“Engineering Design of Products”

(E/ME105)

Focus: Guatemala

Fall Quarter 2006-2007

E105 sign-up sheet

Name e-mail phone Class Concentration or

Research Area

Professor Ken PickarTA Jeff Kranski

E-mail Pickar@caltech.edukranski@caltech.edu

Snail mail 104-44 ThomasOffice Thomas 101Classroom New Media RoomPhone (626) 395 4185(Ken) or

(626) 395-3769 (Jeff)Websitehttp://www.its.caltech.edu/~kpickar/Sec’y Maria Koeper X3385Availability:Anytime but no set hours

(best to e-mail first)

Today’s lecture9/26/06

• Intro

• Administrivia

• What’s new

• Motivation (WIIFM)

• Rules of the Road

• Candidate projects and teaming exercise

• Tuesday, Thursday• New Media Room (behind Einstein papers house

on Hill St.) • 2:30-4:00

Additional Guest Lectures on Sustainable Development: 5 Thursdays at 4:00 PM

Class Times

• Technology Management Courses at Caltech – E/ME 105 Product design (Q1)– E 102 Entrepreneurship (Q2)– E/ME 103 Management of Technology (Q3)– ME 71, 72

– BEM Classes including Entrepreneurship and Management of Technology

• Other Resources– Caltech Engineers for a Sustainable World

(http:www.its.caltech.edu/~esw)– Industrial Relations Center Short courses

(http://www.irc.caltech.edu)– Caltech/MIT Enterprise Forum

(www.entforum.caltech.edu) – Caltech Entrepreneur’s Club

(http:www.its.caltech.edu/~eclub)– Tech Coast Angel Meetings (techcoastangels.com) (see instructor)

What is available at Caltech in Product Design Technology Management and Entrepreneurship?

Ken Pickar’s background• PhD Low Temperature Physics• Bell Labs• GE Corporate R&D• AlliedSignal (Honeywell)• Caltech 1998-• Tech Coast Angels 1998-• Board of Directors: 3 public companies, start-

ups, Los Angeles Regional FoodBank

Purpose of Course

• To study the business and social context for developing products (Focus: Guatemala)

• To study how product development is accomplished and to actually design a product through the early design stages

Not the Purpose• To teach you CAD tools

– Though rapid prototyping tools are available

• Formal Methods– Semi-quantitative, qualitative Analysis

• To learn team and communications skills• Product optimization algorithms• To study deeply the social causes of poverty• To learn how to start a company

– A course in Entrepreneurship will be taught in Q2

• To learn how to manage technology– A course in Management of Technology will be taught in Q3

E/ME 105• This class is Year 3 of a collaboration with

Caltech’s Student Club “Engineering for a Sustainable World”

– Engineers for a Sustainable World is a nonprofit organization with a network of more than 1500 professionals and students working to reduce poverty and improve global sustainability.

– Every day, people around the world struggle to gain access to clean water, food and shelter for their children, and an education to build a better future.

– We believe that engineers can be a part of the solution.

Design of Class

Engineering Design of Products

Special Needs ofThe Developing

World

E/ME 105

What are we doing this year?

• Curricula– Increasing emphasis on special issues in building

products for the Developing World • Project Choice

– Project choices are informed by on-the-ground research in Guatemala

• Teams– First Year Caltech and Art Center– Second year all-Caltech (scheduling difficulties)– This year Landívar and Art Center students

• Lectures– Non-real time for Landívar – Integrated Parallel Lecture Series with Practitioners in

Sustainable Development

Why is this so complicated?

• Importance of having a customer connection in order to design appropriate products

• Problem: How do you do this when your “customer”– Lives far from you– Has a culture that is even more remote from yours

• Solution: Create a “proxy customer” Connect to customer through people who know the customer (or

are willing to get to know the customer)

What are we doing this year?

• Inter-University Teams–Caltech

–Art Center (Tony Luna)

–University Raphael Landívar, Guatemala City

Why?

• Guatemalan Student Team members present you with– Experience with International Teams – Another view of design– “Ground- truth” connection with customers

• Problem identification

• Design

• Prototype testing

Introduction of Guatemalan Team MembersAtabel Pineda

<atabelgeraldine@yahoo.com>

Alejandra Antonucci <alejandraantonucci@gmail.com>

Paulina Quiñones <poulet@gmx.ch> Sarah Santos <sarahsantos@gmail.com>

Virginia Mosquera <vickymosquera@hotmail.com>

Julio García <tefftrikoma@gmail.com>

Their expertise can guide you. . .

If you can get them to agree. . .

We worked hard day and night…

One good reason why I am teaching this course. . .

What are we doing this year– Course co-designer: Mario Blanco– TA: Jeff Kranski– Collaborators

• Tony Luna, Art Center• Dean Charles MacVean, Prof Olvidio Morales, Francois

Herrera, Oscar Arce Raphael Landivar University

– Mentors – Mario Blanco, Biosimulation Center Caltech– Luz Marina Delgado, Anthropologist– Erick L. Solares, California Dept of Transportation– Gabriel Biguria, CEO of AmigoLatino.com– Tony Luna Art Center

How will Caltech and Art Center students interact with Landívar students?

• Lectures will be put on streaming video for Landívar students to view jointly at a different time.

• Each team will meet separately at least once per week to work on HW assignment. Suggest you use e-mail, wiki and Skype but means are up to you. Jeff can assist.

Supplementary Lecture Series

• Five Thursdays at 4:00 (TBA)– Each student writes 1-2 pages on 2 of the

Lectures.• What did you learn?

• How can you apply your learning to your project?

– The results will be folded into the “participation” grade

Class Attendance Expectations• Lectures (PowerPoint and streaming video) will be posted on web-

site after the fact• Landivar students need to listen to the lectures and attend the

supplemental discussion. • PowerPoint bullets don’t contain

– Background– Discussion– Q and A– Context

• All the students in the Class need “to be on the same page”• Decide whether you want to make commitment- attendance taken

– Secret of success in business• Rule 1 Show up!

Readings

• There is an extensive list of (short) readings. They are designed to provoke thought. They don’t necessarily reflect the opinion of the instructor.

• You are invited to contribute interesting, appropriate readings to our list

Text

• The Text book, Ulrich and Eppinger third edition, is assigned. – I will not have time in class to lecture on

all of it

– You need the Textbook readings to build your product

Case Study

• We will read and discuss histories of successful and unsuccessful projects in developing companies.

• The challenge for each team is to analyze what makes the difference.

Presentation Format

• There will be a number of short (and longer) student presentations throughout the quarter.

• Some advice– Don’t wing it, Don’t ramble– Rotate amongst team members– Don’t talk to the screen, don’t declaim– E-mail copies of presentation and accompanying paper before

Lecture

Most Important: All Teams must do all assignments whether they present or not!

What are we doing this year?

• Final gala presentation– Best paper contest

» Presentation to Guests

– Guatemalan team members will join us in Pasadena (you will host them)

– Poster session

– Streaming video

– Best paper award: $1000 to pursue project

Grading•Grade or P/F (but whole team must be the same status)

•20% HW, 20% Midterm Assignment 30% Final Term Assignment, 20% class participation, 10% Team contributor

•All grades are designed to assess knowledge of the design process, insight into market, and ingenuity/ appropriateness in Design

DFX• Use tools described in Class including the

following tools. Use minimum of 8• Use tools described in Class including at least 8 of

the following tools (should some of these be required?)

• Design for appropriateness in the chosen market

• Design for Sustainability

• Design for the Environment

• ROI and Financial Considerations

• Market Research

DFX continued• Design for Manufacturability and Assembly• Systems Architecture Considerations• Product Platforms• Risk Mitigation Analysis• Test and Testability• Design for Cost (typically very low!)• Design for Maintainability• Human Interface- Ergonomic Design• Quality Design

Shop assistance

• Please contact John Van Deusen – ME Shop

• For people interested in development– Knowledge of real world conditions– Examples of successful and unsuccessful

approaches– Barriers– Economic, Cultural, Social– The role of capitalism in addressing some of

these issues

Why is this class of interest to Caltech students?

Why is this important to Caltech students? (WIIFM?)

• For people going into industry – What kind of company will you work in? Results are applicable to

• Established corporation or new start-up• Consultancies• All industries• All technologies

– e.g. Applicable to systems, software/hardware, – Why now?

• Product design has changed significantly over the last 20 years• Not well-documented• Globalized

– Why me?. • To help decide whether this is for you• Intense teaming experience• To provide a more sophisticated understanding of how products are made

For people going into academic researchResearch is the input parameter into product design and/or uses the output of product design

Why is this important to Caltech students? (WIIFM?)

ResearchProductDesign

Doing wellDoing Good

?

The Dilemma

This class is designed to help you find the balance

A word on teams• Feedback shows that this is an area that needs

improvement– Schedule engineering– Running a meeting- too much wheel spinning– Equality of Effort– Occasional blow-up

• Having international teams won’t make this easier– Language and Culture– Telecommunications– Differing academic schedules– Different grading

Team Projects Milestones

Step Deadlines1. Form a team 9/282. Choose a project 10/33. Project approval 10/054. Market Research Plan 10/105. Architecture Plan 10/246. Midterm Presentation 11/27. Final presentations 12/04?

Form a Team• Suggest teams of 3-4 (tops). One Guatemalan student on each team • Some bases for choice

– Compatibility– Diversity– Challenge– Dependability

• Choose carefully- but decisions are reversible• Each member of the team has at least one Leadership Role plus each

assists the other in their roles. Roles can rotate.– Leadership Role examples

• Program Manager• Marketing• Systems Engineering• Component Design• Producability

Summary: Formation of Teams

• Consider people you think you might want to work with.

• Consider ideas for products

• Consider rules of the road

• Present Teams to me on Thursday

• Present projects to me next Tuesday

• Choices are reversible!

Examples of Team Projects

– Primary• A product or service that will help people in Guatemala

using “appropriate” technologies. We will provide candidate projects or you may choose your own

- Secondary- A product that addresses the needs of people with

disabilities based on original thinking rather than adaptive design. The product should be affordable, mass producible, discreet and adaptable, while offering the user dignity

- A product based on Caltech Research

Introductions

• Who are you?• What are you studying?• What are your reasons for taking the Course?

Jeff Kranski

• List of candidate projects

Team Formation Exercise

Read and gather around projects that sound interesting to youRead and gather around people who are interesting to youGoal: Teams by Thursday, Projects by next Tuesday