Project overview

00:02

In this lesson, we’ll be going over the product for our course.

00:07

After completing this lesson, you'll be able to: review a problem statement, identify possible design configurations,

00:14

identify design restrictions and manufacturing options and discuss product lifecycle management.

00:22

First we need to talk about the problem statement and we'll be designing a gear reduction housing in this course.

00:29

So as we take a look at this, the first bit of information we want to know is what the gear ratio is.

00:36

For our design, we're going to be using a 3:1 ratio and we're going to be reducing our output speed.

00:43

When we talk about changing the gear ratio of a design, when we reduce the speed, we increase the torque.

00:49

So if we input 30 rpm for example, we're going to be outputting 10 rpm but we will be increasing the torque.

00:58

We also need to make sure our design has concentric input and output shafts.

01:03

We're going with this design decision because it makes a more complicated challenge.

01:09

We're going to make sure that our input and output shafts are 10 mm in diameter.

01:14

And we're going to set a 150 mm diameter max size for the entire device.

01:20

This helps drive the size of the large gear and ultimately helps us pick the size of the drive gear and any idler gears in the design.

01:30

We're going to be inputting 12 lbft of torque and we need to make sure that the gears can support that.

01:37

We're also going to be looking at this from the standpoint of function over cost.

01:42

Now, this is not generally the case has cost as a very important driving factor of design decisions.

01:48

But looking at function over the cost of a design allows us to explore some freedoms.

01:54

Then we can maybe change or make different design decisions based on what we found out.

01:58

So in our case, we're looking mainly at the function and not so much about cost.

02:03

Things that this effect will be for example, using off the shelf gears or designing our own gears.

02:09

Potentially making different design decisions to use more expensive components such as bearings,

02:14

where as a cost driven model might change the bearing that we use and ultimately change the overall lifecycle of the design.

02:23

And last we want to make sure that we have a factor of safety of at least four or greater.

02:29

So I have it set to factor of safety greater than four,

02:33

and this is telling us that if we input four times the input torque, the design will still not fail.

02:42

Next we want to talk about the different housing orientation options.

02:46

We already know that we're going to be going with an input and output shaft that is along the same axis.

02:51

But even with that said, we do have the option to have a reversed direction.

02:56

The direction is going to be important and driven by the number of intermediate gears we have in our gear train.

03:02

But in addition to this, there is also the option to have the input and the output shaft’s offset.

03:08

This is probably the easiest design challenge,

03:10

as we can generally take the input and the output gear and simply set them next to each other and directly drive.

03:18

We could also have the input and the output at some angle.

03:21

In most cases, you'll see this at 90 degrees using a ring and pinion, but that's not strictly fixed.

03:27

But in each of these cases we can have a situation where the input and output are the same direction or reversed.

03:35

Our design is going to focus on input and output being in the same axis and rotating in the same direction.

03:41

So this is going to give us the most unique design challenge.

03:46

Next we want to talk about the internal gear configuration.

03:50

Now we already identified that the input and the output need to be along the same axis.

03:56

We also know that the input and the output shaft need to turn in the same direction.

04:00

So this means that we need to understand that any idle gears that we have in between these,

04:05

is going to change the direction each time we interact with the new gear.

04:09

So moving from left to right, our drive gear is at the center and our first idle gear is reversing the direction.

04:18

Then we're going back to counter clockwise and finally our last idle gear is rotating clockwise which will reverse the direction of our driven gear.

04:27

Let's take a look at this on the final gears.

04:30

So here we can see that we're inputting on this purple shaft,

04:34

and then we're moving through the two red idle gears to the green idle gear that's going to drive the design.

04:41

Now, we want to talk about product lifecycle management.

04:45

Now this is a big term and it ultimately boils down to what the product needs to stand up to in terms of its longevity and how it's made.

04:54

A couple of the main bullet points that we want to talk about first are assembly and maintenance access.

05:00

These are going to be topics such as ease of assembly,

05:03

the longer it takes something to be assembled or the complexity involved generally increases the cost.

05:09

While that's not directly associated with the manufacturing cost, it is a cost that needs to be factored in into the retail price of the design.

05:17

We also want to make sure that we can rebuild or repair it if needed.

05:22

Next there is the topic of sustainability and there are many different things here and we'll focus more on sustainability in just a moment.

05:30

But at the core of it, we can talk about things like material choices and maybe design choices that we make and how it affects the sustainability.

05:38

Manufacturing specifications can mean things like surface finish or tolerances, things that could ultimately again affect the product's lifecycle.

05:48

There are many products that you might have around your house, where the surface finishes degrading,

05:52

whether it means plastic is fading to another color or decals or surface finishes are wearing off.

05:59

These are things that ultimately affect the product's lifecycle,

06:02

even if it's still working properly, the degradation of the outside appearance of something could ultimately affect that.

06:10

And the last bullet point I really want to touch here is lifecycle specifications.

06:15

These are things like how long something is intended to last.

06:19

When we talk about things in your house, such as door knobs or light switches, these are generally tested to a specific number of uses.

06:27

And oftentimes to find those values, they go through destructive testing.

06:31

So this means accelerated testing of a real world product.

06:36

Let's focus more on sustainability as that's a great topic for us to expand on.

06:42

First we want to see if any of the parts can be reused or recycled.

06:46

This means various different things.

06:48

First off, it could mean whether or not the housing material or the components can actually be recycled after the housing,

06:56

or in this case, our design has reached its end of life.

06:60

But it can also mean whether or not certain components are re buildable.

07:03

Can we replace the bearings?

07:05

If the gears wear, can we replace them with other gears?

07:08

At the end of the lifecycle, can we reuse the outside housing to build another gear set?

07:14

We also have to talk about the materials and if they're responsibly made.

07:19

Are we using raw materials that are new, are they from recycled materials?

07:25

If they're new or recycled, are they made in an eco-responsible manner?

07:30

Meaning are their emissions or the energy output, does it meet what we need to have in our design?

07:36

And speaking of energy and emissions, that can also mean how our design performs.

07:41

We can make design decisions that ultimately affect the amount of energy lost through the device.

07:47

Since we're talking about power transmission, we're inputting a certain amount of power.

07:51

To make the most of the design, we want to design our gears so that we don't have a mechanical energy loss or ultimately we minimize that.

08:00

The next topic is lightweighting,

08:02

and this is a big term that's thrown around because we have the advent of things like Generative Design and part optimization.

08:09

When we're talking about lightweighting, it really comes into play when we talk about manufacturing methods that are dependent on raw materials,

08:17

such as 3D printing or additive manufacturing or even injection molding.

08:22

If you can design a product that uses less of those raw materials, ultimately less is used in the fabrication or production of that part.

08:31

But when we talk about lightweighting, that doesn't always apply to everything.

08:35

If we have a part that is intended to be manufactured through CNC machining, for example,

08:41

the material removed oftentimes is just discarded as waste depending on what material it is or it could be recycled into something else.

08:50

For example, if our housing is a machine from aluminum, the aluminum chips can be reclaimed if they were created or used without the use of coolant.

08:58

So that reclaiming of the aluminum can be good for recycling downstream, but that is another source of energy.

09:05

So when we're talking about manufacturing a machined part,

09:09

oftentimes having a heavier part and reducing the material that we're removing can be more beneficial than to actually make the housing lighter.

09:19

We can also talk about the use of components in this case, things like self-lubricating plastics for gears,

09:25

because the choice of material is ultimately going to affect the overall design.

09:30

We can also use things like sealed bearings.

09:33

So the two together, self-lubricating plastic gears and sealed bearings means that,

09:37

we don't have to have a housing that is soaked in oil in order for it to have longevity.

09:43

We can also talk about things like reducing the overall volume or reducing the amount of material.

09:49

Now, while this comes into things like lightweighting and manufacturing for less waste,

09:53

there are other design decisions or design paths that we could go down to specifically talk to each one of these points.

10:01

Now that we've talked a bit about Product Lifecycle Management or PLM, let's get down to cost.

10:08

Our design is going to focus on function over cost,

10:11

but we still want to understand the different areas that are going to influence the cost of our design, first of which is the material.

10:19

Now this doesn't just mean the raw material that goes into manufacturing the part.

10:23

It also means where that material is coming from, how it's transported if it's a renewable source,

10:29

and there are a whole lot of factors that we need to understand that go into our material choices.

10:34

For example, if we're talking about self-lubricating plastics,

10:38

while that will reduce the need to have oil or an oil bath inside of our housing, is the process of creating those environmentally friendly?

10:47

How far do they need to be transported,

10:49

and what is the offset of the environmental impact by using that material and not using a petroleum oil inside the housing?

10:57

We also have to talk about the manufacturing process.

10:60

If we're talking about casting or injection molding or machining, all of these have byproducts,

11:06

whether it's some sort of material waste in additive manufacturing, if it is some sort of energy usage for CNC machining.

11:16

There are many other factors that we need to think about when we talk about manufacturing.

11:21

We also want to talk about quantity because in general when we start producing more parts, the cost per part is reduced.

11:28

But that's not entirely true because we have costs associated with things like assembly.

11:33

So if a component needs to be assembled manually, the increase in quantity doesn't generally decrease that cost.

11:40

However, if parts are assembled through the means of a robotic assembly,

11:45

then that cost might be able to be reduced as we speed up or as we increase the number we're making.

11:52

And lastly is time.

11:54

Now time is money and ultimately we need to understand how long it takes to manufacture our parts,

12:00

and if we need to reduce that time that generally is going to increase the cost.

12:05

So there are many factors here and each factor has many different subsets that we need to think about.

12:11

And while this course isn't designed to cover all of those,

12:13

it is important that we identify those and at least talk about them at the surface level as we get into learning Fusion 360 in creating our design.

12:24

As we figure out the design process, we also want to mention things like Gantt charts.

12:29

If you're working in an engineering industry, you've likely seen one of these before.

12:33

They are often used to track a project schedule and there are many different ways and many different formats that these can go into.

12:40

But at a very basic level, it's going to track the tasks, the categories, things like whether or not it's in progress,

12:48

if something has a high priority, who it’s been assigned to, the progress of that task, the start date and the duration.

12:56

And these types of charts help us identify any dependencies for tasks.

13:00

For example, if a static simulation can't start until a concept design is complete.

13:07

While those things can't happen at the same time, stacking them back to back is going to affect the overall timeline of a project.

13:14

So while we won't be using a Gantt chart inside of our course,

13:17

it is important that we understand the whole host of things that go into the engineering process, not just the CAD aspect of it.

Video transcript

00:02

In this lesson, we’ll be going over the product for our course.

00:07

After completing this lesson, you'll be able to: review a problem statement, identify possible design configurations,

00:14

identify design restrictions and manufacturing options and discuss product lifecycle management.

00:22

First we need to talk about the problem statement and we'll be designing a gear reduction housing in this course.

00:29

So as we take a look at this, the first bit of information we want to know is what the gear ratio is.

00:36

For our design, we're going to be using a 3:1 ratio and we're going to be reducing our output speed.

00:43

When we talk about changing the gear ratio of a design, when we reduce the speed, we increase the torque.

00:49

So if we input 30 rpm for example, we're going to be outputting 10 rpm but we will be increasing the torque.

00:58

We also need to make sure our design has concentric input and output shafts.

01:03

We're going with this design decision because it makes a more complicated challenge.

01:09

We're going to make sure that our input and output shafts are 10 mm in diameter.

01:14

And we're going to set a 150 mm diameter max size for the entire device.

01:20

This helps drive the size of the large gear and ultimately helps us pick the size of the drive gear and any idler gears in the design.

01:30

We're going to be inputting 12 lbft of torque and we need to make sure that the gears can support that.

01:37

We're also going to be looking at this from the standpoint of function over cost.

01:42

Now, this is not generally the case has cost as a very important driving factor of design decisions.

01:48

But looking at function over the cost of a design allows us to explore some freedoms.

01:54

Then we can maybe change or make different design decisions based on what we found out.

01:58

So in our case, we're looking mainly at the function and not so much about cost.

02:03

Things that this effect will be for example, using off the shelf gears or designing our own gears.

02:09

Potentially making different design decisions to use more expensive components such as bearings,

02:14

where as a cost driven model might change the bearing that we use and ultimately change the overall lifecycle of the design.

02:23

And last we want to make sure that we have a factor of safety of at least four or greater.

02:29

So I have it set to factor of safety greater than four,

02:33

and this is telling us that if we input four times the input torque, the design will still not fail.

02:42

Next we want to talk about the different housing orientation options.

02:46

We already know that we're going to be going with an input and output shaft that is along the same axis.

02:51

But even with that said, we do have the option to have a reversed direction.

02:56

The direction is going to be important and driven by the number of intermediate gears we have in our gear train.

03:02

But in addition to this, there is also the option to have the input and the output shaft’s offset.

03:08

This is probably the easiest design challenge,

03:10

as we can generally take the input and the output gear and simply set them next to each other and directly drive.

03:18

We could also have the input and the output at some angle.

03:21

In most cases, you'll see this at 90 degrees using a ring and pinion, but that's not strictly fixed.

03:27

But in each of these cases we can have a situation where the input and output are the same direction or reversed.

03:35

Our design is going to focus on input and output being in the same axis and rotating in the same direction.

03:41

So this is going to give us the most unique design challenge.

03:46

Next we want to talk about the internal gear configuration.

03:50

Now we already identified that the input and the output need to be along the same axis.

03:56

We also know that the input and the output shaft need to turn in the same direction.

04:00

So this means that we need to understand that any idle gears that we have in between these,

04:05

is going to change the direction each time we interact with the new gear.

04:09

So moving from left to right, our drive gear is at the center and our first idle gear is reversing the direction.

04:18

Then we're going back to counter clockwise and finally our last idle gear is rotating clockwise which will reverse the direction of our driven gear.

04:27

Let's take a look at this on the final gears.

04:30

So here we can see that we're inputting on this purple shaft,

04:34

and then we're moving through the two red idle gears to the green idle gear that's going to drive the design.

04:41

Now, we want to talk about product lifecycle management.

04:45

Now this is a big term and it ultimately boils down to what the product needs to stand up to in terms of its longevity and how it's made.

04:54

A couple of the main bullet points that we want to talk about first are assembly and maintenance access.

05:00

These are going to be topics such as ease of assembly,

05:03

the longer it takes something to be assembled or the complexity involved generally increases the cost.

05:09

While that's not directly associated with the manufacturing cost, it is a cost that needs to be factored in into the retail price of the design.

05:17

We also want to make sure that we can rebuild or repair it if needed.

05:22

Next there is the topic of sustainability and there are many different things here and we'll focus more on sustainability in just a moment.

05:30

But at the core of it, we can talk about things like material choices and maybe design choices that we make and how it affects the sustainability.

05:38

Manufacturing specifications can mean things like surface finish or tolerances, things that could ultimately again affect the product's lifecycle.

05:48

There are many products that you might have around your house, where the surface finishes degrading,

05:52

whether it means plastic is fading to another color or decals or surface finishes are wearing off.

05:59

These are things that ultimately affect the product's lifecycle,

06:02

even if it's still working properly, the degradation of the outside appearance of something could ultimately affect that.

06:10

And the last bullet point I really want to touch here is lifecycle specifications.

06:15

These are things like how long something is intended to last.

06:19

When we talk about things in your house, such as door knobs or light switches, these are generally tested to a specific number of uses.

06:27

And oftentimes to find those values, they go through destructive testing.

06:31

So this means accelerated testing of a real world product.

06:36

Let's focus more on sustainability as that's a great topic for us to expand on.

06:42

First we want to see if any of the parts can be reused or recycled.

06:46

This means various different things.

06:48

First off, it could mean whether or not the housing material or the components can actually be recycled after the housing,

06:56

or in this case, our design has reached its end of life.

06:60

But it can also mean whether or not certain components are re buildable.

07:03

Can we replace the bearings?

07:05

If the gears wear, can we replace them with other gears?

07:08

At the end of the lifecycle, can we reuse the outside housing to build another gear set?

07:14

We also have to talk about the materials and if they're responsibly made.

07:19

Are we using raw materials that are new, are they from recycled materials?

07:25

If they're new or recycled, are they made in an eco-responsible manner?

07:30

Meaning are their emissions or the energy output, does it meet what we need to have in our design?

07:36

And speaking of energy and emissions, that can also mean how our design performs.

07:41

We can make design decisions that ultimately affect the amount of energy lost through the device.

07:47

Since we're talking about power transmission, we're inputting a certain amount of power.

07:51

To make the most of the design, we want to design our gears so that we don't have a mechanical energy loss or ultimately we minimize that.

08:00

The next topic is lightweighting,

08:02

and this is a big term that's thrown around because we have the advent of things like Generative Design and part optimization.

08:09

When we're talking about lightweighting, it really comes into play when we talk about manufacturing methods that are dependent on raw materials,

08:17

such as 3D printing or additive manufacturing or even injection molding.

08:22

If you can design a product that uses less of those raw materials, ultimately less is used in the fabrication or production of that part.

08:31

But when we talk about lightweighting, that doesn't always apply to everything.

08:35

If we have a part that is intended to be manufactured through CNC machining, for example,

08:41

the material removed oftentimes is just discarded as waste depending on what material it is or it could be recycled into something else.

08:50

For example, if our housing is a machine from aluminum, the aluminum chips can be reclaimed if they were created or used without the use of coolant.

08:58

So that reclaiming of the aluminum can be good for recycling downstream, but that is another source of energy.

09:05

So when we're talking about manufacturing a machined part,

09:09

oftentimes having a heavier part and reducing the material that we're removing can be more beneficial than to actually make the housing lighter.

09:19

We can also talk about the use of components in this case, things like self-lubricating plastics for gears,

09:25

because the choice of material is ultimately going to affect the overall design.

09:30

We can also use things like sealed bearings.

09:33

So the two together, self-lubricating plastic gears and sealed bearings means that,

09:37

we don't have to have a housing that is soaked in oil in order for it to have longevity.

09:43

We can also talk about things like reducing the overall volume or reducing the amount of material.

09:49

Now, while this comes into things like lightweighting and manufacturing for less waste,

09:53

there are other design decisions or design paths that we could go down to specifically talk to each one of these points.

10:01

Now that we've talked a bit about Product Lifecycle Management or PLM, let's get down to cost.

10:08

Our design is going to focus on function over cost,

10:11

but we still want to understand the different areas that are going to influence the cost of our design, first of which is the material.

10:19

Now this doesn't just mean the raw material that goes into manufacturing the part.

10:23

It also means where that material is coming from, how it's transported if it's a renewable source,

10:29

and there are a whole lot of factors that we need to understand that go into our material choices.

10:34

For example, if we're talking about self-lubricating plastics,

10:38

while that will reduce the need to have oil or an oil bath inside of our housing, is the process of creating those environmentally friendly?

10:47

How far do they need to be transported,

10:49

and what is the offset of the environmental impact by using that material and not using a petroleum oil inside the housing?

10:57

We also have to talk about the manufacturing process.

10:60

If we're talking about casting or injection molding or machining, all of these have byproducts,

11:06

whether it's some sort of material waste in additive manufacturing, if it is some sort of energy usage for CNC machining.

11:16

There are many other factors that we need to think about when we talk about manufacturing.

11:21

We also want to talk about quantity because in general when we start producing more parts, the cost per part is reduced.

11:28

But that's not entirely true because we have costs associated with things like assembly.

11:33

So if a component needs to be assembled manually, the increase in quantity doesn't generally decrease that cost.

11:40

However, if parts are assembled through the means of a robotic assembly,

11:45

then that cost might be able to be reduced as we speed up or as we increase the number we're making.

11:52

And lastly is time.

11:54

Now time is money and ultimately we need to understand how long it takes to manufacture our parts,

12:00

and if we need to reduce that time that generally is going to increase the cost.

12:05

So there are many factors here and each factor has many different subsets that we need to think about.

12:11

And while this course isn't designed to cover all of those,

12:13

it is important that we identify those and at least talk about them at the surface level as we get into learning Fusion 360 in creating our design.

12:24

As we figure out the design process, we also want to mention things like Gantt charts.

12:29

If you're working in an engineering industry, you've likely seen one of these before.

12:33

They are often used to track a project schedule and there are many different ways and many different formats that these can go into.

12:40

But at a very basic level, it's going to track the tasks, the categories, things like whether or not it's in progress,

12:48

if something has a high priority, who it’s been assigned to, the progress of that task, the start date and the duration.

12:56

And these types of charts help us identify any dependencies for tasks.

13:00

For example, if a static simulation can't start until a concept design is complete.

13:07

While those things can't happen at the same time, stacking them back to back is going to affect the overall timeline of a project.

13:14

So while we won't be using a Gantt chart inside of our course,

13:17

it is important that we understand the whole host of things that go into the engineering process, not just the CAD aspect of it.

Video quiz

If a gear reduction housing has a 3:1 ratio (in:out) and is driven at 300 rpm, what is the output speed?

(Select one)
Select an answer

1/1 questions left unanswered

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