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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Synopsis of the MBSE, Lean and Smart Manufacturing in the product and process design for an assessment of the strategy “Industry 4.0”</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Eugenio Brusa Dept. Mechanical</string-name>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Italy eugenio.brusa@polito.it</string-name>
        </contrib>
      </contrib-group>
      <abstract>
        <p>-The industrial product development is currently managed by resorting to the Model Based Systems Engineering (MBSE), aimed to decompose the systems complexity, to the Lean Manufacturing, allowing to achieve the targets of Quality, Cost and Delivery (QCD), and to the enabling technologies of the Smart Manufacturing. Those three approaches are still assumed completely uncoupled, against the evidence of the disruptive power of their mutual and full integration, as is herein discussed. This integration looks the goal to be achieved for a definitive assessment of the so-called strategic initiative “Industry 4.0”, as is currently promoted worldwide to improve the industrial productivity.</p>
      </abstract>
      <kwd-group>
        <kwd>Industry 4</kwd>
        <kwd>0</kwd>
        <kwd>Model Based Systems Engineering</kwd>
        <kwd>Lean Manufacturing</kwd>
        <kwd>Smart Manufacturing</kwd>
        <kwd>Product lifecycle development</kwd>
        <kwd>System Design</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>Copyright © held by the author</p>
      <p>INTRODUCTION</p>
      <p>
        The most recent transformation of the worldwide
industrial organization aims to improve the system quality, to
reduce cost, and to finalize the product delivery to the
customer needs [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. A review of the product and process
design activity, respectively, is currently promoted. To
achieve those targets, a straight application of the Systems
Engineering (SE) to the product development [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], of the
Gemba Kaizen to the process management [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ], and of the
enabling technologies promoted by the strategic initiative
“Industry 4.0” to the industry digitalization [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], automation
[
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] and “autonomation” [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], is proposed. The last two
approaches are even known as “lean” (LM) [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ] and “smart”
(SM) [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ] manufacturing, respectively. Many companies
currently resort to those approaches, although a complete
awareness of their powerfulness seems not yet achieved.
Particularly, those approaches are wrongly assumed to be
completely uncoupled. The SE is often associated only to the
product development, although it is intrinsically linked to the
process management. The LM is often perceived as a
rationalization of the material processing, by neglecting its
connection to the product development. Finally, the
disruptive technologies supported by the SM are just
considered as a progress of tools, more than a mean to
implement the LM and, very seldom, they are considered as
a relevant part of the SE implementation. Despite that wrong
perception, those three innovation levers are tightly
cooperating to face the product complexity, by assuring
quality, cost reduction, effective delivery as well as the
product reliability, availability, maintainability and safety
(RAMS). Moreover, they allow a suitable interaction
between customer, designer, manufacturer, maintainer and
supplier, as some implementation, like the Word Class
Manufacturing (WCM), already defines and supports [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. A
comprehensive discussion about the mutual coupling
between Systems Engineering, even in its implementation as
      </p>
    </sec>
    <sec id="sec-2">
      <title>Model Based (MBSE), Lean (LM) and Smart Manufacturing</title>
      <p>(SM) is herein proposed, by analysing methods, processes,
tools applied by each approach. As a result, they look like the
edges of an ideal triangle, which defines the perfection of
their full integration for a unified approach to design, to
produce and to deliver.</p>
      <p>II.</p>
      <p>CHARACTERIZING THE MBSE, LM AND SM</p>
    </sec>
    <sec id="sec-3">
      <title>A. The MBSE and SE</title>
      <p>
        To synthetize herein briefly, the MBSE primarily looks at
the product as a complex system and helps the designer and
the manufacturer to manage the whole Product Lifecycle
Development. The MBSE allows decomposing the system
complexity, and assuring a complete traceability of the
system requirements to functions, of functions to subsystems
and components, of subsystems to the built parts, classified
by a part number. This action is effectively performed, by
resorting to some pillars, like the method, the process, the
tools and the data management [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
      </p>
      <p>
        The methodology includes a preliminary selection of a
suitable model of the Product Life Cycle, as the well-known
“V–diagram” depicted in Fig.1, and even other ones [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ].
Fig. 1. The ‘V–diagram’ used as a model for the Product Life Cycle in the
MBSE.
      </p>
      <p>This model clearly states the relevant role of the
customer in defining the system requirements and the
importance of the stakeholders. The design activity
(Application Lifecycle Management, ALM) is somehow
mirrored, by level, with the corresponding actions of
manufacturing (Product Lifecycle Management, PLM), and
links the system conception to its production, through the
“V” look of the diagram. A key issue of this method is that it
applies some reusable and digital models. They include a
qualitative description of the system behaviour, architecture
and operation (functional modelling) and a quantitative one
(physical or better numerical modelling), based on a
numerical and mathematical structure. The numerical
modelling is exploited to describe the system geometry, to
predict its performance, to make a trade-off of its
configurations, typically by resorting to an heterogeneous
simulation, in which the functional and the physical models
are both included. The verification of requirements and the
product validation even resort to those models to check the
correspondence between product and model, and between
product and customer needs, respectively.</p>
      <p>The process brings the user to perform the requirement
analysis, then the operational, functional, logical and
physical analyses, in sequence, to reach a design synthesis.
The tools exploited include some typical diagrams, defined
within a standard language, as the SysML, but even some
architecture frameworks, as they are defined, for instance, by
several Departments of Defence (DODAF, MODAF, NAF)
or some Space Agency (ESAAF). Particularly, some typical
system capabilities, which are exploited in operation, are
identified within the architecture framework, through several
views of the system, and this helps the designer to define the
best solution among those proposed.</p>
      <p>
        Finally, several tool software are interoperated through a
platform, which defines a tool chain, including several data
bases, which need an effective data management to share the
information, through a careful control of changes introduced
by the operators, classified by a hierarchic level. It is worth
noticing that nowadays aside a functional analysis a
dysfunctional is already accomplished in the preliminary
technology trade–off [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. This includes a preliminary
investigation about the system behaviour in presence of
classified failure modes in its architecture, thus allowing a
prediction of the system effectiveness and reliability, before
that a final configuration could be defined.
      </p>
      <p>
        The MBSE offers some typical features to help the
product developer in reaching the goals above mentioned. As
Fig.2 shows, the two common activities of the trade-off
analysis and of the requirements verification and system
validation (V&amp;V) are deployed by resorting to the three
typical analyses of requirements, functions (and operations)
or dysfunctions, and physics of the system. More recently,
the application to the industrial product and no longer only to
the software, suggested of decomposing the functional
analysis into a preliminary identification of functions and
operations and then of the logical activities performed by the
system architecture, thus adding the logical analysis as an
intermediate step of the design activity [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. The language (as
the SysML) provides some diagrams, made standard to be
shared between customer, manufacturer and supplier. Three
main graphical products as the functional, logical and
product breakdown structures are created. They allow
distinguishing the functions of system, from the logical
components, describing their operation, but never the
commercial products associated, from the product
components, which are then selected, among those actually
available on the market. The design synthesis brings to a
definition of the whole product integration, tailored to
homologation, when is foreseen, or to product liability and
RAMS.
      </p>
      <p>
        It is worth noticing that nowadays the MBSE approach
includes a combined functional and non-functional or
dysfunctional analysis to anticipate the prediction of system
reliability, since the preliminary design activity [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. This
action is made easy by a straight correspondence between the
main steps of the product development and those required by
the RAMS analysis, as is described in Fig.3.
      </p>
      <p>COMMON ACTIVITIES</p>
      <p>TRADE-OFF:
Define alternative
solutions and
optimise
NUMERICAL MODELING</p>
      <p>INTEROPERATED</p>
      <p>MODELS
HETEROGENEOUS
SIMULATIONS</p>
      <p>V&amp;V:
VIRTUAL AND REAL</p>
      <p>TESTING</p>
      <p>CONTENTS, TOOLS AND PRODUCTS
Customer needs and Mission, Scenarios
business modeled Contexts
Requirements Requirement diagram</p>
      <p>FuDnyctsifounnsctainodn/sor bdAlicaotgcivkrai,tmyP,asSc(ekBqaeguheean(vAcieorc,uhSri)tt;aeBtcelto,uUcrkes,)eInctaesrenal FUNCTIONAL
Functional architecture FUNCTIONAL BREAKDOWN STRUCTURE ANALYSIS</p>
      <p>(FBS)</p>
      <sec id="sec-3-1">
        <title>Logical architecture (LLOBGSI)CAL BREAKDOWN STRUCTURE PHYSICAL</title>
      </sec>
      <sec id="sec-3-2">
        <title>Product architecture (PPRBOSD)UCT BREAKDOWN STRUCTURE ANALYSIS</title>
        <p>ANALYSES
REQUIREMENTS
ANALYSIS
Product integration
and design synthesis
HOMOLOGATION
/ LIABILITY</p>
        <p>RAMS</p>
        <p>TARGETS</p>
        <p>The analogy between functional and dysfunctional
behaviors is defined. As the functional analysis focuses on
the functions, the functional hazard analysis identifies the
system failures. Similarly, a logical component performs a
logical operation, while in the other analysis it is required to
assure a target of reliability, which becomes a real
reliability performance in the final product, as a commercial
component is identified to physically provide that logical
operation.</p>
        <p>
          When the MBSE approach is implemented, a digital
model of the whole product is preliminarily synthesized and
used to predict the product performance in operation.
Particularly, the FBS, as is depicted in Fig.4, representing
the example of a flywheel on magnetic suspension, is used
to generate an IBD, for instance, which allows the trade-off
analysis [
          <xref ref-type="bibr" rid="ref12">12</xref>
          ]. The latter is sometimes converted into a LBS,
or directly into a numerical model, having the same layout,
but including, in addition and within the blocks, some
mathematical equations, describing quantitatively the
system performance. Numerical simulation is used to define
the label data of the commercial components most suitable
to be selected for composing the PBS.
        </p>
        <p>
          The software tools used to build up the digital model
need to be interoperated, i.e. connections must allow a
straight transition of information between the tools [
          <xref ref-type="bibr" rid="ref13">13</xref>
          ].
This is sometimes a bottleneck for the development of this
approach although several solutions are currently available.
They are based either on a tool chain provided by a unique
vendor, who assures the products interoperability by design,
or on some connectors, compliant with some standards like
the OSLC [
          <xref ref-type="bibr" rid="ref14">14</xref>
          ].
        </p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>Functional Breakdown Structure (FBS)</title>
    </sec>
    <sec id="sec-5">
      <title>Internal Block Diagram (IBD)</title>
    </sec>
    <sec id="sec-6">
      <title>Numerical model for dynamic simulation</title>
    </sec>
    <sec id="sec-7">
      <title>Product Breakdown Structure (PBS)</title>
    </sec>
    <sec id="sec-8">
      <title>B. The Gemba Kaizen and the Lean Manufacturing</title>
      <p>Many approaches currently applied to the process
management, more than to the product development, as the
SE does, including the Total Quality Control (TQC), or</p>
    </sec>
    <sec id="sec-9">
      <title>Management (TQM), the Just In Time (JIT), the Total</title>
    </sec>
    <sec id="sec-10">
      <title>Predictive Maintenance (TPM), the WCM already cited,</title>
      <p>
        basically resort to the Japanese philosophy of the Gemba
Kaizen [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. It promotes a continuous improvement (kaizen)
of the process and of the frame within which is actually
performed (gemba), through some small and effective
changes, overcoming specific problems or inefficiencies
(muda), identified step by step, by the people involved in the
production activity. This leads to a simplification of the
process itself, to improve the customer satisfaction, and to
rationalize the whole production line (lean production). The
five principles of the Lean Thinking and Manufacturing [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ],
are applied, since, the main issues of this approach are the
value, the value flow, the process flow, the pull production
and the perfection of results. Particularly, a specific goal in
the material transformation process is making the theoretical
time to produce a given element (averaged on the production
baseline), known as the “takt time”, as much as possible
close to the real time to produce it, or the “cycle time”, to
increase productivity and effectiveness [
        <xref ref-type="bibr" rid="ref15 ref3">3,15</xref>
        ].
      </p>
      <p>The three pillars of the LM are the so–called
housekeeping (HK), the identification and elimination of
inefficiencies or muda (ME), and the assessment of suitable
standards to be repeatedly applied, by the operator, to the
process (STD).</p>
      <p>As for the SE, a method can be identified in the practice
of Gemba Kaizen. The process management is meant to
perform simultaneously two actions, as the maintenance of
the existing practices and their continuous improvement. The
first rule applied is “Plan–Do–Check–Act” (PDCA), then a
coherent standardization follows, and applies the rule</p>
    </sec>
    <sec id="sec-11">
      <title>Standardize–Do–Check–Act (SDCA). The goals driving</title>
      <p>those activities concern the priority of quality over all; the
use of data, collected and retrieved by the process, to
evaluate its effectiveness, but even to create a base for a
statistical analysis; the target of customer needs and
satisfaction as a unique and real target of the whole process.</p>
      <p>Several tools are exploited. A policy is first stated, to
define the object of improvement (policy deployment), then
people are involved through the Quality Circles, being
groups of operators asked to express their useful suggestions
about any process inefficiency (QC). Particularly, they must
monitor the effectiveness of operations, to reduce the fatigue
of operators, by increasing the ergonomics, safety,
productivity, quality, and security, and decreasing the
production time and cost.</p>
      <p>The operators express their suggestions, through different
means, but all concern the quality improvement, the cost
reduction and the delivery enhancement (QCD). Upon the
suggestions received, the management defines some
standards, and then the operators, who drive their continuous
refinement, test them and allow a definitive assessment.</p>
      <p>When the Gemba Kaizen is applied, several paths are
followed, constituting a sort of checklist of activities. They
are organized like into a matrix form. The rows of that ideal
matrix are the three activities of HK, ME, and STD
previously described. They define the items of the process
management, somehow like the use cases of the SE. The
matrix columns are the three main goals defined by the QCD
system. They define also the metrics to be applied, to
evaluate the effectiveness of the running process.
Particularly, when the manufacturer plains the activity, he
defines the Quality Function Deployment (QFD, related to
ISO 9000 series and 14000 and others), the Cost metrics
(about product quality, productivity, stocks, production line
flexibility, machinery stops, use of space, lead-time), and
Delivery targets (efficiency, promptness, completeness, time,
related to the implementation of the JIT).</p>
      <p>The maintenance is performed by implementing the
housekeeping, and five activities are performed. They
compose the so–called set of “5 S” (seizi = clean out the
production line; seiton = configure properly what you kept in
line; seiso = clean the machinery and check; seiketsu =
applied the three above steps to the operators; shitsuke =
assure the self-discipline of the operators, write the standards
and make some practices). According to that scheme, the
rules of housekeeping are defined, and the related standards
are written.</p>
      <p>The standardization is even deployed by considering the
targets of quality, by resorting to a list of five issues, known
as the “5 M” items (men, machinery, materials, methods,
metrics).</p>
      <p>The improvement is based on the elimination of
inefficiencies or muda, and is performed by identifying the
root cause by answering to a sequence of the so–called five
“why?” or “5 W”. A classification of muda into mura
(changes, variations, irregularities) and muri (excesses),
respectively, helps in sorting the problems to be solved. They
consider seven typical categories (7 muda), as the excess of
production, the excess of stocks, inefficiencies related to
product defects, operator motion, process performance, late
incoming of goods in production, and transportation systems.</p>
      <p>
        The architecture of the Gemba is even well defined. The
Gemba House, like in a framework, describes it completely
[
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. The production line layout is configured upon the
principles of the Total Productive Maintenance (TPM) and
the Total Flow Management (retrieving the information back
from the customer, as an input to retail units, distribution,
manufacturing, and supplier), respectively. Very often, a
structure organized by cells is proposed, to define different
steps of the manufacturing activity [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ] (Fig.5).
      </p>
      <p>CELL A</p>
      <p>PROCESS 1
SEPARATOR</p>
      <p>MATERIAL
DISTRIBUTION</p>
      <p>PROCESS 1
SEPARATOR</p>
      <p>CELL B</p>
      <p>PROCESS 1
SEPARATOR</p>
      <p>MATERIAL
DISTRIBUTION</p>
      <p>PROCESS 1
SEPARATOR
PROCESS 2</p>
      <p>PROCESS 2
WASTE</p>
      <p>SEPARATOR</p>
      <p>DELIVERY WASTE</p>
      <p>SEPARATOR</p>
      <p>DELIVERY</p>
      <p>
        The Gemba includes also a hierarchy of managers and
operators, all playing a specific and delimited role (to be
interpreted as cells of people). The model of Learning
Enterprise, where everybody sees, observes and suggests, is
implemented, through an operational chain starting from the
CEO (Chief Executive Officer) and going to the workshop
operator, through the chiefs of unit, department, and section.
Therefore, the LM exploits a real Training Within Industry
(TWI) [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ].
      </p>
      <p>The performance of process is easily evaluated, by
filling, along the production line, the so–called Value Stream
Map (VSM), in several data boxes, where all the indexes
describing the effectiveness of the running process are
certified.</p>
    </sec>
    <sec id="sec-12">
      <title>C. The Industry of the Future and the Smart</title>
    </sec>
    <sec id="sec-13">
      <title>Manufacturing</title>
      <p>
        Proposing in few sentences a complete description of the
strategic initiative “Industry 4.0”, resorting to the Smart
Manufacturing aimed to enhance the industrial productivity,
is rather difficult. Nevertheless, it is known that the Fourth
Industrial revolution [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ], coming after the introduction of
machines, production lines, robotics and automation in the
factories, is based on the smart cyber-physical systems and
the Big Data technologies, which deeply exploit the internet
(now Internet of Things, IoT), the cloud, and remote sensing
and monitoring systems. Those enabling technologies are
bringing the Industry to the future.
      </p>
      <p>They support the creation of suitable infra- and
intrastructures to implement the SE and the LM. Smart and
intelligent systems are widely interconnected, to perform a
true collaborative and somehow autonomous work, to be
adaptable to the working environment changes, to allow a
continuous and effective monitoring, prognosis, diagnosis
and control of systems in operation.</p>
      <p>
        To investigate the interaction between SM, MBSE and
LM, a short synthesis of the enabling technologies
characterizing the fourth revolution is proposed in Fig.6,
according to [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ].
      </p>
      <p>2</p>
      <p>Advanced Manufacturing Solutions (Collaborative Robotics)</p>
      <p>Additive Manufacturing</p>
      <p>Augmented reality</p>
      <sec id="sec-13-1">
        <title>4 Simulation (performance, process, machine)</title>
      </sec>
      <sec id="sec-13-2">
        <title>MBSE and SE 5</title>
        <p>Horizontal and Vertical Integration (Units,
Sections, Departments)
3
7</p>
      </sec>
      <sec id="sec-13-3">
        <title>6 Industrial internet</title>
        <p>Cloud
8</p>
        <p>Cyber-security</p>
        <p>Big Data and analytics
1
9</p>
        <p>One of the main goals of those technologies is allowing a
cyclic use of products, i.e. monitoring and maintenance of
the manufactured systems should increase the possibility of
re-use or longer use. A crucial issue is the integration of
manufacturing units spread on the different locations
(horizontal), with customers and suppliers, as well as that
between the design, the management and the workshop,
inside the same factory (vertical).</p>
        <p>
          All the enabling technologies introduced support an
effective enhancement of the manufacturing performance,
quality and safety, because they are based on the extensive
use of both the mechatronics and the digitalized information.
The system smartness is often related to different levels of
artificial intelligence, corresponding to some functions of
sensing, controlling and actuating, under a defined strategy
[
          <xref ref-type="bibr" rid="ref17">17</xref>
          ]. The advanced manufacturing solutions basically
include the automated systems and the collaborative
robotics, expression of mechatronics, and the additive
manufacturing technologies, fully based on the industrial
digitalization of product [
          <xref ref-type="bibr" rid="ref18">18</xref>
          ].
        </p>
        <p>
          The collaborative robotics helps humans in making
faster, controlled and more precise the manufacturing action,
improving the performance, decreasing the pain of operators
and assuring high levels of quality and safety. The design of
collaborative robotic devices surely faces some issues related
to complexity and to the actual needs to be satisfied, as in the
exoskeletons. The intensive use of automation in
manufacturing and material processes increases the
complexity related to multi-physics involved in the coupled
phenomena exploited [
          <xref ref-type="bibr" rid="ref19">19</xref>
          ]. Moreover, sensors in automated
systems allow simultaneously the application of control
actions, but even to extract a continuous information from
the operated system, which can be monitored, and analyzed
for an effective prognosis of failure and damage conditions,
as well as for a diagnosis, after that failures occurred. This
monitoring action can be connected by the industrial internet
and shared with the operators interfaced with the operating
system, or even remotely analyzed, by working units, even
far from the location of the monitored system. This use
involves the transmission of data, through the internet (IoT),
the cloud and under a severe requirement of cyber security.
        </p>
        <p>The additive manufacturing introduces another kind of
smartness, related to the digital content of information
directly sent by the designer to the production line,
extensively adaptable to many needs of shaping and
optimizing the product. It allows manufacturing systems and
components previously never built up, because of some
surface inaccessible to the tooling machines. The strength of
additive manufacturing is the lying of production data
directly within the digital product mock-up, made through
the SE as a result of the trade-off accomplished between
technologies.</p>
        <p>
          Two examples might simplify the above mentioned
concepts. The so-called smart bearing, for instance, is
embedded into the machinery as a component of the whole
assembly, but is even equipped with some miniaturized
sensors, which allow monitoring the inner environment of
bearing, to prevent failures and damage, but even the outer
and surrounding environment of the hosting frame, as it
measures the loading, thermal, vibration and acoustic
conditions [
          <xref ref-type="bibr" rid="ref20 ref21">20,21</xref>
          ].
        </p>
        <p>Rolling mill vibration
monitoring</p>
        <p>Roller bearings</p>
        <p>Sensors</p>
        <p>Data
acquisition</p>
        <p>Wireless
connection
Data elaboration
Vibration and kinematic energy harvesting
via piezoelectric / magnetic coupling</p>
        <p>Diagnosis / Prognosis / Control / Maintenance</p>
        <p>
          It might be used as a sentry node of a network to warn the
operators about any abnormal behavior of either the bearing
components or the hosting system. If it is used remotely, it
allows applying the IoT technology, to monitor the life of
components and warn the manufacturer about any need of
maintenance. In case of the active magnetic bearing, the
system simultaneously performs the monitoring action and
the active vibration control. To install the smart bearing it is
required a deep description of its calibration and properties,
which is digitally provided, since its production, through the
ISO Data Matrix method [
          <xref ref-type="bibr" rid="ref22">22</xref>
          ]. Therefore, the smart bearing
looks simultaneously as a smart device in operation and a
smart product in terms of the information contained in its
assembly and shared with the manufacturer, in service.
        </p>
        <p>
          The augmented reality is another effective mean to
implement the smart manufacturing, as in case of the smart
helmet for operators involved in steelmaking or similar
industrial plants. Basically, this tool provides two services.
The information coming from some sensors embedded and
from the network are plotted through a head-up display, and
read in real time by the user. These data might prevent the
exposure of the worker to some risk or any severe operating
condition. Some recent evolutions of this device include a
smart glass, allowing to look at the working environment
through a glass shield, whose transparency and color can be
regulated by resorting to either thermochromic or
electrochromic material [
          <xref ref-type="bibr" rid="ref23">23</xref>
          ], which might be automatically
activated by a light sensor to protect the user against the risk
of blinding glare [
          <xref ref-type="bibr" rid="ref24">24</xref>
          ]. When the operator is required to
perform a quality assurance activity in production line, by
monitoring the product, the same device is equipped with
some augmented vision system for damage detection [
          <xref ref-type="bibr" rid="ref25">25</xref>
          ],
which supports the vision activity. It allows detecting
failures, damages and marks as in gears, rolling elements of
bearing, or on the surface of the steel strip.
        </p>
        <p>All those systems exploit a variety of coupled phenomena
and include a number of components that their complexity
easily rises up and requires some systematic approach to
design the device, as the MBSE, and to perform the detection
of waste, according to the LM approach.
PROCESS management
Visual management
Continuous improvement
Apply the Learning Enterprise approach
Improve quality
Reduce cost
Avoid human mistakes in processing
Improve delivery process
Flexible production line (Gemba)
Self-disciplinated operators
Reliable machinery
Data retrieving
Customer
Stakeholders
Operators
Gemba (Process cycle)
Model of process: Total Flow Management
Process maintenance
Process improvement
Housekeeping
Elimination of Muda
Standardization</p>
        <p>Quality
Cost</p>
        <p>Delivery
Identification and charcterization of Gemba
Housekeeping: apply "5S"
Planning of process …
...(Plan-Do-Check-Act PDCA)
Standardization: apply "5M"
Standardization of process…
... (Standardize-Do-Check-Act SDCA)
Elimination of inefficiencies: apply
"5 W" (Muda identification)
Classification of muda - mura - muri…
...and problem solving
Driving lists
5S (Housekeeping); 5M (Quality and standards);…
...5W (Root cause); 7 Muda
VSM - Value Stream Map (of Data)
Diagrams
Example: Fish Diagram
Procedural frameworks
TQC - TQM - JIT - TPM - QFD
The Gemba House
Standards
Value Stream Map
Key Performance Indicators (KPI)
Process driveline
Operator hierarchic chain
Data bases
Operators team
Quality Circles (QC) who express visual suggestions
5
6
7
8
9</p>
        <p>Horizontal / Vertical Integration
Industrial Internet
Cloud - IoT
Cyber-security
Big Data and Analytics
1</p>
        <p>TOWARDS A UNIFIED APPROACH</p>
      </sec>
    </sec>
    <sec id="sec-14">
      <title>A synoptic interpretation</title>
      <p>
        If one compares the two approaches of the MBSE and the
LM actually realizes that a punctual correspondence exists.
That comparison is tentatively proposed in Fig.9.
Particularly, following some typical references as
[
        <xref ref-type="bibr" rid="ref10 ref15 ref3 ref7">3,7,10,15</xref>
        ], the main contents of the MBSE (left column) are
compared to those of the LM (right column). Each element
of comparison is described in the middle column. Moreover,
after collecting the replies to a preliminary questionnaire of
26 companies, the major influence of the disruptive
technologies proposed by the SM were associated to each
item, by selecting the two most commonly identified. The
legend of numbers and colours is proposed at the bottom of
Fig.9.
      </p>
      <p>As is evidenced by Fig.9, the MBSE applies to the
industrial product a methodology that is similarly applied to
the process by the LM. An almost perfect dualism is
perceived. In some cases a superposition of contents occurs.
For instance, the goals are the same, they focus on quality,
cost, mistake, and inefficiencies. In the LM the role of
humans is very evident and the operators are elements of the
process, like in the MBSE, although they are less
expressively evidenced. The actors are even the same, and
customer plays a crucial role. The data are extremely
important in both the drivelines
B.</p>
    </sec>
    <sec id="sec-15">
      <title>Dualisms and analogies</title>
      <p>Analysing deeply the synopsis, one can find some
dualisms and analogies. A first evident dualism involves the
requirements of the product development and the standards
of process deployment. They are both used as a reference for
the verification and validation, they come out from an
iterative process of assessment and refinement, which
motivate resorting to all of tools foreseen in the two contexts.
The requirement traceability is a key issue of the SE
methodology, as in the LM the Visual Management is, i.e.
for a continuous improvement the information, the problems
and the corrective actions applied must be clearly accessible
by all of the operators. For both the digitalization is a crucial
target of innovation, as is promoted by the SM, but even the
effective integration among units (horizontal and vertical).</p>
      <p>In both the contexts, decomposing the complexity is a
priority, in the MBSE simplifying the system architecture is
mandatory as well as making lean the process is the goal of
the LM. The goals even include a difference like the
reduction of cases of re-engineering in the product design,
and the improvement of delivery, in the process design. They
are both focused on the overall process implemented and
they promote a unique execution, to keep the costs as low as
possible. The implementation of the two methodologies of
the MBSE and of Gemba Kaizen look needing a straight use
of augmented reality, simulation and modelling, as well as an
efficient communication and sharing of information, through
the internet.</p>
      <p>The needs express a complementarity of exigencies, i.e.
the MBSE expressively requires suitable tools for modelling,
interoperated and reliable, based on secure data; the LM
points out the need for machinery and operators, reliable and
very well interfaced, by some suitable Man to Machine
systems (M2M), and more in general by Human Machine
Interfaces (HMI). Actually, both the drivelines exploit all of
those elements. Moreover, the attention to stakeholders is
high in both the contexts.</p>
      <p>As the method is implemented, it can be realized that
despite the difference of nomenclature and of the context
(product vs process) a certain dualism is present. The ALM
activity is mirrored in the “V-diagram” by the PLM, as in the
LM maintenance is alternately performed with improvement.
The targets are analogous; since the aim of product
development is the RAMS as in the process, the quality must
be assured. The sustainability pursued in the product
development corresponds to the efficiency in process, and
both require keeping cost low. The output of MBSE is the
service as a phase of the delivery, being the target of the LM.</p>
      <p>The different steps of process, in both the contexts,
express a dualism. In the product development, the analyses
are performed in sequence, and in the manufacturing, actions
are executed in sequence, by resorting to a number of
conventional driving lists (“5 S”, “5 M”, “5 W”, 7 muda), as
well as in the MBSE, the applied language provides several
suitable diagrams. Even in the LM, some diagrams are
plotted and exposed in the production line, to involve the
operators in the continuous improvement, as the Ishikawa
diagram or “Fish” Diagram, where the targets of QCD are
related to the 5M at different levels, and to the environment.
The smallest arms in this diagram are the so–called key
points for the punctual intervention of change (Fig.10). For
all those activities, the use of tools to implement a
heterogeneous simulation is mandatory, as well as the
support of an effective cloud and of the internet, to allow a
complete interoperability. The data sharing and management
is crucial, thus requiring a perfect horizontal and vertical
integration, and to resort to some software deploying the</p>
    </sec>
    <sec id="sec-16">
      <title>Manufacturing Execution System (MES).</title>
      <p>Men</p>
      <p>Machinery</p>
      <p>Materials</p>
      <p>Issues</p>
      <p>Goals</p>
      <p>QCD
Key point
Environment</p>
      <p>Methods</p>
      <p>Metrics</p>
      <p>Deployment
Fig. 10. The Ishikawa or “Fish” Diagram, used in the Lean Manufacturing.</p>
      <p>It is worth noticing that in both the contexts, the
frameworks play a significant role. The MBSE resorts to the
architecture frameworks to deploy the system, in terms of
capabilities and views, as the LM actually implements
several procedural frameworks (the Gemba House or the
TQC, JIT, QFD) to manage process, materials and time.</p>
      <p>By converse, it is relevant that the MBSE totally trusts in
the language used to create the digital models, while the LM
directly organizes the operators, both in hierarchy and in
groups, or Quality Circles, to retrieve the information and to
support the improvement. Similarly, if one looks at the
platform applied, the tool chain is dominant in the MBSE
while the LM focuses on the operator chain.
two</p>
      <p>Concerning the information, a superposition between the
approaches occurs. The elicitation of traceable
requirements, linked to the customer needs, corresponds to
the assessment of the process standards, based on customer
needs (where customer might be even the following
manufacturing unit), but refined step by step through the
concurrent contribution of all the operators or the
stakeholders. The Value Stream Map is somehow overlapped
to the quantitative contents of data shared in the product
development.</p>
    </sec>
    <sec id="sec-17">
      <title>The use of Key Performance Indicators (KPI) is</title>
      <p>definitely recommended by both the SE and the LM
approaches. They define the metrics used to evaluate the
product and the process, respectively, and provide a list of
suitable items about which the analysis can be effectively
performed. In the LM some KPI are frequently used as the</p>
    </sec>
    <sec id="sec-18">
      <title>Overall Equipment Efficiency (OEE), or the Single Minute</title>
    </sec>
    <sec id="sec-19">
      <title>Exchange of Die (SMED).</title>
      <p>At higher level, it might be noticed that as in the SE the</p>
    </sec>
    <sec id="sec-20">
      <title>Product Lifecycle Management is the highest level of the</title>
      <p>organization driving the building up of a tool chain to control
the changes, in the Gemba Kaizen, the Total Flow
Management drives the strategy of production. It might be
oriented to a “one piece flow”, with a synchronization based
on the “Just in Time”, to perform a “pull production” more
than to a “push production”, since it is excited by the
customer demand.</p>
      <p>The impact on those analogies of the SM looks large,
according to the feedbacks collected. If one looks at the
proposed association between the enabling technologies and
the items identified for both the methodologies (Fig.9),
immediately can realize that a good coverage is assured.</p>
      <p>Moreover, the contribution of advanced mechatronics, in
terms of advanced solutions for manufacturing and robotics
and augmented reality is relevant and affects both the
product development and the process deployment. By
converse, the Additive Manufacturing, nowadays so
strategic, provides a good contribution in some issues, while
the perception of a huge impact on the overall system looks
lower.</p>
      <p>The simulation still represents an important element,
particularly in the meaning of extended heterogeneous
simulation, including functional and numerical modelling.</p>
    </sec>
    <sec id="sec-21">
      <title>The horizontal and vertical integration seems more a target</title>
      <p>than an input for the application of such unified approach,
although a preliminary organization of the working units and
of the operators to be effectively integrated is needed, to
apply the disruptive technologies above described.</p>
      <p>All the issues related to the network, the data collection,
elaboration, transmission and management are crucial, for
many activities here mentioned. Particularly, the technology
and the infrastructures related to the industrial internet and to
the cloud is perceived as a key element of powerfulness of
the whole rationale. The impact of the Big Data and
analytics is impressive, although the cybersecurity might be,
simultaneously, the element either of strength or of weakness
of this system.</p>
    </sec>
    <sec id="sec-22">
      <title>C. Towards the integration</title>
      <p>As it was demonstrated, a relevant issue of the
convergence among MBSE, LM and SM is the customization
of product. More and more the customers require a
personalized version of product, or better a complete
satisfaction of needs. This can be assured, thanks to flexible
and lean production lines, as well as by means of smart
systems and equipment, easily adaptable. The smartness
often increases the system complexity, thus motivating the
application of the MBSE to decompose and handle it.</p>
      <p>What kind of benefits a final integration of the MBSE,
LM and SM might provide? To this question, some answers
are proposed.</p>
    </sec>
    <sec id="sec-23">
      <title>A. The integration between MBSE and LM shall refine</title>
      <p>
        and complete the assessment of the Product lifecycle model
assumed by the SE. Particularly, it is well known that a link
between the ALM and the PLM or PDM (Product
Deployment Management) is established by the SE tools, and
is currently exploited to clearly define the requirements
related to manufacturing. Nevertheless, the SE very seldom
defines in details the activities foreseen by the ascending arm
of the “V-diagram”, visible on the right, in Fig.1. A clear
decomposition of the actions after sale, as the delivery, the
service, the maintenance are seldom defined, as in some
specialized contribution as in [
        <xref ref-type="bibr" rid="ref26">26</xref>
        ], where the introduction of
a second path looking itself as a “V” is exploited to add the
personnel training, the maintenance, the monitoring and the
decommission, as useful actions to describe completely the
delivery.
      </p>
      <p>
        B. The Gemba looks like a system and, in principle, no
limitation inhibits to apply some of the tools of the SE to the
process, once that the production line is identified as the
system to be analysed. Particularly, the diagrams exploited
by the SysML to decompose the system complexity might be
freely used to analyse the process. Some specialized
diagrams, as the State Machine, can be even simulated to
check the performance of the system [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
      </p>
      <p>
        C. The integration between LM and SM looks natural, if
one assumes that the SM is conceived to enhance the
productivity. Many enabling technologies are required to
make faster, more effective and more precise the action of
improvement. Nevertheless, all the technologies supporting
the monitoring, prognosis and diagnosis activities will
provide a key contribution. Particularly, if the remote control
currently applied to systems in operation, like motor
vehicles, trains, aircrafts and spacecrafts, will be even
applied to the elements of manufacturing systems, for
instance to the bearings, to retrieve data for an effective
maintenance [
        <xref ref-type="bibr" rid="ref20">20</xref>
        ], or to the testing facilities, assuring the
system quality, the benefit will increase significantly.
      </p>
      <p>It is known that mechanical components requiring a
continuous maintenance, being designed for a finite life and
somehow consumable, need a clear traceability of their
intrinsic and operational data since the testing performed
before the delivery. Therefore, a real horizontal integration
with customer will be complete, when the test, the service
and the maintenance will be suitably monitored and coupled.
This action resorts to the SM smart systems and data
management ass a key element of the infrastructure to
actuate the remote testing and operation monitoring.</p>
    </sec>
    <sec id="sec-24">
      <title>D. The integration between MBSE and SM is defined in</title>
      <p>two levels. If one looks at some smart systems like robots,
mechatronic and autonomous systems, the system integration
is suitably driven by the MBSE, through all its tools.
Nevertheless, if the activity of remote monitoring is
designed, the MBSE is helpful to define all the system
parameters, considering the mission, operation and
requirements, related to service. Quite often, it happens that
despite the application of remote monitoring systems
connected through the cloud, the designer is poorly aware
about the real specifications required by the application,
since a too short investigation about the requirements and the
functions to be exploited is preliminarily performed.</p>
      <p>
        E. To clarify the mutual integration of the MBSE, LM,
and SM, the example of the smart bearing looks suitable. It
is first a product to be developed and equipped with a set of
sensors, then it becomes a node of the monitoring network
and can perform the in-monitoring of its own defects and
failures, as well as the out-monitoring, i.e. it is a sentry of the
process performance for the machinery, where is embedded.
Moreover, the bearing as a system to be tested needs a test
bench for a complete homologation. The results of this
activity are enclosed into the firm of the bearing, nowadays
traced, by the labels applied, easily detected and read in
operation, according to the ISO Data Matrix [
        <xref ref-type="bibr" rid="ref22">22</xref>
        ]. The
contents of the data collected and marked on the bearing as
well as their direct transmission to the central data base for
monitoring purpose can be done by a smart test bench itself,
when equipped with the needed devices.
      </p>
      <p>This example clarifies the mutual interaction occurring
between the MBSE, the LM, and the SM. Actually, when the
product bearing is developed, the required testing and
monitoring activities are designed together the system,
through the PLM, within the MBSE approach. In service, it
plays the role of system exploited to support the process, as a
mechanical component, but even to monitor its performance,
as a node of the IoT, thus contributing to the data retrieving
useful to implement the LM. As a smart system, it resorts to
the disruptive technologies of the SM, including the
mechatronics, the IT, especially in terms of cloud, network,
data management and storage.</p>
      <p>IV.</p>
      <p>CONCLUSION</p>
      <p>A full integration among the MBSE, the LM, and the SM
is the natural path for the final assessment of the “Industry of
the Future” strategy. They certainly help in assessing the
required standards, to assure the security and safety levels in
products and processes, compatible with the desired
sustainability.</p>
      <p>The means to perform that integration are currently
available, or at least are in rapid development. Despite the
different origins, all those levers for innovation focus on the
same goals. They are motivated by the need of satisfying the
customer, by assuring quality, keeping cost as low as
possible, improving service and delivery. To assure a
complete integration, some actions are required.</p>
      <p>A full awareness of people about the powerful
contribution of the MBSE-LM-SM system must be reached.
This activity is currently promoted by the educational
programmes to the digital factory, worldwide proposed, and
especially by some dedicated competence centres.</p>
      <p>
        To refine the tools of that synoptic system, the disciplines
of mechatronics [
        <xref ref-type="bibr" rid="ref27">27</xref>
        ], smart materials [
        <xref ref-type="bibr" rid="ref28">28</xref>
        ], and micro and
nanotechnologies [
        <xref ref-type="bibr" rid="ref29">29</xref>
        ] need to be deepened and enriched, by
some new and original contributions. The machine learning
and the artificial intelligence require to be equally developed
and embedded, in the smart systems.
      </p>
      <p>
        For the product development, the main stream of
innovation concerns the application of the digital twin and
functional modelling in addition to numerical modelling, for
a comprehensive virtual engineering, prototyping and testing
[
        <xref ref-type="bibr" rid="ref30">30</xref>
        ]. Nevertheless, the effectiveness of those tools depend on
a complete development of the interoperability protocols, of
the IoT infrastructures, of the cloud and related services,
needing to be more and more service oriented [
        <xref ref-type="bibr" rid="ref31">31</xref>
        ].
      </p>
      <p>Other technologies are strictly involved, as the ICT, with
particular care of the network band and configuration, as the
5G. In addition, even the HMI systems could improve the
impact of the proposed approach. A crucial issue concerns
the inclusion into the global deployment environment
previously described of optimized business models, supply
chains, logistics to configure a balanced ecosystem in the
factory.</p>
    </sec>
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