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NASA Project Management Challenge
 09-10 February 2010, Galveston, Texas, USA




        The Quest for an
OCO (Orbiting Carbon Observatory)
            Re-flight

                      Presented by
               Ralph R. Basilio
          Jet Propulsion Laboratory
      California Institute of Technology


       © 2009 California Institute of Technology. Government sponsorship acknowledged.
                                                                        Used with permission
Agenda




• The OCO mission
• That fateful day
• From shock to resolve
• Measurement imperatives
• Initial options examined
    • Service platforms
    • Access to space
• Options examined in detail
• While we await authorization
• Summary/conclusions




                                 2
OCO Mission


To make the first space-based measurements of
CO2 with the accuracy needed to quantify sources
and sinks of this important greenhouse gas




           Accurate predictions of climate change require an
           improved understanding of the global carbon
           cycle and its interaction with the Earth System
                                                               3
Final Taurus XL Processing at VAFB




                                     4
24 February 2009: A Beautiful Launch




                                       5
Then…


• The launch vehicle payload fairing was scheduled to separate
  approximately 3 minutes after launch, but telemetered data never
  provided positive indication

• The launch vehicle failed to reach orbital velocity providing
  corroborating evidence of excess mass being carried into space

• A contingency was declared less than 16 minutes after launch

• A somber moment: The OCO mission manager stating that the
  space and ground network station failed to acquire a signal from
  the observatory

• Another somber moment: Telemetered data provided positive
  indication that the observatory had separated from the launch
  vehicle, albeit, still inside the fairing

                                                                     6
The Investigation


• NASA HQ commissioned an MIB (Mishap Investigation Board) in
  an attempt to determine the root cause of the anomaly and
  recommend corrective actions

• Although a direct cause was not identified, a number of hardware
  components whose failure modes may have caused the anomaly
  were

   •   Incomplete fracture of the frangible joint
   •   Electrical subsystem failed to deliver initiating signals
   •   Pneumatic system failed to provide sufficient pressure
   •   Flexible Confined Detonating Cord snagged

• NASA LSP (Launch Services Program) is working to improve the
  reliability of the Glory launch aboard a Taurus XL


                                                                     7
No Time to Grieve

• OCO Project personnel met with JPL senior management the day
  after the loss to initiate re-flight planning
• An unsolicited proposal (for the direct rebuild option) was
  prepared and delivered to NASA HQ just two days later




• Key note: Little to no flight spare hardware available
                                                                 8
Commissioning of a Science White Paper


• NASA HQ requested the OCO Science Team to prepare a white
  paper discussing:

   • The current state of carbon cycle science
   • The advances made in carbon cycle science since the
     selection of the OCO mission in 2002
   • Key issues

       • The Decadel Survey made it’s recommendations
       • GOSAT (Greenhouse gases Observing SATellite) was
         launched
       • OCO was lost

   • Minimum science requirements for the next carbon mission



                                                                9
Justification for an OCO Re-flight

• Accurate and precise measurements
  of carbon dioxide sources and sinks
  is of paramount importance

• Despite progress, our knowledge is
  limited by the lack of high precision
  global measurements of atmospheric
  carbon dioxide

• While there have been advances in
  space-based measurements there is
  no existing or confirmed sensor
  capable of quantifying carbon dioxide
  sources and sinks

    An OCO re-flight meets science
       and policy imperatives

                                                    10
Charter


• Beginning in Early March 2009, JPL was directed to
    • “…conduct studies to assess the options for the re-flight of the
      OCO instrument and recovery of the OCO carbon-related
      measurement, and to understand and quantitatively assess
      the cost, schedule, and technical and programmatic risks of
      the identified options.”
    • Consider multiple options initially, “…eventually
      concentrating on the most profitable and viable option later
      in the latter portion of the study.”
• Assessment report delivery/submittal schedule
    • 20 March 2009, Initial
    • 24 April 2009
    • 29 May 2009
    • 26 June 2009
    • 30 July 2009, Final


                                                                         11
Service Platform Requirements

                                                                            Increases for Shared Platform (OCO
                Original         Likely Increases for Dedicated
 Parameter                                                                 Does Its Own Pointing via TBD pointing
                 OCO               Spacecraft (not LeoStar II)
                                                                                       mechanism)*

                               10% to 20% to replicate structure of
   Mass          134 kg                                                        10% to 20% + 10 to 30 kg increase
                               OCO spacecraft used by instrument
                                10% to 30% for converter boxes to            10% to 30% + 10W to 20W for pointing
   Power         ~105 W
                                   replicate LeoStar interfaces                          mechanism
                                                 Returning full 8 footprints would take ~2 Mbs
 Data Rate       ~1 Mbs
                                         5% to 10% risk if packets need to be redefined for new system
 Interfaces                                              See next page
    FOV         1o x 0.1o                            With near 2π steradian keep out zone
  Pointing
                                                 Nadir, glint, target, solar, lunar
  Modes
  Pointing
                                                  200 arcseconds knowledge
 Knowledge
                             Science questions best served in a slow repeat cycle, high inclination, 10 am to 2 pm
                1:30 pm      equator crossing, sun-synchronous orbit (slow repeat cycle = better geographic
    Orbit
                sun sync     sampling, high inclination = global coverage, near-noon = high SNR, sun-synchronous
                             = simpler inversion of sources and sinks)

* Mass and power pointing mechanism very uncertain. Polarization issues will make this much more
  complicated than traditional systems.

                                                                                                                     12
Pre-Screened Service Platform Options

• Programs too far in the development life cycle to accommodate
  the addition of an OCO instrument (i.e., in Phase D or equivalent)
   – NASA (National Aeronautics and Space Administration)
      ▪ Glory - Launch is currently scheduled for NET 01 Oct 2009
      ▪ Aquarius/SAC-D
         - The observatory includes a full-complement of
           instruments
         - Launch is currently scheduled for NET 22 May 2010
      ▪ NPP [NPOESS (National Polar-orbiting Operational
        Environmental Satellite System) Preparatory Project]
         - The observatory includes a full-complement of
           instruments
         - Launch is currently scheduled for June 2010
• An airborne option for the OCO instrument was investigated, but
  appears to provide only limited science benefit [e.g., better
  understanding of the BRDF (Bi-Directional Reflectance
  Distribution Function)]. No further work warranted.

                                                                       13
Other Service Platforms Screened Later


• Dedicated and shared service platforms that did not meet
  technical requirements or the capabilities unknown
   – Thales Alenia Space PROTEUS
   – Thales Alenia Space Globalstar-2
   – STP (Space Test Program) SIV (Standard Interface Vehicle)
     “Heavy” version
   – Iridium-2
   – General Dynamics Spectrum Astro Space Systems
   – USAF ORS (Operationally Responsive Space)
   – GCOM-W1 (Global Change Observation Mission, Water No.1)
   – GCOM-C1 (Global Change Observation Mission, Carbon No.1)
   – IceSat-2
   – International Space Station



                                                                 14
Other Service Platforms Considered

• Dedicated and shared service platforms that did not meet technical
  requirements or the capabilities unknown
   – Thales Alenia Space PROTEUS
   – Thales Alenia Space Globalstar-2
   – STP (Space Test Program) SIV (Standard Interface Vehicle) “Heavy”
     version
   – Iridium-2
   – General Dynamics Spectrum Astro Space Systems
   – USAF ORS (Operationally Responsive Space)
   – GCOM-W1 (Global Change Observation Mission, Water No.1)
   – GCOM-C1 (Global Change Observation Mission, Carbon No.1)
   – IceSat-2
   – International Space Station

• The two most likely solutions
   – Shared platform with the TIRS (Thermal Infrared Sensor) instrument
   – OSC (Orbital Sciences Corporation) LeoStar-2 [The Baseline]


                                                                          15
OCO and TIRS Instruments on a Shared Bus

• JPL, along with GSFC and USGS, participated in a NASA ESD-lead joint
  OCO-TIRS (Thermal Infrared Sensor) mission study that was documented
  in a report issued on 19 June 2009

• Two options were examined

  – Option 1: OCO and TIRS instruments on a shared, nadir-pointed
    platform
     ▪ Co-registration of TIRS-LDCM/OLI (Operational Land Imager) data
       drives cost
     ▪ Scenario requires OCO pointing and polarization mechanisms
  – Option 2: OCO and TIRS instruments on a time-shared platform
     ▪ Scenario is incompatible with stringent TIRS thermal stability
       requirements

– However, a third option was examined: Dual-manifest launch with OCO
  and TIRS on separate platforms
     ▪ An initial assessment identified a fairing envelope violation


                                                                         16
OCO Instrument on a Dedicated Platform


• Build a “Carbon Copy” of OCO (instrument and spacecraft bus) to
  the extent possible

• This lowest risk approach leverages the original OCO design,
  management approach, key personnel, and processes to the
  maximum degree to provide the shortest path to launch

• Minimize change!!

  – JPL successfully delivered OCO and met all the cost and
    schedule commitments outlined in the revised plan presented
    at the 05 April 2007 NASA SMD (Science Mission Directorate)
    DPMC (Directorate Program Management Council)

  – Carbon Copy is based on the OCO implementation approach
    and is, to the extent possible, a recurring implementation task

                                                                      17
Primary Access to Space Considerations

• Assumptions bearing upon the choice of launch vehicle
  (minimum requirements)
   – Injection orbit: altitude and inclination
      ▪ Equatorial altitude: 550 km (was 640 km for OCO
        mission)
      ▪ Orbit Inclination: 80 deg (was 97.95 deg for OCO
        mission)
   – Observatory mass to injection orbit: 447 kg
   – Observatory launch configuration dimensions
      ▪ Length: 246 cm
      ▪ Diameter: 140 cm
   – Observatory contamination control requirements: GN2
     instrument purge
   – Injection orbit errors:
      ▪ ∆SMA ≤ 30 km, 3σ
      ▪ ∆Inc ≤ 0.15, 3σ

                                                           18
Access to Space Options


• OSC
   – Pegasus Air-Launched Vehicle: Does not meet mass
     requirements
   – Taurus II: New, not yet certified
• Space X Falcon 9: New and launches from VAFB are uncertain
• ULA (United Launch Alliance): All cost-prohibitive
   – Delta II
   – Delta IV
   – Atlas V
• A number of shared rides were also examined, but none ‘fit the
  bill’

• The two most likely solutions
   – OSC Minotaur IV
   – OSC Taurus XL [The Baseline]

                                                                   19
Minotaur IV Launch Vehicle

• Must be provided by USAF through either
   – The DoD SERB (Space Experiments Review Board)
     process (e.g., NASA SMAP mission), or
   – As a direct procurement through the USAF Space
     Development & Test Wing (e.g., NASA LADEE mission)
• NASA KSC LSP assessed use of Minotaur IV/V for NASA
  Class C:
   – Mission risk is appropriately mitigated after one
     successful flight of a vehicle in this family and USAF
     post flight data review
   – First Minotaur IV flight scheduled for late 2009
• Use must comply with U.S. Commercial Space
  Transportation Act
                                                              Minotaur IV
• A 27-month procurement cycle from ATP to ILC (Initial       Rocket System
  Launch Capability) appears feasible                         on test stand
• Must verify loads (i.e., lateral) compatibility

                                                                              20
Taurus XL Launch Vehicle



•   The Taurus XL is the existing baseline

•   A 28-month life cycle from RFP to ATP to ILC
    can be supported

•   May incur risks associated with infrequent
    launches

     – 4.5 years between ROCSAT-2 and OCO
     – 1-2 years between OCO and Glory
     – 1-3 years between Glory and OCO Re-flight




                                                   21
While We Await Authorization to Start

• NASA has provided funding to the OCO Project to
   – Procure some instrument and spacecraft bus EEE parts
     mitigate parts obsolescence issues, etc…
   – Assess and evaluate required changes (e.g., use of a substrate-
     removed HgCdTe detector for the instrument A-band channel
     and adaptation/use of a split, pulse tube cryocooler)
   – Collaborate with the GOSAT (Greenhouse gases Observing
     SATellite) team
      ▪ Assist them in producing the best possible retrieval
        estimates of atmospheric carbon dioxide concentration
        levels
      ▪ Mitigate risk by exercising OCO science data processing
        capabilities developed pre-launch with actual in-flight data

• These and other tasks serve to place the OCO Project in a more
  robust posture/position in the event a re-flight is authorized


                                                                       22
Summary/Conclusions


• No guarantees - Spaceflight is a risky business, and with
  calculated risks failures occasionally occur
• Keep the team intact – Corporate knowledge resides with people.
  Fortunately, many on the OCO Project have a sense of unfinished
  business and are committed to the re-flight efforts.
• Believe in your cause and others will believe - The OCO mission
  continues to receive endorsements, support, and encouragement
  by NASA and other agencies/entities
• Due diligence for the American taxpayer - An objective evaluation
  of re-flight options was completed
• Make it work, not make it better - Even though a direct rebuild or
  carbon copy is the leading re-flight option, the project is
  challenged by change each and every day
• Patience, and make the best of the situation – The project team is
  using the available time and resources to reduce implementation
  risk while awaiting a decision on a re-flight


                                                                       23
OCO-2 Can be a Reality




                         24

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Ralph.basilio

  • 1. NASA Project Management Challenge 09-10 February 2010, Galveston, Texas, USA The Quest for an OCO (Orbiting Carbon Observatory) Re-flight Presented by Ralph R. Basilio Jet Propulsion Laboratory California Institute of Technology © 2009 California Institute of Technology. Government sponsorship acknowledged. Used with permission
  • 2. Agenda • The OCO mission • That fateful day • From shock to resolve • Measurement imperatives • Initial options examined • Service platforms • Access to space • Options examined in detail • While we await authorization • Summary/conclusions 2
  • 3. OCO Mission To make the first space-based measurements of CO2 with the accuracy needed to quantify sources and sinks of this important greenhouse gas Accurate predictions of climate change require an improved understanding of the global carbon cycle and its interaction with the Earth System 3
  • 4. Final Taurus XL Processing at VAFB 4
  • 5. 24 February 2009: A Beautiful Launch 5
  • 6. Then… • The launch vehicle payload fairing was scheduled to separate approximately 3 minutes after launch, but telemetered data never provided positive indication • The launch vehicle failed to reach orbital velocity providing corroborating evidence of excess mass being carried into space • A contingency was declared less than 16 minutes after launch • A somber moment: The OCO mission manager stating that the space and ground network station failed to acquire a signal from the observatory • Another somber moment: Telemetered data provided positive indication that the observatory had separated from the launch vehicle, albeit, still inside the fairing 6
  • 7. The Investigation • NASA HQ commissioned an MIB (Mishap Investigation Board) in an attempt to determine the root cause of the anomaly and recommend corrective actions • Although a direct cause was not identified, a number of hardware components whose failure modes may have caused the anomaly were • Incomplete fracture of the frangible joint • Electrical subsystem failed to deliver initiating signals • Pneumatic system failed to provide sufficient pressure • Flexible Confined Detonating Cord snagged • NASA LSP (Launch Services Program) is working to improve the reliability of the Glory launch aboard a Taurus XL 7
  • 8. No Time to Grieve • OCO Project personnel met with JPL senior management the day after the loss to initiate re-flight planning • An unsolicited proposal (for the direct rebuild option) was prepared and delivered to NASA HQ just two days later • Key note: Little to no flight spare hardware available 8
  • 9. Commissioning of a Science White Paper • NASA HQ requested the OCO Science Team to prepare a white paper discussing: • The current state of carbon cycle science • The advances made in carbon cycle science since the selection of the OCO mission in 2002 • Key issues • The Decadel Survey made it’s recommendations • GOSAT (Greenhouse gases Observing SATellite) was launched • OCO was lost • Minimum science requirements for the next carbon mission 9
  • 10. Justification for an OCO Re-flight • Accurate and precise measurements of carbon dioxide sources and sinks is of paramount importance • Despite progress, our knowledge is limited by the lack of high precision global measurements of atmospheric carbon dioxide • While there have been advances in space-based measurements there is no existing or confirmed sensor capable of quantifying carbon dioxide sources and sinks An OCO re-flight meets science and policy imperatives 10
  • 11. Charter • Beginning in Early March 2009, JPL was directed to • “…conduct studies to assess the options for the re-flight of the OCO instrument and recovery of the OCO carbon-related measurement, and to understand and quantitatively assess the cost, schedule, and technical and programmatic risks of the identified options.” • Consider multiple options initially, “…eventually concentrating on the most profitable and viable option later in the latter portion of the study.” • Assessment report delivery/submittal schedule • 20 March 2009, Initial • 24 April 2009 • 29 May 2009 • 26 June 2009 • 30 July 2009, Final 11
  • 12. Service Platform Requirements Increases for Shared Platform (OCO Original Likely Increases for Dedicated Parameter Does Its Own Pointing via TBD pointing OCO Spacecraft (not LeoStar II) mechanism)* 10% to 20% to replicate structure of Mass 134 kg 10% to 20% + 10 to 30 kg increase OCO spacecraft used by instrument 10% to 30% for converter boxes to 10% to 30% + 10W to 20W for pointing Power ~105 W replicate LeoStar interfaces mechanism Returning full 8 footprints would take ~2 Mbs Data Rate ~1 Mbs 5% to 10% risk if packets need to be redefined for new system Interfaces See next page FOV 1o x 0.1o With near 2π steradian keep out zone Pointing Nadir, glint, target, solar, lunar Modes Pointing 200 arcseconds knowledge Knowledge Science questions best served in a slow repeat cycle, high inclination, 10 am to 2 pm 1:30 pm equator crossing, sun-synchronous orbit (slow repeat cycle = better geographic Orbit sun sync sampling, high inclination = global coverage, near-noon = high SNR, sun-synchronous = simpler inversion of sources and sinks) * Mass and power pointing mechanism very uncertain. Polarization issues will make this much more complicated than traditional systems. 12
  • 13. Pre-Screened Service Platform Options • Programs too far in the development life cycle to accommodate the addition of an OCO instrument (i.e., in Phase D or equivalent) – NASA (National Aeronautics and Space Administration) ▪ Glory - Launch is currently scheduled for NET 01 Oct 2009 ▪ Aquarius/SAC-D - The observatory includes a full-complement of instruments - Launch is currently scheduled for NET 22 May 2010 ▪ NPP [NPOESS (National Polar-orbiting Operational Environmental Satellite System) Preparatory Project] - The observatory includes a full-complement of instruments - Launch is currently scheduled for June 2010 • An airborne option for the OCO instrument was investigated, but appears to provide only limited science benefit [e.g., better understanding of the BRDF (Bi-Directional Reflectance Distribution Function)]. No further work warranted. 13
  • 14. Other Service Platforms Screened Later • Dedicated and shared service platforms that did not meet technical requirements or the capabilities unknown – Thales Alenia Space PROTEUS – Thales Alenia Space Globalstar-2 – STP (Space Test Program) SIV (Standard Interface Vehicle) “Heavy” version – Iridium-2 – General Dynamics Spectrum Astro Space Systems – USAF ORS (Operationally Responsive Space) – GCOM-W1 (Global Change Observation Mission, Water No.1) – GCOM-C1 (Global Change Observation Mission, Carbon No.1) – IceSat-2 – International Space Station 14
  • 15. Other Service Platforms Considered • Dedicated and shared service platforms that did not meet technical requirements or the capabilities unknown – Thales Alenia Space PROTEUS – Thales Alenia Space Globalstar-2 – STP (Space Test Program) SIV (Standard Interface Vehicle) “Heavy” version – Iridium-2 – General Dynamics Spectrum Astro Space Systems – USAF ORS (Operationally Responsive Space) – GCOM-W1 (Global Change Observation Mission, Water No.1) – GCOM-C1 (Global Change Observation Mission, Carbon No.1) – IceSat-2 – International Space Station • The two most likely solutions – Shared platform with the TIRS (Thermal Infrared Sensor) instrument – OSC (Orbital Sciences Corporation) LeoStar-2 [The Baseline] 15
  • 16. OCO and TIRS Instruments on a Shared Bus • JPL, along with GSFC and USGS, participated in a NASA ESD-lead joint OCO-TIRS (Thermal Infrared Sensor) mission study that was documented in a report issued on 19 June 2009 • Two options were examined – Option 1: OCO and TIRS instruments on a shared, nadir-pointed platform ▪ Co-registration of TIRS-LDCM/OLI (Operational Land Imager) data drives cost ▪ Scenario requires OCO pointing and polarization mechanisms – Option 2: OCO and TIRS instruments on a time-shared platform ▪ Scenario is incompatible with stringent TIRS thermal stability requirements – However, a third option was examined: Dual-manifest launch with OCO and TIRS on separate platforms ▪ An initial assessment identified a fairing envelope violation 16
  • 17. OCO Instrument on a Dedicated Platform • Build a “Carbon Copy” of OCO (instrument and spacecraft bus) to the extent possible • This lowest risk approach leverages the original OCO design, management approach, key personnel, and processes to the maximum degree to provide the shortest path to launch • Minimize change!! – JPL successfully delivered OCO and met all the cost and schedule commitments outlined in the revised plan presented at the 05 April 2007 NASA SMD (Science Mission Directorate) DPMC (Directorate Program Management Council) – Carbon Copy is based on the OCO implementation approach and is, to the extent possible, a recurring implementation task 17
  • 18. Primary Access to Space Considerations • Assumptions bearing upon the choice of launch vehicle (minimum requirements) – Injection orbit: altitude and inclination ▪ Equatorial altitude: 550 km (was 640 km for OCO mission) ▪ Orbit Inclination: 80 deg (was 97.95 deg for OCO mission) – Observatory mass to injection orbit: 447 kg – Observatory launch configuration dimensions ▪ Length: 246 cm ▪ Diameter: 140 cm – Observatory contamination control requirements: GN2 instrument purge – Injection orbit errors: ▪ ∆SMA ≤ 30 km, 3σ ▪ ∆Inc ≤ 0.15, 3σ 18
  • 19. Access to Space Options • OSC – Pegasus Air-Launched Vehicle: Does not meet mass requirements – Taurus II: New, not yet certified • Space X Falcon 9: New and launches from VAFB are uncertain • ULA (United Launch Alliance): All cost-prohibitive – Delta II – Delta IV – Atlas V • A number of shared rides were also examined, but none ‘fit the bill’ • The two most likely solutions – OSC Minotaur IV – OSC Taurus XL [The Baseline] 19
  • 20. Minotaur IV Launch Vehicle • Must be provided by USAF through either – The DoD SERB (Space Experiments Review Board) process (e.g., NASA SMAP mission), or – As a direct procurement through the USAF Space Development & Test Wing (e.g., NASA LADEE mission) • NASA KSC LSP assessed use of Minotaur IV/V for NASA Class C: – Mission risk is appropriately mitigated after one successful flight of a vehicle in this family and USAF post flight data review – First Minotaur IV flight scheduled for late 2009 • Use must comply with U.S. Commercial Space Transportation Act Minotaur IV • A 27-month procurement cycle from ATP to ILC (Initial Rocket System Launch Capability) appears feasible on test stand • Must verify loads (i.e., lateral) compatibility 20
  • 21. Taurus XL Launch Vehicle • The Taurus XL is the existing baseline • A 28-month life cycle from RFP to ATP to ILC can be supported • May incur risks associated with infrequent launches – 4.5 years between ROCSAT-2 and OCO – 1-2 years between OCO and Glory – 1-3 years between Glory and OCO Re-flight 21
  • 22. While We Await Authorization to Start • NASA has provided funding to the OCO Project to – Procure some instrument and spacecraft bus EEE parts mitigate parts obsolescence issues, etc… – Assess and evaluate required changes (e.g., use of a substrate- removed HgCdTe detector for the instrument A-band channel and adaptation/use of a split, pulse tube cryocooler) – Collaborate with the GOSAT (Greenhouse gases Observing SATellite) team ▪ Assist them in producing the best possible retrieval estimates of atmospheric carbon dioxide concentration levels ▪ Mitigate risk by exercising OCO science data processing capabilities developed pre-launch with actual in-flight data • These and other tasks serve to place the OCO Project in a more robust posture/position in the event a re-flight is authorized 22
  • 23. Summary/Conclusions • No guarantees - Spaceflight is a risky business, and with calculated risks failures occasionally occur • Keep the team intact – Corporate knowledge resides with people. Fortunately, many on the OCO Project have a sense of unfinished business and are committed to the re-flight efforts. • Believe in your cause and others will believe - The OCO mission continues to receive endorsements, support, and encouragement by NASA and other agencies/entities • Due diligence for the American taxpayer - An objective evaluation of re-flight options was completed • Make it work, not make it better - Even though a direct rebuild or carbon copy is the leading re-flight option, the project is challenged by change each and every day • Patience, and make the best of the situation – The project team is using the available time and resources to reduce implementation risk while awaiting a decision on a re-flight 23
  • 24. OCO-2 Can be a Reality 24