Presentation on theme: "System Engineering and Configuration Management in ITER"— Presentation transcript:
1System Engineering and Configuration Management in ITER Pietro Barabaschi, Hans-Werner Bartels, Stefano Chiocchio, John How, Akko Maas, Eric Martin, Bill Spears, Eisuke TadaPresented by Stefano ChiocchioITER JWS
2Synopsis System Engineering and Configuration Management The ITER ChallengesConfiguration management elements and tools in ITERConclusionsIn my talk I will to give an introduction on the scope of SE and CM,Then i will discuss why for ITER these are critical activitiesand then Iwill give an overview on the process and tools that we have adopted in the ITER teamAnd finally I will give my assessment on the current status and futurere needs
3System engineeringThe realization of large civil and industrial construction works,the management of large interconnected systems,big science endeavors, require thatdifferent engineering disciplines and specialized design groups are organised and their efforts converge to the achievement of the common goal.The scope of the SE is to:establish the requirements and physical architecture of the project,manage its development from conceptual to detailed definition, andassess and control its performance.Well first I should explain what we intend for SE and Configuration management.In the second haf of the last century, the experience in realisationof large scientific projecs the running of complex industrial processes and the management of interconnected systems (such as a large network) has emphasized the need to introduce from early phases of the project proper procedures and tools to organize the different engineering disciplines and specialized design groups. This interdisciplinary approach is called Systems Engineering (SE). The scope of the SE is to establish the requirements and physical architecture of the plant, to manage its development into a detailed definition and to assess that the required performances are achieved.
4Relationship between System Engineering and configuration management
5Configuration management The scope of configuration management (CM) is to ensure that:accurate information consistent with the physical and operational characteristics of the project is available at any point of time.The ability to rapidly identify and retrieve this information is vital:to ensure that all participants to the design activity use consistent information,to assess the implication of design changes during the design and construction,to manage the assembly and installation operations,to plan for the maintenance operationsto be able to react to unexpected or emergency situations,to support future upgrades,to safely manage the decommissioning phase.Closely related to system engineering is the activity of configuration management.Its aim is to ensure that accurate information consistent with the physical and operational characteristics of the project is available at any point of time. The ability to rapidly identify and retrieve this information is vital to achieve cost-effective construction, to maintain the configuration of the plant, to be able to react to unexpected events, and to support future upgrades.
6Basic relationship in Config. Management This graph shows the relationship among the different parts of a project, the requirements e.g. the wishes of the final customer or the rules set by the competent authority, the result of the intellectual activity of the design team (the drawings and documents) and the final product e,g, the physiical plants.The CM ail is to ensure the consistency among those at any point in time (eg from the initial conception till the end of the life of the plant)
7SE and CM during the ITER design and construction process Objectives definitionRequirement v performance checkParameters selectionconfig control & assemblyIf we restrict now the look at the design and construction phase we could see how the roles changes during the process.Requirements managementDigital mock-up Clash detectionDefinition of config (envelope) modelsDetailed design definitionIntegrated design definitionConceptual designFunctional designOverall architectureComponent designSystemsIntegrationComponent Procurement & installationOperationTime BarConceptual definitionDetailed designProcurement phaseValue engineeringConcurrent engineeringChange (non conformity) control
8The ITER challenges: The Scientific Mission The Physics parameters are strongly linked to design choicesIt is a First of a Kind Plantmany specialistic skills are requiredbut even more difficult is to find people with a wide knowledge of the entire plant
9The ITER challenges: The Technology The tokamak assemblyvery highly integrated design,small clearances,large number of parts (few millions),few components using well proven fabrication technology.Unusual operational conditions (nuclear, vacuum, cryogenic, magnetic) and processes (e.g. heavy items handling, remote maintenance,etc)The tokamak buildingmany systems,equally important for the mission of the project,not spatially separated,with many functional interfaces.
10The ITER challenges: The Project Organisation International collaboration, multi-cultural environmentDistributed design activitiesCommunicationsConcurrent engineeringProcurement scheme
11Configuration Management Elements in ITER Management of requirementsIdentification of the configurationDocument and project data controlChange controlManagement of interfacesRisk Management
12Management of requirements The Plant Design Specification defines the externally imposed essentially and design indepedent requirements of ITERThe Project Integration Document describes:1) elements of Project Management2) overall machine configuration, basic parameters, configuration tables and operation states,3) general requirements, parameters, loads and interfaces grouped by broad subjects4) main configuration of each systemThe DRG2 (Design Requirements and Guidelines level 2)covers all specific requirements for each systemThis is responsibility of the WBS RO
13The Plant Break-down Structure and the ITER Digital mock-up All systems and parts of the ITER project are organised around a tree structure called PBS (Plant Breakdown structure)Drawings , Documents, procurement and operational data can be accessed by navigating this structure.The management of the 3D models representing the plan is done throuh ENOVIA, (a sotware by Dassault Systemes for the management of the Virtual Product Data)The data stored in Enovia can be accessed by all members of the design team either by active connection or in passive modes using a web based client application . The parts can be visualised, reviewed and relevant information can be retrieved.
14The ITER Documents Management System (IDM) Open Source Software (Zope)ITER Owned and ManagedUse through Internet BrowserPowerful search capabilityEasy (intuitive) useIntegrated workflow with:Signing, approval (electronic signature)CommentsVersionsSecurity settings allowing read/write access to be set by usersOnline and printed users manuals, online bug and feature request forms
15Management of Information: The ITER Tech web site Public WebTechnical Baseline WebPDF Drawing library (Passworded for ITER and Collaborators)ITER Document Management vault (Passworded)Internal ITER Team web (IP and Password protection)Available for ITER Staff, Partners and CollaboratorsGeneric User name and Password
16The ITER design change process Every “proposed” design change is assessed at the system level, first...:Consistency between requirements and design conceptConsistency between design concept and the actual design of each part (at this stage the CAD model of it later the real part)... and then at machine level:Integration issues (management of the interfaces)Impacts on overall performanceImpacts on cost... and if approved by the Technical Coordination meeting a Design Change Request is issued and a number is assigned to it.
18ITER Interfaces Management Process Interface identificationIdentify the interfacing systems, and type of interfaces (geometrical, functional, importance)Interface initial description by cognizant partThe most affected user have the first goInterface reviewsThis is done in parallel to the design reviews of the affected componentsAssessment of the assembly and maintenance implicationsTogether with design review of each systemCreation of Interface description documentsThese documents are integral part of the technical documentation of the procurement specs.Definition of the interface ownership and interface monitoringA clear identification of the responsibility is critical.
19The ITER Interfaces Matrix Colour coding:partner interfaceXnormal interfacecomplex interfacevery complex interfaceThe ITER Interfaces Matrix
20Risks/opportunities management: Issues Identification We started this process end of 2004 with a set of broad scope Design reviews, to initiate a critical review of the status of the design and to organise the further work.The issues cards have been reviewed and prioritized with the IT leader and since then at Technical coordination meetingsIssues can be raised by all People involved in the ITER activities (ITER ORG and ITER PTs/DAs members.The issue are classified according to the WBS structure and the Responsible officer of that activity become the issue RO.About 260 Issue cards have been proposed so far and stored in a database.
21Risks/opportunities management: Issues database The database of all issues are available on the webThe database provides summary of the issues by status and by role of the user,Search functions and possibility to add new issuesButton to add a new issueIssue summary by statusHelp and explanation are provided by S.Chiocchio and C. Capuano.Button to start a search
22Risks/Opportunities Analysis Probability (the likelihood of risk occurrence)High (3) = Very Likely More than 90%Moderate (2) = Likely more than 10% to 90%Low (1) = Not Likely up to 10 %Time ( time to start action or mitigation)Near Term (N) = <3 monthsMid Term (M) = 3 months to 1 yearFar Term (F) = >1 year
23Risks/Opportunities Analysis Risk typeHigh (3)Very likely> 10%Moderate (2)Likely>10% up to 90%Low (1)Unlikely> 90%3Consequence21123LikelihoodLow (1)Moderate (2)High (3)Technicalminor modifications requiredSome adjustments to baseline requiredDescope, or extensive workaround requiredCostless than 1kIUAbetween 1 and 10 kIUAabove 10 kIUAScheduleimpact+week>1month< 6 months> 6monthsHigh: implement new process or change baselineMedium: Aggressively manage considerr alternative processLow: Monitor
24ConclusionsDuring the ITER Transitional Activities (starting in 2001) a large effort and dedication has been spent to ensure that appropriate procedures and tools for the technical management of the project are deployed at the start of the ITER construction.Thanks to the commitment of the few people involved, we have succeeded:in reviewing the present working practices,clarify and envisage future needs,assess different tools available and in use on the markets^,test and deploy the new software,and introduce procedure for the management of designc hange and document management.The systematic approach that we have developed and applied and the tools that we have been using compare favourably with those in use in similar large projects.further effort is neededto be done to:a) to adapt the tools to the new process that the ITER team has to manage, andb) to fully deploy these tools also to the participant teamsc) to apply consistently the interfaces and risk tracking procedures .We believe that this will enable the ITER organization to manage the challenging task ahead.