Using the Systems Engineering Method to Design A System Engineering Major at the United States Air Force Academy

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Using the Method to A System Major at the United States Air Force Academy 1387 J. E. Bartolomei, S. L. Turner, C. A. Fisher United States Air Force Academy USAF Academy CO 80840 (719) 333-2531 Abstract: In response to an articulated customer need for more engineering graduates who can think in systems engineering terms, the United States Air Force Academy recently began the process of developing a new undergraduate academic major in systems engineering. An interdisciplinary team of engineering educators, computer science and behavioral science professors, employed a robust systems engineering process to design the major so that the needs of all constituencies would be met during a time of constrained resources. In true systems engineering fashion, the team created a robust program architecture based on customer needs and requirements, a review of existing programs, and a forward-looking concept of operations. The architecture not only included the curricular design, but also addressed other aspects of the system, to include organizational design, marketing, and research. The systems engineering methodology allowed the team to establish the systems engineering major in an efficient, thorough, and organized manner. In less than a year the systems engineering major was in place with over 30 students enrolled. This paper will present the entire developmental process, describe the major in detail, and discuss how a systems engineering framework can be used to easily meet all ABET General Criteria. Introduction: While various authors advocate many formal definitions of system, a system may be defined as an integrated composite of people, products and processes that provide a capability to satisfy a stated need or objective. Using this definition as a starting point, Academy professors formed an interdisciplinary tiger team and applied the systems engineering process to determine customer requirements and constraints, evaluate curriculum alternatives, and developed a forward-looking concept of operations for a new academic major in systems engineering. The systems engineering process and a systems life-cycle approach provided an excellent framework for developing the many facets of the major while simultaneously addressing ABET Criteria. Page 9.1392.1

System USAFA s Approach Conceptual Preliminary Detail GOALS: Customer-focused Iterative Process Continuous Improvement Production/ Construction Utilization/ Support Figure 1: Tailored Version of Life-Cycle Conceptual Process Phase 1: Conceptual Definition of Need Identify customers Identify stakeholders Conceptual Perform Feasibility Study Define Requirements Research Review other Undergrad curriculum Review literature on curriculum development Figure 2: Phase 1 of the Process The first step in developing the major was the Conceptual phase where the team identified the customers, performed needs analysis, researched other undergraduate programs, and developed a conceptual design. Customer Identification: Our primary customer is the United States Air Force (USAF), where all of our graduates will serve for a minimum of five years. The Air Force Academy s mission is to inspire and develop outstanding young men and women to become Air Force officers with knowledge, character, and discipline, motivated to lead the world s greatest air and space force in service to the nation. During their four-year undergraduate program, all cadets complete a rigorous academic major in basic science, engineering, social sciences, or humanities. Cadets interested in engineering may choose from one of the eight ABET-accredited engineering majors. In the past, due to the highly technical nature of Air Force systems, cadets with the requisite interest and academic ability have been encouraged to choose one of the engineering majors. Even though most of the traditional engineering majors, such as aeronautical or mechanical engineering, have elements Page 9.1392.2

of systems engineering imbedded in their programs, the Air Force Academy did not have an engineering major explicitly dedicated to systems engineering. Definition of Need: The U.S. Air Force desperately needs airmen and a vibrant civilian workforce with science, technology, and systems- engineering skills. Dr. James Roche, Secretary of the Air Force. Recent notable engineering failures and cost overruns of several major governmental acquisition projects have been traced to a lack of systems engineering principles and practices. Examples include the failure of the USAF s SBIRS satellite constellation, and a $500M cost overrun of the F-22 Advanced Tactical Fighter aircraft. As a result, our Air Force senior leadership recognized the need for engineering officers who could address cost, schedule, performance, and technical risk simultaneously within the complex acquisitions environment, to include a systems view of battlespace. In early fall of 2002, the Air Force Chief Scientist, Dr. Alex Levis, visited the Air Force Academy engineering faculty leadership and presented an approach to systems engineering he believed would be appropriate for future Air Force officers. He explained that the senior Air Force leadership wanted a system architectures-based program emphasizing a systems-ofsystems approach to systems development and operations. In this discussion, he presented a systems engineering pyramid to describe the critical elements of systems engineering, and the need for a program that would equip our future officers to influence the integration of hardware, software, and humans into large, complex systems that evolve over time; from requirements generation to lifecycle management and costs. Pyramid Hardware Integration Software Human Analysis Figure 3. Dr. Levis Pyramid Research: With the help of Dr. Levis and other leaders of systems engineering programs, the tiger team surveyed the finest system engineering programs in the nation, including the majors currently in place at West Point and the Naval Academy, as well as base-lining the curriculums of the other major systems engineering undergraduate programs. Through this process, Air Force Academy faculty were able to better understand how the concepts of systems engineering are presented at Page 9.1392.3

the undergraduate level, as well as discern the requirements for the Air Force Academy s unique systems engineering program. Conceptual of the Curriculum: Conceptual USAFA Curriculum Management Analysis and Control Information Computer Science, Software Communication, MIS Disciplines Integration System Architecting, System and Development Humans Cognitive, Human Factors Analysis Operations Research, Economics, Mathematics Figure 4: Conceptual for Baseline Curriculum Based on identified customer needs and information of other programs, the tiger team developed a conceptual design for the baseline curriculum. The program would emphasize a system-ofsystems approach, consisting of a rigorous systems engineering sequence augmented with studies in human systems, operations research, and program management. The program will also leverage the Air Force Academy's robust and broad-based 85-semester hour core program consisting of required courses in humanities, social sciences, basic sciences, and engineering. In addition, the team developed a conceptual picture of the program and translated it into a conceptual design similar to existing ABET accredited systems engineering programs. The goal of the conceptual design was to interpret the Air Force s desire for officers with systems engineering skills into a set of actionable requirements for the curriculum. This was accomplished through the creation of well defined Program Educational Objectives and Program Outcomes. The design of the program hinged on these well-defined requirements. The vision for the systems engineering curriculum is to present systems engineering as a broad discipline that addresses the engineering of large, complex systems and the integration of the many subsystems that comprise the larger system. The systems engineering students will learn to consider elements of system development, verification, manufacturing, deployment, training, operations, support, and disposal. To accomplish this, they will cultivate a broad interdisciplinary knowledge across many areas of study. The system engineering program will integrate a rigorous engineering curriculum augmented with studies in human systems, operations research analysis, program management, and the core curriculum. Cadets will learn that the systems engineering process is an interdisciplinary engineering process that evolves, verifies, and documents an integrated, life-cycle-balanced set of system solutions that satisfy customer needs. Cadets will specialize in one of nine defined option areas which include; Aeronautical, Communication, Computer, Control, Human, Information, Mechanical, and Space. Page 9.1392.4

Using the ABET Criterion 2. Program Educational Objectives terminology, two to three years after graduation, we expect our graduates to be Air Force officers who: 1. Possess breadth of integrated, fundamental knowledge in the basic sciences, engineering, humanities, and social sciences; and depth of knowledge in the selected option sequence. 2. Can communicate effectively. 3. Can work effectively with others. 4. Are independent thinkers and learners. 5. Can apply their knowledge and skills to solve Air Force engineering problems, both well- and ill- defined. 6. Know and practice their ethical and professional responsibilities as embodied in the United States Air Force core values. Our ABET Criterion 3. Program Outcomes will require each systems engineering graduate to demonstrate satisfactory: 1. Application of the fundamental concepts of systems engineering to solve engineering problems. 2. Laboratory techniques including procedures, recording, and analysis. 3., fabrication, and testing techniques. 4. Use of contemporary systems engineering analysis, design, test, and management tools. 5. Written and oral communication skills. 6. Knowledge of ethical and professional responsibilities. 7. Breadth and depth of knowledge and skills in systems engineering, human systems, information systems, operations research analysis, mathematics, program management, and other disciplines necessary to effectively identify and solve the types of complex, multidisciplinary problems they will face as Air Force engineers. 8. Knowledge of the benefits and the skills needed to engage in life-long learning. 9. Ability to be effective multidisciplinary team members. 10. Skills to be an independent learner while knowing when to seek assistance. 11. Knowledge of the role of Air Force engineering officers in our global society. 12. Knowledge of contemporary social, political, military, and engineering issues. These 12 outcomes comprehensively address the 11 specifically enumerated requirements under ABET General Criterion 3 as well as additional Air Force Academy-specific educational outcomes that overlap substantially with Criterion 3 outcomes. Other Air Force Academyspecific outcomes were considered but not included in this list since they were neither specific to engineering accreditation nor unique to the System program at Air Force Academy. Preliminary Once the Conceptual was completed, the team proceeded to the Preliminary Phase. During this phase, the team performed functional analysis for the entire system. A functional architecture was developed which defined the critical areas of the program. Next, the design criteria were synthesized into this architecture and the system was optimized based upon the system constraints. Page 9.1392.5

Process Phase 2: Preliminary Preliminary System Functional Analysis Synthesis of criteria System Optimization System Synthesis Conceptual Perform functional analysis Define Functional Architecture Define performance parameters Define systems support requirements Define curriculum tradeoffs, alternatives Define preliminary curriculum Present curriculum to AFIT Advisory Board (mid-nov 02) System Functional Analysis: Figure 5. Preliminary Phase Functional Analysis Graduate USAF Sys Engr Attract SE Student Educate SE Student Broaden SE Student Manage Program Figure 6. Primary Functions for the Program The team functionally decomposed the system to meet the requirements of the conceptual design. The highest order function, Graduate USAF Engineer, derived from the requirement to graduate officers who have the toolset and skills to positively influence systems engineering endeavors of the US Air Force. Several supporting functions, Attract SE Student, Educate SE Student, Broaden SE Student Experience, and Manage Program are necessary to accomplish this objective. Each one of these functions was functionally decomposed into smaller subfunctions. Note: The details associated with each function are system specific to the Air Force Academy domain. The Educate SE Student functional decomposition is most germane to a wider academic audience. Thus, it will be the focus of the remainder of the document. The Educate SE Student function differs from the Broaden SE Student function, in that it focuses on traditional academic pursuits (i.e. classroom and laboratory settings), where the latter focuses on the breadth of experiences (i.e. research opportunities, multi-disciplinary design team participation, participation in conferences and professional meetings, visitation to Air Force and commercial engineering sites). Page 9.1392.6

The next level of functions supporting Educate SE Student mirrors the pillars in the Air Force Academy systems engineering pyramid present earlier. In addition, an Air Force Academy unique function, Core Courses, represents the broad-based 85-semester hour core program consisting of required courses in humanities, social sciences, basic sciences, and engineering required of all cadets. Educate SE Student Disciplines Information Human SE Tools Core Courses Analysis Tools Figure 7. Educate SE Student functional decomposition For each functional area, experts on the team developed a list of the subjects and topics that would be considered for each curriculum. See figure 8 for an example. Human Human ESSENTIALS: Cognitive Human Factors Human/Computer Interaction and Interfacing LIKES: Decision Making Methods Command and Control (C2) OPTIONS: Human/Computer Interface Figure 8. Proposed topics for Human System Synthesis: Based on guidance from senior leadership, as well as resource constraints, the team had to maximize the integration of the essential systems engineering topics identified with minimal new course development or modification of existing courses. To accomplish this, the team was able to develop systems engineering curricula with only two new courses and an expanded capstone design sequence. To ensure all of the essential topics for each functional area were covered, the team developed a systems engineering course sequence to capture the essential topics. Using traceability charts, topics were mapped to specific courses in the sequence, as in Figure 9. Initial Page 9.1392.7

traceability charts are expanded into topic exploration matrices depicting the level of topic coverage in each course and depicting the logical sequencing, as in Figure 10. System Course Sequence Preliminary TEACH SE ESSENTIAL TOPICS: Understand System Life Cycle Customer Identification Perform Needs Analysis Requirements Generation/Definition Understand System Architectures (Functional, Physical, Operational) Functional Analysis System Trade-off Analysis Specification Generation Perform Detail Understand Integration Understand Qualification System prototyping of Experiments (Test) Reverse System Tools Reliability, Manufacturability, Maintainability ENGR 100 Introduction to SE 290 I SE 301 II SE 491 Capstone Dsn SE 492 Capstone Dsn. Figure 9. Traceability chart for the systems engineering course sequence i introduce, u understand, d depth, a - apply Engr 100 SE290 SE301 SE491 SE492 Topic Intro to Capstone Engr Engr I Engr II I Capstone II Understand System Life Cycle i u d a a Stakeholder Identification i u a Perform Needs Analysis i u d a Requirements Generation/Def. i u a System Architectures u d a a Functional Analysis u d a a Trade-off Analysis i u a a Specifications Generation i u d a a Detail u d a a Integration i u a Qualification u System Prototyping i u a of Experiments i u Reverse i System Tools i u d a a Reliability, Maintainability, Manufacturability u u a Figure 10. Topic exploration matrix for system engineering course sequence ing courses, topic coverage, and sequencing has been a distributed responsibility, with sub-teams of the interdisciplinary curriculum design team focusing on individual courses. The entire design team reviews the overall course plans to ensure logical integration of topics and convergence among the courses in the sequence. In addition, this integration and review function guides the development of new courses. Page 9.1392.8

The first course in the system engineering course sequence is a graduation requirement for all graduates, taken during their first year, entitled ENGR100: Introduction to. Cadet teams learn systems engineering processes and tools while designing, building, and flying a boost-glide concept demonstrator system. This system combines model rocket boosters with a post-launch deployed, remote-controlled glider aircraft that must meet required performance criteria while adhering to various constraints outlined by the course instructors. The next course in the sequence is SE290: I. This course previously existed as ME290: Introduction to. In fall of 2003, the course integrated a systems engineering perspective whereby cadets execute the systems engineering process through the design and modification of small-scale systems in the context of a design team. Small teams employ the systems engineering process on the design of a mousetrap-powered vehicle, the performance enhancing redesign of a Nerf gun, and the development of a miniature robot for battle competition within a pre-defined gaming environment. Next, is SE301: II. SE301 is one of the new courses currently under development. The goal of SE301 is to examine the systems engineering process through the detailed exploration of system engineering case studies and/or DoD-relevant system integration or redesign efforts. Currently, plans call for larger cadet teams to design a modification to a military Unmanned Aerial Vehicle (UAV) weapon system. A beta-version of the course was offered in spring semester 2004. The sequence concludes with the heart of the systems engineering program, the capstone design experience. Cadets will be given the opportunity to apply their expertise on interdisciplinary projects. Cadets majoring in systems engineering will work alongside other engineering majors to form true interdisciplinary teams. Existing engineering capstone projects include the Air Force Academy s unmanned aerial vehicle work for the Air Force, the Society of Automotive Engineers (SAE) Formula Racecar, and American Society of Mechanical Engineers (ASME) Human Powered Vehicle student competitions as well as the unique small satellite program, to name just a few. The details of the preliminary design were presented to an Ad Hoc advisory committee for systems engineering at a preliminary design review in the spring of 2003. Based on the overwhelmingly positive feedback from the committee, the team returned to accomplish the detail design phase of the program development. Detail The team is currently involved in the Detail phase of the process. Course syllabi, lectures, and assignments are being developed for new courses in and Cognitive. Multiple syllabi are under revision as existing courses integrate a stronger systems engineering orientation. By summer 2005, the curriculum should be in final form. Page 9.1392.9

Process Phase 3: Detail and Development Detail and Development System-product Preliminary Detail design of functional system Define course content Define required course development Figure 11. Phase 3: Detail and Development Conclusion: A systems engineering approach has been very helpful in the development of a new engineering major. Using the systems engineering process, the team was able systematically address essential activities required to ensure the creation of a robust program. By fall 2003, the Air Force Academy advertised the systems engineering major for the class of 2006. To date, over 30 cadets have declared as their major. Page 9.1392.10