P. Faugeras 13 January 2000 updated 4 May 2000P. Faugeras 4 May 2000 Management Tools for the LHC...
Transcript of P. Faugeras 13 January 2000 updated 4 May 2000P. Faugeras 4 May 2000 Management Tools for the LHC...
P. Faugeras 13 January 2000 updated 4 May 2000
P. Faugeras 4 May 2000
Management Tools for the LHC Project
• Why do we need Management Tools?– Overview of LHC Project– Management Problems related to LHC
• The LHC Hardware Baseline– Motivation, the project life cycle.– The different project management structures :
(P&Layouts, PBS, CFU, ABS, MTF, 3D models,…)– Computer tools
• Configuration Management– Quality Assurance– Procedures for system definition and change control– Planning and Scheduling
• Experience & Conclusion
ContentsManagement Tools for the LHC Project
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectWhy Management Tools for LHC?
•• CERN strategic planCERN strategic plan– What is the best machine to build for which Physics
•• Preparatory PhasePreparatory Phase– Small Design Study Team– R&D Work only in specific fields– End Product: Design Report
•• Approval PhaseApproval Phase– Budget estimate and Planning for decision
•• Execution PhaseExecution Phase– Project duration < 5-7 years– Systems were separated (“Orthogonal”)– Resources adequate to fulfil planning,– Money was not a big problem
Phases in former CERN ProjectsPhases in former CERN Projects
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Management Tools for the LHC Project
Why Management Tools for LHC?
•• Project Project evolutionsevolutions and and resourcesresources�� conceptual design stage extended over many yearsconceptual design stage extended over many years�� construction over 10 years, exploitation > 20 years construction over 10 years, exploitation > 20 years�� declining human resources, retirementdeclining human resources, retirement�� limited budget, external contributions limited budget, external contributions
•• Project Project organizationorganization�� Work distributed through various existing DivisionsWork distributed through various existing Divisions�� specialized Committees and Working Groups specialized Committees and Working Groups
•• ExternalExternal Institutes & FirmsInstitutes & Firms�� in charge of design and supply of complete sub-systems in charge of design and supply of complete sub-systems�� request for correct and accurate definition of interfaces request for correct and accurate definition of interfaces
LHC differencesLHC differences from former CERN Projects from former CERN Projects
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectManagement Structure
Project
Management
DivisionsAC Accelerators Directorate Unit
DSU Directorate Services Unit
FI Finance
SPL Supplies, Procurement & Logistics
TIS Technical Inspection and Safety Com.
Informatics Support - Exp. AreasEngineering Support and TechnologyEST
• ST Technical Support
PS Proton Synchrotron
SL SPS + LEP
LHC Large Hadron Collider
Committees
SC TCC PLC LEMIC MARIC
SC : Specification CommitteeTCC: Technical Coordination CommitteePLC : Parameters & Layout CommitteeLEMIC: LHC Experiment Machine Interface Cttee
SL-TC : SPS + LHC matters in SL CommitteeMARIC : Main Ring Committee
LHC Management Board
Technical Committee
MB
TC
Working Groups
External Collaborations
USA Russia Japan India Canada
Host States
LHC Experiments
ALICE ATLAS CMS LHC-B TOTEM
L. Evans • Project Leader• Chairman of the LHC Management Board
Project Leader's Office:
P. Bryant • Non-Member State Collaborations• Chairman of the LHC Specification Cttee
M. Buhler-Broglin
• Budget and Human Resources• Local Affairs and Environment
P. Faugeras • Technical Coordination and Planning• DQA, Chairman of the TCC
A Faugier • Project Safety Coordinator• INB
J. KarlsonForestier
• Project Leader's Secretary
Ph. Lebrun • LHC Division Leader• Collaboration with France
P. Lefèvre • Parameters and Layouts• Chairman of the PLC
S. Myers • SL Division Leader• Chairman of SL-Tech Cttee
T. Taylor • Collaboration with Japan and US• Chairman of the MARIC
SL-TC
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Management Tools for the LHC Project
LHC W
ork
ing G
roups
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Management Tools for the LHC ProjectWhy Management Tools for LHC?
•• ExternalExternal Constraints Constraints•• Installation in the existing LEP tunnelInstallation in the existing LEP tunnel•• Need for minimizing physics interruptionNeed for minimizing physics interruption•• Interference with other CERN projects (NGS)Interference with other CERN projects (NGS)
•• Obligation to comply withObligation to comply with INB regulationsINB regulations•• SizeSize andand complexitycomplexity of the projectof the project
•• CERN must cover design, purchasing, fabrication, test, CERN must cover design, purchasing, fabrication, test,installation, commissioning, running and dismantling.installation, commissioning, running and dismantling.
•• New technologies: Superconductivity, Cryogenics, UHV, ... New technologies: Superconductivity, Cryogenics, UHV, ...•• Interaction in between different systems (e.g. SSS) Interaction in between different systems (e.g. SSS)•• Technical difficulties for maintenance and improvement. Technical difficulties for maintenance and improvement.
LHC differencesLHC differences from former CERN Projects from former CERN Projects
SL/BI
EST/ESM
CNRS
CNRS
CNRS
CNRSCEA
CEA
LHC/CRI
LHC/CRI
LHC/ACR
LHC/ACR
LHC/VAC
LHC/VACLHC/ICP
LHC/ICP
LHC/ICPEEWG: PoweringLHC/MTA: measurementsEST/ESI, EST/ESM, EST/SU
LHC/MMS
SL/AP: Optics
P. Faugeras 13 January 2000
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectInstallation & Maintenance Problems
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectThe LHC project phases
HardwareBaseline
ConstructionPhase
MachineInstallation
Layouts
INB Safety Report
OperationMaintenance
DismantlingProposal
DesignReport
DetailedDesign
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectThe Hardware Baseline
•• The Hardware The Hardware BaselineBaseline– Collection of valid documents filed according to the
PBS (Project Breakdown Structure) and maintainedwith EDMS (Engineering Data Management System)
– Project evolution implies Configuration Management– Accessibility world wide
•• Quality Assurance PlanQuality Assurance Plan– Defines the rules of the game, but kept to a minimum– aims at the best machine for the lowest cost and built
in the prescribed time span.
The basic ingredients in the design phaseThe basic ingredients in the design phase
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Management Tools for the LHC ProjectThe Hardware Baseline: Layouts & Parameters
Dipole of Type Ato go into positionA of half-cell 32R2
...121110 9 8 7 A B CA BA B12Ri11Ri10Ri9Ri8Ri
6 5 47Ri .. 4Ri
DS RiMS Ri
D2D1 3 2 1
IT Ri
x
IP i
A B A B 32A B C32Ri
33A B C33Ri
34A B C34Ri
equip
ment location
PhysicalLayoutData
Physical Layout of the Collider
The Layout is a descriptionof where to put which
collider components
Parameters:What it means to be a
Dipole of type A:Optics, Engineering
parameters
equ ipm
ent code
ParameterData
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Management Tools for the LHC ProjectLHC Hardware Baseline: PBS (2)
It subdivides the projectin sub-projects and clearlyidentifies the person in charge of each sub-project:the Project Engineer
It gives a list of theingredients that will be necessary to constructthe different componentsof the collider
It also contains the seed for the complete inventoryof the purchased collidercomponents: link to CFU
LBADipole MagnetProject
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Management Tools for the LHC ProjectLHC Hardware Baseline: PBS (3)
• Parameters Tables (link with LHC P & L)• Engineering Specifications ES (FS, DF, IS, …)• Drawings and Drawing Folders (CDD, HPGL files)• Technical Specifications and Descriptions (IT & MS)• Technical Illustrations EI• Engineering Changes Requests ECR• Management Reports and Recommendations MR• Link with other PBS, Data Bases (Test Results,…)• Planning and Schedules• …
Documents Types in the BaselineDocuments Types in the Baseline
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Management Tools for the LHC ProjectLHC Hardware Baseline
• Project Engineer PE– person responsible for the system/equipment/item
attached to a particular node of the PBS– has also control on lower level nodes– must report to his parent in PBS– gives release authorization for documents– allows drawings to be visible on the Web
• Designers, Technicians, Secretaries, …• Suppliers (firms, other groups/institutes)• Project Management
– Defines the rules and checks validity of information
Who does what?Who does what?
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Management Tools for the LHC ProjectLHC Hardware Baseline: ABS (1)
The ABS is the catalogue of the collidercomponents and is derived from thePBS.It corresponds to the part list of anassembly drawing but also incorporatesthe tooling and the manufacturing andtest procedures necessary to obtain acollider component ready for use.
Assembly Breakdown StructureAssembly Breakdown Structure
Manufacturing Process Descriptions,Measurement, Test or Calibration Reports
Item, collider componentor sub-component
Project or sub-project leading to the production of a collider
component
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Management Tools for the LHC ProjectLHC Hardware Baseline: ABS (2)
mount upper half-yoke
on collared coil andlower half-yoke
cm·15
install dipole and F quadrupole
bus bar assemblies
cm·16 check straightnessand perform
corrections if required
cm·17
installupper half-cylinder
on yoke
cm·18
collared coil inlower half-yoke
upper half-yoke
machinedupper
half-cylinder
Q quad.bus bar
assembly
collared coilin yoke
(half-)yokelifting jig
cranewelding pressintermediate
beam
active partassembly
dipole.bus bar
assembly
checkedactive partassembly
half-cylinderlifting jig
cranebus barlifting jig
crane
welding pressintermediate
beam
bus barlifting jig
crane
welding pressintermediate
beam
welding pressintermediate
beam
output for cm·15 and input for cm·16beginning and ending steps process
the resourcesThe Workflow diagram
Describes•each process in terms of the transformation it operates on the raw material(input) and what it produces (output)•all the resources (materials and human) required for each process•the sequencing of the processes
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectLHC Hardware Baseline: MTF (1)
Manufacturing & Test FolderManufacturing & Test Folder• The MTF, (also known as Traveller) shall be used to trace all
events concerning an equipment during its entire life-cycle.• It provides a detailed trace of the fabrication process and the
test and measurement results of each step and permits theproject engineer to inspect the status of the equipment as itis being built from “any” place in the world.
• It permits a maintenance follow-up of the equipment once ithas been installed, commissioned and is in operation and atracking of the equipment after its decommissioning…(INBINB)
• It requires:– a workflow diagram for manufacturing and testing,– an identification of the elementary procedures– a definition of the test record sheets
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectLHC Hardware Baseline: MTF (2)
MTF Automatic Recording:• with computerised record sheets (Excel)• archiving on line possible• availability for future reference
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Management Tools for the LHC Project
LHC Hardware Baseline: Instantiation
Physical Layoutof the Collider
Physical Element 1
Physical Element 2
Data describing the manufacture and test of a particular componentmanufactured, being manufactured,being tested or already installedin the collider
Inventory of thedifferent collider
components
Parameter Database
EDMSPBS
MTF
MTF
ABSPart List of eachtype of collidercomponents
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Management Tools for the LHC ProjectComputer Tools
• Standard Tools– End user tools for preparing documents– EDMS tools: integration, evolution
• User aspects– World-wide access, hence Web interface– Free access within the project for reading– Unique password for writing (CDD, EDMS)– Universal approval procedure– Intuitive usage, minimum learning
Computer tools must be adapted to userrequirements and not the reverse
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectComputer Tools Architecture
EDMS common layer
Design Documents
CADIM (& CDD)
Asset tracking Job management
MP5
EDMS common layer
CEDAR Web Equipment id generator Traveller
Other databases
LHC Parameters Etc.
CEDAR Web: Web interface to access data in any of the EDMS modulesEquipment id generator: Web application to generate unique id’s for equipment.MTF or Traveller: ‘Log book’ primarily developed for the LHC magnets. Eachtraveller contains a set of documents and tasks needed to be performed for theequipment.
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectLHC Baseline on the WEB (1)
From CERNFrom CERNHome Page:Home Page:www.www.cerncern..chch
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Management Tools for the LHC ProjectLHC Baseline on the WEB (2)
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Management Tools for the LHC ProjectLHC Baseline on the WEB (3)
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Management Tools for the LHC ProjectLHC Baseline on the WEB (4)
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConfiguration Management: QAP (1)
•• QualityQuality : a definitionSet of characteristics of a product or a service that bear
on its ability to satisfy stated and implicit needs“I know what I have to do”
“I say how I will do it”“I do what I said and I record it”
• Quality Assurance OrganizationOrganization– Overall Responsibility: LHC Project Leader– Deputy to the Project Leader for Quality Assurance– QA Working Group
• Members representing different groups and technologies• Chairman appointed ad personam
Quality AssuranceQuality Assurance
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConfiguration Management: QAP (2)
• What is Quality AssuranceQuality Assurance?– All the planned and systematic activities needed to
provide confidence to CERN Council, Project Management,Staff, Institutes, Contractors, Physics Users that a product or anactivity will fulfil its requirements.
Quality is everyone’s concern
•• How How Quality Assurance is achieved?–A common working method that provides traceability
�the origin of materials and parts�the processing (manufacturing) history�the operating location of the product
–Define and Document:�what, who, how, when things have to be done�who has to check that things have been done.
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConfiguration Management: QAP (4)
• Goals:– Coherent image– Guidelines for Content– Check List of actions
• Documents– Word (PC and Mac)– compiled in PDF (PS)
• Drawings– CAD packages in use– archived in CDD (HPGL)
• Illustrations– compiled in PDF
• Data Bases
Use of standard Tools and TemplatesUse of standard Tools and Templates
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Management Tools for the LHC ProjectConfiguration Management: QAP (5)
Naming and Numbering SystemsNaming and Numbering Systems
• Naming Conventions– Equipment codes: Drawings, Layouts, PBS– Building and CE works numbering
• EDMS Numbering System– Identification of project documents
Example: LHC-DCC-ES-0003– Internal EDMS number
• Part Identifier– Each item that is aimed to be tracked gets a Part
Identifier (bar code) assigned to enable uniqueidentification of each physical component.
– Valid also for LHC Experiments
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Management Tools for the LHC ProjectConfiguration Management: QAP (6)
Part Identifier for manufactured ItemsPart Identifier for manufactured Items1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
MACHINECODE
EQUIPMENT CODE SEQ. NUMBER SEPARATOR
PRODUCTION SITE
SEQUENTIAL NUMBER
PREFIX CONTROLLED BY CERN CONTROLLEDBY SUPPLIER
OR CERN
- CONTROLLED BYCERN
CONTROLLED BY SUPPLIER
PART NUMBER - SERIAL NUMBER
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
MACHINECODE
SCEM
Part Identifier for CERN stores ItemsPart Identifier for CERN stores Items
Part Identifier for COTSPart Identifier for COTS1 2 3 4 5 6 7 8 9 10
MACHINECODE
CCS CODE SEQUENTIAL NUMBER
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Management Tools for the LHC ProjectConfiguration Management: Release Process
Document Controller
ControlControl AuthorizationAuthorizationRequiredRequired
??
DOCUMENT RELEASEDDOCUMENT RELEASED
NONO
- DRAWINGS- ILLUSTRATIONS- TECHNICAL NOTES- GROUP PARAMETERS (in tables)
AuthorizationAuthorization
YESYES
Project Committee orApproval Group
DOCUMENT RELEASEDDOCUMENT RELEASED
- DRAWINGS (QAC A and general interest)- TECHNICAL SPECS- ENGINEERING SPECS- PROJECT PARAMETERS (in tables)
DocumentDocumentpreparationpreparation
IN WORKIN WORK UNDER APPROVALUNDER APPROVAL RELEASEDRELEASED OBSOLETEOBSOLETE
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Management Tools for the LHC ProjectConfiguration Management: Drawings
� Drawing practices andstandards (ISO & CERN)are respected
� No obvious mistakes oromissions
Design represents whatis required Design fits in with the overall
project requirements
Drawing life-cycle stamp
Quality Assurance Category
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Management Tools for the LHC ProjectConfiguration Management: ECR 1
No Class No ClassChange ofChange ofdocument onlydocument only
Project EngineerProject Engineer
Class IIClass IINo impact on cost -No impact on cost -schedule - interfacesschedule - interfacesComponent is differentComponent is differentbut interchangeablebut interchangeable
Parent ProjectParent ProjectEngineer in PBSEngineer in PBS
Class IClass IImpact on cost -Impact on cost -
schedule - interfacesschedule - interfacesComponent is notComponent is notinterchangeableinterchangeable
Project ManagementProject Management
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Management Tools for the LHC ProjectConfiguration Management: ECR 2
Notification ofrejection
Notification ofNotification ofrejectionrejection
NO
ECRECRpreparationpreparation
Anyone involvedin the Project- CERN- institute- company
Notification tooriginator
Notification toNotification tooriginatororiginator
NO
ValidValidRequestRequest
??ProjectEngineer
Notificationof change
NotificationNotificationof changeof change
YES
Project CommitteeProject Committeeor Approval Group or Approval Group and Parent & Childrenand Parent & Childrenin PBSin PBS
ECRECRacceptedaccepted
??
Committee ChairmanCommittee Chairmanor Approval Leaderor Approval Leader
Submit ECRSubmit ECRfor Commentsfor Comments
YES
Project Committee or Approval Group
NotificationNotificationof changeof change
NO
Parent & ChildrenParent & Childrenin PBSin PBS
YES ImplicationsImplicationsat Project Levelat Project Level
??
CARRY OUTCARRY OUTMODIFICATIONSMODIFICATIONS
OwnersOwnersof Documentsof Documentsor Dataor Data
ECOECO
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Management Tools for the LHC ProjectConfiguration Management: Approval Form
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConfiguration Management: Scheduling (1)
•• StrategyStrategy : the Master Schedule : the Master Schedule– defines a general frame for the project– identifies critical paths and milestones– is based on known ratios & oriented towards
outside communication– is revised once a year
•• TacticsTactics : Co-ordination Schedule : Co-ordination Schedule– scheduling of all work packages– feasibility of logistics– used for internal communication
•• Operational Operational : Detailed Schedules: Detailed Schedules– made by PE for his work packages– consolidated by planning section
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConfiguration Management: Master Schedule
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Management Tools for the LHC ProjectConfiguration Mngmt: Coordination Schedule
All work packages are shown with the machine expanded horizontally,and with time on vertical axis (Railways-like). LEP dismantling included.
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConfiguration Management: Scheduling (3)
Project Tracking
• Define work package and work flow– Use template for consolidation
• Work schedule– Split project into sub-projects (number of tasks< 25)– Do not underestimate task duration
• Follow up– Needs be done periodically but consistently– Do not hidden your delay behind expected delays
from other projects, contracts, …– Report drifts and try to define corrective actions
• An example: MTC– Milestone Trend Chart (“Diagramme date-date”)
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectProject Tracking: Installation Preparation
• Definition of Work Packages– Person in charge, Resources, Time duration– Boundary conditions (auxiliary services and facilities)
• Integration in Co-ordination Schedule– Sequencing, interference with other systems– Compatibility with general strategy
• Schedule per work site– Detailed co-ordination schedule– Surface occupancy for each period– Temporary facilities: barracks, handling, …
• Réunions de chantier (after LEP stop)
Warning: INB requires radiation control
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectExperience and Conclusion
• Status in March 2000– Started in 1998 (CDD in 1996)– About 600 documents attached to SW Baseline, with
50% with drawing folders (17 000 drawings total)– 3000 accesses/month, of which 600 outside CERN
• Problems encountered– Logics in breakdown decomposition– Reluctance for releasing information– Keeping the baseline up-to-date– Learning how to use new tools
Convincing rather than imposing
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConclusion (1)
• EDMS:– is not “Electronic Decision Making System”– cannot solve management and communication
problems– its usefulness is given by the reliability of the data it
contains
• Remember:– of potential consequences if the PE’s are not using
the same information everywhere at the same time– of detrimental effects of delayed/unknown decisions– design is not frozen forever when document versions
are controlled and archived.
P. Faugeras 4 May 2000
Management Tools for the LHC ProjectConclusion (2)
A small investment is required:A small investment is required:– Everybody must follow a set of common rules
kept to a minimum– Each user must have a decent computer and
learn how to use the system
A large return can be expected:A large return can be expected:– Full project baseline available, world wide
and at finger tip– Hectic/dramatic changes can be avoided– Easier and faster progress with money saving– Later reference always possible (operation)