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% ==============================================================================
%
% "Ideas for Citizen Science in Astronomy"
%
% ARAA, 2015
%
% Copyright 2014 P.J.Marshall, C.J.Lintott & L.N.Fletcher
%
% 14842 words, 114 references, 4 large figures: 34 pages
% from http://www.annualreviews.org/page/authors/article-length-estimator-2
%
% Justified to an editor window width of 80 characters
% ==============================================================================
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% MACROS
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% ==============================================================================
\begin{document}
% ------------------------------------------------------------------------------
\jname{Annu.\ Rev.\ Astron.\ Astrophys.}
\jyear{2015}
\jvol{}
\ARinfo{}
\title{Ideas for Citizen Science in Astronomy}
\author{%
Philip J.\ Marshall
\affiliation{Kavli Institute for Particle Astrophysics and Cosmology, P.O.~Box~20450, \newline
MS~29, Stanford, CA 94309, USA.}
Chris J. Lintott
\affiliation{Department of Physics, Denys Wilkinson Building, University of Oxford, \newline
Keble Road, Oxford, OX1 3RH, UK.}
Leigh N. Fletcher
\affiliation{Atmospheric, Oceanic and Planetary Physics, Clarendon Laboratory, University
of Oxford, Parks Road, Oxford OX1 3PU}
}
\markboth{Marshall, Lintott \& Fletcher}{Ideas for Citizen Science in Astronomy}
% ------------------------------------------------------------------------------
% \begin{keywords}
% methods: miscellaneous --
% techniques: miscellaneous --
% \end{keywords}
\begin{abstract}
We review the expanding, internet-enabled, and rapidly-evolving field of citizen
astronomy, focusing on research projects in stellar, extragalactic and
planetary science that have benefited from the participation of members of the
public. These volunteers contribute in various ways: making and analyzing new
observations, visually classifying features in images and light curves,
exploring models constrained by astronomical datasets, and initiating new
scientific enquiries. The most productive citizen astronomy projects involve
close collaboration between the professionals and amateurs involved, and occupy
scientific niches not easily filled by great observatories or machine learning
methods: citizen astronomers are motivated by being of service to science, as
well as by their interest in the subject. We expect participation and
productivity in citizen astronomy to increase, as datasets get larger and
citizen science platforms more efficient. Opportunities include engaging
citizens in ever-more advanced analyses, and facilitating citizen-led enquiry
through professional tools designed with citizens in mind.
\end{abstract}
\maketitle
% ==============================================================================
\section{INTRODUCTION}
\label{sec:intro}
The term ``citizen science'' refers to the activities of people who are not paid
to carry out scientific research (``citizens''), but who make intellectual
contributions to scientific research nonetheless.\footnote{%
In this review we differentiate between the data collection and data analysis to
which citizens contribute, and distributed ``grid'' computing farmed out to
processors owned by citizens. We omit the latter since it does not fit our
definition of citizen science as involving \textit{intellectual} contributions
from citizens; the Oxford English Dictionary defines citizen science as
``\textit{scientific work} undertaken by members of the general public, often in
collaboration with or under the direction of professional scientists and
scientific institutions'' (our emphasis).} Citizen scientists come from all walks
of life, and their contributions are diverse, both in type and research area.
This review is about the astronomy projects they have participated in to date,
the tasks they have performed, and how astronomy has benefited -- and could
benefit further -- from their efforts.
The earliest
example of collaboration between
professional and amateur astronomers seems to
have been Edmund Halley's call for observations of the 1715 total eclipse of the
Sun which crossed central England \citep{Halley}.\footnote{Citizen observations proved useful; Halley's colleagues at
Oxford were clouded out, and those in Cambridge were ``oppressed by too much
Company, so that, though the heavens were very favourable, [they] missed both
the time of the beginning of the Eclipse and that of total darkness.''} Since
then there has been a long tradition of amateur observers
making important discoveries and significant sustained contributions. However,
the advent of the world wide web has changed the face of professional and
amateur collaboration, providing new opportunities and accelerating the sharing
of information. People are now connected to each other on a scale that has never
happened before. Citizens can interact with professional scientists via a range
of media, including purpose-built citizen science websites which
increase the potential for shared data analysis and exploration, as well as for
data collection. Meanwhile, communities of citizens have sprung into existence
as like-minded people have been able to find and talk to each other in a way
that is almost independent of their geographical location. The result has been
an exponential increase in citizen involvement in science. The field is evolving
very quickly, with more and more professional scientists becoming aware of the
possibilities offered by collaborating with, for example, specialists operating
outside the usual parameters of professional astronomical observation, or tens
of thousands of people eager to perform microtasks in their spare time.
Our aim in this work is to review the astronomical (and occasionally wider)
literature for productive citizen science projects, and distill the
characteristics that made these case studies successful. As our title states,
this is a review of ideas for astronomy: we will look forward as well as back,
and try to answer the following questions. What are the particular niches that
citizen science fills, in our field? What traits do successful citizen astronomy
projects share? What is the potential of citizen science in
astronomy, and how can it be realized? Citizen science has a significant impact
on its participants, whether they be sitting in a university office or in front
of a home computer or mobile phone screen.
This review is organised as follows. Astronomy research typically starts with
observations: so do we, in \Sref{sec:obs}. We then proceed to consider visual
classification, data modeling and finally citizen-led enquiry in
Sections~\ref{sec:class}--\ref{sec:explore}. With this overview in place, we
take a look in \Sref{sec:crowd} at the population of citizens who take part in
astronomical research.
In \Sref{sec:future} we speculate on potential citizen contributions to
astronomy in the future, and finish with some
concluding remarks in \Sref{sec:conclusions}.
% ------------------------------------------------------------------------------
\section{AMATEUR OBSERVING}
\label{sec:obs}
There is currently an active community of well-equipped amateur observers
making astronomical observations of great utility. The steady improvements and
increasing affordability of digital technology, in addition to the ease of
data sharing and communications, have considerably expanded the realm of
amateur astronomy in the past two decades. Meanwhile, professional
observatories are always over-subscribed, with resources necessarily being
divided between particular areas of sky, or samples of objects, or on a few
astronomical questions: tuning the parameters of professional observations to
optimize all possible scientific enquiries would seem an impossible task. What
types of niches does this leave for amateur observers to fill? What are the
strengths that amateur observers can play to?
% - - - - - - - - - - - - - - - - - - - - - - - - - -
% Solar System Observations
\CaseStudy{Discovery and characterisation of asteroids and comets.}
Small solar system objects moving against the fixed-star background can be
detected in a set of CCD frames either by eye or by automated software.
Targets include near-earth asteroids (NEAs, with orbits intersecting those of
the terrestrial planets), main belt asteroids between Mars and Jupiter, and
comets. The extreme familiarity of some citizen astronomers with a particular
region of sky, planet or nebula, allows them to immediately identify
peculiarities or new features. A protocol for citizen discovery has been
established: the position of any new object is compared to existing
catalogues, and if no existing details are found then the new discovery and
its ephemerides can be reported to the IAU Minor Planet
Center.\footnote{\url{http://www.minorplanetcenter.net}} If observations are
repeated for at least two nights by one or several observers, then a new
denomination is provisionally assigned to the discovery, and an electronic
circular reports the discovery to the wider world. For example, the NEA
2012~DA14 was initially reported by a team of amateur observers affiliated
with the La Sagra Sky Survey at the Astronomical Observatory of Mallorca
(Spain), and subsequently characterised by professional astronomers during its
closest approach in February 2013 \citep[e.g., ][]{13deleon}.
As with asteroids, the majority of new comet discoveries are made by automated
surveys, but a small and stable number of discoveries come from amateurs with
small telescopes \citep{14mousis_proam}, typically in regions poorly covered
by survey telescopes (e.g., regions close to the Sun). C/2011~W3~(Lovejoy),
a Kreutz sungrazer comet, is one such example, discovered by T. Lovejoy and
circulated via the Central Bureau for Astronomical Telegrams (CBAT)
\citep[e.g.,][]{12sekanina}. The Oort cloud comet C/2012~S1~(ISON) was
spotted by V. Nevski and A. Novichonok in images from the International
Scientific Optical Network, which spurred a major international effort to
observe its perihelion passage as it disintegrated \citep{14sekanina}. At
the time of writing, an international citizen network, managed via the
`Co-ordinated Observations of Comets (CIOC)'
group\footnote{\url{http://cometcampaign.org/comet-siding-spring}}, is hoping
to provide worldwide coverage of the close approach of C/2013A Siding Spring
with Mars in Oct 2014. Amateurs are also contributing to the search for a
sub-category of objects with a detectable cometary coma within the asteroid
belt. Recent discoveries of these main belt comets, which appear to be
asteroids that are actively venting their volatiles at perihelion, are
beginning to blur the distinction between asteroids and comets. The T3
project, a collaboration between the University of Rome and several amateur
observers, began in 2005 with the detection of a coma around asteroid
2005~SB216 \citep{06buzzi}, and has gone on to detect at least eight main belt
comets \citep{14mousis_proam}. These early citizen science discoveries,
followed up by professional astronomers, have generated new insights into the
properties and variety of comets, and the dynamic and evolving nature of our
solar system. The discovery of Comet Shoemaker-Levy 9 (co-discovered by
amateur observer D. Levy) before its collision with Jupiter
\citep{04harrington} is a classic example. In general, it is the global
distribution of citizen observers and the long-baselines of their observations
that enable new discoveries of minor bodies in our solar system.
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{Long timescale planet monitoring.}
Planetary atmospheres make tantalising targets for citizen observers, being
large, bright, colourful and highly variable from night to night (e.g.,
\Fref{fig:planets}). The long-term monitoring provided by the network of
amateur astronomers provides valuable insights into the meteorology of these
worlds, tracking the motions of clouds, waves and storms as they are
transported by atmospheric winds to probe the physical and chemical processes
shaping their climates. For example, the global distribution of giant planet
observers permits global monitoring of Jupiter and Saturn as they rotate over
10 hours. Citizens upload raw filtered images and colour composites, organised
by date and time, to online servers, such as the Planetary Virtual Observatory
and Laboratory (PVOL\footnote{\url{http://www.pvol.ehu.es/pvol}}) maintained
for the International Outer Planets Watch \citep[IOPW][]{10hueso}. Those
images can be used by amateurs and professionals alike to study quantitatively
the visible activity, including measuring wind speeds from erupting plumes
\citep{08sanchez}, investigating the strength and changes to the large
vortices \citep[e.g., the 2006 reddening of Jupiter's Oval
BA,][]{06simon-miller}, and determining the life cycle of the belt/zone
structure \citep{96sanchez, 11fletcher_fade}. For Saturn, a close
collaboration between citizen scientists and Cassini spacecraft scientists
(known as Saturn Storm Watch) has allowed correlation of lightning-related
radio emissions detected by the spacecraft with visible cloud structures on
the disc \citep[e.g.,][]{11fischer}, which would not have been possible with
the targeted regional views provided by Cassini's cameras alone. Furthermore,
it was the amateur community that first spotted the eruption of Saturn's
enormous 2010-2011 storm system, which was monitored over several months
\citep{12sanchez}.
Video monitoring has been used by citizen observers to enable high resolution
``lucky'' imaging of Jupiter. The best images, at moments of clear seeing,
from the high-resolution video frames are selected, extracted and stacked
together, using custom software to correct for the distortions associated with
the telescope optics and residual atmospheric seeing. Software written by
citizen scientists for free distribution to active observers, such as
Registax\footnote{\url{http://www.astronomie.be/registax}} and
Autostakkert\footnote{\url{http://www.autostakkert.com}}, allows them to
process their own video files, thus avoiding the need for transfer of large
datasets to some centralised server \citep[see][for a thorough
review]{14mousis_proam}. Descriptive records of morphological changes are
maintained and continuously updated by organisations of citizen scientists
such as the British Astronomical Association (BAA) and the Association of
Lunar and Planetary Observers (ALPO and ALPO-Japan). The BAA's Jupiter
section\footnote{\url{http://www.britastro.org/jupiter}} is a team of amateurs
with substantial expertise in Jupiter's appearance \citep{95rogers}; their
regular bulletins describe the changing appearance of the banded structure and
the emergence of new turbulent structures and weather phenomena, and keep a
record of the long-term atmospheric changes.
Amateur observing also provides long-term monitoring in the inner solar
system. Discrete cloud features can be used to study the super-rotation of
the Venusian atmosphere, and the occurrence of a mysterious ultraviolet
absorber at high altitudes. For example, the Venus Ground-Based Image Active
Archive was created by ESA to provide contextual observations supporting the
Venus Express mission \citep{08barentsen}. Groups such as the International
Society of Mars Observers
(ISMO\footnote{\url{http://www.mars.dti.ne.jp/\textasciitilde
cmo/ISMO.html}}), the British Astronomical Association (BAA) and the
International Mars Watch program quantitatively and qualitatively assess
amateur images of the red planet, and while citizen observations of Uranus and
Neptune require telescopes with diameters exceeding 25 cm, there have been
confirmed reports of atmospheric banding and discrete cloud features when
near-infrared filters (to maximise the contrast between the white clouds and
the dark background) and long exposure times of tens of minutes are used.
Citizen monitoring of all of these worlds (summarised in \Fref{fig:planets})
provides the long-baseline, flexible and high frequency imaging complementary
to that returned by orbital and surface missions.
%%%%%%%%%%%%%%%%%%%
\begin{figure}[!ht]
\centering\includegraphics[width=\linewidth]{figs/planets.png}
\caption{Examples of high-fidelity images obtained by amateur planetary
observers. Credit: Damian Peach (UK) for Venus, Mars and Neptune images;
Christopher Go (Philippines) for Jupiter; Darryl Pfitzner Milika and Patricia
Nicholas (Australia) for Saturn; and Anthony Wesley (Australia) for Uranus
\citep[see][for a thorough review of amateur planetary
astronomy]{14mousis_proam}.}
\label{fig:planets}
\end{figure}
%%%%%%%%%%%%%%%%%%%
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{Solar System Impacts.}
The increasing adoption of video monitoring of planetary targets means that
unexpected, short-lived events on the surfaces of those bodies are now more
likely to be observed by citizen astronomers than by professional
observatories. For example, an impact scar near Jupiter's south polar region
was first discovered in imaging by Australian amateur Anthony Wesley on July
19th, 2009. This led to an international campaign of professional observations
to understand the asteroidal collision that had created the scar
\citep[e.g.,][]{10hammel,10depater,11orton}. Although the 2009 impact was out
of view from the Earth, at least three flashes have been confirmed between
2010 and 2012, and the light curves used to determine the sizes and frequency
of objects colliding with Jupiter \citep[e.g.,][]{13hueso}
(\Fref{fig:jupiter-impacts}). Citizen scientists have developed free software
to allow observers to search for impact flashes in an automated way (e.g.,
Jupiter impact detections\footnote{\url{http://www.pvol.ehu.es/software}} and
LunarScan from the ALPO Lunar Meteoritic Impact Search for transient impact
flashes recorded on the
Moon\footnote{\url{http://alpo-astronomy.org/lunarupload/lunimpacts.htm}}).
%%%%%%%%%%%%%%%%%%%
\begin{figure}[!ht]
% convert -crop 800x400+0+20 citscirev_figures.002.png jupiter-impacts.png
\centering\includegraphics[width=\linewidth]{figs/jupiter-impacts.png}
\caption{Citizen science contributions to monitoring of impacts in the Jupiter
system. (a) Dark impact scar in Jupiter's atmosphere imaged by Anthony
Wesley on July 19th 2009 \citep{10sanchez}. (b) The
evolution of a smaller bolide impact on June 3rd 2010 at red
wavelengths, also imaged by Wesley. (c) The evolution at blue
wavelengths by Christopher Go, figure from \citet{10hueso}.}
\label{fig:jupiter-impacts}
\end{figure}
%%%%%%%%%%%%%%%%%%%
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\CaseStudy{Transiting and Microlensing Exoplanets.}
Amateur observers have contributed to several exoplanet investigations,
responding to detections made by professional surveys and making important
contributions to the light curves of the targets. In the case of exoplanet
transits, the challenge is to measure the 1\% diminution in starlight as a
giant planet transits in front of its parent star. \citet{14mousis_proam}
point out three methods whereby amateurs can contribute to the
characterisation of exoplanetary systems: first, by frequent observations of
known transits to refine ephemeris; second, by searching for transit time
variations that can reveal additional planets in a system; and third, by
searching for previously unidentified transits in known planetary systems
\citep[e.g., the discovery of the transit of HD 80606b from a 30 cm telescope
near London,][]{09fossey}. A further interesting example of citizen
contribution to exoplanet observations is the characterisation of the transit
candidate KOI-961 \citep{Muirhead2012}, during which amateur astronomer Kevin
Apps pointed out to the professional observing team the close similarity of
the stellar spectrum to that of Barnard's star, enabling them to carry out an
unusually sensitive differential analysis.
In a planetary microlensing event, significant brightening of the background
star is required to make a planet orbiting the microlens visible at all; if
additional caustic crossings are caused, the resulting exoplanetary
microlensing feature is of just several days duration, calling for high
frequency, on demand monitoring -- a situation well matched to the capability
of a global network of small telescope observers \citep[see e.g.\
][]{Christie2006}. High magnification events detected by the
OGLE\footnote{\url{http://ogle.astrouw.edu.pl/}} and
MOA\footnote{\url{http://www.phys.canterbury.ac.nz/moa}} surveys have been
broadcast by the
microFUN\footnote{\url{http://www.astronomy.ohio-state.edu/\textasciitilde
microfun}} and PLANET\footnote{\url{http://planet.iap.fr}} networks (now
merged) to globally-distributed professional and amateur observers to follow
up. These collaborations have been very successful, helping enable
characterisation of over a dozen exoplanet systems \citep[see e.g.\ ][and
references therein]{Udalski++2005,Gould++2014}. (A similarly responsive
network of citizen observertories is assembling as the RECON project, which
aims to measure the size of Kuiper belt objects from the width of their
occultation shadows as they pass over the West coast of the
U.S.\footnote{\url{http://tnorecon.net/}})
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\CaseStudy{Variable Star Monitoring: the AAVSO.}
The American Association of Variable Star Observers (AAVSO) supports and
coordinates the efforts of about 2000 amateurs (over a five-year window) who
are interested in monitoring variable stars. In each of the last five years,
the community has made over a million observations, either visually or with
digital techniques, and logged them into a shared, public
database\footnote{\url{http://www.aavso.org}} with over 100 years of
continuous data on many stars. The AAVSO provides a number of services to
assist the volunteers, including training material, an online data entry tool
that carries out basic error checking, finding charts with calibrated
photometry, a catalog of known variable stars that is more extensive than the
General Catalog of Variable Stars (GCVS), and data analysis tools such as
light curve generation and period determination. Staff and volunteers perform
quality control on the submitted data. Despite its name, AAVSO observers are
located all over the world, with two thirds of the observer base residing
outside of the U.S. Some of the community's larger telescopes can be operated
robotically, and have been linked together into a network, AAVSOnet. The
AAVSO is also engaged in the NSF-funded AAVSO Photometric All-Sky Survey
(APASS\footnote{\url{http://www.aavso.org/apass}}), a survey of the entire sky
in 8 bandpasses ($BVu'g'r'i'z'Y$) for stars between 7th and 17th magnitude.
The APASS data processing and calibration is being done in collaboration with
professional astronomers, and the data is being released at approximately
annual intervals.
The distributed nature of the AAVSO community means that it can produce
continuous light curves for stars at all declinations. The AAVSO data has
been used extensively by professional astronomers needing the most up-to-date
optical measurements of stellar variability in, for example, the SS Cyg system
\citep{Miller-Jones++2013}, optical light curves taken simultaneously with
monitoring being carried out by space telescopes and/or at different
wavelengths \citep[see \eg][for a successful joint AAVSO--HST
program]{Szkody++2013}, or who are performing long baseline data mining
analysis of variable star populations.
The AAVSO, in partnership with several professional astronomers and education
specialists, successfully coordinated the NSF-funded ``Citizen Sky'' project
to monitor the 2009-2011 eclipse of the epsilon Aurigae binary star system.
The results from this campaign \citep{Stencel2012}\footnote{The results from
the Citizen Sky project are presented in a special issue of the JAAVSO at
\url{http://www.aavso.org/jaavso-v40n2}} were used by
\citet{Kloppenborg++2010} to help interpret their interferometric imaging of
the obscuring disk in the system. AAVSO observers are not only active
participants in the data collection process, but also perform original
research and publish their results, and so are involved at every level of
Citizen Science.
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{The Whole Earth Blazar Telescope.}
Similar in organisational spirit to the AAVSO's variable star monitoring, the
Whole Earth Blazar Telescope
project\footnote{\url{http://www.to.astro.it/blazars/webt/}} coordinates the
continuous monitoring of blazars at over 40 amateur and professional optical and
radio observatories, most recently in support of the Fermi and AGILE space
telescopes in the GASP long-term monitoring program. The observations taken by
this global network have been published in over 50 peer-reviewed papers since
1998. The large number of observatories involved gives the system both a fast
response time, and a large capacity for ongoing high cadence observations,
enabling blazar outbursts to be monitored intensively for several months soon
after they are detected \citep[\eg][]{Raiteri2008}, and rapid variability to be
captured \citep[\eg][]{Boettcher2005}.
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{Extragalactic Transients: Supernovae and GRBs.}
An extremely productive area of citizen astronomy has been the discovery and
early characterisation of supernovae. Since the early 1980's,
amateur astronomers have consistently made very important contributions to the
search for nearby supernovae. For example, both Type 1B prototype objects
\citep[SN1983N and SN1984L,][]{Porter+Filippenko} were discovered by
amateur astronomer Robert Evans, who has visually identified 42 new supernovae
alone. Since 2010, amateur astronomers have
discovered supernovae at the rate of about 150--180 per year, approximately
10\% of the total.\footnote{See e.g.\
\url{http://www.rochesterastronomy.org/sn2013/snstats.html} for a
citizen-compiled summary of recent supernova discovery statistics.} While
professional surveys have now overtaken them in terms of total numbers of
supernovae found, amateur astronomers continue to discover nearby and peculiar
objects in significant numbers. These citizens observe as individuals and in
teams. For example, the Puckett Observatory World Supernova
Search,\footnote{\url{http://www.cometwatch.com/supernovasearch/discoveries.html}}
a collaboration between 26 amateur astronomers coordinated by Tim Puckett, has
found 15--20 supernovae per year, including seven of the 25 known Type 1ax class
\citep{Foley2013}. The small but dedicated worldwide community
of amateur astronomers
searching for supernovae communicate with each other via email and their club or
observatory websites, and report discoveries directly to the IAU via its Central
Bureau for Astronomical
Telegrams.\footnote{\url{http://www.cbat.eps.harvard.edu/index.html}} This is
the primary interaction between amateurs and professionals in this area: the
citizen observers are self-organised and simply provide a very valuable
discovery service: the Puckett Observatory notes that, to date, 22 peer-reviewed
publications have been written on the supernovae they have discovered.
Optical transients associated with Gamma Ray Bursts (GRBs) have also been
discovered by amateur astronomers who were
able to supply the required rapid response
\citep[][]{Oksanen2008}. Again, results were reported via a telegram system, the
Gamma-ray Burst Coordinate Network\footnote{\url{http://gcn.gsfc.nasa.gov/}}
\citep{Monard2003,Oksanen2007}.
% - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
\vspace{\baselineskip}
The example case studies in this section illustrate a thriving synergy between
amateur and professional observations, and several instances of productive
professional-amateur (``Pro-Am'') collaboration. While the solar system provides
some of the most amenable targets for amateur observation
\citep{14mousis_proam}, ``deep sky'' observations by the non-professional
community provide important further insight into the capabilities of citizen
astronomers. In particular, we can identify three advantages held by amateur
astronomers that have enabled them to make authentic contributions to science.
The first is \textit{time availability}. Determinations of meteor frequencies or
blazar microvariability require observations on short timescales (minutes),
whereas the slow evolution of giant planets or periodic variable stars occur on
longer timescales (years and decades). Amateur observations can be frequent
and repetitive, but also long standing. The second, related, advantage is that
of \textit{flexibility}: whenever a new phenomenon is discovered, citizen
observers will be keen to catch a glimpse irrespective of the scientific value
of their observations. This reaction can be near-instantaneous, and, when made
by a networked community, provides naturally well-sampled coverage across the
globe. The third advantage is \textit{contextual}. Professional observations
are often taken in a very different wavelength range, focus on a narrower
spatial region, or employ spectroscopic techniques that do not yield images. In
some situations, near-simultaneous wide field optical imaging by citizen
scientists provides very useful additional constraints on the process of
interest.
% - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{``Passive Observing.''}
While amateur astronomers have acquired a great deal of very useful data, the
general population is better equipped than ever to image the sky and make that
data available for scientific analysis. This has been demonstrated by two
recent professionally-led projects that made use of a largely passive
observing community connected via online social networks not usually
associated with astronomy.
\citet{Lang++2012} used more than 2000 images scraped from the photo sharing
website Flickr as inputs to a reconstruction of the orbit of Comet Holmes.
This comet was bright enough to be visible with the naked eye during its 2007
apparition, and a large number of photographs were taken of it and uploaded.
\citeauthor{Lang++2012} were able to astrometrically calibrate many of the
images using their automatic image registration software,
\textit{astrometry.net} \citep{Lang++2010}. The calibrated images trace out
the trajectory of the comet, producing a result which is close to that
obtained from the JPL Horizons system \citep{Giorgini}. Estimates of orbital
parameters from Flickr images alone are accurate, when compared to the JPL
Horizons values, to within a few standard deviations. As the authors point
out, while in this case the photographers did not realize they were
participating in a scientific study, the potential of combining powerful
calibration software with large amounts of citizen-supplied imaging data is
made clear. This method of ``unconscious'' citizen science may prove to have
significant value in fields beyond astronomy too, if models of the statistical
sampling can be developed: for example, ecological studies of wildlife
photographs submitted to sites like Flickr are likely to happen in the next
few years.
Another form of passive observing occurs when dramatic impacts capture
attention. Video footage of the fireball and shockwave of the February 2013
Chelyabinsk meteor \citep{13popova} proved essential in scientifically
characterising the impactor and its likely origins, despite the fact that
these records were largely captured accidentally by autonomous security
cameras. Trajectories reconstructed from these records even permitted the
recovery of meteorites from a debris field on the ground. While statistics
on meteor flux and impacts are currently actively provided via a global
network of citizen scientists, sharing and publicising their observations of
meteors via the International Meteor Organisation
(IMO\footnote{\url{http://www.imo.net}}), visual observations of meteors can
also be tracked with no such active participation. By searching the archive of
short text messages submitted to the web service Twitter, Barentsen et al.
(priv.\ comm.) were able to detect several new meteor showers. Naked-eye
observers had spotted shooting stars and tweeted about them to their
followers, giving rise to a detectable signal in the stream of tweets that
night. At present, when most people image the night sky they don't think of
themselves contributing to science, but these projects show just how low the
barrier to entry to citizen astronomy could be.
% ------------------------------------------------------------------------------
\section{VISUAL CLASSIFICATION}
\label{sec:class}
Observing the night sky with a telescope is perhaps the most familiar of the
activities of amateur astronomers, but as the previous section showed, citizens
are also actively involved in the processing and interpretation of the data they
have taken. In this and the next section we look at projects where much larger
archival astronomical datasets have been made available to crowds of citizens,
who are asked to inspect images and light curves, and help describe and
characterize the features in them. Despite significant advances in machine
learning and computer vision, the visual inspection of data remains an important
part of astronomy, as it continues to take advantage of the amazing human
capacity for visual pattern recognition. While many in the 1990s predicted that
the increasing size of astronomical datasets would make such time-intensive
inspection impossible, the extensive reach of the world wide web has enabled the
involvement of hundreds of thousands of citizen scientists in this form of
``crowd-sourced'' data analysis.
% - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
\subsection{Crowd-sourced Classification in Astronomy}
\label{sec:class:astro}
\CaseStudy{Stardust@home.}
While significant preliminary work had been carried out by NASA's
``clickworkers'' (see below), the project that first illustrated the potential
of crowd-sourcing for astronomical purposes was
Stardust@home\footnote{\url{http://stardustathome.ssl.berkeley.edu/}}. The team
asked volunteers to scan through images of samples returned from Comet Wild-2 by
the \textit{Stardust} mission, attracted a large audience to the apparently
unprepossessing task of looking for dust grains in an effort to identify samples
of material from outside our Solar System. The site was built on BOSSA, an early
attempt to build a generalized platform for such crowd-sourcing projects, and
featured a stringent test which volunteers had to pass before their
classifications would be counted. Despite this hurdle, more than 20,000 people
took part, and a variety of dust grains were removed from the aerogel for
further study, contributing two of the seven candidate interstellar grains
presented in a recent Science paper \citep{Westphal}. Perhaps the most
significant long-term impact of Stardust@home, though, was the demonstration
that large amounts of volunteer effort were available even for such seemingly
uninspiring tasks such as hunting dust grains in images unlikely to be described
as intrinsically beautiful, and that, with a suitable website design and
stringent testing, scientifically valuable results could be obtained.
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{Galaxy morphology with Galaxy Zoo}
The Stardust@home experience directly inspired the development of Galaxy Zoo,
perhaps the most prominent scientific crowd-sourcing project to date. Galaxy Zoo
was built on the continued importance of morphological classification of
galaxies, first introduced in a systematic fashion by Hubble, and later
developed by, among others, de~Vaucouleurs. While the morphology of a galaxy is
closely related to its other properties, such as colour, star formation history,
dynamics, concentration and so on, it is not entirely defined by them: there is
more information in resolved images of galaxies than is captured in these
observables. One approach was to develop simple proxies (e.g CAS \citep{Conselice}), but these
are at best approximations for true morphology.
In an effort to prepare for large surveys, such as the Sloan
Digital Sky Survey (SDSS),
\citeauthor{Lahav1995}~(\citeyear{Lahav1995},\citeyear{Lahav1996}), and later,
\citet{Ball} developed neural networks trained on small samples of expert
classified images,\footnote{The Lahav papers are perhaps as interesting for
their psychology as for their astrophysics, as the classifications reveal the
relations between the senior classifiers employed to be experts.} in order to
automate the process of classification, arguing that the size of the then-upcoming
surveys left no place for visual classification.
The performance of these automatic classifiers depended on the input parameters,
including colour, magnitude and size. These variables correlate well with
morphology, but are not themselves morphological, and when included they
dominate the classification. In particular, for galaxies which do not fit the
general trends, such as spirals with dominant bulges, or star-forming
ellipticals, automated classifiers, whether using these simple measures or
more complex proxies for morphology such as texture, fail to match the
performance of expert classifiers \citep{Lin++2008}.
As a result, \citet{Scha2007},
\citet{Nair}, and others have spent substantial amounts of time visually
classifying tens of thousands of galaxies.
Inspired by Stardust@home, a small group led by one of the authors (Lintott) created
Galaxy Zoo in 2007 to provide basic classifications of SDSS
galaxies\footnote{The original Galaxy Zoo is preserved at
\url{http://zoo1.galaxyzoo.org} with the current incarnation at
\url{http://www.galaxyzoo.org}.} Classifiers were presented with a coloured
image centered on and scaled to one of more than 800,000 galaxies, and could
select from one of six options to characterise that object's morphology:
clockwise, anti clockwise and edge-on spirals,
ellipticals, mergers and ``star/don't know.'' Aside from an easily-passed
initial test, little knowledge was required or indeed presented to classifiers,
enabling them to proceed quickly to doing something real
shortly after arriving at the
site; this approach, in contrast to Stardust@home, was
successful in encouraging large numbers of visitors to participate.
This tactic -- in which both passing and sustained engagement provide
substantial contributions -- is illustrated in \Fref{fig:gz2} which shows results from
Galaxy Zoo 2. This later version of the project asked for more detailed
classifications via a decision tree containing questions such as `How prominent
is the bulge?', and later iterations of the project have applied a similar
approach to galaxies drawn from \textit{Hubble Space Telescope} surveys including GEMS (Rix et al. 2004),
GOODS \citep{GOODS}, COSMOS \citep{COSMOSa,COSMOSb} and
CANDELS \citep{CANDELSa,CANDELSb}.
%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
\begin{figure}[!ht]
\centering\includegraphics[width=\linewidth]{figs/gz2squares.png}
\caption{Distribution of effort amongst 5000 randomly selected volunteers from
Galaxy Zoo 2. The area of each square represents the classifications of a single
user; colours are randomly assigned. The diagram illustrates the importance of
designing for both committed and new volunteers as both contribute
significantly; ignoring one or the other would greatly reduce the project's utility.
Figure made by K. Willett using code by P. Brohan.}
\label{fig:gz2}
\end{figure}
%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
To date, several hundred thousand people
have participated in the Galaxy Zoo project. However, such
figures would be meaningless if the classifications provided were not suitable
for science. With sufficient effort to ensure each galaxy is classified multiple
times (as many as 80 for many Galaxy Zoo images), these independent
classifications need to be combined into a consensus. As discussed in later
sections, this can become complex, but for Galaxy Zoo a simple weighting which
rewards consistency, first described in \citet{Land++2008}, was deemed sufficient.
Importantly, combining classifications provides not only the assignment of a
label but, in the vote fraction in a particular category, an indication of the
reliability of the classification. This allows more subtle biases, such as the
propensity for small, faint or distant galaxies to appear as elliptical
regardless of their true morphology, to be measured and accounted for
\citep[see][]{Bamford++2009}. The net result is that the Galaxy Zoo classifications
are an excellent match for results from expert classification, and have produced
science ranging from studies of red spirals \citep{Masters++2010} to investigations
of spiral spin \citep{Slosar++2009}.
A full review of Galaxy Zoo science is beyond the scope of this review; a review
of the project and many early science results can be found in
\citet{Fortson++2012}, a summary of more recent science results can be found in
\citet{Willett++2013}.
It is worth noting that some of the project's most important results
have been the result not of interaction with the main classification interface,
but represent rather serendipitous discoveries made by participants.
We return to these in \Sref{sec:explore} below.
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{Surfaces of solar system bodies: Moon Zoo, Moonwatch.}
If studying galaxies remains, at least in part, a visual pursuit, then the same
is certainly true of planetary science. NASA's Clickworkers\footnote{http://www.nasaclickworkers.com/}, which asked
volunteers to identify craters on the Martian surface, lays claim to be the
oldest astronomical crowd-sourcing project. The consensus results matched those
available from experts at the time, but failed to go beyond this promising start
to produce results of real scientific value. More recently, interfaces inviting
classifiers to look at the Moon, Mercury, Mars and Vesta have been launched and
attracted significant numbers of classifications; however, although preliminary
results have been promising \citep{Kanefsky}, these projects have yet to produce datasets that
have been used by the planetary science community in the same way that Galaxy
Zoo has by the astronomical community. The recent release of the first paper from the Cosmoquest
Moon Mappers project \citep{Robbins} may indicate that this will change.
\CaseStudy{Tracking Features in Giant Planet Atmospheres: WinJUPOS}
Not all astronomical crowd-sourced visual classification is led by
professional scientists.
JUPOS\footnote{\url{http://jupos.privat.t-online.de}} is an amateur astronomy
project involving a global network of citizen observers to monitor the
appearance of planetary atmospheres. Recent software developments have provided
a much more quantitative perspective on these citizen observations. The WinJUPOS
software was developed by a team
of citizen scientists led by G.~Hahn; it allows multiple images of a giant
planet to be stacked with a correction for the rapid rotation of Jupiter or
Saturn (once every 10 hours), then re-projected onto a latitude-longitude
coordinate system, so that the precise positional details of atmospheric
features can be determined via ``point-and-click,'' relying on the citizen's
ability to identify features on the planetary disc visually.
By doing this over many nights surrounding Jupiter's opposition, the community
builds up enormous drift charts, comprising tens of thousands of positional
measurements for these features, ranging from the tiniest convective structure
being moved by the jet streams, to the largest vortices
\citep[e.g.][]{WinJUPOSRedSpot}. The charts reveal the dynamic interactions
within the jovian weather layer, and the long-term stability of their zonal jets
(see e.g., the regular bulletins provided by the Jupiter section of the British
Astronomical Association). The positions can be extrapolated forward in time,
enabling targeted observations by professional observatories or even visiting
spacecraft. The Juno mission, scheduled to arrive at Jupiter in 2016, is reliant
on the citizen observer community to provide this sort of contextual mapping for
the close-in observations from the orbiter. This long-term record of Jupiter's
visible appearance by citizen scientists has proven to be an invaluable
resource for the giant planet community.
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{Time domain astronomy: Supernova Zoo and Planet Hunters}
\label{SNZoo}
The three defining characteristics of ``Big Data'' have come to be accepted as
volume, velocity and variety. Time-domain astronomy projects, that indeed
require the immediate inspection of challenging volumes of live, high velocity,
complex data, can benefit from citizen science, as shown by two recent projects,
Supernova Zoo and Planet Hunters. While transients such as supernovae or
asteroids can often be found through the use of automatic routines, visual
inspection is still used by many professional science teams as part of their
process of selecting candidates for follow-up.
The most successful attempt to use crowd-sourcing to attack these problems to
date has been the offshoot of Galaxy Zoo described in \citet{SmithSN}. Data
from the Palomar Transient Factory \citep{LawPTF} was automatically processed
and images of candidate supernovae uploaded on a nightly basis; this triggered
an email to volunteers who, upon responding, were shown the new image, a
reference image and the difference between the two. By analyzing the answers
given by the volunteers to a series of questions, candidates were sorted into
three categories, roughly corresponding to ``probable supernova,'' ``likely
astrophysical but non-supernova transient'' and ``artifact.'' The results were
displayed on a webpage and used by the science team to select targets for
follow-up. Despite the Supernova Zoo site attracting many fewer classifiers
than Galaxy Zoo, it was highly effective in sorting through data, with
consensus typically reached on all images within 15 minutes of the initial email
being sent.
The large dataset generated by this project was used by \citet{Brink} to develop
a supervised learning approach to automatic classification for PTF transients.
The performance of this routine, which for a false-positive rate of 1\% is more
than 90\% complete, depends on the kind of large training set that can be
generated by crowds of inspectors; this suggests a future path for large surveys
in which citizen science provides initial, training data and is followed by
machines taking on the remaining bulk of the work. Encouragingly,
\citeauthor{Brink}'s method, which makes use of a set of 42 features extracted
from survey images, has performance which is insensitive to a small fraction of
mislabeled training data, suggesting that the requirements for accuracy of
citizen science projects which aim to calibrate later machine learning may be
less stringent than otherwise thought.
A different approach to crowd-sourced classification in time-domain astronomy is
exemplified by the Planet Hunters
project,\footnote{\url{http://planethunters.org}}
which asks volunteers to examine
light curves drawn from the dataset provided by the \Kepler mission in
order to identify interesting events in retrospect. While the task of
identifying transits from extrasolar planets is, at first glance, one which
seems more suited for automated than for human analysis, the success of Planet
Hunters in identifying more than fifty planet candidates missed by the automatic
routines suggests that there remains a role for inspection by eye in cases where
the relevant science requires samples of high completeness. Several of the
planets found by Planet Hunters are unusual: PH1b, the project's first confirmed
planet \citep{Schwamb++2013} and a circumbinary, is the first planet known in a
four-star system.
Others, including the more than forty candidates identified
by \citep{Wang2013,Schmitt2014}, might have been
expected to be recovered by more conventional searches. Planet Hunters,
therefore, is acting as an independent test of the \Kepler pipeline's efficiency
\citep{Schwamb++2012} and has inspired improvements in subsequent analysis
\citep{Batalha++2013}. A recent redesign of the project, launched in September 2014, aims to provide a 'first-look'
at data from the Kepler extended mission, emphasising rapid analysis through a
system which quickly identifies potential transits and then asks experienced volunteers
to review them.
% - - - - - - - - - - - - - - - - - - - - - - - - - -
\CaseStudy{Using existing tools: Near Earth Asteroid precovery and RAD@home.}
Online visual classification does not necessarily require a custom-built
interface. \citet{Solano2014} describe an online classification project carried
out by the Spanish Virtual Observatory (SVO) to refine the orbits of Near Earth
Astroids (NEAs) using archival images from the Sloan Digital Sky Survey. Over
3000 volunteers inspected pairs of images looking for and marking moving
objects, leading to the improvement of 6\% of known NEAs. While designed and
funded as an outreach project, the SVO made use of the
\textit{Aladin}\footnote{\url{http://aladin.u-strasbg.fr}} VO science user
interface tool in use by professional astronomers, and enabled the submission of
results via the Minor Planet Circular system.
Citizen scientists utilising publically-available video data from
observatories such as SOHO and STEREO and their choice of graphics software
have been able to discover numerous sungrazing comets (\Sref{sec:obs}).
Indeed, the majority of 2000+ SOHO sungrazer discoveries have been due to
dedicated amateurs over 15+ years of operation, e.g.,][]{12battams},
reporting their observations to professional observers via the Sungrazer
Project\footnote{\url{http://sungrazer.nrl.navy.mil/}}.
Similar in spirit to these projects is the RAD@Home project \citep{Hota2014},
a ``a zero-funded, zero-infrastructure, human-resource network'' using free
web services and public astronomical data archives to organise and enable
citizen astronomy research. The community of volunteers was formed around a
Facebook group,\footnote{\url{https://www.facebook.com/groups/RADathome}} and
its initial investigations have focused on morphological identification of
massive spiral galaxies hosting radio~loud AGN \citep{Hota2011} in the GMRT
TGSS survey imaging. Some of the RAD@home volunteers have co-authored
follow-up proposals, mentored by the project's PI. We return to the enabling
of volunteers to ``graduate'' to more advanced activites in
Sections~\ref{sec:model} and~\ref{sec:explore} below.
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\subsection{Classification Analysis}
\label{sec:class:analysis}
In most visual classification projects, working on archived image data with
little time pressure, the random assignment of task to classifier, followed by
simple, democratic treatment of the classifications has been judged
sufficient. However, the need for rapid processing of images in time domain
astronomy projects has prompted the investigation of more efficient analyses
of the classification data. Using the Supernova Zoo project's archive as a
test, \citet{Simpson++2012IBCC} developed a Bayesian method, IBCC, for
assessing classifier performance; in this view, each classification provides
information both about the subject of the classification and about the
classifier themselves. Classifier performance given subject properties can
thus be predicted and an optimum set of task assignments calculated.
Moreover, work by Simpson et al., as well as \citet{Kamar} and
\citet{Waterhouse} on Galaxy Zoo data, suggests that accuracy can be
maintained with as few as 30\% of classifications. This sort of optimization
will be increasingly important for online citizen science, especially in
projects that use a live stream of data, rather than an archive, since the
classification analysis will need to be done in real time.
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\CaseStudy{Rare event detection: Space Warps}
Steps towards real-time classification analysis have been taken in the Space
Warps project.\footnote{\url{http://spacewarps.org}}
Space Warps is a rare object search: volunteers are shown deep
sky survey images and asked to mark features that look as though they are
gravitationally lensed galaxies or quasars (Marshall et al, More et al in prep.).
Extensive training is
provided via an ongoing tutorial that includes simulated lenses and known
non-lenses, and immediate pop-up feedback as to whether these training images
were correctly classified. Because real lenses are rare (appearing once every
$10^{2-4}$ images, depending on the dataset), the primary goal is to reject the
multitude of uninteresting images so that new ones can be inspected -- and this
drives the need for efficiency. Marshall et al (in prep.) derived a
simplified version of the IBCC classification analysis that updates a
probablistic model of both the subjects and the agents that represent the
classifiers in a statistically online manner (enabling, in principle, real-time
analysis). This
analysis was run daily during each of the Space Warps projects, and subjects
retired from the stream as they crossed a low probability threshold. This
algorithm is being implemented into the web application itself for future
datasets.
The increased efficiency of visual classification projects that will come with
real-time analysis will enable feedback on the projects' progress to be given
much more promptly -- an important part of the collaboration between
professionals and amateurs in crowd-sourcing projects.
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\subsection{Visual Classification in Other Fields}
\label{sec:class:non-astro}
Although, as described in the previous section, astronomical analysis led the
development of citizen science as a data analysis tool, it has quickly been
adopted by other fields. In some cases, this adoption has been explicit. The
tools developed for Stardust@home were developed into a general purpose
library for citizen science, BOSSA. Both this and the Zooniverse platform
(which hosts many of the examples described above) support projects from
fields as diverse as ecology and papyrology. This diversity allows general
lessons about project design to be drawn; indeed, this is an active area of
research for academic fields as diverse as computer science, economics and
social science. A recent paper by \citet{Crowston}, for example, compares
Planet Hunters and Seafloor Explorer, a Zooniverse project which explores the
health of fisheries off the coast of North America, finding in both cases that
volunteers who are new to the project seek out ``practice proxies'' --
examples of apparently correct behaviour from amongst material accumulated in
the informal social spaces that accompany the main project.
Projects from other fields can also suggest strategies which could be adopted
by future citizen astronomy projects. For example, future projects involving
analysis of survey data which has been collected for a multitude of purposes
may require a more sophisticated model for data analysis than the simple
decision tree presented by projects such as Galaxy Zoo.
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\CaseStudy{Snapshot Serengeti}
This project invites the visual classification of animals in
photographs from more than two hundred motion-sensitive ``camera traps''