Configuration Management

Romuald DuperrierHead of Systems Engineering Division

www.europeanspallationsource.seApril 22, 2015

2

Outline

– Configuration Identification

– Change control

– Configuration accounting

– Configuration audit

Management plans: what, who, when

– Programme Management Plan, ESS-1122

– Quality Management Plan, ESS-18636

– Construction Phase Management Plan, ESS-14361

– Systems Engineering Management Plan, ESS-2908

– Configuration Management Plan, ESS-3688

– Interface Management Plan, ESS-2917

– Risk Management Plan, ESS-4460

Configuration management objectives

– All work products are identified individually and uniquely.– The development status of all work products is known at any

given time.– The identity of the approved/master version of each work

product will be clear.– The composition of any baseline of configuration items is known

and stored.– Changes to configuration items are managed and controlled.– Accurate status and current configuration information is

available.

Configuration Baselines

ESS baseline

Technical baseline

Cost baseline

Schedule baseline

Enovia Primavera

Technical baselines as an integral configuration management concept

Deliverables for design reviews

Review Deliverables Level of interest

FRSystem Requirement DocumentConcepts of Operation

System

PDR

System Architecture SpecificationInterface Control DocumentsSystem Verification PlanSystem Integration PlanSystem Validation Plan

System

CDR

System Requirement DocumentSystem Design Descriptions (drawings, P&ID, etc)Interface Control DocumentsSystem Integration PlanSystem Operation and Maintenance ManualSystem Verification Plan

Element

TRRSystem Verification PlanSystem Validation Plan

System / Element

SAR System Verification Report System / Element

ORRESS Validation ReportTraining programme reports

System / Element

CDR = Critical Design Review FFR= Facility Functional Review FR = Functional Review ORR = Operational Readiness Review

PDR = Preliminary Design Review SAR = System Acceptance Review TRR = Test Readiness Review

Information item identification

– Requirements (SyR-nnn),

– PBS elements (IEC81346, BSAB, ISO3511-2, ISO10628 D.2, custom)

– Documents (ESS-nnn => IEC61355),

– Parts (ESS-nnn or IEC81346),

– Location BS elements (IEC81346),

– WBS elements =>

Change Control Procedure [ESS-15178]

Configuration Accounting

– The System Status Report is the main tool for the Engineering function to document and assess the status of the development of the systems in a single document (to be used).

– The Project Report issued by the project managers and will report the status of the risk, cost and schedule data (in use).

Configuration accounting

11

Absent

Preliminary state

Baselined at least once

Level 1 Level 2 Level 3 Concept of operations Requirement specification Architecture description Interfaces descriptions Integration plan Verification Plan

ESS Baselined at least once Baselined at least once Baselined at least once Baselined at least once Absent Baselined at least once Integrated Control System Preliminary Absent Absent Absent Absent Absent Radioactive Material Handling Preliminar Absent Absent Absent Absent Absent Neutron Scattering System Preliminary Preliminary Preliminary Absent Absent Absent Science Support Systems Absent Absent Absent Absent Absent Absent Instrument Suite Absent Absent Absent Absent Absent Absent Workshops Absent Absent Absent Absent Absent Absent DMSC Absent Preliminary Absent Absent Absent Absent Site Infrastructure Preliminary Preliminary Preliminary Preliminary Absent Absent Landscape Absent Absent Absent Preliminary Absent Absent Campus Absent Absent Absent Absent Absent Absent Experimental halls Absent Absent Absent Preliminary Absent Absent Pump station Absent Absent Absent Preliminary Absent Absent Logistics center Absent Absent Absent Preliminary Absent Absent Guard house Absent Absent Absent Absent Absent Absent Gallery building Absent Absent Absent Absent Absent Absent Accelerator building Absent Absent Absent Absent Absent Absent

Cryo compressor building Absent Absent Absent Absent Absent Absent

Central utility building Absent Absent Absent Absent Absent Absent

High voltage power stations Absent Absent Absent Preliminary Absent Absent

Gas storage Absent Absent Absent Preliminary Absent Absent

Waste building Absent Absent Absent Absent Absent Absent

Sprinkler building Absent Absent Absent Preliminary Absent Absent

Target building Absent Absent Absent Preliminary Absent Absent

Building management system Absent Absent Absent Absent Absent Absent Accelerator Preliminary Preliminary Preliminary Absent Absent Preliminary

ISrc Absent Preliminary Absent Absent Absent Absent LEBT Absent Preliminary Absent Absent Absent Absent RFQ Absent Preliminary Absent Absent Absent Absent MEBT Absent Preliminary Absent Absent Absent Absent DTL Absent Preliminary Absent Absent Absent Absent SPK Absent Preliminary Absent Absent Absent Absent MBL Absent Preliminary Absent Absent Absent Absent HBL Absent Preliminary Absent Absent Absent Absent HEBT Absent Preliminary Absent Absent Absent Absent DmpL Absent Preliminary Absent Absent Absent Absent A2T Absent Preliminary Absent Absent Absent Absent Target Station Baselined at least once Baselined at least once Baselined at least once Preliminary Absent Baselined at least once

Monolith Systems Absent Absent Absent Absent Absent Absent

Target Systems Absent Absent Absent Absent Absent Absent

Moderator and Reflector Systems Absent Absent Absent Absent Absent Absent

Fluid Systems Absent Absent Absent Absent Absent Absent

Remote handling Systems Absent Absent Absent Absent Absent Absent

Technical Baseline items at ESS level

[ESS-0003640] [ESS-0003641]

ESS Architecture

[ESS-5699]

Interface management

Interface Control Documents for ESS subsystems

Configuration Audit

– Functional and physical audits are integrated in the SEMP.

– Quality Audits might be performed at any time upon request from any process owner or system owner to assess the application of the configuration management process and to ensure that corrective action are conducted.

– Each Project is responsible for ensuring the quality of the configuration management process.

– Configuration Audits will focus on a configuration item or set of configuration items.

Summary

– The framework is defined using ISO10007 and ISO15288.– The naming scheme is being improved.– Our CM approach needs some complements and adjustments

based on feedback (e.g. audits).– Configuration Management is part of the Product Lifecycle

Management which is under deployment at ESS. – The pace of this deployment is to be defined in between:

– Long term deployment contributing to the definition of an ESS engineering culture,

– A major component of the construction phase for limiting cost and schedule overrun.

17

Questions?

FFR

PDR

FR FR

CDR CDR CDR

TRR TRR TRRFR

PDR PDR PDR

TRR TRR TRR

SAR SAR SAR

SAR SAR SAR

ORR ORR ORR

CDR = Critical Design Review FFR= Facility Functional Review FR = Functional Review ORR = Operational Readiness Review

PDR = Preliminary Design Review SAR = System Acceptance Review TRR = Test Readiness Review

Phase 1 Phase 2Closure ofconstruction

First operation

ESS: incremental development and delivery

TRR

SAR

TRR

SAR

TRR

SAR

Dual Vee [K. Forsberg]

Information model

Requirement

Satisfied by

Implementedby

Located In

Composedof

Requirement specification

Deliveredby

Refers to

Composedof

Composedof

Composedof

WBS

PBS

Doc

Specified by or

Refers to

Location

Asset

Installed in

PartSolved by

Specified by or

Refers to

Verification plan

Composedof

Verificationactivity

Composedof

Verifiedby