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We present the first comprehensive halo occupation distribution (HOD) analysis of the Dark Energy Spectroscopic Instrument (DESI) One-Percent Survey luminous red galaxy (LRG) and Quasi Stellar Object (QSO) samples. We constrain the HOD of each sample and test possible HOD extensions by fitting the redshift-space galaxy 2-point correlation functions in 0.15 < r < 32 h−1 Mpc in a set of fiducial redshift bins. We use AbacusSummit cubic boxes at Planck 2018 cosmology as model templates and forward model galaxy clustering with the AbacusHOD package. We achieve good fits with a standard HOD model with velocity bias, and we find no evidence for galaxy assembly bias or satellite profile modulation at the current level of statistical uncertainty. For LRGs in 0.4 < z < 0.6, we infer a satellite fraction of $f_\mathrm{sat} = 11\pm 1~{y{\ \mathrm{per\,cent}}}$, a mean halo mass of $\log _{10}\overline{M}_h/M_\odot =13.40^{+0.02}_{-0.02}$, and a linear bias of $b_\mathrm{lin} = 1.93_{-0.04}^{+0.06}$. For LRGs in 0.6 < z < 0.8, we find $f_\mathrm{sat}=14\pm 1~{{\ \mathrm{per\,cent}}}$, $\log _{10}\overline{M}_h/M_\odot =13.24^{+0.02}_{-0.02}$, and $b_\mathrm{lin}=2.08_{-0.03}^{+0.03}$. For QSOs, we infer $f_\mathrm{sat}=3^{+8}_{-2}\mathrm{per\,cent}$, $\log _{10}\overline{M}_h/M_\odot = 12.65^{+0.09}_{-0.04}$, and $b_\mathrm{lin} = 2.63_{-0.26}^{+0.37}$ in redshift range 0.8 < z < 2.1. Using these fits, we generate a large suite of high fidelity galaxy mocks, forming the basis of systematic tests for DESI Y1 cosmological analyses. We also study the redshift-evolution of the DESI LRG sample from z = 0.4 up to z = 1.1, revealling significant and interesting trends in mean halo mass, linear bias, and satellite fraction.

Accurate quasar classifications and redshift measurements are increasingly important to precision cosmology experiments. Broad absorption line (BAL) features are present in 15–20 per cent of all quasars, and these features can introduce systematic redshift errors, and in extreme cases produce misclassifications. We quantitatively investigate the impact of BAL features on quasar classifications and redshift measurements with synthetic spectra that were designed to match observations by the Dark Energy Spectroscopic Instrument (DESI) survey. Over the course of 5 yr, DESI aims to measure spectra for 40 million galaxies and quasars, including nearly three million quasars. Our synthetic quasar spectra match the signal-to-noise ratio and redshift distributions of the first year of DESI observations, and include the same synthetic quasar spectra both with and without BAL features. We demonstrate that masking the locations of the BAL features decreases the redshift errors by about 1 per cent and reduces the number of catastrophic redshift errors by about 80 per cent. We conclude that identifying and masking BAL troughs should be a standard part of the redshift determination step for DESI and other large-scale spectroscopic surveys of quasars.

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.

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.

Correlations in and with the flux transmission of the Lyman α (Ly α) forest in the spectra of high-redshift quasars are powerful cosmological tools, yet these measurements can be compromised if the intrinsic quasar continuum is significantly uncertain. One particularly problematic case is broad-absorption-line (BAL) quasars, which exhibit blueshifted absorption associated with many spectral features that are consistent with outflows of up to ∼0.1c. As these absorption features can both fall in the forest region and be difficult to distinguish from Ly α absorption, cosmological analyses eliminate the ∼12–16 per cent of quasars that exhibit BALs. In this paper, we explore an alternate approach that includes BALs in the Ly α autocorrelation function, with the exception of the expected locations of the BAL absorption troughs. This procedure returns over 95 per cent of the path-length that is lost by the exclusion of BALs, as well as increasing the density of sightlines. We show that including BAL quasars reduces the fractional uncertainty in the covariance matrix and correlation function by 12 per cent and does not significantly change the shape of the correlation function relative to analyses that exclude BAL quasars. We also evaluate different definitions of BALs, masking strategies, and potential differences in the quasar continuum in the forest region for BALs with different amounts of absorption.

Contemporary reverberation mapping campaigns are employing wide-area photometric data and high-multiplex spectroscopy to efficiently monitor hundreds of active galactic nuclei (AGNs). However, the interaction of the window function(s) imposed by the observation cadence with the reverberation lag and AGN variability time-scales (intrinsic to each source over a range of luminosities) impact our ability to recover these fundamental physical properties. Time dilation effects due to the sample source redshift distribution introduce added complexity. We present comprehensive analysis of the implications of observational cadence, seasonal gaps, and campaign baseline duration (i.e. the survey window function) for reverberation lag recovery. We find that the presence of a significant seasonal gap dominates the efficacy of any given campaign strategy for lag recovery across the parameter space, particularly for those sources with observed-frame lags above 100 d. Using the Australian Dark Energy Survey as a baseline, we consider the implications of this analysis for the 4MOST/Time-Domain Extragalactic Survey campaign providing concurrent follow-up of the Legacy Survey of Space and Time deep-drilling fields, as well as upcoming programmes. We conclude that the success of such surveys will be critically limited by the seasonal visibility of some potential field choices, but show significant improvement from extending the baseline. Optimizing the sample selection to fit the window function will improve survey efficacy.

We report the first results of a high-redshift (z≳ 5) quasar survey using the Dark Energy Spectroscopic Instrument (DESI). As a DESI secondary target program, this survey is designed to carry out a systematic search and investigation of quasars at 4.8 <z< 6.8. The target selection is based on the DESI Legacy Imaging Surveys (the Legacy Surveys) DR9 photometry, combined with the Pan-STARRS1 data andJ-band photometry from public surveys. A first quasar sample has been constructed from the DESI Survey Validation 3 (SV3) and first-year observations until 2022 May. This sample includes more than 400 new quasars at redshift 4.7 ≤z< 6.6, down to 21.5 magnitude (AB) in thezband, discovered from 35% of the entire target sample. Remarkably, there are 220 new quasars identified atz≥ 5, more than one-third of existing quasars previously published at this redshift. The observations so far result in an average success rate of 23% atz> 4.7. The current spectral data set has already allowed analysis of interesting individual objects (e.g., quasars with damped Lyαabsorbers and broad absorption line features), and statistical analysis will follow the survey’s completion. A set of science projects will be carried out leveraging this program, including quasar luminosity function, quasar clustering, intergalactic medium, quasar spectral properties, intervening absorbers, and properties of early supermassive black holes. Additionally, a sample of 38 new quasars atz∼ 3.8–5.7 discovered from a pilot survey in the DESI SV1 is also published in this paper.

We present the one-dimensional Ly α forest power spectrum measurement using the first data provided by the Dark Energy Spectroscopic Instrument (DESI). The data sample comprises 26 330 quasar spectra, at redshift z > 2.1, contained in the DESI Early Data Release and the first 2 months of the main survey. We employ a Fast Fourier Transform (FFT) estimator and compare the resulting power spectrum to an alternative likelihood-based method in a companion paper. We investigate methodological and instrumental contaminants associated with the new DESI instrument, applying techniques similar to previous Sloan Digital Sky Survey (SDSS) measurements. We use synthetic data based on lognormal approximation to validate and correct our measurement. We compare our resulting power spectrum with previous SDSS and high-resolution measurements. With relatively small number statistics, we successfully perform the FFT measurement, which is already competitive in terms of the scale range. At the end of the DESI survey, we expect a five times larger Ly α forest sample than SDSS, providing an unprecedented precise one-dimensional power spectrum measurement.

Using synthetic Lyman-α forests from the Dark Energy Spectroscopic Instrument (DESI) survey, we present a study of the impact of errors in the estimation of quasar redshift on the Lyman-α correlation functions. Estimates of quasar redshift have large uncertainties of a few hundred km s−1 due to the broadness of the emission lines and the intrinsic shifts from other emission lines. We inject Gaussian random redshift errors into the mock quasar catalogues, and measure the auto-correlation and the Lyman-α-quasar cross-correlation functions. We find a smearing of the BAO feature in the radial direction, but changes in the peak position are negligible. However, we see a significant unphysical correlation for small separations transverse to the line of sight which increases with the amplitude of the redshift errors. We interpret this contamination as a result of the broadening of emission lines in the measured mean continuum, caused by quasar redshift errors, combined with the unrealistically strong clustering of the simulated quasars on small scales.

The correlation between the broad line region radius and continuum luminosity (R–L relation) of active galactic nuclei (AGNs) is critical for single-epoch mass estimates of supermassive black holes (SMBHs). At z ∼ 1–2, where AGN activity peaks, the R–L relation is constrained by the reverberation mapping (RM) lags of the Mg ii line. We present 25 Mg ii lags from the Australian Dark Energy Survey RM project based on 6 yr of monitoring. We define quantitative criteria to select good lag measurements and verify their reliability with simulations based on both the damped random walk stochastic model and the rescaled, resampled versions of the observed light curves of local, well-measured AGN. Our sample significantly increases the number of Mg ii lags and extends the R–L relation to higher redshifts and luminosities. The relative iron line strength $\mathcal {R}_{\rm Fe}$ has little impact on the R–L relation. The best-fitting Mg iiR–L relation has a slope α = 0.39 ± 0.08 with an intrinsic scatter $\sigma _{\rm rl} = 0.15^{+0.03}_{-0.02}$ . The slope is consistent with previous measurements and shallower than the H β R–L relation. The intrinsic scatter of the new R–L relation is substantially smaller than previous studies and comparable to the intrinsic scatter of the H β R–L relation. Our new R–L relation will enable more precise single-epoch mass estimates and SMBH demographic studies at cosmic noon.