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The Purposeful Evolution of Systems Engineering Heuristics Using I-SHARE 使用I-SHARE的系统工程启发式的有目的进化
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12554
Javier Calvo-Amodio, Harington Lee, Veronika Shteingardt, Dorothy McKinney, Dov Dori

A heuristic relates to a formulation based on experts' experience, which draws on observed common patterns and serves as a guide in investigating or solving a problem. A transdisciplinary field, systems engineering involves many useful heuristics, as it integrates the gamut of engineering disciplines in defining a system throughout its lifecycle. To be usable, heuristics should be memorable and pithy, and the consequences of applying them should be predictable. To be predictable, a heuristic should provide insights into how and why it works in a particular context. The first step to increase the capability of systems engineering heuristics was the creation of the I-SHARE–INCOSE Systems Heuristics Application Repository, a curated knowledge base of over 600 systems engineering-related heuristics covering systems engineering competencies, lifecycle stages, expertise, operational domains, system attributes, and more. Here, we describe a process for guiding the systems engineering community on how to validate, test, and assess heuristics, and how the systems engineering community can engage with I-SHARE to benefit from the heuristics in it and collectively improve their capabilities.

启发式与基于专家经验的公式有关,它利用观察到的常见模式,并作为调查或解决问题的指南。作为一个跨学科的领域,系统工程涉及许多有用的启发式方法,因为它集成了在整个生命周期中定义系统的工程学科的范围。为了便于使用,启发式应该令人难忘且简洁,并且应用它们的结果应该是可预测的。为了可预测,启发式应该提供关于它在特定上下文中如何以及为什么起作用的见解。增加系统工程启发式能力的第一步是创建I-SHARE-INCOSE系统启发式应用程序存储库,这是一个包含超过600个系统工程相关启发式的策划知识库,涵盖了系统工程能力、生命周期阶段、专业知识、操作域、系统属性等等。在这里,我们描述了一个过程,用于指导系统工程社区如何验证、测试和评估启发式,以及系统工程社区如何与I-SHARE合作,从其中的启发式中受益,并共同提高他们的能力。
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引用次数: 0
Principles for Minimizing Unintended Consequences 最小化意外后果的原则
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12556
David Rousseau, Julie Billingham

A significant challenge to the success of systems engineering solutions is the risk of unintended consequences. This has traditionally been considered to be a real but unactionable requirement. Here, we analyse the notion of unintended consequences and propose an equivalent but actionable requirement, which we relate to the concept of ‘harmony’. The implication of this notion is that in order to assure solution success it has to be architected in concert with considering the structure and dynamics of the system of systems in which it will be deployed. We conducted a study of natural ecosystems as a case study from which we could glean relevant architecting principles. From this we developed a general model of the structure and dynamics of a complex system of systems. From this study and model we distilled a set of general principles for systems architecting. Along the way we introduced a framework for understanding the relationships between the notions elegant, complex, complicated, and simple. We also introduce a new perspective on emergence at the level of parts, supplementing classical notions of emergence at the level of the whole.

系统工程解决方案成功的一个重要挑战是意外后果的风险。这在传统上被认为是一个真实但不可操作的要求。在这里,我们分析了意想不到的后果的概念,并提出了一个等效但可操作的要求,我们将其与“和谐”的概念联系起来。这个概念的含义是,为了确保解决方案的成功,它的架构必须考虑到将部署它的系统的系统的结构和动态。我们进行了一项自然生态系统的研究,作为一个案例研究,从中我们可以收集相关的架构原则。由此,我们发展了一个复杂系统的结构和动力学的一般模型。从这个研究和模型中,我们提炼出一组用于系统架构的一般原则。在此过程中,我们引入了一个框架,用于理解“优雅”、“复杂”、“复杂”和“简单”概念之间的关系。我们还介绍了在部分水平上的出现的新观点,补充了在整体水平上的出现的经典概念。
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引用次数: 0
Elegant Solutions to Complex Problems – Case Studies and Examples 优雅的解决方案,以复杂的问题-个案研究和例子
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12557
Joshua Sutherland, Alfonso Lanza, Francesco Dazzi, Ken Cureton, Chandru Mirchandani

A range of experts present a series of short case studies and field examples where elegant solutions emerged to solve complex engineering challenges in network protocols, urban transport, and astrophysics. Their responses illustrate the importance of clarity of purpose and good architecture transforming intricate problem spaces into robust, enduring systems demonstrating that elegance is a core engineering principle, not an afterthought.

一系列专家提出了一系列简短的案例研究和现场示例,其中出现了解决网络协议,城市交通和天体物理学中复杂工程挑战的优雅解决方案。他们的回答说明了清晰的目的和良好的体系结构的重要性,将复杂的问题空间转化为健壮、持久的系统,表明优雅是一个核心的工程原则,而不是事后的想法。
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引用次数: 0
Complexity Definitions Guidance in Systems Engineering 系统工程中的复杂性定义指南
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12549
Francesco Dazzi, Joshua Sutherland, Gary Smith, Alfonso Lanza, Ken Cureton, Dean Beale

This article provides a brief guide addressing the inconsistent use of “complexity” and related terms across different disciplines and situations. Definition variability often leads to miscommunication, even within organizations like the International Council on Systems Engineering (INCOSE). This guide offers practical advice tailored for different audiences on how to effectively use and interpret “complexity” in transdisciplinary contexts. Rather than prescribing a single definition, it promotes a common understanding by illustrating definitional differences and providing techniques to clarify usage. This approach aims to enhance communication, and lay groundwork for a unified scientific basis for “complexity” within systems engineering.

本文提供了一个简短的指南,用于解决不同学科和情况下“复杂性”和相关术语的不一致使用。定义的可变性经常导致误解,甚至在像国际系统工程委员会(INCOSE)这样的组织中也是如此。本指南就如何在跨学科背景下有效地使用和解释“复杂性”提供了为不同受众量身定制的实用建议。它不是规定一个单一的定义,而是通过说明定义差异和提供澄清用法的技术来促进共同的理解。这种方法旨在增强交流,并为系统工程中“复杂性”的统一科学基础奠定基础。
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引用次数: 0
Elegant Solutions to Complex Problems – Perspectives and Practice 复杂问题的优雅解决方案-观点和实践
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12559
Joshua Sutherland, Alfonso Lanza, Kristin Giammarco, Michael Pennotti, Dov Dori, Louise Harney

Experts provide their personal perspectives, conceptual frameworks, and behavioral insights that shape how systems engineers approach complex challenges to illuminate how elegance also emerges from how we think, frame, and engage with complexity.

专家们提供了他们的个人观点、概念框架和行为见解,这些见解塑造了系统工程师如何处理复杂的挑战,以阐明优雅是如何从我们如何思考、构建和处理复杂性中产生的。
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引用次数: 0
On the Meaning, Purpose, and Value of Systems Engineering 论系统工程的意义、目的和价值
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12555
Michael Pennotti, David Rousseau, Peter Brook, Javier Calvo-Amodio
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引用次数: 0
FROM THE EDITOR-IN-CHIEF and THEME EDITORS 来自总编辑和主题编辑
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12548
William Miller, Dean Beale, Joshua Sutherland, Javier Calvo-Amodio
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引用次数: 0
Elegant Solutions to Complex Problems – Recommended Resources 复杂问题的优雅解决方案-推荐资源
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12558
Joshua Sutherland, Alfonso Lanza, Peter Brook, Alejandro Salado, Chandru Mirchandani

A range of experts provide guidance from foundational theories to emerging perspectives on what materials have helped them understand the field, presenting a curated set of books, papers, frameworks, and conversations that have helped systems engineers deepen their understanding of complexity and refine their ability to recognize—or design—elegant solutions.

一系列专家提供了从基础理论到新兴观点的指导,介绍了帮助他们理解该领域的材料,展示了一套精心策划的书籍、论文、框架和对话,这些书籍、论文、框架和对话帮助系统工程师加深了他们对复杂性的理解,并改进了他们识别或设计优雅解决方案的能力。
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引用次数: 0
Understanding Complexity: Defining a Moving Target 理解复杂性:定义移动目标
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-09-12 DOI: 10.1002/inst.12552
Rudolph Oosthuizen, Dean Beale, Francesco Dazzi, Andrew C Pickard, Dorothy McKinney, Kenneth Cureton, Eileen Patrice Arnold

Systems engineering has transformed its understanding and management of complexity over the past 25 years. This article traces the evolution by analyzing 121 publications from INCOSE's journal and symposium proceedings between 1997 and 2024 to explore how definitions of complexity have shifted from structural metrics to dynamic, context-dependent phenomena shaped by emergent behaviors, stakeholder diversity, and uncertainty. It highlights key distinctions between complicated and complex systems, emphasizing why this matters in design, risk management, and stakeholder engagement. By embracing ambiguity, iterative learning, and multidisciplinary collaboration, engineers can design systems that are resilient and responsive to disruption. The results also underscore the vital role of human factors, including decision-making, cognition, and organizational behavior. We need a mindset shift: success in modern systems engineering depends not on eliminating complexity but on understanding, navigating, and leveraging it to build sustainable, adaptable systems for a changing world.

在过去的25年里,系统工程已经改变了它对复杂性的理解和管理。本文通过分析1997年至2024年间INCOSE期刊和研讨会论文集中的121篇出版物,追溯了复杂性的演变过程,探讨了复杂性的定义如何从结构度量转变为由紧急行为、利益相关者多样性和不确定性形成的动态、情境依赖现象。它强调了复杂系统和复杂系统之间的关键区别,强调了为什么这在设计、风险管理和涉众参与中很重要。通过拥抱模糊性、迭代学习和多学科协作,工程师可以设计出有弹性的系统,并对中断做出反应。研究结果还强调了人为因素的重要作用,包括决策、认知和组织行为。我们需要一种思维方式的转变:现代系统工程的成功并不取决于消除复杂性,而是取决于理解、驾驭和利用复杂性来为不断变化的世界构建可持续的、适应性强的系统。
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引用次数: 0
Governance and Resilience: A Holistic Approach to Systems Security in Complex and Chaotic Environments 治理和弹性:复杂和混乱环境中系统安全的整体方法
IF 1 4区 工程技术 Q4 INSTRUMENTS & INSTRUMENTATION Pub Date : 2025-07-07 DOI: 10.1002/inst.12541
Sue Caskey, Adam Williams

A systems governance approach emphasizes a holistic perspective that identifies and navigates the interdependencies and conflicts between security and operational needs. Governance is defined as a collection of metasystems that provide the necessary constraints and processes to support, steer, adapt, transform, and sustain a system (Keating et al. 2022). Utilizing the Cynefin framework, which distinguishes between simple, complicated, complex, and chaotic environments (Snowden and Boone 2007), the article highlights the challenges faced by nuclear power plants in predatory contexts and the importance of integrating security objectives into governance frameworks.

By incorporating security as a fundamental aspect of governance, the article underscores its significance for persistence, adaptation, and transformation in the face of uncertainty. Additionally, it introduces key heuristics of systems security, such as the importance of context, knowledge-based decision-making, and organization-specific sociological factors (Williams and Caskey 2024). Ultimately, this work provides valuable insights into enhancing resilient operations in complex environments by reinforcing the connection between effective governance and security in systems engineering.

系统治理方法强调识别和导航安全性与操作需求之间的相互依赖关系和冲突的整体视角。治理被定义为提供必要的约束和过程来支持、引导、适应、转换和维持系统的元系统的集合(Keating et al. 2022)。利用区分简单、复杂、复杂和混乱环境的Cynefin框架(Snowden and Boone 2007),文章强调了核电厂在掠夺性背景下面临的挑战,以及将安全目标整合到治理框架中的重要性。通过将安全性作为治理的一个基本方面,本文强调了它在面对不确定性时对持久性、适应性和转换的重要性。此外,它还介绍了系统安全的关键启发式,例如上下文的重要性、基于知识的决策和组织特定的社会学因素(Williams and Caskey 2024)。最终,这项工作通过加强系统工程中有效治理和安全之间的联系,为在复杂环境中增强弹性操作提供了有价值的见解。
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