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The Apache Point Observatory Galactic Evolution Experiment 2 (APOGEE-2) is a dual-hemisphere, near-infrared (NIR), spectroscopic survey with the goal of producing a chemodynamical mapping of the Milky Way. The targeting for APOGEE-2 is complex and has evolved with time. In this paper, we present the updates and additions to the initial targeting strategy for APOGEE-2N presented in Zasowski et al. (2017). These modifications come in two implementation modes: (i) "Ancillary Science Programs"competitively awarded to Sloan Digital Sky Survey IV PIs through proposal calls in 2015 and 2017 for the pursuit of new scientific avenues outside the main survey, and (ii) an effective 1.5 yr expansion of the survey, known as the Bright Time Extension (BTX), made possible through accrued efficiency gains over the first years of the APOGEE-2N project. For the 23 distinct ancillary programs, we provide descriptions of the scientific aims, target selection, and how to identify these targets within the APOGEE-2 sample. The BTX permitted changes to the main survey strategy, the inclusion of new programs in response to scientific discoveries or to exploit major new data sets not available at the outset of the survey design, and expansions of existing programs to enhance their scientific success and reach. After describing the motivations, implementation, and assessment of these programs, we also leave a summary of lessons learned from nearly a decade of APOGEE-1 and APOGEE-2 survey operations. A companion paper, F. Santana et al. (submitted; AAS29036), provides a complementary presentation of targeting modifications relevant to APOGEE-2 operations in the Southern Hemisphere.

If the Galaxy is axisymmetric and in dynamical equilibrium, we expect negligible fluctuations in the residual line-of-sight velocity field. Recent results using the APOGEE survey find significant fluctuations in velocity for stars in the mid-plane (|z| <0.25 kpc) out to 5 kpc, suggesting that the dynamical influence of non-axisymmetric features, i.e. the Milky Way's bar, spiral arms, and merger events extends out to the Solar neighbourhood. Their measured power spectrum has a characteristic amplitude of 11 km s−1 on a scale of 2.5 kpc. The existence of such large-scale streaming motions has important implications for determining the Sun's motion about the Galactic Centre. Using Red Clump stars from GALAH and APOGEE, we map the line-of-sight velocities around the Sun (d < 5 kpc), and |z| <1.25 kpc from the mid-plane. By subtracting a smooth axisymmetric model for the velocity field, we study the residual fluctuations and compare our findings with mock survey generated by GALAXIA. We find negligible large-scale fluctuations away from the plane. In the mid-plane, we reproduce the earlier APOGEE power spectrum but with 20 per cent smaller amplitude (9.3 km s−1) after taking into account a few systematics (e.g. volume completeness). Using a flexible axisymmetric model the power amplitude is further reduced to 6.3 km s−1. Additionally, our simulations show that, in the plane, distances are underestimated for high-mass Red Clump stars which can lead to spurious power amplitude of about 5.2 km s−1. Taking this into account, we estimate the amplitude of real fluctuations to be <4.6 km s−1, about a factor of three less than the APOGEE result.

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Using GALAH (GALactic Archaeology with HERMES) survey data of nearby stars, we look at how structure in the planar (u, v) velocity distribution depends on metallicity and on viewing direction within the Galaxy. In nearby stars with distance d ≲ 1 kpc, the Hercules stream is most strongly seen in higher metallicity stars [Fe/H] > 0.2. The Hercules stream peak v value depends on viewed galactic longitude, which we interpret as due to the gap between the stellar stream and more circular orbits being associated with a specific angular momentum value of about 1640 km s-1 kpc. The association of the gap with a particular angular momentum value supports a bar resonant model for the Hercules stream. Moving groups previously identified in Hipparcos (HIgh Precision Parallax COllecting Satellite) observations are easiest to see in stars nearer than 250 pc, and their visibility and peak velocities in the velocity distributions depends on both viewing direction (galactic longitude and hemisphere) and metallicity. We infer that there is fine structure in local velocity distributions that varies over distances of a few hundred pc in the Galaxy.

GALAH is a large-scale magnitude-limited southern stellar spectroscopic survey. Its second data release (GALAH DR2) provides values of stellar parameters and abundances of 23 elements for 342 682 stars (Buder et al.). Here we add a description of the public release of radial velocities with a typical accuracy of 0.1 km s-1 for 336 215 of these stars, achievable due to the large wavelength coverage, high resolving power, and good signal-to-noise ratio of the observed spectra, but also because convective motions in stellar atmosphere and gravitational redshift from the star to the observer are taken into account. In the process we derive medians of observed spectra that are nearly noiseless, as they are obtained from between 100 and 1116 observed spectra belonging to the same bin with a width of 50 K in temperature, 0.2 dex in gravity, and 0.1 dex in metallicity. Publicly released 1181 median spectra have a resolving power of 28 000 and trace the well-populated stellar types with metallicities between -0.6 and +0.3. Note that radial velocities from GALAH are an excellent match to the accuracy of velocity components along the sky plane derived by Gaia for the same stars. The level of accuracy achieved here is adequate for studies of dynamics within stellar clusters, associations, and streams in the Galaxy. So it may be relevant for studies of the distribution of dark matter.

Accurate and precise radius estimates of transiting exoplanets are critical for understanding their compositions and formation mechanisms. To know the planet, we must know the host star in as much detail as possible. We present first results from the K2-HERMES project, which uses the HERMES multi-object spectrograph on the Anglo-Australian Telescope to obtain R ∼ 28000 spectra of up to 360 stars in one exposure. This ongoing project aims to derive self-consistent spectroscopic parameters for about half of K2 target stars. We present complete stellar parameters and isochrone-derived masses and radii for 46 stars hosting 57 K2 candidate planets in Campaigns 1-3. Our revised host-star radii cast severe doubt on three candidate planets: EPIC 201407812.01, EPIC 203070421.01, and EPIC 202843107.01, all of which now have inferred radii well in excess of the largest known inflated Jovian planets.

The Galactic Archaeology with HERMES (GALAH) survey is a large-scale stellar spectroscopic survey of theMilkyWay, designed to deliver complementary chemical information to a large number of stars covered by the Gaia mission. We present the GALAH second public data release (GALAH DR2) containing 342 682 stars. For these stars, the GALAH collaboration provides stellar parameters and abundances for up to 23 elements to the community. Here we present the target selection, observation, data reduction, and detailed explanation of how the spectra were analysed to estimate stellar parameters and element abundances. For the stellar analysis, we have used a multistep approach. We use the physics-driven spectrum synthesis of Spectroscopy Made Easy (SME) to derive stellar labels (Teff, logg, [Fe/H], [X/Fe], vmic, vsin i, AKS) for a representative training set of stars. This information is then propagated to the whole sample with the data-driven method of The Cannon. Special care has been exercised in the spectral synthesis to only consider spectral lines that have reliable atomic input data and are little affected by blending lines. Departures from local thermodynamic equilibrium (LTE) are considered for several key elements, including Li, O, Na, Mg, Al, Si, and Fe, using 1D MARCS stellar atmosphere models. Validation tests including repeat observations, Gaia benchmark stars, open and globular clusters, and K2 asteroseismic targets lend confidence to our methods and results. Combining the GALAH DR2 catalogue with the kinematic information from Gaia will enable a wide range of Galactic Archaeology studies, with unprecedented detail, dimensionality, and scope.

The technique of chemical tagging uses the elemental abundances of stellar atmospheres to 'reconstruct' chemically homogeneous star clusters that have long since dispersed. The GALAH spectroscopic survey - which aims to observe one million stars using the Anglo- Australian Telescope - allows us to measure up to 30 elements or dimensions in the stellar chemical abundance space, many of which are not independent. How to find clustering reliably in a noisy high-dimensional space is a difficult problem that remains largely unsolved. Here, we explore t-distributed stochastic neighbour embedding (t-SNE) - which identifies an optimal mapping of a high-dimensional space into fewer dimensions - whilst conserving the original clustering information. Typically, the projection is made to a 2D space to aid recognition of clusters by eye. We show that this method is a reliable tool for chemical tagging because it can: (i) resolve clustering in chemical space alone, (ii) recover known open and globular clusters with high efficiency and low contamination, and (iii) relate field stars to known clusters. t-SNE also provides a useful visualization of a high-dimensional space. We demonstrate the method on a data set of 13 abundances measured in the spectra of 187 000 stars by the GALAH survey. We recover seven of the nine observed clusters (six globular and three open clusters) in chemical space with minimal contamination from field stars and low numbers of outliers. With chemical tagging, we also identify two Pleiades supercluster members (which we confirm kinematically), one as far as 6° - one tidal radius away from the cluster centre.

Open cluster members are coeval and share the same initial bulk chemical composition. Consequently, differences in surface abundances between members of a cluster that are at different evolutionary stages can be used to study the effects of mixing and internal chemical processing. We carry out an abundance analysis of seven elements (Li, O, Na, Mg, Al, Si, and Fe) in 66 stars belonging to the open cluster M67, based on high resolution GALAH spectra, 1D MARCS model atmospheres, and non-local thermodynamic equilibrium (non-LTE) radiative transfer. From the non-LTE analysis, we find a typical star-to-star scatter in the abundance ratios of around 0.05 dex. We find trends in the abundance ratios with effective temperature, indicating systematic differences in the surface abundances between turn-off and giant stars; these trends are more pronounced when LTE is assumed. However, trends with effective temperature remain significant for Al and Si also in non-LTE. Finally, we compare the derived abundances with prediction from stellar evolution models including effects of atomic diffusion. We find overall good agreement for the abundance patterns of dwarfs and sub-giant stars, but the abundances of cool giants are lower relative to less evolved stars than predicted by the diffusion models, in particular for Mg.

Using data from the GALAH pilot survey, we determine properties of the Galactic thin and thick discs near the solar neighbourhood. The data cover a small range of Galactocentric radius (7.9 ≲ RGC ≲ 9.5 kpc), but extend up to 4 kpc in height from the Galactic plane, and several kpc in the direction of Galactic anti-rotation (at longitude 260° ≤ ℓ ≤ 280°). This allows us to reliably measure the vertical density and abundance profiles of the chemically and kinematically defined 'thick' and 'thin' discs of the Galaxy. The thin disc (low-α population) exhibits a steep negative vertical metallicity gradient, at d[M/H]/dz = -0.18 ± 0.01 dex kpc-1, which is broadly consistent with previous studies. In contrast, its vertical α-abundance profile is almost flat, with a gradient of d[α/M]/dz = 0.008 ± 0.002 dex kpc-1. The steep vertical metallicity gradient of the low-α population is in agreement with models where radial migration has a major role in the evolution of the thin disc. The thick disc (high-α population) has a weaker vertical metallicity gradient d[M/H]/dz = -0.058 ± 0.003 dex kpc-1. The α-abundance of the thick disc is nearly constant with height, d[α/M]/dz = 0.007 ± 0.002 dex kpc-1. The negative gradient in metallicity and the small gradient in [α/M] indicate that the high-α population experienced a settling phase, but also formed prior to the onset of major Type Ia supernova enrichment. We explore the implications of the distinct α-enrichments and narrow [α/M] range of the sub-populations in the context of thick disc formation.

The age-metallicity relation (AMR) is a fundamental observational constraint for un-derstanding how the Galactic disc formed and evolved chemically in time. However, there is not yet an agreement on the observational properties of the AMR, primarily due to the difficulty inobtaining accurate ages for individual field stars. We have started an observational campaign for providing new observational input by using wide white dwarf-main sequence (WDMS) binaries.WDs are natural clocks and can be used to derive accurate ages. Metallicities can be obtained from the MS companions. Since the progenitors of WDs and the MS stars were born at the sametime, WDMS provide a unique opportunity to constrain in a robust way the properties of the AMR. We present the AMR derived from analysing a pilot sample of 23 WDMS and provide clear evidence for the lack of correlation between age and metallicity at young and intermediate ages., Peer Reviewed, Postprint (published version)

We use the Sloan Digital Sky Survey Data Release 12, which is the largest availablewhite dwarf catalogue to date, to study the evolution of the kinematical properties of the pop-ulation of white dwarfs of the Galactic disk. We derive masses, ages, photometric distances andradial velocities for all white dwarfs with hydrogen-rich atmospheres. For those stars for whichproper motions from the USNO-B1 catalogue are available, the three-dimensional componentsof the velocity are obtained. This subset of the original sample comprises 20,247 stars, makingit the largest sample of white dwarfs with measured three-dimensional velocities. The volumeprobed by our sample is large, allowing us to obtain relevant kinematical information. In partic-ular, our sample extends from a Galactocentric radial distanceRG=7.8 to 9.3 kpc, and verticaldistances from the Galactic plane ranging fromZ=+0.5to–0.5kpc., Peer Reviewed, Postprint (published version)

We use the Sloan Digital Sky Survey Data Release 12, which is the largest avail-able white dwarf catalog to date, to study the evolution of the kinematical properties of thepopulation of white dwarfs in the Galactic disc. We derive masses, ages, photometric distancesand radial velocities for all white dwarfs with hydrogen-rich atmospheres. For those stars forwhich proper motions from the USNO-B1 catalog are available the true three-dimensional com-ponents of the stellar space velocity are obtained. This subset of the original sample comprises20,247 objects, making it the largest sample of white dwarfs with measured three-dimensionalvelocities. Furthermore, the volume probed by our sample is large, allowing us to obtain rel-evant kinematical information. In particular, our sample extends from a Galactocentric ra-dial distanceRG=7.8 kpc to 9.3 kpc, and vertical distances from the Galactic plane rang-ing fromZ=−0.5 kpc to 0.5 kpc. We examine the mean components of the stellar three-dimensional velocities, as well as their dispersions with respect to the Galactocentric and ver-tical distances. We confirm the existence of a mean Galactocentric radial velocity gradient,∂〈VR〉/∂RG=−3±5kms−1kpc−1. We also confirm North-South differences in〈Vz〉. Specifi-cally, we find that white dwarfs withZ>0 (in the North Galactic hemisphere) have〈Vz〉<0,while the reverse is true for white dwarfs withZ<0. The age-velocity dispersion relation de-rived from the present sample indicates that the Galactic population of white dwarfs may haveexperienced an additional source of heating, which adds to the secular evolution of the Galacticdisc., Peer Reviewed, Postprint (published version)

The Galactic Archaeology with HERMES (GALAH) survey is amassive observational project to trace the MilkyWay's history of star formation, chemical enrichment, stellar migration and minor mergers. Using high-resolution (R ≃ 28 000) spectra, taken with the High Efficiency and Resolution Multi-Element Spectrograph (HERMES) instrument at the Anglo-Australian Telescope, GALAH will determine stellar parameters and abundances of up to 29 elements for up to one million stars. Selecting targets from a colour-unbiased catalogue built from 2MASS, APASS and UCAC4 data, we expect to observe dwarfs at 0.3-3 kpc and giants at 1-10 kpc. This enables a thorough local chemical inventory of the Galactic thin and thick discs, and also captures smaller samples of the bulge and halo. In this paper, we present the plan, process and progress as of early 2016 for GALAH survey observations. In our first two years of survey observing we have accumulated the largest high-quality spectroscopic data set at this resolution, over 200 000 stars. We also present the first public GALAH data catalogue: stellar parameters (Teff, log(g), [Fe/H], [α/Fe]), radial velocity, distance modulus and reddening for 10 680 observations of 9860 Tycho-2 stars, 7894 of which are included in the first Gaia data release.

The Galactic Archaeology with HERMES (GALAH) survey is amassive observational project to trace the MilkyWay's history of star formation, chemical enrichment, stellar migration and minor mergers. Using high-resolution (R similar or equal to 28 000) spectra, taken with the High Efficiency and Resolution Multi- Element Spectrograph (HERMES) instrument at the Anglo-Australian Telescope, GALAH will determine stellar parameters and abundances of up to 29 elements for up to one million stars. Selecting targets from a colour-unbiased catalogue built from 2MASS, APASS and UCAC4 data, we expect to observe dwarfs at 0.3-3 kpc and giants at 1-10 kpc. This enables a thorough local chemical inventory of the Galactic thin and thick discs, and also captures smaller samples of the bulge and halo. In this paper, we present the plan, process and progress as of early 2016 for GALAH survey observations. In our first two years of survey observing we have accumulated the largest high-quality spectroscopic data set at this resolution, over 200 000 stars. We also present the first public GALAH data catalogue: stellar parameters (T-eff, log(g), [ Fe/ H], [ alpha/ Fe]), radial velocity, distance modulus and reddening for 10 680 observations of 9860 Tycho-2 stars, 7894 of which are included in the first Gaia data release.