Global Controls Software - Stanford University

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NLC - The Next Linear Collider Project Global Controls Software Global Controls Software Team: J. Bogart, R. Chestnut, S. Clark, M. Crane, L. Hendrickson, J. Rock, R. Sass, H. Shoaee, E. Siskind, N. Spencer Hamid Shoaee 5/25/99

NLC - The Next Linear Collider Project Control Software Overview Control Software Baseline Model (WBS1) – – – – – – General Control System Requirements Software Architecture EPICS Overview Controls Software Requirements Enterprise-Wide Database Software Cost Estimates CDR Project (WBS2) – Conceptual Design Effort – R&D Tasks, Schedule and Budget Summary of CD Phase Readiness Hamid Shoaee 5/25/99 Slide 2

NLC - The Next Linear Collider Project General Requirements for the Global Controls System Support an accelerator facility spread over a large geographic area. Acquire, process and distribute massive amount of data. Support pulsed multi-bunch accelerator operation. Provide a rich set of applications for commissioning and operation. Provide an extensive feedback facility. Seamlessly accommodate various data acquisition systems. Hamid Shoaee 5/25/99 Slide 3

NLC - The Next Linear Collider Project Controls System Baseline Model Distributed hardware & software control system Use of commercially available “open” communications Networks Support for industry standard I/O buses Server based processing located in a central facility A suite of SLC style user applications An extensive feedback facility Enterprise-wide consolidated database Hamid Shoaee 5/25/99 Slide 4

NLC - The Next Linear Collider Project Experimental Physics & Industrial Control System (EPICS) A control system development facility in use by more than 100 projects in North America, Europe and Asia. – – – – – – – – – – – – – The Advanced Photon Source and Beam-lines @ ANL The Thomas Jefferson National Accelerator Facility Proton Storage Ring @ LANSCE Injection Linac for KEKB Factory @ KEK Advanced Free Electron Laser @ LANL Duke Free Electron Laser and Mark III Laser @ Duke University Heavy Ion Fusion Test Stand @ LBL Intense Pulsed Neutron Source @ ANL HERA Cryogenic Plant and Tesla Test Facility @ DESY RF Control for the B-Factory @ SLAC Bates Linear Accelerator @ Bates MIT Racetrack Microtron @ University of Athens BESSY II @ BESSY Hamid Shoaee 5/25/99 Slide 5

NLC - The Next Linear Collider Project Distributed Hardware Configuration Workstations: Sun Hp PC I/O Controllers VME/VXI/PCI Remote I/O and Signal Conditioning CAN-Bus, Industry Pack VME, VXI, PCI, ISA CAMAC, GPIB Profibus, Bitbus, Serial, Allen-Bradley, Modbus, IEEE 1394 (Firewire) Field I/O Field I/O Field I/O Field I/O Hamid Shoaee 5/25/99 Slide 6

NLC - The Next Linear Collider Project Distributed Software Architecture VxWorks UNIX Windows NT VxWorks Windows NT Solaris Operator Interface, Alarm manager, etc. ca-client ca-server UNIX Applications Software Servers/Gateways Middlware ca-client CORBA ca-server ACE VxWorks process DB device sup Hamid Shoaee 5/25/99 Slide 7

NLC - The Next Linear Collider Project EPICS Overview A Strong Collaboration to Share Development Effort EPICS provides the Following Components: – Network Protocol (Channel Access) for a distributed client/server control system – Distributed run-time database with tools for database generation and maintenance providing data acquisition, control & monitoring – A suite of utilities such as display generation, configuration control, alarms, archiving, etc. – Fast real time processing Interfaces for large applications – IOC - input output controller – Operator Interface and Display Management Hamid Shoaee 5/25/99 Slide 8

NLC - The Next Linear Collider Project Controls Software Requirements Low-Level Applications – – – – Timing control, pattern broadcast, 120 Hz operation Data acquisition, e.g. BPMs, laser-wires Device control and monitoring, e.g. Magnets Low-level RF control High-Level Applications – – – – – Accelerator modeling Beam steering Beam properties correction and optimization Beam-based alignment and other diagnostics IP collision optimization Hamid Shoaee 5/25/99 Slide 9

NLC - The Next Linear Collider Project Controls Software Requirements Continued Feedback Systems – Beam-based feedback for linacs and transfer lines – Damping rings local and global orbit feedback (APS) – Slow feedback for large time-scale correction and watchdog functions User-Level Tools and Utilities – – – – – Configuration control (save and restore) Data archiving Data acquisition and correlation analysis Status and alarm management Multi-device knobs Hamid Shoaee 5/25/99 Slide 10

NLC - The Next Linear Collider Project Controls Software Requirements Continued Protection Facilities – Machine protection system – Personnel protection system interface – Beam containment system Detector Interface – Pulse related data – Slow data Automation – Beam Startup sequencing – Diagnostics Hamid Shoaee 5/25/99 Slide 11

NLC - The Next Linear Collider Project EPICS Enhancements 120 Hz pulsed operation – Data acquisition, processing and distribution Real time data sharing between CPUs over Kilometer distances High level applications Tools and utilities upgrade Midleware servers – – – – – Name servers (broadcast issues) Data concentrator (scaling issues) Coordinators and controllers Application servers Software bus Hamid Shoaee 5/25/99 Slide 12

NLC - The Next Linear Collider Project Controls Software Infrastructure Global Controls Architecture & Systems Software – – – – Network and communication protocols High-level software architecture Real-time infrastructure Software development environment Enterprise-Wide Database – A central repository for accelerator information – Easy Web-based access and update – To be used throughout project life cycle: R&D, design, construction & manufacturing and operations Hamid Shoaee 5/25/99 Slide 13

NLC - The Next Linear Collider Project Enterprise-Wide Database Many Types of Information are Connected via a Formal Device Name Operations Administration Beam-line Electronics Components Cables Spares EPICS Control System Database Error Logs Archive Trouble Data Reports Purchasing Formal Device Name Manufacturing Cost Accounting Drawings Personnel Hamid Shoaee 5/25/99 Slide 14

NLC - The Next Linear Collider Project NLC Database Browser Hamid Shoaee 5/25/99 Slide 15

NLC - The Next Linear Collider Project Software WBS Example WBS Person-Year 13 136 1361 GLOBAL CONTROL SYSTEM GLOBAL CONTROL SYSTEM SOFTWARE 13611 Systems Architecture Control Software 474 30 Overall System Design 6 High Level Networks and Communication 5 Low Level Networks 5 Computer & Networks Security 2 High-Level Software Architecture (Device Abstraction) 6 Digital Audio and Video Infrastructure Supervision 2 4 Hamid Shoaee 5/25/99 Slide 16

NLC - The Next Linear Collider Project Software WBS Cost Roll Up 1 13 136 1361 13611 13612 13613 13614 13615 13616 13617 13618 13619 1361A 1361B Person-Year PROJECT GLOBAL CONTROL SYSTEM GLOBAL CONTROL SYSTEM SOFTWARE Control Software Systems Architecture Software Infrastructure Low-Level Applications Tools and Utilities High-Level Applications Feedback Systems Protection Systems Systems Integration Automation Detector Interface Supervision 474 30 104 137 25 23 24 48 20 4 3 56 Hamid Shoaee 5/25/99 Slide 17

NLC - The Next Linear Collider Project Global Control Hardware Cost Roll Up Example WBS 131 1311 1312 1313 1314 1315 1316 1317 134 1341 136 1361 1362 1363 1364 1365 137 1371 1372 1373 1374 Count Item GLOBAL CONTROL SYSTEM COMPUTERS Software Development Computing and Networks Distributed Consoles Maintenance Consoles Displays Servers Instrumentation & User Interface Licensing GLOBAL CONTROL CRATES & MODULES IOCs, Crates & Modules GLOBAL CONTROL SYSTEM SOFTWARE 0 Control Software Software Test Facility Engineering Test Stands Mobile Control Room Mobile Diagnostic Facilities (2) CONTROL ROOMS Networking Infrastructure Consoles Utilities and Services Design and Layout Unit Cost ( K) M&S ( K) ED&I ( K) Labor ( K) TOTAL ( K) 300 50 100 450 165 100 100 365 156 100 100 356 160 100 100 360 1,200 220 200 100 100 1,500 140 460 275 14,760 275 2,950 500 47,400 412 118 47,400 100 750 95 300 18,210 630 750 50 445 50 100 30 180 222 210 85 517 300 100 70 470 180 30 50 260 200 100 100 400 Hamid Shoaee 5/25/99 Slide 18

NLC - The Next Linear Collider Project WBS1 Summary Global Systems (230 M) Computers MPS Crates/Mods BCS Timing Networks PPS Software Racks 60 50 40 30 20 10 0 Protection System Hamid Shoaee 5/25/99 Slide 19

NLC - The Next Linear Collider Project Summary and Status of Baseline Model Identified global requirements for the control software. Developed conceptual design based on EPICS. Developed WBS and loaded in planning tools. Documented detailed component list & cost catalog. The first iteration of baseline model (WBS1) is done. Hamid Shoaee 5/25/99 Slide 20

NLC - The Next Linear Collider Project CDR Project (WBS2) Conceptual Design Goals Collect detailed software functional requirements. Specify and refine specifications for the global system. Perform risk analysis. Develop software subsystem architecture. Perform reliability analysis. Optimize design for performance, cost, and reliability. Document CDR Develop EPICS extensions specifications Define application program Interface (API) Develop enterprise-wide database Hamid Shoaee 5/25/99 Slide 21

NLC - The Next Linear Collider Project CDR Project (WBS2) R&D Objectives Reduce/eliminate risks – Technical risks Architecture uses new and untested technology Extending EPICS to larger scales and higher speeds – Schedule risks Inadequate or uncertain requirements Software estimate uncertainty With 470 person-years of software, there is a substantial ramp up problem and delay risk Support the overall NLC R&D effort Hamid Shoaee 5/25/99 Slide 22

NLC - The Next Linear Collider Project CDR Project (WBS2) R&D Tasks Prototype & evaluate commercial networks Verify 120 Hz pulsed operation SBIR project to develop a ruggedized, triggered remote I/O device connected to a reliable long line communication system. Evaluate fieldbus commercial options Develop database in support of NLC R&D Identify required EPICS enhancements Investigate/reduce schedule risks Hamid Shoaee 5/25/99 Slide 23

NLC - The Next Linear Collider Project Database and EPICS R&D Tasks Database - support NLC R&D effort by developing needed database components – Beam-line device and area lists, cabling database, documents and drawings – Easy access including use of spreadsheets EPICS enhancements – Identify requirements and options for non-IOC application development environment including middleware interfaces – Evaluate emerging technologies: CORBA, Java, etc. Hamid Shoaee 5/25/99 Slide 24

NLC - The Next Linear Collider Project R&D Schedule Example ID 11 Task Name CD-2 Total Cost 0 12 Global Control Architecture 1,376,604 13 Controls Architecture Conceptual Design 471,280 14 Functional Requirements & Project Description 39,360 15 System Technical Specifications 35,040 16 Conceptual Design 70,840 21 Perform Risk Analysis 28,600 22 Optimize Design for Performance/Cost/Reliability 40,040 23 Documentation & CDR Prep 24 CDR Complete 25 Develop EPICS extensions specification 26 Develop Enterprise-Wide Database 27 2000 2001 2002 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Software[10%],Physicist[10%],Engineer[10%] Software[20%],Physicist[10%],Engine Software[30%],Engineer[ Software[50%],E 26,400 0 99,000 132,000 Prototype & Evaluate Commercial Network & Software 323,440 28 Specify Project Goals, Collect Product Data 26,400 29 Specify Required Software, Network Device Congif 11,000 30 Buy VxWorks license Software[40%] Software[50%] 20,000 Hamid Shoaee 5/25/99 Slide 25

NLC - The Next Linear Collider Project Global Controls & Software CDR Project Budget A budget plan for the controls architecture and software CD/R&D program has been developed and integrated into the MS project for – Conceptual design – R&D – Labor and M&S categories Budget has been profiled by FY quarters (99-02) and is presented in the following excel sheet. Hamid Shoaee 5/25/99 Slide 26

NLC - The Next Linear Collider Project CD Phase Budget Controls Architecture 1.5M, 13.8 FTE Q3 FY99 Q4 Q1 FY00 Q2 Q3 Q4 FY01 Q2 Q3 Q1 Q4 FY02 Q2 Q1 Q3 Q4 Global Systems Engineering & Design Controls Architecture Conceptual Design Controls Architecture R&D FTE/M&S 0.70 1.20 0.70 1.20 0.70 1.20 0.70 1.20 1.90 25 1.90 25 0.70 1.20 0.70 1.20 1.0 2.2 1.0 2.2 4.0 100 1.0 2.2 1.0 2.2 1.5 3.2 1.5 3.2 6.0 100 1.5 3.2 1.5 3.2 Hamid Shoaee 5/25/99 Slide 27

NLC - The Next Linear Collider Project The Need for Collaboration Development The project could benefit from increased staffing to further minimize schedule risks by 1 2 3 4 Investigate schedule risk issues. Explore phased implementation plans for control software. Refine architecture details to expedite development startup. Document control system “Principles of Operation” and produce “Application Developer’s Guide”. We need to develop collaborative relationship with other national and international laboratories similar to developing ties to industry and vendors. Hamid Shoaee 5/25/99 Slide 28

NLC - The Next Linear Collider Project Collaboration Development Define areas of collaboration – – – – System architecture design Networks planning EPICS enhancements Safety: PPS, etc. Develop infrastructure for distributed controls effort – Detailed requirements and technical specifications – Interface definitions – Remote project management & communication tools Hamid Shoaee 5/25/99 Slide 29

NLC - The Next Linear Collider Project Summary CD Phase Readiness 1. Are Technical Status, Planning and Management Tools ready? Baseline models are defined, R&D plans and management tools are in place to proceed with the conceptual design. 2. Are R&D Phase cost, schedule and resources adequate? R&D plans are adequately defined through resource loaded schedules. R&D Effort Could Benefit from Additional Resources from Collaborators. Hamid Shoaee 5/25/99 Slide 30

NLC - The Next Linear Collider Project Summary CD Phase Readiness -2 3. Is the Management Structure adequate? Management model is based on PEPII model of software management in concert with the successful EPICS collaboration. 4. Is the NLC CD-1 description complete? Are preliminary (WBS1) costs and schedules adequate starting points? The description is complete with cost models and tasks defined in detail. Preliminary schedule indicates an aggressive timeline for controls software development. Hamid Shoaee 5/25/99 Slide 31

NLC - The Next Linear Collider Project Summary and Conclusion Developed conceptual design for global controls architecture and software Developed detailed component list & cost catalog Identified areas requiring R&D Planned R&D project including task & resource lists Continuing database work to support NLC R&D We are Ready to Proceed with the CDR Phase of the Control System Hamid Shoaee 5/25/99 Slide 32

Global Controls Software Global Controls Software Team: J. Bogart, R. Chestnut, S. Clark, M. Crane, L. Hendrickson, J. Rock, R. Sass, . Distributed Software Architecture ca-server process DB device sup VxWorks UNIX Windows NT VxWorks Windows NT Solaris ca-server VxWorks ca-client Operator Interface, Alarm manager, etc.

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