final report - boeing 4
TRANSCRIPT
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EDSGN497D Senior Multidisciplinary Capstone Project: Development of an Automated
Helicopter Rotor Wake Survey System Sponsored by The Boeing Company
Design Specifications Report
21 March 2013
Team Name:
WhirlyBirds
Team Members:
Bill Boggs
Steven Drew
Ryan Hammerschmitt
Scott Hromisin
Joseph Oberholtzer
Dylan Wynn
NoIntellectual Property Rights Agreement
No Non-Disclosure Agreement
Executive Summary:
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The objective of this project is to measure the rotor wake of a helicopter below the rotor
at a minimum of eight azimuthal angles, three heights and five radial positions. The local
pressures will be measured using a pressure probe and then passed to a computer for data
reduction and visual representation. It is essential that the pressure probe never touches the rotor
blade in order to avoid risk of injury. The Boeing Company is supplying a stand, a drive system
with a rotor and a test probe for testing the pressure change under the rotor. The rotor is six feet
in diameter and is run by a 1.5 horsepower motor. The design process began with a Gantt chart
to plan out the timetable of the project. The Gantt chart is essential to project planning because it
sets deadlines for different aspects of the system. The Gantt charts first section is the research
and brainstorming stage, which defines the path in which the project will go.
Many different possible solutions to the problem have been brainstormed, analyzed and
rated to see which design will provide the most overall efficiency. After the analysis, the best
design is selected and a CAD model is created, for every different theater of the system. This
includes the azimuthal design, which moves the pressure probe stand a full 360 degrees in orderto measure any point around the test stand. The radial system is designed to move to any radial
position under the rotor and the vertical system will move the pressure probe in the y direction.
After CAD model creation and construction, the initial design undergoes extensive testing.
Software is also tested to make sure that the signals sent to the system for motor movement are
accurate. Three stepper motors move the system to the coordinates specified by the user of the
software, so software testing and mechanical testing are done in conjunction to fully verify the
accuracy of measurement. Tests are done to make sure the pressure probe is reading accurate
pressures following verification of the accuracy of the mechanical system. After the testing
analysis and second design is constructed, correcting the mistakes that were seen in the first
design. Currently the team is under budget and on schedule to test the second design iteration.
To validate the capabilities of the system, individual components were tested as they
were constructed and finally the whole system was tested. The modular design allowed discrete
testing of the mechanical motion systems. Testing of the sensing capabilities was performed with
a manometer and then in the Penn State wind tunnel. Finally real world testing with a rotor test
stand was used to evaluate the entire system performance. The system ultimately proved its
ability to meet and exceed customer needs. With the customer needs met, additional design
iterations should be used to refine the design for manufacturing and ease of use.
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Table of Contents
Table of Contents ............................................................................................................................ 3
1. Introduction ............................................................................................................................. 4
2. Customer Needs Assessment ................................................................................................... 4
3. External Search ........................................................................................................................ 7
4. Engineering Specifications .................................................................................................... 11
5. Concept Generation and Selection ........................................................................................ 16
6. System-Level Design ............................................................................................................ 24
7. Special Topics ....................................................................................................................... 25
8. Changes to the Statement of work ......................................................................................... 36
9. Final Discussion .................................................................................................................... 69
10. Conclusions and Recommendations ...................................................................................... 7611. References ............................................................................................................................. 80
12. Appendix A: Survey For Analytical Hierarchy Process ....................................................... 81
13. Appendix B: External Search URLs .................................................................................... 83
14. Appendix C: Concept Generation ......................................................................................... 84
15. Appendix D: Concept Generation ......................................................................................... 88
16. Appendix E: Resumes ........................................................................................................... 90
17. Appendix F: Changes To The Statement Of Work ............................................................... 91
18. Appendix G: Calculations for Design Analysis .................................................................... 98
19. Appendix H: Shop Drawings .............................................................................................. 114
20. Appendix I: Bill Of Materials ............................................................................................. 120
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Introduction1.
Testing of model helicopter rotor systems typically consists of measuring loads on the rotors to
determine the aerodynamic effects of speed, angle of attack, and blade shape. Current testing methods,
however, have no way of measuring what is happening below the rotors. Measuring and analysing theflow properties beneath the rotor could provide researchers with beneficial information regarding the
performance of the rotor.
1.1. Initial Problem StatementBoeing has challenged our team with designing, building, and testing an
apparatus to position a pressure probe at any point in 3D space below a rotor test
stand. The testing apparatus to be designed will allow valuable information to be
collected about the properties of a helicopter downwash.
1.2. ObjectivesThe system must be able to take an input from a user, specifying the location at which the
measurements are to be taken. The apparatus must then move the probe to the desired location.
The system to be designed will be motorized and fully automatic, being able to move to the
positions specified by the user with no additional human interaction. Pressure readings will be
taken using a pitot-static probe with a pressure transducer, and these readings will be transmitted
to a computer. The computer will reduce the data and plot the results in three dimensions. The
team will deliver the designed mechanism, all relevant drawings and CAD files, data reduction
and plotting software, and instructions for use.
Customer Needs Assessment2.
2.1. Gathering Customer Input
We will be able to determine our customer needs through weekly interactions with our
client. Via weekly conference call, we will be able to assess the customer needs by asking
questions. The first few conference calls will be dedicated developing a complete understanding
of our customers wants and needs. Boeings most basic needs are listed clearly in the project
statement on the Penn State Learning Factorys website. Using these most basic needs as a
springboard, the team was able to generate a long list of questions for our project sponsors in
order to more truly understand their needs. During the first conference call on January 29th, 2013
the team received objective answers to each and every one of the questions. Through thequestions a list of formal customer needs could be developed.
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The Boeing Company Customer Needs
1. The pressure sensor has multiple positions
2. The pressure sensor is accurately positioned
3. The pressure sensor is positioned in the rotor wake
4. The pressure sensor position can be changed remotely
5.
The pressure sensor reads any pressure in the rotor wake
6. The pressure data captures the constantly varying pressure
7. The pressure data is accurate
8. The angular velocity of the rotor is collected
9. The system includes data visualization software
10.The system includes sensor control software
11.The system must include an instruction manual
12.The system must be reliable
All pertinent customer statements are recorded by several team members in notebooks during conference
calls. Not only does this give us a level of redundancy but it also helps to avoid misinterpreting customer statementsbecause we compare our notes after every call-in. As many of the statements are quantitative answers to ourquestions, developing customer needs and design metrics is very straightforward. Any new statements by thecustomerat this point will be assumed to be wants and not exactly needs unless they tell us otherwise. This willensure that as our target design criteria remain constant as product design, building, and testing begins in theupcoming weeks.
2.2. Weighting of Customer NeedsTo ensure that our sponsors needs were being properly considered, a moderate length
survey was sent to them. The survey compares every need against every other need on a 5-3-1-3-
5 scale. For example:
Need A 5 3 1 3 5 Need B
Selecting 1 means needs A and B are of equal importance. The values of 3 and 5 on the left
correspond to Need A being of higher importance than Need B, and vice versa. The results of
this survey may be found in Appendix A: Survey For Analytical Hierarchy Process.
The results of this survey could be directly inputted into a hierarchical list of customer
needs (AHP) matrix. This matrix calculates the relative importance each customer need with
respect to every other customer need. Development of this matrix is discussed in great detail in
Ulrich & Eppinger. Our AHP matrix may be found in Table 1.
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Table 1. AHP Matrix of Customer Needs to Determine Weighting for Customer Needs
Simplicity
Accura
cy
Cost
Durabi
lity
Easeof
building
Easeof
implem
entation
Versatilityof
components
Timetobuild
Aesthetics
SumWeight
Rounded
Simplicity 1.00 0.33 1.00 1.00 1.00 0.33 1.00 0.33 5.00
11.0
0
0.08
2 0.08
Accuracy 3.00 1.00 3.00 3.00 3.00 3.00 3.00 3.00 5.00
27.0
0
0.20
3 0.20
Cost 1.00 0.33 1.00 0.33 0.33 0.20 0.33 0.33 1.00 4.87
0.03
6 0.04
Durability 1.00 0.33 3.00 1.00 1.00 0.33 1.00 3.00 5.00
15.6
7
0.11
8 0.12Ease of
building 1.00 0.33 3.00 1.00 1.00 0.33 1.00 0.33 5.00
13.0
0
0.09
7 0.10
Ease of
implementatio
n 3.00 0.33 5.00 3.00 3.00 1.00 3.00 3.00 5.00
26.3
3
0.19
8 0.20
Versatility of
components 1.00 0.33 3.00 1.00 1.00 0.33 1.00 1.00 5.00
13.6
7
0.10
2 0.10
Time to build 3.00 0.33 3.00 0.33 1.00 0.33 1.00 1.00 5.00
15.0
0
0.11
3 0.11
Aesthetics 0.20 0.20 1.00 0.20 3.00 0.20 0.20 0.20 1.00 6.20
0.04
6 0.05
Total 132 1
Definitions for the customer needs can be found in Appendix A: Survey For Analytical
Hierarchy Processproceeding the answered customer survey. The results of this AHP matrix
show that positional accuracy and ease of implementation are the most important criteria,
whereas aesthetics and cost are relatively unimportant. The results of this AHP, while helpful in
most regards, are somewhat dubious. Our project sponsors completed the survey which fed
directly into this matrix. They work for Boeing, a billion dollar company, so for them, cost isvirtually a nonissue. However, our team is working on a very limited budget of $1000. For us,
cost has a lot of weight. We may design a state-of-the-art system, but if we can only afford two
parts for it, our design will be no good. We need to make sure that what we design not only
meets their most important needs but also does not exceed out budget.
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External Search3.An extensive external search is being carried out by all members of the group. We need
to see what sort of prior art is already out there, that is, on the market or patented. Given our
budget of $1000, we also had to understand typical traversing and data acquisition (DAQ)
capabilities as a function of cost. The final results of the external search follow.
3.1. Patent SearchThe first level of searching includes researching patents relevant to our product. It is
imperative so understand what is patented so that the final product does not infringe upon the
rights of another individual or company.
Table 2. Results of the Team Patent Search for Existing Prior Art
Patent Name Patent
Number
Filing Date
High speed digital radiographic inspection of aircraft fuselages 6466643 Aug 22, 2000
Method of testing for fuselage cracks 4976136 Oct 13, 1989
Flight air data measuring system 8256284 Aug 22, 2006
Air data system and method for rotary aircraft 7284420 Jul 13, 2004
Static pressure calculation from dynamic pressure for rotary air-
data system and methodology therefor
6938472 Dec 10, 2003
3.2. Existing ProductsThe second part of the search involves documenting what kinds of products are on the
market. Understanding what products are out there, and their costs and capabilities, will help
give the team a good understanding of performance as a function of cost. Knowing this
relationship assists the team in setting acceptable performance goals within the given budget.
Table 3. Existing Traversing Systems, Controls, and Other Related Products Currently on
the Market
Product Description Price *URL
Helicopter Air
Data System
- Measures airspeed across the complete
flight envelope.
- Swiveling pitot probe
Professional/Militar
y grade (i.e. very
high)
1
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- Flow angles
- Air temperature
Curved Rail
Sliders
- Three cam roller bearings per slider
assembly - preload adjustable
$78 - $101 2
Curved Rail
System
- Arc length 180 degrees
- 0.5m1.25m radius
- 1.57m3.927m rail length
- Holes for mounting
$360 - $890 3
Telescoping
Pitot Probe
- Extends from 8in to 38in $305 4
USB to I2C
Converter
-Support the dual interface: I2C interface and
Serial interface.
- Standard 100Kbps and Fast 400Kbps I2C
interface.
- 8 Bit Data Port.
- Data Port pins may be individually selected
to be digital input / output, analog input or
PWM
output.
- 10 Bit ADC, up to 5 analog inputs
$15 5
Low-Cost
Dataq Start
Kit
- 13 bit
- 4 channel
- USB output for Windows XP and higher
- 10000Hz sampling rate max
$150 6
Teensy -
USB-basedmicrocontrolle
r development
system
- USB-based microcontroller development
system Processor
- Flash Memory: 131072
- Analog in: 12
- I/O: 34, 3.3 Volt
$16 - $24 7
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Stepper
Motors
- 200 steps/revolution
- Current: 280mA1200mA
- Voltage: 2.7V10V
- Torque: 180 g-cm - 3.17 kg-cm
$13 - $20 8
Geared
Bipolar
Stepper Motor
-Gear Ratio: 26.85:1
- Gearbox rated for sustained torque of 30
kg-cm
- Maximum speed of 22 RPM @ 12V (with
1063 motor controller)
$39 9
Stepper Motor
Driver
- Circuit board to control stepper motors $10 - $20 10
Velmex
Traversing
Stages
- Precision linear traversing stages
- Manual or motor-driven options
- Screw drive, free sliders, and rotational
Manual: $160 - $
800
Motor: $360 -
$3400
11
3.3. Hobby Projects and Open-Source ProductsSome of the most intriguing results from the external search are the capabilities of many do-it-
yourself projects. Using simple and relatively inexpensive supplies, some people were able tomake novel traversing and DAQ systems.
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Table 4. Do-It-Yourself (DIY) and Open-Source Products / Systems
Project Description Projected
Cost
*URL
Arudino DAQ controller - 500Hz Sampling Rate
- 10 bit resolution
- 1kHz serial, 25khz-50khz with overclock
and I2C
$20 12
Radial Dolly Track Smooth rolling, easy to build DIY curved
dolly track with plans and instructions
$30 13
Simple Pressure Sensor
Signal Conditioning Circuit
Schematic
Allows interchangeable sensors without a
change in the output voltage
n/a 14
Open Source CNC plans Open source plans for a CNC machine
well controlled machine automated
movement
free 15-16
Horizontal/Radial DIY slider Simple, cheap, easy-to-build camera slider
that can be modified for automated
movement
$15 17
* Corresponding URLs may found at the end of this paper inAppendix B:
The external search is proving to be quite fruitful. The team has discovered a diverse
array of products. There are many existing products for straight-line motion, as it is a widely
used feature in many data-collection scenarios such as flaw detection in a part. Linear motion can
be as inexpensive as $20 for some sliders or upwards of $3400 for higher end, motorized
systems. For azimuthal motion (that is not a small, rotating disk), there are significantly fewer
products on the market. Those products that do exist can cost upwards of $400. That is outside
the price range for any single product given the $1000 budget.
In terms of capability per unit dollar, the most intriguing products appear to be do-it-
yourself slider systems for cameras. The slider systems can move smoothly in linear or
circumferential directions. Moreover, the parts to build these systems can be bought at local
hardware stores for a few dollars. As testament to this, the team has already built a first-
generation prototype using all store-bought hardware. The prototype moves in all three
cylindrical dimensions and only cost $50 to make.
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While many existing products and patents have already been found, the external search is
still ongoing. Most of the benchmarking up to this point has focused on physically large portions
of the system i.e. azimuthal, radial, and traversing systems. Much research is now going into the
details of the motion that is, controllers and motors.
Engineering Specifications4.
4.1. Establishing Target SpecificationsWith a strong understanding of the customer needs and the relevant existing technologies, design
metrics will be used as the known parameters of the detailed design. Metrics provide well
defined criteria by which existing solutions can be benchmarked and the success of the solution
can be quantified. The metrics are developed from the customer needs and specifications
established through additional communication with the customer. Meeting all of design metrics
exactly is ideal. However, due to time and budget constraints, along with performance issues,
may make reaching all of metric values impossible. Therefore, it is wise to develop a range ofvalues our system must perform between; that is, a high and a low, or an ideal and minimally
acceptable (metric) value. Most of the acceptable and ideal product specifications were
determined primarily through communication with the customer. Other specifications required
additional research and analysis such as the sampling rates, sampling resolution and frequency
analysis.
Table 5. Acceptable and Ideal Values for System Metrics
Metric
Acceptable
Value Ideal Value
Pressure Sensor Manipulation
Radial Sensor Positions - Quantity 5 >50
Radial Sensor Positions - Accuracy +/- 0.05 +/- 0.005
Radial Sensor Positions - Range 6 to 24 6 to 43
Azimuthal Sensor Positions -
Quantity 8 >80
Azimuthal Sensor Positions -
Accuracy +/- 0.05 +/- 0.005
Azimuthal Sensor Positions - Range 0deg to 180deg 0deg to 360deg
Vertical Sensor Positions - Quantity 3 >30
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Vertical Sensor Positions -
Accuracy +/- 0.05 +/- 0.005
Vertical Sensor Positions - Range 12 to 24 6 to 36
Dimensions of AutomatedMovement 0 3
Pressure Sensor Performance
Pressure Sensor Range 0 psi to 2.5 psi 0 psi to 2.5 psi
Pressure Sample Resolution
10 Bit (0.0024
psi) 13 Bit (0.00031 psi)
Pressure Sampling Rate 160 Hz 2000 Hz
Pressure Sensor Flow Alignment +/- 15 degrees +/- 5 degrees
Rotor Angular Velocity Sensor Performance
Sampling Rate 80 Hz 400 Hz
Data Reduction and User Interface Software
Pressure on 3D Plot Included Included
Sensor Positioning Software User input for
each positionchange
User defined test
sequences
Frequency Analysis Not Included Included
Instruction manual
Positioning mechanism Procedure Procedure,
Replacement Part
Construction,
Troubleshooting
Output Software Procedure Procedure,
Changing/Adding
Code,
Troubleshooting
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Setup of System Procedure Procedure,
Troubleshooting
Duration of System Performance
Hours of Testing 3 Hours >9 hours
4.2. Relating Specifications to Customer NeedsWhile developing an AHP matrix and a list of product metrics are worthwhile and even
necessary practices, the product design process will all be for naught if the finish product does
not meet a customer need. In the ideal case outlined in Ulrich & Eppinger, there will be one
metric that corresponds to each customer need and satisfies that need. In practice though, this is
not always the case. Due to feasibility issues or complex needs, needs may be met only with the
use of two or three metrics. To keep the needs-metrics relationships organized in a clear and
concise manner a needs-metrics method is used (Table 6). In this method, each row of the matrix
corresponds to a customer need and each column corresponds to a metric. A mark is placed at the
intersection of a need and the metric(s) that satisfies it. If there is a mark in every row then we
can be sure that our list of metrics is broad enough to meet all customer needs. Our needs-metrics
matrix is in Table 6. From it, we found that every row has at least one mark in it. Therefore, we
are confident that we can meet of our sponsors needs if we build a product to meet our current
metrics.
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Table 6. Needs-Metrics Matrix using QFD Method for the Rotor Wake Survey Project
Our customer needs were developed through a survey that was completed by the customer. The information provided by the customer in the survey
was then translated into a set of needs with corresponding metrics.
Customer Needs
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 20
Q
uantity
Q
uantity
Q
uantity
A
ccuracy
A
ccuracy
A
ccuracy
Positions-Range
Positions-Range
Positions-Range
Movement
Range
Resolution
Rate
alignm
enttoflow
Sam
plingrate
Plot
Software
Ins
tructions
Ins
tructions
1Pressure sensor has
multiple positions X X X
2
Pressure sensor is
accurately
positioned X X X
3
Pressure sensor is
positioned in the
wake X X X
4
Sensor position can
be changed
remotely X
5
Sensor reads any
pressure in the
wake X
6
System captures
pressure in real
time X X
7The pressure data
is accurate X
8Angular velocity of X
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the rotor is
collected
9
System includes
data visualization
software X
10
System includes
sensor control
software X
11
Instruction manual
is included X X
12The system must
be reliable X
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Concept Generation and Selection5.
5.1. Problem ClarificationBefore generating concepts for our automated rotor wake surveying system we need to
know, in general, how the system is going to work; what it is going to do. Another way of
putting is to ask ourselves: what are the inputs? What are the outputs? What are the basic steps in
between the two? Best way to answer these questions is visually: with a black-box model
showing system inputs/outputs and the energy flow through the system. A diagram like this
contains invaluable information to assist in brainstorming and system-level design. This is
because the diagram defines what goes into our system, what our system must output to meet
customer needs, and the critical sub-functions in between. It is these sub-functions that we will
have to design, build and interface with each other in order to achieve our target outputs. Our
black box model is shown in Figure 1.All black box functions are enclosed in a dashed box.
The largest black box is that of the system: inputs go in, and the rotor wake data is the output.The smallerblack box is the positioning of the probe step. This reads in the desired position,
goes to it, takes a measurement, and passes the analog data along for processing.
Figure 1. System Level Black Box and Energy Flow Design
The system level design is straightforward from Figure 1. The user input will run through an
encoder, the encoder will instruct the motor create a movement for the probe, which will record
data, and send feedback. Multiple iterations of our project will allow us to fix any flaws in our
prototype design. Each design will be selected through a selection matrix based on customer
needs. The needs will be weighted and applied to our design selection table discussed in Section
5.3.
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5.2. Concept GenerationConcept generation is a very critical stage for our project. If done properly, some very
intriguing design ideas are generated. These ideas propagate on to concept selection and a novel,
working system will be chosen. Concept ideas come from two majors sources: external searches
and internal searches. The teams external search is described in Section 3.0. The team has been
conducting multiple internal searches, i.e. group brainstorming sessions as well. During these
meetings, ideas are bounced back and forth of each other. We consider the pros and cons of
certain designs and list then alongside sketches of the idea. Discussions typically focus on
traversing systems, as this is where we have the most flexibility. However, we also discuss
different motors and software platforms we are considering for the system.
Figure 2. Typical design idea during a brainstorming session
More images from brainstorming sessions may be found in Appendix C:.
Once brainstorming is complete we move on to a more formal concept generation stage. Here
ideas are discussed in more detail. Ideas are more practical and well thought out and the
drawings become more technical. Some results from concept generation meetings are:
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Figure 3. Vertical motion conceptscissor lift system
Figure 4. User Interface ConceptMATLAB control GUI
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Figure 5. Combined motionradial and vertical system
More concept generation results may be found in Appendix D.
5.3. Concept SelectionFollowing the guidelines set forth by Ulrich & Eppinger, our concept selection process
consists of two steps: 1) concept screening and 2) concept scoring. Concept screening is a
qualitative process in which we compare our ideas against a reference product and for a given list
of criteria we decide if our idea is better, equal to, or worse than the reference. For our conceptscreening process, we opted to use existing products as our references. Our concept screening
matrix can be found in Table 7. It can be seen from Table 7 that some concepts are relatively
close in score while some are at the bottom of barrel with a very low score. Any concepts with a
value of -6 or less will not move on to the concept scoring matrix.
The concept scoring matrix is designed to calculate the best concept for each of our five
subsystems: azimuthal motion, radial motion, vertical motion, data acquisition, and software. To
do this, the rows of the matrix are the concepts and the columns are the customer needs
previously discussed in Section 2.2. Moving across the columns, each concept is scored on a
scale of 1-10 on how well it meets that particular customer need, with 10 being extremely well.
The score is then multiplied by the corresponding weight for that need. The weights were
determined using the AHP matrix in Section 2.2. The scores for each column are summed
together. The concept from each of the five subsystems that has the highest total score will be the
concept that gets implemented in our final design. The concept scoring matrix can be found in
Table 8.
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Table 7. Concept Screening Matrix
Selection
Criteria
Concept
RadialMotion
Reference(beltdriverail)
Railscrew
drive
Railrack
andpinion
Railwheeldrive
roomba
Azimutha
l
Camerarailsystem
Rail)
centershaftsupport
turntable
verticaltu
rntable
mechanical
roomba
Vertical
Scissorlift
Reference(Screwlift)
racnpinion
maglev
piston
DataAq
Loanedequipment
controller
)
Di-155
Software
Reference(LabVIEW)
MATlab
C/C++
j a v a
Simplicity 0 1 1 1 -1 0 0 -1 1 0 1 -1 0 0 1 -1 0 1 0 1 0 1 -1 -
Accuracy 0 1 0 -1 -1 -1 0 0 -1 0 -1 -1 1 0 1 1 -1 1 0 1 0 0 1 -
Cost 0 0 -1 0 -1 1 0 0 1 -1 1 -1 -1 0 0 -1 -1 1 0 0 0 0 0 -
Durability 0 1 -1 0 0 -1 0 0 -1 1 0 0 0 0 0 -1 1 1 0 1 0 0 0 -
Ease of
building 0 0 0 1
-1
1 0 -1 1 -1 1
-1
-1 0 -1 -1 0 1 0 1 0 1 -1 -
Ease ofimplemen
tation 0 1 -1 1
-1
0 0 -1 1 0 1
-1
1 0 -1 -1 1 0 0 0 0 0 0 -
Versatility
of
componen
ts 0 1 1 0
1
1 0 -1 -1 -1 -1
-1
1 0 0 -1 -1 0 0 1 0 -1 1 -
Time to0 -1 -1 1 -1 1 0 -1 -1 -1 1 -1 -1 0 0 -1 -1 1 0 1 0 1 -1 -
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build
Aesthetics 0 0 0 0 1 0 0 0 -1 -1 -1 -1 1 0 -1 0 1 1 0 0 0 0 0
Sum 0 4 -2 3 -4 2 0 -5 -1 -4 2 -7 1 0 -1 -6 -1 7 0 6 0 2 -1 -
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Table 8. Concept Scoring Matrix with Wining Concept Highlighted
Simplicity Accuracy Cost Durability
Ease of
build
Ease of
impl.
Vers. of
comp.
Time to
build Aesthetics Total
Radial
Motion
Rail Screw
Drive 5 5 5 5 5 5 5 5 5 5
Rail Wheel
Drive 7 2 5 3 6 5 5 7 5 4.64
Belt Drive Rail 4 4 5 4 5 4 4 6 5 4.41
Azimuthal
Camera Rail
System 5 6 7 4 6 5 6 6 4 5.1
Commercial
Rail 5 1 5 5 5 5 5 5 5 4.9
Vertical Scissor lift 5 6 4 3 4 8 7 4 6 5.56
Screw lift 5 5 5 5 5 5 5 5 5 5
Data Aq
Loaned
equipment 7 8 9 7 7 5 5 8 6 6.74
Micro
controller 5 5 5 5 5 5 5 5 5 5
Di-155 6 7 5 7 7 5 8 7 5 6.44
Software LabVIEW 5 5 5 5 5 5 5 5 5 5
MATlab 7 5 4 6 8 6 4 7 6 5.91
C/C++ 3 6 6 4 2 4 6 4 5 4.45
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Weights: 0.08 0.2 0.04 0.12 0.1 0.2 0.1 0.11 0.05
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System-Level Design6.The high-level system design will combine all of the top concepts from the concept
scoring matrix. The rotor wake survey system will be a curved azimuthal track on top of which a
dolly will sit. The dolly will be attached a curved rac and pinion gear system to control its
motion. On top of the dolly will be a linear camera rail system to move radially. A scissor lift
will be mounted on top of the radial system to move the pitot probe vertically. Both the radial
and vertical components will be powered by screw drives. A MATLAB user-interface will be the
front end for the software to set the measurement positions and display the collected data.
Figure 6. Azimuthal camera rail system
Figure 7. First-Generation alpha-prototype of the system
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Special Topics7.
7.1. BudgetBelow is the teams up to date budget. It accounts for all recent expenses along with the
expected expenses for traveling, prototyping, and final product construction.
Table 9 Current Project Budget
Part Price($) Quantity Total Vendor
Estimated
Data acquistion system 150 1 150 n/a
Travel Cost 224 1 224 n/a
Prototyping Cost 100 1 100 n/a
Final Product Cost 224.3 1 224.3 n/a
Poster 70 1 70 n/a
0 n/a
Actual
1x1x7 Premium FurringStr 6.88 1 6.88 Lowes
3/4 INX1OFT PVC
Pipe 4.36 1 4.36 Lowes
EMT Conduit 5ft 3.3 1 3.3 Lowes
1x2x8 Premium Furring
STR 1.12 1 1.12 Lowes
DRYWALL SCREWCRSE 2'' 4.37 1 4.37 Lowes
1/2 Compression Con 2.28 1 2.28 Lowes
3/4" SCH40 TEE 1.38 1 1.38 Lowes
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3/4" Coupling 0.54 1 0.54 Lowes
Hex Bolt 1/2 x 1-1/2 3.84 1 3.84 Lowes
Hex Nuts 0.88 1 0.88 Lowes
Skateboard wheels 1.25 8 10 Penn Skate
Wooden Dowel Rod 1.42 1 1.42
Home
Depot
Handy metal conduit
boxes 1.64 2 3.28
Home
Depot
0.75in PVC tee
couplings 0.47 4 1.88
Home
Depot
12in threaded rod 1.17 1 1.17
Home
Depot
24in threaded rod 1.76 1 1.76
Home
Depot
Stepper Motor,
Unpolar/Bipolar, 200
steps/rev 19.95 1 19.95 Pololu
Stepper Motor, Bipolar,200 steps/rev 12.95 2 25.9 Pololu
A4988 Stepper Motor
Driver Carrier 9.95 3 29.85 Pololu
Total Budget: 1000
Sales tax to be applied to all
expenses Sales Tax: 0.06
RemainingBudget 53.9924
Amount Spent: 946.0076
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7.2. Gantt ChartIn order to keep ourselves organized we are keeping all of our documents in a shared
group folder on Google Doc. We found a useful Gantt chart program written specifically for
Googles spreadsheet feature. Knowing the start and end dates of a project, if the Percent
Complete value changes, then the Gantt chart automatically updates. It is a very powerful
program. However, its code is not compatible with Excel and the spreadsheet is too large (in
length) to export as a reasonably-sized picture. Table 10 has the first and most informational
portion of our Gantt chart. Table 10 includes all project tasks, their respective state and end
dates, percent complete, and who is in charge of each task.
Table 10. Gantt Chart
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7.3. Risk ManagementGiven the nature of this project with its high-speed, large-diameter rotor, and complex traversing
system, there are significant risks involved in properly designing the system. The most critical
risks associated with this project are personnel safety and equipment safety: in operation, the 6ft.
diameter rotor will be spinning at approximately 2400rpm. This can cause significant harm to
any persons or the probe should either come in contact with the blade. To alleviate this risk, the
system will be designed such that the probe can get close to the rotor blades but it can never
come in contact with the blades. For user-safety, this system will only be used by trained
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professionals/students in a controlled testing environment so as a first-level precaution we will
require all personnel maintain a certain safety radius away from the system. We will look into
installing a safety cage or similar object around the system to keep people from coming in
contact with the rotor blades. If funds or time are short, we will look into borrowing a safety
cage.
Table 11. Risk Plan Table
Risk Level Actions to Minimize Fallback Strategy
Change in
Customer
needs
Low - Keep sponsors always up to date
on project developments and
design decisions
- Additional money required
- Factored in 3 different
design-build-test stages into
project schedule
Rotor bladesharm
equipment or
people
High - Design traversing system suchthat the probe can never come in
contact with the blades
- Require operators to stand a
specified number of feet away
while rotor is in operation
- Do not allow bystanders to come
near rotor blades
- Do not operate around untrainedprofessionals
- Install sensors or barricadesto prevent probe motion
- Install a protective cage
around the entire system
Traversing
system cannot
move in 3
dimensions as
designed
Moderate - Test early and often (3 design-
build-test iterations factored into
schedule)
- Consult with sponsors and other
professionals on the selection and
implementation of hardware to
ensure proper choices are made
- Use proven technology
- Manually position probe
- Design for minimum
requirements outlined in
project description
Sponsors not
satisfied with
the system
Low - Constantly keep in contact with
sponsor and reiterate via e-mail
what is discussed in meetings so
there is a written copy to avoid
- Discuss how to fix/work-
around problems
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confusion
Schedule
Delays
High - Constantly track and report on
progress
- Try to work ahead on simpletasks
- Make a small number of large
orders not a large number of small
orders
- Make parts ourselves
- Contact supplier to express
urgency (e.g. the squeakywheel gets the grease)
- Pick it up ourselves
- Buy locally
Stand is
incompatible
with
traversing
system
Moderate - Discuss modifications to stand
with sponsors.
- Redesign system to work
with the stand
Rotor wake
shakes probe
and traversing
arms
Low - Design traversing system as rigid
as possible.
- Avoid cantilevered arms in
design
- Operate at sufficiently low
speeds such that the rotor wake
buffeting is minimal
Data
acquisition
system doesnot function
as designed
Moderate - Consult with professionals on
proper use of hardware and
software to ensure compatibility
- Test often to make sure controls
and sensors work as designed
- Purchase a functioning data
acquisition system
- Design to minimum
requirements
- Use multiple software
systems for inputs and outputs
Project runs
over budget
Low - Extensively research existing
products to ensure we purchase
the best-value product
- Avoid buying wrong hardware
- Minimize orders to minimize
shipping costs
- Build hardware ourselves
- Negotiate with vendors for
lower prices/donations
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A majority of the other risks associated with this project are of moderate intensity or greater.
These risks deal with everything from scheduling delays to probe positioning and data
acquisition issues. To avoid as many issues as possible we plan to keep in constant contact with
our sponsors and consult with seasoned professionals on hardware and software designs.
Moreover, to further take into account time constraints and operational issues, we have
implemented three different design-build-test iterations into our project schedule, as seen in
Section 7.2: Gantt Chart. At the recommendation of Professor Dennis McLaughlin, we divided
ourselves into six different, two-member teams. The teams are outline in Table 12:
Table 12. Sub-Teams
Team: Leader: Assistant:
Azimuthal Motion Scott Hromisin Joe Oberholtzer
Radial Motion Ryan Hammerschmitt Dylan Wynn
Vertical Motion: Dylan Wynn Ryan Hammerschmitt
Data Aq & Controls Joe Oberholtzer Steven DrewSignal Conditioning, Circuitry, & Power Steven Drew Bill Boggs
Software & GUI Development Bill Boggs Scott Hromisin
Teams were chosen based on everyones strengths. Each sub-team will design, build, and test
their subsystem at least three times, as outlined in the Gantt Chart. By developing functional sub-
systems in parallel, the entire system will come together in a shorter amount. Thus maximizing
the amount of time to fine-tune the final design and correct any unforeseen errors.
The final step in alleviating risks is a project map. The project map is a block-diagram model ofour entire project. It shows, qualitatively, what parts of the project run in parallel and which are
in series. The benefit to such a map is that it clearly defines the critical path for our project. The
critical is the path in the project map, from project start to project end, defined by the activities
that have the longest duration. These tasks define the length of our project. All of the tasks not on
the critical path make take longer or shorter than expect yet not necessarily have any effect the
end date of the project. In Figure 8, the critical path is marked as bold arrows.
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Figure 8. Project map with Critical Path in bold
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7.4. EthicsEthics are a very important part of any project. Many problems have arisen from a lack of ethics.
A lack of ethics includes anything from stealing someone elses data to not using the necessary
safety precautions. Our team has made sure that we are doing everything as safe as possible. We
have also conducted a patent search for every different aspect of our design to make sure we arenot taking someone elses idea. We have referenced every idea that we have loaned or acquired
from someone else and we will continue to maintain this responsibility.
7.5. EnvironmentThe environmental impact of the solution is important and will be incorporated into the design
and manufacturing. Hazardous materials of grease, oil, and fuel are used in the test stand but are
easily avoided in the solutions design. Power consumption ofour device should be relatively
small as minimal electronic circuits and small motors will be used. The manufacturing
techniques and material selection will be driven primarily by our limited budget, this
complements the effort towards sustainability as abundant and easily accessible materials andtools are typically eco-friendly.
7.6. Communication with SponsorTo ensure the success of the project we try to keep in constant contact with our project sponsors
Jason Steiner and Rob Spencer. We have set aside one hour a week on Tuesdays from 1:00-
2:00PM in which we all gather for conference call. During this call we formally report in on our
progress and ask any questions we may have. During the call, the note taker records what has
been discussed. After the call, the teams point of contact sends out an e-mail to the sponsors
stating what has been discussed/ decided so there is a written confirmation to avoid confusion
and possible disagreements. Should any other issues arise during the week, our point of contactwill e-mail Jason and Rob to resolve them. If immediate contact is necessary, the team has Jason
and Robs work numbers. All of our work is kept on a Google Doc that we have shared with our
sponsors so they have immediate access to it. They can see exactly what we have done. As of
now we have no plan to visit the site. The team, or at least part of the team, will most likely need
to make a visit to the site in the future to acquire the rotor stand. We will need it to make sure it
is compatible with our system.
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Changes to the Statement of work8.
8.1.1 IntroductionNo changes were made to this section.
8.1.2 Customer NeedsNo changes were made to this section.
8.1.3 External SearchThe External Search, Section 3, has been updated to include a short introductory paragraph
before each table of search results.
8.1.4 Engineering SpecificationsPer sponsor request, the target specifications for the design metrics were modified (Table 22).
8.1.5 Concept Generation and SelectionAfter further discussion and brainstorming with project sponsors Jason Steiner and Rob Spencer,
the concept design for azimuthal motion has been updated to use a lazy Susan style bearing.
Details are shown in Appendix F.
8.1.6 System Level DesignThe system level design using the new azimuth mechanism was incorporated in the detailed
design (Figure 27).
8.1.7 Special TopicsThe Gantt chart was updated for greater detail in the final design, build, test, and presentation
stages (Figure 50). The remaining funds are budgeted for anticipated needs (Table 23). The
updated Bill of material for the project is detailed in Appendix I.
8.9. Design Specifications8.9.1 Manufacturing Process Plan
The system for rotor wake surveying is being developed primarily as a proof of concept article.
Due to the complexity of the system, the goal is to keep the design as simple and cost-effective
as possible. That means few parts, fewer custom parts, simple materials, standard part
dimensions. The team has a limited budget for the entire project so it is imperative that any one
subsystem not cost more than its fair share of the budget. Time is also very limited on this
project, less than fifteen weeks, so component lead times and manufacturing time must be as
short as possible. Moreover, even though comprehensive planning goes a long way into
designing a successful product, it cannot completely replace prototyping and testing. The need
for rapid development results in parallel phases of design, manufacturing, and testing is critical.
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Azimuthal Dri ve8.9.1.1
The azimuthal drive was designed to be as inexpensive and as quick to build as possible. Many
of the parts can be purchased from a local hardware store or from a single supplier such as
McMaster-Carr. Two of the aluminum parts have a large hole in the center to accommodate the
test stand. To machine these they will need to be water jet cut. While this will cost extra, many of
the parts will be complete within a few minutes. They will need no other machining other than
tapping the screw holes. Total machining time is estimated to be 66 hours.
This system is being designed to be used in-house by Boeing. The azimuthal motion system has
taken this into consideration in that the entire project can be built in a machine shop with similar
capabilities as Penn States Learning Factory. The tools necessary to machine this system are: a
mill, miter saw, hand drill, band saw, and water jet cutter. The detailed manufacturing process
plan is outlined in Table 13.
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Table 13. Azimuthal Drive Manufacturing Process Plan
ASSEMBLY NAME MATERIAL TYPE RAW STOCK SIZE OPERATIONS
Base 6061 Aluminum 3 x 4 x sheet Water jet cut shapeand holes for stand
and screwsPlywood 2 x 2 x sheet Table saw cut to size,
jig saw hole for teststand and drill screwholes for legs andaluminum
Pine wood 1 x 2 stock Cut legs to length onmiter saw
Azimuthal Arm 6061 Aluminum (arm-bearing coupling)
3 x 4 x sheet Water jet cut to size,tap screw holes
Plywood (arm) 1 x 4 x sheet Table saw cut to size,drill screw holes
Caster Wheel ArmSupport Stand
6061 Aluminum 3 x 4 x sheet Mill to size, bore holedown center, millscrew slots, tap bore
6061 Aluminum Diameter x 12cylindrical stock
Mill to length, borehole down the center,tap bore
Lazy Susan Bearing Aluminum n/a Tap through holes forscrews, tap side hole,drill and tap a secondside hole
Timing Belt Neoprene andFiberglass
n/a Cut to length, drillholes for mounting
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Table 13.1. Azimuthal Drive Manufacturing Process Plan Cont.
Stepper Motor
Bracket and Shaft
Support
6061 Aluminum 3 x 4 x sheet Water jet cut to size
and tap screw holes
6061 Aluminum 3 x 4 x sheet Water jet cut to size,
drill screw holes in
bottom and tap screw
holes
6061 Aluminum Diameter x 12
cylindrical stock
Cut to rough length on
band saw, mill to final
length, bore center
hole
Final Assembly Screw base pieces and
legs together using
standard 2 wood
screws and washers
Attach timing belt to
bearing with screws
Screw bearing to basewith 1 wood screws
and washers
Screw arm pieces
together with 3/8 3-
48 socket head cap
screws
Screw stepper motor
to arm with screws
provided with the
motor
Screw ball bearing
into cylindrical arm
support piece, slide
cylindrical piece into
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the end of the
rectangular support
piece and screw
together with threaded
knob, washers and
hex nut
Bolt arm support to
arm with a 3/8-24 1
screw.
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Radial Dr ive8.9.1.2
In prototyping the design it is important to create a cost effective solution for moving the probe
in the radial direction with as much accuracy as possible. For this reason a design based on a
camera rail is being pursued that can be adapted to the project needs. This design is cost effective
and allows a quick proof of concept. Most of the components for the build can be acquired at a
local hardware store. Since most components of the design were store bought it will be easy to
mass produce the design. However, in case the project will be a proof of concept and will not
need to be reproduced. A few parts will need to be custom made for the design to be completed.
Keeping simple parts and accurate shop drawings will allow for easy rebuild and help the
sponsor to utilize the design as effectively as possible. Two journal bearings, a coupler, and a
drive will need to be fabricated for the radial portion of the project (shown below). The design
for these pieces is created with simplicity in mind to reduce manufacturing and material costs.
These parts will take approximately 11 hours of machining time to create and implement into the
radial system. Using a lathe, drill press, and a few hand taps it will be easy to create the parts
required. Since most machine shops have this equipment, the parts can be manufactured almostanywhere. The following breakdown will show the work needed to prepare the system for
assembly.
Figure 9. Radial Drive Close-Up
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Table 14. Radial Drive Manufacturing Process Plan
ASSEMBLY
NAMEMATERIAL TYPE RAW
STOCK
SIZE
OPERATIONS
Slide Rails Electrical Conduit X 5HollowCylinder
Cut to length on metal bandsaw
Sand on belt sander to clean edges
Affixed threaded coupler
End Piece Electric Box 2 X 4Steel
Purchased two
Slide Platform Wood, 4 pvc tees,wood screws
5 X 1
PlywoodBoard
Trim to size
Drill hole locations and mount pvcwith wood screws, sand smooth
Motor andCoupler
StepperMotor, AluminumStock
" X 6
RoundTurn to size on Lathe
Drill 0.2 hole through center then1/2 hole from other side use cut off
tool to remove from lathe
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Table 14.1. Manufacturing Process Plan Example (Contd)
ASSEMBLY
NAMEMATERIAL
TYPERAW STOCK
SIZEOPERATIONS
Drive Aluminum stock Square X
4
drill two 59025 holes from side into
center on drill press
Deburr on flywheel
Tap 4235 holes into side of coupler forset screws
Journal bearing Aluminum 1 X 4Round
Turn to size on Lathe
Cut notch for retaining ring
Drill 1/2 hole
Use cutoff tool to remove from lather,deburr with flywheel
Drive Aluminum " Sq x 4 Cut to size using band saw
drill two holes for bolt fastening
Drill, debur, and tap 13 drive holefor threaded rod
Vertical Dri ve8.9.1.3
The components for the prototype scissor lift for the vertical motion component are
manufactured using a combination of manual machining and water-jet cutting, with a drill press
to drill the holes and hand taps to tap the threads. The manufactured pieces are then assembled
by hand, using standard fasteners. The mass production version uses CNC machining processes
in place of the manual machining processes, drilling, and hand tapping used for the prototype. In
order to simplify the manufacturing of the components, stock material sizes are used wherever
possible. This will cut down considerably on machining time, and reduce the overall cost of the
design.
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Table 15. Vertical Drive Manufacturing Process Plan
ASSEMBLY
NAME
MATERIAL TYPE RAW STOCK
SIZE
OPERATIONS
Base/top side 6061 Aluminum 1' x 2' x 1/4" Cut on waterjet
Sand edges
Base/topconnector
6061 Aluminum 1/2" Sq x 48"rod
Cut to size w/ bandsaw
Sand edges
Arm 6061 Aluminum 1' x 1' x 1/4" Cut on waterjet
Sand edges
Arm connector 6061 Aluminum 1/2" round x 48"rod
Cut to size on lathe
Sand edges
Drill & tap holes in endswith #8-32 tap
Drive armconnector
6061 Aluminum 1/2" Sq x 12"rod
Cut to size w/ bandsaw
Sand edges
Drill & tap holes in endswith
Drill & tap hole for threadedrod with 5/16" - 18 tap
Motor mountplate
6061 Aluminum 1' x 1' x 1/4" Cut on waterjet
Sand edges
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Table 15.1. Vertical Drive Manufacturing Process Plan (contd)
ASSEMBLY
NAME
MATERIAL
TYPE
RAW STOCK
SIZE
OPERATIONS
Base Weld base sides to base connectors
Top Weld top sides to top connectors
Scissormechanism
Connect scissor arms to armconnectors using #8-32 screws
Motor mount Mount stepper motor to mounting plateusing screws
Attach motor mounting plate to baseconnector
Drivetrain Connect coupler to stepper motor
Connect threaded rod to coupler
Thread rod through driven scissorconnector
Final assembly Mount top assembly to scissormechanism
Mount scissor mechanism to baseassembly
Data Acquisiti on & Controls8.9.1.4
For the data acquisition and controls are elements of the modular electronics design. The
complete electronics package consists of data acquisition, controls, signal conditioning and
power supply modules. Ideally each module is a commercially available component and the
design is performed at a systems level. However, in practice custom components are needed at
the intersections of the modules.
The circuit design is complete and is tested on a breadboard. In parallel the printed circuit board
design is completed and manufactured. The mass manufactured model will likely integrate thedata acquisition, controls, and signal conditioning into a single system to optimize for
manufacturing and reduce costs.
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Table 16. Data Acquisition & Controls Manufacturing Process Plan
ASSEMBLY
NAMEMATERIAL
TYPERAW STOCK SIZE OPERATIONS
Pressure Sensor Silicone Tubing 1 ft x 1/8 in Cut tube into 6in sections
Pitot Probe 4mm Diam x 11cm Attach one half to eachoutlet
PressureTransducer
MPXV7002DP0-2.5psi
Attach one half to each inlet
Mother StepperMotor DriveCircuit
Pin Header 48 Male Pins
Stepper MotorDriver Carrier
A4988 Solder header pins to carrier
Capacitors 100uF, 50V Solder components toMother Driver PCB perFigure 23
Mother DriverPCB
Figure 23
DAQ and Controls(Finished Assy)
Assemble PerFigure 65
Signal Conditi oning and Power8.9.1.5
Initially, while the signal conditioning and a power supplying circuit is in the design phase, it is
simulated with both circuit simulator software, Multisim, which was produced by National
Instruments, and breadboard configurations. Then, for manufacturing purposes, the design is
transposed into a printed circuit board using Ultiboard software. With Ultiboard we are able
bring our design from a basic prototype, to a more scalable product. Our plan is to use low power
consumption to reduce the cost of the electrical design.
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Software/GUI Development8.9.1.6
The objective of the initial prototype was to figure out the most cost effective way to create the
software needed for the system. The software design calls for programming a microcontroller to
control motor motion,position a pressure probe at the users request, and read data obtained
from a pressure probe. An Arduino Mega 2560 microcontroller is being implemented to control
the motors and read data from the pressure probe. Software design for the system involves two
different parts: Motor control and pressure probe reading. The prototype starts with
communicating with the Arduino through a graphical user interface (GUI). The GUI prompts the
user of the program to enter three coordinates: The Azimuthal coordinate, Vertical coordinate
and Radial coordinate. Once the three coordinates have been entered by the user, a c++ language
software program obtains the input and sends the data through the serial port of a computer to the
Arduino Microcontroller for interpretation of the data sent. The microcontroller coding then
translates these data values to integer values and transfers control to another c++ program that
sends signals to digital out pins on the Microcontroller. These digital out pins send data to the
stepper motor driver, which then converts the signal to a value of voltage that can move themotor. After the azimuthal, radial and vertical motors move to their respective positions, the
pressure probe takes the pressure of the location. This pressure value is sent to the Arduino in
analog form for the Arduino to interpret. The Arduino software code then sends this pressure
data to the computer and the software on the computer outputs the pressure data to the GUI. If
this product were to be mass produced the prototype GUI must evolve to a more user friendly
program. More tests are being run to make the software more fool proof.
Table 17. Manufacturing Process Plan
ASSEMBLYNAME Languauge CODE SIZE OPERATIONS
GraphicalUser Interface(GUI)
C++ coding Around 150lines of code
Ask the user what lengths they want to movethe Azimuthal, Radial and Vertical Length
Code makes sure the user doesnt input and
invalid option
Outputs a graph of the measured data fromthe pressure probe
Motor ControlCode
C++ coding Roughly 500lines of code
Moves the Azimuthal, Radial and Verticalmotors
Pressure probereading code
C++ - Matlab N.A. Arduino code sends data through the serialport to the computer
The code takes in the serial data from the
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Arduino and graphically represents it on theGUI
F in ished Product8.9.1.7
The parallel development of the subsystems results in a modular completed product. The
independent manufacturing lines feed into a simple final assembly. Assembly of the components
can occur as the subassemblies are completed, preventing schedule delays in both prototype and
bulk manufacturing.
Table 18. Manufacturing Process Plan
ASSEMBLY
NAMEMATERIAL
TYPERAW
STOCK
SIZE
OPERATIONS
MechanicalAssembly Bolt together the azimuth, radial, andvertical drives.
ElectricalAssembly
Connect the control, signal conditioning,and power supply modules to the DAQ(Arduino)
Final Assembly Connect computer with software to DAQ(Arduino)
Connect control module to drive motors
8.9.2 AnalysisAzimuthal Drive8.9.2.1
After designing the alpha prototype, the need for many improvements was realized. The biggest
issue came in the form of the spacing between the outer and inner dolly rails. Each rail was not
kept at exactly a constant radius so the spacing between the rails varied by over an inch over the
span of 90 degrees. This caused the dolly to derail. The design was also bulky and required many
parts. At full scale, the alpha prototype would have an 11ft diameter. A base this big would
quickly prove to be quite cumbersome. Constructing accurate metal rails (instead of bent PVC
pipe) would exceed the capabilities of most machine shops, including the Learning Factory.
Thus, bending the rails would have to be outsourced to a vendor which would increase the
projects overall cost and manufacturing time. In addition, the dolly system had a high profile at
about 9 which limited the range of vertical motion for the probe. The new azimuthal system
cuts that profile height down to 5.88: a 36% reduction in height.
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Figure 10: Profile CAD drawing of azimuthal section with floor-arm height measured
Due to physical size and project time and cost, the alpha prototype would have only allowed for
only 90 degrees of azimuthal motion. The new concept should allow for 178 degrees of
azimuthal motion. This could easily be extended to 180 degrees but would require processes
not available or affordable for students given timeline and budget constraints.
The original concept was to create a third radial track, concentric with the other two and
positioned between them. A timing belt would be cut and mounted to this third track with the
teeth facing inward. It would act as a flexible rack. The pinion would be the timing belt pulley
attached to the stepper motor and mounted to the underside of the dolly. While the concept is
sound, a major issue with implementing it in the alpha prototype is the positioning of the third
track. It needs to be almost perfectly concentric and very accurately positions so the pinion stays
coupled to the belt and does not cause the system to jam. However, this fixed-belt concept works
very well with the current design. The belt can be attached directly to the outer diameter of the
lazy Susan bearing thus ensuring its concentricity with the rest of the system.
An exhaustive engineering analysis was performed on the current system design. It is imperative
to ensure to the design will actually work in practice before manufacturing begins. The goal of
the calculations were to ensure a) the stepper motor could provide enough torque to turn the arm,
b) the overhung load and bending moment on the motor shaft were sufficiently small, and c) the
stresses and forces on the belt and pulley were not too large.
To begin the calculations it was necessary to know the torque required to rotate the arm. In order
to determine this accurately, a mock-up of the design was constructed in the Learning factory:
the bearing was mounted on stilts and a 46 wooden arm with a caster wheel was attached to the
bearing. Two 7lb, 3.5 bars were placed on the arm to simulate the weight of the radial and
vertical systems. A 4lb force gauge was hooked to the end of the arm and pulled manually. The
force indicated by the gauge at the onset of motion was recorded. This force multiplied by the
arm length yielded the minimum torque the stepper motor had to generate. It was found that even
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with the current belt-pulley gearing, the system could not be driven by the current stepper motor
that was intended. A motor as strong as that currently being employed by the vertical drive
would be ideal.
Figure 11. The motor used on the vertical drive (left) and the motor originally intended forthe azimuthal drive (right). The vertical motor provides 1.73in-lb of torque whereas the
radial motor supplies 0.70in-lb of torque. Photos courtesy of Pololu.com.
To account for the predicted bending stresses on the motor shaft, a special shaft support
assembly has to be installed on the system. The motor shaft will be coupled to a second shaft.
This second shaft holds the pinion gear and is supported by two pillow block bearings to take the
bending stresses off of the motor shaft. The final results of all calculations are listed in Table 19.
Complete calculations with all work and assumptions can be found in Appendix G.
Table 19. Final Results of System Analysis Calculations
Variable English Value Metric Value
Torque Required 3.41 ft-lbs 4.62 N-m
Tangential Contact Forcebetween Belt and Pulley
4.06 lbs 18.0 N
Radial Contact Force betweenBelt and Pulley
3.15 lbs 14.0 N
Bending Moment on MotorShaft
0.26 ft-lbs 0.35 N-m
Gear Ratio 31.6 31.6
Minimum Motor TorqueRequired
0.108 ft-lbs 0.146 N-m
Bending Stress (Pinion) 814 psi 5.61 MPa
Surface Stress (Pinion) 979 psi 6.75 MPa
Bending Stress (Pulley) 814 psi 5.61 MPa
Surface Stress (Pulley) 979 psi 6.74 MPa
Bending Stress on Motor Shaft 12 ksi 82.74 MPa
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Radial Dr ive8.9.2.2
From the alpha prototype it was quickly realized that accuracy needed to be improved
significantly. The first model allowed the radial platform to wiggle significantly which combined
with the scissor lift would make it difficult to find accurate results. To address this problem a
tighter fit between the rail and the slide must be created. The prototype created proof that the
radial design was plausible. The table was able to slide freely and the rails will be able to support
the weight that is expected. The design is slightly over designed for weight since the electrical
conduit will be able to support three or four times the weight of the pitot probe and scissor lift.
For this reason no calculations for strength or bending were performed. Since the alpha prototype
performed the necessary functions for the final design it will only need an added threaded rod to
drive the lateral motion. This will keep the design process short and the design simple.
Vertical Dri ve8.9.2.3
No stress calculations or FEA were used as the scissor lift was designed with stability in mind.
To maximize stability, all load-bearing components were over-designed, to the point that none of
the loads experienced by these components will come close to the failure point.
The torque required by the motor to turn the threaded rod was calculated using the followingequation:
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Where Tm is the required motor torque, W is the weight to be lifted (estimated), is the
minimum angle of the scissor arms, and Req is the equivalent moment-arm of the threaded rod.
From the initial prototypes, it was clear that stability was going to be an issue with the scissorlift. This will be remedied by using stiffer scissor arms and having cross-members connecting the
scissor arms at every joint. We also learned that as the angle of the scissor arms gets smaller, the
torque required to urn the threaded rod increases dramatically. This can be remedied by over-
sizing the motor, or by limiting the minimum angle to which the scissor arms can lower. The
early prototypes also demonstrated the importance of having the connections for the scissor arms
perfectly centered. If the center connection of the X portion of the scissor lift is not centered
perfectly on the scissor arm, the mechanism will not function as desired. This issue will be
remedied by using a water jet to cut the holes, assuring that the holes are centered perfectly on
the scissor arms.
Data Acquisiti on & Controls8.9.2.4
The data acquisition capabilities of an Arduino and the motor control capabilities of an Arduino
with the A4988 chip has been proven beyond the demands of our system. With real world
validation of the design already available, only minor trouble shooting is expected. Basic
analysis was performed to assure the combination of systems would not pose a problem.
Ultiboard software determines the trace width and component placement for a printed circuit
board.
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Signal Conditi oning and Power8.9.2.5
Noise filtering circuit:
Instead of using active load, we deciding that using a passive circuit with resistors and capacitors
would be more appropriate, and the necessary components are in the available inventory.
Stock room capacitor available: 100uF: The time constant for the given circuit : Resistance in series of load capacitor: Capacitance of load Capacitor
=16
The equations above apply for low frequency cut off point.Amplification Circuit:
Using a simple non-inverting op amp configuration
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=5Av = Gain of Amplification Circuit
With the amplification and noise filtering circuit coupled together, there seems to be a change in
some of the characteristics, some good and some bad. For instance, when coupled together there
appears to be an offset in the voltage, but that could be changed simply by applying an additional
1 volt voltage into the op-amp or to make simple adjustments. In terms of the bode plot, the
amplitude decays faster for the unwanted frequencies, which is a plus.
Software/GUI Development8.9.2.6
Simple math equations were necessary to convert the three user inputted data points to an
amount of step pulses for the Arduino Microcontroller to read. Testing the prototype creates an
accurate measurement of how far in length a specified amount of motor steps actually goes.Measuring these lengths creates a conversion equation to change length to an actual amount of
motor steps (amount of pulses that need to be sent out to the motor driver). Measuring the length
of each motor step is essential to creating a reliable conversion equation.
An Arduino microcontroller was used in conjunction with software design because it is an easy
to use and reliable microcontroller. Coding an Arduino is simpler than other microcontrollers
because of the vast open source Arduino coding community. 11 and visual studio c++ has the
biggest Windows function code library. This gave c++ a slight advantage over other languages
such as Java or Matlab.
Features of the software design are divided into two large components: Motor control software
and the pressure probe data acquisition software. Motor control software starts with the GUI and
ends with actual motor movement. The pressure probe then reads the value of the pressure at the
point the motors move to and sends the data to the Arduino microcontroller. Microcontroller
coding reads the data, interprets it, and sends the interpreted data back to the computer for output
on the GUI. The computer makes its own interpretation of the microcontroller data by software
coding, which then translates this data to data understandable to the user.
8.9.3 Material Selection ProcessAzimuthal Dri ve8.9.3.1
The primary materials being used for this design are aluminum and plywood. Three major
factors in choosing materials for the azimuthal drive are a) both are relatively inexpensive
compared to other engineering materials, b) they are readily available for use at the Learning
Factory or can easily be procured from a local hardware store, and c) they have more than
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sufficient strength properties for the given application. Another driving force is the machinability
of the materials. Easily machined materials reduce manufacture time which is a big aid in
making quick prototypes or testing an idea on the fly. It also means that if a major component
does not work or breaks, it can be quickly replaced at a low cost. One tradeoff that exists lies in
using the plywood. With the current shop facilities in Reber and the Learning Factory, wood
products can only be made to about 0.1-0.2 of design specifications. This issue is mitigated by
only using wood in parts that can afford to be less precise and not have a major effect on system
performance. For joining pieces, screws, washers, and hex nuts readily available at the Learning
Factory are being used. This reduces expenses and has no lead time. Less general screws that are
needed will be purchased from McMaster-Carr or a local hardware store.
Radial Dr ive8.9.3.2
For this design electrical conduit and electrical boxes will be utilized to create the radial rail
system. By punching out the three tables in our electric boxes we can us couplers to connect the
conduit to them creating a rail system will create a stable platform to build off of. These parts are
only sold in steel components. Since these parts will be easy to work with, the will not need to be
any significant modifications. The threaded rod will also be made of low strength steel since this
was the most cost effective solution that would still provide enough rigidity to avoid bowing.
The rest of the components will be made of aluminum. This material is lightweight and easy to
work with. After some quick research it was discovered that aluminum on steel will not bind.
However since aluminum is so soft damage in journal bearing after the system is run for an
extended period of time is imminent. Since this will be a proof of concept this concerned with
damage will be neglected in the short term. In the future if the design is utilized it will be
possible to make these bearings out of a harder material and the threaded rods can be either
shave down or fitted with a sleeve.
Vertical Dri ve8.9.3.3
Aluminum stock was chosen for the prototype because of its availability, machinability, low
weight, high strength, and low cost. Steel was also considered for its greater strength, but its
greater weight and cost made aluminum a much more desirable option. Steel is also much more
expensive to cut using a water jet, making aluminum the clear choice.
Data Acquisiti on & Controls8.9.3.4
For the printed circuit board the use of laminate, copper etching and prototype boards were
considered. Etched copper board is used because of the greater manufacturing flexibility and
shorter lead times than laminates. Copper etched board is also a more accurate representation of
a mass produced board than a prototype style board.
Signal Conditi oning and Power8.9.3.5
The signal conditioning circuit is configured such that the design could utilize parts from the
Electrical engineering stock room. This minimizes the cost by using materials that are already
readily available. The circuit will also be configured for low power considerations.
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8.9.4 Component Selection ProcessAzimuthal Dri ve8.9.4.1
From the engineering analysis performed, the bending stress on the stepper motor shaft caused
by the overhung load is on the order of 16 ksi, using a safety factor of 2. The stepper motor
manufacturer did not list the shaft material so it was taken to be aluminum with a yield strengthof 35 ksi. Even though the azimuthal system could function under these conditions, its life span
would be compromised.. The motor was not specified an overhung load capability. This loading
would result in faster degradation of the motor bearings and a shortened motor shaft life. To
increase the robustness of the system, a special bracket and shaft support assembly is included in
the design to take the bending stress off the motor shaft.
Figure 12. Motor attached to shaft support assembly
The major tradeoff here is the increase in cost, complexity, and size of the system with the
bracket included. Cost is expected to increase $50, six new custom parts are required, additional
machining to the arm is necessary, and the arm is raised an additional 1.5 off the floor. The
justification for using this bracket is that there is more than enough room in the budget to handle
the added expenses. At week 9, with most major purchases made (before the cost of
manufacturing the azimuthal drive), there is still $600 left in the budget. Moreover, the processes
necessary to machine the extra parts are not overly complex: water jet cut, mill, drill, and tap.Manufacture time should not increase by more than 3 hours for someone decently-versed in the
aforementioned machining processes. The increase in height still provides a 36% in height from
the previous prototype. The height increase is further justified by the fact that the life span of the
system is expected to increase significantly. An added bonus of this feature is that the pinion
location is not variable. Using a system of four sets of screws, nuts, and washers, the pinion
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location can be moved radially and then fixed into place to ensure optimal coupling the timing
belt.
Another feature of the system is the variable height caster wheel arm support assembly. With the
use of a level, this feature allows the operator to ensure the azimuthal arm is sufficiently
horizontal before taking any measurements. The height is adjusted by the use of threaded knoband two hex screws. When loosened, the caster wheel can move vertically, and then it can be set
to a fixed height by pinching the shaft to the support arm with the knob and screws. One issue
that can arise with this feature is the knob coming loose and thus causing the arm to drop below
the horizontal. To get around this problem, two hex nuts are used. The first one works in
conjunction with the knob to provide the necessary pinch to hold the arm at a constant height.
The second nut provides a level of redundancy: it is jammed against the first nut to prevent it
from coming loose during operation.
Figure 13. Threaded knob to be used on caster wheel/arm support. CAD model courtesy of
McMaster-Carr.
The final and most innovative feature of the azimuthal drive is the fixed timing belt. The timing
belt is cut and wrapped around the outer diameter of the lazy Susan bearing 356 degrees. The
belt is held in tension with a screw at each end; this tension keeps the belt from moving during
operation. The fixed belt acts as a flexible rack while the timing belt pulley becomes the pinion
to crawl along the belt and move the arm. The curved belt also acts like a giant gear thus
amplifying the torque stepper motor.
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Radial Dr ive8.9.4.2
Since the design process builds on the alpha prototype, most of the focus is on motorizing the
radial design. Fitting the electrical boxes in the original design with journal bearing allows us to
drive the radial table with a screw. The screw driven design allows the probe to move accurately
and smoothly, however, this motion is slow. The journal bearings allow quick manufacturing
since they are aluminum. However this is a trade off with strength since the journal bearing will
only last for a short period of time. The coupler and drive that was selected is the simplest
functioning design that could be created. Fewer parts make the system easy to maintain which is
in the best interest of the sponsor.
Vertical Dri ve8.9.4.3
The design is made nearly entirely of machined aluminum stock. The use of stock material sizes
reduces the amount of machining required, leading to a reduction in production time and
ultimately a substantial cost savings. A stepper motor is used to drive the lift so that position can
be accurately controlled without the need for a position sensor. Because the height of the scissor
lift is a non-linear function of base separation, the software will need to be calibrated to
accurately determine the position.
Data Acquisiti on & Controls8.9.4.4
The concept selected for the Data Acquisition and Control system is centered around the use of a
loaned data acquisition system. However, the concept of a microcontroller based data acquisition
is being used following logistical issues in loaning a data acquisition system. The design uses an
Arduino microcontroller because of the significant documentation readily available on similar
projects. The team also is positive past experience Arduino based systems.
Specialized circuitry is required to control the stepper motors in the mechanism. Where possiblethe design uses commercially available circuits as opposed to custom circuitry. Commercial
circuits provide a simple interface with the Arduino, reliability and comparable price to custom
solutions.
Signal Conditi oning and Power8.9.4.5
In the component selection phase simplicity, desired performance and available inventory are
large drivers. Simplicity is necessary because for the tight time schedule. The desired
performance is determined by the design metrics and the other systems with which the circuits
are interfacing. With a significant available inventory, component selection is not heavily
influenced by inventory. Matlab coding was originally selected to be the coding choice forsoftware design. Since Matlab coding didnt have the needed built in functions for serial port
communication, it was decided that the design use c++ coding. The c++ coding language has a
vast library of GUI creation and has many built in functions that work with Microsoft Windows.
Since the software is designed to run on Microsoft Windows, c++ coding was chosen. Another
reason for using c++ is the arduino microcontroller. The microcontroller can be coded in c or
c++ which makes it easier for compatibility purposes if the computer software is coded in c++.
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8.9.5 CAD DrawingsAzimuthal Dri ve8.9.5.1
Four different CAD drawing are provided to provide a general overview of the azimuthal system.
Two drawings show the entire system while two more provide a more detailed view of the CasterWheel Arm Support Assembly and the Stepper Motor Bracket and Shaft Support Assembly.
More detailed drawings of specific components may be found in Appendix A: Shop Drawings.
Figure 14 Azimuthal SystemIsometric View
Figure 15. Azimuthal SystemFront View
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Figure 16. Azimuthal SystemFocus on Caster Wheel Arm Support Assembly (front)
Figure 17. Azimuthal SystemStepper Motor Brac