Module 60 - A322b

A322b: Understanding Requirements for Transportation Field Cabinet Systems Using ATC 5301 v02

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(Note: This document has been converted from a PowerPoint presentation to 508-compliant HTML. The formatting has been adjusted for 508 compliance, but all the original text content is included, plus additional text descriptions for the images, photos and/or diagrams have been provided below.)

Slide 1:

This slide contains a graphic with the word “Welcome” in large letters. ITS Training Standards “WELCOME” slide, with reference to the U.S. Department of Transportation Office of Assistant Secretary for Research and Technology

Slide 2:

This slide contains a graphic with the word “Welcome” in large letters, photo of Kenneth Leonard, Director ITS Joint Program Office - Ken.Leonard@dot.gov - and on the bottom is a screeshot of the ITS JPO website - www.its.dot.gov/pcb

Slide 3:

Module A322b:

Understanding Requirements for Transportation Field Cabinet Systems Using ATC 5301 v02

Please see Extended Text Description below.

(Extended Text Description: Title slide: Module A322b: Understanding Requirements for Transportation Field Cabinet Systems Using ATC 5301 v02.

This slide contains a graphic representation of an Advanced Transportation Controller (ATC) Cabinet system.

The graphic is centered below the title of the module and outlined by a rounded rectangle. The graphic and outline take up approximately 67% of the slide height and 25% of the slide width. The graphic shows the interior of an cabinet system and its devices. The measurements below approximately represent the sizes they would be physically in an actual cabinet system.

The cabinet devices are arranged in a rack that has metal mounting "rails" on left and right sides of the cabinet. The rails are approximately 19 inches apart and extending the height of the cabinet. Each rail is approximately one inch in width. They are used to secure devices within the cabinet. There are 6 levels of devices in the cabinet system with little or no space between them. The heights of the levels are measured in Us where a U is 1.75 inches high.

Some of the devices are color coded so that their purpose can be associated with a general element of the cabinet system. This becomes evident as the presentation progresses.

At the first level (from the top) is a single rectangular device that extends from rail to rail and is approximately 5U in height. It has a screen and two keypads, a Light Emitting Diode (LED) that has the word "ACTIVE" below it. It has 7 miscellaneous connectors. It has a toggle switch in the lower right that has the label "AUX" next to it. It has "OFF" on top and "ON" below it. In large letters, on the right side of the device are large letters "ATC." This is and Advanced Transportation Controller. This device is colored blue to indicate that it is the "Controller" element of the cabinet system.

At the second level is a single rectangular device that extends from rail to rail and is approximately 1U in height. It has a screen on the right of the device and columns of 5 LEDs extending over 50% of the device starting on the left. Between the columns of LEDs and the screen are large letters "ADU." This is an Auxiliary Display Unit. This device is colored pink to indicate that it is part of the "Monitoring" element of the cabinet system.

At the third level is the input assembly that extends from rail to rail and is approximately 4U in height. It contains thirteen smaller rectangular devices that are approximately 1.5 inches in width and 4.5 inches in height. The leftmost device is labeled "SIU." The other twelve devices are labeled "SU." The SIU is colored violet to indicate that it is part of the "Internal Bus" element of the cabinet system. The SUs are colored aqua to indicate they are the "Inputs" element of the cabinet system.

At the fourth level is the output assembly that extends from rail to rail and is approximately 4U in height. It contains other devices. At the leftmost of the assembly, is a panel that is almost as tall as the assembly and about 4.5 inches wide. The panel contains what appear to be switches of various types. To the right of the panel is a smaller rectangular device that is approximately 2 inches in width and 4 inches in height. It is labeled "CMU." This is followed by nine other small rectangular devices that are approximately 1.5 inches in width and 4.5 inches in height. Eight of the devices are labeled "HDSP." The rightmost device is labeled "SIU." The CMU is colored pink to indicate that it is part of the "Monitoring" element of the cabinet system. The HDSPs are yellow to indicate the "Outputs" element of the cabinet system. The SIU is colored violet to indicate that it is a part of the "Internal Bus" element of the cabinet system.

At the fifth level is a single rectangular device that extends from rail to rail and is approximately 1U in height. It has assorted LEDs on the right side of the device. On the left side of the device is the label "CPS." This is the Cabinet Power Supply. The CPS is colored light grey to be representative of the "Power Supply" element of the cabinet system.

At the sixth level there are two different assemblies. The field termination assembly is a rectangular assembly that is attached toward the back of the cabinet. It appears to extend rail to rail and is 4U in height and has at least 8 columns of wiring terminators. There may be others terminators unseen. The service assembly is a rectangular assembly located in the front of the field termination assembly. It is attached to the right cabinet rail. It is approximately 5U in height and 5.5 inches wide. This assembly has what appear to be an assortment of switches, a standard power dual receptacle, and a small rectangular device that is approximately 1.5 inches in width and 4.5 inches in height. This device is labeled "HDFU." It is yellow to indicate that although it is located here, it is part of the "Outputs" element of the cabinet system.)

Slide 4:

Instructor

Photo of Ralph W. Boaz, President, Pillar Consulting, Inc.

Ralph W. Boaz

President

Pillar Consulting, Inc.

Slide 5:

Learning Objectives

Slide 6:

Learning Objective 1

Slide 7:

Benefits of ATC 5301 v02

Slide 8:

Benefits of ATC 5301 v02 (cont.)

Slide 9:

ATC Cabinet v02 Assemblies

Slide 10:

ATC Cabinet v02 Components

Please see Extended Text Description below.

(Extended Text Description: This slide contains the following bullet items:

Additionally, a rounded rectangle appears around the bulleted items "Cabinet Power Supply (CPS)" and "Auxiliary Display Unit (ADU)." A line appears extending from the right side of the rounded rectangle to a left bracket. To the right of the bracket are the words "Manufacturer-specific designs also allowed.")

Manufacturer specific designs also allowed

Slide 11:

ATC Cabinet v02 Generic Representation

ADU Auxiliary Display Unit
ATC Advanced Transportation Controller
CMU Cabinet Monitor Unit
CPS Cabinet Power Supply
HDFU High Density Flasher Unit
HDSP High Density Switch Pack
SA Service Assembly
SIU Serial Interface Unit
SU Sensor Unit

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "ATC Cabinet v02 Generic Representation," contains a table of definitions on the left and a graphic previously described. The graphic is a representation of an ATC Cabinet System. It takes up approximately 90% of the slide height and 40% of the slide width. The graphic shows the interior of a cabinet system and its devices. The measurements below approximately represent the sizes they would be physically in an actual cabinet system.

The cabinet devices are arranged in a rack that has metal mounting "rails" on left and right sides of the cabinet. The rails are approximately 19 inches apart and extending the height of the cabinet. Each rail is approximately one inch in width. They are used to secure devices within the cabinet. There are 6 levels of devices in the cabinet system with little or no space between them. The heights of the levels are measured in Us where a U is 1.75 inches high.

Some of the devices are color coded so that their purpose can be associated with a general element of the cabinet system. This becomes evident as the presentation progresses.

At the first level (from the top) is a single rectangular device that extends from rail to rail and is approximately 5U in height. It has a screen and two keypads, a LED that has the word "ACTIVE" below it. It has 7 miscellaneous connectors. It has a toggle switch in the lower right that has the label "AUX" next to it. It has "OFF" on top and "ON" below it. In large letters, on the right side of the device are large letters "ATC." This is and Advanced Transportation Controller. This device is colored blue to indicate that it is the "Controller" element of the cabinet system.

At the second level is a single rectangular device that extends from rail to rail and is approximately 1U in height. It has a screen on the right of the device and columns of 5 LEDs extending over 50% of the device starting on the left. Between the columns of LEDs and the screen are large letters "ADU." This is an Auxiliary Display Unit. This device is colored pink to indicate that it is part of the "Monitoring" element of the cabinet system.

At the third level is the input assembly that that extends from rail to rail and it is approximately 4U in height. It contains thirteen smaller rectangular devices that are approximately 1.5 inches in width and 4.5 inches in height. The leftmost device is labeled "SIU." The other twelve devices are labeled "SU." The SIU is colored violet to indicate that it is part of the "Internal Bus" element of the cabinet system. The SUs are colored aqua to indicate they are the "Inputs" element of the cabinet system.

At the fourth level is the output assembly that extends from rail to rail and it is approximately 4U in height. It contains other devices. At the leftmost of the assembly, is a panel that is almost as tall as the assembly and about 4.5 inches wide. The panel contains what appear to be switches of various types. To the right of the panel is a smaller rectangular device that is approximately 2 inches in width and 4 inches in height. It is labeled "CMU." This is followed by nine other small rectangular devices that are approximately 1.5 inches in width and 4.5 inches in height. Eight of the devices are labeled "HDSP." The rightmost device is labeled "SIU." The CMU is colored pink to indicate that it is part of the "Monitoring" element of the cabinet system. The HDSPs are yellow to indicate the "Outputs" element of the cabinet system. The SIU is colored violet to indicate that it is a part of the "Internal Bus" element of the cabinet system.

At the fifth level is a single rectangular device that extends from rail to rail and is approximately 1U in height. It has assorted LEDs on the right side of the device. On the left side of the device is the label "CPS." This is the Cabinet Power Supply. The CPS is colored light grey to be representative of the "Power Supply" element of the cabinet system.

At the sixth level there are two different assemblies. The field termination assembly is a rectangular assembly that is attached toward the back of the cabinet. It appears to extend rail to rail and is 4U in height and has at least 8 columns of wiring terminators. There may be others terminators unseen. The service assembly is a rectangular assembly located in the front of the field termination assembly. It is attached to the right cabinet rail. It is approximately 5U in height and 5.5 inches wide. This assembly has what appear to be an assortment of switches, a standard power dual receptacle, and a small rectangular device that is approximately 1.5 inches in width and 4.5 inches in height. This device is labeled "HDFU." It is yellow to indicate that although it is located here, it is part of the "Outputs" element of the cabinet system.

Additionally, various parts of the graphic appear and/or are highlighted as part of the discussion:

)

Graphics: Ralph W. Boaz

Slide 12:

Options Within ATC 5301 v02

Slide 13:

Input Assembly

Slide 14:

Input Assembly (cont.)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Input Assembly (cont.)," contains photographs of three input assemblies. The photographs have two of the assemblies that are side-by-side and one centered below the other two. All three assemblies appear to be equal in height. The upper two assemblies are of equal width. The lower assembly is about two thirds of the width of the other two. The input assemblies have sensor units (also called detectors), SIUs and assorted switches in them. The sensors are approximately 1.15 inches in width and 4.5 inches in height. They have a metal handle on the right edge of the sensor that is about 3/4 the height of the sensor. The sensors have LEDs and toggle switches on them. The SIUs are approximately 1.5 inches in width and 4.5 inches in height. It has a DB9S female subminiature connector on it. There is a metal handle on the right edge of the SIU that is about 3/4 the height of the unit.

From left to right, the upper left input assembly has several small switches, on an approximate 1 inch panel, twelve sensor units and one SIU. The upper right input assembly has an SIU, six sensor units, an SIU and six sensor units. The lower input assembly has eight sensor units, an SIU and assorted switches on a 1.75" panel.

Additionally, various parts of the graphic appear and/or are highlighted as part of the discussion:

)

Photos by: Ralph W. Boaz

Slide 15:

Output Assembly

Slide 16:

Output Assembly (cont.)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Output Assembly (cont.)," contains photographs of three output assemblies. The photographs have two of the assemblies that are aligned vertically on the left of the slide and one the right. The two assemblies on the left each contain a single row of devices. The assembly on the right has two rows of devices. They all represent output assemblies of equal width. The output assemblies have HDSPs, SIUs, CMUs, panels with assorted circuit breakers and switches.

The HDSPs are approximately 1.1 inches in width and 4.5 inches in height. They have a metal handle on the right edge of the HDSP that is about 3/4 the height of the HDSP. The HDSPs have LEDs and a button on them. The SIUs are approximately 1.5 inches in width and 4.5 inches in height. It has a DB9S female subminiature connector on it. The CMUs are approximately 2.3 inches in width and 4.2 inches in height. They have a rounded plastic key located towards the top right of the unit and an RJ45 jack towards the bottom left of the unit and numerous LEDs. There is a metal handle that goes from the center bottom of the CMU to about halfway up the unit.

From left to right, the upper left output assembly has several switches on an approximate two inch wide panel, eight HDSPs, an SIU and a CMU. The bottom left output assembly has four black circuit breakers and assorted switches on an approximate 3 inch wide panel, a CMU, eight HDSPs, and an SIU. The right output assembly has two rows. The upper row of the assembly has four circuit breakers on an approximate four inch panel, a CMU, eight HDSPs and an SIU. The lower row of the assembly has four circuit breakers and assorted switches on an approximate 6 inch wide panel, eight HDSPs and an SIU.

Additionally, various parts of the graphic appear and/or are highlighted as part of the discussion:

)

Photos by: Ralph W. Boaz

Slide 17:

Field Termination Assembly (FTA)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Field Termination Assembly," contains photographs of three field termination assemblies arranged across the lower part of the slide. They are large panels that expand the width of the cabinet. They have rows and columns of wire terminal blocks which are small green plastic sockets where field wires can be secured into the cabinet system. There are also cubic electronic devices that appear to be 2.5" High x 2" wide. These are called flash transfer relays.

The left field termination assembly has 8 columns by 5 rows of terminal blocks that connect three wires each horizontally. Above each column of terminal blocks is a flash transfer relay. The middle field termination assembly has 8 columns by 2 rows of terminal blocks that connect six wires per terminator vertically. Above each column of terminal blocks is a flash transfer relay. The right field termination assembly has 8 columns by 12 rows of terminal blocks that connect three wires each horizontally. Above each column of terminal blocks is a flash transfer relay. There may be additional connectors above the flash transfer relays but they are blurry in the photograph.)

Slide 18:

Service Assembly

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Service Assembly," contains photographs of two service assemblies arranged across the lower part of the slide. The service assembly on the left is approximately 6 inches wide and 9 inches high. The upper left portion of the assembly has a High Density Flasher Unit (HDFU). To the right of the HDFU and towards the top there are four switches. Below the switches is a duplex GFCI electrical outlet. In the lower part of the assembly are four circuit breakers. The service assembly on the right is approximately 8 inches wide and 8 inches high. The upper left portion of the assembly has two HDFUs side by side. To the right of the HDFUs and towards the top there are eight switches. To the right of the switches is a duplex GFCI electrical outlet. In the lower part of the assembly are six circuit breakers.)

Photos by: Ralph W. Boaz

Slide 19:

Serial Interface Unit (SIU)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Serial Interface Unit (SIU)," contains a photograph of an SIU. It is at an angle so that a circuit board can be seen extending backwards. The front panel is 1.5 inches in width and 4.5 inches in height. The identifier 2218 is at the top right. There are six LEDs aligned on the left side of the front panel with labels to the right as follows:

Below the LEDs is a DB9S female subminiature connector with the label "EIA 232" above it. Below the DB9S connector is a button labeled "RESET.")

Photo Courtesy of Eberle Design, Inc.

Slide 20:

High Density Switch Pack / Flasher Unit (HDSP/FU)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "High Density Switch Pack / Flasher Unit (HDSP/FU)," contains photographs of two HDSP/FU devices side-by-side. It is at an angle so that a circuit board can be seen extending backwards. The front panel is 1.12 inches in width and 4.5 inches in height. The identifier 2202-HV is at the top of the HDSP/FU on the left side. The identifier 2202-HV is at the top of the HDSP/FU on the right side. The rest of the two front panels are identical. Below the identifier there are four LEDs labeled as follows:

Below the DIAG LED is a label "FLASHER 1" and below this is the label "1 2" where the numbers are directly above two LEDs. To the left of these to LEDs is the label "ID." Below the two LEDs are three LEDS in a row with the label "CH1" to the right. More towards the bottom of the HDSP is a label "FLASHER 2" and below this is the label "1 2" where the numbers are directly above two LEDs. To the left of these to LEDs is the label "ID." Below the two LEDs are three LEDS in a row with the label "CH2" to the right. At the bottom of the HDSP is a button labeled "RESET.")

Photos Courtesy of Eberle Design, Inc.

Slide 21:

Cabinet Monitor Unit (CMU)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Cabinet Monitor Unit (CMU)," contains a photograph of a CMU. It is at an angle so that a circuit board can be seen extending backwards. The front panel is 2.34 inches in width and 4.17 inches in height. The identifier 2212-HV is at the top left. In the upper right the bow of a key is shown with the text "Data Key" next to it. There are thirteen LEDs aligned on the right side with labels to the left of them as follows:

About 1/3 of the way down from the top of the panel is a button labeled "RESET." Below that is an LED labeled "Power." Below that are two LEDs aligned horizontally labeled "SB#1 RxD" and "SB#3 RxD," respectively. There is an RJ45 jack towards the bottom left of the unit. There is a metal handle that goes from the center bottom of the CMU to about halfway up the unit.)

Photo Courtesy of Eberle Design, Inc.

Slide 22:

Cabinet Power Supply (CPS)

Slide 23:

Cabinet Power Supply (CPS) (cont.)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Cabinet Power Supply (CPS) (cont.)," contains three photographs of CPS units and a rectangular graphic. They are arranged with one CPS photograph on the left side of the slide and two CPS units on the right side aligned vertically. The rectangular graphic is aligned with the other CPS units on the right.

The CPS unit on the left is at an angle so that a circuit board can be seen extending backwards. The front panel is 1.7 inches in width and 4.5 inches in height. The identifier PS2217 it has an LED just below and to the right of the identifier labeled AC LINE 3A SB. In the middle of the panel are two LEDs aligned horizontally. They are labeled "48 VDC 1.6A SB" and "24 VDC 24A SB," respectively. There is a metal handle that goes from the left-center bottom of the CMU vertically up 3/4 of the unit.

The top CPS unit on the right is facing forward. The front panel is 19 inches in width and 1.7 inches in height. There are two rows of items on the front panel. The top row has the following: a small circular socket labeled "12 VDC," a small circular socket labeled "GND," a small circular socket labeled "24 VDC," the CPS identifier "MODEL 2216-2412-HV," a small circular socket labeled "48 VDC," and a small circular socket labeled "AC NEUTRAL." The second row has the following: a slotted fuse holder (looks like the top of a screw) labeled "8A S.B.," an LED labeled "12 VDC," an LED labeled "24 VDC," a slotted fuse holder labeled "8A S.B.," a LED labeled "48 VDC," a slotted fuse holder labeled "2A S.B.," a slotted fuse holder labeled "3A S.B.," and an LED labeled "AC LINE."

The CPS unit below the previous one the right is facing forward. The front panel is 19 inches in width and 1.7 inches in height. There are two rows of items on the front panel. The top row has the following: a small circular socket labeled "24 VDC," a small circular socket labeled "LGND," a small circular socket labeled "48 VDC," a small circular socket labeled "GND," and the CPS identifier "MODEL PS2248-HV." The second row has the following: an LED labeled "24 VDC," a slotted fuse holder (looks like the top of a screw) labeled "8A-DC S.B.," an LED labeled "48 VDC," a slotted fuse holder labeled "12A-DC,"an LED labeled "AC LINE," and a slotted fuse holder labeled "10A S.B."

Below the CPS photographs on the right is a rectangle labeled "Manufacturer-Specific Design.")

Photos Courtesy of Eberle Design, Inc.

Slide 24:

Auxiliary Display Unit (ADU)

Slide 25:

Auxiliary Display Unit (ADU) (cont.)

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Auxiliary Display Unit (ADU) (cont.)," contains two photographs of ADUs. They are centered in the slide facing front one above the other.

The top ADU is 19 inches in width and 1.7 inches in height. Using approximately 2/3 of the front panel are 32 columns of numbers and LEDs. To the left of the columns is the label "CHANNEL" indicating that the top row represents the number of the output channel of the cabinet. Each column is numbered sequentially along the top row 1-32. To the left of the columns is the label "STATUS" indicating that the second row which has LEDs represents the status of the channel. Between the 14th and 15th columns and the 28th and 29th columns are the letters R, Y and G identifying the 2nd, 3rd and 4th row of LEDs. There are white squares below each column. To the right of the columns is a rectangular button labeled "HELP." To the right of the button is a Liquid Crystal Display (LCD). To the right of the display are four rectangular buttons labeled "NEXT," "BACK," "SEL," and "EXIT." On the right side of the front panel are two LEDs with one above the other. The bottom LED is labeled "SB#3 RxD." There are is a label beneath the LCD that says "CMU Auxiliary Display Unit."

The bottom ADU is 14 inches in width and 1.7 inches in height. IT is similar in appearance except that it has only 20 columns that are numbered 1-16 and 29-32. There are is a label beneath the LCD that says "ASU 2220C.")

Upper Photo Courtesy of Eberle Design, Inc. Lower Photo By Ralph W. Boaz

Slide 26:

Sensor Unit (SU)

Slide 27:

Activity Placeholder: This slide has the word “Activity” in large letters at the top of the slide, with a graphic of a hand on a computer keyboard below it.

Slide 28:

Question

Which of the following is a true statement? Answer Choices

  1. ATC 5301 defines a controller as part of the cabinet system
  2. ATC 5301 defines all mechanical specifications of each assembly
  3. Serial Interface Units are optional in ATC Cabinets
  4. Where there are defined options in ATC 5301, the agency specification should remove ambiguities

Slide 29:

Review of Answers

A small graphical red and yellow X representing incorrect.a) ATC 5301 defines a controller as part of the cabinet system
Incorrect. An ATC unit is defined by the ATC 5201 and ATC 5401 Standards.

A small graphical red and yellow X representing incorrect.b) ATC 5301 defines all mechanical specifications of each assembly
Incorrect. Mechanical specifications are only included where element interchangeability desired.

A small graphical red and yellow X representing incorrect.c) Serial Interface Units are optional in ATC Cabinets
Incorrect. Serial Interface Units are required for communications within the ATC cabinet system.

A small graphical green and yellow check mark representing correct.d) Where there are defined options in ATC 5301, the agency specification should remove ambiguities
Correct. This helps vendors know where they may innovate.

Slide 30:

Learning Objective 2

Slide 31:

Systems Engineering Approach to Developing an ATC Cabinet Procurement Specification

IEEE - Systems Engineering

An interdisciplinary collaborative approach to derive, evolve, and verify a life cycle balanced system solution that satisfies customer expectations and meets public acceptability.

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Systems Engineering Approach to Developing an ATC Cabinet Procurement Specification," uses a graphic that illustrates the systems engineering process used in standards development. This graphic introduces three circles evenly spaced in a descending fashion from left to right. They contain the text "User Needs," "Requirements" and "Design," respectively. There is a curved arrow leading from the "User Needs" circle to the "Requirements" circle. There is a curved arrow leading from the "Requirements" circle to the "User Needs" circle. This same arrangement of arrows occurs between the "Requirements" circle and the "Design" circle.)

Graphics: Ralph W. Boaz

Slide 32:

Definition of a "Well-Formed" Requirement

[Actor] [Action] [Target] [Constraint] [Localization]

[Localization] [Actor] [Action] [Target] [Constraint]

Actor - Identifies who or what does the action

Action - Identifies what is to happen

Target - Identifies who or what receives the action

Constraint - Identifies how to measure success or failure of the requirement

Localization - Identifies the circumstances under which the requirement applies

Localization and constraint portions are important but not all requirements will have both.

Slide 33:

Example Well-Formed Requirement

[Actor] [Action] [Target] [Constraint] [Localization]

[Localization] [Actor] [Action] [Target] [Constraint]

5.3.7 Color Graphics Display

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Example Well-Formed Requirement," provides an example requirement. As the instructor speaks, five rounded rectangles appear which encompass various parts of the requirement that are part of the structure of a well-formed requirement. The rounded rectangles are identified by uppercase text using arrows. The words "The transportation controller" are encompassed by a rounded rectangle and pointed to by "ACTOR." The words "shall provide" are encompassed by a rounded rectangle and pointed to by "ACTION." The words "a liquid crystal" and "display (LCD)" are encompassed by rounded rectangles and pointed to by "TARGET." The words "that is capable of color graphics" are by a rounded rectangle and pointed to by "CONSTRAINT.")

If a requirement can't be stated In this simple format, you probably need to use multiple requirements.

Graphics: Ralph W. Boaz

Slide 34:

Characteristics of Well-Formed Requirements

Slide 35:

Characteristics of Well-Formed Requirements (cont.)

Slide 36:

Relationships of User Needs and Requirements

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Relationships of User Needs and Requirements," uses graphics to highlight the relationships between user needs and requirements. User needs are represented by green boxes on the left side of the slide labeled "Need #1," "Need #2," "Need #3," and "Need #4." Requirements are represented by green boxes on the right side of the slide labeled "Requirement #1," "Requirement #2," "Requirement #3," and "Requirement #4." Three relationships between the user needs and the requirements are represented using solid blue lines with arrows on each end connecting the needs and requirements as follows:

)

Graphics: Ralph W. Boaz

Slide 37:

Traceability in ATC 5301 v02

Please see Extended Text Description below.

(Extended Text Description: This slide shows the table below with sections highlighted by rounded rectangles as the instructor discusses the requirement, the justification for the requirement and the related design elements - rounded rectangles appear around the rows 1-4, rows 5-6 and row 7, respectively:

Verify the Requirement
Requirement ID Requirement Title
5.13.1 Diagnostic Display Local Display
Requirement Text
The TFCS shall contain a Diagnostic Display Unit (DDU) which supports local display of both historical and current cabinet status and log data collected by the monitoring subsystem.
Justification for the Requirement:
1. The user needs the TFCS to be of a design that reduces the time required for maintenance personnel to perform maintenance actions in the field.
Source for Justification:
1. UN ID 4.3.1.20
Related Design Elements
1. 6.5 Model 2220 Auxiliary Display Unit

)

Slide 38:

Guidance on ATC Cabinet Requirements

Slide 39:

Writing Requirements

7.1.1 Modern ITS Standards and Specifications

The city needs the transportation infrastructure to be based on modern ITS standards and specifications. Much of the city's ITS infrastructure is based on 25-40 year old technology. Infrastructure based on modern ITS standards provides choices for ITS solutions today and in the future. It also offers the best opportunity to leverage new technologies for mobility and safety.

Requirement(s)

8.1.2 ATC Cabinet Conformance

The TFCS shall have a certificate of its conformance to ATC 5301 v02 from an agency approved test facility.

Slide 40:

Writing Requirements Based On User Needs

7.2.1 Existing Foundations

The city needs TFCS to use existing cabinet foundations at signalized intersections. Intersections outside the downtown area have Caltrans 332 cabinet foundations. The downtown has both Caltrans 332 cabinet foundations and pedestal mounts for Caltrans 336 cabinets. The city wants to avoid the cost of having to replace foundations when installing a new cabinet system.

Requirement(s)

8.2.1 Standard Cabinet Foundation

The TFCS shall have a cabinet shell and mounting compatible with Cabinet Housing 1B as defined by the Caltrans TEES 2009.

8.2.2 Downtown Cabinet Foundation

The TFCS shall have a cabinet shell and mounting compatible with Cabinet Housing 2 with pedestal adapter as defined by Caltrans TEES 2009.

Slide 41:

Writing Requirements Based On User Needs

7.4.1 120 VAC Service Power

The city needs the TFCS to operate using existing 120 VAC service power. Numerous on street devices require 120 VAC including traffic signal displays and the cities Changeable Lane Assignment System (CLAS) and lighted cross walks.

Requirement(s)

8.1.3 120 VAC Service Power

The TFCS shall accept a nominal service power of 120 VAC at 60 Hz.

Slide 42:

Writing Requirements Based On User Needs

7.8.1 Standard Cabinet Configuration

The city needs a TFCS configuration that is suitable for intersections that are outside the downtown area. The number of inputs and outputs need to support 80% or more of the intersections in this configuration. The city has plans to include a UPS in the cabinet and network equipment. Room is required for Connected Vehicle Roadside Equipment once the city chooses to deploy it. The city is identifying this configuration for ease of procurement.

Requirement(s)

8.4.1 Standard Cabinet Input Channels

For Standard Cabinet Configurations, the TFCS shall have an input assembly with a minimum of 24 sensor channels.

8.5.1 Standard Cabinet Output Channels

For Standard Cabinet Configurations, the TFCS shall have an output assembly with a minimum of 16 output channels.

Slide 43:

Writing Requirements Based On User Needs

7.8.2 Downtown Cabinet Configuration

The city needs a configuration TFCS that is suitable for intersections that are in the downtown area. The number of inputs and outputs need to support 80% or more of the intersections in this configuration. The city has plans to include a UPS in the cabinet and network equipment. Room is required for Connected Vehicle Roadside Equipment once the city chooses to deploy it. The city is identifying this configuration for ease of procurement.

Requirement(s)

8.4.2 Downtown Cabinet Input Channels

For Downtown Cabinet Configurations, the TFCS shall have an input assembly with a minimum of 16 sensor inputs.

8.5.2 Downtown Cabinet Output Channels

For Downtown Cabinet Configurations, the TFCS shall have an output assembly with a minimum of 8 output channels.

Slide 44:

Writing Requirements Based On User Needs

7.4.2 Multiple Applications

The city needs the TFCS to be used for multiple and concurrently running applications. The city wishes to operate multiple concurrent applications on a single controller unit as part of the TFCS. The city may have a single TFCS operate multiple intersections simultaneously, adjacent ramp meters, and smart city applications not yet identified.

Requirement(s)

8.3.1 Advanced Transportation Controllers

The TFCS shall use a transportation controller that conforms to ATC 5201 v06A

8.3.2 Application Programming Interface

The TFCS shall use a transportation controller that is equipped with API Software that conforms to ATC 5401 v02A

Slide 45:

Writing Requirements Based On User Needs

7.2.2 Physical Security

The city needs TFCS enclosure that inhibits unauthorized entry into the cabinet. The enclosure should be tamper resistant and use technology to restrict access to unauthorized users. Use of the common #2 key in some areas of the city has resulted in unauthorized access and vandalism.

Requirement(s)

8.2.10 Cabinet Locks

The TFCS shall have a cabinet locking mechanism that uses a programmable key.

Slide 46:

Activity Placeholder: This slide has the word “Activity” in large letters at the top of the slide, with a graphic of a hand on a computer keyboard below it.

Slide 47:

Question

Which of the following would complete a well-formed requirement for our specification?

The TFCS shall…

Answer Choices

  1. be weather resistant
  2. certify conformance to the NEMA TS 2 Standard v06
  3. utilize a Model 2220 Auxiliary Display Unit as defined by ATC 5301 v02
  4. All of the above

Slide 48:

Review of Answers

A small graphical red and yellow X representing incorrect.a) be weather resistant
Incorrect. This is not specific enough to be verifiable.

A small graphical red and yellow X representing incorrect.b) conform to the NEMA TS 2-2016
Incorrect. This is inconsistent. A cabinet system cannot conform to both NEMA TS 2-2016 and ATC 5301 v02.

A small graphical green and yellow check mark representing correct.c) utilize a Model 2220 Auxiliary Display Unit as defined by ATC 5301 v02
Correct! This requires that the cabinet system to use an ADU as defined in the standard.

A small graphical red and yellow X representing incorrect.d) All of the above
Incorrect. A and B do not make well-formed requirements.

Slide 49:

Learning Objective 3

Slide 50:

Considerations in Creating a Procurement Specification

  1. Agencies may have a "standing specification" for multiple projects or have a specification for a single project
  2. Small number of agencies create a specification with complete detail on electrical, mechanical, and communications requirements
    • e.g. Caltrans, New York City
  3. Sometimes agencies "spec-in" a particular vendor
    • Technical reasons
    • Nontechnical reasons
  4. Content of specification may be influenced by how a project is awarded
    • Low bid, scoring method, others

Slide 51:

Considerations in Creating a Procurement Specification (cont.)

  1. Recommend that requirements in specification are written to a level of detail that is necessary (not more)
    • e.g. Mounting
    • Be careful with mechanical drawings

Slide 52:

Turn the ConOps into a Specification

Please see Extended Text Description below.

(Extended Text Description: This slide contains the following bullet list:

  1. Purpose of Document
  2. Scope of the Project
  3. Referenced Documents
  4. Background
  5. Concept for the Proposed Procurement
  6. User Oriented Operational Description
  7. User Needs
  8. Appendices

Additionally, a rectangle with the word "Requirements" appears in the lower right quadrant of the slide with an arrow that extends from the rectangle to a spot between the words "User Needs" and "Appendices" on the slide.)

Slide 53:

Example Outline for an Agency Specification

  1. Purpose of Document
  2. Scope of the Project
  3. Referenced Documents
  4. Background
  5. Concept for the Proposed Procurement
  6. User-Oriented Operational Description
  7. User Needs
  8. Requirements
  9. Appendices

Slide 54:

Example Requirements Section

8. Requirements

8.1 General Requirements
8.2 Housing and Mounting Requirements
8.3 Controller Requirements
8.4 Input Assembly Requirements
8.5 Output Assembly Requirements
8.6 Field Termination Assembly Requirements
8.7 Service Assembly Requirements
8.8 Environmental and Testing Requirements
8.9 Warranty Requirements
8.10 Documentation Requirements
8.11 Procurement Requirements

Important!

Whatever is not covered in ATC 5301 v02 or is tailored for the agency should be included in the specification.

Slide 55:

Activity Placeholder: This slide has the word “Activity” in large letters at the top of the slide, with a graphic of a hand on a computer keyboard below it.

Slide 56:

Question

Which of the following is a correct statement? Answer Choices

  1. It's best to use Warranty Requirements found ATC 5301
  2. Requirements are a major part of the ConOps
  3. Almost any part of the procurement process may have requirements in a procurement specification
  4. Most agencies create specifications with complete electrical, mechanical, and communications details

Slide 57:

Review of Answers

A small graphical red and yellow X representing incorrect.a) It's best to use Warranty Requirements found ATC 5301
Incorrect. There are no warranty requirements in ATC 5301 v02.

A small graphical red and yellow X representing incorrect.b) Requirements are a major part of the ConOps
Incorrect. Requirements are not a part of the ConOps. User needs are.

A small graphical green and yellow check mark representing correct.c) Almost any part of the procurement process may have requirements in a procurement specification
Correct! Agencies should strive to make the procurement process clear and set expectations.

A small graphical red and yellow X representing incorrect.d) Most agencies create specifications with complete electrical, mechanical, and communications details
Incorrect. Most agencies only need engineering details in select areas based on their needs and requirements.

Slide 58:

Learning Objective 4

Verify the ATC Cabinet specification

Slide 59:

Systems Engineering Approach to Developing a Procurement Specification

Please see Extended Text Description below.

(Extended Text Description: This slide, entitled "Systems Engineering Approach to Developing an ATC Cabinet Procurement Specification," uses a graphic that illustrates the systems engineering process used to develop a specification. There are two circles evenly spaced in a descending fashion from left to right in the center of the slide representing processes. They contain the text "User Needs Dev" and "Reqmts Dev" representing user needs development and requirements development, respectively. There is a curved arrow extending from the user needs process to the requirements process. There is a curved arrow extending from the requirements process to the user needs process. There are three rectangular graphics with lines across them representing documents. The first document is located at the top of the slide and is labeled "Strategic and Regional Plans." It has a curved arrow extending from the document to the user needs process. There is a curved arrow extending from the user needs process to the second document located in the lower left of the slide that is labeled "Concept of Operations." There is a curved arrow extending from the requirements process to the third document located in the lower right of the slide that is labeled "Agency Specification." There are dotted double arrows extending between the first and second documents and between the second and third documents. The double arrows are labeled "Traceability." There are two stick figures labeled "Stakeholders" in the upper right of the slide. There is an arrow extending from the stick figures to the user needs process. There is another arrow extending from the stick figures to the requirements process.)

Graphics: Ralph W. Boaz

Slide 60:

Walk-throughs

Slide 61:

Walk-through Workbook for User Needs

UN ID UN Name User Need Comments
Major desired capability? Rationale accurately captured?
7.2.1 Existing Foundations The city needs TFCS to use existing cabinet foundations at signalized intersections. Intersections outside the downtown area have Caltrans 332 cabinet foundations. The downtown has both Caltrans 332 cabinet foundations and pedestal mounts for Caltrans 336 cabinets. The city wants to avoid the cost of having to replace foundations when installing a new cabinet system.  
7.2.2 … …  
7.2.3 … …  

Slide 62:

Walk-through Workbook for Requirements

UN ID UN Name User Need Comments
Major desired capability? Rationale accurately captured?
7.2.1 Existing Foundations The city needs TFCS to use existing cabinet foundations at signalized intersections. Intersections outside the downtown area have Caltrans 332 cabinet foundations. The downtown has both Caltrans 332 cabinet foundations and pedestal mounts for Caltrans 336 cabinets. The city wants to avoid the cost of having to replace foundations when installing a new cabinet system.  
Req ID Req Name Requirement Comments
Well-formed? Logical consistent w/UN, parent/sibling requirements? Feasible? Verifiable: Inspection? Analysis? Demonstration? Test?
8.2.1 Standard Cabinet Foundation The TFCS shall have a cabinet shell and mounting compatible with Cabinet Housing 1B as defined by the Caltrans TEES 2009.  
8.2.2 Downtown Cabinet Foundation The TFCS shall have a cabinet shell and mounting compatible with Cabinet Housing 2 with pedestal adapter as defined by Caltrans TEES 2009.  

Slide 63:

Verifying a Specification - Exercise

7.8.1 Standard Cabinet Configuration

The city needs a TFCS configuration that is suitable for intersections that are outside the downtown area. The number of inputs and outputs need to support 80% or more of the intersections in this configuration. The city has plans to include a UPS in the cabinet and network equipment. Room is required for Connected Vehicle Roadside Equipment once the city chooses to deploy it. The city is identifying this configuration for ease of procurement.

Requirement(s)

8.4.1 Standard Cabinet Input Channels

8.5.1 Standard Cabinet Output Channels

8.2.5 Standard Cabinet Reserve Area

For Standard Cabinet Configurations, the TFCS shall have a reserve space that is a minimum of 14 inches high and 3.25 cubic feet of space has shown in Figure 8-1.

Slide 64:

Verifying a Specification - Exercise (cont.)

Please see Extended Text Description below.

(Extended Text Description: This slide has an example diagram of a rectangular cuboid representative of a cabinet rack that is used to hold equipment. It is twice the height as it is wide. Within the cabinet rack, towards the bottom is a smaller cuboid that is the same width and depth of the cabinet rack but only 1/4 of the height. It is labeled "Reserve Area (min 3.25 ft3)." To the right of the cabinet rack are the following bullet points:

)

Figure 8-1 Reserve Area for Standard Cabinet Configurations

Graphics: Ralph W. Boaz

Slide 65:

Verifying a Specification - Exercise (cont.)

User needs for downtown pedestal mount cabinets must be re-evaluated!

Slide 66:

Verifying the Specification Using Traceability

Slide 67:

Needs-To-Requirements Traceability

Slide 68:

Needs-To-Requirements Traceability (cont.)

Slide 69:

Needs-to-Requirements Traceability Matrix (NRTM)

UN ID User Need Req ID Requirement
7.8.1 Standard Cabinet Configuration 8.2.5 Standard Cabinet Reserve Area
  8.4.1 Standard Cabinet Input Channels
8.5.2 Standard Cabinet Output Channels
7.8.2 Downtown Cabinet Configuration 8.4.2 Downtown Cabinet Input Channels
  8.5.2 Downtown Cabinet Output Channels

Slide 70:

Full Traceability shown through Tables

UN ID User Need Source(s)
7.1.1 Modern ITS Standards and Specifications ITS Strategic Deployment Plan (4.1.1)
7.2.1 Existing Foundations Stakeholders (Public Works)
7.2.2 Physical Security Stakeholders (IT, Operations)
7.4.1 120 VAC Service Power Stakeholders
7.4.2 Multiple Applications Livable Community Plan (5.2.1)
7.8.1 Standard Cabinet Configuration Stakeholders (Procurement Office)
7.8.2 Downtown Cabinet Configuration Stakeholders (Procurement Office)
UN ID User Need Req ID Requirement
7.8.1 Standard Cabinet Configuration 8.2.5 Standard Cabinet Reserve Area
  8.4.1 Standard Cabinet Input Channels
8.5.2 Standard Cabinet Output Channels
7.8.2 Downtown Cabinet Configuration 8.4.2 Downtown Cabinet Input Channels
  8.5.2 Downtown Cabinet Output Channels

Slide 71:

Activity Placeholder: This slide has the word “Activity” in large letters at the top of the slide, with a graphic of a hand on a computer keyboard below it.

Slide 72:

Question

Which of the following is true statement? Answer Choices

  1. The rationale of a user need should be examined for requirements
  2. Every user need must be addressed by at least two requirements
  3. It's best to wait until the end of requirements development to start a traceability matrix
  4. All of the above

Slide 73:

Review of Answers

A small graphical green and yellow check mark representing correct.a) The rationale of a user need should be examined for potential requirements
Correct! The rationale of a user need provides understanding of the need and can be a source for requirements.

A small graphical red and yellow X representing incorrect.b) Every user need must be addressed by at least two requirements
Incorrect. Every user need must be addressed by at least one requirement.

A small graphical red and yellow X representing incorrect.c) It's best to wait until the end of requirements development to start a traceability matrix
Incorrect. Capturing traceability throughout the requirements development process is suggested.

A small graphical red and yellow X representing incorrect.d) All of the above
Incorrect. B and C were false statements.

Slide 74:

Module Summary

Slide 75:

ATC 5301 v02 Standards Curriculum

A small graphical green and yellow check mark representing correct.A322a:
Understanding User Needs for Transportation Field Cabinet Systems Using ATC 5301 v02

A small graphical green and yellow check mark representing correct.A322b:
Understanding Requirements for Transportation Field Cabinet Systems Using ATC 5301 v02

Slide 76:

Thank you for completing this module.

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