Software and systems engineering -- Methods and tools for product line technical probe

This document, within the context of methods and tools for supporting the diagnosis of the organization's capability to adopt or improve software and systems product line engineering: — defines processes for product line technical probe; those processes are described in terms of purpose, inputs, tasks and outcomes; — defines method capabilities to support the defined tasks of each process; and — defines tool capabilities that automate or semi-automate tasks and methods. This document does not concern processes and capabilities of tools and methods for a single system but rather deals with those for a family of products.

Ingénierie du logiciel et des systèmes -- Méthodes et outils destinés à la vérification technique des gammes de produits

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Published
Publication Date
27-Nov-2019
Current Stage
6060 - International Standard published
Start Date
08-Nov-2019
Completion Date
28-Nov-2019
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ISO/IEC 26561:2019 - Software and systems engineering -- Methods and tools for product line technical probe
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INTERNATIONAL ISO/IEC
STANDARD 26561
First edition
2019-11
Software and systems engineering —
Methods and tools for product line
technical probe
Ingénierie du logiciel et des systèmes — Méthodes et outils destinés à
la vérification technique des gammes de produits
Reference number
ISO/IEC 26561:2019(E)
ISO/IEC 2019
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ISO/IEC 26561:2019(E)
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© ISO/IEC 2019

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Published in Switzerland
ii © ISO/IEC 2019 – All rights reserved
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ISO/IEC 26561:2019(E)
Contents Page

Foreword ..........................................................................................................................................................................................................................................v

Introduction ................................................................................................................................................................................................................................vi

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and Definitions .................................................................................................................................................................................... 1

4 Abbreviated terms .............................................................................................................................................................................................. 2

5 Reference model for product line technical probe ........................................................................................................... 2

5.1 Overview ...................................................................................................................................................................................................... 2

5.2 Reference model for product line technical probe ................................................................................................... 3

6 Product line technical probe management ............................................................................................................................... 6

6.1 General ........................................................................................................................................................................................................... 6

6.2 Technical probe planning ............................................................................................................................................................... 6

6.2.1 Principal constituents ................................................................................................................................................. 6

6.2.2 Establish technical probe goals ........................................................................................................................... 7

6.2.3 Define key procedures for technical probe ............................................................................................... 7

6.2.4 Formulate schedules and required resources for technical probe ....................................... 7

6.2.5 Specify how to monitor, measure, and control the effectiveness of

technical probe .................................................................................................................................................................. 8

6.2.6 Document the product line technical probe plan ................................................................................ 8

6.3 Technical probe enabling ............................................................................................................................................................... 9

6.3.1 Principal constituents ................................................................................................................................................. 9

6.3.2 Establish governance policy for technical probe ..............................................................................10

6.3.3 Mobilize qualified human resources for technical probe ..........................................................10

6.3.4 Identify infrastructure and resource needs for technical probe

operationalization and support .......................................................................................................................10

6.3.5 Enable quality assurance measurement for technical probe .................................................11

6.3.6 Improve technical probe process continuously .................................................................................11

6.4 Technical probe managing .........................................................................................................................................................12

6.4.1 Principal constituents ..............................................................................................................................................12

6.4.2 Tailor and allocate governance policy, R & R, and resources to relevant

sub functions of technical probe .....................................................................................................................13

6.4.3 Collect data from SSPL technical probe sub functions .................................................................13

6.4.4 Monitor, measure, and control technical probe operation and support .......................13

6.4.5 Manage actual operation and support of technical probe ........................................................14

6.4.6 Provide feedback to planning and enabling functions of technical probe ..................14

7 Product line technical probe operationalization ............................................................................................................15

7.1 General ........................................................................................................................................................................................................15

7.2 Technical probe preparation ....................................................................................................................................................15

7.2.1 Principal constituents ..............................................................................................................................................15

7.2.2 Review and refine the context of technical probe ............................................................................16

7.2.3 Specify the phases of technical probe .........................................................................................................16

7.2.4 Identify the organization’s SSPL stakeholders ....................................................................................17

7.2.5 Analyse the organization’s level of process maturity ....................................................................17

7.2.6 Distribute and gather preliminary phase questionnaire ...........................................................18

7.2.7 Analyse and document preliminary phase findings .......................................................................18

7.3 Technical probe operation .........................................................................................................................................................19

7.3.1 Principal constituents ..............................................................................................................................................19

7.3.2 Perform technical probe interview with organization’s SSPL stakeholders .............19

7.3.3 Capture relevant data from the interview ..............................................................................................20

7.3.4 Document the findings, strengths and weaknesses........................................................................20

7.3.5 Assess gaps between to-be and as-is ...........................................................................................................20

7.3.6 Provide recommendations ...................................................................................................................................20

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ISO/IEC 26561:2019(E)

7.4 Product line value estimation .................................................................................................................................................21

7.4.1 Principal constituents ..............................................................................................................................................21

7.4.2 Determine potential member products ....................................................................................................21

7.4.3 Measure potential reusability and opportunity .................................................................................22

7.4.4 Analyse the costs and benefits of a product line ...............................................................................22

7.4.5 Perform go/no-go decision to a product line basis .........................................................................23

7.4.6 Hand over product line value estimation results to scoping ..................................................23

7.5 Product line adoption scenarios structuring .............................................................................................................23

7.5.1 Principal constituents ..............................................................................................................................................23

7.5.2 Coordinate the adoption strategy with the technical probe results .................................24

7.5.3 Structure product line adoption scenarios ............................................................................................24

7.5.4 Document a draft CONOPS ...................................................................................................................................25

8 Product line technical probe support ..........................................................................................................................................25

8.1 General ........................................................................................................................................................................................................25

8.2 Quality assurance for technical probe .............................................................................................................................25

8.2.1 Principal constituents ..............................................................................................................................................25

8.2.2 Objectively evaluate technical probe process ......................................................................................26

8.2.3 Objectively evaluate technical probe work products ....................................................................27

8.2.4 Communicate and resolve noncompliance issues............................................................................27

8.2.5 Establish records of technical probe quality assurance activities .....................................27

8.3 Decision support for technical probe ...............................................................................................................................28

8.3.1 Principal constituents ..............................................................................................................................................28

8.3.2 Establish decision support policy for technical probe .................................................................29

8.3.3 Tailor decision procedure for technical probe ....................................................................................29

8.3.4 Guide the decision execution for technical probe ............................................................................30

8.3.5 Document the rationale for decisions concerning technical probe ..................................30

8.3.6 Learn from decision results of technical probe ..................................................................................31

8.4 Risk management for technical probe .............................................................................................................................31

8.4.1 Principal constituents ..............................................................................................................................................31

8.4.2 Identify risks related to the success of technical probe ..............................................................32

8.4.3 Develop mitigation plans for the identified risks .............................................................................33

8.4.4 Monitor the execution of the mitigation plan ......................................................................................33

8.4.5 Learn from actual results of risk management for technical probe .................................34

Annex A (informative) Exemplar multi-criteria decision mechanism for technical probe ......................35

Annex B (informative) Exemplar adoption scenario ........................................................................................................................37

Annex C (informative) Exemplar frameworks of maturity and questionnaire .....................................................38

Bibliography .............................................................................................................................................................................................................................39

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ISO/IEC 26561:2019(E)
Foreword

ISO (the International Organization for Standardization) and IEC (the International Electrotechnical

Commission) form the specialized system for worldwide standardization. National bodies that

are members of ISO or IEC participate in the development of International Standards through

technical committees established by the respective organization to deal with particular fields of

technical activity. ISO and IEC technical committees collaborate in fields of mutual interest. Other

international organizations, governmental and non-governmental, in liaison with ISO and IEC, also

take part in the work.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for

the different types of document should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject

of patent rights. ISO and IEC shall not be held responsible for identifying any or all such patent

rights. Details of any patent rights identified during the development of the document will be in the

Introduction and/or on the ISO list of patent declarations received (see www .iso .org/ patents) or the IEC

list of patent declarations received (see http:// patents .iec .ch).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso .org/

iso/ foreword .html.

This document was prepared by Joint Technical Committee ISO/IEC JTC 1, Information technology,

Subcommittee SC 7, Software and systems engineering.

Any feedback or questions on this document should be directed to the user’s national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
© ISO/IEC 2019 – All rights reserved v
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ISO/IEC 26561:2019(E)
Introduction

Software and Systems Product Line (SSPL) engineering and management creates, exploits and manages

a common platform to develop a family of products (e.g. software products, systems architectures) at

lower cost, with reduced time to market and better quality. As a result, it has gained increasing global

attention since the 1990s.

Product line technical probe diagnoses an organization’s ability necessary to successfully adopt product

line engineering and management. Product line engineering and management require abilities to deal

with markets, competitors, costs, benefits, two different and closely related domain and application

engineering processes, and the distribution of different domain and application engineering over

organizations. Before transitioning to product line engineering, an organization should assess its

ability from these aspects and decide whether or not to switch to product line engineering. Based on

the results of product line technical probe, an organization can establish plans to continuously improve

its abilities.
This document can be used in the following modes:

— by organizations that want to adopt SSPL for producing their products – to provide guidance on how

to probe the organization’s capabilities necessary to adopt or improve product line engineering;

— by a product line organization – to provide guidance on the evaluation and selection for methods

and tools for product line technical probe; and

— by providers of methods and/or tools – to provide guidance on implementing or developing methods

and/or tools by specifying a comprehensive set of methods and tools capabilities for supporting

product line technical probe.

The ISO/IEC 26550 family of standards addresses both engineering and management processes and

capabilities of methods and tools in terms of the key characteristics of product line development. This

document provides processes and capabilities of methods and tools for variability modelling in product

lines. Other standards in the ISO/IEC 26550 family are as follows:

ISO/IEC 26550, ISO/IEC 26551, ISO/IEC 26552, ISO/IEC 26553, ISO/IEC 26554, ISO/IEC 26555,

ISO/IEC 26556, ISO/IEC 26557, ISO/IEC 26558, ISO/IEC 26559 and ISO/IEC 26560 are published.

ISO/IEC 26562 is to be published. ISO/IEC 26563 and ISO/IEC 26564 are planned International

Standards.

— Processes and capabilities of methods and tools for domain requirements engineering and

application requirements engineering are provided in ISO/IEC 26551;

— Processes and capabilities of methods and tools for domain design and application design are

provided in ISO/IEC 26552;

— Processes and capabilities of methods and tools for domain realization and application realization

are provided in ISO/IEC 26553;

— Processes and capabilities of methods and tools for domain testing and application testing are

provided in ISO/IEC 26554;

— Processes and capabilities of methods and tools for technical management are provided in

ISO/IEC 26555;

— Processes and capabilities of methods and tools for organizational management are provided in

ISO/IEC 26556;

— Processes and capabilities of methods and tools for variability mechanisms are provided in

ISO/IEC 26557;

— Processes and capabilities of methods and tools for variability modelling are provided in

ISO/IEC 26558;
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ISO/IEC 26561:2019(E)

— Processes and capabilities of methods and tools for variability traceability are provided in

ISO/IEC 26559;

— Processes and capabilities of methods and tools for product management are provided in

ISO/IEC 26560;

— Processes and capabilities of methods and tools for product line transition management are provided

in ISO/IEC 26562 (International Standard under development);

— Processes and capabilities of methods and tools for configuration management of asset are provided

in ISO/IEC 26563 (planned International Standard);

— Processes and capabilities of methods and tools for product line measurement are provided in

ISO/IEC 26564 (planned International Standard);
— Others (ISO/IEC 26564 to ISO/IEC 26599): To be developed.
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INTERNATIONAL STANDARD ISO/IEC 26561:2019(E)
Software and systems engineering — Methods and tools for
product line technical probe
1 Scope

This document, within the context of methods and tools for supporting the diagnosis of the

organization’s capability to adopt or improve software and systems product line engineering:

— defines processes for product line technical probe; those processes are described in terms of

purpose, inputs, tasks and outcomes;
— defines method capabilities to support the defined tasks of each process; and
— defines tool capabilities that automate or semi-automate tasks and methods.

This document does not concern processes and capabilities of tools and methods for a single system but

rather deals with those for a family of products.
2 Normative references
There are no normative references in this document.
3 Terms and Definitions
For the purposes of this document, the following terms and definitions apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at http:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
aspect

special consideration within product line (3.9) engineering process groups and tasks to which one can

associate specialized methods and tools
3.2
main probe

phase to perform repetitive cycle for gathering and analysing data for finding strengths and challenges

of an organization
3.3
post-probe
optional phase to prepare action plans for addressing challenges
3.4
pre-probe

phase to understand an organization’s basic context such as current structure, terminology, product

maturity level, implementation and documentation
3.5
product line adoption plan

plan that describes the changes in process, organization structure, and product building methods to get

from the current to product line (3.9) engineering
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ISO/IEC 26561:2019(E)
3.6
product line adoption scenario

scenario that gives concrete sequence of actions related to product line (3.9) adoption

3.7
product line technical probe
technical probe
probe

diagnostic process for investigating the organization’s readiness to adopt, or ability to succeed with,

product line (3.9) engineering and management
3.8
product line transition
transition

switching to product line (3.9) engineering through the right procedures, so as to achieve business

objectives that lead an organization to product line engineering
3.9
software and systems product line
SSPL
product line

paradigm for the creation, exploitation, and management of a common platform for a family of products

Note 1 to entry: Typical goals of product lines are to lower costs, reduce time to market, and improve quality.

4 Abbreviated terms
CONOPS concept of operations
MCDM multiple condition decision method
5 Reference model for product line technical probe
5.1 Overview

A product line technical probe diagnoses an organization’s readiness to adopt product line engineering.

The technical probe includes whether an organization has abilities to succeed with product line

engineering. When an organization considers the adoption of product line engineering, a product line

technical probe informs an organization whether the organization has essential capabilities necessary

to adopt product line engineering and at which maturity level the organization is based on the essential

organizational, technical and software engineering framework. A product line technical probe provides

overall pictures about an organization’s current capability level compared with essential capabilities

necessary to successfully provide products that conform to market and customer needs.

In accordance with the results of a product line technical probe, an organization can make a go/no-

go decision about product line adoption; or in the case that an organization determines product

line adoption, it establishes and implements action plans for resolving weaknesses found, so an

organization can shift to product line engineering after it has the essential capabilities. During product

line engineering and management, a product line technical probe supports continuous improvements

of an organization’s product line capability.

Software and systems product line requires mature capability level in both system and software

engineering. In adopting a product line engineering approach, an organization extends the portfolio

management process of ISO/IEC/IEEE 15288 and applies specializations of its product development,

technical management, and infrastructure processes. Thus, a product line technical probe should

diagnose an organization’s ability from architecture and organizational management viewpoints as

well as process capability. For successful product line adoption, an organization should continuously

diagnose and improve its process, architecture, business, and organizational management capabilities.

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ISO/IEC 26561:2019(E)
5.2 Reference model for product line technical probe

The reference model specifies the structure of supporting processes and subprocesses for a product

line technical probe. As shown in Figure 1, a product line technical probe can be structured into three

processes: technical probe management, technical probe operationalization and technical probe

support. In the rest of this document, tasks, methods and tools are described in terms of processes and

subprocesses defined in the reference model.

Each process is divided into subprocesses and each subprocess is described in terms of the following

attributes:
— the title of the subprocess;
— the purpose of the subprocess;
— the inputs to produce the outcomes;
— the tasks to achieve the outcomes; and
— the outcomes of the subprocess.
Figure 1 — Reference model for the product line technical probe

The product line technical probe management process provides managerial supports for planning

technical probe (e.g. resource estimation, responsibility allocation, success measures), supports

for providing necessary resources, tools and infrastructures for realizing technical probe plans and

supports for analysing the plan versus actual status of technical probing. The product line technical

probe management shall do the following:

— technical probe planning establishes plans for initiating, operationalizing and supporting product

line technical probe;

— technical probe enabling defines, maintains and assures the availability of environments, guidance,

and measurement necessary to performing product line technical probe; and
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ISO/IEC 26561:2019(E)

— technical probe managing provides integrated management for the technical probe operationalization;

this subprocess reviews the technical probe operationalization’s actual status against plans,

controls issues and takes corrective actions if necessary.

The product line technical probe operationalization process performs operations for analysing an

organization’s readiness for adopting product line engineering and finding improvements required

for successful and suitable product line adoption. This process deals from the organization’s readiness

for technical probe to producing product line adoption scenarios. The product line technical probe

operationalization shall do the following:

— technical probe preparation initiates the product line technical probe by mobilizing participants and

resources; this subprocess performs preliminary technical probe for coordinating participants and

resources;

— technical probe operation performs the product line technical probe in accordance with the technical

probe plans;

— product line value estimating determines returns on investments in order to decide whether an

organization initiates product line transition or quits product line adoption; and

— product line adoption scenario structuring establishes the product line adop
...

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