Files
3yearplan/CLAUDE.md
Joseph Doherty bed8c8e12b Remove equipment protocol survey — driver list confirmed by v2 team
The OtOpcUa v2 implementation team committed all 8 core drivers from
internal knowledge of the estate, making the formal protocol survey
unnecessary for driver scoping. Removed current-state/equipment-protocol-
survey.md and cleaned up all references across 7 files.

The UNS hierarchy snapshot (per-site equipment-instance walk for site/area/
line/equipment assignments + UUIDs) is now a standalone Year 1 deliverable,
decoupled from protocol discovery. Tracked in status.md and goal-state.md
UNS naming hierarchy section.

Eliminates ~52 TBDs (all placeholder data in the pre-seeded survey rows).
2026-04-17 11:54:46 -04:00

3.0 KiB

Project Context

This directory contains a 3-year plan for transforming and enhancing shopfloor IT/OT interfaces and data collection.

Work in this repo focuses on planning, designing, and tracking the multi-year roadmap for modernizing shopfloor systems — bridging IT and OT layers, improving operator interfaces, and upgrading data collection pipelines.

Structure

Plan content lives in markdown files at the repo root to keep it easy to read and update:

  • current-state.md — snapshot of today's shopfloor IT/OT systems, integrations, data collection, and pain points.
  • goal-state.md — target end-state at the close of the 3-year plan, including success criteria.
  • roadmap.md — migration plan / sequencing from current state to goal state over the 3 years.
  • status.md — working-session bookmark; records where we left off and the top pending items. Not authoritative plan content.

Component detail files

  • current-state/legacy-integrations.md — authoritative inventory of bespoke IT↔OT integrations that cross ScadaBridge-central outside ScadaBridge. Denominator for pillar 3 retirement.
  • goal-state/digital-twin-management-brief.md — meeting-prep artifact for the management conversation that turns "we want digital twins" into a scoped response. Parallel structure to goal-state.md → Strategic Considerations → Digital twin.

Output generation pipeline

  • outputs/repeatable PPTX + PDF generation over the plan markdown. Entry point: outputs/README.md (trigger phrases + regeneration checklist). Structure anchors: outputs/presentation-spec.md for the 18-slide mixed-stakeholder deck and outputs/longform-spec.md for the faithful-typeset long-form PDF. Regeneration trigger: regenerate outputs / regenerate presentation / regenerate longform. Outputs live under outputs/generated/; do not hand-edit them.

As the plan grows, add further markdown files and link them from here.

Breaking out components

Individual components (a system, an interface, a data pipeline, an initiative) often need more detail than fits inline. When a section in current-state.md or goal-state.md outgrows a few paragraphs:

  1. Create a dedicated file under a topical subdirectory, e.g.:
    • current-state/<component>.md
    • goal-state/<component>.md
    • components/<component>.md (when it spans both states)
  2. Leave a short summary in the parent file and link to the detail file.
  3. Keep filenames lowercase-kebab-case so they're easy to reference.

Conventions

  • Keep everything in markdown — no proprietary formats.
  • Prefer editing existing files over adding new ones; split a file only when it gets unwieldy or when a component needs its own detail page (see above).
  • Use _TBD_ placeholders for sections that aren't yet filled in, so gaps stay visible.