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Abstract Recent discoveries of transiting giant exoplanets around M-dwarf stars (GEMS), aided by the all-sky coverage of TESS, are starting to stretch theories of planet formation through the core-accretion scenario. Recent upper limits on their occurrence suggest that they decrease with lower stellar masses, with fewer GEMS around lower-mass stars compared to solar-type. In this paper, we discuss existing GEMS both through confirmed planets, as well as protoplanetary disk observations, and a combination of tests to reconcile these with theoretical predictions. We then introduce the Searching for GEMS survey, where we utilize multidimensional nonparameteric statistics to simulate hypothetical survey scenarios to predict the required sample size of transiting GEMS with mass measurements to robustly compare their bulk-density with canonical hot Jupiters orbiting FGK stars. Our Monte Carlo simulations predict that a robust comparison requires about 40 transiting GEMS (compared to the existing sample of ∼15) with 5σmass measurements. Furthermore, we discuss the limitations of existing occurrence estimates for GEMS and provide a brief description of our planned systematic search to improve the occurrence rate estimates for GEMS. 

Abstract The physical properties of transiting exoplanets are connected with the physical properties of their host stars. We present a homogeneous spectroscopic analysis based on the spectra of FGK-type stars observed with the Hydra spectrograph on the WIYN telescope. We derived the effective temperatures, surface gravities, and metallicities, for 81 stars observed by K2 and 33 by Kepler 1. We constructed an Fe i and ii line list that is adequate for the analysis of R ∼ 18,000 spectra covering 6050–6350 Å and adopted the spectroscopic technique based on equivalent-width measurements. The calculations were done in LTE using Kurucz model atmospheres and the qoyllur-quipu ( q 2 ) package. We validated our methodology via an analysis of a benchmark solar twin and solar proxies, which are used as a solar reference. We estimated the effects that including Zeeman-sensitive Fe i lines have on the derived stellar parameters for young and possibly active stars in our sample and found them not to be significant. Stellar masses and radii were derived by combining the stellar parameters with Gaia EDR3 and V magnitudes and isochrones. The measured stellar radii have a 4.2% median internal precision, leading to a median internal uncertainty of 4.4% in the derived planetary radii. With our sample of 83 confirmed planets orbiting K2 host stars, the radius gap near R planet ∼ 1.9 R ⊕ is detected, in agreement with previous findings. Relations between the planetary radius, orbital period, and metallicity are explored and these also confirm previous findings for Kepler 1 systems. 

Abstract We confirm TOI-4201 b as a transiting Jovian-mass planet orbiting an early M dwarf discovered by the Transiting Exoplanet Survey Satellite. Using ground-based photometry and precise radial velocities from NEID and the Planet Finder Spectrograph, we measure a planet mass of ${2.59}_{-0.06}^{+0.07}$M_J, making this one of the most massive planets transiting an M dwarf. The planet is ∼0.4% of the mass of its 0.63M_⊙host and may have a heavy-element mass comparable to the total dust mass contained in a typical class II disk. TOI-4201 b stretches our understanding of core accretion during the protoplanetary phase and the disk mass budget, necessitating giant planet formation to take place either much earlier in the disk lifetime or perhaps through alternative mechanisms like gravitational instability. 

Abstract The Sloan Digital Sky Survey (SDSS) has recently initiated its fifth survey generation (SDSS-V), with a central focus on stellar spectroscopy. In particular, SDSS-V's Milky Way Mapper program will deliver multiepoch optical and near-infrared spectra for more than 5 × 10 6 stars across the entire sky, covering a large range in stellar mass, surface temperature, evolutionary stage, and age. About 10% of those spectra will be of hot stars of OBAF spectral types, for whose analysis no established survey pipelines exist. Here we present the spectral analysis algorithm, ZETA-PAYNE, developed specifically to obtain stellar labels from SDSS-V spectra of stars with these spectral types and drawing on machine-learning tools. We provide details of the algorithm training, its test on artificial spectra, and its validation on two control samples of real stars. Analysis with ZETA-PAYNE leads to only modest internal uncertainties in the near-IR with APOGEE (optical with BOSS): 3%–10% (1%–2%) for T eff , 5%–30% (5%–25%) for v sin i , 1.7–6.3 km s −1 (0.7–2.2 km s −1 ) for radial velocity, <0.1 dex (<0.05 dex) for log g , and 0.4–0.5 dex (0.1 dex) for [M/H] of the star, respectively. We find a good agreement between atmospheric parameters of OBAF-type stars when inferred from their high- and low-resolution optical spectra. For most stellar labels, the APOGEE spectra are (far) less informative than the BOSS spectra of these stars, while log g , v sin i , and [M/H] are in most cases too uncertain for meaningful astrophysical interpretation. This makes BOSS low-resolution optical spectra better for stellar labels of OBAF-type stars, unless the latter are subject to high levels of extinction. 

Abstract Stellar radial-velocity (RV) jitter due to surface activity may bias the RV semiamplitude and mass of rocky planets. The amplitude of the jitter may be estimated from the uncertainty in the rotation period, allowing the mass to be more accurately obtained. We find candidate rotation periods for 17 out of 35 TESS Objects of Interest (TOI) hosting <3R_⊕planets as part of the Magellan-TESS survey, which is the first-ever statistically robust study of exoplanet masses and radii across the photoevaporation gap. Seven periods are ≥3σdetections, two are ≥1.5σ, and eight show plausible variability, but the periods remain unconfirmed. The other 18 TOIs are nondetections. Candidate rotators include the host stars of the confirmed planets L 168-9 b, the HD 21749 system, LTT 1445 A b, TOI 1062 b, and the L 98-59 system. Thirteen candidates have no counterpart in the 1000 TOI rotation catalog of Canto Martins et al. We find periods for G3–M3 dwarfs using combined light curves from TESS and the Evryscope all-sky array of small telescopes, sometimes with longer periods than would be possible with TESS alone. Secure periods range from 1.4 to 26 days with Evryscope-measured photometric amplitudes as small as 2.1 mmag in $g\prime$. We also apply Monte Carlo sampling and a Gaussian process stellar activity model fromexoplanetto the TESS light curves of six TOIs to confirm the Evryscope periods. 

Abstract We present the discovery of TOI-5205b, a transiting Jovian planet orbiting a solar metallicity M4V star, which was discovered using Transiting Exoplanet Survey Satellite photometry and then confirmed using a combination of precise radial velocities, ground-based photometry, spectra, and speckle imaging. TOI-5205b has one of the highest mass ratios for M-dwarf planets, with a mass ratio of almost 0.3%, as it orbits a host star that is just 0.392 ± 0.015M_⊙. Its planetary radius is 1.03 ± 0.03R_J, while the mass is 1.08 ± 0.06M_J. Additionally, the large size of the planet orbiting a small star results in a transit depth of ∼7%, making it one of the deepest transits of a confirmed exoplanet orbiting a main-sequence star. The large transit depth makes TOI-5205b a compelling target to probe its atmospheric properties, as a means of tracing the potential formation pathways. While there have been radial-velocity-only discoveries of giant planets around mid-M dwarfs, this is the first transiting Jupiter with a mass measurement discovered around such a low-mass host star. The high mass of TOI-5205b stretches conventional theories of planet formation and disk scaling relations that cannot easily recreate the conditions required to form such planets. 

Abstract APOGEE is a high-resolution ( R ∼ 22,000), near-infrared, multi-epoch, spectroscopic survey of the Milky Way. The second generation of the APOGEE project, APOGEE-2, includes an expansion of the survey to the Southern Hemisphere called APOGEE-2S. This expansion enabled APOGEE to perform a fully panoramic mapping of all of the main regions of the Milky Way; in particular, by operating in the H band, APOGEE is uniquely able to probe the dust-hidden inner regions of the Milky Way that are best accessed from the Southern Hemisphere. In this paper we present the targeting strategy of APOGEE-2S, with special attention to documenting modifications to the original, previously published plan. The motivation for these changes is explained as well as an assessment of their effectiveness in achieving their intended scientific objective. In anticipation of this being the last paper detailing APOGEE targeting, we present an accounting of all such information complete through the end of the APOGEE-2S project; this includes several main survey programs dedicated to exploration of major stellar populations and regions of the Milky Way, as well as a full list of programs contributing to the APOGEE database through allocations of observing time by the Chilean National Time Allocation Committee and the Carnegie Institution for Science. This work was presented along with a companion article, Beaton et al. (2021), presenting the final target selection strategy adopted for APOGEE-2 in the Northern Hemisphere. 

Abstract The Saturn-mass exoplanet WASP-39b has been the subject of extensive efforts to determine its atmospheric properties using transmission spectroscopy^1–4. However, these efforts have been hampered by modelling degeneracies between composition and cloud properties that are caused by limited data quality^5–9. Here we present the transmission spectrum of WASP-39b obtained using the Single-Object Slitless Spectroscopy (SOSS) mode of the Near Infrared Imager and Slitless Spectrograph (NIRISS) instrument on the JWST. This spectrum spans 0.6–2.8 μm in wavelength and shows several water-absorption bands, the potassium resonance doublet and signatures of clouds. The precision and broad wavelength coverage of NIRISS/SOSS allows us to break model degeneracies between cloud properties and the atmospheric composition of WASP-39b, favouring a heavy-element enhancement (‘metallicity’) of about 10–30 times the solar value, a sub-solar carbon-to-oxygen (C/O) ratio and a solar-to-super-solar potassium-to-oxygen (K/O) ratio. The observations are also best explained by wavelength-dependent, non-grey clouds with inhomogeneous coverageof the planet’s terminator. 

Abstract 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.