Symposium:
July 1-3, 2003
Pre-Symposium Tutorials and Tours:
June 29-30, 2003
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Symposium Tutorials

Contact: Dr. Eric Chukwu, chair or John Leonard, co-chair

The Symposium theme "Engineering Tomorrow's World Today!" calls on delegates to address a more complex and technologically sophisticated world, where Systems Engineering and higher-level systems thinking are increasingly needed to handle the challenges of new technologies.

Please note that Tutorial proposals and presentations at the Symposium are presented in English, the official language of the INCOSE 2003 Symposium.

Frequently Asked Questions

Sunday Optional Professional Tutorial:

Tutorial #FOO: Applied SE 101: Essentials of Productive SE Processes

Monday Full-Day Tutorials:

Tutorial # F01: Object Oriented Systems Engineering Method (OOSEM)
Tutorial # F02: Process Modeling in a Systems Engineering Context
Tutorial # F03: The Past, Present and Future of Structured Analysis
Tutorial # F04: Measurable Systems Engineering
Tutorial # F05: Requirement-Based Product Line Engineering
Tutorial # F06: Maximizing the Systems Aspects of Systems Engineering
Tutorial # F07: Applied Statistical Decision Theory in Systems Engineering
Tutorial # F08: Requirements and Modeling: A Structured Approach

Monday Half-Day Optional Professional Tutorials - Morning:

Tutorial # H01: A Systems Engineering Cost Model for Information Processing Systems & Subsystems
Tutorial # H02: Eisner's Architecting Method (EAM)

Monday Half-Day Optional Professional Tutorials-Afternoon:
Tutorial # H03: Reconciling Requirements, Use Cases and Object-Oriented Modeling for Systems Engineering
Tutorial # H04: Systems and Software Engineering Processes and Products from a Standards Perspective: Stand on Standards

Alternates:

1. Fault Analysis for Systems Engineers
2. Writing Requirements


Tutorial # F00: Applied Systems Engineering 101: Essentials of Productive SE Processes

Technical Abstract:
The application of system engineering continues to evolve. Initially applied to stand-alone, single purpose DoD / Aerospace systems, systems engineering focused on large, complex, expensive, and long-lived systems. Today, we develop military and commercial systems across a wide range of size, cost, and complexity. Though many principles remain constant, the system engineering processes of yesterday are no longer universally applicable.

Applied SE is a flexible system engineering process suitable for system development tasks across the complexity spectrum. Based upon the tenets of model-driven design, Applied SE focuses on eliciting the proper requirements, understanding the problem and solution domain, solid communication amongst the design team and the stakeholders, and satisfying the system need. Rather than emphasizing process and documentation standards, Applied SE is centered upon the true deliverable - the system and its design.

Applied SE applies a layered modeling approach in order to:
· provide traceability to mission needs;
· identify and resolve risks and issues on a progressive, just-in-time basis;
· avoid critical knowledge gaps without expending unnecessary effort and expense;
· maximize communication and minimize miscommunication;
· maintain an effective balance across the requirement, behavior, and physical domains;
· self-document the design, handling specifications and documentation as a natural by-product of the system design;
· provide complete, consistent system deliverables at any point in time with increasing level of detail as development progresses; and
· maintain flexibility, efficiency, and effectiveness.

Systems ranging from the simple to the complex, whether those containing embedded software and COTS elements or those comprising systems-of-systems, can be developed more effectively and efficiently using these modern development methodologies. Proven across a diverse set of applications ranging from weapon systems to process-intensive information systems, Applied SE is today's solution for supporting, capturing, analyzing, and documenting complete system engineering activities with complexities varying from days to months.

Brief Biographies:
Mr. James Long is the CEO of Vitech Corporation - the developer of the system engineering support tool COREâ. He has been a performing system engineer and innovator since creating the first behavior diagrams (then called Function Sequence Diagrams) at TRW in 1967. He played a key technical and management role in the maturing and application of that system engineering process and technology at TRW and Vitech.

During 16 years at TRW, Mr. Long worked on many system developments with an emphasis on complex MIL/AERO and satellite systems with embedded software and C3I. In the previous 13 years at General Motors he worked on advanced flight and propulsion systems and derived mission requirements for high- and low-thrust interplanetary missions.

He is a member of INCOSE and served as vice-president and then president of the Washington Metropolitan Area Chapter, the largest chapter of INCOSE.

Mr. Long has been selected as an Eminent Engineer by Tau Beta Pi, the honorary engineering scholastic society. The eminent engineering designation is recognition for career achievement in engineering.

Mr. Long received the M.S. in Astronautics from Purdue and the B.S. in Mechanical Engineering from General Motors Institute. He has authored many technical papers in System Engineering techniques and applications and has consulted and taught System Engineering classes to numerous organizations including AT&T, FedEx, USAA, CSC, GE, Lockheed Martin, SAIC, Northrop Grumman, Textron, Boeing, US Dept of Energy, and US Dept of Defense.

Dinesh Verma received the Ph.D. and the M.S. in Industrial and Systems Engineering from Virginia Tech. He is now the Associate Dean for Outreach and a Professor in Systems Engineering at Stevens Institute of Technology. Prior to joining Stevens Institute, Dr. Verma served as a Technical Director with a focus on Systems and Supportability Strategy at Lockheed Martin Undersea Systems, in Manassas, Virginia, where his duties included development of adapted systems and supportability engineering processes, methods and tools for complex system development.

Prior to joining Lockheed Martin, Verma worked as a Research Scientist at Virginia Tech and managed the University's Systems Engineering Design Laboratory. While at Virginia Tech and afterwards, Verma has served in a consulting capacity with numerous companies to include Eastman Kodak, United Defense, PSI, VOLVO Car Corporation (Sweden), NOKIA (Finland), RAMSE (Finland), Johnson Controls, Ericsson-SAAB Avionics (Sweden), and Motorola. His professional and research activities emphasize systems engineering and design with an emphasis on conceptual design evaluation, preliminary system design and system architecture, design decision-making, life cycle costing, and supportability engineering. In addition to his publications, Verma has patents pending in the areas of system life-cycle costing and fuzzy logic techniques for evaluating conceptual system designs.

Dr. Verma has authored over 75 technical papers, book reviews, technical monographs, and co-authored two textbooks: Maintainability: A Key to Effective Serviceability and Maintenance Management (Wiley, 1995), and Economic Decision Analysis (Prentice Hall, 1998). He was awarded the Author of the Year Award by Lockheed Martin Undersea Systems in 1999, the Outstanding Paper Presentation Award at the INCOSE Symposium (Boston) in 1996, the President's Award of Merit by the Society of Logistics Engineers in 1993 and 1999, and received the Young Logistician of the Year Award in 1992.

Dr. Verma serves on the Board of Directors for the RAMS Symposia and on the Board of Governors of the Logistics Education Foundation. He is an active member in INCOSE and SOLE, and was elected to Sigma Xi, the honorary research society of America.


Tutorial # F 01: Tutorial: Object Oriented Systems Engineering Method (OOSEM)- T11

Technical Abstract:
This tutorial will introduce an Object Oriented Systems Engineering Method (OOSEM), which integrates a top down systems approach with object oriented concepts and modeling techniques. . Based upon the widely known Unified Modeling Language (UML), this method brings object oriented modeling to the systems engineering community, and adapts it for modeling systems-level requirements and design. OOSEM leverages some of the advantages of OO to help architect more flexible, extensible, and upgradeable systems with new evolving technology. Another major goal of OOSEM is to ease integration with object oriented methods for software engineering. Models developed by this method simultaneously serve the needs of systems engineers, and as the front end of an integrated method for systems and software engineering.

The System Engineering community typically uses top down structured analysis techniques to capture and analyze the system to be developed. Software methods have evolved over the year from structured techniques to an object oriented approach for analysis and design. Systems and software engineers struggle to communicate with these different techniques. The OOSEM approach integrates a top down systems approach with OO concepts and UML to help bridge this gap.

This tutorial will introduce the student to the OOSEM method, which has evolved from a combination of research and early application to projects. This work is summarized in various INCOSE papers. (Lykins, Friedenthal, Meilich 2000, Meilich and Rickels 1999, Steiner, Friendenthal, Oesterheld 2001), and was first presented at the INCOSE 2000 Symposium. The tutorial describes how the system level activities are performed and artifacts are developed using UML to address systems-level concerns. Important concepts and issues are illustrated by simple examples presented by the instructors. The tutorial will conclude with a discussion of future development in this area.
Topics covered include:
· An overview of systems engineering to provide the context for OOSEM
· An overview of UML and object oriented concepts and their relevance to OOSEM
· An in-depth overview of OOSEM activities and work products
· An overview of tool support requirements and identification of some of the available tools.
· Future work including updates to the UML standard being proposed by the OMG

Brief Biographies:
Sanford Friedenthal: Mr. Friedenthal's experience includes the full system life cycle from conceptual design, through development and production on a broad range of systems including missile systems, electro-optical navigation and targeting systems, and information systems. Mr. Friedenthal has been a manager for systems engineering at Lockheed Martin responsible for ensuring systems engineering processes are implemented on the programs, and enhancing overall systems engineering capability. He has been a lead developer of advanced systems engineering processes and methods including the Lockheed Martin Integrated Engineering Process, the Software Productivity Consortium's Integrated Systems and Software Engineering Process, and the Object-Oriented Systems Engineering Method (OOSEM). Mr. Friedenthal is the liaison between INCOSE and OMG, and chairs the OMG Systems Engineering Domain Special Interest Group (SE DSIG) to support development of a UML profile for System Engineering.

Abraham Meilich, Ph.D., C.C.P.: Dr. Abe Meilich is employed as a Certified Systems Architect at Lockheed Martin Mission Systems presently the Manager, Enterprise Engineering on the U.S. Customs Modernization Program. He has a BS in Engineering from UCLA, an MSME from Stanford, an MS in Systems Management from USC, and a Ph.D. in Systems Management from Walden University, and a Certified Computing Professional (CCP) Certification. His career spans 34 years in the mechanical, electrical, computer, aerospace and information systems engineering domains. He is an adjunct professor at the University of Maryland Graduate Program in Technology Management, Systems Acquisition, and Information Systems and in the Walden University School of Applied Management and Decision Sciences, Information Systems Division. He is past Secretary and Newsletter Editor, and Director of the Washington Metropolitan Area Chapter of INCOSE. His current focus in on the application of systems engineering principles and best practices in systems architecture development to the design of command and control systems for the U.S. Army and modernization of government Enterprise systems.

Howard Lykins: Mr. Lykins has more than 25 years of experience with systems and software development, including development of engineering processes and methods, the specification, design, and implementation of software-intensive products, application of formal models, training, consulting and process improvement. He has taught college seniors, graduate students, and professionals since 1984. In addition to OOSEM, Mr. Lykins has contributed to the development of functional and declarative modeling techniques and the methods for applying them in industry. Mr. Lykins also has experience in the development and administration of management information systems. He is a member of the OOSEM working group and the Model Driven System Design working group, where he served as co-chair for four years.

Tutorial # F 02: Process Modeling in a Systems Engineering Context

Technical Abstract:
By focusing on the processes that create customer value, enterprises are able to provide products and services faster, better, and cheaper. Process understanding stems from effective process modeling. (By "process model" we are not referring to capability maturity models.) It is especially difficult to model a process for systems design and engineering. Different techniques are necessary than those potentially sufficient for business or manufacturing processes.
New engineering standards advocate integrated processes for the engineering of complex systems. Standards also specify the inclusion of new activities that may have not been part of an organization's traditional processes. In many cases, companies may not have formally described their existing processes. Even when processes have been described explicitly, often they are not integrated. Furthermore, many attempt to apply simplistic process modeling techniques to complex processes for the engineering of systems. The definition and practice of world-class systems engineering requires well-understood and continuously improving approaches and techniques.
This tutorial focuses on the techniques for describing processes in a systems engineering context-i.e., a context where the processes are creative, complex, non-linear, strongly interrelated, and based on information flow. A variety of methods and tools will be presented, including: fundamental building blocks of process models, collecting information for process models, building and integrating process models, model representation, model analysis, the Design Structure Matrix (DSM), value streams, etc. The presentation will include application of process models to a variety of uses, including: program planning, program execution, continuous improvement, knowledge retention and learning, process visualization, training, tool management, metrics collection, and compliance with standards. The costs and benefits of process models will also be discussed. Through the presentation of a variety of methods, tools, and applications, we will transfer experience and insight from three presenters from different industries to provide direct benefit to attendees.

Brief Biographies:
Dr. Tyson R. Browning holds the position of Senior Project Manager, Architecture & Design in Integrated Company Operations at Lockheed Martin Aeronautics Company in Fort Worth, Texas, USA. He is the technical lead and chief integrator for a number of teams in developing the enterprise process architecture for the Aeronautics Company. He is also the lead author of company policies and processes driving the transition to a process-based company. Browning previously worked with the Product Development Focus Team of the Lean Aerospace Initiative at MIT, conducting research at Lockheed Martin, General Electric, Boeing, Raytheon, Sundstrand, and Daimler Chrysler. Browning earned a Ph.D. in Technology Management and Policy (management and systems engineering) and two Master's degrees from MIT. Several of his papers on organizational integration, risk management, the design structure matrix, and process modeling have been published and are forthcoming. He has been a member of INCOSE since 1995 and has presented papers and/or tutorials at each of the last seven international symposia.

Dr. Ernst Fricke recently started working for BMW Group as In-House Consultant. Previously, he was the Head of Systems Engineering & Support at CargoLifter Development GmbH, where one of his areas of responsibility was initiatives to improve the product development and systems engineering process. Before that, Ernst was wissenschaftlicher Mitarbeiter in the Division of Astronautics at the Technical University of Munich, working with aerospace and automotive industry on projects to implement Systems Engineering. He received his Master's degree in Aerospace Engineering in 1994 and his Ph.D. in Systems Engineering in January 1999 from the Technical University of Munich. He is a founding member of the German Chapter of INCOSE and was Technical Co-Chair of the Second European Systems Engineering Conference (EuSEC 2000).

Dr. Herbert Negele holds the position of Senior Systems Engineer, Electrics/Electronics Development at BMW Group, Munich, where he is responsible for initiatives on process/project management and systems engineering. He received his Master's degree in Aerospace Engineering in 1993 and his Ph.D. in Systems Engineering in 1998 from the Technical University of Munich. Until November 1999, he worked as an Assistant Professor in the Division of Astronautics in the field of Systems Engineering, with special focus on systems modeling and simulation, integrated product and process development, and systems engineering management. Herbert is a founding member of the German Chapter of INCOSE, served as its Vice President in 1997 and 1998, and was Technical Co-Chair of the Second European Systems Engineering Conference (EuSEC 2000).


Tutorial # F03: The Past, Present, and Future of Structured Analysis

Technical Abstract:
Over the past 50 years a fascinating story, yet to be heard by many in our profession, has evolved regarding structured modeling methods and the many and varied structures that resulted. The whole evolutionary process started in the 1950s with flow charting used by both hardware and software analysts. Hardware and systems engineers remained with flow charts, drawn horizontally rather than vertically, but software people migrated to a host of models over a period of 50 years. Now, there emerges a model from the software community that promises to restore unity between hardware, software, and system engineers and their works encouraging improved human communication and consequently significantly improved system integration during development. On-going work between Object Modeling Group (OMG) and the International Council On Systems Engineering (INCOSE) promises to close the gap between Unified Modeling Language (UML) use for software development and its use for systems and hardware development. This common modeling environment can also be projected into a new evolving world of development referred to as model driven development.

Brief Biography:
The tutorial will be jointly presented by James Long and Jeffrey Grady. James Long's biography is included under tutorial F00 above. Jeffrey O. Grady has been the president of JOG System Engineering, Inc a system engineering consulting and training company since 1993. Prior to that he had 30 years of industry experience in aerospace companies as a system engineer, engineering manager, field engineer, customer training instructor, and project engineer. Jeff has authored five recently published books in the system engineering field and holds a Master of Science in System Management from USC. He teaches system engineering courses around the country on-site at companies as well as at University of California, San Diego and Irvine campuses, University of Alabama at Huntsville, and Indian Purdue University in Fort Wayne, IN. Jeff is an International Council On Systems Engineering (INCOSE) Fellow and Founder.


Tutorial # F04: Measurable Systems Engineering

Technical Abstract:
Teams develop complex products and systems using engineering methods of varied effectiveness. Whether it is called "product design" or "systems engineering," the process moves at an overwhelming pace that sometimes seems to drown good practice. Good design groups, however, constantly seek to improve their design effectiveness. Measurement is essential to that improvement, providing the necessary control tools.

This full-day tutorial gives you practical measurement and improvement techniques that apply to the design of complex products and systems. These techniques and measurements are both usable and effective for any systems engineering effort, and they have been proven to work without requiring massive expenditures or process improvement bureaucracies. Many techniques provide real-time information that can guide each project while it is in work. Measurements include the most recent "Value of Systems Engineering" information learned through research by the INCOSE Systems Engineering Center of Excellence (SECOE). They are simple to use and can be implemented on your program now.

Brief Biograghy:
Mr. Eric Honour
has been in international leadership of the engineering of
systems for over a decade, part of a 34-year career of complex systems
development and operation. His energetic and informative presentation style
actively involves class participants. He was the founding Chair of the
INCOSE (International Council on Systems Engineering) Technical Board
in 1994, was elected to INCOSE President for 1997, and continues as
Director for Sponsored Research. He was selected in 2000 for Who's Who
in Science and Technology. He has been a systems engineer, engineering manager, and program manager at Harris Information Systems, E-Systems Melpar, and Singer Link, preceded by nine years as a US Naval Officer flying P-3 aircraft. He has led or contributed to the development of 18 major systems, including the Air Combat Maneuvering Instrumentation systems, the Battle Group Passive Horizon Extension System, the National Crime Information Center 2000, and the DDC1200 Digital Zone Control system for heating and air conditioning. Mr. Honour now heads Honourcode, Inc., a consulting firm offering effective methods in the development of system products. Mr. Honour has a BSSE (Systems Engineering) from the US Naval Academy and MSEE from the Naval Postgraduate School.

Tutorial # F05: Requirements-Based Product Line Engineering

Technical Abstract:
Reuse and requirements are very important for efficient and successful systems development. However there are many open issues about performing them well, in particular the reuse of requirements. This tutorial presents the experiences of requirements reuse using a Method for Requirements Authoring and Management (MRAM).

For modern, highly complex, high reliability systems, the need for properly structured, carefully controlled requirements specifications, which are understandable, complete and consistent is essential in order for the resultant computer-based system to be delivered on time, within budget and to the desired high level of quality. One approach to managing these problems is to establish a pool of reusable product line requirements and to construct the requirements for a new system by making a selection from the pool. A product line is a group of products within the same market segment e.g. mobile phones. A concern of this approach is the efficient and clean selection of a valid combination of requirements. A valid combination is one in which the requirements selected satisfy any constraints imposed by the product line model.

MRAM is a method for establishing and selecting from product line requirements that addresses this concern. Using MRAM means the management of the requirements definition process is more effective and efficient, producing more accurate and complete requirements documents. TRAM (Tool for Requirements Authoring and Management) is a software tool to support MRAM that utilises current proven office technology (MS-Word, MS-Access). The tutorial presents the results of MRAM/TRAM as it has been applied to Product-Line Engineering of a real-world application.

Brief Biographies:
Prof Michael Mannion
is Dean of School of Computing and Mathematical Sciences, Glasgow Caledonian University, Glasgow, Scotland, UK. He has a BSc in Computer Science from Brunel University and a PhD in Artificial Intelligence from Bristol University. He worked as a Software Engineer for GEC Marconi Radar and Praxis Systems. He lectured at Napier University, Edinburgh 1992-2000. He is a member of IEEE, ACM, British Computer Society (BCS).

Prof. Hermann Kaindl has just recently joined the Institute of Computer Technology at the Vienna University of Technology in Vienna, Austria. Prior to moving to academia, he was a senior consultant with the division of program and systems engineering at Siemens AG Austria. There he has gained more than 24 years of industrial experience in software development. His current research interests include software engineering with a focus on requirements engineering, and human-computer interaction as it relates to scenario-based design and hypertext. He has published three books and more than seventy papers in refereed journals, books and conference proceedings. He is a senior member of the IEEE, a member of the ACM, and is on the executive board of the Austrian Society for Artificial Intelligence.

Tutorial # F06: Maximizing the Systems Aspects of Systems Engineering

Technical Abstract:
What makes systems engineering different from all other engineering disciplines? It is the use of systems thinking, the systems approach, systems analysis, and systems processes. Many of those practicing systems engineering employ only a few of the many systems concepts that exist. In this tutorial we will explore the common systems concepts that will enhance the definition and the development of new products and the effective use and support of legacy systems that will continue to exist well into the 21st Century. The tutorial will review and explore the concepts of systems thinking, system science, systems approaches and systems analysis and trace the development of systems engineering as it is now practiced. A comparison of how these concepts have been applied to natural and environmental systems, organizational and management systems, traditional engineered systems as well as the more familiar defense and aerospace systems will identify weaknesses that can be minimized by applying the full spectrum of systems concepts. How system concepts have been utilized in object oriented methods, formal modeling languages and software engineering will also be explored.
This tutorial will allow the practicing systems engineer, software engineer, or any engineer to identify potential systems concepts that they can utilize to improve their job skills and career potential. This tutorial will also benefit those engineers or program managers seeking a concise presentation of what systems engineering is and how to determine good systems engineering from the bad.

Brief Biographies:
Dr. Brian W. Mar
is a Professor Emeritus. Prior to his retirement, he was at the University of Washington for over 30 years and was a Professor of Civil and Systems Engineering. The Boeing Company employed him for 10 years prior to joining the University of Washington. He holds a Ph. D. in Chemical/Nuclear Engineering as well as several degrees in Civil and Chemical Engineering and has served on International and National councils and advisory boards. He is a member of Phi Beta Kappa and Tau Beta Pi Honor Societies. He is one of the founders, a fellow and a Past President of INCOSE and has published several books and over 200 papers.

Mr. Morais is the President of Synergistic Applications, Inc. and has over forty years of Program management and Systems Engineering experience in industry. He holds a BSEE from California State Polytechnic University and M.S. in Systems Management from the University of Southern California. One of the more significant achievements in his career was leading the development of the first Systems Engineering Management Guide for the Defense Systems Management College when he was Director of Space Systems Division Systems Engineering for the Lockheed Missiles and Space Company. He has been an Adjunct Professor at San Jose State University. He has provided lectures in Systems Engineering at many other universities including Stanford, the University of Illinois, University of Southern California, University of Michigan, and the Czech Technical University. He has provided consulting support and training for National and International government agencies as well as communications and energy companies. He is a founding member of INCOSE, and was the first Treasurer. He was the first Executive Director for the initial period of the formation of INCOSE.

Tutorial # F07: Applied Statistical Decision Theory for Systems Engineering

Technical Abstract:
Systems Engineering is a discipline that has at its heart processes for making near optimal technical decisions in an environment of uncertainty. Systems Engineers make important decisions in every aspect of the Project Lifecycle, often simultaneous and sequentially. Providing good technical decision support for such decisions, sometimes with an unknown level of decision maker risk aversion, has never been easy, and often is almost impossible. Statistical Decision Theory as traditionally taught to address this problem is rarely practical for the Systems Engineer in such situations. However, recent advances in Statistical Decision Theory combined with applications of Markov Chain Monte Carlo methods have finally made Statistical Decision Theory practical for the Systems Engineer in all decision making scenarios. This tutorial addresses these state of the art techniques for making good technical decisions, and provides attendees with both the theory and the tools to apply the theory.

You will learn:
- how to apply decision analysis and theory in actual practice
- conditional probability analysis
- Markov Chain Monte Carlo (MCMC) techniques
- how to provide good support for decisions with unknown decision maker risk aversion

You will take home a CD-ROM Disc with
- a probability and statistics programming language suitable for decision analysis and MCMC methods
- example software programs using conditional probability analysis and MCMC techniques
- the example exercises presented in the tutorial of actual SE decision making
- extensive references

(Attendees will be strongly encouraged to bring a laptop computer (Windows compatible with a CD-ROM drive) to perform the computational tutorial exercises in parallel with the lecture, but a laptop is not required.)

Brief Biography:
Mark Powell
has spent over 30 years in a wide variety of technical environments, including DoD, NASA, DoE, and commercial. In these environments, Mr. Powell served as project manager, engineering manager, chief systems engineer, and research scientist. Mr. Powell is currently a member of the University of Idaho Adjunct Engineering Faculty teaching courses in the systems engineering graduate program, while maintaining an active engineering and management consultation practice. He spent the 2000-2001 academic year on sabbatical at the University of Texas at Austin performing research in the area of applied statistical decision theory, the practical applications of which are presented in the tutorial. Mr. Powell is currently teaching two graduate level asynchronous internet courses in this topic as well. He is an active member of Sigma Xi, ISBA, and was a founding member of the INCOSE Texas Gulf Coast Chapter. Mr. Powell's currently affiliation is with the INCOSE Snake River Chapter.

Tutorial # F08: Requirements and Modeling: A Structured Approach

Technical Abstract:
System requirements are often poorly structured and poorly written. There are special techniques available to help organize the requirements and make sense of them. This tutorial will discuss these techniques and give you essential principles and concepts that will help in developing a structured set of complete and consistent requirements for the system under development. An overall document tree is used to structure the different sets of requirements and supporting information such as the concept of operations, mission needs statement, requirements documents, test plans, and so on. How and when to model different aspects of the system will also be discussed.

We start with the "operational requirements" for a system and show how these are derived from the needs of the users, operators, operating organizations, and other stakeholders. We discuss how a "concept of operations" is developed to capture the essential features of how users and operators interact with the system and to drive the architecture development. We then discuss the nature of a "capstone requirements document" and how it relates to downstream requirements. We will also discuss how the system architecture relates to requirements and how various architecture frameworks can be used to help organize the development effort. Two of the frameworks discussed will be the C4ISR Architecture Framework and the Zachman Framework.

Brief Biographies:
James N. Martin
is an internationally known writer and lecturer on systems engineering. He wrote one of the most widely read books on systems engineering, "Systems Engineering Guidebook," published by CRC Press. His experience includes eighteen years in systems development of telecommunications products and services (most of this with Bell Labs) as program manager, systems engineering manager, system architect, requirements manager, and lead systems engineer. His experience with technology includes mobile wireless, underwater fiber optic, satellite broadband wireless, reconnaissance sensors and distribution networks, and airborne network hubs.

At the Aerospace Corporation, Mr. Martin is a system architect for communications networks and space systems. He also teaches at The Aerospace Institute and at seminars around the world. He led the development of ANSI/EIA 632, the US national standard that defines the processes for engineering a system. Mr. Martin graduated with an MS from Stanford and a BS from Texas A&M. He is a Fellow member of INCOSE.

Steven Heidorn is a highly accomplished systems engineer with over sixteen year's experience across a wide range of defense, intelligence and commercial systems. As a lead systems engineer, development engineering manager and chief engineer at IBM Federal Systems, he developed real-time, software-intensive, radar and sonar signal processing systems. At the MITRE Corporation, he developed concepts for software-reconfigurable sensor and communications processing systems and contributed to the architecture of the Joint Tactical Radio System. At the Aerospace Corporation, he provides system engineering and system architecting expertise across a wide range of information-intensive commercial, civil and intelligence systems and also teaches at The Aerospace Institute. Mr. Heidorn holds BS and MS degrees in electrical engineering from the University of Illinois at Urbana-Champaign and has done additional postgraduate work in statistical communication theory at George Mason University.

Monday Half-Day Optional Professional Tutorials - Morning:

Tutorial # H01: A Systems Engineering Cost Model for Information Processing Systems & Subsystems

Technical Abstract:
We invite you to learn about the latest cost model for system engineering tasks in information processing systems and subsystems. The material presented will be a summary of the last two years of work on COSYSMO (Constructive Systems Engineering Cost Model) by the COCOMO II research group at the Center for Software Engineering at the University of Southern California. You will be exposed to the following:
* Background and challenges faced while developing COSYSMO
* Operational Concept for COSYSMO
* Potential use of the model
* Direction of the model
* The use of EIA 632 and ISO 15288 in the model
* A prototype version of the model
* Details on the data collection process
By attending this workshop you will also have the opportunity to influence the direction and scope of the model.

Brief Biography:
Dr. Barry W. Boehm
is the Director of the Center for Software Engineering at USC. His current research interests include software process modeling, software requirements engineering, software architectures, software metrics and cost models, software engineering environments, and knowledge-based software engineering. His contributions to the field include the Constructive Cost Model (COCOMO), the Spiral Model of the software process, the Theory W (win-win) approach to software management and requirements determination and two advanced software engineering environments: the TRW Software Productivity System and Quantum Leap Environment.

Gary D. Thomas is an Engineering Fellow at Raytheon Garland where he has worked
since 1976. He serves on the staff to the Director of the Garland
Software Engineering organization and has been involved with numerous
research efforts with the Center for Software Engineering at USC since
1996. Gary received his Bachelor of Science in Education in 1964 from
the University of Missouri at Columbia.

Mr. Ricardo Valerdi is a Research Assistant at the Center for Software Engineering and a PhD student at USC. Previously he worked as a Systems Engineer at Motorola and General Instrument. His research interests are in applying System Engineering principles to Information Technology projects.

Tutorial #H02: Eisner's Architecting Method (EAM): Prescriptive Process and Products

Technical Abstract:
Systems Architecting has been recognized as one of the key elements of systems engineering. Although there has been considerable documentation of the features of a systems architecture, many questions still remain, especially with respect to (a) a prescriptive method for constructing an architecture, and (b) a short-form and practical set of products (outputs) that follow immediately from the above method. In addition, reviews of descriptions and diagrams that are claimed to be architectures suggest limited and often misleading views that can create more problems than they solve.

This tutorial focuses on describing, by example, a short-form prescriptive process for the architecting of systems, along with various products. This process and products have been tested for many years in both industry and academia. It is demonstrated that the same process applies as well to designing and building software systems. In addition to this tutorial's focus on a systematic and repeatable process for architecting systems, both relevant standards and the DoD's C4ISR approach are also discussed.

Brief Biography
Dr. Howard Eisner
serves as Distinguished Research Professor and Professor of Engineering Management and Systems Engineering at The George Washington University. He joined the faculty at GWU in 1989, after 30 years in industry where he held executive and research positions with ORI, Inc., Intercon Systems Corporation, and the Atlantic Research Corporation. He was president of Intercon Systems Corporation and the Atlantic Research Services Corporation.

Dr. Eisner has written three books. His first, "Computer-Aided Systems Engineering" (Prentice-Hall, 1988), was the first in showing more precisely how computer tools could support the many aspects of systems engineering. His second book, "Essentials of Project and Systems Engineering Management" (Wiley, 1997, 2nd Edition 2002), specifically integrates the topics of project management and systems engineering. His other book, "Reengineering Yourself and Your Company" (Artech House, 2000), explores migration paths from engineer to manager to leader as well as strategic planning issues.

Over the years, Dr. Eisner taught also at the University of Maryland (Systems Engineering), The George Washington University (Modulation & Noise, Information Theory), Columbia University (Electrical Engineering) and Brooklyn College (Physics). He is a Life Fellow of the Institute of Electrical and Electronics Engineers (IEEE) and a member of Tau Beta Pi, Eta Kappa Nu, Sigma Xi, and Omega Rho, various engineering and research honor societies. In 1994, he was given the Outstanding Achievement Award from the GWU Engineering Alumni. He has also served the government and industry on a variety of evaluation and advisory panels.

He holds the following degrees: B.E.E, The City College of New York (1957); M.S., Columbia University (1958); Doctor of Science, The George Washington University (1966)


Monday Half-Day Optional Professional Tutorials - Afternoon:

Tutorial # H03: Reconciling Requirements, Use Cases and Object-Oriented Modeling for Systems Engineering

Technical Abstract:
· How do scenarios / use cases fit together with functional requirements?
· How can OO (object-oriented) principles like classification help organizing a huge number of requirements?
· How can the application domain be better understood using OO modeling?

This tutorial addresses these questions because they are relevant for industrial software development but too many misunderstandings still exist with regard to OO processes and methods as related to requirements engineering. It shows how each requirement given in natural language can be modeled as an object, which facilitates a clean organization and association. While scenarios / use cases can somehow illustrate the overall functionality, additionally functional requirements for the system to be built should be formulated and related to them appropriately. In order to better understand scenarios, the goals to be achieved by them should be explicitly defined and linked to them as well. All kinds of requirements typically make statements about the application domain, which should be represented in an OO Domain Model of conceptual classes, in order to make the requirements better understandable.
Among other things, this tutorial proposes solutions to issues discussed in a panel organized by this proposer at OOPSLA 2001 "How do Requirements Relate to Objects?". It includes also material on real-world experience from the approach developed by this proposer as presented in an invited State-of the-Practice Talk at RE'01.

Brief Biography:
Prof. Hermann Kaindl
has just recently joined the Institute of Computer Technology at the Vienna University of Technology in Vienna, Austria. Prior to moving to academia, he was a senior consultant with the division of program and systems engineering at Siemens AG Austria. There he has gained more than 24 years of industrial experience in software development. His current research interests include software engineering with a focus on requirements engineering, and human-computer interaction as it relates to scenario-based design and hypertext. He has published three books and more than seventy papers in refereed journals, books and conference proceedings. He is a senior member of the IEEE, a member of the ACM, and is on the executive board of the Austrian Society for Artificial Intelligence.


Tutorial # H04: Systems Engineering and Software Engineering Processes and Products from a Standards Perspective: Stand on the Standards

Technical Abstract:
Systems engineering and software engineering standards have been around since the late 1960's, have evolved, and will continue to evolve. However, systems engineering and software engineering have continued to be two of the least well-understood engineering disciplines.

The goals of this tutorial are to: 1) describe the systems engineering and software engineering standards heritage, processes, and products; 2) show the relationship between systems engineering and software engineering processes and products based on the standards; and 3) encourage and challenge the participants to read, understand, select, tailor, and apply the systems engineering and software engineering standards, i.e., "stand on the standards," as opposed to relying solely on other sources such as instructions, procedures, guides, textbooks, education, training, and experience. Understanding the standards will significantly aid in understanding the relationship between systems engineering and software engineering.

Customers, companies, authors, educators, managers, engineers, and others may have an understanding of portions of systems engineering and software engineering based on these other sources. Standards, developed by subject matter experts and approved by a nationally recognized standards organization, provide a more complete and common understanding of systems engineering and software engineering, and thus provide a firm foundation for product and process development. Knowledge of these standards and experience in applying them are also significant enhancements to any engineer's career.

Brief Biography:
Mr. John Clark
is a Chief Engineer at Northrop Grumman Information Technology, Defense Mission Systems, Warfare Systems Engineering in Virginia Beach VA. He is currently supporting Northrop Grumman Newport News at the Virginia Advanced Shipbuilding Carrier Integration Center (VASCIC) on the new CVN 77 and CVN 21 aircraft carrier programs. John's background includes over 37 years of experience in applying systems engineering and software engineering to a wide variety of systems including the acquisition, development, verification/testing, operations, and support/maintenance of military tactical command, control, communications, computer, intelligence, radar, sonar, electronic warfare, identification, weapon, network, scientific, and information systems. He earned a Bachelor of Science degree in Electrical Engineering from the Pennsylvania State University and a Master of Science degree in Electrical Engineering from the State University of New York. John's current professional memberships include INCOSE and IEEE. He and his wife Linda of over 36 years have four children, Robin, Kristin, Jason, and Aimee. John is an active member of his church and leads the Royal Rangers outreach ministry program for at-risk boys in a local trailer park.

Alternate 1: Fault Analysis for Systems Engineers

Technical Abstract:
Murphy said that if anything can go wrong, it will. Robust design can reduce the rate of hardware failure, but it will never reach zero, and software provides its own class of "failure". During the system design process the systems engineer must assess failure conditions and determine appropriate system responses to failure. Waiting for detailed design completion is too late, but starting a fault analysis without a design can be intimidating. The conference theme, "Problem Solving through Structured Thinking", suggests that the Systems Engineer should understand how failure affects system behavior before the design is completed. Appropriate mitigation can then be designed into the system via the requirements.

This tutorial will provide the processes and methods during requirements analyses to lead the design in the area of failure analysis and system or subsystem response to failure. The attendee will learn how to perform functional failure analysis to produce a failure modes and effects analysis (FMEA) prior to SDR and PDR, rather than waiting for CDR, when it's generally too late to influence the design. Focusing on functional failure implies that the analysis can be valid regardless of the eventual implementation in hardware, software, or something else. The utility of the analyses for Safety and Logistics activities will also be described.

This introduction to fault analysis for systems engineers follows the new industry standard, ARP5580 ("Recommended Failure Modes and Effects Analysis (FMEA) for Non-Automotive Applications"), which focuses on functional behavior and consequences rather than the more traditional piece-part analysis. The tutorial will carefully define terms used in the subject of fault analysis, describe the basis for functional failure, and describe the different kinds of fault analyses and when they should be applied. In addition, this tutorial will demonstrate how to integrate failure analysis into the requirements analysis process. ARP5580 will be reviewed in some detail. Finally, we will demonstrate how to conduct a functional failure modes and effects analysis on a system and integrate the results in requirements using the techniques described.

Brief Biography:
Dr. Carson
is an Associate Technical Fellow in Systems Engineering in the Integrated Defense Systems organization of The Boeing. During his career he has worked on requirements analysis for various military and commercial systems including locomotives, missiles, high-power lasers, the Boeing 777 Cabin Management System, and the Boeing Phased Array Communication Antenna System for live, satellite-broadcast television. He received "Best Paper" Award at the 1995 Symposium of the International Council on Systems Engineering for his work on "A Set Theory Model for Anomaly Handling in System Requirements". During 1999-2000 he was responsible for analyzing failure modes and effects of the Boeing Joint Strike Fighter design. He is currently responsible for the design of airborne intelligence, surveillance, and reconnaissance systems, and fault analysis for various applications, including Connexion by BoeingSM. He has a Ph.D. in Nuclear Engineering from the University of Washington, and a B.S. in Applied Physics from the California Institute of Technology.

Alternate 2: Writing Requirements

Technical Abstract:
What is a good requirement? How do you write a good requirement? This one-day seminar focuses on how to write good requirements - the characteristics of good requirements and how to turn bad into good. It covers how to turn an implementation or operational statement into a requirement. It covers other data you need, such as rationale, in order to make understanding requirements easier over the project life cycle. It discusses types of requirements - functional, performance, reliability, etc.
Theory is turned into practice using a set of exercises designed to give participants hands-on practice in identifying common errors in writing requirements. Students work as teams to determine problems with requirements - terminology, ambiguous terms, stating implementation and operations as opposed to requirements, and level distinctions. Examples of how to rewrite implementation and operational requirements as verifiable requirements are shown. Students are given a project scope and operational concepts and then do a team exercise to define a set of requirements. Management of data relevant to requirements - rationale, traceability, and others - are discussed.

Brief Biography:
Lou Wheatcraft
is an expert in requirements development and management who educates and consults organizations on the importance of writing good requirements. Lou is a member of INCOSE, the INCOSE Requirements Working Group, and Project Management Institute, Toast Masters, International, and the World Futures Society

Lou Wheatcraft is a senior instructor joining Compliance Automation, Inc. in the summer of 2000. Lou has over 35 years experience in the aerospace industry, including 22 years in the United States Air Force as part of the Military Space Program. Prior to joining Compliance Automation, Lou worked five years at the Johnson Space Center in the Astronaut Office developing operational concepts and requirements for how the astronauts are living and working on the International Space Station.
Lou has co-authored a paper with Ivy Hooks titled, Scope Magic, authored an INSIGHT Special Feature Article, The Importance Of Scope Definition Prior to Developing Space System Requirements, Published in INCOSE INSIGHT, January 2002, Vol. 4 Issue 4, and authored an article, Back To Basics: Delivering a quality product that meets your customer's expectations, to be published online in CrossTalk, January 2003, Vol 16 No. 1.

Lou has a BS degree in Electrical Engineering from Oklahoma State University, an MA degree in Computer Information Systems from the University of Houston - Clear Lake, an MS degree in Environmental Management from the University of Houston - Clear Lake, and is completing an MS degree in Studies of the Future from the University of Houston - Clear Lake.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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