Conference PaperPDF Available

An approach for holistic model-based engineering of industrial plants

Authors:

Abstract and Figures

Systems Engineering has been proven to be an effective approach to cope with the increasing complexity of systems, consisting of mechanical, electrical, electronic and software components. However, as the systems getting more interdisciplinary and in particular more software-intensive, classical document based methods cannot efficiently master the growing complexity. In contrast, model-based approaches look promising in gaining the control over the complexity of systems and the development processes. For this, a formalized system model, integrated in the IT landscape, is indispensable. Thus a pragmatic approach has been developed, which enables a (semi-)automatic creation of formalized system models in SysML. Furthermore, an ontology has been developed to define the relationships and to enrich the system model with more semantic. The system model and the ontology will be then used to connect the domain models and artefacts along the development process. This ensures the required traceability and enables, inter alia, an automatic impact analysis, if any change arises. The federalized solution for the heterogeneous model landscape of industrial plants is applicable to other domains.
Content may be subject to copyright.
AN APPROACH FOR HOLISTIC MODEL-BASED
ENGINEERING OF INDUSTRIAL PLANTS
Hooshmand, Yousef; Adamenko, Dmytro; Kunnen, Steffen; Köhler, Peter
University of Duisburg-Essen, Germany
Abstract
Systems Engineering has been proven to be an effective approach to cope with the increasing complexity
of systems, consisting of mechanical, electrical, electronic and software components. However, as the
systems getting more interdisciplinary and in particular more software-intensive, classical document
based methods cannot efficiently master the growing complexity. In contrast, model-based approaches
look promising in gaining the control over the complexity of systems and the development processes.
For this, a formalized system model, integrated in the IT landscape, is indispensable. Thus a pragmatic
approach has been developed, which enables a (semi-)automatic creation of formalized system models
in SysML. Furthermore, an ontology has been developed to define the relationships and to enrich the
system model with more semantic. The system model and the ontology will be then used to connect the
domain models and artefacts along the development process. This ensures the required traceability and
enables, inter alia, an automatic impact analysis, if any change arises. The federalized solution for the
heterogeneous model landscape of industrial plants is applicable to other domains.
Keywords: Systems Engineering (SE), Integrated product development, Product modelling / models,
Ontologies, Model-based engineering
Contact:
Dr. Yousef Hooshmand
University of Duisburg-Essen
Institute for Product Engineering
Germany
yousef.hooshmand@uni-due.de
21ST INTERNATIONAL CONFERENCE ON ENGINEERING DESIGN, ICED17
21-25 AUGUST 2017, THE UNIVERSITY OF BRITISH COLUMBIA, VANCOUVER, CANADA
Please cite this paper as:
Surnames, Initials: Title of paper. In: Proceedings of the 21st International Conference on Engineering Design (ICED17),
Vol. 3: Product, Services and Systems Design, Vancouver, Canada, 21.-25.08.2017.
101
ICED17
1 INTRODUCTION
Growing diversity of customer requirements increases constantly the multidisciplinary nature of the
products and the product creation processes and thus increases the endogenous and the exogenous
complexity. This requires a closer cooperation among different disciplines and even organizations,
which consequently increases and complicates the communication and the coordination effort. In
addition, the products are increasingly evolving into software-intensive solutions with mechanical,
electrical and electronic components, which need to be considered as an integrated product or more
precisely as an integrated system. This is indeed the case for the manufacturers of both consumer goods
and (mainly) individualized industrial capital goods and industrial plants.
Systems Engineering (SE) approach has been emerged as an effective way to cope with the escalating
development complexity of systems as well as the arising changes. The origin of SE can be traced to the
1930s and even on its earliest application, SE has been useful by reducing the risk associated with new
systems or modifications to complex systems. SE has been defined, inter alia, as "an interdisciplinary
approach and means to enable the realization of successful systems. It focuses on defining customer
needs and required functionality early in the development cycle, documenting requirements, and then
proceeding with design synthesis and system validation while considering the complete problem" during
the entire system life cycle - from the early concept phase to the final system disposal. (INCOSE 2015)
The increasing complexity of interdisciplinary products and systems can, however, no longer be
mastered with classical document based SE methods. Model-centric approaches are, in contrast to
document-centric methods, capable of formal definition and description of systems, which are necessary
for enabling, inter alia, the systems thinking perspective and the automatic processing of
interrelationships among system elements as well as the impact assessment of changes. Hence, Model-
Based Systems Engineering (MBSE) approach gained growing attention during the last decade and is
going to be one of the main pillars of the next industrial revolution named "Industry 4.0".
In an elaborate model-based approach, a coherent use of information management is required to merge,
co-manage and semantically connect the evolving system architecture and the generated artefacts during
the entire system life cycle stages (Hooshmand et al. 2016). Planning and engineering of complex
systems like industrial plants is characterized with a heterogeneous landscape of software tools and data
formats, needed in different engineering disciplines, such as mechanical, electrical, software and civil
engineering (Abele and Grimm 2013). However, most software tools cannot communicate directly with
each other for the lack of interoperability. As a result, product data is often kept redundant in order to
be used in various applications (Kaufmann et al. 2015). The problem is also intensified by the fact that
the full extent of the created data and information in different software tools are usually available only
in proprietary formats, which are not fully readable or interpretable in other tools (Hooshmand et al.
2016).
This Paper proposes a holistic model-based approach in industrial plant engineering and construction.
It considers the SE processes along all system life cycle stages and integrates the generated models and
artefacts during these life cycle phases. A formalized system model of the industrial plant will be created
(semi-)automatically by extracting the information from models, which have been generated by domain
engineers. To increase the traceability of changes during the plant engineering, an ontology is developed,
which describes the relationships among different model classes, among system elements and finally
between model classes and system elements. This provides, furthermore, the basis for impact analysis
of changes. The proposed approach increases the traceability in the organization and enables a pragmatic
implementation of MBSE methods in plant engineering. It is, however, applicable to other sectors too.
2 MODEL-DRIVEN DEVELOPMENT OF SYSTEMS
2.1 Complex systems and complex development processes
Companies with individualized products, such as companies in the machinery and industrial plant
construction sector, are in the tension area between the complete individualization of the product
portfolio and the long-desired scale effects. Generally, it is attempted to meet different customer
requirements by creating and offering customer-specific variants, which serve as an important
distinguishing feature for improving the competitive position. This, however, drastically increases the
102
ICED17
variant diversity and the complexity of the product spectrum, which is associated with more efforts and
increases the costs in almost all areas of the company. (Hooshmand 2015)
The increased degree of individualization requires an earlier involvement of customers in the
development process (Hildebrand 1997). The earlier customer engagement increases consequently the
interaction with the customer and strengthens the customer integration, which enables the customer to
influence increasingly not only the to be developed products, but also the development processes of the
manufacturer (Gausmann 2009, Hildebrand 1997). The customer-oriented development of the
individualized products and systems presents new challenges due to the constant change of internal and
external conditions as well as customer requirements changes during the order processing. This leads to
a further increase in the complexity of the order processing and the development process, which, inter
alia, necessitate an increase of the flexibility within the company. (Hooshmand 2015)
The situation in industrial plant design and construction is even more intense, as not only different
engineering disciplines, but also different organizations with sometimes contradicting requirements are
working on the same project. The engineering and construction processes usually last a few years, which
makes a consistent change management more difficult. This includes the changes that often occur both
in engineering and construction phases, but are either (never) properly reported and documented or, if
reported, their impacts on the system as a whole have been never analysed.
2.2 Systems Engineering (SE)
The SE perspective is based on systems thinking, which puts the focus on the whole (system) and how
the parts within the whole (system elements) interrelate to each other and to the whole (system). For this
purpose, SE "integrates all disciplines and specially groups into a team effort forming a structured
development process that proceeds from concept to production to operation". The inclusion and the
contribution of exports across different disciplines helps to unveil the (hidden) interrelationships of the
system elements and thus to prevent or to minimize the undesirable consequences. (INCOSE 2015)
ISO/IEC/IEEE 15288 (2015) assorts thirty SE processes in four process groups. These are technical
processes, technical management processes, agreement processes and organizational project-enabling
processes. It also defines six generic life cycle stages, through which a system progresses "as the result
of actions, performed and managed by people in organizations, using processes for execution of these
actions". The generic life cycle stages are concept stage, development stage, production stage, utilization
stage, support stage and retirement stage. (ISO/IEC/IEEE 15288 2015)
Due to the growing complexity of systems and system development processes, classical document
centric methods cannot meet anymore the SE requirements of the industry and a paradigm change is
necessary. Kaufmann and Schuler (2016) define six impediments for an efficient application of SE in
the industry. These are informal science, non-transparent benefit, decoupled activities, domain-specific
cultures, restricted acceptance and unconnected artefacts (Kaufmann and Schuler 2016). A paradigm
shift from document-centric methods to data-driven model-centric approaches looks promising for
efficient application of SE and is indeed indispensable for effective coping with the constantly growing
complexity of systems and system development projects.
2.3 Model-Based Systems Engineering (MBSE)
INCOSE (2007) defines MBSE as "the formalized application of modeling to support system
requirements, design, analysis, verification and validation activities beginning in the conceptual design
phase and continuing throughout development and later life cycle phases. MBSE is part of a long-term
trend toward model-centric approaches adopted by other engineering disciplines, including
mechanical, electrical and software". The basic idea of MBSE is thus to formalize the system
description as well as to connect the relevant information - needed for the creation of various artefacts
during the system development - in a system model (Kaufmann and Schuler 2016).
Leveraging the system model as a primary artefact of the systems engineering process is a distinguishing
characteristic of the MBSE approach, which enables MBSE to offer the potential to:
enhance product quality,
enhance reuse of the system modelling artefacts,
improve communications among the systems development team,
reduce the time and cost to integrate and test the system,
reduce cost, schedule and risks in fielding a system (SEBoK 2016).
103
ICED17
Consequently, the transparency of development steps as well as the traceability of changes increases
and the handling of complexity improves (Kleiner and Husung 2016).
Methods, modelling languages and tools are three crucial enablers for MBSE. Estefan (2008) performed
in 2008 an extensive survey on six MBSE methods1, which have been practiced in different industry
projects (Estefan 2008). Since then, new methods have also been developed by various organizations
for their internal exertion of MBSE approach (Friedenthal, Moore and Steiner 2015). To advance the
MBSE practice in the industry, MBSE methods require still further improvements to "provide a rigorous
approach to modeling a system across the full system lifecycle, while being more adaptable to a diverse
range of application domains" (SEBoK 2016).
Furthermore, a standardized and formalized language like OMG Systems Modeling Language (OMG
SysML) is necessary for the formal definition of the system (Friedenthal, Moore and Steiner 2015).
OMG SysML is a graphical modelling language based on OMG UML (Alt 2012) and despite some just
critiques regarding its practicability and usability, it's going to be the main modelling language of the
MBSE approach. Beside the modelling language(s), which need to improve "in terms of their
expressiveness, precision and usability", advancing the MBSE practice requires also further
enhancement of tools "to support the modeling languages and methods, and to integrate with other
multi-disciplinary engineering models and tools in support of the broader model-based engineering
effort" (SEBoK 2016).
Although different MBSE methods2 follow different (partly organization-specific) SE approaches, most
of them support just a few technical processes like system requirements definition process, architecture
definition process, design definition process, and partly verification and validation processes. This
comprises only the processes in the early stages of the SE, more specifically in the concept stage and to
some extent in the development stage. It associates with the upper parts of the V model branches as
described in VDI 2206 (2004). To exploit the full potential of MBSE is, however, a model-based
approach necessary, which covers the SE processes in all life cycle stages and integrates or rather
connects all generated artefacts.
2.4 Model-Based Engineering (MBE)
NDIA (2011) describes Model-Based Engineering (MBE) as an integrated approach to engineering, in
which all created artefacts and models across all engineering disciplines during the entire system life
cycle are an integral part of the technical baseline. In contrast to MBSE, MBE requires and covers the
use of different types of models to address different aspects of a product or capability. The models can
have different characteristics and types as they are created in different modelling domains like systems
engineering (SysML models), hardware engineering (MCAD models), software engineering (UML
models), electrical engineering (ECAD models) etc. MBE requires the consistent integration of software
tools from different engineering disciplines. (NDIA 2011)
MBE tries thus to enable knowledge workers in different engineering disciplines to work with their
familiar domain tools, and at the same time tries to integrate and to connect their tools and the generated
models and artefacts. An integrated system model, ideally in a product lifecycle management (PLM)
system, needs to be used as a backbone. (Kaufmann et al. 2015)
Following the MBE approach, Pfenning and Roth (2016) propose a concept named Fully-integrated
Model-Based Engineering Environment (FIMBEE), which considers in addition the integration of IoT
Platforms and the transformation of system models (e.g. SysML models of the system) in an IoT
information model. The FIMBEE concept is described more at higher level and does not define exactly
how domain models will interact with each other and with the system model.
Pfenning (2017) proposes in his dissertation a detailed approach for integration of PLM and MBSE to
support engineering activities. In his approach, the desired system will be developed in three spaces:
requirements space, solution space and verification space. The solution space is furthermore divided in
three abstraction levels: functional level, logical level and physical level (see Figure 1).
1 Estefan (2008) uses in his survey the term methodology instead of method. A methodology is defined as a
collection of related processes, methods, and tools.
2 An introduction to various MBSE methods can be found in Estefan (2008) or also briefly in Allen et al. (2016).
104
ICED17
Figure 1. System model at different abstraction levels, adapted from (Pfenning 2017)
Solution elements (not interim artefacts) of the system model - modelled with SysML - will be managed
as configuration item (CI) in a PLM system to be placed under its version control. These CIs are the
main elements for a semi-automatic transformation of the system model from the solution space to the
verification (simulation) space. The presented approach supports a synchronized system development
and simulation based on the system model as a single source of truth. Considering the investigated
literature, next chapter proposes a concept for pragmatic realisation of the MBE approach, which, inter
alia, considers the interactions of different engineering disciplines with the system model.
3 HOLISTIC MODEL-BASED ENGINEERING IN AN INTEGRATED
LANDSCAPE
As described in previous section, MBE tries to integrate all models and artefacts, including both
discipline-specific models (MCAD, ECAD etc.) and interdisciplinary models, which are necessary for
the MBSE approach. Thus, in this section an approach for a Holistic Model-Based Engineering (HMBE)
is proposed. It considers all system life cycle stages and enables a pragmatic introduction and integration
of the MBSE approach in the organization. Furthermore, the federalized landscape empowers the
domain engineers to continue to work with their familiar tools, but at the same time to be supported by
the created system model. The necessary steps for HMBE are:
All models and artefacts, which may be created during a system development, will be first
classified. Additionally, an ontology will be developed to define the relationships among model
classes, among system elements and finally between model classes and system elements.
A MBSE approach will be outlined, which helps to (semi-)automatically create and enrich the
desired system model based on already generated discipline models. This includes the creation of
a SysML-based model library and the definition of configuration items for a reference structure.
Finally, the integrated landscape will be presented. It describes the federalized landscape and the
desired interoperability. Furthermore, the creation of the aforementioned reference structure in a
PLM system will be explained in this section.
This approach is developed based on diverse characteristics of industrial plant engineering and
construction, but is easily transferable and applicable in other industry sectors like aerospace or
automotive engineering.
3.1 Classification of artefacts and ontology-based definition of relationships
The classification of created artefacts along the SE as well as the definition of their relationships is a
primary task in an MBE approach. It helps, inter alia, to better understand the IT and model landscape
and to find easier the optimization potentials. As mentioned previously, a system will be fully described
and defined with both interdisciplinary models as well as discipline-specific models. Interdisciplinary
models have been classified almost as the four main diagram classes of SysML (Friedenthal, Moore and
Steiner 2015), however, they do not need to be written or created in SysML. Following Hooshmand et
al. (2016), the classification of discipline models reflects the main engineering disciplines. The SysML
diagram in Figure 2 shows the classification of all system artefacts. It shows, however, just a high-level
classification example. A finer classification (especially for discipline models) should be created rather
organization-specific.
105
ICED17
Figure 2. Classification of discipline models and interdisciplinary models
As illustrated in Figure 2, the informal model, comprising e.g. assembly documentations, is also
considered as a discipline model. The information content of each model can be provided as native or/
and neutral formats. Important system relevant information should also be provided as meta data to
increase their availability.
Next, the ontology of relationships among model classes, among system elements and between model
classes and system elements will be created. These ontologies will be mapped later into stereotypes in a
SysML profile to be used for the creation of the system model in SysML. Thereby, the created system
model can be transformed back easily into an OWL (Web Ontology Language) model for advanced
analysis of (hidden) interconnections and dependencies or also for performing Queries.
Three possible relationships among model classes are defined as
<<refine>>, <<trace>> and <<derive>>.
Discipline models usually <<refine>> interdisciplinary models. However, among discipline models or
among interdisciplinary models, it exists more often a <<trace>> or a <<derive>> relationship. For
example, MCAD models <<refine>> architecture models, but they <<trace>> ECAD models to follow
their changes etc. The definition of relationships among model classes is more or less organization- and
SE-specific.
The relationship between model classes and system elements are
<<watch>> and <<is.a.view.of>>.
A model, for example a MCAD model, <<is.a.view.of>> a system element, like a pump. On the other
side, each system element <<watch>>es various models. This is especially necessary for increasing the
traceability of model changes.
More importantly is the definition of relationships among system elements, which are, inter alia,
important for impact analysis of changes. Following Pimmler and Eppinger (1994), they are
<<has.spatial.interaction.with>>, <<has.energy.flow.with>>, <<has.information.flow.with>>,
<<has.material.flow.with>>, <<is.an.aggregation.of>> and <<is.a.composition.of>>.
Based on these ontologies, it will be possible to create a semantic and interpretable model of the system.
For example, the aforementioned system element, pump, <<has.material.flow.with>> a pressure vessel,
<<has.information.flow.with>> a control cabinet and <<has.energy.flow.with>> an electro motor. These
ontologies can also be defined finer based on organization needs. For example, material flow can be
rewritten in hydraulic flow, pneumatic flow, etc.
3.2 A MBSE approach for (semi-)automatic creation of the system model
Most MBSE methods consider only the first few technical SE processes (including business analysis,
requirements definition and architecture definition) and partly the final verification and validation
(V&V) processes. The result of MBSE methods is formalized system models, which should be ideally
used as a basis for succeeding SE processes. INCOSE OOSEM is one of the most referenced MBSE
methods in the industry, which uses SysML as the modelling language and combines traditional top-
down waterfall SE approaches with object-oriented techniques (Friedenthal, Moore and Steiner 2015).
106
ICED17
OOSEM divides the system architecture in three abstraction levels, namely functional, logical and
physical levels with decreasing abstraction. The same architectural levels have also been used in other
approaches like RFLP (Requirements engineering, Functional design, Logical design and Physical
design) approach, described by Kleiner and Kramer (2013).
The proposed MBSE approach in this paper is developed based on OOSEM. It comprises requirements
engineering as well as architecture development at functional level, logical level and physical level. The
system model will be created (semi-)automatically based on models and artefacts, created by domain
engineers. This approach has been named Systems Re-Engineering by Kaufmann and Schuler (2016).
As the SE process proceeds, the system model will be enriched and serves at the same time as the single
source of truth for subsequent SE activities.
Requirements engineering: The definition of stakeholder and system requirements as well as their
integration in the system model is indispensable for ensuring the traceability of requirements fulfilment
level and occurring requirements changes in subsequent development stages. In industrial plant
engineering, the requirements are often documented as textual and partly graphical specifications in one
or more pdf files. Even for small plants, they encompass a few thousand requirements, which need to
be identified, analysed and decomposed in single requirements with unique identifiers to make their
integration in the system model (stereotypes «requirements») possible. A well-developed approach for
automatic transformation from a document-centric requirements engineering to a model-centric one is
discussed in Götz and Donges (2016).
Architecture development: This step is the core of the MBSE approach and will be done at three
abstraction levels. Following Pearce and Friedenthal (2013),
Functional level comprises only functions. The functional structure is a solution-independent
representation of the system design.
Logical level comprises logical components, which represent technology- and implementation-
independent abstractions of physical components. The logical structure resembles the final system
design.
Physical level comprises tangible items. The physical structure defines a specific design
implementation. It can thus be used, for instance, for creation of model nodes in a 3D-CAD tool.
Considering the fact that different industrial plants use more often same system elements just in different
constellations and sequences, creating a model and variant library for system elements (stereotypes
«functional», «logical» and «physical») is a preliminary step, which enables a cross project usage of
elements. This is specially the case at functional and logical levels and to some extent at physical level.
Furthermore, the definition of relationship ontologies from functional elements to logical elements
(<<is.allocated.to>>) as well as from logical elements to physical elements (<<is.allocated.to>> or
<<is.a.generalization.of>>) can be done partly project- and plant-independent. This serves, inter alia, to
exploit synergy effects by formalizing the extensive knowledge scattered in different project teams and
disciplines and making them available for everyone in the organization.
Engineering of industrial plants, including also power plants, occurs in various iterations. Based on
stakeholder and system requirements, a procedural layout design - including e.g. functional, thermal and
process analysis - follows. First iterations produce both rough functional3 layouts (functional structures)
and process layouts comprising only technology- and implementation-independent components (logical
structures). The outcome of final iterations is fine specified process layouts (physical structures). The
results of the plant engineering process are documented mainly in Piping and instrumentation diagrams
(P&ID), created often based on various international standards. These P&IDs, created by domain
engineers, will be used to successively develop the system model in SysML at different levels. The
creation and enrichment of the system model in SysML is, however, not limited to P&IDs and other
models and artefacts will be used in further life cycle stages.
The P&IDs contain almost all needed information regarding system elements of the plant and the
relationships among those system elements. P&IDs, created by professional process engineering tools,
are machine-readable and their information can be read and transformed into SysML models. Thus, the
system architecture can be created (semi-)automatically and visualized in block definition diagrams
(bdd) and internal block definition diagrams (ibd). A manual task will be the allocation of the
3 Based on plant size, engineering process and utilized software, the functional structure may be an integral part
of the logical and physical structures and does not exist separately.
107
ICED17
requirements to the elements of the system architecture to ensure their traceability. Because of the
project- and plant-independent definition of relationships among elements at different levels, possible
plant designs and solutions can be analysed and compared even during the first design iterations by
using the functional and logical structures. The system model in SysML will be created based on the
beforehand created libraries (including components, ports and connectors) and the defined stereotypes
in the SysML profile, which comprise also the ontologies of the last section (see Figure 3). For this, a
database has been created based on SysML-notations to manage both the model and variant libraries as
well as the project-specific system models. System models will be created simultaneously in the
database and in the bidirectional integrated SysML modelling tool Cameo Systems Modeler.
Figure 3. Building blocks of the MBSE approach (implemented in a SysML-based database)
There exist professional tools for plant simulation as well as dynamic modelling and analysis.
Furthermore, most engineers are only familiar with their domain tools. Thus, SysML diagrams for
parametric or behaviour modelling are not considered in this paper, however, if needed, they can be
added (semi-)automatically based on the same procedure, described above. In this work, the stored
system model in the database will be used to create (or prepare) the needed simulation models. Thus,
the transformation of the system model requires a deeper integration of simulation tools.
3.3 An Integrated MBE
Creation of an integrated landscape is the final necessary step to achieve the desired Holistic Model-
Based Engineering. This will be realized in a federalized landscape with ideally a PLM system as a hub.
For MBE and MBSE integration, it's necessary to find a common structure or rather a reference
structure, which connects the created models and artefacts in different life cycle stages of SE to each
other and to the system model. Furthermore, to ensure the traceability of changes and connections, both
system models and created artefacts need to be under version control or rather configuration
management. A pragmatic solution is to use the configuration management capability of PLM systems
and extend their functionalities with required ones to make the long-desired integration of MBE and
MBSE possible.
The above-mentioned reference structure will be created based on the system model described in
previous section. Thus, the elements of the system model will be defined as configuration items (CI) in
the PLM system. Regarding the defined ontologies, each configuration item <<watch>>es various
models and artefacts and at the same time each model or artefact <<is.a.view.of>> one or more
configuration items. This ensures that the changes of all models and artefacts are documented and linked
to each other. Figure 4 shows exemplary the possible relationships between the configuration item pump
with its assigned artefacts and with the configuration item electric motor. Thus, not only the changes
stay traceable, but also the change impacts analysis will be possible. This can be done either by
transforming the information into OWL and using an OWL-based tool or by extending the functionality
of PLM systems to (OWL-)reasoning features.
Figure 4 shows a simplified version of model and artefact integration. Indeed, the proposed approach
integrates the models and not the files. For example, only the system model element pump (NOT the
file containing the entire SysML model of the system) is connected to the configuration item pump.
The IT landscape of any organization is full of authoring tools and data processing systems with various
databases, which makes a direct integration almost impossible. Thus, a federalized solution is required
to integrate different tools and information resources. Considering the OSLC (Open Services for
Lifecycle Collaboration) approach, it suffices to link the configuration items to the models and artefacts
108
ICED17
in their native environment or data source. For example, as most system modelling tools manage the
created system model in their own team-database, a further saving of the system model in PLM causes
a double data storage. Thus, the entire IT landscape needs to be analysed to decide where and how to
manage which data (including native-, neutral- and metadata).
Figure 4. Interactions of configuration items and artefacts (implemented in keytech PLM)
Plant engineers usually use P&IDs to create a work breakdown structure (WBS) as their reference
structure both for project management and for document management. As the proposed reference
structure, comprising the configuration items, is also created (indirectly) based on P&IDs, it gains easier
acceptance in the organization. The same structure can be used for all project management activities,
which reduces the mapping effort and increases the traceability. In addition, the federalized landscape
reduces the need for bidirectional tool integration, as the configuration items work as nodal points
between different tools and provide them with required information (usually metadata). This increases
the Interoperability of the entire IT landscape.
4 CONCLUSION
An approach has been proposed and prototypically implemented for Holistic Model-Based Engineering
(HMBE) in industrial plant engineering and construction. It provides a way for pragmatic MBSE
introduction into the organization by (semi-)automatic creation of system models based on SysML-
based model and variant libraries. The domain engineers can continue to work with their familiar tools
and have the continually evolving system model right at their fingertips as the single source of truth.
The defined ontology helps to increase the traceability during the system development and enables the
impact analysis of changes. Furthermore, the introduction of configuration items as nodal points in PLM
and the federalized model integration helps to increase the total interoperability of the IT landscape.
The created ontology in this paper needs to be extended to cover the tasks and resources required to
execute the tasks. Thus beside impact analysis, the cost estimation of new plant developments or
occurring changes will be possible. Especially, as the assigned artefacts to each configuration item are
usually project-independent, cost estimation of various scenarios can be done in early development
phases. Further modules, for example, for integrating Failure Mode and Effects Analysis (FMEA) are
necessary. The possibilities and needs for automatic extension of the system model with other SysML
diagrams need to be investigated in more detail. Finally, to increase the interoperability, both the OSLC
based tool integration as well as data formats of created models and artefacts need to be investigated to
ensure a lossless model transformation.
REFERENCES
Abele, L., Grimm, S. (2013) Knowledge-based Integration of Industrial Plant Models, IEEE Industrial
Electronics Society (IECON), Vienna, 10.-13. November 2013, IEEE, Piscataway, pp. 4392-4397.
http://dx.doi.org/10.1109/IECON.2013.6699842
109
ICED17
Allen, C., Di Maio, M., Kapos, G.-D. and Klusmann, N. (2016), MDDP: A pragmatic approach to managing
complex and complicated MBSE models, IEEE International Symposium on Systems Engineering (ISSE),
Edinburgh, 3.-5. October 2016, IEEE. http://dx.doi.org/10.1109/SysEng.2016.7753165
Alt, O. (2012), Modellbasierte Systementwicklung mit SysML, Carl Hanser Verlag, München.
https://doi.org/10.3139/9783446431270
Estefan, J.A. (2008), Survey of Model-Based Systems Engineering (MBSE) Methodologies, INCOSE. Available
at: www.omgsysml.org/MBSE_Methodology_Survey_RevB.pdf (Accessed December 06)
Friedenthal, S., Moore, A. and Steiner, R. (2015), A practical guide to SysML, The systems modeling language,
3th Edition, Morgan Kaufmann, Waltham. https://doi.org/10.1016/c2013-0-14457-1
Gausmann, O. (2009), Kundenindividuelle Wertschöpfungsnetze. Gestaltungsempfehlungen unter
Berücksichtigung einer auftragsorientierten Produktindividualisierung, Gabler Verlag, Wiesbaden.
https://doi.org/10.1007/978-3-8349-9917-7
Götz, A. and Donges, Ch. (2016), Automatisierter Übergang vom dokumenten- zum modell-zentrierten
Requirements Engineering als Ausgangsbasis für MBSE, Tag des Systems Engineering, Herzogenaurach,
25.-27. October 2016, Hanser Verlag, München, pp. 301-310. https://doi.org/10.3139/9783446451414
Hildebrand, V. G. (1997), Individualisierung als strategische Option der Marktbearbeitung. Determinanten und
Erfolgswirkungen kundenindividueller Marketingkonzepte, Deutscher Universitätsverlag, Wiesbaden.
https://doi.org/10.1007/978-3-663-01519-2
Hooshmand, Y. (2015), Transparenzerhöhung bei der Entwicklung von individualisierten Produkten in der
Einzelfertigung, Verlag Dr.Hut, München.
Hooshmand, Y., Höner, M., Danjou, S. and Köhler, P. (2016), Ein integriertes Gesamtsystemmodell für die
modellbasierte Entwicklung, DfX-Symposium, Hamburg, 5.-6. October 2016, Tutech Verlag, Hamburg,
pp. 243-254. http://dx.doi.org/10.15480/882.1322
INCOSE (2007), Systems Engineering Vision 2020, version 2.03, INCOSE. Available at:
http://oldsite.incose.org/ProductsPubs/pdf/SEVision2020_20071003_v2_03.pdf (accessed December 06)
INCOSE (2015), INCOSE Systems Engineering Handbook: A Guide for System Life Cycle Processes and
Activities, 4th Edition, John Wiley & Sons, Inc., Hoboken, New Jersey.
ISO/IEC/IEEE 15288 (2015), Systems and Software Engineering -- System Life Cycle Processes, International
Organisation for Standardization, Geneva.
Kaufmann, U. and Schuler, R. (2016), Systems Re-Engineering - ein Beitrag zur Integration von MBSE und
PLM, Tag des Systems Engineering, Herzogenaurach, 25.-27. October 2016, Hanser Verlag, München,
pp. 343-352. https://doi.org/10.3139/9783446451414
Kaufmann, U., Schuler, R., Adam, A., Binder, B., Bretz, L., DiMaio, M., von Dungern, O., Hooshmand, Y.,
Muggeo, Ch., Munker, F., Pfenning, M., Priglinger, S., Pribbernow, Ph., Scholl, A., Weilkiens, T. and
Woll, Robert (2015), 10 theses about MBSE and PLM - Challenges and Benefits of Model Based
Engineering (MBE), GfSE e.V., München. https://doi.org/10.13140/RG.2.2.23703.16806
Kleiner, S. and Husung, S. (2016), Model Based Systems Engineering: Prinzipen, Anwendung, Beispiele,
Erfahrung und Nutzen aus Praxissicht, Tag des Systems Engineering, Herzogenaurach, 25.-27. October
2016, Hanser Verlag, München, pp. 13-22. https://doi.org/10.3139/9783446451414
Kleiner, S. and Kramer Ch. (2013), Model Based Design with Systems Engineering Based on RFLP Using V6,
CIRP Design Conference, Bochum, 11.-13. March 2013, Springer, Berlin, pp. 93-102.
https://doi.org/10.1007/978-3-642-30817-8
NDIA (2011), Final Report of the Model Based Engineering (MBE) Subcommittee, NDIA Systems Engineering
Division M&S Committee.
Pearce, P. and Friedenthal, S. (2013), A Practical Approach For Modelling Submarine Subsystem Architecture
In SysML, Technology & Engineering Conference, Adelaide, 15-17 October 2013, Submarine Institute of
Australia Science, pp. 347-360.
Pfenning, M. and Roth, A. (2016), Systemmodellierung für das Internet der Dinge Transformation von
Systemmodell in IoT-Plattform im Kontext später Produktlebenszyklusphasen, Tag des Systems
Engineering, Herzogenaurach, 25.-27. October 2016, Hanser Verlag, München, pp. 355-364.
https://doi.org/10.3139/9783446451414
Pfenning, M. (2017), Durchgängiges Engineering durch die Integration von PLM und MBSE, Technische
Universität Kaiserslautern, Kaiserslautern (approved Dissertation).
Pimmler, T.U. and Eppinger, S.D. (1994), Integration analysis of product decompositions, ASME Design
Theory and Methodology Conference (DTM), September 1994, ASME, Minneapolis, pp. 343-351.
SEBoK (2016), Transitioning Systems Engineering to a Model-based Discipline, Systems Engineering Body of
Knowledge (SEBoK), Version 1.7. Available at:
www.sebokwiki.org/wiki/Transitioning_Systems_Engineering_to_a_Model-based_Discipline (accessed
December 06)
VDI 2206 (2004), Design methodology for mechatronic systems, Verein Deutscher Ingenieure, Düsseldorf.
110
... That creates the opportunity to implement the best suited database technology with each of the Microservices ( Polyglot Persistence). On the one hand this especially is beneficial where NoSQL databases are stronger than regular SQL 19 Changing the way a development organization is set up without changing the architecture of the software under development will cause a lot of friction. Why is that the case? ...
... Hooshmand et. al. proposes in [19] and [20] a landscape for the integration of PLM and MBSE and the semi-automatic creation of system models based on ontology-based model libraries. ...
Article
Full-text available
The rapid increase of complexity in modern products introduces numerous challenges for manufacturing companies around the globe. Model-Based Systems Engineering (MBSE) is seen as the best choice to handle this huge increase in complexity and as one cornerstone to realize the so called Digital Thread. In many industries MBSE constitutes an additional engineering discipline that needs to be established in organizations and that comes with sophisticated digital models which have not been used before. In fact, it also needs to be accompanied with the right set of tools, processes and methods – and with the right open, scalable and flexible IT-architecture to make it reality. On the one side MBSE needs mature Lifecycle and Configuration Management – on the other hand it must live within an open IT-environment satisfying the need to have the right set of engineering data always just a click away. This paper shows why legacy monolithic PLM tools cannot support the introduction of MBSE and are currently preventing the implementation of the Digital Thread vision. Instead, it postulates a modern cloud-native Web architecture based on Microservices and Linked Data that allows companies to introduce MBSE on the large scale and helps to avoid the establishment of just yet another silo. Only with Linked Data and a modern open Web architecture MBSE can unfold its full potential and is able to find its way into the daily work of engineers.
... Model-based systems engineering (MBSE) is well-known in gaining control over the complexity of systems and the development processes (Hooshmand et al., 2017). The basic idea of MBSE is to formalize the system description as well as to connect the relevant information -needed for the creation of various artifacts during the system development -in a system model (Kaufmann and Schuler, 2016). ...
... One of the core advantages of MBSE is transferring the document-based storage of data into a modelbased storage of data. In this way, the data can be accessed easier and the dependencies between data are more transparent (Hooshmand et al., 2017). Therefore, the transparency of development steps, as well as the traceability of changes increases and the handling of complexity, improves (Kleiner and Husung, 2016). ...
Article
Full-text available
Model-based systems engineering (MBSE) is well-known in gaining the control over the complexity of systems and the development processes, while agile is a project management methodology originally from software development that uses short development cycles to focus on continuous improvement in the development of a product or service. In this paper, we adopt the concept of agile into MBSE and then proposed the new approach - Munich Agile MBSE Concept (MAGIC). The highlights of the MAGIC approach can be concluded as 1) the requirements which have been defined in the first stage will be examined and traced at each following stages; 2) communication between every 2 stages always exists in order to have a close connection during each system development phase; 3) the idea of Industry 4.0 has been included and reflected to achieve automation and data exchange with manufacturing technologies; 4) the concept of IOT (Internet of Things) is also considered when it comes to the usage and service of the system to satisfy the customer's needs; 5) the whole spirit of agile is reflected as the iterative and incremental design and development
... The approaches [19,20] describes a uniform methodology for describing reference designs. By including requirements, a continuous modeling and traceability is shown, but dependencies within the model cannot be realized. ...
Preprint
Full-text available
Reference models in form of best practices are an essential element to ensured knowledge as design for reuse. Popular modeling approaches do not offer mechanisms to embed reference models in a supporting way, let alone a repository of it. Therefore, it is hardly possible to profit from this expertise. The problem is that the reference models are not described formally enough to be helpful in developing solutions. Consequently, the challenge is about the process, how a user can be supported in designing dedicated solutions assisted by reference models. In this paper, we present a generic approach for the formal description of reference models using semantic technologies and their application. Our modeling assistant allows the construction of solution models using different techniques based on reference building blocks. This environment enables the subsequent verification of the developed designs against the reference models for conformity. Therefore, our reference modeling assistant highlights the interdependency. The application of these techniques contributes to the formalization of requirements and finally to quality assurance in context of maturity model. It is possible to use multiple reference models in context of system of system designs. The approach is evaluated in industrial area and it can be integrated into different modeling landscapes.
... Also, our work is based on the industrial focus and needs. While lightweight MBSE is more scarce, holistic approaches exist for other domains [4,19,20,37]. These approaches are seeing increasing interest with the improvements to MBSE maturity, particularly tool integration and exchange of data. ...
... Model-Based Software Engineering (MBSE) is well known for managing complexity during system development processes [1]. MBSE for information-intensive systems could be considered an attempt to have a knowledge hub for the software development lifecycle. ...
Article
Full-text available
Model-Based Software Engineering (MBSE) is an architecture-based software development approach. Agile, on the other hand, is a light system development approach that originated in software development. To bring together the benefits of both approaches, this article proposes an integrated Agile MBSE approach that adopts a specific instance of the Agile approach (i.e., Scrum) in combination with a specific instance of an MBSE approach (i.e., Model-Based System Architecture Process—“MBSAP”) to create an Agile MBSE approach called the integrated Scrum Model-Based System Architecture Process (sMBSAP). The proposed approach was validated through a pilot study that developed a health technology system over one year, successfully producing the desired software product. This work focuses on determining whether the proposed sMBSAP approach can deliver the desired Product Increments with the support of an MBSE process. The interaction of the Product Development Team with the MBSE tool, the generation of the system model, and the delivery of the Product Increments were observed. The preliminary results showed that the proposed approach contributed to achieving the desired system development outcomes and, at the same time, generated complete system architecture artifacts that would not have been developed if Agile had been used alone. Therefore, the main contribution of this research lies in introducing a practical and operational method for merging Agile and MBSE. In parallel, the results suggest that sMBSAP is a middle ground that is more aligned with federal and state regulations, as it addresses the technical debt concerns. Future work will analyze the results of a quasi-experiment on this approach focused on measuring system development performance through common metrics.
... The PLM challenges from the process perspective have been the dominant topic in the literature. To overcome these challenges, various authors including Eigner (2021), Dickopf (2020), Pfenning (2017) and Hooshmand et al. (2017Hooshmand et al. ( , 2018 have proposed sophisticated approaches that cover either the entire product lifecycle or a specific aspect of it. The approach proposed by Pfenning et al. (2021), on the other hand, focuses on technological aspects of PLM space and addresses several problems arising from the monolithic nature of PLM tools. ...
Article
Full-text available
Product Lifecycle Management (PLM) is one of the most business-critical IT backbones of manufacturing companies. It often consists of numerous, rigidly interwoven monolithic applications and is seen as synonymous with costly maintenance, lack of extensibility, and poor scalability. This paper proposes an approach for transforming a monolithic PLM landscape into a federated Domain and Data Mesh. This enhances semantic interoperability and enables data-driven use cases by treating data as first-class citizens. User-centric PLM domains moreover help to increase productivity in the workplace.
... ct (Kaufmann, Schuler 2016, S. 343-352). Figure 2 describes an MBSE-based data structure. From the system requirements a system model is developed, which is the centre of the data structure. Using specific services, software systems or methods can be connected to the model in order to integrate different engineering processes to the system design. (Hooshmand et. al. 2017) For MBSE, a uniform, cross-domain system modelling language is necessary to visualize the systems architecture (Friedenthal, Moore, Steiner 2015). The System Modelling Language (SysML) is a graphical language based on the Unified Modelling Language (UML) and was developed for modeling technical systems of all kinds. This is the differen ...
Article
Full-text available
Demands on developers are increasing due to the growing complexity of products in engineering. As many different disciplines are involved in planning the communication and data exchange becomes difficult. Systems engineering and especially the model-based development have proven themselves for this sector. However, the different languages for system modeling, such as SysML, offer considerable potential for optimization. A corresponding data model must be modelled so that data is available continuously and across all levels. Based on this data model, various engineering processes like risk management can be integrated into this model. New stereotypes are defined within SysML so that errors and risks can be implemented in the system model. This makes it possible to determine influences and effects that risks and errors have on other components of a product across all structures.
... [CSV10] introduces a method to connect domain-specific tools through a higher-level SysML data model. [Ho17] introduces a method to integrate models in the plant engineering domain using the Anlagenreferenzstruktur. Sporer [Sp16] presents an approach to domain specific modeling of embedded automotive mechatronic systems that allows for linking requirements and specifications to the created models. However, so far no references on conceptual modelling method specifically for the domain of EVT design could be found. ...
Conference Paper
Full-text available
Electric cars boom. This puts pressure on providing and improving tools and systems for electric car development. Electric vehicle testbeds (EVTs) are such systems: they serve for testing all high voltage vehicle components like batteries, inverters or complete engines and help to reduce the need of cost intensive road tests. EVT users like manufacturers of automobiles, aircrafts or train engines mostly have individual requirements. EVTs are therefore typically tailor-made solutions. Today's approach to customized testbed (component) design starts with drawing the overall architecture using tools like MS Visio; based here-on, software developers, circuit plan designers, and engineers use their specific low-level design and development environments, obviously with no transformation or generation out of the initial drawing with causes all known challenges of such procedure. This paper presents a novel, innovative and scalable approach to EVT design based on an ontology grounded Domain Specific Modeling Language (DSML). It enables the user to describe the customer requirements in the familiar form. The resulting model can then be used to generate circuit diagrams and software configurations. Such approach not only may reduce development time and cost but may increase the quality of the resulting EVT.
Thesis
Full-text available
Applying “Internet Thinking“ to the industrial space and the requirement of global markets for more and more individualized products create enormous challenges for virtual product development. The methods, processes and tools that are in use today are not able to meet those challenges. Those challenges can be summarized by the term “rising product and process complexity“. This rise in complexity is caused by higher demand for customer-individualized products (what needs to be met by a mature variant management) and the interlinking of smart products and components acting jointly in a common system context to enable new business models. To master these challenges modern cyber-physcial systems (CPS) must be developed as systems rather than physical products. That means, there needs to be a holistic specification of the system under development which is not a specification document in human language but a computer-interpretable digital model. This can be done by using a system model, but in addition there must be a way to link these system models to discipline-specific models (such as MCAD and ECAD) and 1D-simulation models capable of supporting early-phase verification. Semantic web technologies can assist here, however they must be enhanced by capabilities for their central management to ensure configuration control. Also there is the requirement for “Consistent Engineering“ brought to the discussion by the German “Industrie 4.0“ platform that needs to be satisfied by higher interoperability between a huge number of tools. In this dissertation this is achieved primarily by the establishment of traceability and by the adaption of the Model-Driven Architecture (MDA) to virtual product and systems development. Besides that – following the core spirit of Systems Engineering – there is the need to introduce a interdisciplinary macro-procedure model that harmonizes the different development methodologies used in each engineering domain. It is used to place the different types of artifacts created in each engineering domain in a schema of abstraction layers. Finally a so called Central Link Repository (CLR) is proposed which can be seen as a compromise between the loose linking of artifacts across tool boundaries and the classical but inflexibel snychronising of data between authoring systems and the PLM-backbone.
Conference Paper
Full-text available
To cope with the increasing complexity of software-intensive systems consisting of mechanical, electrical and electronic components, an information model for model-based engineering (MBE) has been developed. The system models and structures as well as data models are classified and semantically linked. This ensures the indispensable traceability along the development process and provides the basis for a pragmatic realization of the integrated system model in existing product lifecycle management (PLM) systems. The approach is developed based on requirements and characteristics in machinery and plant design. It is however transferable to other industrial sectors such as Automotive or Aerospace Engineering. It also takes into account the existing peculiarities of federalized IT landscapes.
Technical Report
Full-text available
The complexity of innovative products is increasing through interaction and interdependency induced by mega-trends such as the " Internet of Things " , " Smart Manufacturing " and " Industrie 4.0 ". Multiple engineering disciplines must be well coordinated to cope with the challenge; both organization and technology are affected. In this context, our goal is to establish a solid foundation for a lifecycle spanning development and manufacturing process, called Model-Based Engineering (MBE). Specifically the information management in the product conception phase, including the interoperability of the supporting IT infrastructure, are of prime importance for the whole product lifecycle. This paper elaborates 10 theses about the necessity to integrate the currently isolated Product Lifecycle Management (PLM) and Model-Based Systems Engineering (MBSE) methods. Model-Based Engineering (MBE) is seen as the resulting concept of combining lifecycle spanning management of product data (PLM) and formal description of systems (MBSE).
Conference Paper
This paper describes a methodology for the analysis of product design decompositions. The technique is useful for developing an understanding of the “system engineering” needs which arise because of complex interactions between components of a design. This information can be used to define the product architecture and to organize the development teams. The method involves three steps: 1) decomposition of the system into elements, 2) documentation of the interactions between the elements, and 3) clustering the elements into architectural and team chunks. By using this approach, development teams can better understand the complex interactions within the system, thus simplifying the development process for large and complex projects.
Book
Wurde in der Vergangenheit die Verbesserung unternehmensinterner Faktoren zur Leistungserstellung fokussiert, rückt heute die Betrachtung der unternehmensübergreifenden Gestaltung ganzer Wertschöpfungsnetze in den Vordergrund. Deren Leistungsfähigkeit stellt dabei einen zunehmend wichtigen Faktor für den Markterfolg vieler Unternehmen dar. Das Wissen um die richtigen Gestaltungsmerkmale dieser Netzwerke gewinnt entsprechend stark an Bedeutung. Oliver Gausmann identifiziert relevante Gestaltungsmerkmale von Wertschöpfungsnetzstrukturen, insbesondere im Zuge einer stetig zunehmenden Leistungsindividualisierung. Der Autor entwickelt einen Gestaltungsansatz und geht ausführlich auf die untersuchten Merkmale sowie ihre Interdependenzen ein. Die Darstellung eines geeigneten numerischen Bewertungsansatzes sowie die Vorstellung eines Softwareprototyps unterstützen abschließend den Transfer der Erkenntnisse in die Unternehmenspraxis.
Conference Paper
A central promise of Model-Based Systems Engineering (MBSE) is to provide engineers and other members of the development team with the right tools to manage all lifecycle information. The key to deliver this promise is a pragmatic, concise, consistent, intuitive and traceable methodology to apply Systems Engineering (SE) without introducing new overheads, steep learning curves or the need to buy expensive software. However, the practical use of MBSE is currently impeded by a universal lack of experience, best-practice and integration across development phases and cycles. As problems are diverse and solutions can vary widely, no unambiguous, tried-and-tested body of best practices has been established yet. SysML is rapidly becoming the universal language of choice, but its definition and tool support are changing frequently and there is still room for improvement of its implementation over the whole process chain. One practical implementation of MBSE is the Model-Driven Development Process (MDDP). The process has been devised to develop large and complex systems with a particular focus on supporting the concept phase. These systems are often part of research projects with low technical readiness levels and a wide mix of domain experts collaborating across multiple sites. The main objective of the MDDP is to provide a common engineering framework and a correct semantic model at the same time. The model comprises all Engineering Items (EI), related information objects and artefacts over the whole system life-cycle. This paper illustrates the MDDP using a real-world example of developing a steam-engine. The case study is deliberately kept simple to help concentrating on the process and its modelling steps.
Conference Paper
The planning and engineering of industrial plants is characterized by a heterogeneous landscape of tools and data formats covering multiple engineering aspects, such as electrical engineering, mechanical engineering, software engineering, etc. To provide plant engineers in different roles with an integrated view on engineering data, we propose a conceptual modelling approach based on MOF layering for representing plant knowledge across multiple disciplins. Furthermore, we suggest to instantiate this conceptual modelling approach on a semantic technology stack featuring semantic data representation based on RDF and web-based plant navigation in a semantic Wiki.