Flexibility, Adaptability, Scalability, and Robustness for Maintaining System Lifecycle Value

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9.4.3 Defining System ability: Reconciling Flexibility, Adaptability, Scalability, and Robustness for Maintaining System Lifecycle Value Dr. Adam M. Ross, Dr. Donna H. Rhodes, and Prof. Daniel E. Hastings INCOSE International Symposium Session 9, Track 4 Wednesday, June 27, 2007

Meeting Customer Needs Goal of design is to create value (profits, usefulness, happiness, etc ) Requirements capture a mapping of needs to specifications to guide design seari.mit.edu 2007 Massachusetts Institute of Technology 2

Deploying a Valuable System Contexts change seari.mit.edu 2007 Massachusetts Institute of Technology 3

Meeting Customer Needs (cont.) Goal of design is to create value (profits, usefulness, happiness, etc ) Requirements People change capture their minds a mapping of needs to specifications To continue to to deliver guide value, design systems may need to change as well seari.mit.edu 2007 Massachusetts Institute of Technology 4

LAI/AF Systems Engineering for Robustness Workshop Washington, DC in June 2004 According to Dr. Marvin Sambur, Systems Engineering for Robustness means developing systems that are Capable of adapting to changes in mission and requirements Expandable/scalable, and designed to accommodate growth in capability Able to reliably function given changes in threats and environment Effectively/affordably sustainable over their lifecycle Developed using products designed for use in various platforms and systems Easily modified to leverage new technologies Robustness scope expanded beyond classical robustness Experts questioned What does it mean? How can it be measured/analyzed? Who is going to pay for it? How can designers account for this new robustness? seari.mit.edu 2007 Massachusetts Institute of Technology 5

ability = New Robustness? State 1 agent Cost for change State 2 What is change? Defined by differences Necessity of time Three aspects to change process agent ( who caused change, force instigator) mechanism (how changed, including cost ) effect (what changed, State 2 State 1 ) All things change, but some things are more changeable than others seari.mit.edu 2007 Massachusetts Institute of Technology 6

The Aspects of Agent Mechanism Effect aspects can be used to classify the change type seari.mit.edu 2007 Massachusetts Institute of Technology 7

Flexibility vs. Adaptability: Agent Origin Flexible -type (Outside System) Adaptable -type (Inside System) Agent Mechanism Effect seari.mit.edu 2007 Massachusetts Institute of Technology 8

Will revisit in a few slides How to : Mechanism Agent Mechanism Effect seari.mit.edu 2007 Massachusetts Institute of Technology 9

Robustness, Scalability, Modifiability: Effect Robust (No change) Scalable (Parameter level) Modifiable (Parameter set) Agent Mechanism Effect seari.mit.edu 2007 Massachusetts Institute of Technology 10

Types of : Robustness X Constant X goal Inputs Inputs No change in perceived value Robust A box can be quantified in terms of robust in X i to Input change (i.e., can X i remain constant over range of Input?) seari.mit.edu 2007 Massachusetts Institute of Technology 11

Types of s: Scalability U U 2 U 1 in parameter level Now (state 1) X 1 X 2 X Later (state 2) Scalable A box can be quantified in terms of scalable in X i (i.e., can X i be changed from X i 1 to Xi 2?) seari.mit.edu 2007 Massachusetts Institute of Technology 12

Types of s: Modifiability X 1 X 2 in parameter set X 5 Now (state 1) Later (state 2) X 3 X 4 U=f(X 1,X 2,X 3,X 4 ) U =f(x 1,X 2,X 3,X 4,X 5 ) Modifiable A box can be quantified in terms of modifiable in X i (i.e., can X i be added to or deleted from the parameter set?) seari.mit.edu 2007 Massachusetts Institute of Technology 13

Agents and Effects ability Agent agent origin Internal (Adaptable) None (Rigid) External (Flexible) + Effect effect type None (Robust) Parameter level (Scalable) Parameter set (Modifiable) agents and effects are used to classify the change type what about change mechanisms? seari.mit.edu 2007 Massachusetts Institute of Technology 14

Mechanism Cost?? 1 2 requires a mechanism to link beginning and end states seari.mit.edu 2007 Massachusetts Institute of Technology 15

Mechanism Cost 1 2 3 1 2 4 mechanisms specify paths between states Many paths may link the same two states seari.mit.edu 2007 Massachusetts Institute of Technology 16

Summarized ability Agent Effect type Internal (Adaptable) None (Rigid) External (Flexible) None (Robust) Parameter level Parameter set (Scalable) (Modifiable) + Ways to change Cost Mechanism 1 2 3 1 2 4 Number of mechanisms is a partial measure of changeability Now that changeability is defined how can it be used to evaluate systems? seari.mit.edu 2007 Massachusetts Institute of Technology 17

Tradespaces Defined Firm Designer Customer User Value-driven design Value Concept Attributes Analysis Design Variables Utility Cost Tradespace: {Design,Attributes} {Cost,Utility} DESIGN VARIABLES: Design trade parameters Orbital Parameters Apogee Altitude (km) Perigee Altitude (km) Orbit Inclination (deg) Spacecraft Parameters Antenna Gain Communication Architecture Propulsion Type Power Type Total Delta V Cost, Utility Total Lifecycle Cost ($M2002) ATTRIBUTES: Design decision metrics Data Lifespan (yrs) Equatorial Time (hrs/day) Latency (hrs) Latitude Diversity (deg) Sample Altitude (km) Each point is a specific design Assessment of cost and utility of large space of possible system designs seari.mit.edu 2007 Massachusetts Institute of Technology 18

Tradespace Networks Utility Utility Transition rules Cost Cost Tradespace designs = nodes Applied transition rules = arcs Cost 1 2 3 1 2 4 Transition rules are mechanisms to change one design into another The more outgoing arcs, the more potential change mechanisms seari.mit.edu 2007 Massachusetts Institute of Technology 19

Determining ability The Question: Is the system? The Answer: It depends! (Flexible, Adaptable, Robust, Scalable, Modifiable, able, Rigid, etc ) The question of changeability is partly subjective: Is the cost for change acceptable? Yes No 10 0 10 1 10 2 10 3 10 4 10 5 10 6 Cost or Time seari.mit.edu 2007 Massachusetts Institute of Technology 20

objective Outdegree # outgoing arcs from a given node ability Metric: Filtered Outdegree subjective Filtered Outdegree # outgoing arcs from design at acceptable cost (measure of changeability) OD(<C) OD(< Ĉ ) R K+1 R K R K+1 OD K <Ĉ >Ĉ >Ĉ OD( Ĉ ) Outdegree Ĉ Subjective Filter Cost C Filtered outdegree is a measure of the apparent changeability of a design seari.mit.edu 2007 Massachusetts Institute of Technology 21

Putting it all Together: Assessing ability 1. Specify subjective acceptability scale Yes No 10 0 10 1 10 2 10 3 10 4 10 5 10 6 Resources needed (i.e., Cost or Time) 2. Specify origin of change agent agent: External (Flexible), Internal (Adaptable), None (Rigid) 3. Specify desired change effect Desire change in for ility metric resource Scalable Modifiable X i Cost Time Desire no change in to ility metric perturb. Robust X i Rank (Pareto Efficient) DV Constraints Cost/Time Const. Preference set 4. Perform dynamic tradespace analysis (calculate changeability metrics) OD(<C) seari.mit.edu 2007 Massachusetts Institute of Technology 22 ability OD(< Ĉ ) ĈĈ Acceptable cost C

Ex: Desiring No : Value Robustness 1 2 3 4 Preferences t=1 U(3)>U(2)>U(1)>U(4) Preferences t=2 Attribute k i Size 0.5 Loudness 0.2 U(4)>U(2)>U(3)>U(1) big>small loud>quiet red>gray>black Attribute k i Size 0.5 Loudness 0.2 Color 0.6 Attribute priority New Choose 3 3? Choose 44 If switching costs are high, option 2 may be better choice (i.e. robust in value) Clever designs, or changeable designs can achieve value robustness seari.mit.edu 2007 Massachusetts Institute of Technology 23

Achieving Value Robustness Research suggests two strategies for Value Robustness Active Passive New Context Drivers External Constraints Design Technologies Value expectations Utility T 1 T 2 Epoch 1 Epoch 2 1. Passive Choose clever designs that remain high value Quantifiable: Pareto Trace number 2. Active Choose changeable designs that can deliver high value when needed Quantifiable: Filtered Outdegree seari.mit.edu 2007 Massachusetts Institute of Technology 24 0 Utility Time S 1,b State 1 S 1,e S 2,b State 2 S 2,e DV 2 DV 1 DV 2 =DV 1 Cost U Cost Value robust designs can deliver value in spite of inevitable context change

Conclusion includes three aspects agent mechanism effect taxonomy links agents and effects mechanism drives filtered outdegree Quantifiable filtered outdegree couples both objective and subjective measures ability can be used as an explicit and consistent metric for designing systems Designed for changeability, systems will be empowered to become value robust, delivering value in spite of context and preference changes seari.mit.edu 2007 Massachusetts Institute of Technology 25

Thank you for your attention! Any questions? For further details on topic please see: Ross, Adam M., Managing Unarticulated Value: ability in Multi-Attribute Tradespace Exploration. Cambridge, MA: MIT. PhD in Engineering Systems. 2006.