RUBRIC MECHANICAL ENGINEERING CAPSTONE DESIGN FOR REPORTS AND PRESENTATIONS

Pre-Phase A: Concept Studies

The system design processes during Pre-Phase A focus on producing a feasible design that will lead to formulation approval.

Possible
Section Pts. Points Slides
Users and Stakeholders 1
1. List who has requested the project 1
2. List of those who are affected by products outcome 1
Project (or Mission) description and objectives (approved by Stakeholders) 1-2
1. Statement(s) indicating the description, objective(s)Needs, wants or desires from stakeholders. 2
2. List Measures of Effectiveness (capabilities for the product/service, constraints, key assumptions, external
interfaces that might affect the project, etc.) 2

Project Significance, Mission justification, or Market Study 1

1. Explicitly state why is the project relevant (include the potential for a new invention, business, etc.). 2
Concept of Operations (approved by Stakeholders) - Consider current state application. 1-2
1. State the operational objective(s) (how to achieve the mission obj.) 2
2. Show operational scenarios using ConOps diagram(s). Identify timelines as appropriate. 4
Preliminary System-level Requirements and Constraints 1-2
1. Show QFD with MOEs and MOPs (indicate in terms of functional, performance, interface, environmental,
reliability, safety, etc.). 3
2. List Measures of Performance. 2
Preliminary Project Planning 1
1. List tasks and owners for next review. 2
Total Pts. 21
 RUBRIC MECHANICAL ENGINEERING CAPSTONE DESIGN FOR REPORTS AND PRESENTATIONS
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Team Members:

Pre-Phase A: UPDATE Concept Studies Update (based on Mission Concept Review results) Bring Comments from Previous Presentation

Phase A: Concept and Technology Development

Formalized system requirements and project plan.

Possibl
Section e Pts. Points Slides Comments
Technology Assessment at the System Level 2
1. Literature review (at least 3 sources) 4
Trade Studies 1 per
1. Show operational scenarios using ConOps diagrams for each alternative. Provide references for 2 subsytem
technology development.
2. Pugh Matrix 4
Project/Mission Architecture and Interfacces (divide system in to subsystems and establish 1-Jan
subsystems function)
1. Show Product Breakdown Structure (Hierarchy diagram) 2
2. Show system interfaces using N2 diagram 2
Complete Project Plan in Gantt Chart or Timeline 3
1. Show key tasks in Work Breakdown Structure (all subsystems) 2
2. List tasks with objectives and time estimates (tasks distributed among team members) 2
3. Show updated Gantt chart for the project. Include key milestones and reviews. 2
Budget 3
Show budget allocation with cost estimates (based on project significance) 2
Sub-Total: 22 10
For Each Sub-System:
Owner:
Establish Sub-System Requirements 3
1. List sub-system MOP's (incorporate functional, performance, interface, safety, govenrment 6
agencies, envornment, etc.)
Sub-System Risk Assesment 1
1. Show list of risks 2
2. Identify impact and probability of occurrence in risk assessment matrix 2
3. Show list of mitigation strategies 2
Total Pts. 34 4

Owner:
Establish Sub-System Requirements 3
1. List sub-system MOP's (functional, performance, interface, safety, agencies, etc.) 6
Sub-System Risk Assesment 1
1. Show list of risks 2
2. Identify impact and probability of occurrence in risk assessment matrix 2
3. Show list of mitigation strategies 2
Total Pts. 34 4

Owner:
Establish Sub-System Requirements 3
1. List sub-system MOP's (functional, performance, interface, safety, agencies, etc.) 6
Sub-System Risk Assesment 1
1. Show list of risks 2
2. Identify impact and probability of occurrence in risk assessment matrix 2
3. Show list of mitigation strategies 2
Total Pts. 34 4
 RUBRIC MECHANICAL ENGINEERING CAPSTONE DESIGN FOR REPORTS AND PRESENTATIONS
Date:
Team Members:

Phase A: UPDATE Concept and Technology Development Bring Comments from Previous Presentation

Phase B: Preliminary Design and Technology Completion

For Each Sub-System:
Owner:
Possible
Section Pts. Points Slides Comments
Subsytem Trade Studies (New Design) 1 per subsytem
1. Show operational scenarios using ConOps diagrams for each alternative. Provide references for 2
technology development. Show at least 3 different alternatives.
2. Decision matrix tool using Sub-system MOPs 4
Subsystem Architecture into Components 2
1. Show Product Breakdown Structure (Hierarchy diagram). Subsytem into components. 2
2. Show interface requirements between your sub-system and the other sub-systems. For example,
show a digram indicating the external inputs affecting your subsystem. Typical mechanical
interfaces include loads and boundary conditions (as in a free-body-diagram), thermal conditions 2
(showing knowns and unknowns), blocl diagram in a control system, geometrical and assembly
constraints, etc.
Trade Studies for Critical Components (show in main presentation 3 most critical components, 1 per
make sure that you do it for all of the components and include in appendix) component
1. Show operational scenarios using ConOps diagrams for each alternative. Provide references for 2
technology development (use top of Decision Making Tool for this).
2. Decision matrix tool using relevant sub-system MOPs 4
Sub-System Risk Assesment 1
1. Identify impact and probability of occurrence in risk assessment matrix 2
2. Identify factors of safety and rationale for key components. 2
Project Planning 2
1. List tasks and owners for next review. 2
Sub-Total: 22 3
 RUBRIC MECHANICAL ENGINEERING CAPSTONE DESIGN FOR REPORTS AND PRESENTATIONS
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Team Members:

Phase B: UPDATE Preliminary Design and Technology Completion

Phase C(1.1): Final Design of Subsystem #1

For Each Sub-System:
Owner:
Section Possible Pts. Points Slides Comments
Interface Diagram 1
1. Show interface diagram as shown in Phase B 2
Detail Analysis/Design studies (subsystems level) 4
1. Engineering analysis and design (Consider Design for X: Materials, Mfg., etc.). Show assessment 10
of the quality of analysis by comparison with approximate analytical calculations. Use chart taje
away to explicitly state MOP complaiance. Show 3 most critical components in main presentation,
make sure that you do it for all of the components and include in appendix.

Design-to specifications and drawings (subsystems level) 4

1. Design which meets specs, make detail drawings. CAD, Tables, Detail Drawings, BOM. Include all 6
components.

Verification (subsystems level) 4

1. Show table with a comparison of the actual performance of the design vs. the design 6
requirements (MOP's).

Project Plan (Tracking) 2

1. List tasks and owners for next review. 2
2. Show budget tracking (vs. original) 1
Sub-Total: 27 14
 RUBRIC MECHANICAL ENGINEERING CAPSTONE DESIGN FOR REPORTS AND PRESENTATIONS
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Team Members:

Phase C(1.1): UPDATE Final Design of Subsystem #1

Phase C(1.2): Final Design of System/Product Readiness Review

For System:
Section Pts. Pts. Slides Comments
System integration plan 1-3
1. Show how subsytems will be integrated, properly show interfaces. 6
Manufacturing and integration (assembly) plans and procedures. Use manufacturing steps. As
needed
1.How will the parts be manufactured (equipment, location, COTS, etc). 6
2. Show drawings for entire system (follow ANSI Y14.XX standard).
System operation plan (user's manual) 1-2
1. Show the system will be used. 2
Performance Estimates 1
1. Show table with comparison between applicable MOPs and expected performance of the design
for entire system. 2
Project Plan (Tracking) 1
1. Show Gantt chart with project tracking. Include key milestones and reviews. 2
System Budget 1
1. Overall expected costs of system to fabricate. 2
Sub-Total: 20
 RUBRIC MECHANICAL ENGINEERING CAPSTONE DESIGN FOR REPORTS AND PRESENTATIONS
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Team Members:

Phase C(1.2): Final Design of System/Product Readiness Review

Phase D: Test Readiness Review

For System:
Section Pts. Pts. Slides Comments
System Validation 1-3
1. Clearly state validation objectives. 2 1
2. Identify system-level MOPs to verify/validate. Clasify in terms of physical test and/or multi- 4 1
physics simulation.
3. Show procedure for each verification/validation case. Include additional calculations as needed 4 1 per test
(e.g., in case prototype is different from actual design). Consider uncertainty in your design. case
Include safety prevention measures.
Project Plan 1
1. Show future tasks with owners and expected completion dates until next presentation. 2
System Budget 1
1. Overall expected costs and resource availability. 2
Sub-Total: 14 8-12
 RUBRIC MECHANICAL ENGINEERING CAPSTONE DESIGN FOR REPORTS AND PRESENTATIONS
Date:
Team Members:

Phase D: UPDATE Test Readiness Review

Final: System Demonstration

For System:
Section Pts. Pts. Slides Comments
System Validation
Show evidence of MOP compliance using validation prototype. Summarize final 6 1
verification/validation results for all system-level MOPs.
Overall Project Conclusions 1
State project conclusions. 2
Overall Project Recommendations 1
State your recommendations and explain subsequent actions for future work. 2
Sub-Total: 10 3
 SYSTEMS ENGINEERING OUTLINE FOR CAPSTONE DESIGN
TOPIC PURPOSE AVAILABLE TOOLS
Acknowledgements Statement
Abstract "
Table of Contents List
List of Figures List
List of Symbols List
List of Acronyms List

Pre-Phase A: Concept Studies

Project or Mission Describe project or mission Statement, Cause and Effect Diagram
Users and Stakeholders Mention constituents Statements
Project significance or Mission justification or Market Study To explain relevance, contribution, or importance of the project Statements
Requirements and Constraints Establish functional, performance, etc. rq's follow SysE Training MOE, QFD
Mission objectives and Success Criteria Establish Stakeholders Expectations Statements
Relevant Background information Background info pertinent to further define problem Process Map, ConOps, Mission Environment
Resource Budget What are the resources available to complete the project of mission Table
Risk estimates Risks to involve in this project or mission Statements
Preliminary Schedule Activities, dates and roles to perform Technology Assessment PERT

Phase A: Concept and Technology Development

Technology assessment Literature review about existing systems for project or mission Statements
Mission architecture Divide System in to Subsystems and establish subsystems function Hierarchy Diagram, System Boundary Diag.
Interfaces Defines interdependance of subsystems and system System Boundary Diagram, Interface Control Document
System Concept of Operations How will the system work Mission Scenario Diagram
Project plan Define activities, deadlines, and team member roles PERT
Subsystem #1
Phase B: Preliminary Design and Technology Completion
Subsystem Requirements Establish functional, performance, etc. rq's follow SysE Training MOE
Technology development Literature review about existing subsystems for project or mission Statements
Subsystem Architecture into Components Divide Subsystems into components Hierarchy Diagram, System Boundary Diag.
Trade studies Compare and Select different components to select a concept Rating Weighting, Controlled Convergence
Subsystem Concept of Operations How will the subsystem work Mission Scenario Diagram
Safety and Mission Assurance Consider necessary safety factors to account for unceirtanties Statements
Phase C(1.1): Final Design of Subsystem #1
Detail Design studies Engineering Design (Consider Design for X: Materials, Mfg., etc.) CAE, FEM, Applicable engineering formulations.
Design-to specifications and drawings Design which meets specs, make detail drawings CAD, Tables, Detail Drawings
Verification and validation Compare performance of the design with requirements Performance Table
Risk Analysis and Management Risks to get involve in this subsystem FMEA
Resource Budget Maintain track of technical (i.e. weight, power) requirements Table
Subsystem #N: Repeat System #1 procedure for all subsystems

Phase C(1.2): Final Design of System

System integration plan Show how subsytems will be integrated, properly show interfaces Statements, Syst. Boundary Diagram, and Detail Drawings
Manufacturing and integration (assembly) plans and procedures How will the parts be manufactured (equipment, location, COTS, etc) Statements
System operation plan How is the system used Statement
Performance Estimates Compare requirements to expected performance of the design Table
System Budget Overall expected costs of System to Fabricate Table, Bill of Materials (BOM)
Financial Analysis Project Finance compared to project budget Return on Investment, ROI, typically < 2 years

Phase C(2): Fabrication

Subsystem #1
Manufacture Components Show how manufacturing was performed Statements
Phase D(1): System Assembly, Integration and Test, Launch
Testing plan Show how components will be tested DOE
Verify Components Performance Determine if components meet requirements Perform test
Integrate (Assemble) components into Subsystem Assemble components Detail Drawings
Phase D(2): System Assembly, Integration and Test, Launch
Testing plan Show how subsystem will be tested DOE
Verify Subsystem Performance Determine if subsystem meet requirements Perform test
Spares planning Determine which parts may need replacement Statements
Subsystem #N: Repeat System #1 procedure for all subsystems

Phase D(3): System Assembly, Integration and Test, Launch

Integrate Subsystems into System Assemble subsystems Detail drawings
Testing plan Show how system will be tested DOE
Verify System Performance Requirements Determine if system meet requirements Table, Perform tests
Perform system qualification verifications Perform qualification procedure

Phase D(4): System Assembly, Integration and Test, Launch

System Demonstration and Validation Validate results for your system
Prepare and baseline operators and maintenance manuals Manual

Conclusions
References
Appendix