scholarly journals A STRATEGY FOR TEACHING AND LEARNING OF SYSTEMATIC DESIGN ENGINEERING

Author(s):  
W. Ernst Eder

Systematic engineering design can use thetools, models and methods recommend by Hubka to helpdesigners, especially in critical situations. These methodscan be applied for novel designing, or for re-designing.In teaching, observations of students revealed difficultiesin applying and formulating “internal and crossboundaryfunctions” of technical systems (TS), and of“operations” in a transformation process (TrfP).A strategy to overcome these difficulties is to introducesufficient theory, then to provide a re-design problem,using an existing commercial device, (a) as a cut-away toshow the inner workings, and (b) as a complete devicethat can be dis-assembled – accompanied by engineeringdrawings of each part, an assembly drawing and anexploded view. Students (1) studied the hardware anddrawings, (2) identified elemental organs, and usefulorgan groups, and (3) wrote their interpretation of whateach organ group is capable of doing – the TS-internaland/or cross-boundary functions, to be represented in aTS-function structure. An example is offered.

Author(s):  
W. Ernst Eder

Students learning design engineering at times need a good example of procedure for novel design engineering. The systematic heuristic-strategic use of a theory to guide the design process – Engineering Design Science – and the methodical design process followed in this case study is only necessary in limited situations. The full procedure should be learned, such that the studentcan select appropriate parts for other applications.This case example is presented to show application of the recommended method, and the expected scope of the output, with emphasis on the stages of conceptualizing. The case follows a novel design problem of a gangway for ship-shore transfer for the Caravan Stage Barge.


Author(s):  
W Ernst Eder

Students learning design engineering at times need a good example of procedure for novel design engineering. The systematic heuristic-strategic use of a theory to guide the design process – Engineering Design Science – and the methodical design process followed in this case study is only necessary in limited situations. The full procedure should be learned, such that the student can select appropriate parts for other applications. Creativity is usually characterized by a wide search for solutions, especially those that are innovative. The search can be helped by this systematic and methodical approach. This case example is presented to show application of the recommended method, and the expected scope of the output, with emphasis on the stages of conceptualizing. The case follows a novel design problem of a mechanism to open and close the bow thruster covers for the Caravan Stage Barge.


Author(s):  
W. Ernst Eder

The engineering design methodology of Pahl and Beitz is good in the detailed stages, but needs enhancement in the early stages of conceptualizing and embodiment-in-principle. The concept of ‘functions’ has been enhanced by Hubka and colleagues. A ‘functional basis’ (Hirtz et al) has improved the definitions of ‘flows’ and ‘functions’, their work does not go far enough to provide a basis for conceptualizing. ‘Affordances’ (Maier and Fadel) are covered by full use of systematic conceptualizing of design engineering solutions. The Pahl-Beitz model and method of ‘decomposition of functions’, ‘physics’, and components is contrasted with the Hubka models of a transformation system, TrfS, its constituents, structures, properties life cycle, etc., and their use as method for design engineering by searching for alternative embodiments at each of these levels of abstraction. These steps are illustrated in (to date) 21 case examples published between 1976 and 2012, several of them in the CEEA conferences and their predecessors.


Author(s):  
W. Ernst Eder

‘Design’ can be a noun, or a verb. Six paths for research into engineering design (as verb) are identified, they must be co-ordinated for internal consistency and plausibility. Design Research tries to clarify design processes and their underlying theories – designing in general, and particular forms, e.g. design engineering. Theories are a basis for deriving theory- based design methods. Design engineering and artistic forms of designing, industrial design, have much in common, but also differences. For an attractive and user-friendly product, its form (observable shape) is important – a task for industrial designers, architects, etc. ‘Conceptualizing’ consists of preliminary sketches, a direct entry to hardware – industrial designers work ‘outside inwards’. For a product that should work and fulfill a purpose, perform a transformation process, its functioning and operation are important – a task for engineering designers. Anticipating and analyzing a capability for operation is a role of the engineering sciences. The outcome of design engineering is a set of manufacturing instructions, and analytical verification of anticipated performance. Design engineering is more constrained than industrial design, but in contrast has available a theory of technical systems and its associated engineering design science, with several abstract models and representations of structures. Engineering designers tend to be primary for technical systems, and their operational and manufacturing processes – they work ‘inside outwards’. Hubka’s theory, and consequently design metho- dology, includes consideration of tasks of a technical system, typical life cycle, duty cycle, classes of properties (and requirements), mode of action, development in time, and other items of interest for engineering design processes. Hubka’s methodology is demonstrated by several case examples.


Author(s):  
W. Ernst Eder

Students learning design engineering at times need a good example of procedure for design engineering, both for novel problems and for redesign. The systematic heuristic-strategic use of a theory to guide the design process — Engineering Design Science — and the methodical design process followed in this case study is only necessary in limited situations. The full procedure should be learned, such that the student can select appropriate parts for other applications. Creativity is usually characterized by a wide search for solutions, especially those that are innovative. The search can be helped by this systematic and methodical approach. This case example is presented to show application of the recommended method for redesign, and the expected scope of the output, with emphasis on the stages of conceptualizing. The case follows a redesign problem of an automotive oil pump.


Author(s):  
Flavio Firmani ◽  
Sohad Kadhum ◽  
Peter Wild

In order to expand the instruction ofengineering design in courses that are predominantlyengineering science, the Chair in Design Engineering ofthe University of Victoria has launched a program tointroduce design mini-projects. The development andmanagement of these projects is conducted by the courseinstructor in collaboration with a Design TeachingAssistant. The first design mini-project has beendeveloped for Theory of Mechanisms, a third-year corecoursein Mechanical Engineering. The course isprimarily theoretical and includes four laboratoryprojects that are based on deterministic problems. Inorder to establish an appropriate project, a list oflearning objectives that complements the theoreticalcontent of the course and exposes students to anengineering design problem has been identified. Theproject consists in designing and building an automatonfor young children – a mechanical toy operated by a handcrank. Overall the project was successful, studentsrapidly embraced it, the submitted prototypes generallymet or exceeded our expectations, and the learningobjectives were achieved.


Author(s):  
W. Ernst Eder

Students learning design engineering at times need a good example of procedure for novel design engineering. The systematic heuristic-strategic use of a theory to guide the design process — Engineering Design Science — and the methodical design process followed in this case study is only necessary in limited situations. The full procedure should be learned, such that the student can select appropriate parts for other applications. Creativity is usually characterized by a wide search for solutions, especially those that are innovative. The search can be helped by this systematic and methodical approach. This case example is presented to show application of the recommended method, and the expected scope of the output, with emphasis on the stages of conceptualizing. The case follows a novel design problem of a rig for a trapeze demonstration team to be used outdoors.


Author(s):  
W. Ernst Eder

A brief historic view of design engineering shows the roles of problem definition (design specification), conceptualizing, estimations, layouts, detail and assembly drawings, parts lists, etc., to define an engineering product (process or tangible system according to ISO9000:2005) for implementation and/or manufacture and use. A brief assessment of computer-aided design (CAD) over the last 40 years reveals its detrimental effects on design engineering – the previously usual (intuitive) conceptualizing and preparation of layouts has been neglected. Design engineering is compared to the artistic design disciplines, and differences are highlighted. Design engineering must apply the constraints imposed by the engineering sciences, to satisfy customer require-ments, to consider economics, and to conform to laws and regulations. Yet design engineering offers the opportunity to use several more abstract represen-tations of technical processes and technical systems to aid conceptual designing. A role is indicated for design methods and systematic approaches for design engineering, especially for design and redesign for innovations (non-routine tasks), and in engineering education. Parts of the Theory of Technical Systems and Engineering Design Science are outlined, with conesquences for proposal of a theory-based syste-matic design method. Especially, the role of problem solving as a sub-process in designing shows the need for iterative and recursive procedure. Design enginee-ring demands that sufficient time is available for reflective thought, and needs good time management for any task, especially where innovation is expected. Engineering sciences are shown as necessary, but not sufficient. A broader context needs to include instruc-tion in time management, and should be developed during engineering education in all branches.


Author(s):  
W. Ernst Eder

Products (process or tangible systems) are defined with reference to standard ISO9000:2005. Designing products with a substantial engineering content, technical systems (TS), means to fully describe them ready for manufacture – in detail and assembly drawings, parts lists, adjustment instructions, customer instructions, etc. Designing must take into account all recognized requirements, especially implied and stated requirements for the designing-manufacturing-distributing organization, the intended transformation process (TrfP), and all other phases of the TS-life cycle, including societal norms, economic considerations, etc. The theory of technical systems (TTS) and its associated engineering design science (EDS) provides a framework for design considerations about engineering products, including the technology, TS-life cycle, properties, and other aspects of artificial transformations and their operators. The triad ‘theory - subject - method’ suggests that a systematic enginee-ring design method can be derived from TTS and EDS, to augment the usual intuitive design procedure, especially where the design problem is not routine. Engineering sciences are essential in this design process, (a) for analysis of existing systems and/or proposals for synthesis of designed systems, and (b) to assist as heuristics during design synthesis. Design synthesis is the more difficult operation, it requires iterative working. Several case examples have been published to demonstrate the application of the recommended systematic design method. Some of the relationships between engineering sciences and systematic design processes are explored to show their interdependence, and the need to provide a wider context in this area.


Author(s):  
W. Ernst Eder

Important learning outcomes include students’ ability for effective communication (verbal and written, but also graphical for sketching and data interpretation) and teamwork. The ability to apply a systematic engineering design method to design or re- design technical systems is not stated, yet that capability distinguishes engineers from scientists, and artistic designing from design engineering. It is to some extent related to creativity. Applying a systematic engineering design method includes the ability to use the engineering sciences heuristically for ‘order-of-magnitude’ and ‘what-if’ estimates of future configurations. This requires understanding the physical behavior of phenomena, individually and in their relationships, both by ‘visual feel’ and by mathematical exploration, in a student’s development of expertise. These requirements indicate a need for change in the teaching and learning procedures and methods, departing from the mainly science-oriented lecturing and examination assessment that has been conventional, and therefore changes in the curriculum. A guiding premiss, also valid for design engineering, is formulated by Klaus: ‘Both theory and method emerge from the phenomenon of the subject’.


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