1. Report on plan to produce an Engineering Design Report
Marc Ross
GDE/Fermilab
09/07/07 FALC Rome
EDR Plan – M. Ross

2. Engineering Design Report
We are at a critical juncture of the ILC.
Two years after the formal formation of the GDE,
the recent completion of the draft Reference Design Report (RDR) marks a major milestone in this truly global effort.
The GDE is now in the process of restructuring itself and making plans for the engineering design phase, leading to the completion of the ILC Engineering Design Report (EDR) in 2010.
09/07/07 FALC Rome
M. Ross, GDE

3. EDR definition
Goal: The primary goal of GDE activities will be to advance
the technology,
the design and
the construction plans for ILC, so that
approval for construction can be sought in ~2010.
EDR will
explain the capabilities of the technology at that time,
will detail the design of the machine and the construction plans, and
will present an updated value estimate.
09/07/07 FALC Rome
M. Ross, GDE

4. Engineering Design phase will include:
Basic R&D to demonstrate that all components can be engineered
R&D into alternative solutions to mitigate remaining risk.
An overall design to allow machine construction to start within 3 years,
selection between high tech options must be made to allow industrialization efforts.
A comprehensive value-engineering exercise must be conducted.
A complete value cost estimate for the machine must be provided, including a funding profile consistent with the project schedule.
A project execution plan must be produced, including a realistic schedule.
Designs for facilities shared between different “area systems”, and for site-specific infrastructure. The designs must include the level of detail needed for regions to estimate the cost to host
All necessary information must be provided to regions to evaluate project technical and financial risks in support of a bid to host.
Any organizational structure implemented for the GDE during the Engineering Design phase must have the flexibility to accommodate this diverse range of activities, while providing effective mechanisms for communication and coordination.
Activities that are research-oriented or more technical in nature will have a very different character from those that are more directed towards planning and costing, and may benefit from different organization.
However, all activities will be related to all other activities in some way, with many complicated dependencies.
Ultimately, everything has to come together in the EDR.

5. Top Priority – Controlling COST
fundamental  containment of the current RDR Value estimate.
potential cost-reduction via good engineering practises
clearly identified in the RDR.
Together with the risk-mitigating prioritised R&D program
the focus of the EDR work.
09/07/07 FALC Rome
M. Ross, GDE

6. Industrialization
Second focus: increasing direct involvement of industries
Preparation for mass production
is a critical issue for key technologies,
understanding how individual countries can contribute in-kind
This must be achieved on a truly worldwide basis,
Intend to follow free-market
including seeking out and developing potential (new) industrial bases
Example  India
MOD
09/07/07 FALC Rome
M. Ross, GDE

7. Our Community – global basis:
The GDE is committed to these goals
as a global project,
building on the success of the RDR.
The GDE must also
ensure that internal momentum is maintained and
foster continued growth in the enthusiasm and commitment of the international ILC community.
09/07/07 FALC Rome
M. Ross, GDE

8. Prioritization for EDR
Based on:
Technical risk mitigation
Cost risk mitigation
Cost reduction
Preparation
Not in the above order:
Quantitative evaluation possible based on RDR Value estimate and plan
Mechanism?
Define proposed Work Packages,
Build Work Breakdown Structure
Secure institutional/funding agency consensus
RDR risk
assessment
09/07/07 FALC Rome
M. Ross, GDE

9. Getting Started on the EDR:
Re-organize ourselves toward the EDR
Project management-based structure,
Definition, scope and resources
Examine RDR & plan EDR  a starting point
Multi-day technical meetings planned
Internally controlled process
Design work and technical R&D
09/07/07 FALC Rome
M. Ross, GDE

10. RDR provides guidance
The RDR provides a design and a value estimate that is parametric in nature,
allows us to identify the cost drivers and the technical risks;
critical in prioritizing both engineering and R&D,
primary cost drivers:
SCRF linac technology
CFS,
~70% of the ILC value estimate.
These two will be a major focus during the EDR
09/07/07 FALC Rome
M. Ross, GDE

11. EDR Objectives – Main Linac Technology:
Complete the critical R&D as identified by the R & D Board task forces.
Coordinate/monitor industrialization efforts
Identify a plan for consolidating design work
Identify ways in which the maximum benefit can be obtained from the European XFEL project
Formally launched June 5, 2007
09/07/07 FALC Rome
M. Ross, GDE

12. EDR Objectives: Conventional Facilities & Siting (CFS)
CF/S has been identified as an RDR cost driver;
expected to yield cost reduction through “value” engineering.
Complicated via site/regional dependencies:
Need to delineate global/generic engineering and site/region-specific engineering;
Both categories to be clearly identified in WBS.
Primary EDR Goals:
iteration of CF/S requirements with accelerator designers/engineers (‘value engineering’);
Detailed evaluation of alternative solutions (e.g. shallow site);
Prepare critical information for specific site selection / development;
Lack of an agreed-upon single site is a significant problem
09/07/07 FALC Rome
M. Ross, GDE

13. EDR Objectives: Accelerator Systems
Define performance-driven specifications for the accelerator components and infrastructure
Iterate cost/performance trade-offs
CF/S will be a focus;
Demonstrate that the accelerator design fulfills the required performance goals in a cost-effective way;
by demonstration via critical R&D;
by simulation;
Maintain a risk register, and develop alterative fall-back solutions.
09/07/07 FALC Rome
M. Ross, GDE

14. Restructuring the GDE Project Management for the EDR Phase
Devised along functional lines
(instead of institutional or regional…)
Many WP’s will have strong institutional center
With strong internationally balanced leadership
Relationship between Project and Institute through a series of ‘Memoranda’
Defines a Work Package for a given Institution
we must be extremely careful to develop and maintain inter-regional consensus/balance
MOD
09/07/07 FALC Rome
M. Ross, GDE

15. ILC Project Management
Global focus
Role of the project managers in relation to the regional directors:
Project Managers are responsible for
Leading the worldwide technical development effort
efficiently and effectively
Setting technical direction and executing the project toward realization of the ILC
Regional Directors are responsible for
Promoting, seeking funding and authorization of the international cooperative program.
09/07/07 FALC Rome
M. Ross, GDE

16. ILC Project Management as a proposal for the organization toward EDRV
ILC Project Management as a proposal for the organization toward EDR
ILC Council (ILCSC)
Funding Agencies and Institutions
Global Design Effort
Director’s Office
Director: B. Barish
assisted by Project Managers:
M. Ross*, N. Walker, A. Yamamoto
Board
- Accelerator Advisory
- RD sub-panel
- Design & Industr. SubP.
Executive Committee
Director, Reg. Directors,
Accelerator Experts, PMs
Regional Leadership
(by Regional Directors)
- Funding and Authorization
Technical Leadership (by Project Managers)
- Engineering Design and R&D
Asiay
M. Nozaki US
M. Harrison
Europe
B. Foster
Tech. Sys.
A. Yamamoto
Global Sys.
M. Ross
Accel. Sysy
N. Walker
P. M. Officey
N. Walker
Many Tasks
Instit. ….
Institution
Institution
Institution
Instit. ….
09/07/07 FALC Rome
M. Ross, GDE

17. EDR Project Management
09/07/07 FALC Rome
M. Ross, GDE

18. EDR Organization clear lines of authority and responsibility
Project Managers responsible and have authority
To define and allocate Work Packages
effectively connect tasks with human and financial resources (often from multiple sources across the regions).
transparent mechanisms to establish and communicate high-level goals and objectives,
maintain a strong international collaboration in the absence of centralized funding.
09/07/07 FALC Rome
M. Ross, GDE

19. Managing a non-centrally funded project:
technical
green indicates a commitment:
institute will deliver
MoUs facilitate connection:
Project Management (authority and responsibility) and institutions (funding and resources).
The ‘C’  coordinating role in a WP
Each WP has only one coordinator.
09/07/07 FALC Rome
M. Ross, GDE

20. Memoranda of Understanding
Until we have central funding, the GDE must continue to seek its resources indirectly via the institutes forming the collaboration.
Responsibilities for delivering a WP must be formally agreed upon between the GDE Project Management and the corresponding institute via MoU.
The institutes are then responsible for obtaining the necessary resources for the task from their funding sources (agencies).
The process by which the WPs are defined, and the allocation of institutes to carry out those WPs through MoUs, must be an open and transparent process allowing all interested parties to make a proposal to carry out the work and to understand and accept the criteria used in decision making.
09/07/07 FALC Rome
M. Ross, GDE

21. Resources SCRF ‘Centers of Excellence’ in each region
KEK, FNAL/ANL, DESY
Infrastructure and key staff ready for EDR
Supports R & D and development of industry
ILC Design and Engineering expertise in each region
CERN has unique expertise in large scale civil engineering, mass production of cryogenic components and cryogenic systems
A very important resource for EDR
09/07/07 FALC Rome
M. Ross, GDE

22. 2007/08 – EDR Timeline FALC ILCSC 05/07 10/07 03/08 06/08 DESY ILC2007
PM Team
announcement
FNAL GDE
meeting
Tohoku GDE meeting
EDR ‘Kick Off’ Meetings
EU GDE meeting
EDR R & D Meetings
09/07/07 FALC Rome
M. Ross, GDE

23. 2007/08 EDR Milestones May – Project Managers announced:
Akira Yamamoto (KEK)
Marc Ross (Fermilab) chair
Nick Walker (DESY)
Aug. – Korea ILCSC PM submission
Aug. to Oct. – EDR Kick Off Meetings
Oct – DRAFT Work Packages / WBS
Fermilab ILC GDE meeting
Jan. to Feb. 08 – EDR R & D Meetings
March 2008 – Tohoku ILC Meeting
EDR organization in place (WBS, MoU drafts)
09/07/07 FALC Rome
M. Ross, GDE

24. Conclusion GDE transition from RDR to EDR is underway
EDR phase will benefit from:
Strong, steady support from funding agencies
Institutional commitment to further develop collaborations
A commitment to unify and strengthen governance
09/07/07 FALC Rome
M. Ross, GDE