KEATES Engineering Design For Mechatronics
KEATES Engineering Design For Mechatronics
Chapter 15
Engineering Design for Mechatronics – A
pedagogical perspective
Simeon Keates1
15.1 Introduction
Since the introduction of undergraduate and postgraduate programmes in
Mechatronics and related subjects from the mid-1980s onwards, there has been a
near continuous debate as to the nature and standing of Mechatronics both as an
Engineering discipline and in relation to its role within Engineering Design [1–
5].
In the case of Mechatronics education, what has emerged is a wide variety and
range of courses structured around the basic tenets of integration concentrated
around the core disciplines of Electronics, Mechanical Engineering and
Information Systems or Computing but with a wide range of variation and
variety to accommodate local requirements and conditions.
Thus, a course developed and delivered in, say, Detroit [6], is likely to differ
significantly from one in place in Singapore [7], while both have entirely
legitimate claims and arguments to be considered as Mechatronics programmes.
Notwithstanding this difference in emphasis, each course will, in general, seek to
conform to the requirements of achieving an appropriate level of integration
between the core disciplines, with an emphasis appropriate to the overall
requirements of the course.
Here we examine how innovative and challenging Mechatronics programmes
structured to meet future needs must still incorporate the basic principles of
Engineering Design. However, Mechatronics remains a fundamentally
innovative field and simple instruction in the basic mechanics of putting the
components together is missing an educational opportunity to push students to
develop their creative engineering thinking. Mechatronics, being such a diverse
field, allows students and teachers to explore genuinely innovative questions and
solutions. As such, it is well suited to allowing teachers to set tasks and projects
for students that break new ground and explicitly support the creation of the new
concepts and solutions required to take mechatronics forward.
When looking at Mechatronics oriented degree programmes, it is necessary to
consider how Mechatronics is likely to develop and change in the mid- to
longer-term future. The goal of any good degree programme is to not only
prepare each student to secure their first job, but also to give them the correct
skills and mindsets to retain employment throughout their entire working life.
This goal is a particular challenge in a discipline that is as diverse as
Mechatronics.
1
Faculty of Engineering and Science, University of Greenwich, Chatham Maritime, UK
Mechatronic Futures – Keates 2
Politics
Sociology
Psychology
Economics
Industrial
Design
Artistic Design
Art
Theoretician Pragmatist
Reviews design process and Emphasis on problem solving
outcomes Selects, uses and refines
Identifies methods and methods
generates procedures Generates solutions
Establishes good practice Establishes practice
Refines theories
Firm boundaries
The
Market
Research
projects
New Products
Development & Services
Licensing Other
Company's
Internal
Market
New
Market
Established
Technology Base
Market
Research
External
projects
Open
Boundaries
Technology
Insourcing
Fig. 15.4 Open innovation
The relationships between these two divergent approaches can be seen in Figs
15.3 and 15.4. From these, it can be seen that they each represent a significantly
different focus on the innovation process, both in terms of the value of ideas and
the ways in which such ideas are to be incorporated into that process. The
revised methodology represented by open innovation has been adopted by
organisations such as Proctor & Gamble [22] and the US Department of
Education [23] to create platforms to develop and take forward new ideas, but
Mechatronic Futures – Keates 5
perhaps more importantly to bring in new ways of thinking from outside the
organisation. Similarly IBM runs an annual “Innovation Jam” as part of its
Global Innovation Outlook [24]. Though the underlying motivation, in one case
growing company profitability and in the other enhancing an education system,
may differ, both are exhibiting a degree of openness by inviting external bodies,
groups and individuals to submit their ideas into a central ‘pot’ for consideration.
General
Project Management Continuing role throughout project
Tools
i.e. Microsoft Office
Specialist
One possible solution to the cost issue is the use of computer simulations of
components through the kinematic modelling of their properties. An example of
such an approach was the variable fidelity prototype developed for the
Interactive Robotics Visual Inspection System (IRVIS) [37], which was an
accurate model of both the size and kinematic response of robot with 5 motors
and 5 degrees of freedom – see Fig. 15.6(a) and (b). Such a virtual prototype can
be reconfigured, redesigned and completely altered with a few lines of code for
absolutely no cost.
opposition had either been immobilised or ejected from the arena. Again, there
was a similarly wide variety of innovative designs among the entrants. We are in
the process of working with the team behind Robot Wars to establish an
outreach programme to local schools to inspire the next generation of
Mechatronics students by helping schoolchildren design and build robots to
compete in Robot Wars.
The solution that we use was inspired by the role of the jury on Robot Wars
where a panel of external experts is used to assess each finished design against
each of the stated challenges and category champions identified. Those
champions then progress through to a final round and a “champion of
champions” is named as the design that, in the opinion of the experts, best meets
as many of the challenges as possible.
15.5.1 In Summary
Engineering Design is a major element of Mechatronics and can form the
unifying theme throughout such courses. However, the requirement to encourage
innovation is often in conflict with the requirements of ‘quality’ and of the need
to assign grades to all forms of student based activity, even when doing so
encourages a conservative approach to design. Instead, the aim should be to
encourage innovation, and even failure, as to reward students for the adoption of
an innovative and a novel approach.
One possible way of accomplishing this is to simplify the criteria or measures of
success as much as possible – ideally to a single such metric, e.g. the fastest or
the lightest. It is also suggested that all Mechatronics programmes focus not only
on the development of working solutions, but also on how the solutions fit
within the wider environment of use, including their users.
was developed and the user acceptance trials were completed with no significant
shortcomings being identified. No overhaul of the robot itself was required. The
deficiencies in performance suggested by the first set of user trials was a result
of the motors not being driven effectively – one at a time instead of
combinations together.
The experience of this project is unfortunately common among many such
Mechatronics projects. In a very insightful paper, Buhler examined the success
of several of the major EU TIDE Rehabilitation Robotics projects in the 1990s
[41]. His conclusion was that only one of the projects that he evaluated (the
MANUS project [42]) had achieved its original design objectives and had
achieved a respectable degree of success. All of the other projects were
considered failures and the most common reason for failure that was identified
was a focus on the technology to the exclusion of almost all other
considerations.
Clearly, any Mechatronics programme must bear this in mind and ensure that
students are aware not only of how to develop such systems, but also how they
interact with the wider environment, including their users. Such considerations
are routinely taken into account in other specialist domains, such as medical
device design and it is suggested that Mechatronics students are made aware of
such broader approaches to Engineering Design.
still looking a little like a solution in search of a problem. The only innovations
that have thus far gained any notable traction in the market place are somewhat
mundane, with elements of home automation, home security and heating
applications initially being the most pervasive Internet of Things solutions in the
marketplace. Such applications are only scratching the surface of what the
technology can support. However, designers and developers are still struggling
to find the “killer application(s)” that will lead to sufficient homeowners
investing serious money in the necessary Internet of Things infrastructure in
their house.
Changes in the general population also need to be considered. Many countries in
the developed world already have populations that can be considered aged,
rather than ageing. There is a clear need for more technology to help support
people in retaining their ability to maintain independent living in their own
homes [43]. Mechatronics will underpin much of the new developments in tele-
healthcare, assistive technologies and support for the activities of daily living
[38]. However, designing for older adults or those with disabilities involves
particular design challenges because of the variety of user functional capabilities
[44] that may be encountered as well as different user priorities and goals [45].
Consequently, future Mechatronics engineers will need to understand as much
about consumer wants, needs and aspirations as they will about, say, different
types of motors.
To reiterate what was stated in the introduction to the chapter, The goal of any
good degree programme is to not only prepare each student to secure their first
job, but also to give them the correct skills and mindsets to retain employment
throughout their entire working life, requiring educators to consider how
Mechatronics is likely to change in the mid- to longer-term future, and how
these changes are likely to impact on course content, structure and delivery. This
is a particular challenge in a discipline such as Mechatronics with all its
diversity. The solution must be to aim for a balance between:
Technical knowledge - Providing sufficient content about the technology
of today
Underlying fundamental technical skills - Skills such as Design and
Mathematics will support graduates throughout their working life
Personal skills – These encompass lifelong learning, adaptability,
problem-solving and open-mindedness that together make up a flexible
and adaptive mindset, open to new challenges.
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