CESMII Roadmap: 2017 –2018 2 · Align Anticipated Impact with CESMII Goals – define how the project contributes to CESMII objectives and goals and identify how the project aligns

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CESMII Roadmap: 2017–2018 2

Smart Manufacturing (SM) is the business, technology, infrastructure, and workforcepractice of optimizing manufacturing through the use of engineered systems that integrate operational technologies and information technologies (OT/IT).*

*Throughout the roadmap, these integrated engineered OT/IT systems are referred to as “cyber-physical systems.”

SM enables the right informationand right technology to be available at the right time and in the right form to the right people, powering smart decision-making within factories and across entire value chains.


Improves overall performance, productivity, and efficiency, making

manufacturing faster, better, cleaner, and more profitable

Facilitates the availability of effective, interoperable, networked, secure, and

resilient solutions to manufacturers of any size

Enables intelligent process automation to convert data into actionable insights

Augments human-in-the-loop cognition and involvement

Provides the operating platform for cyber-physical systems

Transforms the manufacturing sector to become the engine for open

innovation and skills development


Provide the framework to start up the Institute and focus CESMII efforts on high-priority SM industry needs, including: Availability of objective information on SM technologies

Consultation, assessment, and platform-based access to approaches and methods

Cross-industry information and studies

Training

Direct the first call for CESMII projects, cross-industry studies, technology and knowledge inventories, and workforce development and training

Align and cross-link the efforts of the CESMII Regional Manufacturing Centers (RMCs)

Set the stage for a more comprehensive, more in-depth CESMII Roadmap: 2018–2022 process with the CESMII standing committees and technology workgroups

Built around highly interactive virtual workshops, the initial CESMII roadmap process solicited input from more than 100 SM experts.

Detailed results of these workshops are included in the CESMII Budget Period 1 Roadmap Process Findings document.


U.S. manufacturers must invest today in SM to serve connected customers with high-quality products, effective processes, and responsive services.

The value of SM is achieved through dynamic formation of cyber-physical systems.

SM technologies and infrastructure must maximize openness and interoperability.

Ensuring strong cyber security is essential for widespread SM deployment.

SM must be communicated in terms of business outcomes.

Industry requires clearly defined pathways for achieving the benefits of SM.

A focus on energy-intensive and energy-dependent manufacturing processes offers the most significant and accelerated reinvestment potential.

SM is key to establishing new job growth and manufacturing markets, building a highly productive and skilled workforce, and improving the health of the economy.



To facilitate implementation of

new manufacturing solutions and

integration of operational

technologies and information

technologies (OT/IT), CESMII will

accelerate early-stage R&D in

ways no company or industry

can do alone.

The CESMII R&D Portfolio will

simultaneously address

knowledge gaps and advance

innovation in SM technology,

processes, and workforce.

Research

Early-Stage R&D• Advanced sensors• Models and computational tools• Data structures and configurations• Process controls• Hardware• Software

Early-Stage R&D• Security requirements• Human-technology interfaces• Data management• Process models • Business change management• Workforce skills development

Early-Stage R&D• Reference architectures• System configurations• System models• Interoperability standards

Technology Development

Product Integration

Market Implementation

The CESMII R&D Portfolio will facilitate development of cross-sector solutions through:

The evolving selection and coordinated execution of collaborative projects, studies, and assessments

Cross-institute, cross-industry, cross-company, cross-vendor, cross-business, and cross-technology collaboration

The CESMII R&D Portfolio will address R&D challenges and knowledge gaps related to the integration of manufacturing operational technologies and information technologies (OT/IT), including:

hardware, software, and security requirements

sensor technologies, multi-sensor data fusion, and sensor-actuator-human interfaces

process model (e.g., physics-based, empirical, data-driven, cognitive, and quantitative) verification, validation, and uncertainty quantification

data structures, contextualization, configuration, and management

reference architectures and platform for process technology digitization


The CESMII Project Portfolio will be selected by CESMII

Headquarters and driven by needs and opportunities defined by

Regional Manufacturing Centers (RMCs).

The CESMII Portfolio will include:

Roadmap Projects that develop new capabilities

Application Projects that use and apply capabilities

Cross-industry or cross-application Benchmark Studies

and Assessments


Characterize the Problem – define the significance of the manufacturing problem to industry

Summarize the Current State – articulate the current state of the art, including R&D and knowledge barriers, gaps, and opportunities

Differentiate the Project Approach – identify the novelty of the specific innovation or knowledge the proposed approach is anticipated to yield—including how components, configurations, methods, or tools can be reused for common operations within and across companies and industries

Define the Technical Approach and Reusability – define quantitative and qualitative modeling methods; data structures; sensor, actuator, and human interfaces; hardware, software, security, and reference architecture for the SM Platform; and systems engineering and modeling tools

Align Anticipated Impact with CESMII Goals – define how the project contributes to CESMII objectives and goals and identify how the project aligns with the CESMII Roadmap 2017–2018 R&D Portfolio

Identify Measures of Success – define short-, mid-, and long-term strategy and success metrics

Assess Risks, Knowledge Gaps, and Uncertainties – identify and quantify the severity of any risks or unknowns that could prevent the project from achieving its intended outcomes

Define Stakeholder Roles and Responsibilities – identify the stakeholders who will benefit from project results as well as cross-industry collaborative partners

Outline Project Cost and Timeline – indicate and justify the project cost and time requirements relative to the value the project will yield



The CESMII Roadmap: 2017–2018 includes the following content for each of the four CESMII strategies: Strategic Objectives — the desired

outcomes of CESMII activity, which should inform project selection

R&D Portfolio — priority needs for collaborative R&D projects, studies, and assessments (the Workforce Development section does not include this content)

Near-Term Action Plan — a timeline of activities for the next year to guide CESMII’s initial efforts, with color-coding to reflect the need for coordination across CESMII’s four strategies

Optimize manufacturing and increase energy productivityCESMII Roadmap: 2017–2018 12

Achieve manufacturing and energy objectives through collaborative R&D

Drive improved quality, efficiency, and productivity throughout the manufacturing enterprise in real time

Achieve new levels of operational value, increased sustainability, and improved energy efficiency and safety through highly flexible and scalable manufacturing systems and processes

Facilitate successful implementation of cyber-physical systems in companies of all sizes across a variety of manufacturing sectors

Facilitate the evolution of workforce jobs and skills needed for SM implementation


To achieve the CESMII Strategic Objectives for Business Practices, the Institute must focus on the following R&D areas:

Inventory existing SM technologies and benchmark the current state of integration of operational technologies and information technologies (OT/IT)—including organization, workforce, and infrastructure readiness—in enterprise systems across industries and companies

Study and gain consensus on metrics for assessing the impact of cyber-physical system engineering practices, processes, technologies, tools, and analyses on manufacturing technology, business, infrastructure, and operational/workforce performance and productivity

Analyze industry technical requirements and opportunities for reusability of hardware, software, data, system configurations, applications, and workforce roles across companies and industries to baseline and build: Shared standards-based tools and resources to exploit reusability, support decision-making,

and align business operations and worker skills with cyber-physical systems Tools, methods, and models for validating and mitigating cyber security risks associated with

OT/IT system integration Methods, reference architectures, standards, security protocols, and common reporting

procedures for OT/IT system integration Workforce roles related to SM sensor-to-actuation systems, data management and machine-

based data modeling, and decision-making


Business Practices

Understand opportunities for businesses in target markets to achieve the value proposition of SM

through RMCs

Conduct workshops to raise awareness and provide education about the SM Platform and SM integration

Solicit early industry feedback on showcase project applications

Develop business models that document return on investment

(ROI) of using SM tools

Conduct Affinity Group workshops to facilitate sharing of problems and solutions to SM Marketplace and technology issues

Asse

ssm

ent &

Be

nchm

arki

ng

Restart Business Standing Committee to define the CESMII offering and key

markets

Inte

grat

ion

Wor

kfor

ce A

lignm

ent

Identify technologies, gaps/challenges, and current state of SM

integration

Define a common SM language and value proposition for all

stakeholders

Define and continuously refine the strategy for successful implementation of cyber-physical systemsin companies of all sizes

Develop consultation capabilities and shared information to assess

industry SM opportunities and technical requirements

Implement business models to facilitate the ability for technology providers to contribute tools to the SM Platform and Marketplace

Continue to build a robust SM Platform & Marketplace

Develop curriculum and training programs to educate all levels of stakeholders on the value and benefits of SM and align business operations and worker skills with the integration of cyber-physical systems

Identify workforce technical skills gaps related

to SM

Develop and implement certification programs for training, services, and technology

2017 2018

Connect industry and academia through networking, postings, etc. to build SM skills and understand and address manufacturing needs

Develop and continuously refine a user support model and network of technical experts that members can leverage to support integration

Share and continuously develop new project success stories

Document the potential and actual ROI of SM integration to continue to refine the SM value proposition

All items in the Business Practices Near-Term Action Plan address business practice needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.

Define metrics that evaluate impact of SM

integration

Continuously identify solutions for addressing gaps and mitigating risks of SM integration across a variety of manufacturing sectors

Facilitate the development, demonstration, and application of modular, affordable, easy-to-configure, secure, and reusable cyber-physical systems—composed of advanced sensors, data analytics tools, process controls, models, and computational platforms—to companies of all sizes across manufacturing sectors

Advance sensor systems to achieve more affordable, robust, easy-to-configure, and secure wireless data communications

Increase the successful application of next-generation data analytics and modeling

Make advanced controls and analytics methods and tools accessible to workers throughout companies and across companies of all sizes

Develop the systems engineering tools and methodologies needed for design and reusability of cyber-physical systems



To achieve the CESMII Strategic Objectives for Enabling Technologies, the Institute must focus on the following R&D areas:

Cross-Cutting R&D & Reusability

Establish capabilities for whole-system development, testing, verification, and validation

Validate methods for incorporating advanced computing into real-time operational settings

Assess application of data and modeling standards, ontologies, structures, and workflows across whole systems

Conduct whole-system analysis of emergent behaviors of cyber-physical manufacturing systems

Develop end-to-end, sensor-to-actuation, data, transmission security, and computation flow prediction capabilities

Establish a database of validated data and modeling applications to build new methods for validation and uncertainty quantification

Sensors

Develop robust sensor hardware and software systems that are reliable at high temperatures

Develop low-cost sensor systems for non-destructive evaluation of real-time energy productivity and materials properties

Engineer reliable and secure sensor systems with standards-based sensor-to-sensor and sensor-to-controller interfaces and high-frequency, high-speed, and high-capacity wireless communications

To achieve the CESMII Strategic Objectives for Enabling Technologies, the Institute must focus on the following R&D areas:

Process & Controls

Establish an approach for increasing and maintaining the flexibility of both fundamental and empirical methods in real-time control

Develop algorithms, data-driven self-diagnostic tools, and security methods to facilitate interoperability between models and controls

Data, Modeling, & Analytics

Develop selection taxonomy of algorithmic, modeling, and computational tools for specified objectives, modeling types, and data structures

Integrate methods for verification, validation, and uncertainty quantification that can facilitate use of data model combinations

Develop reusable, real-time data models (e.g., statistical, qualitative, multi-physics, machine-learning artificial intelligence) for a range of operational objectives (e.g., prediction, diagnosis, detection, analysis, exploration, and visualization)


Assess existing process control and analytics tools across

industries to increase automation and facilitate deployment and

reusability

Develop algorithms for model and control interoperability

Demonstrate predictive

analytics and controls

Design reference SM data models

Proc

ess &

Co

ntro

lsCr

oss-

Cutt

ing

R&D

& R

eusa

bilit

ySe

nsor

sDa

ta, M

odel

ing,

&

Anal

ytic

s Identify best practices and repetitive steps in data analytics for toolkits

Automate workflows for machine learning data preparation

Develop supervised and unsupervised learning methods

Demonstrate Smart

workers applying analytics

Establish engagement with industrial Internet of Things (IIoT) community

Assess need to leverage U.S. Department of Energy High Performance Computing for Manufacturing

(HPC4Mfg) technologies

Demonstrate scalable edge and cloud computing

Analyze existing data models and

standard data landscapes in

manufacturing

2017 2018

Develop cloud-to-cloud communication

Inventory shortcomings of

existing manufacturing

data models

Develop SM reference architecture and cross-enterprise interpreted/contextualized data

Develop data-driven self-diagnostic tools for monitoring and control

Define the elements of secure enterprise transactions and evaluate methods (e.g., block chain)

Influence development of industrial plug-and-play

Influence development of wireless communication for manufacturing; assess need for fiber in SM factories

Develop ability to securely connect data to the SM Platform Demonstrate SM Platform wireless plug-and-play

Develop affordable sensor systems with robust communication for demanding environments

Develop affordable sensing for energy management

Restart Technology Standing Committee and work with the Platform and Project Selection Committees to define a

process for vetting new technology

Gather and understand relevant standards

Define SM methodologies

Form a user support model for SM project leaders

Define process to select new technology for certification, working with Workforce

and Platform Standing Committees

Develop SM reference architecture and environment

Develop SM methodologies training

Define design method and requirements for reusability

Develop project communication and closure procedures to integrate new technology into the SM

Marketplace and new learning into SM

Develop internships and apprenticeships in SM technologies, and select 2018 SM interns

All items in the Enabling Technologies Near-Term Action Plan address technology needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.

Establish reference architecture and specifications for the SM Platform

Provide assets needed for enterprise data connection and contextualization

Establish solutions of both legacy and future operational technologies and information technologies (OT/IT) and address standards that are open and interoperable

Engineer secure framework for multi-vendor cyber-physical systems with interoperable hardware and software solutions

Establish a robust, accessible SM Marketplace of certified and composable applications, configurations, toolkits, data, and services for accelerated development and deployment

Lead the development of trusted technology, organization, and business cyber security practices that underpin SM


To achieve the CESMII Strategic Objectives for SM Platform Infrastructure, the Institute must focus on the following R&D areas:

Establish an open, evolutionary process of defining and building SM Platform function and service based on authentic use cases, test beds, and industry-driven agreement

Integrate reference architectures for SM Platform hardware and software components and applications, system configurations, and system infrastructure parameters to facilitate plug-and-play cyber-physical system use across companies and industries, as well as accommodate new technologies as they become available

Analyze requirements for integration of SM OT/IT with legacy system components

Establish workflow-based standards, architectures, and toolkits to ensure the interoperability of components from a variety of vendors and the scalability of SM cyber-physical systems in diverse operations and industries

Develop core data models, configurations, and methodologies to establish data security capabilities, data management protocols, and best practices for ensuring the secure exchange and consistent reporting of data across the manufacturing enterprise (on-premise, off-premise, edge, cloud)


Review the current state of the SM Platform and identify key start-up requirements

Com

pone

nts,

Arc

hite

ctur

e,

& C

yber

Sec

urity

SM Platform Infrastructure

Finalize SM Platform core components, architecture, and security (i.e., connectivity, workflow, and data)

Demonstrate SM Platform OT/IT core software functionality with example use cases

Support hosting of application projects and project-driven partner software applications

Develop a certification model for solution providers to the SM Marketplace

Mem

ber S

uppo

rt

Initiate and report out quarterly on data modeling activities and R&D

Develop workflow roadmap and pilot possible solutions

Form SM OT/IT system methodology and data modeling working group

Determine R&D vs off-the-shelf components needed for core Platform elements and Marketplace products

Coordinate with domain consultants (VP Solutions, RMCs) to demonstrate the value of the SM Platform

Develop data modeling roadmap and pilot possible options

Establish Marketplace with starter applications and domain examples for RMC/member training

Pilot Marketplace product certification

process

Demonstrate the power of the SM Platform to prospective members by developing case studies of past success

stories and potential benefits

Determine capability needs and showcase identified projects

Populate Marketplace with required showcase project software applications

Develop SM Platform user support model

Support system-of-systems security R&D(including Internet of Things [IoT]) activity

Update and disseminate SM Platform architecture document quarterly

Demonstrate SM Platform multi-cloud hosting capability

2017 2018

All items in the SM Platform Infrastructure Near-Term Action Plan address platform needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.

Achieve widespread understanding of SM practices, key SM technologies and methodologies, and SM Platform infrastructure

Advance the skills of business leaders, operators, technologists, and engineering staff through modern learning and development methods

Build a future workforce with new SM skill sets and expertise by integrating new curriculum areas into existing education programs

Establish an accessible network or knowledge base of SM resources and best practices to advance SM skill sets, understanding, and expertise

Build continuously evolving workforce programs that are paced with changing business, technology, and organization practices


Assess currently available resources

SM P

latf

orm

Tra

inin

gWorkforce Development

Tech

nolo

gy &

M

arke

tpla

ce

Trai

ning

Trai

ning

Del

iver

y

Assess the knowledge and skills that CESMII members need to facilitate

integration of SM technologies, including sensors, controls, and

modeling and analytics tools

Assess all gaps with current workforce expertise

Connect test bed development with training

Develop centralized SM training repository

Restart Outreach Standing

Committee

Appoint a national

training team across the

RMCs

Define requirements for worker certification

Develop generalized curricula for SM methodologies, including for sensors, controls, and modeling and analytics

tools to support test bed development

Hold training workshops in each

RMC

Assess and revise initial Platform training curricula for general consumption by CESMII members

Complete SM Platform curriculum development for initial training to

support showcase projects

Conduct initial training

at RMCs to support

showcase projects

Develop communication

about workforce and

automation

Conduct simple,

generalized membership

training

Work with Platform team to make training modifications in response to Platform development

Work with technology teams to make training modifications in response to technology

development, knowledge growth, and integration of new technology in the SM Marketplace

Establish train-the-trainer program via RMCs

Update training based on an assessment of SM training

requirements and availability of SM technologies

Assess training impact and gaps and make improvements

Launch segmented training

Establish training modules segmented by K-12, community colleges, universities, and the existing

workforce

Segment training

requirements across K-12, community

colleges, universities,

and the existing workforce

Establish network /

community of practice to

support the SM community

Develop internship and co-op programs, and select initial interns

2017 2018

All items in the Workforce Development Near-Term Action Plan address workforce needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.

Document needs for initial SM training for

RMCs

Documents

CESMII Roadmap: 2017 –2018 2 · Align Anticipated Impact with CESMII Goals – define how the project contributes to CESMII objectives and goals and identify how the project aligns