IEEE Systems Council Business Plan IEEE Systems Council Business Plan Version 54, November 28, 2008 Background & Purpose The stated purpose of an IEEE (Technical) Council, per IEEE ByLaw I-401, Section 6 is as follows: "6. Technical Councils. Technical Councils may be established by the Technical Activities Board for the purpose of providing a continuing mechanism for two or more IEEE Societies, called Member Societies, to work together in a multidisciplinary technical area of mutual interest, primarily through conferences and publications. The procedures for organizing a new Technical Council and operating an existing Technical Council shall be contained in the TAB Operations Manual." The IEEE Systems Council was formally chartered by the IEEE Board of Directors in June 2005, and one of the principal conditions constructed by Council founders was that the Council shall never graduate to Society level and this has been firmly established in the Constitution. The reason for this condition is that its synergistic effectiveness for IEEE will be lost if the council were ever to become a Society. The proposal for forming such a Council was brought forth on the premise that IEEE historically has dealt primarily with scientific and research topics and issues while not covering in any comprehensive manner the strategies in bringing the salient elements of such to fruition in an applications environment, especially the systems and system-of-systems environment that is the characteristics of today’s industrial and social complex. While it is accurate that several IEEE Societies, notably the Systems, Man and Cybernetics (SMC) and the Aerospace and Electronic Systems (AES) Societies had been developing both an applications as well as systems-thinking viewpoint, they were clearly in the minority of IEEE activities. It was felt by the founders that a larger and more comprehensive effort was required by IEEE to enter the systems-view environment and help bring the IEEE more into the forefront in this area. The Council will focus on the Interaction of societies, and work to facilitate Interactions among societies on system-level problems and applications Need for Systems Focus Most of the focus within the worldwide industry today is in the integrated systems environment, although this may not be readily recognized as such since our global definition of “systems” and “system-of-systems” has gradually evolved without the umbrella overview that typically provides the systems-level focus. The 1 IEEE Systems Council Business Plan term “systems engineering” actually was brought to popular use by Western Electric in the late 40‘s as Western Electric designed the telephone communications system and found that a top-level engineering view was needed to analyze requirements and allocate the technical solution to various design groups, and then assure that the required solution had indeed been achieved via exhaustive systems integration & test. The manufacturers of commercial aircraft today employ such systems-level thinking, and the aircraft itself, while indeed is a true “system-of systems” with heavy commercial, off-the-shelf content including flight control, entertainment, navigation, communications, seating, environmental, propulsion and similar, in fact the true system-of-systems also includes the ground support environment and similar off-aircraft systems. And in fact, that aircraft and its related systems are part of an overall system-of-systems called a transportation system, which unlike the commercial aircraft which did have umbrella systems thinking at the outset, gradually evolved as technology evolved and provided additional components of the overall transportation system that we enjoy today. The true “systems-level” thinking of our current transportation systems has in fact occurred very late in the game and has only been able to influence a small portion of the overall. Systems focus includes the discipline of systems engineering and its attendant components, and the Council will address this aspect as well. To underscore the need for the engineering as well as application focus, the United States Air Force, after exhaustive study in 2004, has found that fully 1/3 of all their programs are at least 2 years behind schedule and 50% over budget, and the single common contributor to this sad situation is a lack of appropriate systems engineering. Subsequent plans are being put in place to address the issue by strengthening systems engineering discipline and content, and introduce a systems-level thinking in their programs. Systems-level thinking is essential in the world today, not only for technical systems but also for society at large, and while the Council intends to cover the discipline of systems engineering, the intent is to address the issues and complexities of systems-level and system-of-systems applications as well as the attributes of the discipline itself, which are just as important. The Field of Interest that follows delineates the basic topics, along with an expanded-population “working” set of topics that the Council AdCom has defined as within scope. Field of Interest The TAB and IEEE approved Field of Interest is as follows: “This Council integrates IEEE activities regarding aspects of multiple disciplines and specialty areas associated with the engineering of systems. This Council covers, but is not limited to the following: Systems engineering, education, standards, processes and methodologies Modeling, simulation and integration related to design, testing, production and support Design aspects for robust design, human factors, safety, security and usability Transition of products from design to production, deployment and use 2 IEEE Systems Council Business Plan Quality control and system management Program/product/project management interactions Risk Management Systems Architecture” An expanded-topic listing includes the following types of coverage that would be planned for the Council, mainly in the content of its Journal and Conference, plus Workshops, with the following summary scope: The summary context of the Council’s focus will be total systems effectiveness of complex integrated systems of national and global significance targeting individuals and organizations with multi-disciplinary interests. The following subtopic elaborations are of interest to the Council: IEEE needs to address the “systems” environment; such things as behavior & properties of systems of circuits, manufacturing aspects of circuit integration, analytical aspects are also important as they relate to the larger view of systems. Systems Biology is important, control systems etc. (CSS focus) – understand dynamics of interaction of all forms and levels of systems. The analytical framework of control systems etc Energy systems are important, managing energy from source to use Mathematical models How does systems design impact and shape society Political impacts of systems & systems design (ethics etc) Sustainability in energy management, including friendly disposal of spent energy What are system boundaries? (re: new energy systems etc) Impact of systems engineering on other engineering fields Communications systems System-of-Systems Reliability Quality What are the benefits of “systems” thinking? Emphasis on educational aspects Disaster response is a system, and Katrina proved that our disaster response system cannot handle anything above a certain complexity Pathology of systems (failures) Technology transfer between academia and industry (matchmaking) Systems modeling & simulation Decision-making on spending money for systems (example: disaster control, terrorist threat mitigation, etc) Provide applications as well as educational and discipline focus Medical focus Gaming, entertainment and similar systems Member Societies As of November 28, 2008 there are 15 member Societies of the Council: 3 IEEE Systems Council Business Plan Aerospace & Electronic Systems Society Systems, Man & Cybernetics Society Product Safety Engineering Society Instrumentation & Measurement Society Computer Society Communications Society Microwave Theory & Techniques Society Circuits & Systems Society Oceanic Engineering Society Computational Intelligence Society Robotics & Automation Society Reliability Society Control Systems Society Power Electronics Society Control Systems Society The Engineering Management Society was a member but has since become a Council and therefore no longer eligible for membership. Each member Society has provided at least one officially representative to the Council, and many have provided two (senior, voting representative, and junior, non-voting representative, per Council ByLaws). The Council roster is provided as attachment A. Plan & Approach Inasmuch as a Council has no individual members, its activities are more limited than those of a Society. There are no Chapters, for example, as in a Society, but we do plan on establishing some Working Groups as technical activities to coordinate our focus areas. So the main activities of the Council, in order to carry out the objectives as stated in the Background & Purpose in support of the Field of Interest and as presented to TAB and the Board in the formal motion to approve, will be the following: Publication of a major Journal on Systems (IEEE Systems Journal) Conduct of an annual IEEE Systems Conference These will be augmented with the following additional activities: Formation of specific technical Working Groups as technical committees on select aspects or aggregations of systems and system-of-systems Conduct of Workshops and/or Symposia in the topical areas of the Working Groups noted above Investigation and/or coordination of select Standards to support the Field of Interest o Sponsor fee-based tutorial workshops with industrial sponsorship for attendees (i o NOTE: The Council plans to approach US + non-US government agencies to provide grants for workshops, symposia, etc. Education on Systems Thinking o For Organizations 4 IEEE Systems Council Business Plan o For Individuals Workshops on systems engineering needs and graduate level consistency sponsored jointly by industry and universities in a series partnered with INCOSE. Develop with IEEE EAB a system engineering program standard curricula leading to accreditation and certification, with assistance from INCOSE. Specific Learning Products In order to successfully implement the above, the member Societies will be asked to contribute to the intellectual property implied by the Journal, Conference, Workshops and other activities listed above, and by aggregation create a synergistic synthesis of science, research and application resulting in a top-level systems content for these activities. The intent is to not only deal with the engineering and scientific aspects of systems content, but to look at systems in the broadest sense. As an example, we may wish to deal in such topics as Energy Systems, or Disaster Management Systems, or Homeland Security Systems, to name just a few. Looking at Energy Systems as a detailed example, there are multiple aspects of such that imply the expertise of many existing IEEE Societies – and even some beyond that which IEEE presently addresses. Energy systems includes at least the following: Research into energy methodology Mining of energy resources Methodology of Conversion of raw materials into useable energy forms Production of useable energy Storage of useable energy Marketing, Transport and Distribution of useable energy Management of mass energy systems, including the integration of multiple energy sources Safety considerations of energy production, storage, distribution & use Disposal of depleted energy devices. It is likely that a special issue of the Journal to focus on energy as an integrated system would draw great interest and provide coverage of the topic as none has done thus far; similar focus issues on different topics are also planned. In all subsequent discussions on focus topics, it should be pointed out that many IEEE Societies have interest in one or more of these topics. "multi-disciplinary technical area of mutual interest" as previously quoted from the IEEE ByLaw I401 means that there is a FoI overlap. Under the planning wisdom of IEEE in authorizing Councils, the member societies of a council are presumed to have FoI overlaps, and a Council serves the purpose of both managing and exploiting such overlaps to the mutual benefit of all participants. Status as of November 2008: Two summit meetings were held with society presidents. The focus of these summits were to discuss potential areas of 5 IEEE Systems Council Business Plan collaboration and specifically identify one or two areas to be explored by the council. Two areas were identified; GEOSS and healthcare. The decision was made to focus on health care and to establish a committee comprised of volunteers from interested member Societies. The council will create a call for participation and will have the call published by the societies. The primary focus of the committee will be to define and establish a set of vehicles that will enable the council to engage with the societies in the healthcare area. The council is planning on two workshops in 2009 and two workshops in 2010. IEEE Systems Journal The IEEE SYSTEMS JOURNAL will be the official journal of the IEEE Systems Council. The Council has been created to embrace systems efforts that intersect many IEEE Societies. Due to the nature of the Council, this journal is similarly considered inter-disciplinary for complete treatment of “systems” issues. The Journal would publish high quality technical or non-technical applicationfocused articles, which intersect the FoI of various member societies of the Council. Systems here may include, but not limited to, complex systems, integrated systems of national and global significance. The journal seeks articles in, among other areas, integration of independently operational systems. Issues from concept, definitions, modeling, simulation, science and theory, analysis, architecture, design, final solutions and case studies. The Journal is interested in distributed systems development and maintenance of real-world systems by multidisciplinary teams of scientists and engineers. The Journal will publish technical papers dealing with aspects and attributes for any product that provide an intrinsic function. This includes engineering concept, design, analysis, manufacturing, marketing, customer use, regulatory compliance, reliability, software control, user interface, maintenance and disposal. Systems must work within an intended environment that includes the following partial list: industrial, residential, education, medical, transportation, terrestrial, extra-terrestrial, manufacturing and production. Within each category the Journal will focus on aspects such as applications, integration, process control, human factors, management and operations, modeling or simulation, and research. Papers published in this journal are intended to have a wider inter-society appeal among the Council’s family of societies. To address the complexity and shared aspects of integrative systems across the many domains and applications, the Journal will have focus issues on such topics as: o Energy, management, disaster response, o Space exploration, manufacturing, automation, o Information technology (including cyberspace, internet), o Distributed information networks, transportation, 6 IEEE Systems Council Business Plan o Environment (including global earth observation), o Socio-economic, biological, nano-technology, education domains, etc. The first issue of the Journal was initially planned for the 1 st quarter of 2007, based on Form 2 approval in February 2006, although this may be delayed due to the deliberations of TAB Periodicals Committee that has apparently decided to delay the formerly planned February Form 2 deliberations until June. Status as of November 2008: IEEE Systems Conference The Council plans to kick off a major international Conference on Systems and Systems Engineering in 2007. Venues being explored are Hawaii (Hyatt Regency Waikiki), Vancouver BC (Hyatt Regency Vancouver) and Montreal (Marriott Chateau-Champlain) and the preference is for Hawaii to attract more international participants for the 1st year, moving to Vancouver or Montreal for the 2nd year. The reason for the North America but not continental United States is the relative ease of entry for non-US citizens into Canada vs the US in the post9/11 environment. Hawaii is kept in the mix as an attractive venue that is easy to reach for Asian attendees. It is planned that with proper publication and promotion by our member Societies, we can achieve attendance numbers of between 150 and 300 for the first event, presuming our topic of choice is of widespread interest. We plan to pick one or more of the sub-topics from the Field of Interest population as the focus topic of the Conference, plus cover some of the specific systems engineering topics that are generic. The Conference will have sustaining tracks on systems design and systems engineering disciplines to attract a core following, and have focus tracks to be highlighted in the Conference Theme from the FoI elaborations presented earlier. Status as of November 2008: Focused Workshops and Sponsored Tutorials The Council intends to sponsor several Workshops, Symposia and Training sessions each year, with the following as initial planning efforts: Fee-based tutorial workshops with industrial sponsorship for attendees US + non-US government agencies will be approached to provide grants for workshops, symposia, etc. for their specific benefit. General Education symposia on Systems Thinking o For Organizations o For Individuals 7 IEEE Systems Council Business Plan Workshops on systems engineering needs and graduate level consistency sponsored jointly by industry and universities in a series partnered with INCOSE. Develop system engineering certification and accreditation jointly with INCOSE…implies a curriculum standard. Sponsor a Curriculum Development Panel for consistency in SE education o Key University Participants o Industry Advisory Board o Curriculum Materials o Curriculum Definition o Recommended Specialty Sequences o Course Syllabi Specific Learning Products Understanding, Predicting, And Managing Systems Behavior Architecture And Design Considerations For System Of Systems System-level Risk Management Establishing The Business Case For Good Systems Engineering Systems Engineering For Small Systems These will either be one- or two-day workshops, with 20-30 attendees planned for the 1-day and 30-50 attendees for the 2-day Workshops. Such Workshops have been successfully conducted in local areas by other organizations and there is a decided market for such focused and timely topics. In addition we plan on some 2-day Symposia on known topics of interest as follows: Systems Approach To Infrastructure Protection o 2 Days o 60 Attendees Systems Thinking For Effective Epidemiology o 2 Days o 30 Attendees SysC/PMI Forum On Managing For Systems Effectiveness o 2 Days o 75 Attendees Partnering Strategies For Systems Engineering Workforce Development o 2 days o 75 attendees Status as of November 2008: Workshop on Systems safety is held annually at the Navy Postgraduate School in Monterey. A meeting was held with IEEE EAB in November 2008 to discuss certification and accreditation. EAB will conduct a survey with industry to ascertain their interest and willingness to participate in the development of the process and material. The Council is also looking for an individual to lead this effort. The Systems Council has also decided to create a distinguished Lecturer Program in 2009.This program will be in participation with AES 8 IEEE Systems Council Business Plan Standards The Council will engage in Standards in two phases: A harmonization effort is needed to look at the myriad of standards dealing with systems and systems engineering throughout the US and non-US standards activities, including IEEE, ISO, EIC etc Address the need for standards on system-of-systems or other specific aspects of systems development, systems thinking or systems design. Budget & Finance The draft Council Budget has been prepared, although this draft budget must be updated for 2007 as Conference, Workshop and Symposia planning commences. It is planned that Council will show surplus generation for 2006 because of Society Member dues, and for the 2nd year of full operation (2007) because of member dues and Conference/Symposia/Workshop revenues. The Council is sustained in its first 3 years of operation by membership dues of $5k per member Society plus surplus from these technical activities. Once the Journal starts producing ASPP revenue and the Conference and Workshops/Symposia are fully under way and generating a surplus, it is planned to reduce the dues to $2k per member Society but this is a future AdCom action. ASPP Revenue does not become available until approximately 5 years after commencement of publication, although Conference and Workshop/Symposia revenue is realized in the year of conduct The Budget for 2006 and 2007 is attached (attachment 2). Market Served The Markets Served within the FoI are as follows: 1) Customers (our sources of revenue) 1) Buyers of Sys C Products and Services 1) Individuals (IEEE Members and Non-IEEE Members) 2) Organizations (Governments, Academic, Industry) 2) Engineering Organizations 1) Aerospace 2) Energy 3) Earth Observation 4) etc 3) Operations Organizations 1) Disaster Response 2) Transportation 3) Insurance 4) etc 4) End Effected Communities 1) Laypeople Council Outreach The current Systems Council representatives are largely members of engineering organizations, and consequently are well postured to understand the needs of that customer base. However, the other three customer categories are not well 9 IEEE Systems Council Business Plan represented. This requires the Systems Council to conduct outreach to subject matter experts in these three customer categories if the Council is to completely cover the whole set of markets across our FoI. One of our first outreaches will be to operations organizations, particularly to representatives of infrastructure systems such as power distribution, telephone communication, transportation, water and sewer, and emergency services systems. These systems have great societal impact, and we intend to hold a workshop to look at the pathologies of these interacting systems under disaster conditions. Status as of November 2008: One of the objectives of the committee is to define and establish a mechanism to better engage with these customer categories. The healthcare workshops are being organized to attract practitioners a nd industries in the healthcare area as well as IEEE society members. 10