cesmii roadmap: 2017 –2018 2 · align anticipated impact with cesmii goals – define how the...
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CESMII Roadmap: 2017–2018 2
Smart Manufacturing (SM) is the business, technology, infrastructure, and workforcepractice of optimizing manufacturing through the use of engineered systems that integrate operational technologies and information technologies (OT/IT).*
*Throughout the roadmap, these integrated engineered OT/IT systems are referred to as “cyber-physical systems.”
SM enables the right informationand right technology to be available at the right time and in the right form to the right people, powering smart decision-making within factories and across entire value chains.
CESMII Roadmap: 2017–2018 3
Improves overall performance, productivity, and efficiency, making
manufacturing faster, better, cleaner, and more profitable
Facilitates the availability of effective, interoperable, networked, secure, and
resilient solutions to manufacturers of any size
Enables intelligent process automation to convert data into actionable insights
Augments human-in-the-loop cognition and involvement
Provides the operating platform for cyber-physical systems
Transforms the manufacturing sector to become the engine for open
innovation and skills development
CESMII Roadmap: 2017–2018 4
Provide the framework to start up the Institute and focus CESMII efforts on high-priority SM industry needs, including: Availability of objective information on SM technologies
Consultation, assessment, and platform-based access to approaches and methods
Cross-industry information and studies
Training
Direct the first call for CESMII projects, cross-industry studies, technology and knowledge inventories, and workforce development and training
Align and cross-link the efforts of the CESMII Regional Manufacturing Centers (RMCs)
Set the stage for a more comprehensive, more in-depth CESMII Roadmap: 2018–2022 process with the CESMII standing committees and technology workgroups
Built around highly interactive virtual workshops, the initial CESMII roadmap process solicited input from more than 100 SM experts.
Detailed results of these workshops are included in the CESMII Budget Period 1 Roadmap Process Findings document.
CESMII Roadmap: 2017–2018 5
U.S. manufacturers must invest today in SM to serve connected customers with high-quality products, effective processes, and responsive services.
The value of SM is achieved through dynamic formation of cyber-physical systems.
SM technologies and infrastructure must maximize openness and interoperability.
Ensuring strong cyber security is essential for widespread SM deployment.
SM must be communicated in terms of business outcomes.
Industry requires clearly defined pathways for achieving the benefits of SM.
A focus on energy-intensive and energy-dependent manufacturing processes offers the most significant and accelerated reinvestment potential.
SM is key to establishing new job growth and manufacturing markets, building a highly productive and skilled workforce, and improving the health of the economy.
CESMII Roadmap: 2017–2018 6
CESMII Roadmap: 2017–2018 7
To facilitate implementation of
new manufacturing solutions and
integration of operational
technologies and information
technologies (OT/IT), CESMII will
accelerate early-stage R&D in
ways no company or industry
can do alone.
The CESMII R&D Portfolio will
simultaneously address
knowledge gaps and advance
innovation in SM technology,
processes, and workforce.
Research
Early-Stage R&D• Advanced sensors• Models and computational tools• Data structures and configurations• Process controls• Hardware• Software
Early-Stage R&D• Security requirements• Human-technology interfaces• Data management• Process models • Business change management• Workforce skills development
Early-Stage R&D• Reference architectures• System configurations• System models• Interoperability standards
Technology Development
Product Integration
Market Implementation
The CESMII R&D Portfolio will facilitate development of cross-sector solutions through:
The evolving selection and coordinated execution of collaborative projects, studies, and assessments
Cross-institute, cross-industry, cross-company, cross-vendor, cross-business, and cross-technology collaboration
The CESMII R&D Portfolio will address R&D challenges and knowledge gaps related to the integration of manufacturing operational technologies and information technologies (OT/IT), including:
hardware, software, and security requirements
sensor technologies, multi-sensor data fusion, and sensor-actuator-human interfaces
process model (e.g., physics-based, empirical, data-driven, cognitive, and quantitative) verification, validation, and uncertainty quantification
data structures, contextualization, configuration, and management
reference architectures and platform for process technology digitization
CESMII Roadmap: 2017–2018 8
The CESMII Project Portfolio will be selected by CESMII
Headquarters and driven by needs and opportunities defined by
Regional Manufacturing Centers (RMCs).
The CESMII Portfolio will include:
Roadmap Projects that develop new capabilities
Application Projects that use and apply capabilities
Cross-industry or cross-application Benchmark Studies
and Assessments
CESMII Roadmap: 2017–2018 9
Characterize the Problem – define the significance of the manufacturing problem to industry
Summarize the Current State – articulate the current state of the art, including R&D and knowledge barriers, gaps, and opportunities
Differentiate the Project Approach – identify the novelty of the specific innovation or knowledge the proposed approach is anticipated to yield—including how components, configurations, methods, or tools can be reused for common operations within and across companies and industries
Define the Technical Approach and Reusability – define quantitative and qualitative modeling methods; data structures; sensor, actuator, and human interfaces; hardware, software, security, and reference architecture for the SM Platform; and systems engineering and modeling tools
Align Anticipated Impact with CESMII Goals – define how the project contributes to CESMII objectives and goals and identify how the project aligns with the CESMII Roadmap 2017–2018 R&D Portfolio
Identify Measures of Success – define short-, mid-, and long-term strategy and success metrics
Assess Risks, Knowledge Gaps, and Uncertainties – identify and quantify the severity of any risks or unknowns that could prevent the project from achieving its intended outcomes
Define Stakeholder Roles and Responsibilities – identify the stakeholders who will benefit from project results as well as cross-industry collaborative partners
Outline Project Cost and Timeline – indicate and justify the project cost and time requirements relative to the value the project will yield
CESMII Roadmap: 2017–2018 10
CESMII Roadmap: 2017–2018 11
The CESMII Roadmap: 2017–2018 includes the following content for each of the four CESMII strategies: Strategic Objectives — the desired
outcomes of CESMII activity, which should inform project selection
R&D Portfolio — priority needs for collaborative R&D projects, studies, and assessments (the Workforce Development section does not include this content)
Near-Term Action Plan — a timeline of activities for the next year to guide CESMII’s initial efforts, with color-coding to reflect the need for coordination across CESMII’s four strategies
Optimize manufacturing and increase energy productivityCESMII Roadmap: 2017–2018 12
Achieve manufacturing and energy objectives through collaborative R&D
Drive improved quality, efficiency, and productivity throughout the manufacturing enterprise in real time
Achieve new levels of operational value, increased sustainability, and improved energy efficiency and safety through highly flexible and scalable manufacturing systems and processes
Facilitate successful implementation of cyber-physical systems in companies of all sizes across a variety of manufacturing sectors
Facilitate the evolution of workforce jobs and skills needed for SM implementation
CESMII Roadmap: 2017–2018 13
To achieve the CESMII Strategic Objectives for Business Practices, the Institute must focus on the following R&D areas:
Inventory existing SM technologies and benchmark the current state of integration of operational technologies and information technologies (OT/IT)—including organization, workforce, and infrastructure readiness—in enterprise systems across industries and companies
Study and gain consensus on metrics for assessing the impact of cyber-physical system engineering practices, processes, technologies, tools, and analyses on manufacturing technology, business, infrastructure, and operational/workforce performance and productivity
Analyze industry technical requirements and opportunities for reusability of hardware, software, data, system configurations, applications, and workforce roles across companies and industries to baseline and build: Shared standards-based tools and resources to exploit reusability, support decision-making,
and align business operations and worker skills with cyber-physical systems Tools, methods, and models for validating and mitigating cyber security risks associated with
OT/IT system integration Methods, reference architectures, standards, security protocols, and common reporting
procedures for OT/IT system integration Workforce roles related to SM sensor-to-actuation systems, data management and machine-
based data modeling, and decision-making
CESMII Roadmap: 2017–2018 14
Business Practices
Understand opportunities for businesses in target markets to achieve the value proposition of SM
through RMCs
Conduct workshops to raise awareness and provide education about the SM Platform and SM integration
Solicit early industry feedback on showcase project applications
Develop business models that document return on investment
(ROI) of using SM tools
Conduct Affinity Group workshops to facilitate sharing of problems and solutions to SM Marketplace and technology issues
Asse
ssm
ent &
Be
nchm
arki
ng
Restart Business Standing Committee to define the CESMII offering and key
markets
Inte
grat
ion
Wor
kfor
ce A
lignm
ent
Identify technologies, gaps/challenges, and current state of SM
integration
Define a common SM language and value proposition for all
stakeholders
Define and continuously refine the strategy for successful implementation of cyber-physical systemsin companies of all sizes
Develop consultation capabilities and shared information to assess
industry SM opportunities and technical requirements
Implement business models to facilitate the ability for technology providers to contribute tools to the SM Platform and Marketplace
Continue to build a robust SM Platform & Marketplace
Develop curriculum and training programs to educate all levels of stakeholders on the value and benefits of SM and align business operations and worker skills with the integration of cyber-physical systems
Identify workforce technical skills gaps related
to SM
Develop and implement certification programs for training, services, and technology
2017 2018
Connect industry and academia through networking, postings, etc. to build SM skills and understand and address manufacturing needs
Develop and continuously refine a user support model and network of technical experts that members can leverage to support integration
Share and continuously develop new project success stories
Document the potential and actual ROI of SM integration to continue to refine the SM value proposition
All items in the Business Practices Near-Term Action Plan address business practice needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.
Define metrics that evaluate impact of SM
integration
Continuously identify solutions for addressing gaps and mitigating risks of SM integration across a variety of manufacturing sectors
Facilitate the development, demonstration, and application of modular, affordable, easy-to-configure, secure, and reusable cyber-physical systems—composed of advanced sensors, data analytics tools, process controls, models, and computational platforms—to companies of all sizes across manufacturing sectors
Advance sensor systems to achieve more affordable, robust, easy-to-configure, and secure wireless data communications
Increase the successful application of next-generation data analytics and modeling
Make advanced controls and analytics methods and tools accessible to workers throughout companies and across companies of all sizes
Develop the systems engineering tools and methodologies needed for design and reusability of cyber-physical systems
CESMII Roadmap: 2017–2018 16
CESMII Roadmap: 2017–2018 17
To achieve the CESMII Strategic Objectives for Enabling Technologies, the Institute must focus on the following R&D areas:
Cross-Cutting R&D & Reusability
Establish capabilities for whole-system development, testing, verification, and validation
Validate methods for incorporating advanced computing into real-time operational settings
Assess application of data and modeling standards, ontologies, structures, and workflows across whole systems
Conduct whole-system analysis of emergent behaviors of cyber-physical manufacturing systems
Develop end-to-end, sensor-to-actuation, data, transmission security, and computation flow prediction capabilities
Establish a database of validated data and modeling applications to build new methods for validation and uncertainty quantification
Sensors
Develop robust sensor hardware and software systems that are reliable at high temperatures
Develop low-cost sensor systems for non-destructive evaluation of real-time energy productivity and materials properties
Engineer reliable and secure sensor systems with standards-based sensor-to-sensor and sensor-to-controller interfaces and high-frequency, high-speed, and high-capacity wireless communications
To achieve the CESMII Strategic Objectives for Enabling Technologies, the Institute must focus on the following R&D areas:
Process & Controls
Establish an approach for increasing and maintaining the flexibility of both fundamental and empirical methods in real-time control
Develop algorithms, data-driven self-diagnostic tools, and security methods to facilitate interoperability between models and controls
Data, Modeling, & Analytics
Develop selection taxonomy of algorithmic, modeling, and computational tools for specified objectives, modeling types, and data structures
Integrate methods for verification, validation, and uncertainty quantification that can facilitate use of data model combinations
Develop reusable, real-time data models (e.g., statistical, qualitative, multi-physics, machine-learning artificial intelligence) for a range of operational objectives (e.g., prediction, diagnosis, detection, analysis, exploration, and visualization)
CESMII Roadmap: 2017–2018 18
Assess existing process control and analytics tools across
industries to increase automation and facilitate deployment and
reusability
Develop algorithms for model and control interoperability
Demonstrate predictive
analytics and controls
Design reference SM data models
Proc
ess &
Co
ntro
lsCr
oss-
Cutt
ing
R&D
& R
eusa
bilit
ySe
nsor
sDa
ta, M
odel
ing,
&
Anal
ytic
s Identify best practices and repetitive steps in data analytics for toolkits
Automate workflows for machine learning data preparation
Develop supervised and unsupervised learning methods
Demonstrate Smart
workers applying analytics
Establish engagement with industrial Internet of Things (IIoT) community
Assess need to leverage U.S. Department of Energy High Performance Computing for Manufacturing
(HPC4Mfg) technologies
Demonstrate scalable edge and cloud computing
Analyze existing data models and
standard data landscapes in
manufacturing
2017 2018
Develop cloud-to-cloud communication
Inventory shortcomings of
existing manufacturing
data models
Develop SM reference architecture and cross-enterprise interpreted/contextualized data
Develop data-driven self-diagnostic tools for monitoring and control
Define the elements of secure enterprise transactions and evaluate methods (e.g., block chain)
Influence development of industrial plug-and-play
Influence development of wireless communication for manufacturing; assess need for fiber in SM factories
Develop ability to securely connect data to the SM Platform Demonstrate SM Platform wireless plug-and-play
Develop affordable sensor systems with robust communication for demanding environments
Develop affordable sensing for energy management
Restart Technology Standing Committee and work with the Platform and Project Selection Committees to define a
process for vetting new technology
Gather and understand relevant standards
Define SM methodologies
Form a user support model for SM project leaders
Define process to select new technology for certification, working with Workforce
and Platform Standing Committees
Develop SM reference architecture and environment
Develop SM methodologies training
Define design method and requirements for reusability
Develop project communication and closure procedures to integrate new technology into the SM
Marketplace and new learning into SM
Develop internships and apprenticeships in SM technologies, and select 2018 SM interns
All items in the Enabling Technologies Near-Term Action Plan address technology needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.
Establish reference architecture and specifications for the SM Platform
Provide assets needed for enterprise data connection and contextualization
Establish solutions of both legacy and future operational technologies and information technologies (OT/IT) and address standards that are open and interoperable
Engineer secure framework for multi-vendor cyber-physical systems with interoperable hardware and software solutions
Establish a robust, accessible SM Marketplace of certified and composable applications, configurations, toolkits, data, and services for accelerated development and deployment
Lead the development of trusted technology, organization, and business cyber security practices that underpin SM
CESMII Roadmap: 2017–2018 20
To achieve the CESMII Strategic Objectives for SM Platform Infrastructure, the Institute must focus on the following R&D areas:
Establish an open, evolutionary process of defining and building SM Platform function and service based on authentic use cases, test beds, and industry-driven agreement
Integrate reference architectures for SM Platform hardware and software components and applications, system configurations, and system infrastructure parameters to facilitate plug-and-play cyber-physical system use across companies and industries, as well as accommodate new technologies as they become available
Analyze requirements for integration of SM OT/IT with legacy system components
Establish workflow-based standards, architectures, and toolkits to ensure the interoperability of components from a variety of vendors and the scalability of SM cyber-physical systems in diverse operations and industries
Develop core data models, configurations, and methodologies to establish data security capabilities, data management protocols, and best practices for ensuring the secure exchange and consistent reporting of data across the manufacturing enterprise (on-premise, off-premise, edge, cloud)
CESMII Roadmap: 2017–2018 21
Review the current state of the SM Platform and identify key start-up requirements
Com
pone
nts,
Arc
hite
ctur
e,
& C
yber
Sec
urity
SM Platform Infrastructure
Finalize SM Platform core components, architecture, and security (i.e., connectivity, workflow, and data)
Demonstrate SM Platform OT/IT core software functionality with example use cases
Support hosting of application projects and project-driven partner software applications
Develop a certification model for solution providers to the SM Marketplace
Mem
ber S
uppo
rt
Initiate and report out quarterly on data modeling activities and R&D
Develop workflow roadmap and pilot possible solutions
Form SM OT/IT system methodology and data modeling working group
Determine R&D vs off-the-shelf components needed for core Platform elements and Marketplace products
Coordinate with domain consultants (VP Solutions, RMCs) to demonstrate the value of the SM Platform
Develop data modeling roadmap and pilot possible options
Establish Marketplace with starter applications and domain examples for RMC/member training
Pilot Marketplace product certification
process
Demonstrate the power of the SM Platform to prospective members by developing case studies of past success
stories and potential benefits
Determine capability needs and showcase identified projects
Populate Marketplace with required showcase project software applications
Develop SM Platform user support model
Support system-of-systems security R&D(including Internet of Things [IoT]) activity
Update and disseminate SM Platform architecture document quarterly
Demonstrate SM Platform multi-cloud hosting capability
2017 2018
All items in the SM Platform Infrastructure Near-Term Action Plan address platform needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.
Achieve widespread understanding of SM practices, key SM technologies and methodologies, and SM Platform infrastructure
Advance the skills of business leaders, operators, technologists, and engineering staff through modern learning and development methods
Build a future workforce with new SM skill sets and expertise by integrating new curriculum areas into existing education programs
Establish an accessible network or knowledge base of SM resources and best practices to advance SM skill sets, understanding, and expertise
Build continuously evolving workforce programs that are paced with changing business, technology, and organization practices
CESMII Roadmap: 2017–2018 23
Assess currently available resources
SM P
latf
orm
Tra
inin
gWorkforce Development
Tech
nolo
gy &
M
arke
tpla
ce
Trai
ning
Trai
ning
Del
iver
y
Assess the knowledge and skills that CESMII members need to facilitate
integration of SM technologies, including sensors, controls, and
modeling and analytics tools
Assess all gaps with current workforce expertise
Connect test bed development with training
Develop centralized SM training repository
Restart Outreach Standing
Committee
Appoint a national
training team across the
RMCs
Define requirements for worker certification
Develop generalized curricula for SM methodologies, including for sensors, controls, and modeling and analytics
tools to support test bed development
Hold training workshops in each
RMC
Assess and revise initial Platform training curricula for general consumption by CESMII members
Complete SM Platform curriculum development for initial training to
support showcase projects
Conduct initial training
at RMCs to support
showcase projects
Develop communication
about workforce and
automation
Conduct simple,
generalized membership
training
Work with Platform team to make training modifications in response to Platform development
Work with technology teams to make training modifications in response to technology
development, knowledge growth, and integration of new technology in the SM Marketplace
Establish train-the-trainer program via RMCs
Update training based on an assessment of SM training
requirements and availability of SM technologies
Assess training impact and gaps and make improvements
Launch segmented training
Establish training modules segmented by K-12, community colleges, universities, and the existing
workforce
Segment training
requirements across K-12, community
colleges, universities,
and the existing workforce
Establish network /
community of practice to
support the SM community
Develop internship and co-op programs, and select initial interns
2017 2018
All items in the Workforce Development Near-Term Action Plan address workforce needs. Color coding signifies the need for coordination and integration with other Roadmap strategies.
Document needs for initial SM training for
RMCs
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