With the advent of the Heliophysics/Geospace System Observatory (H/GSO), a complement of multi-spacecraft missions and ground-based observatories to study the space environment, data retrieval, analysis, and visualization of space physics data can be daunting. The Space Physics Environment Data Analysis System (SPEDAS), a grass-roots software development platform ( www.spedas.org ), is now officially supported by NASA Heliophysics as part of its data environment infrastructure. It serves more than a dozen space missions and ground observatories and can integrate the full complement of past and upcoming space physics missions with minimal resources, following clear, simple, and well-proven guidelines. Free, modular and configurable to the needs of individual missions, it works in both command-line (ideal for experienced users) and Graphical User Interface (GUI) mode (reducing the learning curve for first-time users). Both options have “crib-sheets,” user-command sequences in ASCII format that can facilitate record-and-repeat actions, especially for complex operations and plotting. Crib-sheets enhance scientific interactions, as users can move rapidly and accurately from exchanges of technical information on data processing to efficient discussions regarding data interpretation and science. SPEDAS can readily query and ingest all International Solar Terrestrial Physics (ISTP)-compatible products from the Space Physics Data Facility (SPDF), enabling access to a vast collection of historic and current mission data. The planned incorporation of Heliophysics Application Programmer’s Interface (HAPI) standards will facilitate data ingestion from distributed datasets that adhere to these standards. Although SPEDAS is currently Interactive Data Language (IDL)-based (and interfaces to Java-based tools such as Autoplot), efforts are under-way to expand it further to work with python (first as an interface tool and potentially even receiving an under-the-hood replacement). We review the SPEDAS development history, goals, and current implementation. We explain its “modes of use” with examples geared for users and outline its technical implementation and requirements with software developers in mind. We also describe SPEDAS personnel and software management, interfaces with other organizations, resources and support structure available to the community, and future development plans. Electronic Supplementary Material The online version of this article (10.1007/s11214-018-0576-4) contains supplementary material, which is available to authorized users.

Access to and sharing of data are essential for the conduct and advancement of science. This article argues that publicly funded research data should be openly available to the maximum extent possible. To seize upon advancements of cyberinfrastructure and the explosion of data in a range of scientific disciplines, this access to and sharing of publicly funded data must be advanced within an international framework, beyond technological solutions. The authors, members of an OECD Follow-up Group, present their research findings, based closely ontheir report to OECD, on key issues in data access, as well as operating principles and management aspects necessary to successful data access regimes.

The IMPACT (In situ Measurements of Particles And CME Transients) investigation on the STEREO mission was designed and developed to provide multipoint solar wind and suprathermal electron, interplanetary magnetic field, and solar energetic particle information required to unravel the nature of coronal mass ejections and their heliospheric consequences. IMPACT consists of seven individual sensors which are packaged into a boom suite, and a SEP suite. This review summarizes the science objectives of IMPACT, the instruments that comprise the IMPACT investigation, the accommodation of IMPACT on the STEREO twin spacecraft, and the overall data products that will flow from the IMPACT measurements. Accompanying papers in this volume of Space Science Reviews highlight the individual sensor technical details and capabilities, STEREO project plans for the use of IMPACT data, and modeling activities for IMPACT (and other STEREO) data interpretation.

The biggest halo coronal mass ejection (CME) since the Halloween storm in 2003, which occurred on 2006 December 13, is studied in terms of its solar source and heliospheric consequences. The CME was accompanied by an X3.4 flare, EUV dimmings, and coronal waves. It generated significant space weather effects such as an interplanetary shock, radio bursts, major solar energetic particle (SEP) events, and a magnetic cloud (MC) that were detected by a fleet of spacecraft including STEREO, ACE, WIND, and Ulysses. Reconstruction of the MC with the Grad-Shafranov (GS) method yields an axis orientation oblique to the flare ribbons. Observations of the SEP intensities and anisotropies show that the particles can be trapped, deflected, and reaccelerated by the large-scale transient structures. The CME-driven shock was observed at both the Earth and Ulysses when they were separated by 74 in latitude and 117 in longitude, which is the largest shock extent ever detected. The ejecta seem to have been missed at Ulysses. The shock arrival time at Ulysses is well predicted by an MHD model that can propagate the 1 AU data outward. The CME /shock is tracked remarkably well from the Sun all the way to Ulysses by coronagraph images, type II frequency drift, in situ measurements, and the MHD model. These results reveal a technique that combines MHD propagation of the solar wind and type II emissions to predict the shock arrival time at the Earth, which is a significant advance for space weather forecasting, especially when in situ data become available from the Solar Orbiter and Solar Sentinels.

Abstract. In this paper we study the occurrence rate and solar origin of interplanetary coronal mass ejections (ICMEs) using data from the two Solar TErrestrial RElation Observatory (STEREO) and the Wind spacecraft. We perform a statistical survey of ICMEs during the late declining phase of solar cycle 23. Observations by multiple, well-separated spacecraft show that even at the time of extremely weak solar activity a considerable number of ICMEs were present in the interplanetary medium. Soon after the beginning of the STEREO science mission in January 2007 the number of ICMEs declined to less than one ICME per month, but in late 2008 the ICME rate clearly increased at each spacecraft although no apparent increase in the number of coronal mass ejections (CMEs) occurred. We suggest that the near-ecliptic ICME rate can increase due to CMEs that have been guided towards the equator from their high-latitude source regions by the magnetic fields in the polar coronal holes. We consider two case studies to highlight the effects of the polar magnetic fields and CME deflection taking advantage of STEREO observations when the two spacecraft were in the quadrature configuration (i.e. separated by about 90 degrees). We study in detail the solar and interplanetary consequences of two CMEs that both originated from high-latitude source regions on 2 November 2008. The first CME was slow (radial speed 298 km/s) and associated with a huge polar crown prominence eruption. The CME was guided by polar coronal hole fields to the equator and it produced a clear flux rope ICME in the near-ecliptic solar wind. The second CME (radial speed 438 km/s) originated from an active region 11007 at latitude 35° N. This CME propagated clearly north of the first CME and no interplanetary consequences were identified. The two case studies suggest that slow and elongated CMEs have difficulties overcoming the straining effect of the overlying field and as a consequence they are guided by the polar coronal fields and cause in-situ effects close to the ecliptic plane. The 3-D propagation directions and CME widths obtained by using the forward modelling technique were consistent with the solar and in-situ observations.