8.1systems engineering hand outs

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Introduction to Systems Engineering - Session 2 1 Introduction to Systems Engineering Brad Yelland (BEng, Aero) Systems Engineering Manager, Missile Programmes, BAE SYSTEMS Australia Why do we Need Systems Engineering ? 3 Introduction to Systems Engineering Simplification of Complex Systems Control Design Process Flow down of System Requirements to Component Level Facilitate Progressive Testing (flow up) Produceability and cost ENSURE FINAL PRODUCT MEETS REQUIREMENTS Part 1: - Definitions What is Systems Engineering? 5 Introduction to Systems Engineering Part 1 : - Definitions Basic concepts and definitions systems, systems engineering, systems engineers a brief history and context System Lifecycle developing a system the basic process why it’s important 6 Introduction to Systems Engineering What do we mean by “SYSTEM” “A set or assemblage of things connected, associated or interdependent, so as to form a complex unity; a whole composed of parts in orderly arrangement according to some scheme or plan; rarely applied to a simple or small assemblage of things.” – Shorter OED, 3rd Ed.

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  • Introduction to Systems Engineering - Session 2

    1

    Introduction toSystems Engineering

    Brad Yelland (BEng, Aero)

    Systems Engineering Manager,Missile Programmes,

    BAE SYSTEMS Australia

    Why do we Need Systems Engineering ?

    3

    Introduction to Systems Engineering

    Simplification of Complex Systems

    Control Design Process

    Flow down of System Requirements to Component Level

    Facilitate Progressive Testing (flow up)

    Produceability and cost

    ENSURE FINAL PRODUCT MEETS REQUIREMENTS

    Part 1: - Definitions

    What is Systems Engineering?

    5

    Introduction to Systems Engineering

    Part 1 : - Definitions

    Basic concepts and definitions systems, systems engineering, systems engineers a brief history and context

    System Lifecycle developing a system the basic process why its important

    6

    Introduction to Systems Engineering

    What do we mean by SYSTEM

    A set or assemblage of things connected, associated or interdependent, so as to form a complex unity; a whole composed of parts in orderly arrangement according to some scheme or plan; rarely applied to a simple or small assemblage of things. Shorter OED, 3rd Ed.

  • Introduction to Systems Engineering - Session 2

    2

    7

    Introduction to Systems Engineering

    What do we mean by SYSTEM (2)

    A system is a composite of people, products and processes that provide a capability to satisfy stated needs. A complete system includes the facilities, equipment (hardware and software), material, services, data, skilled personnel and techniques required to achieve, provide and sustain system effectiveness. (MIL STD 499B)

    A system is an aggregate of end products and enabling products to achieve a given purpose. (EIA-632)

    8

    Introduction to Systems Engineering

    9

    Introduction to Systems Engineering

    10

    Introduction to Systems Engineering

    11

    Introduction to Systems Engineering

    12

    Introduction to Systems Engineering

    Characteristics of a SYSTEM

    A complex set of interrelated elements working together to fulfill some designated need must be functional and able to respond to that need

    Sub-systems can be equipment, materials, software, people, and other systems A system is contained within some form of hierarchy Sub-systems are not necessarily technology-based

  • Introduction to Systems Engineering - Session 2

    3

    13

    Introduction to Systems Engineering

    Hierarchy of systems

    Vehicular System

    Booking System

    Propulsion System Fuel System

    Technicians Supply System

    Maintenance System

    Airplane System Baggage Handling System

    Airline System Railroad System

    Transportation System

    14

    Introduction to Systems Engineering

    Unprecedented and Precedented Systems

    Precedented system One for which an experience base exists

    Unprecedented system One for which no experience base exists

    What is unprecedented for one person may be precedented for another complexity is not an absolute

    15

    Introduction to Systems Engineering

    What is Systems Engineering?

    Engineering is contriving, designing, inventing

    things characterised by Size and complexityDependence on diverse technological and non-

    technological disciplines Satisfying a stated need

    16

    Introduction to Systems Engineering

    What is Systems Engineering?(2)

    the contractors organised, creative, technical and management processes for translating a customers need into a clear definition of a solution, and the production, test, delivery, and integration ofcomponents of that solution (on time, on schedule and within budget). - Grady, J.O.

    an interdisciplinary approach to evolve and verify an integrated and life-cycle balanced set of system product and process solutions that satisfy customer needs. - MIL-STD-499B

    integrate related technical parameters and assure compatibility of all physical, functional and program interfaces in a manner that optimises the total system design and definition

    17

    Introduction to Systems Engineering

    What is Systems Engineering?(3)

    The design of the whole as distinct from the design of the parts Simon Ramo

    A structured way of handling complexity The best way to maximise probability of a successful

    outcome But it is not.

    A silver bullet A cookbook approach to success An excuse to stop thinking

    18

    Introduction to Systems Engineering

    What is a Systems Engineer?

    A Systems Engineer is a person who engineers systems with the professional engineering dimension

    introducing elements of judgement and competence No discipline prefix

    crosses many disciplines The term is used in other ways elsewhere

  • Introduction to Systems Engineering - Session 2

    4

    19

    Introduction to Systems Engineering

    History of systems engineering

    1960s Polaris submarine - AFSCM 375 -5 Apollo - NASA procedures MIL-STD-499 - 25 pages - validate contractors

    process US Army FM 770-78 - less forms, more

    organization 1970s

    DSMC handbook Formal software requirements analysis & design

    20

    Introduction to Systems Engineering

    History of systems engineering (2)

    1980s Computer tools start to emerge (RDD-100, etc)

    1990 NCOSE established

    1995 Replace MIL-STD-499 with IEEE-1220 and EIA-IS 632 Interim SE Capability Maturity Model

    1996 Draft Commonwealth policy on SE

    1999 EIA-632, EIA 731

    21

    Introduction to Systems Engineering

    Concept Exploration

    System Definition Engineering

    Development

    System Qualification

    Deployment

    Operation & Maintenance

    Production

    Disposal

    System Development

    System lifecycle

    22

    Introduction to Systems Engineering

    Vehicular System

    Booking System

    Propulsion System Fuel System

    Technicians Supply System

    Maintenance System

    Airplane System Baggage Handling System

    Airline System Railroad System

    Transportation System

    Recall the Hierarchy?

    23

    Introduction to Systems Engineering

    Design Airplane

    Design Propulsion

    System

    Design Fuel

    System

    Design Maintenance

    System

    Design Pressure Regulator

    Design Fuel

    Pump

    Design Fuel

    Storage

    Acquire Pump

    Components

    Integrate Fuel

    Pump

    Integrate Fuel

    System

    Pres

    sure

    Re

    gula

    tor

    Fuel Storage

    Integrate Airplane

    Prop

    ulsi

    on

    Syst

    em

    MtceSystem

    Integrate Airline System

    Airline System

    Contract Boundary

    Emergent properties - properties which are not present in any of the

    individual parts, but which become apparent as the parts

    come together

    Developing the Airplane System

    24

    Introduction to Systems Engineering

    SystemDesign

    Design

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    IntegrateFirst Sub-system Tier

    SystemIntegration

    Contract Boundary

    Verification

    Design

    Implement

    Integrate

    Tier n

    ConceptDefinition

    OperationalEvaluation

    Developing Any System

  • Introduction to Systems Engineering - Session 2

    5

    25

    Introduction to Systems Engineering

    Requirements Analysis

    Design Loop

    Requirements Loop

    Verification

    System Analysis & Control

    Functional Analysis/Allocation

    Synthesis

    Inputsfromprevious tier

    Outputsto next tier

    System Decomposition

    26

    Introduction to Systems Engineering

    Whats doesnt the V-diagram show?

    There are other perspectives Iteration Text Book Life Cycles

    Grand Design (waterfall), Incremental, Evolutionary Change Process Documentation View Configuration Baselines

    Cant show everything on one diagram KISS

    All models are wrong; some models are useful

    27

    Introduction to Systems Engineering

    Hard or Soft?

    This is great for hard systems Performance of the parts is deterministic and

    predictable Works well for todays technological systems

    Not so good for soft systems Societal, Political, Organisational systems Adaptive, evolving Soft Systems Methodology, System Dynamics, etc

    Creative Problem Solving, Flood & Jackson (Wiley)

    28

    Introduction to Systems Engineering

    Understanding Why is more importantthan knowing How

    Divide and Conquer

    What has to be decided? Not too much, not too little

    When does it have to be decided? Not too soon, not too late

    Who does it? The engineer capability continuum

    How does one reach a decision? Processes, methods and tools

    29

    Introduction to Systems Engineering

    Design of Components

    The design of a Component is not effected by the size or complexity of the System it is used in.

    The design of a component is driven by three requirements; Form Fit Function

    Physical-Size-Shape-Weight-CG-Inertia

    Interfacing-Mechanical Interfacing (fixing)-Electrical Interfacing-Communication / Data Interfacing- Effect of function

    What it does &How it does it-Performance-ilities-Environment

    30

    Introduction to Systems Engineering

    Exercise - Design of Components

    Consider 2 components from vastly different systems:

    System 1. An electronic automatic garage door.Component: Actuator to open and close the door.

    System 2. A Ship Based Theatre Air Defence SystemComponent: Actuator to move the missile control fins

    Q1. What information is required to design or select an appropriate actuator for each case?

    Q2. How do you determine that information?

  • Introduction to Systems Engineering - Session 2

    6

    Part 2: - Defining the System

    32

    Introduction to Systems Engineering

    Part 2 : - Defining the System

    Where do needs come from? Explicit needs and implied expectations Expression of customer needs The engineering prerequisites for starting system

    design

    Followed by syndicate work

    During this session we will examine

    33

    Introduction to Systems Engineering

    The Systems Engineering Front End

    SystemDesign

    Design

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    Integrate

    SystemIntegration

    ConceptDefinition

    OperationalEvaluation

    Tier 0

    Tier 1

    Tier 2Int

    egrat

    ion

    Decomposition

    The Front End

    34

    Introduction to Systems Engineering

    Characteristics of system lifecycle

    0

    20

    40

    60

    80

    100

    % of Lifecycle cost

    Life cycle cost effectively rendered

    unchangeable for a given

    design Life cycle cost

    actually expended

    Tier O: Concept Established 70%

    Tier 1: System Design 85%

    First Article Proven 95%

    Production Complete

    Operation and

    Maintenance

    35

    Introduction to Systems Engineering

    System Development

    Whither Customer needs?

    Concept Exploration

    System Definition Engineering

    Development

    System Qualification

    Deployment

    Operation & Maintenance

    ProductionDisposal

    36

    Introduction to Systems Engineering

    Whither customer needs (2)

    IndustryDoD

    DefenceAcquisition

    OCD

    Prime Contractor

    SOR

    Sub Contractor(s)

    Eng Spec

    Capability Development

    CTDs,

    Studies

    Field

    Strategy/ Policy

    DSTO Staff

    Reqt

  • Introduction to Systems Engineering - Session 2

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    37

    Introduction to Systems Engineering

    A system, or just shalls?

    Understanding the customers problem is the key to meeting his needs

    Technical and personal issues are involved Understanding customer needs leads to system

    designs that will satisfy those needs Meeting needs is the essence of success Ultimately much cheaper than just delivering shalls

    38

    Introduction to Systems Engineering

    Capturing the need

    Understand the customers problem Understand the operational concept Understand the system context Identify major states and modes of the system Understand other unstated needs

    THEN you can begin to design the system

    39

    Introduction to Systems Engineering

    Understanding the Customers problem

    Methods as varied as problems and customers Talk to the customer

    Which includes all stakeholders in his organisation Market intelligence

    Starts well before contract Domain knowledge and expertise

    Think like the customer

    40

    Introduction to Systems Engineering

    The Operational Concept document

    May comprise one or more physical objects Customer version may or may not be released

    May require further elaboration Contractor may be asked to prepare OCD Contractor may volunteer its preparation

    Expresses users need in user-speak Not design solution definition Evolution must be managed carefully

    Aids satisfaction of fitness for purpose obligation

    30/03/2001 41

    Introduction to Systems Engineering

    The Operational Concept document (2)

    Describes operational scenariosUse graphics, pictures, videos, etcDescribe how the system will be used

    No shalls Scenarios identify essential states and modes Scenarios used as basis for system evaluation

    30/03/2001 42

    Introduction to Systems Engineering

    What is the System Context?

    Represents position of system in the greater world Identifies constraints imposed by that world

    Define the system boundary wrt other systems andorganisations Operation, management and support

    Interactions with other systems physical, functional, environmental, cultural

    reduce soft interactions as far as possible

    Interfaces with other systems Identified, characterised

  • Introduction to Systems Engineering - Session 2

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    30/03/2001 43

    Introduction to Systems Engineering

    Why define the System Context ?

    Provides view of system interactions with the external world high-level, simple, diagrammatic

    Provides basis for agreement of system boundary and environment

    Identifies all external systems and interfaces

    Triggers questions and raises issues concerning user functions

    Provides guidance in developing system specifications30/03/2001 44

    Introduction to Systems Engineering

    The Context Diagram

    System

    Environment Interfacing Systems

    Organic System

    30/03/2001 45

    Introduction to Systems Engineering

    The Context Diagram

    Automatic Garage

    DoorEnvironment

    Garage

    Operator

    30/03/2001 46

    Introduction to Systems Engineering

    The Context Diagram

    STAD System

    Environment Ship Platforms

    Other AssetsTarget

    30/03/2001 47

    Introduction to Systems Engineering

    Products of Context Analysis

    Context diagram(s) Interface list Description of transactions for each interface

    Initial data dictionary (for data-oriented systems)Control and other eventsHuman and physical interactions Include timing information (where relevant)

    30/03/2001 48

    Introduction to Systems Engineering

    States and Modes

    States are the highest level grouping of alternative characteristics

    Modes are lower level groupings of non-simultaneous capabilities. Each mode usually may apply to one or more states.

    There is no absolute definition of state or mode If none are obvious, dont invent them!

  • Introduction to Systems Engineering - Session 2

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    30/03/2001 49

    Introduction to Systems Engineering

    Example of States and Modes

    The combat system shall have three states as determined by fault conditions and network management: normal operation; degraded operation; non-operation

    The weapon system shall operate in automatic or manual mode in normal operation and only in manual mode in the event of degraded operation.

    50

    Introduction to Systems Engineering

    Other Needs OCD captures customers expressed needs Fitness for purpose Prime contractor may have needs Customers implied needs

    Safety in all likely scenarios Cultural suitability Economical through-life supportability Legislative compliance etc

    Whether or not

    they are in the

    contract

    Now Lets Develop the Systems

    Part 3: - Requirements Analysis

    52

    Introduction to Systems Engineering

    Part 3: - Requirements Analysis

    This Part will provide an overview of requirements analysis by presenting: Why requirements analysis is important What are requirements The types of requirements The attributes of good requirements Requirements capture Outputs of requirements analysis

    53

    Introduction to Systems Engineering

    Concept Exploration

    System Definition Engineering

    Development

    System Qualification

    Deployment

    Operation & Maintenance

    ProductionDisposal

    System Development

    System lifecycle

    54

    Introduction to Systems Engineering

    SystemDesign

    Design

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    IntegrateFirst Sub-system Tier

    SystemIntegration

    Contract Boundary

    Verification

    Design

    Implement

    Integrate

    Tier n

    ConceptDefinition

    OperationalEvaluation

    System Development V

  • Introduction to Systems Engineering - Session 2

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    Introduction to Systems Engineering

    Requirements Analysis

    Design Loop

    Requirements Loop

    Verification

    System Analysis & Control

    Functional Analysis/Allocation

    Synthesis

    Inputsfromprevious tier

    Outputsto next tier

    System Design

    56

    Introduction to Systems Engineering

    Why Requirements Analysis is Important

    57

    Introduction to Systems Engineering

    Risk Perspective on Requirements

    Customer/Contractor mutual agreement on the meaning of the requirement

    Expenditure on non feasible requirements Requirements that cannot be proven Moving goal posts

    new/changing requirements or new/changing interpretations

    58

    Introduction to Systems Engineering

    What is a Requirement ?

    A capability needed by a user to achieve an objective(IEEE Standard Glossary of Software Engineering terminology)

    A positive statement specifying something which is to be verifiably present in a final product(Lockheed Space and Missiles Co. Inc. 1991)

    Something that governs what, how well, and under what conditions a product will achieve a given purpose (EIA-632, 1999)

    59

    Introduction to Systems Engineering

    What is Requirements Analysis ?

    Requirements analysis transforms the inputs into the Systems Engineering process into: A black box description of the requirement The criteria to be used to verify that the requirements

    have been met

    It also produces an understanding and consensus of the need to assist in the remaining activities

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    Introduction to Systems Engineering

    What is a Black Box Description ?

    A Black Box Description is not concerned with the internal workings

    It provides the following types of requirements: Functional Requirements

    - What has to be done Performance Requirements

    - How well it must be done Constraints

    - External bounds or limiting factors It does not describe How it is done

    fInputs

    Constraints

    DesiredOutput

  • Introduction to Systems Engineering - Session 2

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    Introduction to Systems Engineering

    Examples of Types of Requirements

    What type of requirement (Functional, Performance or Constraint) are the following? The system shall display the target position within 1

    second of detection. The system shall provide wireless data communications

    between sites. All AC power wiring shall conform to AS3000. The radar system shall detect both fixed and rotary

    wing aircraft. The MTBF shall be greater than 20,000 hours.

    62

    Introduction to Systems Engineering

    Sources of Requirements

    Customer Requirements Contract documents and standards Operational Concept Descriptions (OCD) etc.

    Derived Requirements To correct ambiguity or incomplete requirements Implied or transformed from higher-level requirements

    Allocated Requirements Divided or allocated to multiple lower level

    requirements

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    Introduction to Systems Engineering

    Examples of Derived Requirements

    What requirements could be derived from the following?1 Flight data shall be stored in a database.2 The supervisor shall be able to access and display

    flight data.3 Flight data shall be be used in the simulator.4 The trainer shall have a facility to edit all simulator

    parameters.5 The training facility shall be installed in the existing

    classroom.

    64

    Introduction to Systems Engineering

    Examples of Allocated Requirements

    What requirements could be derived from the following system requirements?1 The system shall report built in test after power-up.2 The system shall operate from a single 10A GPO.3 A LAN shall be used to interconnect all equipment.

    PrinterHardware

    ComputerHardware

    ComputerSoftware

    65

    Introduction to Systems Engineering

    Attributes of Good Requirements

    A good requirement is Achievable Verifiable Unambiguous Complete Consistent Traceable Expressed in terms of need not solution Appropriate for the level of system hierarchy

    66

    Introduction to Systems Engineering

    Examples of Poor Requirements

    What is wrong with each the following requirements? The ship shall carry enough short range missiles. The computer shall process and display the radar

    information instantly. The power supply output shall be 28 volts. The transmitter power shall be adjustable to allow the

    antenna side-lobe performance to be met. The power connector shall conform to RS-232. The aircraft shall use stainless steel rivets.

  • Introduction to Systems Engineering - Session 2

    12

    67

    Introduction to Systems Engineering

    Traceability Requirement

    Traceable path to a Customer need (or Contract Requirement)

    Traceable path from test requirements to source requirements

    Minimises redundant and unnecessary design activities

    ContractDocuments

    UserNeed

    OperationalConcept

    ExistingSystems

    ReferencedStandards

    DevelopmentSpec(s)

    LegalObligations

    TestSpec(s)

    Lower LevelTest Spec(s)

    Lower LevelDev Spec(s)

    68

    Introduction to Systems Engineering

    Requirement Database

    Used to capture and manage requirements Requirement Management tools:

    manage and track requirements capture changes & rationale control process

    Part 4: - Functional Analysis, Allocation and Synthesis

    70

    Introduction to Systems Engineering

    Where does it fit ?

    Requirements Analysis

    Design Loop

    Requirements Loop

    Verification

    System Analysis & Control

    Functional Analysis/Allocation

    Synthesis

    Inputsfromprevious tier

    Outputsto next tier

    71

    Introduction to Systems Engineering

    Part 4: - Functional Analysis & Synthesis

    This part will cover, processes products documentation standards (briefly) basic examplesmethods

    72

    Introduction to Systems Engineering

    Functional Analysis & Synthesis

    But first, lets see where this session fits into the big picture, by going back and briefly look at, the overall system life cycle the development part of the life cycle alternative (& equivalent) nomenclature

  • Introduction to Systems Engineering - Session 2

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    Introduction to Systems Engineering

    Production

    Development

    Deployment

    Operations

    Support

    Disposition

    74

    Introduction to Systems Engineering

    ConceptAnalysis

    SystemDefinition

    Tier N

    SubsystemDefinition

    (tier 1)

    SubsystemDefinition

    (tier n)

    SubsystemImplement

    SystemInt & Valid

    CustomerInt & Valid

    SubsystemInt & Valid

    (tier 1)

    SubsystemInt & Valid

    (tier n)

    75

    Introduction to Systems Engineering

    Functional Analysis & Synthesis

    How do these processes fit within the bigger picture? Lets assume that each tier (of the evolving system

    design) is described by a black box and white box view.Consider the Requirements Analysis process as one

    which addresses the black box behaviour of a system. So what process is used to describe the white box

    behaviour of a system?

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    Introduction to Systems Engineering

    White Box Behaviour

    White box behaviour is defined using the, Functional Analysis process Synthesis process

    Process outputs, Functional Analysis output => Functional Model Synthesis output => Physical Model

    77

    Introduction to Systems Engineering

    What is a Black Box and White Box view?

    Black Box view, description of the system in response to interactions

    with external agents without regard to implementation details.

    White Box view, description of the systems internal behaviour and

    construction in meeting the requirements defined by the black box view to a level sufficient for further subsystem identification.

    78

    Introduction to Systems Engineering

    Tier N

    WhiteBox

    BlackBox

    SubsystemDefinition

    (tier 1)

    WhiteBox

    BlackBox

    SubsystemDefinition

    (tier N)

    WhiteBox

    BlackBox

    SystemDefinition

    WhiteBox

    BlackBox

    ConceptAnalysis

    WhiteBox

    BlackBox

    SubsystemIntegration

    (tier N)

    WhiteBox

    BlackBox

    SubsystemIntegration

    (tier 1)

    WhiteBox

    BlackBox

    SystemIntegration

    WhiteBox

    BlackBox

    CustomerIntegration

  • Introduction to Systems Engineering - Session 2

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    Introduction to Systems Engineering

    Black &White View

    White BoxFunctionalDescription

    White BoxPhysical

    Description

    Black BoxDescription

    EIA-IS-632View

    FunctionalAnalysis

    Synthesis

    RequirementsAnalysis

    What &How View

    HowDescription

    WhatDescription

    80

    Introduction to Systems Engineering

    Tier N

    WhiteBox

    BlackBox

    SubsystemDefinition

    (tier 1)

    WhiteBox

    BlackBox

    SubsystemDefinition

    (tier N)

    WhiteBox

    BlackBox

    SystemDefinition

    WhiteBox

    BlackBox

    ConceptAnalysis

    Contractual Boundary(in theory)

    Supplier

    Customer

    CustomerBusiness

    CustomerComponent(existing)

    SYSTEM(to be acquired)

    CustomerComponent(existing)

    CustomerComponent(existing)

    SUB-SYSTEM1

    SUB-SYSTEM2

    SUB-SYSTEMN

    SUB-SYSTEM2-1

    SUB-SYSTEM2-2

    SUB-SYSTEM2-N

    SW Subsystem2-2-1

    HW Subsystem2-2-2

    HW Subsystem2-2-3

    81

    Introduction to Systems Engineering

    Tier N

    WhiteBox

    BlackBox

    SubsystemIntegration

    (tier N)

    WhiteBox

    BlackBox

    SubsystemIntegration

    (tier 1)

    WhiteBox

    BlackBox

    SystemIntegration

    WhiteBox

    BlackBox

    CustomerIntegration

    CustomerBusiness

    CustomerComponent(existing)

    SYSTEM(to be acquired)

    CustomerComponent(existing)

    CustomerComponent(existing)

    SUB-SYSTEM1

    SUB-SYSTEM2

    SUB-SYSTEMN

    SUB-SYSTEM2-1

    SUB-SYSTEM2-2

    SUB-SYSTEM2-N

    SW Subsystem2-2-1

    HW Subsystem2-2-2

    HW Subsystem2-2-3

    Validate incrementallyintegrated white boxelements.

    Validate black boxbehaviour.

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    Introduction to Systems Engineering

    Before Functional Analysis & Synthesis

    Tip A detailed elaboration of the requirements should be

    concentrated within the Functional Analysis & Synthesis processes.

    Because these processes make use of, a relatively well defined graphical notation. a relatively rigorous description language

    (having a well defined syntax and semantics). This leads to a more rigorous description of the design

    (less risky to understand & verify).

    83

    Introduction to Systems Engineering

    Functional Analysis & Allocation

    Process accomplished by, defining the functions required tracing the functions to requirements defining the I/O for all functions defining how control operations order the functions budgeting time durations to functions (if important) budgeting system accuracy requirements to functions executing the behaviour to establish correctness

    examine time lines, examine magnitude of I/O, ...

    84

    Introduction to Systems Engineering

    Functional Analysis & Allocation (cont)

    Whats the & Allocation component ? It represents the allocation of performance

    requirements onto the appropriate functional elements.

  • Introduction to Systems Engineering - Session 2

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    85

    Introduction to Systems Engineering

    Functional Analysis & Allocation (cont)

    Ultimately performed or accomplished by, equipment personnel facilities software combination of the above

    86

    Introduction to Systems Engineering

    Synthesis

    Process accomplished by, defining real world objects subject to design constraints assigning attributes to the objects allocating behaviour to the objects budgeting performance values to attributes executing the behaviour with the objects examining the interface traffic between objects

    87

    Introduction to Systems Engineering

    Functional Analysis & Synthesis Solutions

    There may well be multiple architectures, This sets the stage for trade studies. Trade studies select the most practical solution from

    the candidate architectures. System effectiveness measures are the criteria used to

    make the trade study decisions.Effectiveness measures are the small subset of reqs that

    are so important that the system will fail if they are not met and will be a huge success if they are met.

    88

    Introduction to Systems Engineering

    F FF

    F

    F

    F

    F

    F

    FF

    F

    F

    F

    F

    F

    F

    F

    White Box

    P1

    P2

    P3

    BlackBox

    WhiteBox

    BlackBox

    WhiteBox

    BlackBox

    WhiteBox

    BlackBox

    WhiteBox

    Process repeats for eachsubsystem identified inthe tier above.

    Tier N

    Tier N+1

    89

    Introduction to Systems Engineering

    Major O/Ps - Eng Technical Processes

    Major outputs from the white box stage are a version of, System Design Description capturing,

    Functional & Physical Models (includes I/Fs) Effectiveness MeasuresResults of Trade Studies & Requirements Assessment

    Subsystem Integration Description capturing, Phasing of subsystem integration Functionality per phase Additional testing requirements

    90

    Introduction to Systems Engineering

    Major O/Ps - Eng Technical Processes (cont) Subsystem Integration Results (integration leg)

    Test results. Problem reports. Limitations & deficiencies.

  • Introduction to Systems Engineering - Session 2

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    91

    Introduction to Systems Engineering

    Major O/Ps - Eng Management Processes*

    (* Just to put things into context) Major outputs from each stage are an

    version of, Plans Risk Register (Identification, Remediation) Milestones Cost and Time Schedules Work Breakdown Structure Work Packages

    92

    Introduction to Systems Engineering

    F FF

    F

    F

    F

    F

    F

    FF

    F

    F

    F

    F

    F

    F

    F

    White Box

    P1

    P2

    P3

    BlackBox

    WhiteBox

    BlackBox

    WhiteBox

    BlackBox

    WhiteBox

    BlackBox

    WhiteBox

    Process repeats for eachsubsystem identified inthe tier above.

    Tier N

    Tier N+1

    93

    Introduction to Systems Engineering

    Tier N

    Tier N+1

    BlackBox

    WhiteBox

    SSS

    SSDD

    BlackBox

    WhiteBox

    SSS

    SSDD

    BlackBox

    WhiteBox

    SSS

    SSDD

    BlackBox

    WhiteBox

    SSS

    SSDD

    Cut & PasteCut & PasteCut & PasteCut & Paste

    The non-value addingapproach performs no otheractivities except cutting textfrom a parent SSS directlyinto a subordinate SSS.The normal value addingpath is by-passed.

    94

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    Where to stop ?

    How far do you decompose the functional model ? Down to the point where any function can uniquely map

    onto a physical subsystem. If a function cant map uniquely then it must be

    decomposed further until it can. In summary,

    Many functions can map onto a single subsystem. A single function cannot map onto multiple subsystems.

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    Introduction to Systems Engineering

    TrackTarget

    Position(3D)

    RadarSystem

    A

    WeaponDeliverySystem

    Command& Control

    System

    Option A

    RadarSystem

    B

    WeaponDeliverySystem

    Command& Control

    System

    Option B

    TrackTarget

    Position

    TrackTarget

    Position(x&y)

    TrackTarget

    Position(z)

    Turns out that thissystem tracks the targetin elevation (z plane)using optical techniques(which includes theoperator)

    This system is cuedautomatically by theCommand & ControlSystem using the 3Dposition dataestablished by theRadar System.

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    Introduction to Systems EngineeringTarget

    Magnify& Focus

    Light

    EstOptimalImage

    Position

    ChangeLook

    Directn

    EstLaunch

    Posn

    DispatchMissile

    GuideMissile

    TrackMissile

    ExternalEnv

    MonitorMissile

    LookDirection

    LaunchPosn

    Wind

    MissileAway

    LookDirection

    MissileMissileAbort

    MissileCharacteristic

    MissileMovement

    MissileMovement

    MissileGuidance

    LookDirection

    VisibleImage

    TargetReflectedLight

    DeltaPosn

    LensSystem

    GimbalSystem

    OrganicSystem

    (Operator)

    Supports

    Safe OperatingEnvelope/Area

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    97

    Introduction to Systems Engineering Radar SystemAttributes:-MTBF : 200 hoursMTTR : 2 hoursSize : 3m x 2m x 2mColour : Army GreenWeight : 2 man liftRF : radio frequency, 9500MHzPRF : pulse repetition freq, 800HzPW : pulse width, 2.0usecsARP : angular rotation period, 1.4secsPpk : peak power, 110KWattsOpMode : (Idle, Passive, Radiating)Data I/F : RS-422, 9.6Kbits/sec

    Services:-

    TargetIdentity

    Target

    Search

    Identify

    TargetData

    TargetCharacteristic

    TargetIllumination

    IFFResponse

    IFFRequest

    HealthCheck

    HealthReply

    HealthRequest

    InternalSubsystems

    * Not a complete description.

    Consumer

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    ConceptAnalysis

    SystemDefinition

    Tier N

    SubsystemDefinition

    (tier 1)

    SubsystemDefinition

    (tier n)

    SubsystemImplement

    SystemInt & Valid

    CustomerInt & Valid

    SubsystemInt & Valid

    (tier 1)

    SubsystemInt & Valid

    (tier n)

    TenderResponseSlice ofDevelopmentStage.

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    Introduction to Systems Engineering

    Synthesis - Modular Design

    Desirable attributes of modular system components, Low Coupling High Cohesion

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    Synthesis - Modular Design (cont)

    Definition, Coupling - a measure of the relative interdependence

    between subsystems. Simple connectivity among subsystems results in a

    system that is easier to understand and less prone to a ripple effect when errors or changes occur in another part of the system.

    Cohesion - a measure of the relative functional strength of a subsystem. A cohesive subsystem performs a task with little

    interaction with other parts of the system.

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    Introduction to Systems Engineering

    Synthesis - Modular Design (cont)

    In summary, develop subsystems with, single-minded function. an aversion to excessive interaction with other

    subsystems.

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    Introduction to Systems Engineering

    Abstract Example (covering software)

    The following example looks at, A Subsystem model. A CSCI model - one element of the subsystem model is

    a software item. A Hardware architecture - defining the solution for the

    Subsystem and CSCI models.

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    Introduction to Systems Engineering

    ExternalAgent 1

    F1

    F2 F3F4

    F5 F6 F7

    F8

    DS1

    ExternalAgent 2

    DS1

    Subsystem Functional Model(white box)

    HWCI 3(derived)

    HWCI 1=F2 +F3

    HWCI 2=F6 +F7

    +DS2

    CSCI 1=F1 +F5+F4 +F8

    +DS1

    ExternalAgent 1

    ExternalAgent 2

    Subsystem Physical Model(white box)

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    ExternalAgent 1

    F1

    F2 F3F4

    F5

    F6

    F7

    F9

    SWDS1 External

    Agent 2

    SWDS2

    CSCI Functional Model(white box)

    CSC 3=F6 +F8

    CSC 2=F3 +F4

    CSC 4=F7 +F9

    CSC 1=F1 +F2

    +F5

    ExternalAgent 1

    ExternalAgent 2

    CSCI Physical Model(white box)

    F8

    CSC 5(derived)

    =SW-DS1+SW-DS2

    If using a multi-tasking, messagepassing executivethen this interfacebecomes a message

    If using a multi-tasking, messagepassing executivethen a CSCbecomes a task.

    This CSC is aDataStore Manager.Its derived (exists aspart of the design).

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    COMMON BUS

    HARD DISK

    =SW-DS1+SW-DS2

    I/O CARD

    = externalinterfaces

    Processor 3

    =CSC4 +CSC5HWCI 2

    HWCI 1HWCI 3+ CSCI 1

    External Agent 1External Agent 2

    Processor 1

    =CSC1 +CSC3

    Processor 2

    =CSC2

    High Speed Bus

    106

    Introduction to Systems Engineering

    Methods

    There are many different Methods/Tools that can be employed to assist with step. Structured Analysis Structured English Object Oriented Methods Functional Flow Block Diagrams Schematic Block Diagrams

    107

    Introduction to Systems Engineering

    Methods Summary

    Methods required to support the following (white box) processes, Functional Modelling

    Static & Dynamic descriptions Physical Modelling

    Static & Dynamic descriptions Simulation

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    Introduction to Systems Engineering

    At the End of the Day

    There are no silver bullets, no panaceas, and no miracle cures that will automatically increase an engineers effective productivity by a factor of 10.

    Even knowing all the theory, Engineering is still, 95% hard work 5% inspiration

    Its an advantage to understand all of the theory, Just so you can go back and break it,

    *BUT* with the full understanding of the risk involved. Living with risk is a fact of life.

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    Introduction to Systems Engineering

    Exercise - Design of Components

    Consider 2 components from vastly different systems:

    System 1. An electronic automatic garage door.Component: Actuator to open and close the door.

    System 2. A Ship Based Theatre Ballistic Missile Air Defence SystemComponent: Actuator to move the missile control fins

    Q1. What information is required to design or select an appropriate actuator for each case?

    Q2. How do you determine that information?

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    Introduction to Systems Engineering

    Further Reading

    System Engineering Fundamentals, October 1999, Defense Systems Management College (DSMC). a more mature version of the traditional systems

    engineering approachmethod sections need significant updating & expanding

    to bring it up to speed words are enlightening; worth a read

    System Engineering Handbook, rel 1.0, Jan 1998, INCOSE.a monsterdefinite bedtime reading

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    Introduction to Systems Engineering

    Further Reading (cont)

    IEEE Std 1220, Trial-Use Standard for Application and Management of the Systems Engineering Process.

    has been around since about 1994 last half describes processes in reasonable detail

    MIL-STD-499B, Systems Engineering, Draft, Sept 1993 never officially seen the light of day.

    EIA-IS-632, Systems Engineering, Dec 1994. originally just 499B in disguise

    (mil speak and shalls removed) official release has been watered down

    BAeA Systems Thinking Guidebook, Issue H, Nov99 same philosophy as this presentation (~250 pgs).

    Part 5: - Integration, Verification and Validation

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    Introduction to Systems Engineering

    Part 5: - Integration, Verification and Validation This Part will examine the integration activities of a

    system and the associated verification: The implementation side of the V model How verification fits in with integration Verification vs validation The inputs required for success

    114

    Introduction to Systems Engineering

    Definitions

    Integration: The merger or combining of two or more lower level elements into a functioning or unified higher level element with the logical and physical interfaces satisfied. (EIA/IS 632)

    Verification: Confirmation by examination and provision of objective evidence that the specified requirements to which an end product is built, coded or assembled have been fulfilled. (EIA 632)

    Validation: Confirmation by examination and provision of objective evidence that the specified intended use of an end product or aggregation of end products is accomplished in an intended usage environment. (EIA 632)

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    Introduction to Systems Engineering

    Require mentsAnal ysis

    Functi ona l Ana l ysis/Allocation

    Synthes is

    Require mentsAnal ysis

    Functi ona l Ana l ysis/Allocation

    Synthes is

    Require mentsAnal ysis

    Functi ona l Ana l ysis/Allocation

    Synthes is

    Require mentsAnal ysis

    Functi ona l Ana l ysis/Allocation

    Synthes is

    Component Implementation

    Require mentsAnal ysis

    Functi ona l Ana l ysis/Allocation

    Synthes is

    Require mentsAnal ysis

    Functi ona l Ana l ysis/Allocation

    Synthes is

    Require mentsAnal ysis

    Functi ona l Ana l ysis/Allocation

    Synthes is

    UnitVerification

    Sub-systemVerification

    SystemVerification

    Integrate Correct

    Integrate Correct

    Integrate Correct

    VerificationCriteria

    VerificationCriteria

    VerificationCriteria

    Design

    Impl

    emen

    t

    The Implementation Leg

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    Introduction to Systems Engineering

    Design for Integration

    Multiple levels of integration and verification Each level corresponds to the design hierarchy The interfaces between all components must be

    defined The interfaces between the system and external

    systems must be defined Engineering models and prototypes can assist the

    design and implementation process

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    Introduction to Systems Engineering

    Verification

    Verification requirements result from requirements analysis

    Functional - Does it do what it has to do Performance - Does it do it as well as it has to Physical - Does it meet the constraints and

    external interfaces

    118

    Introduction to Systems Engineering

    Verification Methods

    Test Demonstration Analysis Inspection

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    Introduction to Systems Engineering

    The system shall display the target position within 1 second of detection.

    The system shall provide wireless data communications between sites.

    All AC power wiring shall conform to AS3000. The radar system shall detect both winged and rotor

    aircraft. The MTBF shall be less than 20,000 hours.

    Examples of Verification Methods

    What verification methods could be used for the following?

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    Introduction to Systems Engineering

    Golden Rules for Verification

    Verify at as low a level as possible Verify as early as possible Balance verification by analysis with testing Address problems as soon as possible Ensure design is testable Verify test and simulation tools

    Success is highly dependent on the effort applied during the design process

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    Introduction to Systems Engineering

    Design and Product Verification

    Design verification ensures that the design meets the requirements if manufactured correctly Full functional and performance verification Detects non-conformance between the product and its

    specification Product verification ensures that the system has been

    manufactured correctly Inspection Production controls Acceptance testing

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    Introduction to Systems Engineering

    Integration and Verification Problems

    Plans must cover what to do if integration problems or verification failures occur

    Corrected at the next level down or design where necessary

    Dealing with COTS Undocumented features Not developed for the environment Defined behaviour and interfaces Support

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    Introduction to Systems Engineering

    Installation and Validation

    Installation into the operational environment Interfaces to external systems may require simulation Uncontrolled environment - validate in phases May involve user training Validation of user manuals May be used to verify operational requirements such

    as availability Must be well planned

    Part 6: - System Analysis and Control

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    Introduction to Systems Engineering

    Requirements Analysis

    Design Loop

    Requirements Loop

    Verification

    System Analysis & Control(Balance)

    Functional Analysis/Allocation

    Synthesis

    Objectives of this Session

    Requirements Analysis

    Design Loop

    Requirements Loop

    Verification

    System Analysis & Control

    (Balance)Functional

    Analysis/Allocation

    Synthesis

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    Introduction to Systems Engineering

    Objectives of this Session

    This Session provide an overview of the management of the Systems Engineering process: Technical reviews and audits Trade studies Technical performance measures Specialty engineering integration Decision database Management of risk, requirements, configuration and

    data

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    Introduction to Systems Engineering

    Technical Reviews and Audits

    Used to measure design progress and maturity Key development milestones Confirmation of completed effort and readiness to

    proceed Depth of review based on complexity of system, sub-

    system or CI being reviewed

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    Introduction to Systems Engineering

    Conducting Reviews

    Event driven Be well prepared - there shouldnt be any surprises Establish success criteria beforehand Review material includes:

    specifications, drawings, design and test data, trade studies, risk analysis, schedules, engineering models, mock ups and prototypes ...

    Follow up review actions quickly

    129

    Introduction to Systems Engineering

    Types of Reviews and Audits

    System Requirements Review (SRR) System Design Review (SDR or SFR) Software Specification Review (SSR) Preliminary Design Review (PDR) Critical Design Review (CDR) Test Readiness Review (TRR) Production Readiness Review (PRR or PAR) Functional Configuration Audit (FCA or SVR) Physical Configuration Audit (PCA)

    130

    Introduction to Systems Engineering

    Analysing Alternatives

    Alternative solutions always exist to every decision Identify the alternatives Select the alternative that is best for the system Best can be defined in terms of measures of

    effectiveness for the system

    131

    Introduction to Systems Engineering

    Trade Studies

    Required to support design decisions Supports functional analysis and allocation Evaluate alternative functional and physical

    architectures Document make/buy and material selection decisions Evaluate environmental factors

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    Introduction to Systems Engineering

    Trade Study Basics

    Establish the study problem:- Develop a problem statement- Identify requirements and constraints- Establish analysis level of detail

    Review inputs:- Check requirements and constraints for completeness and conflicts- Develop customer-team communication

    Select and setup methodology:- Choose trade-off methodology- Develop and quantify criteria, including weights where appropriate

    Identify and select alternatives:- Identify alternatives- Select viable candidates for study

    Analyse results:- Calculate relative value based on chosen methodology- Evaluate alternatives- Perform sensitivity analysis- Select preferred alternative- Re-evaluate results

    Measure performance:- Develop models and measurements of merit- Develop values for viable candidates

    Document process and resultsTaken from the DSMC SystemsEngineering Handbook

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    Introduction to Systems Engineering

    Typical Trade Studies

    System design alternatives: Solar power vs mains power Valve vs solid state transmitters

    Trades one system performance measure against another: Cost/weight Cost/power consumption Reliability/life cycle cost Redundancy/life cycle cost BIT/level of support

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    Introduction to Systems Engineering

    Technical Performance Measures

    Parameters of critical importance or risk Provides early warning of design deficiency or excess

    Achievementto date

    PlannedProfile

    Tolerance Band

    Milestones

    Threshold

    ContractCompletion

    CurrentEstimate

    Variation

    PlannedValue

    TechnicalParameter

    Values

    eg. MTBF

    135

    Introduction to Systems Engineering

    Specialty Engineering

    Identify specialty requirements in the system Assign specialty requirements responsibility Specialty engineers help the Systems Engineer

    understand the requirements Assists with the ilities

    136

    Introduction to Systems Engineering

    Specialty Disciplines

    Human factors Survivability Reliability/maintainability/availability Supportability Electromagnetic compatibility Producability Safety engineering Value/cost engineering Logistics engineering ...

    137

    Introduction to Systems Engineering

    Decision Database

    The decision database is all of the documentation and data that supports the design solution: Trade studies and analyses Requirements traceability Models and simulations Alternative solutions Supporting data

    138

    Introduction to Systems Engineering

    Engineering Management

    Risk management Configuration management Data management Requirements management Technical personnel management Cost and schedule management Technical review and audit program management

  • Introduction to Systems Engineering - Session 2

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    Part 7: - Conclusion

    Importance of Planning

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    Introduction to Systems Engineering

    Objectives of this Session

    This Session provides an overview of the planning that supports the System Engineering process: System Engineering Management Plan (SEMP) Test & Evaluation Master Plan (TEMP) Technical Review and Audit Plan (TRAP) Configuration Management Plan (CMP) Work Breakdown Structure (WBS)

    Wrap up of the course

    141

    Introduction to Systems Engineering

    Why Plan

    Why is Systems Engineering planning so important?:

    Agreement with customer Documents how the BAeA processes will be applied Breaks the work into comprehendible packages Provides guidance to the project team Early warning of problems

    142

    Introduction to Systems Engineering

    SEMP

    Systems Engineering Management Plan (SEMP) Documents the SE methods and organisation to be

    applied to the project Living document reflecting the current stage of the

    design life-cycle DID provided in MIL-STD-499B, IEEE 1220, and

    EIA/IS 632 Must be in accordance with BAeA standard

    procedures

    143

    Introduction to Systems Engineering

    TEMP

    Test and Evaluation Master Plan (TEMP) Documents the planning of all test and trials activities

    Where, when, how and with what resources Establishes the verification methods for customer

    agreement Identifies long lead resources such as specialised test

    equipment and test houses Establishes customer involvement for supply of GFE

    and witnesses References subcontractor and Software Test Plan(s)

    where necessary144

    Introduction to Systems Engineering

    TRAP

    Technical Review and Audit Plan (TRAP) Documents the technical reviews and audits to be

    applied to the project: Applicability Scheduling Entry and completion criteria Standards to be used

    Often incorporated into the SEMP

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    Introduction to Systems Engineering

    CMP

    Configuration Management Plan (CMP) Documents the standards and techniques to be use

    to manage the configuration of all project data Applies to internal documents as well as deliverable

    documents, hardware and software Fully defines the change control process

    146

    Introduction to Systems Engineering

    WBS

    Work Breakdown Structure (WBS) Documents all activities required to complete the

    contracted requirements Links directly to cost and schedule management Breaks the work into manageable pieces

    147

    Introduction to Systems Engineering

    System Engineering Dos and Donts Do:

    Ensure Common Approach Make Maximum Use of Tools Tailor the SE approach to optimize the effort versus

    benefit equation

    Dont Forget the broader picture Ignore the cascade effect of change Spend all your effort on SE Put off the SE effort

    148

    Introduction to Systems Engineering

    Further Reading

    EIA 632 - Process for Engineering a System -Electronic Industries Alliance

    IEEE Std 1220 - Trial-use Standard for Application and Management of the Systems Engineering Process

    System Engineering Handbook - INCOSE 1998 BAeA Systems Thinking Guidebook, Issue H Nov 99

    149

    Introduction to Systems Engineering

    Further Reading cont.

    System Engineering Fundamentals - Defense Systems management College (DSMC), 1999

    Systems Engineering - coping with complexity, Stevens et al, 1998

    Creative Problem Solving - Total Systems Intervention, Flood & Jackson, 1991