This document describes a possible software architecture for online physics applications in the Linac Coherent Light Source. The LCLS is an electron particle accelerator and coherent x-ray laser being developed at Stanford University to study phenomena in the 1.5 - 15 Ångstrom, 1-230 femtosecond realm.

Author: Greg White, Dec 2005, Stanford Linear Accelerator Center. 

INDEX

  1. Objective
  2. Desktop
  3. Basic Modelling Environment
  4. Architecture
  5. Applications
  6. Matlab
  7. Error Handling, Logging and Viewing
  8. Tool Summary
  9. Red Flags
  10. Required Additions to SLC Control System
  11. Required Solutions
  12. Job List
  13. Questions
  14. R&D
  15. Details
  16. Glossary
  17. References

OBJECTIVE

From the Requirements for High level Software Applications

High-level applications packages refers to the controls software used by physicists and
accelerator operators to:

  • tune or optimize the beam,
  • to keep the beam running stably in the optimized state,
  • monitor performance for long-term optimization
  • to diagnose problems with machine performance
  • detect, prioritize and notify of fault conditions

Here we outline the support for accelerator optics modeling in XAL, and in the exiting online SLC control system, and include recommendations for a technology track, the process for XAL modeling, how SLC and XAL modeling can be brought together to meet the commissioning schedule, and highlight issues that will require attention. It is assumed that both the SLC modeling environment and SCP applications will be replaced by XAL based equivalents over some period.
 

DESKTOP

Our target desktop processors will be x86 CPUs running RedHat linux, with the GTK window system (see Details). The executables may be housed on either AFS or NFS filesystems (see Filesystem). Each user (including control room heads) additionally require their own configuration file area - therefore the precise configuration seen by each head may be unique. This is a feature of XAL and the other desktop technologies we'll use. That configuration file area will be NFS because a long-lived executable (>25hrs - the AFS token lifetime) must be able to write to it at any time.

X11

XAL (that is JFC/Swing) and SWT/Jface applications may be used on any X11 equipped workstation (Windows PC, Solaris) with some performance degradation because JFC/Swing performs poorly over X11 (even in Java >=1.4). These apps could be run "natively" on Windows (since Swing is pure Java, which is platform independent, and any SWT components could be delivered for Windows too). However, the added complexity of synchronizing filesystem resources between the Unix filesystem and the Windows filesystem probably makes this option undesirable - see Redflags. Hence, Proposal: no native Windows apps, Windows only over X.

Overall User Interface

Use Case: A user (physicist or operator) types the name of the main application, say "lips" ("LCLS integrated physics environment" so we can use a word in this doc) at a Linux console. A GUI based application launches. This application can launch any EPICS display (DM, dm2k etc), any XAL application, the SCP (on MCC), or any EPICS extension application like archive browser, alarm handler watchdog, stripchart, cmlog browser etc. These are launched on the correct host for that application or display. The "local" messages generated by each application appear in a console window dedicated to that application - "global" messages appear in the jcmlog browser window. (This functionality has already been developed - see figure 1.)

Systematics of the User Interface

Figure 1 shows a screenshot of representative user applications for LCLS (a larger version of this picture is here).

The main application, show at the center, is a minimally modified Eclipse Rich Client (that is, basically Eclipse out of the box) in the Resource Perspective, where the Eclipse Workspace has been configured to launch various kinds of program. A number of execution modes are represented (in-process, out-of-process, using Swing and SWT GUI frameworks, plus EPICS display technologies).

Kinds of Eclipse launch modes used by "Lips":

  1. Eclipse external launching (EPICS displays, archive viewer, and MCC SCP are shown launched, but many are available: eg matlab, xterms, DECterms on MCC, Elog, Physics Log)
  2. Eclipse launching external VM java SWT/Jface application (jcmlog shown in bottom right)
  3. Eclipse launching internal VM java SWT/Jface application (aida probe shown bottom right)
  4. Eclipse launching external VM java JFC/Swing (XAL) application (NOT SHOWN YET)

Note that a list of common EPICS displays is directly accessible from the project window on the LHS. In fact any display can be added or deleted from the list trivially - the list is kept in each user's Workspace config.

Graphical User Interface Frameworks

In addition to the overall lattice modeling framework and interface to device control, XAL provides one GUI Application framework (based on JFC/Swing) (though not all XAL applications use this framework, even if they use JFC/Swing. All the existing XAL applications, using the application framework or not, will be provided through "lips" such, such as Scan ("Correlation Plots"), SCORE ("configs"), XIO ("z-plots"), or just the XAL root application.

Additionally lips may include applications which use the modelling and control aspects of XAL, but use some other GUI framework, such as matlab applications, or applications that use SWT/Jface for implementing the user interface view and controls, for instance the jcmlog browser. These are run in a sub-process of the lips executable with no resource splitting.

The distinction the user sees between these applications is relatively minor as long as they are running on Linux to a local display, so window repaints are relatively fast for Swing based apps.

Additionally applications may be written which leverage the Eclipse Rich Client Platform, in which case they run in-process and in the same VM as Eclipse. A trivial example shown is the Aida probe shown in bottom left, which was started from the "Controls" menu. Such applications may be expected to run with better performing use interfaces (though there is some controversy over this point in the literature) and have native look and feel (as opposed to JFC/Swing apps that always have the Swing look and feel).

See also Application Framework Architecture

BASIC MODELLING ENVIRONMENT

Geometry, Lattice, Optics

This section describes the process of constructing a model of the optics of the accelerator suitable for applications.

The problem is to get from a beamline designer's view of the accelerator (the "geometry" - the physical layout of the machine and its gross beamline elements) to the "lattice" (how the beam is constrained in terms of controllable devices, how magnets are split, marker points etc), to the description of the transport system "optics" (R-matrices and Twiss parameters) used in online model based applications.

Use Case: A beamline physicist will provide MAD, Parmela or Elegant files (see ref_latticefiles). Some designated person will update the Oracle DB with relevant information from these files, and run some process (presumably a SQL script) which outputs an XAL lattice input file in XML - the file containing the lattice description of the machine (See questions). Given this input lattice file, software in the XAL package library can then be used by applications to compute optics (Twiss, R-matrices, etc), which they can then use to calculate bumps, orbit corrections, beta-match settings etc.

Systematics of Optics Computation

In XAL, each application which uses optical parameters (Twiss and R-matrices) must track a lattice for itself, or use a special "pre-tracked" version of the XAL beamline description file which includes the Twiss parameters - from which it must compute R-matrices if it needs them. If tracking, it must acquire the energy values from klystrons and k-value of optical components, and track the lattice (which XAL calls "probe"). One of the apps, the Model Optics application, allows a user to browse optics so calculated.

For LCLS, we will pre-compute the optics from the lattice, to produce the XAL files which include the Twiss params, so each modeling application doesn't have to track a lattice for itself before starting. The online modeling "tracker" will be that in XAL (primarily in the gov.sns.xal.model package). The output of this phase will be the Twiss parameters of each element of the beamline. A second probe can calculate the transfer matrices (R-matrices). The Twiss param outputs will be captured in a series of second XAL files. There is presently no file-handling code in XAL for statically recording the R-matrices or global parameters (path length, energy, betamax), so new output files will be designed for that (either extending the XAL syntax, or creating some other XML file). proposal: write tracker to probe Twiss params and (coupled - see Red Flags) R-matrices, and additionally output global parameters to a file.

In the existing XAL API one can track an XAL beamline in either of 2 "modes", i) "design" or ii) "from EPICS PV" - which is to say using settings for each lattice element found either in the XAL input file ("design") or by accessing the EPICS Process Variables of optical and energy components themselves at runtime. The latter produces a model of the optics of the extant machine. We should have file management capability to store a single recognized "design" lattice file, plus a "gold" lattice (the inputs "from PV" that produced good optics (see To Add), plus at least one experimental lattice file. This capability to switch easily between a lattice of the extant machine and an ad-hoc lattice was badly missed in the SLC modeling environment.

Store the optics in a well known place

The results of tracking (Twiss, R-matrices, global machine params, k-values of optical components) for each of these beamlines for each of the choices of model (design, gold, experimental) for each source of input data (design, PV), will have to be stored. Proposal: put twiss and R-matrix outputs in CVS, primarily to record change history.

The input source combinations lead to a number of such outputs, calling for careful filenaming. Additionally, some applications will require coupled R-matrices and global parameters (Orbit correction, bumps). User won't want to wait for coupled lattice to be tracked in the initialization stage of each modeling program's startup, which recall involves getting extant PV values and tracking the lattice. Proposal: put the outputs (Twiss, R-matrices) into the Oracle DB. Programs will go to the db to get those optical parameters. See figure 2.

"KMOD to BDES"

The XAL model includes energy, which it acquires explicitly from klystrons (if running "from PV") at the time the lattice is tracked. Therefore there is no "BDES to KMOD" requirement for online applications as such (see questions ).

Figure 2 shows the workflow of getting from geometry to optics in applications.

Beamline Descriptions

The number of beamline description input files we need depends on the number of beamline geometries the LCLS will be run in (for instance, how many modeled extraction lines for experiments will there be)? It additionally depends on how many energy profiles will there be? Also high-level applications that deal with beamlines (bpm orbit displays, steering etc) will initialize displays based on the end-points of an input XAL beamline description file. So the XAL orbit correction app for instance, will always initialize to steer the whole LCLS unless a separate beamline file is written for smaller regions of interest - such as injection separately from main linac. It seems reasonable to assume we'll need to deal with at least the injector, main linac and wiggler separately. So, we need some way to keep track of sets of beamlines, possibly in a similar way to SLC, where a given named "beamline" is composed of conjoined sections, and each can be tracked or used independently or conjointly. And we know which have got optics info in them and whether they're "design" or "extant machine" or "gold". This of course has to be in concert with the optics in the oracle DB, and if java objects of XAL accelerator sequences are automatically egenerated, synchronous with those too.

Using SLC modelling to expedite LCLS apps development.

XAL is intended to provide much of the code-base of new applications of the LCLS. Until the XAL modeling environment is ready for use we're going to use the SLC modeling environment to model the optics of the LCLS injection. However, this need not stop us developing and deploying XAL based modeling applications (such as emittance measurement); since XAL uses an input XML file for both lattice description and to store the Twiss parameters following tracking, and it is this combined output file which is used as input by XAL applications, we can take an input XAL beamline description file, and insert the correct Twiss parameters from a corresponding model run on SLC via AIDA. See Figure 3. The resulting output file can be used by XAL applications before the XAL model system is ready.

Non-XAL unix based applications in general (eg matlab) can also be developed ahead of the XAL modeling environment using Aida to get R-matrices and Twiss parameters etc from the SLC model environment.

Figure 3

ARCHITECTURE

This section articulates the specific libraries, packages and programs that will be used to implement the LCLS high level applications.

Role of the SLC Control System.

As stated repeatedly elsewhere, the existing SLC applications, such as correlation plots, steering, bumps etc, can be used to access LCLS beamline orbit and control data. That is, SLC apps will work for LCLS. This is ensured by the "SLC-aware-IOC" project, in which VMS hosted SLC control system signals will be processed by field IOCs, and data returned in a manner transparent to the VMS SLC control system.

Model based applications of the SLC control system, will require a DIMAD based model of the LCLS. Work to create that model and associated SLC DB support, has been planned and will start in the new year.

New applications however will use the architecture and tools described below.

Application Data Flows

Data access and control will be via the following Application Programming Interfaces (APIs):

  1. Java Channel Access (JCA). JCA is the EPICS Channel Access client used by XAL. JCA can also be used directly from any Java application or from Matlab
  2. Channel Access in Java (CAJ). CAJ is a Java native EPICS channel access client, which should be easier to use and higher performance, for applications that are not using XAL
  3. XAL package gov.sns.xal.smf is a javabean oriented package which offers object oriented device control to devices accessible through EPICS channel access
  4. Accelerator Independent Data Access (AIDA) gives access to SLC db, model (Twiss and R-mats), and History and EPICS archiver data, plus will soon give access to collectively controlled SLC devices (BPMs and magnets - so can acquire whole beamline at a time etc).

The choice of which of these is appropriate will vary for each application. The following sections break-down the data flow and relevant APIs which will be used by each of the appliction classes we'll have in LCLS. Those application classes are;

  1. the existing SCP + plus minor additions for LCLS
  2. existing XAL applications
  3. new applications - most of which are likely to be based on XAL, but may use data APIs like JCA or AIDA if XAL is not indicated
  4. Matlab Applications, and matlab used on an add-hoc basis.

Each of these 4 classes of applications will use each of the 3 major data sources/APIs: control data, model data and history data. The following data flow diagrams show data sources, and the status of APIs (black shows a existing data source, blue shows where work is needed to get the required data to the required application class ).

Control Data

SCP applications will control EPICS devices through the "SLC-aware-IOC". The SLC Channel Access Server gives read-only data access to SLC application data (Magnets in particular, plus SLC bpm data but without meas-def packaged acquisitions). XAL applications (both existing, and new those new applications which will use the XAL framework for control), obviously will use the XAL smf package, which is an Object Oriented device control layer on top of JCA. New applications may use XAL's smf, or may choose to use JCA directly, or AIDA. Matlab applications can also use any of XAL smf, or JCA or AIDA employing Matlab's ability to script java directly.

Model Data

The existing SLC model system is shown at right. A user initiates the Kmod-to-bdes operation from a SCP. Dimad gets the kmods, plus the model skeleton deck and initial conditions from the database. It "runs" the model, and resulting Twiss parameters and R-matrices for most devices are put in the SLC db (basically those used for 1st order optics). The .TWSS output file contains all twiss, R-mats, plus other per-unit parameters (kmods, effective lengths).

The nominal XAL data flow is similar, as shown. Proposals above change this nominal data flow to introduce the idea that twiss and R-matrices be pre-computed and put in the Oracle DB. Additionally Sergei proposes that the box entitled "XAL lattice construction" be based on his program "Relocate".

History Data

At the time of writing it has not been decided which new history data system to use in LCLS. Paul Chu reported that specific experiments in the SNS used PVlogger rather than EPICS archiver where possible, but that the archiver is used as a general history facility. It's not clear whether performance questions related to the EPICS archiver are specific to the archive browser, or to data retrieval in general.

The nominal system would be that below. The EPICS archiver protocol stack is given at left. The existing SLC history system is show at right; SLC history data can now be acquired by new applications or by matlab through Aida.

Application Framework and GUI Framework

This section outlines how components of XAL and the Eclipse RPC can be used together to produce GUI applications with responsive user interfaces on any platform.

XAL has three largely distinct components: a modeling "code" or tracking engine (package gov.sns.xal.model); a javabean-oriented device control layer (classes extending gov.sns.xal.smf.AcceleratorNode), e.g. class Magnet and class BPM; and a set of classes to implement applications in a Graphical User Interface (GUI) based on Swing (packages gov.sns.application and gov.sns.tools). For LCLS applications we will initially use all 3 of these to create new applications.

Eclipse also has 3 distinct components: Firstly it's an integrated development environment for writing programs in java and C++. More importantly for LCLS applications, it includes a sophisticated skeleton for GUI based applications (the Rich Client Platform, or RCP). Applications integrated into the RPC use SWT/Jface as the GUI framework. XAL on the other hand extends the JFC/Swing GUI framework. So, one could not use the GUI components, esp widgets, of XAL in an Eclipse RPC application. Never-the-less one can use all of the non-GUI aspects of XAL for an RPC application, just like matlab XAL programs do, and conversely one can use the SWT/jface framework to write a graphical XAL application.
Therefore, depending on the application, a programmer can choose to write a given LCLS application that uses XAL, either using JCF/Swing, in which case they will be able to use the GUI framework of XAL, or SWT/Jface.

Eclipse Plugins, Software Development and Distribution

Eclipse includes an excellent facility for developing extensions to the basic Rich Client Platform. Eclipse is itself composed of a hierarchical system of plugins. Programmers can develop plugins adding their functionality (for instance an orbit correction plugin). The plugin self-describes the precise versioning requirements it has with the plugins on which it builds. Eclipse includes a facility for distributing plugins via an update site. This provides a framework in which we can develop and distribute new code, both internally and externally with the "EPICS Office collaboration" (plus XAL if we wrap XAL as an Eclipse plugin).

Proposal: develop new applications assuming JFC/Swing. If the first couple are not performing adequately, convert to SWT/Jface. Use Eclipse as a launching platform.

APPLICATIONS

This section points out likely implementations of each of the applications as they are listed in Requirements for High level Software Applications.

Generic Diagnostic Packages

Package

Implementation

Beam Orbit Display

Exists in XAL. Need to check whether the interface to BPMs understood by XAL is that offered by our EPICS implementation.

Wire Scanner User Interface

To be developed using XAL. Configs saved and restored to Oracle. Needs functional and systematic requirements

Profile Monitor user interface

To be developed in XAL or Eclipse Gumtree. There may be an existing implementation in Gumtree http://gumtree.sourceforge.net/wiki/index.php/Main_Page. Needs functional and systematic requirements reviewed against existing tools

Generic Tuning Packages

Package

Implementation

Multi-knob facility

To be implemented. Proposal: implement as a java library with multi-knob files defined in XML

Correlation Plots

On SLC this is a complex package with heavy integration with other high level applications. Propose: review existing XAL "scan", "XIO" and "XYZ PV Correlator" packages (which each have aspects of correlation plots, implement one or more, but delay full Correlation Plots development until other applications have been built, so they have settled before CP is started.)

Buffered Data Acquisition

To be developed in XAL

Specialist Tuning Packages

Package

Implementation

Transverse Emittance Reconstruction

To be developed in XAL, plus Oracle for configs. Needs functional and systematic requirements

Beta matching

To be implemented in XAL. Needs functional and systematic requirements

Bunch Length Measurement

To be implemented in XAL. Needs functional and systematic requirements

Beamline Online Modelling

Package

Implementation

"bdes-to-kmod"

Is this required since XAL modelling acquires energy at tracking time from the klystrons(question)

Transfer r-matrices

See Basic Model Environment above. Coupled R-matrices (question)

Twiss parameters

See Basic Model Environment above

Orbit Fitting

Exists in SLC. To be developed in XAL

Estimation of equivalent kick

To be developed in XAL, probably as part of Orbit Fitting

Calculation of ideal corrector strengths...

 

Steering and Lattice

Package

Implementation

"Steering"

Exists in SLC control System. An "Orbit Correction" package exists in XAL, but looks like it's more oriented towards global slow orbit correction than steering per se. Propose 1: use SLC steering and power steering for injection. 2. Develop in XAL, possibly based on XAL Orbit Correction. 3 Although PRDspecifies "...using a choice of algorithms...", propose that only SVD based orbit correction is implemented, possibly also Micado. Needs functional and systematic requirements, and evaluation of whether a full "power steering" is required, per the PRD.

Lattice Diagnostics

Presently not done brilliantly in SCP, but offline tools used like LOCO, MIA. Needs functional and systematic requirements, and comparison against existing tools in XAL, LOCO etc

Linac Energy Management

Package

Implementation

Calculate energy profile

Presently in SCP. Possibly an XAL application with similar functionality "Energy Manager".

Calculate required magnet strengths given energy

Presently in SCP. Guessing not available in XAL (question). Develop in XAL.

Related Software

Package

Implementation

Fast Feedback

Dealt with elsewhere

Configuration Control

Data Archiver

Exists in SLC for SLC devices ("History"). Data archiver for EPICS in LCLS is under discussion. Paul Chu reports that EPICS archiver itself considered too slow; SNS experimenters use PVLogger when they can, but PVlogger is not an alternative archiver. AIDA can presently acquire both SLC and EPICS Archiver data. Propose: use EPICS Kasemir Channel Archive; improve Archive Browser performance; implement additions to browser so both sources can be accessed via AIDA. See Questions

Error Logging

See Error Handling, Logging and Viewing below

Watchdog

MATLAB

Matlab will provide a significant programming base for LCLS physics applications. We forsee that production level software may well be implemented in Matlab. Therefore we need data and control APIs to help users code applications in matlab, and support for error handling and message logging from Matlab m-file code.

Interfaces

The XAL, EPICS and AIDA java APIs can be used from inside matlab. That is, all the APIs listed in the Application Data Flows.

Infrastructure

Windows, and unix variants of Matlab will inevitably be used. However, Matlab is still ironing out the links in its Java support, so for production we have to control which versions of Matlab are officially "supported" for controls. Suggest starting with Matlab r14 SP2 - which is known to avoid problems with Orbacus assertions.

A "java.opts" file is required to parameterize Matlab's understanding of java, and this must be in the working directory of the user. So, if we permit Windows Matlab users, there must be a Windows filesystem home for java.opts.

Error handling and logging from Matlab

The Err package (see Error handling, viewing and Logging below)provides a very simple java based API for message logging suitable for Matlab. After making the appropriate entry in the JAVACLASSPATH so as to find the err.jar file, the following would issue a message to cmlog:

Error logging in matlab
err=Err.getInstance();
err.log("I got an error");

 

 

 

ERROR HANDLING, LOGGING AND VIEWING

A programmer spends half their time handling errors, so making that as easy as possible is a productivity priority. For LCLS we will use the following technology stack:

Err package (see http://www.slac.stanford.edu/grp/cd/soft/err/) makes the process of rigorously handling errors easy. It allows a programmer to define an error code in a structured, recorded global way; and to use that code to issue errors and associated diagnostics from or linux, solaris, windows platforms in either java or C/C++, and issue them directly to CMLOG (or some other message logger). It includes support for exception chaining ("caused-by") and exception translation, so the end user can see what systematic thing caused their functional problem (E.g. of a error logged by Err in cmlog might be "UnableToTrackBeamlineException: LCLS ; caused by FileNotFoundException: LCLS.XML when attempting to steer LCLS".

Cmlog. cmlog is a message logger that can be used for error messages. It includes components for receiving messages to log from programs running on the network (either in hosts or IOCs), logging those errors in a database, and a viewer for browsing the logged messages.

jcmlog. jcmlog is a sophisticated error log viewer for CMLOG developed at SLAC recently for LCLS. It is in general much faster and smother than the nominal CMLOG viewer from Jlab and includes facilities for handling the particular requirements of Err (above) such as horizontal scroll for long messages.

TOOL SUMMARY

This section summarises utilities that will be used to develop LCLS applications.

Tool

Function

x86 Linux RH, KDE/GTK-2 window system

(Native) Desktop O/S for applications. Note, Windows is NOT listed. As described in the architecture Windows clients will go through X11 See X11. x86 and GTK-2 specification is important so performance can be tuned.

Matlab

Ad-hoc analysis: acquiring data through aida, jca and XAL, performing computation and implementing results. Acquire hist data through Aida.
Physics Applications: apps may be implemented directly in Matlab using above tools, plus Accelerator Toolkit (AT) inv_AT.

XAL

1) Modelling components (tracking); 2) OO device control, 3) Application framework, 4) Existing XAL applications.

Eclipse RPC

Integrated application launching. Rich Client Platform (RPC) for integrated applications shared with "EPICS Office" and gumtree.

Eclipse SWT/Jface

High performance Interactive Applications

XAL (JCA), AIDA (CORBA), JCA/CAJ

Data Interoperability. Getting and setting device data. Aida can also get history and model data to unix apps from the SLC control system.

Jcmlog, cmlog, Err

Error handling, logging and browsing. See error handling.

Cvs, make

Source repository and building. Distribution by simple "install" to an AFS or mounted NFS directory. See Filesystem. Note not ANT (question)

Oracle

Enterprise RDB. Stores the XAL geometry, and in architecture described here also the optics. Applications acquire optics from the db rather by tracking an XAL lattice at runtime.

OC4J or Jboss or Apache jakarta

Choose an Application Server. We're making heavy use of Oracle and XML, so displays based on contents of those datasources will go through an App server (AS). Pick one.

Java

Programming Language

Linux, Solaris

Server Hosts O/S

NFS

Production Host Filesystem? See Filesystem

AFS

Development Host Filesystem

Integrated Development Environments

Not a good idea to prescribe these for everyone. Three good open source choices for our technology stack are emacs+jdee, Netbeans (including matisse) and the Eclipse IDE. All three include CVS integration.

RED FLAGS

Some important choices or questions.

  1. *SLC CAMAC Magnet control and SLC BPM data acquisition by XAL Applications.*The SLC CA server does not presently support "set" operations, so there is not presently a way for XAL applications, which use EPICS Ca through JCA, to change the value of CAMAC magents. Possible solutions are to add set to SLC CA, or to change XAL applications to use AIDA, or to accept that XAL applications can not control SLC CAMAC magnets - that would be bad for orbit correction for instance, since most magnets in the linac will be SLC control system. Similarly, the SLC-aware-IOC and EPICS BPM acquisition API will allow both an XAL based application, or the SCP, to acquire IOC hosted BPMs, but are there "classical" SLC BPMs that must be acquirable by XAL applications.
  2. *XAL uses JFC/Swing - will that be too slow?*Have to evaluate the user interface GUI performance of XAL apps in different platform and network configs. In particular we propose to host apps only on Linux, which means many users will be displaying over ssh tunneled X11 to their PC using xwin32.
  3. Windows filesystem.
    If we do require native execution on Windows that decision should be made clearly and early, and resources assigned to implement the common executable and configuration file distribution so that Unix and Windows running applications are in sync and see the same configuration files. Java Web Start and Eclipse update site technology may be places to find solutions. Use of Matlab from Windows for instance requires some well known Windows filesystem home for the matlab support files.
  4. XAL Plane Coupled modeling.
    The existing XAL probes for calculating R-matrices, run on either the X-plane or Y-plane and returns only a 2x2 matrix for each element. That is, it's uncoupled. This is reflected in the fact that only the Twiss parameters can be stored into an XAL file - it only contains uncoupled optics. It may be that XAL is in fact tracking a plane coupled system, but only returning the X or Y plane block-matrices - need to verify. So, if plane coupled orbit correction is important for us, we need to verify what XAL is doing, add at least 4x4 probe API, also probably also 6x6 tracking.
  5. XAL Modelled acceleration and solenoid. XAL does not model acceleration completely, nor solenoid field see Questions
  6. Archiver. Which one?
  7. XAL file generation directly from Oracle. Is there a mechanism to flag items in the oracle db for inclusion in the lattice? Danger is people will edit the Oracle db to say move an item to a new z location or include a dummy bpm, and the lattice will change.
  8. Scripting. It may be that the requirement for user-level scripting of complex operator procedures is a requirement. Scripting user level procedures, for instance button-pushes on GUI applications, as opposed to control-system PVs, will be hard.
  9. Matlab. It's expensive and we may be highly reliant on it especially at first (see Questions).

REQUIRED ADDITIONS TO SLC CONTROL SYSTEM

An LCLS model beamline, associated sectors and db additions in support of it, must be added.

SCP runtime problems on Linux fixed. At time of writing this includes a problem with dialog inputs, data has to be entered twice.

Pulse-id acquisition by Correlation Plots. Presently broken needs to be fixed.

REQUIRED SOLUTIONS

This section lists functional components of the LCLS modeling applications architecture which for which we need to decide on a vendor:

  1. Numerical Analysis package, for matrix manipulation and linear algebra. Some classes of XAL extend JAMA 4, this may be sufficient.
  2. J2EE compliant Application Server. Application Servers include technology for accessing databases (eg oracle) and displaying information to the web. This will be useful for displaying static control data, model information and other slow control configs etc, to the web and to the Integrated Control Program. Suggest Apache Jakarta, plus PHP, Xerces, Xalan, etc.

JOB LIST

Lists some jobs that might otherwise be forgotten.

  1. SQL script and other munging to get from Oracle db description of geometry and devices to a lattice description in an XAL input file.
  2. The XAL tracker. An XAL application which tracks the lattice and produces a 2nd XAL file containing the twiss parameters for each device, plus other per-element parameters.
  3. Add acceleration and solenoid elements to XAL.
  4. Check XAL's linear algebra support. Done: it uses JAMA -see ref.
  5. Create a Skills Matrix for applications, eg, XML and associated technologies (DOM, XSL etc), Oracle and associated technologies (SQL, PHP, persistence).

QUESTIONS

This section lists outstanding questions. Questions that have been answered are listed below in Answered Questions.

Questions about requirements

  1. How complex is the conversion of Oracle DB to XAL lattice? Does the db contain enough to emit a lattice? Mark Woodley warns that there are probably many things necessary in the XAL lattice which need not be in the DB (marker points), and many things in the DB which should not be in the lattice. This latter class includes things like dummy BPMs, so not simply the case that everything of a given class should be in the lattice. People change the z of things in the DB. May be a good idea to have a "Skeleton" XAL file (maybe processed by xsl/php).
  2. Verify there is no "KMOD to BDES" requirement?
    1. That is, is there a Lattice Diagnostics requirement for online applications, and a need to keep magnet "fudge factors"?
    2. Which XAL applications allow one to update the EPICs magnet k-values after a successful model run?
  3. Does XAL really not model acceleration? If not how is it useful for SNS?
  4. Verify that XAL does not model a plane coupled system.
  5. How long does XAL take to parse an XAL beamline? It has to build a DOM tree, which can't be negligible. Since that is a requirement of every XAL application at initialization its an important performance bottleneck.
  6. Is XAL's modeling of acceleration adequate? We (greg and Diane) have decided to answer this by writing an XAL beamline description, tracking it, and comparing to MAD output.
  7. Is XAL's existing treatment of solenoids adequate? I think (greg) there are 2 solenoids in the beamline, both in the injector so they're needed early in commissioning, but both set to zero in MAD deck so far!
  8. How many beamline descriptions should there be?
  9. What is the canonical list of XAL physics apps?
  10. Is there are requirement for the Wolski parameters? Since longitudinal phase advance is important to LCLS do we need to add a Wolski parameter probe to XAL? Should Wolski params be pre-computed and put in the db as we shall for Twiss and R-mats?
  11. Does LCLS need SVD based orbit minimization? Is there an orbit minimization in XAL?
  12. Are we going to offer user-level scripting for automating complex procedures such as "turning on the Injector" (per Galayda)? see R&D scripting.
  13. Will SLC history data be streamed to the EPICS archiver and then turned off? This depends on whether there is an adequate viewer.

Questions about "Systems"

  1. Verify AFS client for Windows is not workable. If an AFS client for
  2. Find best performing Windows X11 server for JFC/Swing clients.
  3. (Steph) How many matlab licenses will be needed? Shoudl we use a Group license. Who will pay? What matlab features will be needed? Who will be responsibe for administration of Matlab?

R&D

This section outlines some constrained R&D we should do to check architecture decisions.

Matlab

Accelerator Toolkit (AT)

See what applications are available in Accelerator Toolkit (AT). Use of matlab for applications depends on desirability of the functionality offered, responsiveness of the application in the context of a large accelerator's operations, and importantly, ability to secure licensing with manageable cost/benefit.

Specifically: Do AT applications appear to offer support for configurations necessary in a large machine (e.g. choosing from available bpms and correctors in an orbit correction package). How does it handle errors? Are bpm statuses communicated to the user interface and graphics?

Matlab Plotting

Can Matlab be used as a general purpose charting engine? This would be very much more desirable than XAL's charting if having charted the data for a plot one could easily "drop into matlab" to further analyse the data just plotted.

Filesystem and distributing software releases

Should the production executables (XAL java jar files etc) and configuration files be on AFS or NFS? Operative points in the question are that both XAL and Eclipse require that the user specify a "workspace" at startup, which defines their particular configuration. This workspace must always be writable, so AFS token expiry after 25 hrs use, can be problematic. Simplest solution is makefile "install" to a mounted NFS directory - but that directory has to be accessible by all head nodes (that is, all linux desktops running the applications).

Eclipse includes two software distribution mechanisms: first requires "pull" (the user initiates the update), 2nd is Java Web Start, which checks for updates at predefined intervals.

Scripting

Are we going to attempt to provide a scripting interface to the applications themselves? Clearly one can "script" EPICS and AIDA data exchanges, from say matlab, but this kind of scripting does not include canned user-level procedures as offered through the applications' APIs because the applications themselves include a lot of code which will not be available through the EPICS/AIDA interfaces. User level GUI scripting may be possible by direct interface to X11.

DETAILS

This section gives details behind architectural statements made above.

Why so definite about x86 Linux RH with KDE/GTK-2?

To create a high performance user interface we should lock down the desktop hardware. We can support more than one such configuration, such as x86 Windows and x86 Linux with GTK, but for high performance UIs we need to build for specific desktops, so we have to know what they will be a-priori. Eg, when building SWT/Jface apps, one has to target a gives set of desktops so the appropriate libraries can be included in the build.

NAMES

Light relief - what are we going to call this system?

LIPS LCLS integrated physics system
SIPS SLAC integrated/interactive physics system
iSCP Integrated SLAC Control System
SOMA SLAC online modeling applications.

TECHNOLOGY GLOSSARY

  1. Oracle: The enterprise db contains static data on devices and their beamline geometry.
  2. XAL: Existing software which contains a lattice tracker, java bean classes for programs to deal with accelerator devices in an object oriented way, and code for building GUI applications based on Swing.
  3. XML (see references): A computer language for writing files containing structured data. XML is used by XAL as the language of its input model files. Data in XML is trivially transformed via XSL into other forms, such as HTML for easy display on the web, or other XML files suitable for other programs or putting into a db.
  4. AIDA (Accelerator Independent Data Access), a Java API to EPICS Channel Access, SLC database device data, BPM and magnet data and control, EPICS and SLC history data, SLC modeling data.
  5. Err - a platform and language independent (java & c++) error handling framework for creating and logging error messages.
  6. global message: error or warning text message typically going to some log like cmlog, and viewed by a user through a browser like cmlog browser. A global message is on generated by a front-end computer or an application that thinks it's worth telling the world about. compare to local message
  7. local message: a message generated by an application that is intended only for viewing by the application's user at that time. Eg "0 is not a permitted number of iterations to average bpm readings".

REFERENCES

  1. XAL http://www.sns.gov/APGroup/appProg/xal/xal.htm
  2. XML entry in Wikipedia http://en.wikipedia.org/wiki/XML
  3. LCLS lattice files http://www-ssrl.slac.stanford.edu/lcls/linac/optics/
  4. JAMA http://math.nist.gov/javanumerics/jama/
  5. http://www.diamond.ac.uk/CMSWeb/Downloads/diamond/Events/EPICS/XAL_Applications_Correlator_Framework.pdf

ANSWERED QUESTIONS

This section lists questions that have been answered since the birth of this document.

  1. Acquisition through JCA should also be verified, since the SLC BPM acqusition is oriented toward acquisitions of whole beamines and is highly parameterized.
    ANS: Diane (posted by Greg): the EPICS BPM API will largely mirror the SLC BPM API in that it will be oriented toward acquisitions of beamlines and allows specification of timing parameters. Greg: That's ok then as long as the setup required in an application is invariant whether it's talking to an SLC BPM through the SLCCAS (and if there is any requirement in LCLS apps to talk to SLC BPMs(question)) or a new IOC hosted BPM.
  2. Does XAL offer matrix manipulation, linear algebra and fitting adequate for the LCLS? Ans: yes, uses JAMA.

To add to this document


Add gold lattice to optics flowchart diagram
More on History/archiving
More on correlation plots

Basic Architecture FAQ

Desktop

x86 Linux RH, KDE/GTK window system. Apps will run on the desktop host (not over X11). Control room heads will simply be an example of this, ie locally on a kiosk or sunray (running linux/GTK). Windows later; Mac later. Apps can be run over X11 onto Windows and Mac in offices (with some performance degradation).

Frameworks

Eclipse Rich Client Platform (RPC) and XAL applications. Therefore mixing Eclipse (SWT/Jface) and XAL (AWT/Swing). Control System Studio Eclipse plugins will be used as they mature.

Modelling

4 phases: 1) for BC-1 use SLC model system, data retrieved over AIDA; 2) MAD twiss/R-mats persisted to Oracle db, applications and ad-hoc physicists apps in Matlab use AIDA to retrieve optics; 3) XAL, twiss/R-mats persisted to Oracle, existing XAL apps use XAL files, new XAL apps we write use Oracle; 4) As 3, but XAL input file is generated from Oracle device list.

Databases

Oracle, SLACPROD for "prod", SLACDEV FOR "dev". Program access by jdbc, AIDA, hibernate.

Applications Servers (for web based applcations)

3 Application servers: 1) Oracle APEX (aka Application Express, aka ORAWEB) for items managed by the LCLS Database team; 2) tomcat, for physics elog, and other web applications.

Display and Plot generation.

Textual displays defined by xml data + css (Casscading Style Sheet) producing xhtml rendered by browser in Eclipse.

Plotting by GnuPlot v4, or possibly JAS. The last data plotted will be immediately available in an octave window.

Help

By Eclipse help system.

Error handling

err.stanford.slac java package. errors issued to cmlog db. Default browser will be jcmlog.

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1 Comment

  1. Hi Mark, Thanks very much for this.

    On 10/24/05 12:32 PM, "Woodley, Mark" <mdw@slac.stanford.edu> wrote:

    > Hi Greg,
    >
    > Here are some random thoughts and observations:
    >
    > R-matrices can't be completely computed from Twiss parameters ... longitudinal
    > phase space (of crucial importance to LCLS) isn't included in the standard
    > Twiss parameter formalism.
    Right, and you've pointed out before that Twiss can't even include
    transverse plane coupling. So for that reason I'm pretty sure we'll
    "pre-compute" both the Twiss and R-matrices, plus possibly the Wolski
    parameters. By "pre-compute" I mean like in SLC modelling, we will extend
    the XAL model optics program, to allow you to "run the model" and put the
    computed Twiss and R-matrices in the Oracle db. Other modelling programs
    then have the choice to go to the DB to get those parameters rather than run
    the model for themselves. In XAL, this "running-the-model" is called
    "probe", and the normal use of XAL is that each program does a probe for
    itself if it needs model parameters. The 20000ft doc goes into some detail
    about the variations of this basic scenario to cover "design" model, "extant
    machine" model, and "experimental" model. Using "pre-computed" optics params
    fits in with also using ELEGANT as a model code for online apps (see below).

    >
    > A self-consistent 6-dimensional fully coupled "Twiss" parameter formalism has
    > recently been developed by Andy Wolski of LBNL. In the case of no transverse
    > coupling Andy's parameters reduce to the standard Twiss parameters that we
    > know and love. One only needs the set of 6x6 R-matrices and the input beam
    > parameters to generate the Wolski parameters, so one can envision a program
    > like DIMAD doing the R-matrix generation and then a simple application (ours
    > is Matlab-based) to generate the Wolski parameters from the R-matrices. Might
    > be useful in your modeling scheme.
    I added possibility of Wolski params to the doc. Thanks.
    >
    > Perhaps a complete model of LCLS would consist of a full set of 6x6 R-matrices
    > and Wolski parameters.
    >
    > I believe that there is no transverse coupling by design in the LCLS optics,
    > but assuming that there will be no coupling in actual operation is probably
    > dangerous. The XAL modeling engine should be capable of handling it (IMHO and
    > based on the SLC experience).
    Yes, I've added that as a Red Flag item. We do have to check whether
    tracking ("probing") includes coupling, and adjust the API of the R-matrix
    probe accordingly.

    >
    > Most of the design for manipulating the longitudinal phase space of LCLS was
    > based on particle tracking and, I believe, can't be modeled adequately using
    > "beam matrix" tracking. The online system should provide for tracking of
    > input particles (defined in one or more specified ascii files) and displaying
    > the tracked distributions at various places throughout LCLS. Of course,
    > ELEGANT is the tracking engine of choice. Probably this is seen as a separate
    > high-level application (question).
    I would like us to consider whether we should use both XAL and ELEGANT
    models online. I'm pretty sure XAL applications don't care whether the XAL
    tracking engine had done the tracking, so I don't think its a big deal to
    use both from the perspective of XAL applications. Maybe not as a high
    priority.

    >
    > Phase data from klystrons is as critical as the energy gain. Of course, both
    > the energy gain and phase of each klystron may be beam code dependent ...
    Ok, I don't know what that means in LCLS. Something to look at. By
    "beam-code" you mean energy, and aren't we told that there will definitely,
    positively, absolutely, be only one energy, so although there may be >1
    beamcode for beampath purposes, there will only be one energy profile.
    NOTE: If people can really run the machine in a different energy profile
    then we'll need different "probe" files for each XAL beamline file, the XAL
    equivalent of "Machine Mode".

    >
    > I don't understand the statement that "there is no BDES-to-KMOD requirement"
    > ... certainly if quads are tweaked to improve beam quality one wants to be
    > able to generate new optics, at least to keep steering working.
    I was referring to XAL modelling applications, not SLC, and furthermore only
    to Xal's modelling of EPICS controlled magnets. I guess I'd like to diagram
    out the requirements for bdes-to-kmod and kmod-to-bdes in the case of XAL
    modelling SLC magnets.

    >
    > I'm not exactly sure I'm following the notion of "pre-computed" optics.
    See para1 above.
    >
    > If XAL can't deal with acceleration and solenoids, why is it being used? That
    > is one hell of a red flag! What's Paul Emma saying about this? Inventing a
    > new accelerator code for the online system seems risky ... better to just
    > provide a framework in which the accelerator physicists can use the codes they
    > believe in.
    Seems from talking to Tom Pelaia and Chris Allen that modelling of
    acceleration is "incomplete". Tom said "RF cavities may add energy to the
    incoming particles depending on the cavity phase. However, the online model
    does not currently account for the particle's velocity and hence arrival
    time when calculating the acceleration." and further "RF cavities are
    treated with the linear matrix approximation."
    Chris replied " The container for holding RF
    gap objects could not be created proper because the way the lattice was
    generated from the machine representation. If the lattice generation is
    fixed, then I think the acceleration problem goes away." I've asked him to
    expand on that.
    So as we said yesterday, the right thing to do is probably to hand-write
    an XAL file now, and compare it's Twiss and R-mat probe results to MAD. Same
    for solenoids.

    >
    > -Mark
    Cheers
    Greg