TOOLS FOR THE FORMAL

MECHANICS/MECHATRONICS DESIGN
METHODOLOGY AND ITS APPLICATION
TO COLLEGE TEACHING - A PROPOSAL

Dr. Jorge Olortegui-Yume, Ph.D.

Mechanical &Mechatronics Engineering
NATIONAL UNIVERSITY OF TRUJILLO
Mechanical Engineering

East Lansing, Michigan

Trujillo, Peru
1

A BRIEF LOOK INTO TYPES OF ENGINEERING

RESEARCH
TYPES OF
ENGINEERING
RESEARCH

BASIC APPLIED TECHNOLOGICAL

Seeks practical Seeks to make the

Seeks new practical
application of the
knowledge application
new knowledge
available in
industrial scale
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1
 A BRIEF LOOK INTO TYPES OF ENGINEERING
RESEARCH
Bacteria used for
Civil Engineering
Seeks to create new
knowledge
BASIC

Not for inmediate

application

Attempts to discover
laws and principles- A new and outside-
THE WHYs?
the-box approach
will be tried
10/13/2017 HIPOTHESIS & STATISTICS MOSTLY REQUIRED 3

A BRIEF LOOK INTO TYPES OF ENGINEERING

RESEARCH
Design and
Seeks to know in order to act
Construction of
upon and modify a specific a Coil Pump
APPLIED

problematic reality

Inmediate application

Does not attempt to discover

laws and principles

Company has an

Uses them in practical ways
specific need
HIPOTHESIS & STATISTICS NOT REQUIRED
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2
 A BRIEF LOOK INTO TYPES OF ENGINEERING
RESEARCH
TECHNOLOGICAL Seeks to solve Design of pipe
practical problems : isolating systems
new products, based on natural
procedures, low-cost materials
methods

Have VALUE due to:

Usefulness, Eficiency,
Practicality

Solve GENERAL
practical problems Company has an
specific need
10/13/2017 HIPOTHESIS & STATISTICS REQUIRED 5

ENGINEERING DESIGN
Set of DECISION
MAKING
processes and
activities
to determine the
FORM of an object,
given the
customers desired
FUNCTION
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3
 A SIMULATION DESIGN ENVIRONMENT
NEW
HEY YOU! , NEED YOU
MECHATRONIC
TO DESIGN AND
MACHINE
BUILD THAT FOR ME

YOU

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FORMAL DESIGN METHODOLOGIES

TWO WAYS ONE DESTINY
Concurrent Design
Traditional Design

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4
 FORMAL DESIGN METHODOLOGIES
GENERAL ENGINEERING DESIGN METHODOLOGY/PHASES
Eggert (2015) & Dieter and Schmidt (2016)
Customer Needs Determination

Design Problem Formulation

Concept Design

Preliminary
Design Configuration Design
Embodiment
Design
Parametric Design

Detail Design
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FORMAL DESIGN METHODOLOGIES

MECHATRONICS ENGINERING DESIGN IS SPECIAL

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5
 FORMAL DESIGN METHODOLOGIES
CUSTOMER NEEDS DETERMINATION
Interviews/Surveys/ Market Research

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FORMAL DESIGN METHODOLOGIES

DESIGN PROBLEM FORMULATION
The Engineering Design Sheet
Example: New bike Design

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6
 FORMAL DESIGN METHODOLOGIES
CONCEPT DESIGN
Concept Generation

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FORMAL DESIGN METHODOLOGIES

CONCEPT DESIGN
Ponderated Weigth Matrix

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 FORMAL DESIGN METHODOLOGIES
CONCEPT DESIGN
Ponderated Weigth Matrix
Steel Crane Hook

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FORMAL DESIGN METHODOLOGIES

CONCEPT DESIGN
Ponderated Weigth Matrix
Steel Crane Hook

Built-up Plates Built-up Plates Cast Steel

Welded Riveted Hook

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 FORMAL DESIGN METHODOLOGIES
CONCEPT DESIGN
Ponderated Weigth Matrix

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FORMAL DESIGN METHODOLOGIES

CONFIGURATION DESIGN
Morphological Matrix

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 FORMAL DESIGN METHODOLOGIES
CONFIGURATION DESIGN

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FORMAL DESIGN METHODOLOGIES

PARAMETRIC DESIGN
Black Box Approach Variables /Parameters

Centrifugal
Fan

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 FORMAL DESIGN METHODOLOGIES
PARAMETRIC DESIGN
Black Box Approach Implementation - MATLAB

Graphical
User
Interface
(GUI)

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FORMAL DESIGN METHODOLOGIES

PARAMETRIC DESIGN
Black Box Approach Implementation - FEM

FEM SIMULATION

3 DESIGN VARIABLES
A, B, F

2 SOLUTION VARIABLES
C,D

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 FORMAL DESIGN METHODOLOGIES
PARAMETRIC DESIGN
Black Box Approach Implementation - FEM

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FORMAL DESIGN METHODOLOGIES

DETAILED DESIGN
General Drawing

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 FORMAL DESIGN METHODOLOGIES
DETAILED DESIGN
Exploded View

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FORMAL DESIGN METHODOLOGIES

DETAILED DESIGN
Part Drawing

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13
 FORMAL DESIGN METHODOLOGIES
A WORD OF CAUTION

Formulation
ORIGINAL
DESIGN

PART
Concept Design
DESIGN

Configuration Configuration VARIANT

Design Design DESIGN

Parametric Parametric Parametric SELECTION

Design Design Design DESIGN

Detail Design Detail Design Detail Design Detail Design

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COMMUNICATION PHASE
Conference/Fair Research Poster

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 FORMAL DESIGN METHODOLOGIES
MECHATRONICS ENGINERING DESIGN IS SPECIAL

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FORMAL DESIGN METHODOLOGIES

MECHATRONICS ENGINERING DESIGN IS SPECIAL
Modeling of Physical Systems
Fluidic Systems
Hydraulics Capacitance
Hydraulic Systems Potential Energy stored by a liquid

dV
q1 q2 q V Ah
dt
d Ah dh
q A
dt dt
p1 p2 p pH gh
p
d H
g A dpH
q A
A g dt
C
dt

g
C
dpH 1
q C pH qdt
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15
 FORMAL DESIGN METHODOLOGIES
MECHATRONICS ENGINERING DESIGN IS SPECIAL
Modeling of Physical Systems
Block Diagrams
Vibrating Systems

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FORMAL DESIGN METHODOLOGIES

MECHATRONICS ENGINERING DESIGN IS SPECIAL
Modeling of Physical Systems
Icon-Based Programming : Simulink & Labiew
Vibrating Systems

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 FORMAL DESIGN METHODOLOGIES
MECHATRONICS ENGINERING DESIGN IS SPECIAL
Simulation techniques

Analytic
Simulation

Numeric
Simulation

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FORMAL DESIGN METHODOLOGIES

MECHATRONICS ENGINERING DESIGN IS SPECIAL
Simulation techniques

Analytic
Simulation
(GUI)

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 FORMAL DESIGN METHODOLOGIES
MECHATRONICS ENGINERING DESIGN IS SPECIAL
Simulation techniques Numeric Simulation
SIMULINK

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FORMAL DESIGN METHODOLOGIES

MECHATRONICS ENGINERING DESIGN IS SPECIAL
Simulation techniques Interphase Labview-
Solidworks

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 THANKS

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REFERENCES

Borja, M. (2012) Metodologa de la Investigacin Cientfica para Ingenieros Borja, Chiclayo, Per

Dieter, G. E., & Schmidt, L. C. (2013). Engineering design (Vol. 3). New York: McGraw-Hill.

Eggert, R. (2005). Engineering design. Pearson/Prentice Hall.

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