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FROM THE EDITOR-IN-CHIEF 主编的话
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-10-08 DOI: 10.1002/inst.12503
William Miller
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引用次数: 0
Requirements Statements Are Transfer Functions: An Insight from Model-Based Systems Engineering 需求陈述是转移函数:基于模型的系统工程的启示
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-10-08 DOI: 10.1002/inst.12506
William D. Schindel

Traditional systems engineering pays attention to careful composition of prose requirements statements. Even so, prose appears less than what is needed to advance the art of systems engineering into a theoretically based engineering discipline comparable to electrical, mechanical, or chemical engineering. Ask three people to read a set of prose requirements statements, and a universal experience is that there will be three different impressions of their meaning. The rise of model-based systems engineering might suggest the demise of prose requirements, but we argue otherwise. This paper shows how prose requirements can be productively embedded in and a valued formal part of requirements models. This leads to the practice-impacting insight that requirements statements can be non-linear extensions of linear transfer functions, shows how their ambiguity can be further reduced using ordinary language, how their completeness or overlap more easily audited, and how they can be “understood” more completely by engineering tools.

传统的系统工程注重精心撰写散文式的需求说明。即便如此,散文似乎仍不足以将系统工程艺术提升为一门以理论为基础的工程学科,与电气工程、机械工程或化学工程相媲美。让三个人阅读一组散文式的需求陈述,普遍的经验是会对其含义产生三种不同的印象。基于模型的系统工程的兴起可能意味着散文式需求的消亡,但我们不这么认为。本文展示了如何将散文式需求有效地嵌入需求模型,并使其成为需求模型的重要形式部分。这使我们认识到,需求陈述可以是线性传递函数的非线性扩展,从而对实践产生影响。本文还展示了如何使用普通语言进一步减少需求陈述的模糊性,如何更容易地审核需求陈述的完整性或重叠性,以及如何让工程工具更全面地 "理解 "需求陈述。
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引用次数: 0
Feelings and Physics: Emotional, Psychological, and Other Soft Human Requirements, by Model-Based Systems Engineering 情感与物理:基于模型的系统工程:情感、心理和其他人类软需求
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-10-08 DOI: 10.1002/inst.12507
William D. Schindel

Traditionally, engineering encourages requirements statements that are objective, testable, quantitative, atomic descriptions of system technical behavior. But what about “soft” requirements? When products deliver psychologically or emotionally based human experiences, subjective descriptions may frustrate engineers. This challenge is important for products appealing to senses of style, enjoyment, fulfillment, stimulation, power, safety, awareness, comfort, or similar emotional or psychological factors. Automobiles, buildings, consumer products, packaging, graphic user interfaces, airline passenger compartments and flight decks, and hospital equipment provide typical examples. This paper shows how model-based systems engineering helps solve three related problems: (1) integrating models of “soft” human experience with hard technical product requirements, (2) describing how to score traditional “hard” technology products in terms of “fuzzier” business and competitive marketplace issues, and (3) coordinating marketing communication and promotion with the design process. The resulting framework integrates the diverse perspectives of engineers, stylists, industrial designers, human factors experts, and marketing professionals.

传统上,工程设计鼓励对系统技术行为进行客观、可测试、定量、原子化描述的需求陈述。但 "软 "需求呢?当产品提供基于心理或情感的人类体验时,主观描述可能会让工程师感到沮丧。对于追求时尚、享受、满足、刺激、力量、安全、意识、舒适或类似情感或心理因素的产品来说,这一挑战非常重要。汽车、建筑、消费品、包装、图形用户界面、航空客舱和飞行甲板以及医院设备就是典型的例子。本文展示了基于模型的系统工程如何帮助解决三个相关问题:(1) 将 "软 "人类体验模型与硬技术产品要求相结合;(2) 从 "更模糊 "的商业和市场竞争问题出发,描述如何为传统的 "硬 "技术产品评分;(3) 协调市场宣传和推广与设计过程。由此产生的框架整合了工程师、造型师、工业设计师、人为因素专家和营销专家的不同观点。
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引用次数: 0
Realizing the Promise of Digital Engineering: Planning, Implementing, and Evolving the Ecosystem 实现数字工程的承诺:规划、实施和发展生态系统
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-10-08 DOI: 10.1002/inst.12505
William D. Schindel

Gaining benefits of digital engineering is not only about implementing digital technologies. An ecosystem for innovation is a system of systems in its own right, only partly engineered, subject to risks and challenges of evolving socio-technical systems. This paper summarizes an aid to planning, analyzing, implementing, and improving innovation ecosystems. Represented as a configurable model-based reference pattern used by collaborating INCOSE working groups, it was initially applied in targeted INCOSE case studies, and subsequently elaborated and applied to diverse commercial and defense ecosystems. Explicating the recurrent theme of consistency management underlying all historical engineering, it is revealing of digital engineering's special promise, and enhances understanding of historical as well as future engineering and life cycle management. It includes preparation of human and technical resources to effectively consume and exploit digital information assets, not just create them, capability enhancements over incremental release trains, and evolutionary steering using feedback and group learning.

从数字工程中获益不仅仅是实施数字技术。创新生态系统本身就是一个由系统组成的系统,只是部分工程化,受到不断发展的社会技术系统的风险和挑战的影响。本文总结了一种用于规划、分析、实施和改进创新生态系统的辅助工具。它是一种可配置的基于模型的参考模式,由 INCOSE 工作组合作使用,最初应用于 INCOSE 的目标案例研究,随后被详细阐述并应用于各种商业和国防生态系统。它阐述了作为所有历史工程基础的一致性管理这一经常性主题,揭示了数字工程的特殊前景,并增强了对历史和未来工程及生命周期管理的理解。它包括人力和技术资源的准备工作,以有效地消费和利用数字信息资产,而不仅仅是创建它们;通过增量发布列车增强能力;以及利用反馈和小组学习进行进化指导。
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引用次数: 0
Innovation Ecosystem Dynamics, Value and Learning I: What Can Hamilton Tell Us? 创新生态系统动态、价值和学习 I:汉密尔顿能告诉我们什么?
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-10-08 DOI: 10.1002/inst.12504
William D. Schindel

Held in Dublin, Ireland, IS2024 invites us to refresh understanding of contributions to systems engineering by Ireland's greatest mathematician— Sir William Rowan Hamilton (1805–1865), professor of astronomy at Trinity College Dublin and royal astronomer of Ireland. His profound contributions to science, technology, engineering, and math (STEM) deserve greater systems community attention. Supporting theory and practice, they intersect foundations and applications streams of INCOSE's future of systems engineering (FuSE) program. Strikingly, key aspects apply to systems of all types, including socio-technical and information systems. Hamilton abstracted the energy-like generator of dynamics for all systems, while also generalizing momentum. Applied to the INCOSE innovation ecosystem pattern as dynamics of learning, development, and life cycle management, this suggests an architecture for integration of the digital thread and machine learning in innovation enterprises, along with foundations of systems engineering as a dynamical system.

IS2024 在爱尔兰都柏林举行,邀请我们重新认识爱尔兰最伟大的数学家--都柏林圣三一学院天文学教授、爱尔兰皇家天文学家威廉-罗文-汉密尔顿爵士(1805-1865 年)--对系统工程的贡献。他对科学、技术、工程和数学(STEM)的深远贡献值得系统界更多关注。在理论与实践的支持下,他们交叉了 INCOSE 的未来系统工程 (FuSE) 计划的基础与应用流。引人注目的是,其关键方面适用于所有类型的系统,包括社会技术系统和信息系统。汉密尔顿为所有系统抽象出了类似能量的动态生成器,同时还概括了动量。将其应用于作为学习、发展和生命周期管理动力的 INCOSE 创新生态系统模式,提出了在创新企业中整合数字线程和机器学习的架构,以及作为动力系统的系统工程的基础。
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引用次数: 0
Failure Analysis: Insights from Model-Based Systems Engineering 故障分析:基于模型的系统工程的启示
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-10-08 DOI: 10.1002/inst.12508
William D. Schindel

Processes for system failure analysis (for example, FMEA) are structured, well-documented, and supported by tools. Nevertheless, we hear complaints that FMEA work feels (1) too labor intensive to encourage engagement, (2) somewhat arbitrary in identifying issues, (3) overly sensitive to the skills and background of the performing team, and (4) not building enough confidence of fully identifying the risks of system failure. In fairness to experts in the process, perhaps such complaints come from those less experienced — but even so, we should care how to describe this process to encourage better technical and experience outcomes. This paper shows how model-based systems engineering (MBSE) answers these challenges by deeper and novel integration with requirements and design. Just as MBSE powered the requirements discovery process past its earlier, more subjective performance, so also can MBSE accelerate understanding and performance of failure risk analysis — as a discipline deeply connected within the systems engineering process.

系统故障分析流程(如 FMEA)结构严谨、记录详实,并有工具支持。尽管如此,我们还是会听到一些抱怨,说 FMEA 工作(1)劳动强度太大,不鼓励参与;(2)在确定问题时有些武断;(3)对执行团队的技能和背景过于敏感;(4)没有建立起充分识别系统故障风险的足够信心。公平地说,这些抱怨可能来自那些经验较少的专家,但即便如此,我们也应该关心如何描述这一过程,以鼓励取得更好的技术和经验成果。本文展示了基于模型的系统工程(MBSE)如何通过与需求和设计更深入、更新颖的整合来应对这些挑战。正如 MBSE 使需求发现过程超越了其早期的主观表现一样,MBSE 也能加速故障风险分析的理解和表现--作为一门与系统工程过程紧密相连的学科。
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引用次数: 0
Innovation, Risk, Agility, and Learning, Viewed as Optimal Control and Estimation 创新、风险、灵活性和学习,视为最优控制和估算
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-08-22 DOI: 10.1002/inst.12500
William D. (Bill) Schindel

This paper summarizes how a well-understood problem—optimal control and estimation in “noisy” environments—provides a framework to advance understanding of a well-known but less well-mastered problem—system innovation life cycles and management of decision risks and learning. The ISO15288 process framework and its exposition in the INCOSE Systems Engineering Handbook (2015) describe system development and other life cycle processes. Concerns about improving the performance of processes in dynamic, uncertain, and changing environments are partly addressed by “agile” systems engineering approaches. Both are typically described in the procedural language of business processes, so it is not always clear whether the different approaches are fundamentally at odds, or just different sides of the same coin. Describing the target system, its environment, and the life cycle management processes using models of dynamical systems allows us to apply earlier technical tools, such as the theory of optimal control in noisy environments, to emerging innovation methods.

本文总结了一个广为人知的问题--"嘈杂 "环境中的最优控制和估算--如何提供了一个框架,以促进人们对一个众所周知但掌握较少的问题--系统创新生命周期以及决策风险和学习管理--的理解。ISO 15288 流程框架及其在 INCOSE 系统工程手册(2015 年)中的阐述描述了系统开发和其他生命周期流程。敏捷 "系统工程方法在一定程度上解决了在动态、不确定和不断变化的环境中提高流程性能的问题。这两种方法通常都是用业务流程的程序语言来描述的,因此并不总是很清楚不同的方法从根本上是相悖的,还是只是同一枚硬币的不同面。使用动态系统模型来描述目标系统、环境和生命周期管理流程,可以让我们将早期的技术工具(如噪声环境下的最优控制理论)应用到新兴的创新方法中。
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引用次数: 0
FROM THE EDITOR-IN-CHIEF 主编的话
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-08-22 DOI: 10.1002/inst.12496
William Miller
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引用次数: 0
What Is the Smallest Model of a System? 什么是系统的最小模型?
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-08-22 DOI: 10.1002/inst.12501
William D. Schindel

How we represent systems is fundamental to the history of mathematics, science, and engineering. Model-based engineering methods shift the nature of representation of systems from historical prose forms to explicit data structures more directly comparable to those of science and mathematics. However, using models does not guarantee simpler representation—indeed a typical fear voiced about models is that they may be too complex.

Minimality of system representations is of both theoretical and practical interest. The mathematical and scientific interest is that the size of a system's “minimal representation” is one definition of its complexity. The practical engineering interest is that the size and redundancy of engineering specifications challenge the effectiveness of systems engineering processes. INCOSE thought leaders have asked how systems work can be made 10:1 simpler to attract a 10:1 larger global community of practitioners. And so, we ask: What is the smallest model of a system?

我们如何表示系统是数学、科学和工程学历史的基础。基于模型的工程学方法将系统表征的性质从历史散文形式转变为显式数据结构,更直接地与科学和数学的数据结构相媲美。然而,使用模型并不能保证表征更简单--事实上,人们对模型的一种典型担心是它们可能过于复杂。 系统表征的最小化既有理论意义,也有实际意义。数学和科学方面的兴趣在于,系统 "最小表示 "的大小是其复杂性的定义之一。工程实践的意义在于,工程规格的大小和冗余对系统工程流程的有效性提出了挑战。INCOSE 的思想领袖们提出了一个问题:如何才能使系统工作简化 10:1,从而吸引更多的全球从业人员。因此,我们不禁要问:什么是最小的系统模型?
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引用次数: 0
Got Phenomena? Science-Based Disciplines for Emerging Systems Challenges 有现象吗?应对新兴系统挑战的科学学科
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2024-08-22 DOI: 10.1002/inst.12498
Bill Schindel

Engineering disciplines (civil, mechanical, chemical, electrical) sometimes argue their fields have “real physical phenomena”, “hard science” based laws, and first principles, claiming systems engineering lacks equivalent phenomenological foundation. We argue the opposite, and how replanting systems engineering in model-based systems engineering (MBSE) / pattern-based systems engineering (PBSE) supports emergence of new hard sciences and phenomena-based domain disciplines.

Supporting this perspective is the system phenomenon, wellspring of engineering opportunities and challenges. Governed by Hamilton's principle, it is a traditional path for derivation of equations of motion or physical laws of so-called “fundamental” physical phenomena of mechanics, electromagnetics, chemistry, and thermodynamics.

We argue that laws and phenomena of traditional disciplines are less fundamental than the system phenomenon from which they spring. This is a practical reminder of emerging higher disciplines, with phenomena, first principles, and physical laws. Contemporary examples include ground vehicles, aircraft, marine vessels, and biochemical networks; ahead are health care, distribution networks, market systems, ecologies, and the IoT.

工程学科(土木、机械、化学、电气)有时会认为自己的领域有 "真实的物理现象"、基于 "硬科学 "的定律和第一性原理,而系统工程缺乏相应的现象学基础。而我们的观点恰恰相反,我们认为基于模型的系统工程(MBSE)/基于模式的系统工程(PBSE)可以支持新的硬科学和基于现象的领域学科的出现。 支持这一观点的是系统现象,它是工程机遇和挑战的源泉。在汉密尔顿原理的指导下,系统现象是推导所谓 "基本 "物理现象(力学、电磁学、化学和热力学)的运动方程或物理定律的传统途径。 我们认为,传统学科的定律和现象不如它们所产生的系统现象更基本。这是对新兴高等学科的实际提醒,其中有现象、第一原理和物理定律。当代的例子包括地面车辆、飞机、海洋船舶和生化网络;未来的例子包括医疗保健、分销网络、市场系统、生态学和物联网。
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引用次数: 0
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