=Paper=
{{Paper
|id=Vol-2945/11-ER-ConfWS21_paper_14
|storemode=property
|title=Facilitating Configuration Model Formalization based on Systems Engineering
|pdfUrl=https://ceur-ws.org/Vol-2945/11-ER-ConfWS21_paper_14.pdf
|volume=Vol-2945
|authors=Eugen Rigger,Tino Stankovic,Ruth Fleisch
|dblpUrl=https://dblp.org/rec/conf/confws/RiggerSF21
}}
==Facilitating Configuration Model Formalization based on Systems Engineering==
Facilitating Configuration Model Formalization based on Systems Engineering Eugen Rigger1 and Ruth Fleisch1 and Tino Stankovic2 Abstract.1 Dynamic markets that call for customized products and the software engineering domain and features object-oriented shorter lead time in product development urge companies to apply modelling of multidisciplinary systems. technologies such as product configuration systems to leverage Product configuration is applied to support the decision-making performance in product development and its related processes. process in sales and engineering phases [7] based on reasoning Product configuration can be referred as a knowledge intensive among a set of predefined components and their relations, referred technology that relies on the application of formalized product knowledge to enable automated reasoning. However, the related to as the configuration model [8]. Product configuration systems knowledge formalization is still considered a major obstacle for the support the product configuration by automated reasoning based on integration of configuration technologies since often being customer requirements and the configuration model. However, a conducted by non-domain experts. In this work, we present a major obstacle in the application of product configuration systems method for the formalization of product configuration related is the knowledge acquisition that is required to enable knowledge as early as during development of an engineering formalization of the configuration model [9]. Reason for this is the system using the systems modelling language SysML. Based on a current knowledge acquisition practice where knowledge engineers reference example from literature, it is shown how the required acquire and formalize the knowledge gained from domain experts configuration knowledge can be formalized by the systems [2] which is a costly process that is also considered critical since it engineer to avoid costly and error prone knowledge acquisition in is founded upon knowledge sharing and trust [10]. Regarding later stages of the product lifecycle. The yielded SysML model relies on graphical modelling, only, and can be directly integrated knowledge formalization, the application of object-oriented in existing system models. Thereby, the proposed method modelling supports the formalization of configuration models [11]. facilitates formalization of configuration knowledge for engineers Hence, there is potential to integrate MBSE and product and enables reuse of existing models so to save time and reduce configuration so that knowledge that is defined in product errors when formalizing configuration models. development can be reused in later stages of the lifecycle to establish a product configuration system. This reuse of knowledge can facilitate the process of knowledge acquisition or even make it 1 INTRODUCTION obsolete. However, currently the topics MBSE and product Currently, engineering companies are facing two challenges that configuration are not linked [12]. Hence, there is a gap that call for the application of new methods in the engineering and sales integrates systems modelling and knowledge formalization for of their products: first, the complexity of engineering systems is configuration models. growing with respect to the number of components and functions In this paper we propose a method that closes this gap by of a system as well as the involved disciplines [1]. Second, product linking MBSE and product configuration using SysML. The development cycles tend to get shorter and customers ask for method demonstrates how standard modelling language syntax can highly customized products with reduced engineering lead time [2]. be applied to formalize dependencies in the systems model to In response to these needs, model-based systems engineering establish a configuration model. A systems model that already (MBSE) and product configuration can be considered as enabling captures the constraints and dependencies regarding the product methods that will allow industry to reconcile and meet the two architecture can be adapted and extended so to reuse already conflicting challenges. MBSE is defined as “the formalized formalized knowledge and ensure consistency among models. The application of modelling to support system requirements, design, resulting configuration model can then be applied in product analysis, verification and validation activities beginning in the configuration systems via model transformations [13]. conceptual design phase and continuing throughout development Consequently, the focus and motivation of this work is to enable and later life cycle phases” [3]. In this respect, the Systems system engineers/domain experts to contribute to the definition of Modelling Language (SysML)[4] has been established as the configuration model, enable reuse of knowledge for modelling standard for MBSE and can be considered the most configuration modelling and thereby ensure consistency of models commonly applied language in MBSE [5]. SysML extends the and knowledge among different stages of the product lifecycle. unified modelling language (UML) [6] that is primarily applied in Thus, the knowledge acquisition bottleneck is tackled, in particular for companies applying MBSE. The method presented in this paper is validated based on a case study of a configuration example for 1 Digital Engineering, V-Research GmbH, Austria, eugen.rigger@v- personal computers according to [8,11]. research.at The remainder of the paper is structured as follows: Section 2 2 Engineering Design and Computing Laboratory, ETH Zurich, introduces the related background of MBSE and knowledge Switzerland, tinos@ethz.ch Copyright 2021 for this paper by its authors. Use permitted under Creative Commons License Attribution 4.0 International (CC BY 4.0) formalization in the context of product configuration and SysML. 2.2 SysML-based Knowledge Formalization Section 3 then introduces the method for modelling configuration knowledge during product development. Section 4 shows the Regarding the usage of a standardized language for formalization validation of the proposed method based on a case study and of engineering knowledge, SysML has recently been addressed by discusses attained results. The paper closes by presenting multiple approaches identified in literature. SysML has evolved concluding remarks in Section 5. since 2007 as a standardized model language to support model- based systems engineering (MBSE) [21,22]. SysML as an object- oriented modelling language aims to support communication and 2 BACKGROUND understanding of formalized knowledge [22]. The language provides the full semantic foundation for documentation of system In this section, first the terminology of data, information and requirements, behavior, structure, and parametric relations. As a knowledge is clarified and ways to differentiate the types of standardized language, SysML features reuse of models to avoid knowledge are reviewed and put into context with product loss of knowledge between projects and reduce cost and risk in configuration. Next, basics of MBSE are introduced and existing design [1]. In the context of formalization of a configuration efforts for application of the SysML modelling language as a model, the definition of hierarchical structures and relations among standardized language for knowledge formalization are introduced these are of relevance. Figure 1 depicts the diagrams that are and reviewed. Based thereon, the research gaps addressed in this considered relevant for the formalization of configuration models. work are presented. 2.1 Types of Engineering Knowledge Knowledge can be classified as tacit and formal knowledge [14] whereas the first refers to expert knowledge and intuition, formal engineering knowledge corresponds to information embedded in data, such as design guidelines, SysML and CAD models etc. To further distinguish the terms “knowledge”, “information”, and “data” in this work, the definition by the VDI 5610 [15] which is aligned with other definitions found in literature, e.g. [16,17] is applied: • “Data are objective facts, they cannot be interpreted without context and further backgrounds. They are to be Figure 1. Excerpt of SysML diagram taxonomy [4] taken as “raw material”. • Information are structured data with relevance and First, package diagrams (PKG) can be used to organize the model purpose, which can be put into a context, categorized, in containers referred to as packages. Packages aggregate other calculated and corrected. model elements and are described by a name and URL (Uniform • Knowledge is linked information, which enables to draw Resource Locator) making them uniquely identifiable and comparisons, to establish links and to make decisions. “ accessible so to foster reuse of models. For instance, model In the context of computational support to automate tasks of libraries or distinct parts of a system model such as its functional or product development which is referred to as design automation, logical architecture are organized within separate packages. The various ways of structuring engineering knowledge are presented block definition diagram (BDD) enables the definition of in literature. The work from [18] differentiates process, task and hierarchical relations among the entities of a system called blocks. product knowledge. Product knowledge refers to the knowledge Blocks are used to describe types of physical entities such as about the specifics of the product, such as its architecture, its components but also conceptual entities such as the functions of a components, and the related dependencies. Process knowledge system. Blocks are described based on part, value and constraint captures the knowledge on how to apply information in the context properties. Value properties account for quantifiable characteristics of the product. The task knowledge considers knowledge on of a block such as weight, speed, etc. and can be typed by primitive algorithms and rules to update the product model. Similarly, [19] types such as integers, reals or strings. Default values or default distinguish between procedural and declarative knowledge, where range of values can be assigned to value properties upon definition procedural refers to design process knowledge and declarative to of a block. Part-of associations are used within block definition product knowledge. In the context of product configuration diagrams among blocks to define the part properties describing the systems that feature strict separation of the configuration model composition of a block. In this context, multiplicities can be used to and the related reasoning [20], product knowledge can be indicate the total amount of child blocks of a specific type, e.g. a considered the basis for the configuration model. A configuration car consist of four wheels. To model variance in a system, model captures all information about a product so that a constraint generalizations can be used. For example, “SUV” or “Van” refer to satisfaction problem (CSP) can be formalized. The CSP forms the two different variants of the block “car” that both inherit the basis of a product configuration systems which then deduces properties of the more general parent block. For the case that a configurations based on user input [8]. A basic CSP is described by block is used as a blueprint so to be reused by its specialized a set of variables, the related domains (ranges) and constraints that variants, blocks can be typed as abstract. This is particularly useful limit the combination of variables. for definition of model libraries so that its elements can be reused among various models [23]. The internal block diagram (IBD) is used to detail the internal structure of a specific block, to for example define interfaces and connections among nested blocks. account for the specifics of configuration modelling. Thus, the However, in the context of configuration modelling, the parametric formalization of a configuration model can take place early in diagram (PAR) is more applicable since it enables the product development, and integrated to a (MBSE) process and the formalization of constraints among properties of blocks. For this related models. Thereby, a system model corresponding to the purpose, SysML provides constraint blocks for the formalization of “single source of truth” can be established integrating all relevant equations and rules. Constraint blocks can be assigned as information about the system for later processing during the constraint properties to blocks. Using a PAR, the constraint product lifecycle [1] property can be linked to the block’s properties using binding In the following, first, means to organize the configuration connection. Figure 7 shows an example of a parametric diagram model within a system model are introduced. Next, the semantics representing a constraint property of type CalculatePrice with for the formalization of a configuration model are introduced. rounded edges. The constraint property belongs to the owning block HDUnit denoting the boundary of the PAR. Using binding connections, the PAR puts into context the constraint property, 3.1 Organize the Configuration Model HDUnit’s value property price and the value properties price that To organize and structure the knowledge for establishing a belong to hdcontroller and hdisk. To customize SysML for specific configuration model, the following packages are defined: the domains, stereotypes can be introduced to define new modelling package “product architecture” captures the information related to elements. This can be used to define a domain specific language the hierarchy of the system and used blocks. The package for parametric CAD [24]. “interconnections” is used to aggregate the definitions of Relevant approaches in the context of design automation feature constraints among the blocks’ properties. Within the package systematics for definition of model-libraries for reuse [23,25], “model libraries”, model libraries can be defined or integrated to formalization of parameter synthesis tasks [26], formalization of foster the reuse of model elements. Further, the usage of abstract CAD configuration tasks [24], formalization of simulation-based blocks for instantiation of model libraries enables formalization of design tasks [27] [28], or neutral modelling of simulation models constraints among abstract blocks rather than the specific children that can be then translated to the format of the desired simulation blocks. Thereby, the formalization of generic CSPs [8] is rendered tool [29]. Reason for the interest in SysML for design automation feasible. Figure 2 shows the package diagram as a starting point for task formalization is the aspect of integration of formalizations to formalizing the configuration model. It is shown how the package MBSE processes, and its means to support communication and “Configuration” aggregates the three packages used to define the understanding of formalized knowledge. However, presented configuration model and how the package itself is integrated to the approaches rely on customizations of SysML based on newly system model. Therefore, the information about the system can be introduced stereotypes hindering the integration to industrial captured within one model comprehensively. The organization of environments where models are defined following the SysML the system model depicted in Figure 2 follows the structure standard. Further, focus is put on technological aspects of the proposed in [22] enriched by the package “Configuration”. customization of the language rather than the possibility for integration to workflows of engineers. For example, in [26] stereotypes reflecting the characteristics of a mathematical optimization problems are introduced. Hence, for successful application, engineers require fundamental knowledge about mathematical modelling. Regarding the domain of product configuration, [12] show that MBSE and product configuration are currently not linked an suggest the usage of SysML models reflecting the modular product architecture as a basis for development of the configuration model. However, the suggested approach by [12] lacks details regarding the integration of the system model and the configuration model, such as consistency management. Consequently, means to enable engineers to formalize product knowledge in a reusable, intuitive manner that also ensures consistency of models among the product lifecycle are missing. In Figure 2. PKG depicting the structure of a configuration model within a literature review on knowledge levels required for the a systems model. formalization of design automation tasks, [30] proposed to use SysML as a standardized language providing the full semantics required for design automation task definition. Thus, in this work, a 3.2 Define the Configuration Model method is proposed that facilitates knowledge formalization for usage in product configurators following the SysML standard. In the following it is shown how the packages depicted in Figure 2 can be enriched to fully define a configuration model by using existing SysML syntax, only. First, the concept of model libraries 3 CONFIGURATION MODEL is briefly introduced so that the definition of generic components is FORMALIZATION USING SysML enabled (3.2.1). Afterwards, the instantiation of product architectures is shown including the formalization of related In this section the method combining MBSE and product variables and constraints directly within the product architecture configuration is presented. SysML semantics are overloaded to using relations on a block definition diagram (3.2.2) and by defining parametric relations using constraint blocks and constraints can be defined using these variables. For example, a parametric diagrams (3.2.3). customer might want to specify a maximum price when configuring a car. The block ConfigurationModel is then linked to the block “System” using a part-of association. 3.2.1 Model Libraries Variables and dedicated types of constraints can be declared A model library can be defined using a block definition diagram. directly within the product architecture using the modelling Once a model library is instantiated, it can be reused among elements listed in table 2: Abstract blocks are used to indicate different projects. In this work, the systematics of model library selection of components, multiplicities to define variability in the definition as proposed in [23,25] are applied as illustrated in Figure number of a specific block and value properties to specify 3. In particular, the concepts of inheritance are applied to define (discrete) variables and the corresponding solution domain by abstraction hierarchies [31]. With this respect, SysML provides specifying the default value. Value properties of SysML blocks generalization relationships between blocks as well as the that are not assigned any value or a specific value, respectively, are definition of abstract elements. This enables the definition of considered as parameters and are not subject to the CSP. Within abstract components where generic constraints can be defined Figure 4, the block LibraryElement refers to a component that upon. The information regarding variance of a product can be needs to be selected from the component library according to already captured within the system model for description of requirements. The DiscreteVariable of Child1 refers to a variable product families [32] and therefore can be directly reused within with indicated domain by assigning a value range to the value the configuration model. property. The multiplicity of Child2 shows that this block needs to be in the system at least once but can also be prevalent in a larger Table 1. Model elements used for definition of component libraries. amount within the final configuration, depending on customer Model Model type Symbol Meaning requirements. It must be noted that variable declaration can be elements combined, e.g., a library element possibly contains a variable Block Block Modular unit of a which is to be determined when configuring the product. system Table 2. Key model elements used on BDD for definition of product Abstract Block The block cannot be architectures including constraints. Block instantiated and is used Model Model type Symbol Meaning for inheriting elements properties, only. Abstract Block Indication of a discrete Specializ Specialization Inheritance of parent Block variable for component ation Relation block’s properties to selection. Works in child block conjunction with model libraries, only. Multiplicity Part-of Indication of parts as association discrete variables with multiplicity as lower and upper bound of variable Variable Value a,b,c,d,… Indication of (discrete) range property variable domain. Figure 3. Generic example of component library illustrating the modelling concepts shown in Table 1. 3.2.2 Product Architecture The product architecture in MBSE is defined using a block definition diagram and captures all aspects regarding the hierarchical organization of a system. Hence, the product architecture can be directly reused for defining the configuration model. According to the object-oriented paradigm of SysML [22], the hierarchical structure of a system (the product architecture) requires a main block that aggregates the parts (i.e. subsystems / - Figure 4. Generic example of product architecture as well as possible assemblies / - components). In the context of the configuration constraints using concepts shown in Table 2. model, a main block ConfigurationModel is introduced so to separate the configuration model from the remaining system model and serve as a starting point. Further, characteristic input variables are assigned to the ConfigurationModel itself, so that subsequently 3.2.3 Interconnections 4.2 Defining the PC Configuration Model To define constraints related to interconnection of value and part Figure 5 shows the model library that is used for defining the properties of the blocks, parametric diagrams can be used. components of the PC that need to be selected based on customers’ Thereby, constraints for the configuration model can be defined requirements. It shows that different variants for the hard disk based on linking constraint blocks to specific value and part (HDisk), the related controller (HDController), the central properties, e.g. if each block contains a value property indicating processing unit (CPU), the operating system (OS), the motherboard the cost, a constraint can be defined stating the cost of all active (MB) and screens exist. components needs to be below a specific threshold. For each Figure 6 shows the product architecture of the PC. Multiplicities interconnection, first a constraint block is defined specifying all define the domain of decision variables of the amount of each child variables used within the constraint by assigning value and part component. The value properties in the configuration model properties to the constraint as well as a constraint expression. Next, (maxPrice, usage, efficiency) denote customer requirements which a parametric diagram depicting the constraint block is instantiated are linked to properties of other blocks via interconnections as that is then linked to the package “interconnections” to provide the detailed below. required overview of formalized constraints. Depending on the type of constraint properties, the main different types of constraints can be formalized as follows: 1. Parametric relations for two or more value properties. 2. Decision structure matrices [33] are used to define compatibility among part properties: a .csv table (comma-separated values) with semicolon as separator and constraints expressions. Thereby, all possible instances of the part properties build the column and row headings. Incompatibilities are indicated based on “0”, required combinations by “x”. For the case of no entry, combinations of the part properties are allowed. 3. Decision tables [34] are applied to formalize if-then relations among different types of properties. In the rows, first all conditions are listed followed by the properties that need to be excluded (“0”) or are required (“x”). Examples of the formalization of interconnections are provided in the following section where a case study for configuration of personal computers is introduced. With the suggested types of Figure 5. Model library of the PC configuration example. constraints, the provided case study can be formalized. However, the list does not claim completeness and additional types will need to be added for special cases. 4 CASE STUDY In [8] a configuration model of a personal computer (PC) is described using UML and for some of the constraints a textual representation is applied. In the following, the formalization of the configuration model using SysML syntax, only, is presented. Similar to Section 3, the model is introduced by first showing the package structure of the configuration model in relation to the personal computer system model. Following this, the model libraries are presented as well as the product architecture. Finally, representative interconnections are depicted detailing the three different types of constraints according to Section 3.2.3. All models were defined using the Papyrus 5.0.0 open-source modelling environment. Figure 6. Product architecture of the configuration model. Regarding the definition of interconnections among the blocks’ 4.1 Organizing the PC Configuration Model properties, Figure 7 shows an example of a parametric relation: The defined constraint links several value properties denoting that In a first step, the PC configuration model is integrated to the the price of the hard disk unit (HDUnit) is defined by the prices of existing system model of a personal computer as depicted in Figure the hard disks and controllers. It must be noted that multiplicities 2. Since the configuration model is integrated on the same level as are considered implicitly by multiplying the value properties with the system model, reuse of elements from the system model is the amount defined by the multiplicities of the owning blocks. enabled. Similarly, the computation of the price of the PC can be defined as 5 DISCUSSION the sum of the prices of the hard disk units, the motherboard, the CPUs, the operating system, the screens, applications, and the The discussion of the proposed method for formalization of internet connection (InternetConn). Additional interconnections configuration models using SysML is based on the findings from are: One linking the price limit defined by the customer (maxPrice) the case study presented in Section 4 and split into two parts: First, with the price of the PC, one ensuring that the capacity of all hard the knowledge representation yielded by application of SysML is disks in total is larger than the required capacities (value properties reviewed according to the nine criteria introduced in [8]. Second, hdcapacity) of the operating system and selected applications, and the integration within MBSE is critically reviewed. two others equating the efficiency of the PC with the efficiency of the motherboard and of the screens, respectively. Interconnections among two part properties are used to denote restrictions and requirements regarding the selection of CPUs, motherboards and operating systems. Figure 8 shows the definition of the decision table for CPUs and motherboards. The constraint property highlights the formalization of the constraint as a .csv table. Finally, interconnections between a value property and part properties are applied to link the customer input regarding the selection of efficiency classes to the respective motherboards and screens. In this case, the .csv-table lists the instances of the value properties as column headings and all possible instances of the part properties. Figure 9 show the respective parametric diagram. Similarly, internet and multimedia usage are linked to the internet connection so to define that for these cases an internet connection Figure 9. Interconnection among value and part properties. must be prevalent. Further, for the case of scientific usage, a CPU of type CPUD needs to be selected. 5.1 Benchmark of Knowledge Representation In the following the criteria for assessment of knowledge representations for configuration models [8] are introduced using italic letters. Each criterion is then discussed separately: Standard graphical modelling concepts? The approach presented in this work builds upon the SysML, an established standard. Recent reviews show that (1) model-based systems engineering is gaining popularity [35], and (2) SysML is the dominating modelling language for MBSE [5]. The case study shows that a configuration model can be fully formalized using SysML-based graphical modelling, only. No coding is required for formalization of additional constraints. Thereby, the presented approach adds up to existing formalization relying on UML. Component-oriented modelling? Being an object-oriented modelling language developed for the modelling of complex systems, SysML enables the representation of hierarchical component structures facilitating the Figure 7. Interconnection among value properties defining the price of communication of configuration models. Additionally, the the HDUnit. integration of the configuration model directly within the system model fosters reuse of components mitigating efforts and reducing errors for formalization of configuration models. Automated consistency maintenance? Commercial modelling applications provide basic support for model validation. However, integration of support for the formalization of configuration models requires model transformations to other representations where evaluation of constraints is rendered feasible. This topic is considered a potential line of future work. Modularization concepts available? The concept of package diagrams allows to organize a model in modules. Further, the presented approach presents a concept for organizing the configuration model according to the type of Figure 8. Interconnection among two part properties defining knowledge that is being formalized: product architecture, model compatibilities among blocks. libraries and interconnections. Support of easy knowledge base evolution and maintenance? SysML is intended to support formalization and communication of complex knowledge. Therefore, the proposed approach aims to enable knowledge engineers to reuse essential product knowledge automation methods in general. This will facilitate integration of from the system model. Preliminary usability studies with computational methods in product development so to enable a engineers from industry indicate the potential of the approach to vision of digital engineering, where computational methods can be enable domain experts to formalize essential parts of a rapidly defined and integrated by engineers themselves. configuration model themselves. Therefore, the proposed approach fosters collaboration of domain experts and knowledge engineers. Model-based knowledge representation? 6 CONCLUSION Using SysML, the configuration model is represented in a declarative manner that needs to be transformed to a representation In this paper a method to integrate MBSE and configuration that can be linked to reasoning mechanisms. Hence, the modelling is presented. Based on SysML, the method builds upon a configuration model and problem-solving logic are strictly standardized language and enables integration of system and separated as required in a model-based approach [36]. configuration models so to ensure consistency of product Efficient reasoning? knowledge along the product lifecycle. Thereby, reuse of models is Using model transformations, the SysML configuration model can enabled to save time when modelling, reduce errors when relying be transferred to various representations such as CSP models. on already validated models and facilitate collaboration of domain However, model transformation potentially yields sub-optimal experts and knowledge engineers. Evaluation of the proposed formalizations leading to losses in performance when compared to method based on a reference example from literature shows that a formalizations done directly within the solver’s environment. full configuration model can be defined using existing SysML Able to solve generative problem settings? syntax, only. The application of the method does not require the No, however, when using nested configuration models, generative use of coding techniques for formalization of the configuration problem configuration scenarios where the constraints are added to model. Future work needs to investigate the broader validation of the configuration model on demand could be enabled. Future work needs to elaborate on concepts enabling nested configuration when the approach based on additional use cases as well as the using SysML modelling. assessment of the usability with domain experts and knowledge Able to provide explanations? engineers. The focus of these investigations will be on the Since the configuration model needs to be transformed to a extension of the method towards the formalization of design representation for solving the configuration problem, explanations automation tasks and debugging of knowledge bases. The vision is are potentially enabled when using appropriate representations [8]. that facilitated knowledge formalization will foster the application of design automation in industrial practice. 5.2 Systems Engineering Integration ACKNOWLEDGEMENTS The introduced method builds upon SysML syntax without modifications or extensions of the modelling language. Therefore, We would like to thank the referees for their comments, which the configuration model can be defined reusing essential parts of helped improve this paper considerably. the system model. When combining MBSE and product This work has been partially supported and funded by the configuration, domain experts implicitly formalize parts of the Austrian Research Promotion Agency (FFG) via the “Austrian configuration model and knowledge engineers can directly build Competence Center for Digital Production” (CDP) no. 881843, the upon the system model, respectively. 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