source: trunk/docs/executionFlow.tex @ 1262

Last change on this file since 1262 was 1262, checked in by MatthewWhiting, 11 years ago

Adding text to the Guide on the baseline changes, as well as the new maximum pixels/voxels/channels parameters.

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2% executionFlow.tex: Section detailing each of the main algorithms
3%                    used by Duchamp.
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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.
175
176There are two ways in which the baseline can be calculated. The first
177makes use of the \atrous wavelet reconstruction procedure (see
178\S\ref{sec-recon}), where only the two largest scales are kept.
179
180The second method uses a median filter combined with a sliding box of some
181specified width. For each pixel, the baseline is determined to be the
182median value of all pixels in a region of that width centred on the
183pixel of interest. The box is truncated at the edges of the spectrum
184(so that fewer pixels are included), but there will always be at least
185half the width of the box present.
186
187The choice between these methods is made using the
188\texttt{baselineType} parameter -- only values of \texttt{atrous} (the
189default) or \texttt{median} are accepted. If the \texttt{median}
190method is being used, the full width of the box is specified with
191\texttt{baselineBoxWidth}.
192
193The baseline calculation is done separately for each spatial pixel
194(\ie for each spectrum in the cube), and the baselines are stored and
195added back in before any output is done. In this way the quoted fluxes
196and displayed spectra are as one would see from the input cube itself
197-- even though the detection (and reconstruction if applicable) is
198done on the baseline-removed cube.
199
200When the \texttt{atrous} method is used, the presence of very strong
201signals (for instance, masers at several hundred Jy) could affect the
202determination of the baseline, and would lead to a large dip centred
203on the signal in the baseline-subtracted spectrum. To prevent this,
204the signal is trimmed prior to the reconstruction process at some
205standard threshold (at $5\sigma$ above the mean). The baseline
206determined should thus be representative of the true, signal-free
207baseline. Note that this trimming is only a temporary measure which
208does not affect the source-detection.
209
210The baseline values can be saved to a FITS file for later
211examination. See \S\ref{sec-baselineOut} for details.
212
213\secC{Flagging channels}
214\label{sec-flagging}
215
216Finally, it is possible to flag particular channels so that they are
217not included in the search. This is an extension of the old ``Milky
218Way'' channel range. That allowed the specification of a single
219contiguous block of channels, and was aimed at excluding Galactic
220emission in extragalactic \hi cubes.
221
222The new flagging approach allows the specification of a series of
223channels and channel ranges. This allows the user to block the
224detection of known regions of RFI, or known but uninteresting emission
225(\eg Galactic \hi emission if you are searching for extragalactic
226sources).
227
228Flagged channels are specified using the \texttt{flaggedChannels}
229parameter, and can be given by a comma-separated list of single values
230or ranges. For instance: \texttt{flaggedChannels  5,6,12-20,87}. These
231channels refer to channel numbers in the \textbf{the full cube},
232before any subsection is applied. Also note that \textbf{the channel
233  numbering starts at zero}, that is, channel 0 is the first channel
234of the cube.
235
236The effect is to ignore detections that lie within these channels. If
237a spatial search is being conducted (\ie one channel map at a time),
238these channels are simply not searched. If a spectral search is being
239conducted, those channels will be flagged so that no detection is made
240within them. The spectral output (see Fig.~\ref{fig-spect}) will
241ignore them as far as scaling the plot goes, and the channel range
242will be indicated by a green hatched box.
243
244Note that these channels will be included in any smoothing or
245reconstruction that is done on the array, and so will be included in
246any saved FITS file (see \S\ref{sec-reconIO}).
247
248\secB{Image reconstruction}
249\label{sec-recon}
250
251The user can direct \duchamp to reconstruct the data cube using the
252multi-resolution \atrous wavelet algorithm. A good description of the
253procedure can be found in \citet{starck02a}. The reconstruction is an
254effective way of removing a lot of the noise in the image, allowing
255one to search reliably to fainter levels, and reducing the number of
256spurious detections. This is an optional step, but one that greatly
257enhances the reliability of the resulting catalogue, at the cost of
258additional CPU and memory usage (see \S\ref{sec-notes} for
259discussion).
260
261\secC{Algorithm}
262
263The steps in the \atrous reconstruction are as follows:
264\begin{enumerate}
265\item The reconstructed array is set to 0 everywhere.
266\item The input array is discretely convolved with a given filter
267  function. This is determined from the parameter file via the
268  \texttt{filterCode} parameter -- see Appendix~\ref{app-param} for
269  details on the filters available. Edges are dealt with by assuming
270  reflection at the boundary.
271\item The wavelet coefficients are calculated by taking the difference
272  between the convolved array and the input array.
273\item If the wavelet coefficients at a given point are above the
274  requested reconstruction threshold (given by \texttt{snrRecon} as
275  the number of $\sigma$ above the mean and adjusted to the current
276  scale -- see Appendix~\ref{app-scaling}), add these to the
277  reconstructed array.
278\item The separation between the filter coefficients is doubled. (Note
279  that this step provides the name of the procedure\footnote{\atrous
280  means ``with holes'' in French.}, as gaps or holes are created in
281  the filter coverage.)
282\item The procedure is repeated from step 2, using the convolved array
283  as the input array.
284\item Continue until the required maximum number of scales is reached.
285\item Add the final smoothed (\ie convolved) array to the
286  reconstructed array. This provides the ``DC offset'', as each of the
287  wavelet coefficient arrays will have zero mean.
288\end{enumerate}
289
290The range of scales at which the selection of wavelet coefficients is
291made is governed by the \texttt{scaleMin} and \texttt{scaleMax}
292parameters. The minimum scale used is given by \texttt{scaleMin},
293where the default value is 1 (the first scale). This parameter is
294useful if you want to ignore the highest-frequency features
295(e.g. high-frequency noise that might be present). Normally the
296maximum scale is calculated from the size of the input array, but it
297can be specified by using \texttt{scaleMax}. A value $\le0$ will
298result in the use of the calculated value, as will a value of
299\texttt{scaleMax} greater than the calculated value. Use of these two
300parameters can allow searching for features of a particular scale
301size, for instance searching for narrow absorption features.
302
303The reconstruction has at least two iterations. The first iteration
304makes a first pass at the wavelet reconstruction (the process outlined
305in the 8 stages above), but the residual array will likely have some
306structure still in it, so the wavelet filtering is done on the
307residual, and any significant wavelet terms are added to the final
308reconstruction. This step is repeated until the relative change in the
309measured standard deviation of the residual (see note below on the
310evaluation of this quantity) is less than some value, given by the
311\texttt{reconConvergence} parameter.
312
313It is important to note that the \atrous decomposition is an example
314of a ``redundant'' transformation. If no thresholding is performed,
315the sum of all the wavelet coefficient arrays and the final smoothed
316array is identical to the input array. The thresholding thus removes
317only the unwanted structure in the array.
318
319Note that any BLANK pixels that are still in the cube will not be
320altered by the reconstruction -- they will be left as BLANK so that
321the shape of the valid part of the cube is preserved.
322
323\secC{Note on Statistics}
324
325The correct calculation of the reconstructed array needs good
326estimators of the underlying mean and standard deviation (or rms) of
327the background noise distribution. The methods used to estimate these
328quantities are detailed in \S\ref{sec-stats} -- the default behaviour
329is to use robust estimators, to avoid biasing due to bright pixels.
330
331When thresholding the different wavelet scales, the value of the rms
332as measured from the wavelet array needs to be scaled to account for
333the increased amount of correlation between neighbouring pixels (due
334to the convolution). See Appendix~\ref{app-scaling} for details on
335this scaling.
336
337\secC{User control of reconstruction parameters}
338
339The most important parameter for the user to select in relation to the
340reconstruction is the threshold for each wavelet array. This is set
341using the \texttt{snrRecon} parameter, and is given as a multiple of
342the rms (estimated by the MADFM) above the mean (which for the wavelet
343arrays should be approximately zero). There are several other
344parameters that can be altered as well that affect the outcome of the
345reconstruction.
346
347By default, the cube is reconstructed in three dimensions, using a
348three-dimensional filter and three-dimensional convolution. This can be
349altered, however, using the parameter \texttt{reconDim}. If set to 1,
350this means the cube is reconstructed by considering each spectrum
351separately, whereas \texttt{reconDim=2} will mean the cube is
352reconstructed by doing each channel map separately. The merits of
353these choices are discussed in \S\ref{sec-notes}, but it should be
354noted that a 2-dimensional reconstruction can be susceptible to edge
355effects if the spatial shape of the pixel array is not rectangular.
356
357The user can also select the minimum and maximum scales to be used in
358the reconstruction. The first scale exhibits the highest frequency
359variations, and so ignoring this one can sometimes be beneficial in
360removing excess noise. The default is to use all scales
361(\texttt{minscale = 1}).
362
363The convergence of the \atrous iterations is governed by the
364\texttt{reconConvergence} parameter, which is the fractional decrease
365in the standard deviation of the residuals from one iteration to the
366next. \duchamp will do at least two iterations, and then continue
367until the decrease is less than the value of this parameter.
368
369Finally, the filter that is used for the convolution can be selected
370by using \texttt{filterCode} and the relevant code number -- the
371choices are listed in Appendix~\ref{app-param}. A larger filter will
372give a better reconstruction, but take longer and use more memory when
373executing. When multi-dimensional reconstruction is selected, this
374filter is used to construct a 2- or 3-dimensional equivalent.
375
376\secB{Smoothing the cube}
377\label{sec-smoothing}
378
379An alternative to doing the wavelet reconstruction is to smooth the
380cube.  This technique can be useful in reducing the noise level (at
381the cost of making neighbouring pixels correlated and blurring any
382signal present), and is particularly well suited to the case where a
383particular signal size (\ie a certain channel width or spatial size)
384is believed to be present in the data.
385
386There are two alternative methods that can be used: spectral
387smoothing, using the Hanning filter; or spatial smoothing, using a 2D
388Gaussian kernel. These alternatives are outlined below. To utilise the
389smoothing option, set the parameter \texttt{flagSmooth=true} and set
390\texttt{smoothType} to either \texttt{spectral} or \texttt{spatial}.
391
392\secC{Spectral smoothing}
393
394When \texttt{smoothType = spectral} is selected, the cube is smoothed
395only in the spectral domain. Each spectrum is independently smoothed
396by a Hanning filter, and then put back together to form the smoothed
397cube, which is then used by the searching algorithm (see below). Note
398that in the case of both the reconstruction and the smoothing options
399being requested, the reconstruction will take precedence and the
400smoothing will \emph{not} be done.
401
402There is only one parameter necessary to define the degree of
403smoothing -- the Hanning width $a$ (given by the user parameter
404\texttt{hanningWidth}). The coefficients $c(x)$ of the Hanning filter
405are defined by
406\[
407c(x) =
408  \begin{cases}
409   \frac{1}{2}\left(1+\cos(\frac{\pi x}{a})\right) &|x| < (a+1)/2\\
410   0                                               &|x| \geq (a+1)/2.
411  \end{cases},\ a,x \in \mathbb{Z}
412\]
413Note that the width specified must be an
414odd integer (if the parameter provided is even, it is incremented by
415one).
416
417\secC{Spatial smoothing}
418
419When \texttt{smoothType = spatial} is selected, the cube is smoothed
420only in the spatial domain. Each channel map is independently smoothed
421by a two-dimensional Gaussian kernel, put back together to form the
422smoothed cube, and used in the searching algorithm (see below). Again,
423reconstruction is always done by preference if both techniques are
424requested.
425
426The two-dimensional Gaussian has three parameters to define it,
427governed by the elliptical cross-sectional shape of the Gaussian
428function: the FWHM (full-width at half-maximum) of the major and minor
429axes, and the position angle of the major axis. These are given by the
430user parameters \texttt{kernMaj, kernMin} \& \texttt{kernPA}. If a
431circular Gaussian is required, the user need only provide the
432\texttt{kernMaj} parameter. The \texttt{kernMin} parameter will then
433be set to the same value, and \texttt{kernPA} to zero.  If we define
434these parameters as $a,b,\theta$ respectively, we can define the
435kernel by the function
436\[
437k(x,y) = \frac{1}{2\pi\sigma_X\sigma_Y} \exp\left[-0.5
438  \left(\frac{X^2}{\sigma_X^2} + \frac{Y^2}{\sigma_Y^2} \right)
439\right]
440\]
441where $(x,y)$ are the offsets from the central pixel of the gaussian
442function, and
443\begin{align*}
444X& = x\sin\theta - y\cos\theta&
445  Y&= x\cos\theta + y\sin\theta\\
446\sigma_X^2& = \frac{(a/2)^2}{2\ln2}&
447  \sigma_Y^2& = \frac{(b/2)^2}{2\ln2}\\
448\end{align*}
449
450\secB{Input/Output of reconstructed/smoothed arrays}
451\label{sec-reconIO}
452
453The smoothing and reconstruction stages can be relatively
454time-consuming, particularly for large cubes and reconstructions in
4553-D (or even spatial smoothing). To get around this, \duchamp provides
456a shortcut to allow users to perform multiple searches (\eg with
457different thresholds) on the same reconstruction/smoothing setup
458without re-doing the calculations each time.
459
460To save the reconstructed array as a FITS file, set
461\texttt{flagOutputRecon = true}. The file will be saved in the same
462directory as the input image, so the user needs to have write
463permissions for that directory.
464
465The name of the file can given by the \texttt{fileOutputRecon}
466parameter, but this can be ignored and \duchamp will present a name
467based on the reconstruction parameters. The filename will be derived
468from the input filename, with extra information detailing the
469reconstruction that has been done. For example, suppose
470\texttt{image.fits} has been reconstructed using a 3-dimensional
471reconstruction with filter \#2, thresholded at $4\sigma$ using all
472scales from 1 to 5, with a convergence criterion of 0.005. The output
473filename will then be \texttt{image.RECON-3-2-4-1-5-0.005.fits} (\ie
474it uses the six parameters relevant for the \atrous reconstruction as
475listed in Appendix~\ref{app-param}). The new FITS file will also have
476these parameters as header keywords. If a subsection of the input
477image has been used (see \S\ref{sec-input}), the format of the output
478filename will be \texttt{image.sub.RECON-3-2-4-1-5-0.005.fits}, and the
479subsection that has been used is also stored in the FITS header.
480
481Likewise, the residual image, defined as the difference between the
482input and reconstructed arrays, can also be saved in the same manner
483by setting \texttt{flagOutputResid = true}. Its filename will be the
484same as above, with \texttt{RESID} replacing \texttt{RECON}.
485
486If a reconstructed image has been saved, it can be read in and used
487instead of redoing the reconstruction. To do so, the user should set
488the parameter \texttt{flagReconExists = true}. The user can indicate
489the name of the reconstructed FITS file using the \texttt{reconFile}
490parameter, or, if this is not specified, \duchamp searches for the
491file with the name as defined above. If the file is not found, the
492reconstruction is performed as normal. Note that to do this, the user
493needs to set \texttt{flagAtrous = true} (obviously, if this is
494\texttt{false}, the reconstruction is not needed).
495
496To save the smoothed array, set \texttt{flagOutputSmooth = true}. As
497for the reconstructed/residual arrays, the name of the file can given
498by the parameter \texttt{fileOutputSmooth}, but this can be ignored
499and \duchamp will present a name that indicates the both the type and
500the details of the smoothing method used. It will be either
501\texttt{image.SMOOTH-1D-a.fits}, where a is replaced by the Hanning
502width used, or \texttt{image.SMOOTH-2D-a-b-c.fits}, where the Gaussian
503kernel parameters are a,b,c. Similarly to the reconstruction case, a
504saved file can be read in by setting \texttt{flagSmoothExists = true}
505and either specifying a file to be read with the \texttt{smoothFile}
506parameter or relying on \duchamp to find the file with the name as
507given above.
508
509
510\secB{Searching the image}
511\label{sec-detection}
512
513\secC{Representation of detected objects}
514\label{sec-scan}
515
516\begin{figure}[t]
517\includegraphics[width=\textwidth]{exampleObject}
518\caption{An example of the run-length encoding method of storing
519pixel information. The scans used to encode the image are listed
520alongside the relevant row. The pixels are colour-coded by
521nominal pixel values, but note that the pixel values themselves
522do not form part of the encoding and are not kept as part of the
523object class. }
524\label{fig-objExample}
525\end{figure}
526
527The principle aim of \duchamp is to provide a catalogue of sources
528located in the image. While running, \duchamp needs to maintain for
529each source several data structures that will contribute to the memory
530footprint: a record of which pixels contribute to the source; a set of
531measured parameters that will go into the catalogue; and a separate
532two-dimensional map showing the spatial location of detected pixels
533(carrying this around makes the computation of detection maps easier
534-- see \S\ref{sec-spatialmaps}).
535
536To keep track of the set of detected pixels, \duchamp
537employs specialised techniques that keep the memory usage
538manageable. A naive method could be to store each single pixel, but
539this results in a lot of redundant information being stored in memory.
540
541To reduce the storage requirements, the run-length encoding method is
542used for storing the spatial information. In this fashion, an object
543in 2D is stored as a series of ``runs'', encoded by a row number (the
544$y$-value), the starting column (the minimum $x$-value) and the run
545length ($\ell_x$: the number of contiguous pixels in that row
546connected to the starting pixel). A single set of $(y,x,\ell_x)$
547values is called a ``scan''. A two-dimensional image is therefore made
548up of a set of scans. An example can be seen in
549Fig.~\ref{fig-objExample}. Note that the object shown has fourteen
550pixels, and so would require 28 integers to record the positions of
551all pixels. The run-length encoding uses just 18 integers to record
552the same information. The longer the runs are in each scan, the
553greater the saving of storage over the naive method.
554
555A 3D object is stored as a set of channel maps, with a channel map
556being a 2D plane with constant $z$-value. Each channel map is itself a
557set of scans showing the $(x,y)$ position of the pixels. The
558additional detection map is stored as a separate channel map, also
559made up of scans.
560
561Note that these pixel map representations do not carry the flux
562information with them. They store just the pixel locations and need to
563be combined with an array of flux values to provide parameters such as
564integrated flux. The advantage of this approach is that the pixel
565locations can be easily applied to different flux arrays as the need
566permits (for instance, defining them using the reconstructed array,
567yet evaluating parameters on the original array).
568
569This scan-based run-length encoding is how the individual detections
570are stored in the binary catalogue described in \S\ref{sec-bincat}.
571
572\secC{Technique}
573\label{sec-searchTechnique}
574
575The basic idea behind detection in \duchamp is to locate sets of
576contiguous voxels that lie above some threshold. No size or shape
577requirement is imposed upon the detections, and no fitting (for
578instance, fitting Gaussian profiles) is done on the sources. All
579\duchamp does is find connected groups of bright voxels and report
580their locations and basic parameters.
581
582One threshold is calculated for the entire cube, enabling calculation
583of signal-to-noise ratios for each source (see
584\S\ref{sec-output} for details). The user can manually specify a
585value (using the parameter \texttt{threshold}) for the threshold,
586which will override the calculated value. Note that this option
587overrides any settings of \texttt{snrCut} or FDR options (see below).
588
589The cube can be searched in one of two ways, governed by the input
590parameter \texttt{searchType}. If \texttt{searchType=spatial}, the
591cube is searched one channel map at a time, using the 2-dimensional
592raster-scanning algorithm of \citet{lutz80} that connects groups of
593neighbouring pixels. Such an algorithm cannot be applied directly to a
5943-dimensional case, as it requires that objects are completely nested
595in a row (when scanning along a row, if an object finishes and other
596starts, you won't get back to the first until the second is completely
597finished for the row). Three-dimensional data does not have this
598property, hence the need to treat the data on a 2-dimensional basis at
599most.
600
601Alternatively, if \texttt{searchType=spectral}, the searching is done
602in one dimension on each individual spatial pixel's spectrum. This is
603a simpler search, but there are potentially many more of them.
604
605Although there are parameters that govern the minimum number of pixels
606in a spatial, spectral and total sense that an object must have
607(\texttt{minPix}, \texttt{minChannels} and \texttt{minVoxels}
608respectively), these criteria are not applied at this point - see
609\S\ref{sec-reject} for details.
610
611Finally, the search only looks for positive features. If one is
612interested instead in negative features (such as absorption lines),
613set the parameter \texttt{flagNegative = true}. This will invert the
614cube (\ie multiply all pixels by $-1$) prior to the search, and then
615re-invert the cube (and the fluxes of any detections) after searching
616is complete. If the reconstructed or smoothed array has been read in
617from disk, this will also be inverted at the same time. All outputs
618are done in the same manner as normal, so that fluxes of detections
619will be negative.
620
621\secC{Calculating statistics}
622\label{sec-stats}
623
624A crucial part of the detection process (as well as the wavelet
625reconstruction: \S\ref{sec-recon}) is estimating the statistics that
626define the detection threshold. To determine a threshold, we need to
627estimate from the data two parameters: the middle of the noise
628distribution (the ``noise level''), and the width of the distribution
629(the ``noise spread''). The noise level is estimated by either the
630mean or the median, and the noise spread by the rms (or the standard
631deviation) or the median absolute deviation from the median
632(MADFM). The median and MADFM are robust statistics, in that they are
633not biased by the presence of a few pixels much brighter than the
634noise.
635
636All four statistics are calculated automatically, but the choice of
637parameters that will be used is governed by the input parameter
638\texttt{flagRobustStats}. This has the default value \texttt{true},
639meaning the underlying mean of the noise distribution is estimated by
640the median, and the underlying standard deviation is estimated by the
641MADFM. In the latter case, the value is corrected, under the
642assumption that the underlying distribution is Normal (Gaussian), by
643dividing by 0.6744888 -- see Appendix~\ref{app-madfm} for details. If
644\texttt{flagRobustStats=false}, the mean and rms are used instead.
645
646The choice of pixels to be used depend on the analysis method. If the
647wavelet reconstruction has been done, the residuals (defined
648in the sense of original $-$ reconstruction) are used to estimate the
649noise spread of the cube, since the reconstruction should pick out
650all significant structure. The noise level (the middle of the
651distribution) is taken from the original array.
652
653If smoothing of the cube has been done instead, all noise parameters
654are measured from the smoothed array, and detections are made with
655these parameters. When the signal-to-noise level is quoted for each
656detection (see \S\ref{sec-output}), the noise parameters of the
657original array are used, since the smoothing process correlates
658neighbouring pixels, reducing the noise level.
659
660If neither reconstruction nor smoothing has been done, then the
661statistics are calculated from the original, input array.
662
663The parameters that are estimated should be representative of the
664noise in the cube. For the case of small objects embedded in many
665noise pixels (\eg the case of \hi surveys), using the full cube will
666provide good estimators. It is possible, however, to use only a
667subsection of the cube by setting the parameter \texttt{flagStatSec =
668  true} and providing the desired subsection to the \texttt{StatSec}
669parameter. This subsection works in exactly the same way as the pixel
670subsection discussed in \S\ref{sec-input}. The \texttt{StatSec} will
671be trimmed if necessary so that it lies wholly within the image
672subsection being used (\ie that given by the \texttt{subsection}
673parameter - this governs what pixels are read in and so are able to be
674used in the calculations).
675
676Note that \texttt{StatSec} applies only to the statistics used to
677determine the threshold. It does not affect the calculation of
678statistics in the case of the wavelet reconstruction. Note also that
679pixels identified as BLANK or as flagged via the
680\texttt{flaggedChannels} parameter are ignored in the statistics
681calculations.
682
683\secC{Determining the threshold}
684
685Once the statistics have been calculated, the threshold is determined
686in one of two ways. The first way is a simple sigma-clipping, where a
687threshold is set at a fixed number $n$ of standard deviations above
688the mean, and pixels above this threshold are flagged as detected. The
689value of $n$ is set with the parameter \texttt{snrCut}. The ``mean''
690and ``standard deviation'' here are estimated according to
691\texttt{flagRobustStats}, as discussed in \S\ref{sec-stats}. In this
692first case only, if the user specifies a threshold, using the
693\texttt{threshold} parameter, the sigma-clipped value is ignored.
694
695The second method uses the False Discovery Rate (FDR) technique
696\citep{miller01,hopkins02}, whose basis we briefly detail here. The
697false discovery rate (given by the number of false detections divided
698by the total number of detections) is fixed at a certain value
699$\alpha$ (\eg $\alpha=0.05$ implies 5\% of detections are false
700positives). In practice, an $\alpha$ value is chosen, and the ensemble
701average FDR (\ie $\langle FDR \rangle$) when the method is used will
702be less than $\alpha$.  One calculates $p$ -- the probability,
703assuming the null hypothesis is true, of obtaining a test statistic as
704extreme as the pixel value (the observed test statistic) -- for each
705pixel, and sorts them in increasing order. One then calculates $d$
706where
707\[
708d = \max_j \left\{ j : P_j < \frac{j\alpha}{c_N N} \right\},
709\]
710and then rejects all hypotheses whose $p$-values are less than or
711equal to $P_d$. (So a $P_i<P_d$ will be rejected even if $P_i \geq
712j\alpha/c_N N$.) Note that ``reject hypothesis'' here means ``accept
713the pixel as an object pixel'' (\ie we are rejecting the null
714hypothesis that the pixel belongs to the background).
715
716The $c_N$ value here is a normalisation constant that depends on the
717correlated nature of the pixel values. If all the pixels are
718uncorrelated, then $c_N=1$. If $N$ pixels are correlated, then their
719tests will be dependent on each other, and so $c_N = \sum_{i=1}^N
720i^{-1}$. \citet{hopkins02} consider real radio data, where the pixels
721are correlated over the beam. For the calculations done in \duchamp,
722$N = B \times C$, where $B$ is the beam area in pixels, calculated
723from the FITS header (if the correct keywords -- BMAJ, BMIN -- are not
724present, the size of the beam is taken from the input parameters - see
725discussion in \S\ref{sec-results}, and if these parameters are not
726given, $B=1$), and $C$ is the number of neighbouring channels that can
727be considered to be correlated.
728
729The use of the FDR method is governed by the \texttt{flagFDR} flag,
730which is \texttt{false} by default. To set the relevant parameters,
731use \texttt{alphaFDR} to set the $\alpha$ value, and
732\texttt{FDRnumCorChan} to set the $C$ value discussed above. These
733have default values of 0.01 and 2 respectively.
734
735The theory behind the FDR method implies a direct connection between
736the choice of $\alpha$ and the fraction of detections that will be
737false positives. These detections, however, are individual pixels,
738which undergo a process of merging and rejection (\S\ref{sec-merger}),
739and so the fraction of the final list of detected objects that are
740false positives will be much smaller than $\alpha$. See the discussion
741in \S\ref{sec-notes}.
742
743%\secC{Storage of detected objects in memory}
744%
745%It is useful to understand how \duchamp stores the detected objects in
746%memory while it is running. This makes use of nested C++ classes, so
747%that an object is stored as a class that includes the set of detected
748%pixels, plus all the various calculated parameters (fluxes, WCS
749%coordinates, pixel centres and extrema, flags,...). The set of pixels
750%are stored using another class, that stores 3-dimensional objects as a
751%set of channel maps, each consisting of a $z$-value and a
752%2-dimensional object (a spatial map if you like). This 2-dimensional
753%object is recorded using ``run-length'' encoding, where each row (a
754%fixed $y$ value) is stored by the starting $x$-value and the length
755
756\secB{Merging, growing and rejecting detected objects}
757\label{sec-merger}
758
759\secC{Merging}
760
761The searches described above are either 1- or 2-dimensional only. They
762do not know anything about the third dimension that is likely to be
763present. To build up 3D sources, merging of detections must be
764done. This is done via an algorithm that matches objects judged to be
765``close'', according to one of two criteria.
766
767One criterion is to define two thresholds -- one spatial and one in
768velocity -- and say that two objects should be merged if there is at
769least one pair of pixels that lie within these threshold distances of
770each other. These thresholds are specified by the parameters
771\texttt{threshSpatial} and \texttt{threshVelocity} (in units of pixels
772and channels respectively).
773
774Alternatively, the spatial requirement can be changed to say that
775there must be a pair of pixels that are \emph{adjacent} -- a stricter,
776but perhaps more realistic requirement, particularly when the spatial
777pixels have a large angular size (as is the case for \hi
778surveys). This method can be selected by setting the parameter
779\texttt{flagAdjacent=true} in the parameter file. The velocity
780thresholding is always done with the \texttt{threshVelocity} test.
781
782
783\secC{Stages of merging}
784
785This merging can be done in two stages. The default behaviour is for
786each new detection to be compared with those sources already detected,
787and for it to be merged with the first one judged to be close. No
788other examination of the list is done at this point.
789
790This step can be turned off by setting
791\texttt{flagTwoStageMerging=false}, so that new detections are simply
792added to the end of the list, leaving all merging to be done in the
793second stage.
794
795The second, main stage of merging is more thorough, Once the searching
796is completed, the list is iterated through, looking at each pair of
797objects, and merging appropriately. The merged objects are then
798included in the examination, to see if a merged pair is suitably close
799to a third.
800
801\secC{Growing}
802
803Once the detections have been merged, they may be ``grown'' (this is
804essentially the process known elsewhere as ``floodfill''). This is a
805process of increasing the size of the detection by adding nearby
806pixels (according to the \texttt{threshSpatial} and
807\texttt{threshVelocity} parameters) that are above some secondary
808threshold and not already part of a detected object. This threshold
809should be lower than the one used for the initial detection, but above
810the noise level, so that faint pixels are only detected when they are
811close to a bright pixel. This threshold is specified via one of two
812input parameters. It can be given in terms of the noise statistics via
813\texttt{growthCut} (which has a default value of $3\sigma$), or it can
814be directly given via \texttt{growthThreshold}. Note that if you have
815given the detection threshold with the \texttt{threshold} parameter,
816the growth threshold \textbf{must} be given with
817\texttt{growthThreshold}. If \texttt{growthThreshold} is not provided
818in this situation, the growing will not be done.
819
820The use of the growth algorithm is controlled by the
821\texttt{flagGrowth} parameter -- the default value of which is
822\texttt{false}. If the detections are grown, they are sent through the
823merging algorithm a second time, to pick up any detections that should
824be merged at the new lower threshold (\ie they have grown into each
825other).
826
827\secC{Rejecting}
828\label{sec-reject}
829
830Finally, to be accepted, the detections must satisfy minimum (and,
831optionally, maximum) size criteria, relating to the number of
832channels, spatial pixels and voxels occupied by the object. These
833criteria are set using the \texttt{minChannels}, \texttt{minPix} and
834\texttt{minVoxels} parameters respectively. The channel requirement
835means a source must have at least one set of \texttt{minChannels}
836consecutive channels to be accepted. The spatial pixels
837(\texttt{minPix}) requirement refers to distinct spatial pixels (which
838are possibly in different channels), while the voxels requirement
839refers to the total number of voxels detected. If the
840\texttt{minVoxels} parameter is not provided, it defaults to
841\texttt{minPix}$+$\texttt{minChannels}-1.
842
843It is possible to also place upper limits on the size of detections in
844a similar fashion. The corresponding parameters are \texttt{maxPix},
845\texttt{maxChannels} and \texttt{maxVoxels}. These will all default to
846a value of -1 -- if they are negative the check is \textbf{not}
847made. If they are provided by the user, an object will be rejected if
848one of the metrics exceeds the limit (in each case, the value is the
849highest allowed value for an object to be accepted). The channel
850requirement differs slightly from the minimum check -- the limit
851applies to the total number of channels in the object.
852
853It is possible to do this rejection stage before the main merging and
854growing stage. This could be done to remove narrow (hopefully
855spurious) sources from the list before growing them, to reduce the
856number of false positives in the final list. This mode can be selected
857by setting the input parameter \texttt{flagRejectBeforeMerge=true} --
858caution is urged if you use this in conjunction with
859\texttt{flagTwoStageMerging=false}, as you can throw away parts of
860objects that you may otherwise wish to keep.
861
862%%% Local Variables:
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