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    1540 Introduction To Mechatronics 1Stefan Williams

    Introduction to Mechatronics

    Mech-1540

    Stefan B. Williams

    Research Fellow of Mechatronic Engineering

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    1540 Introduction To Mechatronics 2Stefan Williams

    Schedule of Events

    Q 2 of Assign 2MID SEMESTER BREAK

    Spare19/614

    Due 13/6Major Assignment12/613

    Case Study : Unmanned Air/Land/Sea Vehicles5/612

    Case Study : Formula SAE29/511

    Active Sensor Systems (Graham Brooker)22/510

    Due 16/5Assignment 2 - Control and Modelling15/59

    Q 4 of Assign 2System Modelling and Control8/58

    Q 3 of Assign 2Computer Software and Design Tools1/57

    6

    5

    4

    3

    2

    1

    Week

    17/4

    10/4

    3/4

    27/3

    20/3

    13/3

    Date

    Computer Hardware

    Assignment 1 Design Exercise

    Sensors

    Actuators

    Design Process

    Introduction

    Content

    Q 1 of Assign 2Due 11/4

    Q 3 of Assign 1

    Q 2 of Assign 1

    Q 1 of Assign. 1

    Assignment Notes

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    1540 Introduction To Mechatronics 3Stefan Williams

    What is Engineering Design?

    Engineering Design is the systematic,

    intelligent generation and evaluation of

    specifications for products whose form and

    function achieve stated objectives and satisfyspecified constraints

    The purpose of design is to derive from a set

    of specifications a description of a product

    sufficient for its realization

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    1540 Introduction To Mechatronics 4Stefan Williams

    Why is Engineering Design important?

    It provides us with

    A methodology to be followed in the search for a

    solution to a recognized problem

    A set of requirements that characterize asuccessful solution to the problem

    A means of managing increasingly complex,

    technological problems by breaking the task of

    finding a solution into smaller sub-system design

    problems

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    1540 Introduction To Mechatronics 5Stefan Williams

    The Design Process

    Problem Identification Systems Design

    System Specification

    Systems Modelling

    Implementation Component Selection

    Component Testing

    System Integration

    System Verification Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 6Stefan Williams

    The Product lifecycle

    Concept

    Exploration

    System

    Definition Engineering

    Development

    System

    Qualification

    Deployment

    Operation &

    Maintenance

    Production

    Disposal

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    1540 Introduction To Mechatronics 7Stefan Williams

    Design models : The Waterfall

    Requirements

    Design

    Implementation

    Testing

    Integration

    Operation and

    Maintenance

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    1540 Introduction To Mechatronics 8Stefan Williams

    Design models : The Spiral

    Determine goals,alternatives,

    constraints

    Evaluatealternatives and

    risks

    Develop

    and testPlan

    Implementation Plan

    Integration & Test Plan

    Development Plan

    Requirements,

    lifecycle PlanConcept of

    operation

    Acceptance test

    Validated design

    Validated reqts

    Detailed

    Design

    Initial

    design

    Reqts

    Risk analysis

    Risk analysis

    Risk analysis

    Risk analysis

    Problem

    Identification

    Alternatives,

    constraints

    Alternatives,

    constraints

    Alternatives,

    constraints

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    1540 Introduction To Mechatronics 9Stefan Williams

    Design

    Implement

    Integrate

    Design

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    IntegrateFirst Sub-system Tier

    System

    Integration

    Contract Boundary

    Verification

    Design

    Implement

    Integrate

    Tier n

    Concept

    Definition

    System

    Design

    Operational

    Evaluation

    Design Models: The System V

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    1540 Introduction To Mechatronics 10Stefan Williams

    The Design Process

    Problem Identification Systems Design

    System Specification

    Systems Modelling

    Implementation Component Selection

    Component Testing

    System Integration

    System Verification Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 11Stefan Williams

    Problem Identification

    Identify problem to be solved

    talk to the customer

    acquire domain knowledge

    expertise to be brought to bear Clarify the problem domain

    identify the problem boundaries

    develop design parameters that allow comparative

    judgement of competing designs

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    1540 Introduction To Mechatronics 12Stefan Williams

    Problem Identification

    Understanding

    operational concept

    system context

    major states and modes of the system identify other unstated needs

    Discussion of potential solutions

    proposal of various solution concepts

    brain storming

    lateral thinking

    interaction with customer

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    1540 Introduction To Mechatronics 13Stefan Williams

    Problem Identification

    Design constraints must be identified Restrictions or limitations on a behaviour or a

    value or some other aspect of a designed objectsperformance

    Requirement analysis allows us to verify that we have reached a solution

    a description of the requirements that characterisea solution

    the criteria to be used to verify that therequirements have been met

    produces an understanding of the nature andscope of the remaining activities

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    1540 Introduction To Mechatronics 14Stefan Williams

    Sources of Requirements

    Customer Requirements

    Contract documents and standards

    Operational Concept Descriptions (OCD) etc.

    Derived Requirements To correct ambiguity or incomplete requirements

    Implied or transformed from higher-level

    requirements

    Allocated Requirements Divided or allocated to multiple lower level

    requirements

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    1540 Introduction To Mechatronics 15Stefan Williams

    Planning and Project Management

    Managementis the process of achievingorganizational goals by engaging in the fourmajor goals of planning, organizing, leadingand controlling

    Involves planning major and minormilestones of design process

    Time line and allocation of availableresources to complete the job

    Project scope, spending and schedule mustbe estimated and tracked during theremainder of the design process

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    1540 Introduction To Mechatronics 16Stefan Williams

    Time Lines

    ID Task Name Start End Duration

    Mar 2003 Apr 2003 May 2003

    3/16 3/23 3/30 4/6 4/13 4/20 4/27 5/4 5/11 5/18 5/25

    1

    2

    5

    6

    7

    8

    9

    5d21/03/200317/03/2003Problem Identification

    20d17/04/200321/03/2003Systems Dessign

    20d15/05/200318/04/2003Implementation

    5d24/04/200318/04/2003Component Selection

    15d15/05/200325/04/2003Component Testing

    10d29/05/200316/05/2003System Integration

    5d5/06/200330/05/2003System Verification

    4

    3 10d3/04/200321/03/2003System Specification

    15d17/04/200328/03/2003System Modelling

    Jun 2003

    6/1 6 /8 6/15 6 /22

    An example of a Gantt Chart a graphical representation of the time line and

    interrelationship between tasks

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    1540 Introduction To Mechatronics 17Stefan Williams

    The Design Process

    Problem Identification Systems Design

    System Specification

    Systems Modelling

    Implementation Component Selection

    Component Testing

    System Integration

    System Verification Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 18Stefan Williams

    Characteristics of a System

    A complex set of interrelated elements

    working together to fulfill some designated

    need

    must be functional and able to respond to thatneed

    Sub-systems can be equipment, materials,

    software, people, and other systems

    A system is contained within some form ofhierarchy

    Sub-systems are not necessarily technology-

    based

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    1540 Introduction To Mechatronics 19Stefan Williams

    Systems Engineering

    The design of the whole as distinct from the design

    of the parts

    A structured way of handling complexity

    Defines the interfaces between major components of

    the system

    The best way to maximise probability of a successful

    outcome

    But it is not.

    A silver bullet

    A cookbook approach to success

    An excuse to stop thinking

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    1540 Introduction To Mechatronics 20Stefan Williams

    Why do we Need Systems Engineering ?

    Simplification of Complex Systems

    Control Design Process

    Flow down of System Requirements to

    Component Level Facilitate Progressive Testing (flow up)

    Production and cost approximately 90% ofthe cost of production determined during

    design phase ENSURE FINAL PRODUCT MEETS

    REQUIREMENTS

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    1540 Introduction To Mechatronics 21Stefan Williams

    The Systems Engineering as

    Front End

    System

    Design

    Design

    Implement

    Integrate

    Design

    Implement

    IntegrateDesign

    Implement

    IntegrateDesign

    Implement

    Integrate

    System

    Integration

    Concept

    Definition

    Operational

    Evaluation

    Tier 0

    Tier 1

    Tier 2

    Inte

    gratio

    n

    Decompositio

    n

    TheFrontEnd

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    1540 Introduction To Mechatronics 22Stefan Williams

    System Specifications

    Specifications are precise descriptions of the

    properties of the object being designed

    Design specifications articulate in a numerical or

    measurable way what a design is supposed to do and

    provide the basis for evaluating that designPrescript ive specif icat ions specify values of attributes that

    designed object must meet to be successful

    Procedural specif ications identify procedures or methods

    to be used in calculating attributes

    Performance specif icat ions characterise the desired

    behaviour or performance of the system

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    1540 Introduction To Mechatronics 23Stefan Williams

    Interface Specifications

    Specifications are also required for the

    internal components of the system

    The interface between components must be

    specified to enable the problem to be brokenup into manageable sub problems

    Interface specifications should be formalized

    in sufficient detail to minimize ambiguity and

    the need to reformulate interfaces in thefuture

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    1540 Introduction To Mechatronics 24Stefan Williams

    Modular Design

    Desirable attributes of modular system

    components,

    Low Coupling

    High Cohesion Well defined interfaces between components

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    1540 Introduction To Mechatronics 25Stefan Williams

    Modular Design

    Definition,

    Coupling - a measure of the relative

    interdependence between subsystems.

    Simple connectivity among subsystems results in a

    system that is easier to understand and less prone to aripple effect when errors or changes occur in another

    part of the system.

    Cohesion - a measure of the relative functional

    strength of a subsystem. A cohesive subsystem performs a task with littleinteraction with other parts of the system.

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    1540 Introduction To Mechatronics 26Stefan Williams

    Modular Design

    In summary, develop subsystems with,

    single-minded function.

    an aversion to excessive interaction with other

    subsystems.

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    1540 Introduction To Mechatronics 27Stefan Williams

    Systems Modelling

    Modelling of

    overall response of the system

    individual components of the system

    Models allow us to predict the systembehaviour

    Will it meet our design constraints?

    Will the system be stable?

    What components are required for the system?

    What are the characteristics of those components?

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    1540 Introduction To Mechatronics 28Stefan Williams

    The Design Process

    Problem Identification Systems Design

    System Specification

    Systems Modelling

    Implementation Component Selection

    Component Testing

    System Integration

    System Verification Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 29Stefan Williams

    Component Selection

    Selection of appropriate components to meet

    design constraints and fulfil system design

    Identification of commercial off-the-shelf

    (COTS) and specialised components Verification that components meet the

    models formulated during systems design

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    1540 Introduction To Mechatronics 30Stefan Williams

    l The design of a Component is not affected by the

    size or complexity of the System it is used in.

    l The design of a component is driven by three

    requirements:

    l Form

    l Fit

    l Function

    Design of Components

    Physical

    -Size

    -Shape

    -Weight

    -CG

    -Inertia

    Interfacing

    -Mechanical Interfacing (fixing)

    -Electrical Interfacing

    -Communication / Data Interfacing- Effect of function

    What it does &

    How it does it

    -Performance

    -Environment

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    1540 Introduction To Mechatronics 31Stefan Williams

    Exercise - Design of Components

    Consider 2 components from vastly different systems:

    System 1. An electronic automatic garage door.

    Component: Actuator to open and close the door.

    System 2. A Ship Based Theatre Air Defence System

    Component: Actuator to move the missile control fins

    Q1. What information is required to design or select an

    appropriate actuator for each case?

    Q2. How do you determine that information?

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    1540 Introduction To Mechatronics 32Stefan Williams

    The Design Process

    Problem Identification Systems Design

    System Specification

    Systems Modelling

    Implementation Component Selection

    Component Testing

    System Integration

    System Verification Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 33Stefan Williams

    Requirements

    Analysis

    Functional Analysis/

    Allocation

    Synthesis

    Requirements

    Analysis

    Functional Analysis/

    Allocation

    Synthesis

    RequirementsAnalysis

    Functional Analysis/Allocation

    Synthesis

    Requirements

    Analysis

    Functional Analysis/

    Allocation

    Synthesis

    Component Implementation

    Requirements

    Analysis

    Functional Analysis/

    Allocation

    Synthesis

    RequirementsAnalysis

    Functional Analysis/

    Allocation

    Synthesis

    RequirementsAnalysis

    Functional Analysis/Allocation

    Synthesis

    Unit

    Verification

    Sub-system

    Verification

    System

    Verification

    Integrate Correct

    Integrate Correct

    Integrate Correct

    Verification

    Criteria

    Verification

    Criteria

    Verification

    Criteria

    Design

    Im

    ple

    ment

    The Implementation Leg

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    1540 Introduction To Mechatronics 34Stefan Williams

    System Integration

    Integration of the individual components toform the system

    Verification of individual sub systems

    typically undertaken during this stage Do the system components meet the

    specifications?

    Do the interface specifications accurately

    capture the final system configuration?

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    1540 Introduction To Mechatronics 35Stefan Williams

    Definitions

    Integration: The merger or combining of two or morelower level elements into a functioning or unifiedhigher level element with the logical and physicalinterfaces satisfied.

    Verification: Confirmation by examination andprovision of objective evidence that the specifiedrequirements to which an end product is built, codedor assembled have been fulfilled.

    Validation: Confirmation by examination and

    provision of objective evidence that the specifiedintended use of an end product or aggregation of endproducts is accomplished in an intended usageenvironment.

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    1540 Introduction To Mechatronics 36Stefan Williams

    Design for Integration

    Multiple levels of integration and verification

    Each level corresponds to the design

    hierarchy

    The interfaces between all components mustbe defined

    The interfaces between the system and

    external systems must be defined

    Engineering models and prototypes can

    assist the design and implementation

    process

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    1540 Introduction To Mechatronics 37Stefan Williams

    The Design Process

    Problem Identification

    Systems Design

    System Specification

    Systems Modelling

    Implementation Component Selection

    Component Testing

    System Integration

    System Verification

    Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 38Stefan Williams

    System Verification

    Verification of the system performance

    Does the system meet our requirements?

    If the system or some component of the

    system does not meet the specification, whynot? Can it be rectified?

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    1540 Introduction To Mechatronics 40Stefan Williams

    Integration and Verification

    Problems

    Plans must cover what to do if integrationproblems or verification failures occur

    Corrected at the next level down or design

    where necessary Dealing with COTS

    Undocumented features

    Not developed for the environment

    Defined behaviour and interfaces

    Support

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    1540 Introduction To Mechatronics 41Stefan Williams

    The Design Process

    Problem Identification

    Systems Design

    System Specification

    Systems Modelling

    Implementation

    Component Selection

    Component Testing

    System Integration

    System Verification

    Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 42Stefan Williams

    Iteration

    For any subsystems that do not meet thedesign requirements, some iteration may be

    required

    Iteration can occur at any stage in the design the earlier the better

    Changes to design will have a cascading

    effect on remainder of system design

    Proper and thorough systems design should

    minimize the need for change

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    1540 Introduction To Mechatronics 43Stefan Williams

    The Design Process

    Problem Identification

    Systems Design

    System Specification

    Systems Modelling

    Implementation

    Component Selection

    Component Testing

    System Integration

    System Verification

    Iteration

    Operation and Maintenance

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    1540 Introduction To Mechatronics 44Stefan Williams

    Installation and Validation

    Installation into the operational environment

    Interfaces to external systems may require

    simulation

    Uncontrolled environment - validate inphases

    May involve user training

    Validation of user manuals

    May be used to verify operational

    requirements such as availability

    Must be well planned

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    Operation and Maintenance

    Once the design has been validated, theproduct must be produced, sold and

    maintained

    A good design should lead to a product thatis easy to operate and maintain