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Systems Engineering Course Research Methods; all slides by Gerrit Muller University of South-Eastern Norway-NISE Abstract This course teaches research methods for systems engineering and related disciplines, such as industrial economy, engineering management, innovation, and technology management. This field of research needs research methods combining the traditional scientific methods ("hard") and methods from social sciences ("soft"). The course prepares students for their master thesis. Distribution This article or presentation is written as part of the Gaudí project. The Gaudí project philosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by an open creation process. This document is published as intermediate or nearly mature version to get feedback. Further distribution is allowed as long as the document remains complete and unchanged. October 26, 2021 status: draft version: 0.8 symptoms alternative solutions problem goal solution rationale research questions
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Page 1: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods; all slidesby Gerrit Muller

University of South-Eastern Norway-NISE

Abstract

This course teaches research methods for systems engineering and relateddisciplines, such as industrial economy, engineering management, innovation,and technology management. This field of research needs research methodscombining the traditional scientific methods ("hard") and methods from socialsciences ("soft").The course prepares students for their master thesis.

Distribution

This article or presentation is written as part of the Gaudíproject. The Gaudí project philosophy is to improveby obtaining frequent feedback. Frequent feedback ispursued by an open creation process. This documentis published as intermediate or nearly mature version toget feedback. Further distribution is allowed as long asthe document remains complete and unchanged.

October 26, 2021status: draftversion: 0.8

symptoms

alternative

solutions

problem goal

solution

rationale

research questions

Page 2: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods;Information

by Gerrit Muller University of South-Eastern Norway-NISEe-mail: [email protected]

www.gaudisite.nl

Abstract

This module provides information about the course, such as the schedule.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0

logoTBD

Page 3: Systems Engineering Course Research Methods; all slides

Colophon

This course is a joint development of

Kristin Falk

Satya Kokkula

Elisabet Syverud

and Gerrit Muller

Systems Engineering Course Research Methods; Information3 Gerrit Muller

version: 0October 26, 2021

SECRMFcolophon

Page 4: Systems Engineering Course Research Methods; all slides

Research Methods Course Pre-assignment

· Determine a topic for the master project

· Position the topic in its context (e.g. in your company, in

ongoing projects)

· Discuss the topic with its stakeholders

· Try to formulate the line of reasoning:

· problem, goal, envisioned solution, rationale, open research

questions

Systems Engineering Course Research Methods; Information4 Gerrit Muller

version: 0October 26, 2021

SECRMFpreAssignment

Page 5: Systems Engineering Course Research Methods; all slides

Course Schedule

problem exploration

specific initial problem

statement

line-of-reasoning

practical search techniques

search applicable literature

reflection and discussionreflection and discussion

research design

how, what to look for

data collection, analysis

reflection and discussion

homework

re-iterate research questions

how to answer them?

reflection and discussion

lunch lunch

day 1 day 2

re-iterate meta-levels

day 3

reflection and discussion

framing the problem,

prepare interviews

formulate initial research

questions

feasibility of study

refine search

lunch

initial research design

re-iterate research design

reflection and discussion

homework

9:00

10:00

11:00

12:00

13:00

14:00

15:00

16:00

reflection and discussionstatistics

data validity, bias

lunch

academic writing, book plan

5 step framework, meta

levelsliterature why, what, how

day 4 day 5

research questions

break

break

break

break

break

library resources

· initial interview and/or survey

· initial problem analysis

· literature survey Body of Knowledge

· search secondary data sources

· read Research Methods paper

· elaborate research design

30%

60%

10%

homework

break

Analysis of Survey data

ethics, plagiarism, privacy,

confidentiality, regulations

break

break

break

break

discuss validity of the data

analysis

reflection and discussion

make initial project

execution plan (PERT)

homework

break

break

project execution and

planning

50%

15%

30%

· continue literature survey

· write critic of 2..3 papers

· identify challenges and risks in

problem definition

· make research design more concrete

· make book plan for the course paper 5%

write an initial abstract

what is a good paper?

reflection and discussion

discussion, what is the flow

in the paper?

lunch

master project supervision

and assessment

break

annotate the book plan with

content and scope keywords

reflection and discussion

make a research design

diagram

homework

break

break

practicalities, e.g.

visualizations, citations

· write a course paper, ca 15 pages

· line of reasoning

· literature survey

· research design

· execution plan

· book plan of final paper

Relate Data and RQs

research methods

Statistical Analysis

Systems Engineering Course Research Methods; Information5 Gerrit Muller

version: 0October 26, 2021

SECRMFschedule

Page 6: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods;Framework

by Gerrit Muller University of South-Eastern Norway-NISEe-mail: [email protected]

www.gaudisite.nl

Abstract

This module shows a framework for shaping and executing applied research, andoffers guidelines for the various steps.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0.2

meta1

enabling:

systems engineering

methods

meta0

bottom line:

system-of-interest

meta2

academic:

research of methods

caseSE body of

Knowledge

industrial

goalmeans

academic

goaltest field

academic

means

Page 7: Systems Engineering Course Research Methods; all slides

Colophon

This course is a joint development of

Kristin Falk

Satya Kokkula

Elisabet Syverud

and Gerrit Muller

Systems Engineering Course Research Methods; Framework7 Gerrit Muller

version: 0.2October 26, 2021

SECRMFcolophon

Page 8: Systems Engineering Course Research Methods; all slides

Applied Research Framework

shape line-of-reasoning

explore literature

determine the research design

execute the research project

consolidate and conclude

problem-goal-solution-rationale

research questions

search, select, read, and use literature

define state-of-the-art

what research method, how to collect

and analyse the data, consider validity

continuously keeping notes

language and style, structure, academic

mores, how to discuss and conclude

ite

rate

!

Systems Engineering Course Research Methods; Framework8 Gerrit Muller

version: 0.2October 26, 2021

SECRMFframework

Page 9: Systems Engineering Course Research Methods; all slides

Line of Reasoning

symptoms

alternative

solutions

problem goal

solution

rationale

research questions

Systems Engineering Course Research Methods; Framework9 Gerrit Muller

version: 0.2October 26, 2021

SECRMFlineOfReasoning

Page 10: Systems Engineering Course Research Methods; all slides

Multiple Levels of Academic Abstraction

meta1

enabling:

systems engineering

methods

meta0

bottom line:

system-of-interest

meta2

academic:

research of methods

caseSE body of

Knowledge

work over system

missile

production line

turbine package

control system

tie-in system

stakeholders and concerns

ConOps

operational needs

need statement

needs into requirements

SMART requirements

concept selection

partitioning and interfaces

documenting the architecture

knowledge management

conceptual modeling

budget based design

integration and verification plan

design of qualification program

measuring

experimenting

modeling

surveys

interviews

refering to literature

argumenting

Systems Engineering Course Research Methods; Framework10 Gerrit Muller

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MPWAmeta

Page 11: Systems Engineering Course Research Methods; all slides

Industrial versus Academic Perspective

meta1

enabling:

systems engineering

methods

meta0

bottom line:

system-of-interest

meta2

academic:

research of methods

caseSE body of

Knowledge

industrial

goalmeans

academic

goaltest field

academic

means

Systems Engineering Course Research Methods; Framework11 Gerrit Muller

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SECRMFmetaLevels

Page 12: Systems Engineering Course Research Methods; all slides

Research Context

system of

interest

methods

and

techniques to developprocess

supported by

people

applying

stake-

holders

delivered to

artifactsproduce

describe

concepts patterns

uses

concerns

objectives

have

Systems Engineering Course Research Methods; Framework12 Gerrit Muller

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SERMcontext

Page 13: Systems Engineering Course Research Methods; all slides

Some Terminology

Formalisms languages/syntax: for example, differential

equations, timed or hybrid automata, finite state machines, et

cetera

Models instantations of formalisms to understand, explore,

optimize or verify specification or design

Techniques to get the required information from models:

e.g. performance

Methods to provide guidelines how to use formalisms,

create models, use techniques and apply tools

Tools to support efficient application of formalisms,

techniques and methods

Systems Engineering Course Research Methods; Framework13 Gerrit Muller

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MDRAfmtmt

Page 14: Systems Engineering Course Research Methods; all slides

Case for Group Work

What is the actual Study Load of the courses in the program?

Courses of 7.5 ECTS should have a study load of 200 hours

for nominal students.

If the study load is too little, then the study may fail audits

If the study load is too high, then we overload students

Systems Engineering Course Research Methods; Framework14 Gerrit Muller

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SECRMgroupCase

Page 15: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods; ProblemExploration

by Gerrit Muller University of South-Eastern Norway-NISEe-mail: [email protected]

www.gaudisite.nl

Abstract

Problem exploration requires first of all an exploration of the current situation. Nextstep is identifying weaknesses and issues in the current situation. Judgement ofthe severity of the consequences of the various weaknesses helps to get to theproblem statement.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0

logoTBD

Page 16: Systems Engineering Course Research Methods; all slides

Colophon

This course is a joint development of

Kristin Falk

Satya Kokkula

Elisabet Syverud

and Gerrit Muller

Systems Engineering Course Research Methods; Problem Exploration16 Gerrit Muller

version: 0October 26, 2021

SECRMFcolophon

Page 17: Systems Engineering Course Research Methods; all slides

Problem Exploration Approach

visualize current situation

identify weaknesses and issues

determine consequences

and their severity

formulate problem statement

go out, refine and improve,

and validate

stakeholders, roles, concerns,

artifacts, workflow

explicit and quantified

ite

rate

!

specific and to-the-point

Systems Engineering Course Research Methods; Problem Exploration17 Gerrit Muller

version: 0October 26, 2021SECRMPEsteps

Page 18: Systems Engineering Course Research Methods; all slides

Literature why, what, how, and Practicalities

See presentation K.Falk https://gaudisite.nl/SECRM_Falk_

LiteratureWhyWhatHowAndPracticalities.pdf

Systems Engineering Course Research Methods; Problem Exploration18 Gerrit Muller

version: 0October 26, 2021

Page 19: Systems Engineering Course Research Methods; all slides

Research in Systems Architectingby Gerrit Muller University of South-Eastern Norway-NISE

e-mail: [email protected]

Abstract

Researching architecting methods is a very abstract activity at a large distancefrom actual product creation. The relation between product creation, architecting,architecting methods and architecting methods research is shown.The technology management cycle model is explained and mapped on productcreation and research. This model is used as the basis to describe an “ideal”research method that is used to study architecting methods.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: finishedversion: 2.0

Applicationof technology

Consolidationof know how

Explorationof new ideas

archi-

tecting

method

meta0

bottom line:

product

creation

meta1

enabling:

architecting

method

meta2

pro-active:

research of

architecting

method

meta3

scientific foundation:

method to research

architecting methods

architecting

method research

research

method

Page 20: Systems Engineering Course Research Methods; all slides

Context of Architecting Method Research

methodmethodsystem

system context

users

customers

designers

manufacturer

suppliers

managers

architect

architectingarchitecting

thought

processes

methodresearch

report

method research

legend

specific

tangible

ill defined

intangible

Research in Systems Architecting20 Gerrit Muller

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ARMcontext

Page 21: Systems Engineering Course Research Methods; all slides

Technology Management Cycle

Applicationof technology

Consolidationof know how

Explorationof new ideas

Literature search

Creative option generation

Try out

Industry as laboratory

Reflection

Write articles

Create courses

Research in Systems Architecting21 Gerrit Muller

version: 2.0October 26, 2021

ARMtechnologyManagementCycle

Page 22: Systems Engineering Course Research Methods; all slides

Spectrum of sciences

hard soft

mathematics physics medicine human

sciences

prove prediction statistics descriptive

reasoning

charlatan

handwaving

architecting methods

example: security

crypto biometric identification human

factor

certainty confidence evidence

based

plausible convincing

no science

soft science

hard science

legend

Research in Systems Architecting22 Gerrit Muller

version: 2.0October 26, 2021

MSarchitectureAndScience

Page 23: Systems Engineering Course Research Methods; all slides

Soft problems can be approached with a scientific attitude

make explicit

substantiate

try to validate

research question

hypothesis

heuristics

principles

facts

analysis

evaluate

open debate

body of knowledge

cases

soft is not in conflict with scientific attitude

Research in Systems Architecting23 Gerrit Muller

version: 2.0October 26, 2021

RORMscientificAttitude

Page 24: Systems Engineering Course Research Methods; all slides

Systematic Know-how to cope with Growing Complexity

creative

systematic

repeated

creative

systematic

creative

systematic

more

performance

and functionality

causes more

complexity

and requires

more effort

active work on

systematic methods

reduces effort and

the need for a lot of

creative effort

systematic methods

new creative

year X year X+4 year X+4

Research in Systems Architecting24 Gerrit Muller

version: 2.0October 26, 2021

RORMimpact

Page 25: Systems Engineering Course Research Methods; all slides

Research of Architecting Methods

hypothesis

with criteria

research question

apply and validate

case

descriptions

evaluation

of results

Research in Systems Architecting25 Gerrit Muller

version: 2.0October 26, 2021

ARMevaluationSimple

Page 26: Systems Engineering Course Research Methods; all slides

Moving in the meta direction

Applicationof technology

Consolidationof know how

Explorationof new ideas

archi-

tecting

method

meta0

bottom line:

product

creation

meta1

enabling:

architecting

method

meta2

pro-active:

research of

architecting

method

meta3

scientific foundation:

method to research

architecting methods

architecting

method research

research

method

Research in Systems Architecting26 Gerrit Muller

version: 2.0October 26, 2021

ARMmeta

Page 27: Systems Engineering Course Research Methods; all slides

Other sources of case data

large

industrial

project

>100 man

architecting

research by

analysis

large

industrial project

>100 man

course setting

small research

project

<10 man

method triallarge industrial

project

>100 man

method trial

active

architecting

research

industry as

laboratory

active

architecting

research

trial in research

environment

large

industrial

projects

>100 man

method trial

architecting

research

feedback

feedback from

courses

workshop setting

method as

framework

architecting

research

feedback

feedback from

workshop

method

retrospective

analysis

Research in Systems Architecting27 Gerrit Muller

version: 2.0October 26, 2021

ARMpractice

Page 28: Systems Engineering Course Research Methods; all slides

Systems Engineering Research Methodsby Gerrit Muller University of South-Eastern Norway-NISE

e-mail: [email protected]

Abstract

Research in System Engineering research inherently addresses a mix of techno-logical issues in relation to business, process, organization, and people aspects.We show an inventory of research methods for research done in the “field”, e.g.in industry or similar organization.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: preliminarydraftversion: 0.2

4 31. The A3 reports helped in

finding requirements.1

strongly

agree

5

agree

4

neutral

3

disagree

2

strongly

disagree

1

not

applicable

legend

2

How to assess the outcome? What is "good"?

Mean > 3, e.g. better than neutral?

Mode or median?

Net Promotor Score=

(#promotors - #complainers)=

(#strongly agree - (#neutral+#disgaree+#strongly

disagree) > 0

4

3

1

2

1 2 543

mean = 3.9

mean, median, and mode are not very differentiating

median = 4, mode = 5

NPS = +1

Page 29: Systems Engineering Course Research Methods; all slides

Action Research or Industry-as-Laboratory

research

industry

apply newengineering

methodshypothesis

evaluateobserveresults

improve

challenging

problems

application

playground

source of

inspiration

Systems Engineering Research Methods29 Gerrit Muller

version: 0.2October 26, 2021

IALAindustryAsLaboratory

Page 30: Systems Engineering Course Research Methods; all slides

Systems Engineer vs Researchers

systems engineer

elicit needs, specify,

design, analyze,

integrate, test

explain, educate, sell

researcher

observe, experiment,

argue, evaluate,

write

question everything,

proof opposite

normal work

attitude

Systems Engineering Research Methods30 Gerrit Muller

version: 0.2October 26, 2021SERMresearcher

Page 31: Systems Engineering Course Research Methods; all slides

Logical Order of Research

research

industrial

problem

research

questions

quantified

propositions

hypothesis

industrial

goal

criteria

options to be

researched

Systems Engineering Research Methods31 Gerrit Muller

version: 0.2October 26, 2021

MDRAfromProblemToValidatedResearch

Page 32: Systems Engineering Course Research Methods; all slides

Simplified Order for Master Project

research

industrial

problem

claim

observables

evaluation

industrial

goal

SE body of

Knowledge

Systems Engineering Research Methods32 Gerrit Muller

version: 0.2October 26, 2021

SERMfromProblemToEvaluation

Page 33: Systems Engineering Course Research Methods; all slides

Step 1: Formulate Claim

Claim: What benefits will your proposed improvements bring?

"Application of requirements traceability matrix

will reduce changes after the definition phase significantly"

20% or 80%

would be better

Be specific (what, who, when, how much, ...)

Does the claim address the original problem?

Is the claim realistic?

Do the benefits justify the research effort?

Do the benefits relate to the right driver? better predictability of delivery

earlier delivery

better quality of delivery

less cost or effort

Systems Engineering Research Methods33 Gerrit Muller

version: 0.2October 26, 2021

SERMclaim

Page 34: Systems Engineering Course Research Methods; all slides

Step 2: Identify Observables

Observables: What observations or measurements will provide evidence for

your claim?

number of changes after definition phase in past projects without method

number of changes after definition phase in current project with method

Be specific (what, who, when, how much, ...)

Do the observations relate to the claim?

Can the observations be made during the research period?

How accurate and objective are the observations?

Observe/measure the initial state before changing "zero measurement"

Systems Engineering Research Methods34 Gerrit Muller

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SERMobservables

Page 35: Systems Engineering Course Research Methods; all slides

What to Research; Observe Context

system of

interest

methods

and

techniques to developprocess

supported by

people

applying

stake-

holders

delivered to

artifactsproduce

describe

concepts patterns

uses

concerns

objectives

have

Systems Engineering Research Methods35 Gerrit Muller

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SERMcontext

Page 36: Systems Engineering Course Research Methods; all slides

Spectra of Research Methods

artifacts that researcher can produce

extracting data from other people

how the researcher collects data

log observations

free format standardized format

. standardized data

. formalized definition

+ supports

analysis

comparison

aggregation

- might

restrict inputs

affect observation

. free representation

. no formal definition

+ supports

discovery

exploration

- difficult for

analysis

comparison

aggregation

Likert scale surveyopen interview structured reportsprepared interview open question survey

observation template structured data collection

sketch formal modelblock diagramspread sheet

Systems Engineering Research Methods36 Gerrit Muller

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SERMresearchSpectrum

Page 37: Systems Engineering Course Research Methods; all slides

Research Logbook

Word or PowerPoint file

take notes continuously!

date/time

what

how

why

when

where

who

references, e.g. URLs; make electronic copy of any relevant material

all "raw" data, e.g. submitted questionnaires

all intermediate data, e.g. spread sheets with version numbers and dates

Systems Engineering Research Methods37 Gerrit Muller

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SERMlogbook

Page 38: Systems Engineering Course Research Methods; all slides

Example Observation Template

Session attributes – date (year/month/day) Communicate information/status

Sell a idea/concept

Brainstorming/generate ideas

Decision making

Solve/discuss problem(s)/issue(s)

Planning

KPI/Performance/Action log

Team building/training

Kind of session:

Presentation

Defined meeting room

Colleague own office

Physical location of session:

In the factory – “on the shop floor”

Planned Planned session or not:

Unplanned

A3 purpose:

A3 name/link:

A3 usage/iteration number:

A3 usage time with

stakeholders:

Number of participants:

Did everyone understand the

A3:

Did it answer some of the

stakeholders questions:

Create any new

questions/concerns:

Models changed/added:

Stakeholder participation:

Prefer A3 instead of A4:

Observations/recordings:

from Master Project by Espen Polanscak

Systems Engineering Research Methods38 Gerrit Muller

version: 0.2October 26, 2021

SERMobservationTemplate

Page 39: Systems Engineering Course Research Methods; all slides

Survey with Likert Scale

4 31. The A3 reports helped in

finding requirements.1

strongly

agreeagree neutral disagree

strongly

disagree

not

applicable

legend

2

1. The A3 reports helped in

finding requirements.

Questionnaire strongly

agreeagree

strongly

disagreedisagreeneutral

not

applicable

Presentation data

Systems Engineering Research Methods39 Gerrit Muller

version: 0.2October 26, 2021

SERMsurveyLikertScale

Page 40: Systems Engineering Course Research Methods; all slides

Evaluation of Surveys

4 31. The A3 reports helped in

finding requirements.1

strongly

agree

5

agree

4

neutral

3

disagree

2

strongly

disagree

1

not

applicable

legend

2

How to assess the outcome? What is "good"?

Mean > 3, e.g. better than neutral?

Mode or median?

Net Promotor Score=

(#promotors - #complainers)=

(#strongly agree - (#neutral+#disgaree+#strongly

disagree) > 0

4

3

1

2

1 2 543

mean = 3.9

mean, median, and mode are not very differentiating

median = 4, mode = 5

NPS = +1

Systems Engineering Research Methods40 Gerrit Muller

version: 0.2October 26, 2021

SERMsurveyLikertScaleEvaluation

Page 41: Systems Engineering Course Research Methods; all slides

ReferencesAction research:

http://cadres.pepperdine.edu/ccar/define.html

O'Brien, R. 1998. An Overview of the Methodological Approach of Action Research. University of Toronto http://

www.web.ca/robrien/papers/arfinal.html#_edn2

Hilary Bradbury Huang, 2010. What is good action research?: Why the resurgent interest? Action Research

2010; 8; 93

Industry-as-Laboratory:

Colin Potts. Software-engineering research revisited. IEEE Software, Vol. 10, No. 5:19–28, September/October

1993.

Gerrit Muller and W. P. Maurice Heemels, Five Years of Multi-Disciplinary Academic and Industrial Research:

Lessons Learned; CSER 2007 in Hoboken NJ

Case Study research:

Robert K. Yin, Case Study Research Design and Methods. Sage Publications Inc, 5th edition, May 2013

Likert Scale:

Jamieson, Susan. (2004). Likert scales: how to (ab)use them. Medical Education. http://xa.yimg.com/kq/groups/

18751725/128169439/name/1LikertScales.pdf

Net Promotor Score:

Frederich Reichheld The One Number You Need to Grow, Harvard Business Review 2003, http://hbr.org/2003/

12/the-one-number-you-need-to-grow/ar/1

Keiningham, T, L. Aksoy, L. Cooil, B. Andreassen, T, W. (2008). Net Promoter, Recommendations, and Business

Performance: A Clarification on Morgan and Rego. Marketing Science.Vol.27, No. 3, May-June 2008, pp. 531-

532. http://www2.owen.vanderbilt.edu/bruce.cooil/Documents/Publications/2008--Marketing%20Science.pdf

Tools and support see: https://min.usn.no/student/tjenester-for-studenter/it-tjenester/

Systems Engineering Research Methods41 Gerrit Muller

version: 0.2October 26, 2021SERMreferences

Page 42: Systems Engineering Course Research Methods; all slides

How to Research Methodologiesby Gerrit Muller University of South-Eastern Norway]

e-mail: [email protected]

Abstract

This presentation explains how methodology research needs a context analysis.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0.1

Workflow

· at micro level, e.g. modify component

· at meso level, e.g. add feature

Stakeholder analysis

· stakeholders

· concerns, interests

· roles, tasks

Information model

· artifacts and their relations

Context

· related systems, e.g. Source Code

Management, Change Management,

Build environment, Test Machines,

PLM, ERP

Page 43: Systems Engineering Course Research Methods; all slides

Research Approach

Determine as-is situation

Determine characteristics and weaknesses

Determine to-be situation

in context

end-to-end

in context

Determine objectives

end-to-end

Build and validateend-to-end

in context

How to Research Methodologies43 Gerrit Muller

version: 0.1October 26, 2021

HRMresearchApproach

Page 44: Systems Engineering Course Research Methods; all slides

Methodology Context

Workflow

· at micro level, e.g. modify component

· at meso level, e.g. add feature

Stakeholder analysis

· stakeholders

· concerns, interests

· roles, tasks

Information model

· artifacts and their relations

Context

· related systems, e.g. Source Code

Management, Change Management,

Build environment, Test Machines,

PLM, ERP

How to Research Methodologies44 Gerrit Muller

version: 0.1October 26, 2021

HRMcontext

Page 45: Systems Engineering Course Research Methods; all slides

What should the Methodology bring?

Methodology objectives

· Time to result

· Effort

· Quality of the result

· Constraints on resources, e .g. competence

· Compatibility with existing methods, processes, tools, …

· ...

How to Research Methodologies45 Gerrit Muller

version: 0.1October 26, 2021

HRMobjectives

Page 46: Systems Engineering Course Research Methods; all slides

Context Assignment

Make the following steps for the as-is situation as far as time allows

· Sketch the workflow at micro level in 10..20 steps

· Sketch the workflow at meso level in 10..20 steps

· List stakeholders

· List the 3..5 concerns for each stakeholder

· Indicate what stakeholder performs what step of the workflow

· List the incoming and outgoing artifacts for each step of the workflow

· Make an information model of the artifacts

· Identify the main characteristics per step, e.g. effort, time, quality, …

· Quantify these characteristics

How to Research Methodologies46 Gerrit Muller

version: 0.1October 26, 2021

HRMcontextAssignment

Page 47: Systems Engineering Course Research Methods; all slides

Example Workflow Model Based Engineering

Engineering

departmentPerform high

level design

Perform

component

design

Develop 3D-

model

specificationGenerate 2D

drawing

Purchasing

department

Makes price

estimate

Purchasing

department

Approves order

of engineering

units

Recives 3D-

model and 2D

drawing

Recives price

estimate

Produces parts

Supplier

Supplier

Goods

reception

Engineering

Inspects

product quality

AssemblyAssembles the

product

Pefoms receiving

Inspection

Product is

shipped to

customer

Technical

discussions

between supplier

and KDA

Perform

quality

inspection

Store parts

Issue PO

Systems

department

Outlines

system

specification

Engineering

Quality

Assurance

New

Existing

Supplier

Ships parts

Choose supplier

Generate

project

execution plan

Perfoms

engineering

tests

Approves serie

production

sample

Supplier Produces parts

Generates

measurement

reports

Technical design

spesifications

uploaded to database

Production

method is

determined

Material is selected

Geometrical tolerances

are detemined

Purchasing

department

Sends 3D

model and 2D

drawing

Facilitates

supplier

competition

Engineering

department

Test release

Purchasing

department Quality

Assurance

Preliminary design

TDP

Rewiev

of 2D

drawing

Rewiev

of 3D

model

Performs formal

supplier audit

review

PDR

DVT/ev PVT

@ customer

CDR / Design

freezeFAI

Purchasing

department

Sandberg, M., Kokkula, S., and Muller, G., Transitioning from technical 2D drawings to 3D models: a case study at defense systems,

INCOSE 2019 in Orlando, FL, USA, https://gaudisite.nl/INCOSE2019_SandbergEtAl_MBE.pdf

How to Research Methodologies47 Gerrit Muller

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HRMexampleWorkflow

Page 48: Systems Engineering Course Research Methods; all slides

Line of Reasoning As-Is, To-Be

to-be

as-is

symptoms

alternative

solutions

problem goal

solution

rationale

research questions

How to Research Methodologies48 Gerrit Muller

version: 0.1October 26, 2021

HRMlineOfReasoning

Page 49: Systems Engineering Course Research Methods; all slides

Next Steps in the Context

Make the following steps for the as-is situation

· Sketch the workflow at macro level in 10..20 steps

· Identify ~5 Key Performance Indicators (KPIs)

· Measure current KPIs

Start shaping the to-be situation

· Explore solutions

· Repeat context assignment for to-be

· Repeat macro level steps (workflow and KPIs)

How to Research Methodologies49 Gerrit Muller

version: 0.1October 26, 2021

HRMcontextNextSteps

Page 50: Systems Engineering Course Research Methods; all slides

Systems Engineering Research; Examples of Flow andMethodology

by Gerrit Muller University of South-Eastern Norway-NISEe-mail: [email protected]

www.gaudisite.nl

Abstract

Research in System Engineering requires a mixture of research methods. It is achallenge to capture the various aspects in a logical flow. The research method-ology is also a significant challenge. This presentation shows examples of pastresearch of visualizing the paper flow and the research methodology.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: draftversion: 0.3

Abstract½ page

Introduction1 1/2 page

Method½ page

Problem½ page

Process review4 pages

Research results3 pages

Conclusion2 pages

Industry challenges

Process challenges

Economic challenges

SEBoK Processes

AkSo processes

Oil&Gas processes

Historic data and

interviews

My research

Variation order analysis

Honours research

Expert opinions

NOU 1999 - Investeringsutvalget

Norwegian budget statements

Media articles

ISO 13628-7

Barrese / Stevens material

SEBoK

AkSo PEM

Tender interview

Honour 2004

F&C interview

Note: in the final paper,

the Honour paper moved

to the beginning and

forms the frame for the

entire paper

Page 51: Systems Engineering Course Research Methods; all slides

Examples from Price Winning Paper

Eldar Tranøy won the Best Student Paper Award at

INCOSE 2014 in Las Vegas with the paper

“Reduction of Late Design Changes Through Early

Phase Need Analysis”

available at http://gaudisite.nl/

INCOSE2014_Tran%C3%B8y_Muller_ReductionOfLateDesignChanges.pdf

The following slides show some of the attempts of finding

the flow for this paper by Eldar Tranøy and the academic

supervisor.

SE Research; Examples of Flow and Methodology51 Gerrit Muller

version: 0.3October 26, 2021

SEREintroductionET

Page 52: Systems Engineering Course Research Methods; all slides

Meta Levels and Scopes by Supervisor

Vigdis

subsea

installation

AkSo’s

SE process

SubSea

Oil&gas SE

processes

SE BoK

generic SE

processes

Eric

Honour’s

research

Eldar’s

research

Meta0

system-of-

interest

Meta1

SE methods

Meta2

research

methodology

SubSea

Equipment

Supplier

SubSea Oil&gas

domain

Systems Engineering

Body of Knowledge

sco

pe

Meta (abstraction) level

SE Research; Examples of Flow and Methodology52 Gerrit Muller

version: 0.3October 26, 2021

SEREmetaLevelsET

Page 53: Systems Engineering Course Research Methods; all slides

Paper Flow Proposed by Supervisor

Vigdis Cost

Overruns

Analysis of

variation

orders

explanation

of AkSo’s

processes

analysis of

processes &

constraints

missing

customer

needs missing

needs

analysis

historic data

interviews

expert

interviews

and review

analysis of

SE effort

literature benchmark

process

allocation

proposal

SE Research; Examples of Flow and Methodology53 Gerrit Muller

version: 0.3October 26, 2021

SEREflowETbySupervisor

Page 54: Systems Engineering Course Research Methods; all slides

The Book Plan that Eldar Made at the Start

Abstract½ page

Introduction1 1/2 page

Method½ page

Problem½ page

Process review4 pages

Research results3 pages

Conclusion2 pages

Industry challenges

Process challenges

Economic challenges

SEBoK Processes

AkSo processes

Oil&Gas processes

Historic data and

interviews

My research

Variation order analysis

Honours research

Expert opinions

NOU 1999 - Investeringsutvalget

Norwegian budget statements

Media articles

ISO 13628-7

Barrese / Stevens material

SEBoK

AkSo PEM

Tender interview

Honour 2004

F&C interview

Note: in the final paper,

the Honour paper moved

to the beginning and

forms the frame for the

entire paper

SE Research; Examples of Flow and Methodology54 Gerrit Muller

version: 0.3October 26, 2021

SEREbookPlanET

Page 55: Systems Engineering Course Research Methods; all slides

Example Research Methodology

Linda Lønmo wrote the paper

“Concept Selection - Applying Pugh Matrices in the

Subsea Processing Domain”

for INCOSE 2014 in Las Vegas

available at http://gaudisite.nl/

INCOSE2014_Lonmo_Muller_ConceptSelection.pdf

The following slide shows the visualization of the research

methodology by Linda Lønmo.

SE Research; Examples of Flow and Methodology55 Gerrit Muller

version: 0.3October 26, 2021

SEREintroductionLL

Page 56: Systems Engineering Course Research Methods; all slides

Example Research Methodology by Linda

Time

Post-interviews

Questionnaire

Action research/industry-as-laboratory

Study A Study B Study C

Pre-interviews

Baseline

conversations

Literature search & review

Part of normal

project work

Legend:

Academic

domain

Interaction with

project teams

Observing

from: “Concept Selection - Applying Pugh Matrices in the Subsea Processing Domain” by Linda Lønmo

INCOSE 2014 in Las Vegas http://gaudisite.nl/INCOSE2014_Lonmo_Muller_ConceptSelection.pdf

SE Research; Examples of Flow and Methodology56 Gerrit Muller

version: 0.3October 26, 2021

SEREresearchMethodologyOverviewLL

Page 57: Systems Engineering Course Research Methods; all slides

Example Research Method

Anders Viken wrote the paper

“Creating and Applying A3 Architecture Overviews: A

Case Study in Software Development”

for INCOSE 2018 in Washington, DC, USA

available at http://gaudisite.nl/INCOSE2018_Viken_MullerA3.pdf

The following slide shows the visualization of the research

methodology by Anders Viken.

SE Research; Examples of Flow and Methodology57 Gerrit Muller

version: 0.3October 26, 2021

SEREintroductionAV

Page 58: Systems Engineering Course Research Methods; all slides

Example Research Method by Anders

A3 Store

Create A3sApply in session

Adjust A3s

ObserveConsolidate observations

Analyze observations

Adjust requirements

Ask

fo

r fe

edb

ack

Adjust software

Softwareneed or issue

Requirements generated

Documentation issues

ObservationTemplate

Survey

Analyzesurvey answers

Consolidate survey answers

Perform Survey

SE Research; Examples of Flow and Methodology58 Gerrit Muller

version: 0.3October 26, 2021

SEREresearchMethodAV

Page 59: Systems Engineering Course Research Methods; all slides

Example Book Plan that Else Dalby madeIndustry Evaluation of a SW Test Framework Implemented at Unit level Title + authors - ¼ page Abstract - ¼ page Introduction - 1 pageo Introduction to Companyo Problem statement -> testing is costly and time consumingo Introduction to method -> framework with automated testingo Introduction to the case -> JUnit test frameworko Short how the original problem will be solvedo Short how the method serves the goal

Current situation and problems - 2 pageo Explain deeper the reasons why the department is interested in framework + automated testing (1 page)o How testing of SW is done in the department today (1 page)

Research methodology - 1 ¼ pageo Action research o Industry-as-laboratoryo How I did my research => experiment + interviews + literatureo How reliable and objective are the results of my research?

Literature review - 1 pageo Automated testing framework domain – what has been done?

Main body - 6 pageso JUnit testing framework (1 ¼ page)

How and what to test with JUnit How and what to test with EasyMock extension

o Use of a test framework in the department (3 ¾ pages) How testing of SW in the department is performed in the experiment (3/4 page) Observations and findings (1 ½ page)

Summary of data collected in the experiment and during interviews Cost and effort (1 ½ page)

Analysis of data collected – Is the case "JUnit implementation" a success? Best practices, limitations, benefits, drawbacks. (How well is the problem solved?)

o Use of test frameworks in industry (1 pages) Results – Evaluation of the SE method based on analysis of the data collected from the case. (How well does the method fit and serve its goal?)

Conclusions - 1 ½ pageso Repeat: mention that the JUnit test framework can be recommended to the department with some restrictionso Repeat and summary from results how well the SE method fits and serves the goal of reducing cost and time of testingo Repeat and summary from results about limitations, benefits and drawbacks to the methodo Reflection (1/2 page)

Lessons learned Mention of how the research methodology worked out

Future research - 1/2 pageo Research to be done next is to find the error reduction rate with use of a test framework versus manual testingo Long term research was limited due to time constraints ,therefore it was hard to find data about how much money we can save with automated testing and how much resources the automated test frameworks will cost us to maintaino Experiment with implementation of JUnit in more than one unit was limited due to effort and time constraint

References - 1 page

case

system-of-interest

Body of Knowledge

systems engineering method

research method

legend

Else Dalby's Book plan of

her master project in 2013

SE Research; Examples of Flow and Methodology59 Gerrit Muller

version: 0.3October 26, 2021

SEREbookPlanED

Page 60: Systems Engineering Course Research Methods; all slides

Example Research Design and Verification

Erik Thygesen won the Best Student Paper Award at

INCOSE 2019 in Orlando with the paper

“Improving the information transfer between engineering

and installation; case study at AS Nymo”

available at https://gaudisite.nl/

INCOSE2019_ThygesenEtAl_InformationTransferToInstallation.pdf

SE Research; Examples of Flow and Methodology60 Gerrit Muller

version: 0.3October 26, 2021

SEREintroductionThygesen

Page 61: Systems Engineering Course Research Methods; all slides

Example Research Design Erik Thygesen

SE Research; Examples of Flow and Methodology61 Gerrit Muller

version: 0.3October 26, 2021

SEREdesignThygesen

Page 62: Systems Engineering Course Research Methods; all slides

Example Research Verification Erik Thygesen

6 persons

handovers of similar

size and complexity

SE Research; Examples of Flow and Methodology62 Gerrit Muller

version: 0.3October 26, 2021

SEREverificationThygesen

Page 63: Systems Engineering Course Research Methods; all slides

Statistics

See presentation E. Syverud https://gaudisite.nl/SECRM_Syverud_

Statistics.pdf

SE Research; Examples of Flow and Methodology63 Gerrit Muller

version: 0.3October 26, 2021

Page 64: Systems Engineering Course Research Methods; all slides

Research Ethics USN

See presentation S. Kokkula https://gaudisite.nl/SECRM_Kokkula_

ResearchEthicsUSN.pdf

SE Research; Examples of Flow and Methodology64 Gerrit Muller

version: 0.3October 26, 2021

Page 65: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods; Languageand Style of Academic Writing

by Gerrit Muller University of South-Eastern Norway-NISEe-mail: [email protected]

www.gaudisite.nl

Abstract

The final product of the Master project is an academic paper. This presentationfocuses on the style and language of academic papers.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: preliminarydraftversion: 0

logoTBD

Page 66: Systems Engineering Course Research Methods; all slides

Plain English Language Recommendations (non-academic)

· Keep your sentences short

· Prefer active verbs

· Use 'you' and 'we'

· Choose words appropriate for the reader

· Don't be afraid to give instructions

· Avoid nominalisations

· Use positive language

· Use lists where appropriate

from Plain English Campaign

http://www.plainenglish.co.uk/files/howto.pdf

Not for academic

writing

Language and Style of Academic Writing66 Gerrit Muller

version: 0October 26, 2021

OHTlanguage

Page 67: Systems Engineering Course Research Methods; all slides

Style Aspects of Academic Papers

Avoid "I".

Avoid amplifications (e.g. very high).

Do not use humor.

Do not ventilate opinions.

Anchor every statement by fact or reference.

Explain every abbreviation or concept once at first

occurence; e.g., Kongsberg Maritime (KM) is ...

Avoid commercial language and selling or pushing.

Language and Style of Academic Writing67 Gerrit Muller

version: 0October 26, 2021

RPAWstyle

Page 68: Systems Engineering Course Research Methods; all slides

Language Aspects

Use Word to check spelling, grammar, and style with

language English US.

Avoid passive voice, e.g. A3 reports have been made

(passive) should be replaced by The designers made A3

reports (active). See http://writingcenter.unc.edu/handouts/passive-voice/

Frequently made mistakes by Norwegian students:

marked i.s.o. market

which i.s.o. that

use of the and a or an

plural and single mismatch between subject and verb

Language and Style of Academic Writing68 Gerrit Muller

version: 0October 26, 2021

RPAWlanguage

Page 69: Systems Engineering Course Research Methods; all slides

Punctuation Marks

The use of ",", ";", and ":":

commas:

in lists: one, two, and three

parenthetic expression: the method under study,

requirements engineering, is...

semicolon: use it when the two sentences are complete

and closely related

colon: use it when a list follows the sentence, e.g. we

have three choices: red, green, or blue.

,

;

:

Language and Style of Academic Writing69 Gerrit Muller

version: 0October 26, 2021

RPAWpunctuationMarks

Page 70: Systems Engineering Course Research Methods; all slides

Visualization Guidelines

Texts should be readable: use sufficient font size.

Text and background should have sufficient contrast.

Shapes, such as boxes, should have the same size.

Use the layout (left-right, up-down, close-remote) to support the message of

the diagram.

Design the layout such that there are few crossing lines.

Use colors, but limited.

Design the diagram such that it still works when printed in black and white.

Limit the amount of information in one diagram.

Two or three types of information can be combined in one diagram.

Annotate generic diagrams with specific examples; use font size and type to

visually differentiate generic from specific.

Use 2D/3D drawings or photos limited.

Ensure that the message of the visualization is clear.

Add legend to explain shapes, colors, line types, axes, etc.

Language and Style of Academic Writing70 Gerrit Muller

version: 0October 26, 2021

VGsummary

Page 71: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods; Structureof Academic Papers

by Gerrit Muller University of South-Eastern Norway-NISEe-mail: [email protected]

www.gaudisite.nl

Abstract

The final product of the Master project is an academic paper. This presentationfocuses on the structure and flow of academic papers.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: preliminarydraftversion: 0

logoTBD

Page 72: Systems Engineering Course Research Methods; all slides

Structure

Take reader's perspective.

Make a book plan with structure of the paper:

sections and subsections with size estimate, e.g.

abstract (50 to 150 words)

introduction (1 page)

domain, company, system, and case introduction

problem statement

method introduction and rationale

etc.

Do not include table of content, or list of abbreviations in the

paper itself.

Structure of Academic Papers72 Gerrit Muller

version: 0October 26, 2021

RPAWstructure

Page 73: Systems Engineering Course Research Methods; all slides

Content

title, authors, abstract

introduction

domain, company, case, problem, goal

research questions, claims and observations, positioning

research methodology

main body

data, analysis, results

conclusions, summary

future research

references

Structure of Academic Papers73 Gerrit Muller

version: 0October 26, 2021

RPAWcontent

Page 74: Systems Engineering Course Research Methods; all slides

Multiple Threads

case SE method/

technique

research

methodology

academic

contribution

of master project

contribution

to company

validation vehicle

how well is the

original problem

solved?

how well does the

method fit and

serve its goal?

academic

foundation of the

research approach

how reliable and

objective are

the results

concrete abstract

Structure of Academic Papers74 Gerrit Muller

version: 0October 26, 2021

RPAWthreads

Page 75: Systems Engineering Course Research Methods; all slides

Open, Elaborate, Close

open

elaborate

open

elaborate

close

open

elaborate

open

elaborate

close

close

close

open: introduction, question, problem, or statement

elaboration: facts, explanations, and argumentation

close: conclusion or summary

Structure of Academic Papers75 Gerrit Muller

version: 0October 26, 2021

RPAWblocks

Page 76: Systems Engineering Course Research Methods; all slides

Master Project; PERT planby Gerrit Muller University of South-Eastern Norway

e-mail: [email protected]

Abstract

A PERT plan primarily shows the logic of the project plan, by showing activitiesand their relations. There is little or no information on resources and time. APERT plan is more robust for changes due to project events and it provides abetter ovevriew than GANTT charts.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0

ConOps

stakeholders

system

context

PESTEL systemigram

interviews

architecture

0.1

architecture

0.2

pain

causes

key drivers

architecture

0.3

prepare survey

cost, effort,

time

brainstorm new concepts

as-is

execute

survey

present

to

stakholders

Page 77: Systems Engineering Course Research Methods; all slides

Example PERT Plan

ConOps

stakeholders

system

context

PESTEL systemigram

interviews

architecture

0.1

architecture

0.2

pain

causes

key drivers

architecture

0.3

prepare survey

cost, effort,

time

brainstorm new concepts

as-is

execute

survey

present

to

stakholders

Master Project; PERT plan77 Gerrit Muller

version: 0October 26, 2021

MPPPexample

Page 78: Systems Engineering Course Research Methods; all slides

Make a PERT plan for Master Project Execution

· Strive for >20 activities

· Show dependencies

A1 A2

C2

B2

D1

A3

B3

D2

E1 E2

F2

E3

F3

D3

Master Project; PERT plan78 Gerrit Muller

version: 0October 26, 2021

SECRMAmakePERTplan

Page 79: Systems Engineering Course Research Methods; all slides

Assess your PERT plan

· How many activities did you define so far?

· How concrete are the activities? [1 = highly generic, 5 is very

specific (e.g. system, phase, stakeholder, properties, etc.

defined)]

Master Project; PERT plan79 Gerrit Muller

version: 0October 26, 2021

SECRMAassessPERTplan

Page 80: Systems Engineering Course Research Methods; all slides

Master Project; Writing an Abstractby Gerrit Muller University of South-Eastern Norway-NISE

e-mail: [email protected]

Abstract

An abstract is a brief desrciption of the content of a paper to facilitate readers indeciding to read the paper. This presentation explains how to write an abstract.Normally, an abstract is written at the end of writing a paper. For the masterproject, we challenge students to write an abstract up front, to stimulate them tothink through the entire project, including the expected outcome.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0

logoTBD

Page 81: Systems Engineering Course Research Methods; all slides

Abstract

"A good abstract should answer three questions:

What did I do,

what did I learn,

and why is that important?

The key is to identify something or things that can be reused in the future."

Prof. Michael Pennotti, Stevens Institute of Technology

Master Project; Writing an Abstract81 Gerrit Muller

version: 0October 26, 2021

SETPabstract

Page 82: Systems Engineering Course Research Methods; all slides

Needed: Time Machine

time

start

project

end

project

now

abstract

perspective

"fast forward" yourself into the future

what do you expect to be the project outcome?

Students write an initial abstract at the start to think through

what can happen. At the end of writing the paper, you write

the real abstract. The academic supervisor has to accept

the initial abstract before starting the project.

Master Project; Writing an Abstract82 Gerrit Muller

version: 0October 26, 2021

SETPabstractTimeMachine

Page 83: Systems Engineering Course Research Methods; all slides

Multiple Levels of Academic Abstraction

meta1

enabling:

systems engineering

methods

meta0

bottom line:

system-of-interest

meta2

academic:

research of methods

caseSE body of

Knowledge

work over system

missile

production line

turbine package

control system

tie-in system

stakeholders and concerns

ConOps

operational needs

need statement

needs into requirements

SMART requirements

concept selection

partitioning and interfaces

documenting the architecture

knowledge management

conceptual modeling

budget based design

integration and verification plan

design of qualification program

measuring

experimenting

modeling

surveys

interviews

refering to literature

argumenting

Master Project; Writing an Abstract83 Gerrit Muller

version: 0October 26, 2021

MPWAmeta

Page 84: Systems Engineering Course Research Methods; all slides

Value per Meta-level

meta1

enabling:

systems engineering

methods

meta0

bottom line:

system-of-interest

meta2

academic:

research of methods

caseSE body of

Knowledge

earning money re-use

in future projects

in other domains

validation of

method

re-use

Master Project; Writing an Abstract84 Gerrit Muller

version: 0October 26, 2021MPWAmetaWhy

Page 85: Systems Engineering Course Research Methods; all slides

Content of Paper

meta1

enabling:

systems engineering

methods

meta0

bottom line:

system-of-interest

meta2

academic:

research of methods

caseSE body of

Knowledge

set the context

where did you apply

what did you apply and why what can we learn

based on what findings

observations

argument

domain

system-of-interestsystems engineering

challenge/need

methods, expected benefit

Master Project; Writing an Abstract85 Gerrit Muller

version: 0October 26, 2021

MPWAmetaPaperContent

Page 86: Systems Engineering Course Research Methods; all slides

Exercise

Write an abstract

in 3 paragraphs

use 2 sentences per paragraph

100..150 words in total

Master Project; Writing an Abstract86 Gerrit Muller

version: 0October 26, 2021

MPWAexercise

Page 87: Systems Engineering Course Research Methods; all slides

Master Project; Execution Phaseby Gerrit Muller University of South-Eastern Norway-NISE

e-mail: [email protected]

Abstract

A master project in systems engineering using action research or indystry aslaboratory requires that the student is both researcher and engineer. In thispresentation we give guidleines for the execution phase of the project to ensurethat the master project student plays both roles. These roles require quite differentbehavior. Especially the role of researcher is new for most students.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0

normal engineering project

goal

start

more or less

a straight

path from

start to goal

evolved

vision

start

initial

vision

end of

project

initial ideafocus on

vision

new idea

reality

hits

better

insight

Research is an adventurous journey, be perceptive and see where it goes

Some students in the past called it a rollercoaster….

Page 88: Systems Engineering Course Research Methods; all slides

Know your Academic Supervisor

Discuss way of working and expectations with your academic supervisor.

The following slides are valid for supervision by Gerrit.

Other academic supervisors may have other doctrines.

Master Project; Execution Phase88 Gerrit Muller

version: 0October 26, 2021

MPPEacademicSupervisor

Page 89: Systems Engineering Course Research Methods; all slides

Recommendations for Project Execution

maintain a project logdata, findings

documents

references

keep supervisors involved regular presentations

regular meetings

time box and iteratecase

system and context

reflection and consolidation

early feedback on paperstart writing early

elicit feedback early

work incremental

Master Project; Execution Phase89 Gerrit Muller

version: 0October 26, 2021

SETPprojectExecution

Page 90: Systems Engineering Course Research Methods; all slides

You have Multiple Roles!

systems engineer

elicit needs, specify,

design, analyze,

integrate, test

explain, educate, sell

researcher

observe, experiment,

argue, evaluate,

write

question everything,

proof opposite

normal work

attitude

Master Project; Execution Phase90 Gerrit Muller

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Page 91: Systems Engineering Course Research Methods; all slides

Maintain a Detailed Research Logbook

Word or PowerPoint file

take notes continuously!

date/time

what

how

why

when

where

who

references, e.g. URLs; make electronic copy of any relevant material

all "raw" data, e.g. submitted questionnaires

all intermediate data, e.g. spread sheets with version numbers and dates

Master Project; Execution Phase91 Gerrit Muller

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SERMlogbook

Page 92: Systems Engineering Course Research Methods; all slides

Discuss Regularly With Company Supervisor

meta^2

research

meta^1 meansmeta^0 system-of-interest

shut down valves

control temperature

and pressure well

disconnect EDP

reconnect EDP

perform workover

operations

wait

run wireline

retract wireline

rig

vessel or

platform

EDP

LRP

riser

XT

well

TF

SFT

well

head

WOCS

ROV

rig

vessel or

platform

WOCS

XT

well

well

head

EDP

LRP

TF

SFT

rig

vessel or

platform

EDP

LRP

riser

XT

well

TF

SFT

well

head

WOCS

wait for resolution

of disruption

retr

act

wirelin

e

close

va

lves

dis

conn

ect

work

ove

r

dis

ruption

reconnect continue workover

hours24 48

disruption,

e.g. storm

0.

feasibility

1.

definition

2.

system

design

3.

engineering

4.

integration

& test

5.

field

monitoring

sales

logistics

production

service

development & engineering: marketing, project management, design

I think it would be beneficial to use a PUGH-matrix for a small project (less than 1 year), in terms of

- Effort

- Time

- Quality of the Results

I think it would be beneficial to use a PUGH-matrix for a medium size project (1-2 years), in terms of

- Effort

- Time

- Quality of the Results

I think it would be beneficial to use a PUGH-matrix for a large project (more than 2 years), in terms of

- Effort

- Time

- Quality of the Results

2 3 5 1 0

2 3 5 1 0

0 2 3 3 3

0 0 6 3 1

0 0 5 4 2

0 0 6 4 1

0 0 1 4 6

0 0 1 4 6

0 0 0 5 6

10 20

meta^0 system-of-interest

meta^1 means

ppt1A31

ppt2A32

ppt8A38

week

focus first on content, then means and then research approach

Master Project; Execution Phase92 Gerrit Muller

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MPPEsupervisorMeetings

Page 93: Systems Engineering Course Research Methods; all slides

The Nature of Research Projects

normal engineering project

goal

start

more or less

a straight

path from

start to goal

evolved

vision

start

initial

vision

end of

project

initial ideafocus on

vision

new idea

reality

hits

better

insight

Research is an adventurous journey, be perceptive and see where it goes

Some students in the past called it a rollercoaster….

Master Project; Execution Phase93 Gerrit Muller

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MPPEresearchProject

Page 94: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods;Assignments

by Gerrit Muller University of South-Eastern Norwaye-mail: [email protected]

www.gaudisite.nl

Abstract

This course teaches research methods for systems engineering and relateddisciplines, such as industrial economy, engineering management, innovation,and technology management. This field of research needs research methodscombining the traditional scientific methods ("hard") and methods from socialsciences ("soft").The course prepares students for their master thesis.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: draftversion: 1.0

day 1 day 2in class day 3 day 4 day 5

master

project

topic

in class

topic

group

post-

assignment

individual

pre-

assignment

individual

post-

assignment

individual

homework

individual

reflection

individual

post-

assignment

individual

homework

individual

homeworkgrade

Page 95: Systems Engineering Course Research Methods; all slides

Colophon

This course is a joint development of

Kristin Falk

Satya Kokkula

Elisabet Syverud

and Gerrit Muller

Systems Engineering Course Research Methods; Assignments95 Gerrit Muller

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SECRMFcolophon

Page 96: Systems Engineering Course Research Methods; all slides

Research Methods Course Pre-assignment

· Determine a topic for the master project

· Position the topic in its context (e.g. in your company, in

ongoing projects)

· Discuss the topic with its stakeholders

· Try to formulate the line of reasoning:

· problem, goal, envisioned solution, rationale, open research

questions

Systems Engineering Course Research Methods; Assignments96 Gerrit Muller

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SECRMFpreAssignment

Page 97: Systems Engineering Course Research Methods; all slides

Flow of Assignments

day 1 day 2in class day 3 day 4 day 5

master

project

topic

in class

topic

group

post-

assignment

individual

pre-

assignment

individual

post-

assignment

individual

homework

individual

reflection

individual

post-

assignment

individual

homework

individual

homeworkgrade

Systems Engineering Course Research Methods; Assignments97 Gerrit Muller

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SECRMAassignmentFlow

Page 98: Systems Engineering Course Research Methods; all slides

What Specific Problem Triggers this Research?

· Describe what problem triggers your research

· Be as specific as possible, for instance asking:

· Why, what, how, who, when, where

· If you find it difficult to describe the problem, then start with

listing symptoms and challenges, or identifying dilemmas

Systems Engineering Course Research Methods; Assignments98 Gerrit Muller

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Page 99: Systems Engineering Course Research Methods; all slides

Problem Exploration

· Who are the stakeholders related to this problem

· What can you ask them to explore the problem

· What can you tell them to introduce your research

· Transform the answers into a script for interviews of

stakeholders

Systems Engineering Course Research Methods; Assignments99 Gerrit Muller

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SECRMAproblemExploration

Page 100: Systems Engineering Course Research Methods; all slides

Formulate an Initial Set of Research Questions

· Transform the problem statement into a main research question

· What sub-questions will help you to answer the main research

question?

Good research questions are open questions, e.g. allowing an answer

in terms of how well, how much, etc.

You typically need one main question and 3 to 5 sub-questions.

Make all questions as specific as possible. The main question may

invite some generalization.

Systems Engineering Course Research Methods; Assignments100 Gerrit Muller

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SECRMAinitialResearchQuestions

Page 101: Systems Engineering Course Research Methods; all slides

Feasibility of this Study

· Define the scope of the research, fitting in the available time and

effort

· What do you need (e.g. information, contacts, access to people,

tools, …) to perform the study?

· What risks do you see for the research?

Systems Engineering Course Research Methods; Assignments101 Gerrit Muller

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SECRMAstudyFeasibility

Page 102: Systems Engineering Course Research Methods; all slides

Search Literature

· Use the research questions to determine 5 to 10 key words or

phrases

· Search for relevant literature

· Identify ~10 potentially interesting papers

· Read the abstracts

· Sort on relevancy, based on abstract

· Read at least one paper

Keep notes on all papers you find

Systems Engineering Course Research Methods; Assignments102 Gerrit Muller

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SECRMAliterature

Page 103: Systems Engineering Course Research Methods; all slides

Refine Literature Search

· Refine the 5 to 10 key words or phrases

· Look for literature reviews

· Look for founding papers

· Use these to search for relevant papers

· Order on relevancy based on abstract

Keep notes on all papers you find

Systems Engineering Course Research Methods; Assignments103 Gerrit Muller

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SECRMAliteratureRefine

Page 104: Systems Engineering Course Research Methods; all slides

Propose Survey Approach

· Define the target groups

· For each target group

· Formulate survey questions

· Propose format per question, e.g. free text, range, Likert

scale

Propose

surveys

Merge into 1

survey per

target group

Distribute

surveys

transform

into

Nettskjema

Systems Engineering Course Research Methods; Assignments104 Gerrit Muller

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SECRMAinitialSurvey

Page 105: Systems Engineering Course Research Methods; all slides

Make an Initial Research Design

· What will you do, when and where with who?

· What will you look for and look at?

· How can you analyse what you did and observed?

· How will this help you to answer the research questions?

Systems Engineering Course Research Methods; Assignments105 Gerrit Muller

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SECRMAinitialResearchDesign

Page 106: Systems Engineering Course Research Methods; all slides

Block 1 Post-assignment Group

Capture for the in-class case:

· the line-of-reasoning

· including the research questions

· the scoping, required resources, and risks

· search criteria

· list of most relevant papers

· one paragraph summary for the 4 most relevant papers

in 2..4 A4s

· appendix with all literature notes

Systems Engineering Course Research Methods; Assignments106 Gerrit Muller

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SECRMApostAssignmentGroup

Page 107: Systems Engineering Course Research Methods; all slides

Block 1 Post-assignment Individual

· Refine the topic for the master project

· Position the topic in its context (e.g. in your company, in

ongoing projects)

· Discuss the topic with its stakeholders

· Reformulate the line of reasoning:

· problem, goal, envisioned solution, rationale, open research

questions

Systems Engineering Course Research Methods; Assignments107 Gerrit Muller

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SECRMApostAssignment

Page 108: Systems Engineering Course Research Methods; all slides

Homework Block 1

For the individual master project topic:

· initial interview and/or survey

· initial problem analysis

· literature review Body of Knowledge

· search secondary data sources

· read Research Methods paper

· elaborate research design

Submit a 5 to10 page report with the above content; maintain a detailed logbook!

Refresh your statistics, for instance https://towardsdatascience.com/the-5-basic-statistics-concepts-data-scientists-need-to-know-2c96740377ae

30%

60%

10%

effort

Systems Engineering Course Research Methods; Assignments108 Gerrit Muller

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SECRMAhomeworkBlock1

Page 109: Systems Engineering Course Research Methods; all slides

Analysis of the Survey Data

· Download the Excel spreadsheets with survey data

· Discuss what you can do with this data for analysis

· Discuss how you can use this data

Systems Engineering Course Research Methods; Assignments109 Gerrit Muller

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SECRMAinitialDataAnalysis

Page 110: Systems Engineering Course Research Methods; all slides

Relate the Data and the Research Questions

· Take the research questions that you defined in the post-

assignment.

· Does the survey give you any new insights in the research

questions?

· Do you want to adapt the research questions?

· Do you want to run another survey? If so, what are the

questions for the new survey?

Systems Engineering Course Research Methods; Assignments110 Gerrit Muller

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SECRMArelateDataAndRQs

Page 111: Systems Engineering Course Research Methods; all slides

Revisit Individual Master Project

· Revisit your research design

· What data do you need?

· How can you collect that data?

· What are the main challenges for your master project?

Systems Engineering Course Research Methods; Assignments111 Gerrit Muller

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SECRMArevisitIndividualResearchDesign

Page 112: Systems Engineering Course Research Methods; all slides

Assess your Current Project Definition

· How good is your scope [1 = very poorly defines.. 5 = very well

defined]

· How good are your research questions [ same 1 to 5]

· How confident are you that you can execute the project [1 to 5]

· What are the main hurdles?

Systems Engineering Course Research Methods; Assignments112 Gerrit Muller

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SECRMAassessProjectDefinition

Page 113: Systems Engineering Course Research Methods; all slides

Statistical Analysis

· Analyze the data statistically

· Look for overall distribution and for correlations

· Capture results on a PowerPoint slide

Upload the PowerPoint file to Canvas

Systems Engineering Course Research Methods; Assignments113 Gerrit Muller

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SECRMAstatisticalAnalysis

Page 114: Systems Engineering Course Research Methods; all slides

Re-iterate the Research Questions

· Classify your research questions according to the meta-levels and

their scope

· Are the research questions specific enough?

· Do you have a logical build-up of the research questions?

· Do you have a way to find answers?

Systems Engineering Course Research Methods; Assignments114 Gerrit Muller

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SECRMAmetaLevels

Page 115: Systems Engineering Course Research Methods; all slides

Discuss the validity of your results

· Only from statistical perspective

· Including the survey process

· Capture results on a PowerPoint slide

Upload the PowerPoint file to Canvas

Systems Engineering Course Research Methods; Assignments115 Gerrit Muller

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SECRMAdiscussValidityDataAnalysis

Page 116: Systems Engineering Course Research Methods; all slides

Make a PERT plan for Master Project Execution

· Strive for >20 activities

· Show dependencies

A1 A2

C2

B2

D1

A3

B3

D2

E1 E2

F2

E3

F3

D3

Systems Engineering Course Research Methods; Assignments116 Gerrit Muller

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SECRMAmakePERTplan

Page 117: Systems Engineering Course Research Methods; all slides

Assess your PERT plan

· How many activities did you define so far?

· How concrete are the activities? [1 = highly generic, 5 is very

specific (e.g. system, phase, stakeholder, properties, etc.

defined)]

Systems Engineering Course Research Methods; Assignments117 Gerrit Muller

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SECRMAassessPERTplan

Page 118: Systems Engineering Course Research Methods; all slides

Make a Book Plan for your Course Paper

· Define the sections

· Define the subsections

· Define the content per (sub)section in keywords

· Define the size of subsections in #pages (e.g. ¼ page, 3 pages)

Systems Engineering Course Research Methods; Assignments118 Gerrit Muller

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SECRMAmakeBookPlan

Page 119: Systems Engineering Course Research Methods; all slides

Report Main Book Plan Sizes

How many pages do you plan for:

· Line of reasoning

· Literature survey

· Research design

· Expected results

Systems Engineering Course Research Methods; Assignments119 Gerrit Muller

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SECRMAreportBookPlan

Page 120: Systems Engineering Course Research Methods; all slides

Block 2 Post-assignment Group

· Write a brief reflection on the in-class assignment:

· What are the main findings?

· How did you get to these findings?

· What did you learn from doing the in-class assignment?

max 2 A4s

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SECRMApostAssignment2Group

Page 121: Systems Engineering Course Research Methods; all slides

Block 2 Post-assignment Individual

Maximum two A4 pages in total

· Update the line of reasoning for your master project topic,

including the research questions, according to your current

understanding.

· Write down your research plan, include

· Research design

· Research method(s)

· Explain how to collect what data

· Explain how to analyze data

Systems Engineering Course Research Methods; Assignments121 Gerrit Muller

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SECRMApostAssignment2

Page 122: Systems Engineering Course Research Methods; all slides

Homework Block 2

For the individual master project topic:

· continue literature review

· write critic of 2..3 papers

· identify challenges and risks in problem definition

· make research design more concrete

· make book plan for the course paper

Submit a 10 to15 page report with the above content

maintain a detailed logbook!

50%

15%

30%

5%

effort

Systems Engineering Course Research Methods; Assignments122 Gerrit Muller

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SECRMAhomeworkBlock2

Page 123: Systems Engineering Course Research Methods; all slides

Write an Abstract of your Course Paper

Write an abstract

in 3 paragraphs

use 2 sentences per paragraph

100..150 words in total

Systems Engineering Course Research Methods; Assignments123 Gerrit Muller

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MPWAexercise

Page 124: Systems Engineering Course Research Methods; all slides

Annotate the Book Plan

annotate the book plan of the Research Methods paper with

keywords for

· content

· scope

Systems Engineering Course Research Methods; Assignments124 Gerrit Muller

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SECRMAannotateBookPlan

Page 125: Systems Engineering Course Research Methods; all slides

Make a Diagram Visualizing the Research Design

Make a diagram to visualize the research design, e.g.

· the research actions

· the collected data

· the results from the analysis

for instance in the form of a flow diagram

Systems Engineering Course Research Methods; Assignments125 Gerrit Muller

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SECRMAresearchDesignDiagram

Page 126: Systems Engineering Course Research Methods; all slides

Final Homework

write a course paper, as an academic paper of ca 15 pages, containing:

· title

· abstract (100 to 150 words)

· introduction (context, line of reasoning)

· literature survey (of about 10 publications)

· research design

· discussion (risks, expected results)

· conclusion

and add appendices (which do not count for the 15 pages)

· an execution (PERT) plan

· a book plan for the final paper of the master project

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SECRMAfinalHomework

Page 127: Systems Engineering Course Research Methods; all slides

Systems Engineering Course Research Methods; Materialby Gerrit Muller University of South-Eastern Norway-NISE

e-mail: [email protected]

Abstract

This module provides links to the course material, both the core material andelective material.

Distribution

This article or presentation is written as part of the Gaudí project. The Gaudí projectphilosophy is to improve by obtaining frequent feedback. Frequent feedback is pursued by anopen creation process. This document is published as intermediate or nearly mature versionto get feedback. Further distribution is allowed as long as the document remains completeand unchanged.

October 26, 2021status: plannedversion: 0.2

logoTBD

Page 128: Systems Engineering Course Research Methods; all slides

Colophon

This course is a joint development of

Kristin Falk

Satya Kokkula

Elisabet Syverud

and Gerrit Muller

Systems Engineering Course Research Methods; Material128 Gerrit Muller

version: 0.2October 26, 2021

SECRMFcolophon

Page 129: Systems Engineering Course Research Methods; all slides

Research Framework

core

Systems Engineering Course Research Methods; Framework

http://www.gaudisite.nl/info/SEcourseResearchMethodsFramework.info.html

optional

TBD

Systems Engineering Course Research Methods; Material129 Gerrit Muller

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SECRMMframework

Page 130: Systems Engineering Course Research Methods; all slides

Problem Exploration

core

Systems Engineering Course Research Methods; Problem Exploration

http://www.gaudisite.nl/info/SEcourseResearchMethodsProblemExploration.info.html

optional

TBD

Systems Engineering Course Research Methods; Material130 Gerrit Muller

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SECRMMproblemExploration

Page 131: Systems Engineering Course Research Methods; all slides

Literature

core

Literature why, what, how, and Practicalities by K. Falk

https://gaudisite.nl/SECRM_Falk_LiteratureWhyWhatHowAndPracticalities.pdf

optional

TBD

Systems Engineering Course Research Methods; Material131 Gerrit Muller

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SECRMMliterature

Page 132: Systems Engineering Course Research Methods; all slides

Research Design

core

Research in Systems Architecting

https://gaudisite.nl/info/ArchitectingResearchMethod.info.html

Systems Engineering Research Methods

https://gaudisite.nl/info/SEresearchMethods.info.html

Systems Engineering Research; Examples of Flow and Methodology

https://gaudisite.nl/info/SEresearchExamples.info.html

optional

Systems Engineering Research Validation

https://gaudisite.nl/info/SEresearchValidation.info.html

Validation of Systems Engineering Methods and Techniques in Industry

http://www.gaudisite.nl/CSER2012_Muller_validationSEinIndustry.pdf

Systems Engineering Research Methods

https://www.gaudisite.nl/CSER2013_Muller_SEresearchMethods.pdf

Application and Validation of Systems Engineering Methods and Techniques in

Practice

https://gaudisite.nl/NOVA_Muller_AdvancesInSystemsEngineeringResearch.pdf

Master Project Papers https://www.gaudisite.nl/MasterProjectPapers.html

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SECRMMresearchDesign

Page 133: Systems Engineering Course Research Methods; all slides

Statistics

core

Statistics by E. Syverud

https://gaudisite.nl/SECRM_Syverud_Statistics.pdf

optional

TBD

Systems Engineering Course Research Methods; Material133 Gerrit Muller

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SECRMMstatistics

Page 134: Systems Engineering Course Research Methods; all slides

Research Ethics

core

Research Ethics USN by S. Kokkula

https://gaudisite.nl/SECRM_Kokkula_ResearchEthicsUSN.pdf

optional

TBD

Systems Engineering Course Research Methods; Material134 Gerrit Muller

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SECRMMethics

Page 135: Systems Engineering Course Research Methods; all slides

Academic Writing

core

Systems Engineering Course Research Methods; Language and Style of Academic

Writing

https://gaudisite.nl/info/SEcourseResearchMethodsWritingLanguage.info.html

Systems Engineering Course Research Methods; Structure of Academic Papers

https://gaudisite.nl/info/SEcourseResearchMethodsWritingStructure.info.html

optional

TBD

Systems Engineering Course Research Methods; Material135 Gerrit Muller

version: 0.2October 26, 2021SECRMMwriting