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    ESD.33 Systems Engineering

    Lecture 1Course Introduc8on

    Instructors:Dr. Qi Van Eikema Hommes

    Mr. Pat Hale

    Mr. David Erickson

    Teaching Assistants:

    Ellen Czaika

    Ipshita Deepak

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    Agenda

    Welcome and Introduc8on of Teaching Staff Why are we here?

    What are Systems? What is Systems Engineering? Why do we study Systems Engineering?

    Course Schedule and Logis8cs

    Qi Van Eikema HommesJ une 8, 2010 2

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    Dr. Qi Van Eikema Hommes

    ESD Research Associate and Lecturer

    years of work experiences in automo8vecompanies (Ford and GM)

    Senior Research Scien8st at GM R&DPowertrain Systems Engineer at Ford

    Qi Van Eikema Hommes

    Ph.D. and M.S. in

    Mechanical Engineering B.S. in MechanicalEngineering

    J une 8, 2010 3

    MIT University ofKentucky

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    Dr. Pat Hale

    SDM Director, ESD Senior Lecturer

    Military experience:

    -20 years in U.S. Navy: submarines Industry experience:

    -Draper Labs (Director, Systems Engineering)-O8s Elevator (first Director, Systems &

    Controls Engineering) Past INCOSE president

    J une 8, 2010 Qi Van Eikema Hommes 4

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    Academic Background

    B.S. Mechanical Engineering

    University of Minnesota

    M.S. Mechanical Engineering

    Engineers Degree in Ocean Engineering

    Massachusetts Institute of Technology

    MBA

    Cornell University

    J une 8, 2010 Qi Van Eikema Hommes 5

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    About me:

    Product designer/ manager, systems engineer,

    mobile tech enthusiast, a mother, vocal ar8st and a

    second year SDM student

    J une 8, 2010 Qi Van Eikema Hommes 6

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    About me:

    SDM0

    Former manager of systems engineering team

    Ethnographer

    Athlete (numerous sports: rowing, yoga, skiing/snowboarding,hiking, biking, sailing, surfing, etc.)

    J une 8, 2010 Qi Van Eikema Hommes 7

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    Why Are We in This Class?

    J une 8, 2010 Qi Van Eikema Hommes 8

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    Qi Van Eikema Hommes June 8, 2010

    9

    Image by MIT OpenCourseWare.

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    Is This a System and Why?

    http://science.howstuffworks.com/power.htm/printable

    J une 8, 2010 Qi Van Eikema Hommes 10

    Power grid image removed due to copyright restrictions.

    Image can be found at HowStuffWorks.com.

    http://science.howstuffworks.com/environmental/energy/power.htmhttp://science.howstuffworks.com/environmental/energy/power.htm
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    Is This a System and Why?

    J une 8, 2010 Qi Van Eikema Hommes 11

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    Is This a System and Why?

    J une 8, 2010 Qi Van Eikema Hommes 12

    Name

    Headquarters

    SecurityDepartment

    Name

    StrategyDepartment

    Name

    FinanceDepartment

    Name

    IT Department

    Name

    PersonnelDepartment

    Name

    LegalDepartment

    Name

    Public RelationsDepartment

    Name

    MarketingDepartment

    Name

    SalesDepartment

    Name

    ResearchDepartment

    Name

    LogisticsDepartment

    Name

    Production

    Name

    Administration

    Name

    Corporate Name

    Image by MIT OpenCourseWare.

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    Is This a System and Why?http://ccl.northwestern.edu/netlogo/models/WolfSheepStrideInheritance(ANIMATION)Works in Firefox browser

    Wolves eats sheep.

    Sheep eat grass.Wolves and sheep reproduce.

    They move in random directions.

    Try when there are more wolves than

    sheep.

    J une 8, 2010 Qi Van Eikema Hommes13

    http://ccl.northwestern.edu/netlogo/models/WolfSheepStrideInheritancehttp://ccl.northwestern.edu/netlogo/models/WolfSheepStrideInheritance
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    What Types of Systems Have You

    Worked on?

    Why do you call them systems?

    J une 8, 2010 Qi Van Eikema Hommes 14

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    Defini8on of Systems

    A combina8on of interac8ng elementsorganized to achieve one more stated

    purposes.

    An integrated set of elements, subsystems, orassemblies that accomplish a defined

    objec8ve. These elements include products

    (hardware, soware, firmware), processes,people, informa8on, techniques, facili8es,

    services, and other support element.Source: INCOSE SE Handbook, V3.2

    J une 8, 2010 Qi Van Eikema Hommes 15

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    Characteris8cs of Systems

    Interac8on

    Hierarchical

    Emergent Dynamic

    Interdisciplinary

    J une 8, 2010 Qi Van Eikema Hommes 16

    Di it l Ph t h

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    Digital Photography

    J une 8, 2010 Qi Van Eikema Hommes 17

    Inkjet Photo Printer

    PictBridge Compatible

    Printers (with Direct Print)

    PC CompatibleComputer

    CF/SD Cards

    USB Cable

    USB Cable

    USB Cable

    (FireWire IFC-200D4/D44 or IFC-450D4/D44cable for EOS 1Ds Mark IIand EOS 1D Mark II)

    Interface CableIFC-300PCU/IFC-400PCU(EOS-1Ds Mark II , 1D Mark II,20D, Digital Rebel XT, Digital Rebel)

    CF/SD CardReader

    PC Card Adapter

    EOS Digital Cameras(with Direct Print)

    EOS-1Ds Mark II

    EOS-1D Mark II

    EOS-20D

    EOSDigital Rebel

    EOS

    Digital Rebel XT

    Computers

    MacintoshComputer

    Compact Photo Printer

    Image by MIT OpenCourseWare.

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    System of Systems

    Largescale interdisciplinary problems involvingmul8ple, heterogeneous, distributed systems.

    System elements operate independently.

    System elements have different life cycles. The iniAal requirements are likely to be ambiguous.

    Complexity is a major issue.

    Management can overshadow engineering.

    Fuzzy boundaries cause confusion.

    SoS engineering is never finished.Source: INCOSE SE Handbook V3.2

    J une 8, 2010 Qi Van Eikema Hommes 18

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    This Class Focus

    J une 8, 2010 Qi Van Eikema Hommes 19

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    Agenda

    Welcome and Introduc8on of Teaching Staff Why are we here?

    What are Systems? What is Systems Engineering? Why do we study Systems Engineering?

    Course Schedule and Logis8cs

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    What is Systems Engineering?

    Systems engineering is a discipline that concentrates on the

    design and applica8on of the whole (system) as dis8nct from

    the parts. It involves looking at a problem in its en8rety, taking

    into account all the facets and all the variables and rela8ng

    the social to the technical aspect.

    Systems engineering is an itera8ve process of topdown

    synthesis, development, and opera8on of a realworld system

    that sa8sfies, in a near op8mal manner, the full range of

    requirements for the system. INCOSE SE Handbook V3.2

    J une 8, 2010 Qi Van Eikema Hommes 21

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    What is Systems Engineering?

    Systems engineering is an interdisciplinary approach and

    means to enable the realiza8on of successful systems. It

    focuses on defining customer needs and required

    func8onality early in the development cycle, documen8ng

    requirements, and then proceeding with design synthesis and

    system valida8on while considering the complete problem:

    opera8ons, cost and schedule, performance, training and

    support, test, manufacturing, and disposal. SE considers both

    the business and the technical needs of all customers with the

    goal of providing a quality product that meets the user needs.

    INCOSE SE Handbook V3.2

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    Applica8on Domains of Systems

    Engineering Aerospace Urban Infrastructure

    Communica8ons systems

    Data and informa8on systems

    Healthcare systems

    Electric power systems

    Produc8on/construc8on systems

    Waste disposal systems

    Transporta8on systems

    Financial systems

    Educa8on systems

    Source: Blanchard, Fabrycky, Systems Engineering and Analysis, 5th ed.

    J une 8, 2010 Qi Van Eikema Hommes 23

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    Waterfall Process Model

    Introduced by Royce

    in 1970, initially forsoftware

    development.

    Source: Blanchard, Fabrycky, Systems Engineering and Analysis, 5th ed.

    J une 8, 2010 Qi Van Eikema Hommes 24

    RequirementsAnalysis

    Specifications

    Design

    Implementation

    Test

    Maintenance

    FEEDBACK

    Image by MIT OpenCourseWare.

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    Spiral Process Model

    Boehm, 196.

    Adapted from

    Waterfall model Itera8ve

    Prototyping

    Source: Blanchard, Fabrycky, Systems Engineering and Analysis, 5th ed.

    J une 8, 2010 Qi Van Eikema Hommes 25

    Need

    System

    Requireme

    nts

    Deter

    mination

    Function

    Defin

    ition

    Detail

    Requi

    rement

    s

    Feasibility

    Analysis

    Requirem

    ents

    Allocation

    Component

    Design

    Components

    System

    Analysis

    System

    Specification

    Select

    Design

    Equip

    ment

    Definiti

    on

    Trade-Off

    Studies

    Evaluationand

    Optimization

    ConceptualReview

    TestandReview

    FormalDesignReview

    Operational

    Prototype

    SynthesisSyste

    m

    Prototype

    Implemen

    tation

    Image by MIT OpenCourseWare.

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    INCOSE VEE Model

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    INCOSE VEE Model

    J une 8, 2010 Qi Van Eikema Hommes 27

    Image by MIT OpenCourseWare.

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    Is There a Winner?

    It is observed that preferences expressed byindividuals and groups for one of the system

    models is subjec8ve.

    Research is needed to see which model fitswhat situa8on beer.

    Class Discussion:

    What are common among these processes?Is Systems Engineering the same from Product

    Development?

    J une 8, 2010 Qi Van Eikema Hommes 28

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    Agenda

    Welcome and Introduc8on of Teaching Staff Why are we here?

    What are Systems? What is Systems Engineering? Why do we study Systems Engineering?

    Course Schedule and Logis8cs

    J une 8, 2010 Qi Van Eikema Hommes 30

    The Value of Systems Engineering

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    y g g

    J une 8, 2010 Qi Van Eikema Hommes 31

    Image by MIT OpenCourseWare.

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    The Value of Systems Engineering

    Systems engineering efforts reduce cost andschedule overrun.

    Class discussion: Why? Think back about the

    characteris8cs of systems.

    Interac8onHierarchicalEmergenceDynamicInterdisciplinary

    J une 8, 2010 Qi Van Eikema Hommes 32

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    History of Systems Engineering

    The MachineAge

    1940s

    The SystemsAge

    J une 8, 2010 Qi Van Eikema Hommes 33

    Th M hi A

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    The Machine Age Reduc9onismEverything can be reduced, decomposed, or

    disassembled to simple indivisible parts. Analy9cal way of thinking

    Take apart what is to be explained Explain the smaller parts. The whole is the sum of its parts.

    Mechanism

    Cause and effect, determinis8c thinking Closed System Thinkingignore the environment a

    phenomenon is in.

    Mechaniza9on Industrial revolu8on (119th century) Machine subs8tute people for physical work Dehumaniza8on of work

    J une 8, 2010 Qi Van Eikema Hommes 34

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    Examples of Machine Age Thinking

    Ancient roots

    Aristotle (Physicsfire, earth, air, water, aether )Archimedes

    BiologyStudy of cells and organs

    Physics

    Study of atoms

    F. W. Taylor Scien8fic Management

    J une 8, 2010 Qi Van Eikema Hommes 35

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    Class Discussion Points

    Your examples?

    Strength and Weakness of Machine AgeThinking

    J une 8, 2010 Qi Van Eikema Hommes 36

    h

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    The System Age Circa 1940s

    Supplemen8ng the Machine Age thinking

    Expansionism

    All objects and events, and all experience of them as parts of largerwholes.

    Stochas8c view of the systems. Synthe9c Thinking (Systems Thinking)

    Instead of focusing on explaining the whole but taking it apart,synthe8c thinking focuses on explaining something in terms of its role

    in the larger system.

    The whole is not equal to the sum of its partssome8mes more,some8mes less.

    Teleologically oriented

    Systems have purposes More focuses on the human aspect of organiza8on design and

    management.

    J une 8, 2010 Qi Van Eikema Hommes 37

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    Machine Age vs. Systems Age

    Machine Age Thinking Systems Age Thinking

    Reduc8onism Expansionism

    Analy8cal thinking Synthe8c thinking

    Mechaniza8on Teleologically Oriented

    These two eras show continuous human inquiry tounderstand the world.

    They are complementary, not contradictory. System Engineering is a more recent phenomenon. Understanding the history helps us to think critically.

    J une 8, 2010 Qi Van Eikema Hommes 38

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    INCOSE

    The Interna8onal Council on Systems Engineering (INCOSE) is

    a notforprofit membership organiza8on founded to develop

    and disseminate the interdisciplinary principles and prac8ces

    that enable the realiza8on of successful systems.

    Mission: Share, promote and advance the best of systems

    engineering from across the globe for the benefit of humanity

    and the planet.

    Vision: The world's authority on Systems Engineering.

    hp://www.incose.org/

    J une 8, 2010 Qi Van Eikema Hommes 39

    http://www.incose.org/http://www.incose.org/
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    Agenda

    Welcome and Introduc8on of Teaching Staff Why are we here?

    What are Systems? What is Systems Engineering? Why do we study Systems Engineering?

    Course Schedule and Logis8cs

    J une 8, 2010 Qi Van Eikema Hommes 42

    C L i Obj 8

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    Course Learning Objec8ves

    This course intends to help you develop the capability of systems thinking by

    introducing classical and advanced systems engineering theory, methods, and

    tools. Aer taking this class, you should be able to:

    Develop a systems engineering plan for a realis8c project. Judge the applicability of any proposed process, strategy, or methodology for

    systems engineering using the fundamental concepts from disciplines such as

    of probability, economics, and cogni8ve science.

    Understand system engineers role and responsibili8es. Understand the roleof organiza8ons.

    Apply systems engineering tools (e.g., requirements development andmanagement, robust design, Design Structure Matrix) to realis8c problems;

    Recognize the value and limita8ons of modeling and simula8on. Formulate an effec8ve plan for gathering and using data. Know how to proac8vely design for and manage system lifecycle targets.

    J une 8, 2010 Qi Van Eikema Hommes 43

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    Qi Van Eikema Hommes June 8, 201044

    Lecture 4

    Stakeholder Analysis and

    Requirements Defini8on

    Lecture 2

    Systems Engineering

    As Human Ac8vity

    Lecture 13

    Design Verifica8on

    and

    Valida8on, Lifecycle

    ManagementLecture 5 innova8on in

    Systems Engineering

    Lecture 6 Axioma8c

    Design and DMDSMMethod

    Lecture 8

    Trade Space Explora8on

    Concept Selec8on

    Lecture 10 : Experiments

    Lecture 11

    Lecture 12:

    : Robust Design I

    Robust Design II

    Course Layout

    C i l

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    Course Materials

    Textbooks: INCOSE Systems Engineering Handbook, V3.2.40 PrinciplesQBQ

    Reference books:

    Strongly recommended: Blanchard, B. S., andFabrycky, W. J., Systems Engineering and nalysis,

    5th edi8on, Pren8ce Hall, 2010.

    J une 8, 2010 Qi Van Eikema Hommes 45

    C P li i

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    Course Policies

    Reading please be prepared for classdiscussions

    Class sessions

    2 sessions/week, 2 hours/sessionSession 3, 3 hours, project proposalSessions 19 and 20, 4 hours, final

    presenta8ons.

    Aendance and class par8cipa8onInstructor will randomly pick student names for

    class discussion

    J une 8, 2010 Qi Van Eikema Hommes 46

    Class Time Commitment

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    Class Time Commitment

    Course is H 306 This is a 9 units class in a normal semester (14

    weeks).

    Summer is 10 weeks, which means this courserequires 12.6 hours of work per week.

    12.6 hours = 4 hours in class + .6 hoursoutside

    .6 hours include reading, homeworkassignments, and project work.

    J une 8, 2010 Qi Van Eikema Hommes 47

    Grading

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    Grading Project (presenta8ons and reports):

    Individual Project proposal (presenta8on and 1page) 10% Midterm (group presenta8on) 10% Final (group presenta8on) 20%

    Homework Assignments 10% x 5

    The first four are individual assignments 10% x 4 The fih is a group presenta8on 10%

    Aendance and class par8cipa8on 10%

    Each class unaended without instructors permissionreduces 1% of the grade

    Please let the instructor know if you are unable to aendthe class.

    J une 8, 2010 Qi Van Eikema Hommes 48

    Term Project

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    Term Project

    The goal is to apply the systems engineeringmethods and tools to a topic that fits your interest /your industry.

    Acceptable topic examples:

    Design of a new system (technical, organiza8onal,enterprise level, etc.). The project must haveenough detail so that it can demonstrate the use

    of the methods and tools taught in the class.

    Indepth inves8ga8on of a successful or failedproject Choose a project that you have access to informa8on

    and data.

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    Term Project Deliverables

    Proposal (Session 3)

    Individual students propose project topicsVoluntarily form teams of 35. Four

    member teams are strongly encouraged.

    Submit team forma8on report by Session 5. Midterm presenta8on (Session 9) Final presenta8on (Sessions 19 and 20)

    J une 8, 2010 Qi Van Eikema Hommes 50

    k i

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    Homework Assignments

    What if you were called to help NHSTA inves8gatethe Toyota sudden accelera8on safety recall?

    Most of the homework assignments will be centered

    around the ques8on: What could have been done to

    prevent the problem?

    Your study should not be focused only on Toyota,but automobiles in general.

    More about the case study in a few slides.

    J une 8, 2010 Qi Van Eikema Hommes 51

    Homework Requirements

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    q Homework is individualbased. Collabora8on is

    encouraged, but work must be turned in byindividuals.

    Acknowledge all help received.

    Provide references to data and informa8on sources.

    J une 8, 2010 Qi Van Eikema Hommes 52

    A d

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    Agenda

    Welcome and Introduc8on of Teaching Staff Why are we here?

    What are Systems? What is Systems Engineering? Why do we study Systems Engineering?

    Course Schedule and Logis8cs

    J une 8, 2010 Qi Van Eikema Hommes 53

    MIT OpenCourseWarehttp://ocw.mit.edu

    http://ocw.mit.edu/http://ocw.mit.edu/http://ocw.mit.edu/
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    ESD.33 Systems Engineering

    Summer 2010

    For information about citing these materials or our Terms of Use, visit: http://ocw.mit.edu/terms.

    http://ocw.mit.edu/termshttp://ocw.mit.edu/terms