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The Design Process
        For


   FRC Team 1592
    Bionic Tigers



              Mr. Christopher Bearden
              Patriot Systems Engineering
              cbearden1@cfl.rr.com
              Twitter: @C_Bearden
              321-777-2369
Video Presentation

If you would like to watch a video of this presentation, please
                   click on the following link :



                  The Design Process Video
Purpose

• Describe the engineering process used
  by industry

• Relate the engineering process to the
  FRC
Developing a System
                                         5 Major Phases
     Analysis             Design                  Build                  Test                 Support

 •   Strategy

          •     Requirements                                                 = Design Reviews
                Analysis
                      •   Preliminary Design

                            •   Detailed Design
                                            •     Fabrication

                                                       •   Integration

                                                                    •    Design Testing

                                                                             •   Validation
                                                                                          •   Defects

                                                                                              •   Upgrades


Ideas                                  Prototypes                                 Finished Product
Analysis        Design      Build        Test       Support


 What will be our execution strategy for this work?
                                                                                      Specialities
                                                                   1.     Mech Eng - Pneu, Propulsion, Fluids
        Roles & Responsibilities                                   2.     Software Eng - Operating
                                                                        Sys, Algorithm, Embedded
      1. How are we organized to                                   3.     Elect Eng -
        execute the work?                                               Radar, Power, Communications
      2. Who is in charge of who?                                  4.     Architects
      3. Who is responsible for what?                              5.     Chemical Engs
                                                                   6.     ……..possibly many more!



                                                                                            Staffing
     Development
                                                                                 1.  Who is available?
       Process                                     Execution                     2.  Do employees have the
1.   Design reviews
                                                    Strategy                       necessary experience?
                                                  (Program Plan)                 3. Should we hire someone?
2.   Parallel activities                                                         4. Should we give some work
3.   Schedule                                                                      to another company?




                   Tools & Equipment                                         Location of Work
            1.  Software – Lab View or C++                         1.  Where will the work be performed
            2.  Engineering – Pro E or Autodesk                      (U.S. Or Overseas)?
              Inventor                                             2. Do we adequate facilities at those
            3. Machine shops                                         locations?
            4. Electronic manufacturing
Analysis      Design      Build       Test     Support

 What are we supposed to be building?

                                              Types of Requirements
Sources of              Functional       Performance        Physical     Interface    Services
Requirements


1. Customer             What must        How well must it   What size,   How will     Besides the
Specifications          this product     perform this       weight,      people use   product,
2. Marketing
                        do?              task?              color        it? What     what else
3. Safety
Standards                                                   must it      makes it     must be
4. Meetings                                                 be?          work with    delivered
5. Company Stds                                                          other        (training,
6. Industry Stds                                                         products?    documents,
                                   Industry                                           maintenance,
                                                                                      etc.)?


1.   Game Rules         Same             Same               Same         Same         Same
2.   Team Strategy
3.
4.
     Robot Manual
     Awards
                                   FIRST Robotics Competition
5.   Arena
6.   Meetings
Analysis   Design   Build   Test   Support

Examples of Requirements



1. Minibot must ascend a metal pole and impact a
   sensor disk. (Functional)
2. …..must climb the tower < 10 seconds
   (Performance)
3. Sponsors logo’s will be displayed on HostBOT
   (Physical)
4. A driver station will be used to control the HostBOT
   (Interface)
5. HostBOT will not cross the vertical plane of an
   opponents zone (Services – Operator Training)
Analysis     Design      Build      Test    Support

What are the major pieces of our robot system?


                   ROBOT “System”


            Operator


                                  Driver Station       “System” implies people, equipment
             Host Bot                                  and documentation

                                                       Need a design concept to
              Chassis
                                                       get started

            Manipulator


              MiniBot

              MiniBot
             Launcher




            Block Diagram
Analysis   Design     Build      Test     Support

What are the ALL the pieces of our robot system?




                                                     Breakdown
                                                     Diagram
Analysis        Design      Build       Test     Support

Requirements Brainstorming


  •   Technical teams meet to define the requirements for subsystems and
      assemblies
           –    Functional
           –    Performance
           –    Physical
           –    Interface

  •   Example
           1.    The D/S allows an operator to control the HostBOT - Given

                 1a. There will be touch sensitive slider control to vary the HBOT speed
                   from 0 to MAX – Brainstorming Session

  •   Assign responsibility for requirements
                 •   Software
                 •   Mechanical
                 •   Electrical

  •   Allocate requirement to the design
                 •   Which Subsystem or Assembly does this belong to?
Analysis   Design     Build   Test   Support


Preliminary Design Goal: Identify and assess alternatives for each of the
                          ROBOT subsystems (D/S, MiniBOT, etc). Choose one.



Step 1: Technical teams meet to propose solutions to the design problem.

           Example:      MiniBOT Design Concepts

           Alternative #1: Use magnetic force to attach MBOT to the metal
           tower and propel it upwards with an electric motor to impact the disk.

           Alternative #2: Use a spring-loaded mechanism that clamps the
           MBOT to the metal tower when the MBOT impacts the tower.

Step 2: Evaluate the alternatives.

           Step 2a. Test the concepts using a mock-up or a model.
Analysis   Design   Build   Test   Support




                      Example: Alternative #1 Mock-Up

    Tape magnets to wood chassis; attach wheels; size it for the tower.

    Knowing that the MBOT will need a motor, wheels, battery pack – find that
    weight and add it to the mock-up – say 5lbs.

            Test 1: What # and weight of magnets would it take to hold 5lbs
    upright against the tower?
                              - How does this change as weight is added?
            Test 2: How close to the tower must the magnets be?
                              - How does this change as distance changes?
            Test 3: Do magnets affect the operation of the electric motor?
                              - What separation distance is needed?
            Test 4: Will the MBOT travel in a straight line up the tower?
                              - How could this be corrected?
Analysis   Design   Build       Test   Support


              Step 2b: Consider the design constraints

                      a.    Volume of MBOT is restricted to 12” x 12” x12”
                      b.    MBOT must not weigh more than 15lbs
                      c.    No more than 2 motors
                      d.    Powered only by 12VDC battery
                      e.    Allowed materials

              Step 2c: What are the risks of this approach?



                                                             Ex: What if ……..the
                                                             MBOT falls off the tower
                                                             after impacting the
                                                             upper disk?


                                                             Can this risk be
                                                             mitigated somehow?
Analysis   Design    Build          Test           Support




              Step 3: Compare the alternatives

                                                       Alt #1           Alt #2      Alt #3
                             Performance               4 secs           5 secs      9 secs
                             Risk                      High             Medium      Low
                             Cost                      $ 100            $ 500       $100

                             Color Criteria:

                                           Performance: if time <= 5 secs    (Green)
                                                                >5<= 10 secs (Yellow)
                                                                >10 secs     (Red)


                                           Cost:        <= $100                  (Green)
                                                        >$100 <= $400            (Yellow)
                                                        > $400                   (Red)




                Step 4: Select an alternative
Analysis   Design   Build       Test      Support



           Step 5: Add design-level requirements to the existing requirements.

                        Example: Add what was learned from testing the
                                  mock-up.


           Step 6: Create a Preliminary Layout Diagram


                              Wheel                      Wheel

                            Gears

                                       Motor
                                                    Battery             Kill
                                                     Pack     Magnets
                                                                        Sw

                               Wheel                     Wheel
                                                    12” max
Analysis   Design   Build        Test    Support


Detailed Design Goals:      Identify specific parts and materials. Specify how these
   parts interact.


    Step 1: Identify the mathematical word problems and solve them.

            Example: What gear design will propel a 5 lbs MBOT up the tower
    at a speed of X inches/second using an electric motor with an output
    power of……..a rotational speed of ……..and 4” diameter wheels?


    Step 2: Identify parts

              - Consider the design constraints from the Robot Manual
              - Make it or buy it?
                      -- Cost limits imposed by FRC ($400 per part)
                      -- May need a detailed drawing if “make”
              - Add parts information to the “Breakdown Diagram”
              - Are there any “long lead” parts?
Analysis   Design   Build    Test   Support



    Step 3: Design the interfaces

              What SW or HW must be added to the design to make the pieces
    fit and function together ?
                      - HOSTBOT
                              -- Manipulator Assy
                              -- Chassis Assy
                              -- MiniBOT Launcher Assy
                              -- MiniBOT Assy


    Step 4: Create the drawings and digital models

              - Layout Drawings
              - Electrical Schematics
              - Fabricated Parts
Analysis   Design     Build        Test     Support


The Build Phase Goals:        Have a completed Robot system (including SW) that is
   ready for testing.


 Step 1: Drawings are released to machine shop (machinists, microelect, etc).

 Step 2: Purchase Requests are released (a specialist in Industry).

 Step 3: Transportation requirements are defined; materials are
         purchased; crates are constructed.

 Step 4: Parts are received and put into kits (a box or a shelf location)

                                  Use the Breakdown Diagram
                                                                            MiniBot
               Manipulator            Chassis Assy     MIniBot Assy
                                                                           Launcher
                Assy Kit                  Kit               Kit
                                                                            Assy Kit




 Step 5: Kits are assembled.

 Step 6: Assemblies are integrated.
Analysis   Design   Build     Test   Support


The Test Phase Goals: Test the performance limits of the product. Verify the
   product meets the customer’s original set of requirements .



 Developmental Testing

           - How fast, how high, how far?
           - Determining the safety limits
           - Breaking points

 Validation

           - Prove to the customer that the product meets or exceeds
 their original requirements

           - Product ships when the customer is satisfied
Analysis   Design   Build    Test    Support


The Support Phase Goals: Design new features for a fielded product. Fixing defects
   that were discovered by users.




   A new feature (i.e. requirement) sends you all the way back to
   the Analysis Phase!
                         ** What’s the implication here?****

   Types of defects

             - Software bug
             - Parts that break too often
                      -- Environment (heat, humidity)
                      -- High usage
                      -- Poor quality

   Replacement parts (or software) no longer made
Analysis     Design    Build    Test   Support        Waterfall Development Process

 How is Software different?
Process phases can be the same but different diagrams and products than HW.
SW development methods and tools very different than HW.
             - Object Oriented Design
             - Architecture Development Languages
             - AGILE development
             - Service Oriented Architectures

    Analysis
                - SW Architecture (versus Block Diagram)

    Design
                -   Adding more detail to SW architecture
                -   Designing the interfaces to HW items
                -   Designing screen layouts
                -   Data structures, algorithms and sequencing

    Build
                - Writing and deploying code
                - Version control
                - Completing the SW architecture by integrating its pieces
The Last Word

                      80% of catastrophes discovered here




      Analysis   Design   Build    Test   Support




But they were caused here!
Copy of Slides

              cbearden1@cfl.rr.com

                       Or

http://www.slideshare.net/ChristopherBearden/the-
               design-process-final

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The Design Process - FRC

  • 1. The Design Process For FRC Team 1592 Bionic Tigers Mr. Christopher Bearden Patriot Systems Engineering cbearden1@cfl.rr.com Twitter: @C_Bearden 321-777-2369
  • 2. Video Presentation If you would like to watch a video of this presentation, please click on the following link : The Design Process Video
  • 3. Purpose • Describe the engineering process used by industry • Relate the engineering process to the FRC
  • 4. Developing a System 5 Major Phases Analysis Design Build Test Support • Strategy • Requirements = Design Reviews Analysis • Preliminary Design • Detailed Design • Fabrication • Integration • Design Testing • Validation • Defects • Upgrades Ideas Prototypes Finished Product
  • 5. Analysis Design Build Test Support What will be our execution strategy for this work? Specialities 1. Mech Eng - Pneu, Propulsion, Fluids Roles & Responsibilities 2. Software Eng - Operating Sys, Algorithm, Embedded 1. How are we organized to 3. Elect Eng - execute the work? Radar, Power, Communications 2. Who is in charge of who? 4. Architects 3. Who is responsible for what? 5. Chemical Engs 6. ……..possibly many more! Staffing Development 1. Who is available? Process Execution 2. Do employees have the 1. Design reviews Strategy necessary experience? (Program Plan) 3. Should we hire someone? 2. Parallel activities 4. Should we give some work 3. Schedule to another company? Tools & Equipment Location of Work 1. Software – Lab View or C++ 1. Where will the work be performed 2. Engineering – Pro E or Autodesk (U.S. Or Overseas)? Inventor 2. Do we adequate facilities at those 3. Machine shops locations? 4. Electronic manufacturing
  • 6. Analysis Design Build Test Support What are we supposed to be building? Types of Requirements Sources of Functional Performance Physical Interface Services Requirements 1. Customer What must How well must it What size, How will Besides the Specifications this product perform this weight, people use product, 2. Marketing do? task? color it? What what else 3. Safety Standards must it makes it must be 4. Meetings be? work with delivered 5. Company Stds other (training, 6. Industry Stds products? documents, Industry maintenance, etc.)? 1. Game Rules Same Same Same Same Same 2. Team Strategy 3. 4. Robot Manual Awards FIRST Robotics Competition 5. Arena 6. Meetings
  • 7. Analysis Design Build Test Support Examples of Requirements 1. Minibot must ascend a metal pole and impact a sensor disk. (Functional) 2. …..must climb the tower < 10 seconds (Performance) 3. Sponsors logo’s will be displayed on HostBOT (Physical) 4. A driver station will be used to control the HostBOT (Interface) 5. HostBOT will not cross the vertical plane of an opponents zone (Services – Operator Training)
  • 8. Analysis Design Build Test Support What are the major pieces of our robot system? ROBOT “System” Operator Driver Station “System” implies people, equipment Host Bot and documentation Need a design concept to Chassis get started Manipulator MiniBot MiniBot Launcher Block Diagram
  • 9. Analysis Design Build Test Support What are the ALL the pieces of our robot system? Breakdown Diagram
  • 10. Analysis Design Build Test Support Requirements Brainstorming • Technical teams meet to define the requirements for subsystems and assemblies – Functional – Performance – Physical – Interface • Example 1. The D/S allows an operator to control the HostBOT - Given 1a. There will be touch sensitive slider control to vary the HBOT speed from 0 to MAX – Brainstorming Session • Assign responsibility for requirements • Software • Mechanical • Electrical • Allocate requirement to the design • Which Subsystem or Assembly does this belong to?
  • 11. Analysis Design Build Test Support Preliminary Design Goal: Identify and assess alternatives for each of the ROBOT subsystems (D/S, MiniBOT, etc). Choose one. Step 1: Technical teams meet to propose solutions to the design problem. Example: MiniBOT Design Concepts Alternative #1: Use magnetic force to attach MBOT to the metal tower and propel it upwards with an electric motor to impact the disk. Alternative #2: Use a spring-loaded mechanism that clamps the MBOT to the metal tower when the MBOT impacts the tower. Step 2: Evaluate the alternatives. Step 2a. Test the concepts using a mock-up or a model.
  • 12. Analysis Design Build Test Support Example: Alternative #1 Mock-Up Tape magnets to wood chassis; attach wheels; size it for the tower. Knowing that the MBOT will need a motor, wheels, battery pack – find that weight and add it to the mock-up – say 5lbs. Test 1: What # and weight of magnets would it take to hold 5lbs upright against the tower? - How does this change as weight is added? Test 2: How close to the tower must the magnets be? - How does this change as distance changes? Test 3: Do magnets affect the operation of the electric motor? - What separation distance is needed? Test 4: Will the MBOT travel in a straight line up the tower? - How could this be corrected?
  • 13. Analysis Design Build Test Support Step 2b: Consider the design constraints a. Volume of MBOT is restricted to 12” x 12” x12” b. MBOT must not weigh more than 15lbs c. No more than 2 motors d. Powered only by 12VDC battery e. Allowed materials Step 2c: What are the risks of this approach? Ex: What if ……..the MBOT falls off the tower after impacting the upper disk? Can this risk be mitigated somehow?
  • 14. Analysis Design Build Test Support Step 3: Compare the alternatives Alt #1 Alt #2 Alt #3 Performance 4 secs 5 secs 9 secs Risk High Medium Low Cost $ 100 $ 500 $100 Color Criteria: Performance: if time <= 5 secs (Green) >5<= 10 secs (Yellow) >10 secs (Red) Cost: <= $100 (Green) >$100 <= $400 (Yellow) > $400 (Red) Step 4: Select an alternative
  • 15. Analysis Design Build Test Support Step 5: Add design-level requirements to the existing requirements. Example: Add what was learned from testing the mock-up. Step 6: Create a Preliminary Layout Diagram Wheel Wheel Gears Motor Battery Kill Pack Magnets Sw Wheel Wheel 12” max
  • 16. Analysis Design Build Test Support Detailed Design Goals: Identify specific parts and materials. Specify how these parts interact. Step 1: Identify the mathematical word problems and solve them. Example: What gear design will propel a 5 lbs MBOT up the tower at a speed of X inches/second using an electric motor with an output power of……..a rotational speed of ……..and 4” diameter wheels? Step 2: Identify parts - Consider the design constraints from the Robot Manual - Make it or buy it? -- Cost limits imposed by FRC ($400 per part) -- May need a detailed drawing if “make” - Add parts information to the “Breakdown Diagram” - Are there any “long lead” parts?
  • 17. Analysis Design Build Test Support Step 3: Design the interfaces What SW or HW must be added to the design to make the pieces fit and function together ? - HOSTBOT -- Manipulator Assy -- Chassis Assy -- MiniBOT Launcher Assy -- MiniBOT Assy Step 4: Create the drawings and digital models - Layout Drawings - Electrical Schematics - Fabricated Parts
  • 18. Analysis Design Build Test Support The Build Phase Goals: Have a completed Robot system (including SW) that is ready for testing. Step 1: Drawings are released to machine shop (machinists, microelect, etc). Step 2: Purchase Requests are released (a specialist in Industry). Step 3: Transportation requirements are defined; materials are purchased; crates are constructed. Step 4: Parts are received and put into kits (a box or a shelf location) Use the Breakdown Diagram MiniBot Manipulator Chassis Assy MIniBot Assy Launcher Assy Kit Kit Kit Assy Kit Step 5: Kits are assembled. Step 6: Assemblies are integrated.
  • 19. Analysis Design Build Test Support The Test Phase Goals: Test the performance limits of the product. Verify the product meets the customer’s original set of requirements . Developmental Testing - How fast, how high, how far? - Determining the safety limits - Breaking points Validation - Prove to the customer that the product meets or exceeds their original requirements - Product ships when the customer is satisfied
  • 20. Analysis Design Build Test Support The Support Phase Goals: Design new features for a fielded product. Fixing defects that were discovered by users. A new feature (i.e. requirement) sends you all the way back to the Analysis Phase! ** What’s the implication here?**** Types of defects - Software bug - Parts that break too often -- Environment (heat, humidity) -- High usage -- Poor quality Replacement parts (or software) no longer made
  • 21. Analysis Design Build Test Support Waterfall Development Process How is Software different? Process phases can be the same but different diagrams and products than HW. SW development methods and tools very different than HW. - Object Oriented Design - Architecture Development Languages - AGILE development - Service Oriented Architectures Analysis - SW Architecture (versus Block Diagram) Design - Adding more detail to SW architecture - Designing the interfaces to HW items - Designing screen layouts - Data structures, algorithms and sequencing Build - Writing and deploying code - Version control - Completing the SW architecture by integrating its pieces
  • 22. The Last Word 80% of catastrophes discovered here Analysis Design Build Test Support But they were caused here!
  • 23. Copy of Slides cbearden1@cfl.rr.com Or http://www.slideshare.net/ChristopherBearden/the- design-process-final