconstruction parameters}
318
319The most important parameter for the user to select in relation to the
320reconstruction is the threshold for each wavelet array. This is set
321using the \texttt{snrRecon} parameter, and is given as a multiple of
322the rms (estimated by the MADFM) above the mean (which for the wavelet
323arrays should be approximately zero). There are several other
324parameters that can be altered as well that affect the outcome of the
325reconstruction.
326
327By default, the cube is reconstructed in three dimensions, using a
3283-dimensional filter and 3-dimensional convolution. This can be
329altered, however, using the parameter \texttt{reconDim}. If set to 1,
330this means the cube is reconstructed by considering each spectrum
331separately, whereas \texttt{reconDim=2} will mean the cube is
332reconstructed by doing each channel map separately. The merits of
333these choices are discussed in \S\ref{sec-notes}, but it should be
334noted that a 2-dimensional reconstruction can be susceptible to edge
335effects if the spatial shape of the pixel array is not rectangular.
336
337The user can also select the minimum scale to be used in the
338reconstruction. The first scale exhibits the highest frequency
339variations, and so ignoring this one can sometimes be beneficial in
340removing excess noise. The default is to use all scales
341(\texttt{minscale = 1}).
342
343Finally, the filter that is used for the convolution can be selected
344by using \texttt{filterCode} and the relevant code number -- the
345choices are listed in Appendix~\ref{app-param}. A larger filter will
346give a better reconstruction, but take longer and use more memory when
347executing. When multi-dimensional reconstruction is selected, this
348filter is used to construct a 2- or 3-dimensional equivalent.
349
350\secB{Smoothing the cube}
351\label{sec-smoothing}
352
353An alternative to doing the wavelet reconstruction is to smooth the
354cube.  This technique can be useful in reducing the noise level
355slightly (at the cost of making neighbouring pixels correlated and
356blurring any signal present), and is particularly well suited to the
357case where a particular signal size (\ie a certain channel width or
358spatial size) is believed to be present in the data.
359
360There are two alternative methods that can be used: spectral
361smoothing, using the Hanning filter; or spatial smoothing, using a 2D
362Gaussian kernel. These alternatives are outlined below. To utilise the
363smoothing option, set the parameter \texttt{flagSmooth=true} and set
364\texttt{smoothType} to either \texttt{spectral} or \texttt{spatial}.
365
366\secC{Spectral smoothing}
367
368When \texttt{smoothType = spectral} is selected, the cube is smoothed
369only in the spectral domain. Each spectrum is independently smoothed
370by a Hanning filter, and then put back together to form the smoothed
371cube, which is then used by the searching algorithm (see below). Note
372that in the case of both the reconstruction and the smoothing options
373being requested, the reconstruction will take precedence and the
374smoothing will \emph{not} be done.
375
376There is only one parameter necessary to define the degree of
377smoothing -- the Hanning width $a$ (given by the user parameter
378\texttt{hanningWidth}). The coefficients $c(x)$ of the Hanning filter
379are defined by
380\[
381c(x) =
382  \begin{cases}
383   \frac{1}{2}\left(1+\cos(\frac{\pi x}{a})\right) &|x| < (a+1)/2\\
384   0                                               &|x| \geq (a+1)/2.
385  \end{cases},\ a,x \in \mathbb{Z}
386\]
387Note that the width specified must be an
388odd integer (if the parameter provided is even, it is incremented by
389one).
390
391\secC{Spatial smoothing}
392
393When \texttt{smoothType = spatial} is selected, the cube is smoothed
394only in the spatial domain. Each channel map is independently smoothed
395by a two-dimensional Gaussian kernel, put back together to form the
396smoothed cube, and used in the searching algorithm (see below). Again,
397reconstruction is always done by preference if both techniques are
398requested.
399
400The two-dimensional Gaussian has three parameters to define it,
401governed by the elliptical cross-sectional shape of the Gaussian
402function: the FWHM (full-width at half-maximum) of the major and minor
403axes, and the position angle of the major axis. These are given by the
404user parameters \texttt{kernMaj, kernMin} \& \texttt{kernPA}. If a
405circular Gaussian is required, the user need only provide the
406\texttt{kernMaj} parameter. The \texttt{kernMin} parameter will then
407be set to the same value, and \texttt{kernPA} to zero.  If we define
408these parameters as $a,b,\theta$ respectively, we can define the
409kernel by the function
410\[
411k(x,y) = \exp\left[-0.5 \left(\frac{X^2}{\sigma_X^2} +
412                              \frac{Y^2}{\sigma_Y^2}   \right) \right]
413\]
414where $(x,y)$ are the offsets from the central pixel of the gaussian
415function, and
416\begin{align*}
417X& = x\sin\theta - y\cos\theta&
418  Y&= x\cos\theta + y\sin\theta\\
419\sigma_X^2& = \frac{(a/2)^2}{2\ln2}&
420  \sigma_Y^2& = \frac{(b/2)^2}{2\ln2}\\
421\end{align*}
422
423\secB{Input/Output of reconstructed/smoothed arrays}
424\label{sec-reconIO}
425
426The smoothing and reconstruction stages can be relatively
427time-consuming, particularly for large cubes and reconstructions in
4283-D (or even spatial smoothing). To get around this, \duchamp provides
429a shortcut to allow users to perform multiple searches (\eg with
430different thresholds) on the same reconstruction/smoothing setup
431without re-doing the calculations each time.
432
433To save the reconstructed array as a FITS file, set
434\texttt{flagOutputRecon = true}. The file will be saved in the same
435directory as the input image, so the user needs to have write
436permissions for that directory.
437
438The name of the file can given by the \texttt{fileOutputRecon}
439parameter, but this can be ignored and \duchamp will present a name
440based on the reconstruction parameters. The filename will be derived
441from the input filename, with extra information detailing the
442reconstruction that has been done. For example, suppose
443\texttt{image.fits} has been reconstructed using a 3-dimensional
444reconstruction with filter \#2, thresholded at $4\sigma$ using all
445scales. The output filename will then be
446\texttt{image.RECON-3-2-4-1.fits} (\ie it uses the four parameters
447relevant for the \atrous reconstruction as listed in
448Appendix~\ref{app-param}). The new FITS file will also have these
449parameters as header keywords. If a subsection of the input image has
450been used (see \S\ref{sec-input}), the format of the output filename
451will be \texttt{image.sub.RECON-3-2-4-1.fits}, and the subsection that
452has been used is also stored in the FITS header.
453
454Likewise, the residual image, defined as the difference between the
455input and reconstructed arrays, can also be saved in the same manner
456by setting \texttt{flagOutputResid = true}. Its filename will be the
457same as above, with \texttt{RESID} replacing \texttt{RECON}.
458
459If a reconstructed image has been saved, it can be read in and used
460instead of redoing the reconstruction. To do so, the user should set
461the parameter \texttt{flagReconExists = true}. The user can indicate
462the name of the reconstructed FITS file using the \texttt{reconFile}
463parameter, or, if this is not specified, \duchamp searches for the
464file with the name as defined above. If the file is not found, the
465reconstruction is performed as normal. Note that to do this, the user
466needs to set \texttt{flagAtrous = true} (obviously, if this is
467\texttt{false}, the reconstruction is not needed).
468
469To save the smoothed array, set \texttt{flagOutputSmooth = true}. As
470for the reconstructed/residual arrays, the
471name of the file can given by the \texttt{fileOutputSmooth} parameter,
472but this can be ignored and \duchamp will present a name based on the
473method of smoothing used. It will be either
474\texttt{image.SMOOTH-1D-a.fits}, where a is replaced by the Hanning
475width used, or \texttt{image.SMOOTH-2D-a-b-c.fits}, where the Gaussian
476kernel parameters are a,b,c. Similarly to the reconstruction case, a
477saved file can be read in by setting \texttt{flagSmoothExists = true}
478and either specifying a file to be read with the \texttt{smoothFile}
479parameter or relying on \duchamp to find the file with the name as
480given above.
481
482
483\secB{Searching the image}
484\label{sec-detection}
485
486\secC{Representation of detected objects}
487\label{sec-scan}
488
489\begin{figure}
490\includegraphics[width=\textwidth]{exampleObject}
491\caption{An example of the run-length encoding method of storing
492pixel information. The scans used to encode the image are listed
493alongside the relevant row. The pixels are colour-coded by
494nominal pixel values, but note that the pixel values themselves
495do not form part of the encoding and are not kept as part of the
496object class. }
497\label{fig-objExample}
498\end{figure}
499
500The principle aim of \duchamp is to provide a catalogue of sources
501located in the image. While running, \duchamp needs to maintain for
502each source several data structures that will contribute to the memory
503footprint: a record of which pixels contribute to the source; a set of
504measured parameters that will go into the catalogue; and a separate
505two-dimensional map showing the spatial location of detected pixels
506(carrying this around makes the computation of detection maps easier
507-- see Section~\ref{sec-spatialmaps}).
508
509To keep track of the set of detected pixels, \duchamp
510employs specialised techniques that keep the memory usage
511manageable. A naive method could be to store each single pixel, but
512this results in a lot of redundant information being stored in memory.
513
514To reduce the storage requirements, the run-length encoding method is
515used for storing the spatial information. In this fashion, an object
516in 2D is stored as a series of ``runs'', encoded by a row number (the
517$y$-value), the starting column (the minimum $x$-value) and the run
518length ($\ell_x$: the number of contiguous pixels in that row
519connected to the starting pixel). A single set of $(y,x,\ell_x)$
520values is called a ``scan''. A two-dimensional image is therefore made
521up of a set of scans. An example can be seen in
522Fig.~\ref{fig-objExample}. Note that the object shown has fourteen
523pixels, and so would require 28 integers to record the positions of
524all pixels. The run-length encoding uses just 18 integers to record
525the same information. The longer the runs are in each scan, the
526greater the saving of storage over the naive method.
527
528A 3D object is stored as a set of channel maps, with a channel map
529being a 2D plane with constant $z$-value. Each channel map is itself a
530set of scans showing the $(x,y)$ position of the pixels. The
531additional detection map is stored as a separate channel map, also
532made up of scans.
533
534\secC{Technique}
535
536The basic idea behind detection in \duchamp is to locate sets of
537contiguous voxels that lie above some threshold. No size or shape
538requirement is imposed upon the detections -- that is, \duchamp does
539not fit \eg a Gaussian profile to each source. All it does is find
540connected groups of bright voxels.
541
542One threshold is calculated for the entire cube, enabling calculation
543of signal-to-noise ratios for each source (see
544Section~\ref{sec-output} for details). The user can manually specify a
545value (using the parameter \texttt{threshold}) for the threshold,
546which will override the calculated value. Note that this option
547overrides any settings of \texttt{snrCut} or FDR options (see below).
548
549The cube can be searched in one of two ways, governed by the input
550parameter \texttt{searchType}. If \texttt{searchType=spatial}, the
551cube is searched one channel map at a time, using the 2-dimensional
552raster-scanning algorithm of \citet{lutz80} that connects groups of
553neighbouring pixels. Such an algorithm cannot be applied directly to a
5543-dimensional case, as it requires that objects are completely nested
555in a row (when scanning along a row, if an object finishes and other
556starts, you won't get back to the first until the second is completely
557finished for the row). Three-dimensional data does not have this
558property, hence the need to treat the data on a 2-dimensional basis at
559most.
560
561Alternatively, if \texttt{searchType=spectral}, the searching is done
562in one dimension on each individual spatial pixel's spectrum. This is
563a simpler search, but there are potentially many more of them.
564
565Although there are parameters that govern the minimum number of pixels
566in a spatial, spectral and total senses that an object must have
567(\texttt{minPix}, \texttt{minChannels} and \texttt{minVoxels}
568respectively), these criteria are not applied at this point - see
569\S\ref{sec-reject} for details.
570
571Finally, the search only looks for positive features. If one is
572interested instead in negative features (such as absorption lines),
573set the parameter \texttt{flagNegative = true}. This will invert the
574cube (\ie multiply all pixels by $-1$) prior to the search, and then
575re-invert the cube (and the fluxes of any detections) after searching
576is complete. All outputs are done in the same manner as normal, so
577that fluxes of detections will be negative.
578
579\secC{Calculating statistics}
580\label{sec-stats}
581
582A crucial part of the detection process (as well as the wavelet
583reconstruction: \S\ref{sec-recon}) is estimating the statistics that
584define the detection threshold. To determine a threshold, we need to
585estimate from the data two parameters: the middle of the noise
586distribution (the ``noise level''), and the width of the distribution
587(the ``noise spread''). The noise level is estimated by either the
588mean or the median, and the noise spread by the rms (or the standard
589deviation) or the median absolute deviation from the median
590(MADFM). The median and MADFM are robust statistics, in that they are
591not biased by the presence of a few pixels much brighter than the
592noise.
593
594All four statistics are calculated automatically, but the choice of
595parameters that will be used is governed by the input parameter
596\texttt{flagRobustStats}. This has the default value \texttt{true},
597meaning the underlying mean of the noise distribution is estimated by
598the median, and the underlying standard deviation is estimated by the
599MADFM. In the latter case, the value is corrected, under the
600assumption that the underlying distribution is Normal (Gaussian), by
601dividing by 0.6744888 -- see Appendix~\ref{app-madfm} for details. If
602\texttt{flagRobustStats=false}, the mean and rms are used instead.
603
604The choice of pixels to be used depend on the analysis method. If the
605wavelet reconstruction has been done, the residuals (defined
606in the sense of original $-$ reconstruction) are used to estimate the
607noise spread of the cube, since the reconstruction should pick out
608all significant structure. The noise level (the middle of the
609distribution) is taken from the original array.
610
611If smoothing of the cube has been done instead, all noise parameters
612are measured from the smoothed array, and detections are made with
613these parameters. When the signal-to-noise level is quoted for each
614detection (see \S\ref{sec-output}), the noise parameters of the
615original array are used, since the smoothing process correlates
616neighbouring pixels, reducing the noise level.
617
618If neither reconstruction nor smoothing has been done, then the
619statistics are calculated from the original, input array.
620
621The parameters that are estimated should be representative of the
622noise in the cube. For the case of small objects embedded in many
623noise pixels (\eg the case of \hi surveys), using the full cube will
624provide good estimators. It is possible, however, to use only a
625subsection of the cube by setting the parameter \texttt{flagStatSec =
626  true} and providing the desired subsection to the \texttt{StatSec}
627parameter. This subsection works in exactly the same way as the pixel
628subsection discussed in \S\ref{sec-input}. The \texttt{StatSec} will
629be trimmed if necessary so that it lies wholly within the image
630subsection being used (\ie that given by the \texttt{subsection}
631parameter - this governs what pixels are read in and so are able to be
632used in the calculations).
633
634Note that \texttt{StatSec} applies only to the statistics used to
635determine the threshold. It does not affect the calculation of
636statistics in the case of the wavelet reconstruction. Note also that
637pixels flagged as BLANK or as part of the ``Milky Way'' range of
638channels are ignored in the statistics calculations.
639
640\secC{Determining the threshold}
641
642Once the statistics have been calculated, the threshold is determined
643in one of two ways. The first way is a simple sigma-clipping, where a
644threshold is set at a fixed number $n$ of standard deviations above
645the mean, and pixels above this threshold are flagged as detected. The
646value of $n$ is set with the parameter \texttt{snrCut}. The ``mean''
647and ``standard deviation'' here are estimated according to
648\texttt{flagRobustStats}, as discussed in \S\ref{sec-stats}. In this
649first case only, if the user specifies a threshold, using the
650\texttt{threshold} parameter, the sigma-clipped value is ignored.
651
652The second method uses the False Discovery Rate (FDR) technique
653\citep{miller01,hopkins02}, whose basis we briefly detail here. The
654false discovery rate (given by the number of false detections divided
655by the total number of detections) is fixed at a certain value
656$\alpha$ (\eg $\alpha=0.05$ implies 5\% of detections are false
657positives). In practice, an $\alpha$ value is chosen, and the ensemble
658average FDR (\ie $\langle FDR \rangle$) when the method is used will
659be less than $\alpha$.  One calculates $p$ -- the probability,
660assuming the null hypothesis is true, of obtaining a test statistic as
661extreme as the pixel value (the observed test statistic) -- for each
662pixel, and sorts them in increasing order. One then calculates $d$
663where
664\[
665d = \max_j \left\{ j : P_j < \frac{j\alpha}{c_N N} \right\},
666\]
667and then rejects all hypotheses whose $p$-values are less than or
668equal to $P_d$. (So a $P_i<P_d$ will be rejected even if $P_i \geq
669j\alpha/c_N N$.) Note that ``reject hypothesis'' here means ``accept
670the pixel as an object pixel'' (\ie we are rejecting the null
671hypothesis that the pixel belongs to the background).
672
673The $c_N$ value here is a normalisation constant that depends on the
674correlated nature of the pixel values. If all the pixels are
675uncorrelated, then $c_N=1$. If $N$ pixels are correlated, then their
676tests will be dependent on each other, and so $c_N = \sum_{i=1}^N
677i^{-1}$. \citet{hopkins02} consider real radio data, where the pixels
678are correlated over the beam. For the calculations done in \duchamp,
679$N = B \times C$, where $B$ is the beam area in pixels, calculated
680from the FITS header (if the correct keywords -- BMAJ, BMIN -- are not
681present, the size of the beam is taken from the input parameters - see
682discussion in \S\ref{sec-results}, and if these parameters are not
683given, $B=1$), and $C$ is the number of neighbouring channels that can
684be considered to be correlated.
685
686The use of the FDR method is governed by the \texttt{flagFDR} flag,
687which is \texttt{false} by default. To set the relevant parameters,
688use \texttt{alphaFDR} to set the $\alpha$ value, and
689\texttt{FDRnumCorChan} to set the $C$ value discussed above. These
690have default values of 0.01 and 2 respectively.
691
692The theory behind the FDR method implies a direct connection between
693the choice of $\alpha$ and the fraction of detections that will be
694false positives. These detections, however, are individual pixels,
695which undergo a process of merging and rejection (\S\ref{sec-merger}),
696and so the fraction of the final list of detected objects that are
697false positives will be much smaller than $\alpha$. See the discussion
698in \S\ref{sec-notes}.
699
700%\secC{Storage of detected objects in memory}
701%
702%It is useful to understand how \duchamp stores the detected objects in
703%memory while it is running. This makes use of nested C++ classes, so
704%that an object is stored as a class that includes the set of detected
705%pixels, plus all the various calculated parameters (fluxes, WCS
706%coordinates, pixel centres and extrema, flags,...). The set of pixels
707%are stored using another class, that stores 3-dimensional objects as a
708%set of channel maps, each consisting of a $z$-value and a
709%2-dimensional object (a spatial map if you like). This 2-dimensional
710%object is recorded using ``run-length'' encoding, where each row (a
711%fixed $y$ value) is stored by the starting $x$-value and the length
712
713\secB{Merging, growing and rejecting detected objects}
714\label{sec-merger}
715
716\secC{Merging}
717
718The searches described above are either 1- or 2-dimensional only. They
719do not know anything about the third dimension that is likely to be
720present. To build up 3D sources, merging of detections must be
721done. This is done via an algorithm that matches objects judged to be
722``close'', according to one of two criteria.
723
724One criterion is to define two thresholds -- one spatial and one in
725velocity -- and say that two objects should be merged if there is at
726least one pair of pixels that lie within these threshold distances of
727each other. These thresholds are specified by the parameters
728\texttt{threshSpatial} and \texttt{threshVelocity} (in units of pixels
729and channels respectively).
730
731Alternatively, the spatial requirement can be changed to say that
732there must be a pair of pixels that are \emph{adjacent} -- a stricter,
733but perhaps more realistic requirement, particularly when the spatial
734pixels have a large angular size (as is the case for \hi
735surveys). This method can be selected by setting the parameter
736\texttt{flagAdjacent=true} in the parameter file. The velocity
737thresholding is always done with the \texttt{threshVelocity} test.
738
739
740\secC{Stages of merging}
741
742This merging can be done in two stages. The default behaviour is for
743each new detection to be compared with those sources already detected,
744and for it to be merged with the first one judged to be close. No
745other examination of the list is done at this point.
746
747This step can be turned off by setting
748\texttt{flagTwoStageMerging=false}, so that new detections are simply
749added to the end of the list, leaving all merging to be done in the
750second stage.
751
752The second, main stage of merging is more thorough, Once the searching
753is completed, the list is iterated through, looking at each pair of
754objects, and merging appropriately. The merged objects are then
755included in the examination, to see if a merged pair is suitably close
756to a third.
757
758\secC{Growing}
759
760Once the detections have been merged, they may be ``grown'' (this is
761essentially the process known elsewhere as ``floodfill''). This is a
762process of increasing the size of the detection by adding nearby
763pixels (according to the \texttt{threshSpatial} and
764\texttt{threshVelocity} parameters) that are above some secondary
765threshold and not already part of a detected object. This threshold
766should be lower than the one used for the initial detection, but above
767the noise level, so that faint pixels are only detected when they are
768close to a bright pixel. This threshold is specified via one of two
769input parameters. It can be given in terms of the noise statistics via
770\texttt{growthCut} (which has a default value of $3\sigma$), or it can
771be directly given via \texttt{growthThreshold}. Note that if you have
772given the detection threshold with the \texttt{threshold} parameter,
773the growth threshold \textbf{must} be given with
774\texttt{growthThreshold}. If \texttt{growthThreshold} is not provided
775in this situation, the growing will not be done.
776
777The use of the growth algorithm is controlled by the
778\texttt{flagGrowth} parameter -- the default value of which is
779\texttt{false}. If the detections are grown, they are sent through the
780merging algorithm a second time, to pick up any detections that should
781be merged at the new lower threshold (\ie they have grown into each
782other).
783
784\secC{Rejecting}
785\label{sec-reject}
786
787Finally, to be accepted, the detections must satisfy minimum size
788criteria, relating to the number of channels, spatial pixels and
789voxels occupied by the object. These criteria are set using the
790\texttt{minChannels}, \texttt{minPix} and \texttt{minVoxels}
791parameters respectively. The channel requirement means a source must
792have at least one set of \texttt{minChannels} consecutive channels to
793be accepted. The spatial pixels (\texttt{minPix}) requirement refers
794to distinct spatial pixels (which are possibly in different channels),
795while the voxels requirement refers to the total number of voxels
796detected. If the \texttt{minVoxels} parameter is not provided, it
797defaults to \texttt{minPix}$+$\texttt{minChannels}-1.
798
799It is possible to do this rejection stage before the main merging and
800growing stage. This could be done to remove narrow (hopefully
801spurious) sources from the list before growing them, to reduce the
802number of false positives in the final list. This mode can be selected
803by setting the input parameter \texttt{flagRejectBeforeMerge=true} --
804caution is urged if you use this in conjunction with
805\texttt{flagTwoStageMerging=false}, as you can throw away parts of
806objects that you may otherwise wish to keep.
807
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