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The Mechanical Design Process, 3/e
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Guide to The Mechanical Design Process Templates

A series of templates are being developed for the 4th edition of The Mechanical Design Process.

We are making these available at this time to get your comments. All we ask in return is that you complete the questionnaire below for each template you use. Comments received prior to January 1, 2008, will have an impact on what will appear in 4th edition. Comments after this time may have an effect on the templates available to the students.

Template Questionnaire

Many 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. To edit these 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 template marked with an “*” are Excel worksheets (6, 13, 14). They automatically calculate important design information. These are still being debugged but appear to be working properly.

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.

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. http://www.msoe.edu/eecs/ee/seniordesign/EE408ReportFormat.pdf

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

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
Template\13 Plastic Cost

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
Template\14 Machining cost.xls

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 Contradiction
Contradictions help tease apart problems.

Link to TemplateLink to Examples
Template\16 Contradiction.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

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

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