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1
CERTIFIED SOLIDWORKS ASSOCIATE (CSWA) EXAM
Nov 26, 2011 9:00-12:00
Dec 3, 2011 9:00-12:00
SEB1015
NOTES
We’ll take registrations in November but you’ll have to start preparations very soon
The CSWA exam requires familiarity with SolidWorks Simulation Express
2
Design project should require the use of:
Parts
Assemblies
Weldments
Sheet metal
Moving components
3
USING DIFFERENT SYSTEMS OF UNITS
lbf
Absolute system of units
Kinetic (here gravitational) system of units
Kinetic (here gravitational) system of units
4
SUMMARY OF STEPS IN QFD
1. Identify the customersWho are they?
2. Determine the customers' requirementsWhat do the customers want?
3. Determine relative importance of the requirements4. Generate engineering specifications5. Relate customers’ requirements to engineering specifications 6. Identify relationships between engineering requirements 7. Identify and evaluate the competition
How satisfied is the customer now?8. Set engineering targets
How much is good enough?
5
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
ENGINEERING
REQUIREMENTS
CORRELATION
MATRIX
WHO?
1. Identify customers:
Who are they?
QFD Chart also called
HOUSE OF QUALITY
6
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
CORRELATION
MATRIX
WHO?
2. Determine customers’ requirements:
What do customers need and want?
ENGINEERING
REQUIREMENTS
QFD Chart also called
HOUSE OF QUALITY
7
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
CORRELATION
MATRIX
WHO?
3. Determine the relative importance of
customers’ requirements.
ENGINEERING
REQUIREMENTS
QFD Chart also called
HOUSE OF QUALITY
8
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
CORRELATION
MATRIX
WHO?
4. Generate engineering requirements (PDS):
How will the customers’ requirements be met?
ENGINEERING
REQUIREMENTS
QFD Chart also called
HOUSE OF QUALITY
9
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
CORRELATION
MATRIX
WHO?
5. Relate customers’ requirements to
engineering requirements
ENGINEERING
REQUIREMENTS
QFD Chart also called
HOUSE OF QUALITY
10
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
CORRELATION
MATRIX
WHO?
6. Identify relationships between
engineering requirements
ENGINEERING
REQUIREMENTS
QFD Chart also called
HOUSE OF QUALITY
11
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
CORRELATION
MATRIX
WHO?
7. Identify and evaluate competition.
How satisfied is the customer now?
ENGINEERING
REQUIREMENTS
QFD Chart also called
HOUSE OF QUALITY
12
8. Set engineering targets
How much is good enough?
CU
ST
OM
ER
RE
QU
IRE
ME
NT
S
IMP
OR
TA
NC
E
RELATIONSHIP
MATRIX
CO
MP
ET
ITIO
N
TARGETS
CORRELATION
MATRIX
WHO? ENGINEERING
REQUIREMENTS
QFD Chart also called
HOUSE OF QUALITY
13
HAVE WE MET OUR TARGETS
AT THE END OF THE DESIGN PROCESS?
Beginning of design
process: PDS
End of design
Process: Prototype
?
14
CRAMPONS CRAMPONS QFD exerciseQFD exercise
15
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
People who walk on glaciers or snow fields
Not casual users
Not ice climbers
CRAMPONS – STEP 1
16
Ability to walk on ice and hard snow
Ability to climb on ice but no “hard core” climbing
Lightweight
Easy to attach
Stays on firmly
Easy to detach
Snow won’t stick
Use with “normal” boots
CRAMPONS – STEP 21. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
17
5 – very important,
4 – important
3 – somewhat important
2 - minimally important
1 – not that important
Ability to walk on ice and hard snow 5
Ability to climb on ice but no “hard core” climbing 2
Lightweight 3
Easy to attach 3
Stays on firmly 5
Easy to detach 2
Snow won’t stick 4
Use with “normal” boots any size 5
CRAMPONS – STEP 31. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
18
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
Walk on ice, snow
Easy climb
Lightweight
Easy to attach
Stays on firmly
Easy to detach
Snow won’t stick
Normal boots
CRAMPONS – STEP 3
5
2
3
3
5
5
4
5Low maintenance 3
Customer requirements and their relative importance1 - 5
19
CRAMPONS – STEP 41. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want?
3. Determine relative importance of the requirements: Who versus what
4. Generate engineering specifications: How will the customers' requirements be met?
5. Relate customers , requirements to engineering specifications: Hows measure whats?
6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now?
8. Set engineering targets: How much is good enough?
20
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
Walk on ice, snow
Easy climb
Lightweight
Easy to attach
Stays on firmly
Easy to detach
Snow won’t stick
Normal boots
Mat
eri
al
# o
f s
pik
es f
ron
t.
# o
f s
tra
ps
Tim
e to
att
ach
Fo
rce
to
dis
lod
ge
CRAMPONS – STEP 4
5
2
3
3
5
5
4
5
# o
f s
pik
es r
ear.
Tim
e to
de
tac
h
Low maintenance 3
Fin
ish
Mat
eri
al n
o
sti
ck p
late
s
Engineering specifications
Customer requirements and their relative importanceScale 1 - 5
Notes:
Material is material density as % of steel
Material of no stick plates is coefficient of friction with snow
Days: # of days in salt spray to first sign of corrosion
21
CRAMPONS – STEP 51. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want?
3. Determine relative importance of the requirements: Who versus what
4. Generate engineering specifications: How will the customers' requirements be met?
5. Relate customers , requirements to engineering specifications: Hows measure whats?
6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now?
8. Set engineering targets: How much is good enough?
22
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
Walk on ice, snow
Easy climb
Lightweight
Easy to attach
Stays on firmly
Easy to detach
Snow won’t stick
Normal boots
Mat
eri
al
# o
f s
pik
es f
ron
t.
# o
f s
tra
ps
Tim
e to
att
ach
CRAMPONS – STEP 5
5
2
3
3
5
5
4
5
# o
f s
pik
es r
ear.
Tim
e to
de
tac
h
Low maintenance 3
Fin
ish
Mat
eri
al n
o
sti
ck p
late
s
7
9 9
9
5
5
9
9
7
7 7
7 7
Relations between customer requirements and engineering specificationsScale 1 – 9
1 – very week relation9 – very strong relation
Fo
rce
to
dis
lod
ge
UNITS % days s s N
ABSOLUTE IMPORTANCE 27 41 27 120 56 56 36363
7% 11% 7% 33% 15% 15% 9%RELATIVE IMPORTANCE
Relative importance of engineering specifications
23
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
CRAMPONS – STEP 6
24
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want? 3. Determine relative importance of the requirements: Who versus what 4. Generate engineering specifications: How will the customers' requirements be met? 5. Relate customers , requirements to engineering specifications: Hows measure whats? 6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now? 8. Set engineering targets: How much is good enough?
Walk on ice, snow
Easy climb
Lightweight
Easy to attach
Stays on firmly
Easy to detach
Snow won’t stick
Normal boots
Mat
eri
al
# o
f s
pik
es f
ron
t.
# o
f s
tra
ps
Tim
e to
att
ach
Fo
rce
to
dis
lod
ge
CRAMPONS – STEP 6
5
2
3
3
5
5
4
5
# o
f s
pik
es r
ear.
Tim
e to
de
tac
h
Low maintenance 3
Fin
ish
Mat
eri
al n
o
sti
ck p
late
s
7
9 9
9
5
5
9
9
7
7 7
7 7
3
5
Relations between engineering specificationsScale 1 - 5
UNITS % days s s N
ABSOLUTE IMPORTANCE 27 41 27 120 56 56 36363
7% 11% 7% 33% 15% 15% 9%RELATIVE IMPORTANCE
25
CRAMPONS – STEP 7
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want?
3. Determine relative importance of the requirements: Who versus what
4. Generate engineering specifications: How will the customers' requirements be met?
5. Relate customers , requirements to engineering specifications: Hows measure whats?
6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now?
8. Set engineering targets: How much is good enough?
26
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want?
3. Determine relative importance of the requirements: Who versus what
4. Generate engineering specifications: How will the customers' requirements be met?
5. Relate customers , requirements to engineering specifications: Hows measure whats?
6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now?
8. Set engineering targets: How much is good enough?
CRAMPONS – STEP 7
http://www.mec.ca/
B
A
27
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want?
3. Determine relative importance of the requirements: Who versus what
4. Generate engineering specifications: How will the customers' requirements be met?
5. Relate customers , requirements to engineering specifications: Hows measure whats?
6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now?
8. Set engineering targets: How much is good enough?
Walk on ice, snow
Easy climb
Lightweight
Easy to attach
Stays on firmly
Easy to detach
Snow won’t stick
Normal boots
Mat
eri
al
# o
f s
pik
es f
ron
t.
# o
f s
tra
ps
Tim
e to
att
ach
Fo
rce
to
dis
lod
ge
CRAMPONS – STEP 7
5
2
3
3
5
5
4
5
# o
f s
pik
es r
ear.
Tim
e to
de
tac
h
Low maintenance 3
Fin
ish
Mat
eri
al n
o
sti
ck p
late
s
7
9 9
9
5
5
9
9
7
7 7
7 7
5
2
2
2
4
2
3
1
5
3
2
1
5
3
2
5
1
3
A B
3
5
Competition evaluatedScale 1 - 5
UNITS % days s s N 103 97
Competition rated
Mas
s
A
B
g
820
750
30
30
5
10
10 4
44
1 15
252
10
25 2500
1500 0.05
0.05
Pri
ce
141
118
$
ABSOLUTE IMPORTANCE 27 41 27 120 56 56 36363
7% 11% 7% 33% 15% 15% 9%RELATIVE IMPORTANCE
28
CRAMPONS – STEP 8
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want?
3. Determine relative importance of the requirements: Who versus what
4. Generate engineering specifications: How will the customers' requirements be met?
5. Relate customers , requirements to engineering specifications: Hows measure whats?
6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now?
8. Set engineering targets: How much is good enough?
29
1. Identify the customers: Who are they? 2. Determine the customers' requirements: What do the customers want?
3. Determine relative importance of the requirements: Who versus what
4. Generate engineering specifications: How will the customers' requirements be met?
5. Relate customers , requirements to engineering specifications: Hows measure whats?
6. Identify relationships between engineering requirements: How are the "hows" dependent on
each other?
7. Identify and evaluate the competition: How satisfied is the customer now?
8. Set engineering targets: How much is good enough?
CRAMPONS – STEP 8
Walk on ice, snow
Easy climb
Lightweight
Easy to attach
Stays on firmly
Easy to detach
Snow won’t stick
Normal boots
Mat
eri
al
# o
f s
pik
es f
ron
t.
# o
f s
tra
ps
Tim
e to
att
ach
Fo
rce
to
dis
lod
ge
5
2
3
3
5
5
4
5
# o
f s
pik
es r
ear.
Tim
e to
de
tac
h
Low maintenance 3
Fin
ish
Mat
eri
al n
o
sti
ck p
late
s
7
9 9
9
5
5
9
9
7
7 7
7 7
5
2
2
2
4
2
3
1
5
3
2
1
5
3
2
5
1
3
A B
3
5
UNITS % days s s N
OUR TARGETS
UNITS % days s s N 103 97
A
B
g
820
750
30
30
5
10
10 4
44
4 15
252
10
25 2500
1500 0.05
0.05
Pri
ce
141
118
$
1307500.05250015153261030
Our engineering targets
ABSOLUTE IMPORTANCE 27 41 27 120 56 56 36363
7% 11% 7% 33% 15% 15% 9%RELATIVE IMPORTANCE
30
CRAMPONS – STEP 8
Engineering targets (Design Specifications)
31
PLANNING AND SCHEDULING
1. Specification Development / Planning Phase
Determine, customer need and engineering requirements
Develop a project plan
2. Conceptual Design Phase
Generate and evaluate concepts
Select best solution
3. Detail Design Phase
Documentation and part specification
Prototype evaluation
4. Production Phase
Component manufacture and assembly
Plant facilities / capabilities
5. Service Phase
Installation, use , maintenance and safety
6. Product Retirement Phase
Length of use, disposal, and recycle
What tools do we use now?
QFD done!
32
PLANNING AND SCHEDULING
PLANNING (what needs to be done and in what order)
Consists of identifying the key tasks (or activities) in a project and ordering them in the sequence in which they should be performed. Project Plan is a document that defines the tasks which need to be completed during the design process
SCHEDULING (when)
Consists of putting the plan into the calendar.
33
PLANNING THE DESIGN PROJECT
Five steps in establishing a plan for a design project are:
1. Identifying key tasks.
2. Stating measurable objective (s) for each task.
3. Estimating personnel needed and time required to meet the objectives.
4. Developing a sequence for the tasks.
5. Estimating product development costs.
34
STEP 1: IDENTIFYING THE TASKS
Although the tasks should be as specific as possible, they may be vague statements such as "generate concepts" at the early stages of the project.
Example: Tasks for the kayak design
1. Develop product specifications
2. Establish 2-3 concepts for product development
3. Select the final concept
4. Complete detail design of the selected concept
5. . .
PLANNING THE DESIGN PROJECT
35
STEP 2: STATE MEASURABLE OBJECTIVE FOR EACH TASK
Each objective must be:
easily understood
specific
feasible (possible, given the personnel, equipment, and time
available)
defined not as activities to be performed, but as results to be
achieved (usually in terms of paperwork produced or prototypes
developed)
PLANNING THE DESIGN PROJECT
36
PLANNING THE DESIGN PROJECT
STEP 2A:
STATE THE OBJECTIVE FOR TASK 1 (PDS)
Identify customer requirements.
Identify and evaluate competition.
Develop a set of measurable engineering targets (PDS) for the product.
37
PLANNING THE DESIGN PROJECT
STEP 2B:
STATE THE OBJECTIVE FOR TASK 2 (Concept generation and selection)
Based on a clear understanding of the functions required, generate sketches
of several potential concepts. Evaluate each concept relative to customer
requirements. Choose the best two. Document the selection with the
generation of decision matrices.
38
PLANNING THE DESIGN PROJECT
STEP 2C:
STATE THE OBJECTIVE FOR TASK 3 (Detailed Design)
Assembly drawings
Detail drawings of all components
Parts list (bill of materials BOM)
Manufacturing and assembly procedure
39
STEP 3: ESTIMATING THE PERSONNEL NEEDED AND THE TIME REQUIRED FOR EACH TASK
For each task, identify who on the design team (by job title) will be responsible for meeting the objectives, what percentage of their time will be required, and over what period of time they will be needed.
For each person on each task, it will be necessary to estimate not only the total time requirement but the distribution of this time.
Finally, the total time to complete the task must be estimated.
PLANNING THE DESIGN PROJECT
40
STEP 3: ESTIMATING THE PERSONNEL NEEDED AND THE TIME REQUIRED FOR EACH TASK
Typical personnel and time requirements, for example:
Design of elemental assemblies, brackets, plates, straps. All design work is routine and/or requires only simple modifications of an existing product.
1 designer for 1 week
Design of elemental devices such as mechanical toys, locks, and scales, or complex single components. Most design work is routine or calls for limited original design. 1 designer for 1 month
Design of complete machines and machine tools. Work involved is mainly routine, with some original design. 2 designers for 4 months
Design of high-performance products that may utilize new (proven) technologies. Work involves some original design and may require extensive analysis and testing. 5 designers for 8 months
PLANNING THE DESIGN PROJECT
41
STEP 4: DEVELOPING A SEQUENCE FOR THE TASKS
The goal is to have each task accomplished before its result is needed and, at the same time, to make use of all of the personnel all the time.
The simplest and most commonly used scheduling tool is the Gantt (or bar) chart.
A Gantt chart is a graphical representation of the duration of tasks against the progression of time. http://www.ganttchart.com/
On the Gantt chart:
1. Each task is plotted against a time scale (ie. weeks, months,etc.).
2. The total personnel requirement for each time unit is plotted.
3. The schedule of design reviews is shown.
PLANNING THE DESIGN PROJECT
42
An example of a Gantt chart
http://www.ganttchart.com/
PLANNING THE DESIGN PROJECT
Note: The Gantt chart does not show the dependence of one task on another.
43
Gantt chart
A Gantt chart is a horizontal bar chart developed as a production control tool in
1917 by Henry L. Gantt, an American engineer and social scientist. Frequently
used in project management, a Gantt chart provides a graphical illustration of a
schedule that helps to plan, coordinate, and track specific tasks in a project.
On the Gantt chart:
1. Each task is plotted against a time scale (ie. weeks, months, etc.)
2. The total personnel requirement for each time unit is plotted3. The schedule of design reviews is shown
Note: The Gantt chart does not show the dependence of one task on another.
PLANNING THE DESIGN PROJECT
44
Example: Project plan for the crampons
Note: Time estimates > 100% indicate more than one person is required.
Tasks:
1. Complete the specification development.
2. Establish two concepts for product development.
3. Develop first prototype (P1) of the crampons concepts.
4. Laboratory - test P1 and select one design for finalization.
5. Redesign and produce second prototype (P2).
6. Field-test final design.
7. Complete production documentation.
8. Develop quality-control procedure.
9. Prepare patent application.
10. Establish product appearance.
11. Develop shipping procedures
12. Develop packaging.
PLANNING THE DESIGN PROJECT
45
PLANNING THE DESIGN PROJECT IN MME2259a
46
PLANNING THE DESIGN PROJECT IN MME259a
Design review 1
Design review 2
Design review 3
Final report
47
Design review 1
QFD
Gantt Chart