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We explore the galaxy-halo connection information that is available in low-redshift samples from the early data release of the Dark Energy Spectroscopic Instrument (DESI). We model the halo occupation distribution (HOD) fromz= 0.1 to 0.3 using Survey Validation 3 (SV3; a.k.a., the One-Percent Survey) data of the DESI Bright Galaxy Survey. In addition to more commonly used metrics, we incorporate counts-in-cylinders (CiC) measurements, which drastically tighten HOD constraints. Our analysis is aided by the Python package,galtab, which enables the rapid, precise prediction of CiC for any HOD model available inhalotools. This methodology allows our Markov chains to converge with much fewer trial points, and enables even more drastic speedups due to its GPU portability. Our HOD fits constrain characteristic halo masses tightly and provide statistical evidence for assembly bias, especially at lower luminosity thresholds: the HOD of central galaxies inz∼ 0.15 samples with limiting absolute magnitudeM_r< −20.0 andM_r< −20.5 samples is positively correlated with halo concentration with a significance of 99.9% and 99.5%, respectively. Our models also favor positive central assembly bias for the brighterM_r< −21.0 sample atz∼ 0.25 (94.8% significance), but there is no significant evidence for assembly bias with the same luminosity threshold atz∼ 0.15. We provide our constraints for each threshold sample’s characteristic halo masses, assembly bias, and other HOD parameters. These constraints are expected to be significantly tightened with future DESI data, which will span an area 100 times larger than that of SV3.

We estimate the redshift-dependent, anisotropic clustering signal in the Dark Energy Spectroscopic Instrument (DESI) Year 1 Survey created by tidal alignments of Luminous Red Galaxies (LRGs) and a selection-induced galaxy orientation bias. To this end, we measured the correlation between LRG shapes and the tidal field with DESI’s Year 1 redshifts, as traced by LRGs and Emission-Line Galaxies. We also estimate the galaxy orientation bias of LRGs caused by DESI’s aperture-based selection, and find it to increase by a factor of seven between redshifts 0.4−1.1 due to redder, fainter galaxies falling closer to DESI’s imaging selection cuts. These effects combine to dampen measurements of the quadrupole of the correlation function (ξ2) caused by structure growth on scales of 10–80 h−1 Mpc by about 0.15 per cent for low redshifts (0.4 < z < 0.6) and 0.8 per cent for high (0.8 < z < 1.1), a significant fraction of DESI’s error budget. We provide estimates of the ξ2 signal created by intrinsic alignments that can be used to correct this effect, which is necessary to meet DESI’s forecasted precision on measuring the growth rate of structure. While imaging quality varies across DESI’s footprint, we find no significant difference in this effect between imaging regions in the Legacy Imaging Survey.

The full-shape correlations of the Lyman alpha (Ly α) forest contain a wealth of cosmological information through the Alcock–Paczyński effect. However, these measurements are challenging to model without robustly testing and verifying the theoretical framework used for analysing them. Here, we leverage the accuracy and volume of the N-body simulation suite AbacusSummit to generate high-resolution Ly α skewers and quasi-stellar object (QSO) catalogues. One of the main goals of our mocks is to aid in the full-shape Ly α analysis planned by the Dark Energy Spectroscopic Instrument (DESI) team. We provide optical depth skewers for six of the fiducial cosmology base-resolution simulations ($L_{\rm box} = 2\, h^{-1}\, {\rm Gpc}$, N = 69123) at z = 2.5. We adopt a simple recipe based on the Fluctuating Gunn–Peterson Approximation (FGPA) for constructing these skewers from the matter density in an N-body simulation and calibrate it against the 1D and 3D Ly α power spectra extracted from the hydrodynamical simulation IllustrisTNG (TNG; $L_{\rm box} = 205\, h^{-1}\, {\rm Mpc}$, N = 25003). As an important application, we study the non-linear broadening of the baryon acoustic oscillation (BAO) peak and show the cross-correlation between DESI-like QSOs and our Ly α forest skewers. We find differences on small scales between the Kaiser approximation prediction and our mock measurements of the Ly α × QSO cross-correlation, which would be important to account for in upcoming analyses. The AbacusSummit Ly α forest mocks open up the possibility for improved modelling of cross-correlations between Ly α and cosmic microwave background (CMB) lensing and Ly α and QSOs, and for forecasts of the 3-point Ly α correlation function. Our catalogues and skewers are publicly available on Globus via the National Energy Research Scientific Computing Center (NERSC) (full link under the section ‘Data Availability’).

We measure the tidal alignment of the major axes of luminous red galaxies (LRGs) from the Legacy Imaging Survey and use it to infer the artificial redshift-space distortion signature that will arise from an orientation-dependent, surface-brightness selection in the Dark Energy Spectroscopic Instrument (DESI) survey. Using photometric redshifts to downweight the shape–density correlations due to weak lensing, we measure the intrinsic tidal alignment of LRGs. Separately, we estimate the net polarization of LRG orientations from DESI’s fibre-magnitude target selection to be of order 10−2 along the line of sight. Using these measurements and a linear tidal model, we forecast a 0.5 per cent fractional decrease on the quadrupole of the two-point correlation function for projected separations of 40–80 h−1 Mpc. We also use a halo catalogue from the Abacussummit cosmological simulation suite to reproduce this false quadrupole.

The 1D power spectrum P1D of the Ly α forest provides important information about cosmological and astrophysical parameters, including constraints on warm dark matter models, the sum of the masses of the three neutrino species, and the thermal state of the intergalactic medium. We present the first measurement of P1D with the quadratic maximum likelihood estimator (QMLE) from the Dark Energy Spectroscopic Instrument (DESI) survey early data sample. This early sample of 54 600 quasars is already comparable in size to the largest previous studies, and we conduct a thorough investigation of numerous instrumental and analysis systematic errors to evaluate their impact on DESI data with QMLE. We demonstrate the excellent performance of the spectroscopic pipeline noise estimation and the impressive accuracy of the spectrograph resolution matrix with 2D image simulations of raw DESI images that we processed with the DESI spectroscopic pipeline. We also study metal line contamination and noise calibration systematics with quasar spectra on the red side of the Ly α emission line. In a companion paper, we present a similar analysis based on the Fast Fourier Transform estimate of the power spectrum. We conclude with a comparison of these two approaches and discuss the key sources of systematic error that we need to address with the upcoming DESI Year 1 analysis.

Combining different observational probes, such as galaxy clustering and weak lensing, is a promising technique for unveiling the physics of the Universe with upcoming dark energy experiments. The galaxy redshift sample from the Dark Energy Spectroscopic Instrument (DESI) will have a significant overlap with major ongoing imaging surveys specifically designed for weak lensing measurements: the Kilo-Degree Survey (KiDS), the Dark Energy Survey (DES), and the Hyper Suprime-Cam (HSC) survey. In this work, we analyse simulated redshift and lensing catalogues to establish a new strategy for combining high-quality cosmological imaging and spectroscopic data, in view of the first-year data assembly analysis of DESI. In a test case fitting for a reduced parameter set, we employ an optimal data compression scheme able to identify those aspects of the data that are most sensitive to cosmological information and amplify them with respect to other aspects of the data. We find this optimal compression approach is able to preserve all the information related to the growth of structures.

We present the first eight months of data from our secondary target programme within the ongoing Dark Energy Spectroscopic Instrument (DESI) survey. Our programme uses a mid-infrared and optical colour selection to preferentially target dust-reddened quasi-stellar objects (QSOs) that would have otherwise been missed by the nominal DESI QSO selection. So far, we have obtained optical spectra for 3038 candidates, of which ∼70 per cent of the high-quality objects (those with robust redshifts) are visually confirmed to be Type 1 QSOs, consistent with the expected fraction from the main DESI QSO survey. By fitting a dust-reddened blue QSO composite to the QSO spectra, we find they are well-fitted by a normal QSO with up to AV ∼ 4 mag of line-of-sight dust extinction. Utilizing radio data from the LOFAR Two-metre Sky Survey (LoTSS) DR2, we identify a striking positive relationship between the amount of line-of-sight dust extinction towards a QSO and the radio detection fraction, that is not driven by radio-loud systems, redshift and/or luminosity effects. This demonstrates an intrinsic connection between dust reddening and the production of radio emission in QSOs, whereby the radio emission is most likely due to low-powered jets or winds/outflows causing shocks in a dusty environment. On the basis of this evidence, we suggest that red QSOs may represent a transitional ‘blow-out’ phase in the evolution of QSOs, where winds and outflows evacuate the dust and gas to reveal an unobscured blue QSO.

We describe the target selection and characteristics of the DESI Peculiar Velocity Survey, the largest survey of peculiar velocities (PVs) using both the fundamental plane (FP) and the Tully–Fisher (TF) relationship planned to date. We detail how we identify suitable early-type galaxies (ETGs) for the FP and suitable late-type galaxies (LTGs) for the TF relation using the photometric data provided by the DESI Legacy Imaging Survey DR9. Subsequently, we provide targets for 373 533 ETGs and 118 637 LTGs within the Dark Energy Spectroscopic Instrument (DESI) 5-yr footprint. We validate these photometric selections using existing morphological classifications. Furthermore, we demonstrate using survey validation data that DESI is able to measure the spectroscopic properties to sufficient precision to obtain PVs for our targets. Based on realistic DESI fibre assignment simulations and spectroscopic success rates, we predict the final DESI PV Survey will obtain ∼133 000 FP-based and ∼53 000 TF-based PV measurements over an area of 14 000 deg2. We forecast the ability of using these data to measure the clustering of galaxy positions and PVs from the combined DESI PV and Bright Galaxy Surveys (BGS), which allows for cancellation of cosmic variance at low redshifts. With these forecasts, we anticipate a 4 per cent statistical measurement on the growth rate of structure at z < 0.15. This is over two times better than achievable with redshifts from the BGS alone. The combined DESI PV and BGS will enable the most precise tests to date of the time and scale dependence of large-scale structure growth at z < 0.15.

We investigate using three-point statistics in constraining the galaxy–halo connection. We show that for some galaxy samples, the constraints on the halo occupation distribution parameters are dominated by the three-point function signal (over its two-point counterpart). We demonstrate this on mock catalogues corresponding to the Luminous red galaxies (LRGs), Emission-line galaxies (ELGs), and quasars (QSOs) targeted by the Dark Energy Spectroscopic Instrument (DESI) Survey. The projected three-point function for triangle sides less up to 20 h−1 Mpc measured from a cubic Gpc of data can constrain the characteristic minimum mass of the LRGs with a preci sion of 0.46 per cent. For comparison, similar constraints from the projected two-point function are 1.55 per cent. The improvements for the ELGs and QSOs targets are more modest. In the case of the QSOs, it is caused by the high shot-noise of the sample, and in the case of the ELGs, it is caused by the range of halo masses of the host haloes. The most time-consuming part of our pipeline is the measurement of the three-point functions. We adopt a tabulation method, proposed in earlier works for the two-point function, to significantly reduce the required compute time for the three-point analysis.

The Dark Energy Spectroscopic Instrument, consisting of 5020 robotic fiber positioners and associated systems on the Mayall telescope at Kitt Peak, Arizona, is carrying out a survey to measure the spectra of 40 million galaxies and quasars and produce the largest 3D map of the universe to date. The primary science goal is to use baryon acoustic oscillations to measure the expansion history of the universe and the time evolution of dark energy. A key function of the online control system is to position each fiber on a particular target in the focal plane with an accuracy of 11μm rms 2D. This paper describes the set of software programs used to perform this function along with the methods used to validate their performance.