Complex Systems Design - College of...

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1 Irem Y. Tumer [email protected] Complex Systems Design Research Overview Irem Y. Tumer Associate Professor Complex System Design Laboratory Department of Mechanical Engineering Oregon State University [email protected]

Transcript of Complex Systems Design - College of...

Page 1: Complex Systems Design - College of Engineeringweb.engr.oregonstate.edu/~tumeri/CSDResearch-overview-itumer.pdf · ¥Enabling system-level design & analysis ... Ð Model-based design:

1Irem Y. Tumer

[email protected]

Complex Systems DesignResearch Overview

Irem Y. Tumer

Associate Professor

Complex System Design Laboratory

Department of Mechanical Engineering

Oregon State University

[email protected]

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Challenge of Designing Aerospace Systems

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Complex Aerospace SystemsUnique Design Environment

• High-risk, high-cost, low-volume missions withsignificant societal and scientific impacts

• Rigid design constraints

• Extremely tight feasible design space

• Highly risk-driven systems where risk anduncertainty cannot always be captured or understood

• Highly complex systems where subsysteminteractions and system-level impact cannot alwaysbe modeled

• Highly software intensive systems

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Motivation and Research Needs

• Introducing failure & risk in early design– Analysis of potential failures and associated risks must be done

at this earliest stage to develop robust integrated systems

• Systematic, standardized & robust treatment of failures and risks

• Enabling trade studies during early design– Early stage design provides the greatest opportunities to explore

design alternatives and perform trade studies

• Reduce the number of design iterations and test & fix cycles

• Reduce cost, improve safety, improve reliability

• Enabling system-level design & analysis– Subsystems must be designed as a critical part of the overall

system architecture, and not individually or as an afterthought

• Increase ROBUSTNESS of final integrated architecture

– Include all aspects of design trade space and all stakeholders

– Design and optimize as a system

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Main Research Thrusts in CoDesign Lab:– Model-based design: Analysis and simulation tools and metrics to evaluate

designs, and to capture and analyze interactions and failures in the early conceptualdesign stages

– Risk-based design: Formal process of quantifying risk and trading risk along withcost and performance during early design, moving away from reliance on expertelicitation

– System-level design: Multidisciplinary approach to define customer needs andfunctionality early in the development cycle to proceed with design synthesis andsystem validation for the entire system

Related Fields:– Reliability engineering

– Safety engineering

– Software engineering

– Systems engineering

– Simulation based design

– Control systems design

Complex Systems DesignRelated Fields of Research

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Complex System DesignFormal Methods Research

• Design Theory & Methodology Research (early design):

– Modeling techniques:

• Function-based modeling

• Bond graph modeling

– Mathematical techniques:

• Uncertainty modeling, decision theory, risk modeling, optimization,control theory, robust design methods, etc.

– Systematic methodologies:

• Design for X (mitigation, maintainability, failure prevention, etc.),

• System engineering methods

• Axiomatic design, etc.

• Risk and Reliability Based Design Methods (later design stages):– PRA, FTA, FMEA/FMECA, reliability block diagrams, event sequence

diagrams, safety factors, knowledge-based methods, expert elicitation

• Design for Testability Methods (middle stages):– TEAMS, Xpress

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Driving ApplicationIntegrated Systems Health Management (ISHM)

Design of HealthManagement Systems

• Testability

• Maintainability

• Recoverability

• Verification andvalidation of ISHM

capabilities

A system engineering discipline that addresses the design,

development, operation, and lifecycle management of subsystems,

vehicles, and other operational systems, with the goal of:

• maintaining nominal system behavior and function

• assuring mission safety & effectiveness under off-nominal conditions

Real-Time Systems HealthManagement

• Distributed sensing

• Fault detection, isolation, andrecovery

• Failure prediction and mitigation

• Robust control under failure

• Crew and operator interfaces

Informed Logistics &

Maintenance

• Modeling of failuremechanisms

• Prognostics

• Troubleshooting

assistance

• Maintenance planning

• End-of-life decisions

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ISHM State-of-the-Practice

FACT: True ISHM has never been achieved!

Some Examples at NASA:

– ISS/Shuttle: Caution and Warning System

– Shuttle: minimal structural monitoring

– SSME: AHMS

– EO-1 and DS-1 technology experiments

– 2GRLV, SLI: Propulsion HM testbeds and prototypes

On-star, ABS, Traction

Control

AutomobileGround

Multi-System

Diagnostics, CBM

JSF, 777Atmosphere

AHMS Redline CutoffSSMEAscent to Orbit

Warning SystemISSLEO

Fault ProtectionMERMars

CapabilityVehiclePosition

Space Shuttle

C&W System

ISHM sophistication level inversely proportional with distance from earth!

System-level Management: mitigation & recovery

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Spacecraft Health Management at NASA

Crew Launch Vehicle (“Ares”) Crew Exploration Vehicle (“CEV”)

Robotic Space Exploration International Space Station

& Space Shuttle

•1/2,000 probability of loss-of-crew

•Based on legacy human-rated

propulsion systems (J2X, RSRM)

•The order-of-magnitude improvement in

crew safety comes from crew escapeprovisions!

•ISHM focus on sensor selection and

optimization, crew escape logic, and

functional failure analysis.

•Short ground processing time

•Long loiter capability in lunar orbit

•Need to asses vehicle health and

status rapidly and accurately on the

ground and during quiescent periods

•Design for ISHM

!Augment traditional fault

protection/redundancymanagement/ FDIR with ISHM

!Real-time HM of science payloads

and engineering systems including

anomaly detection, root cause ID,

prognostics, and recovery

!Ground systems for real-time and

system lifecycle health management

•Prognostics for ISS subsystems

(power, GN&C)

•Augment mission control

capabilities (data analysis tools,

advanced caution and warning)

•Retrofit sensors (e.g., Shuttle wing

leading edge impact detection)

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Complex System DesignSummary of Research Efforts

• Methods and tools to support engineering analysisand decision-making during early conceptual designstages– Functional analysis and modeling of conceptual designs for

early fault analysis

– Function based model selection for systems engineering

– Functional failure identification and propagation analysis

– Modeling, analysis, and optimization of ISHM Systems

– Function based analysis of critical events

– Quantitative risk assessment during conceptual design

– Cost-benefit analysis of ISHM systems– Decision support and uncertainty modeling for design teams

during trade studies

– Risk assessment during early design

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Objectives• Improve the design process through early failure

analysis based on functional models

• Produce a model-based early design tool to designsafeguards against functional failures in vehicle design

Benefits• Reduced redesign costs through early failure

identification and avoidance

• Improved mission risk assessment through

identification of “unknown unknowns”

• Effective reuse of lessons-learned and commonalities

across systems and domains

• Availability of generic and reusable function models and

failure databases

Approach• Build generic and reusable functional models of existing

subsystems using standardized function taxonomy(developed at UMR by Prof. Rob Stone)

• Generate failure lists for existing subsystems (failure reports,FMEAs) and build standardized failure taxonomy

• Map failures to functional models to create function-failureknowledge bases (resuable and generic)

• Develop software tools for use by design engineers

• Validate utility in actual design scenario

Ex: Probe Cruise Stage:Ex: Probe Cruise Stage: Star Scanner Assembly black boxStar Scanner Assembly black box

functional model is the highest level description of system:functional model is the highest level description of system:

Sense Star Brightness

(generate two star detection and two star

magnitude signals)

Spacecraft,Debris

Electrical Energy, Optical Energy,Thermal Energy, Solar Energy

Threshold CommandSelf-test Command

Star Coincidence Pulse,Star Magnitude, +5V Monitor

Spacecraft

Thermal Energy

Star Scanner functional model at the secondary/tertiary

level of functional detail comprises approximately 60

identified functions:

analog signal

analog (single-ended) signal

analog (differential)

signal

analog signal

discrete signal

electrical energy

from CPDU

import electrical

energy (DC)

condition electrical energy

electrical energy

separate optical energy

guide (reflect & focus)

optical energy

optical energy

from stars

optical energy

condition (focus) optical

energy (into slits)

guide (focus) optical energy

(into slits)

optical energy

optical energy

detect optical energy

optical energy

optical energy

stop off-axis optical energy

inhibit thermal energy

thermal energy

optical energy

import thermal energy

internal heat from

heaters

thermal energy

import discrete signal

threshold command from CSID

stop solar energy

solar energy

guide (reflect & focus)

optical energy

convert optical energy to electrical energy

optical energy

electrical energy

increment electrical energy

convert electrical energy to

analog signal

analog signal

analog signal

condition analog signal

analog signal

increment (amplitude of) analog signal

detect (magnitude of)

analog signal

analog signal

electrical signalanalog signal

star magnitude

to CREU

convert elec. energy to elec.

energy(DC to AC)

change electrical energy

(step down)

electrical energy

electrical energy

import optical energy

optical energy

convert elec. energy to elec.

energy(AC to DC)

regulate electrical energy

electrical energy

condition electrical energy

regulate electrical energy

electrical energy

electrical energy

electrical energy

transmit analog signal

analog signal

transmit discrete signal

transmit discrete signal

analog signal

electrical signal

discrete signal

process analog signals

analog signal

threshold to CREU

contain(maintain

magnitude of) analog signal

analog signal

+5V monitor to CREU

transmit electrical energy

electrical energy to

components

transmit analog signal

export analog signal

sense discrete signal

self test command from CSID

discrete signal

convert analog signal to

discrete signal

separate analog signal and

discrete signal (separate grounds)

discrete signal

actuate analog signal

analog signal

discrete signal

actuate analog (reset) signals

actuate discrete signal (clock pulse)

electrical energy from power supply

output

process discrete signals

electrical energy

decrease (magnitude of)

analog signal(by 50%)

analog signal

convert electrical energy to

optical energy

optical energy

star coincidence

pulse to CSIDchange analog

(single-ended) signal to analog

(differential) signal

export analog signal

1

1

2

32

6

3

3

7 4

5

6

7

4

5

import thermal energy

thermal energy

external extreme

temperature

spacecraft support

structure

import solid join solid position solid secure solid

debris

import solid stop solid

electrical energy

analog signal

analog signal

process analog signals (compare

signal magnitude to threshold)

discrete signal

convert analog signal to

discrete signal

export analog signal

separate analog signal and

discrete signal (separate grounds)

3

discrete signal

discrete signal

analog signal

electrical energy

actuate electrical energy

electrical energy

Approach:Approach:

Function-Based Modeling and Failure Analysis

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Function-Based Model SelectionSystems Engineering

Objectives• Develop a function-based framework for the

mathematical modeling process during the early stagesof design

Benefits• Provides a framework for identifying and associating

various mathematical models of a system throughout

the design process

• Enables quantitative evaluation of concepts very early in

design process

• Promotes storage and re-use of mathematical models

• Represents the effect of assumptions and design

choices on the functionality of a system

Methods• During System Planning:

•Modeling Desired Functionality

•Generating System-level Requirements

•Modeling for Requirements Generation

• During Conceptual Design:

•Refining Functionality

•Modeling for Component Selection

•Component Selection

• During Embodiment Design:

•Auxiliary Function Identification

•Sub-system Functional Modeling

•Sub-system Level Requirements Identification

•Detailed System Modeling and Validation

Ex: HydraulicEx: Hydraulic Braking SystemBraking System

Import

Rotational

Energy

DecreaseRotational

Energy

ExportRotational

Energy

Rot. E. Rot. E.

ConvertRotational

Energy to

Thermal

Export

Thermal

Energy

Therm. E.(Air,Hub)

Import

Hydraulic

Energy

ConvertHydraulic Energy

to Translational

Energy

Hyd. E.

Mech. E.Trans. E.

Therm. E.

(Mount,Air)

Mech. E.(Mount)

Export

Mechanical

Energy

ExportThermal

Energy

Export

Status

Status(Speed)

Export

Status

Status

(Pressure)

Flow Requirement

Rot. E. Based on a 1500kg mass stopping from

30m/s, the braking system shall be able

to handle a 675kJ energy input. The

system shall be designed to stand a 180

rad/s max rotational speed and a

maximum input moment of 13.5kN-m.

Hyd. E. The maximum pressure input to the

system shall be 10MPa.

Rot. E. The output rotational energy output of

the system shall be 0kJ.

Therm. E. Based on a 2s stopping distance, the heat

dissipation of the system shall be at least

337.5kW. The maximum temperature

the system should reach is 150C.

Function Input Output Model Type

Import

Hydraulic

Energy

Flow,

Pressure

Flow, Pressure Closed-form

Eqs.

Convert

Hyd. E. to

Trans. E.

Flow,

Pressure

Displacement,

Force

Closed-form

Eqs.

Decrease

Rot. E.

Force,

Angular

Speed,

Moment

Angular

Acceleration

ODE

Convert

Rot. E. to

Therm. E.

Angular

Speed,

Moment

Energy

Magnitude

Closed-form

Eqs.

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Objectives

• Develop a formal framework for design teams to evaluateand assess functional failures of complex systems duringconceptual design

Benefits• Systematic exploration of what-if scenarios to identify risks

and vulnerabilities of spacecraft systems early in the

design process

• Analysis of functional failures and fault propagation at a

highly abstract system configuration level before any

potentially high-cost design commitments are made

• Support of decision making through functional failure

analysis to guide designers to design out failure through

the exploration of design alternatives

Approach

• Build generic and reusable system models using aninterrelated set of graphs representing function,configuration, and behavior.

• Model behavior using a component-based approach usinghigh-level, qualitative models of system components atvarious discrete nominal and faulty modes

• Develop a graph-based environment to capture and simulateoverall system behavior under critical conditions

• Build a reasoner that translates the physical state of thesystem into functional failures

• Validate the framework in an actual design scenario

Example: Reaction Control System (RCS) Conceptual Design

Simulation-Based Functional Failure Identificationand Propagation Analysis

Critical

Event

Scenarios

Functional Failure Estimates

Functional Failure Propagation Paths

Qualitative Behaviour Simulation

Functional Model

SYSTEM MODEL

Configuration Model

Component Behavioural Models

Function Failure Logic

FFIP INPUT FFIP OUTPUT

Critical

Event

Scenarios

Critical

Event

Scenarios

Functional Failure Estimates

Functional Failure Propagation Paths

Functional Failure Estimates

Functional Failure Propagation Paths

Qualitative Behaviour Simulation

Functional Model

SYSTEM MODEL

Configuration Model

Component Behavioural Models

Function Failure Logic

FFIP INPUT FFIP OUTPUT

Qualitative Behaviour SimulationQualitative Behaviour Simulation

Functional ModelFunctional Model

SYSTEM MODELSYSTEM MODEL

Configuration ModelConfiguration Model

Component Behavioural ModelsComponent Behavioural Models

Function Failure LogicFunction Failure Logic

FFIP INPUTFFIP INPUT FFIP OUTPUTFFIP OUTPUT

Functional Failure Identification and Propagation (FFIP) Architecture

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Function-Based Analysis of Critical Events

Objectives• Establish a standard framework for identifying and

modeling critical mission events

• Establish a method for identifying the informationrequired to ensure that these critical events occur asplanned

• Provide a means to determine Health Managementneeds, sensor locations, etc. during early design phase

• Assist the identification of requirements for criticalevents during the design of space flight systems

Benefits• Standardized function-based modeling framework

• Development of event models and functional models

very early in the design of systems

• Identification of critical events and important functionality

from these models

• Requirements identification based on functional and

event models

Methods• Event Models for Systems

•Black Box

•Detailed

• Functional Models During Events

•Black Box

•Detailed

• Function-based Requirements Identification

Ex: Mars Polar Lander Landing Leg:Ex: Mars Polar Lander Landing Leg: Event Model DuringEvent Model During

Landing Leg DeploymentLanding Leg Deployment

Approach:Approach:

BeginDeployment

TriggerRelease

Nut

DeployLeg

Latch LegEnd

Deployment

Structure,Landing Leg,Release Nut

ReleaseSignal

LandingSignal

Structure,Landing Leg,Release Nut

ImportSolid

PositionSolid

SecureSolid

SeparateSolid

ExportSolid

ReleaseNut

ReleaseNut

ImportControlSignal

ReleaseSignal

ImportRot. E.

StoreMech. E.

StopMech. E.

SupplyMech. E.

ConvertRot. E. toMech. E.

ConvertMech E. to

Rot. E.

ExportRot. E.

Rot. E. Rot. E.

Flow Type F low Requiremen t

Solid Input Release Nut The r elease nut must be prope r ly positioned and

secured b efore the rel ease event can occu r

Contro l Signal Input Release Signal The Rel ease Signal wi l l in itiate the Tr igger rel ease

Nut event

Solid Output Release Nut At the completio n of the event, the Rel ease Nut will

be separated fr om the land ing leg

Sign al Output Separation After com pletion of the event, the subsequent event

wi l l be init iated without a formal signa l

Functional Model During Landing Leg DeploymentFunctional Model During Landing Leg Deployment

Requirements Identified fromRequirements Identified from Functional and Event ModelsFunctional and Event Models

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Objectives• Concurrent design of ISHM systems with vehicle

systems to ensure reliable operation and robust ISHM

• Model-based optimization of ISHM design and

technology selection to reduce risks and increase

robustness

Benefits• Identification of issues, costs, and constraints for ISHM

design to reduce cost and increase reliability of ISHM

and optimize mitigation strategies

• Streamlining the design process to decide when and

how to incorporate ISHM into system design, and how to

balance between cost, performance, safety and reliability

• Provide subsystem designers with insight into system

level effects of design changes.

Approach• Formulate ISHM design as optimization problem

• Leverage research & tools for function-based designmethods, risk analysis, and design optimization toincorporate ISHM design into system design practices

• Develop ISHM software design environment usingISHM optimization algorithms

• Implement and validate inclusion of ISHM chair inconcurrent design teams (e.g., Team-X)

Feasible

Concepts

Feasible

Concepts

Functional

Baseline

Preliminary

AnalysisDefinition OperationsDesign

Build Deploy

Advanced

StudiesDevelopment

PRA/QRA

FTA/ETA

FMEA

Risk lists, Failure Modes

Reliability Models

Sensor selection

Maintainability

Feature selection

Testability

Functional Requirements

Qualitative Analysis

Risk Analysis

Functional FMEA

ISHM

FUNCTIONAL

MODELS

Model-Based Design & Analysis of ISHM Systems

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Objectives• Enable rapid system level risk trade studies for

concurrent engineering design

• Develop a quantitative risk-analysis methodology thatcan be used in the concurrent design environment

• Provide a real-time (dynamic) resource allocation vectorthat guides the design process to minimize risks anduncertainty based on both failure data and designers’inputs

Benefits• Improved resource management and reduced design

costs through early identification of risks & uncertainties

• Use common basis for trading risk with other system

and programmatic resources

• Increased reliability and effectiveness of mission

systems

Approach• Develop functional model

• Collect failure rates and pairwise correlations

• Model design as a stochastic process

• Formulate as a 2-objective optimization problem

• Obtain the optimal resource allocation vector in real-time, as the design evolves

Risk Quantification During Concurrent Design

Expected total risk benefit , E(TB)

! (TB)

Inferior Design Process

Feasible Space of Allocation Vectors

Risk -Efficient Design Process

(RED-P)

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Cost-Benefit Analysis for ISHM Design

Objective:

• Create a cost-benefit analysis framework for ISHM that enables:

– Optimal design of ISHM (sensor placements etc.)

– Tradeoff analysis (does the benefit justify the cost?)

Approach:

• Maximize “Profit”!

where:

– P is Profit

– A is Availability, a function of System Reliability, Inspection Interval, and Repair Rate.

– N is number of System Functions.

– M is the number of ISHM Sensor Functions utilized.

– R is Revenue/Unit of Availability in USD.

– Cost of Risk: quantifies financial risk in USD.

– Cost of Detection: quantifies cost of detection of a fault in USD.

( )!"=

+

=

+#$=#$=%N

i

iDR

MN

i

iCCRACRA

11

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Cost-Benefit Analysis Process

Determine the “merits” of adding IVHM to a baseline system

Use Optimization to Maximize “merit” through optimal

allocation of IVHM to the conceptual system

Enable Optimal IVHM Design Decisions

What is the “merit” Function? Captures interaction of IVHM cost, benefit, risk

What is the Design Space?

•Sensor allocations, Detection

Decision, Inspection Interv al

$50

$60

$70

$80

$90

$100

$110

$930 $940 $950 $960 $970 $980 $990 $1,000 $1,010

Revenue (Thousands USD)

Risk

(T

housa

nds

US

D)

Dominated Region

Increasing RevenueIn

crea

sing R

isk

Maximum Profit

(Equal Weights)

Approach:1. Develop models to measure the impact

of various IVHM architectures (i.e. sensor

placements, data fusion algorithms, fault

detection and isolation methodologies) on

the safety, reliability, and availability of the

vehicle.

2. Once the impact of various IVHM

architectures on the vehicle are measured,

tradeoffs are formulated as a multiobjective

multidisciplinary optimization problem.

3. We can then create a decision support

system for the designers to handle IVHM

tradeoffs at the early stages of designing a

system.

Since the Profit function is impacted by

a combination of revenue and cost of

risk, a Pareto Frontier can be created.

The frontier demonstrates the solution

for different trade-offs.

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Decision Support for Engineering Design TeamsUncertainty capture, modeling, & management

Objectives• Facilitate collaborative decision-making and

concept evaluation in concurrent engineeringdesign teams

• Characterize uncertainty and risk in decisions frominitial design stages

• Develop decision management tool for integrationinto collaborative design and concurrentengineering environments

Benefits• More robust designs starting from conceptual

design stage

• Reduced design costs• Modeling important decisions points in highly-

concurrent engineering design teams• Incorporating tools and methods into fluid and

dynamic design environment

Approach• Understand uncertain decision-making in real

design teams• Develop framework to map design decision-

making to decision-theoretic models• Validate method and tool with a real engineering

teams

OperationsDesign

Uncert

ain

ty

Time

Design

Uncertainty

Variation

Environmental Uncertainty

Internal Uncertainty

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Risk in Early Design (RED) Methodology

Objectives

– Identify and assess risks during conceptual

product design

– Effectively communicate risks

Benefits

– Improved Reliability

– Decreased cost associated with design

changes

Methods

– FMEA• RED can id system functions failure modes, occurrence,

and severity

– Fault Tree Analysis• RED can id at risk functions and potential failure paths

from functional models

– Event Tree Analysis• RED can id sequences of functions and subsystems at

risk from initiating events