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Recommendations for System Engineers

Follow Best Practices in Systems Engineering

Systems engineering is a multidisciplinary approach for developing, specifying and managing automation and information systems. Systems engineering is a maturing discipline and several standards are emerging as recommended practices. The following sections only touch on some systems engineering highlights. Readers should refer to organizations, such as INCOSE and other standards organizations within the IEEE and ISO/IEC, for a more complete treatment of systems engineering as an emerging technical discipline. 

  • Drive Systems with Stakeholder Requirements. Systems engineering emphasizes the need to effectively capture and develop requirements that are driven by stakeholders. It is important to incorporate a variety of perspectives in the requirements elicitation process, including individuals managing systems as well as those considered as end users. Requirements specifications are an important part of any system development process. It should be noted that robust approaches to requirements include provision for services and functions that may not be initially foreseen.

  • Apply Architecture Development Concepts. The energy industry must apply architecture development and design principles when developing automation and information systems. The disciplines for developing architecture are beginning to mature and are a necessary step in the scale of integration and advancements now foreseen for the energy industry. Architecture concepts seek to understand and document systems from an enterprise and industry-wide integration perspective. This perspective is required to overcome the limitations of component or systems development carried out without a sufficiently broad vision.

  • Migrate toward Standard Terminology. The energy industry must migrate toward using standardized terms for both business and technical domains. The IntelliGrid Architecture project has adopted terms within the context of the project to enable appropriate linkages within the model and in documents. However, it is clear that many terms are overburdened and suffer from multiple definitions. The industry needs to take steps to define terms and their context for consistent usage. Standardization of terminology within technical and business domains remains an industry issue that can be addressed by contributions to key standards organizations and appropriately referenced. The IntelliGrid Architecture project seeks to integrate and reference key definitions from IEC, IEEE, ANSI and other organizations.

  • Use Standardized Notation for System Description. Using standardized notation, such as the Unified Modeling Language (UML), for documenting and designing advanced automation systems helps reduce the ambiguities inherent in natural language. While UML is currently supported with a variety of available tools, UML for describing architectures is a maturing technology. The industry should continue to follow the development of UML and UML for ODP now under development in the International Organization for Standardization

  • Develop System Designs with Complete Specifications Sets. Baseline automation systems are often underspecified from several perspectives: the applications are single or narrow in purpose; the overall architecture as well as network and systems management are not adequately specified; and security; if present at all, is not robustly specified. These inadequacies lead to pilot projects that are limited in scalability and integration. Systems designs must be specified, as fully as possible, from project conception including robustness in the design.

  • Use IntelliGrid Architecture Requirements as a Starting Point for Systems Development. IntelliGrid Architecture requirements can be a starting place for most advanced automation systems that will confront enterprise or industry-level architectural issues. IntelliGrid Architecture requirements, which are captured in the Use Cases templates, represent a sampling of advanced automation and communication systems. These use cases were developed at an architecture level and are useful for understanding the strategic breadth and reach of future applications to understand how systems will need to interoperate at higher levels. These use cases are not exhaustive, nor are they at the detail of design level requirements for specific equipment. They can, however, be used as a useful project starting point.

  • Use IntelliGrid Architecture as a Basis for Understanding a Unified Approach. The IntelliGrid Architecture Technology Independent Architecture provides a platform for off the shelf interoperability. This architecture can be used as the unifying construct for new system deployments.

  • Use IntelliGrid Architecture Analyses as a Basis for Understanding Capabilities and Limitations of Available and Emerging Technologies. The IntelliGrid Architecture team analyses included an assessment of existing and emerging technologies against the requirements gathered for specific applications. These analyses can be used to understand the capabilities and limitations of technologies today as well as identifying where more work is needed to develop more capabilities in new standards.

 

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