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Interstellar Medium Formation of Stars and Planets Planetary Science Galaxies and the Galactic Center SOFIA Stratospheric Observatory for Infrared Astronomy SOFIA  Program SE&I Lessons Learned NASA PM Challenge 9 February 2011 Presented by:  Ron Ray  - SOFIA Program SE&I Lead Laura Fobel  - SOFIA Program CM & IT Lead Mike Brignola  - Platform Project SE&I Lead
The  purpose  of this presentation is to describe the Systems Engineering solutions applied in the middle of the “troubled” SOFIA Program that helped it become successful 9 February 2011 PM Challenge
Table of Contents 9 February 2011 Background 4 SOFIA SE&I Approach 10 Requirements Management 29 Configuration Management  41 SOFIA SE&I Summary 55 PM Challenge
Background Ron Ray 9 February 2011 PM Challenge
Why SOFIA? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
Major Components of SOFIA Observatory Science and Mission Operations Center 9 February 2011 PM Challenge Telescope Assembly Science Instruments Aircraft Operations Center
Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA Program Organization During Development 9 February 2011 PM Challenge DLR Program Manager Astrophysics Division Director Airframe Development and Test Engineering Airframe Development and Test Operations Program Executive Program Analyst Program Scientist Associate Administrator Science Mission Directorate SOFIA  Observatory IPT Chaired by Program Chief Engineer Project  Scientist Project Manager  for Platform Project  Project Manager for Science  Early Science Mission Operations  SOFIA Program Manager Deputy Program Manager Program Office includes  Chief Engineer Office, SE&I, SMA,  Program Control, and E/PO Telescope Assembly and  SI Integration Integration IPT Software IPT Simulation IPT Science & Mission Ops Development Science Instrument Development
SOFIA SE&I Approach Ron Ray 9 February 2011 PM Challenge
SOFIA Systems Engineering  Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA SE&I Assessment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA SE&I Assessment (Cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge
SOFIA Program Systems Engineering Dilemma ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
New Implementation  Strategy for SE&I ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
The Use of Risk Management  on SOFIA ,[object Object],[object Object],Risk List from March 28, 2008  9 February 2011 PM Challenge SOFIA identified the lack of  Requirements Definition as a risk
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge “ Sometimes the questions are complicated and the answers are simple.” Dr. Seuss
New SOFIA Life Cycle:  Incremental Development SRR PDR CDR Δ ORD Δ PDR Δ CDR Δ CDR Δ CDR Flt Test Data Review ΔSAR ΔSAR ΔSAR CDS/CDDS/CECS MCCS Build #1 User Need A/C Modification TA/CECS ΔSAR Final Upgrades Ground  Test Original Requirements Baseline Requirements  Re-Baseline Δ CDR Status - Sept 2007 Instrumentation CECS Improvements Flt Test Data Review Ground  Test Flt Test Data Review Ground  Test Flt Test Data Review Ground  Test Decomposition & Definition Integration & Verification Fab. & Assemble Partially Complete Cavity Environmental Control  System (CECS) Decomposition & Definition Integration & Verification Fab. & Assemble A/C Modification Telescope Assembly Cavity Door Drive  System (CDDS) Science Instruments (SI) Complete Remaining Decomposition & Definition Integration & Verification Fab. & Assemble Decomposition & Definition Integration & Verification Fab. & Assemble Cavity Door System (CDS) Decomposition & Definition Integration & Verification Fab. & Assemble Mission Control &  Communications  System (MCCS) Decomposition & Definition Integration & Verification Fab. & Assemble Status of 9 Science Instruments Varies Dependent on the Instrument ORD Closed Door Open Door TA Characterization &  Shared Purpose Full Operational Capability Early Science Functional/Ferry Flt Test Data Review SAR Ground  Test FRR Flt Test Data Review ΔSAR Ground  Test FRR Final MCCS/CECS-LN2 Science Instruments MCCS for Early Science Early Science Instruments Δ SRR Δ SRR Δ SRR FRR FRR FRR ORR Δ SRR Segment 0 Segment 1 Segment 2 Segment 3 Segment 4 Rework Required Δ PDR
Advantages of the Incremental Development Life Cycle for SOFIA SRR PDR CDR Δ ORD Δ PDR Δ CDR Δ CDR Δ CDR Flt Test Data Review ΔSAR ΔSAR ΔSAR CDS/CDDS/CECS MCCS Build #1 User Need A/C Modification TA/CECS ΔSAR Final Upgrades Ground  Test Original Requirements Baseline Requirements  Re-Baseline Δ CDR Instrumentation CECS Improvements Flt Test Data Review Ground  Test Flt Test Data Review Ground  Test Flt Test Data Review Ground  Test ORD Closed Door Open Door TA Characterization &  Shared Purpose Full Operational Capability Functional/Ferry Flt Test Data Review SAR Ground  Test FRR Flt Test Data Review ΔSAR Ground  Test FRR Final MCCS/CECS-LN2 Science Instruments MCCS for Early Science Early Science Instruments Δ SRR Δ SRR Δ SRR FRR FRR FRR ORR Δ SRR Segment 0 Segment 1 Segment 2 Segment 3 Segment 4 Δ PDR ,[object Object],[object Object],[object Object],[object Object],[object Object],Original Program Lifecycle 1 st  Science Flight 1 st  Light Early Science
Key Systems Engineering Activities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA Program  SE&I Organization SOFIA Program Manager System Requirements Management Configuration  Management Data  Management IT Systems Management Technical Planning  & Support ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Project Chief Engineer ,[object Object],[object Object],[object Object],[object Object],[object Object],SE&I  Manager ,[object Object],[object Object],[object Object],[object Object],Program Chief Engineer Project Scientists  9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge
SOFIA Program SE&I  Documentation Tracking Tool 9 February 2011 PM Challenge ,[object Object],See conclusion chart for more recent status Status on  12/01/2007
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge “ Scientists investigate that which already is; engineers create that which has never been.”  Albert Einstein
The Relationship Between Engineers and Scientists ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object],[object Object]
Systems Engineering is an Optimization Process  ,[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
Requirements Management Mike Brignola 9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object],[object Object]
Requirements Deficiency Risk Mitigating Actions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOF-RSK-005 Requirements Deficiency Risk Mitigation Waterfall 9 February 2011 PM Challenge ,[object Object],Jan-09 Jul-09 Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 0 5 10 15 20 25
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object]
Benefits of Phasing Development on SOFIA Requirements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object],[object Object]
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object]
SOFIA Spec Tree  Rev B 2008 Baseline Compare to May 2007 Original Spec Tree Rev A Yellow  – Revision in work Red  – Not written or not approved Green  - Approved ,[object Object],[object Object],[object Object],Pg 1
Current Rev F Spec Tree 2010 Compare to 2008 Baselined Spec Tree ,[object Object],[object Object],[object Object],Pg 1
SOFIA Interface Control Document  Status History ,[object Object],[object Object],[object Object],33 16 49  Total ICD’s ICDs July 2007 ICDs Dec 2010 68  Total ICD’s ,[object Object],[object Object],[object Object],44 10 14 Approved Not Approved Approved Need Update Not Written 9 February 2011 PM Challenge
Requirements Management Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
Configuration Management, Data Management and Related Topics Laura Fobel  9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge
The Delegation of Configuration Management (CM) Authority ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
The Delegation of  CM Authority on SOFIA Observatory Change Control Board (OCCB) COTR Platform Project Control Board (PCB) USRA Program Level Project Level Element Level Contract Level Science Project Control Board (PCB) DSI MPC COTR L3 Com COTR Platform Project Office Engineering Science Project Office SOFIA Program Office SOFIA Observatory Integrated  Product Team (SOLIPT) Program Management Board (PMB) Headquarters Science Mission Directorate Aircraft Operations Telescope Assembly Science Instruments Science Mission Ops DLR DLR
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object]
Previous Organization Informal Reviews Formal Deliverables Restructured Organization Formal Deliverables Shift From Contractor Run / Government Oversight To Government Lead / Subcontractor Relationship   MPC USRA L3 Com Project  Office SOFIA Program Office DLR DFRC Platform Project Office ARC Science Project Office SOFIA Program Office Engineering Operations Telescope Assembly Science Instruments  Science  Mission Ops DLR COTR USRA MPC COTR L3 Com DSI COTR 9 February 2011 PM Challenge Informal Collaboration Improves Probability of Success DLR
The Value of Informal Collaboration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge
The Value of Problem Reporting and Discrepancy Resolution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object],[object Object]
SOFIA Data Management Improvements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA Sample Records  Retention Schedule 9 February 2011 PM Challenge
Sample SOFIA Document Attributes 9 February 2011 PM Challenge ,[object Object],[object Object],[object Object],[object Object]
SOFIA CM and DM Remaining Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
SOFIA SE&I Summary Ron Ray 9 February 2011 PM Challenge
SOFIA SE Lessons Learned ,[object Object],9 February 2011 PM Challenge ,[object Object]
SOFIA Program Documentation  Status as of:  12/03/2010
SOFIA First Light Image May 16 th  2010 ,[object Object],http://www.nasa.gov/mission_pages/SOFIA/
[object Object],SOFIA First Science Image Dec 1 st  2010  http://www.dlr.de/DesktopDefault.aspx/tabid-1/117_read-28014/ SOFIA  (FORCAST) Near infrared (ESO VLT) Visible light  (ground-based)
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Concluding Message 9 February 2011 PM Challenge
Summary of SE Lessons Learned ,[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
Summary of SE Lessons Learned ,[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge
Summary of SE Lessons Learned ,[object Object],[object Object],[object Object],[object Object],[object Object],9 February 2011 PM Challenge

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Ray.ronald

  • 1. Interstellar Medium Formation of Stars and Planets Planetary Science Galaxies and the Galactic Center SOFIA Stratospheric Observatory for Infrared Astronomy SOFIA Program SE&I Lessons Learned NASA PM Challenge 9 February 2011 Presented by: Ron Ray - SOFIA Program SE&I Lead Laura Fobel - SOFIA Program CM & IT Lead Mike Brignola - Platform Project SE&I Lead
  • 2. The purpose of this presentation is to describe the Systems Engineering solutions applied in the middle of the “troubled” SOFIA Program that helped it become successful 9 February 2011 PM Challenge
  • 3. Table of Contents 9 February 2011 Background 4 SOFIA SE&I Approach 10 Requirements Management 29 Configuration Management 41 SOFIA SE&I Summary 55 PM Challenge
  • 4. Background Ron Ray 9 February 2011 PM Challenge
  • 5.
  • 6. Major Components of SOFIA Observatory Science and Mission Operations Center 9 February 2011 PM Challenge Telescope Assembly Science Instruments Aircraft Operations Center
  • 7.
  • 8.
  • 9. SOFIA Program Organization During Development 9 February 2011 PM Challenge DLR Program Manager Astrophysics Division Director Airframe Development and Test Engineering Airframe Development and Test Operations Program Executive Program Analyst Program Scientist Associate Administrator Science Mission Directorate SOFIA Observatory IPT Chaired by Program Chief Engineer Project Scientist Project Manager for Platform Project Project Manager for Science Early Science Mission Operations SOFIA Program Manager Deputy Program Manager Program Office includes Chief Engineer Office, SE&I, SMA, Program Control, and E/PO Telescope Assembly and SI Integration Integration IPT Software IPT Simulation IPT Science & Mission Ops Development Science Instrument Development
  • 10. SOFIA SE&I Approach Ron Ray 9 February 2011 PM Challenge
  • 11.
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  • 19. New SOFIA Life Cycle: Incremental Development SRR PDR CDR Δ ORD Δ PDR Δ CDR Δ CDR Δ CDR Flt Test Data Review ΔSAR ΔSAR ΔSAR CDS/CDDS/CECS MCCS Build #1 User Need A/C Modification TA/CECS ΔSAR Final Upgrades Ground Test Original Requirements Baseline Requirements Re-Baseline Δ CDR Status - Sept 2007 Instrumentation CECS Improvements Flt Test Data Review Ground Test Flt Test Data Review Ground Test Flt Test Data Review Ground Test Decomposition & Definition Integration & Verification Fab. & Assemble Partially Complete Cavity Environmental Control System (CECS) Decomposition & Definition Integration & Verification Fab. & Assemble A/C Modification Telescope Assembly Cavity Door Drive System (CDDS) Science Instruments (SI) Complete Remaining Decomposition & Definition Integration & Verification Fab. & Assemble Decomposition & Definition Integration & Verification Fab. & Assemble Cavity Door System (CDS) Decomposition & Definition Integration & Verification Fab. & Assemble Mission Control & Communications System (MCCS) Decomposition & Definition Integration & Verification Fab. & Assemble Status of 9 Science Instruments Varies Dependent on the Instrument ORD Closed Door Open Door TA Characterization & Shared Purpose Full Operational Capability Early Science Functional/Ferry Flt Test Data Review SAR Ground Test FRR Flt Test Data Review ΔSAR Ground Test FRR Final MCCS/CECS-LN2 Science Instruments MCCS for Early Science Early Science Instruments Δ SRR Δ SRR Δ SRR FRR FRR FRR ORR Δ SRR Segment 0 Segment 1 Segment 2 Segment 3 Segment 4 Rework Required Δ PDR
  • 20.
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  • 29. Requirements Management Mike Brignola 9 February 2011 PM Challenge
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  • 41. Configuration Management, Data Management and Related Topics Laura Fobel 9 February 2011 PM Challenge
  • 42.
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  • 44. The Delegation of CM Authority on SOFIA Observatory Change Control Board (OCCB) COTR Platform Project Control Board (PCB) USRA Program Level Project Level Element Level Contract Level Science Project Control Board (PCB) DSI MPC COTR L3 Com COTR Platform Project Office Engineering Science Project Office SOFIA Program Office SOFIA Observatory Integrated Product Team (SOLIPT) Program Management Board (PMB) Headquarters Science Mission Directorate Aircraft Operations Telescope Assembly Science Instruments Science Mission Ops DLR DLR
  • 45.
  • 46. Previous Organization Informal Reviews Formal Deliverables Restructured Organization Formal Deliverables Shift From Contractor Run / Government Oversight To Government Lead / Subcontractor Relationship MPC USRA L3 Com Project Office SOFIA Program Office DLR DFRC Platform Project Office ARC Science Project Office SOFIA Program Office Engineering Operations Telescope Assembly Science Instruments Science Mission Ops DLR COTR USRA MPC COTR L3 Com DSI COTR 9 February 2011 PM Challenge Informal Collaboration Improves Probability of Success DLR
  • 47.
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  • 52. SOFIA Sample Records Retention Schedule 9 February 2011 PM Challenge
  • 53.
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  • 55. SOFIA SE&I Summary Ron Ray 9 February 2011 PM Challenge
  • 56.
  • 57. SOFIA Program Documentation Status as of: 12/03/2010
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  • 63.

Editor's Notes

  1. SOFIA was once a “troubled Program”, threatened with cancelation
  2. SOFIA will make observations that are impossible for other telescopes SOFIA costs a fraction compared to comparable Infrared space-based telescopes
  3. More information on SOFIA can be found at: http://www.nasa.gov/mission_pages/SOFIA/ http://www.dfrc.nasa.gov/Gallery/Movie/SOFIA/HTML/EM-0095-06.html
  4. SOFIA has ~ 250 personnel supporting the development activities across the Program (not including the Science Instrument Teams)
  5. This is the most important message of this presentation On SOFIA it was critical to fix the SE problems late in the Program
  6. One independent reviews recommended that SOFIA stand down and fix the requirements deficiencies The Program felt a sense of urgency to show progress after the recent treat of cancellation The aircraft had been at Waco (L-3) for several years completing structural modifications and installation of the Telescope. As part of the transition back to a government led Program Dryden had already committed resources to help get the aircraft back to a flying status and back to NASA.
  7. The SOFIA Program decided to accept more risk up front but use a mitigation strategy to drive it down over time
  8. After transition SOFIA established a new set of Program level risks which included the “Lack of Requirements Definition” Each Project also established there own set of prioritized risks
  9. SOFIA developed a Phased approach to design and build as a Risk reduction (see next chart). An evaluation of each major system provided there status at the point of Program transition. An important goal of the Phased approach was to obtain Science Data as soon as possible.
  10. The Red “Vee” shows the original single life-cycle approach. The incremental approach allowed for science data to obtained much sooner and verified the Observatory had adequate performance.
  11. Reworking Systems Engineering required significant planning. All Major SE functioned were revised and reestablished Fixing the requirements problem was a high priority
  12. Illustrates the distribution of key Systems Engineering functions
  13. Managers need a high level summary At transition many documents were obsolete and out of date Overtime more Program/Project Documents were identified (see later summary chart)
  14. After Program transition there was often clashes between Scientist and Engineers on SOFIA. Overtime both sides learned to respect and appreciate each others role and responsibility.
  15. This phrase is attributed to Sergey Gorshkov, the commander in chief of the Soviet Navy from 1956 to 1985.
  16. There are many examples of Program failures due to Systems Engineering deficiencies, however, SE must be “value added” to be effective.
  17. SOFIA made the “lack of complete and understood requirements” a Program Risk
  18. The Requirements Manager maintains the corporate knowledge on requirements providing an essential focal point
  19. On SOFIA "Agile Development“ entailed developing software iterations (“Engineering builds”) and getting continuous feedback to refine the product prior to final delivery
  20. The new SOFIA technical team is now knowledgeable enough to effectively write new requirements and ICDs SE&I is the facilitator not the system expert
  21. Adding high-level requirements late in the development process was very difficult and had far reaching effects.
  22. Color codes were added to show Status of Specification documents
  23. The SOFIA Specification Tree has evolved over time to represent the updated understanding of the SOFIA systems
  24. The volume of CM activities requires a distributed process
  25. SOFIA has ~ 250 personnel supporting the development activities across the Program (not including the Science Instrument Teams)
  26. Collaboration is an important theme related to SOFIA recovery One CM board could not effectively collaborate with all the contractors
  27. Even after Program transition, SOFIA has learned the hard way the problems that can result of not establishing a collaborative environment with its contractors
  28. NASA normally does not track problems until after a product is formally delivered and accepted from the contractor SOFIA needed a technical Control Board to address technical integration issues that had independent authority of each Project
  29. Using this to address record retention requirements when loading new documents
  30. Metadata can provide important search information and ties to related processes
  31. Without Management’s support SE has little chance of succeeding
  32. This image shows a comparison of Jupiter as seen in a visible light view taken by astronomer Anthony Wesley (left) and in infrared wavelengths used by NASA's SOFIA telescope during its "first light" flight on May 26, 2010. The infrared view was taken by the FORCAST camera on SOFIA. The white stripe in the infrared image is a region of relatively transparent clouds through which the warm interior of Jupiter can be seen.
  33. This “early release” image shows a comparison of the Stratospheric Observatory for Infrared Astronomy, SOFIA's view of the Orion star-formation region (on the right) with images acquired by ground-based telescopes in the visible and near-infrared wavelengths. Available on the DLR public website: http://www.dlr.de/DesktopDefault.aspx/tabid-1/117_read-28014/