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Broad Utility: Architecting Flexible
and Robust Systems for a Complex
Operational Environment
Captain Arthur J. Middlebrooks
Massachusetts Institute of Technology
arthurjm@mit.edu
Conference On Systems Engineering Research (CSER) 2019
Washington, D.C.
4 April, 2019
Broad Utility:
Architecting Flexible and Robust Systems for a
Complex Operational Environment
Captain Arthur J. Middlebrooks
Operations Research & Systems Analyst | US Army
Engineering & Management M.S. Candidate | Massachusetts Institute of Technology
Systems Engineering Fellow | Draper
arthurjm@mit.edu
Research Motivation & Scope
seari.mit.edu 2© 2019 Arthur James Middlebrooks
Research Objective
Provide defense-oriented Systems Engineers and
Architects with a useful approach for architecting technical
systems, employed by U.S. Army Soldiers, that can
appropriately respond to a dynamic, complex Operational
Environment in order to achieve mission success.
Research Motivation
The Operational Environment of today and tomorrow is
increasingly complex—the interactions of systems and
operators generate unpredictable outcomes—and the
equipment Soldiers employ during the conduct of their
assigned mission must remain effective, despite changing
conditions.
Emerging Trends in the Operational Environment
• Economic Inequality
• Big Data
• Artificial Intelligence
• Climate Change
• Resource Competition
• Population Growth
• Urbanization
• Wide Range of Missions
and Adversaries
Research Motivation & Scope
seari.mit.edu 3
Engineered Resilient
Systems (ERS) Efforts
System Design
Requirements
Broad Utility
•Architecture Documentation
•ERS CONOPS Documentation
•System Design
•Initial Lifecycle Cost Modeling
•Industry Pilots
•Intellectual Property management
•Govt, Industry, and Academia Architecture Working
Group
•Identify Use Cases, Quality Attributes,
Requirements, and Interfaces
•Broad Utility
•Repel, Resist, or Absorb
•Recover
•Adapt
•DIME, PMESII-PT, and METT-TC
•Soldier, Engineered Resilient System, and Task
•Flexibility and Robustness
ART/TSOA
Event Data
SAI
Method
Scope
Vector
ApplyValidate
Thesis
Scope
Research Scope
© 2019 Arthur James Middlebrooks
Research Objective
Provide defense-oriented Systems Engineers and
Architects with a useful approach for architecting technical
systems, employed by U.S. Army Soldiers, that can
appropriately respond to a dynamic, complex Operational
Environment in order to achieve mission success.
Research Motivation
The Operational Environment of today and tomorrow is
increasingly complex—the interactions of systems and
operators generate unpredictable outcomes—and the
equipment Soldiers employ during the conduct of their
assigned mission must remain effective, despite changing
conditions.
Emerging Trends in the Operational Environment
• Economic Inequality
• Big Data
• Artificial Intelligence
• Climate Change
• Resource Competition
• Population Growth
• Urbanization
• Wide Range of Missions
and Adversaries
Executive Summary:
Broad Utility Architectural Decisions
seari.mit.edu © 2019 Arthur James Middlebrooks 4
Architectural Decisions: “the subset of design
decisions that are most impactful” [2] and the source
from which all future system requirements stem.
Broad Utility: the ability of a system to “perform
effectively in a wide range of operations across
multiple futures despite experiencing disruptions.”
[1]
Broad Utility
Repel,
Resist,
or
Absorb
Adapt
Recover
Optimal Solutions
Resilient Solutions
Properties of Engineered Resilient Systems
[1]
Executive Summary:
Broad Utility Architectural Decisions
seari.mit.edu © 2019 Arthur James Middlebrooks 5
Broad
Utility
Soldier
Task
Tactical
Operational
Strategic
Soldier
Task
Tactical
Operational
Strategic
FLEXIBILITY
ROBUSTNESS
Research Contribution: In order to develop
systems that exhibit Broad Utility, system
designers should architect the system to be
Flexible and Robust to the variables of the
Operational Environment.
Architectural Decisions: “the subset of design
decisions that are most impactful” [2] and the source
from which all future system requirements stem.
Broad Utility: the ability of a system to “perform
effectively in a wide range of operations across
multiple futures despite experiencing disruptions.”
[1]
Broad Utility
Repel,
Resist,
or
Absorb
Adapt
Recover
Optimal Solutions
Resilient Solutions
Properties of Engineered Resilient Systems
[1]
Broad Utility Architectural Decisions
Agenda
qResearch Motivation and Scope
qOperational Environment Exchange Network (OEEN):
Modeling a Complex Operational Environment
qFlexibility and Robustness: Critical Measures of Effectiveness
in the Operational Environment
qBroad Utility Architectural Decisions: System Flexibility and
Robustness in the Operational Environment
qSummary and Conclusions
seari.mit.edu 6© 2019 Arthur James Middlebrooks
Doctrinal Gaps in Architecting for Broad Utility
1) Integrating the Strategic, Operational, and Tactical
Environments
2) Including the Soldier, their Equipment, and their Task
in the Operational Environment
3) Specifying the Operational Environment Variable
Exchanges
seari.mit.edu 7
Operational Environment
Strategic
Operating
Environment Level 1
Level 2
Level 3
Diplomatic
Informational
Military
Economic
Political
Military
Economic
Social
Information
Infrastructure
PhysicalEnvironment
Time
Mission
Enemy
Terrain&Weather
TroopsAvailable
Time
CivilianConsiderations
Operational
Operating
Environment
Tactical
Operating
Environment
© 2019 Arthur James Middlebrooks
Understanding the Operational Environment
Doctrinal Gaps in Architecting for Broad Utility
1) Integrating the Strategic, Operational, and Tactical
Environments
2) Including the Soldier, their Equipment, and their Task
in the Operational Environment
3) Specifying the Operational Environment Variable
Exchanges
seari.mit.edu 8
By resolving gaps in current DoD
doctrine, Systems Engineers and
Architects can better understand how
the variables of the Operational
Environment impact a system’s Broad
Utility.
Operational Environment
Strategic
Operating
Environment Level 1
Level 2
Level 3
Diplomatic
Informational
Military
Economic
Political
Military
Economic
Social
Information
Infrastructure
PhysicalEnvironment
Time
Mission
Enemy
Terrain&Weather
TroopsAvailable
Time
CivilianConsiderations
Operational
Operating
Environment
Tactical
Operating
Environment
© 2019 Arthur James Middlebrooks
Understanding the Operational Environment
[3]
seari.mit.edu 9
OE Variable Exchanges
Social
Cultural
Physical
Informational
Psychological
© 2019 Arthur James Middlebrooks
Operational Environment Exchange Network:
Modeling the Operational Environment
Operational Operating
Environment
Political Military
Economic Social
Information Infrastructure
Physical Environment
Time
Tactical Operating
Environment
Mission Enemy
Terrain Troops Available
Time Civilian Considerations
Equipment Task
Operational Environment
Strategic
Operating
Environment
Soldier Equipment Task
Operational
Operating
Environment
Tactical
Operating
Environment
seari.mit.edu 10
OE Variable Exchanges
Social
Cultural
Physical
Informational
Psychological
“Today, there is an increasing
realization that much of the value that
Engineering Systems generate
depends on the degree to which they
possess certain lifecycle properties,
a.k.a. ‘ilities’.” [4, p. 3]
© 2019 Arthur James Middlebrooks
Operational Environment Exchange Network:
Modeling the Operational Environment
Operational Operating
Environment
Political Military
Economic Social
Information Infrastructure
Physical Environment
Time
Tactical Operating
Environment
Mission Enemy
Terrain Troops Available
Time Civilian Considerations
Equipment Task
Operational Environment
Strategic
Operating
Environment
Soldier Equipment Task
Operational
Operating
Environment
Tactical
Operating
Environment
seari.mit.edu 11© 2019 Arthur James Middlebrooks
Flexibility and Robustness: Measures of
Effectiveness in the Operational Environment
Ilities (System Lifecycle Properties): system properties that “often manifest and
determine value after a system is put into initial use. Rather than being primary
functional requirements, these properties concern wider impacts with respect to
context, time, and stakeholders. [5]
seari.mit.edu 12© 2019 Arthur James Middlebrooks
Flexibility and Robustness: Measures of
Effectiveness in the Operational Environment
Broad Utility Means-End Hierarchy
[5]
Ilities (System Lifecycle Properties): system properties that “often manifest and
determine value after a system is put into initial use. Rather than being primary
functional requirements, these properties concern wider impacts with respect to
context, time, and stakeholders. [5]
seari.mit.edu 13© 2019 Arthur James Middlebrooks
Flexibility and Robustness: Measures of
Effectiveness in the Operational Environment
Value Robustness: the ability of a
system to maintain value delivery in spite
of changes in needs or context.
Robustness: the ability of a system to
maintain its level and/or set of specified
parameters in the context of change
system external and internal factors.
Flexibility: the ability of a system to be
changed by a system-external change
agent with intent
Broad Utility Means-End Hierarchy
[5]
[6]
[6]
[6]
Ilities (System Lifecycle Properties): system properties that “often manifest and
determine value after a system is put into initial use. Rather than being primary
functional requirements, these properties concern wider impacts with respect to
context, time, and stakeholders. [5]
seari.mit.edu 14
Conclusions
• Ilities are related, but not
conclusively; however,
Changeability (Flexibility)
and Robustness are critical.
• Hierarchies represent
subjective assessments—
is there empirical evidence
to support these claims?
© 2019 Arthur James Middlebrooks
Flexibility and Robustness: Measures of
Effectiveness in the Operational Environment
Value Robustness: the ability of a
system to maintain value delivery in spite
of changes in needs or context.
Robustness: the ability of a system to
maintain its level and/or set of specified
parameters in the context of change
system external and internal factors.
Flexibility: the ability of a system to be
changed by a system-external change
agent with intent
Broad Utility Means-End Hierarchy
[5]
[6]
[6]
[6]
Ilities (System Lifecycle Properties): system properties that “often manifest and
determine value after a system is put into initial use. Rather than being primary
functional requirements, these properties concern wider impacts with respect to
context, time, and stakeholders. [5]
seari.mit.edu 15
The Technical Support and Operational Analysis (TSOA)
system evaluation program, “is the centerpiece of the Adaptive
Red Team (ART). TSOA consists of live field experiments
that integrate developers and warfighters in complex
environments to stress systems through mission
scenarios…with teams invested in creating solutions for
the warfighter.” [7]
[7]
[7]
© 2019 Arthur James Middlebrooks
Validating Flexibility and Robustness:
ART/TSOA Program
seari.mit.edu 16
The Technical Support and Operational Analysis (TSOA)
system evaluation program, “is the centerpiece of the Adaptive
Red Team (ART). TSOA consists of live field experiments
that integrate developers and warfighters in complex
environments to stress systems through mission
scenarios…with teams invested in creating solutions for
the warfighter.” [7]
[7]
[7]
© 2019 Arthur James Middlebrooks
6
Logistics
Supportability
1 Response to
Malfunctions
2 Routine
Maintenance
3 Support
Planning
4 Repair and
Replacement Parts
5 Setup
Requirements
6 Transportation
Requirements
User Factors
1 Training
Burden
2 Type of User
3 Ease of Use
4 Interpreting
System Output
5 Task Loading
Technical Factors1 Observed
Performance
2 Adaptability
3 System
Integration
4 Digital Security
5 Environmental
Robustness
TSOA System Evaluation Criteria
Validating Flexibility and Robustness:
ART/TSOA Program
[7]
seari.mit.edu 17
The Technical Support and Operational Analysis (TSOA)
system evaluation program, “is the centerpiece of the Adaptive
Red Team (ART). TSOA consists of live field experiments
that integrate developers and warfighters in complex
environments to stress systems through mission
scenarios…with teams invested in creating solutions for
the warfighter.” [7]
USArmyWarfighting
Functions
Movement and
Maneuver
16
Intelligence 50
Fires 1
Sustainment 20
Protection 57
Mission
Command
43
Number of
Systems
Total Number of
Systems
186
Total System
Observations: 533
Number of System
Assessors: 157
[7]
[7]
© 2019 Arthur James Middlebrooks
6
Logistics
Supportability
1 Response to
Malfunctions
2 Routine
Maintenance
3 Support
Planning
4 Repair and
Replacement Parts
5 Setup
Requirements
6 Transportation
Requirements
User Factors
1 Training
Burden
2 Type of User
3 Ease of Use
4 Interpreting
System Output
5 Task Loading
Technical Factors1 Observed
Performance
2 Adaptability
3 System
Integration
4 Digital Security
5 Environmental
Robustness
TSOA System Evaluation Criteria
Validating Flexibility and Robustness:
ART/TSOA Program
[7]
TSOA Dataset Summary
seari.mit.edu 18
Hypothesis
A higher factor
rating corresponds to
a higher Observed
Performance rating.
Factor Rating (Higher = Better)
ObservedPerformanceRating
(Higher=Better)
Ideal System
Broad Utility Hypothesis
© 2019 Arthur James Middlebrooks
Validating Flexibility and Robustness:
Hypothesis and Factor Selection
seari.mit.edu 19
Hypothesis
A higher factor
rating corresponds to
a higher Observed
Performance rating.
Factor Rating (Higher = Better)
ObservedPerformanceRating
(Higher=Better)
Ideal System
Broad Utility Hypothesis
© 2019 Arthur James Middlebrooks
Validating Flexibility and Robustness:
Hypothesis and Factor Selection
seari.mit.edu 20
Factor Rating (Dimensionless, Higher = Better)
1 2 3 4 5 6 7 8 9 10
ObservedPerformanceRating(Dimensionless,Higher=Better)
0
2
4
6
8
10
12
[EXAMPLE] FACTOR-OBSERVED PERFORMANCE BOX & WHISKER PLOT
Observed Performance
Mean Observed PerformanceTrendline
© 2019 Arthur James Middlebrooks
X
MEAN
INTERQUARILE RANGE
(IQR)
Validating Flexibility and Robustness:
Data Analysis Method
seari.mit.edu 21
Hypothesis Evaluation Criteria
• Linear Relationship between
Flexibility/Robustness and
Observed Performance
(Pearson’s Correlation Coefficient,
Rp)
• Monotonic Relationship between
Flexibility/Robustness and
Observed Performance
(Spearman’s Rank-Order
Correlation Coefficient, Rs)
Factor Rating (Dimensionless, Higher = Better)
1 2 3 4 5 6 7 8 9 10
ObservedPerformanceRating(Dimensionless,Higher=Better)
0
2
4
6
8
10
12
[EXAMPLE] FACTOR-OBSERVED PERFORMANCE BOX & WHISKER PLOT
Observed Performance
Mean Observed PerformanceTrendline
© 2019 Arthur James Middlebrooks
X
MEAN
INTERQUARILE RANGE
(IQR)
Validating Flexibility and Robustness:
Data Analysis Method
seari.mit.edu 22
Flexibility and Robustness Factor to
Observed Performance Summary, Overall
Ility Factor
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Flexibility
Type of User 0.46
Low
Positive
0.94
Very High
Positive
1.00
Very High
Positive
2.00 (4) 4.75 (2)
Adaptability 0.63
Moderate
Positive
0.99
Very High
Positive
0.98
Very High
Positive
1.00 (4,9) 4.50 (1)
System Integration 0.48
Low
Positive
0.96
Very High
Positive
0.95
Very High
Positive
2.00
(4,8,9)
4.75 (3)
Robustness
Environmental
Robustness
0.56
Moderate
Positive
0.98
Very High
Positive
0.99
Very High
Positive
1.50 (10) 5.00 (1)
Digital Security 0.52
Moderate
Positive
0.95
Very High
Positive
0.96
Very High
Positive
1.00 (4) 4.50 (3)
Findings
• For all 533 observations, regardless of system function, Flexibility and
Robustness displayed a positive linear and monotonic relationship to Observed
Performance (Broad Utility).
• Flexible and/or Robust systems are more likely to exhibit Broad Utility.
© 2019 Arthur James Middlebrooks
Validating Flexibility and Robustness:
Data Analysis Results
seari.mit.edu 23
Flexibility and Robustness Factor to
Observed Performance Summary, Overall
Ility Factor
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Flexibility
Type of User 0.46
Low
Positive
0.94
Very High
Positive
1.00
Very High
Positive
2.00 (4) 4.75 (2)
Adaptability 0.63
Moderate
Positive
0.99
Very High
Positive
0.98
Very High
Positive
1.00 (4,9) 4.50 (1)
System Integration 0.48
Low
Positive
0.96
Very High
Positive
0.95
Very High
Positive
2.00
(4,8,9)
4.75 (3)
Robustness
Environmental
Robustness
0.56
Moderate
Positive
0.98
Very High
Positive
0.99
Very High
Positive
1.50 (10) 5.00 (1)
Digital Security 0.52
Moderate
Positive
0.95
Very High
Positive
0.96
Very High
Positive
1.00 (4) 4.50 (3)
Findings
• For all 533 observations, regardless of system function, Flexibility and
Robustness displayed a positive linear and monotonic relationship to Observed
Performance (Broad Utility).
• Flexible and/or Robust systems are more likely to exhibit Broad Utility.
© 2019 Arthur James Middlebrooks
Type of User to Observed Performance
Summary, by Warfighting Function
Warfighting
Function
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Movement and
Maneuver
0.76
High
Positive
0.94
Very High
Positive
0.93
Very High
Positive
1.00 (8,9) 4.25 (5)
Intelligence 0.42
Low
Positive
0.84
High
Positive
0.98
Very High
Positive
1.00 (2,4) 4.00 (10)
Sustainment 0.43
Low
Positive
0.79
High
Positive
0.37 Low Positive 1.25 (8) 2.50 (7)
Protection 0.40
Low
Positive
0.85
High
Positive
0.88 High Positive 2.00 (10)
3.00
(3,5,6,7,8,9)
Mission
Command
0.43
Low
Positive
0.77
High
Positive
0.66
Moderate
Positive
2.00 (4,7,9) 5.25 (1,2)
Adaptability to Observed Performance
Summary, by Warfighting Function
Warfighting
Function
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Movement and
Maneuver
0.57
Moderate
Positive
0.72
High
Positive
0.60
Moderate
Positive
1.00 (8) 4.00 (10)
Intelligence 0.62
Moderate
Positive
0.90
Very High
Positive
0.93
Very High
Positive
1.00 (5) 5.50 (1)
Sustainment 0.57
Moderate
Positive
0.79
High
Positive
0.88 High Positive 1.00 (8,9) 4.00 (10)
Protection 0.62
Moderate
Positive
0.94
Very High
Positive
0.94
Very High
Positive
1.00 (4,9) 5.50 (2)
Mission
Command
0.69
Moderate
Positive
0.96
Very High
Positive
0.96
Very High
Positive
1.50 (9) 5.00 (2)
System Integration to Observed Performance
Summary, by Warfighting Function
Warfighting
Function
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Movement and
Maneuver
0.26 Negligible 0.52
Moderate
Positive
0.50
Moderate
Positive
1.00 (10) 6.00 (1)
Intelligence 0.50
Moderate
Positive
0.95
Very High
Positive
0.95
Very High
Positive
1.00 (2) 3.00 (5)
Sustainment 0.22 Negligible 0.41
Low
Positive
0.26 Negligible 1.00 (10) 7.50 (4)
Protection 0.53
Moderate
Positive
0.94
Very High
Positive
0.93
Very High
Positive
1.00 (2,10) 3.00 (3,5)
Mission
Command
0.53
Moderate
Positive
0.96
Very High
Positive
0.98
Very High
Positive
0.75 (10) 5.00 (1)
Environmental Robustness to Observed Performance
Summary, by Warfighting Function
Warfighting
Function
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Movement and
Maneuver
0.52
Moderate
Positive
0.85
High
Positive
0.73 High Positive 1.00 (9) 4.75 (10)
Intelligence 0.51
Moderate
Positive
0.90
Very High
Positive
0.87 High Positive 1.00 (5) 6.25 (1)
Sustainment 0.23 Negligible 0.55
Moderate
Positive
0.43 Low Positive 1.00 (6) 5.5 (5)
Protection 0.64
Moderate
Positive
0.98
Very High
Positive
0.98
Very High
Positive
1.00 (4) 4.00 (1)
Mission
Command
0.60
Moderate
Positive
0.98
Very High
Positive
1.00
Very High
Positive
1.00 (10) 5.00 (1)
Digital Security to Observed Performance
Summary, by Warfighting Function
Warfighting
Function
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Movement and
Maneuver
0.67
Moderate
Positive
0.86
High
Positive
0.89 High Positive 1.00 (7,9,10) 6.00 (8)
Intelligence 0.47
Low
Positive
0.84
High
Positive
0.82 High Positive 1.00 (4,5) 5.00 (3)
Sustainment 0.68
Moderate
Positive
0.84
High
Positive
0.93
Very High
Positive
1.00 (10) 4.00 (1)
Protection 0.62
Moderate
Positive
0.92
Very High
Positive
0.90
Very High
Positive
1.00 (9) 4.00 (3)
Mission
Command
0.44
Low
Positive
0.94
Very High
Positive
0.92
Very High
Positive
2.00 (6,7,8) 5.00 (3)
Additional Analysis
• Applied identical analysis method to
each Warfighting Function group
• Movement and Maneuver Systems:
Type of User and Digital Security
• Intelligence Systems: Adaptability
and Digital Security
• Sustainment Systems: Adaptability
and Digital Security
• Protection Systems: Adaptability and
Digital Security
• Mission Command Systems:
Adaptability and Environmental
Robustness
Validating Flexibility and Robustness:
Data Analysis Results
Broad Utility Architectural Decisions
seari.mit.edu 24© 2019 Arthur James Middlebrooks
Recall:
ü Holistically modeled the Operational
Environment, including the Strategic,
Operational, and Tactical levels, as well as
the Soldier, their Equipment, and their
assigned Task
ü Validated Flexibility and Robustness as key
Ilities for achieving Broad Utility
Broad Utility Architectural Decisions
seari.mit.edu 25
Flexibility Robustness
Soldier Flexibility: the ability of the system to be
physically, informationally, or psychologically
changed by the Soldier variable.
Soldier Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the Soldier variable.
Task Flexibility: the ability of the system to be
physically and/or psychologically changed by the
task variable.
Task Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical and/or psychological changes in the
Task variable.
Tactical Flexibility: the ability of the system to be
physically, informationally, or psychologically
changed by the mission, enemy, terrain, troops
available, time, and/or civilian considerations
variable(s) in the Tactical Operating Environment.
Tactical Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the mission, enemy, terrain, troops
available, time, and/or civilian considerations
variable(s) in the Tactical Operating Environment.
Operational Flexibility: the ability of the system to
be physically, informationally, or psychologically
changed by the political, military, economic, social,
information, infrastructure, physical environment,
and/or time variable(s) in the Operational Operating
Environment.
Operational Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the political, military, economic, social,
information, infrastructure, physical environment,
and/or time variable(s) in the Operational Operating
Environment.
Strategic Flexibility: the ability of the system to be
physically, informationally, or psychologically
changed by the diplomatic, information, military,
and/or economic variable(s) in the Strategic
Operating Environment.
Strategic Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the diplomatic, information, military,
and/or economic variable(s) in the Strategic
Operating Environment.
Broad
Utility
Soldier
Task
Tactical
Operational
Strategic
Soldier
Task
Tactical
Operational
Strategic
FLEXIBILITY
ROBUSTNESS
© 2019 Arthur James Middlebrooks
Recall:
ü Holistically modeled the Operational
Environment, including the Strategic,
Operational, and Tactical levels, as well as
the Soldier, their Equipment, and their
assigned Task
ü Validated Flexibility and Robustness as key
Ilities for achieving Broad Utility
Broad Utility Architectural Decisions
seari.mit.edu 26
Flexibility Robustness
Soldier Flexibility: the ability of the system to be
physically, informationally, or psychologically
changed by the Soldier variable.
Soldier Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the Soldier variable.
Task Flexibility: the ability of the system to be
physically and/or psychologically changed by the
task variable.
Task Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical and/or psychological changes in the
Task variable.
Tactical Flexibility: the ability of the system to be
physically, informationally, or psychologically
changed by the mission, enemy, terrain, troops
available, time, and/or civilian considerations
variable(s) in the Tactical Operating Environment.
Tactical Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the mission, enemy, terrain, troops
available, time, and/or civilian considerations
variable(s) in the Tactical Operating Environment.
Operational Flexibility: the ability of the system to
be physically, informationally, or psychologically
changed by the political, military, economic, social,
information, infrastructure, physical environment,
and/or time variable(s) in the Operational Operating
Environment.
Operational Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the political, military, economic, social,
information, infrastructure, physical environment,
and/or time variable(s) in the Operational Operating
Environment.
Strategic Flexibility: the ability of the system to be
physically, informationally, or psychologically
changed by the diplomatic, information, military,
and/or economic variable(s) in the Strategic
Operating Environment.
Strategic Robustness: the ability of the system to
maintain its level and/or set of specified parameters
despite physical, informational, and/or psychological
changes in the diplomatic, information, military,
and/or economic variable(s) in the Strategic
Operating Environment.
Broad
Utility
Soldier
Task
Tactical
Operational
Strategic
Soldier
Task
Tactical
Operational
Strategic
FLEXIBILITY
ROBUSTNESS
Broad Utility Architectural Decisions: An
approach for increasing the likelihood that the
system will appropriately respond to the system-
external variables of the Operational
Environment.
Benefits:
• Doctrinally-grounded
• Qualitatively and quantitively validated
• System-agnostic Foundational
Requirements
© 2019 Arthur James Middlebrooks
Recall:
ü Holistically modeled the Operational
Environment, including the Strategic,
Operational, and Tactical levels, as well as
the Soldier, their Equipment, and their
assigned Task
ü Validated Flexibility and Robustness as key
Ilities for achieving Broad Utility
Applying Broad Utility Architectural
Decisions to System Design
seari.mit.edu 27© 2019 Arthur James Middlebrooks
Position, Navigation, and
Timing System:
• Fundamental Objective:
Enable Soldiers to
navigate the battlefield
in GPS-enabled and
denied environments.
• Future OE: Dense
Urban Terrain
• System Function:
Maximize Position
Accuracy
• Use Broad Utility
Architectural Decisions
to mitigate adverse
effects.
Applying Broad Utility Architectural
Decisions to System Design
seari.mit.edu 28
System Attributes:
Manifestations of
Architectural Decisions
Broad Utility
Architectural
Decisions: Mitigating
Perturbation Effects
Perturbation Effects:
Impediments to Broad
Utility
Perturbation & System
Objective: Source of
Uncertainty Impacting
System Objective
Urbanization → Maximizing Position Accuracy
Reduced Network
Reliability
Operational
Robustness
System Maintains
Internal Time
Slowed
Connection
Speeds
Soldier Flexibility
System Allows
Soldier to Change
GPS Operating
Frequency
Social & Cultural
Conflict
Task Robustness
System Maintains
Internal and
External Power
1
2
3
4
© 2019 Arthur James Middlebrooks
Position, Navigation, and
Timing System:
• Fundamental Objective:
Enable Soldiers to
navigate the battlefield
in GPS-enabled and
denied environments.
• Future OE: Dense
Urban Terrain
• System Function:
Maximize Position
Accuracy
• Use Broad Utility
Architectural Decisions
to mitigate adverse
effects.
Applying Broad Utility Architectural
Decisions to System Design
seari.mit.edu 29
System Attributes:
Manifestations of
Architectural Decisions
Broad Utility
Architectural
Decisions: Mitigating
Perturbation Effects
Perturbation Effects:
Impediments to Broad
Utility
Perturbation & System
Objective: Source of
Uncertainty Impacting
System Objective
Urbanization → Maximizing Position Accuracy
Reduced Network
Reliability
Operational
Robustness
System Maintains
Internal Time
Slowed
Connection
Speeds
Soldier Flexibility
System Allows
Soldier to Change
GPS Operating
Frequency
Social & Cultural
Conflict
Task Robustness
System Maintains
Internal and
External Power
1
2
3
4
© 2019 Arthur James Middlebrooks
Position, Navigation, and
Timing System:
• Fundamental Objective:
Enable Soldiers to
navigate the battlefield
in GPS-enabled and
denied environments.
• Future OE: Dense
Urban Terrain
• System Function:
Maximize Position
Accuracy
• Use Broad Utility
Architectural Decisions
to mitigate adverse
effects.
Applying Broad Utility Architectural
Decisions to System Design
seari.mit.edu 30
System Attributes:
Manifestations of
Architectural Decisions
Broad Utility
Architectural
Decisions: Mitigating
Perturbation Effects
Perturbation Effects:
Impediments to Broad
Utility
Perturbation & System
Objective: Source of
Uncertainty Impacting
System Objective
Urbanization → Maximizing Position Accuracy
Reduced Network
Reliability
Operational
Robustness
System Maintains
Internal Time
Slowed
Connection
Speeds
Soldier Flexibility
System Allows
Soldier to Change
GPS Operating
Frequency
Social & Cultural
Conflict
Task Robustness
System Maintains
Internal and
External Power
1
2
3
4
© 2019 Arthur James Middlebrooks
Position, Navigation, and
Timing System:
• Fundamental Objective:
Enable Soldiers to
navigate the battlefield
in GPS-enabled and
denied environments.
• Future OE: Dense
Urban Terrain
• System Function:
Maximize Position
Accuracy
• Use Broad Utility
Architectural Decisions
to mitigate adverse
effects.
Applying Broad Utility Architectural
Decisions to System Design
seari.mit.edu 31
System Attributes:
Manifestations of
Architectural Decisions
Broad Utility
Architectural
Decisions: Mitigating
Perturbation Effects
Perturbation Effects:
Impediments to Broad
Utility
Perturbation & System
Objective: Source of
Uncertainty Impacting
System Objective
Urbanization → Maximizing Position Accuracy
Reduced Network
Reliability
Operational
Robustness
System Maintains
Internal Time
Slowed
Connection
Speeds
Soldier Flexibility
System Allows
Soldier to Change
GPS Operating
Frequency
Social & Cultural
Conflict
Task Robustness
System Maintains
Internal and
External Power
1
2
3
4
© 2019 Arthur James Middlebrooks
Position, Navigation, and
Timing System:
• Fundamental Objective:
Enable Soldiers to
navigate the battlefield
in GPS-enabled and
denied environments.
• Future OE: Dense
Urban Terrain
• System Function:
Maximize Position
Accuracy
• Use Broad Utility
Architectural Decisions
to mitigate adverse
effects.
Research Summary and Conclusions
seari.mit.edu 32© 2019 Arthur James Middlebrooks
OE Variables Disrupt System Broad Utility
Socially, Culturally, Physically, Informationally, and Psychologically
Operational Environment
Strategic
Operating
Environment Level 1
Level 2
Level 3
Diplomatic
Informational
Military
Economic
Political
Military
Economic
Social
Information
Infrastructure
PhysicalEnvironment
Time
Mission
Enemy
Terrain&Weather
TroopsAvailable
Time
CivilianConsiderations
Operational
Operating
Environment
Tactical
Operating
Environment
Soldier
TaskEquipment
1
Variable Interactions
Generate Complexity
Operational Operating
Environment
Political Military
Economic Social
Information Infrastructure
Physical Environment
Time
Tactical Operating
Environment
Mission Enemy
Terrain Troops Available
Time Civilian Considerations
Equipment Task
Strategic
Operating
Environment
Soldier Equipment Task
Operational
Operating
Environment
Tactical
Operating
Environment
Research Summary and Conclusions
seari.mit.edu 33© 2019 Arthur James Middlebrooks
OE Variables Disrupt System Broad Utility
Socially, Culturally, Physically, Informationally, and Psychologically
Operational Environment
Strategic
Operating
Environment Level 1
Level 2
Level 3
Diplomatic
Informational
Military
Economic
Political
Military
Economic
Social
Information
Infrastructure
PhysicalEnvironment
Time
Mission
Enemy
Terrain&Weather
TroopsAvailable
Time
CivilianConsiderations
Operational
Operating
Environment
Tactical
Operating
Environment
Soldier
TaskEquipment
21
Variable Interactions
Generate Complexity
Operational Operating
Environment
Political Military
Economic Social
Information Infrastructure
Physical Environment
Time
Tactical Operating
Environment
Mission Enemy
Terrain Troops Available
Time Civilian Considerations
Equipment Task
Strategic
Operating
Environment
Soldier Equipment Task
Operational
Operating
Environment
Tactical
Operating
Environment
Research Summary and Conclusions
seari.mit.edu 34© 2019 Arthur James Middlebrooks
OE Variables Disrupt System Broad Utility
Socially, Culturally, Physically, Informationally, and Psychologically
Operational Environment
Strategic
Operating
Environment Level 1
Level 2
Level 3
Diplomatic
Informational
Military
Economic
Political
Military
Economic
Social
Information
Infrastructure
PhysicalEnvironment
Time
Mission
Enemy
Terrain&Weather
TroopsAvailable
Time
CivilianConsiderations
Operational
Operating
Environment
Tactical
Operating
Environment
Soldier
TaskEquipment
Ilities Manage OE
Complexity
21
3
Variable Interactions
Generate Complexity
Operational Operating
Environment
Political Military
Economic Social
Information Infrastructure
Physical Environment
Time
Tactical Operating
Environment
Mission Enemy
Terrain Troops Available
Time Civilian Considerations
Equipment Task
Strategic
Operating
Environment
Soldier Equipment Task
Operational
Operating
Environment
Tactical
Operating
Environment
Research Summary and Conclusions
seari.mit.edu 35© 2019 Arthur James Middlebrooks
OE Variables Disrupt System Broad Utility
Socially, Culturally, Physically, Informationally, and Psychologically
Operational Environment
Strategic
Operating
Environment Level 1
Level 2
Level 3
Diplomatic
Informational
Military
Economic
Political
Military
Economic
Social
Information
Infrastructure
PhysicalEnvironment
Time
Mission
Enemy
Terrain&Weather
TroopsAvailable
Time
CivilianConsiderations
Operational
Operating
Environment
Tactical
Operating
Environment
Soldier
TaskEquipment
Flexibility and Robustness Factor to
Observed Performance Summary, Overall
Ility Factor
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Flexibility
Type of User 0.46
Low
Positive
0.94
Very High
Positive
1.00
Very High
Positive
2.00 (4) 4.75 (2)
Adaptability 0.63
Moderate
Positive
0.99
Very High
Positive
0.98
Very High
Positive
1.00 (4,9) 4.50 (1)
System Integration 0.48
Low
Positive
0.96
Very High
Positive
0.95
Very High
Positive
2.00
(4,8,9)
4.75 (3)
Robustness
Environmental
Robustness
0.56
Moderate
Positive
0.98
Very High
Positive
0.99
Very High
Positive
1.50 (10) 5.00 (1)
Digital Security 0.52
Moderate
Positive
0.95
Very High
Positive
0.96
Very High
Positive
1.00 (4) 4.50 (3)
Flexibility and Robustness
Increase Broad Utility
21
4 Ilities Manage OE
Complexity
3
Variable Interactions
Generate Complexity
Operational Operating
Environment
Political Military
Economic Social
Information Infrastructure
Physical Environment
Time
Tactical Operating
Environment
Mission Enemy
Terrain Troops Available
Time Civilian Considerations
Equipment Task
Strategic
Operating
Environment
Soldier Equipment Task
Operational
Operating
Environment
Tactical
Operating
Environment
Research Summary and Conclusions
seari.mit.edu 36© 2019 Arthur James Middlebrooks
OE Variables Disrupt System Broad Utility
Socially, Culturally, Physically, Informationally, and Psychologically
Operational Environment
Strategic
Operating
Environment Level 1
Level 2
Level 3
Diplomatic
Informational
Military
Economic
Political
Military
Economic
Social
Information
Infrastructure
PhysicalEnvironment
Time
Mission
Enemy
Terrain&Weather
TroopsAvailable
Time
CivilianConsiderations
Operational
Operating
Environment
Tactical
Operating
Environment
Soldier
TaskEquipment
Flexibility Robustness
Broad
Utility
Soldier
Task
Tactical
Operational
Strategic
Soldier
Task
Tactical
Operational
Strategic
FLEXIBILITY
ROBUSTNESS
Broad Utility Architectural Decisions
Enable Resilient System Design
Flexibility and Robustness Factor to
Observed Performance Summary, Overall
Ility Factor
Data Analysis Evaluation Criteria
All System Observations
(w/ Assessor Variability)
Mean Trendline
(Averaging Out Assessor Variability)
Inter-Quartile Range
(IQR)
Rp
Value
Linear
Relationship
Rp
Value
Linear
Relationship
Rs
Value
Monotonic
Relationship
Minimum
(Rating(s))
Maximum
(Rating(s))
Flexibility
Type of User 0.46
Low
Positive
0.94
Very High
Positive
1.00
Very High
Positive
2.00 (4) 4.75 (2)
Adaptability 0.63
Moderate
Positive
0.99
Very High
Positive
0.98
Very High
Positive
1.00 (4,9) 4.50 (1)
System Integration 0.48
Low
Positive
0.96
Very High
Positive
0.95
Very High
Positive
2.00
(4,8,9)
4.75 (3)
Robustness
Environmental
Robustness
0.56
Moderate
Positive
0.98
Very High
Positive
0.99
Very High
Positive
1.50 (10) 5.00 (1)
Digital Security 0.52
Moderate
Positive
0.95
Very High
Positive
0.96
Very High
Positive
1.00 (4) 4.50 (3)
Flexibility and Robustness
Increase Broad Utility
21
45 Ilities Manage OE
Complexity
3
DETAILED DATA ANALYSIS METHOD
AND RESULTS
seari.mit.edu 37© 2019 Arthur James Middlebrooks
Example ART/TSOA Factor Scoring
seari.mit.edu 38
Log 1 Log 2 Log 3 Log 4 Log 5 Log 6 User 1 User 2 User 3 User 4 User 5 Tech 1 Tech 2 Tech 3 Tech 4 Tech 5 Tech 6
AVG Most Likely 4.5 4.0 5.8 3.0 7.5 6.8 5.2 5.4 4.0 3.8 5.0 3.2 4.4 2.3 2.8 4.0 2.8
Best Case Hi 7.0 6.0 9.0 6.0 9.0 9.0 6.0 8.0 8.0 7.0 7.0 6.0 7.0 6.0 6.0 5.0 5.0
Worst Case Low 1.0 1.0 1.0 1.0 3.0 2.0 2.0 1.0 2.0 2.0 3.0 1.0 1.0 1.0 1.0 1.0 1.0
Average 4.6 3.8 5.7 3.1 7.3 6.7 4.6 5.5 4.1 3.8 5.0 3.3 4.3 2.1 2.8 3.6 2.8
0.0
1.0
2.0
3.0
4.0
5.0
6.0
7.0
8.0
9.0
10.0
EXAMPLE WTTM Factor Level Assessment Statistics
© 2019 Arthur James Middlebrooks
Data Analysis Method
seari.mit.edu 39
Group Systems by
Warfighting Function Step 1
Select Appropriate
ART/TSOA Factors to
Represent Flexibility,
Robustness, and Broad
Utility
Step 2
Conduct Data Analysis Step 3
Analyze Results Step 4
Quantitative Support
for Flexibility and
Robustness
Outcomes
A doctrinally-based,
sanitized and ordered
method for analyzing
tested systems
Quantitative measurements
that represent Ilities
Quantitative evidence
supporting the inclusion of
Flexibility and Robustness
as a means for Broad
Utility
Reasonable conclusions
based on data
Final
Outcome
© 2019 Arthur James Middlebrooks
Detailed Data Analysis
seari.mit.edu 40
Group Systems by
Warfighting Function Step 1
Select Appropriate
ART/TSOA Factors to
Represent Flexibility,
Robustness, and Broad
Utility
Step 2
Conduct Data
Analysis Step 3
Analyze Results Step 4
Quantitative Support
for Flexibility and
Robustness
Outcomes
A doctrinally-based,
sanitized and ordered
method for analyzing
tested systems
Quantitative measurements
that represent Ilities
Quantitative evidence
supporting the inclusion of
Flexibility and Robustness
as a means for Broad
Utility
Reasonable conclusions
based on data
3.1. Clean Data
• Remove Extraneous Factors
• Remove Missing Data Points
3.2. Create Factor-Observe Performance
Box & Whisker Plot
• Visualize Factor-Observed Performance Relationships
3.3. Repeat Step 3.2 for each Factor, by
Warfighting Function (WFF)
• Visualize factor importance for each WFF
Final
Outcome
© 2019 Arthur James Middlebrooks
Box and Whisker Plots
seari.mit.edu 41
X
MEAN
INTERQUARILE RANGE
(IQR)
Term Definition Thesis Application
Lowest Observation
“The least value, excluding outliers.” [49] At a given factor score, the lowest Observed
Performance rating of all sampled system
observations.
Lower Quartile (Q1)
25th Percentile; “25% of the data is less than
this value”; 75% of the data is greater than this
value. [49]
At a given factor rating, the Observed
Performance rating below which 25% of the
systems scored.
Median (Q2)
50th Percentile; “50% of the data is less than
this value”; 50% of the data is greater than this
value “middle of dataset.” [49]
At a given factor rating, the Observed
Performance rating below which 50% of the
systems scored.
Mean (X)
“The sum of all values for the variable divided
by the count of how many values the variable
has.’ [47, p. 45]
At a given factor rating, the average Observed
Performance rating for all sampled system
observations.
Upper Quartile (Q3)
75th Percentile; 75% of the data is less than this
value; “25% of the data is greater than this
value.” [49]
At a given factor rating, the Observed
Performance rating below which 75% of the
systems scored.
Highest Observation
“The greatest value, excluding outliers.” [49] At a given factor score, the highest Observed
Performance rating of all sampled system
observations.
Interquartile Range (IQR)
A measure of variability in the data; “the
difference between the first and third quartiles.”
[50]
At a given factor rating, the area in which 50%
of the Observed Performance ratings occurred
for all sampled system observations.
© 2019 Arthur James Middlebrooks
US Army Warfighting Function Definitions
seari.mit.edu 42
USArmyWarfighting
Functions
Movement and
Maneuver
Intelligence
Fires
Sustainment
Protection
Mission
Command
© 2019 Arthur James Middlebrooks
Movement and Maneuver: “the related tasks and systems that move and employ
forces to achieve a position of relative advantage over the enemy and other
threats.” [10]
Intelligence: “the related tasks and system that facilitate understanding the
enemy, terrain, weather, civil considerations, and other significant aspects of the
operational environment.” [10]
Fires: “the related tasks and systems that provide collective and coordinated use
of Army indirect fires, air and missile defense, and joint fires through the targeting
process.” [10]
Sustainment: “the related tasks and systems that provide support and services to
ensure freedom of action, operational reach, and prolong endurance.” [10]
Protection: “the related tasks and systems that preserve the force so the
commander can apply maximum combat power to accomplish the mission.” [10]
Mission Command: “the related tasks and systems that develop and integrate
those activities enabling the commander to balance the art of command and the
science of control in order to integrate the other warfighting functions.” [10]
Movement and Maneuver Systems Analysis
seari.mit.edu 43© 2019 Arthur James Middlebrooks
Intelligence Systems Analysis
seari.mit.edu 44© 2019 Arthur James Middlebrooks
Sustainment Systems Analysis
seari.mit.edu 45© 2019 Arthur James Middlebrooks
Protection Systems Analysis
seari.mit.edu 46© 2019 Arthur James Middlebrooks
Mission Command Systems Analysis
seari.mit.edu 47© 2019 Arthur James Middlebrooks

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CSER 2019 - Broad Utility: Architecting Flexible and Robust Systems for a Complex Operational Environment

  • 1. Broad Utility: Architecting Flexible and Robust Systems for a Complex Operational Environment Captain Arthur J. Middlebrooks Massachusetts Institute of Technology arthurjm@mit.edu
  • 2. Conference On Systems Engineering Research (CSER) 2019 Washington, D.C. 4 April, 2019 Broad Utility: Architecting Flexible and Robust Systems for a Complex Operational Environment Captain Arthur J. Middlebrooks Operations Research & Systems Analyst | US Army Engineering & Management M.S. Candidate | Massachusetts Institute of Technology Systems Engineering Fellow | Draper arthurjm@mit.edu
  • 3. Research Motivation & Scope seari.mit.edu 2© 2019 Arthur James Middlebrooks Research Objective Provide defense-oriented Systems Engineers and Architects with a useful approach for architecting technical systems, employed by U.S. Army Soldiers, that can appropriately respond to a dynamic, complex Operational Environment in order to achieve mission success. Research Motivation The Operational Environment of today and tomorrow is increasingly complex—the interactions of systems and operators generate unpredictable outcomes—and the equipment Soldiers employ during the conduct of their assigned mission must remain effective, despite changing conditions. Emerging Trends in the Operational Environment • Economic Inequality • Big Data • Artificial Intelligence • Climate Change • Resource Competition • Population Growth • Urbanization • Wide Range of Missions and Adversaries
  • 4. Research Motivation & Scope seari.mit.edu 3 Engineered Resilient Systems (ERS) Efforts System Design Requirements Broad Utility •Architecture Documentation •ERS CONOPS Documentation •System Design •Initial Lifecycle Cost Modeling •Industry Pilots •Intellectual Property management •Govt, Industry, and Academia Architecture Working Group •Identify Use Cases, Quality Attributes, Requirements, and Interfaces •Broad Utility •Repel, Resist, or Absorb •Recover •Adapt •DIME, PMESII-PT, and METT-TC •Soldier, Engineered Resilient System, and Task •Flexibility and Robustness ART/TSOA Event Data SAI Method Scope Vector ApplyValidate Thesis Scope Research Scope © 2019 Arthur James Middlebrooks Research Objective Provide defense-oriented Systems Engineers and Architects with a useful approach for architecting technical systems, employed by U.S. Army Soldiers, that can appropriately respond to a dynamic, complex Operational Environment in order to achieve mission success. Research Motivation The Operational Environment of today and tomorrow is increasingly complex—the interactions of systems and operators generate unpredictable outcomes—and the equipment Soldiers employ during the conduct of their assigned mission must remain effective, despite changing conditions. Emerging Trends in the Operational Environment • Economic Inequality • Big Data • Artificial Intelligence • Climate Change • Resource Competition • Population Growth • Urbanization • Wide Range of Missions and Adversaries
  • 5. Executive Summary: Broad Utility Architectural Decisions seari.mit.edu © 2019 Arthur James Middlebrooks 4 Architectural Decisions: “the subset of design decisions that are most impactful” [2] and the source from which all future system requirements stem. Broad Utility: the ability of a system to “perform effectively in a wide range of operations across multiple futures despite experiencing disruptions.” [1] Broad Utility Repel, Resist, or Absorb Adapt Recover Optimal Solutions Resilient Solutions Properties of Engineered Resilient Systems [1]
  • 6. Executive Summary: Broad Utility Architectural Decisions seari.mit.edu © 2019 Arthur James Middlebrooks 5 Broad Utility Soldier Task Tactical Operational Strategic Soldier Task Tactical Operational Strategic FLEXIBILITY ROBUSTNESS Research Contribution: In order to develop systems that exhibit Broad Utility, system designers should architect the system to be Flexible and Robust to the variables of the Operational Environment. Architectural Decisions: “the subset of design decisions that are most impactful” [2] and the source from which all future system requirements stem. Broad Utility: the ability of a system to “perform effectively in a wide range of operations across multiple futures despite experiencing disruptions.” [1] Broad Utility Repel, Resist, or Absorb Adapt Recover Optimal Solutions Resilient Solutions Properties of Engineered Resilient Systems [1] Broad Utility Architectural Decisions
  • 7. Agenda qResearch Motivation and Scope qOperational Environment Exchange Network (OEEN): Modeling a Complex Operational Environment qFlexibility and Robustness: Critical Measures of Effectiveness in the Operational Environment qBroad Utility Architectural Decisions: System Flexibility and Robustness in the Operational Environment qSummary and Conclusions seari.mit.edu 6© 2019 Arthur James Middlebrooks
  • 8. Doctrinal Gaps in Architecting for Broad Utility 1) Integrating the Strategic, Operational, and Tactical Environments 2) Including the Soldier, their Equipment, and their Task in the Operational Environment 3) Specifying the Operational Environment Variable Exchanges seari.mit.edu 7 Operational Environment Strategic Operating Environment Level 1 Level 2 Level 3 Diplomatic Informational Military Economic Political Military Economic Social Information Infrastructure PhysicalEnvironment Time Mission Enemy Terrain&Weather TroopsAvailable Time CivilianConsiderations Operational Operating Environment Tactical Operating Environment © 2019 Arthur James Middlebrooks Understanding the Operational Environment
  • 9. Doctrinal Gaps in Architecting for Broad Utility 1) Integrating the Strategic, Operational, and Tactical Environments 2) Including the Soldier, their Equipment, and their Task in the Operational Environment 3) Specifying the Operational Environment Variable Exchanges seari.mit.edu 8 By resolving gaps in current DoD doctrine, Systems Engineers and Architects can better understand how the variables of the Operational Environment impact a system’s Broad Utility. Operational Environment Strategic Operating Environment Level 1 Level 2 Level 3 Diplomatic Informational Military Economic Political Military Economic Social Information Infrastructure PhysicalEnvironment Time Mission Enemy Terrain&Weather TroopsAvailable Time CivilianConsiderations Operational Operating Environment Tactical Operating Environment © 2019 Arthur James Middlebrooks Understanding the Operational Environment [3]
  • 10. seari.mit.edu 9 OE Variable Exchanges Social Cultural Physical Informational Psychological © 2019 Arthur James Middlebrooks Operational Environment Exchange Network: Modeling the Operational Environment Operational Operating Environment Political Military Economic Social Information Infrastructure Physical Environment Time Tactical Operating Environment Mission Enemy Terrain Troops Available Time Civilian Considerations Equipment Task Operational Environment Strategic Operating Environment Soldier Equipment Task Operational Operating Environment Tactical Operating Environment
  • 11. seari.mit.edu 10 OE Variable Exchanges Social Cultural Physical Informational Psychological “Today, there is an increasing realization that much of the value that Engineering Systems generate depends on the degree to which they possess certain lifecycle properties, a.k.a. ‘ilities’.” [4, p. 3] © 2019 Arthur James Middlebrooks Operational Environment Exchange Network: Modeling the Operational Environment Operational Operating Environment Political Military Economic Social Information Infrastructure Physical Environment Time Tactical Operating Environment Mission Enemy Terrain Troops Available Time Civilian Considerations Equipment Task Operational Environment Strategic Operating Environment Soldier Equipment Task Operational Operating Environment Tactical Operating Environment
  • 12. seari.mit.edu 11© 2019 Arthur James Middlebrooks Flexibility and Robustness: Measures of Effectiveness in the Operational Environment Ilities (System Lifecycle Properties): system properties that “often manifest and determine value after a system is put into initial use. Rather than being primary functional requirements, these properties concern wider impacts with respect to context, time, and stakeholders. [5]
  • 13. seari.mit.edu 12© 2019 Arthur James Middlebrooks Flexibility and Robustness: Measures of Effectiveness in the Operational Environment Broad Utility Means-End Hierarchy [5] Ilities (System Lifecycle Properties): system properties that “often manifest and determine value after a system is put into initial use. Rather than being primary functional requirements, these properties concern wider impacts with respect to context, time, and stakeholders. [5]
  • 14. seari.mit.edu 13© 2019 Arthur James Middlebrooks Flexibility and Robustness: Measures of Effectiveness in the Operational Environment Value Robustness: the ability of a system to maintain value delivery in spite of changes in needs or context. Robustness: the ability of a system to maintain its level and/or set of specified parameters in the context of change system external and internal factors. Flexibility: the ability of a system to be changed by a system-external change agent with intent Broad Utility Means-End Hierarchy [5] [6] [6] [6] Ilities (System Lifecycle Properties): system properties that “often manifest and determine value after a system is put into initial use. Rather than being primary functional requirements, these properties concern wider impacts with respect to context, time, and stakeholders. [5]
  • 15. seari.mit.edu 14 Conclusions • Ilities are related, but not conclusively; however, Changeability (Flexibility) and Robustness are critical. • Hierarchies represent subjective assessments— is there empirical evidence to support these claims? © 2019 Arthur James Middlebrooks Flexibility and Robustness: Measures of Effectiveness in the Operational Environment Value Robustness: the ability of a system to maintain value delivery in spite of changes in needs or context. Robustness: the ability of a system to maintain its level and/or set of specified parameters in the context of change system external and internal factors. Flexibility: the ability of a system to be changed by a system-external change agent with intent Broad Utility Means-End Hierarchy [5] [6] [6] [6] Ilities (System Lifecycle Properties): system properties that “often manifest and determine value after a system is put into initial use. Rather than being primary functional requirements, these properties concern wider impacts with respect to context, time, and stakeholders. [5]
  • 16. seari.mit.edu 15 The Technical Support and Operational Analysis (TSOA) system evaluation program, “is the centerpiece of the Adaptive Red Team (ART). TSOA consists of live field experiments that integrate developers and warfighters in complex environments to stress systems through mission scenarios…with teams invested in creating solutions for the warfighter.” [7] [7] [7] © 2019 Arthur James Middlebrooks Validating Flexibility and Robustness: ART/TSOA Program
  • 17. seari.mit.edu 16 The Technical Support and Operational Analysis (TSOA) system evaluation program, “is the centerpiece of the Adaptive Red Team (ART). TSOA consists of live field experiments that integrate developers and warfighters in complex environments to stress systems through mission scenarios…with teams invested in creating solutions for the warfighter.” [7] [7] [7] © 2019 Arthur James Middlebrooks 6 Logistics Supportability 1 Response to Malfunctions 2 Routine Maintenance 3 Support Planning 4 Repair and Replacement Parts 5 Setup Requirements 6 Transportation Requirements User Factors 1 Training Burden 2 Type of User 3 Ease of Use 4 Interpreting System Output 5 Task Loading Technical Factors1 Observed Performance 2 Adaptability 3 System Integration 4 Digital Security 5 Environmental Robustness TSOA System Evaluation Criteria Validating Flexibility and Robustness: ART/TSOA Program [7]
  • 18. seari.mit.edu 17 The Technical Support and Operational Analysis (TSOA) system evaluation program, “is the centerpiece of the Adaptive Red Team (ART). TSOA consists of live field experiments that integrate developers and warfighters in complex environments to stress systems through mission scenarios…with teams invested in creating solutions for the warfighter.” [7] USArmyWarfighting Functions Movement and Maneuver 16 Intelligence 50 Fires 1 Sustainment 20 Protection 57 Mission Command 43 Number of Systems Total Number of Systems 186 Total System Observations: 533 Number of System Assessors: 157 [7] [7] © 2019 Arthur James Middlebrooks 6 Logistics Supportability 1 Response to Malfunctions 2 Routine Maintenance 3 Support Planning 4 Repair and Replacement Parts 5 Setup Requirements 6 Transportation Requirements User Factors 1 Training Burden 2 Type of User 3 Ease of Use 4 Interpreting System Output 5 Task Loading Technical Factors1 Observed Performance 2 Adaptability 3 System Integration 4 Digital Security 5 Environmental Robustness TSOA System Evaluation Criteria Validating Flexibility and Robustness: ART/TSOA Program [7] TSOA Dataset Summary
  • 19. seari.mit.edu 18 Hypothesis A higher factor rating corresponds to a higher Observed Performance rating. Factor Rating (Higher = Better) ObservedPerformanceRating (Higher=Better) Ideal System Broad Utility Hypothesis © 2019 Arthur James Middlebrooks Validating Flexibility and Robustness: Hypothesis and Factor Selection
  • 20. seari.mit.edu 19 Hypothesis A higher factor rating corresponds to a higher Observed Performance rating. Factor Rating (Higher = Better) ObservedPerformanceRating (Higher=Better) Ideal System Broad Utility Hypothesis © 2019 Arthur James Middlebrooks Validating Flexibility and Robustness: Hypothesis and Factor Selection
  • 21. seari.mit.edu 20 Factor Rating (Dimensionless, Higher = Better) 1 2 3 4 5 6 7 8 9 10 ObservedPerformanceRating(Dimensionless,Higher=Better) 0 2 4 6 8 10 12 [EXAMPLE] FACTOR-OBSERVED PERFORMANCE BOX & WHISKER PLOT Observed Performance Mean Observed PerformanceTrendline © 2019 Arthur James Middlebrooks X MEAN INTERQUARILE RANGE (IQR) Validating Flexibility and Robustness: Data Analysis Method
  • 22. seari.mit.edu 21 Hypothesis Evaluation Criteria • Linear Relationship between Flexibility/Robustness and Observed Performance (Pearson’s Correlation Coefficient, Rp) • Monotonic Relationship between Flexibility/Robustness and Observed Performance (Spearman’s Rank-Order Correlation Coefficient, Rs) Factor Rating (Dimensionless, Higher = Better) 1 2 3 4 5 6 7 8 9 10 ObservedPerformanceRating(Dimensionless,Higher=Better) 0 2 4 6 8 10 12 [EXAMPLE] FACTOR-OBSERVED PERFORMANCE BOX & WHISKER PLOT Observed Performance Mean Observed PerformanceTrendline © 2019 Arthur James Middlebrooks X MEAN INTERQUARILE RANGE (IQR) Validating Flexibility and Robustness: Data Analysis Method
  • 23. seari.mit.edu 22 Flexibility and Robustness Factor to Observed Performance Summary, Overall Ility Factor Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Flexibility Type of User 0.46 Low Positive 0.94 Very High Positive 1.00 Very High Positive 2.00 (4) 4.75 (2) Adaptability 0.63 Moderate Positive 0.99 Very High Positive 0.98 Very High Positive 1.00 (4,9) 4.50 (1) System Integration 0.48 Low Positive 0.96 Very High Positive 0.95 Very High Positive 2.00 (4,8,9) 4.75 (3) Robustness Environmental Robustness 0.56 Moderate Positive 0.98 Very High Positive 0.99 Very High Positive 1.50 (10) 5.00 (1) Digital Security 0.52 Moderate Positive 0.95 Very High Positive 0.96 Very High Positive 1.00 (4) 4.50 (3) Findings • For all 533 observations, regardless of system function, Flexibility and Robustness displayed a positive linear and monotonic relationship to Observed Performance (Broad Utility). • Flexible and/or Robust systems are more likely to exhibit Broad Utility. © 2019 Arthur James Middlebrooks Validating Flexibility and Robustness: Data Analysis Results
  • 24. seari.mit.edu 23 Flexibility and Robustness Factor to Observed Performance Summary, Overall Ility Factor Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Flexibility Type of User 0.46 Low Positive 0.94 Very High Positive 1.00 Very High Positive 2.00 (4) 4.75 (2) Adaptability 0.63 Moderate Positive 0.99 Very High Positive 0.98 Very High Positive 1.00 (4,9) 4.50 (1) System Integration 0.48 Low Positive 0.96 Very High Positive 0.95 Very High Positive 2.00 (4,8,9) 4.75 (3) Robustness Environmental Robustness 0.56 Moderate Positive 0.98 Very High Positive 0.99 Very High Positive 1.50 (10) 5.00 (1) Digital Security 0.52 Moderate Positive 0.95 Very High Positive 0.96 Very High Positive 1.00 (4) 4.50 (3) Findings • For all 533 observations, regardless of system function, Flexibility and Robustness displayed a positive linear and monotonic relationship to Observed Performance (Broad Utility). • Flexible and/or Robust systems are more likely to exhibit Broad Utility. © 2019 Arthur James Middlebrooks Type of User to Observed Performance Summary, by Warfighting Function Warfighting Function Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Movement and Maneuver 0.76 High Positive 0.94 Very High Positive 0.93 Very High Positive 1.00 (8,9) 4.25 (5) Intelligence 0.42 Low Positive 0.84 High Positive 0.98 Very High Positive 1.00 (2,4) 4.00 (10) Sustainment 0.43 Low Positive 0.79 High Positive 0.37 Low Positive 1.25 (8) 2.50 (7) Protection 0.40 Low Positive 0.85 High Positive 0.88 High Positive 2.00 (10) 3.00 (3,5,6,7,8,9) Mission Command 0.43 Low Positive 0.77 High Positive 0.66 Moderate Positive 2.00 (4,7,9) 5.25 (1,2) Adaptability to Observed Performance Summary, by Warfighting Function Warfighting Function Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Movement and Maneuver 0.57 Moderate Positive 0.72 High Positive 0.60 Moderate Positive 1.00 (8) 4.00 (10) Intelligence 0.62 Moderate Positive 0.90 Very High Positive 0.93 Very High Positive 1.00 (5) 5.50 (1) Sustainment 0.57 Moderate Positive 0.79 High Positive 0.88 High Positive 1.00 (8,9) 4.00 (10) Protection 0.62 Moderate Positive 0.94 Very High Positive 0.94 Very High Positive 1.00 (4,9) 5.50 (2) Mission Command 0.69 Moderate Positive 0.96 Very High Positive 0.96 Very High Positive 1.50 (9) 5.00 (2) System Integration to Observed Performance Summary, by Warfighting Function Warfighting Function Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Movement and Maneuver 0.26 Negligible 0.52 Moderate Positive 0.50 Moderate Positive 1.00 (10) 6.00 (1) Intelligence 0.50 Moderate Positive 0.95 Very High Positive 0.95 Very High Positive 1.00 (2) 3.00 (5) Sustainment 0.22 Negligible 0.41 Low Positive 0.26 Negligible 1.00 (10) 7.50 (4) Protection 0.53 Moderate Positive 0.94 Very High Positive 0.93 Very High Positive 1.00 (2,10) 3.00 (3,5) Mission Command 0.53 Moderate Positive 0.96 Very High Positive 0.98 Very High Positive 0.75 (10) 5.00 (1) Environmental Robustness to Observed Performance Summary, by Warfighting Function Warfighting Function Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Movement and Maneuver 0.52 Moderate Positive 0.85 High Positive 0.73 High Positive 1.00 (9) 4.75 (10) Intelligence 0.51 Moderate Positive 0.90 Very High Positive 0.87 High Positive 1.00 (5) 6.25 (1) Sustainment 0.23 Negligible 0.55 Moderate Positive 0.43 Low Positive 1.00 (6) 5.5 (5) Protection 0.64 Moderate Positive 0.98 Very High Positive 0.98 Very High Positive 1.00 (4) 4.00 (1) Mission Command 0.60 Moderate Positive 0.98 Very High Positive 1.00 Very High Positive 1.00 (10) 5.00 (1) Digital Security to Observed Performance Summary, by Warfighting Function Warfighting Function Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Movement and Maneuver 0.67 Moderate Positive 0.86 High Positive 0.89 High Positive 1.00 (7,9,10) 6.00 (8) Intelligence 0.47 Low Positive 0.84 High Positive 0.82 High Positive 1.00 (4,5) 5.00 (3) Sustainment 0.68 Moderate Positive 0.84 High Positive 0.93 Very High Positive 1.00 (10) 4.00 (1) Protection 0.62 Moderate Positive 0.92 Very High Positive 0.90 Very High Positive 1.00 (9) 4.00 (3) Mission Command 0.44 Low Positive 0.94 Very High Positive 0.92 Very High Positive 2.00 (6,7,8) 5.00 (3) Additional Analysis • Applied identical analysis method to each Warfighting Function group • Movement and Maneuver Systems: Type of User and Digital Security • Intelligence Systems: Adaptability and Digital Security • Sustainment Systems: Adaptability and Digital Security • Protection Systems: Adaptability and Digital Security • Mission Command Systems: Adaptability and Environmental Robustness Validating Flexibility and Robustness: Data Analysis Results
  • 25. Broad Utility Architectural Decisions seari.mit.edu 24© 2019 Arthur James Middlebrooks Recall: ü Holistically modeled the Operational Environment, including the Strategic, Operational, and Tactical levels, as well as the Soldier, their Equipment, and their assigned Task ü Validated Flexibility and Robustness as key Ilities for achieving Broad Utility
  • 26. Broad Utility Architectural Decisions seari.mit.edu 25 Flexibility Robustness Soldier Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the Soldier variable. Soldier Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the Soldier variable. Task Flexibility: the ability of the system to be physically and/or psychologically changed by the task variable. Task Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical and/or psychological changes in the Task variable. Tactical Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the mission, enemy, terrain, troops available, time, and/or civilian considerations variable(s) in the Tactical Operating Environment. Tactical Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the mission, enemy, terrain, troops available, time, and/or civilian considerations variable(s) in the Tactical Operating Environment. Operational Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the political, military, economic, social, information, infrastructure, physical environment, and/or time variable(s) in the Operational Operating Environment. Operational Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the political, military, economic, social, information, infrastructure, physical environment, and/or time variable(s) in the Operational Operating Environment. Strategic Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the diplomatic, information, military, and/or economic variable(s) in the Strategic Operating Environment. Strategic Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the diplomatic, information, military, and/or economic variable(s) in the Strategic Operating Environment. Broad Utility Soldier Task Tactical Operational Strategic Soldier Task Tactical Operational Strategic FLEXIBILITY ROBUSTNESS © 2019 Arthur James Middlebrooks Recall: ü Holistically modeled the Operational Environment, including the Strategic, Operational, and Tactical levels, as well as the Soldier, their Equipment, and their assigned Task ü Validated Flexibility and Robustness as key Ilities for achieving Broad Utility
  • 27. Broad Utility Architectural Decisions seari.mit.edu 26 Flexibility Robustness Soldier Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the Soldier variable. Soldier Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the Soldier variable. Task Flexibility: the ability of the system to be physically and/or psychologically changed by the task variable. Task Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical and/or psychological changes in the Task variable. Tactical Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the mission, enemy, terrain, troops available, time, and/or civilian considerations variable(s) in the Tactical Operating Environment. Tactical Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the mission, enemy, terrain, troops available, time, and/or civilian considerations variable(s) in the Tactical Operating Environment. Operational Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the political, military, economic, social, information, infrastructure, physical environment, and/or time variable(s) in the Operational Operating Environment. Operational Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the political, military, economic, social, information, infrastructure, physical environment, and/or time variable(s) in the Operational Operating Environment. Strategic Flexibility: the ability of the system to be physically, informationally, or psychologically changed by the diplomatic, information, military, and/or economic variable(s) in the Strategic Operating Environment. Strategic Robustness: the ability of the system to maintain its level and/or set of specified parameters despite physical, informational, and/or psychological changes in the diplomatic, information, military, and/or economic variable(s) in the Strategic Operating Environment. Broad Utility Soldier Task Tactical Operational Strategic Soldier Task Tactical Operational Strategic FLEXIBILITY ROBUSTNESS Broad Utility Architectural Decisions: An approach for increasing the likelihood that the system will appropriately respond to the system- external variables of the Operational Environment. Benefits: • Doctrinally-grounded • Qualitatively and quantitively validated • System-agnostic Foundational Requirements © 2019 Arthur James Middlebrooks Recall: ü Holistically modeled the Operational Environment, including the Strategic, Operational, and Tactical levels, as well as the Soldier, their Equipment, and their assigned Task ü Validated Flexibility and Robustness as key Ilities for achieving Broad Utility
  • 28. Applying Broad Utility Architectural Decisions to System Design seari.mit.edu 27© 2019 Arthur James Middlebrooks Position, Navigation, and Timing System: • Fundamental Objective: Enable Soldiers to navigate the battlefield in GPS-enabled and denied environments. • Future OE: Dense Urban Terrain • System Function: Maximize Position Accuracy • Use Broad Utility Architectural Decisions to mitigate adverse effects.
  • 29. Applying Broad Utility Architectural Decisions to System Design seari.mit.edu 28 System Attributes: Manifestations of Architectural Decisions Broad Utility Architectural Decisions: Mitigating Perturbation Effects Perturbation Effects: Impediments to Broad Utility Perturbation & System Objective: Source of Uncertainty Impacting System Objective Urbanization → Maximizing Position Accuracy Reduced Network Reliability Operational Robustness System Maintains Internal Time Slowed Connection Speeds Soldier Flexibility System Allows Soldier to Change GPS Operating Frequency Social & Cultural Conflict Task Robustness System Maintains Internal and External Power 1 2 3 4 © 2019 Arthur James Middlebrooks Position, Navigation, and Timing System: • Fundamental Objective: Enable Soldiers to navigate the battlefield in GPS-enabled and denied environments. • Future OE: Dense Urban Terrain • System Function: Maximize Position Accuracy • Use Broad Utility Architectural Decisions to mitigate adverse effects.
  • 30. Applying Broad Utility Architectural Decisions to System Design seari.mit.edu 29 System Attributes: Manifestations of Architectural Decisions Broad Utility Architectural Decisions: Mitigating Perturbation Effects Perturbation Effects: Impediments to Broad Utility Perturbation & System Objective: Source of Uncertainty Impacting System Objective Urbanization → Maximizing Position Accuracy Reduced Network Reliability Operational Robustness System Maintains Internal Time Slowed Connection Speeds Soldier Flexibility System Allows Soldier to Change GPS Operating Frequency Social & Cultural Conflict Task Robustness System Maintains Internal and External Power 1 2 3 4 © 2019 Arthur James Middlebrooks Position, Navigation, and Timing System: • Fundamental Objective: Enable Soldiers to navigate the battlefield in GPS-enabled and denied environments. • Future OE: Dense Urban Terrain • System Function: Maximize Position Accuracy • Use Broad Utility Architectural Decisions to mitigate adverse effects.
  • 31. Applying Broad Utility Architectural Decisions to System Design seari.mit.edu 30 System Attributes: Manifestations of Architectural Decisions Broad Utility Architectural Decisions: Mitigating Perturbation Effects Perturbation Effects: Impediments to Broad Utility Perturbation & System Objective: Source of Uncertainty Impacting System Objective Urbanization → Maximizing Position Accuracy Reduced Network Reliability Operational Robustness System Maintains Internal Time Slowed Connection Speeds Soldier Flexibility System Allows Soldier to Change GPS Operating Frequency Social & Cultural Conflict Task Robustness System Maintains Internal and External Power 1 2 3 4 © 2019 Arthur James Middlebrooks Position, Navigation, and Timing System: • Fundamental Objective: Enable Soldiers to navigate the battlefield in GPS-enabled and denied environments. • Future OE: Dense Urban Terrain • System Function: Maximize Position Accuracy • Use Broad Utility Architectural Decisions to mitigate adverse effects.
  • 32. Applying Broad Utility Architectural Decisions to System Design seari.mit.edu 31 System Attributes: Manifestations of Architectural Decisions Broad Utility Architectural Decisions: Mitigating Perturbation Effects Perturbation Effects: Impediments to Broad Utility Perturbation & System Objective: Source of Uncertainty Impacting System Objective Urbanization → Maximizing Position Accuracy Reduced Network Reliability Operational Robustness System Maintains Internal Time Slowed Connection Speeds Soldier Flexibility System Allows Soldier to Change GPS Operating Frequency Social & Cultural Conflict Task Robustness System Maintains Internal and External Power 1 2 3 4 © 2019 Arthur James Middlebrooks Position, Navigation, and Timing System: • Fundamental Objective: Enable Soldiers to navigate the battlefield in GPS-enabled and denied environments. • Future OE: Dense Urban Terrain • System Function: Maximize Position Accuracy • Use Broad Utility Architectural Decisions to mitigate adverse effects.
  • 33. Research Summary and Conclusions seari.mit.edu 32© 2019 Arthur James Middlebrooks OE Variables Disrupt System Broad Utility Socially, Culturally, Physically, Informationally, and Psychologically Operational Environment Strategic Operating Environment Level 1 Level 2 Level 3 Diplomatic Informational Military Economic Political Military Economic Social Information Infrastructure PhysicalEnvironment Time Mission Enemy Terrain&Weather TroopsAvailable Time CivilianConsiderations Operational Operating Environment Tactical Operating Environment Soldier TaskEquipment 1
  • 34. Variable Interactions Generate Complexity Operational Operating Environment Political Military Economic Social Information Infrastructure Physical Environment Time Tactical Operating Environment Mission Enemy Terrain Troops Available Time Civilian Considerations Equipment Task Strategic Operating Environment Soldier Equipment Task Operational Operating Environment Tactical Operating Environment Research Summary and Conclusions seari.mit.edu 33© 2019 Arthur James Middlebrooks OE Variables Disrupt System Broad Utility Socially, Culturally, Physically, Informationally, and Psychologically Operational Environment Strategic Operating Environment Level 1 Level 2 Level 3 Diplomatic Informational Military Economic Political Military Economic Social Information Infrastructure PhysicalEnvironment Time Mission Enemy Terrain&Weather TroopsAvailable Time CivilianConsiderations Operational Operating Environment Tactical Operating Environment Soldier TaskEquipment 21
  • 35. Variable Interactions Generate Complexity Operational Operating Environment Political Military Economic Social Information Infrastructure Physical Environment Time Tactical Operating Environment Mission Enemy Terrain Troops Available Time Civilian Considerations Equipment Task Strategic Operating Environment Soldier Equipment Task Operational Operating Environment Tactical Operating Environment Research Summary and Conclusions seari.mit.edu 34© 2019 Arthur James Middlebrooks OE Variables Disrupt System Broad Utility Socially, Culturally, Physically, Informationally, and Psychologically Operational Environment Strategic Operating Environment Level 1 Level 2 Level 3 Diplomatic Informational Military Economic Political Military Economic Social Information Infrastructure PhysicalEnvironment Time Mission Enemy Terrain&Weather TroopsAvailable Time CivilianConsiderations Operational Operating Environment Tactical Operating Environment Soldier TaskEquipment Ilities Manage OE Complexity 21 3
  • 36. Variable Interactions Generate Complexity Operational Operating Environment Political Military Economic Social Information Infrastructure Physical Environment Time Tactical Operating Environment Mission Enemy Terrain Troops Available Time Civilian Considerations Equipment Task Strategic Operating Environment Soldier Equipment Task Operational Operating Environment Tactical Operating Environment Research Summary and Conclusions seari.mit.edu 35© 2019 Arthur James Middlebrooks OE Variables Disrupt System Broad Utility Socially, Culturally, Physically, Informationally, and Psychologically Operational Environment Strategic Operating Environment Level 1 Level 2 Level 3 Diplomatic Informational Military Economic Political Military Economic Social Information Infrastructure PhysicalEnvironment Time Mission Enemy Terrain&Weather TroopsAvailable Time CivilianConsiderations Operational Operating Environment Tactical Operating Environment Soldier TaskEquipment Flexibility and Robustness Factor to Observed Performance Summary, Overall Ility Factor Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Flexibility Type of User 0.46 Low Positive 0.94 Very High Positive 1.00 Very High Positive 2.00 (4) 4.75 (2) Adaptability 0.63 Moderate Positive 0.99 Very High Positive 0.98 Very High Positive 1.00 (4,9) 4.50 (1) System Integration 0.48 Low Positive 0.96 Very High Positive 0.95 Very High Positive 2.00 (4,8,9) 4.75 (3) Robustness Environmental Robustness 0.56 Moderate Positive 0.98 Very High Positive 0.99 Very High Positive 1.50 (10) 5.00 (1) Digital Security 0.52 Moderate Positive 0.95 Very High Positive 0.96 Very High Positive 1.00 (4) 4.50 (3) Flexibility and Robustness Increase Broad Utility 21 4 Ilities Manage OE Complexity 3
  • 37. Variable Interactions Generate Complexity Operational Operating Environment Political Military Economic Social Information Infrastructure Physical Environment Time Tactical Operating Environment Mission Enemy Terrain Troops Available Time Civilian Considerations Equipment Task Strategic Operating Environment Soldier Equipment Task Operational Operating Environment Tactical Operating Environment Research Summary and Conclusions seari.mit.edu 36© 2019 Arthur James Middlebrooks OE Variables Disrupt System Broad Utility Socially, Culturally, Physically, Informationally, and Psychologically Operational Environment Strategic Operating Environment Level 1 Level 2 Level 3 Diplomatic Informational Military Economic Political Military Economic Social Information Infrastructure PhysicalEnvironment Time Mission Enemy Terrain&Weather TroopsAvailable Time CivilianConsiderations Operational Operating Environment Tactical Operating Environment Soldier TaskEquipment Flexibility Robustness Broad Utility Soldier Task Tactical Operational Strategic Soldier Task Tactical Operational Strategic FLEXIBILITY ROBUSTNESS Broad Utility Architectural Decisions Enable Resilient System Design Flexibility and Robustness Factor to Observed Performance Summary, Overall Ility Factor Data Analysis Evaluation Criteria All System Observations (w/ Assessor Variability) Mean Trendline (Averaging Out Assessor Variability) Inter-Quartile Range (IQR) Rp Value Linear Relationship Rp Value Linear Relationship Rs Value Monotonic Relationship Minimum (Rating(s)) Maximum (Rating(s)) Flexibility Type of User 0.46 Low Positive 0.94 Very High Positive 1.00 Very High Positive 2.00 (4) 4.75 (2) Adaptability 0.63 Moderate Positive 0.99 Very High Positive 0.98 Very High Positive 1.00 (4,9) 4.50 (1) System Integration 0.48 Low Positive 0.96 Very High Positive 0.95 Very High Positive 2.00 (4,8,9) 4.75 (3) Robustness Environmental Robustness 0.56 Moderate Positive 0.98 Very High Positive 0.99 Very High Positive 1.50 (10) 5.00 (1) Digital Security 0.52 Moderate Positive 0.95 Very High Positive 0.96 Very High Positive 1.00 (4) 4.50 (3) Flexibility and Robustness Increase Broad Utility 21 45 Ilities Manage OE Complexity 3
  • 38. DETAILED DATA ANALYSIS METHOD AND RESULTS seari.mit.edu 37© 2019 Arthur James Middlebrooks
  • 39. Example ART/TSOA Factor Scoring seari.mit.edu 38 Log 1 Log 2 Log 3 Log 4 Log 5 Log 6 User 1 User 2 User 3 User 4 User 5 Tech 1 Tech 2 Tech 3 Tech 4 Tech 5 Tech 6 AVG Most Likely 4.5 4.0 5.8 3.0 7.5 6.8 5.2 5.4 4.0 3.8 5.0 3.2 4.4 2.3 2.8 4.0 2.8 Best Case Hi 7.0 6.0 9.0 6.0 9.0 9.0 6.0 8.0 8.0 7.0 7.0 6.0 7.0 6.0 6.0 5.0 5.0 Worst Case Low 1.0 1.0 1.0 1.0 3.0 2.0 2.0 1.0 2.0 2.0 3.0 1.0 1.0 1.0 1.0 1.0 1.0 Average 4.6 3.8 5.7 3.1 7.3 6.7 4.6 5.5 4.1 3.8 5.0 3.3 4.3 2.1 2.8 3.6 2.8 0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 8.0 9.0 10.0 EXAMPLE WTTM Factor Level Assessment Statistics © 2019 Arthur James Middlebrooks
  • 40. Data Analysis Method seari.mit.edu 39 Group Systems by Warfighting Function Step 1 Select Appropriate ART/TSOA Factors to Represent Flexibility, Robustness, and Broad Utility Step 2 Conduct Data Analysis Step 3 Analyze Results Step 4 Quantitative Support for Flexibility and Robustness Outcomes A doctrinally-based, sanitized and ordered method for analyzing tested systems Quantitative measurements that represent Ilities Quantitative evidence supporting the inclusion of Flexibility and Robustness as a means for Broad Utility Reasonable conclusions based on data Final Outcome © 2019 Arthur James Middlebrooks
  • 41. Detailed Data Analysis seari.mit.edu 40 Group Systems by Warfighting Function Step 1 Select Appropriate ART/TSOA Factors to Represent Flexibility, Robustness, and Broad Utility Step 2 Conduct Data Analysis Step 3 Analyze Results Step 4 Quantitative Support for Flexibility and Robustness Outcomes A doctrinally-based, sanitized and ordered method for analyzing tested systems Quantitative measurements that represent Ilities Quantitative evidence supporting the inclusion of Flexibility and Robustness as a means for Broad Utility Reasonable conclusions based on data 3.1. Clean Data • Remove Extraneous Factors • Remove Missing Data Points 3.2. Create Factor-Observe Performance Box & Whisker Plot • Visualize Factor-Observed Performance Relationships 3.3. Repeat Step 3.2 for each Factor, by Warfighting Function (WFF) • Visualize factor importance for each WFF Final Outcome © 2019 Arthur James Middlebrooks
  • 42. Box and Whisker Plots seari.mit.edu 41 X MEAN INTERQUARILE RANGE (IQR) Term Definition Thesis Application Lowest Observation “The least value, excluding outliers.” [49] At a given factor score, the lowest Observed Performance rating of all sampled system observations. Lower Quartile (Q1) 25th Percentile; “25% of the data is less than this value”; 75% of the data is greater than this value. [49] At a given factor rating, the Observed Performance rating below which 25% of the systems scored. Median (Q2) 50th Percentile; “50% of the data is less than this value”; 50% of the data is greater than this value “middle of dataset.” [49] At a given factor rating, the Observed Performance rating below which 50% of the systems scored. Mean (X) “The sum of all values for the variable divided by the count of how many values the variable has.’ [47, p. 45] At a given factor rating, the average Observed Performance rating for all sampled system observations. Upper Quartile (Q3) 75th Percentile; 75% of the data is less than this value; “25% of the data is greater than this value.” [49] At a given factor rating, the Observed Performance rating below which 75% of the systems scored. Highest Observation “The greatest value, excluding outliers.” [49] At a given factor score, the highest Observed Performance rating of all sampled system observations. Interquartile Range (IQR) A measure of variability in the data; “the difference between the first and third quartiles.” [50] At a given factor rating, the area in which 50% of the Observed Performance ratings occurred for all sampled system observations. © 2019 Arthur James Middlebrooks
  • 43. US Army Warfighting Function Definitions seari.mit.edu 42 USArmyWarfighting Functions Movement and Maneuver Intelligence Fires Sustainment Protection Mission Command © 2019 Arthur James Middlebrooks Movement and Maneuver: “the related tasks and systems that move and employ forces to achieve a position of relative advantage over the enemy and other threats.” [10] Intelligence: “the related tasks and system that facilitate understanding the enemy, terrain, weather, civil considerations, and other significant aspects of the operational environment.” [10] Fires: “the related tasks and systems that provide collective and coordinated use of Army indirect fires, air and missile defense, and joint fires through the targeting process.” [10] Sustainment: “the related tasks and systems that provide support and services to ensure freedom of action, operational reach, and prolong endurance.” [10] Protection: “the related tasks and systems that preserve the force so the commander can apply maximum combat power to accomplish the mission.” [10] Mission Command: “the related tasks and systems that develop and integrate those activities enabling the commander to balance the art of command and the science of control in order to integrate the other warfighting functions.” [10]
  • 44. Movement and Maneuver Systems Analysis seari.mit.edu 43© 2019 Arthur James Middlebrooks
  • 45. Intelligence Systems Analysis seari.mit.edu 44© 2019 Arthur James Middlebrooks
  • 46. Sustainment Systems Analysis seari.mit.edu 45© 2019 Arthur James Middlebrooks
  • 47. Protection Systems Analysis seari.mit.edu 46© 2019 Arthur James Middlebrooks
  • 48. Mission Command Systems Analysis seari.mit.edu 47© 2019 Arthur James Middlebrooks