EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. Technical Data Package & Team Notebook …what is it anyway? By Edward Hensel and Paul Stiebitz

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. Topics Technical Data Package –Why it’s important –What does it contain? –Who reviews it? and what are they looking for? –How does it enter into the grade? Examples from Past Projects are Available in the Multidisciplinary Engineering Design Resource Room ( off Erdle Commons)

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. Why it’s important Provides a complete record of your work, to –Provide the basis for subsequent improvements –Establish ownership: important when patenting designs –Defend the design in internal reviews (e.g. PDR, CDR) –Defend the design legally (IP infringements, liability suits) –Help you pass the course – contributes to 40% of the course grade via the faculty mentor/coordinator team grade.

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. What does it contain? As appropriate for your project, the team notebook will contain items such as: – –Project planning tab: original project proposal; statement of work; work breakdown structure; Gantt chart; budget; non disclosure agreements ** – –Team tab: meeting agendas & notes; team & sponsor contact information; general notes, copies of individual team member notebook pages and s pertaining to the team’s operations; copies of presentations; travel records – –F1 Needs tab** objective tree; general notes, copies of individual team member notebook pages and s pertaining to project goals & sponsor needs – –F2 Concepts tab** early design concepts and ideation; brainstorming, group drawing and morphological analysis; general notes, copies of individual team member notebook pages and s pertaining to design concepts; relevant references taken from the web, literature searches and vendor information

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. What does it contain?, continued F3 Feasibility tab** –general notes, copies of individual team member notebook pages and s pertaining to the feasibility analysis and concept selection; Pugh analysis F4 Specifications tab –QFD analysis; requirements developed from the objectives tree; performance requirements; general notes, copies of individual team member notebook pages and s pertaining to design specifications F5 Analysis & Synthesis tab –analyses of design (eg. FEA, circuit performance analysis); trade off studies; design window studies & sensitivity analysis; general notes, copies of individual team member notebook pages and s pertaining to design analysis ** F6 Preliminary Design tab –documentation pertaining to the top-level design, eg assembly concept, 3D renderings; preliminary cost analysis; F7 Engineering Models Tab –documentation pertaining to the design and construction of prototypes

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. F8 Detailed Design tab –Bill of Materials; detailed part designs; circuit schematics; assembly drawings; supplier specification sheets & quotes; purchase requisitions F9 Production Planning tab –detailed plans for fabricating components; assembly processes; assembly fixtures; debug during assembly process; supplier information pertaining to manufacturing; F10 Pilot Production tab –in cases where commercialization is a goal of a project: detailed plans for fabricating components; assembly processes; assembly fixtures; debug during assembly process; and supplier information pertaining to manufacturing related to repetitive manufacturing Test Plans –Experiment designs, data & analysis; test plans References –any archival materials that would help a team undertake a follow-up project What does it contain?, continued

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. Who reviews it? F aculty coordinator & mentor Contributes to 40% of Senior Design I grade What are they looking for? Evidence that you attacked your project methodically Identification of design project/customer needs: (needs assessment activities such as customer visits, background research, and benchmarking, well-defined list of deliverables) Development of alternative concepts: brainstorming, group drawings, developing and documenting of top-level designs Assessment of design feasibility: BOM for each candidate concept; understand, apply, and interpret a formal feasibility assessment technique using well-defined criteria (e.g., technical, economic, performance, schedule) Consideration/incorporation of engineering standards and realistic constraints (e.g., economic, environmental, sustainability, manufacturability, ethical, health/safety, social, political)

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. Evidence that you applied your engineering skills correctly Development of design objectives and performance specifications: project objectives and performance specification activities (e.g., identification and understanding of discipline-specific design codes and guides, definition of quantified performance/evaluation criteria) Application of math, science, and engineering principles to identify, formulate, and solve engineering problem using appropriate techniques and modern engineering tools. Application of engineering principles appropriate to each discipline: ability to design a system to meet desired needs: analysis and synthesis activities (i.e., design objectives and performance specifications evaluated and addressed) Evidence that you know how to work effectively on multidisciplinary teams Evidence that you can communicate clearly.

EDGE™ A P D C Copyright © 2004 Dr. Edward Hensel P.E. and P.H. Stiebitz. All rights reserved. Review the contents of the TDP, the weekly course deliverables and the deliverables you agreed to provide to the sponsor. Technical Data Package (TDP) Have your faculty mentor and facultycoordinator review it periodically. Plan Do Check Keep your records up to date; don’t try to pull it together at the end. Review for completeness and consistency. Act