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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