Numbering Item Hierarchies

Cradle provides a lot of flexibility for numbering item hierarchies. This is helpful if you need many hierarchies of the same type of items.

Hierarchies of Items

Hierarchies are very common in requirements management and systems engineering. Some common examples are:

  • User requirements are typically structured as a hierarchy
  • System requirements are typically a hierarchy
  • A System Breakdown Structure (SBS) will be a hierarchy
  • A Work Breakdown Structure (WBS) will also be a hierarchy

It is also common to have several hierarchies of the same type of information. For example:

  • A hierarchy of subsystem requirements for each of a product’s subsystems
  • An as designed and an as built SBS

It is easy to join many hierarchies into one. You create a new, top-level item and then connect all of the hierarchies to it. This is usually a bad idea.

Why?

Because it helps if the  numbers are different in each hierarchy. If each hierarchy is different to the others, it will be confusing if items in different hierarchies have the same number.

Hierarchical Number is Not the Identity

So what is a hierarchical number?

Every item in the database has an Identity. This is unique for the item type. Once the item has been created, its Identity does not change. Cross references use Identities to connect items to each other.

The hierarchical number of an item is NOT the Identity. Well, Cradle does allow identities to be the hierarchical attribute, but we DO NOT recommend it. We will ignore this from now on!

The hierarchical number describes an item’s position in the hierarchy. A simple hierarchical number is:

4.1.2

This tells us that the item is at the third level in the hierarchy. It is the 2nd item below item 4.1, and is part of the 1st group of items below item 4.

Hierarchical numbers are most common in the numbering of sections and sub-sections in documents.

Hierarchical numbers are not fixed. They can change. You can reorganise a hierarchy, moving an item and its children from one part of the hierarchy to another. Cradle calls this reordering a hierarchy. When you reorder items, their hierarchical numbers will change. Their Identities will not change.

By default, Cradle will store hierarchical numbers in the attribute called Key. You can store it in a category, if you wish.

Hierarchical Numbers

A hierarchical number has two parts:

  • A prefix
  • A hierarchy part, which is zero or more of:
    • A hierarchical separator
    • A number

The hierarchical separator can be:

  • A dot or period (this is the default); .
  • A hyphen: –
  • A slash: /

So these are all hierarchical numbers if the separator is a dot:

  • 1
  • 1.2.3
  • fred
  • fred.3.1

and these are also correct if the separator is a hyphen:

  • sid
  • sid-3
  • sid-3-4

and these are also valid hierarchical numbers if the separator is a slash:

  • bert
  • bert/1
  • bert/1/2

The prefix can be anything that does not contain a hierarchical separator. So if the separator is dot, then the prefix could be:

  • <nothing>
  • fred
  • fred-23/A-2.1
  • sid-2

Numbering Item Hierarchies

It is easy to have many hierarchies of items of the same type.

We recommend that you give each hierarchy a different prefix. For example here are some SBSs for the different subsystems in a product:

Numbering Item Hierarchies
A Collection of SBS Hierarchies

Each hierarchy has a unique prefix, such as:

  • Pwr for the power subsystem
  • Conn for the connectivity subsystem

and so on. This approach will ensure that:

  • Each item in every hierarchy has a unique hierarchical number
  • Each hierarchical number shows which subsystem it belongs to
  • The prefix for each hierarchy can be used in a query to find all items in that hierarchy
  • The hierarchical number shows the position of the item in its hierarchy

The simple recommendations for numbering item hierarchies are:

  • Use descriptive prefix strings in the hierarchical numbers of all items
  • Use a different prefix string for each hierarchy

 

Right Tool for the Job?

58% of Projects are at Risk due to Poor Requirements Management Tool Selection.

Requirements Management usage info graphic
Mandatory Info Graphic (Requirements Management Tools Usage)

Over half of projects are using spreadsheets and word processing documents to manage their requirements they are taking a large risk.

poll showing who uses what tool
Requirements Management Poll

OK, so the tool  poll was very small and not necessarily scientifically significant, but it does indicate that not everyone has seen the light. And it gives us some data to draw the nowadays ‘mandatory’ info graphic!

As a young student, I remember being introduced to ‘Office‘ applications on a special ‘visit’ to a college. We were shown a spreadsheet and a word-processor. During the hands on task we were all asked to write something. A fellow student completed their piece but couldn’t understand why their work preview looked different to everyone else’s. Whilst all the words were there they were spaced in an odd manner. They’d used the spreadsheet, and entered a word in each cell and changed the columns until the text fitted. Whilst this is laughable now, the fact is the tool still allowed the job to be completed, still allowed the brief to be met. However, the result, using the wrong tool, was not as useful. Imagine trying to cut and paste a sentence into the middle of an existing clause….

A requirements management tool is adapted to aid the flow of requirement through design to testing and end of life. Items are linked in the project’s chain, unlike a design attribute in one document, vaguely referring to some version of a requirement in another.

Would we suggest a Requirements Management tool is needed for all projects?

NO! We wouldn’t, which may sound surprising from a tool vendor. If you make cupcakes and you get an order for 24 cakes 12 blueberry and 12 chocolate we would suggest a spreadsheet with a sheet of costings and a sheet of orders is probably enough, even a diary with the order written in the day before collection day would suffice.  We really don’t want you to spend your money on an inappropriate tool. Spend it on some new icing nozzles and deliver us a batch of cakes. However, if you produce tens of thousands of cupcakes for a number of different vendors and have numerous suppliers, recipes and food standards to meet, well we could conceive of a Cupcake project as a set of Requirements and associated items that needed to be managed. Supplier X changes their ingredient, which products does this affect?

Away from food, before we all feel hungry, we can confidently say that YES the more complex your product, the more components, stakeholders, standards and tests you have to mange, the more important the right tool. The easier traceability becomes, the easier changes can be made and impact calculated. Don’t try laying bricks with a spade, just because you have one in the shed. Don’t try turning precision parts with a drill and a file just because it appears to work. Don’t try and write a novel in EMACS just because it is an extremely powerful text editor . DO use the right tools for the job,

Related Articles

Seeing the light, are you viewing your projects through rose coloured spectacles? Windows and Doors do they need RM (Requirements Management)?

The Value of Reviews

“One of the most sincere forms of respect is listening to what another has to say”

Bryant H. McGill

Nobody likes to be told they are wrong. Nobody wants to be told they should have done something better. It’s human nature to think the best of ourselves. That’s not a bad thing, it’s just not the best attitude when attempting to find the best solution to a problem. Just what is the value of reviews?

Designed by Committee

The other extreme is where we believe everyone has an equal voice regardless of the situation. Really? We’re designing a new nuclear powered rocket to reach the outer solar system and we have to ask the cleaner whether he thinks the professor in Nuclear physics has chosen the correct error margin in her calculations? There are many ways to solve a problem, any problem. But there will always be a handful of solutions that fall into the top quartile. These are usually those proposed by people with domain knowledge. So whilst committee led projects are often doomed (unless the committee is small and carefully selected), listening to core colleagues can prove invaluable. That’s not to say that we’re not going to get a number of readers now quoting a bit of “blue sky”, “out of the box”, “tangential” thinking that gave an amazing breakthrough. However, let’s look at the average case.

Tick in the Box Review

So you’re convinced, well at least your boss is, that you need to have a review. You prepare all the work, bung it in a document and then email it to everyone in the team. Comments by Monday please. (Today’s Friday and who wants to review over the weekend). Monday inbox, great only one email. Peter thinks the font is a little large. Sorted. Pass that over to the manufacturing team.

1 month on… This unit is way too big. Who on earth made something like that? What could they be thinking?
“Morning Brian… Oh what’s that? Not the slider arm? Surely not that size! Why’s it made in Aluminium, that will never interface with the brass elliptical follower…. Oh, Bri’ you’ll be holding up the project”
If only the review had picked up the 10.0mm rather that 1.00mm typo. If only the reviewers had included someone on the power team……

Review and Respect

A carefully selected review team should be chosen. Not because they are your friends or underlings that will pass your review without comment, but because they have a valuable insight. They can help spot actual mistakes. They can trigger a rethink of potential problems, cost savings or synergies. They may not have the answers themselves, but listening to them can help. The value of reviews is down to respect. Of course there is little value in a tirade of semantics or formatting comments. However, if they misunderstand what is being said, and moving a comma or explicitly breaking a requirement into two makes it atomic and unambiguous, chances are your supply chain will benefit too.

 

Selecting an item from the to be reviewed list
Cradle Reviews

Left Shift

But reviews are expensive and waste time…

Yes, they can be a bit like an insurance policy. They may not pick up much or they may find a glaring error. If they find nothing then you have to ask whether the reviews are being done correctly. Make sure reviewers understand the need to be constructive towards the overall goal, and are not falling into the tickbox trap.

The further to the left we can move any issues the better. Why? As it is simpler and more cost effective to resolve issue in the early stages. Correctly understanding and ironing out issues in the requirements is much better than waiting until the design is complete. Thinking what can go wrong and designing round it is more cost effective than waiting until it has been made. A completed object with a commissioning problem can be a nightmare.

Now Go and Review

So put down your mop for the moment and tell us James,  “Do you think 10% is a sufficient margin for extra fuel?”

10 Engs, 1 Mgr, 6 Requirements, 2 SE, 1 Metric and 1 Dashboard

How Does That Work ?

The Flexible Licence Model in Cradle Means it Does

Unlike other software tools the licences in Cradle are concurrent usage licences. It is, therefore, quite possible to have fewer licences than you have people and still be able to do everything you need.

If some of your engineers are involved in writing requirements and others writing tests, there may be no need for them to open the systems engineering diagrams. Why pay for a licence they are not going to use? That’s not to say they may not need to at some point, and as long as there is a licence free at that instance in time, they will be able to open the diagram too. Of course if you want to prevent a particular user ever consuming a licence then you can set module access rights to prevent them acquiring one.

Generally reporting using metrics and dashboards is an infrequent activity. Why have umpteen licences hanging around not being used? Exactly what we say. Don’t buy it if you don’t need it! (hint: It’s a Flexible Licence Model in Cradle)

Are you seriously telling me to spend less money?

Yep! We want you to be clear why Cradle is a better more cost effective choice for your business.

If the project focus changes and more people need metrics do I have to reinstall?

Nope! Just have a word with our sales team and they’ll have a new code prepared. Install this on the server, restart the Cradle Database Server and you have your new compliment of licences. That applies to any of the available modules.

I’m too big for a single user system, but not big enough to afford a full enterprise system, are there only the two options?

No! Falling into this ‘in-between ground’ or having difficulty explaining the benefits of a fully integrated lifecycle management tool to your bosses can be a problem. “Named user licensing”, sorts this out, giving significant cost savings. Instead of being able to have a large pool of engineers, any of whom can seek a connection to the database and acquire a module licence, named user systems lock the connections to a set of named users.

I guess I then have to spend bucket loads of money on upgrades and a premium help line?

No again! With enterprise systems you get as much support as necessary for a fixed annual maintenance fee, based on the size of your system. You get all patch and version releases free during this period.

What do I need to spend money on?

Not much! We offer free and comprehensive help information with your installation and online. We provide demonstration databases so you can see how things work and get up and running. However, if you want to hit the ground running and ensure all users run up the learning curve, we will tailor training courses for your individual needs. Again not a fixed price for teaching you everything in Cradle, you only pay for the parts pertinent to your business. If you want help to set up a database and project to match your business specific work model, then we can offer consultancy at a competitive rate.

What should I do?

Don’t delay, contact 3SL today. You can have a free webinar, a free evaluation and a chance to improve your product lifecycle.

Cradle Enterprise
Cradle (Enterprise edition)

Visit www.threesl.com for Cradle, the simple, flexible and scalable solution for your entire project needs! Ask about the enterprise flexible licence model in Cradle.

From concept to creation, you, Cradle and 3SL!

Project Planning and Work Breakdown Structures

Overview

Most projects have a formal project plan by which their work can be planned and the progress of this work can be monitored. A project plan will typically divide the project’s work into activities which can be grouped into a hierarchy that is usually called a Work Breakdown Structure (WBS). At its simplest, the WBS is a hierarchical description of the work that is required to complete a project.

The use of, or interest in, a WBS may not be confined to the group that maintains the project plan. Often, a project will want to have a representation of the project plan that is accessible to the systems engineering data, so that:

  • Parts of the project plan can be assigned to people working in the systems engineering environment
  • Individuals can have task lists prepared for them from the project plan
  • Information used by, or generated by, the activities in the project plan can be linked to the activities in the plan
  • Updates to the project plan can be made from within the systems engineering environment

These needs are particularly apparent in those organisations that undertake a large number of small projects. It is particularly common in manufacturing companies, who will typically have many projects under-way concurrently.

Planning Tools

Tools that manipulate project plans are usually called project planning tools or project management tools. There are many such products, including Microsoft Project, Artemis and Oracle Primavera.

Cradle provides a bi-directional integration with Microsoft Project that allows a Cradle project to be associated with any number of Project plans (sometimes called programmes or schedules) whereby:

1.  The activities in each plan become a hierarchy of items in Cradle

2. Data can be bi-directionally exchanged between Cradle and Project, either:

  • From Cradle, pushing Cradle updates to Project or pulling updates into Cradle from Project
  • From Project, pushing Project updates to Cradle or pulling updates into Project from Cradle

3. The activities in Cradle can be assigned to users, creating task lists

4. Each user can see his/her task list, colour-coded by the progress of the task based on the current date and the date information in the task, showing the immediacy or delinquency or completion of the task

Image showing the project plans process
Project plans process

Planning within Cradle

Continue reading “Project Planning and Work Breakdown Structures”

Requirements Management for Windows and Doors?

Requirements Management Isn’t Just For The Big Players.

Your boss says “Don’t be ridiculous you don’t need, requirements management for windows and doors!”…

Your client has asked that the new Town-Lodge is fitted with UPVC doors, windows and fascias throughout. All fire regulations for a medium occupancy building must be adhered to. Locks must have master key and single key access. Glass must meet the company’s privacy specification.  And so on….. Whether you are building a spacecraft with millions of parts with hundreds of engineers, or you’re a firm of three fitters running a building service, you have requirements to manage. The HID (Hierarchy Diagram below) shows that a large number of interdependencies, even for the supply of simple items, quickly builds. Consequently the complexity of managing those requirements becomes more of a task. The requirements for windows and doors to a 20 room Town-Lodge involves glass specifications and safety constraints. These may differ depending on the location and size of the window/door. Planning, using a tool can simplify the traceability of any job.

HID showing how complex even a requirement for a few windows and doors can be complex
Even Windows and Doors Can Benefit from Requirements Management

Managing Change

The quotation has been accepted by the Town-Lodge. However, you were careful enough to note that the price was ‘subject to regulatory change’. When Ref 125-ere-2008 comes up for review and an amendment is raised, it is easy to trace what this impacts. Running a query on the Safety Regulations and showing the linked items, furthermore,  it can be seen these refer to the Emergency Access Windows. The trace shows these are linked to Customer Requirement CR6 and CR8. Finally it is a simple case of writing the email to the Town-Lodge and explaining regulatory change requires thicker glass and this will change the price for these two windows. Then await their approval. Therefore, in answer to your boss, “I can see the future for a tool to give us requirements management for windows and doors – can we buy a copy of Cradle ?”

Running a query to find the impact of a change, requirements management for windows and doors is necessary
Finding the Impact of a Change

Validation and Acceptance

The Lodge has agreed that they will pay when the work has been completed satisfactorily. Prior to starting work you have agreed a set of acceptance criteria. There could be endless tweaks or subjective “I don’t think that’s finished” conversations unless clear acceptance criteria and associated validation techniques have been agreed. Imagine you have a noise reduction requirement, “The noise reduction between the window open and window closed shall be 6dB”. Record the pre-agreed acceptance method as a Cradle item, and link this to each of the requirements with noise acceptance criteria. (This requirement in turn is linked to the rooms that it affects)

  • Noise Reduction Measurement. A white noise generator shall be sited at 1m from the window. The position will be adjusted until a measurement of 80db or more is detected inside the room with the window open at a distance of 1m inside the room. A second reading shall be taken with the window shut and this shall be subtracted from the first reading.

Running a query against the noise test will find all the rooms that this applies to. Now you can make your measurements and record your findings. You now have full traceability for each aspect of the product being delivered to The Lodge. “Dear Boss, Submit the invoice, Cradle aided demonstration to The Lodge site manager that all our acceptance criteria had been met. I think we’ve proved a use for requirements management for windows and doors.”

Digital Certificates in Cradle System Engineering Tool

Starting with the Cradle-7.2 release, we have included digital certificates in the executables in the Cradle system engineering tool distribution for Windows, including the Cradle installer itself.

Digital Certificates

Like a passport or a driver’s licence, digital certificates are issued by a Certificate Authority (CA) to provide proof of identity, in this case for verifying the identity of online entities. However, instead of containing a photograph and the signature of the certificate’s owner, a digital certificate binds the owner’s public key to the owner’s private key.

3SL (our full company name is Structured Software Systems Limited) has obtained a digital certificate from the CA Symantec that we can use to identify any file as being something that we have produced.

Cradle Systems Engineering Tool

3SL’s system engineering tool Cradle contains many executables and other files. These files are supplied as a single distribution file, such as:

Cradle72_Setup.exe

It is helpful to us, and to anyone who receives the Cradle software distribution or who looks at any executable that is claimed to be part of the Cradle system engineering tool, to know that:

  • The distribution
  • The files inside the distribution

have come from 3SL and have not been changed in any way after they were created by 3SL.

So, starting with Cradle-7.2, 3SL has digitally signed:

  • The Cradle software distribution
  • The executables inside the distribution

with our digital certificate.

Benefits

Using a digital signature brings several benefits to anyone who installs or uses Cradle.

Anti-Virus Products

Occasionally, some AV products have incorrectly claimed that a file in Cradle contains a virus. These incorrect reports are called false positives.

Now that Cradle executables are digitally signed, we expect that your AV product will report fewer false positives.

Installation

Since the Cradle installer is digitally signed, Windows will display the friendly blue User Account Control (UAC) dialog at the start of the Cradle installation:

cradle system engineering tool digital signatures
Windows Detects 3SL in Cradle System Engineering Tool Installer

instead of the warning yellow UAC dialog.

Executable File Properties

You can verify the digital signature in the Cradle installation files:

Cradle system engineering tool digital certificates
View Digital Certificates in Cradle Executables

If the file does not contain a digital certificate, then you know that the file has been tampered with since 3SL created it, or it was not created by 3SL at all.

Information Assurance

The use of digital certificates is part of 3SL’s commitment to ensuring that Cradle contributes to the information assurance practices in your organisation. You can find more details about other information assurance aspects of Cradle in our white paper here.

Summary

We hope that 3SL’s use of digital certificates in the distribution of, and executable files within, the Cradle system engineering tool will be helpful when you next install Cradle and when your AV products next scan a Cradle installation!

 

10 Steps in Cradle Performance Tuning

Improving Cradle Performance

Everyone likes tools to run quickly. Below is a list of notes, actions and checks to ensure that your Cradle system will run as quickly as possible:

1. Check the time between clients and the server. In the ‘Help’ tab, select ‘About WorkBench’ and ‘Resources’. Look for the ‘average roundtrip time’ line. If the CDS is in your local network, it should be <2 msec. If you connect over a VPN, it should be <25 msec. If longer, you may have a problem.

Screenshot showing the refresh items option in user prefs
Preferences Dialog

2. Consider turning off user preference ‘Refresh items when modifying links’. In the ‘Home’ tab, click ‘Preferences’, then ‘UI Control’

3. Consider turning off ‘indicate linked items in trees’ in the same group of preferences

4. Consider enabling caching of top-level items in Project sidebar, reduces time to find top-level items, in UI Control -> Sidebar preferences

Sidebar preferences in WorkBench
Sidebar preferences

5. Note that when links are created, modified or deleted, the change histories are updated for items at both ends of the link

6. Changes to links to/from items could raise alerts to be sent as and possibly sent to large numbers of users

7. Run the cross reference and item integrity checks in the ‘Project’ tab to find and fix any problems. Issues can arise from unvalidated imports of data or links.

8. Ensure that message compression and server-side processing are both active. Look in ‘CDS Settings’ in the preferences for any user. Checkboxes may be greyed out (can only be set on the server), but its set/not set value is accurate.

9. Large numbers of unread alerts will slow Cradle down at login and logout. Check options in the ‘Alerts’ section of the schema, from ‘Project Setup’ in the ‘Project’ tab. Use ‘Delete alerts’ in this tab to remove current user’s alerts.

Alerts options in Project Setup
Delete alerts

10. Read the performance section in the System Administration manual

We hope that this is helpful!

cradle performance tuning
cradle performance tuning
Article updated 04/02/2019 – Added images

Full End to End Document Processing

Concept to Creation

Whatever you are making, whatever service you are delivering, you need a tool that supports your process from end to end. You can’t expect a successful outcome without control of your project’s lifecycle.

Complete End to End Document Processing

Despite living in an electronic world, where the promise was a paperless office, we are often faced with needing to manage documents at a number of points over the duration of the project. This is not surprising, even if we don’t handle hard copy,  a document is an tangible object.

Humans relate to the concept of a complete package of information being contained in the document. They generally make good reading if you start at the beginning and read through to the end. Non-fiction documents may be more likely to be read by accessing the index or contents and turning to a page number. Sometimes in an electronic copy there may be a hyper-link to another part of the document. On the whole, however, the format is fixed. You can’t easily re-arrange a document to see its contents from a different perspective, or organise it hierarchically based on a section of your choosing.

Managed and linked requirements, designs, constraints, tests, diagrams and definitions, need to be arranged, searched and traced, to reach our end goal effectively. The ability to see which customer requirements are ultimately verified by a test, or what system requirements are impacted by a customer change to a requirement are invaluable.

Cradle for Your Document Processing

From a document point of view, the triplet of Document Loader, WorkBench and Document Publisher covers the full lifecycle.

  • Customers often provide their initial requirements in the form of a MS Word document. Document Loader will parse, tag and link this information as it is drawn into Cradle’s database.
  • WorkBench is the ideal tool to develop and design, record and trace your project.
  • When the project is at a stage that needs a formatted output, Document Publisher is used.

Continue reading “Full End to End Document Processing”

3SL/Cradle Videos – Subscribe and Request

Extra Videos

We want to increase the number of videos in our YouTube channel and we need your help. So please:

  1. Subscribe to the channel!
  2. Tell us what types of video would be most helpful, for example:
    • General demos of capabilities, such as traceability, using trees, view, or reviewing items
    • Demos of individual operations, such as capturing source documents or creating a query
    • Building a Cradle schema
    • Or something else!
  3. Tell us your preferred maximum length for a video, for example < 10, 5 or 2 minutes
  4. If English is not your first language:
    • Do you prefer a human voice or a computer-generated voice?
    • Is it helpful to also show text notes inside the video?

If you know some topics that you want to see in a video, tell us what they are!
Thank you for any help that you can provide, either as comments on this discussion, or by e-mails to me at: mark.walker@threesl.com

Screenshot of 3SL YouTube channel
3SL YouTube channel