Professional Documents
Culture Documents
CAP 12. Engineering Your Future A Comprehensive Introduction To Engineering by William C. Oakes, Les Leone
CAP 12. Engineering Your Future A Comprehensive Introduction To Engineering by William C. Oakes, Les Leone
Engineering Design
Engineers create our physical environment through design and construction of the
infrastructure and design and manufacture of the objects we use in everyday life.
Engineers work with their hands, think in numbers, and follow the engineering
design process, a continuous, iterative procedure in which a feedback loop forces
convergence to an acceptable solution for a specified problem. Design is the pinnacle
of the engineering profession, the foundation upon which all other engineering activ-
ities are built.
Engineering design ranges from the extraordinarily complex, such as the smart-
phone and associated wireless networks, to the straightforward, such as a woodscrew.
It should come as no surprise that few of the building blocks of our current environ-
ment have had smooth trajectories to completion or market: true innovation breaks
new ground and presents unexpected challenges. You would be forgiven for not
knowing that the Brooklyn Bridge in New York City represents an extraordinary feat
of civil engineering (beautifully narrated in Ken Burns’ PBS documentary Brooklyn
Bridge). Opening with the death of the lead engineer in 1870, moving through
life-threatening conditions inside the caissons and placement of the west tower on
aggregate rather than bedrock, the design evolved to overcome each of these chal-
lenges and to yield the greatest bridge of its time, first opened to the public in 1883.
Move forward to the 1990s, when Boeing started work on a replacement for the 767
aircraft. When the final design for the 787 Dreamliner was approved in 2003, it was
the first commercial passenger aircraft to have been entirely designed and tested
with computer aided design (CAD) software. To reduce cost, this approach made
possible the distributed manufacture of very large sub-assemblies designed for easy
final construction (BBC 2015). However, unanticipated manufacturing problems
pushed delivery from late 2008 to fall 2011, showing that, regardless of the level of
sophistication of your tool, there will always be new and often unpredictable obsta-
cles that require iterative thinking.
All accredited engineering programs include a major engineering design experience
that builds upon the fundamental concepts of mathematics, basic sciences, the human-
ities and social sciences, engineering, and communication skills. The Accreditation
Board for Engineering and Technology (ABET) writes that
339
In some respects it is more interesting to look at what ABET left out from their new
definition in the interests of being concise. Previous descriptions included:
Among the fundamental elements of the design process are the establishment of
objectives and criteria, synthesis, analysis, construction and evaluation. . . . it is
essential to include a variety of realistic constraints, such as economic factors,
safety, reliability, aesthetics, ethics, and social impact.
1
Not to be confused with drafting or art-related work, ABET adds that “Course work devoted to
developing computer drafting skills may not be used to satisfy the engineering design requirement.”
solution needs improvement, that it can be, and needs to be, better. You quickly
appreciate that engineering design is an iterative, time-consuming, and often frus-
trating process. Engineers have to make things work, and not all ideas work.
Although closely linked, compromise and teamwork do not necessarily go hand in
hand. Technical compromise is required to satisfy the resources available; design com-
promise is needed to accommodate different ideas. For each, the team has to work
together and arrive at a consensus, and this often involves learning to work with people
you don’t necessarily like or respect, often with very different ideas and opinions from
yours. Through this dialog, you learn about the need to be a good listener and to provide
critical feedback, however harsh it may appear to be. Put another way, you need to gain
the confidence to voice your own opinions and ideas while being r eceptive to critical
feedback; this is the information exchange that feeds iterative design.
Communication, through many different types of media, is another essential com-
ponent of the engineering design process, as will be covered in Chapter 13, “Technical
Communication.” Throughout the design process, your activities must be communi-
cated clearly and concisely without ambiguity. At each stage of the design, discus-
sions, decisions, what was done, and why it was done must be documented so that
another engineer or team of engineers can replicate what you have accomplished. All
engineering and scientific endeavors are built upon the work of others.
Students graduating with an engineering degree from an accredited program will
have participated in one or more design experiences as part of their education.
Current practice is to assemble teams of individuals with different expertise and
backgrounds to find solutions to engineering problems. Most programs include an
introductory design experience in the freshman year in which you learn and docu-
ment your understanding of the process itself. Subsequent classes build upon this
foundation with progressively more challenging design coursework in which you
apply your prerequisite background in math, science, and related fields to a variety of
discipline-specific engineering problems. In most programs, courses that include
design constitute between 20 and 25 percent of the total curriculum.
If you are feeling a little intimidated after reading this section, don’t be. Jump into
engineering design with both feet and you’ll soon find out what fun it is. As we have
already said, the most exciting part is seeing your ideas come to life in some type of
mathematical model or prototype.
From the outset, it is important to realize that there isn’t a specific recipe or formula
for design. Indeed, some would argue that design itself cannot be taught—rather, we
learn the principles of design through experiences that grow in complexity. The solu-
tion of one problem or completion of one design opens up opportunities for s ubsequent
designs or modifications.
Straightforward projects may require only a short, simple process, but more com-
plex products need a multistep approach with several stages. Whether the outcome is
Concept
Prototype/
Model
Manufacture/
Figure 12.1 The engineering
Construct
design process (top view)
Three representations of the engineering design process are outlined in Table 12.1.
The first entry describes a composite path from initial idea to product in the market-
place; this was condensed by NASA to the procedure reproduced in column 2. The
more widely adopted core process is listed in column 3 and shown in schematic form
in Figure 12.2; note that the improve stage represents an iteration of the loop. We will
Define
Test Imagine
Improve
Create Evaluate
Figure 12.2 The core engineering design
process
approach engineering design from this perspective with due acknowledgment to the
manufacturing and succeeding stages.
To illustrate how each of the five stages of the engineering design process is applied
in the realization of a complex product, we will discuss the design of an automated
teller machine (ATM). A working model for classroom implementation of the process
comes from the design of an imaginary backpack taken through the same procedure.
All projects begin with the appointment of a project manager/coordinator or team
leader who is responsible for driving the design and ensuring that the key elements of
each stage are satisfied before the project moves forward. This individual assembles a
team of engineers and non-engineers with varying backgrounds and expertise; some
will be required throughout the project, others for select stages.
Stage 1: Define
Engineers are problem solvers; the problems they solve relate to the specific or per-
ceived needs of our society. For example, a new prosthesis may be required to overcome
a particular handicap, stricter pollution standards might demand higher-efficiency
engines, or new computer software might be required to increase the efficiency of a
manufacturing process.
The first task for the team, with all groups represented, is the construction of a
clear, concise, unambiguous definition of the problem to be solved.2 Put another way:
What is the question to be answered? The problem definition stage is probably the
most important, for it points the team in a particular direction to achieve a
well-defined result. Loosely written, ambiguous problem statements can lead to an
enormous waste of resources with little to no chance of success. Concomitant with
construction of the problem statement is the establishment of a preliminary list of
working criteria and goals that the design must address.
To approach a definition, the team can first ask “What is known about the
problem?” There may be a multitude of sources outside as well as within your team
that can assist with writing the problem statement. Many organizations have a re-
search and development unit comprising scientists and engineers with the training
and e xpertise to assist with problem evaluation. Critical input is provided by sales
and marketing who, through contact with your customers, provide valuable input on
problem identification and the desired functionality of the solution. You, as an engi-
neer, are designing something for someone else—your project is a response to an
actual request or perceived demand from a customer. Too often the real needs of
customers are not a ssigned a fitting priority when defining the challenge to be
addressed.
To ensure that the pertinent issues and background of the project are thoroughly
explored, access to good information is essential. Your first questions might be the
following: “How reliable are the data? Do the data conflict? If so, can the differences
be resolved?” Given an open-ended challenge, it is likely that available information
may appear inconsistent. However, careful reading of the source often resolves
anomalies. For example, different criteria yield different conclusions! The team mem-
bers active in this phase of the process must determine what types of information
they require and where they reside. In-person resources could include marketing
departments, technical salespersons, and reference catalogs.
Nowadays, everyone begins an information quest with an Internet search, which in
itself initiates the iterative design process. Adjusting search terms to find the informa-
tion sought contributes to a better comprehension of the challenge and often d irects
the team toward sources they may not have initially considered. You will quickly learn
how to seek, gather, evaluate, and organize information through detailed notes, files,
pictures, sketches, and other supporting materials—continuously updated as new data
become available. The assistance of librarians, trained in the retrieval and evaluation
2
If you have not already done so, review the section of Chapter 7 which discusses the real problem.
of factual, accurate, unbiased data with known provenance, can be enlisted to expand
the search to include:
■■ Books
■■ Government publications
■■ University research laboratories
■■ Peer-reviewed journals and proceedings
■■ Independent research organizations
■■ Engineers, professors, and other scientists
■■ Patent searches and listings (U.S. Patent Office: www.uspto.gov.)
■■ Professional associations (technical and non-technical)
■■ Trade journals and publications
■■ Newspapers and magazines
Once the problem has been identified, the team should establish working criteria
to validate possible solutions through each stage of the engineering design process.
These preliminary goals help the team members focus their efforts on the desired
objective as they work through the process and could include the following:
Having overall objectives for the project provides a means of evaluating, monitor-
ing and, if necessary, adjusting the problem statement as the design process evolves.
With each input to the process, the preliminary working criteria and overall goals are
reviewed and modified as necessary. For example, one or more criteria may no longer
apply, or new issues may surface that necessitate the addition of extra criteria or mod-
ification of goals. It cannot be overemphasized that each stage of the engineering
design process is an iterative loop in itself.
Using the example of new standards implemented to increase gas mileage and
reduce emissions in automobiles, the initial goals for the design might be “To develop
an automobile engine that produces 25 percent less emissions while increasing gas
mileage by 10 percent.”
Stage 2: Imagine
The basic concept for this stage of the engineering design process is to creatively
develop as many potential solutions to the problem as possible. A major method of
generating multiple ideas is called Creative Problem Solving and uses a technique
called brainstorming.3 For this, the project leader brings together a group of individu-
als with varying backgrounds and training to solve a particular problem. The more
diverse the group, the broader the range of ideas and the greater the chances of find-
ing an optimal solution to the problem. Such a group may include engineers, s cientists,
technicians, shop workers, production staff, finance personnel, anthropologists,
managers, computer specialists, and potential customers.
In the brainstorming process, every spontaneously contributed idea is recorded. None
is deemed too wild or illogical—preliminary judgments and negative c omments are not
permitted. The goal is to develop a wide-ranging list of possible solutions to the problem
at hand. The group leader will encourage participants to suggest random thoughts and
ideas using initial triggers such as “Who? What? Why? When? Where? How? How often?”
Anyone who has participated in a brainstorming session knows that it is a very
enjoyable, highly stimulating creative process best introduced when the core team
dynamics are in place—that is, when each individual is receptive to the ideas of others
3
For a thorough discussion of creative problem solving and brainstorming strategies, see Chapter 7
sections 7.4 and 7.6.
and comfortable voicing his or her own opinions. If a single session does not provide
sufficient input, the process should be repeated for as long as it remains productive.
Stage 3: Evaluate
We now move to evaluate the best ideas imagined in the brainstorming stage4 with
more sophisticated analysis techniques. If many potential solutions have emerged,
two or more rounds of elimination may be required to reach a manageable list. Early
narrowing of the proposed ideas could include the following:
Potential solutions are now subjected to thorough technical and financial a nalysis,
the design challenge dictating the method of evaluation. Complex systems may
require characterization with mathematical models; in contrast, a verbal discussion
could suffice for a simple device. In practice, the evaluation of ideas from a brain-
storming session is fraught with uncertainty that depends on access to the qualitative
and quantitative design constraints. For example, the mechanical loading of a
material with specified dimensions is easily predicted; much less certain, and
fi nancially unpredictable, is whether a proposed solution can be built if the design is
novel and/or the technology is new. While individuals with varying expertise are
involved in evaluation, the engineer is of primary importance. It is here that the
engineer’s training in mathematics, science, and general engineering principles is
applied e xtensively to critique the potential solutions. Clearly, the certainty of the
evaluation of these initial ideas increases with experience and knowledge gained.
As an example, let’s consider the types of evaluation that could be applied to the
development of an automobile bumper designed to withstand a 20-m.p.h. crash into
a fixed object barrier:
Analysis using basic engineering principles and laws: Does each of the
proposed solutions satisfy Newton’s laws of motion?5
4
Note: Chapter 7, Section 3 discusses the analytic method in detail and is directly related to the ma-
terial in this stage.
5
Obviously the laws of the universe always have to be obeyed, but this may not have been fully
thought through when the idea was proposed.
Cost 10 8 9 10
Production difficulty 15 8 12 14
Size, weight, strength 8 7 7 5
Appearance 10 7 9 8
Convenient to use 5 3 4 4
Safety 15 8 11 10
Legal issues 5 4 4 4
Reliability/durability 15 7 9 13
Recyclability 7 4 3 5
Customer appeal 10 7 8 9
Total 100 63 76 82
After all possible solutions have been examined and their behavior has been com-
pared to the list of working criteria, a decision table (Table 12.2) eliminates those
proposals that have not performed well. The evaluation stage is another critical part
of the engineering design process because poor evaluation could eliminate the best
solution while promoting inferior or even dangerous ideas. Potential solutions that
satisfy all the requirements will likely be authorized to proceed by the project
6
Review Chapter 7, Section 3 for a more thorough discussion of estimation.
Stage 4: Create
Here the engineering design process starts to get exciting—the creation of some type
of comprehensive physical or mathematical model that enables visualization and
exploration of the operational aspects of your design. As for the evaluation process,
the actual manifestation of the model will depend upon what you have designed. Is it
practical or useful to build a full-scale model or prototype? If it’s a large bridge that
crosses a river, you will likely generate one or more mathematical models, CAD
d rawings, and renderings and possibly build a physical model to help you envision
how the bridge fits into the existing terrain. If it’s a skateboard, full-scale models are
built and used as intended. However, with today’s composite materials and extensive
CAD tools, it is likely that a combination of mathematical and physical models will be
used for even the simplest designs. Models commonly used by engineers and others
include the following:
Although the creation stage will involve computer specialists, shop workers,
t esting technicians, mathematicians and others, engineers guide the overall process
using their scientific knowledge and expertise.
Stage 5: Test
In actuality, every idea and model is tested as soon as it appears in the engineering
design process. However, it is the results of the tests undertaken on the models from
the creation stage that establish the foundation for decisions made about the future of
the project. Performing a variety of tests on each of the models allows for comparison
and evaluation against the working criteria and the overall goals that have been
established. These could include the following:
■■ Function: How well does the design fulfil the role for which it was intended?
■■ Form: Is the overall shape, size, and weight conducive to function?
■■ Safety: Is the product safe for consumer use?
■■ Ease of manufacture: How easily can the product be built? How much labor is
required? What ergonomic concerns are involved in manufacture or assembly?
■■ Strength: Under what forces or loads is failure likely, and with what frequency
might it occur?
■■ Reliability: How reliable is the product over its simulated life cycle?
■■ Durability: How will the product fare during use? What is its predicted lifespan?
■■ End-of-Life: What happens to the product when it no longer functions? Can the
components be recycled?
■■ Quality consistency: Is product quality consistent in the various stages of
manufacture? What conditions need to be controlled to ensure uniformity?
■■ Consistency of testing: Are the testing methodologies and their results
self-consistent? In the bumper design example, the testing methodology might be
different for a head-on impact test to that for a 45° crash test to minimize anomalies.
A means for the consistent and accurate evaluation of data acquired from testing all
the models and prototypes must be established. The working criteria developed in the
first stage of the design process are used to evaluate the results from testing the output
of the creation stage using a decision table to visualize and rank their advantages and
disadvantages. The table typically lists the working criteria in the first column with a
weighted available point total for each of the criteria in the second; the order of prior-
ity is determined by the team. The third and succeeding columns list the performance
scores for the possible solutions.
While none of the proposed solutions scored near the ideal, solution #3 outper-
formed the others. With this information, the project manager and team leaders now
make the final decision to “go” or “no-go” with the project. They may decide to pursue
solution #3, to begin a new process, or even to scrap the entire project. We will assume
they decide to proceed with implementation of the design.
Manufacture
The outcome of the five-stage design process is, in essence, a final design for imple-
mentation—input to the manufacturing or construction stage. While the engineering
design process is still followed, the path is much more clearly defined. The capabili-
ties of the manufacturing plant or the construction procedure will generally be well
understood as will the properties of the materials used and the performance of the
end product. Iteration during manufacturing or construction is kept to a minimum to
reduce costs although it may be necessary to develop manufacturing procedures and
design assembly routes. Changes in the final process should be limited to small ad-
justments of manufacturing variables such as temperature, pressure, or dimension,
for example.
For this to be achieved, there must be complete, thorough, and transparent
communication, reporting, and specification of all aspects of the design for input to
the manufacturing or construction phase. Team member engineers, skilled craft
workers, computer designers, production personnel, and other key individuals work
together to write and collate the appropriate documentation. This will include d etailed
written reports, summaries of technical presentations and memos, relevant e-mails,
diagrams, drawings and sketches, computer printouts, charts, graphs, and all other
relevant and cataloged material. This information is critical to those involved in de-
termining final approval for the project, as well as the group involved in designing the
final implementation of the product. They require complete knowledge of all parts,
processes, materials, facilities, components, equipment, machinery, and systems that
will be involved in the manufacturing or production of the product. All serious issues
must now be resolved since costs now escalate dramatically.
Communication is an essential tool throughout the design process, but especially in
this stage. If team members cannot adequately “sell” their ideas to the rest of the orga-
nization and cannot appropriately describe the exact details and qualities of the prod-
uct or process, then possible, good solutions might be ignored. Training materials,
operating manuals, computer programs, or other relevant resources for use by the
sales team, the legal staff, and prospective clients and customers are now created. In
addition to the engineers, project manager, and team leaders, many others, r epresenting
a variety of backgrounds and areas of expertise, now become involved:
■■ Attorneys and legal support staff handle a variety of legal issues including
patent applications, insurance, and risk protection analysis.
When all parties are in agreement that all criteria have been satisfied and the
verall goal has been achieved, the project moves to implementation and commer-
o
cialization. With the product in full production, the project team is terminated and
the product is considered a regular offering in the company’s overall product line.
The project manager, key supervisory personnel, and team members who had sig-
nificant input to the project gather for a final review and assessment. The product’s
performance is examined, as are the latest data on production efficiency, quality con-
trol reports, sales, revenues, costs, expenditures, and profits. An assessment report is
prepared that details the product’s strengths and weaknesses, outlines what has been
learned from the overall process, and suggests ways that future teams can improve
the quality of the process.
In this section, to provide you with a better appreciation for the processes involved in
getting a product to market and the team effort required for implementation, we spec-
ulate on the process used to design an ATM. With the concept of an ATM already well
established, the remainder of the process is outlined as a flowchart in Figure 12.3.
Background
The AAA Engineering Company is a small engineering subsidiary of the BCD R esearch
Corporation, a world-renowned research and development facility in the areas of
computer vision, real-time image processing and design, and other advanced video
applications.
For many years, AAA has supplied products and services to the banking industry
and has dominated the field in such areas as security systems, bank cards, and per-
sonal identification number (PIN) systems. The parent company, BCD, realizes that
the future of face-to-face banking transactions is rapidly changing and that the secu-
rity of these new types of transactions is a major problem. The challenge for BCD and
its subsidiary AAA is to develop a new electronic security system to validate banking
transactions. They apply their vision technology to the increasing popularity of the
ATM industry.
Stage 1: Define
AAA appoints a project manager to oversee the entire program with a mandate to
launch a new product to resolve the issue. The AAA team must first identify the problem
Start Design
No
Problem
Data Accept?
Statement
Yes
Imagine
Outcome Yes
No
Good P.S.?
Enough No
Ideas?
Yes
Evaluate
No
Satisfactory?
Yes
Create
Model/
Prototype
No
Satisfactory?
Yes
Test
No
Satisfactory?
Yes
Construct/ Complete
Satisfactory?
Manufacture Design
Yes
No
and generate ideas to better understand its scope and nature. In the initial stages of the
design process, the team will probably include engineers, physicists, and computer
designers, in addition to personnel from manufacturing, production, management,
sales, finance, and banking. The group members discuss the increasing role of ATMs in
the banking industry and the current use of a PIN and security access card: an i ndividual
approaches an ATM linked to a compatible financial institution, inserts an access card,
and enters a PIN to initiate a transaction.
The team members realize that there have been increasing problems with fraudu-
lent use of ATMs. AAA’s experience in the banking field and growth of its computer
vision products may provide an opportunity for them to expand their operations into
this area. Following this premise, the group members work to better understand the
overall situation and locate sources to help them narrow their focus on the perceived
problem. They begin by consulting their own research and development staff and sales
and marketing personnel. In addition, they contact managers and supervisors who
may have ideas regarding the expansion of current product offerings through modifica-
tions and upgrades. External sources of information include prospective banking
industry customers, the Internet, libraries, specialized journals, trade shows,
conferences, and the competition. An example of an Internet search for ATM design
might resemble that of Figure 12.4.
With these resources, the team can focus on the challenge and develop an initial
problem statement, “Eliminate fraudulent access to ATM accounts.” From this the
team develops working criteria to evaluate possible solutions:
After extensive discussions, the team members decide to re-examine their prelim-
inary problem statement. Following additional review of the working criteria, the
project goal becomes: “Design and implement an alternate method of identifying a
cardholder at an ATM, while focusing on reducing the acceptance of fraudulent
entries.”
Establishing a goal for the project provides a means of evaluating, monitoring, and
possibly changing the focus of the process as it evolves through the design stages. For
the project manager, these criteria and the goal become a checkpoint, a means
for periodically assessing the project’s progress, and help determine when the project
is ready to proceed to the next stage.
ATM design
Images Videos
ATM Designs│LinkedIn
ATM Designs is a self owned company specialized in designing, creating and maintaining tailored websites
for individuals and small businesses.
in linkedin.com/company/atm-designs
The team next moves to collect data on ATM fraud using PINs. In addition to i nsight
from current public opinion and available market research, they investigate available
products to explore the possibilities for adaptation of their current product lines, and
new developments for the possible introduction of a new product.
They supervise a disassembly of a competitor’s product to discover how it is designed
and manufactured—a process termed reverse engineering. Clearly, the manufacture of
a direct copy of a competitor’s product may well run into legal problems if it is protected
by trademarks or patents, in addition to being potentially unethical. However, the
information garnered from such a disassembly exercise may help overcome a design
Stage 2: Imagine
Prior to the brainstorming session, the team decides to re-evaluate the list of prelimi-
nary working criteria and assigns a weighted percentage of importance to each of the
factors. After eliminating the criteria of “appearance” and “environmental” from their
list, the resulting working criteria and their respective assigned weights are as follows:
Cost = 10 percent
Reliability = 25 percent
Security = 10 percent
Feasibility = 15 percent
Convenience of use = 20 percent
Public acceptance = 20 percent
1. Modification of the current use of PIN access codes: Adjust current access methods
to tighten security.
2. Individualized signature verification: An ATM attendant matches the cardholder’s
signature to one written on the spot by the person standing at the machine.
3. Machine recognition signature verification: A scanner inside the ATM matches the
cardholder’s signature to one written on the spot by the person standing at the
machine.
4. Voice recognition: The person speaks his or her name into an ATM equipped with
a speakerphone and an internal computer matches the voice to that of the
cardholder recording on file.
5. Speech pattern recognition: The person speaks a complete sentence or longer
phrase into an ATM equipped with a speakerphone and an internal computer
matches the voice characteristics and speech pattern to that of the cardholder
recording on file.
6. Fingerprint match: The ATM has a fingerprint pad for the person to press and an
internal computer compares the print to one on file for the cardholder.
7. Blood match: The ATM has a device to prick the person’s finger and collect a small
blood sample for instant DNA compatibility analysis with the cardholder’s profile
by an internal computer.
8. Hair sample match: The person inserts a hair sample, with root attached, into the
machine for instant DNA compatibility analysis with the cardholder’s profile by
an internal computer.
9. Eye iris match: The ATM is equipped with a camera that takes a picture of the
person’s iris structure and an internal computer performs a comparison to the
cardholder’s profile on file.
10. Breath analyzer match: The person breathes onto a sensitized glass plate, the
output of which is compared to the cardholder’s profile on file by an internal
computer.
11. Dental identification match: The ATM is equipped with a sanitized plate attached
to a computer sensor that the person bites. The output is compared to the
cardholder’s profile by an internal computer.
Stage 3: Evaluate
The team now evaluates each of the 11 ideas against the working criteria to decide
which should be taken forward to the creation stage.
1. Modification of the current use of PIN access codes: Adjust current access methods
to tighten security.
a) Similar to current solution
b) Not reliable or secure
c) Neutral cost
2. Individualized signature verification: Bank employee matches cardholder’s
signature on file with one written on the spot.
a) High cost
b) Not customer-friendly
c) Difficult to implement
3. Machine recognition signature verification: Scanner inside the ATM matches the
cardholder’s signature on file with one written on the spot.
a) Technology is currently available.
b) Public would probably accept this method.
c) Higher cost to implement
d) Long-term reliability is untested.
4. Voice recognition: ATM is equipped with a microphone to capture cardholder’s
name for match by an internal computer to voice on file.
a) Technology is currently available.
b) Higher cost
c) Easy to use
d) Long-term reliability is untested.
5. Speech pattern recognition: Similar to above, cardholder speaks a complete
sentence or longer phrase for match by an internal computer to pattern on file.
a) Expensive
b) Technology not as well developed
6. Fingerprint match: ATM has fingerprint pad to capture cardholder’s fingerprint
for comparison by internal computer to one on file.
a) Technology is currently available.
b) Moderate cost
c) Easy to use
d) Long-term reliability is good.
7. Blood match: ATM collects small blood sample from cardholder’s finger for
instant analysis by an internal computer for DNA compatibility.
a) High cost
b) Good reliability
c) Completely unacceptable to the public
8. Hair sample match: Cardholder submits hair sample, with root attached, into
ATM for instant analysis by an internal computer for DNA compatibility.
a) High cost
b) Good reliability
c) Public acceptance would probably be very poor.
9. Eye iris match: ATM is equipped with a camera to take a picture of the iris
structure and perform a comparison to profile on file.
a) Technology is currently available.
b) Moderate cost
c) Very easy to use
d) Long-term reliability is excellent.
10. Breath analyzer match: Cardholder breathes onto a sensitized glass plate for
analysis by internal computer to match pattern on file.
a) Technology not fully developed
b) Expensive to implement
c) Public acceptance would be poor.
11. Dental identification match: ATM is equipped with sanitized plate for cardholder
to bite for analysis by internal computer to match pattern on file.
a) Technology not developed
b) High cost
c) Public acceptance would be extremely poor.
The proposed solutions are evaluated against the working criteria using a decision
table. Those that do not perform well in the various tests are eliminated and we are
left with five options. After review by the project manager, three are deemed to satisfy
the working criteria and authorized to proceed to the next stage.
Stage 4: Create
Models are now developed and built for the three proposed solutions: #4 (voice
recognition), #6 (fingerprint match), and #9 (eye iris match).
A variety of different diagrams and sketches for each concept are developed and
reviewed. The team members have many different styles, options, and units to con-
sider. For each idea, they decide to develop a computer-generated model and also
have craft workers in the model shop construct the prototypes shown in Figures 12.5
through 12.7.
Idea #1: Fingerprint Scanner with Monitor, Keypad Idea #2: Fingerprint Scanner, Small
A B
Idea #3: Fingerprint Scanner, Larger Idea #4: Fingerprint Scanner System
C D
Idea # 3: Remote
Eye-Scan Unit
Stage 5: Test
Based on the working criteria, the team decides to concentrate on specific tests for the
prototypes that include technical feasibility, quality performance, error rate, and
ease of use. The results of the tests indicate that proposed solution #9 (eye iris identi-
fication) performs very well, as do the other two. For solution #9, the following obser-
vations were made:
The compiled data are evaluated by the project manager who determines that the
results consistently meet the working criteria and overall goal. From these data a
decision table is constructed (Table 12.3).
The results confirm that the eye scan identification system delivered the best per-
formance, and the project manager decides to move ahead with this solution.
Cost 10 6 8 8
Reliability 25 20 22 24
Security 10 9 7 9
Technical feasibility 15 15 14 15
Convenience of use 20 15 16 18
Public acceptance 20 16 17 18
Total 100 81 84 92
The management of AAA gives approval for the iris scan identification project to
move into production, starting with the formation of a new team to undertake all
the necessary preparation for manufacture of the ATM units. Questions concerning
overall costs and financial and labor commitments have been resolved. The fi nance
department has developed a project budget, and the purchasing department has
begun the process of obtaining bids for the needed parts and supplies. The legal
staff is resolving final legal issues, including patent applications and copyright
materials.
A group of engineers has been selected to oversee the production startup, which
includes obtaining the necessary production space, facilities, equipment, personnel,
and production timetables. When in place, a pilot production process begins.
The marketing, advertising, and public relations staffs contact prospective clients
and customers to promote the eye scan ATM system. Sales personnel involved with
selling and distributing the product are trained to work with clients and provided
with appropriate promotional literature including training and operations material.
With all parties in agreement that the criteria have been satisfied and the overall
goal has been achieved, production begins. Once the eye scan ATM system is in full
production and commercialization, the project manager, key supervisory personnel,
and team members who had significant input to the project gather for a final project
review and assessment. As described earlier, the project team is disbanded and the
iris scan ATM system’s performance is reviewed, including the latest data on produc-
tion efficiency, quality control reports, sales, revenues, costs, expenditures, and prof-
its. A comprehensive report containing all inputs to the design and detailed aspects
of the product’s behavior is compiled for use as a reference for future project manag-
ers and teams to consult.7
Background
7
The iris identification system is currently being piloted in several British and western U.S. locations.
The information presented in this case study is a simulated application of the engineering design
process.
age, physical size and strength, each with very different demands. Notwithstanding
our concern that a universal backpack design is probably unattainable, it is still an
intriguing design problem if for no other reason than the enormous existing market—
annual sales of backpacks run into the millions.
Stage 1: Define
Frequency Fashionable
Access
Time Ease of Use Form Attractive
Taking on and off Practical
Wet (clothes) Functionality
Dry (book/papers) Internal Compartments Volume
Organization Capacity
Number Load
External Pockets
Single strap use
School Comfort
Carrying
College Durability
Application Materials
Backpack Design Weight
Urban Commute
Frame Rigidity
Hiking Construction
Biodegradeable
End-of-Life
Physical Impact Recycle
backpacks to carry around books, computers, snacks, sports clothing, and anything else
they might require during the day. The group discusses the function and use of different
backpack models and collects information related to the problem. Wishing to incorpo-
rate new materials and developments into their solution, they use public opinion and
market research to understand the lifestyles and expectations of current students.
The team starts with the working problem statement: “Design the ultimate college
backpack.” They also pose ancillary questions:
Working from their mind map, market research data, and examples of the best-selling
backpacks, they develop the following baseline criteria to drive their design:8
After discussion, the team re-evaluates its preliminary problem statement and
amends the goal statement to: “Design and manufacture a rugged backpack for col-
lege student use to accommodate, organize and protect electronic devices, textbooks,
notebooks, a water bottle, and extra clothing.”
Stage 2: Imagine
Before embarking on their brainstorming session, the newly assembled team mem-
bers review the data and assign weighted percentages of importance to the factors they
retain. After discussion, they conclude that “Ease of Use” and “Comfort” fall within the
category of “Function” and assign weights to the remaining criteria as follows:
Durability = 25 percent
Protection = 25 percent
8
These suggestions make no claim to be the right answer—they are here to stimulate your creative
thinking.
Function = 25 percent
Organization = 15 percent
Cost = 10 percent
At this juncture, the project manager is comfortable with the results and allows
the team to move ahead in the design process.
Stage 3: Evaluate
To reduce the number of options for prototyping, the team evaluates the ideas.
Stage 4: Create
Several prototype backpacks incorporating one or more of the proposed ideas are
built and supplemented with CAD models to explore their structural behavior with
an eye to the use of composite materials. After reviewing the analysis and criteria, the
team decides to continue the process with all the options suggested.
Stage 5: Test
The team of engineers and technicians now initiates the testing process. They develop
procedures to measure the performance of the different ideas against the criteria
developed in Stage 1 and construct a decision table (Table 12.4).
Tests show that solutions #3, the integral waterproof cover, and #4, the interior frame,
are the preferred options so the project manager suggests a combination of these
solutions to complete the design process. The team members organize their data and
prepare to move to the manufacturing stage.
#3 #4 #7 #8
Durability 25 15 18 10 15
Protection 25 25 20 10 20
Function 25 16 18 17 14
Organization 15 10 10 12 15
Cost 10 5 5 8 3
Totals 100 71 71 57 67
The vital role of communication in the final stages of the engineering design process
has already been discussed. In the case of a backpack, the investment required to tool
up for the manufacture of perhaps hundreds of thousands of backpacks will be
considerable, leaving little room for error or uncertainty. Assuming that all the
relevant documentation has been collated and checked for accuracy, process and
production engineers will be called in to design and install a manufacturing facility.
In parallel with this, the necessary managerial, marketing, sales, and legal structure
will be put in place for commercialization of the backpacks.
The last phase of the engineering design process is commissioning the production line.
Yields from the initial production runs will be used to review thoroughly the r eproducibility
of the product and the reliability of the manufacturing process. The properties of the
backpacks produced are compared against the production specifications to ensure that
there are no weak links, such as poor stitching or misalignment of component parts.
Adjustments and fine tuning will no doubt be required before the design team
meets one last time to evaluate the data from manufacturing and sales, and the
performance of the improved backpacks. The production efficiency, sales, revenues,
costs, expenditures, profits, and quality control reports are reviewed and support the
role of the backpack as an integral component of the company’s products. The group
produces a final report for reference by future project teams.
REFERENCES
BBC, Time-lapse Film Shows How a Boeing Dreamliner is Built (9/30/15) /http://www.bbc
.com/news/business-34406362 (accessed December 30, 2015).
Burns, K., Brooklyn Bridge, Walpole, NH, Florentine Films, 1982.
Petroski, H., To Engineer is Human: The Role of Failure in Successful Design, New York, Vintage
Books, 1992.
Petroski, H., Success Through Failure: The Paradox of Design, Princeton, NJ, Princeton
University Press, 2006.
E X E RC I S E S A N D AC T I V I T I E S
12.1 Disassemble one of the devices suggested below and put it back together. Sketch all
the parts and illustrate how they fit together to make the device operate. List at least
three ways you think the design could be improved. Choose one of the following
devices: a) flashlight, b) lawn sprinkler, c) sink faucet, d) stapler, e) inkjet printer,
f) computer mouse.
12.3 Develop a list of working criteria that could be used in deciding whether to:
a) Accept a co-op job offer from Company A or Company B.
b) Study overseas for the fall semester or remain on campus.
c) Buy a new car or repair your old one.
d) Drive to school or use public transport.
e) Change your major or remain in engineering.
f) Purchase a new computer or upgrade your current model.
g) Live in a detached house or an apartment.
h) Eat no meat for a week.
12.4 Identify five product, structure, or system designs you think can be improved. Pick
one and write a preliminary problem statement for the engineering design process.
12.5 Using an item from your list in Exercise 12.4, develop a list of reference materials
that would be used in developing possible solutions to the problem. Provide specific
examples.
12.6 Get together with three other classmates and brainstorm at least 30 ways to use one
of the following objects:
a) Two-foot length of string
b) Ping-Pong ball
c) One plastic soda bottle
d) Page of notebook paper and a two-inch piece of tape
12.7 Using the result you developed in Exercise 12.4, prepare a decision table for three
possible alternative solutions.
12.8 Read a current printed newspaper or magazine article that describes and discusses
a groundbreaking product, device, or system. Prepare a four-page report that
analyzes and explains, in detail, each stage of the design process that was probably
required in the development of this product or device. Apply the engineering design
process discussed in this chapter to your product or device, and use specific
examples to support your statements. Make sure you list your sources in the body of
the paper or in a bibliography.
12.9 Assemble a team of three students from your class and use the engineering design
process to develop a portable, garage-like covering for a bicycle that can be stored
somewhere on the bike when not in use.
12.10 Assemble a team of four students from your class and use the engineering design
process to build the tallest possible tower that can support a 12-oz can of soda/pop.
Materials: one roll of masking tape, one package of straws, and one can of soda/pop.
Constraints: Your tower must be freestanding and remain upright for five seconds
under load to qualify for measurement. You have 30 minutes to complete this
exercise.
12.11 Assemble a team of five students from your class and use the engineering design
process to build a bridge that spans at least three feet between supports in contact
with the ground. Materials: one roll of duct tape, 10 feet of rope, a 40-inch by 75-inch
piece of cardboard, and 14 cardboard slats each 12 inches by 2 inches. After the
design is complete, 40 minutes will be allowed for bridge construction and testing.
The test: One of your team members must walk heel-to-toe across the bridge; extra
points are awarded for spans exceeding three feet.
12.12 Assemble a team of eight students to design backpacks for a use other than the one
proposed. Start with your own mind map, establish a different set of working
criteria, and then follow the engineering design process.