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The Mechanical Design Process, 4/e
David G. Ullman, Oregon State University


Templates

A series of templates have been developed for the 4th edition of The Mechanical Design Process. Most of these templates have form fields in them to make "filling in the blanks" easy. This includes Text Form Fields and Drop Down Form Fields. You can use the templates as provided or edit them to suit your needs. To edit the fields, display the Forms Toolbar (View, Toolbars, Forms). Unlock the form to edit (right icon that looks like a lock). Be sure to relock it or the drop downs won't work.

Those templates marked with an "*" are Excel worksheets (6, 13, 14, 28). They automatically calculate important design information.

The discontinuous numbering is an indication that other templates are being developed. Other examples are being developed so all the templates will have at least one example.

Please send any corrections or suggestions for other templates to: Professor David Ullman, ullman@engr.orst.edu

1 Product Decomposition
The goal is to dissect existing products to learn about how things are built. Additional rows can be added as needed. The example of the Irwin Clamp also is used in items 6 21 below.

Link to TemplateLink to Examples
Template\1 Decomposition.docExample\1 Decomposition Irwin quick grip.pdf
Other examples at http://gicl.cs.drexel.edu/wiki/Category:Disassembly_Notes

2 Team contract
This is a blank form for teams to establish goals, performance expectations and performance expectations.

Link to TemplateLink to Examples
Template\2 Team Contract.doc

3 Meeting minutes
This is a simple form for keeping meeting records. It has areas for the agenda, discussion, decisions made and action items.

Link to TemplateLink to Examples
Template\3 Meeting Minutes.doc

4 Team health inventory
A questionnaire with seventeen questions to assess team health and room to add more items as needed.

Link to TemplateLink to Examples
Template\4 Team Health.doc

6 * Plastics ID
This is an Excel spread sheet that can be used to identify the types of plastics used in products that are decomposed (see item 1).

Link to TemplateLink to Examples
Template\6 Plastic ID.xlsExample\6 Plastic ID Irwin Label, Part 15.pdf

7 Design Report
This is not a template but a guideline for an engineering design report. The items borrowed heavily from one used by the EE department at the Milwaukee School of Engineering.

Link to TemplateLink to Examples
Template\7 Design Report.doc

8 Product Proposal
This template has all the elements needed for the proposal of a new product. The example is taken from an actual proposal.
Link to TemplateLink to Examples
Template\8 Product Proposal.docExample\8 Product Proposal.pdf

10 Project Planning
Project Planning requires the careful definition of tasks , their objectives, deliverables and assignment. This template encourages thinking each task through during the planning process.

Link to TemplateLink to Examples
Template\10 Project Plan.doc

11 SWOT
The “Strength-Weakness-Opportunity-Threat” or SWOT analysis is widely used in business to evaluate situations. It is also useful in engineering design.

Link to TemplateLink to Examples
Template\11 SWOT Analysis.docExample\11 SWOT Analysis.pdf

12 Technology Readiness
This is a simple analysis to determine the readiness of a technology for use in a product. A low “readiness” implies that the project is research and development rather than design, a high readiness technology is product-ready.

Link to TemplateLink to Examples
Template\12 Technology Readiness.doc

13 * Plastic part cost calculator
This spreadsheet allows the calculation of the cost to produce a plastic part. It is based on the combination of a number of models and includes such factors as material, size, complexity, surface finish, production volume, wall thickness and tolerance. It is fairly accurate and can give a good feel for the effect of design changes, but not intended for actual cost estimation.

Link to TemplateLink to Examples
13 Plastic Cost.xls (72.0K)

14 * Machined part cost calculator
This spreadsheet allows the calculation of the cost to produce a machined metal part. It is based on the combination of a number of models and includes such factors as material, size, complexity, surface finish, production volume, tolerance, and machine tools needed. It is fairly accurate and can give a good feel for the effect of design changes, but not intended for actual cost estimation.

Link to TemplateLink to Examples
14 Machining Cost.xls (86.0K)

15 Morphology
A morphology is a basic method to develop new concepts from a basic understanding of the functionality.

Link to TemplateLink to Examples
Template\15 Morphology.doc

16 Voice of the Customer
This template ensures that the right questions are being asked in order to develop an understanding of the product need.

Link to TemplateLink to Examples
Template\16 Voice.doc

17 Reverse Engineering for Function Understanding
Reverse engineering is a method to understand how a product works. It is like Product Decomposition (Template 1) but with a focus on function.

Link to TemplateLink to Examples
Template\17 Reverse Enginnering.doc

19 Test Report
This is a simple format to report the results of testing.

Link to TemplateLink to Examples
Template\19 Test Report.doc

20 Vendor Selection or Make/Buy Decisions
This form can be used to help make decisions about which vendor to choose for a component or product. Alternatively Vendor 1 and be the option to Make the item in-house and Vendors 2-N can be options to Buy the item from others.

Link to TemplateLink to Examples
Template 20 Make/Buy (82.0K)

21 DFAssy
This is a questionnaire that develops Design for Assembly (DFA) score. Since this is a relative score, it is only good for the comparison of two designs for the same product. The examples are for two designs for hand clamps.

Link to TemplateLink to Examples
Template\21 DFA.docExample\21 DFA for Irwin pre 2007 clamp.pdf

22 FMEA
This Failure Modes and Effects Analysis (FMEA) template helps organize the information needed for an FMEA study.

Link to TemplateLink to Examples
Template\22 FMEA.doc

23 Bill of Materials (BOM)
This form contains all the fields for developing a Bill of Materials.

Link to TemplateLink to Examples

Template 23 BOM (82.0K)

26 Change order
This is a simple form for a change order.

Link to TemplateLink to Examples
Template\26 Engineering Change Notice.doc

27 Patent prospectus
This form contains all the fields needed to write a patent prospectus.

Link to TemplateLink to Examples
Template\27 Patent Prospectus.doc

28 * Personal Problem-Solving Behavior
This spreadsheet helps you evaluate your problem-solving behavior.

Link to TemplateLink to Examples
28 Personal Problem-Solving Behavior (47.0K)