Abstract
Designers specify design requirements and determine the interconnections between the design requirements and main components of the system architecture during the conceptual design phase. To define the architecture of a mechatronic system, two research issues, namely system decomposition and component selection, should receive special attention. However, the manner in which to realise system decomposition and component selection by using the requirement specification results, to achieve an appropriate system architecture, has seldom been investigated in existing studies. Therefore, the authors present a requirement-driven architecture definition approach to solve the system decomposition and component selection problems. A well-formulated specification of design requirements is proposed, which classifies design requirements into functional and non-functional requirements. Moreover, a decomposition method based on the functional requirements is presented to help designers realise system decomposition, while a component selection method based on the non-functional requirements is proposed to help designers select the most suitable components. The lunar roving vehicle and automated ceramic matrix composite materials cutting system are selected as two case studies to demonstrate the application of the proposed approach in both the academic and industrial domains.
Keywords
Introduction
Mechatronics is typically characterised by an integration of mechanical, electrical/electronic, and software engineering [1]. At present, expanding disciplines and technologies, such as optics, robotics, cloud computing, and big data analytics, have gradually been integrated into the development of mechatronic systems [2]. As a result, the traditional sequential design process, in which every discipline is developed independently and sequentially, is no longer suitable for the design of mechatronic systems [3]. High-level multidisciplinary integration cannot be achieved if the involved disciplines are not considered simultaneously [4]. However, this approach increases the time-to-market and development costs [5].
Systems engineering is proposed as an effective support for solving the problem relating to multidisciplinary integration for the development of complex systems, which may be defined in numerous manners [6]. The definition that has been widely accepted was proposed by the ISO committee. ISO/IEC 15288 defines systems engineering as “an interdisciplinary approach governing the total technical and managerial effort required to transform a set of stakeholder needs, expectations, and constraints into a solution and to support that solution throughout its life” [7]. Conceptual design is one of the most important design phases in systems engineering, during which designers should ideally consider practical issues of the balance between meeting customer requirements on basic functionalities [8], solution optimisation [9], and control simplicity [10], among others, and determine how to link these requirements to an appropriate system architecture. According to ISO/IEC/IEEE 42010, system architecture refers to “fundamental concepts or properties of a system in its environment embodied in its elements, relationships, and in the principles of its design and evolution” [11]. Therefore, two research issues that should be paid special attention for the architecture definition are as follows: (1) the manner in which to decompose a mechatronic system into components; and (2) the manner in which to select suitable components among various alternatives. The former research issue raises the system decomposition problem, while the latter relates to the component selection problem.
System decomposition refers to the process in which a mechatronic system is eventually decomposed into components [12]. According to the customer requirements, the main functions of the mechatronic system should be embodied in the system architecture, in which the main sub-systems of the mechatronic system are determined. The decomposition process will then be applied recursively until discipline-specific components are achieved.
Moreover, component selection is a critical issue for architecture definition, and it focuses on the selection of suitable components among various alternatives to achieve an ideal combination [13]. Drake underlined the importance of component selection as follows: during the conceptual design phase, if incorrect components are selected, the design requirements will be not satisfied; if sub-optimal components are selected, the system solution will be sub-optimal [14].
The above introduction indicates that, to define the system architecture, by considering design requirements, designers should firstly decompose the mechatronic system into components and then select suitable components among various alternatives. However, research questions such as which roles the design requirements should play in the architecture definition, and how to use design requirements to support the architecture definition, have seldom been discussed in existing design methods.
The paper proposes a requirement-driven architecture definition approach, with the intention of presenting a formalised conceptual design process, from the specification of design requirements to the final architecture definition, by focusing on the aforementioned system decomposition and component selection problems. A decomposition method is proposed to solve the system decomposition problem. Moreover, to solve the component selection problem, a component selection method based on a multi-attribute decision-making (MADM) model is adopted.
The remainder of this paper is organised as follows. Section 2 reviews the current requirement specification approaches for mechatronic systems. Section 3 introduces the proposed requirement-driven architecture definition approach, including the system decomposition and component selection methods. In Section 4, the lunar roving vehicle and automated ceramic matrix composite (CMC) materials cutting system are presented as two case studies to demonstrate the application of the proposed approach in both the academic and industrial domains. Detailed discussions of the proposed design approach are provided in Section 5. Finally, conclusions are drawn in Section 6.
Literature review
Conceptual design begins with a specification of the design requirements, which addresses the problems that the designers must solve [15]. When specifying the design requirements, designers should consider not only what customers require, but also all requirements relating to the entire product life cycle. With the Industry 4.0 concept, fulfilling individual customer requirements to develop customisable products is becoming a more important factor in determining the competitiveness of an enterprise [16]. Certain large and complex systems, such as power plants, should be designed completely according to customer requirements. Other types of customisable products, such as ships, cars, and robotic cellular systems, among others, differ from power plants, and are designed and assembled from configured components or modules that vary according to the customer requirements [17]. When large numbers of customised products are created, attempts will be made to apply the principles of mass customisation, which allows for fulfilling the expectations of every customer by adjusting a product to their requirements [16, 18]. However, successful products should be introduced into the market as quickly as possible; thus, companies must have a very solid idea of the entire life cycle of each product [18]. From the product life cycle perspective, the requirements originating from other processes of the product life cycle, such as production, maintenance, and even recycling processes, should also be considered during the early design phase of the product. If such requirements are effectively specified before entering the design process, firstly, the completeness and consistency of information generated during the different processes of the product life cycle can be ensured; secondly, design errors owing to ignorance of the requirements relating to the following processes can be avoided, and the number of unnecessary design iterations can therefore be significantly reduced.
A clear and well-formulated specification of design requirements is vital for an appropriate system architecture, which should cover all activities relating to discovering and documenting the requirements [19, 20]. The process for specifying design requirements consists of: (1) the capturing of informal requirements, and (2) the classification of the informal requirements from which designers can follow and define the system architecture [21]. Current studies closely related to the capturing of informal requirements and requirement specifications will be reviewed hereafter.
Capturing of informal requirements
The capturing of informal design requirements is not merely a mathematical or technological challenge, but rather a complex social process [22]. Various methods have been proposed to deal with this process. Loucopoulos and Champion adopted domain knowledge to translate informal requirements into formal representations [23]. In their proposition, the informal requirements were obtained through interviewing techniques. Besbes et al. believed that fuzzy ontologies could be used to represent the informal information in natural language and allow for the interpretation of its ambiguity. They proposed a semantic and fuzzy representation which allowed the user informal requirements to be expressed in a formal, structured, and layered manner [24]. Macaulay proposed a cooperative approach to capture customer requirements [22]. This cooperative approach was implemented by making use of face-to-face meetings organised by a so-called “facilitator”, who is external to the stakeholders of the design team. However, a series of meetings are required in the cooperative approach, which are costly and time consuming. Bahill and Madni believed that the so-called “problem statement” was the key part to generate an unambiguous requirement specification [25]. According to these authors, the problem statement is intended “to articulate the customer needs, project goals, business needs, required system capabilities, system scope, concept of operations, stakeholders, deliverables, and key decisions that need to be made”. When the problem statement is completed, designers should verify it with the customers until the problem statement is clear, unambiguous, at the correct level and properly scoped. To obtain the problem statement, Carroll proposed a promising approach by applying scenarios to identify the product requirements [26]. Scenarios are sequences of events with a narrative structure, and Carroll believed that walking through the problem scenarios of one product could aid designers in discovering and capturing emergent requirements. Seyff et al. further developed the scenarios-based design proposed by Carroll, and proposed a promising approach in which possible scenarios are illustrated by use cases to aid designers in identifying design requirements [27].
Requirement specifications
Once the informal design requirements have been captured, they should be classified and analysed so that designers can achieve an appropriate system architecture. Therefore, it is necessary to develop an appropriate requirement classification method to provide designers with further information for the two issues (system decomposition and component selection) of the system architecture definition during the conceptual design phase.
To provide designers with a well-formulated specification of the design requirements, different classification methods for requirements have been proposed. Freeman believed that quality is the most important factor for the systems engineering process, and pointed out that requirements can be considered as a combination of requirements relating to basic quality (functionality, reliability, ease of use, economy, and safety) and additional quality (flexibility, reparability, adaptability, understandability, documentation, and enhanceability) [28]. Chen and Zeng categorised requirements into eight levels according to the priority of each requirement during the design process: natural laws; social laws and regulations, technical limitations; cost, time, and human resources; basic functions; extended functions; exception control levels; and human-machine interfaces [29]. Hehenberger classified requirements into the following groups: global, cumulative, specific, and interconnected requirements [30]. Roman proposed that requirements can generally be classified as functional and non-functional requirements [31]. According to the definition provided by Thayer and Dorfman, a functional requirement is a requirement that specifies a certain function that a system or component must be capable of performing [32]. That is, functional requirements define what the system will do. However, non-functional requirements describe the manner in which the system will do it, such as performance requirements, external interface requirements, design constraints, and quality attributes [33].
The classification of requirements into functional and non-functional requirements has been widely adopted in software development, and certain researchers have provided additional details regarding the two types of requirements. Chung et al. analysed the non-functional requirements used for software development, such as accessibility, accountability, and accuracy [34]. Mylopoulos et al. further classified non-functional requirements into quantitative and qualitative requirements [35]. Mariza et al. proposed 114 non-functional requirements based on the analysis results of Chung et al. [36]. Zhu et al. proposed a non-functional requirements tradeoff model to evaluate non-functional requirements and the relationships among them [37]. Letier et al. stated that certain non-functional requirements might not be completely satisfied, and proposed a decision-making method for alternative design based on the satisfaction degree of non-functional requirements [38].
This paper adopts the classification method proposed by Roman; that is, the authors classify the requirements as functional and non-functional requirements. Although the previous literature review demonstrates that research works have been carried out based on this classification method in software development, the manner in which to achieve an appropriate system architecture for mechatronic systems using the results of requirement specification has seldom been addressed by existing studies. The proposed requirement-driven architecture definition approach is detailed in the following section.
Requirement-driven architecture definition approach
The proposed design approach focuses on two research problems relating to the architecture definition for mechatronic systems: system decomposition and component selection. In the requirement-driven architecture definition approach, functional requirements aid designers in realising system decomposition, while non-functional requirements enable designers to solve the component selection problem. The details of the proposed approach will be presented hereafter.
System decomposition
In this section, the system decomposition method is discussed in further detail. Functional requirements can provide initial information regarding the main architecture. Following the recursive decomposition process for the mechatronic system, the discipline-specific components of the mechatronic system can eventually be achieved.
Specification of functional requirements
Functional requirements define the system behaviours; that is, the fundamental process or transformation that the system components perform on inputs to produce outputs [39]. Functional requirements can be used to describe not only the overall system behaviours, but also the behaviours of every sub-system; therefore, a hierarchical structure constructed with functional and sub-functional requirements can be used to represent functional requirements. Various modelling languages and tools, such as SysML,1 3DEXPERIENCE,2 etc., have been developed to represent such a hierarchical structure of functional requirements.
Thereafter, the functional structure of the mechatronic system can be proposed according to the specification results of the functional requirements. The functional structure is of great significance, as it links the design requirements to the system architecture. Therefore, the hierarchical structure can also be used to represent the main system functions and sub-functions. Such a hierarchical functional structure can be created by organising sub-functions that can satisfy certain functional requirements [40].
The architecture definition for mechatronic systems begins once the functional structure proposed according to the specification results of the functional requirements has been constructed. However, to define the system architecture, the main sub-systems should be further decomposed into multidisciplinary components. The following sub-section presents the system decomposition methods.
UML activity diagram for component decomposition method [41].
As discussed previously, the system and its main sub-systems can be obtained by specifying and embodying the functions and main sub-functions at the system-level.
The authors have proposed the component decomposition method to aid designers in achieving the appropriate hierarchy for the architecture of mechatronic systems. Figure 1 illustrates the steps of the proposed decomposition method. Moreover, designers should further decompose the interfaces between the components while carrying out the component decomposition process. For additional details on the component and interface decomposition method, interested readers are referred to [41].
Component selection
This general architecture is proposed to fulfil the functional requirements that have been specified during the previous design phase. However, according to Vareilles et al., a system architecture is composed of one set of requirements and one or more solutions (or component alternatives) [42]. Following system decomposition, a general architecture of the mechatronic system can be achieved. This general architecture is proposed to fulfil the functional requirements that have been specified during the previous design phase. However, a complete architecture of a mechatronic system requires designers not only to propose a hierarchical structure for components by decomposing the system, but also to select the most suitable components among various alternatives. In this paper, the authors propose criteria by specifying the non-functional requirements to select the most suitable components. The details of the component selection process are presented in the following sections.
Specification of non-functional requirements
Non-functional requirements constrain the manner in which the system behaves regarding certain observable attributes [43]. Neglecting non-functional requirements carries the risk of design failures, such as poor quality and customer dissatisfaction [44]. Therefore, considering non-functional requirements during the early design phase of the mechatronic system will significantly reduce design errors, design costs, and development leading times.
Various propositions for non-functional requirement types in software development have been proposed by previous researchers. However, the classification of non-functional requirements for the design of mechatronic systems has seldom been addressed. Therefore, the authors propose a new list of non-functional requirements by carefully analysing the proposition of Mairiza et al.
Non-exhaustive list of non-functional requirements for mechatronic systems.
Mairiza et al. proposed a list of non-functional requirements for software development following the investigation of 182 information sources published over the past three decades. The list presents 114 types of non-functional requirements, which cover most non-functional requirements for software development. This list provides designers with a useful reference for specifying non-functional requirements in mechatronic systems, because software is considered as one of the key parts of mechatronic systems. However, the non-functional requirements for the hardware part of mechatronic systems (such as electrical/electronic and mechanical components) have not been included in this list. Thus, the authors propose a list of non-functional requirements based on the list of Mairiza et al. regarding the specificities in the design of mechatronic systems. The principles for the proposition of the new list of non-functional requirements for mechatronic systems are presented as follows.
Most terminologies in the list of non-functional requirements for software development can be retained, but their meanings should be broadened and redefined from the viewpoint of mechatronic systems. For example, the requirement “Accessibility/Access Control” means that the software should be accessed and controlled by users in the software context. However, this meaning should be broadened and redefined as “the mechatronic system should be accessed by users” in the new list, because software is only one part of the mechatronic system. This type of terminology is indicated in black in Fig. 2. Certain terminologies in the list are used only in the software domain, thus, these should be replaced with other terminologies that can be used in software and hardware domains simultaneously to represent the same meanings. For example, the requirement “Debuggability” means that the software should allow designers/users to locate and correct errors in the program code. In the new list of non-functional requirements, the requirement “Correctability” is proposed to replace “Debuggability”, because the mechatronic system should allow designers/users to locate and correct not only errors in the program code, but also those in the hardware. This type of terminology is indicated in blue in Fig. 2. Terminologies that describe the non-functional requirements for hardware parts of mechatronic systems should be added to the list. The list proposed by Mairiza et al. does not include non-functional requirements relating to the physical attributes for hardware parts of mechatronic systems, such as the size and weight. This type of terminology is highlighted in green in Fig. 2. The importance of perspective of the product life cycle has been discussed in Section 2. However, the non-functional requirements relating to the entire product life cycle have not been fully considered in the list proposed by Mairiza. Therefore, the authors propose certain terminologies for non-functional requirements, such as Deliverability, Recyclability, Productivity and Process Management Time. The non-functional requirements relating to the product life cycle are indicated in purple in Fig. 2. The proposed list of non-functional requirements for mechatronic systems can be modifiable, and new terminologies that describe certain special non-functional requirements can be added to the list according to special customer needs or designers’ understanding of the mechatronic system. For example, for mechatronic systems that operate in extreme environments, several special non-functional requirements, such as Heat Resistance and Corrosion Resistance, may be proposed by users or designers. This type of non-functional requirement is indicated in red in Fig. 2.
Figure 2 presents a non-exhaustive list of non-functional requirements proposed by the authors. The authors wish to point out that the non-functional requirements used by designers to evaluate a mechatronic system stem from the information provided by stakeholders and usage scenarios. That is, designer experiences aid in deriving the non-functional requirements from the aforementioned information. The proposed list can be used as a general reference to help designers select non-functional requirements and evaluate the manner in which the mechatronic system realises the functions. Therefore, different non-functional requirements should be selected according to varying design contexts, and it is not necessary to use all of the listed non-functional requirements to evaluate a mechatronic system. Moreover, the terminologies in the list can be extended by designers according to different design contexts.
It can be very complicated to select one suitable component from a set of alternatives, where multiple objectives are important to designers. The proposed component selection method provides designers with effective support to solve this MADM problem. The criteria for aiding designers in evaluating the alternatives and their combinations are proposed based on the non-functional requirements.
The proposed component selection method can generally be divided into two steps: component alternative pre-selection and architecture definition. In the component alternative pre-selection step, designers analyse the compatibility of the possible alternatives of two components linked by one interface, to eliminate impossible combinations of certain alternatives. The second step is known as “architecture definition”, in which designers select the optimal combination from the possible combinations by solving the MADM problem. The following sub-section presents the first step relating to the component alternative pre-selection.
If a mechatronic system can finally be decomposed into
It is known that one combination
where
There must exist one and only one alternative for each component selected by designers; therefore, the following constraint should be satisfied:
where
Example of alternative pre-selection step.
Interfaces can aid designers in guaranteeing the compatibility of different components. If two components can be integrated correctly by means of an interface, the pair of components is compatible [45]. As illustrated in Fig. 3,
Two components are considered to be incompatible with one another if they cannot be linked together directly or cannot be selected at the same time (examples regarding the incompatibility of different components can be found in Section 4.4).
The authors propose a compatibility indicator
For a mechatronic system with
where
For a pair formed by the alternatives of two different components, the related indicator value depends on whether or not the two components are compatible with one another. These values can be obtained by using the compatibility rules established by pre-defined knowledge or designers. For details on the compatibility rules and their implementation in computer-aided design platforms, interested readers are referred to [45].
To verify whether or not a combination with
Hence, any given combination can be checked via the value of
For a system with small or medium-sized alternative combinations, all valid alternatives can be checked. When facing large-sized alternative combinations, this checking method can be embedded into an optimisation process to exclude invalid or “sub-optimal” alternatives; for example, by being embedded into the “generate-and-select” optimisation process [46].
With the aid of the alternative pre-selection step, the number of combinations that should be evaluated in the following step will be significantly decreased.
Selecting the components among various alternatives to achieve the most suitable combination can be considered as a typical MADM problem [47]. Various methods, such as ranking methods (for example, the analytic hierarchy process (AHP) [48] and fuzzy methods [49]), and mathematical optimisation methods [50], have been proposed to solve the MADM problem. Ranking methods can order alternatives from best to worst with user preferences. Users can modify their requirements to adjust the order, which is more useful in practice because the success rate for selecting the optimal alternative can be improved. In the mathematical optimisation methods, objective functions are constructed to represent different factors or attributes, along with their interrelationships. Researchers aim to determine a set of ideal optimal solutions among the infinite solution space in theory when facing MADM problems [51]. The main difficulty within mathematical optimisation methods is the construction of suitable objective functions, as it is difficult to define or express the attributes and their interrelationships using accurate mathematical models, particularly for discrete variables.
Normally, non-functional requirements are used to test whether a product satisfies customer needs following the design phase. In this paper, the non-functional requirements are considered in the early design phase of a mechatronic system, so that design errors owing to ignorance of the requirements relating to the following processes can be avoided.
Following the pre-selection step, valid combinations can be obtained. Criteria for evaluating each combination are proposed by designers, according to the non-functional requirements. To evaluate these alternatives, a MADM model [52] is adopted. This model is composed of two sub-models, namely a deviation model and a similarity model. Hence, it includes two metrics for evaluation compared to other mono-metric models using “distance-based” evaluation. A further advantage of this model is that it is more suitable for dealing with vector-represented solutions in the discretised solution space. In this study, possible combinations can be represented by vectors with qualitative or quantitative values of the evaluation criteria; that is, non-functional requirements. The MADM model is expressed as follows:
where
where
where
The similarity model is based on Grey incidence analysis, which can measure the similarity between two data sequences to determine whether or not their relation is close by investigating their “shapes”, but not “distance”. Therefore, Grey incidence analysis is highly suitable for compensating for the drawback of the “distance-based” model, by measuring the similarity of curves/datasets in the
and their processed forms (processed by Grey operators),
The similarity between the two vectors can be obtained by applying:
where
The similarity obtained by applying Eq. (15) is known as the absolute degree of Grey incidence, which can measure the similarity for vectors with more than two attributes. For those vectors with two attributes, the relative degree of Grey incidence can be adopted to measure the similarity. The relative degree of Grey incidence is used to calculate the value change rate of the second attribute compared to the first one in a vector or data sequence with two attributes. If the change rates of the two vectors are more similar, the similarity between them is greater. The calculation of the relative degree of Grey incidence is similar to the calculation of the absolute degree of Grey incidence, but the original vectors are processed by different Grey operators. Further details regarding the Grey operations can be found in [53].
UML activity diagram for architecture definition process.
With the above adopted MADM model, to use multiple non-functional requirements for evaluating the combinations of the component alternatives, the requirement-driven architecture definition approach is complete. Figure 4 represents the general procedure for this approach with a UML activity diagram. The design requirements should firstly be classified into functional and non-functional requirements. The functional requirements provide initial information regarding the main architecture. Following the component and interface decomposition process, the discipline-specific components of the system and their alternatives can eventually be achieved. Criteria for evaluating the alternatives and their combinations can be proposed according to the non-functional requirements. Following the application of the compatibility checking method in the alternative pre-selection step, designers can select the most suitable combination from the possible combinations by using the MADM model.
Two case studies, corresponding to the designs of a lunar roving vehicle and an automated CMC materials cutting system, are presented in this section to demonstrate the application of the requirement-driven architecture definition approach to systems engineering practices, in both the academic and industrial domains.
Functional requirements for lunar roving vehicle
Functional requirements for lunar roving vehicle
The first case study is a lunar roving vehicle for the RobAFIS robot competition, organised by the French chapter of the International Council on Systems. The requirements demanded by the RobAFIS robot competition are presented hereafter.
Presentation of requirements for lunar roving vehicle
The RobAFIS is a robot competition organised by the French chapter of the International Council on Systems, the main objective of which is to highlight the benefits of basic systems engineering education in the development of complex systems in a real environment. An official document is distributed to each team, consisting of students and their supervising teachers. They should realise a collaborative systems engineering approach to develop a robot, satisfying certain requirements described in the official document.
According to the official document of RobAFIS 2016, each team is required to develop a lunar roving vehicle based on LEGO Mindstorm EV3. The lunar roving vehicle is controlled by a single operator from the control centre on earth, which does not have a direct view of the vehicle in its deployment area on the moon. The lunar roving vehicle should fulfil one ex- ploration mission on the moon.
The exploration mission is divided into three phases. During the first phase, moving the lunar roving vehicle from the arrival area to the base camp by following the black bands is carried out without operator intervention. When the base camp is reached, the vehicle automatically stops and sends a beep to indicate that the following step can be engaged.
The operator engages the second phase by taking control of the vehicle, from the control centre and through the remote control terminal. To track its movements and identify the area and waypoints, the operator has a video feedback, provided by a camera mounted on the vehicle, and the video is transmitted to the control centre and displayed on the remote control terminal. The global mission will involve placing the waypoints (identification marks) on different points of the planet surface considered as dangerous, to allow the vehicles of following missions to move securely.
The global mission will take place over three days, with different waypoints for each day:
one slot on the first day; two low light areas on the second day; and three bad linking conditions with the control centre on the third day.
The third phase decomposes the vehicle joining the base camp, and then the arrival area at the end of the day. During this phase, the waypoints should be completed; the vehicle should be manually controlled by the operator from the control centre via the remote control terminal.
In addition to the missions that should be fulfilled by the lunar roving vehicle, other constraints such as the dimension, weight, and development leading time, are also demanded in the official document of RobAFIS 2016.
The following sub-section presents the specification of functional and non-functional requirements according to the previous introduction to the lunar roving vehicle.
After analysing the official document of the lunar roving vehicle, designers should specify the requirements and classify them as functional and non-functional requirements.
As discussed in Section 3, functional requirements define the system behaviour and they can be further decomposed into sub-functional requirements. Table 1 displays the hierarchical structure of the functional requirements for the lunar roving vehicle.
The authors propose a list of non-functional requirements for the design of mechatronic systems. According to the description in the official document of RobAFIS 2016, several criteria can be selected from the list of non-functional requirements (Table 2).
Non-functional requirements for lunar roving vehicle
Non-functional requirements for lunar roving vehicle
In the requirement-driven architecture definition approach, the functional requirements aid designers in realising the system decomposition, while the non-functional requirements enable designers to solve the component selection problem. The following sub-section presents the system decomposition process for the lunar roving vehicle using the specification results of the functional requirements.
Functional requirements, functional structure and main sub-systems.
When the functional requirement specification is completed, a hierarchical functional structure can be defined, and the principal sub-systems of the lunar roving vehicle exhibiting the sub-functions can be proposed (Fig. 5).
The eight main sub-systems should be further decomposed to achieve the complete architecture. For example, the remote control sub-system (
System decomposition for lunar roving vehicle.
After applying the proposed system decomposition method, the lunar roving vehicle is decomposed into components. However, different component candidates or design solutions may be proposed for each component by discipline-specific design teams. The following sub-section presents the component selection process for the lunar roving vehicle.
Table 3 displays the component candidates or design solutions for each component of the lunar roving vehicle, which can be considered as design alternatives, and the most suitable combination among these should be selected.
Components and their alternatives
Components and their alternatives
If all alternative combinations for each component are considered, designers will have 72 different combinations. However, the step of “alternative pre-selection” can be adopted to eliminate invalid combinations of certain alternatives, which can significantly reduce the number of combinations.
In this step, the non-functional requirement “Compatibility” should be taken into consideration. After analysing the compatibility between the proposed alternatives for each component, designers find that the smartphone (
Thereafter, according to the algorithm for alternative pre-selection, presented in Section 3.3.2, the combinations with “0” values of
After eliminating such invalid combinations, the number of possible combinations is reduced to 36. In the following stage, the designers need to identify the most suitable combination from these valid alternatives. To evaluate the alternatives, decision criteria and weights should be set. In this case study, seven non-functional requirements are selected, according to the description in the official document of RobAFIS 2016. These non-functional requirements can be used as evaluation criteria.
Compatibility matrix for lunar roving vehicle
Criteria values of each alternative for lunar roving vehicle
Table 5 presents the criteria values of each alternative. The values are determined according to the following principles:
The estimation and determination of the criteria values for each alternative is a complicated process. The team of the Université de Technologie de Compiègne (UTC) has participated in the RobAFIS robot competition several times; thus, the proposed alternatives for each component have been tested during the competitions in previous years. For example, the joystick was tested and adopted in the remote control sub-system for RobAFIS 2015. Therefore, its development leading time, cost, and other factors, were estimated using historical projects. For the values that can be quantified (such as development leading time, cost, and physical size), designers can directly provide their estimations. However, for qualitative values (such as efficiency and robustness), a five-level scoring system is used to indicate their grades. Table 6 displays the relationships between the scores and grades. Variables for quality grades of alternatives
Not all alternatives should be evaluated by every criterion. This principle can be applied to two cases. The first case is that, although certain criteria can be proposed for certain components, designers select the suitable components with little aid from such criteria. For example, it is unnecessary to consider the cost of chassis assembled by the pieces of LEGO pack EV3, because the LEGO pack EV3 is provided by the competition organisers and a criterion such as Affordability (
In multi-criteria decision-making, usually, not all criteria have the same importance. It is necessary to assign decision weights to different decision criteria to express the design requirements more effectively.
Example of evaluation results of alternative design combinations
Note: the best alternative is that with the largest index value,
In the case study, the competition rules described in the official document imply the weight of each criterion. For example, in accordance with the competition rules, the lunar roving vehicle with a maximum dimension exceeding 300 mm
For other criteria, even decision weights are assigned. Hence, the weights for the selected decision criteria are expressed as
When the decision criteria values and weights have been established, the next step is to apply the adopted MADM model introduced in Section 3 to generate decision index values for ranking the alternative design combinations. For computation, all alternatives should be represented by criteria vectors and an ideal or aspired solution (known as the “goal solution/vector”), and the ideal/aspired design combination should be constructed. For example, an alternative combination
can be represented by an equivalent simplified vector with seven evaluation criteria values, as follows:
Similarly, the “goal solution/vector” can also be represented by a vector composed of seven criteria with their best values:
where
With the “goal solution/vector” and alternative vectors, index values for decision-making can be calculated by applying Eqs (10) and (15). Table 7 provides several evaluation results of the 36 valid alternative design combinations. The alternative with the largest index value, 0.7613, is identified as the optimal alternative.
Therefore, the optimal design combination is:
Figure 7 illustrates the lunar roving vehicle and its final component selection.
Lunar roving vehicle and its component selection.
The applicability of the proposed design method is demonstrated by an academic example. However, for design cases in the industry, functional and non-functional requirements are seldom formalised in detail in an official document, and designers should capture both types of requirements from customers. However, the number of alternative combinations from which designers select the most suitable combination may be large owing to the tremendous number of components and their alternatives. An industrial case based on an automated CMC materials cutting system is selected to demonstrate the proposed design method in the following sub-section.
Functional requirements for automated CMC materials cutting system
The second case study selected for demonstrating the application of the proposed requirement-driven architecture definition approach is an industrial example. The team of the School of Mechanical Engineering at the Northwestern Polytechnical University (NPU) is required to design an automated CMC materials cutting system by a local superhard material company to cut workpieces made of CMC materials into various forms, according to different industrial uses. CMC material is a type of superhard material that is widely used in the components for high-temperature gas turbines, space vehicles, and brake systems, among others, because of its high hardness, reduced weight, and corrosion and high-temperature resistance.
Specification of functional and non-functional requirements
As opposed to the academic design example corresponding to the lunar roving vehicle in which customer needs have been described in detail in the official document, designers should capture the design requirements of the automated CMC materials cutting system from interviews with stakeholders and analyses of usage scenarios.
According to interviews with stakeholders and analysis results of usage scenarios, the authors summarise the hierarchical structure of the main functional requirements in Table 8. The criteria selected from the list of non-functional requirements to evaluate the alternative combinations for each component are presented in Table 9.
Non-functional requirements for automated CMC materials cutting system
Non-functional requirements for automated CMC materials cutting system
According to the proposed system decomposition method, the main sub-systems can be determined by embodying the functional requirements, and the components can be obtained by decomposing the proposed sub-systems. Figure 8 illustrates the components and the interfaces among them for the automated CMC materials cutting system.
System decomposition for automated CMC materials cutting system.
Table 10 presents the design alternatives for each component of the automated materials cutting system, from which the most suitable combination should be selected.
Components and their alternatives
Components and their alternatives
As opposed to the academic example, the number of alternative combinations from which designers select the most suitable is excessively large, owing to the tremendous number of components and their alternatives involved in industrial mechatronic systems. Therefore, compared to the academic example, designers should pay additional attention to the pre-selection step, during which impossible alternative combinations can be eliminated, so that the number of combinations evaluated during the architecture definition step can be significantly reduced. The alternative pre-selection algorithm presented in Section 3.2.3 aids designers in eliminating invalid combinations of certain alternatives, including incompatible components. In this case, for example, the six-axis robot (
Finally, designers should select the most suitable option from the list of alternative combinations. Firstly, together with stakeholders, designers assign the decision weights to the proposed criteria to indicate the different importance values of the non-functional requirements. For example, the operator safety (
After assigning the decision weights to different criteria, designers determine the values of the alternatives for each component. For example, compared to waterjet cutting, laser cutting has a narrower kerf width, so it can achieve higher accuracy. However, the laser cutting results in the heat-affected zone that may lead to a change in the intrinsic properties of the CMC materials. By using the proposed algorithm in Section 3.2.3 to solve such an MADM problem, designers can select the most suitable option from the list of alternative combinations.
Figure 9 illustrates the automated CMC materials cutting system and its final component selections.
Automated CMC materials cutting system and its component selection.
The proposed requirement-driven architecture definition approach is discussed in this paper. Based on the results of the requirement specifications, the proposed architecture definition approach provides the following advantages:
This paper adopts the classification method proposed by Roman, in which the requirements are classified into functional and non-functional requirements. The functional requirements aid designers in realising the system decomposition, while the non-functional requirements enable designers to solve the component selection problem. A list of non-functional requirements regarding the specificities in the design of mechatronic systems is proposed to aid designers in selecting the criteria and the most suitable components. The proposed component selection method is divided into two steps: component alternative pre-selection and architecture definition. In the first step, designers analyse the compatibility for the possible alternatives of two components linked by one interface to eliminate impossible combinations of certain alternatives. In the second step, designers select the most suitable combination from the possible combinations by solving the MADM problem.
Nevertheless, although the design teams of UTC and NPU applied the proposed requirement-driven architecture definition approach successfully in both the academic and industrial domains, several perspectives for future research based on this approach are recommended, as follows:
In this paper, a lunar roving vehicle proposed by the RobAFIS robot competition is selected to demonstrate the requirement-driven architecture definition approach. Customer needs have been described in detail in the official document. Instead of capturing the requirements from customers, designers can obtain customer requirements for the lunar roving vehicle and classify these into functional and non-functional requirements by carefully analysing the official document. However, in most industrial design cases, such as the case study of the automated CMC materials cutting system, the manner in which to capture the design requirements, particularly the informal or potential requirements, from stakeholders and usage scenarios, remains a critical issue for designers. In Section 2, several methods for the capturing of design requirements have been reviewed, and these can be considered as potential solutions to the problems relating to capturing design requirements. However, products have become increasingly complex, and obtaining comprehensive customer requirements becomes more challenging. Substantially more attention should be paid to the method for capturing the design requirements of complex systems from stakeholders and usage scenarios in the future. Without using any optimisation searching scheme, the number of combinations that should be evaluated in the following step for the two cases above have even been considerably decreased. However, for other more complex design problems, in which the supply chain is longer or supplier network is wider and more candidate components are available, the complexity scale of the pre-selection and evaluation will be quite high. For such a complex design context, various mathematical optimisation algorithms and methods applied in other domains could be used to aid designers in finding a set of ideal optimal solutions among the huge or even infinite solution space [54]. For example, Kyriklidis and Dounias adopted the genetic algorithm to find the most optimal manner to allocate resources for project management [55]. Mencia et al. used the genetic algorithm to achieve the best solution for the scheduling problem during the production process [56]. Wang and Szeto adopted the chemical reaction optimisation algorithm to determine the optimal solution for transportation network design [57]. These algorithms could possibly be modified with special encoding to represent alternative combinations in a discrete manner for the design problem in this study. Thereafter, a type of searching scheme could be applied to explore the large solution space. As mentioned previously, when the number of alternative solutions is huge, the adopted decision-making model can be embedded into the search scheme as a main objective or fitness function to improve the searching and decision-making efficiency for the optimisation process. For the cases in this study, the design-related datasets are managed either manually or by “raw” algorithms, without a friendly user interface “package”. In practice, it is necessary to provide the IT integration of software for managing the design data, thereby ensuring access exclusively to authorised designers and avoiding malicious ones [58]. Therefore, future work should focus on the implementation of the proposed requirement-driven architecture definition approach in a home-made expert PLM system. Knowledge-based engineering (KBE) methods and tools will be adopted for the expert system development. Moreover, design rules or case families [59] will be structured. Therefore, case-based reasoning (CBR) [60] or rule-based reasoning [61] can be combined with MADM models and optimisation algorithms to serve as the system reasoning engine. The authors’ research team has developed a knowledge base for implementing the interface compatibility rules based on Knowledgeware of Dassault Systèmes to aid designers in achieving automated tests of compatibility among different components [62]. However, considerable effort is still required for the development of an expert system that can realise the automated conceptual design process for mechatronic systems and more complex product-service systems. The main challenge in implementing the proposed approach in an expert system is that it is difficult to transform the heterogeneous design knowledge derived from previous design cases or rules of different disciplines into a common and logical form on the semantic level [63]. Ontology is considered as a potential solution for processing the heterogeneous information on the semantic level [64]. The authors’ research team intends to use an ontology-based approach to solve the aforementioned semantic problem for the design of mechatronic systems [65]; however, numerous further studies need to be carried out in the future. Another main barrier is the manner in which to use mathematical models/expressions to represent diverse quantitative and non-quantitative system requirements, design constraints, manufacturing constraints, and supply chain/network capabilities, among others, so as to facilitate the development of general computational decision making support tools, such as the compatibility checking computational tool in this paper, for complex system design. In the future, the authors will focus on how to combine traditional rule-based or case-based methods with computational models to solve complex interdisciplinary system design problems, as well as more complex product-service systems in an automated manner, with a life cycle view.
The paper has proposed a requirement-driven architecture definition approach. To define the architecture of a mechatronic system, the research issues relating to system decomposition and component selection should be paid special attention. The proposed approach addresses the two issues by formalising the conceptual design process, from the specification of design requirements to the final architecture definition. The main contributions of the work lie in the following three levels. Firstly, the authors provide designers with a formulated specification of design requirements, which classifies design requirements into functional and non-functional requirements. Secondly, the decomposition method of the proposed approach allows designers to realise system decomposition based on functional requirements. Thirdly, the component selection method of the proposed approach can aid designers in selecting the most suitable components among various alternatives. The effectiveness and applicability of the proposed approach are demonstrated by two highly different case studies from the academic and industrial areas. Compared to the RobAFIS robot competitions of the past three years, the proposed approach is proven to be more efficient, as the development leading time in RobAFIS 2016 was significantly reduced.
Footnotes
Acknowledgments
This project is supported by National Natural Science Foundation of China (grant no. 51805437).
