![](media/image1.png){width="2.4583333333333335in" height="1.375in"}

***WBS Activity Guidelines & Recommendations***

**BTeV Document** (number to be assigned)

**31 January 2001**

**(Revised 3 March 2001)**

**Authors**

***Robert Downing & Ed Barsotti***

***Robert Downing Ed Barsotti***

***Fermilab, MS 368 Fermilab, MS 368\
P.O. Box 500 P.O. Box 500***

***Batavia, IL 60510 USA Batavia, IL 60510 USA***

***E-Mail: <rwd@fnal.gov> E-Mail: <barsotti@fnal.gov>***

***Phone: (630) 840-2671 Phone: (630) 840-4061\
FAX: (630) 840-8208 FAX: (630) 879-1245***

**How To Access This Document**

-   Access the first BTeV internal web page

-   Click on "BTeV WBS Level 2 Task Management Plans, Requirements, and
    Cost and Schedule"

-   Click under WBS & WBS Dictionaries on "Instructions & Templates"

**Revision History**

-   **March 3, 2001:** Removed 'DRAFT' from title page; removed hyphen
    from all references to trigger systems (*e.g.,* L-1 to L1)

***Table of Contents***

[1 Introduction 1](#introduction)

[2 Definition Of Terms 1](#definition-of-terms)

[3 Level 2 Tasks: WBS Activity Guidelines
2](#level-2-tasks-wbs-activity-guidelines)

[4 Level 3 & Lower-Level Tasks: WBS Activity Recommendations
2](#level-3-lower-level-tasks-wbs-activity-recommendations)

[4.1 Vertex and Toroidal Magnets & Beam Pipe Level 3 Tasks
2](#vertex-and-toroidal-magnets-beam-pipe-level-3-tasks)

[4.2 Front-End Detector Systems Level 3 & Some Level 4 Tasks
3](#front-end-detector-systems-level-3-some-level-4-tasks)

[4.3 Trigger Level 3 & Level 4 & Some Level 5 Tasks
4](#trigger-level-3-level-4-some-level-5-tasks)

[4.3.1 Trigger Level 3 and Level 4 Tasks
4](#trigger-level-3-and-level-4-tasks)

[4.3.2 Trigger Level 5 Tasks 5](#trigger-level-5-tasks)

[4.4 Data Acquisition, Controls/Monitoring, Timing, Control Room & Test
Electronics & Software Level 3 & Level 4 Tasks
6](#data-acquisition-controlsmonitoring-timing-control-room-test-electronics-software-level-3-level-4-tasks)

[4.5 System Installation, Integration and Commissioning Level 3 Tasks
7](#system-installation-integration-and-commissioning-level-3-tasks)

[4.6 BTeV Project Management Level 3 Tasks
7](#btev-project-management-level-3-tasks)

# Introduction

This document is intended to aid the user in developing a task-oriented
WBS for their BTeV project. The document gives guidelines and
recommendations for BTeV's WBS Level 2 through Level 5 Tasks. It's
sections contain the following information:

1.  Introduction

2.  Definition of terms

3.  WBS Activity guidelines for numbering and naming BTeV's Level 2
    Tasks

4.  WBS Activity recommendations for BTeV's Level 3, Level 4 and Level 5
    Tasks

This document should be used in conjunction with the document
'*Guidelines For Developing A Task-Oriented WBS Structure*'.

# Definition Of Terms

Various terms such as WBS, Activities, Level, Tasks, *etc.* will be
continuously used throughout the remainder of this document. The
following should help explain them:

> **WBS** Work Breakdown Structure: An organized list of jobs within an
> overall project such as BTeV. DOE requires a WBS and its accompanying
> WBS Dictionary
>
> **WBS Dictionary** A definition of each WBS item (job) giving enough
> information so a reader understands the job, who'll be doing the work,
> what is the scope of the work including required quantities, *etc.*
>
> **WBS Activity** One line (job, task, or item) in a WBS
>
> **WBS Number** A unique number given to each and every WBS Activity
>
> **Level** An indication of a WBS Activity's place in the WBS hierarchy
>
> **Level N WBS Activity** A WBS Activity with an N-digit WBS number
>
> **Level 2 Task** Name given by BTeV Management for a Level 2
> (two-digit) WBS Activity
>
> **Level 2 Manager** Name given by BTeV Management to the person
> responsible for a Level 2 WBS Activity
>
> **Level 3 Task** Name given by BTeV Management for a Level 3 WBS
> Activity.
>
> **Level 3 Leader** Name given by BTeV Management to the person
> responsible for a Level 3 WBS Activity
>
> **Level N Task** Name given by BTeV Management for any WBS Activity
> below a Level 3 WBS Activity where the 'N' corresponds to the WBS
> Activity.
>
> **Level N Leader** Name given by BTeV Management to the person
> responsible for a Level N (Level 4 or lower-level) WBS Activity
>
> **Task-Oriented WBS** A WBS containing all cost and schedule
> information for each of its WBS Activities and one based on doing
> tasks (verb-based) *vs*. material goods (noun-based). DOE requires a
> task-oriented WBS.
>
> **task** A WBS Activity at a particular level of the WBS (Level 2 or
> lower)
>
> **subtask(s)** WBS Activity(s) that are under (at a lower level of) a
> task

# Level 2 Tasks: WBS Activity Guidelines

The following are guidelines for numbering and naming BTeV's Level 2
Tasks (WBS Activities). The names are not fixed and may be changed if
deemed appropriate. Electronics and software have been combined in both
Level 2 Tasks 1.8 and 1.9.

1.  **BTeV Experiment**

    1.  **Vertex and Toroidal Magnets and Beam Pipe**

    2.  **Pixel Detector**

    3.  **RICH Detector**

    4.  **EM Calorimeter Detector**

    5.  **Muon Detector**

    6.  **Forward Tracker Straw Detector**

    7.  **Forward Tracker Silicon Microstrip Detector**

    8.  **Trigger Electronics and Software**

    9.  **Event Readout and Controls Electronics and Software**

    10. **System Installation, Integration and Commissioning**

    11. **BTeV Project Management**

Cost and scheduling for the offline projects from the Proposal costing
('Analysis and Simulation Facilities' and 'Algorithm and Other Software
and Integration') will be done separately to the above set of WBS
Activities.

Each Level 2 Task group is responsible for generating their task's WBS.
WBS Activity numbers and names for tasks given in this document are
strictly suggestions and/or topics that should be included in your WBS.
Most names come from the BTeV Proposal costing effort.

The technical, cost and schedule management of BTeV is made considerably
more efficient by having symmetry and consistency, to the extent
possible and practical, in the numbering and naming of similar WBS
Activities. The recommendations given in this section attempt to
accomplish this goal.

# Level 3 & Lower-Level Tasks: WBS Activity Recommendations

The following subsections give WBS Activity recommendations for Level 3
and lower-level WBS Activities.

## Vertex and Toroidal Magnets & Beam Pipe Level 3 Tasks

A possible list of Level 3 Tasks for the 'Vertex and Toroidal Magnets
and Beam Pipe' Level 2 Task is given below.

1.  **Vertex and Toroidal Magnets and Beam Pipe**

    1.  Vertex Magnet Acquisition

    2.  Vertex Magnet Modification and Assembly

    3.  Muon Toroids

    4.  Beam Pipes

    5.  Alarms and Limits Interface (to the Controls/Monitoring and
        Timing System)

    6.  Integration and Testing

    7.  ES&H

    8.  Transportation, Installation and Testing at C0

    9.  Vertex and Toroidal Magnets and Beam Pipe Task Management

## Front-End Detector Systems Level 3 & Some Level 4 Tasks

A possible list of Level 3 and some Level 4 Tasks for front-end detector
system Level 2 Tasks is given below.

2.  **Pixel Detector**

    1.  Detectors and Sensors

    2.  Front-End Electronics and Interconnections to Sensors

        1.  Multi-Chip-Modules and Interconnections to Sensors

        2.  Packaging, Powering, Monitoring, Cooling and Protection

        3.  Pixel ICs

    3.  Mechanical, Gas and Calibration Systems

    4.  Other Support Systems (*e.g.,* alignment system, laser pulser
        system)

    5.  Test Beam Studies

    6.  Alarms and Limits Interface (to the Controls/Monitoring and
        Timing System)

    7.  Hardware and Software Specific To Pixel Development and Testing

    8.  Pixel Detector Integration and Testing

    9.  Transportation to and Installation and Testing at C0

    10. ES&H

    11. Pixel Detector Task Management

3.  **RICH Detector**

    1.  Detectors and Sensors

    2.  Front-End Electronics and Interconnections to Sensors

        1.  Front-End Boards and Interconnections to Sensors

        2.  Packaging, Powering, Monitoring, Cooling and Protection

        3.  RICH ICs

    3.  Mechanical, Gas and Calibration Systems

    4.  Other Support Systems (*e.g.,* alignment system, laser pulser
        system)

    5.  Test Beam Studies

    6.  Alarms and Limits Interface (to the Controls/Monitoring and
        Timing System)

    7.  Hardware and Software Specific To RICH Development and Testing

    8.  RICH Detector Integration and Testing

    9.  ES&H

    10. Transportation to and Installation and Testing at C0

    11. RICH Detector Task Management

4.  **EM Calorimeter Detector**

    1.  Detectors and Sensors

    2.  Front-End Electronics and Interconnections to Sensors

        1.  Front-End Boards and Interconnections to Sensors

        2.  Packaging, Powering, Monitoring, Cooling and Protection

        3.  QIE ICs

    3.  Mechanical, Gas and Calibration Systems

    4.  Other Support Systems (*e.g.,* alignment system, laser pulser
        system)

    5.  Test Beam Studies

    6.  Alarms and Limits Interface (to the Controls/Monitoring and
        Timing System)

    7.  Hardware and Software Specific To EM Calorimeter Development and
        Testing

    8.  EM Calorimeter Detector Integration and Testing

    9.  ES&H

    10. Transportation to and Installation and Testing at C0

    11. EM Calorimeter Detector Task Management

5.  **Muon Detector**

    1.  Detectors and Sensors

    2.  Front-End Electronics and Interconnections to Sensors

        1.  Front-End Boards and Interconnections to Sensors

        2.  Packaging, Powering, Monitoring, Cooling and Protection

    3.  Mechanical, Gas and Calibration Systems

    4.  Other Support Systems (*e.g.,* alignment system, laser pulser
        system)

    5.  Test Beam Studies

    6.  Alarms and Limits Interface (to the Controls/Monitoring and
        Timing System)

    7.  Hardware and Software Specific To Muon Development and Testing

    8.  Muon Detector Integration and Testing

    9.  ES&H

    10. Transportation to and Installation and Testing at C0

    11. Muon Detector Task Management

6.  **Forward Tracker Straw Detector**

    1.  Detectors and Sensors

    2.  Front-End Electronics and Interconnections to Sensors

        1.  Front-End Boards and Interconnections to Sensors

        2.  Packaging, Powering, Monitoring, Cooling and Protection

        3.  TDC ICs

    3.  Mechanical, Gas and Calibration Systems

    4.  Other Support Systems (*e.g.,* alignment system, laser pulser
        system)

    5.  Test Beam Studies

    6.  Alarms and Limits Interface (to the Controls/Monitoring and
        Timing System)

    7.  Hardware and Software Specific To Straw Development and Testing

    8.  Forward Tracker Straw Detector Integration and Testing

    9.  ES&H

    10. Transportation to and Installation and Testing at C0

    11. Forward Tracker Straw Detector Task Management

7.  **Forward Tracker Silicon Microstrip Detector**

    1.  Detectors and Sensors

    2.  Front-End Electronics and Interconnections to Sensors

        1.  Multi-Chip-Modules and Interconnections to Sensors

        2.  Packaging, Powering, Monitoring, Cooling and Protection

        3.  Silicon ICs

    3.  Mechanical, Gas and Calibration Systems

    4.  Other Support Systems (*e.g.,* alignment system, laser pulser
        system)

    5.  Test Beam Studies

    6.  Alarms and Limits Interface (to the Controls/Monitoring and
        Timing System)

    7.  Hardware and Software Specific To Silicon Microstrip Development
        and Testing

    8.  Forward Tracker Silicon Microstrip Detector Integration and
        Testing

    9.  ES&H

    10. Transportation to and Installation and Testing at C0

    11. Forward Tracker Silicon Microstrip Detector Task Management

## Trigger Level 3 & Level 4 & Some Level 5 Tasks

The following subsections give WBS Activity recommendations for Level 3
and Level 4 and some Level 5 Tasks for the 'Trigger Electronics and
Software' Level 2 Task.

### Trigger Level 3 and Level 4 Tasks

A possible list of Level 3 and Level 4 Tasks for the 'Trigger
Electronics and Software' Level 2 Task is given below.

8.  **Trigger Electronics and Software**

    1.  L1 Trigger Electronics and Software

        1.  Pixel Trigger

        2.  Muon Trigger

        3.  Calibration and Random Triggers

        4.  Global L1 Trigger

        5.  L1 Trigger Supervisor and Monitor

    2.  L2 and L3 Trigger Algorithms, Electronics and Software

        1.  L2 Trigger Algorithms

        2.  L3 Trigger Algorithms

        3.  L2 and L3 Electronics & Software

    3.  Trigger Task Management

### Trigger Level 5 Tasks

A possible list of Level 5 Tasks for the 'Trigger Electronics and
Software' Level 2 Task is given below.

8.  **Trigger Electronics and Software**

    1.  **L1 Trigger Electronics and Software**

        1.  **Pixel Trigger**

            1.  Electronics

            2.  Packaging, Powering, Monitoring, Cooling and Protection

            3.  Alarms and Limits Interface (to the Controls/Monitoring
                and Timing System)

            4.  Hardware and Software Specific To Pixel Trigger
                Development and Testing

            5.  Software

            6.  Pixel Trigger Integration and Testing

            7.  ES&H

            8.  Transportation to and Installation and Testing at C0

            9.  Pixel Trigger Task Management

        2.  **Muon Trigger**

            1.  Electronics

            2.  Packaging, Powering, Monitoring, Cooling and Protection

            3.  Alarms and Limits Interface (to the Controls/Monitoring
                and Timing System)

            4.  Hardware and Software Specific To Muon Trigger
                Development and Testing

            5.  Software

            6.  Muon Trigger Integration and Testing

            7.  ES&H

            8.  Transportation to and Installation and Testing at C0

            9.  Muon Trigger Task Management

        3.  **Calibration and Random Triggers**

            1.  Electronics

            2.  Packaging, Powering, Monitoring, Cooling and Protection

            3.  Alarms and Limits Interface (to the Controls/Monitoring
                and Timing System)

            4.  Hardware and Software Specific To Calibration and Random
                Triggers Development and Testing

            5.  Software

            6.  Calibration and Random Triggers Integration and Testing

            7.  ES&H

            8.  Transportation to and Installation and Testing at C0

            9.  Calibration and Random Triggers Task Management

        4.  **Global L1 Trigger**

            1.  Electronics

            2.  Packaging, Powering, Monitoring, Cooling and Protection

            3.  Alarms and Limits Interface (to the Controls/Monitoring
                and Timing System)

            4.  Hardware and Software Specific To Global L1 Trigger
                Development and Testing

            5.  Software

            6.  Global L1 Trigger Integration and Testing

            7.  ES&H

            8.  Transportation to and Installation and Testing at C0

            9.  Global L1 Trigger Task Management

        5.  **L1 Trigger Supervisor and Monitor**

            1.  Electronics

            2.  Packaging, Powering, Monitoring, Cooling and Protection

            3.  Alarms and Limits Interface (to the Controls/Monitoring
                and Timing System)

            4.  Hardware and Software Specific to L1 Trigger Supervisor
                and Monitor Development and Testing

            5.  Software

            6.  L1 Trigger Supervisor and Monitor Integration and
                Testing

            7.  ES&H

            8.  Transportation to and Installation and Testing at C0

            9.  L1 Trigger Supervisor and Monitor Task Management

    2.  **L2 and L3 Trigger Algorithms, Electronics and Software**

        1.  **L2 Trigger Algorithms**

            1.  L2 Algorithm Software

            2.  Testing at C0

            3.  L2 Trigger Algorithms Task Management

        2.  **L3 Trigger Algorithms**

            1.  L3 Algorithm Software

            2.  Testing at C0

            3.  L3 Trigger Algorithms Task Management

        3.  **L2 and L3 Trigger Electronics and Software**

            1.  Processors

            2.  Infrastructure

            3.  Disk System

            4.  Network Connections

            5.  Tape Drives

            6.  Connections To The Feynmann Computing Center

            7.  Alarms and Limits Interface (to the Controls/Monitoring
                and Timing System

            8.  Hardware and Software Specific To L2 and L3 Trigger
                Development and Testing

            9.  Event Data Histogramming and Other Software

            10. L2 and L3 Trigger Integration and Testing

            11. ES&H

            12. Transportation to and Installation and Testing at C0

            13. L2 and L3 Trigger Task Management

    3.  **Trigger Task Management**

## Data Acquisition, Controls/Monitoring, Timing, Control Room & Test Electronics & Software Level 3 & Level 4 Tasks

The 'Event Readout and Controls Electronics and Software' Level 2 Task
includes for data acquisition, controls, monitoring, (fast) timing,
control room and test electronics and software. A possible list of Level
3 and Level 4 Tasks for the 'Event Readout and Controls Electronics and
Software' Level 2 Task is given below.

9.  **Event Readout and Controls Electronics and Software**

    1.  **Data Acquisition**

        1.  Electronics and Links

        2.  Embedded Software

        3.  Alarms and Limits Interface (to the Controls/Monitoring and
            Timing System)

        4.  Hardware and Software Specific To Data Acquisition
            Development and Testing

        5.  Data Acquisition Integration and Testing

        6.  ES&H

        7.  Transportation to and Installation and Testing at C0

        8.  Data Acquisition Task Management

    2.  **Controls/Monitoring and Timing**

        1.  Controls/Monitoring Electronics and Links

        2.  Control Room Electronics and Infrastructure

        3.  Fast Timing Electronics and Links

        4.  Slow Controls and Monitoring Software

        5.  Run Control Software

        6.  Data Logging Software

        7.  Database Software

        8.  Interface to the Accelerator Clock System

        9.  Hardware and Software Specific To Controls/Monitoring and
            Timing Development and Testing

        10. Controls/Monitoring and Timing Integration and Testing

        11. ES&H

        12. Transportation to and Installation and Testing at C0

        13. Controls/Monitoring and Timing Task Management

    3.  **Test Stand, Test Beam and Test Equipment Electronics and
        Software**

        1.  Test Stand Electronics

        2.  Test Equipment Electronics

        3.  Test Stand and Test Beam Software

        4.  Test Stand, Test Beam and Test Equipment Task Management

    4.  **Event Readout and Controls Task Management**

## System Installation, Integration and Commissioning Level 3 Tasks

A possible list of Level 3 Tasks for the 'System Installation,
Integration and Commissioning' Level 2 Task is given below.

10. **System Installation, Integration and Commissioning**

    1.  Installation

    2.  Procedure Specifications

    3.  Commission Control, Timing, and Monitoring System

    4.  Establish Simplest Data Readout Path

    5.  Integrate Accelerator Clock with BTeV C/M&T System

    6.  Establish Front-End Timing

    7.  System Integration Without Triggers and Event Builder

    8.  L1 Trigger Testing

    9.  L2 and L3 Trigger Testing

    10. Trigger Integration and Testing

    11. Partial Data Acquisition System Testing

    12. Data Acquisition and Controls/Monitoring and Timing Integration
        and Testing

    13. Integration and Testing of Front-End Systems with Their Triggers

    14. System Integration Testing and Commissioning

    15. Establish and Test Data Acquisition Procedures

    16. Establish Detector Alignment Procedures

    17. Establish Detector Calibration Procedures

    18. ES&H

    19. System Installation, Integration and Commissioning Task
        Management

## BTeV Project Management Level 3 Tasks

A possible list of Level 3 Tasks for the 'BTeV Project Management'
Level 2 Task is given below.

11. **BTeV Project Management**

    1.  BTeV Project Office

    2.  Support for Project Management Activities of BTeV Physicists

    3.  Support for External Reviews and Consultants

    4.  Support for Documentation, Report Preparation and Distribution

    5.  Project Management Software Tools

    6.  Project Documentation Software Tools

    7.  Oversight of BTeV ES&H