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John F. Kennedy Space Center
                                                               LAUNCH SERVICES PROGRAM




                       What is the Final Verification of
                        Engineering Requirements?

                                             Eric Poole
                                    “Systems Engineering” Session
                                 Project Management Challenge 2010




                                                                                         1
Used with Permission
Presentation Outline
John F. Kennedy Space Center
                                                      LAUNCH SERVICES PROGRAM


            Requirements Development
               Definition
               Documentation
               Maintenance


            Implementation

            Requirements Verification
               Methods
               Verification Plan
               Process


            Final Verification Approach




                                                                                2
Requirements Definition
John F. Kennedy Space Center
                                                    LAUNCH SERVICES PROGRAM


            Derived from higher level requirements (example shown
            next page)
               Program requirements drive mission requirements
               Mission requirements drive engineering solutions
               Engineering solutions drive system requirements


            Requirements should be driven by basic needs
               Wants or ‘desirements’ should be treated differently
              than requirements
               Requirements should not specify engineering solutions


            Reviewed by both ‘supplier’ and ‘customer’
               Entity with the need is ‘customer’
               Entity that fulfills the need is ‘supplier’
               Both equally responsible for defining requirements
               Iterative Process
               Modifications may drive contractual changes
                                                                              3
Requirements Derivation
John F. Kennedy Space Center
                                                            LAUNCH SERVICES PROGRAM


  • Program Goals


            • Science Objectives


                        • Mission Requirements


                               • Instrument & System
                               Requirements

                                        • Subsystem & Component
                                        Requirements

                                                       • Drawings & Procedures
                                                                                      4
Requirements Documentation
John F. Kennedy Space Center
                                                     LAUNCH SERVICES PROGRAM


            Requirements must have formal documentation, such as an
            Interface Control Document (ICD)
               For higher level systems, can take years to develop
               Approved by ‘Supplier’ and ‘Customer’


            Only top level requirements are captured
               Implementation and derived requirements are tracked
              internally by the supplier
               Relevant, but not required, data should be kept out of
              the control document.

            The control documentation has contractual implications
               Failure to meet the requirements is a breach of contract
               Expansion of the requirements is a change in scope




                                                                               5
Requirements Maintenance
John F. Kennedy Space Center
                                                    LAUNCH SERVICES PROGRAM


            Need to agree upon a formal requirement
            change/deviation/variance/waiver process
               Changes to track new direction or to fill in TBDs
               Waivers, with rationale, to accept deviation from a
              stated requirement
               All parties who signed the original document must also
              review and sign changes/waivers

            Contractual and technical issues must have separate
            decision path
               Implementation of new requirements may need
              additional funding
               If funding is not approved for a new requirement,
              engineering team should have an avenue to elevate the
              technical risk incurred



                                                                              6
We have requirements, now what?
John F. Kennedy Space Center
                                                       LAUNCH SERVICES PROGRAM


            Engineering team leads development of the implementation
            solution
               Starting from requirements, team designs the system
               Draws from experience, history of successful systems
               Seeks input from manufacturing and operations



            Final design is disseminated to other organizations
               Drawings sent to manufacturing for production of
              operational units (flight hardware, GSE)
               Procedures sent to operations for processing




                                                                                 7
Requirements-to-Operations Flow
John F. Kennedy Space Center
                                                         LAUNCH SERVICES PROGRAM



                           Engineering

               Requirement               Design
               Development               Development




                                         Manufacturing
                                         (Component &
                                         Assembly)
               Manufacturing                                       Operations
               & Processing
                                         Integration &             Mission
                                         Checkout                  Operations




                                                                                   8
Verification
John F. Kennedy Space Center
                                                    LAUNCH SERVICES PROGRAM


            Final operational system must satisfy original requirements
               Systematic verification offers good protection against
              failure
               Verification of system performance reduces unexpected
              system behavior
               A formal process is required to document the methods
              used

            Many verifications can be performed along the way to
            reduce schedule risk
               Waiting until the system is operational to verify
              requirements is too late
               Performing incremental verification reduces risk of
              performing the next step in the process




                                                                              9
Verification Strategy
John F. Kennedy Space Center
                                                              LAUNCH SERVICES PROGRAM


                                                                   • Program Review


                                                          • Data Review


                                                • Integrated Systems Tests


                                         • System Level Testing



                               • Subsystem & Component
                               Bench Testing

    • Drawing & Procedure
    Reviews                                                                             10
Verification Methods
John F. Kennedy Space Center
                                                      LAUNCH SERVICES PROGRAM


            Test
               Qualification testing – verification of the design through
              testing to extremes of use environment
               Acceptance testing – verification that a unit has been
              built per the design
               Lot Acceptance Test – testing of a sampling of units to
              verify the entire lot is acceptable (ordnance)

            Inspection
                Review of documentation (drawings, procedures) to
               verify that requirements have been properly disseminated,
               or “flowed down”
                Review of hardware to verify implementation is correct
                Connectors
                Tubing
                Etc.


                                                                                11
Spacecraft Bus Vibration Testing
John F. Kennedy Space Center
                                                         LAUNCH SERVICES PROGRAM




                                                                                   12
Verification Methods (continued)
John F. Kennedy Space Center
                                                         LAUNCH SERVICES PROGRAM


            Analysis
               Calculation of predicted performance based on worst
              case scenario
               Not a preferred method, but necessary in some cases
              (e.g. rocket flight trajectory)


            Demonstration
               Operation of an item to show that the item is capable of
              fulfilling its intended purpose
               Can be used to verify hardware, software or procedures




                                                                                   13
John F. Kennedy Space Center
                               LAUNCH SERVICES PROGRAM




                                                         14
Verification Plan
John F. Kennedy Space Center
                                                   LAUNCH SERVICES PROGRAM


            Once the requirements are documented, a plan for the
            specifics of verification is needed
               Every requirement must be formally verified
               Methods specified
               Responsible organization specified.
               Multiple verifications for one requirement is common
               Incremental verifications can be documented, but one
              final verification is sufficient.


            Verification plan is reviewed by all parties
               One party responsible for maintaining the plan
               Changes must be reviewed by all and documented




                                                                             15
Verification Process
John F. Kennedy Space Center
                                                      LAUNCH SERVICES PROGRAM


            The responsible party performs the verification

            A summary of the verification performed, along with
            supporting documentation, is distributed to all parties

            Reviewers clarify any questions

            Final verification documented and closed by each party




                                                                                16
Midpoint Review
John F. Kennedy Space Center
                                                     LAUNCH SERVICES PROGRAM


            In the beginning, there is an engineering team that develops
            a design solution
                Team primarily composed of specialized, highly trained
               (expensive) personnel
                The end product of this team is a paper (electronic?)
               design
                The design gets passed on to other teams who are
               expert at the tasks of manufacturing and processing
                The completed system gets passed on to another team,
               tasked with operating the system

            In the end, we want a system that meets the mission
            objectives, and was completed on time and within the given
            budget




                                                                               17
John F. Kennedy Space Center
                                               LAUNCH SERVICES PROGRAM




                       Cradle-to-Grave Engineering

                                      vs.

                               Passing the Baton



                                                                         18
John F. Kennedy Space Center
                               LAUNCH SERVICES PROGRAM




                                                         19
Continuous Involvement
John F. Kennedy Space Center
                                                     LAUNCH SERVICES PROGRAM


            Engineering team determines requirements, develops
            design solution

            When manufacturing begins, engineering team continues
            to follow the process
               Ensures parts are built as intended
               Allows engineers to spot unforeseen flaws in the design


            During final processing flow, engineering team follows the
            operations
               Ensures system operates as intended
               Aides trouble shooting if problems arise during check-
              out

            During mission operations, engineering team on hand to
            help trouble-shooting
                                                                               20
Continuous Involvement Flow
John F. Kennedy Space Center
                                                            LAUNCH SERVICES PROGRAM



                           Engineering

               Requirement       Ver     Design
               Development               Development


                                         Ver

                                         Manufacturing
                                         (Component &
                                         Assembly)
               Manufacturing                                          Operations
               & Processing              Ver        Ver
                                         Final
                                                          Ver         Mission
                                         Checkout                     Operations
                                                          Ver



                                                                                      21
Continuous Involvement Responsibility Table
John F. Kennedy Space Center
                                                            LAUNCH SERVICES PROGRAM




              Event                 Verification           Responsibility

              Requirement           Documentation          Engineering
              Documentation         Review
              Implementation        Drawing, Procedure     Engineering
              Design                Review


              Component             Receiving Inspection   M&P, Engineering
              Manufacture
              Systems Integration   As-run procedure       M&P, Engineering


              System Test           Test results           M&P, Engineering




                                                                                      22
John F. Kennedy Space Center
                               LAUNCH SERVICES PROGRAM




                                                         23
Mission Relay
John F. Kennedy Space Center
                                                    LAUNCH SERVICES PROGRAM


            Engineering team determines requirements, develops
            design solution

            When manufacturing begins, engineering team hands off to
            the manufacturing center
               Parts built per drawing
               If questions arise, engineering team can be consulted


            During final processing flow, manufacturing center hands
            off to operations team
               Assembly and check out done per procedure
               If questions arise, engineering team can be consulted


            During mission operations, any of the above groups can be
            consulted for trouble shooting

                                                                              24
Mission Relay Flow
John F. Kennedy Space Center
                                                           LAUNCH SERVICES PROGRAM



                           Engineering

               Requirement       Ver     Design
               Development               Development


                                         Ver

                                         Manufacturing
                                         (Component &
                                         Assembly)
               Manufacturing                                         Operations
               & Processing              Ver
                                         Final
                                                         Ver         Mission
                                         Checkout                    Operations




                                                                                     25
Mission Relay Responsibility Table
John F. Kennedy Space Center
                                                               LAUNCH SERVICES PROGRAM




              Event                    Verification           Responsibility

              Requirement              Documentation          Engineering
              Documentation            Review
              Implementation           Drawing, Procedure     Engineering
              Design                   Review


              Component                Receiving Inspection   M&P
              Manufacture
              Systems Integration      As-run procedure       M&P


              System Test              Test results           M&P




                                                                                         26
Final Verification
John F. Kennedy Space Center
                                                     LAUNCH SERVICES PROGRAM


            Final verification of the mission system occurs as an
            integrated system test, just before deploying the system in
            to the operations phase
               There is little disagreement that an integrated, system-
              level test should be performed
               Exercising the system significantly reduces
              implementation risk and often finds errors

            Debate is really over who performs the verification – Should
            the original development team continue to follow process all
            the way through to operations?




                                                                               27
Closing
John F. Kennedy Space Center
                                                   LAUNCH SERVICES PROGRAM


            Mission Success is the main objective
              NASA missions are typically one-of-a-kind, never-been-
              done-before operations
              There is plenty of room for error and misunderstanding
              when passing off designs
               Personnel continuity through the phases increases the
              probability of mission success

            High cost is a major obstacle to receiving approval for
            missions
               Mission costs are strongly influenced by labor hours
               Many aspects of space operations have been done
              before
               Experienced manufacturing and operations personnel
              can mitigate risk of misunderstanding



                                                                             28
As Always, the Answer is . . .
John F. Kennedy Space Center
                                                        LAUNCH SERVICES PROGRAM




                                                                                  29

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Poole.eric

  • 1. John F. Kennedy Space Center LAUNCH SERVICES PROGRAM What is the Final Verification of Engineering Requirements? Eric Poole “Systems Engineering” Session Project Management Challenge 2010 1 Used with Permission
  • 2. Presentation Outline John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Requirements Development  Definition  Documentation  Maintenance  Implementation  Requirements Verification  Methods  Verification Plan  Process  Final Verification Approach 2
  • 3. Requirements Definition John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Derived from higher level requirements (example shown next page)  Program requirements drive mission requirements  Mission requirements drive engineering solutions  Engineering solutions drive system requirements  Requirements should be driven by basic needs  Wants or ‘desirements’ should be treated differently than requirements  Requirements should not specify engineering solutions  Reviewed by both ‘supplier’ and ‘customer’  Entity with the need is ‘customer’  Entity that fulfills the need is ‘supplier’  Both equally responsible for defining requirements  Iterative Process  Modifications may drive contractual changes 3
  • 4. Requirements Derivation John F. Kennedy Space Center LAUNCH SERVICES PROGRAM • Program Goals • Science Objectives • Mission Requirements • Instrument & System Requirements • Subsystem & Component Requirements • Drawings & Procedures 4
  • 5. Requirements Documentation John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Requirements must have formal documentation, such as an Interface Control Document (ICD)  For higher level systems, can take years to develop  Approved by ‘Supplier’ and ‘Customer’  Only top level requirements are captured  Implementation and derived requirements are tracked internally by the supplier  Relevant, but not required, data should be kept out of the control document.  The control documentation has contractual implications  Failure to meet the requirements is a breach of contract  Expansion of the requirements is a change in scope 5
  • 6. Requirements Maintenance John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Need to agree upon a formal requirement change/deviation/variance/waiver process  Changes to track new direction or to fill in TBDs  Waivers, with rationale, to accept deviation from a stated requirement  All parties who signed the original document must also review and sign changes/waivers  Contractual and technical issues must have separate decision path  Implementation of new requirements may need additional funding  If funding is not approved for a new requirement, engineering team should have an avenue to elevate the technical risk incurred 6
  • 7. We have requirements, now what? John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Engineering team leads development of the implementation solution  Starting from requirements, team designs the system  Draws from experience, history of successful systems  Seeks input from manufacturing and operations  Final design is disseminated to other organizations  Drawings sent to manufacturing for production of operational units (flight hardware, GSE)  Procedures sent to operations for processing 7
  • 8. Requirements-to-Operations Flow John F. Kennedy Space Center LAUNCH SERVICES PROGRAM Engineering Requirement Design Development Development Manufacturing (Component & Assembly) Manufacturing Operations & Processing Integration & Mission Checkout Operations 8
  • 9. Verification John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Final operational system must satisfy original requirements  Systematic verification offers good protection against failure  Verification of system performance reduces unexpected system behavior  A formal process is required to document the methods used  Many verifications can be performed along the way to reduce schedule risk  Waiting until the system is operational to verify requirements is too late  Performing incremental verification reduces risk of performing the next step in the process 9
  • 10. Verification Strategy John F. Kennedy Space Center LAUNCH SERVICES PROGRAM • Program Review • Data Review • Integrated Systems Tests • System Level Testing • Subsystem & Component Bench Testing • Drawing & Procedure Reviews 10
  • 11. Verification Methods John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Test  Qualification testing – verification of the design through testing to extremes of use environment  Acceptance testing – verification that a unit has been built per the design  Lot Acceptance Test – testing of a sampling of units to verify the entire lot is acceptable (ordnance)  Inspection  Review of documentation (drawings, procedures) to verify that requirements have been properly disseminated, or “flowed down”  Review of hardware to verify implementation is correct  Connectors  Tubing  Etc. 11
  • 12. Spacecraft Bus Vibration Testing John F. Kennedy Space Center LAUNCH SERVICES PROGRAM 12
  • 13. Verification Methods (continued) John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Analysis  Calculation of predicted performance based on worst case scenario  Not a preferred method, but necessary in some cases (e.g. rocket flight trajectory)  Demonstration  Operation of an item to show that the item is capable of fulfilling its intended purpose  Can be used to verify hardware, software or procedures 13
  • 14. John F. Kennedy Space Center LAUNCH SERVICES PROGRAM 14
  • 15. Verification Plan John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Once the requirements are documented, a plan for the specifics of verification is needed  Every requirement must be formally verified  Methods specified  Responsible organization specified.  Multiple verifications for one requirement is common  Incremental verifications can be documented, but one final verification is sufficient.  Verification plan is reviewed by all parties  One party responsible for maintaining the plan  Changes must be reviewed by all and documented 15
  • 16. Verification Process John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  The responsible party performs the verification  A summary of the verification performed, along with supporting documentation, is distributed to all parties  Reviewers clarify any questions  Final verification documented and closed by each party 16
  • 17. Midpoint Review John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  In the beginning, there is an engineering team that develops a design solution  Team primarily composed of specialized, highly trained (expensive) personnel  The end product of this team is a paper (electronic?) design  The design gets passed on to other teams who are expert at the tasks of manufacturing and processing  The completed system gets passed on to another team, tasked with operating the system  In the end, we want a system that meets the mission objectives, and was completed on time and within the given budget 17
  • 18. John F. Kennedy Space Center LAUNCH SERVICES PROGRAM Cradle-to-Grave Engineering vs. Passing the Baton 18
  • 19. John F. Kennedy Space Center LAUNCH SERVICES PROGRAM 19
  • 20. Continuous Involvement John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Engineering team determines requirements, develops design solution  When manufacturing begins, engineering team continues to follow the process  Ensures parts are built as intended  Allows engineers to spot unforeseen flaws in the design  During final processing flow, engineering team follows the operations  Ensures system operates as intended  Aides trouble shooting if problems arise during check- out  During mission operations, engineering team on hand to help trouble-shooting 20
  • 21. Continuous Involvement Flow John F. Kennedy Space Center LAUNCH SERVICES PROGRAM Engineering Requirement Ver Design Development Development Ver Manufacturing (Component & Assembly) Manufacturing Operations & Processing Ver Ver Final Ver Mission Checkout Operations Ver 21
  • 22. Continuous Involvement Responsibility Table John F. Kennedy Space Center LAUNCH SERVICES PROGRAM Event Verification Responsibility Requirement Documentation Engineering Documentation Review Implementation Drawing, Procedure Engineering Design Review Component Receiving Inspection M&P, Engineering Manufacture Systems Integration As-run procedure M&P, Engineering System Test Test results M&P, Engineering 22
  • 23. John F. Kennedy Space Center LAUNCH SERVICES PROGRAM 23
  • 24. Mission Relay John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Engineering team determines requirements, develops design solution  When manufacturing begins, engineering team hands off to the manufacturing center  Parts built per drawing  If questions arise, engineering team can be consulted  During final processing flow, manufacturing center hands off to operations team  Assembly and check out done per procedure  If questions arise, engineering team can be consulted  During mission operations, any of the above groups can be consulted for trouble shooting 24
  • 25. Mission Relay Flow John F. Kennedy Space Center LAUNCH SERVICES PROGRAM Engineering Requirement Ver Design Development Development Ver Manufacturing (Component & Assembly) Manufacturing Operations & Processing Ver Final Ver Mission Checkout Operations 25
  • 26. Mission Relay Responsibility Table John F. Kennedy Space Center LAUNCH SERVICES PROGRAM Event Verification Responsibility Requirement Documentation Engineering Documentation Review Implementation Drawing, Procedure Engineering Design Review Component Receiving Inspection M&P Manufacture Systems Integration As-run procedure M&P System Test Test results M&P 26
  • 27. Final Verification John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Final verification of the mission system occurs as an integrated system test, just before deploying the system in to the operations phase  There is little disagreement that an integrated, system- level test should be performed  Exercising the system significantly reduces implementation risk and often finds errors  Debate is really over who performs the verification – Should the original development team continue to follow process all the way through to operations? 27
  • 28. Closing John F. Kennedy Space Center LAUNCH SERVICES PROGRAM  Mission Success is the main objective NASA missions are typically one-of-a-kind, never-been- done-before operations There is plenty of room for error and misunderstanding when passing off designs  Personnel continuity through the phases increases the probability of mission success  High cost is a major obstacle to receiving approval for missions  Mission costs are strongly influenced by labor hours  Many aspects of space operations have been done before  Experienced manufacturing and operations personnel can mitigate risk of misunderstanding 28
  • 29. As Always, the Answer is . . . John F. Kennedy Space Center LAUNCH SERVICES PROGRAM 29