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Systems of Systems Engineering and the Pragmatics of Demand
Software Engineering Institute
Carnegie Mellon University Pittsburgh, PA 15213
Philip Boxer, Bernie Cohen, Bill Anderson, Ed Morris
9th April 2008
Copyright © Philip Boxer 2008 1
The focus of the talk
Q1: How do we analyse systems of systems that do not have pre-defined boundaries?
Q2: How do (socio-technical) systems of systems align themsleves to changing varieties of demand?
– Healthcare systems
– Edge-driven military systems
A (1 and 2): By understanding how the pragmatics of demand translate into geometries-of-use
– Geometries-of-use are particular patterns of interoperation
– The agility of a SoS is a function of the variety of geometries it can support
Copyright © Philip Boxer 2008 2
The US DoD perception of the evolution of SoS
Source: US DoD Enterprise Architecture Technical Reference Model [v0.04 dated 20 August 2005, http://www.defenselink.mil/cio-nii/docs/DOD_TRM_V0.4_10Aug.pdf]
Organizational
silos
Process Chains
Copyright © Philip Boxer 2008 3
CHALLENGE
How are all these systems to interoperate?
Copyright © Philip Boxer 2008 4
Organisation affects semantics in unpredictable ways
Each represents the engineering of a meaning in terms of the particular way it is implemented
Understanding the meaning depends on understanding
exactly how it has been implemented
layer 1: Machine Level Interoperability (lexis)
layer 4: Organizational Interoperability (shared understanding of organizational processes)
layer 3: Semantic Interoperability (shared understanding of meaning)
layer 2: Syntactic Interoperability (language syntax)
Eg TCP/IP protocol
Eg C++, Java, XML
Often domain specific
Key here is the way things are understood to be
actionable
Standards try to base semantic issues on syntax – if you say it like this, then this is what you
must mean…
Standards are not enough
Source: Why standards are not enough to Guarantee End-to-End Interoperability, Lewis et al, 2008
Copyright © Philip Boxer 2008 5
The layers read into
a particular context
Stratification layers
We have some missing layers…
1: Machine Level Interoperability (lexis)
2: Syntactic Interoperability (language syntax)
3: Semantic Interoperability (shared understanding of meaning)
4: Organisational Interoperability (shared understanding of organizational processes)
5: Situational Interoperability (the way a situation is engaged with)
6: Effects Environment (the contexts-of-use in which effects are created)
effect
decisive moment
composite capability
operational capability
fielded capability
equipment capability
Engineering constraints
‘supply-side’
pragmatic constraints
‘demand-side’
The size of this overlap depends on how over-
determining are the engineering constraints
Copyright © Philip Boxer 2008 6
Modeling SoS Complexity in Context
Visual PAN† Models—a layered, graphically represented, relational model whose schema is identified by the study team and which is populated by subject matter experts in a workshop setting
Analysis is done in Three Stages:
† PAN (Projective ANalysis) is used with permission of BRL.
Defining this stratification involves modeling the forms of interoperability defining a system of systems (SoS) involved in the launch of a NATO modernization program....
…. Including the many ground and airborne systems and diverse organizations (as virtual systems) required to operate and sustain the NATO AWACS fleet.
Interoperability Landscapes—3-D histograms, derived by the study team from the PAN Matrices considered as simplicial complexes, which are the primary representation for reasoning back to the stakeholder community
Stratification Matrices—a stratified collection of Boolean matrices, derived from the Visual PAN Models by relational operators defined by the study team, that relate the supply side and demand side structures of the client's enterprise
Copyright © Philip Boxer 2008 7
a campaign plan
Decisive Moments
6: Effects 6
Composition to Achieve Effects
We can think of this stratification as a stepped series of matrices:
‘supply-side’
‘demand-side’
Composite Capabilities a mission
5
Synchronization
Operational Capabilities
a geometry of use
4
a force element Fielded Capabilities
3
Customization
Orchestration
an activity chain
Equipment Capabilities
1
2
Value-chain management
Copyright © Philip Boxer 2008 8
THE PRAGMATICS OF DEMAND
So how do we look more closely at the demand-side from which the ‘pull’ is coming? Analysing ‘geometries of use’
Copyright © Philip Boxer 2008 9
Demand – what are the effects being supported?
Pro
ble
m
do
mai
n
Drivers of situations
Situation 3
Situation 1
impacts on
context-independent demand
impacts on
c-level
Kn
ow
led
ge d
om
ain
The particular mission environment
mission
Uses composite capabilities
Demand Situation A (an overall threat situation)
Demand Situation B (an overall threat situation)
Situation 4
Situation 2
context-independent demand
Situation 5
mission
mission
mission
mission
Copyright © Philip Boxer 2008 10
Matrix 6: An effects ladder
(Isolate the Battlefield)
(Deny Access)
Destroy Fuel
Reserve
Destroy Bridge 1
Destroy Bridge 2
Reverse River
Crossing
Halt Second Echelon Destroy
Enemy Will
Win the War
Traffic Density Units in Bivouac Acceleration of Straggler Count
River Clear
DMPI 1 DMPI 2
Carpet Bomb
Drop Leaflets
Objective
Indicator
Effect Desired
• direct effect
• indirect effect
• complex effect
• cumulative effect
Effects Based Operations Terms
Task/Activity
(Mechanism)
Source: M. McCrabb, “Effects-based Operations: An Overview” Available: http://www.au.af.mil/au/awc/awcgate/af/ebo.ppt.
Copyright © Philip Boxer 2008 11
En
em
y c
rosse
s b
oa
rde
r
En
em
y r
ea
ch
es r
ive
r
En
em
y c
rosse
s r
ive
r
Re
cce
ap
pro
ach
es e
ne
my
Re
cce
co
mn
es in
to c
on
tact
with
en
em
y
En
em
y r
ea
ch
es m
ee
tin
g e
ng
ag
em
en
t lo
ca
tio
n
Me
tin
g e
ng
ag
em
en
t
En
em
y d
efe
ate
d
En
em
y f
ollo
w-o
n f
orc
es a
dva
nce
Composite Capabilities
X X X X X X X X Support Recce
X X Identify enemy routes
X X X X Report state
X X X Identify crossing
X X X Continuous observation
X X X X Detect and Track
X X X X X Cue strike
X X X X Bda
X X X Monitor
X X X X Identify tragets
X X X Identify patrols
X X X X Support deception
X X X X X X X X X Report movement
Decisive Moments
Reverse River
Crossing Synchronisation Matrix 5
Copyright © Philip Boxer 2008 12
Forc
e e
lem
ent 1
Forc
e e
lem
ent 2
Forc
e e
lem
ent 3
Forc
e e
lem
ent 4
Forc
e e
lem
ent 5
Forc
e e
lem
ent 6
Forc
e e
lem
ent 7
Forc
e e
lem
ent 8
Forc
e e
lem
ent 9
Forc
e e
lem
ent 10
Forc
e e
lem
ent 11
Forc
e e
lem
ent 12
Forc
e e
lem
ent 13
Forc
e e
lem
ent 14
Composite Capabilities
x x x x x x Support Recce
x x x x x x x x Identify enemy routes
x x x x x x x Report state
x x x x x x x x x Identify crossing
x x x x x x Continuous observation
x x x x x x x Detect and Track
x x x x x x Cue strike
x x x x x x x x x x Bda
x x x x x x x x x x Monitor
x x x x x x x Identify tragets
x x x x x Identify patrols
x x x x Support deception
x x x x x x x x Report movement
Operational Capability
Geometries-of-use Matrix 4
Copyright © Philip Boxer 2008 13
Geometry-of-use Landscape
The more jagged the landscape, the greater the variety of geometries
These two geometries are placed next to each other because there share common force elements, and are also different
to their neighbours
This is a specialised geometry that has limited elements in common
with other geometries
‘q’ measures the extent of shared force elements
n
‘n’ measures the number of other
geometries with that level of shared force
elements
Copyright © Philip Boxer 2008 14
TO CONCLUDE
Copyright © Philip Boxer 2008 15
To Conclude
An effects ladder can be analysed in terms of the geometries needed to support the sequences of events generating its decisive moments.
The variety of geometries across an appropriate number of effects ladders defines the degree of agility required of the supporting systems of systems.
This requisite variety can then be used to define the granularity of the functionality that the supporting systems need to provide.
Copyright © Philip Boxer 2008 16
END
Copyright © Philip Boxer 2008 17
Enemy crosses border
Enemy reaches
river
Enemy crosses
river
Recce approaches
enemy
Recce contacts enemy
Enemy reaches location
Meeting engage-
ment
Enemy defeated
Event Sequence contained within Decisive Moment
Reverse River
Crossing
The Sequence of Events contained in the Decisive Moment
Copyright © Philip Boxer 2008 18
The limitations of ‘Whole Product’ Thinking
The supplier cannot anticipate all the ways in which their product will be used.
“In marketing, a whole product is a generic product augmented by everything that is needed for the customer to have a compelling reason to buy. The generic product is what is usually shipped to the customer. The whole product typically augments the generic product with training and support, manuals, cables, additional software or hardware, installation instructions, professional services, etc.”
http://en.wikipedia.org/wiki/Whole_product
‘Push’
Copyright © Philip Boxer 2008 19
The shift from ‘push’ to ‘pull’ logics
A (socio-technical) system of systems must support a wide variety of operational effects
– Healthcare
– Edge-driven responses to threats
‘Pull’
Orchestration & Synchronisation
Materiel & Technology
Leadership & Education
Facilities & Infrastructure
Doctrine & Concepts
Shared Culture &Trust
Situational Awareness
Force Cohesion &
Training
Edge Organisation
Operational Effects
Copyright © Philip Boxer 2008 20
How do we move from a ‘push’ to a ‘pull’ perspective?
We need a way of thinking through how the ‘push’ perspective can be aligned to the other ‘pull’ perspective.
Model ‘Push’
Operational
Effects
Orchestration &
Synchronisation
Situational
Awareness
Doctrine &
Concepts
Materiel &
Technology
Shared
Culture
&Trust
Edge
Organisation
Leadership
& Education
‘Pull’
Force
Cohesion &
Training
Facilities &
Infrastructure
Copyright © Philip Boxer 2008 21