1. Configuration Management Romuald Duperrier Head of Systems Engineering Division www.europeanspallationsource.se April 22, 2015

2. Outline – Configuration Identification – Change control – Configuration accounting – Configuration audit 2

3. Management plans: what, who, when – Programme Management Plan, ESS-1122 – Quality Management Plan, ESS-18636 – Construction Phase Management Plan, ESS-14361 – Systems Engineering Management Plan, ESS-2908 – Configuration Management Plan, ESS-3688 – Interface Management Plan, ESS-2917 – Risk Management Plan, ESS-4460

4. Configuration management objectives – All work products are identified individually and uniquely. – The development status of all work products is known at any given time. – The identity of the approved/master version of each work product will be clear. – The composition of any baseline of configuration items is known and stored. – Changes to configuration items are managed and controlled. – Accurate status and current configuration information is available.

5. Configuration Baselines ESS baseline Technical baseline Cost baseline Schedule baseline EnoviaPrimavera

6. Technical baselines as an integral configuration management concept

7. Deliverables for design reviews ReviewDeliverablesLevel of interest FR System Requirement Document Concepts of Operation System PDR System Architecture Specification Interface Control Documents System Verification Plan System Integration Plan System Validation Plan System CDR System Requirement Document System Design Descriptions (drawings, P&ID, etc) Interface Control Documents System Integration Plan System Operation and Maintenance Manual System Verification Plan Element TRR System Verification Plan System Validation Plan System / Element SAR System Verification ReportSystem / Element ORR ESS Validation Report Training programme reports System / Element CDR = Critical Design ReviewFFR= Facility Functional ReviewFR = Functional ReviewORR = Operational Readiness Review PDR = Preliminary Design ReviewSAR = System Acceptance ReviewTRR = Test Readiness Review

8. Information item identification – Requirements (SyR-nnn), – PBS elements (IEC81346, BSAB, ISO3511-2, ISO10628 D.2, custom) – Documents (ESS-nnn => IEC61355), – Parts (ESS-nnn or IEC81346), – Location BS elements (IEC81346), – WBS elements =>

9. Change Control Procedure [ESS-15178]

10. Configuration Accounting –The System Status Report is the main tool for the Engineering function to document and assess the status of the development of the systems in a single document (to be used). –The Project Report issued by the project managers and will report the status of the risk, cost and schedule data (in use).

11. Configuration accounting 11 Absent Preliminary state Baselined at least once Level 1Level 2Level 3Concept of operationsRequirement specificationArchitecture descriptionInterfaces descriptionsIntegration planVerification Plan ESS Baselined at least once AbsentBaselined at least once Integrated Control System PreliminaryAbsent Radioactive Material Handling PreliminarAbsent Neutron Scattering System Preliminary Absent Science Support Systems Absent Instrument Suite Absent Workshops Absent DMSC AbsentPreliminaryAbsent Site Infrastructure Preliminary Absent Landscape Absent PreliminaryAbsent Campus Absent Experimental halls Absent PreliminaryAbsent Pump station Absent PreliminaryAbsent Logistics center Absent PreliminaryAbsent Guard house Absent Gallery building Absent Accelerator building Absent Cryo compressor building Absent Central utility building Absent High voltage power stations Absent PreliminaryAbsent Gas storage Absent PreliminaryAbsent Waste building Absent Sprinkler building Absent PreliminaryAbsent Target building Absent PreliminaryAbsent Building management system Absent Accelerator Preliminary Absent Preliminary ISrc AbsentPreliminaryAbsent LEBT AbsentPreliminaryAbsent RFQ AbsentPreliminaryAbsent MEBT AbsentPreliminaryAbsent DTL AbsentPreliminaryAbsent SPK AbsentPreliminaryAbsent MBL AbsentPreliminaryAbsent HBL AbsentPreliminaryAbsent HEBT AbsentPreliminaryAbsent DmpL AbsentPreliminaryAbsent A2T AbsentPreliminaryAbsent Target Station Baselined at least once PreliminaryAbsentBaselined at least once Monolith Systems Absent Target Systems Absent Moderator and Reflector Systems Absent Fluid Systems Absent Remote handling Systems Absent

12. Technical Baseline items at ESS level [ESS-0003640][ESS-0003641]

13. ESS Architecture [ESS-5699]

14. Interface management Interface Control Documents for ESS subsystems

15. Configuration Audit – Functional and physical audits are integrated in the SEMP. – Quality Audits might be performed at any time upon request from any process owner or system owner to assess the application of the configuration management process and to ensure that corrective action are conducted. – Each Project is responsible for ensuring the quality of the configuration management process. – Configuration Audits will focus on a configuration item or set of configuration items.

16. Summary – The framework is defined using ISO10007 and ISO15288. – The naming scheme is being improved. – Our CM approach needs some complements and adjustments based on feedback (e.g. audits). – Configuration Management is part of the Product Lifecycle Management which is under deployment at ESS. – The pace of this deployment is to be defined in between: – Long term deployment contributing to the definition of an ESS engineering culture, – A major component of the construction phase for limiting cost and schedule overrun.

17. Questions? 17

18. FFR PDR FR CDR TRR FR PDR TRR SAR ORR CDR = Critical Design ReviewFFR= Facility Functional ReviewFR = Functional ReviewORR = Operational Readiness Review PDR = Preliminary Design ReviewSAR = System Acceptance ReviewTRR = Test Readiness Review Phase 1 Phase 2 Closure of construction First operation ESS: incremental development and delivery TRR SAR TRR SAR TRR SAR

19. Dual Vee [K. Forsberg]

20. Information model Requirement Satisfied by Implemented by Located In Composed of Requirement specification Delivered by Refers to Composed of WBS PBS Doc Specified by or Refers to Location Asset Installed in Part Solved by Specified by or Refers to Verification plan Composed of Verification activity Composed of Verified by