• Requirements Capture | ACE-Lab

    Comprehend · Control Engineering

    Requirements Capture

    Turning stakeholder needs into clear, measurable requirements before detailed control-system design begins.

    Key Learning Outcomes

    By the end of this section, you should be able to:

    01

    Explain why requirements capture is undertaken before detailed control-system design.

    02

    Distinguish between a stakeholder need, an engineering requirement and a design decision.

    03

    Write clear, measurable and verifiable requirements for a control-system application.

    04

    Relate requirements to the controlled variable, reference, disturbances, feedback architecture and verification.

    Requirements Capture in Engineering

    Requirements have already appeared throughout the previous sections. We first identified the controlled variable and the requirements that define the desired behaviour. We then showed how the desired value becomes the reference, which is compared with the measured output to generate an error. Finally, the complete feedback-control system showed how the controller, actuator, process, measurement device and feedback path work together to achieve the required behaviour.

    Requirements capture steps back to an earlier point in the engineering lifecycle: where does the requirement come from, and how is it defined before the control system is designed?

    In industry, requirements capture is commonly undertaken as part of systems engineering or requirements engineering. Stakeholder needs are clarified, operating conditions are identified and the resulting requirements are reviewed before being used to guide design and verification. The process is normally iterative rather than a single one-off activity.

    From Stakeholder Need to Engineering Requirement

    Requirements capture often begins with a stakeholder need. These statements describe the outcome that matters to the user or customer, but they may initially be too broad to verify directly.

    Stakeholder need

    “The room should be comfortable.”

    Engineering requirement

    “The temperature-control system shall maintain the indoor temperature at 25°C ± 1°C under the defined operating conditions.”

    The engineering requirement is more useful because it identifies the controlled variable, the target and an allowable tolerance. The operating conditions must also be defined so that the requirement can be tested consistently.

    A requirement should normally describe what the system must achieve, rather than immediately prescribing how it must be implemented. For example, maintaining 25°C ± 1°C is a performance requirement. Specifying a PID controller would normally be a design decision unless the solution is explicitly constrained to use PID.

    What should be captured?

    Controlled variable

    What physical quantity or behaviour must the system influence?

    Reference and performance

    What target is required, and how accurately or quickly must it be achieved?

    Operating conditions

    Under what environmental, load or usage conditions must the requirement hold?

    Disturbances

    What external influences could move the process away from the required behaviour?

    Constraints and interfaces

    What safety, regulatory, physical or interface constraints restrict the solution?

    Verification

    What evidence will demonstrate that the requirement has been satisfied?

    Requirements Traceability

    Once requirements have been agreed, engineers maintain traceability between the original need, the requirement, the design used to implement it and the evidence used to verify it.

    This becomes particularly important when a requirement changes. A tighter temperature tolerance, for example, may affect the sensor, controller, actuator, model and verification test.

    Exercises

    1

    A stakeholder states: “The room should be comfortable throughout the day.”

    1. Explain why this is useful as a stakeholder need but is not yet a verifiable engineering requirement.
    2. Identify the additional information that should be captured before the requirement is agreed.
    3. Rewrite the need as a clear engineering requirement using a shall statement.
    4. Identify two disturbances or operating conditions that should be considered.
    5. State how you would verify that the requirement has been satisfied.
    2

    Consider the following statements for the temperature-control system.

    Classify each statement as a stakeholder need, engineering requirement, design decision, disturbance or assumption:

    1. “The room should feel comfortable to occupants.”
    2. “The system shall maintain the indoor temperature at 25°C ± 1°C.”
    3. “A PID controller shall be used.”
    4. “The external door may be opened during normal operation.”
    5. “The room is assumed to have a maximum agreed occupancy.”
    1. Which statement would normally be considered a design choice rather than a performance requirement? Explain.
    2. For statement ii, identify the controlled variable, reference and allowable tolerance.
    3. Propose a suitable verification method for statement ii.
    3

    Choose one engineered system introduced previously.

    • autonomous vehicle;
    • unmanned aerial vehicle;
    • industrial robotic arm;
    • surgical robot;
    • autonomous delivery vehicle; or
    • another suitable engineered application.

    For your selected application:

    1. Identify a relevant stakeholder and the controlled variable.
    2. Define an appropriate reference or target.
    3. Write one measurable performance requirement.
    4. Identify at least two disturbances or operating conditions.
    5. Identify an appropriate measurement device and actuator.
    6. State how the requirement could be verified.
    7. Sketch the complete feedback-control block diagram and show how the requirement relates to it.

    Interesting Resources

    These resources provide an industry-focused route for extending the requirements concepts introduced in this section.

    INCOSE Requirements Working Group

    Industry-focused guidance on needs, requirements definition, writing good requirements, verification and lifecycle management.

    Explore resource ↗

    ISO/IEC/IEEE 29148:2018 Requirements Engineering

    The international requirements-engineering standard covering requirements processes and requirements-related information items.

    Explore resource ↗

    NASA Systems Engineering Handbook

    A practical systems-engineering reference covering stakeholder expectations, technical requirements, verification and validation.

    Explore resource ↗

    What Is Requirements Toolbox?

    A MathWorks introduction to authoring and linking requirements to MATLAB, Simulink, models and verification activities.

    Explore resource ↗

    Concluding Remarks

    Requirements capture defines what success means before detailed control-system design begins. It converts stakeholder needs into engineering statements that can guide design decisions and later be verified using evidence.

    The previous sections can now be connected directly: the requirement defines the desired behaviour; the reference represents the target used by the control system; feedback provides information about actual behaviour; and the controller and actuator influence the process in an attempt to satisfy the requirement despite disturbances.

    A useful requirement therefore defines not only the desired value, but also the relevant performance, operating conditions and verification method. Traceability then connects that requirement to the design, model, implementation and verification evidence.

    The next stage is to express control performance more precisely using quantities such as response time, steady-state error and overshoot before selecting, designing and tuning the controller.