Dr. Salvador Villagomez Steven R. Stahley Dr. Charles Motzko CENAM Cummins, Inc. C.A. Motzko & Assoc.

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These case studies attempt to address the need for formalized metrology education. The focus is on the partnerships required for developing support for metrology education in a variety of settings.

The case study review concludes with “lessons-learned” and offers recommendations for initiating contacts and developing partnerships.

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Case 1 is in the Public Sector and examines the MESURA-RH program sponsored by Centro Nacional de Metrologia of Mexico (CENAM).

Case 2 is in the Private Sector identifies the partnership between University of North Carolina, Charlotte (UNCC) and Cummings, Inc.

Case 3 is in the Professional Sector and reviews the different approaches in program development between NCSLI and Arizona State University, College of Technology and Innovation.

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Development and Management of Human Resources in

Metrology

RHRHA program offered by CENAM

to Industry and other organizations

Dr. Salvador Echeverria-Villagomez

CASE 1: THE PUBLIC SECTOR

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MESURA RH is the Human Resource Program of the integral MESURA Program of CENAM

Its aim is to ensure that the Human Resource (HR) component of every system has the proper competences to develop her/his functions.

The HR component is the heart and soul of every system and must be able to control and operate it judiciously including equipment, standards, materials, procedures and conditions.

Other superior functions of the HR could be design and development, analysis, improvement and optimization.

MESURA RH aims to identify and develop the right competences for every person in her/his function in metrology.

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Some common problems related to HR CapitalIn Education and Training Institutes:

1. In Mexico there are not specific metrology programs in medium and higher education institutes.

2. The few programs that have a metrology course, have many times outdated contents and emphasize only knowledge and not skills nor attitudes.

3. The metrological competences of graduates as technicians and engineers are rather weak or non existent.

In Companies:

1. Typically, metrologists are formed in the field, being it the production line, the workbench or the laboratory.

2. Most times the metrological functions are not well defined or not explicit, and metrologists have a low profile in their organizations.

3. The HR development is centered in specific persons and not in the development of organizational knowledge.

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MESURA RH Methodology

Inventory of HR and her/his competences: Facts and Needs

Survey of key processes of the organization and their metrological needs

Gap Analysis about Facts and Needs of the whole systems

Gap Analysis about Facts and Needs of the HR competences

Program for development and optimization of metrology systems

Program for learning and development of HR individual + group

Implementation and management of the HR system

Implementation and management of the systems

I

II

III

IV

STAGE

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Objective:

To inbed metrology in the University courses of engineering and physics giving added value through experimental education.

Methodology:

I. Analysis of the graduate profile and definition of activities in which metrology is relevant.

II. Selection of families of subjects in which the metrological competences should be developed.

III. Design of learning objects (lessons, laboratory practices, demos, etc.) to be included in the subject programs.

IV. Development of the learning objects and implementation in the teaching-learning process of the university.

Application – Example 1MESURA RH in the University of Sonora

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Application – Example 2MESURA RH in Industrial Plants

Objective:

To implement a system for effective management of HR competencies that perform metrological functions in the whole production plant.

Methodology:

I. Analysis of key processes of the plant, its main operations and the critical metrological functions to perform.

II. In depth analysis and diagnosis of those functions, by metrological field, both as they are performed (evaluation of metrologists) and as they need to be performed.

III. Design of ad hoc, fit for purpose, competence development programs for the metrologists in CENAM and other labs.

IV. Execution of the programs, competence evaluation and certification, and implementation of the model.

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Technical competence:

Set of knowledge, experience, skills and attitudes that a person has to perform its functions of:

Measurement

Verification

Testing

Calibration

Stage I. Analysis of key processes of the plant, its main operations and the critical metrological functions to perform.

RHRHMESURA RH in industrial plantsAutomotive, Oil, Electronics…

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RHRH Results up to dateA methodology for HR competencies development in metrology has been developed and validated.

MESURA RH has been implemented in 3 Higher Education Institutions and 5 Large Industrial Plants, all with success.

Key success elements of the methodology are: • Focus on the actual needs and key processes of the

organization and bringing the metrological functions to the directive level attention.

• Focus on competencies (rather than only knowledge) and clear identification-documentation-evaluation-certification of these competencies.

• Diversification of means for competency development with courses, in house training, e-learning, discussion groups, etc.

• Implementation of a system for individual and organizational competency and knowledge management in metrology.

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Metrology Education Deployment at Cummins Inc.Steven StahleyDir. Central Measurement Services

CASE 2: THE PRIVATE SECTOR

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Cummins Strategy for Supporting Metrology Education Strategic (Long term goals)

– The objective is to enhance the future metrology skill set for Cummins through adding staff with strong analytical skills in metrology and supporting fundamental research that leads to improved measurement technology

– Build strong relationships with select universities • Recruiting new Metrologist• Steering research in a way that can benefit Cummins and it’s partners

– Promote Metrology related classes in Engineering schools– Universities that support graduate level metrology programs in their Mechanical

Engineering Tactical (Short term goals)

– The objective is to provide both Metrologists and Technicians skills that can be used immediately once they return to their job

– Work with schools local to a Cummins facilities to offer metrology, quality and gauging related courses

• Local Trade schools and 2 year colleges

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Strategic Relationship

University of North Carolina Charlotte (UNCC)– Affiliates Program

• Resides in the UNCC Center for Precision Metrology• Consist of an industrial panel that helps guide the

research projects related to metrology• Projects are performed by graduate students• Currently UNCC has about 40 graduate students doing

their graduate work on Metrology related projects• Excellent recruiting opportunity

– Helps establish an individual relationship with students– “Try before you buy”, get to see level of skill/knowledge

of a student and how they approach metrology projects

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Sample of Active Metrology Projects at UNCC

Scanning phase-contrast x-ray interferometer imaging development (Approved Fall 2008) Validation of Non-Contact Measurement Results (Approved Fall 2008) Dual Moire - Laser Interferometry (Approved April 2008) Large Scale Artifacts Evaluation (Approved April 2008) Articulated Arm CMM (Approved Fall 2007) Precision Length Measurement  (Approved Fall 2007) Microprobes Evaluation (Approved April 2007) Large Part Metrology     (Approved April 2006) Chip Breaking    (Approved April 2006, Extended Fall 2007) Terahertz Metrology    (Approved April 2006) Wavelength Shifting Interferometry (Approved Fall 2005, Began Fall 2005)

Test Uncertainty     (Approved April 2005, Began Nov 2005) Fiducial Manufacturing Uncertainty Analysis    (Approved April 2004, Began May

2006) Classic Metrology - Papers (MiniProject Approved April 2007) Thermal Microscopy of High Speed Machining (Began Jan 2005 Completed May

2008) Open Metrology Software (Approved Fall 2004) Granite Properties for Metrology (Approved Fall 2006)

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Tactical Relationship

Indiana University Purdue University Columbus (IUPUC)– Certified Calibration Technician course

• Developed with Cummins training material• Utilize Cummins employees as guess instructors• 90% ASQ CTT first time pass rate for students that take the

IUPUC class• > 30 CCT technicians in Southern Indiana• IUPUC is interested in Cummins creating a more advanced

class

– Ivy Tech Community Collage• Subject specific training

– Geometric Dimension and Tolerance (GD&T) fundamental language of a dimensional Metrologist

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Benefits to Cummins

Technology developed though the UNCC Affiliates program that has been commercialized

– Micro-Probe technology developed at UNCC, produced by a spin off company Insitutech.

• Measurement of small bore < 100um• Can be used for inspection of fuel injector spray nozzles

Have hired several PhD and Masters level mechanical engineering students from UNCC where they did their graduate work in the Center for Precision Metrology.

Cummins specific projects funded 100% by Cummins. UNCC used as an extension of Cummins research and development in the area of measurement technology/methods.

CCT technicians have a broader understanding of metrology and lab systems/standards.

Individual technical class such as those from Ivy Tech provide technicians and engineers skills they can apply immediately in their day to day jobs.

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Dream It Do It Program

Cummins is very actively supporting the Dream It; Do It program

Targeted at high school and earlierCummins focus is get students interested in

science and engineering, targeting applications in manufacturing

Cummins new Central Metrology Lab will provide students the opportunity to see applied science and hopefully a future interest in Metrology

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Lessons Learned When recruiting Metrology talent, assume you are bringing this

skill into your company not necessarily in your lab. Look at your calibration/testing labs as an entry point in to the company and that you will be training your future lab customers.

Limit the number of universities you work with to the “vital few”. – If you try to involve to many schools you end up watering down

you resources.– Focus your efforts with a school that has a program or internal

champion in the field of Metrology that is critical to your product. If Dimensional Metrology is critical to your manufacturing process, focus on a school that is has a strong emphasis in Dimensional Metrology.

Work with local technical schools to develop programs that can meet you tactical training needs. This increases the chances of the training being utilized, lower cost, less travel time, etc.

Education can’t start to soon, reach out to local schools and establish programs that promotes technical education/careers in science and engineering.

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Summary

Cummins has found our university outreach programs is an effective way of recruiting new metrology talent into our company.

Cummins now has an established network of universities we can use to help solve tough measurement problems.

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DR. CHARLES MOTZKO, P.E.C. A. MOTZKO & ASSOCIATES

Attempts to Introduce Metrology Concepts in the State of Arizona University

System’s Curriculum

CASE 3: THE PROFESSIONAL SECTORCASE 3: THE PROFESSIONAL SECTOR

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Initial Approach 2006 - 2008

Found a champion to sponsor NCSLI at Arizona State University Polytechnic (2006)

NCSLI Phoenix-Tucson Section was developing a strong relationship with the champion (2006-7)

ASU Polytechnic sponsored two NCSLI Section Meetings per year, on-campus in Mesa, AZ for the past two years (2007-2008).

The NCSLI Phoenix-Tucson Section offered to assist ASU Polytechnic in applying for scholarships from NCSLI (2007)

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Problems: Fall of 2008 - Spring 2009

The offer to assist in scholarship applications did not move forward within the University system.

The champion left for a position at another University and none stepped forward from within the University to partner with NCSLI.

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A Possible Resolution

Discussions with the Polytechnic Dean of Engineering resulted in her suggesting that NCSLI work through the Joint Alliance of Companies Managing Education for Technology [JACMET].

Contact has been made with the Director of JACMET and dialog was initiated.

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What is JACMETJoint Alliance of Companies Managing Education for Technology

JACMET will be a national model for collaboration between industry and universities to provide career-long, professional learning for graduate engineers who work in manufacturing and product development.

The purpose is to improve the performance of the engineering work force in manufacturing operations.

The goal is create a new system of graduate engineering education which is simultaneously industry driven and of appropriate academic quality and acceptance so as to provide a national role model for possible use in any location.

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JACMET MEMBERS

UniversitiesUniversities Arizona State University Arizona State University

Polytechnic Northern Arizona

University University of Arizona

SponsorsSponsors Boeing General Dynamics C4

Systems Honeywell Raytheon

AssociatesAssociates Motorola Orbital Sciences Corporation

Affiliates Alliant Systems Armor Designs, Inc Cleveland Electric

Laboratories Cybernetic Research

Laboratories GM Desert Proving

Ground Harley-Davidson Janzen Wahl Group Modern Solutions LLC Universal Avionics

Systems Corporation

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JACMET COURSE CATEGORIES

Career DevelopmentDesign(Chief Engineer/Senior

Technical Lead)Distance CoursesInstrumentation & Testing

(Engineering Instrumentation)Project ManagementSoftware Engineering

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Instrumentation & Testing (Engineering Instrumentation)

Engineering Instrumentation Certificate Program

Applying Strain Gages to Engineering Problems Data Acquisition I Grounding and Shielding Instrumentation Techniques and Measurements

Methods Optical Temperature Measurements Pressure Measurements Reliable Temperature Measurements Using

Thermocouples Vibration Measurements Working With Data

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Steps yet to be Taken

Submit a comprehensive proposal to the NCSLI Learning and Development Committee to pursue the JACMET option,

If the proposal is accepted, then develop a metrology module that can be part of or extend the existing curriculum.NOTE: This curriculum addition only needs approval by

JACMET and the Member Organizations to incorporate into the course category. It is the instructor’s option to include a metrology module into their course syllabus.

Design a campaign strategy to educate the Member Organizations and course instructors as to the value of metrology. This campaign would use the resources of the NCSLI Learning and Development Committee.NCSLI 2009

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To improve the probability of success, there needs to be full involvement and coordination of the Public (Political), Private and Professional sectors (Champions are an essential element across all sectors and sub-sectors).

Program development must fulfill an existing (proven) economic need (What are the expected results and are those expectations reasonable within the context of the initiatives?).

Programs should be "well grounded"  and targeted (This requires the identification of the course that will best help market the students to potential employers with a specific application or within a specific industry).

There is an underlying need to thread the metrology philosophy into the entire value-add process (e.g. a sustained educational process is required across all sectors, at all levels).Any inatitive should include a “placement program’

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