1. Chapter 5: Product Specifications
Product Design and Development
Fourth Edition
by Karl T. Ulrich and Steven D. Eppinger

2. Reflection on Customer Need Statements
Access objects in the bag quickly and easily.
The person must be able to retrieve items of interest in an unawkward fashion.
A user should be able to access common items while standing up with minimal effort.
Be able to locate items easily in the bag.
Customer needs an easier way to pay for purchases.
More storage options for better organization.
New location for checkbook.
Person needs a way to see into the backpack easily so that they can find checkbook easier.
Customer needs bag with compartments they can reach while wearing the bag.
A wallet with a debit card and built in ID.
Hands free way of holding bag so both hands can be used in looking for stuff.
Velcro pockets on the outside to hold wallet, checkbook and such.
Thumbs up thumbs down
Access objects in the bag quickly and easily – this is good for a customer need; however, it is recommended to only include one item in a need statement. Access objects in the bag quickly. Access objects in the bag easily.
“Unawkward” is actually awkward.
Why common? Why only standing up?
I like be able to locate items easily. I would probably omit in the bag.
Customer needs an easier way to pay for purchases – oops this isn’t about the bag.
More storage – this is how.
New location for checkbook – this is how
Seeing is also how,
The rest are all hows…

3. Suggested Solutions
See how the leather on the bottom of the bag is all scratched; it’s ugly.
When I’m standing in line at the cashier trying to find my checkbook while balancing my bag on my knee, I feel like a stork.
This bag is my life; if I lose it I’m in big trouble.
There’s nothing worse than a banana that’s been squished by the edge of a textbook.
I never use both straps on my knapsack; I just sling it over one shoulder.
The bag maintains its original appearance with use.
Bag allows easy access to items
Bag is easy to find.
The bag protects fragile items from damage.
The bag can rest securely in multiple modes (either or both shoulders.)
The bag can be carried comfortably in multiple modes (one shoulder strap, two shoulder straps, or hand hold.)

4. Product Development Process
Planning
Concept
Development
System-Level
Design
Detail
Design
Testing and
Refinement
Production
Ramp-Up
Remember that we are looking at an overall Product Development Process. We are going into more detail on Concept Development. We did a lecture, quiz and homework assignment on customer needs. Now we are ready to go to the next step in Concept Development.

5. Concept Development Process
Plan
Identify
Customer
Needs
Establish
Target
Specifications
Generate
Product
Concepts
Select
Product
Concept(s)
Test
Product
Concept(s)
Set Final
Specifications
Plan
Downstream
Development
Perform Economic Analysis
Benchmark Competitive Products
Build and Test Models and Prototypes
Target Specs
Based on customer needs and benchmarking
Final Specs
Based on selected concept, feasibility, models, testing, and trade-offs
For Senior Design, you may only get to the point of identifying target specs.

6. Product Design Specifications
Basic control and reference document for the design and manufacture
Specific, measurable, testable criteria
“Unambiguous, Understandable, Correct, Concise, Traceable, Traced, Design Independent, Verifiable, Unique, Complete, Consistent, Comparable, Modifiable, Attainable”
Functional decomposition
Performance targets
Constraints (Demands, Musts)
Goals (Wishes, Wants)
Features

7. The Blind Men and the Elephant A Hindu fable by John Godfrey Saxe
from Elephants Ancient and Modern by FC Sillar and RM Meyler.
The Fourth reached out his eager hand, And felt about the knee. `What most this wondrous beast is like Is mighty plain,' quoth he; `'Tis clear enough the Elephant Is very like a tree!'
It was six men of Indostan To learning much inclined, Who went to see the Elephant (Though all of them were blind), That each by observation Might satisfy his mind.
The First approached the Elephant, And happening to fall Against his broad and sturdy side, At once began to bawl: `God bless me! but the Elephant Is very like a wall!'
The Second, feeling of the tusk, Cried, `Ho! what have we here So very round and smooth and sharp? To me 'tis mighty clear This wonder of an Elephant Is very like a spear!'
The Third approached the animal, And happening to take The squirming trunk within his hands, Thus boldly up and spake: `I see,' quoth he, `the Elephant Is very like a snake.'
The Fifth who chanced to touch the ear, Said: `E'en the blindest man Can tell what this resembles most: Deny the fact who can, This marvel of an Elephant Is very like a fan!'
The Sixth no sooner had begun About the beast to grope, Than, seizing on the swinging tail That fell within his scope, `I see,' quoth he, `the Elephant Is very like a rope!'
And so these men of Indostan Disputed loud and long, Each in his own opinion Exceeding stiff and strong, Though each was partly in the right, And all were in the wrong!
So, oft in theologic wars, The disputants, I ween, Rail on in utter ignorance Of what each other mean, And prate about an Elephant Not one of them has seen!
As a Design Engineer, you will be taking different views of the product. Every view has a slightly different perspective. What the customer wants is the elephant, and you have to figure out how to do that.

8. Writing a good PDS is very difficult
Customer
Regulatory Bodies
Laws of Physics
Functional Analysis
Company Constraints
Social, Political, and Legal Requirements
Give example from Clinch River Liquid Metal Fast Breeder Reactor Closure Head Data Acquisition System – case about differentiating position to get velocity
Heat treat vs hardness

9. The Product Specs Process
Set Target Specifications
Based on customer needs and benchmarks
Develop metrics for each need
Set ideal and acceptable values
Refine Specifications
Based on selected concept and feasibility testing
Technical modeling
Trade-offs are critical
Reflect on the Results and the Process
Critical for ongoing improvement

10. Product Specifications Example: Mountain Bike Suspension Fork

11. Start with the Customer Needs
Which of these are “not so good” customer needs statements?
“instills pride”?
“is not contaminated”?

12. Establish Metrics and Units
Establishing Metrics requires experience and knowledge in the area. If you are unfamiliar, look at competitors products and see what they report. For example, most cars report their engine size – so this is probably important. There will be other things that are important that you may not discover until you are into the design process.

13. Additional Areas to Consider
Physical requirements
Functional requirements
Service environment (comprehensive: insect and bird damage)
Kinematics – type of motion, direction, velocity, acceleration
Forces - direction, magnitude, frequency, resonance, stiffness
Materials – properties of final product, flow of materials, design for manufacturing
These additional areas can have a significant effect on your product. For the first round of selecting metrics, they are definitely worth spending time on. If you miss something crucial, you are in BIG trouble.

14. Design Specification Checklist
Performance At what speed must it operate? How often will it be used (continuous or discontinuous use)? How long must it last?
Environment (during manufacture, storage and use) All aspects of the product’s likely environment should be considered: for example temperature, humidity, risk of corrosion, vibration.
Target product cost This is strongly affected by the intended market.
Competition What is the nature and extent of existing or likely competition? Does our specification differ from the competition? If so, why?
Quantity and manufacture Should it be made in bulk, in batches, or as individual items made to order? Does it have to be a particular shape? Can we make all the parts or must we buy some in?
Materials Are special materials needed? Do we have experience of working with the likely candidate materials?
Quality and consistency What levels of quality and consistency does the market expect for this product? Does every product have to be tested?
Standards Does the product need to conform to any local, international or customer standards? Is the product safe?
Patents Are there any patents we may either infringe or register?
Packaging and shipping How will the product be packaged? How will the product be distributed?
Aesthetics and ergonomics Is the product easy and fun to use? Is it attractive to the right customer?
Market constraints Does a market already exist or must it be created? What is the likely product lifetime? How long do we have to get the product to market? What are the customers’ likes and dislikes?
Company constraints Does the product fit in with company image? Are we constrained in material or process choice? Are there any political considerations?

15. More Things to Think About
Production – Factory limitations, outsourcing, tolerancing (You may wait on actual tolerances until later – just think about the big picture.)
Assembly
Transport
Costs
Schedule
Life-cycle issues
Human factors

16. Social, Political, Legal
Safety and environmental regulations
STANDARDS
Safety and product liability
Patents and intellectual property

17. Metrics Exercise: Ball Point Pen
Customer Need: The pen writes smoothly.
They have a good discussion of this.

18. Link Metrics to Needs
An empty row means there is something the customer wants that he isn’t getting. An empty column could mean two different things: There is something that you’re giving the customer that they don’t want, OR, there is a regulatory mandate, OR, there is something that the customer doesn’t talk about because they assume they will always have it. BE CAREFUL here

19. Benchmark on Customer Needs
This should be customer perceptions. Customer perceptions may be different from the facts, but they are still customer perceptions. Old example of Ford vs. Toyota truck.

20. Benchmark on Metrics
Seat tilt on accel

21. Assign Marginal and Ideal Values

22. Perceptual Mapping Exercise
Chocolate
Crunch
Opportunity?
KitKat
Peanut
M&Ms
Almond
Joy
I think we need to do this here! Do quiz after this!
Plain M&Ms

23. Now What? Can you get there from here?
Make a functional model of the product
Make a technical model of the product
Make a cost model of the product
Refine the specifications, making trade-offs where necessary.
Flow down the specifications as appropriate
Reflect on the results and the process.
I’m adding a step here. Let’s insist that they do some functional modeling.

25. Add ehibit 5-10

27. Trade-off Curves for Three Concepts
Specification Trade-offs
Trade-off Curves for Three Concepts
Estimated Manufacturing Cost ($)
Score on Monster (Gs)

28. Set Final Specifications

29. relationships between
Quality Function Deployment (House of Quality)
technical
correlations
relative
importance
engineering
metrics
customer
needs
benchmarking on needs
relationships between
customer needs and
engineering metrics
target and final specs

30. Perceptual Mapping Quiz
Name:______________________ CM:______
Name:______________________
Chocolate
Crunch
Add reflect slide