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Final Presentation, ESTEC, 15 Sept 09 [email protected]
CREW EXPERT TOOL IOto Support Crew Autonomous Operations in
Complex Human Spacecraft
Systems Engineering & Assessment Ltd in the framework of
European Space Agency contract 21584/08/NL/HE
Iya Whiteley
Olga Bogatyreva
Ed Soldat
Chris Johnson
Anne Bruseberg
Martin Townend
- SEA
- Univ. of Bath
- SEA
- Univ. of Glasgow
- SEA
- SEA
Final Presentation
ESTEC, 15 Sept 09
CREW EXPERT TOOL IO
WHY:
To investigate how to support crew in
problem-solving
To enable ESA to support autonomous
operation of the crew on long-duration
missions to the Moon and Mars
2Final Presentation, ESTEC, 15 Sept 09
CREW EXPERT TOOL IO:
Adjusting the Direction of the CET IO
ESA Parallel studies awarded
EADS Astrium, Science & Technology B.V., Space Applications
Services & TNO
SEA with Glasgow University & University of Bath
Direction of SEA’s study re-defined
WHY: To avoid duplication of the effort
CORE REMAINING:
To enable ESA to support autonomous operation of the crew on
long-duration missions
DIRECTION CHANGE TO:
To investigate how to support crew in problem-solving
3Final Presentation, ESTEC, 15 Sept 09
Stages of the Study
TN1 – Problem solving process & review of techniques
Defined a range of problem solving crew functions in
current & future autonomous operations; confirmed
through user interviews
Reviewed tool & techniques to support them
TN2 – Iterative design & assessment process for
the Crew Expert Tool (CET IO)
Devised a matrix for definition of scenarios
Defined iterative design & assessment process with
user involvement
4Final Presentation, ESTEC, 15 Sept 09
Stages of the Study
TN3 – Requirements baseline & technical specification for CET IO
Defined preliminary functional requirements for interactive CET IO
Defined preliminary user interface requirements for interactive CET IO
TN4 – Design & assessment of the CET IO proof-of-concept demonstrator
Designed & evaluated CET IO proof-of-concept demonstrator with astronauts
Provided recommendations for development & evolution process of CET IO
5Final Presentation, ESTEC, 15 Sept 09
TN1: Expert Tool to Support Crew
Autonomous Operations in Complex
Human Spacecraft Context Definition & Literature Review
Columbus Manuals & Procedures – studying current problem-
solving related procedures & practices
General Problem-Solving theory
Studying Problem-Solving techniques & how experts execute them
in complex systems & LEO (e.g. Apollo, MIR, Shuttle, ISS)
User Interviews
Three Semi-structured interviews with astronauts
Identified current problem-solving activities in LEO
Identified user tasks for future autonomous operations
Definition of the initial Crew Expert Tool
6Final Presentation, ESTEC, 15 Sept 09
TN1: Context of Autonomous Operations
in Complex Human Spacecraft
Future Operations Context
Failures will not always be covered by easily accessible
spare parts
Crew may lack the repair tools on-board
Mission control will not be always accessible, especially
as time-delay increases or due to communication failure
Crew will be mentally & physically stretched on a long-
duration mission
Missions do bring surprises:
• Crew may be cut off from life-critical resources - e.g. Apollo 13
• Space debris – e.g. Shuttle window cracked on STS-007
7Final Presentation, ESTEC, 15 Sept 09
TN1: Context of Autonomous Operations
in Complex Human Spacecraft
Example of Crew Quotes:
Astronaut on where issues could originate:
“… other problems can come from issues of team performance rather than
component failure. Members of the crew may have missed a step in a key
procedure (e.g. release of the satellite) …
…or where miscommunication has occurred (e.g. capture of the satellite at
the wrong moment) .”
Astronaut on problem-solving tasks:
“… to solve a problem…
…The crew needs to have the capability to analyse the situation and…
…to analyse the situation they need to go through six steps with sub-steps…
8Final Presentation, ESTEC, 15 Sept 09
TN1: Problem-Solving Cycle
in Theory & Practice
Comment about current Problem Solving strategy:
“… go through six steps with sub-steps…
Identify that something is wrong;
What is it that‟s wrong?
What is the criticality?
If time permits… solve
the problem or compensate
for side-effects;
What can I do eliminate the
progression of the problem;
What is the next failure?”
Define the nature of the
problem
Allocate mental &
physical resources
Represent the problem
mentally
Develop a strategy to
solve it
Evaluate the solution for
appropriateness &
correctness
Monitor progress
towards the solution
Recognise or identify the
problem
Organise knowledge
about the problem
1
2
3
4
5
6
7
8
PROBLEM SOLVING
CYCLE
9Final Presentation, ESTEC, 15 Sept 09
TN1: Problem-Solving Cycle more suited
for autonomous crew
Define the nature of the
problem
Allocate mental &
physical resources
Represent the problem
mentally
Develop a strategy to
solve it
Evaluate the solution for
appropriateness &
correctness
Monitor progress
towards the solution
Recognise or identify the
problem
Organise knowledge
about the problem
1
2
3
4
5
6
7
8
PROBLEM SOLVING
CYCLE
MonitorMaintain
Detect
Diagnose
Predict
Prevent
1
Additional Crew Activities
embedded in the cycle
based on
Literature Review &
User Interviews,
i.e. Astronauts
10Final Presentation, ESTEC, 15 Sept 09
CET IO Design Concept
Selection of TRIZ for CET IO
Theory of Inventive Problem Solving
Relies on utilising existing
resources
Versatile range of techniques
to systematically identify
potential problems
Permits the definition of
multiple solutions
11Final Presentation, ESTEC, 15 Sept 09
CET IO Design Concept
Contains seven problem
solving stages
Systematically takes the
expert from problem
definition to generation of
numerous solutions
Utilises & maximises users’
own expertise & creativity
12Final Presentation, ESTEC, 15 Sept 09
Define the nature of the
problem
Allocate mental &
physical resources
Represent the problem
mentally
Develop a strategy to
solve it
Evaluate the solution for
appropriateness &
correctness
Monitor progress
towards the solution
Recognise or identify the
problem
Organise knowledge
about the problem
1
2
3
4
5
6
7
8
PROBLEM SOLVING
CYCLE
CET IO Design Concept
CET IO Seven Problem-Solving Stages
Problem Detection
System & Context
Definition
Problem Location
Ideal Result
Resource Identification
Solution Definition
Solution Revision
13Final Presentation, ESTEC, 15 Sept 09
TN2: CET IO – Iterative Design Process
Define the nature of the
problem
Allocate mental &
physical resources
Represent the problem
mentally
Develop a strategy to
solve it
Evaluate the solution for
appropriateness &
correctness
Monitor progress
towards the solution
Recognise or identify the
problem
Organise knowledge
about the problem
1
2
3
4
5
6
7
8
PROBLEM SOLVING
CYCLE
Requirements
Specification Phase
Test PhaseDesign Phase:
Critical Design Review
Refurbish Phase
Operation Phase
Concept &
Feasibility Phase
Build Phase
1
2
3
4
5
6
7
8
ITERATIVE DESIGN
& LIFE CYCLE
Design Phase:
Preliminary Design
Review
Human Computer Interaction
Requirements (HCIR)
HCI Integration
HCI Evaluation
1
Operation Analysis
Training Design
HCI Evaluation &
Recommendations
Operation Log
Lessons
Learned
Camera &
Microphone
Field of
views
Analyst
Crew 1
Crew 2
Cre
w 3
14Final Presentation, ESTEC, 15 Sept 09
TN2: CET IO – Iterative Design Process
CET IO Working Group
Objective: Produce & agree on the final design of CET IO
Represents all of stakeholders’ interest throughout the design process:
• Chief Designer
• Potential Users
• Customers
• System Engineers
• Cognitive Engineers
• Human Computer Interaction Experts
15Final Presentation, ESTEC, 15 Sept 09
TN2: CET IO – Iterative Design Process
CET IO Working Group Activities:
Evaluation of operational effectiveness of the proposed design
Clarification of operationally required functionality & scenarios
related to mission objectives
Development of the overall design & operational philosophy
with the ground & flight crew
Review of proposed designed changes & monitor iteration
throughout the design process
Monitor human-system integration & compatibility issues with
others tools & systems
Request feedback & concerns from individuals – through
incident reporting
16Final Presentation, ESTEC, 15 Sept 09
TN3: Crew Expert Tool IO concept
Based on Theory of Inventive Problem Solving techniques & principles
Envisaged the use of structured database of spacecraft’s & habitat’s systems & its components
Smart tagging will be integrated with a structured database which will help the crew to locate required components
Smart tagging will have each component’s specific data that will allow identifying systems & components primary & secondary functions once disassembled
Structured database & Smart tagging will need to be updated with changes made to the system throughout the mission – to allow the crew to trace changes
Define the nature of the
problem
Allocate mental &
physical resources
Represent the problem
mentally
Develop a strategy to
solve it
Evaluate the solution for
appropriateness &
correctness
Monitor progress
towards the solution
Recognise or identify the
problem
Organise knowledge
about the problem
1
2
3
4
5
6
7
8
PROBLEM SOLVING
CYCLE
MonitorMaintain
Detect
Diagnose
Predict
Prevent
1
17
CET IO system boundaries
Roles
Crewmember
Ground Controller
Ships‟ Monitoring
Systems
Reference
Information
Repository
Simulation Tools
uc CET Context Diagram
CET
Crewmember
Ships Monitoring
Systems
Solve Problem
Ground Controler
Reference Information Repository
Simulation Tools
18Final Presentation, ESTEC, 15 Sept 09
CET IO Composite Structure
CET IO
CET IO Laptop
Handheld Scanner
Location Model
composite structure CET
CET
Handheld Scanner
Location Model
CET Laptop
19Final Presentation, ESTEC, 15 Sept 09
TN4: CET IO - Design & Evaluation of a
Complex Human Spacecraft Problem Solving Tool
CET IO Design
Expert User Evaluation
Recommendation for Development
20Final Presentation, ESTEC, 15 Sept 09
Experts Problem Solving
Working with Astronauts
Day 1: Investigated how the existing crew
would solve unanticipated issues
autonomously (without CET IO)
Day 2: Evaluated & gained feedback on the
initial proof-of-concept tool – CET IO
21Final Presentation, ESTEC, 15 Sept 09
Day 1: Experts Problem Solving
Objective:
Investigate how crew would currently address
anticipated problems (without MC) to inform CET IO
In three different contexts:
Souyz, Shuttle & ISS
Observation Method:
Cued-Recall-Debrief
22Final Presentation, ESTEC, 15 Sept 09
Day 1: Experts Problem Solving
Cued-Recall-Debrief Setup
Recording Team
Problem-Solving Session
1 hr exercise
3 team members
Uninterrupted
All wearing Head-
Mounted-Cameras
Team explores
possibilities of dealing
with a broken smoke
alarm situation, which
cannot be replaced
Camera &
Microphone
Field of
views
Analyst
Crew 1
Crew 2
Cre
w 3
23Final Presentation, ESTEC, 15 Sept 09
Day 1: Experts Problem Solving
Cued-Recall-Debrief Method Cue-Recall-Debrief
Individual Debrief Session
In real-time & non-intrusive
Accurate recollection of their thought processes Recollection of pre-verbal experience & episodic memory
User doesn‟t take it personally, „out-of-sight, out-of-mind‟
Avoid distortion of user experience
Field of
view
Analyst Crew 1
Laptop
24Final Presentation, ESTEC, 15 Sept 09
Recommendations from the Crew
DAY 1: Concept Development
Exercise Observations
Followed a generally accepted problem solving
process
Problem solving stages were followed at
random
Explored the problem using interchangeably
three different approaches
25Final Presentation, ESTEC, 15 Sept 09
Day 2: Experts Evaluating CET IO
Short introduction to TRIZ principles & concept of the tool
Joint Short Demo of the CET IO
Crew individually problem solving using CET IO
Individual Cued-Recall-Debrief Field of
view
Analyst Crew 1
Laptop
26Final Presentation, ESTEC, 15 Sept 09
Recommendations from the Crew
DAY 2:
Evaluation & Feedback
User interface evaluation (Proof-of-Concept)
• Improving data input & editing options, including
voice
• Refinement of cues & questions
• Provide more insightful overview of the whole CET
IO tool structure
• Provide access to databases via the tool
27Final Presentation, ESTEC, 15 Sept 09
Recommendations from the Crew
DAY 2:
Evaluation & Feedback
Concept development suggestions
• Extending from individual to team to two remotely
collaborating teams
• Incorporation of existing troubleshooting & problem-
solving procedures
• Make the CET IO a crewmember
28Final Presentation, ESTEC, 15 Sept 09
Recommendations from the Crew
DAY 2:
Evaluation & Feedback
General Recommendations
• Using the same group of astronauts
• Allow longer time for training & evaluation
• Maintain Human Factors/Human Computer
Interaction experts involvement throughout the tool
design
29Final Presentation, ESTEC, 15 Sept 09
Recommendations
for CET IO Development
Future Studies
Concept refinement and development
Scenario generation matrix
Database taxonomy development
30Final Presentation, ESTEC, 15 Sept 09
Recommendation for Future Studies:
Concept refinement & development
CET IO Iterative Design &
Life Cycle process
Resources:
TIMESCALE
• 12 to 18 months
EXPERTISE –
• Human Factors
• TRIZ Consultant
• Database Engineer
• Software Engineer
• Users as Consultants
Requirements
Specification Phase
Test PhaseDesign Phase:
Critical Design Review
Refurbish Phase
Operation Phase
Concept &
Feasibility Phase
Build Phase
1
2
3
4
5
6
7
8
ITERATIVE DESIGN
& LIFE CYCLE
Design Phase:
Preliminary Design
Review
Human Computer Interaction
Requirements (HCIR)
HCI Integration
HCI Evaluation
1
Operation Analysis
Training Design
HCI Evaluation &
Recommendations
Operation Log
Lessons
Learned
31Final Presentation, ESTEC, 15 Sept 09
Recommendation for Future Studies:
Concept refinement & development
32Final Presentation, ESTEC, 15 Sept 09
Assess recommended improvements
Assess improved functionality
Assess interface improvements
Refine cues & questions
Commence detailed design
Cognitive Work Analysis
Working with scenarios
CET IO Working Group
Recommendation for Future Studies:
Scenario generation matrix
Develop Systematic Scenario Generation
Process
Resources:
TIMESCALE –
18 to 24 months for initial matrix structure
set up, followed by periodic updates up to
the mission
EXPERTISE –
Human Factors, TRIZ Consultant, Incident &
Accident Investigator, Future Mission
Experts, Spacecraft and Mission Equipment
Specialists, Database Engineer, Software
Engineer, Users as Consultants
33Final Presentation, ESTEC, 15 Sept 09
Recommendation for Future Studies:
Scenario generation matrix
Retrieve specialists’
experience & expertise
in specific systems
Integrate lessons
learned from analogous
environment studies,
accident & incidents
Scenarios to be used
throughout crew
mission training to
populate the tool’s
database with solutionsWear and tear of the
habitat
Scenario Generating Matrix (SG-Matrix)
Definition of Environment
& Protective Shells
34Final Presentation, ESTEC, 15 Sept 09
Super-system
System
Sub-System
SPACE
DEBRIS
Super-system
COLUMBUS
EXTERNAL
ARCHITECT.
System
WELDED
SHELL
PANELS
Sub-system
PANELS
Super-system
System
Sub-System
RUPTURE
THE PANEL
PRE-CURSOR STRESS EFFECT
Energy &Information
Substance
Space
Structure
Time
Definition of Environment
& Protective Shells
Context-defining
dimensions
Scenario Generating Matrix (SG-Matrix)
Recommendation for Future Studies:
Database Taxonomy Development
Resources:
TIMESCALE –
12 to 18 months for initial setup of the
database taxonomy structure,
followed by periodical updates up to
the mission as new equipment
becomes available
EXPERTISE –
Human Factors, TRIZ Consultant,
Database Engineer, Software
Engineer, Users as Consultants
36Final Presentation, ESTEC, 15 Sept 09
Recommendation for Future Studies:
Database Taxonomy Development
Investigation of usefulness
of existing databases
Assessment of their
structure & how they can be
adapted for the CET IO
access
Establish requirements
for hardware equipment
developers to inform
databases at the level of
detail required to help the
crew
37Final Presentation, ESTEC, 15 Sept 09
Recommendation for Future Studies:
Database Taxonomy Development
Structure database to provide answers on use
of systems resources e.g.:
What parts of the system‟s components can be
disassembled & used?
What other functions they can perform once
dismantled?
What materials they are composed of?
What physical & chemical properties they posses?
38Final Presentation, ESTEC, 15 Sept 09
Iya Whiteley [email protected]
Chris Chaloner [email protected]
Crew Expert Tool (CET IO) team:
Dr Iya Whiteley – SEA
Dr Olga Bogatyreva – University of Bath
Ed Soldat – SEA
Prof Chris Johnson – University of Glasgow
Dr Anne Bruseberg – SEA
Martin Townend – SEA
39Final Presentation, ESTEC, 15 Sept 09