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Status of Systems Engineering Handbook
Fifth Edition
AISE Annual Event
26th October 2022
Dave WALDEN, ESEP – INCOSE SE Handbook Editor-in-Chief (EIC) (Americas Sector)
Tom SHORTELL, CSEP – INCOSE SE Handbook Deputy EIC (Americas Sector)
Garry ROEDLER, ESEP – INCOSE SE Handbook Editor (Americas Sector)
Bernardo DELICADO, ESEP – INCOSE SE Handbook Editor (EMEA Sector)
Odile MORNAS, ESEP – INCOSE SE Handbook Editor (EMEA Sector)
David ENDLER, ESEP – INCOSE SE Handbook Editor (EMEA Sector)
YIP Yew-Seng, CSEP – INCOSE SE Handbook Editor (Asia Oceania Sector)
Handbook Overview www.incose.org 1
Copyright ©2022 by The Handbook Editorial Team. Permission granted to INCOSE to publish and use.
Topics
• What is the INCOSE SE Handbook?
• Top-level schedule
• Summary of the Fifth Edition requirements
• Updated Fifth Edition architecture & design
• Status & plans
• Q&A
Handbook Overview www.incose.org 2
Topics
• What is the INCOSE SE Handbook?
• Top-level schedule
• Summary of the Fifth Edition requirements
• Updated Fifth Edition architecture & design
• Status & plans
• Q&A
Handbook Overview www.incose.org 3
The INCOSE SE Handbook
• The INCOSE SE Handbook (SEH)
• Reflects the state-of-the-good-practice of Systems Engineering
• Defines the discipline and practice of systems engineering (SE)
• Based on ISO/IEC/IEEE 15288
• Further elaborates the processes and activities to execute the processes
• Inputs from the entire INCOSE Technical Community
• Serves as a reference of practices and methods that have proven beneficial to
the SE community at large
• Fourth Edition published in July 2015
• Fifth Edition to be published in July 2023
4
Handbook Overview www.incose.org
The SEH serves as the basis for the INCOSE CSEP & ASEP exams
Topics
• What is the INCOSE SE Handbook?
• Top-level schedule
• Summary of the Fifth Edition requirements
• Updated Fifth Edition architecture & design
• Status & plans
• Q&A
Handbook Overview www.incose.org 5
INCOSE SE Handbook 5E Schedule
IS20 IW21 IS21 IW22 IS22 IW23
Final Edit, Review,
Updates, & Approval Release of SEH5E
@ IS23
Publish
2021 2023
2022
IW20
IW19 IS19
2020
2019
Strategic Planning & Gather Inputs
Updated
Inputs
Comment
Dispostion
Prototype V&V
TechOps Reviews
Chapter Reviews
IPC Review
Initial Inputs &
Prototype Build
Finalize Rqmts
and Arch & Des
Initial
Acceptance
of SEH5E TPP
Final
Acceptance
of SEH5E TPP
ISO/IEC/IEEE 15288:202x
Ad Hoc
Report
CD1 CD2 DIS FDIS Publication
Handbook Overview www.incose.org 6
254 Reviewers
1264 Comments
Over 100 WG & SMEs
Authors Engaged
Published
Through Wiley
Aligned with the
15288 Update
INCOSE CAB
23 Responses
Survey
INCOSE CAG
16 Inputs
INCOSE WGs
27 Responses
INCOSE Fellows
13 Responses
Certification Training
Providers
3 Responses
Topics
• What is the INCOSE SE Handbook?
• Top-level schedule
• Summary of the Fifth Edition requirements
• Updated Fifth Edition architecture & design
• Status & plans
• Q&A
Handbook Overview www.incose.org 7
INCOSE SEH5E Driving Stakeholder Requirements
• Shall reflect the “state-of-the-good-practice” in Systems Engineering
• Defined by the INCOSE WGs, where applicable
• Consistent with international standards
• Include the “mature” topics of the SEBoK
• Include other relevant good practice (e.g., textbooks, articles)
• Shall be aligned with ISO/IEC/IEEE 15288
• Should be aligned with the SEBoK
• Should be aligned with INCOSE products
• Shall serve as the basis of the INCOSE certification program exam
• Shall be domain/industry independent
• But should show guidance for different domains
• Shall be country/culture independent
• Should be a “reasonable” size (however, no explicit page limitation)
• “Appropriate treatment” of SE topics based on “relative importance”
• “Equal” treatment of “similar” topics (e.g., each ility approx. the same)
• Cover the fundamentals of what a certified SE should know
• Reference more detailed INCOSE products
Handbook Overview www.incose.org 8
Topics
• What is the INCOSE SE Handbook?
• Top-level schedule
• Summary of the Fifth Edition requirements
• Updated Fifth Edition architecture & design
• Status & plans
• Q&A
Handbook Overview www.incose.org 9
APPLICATION OF THE
INCOSE SYSTEMS ENGINEERING HANDBOOK
IN AUTOMOTIVE
“Core handbook” with a set of optional
domain application “annexes/volumes”
Handbook Overview www.incose.org 10
FIFTH EDITION
APPLICATION OF THE
INCOSE SYSTEMS ENGINEERING HANDBOOK
IN BIOMEDICAL AND HEALTHCARE
FIRST EDITION
FIRST EDITION
www.incose.org 11
Part I - Systems Engineering
introduction
Part II - System Life Cycle
Concepts, Models and Processes
Part III - Life Cycle Analyses and
Methods
Part V - Systems Engineering in
Practice
Part VI - Case Studies
Part IV - Tailoring and
Application Considerations
Front Matter
3.1 Quality Characteristics and
Approaches
3.1.1 Introduction to Quality
Characteristics
3.1.2 Affordability Analysis
3.1.3 Agility Engineering
3.1.4 Human Systems Integration
3.1.5 Interoperability Analysis
3.1.6 Logistics Engineering
3.1.7 Manufacturability/Producibility
Analysis
3.1.8 Reliability, Availability,
Maintainability Engineering
3.1.9 Resilience Engineering
3.1.10 Sustainability Engineering
3.1.11 System Safety Engineering
3.1.12 System Security Engineering
3.1.13 Loss-Driven Systems Engineering
3.2 Systems Engineering Analysis and
Methods
3.2.1 Modeling, Analysis, and Simulation
3.2.2 Prototyping
3.2.3 Traceability
3.2.4 Interface Management
3.2.5 Architecture Frameworks
3.2.6 Patterns
3.2.7 Design Thinking
3.2.8 Natural Systems and Biomimicry
1.1 What is Systems Engineering?
1.2 Why is Systems Engineering
Important?
1.3 Systems Concepts
1.3.1 System Boundary and the System of
Interest (SoI)
1.3.2 Emergence
1.3.3 Enabling Systems, Interoperating
Systems, and Interfacing Systems
1.3.4 System Innovation Ecosystem
1.3.5 The Hierarchy within A System
1.3.6 Systems States and Modes
1.3.7 Complexity
1.4 Systems Engineering Foundations
1.4.1 Uncertainty
1.4.2 Cognitive Bias
1.4.3 Systems Engineering Principles
1.4.4 Systems Engineering Heuristics
1.5 System Science and Systems
Thinking
5.1 Systems Engineering
Competencies
5.1.1 Systems Engineering Professional
Competencies
5.1.2 Technical Leadership
5.1.3 Ethics
5.1.4 Other Professional Competencies
and Soft Skills
5.2 Diversity, Equity, and Inclusion
5.3 Systems Engineering
Relationships to other Disciplines
5.3.1 SE and Software Engineering (SWE)
5.3.2 SE and Hardware Engineering (HWE)
5.3.3 SE and Project Management (PM)
5.3.4 SE and Industrial Engineering (IE)
5.3.5 SE and Operations Research (OR)
5.4 Digital Engineering
5.5 Systems Engineering
Transformation
5.6 Future of SE
2.1 Life Cycle Terms and Concepts
2.1.1 Life Cycle Characteristics
2.1.2 Typical Life Cycle Stages
2.1.3 Decision Gates
2.3 System Life Cycle Processes
2.3.1 Introduction to the System Life Cycle
Processes
2.3.1.1 Format and Conventions
2.3.1.2 Concurrency, Iteration, and
Recursion
2.3.2 Agreement Processes
2.3.3 Organizational Project Enabling
Processes
2.3.4 Technical Management Processes
2.3.5 Technical Processes
2.2 Life Cycle Models
2.2.1 Sequential Methods
2.2.2 Incremental and Iterative Methods
2.2.3 Technical Reviews and Audits
4.2 SE Methodology / Approach
Considerations
4.2.1 Model-Based SE
4.2.2 Agile Systems Engineering
4.2.3 Lean Systems Engineering
4.2.4 Product Line Engineering (PLE)
4.1 Tailoring Considerations
4.3 System Types Considerations
4.3.1 Greenfield/Clean Sheet Systems
4.3.2 Brownfield/Legacy Systems
4.3.3 Commercial-off-the-Shelf (COTS)-
Based Systems
4.3.4 Software-Intensive Systems
4.3.5 Cyber-Physical Systems (CPS)
4.3.6 System of Systems (SoS)
4.3.7 Internet of Things (IoT)/Big Data-
Driven Systems
4.3.8 Service Systems
4.3.9 Enterprise Systems
4.4 Application of Systems
Engineering for Specific Product
Sector or Domain Application
4.4.1 Automotive Systems
4.4.2 Biomedical and Healthcare Systems
4.4.3 Commercial Aerospace Systems
4.4.4 Defense Systems
4.4.5 Infrastructure Systems
4.4.6 Oil & Gas Systems
4.4.7 Power & Energy Systems
4.4.8 Space Systems
4.4.9 Telecommunication Systems
4.4.10 Transportation Systems
6.1 Case 1: Radiation Therapy—The
Therac‐25
6.2 Case 2: Joining Two Countries—The
Øresund Bridge
6.3 Case 3: Cybersecurity Considerations
in Systems Engineering—The Stuxnet
Attack on a Cyber‐Physical System
6.4 Case 4: Design for Maintainability—
Incubators
6.5 Case 5: Artificial Intelligence in
Systems Engineering - Autonomous
Vehicles
6.6 Other case studies
Appendices
Topics
• What is the INCOSE SE Handbook?
• Top-level schedule
• Summary of the Fifth Edition requirements
• Updated Fifth Edition architecture & design
• Status & plans
• Q&A
Handbook Overview www.incose.org 12
Handbook Fifth Edition Status & Plans
• A focused final review 21st September – 6th October 2022
• This is not a “detailed technical review”, but rather an overarching review for consistency,
balance, and general readability from the perspective of key INCOSE review groups : TechOps
& IPC/Pubs, Service Ops, BoD, CAG, CAB, MarCom, Translation Chapters, and Accessibility.
• All comments from final review Dispositioned by Editorial Team (coordinated
with authors/SMEs, if needed) – 28th October 2022
• INCOSE deadline to get inputs to Wiley by 4th November 2022
• On schedule for a publication date no later than IS23 (July 2023)
Handbook Overview www.incose.org 13
The INCOSE SEH 5E continues to move along at a good pace and on schedule
Q&A
Handbook Overview www.incose.org 14

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status of INCOSE Systems Engineering Handbook 5th Edition - AISE Annual Event

  • 1. Status of Systems Engineering Handbook Fifth Edition AISE Annual Event 26th October 2022 Dave WALDEN, ESEP – INCOSE SE Handbook Editor-in-Chief (EIC) (Americas Sector) Tom SHORTELL, CSEP – INCOSE SE Handbook Deputy EIC (Americas Sector) Garry ROEDLER, ESEP – INCOSE SE Handbook Editor (Americas Sector) Bernardo DELICADO, ESEP – INCOSE SE Handbook Editor (EMEA Sector) Odile MORNAS, ESEP – INCOSE SE Handbook Editor (EMEA Sector) David ENDLER, ESEP – INCOSE SE Handbook Editor (EMEA Sector) YIP Yew-Seng, CSEP – INCOSE SE Handbook Editor (Asia Oceania Sector) Handbook Overview www.incose.org 1 Copyright ©2022 by The Handbook Editorial Team. Permission granted to INCOSE to publish and use.
  • 2. Topics • What is the INCOSE SE Handbook? • Top-level schedule • Summary of the Fifth Edition requirements • Updated Fifth Edition architecture & design • Status & plans • Q&A Handbook Overview www.incose.org 2
  • 3. Topics • What is the INCOSE SE Handbook? • Top-level schedule • Summary of the Fifth Edition requirements • Updated Fifth Edition architecture & design • Status & plans • Q&A Handbook Overview www.incose.org 3
  • 4. The INCOSE SE Handbook • The INCOSE SE Handbook (SEH) • Reflects the state-of-the-good-practice of Systems Engineering • Defines the discipline and practice of systems engineering (SE) • Based on ISO/IEC/IEEE 15288 • Further elaborates the processes and activities to execute the processes • Inputs from the entire INCOSE Technical Community • Serves as a reference of practices and methods that have proven beneficial to the SE community at large • Fourth Edition published in July 2015 • Fifth Edition to be published in July 2023 4 Handbook Overview www.incose.org The SEH serves as the basis for the INCOSE CSEP & ASEP exams
  • 5. Topics • What is the INCOSE SE Handbook? • Top-level schedule • Summary of the Fifth Edition requirements • Updated Fifth Edition architecture & design • Status & plans • Q&A Handbook Overview www.incose.org 5
  • 6. INCOSE SE Handbook 5E Schedule IS20 IW21 IS21 IW22 IS22 IW23 Final Edit, Review, Updates, & Approval Release of SEH5E @ IS23 Publish 2021 2023 2022 IW20 IW19 IS19 2020 2019 Strategic Planning & Gather Inputs Updated Inputs Comment Dispostion Prototype V&V TechOps Reviews Chapter Reviews IPC Review Initial Inputs & Prototype Build Finalize Rqmts and Arch & Des Initial Acceptance of SEH5E TPP Final Acceptance of SEH5E TPP ISO/IEC/IEEE 15288:202x Ad Hoc Report CD1 CD2 DIS FDIS Publication Handbook Overview www.incose.org 6 254 Reviewers 1264 Comments Over 100 WG & SMEs Authors Engaged Published Through Wiley Aligned with the 15288 Update INCOSE CAB 23 Responses Survey INCOSE CAG 16 Inputs INCOSE WGs 27 Responses INCOSE Fellows 13 Responses Certification Training Providers 3 Responses
  • 7. Topics • What is the INCOSE SE Handbook? • Top-level schedule • Summary of the Fifth Edition requirements • Updated Fifth Edition architecture & design • Status & plans • Q&A Handbook Overview www.incose.org 7
  • 8. INCOSE SEH5E Driving Stakeholder Requirements • Shall reflect the “state-of-the-good-practice” in Systems Engineering • Defined by the INCOSE WGs, where applicable • Consistent with international standards • Include the “mature” topics of the SEBoK • Include other relevant good practice (e.g., textbooks, articles) • Shall be aligned with ISO/IEC/IEEE 15288 • Should be aligned with the SEBoK • Should be aligned with INCOSE products • Shall serve as the basis of the INCOSE certification program exam • Shall be domain/industry independent • But should show guidance for different domains • Shall be country/culture independent • Should be a “reasonable” size (however, no explicit page limitation) • “Appropriate treatment” of SE topics based on “relative importance” • “Equal” treatment of “similar” topics (e.g., each ility approx. the same) • Cover the fundamentals of what a certified SE should know • Reference more detailed INCOSE products Handbook Overview www.incose.org 8
  • 9. Topics • What is the INCOSE SE Handbook? • Top-level schedule • Summary of the Fifth Edition requirements • Updated Fifth Edition architecture & design • Status & plans • Q&A Handbook Overview www.incose.org 9
  • 10. APPLICATION OF THE INCOSE SYSTEMS ENGINEERING HANDBOOK IN AUTOMOTIVE “Core handbook” with a set of optional domain application “annexes/volumes” Handbook Overview www.incose.org 10 FIFTH EDITION APPLICATION OF THE INCOSE SYSTEMS ENGINEERING HANDBOOK IN BIOMEDICAL AND HEALTHCARE FIRST EDITION FIRST EDITION
  • 11. www.incose.org 11 Part I - Systems Engineering introduction Part II - System Life Cycle Concepts, Models and Processes Part III - Life Cycle Analyses and Methods Part V - Systems Engineering in Practice Part VI - Case Studies Part IV - Tailoring and Application Considerations Front Matter 3.1 Quality Characteristics and Approaches 3.1.1 Introduction to Quality Characteristics 3.1.2 Affordability Analysis 3.1.3 Agility Engineering 3.1.4 Human Systems Integration 3.1.5 Interoperability Analysis 3.1.6 Logistics Engineering 3.1.7 Manufacturability/Producibility Analysis 3.1.8 Reliability, Availability, Maintainability Engineering 3.1.9 Resilience Engineering 3.1.10 Sustainability Engineering 3.1.11 System Safety Engineering 3.1.12 System Security Engineering 3.1.13 Loss-Driven Systems Engineering 3.2 Systems Engineering Analysis and Methods 3.2.1 Modeling, Analysis, and Simulation 3.2.2 Prototyping 3.2.3 Traceability 3.2.4 Interface Management 3.2.5 Architecture Frameworks 3.2.6 Patterns 3.2.7 Design Thinking 3.2.8 Natural Systems and Biomimicry 1.1 What is Systems Engineering? 1.2 Why is Systems Engineering Important? 1.3 Systems Concepts 1.3.1 System Boundary and the System of Interest (SoI) 1.3.2 Emergence 1.3.3 Enabling Systems, Interoperating Systems, and Interfacing Systems 1.3.4 System Innovation Ecosystem 1.3.5 The Hierarchy within A System 1.3.6 Systems States and Modes 1.3.7 Complexity 1.4 Systems Engineering Foundations 1.4.1 Uncertainty 1.4.2 Cognitive Bias 1.4.3 Systems Engineering Principles 1.4.4 Systems Engineering Heuristics 1.5 System Science and Systems Thinking 5.1 Systems Engineering Competencies 5.1.1 Systems Engineering Professional Competencies 5.1.2 Technical Leadership 5.1.3 Ethics 5.1.4 Other Professional Competencies and Soft Skills 5.2 Diversity, Equity, and Inclusion 5.3 Systems Engineering Relationships to other Disciplines 5.3.1 SE and Software Engineering (SWE) 5.3.2 SE and Hardware Engineering (HWE) 5.3.3 SE and Project Management (PM) 5.3.4 SE and Industrial Engineering (IE) 5.3.5 SE and Operations Research (OR) 5.4 Digital Engineering 5.5 Systems Engineering Transformation 5.6 Future of SE 2.1 Life Cycle Terms and Concepts 2.1.1 Life Cycle Characteristics 2.1.2 Typical Life Cycle Stages 2.1.3 Decision Gates 2.3 System Life Cycle Processes 2.3.1 Introduction to the System Life Cycle Processes 2.3.1.1 Format and Conventions 2.3.1.2 Concurrency, Iteration, and Recursion 2.3.2 Agreement Processes 2.3.3 Organizational Project Enabling Processes 2.3.4 Technical Management Processes 2.3.5 Technical Processes 2.2 Life Cycle Models 2.2.1 Sequential Methods 2.2.2 Incremental and Iterative Methods 2.2.3 Technical Reviews and Audits 4.2 SE Methodology / Approach Considerations 4.2.1 Model-Based SE 4.2.2 Agile Systems Engineering 4.2.3 Lean Systems Engineering 4.2.4 Product Line Engineering (PLE) 4.1 Tailoring Considerations 4.3 System Types Considerations 4.3.1 Greenfield/Clean Sheet Systems 4.3.2 Brownfield/Legacy Systems 4.3.3 Commercial-off-the-Shelf (COTS)- Based Systems 4.3.4 Software-Intensive Systems 4.3.5 Cyber-Physical Systems (CPS) 4.3.6 System of Systems (SoS) 4.3.7 Internet of Things (IoT)/Big Data- Driven Systems 4.3.8 Service Systems 4.3.9 Enterprise Systems 4.4 Application of Systems Engineering for Specific Product Sector or Domain Application 4.4.1 Automotive Systems 4.4.2 Biomedical and Healthcare Systems 4.4.3 Commercial Aerospace Systems 4.4.4 Defense Systems 4.4.5 Infrastructure Systems 4.4.6 Oil & Gas Systems 4.4.7 Power & Energy Systems 4.4.8 Space Systems 4.4.9 Telecommunication Systems 4.4.10 Transportation Systems 6.1 Case 1: Radiation Therapy—The Therac‐25 6.2 Case 2: Joining Two Countries—The Øresund Bridge 6.3 Case 3: Cybersecurity Considerations in Systems Engineering—The Stuxnet Attack on a Cyber‐Physical System 6.4 Case 4: Design for Maintainability— Incubators 6.5 Case 5: Artificial Intelligence in Systems Engineering - Autonomous Vehicles 6.6 Other case studies Appendices
  • 12. Topics • What is the INCOSE SE Handbook? • Top-level schedule • Summary of the Fifth Edition requirements • Updated Fifth Edition architecture & design • Status & plans • Q&A Handbook Overview www.incose.org 12
  • 13. Handbook Fifth Edition Status & Plans • A focused final review 21st September – 6th October 2022 • This is not a “detailed technical review”, but rather an overarching review for consistency, balance, and general readability from the perspective of key INCOSE review groups : TechOps & IPC/Pubs, Service Ops, BoD, CAG, CAB, MarCom, Translation Chapters, and Accessibility. • All comments from final review Dispositioned by Editorial Team (coordinated with authors/SMEs, if needed) – 28th October 2022 • INCOSE deadline to get inputs to Wiley by 4th November 2022 • On schedule for a publication date no later than IS23 (July 2023) Handbook Overview www.incose.org 13 The INCOSE SEH 5E continues to move along at a good pace and on schedule