From lankford@lankford.ps.uci.edu Thu Dec 14 13:19 PST 1995
Date: Thu, 14 Dec 95 12:57:19 -0800
From: lankford@lankford.ps.uci.edu (Andrew J. Lankford)
To: babar_elex_lead@lankford.ps.uci.edu, babar_elex_colead@lankford.ps.uci.edu,
        babar_elex_engr@lankford.ps.uci.edu,
        babar_elex_coengr@lankford.ps.uci.edu
Subject: Materials for BaBar Elex Reviews
Cc: LUTH@slac.stanford.edu
Content-Type: text
Content-Length: 8657

                                                     14 December 1995

                         (Near-final draft)

                          REVIEW MATERIALS
       Required for BABAR Electronics PDRR+CDR and PDR Reviews


This note lists and briefly explains the materials which are required  
for Preliminary Design Requirements and Conceptual Design Reviews  
(PDRR+CDR) and Preliminary Design Reviews (PDR) of BABAR electronics  
subsystems.


List of materials for PDRR+CDR:
-------------------------------
   Requirements Document
   Block Diagrams
   System Description
   Preliminary Interface Specifications Document
   Preliminary Grounding and Shielding Plan
   Deliverables List
   also:
      Cost Estimate
      Schedule


List of materials for PDR:
--------------------------
   Block Diagrams
   System Description
   Interface Specifications Document
   Grounding and Shielding Plan
   Deliverables List
   Preliminary Test Plan
   also:
      Requirements Document
      Cost Estimate
      Schedule


SHORT DESCRIPTION OF MATERIALS FOR PDRR+CDR:
--------------------------------------------

REQUIREMENTS DOCUMENT:
     The Requirements Document is a text document which clearly states  
the requirements of the subsystem.  The list of requirements should  
include requirements which derive from BABAR physics and from the  
performance requirements of detector systems, including requirements  
for calibration, monitoring, high voltage or bias voltage, power  
dissipation, and mechanical constraints.  The list of requirements  
should also include interface requirements with detector systems and  
other electronics subsystems.  It may also include functional  
requirements upon the system which have been adopted in order to  
facilitate subsystem design or definition.  Requirements should  
guarantee physics goals but should not be so stringent as to demand  
undue cost, schedule, or technical risk.
     Each requirement listed should be supported by (1) a brief  
justification and (2) a statement of status, which explains the  
stability or flexibility allowed for the requirement.  A brief  
explanation of the requirement should be provided where needed for  
clarity.
     The list of requirements should be complete.  Where a requirement  
is not yet fully defined, the requirement should still be included in  
the document and its status should be noted as requiring further  
definition.
     Following successful completion of the PDRR, changes to the  
Requirements Document will be controlled.

BLOCK DIAGRAMS (for CDR):
     For the CDR, a hierarchal set of block diagrams is required.  This  
set should start with a system overview, including interfaces to  
detector systems and to other electronics subsystems.  The hierarchy  
should descend to the level of principal components (at the level of  
boards and ASICs).  Where appropriate, for instance for ASICs and  
critical boards, the hierarchy should descend one more level to the  
principal blocks of each critical component.  The hierarchy should not  
descend to a more detailed level, and schematics should not be  
included.
     The set of block diagrams should be self-consistent.  Signals and  
interfaces between blocks should be identified.
     Following successful completion of the CDR, changes to block  
diagrams included in this set will be controlled.

SYSTEM DESCRIPTION:
     For the CDR, a written System Description is highly desirable.  At  
minimum, a system description in the form of an explanation of each  
block diagram is required.  A description at least at the level of the  
1995 BABAR TDR is suggested.

PRELIMINARY INTERFACE SPECIFICATIONS DOCUMENT:
     For the CDR, a Preliminary Interface Specifications Document is  
highly desirable.  At minimum, the set of block diagrams should provide  
a complete list of the interfaces with detector systems, with other  
electronics systems, and between components.  A separate document which  
will be the basis of the Interface Specifications Document required for  
the PDR is strongly suggested.  Definition of signal levels,  
impedances, etc. are not required for the CDR.

PRELIMINARY GROUNDING AND SHIELDING PLAN:
     For the CDR, a presentation of a Preliminary Grounding and  
Shielding Plan is required.  The grounding plan should be documented by  
a block diagram.  The Preliminary Grounding and Shielding Plan can be  
covered by the Preliminary Interface Specifications Document and/or the  
System Description or in a separate document.

DELIVERABLES LIST:
     A Deliverables List should define the complete set of deliverable  
components, including the number required of each (including spares).   
The System Description and Block Diagrams provides a description of the  
deliverables.

COST ESTIMATE:
     The Cost Estimate will normally be the standard BABAR WBS;  
however, if changes are required to the WBS then these should be  
documented.

SCHEDULE:
     The Schedule will normally be the standard BABAR PMCS schedule;  
however, if changes are required then these should be documented.


SHORT DESCRIPTION OF MATERIALS FOR PDR:
---------------------------------------

BLOCK DIAGRAMS:
     For the PDR, the hierarchy of Block Diagrams provided for the CDR  
should be continued to the level of schematics.  The set of block  
diagrams should be complete and self-consistent.
     Following successful completion of the PDR, changes to Block  
Diagrams will be controlled.

SYSTEM DESCRIPTION:
     For the PDR, a written System Description in required.  This  
description should be adequate to provide an understanding of the  
system at the most detailed block diagram level.
     Following successful completion of the PDR, changes to the System  
Description will be controlled.

INTERFACE SPECIFICATIONS DOCUMENT:
     For the PDR, an Interface Specifications Document (or a complete  
set of component specifications documents) specifying the interfaces to  
detector systems, to other electronics subsystems, and between  
components is required.  The Interface Specifications Document should  
fully specify all interfaces.
     Following successful completion of the PDR, changes to the  
Interface Specifications Document will be controlled.

GROUNDING AND SHIELDING PLAN:
     For the PDR, the Grounding and Shielding Plan is required.  The  
grounding plan should be documented by a block diagram.  The Grounding  
and Shielding Plan may be covered by the Interface Specifications  
Document and/or the System Description or in a separate document.

DELIVERABLE LIST:
     For the PDR, a Deliverables List which defines the complete set of  
deliverable components, including the number required of each  
(including spares), is required.  The System Description and Block  
Diagrams provides a description of the deliverables.

PRELIMINARY TEST PLAN:
     A description of the test procedures to be used to evaluate  
performance of prototype and preproduction models of components and of  
the subsystem is required.  The defined procedures should be adequate  
to assure subsystem performance which meets the defined subsystem  
requirements.

REQUIREMENTS DOCUMENT
COST ESTIMATE
SCHEDULE
     These items are the same as for the PDRR+CDR; however, changes  
required since the PDRR+CDR should be documented.


Notes on Change Control:
------------------------
     Change control procedures are intended to allow changes to designs  
to be made in a coherent and successful manner.  It is not their  
purpose to eliminate design changes.
     The basic principle of change control is that changes to documents  
and designs which are controlled must be agreed to (i.e. approved) by  
the parties affected, and coordinated (i.e. approved) by the  
responsible leader.  For instance, changes to the interface between two  
major components of an electronics subsystem must be approved by the  
designers of both components and by the subsystem leader and system  
engineer.  Changes to the system block diagram must be approved by the  
affected designers, by the subsystem leader and system engineer, and by  
the System Manager and Chief Electronics Engineer.  Changes to overall  
scope of a major subsystem must be approved by the subsystem leader and  
system engineer, by the System Manager and Chief Electronics Engineer,  
and by the Technical Coordinator.  Changes to the subsystem  
requirements must be approved by the affected detector system System  
Manager in addition to the people as above. BABAR change control  
procedures also apply in certain cases, mostly cases involving changes  
to cost or to schedule.


