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© 2014 How MBSE is used in Rail INCOSE International Workshop 25-28 Jan 2014 Dr. Mike Brownsword Atkins

INCOSE International Workshop 25-28 Jan 2014 How MBSE is used in Rail © 2014 INCOSE International Workshop 25-28 Jan 2014 Dr. Mike Brownsword Atkins

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© 2014

How MBSE is used in Rail INCOSE International Workshop

25-28 Jan 2014

Dr. Mike Brownsword Atkins

© 2014

Overview

2

•Introduction

• Company overview

•Using MBSE

• Process definition

• Requirements

• Architecture

• V&V/assurance

•Delivering MBSE

© 2014

Introduction

3

Model-based Systems Engineer - Rail

•London Underground,

•Network Rail,

•HSL Zuid,

•MARTA.

Atkins Consultant

•Requirements, Architecture, Information, Architecture Frameworks, Process definition.

© 2014

© Atkins 2014

Company overview

© 2014

At a glance

Atkins is one of the world’s leading design, engineering and project management consultancies.

We have the depth and breadth of expertise to respond to the most technically challenging and time-critical infrastructure projects and the urgent transition to a low carbon economy.

In 2013 Atkins is celebrated 75 years in business.

5

© 2014

Our clients

6

Revenue by client type

Public sector: local government 28%

Public sector: national government 21%

Regulated 16%

Private sector 35%

Key Transport clients include:

Network Rail

Texas Dept of Transportation

UK Highways Agency

Florida Department of

Transportation

Transport for London

Trafikverket

BAM Group (UK)

Banedanmark (RailDenmark)

New York City Transit

MTR Corporation Ltd

Etihad Rail Company PJSC

Jernbaneverket (Rail Norway)

Ministry of Municipality & Urban

Planning (MMUP) Qatar

Crossrail

MARTA

Crossrail United Kingdom

Detailed design of twin bored tunnels,

and design and specification Tottenham Court Road and

Custom House stations and Plumstead depot

Image courtesy of Crossrail

Birmingham New Street Station United Kingdom

Image courtesy of Network Rail

Lead consultant,

design management and

urban planning

European Rail Traffic Management System Denmark

Client advisor for the design,

implementation and testing of

ERTMS on the entire Danish rail

network (3200km)

© 2014

© Atkins 2014

Using MBSE Process Modelling

© 2014

Process definition

11

Aim

● Identify the right process

● Understand the information and activities to be delivered

● Ensure consistency between activities and information

● Focus on Activities not documents

Approach

● Take multiple views of a process

● Combine/contrast views to provide consistency.

● Be pragmatic regarding rigour and maturity of information.

● Expect repetition of processes, not one shot.

© 2014

Process definition

12

act Requirements Dev elopment

Perform analysis

(Requirements Development::)

ActivityInitial

ActivityFinal

Analysis completed

to defined purpose?

Approval gained

from all reviewers?

Requirements

reports

Requirements

specifications

Requirements Engineer

Ensure traceability

relationships are established

and v erifiable(Requirements Development::)

Formalise requirements,

ADCs, relationships and SAs

(Requirements Development::)

Prepare for the rev iew of

requirements, ADCs,

relationships and SAs(Requirements Development::)

Define purpose of this

dev elopment

(Requirements Development::)

Requirements Approv er

Rev iew the requirements,

ADCs, relationships and SAs

(Requirements Development::)

Approv e requirements, ADCs,

relationships and SAs

(Requirements Development::)

Requirements Manager

[Yes]

[No]

[No]

[Yes]

class Process Content View

Process

Requirements Planning Requirements Elicitation Requirements Dev elopment

class Information View - Requirements Elicitation

Requirements

Management Plan

Standards Project

Documentation

Checklists and aides

for elicitation

Source

Documentation

Requirements

Elicitation

Stakeholders

Requirements

Scenario

Context

Assumptions,

Dependencies and

Cav eats

Requirements Management

Processes, Guidance and

Examples Document

Requirements

Elicitation Output

Elicitation Record

Trace

Prev ious project

documentation

Repository

are a source of

Stores and enables management of

documents

guides elicitation of

defines methodology for eliciting

aids

is source of

constrains

aids elicitation of

Process List

Process Flow Process Information

© 2014

Process definition

13

Benefits

•Cross domain application

•Enables balance between generic process and specific technique.

•Relevant to people with differing levels of expertise.

•Consistent activities and information

© 2014

© Atkins 2014

Using MBSE Requirements Modelling

© 2014

Requirements Analysis

15

Aim

● Ensure requirements have a home

● Understand the essence of the requirements

● To support the development of the whole set of requirements – not just individual statements.

● Understand the problem and whether it is being solved.

● Differentiate between different types of requirement (Stakeholder vs System)

Approach

● Provide relationships between requirements within a set

● Clearly separate requirements into contexts

© 2014

Where to start?

16

Administer the

Serv ice Plan

Receiv e

Modify

RetainMigrate between

Ability for RCO

to Interv ene

Continue serv ice

plan deliv ery

Amend

Long term

Passenger

Demand

Deliv er Serv ice

Plan

CurrentDeploy

Planned

Maintenance

P4

Deliv er the

Serv ice

Identify

cause/nature

Determine

duration

Determine

impact

Identify best

possible serv ice

P1+P2

Auto

Recov ery and

maintain Serv ice

Plan

P2

Auto/manual

Recov er Current

Serv ice Plan

Ability for RCO

to Interv ene

Modes of

operation

Direct RemoteUnattended

Passenger

Allow

communication

Prov ide info on

Serv ice Deliv ery

Prov ision of

routine

information

Changes in

serv ice

Automated

action

Understand

asset condition

External

Internal

Transport Planning

Schedule

Simulate

Railway States

P1

P2

P3

P4

Understand State

of Line

uc 5.1 Functionality

Administer the

Serv ice Plan

Operate 24/7

Receiv e

Modify

Retain

Migrate between

P3

Continue serv ice

plan deliv ery

Amend

Passenger

Demand

Deliv er Serv ice

Plan

Current

Deploy

Routine

Maintenance

P4

Operate the

Railway Serv ice

Identify

cause/nature

Determine

duration

Determine

impact

Identify best

possible serv ice

P1+P2

Recov ery and

maintain Serv ice

Plan

P2

Recov er Activ e

Serv ice Plan

RCO Interv ene

Modes of

operation

ManuallyRemotely

Automatically

Operate the

Station

Passenger (Happy

on the inside)

Regulate flow of

Passengers

Manage

Security

Collect fares

Physical trav el

pass

Automated

Allow

communication

Activ ely prov ide

information

Routine

Changes in

serv ice

Operate

maintenance

Minimum

track-side

assets

Plan

maintenance

Up to date

Accurate

Control

maintenance

Recov er after

fault (Fault

correction)

Av ailability

Status

Condition

Usage

Run-time

between giv en

points

Location

Monitor asset

characteristics

Continuously

reflect

av ailability

Continuously

reflect capacityChange in

planned

av ailability

Continuously

Monitor

Monitor loading

Monitor

behav iour

Monitor

env ironmental

conditions

Monitor security

Alarm and ev ent

logging??

Process data

Create

Trend

Absolute

Make

information

av ailable

Automated

action

Inform

DTR

Loading exceeds

pre-defined limits

Train

Station

Env ironmental

conditions exceed

pre-defined limits

Unusual/suspicious

behav iour identified

Alarm

Alert

Understand

asset condition

External

Internal

Transport Planning

Schedule

Simulate

Prov ide

Maintenance

Locations

Access to

mantainable

Asset

Capability

Capacity

Public Highway

Railway States

P1

P2

P3

P4

Understand State

of Railway

Asset

Characteristics

Ops Serv ice

Deliv ery

«constrain»

«include»

«constrain»

«constrain»

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«constrain»

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«constrain»

«constrain»

«constrain»

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«constrain»

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«include»«constrain»

«Constrain»

«constrain»

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«Constrains»

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«constrain»

«include»

«include»«include»«include»

«constrain»

«include»

Old Reqs - Pre SDR 1.3

Link to 5.11

Maintenance

Link to 5.11

Maintenance>

Minimum Ops

disruption

P3

Need to clarify

diff between

current and active

with RH

Emergency

comms

Staff outside of

DTP, Alien Railway

Statically

prov ide

Location of People

Links to schedules

and planing

service

Emergency

Serv ices

Informs future service

plan and scheduling of

future service plans

Service plans have an

element of recovery

built into them links to

performance

Predict Serv ice

leav ing P1 (and

inform)

Prev ent/Mitigate the

effects of anything

other than P1

Link to amend

service plan in

short term

Both condition

based

maintenance and

re-active

maintenance

Duty staff

Link to

org

Link to

reactive

maintenance

Dynamically

prov ide

Effect states

differently

change in planned

availabil ity may

not constrain

mode of operation Link to 5.11 Maintenance>

asset availabil ity

Note CGL is this the

"current" service plan?

If so, remove "Current"

use case.

Receiv e

feedback

«constrain»

«include»

«constrain»

«include»

«Constrain»

«include»

«include»

«include»

«include»«include»

«include»

«include»

«constrain»

«constrain»

«constrain»

«include»

«Constrain»

«include»

«include»

«include»

«Constrain»

«include»

«constrain»

«Constrain»

«include»

«include»

«constrain»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«constrain»

«include»

«include»

«constrain»

«constrain»

«include»

«include»

«constrain»

«Constrain»

«constrain»

«Constrain»

«include»

«include»

«include»

«include»

«constrain»

Identifying Complexity

© 2014

The Tail of the Brontosaurus

17

© 2014

Comparing contexts

18

SystemsEngineer

«Stakeholder»

Audience

«Stakeholder»

Film-maker

«Stakeholder»

Safety Officer

«Stakeholder»Marketing

«Stakeholder»

Escapologist

«Stakeholder»

Assistant

«Stakeholder»

AnalyseContext

AnalyseSystem

Ensure Safetyof Equipment

Ensure Safety

PromoteSysML

PromoteServices

Create leads

Promote tools

Be interesting

Set-up

Get-out

Don't Die

Make PeopleSweat

Look Great

Escape

DemonstrateUsefulness of

Modelling

Show SystemsApproach

DemonstrateUsefulness of

Modelling

EngineerSystem

Ensure Safetyof People«include»«include»

«include»

«include»

«include»

«include»

«include»«include»

«include»«include»

«extend»«extend»

«extend»

«extend»

«constrain»

«constrain»...

«constrain»«constrain»

Safety Officer's Requirements Context

Marketing Requirements Context Escaplologist's Requirements Context

Systems Engineer's Requirements Context

© 2014

The Tail of the Brontosaurus

19

operate the railway

serv ice

comply with

standards

Standards

Regulation

LegislationManadatory

standards

Deliv er the serv ice

Admin Serv ice

Plan

Deliv er Current

Serv ice Plan

Recov er

Serv ice Plan

State of

Serv ice

ability for 24/7

Maintain Asset

Manage

Information Monitor Data

Process Data

Feedback

Information

Understnad

State of the

Line

Allow

Communication

Plan

Maintenance

Manage

Maintenance

Locations Control Assets

Asset

Maintenance

Regime

Minimum

Operations

Disruption

AAccess Assets

Policy

«include»

«include»

«include»

«include»

«constrain»

«constrain»

«include»

«constrain»

«include»«include»«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»

«include»«include»

«include»

«include»

«include»

Non- Functional

Requirement

Functional

Requirement

Constraint

relationship

© 2014

Requirements Analysis

20

Benefits

● Enables well structured requirement sets to be developed

● Enables visualisation of requirements including relationships between functional and non-functional.

● Model-based view validates text

● Improves communication and engagement with stakeholders

● Enables conflict resolution

● Enables levelling of requirements

© 2014

© Atkins 2014

Using MBSE Architecture Modelling

© 2014

Architecture

22

Aim

● Facilitate development of and capture design information

● To answer specific stakeholder questions/issues/concerns, i.e. How do we migrate?

● Deliver facts aligned with fuzzy pictures

● Ensure it isn’t ‘just‘ another railway

● Understand boundaries and interfaces

● Ensure structure and function are consistent

Approach

● Deliver information in the best way for the stakeholder to understand.

● Provide multiple representations of information where appropriate.

● Ensure consistency between information.

© 2014

Many Views make lite work

23

Alien Railway

Group Serv ices

Comms Network

Utility

External

Gov ernance

Station

Infrastructure

(Fabric)

TenantsEmergency

Serv ices

Passenger

General public

(non passenger)

Local Conditions

Neighbour

Alien Ops

Alien Maintenance

Alien Asset

Org Internal

Gov ernanceRailway Line

Infrastructure

Command and control

Rolling Stock

Platform Edge

equipment

Station Equipment

Train

Depot

Civ il Infrastructure

Comms Infrastructure

Control System

Infrastructure

Cooling

Power Distribution

Track

«Interface»

Control - Train

resides in

communicates via

communicates via

heats

communicates viadefines kinematic envelope of

maybe in

controls

maybe in

communicates via

powers

monitors, runs on

operate the railway

serv ice

prov ide performanceOrganisation

Performance

Asset

Maintenance

Asset

Reliability

Function

Av ailabilityAsset

Av ailability Serv ice Target

comply with

standards

Standards

RegulationLegislation

Manadatory

standards

Deliv er the serv ice

Admin Serv ice

Plan

Deliv er Current

Serv ice Plan

Recov er

Serv ice Plan

operate/access

station

Operate Asset

State of

Serv ice

ability for 24/7

Maintain Asset

Manage

Information

Monitor Data

Process Data

Feedback

Information

Understnad

State of the

Line

Allow

Communication

Plan

Reactiv e

Planned Maintenance

LocationsControl of

Assets

Understand

Asset

Asset

Maintenance

Regime

Minimum

Operations

Disruption

AAccess Assets

Env ironmental

Performance

Serv ice

Targets

Capacity

Targets

Policy

«include»

«include»

«constrain»

«include»

«include» «include»«include»

«include»

«include»

«include»

«include»

«include»

«constrain»

«constrain»

«constrain»

«include»

«include»

«include»

«include»

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«include»

«include»

«include»«include»«include»

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«include»

«constrain»

«include»

«include»

«include»

«include»

«include»

par

[Instruct]

[Maintain Safety]

[Adhesion]

Control SystemTrainLocal Conditions Track

alt

Determine Train Movement Required()

move(effort, direction)

move(traction)

Brake(Brake)

Determines Instruction has been executed()

Determine Movement is safe()

calculate slip/slide()

calculate Adhesion(WSP)

Adhesion()

Adhesion()

System Context

Requirements

Interaction

Interfaces

Traceability

© 2014

Architecture

24

Benefits

● Enables confidence in design

● Facilitates focused technical discussion.

● Enables re-use of information

● Provides consistency

● Supports demonstration of performance

© 2014

© Atkins 2014

Using MBSE V&V/Assurance

© 2014

V&V/Assurance

26

Aims

•Ensure all requirements are met

•Reduce manual application of traceability

•Increase consistency

Approach

•Provide rich traceability

•Integrate Requirements and Architecture

© 2014

Tracing distributed systems

27

Requirement

Minimise environmental

impacttype a)

Requirement

W10 structure gaugetype b)

Requirement

No impact piling near

Mr X’s housetype c)

Physical

OLE Production Unit GW/00Physical

OLE Production Unit GW/01

Physical

OLE Structure

GW/00/01

Physical

OLE Structure

GW/00/02

Physical

OLE Structure

GW/01/01

Each of these

links must be

independently

verified for full

technical

assurance

traces to

traces to

traces to

© 2014

Multi-level applicability of requirements

28

Requirement

Type a) requirement

All elementstraces to

Physical

T00 Generic design

element

Physical

T03 OLE Structure

Physical

GW/00/01 structure

is a

is a

Requirement

Type b) requirement

All elements of type

Requirement

Type c) requirement

location specific

traces to

traces to

© 2014

Inferred applicability

29

Physical

T03 OLE Structure

Physical

GW/00/01 structure

is a

Requirement

Type b) requirement

All elements of typetraces to

Inferred trace

Inference:

If ‘Signal Head’ traces to ‘Requirement 1’

and ‘colour light signal’ is a type of ‘Signal Head’

then a ‘colour light signal traces’ to ‘Requirement 1’

© 2014

V&V/Assurance

30

Benefit

•Integrates Architecture and Requirements

•Enables re-use and normalisation information

•Provides consistency of traceability and approach

•Delivery of information to conform with stakeholder need

© 2014

© Atkins 2014

Delivering MBSE Information Modelling

© 2014

Information Modelling

32

Aim

● Understand the information required

● Understand the relationship between the information

● Understand how it all fits together

● Enable successful delivery to stakeholders.

Approach

● Organise information for the business

● Use the businesses terminology

© 2014

© Atkins 2014

Discipline View Set

Technical View

Asset Breakdown

View

Agent

Asset

Functional View

Functional Needs View

Functional View

Asset functionality

View

Technical View

Asset Migration

View

Technical View

Physical ViewInterface View

Shows relationships

betweenshows layout of

defines need for

defines functions of

considers transition to

considers transition to

What are the Views

The Context of a set of information

Defines the

hierarchy of

the elements.

Defines the relationships

between the elements as

pictures, tables and

matrices

Defines the requirements

of the element.

Shows what the element

does and the information

flow between elements.

33

© 2014

© Atkins 2014

What is the Information

Asset Functiontechnical

requirement

Interface

is performed by

relates to

defines need for

communicates

information to

The problem

the asset has

to solve

The element

in the system

The things the

element does

The way the

information is passed

34

Requirement

traceability

Requirement

Satisfaction

Functional

decomposition

Functional

allocation

Asset

decomposition Asset

Interaction

© 2014

Information Modelling

35

Benefit

● Enables consistent information definition

● Enables Impact analysis

● Assessment of information maturity

● Enables consistency of approach

● Brings together process, Architecture, Requirements and Assurance