P. Faugeras - - PowerPoint PPT Presentation

• 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

Contents Management Tools for the LHC Project

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Why Management Tools for LHC?

• CERN strategic plan

CERN strategic plan

– What is the best machine to build for which Physics

• Preparatory Phase

Preparatory Phase

– Small Design Study Team – R&D Work only in specific fields – End Product: Design Report

• Approval Phase

Approval Phase

– Budget estimate and Planning for decision

• Execution Phase

Execution Phase

– Project duration < 5-7 years – Systems were separated (“Orthogonal”) – Resources adequate to fulfil planning, – Money was not a big problem

Phases in form er CERN Projects Phases in form er CERN Projects

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Why Management Tools for LHC?

• Project

Project evolutions evolutions and and resources resources

• conceptual design stage extended over many years

conceptual design stage extended over many years

• construction over 10 years, exploitation > 20 years

construction over 10 years, exploitation > 20 years

• declining human resources, retirement

declining human resources, retirement

• limited budget, external contributions

limited budget, external contributions

• Project

Project organization

• rganization
• Work distributed through various existing Divisions

Work distributed through various existing Divisions

• specialized Committees and Working Groups

specialized Committees and Working Groups

• External

External I nstitutes & Firm s I nstitutes & Firm s

• 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 differences LHC differences from form er CERN Projects from form er CERN Projects

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Management Structure

Project Managem ent

Divisions

AC Accelerators Directorate Unit DSU Directorate Services Unit FI Finance SPL Supplies, Procurement & Logistics TI S Technical I nspection and Safety Com. Informatics Support - Exp. Areas Engineering Support and Technology EST

• ST

Technical Support PS Proton Synchrotron SL SPS + LEP LHC Large Hadron Collider

Com m ittees

SC TCC PLC LEMI C MARI C SC : Specification Committee TCC: Technical Coordination Committee PLC : Parameters & Layout Committee LEMI C: LHC Experiment Machine Interface Cttee SL-TC : SPS + LHC matters in SL Committee MARIC : Main Ring Committee LHC Management Board Technical Committee MB TC W orking Groups

External Collaborations

USA Russia Japan I ndia Canada Host States

LHC Experim ents

ALI CE 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. Karlson

Forestier

• 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

• P. Faugeras 4 May 2000

Management Tools for the LHC Project

LHC Working Groups

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Why Management Tools for LHC?

• External

External Constraints Constraints

• Installation in the existing LEP tunnel

Installation in the existing LEP tunnel

• Need for minimizing physics interruption

Need for minimizing physics interruption

• Interference with other CERN projects (NGS)

Interference with other CERN projects (NGS)

• Obligation to com ply w ith

Obligation to com ply w ith I NB regulations I NB regulations

• Size

Size and and com plexity com plexity

• f the project
• f 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 differences LHC differences from form er CERN Projects from form er CERN Projects

SL/BI EST/ESM CNRS CNRS CNRS CNRS CEA CEA LHC/CRI LHC/CRI LHC/ACR LHC/ACR LHC/VAC LHC/VAC LHC/ICP LHC/ICP LHC/ICP EEWG: Powering LHC/MTA: measurements EST/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 Project Installation & Maintenance Problems

• P. Faugeras 4 May 2000

Management Tools for the LHC Project The LHC project phases

Hardware Baseline

Construction Phase

Machine Installation Layouts INB Safety Report

Operation Maintenance Dismantling Proposal

Design Report

Detailed Design

• P. Faugeras 4 May 2000

Management Tools for the LHC Project The Hardware Baseline

• The Hardw are

The Hardw are Baseline Baseline

– Collection of valid documents filed according to the PBS (Project Breakdown Structure) and maintained with EDMS (Engineering Data Management System) – Project evolution implies Configuration Managem ent – Accessibility world wide

• Quality Assurance Plan

Quality Assurance Plan

– Defines the rules of the gam e, but kept to a minimum – aims at the best machine for the low est cost and built in the prescribed tim e span.

The basic ingredients in the design phase The basic ingredients in the design phase

• P. Faugeras 4 May 2000

Management Tools for the LHC Project The Hardware Baseline: Layouts & Parameters

Dipole of Type A to go into position A of half-cell 32R2

... 12 11 10 9 8 7 A B C A B A B 12Ri 11Ri 10Ri 9Ri 8Ri 6 5 4 7Ri .. 4Ri DS Ri MS Ri D2 D1 3 2 1 IT Ri x IP i A B A B 32 A B C 32Ri 33 A B C 33Ri 34 A B C 34Ri

e q u i p m e n t l

• c

a t i

• n

Physical Layout Data Physical Layout of the Collider

The Layout is a description

• f w here to put w hich

collider components Param eters: What it means to be a Dipole of type A: Optics, Engineering parameters

e q u i p m e n t c

• d

e

Param eter Data

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Hardware Baseline: PBS (2)

It subdivides the project in sub-projects and clearly identifies the person in charge of each sub-project: the Project Engineer It gives a list of the ingredients that will be necessary to construct the different com ponents

• f the collider

It also contains the seed for the com plete inventory

• f the purchased collider

components: link to CFU

LBA Dipole Magnet Project

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC 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 (I T & MS)
• Technical Illustrations EI
• Engineering Changes Requests ECR
• Management Reports and Recommendations MR
• Link with other PBS, Data Bases (Test Results,…

)

• Planning and Schedules
• …

Docum ents Types in the Baseline Docum ents Types in the Baseline

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC 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

W ho does w hat? W ho does w hat?

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Hardware Baseline: ABS (1)

The ABS is the catalogue of the collider components and is derived from the PBS. It corresponds to the part list of an assembly drawing but also incorporates the tooling and the m anufacturing and test procedures necessary to obtain a collider component ready for use.

Assem bly Breakdow n Structure Assem bly Breakdow n Structure

Manufacturing Process Descriptions, Measurement, Test or Calibration Reports Item, collider component

• r sub-component

Project or sub-project leading to the production of a collider component

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Hardware Baseline: ABS (2)

mount upper half-yoke

• n collared coil and

lower half-yoke cm·15 install dipole and F quadrupole bus bar assemblies cm·16 check straightness and perform corrections if required cm·17 install upper half-cylinder

• n yoke

cm·18 collared coil in lower half-yoke upper half-yoke machined upper half-cylinder Q quad. bus bar assembly collared coil in yoke (half-)yoke lifting jig crane welding press intermediate beam active part assembly dipole. bus bar assembly checked active part assembly half-cylinder lifting jig crane bus bar lifting jig crane welding press intermediate beam bus bar lifting jig crane welding press intermediate beam welding press intermediate beam

• utput for cm·15 and input for cm·16

beginning and ending steps process the resources

The W orkflow diagram

Describes

• each process in terms of the transformation it operates on the raw m aterial

(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 Project LHC Hardware Baseline: MTF (1)

Manufacturing & Test Folder Manufacturing & 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 the project engineer to inspect the status of the equipment as it is being built from “any” place in the world.

• It permits a maintenance follow-up of the equipment once it

has been installed, commissioned and is in operation and a tracking of the equipment after its decommissioning… ( INB INB)

• 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 Project LHC Hardware Baseline: MTF (2) MTF Automatic Recording:

• with computerised record

sheets (Excel)

• archiving on line possible
• availability for future

reference

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Hardware Baseline: Instantiation

Physical Layout

• f the Collider

Physical Element 1 Physical Element 2

Data describing the manufacture and test of a particular component manufactured, being manufactured, being tested or already installed in the collider Inventory of the different collider components

Parameter Database

EDMS

PBS MTF MTF ABS

Part List of each type of collider components

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Computer Tools

• Standard Tools

– End user tools for preparing documents – EDMS tools: integration, evolution

• User aspects

– World-wide access, hence W eb interface – Free access within the project for reading – Unique passw ord for writing (CDD, EDMS) – Universal approval procedure – Intuitive usage, minimum learning

Com puter tools m ust be adapted to user requirem ents and not the reverse

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Computer 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 modules Equipment id generator: Web application to generate unique id’s for equipment. MTF or Traveller: ‘Log book’ primarily developed for the LHC magnets. Each traveller contains a set of documents and tasks needed to be performed for the equipment.

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Baseline on the WEB (1)

From CERN From CERN Home Page: Home Page: www. www.cern cern. .ch ch

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Baseline on the WEB (2)

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Baseline on the WEB (3)

• P. Faugeras 4 May 2000

Management Tools for the LHC Project LHC Baseline on the WEB (4)

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: QAP (1)

• Quality

Quality : a definition

Set of characteristics of a product or a service that bear

• n its ability to satisfy stated and implicit needs

“I know w hat I have to do” “I say how I w ill do it” “I do w hat I said and I record it”

• Quality Assurance Organization

Organization

– Overall Responsibility: LHC Project Leader – Deputy to the Project Leader for Quality Assurance – QA W orking Group

• Members representing different groups and technologies
• Chairman appointed ad personam

Quality Assurance Quality Assurance

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: QAP (2)

• What is Quality Assurance

Quality 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 an

activity 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: w hat, w ho, how , w hen things have to be done w ho has to check that things have been done.

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration 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 Tem plates Use of standard Tools and Tem plates

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: QAP (5)

Nam ing and Num bering System s Nam ing and Num bering System s

• Nam ing Conventions

– Equipment codes: Drawings, Layouts, PBS – Building and CE works numbering

• EDMS Num bering System

– Identification of project documents Example: LHC-DCC-ES-0003 – Internal EDMS number

• Part I dentifier

– Each item that is aimed to be tracked gets a Part Identifier (bar code) assigned to enable unique identification of each physical component. – Valid also for LHC Experiments

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: QAP (6) Part I dentifier for m anufactured I tem s Part I dentifier for m anufactured I tem s

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19

MACHINE CODE EQUI PMENT CODE

• SEQ. NUMBER

SEPAR ATOR PRODUCT

I ON SI TE SEQUENTI AL NUMBER PREFIX CONTROLLED BY CERN CONTROLLED BY SUPPLI ER OR CERN

• CONTROL

LED BY CERN CONTROLLED BY SUPPLI ER PART NUMBER

• SERIAL NUMBER

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

MACHINE CODE SCEM

Part I dentifier for CERN stores I tem s Part I dentifier for CERN stores I tem s Part I dentifier for COTS Part I dentifier for COTS

1 2 3 4 5 6 7 8 9 10

MACHINE CODE CCS CODE SEQUENTIAL NUMBER

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: Release Process

Document Controller

Control Control Authorization Authorization Required Required ? ?

DOCUMENT RELEASED DOCUMENT RELEASED

NO NO

• DRAWINGS
• ILLUSTRATIONS
• TECHNICAL NOTES
• GROUP PARAMETERS

(in tables)

Authorization Authorization

YES YES

Project Committee

• r

Approval Group DOCUMENT RELEASED DOCUMENT RELEASED

• DRAWINGS

(QAC A and general interest)

• TECHNICAL SPECS
• ENGINEERING SPECS
• PROJECT PARAMETERS

(in tables)

Document Document preparation preparation

IN WORK IN WORK UNDER APPROVAL UNDER APPROVAL RELEASED RELEASED OBSOLETE OBSOLETE

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: Drawings

Drawing practices and

standards (ISO & CERN) are respected

No obvious mistakes or

• missions

Design represents what is required Design fits in with the overall project requirements Drawing life-cycle stamp Quality Assurance Category

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: ECR 1

No Class No Class

Change of Change of document only document only Project Engineer Project Engineer

Class II Class II

No impact on cost - No impact on cost - schedule - interfaces schedule - interfaces Component is different Component is different but interchangeable but interchangeable Parent Project Parent Project Engineer in PBS Engineer in PBS

Class I Class I

Impact on cost - Impact on cost - schedule - interfaces schedule - interfaces Component is not Component is not interchangeable interchangeable Project Management Project Management

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: ECR 2

Notification of rejection Notification of Notification of rejection rejection

NO

ECR ECR preparation preparation

Anyone involved in the Project

• CERN
• institute
• company

Notification to

• riginator

Notification to Notification to

• riginator
• riginator

NO

Valid Valid Request Request ? ?

Project Engineer

Notification

• f change

Notification Notification

• f change
• f change

YES

Project Committee Project Committee

• r Approval Group
• r Approval Group

and Parent & Children and Parent & Children in PBS in PBS

ECR ECR accepted accepted ? ?

Committee Chairman Committee Chairman

• r Approval Leader
• r Approval Leader

Submit ECR Submit ECR for Comments for Comments

YES

Project Committee

• r Approval Group

Notification Notification

• f change
• f change

NO

Parent & Children Parent & Children in PBS in PBS

YES

Implications Implications at Project Level at Project Level ? ?

CARRY OUT CARRY OUT MODIFICATIONS MODIFICATIONS

Owners Owners

• f Documents
• f Documents
• r Data
• r Data

ECO ECO

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: Approval Form

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration Management: Scheduling (1)

• Strategy

Strategy : 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

• utside communication

– is revised once a year

• Tactics

Tactics : Co-ordination Schedule : Co-ordination Schedule

– scheduling of all w ork 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 Project Configuration Management: Master Schedule

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Configuration 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 Project Configuration 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 Project Project Tracking: Installation Preparation

• Definition of W ork 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 w ork site

– Detailed co-ordination schedule – Surface occupancy for each period – Temporary facilities: barracks, handling, …

• Réunions de chantier (after LEP stop)

W arning: I NB requires radiation control

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Experience 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 im posing

• P. Faugeras 4 May 2000

Management Tools for the LHC Project Conclusion (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

• Rem em ber:

– 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 Project Conclusion (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)