OOI Organization, Management, and Controloceanleadership.org/wp-content/uploads/2009/02/EPE... ·...

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EPE Bidders Conference June 11, 2010 Ocean Observatories Initiative OOI Organization, Management, and Control Susan Banahan

Transcript of OOI Organization, Management, and Controloceanleadership.org/wp-content/uploads/2009/02/EPE... ·...

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EPE Bidders ConferenceJune 11, 2010

Ocean Observatories Initiative

OOI Organization, Management, and Control

Susan Banahan

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Consortium for Ocean Leadership & OOI

Member InstitutionsMember Institutions

Board of TrusteesBoard of Trustees

President and CEO

President and CEO

OOI Project Office

OOI Project Office

OOI Program Advisory Committee

OOI Program Advisory Committee

Implementing Organization

Implementing OrganizationNSF/OCENSF/OCE

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Project ManagementNSF

Program Director Jean McGovern

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Project Controls for a Large Facility Project*• Defined Requirements and Scope• Work Breakdown Structure (WBS)• Budget by WBS element• Integrated Schedule • Technical & Financial Status Reporting • Systems Engineering Management• Configuration (Change) Control• Quality Control and Assurance• Systems Integration, Testing, Acceptance, Commissioning• Transition to Operations and Cost Estimates* Support by the Major Research Equipment and Facility Construction (MREFC) Account

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*Requirements flow to design and are traceable among levels.

• L1 Science Themes– L1-ST-6

Climate Variability, Ocean Circulation, & Ecosystems

• L2 Science Question linked L1 Science Theme– L2-SQ-RQ-640

What are the dominant physical and biological processes that control the exchange of carbon and other dissolved and particulate material across the air-sea interface, through the water column, and to the seafloor?

Scope as High Level Requirements

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• L2 Science Requirements – Specific requirements detailing the types of measurements, their

locations, their accuracies, etc. necessary to answer the science questions.

• L2-SR-RQ-3032 - The OOI shall calculate the flux of carbon dioxide based on the measurements taken of the partial pressure of CO2 (pCO2 ) in air and in surface water...

• L3 System Requirements– Detailed for the infrastructure by system.

• L3-CG-RQ-573 - Pioneer Array surface moorings shall measure the partial pressure of carbon dioxide (pCO2 ) of surface water

• L4 Subsystem Requirements– Detailed for sub-systems and instruments.

• L4-CG-IP-RQ-198 - pCO2 instruments shall have an accuracy of +/- 2 µatm in air and in water.

Detailed Requirements

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• Interface types: – Physical or logical– programmatic (cost and schedule)

• Statements of roles, responsibilities, and authorities

• Interface Requirements:– CI to CG, to RSN– CGSN to RSN– EPE to CI, to RSN, to CGSN

Interface Requirements

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L3 EPE System

Requirements

TBD

EPE to CI

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• Level 1 Science Themes 51• Level 2 Science + other 1,138• Level 3 System 1,003

– CI 183, CG 536, RSN 284, EPE TBD– Interface Requirements

• Level 4 Subsystem 2,756– CI 846, CG 911, RSN 999, EPE TBD

Total 4,948 +

Number of Requirements

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DOORS (Dynamic Object Oriented Requirements System)

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Summary WBS Level 3

OOI ProgramIntegrated Master Schedule

WBS 1

Cyberinfrastructure (CI)

WBS 1.2

Coastal / Global Scale Nodes (CG)

WBS 1.3

System Integration /Program Management Office

WBS 1.1

Regional Scale Nodes (RSN)

WBS 1.4

Education andPublic Engagement (EPE)

WBS 1.7

Program Management

WBS 1.1.1

System Engineering

WBS 1.1.2

Operations andMaintenance Planning

WBS 1.1.3

Communications andPublic Outreach

WBS 1.1.4

Environmental Management

WBS 1.1.5

Project Management

WBS 1.2.1

System Engineering

WBS 1.2.2

System Development

WBS 1.2.3

Deprecated

Implementation

WBS 1.2.5

Project Management

WBS 1.3.1

System Engineering

WBS 1.3.2

Subsystem Development

WBS 1.3.3

Implementation

WBS 1.3.4

Project Management

WBS 1.4.1

System Engineering

WBS 1.4.2

Subsystem Development

WBS 1.4.3

Site Implementation

WBS 1.4.4

Project Management

WBS 1.7.1

System Engineering

WBS 1.7.2

Subsystem Development

WBS 1.7.3

Implementation

WBS 1.7.4

Notes: WBS Elements 1.5 and 1.6 were active during the planning phases and have been deprecated. WBS Element 1.2.4 CI Hardware was absorbed into implementation and deprecated.

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Science Community Workshop 1 6

WBS as an Integrator

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Policies, Process, Plans and Tools• Project Execution Plan• Systems Engineering Management Plan• Configuration Management Plan• Risk Management Plan• Earned Value Management Plan• Schedule Management Plan• Cost Book Database, Cost Estimating Plan• Property Management Plan• Collaborative Tools

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Policies, Process, Plans and Tools• Collaborative Tools

– Confluence, WebEx– Alfresco– JIRA– SAF (CCB, Risk, Sensor DB, Data Sets)

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Program Controlled Documents1000‐00000_CMP_OOI 1100‐00000_SEMP_OOI L4‐CG Autonomous Underwater Vehicle

1000‐00001_B2_Table 1101‐00000_FND_OOI L4‐CG Data Concentrator

1001‐00000_PEP_OOI 1120‐00000_Requirements_Module_Hierarchy L4‐CG Glider

1001‐00100_Annual_Work_Plan 1199‐00000_Document_Tree_OOI L4‐CG Instrument Package

1002‐00000_CEP_OOI L4‐CG Moorings

1003‐00000_QA_QC_Plan_OOI L1 Programmatic Requirements L4‐CG Multi‐Function Nodes

1004‐00000_Commissioning_Plan_OOI L1 Science Themes L4‐CG Operations and Management Center

1005‐00000_EVM_Plan_OOI L2 Common Requirements L4‐CG Platform Control

1006‐00000_EHSP_OOI L2 Cyber‐User Requirements L4‐CG Power Systems

1007‐00000_Risk_Management_Plan_OOI L2 Educational Requirements L4‐CG Profiler

1008‐00000_Acquisition_Plan_OOI L2 Operational Requirements L4‐CG Surface Buoys

1010‐00000_OM_Plan_OOI.doc L2 Reference Module L4‐CG Telemetry Systems

1011‐00000_Property_Management_Plan_OOI L2 Science Questions L4‐CI Analysis and Synthesis

1012‐00000_Security_Management_Plan_OOI L2 Science Requirements L4‐CI Common Execution Infrastructure

1020‐00000_Schedule_Management_Plan_OOI L3 CG System Requirements L4‐CI Common Operating Infrastructure

Integrated Risk Register_(all1022‐xxxxx) L3 CI System Requirements L4‐CI Data Management

IMS (all IOs‐

OOI, CI, RSN, CGSN) L3 RSN System Requirements L4‐CI Implementation

WBS_Dictionary_(all1041‐xxxxx) L4‐CI Planning and Prosecution

Cost_Book_(all1050‐xxxxx) L4‐CI Sensing and Acquisition

L4‐RSN Backhaul

L4‐RSN Primary Infrastructure L4‐RSN LV Node L4‐RSN Extension Cable

L4‐RSN Profilers L4‐RSN Observatory Mgmt System L4‐RSN Instrument Package

L4‐RSN Shore Station L4‐RSN Vertical Mooring L4‐RSN Jbox

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Testing Activities throughout System Development Life Cycle

Design Integration Deployment OperationsDevelopment

Developmental Testing - IO

Acc

epta

nce

By

OL

Integration Testing - IO

Requirements Verification - IO

Environmental Testing - IO

Unit Testing / First Article Testing - IO

Acceptance Testing - OL

Construction O&M

Regression Testing - IOCommissioning Evaluation - OL

Com

mis

sion

ing

Stability Testing - IO

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Configuration Management• Standards and Conventions

– Naming, Numbering, Drawing• Responsibilities and Authority• Controlled vs. Non-controlled• Details on Technical Documents• Document Management, Types, Stages• Collaboration Applications• Configuration Control Structure, Processes and

Applications• Change Control Boards (CCB)

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• Process to manage project baselines, requirements, guiding principles (hierarchical decision tree)

• Controlled process to estimate impact of proposed or needed changes– science, system integration, quality, schedule,

and budget• Formal communication that informs the entire

project team, ensures consideration of all known variables and authorizes changes to a baseline

CCB Benefits

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Change Board Levels• IO Level• System Level – Interfaces with other

subsystems/systems or IOs• OOI Level – Science Scope, Baseline Budget /

Schedule• NSF Program Manager Review – CA and CSA

Thresholds

• Each with specified core membership, authority and reporting structure

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Schedule Graphic

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CI Subsystems & Releases